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First Trust Nasdaq Cybersecu (CIBR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares6,738,229 from 6,324,451
Change+413,778 (+7%)
Value$694.6M (+$126.4M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares1,203,835 from 1,153,710
Change+50,125 (+4%)
Value$124.1M (+$20.4M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares797,168 from 790,075
Change+7,093 (+1%)
Value$82.2M (+$11.2M)
Filed 2026-11-02
Capital Asset Advisory Services LLC
DECREASED
Shares576,861 from 674,005
Change-97,144 (-14%)
Value$59.3M (-$1.3M)
Filed 2026-10-30
Citigroup Inc
INCREASED
Shares504,725 from 489,978
Change+14,747 (+3%)
Value$52.0M (+$8.0M)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares494,512 from 424,814
Change+69,698 (+16%)
Value$51.0M (+$12.8M)
Filed 2026-11-02
Parkway Wealth Management Group, LLC
NEW
Shares407,144
Change+407,144
Value$42.0M
Filed 2026-10-20
Truist Financial Corp
INCREASED
Shares352,595 from 305,589
Change+47,006 (+15%)
Value$36.3M (+$8.9M)
Filed 2026-10-30
Pinnacle Associates LTD
INCREASED
Shares346,230 from 341,020
Change+5,210 (+2%)
Value$35.7M (+$5.1M)
Filed 2026-10-20
Rockport Wealth LLC
DECREASED
Shares305,783 from 351,463
Change-45,680 (-13%)
Value$31.5M (-$55.8K)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
INCREASED
Shares246,970 from 237,312
Change+9,658 (+4%)
Value$25.5M (+$4.1M)
Filed 2026-11-06
Marks Wealth, LLC
DECREASED
Shares215,403 from 223,913
Change-8,510 (-4%)
Value$22.2M (+$2.1M)
Filed 2026-10-30
Procyon Advisors, LLC
DECREASED
Shares209,756 from 221,110
Change-11,354 (-5%)
Value$21.6M (+$1.8M)
Filed 2026-10-21
PNC Financial Services Group, Inc.
DECREASED
Shares198,442 from 200,608
Change-2,166 (-1%)
Value$20.5M (+$2.4M)
Filed 2026-11-06
MGO One Seven LLC
DECREASED
Shares194,137 from 199,990
Change-5,853 (-3%)
Value$20.0M (+$2.0M)
Filed 2026-10-28
D.A. Davidson & Co.
INCREASED
Shares186,522 from 166,788
Change+19,734 (+12%)
Value$19.2M (+$4.2M)
Filed 2026-10-28
Clearwater Capital Advisors, LLC
DECREASED
Shares180,389 from 212,657
Change-32,268 (-15%)
Value$18.6M (-$510.9K)
Filed 2026-11-06
Legacy Edge Advisors, LLC
DECREASED
Shares174,626 from 197,558
Change-22,932 (-12%)
Value$18.0M (+$251.6K)
Filed 2026-11-06
Independent Financial Group, LLC
INCREASED
Shares171,336 from 159,417
Change+11,919 (+7%)
Value$17.7M (+$3.3M)
Filed 2026-10-13
Destiny Wealth Partners, LLC
INCREASED
Shares167,229 from 133,375
Change+33,854 (+25%)
Value$16.2M (+$3.9M)
Filed 2026-11-05
Prospera Financial Services Inc
INCREASED
Shares160,408 from 135,021
Change+25,387 (+19%)
Value$16.2M (+$4.1M)
Filed 2026-11-04
Appleton Partners Inc
DECREASED
Shares154,243 from 154,397
Change-154 (0%)
Value$15.9M (+$2.0M)
Filed 2026-10-30
Merit Financial Group, LLC
INCREASED
Shares148,705 from 138,670
Change+10,035 (+7%)
Value$15.3M (+$2.9M)
Filed 2026-11-06
Ashton Thomas Private Wealth, LLC
DECREASED
Shares147,216 from 152,188
Change-4,972 (-3%)
Value$15.2M (+$1.5M)
Filed 2026-11-03
Key Client Fiduciary Advisors, LLC
DECREASED
Shares144,237 from 146,871
Change-2,634 (-2%)
Value$14.9M (+$1.7M)
Filed 2026-10-19
Florin Court Capital LLP
INCREASED
Shares143,800 from 44,700
Change+99,100 (+222%)
Value$14.8M (+$10.8M)
Filed 2026-11-02
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares133,969 from 132,296
Change+1,673 (+1%)
Value$13.8M (+$1.9M)
Filed 2026-10-23
Hengehold Capital Management LLC
INCREASED
Shares125,277 from 124,520
Change+757 (+1%)
Value$12.9M (+$1.7M)
Filed 2026-10-16
Mirae Asset Global Investments Co., Ltd.
NEW
Shares123,787
Change+123,787
Value$12.8M
Filed 2026-11-03
PTM Wealth Management, LLC
DECREASED
Shares122,802 from 124,276
Change-1,474 (-1%)
Value$13.3M (+$2.3M)
Filed 2026-10-23
J.W. Cole Advisors, Inc.
INCREASED
Shares118,127 from 96,165
Change+21,962 (+23%)
Value$12.2M (+$3.5M)
Filed 2026-11-05
Creative Planning
INCREASED
Shares114,143 from 110,683
Change+3,460 (+3%)
Value$11.8M (+$1.8M)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares110,773 from 116,333
Change-5,560 (-5%)
Value$11.8M (+$1.1M)
Filed 2026-10-13
NTV Asset Management LLC
INCREASED
Shares110,621 from 96,201
Change+14,420 (+15%)
Value$11.4M (+$2.8M)
Filed 2026-10-23
Wealthcare Advisory Partners LLC
INCREASED
Shares107,633 from 34,318
Change+73,315 (+214%)
Value$11.1M (+$8.0M)
Filed 2026-10-21
Hobart Private Capital, LLC
DECREASED
Shares106,613 from 106,622
Change-9 (0%)
Value$11.0M (+$1.4M)
Filed 2026-10-19
Fagan Associates, Inc.
INCREASED
Shares96,381 from 81,789
Change+14,592 (+18%)
Value$9.9M (+$2.6M)
Filed 2026-10-13
Ayalon Insurance Comp Ltd.
INCREASED
Shares91,350 from 16,350
Change+75,000 (+459%)
Value$9.4M (+$9.4M)
Filed 2026-10-08
Sigma Planning Corp
INCREASED
Shares90,786 from 87,095
Change+3,691 (+4%)
Value$9.4M (+$1.5M)
Filed 2026-10-23
Gimbal Financial
NEW
Shares89,278
Change+89,278
Value$9.2M
Filed 2026-10-19
BIP Wealth, LLC
INCREASED
Shares87,352 from 86,330
Change+1,022 (+1%)
Value$9.0M (+$1.2M)
Filed 2026-10-22
O'Connor Financial Group LLC
DECREASED
Shares87,135 from 88,038
Change-903 (-1%)
Value$9.0M (+$1.1M)
Filed 2026-10-26
Dala Group, LLC
INCREASED
Shares82,308 from 80,587
Change+1,721 (+2%)
Value$8.5M (+$1.2M)
Filed 2026-10-29
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares80,833 from 80,833
Change0 (0%)
Value$7.3M ($0)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
INCREASED
Shares80,694 from 63,566
Change+17,128 (+27%)
Value$8.3M (+$2.6M)
Filed 2026-10-16
Oppenheimer & Co Inc
INCREASED
Shares79,570 from 78,949
Change+621 (+1%)
Value$8.2M (+$1.1M)
Filed 2026-10-26
CX Institutional
DECREASED
Shares79,411 from 79,988
Change-577 (-1%)
Value$8.2K (+$999)
Filed 2026-10-02
StoneCrest Wealth Management, Inc.
DECREASED
Shares79,368 from 79,976
Change-608 (-1%)
Value$8.2M (+$996.2K)
Filed 2026-11-03
Wedbush Securities Inc
INCREASED
Shares79,307 from 69,526
Change+9,781 (+14%)
Value$8.2M (+$1.9M)
Filed 2026-10-22
Able Financial Group, LLC
DECREASED
Shares73,451 from 78,075
Change-4,624 (-6%)
Value$7.6M (+$557.0K)
Filed 2026-10-14
Granite Investment Partners, LLC
UNCHANGED
Shares70,045 from 70,045
Change0 (0%)
Value$7.2M (+$927.4K)
Filed 2026-11-04
WealthCare Investment Partners, LLC
INCREASED
Shares66,121 from 64,437
Change+1,684 (+3%)
Value$6.8M (+$1.0M)
Filed 2026-11-05
Grey Ledge Advisors, LLC
DECREASED
Shares63,533 from 67,727
Change-4,194 (-6%)
Value$6.5M (+$463.8K)
Filed 2026-11-02
Fifth Third Bancorp
INCREASED
Shares62,343 from 60,070
Change+2,273 (+4%)
Value$6.4M (+$1.0M)
Filed 2026-11-05
Vise Technologies, Inc.
INCREASED
Shares62,152 from 55,219
Change+6,933 (+13%)
Value$6.4M (+$1.4M)
Filed 2026-10-29
Fiduciary Alliance LLC
INCREASED
Shares60,487 from 29,008
Change+31,479 (+109%)
Value$6.2M (+$3.6M)
Filed 2026-10-13
Moors & Cabot, Inc.
INCREASED
Shares58,057 from 52,330
Change+5,727 (+11%)
Value$6.0M (+$1.3M)
Filed 2026-11-06
Mainsail Financial Group, LLC
DECREASED
Shares57,983 from 63,814
Change-5,831 (-9%)
Value$6.0M (+$243.8K)
Filed 2026-10-23
Laurel Wealth Advisors LLC
DECREASED
Shares57,832 from 59,892
Change-2,060 (-3%)
Value$6.0M (+$580.6K)
Filed 2026-10-27
Neville Rodie & Shaw Inc
INCREASED
Shares56,725 from 54,465
Change+2,260 (+4%)
Value$5.8K (+$954)
Filed 2026-10-05
Nations Financial Group Inc,
INCREASED
Shares56,718 from 55,833
Change+885 (+2%)
Value$5.8M (+$830.5K)
Filed 2026-11-05
Assetmark, Inc
DECREASED
Shares56,052 from 58,664
Change-2,612 (-4%)
Value$5.8M (+$507.4K)
Filed 2026-10-21
RFG Advisory, LLC
INCREASED
Shares55,308 from 45,861
Change+9,447 (+21%)
Value$5.7M (+$1.6M)
Filed 2026-11-03
Northstar Asset Management Co
DECREASED
Shares55,096 from 55,377
Change-281 (-1%)
Value$5.7M (+$786.7K)
Filed 2026-10-22
Moran Wealth Management, LLC
INCREASED
Shares54,925 from 51,258
Change+3,667 (+7%)
Value$5.7M (+$1.1M)
Filed 2026-10-22
Atria Investments, Inc
INCREASED
Shares53,842 from 18,482
Change+35,360 (+191%)
Value$5.6M (+$3.9M)
Filed 2026-10-15
High Point Wealth Management, LLC
INCREASED
Shares53,071 from 50,935
Change+2,136 (+4%)
Value$5.5M (+$894.5K)
Filed 2026-11-05
Cascade Investment Group, Inc.
DECREASED
Shares52,889 from 55,714
Change-2,825 (-5%)
Value$5.5M (+$446.4K)
Filed 2026-10-13
SFI Advisors, LLC
DECREASED
Shares52,740 from 52,896
Change-156 (0%)
Value$5.4M (+$684.3K)
Filed 2026-10-30
McCollum Christoferson Group LLC
DECREASED
Shares51,315 from 52,536
Change-1,221 (-2%)
Value$5.3M (+$569.7K)
Filed 2026-10-13
Wespac Advisors SoCal, LLC
INCREASED
Shares49,768 from 49,600
Change+168 (+0%)
Value$5.1M (+$674.0K)
Filed 2026-10-13
Vivid Wealth Management, LLC
DECREASED
Shares49,461 from 52,138
Change-2,677 (-5%)
Value$5.1M (+$414.4K)
Filed 2026-10-27
Meitav Investment House LTD
UNCHANGED
Shares49,135 from 49,135
Change0 (0%)
Value$5.1M (+$650.5K)
Filed 2026-10-28
EPG Wealth Management LLC
DECREASED
Shares48,141 from 48,203
Change-62 (0%)
Value$5.0M (+$631.8K)
Filed 2026-11-03
GoalVest Advisory LLC
INCREASED
Shares46,921 from 8,199
Change+38,722 (+472%)
Value$1.0M (+$275.4K)
Filed 2026-10-02
Simon Quick Advisors, LLC
DECREASED
Shares46,616 from 56,299
Change-9,683 (-17%)
Value$4.8M (-$252.8K)
Filed 2026-10-26
Cerro Pacific Wealth Advisors LLC
DECREASED
Shares45,298 from 48,298
Change-3,000 (-6%)
Value$4.7M (+$330.1K)
Filed 2026-10-22
Herbst Group, LLC
INCREASED
Shares45,237 from 42,661
Change+2,576 (+6%)
Value$4.7M (+$830.3K)
Filed 2026-10-20
StoneX Group Inc.
INCREASED
Shares44,936 from 40,275
Change+4,661 (+12%)
Value$4.6M (+$1.0M)
Filed 2026-11-03
Gaddis Premier Wealth Advisors LLC
DECREASED
Shares44,568 from 72,397
Change-27,829 (-38%)
Value$4.6M (-$1.9M)
Filed 2026-10-29
Prime Capital Investment Advisors, LLC
DECREASED
Shares44,089 from 45,470
Change-1,381 (-3%)
Value$4.5M (+$459.6K)
Filed 2026-10-20
Sowell Financial Services LLC
INCREASED
Shares43,980 from 27,536
Change+16,444 (+60%)
Value$4.5M (+$2.1M)
Filed 2026-10-23
Floyd Financial Group LLC
DECREASED
Shares43,902 from 46,418
Change-2,516 (-5%)
Value$4.7M (+$321.0K)
Filed 2026-10-28
Triumph Capital Management
DECREASED
Shares42,088 from 42,166
Change-78 (0%)
Value$4.3M (+$550.2K)
Filed 2026-10-14
PFG Advisors
INCREASED
Shares41,881 from 14,692
Change+27,189 (+185%)
Value$4.3M (+$3.0M)
Filed 2026-10-16
Williams Jones Wealth Management, Llc.
INCREASED
Shares40,941 from 40,088
Change+853 (+2%)
Value$4.2M (+$618.7K)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
DECREASED
Shares40,140 from 40,453
Change-313 (-1%)
Value$4.1M (+$502.8K)
Filed 2026-10-30
Lanark Financial, Inc.
DECREASED
Shares39,642 from 41,890
Change-2,248 (-5%)
Value$4.1M (+$322.8K)
Filed 2026-10-26
VestGen Advisors, LLC
DECREASED
Shares39,387 from 44,041
Change-4,654 (-11%)
Value$4.1M (+$103.3K)
Filed 2026-10-27
Silverleafe Capital Partners, LLC
INCREASED
Shares39,332 from 4,030
Change+35,302 (+876%)
Value$4.1M (+$3.7M)
Filed 2026-10-02
Compass Financial Management LLC
INCREASED
Shares38,758 from 14,790
Change+23,968 (+162%)
Value$4.0M (+$2.6M)
Filed 2026-10-30
Flagstar Securities, Inc
INCREASED
Shares38,672 from 36,125
Change+2,547 (+7%)
Value$4.0M (+$740.8K)
Filed 2026-10-15
Spectrum Wealth Advisory Group, LLC
DECREASED
Shares38,509 from 38,955
Change-446 (-1%)
Value$4.0M (+$469.7K)
Filed 2026-10-29
Level Four Advisory Services, LLC
INCREASED
Shares37,323 from 27,476
Change+9,847 (+36%)
Value$3.8M (+$1.4M)
Filed 2026-11-06
Green Ridge Wealth Planning LLC
NEW
Shares36,771
Change+36,771
Value$3.8M
Filed 2026-10-08
Daymark Wealth Partners, LLC
INCREASED
Shares35,874 from 33,214
Change+2,660 (+8%)
Value$3.7M (+$714.0K)
Filed 2026-11-04
Markowski Investments
INCREASED
Shares35,620 from 35,607
Change+13 (+0%)
Value$3.7M (+$472.8K)
Filed 2026-10-30
LFA - Lugano Financial Advisors SA
DECREASED
Shares35,577 from 37,074
Change-1,497 (-4%)
Value$3.7M (+$439.3K)
Filed 2026-11-03
LeConte Wealth Management, LLC
DECREASED
Shares35,446 from 44,045
Change-8,599 (-20%)
Value$3.7M (-$303.3K)
Filed 2026-10-20
Robertson Stephens Wealth Management, LLC
DECREASED
Shares35,227 from 36,276
Change-1,049 (-3%)
Value$3.6M (+$372.1K)
Filed 2026-10-16
Old Second National Bank of Aurora
DECREASED
Shares34,557 from 35,159
Change-602 (-2%)
Value$3.6M (+$403.4K)
Filed 2026-10-22
International Assets Investment Management, LLC
DECREASED
Shares34,482 from 34,684
Change-202 (-1%)
Value$3.6M (+$418.4K)
Filed 2026-11-02
Snider Financial Group
NEW
Shares34,410
Change+34,410
Value$3.5M
Filed 2026-10-16
Condor Capital Management
DECREASED
Shares34,335 from 34,751
Change-416 (-1%)
Value$3.5M (+$417.2K)
Filed 2026-11-06
Bison Wealth, LLC
INCREASED
Shares34,269 from 33,504
Change+765 (+2%)
Value$3.7M (+$581.4K)
Filed 2026-10-13
Sage Capital Management, LLC
DECREASED
Shares34,124 from 34,239
Change-115 (0%)
Value$3.5M (+$441.6K)
Filed 2026-10-20
Signal Advisors Wealth, LLC
INCREASED
Shares32,814 from 28,652
Change+4,162 (+15%)
Value$3.4M (+$808.4K)
Filed 2026-10-13
Apollon Financial, LLC
INCREASED
Shares32,595 from 31,035
Change+1,560 (+5%)
Value$3.4M (+$571.7K)
Filed 2026-10-23
Sherman Asset Management, Inc.
DECREASED
Shares32,561 from 32,577
Change-16 (0%)
Value$3.4M (+$429.7K)
Filed 2026-11-05
Parallel Advisors, LLC
INCREASED
Shares32,343 from 30,201
Change+2,142 (+7%)
Value$3.3M (+$620.6K)
Filed 2026-11-03
Fulton Bank, N.A.
INCREASED
Shares32,285 from 30,880
Change+1,405 (+5%)
Value$3.3M (+$553.7K)
Filed 2026-10-14
Merkkuri Wealth Advisors LLC
DECREASED
Shares32,162 from 32,233
Change-71 (0%)
Value$3.3M (+$419.5K)
Filed 2026-11-03
Victory Financial Group, LLC
DECREASED
Shares31,874 from 35,252
Change-3,378 (-10%)
Value$3.3M (+$118.5K)
Filed 2026-10-27
Flagship Harbor Advisors, LLC
INCREASED
Shares31,597 from 25,435
Change+6,162 (+24%)
Value$3.3M (+$972.0K)
Filed 2026-10-26
Prism Advisors, Inc.
NEW
Shares30,761
Change+30,761
Value$3.3M
Filed 2026-10-09
SeaCrest Wealth Management, LLC
DECREASED
Shares30,281 from 30,643
Change-362 (-1%)
Value$3.1M (+$368.4K)
Filed 2026-10-21
Advantage Trust Co
UNCHANGED
Shares30,074 from 30,074
Change0 (0%)
Value$3.1M (+$398.2K)
Filed 2026-10-19
Ironsides Asset Advisors, LLC
DECREASED
Shares29,861 from 30,215
Change-354 (-1%)
Value$3.1M (+$363.5K)
Filed 2026-10-20
Brookstone Capital Management
INCREASED
Shares29,504 from 20,517
Change+8,987 (+44%)
Value$3.0M (+$1.2M)
Filed 2026-10-22
Purus Wealth Management, LLC
INCREASED
Shares29,071 from 29,015
Change+56 (+0%)
Value$3.0M (+$389.9K)
Filed 2026-10-15
Crescent Grove Advisors, LLC
UNCHANGED
Shares28,050 from 28,050
Change0 (0%)
Value$2.9M (+$371.4K)
Filed 2026-10-21
HBK Sorce Advisory LLC
INCREASED
Shares27,784 from 26,899
Change+885 (+3%)
Value$2.5M (-$95.9K)
Filed 2026-11-06
Laurel OAK Wealth Management, LLC
DECREASED
Shares27,652 from 27,956
Change-304 (-1%)
Value$2.9M (+$338.8K)
Filed 2026-10-19
Golden State Wealth Management, LLC
DECREASED
Shares27,469 from 44,462
Change-16,993 (-38%)
Value$2.8M (-$1.2M)
Filed 2026-11-02
Integrity Wealth Advisors, Inc.
NEW
Shares27,153
Change+27,153
Value$2.8M
Filed 2026-10-29
Dynamic Advisor Solutions LLC
DECREASED
Shares26,965 from 26,985
Change-20 (0%)
Value$2.8M (+$355.2K)
Filed 2026-10-13
Simplicity Wealth,LLC
INCREASED
Shares26,343 from 9,241
Change+17,102 (+185%)
Value$2.7M (+$1.9M)
Filed 2026-10-23
Synergy Asset Management, LLC
NEW
Shares26,116
Change+26,116
Value$2.7M
Filed 2026-11-05
Vontobel Holding Ltd.
UNCHANGED
Shares26,055 from 26,055
Change0 (0%)
Value$2.7M (+$315.2K)
Filed 2026-10-16
Sovran Advisors, LLC
INCREASED
Shares25,632 from 22,566
Change+3,066 (+14%)
Value$2.7M (+$687.8K)
Filed 2026-11-02
Clear Creek Financial Management, LLC
DECREASED
Shares25,390 from 34,434
Change-9,044 (-26%)
Value$2.6M (-$476.4K)
Filed 2026-10-28
Southern Capital Services Inc
NEW
Shares25,183
Change+25,183
Value$2.6M
Filed 2026-10-19
Spire Wealth Management
INCREASED
Shares25,131 from 14,912
Change+10,219 (+69%)
Value$2.6M (+$1.3M)
Filed 2026-10-30
Thrivent Financial for Lutherans
DECREASED
Shares24,984 from 25,923
Change-939 (-4%)
Value$2.6M (+$247.0K)
Filed 2026-11-05
Davenport & Co LLC
DECREASED
Shares24,814 from 25,228
Change-414 (-2%)
Value$2.6M (+$291.4K)
Filed 2026-10-14
Fifth Third Securities, Inc.
INCREASED
Shares24,643 from 22,687
Change+1,956 (+9%)
Value$2.5M (+$502.0K)
Filed 2026-10-21
Visionary Wealth Advisors
INCREASED
Shares24,513 from 22,622
Change+1,891 (+8%)
Value$2.5M (+$494.5K)
Filed 2026-11-04
Signature Estate & Investment Advisors LLC
INCREASED
Shares24,506 from 22,997
Change+1,509 (+7%)
Value$2.5M (+$460.1K)
Filed 2026-10-13
Cannon Advisors, Inc.
NEW
Shares24,442
Change+24,442
Value$2.6M
Filed 2026-10-14
Citizens Financial Group Inc
INCREASED
Shares24,336 from 24,296
Change+40 (+0%)
Value$2.5M (+$325.8K)
Filed 2026-10-23
Mesirow Financial Investment Management, Inc.
INCREASED
Shares24,243 from 23,220
Change+1,023 (+4%)
Value$2.5M (+$412.8K)
Filed 2026-11-05
Magnus Financial Group LLC
INCREASED
Shares23,362 from 21,692
Change+1,670 (+8%)
Value$2.4M (+$459.4K)
Filed 2026-10-21
Stegent Equity Advisors, Inc.
DECREASED
Shares22,938 from 25,260
Change-2,322 (-9%)
Value$2.4M (+$95.1K)
Filed 2026-10-13
Cornerstone Wealth Management, LLC
INCREASED
Shares22,813 from 21,988
Change+825 (+4%)
Value$2.4M (+$376.2K)
Filed 2026-11-04
Kingswood Wealth Advisors, LLC
INCREASED
Shares22,736 from 19,556
Change+3,180 (+16%)
Value$2.3M (+$586.8K)
Filed 2026-10-23
Carlson Financial, Inc.
INCREASED
Shares22,326 from 21,886
Change+440 (+2%)
Value$2.3M (+$334.8K)
Filed 2026-11-05
Simplex Trading, LLC
INCREASED
Shares22,315 from 11,626
Change+10,689 (+92%)
Value$2.3M (+$1.3M)
Filed 2026-11-04
True Private Wealth Advisors
NEW
Shares22,093
Change+22,093
Value$2.3M
Filed 2026-10-19
Braeburn Wealth Management LLC
NEW
Shares21,651
Change+21,651
Value$2.2M
Filed 2026-10-15
Valley National Advisers Inc
UNCHANGED
Shares21,540 from 21,540
Change0 (0%)
Value$2.2M (+$285.2K)
Filed 2026-10-23
Melone Private Wealth, LLC
DECREASED
Shares21,037 from 24,166
Change-3,129 (-13%)
Value$2.2M (-$2.7K)
Filed 2026-10-16
Sage Mountain Advisors LLC
UNCHANGED
Shares20,591 from 20,591
Change0 (0%)
Value$2.1M (+$272.6K)
Filed 2026-11-02
Fearless Solutions, LLC dba Best Invest
INCREASED
Shares20,185 from 18,793
Change+1,392 (+7%)
Value$2.1M (+$392.3K)
Filed 2026-10-14
Cullen T Bankers, Inc.
NEW
Shares20,146
Change+20,146
Value$2.1M
Filed 2026-10-28
Integrity Alliance, Llc.
INCREASED
Shares20,128 from 14,773
Change+5,355 (+36%)
Value$2.1M (+$747.7K)
Filed 2026-10-29
Peterson Wealth Management
INCREASED
Shares20,088 from 1,165
Change+18,923 (+1624%)
Value$2.1M (+$2.0M)
Filed 2026-11-06
Midwest Financial Group LLC
DECREASED
Shares19,985 from 20,707
Change-722 (-3%)
Value$2.1M (+$199.8K)
Filed 2026-10-15
Arwa LLC
INCREASED
Shares19,878 from 10,002
Change+9,876 (+99%)
Value$2.1M (+$1.2M)
Filed 2026-10-21
Apollon Wealth Management, LLC
INCREASED
Shares19,848 from 13,179
Change+6,669 (+51%)
Value$2.0M (+$862.0K)
Filed 2026-10-23
Farther Finance Advisors, LLC
INCREASED
Shares19,615 from 18,145
Change+1,470 (+8%)
Value$2.0M (+$391.8K)
Filed 2026-10-08
Miramontes Capital, LLC
DECREASED
Shares19,502 from 19,642
Change-140 (-1%)
Value$2.0M (+$245.6K)
Filed 2026-10-19
B. Riley Wealth Advisors, Inc.
INCREASED
Shares18,747 from 5,121
Change+13,626 (+266%)
Value$1.9M (+$1.5M)
Filed 2026-10-13
Client First Capital LLC
NEW
Shares18,478
Change+18,478
Value$1.9M
Filed 2026-10-22
Creative Financial Designs Inc
DECREASED
Shares18,271 from 25,658
Change-7,387 (-29%)
Value$1.9M (-$421.9K)
Filed 2026-11-04
Partners Wealth Management, LLC
NEW
Shares18,263
Change+18,263
Value$1.9M
Filed 2026-10-28
TPG Advisors LLC
DECREASED
Shares17,797 from 20,077
Change-2,280 (-11%)
Value$1.8M (+$30.8K)
Filed 2026-10-16
Endowment Wealth Management, Inc.
INCREASED
Shares17,572 from 14,331
Change+3,241 (+23%)
Value$1.8M (+$523.9K)
Filed 2026-11-03
Curran Financial Partners, LLC
INCREASED
Shares17,449 from 17,065
Change+384 (+2%)
Value$1.8M (+$265.5K)
Filed 2026-11-04
Jacobi Capital Management LLC
DECREASED
Shares17,403 from 18,095
Change-692 (-4%)
Value$1.8M (+$168.3K)
Filed 2026-11-05
Koa Wealth Management, LLC
DECREASED
Shares17,370 from 17,580
Change-210 (-1%)
Value$1.8M (+$211.1K)
Filed 2026-10-14
Solutions 4 Wealth, Ltd
INCREASED
Shares17,369 from 17,197
Change+172 (+1%)
Value$1.8M (+$245.4K)
Filed 2026-11-03
Guardian Asset Advisors, LLC
DECREASED
Shares17,308 from 24,486
Change-7,178 (-29%)
Value$1.8M (-$415.8K)
Filed 2026-10-16
Crown Wealth Group, LLC
INCREASED
Shares16,884 from 16,600
Change+284 (+2%)
Value$1.7M (+$249.1K)
Filed 2026-10-19
James J. Burns & Company, LLC
INCREASED
Shares16,793 from 15,338
Change+1,455 (+9%)
Value$1.7M (+$353.1K)
Filed 2026-10-22
Emerald Advisors, LLC
DECREASED
Shares16,581 from 16,637
Change-56 (0%)
Value$1.7M (+$214.5K)
Filed 2026-10-13
HB Wealth Management, LLC
DECREASED
Shares15,999 from 16,312
Change-313 (-2%)
Value$1.6M (+$183.7K)
Filed 2026-10-23
Prosperity Financial Group, Inc.
DECREASED
Shares15,934 from 17,538
Change-1,604 (-9%)
Value$1.6M (+$66.9K)
Filed 2026-10-29
Ellis Investment Partners, LLC
INCREASED
Shares15,806 from 15,699
Change+107 (+1%)
Value$1.6M (+$218.9K)
Filed 2026-10-21
Koshinski Asset Management, Inc.
DECREASED
Shares15,716 from 16,920
Change-1,204 (-7%)
Value$1.6M (+$99.9K)
Filed 2026-10-29
TD Waterhouse Canada Inc.
DECREASED
Shares15,411 from 19,516
Change-4,105 (-21%)
Value$1.6M (-$453.2K)
Filed 2026-10-16
WealthBridge Capital Management, LLC
UNCHANGED
Shares15,341 from 15,341
Change0 (0%)
Value$1.6M (+$203.1K)
Filed 2026-10-16
Security National Bank
NEW
Shares14,874
Change+14,874
Value$1.5M
Filed 2026-10-26
Barclays PLC
INCREASED
Shares14,856 from 8,989
Change+5,867 (+65%)
Value$1.5M (+$723.8K)
Filed 2026-11-06
Fullerton Advisors, LLC
INCREASED
Shares14,774 from 12,127
Change+2,647 (+22%)
Value$1.5M (+$433.4K)
Filed 2026-10-14
WealthPlan Investment Management, LLC
DECREASED
Shares14,652 from 14,749
Change-97 (-1%)
Value$1.5M (+$185.3K)
Filed 2026-10-15
Iams Wealth Management, LLC
NEW
Shares14,570
Change+14,570
Value$1.5M
Filed 2026-10-15
PKS Advisory Services, LLC
UNCHANGED
Shares14,526 from 14,526
Change0 (0%)
Value$1.3M ($0)
Filed 2026-10-26
Wisconsin Wealth Advisors, LLC
DECREASED
Shares14,387 from 15,904
Change-1,517 (-10%)
Value$1.5M (+$54.2K)
Filed 2026-10-08
Keystone Wealth Services, LLC
INCREASED
Shares14,261 from 9,452
Change+4,809 (+51%)
Value$1.5M (+$604.9K)
Filed 2026-11-03
Columbus Macro, LLC
INCREASED
Shares14,166 from 8,621
Change+5,545 (+64%)
Value$1.5M (+$685.7K)
Filed 2026-10-14
Moss Adams Wealth Advisors LLC
DECREASED
Shares14,152 from 15,684
Change-1,532 (-10%)
Value$1.5M (+$49.7K)
Filed 2026-10-28
Cyndeo Wealth Partners, LLC
INCREASED
Shares14,101 from 11,945
Change+2,156 (+18%)
Value$1.5M (+$380.3K)
Filed 2026-10-16
Avior Wealth Management, LLC
INCREASED
Shares14,086 from 14,045
Change+41 (+0%)
Value$1.5M (+$190.2K)
Filed 2026-10-13
Harbor Investment Advisory, LLC
DECREASED
Shares14,079 from 14,139
Change-60 (0%)
Value$1.5M (+$181.0K)
Filed 2026-10-13
FSM Wealth Advisors, LLC
INCREASED
Shares13,968 from 13,922
Change+46 (+0%)
Value$1.5M (+$285.6K)
Filed 2026-10-27
United Advisor Group, LLC
INCREASED
Shares13,636 from 13,344
Change+292 (+2%)
Value$1.4M (+$206.8K)
Filed 2026-11-03
Newman Dignan & Sheerar, Inc.
INCREASED
Shares13,520 from 12,652
Change+868 (+7%)
Value$1.4M (+$257.1K)
Filed 2026-10-21
James Investment Research, Inc.
DECREASED
Shares13,379 from 13,930
Change-551 (-4%)
Value$1.4M (+$127.6K)
Filed 2026-10-22
Commonwealth Financial Services, LLC
NEW
Shares13,358
Change+13,358
Value$1.4M
Filed 2026-10-20
CPR Investments Inc.
INCREASED
Shares13,246 from 11,600
Change+1,646 (+14%)
Value$1.4M (+$323.3K)
Filed 2026-10-26
Ignite Planners, LLC
DECREASED
Shares13,239 from 18,020
Change-4,781 (-27%)
Value$1.4M (-$255.8K)
Filed 2026-10-14
Wealth Management Partners, LLC
NEW
Shares13,224
Change+13,224
Value$1.4M
Filed 2026-10-21
River Street Advisors LLC
INCREASED
Shares13,172 from 12,819
Change+353 (+3%)
Value$1.4M (+$206.1K)
Filed 2026-10-22
Valeo Financial Advisors, LLC
UNCHANGED
Shares13,114 from 13,114
Change0 (0%)
Value$1.4M (+$173.6K)
Filed 2026-10-08
Lido Advisors, LLC
DECREASED
Shares12,714 from 13,808
Change-1,094 (-8%)
Value$1.3M (+$70.1K)
Filed 2026-11-04
Beacon Financial Advisory LLC
INCREASED
Shares12,680 from 12,640
Change+40 (+0%)
Value$1.3M (+$171.5K)
Filed 2026-10-16
Mattern Wealth Management LLC
UNCHANGED
Shares12,417 from 12,417
Change0 (0%)
Value$1.3M (+$164.4K)
Filed 2026-11-04
Beaumont Asset Management, L.L.C.
INCREASED
Shares12,308 from 12,275
Change+33 (+0%)
Value$1.3M (+$165.9K)
Filed 2026-10-16
Southern Financial Group, LLC
DECREASED
Shares12,273 from 12,400
Change-127 (-1%)
Value$1.3M (+$151.1K)
Filed 2026-10-30
Global Financial Private Client, LLC
INCREASED
Shares12,234 from 12,164
Change+70 (+1%)
Value$1.3M (+$168.3K)
Filed 2026-10-15
Redhawk Wealth Advisors, Inc.
DECREASED
Shares12,225 from 13,437
Change-1,212 (-9%)
Value$1.3M (+$53.0K)
Filed 2026-10-14
Parkside Investments, LLC
NEW
Shares12,000
Change+12,000
Value$1.2M
Filed 2026-10-20
Park Avenue Securities LLC
INCREASED
Shares11,978 from 11,323
Change+655 (+6%)
Value$1.2M (+$218.0K)
Filed 2026-10-26
IFP Advisors, Inc
DECREASED
Shares11,878 from 24,760
Change-12,882 (-52%)
Value$1.2M (-$1.0M)
Filed 2026-10-16
IPG Investment Advisors LLC
INCREASED
Shares11,867 from 9,137
Change+2,730 (+30%)
Value$1.2M (+$402.4K)
Filed 2026-10-30
Paragon Private Wealth Management, LLC
INCREASED
Shares11,867 from 10,867
Change+1,000 (+9%)
Value$1.2M (+$247.0K)
Filed 2026-10-20
Vista Investment Partners II, LLC
INCREASED
Shares11,837 from 11,379
Change+458 (+4%)
Value$1.2M (+$197.9K)
Filed 2026-10-15
CoreCap Advisors, LLC
DECREASED
Shares11,254 from 12,779
Change-1,525 (-12%)
Value$1.2M (+$12.1K)
Filed 2026-10-08
Aspen Investment Management Inc
INCREASED
Shares11,204 from 10,849
Change+355 (+3%)
Value$1.2M (+$1.2M)
Filed 2026-11-05
Morey & Quinn Wealth Partners, LLC
INCREASED
Shares11,150 from 11,143
Change+7 (+0%)
Value$1.1M (+$148.3K)
Filed 2026-10-28
Perigon Wealth Management, LLC
DECREASED
Shares10,937 from 14,273
Change-3,336 (-23%)
Value$1.1M (-$155.0K)
Filed 2026-10-22
Axxcess Wealth Management, LLC
DECREASED
Shares10,893 from 674,848
Change-663,955 (-98%)
Value$1.1M (-$59.5M)
Filed 2026-10-21
Mirador Capital Partners LP
DECREASED
Shares10,875 from 10,904
Change-29 (0%)
Value$1.1M (+$141.3K)
Filed 2026-10-09
American Institute for Advanced Investment Management, LLP
DECREASED
Shares10,813 from 11,113
Change-300 (-3%)
Value$1.1M (+$116.2K)
Filed 2026-11-03
Compound Planning, Inc.
INCREASED
Shares10,678 from 9,755
Change+923 (+9%)
Value$1.1M (+$224.4K)
Filed 2026-11-05
Yankcom Partnership
UNCHANGED
Shares10,490 from 10,490
Change0 (0%)
Value$1.1M (+$138.9K)
Filed 2026-10-15
Chicago Partners Investment Group LLC
UNCHANGED
Shares10,388 from 10,388
Change0 (0%)
Value$1.1M (+$191.1K)
Filed 2026-10-27
Providence First Trust Co
NEW
Shares10,061
Change+10,061
Value$1.0M
Filed 2026-11-02
Institute for Wealth Management, Llc.
INCREASED
Shares9,850 from 9,073
Change+777 (+9%)
Value$1.0M (+$200.2K)
Filed 2026-11-06
Northbridge Financial Group, LLC
DECREASED
Shares9,782 from 9,815
Change-33 (0%)
Value$1.1M (+$175.9K)
Filed 2026-11-05
DeDora Capital, Inc.
DECREASED
Shares9,748 from 9,882
Change-134 (-1%)
Value$1.0M (+$117.0K)
Filed 2026-10-26
SFG Wealth Management, Llc.
DECREASED
Shares9,607 from 9,647
Change-40 (0%)
Value$990.4K (+$123.6K)
Filed 2026-10-23
Y.D. More Investments Ltd
DECREASED
Shares9,562 from 10,592
Change-1,030 (-10%)
Value$985.7K (+$34.1K)
Filed 2026-11-02
Rye Brook Capital LLC
INCREASED
Shares9,500 from 8,000
Change+1,500 (+19%)
Value$979.0K (+$260.0K)
Filed 2026-10-07
LJI Wealth Management, LLC
UNCHANGED
Shares9,499 from 9,499
Change0 (0%)
Value$979.3K (+$125.8K)
Filed 2026-10-28
Kraematon Investment Advisors, Inc
UNCHANGED
Shares9,357 from 9,357
Change0 (0%)
Value$964.6K (+$123.9K)
Filed 2026-11-02
Sidoxia Capital Management, LLC
NEW
Shares9,154
Change+9,154
Value$943.7K
Filed 2026-10-28
Bensler, LLC
INCREASED
Shares9,010 from 8,502
Change+508 (+6%)
Value$928.9K (+$165.0K)
Filed 2026-11-05
Triad Wealth Partners, LLC
INCREASED
Shares8,988 from 8,688
Change+300 (+3%)
Value$926.6K (+$110.7K)
Filed 2026-10-26
Fortune Financial Group, Inc.
INCREASED
Shares8,955 from 8,021
Change+934 (+12%)
Value$923.2K (+$202.5K)
Filed 2026-10-22
Cornerstone Wealth, LLC
DECREASED
Shares8,872 from 9,644
Change-772 (-8%)
Value$941.5K (+$43.7K)
Filed 2026-10-28
KFG Wealth Management, LLC
DECREASED
Shares8,776 from 9,877
Change-1,101 (-11%)
Value$904.8K (+$17.3K)
Filed 2026-10-16
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares8,700 from 6,414
Change+2,286 (+36%)
Value$896.9K (+$320.6K)
Filed 2026-10-28
Worthington Financial Partners, LLC
DECREASED
Shares8,659 from 8,740
Change-81 (-1%)
Value$892.6K (+$107.3K)
Filed 2026-10-13
Midwest Trust Co
DECREASED
Shares8,550 from 8,680
Change-130 (-1%)
Value$881.4K (+$101.5K)
Filed 2026-10-22
Financial Partners Group, Inc
INCREASED
Shares8,434 from 5,820
Change+2,614 (+45%)
Value$869.4K (+$346.5K)
Filed 2026-10-19
Kaizen Financial Strategies
INCREASED
Shares8,391 from 8,390
Change+1 (+0%)
Value$865.0K (+$100.5K)
Filed 2026-10-09
Cottage Street Advisors LLC
INCREASED
Shares8,267 from 5,096
Change+3,171 (+62%)
Value$852.2K (+$394.3K)
Filed 2026-10-19
Bluedoor Private Wealth, LLC
DECREASED
Shares8,223 from 9,600
Change-1,377 (-14%)
Value$847.7K (-$14.9K)
Filed 2026-11-05
Glass Jacobson Investment Advisors llc
DECREASED
Shares8,084 from 8,627
Change-543 (-6%)
Value$833.4K (+$58.3K)
Filed 2026-10-26
Castleview Partners, LLC
INCREASED
Shares8,027 from 7,743
Change+284 (+4%)
Value$827.5K (+$131.8K)
Filed 2026-10-09
Strategic Advisors LLC
DECREASED
Shares8,014 from 8,549
Change-535 (-6%)
Value$826.1K (+$58.0K)
Filed 2026-10-13
Intesa Sanpaolo Wealth Management
INCREASED
Shares8,000 from 7,800
Change+200 (+3%)
Value$824.7K (+$123.9K)
Filed 2026-10-28
Juno Financial Group LLC
UNCHANGED
Shares7,994 from 7,994
Change0 (0%)
Value$824.1K (+$105.9K)
Filed 2026-10-27
Richmond Investment Services, LLC
INCREASED
Shares7,983 from 7,179
Change+804 (+11%)
Value$822.9K (+$177.9K)
Filed 2026-10-29
Balboa Wealth Partners
INCREASED
Shares7,896 from 7,872
Change+24 (+0%)
Value$814.0K (+$106.7K)
Filed 2026-10-20
HBW Advisory Services LLC
INCREASED
Shares7,831 from 7,257
Change+574 (+8%)
Value$807.3K (+$155.2K)
Filed 2026-10-15
Global Assets Advisory, LLC
DECREASED
Shares7,831 from 7,931
Change-100 (-1%)
Value$829.9K (+$103.5K)
Filed 2026-10-28
Grantvest Financial Group LLC
INCREASED
Shares7,752 from 7,643
Change+109 (+1%)
Value$799.2K (+$112.4K)
Filed 2026-10-21
FFG Partners, LLC
NEW
Shares7,625
Change+7,625
Value$786.1K
Filed 2026-10-15
Imc-Chicago, LLC
DECREASED
Shares7,484 from 13,928
Change-6,444 (-46%)
Value$771.5K (-$479.9K)
Filed 2026-11-05
AFG Fiduciary Services Limited Partnership
DECREASED
Shares7,468 from 7,523
Change-55 (-1%)
Value$802.6K (+$120.5K)
Filed 2026-10-21
Presilium Private Wealth, LLC
DECREASED
Shares7,373 from 7,375
Change-2 (0%)
Value$760.1K (+$97.4K)
Filed 2026-10-26
Onyx Bridge Wealth Group LLC
INCREASED
Shares7,320 from 5,973
Change+1,347 (+23%)
Value$754.7K (+$218.0K)
Filed 2026-10-16
Retirement Planning Group, LLC
DECREASED
Shares7,319 from 7,900
Change-581 (-7%)
Value$754.5K (+$44.7K)
Filed 2026-10-19
Old National Bancorp
DECREASED
Shares7,308 from 10,505
Change-3,197 (-30%)
Value$753.4K (-$190.5K)
Filed 2026-10-20
Interchange Capital Partners, LLC
INCREASED
Shares7,257 from 6,723
Change+534 (+8%)
Value$748.1K (+$144.1K)
Filed 2026-10-28
Stonebridge Financial Planning Group, LLC
INCREASED
Shares7,250 from 7,219
Change+31 (+0%)
Value$747.4K (+$98.8K)
Filed 2026-11-06
Focus Financial Network, Inc.
DECREASED
Shares7,224 from 7,256
Change-32 (0%)
Value$744.8K (+$92.8K)
Filed 2026-10-14
APS Management Group, Inc.
DECREASED
Shares7,172 from 10,722
Change-3,550 (-33%)
Value$739.4K (-$224.0K)
Filed 2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares7,136 from 6,933
Change+203 (+3%)
Value$735.7K (+$112.7K)
Filed 2026-10-27
Triton Wealth Management, Pllc
DECREASED
Shares7,100 from 7,289
Change-189 (-3%)
Value$693.0K (+$24.9K)
Filed 2026-11-04
Wagner Wealth Management, LLC
INCREASED
Shares7,004 from 6,574
Change+430 (+7%)
Value$722.0K (+$131.3K)
Filed 2026-10-21
US Bancorp \de\
INCREASED
Shares6,953 from 6,501
Change+452 (+7%)
Value$716.8K (+$132.7K)
Filed 2026-11-05
Claro Advisors Inc.
DECREASED
Shares6,922 from 7,054
Change-132 (-2%)
Value$713.6K (+$79.8K)
Filed 2026-11-02
Titleist Asset Management, LLC
INCREASED
Shares6,858 from 6,633
Change+225 (+3%)
Value$707.0K (+$111.0K)
Filed 2026-10-08
Lionsbridge Wealth Management LLC
NEW
Shares6,806
Change+6,806
Value$701.6K
Filed 2026-10-26
TrueWealth Advisors, LLC
UNCHANGED
Shares6,791 from 6,791
Change0 (0%)
Value$700.0K (+$89.9K)
Filed 2026-10-09
Wedmont Private Capital
INCREASED
Shares6,774 from 3,900
Change+2,874 (+74%)
Value$719.4K (+$361.1K)
Filed 2026-10-09
Cottonwood Capital Advisors, LLC
INCREASED
Shares6,716 from 6,641
Change+75 (+1%)
Value$692.3K (+$95.7K)
Filed 2026-10-20
GFS Advisors, LLC
DECREASED
Shares6,575 from 6,641
Change-66 (-1%)
Value$678.0K (-$1.1M)
Filed 2026-11-03
Capital Square, LLC
INCREASED
Shares6,478 from 6,320
Change+158 (+3%)
Value$667.9K (+$87.1K)
Filed 2026-10-19
Northwest Financial Advisors
DECREASED
Shares6,427 from 6,469
Change-42 (-1%)
Value$662.5K (+$81.3K)
Filed 2026-10-27
Private Trust Co NA
INCREASED
Shares6,414 from 5,217
Change+1,197 (+23%)
Value$661.2K (+$192.5K)
Filed 2026-10-20
Sculati Wealth Management, LLC
INCREASED
Shares6,405 from 4,000
Change+2,405 (+60%)
Value$690.5K (+$321.0K)
Filed 2026-10-19
Fisher Asset Management, LLC
INCREASED
Shares6,399 from 3,188
Change+3,211 (+101%)
Value$659.7K (+$373.2K)
Filed 2026-11-06
Caldwell Trust Co
INCREASED
Shares6,287 from 5,990
Change+297 (+5%)
Value$648.1K (+$109.9K)
Filed 2026-10-30
Perryman Financial Advisory Inc
INCREASED
Shares6,259 from 5,563
Change+696 (+13%)
Value$645.3K (+$145.4K)
Filed 2026-10-16
VVR Holdings LLC
NEW
Shares6,203
Change+6,203
Value$639.5K
Filed 2026-10-19
Crestwood Advisors Group, LLC
DECREASED
Shares6,126 from 6,937
Change-811 (-12%)
Value$631.5K (+$8.2K)
Filed 2026-10-27
Balance Wealth Partners LLC
DECREASED
Shares6,075 from 7,811
Change-1,736 (-22%)
Value$626.3K (-$75.5K)
Filed 2026-10-27
Modera Wealth Management, LLC
INCREASED
Shares5,928 from 4,311
Change+1,617 (+38%)
Value$611.1K (+$223.7K)
Filed 2026-10-28
Schear Investment Advisers, LLC
NEW
Shares5,876
Change+5,876
Value$605.8K
Filed 2026-10-14
Tempo Wealth, LLC
UNCHANGED
Shares5,876 from 5,876
Change0 (0%)
Value$605.8K (+$77.8K)
Filed 2026-10-14
Choreo, LLC
INCREASED
Shares5,705 from 5,633
Change+72 (+1%)
Value$588.1K (+$82.0K)
Filed 2026-10-28
Quantum Private Wealth, LLC
INCREASED
Shares5,635 from 5,581
Change+54 (+1%)
Value$580.9K (+$79.5K)
Filed 2026-10-20
Signature Equity Partners, LLC
INCREASED
Shares5,627 from 1,347
Change+4,280 (+318%)
Value$580.1K (+$459.1K)
Filed 2026-10-29
Seven Hills Financial, LLC
NEW
Shares5,479
Change+5,479
Value$564.8K
Filed 2026-10-13
HUB Investment Partners, LLC
INCREASED
Shares5,472 from 4,111
Change+1,361 (+33%)
Value$564.1K (+$194.8K)
Filed 2026-11-03
Savant Capital, LLC
NEW
Shares5,426
Change+5,426
Value$559.4K
Filed 2026-11-06
Strategic Blueprint, LLC
INCREASED
Shares5,398 from 5,357
Change+41 (+1%)
Value$556.5K (+$75.2K)
Filed 2026-10-22
Wealth Effects LLC
INCREASED
Shares5,337 from 4,842
Change+495 (+10%)
Value$550.2K (+$115.1K)
Filed 2026-10-23
Valmark Advisers, Inc.
INCREASED
Shares5,263 from 4,861
Change+402 (+8%)
Value$542.6K (+$105.8K)
Filed 2026-11-06
Gilman Hill Asset Management, LLC
DECREASED
Shares5,250 from 5,575
Change-325 (-6%)
Value$541.2K (+$40.3K)
Filed 2026-10-13
Allworth Financial LP
INCREASED
Shares5,238 from 5,135
Change+103 (+2%)
Value$470.6K (+$9.3K)
Filed 2026-11-06
Buck Wealth Strategies, LLC
INCREASED
Shares5,089 from 2,749
Change+2,340 (+85%)
Value$524.6K (+$277.6K)
Filed 2026-10-28
Elmwood Wealth Management, Inc.
UNCHANGED
Shares5,066 from 5,066
Change0 (0%)
Value$522.3K (+$67.1K)
Filed 2026-10-14
Stirlingshire Investments, Inc.
INCREASED
Shares5,061 from 3,844
Change+1,217 (+32%)
Value$521.7K (+$176.4K)
Filed 2026-11-05
Summit Wealth Group LLC / Co
DECREASED
Shares5,009 from 5,011
Change-2 (0%)
Value$516.4K (+$66.1K)
Filed 2026-10-29
Facet Wealth, Inc.
INCREASED
Shares5,000 from 3,596
Change+1,404 (+39%)
Value$515.5K (+$192.4K)
Filed 2026-11-04
71 West Capital Partners
UNCHANGED
Shares4,982 from 4,982
Change0 (0%)
Value$513.6K (+$66.0K)
Filed 2026-11-04
Joseph Group Capital Management
UNCHANGED
Shares4,937 from 4,937
Change0 (0%)
Value$509.0K (+$65.4K)
Filed 2026-11-04
BCS Wealth Management
UNCHANGED
Shares4,750 from 4,750
Change0 (0%)
Value$489.7K (+$62.9K)
Filed 2026-11-03
MBE Wealth Management, LLC
INCREASED
Shares4,743 from 4,742
Change+1 (+0%)
Value$488.9K (+$62.9K)
Filed 2026-10-26
New Wave Wealth Advisors LLC
NEW
Shares4,715
Change+4,715
Value$506.8K
Filed 2026-10-19
MTM Investment Management, LLC
UNCHANGED
Shares4,600 from 4,600
Change0 (0%)
Value$474.2K (+$60.9K)
Filed 2026-10-30
ProCore Advisors, LLC
INCREASED
Shares4,584 from 4,358
Change+226 (+5%)
Value$472.6K (+$81.0K)
Filed 2026-10-14
Nilsine Partners, LLC
DECREASED
Shares4,557 from 4,837
Change-280 (-6%)
Value$469.8K (+$35.2K)
Filed 2026-11-02
Baker Avenue Asset Management, LP
NEW
Shares4,554
Change+4,554
Value$469.5K
Filed 2026-11-06
Archford Capital Strategies, LLC
UNCHANGED
Shares4,553 from 4,553
Change0 (0%)
Value$469.3K (+$60.3K)
Filed 2026-10-19
First Citizens Bank & Trust Co
DECREASED
Shares4,541 from 4,613
Change-72 (-2%)
Value$468.1K (+$53.7K)
Filed 2026-10-14
Choice Wealth Advisors LLC
UNCHANGED
Shares4,387 from 4,387
Change0 (0%)
Value$452.3K (+$58.1K)
Filed 2026-10-16
Fusion Capital, LLC
DECREASED
Shares4,363 from 4,412
Change-49 (-1%)
Value$449.8K (+$53.4K)
Filed 2026-10-28
First County Bank
INCREASED
Shares4,350 from 4,000
Change+350 (+9%)
Value$448.4K (+$89.0K)
Filed 2026-10-13
Private Advisory Group LLC
NEW
Shares4,348
Change+4,348
Value$448.2K
Filed 2026-11-06
Chapin Davis, Inc.
UNCHANGED
Shares4,348 from 4,348
Change0 (0%)
Value$448.3K (+$57.6K)
Filed 2026-10-09
Stablepoint Partners, LLC
UNCHANGED
Shares4,271 from 4,271
Change0 (0%)
Value$440.3K (+$56.5K)
Filed 2026-11-03
Russell Investments Group, Ltd.
INCREASED
Shares4,196 from 3,254
Change+942 (+29%)
Value$432.5K (+$140.2K)
Filed 2026-11-06
Americana Partners, LLC
UNCHANGED
Shares4,142 from 4,142
Change0 (0%)
Value$427.0K (+$54.8K)
Filed 2026-10-28
Walker Asset Management, LLC
INCREASED
Shares4,081 from 4,074
Change+7 (+0%)
Value$420.7K (+$54.7K)
Filed 2026-10-13
Indivisible Partners
DECREASED
Shares4,066 from 4,255
Change-189 (-4%)
Value$419.2K (+$36.9K)
Filed 2026-10-26
Baldwin Wealth Partners LLC
INCREASED
Shares3,979 from 2,979
Change+1,000 (+34%)
Value$410.2K (+$142.5K)
Filed 2026-10-13
Sound Income Strategies, LLC
INCREASED
Shares3,945 from 3,940
Change+5 (+0%)
Value$419.0K (+$65.0K)
Filed 2026-10-09
Aurora Private Wealth, Inc.
UNCHANGED
Shares3,921 from 3,921
Change0 (0%)
Value$404.0K (+$52.0K)
Filed 2026-10-20
Kingdom Financial Group Llc.
DECREASED
Shares3,906 from 4,396
Change-490 (-11%)
Value$402.6K (+$7.7K)
Filed 2026-11-04
Opal Wealth Advisors, LLC
DECREASED
Shares3,847 from 4,386
Change-539 (-12%)
Value$396.6K (+$2.5K)
Filed 2026-10-16
Pinion Investment Advisors, LLC
INCREASED
Shares3,809 from 3,427
Change+382 (+11%)
Value$392.7K (+$84.8K)
Filed 2026-11-04
Reap Financial Group, LLC
UNCHANGED
Shares3,790 from 3,790
Change0 (0%)
Value$390.7K (+$50.2K)
Filed 2026-11-02
AdvisorNet Financial, Inc
INCREASED
Shares3,773 from 3,222
Change+551 (+17%)
Value$391.4K (+$101.9K)
Filed 2026-10-15
Money Concepts Capital Corp
NEW
Shares3,757
Change+3,757
Value$387.3K
Filed 2026-11-06
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares3,702 from 3,702
Change0 (0%)
Value$197.2K (+$8.0K)
Filed 2026-11-04
Acorn Wealth Advisors, LLC
DECREASED
Shares3,663 from 3,703
Change-40 (-1%)
Value$377.6K (+$45.0K)
Filed 2026-10-19
Ritholtz Wealth Management
NEW
Shares3,655
Change+3,655
Value$376.8K
Filed 2026-11-05
Valued Retirements, Inc.
INCREASED
Shares3,647 from 3,473
Change+174 (+5%)
Value$375.9K (+$63.8K)
Filed 2026-11-06
tru Independence LLC
UNCHANGED
Shares3,644 from 3,644
Change0 (0%)
Value$375.6K (+$48.3K)
Filed 2026-10-20
Venture Visionary Partners LLC
INCREASED
Shares3,629 from 3,023
Change+606 (+20%)
Value$374.2K (+$102.6K)
Filed 2026-10-07
Omega Financial Group, LLC
DECREASED
Shares3,616 from 3,628
Change-12 (0%)
Value$372.8K (+$46.8K)
Filed 2026-10-29
Asset One Wealth Management LLC
NEW
Shares3,615
Change+3,615
Value$372.7K
Filed 2026-11-02
Plan Group Financial, LLC
DECREASED
Shares3,547 from 4,257
Change-710 (-17%)
Value$356.1K (-$26.3K)
Filed 2026-10-22
Sun Group Wealth Partners
NEW
Shares3,530
Change+3,530
Value$363.9K
Filed 2026-10-26
Granville Capital, Inc.
UNCHANGED
Shares3,493 from 3,493
Change0 (0%)
Value$360.1K (+$46.3K)
Filed 2026-11-05
Team Financial Group, LLC
INCREASED
Shares3,485 from 3,457
Change+28 (+1%)
Value$359.2K (+$48.6K)
Filed 2026-10-30
Macroview Investment Management LLC
DECREASED
Shares3,478 from 3,587
Change-109 (-3%)
Value$358.5K (+$36.3K)
Filed 2026-10-26
KMG Fiduciary Partners, LLC
UNCHANGED
Shares3,462 from 3,462
Change0 (0%)
Value$356.9K (+$45.8K)
Filed 2026-10-14
Sanders Morris Harris LLC
NEW
Shares3,444
Change+3,444
Value$355.0K
Filed 2026-10-14
JBR Co Financial Management Inc
UNCHANGED
Shares3,417 from 3,417
Change0 (0%)
Value$311.3K (+$4.3K)
Filed 2026-10-13
WealthTrust Asset Management, LLC
INCREASED
Shares3,366 from 3,245
Change+121 (+4%)
Value$347.0K (+$55.4K)
Filed 2026-10-22
AlphaStar Capital Management, LLC
NEW
Shares3,359
Change+3,359
Value$346.2K
Filed 2026-10-16
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares3,355 from 3,366
Change-11 (0%)
Value$345.9K (+$43.4K)
Filed 2026-10-15
Silverlake Wealth Management LLC
UNCHANGED
Shares3,336 from 3,336
Change0 (0%)
Value$343.9K (+$44.2K)
Filed 2026-10-21
Cypress Wealth Services, LLC
UNCHANGED
Shares3,320 from 3,320
Change0 (0%)
Value$353.8K (+$55.5K)
Filed 2026-10-21
Meridian Financial Advisors, LLC
DECREASED
Shares3,308 from 3,443
Change-135 (-4%)
Value$341.0K (+$31.7K)
Filed 2026-10-14
Rhodes Investment Advisors Inc
NEW
Shares3,255
Change+3,255
Value$335.6K
Filed 2026-10-07
LFG Wealth Partners, LLC
UNCHANGED
Shares3,228 from 3,228
Change0 (0%)
Value$332.7K (+$42.7K)
Filed 2026-10-28
Trilogy Capital Inc.
INCREASED
Shares3,218 from 2,956
Change+262 (+9%)
Value$331.7K (+$66.1K)
Filed 2026-10-20
Avidian Wealth Enterprises, LLC
INCREASED
Shares3,211 from 3,160
Change+51 (+2%)
Value$331.0K (+$47.1K)
Filed 2026-10-08
Briggs Wealth Management, Inc
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$329.9K (+$42.4K)
Filed 2026-10-26
Frederick Financial Consultants, LLC
INCREASED
Shares3,111 from 2,941
Change+170 (+6%)
Value$320.7K (+$56.5K)
Filed 2026-10-29
Allspring Global Investments Holdings, LLC
INCREASED
Shares3,098 from 2,870
Change+228 (+8%)
Value$325.9K (+$66.2K)
Filed 2026-11-04
First International Bank of Israel Ltd.
NEW
Shares3,097
Change+3,097
Value$319.3K
Filed 2026-11-04
Nova Financial LLC
NEW
Shares3,069
Change+3,069
Value$316.4K
Filed 2026-11-04
Evolution Wealth Advisors, LLC
INCREASED
Shares3,038 from 2,985
Change+53 (+2%)
Value$313.2K (+$45.0K)
Filed 2026-11-03
Darden Wealth Group Inc
INCREASED
Shares3,020 from 2,970
Change+50 (+2%)
Value$311.4K (+$44.5K)
Filed 2026-11-06
Absolute Capital Management, LLC
DECREASED
Shares3,004 from 3,476
Change-472 (-14%)
Value$309.7K (-$2.6K)
Filed 2026-10-16
Investment Planning Advisors, Inc.
DECREASED
Shares3,001 from 3,014
Change-13 (0%)
Value$309.3K (+$38.5K)
Filed 2026-10-14
Towneley Capital Management, Inc / de
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$309.3K (+$39.7K)
Filed 2026-10-09
Csenge Advisory Group
NEW
Shares2,993
Change+2,993
Value$308.6K
Filed 2026-11-04
Stewardship Concepts Financial Services LLC
DECREASED
Shares2,985 from 3,019
Change-34 (-1%)
Value$307.8K (+$36.5K)
Filed 2026-10-06
Urban Wealth Management, LLC
UNCHANGED
Shares2,930 from 2,930
Change0 (0%)
Value$302.1K (+$38.8K)
Filed 2026-10-21
William Mack & Associates, Inc.
UNCHANGED
Shares2,899 from 2,899
Change0 (0%)
Value$298.9K (+$38.4K)
Filed 2026-10-27
OpenArc Corporate Advisory, LLC
INCREASED
Shares2,890 from 2,556
Change+334 (+13%)
Value$297.9K (+$68.3K)
Filed 2026-10-21
Williams & Novak Wealth Management, LLC
NEW
Shares2,889
Change+2,889
Value$297.8K
Filed 2026-10-09
Huntleigh Advisors, Inc.
DECREASED
Shares2,887 from 2,895
Change-8 (0%)
Value$297.6K (+$37.5K)
Filed 2026-11-03
Collier Financial
UNCHANGED
Shares2,881 from 2,881
Change0 (0%)
Value$297.0K (+$38.1K)
Filed 2026-11-06
Argyle Capital Partners, LLC
DECREASED
Shares2,878 from 3,128
Change-250 (-8%)
Value$296.7K (+$15.6K)
Filed 2026-10-23
KPP Advisory Services LLC
DECREASED
Shares2,820 from 3,200
Change-380 (-12%)
Value$290.7K (+$3.2K)
Filed 2026-10-26
Brighton Jones LLC
INCREASED
Shares2,805 from 2,734
Change+71 (+3%)
Value$289.1K (+$43.5K)
Filed 2026-11-03
Quadcap Wealth Management, LLC
DECREASED
Shares2,696 from 2,794
Change-98 (-4%)
Value$277.9K (+$26.9K)
Filed 2026-11-02
Tempus Wealth Planning, LLC
INCREASED
Shares2,659 from 2,614
Change+45 (+2%)
Value$274.1K (+$39.2K)
Filed 2026-10-14
Apella Capital, LLC
INCREASED
Shares2,650 from 2,610
Change+40 (+2%)
Value$282.4K (+$41.7K)
Filed 2026-10-08
Pines Wealth Management, LLC
DECREASED
Shares2,640 from 2,645
Change-5 (0%)
Value$272.2K (+$34.5K)
Filed 2026-10-21
Kennedy Investment Group, Inc.
DECREASED
Shares2,600 from 2,828
Change-228 (-8%)
Value$268.0K (+$13.9K)
Filed 2026-10-21
Symphony Financial, Ltd. Co.
DECREASED
Shares2,585 from 10,111
Change-7,526 (-74%)
Value$266.6K (-$641.5K)
Filed 2026-10-22
Boyer Financial Services, Inc.
DECREASED
Shares2,573 from 2,902
Change-329 (-11%)
Value$265.3K (+$2.2K)
Filed 2026-10-23
Pinnacle Bancorp, Inc.
UNCHANGED
Shares2,555 from 2,555
Change0 (0%)
Value$263.4K (+$33.8K)
Filed 2026-10-21
Plimoth Trust Co LLC
UNCHANGED
Shares2,542 from 2,542
Change0 (0%)
Value$262.1K (+$33.7K)
Filed 2026-10-26
Kathmere Capital Management, LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$257.7K (+$33.1K)
Filed 2026-10-20
Summa Corp.
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$257.7K (+$28.2K)
Filed 2026-10-30
Revisor Wealth Management LLC
DECREASED
Shares2,490 from 2,869
Change-379 (-13%)
Value$251.3K (-$6.4K)
Filed 2026-10-20
Portfolio Resources Advisor Group, Inc.
NEW
Shares2,485
Change+2,485
Value$256.2K
Filed 2026-10-20
GR Financial Group, LLC
DECREASED
Shares2,480 from 2,504
Change-24 (-1%)
Value$255.7K (+$30.7K)
Filed 2026-10-27
Corecam Pte. Ltd.
UNCHANGED
Shares2,450 from 2,450
Change0 (0%)
Value$252.6K (+$32.4K)
Filed 2026-10-23
Princeton Global Asset Management LLC
UNCHANGED
Shares2,421 from 2,421
Change0 (0%)
Value$249.6K (+$32.1K)
Filed 2026-10-21
Harbour Trust & Investment Management Co
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$247.4K (+$31.8K)
Filed 2026-10-28
NBT Bank, N.A.
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$247.4K (+$31.8K)
Filed 2026-10-21
Kendall Capital Management
NEW
Shares2,398
Change+2,398
Value$247.2K
Filed 2026-10-23
Econ Financial Services Corp
INCREASED
Shares2,390 from 2,295
Change+95 (+4%)
Value$246.4K (+$40.2K)
Filed 2026-10-19
Alliance Wealth Advisors, LLC
UNCHANGED
Shares2,388 from 2,388
Change0 (0%)
Value$246.2K (+$31.6K)
Filed 2026-10-14
Worth Financial Advisory Group, LLC
INCREASED
Shares2,381 from 2,326
Change+55 (+2%)
Value$245.5K (+$36.5K)
Filed 2026-10-19
Pacific Excel Wealth Advisors, Inc.
NEW
Shares2,363
Change+2,363
Value$243.6K
Filed 2026-10-27
Outlook Wealth Advisors, LLC
NEW
Shares2,351
Change+2,351
Value$242.3K
Filed 2026-10-28
Advocate Investing Services LLC
DECREASED
Shares2,350 from 2,653
Change-303 (-11%)
Value$242.3K (+$3.9K)
Filed 2026-10-26
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares2,336 from 3,887
Change-1,551 (-40%)
Value$240.9K (-$108.5K)
Filed 2026-10-14
Mayfair Advisory Group, LLC
NEW
Shares2,335
Change+2,335
Value$240.7K
Filed 2026-10-20
Allen Capital Group, LLC
UNCHANGED
Shares2,329 from 2,329
Change0 (0%)
Value$240.1K (+$30.8K)
Filed 2026-10-27
Impact Capital Partners LLC
UNCHANGED
Shares2,300 from 2,300
Change0 (0%)
Value$237.1K (+$30.5K)
Filed 2026-10-22
Deutsche Bank Ag\
UNCHANGED
Shares2,279 from 2,279
Change0 (0%)
Value$234.9K (+$30.2K)
Filed 2026-11-06
BostonPremier Wealth LLC
NEW
Shares2,267
Change+2,267
Value$233.7K
Filed 2026-10-16
Verdence Capital Advisors LLC
NEW
Shares2,261
Change+2,261
Value$233.1K
Filed 2026-10-26
Founders Financial Securities LLC
NEW
Shares2,257
Change+2,257
Value$232.7K
Filed 2026-10-28
Integrity Investment Advisors, LLC
UNCHANGED
Shares2,253 from 2,253
Change0 (0%)
Value$232.3K (+$29.8K)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
DECREASED
Shares2,250 from 2,307
Change-57 (-2%)
Value$232.0K (+$24.7K)
Filed 2026-11-04
Gerber Kawasaki Wealth & Investment Management
NEW
Shares2,235
Change+2,235
Value$230.5K
Filed 2026-10-29
Keudell ison Wealth Management
NEW
Shares2,225
Change+2,225
Value$229.4K
Filed 2026-10-16
Saxony Capital Management, LLC
NEW
Shares2,172
Change+2,172
Value$223.9K
Filed 2026-10-15
Fiscal Wisdom Wealth Management, LLC
NEW
Shares2,125
Change+2,125
Value$219.1K
Filed 2026-10-16
Cassaday & Co Wealth Management LLC
NEW
Shares2,116
Change+2,116
Value$218.1K
Filed 2026-10-27
Eagle Wealth Strategies LLC
DECREASED
Shares2,116 from 2,733
Change-617 (-23%)
Value$218.1K (-$27.5K)
Filed 2026-10-20
Balentine LLC
UNCHANGED
Shares2,110 from 2,110
Change0 (0%)
Value$217.5K (+$27.9K)
Filed 2026-11-03
HCR Wealth Advisors
NEW
Shares2,100
Change+2,100
Value$216.5K
Filed 2026-10-15
Corbyn Investment Management Inc
NEW
Shares2,097
Change+2,097
Value$216.2K
Filed 2026-10-30
Fulton Breakefield Broenniman LLC
NEW
Shares2,095
Change+2,095
Value$216.0K
Filed 2026-11-03
Fell Capital Management
NEW
Shares2,090
Change+2,090
Value$215.5K
Filed 2026-10-09
PVG Asset Management Corp
NEW
Shares2,086
Change+2,086
Value$215.0K
Filed 2026-10-19
Blue Bell Private Wealth Management, LLC
DECREASED
Shares2,081 from 2,082
Change-1 (0%)
Value$214.5K (+$27.5K)
Filed 2026-10-29
Centerpoint Advisory Group
NEW
Shares2,068
Change+2,068
Value$213.2K
Filed 2026-10-23
Florida Trust Wealth Management Co
DECREASED
Shares2,044 from 2,444
Change-400 (-16%)
Value$210.7K (-$8.9K)
Filed 2026-11-05
First Heartland Consultants, Inc.
NEW
Shares2,034
Change+2,034
Value$209.7K
Filed 2026-10-08
Trust Co of Toledo NA
UNCHANGED
Shares2,020 from 2,020
Change0 (0%)
Value$208.2K (+$26.7K)
Filed 2026-10-16
Sloy Dahl & Holst, LLC
NEW
Shares2,005
Change+2,005
Value$206.7K
Filed 2026-10-14
Madrid Wealth Management, LLC
NEW
Shares2,000
Change+2,000
Value$206.2K
Filed 2026-10-23
Castle Rock Wealth Management, LLC
NEW
Shares1,993
Change+1,993
Value$215.5K
Filed 2026-10-09
Archer Investment Corp
UNCHANGED
Shares1,991 from 1,991
Change0 (0%)
Value$205.2K (+$26.4K)
Filed 2026-11-05
Bank of New York Mellon Corp
NEW
Shares1,985
Change+1,985
Value$204.6K
Filed 2026-11-05
Post Resch Tallon Group Inc.
NEW
Shares1,950
Change+1,950
Value$201.0K
Filed 2026-10-09
Clark Wealth Partners
UNCHANGED
Shares1,949 from 1,949
Change0 (0%)
Value$201.0K (+$25.8K)
Filed 2026-10-19
SBI Securities Co., Ltd.
INCREASED
Shares1,904 from 1,579
Change+325 (+21%)
Value$196.3K (+$54.4K)
Filed 2026-10-22
GK Wealth Management LLC
DECREASED
Shares1,802 from 4,323
Change-2,521 (-58%)
Value$185.8K (-$202.6K)
Filed 2026-10-09
Murphy & Mullick Capital Management Corp
INCREASED
Shares1,760 from 1,710
Change+50 (+3%)
Value$181.5K (+$27.8K)
Filed 2026-11-02
Fairscale Capital, LLC
UNCHANGED
Shares1,728 from 1,728
Change0 (0%)
Value$174.6K (+$19.3K)
Filed 2026-11-04
Hanson & Doremus Investment Management
UNCHANGED
Shares1,710 from 1,710
Change0 (0%)
Value$176.0K (+$22.0K)
Filed 2026-10-16
Rossby Financial, LCC
INCREASED
Shares1,639 from 293
Change+1,346 (+459%)
Value$169.0K (+$142.6K)
Filed 2026-11-05
Friedenthal Financial
DECREASED
Shares1,627 from 2,047
Change-420 (-21%)
Value$167.7K (-$16.2K)
Filed 2026-10-27
POM Investment Strategies, LLC
NEW
Shares1,448
Change+1,448
Value$149.3K
Filed 2026-10-20
Biltmore Family Office, LLC
DECREASED
Shares1,445 from 1,527
Change-82 (-5%)
Value$149.0K (+$11.8K)
Filed 2026-11-03
Gilpin Wealth Management, LLC
INCREASED
Shares1,286 from 1,104
Change+182 (+16%)
Value$132.6K (+$33.4K)
Filed 2026-10-09
Key FInancial Inc
UNCHANGED
Shares1,239 from 1,239
Change0 (0%)
Value$127.7K (+$16.4K)
Filed 2026-11-02
Register Financial Advisors LLC
INCREASED
Shares1,223 from 1,213
Change+10 (+1%)
Value$126.0K (+$17.1K)
Filed 2026-10-23
Bangor Savings Bank
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$113.4K (+$14.6K)
Filed 2026-10-06
Foresight Capital Management Advisors, Inc.
NEW
Shares1,029
Change+1,029
Value$106.1K
Filed 2026-10-27
Acropolis Investment Management, LLC
NEW
Shares1,000
Change+1,000
Value$103.1K
Filed 2026-10-08
Elyxium Wealth, LLC
NEW
Shares972
Change+972
Value$100.2K
Filed 2026-10-27
Madden Securities Corp
NEW
Shares969
Change+969
Value$99.9K
Filed 2026-10-27
Noble Wealth Management PBC
UNCHANGED
Shares925 from 925
Change0 (0%)
Value$95.4K (+$12.2K)
Filed 2026-10-01
North Star Investment Management Corp.
UNCHANGED
Shares885 from 885
Change0 (0%)
Value$91.2K (+$11.7K)
Filed 2026-10-27
Westside Investment Management, Inc.
UNCHANGED
Shares858 from 858
Change0 (0%)
Value$88.7K (+$11.5K)
Filed 2026-11-02
Investment Research & Advisory Group, Inc.
UNCHANGED
Shares840 from 840
Change0 (0%)
Value$86.6K (+$11.1K)
Filed 2026-10-19
Bell Investment Advisors, Inc
DECREASED
Shares750 from 793
Change-43 (-5%)
Value$77.3K (+$6.1K)
Filed 2026-10-29
Bfsg, LLC
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$77.3K (+$9.9K)
Filed 2026-10-30
Community Bank, N.A.
UNCHANGED
Shares728 from 728
Change0 (0%)
Value$75.0K (+$9.6K)
Filed 2026-11-06
Central Trust Co
INCREASED
Shares717 from 189
Change+528 (+279%)
Value$73.9K (+$56.9K)
Filed 2026-11-05
Clearstead Advisors, LLC
DECREASED
Shares698 from 1,331
Change-633 (-48%)
Value$71.9K (-$47.6K)
Filed 2026-11-06
Nfsg Corp
UNCHANGED
Shares664 from 664
Change0 (0%)
Value$68.5K (+$8.8K)
Filed 2026-10-15
Eastern Bank
UNCHANGED
Shares652 from 652
Change0 (0%)
Value$67.2K (+$8.6K)
Filed 2026-10-05
Root Financial Partners, LLC
NEW
Shares648
Change+648
Value$66.8K
Filed 2026-10-21
James T. Borello RIA
UNCHANGED
Shares648 from 648
Change0 (0%)
Value$66.8K (+$8.6K)
Filed 2026-10-16
Polaris Financial Partners
NEW
Shares625
Change+625
Value$65
Filed 2026-10-02
Larson Financial Group LLC
DECREASED
Shares620 from 642
Change-22 (-3%)
Value$63.9K (+$6.2K)
Filed 2026-11-05
Silver Grove Financial Group, Inc.
NEW
Shares600
Change+600
Value$61.9K
Filed 2026-11-05
WPG Advisers, LLC
INCREASED
Shares555 from 550
Change+5 (+1%)
Value$57.2K (+$7.8K)
Filed 2026-10-27
Armstrong Advisory Group, Inc
UNCHANGED
Shares542 from 542
Change0 (0%)
Value$55.9K (+$7.2K)
Filed 2026-10-09
Natixis
UNCHANGED
Shares521 from 521
Change0 (0%)
Value$54.2K (+$7.6K)
Filed 2026-11-06
Gamma Investing LLC
INCREASED
Shares516 from 27
Change+489 (+1811%)
Value$53.2K (+$50.8K)
Filed 2026-10-08
Roxbury Financial LLC
UNCHANGED
Shares495 from 495
Change0 (0%)
Value$51.0K (+$6.6K)
Filed 2026-10-01
Asset Dedication, LLC
INCREASED
Shares484 from 406
Change+78 (+19%)
Value$49.9K (+$13.4K)
Filed 2026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares445 from 445
Change0 (0%)
Value$45.9K (+$5.9K)
Filed 2026-10-23
UMB Private Wealth Management, LLC
NEW
Shares421
Change+421
Value$43.4K
Filed 2026-10-19
FNY Investment Advisers, LLC
NEW
Shares400
Change+400
Value$41.0K
Filed 2026-10-16
Hilltop National Bank
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$41.2K (+$5.3K)
Filed 2026-10-14
New England Capital Financial Advisors LLC
UNCHANGED
Shares391 from 391
Change0 (0%)
Value$40.3K (+$5.2K)
Filed 2026-11-03
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares390 from 390
Change0 (0%)
Value$40.0K (+$5.0K)
Filed 2026-11-02
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares385 from 385
Change0 (0%)
Value$39.7K (+$5.1K)
Filed 2026-10-30
Rakuten Securities, Inc.
DECREASED
Shares384 from 500
Change-116 (-23%)
Value$39.6K (-$5.3K)
Filed 2026-11-02
AlphaCore Capital LLC
INCREASED
Shares372 from 370
Change+2 (+1%)
Value$38.3K (+$5.1K)
Filed 2026-11-04
Nemes Rush Group LLC
UNCHANGED
Shares360 from 360
Change0 (0%)
Value$37.1K (+$4.8K)
Filed 2026-11-04
TFC Financial Management, Inc.
UNCHANGED
Shares344 from 344
Change0 (0%)
Value$35.5K (+$4.6K)
Filed 2026-10-26
Evolution Wealth Management Inc.
DECREASED
Shares335 from 849
Change-514 (-61%)
Value$34.5K (-$41.8K)
Filed 2026-10-28
Ameliora Wealth Management Ltd.
UNCHANGED
Shares319 from 319
Change0 (0%)
Value$32.9K (+$4.2K)
Filed 2026-10-23
Financial Network Wealth Advisors LLC
UNCHANGED
Shares277 from 277
Change0 (0%)
Value$28.6K (+$3.7K)
Filed 2026-10-28
Hilton Head Capital Partners, LLC
INCREASED
Shares249 from 15
Change+234 (+1560%)
Value$25.7K (+$24.3K)
Filed 2026-10-23
Financial Consulate, Inc
UNCHANGED
Shares248 from 248
Change0 (0%)
Value$25.6K (+$3.3K)
Filed 2026-10-23
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares235 from 235
Change0 (0%)
Value$24.2K (+$3.1K)
Filed 2026-10-16
RMG Wealth Management LLC
NEW
Shares217
Change+217
Value$22.2K
Filed 2026-10-26
Blue Trust, Inc.
INCREASED
Shares217 from 79
Change+138 (+175%)
Value$22.3K (+$15.2K)
Filed 2026-10-15
Wolff Wiese Magana LLC
UNCHANGED
Shares213 from 213
Change0 (0%)
Value$22.0K (+$2.8K)
Filed 2026-10-15
Torren Management, LLC
NEW
Shares201
Change+201
Value$20.7K
Filed 2026-10-29
Versant Capital Management, Inc
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$20.6K (+$2.6K)
Filed 2026-10-02
Brown, Lisle Ings, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$20.7K (+$2.7K)
Filed 2026-10-16
Whipplewood Advisors, LLC
DECREASED
Shares198 from 1,015
Change-817 (-80%)
Value$20.4K (-$70.8K)
Filed 2026-10-20
Maseco LLP
NEW
Shares175
Change+175
Value$18.0K
Filed 2026-10-27
Pathway Financial Advisers, LLC
NEW
Shares157
Change+157
Value$16.2K
Filed 2026-10-27
Ascentis Wealth Management, LLC
INCREASED
Shares156 from 128
Change+28 (+22%)
Value$16.1K (+$4.6K)
Filed 2026-11-03
Entrust Financial LLC
NEW
Shares150
Change+150
Value$15.5K
Filed 2026-11-04
MV Capital Management, Inc.
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$15.5K (+$2.0K)
Filed 2026-10-29
Financial Perspectives, Inc
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$14.9K (+$1.9K)
Filed 2026-11-03
Beacon Investment Advisory Services, Inc.
DECREASED
Shares129 from 179
Change-50 (-28%)
Value$13.3K (-$2.8K)
Filed 2026-10-13
Jnba Financial Advisors
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$12.9K (+$1.7K)
Filed 2026-11-03
Quest 10 Wealth Builders, Inc.
DECREASED
Shares121 from 126
Change-5 (-4%)
Value$12.5K (+$1.2K)
Filed 2026-11-02
Abound Wealth Management
INCREASED
Shares118 from 109
Change+9 (+8%)
Value$12.2K (+$2.4K)
Filed 2026-10-26
Key Capital Management, Inc
UNCHANGED
Shares114 from 114
Change0 (0%)
Value$11.8K (+$1.5K)
Filed 2026-11-03
Signaturefd, LLC
DECREASED
Shares109 from 114
Change-5 (-4%)
Value$11.2K (+$994)
Filed 2026-10-23
Financial Freedom, LLC
NEW
Shares105
Change+105
Value$10.8K
Filed 2026-11-06
Mather Group, Llc.
NEW
Shares101
Change+101
Value$10.4K
Filed 2026-10-14
Realta Investment Advisors
DECREASED
Shares100 from 8,125
Change-8,025 (-99%)
Value$10.3K (-$719.7K)
Filed 2026-10-14
Downshift Financial, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$10.3K (+$1.3K)
Filed 2026-10-13
Proathlete Wealth Management LLC
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$9.9K (+$1.3K)
Filed 2026-10-15
Trust Co
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$9.5K (+$1.2K)
Filed 2026-10-09
Salomon & Ludwin, LLC
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$9.3K (+$1.1K)
Filed 2026-10-29
Physician Wealth Advisors, Inc.
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$9.1K (+$1.2K)
Filed 2026-10-20
GHP Investment Advisors, Inc.
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$8.7K (+$1.1K)
Filed 2026-10-15
Avion Wealth
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$8 (+$1)
Filed 2026-11-04
Accordant Advisory Group Inc
NEW
Shares82
Change+82
Value$8.5K
Filed 2026-10-29
Costello Asset Management, Inc
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$8.4K (+$1.1K)
Filed 2026-10-30
Rosenberg Matthew Hamilton
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$8.1K (+$1.0K)
Filed 2026-10-05
10Elms LLP
NEW
Shares76
Change+76
Value$7.8K
Filed 2026-11-06
Ascentis Independent Advisors
NEW
Shares75
Change+75
Value$7.9K
Filed 2026-11-03
Concord Wealth Partners
NEW
Shares70
Change+70
Value$7.2K
Filed 2026-11-02
United Financial Planning Group LLC
NEW
Shares68
Change+68
Value$7.0K
Filed 2026-11-04
Highline Wealth Partners LLC
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$7.0K (+$896)
Filed 2026-10-19
Strengthening Families & Communities, LLC
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$6.7K (+$858)
Filed 2026-10-21
Mosley Wealth Management
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$6.2K (+$822)
Filed 2026-10-16
NBH Bank
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$5.5K (+$702)
Filed 2026-11-05
Independence Bank of Kentucky
NEW
Shares52
Change+52
Value$5.4K
Filed 2026-10-26
Cornerstone National Bank & Trust Co
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$5.3K (+$646)
Filed 2026-10-20
Global Trust Asset Management, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$5.2K (+$662)
Filed 2026-10-19
Gables Capital Management Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$5.2K (+$662)
Filed 2026-11-04
Pacifica Partners Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$5.2K (+$656)
Filed 2026-10-09
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$4.7K (+$609)
Filed 2026-10-27
West Paces Advisors Inc.
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$3.7K (+$476)
Filed 2026-10-13
High Note Wealth, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$3.1K (+$397)
Filed 2026-10-27
Quaker Wealth Management, LLC
DECREASED
Shares17 from 163
Change-146 (-90%)
Value$1.7K (-$13.0K)
Filed 2026-10-22
Signature Resources Capital Management, LLC
NEW
Shares11
Change+11
Value$1.1K
Filed 2026-10-16
Mechanics Financial Corp
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$619 (+$80)
Filed 2026-11-05
Main Street Group, LTD
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$206 (+$26)
Filed 2026-10-28
Transcendent Capital Group LLC
CLOSED
Shares0 from 22,683
Change-22,683 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-28
Burke & Herbert Bank & Trust Co
CLOSED
Shares0 from 10,609
Change-10,609 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-02
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 7,300
Change-7,300 (-100%)
Value$0 (-$655.9K)
Filed 2026-11-03
Altus Wealth Group LLC
CLOSED
Shares0 from 7,206
Change-7,206 (-100%)
Value$0 (-$647.4K)
Filed 2026-10-20
Capital CS Group, LLC
CLOSED
Shares0 from 6,293
Change-6,293 (-100%)
Value$0 (-$565.4K)
Filed 2026-10-29
Sunpointe, LLC
CLOSED
Shares0 from 6,266
Change-6,266 (-100%)
Value$0 (-$563.0K)
Filed 2026-10-22
Kestra Investment Management, LLC
CLOSED
Shares0 from 3,718
Change-3,718 (-100%)
Value$0 (-$334.1K)
Filed 2026-11-04
Anson Capital, Inc.
CLOSED
Shares0 from 2,567
Change-2,567 (-100%)
Value$0 (-$230.6K)
Filed 2026-10-23
Stenger Family Office, LLC
CLOSED
Shares0 from 2,541
Change-2,541 (-100%)
Value$0 (-$215.0K)
Filed 2026-10-22
Buska Wealth Management, LLC
CLOSED
Shares0 from 2,283
Change-2,283 (-100%)
Value$0 (-$205.1K)
Filed 2026-10-08
Belvedere Trading LLC
CLOSED
Shares0 from 1,551
Change-1,551 (-100%)
Value$0 (-$139.4K)
Filed 2026-11-05
MCF Advisors LLC
CLOSED
Shares0 from 981
Change-981 (-100%)
Value$0 (-$88.1K)
Filed 2026-10-28
Solstein Capital, LLC
CLOSED
Shares0 from 856
Change-856 (-100%)
Value$0 (-$76.9K)
Filed 2026-11-02
Gill Capital Partners, LLC
CLOSED
Shares0 from 721
Change-721 (-100%)
Value$0 (-$64.8K)
Filed 2026-10-13
Wellington Shields & Co., LLC
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$44.9K)
Filed 2026-11-03
Tucker Asset Management LLC
CLOSED
Shares0 from 432
Change-432 (-100%)
Value$0 (-$38.8K)
Filed 2026-10-29
BankPlus Trust Department
CLOSED
Shares0 from 340
Change-340 (-100%)
Value$0 (-$30.5K)
Filed 2026-11-06
Decker Retirement Planning Inc.
CLOSED
Shares0 from 219
Change-219 (-100%)
Value$0 (-$19.7K)
Filed 2026-10-19
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 192
Change-192 (-100%)
Value$0 (-$17.3K)
Filed 2026-10-16
Coastline Trust Co
CLOSED
Shares0 from 168
Change-168 (-100%)
Value$0 (-$15.1K)
Filed 2026-10-01
Salem Investment Counselors Inc
CLOSED
Shares0 from 43
Change-43 (-100%)
Value$0 (-$3.9K)
Filed 2026-10-13
Trust Co of Vermont
CLOSED
Shares0 from 38
Change-38 (-100%)
Value$0 (-$3.4K)
Filed 2026-10-21
LifeSteps Financial, Inc.
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$2.7K)
Filed 2026-10-15
Bear Mountain Capital, Inc.
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$474)
Filed 2026-11-04
Bank of America Corp
N/A
Shares— from 14,684,507
Change-14,684,507 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 13,493,839
Change-13,493,839 (-100%)
Value—
UBS Group AG
N/A
Shares— from 5,868,755
Change-5,868,755 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 4,695,411
Change-4,695,411 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 3,461,122
Change-3,461,122 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,209,858
Change-2,209,858 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,202,840
Change-2,202,840 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,990,479
Change-1,990,479 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 1,227,217
Change-1,227,217 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,052,664
Change-1,052,664 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 996,780
Change-996,780 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 789,156
Change-789,156 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 744,792
Change-744,792 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 732,893
Change-732,893 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 555,088
Change-555,088 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 472,791
Change-472,791 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 438,772
Change-438,772 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 361,569
Change-361,569 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 339,713
Change-339,713 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 291,507
Change-291,507 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 253,046
Change-253,046 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 241,259
Change-241,259 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 229,012
Change-229,012 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 201,338
Change-201,338 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 198,104
Change-198,104 (-100%)
Value—
Blair William & Co
N/A
Shares— from 194,996
Change-194,996 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 192,718
Change-192,718 (-100%)
Value—
&partners
N/A
Shares— from 188,709
Change-188,709 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 179,786
Change-179,786 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 168,076
Change-168,076 (-100%)
Value—
Maniro Ltd
N/A
Shares— from 165,740
Change-165,740 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 161,395
Change-161,395 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 160,318
Change-160,318 (-100%)
Value—
Parker Investment Management, LLC
N/A
Shares— from 155,120
Change-155,120 (-100%)
Value—
Prudential PLC
N/A
Shares— from 154,000
Change-154,000 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 143,310
Change-143,310 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 142,943
Change-142,943 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 141,543
Change-141,543 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 124,658
Change-124,658 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 123,750
Change-123,750 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 120,316
Change-120,316 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 118,022
Change-118,022 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 114,095
Change-114,095 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 113,484
Change-113,484 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 107,368
Change-107,368 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 106,887
Change-106,887 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 106,545
Change-106,545 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 105,101
Change-105,101 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 104,513
Change-104,513 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 102,751
Change-102,751 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 101,698
Change-101,698 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 96,478
Change-96,478 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 92,862
Change-92,862 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 88,264
Change-88,264 (-100%)
Value—
Stephens Inc
N/A
Shares— from 87,162
Change-87,162 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 85,166
Change-85,166 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 84,632
Change-84,632 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 81,875
Change-81,875 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 78,732
Change-78,732 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 77,590
Change-77,590 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 76,258
Change-76,258 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 76,156
Change-76,156 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 75,247
Change-75,247 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 73,655
Change-73,655 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 73,129
Change-73,129 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 72,138
Change-72,138 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 72,122
Change-72,122 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 71,175
Change-71,175 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 71,107
Change-71,107 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 70,338
Change-70,338 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 68,725
Change-68,725 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 66,747
Change-66,747 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 65,900
Change-65,900 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 65,414
Change-65,414 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 62,270
Change-62,270 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 61,198
Change-61,198 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 60,230
Change-60,230 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 60,180
Change-60,180 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 58,451
Change-58,451 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 53,815
Change-53,815 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 53,448
Change-53,448 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 50,918
Change-50,918 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 50,823
Change-50,823 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 49,589
Change-49,589 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 49,317
Change-49,317 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 48,136
Change-48,136 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 47,580
Change-47,580 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 47,385
Change-47,385 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 45,542
Change-45,542 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 44,857
Change-44,857 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 44,678
Change-44,678 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 44,318
Change-44,318 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 41,875
Change-41,875 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 40,723
Change-40,723 (-100%)
Value—
FMR LLC
N/A
Shares— from 40,248
Change-40,248 (-100%)
Value—
Intrinsic Edge Capital Management LLC
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 37,902
Change-37,902 (-100%)
Value—
Investment Advisory Services Group LLC
N/A
Shares— from 37,851
Change-37,851 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 36,959
Change-36,959 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 36,917
Change-36,917 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 36,913
Change-36,913 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 35,836
Change-35,836 (-100%)
Value—
EFG International AG
N/A
Shares— from 35,770
Change-35,770 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 35,468
Change-35,468 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 34,962
Change-34,962 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 34,403
Change-34,403 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 33,218
Change-33,218 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 32,789
Change-32,789 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 32,437
Change-32,437 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 32,381
Change-32,381 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 31,293
Change-31,293 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 29,465
Change-29,465 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 29,029
Change-29,029 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 28,084
Change-28,084 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 27,928
Change-27,928 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 27,494
Change-27,494 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 26,873
Change-26,873 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 26,047
Change-26,047 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 25,568
Change-25,568 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 24,520
Change-24,520 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 23,506
Change-23,506 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 23,256
Change-23,256 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 23,041
Change-23,041 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 22,900
Change-22,900 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 22,104
Change-22,104 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 21,805
Change-21,805 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 21,793
Change-21,793 (-100%)
Value—
Kropog Financial Group, LLC
N/A
Shares— from 21,433
Change-21,433 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 21,037
Change-21,037 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 20,772
Change-20,772 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 20,096
Change-20,096 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 19,956
Change-19,956 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 19,492
Change-19,492 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 19,234
Change-19,234 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 19,000
Change-19,000 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 18,879
Change-18,879 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 18,623
Change-18,623 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 18,532
Change-18,532 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 18,456
Change-18,456 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 18,129
Change-18,129 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 18,113
Change-18,113 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 17,991
Change-17,991 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 17,817
Change-17,817 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 17,802
Change-17,802 (-100%)
Value—
Macro Advisors, Inc.
N/A
Shares— from 17,249
Change-17,249 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 17,015
Change-17,015 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 16,936
Change-16,936 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 16,862
Change-16,862 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 16,780
Change-16,780 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 16,307
Change-16,307 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 16,200
Change-16,200 (-100%)
Value—
Sava Penzisko Drushtvo A.D. Skopje
N/A
Shares— from 16,029
Change-16,029 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 15,754
Change-15,754 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 15,409
Change-15,409 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 15,134
Change-15,134 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 14,615
Change-14,615 (-100%)
Value—
Commerce Bank
N/A
Shares— from 14,385
Change-14,385 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 14,373
Change-14,373 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 13,890
Change-13,890 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 13,853
Change-13,853 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 13,631
Change-13,631 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 13,269
Change-13,269 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 13,226
Change-13,226 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 13,220
Change-13,220 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 13,130
Change-13,130 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 13,100
Change-13,100 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 13,045
Change-13,045 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 12,746
Change-12,746 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 12,701
Change-12,701 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 12,535
Change-12,535 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 12,326
Change-12,326 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 12,130
Change-12,130 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 12,067
Change-12,067 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 12,063
Change-12,063 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 12,034
Change-12,034 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 11,841
Change-11,841 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 11,091
Change-11,091 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 10,954
Change-10,954 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 10,669
Change-10,669 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 10,432
Change-10,432 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 9,886
Change-9,886 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 9,799
Change-9,799 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 9,703
Change-9,703 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 9,493
Change-9,493 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 9,346
Change-9,346 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 9,143
Change-9,143 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 9,126
Change-9,126 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 9,081
Change-9,081 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 9,059
Change-9,059 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 8,861
Change-8,861 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 8,709
Change-8,709 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 8,456
Change-8,456 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 8,404
Change-8,404 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 8,397
Change-8,397 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 8,202
Change-8,202 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 7,965
Change-7,965 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 7,696
Change-7,696 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 7,649
Change-7,649 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 7,595
Change-7,595 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 7,412
Change-7,412 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 7,373
Change-7,373 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 7,215
Change-7,215 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 7,121
Change-7,121 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 7,116
Change-7,116 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 6,986
Change-6,986 (-100%)
Value—
Betterment LLC
N/A
Shares— from 6,966
Change-6,966 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 6,875
Change-6,875 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 6,811
Change-6,811 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 6,725
Change-6,725 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 6,714
Change-6,714 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 6,560
Change-6,560 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 6,539
Change-6,539 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 6,491
Change-6,491 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 6,464
Change-6,464 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 6,419
Change-6,419 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 6,359
Change-6,359 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 6,256
Change-6,256 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 6,210
Change-6,210 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 6,165
Change-6,165 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 6,158
Change-6,158 (-100%)
Value—
Unconventional Investor, LLC
N/A
Shares— from 6,073
Change-6,073 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 5,821
Change-5,821 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 5,723
Change-5,723 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 5,348
Change-5,348 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 5,283
Change-5,283 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 5,119
Change-5,119 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 5,073
Change-5,073 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 5,023
Change-5,023 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 4,928
Change-4,928 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 4,920
Change-4,920 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 4,556
Change-4,556 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 4,518
Change-4,518 (-100%)
Value—
Ally Invest Advisors Inc.
N/A
Shares— from 4,435
Change-4,435 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 4,398
Change-4,398 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 4,356
Change-4,356 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 4,332
Change-4,332 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 4,315
Change-4,315 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 4,278
Change-4,278 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 4,174
Change-4,174 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 3,878
Change-3,878 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 3,875
Change-3,875 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 3,831
Change-3,831 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 3,819
Change-3,819 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 3,762
Change-3,762 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 3,687
Change-3,687 (-100%)
Value—
Alpine Woods Capital Investors, LLC
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 3,555
Change-3,555 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 3,539
Change-3,539 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 3,468
Change-3,468 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 3,458
Change-3,458 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 3,427
Change-3,427 (-100%)
Value—
Pincus Capital Management, LP
N/A
Shares— from 3,356
Change-3,356 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 3,312
Change-3,312 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 3,289
Change-3,289 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 3,282
Change-3,282 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 3,253
Change-3,253 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 3,204
Change-3,204 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 3,193
Change-3,193 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 3,185
Change-3,185 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 3,113
Change-3,113 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 3,105
Change-3,105 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 3,078
Change-3,078 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 3,075
Change-3,075 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 3,072
Change-3,072 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 3,064
Change-3,064 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 3,052
Change-3,052 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 3,047
Change-3,047 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 3,031
Change-3,031 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 2,978
Change-2,978 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 2,950
Change-2,950 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 2,925
Change-2,925 (-100%)
Value—
Nwam LLC
N/A
Shares— from 2,832
Change-2,832 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 2,796
Change-2,796 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 2,779
Change-2,779 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 2,753
Change-2,753 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 2,707
Change-2,707 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 2,702
Change-2,702 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 2,695
Change-2,695 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 2,669
Change-2,669 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 2,513
Change-2,513 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 2,490
Change-2,490 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 2,485
Change-2,485 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 2,482
Change-2,482 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 2,445
Change-2,445 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 2,443
Change-2,443 (-100%)
Value—
Daiichi Life International Holdings LLC
N/A
Shares— from 2,408
Change-2,408 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 2,375
Change-2,375 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 2,371
Change-2,371 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 2,346
Change-2,346 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 2,334
Change-2,334 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 2,322
Change-2,322 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 2,318
Change-2,318 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 2,243
Change-2,243 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 2,148
Change-2,148 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,081
Change-2,081 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 2,054
Change-2,054 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 1,884
Change-1,884 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 1,854
Change-1,854 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 1,852
Change-1,852 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 1,758
Change-1,758 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 1,714
Change-1,714 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 1,714
Change-1,714 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 1,669
Change-1,669 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 1,353
Change-1,353 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 1,275
Change-1,275 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,133
Change-1,133 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,002
Change-1,002 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 950
Change-950 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 885
Change-885 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 876
Change-876 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 830
Change-830 (-100%)
Value—
Allianz SE
N/A
Shares— from 797
Change-797 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 743
Change-743 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 735
Change-735 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 621
Change-621 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 600
Change-600 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 579
Change-579 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 574
Change-574 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 560
Change-560 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 555
Change-555 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 535
Change-535 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 531
Change-531 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 475
Change-475 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 465
Change-465 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 451
Change-451 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 431
Change-431 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 350
Change-350 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 335
Change-335 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 295
Change-295 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 271
Change-271 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 245
Change-245 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 222
Change-222 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 206
Change-206 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 184
Change-184 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 176
Change-176 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 138
Change-138 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 137
Change-137 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 137
Change-137 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 105
Change-105 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 100
Change-100 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 92
Change-92 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 88
Change-88 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 76
Change-76 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 75
Change-75 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 66
Change-66 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 40
Change-40 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 26
Change-26 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 25
Change-25 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
INCREASED6,738,2296,324,451+413,778+7%$568.3M$694.6M+$126.4M2026-11-06
Commonwealth Equity Services, LLC
INCREASED1,203,8351,153,710+50,125+4%$103.7M$124.1M+$20.4M2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED797,168790,075+7,093+1%$71.0M$82.2M+$11.2M2026-11-02
Capital Asset Advisory Services LLC
DECREASED576,861674,005-97,144-14%$60.6M$59.3M-$1.3M2026-10-30
Citigroup Inc
INCREASED504,725489,978+14,747+3%$44.0M$52.0M+$8.0M2026-11-04
Kestra Advisory Services, LLC
INCREASED494,512424,814+69,698+16%$38.2M$51.0M+$12.8M2026-11-02
Parkway Wealth Management Group, LLC
NEW407,144—+407,144——$42.0M—2026-10-20
Truist Financial Corp
INCREASED352,595305,589+47,006+15%$27.5M$36.3M+$8.9M2026-10-30
Pinnacle Associates LTD
INCREASED346,230341,020+5,210+2%$30.6M$35.7M+$5.1M2026-10-20
Rockport Wealth LLC
DECREASED305,783351,463-45,680-13%$31.6M$31.5M-$55.8K2026-11-03
Kestra Private Wealth Services, LLC
INCREASED246,970237,312+9,658+4%$21.3M$25.5M+$4.1M2026-11-06
Marks Wealth, LLC
DECREASED215,403223,913-8,510-4%$20.1M$22.2M+$2.1M2026-10-30
Procyon Advisors, LLC
DECREASED209,756221,110-11,354-5%$19.9M$21.6M+$1.8M2026-10-21
PNC Financial Services Group, Inc.
DECREASED198,442200,608-2,166-1%$18.0M$20.5M+$2.4M2026-11-06
MGO One Seven LLC
DECREASED194,137199,990-5,853-3%$18.0M$20.0M+$2.0M2026-10-28
D.A. Davidson & Co.
INCREASED186,522166,788+19,734+12%$15.0M$19.2M+$4.2M2026-10-28
Clearwater Capital Advisors, LLC
DECREASED180,389212,657-32,268-15%$19.1M$18.6M-$510.9K2026-11-06
Legacy Edge Advisors, LLC
DECREASED174,626197,558-22,932-12%$17.8M$18.0M+$251.6K2026-11-06
Independent Financial Group, LLC
INCREASED171,336159,417+11,919+7%$14.3M$17.7M+$3.3M2026-10-13
Destiny Wealth Partners, LLC
INCREASED167,229133,375+33,854+25%$12.2M$16.2M+$3.9M2026-11-05
Prospera Financial Services Inc
INCREASED160,408135,021+25,387+19%$12.1M$16.2M+$4.1M2026-11-04
Appleton Partners Inc
DECREASED154,243154,397-1540%$13.9M$15.9M+$2.0M2026-10-30
Merit Financial Group, LLC
INCREASED148,705138,670+10,035+7%$12.5M$15.3M+$2.9M2026-11-06
Ashton Thomas Private Wealth, LLC
DECREASED147,216152,188-4,972-3%$13.7M$15.2M+$1.5M2026-11-03
Key Client Fiduciary Advisors, LLC
DECREASED144,237146,871-2,634-2%$13.2M$14.9M+$1.7M2026-10-19
Florin Court Capital LLP
INCREASED143,80044,700+99,100+222%$4.0M$14.8M+$10.8M2026-11-02
Pinnacle Wealth Management Advisory Group, LLC
INCREASED133,969132,296+1,673+1%$11.9M$13.8M+$1.9M2026-10-23
Hengehold Capital Management LLC
INCREASED125,277124,520+757+1%$11.2M$12.9M+$1.7M2026-10-16
Mirae Asset Global Investments Co., Ltd.
NEW123,787—+123,787——$12.8M—2026-11-03
PTM Wealth Management, LLC
DECREASED122,802124,276-1,474-1%$11.0M$13.3M+$2.3M2026-10-23
J.W. Cole Advisors, Inc.
INCREASED118,12796,165+21,962+23%$8.6M$12.2M+$3.5M2026-11-05
Creative Planning
INCREASED114,143110,683+3,460+3%$9.9M$11.8M+$1.8M2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED110,773116,333-5,560-5%$10.7M$11.8M+$1.1M2026-10-13
NTV Asset Management LLC
INCREASED110,62196,201+14,420+15%$8.6M$11.4M+$2.8M2026-10-23
Wealthcare Advisory Partners LLC
INCREASED107,63334,318+73,315+214%$3.1M$11.1M+$8.0M2026-10-21
Hobart Private Capital, LLC
DECREASED106,613106,622-90%$9.6M$11.0M+$1.4M2026-10-19
Fagan Associates, Inc.
INCREASED96,38181,789+14,592+18%$7.3M$9.9M+$2.6M2026-10-13
Ayalon Insurance Comp Ltd.
INCREASED91,35016,350+75,000+459%$1.5K$9.4M+$9.4M2026-10-08
Sigma Planning Corp
INCREASED90,78687,095+3,691+4%$7.8M$9.4M+$1.5M2026-10-23
Gimbal Financial
NEW89,278—+89,278——$9.2M—2026-10-19
BIP Wealth, LLC
INCREASED87,35286,330+1,022+1%$7.8M$9.0M+$1.2M2026-10-22
O'Connor Financial Group LLC
DECREASED87,13588,038-903-1%$7.9M$9.0M+$1.1M2026-10-26
Dala Group, LLC
INCREASED82,30880,587+1,721+2%$7.2M$8.5M+$1.2M2026-10-29
Rooted Wealth Advisors, Inc.
UNCHANGED80,83380,83300%$7.3M$7.3M$02026-11-03
Concurrent Investment Advisors, LLC
INCREASED80,69463,566+17,128+27%$5.7M$8.3M+$2.6M2026-10-16
Oppenheimer & Co Inc
INCREASED79,57078,949+621+1%$7.1M$8.2M+$1.1M2026-10-26
CX Institutional
DECREASED79,41179,988-577-1%$7.2K$8.2K+$9992026-10-02
StoneCrest Wealth Management, Inc.
DECREASED79,36879,976-608-1%$7.2M$8.2M+$996.2K2026-11-03
Wedbush Securities Inc
INCREASED79,30769,526+9,781+14%$6.2M$8.2M+$1.9M2026-10-22
Able Financial Group, LLC
DECREASED73,45178,075-4,624-6%$7.0M$7.6M+$557.0K2026-10-14
Granite Investment Partners, LLC
UNCHANGED70,04570,04500%$6.3M$7.2M+$927.4K2026-11-04
WealthCare Investment Partners, LLC
INCREASED66,12164,437+1,684+3%$5.8M$6.8M+$1.0M2026-11-05
Grey Ledge Advisors, LLC
DECREASED63,53367,727-4,194-6%$6.1M$6.5M+$463.8K2026-11-02
Fifth Third Bancorp
INCREASED62,34360,070+2,273+4%$5.4M$6.4M+$1.0M2026-11-05
Vise Technologies, Inc.
INCREASED62,15255,219+6,933+13%$5.0M$6.4M+$1.4M2026-10-29
Fiduciary Alliance LLC
INCREASED60,48729,008+31,479+109%$2.6M$6.2M+$3.6M2026-10-13
Moors & Cabot, Inc.
INCREASED58,05752,330+5,727+11%$4.7M$6.0M+$1.3M2026-11-06
Mainsail Financial Group, LLC
DECREASED57,98363,814-5,831-9%$5.7M$6.0M+$243.8K2026-10-23
Laurel Wealth Advisors LLC
DECREASED57,83259,892-2,060-3%$5.4M$6.0M+$580.6K2026-10-27
Neville Rodie & Shaw Inc
INCREASED56,72554,465+2,260+4%$4.9K$5.8K+$9542026-10-05
Nations Financial Group Inc,
INCREASED56,71855,833+885+2%$5.0M$5.8M+$830.5K2026-11-05
Assetmark, Inc
DECREASED56,05258,664-2,612-4%$5.3M$5.8M+$507.4K2026-10-21
RFG Advisory, LLC
INCREASED55,30845,861+9,447+21%$4.1M$5.7M+$1.6M2026-11-03
Northstar Asset Management Co
DECREASED55,09655,377-281-1%$4.9M$5.7M+$786.7K2026-10-22
Moran Wealth Management, LLC
INCREASED54,92551,258+3,667+7%$4.6M$5.7M+$1.1M2026-10-22
Atria Investments, Inc
INCREASED53,84218,482+35,360+191%$1.7M$5.6M+$3.9M2026-10-15
High Point Wealth Management, LLC
INCREASED53,07150,935+2,136+4%$4.6M$5.5M+$894.5K2026-11-05
Cascade Investment Group, Inc.
DECREASED52,88955,714-2,825-5%$5.0M$5.5M+$446.4K2026-10-13
SFI Advisors, LLC
DECREASED52,74052,896-1560%$4.8M$5.4M+$684.3K2026-10-30
McCollum Christoferson Group LLC
DECREASED51,31552,536-1,221-2%$4.7M$5.3M+$569.7K2026-10-13
Wespac Advisors SoCal, LLC
INCREASED49,76849,600+168+0%$4.5M$5.1M+$674.0K2026-10-13
Vivid Wealth Management, LLC
DECREASED49,46152,138-2,677-5%$4.7M$5.1M+$414.4K2026-10-27
Meitav Investment House LTD
UNCHANGED49,13549,13500%$4.4M$5.1M+$650.5K2026-10-28
EPG Wealth Management LLC
DECREASED48,14148,203-620%$4.3M$5.0M+$631.8K2026-11-03
GoalVest Advisory LLC
INCREASED46,9218,199+38,722+472%$736.7K$1.0M+$275.4K2026-10-02
Simon Quick Advisors, LLC
DECREASED46,61656,299-9,683-17%$5.1M$4.8M-$252.8K2026-10-26
Cerro Pacific Wealth Advisors LLC
DECREASED45,29848,298-3,000-6%$4.3M$4.7M+$330.1K2026-10-22
Herbst Group, LLC
INCREASED45,23742,661+2,576+6%$3.8M$4.7M+$830.3K2026-10-20
StoneX Group Inc.
INCREASED44,93640,275+4,661+12%$3.6M$4.6M+$1.0M2026-11-03
Gaddis Premier Wealth Advisors LLC
DECREASED44,56872,397-27,829-38%$6.5M$4.6M-$1.9M2026-10-29
Prime Capital Investment Advisors, LLC
DECREASED44,08945,470-1,381-3%$4.1M$4.5M+$459.6K2026-10-20
Sowell Financial Services LLC
INCREASED43,98027,536+16,444+60%$2.5M$4.5M+$2.1M2026-10-23
Floyd Financial Group LLC
DECREASED43,90246,418-2,516-5%$4.4M$4.7M+$321.0K2026-10-28
Triumph Capital Management
DECREASED42,08842,166-780%$3.8M$4.3M+$550.2K2026-10-14
PFG Advisors
INCREASED41,88114,692+27,189+185%$1.3M$4.3M+$3.0M2026-10-16
Williams Jones Wealth Management, Llc.
INCREASED40,94140,088+853+2%$3.6M$4.2M+$618.7K2026-11-05
Capital Investment Advisory Services, LLC
DECREASED40,14040,453-313-1%$3.6M$4.1M+$502.8K2026-10-30
Lanark Financial, Inc.
DECREASED39,64241,890-2,248-5%$3.8M$4.1M+$322.8K2026-10-26
VestGen Advisors, LLC
DECREASED39,38744,041-4,654-11%$4.0M$4.1M+$103.3K2026-10-27
Silverleafe Capital Partners, LLC
INCREASED39,3324,030+35,302+876%$362.1K$4.1M+$3.7M2026-10-02
Compass Financial Management LLC
INCREASED38,75814,790+23,968+162%$1.4M$4.0M+$2.6M2026-10-30
Flagstar Securities, Inc
INCREASED38,67236,125+2,547+7%$3.2M$4.0M+$740.8K2026-10-15
Spectrum Wealth Advisory Group, LLC
DECREASED38,50938,955-446-1%$3.5M$4.0M+$469.7K2026-10-29
Level Four Advisory Services, LLC
INCREASED37,32327,476+9,847+36%$2.5M$3.8M+$1.4M2026-11-06
Green Ridge Wealth Planning LLC
NEW36,771—+36,771——$3.8M—2026-10-08
Daymark Wealth Partners, LLC
INCREASED35,87433,214+2,660+8%$3.0M$3.7M+$714.0K2026-11-04
Markowski Investments
INCREASED35,62035,607+13+0%$3.2M$3.7M+$472.8K2026-10-30
LFA - Lugano Financial Advisors SA
DECREASED35,57737,074-1,497-4%$3.2M$3.7M+$439.3K2026-11-03
LeConte Wealth Management, LLC
DECREASED35,44644,045-8,599-20%$4.0M$3.7M-$303.3K2026-10-20
Robertson Stephens Wealth Management, LLC
DECREASED35,22736,276-1,049-3%$3.3M$3.6M+$372.1K2026-10-16
Old Second National Bank of Aurora
DECREASED34,55735,159-602-2%$3.2M$3.6M+$403.4K2026-10-22
International Assets Investment Management, LLC
DECREASED34,48234,684-202-1%$3.2M$3.6M+$418.4K2026-11-02
Snider Financial Group
NEW34,410—+34,410——$3.5M—2026-10-16
Condor Capital Management
DECREASED34,33534,751-416-1%$3.1M$3.5M+$417.2K2026-11-06
Bison Wealth, LLC
INCREASED34,26933,504+765+2%$3.1M$3.7M+$581.4K2026-10-13
Sage Capital Management, LLC
DECREASED34,12434,239-1150%$3.1M$3.5M+$441.6K2026-10-20
Signal Advisors Wealth, LLC
INCREASED32,81428,652+4,162+15%$2.6M$3.4M+$808.4K2026-10-13
Apollon Financial, LLC
INCREASED32,59531,035+1,560+5%$2.8M$3.4M+$571.7K2026-10-23
Sherman Asset Management, Inc.
DECREASED32,56132,577-160%$2.9M$3.4M+$429.7K2026-11-05
Parallel Advisors, LLC
INCREASED32,34330,201+2,142+7%$2.7M$3.3M+$620.6K2026-11-03
Fulton Bank, N.A.
INCREASED32,28530,880+1,405+5%$2.8M$3.3M+$553.7K2026-10-14
Merkkuri Wealth Advisors LLC
DECREASED32,16232,233-710%$2.9M$3.3M+$419.5K2026-11-03
Victory Financial Group, LLC
DECREASED31,87435,252-3,378-10%$3.2M$3.3M+$118.5K2026-10-27
Flagship Harbor Advisors, LLC
INCREASED31,59725,435+6,162+24%$2.3M$3.3M+$972.0K2026-10-26
Prism Advisors, Inc.
NEW30,761—+30,761——$3.3M—2026-10-09
SeaCrest Wealth Management, LLC
DECREASED30,28130,643-362-1%$2.8M$3.1M+$368.4K2026-10-21
Advantage Trust Co
UNCHANGED30,07430,07400%$2.7M$3.1M+$398.2K2026-10-19
Ironsides Asset Advisors, LLC
DECREASED29,86130,215-354-1%$2.7M$3.1M+$363.5K2026-10-20
Brookstone Capital Management
INCREASED29,50420,517+8,987+44%$1.8M$3.0M+$1.2M2026-10-22
Purus Wealth Management, LLC
INCREASED29,07129,015+56+0%$2.6M$3.0M+$389.9K2026-10-15
Crescent Grove Advisors, LLC
UNCHANGED28,05028,05000%$2.5M$2.9M+$371.4K2026-10-21
HBK Sorce Advisory LLC
INCREASED27,78426,899+885+3%$2.6M$2.5M-$95.9K2026-11-06
Laurel OAK Wealth Management, LLC
DECREASED27,65227,956-304-1%$2.5M$2.9M+$338.8K2026-10-19
Golden State Wealth Management, LLC
DECREASED27,46944,462-16,993-38%$4.0M$2.8M-$1.2M2026-11-02
Integrity Wealth Advisors, Inc.
NEW27,153—+27,153——$2.8M—2026-10-29
Dynamic Advisor Solutions LLC
DECREASED26,96526,985-200%$2.4M$2.8M+$355.2K2026-10-13
Simplicity Wealth,LLC
INCREASED26,3439,241+17,102+185%$830.3K$2.7M+$1.9M2026-10-23
Synergy Asset Management, LLC
NEW26,116—+26,116——$2.7M—2026-11-05
Vontobel Holding Ltd.
UNCHANGED26,05526,05500%$2.3M$2.7M+$315.2K2026-10-16
Sovran Advisors, LLC
INCREASED25,63222,566+3,066+14%$2.0M$2.7M+$687.8K2026-11-02
Clear Creek Financial Management, LLC
DECREASED25,39034,434-9,044-26%$3.1M$2.6M-$476.4K2026-10-28
Southern Capital Services Inc
NEW25,183—+25,183——$2.6M—2026-10-19
Spire Wealth Management
INCREASED25,13114,912+10,219+69%$1.3M$2.6M+$1.3M2026-10-30
Thrivent Financial for Lutherans
DECREASED24,98425,923-939-4%$2.3M$2.6M+$247.0K2026-11-05
Davenport & Co LLC
DECREASED24,81425,228-414-2%$2.3M$2.6M+$291.4K2026-10-14
Fifth Third Securities, Inc.
INCREASED24,64322,687+1,956+9%$2.0M$2.5M+$502.0K2026-10-21
Visionary Wealth Advisors
INCREASED24,51322,622+1,891+8%$2.0M$2.5M+$494.5K2026-11-04
Signature Estate & Investment Advisors LLC
INCREASED24,50622,997+1,509+7%$2.1M$2.5M+$460.1K2026-10-13
Cannon Advisors, Inc.
NEW24,442—+24,442——$2.6M—2026-10-14
Citizens Financial Group Inc
INCREASED24,33624,296+40+0%$2.2M$2.5M+$325.8K2026-10-23
Mesirow Financial Investment Management, Inc.
INCREASED24,24323,220+1,023+4%$2.1M$2.5M+$412.8K2026-11-05
Magnus Financial Group LLC
INCREASED23,36221,692+1,670+8%$1.9M$2.4M+$459.4K2026-10-21
Stegent Equity Advisors, Inc.
DECREASED22,93825,260-2,322-9%$2.3M$2.4M+$95.1K2026-10-13
Cornerstone Wealth Management, LLC
INCREASED22,81321,988+825+4%$2.0M$2.4M+$376.2K2026-11-04
Kingswood Wealth Advisors, LLC
INCREASED22,73619,556+3,180+16%$1.8M$2.3M+$586.8K2026-10-23
Carlson Financial, Inc.
INCREASED22,32621,886+440+2%$2.0M$2.3M+$334.8K2026-11-05
Simplex Trading, LLC
INCREASED22,31511,626+10,689+92%$1.0M$2.3M+$1.3M2026-11-04
True Private Wealth Advisors
NEW22,093—+22,093——$2.3M—2026-10-19
Braeburn Wealth Management LLC
NEW21,651—+21,651——$2.2M—2026-10-15
Valley National Advisers Inc
UNCHANGED21,54021,54000%$1.9M$2.2M+$285.2K2026-10-23
Melone Private Wealth, LLC
DECREASED21,03724,166-3,129-13%$2.2M$2.2M-$2.7K2026-10-16
Sage Mountain Advisors LLC
UNCHANGED20,59120,59100%$1.9M$2.1M+$272.6K2026-11-02
Fearless Solutions, LLC dba Best Invest
INCREASED20,18518,793+1,392+7%$1.7M$2.1M+$392.3K2026-10-14
Cullen T Bankers, Inc.
NEW20,146—+20,146——$2.1M—2026-10-28
Integrity Alliance, Llc.
INCREASED20,12814,773+5,355+36%$1.3M$2.1M+$747.7K2026-10-29
Peterson Wealth Management
INCREASED20,0881,165+18,923+1624%$104.7K$2.1M+$2.0M2026-11-06
Midwest Financial Group LLC
DECREASED19,98520,707-722-3%$1.9M$2.1M+$199.8K2026-10-15
Arwa LLC
INCREASED19,87810,002+9,876+99%$919.1K$2.1M+$1.2M2026-10-21
Apollon Wealth Management, LLC
INCREASED19,84813,179+6,669+51%$1.2M$2.0M+$862.0K2026-10-23
Farther Finance Advisors, LLC
INCREASED19,61518,145+1,470+8%$1.6M$2.0M+$391.8K2026-10-08
Miramontes Capital, LLC
DECREASED19,50219,642-140-1%$1.8M$2.0M+$245.6K2026-10-19
B. Riley Wealth Advisors, Inc.
INCREASED18,7475,121+13,626+266%$453.3K$1.9M+$1.5M2026-10-13
Client First Capital LLC
NEW18,478—+18,478——$1.9M—2026-10-22
Creative Financial Designs Inc
DECREASED18,27125,658-7,387-29%$2.3M$1.9M-$421.9K2026-11-04
Partners Wealth Management, LLC
NEW18,263—+18,263——$1.9M—2026-10-28
TPG Advisors LLC
DECREASED17,79720,077-2,280-11%$1.8M$1.8M+$30.8K2026-10-16
Endowment Wealth Management, Inc.
INCREASED17,57214,331+3,241+23%$1.3M$1.8M+$523.9K2026-11-03
Curran Financial Partners, LLC
INCREASED17,44917,065+384+2%$1.5M$1.8M+$265.5K2026-11-04
Jacobi Capital Management LLC
DECREASED17,40318,095-692-4%$1.6M$1.8M+$168.3K2026-11-05
Koa Wealth Management, LLC
DECREASED17,37017,580-210-1%$1.6M$1.8M+$211.1K2026-10-14
Solutions 4 Wealth, Ltd
INCREASED17,36917,197+172+1%$1.5M$1.8M+$245.4K2026-11-03
Guardian Asset Advisors, LLC
DECREASED17,30824,486-7,178-29%$2.2M$1.8M-$415.8K2026-10-16
Crown Wealth Group, LLC
INCREASED16,88416,600+284+2%$1.5M$1.7M+$249.1K2026-10-19
James J. Burns & Company, LLC
INCREASED16,79315,338+1,455+9%$1.4M$1.7M+$353.1K2026-10-22
Emerald Advisors, LLC
DECREASED16,58116,637-560%$1.5M$1.7M+$214.5K2026-10-13
HB Wealth Management, LLC
DECREASED15,99916,312-313-2%$1.5M$1.6M+$183.7K2026-10-23
Prosperity Financial Group, Inc.
DECREASED15,93417,538-1,604-9%$1.6M$1.6M+$66.9K2026-10-29
Ellis Investment Partners, LLC
INCREASED15,80615,699+107+1%$1.4M$1.6M+$218.9K2026-10-21
Koshinski Asset Management, Inc.
DECREASED15,71616,920-1,204-7%$1.5M$1.6M+$99.9K2026-10-29
TD Waterhouse Canada Inc.
DECREASED15,41119,516-4,105-21%$2.1M$1.6M-$453.2K2026-10-16
WealthBridge Capital Management, LLC
UNCHANGED15,34115,34100%$1.4M$1.6M+$203.1K2026-10-16
Security National Bank
NEW14,874—+14,874——$1.5M—2026-10-26
Barclays PLC
INCREASED14,8568,989+5,867+65%$807.7K$1.5M+$723.8K2026-11-06
Fullerton Advisors, LLC
INCREASED14,77412,127+2,647+22%$1.1M$1.5M+$433.4K2026-10-14
WealthPlan Investment Management, LLC
DECREASED14,65214,749-97-1%$1.3M$1.5M+$185.3K2026-10-15
Iams Wealth Management, LLC
NEW14,570—+14,570——$1.5M—2026-10-15
PKS Advisory Services, LLC
UNCHANGED14,52614,52600%$1.3M$1.3M$02026-10-26
Wisconsin Wealth Advisors, LLC
DECREASED14,38715,904-1,517-10%$1.4M$1.5M+$54.2K2026-10-08
Keystone Wealth Services, LLC
INCREASED14,2619,452+4,809+51%$849.3K$1.5M+$604.9K2026-11-03
Columbus Macro, LLC
INCREASED14,1668,621+5,545+64%$774.6K$1.5M+$685.7K2026-10-14
Moss Adams Wealth Advisors LLC
DECREASED14,15215,684-1,532-10%$1.4M$1.5M+$49.7K2026-10-28
Cyndeo Wealth Partners, LLC
INCREASED14,10111,945+2,156+18%$1.1M$1.5M+$380.3K2026-10-16
Avior Wealth Management, LLC
INCREASED14,08614,045+41+0%$1.3M$1.5M+$190.2K2026-10-13
Harbor Investment Advisory, LLC
DECREASED14,07914,139-600%$1.3M$1.5M+$181.0K2026-10-13
FSM Wealth Advisors, LLC
INCREASED13,96813,922+46+0%$1.3M$1.5M+$285.6K2026-10-27
United Advisor Group, LLC
INCREASED13,63613,344+292+2%$1.2M$1.4M+$206.8K2026-11-03
Newman Dignan & Sheerar, Inc.
INCREASED13,52012,652+868+7%$1.1M$1.4M+$257.1K2026-10-21
James Investment Research, Inc.
DECREASED13,37913,930-551-4%$1.3M$1.4M+$127.6K2026-10-22
Commonwealth Financial Services, LLC
NEW13,358—+13,358——$1.4M—2026-10-20
CPR Investments Inc.
INCREASED13,24611,600+1,646+14%$1.0M$1.4M+$323.3K2026-10-26
Ignite Planners, LLC
DECREASED13,23918,020-4,781-27%$1.6M$1.4M-$255.8K2026-10-14
Wealth Management Partners, LLC
NEW13,224—+13,224——$1.4M—2026-10-21
River Street Advisors LLC
INCREASED13,17212,819+353+3%$1.2M$1.4M+$206.1K2026-10-22
Valeo Financial Advisors, LLC
UNCHANGED13,11413,11400%$1.2M$1.4M+$173.6K2026-10-08
Lido Advisors, LLC
DECREASED12,71413,808-1,094-8%$1.2M$1.3M+$70.1K2026-11-04
Beacon Financial Advisory LLC
INCREASED12,68012,640+40+0%$1.1M$1.3M+$171.5K2026-10-16
Mattern Wealth Management LLC
UNCHANGED12,41712,41700%$1.1M$1.3M+$164.4K2026-11-04
Beaumont Asset Management, L.L.C.
INCREASED12,30812,275+33+0%$1.1M$1.3M+$165.9K2026-10-16
Southern Financial Group, LLC
DECREASED12,27312,400-127-1%$1.1M$1.3M+$151.1K2026-10-30
Global Financial Private Client, LLC
INCREASED12,23412,164+70+1%$1.1M$1.3M+$168.3K2026-10-15
Redhawk Wealth Advisors, Inc.
DECREASED12,22513,437-1,212-9%$1.2M$1.3M+$53.0K2026-10-14
Parkside Investments, LLC
NEW12,000—+12,000——$1.2M—2026-10-20
Park Avenue Securities LLC
INCREASED11,97811,323+655+6%$1.0M$1.2M+$218.0K2026-10-26
IFP Advisors, Inc
DECREASED11,87824,760-12,882-52%$2.2M$1.2M-$1.0M2026-10-16
IPG Investment Advisors LLC
INCREASED11,8679,137+2,730+30%$821.0K$1.2M+$402.4K2026-10-30
Paragon Private Wealth Management, LLC
INCREASED11,86710,867+1,000+9%$976.4K$1.2M+$247.0K2026-10-20
Vista Investment Partners II, LLC
INCREASED11,83711,379+458+4%$1.0M$1.2M+$197.9K2026-10-15
CoreCap Advisors, LLC
DECREASED11,25412,779-1,525-12%$1.1M$1.2M+$12.1K2026-10-08
Aspen Investment Management Inc
INCREASED11,20410,849+355+3%$975$1.2M+$1.2M2026-11-05
Morey & Quinn Wealth Partners, LLC
INCREASED11,15011,143+7+0%$1.0M$1.1M+$148.3K2026-10-28
Perigon Wealth Management, LLC
DECREASED10,93714,273-3,336-23%$1.3M$1.1M-$155.0K2026-10-22
Axxcess Wealth Management, LLC
DECREASED10,893674,848-663,955-98%$60.6M$1.1M-$59.5M2026-10-21
Mirador Capital Partners LP
DECREASED10,87510,904-290%$979.8K$1.1M+$141.3K2026-10-09
American Institute for Advanced Investment Management, LLP
DECREASED10,81311,113-300-3%$998.5K$1.1M+$116.2K2026-11-03
Compound Planning, Inc.
INCREASED10,6789,755+923+9%$876.5K$1.1M+$224.4K2026-11-05
Yankcom Partnership
UNCHANGED10,49010,49000%$942.5K$1.1M+$138.9K2026-10-15
Chicago Partners Investment Group LLC
UNCHANGED10,38810,38800%$911.3K$1.1M+$191.1K2026-10-27
Providence First Trust Co
NEW10,061—+10,061——$1.0M—2026-11-02
Institute for Wealth Management, Llc.
INCREASED9,8509,073+777+9%$815.2K$1.0M+$200.2K2026-11-06
Northbridge Financial Group, LLC
DECREASED9,7829,815-330%$881.9K$1.1M+$175.9K2026-11-05
DeDora Capital, Inc.
DECREASED9,7489,882-134-1%$887.9K$1.0M+$117.0K2026-10-26
SFG Wealth Management, Llc.
DECREASED9,6079,647-400%$866.8K$990.4K+$123.6K2026-10-23
Y.D. More Investments Ltd
DECREASED9,56210,592-1,030-10%$951.7K$985.7K+$34.1K2026-11-02
Rye Brook Capital LLC
INCREASED9,5008,000+1,500+19%$719.0K$979.0K+$260.0K2026-10-07
LJI Wealth Management, LLC
UNCHANGED9,4999,49900%$853.5K$979.3K+$125.8K2026-10-28
Kraematon Investment Advisors, Inc
UNCHANGED9,3579,35700%$840.7K$964.6K+$123.9K2026-11-02
Sidoxia Capital Management, LLC
NEW9,154—+9,154——$943.7K—2026-10-28
Bensler, LLC
INCREASED9,0108,502+508+6%$763.9K$928.9K+$165.0K2026-11-05
Triad Wealth Partners, LLC
INCREASED8,9888,688+300+3%$815.9K$926.6K+$110.7K2026-10-26
Fortune Financial Group, Inc.
INCREASED8,9558,021+934+12%$720.7K$923.2K+$202.5K2026-10-22
Cornerstone Wealth, LLC
DECREASED8,8729,644-772-8%$897.8K$941.5K+$43.7K2026-10-28
KFG Wealth Management, LLC
DECREASED8,7769,877-1,101-11%$887.4K$904.8K+$17.3K2026-10-16
Marshall & Sterling Wealth Advisors Inc.
INCREASED8,7006,414+2,286+36%$576.3K$896.9K+$320.6K2026-10-28
Worthington Financial Partners, LLC
DECREASED8,6598,740-81-1%$785.3K$892.6K+$107.3K2026-10-13
Midwest Trust Co
DECREASED8,5508,680-130-1%$779.9K$881.4K+$101.5K2026-10-22
Financial Partners Group, Inc
INCREASED8,4345,820+2,614+45%$522.9K$869.4K+$346.5K2026-10-19
Kaizen Financial Strategies
INCREASED8,3918,390+1+0%$764.5K$865.0K+$100.5K2026-10-09
Cottage Street Advisors LLC
INCREASED8,2675,096+3,171+62%$457.9K$852.2K+$394.3K2026-10-19
Bluedoor Private Wealth, LLC
DECREASED8,2239,600-1,377-14%$862.6K$847.7K-$14.9K2026-11-05
Glass Jacobson Investment Advisors llc
DECREASED8,0848,627-543-6%$775.1K$833.4K+$58.3K2026-10-26
Castleview Partners, LLC
INCREASED8,0277,743+284+4%$695.7K$827.5K+$131.8K2026-10-09
Strategic Advisors LLC
DECREASED8,0148,549-535-6%$768.1K$826.1K+$58.0K2026-10-13
Intesa Sanpaolo Wealth Management
INCREASED8,0007,800+200+3%$700.8K$824.7K+$123.9K2026-10-28
Juno Financial Group LLC
UNCHANGED7,9947,99400%$718.2K$824.1K+$105.9K2026-10-27
Richmond Investment Services, LLC
INCREASED7,9837,179+804+11%$645.0K$822.9K+$177.9K2026-10-29
Balboa Wealth Partners
INCREASED7,8967,872+24+0%$707.3K$814.0K+$106.7K2026-10-20
HBW Advisory Services LLC
INCREASED7,8317,257+574+8%$652.1K$807.3K+$155.2K2026-10-15
Global Assets Advisory, LLC
DECREASED7,8317,931-100-1%$726.4K$829.9K+$103.5K2026-10-28
Grantvest Financial Group LLC
INCREASED7,7527,643+109+1%$686.7K$799.2K+$112.4K2026-10-21
FFG Partners, LLC
NEW7,625—+7,625——$786.1K—2026-10-15
Imc-Chicago, LLC
DECREASED7,48413,928-6,444-46%$1.3M$771.5K-$479.9K2026-11-05
AFG Fiduciary Services Limited Partnership
DECREASED7,4687,523-55-1%$682.1K$802.6K+$120.5K2026-10-21
Presilium Private Wealth, LLC
DECREASED7,3737,375-20%$662.6K$760.1K+$97.4K2026-10-26
Onyx Bridge Wealth Group LLC
INCREASED7,3205,973+1,347+23%$536.6K$754.7K+$218.0K2026-10-16
Retirement Planning Group, LLC
DECREASED7,3197,900-581-7%$709.8K$754.5K+$44.7K2026-10-19
Old National Bancorp
DECREASED7,30810,505-3,197-30%$943.9K$753.4K-$190.5K2026-10-20
Interchange Capital Partners, LLC
INCREASED7,2576,723+534+8%$604.1K$748.1K+$144.1K2026-10-28
Stonebridge Financial Planning Group, LLC
INCREASED7,2507,219+31+0%$648.6K$747.4K+$98.8K2026-11-06
Focus Financial Network, Inc.
DECREASED7,2247,256-320%$652.0K$744.8K+$92.8K2026-10-14
APS Management Group, Inc.
DECREASED7,17210,722-3,550-33%$963.4K$739.4K-$224.0K2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED7,1366,933+203+3%$622.9K$735.7K+$112.7K2026-10-27
Triton Wealth Management, Pllc
DECREASED7,1007,289-189-3%$668.1K$693.0K+$24.9K2026-11-04
Wagner Wealth Management, LLC
INCREASED7,0046,574+430+7%$590.7K$722.0K+$131.3K2026-10-21
US Bancorp \de\
INCREASED6,9536,501+452+7%$584.1K$716.8K+$132.7K2026-11-05
Claro Advisors Inc.
DECREASED6,9227,054-132-2%$633.8K$713.6K+$79.8K2026-11-02
Titleist Asset Management, LLC
INCREASED6,8586,633+225+3%$596.0K$707.0K+$111.0K2026-10-08
Lionsbridge Wealth Management LLC
NEW6,806—+6,806——$701.6K—2026-10-26
TrueWealth Advisors, LLC
UNCHANGED6,7916,79100%$610.1K$700.0K+$89.9K2026-10-09
Wedmont Private Capital
INCREASED6,7743,900+2,874+74%$358.3K$719.4K+$361.1K2026-10-09
Cottonwood Capital Advisors, LLC
INCREASED6,7166,641+75+1%$596.7K$692.3K+$95.7K2026-10-20
GFS Advisors, LLC
DECREASED6,5756,641-66-1%$1.8M$678.0K-$1.1M2026-11-03
Capital Square, LLC
INCREASED6,4786,320+158+3%$580.7K$667.9K+$87.1K2026-10-19
Northwest Financial Advisors
DECREASED6,4276,469-42-1%$581.2K$662.5K+$81.3K2026-10-27
Private Trust Co NA
INCREASED6,4145,217+1,197+23%$468.8K$661.2K+$192.5K2026-10-20
Sculati Wealth Management, LLC
INCREASED6,4054,000+2,405+60%$369.4K$690.5K+$321.0K2026-10-19
Fisher Asset Management, LLC
INCREASED6,3993,188+3,211+101%$286.4K$659.7K+$373.2K2026-11-06
Caldwell Trust Co
INCREASED6,2875,990+297+5%$538.2K$648.1K+$109.9K2026-10-30
Perryman Financial Advisory Inc
INCREASED6,2595,563+696+13%$499.8K$645.3K+$145.4K2026-10-16
VVR Holdings LLC
NEW6,203—+6,203——$639.5K—2026-10-19
Crestwood Advisors Group, LLC
DECREASED6,1266,937-811-12%$623.3K$631.5K+$8.2K2026-10-27
Balance Wealth Partners LLC
DECREASED6,0757,811-1,736-22%$701.8K$626.3K-$75.5K2026-10-27
Modera Wealth Management, LLC
INCREASED5,9284,311+1,617+38%$387.4K$611.1K+$223.7K2026-10-28
Schear Investment Advisers, LLC
NEW5,876—+5,876——$605.8K—2026-10-14
Tempo Wealth, LLC
UNCHANGED5,8765,87600%$527.9K$605.8K+$77.8K2026-10-14
Choreo, LLC
INCREASED5,7055,633+72+1%$506.1K$588.1K+$82.0K2026-10-28
Quantum Private Wealth, LLC
INCREASED5,6355,581+54+1%$501.4K$580.9K+$79.5K2026-10-20
Signature Equity Partners, LLC
INCREASED5,6271,347+4,280+318%$121.0K$580.1K+$459.1K2026-10-29
Seven Hills Financial, LLC
NEW5,479—+5,479——$564.8K—2026-10-13
HUB Investment Partners, LLC
INCREASED5,4724,111+1,361+33%$369.4K$564.1K+$194.8K2026-11-03
Savant Capital, LLC
NEW5,426—+5,426——$559.4K—2026-11-06
Strategic Blueprint, LLC
INCREASED5,3985,357+41+1%$481.3K$556.5K+$75.2K2026-10-22
Wealth Effects LLC
INCREASED5,3374,842+495+10%$435.0K$550.2K+$115.1K2026-10-23
Valmark Advisers, Inc.
INCREASED5,2634,861+402+8%$436.8K$542.6K+$105.8K2026-11-06
Gilman Hill Asset Management, LLC
DECREASED5,2505,575-325-6%$500.9K$541.2K+$40.3K2026-10-13
Allworth Financial LP
INCREASED5,2385,135+103+2%$461.4K$470.6K+$9.3K2026-11-06
Buck Wealth Strategies, LLC
INCREASED5,0892,749+2,340+85%$247.0K$524.6K+$277.6K2026-10-28
Elmwood Wealth Management, Inc.
UNCHANGED5,0665,06600%$455.2K$522.3K+$67.1K2026-10-14
Stirlingshire Investments, Inc.
INCREASED5,0613,844+1,217+32%$345.4K$521.7K+$176.4K2026-11-05
Summit Wealth Group LLC / Co
DECREASED5,0095,011-20%$450.3K$516.4K+$66.1K2026-10-29
Facet Wealth, Inc.
INCREASED5,0003,596+1,404+39%$323.1K$515.5K+$192.4K2026-11-04
71 West Capital Partners
UNCHANGED4,9824,98200%$447.6K$513.6K+$66.0K2026-11-04
Joseph Group Capital Management
UNCHANGED4,9374,93700%$443.6K$509.0K+$65.4K2026-11-04
BCS Wealth Management
UNCHANGED4,7504,75000%$426.8K$489.7K+$62.9K2026-11-03
MBE Wealth Management, LLC
INCREASED4,7434,742+1+0%$426.0K$488.9K+$62.9K2026-10-26
New Wave Wealth Advisors LLC
NEW4,715—+4,715——$506.8K—2026-10-19
MTM Investment Management, LLC
UNCHANGED4,6004,60000%$413.3K$474.2K+$60.9K2026-10-30
ProCore Advisors, LLC
INCREASED4,5844,358+226+5%$391.6K$472.6K+$81.0K2026-10-14
Nilsine Partners, LLC
DECREASED4,5574,837-280-6%$434.6K$469.8K+$35.2K2026-11-02
Baker Avenue Asset Management, LP
NEW4,554—+4,554——$469.5K—2026-11-06
Archford Capital Strategies, LLC
UNCHANGED4,5534,55300%$409.0K$469.3K+$60.3K2026-10-19
First Citizens Bank & Trust Co
DECREASED4,5414,613-72-2%$414.5K$468.1K+$53.7K2026-10-14
Choice Wealth Advisors LLC
UNCHANGED4,3874,38700%$394.2K$452.3K+$58.1K2026-10-16
Fusion Capital, LLC
DECREASED4,3634,412-49-1%$396.4K$449.8K+$53.4K2026-10-28
First County Bank
INCREASED4,3504,000+350+9%$359.4K$448.4K+$89.0K2026-10-13
Private Advisory Group LLC
NEW4,348—+4,348——$448.2K—2026-11-06
Chapin Davis, Inc.
UNCHANGED4,3484,34800%$390.7K$448.3K+$57.6K2026-10-09
Stablepoint Partners, LLC
UNCHANGED4,2714,27100%$383.7K$440.3K+$56.5K2026-11-03
Russell Investments Group, Ltd.
INCREASED4,1963,254+942+29%$292.3K$432.5K+$140.2K2026-11-06
Americana Partners, LLC
UNCHANGED4,1424,14200%$372.2K$427.0K+$54.8K2026-10-28
Walker Asset Management, LLC
INCREASED4,0814,074+7+0%$366.0K$420.7K+$54.7K2026-10-13
Indivisible Partners
DECREASED4,0664,255-189-4%$382.3K$419.2K+$36.9K2026-10-26
Baldwin Wealth Partners LLC
INCREASED3,9792,979+1,000+34%$267.7K$410.2K+$142.5K2026-10-13
Sound Income Strategies, LLC
INCREASED3,9453,940+5+0%$354.0K$419.0K+$65.0K2026-10-09
Aurora Private Wealth, Inc.
UNCHANGED3,9213,92100%$352.0K$404.0K+$52.0K2026-10-20
Kingdom Financial Group Llc.
DECREASED3,9064,396-490-11%$395.0K$402.6K+$7.7K2026-11-04
Opal Wealth Advisors, LLC
DECREASED3,8474,386-539-12%$394.1K$396.6K+$2.5K2026-10-16
Pinion Investment Advisors, LLC
INCREASED3,8093,427+382+11%$307.9K$392.7K+$84.8K2026-11-04
Reap Financial Group, LLC
UNCHANGED3,7903,79000%$340.5K$390.7K+$50.2K2026-11-02
AdvisorNet Financial, Inc
INCREASED3,7733,222+551+17%$289.5K$391.4K+$101.9K2026-10-15
Money Concepts Capital Corp
NEW3,757—+3,757——$387.3K—2026-11-06
Hazlett, Burt & Watson, Inc.
UNCHANGED3,7023,70200%$189.1K$197.2K+$8.0K2026-11-04
Acorn Wealth Advisors, LLC
DECREASED3,6633,703-40-1%$332.7K$377.6K+$45.0K2026-10-19
Ritholtz Wealth Management
NEW3,655—+3,655——$376.8K—2026-11-05
Valued Retirements, Inc.
INCREASED3,6473,473+174+5%$312.1K$375.9K+$63.8K2026-11-06
tru Independence LLC
UNCHANGED3,6443,64400%$327.4K$375.6K+$48.3K2026-10-20
Venture Visionary Partners LLC
INCREASED3,6293,023+606+20%$271.6K$374.2K+$102.6K2026-10-07
Omega Financial Group, LLC
DECREASED3,6163,628-120%$326.0K$372.8K+$46.8K2026-10-29
Asset One Wealth Management LLC
NEW3,615—+3,615——$372.7K—2026-11-02
Plan Group Financial, LLC
DECREASED3,5474,257-710-17%$382.5K$356.1K-$26.3K2026-10-22
Sun Group Wealth Partners
NEW3,530—+3,530——$363.9K—2026-10-26
Granville Capital, Inc.
UNCHANGED3,4933,49300%$313.8K$360.1K+$46.3K2026-11-05
Team Financial Group, LLC
INCREASED3,4853,457+28+1%$310.7K$359.2K+$48.6K2026-10-30
Macroview Investment Management LLC
DECREASED3,4783,587-109-3%$322.3K$358.5K+$36.3K2026-10-26
KMG Fiduciary Partners, LLC
UNCHANGED3,4623,46200%$311.1K$356.9K+$45.8K2026-10-14
Sanders Morris Harris LLC
NEW3,444—+3,444——$355.0K—2026-10-14
JBR Co Financial Management Inc
UNCHANGED3,4173,41700%$307.0K$311.3K+$4.3K2026-10-13
WealthTrust Asset Management, LLC
INCREASED3,3663,245+121+4%$291.6K$347.0K+$55.4K2026-10-22
AlphaStar Capital Management, LLC
NEW3,359—+3,359——$346.2K—2026-10-16
Comprehensive Financial Consultants Institutional, Inc.
DECREASED3,3553,366-110%$302.4K$345.9K+$43.4K2026-10-15
Silverlake Wealth Management LLC
UNCHANGED3,3363,33600%$299.8K$343.9K+$44.2K2026-10-21
Cypress Wealth Services, LLC
UNCHANGED3,3203,32000%$298.3K$353.8K+$55.5K2026-10-21
Meridian Financial Advisors, LLC
DECREASED3,3083,443-135-4%$309.4K$341.0K+$31.7K2026-10-14
Rhodes Investment Advisors Inc
NEW3,255—+3,255——$335.6K—2026-10-07
LFG Wealth Partners, LLC
UNCHANGED3,2283,22800%$290.0K$332.7K+$42.7K2026-10-28
Trilogy Capital Inc.
INCREASED3,2182,956+262+9%$265.6K$331.7K+$66.1K2026-10-20
Avidian Wealth Enterprises, LLC
INCREASED3,2113,160+51+2%$283.9K$331.0K+$47.1K2026-10-08
Briggs Wealth Management, Inc
UNCHANGED3,2003,20000%$287.5K$329.9K+$42.4K2026-10-26
Frederick Financial Consultants, LLC
INCREASED3,1112,941+170+6%$264.3K$320.7K+$56.5K2026-10-29
Allspring Global Investments Holdings, LLC
INCREASED3,0982,870+228+8%$259.7K$325.9K+$66.2K2026-11-04
First International Bank of Israel Ltd.
NEW3,097—+3,097——$319.3K—2026-11-04
Nova Financial LLC
NEW3,069—+3,069——$316.4K—2026-11-04
Evolution Wealth Advisors, LLC
INCREASED3,0382,985+53+2%$268.2K$313.2K+$45.0K2026-11-03
Darden Wealth Group Inc
INCREASED3,0202,970+50+2%$266.9K$311.4K+$44.5K2026-11-06
Absolute Capital Management, LLC
DECREASED3,0043,476-472-14%$312.3K$309.7K-$2.6K2026-10-16
Investment Planning Advisors, Inc.
DECREASED3,0013,014-130%$270.9K$309.3K+$38.5K2026-10-14
Towneley Capital Management, Inc / de
UNCHANGED3,0003,00000%$269.6K$309.3K+$39.7K2026-10-09
Csenge Advisory Group
NEW2,993—+2,993——$308.6K—2026-11-04
Stewardship Concepts Financial Services LLC
DECREASED2,9853,019-34-1%$271.2K$307.8K+$36.5K2026-10-06
Urban Wealth Management, LLC
UNCHANGED2,9302,93000%$263.3K$302.1K+$38.8K2026-10-21
William Mack & Associates, Inc.
UNCHANGED2,8992,89900%$260.5K$298.9K+$38.4K2026-10-27
OpenArc Corporate Advisory, LLC
INCREASED2,8902,556+334+13%$229.7K$297.9K+$68.3K2026-10-21
Williams & Novak Wealth Management, LLC
NEW2,889—+2,889——$297.8K—2026-10-09
Huntleigh Advisors, Inc.
DECREASED2,8872,895-80%$260.1K$297.6K+$37.5K2026-11-03
Collier Financial
UNCHANGED2,8812,88100%$258.8K$297.0K+$38.1K2026-11-06
Argyle Capital Partners, LLC
DECREASED2,8783,128-250-8%$281.1K$296.7K+$15.6K2026-10-23
KPP Advisory Services LLC
DECREASED2,8203,200-380-12%$287.5K$290.7K+$3.2K2026-10-26
Brighton Jones LLC
INCREASED2,8052,734+71+3%$245.6K$289.1K+$43.5K2026-11-03
Quadcap Wealth Management, LLC
DECREASED2,6962,794-98-4%$251.0K$277.9K+$26.9K2026-11-02
Tempus Wealth Planning, LLC
INCREASED2,6592,614+45+2%$234.9K$274.1K+$39.2K2026-10-14
Apella Capital, LLC
INCREASED2,6502,610+40+2%$240.6K$282.4K+$41.7K2026-10-08
Pines Wealth Management, LLC
DECREASED2,6402,645-50%$237.7K$272.2K+$34.5K2026-10-21
Kennedy Investment Group, Inc.
DECREASED2,6002,828-228-8%$254.1K$268.0K+$13.9K2026-10-21
Symphony Financial, Ltd. Co.
DECREASED2,58510,111-7,526-74%$908.1K$266.6K-$641.5K2026-10-22
Boyer Financial Services, Inc.
DECREASED2,5732,902-329-11%$263.1K$265.3K+$2.2K2026-10-23
Pinnacle Bancorp, Inc.
UNCHANGED2,5552,55500%$229.6K$263.4K+$33.8K2026-10-21
Plimoth Trust Co LLC
UNCHANGED2,5422,54200%$228.4K$262.1K+$33.7K2026-10-26
Kathmere Capital Management, LLC
UNCHANGED2,5002,50000%$224.6K$257.7K+$33.1K2026-10-20
Summa Corp.
UNCHANGED2,5002,50000%$229.6K$257.7K+$28.2K2026-10-30
Revisor Wealth Management LLC
DECREASED2,4902,869-379-13%$257.7K$251.3K-$6.4K2026-10-20
Portfolio Resources Advisor Group, Inc.
NEW2,485—+2,485——$256.2K—2026-10-20
GR Financial Group, LLC
DECREASED2,4802,504-24-1%$225.0K$255.7K+$30.7K2026-10-27
Corecam Pte. Ltd.
UNCHANGED2,4502,45000%$220.1K$252.6K+$32.4K2026-10-23
Princeton Global Asset Management LLC
UNCHANGED2,4212,42100%$217.5K$249.6K+$32.1K2026-10-21
Harbour Trust & Investment Management Co
UNCHANGED2,4002,40000%$215.6K$247.4K+$31.8K2026-10-28
NBT Bank, N.A.
UNCHANGED2,4002,40000%$215.6K$247.4K+$31.8K2026-10-21
Kendall Capital Management
NEW2,398—+2,398——$247.2K—2026-10-23
Econ Financial Services Corp
INCREASED2,3902,295+95+4%$206.2K$246.4K+$40.2K2026-10-19
Alliance Wealth Advisors, LLC
UNCHANGED2,3882,38800%$214.6K$246.2K+$31.6K2026-10-14
Worth Financial Advisory Group, LLC
INCREASED2,3812,326+55+2%$209.0K$245.5K+$36.5K2026-10-19
Pacific Excel Wealth Advisors, Inc.
NEW2,363—+2,363——$243.6K—2026-10-27
Outlook Wealth Advisors, LLC
NEW2,351—+2,351——$242.3K—2026-10-28
Advocate Investing Services LLC
DECREASED2,3502,653-303-11%$238.4K$242.3K+$3.9K2026-10-26
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED2,3363,887-1,551-40%$349.4K$240.9K-$108.5K2026-10-14
Mayfair Advisory Group, LLC
NEW2,335—+2,335——$240.7K—2026-10-20
Allen Capital Group, LLC
UNCHANGED2,3292,32900%$209.3K$240.1K+$30.8K2026-10-27
Impact Capital Partners LLC
UNCHANGED2,3002,30000%$206.7K$237.1K+$30.5K2026-10-22
Deutsche Bank Ag\
UNCHANGED2,2792,27900%$204.8K$234.9K+$30.2K2026-11-06
BostonPremier Wealth LLC
NEW2,267—+2,267——$233.7K—2026-10-16
Verdence Capital Advisors LLC
NEW2,261—+2,261——$233.1K—2026-10-26
Founders Financial Securities LLC
NEW2,257—+2,257——$232.7K—2026-10-28
Integrity Investment Advisors, LLC
UNCHANGED2,2532,25300%$202.5K$232.3K+$29.8K2026-11-03
EverSource Wealth Advisors, LLC
DECREASED2,2502,307-57-2%$207.3K$232.0K+$24.7K2026-11-04
Gerber Kawasaki Wealth & Investment Management
NEW2,235—+2,235——$230.5K—2026-10-29
Keudell ison Wealth Management
NEW2,225—+2,225——$229.4K—2026-10-16
Saxony Capital Management, LLC
NEW2,172—+2,172——$223.9K—2026-10-15
Fiscal Wisdom Wealth Management, LLC
NEW2,125—+2,125——$219.1K—2026-10-16
Cassaday & Co Wealth Management LLC
NEW2,116—+2,116——$218.1K—2026-10-27
Eagle Wealth Strategies LLC
DECREASED2,1162,733-617-23%$245.6K$218.1K-$27.5K2026-10-20
Balentine LLC
UNCHANGED2,1102,11000%$189.6K$217.5K+$27.9K2026-11-03
HCR Wealth Advisors
NEW2,100—+2,100——$216.5K—2026-10-15
Corbyn Investment Management Inc
NEW2,097—+2,097——$216.2K—2026-10-30
Fulton Breakefield Broenniman LLC
NEW2,095—+2,095——$216.0K—2026-11-03
Fell Capital Management
NEW2,090—+2,090——$215.5K—2026-10-09
PVG Asset Management Corp
NEW2,086—+2,086——$215.0K—2026-10-19
Blue Bell Private Wealth Management, LLC
DECREASED2,0812,082-10%$187.1K$214.5K+$27.5K2026-10-29
Centerpoint Advisory Group
NEW2,068—+2,068——$213.2K—2026-10-23
Florida Trust Wealth Management Co
DECREASED2,0442,444-400-16%$219.6K$210.7K-$8.9K2026-11-05
First Heartland Consultants, Inc.
NEW2,034—+2,034——$209.7K—2026-10-08
Trust Co of Toledo NA
UNCHANGED2,0202,02000%$181.5K$208.2K+$26.7K2026-10-16
Sloy Dahl & Holst, LLC
NEW2,005—+2,005——$206.7K—2026-10-14
Madrid Wealth Management, LLC
NEW2,000—+2,000——$206.2K—2026-10-23
Castle Rock Wealth Management, LLC
NEW1,993—+1,993——$215.5K—2026-10-09
Archer Investment Corp
UNCHANGED1,9911,99100%$178.9K$205.2K+$26.4K2026-11-05
Bank of New York Mellon Corp
NEW1,985—+1,985——$204.6K—2026-11-05
Post Resch Tallon Group Inc.
NEW1,950—+1,950——$201.0K—2026-10-09
Clark Wealth Partners
UNCHANGED1,9491,94900%$175.2K$201.0K+$25.8K2026-10-19
SBI Securities Co., Ltd.
INCREASED1,9041,579+325+21%$141.9K$196.3K+$54.4K2026-10-22
GK Wealth Management LLC
DECREASED1,8024,323-2,521-58%$388.4K$185.8K-$202.6K2026-10-09
Murphy & Mullick Capital Management Corp
INCREASED1,7601,710+50+3%$153.7K$181.5K+$27.8K2026-11-02
Fairscale Capital, LLC
UNCHANGED1,7281,72800%$155.3K$174.6K+$19.3K2026-11-04
Hanson & Doremus Investment Management
UNCHANGED1,7101,71000%$154.0K$176.0K+$22.0K2026-10-16
Rossby Financial, LCC
INCREASED1,639293+1,346+459%$26.3K$169.0K+$142.6K2026-11-05
Friedenthal Financial
DECREASED1,6272,047-420-21%$183.9K$167.7K-$16.2K2026-10-27
POM Investment Strategies, LLC
NEW1,448—+1,448——$149.3K—2026-10-20
Biltmore Family Office, LLC
DECREASED1,4451,527-82-5%$137.2K$149.0K+$11.8K2026-11-03
Gilpin Wealth Management, LLC
INCREASED1,2861,104+182+16%$99.2K$132.6K+$33.4K2026-10-09
Key FInancial Inc
UNCHANGED1,2391,23900%$111.3K$127.7K+$16.4K2026-11-02
Register Financial Advisors LLC
INCREASED1,2231,213+10+1%$109.0K$126.0K+$17.1K2026-10-23
Bangor Savings Bank
UNCHANGED1,1001,10000%$98.8K$113.4K+$14.6K2026-10-06
Foresight Capital Management Advisors, Inc.
NEW1,029—+1,029——$106.1K—2026-10-27
Acropolis Investment Management, LLC
NEW1,000—+1,000——$103.1K—2026-10-08
Elyxium Wealth, LLC
NEW972—+972——$100.2K—2026-10-27
Madden Securities Corp
NEW969—+969——$99.9K—2026-10-27
Noble Wealth Management PBC
UNCHANGED92592500%$83.1K$95.4K+$12.2K2026-10-01
North Star Investment Management Corp.
UNCHANGED88588500%$79.5K$91.2K+$11.7K2026-10-27
Westside Investment Management, Inc.
UNCHANGED85885800%$77.1K$88.7K+$11.5K2026-11-02
Investment Research & Advisory Group, Inc.
UNCHANGED84084000%$75.5K$86.6K+$11.1K2026-10-19
Bell Investment Advisors, Inc
DECREASED750793-43-5%$71.3K$77.3K+$6.1K2026-10-29
Bfsg, LLC
UNCHANGED75075000%$67.4K$77.3K+$9.9K2026-10-30
Community Bank, N.A.
UNCHANGED72872800%$65.4K$75.0K+$9.6K2026-11-06
Central Trust Co
INCREASED717189+528+279%$17.0K$73.9K+$56.9K2026-11-05
Clearstead Advisors, LLC
DECREASED6981,331-633-48%$119.6K$71.9K-$47.6K2026-11-06
Nfsg Corp
UNCHANGED66466400%$59.7K$68.5K+$8.8K2026-10-15
Eastern Bank
UNCHANGED65265200%$58.6K$67.2K+$8.6K2026-10-05
Root Financial Partners, LLC
NEW648—+648——$66.8K—2026-10-21
James T. Borello RIA
UNCHANGED64864800%$58.2K$66.8K+$8.6K2026-10-16
Polaris Financial Partners
NEW625—+625——$65—2026-10-02
Larson Financial Group LLC
DECREASED620642-22-3%$57.7K$63.9K+$6.2K2026-11-05
Silver Grove Financial Group, Inc.
NEW600—+600——$61.9K—2026-11-05
WPG Advisers, LLC
INCREASED555550+5+1%$49.4K$57.2K+$7.8K2026-10-27
Armstrong Advisory Group, Inc
UNCHANGED54254200%$48.7K$55.9K+$7.2K2026-10-09
Natixis
UNCHANGED52152100%$46.6K$54.2K+$7.6K2026-11-06
Gamma Investing LLC
INCREASED51627+489+1811%$2.4K$53.2K+$50.8K2026-10-08
Roxbury Financial LLC
UNCHANGED49549500%$44.5K$51.0K+$6.6K2026-10-01
Asset Dedication, LLC
INCREASED484406+78+19%$36.5K$49.9K+$13.4K2026-11-03
Dhjj Financial Advisors, Ltd.
UNCHANGED44544500%$40.0K$45.9K+$5.9K2026-10-23
UMB Private Wealth Management, LLC
NEW421—+421——$43.4K—2026-10-19
FNY Investment Advisers, LLC
NEW400—+400——$41.0K—2026-10-16
Hilltop National Bank
UNCHANGED40040000%$35.9K$41.2K+$5.3K2026-10-14
New England Capital Financial Advisors LLC
UNCHANGED39139100%$35.1K$40.3K+$5.2K2026-11-03
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED39039000%$35.0K$40.0K+$5.0K2026-11-02
Smallwood Wealth Investment Management, LLC
UNCHANGED38538500%$34.6K$39.7K+$5.1K2026-10-30
Rakuten Securities, Inc.
DECREASED384500-116-23%$44.9K$39.6K-$5.3K2026-11-02
AlphaCore Capital LLC
INCREASED372370+2+1%$33.2K$38.3K+$5.1K2026-11-04
Nemes Rush Group LLC
UNCHANGED36036000%$32.3K$37.1K+$4.8K2026-11-04
TFC Financial Management, Inc.
UNCHANGED34434400%$30.9K$35.5K+$4.6K2026-10-26
Evolution Wealth Management Inc.
DECREASED335849-514-61%$76.3K$34.5K-$41.8K2026-10-28
Ameliora Wealth Management Ltd.
UNCHANGED31931900%$28.7K$32.9K+$4.2K2026-10-23
Financial Network Wealth Advisors LLC
UNCHANGED27727700%$24.9K$28.6K+$3.7K2026-10-28
Hilton Head Capital Partners, LLC
INCREASED24915+234+1560%$1.3K$25.7K+$24.3K2026-10-23
Financial Consulate, Inc
UNCHANGED24824800%$22.3K$25.6K+$3.3K2026-10-23
DiNuzzo Private Wealth, Inc.
UNCHANGED23523500%$21.1K$24.2K+$3.1K2026-10-16
RMG Wealth Management LLC
NEW217—+217——$22.2K—2026-10-26
Blue Trust, Inc.
INCREASED21779+138+175%$7.1K$22.3K+$15.2K2026-10-15
Wolff Wiese Magana LLC
UNCHANGED21321300%$19.2K$22.0K+$2.8K2026-10-15
Torren Management, LLC
NEW201—+201——$20.7K—2026-10-29
Versant Capital Management, Inc
UNCHANGED20020000%$18.0K$20.6K+$2.6K2026-10-02
Brown, Lisle Ings, Inc.
UNCHANGED20020000%$18.0K$20.7K+$2.7K2026-10-16
Whipplewood Advisors, LLC
DECREASED1981,015-817-80%$91.2K$20.4K-$70.8K2026-10-20
Maseco LLP
NEW175—+175——$18.0K—2026-10-27
Pathway Financial Advisers, LLC
NEW157—+157——$16.2K—2026-10-27
Ascentis Wealth Management, LLC
INCREASED156128+28+22%$11.5K$16.1K+$4.6K2026-11-03
Entrust Financial LLC
NEW150—+150——$15.5K—2026-11-04
MV Capital Management, Inc.
UNCHANGED15015000%$13.5K$15.5K+$2.0K2026-10-29
Financial Perspectives, Inc
UNCHANGED14514500%$13.0K$14.9K+$1.9K2026-11-03
Beacon Investment Advisory Services, Inc.
DECREASED129179-50-28%$16.1K$13.3K-$2.8K2026-10-13
Jnba Financial Advisors
UNCHANGED12512500%$11.2K$12.9K+$1.7K2026-11-03
Quest 10 Wealth Builders, Inc.
DECREASED121126-5-4%$11.3K$12.5K+$1.2K2026-11-02
Abound Wealth Management
INCREASED118109+9+8%$9.8K$12.2K+$2.4K2026-10-26
Key Capital Management, Inc
UNCHANGED11411400%$10.2K$11.8K+$1.5K2026-11-03
Signaturefd, LLC
DECREASED109114-5-4%$10.2K$11.2K+$9942026-10-23
Financial Freedom, LLC
NEW105—+105——$10.8K—2026-11-06
Mather Group, Llc.
NEW101—+101——$10.4K—2026-10-14
Realta Investment Advisors
DECREASED1008,125-8,025-99%$730.0K$10.3K-$719.7K2026-10-14
Downshift Financial, LLC
UNCHANGED10010000%$9.0K$10.3K+$1.3K2026-10-13
Proathlete Wealth Management LLC
UNCHANGED969600%$8.7K$9.9K+$1.3K2026-10-15
Trust Co
UNCHANGED929200%$8.3K$9.5K+$1.2K2026-10-09
Salomon & Ludwin, LLC
UNCHANGED909000%$8.2K$9.3K+$1.1K2026-10-29
Physician Wealth Advisors, Inc.
UNCHANGED888800%$7.9K$9.1K+$1.2K2026-10-20
GHP Investment Advisors, Inc.
UNCHANGED858500%$7.6K$8.7K+$1.1K2026-10-15
Avion Wealth
UNCHANGED858500%$7$8+$12026-11-04
Accordant Advisory Group Inc
NEW82—+82——$8.5K—2026-10-29
Costello Asset Management, Inc
UNCHANGED818100%$7.3K$8.4K+$1.1K2026-10-30
Rosenberg Matthew Hamilton
UNCHANGED797900%$7.1K$8.1K+$1.0K2026-10-05
10Elms LLP
NEW76—+76——$7.8K—2026-11-06
Ascentis Independent Advisors
NEW75—+75——$7.9K—2026-11-03
Concord Wealth Partners
NEW70—+70——$7.2K—2026-11-02
United Financial Planning Group LLC
NEW68—+68——$7.0K—2026-11-04
Highline Wealth Partners LLC
UNCHANGED686800%$6.1K$7.0K+$8962026-10-19
Strengthening Families & Communities, LLC
UNCHANGED656500%$5.8K$6.7K+$8582026-10-21
Mosley Wealth Management
UNCHANGED606000%$5.4K$6.2K+$8222026-10-16
NBH Bank
UNCHANGED535300%$4.8K$5.5K+$7022026-11-05
Independence Bank of Kentucky
NEW52—+52——$5.4K—2026-10-26
Cornerstone National Bank & Trust Co
UNCHANGED515100%$4.6K$5.3K+$6462026-10-20
Global Trust Asset Management, LLC
UNCHANGED505000%$4.5K$5.2K+$6622026-10-19
Gables Capital Management Inc.
UNCHANGED505000%$4.5K$5.2K+$6622026-11-04
Pacifica Partners Inc.
UNCHANGED505000%$4.5K$5.2K+$6562026-10-09
Pinnacle Wealth Planning Services, Inc.
UNCHANGED464600%$4.1K$4.7K+$6092026-10-27
West Paces Advisors Inc.
UNCHANGED363600%$3.2K$3.7K+$4762026-10-13
High Note Wealth, LLC
UNCHANGED303000%$2.7K$3.1K+$3972026-10-27
Quaker Wealth Management, LLC
DECREASED17163-146-90%$14.7K$1.7K-$13.0K2026-10-22
Signature Resources Capital Management, LLC
NEW11—+11——$1.1K—2026-10-16
Mechanics Financial Corp
UNCHANGED6600%$539$619+$802026-11-05
Main Street Group, LTD
UNCHANGED2200%$180$206+$262026-10-28
Transcendent Capital Group LLC
CLOSED022,683-22,683-100%$2.0M$0-$2.0M2026-10-28
Burke & Herbert Bank & Trust Co
CLOSED010,609-10,609-100%$1.5M$0-$1.5M2026-11-02
Wellington Shields Capital Management, LLC
CLOSED07,300-7,300-100%$655.9K$0-$655.9K2026-11-03
Altus Wealth Group LLC
CLOSED07,206-7,206-100%$647.4K$0-$647.4K2026-10-20
Capital CS Group, LLC
CLOSED06,293-6,293-100%$565.4K$0-$565.4K2026-10-29
Sunpointe, LLC
CLOSED06,266-6,266-100%$563.0K$0-$563.0K2026-10-22
Kestra Investment Management, LLC
CLOSED03,718-3,718-100%$334.1K$0-$334.1K2026-11-04
Anson Capital, Inc.
CLOSED02,567-2,567-100%$230.6K$0-$230.6K2026-10-23
Stenger Family Office, LLC
CLOSED02,541-2,541-100%$215.0K$0-$215.0K2026-10-22
Buska Wealth Management, LLC
CLOSED02,283-2,283-100%$205.1K$0-$205.1K2026-10-08
Belvedere Trading LLC
CLOSED01,551-1,551-100%$139.4K$0-$139.4K2026-11-05
MCF Advisors LLC
CLOSED0981-981-100%$88.1K$0-$88.1K2026-10-28
Solstein Capital, LLC
CLOSED0856-856-100%$76.9K$0-$76.9K2026-11-02
Gill Capital Partners, LLC
CLOSED0721-721-100%$64.8K$0-$64.8K2026-10-13
Wellington Shields & Co., LLC
CLOSED0500-500-100%$44.9K$0-$44.9K2026-11-03
Tucker Asset Management LLC
CLOSED0432-432-100%$38.8K$0-$38.8K2026-10-29
BankPlus Trust Department
CLOSED0340-340-100%$30.5K$0-$30.5K2026-11-06
Decker Retirement Planning Inc.
CLOSED0219-219-100%$19.7K$0-$19.7K2026-10-19
Halbert Hargrove Global Advisors, LLC
CLOSED0192-192-100%$17.3K$0-$17.3K2026-10-16
Coastline Trust Co
CLOSED0168-168-100%$15.1K$0-$15.1K2026-10-01
Salem Investment Counselors Inc
CLOSED043-43-100%$3.9K$0-$3.9K2026-10-13
Trust Co of Vermont
CLOSED038-38-100%$3.4K$0-$3.4K2026-10-21
LifeSteps Financial, Inc.
CLOSED030-30-100%$2.7K$0-$2.7K2026-10-15
Bear Mountain Capital, Inc.
CLOSED05-5-100%$474$0-$4742026-11-04
Bank of America Corp
N/A—14,684,507-14,684,507-100%$1.3B———
Morgan Stanley
N/A—13,493,839-13,493,839-100%$1.2B———
UBS Group AG
N/A—5,868,755-5,868,755-100%$527.3M———
Wells Fargo & Company
N/A—4,695,411-4,695,411-100%$421.9M———
JPMorgan Chase & Co
N/A—3,461,122-3,461,122-100%$306.3M———
Royal Bank of Canada
N/A—2,209,858-2,209,858-100%$198.6M———
Raymond James Financial Inc
N/A—2,202,840-2,202,840-100%$197.9M———
Ameriprise Financial Inc
N/A—1,990,479-1,990,479-100%$178.9M———
First Trust Advisors LP
N/A—1,227,217-1,227,217-100%$110.2M———
HighTower Advisors, LLC
N/A—1,052,664-1,052,664-100%$94.6M———
Cetera Investment Advisers
N/A—996,780-996,780-100%$89.6M———
Envestnet Asset Management Inc
N/A—789,156-789,156-100%$70.9M———
Osaic Holdings, Inc.
N/A—744,792-744,792-100%$66.9M———
Stifel Financial Corp
N/A—732,893-732,893-100%$65.9M———
Rockefeller Capital Management L.P.
N/A—555,088-555,088-100%$49.9M———
Private Advisor Group, LLC
N/A—472,791-472,791-100%$42.5M———
Northwestern Mutual Wealth Management Co
N/A—438,772-438,772-100%$39.4M———
Jones Financial Companies Lllp
N/A—361,569-361,569-100%$30.9M———
MML Investors Services, LLC
N/A—339,713-339,713-100%$30.5M———
Janney Montgomery Scott LLC
N/A—291,507-291,507-100%$26.2M———
Modern Wealth Management, LLC
N/A—253,046-253,046-100%$22.7M———
Intellus Advisors LLC
N/A—241,259-241,259-100%$21.7M———
Equitable Holdings, Inc.
N/A—229,012-229,012-100%$20.6M———
NewEdge Advisors, LLC
N/A—201,338-201,338-100%$18.1M———
American Financial Advisors, LLC
N/A—198,104-198,104-100%$17.8M———
Blair William & Co
N/A—194,996-194,996-100%$17.5M———
Goldman Sachs Group Inc
N/A—192,718-192,718-100%$17.3M———
&partners
N/A—188,709-188,709-100%$17.0M———
Sargent Investment Group, LLC
N/A—179,786-179,786-100%$16.2M———
Integrated Wealth Concepts LLC
N/A—168,076-168,076-100%$15.1M———
Maniro Ltd
N/A—165,740-165,740-100%$14.9M———
Mutual Advisors, LLC
N/A—161,395-161,395-100%$14.5M———
Arax Advisory Partners
N/A—160,318-160,318-100%$14.4M———
Parker Investment Management, LLC
N/A—155,120-155,120-100%$13.9M———
Prudential PLC
N/A—154,000-154,000-100%$13.8M———
Sanctuary Advisors, LLC
N/A—143,310-143,310-100%$12.9M———
Susquehanna International Group, LLP
N/A—142,943-142,943-100%$12.8M———
Arkadios Wealth Advisors
N/A—141,543-141,543-100%$12.7M———
Steward Partners Investment Advisory, LLC
N/A—124,658-124,658-100%$11.2M———
Kiker Wealth Management, LLC
N/A—123,750-123,750-100%$11.1M———
Plotkin Financial Advisors, LLC
N/A—120,316-120,316-100%$10.8M———
Dunhill Financial, LLC
N/A—118,022-118,022-100%$10.6M———
Pine Valley Investments Ltd Liability Co
N/A—114,095-114,095-100%$10.3M———
Bank of Montreal
N/A—113,484-113,484-100%$10.2M———
Baird Financial Group, Inc.
N/A—107,368-107,368-100%$9.6M———
IAM Advisory, LLC
N/A—106,887-106,887-100%$9.6M———
Warner Group LLC
N/A—106,545-106,545-100%$9.6M———
Scotia Capital Inc.
N/A—105,101-105,101-100%$9.4M———
Federation des caisses Desjardins du Quebec
N/A—104,513-104,513-100%$9.4M———
Frisch Financial Group, Inc.
N/A—102,751-102,751-100%$9.2M———
National Bank of Canada
N/A—101,698-101,698-100%$9.1M———
CIBC World Market Inc.
N/A—96,478-96,478-100%$8.7M———
Waverly Advisors, LLC
N/A—92,862-92,862-100%$8.3M———
Cary Street Partners Financial LLC
N/A—88,264-88,264-100%$7.9M———
Stephens Inc
N/A—87,162-87,162-100%$7.8M———
Captrust Financial Advisors
N/A—85,166-85,166-100%$7.7M———
Jaffetilchin Investment Partners, LLC
N/A—84,632-84,632-100%$7.6M———
Phoenix Financial Ltd.
N/A—81,875-81,875-100%$7.4M———
SG Americas Securities, LLC
N/A—78,732-78,732-100%$7.1M———
SageGuard Financial Group, LLC
N/A—77,590-77,590-100%$7.0M———
Stratos Wealth Partners, Ltd.
N/A—76,258-76,258-100%$6.9M———
Benjamin Edwards Inc
N/A—76,156-76,156-100%$6.8M———
Cresset Asset Management, LLC
N/A—75,247-75,247-100%$6.8M———
BNP Paribas Financial Markets
N/A—73,655-73,655-100%$6.6M———
Snowden Capital Advisors LLC
N/A—73,129-73,129-100%$6.6M———
Twin Peaks Wealth Advisors, LLC
N/A—72,138-72,138-100%$6.5M———
Harbour Investments, Inc.
N/A—72,122-72,122-100%$6.5M———
Beacon Pointe Advisors, LLC
N/A—71,175-71,175-100%$6.4M———
Independent Advisor Alliance
N/A—71,107-71,107-100%$6.4M———
Ameritas Advisory Services, LLC
N/A—70,338-70,338-100%$6.3M———
Principal Securities, Inc.
N/A—68,725-68,725-100%$6.2M———
Beck Capital Management, LLC
N/A—66,747-66,747-100%$6.0M———
Concentrum Wealth Management
N/A—65,900-65,900-100%$5.9M———
Sumitomo Mitsui Financial Group, Inc.
N/A—65,414-65,414-100%$5.9M———
Kingsview Wealth Management, LLC
N/A—62,270-62,270-100%$5.6M———
Insigneo Advisory Services, LLC
N/A—61,198-61,198-100%$5.5M———
Private Wealth Asset Management, LLC
N/A—60,230-60,230-100%$5.4M———
Wealthfront Advisers LLC
N/A—60,180-60,180-100%$5.4M———
Pacific SUN Financial Corp
N/A—58,451-58,451-100%$5.3M———
Proactive Wealth Strategies LLC
N/A—53,815-53,815-100%$4.8M———
PCG Wealth Advisors, LLC
N/A—53,448-53,448-100%$4.8M———
Cerity Partners LLC
N/A—50,918-50,918-100%$4.6M———
Abbot Financial Management, Inc.
N/A—50,823-50,823-100%$4.6M———
Geneos Wealth Management Inc.
N/A—49,589-49,589-100%$4.5M———
Rathbones Group PLC
N/A—49,317-49,317-100%$4.4M———
Jane Street Group, LLC
N/A—48,136-48,136-100%$4.3M———
Sfmg, LLC
N/A—47,580-47,580-100%$4.3M———
Gladstone Institutional Advisory LLC
N/A—47,385-47,385-100%$4.3M———
Pinnacle Financial Partners, Inc.
N/A—45,542-45,542-100%$4.1M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—44,857-44,857-100%$4.0M———
Gateway Wealth Partners, LLC
N/A—44,678-44,678-100%$4.0M———
IHT Wealth Management, LLC
N/A—44,318-44,318-100%$4.0M———
Concorde Asset Management, LLC
N/A—41,875-41,875-100%$3.8M———
Coastal Bridge Advisors, LLC
N/A—40,723-40,723-100%$3.7M———
FMR LLC
N/A—40,248-40,248-100%$3.6M———
Intrinsic Edge Capital Management LLC
N/A—40,000-40,000-100%$3.6M———
AE Wealth Management LLC
N/A—37,902-37,902-100%$3.4M———
Investment Advisory Services Group LLC
N/A—37,851-37,851-100%$3.4M———
Summit Financial, LLC
N/A—36,959-36,959-100%$3.3M———
SHP Wealth Management
N/A—36,917-36,917-100%$3.3M———
Focus Partners Wealth
N/A—36,913-36,913-100%$3.3M———
Granite Bay Wealth Management, LLC
N/A—35,836-35,836-100%$3.2M———
EFG International AG
N/A—35,770-35,770-100%$3.2M———
Smith, Moore & Co.
N/A—35,468-35,468-100%$3.2M———
OneDigital Investment Advisors LLC
N/A—34,962-34,962-100%$3.1M———
Wealthspire Advisors, LLC
N/A—34,403-34,403-100%$3.1M———
Bravera Wealth
N/A—33,218-33,218-100%$3.0M———
Mark Sheptoff Financial Planning, LLC
N/A—32,789-32,789-100%$2.9M———
Mpwm Advisory Solutions, LLC
N/A—32,437-32,437-100%$2.9M———
Tidal Investments LLC
N/A—32,381-32,381-100%$2.9M———
Capital Fund Management S.A.
N/A—31,293-31,293-100%$2.8M———
Belpointe Asset Management LLC
N/A—29,465-29,465-100%$2.6M———
Elequin Capital, LP
N/A—29,029-29,029-100%$2.6M———
WCG Wealth Advisors LLC
N/A—28,084-28,084-100%$2.5M———
Migdal Insurance & Financial Holdings Ltd.
N/A—27,928-27,928-100%$2.5M———
SCS Capital Management LLC
N/A—27,494-27,494-100%$2.5M———
Mariner, LLC
N/A—26,873-26,873-100%$2.4M———
PFG Investments, LLC
N/A—26,047-26,047-100%$2.3M———
Mercer Global Advisors Inc
N/A—25,568-25,568-100%$2.3M———
Global Retirement Partners, LLC
N/A—24,520-24,520-100%$2.2M———
Western Wealth Management, LLC
N/A—23,506-23,506-100%$2.1M———
NewEdge Wealth, LLC
N/A—23,256-23,256-100%$2.1M———
Callan Family Office, LLC
N/A—23,041-23,041-100%$2.1M———
Nomura Asset Management Co LTD
N/A—22,900-22,900-100%$2.1M———
Prosperity Consulting Group, LLC
N/A—22,104-22,104-100%$2.0M———
Ethos Financial Group, LLC
N/A—21,805-21,805-100%$1.9M———
Forefront Wealth Partners, LLC
N/A—21,793-21,793-100%$2.0M———
Kropog Financial Group, LLC
N/A—21,433-21,433-100%$1.9M———
Great Valley Advisor Group, Inc.
N/A—21,037-21,037-100%$1.9M———
Goldstone Financial Group, LLC
N/A—20,772-20,772-100%$1.9M———
O'rourke & Company, Inc
N/A—20,096-20,096-100%$1.8M———
Seaview Investment Managers LLC
N/A—19,956-19,956-100%$1.8M———
Valtrion Capital Management, LLC
N/A—19,492-19,492-100%$1.8M———
Oversea-Chinese Banking Corp Ltd
N/A—19,234-19,234-100%$1.7M———
HSBC Holdings PLC
N/A—19,000-19,000-100%$1.7M———
Essex Financial Services, Inc.
N/A—18,879-18,879-100%$1.7M———
BFC Planning, Inc.
N/A—18,623-18,623-100%$1.7M———
Mmbg Investment Advisors Co.
N/A—18,532-18,532-100%$1.7M———
Mayflower Financial Advisors, LLC
N/A—18,456-18,456-100%$1.7M———
One Capital Management, LLC
N/A—18,129-18,129-100%$1.1M———
TD Capital Management LLC
N/A—18,113-18,113-100%$1.6M———
Legacy Wealth Managment, LLC
N/A—17,991-17,991-100%$1.6M———
OneAscent Financial Services LLC
N/A—17,817-17,817-100%$1.6M———
Bank Hapoalim BM
N/A—17,802-17,802-100%$1.6M———
Macro Advisors, Inc.
N/A—17,249-17,249-100%$1.5M———
Wealth Watch Advisors, Inc
N/A—17,015-17,015-100%$1.5M———
Main Street Financial Solutions, LLC
N/A—16,936-16,936-100%$1.5M———
AQR Capital Management LLC
N/A—16,862-16,862-100%$1.5M———
Strategic Financial Concepts, LLC
N/A—16,780-16,780-100%$1.5M———
Gotham Asset Management, LLC
N/A—16,307-16,307-100%$1.5M———
Aster Capital Management (Difc) Ltd
N/A—16,200-16,200-100%$1.5M———
Sava Penzisko Drushtvo A.D. Skopje
N/A—16,029-16,029-100%$3.6M———
Advisory Services Network, LLC
N/A—15,754-15,754-100%$1.4M———
Garden State Investment Advisory Services LLC
N/A—15,409-15,409-100%$1.4M———
Centaurus Financial, Inc.
N/A—15,134-15,134-100%$1.4M———
Richard W. Paul & Associates, LLC
N/A—14,615-14,615-100%$1.3M———
Commerce Bank
N/A—14,385-14,385-100%$1.3M———
Intellectus Partners, LLC
N/A—14,373-14,373-100%$1.3M———
Ausdal Financial Partners, Inc.
N/A—13,890-13,890-100%$1.2M———
Harvest Investment Services, LLC
N/A—13,853-13,853-100%$1.2M———
CreativeOne Wealth, LLC
N/A—13,631-13,631-100%$1.2M———
MAI Capital Management
N/A—13,269-13,269-100%$1.2M———
Natixis Advisors, LLC
N/A—13,226-13,226-100%$1.2M———
Pitcairn Wealth Advisors LLC
N/A—13,220-13,220-100%$1.2M———
Fairview Capital Investment Management, LLC
N/A—13,130-13,130-100%$1.2M———
LM Advisors LLC
N/A—13,100-13,100-100%$1.2M———
Arrowroot Family Office, LLC
N/A—13,045-13,045-100%$1.2M———
BlackRock, Inc.
N/A—12,746-12,746-100%$1.1M———
Foundations Investment Advisors, LLC
N/A—12,701-12,701-100%$1.1M———
Alteri Wealth LLC
N/A—12,535-12,535-100%$1.1M———
Keating Financial Advisory Services, Inc.
N/A—12,326-12,326-100%$1.1M———
Prepared Retirement Institute LLC
N/A—12,130-12,130-100%$1.1M———
HighPoint Advisor Group LLC
N/A—12,067-12,067-100%$1.1M———
IFG Advisory, LLC
N/A—12,063-12,063-100%$1.1M———
Astoria Portfolio Advisors Llc.
N/A—12,034-12,034-100%$1.1M———
Calton & Associates, Inc.
N/A—11,841-11,841-100%$1.1M———
Continuum Advisory, LLC
N/A—11,091-11,091-100%$996.5K———
Bramshill Investments, LLC
N/A—11,000-11,000-100%$988.4K———
Rehmann Capital Advisory Group
N/A—10,954-10,954-100%$984.3K———
IEQ Capital, LLC
N/A—10,669-10,669-100%$958.6K———
Sun Financial Inc
N/A—10,432-10,432-100%$1.0M———
EP Wealth Advisors, LLC
N/A—9,886-9,886-100%$888.2K———
World Investment Advisors
N/A—9,799-9,799-100%$731.0K———
Keystone Financial Group
N/A—9,703-9,703-100%$871.8K———
Kickstand Ventures, Llc.
N/A—9,493-9,493-100%$852.9K———
Dakota Wealth Management
N/A—9,346-9,346-100%$839.7K———
Byrne Financial Freedom, LLC
N/A—9,143-9,143-100%$821.5K———
Silver OAK Securities, Incorporated
N/A—9,126-9,126-100%$819.9K———
Medallion Wealth Advisors, LLC
N/A—9,081-9,081-100%$817.6K———
Fortis Advisors, LLC
N/A—9,059-9,059-100%$813.9K———
Capital Analysts, LLC
N/A—8,861-8,861-100%$796.0K———
Quantinno Capital Management LP
N/A—8,709-8,709-100%$782.5K———
Fiduciary Trust Co
N/A—8,456-8,456-100%$759.8K———
Savvy Advisors, Inc.
N/A—8,404-8,404-100%$755.1K———
Caprock Group, LLC
N/A—8,397-8,397-100%$754.5K———
Barnes Wealth Management Group, Inc
N/A—8,202-8,202-100%$737.0K———
Davis R M Inc
N/A—7,965-7,965-100%$715.7K———
Glenmede Trust Co NA
N/A—7,696-7,696-100%$691.5K———
Brown Advisory Inc
N/A—7,649-7,649-100%$687.2K———
Allied Private Wealth LLC
N/A—7,595-7,595-100%$696.2K———
Kintra Wealth, LLC
N/A—7,412-7,412-100%$757.5K———
Symphony Financial Services, Inc.
N/A—7,373-7,373-100%$662.5K———
United Capital Financial Advisors, LLC
N/A—7,215-7,215-100%$648.1K———
Cozad Asset Management Inc
N/A—7,121-7,121-100%$639.8K———
Composition Wealth, LLC
N/A—7,116-7,116-100%$639.4K———
Wealth Management Associates, Inc.
N/A—6,986-6,986-100%$627.7K———
Betterment LLC
N/A—6,966-6,966-100%$626.0K———
Boreal Capital Management LLC
N/A—6,875-6,875-100%$617.7K———
Sequoia Financial Advisors, LLC
N/A—6,811-6,811-100%$612.0K———
Kovack Advisors, Inc.
N/A—6,725-6,725-100%$609.7K———
Compass Capital Corp
N/A—6,714-6,714-100%$676.4K———
Westshore Wealth, LLC
N/A—6,560-6,560-100%$589.4K———
Delta Investment Management, LLC
N/A—6,539-6,539-100%$587.5K———
Glen Eagle Advisors, LLC
N/A—6,491-6,491-100%$583.2K———
Ameritas Investment Partners, Inc.
N/A—6,464-6,464-100%$580.8K———
Northern Trust Corp
N/A—6,419-6,419-100%$576.7K———
Rothschild Investment LLC
N/A—6,359-6,359-100%$571.4K———
Mason & Associates Inc
N/A—6,256-6,256-100%$562.1K———
Resurgent Financial Advisors LLC
N/A—6,210-6,210-100%$558.0K———
Tradition Wealth Management, LLC
N/A—6,165-6,165-100%$553.9K———
Alliancebernstein L.P.
N/A—6,158-6,158-100%$386.0K———
Unconventional Investor, LLC
N/A—6,073-6,073-100%$545.7K———
Johnson Investment Counsel Inc
N/A—5,821-5,821-100%$523.0K———
Tidemark, LLC
N/A—5,723-5,723-100%$514.2K———
Aptus Capital Advisors, LLC
N/A—5,348-5,348-100%$480.5K———
Huntington National Bank
N/A—5,283-5,283-100%$474.7K———
Perennial Investment Advisors, LLC
N/A—5,119-5,119-100%$460.0K———
Banque Cantonale Vaudoise
N/A—5,073-5,073-100%$456.0K———
Maridea Wealth Management LLC
N/A—5,023-5,023-100%$451.3K———
Founders Financial Alliance, LLC
N/A—4,928-4,928-100%$442.8K———
Atlas Wealth LLC
N/A—4,920-4,920-100%$442.1K———
Sharpepoint LLC
N/A—4,556-4,556-100%$409.4K———
Moneta Group Investment Advisors LLC
N/A—4,518-4,518-100%$405.9K———
Ally Invest Advisors Inc.
N/A—4,435-4,435-100%$398.5K———
Pure Financial Advisors, LLC
N/A—4,398-4,398-100%$395.2K———
UBS Asset Management Americas LLC
N/A—4,356-4,356-100%$391.4K———
RWA Wealth Partners, LLC
N/A—4,332-4,332-100%$389.3K———
XTX Topco Ltd
N/A—4,315-4,315-100%$387.7K———
Evelyn Partners Group Ltd
N/A—4,278-4,278-100%$384.4K———
Advyzon Investment Management, LLC
N/A—4,174-4,174-100%$375.0K———
Thoroughbred Financial Services, LLC
N/A—3,878-3,878-100%$348.0K———
Madison Wealth Partners, Inc
N/A—3,875-3,875-100%$348.2K———
W1m Asset Management Ltd
N/A—3,831-3,831-100%$344.0K———
FSB Premier Wealth Management, Inc.
N/A—3,819-3,819-100%$343.2K———
Z3 Capital Partners, LLC
N/A—3,762-3,762-100%$338.0K———
Leigh Baldwin & Co., LLC
N/A—3,687-3,687-100%$331.3K———
Alpine Woods Capital Investors, LLC
N/A—3,600-3,600-100%$323.5K———
Pinnacle Family Advisors, LLC
N/A—3,555-3,555-100%$319.4K———
Fortis Capital Advisors, LLC
N/A—3,539-3,539-100%$318.0K———
ExodusPoint Capital Management, LP
N/A—3,500-3,500-100%$314.5K———
Impact Partnership Wealth, LLC
N/A—3,468-3,468-100%$311.6K———
DRW Securities, LLC
N/A—3,458-3,458-100%$310.7K———
Xcelsior Advisor Partners LLC
N/A—3,427-3,427-100%$307.9K———
Pincus Capital Management, LP
N/A—3,356-3,356-100%$301.5K———
Bulltick Wealth Management, LLC
N/A—3,312-3,312-100%$297.6K———
Gentry Private Wealth, LLC
N/A—3,289-3,289-100%$295.5K———
Plum Street Advisors, LLC
N/A—3,282-3,282-100%$294.9K———
Sonoma Allocations LLC
N/A—3,253-3,253-100%$298.2K———
Maripau Wealth Management LLC
N/A—3,204-3,204-100%$287.8K———
Navis Wealth Advisors, LLC
N/A—3,193-3,193-100%$286.9K———
Viawealth, LLC
N/A—3,185-3,185-100%$286.2K———
Owen LaRue, LLC
N/A—3,113-3,113-100%$279.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—3,105-3,105-100%$279.0K———
Private Capital Management, LLC
N/A—3,100-3,100-100%$278.5K———
Clarendon Private LLC
N/A—3,078-3,078-100%$276.5K———
Chancellor Financial Group WB LP
N/A—3,075-3,075-100%$276.3K———
Van Diest Capital, LLC
N/A—3,072-3,072-100%$276.1K———
Guardian Wealth Advisors, LLC / NC
N/A—3,064-3,064-100%$275.3K———
Exit Wealth Advisors, Llc.
N/A—3,052-3,052-100%$274.2K———
Crux Wealth Advisors
N/A—3,047-3,047-100%$273.8K———
Transcend Capital Advisors, LLC
N/A—3,031-3,031-100%$272.3K———
One Charles Private Wealth Services, LLC
N/A—2,978-2,978-100%$267.6K———
FLC Capital Advisors
N/A—2,950-2,950-100%$265.1K———
Roberts Glore & Co Inc
N/A—2,925-2,925-100%$262.8K———
Nwam LLC
N/A—2,832-2,832-100%$254.4K———
Focus Partners Advisor Solutions, LLC
N/A—2,796-2,796-100%$251.3K———
WNY Asset Management, LLC
N/A—2,779-2,779-100%$249.7K———
Synergy Investment Management, LLC
N/A—2,753-2,753-100%$247.3K———
Bernard Wealth Management Corp.
N/A—2,707-2,707-100%$243.2K———
MWA Asset Management
N/A—2,702-2,702-100%$242.8K———
Marex Group Ltd
N/A—2,695-2,695-100%$242.1K———
Traction Financial Partners, LLC
N/A—2,669-2,669-100%$239.8K———
Yarger Wealth Strategies, LLC
N/A—2,600-2,600-100%$238.8K———
Choate Investment Advisors
N/A—2,513-2,513-100%$225.8K———
Pursue Wealth Partners LLC
N/A—2,500-2,500-100%$224.6K———
WJ Financial Advisors LLC
N/A—2,490-2,490-100%$223.7K———
Prospect Financial Services LLC
N/A—2,485-2,485-100%$223.2K———
Advisors Capital Management, LLC
N/A—2,482-2,482-100%$223.0K———
Ankerstar Wealth, LLC
N/A—2,445-2,445-100%$219.7K———
Birchcreek Wealth Management, LLC
N/A—2,443-2,443-100%$219.5K———
Daiichi Life International Holdings LLC
N/A—2,408-2,408-100%$216.4K———
Stratos Wealth Advisors, LLC
N/A—2,375-2,375-100%$213.5K———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—2,371-2,371-100%$211.3K———
Fortis Capital Management LLC
N/A—2,346-2,346-100%$210.8K———
Brown Brothers Harriman & Co
N/A—2,334-2,334-100%$209.7K———
Stonebridge Financial Group, LLC
N/A—2,322-2,322-100%$208.0K———
Evercore Wealth Management, LLC
N/A—2,318-2,318-100%$208.3K———
Silvercrest Asset Management Group LLC
N/A—2,250-2,250-100%$202.2K———
Magnolia Capital Advisors LLC
N/A—2,243-2,243-100%$201.5K———
Ameriflex Group, Inc.
N/A—2,148-2,148-100%$193.0K———
O'shaughnessy Asset Management, LLC
N/A—2,081-2,081-100%$187.0K———
Front Row Advisors LLC
N/A—2,054-2,054-100%$205.2K———
Greykasell Wealth Strategies, Inc.
N/A—1,884-1,884-100%$169.3K———
Forum Finance Group S.A.
N/A—1,854-1,854-100%$135———
Walsh & Associates, LLC
N/A—1,852-1,852-100%$166.4K———
Burnham & Co LLC
N/A—1,758-1,758-100%$158.0K———
Advisors Preferred, LLC
N/A—1,714-1,714-100%$155.4K———
Benson Wealth Management Inc
N/A—1,714-1,714-100%$154.0K———
Investors Portfolio Services LLC
N/A—1,669-1,669-100%$149.9K———
Anchor Bay Capital, Inc.
N/A—1,500-1,500-100%$150.9K———
Kerr Financial Planning Corp
N/A—1,353-1,353-100%$121.5K———
Smithfield Trust Co
N/A—1,275-1,275-100%$115.0K———
New England Asset Management Inc
N/A—1,150-1,150-100%$103.3K———
Bessemer Group Inc
N/A—1,133-1,133-100%$102.0K———
Franklin Resources Inc
N/A—1,002-1,002-100%$90.0K———
Smartleaf Asset Management LLC
N/A—950-950-100%$84.1K———
Providence Capital Advisors, LLC
N/A—885-885-100%$79.5K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—876-876-100%$78.7K———
BOK Financial Private Wealth, Inc.
N/A—830-830-100%$74.6K———
Allianz SE
N/A—797-797-100%$71.6K———
N.E.W. Advisory Services LLC
N/A—743-743-100%$66.8K———
Tower Research Capital LLC (TRC)
N/A—735-735-100%$66.0K———
Ancora Advisors LLCA
N/A—621-621-100%$55.8K———
Whittier Trust Co
N/A—600-600-100%$55.7K———
Steigerwald, Gordon & Koch Inc.
N/A—579-579-100%$52.0K———
Fiduciary Financial Advisors
N/A—574-574-100%$51.5K———
Strategic Wealth Partners, Ltd.
N/A—560-560-100%$50.3K———
Crews Bank & Trust
N/A—555-555-100%$49.9K———
Wellington-Altus USA Inc.
N/A—535-535-100%$33.5K———
JDM Financial Group LLC
N/A—531-531-100%$47.7K———
Avalon Trust Co
N/A—475-475-100%$42.7K———
Godfrey Financial Associates, Inc.
N/A—465-465-100%$41.8K———
Edmond de Rothschild Holding S.A.
N/A—451-451-100%$40.5K———
Bogart Wealth, LLC
N/A—431-431-100%$38.7K———
Strategic Investment Solutions, Inc.
N/A—350-350-100%$31.4K———
Truvestments Capital LLC
N/A—335-335-100%$30.1K———
Howe & Rusling Inc
N/A—295-295-100%$26.5K———
Raffa Wealth Management, LLC
N/A—271-271-100%$24.3K———
Colonial Trust Advisors
N/A—245-245-100%$22.0K———
Financial Gravity Companies, Inc.
N/A—222-222-100%$19.9K———
PIN OAK Investment Advisors Inc
N/A—206-206-100%$19———
Marshall Investment Management, LLC
N/A—184-184-100%$16.5K———
Imprint Wealth LLC
N/A—176-176-100%$15.8K———
HighMark Wealth Management LLC
N/A—138-138-100%$12.4K———
Glassman Wealth Services
N/A—137-137-100%$12.3K———
Kilter Group LLC
N/A—137-137-100%$12.3K———
Kayne Anderson Rudnick Investment Management LLC
N/A—125-125-100%$11.2K———
FAS Wealth Partners, Inc.
N/A—105-105-100%$9.4K———
Copia Wealth Management
N/A—100-100-100%$9.0K———
Fourth Dimension Wealth, LLC
N/A—100-100-100%$9.0K———
Vision Retirement, LLC
N/A—92-92-100%$8.3K———
Hollencrest Capital Management
N/A—88-88-100%$7.9K———
Hantz Financial Services, Inc.
N/A—76-76-100%$7———
Morse Asset Management, Inc
N/A—75-75-100%$6.7K———
Colonial Trust Co / SC
N/A—66-66-100%$5.9K———
WealthCollab, LLC
N/A—49-49-100%$4.4K———
Strive Financial Group,LLC
N/A—47-47-100%$4.2K———
HM Payson & Co
N/A—40-40-100%$3.6K———
Caitlin John, LLC
N/A—34-34-100%$3.1K———
1 North Wealth Services LLC
N/A—27-27-100%$2.4K———
Heritage Wealth Advisors
N/A—26-26-100%$2.4K———
Top Private Wealth Llc.
N/A—25-25-100%$2.2K———
Ogorek Anthony Joseph
N/A—00—$0———
Showing 941 of 941 institutions