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First Trst Nasd CL EDG Sgiif (GRID)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares2,989,381 from 2,679,859
Change+309,522 (+12%)
Value$529.4M (+$15.6M)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares450,810 from 393,151
Change+57,659 (+15%)
Value$79.8M (+$4.5M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares369,581 from 316,289
Change+53,292 (+17%)
Value$65.5M (+$4.8M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares268,267 from 216,629
Change+51,638 (+24%)
Value$47.5M (+$6.0M)
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares257,335 from 249,265
Change+8,070 (+3%)
Value$45.6M (-$2.2M)
Filed 2026-10-15
Perigon Wealth Management, LLC
INCREASED
Shares253,753 from 238,510
Change+15,243 (+6%)
Value$44.9M (-$792.1K)
Filed 2026-10-22
Traphagen Investment Advisors LLC
DECREASED
Shares251,434 from 270,550
Change-19,116 (-7%)
Value$44.5M (-$7.3M)
Filed 2026-10-14
Meitav Investment House LTD
UNCHANGED
Shares234,602 from 234,602
Change0 (0%)
Value$41.6M (-$3.4M)
Filed 2026-10-28
Arlington Financial Advisors, LLC
INCREASED
Shares215,906 from 206,718
Change+9,188 (+4%)
Value$38.2M (-$1.4M)
Filed 2026-10-19
Citigroup Inc
INCREASED
Shares211,900 from 192,399
Change+19,501 (+10%)
Value$37.5M (+$637.0K)
Filed 2026-11-04
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
UNCHANGED
Shares198,000 from 198,000
Change0 (0%)
Value$35.1M (-$2.9M)
Filed 2026-10-29
Ayalon Insurance Comp Ltd.
NEW
Shares161,110
Change+161,110
Value$28.5M
Filed 2026-10-08
Aprio Wealth Management, LLC
INCREASED
Shares149,482 from 139,438
Change+10,044 (+7%)
Value$26.5M (-$262.4K)
Filed 2026-10-28
MacKenzie Financial Corp
INCREASED
Shares138,100 from 101,900
Change+36,200 (+36%)
Value$24.5M (+$4.9M)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares116,568 from 109,563
Change+7,005 (+6%)
Value$20.6M (-$363.4K)
Filed 2026-10-30
Legacy Edge Advisors, LLC
DECREASED
Shares92,961 from 94,818
Change-1,857 (-2%)
Value$16.5M (-$1.7M)
Filed 2026-11-06
McKinley Carter Wealth Services, Inc.
DECREASED
Shares84,381 from 85,108
Change-727 (-1%)
Value$14.9M (-$1.4M)
Filed 2026-10-16
Element Pointe Advisors, LLC
NEW
Shares82,078
Change+82,078
Value$14.5M
Filed 2026-10-21
Prime Capital Investment Advisors, LLC
INCREASED
Shares80,781 from 75,474
Change+5,307 (+7%)
Value$14.3M (-$164.9K)
Filed 2026-10-20
Assetmark, Inc
INCREASED
Shares80,190 from 67,171
Change+13,019 (+19%)
Value$14.2M (+$1.3M)
Filed 2026-10-21
Agur Provident & Training Funds Management LTD
UNCHANGED
Shares75,140 from 75,140
Change0 (0%)
Value$133.1K (-$1.2M)
Filed 2026-11-02
Wespac Advisors SoCal, LLC
INCREASED
Shares75,086 from 70,308
Change+4,778 (+7%)
Value$13.3M (-$183.0K)
Filed 2026-10-13
Prospera Financial Services Inc
INCREASED
Shares71,496 from 46,312
Change+25,184 (+54%)
Value$11.8M (+$2.9M)
Filed 2026-11-04
D.A. Davidson & Co.
INCREASED
Shares70,082 from 63,610
Change+6,472 (+10%)
Value$12.4M (+$215.1K)
Filed 2026-10-28
Searcy Financial Services Inc
INCREASED
Shares69,851 from 68,051
Change+1,800 (+3%)
Value$12.4M (-$677.5K)
Filed 2026-10-07
Crumly & Associates Inc.
INCREASED
Shares69,834 from 58,095
Change+11,739 (+20%)
Value$12.4M (+$1.2M)
Filed 2026-10-07
Hobart Private Capital, LLC
INCREASED
Shares66,716 from 65,232
Change+1,484 (+2%)
Value$11.8M (-$692.2K)
Filed 2026-10-19
First Heartland Consultants, Inc.
DECREASED
Shares64,783 from 72,417
Change-7,634 (-11%)
Value$11.5M (-$2.4M)
Filed 2026-10-08
Csenge Advisory Group
INCREASED
Shares64,109 from 37,674
Change+26,435 (+70%)
Value$11.4M (+$4.1M)
Filed 2026-11-04
Park Avenue Securities LLC
INCREASED
Shares59,709 from 54,576
Change+5,133 (+9%)
Value$10.6M (+$110.0K)
Filed 2026-10-26
Richard P Slaughter Associates Inc
INCREASED
Shares59,337 from 47,603
Change+11,734 (+25%)
Value$10.5M (+$1.4M)
Filed 2026-10-13
Almanack Investment Partners, Llc.
DECREASED
Shares58,999 from 70,876
Change-11,877 (-17%)
Value$10.4M (-$3.1M)
Filed 2026-11-03
Wealthcare Advisory Partners LLC
INCREASED
Shares58,180 from 49,996
Change+8,184 (+16%)
Value$10.3M (+$717.4K)
Filed 2026-10-21
Concurrent Investment Advisors, LLC
INCREASED
Shares57,318 from 44,692
Change+12,626 (+28%)
Value$10.2M (+$1.6M)
Filed 2026-10-16
Thryve Wealth Management LLC
INCREASED
Shares56,381 from 55,589
Change+792 (+1%)
Value$10.0M (-$673.6K)
Filed 2026-10-09
Fiduciary Alliance LLC
DECREASED
Shares55,238 from 59,089
Change-3,851 (-7%)
Value$9.8M (-$1.5M)
Filed 2026-10-13
Ameliora Wealth Management Ltd.
INCREASED
Shares55,100 from 53,168
Change+1,932 (+4%)
Value$9.8M (-$436.2K)
Filed 2026-10-23
Exchange Traded Concepts, LLC
DECREASED
Shares54,783 from 60,455
Change-5,672 (-9%)
Value$9.7M (-$1.9M)
Filed 2026-10-28
Clearwater Capital Advisors, LLC
INCREASED
Shares52,663 from 4,059
Change+48,604 (+1197%)
Value$9.3M (+$8.5M)
Filed 2026-11-06
Pecaut & Co.
INCREASED
Shares50,186 from 49,362
Change+824 (+2%)
Value$8.9M (-$576.7K)
Filed 2026-10-27
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares48,303 from 47,039
Change+1,264 (+3%)
Value$8.6M (-$464.8K)
Filed 2026-10-16
Kestra Private Wealth Services, LLC
INCREASED
Shares47,047 from 43,995
Change+3,052 (+7%)
Value$8.3M (-$103.4K)
Filed 2026-11-06
Avaii Wealth Management, LLC
NEW
Shares46,989
Change+46,989
Value$8.6M
Filed 2026-10-09
HMS Capital Management, LLC
INCREASED
Shares44,574 from 39,884
Change+4,690 (+12%)
Value$7.9M (+$246.9K)
Filed 2026-10-20
Thrivent Financial for Lutherans
INCREASED
Shares44,509 from 38,923
Change+5,586 (+14%)
Value$7.6M (+$165.3K)
Filed 2026-11-05
Kingswood Wealth Advisors, LLC
DECREASED
Shares41,997 from 44,708
Change-2,711 (-6%)
Value$7.4M (-$1.1M)
Filed 2026-10-23
WealthBridge Capital Management, LLC
INCREASED
Shares41,127 from 40,975
Change+152 (+0%)
Value$7.3M (-$573.0K)
Filed 2026-10-16
Bank of New York Mellon Corp
DECREASED
Shares41,014 from 42,308
Change-1,294 (-3%)
Value$7.3M (-$848.6K)
Filed 2026-11-05
Mesirow Financial Investment Management, Inc.
INCREASED
Shares38,567 from 25,991
Change+12,576 (+48%)
Value$6.8M (+$1.8M)
Filed 2026-11-05
Oppenheimer & Co Inc
DECREASED
Shares38,481 from 43,174
Change-4,693 (-11%)
Value$6.8M (-$1.5M)
Filed 2026-10-26
Merit Financial Group, LLC
INCREASED
Shares37,936 from 27,953
Change+9,983 (+36%)
Value$6.7M (+$1.4M)
Filed 2026-11-06
Independent Financial Group, LLC
INCREASED
Shares35,408 from 31,347
Change+4,061 (+13%)
Value$6.3M (+$260.4K)
Filed 2026-10-13
Manchester Financial Inc
DECREASED
Shares35,184 from 36,132
Change-948 (-3%)
Value$6.2M (-$696.9K)
Filed 2026-10-15
Avior Wealth Management, LLC
INCREASED
Shares34,473 from 22,676
Change+11,797 (+52%)
Value$6.1M (+$1.8M)
Filed 2026-10-13
WPG Advisers, LLC
DECREASED
Shares33,965 from 34,005
Change-40 (0%)
Value$6.0M (-$505.0K)
Filed 2026-10-27
Wedbush Securities Inc
INCREASED
Shares33,285 from 30,846
Change+2,439 (+8%)
Value$5.9M (-$20.0K)
Filed 2026-10-22
Able Financial Group, LLC
INCREASED
Shares32,791 from 31,541
Change+1,250 (+4%)
Value$5.8M (-$240.4K)
Filed 2026-10-14
Redhawk Wealth Advisors, Inc.
INCREASED
Shares32,633 from 28,762
Change+3,871 (+13%)
Value$5.8M (+$264.5K)
Filed 2026-10-14
International Assets Investment Management, LLC
INCREASED
Shares32,239 from 31,002
Change+1,237 (+4%)
Value$5.8M (-$39.5K)
Filed 2026-11-02
Sigma Planning Corp
INCREASED
Shares32,180 from 27,664
Change+4,516 (+16%)
Value$5.7M (+$385.9K)
Filed 2026-10-23
Southern Capital Services Inc
INCREASED
Shares32,163 from 29,720
Change+2,443 (+8%)
Value$5.7M (-$2.5K)
Filed 2026-10-19
Biltmore Family Office, LLC
INCREASED
Shares31,841 from 11,655
Change+20,186 (+173%)
Value$5.6M (+$3.4M)
Filed 2026-11-03
RFG Advisory, LLC
INCREASED
Shares31,599 from 21,890
Change+9,709 (+44%)
Value$5.6M (+$1.4M)
Filed 2026-11-03
VVR Holdings LLC
INCREASED
Shares31,045 from 20,188
Change+10,857 (+54%)
Value$5.5M (+$1.6M)
Filed 2026-10-19
Tcfg Investment Advisors, LLC
INCREASED
Shares29,689 from 27,410
Change+2,279 (+8%)
Value$5.3M (+$2.3K)
Filed 2026-10-20
Ferguson Shapiro LLC
DECREASED
Shares29,680 from 35,150
Change-5,470 (-16%)
Value$5.3M (-$1.5M)
Filed 2026-10-16
Eagle Strategies LLC
DECREASED
Shares29,439 from 29,445
Change-6 (0%)
Value$5.2M (-$432.0K)
Filed 2026-10-16
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED
Shares29,156 from 26,858
Change+2,298 (+9%)
Value$5.2M (+$13.8K)
Filed 2026-10-15
StoneX Group Inc.
INCREASED
Shares28,022 from 22,404
Change+5,618 (+25%)
Value$5.0M (+$667.0K)
Filed 2026-11-03
BIP Wealth, LLC
INCREASED
Shares26,846 from 24,847
Change+1,999 (+8%)
Value$4.8M (-$9.7K)
Filed 2026-10-22
Arch Global Advisors, LLC
INCREASED
Shares26,281 from 24,504
Change+1,777 (+7%)
Value$4.7M (-$44.0K)
Filed 2026-10-23
J.W. Cole Advisors, Inc.
INCREASED
Shares25,779 from 23,827
Change+1,952 (+8%)
Value$4.6M (-$3.1K)
Filed 2026-11-05
MGO One Seven LLC
INCREASED
Shares25,518 from 24,816
Change+702 (+3%)
Value$4.5M (-$239.1K)
Filed 2026-10-28
Hedeker Wealth, LLC
INCREASED
Shares25,445 from 23,874
Change+1,571 (+7%)
Value$4.5M (-$71.3K)
Filed 2026-10-23
Clear Creek Financial Management, LLC
DECREASED
Shares24,800 from 39,489
Change-14,689 (-37%)
Value$4.4M (-$3.2M)
Filed 2026-10-28
Ethic Inc.
NEW
Shares23,926
Change+23,926
Value$4.2M
Filed 2026-11-03
WealthCare Investment Partners, LLC
INCREASED
Shares23,546 from 19,290
Change+4,256 (+22%)
Value$4.2M (+$471.3K)
Filed 2026-11-05
Gaddis Premier Wealth Advisors LLC
DECREASED
Shares22,772 from 32,422
Change-9,650 (-30%)
Value$4.0M (-$2.2M)
Filed 2026-10-29
Spire Wealth Management
INCREASED
Shares22,740 from 17,553
Change+5,187 (+30%)
Value$4.0M (+$661.6K)
Filed 2026-10-30
Journey Beyond Wealth, LLC
INCREASED
Shares21,544 from 16,651
Change+4,893 (+29%)
Value$3.8M (+$622.8K)
Filed 2026-11-04
William John Sempolinski
INCREASED
Shares20,260 from 19,425
Change+835 (+4%)
Value$3.6M (-$136.5K)
Filed 2026-10-20
Triad Wealth Partners, LLC
INCREASED
Shares19,703 from 18,142
Change+1,561 (+9%)
Value$3.5M (+$187.4K)
Filed 2026-10-26
Cornerstone Wealth Management, LLC
INCREASED
Shares19,358 from 19,069
Change+289 (+2%)
Value$3.4M (-$228.1K)
Filed 2026-11-04
Parallel Advisors, LLC
INCREASED
Shares18,586 from 17,181
Change+1,405 (+8%)
Value$3.3M (-$2.8K)
Filed 2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED
Shares18,569 from 15,537
Change+3,032 (+20%)
Value$3.3M (+$309.4K)
Filed 2026-10-13
Signal Advisors Wealth, LLC
INCREASED
Shares18,564 from 15,602
Change+2,962 (+19%)
Value$3.3M (+$296.2K)
Filed 2026-10-13
HBW Advisory Services LLC
DECREASED
Shares18,218 from 37,812
Change-19,594 (-52%)
Value$3.2M (-$4.0M)
Filed 2026-10-15
American Institute for Advanced Investment Management, LLP
INCREASED
Shares17,810 from 17,675
Change+135 (+1%)
Value$2.3M (-$180.0K)
Filed 2026-11-03
Sage Advisory Services, Ltd.Co.
DECREASED
Shares17,703 from 18,848
Change-1,145 (-6%)
Value$3.1M (-$479.0K)
Filed 2026-10-29
Triumph Capital Management
INCREASED
Shares17,592 from 16,723
Change+869 (+5%)
Value$3.1M (-$90.9K)
Filed 2026-10-14
Daymark Wealth Partners, LLC
DECREASED
Shares17,231 from 18,262
Change-1,031 (-6%)
Value$3.1M (-$450.0K)
Filed 2026-11-04
Arvest Investments, Inc.
INCREASED
Shares16,986 from 14,830
Change+2,156 (+15%)
Value$3.0M (+$164.7K)
Filed 2026-10-21
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares16,607 from 15,641
Change+966 (+6%)
Value$2.9M (-$57.9K)
Filed 2026-10-09
Moors & Cabot, Inc.
INCREASED
Shares16,120 from 14,006
Change+2,114 (+15%)
Value$2.9M (+$169.4K)
Filed 2026-11-06
Integrity Investment Advisors, LLC
INCREASED
Shares16,066 from 14,441
Change+1,625 (+11%)
Value$2.8M (+$76.4K)
Filed 2026-11-03
Walkner Condon Financial Advisors LLC
INCREASED
Shares15,536 from 11,859
Change+3,677 (+31%)
Value$2.8M (+$477.7K)
Filed 2026-11-02
Capital Wealth Alliance, LLC
NEW
Shares15,288
Change+15,288
Value$2.7M
Filed 2026-10-20
Corrado Advisors, LLC
INCREASED
Shares14,739 from 14,220
Change+519 (+4%)
Value$2.6M (-$116.2K)
Filed 2026-10-27
VestGen Advisors, LLC
INCREASED
Shares14,734 from 14,017
Change+717 (+5%)
Value$2.6M (-$78.2K)
Filed 2026-10-27
Fifth Third Bancorp
INCREASED
Shares14,581 from 12,569
Change+2,012 (+16%)
Value$2.6M (+$172.4K)
Filed 2026-11-05
Simplicity Wealth,LLC
INCREASED
Shares14,565 from 4,472
Change+10,093 (+226%)
Value$2.6M (+$1.7M)
Filed 2026-10-23
Visionary Wealth Advisors
DECREASED
Shares14,538 from 16,000
Change-1,462 (-9%)
Value$2.6M (-$493.2K)
Filed 2026-11-04
Golden State Wealth Management, LLC
DECREASED
Shares14,526 from 20,353
Change-5,827 (-29%)
Value$2.6M (-$1.3M)
Filed 2026-11-02
Sage Capital Management, LLC
INCREASED
Shares14,519 from 14,505
Change+14 (+0%)
Value$2.6M (-$210.5K)
Filed 2026-10-20
Kraematon Investment Advisors, Inc
INCREASED
Shares14,436 from 14,323
Change+113 (+1%)
Value$2.6M (-$189.6K)
Filed 2026-11-02
Apollon Wealth Management, LLC
INCREASED
Shares14,013 from 13,468
Change+545 (+4%)
Value$2.5M (-$100.8K)
Filed 2026-10-23
Pekin Hardy Strauss, Inc.
INCREASED
Shares13,983 from 11,871
Change+2,112 (+18%)
Value$2.5M (+$200.1K)
Filed 2026-11-02
Fire Capital Management LLC
INCREASED
Shares13,828 from 10,010
Change+3,818 (+38%)
Value$2.4M (+$529.7K)
Filed 2026-10-27
Nations Financial Group Inc,
INCREASED
Shares13,356 from 12,579
Change+777 (+6%)
Value$2.4M (-$46.6K)
Filed 2026-11-05
IFP Advisors, Inc
DECREASED
Shares13,312 from 13,359
Change-47 (0%)
Value$2.4M (-$203.9K)
Filed 2026-10-16
Moran Wealth Management, LLC
INCREASED
Shares12,881 from 12,009
Change+872 (+7%)
Value$2.3M (-$21.4K)
Filed 2026-10-22
Montis Financial, LLC
DECREASED
Shares12,354 from 12,768
Change-414 (-3%)
Value$2.2M (-$260.2K)
Filed 2026-11-04
Stonebridge Financial Planning Group, LLC
INCREASED
Shares12,033 from 10,294
Change+1,739 (+17%)
Value$2.1M (+$157.3K)
Filed 2026-11-06
TradeWell Securities, Llc.
INCREASED
Shares12,022 from 9,616
Change+2,406 (+25%)
Value$2.1M (+$285.3K)
Filed 2026-10-21
Cambridge Advisors Inc.
INCREASED
Shares11,102 from 10,785
Change+317 (+3%)
Value$2.0M (-$101.7K)
Filed 2026-10-19
James T. Borello RIA
UNCHANGED
Shares11,039 from 11,039
Change0 (0%)
Value$2.0M (-$161.6K)
Filed 2026-10-16
Waycross Investment Management Co
DECREASED
Shares10,929 from 39,455
Change-28,526 (-72%)
Value$1.9M (-$5.6M)
Filed 2026-10-14
Stegent Equity Advisors, Inc.
DECREASED
Shares10,584 from 13,081
Change-2,497 (-19%)
Value$1.9M (-$633.8K)
Filed 2026-10-13
Prosperity Financial Group, Inc.
INCREASED
Shares10,572 from 9,111
Change+1,461 (+16%)
Value$1.9M (+$125.3K)
Filed 2026-10-29
Cottage Street Advisors LLC
INCREASED
Shares10,551 from 7,989
Change+2,562 (+32%)
Value$1.9M (+$336.8K)
Filed 2026-10-19
ARS Investment Partners, LLC
INCREASED
Shares10,533 from 9,969
Change+564 (+6%)
Value$1.9M (-$46.2K)
Filed 2026-11-05
Quantum Private Wealth, LLC
INCREASED
Shares10,191 from 9,588
Change+603 (+6%)
Value$1.8M (-$33.6K)
Filed 2026-10-20
Ashton Thomas Private Wealth, LLC
DECREASED
Shares10,181 from 10,282
Change-101 (-1%)
Value$1.8M (-$168.3K)
Filed 2026-11-03
Flagship Harbor Advisors, LLC
INCREASED
Shares10,089 from 9,252
Change+837 (+9%)
Value$1.8M (+$12.8K)
Filed 2026-10-26
BOS Asset Management, LLC
DECREASED
Shares9,989 from 10,296
Change-307 (-3%)
Value$1.8M (-$205.1K)
Filed 2026-10-09
Signature Equity Partners, LLC
INCREASED
Shares9,885 from 7,637
Change+2,248 (+29%)
Value$1.8M (+$286.3K)
Filed 2026-10-29
Sovran Advisors, LLC
INCREASED
Shares9,837 from 7,931
Change+1,906 (+24%)
Value$1.7M (+$307.5K)
Filed 2026-11-02
United Advisor Group, LLC
INCREASED
Shares9,232 from 8,283
Change+949 (+11%)
Value$1.6M (+$46.8K)
Filed 2026-11-03
Level Four Advisory Services, LLC
INCREASED
Shares9,214 from 8,767
Change+447 (+5%)
Value$1.6M (-$49.2K)
Filed 2026-11-06
Curran Financial Partners, LLC
NEW
Shares9,043
Change+9,043
Value$1.6M
Filed 2026-11-04
Addison Advisors LLC
INCREASED
Shares8,811 from 7,540
Change+1,271 (+17%)
Value$1.6M (+$114.7K)
Filed 2026-11-06
Money Concepts Capital Corp
INCREASED
Shares8,751 from 2,047
Change+6,704 (+328%)
Value$1.5M (+$1.2M)
Filed 2026-11-06
Capital CS Group, LLC
DECREASED
Shares8,533 from 9,489
Change-956 (-10%)
Value$1.5M (-$308.3K)
Filed 2026-10-29
Acropolis Investment Management, LLC
DECREASED
Shares8,214 from 9,587
Change-1,373 (-14%)
Value$1.5M (-$383.5K)
Filed 2026-10-08
PKS Advisory Services, LLC
UNCHANGED
Shares8,193 from 8,193
Change0 (0%)
Value$1.6M ($0)
Filed 2026-10-26
Heritage OAK Wealth Advisors LLC
INCREASED
Shares8,125 from 7,614
Change+511 (+7%)
Value$1.4M (-$21.0K)
Filed 2026-10-14
Titleist Asset Management, LLC
DECREASED
Shares7,909 from 7,972
Change-63 (-1%)
Value$1.4M (-$127.7K)
Filed 2026-10-08
Creative Planning
INCREASED
Shares7,781 from 6,973
Change+808 (+12%)
Value$1.4M (+$40.9K)
Filed 2026-11-02
Reap Financial Group, LLC
DECREASED
Shares7,604 from 7,615
Change-11 (0%)
Value$1.3M (-$113.4K)
Filed 2026-11-02
Meixler Investment Management, Ltd.
DECREASED
Shares7,516 from 8,302
Change-786 (-9%)
Value$1.3M (-$260.8K)
Filed 2026-11-03
FDx Advisors, Inc.
DECREASED
Shares7,185 from 7,542
Change-357 (-5%)
Value$1.3M (-$173.0K)
Filed 2026-11-05
Bright Futures Wealth Management, Llc.
DECREASED
Shares7,073 from 7,560
Change-487 (-6%)
Value$1.3M (-$197.1K)
Filed 2026-10-23
CPR Investments Inc.
INCREASED
Shares6,968 from 4,300
Change+2,668 (+62%)
Value$1.2M (+$409.6K)
Filed 2026-10-26
Flagstar Securities, Inc
INCREASED
Shares6,823 from 6,454
Change+369 (+6%)
Value$1.2M (-$29.4K)
Filed 2026-10-15
Focus Financial Network, Inc.
INCREASED
Shares6,796 from 4,919
Change+1,877 (+38%)
Value$1.2M (+$260.4K)
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares6,708 from 8,866
Change-2,158 (-24%)
Value$1.2M (-$442.8K)
Filed 2026-10-13
Farther Finance Advisors, LLC
DECREASED
Shares6,691 from 7,115
Change-424 (-6%)
Value$1.2M (-$179.2K)
Filed 2026-10-08
Integrity Alliance, Llc.
DECREASED
Shares6,658 from 7,734
Change-1,076 (-14%)
Value$1.2M (-$303.7K)
Filed 2026-10-29
Smith Asset Management Co., LLC
INCREASED
Shares6,490 from 4,654
Change+1,836 (+39%)
Value$1.1M (+$257.1K)
Filed 2026-10-16
Elevate Capital Advisors, LLC
INCREASED
Shares6,219 from 3,443
Change+2,776 (+81%)
Value$1.1M (+$441.2K)
Filed 2026-11-02
Carlson Financial, Inc.
INCREASED
Shares6,213 from 5,953
Change+260 (+4%)
Value$1.1M (-$44.0K)
Filed 2026-11-05
Tandem Capital Management Corp
INCREASED
Shares5,915 from 5,905
Change+10 (+0%)
Value$1.0M (-$84.7K)
Filed 2026-10-22
Herbst Group, LLC
NEW
Shares5,855
Change+5,855
Value$1.0M
Filed 2026-10-20
Cornerstone Planning Group LLC
INCREASED
Shares5,842 from 5,738
Change+104 (+2%)
Value$1.1M (+$21.2K)
Filed 2026-10-16
Sound Financial Strategies Group, LLC
DECREASED
Shares5,832 from 6,164
Change-332 (-5%)
Value$1.0M (-$149.0K)
Filed 2026-10-30
First Growth Capital LLC
INCREASED
Shares5,757 from 5,625
Change+132 (+2%)
Value$1.0M (-$58.9K)
Filed 2026-10-15
Capital Investment Advisory Services, LLC
INCREASED
Shares5,623 from 4,614
Change+1,009 (+22%)
Value$996.1K (+$111.4K)
Filed 2026-10-30
CoreCap Advisors, LLC
INCREASED
Shares5,500 from 4,350
Change+1,150 (+26%)
Value$974.1K (+$140.0K)
Filed 2026-10-08
Unique Wealth, LLC
INCREASED
Shares5,499 from 5,194
Change+305 (+6%)
Value$973.9K (-$22.0K)
Filed 2026-10-16
Global Assets Advisory, LLC
INCREASED
Shares5,486 from 5,132
Change+354 (+7%)
Value$1.0M (+$35.8K)
Filed 2026-10-28
Asset One Wealth Management LLC
INCREASED
Shares5,417 from 5,092
Change+325 (+6%)
Value$959.5K (+$29.5K)
Filed 2026-11-02
Uniting Wealth Partners, LLC
DECREASED
Shares5,392 from 6,206
Change-814 (-13%)
Value$955.0K (-$235.0K)
Filed 2026-11-06
OAK Family Advisors, LLC
DECREASED
Shares5,382 from 13,597
Change-8,215 (-60%)
Value$953.2K (-$1.7M)
Filed 2026-10-19
Vontobel Holding Ltd.
INCREASED
Shares5,345 from 3,913
Change+1,432 (+37%)
Value$946.7K (+$196.3K)
Filed 2026-10-16
Outlook Wealth Advisors, LLC
INCREASED
Shares5,225 from 5,111
Change+114 (+2%)
Value$925.5K (-$54.6K)
Filed 2026-10-28
Arwa LLC
INCREASED
Shares5,193 from 3,577
Change+1,616 (+45%)
Value$930.9K (+$295.4K)
Filed 2026-10-21
Wealthcare Capital Partners, LLC
INCREASED
Shares5,107 from 5,092
Change+15 (+0%)
Value$904.4K (-$72.0K)
Filed 2026-10-21
Cullen T Bankers, Inc.
NEW
Shares5,049
Change+5,049
Value$894.2K
Filed 2026-10-28
Koshinski Asset Management, Inc.
INCREASED
Shares5,047 from 4,570
Change+477 (+10%)
Value$893.8K (+$17.6K)
Filed 2026-10-29
Equitable Trust Co
UNCHANGED
Shares4,939 from 4,939
Change0 (0%)
Value$874.7K (-$72.3K)
Filed 2026-10-13
Quad-Cities Investment Group, LLC
INCREASED
Shares4,824 from 4,682
Change+142 (+3%)
Value$854.4K (-$43.3K)
Filed 2026-10-16
Indivisible Partners
INCREASED
Shares4,722 from 1,928
Change+2,794 (+145%)
Value$836.3K (+$466.6K)
Filed 2026-10-26
Global View Capital Management LLC
INCREASED
Shares4,663 from 4,249
Change+414 (+10%)
Value$825.9K (+$11.1K)
Filed 2026-10-28
McKinney Capital Management, LLC
INCREASED
Shares4,647 from 4,478
Change+169 (+4%)
Value$823.0K (-$35.6K)
Filed 2026-11-06
Intrua Financial, LLC
DECREASED
Shares4,604 from 7,787
Change-3,183 (-41%)
Value$815.5K (-$677.6K)
Filed 2026-10-28
Davenport & Co LLC
INCREASED
Shares4,601 from 4,334
Change+267 (+6%)
Value$814.9K (-$16.1K)
Filed 2026-10-14
Dynamic Advisor Solutions LLC
INCREASED
Shares4,576 from 4,236
Change+340 (+8%)
Value$810.5K (-$1.7K)
Filed 2026-10-13
Sowell Financial Services LLC
INCREASED
Shares4,467 from 4,244
Change+223 (+5%)
Value$791.1K (-$22.8K)
Filed 2026-10-23
Solutions 4 Wealth, Ltd
DECREASED
Shares4,431 from 4,443
Change-12 (0%)
Value$784.8K (-$67.1K)
Filed 2026-11-03
KFG Wealth Management, LLC
INCREASED
Shares4,384 from 4,019
Change+365 (+9%)
Value$776.5K (+$5.9K)
Filed 2026-10-16
Arkansas Financial Group, Inc.
INCREASED
Shares4,222 from 4,105
Change+117 (+3%)
Value$747.8K (-$39.4K)
Filed 2026-10-26
GK Wealth Management LLC
DECREASED
Shares4,196 from 5,263
Change-1,067 (-20%)
Value$743.1K (-$266.1K)
Filed 2026-10-09
Balboa Wealth Partners
DECREASED
Shares4,161 from 4,539
Change-378 (-8%)
Value$737.0K (-$133.4K)
Filed 2026-10-20
Apollon Financial, LLC
INCREASED
Shares4,125 from 3,249
Change+876 (+27%)
Value$730.5K (+$107.5K)
Filed 2026-10-23
Legacy Capital Wealth Partners, LLC
UNCHANGED
Shares4,109 from 4,109
Change0 (0%)
Value$727.7K (-$60.2K)
Filed 2026-10-21
Hunter Associates Investment Management LLC
INCREASED
Shares4,101 from 2,608
Change+1,493 (+57%)
Value$728.0K (+$225.0K)
Filed 2026-10-26
Insight Advisors, LLC/ PA
DECREASED
Shares4,003 from 4,091
Change-88 (-2%)
Value$709.0K (-$75.4K)
Filed 2026-10-22
Purus Wealth Management, LLC
INCREASED
Shares3,986 from 3,344
Change+642 (+19%)
Value$706.0K (+$64.8K)
Filed 2026-10-15
Onyx Bridge Wealth Group LLC
INCREASED
Shares3,899 from 3,182
Change+717 (+23%)
Value$690.5K (+$80.3K)
Filed 2026-10-16
Ignite Planners, LLC
INCREASED
Shares3,860 from 3,591
Change+269 (+7%)
Value$683.7K (-$4.9K)
Filed 2026-10-14
Brookstone Capital Management
INCREASED
Shares3,808 from 2,463
Change+1,345 (+55%)
Value$674.5K (+$202.2K)
Filed 2026-10-22
Summit Wealth Group LLC / Co
DECREASED
Shares3,808 from 3,818
Change-10 (0%)
Value$674.5K (-$57.6K)
Filed 2026-10-29
Catalyst Investment Management LLC
NEW
Shares3,807
Change+3,807
Value$674.2K
Filed 2026-10-21
Columbus Macro, LLC
DECREASED
Shares3,788 from 4,207
Change-419 (-10%)
Value$670.9K (-$135.8K)
Filed 2026-10-14
Grantvest Financial Group LLC
INCREASED
Shares3,750 from 2,787
Change+963 (+35%)
Value$664.2K (+$129.7K)
Filed 2026-10-21
Capital Square, LLC
DECREASED
Shares3,697 from 4,407
Change-710 (-16%)
Value$654.9K (-$159.8K)
Filed 2026-10-19
KCM Investment Advisors LLC
INCREASED
Shares3,678 from 3,551
Change+127 (+4%)
Value$651.4K (-$29.5K)
Filed 2026-10-27
Revisor Wealth Management LLC
INCREASED
Shares3,639 from 3,028
Change+611 (+20%)
Value$631.2K (+$50.7K)
Filed 2026-10-20
180 Wealth Advisors, LLC
INCREASED
Shares3,627 from 3,216
Change+411 (+13%)
Value$642.3K (+$25.7K)
Filed 2026-11-03
Kraft, Davis & Associates, LLC
INCREASED
Shares3,614 from 3,329
Change+285 (+9%)
Value$611.1K (+$7.1K)
Filed 2026-10-21
Sheets Smith Wealth Management
NEW
Shares3,599
Change+3,599
Value$637.4K
Filed 2026-10-16
Purewater Capital LLC
INCREASED
Shares3,517 from 2,782
Change+735 (+26%)
Value$622.9K (+$89.4K)
Filed 2026-10-23
Intesa Sanpaolo Wealth Management
INCREASED
Shares3,512 from 3,342
Change+170 (+5%)
Value$622.0K (-$18.8K)
Filed 2026-10-28
Certified Advisory Corp
DECREASED
Shares3,482 from 4,667
Change-1,185 (-25%)
Value$616.7K (-$278.1K)
Filed 2026-10-29
MCF Advisors LLC
DECREASED
Shares3,373 from 3,475
Change-102 (-3%)
Value$597.4K (-$69.0K)
Filed 2026-10-28
Salem Investment Counselors Inc
INCREASED
Shares3,365 from 3,275
Change+90 (+3%)
Value$596.0K (-$32.0K)
Filed 2026-10-13
Parsons Capital Management Inc
NEW
Shares3,250
Change+3,250
Value$575.6K
Filed 2026-10-28
Beacon Financial Advisory LLC
INCREASED
Shares3,146 from 2,778
Change+368 (+13%)
Value$557.2K (+$24.6K)
Filed 2026-10-16
Seven Hills Financial, LLC
NEW
Shares3,133
Change+3,133
Value$554.9K
Filed 2026-10-13
TrueWealth Advisors, LLC
INCREASED
Shares3,115 from 2,160
Change+955 (+44%)
Value$551.6K (+$137.5K)
Filed 2026-10-09
Sacks & Associates, LLC
UNCHANGED
Shares2,908 from 2,908
Change0 (0%)
Value$515.1K (-$6.4K)
Filed 2026-10-09
Silvia Mccoll Wealth Management, LLC
UNCHANGED
Shares2,875 from 2,875
Change0 (0%)
Value$509.2K (-$42.1K)
Filed 2026-10-07
Princeton Global Asset Management LLC
INCREASED
Shares2,868 from 2,866
Change+2 (+0%)
Value$508.0K (-$41.6K)
Filed 2026-10-21
Nilsine Partners, LLC
DECREASED
Shares2,861 from 2,959
Change-98 (-3%)
Value$506.7K (-$60.7K)
Filed 2026-11-02
Annex Advisory Services, LLC
INCREASED
Shares2,847 from 2,579
Change+268 (+10%)
Value$504.2K (+$9.7K)
Filed 2026-10-16
Facet Wealth, Inc.
INCREASED
Shares2,843 from 1,985
Change+858 (+43%)
Value$503.5K (+$122.9K)
Filed 2026-11-04
Lanark Financial, Inc.
DECREASED
Shares2,838 from 3,203
Change-365 (-11%)
Value$502.7K (-$111.5K)
Filed 2026-10-26
Capital Investment Counsel, LLC
INCREASED
Shares2,822 from 1,484
Change+1,338 (+90%)
Value$499.8K (+$215.2K)
Filed 2026-10-14
WealthPlan Investment Management, LLC
DECREASED
Shares2,814 from 3,016
Change-202 (-7%)
Value$498.4K (-$79.9K)
Filed 2026-10-15
Private Trust Co NA
DECREASED
Shares2,795 from 2,800
Change-5 (0%)
Value$495.0K (-$41.9K)
Filed 2026-10-20
Richmond Investment Services, LLC
INCREASED
Shares2,715 from 2,305
Change+410 (+18%)
Value$480.8K (+$38.9K)
Filed 2026-10-29
Foguth Wealth Management, Llc.
DECREASED
Shares2,693 from 2,720
Change-27 (-1%)
Value$457.4K (-$24.3K)
Filed 2026-10-19
Total Clarity Wealth Management, Inc.
INCREASED
Shares2,633 from 2,483
Change+150 (+6%)
Value$466.3K (-$9.8K)
Filed 2026-10-26
71 West Capital Partners
NEW
Shares2,570
Change+2,570
Value$455.2K
Filed 2026-11-04
Principle Wealth Partners LLC
INCREASED
Shares2,533 from 2,458
Change+75 (+3%)
Value$448.6K (-$22.7K)
Filed 2026-11-02
Clearstead Advisors, LLC
DECREASED
Shares2,527 from 3,026
Change-499 (-16%)
Value$447.4K (-$132.9K)
Filed 2026-11-06
Share Andrew L.
UNCHANGED
Shares2,490 from 2,490
Change0 (0%)
Value$441.0K (-$36.5K)
Filed 2026-11-06
Uptick Partners, LLC
INCREASED
Shares2,429 from 2,189
Change+240 (+11%)
Value$430.2K (+$10.4K)
Filed 2026-11-04
Stirlingshire Investments, Inc.
INCREASED
Shares2,396 from 1,518
Change+878 (+58%)
Value$424.4K (+$133.3K)
Filed 2026-11-05
Financial Partners Group, Inc
DECREASED
Shares2,387 from 3,530
Change-1,143 (-32%)
Value$422.7K (-$254.2K)
Filed 2026-10-19
Cascade Investment Group, Inc.
DECREASED
Shares2,337 from 2,355
Change-18 (-1%)
Value$413.9K (-$37.7K)
Filed 2026-10-13
BFI Infinity Ltd.
DECREASED
Shares2,331 from 76,586
Change-74,255 (-97%)
Value$412.8K (-$14.3M)
Filed 2026-10-16
Wealthcare Capital Management LLC
UNCHANGED
Shares2,282 from 2,282
Change0 (0%)
Value$404.2K (-$33.4K)
Filed 2026-10-21
Citizens Financial Group Inc
INCREASED
Shares2,256 from 1,834
Change+422 (+23%)
Value$399.6K (+$47.9K)
Filed 2026-10-23
Advisor OS, LLC
INCREASED
Shares2,225 from 1,881
Change+344 (+18%)
Value$394.1K (+$33.4K)
Filed 2026-11-03
Natural Investments, LLC
INCREASED
Shares2,196 from 2,033
Change+163 (+8%)
Value$388.9K (-$147)
Filed 2026-11-06
Fortune Financial Group, Inc.
INCREASED
Shares2,172 from 1,597
Change+575 (+36%)
Value$384.7K (+$78.5K)
Filed 2026-10-22
4J Wealth Management LLC
UNCHANGED
Shares2,162 from 2,162
Change0 (0%)
Value$382.9K (-$31.7K)
Filed 2026-11-02
Factor Wealth Management LTD
DECREASED
Shares2,131 from 2,226
Change-95 (-4%)
Value$377.4K (-$49.4K)
Filed 2026-10-08
One Day In July LLC
INCREASED
Shares2,125 from 1,975
Change+150 (+8%)
Value$376.4K (-$2.3K)
Filed 2026-10-30
Greater Midwest Financial Group, LLC
NEW
Shares2,123
Change+2,123
Value$376.0K
Filed 2026-10-13
Baker Tilly Wealth Management, LLC
NEW
Shares2,119
Change+2,119
Value$375.3K
Filed 2026-10-05
Great Diamond Partners, LLC
INCREASED
Shares2,106 from 2,022
Change+84 (+4%)
Value$373.0K (-$14.7K)
Filed 2026-10-13
Pacific Excel Wealth Advisors, Inc.
NEW
Shares2,030
Change+2,030
Value$358.5K
Filed 2026-10-27
Avidian Wealth Enterprises, LLC
DECREASED
Shares2,004 from 2,006
Change-2 (0%)
Value$355.0K (-$29.7K)
Filed 2026-10-08
Valmark Advisers, Inc.
DECREASED
Shares1,994 from 3,195
Change-1,201 (-38%)
Value$353.2K (-$259.4K)
Filed 2026-11-06
Baron Financial Group, LLC
INCREASED
Shares1,929 from 1,707
Change+222 (+13%)
Value$341.6K (+$14.3K)
Filed 2026-10-09
Allworth Financial LP
INCREASED
Shares1,922 from 1,065
Change+857 (+80%)
Value$368.5K (+$164.3K)
Filed 2026-11-06
Strategic Blueprint, LLC
INCREASED
Shares1,877 from 1,861
Change+16 (+1%)
Value$332.4K (-$24.4K)
Filed 2026-10-22
Rossby Financial, LCC
INCREASED
Shares1,862 from 1,646
Change+216 (+13%)
Value$329.9K (+$14.3K)
Filed 2026-11-05
Victory Financial Group, LLC
INCREASED
Shares1,844 from 1,499
Change+345 (+23%)
Value$326.6K (+$39.2K)
Filed 2026-10-27
Allspring Global Investments Holdings, LLC
INCREASED
Shares1,820 from 1,650
Change+170 (+10%)
Value$332.8K (+$28.0K)
Filed 2026-11-04
Rose Capital Advisors LLC
NEW
Shares1,815
Change+1,815
Value$321.5K
Filed 2026-11-04
PNC Financial Services Group, Inc.
DECREASED
Shares1,811 from 1,991
Change-180 (-9%)
Value$320.7K (-$61.0K)
Filed 2026-11-06
Riggs Asset Managment Co. Inc.
DECREASED
Shares1,805 from 3,482
Change-1,677 (-48%)
Value$319.7K (-$348.0K)
Filed 2026-11-05
Private Advisory Group LLC
DECREASED
Shares1,777 from 1,843
Change-66 (-4%)
Value$314.7K (-$38.7K)
Filed 2026-11-06
Creative Financial Designs Inc
INCREASED
Shares1,775 from 509
Change+1,266 (+249%)
Value$314.4K (+$216.8K)
Filed 2026-11-04
NWF Advisory Services Inc.
INCREASED
Shares1,707 from 1,697
Change+10 (+1%)
Value$302.3K (-$23.1K)
Filed 2026-10-19
Mission Wealth Management, LP
INCREASED
Shares1,697 from 1,641
Change+56 (+3%)
Value$300.6K (-$14.1K)
Filed 2026-10-15
Dagco, Inc.
NEW
Shares1,670
Change+1,670
Value$295.8K
Filed 2026-10-20
Adamsbrown Wealth Consultants LLC
DECREASED
Shares1,658 from 1,683
Change-25 (-1%)
Value$293.7K (-$29.1K)
Filed 2026-10-20
Guardian Capital, LLC
INCREASED
Shares1,610 from 1,470
Change+140 (+10%)
Value$285.1K (+$3.3K)
Filed 2026-11-06
Ascentis Independent Advisors
NEW
Shares1,606
Change+1,606
Value$284.5K
Filed 2026-11-03
Trademark Financial Management, LLC
DECREASED
Shares1,594 from 2,234
Change-640 (-29%)
Value$282.4K (-$146.0K)
Filed 2026-10-23
Barrett & Company, Inc.
INCREASED
Shares1,576 from 1,532
Change+44 (+3%)
Value$279.2K (-$14.6K)
Filed 2026-10-22
Boyer Financial Services, Inc.
INCREASED
Shares1,565 from 1,483
Change+82 (+6%)
Value$277.3K (+$4.2K)
Filed 2026-10-23
Chris Bulman Inc
NEW
Shares1,563
Change+1,563
Value$276.8K
Filed 2026-10-20
Trek Financial, LLC
INCREASED
Shares1,538 from 1,363
Change+175 (+13%)
Value$272.4K (+$11.1K)
Filed 2026-10-29
Retirement Planning Group, LLC
DECREASED
Shares1,514 from 1,725
Change-211 (-12%)
Value$268.1K (-$62.6K)
Filed 2026-10-19
Nautilus Advisors LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$265.7K (-$11.6K)
Filed 2026-10-07
B. Riley Wealth Advisors, Inc.
INCREASED
Shares1,487 from 1,312
Change+175 (+13%)
Value$263.4K (+$16.2K)
Filed 2026-10-13
Financial Network Wealth Advisors LLC
INCREASED
Shares1,484 from 998
Change+486 (+49%)
Value$262.9K (+$71.5K)
Filed 2026-10-28
GoalVest Advisory LLC
UNCHANGED
Shares1,465 from 1,465
Change0 (0%)
Value$259.5K (-$21.4K)
Filed 2026-10-02
Balefire, LLC
INCREASED
Shares1,462 from 1,227
Change+235 (+19%)
Value$258.9K (+$23.6K)
Filed 2026-10-09
Chicago Partners Investment Group LLC
NEW
Shares1,461
Change+1,461
Value$237.7K
Filed 2026-10-27
US Bancorp \de\
DECREASED
Shares1,442 from 6,669
Change-5,227 (-78%)
Value$255.4K (-$1.0M)
Filed 2026-11-05
Stablepoint Partners, LLC
INCREASED
Shares1,437 from 1,435
Change+2 (+0%)
Value$254.5K (-$20.7K)
Filed 2026-11-03
Puff Wealth Management, LLC
INCREASED
Shares1,404 from 1,062
Change+342 (+32%)
Value$248.7K (+$45.0K)
Filed 2026-10-07
Falcon Wealth Planning
UNCHANGED
Shares1,337 from 1,337
Change0 (0%)
Value$236.8K (-$19.6K)
Filed 2026-11-06
Tucker Asset Management LLC
NEW
Shares1,256
Change+1,256
Value$222.5K
Filed 2026-10-29
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares1,256 from 1,256
Change0 (0%)
Value$15.2K (-$63.0K)
Filed 2026-11-04
Altus Wealth Group LLC
INCREASED
Shares1,242 from 1,130
Change+112 (+10%)
Value$220.0K (+$3.4K)
Filed 2026-10-20
Bison Wealth, LLC
INCREASED
Shares1,239 from 1,087
Change+152 (+14%)
Value$221.4K (+$17.6K)
Filed 2026-10-13
World Equity Group, Inc.
DECREASED
Shares1,226 from 1,905
Change-679 (-36%)
Value$217.2K (-$148.1K)
Filed 2026-10-14
Portland Financial Advisors Inc
UNCHANGED
Shares1,192 from 1,192
Change0 (0%)
Value$211.1K (-$17.5K)
Filed 2026-10-26
Inspirion Wealth Advisors, LLC
UNCHANGED
Shares1,188 from 1,188
Change0 (0%)
Value$210.3K (-$12.0K)
Filed 2026-10-09
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED
Shares1,164 from 1,164
Change0 (0%)
Value$206.2K (-$17.0K)
Filed 2026-10-15
Blue Trust, Inc.
INCREASED
Shares1,161 from 1,107
Change+54 (+5%)
Value$205.7K (-$6.6K)
Filed 2026-10-15
Embree Financial Group
NEW
Shares1,158
Change+1,158
Value$205.0K
Filed 2026-10-22
Soltis Investment Advisors LLC
DECREASED
Shares1,152 from 1,172
Change-20 (-2%)
Value$204.0K (-$20.8K)
Filed 2026-10-28
Castleview Partners, LLC
INCREASED
Shares1,145 from 1,109
Change+36 (+3%)
Value$202.8K (-$9.9K)
Filed 2026-10-09
Elevation Point Wealth Partners, LLC
NEW
Shares1,140
Change+1,140
Value$202.0K
Filed 2026-11-05
Kingsbury Capital Investment Advisors LLC
NEW
Shares1,130
Change+1,130
Value$200.1K
Filed 2026-10-20
Manchester Capital Management LLC
INCREASED
Shares1,068 from 989
Change+79 (+8%)
Value$189.2K (-$466)
Filed 2026-10-22
SBI Securities Co., Ltd.
DECREASED
Shares1,050 from 2,116
Change-1,066 (-50%)
Value$186.0K (-$219.8K)
Filed 2026-10-22
Farmers & Merchants Investments Inc
UNCHANGED
Shares1,048 from 1,048
Change0 (0%)
Value$185.6K (-$15.3K)
Filed 2026-10-22
Armstrong Advisory Group, Inc
DECREASED
Shares960 from 94,143
Change-93,183 (-99%)
Value$170.0K (-$17.9M)
Filed 2026-10-09
Y.D. More Investments Ltd
INCREASED
Shares953 from 303
Change+650 (+215%)
Value$157.8K (+$111.7K)
Filed 2026-11-02
Jnba Financial Advisors
UNCHANGED
Shares923 from 923
Change0 (0%)
Value$163.5K (-$13.5K)
Filed 2026-11-03
Wolff Wiese Magana LLC
INCREASED
Shares891 from 889
Change+2 (+0%)
Value$157.8K (-$12.7K)
Filed 2026-10-15
Gilpin Wealth Management, LLC
INCREASED
Shares855 from 747
Change+108 (+14%)
Value$151.4K (+$8.2K)
Filed 2026-10-09
TrinityBridge Ltd
DECREASED
Shares820 from 1,220
Change-400 (-33%)
Value$145.0K (-$89.0K)
Filed 2026-10-30
Eastern Bank
UNCHANGED
Shares666 from 666
Change0 (0%)
Value$118.0K (-$9.8K)
Filed 2026-10-05
Larson Financial Group LLC
INCREASED
Shares637 from 156
Change+481 (+308%)
Value$112.9K (+$83.0K)
Filed 2026-11-05
TD Waterhouse Canada Inc.
UNCHANGED
Shares625 from 625
Change0 (0%)
Value$111.8K (-$5.1K)
Filed 2026-10-16
Cape Investment Advisory, Inc.
INCREASED
Shares589 from 66
Change+523 (+792%)
Value$104.3K (+$91.7K)
Filed 2026-10-13
EverSource Wealth Advisors, LLC
INCREASED
Shares584 from 97
Change+487 (+502%)
Value$103.5K (+$84.9K)
Filed 2026-11-04
Pinnacle Bancorp, Inc.
UNCHANGED
Shares519 from 519
Change0 (0%)
Value$91.9K (-$7.6K)
Filed 2026-10-21
Arlington Trust Co LLC
INCREASED
Shares500 from 250
Change+250 (+100%)
Value$88.6K (+$40.6K)
Filed 2026-10-20
Foresight Capital Management Advisors, Inc.
NEW
Shares446
Change+446
Value$79.0K
Filed 2026-10-27
Compass Financial Management LLC
DECREASED
Shares442 from 1,728
Change-1,286 (-74%)
Value$78.3K (-$251.3K)
Filed 2026-10-30
Essential Investment Partners LLC
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$75.3K (-$6.2K)
Filed 2026-10-27
Jacobi Capital Management LLC
NEW
Shares362
Change+362
Value$64.1K
Filed 2026-11-05
Buck Wealth Strategies, LLC
DECREASED
Shares361 from 379
Change-18 (-5%)
Value$63.9K (-$8.7K)
Filed 2026-10-28
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares345 from 6,585
Change-6,240 (-95%)
Value$62 (-$1.2K)
Filed 2026-11-02
StrongBox Wealth, LLC
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$57.6K (-$4.8K)
Filed 2026-11-02
Balance Wealth Partners LLC
NEW
Shares315
Change+315
Value$55.8K
Filed 2026-10-27
Ascentis Wealth Management, LLC
INCREASED
Shares283 from 72
Change+211 (+293%)
Value$50.1K (+$36.3K)
Filed 2026-11-03
North Star Investment Management Corp.
INCREASED
Shares270 from 130
Change+140 (+108%)
Value$47.9K (+$22.9K)
Filed 2026-10-27
Hilltop National Bank
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$46.0K (-$3.8K)
Filed 2026-10-14
LFA - Lugano Financial Advisors SA
NEW
Shares259
Change+259
Value$45.9K
Filed 2026-11-03
Barclays PLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$44.3K (-$3.7K)
Filed 2026-11-06
Trust Co of Vermont
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$43.4K (-$3.6K)
Filed 2026-10-21
Russell Investments Group, Ltd.
DECREASED
Shares244 from 315
Change-71 (-23%)
Value$43.2K (-$17.2K)
Filed 2026-11-06
SJS Investment Consulting Inc.
INCREASED
Shares235 from 143
Change+92 (+64%)
Value$41.6K (+$14.2K)
Filed 2026-10-26
Transce3nd, LLC
NEW
Shares233
Change+233
Value$39.7K
Filed 2026-10-26
Latitude Advisors, LLC
NEW
Shares227
Change+227
Value$40.2K
Filed 2026-10-27
RHL Group, LLC
UNCHANGED
Shares223 from 223
Change0 (0%)
Value$39.6K (-$3.2K)
Filed 2026-11-04
Markowski Investments
NEW
Shares220
Change+220
Value$39.0K
Filed 2026-10-30
Root Financial Partners, LLC
NEW
Shares206
Change+206
Value$36.5K
Filed 2026-10-21
Private Wealth Management Group, LLC
NEW
Shares165
Change+165
Value$29.2K
Filed 2026-10-19
Central Trust Co
NEW
Shares147
Change+147
Value$26.0K
Filed 2026-11-05
Evermay Wealth Management LLC
NEW
Shares140
Change+140
Value$24.8K
Filed 2026-11-05
PFS Partners, LLC
DECREASED
Shares135 from 140
Change-5 (-4%)
Value$23.9K (-$2.9K)
Filed 2026-10-21
Rakuten Securities, Inc.
INCREASED
Shares130 from 125
Change+5 (+4%)
Value$23.0K (-$945)
Filed 2026-11-02
Downshift Financial, LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$22.1K (-$1.8K)
Filed 2026-10-13
Oakworth Capital, Inc.
UNCHANGED
Shares119 from 119
Change0 (0%)
Value$21.1K (-$1.7K)
Filed 2026-10-26
Coston, McIsaac & Partners
NEW
Shares111
Change+111
Value$19.7K
Filed 2026-11-06
Next Level Wealth Planning, LLC
NEW
Shares103
Change+103
Value$18.2K
Filed 2026-10-29
Mascoma Wealth Management LLC
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$17.5K (-$1.4K)
Filed 2026-10-23
CX Institutional
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$14 (-$2)
Filed 2026-10-02
Wilmington Savings Fund Society, FSB
NEW
Shares75
Change+75
Value$13.3K
Filed 2026-10-23
Acumen Wealth Advisors, LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$12.4K (-$1.0K)
Filed 2026-11-05
Silver Grove Financial Group, Inc.
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$12.4K (-$1.0K)
Filed 2026-11-05
Signature Resources Capital Management, LLC
INCREASED
Shares69 from 63
Change+6 (+10%)
Value$12.3K (+$153)
Filed 2026-10-16
Archer Investment Corp
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$11.7K (-$941)
Filed 2026-11-05
Financial Freedom, LLC
NEW
Shares64
Change+64
Value$11.3K
Filed 2026-11-06
Simplex Trading, LLC
DECREASED
Shares63 from 1,058
Change-995 (-94%)
Value$11.2K (-$191.7K)
Filed 2026-11-04
Elevated Capital Advisors, LLC
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$10.4K (-$864)
Filed 2026-11-04
Mather Group, Llc.
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$10.3K (-$850)
Filed 2026-10-14
Parkside Financial Bank & Trust
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$10.3K (-$833)
Filed 2026-10-27
Ares Financial Consulting, LLC
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$9.9K (-$820)
Filed 2026-10-19
Roxbury Financial LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$9.8K (-$792)
Filed 2026-10-01
Your Advocates Ltd., LLP
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$8.7K (-$718)
Filed 2026-11-03
CrossGen Wealth, LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$7.4K (-$615)
Filed 2026-10-30
10Elms LLP
NEW
Shares40
Change+40
Value$7.1K
Filed 2026-11-06
Provenance Wealth Advisors, LLC
NEW
Shares35
Change+35
Value$6.2K
Filed 2026-10-30
Entrust Financial LLC
NEW
Shares35
Change+35
Value$6.2K
Filed 2026-11-04
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$5.5K (-$454)
Filed 2026-10-23
MB, Levis & Associates, LLC
DECREASED
Shares30 from 35
Change-5 (-14%)
Value$5.3K (-$1.4K)
Filed 2026-10-16
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$5.3K (-$440)
Filed 2026-11-02
Cranbrook Wealth Management, LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$5.1K (-$419)
Filed 2026-10-28
IFS Advisors, LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$5.1K (-$424)
Filed 2026-10-14
Sunrise Financial Services, LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$5.1K (-$425)
Filed 2026-10-21
Signaturefd, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$4.4K (-$368)
Filed 2026-10-23
Asset Dedication, LLC
INCREASED
Shares21 from 10
Change+11 (+110%)
Value$3.7K (+$1.8K)
Filed 2026-11-03
GHP Investment Advisors, Inc.
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$3.8K (-$311)
Filed 2026-10-15
Trust Co
INCREASED
Shares17 from 10
Change+7 (+70%)
Value$3.0K (+$1.1K)
Filed 2026-10-09
Team Financial Group, LLC
NEW
Shares14
Change+14
Value$2.5K
Filed 2026-10-30
Lodestone Wealth Management LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$2.1K (-$173)
Filed 2026-10-14
Avion Wealth
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1 ($0)
Filed 2026-11-04
Concord Wealth Partners
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.8K (-$147)
Filed 2026-11-02
Laurel Wealth Advisors LLC
NEW
Shares9
Change+9
Value$1.6K
Filed 2026-10-27
Accordant Advisory Group Inc
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$1.4K (-$117)
Filed 2026-10-29
Creative Capital Management Investments LLC
NEW
Shares7
Change+7
Value$1.2K
Filed 2026-10-28
Quaker Wealth Management, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$532 (-$44)
Filed 2026-10-22
Fourpath Capital Management, LLC
CLOSED
Shares0 from 45,979
Change-45,979 (-100%)
Value$0 (-$8.8M)
Filed 2026-10-19
KPP Advisory Services LLC
CLOSED
Shares0 from 40,730
Change-40,730 (-100%)
Value$0 (-$7.8M)
Filed 2026-10-26
Smart Wealth LLC
CLOSED
Shares0 from 16,384
Change-16,384 (-100%)
Value$0 (-$3.1M)
Filed 2026-11-04
Providence First Trust Co
CLOSED
Shares0 from 8,017
Change-8,017 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-02
FIG Financial Advisory Services Inc
CLOSED
Shares0 from 7,863
Change-7,863 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-07
Fortis Group Advisors, LLC
CLOSED
Shares0 from 7,646
Change-7,646 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-06
Scarborough Advisors, LLC
CLOSED
Shares0 from 7,125
Change-7,125 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-16
Mezzasalma Advisors, LLC
CLOSED
Shares0 from 4,711
Change-4,711 (-100%)
Value$0 (-$903.3K)
Filed 2026-10-14
FSA Wealth Partners, Inc.
CLOSED
Shares0 from 3,797
Change-3,797 (-100%)
Value$0 (-$728.1K)
Filed 2026-10-26
Kestra Investment Management, LLC
CLOSED
Shares0 from 2,742
Change-2,742 (-100%)
Value$0 (-$525.8K)
Filed 2026-11-04
Belvedere Trading LLC
CLOSED
Shares0 from 2,662
Change-2,662 (-100%)
Value$0 (-$510.4K)
Filed 2026-11-05
Mattern Wealth Management LLC
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$383.5K)
Filed 2026-11-04
Meridian Wealth Management, LLC
CLOSED
Shares0 from 1,938
Change-1,938 (-100%)
Value$0 (-$371.7K)
Filed 2026-11-05
Tempus Wealth Planning, LLC
CLOSED
Shares0 from 1,486
Change-1,486 (-100%)
Value$0 (-$284.9K)
Filed 2026-10-14
HBK Sorce Advisory LLC
CLOSED
Shares0 from 1,437
Change-1,437 (-100%)
Value$0 (-$268.2K)
Filed 2026-11-06
Venture Visionary Partners LLC
CLOSED
Shares0 from 1,217
Change-1,217 (-100%)
Value$0 (-$233.4K)
Filed 2026-10-07
Beaumont Financial Advisors, LLC
CLOSED
Shares0 from 1,109
Change-1,109 (-100%)
Value$0 (-$212.7K)
Filed 2026-10-22
Everest Financial Group LLC
CLOSED
Shares0 from 1,070
Change-1,070 (-100%)
Value$0 (-$205.2K)
Filed 2026-11-06
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 555
Change-555 (-100%)
Value$0 (-$106.4K)
Filed 2026-11-06
Founders Capital Management
CLOSED
Shares0 from 202
Change-202 (-100%)
Value$0 (-$38.7K)
Filed 2026-10-13
Sims Investment Management, LLC
CLOSED
Shares0 from 142
Change-142 (-100%)
Value$0 (-$27.2K)
Filed 2026-10-13
AdvisorNet Financial, Inc
CLOSED
Shares0 from 134
Change-134 (-100%)
Value$0 (-$25.6K)
Filed 2026-10-15
GFS Advisors, LLC
CLOSED
Shares0 from 130
Change-130 (-100%)
Value$0 (-$566.9K)
Filed 2026-11-03
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 51
Change-51 (-100%)
Value$0 (-$9.8K)
Filed 2026-10-29
Decker Retirement Planning Inc.
CLOSED
Shares0 from 42
Change-42 (-100%)
Value$0 (-$8.1K)
Filed 2026-10-19
LifeSteps Financial, Inc.
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$7.7K)
Filed 2026-10-15
Burk Holdings LLC
CLOSED
Shares0 from 26
Change-26 (-100%)
Value$0 (-$5.0K)
Filed 2026-11-05
Go Invest LLC
CLOSED
Shares0 from 23
Change-23 (-100%)
Value$0 (-$4.5K)
Filed 2026-10-09
Lloyd Advisory Services, Llc.
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$3.3K)
Filed 2026-11-02
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$2.3K)
Filed 2026-10-26
IAG Wealth Partners, LLC
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$1.7K)
Filed 2026-11-06
Bear Mountain Capital, Inc.
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$1.1K)
Filed 2026-11-04
IMG Wealth Management, Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$192)
Filed 2026-10-27
Morgan Stanley
N/A
Shares— from 3,760,565
Change-3,760,565 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,429,772
Change-2,429,772 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,977,757
Change-1,977,757 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,750,214
Change-1,750,214 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,298,789
Change-1,298,789 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,164,931
Change-1,164,931 (-100%)
Value—
Prudential PLC
N/A
Shares— from 809,658
Change-809,658 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 752,000
Change-752,000 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 750,476
Change-750,476 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 560,280
Change-560,280 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 430,096
Change-430,096 (-100%)
Value—
FIL Ltd
N/A
Shares— from 419,130
Change-419,130 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 412,623
Change-412,623 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 389,588
Change-389,588 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 386,989
Change-386,989 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 349,709
Change-349,709 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 339,050
Change-339,050 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 290,878
Change-290,878 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 259,526
Change-259,526 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 200,107
Change-200,107 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 152,861
Change-152,861 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 146,059
Change-146,059 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 134,553
Change-134,553 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 132,622
Change-132,622 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 131,570
Change-131,570 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 120,136
Change-120,136 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 116,384
Change-116,384 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 114,667
Change-114,667 (-100%)
Value—
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A
Shares— from 111,625
Change-111,625 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 100,495
Change-100,495 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 97,712
Change-97,712 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 94,748
Change-94,748 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 93,509
Change-93,509 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 87,135
Change-87,135 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 87,050
Change-87,050 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 86,788
Change-86,788 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 84,636
Change-84,636 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 83,910
Change-83,910 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 80,992
Change-80,992 (-100%)
Value—
Maniro Ltd
N/A
Shares— from 71,067
Change-71,067 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 70,671
Change-70,671 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 69,831
Change-69,831 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 68,169
Change-68,169 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 65,022
Change-65,022 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 61,307
Change-61,307 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 52,020
Change-52,020 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 51,767
Change-51,767 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 49,150
Change-49,150 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 47,918
Change-47,918 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 47,723
Change-47,723 (-100%)
Value—
Alaska Permanent Capital Management, LLC
N/A
Shares— from 46,566
Change-46,566 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 44,008
Change-44,008 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 42,600
Change-42,600 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 41,257
Change-41,257 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 41,162
Change-41,162 (-100%)
Value—
Sky-Mountain Capital Management, Inc.
N/A
Shares— from 39,224
Change-39,224 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 38,943
Change-38,943 (-100%)
Value—
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A
Shares— from 37,976
Change-37,976 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 36,379
Change-36,379 (-100%)
Value—
&partners
N/A
Shares— from 35,499
Change-35,499 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 35,350
Change-35,350 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 33,940
Change-33,940 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 33,567
Change-33,567 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 33,161
Change-33,161 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 31,171
Change-31,171 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 30,864
Change-30,864 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 30,669
Change-30,669 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 29,643
Change-29,643 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 29,197
Change-29,197 (-100%)
Value—
Norris Financial Group, LLC
N/A
Shares— from 28,249
Change-28,249 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 26,584
Change-26,584 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 25,848
Change-25,848 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 25,801
Change-25,801 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 25,582
Change-25,582 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 25,548
Change-25,548 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 25,386
Change-25,386 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 25,303
Change-25,303 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 25,078
Change-25,078 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 24,843
Change-24,843 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 24,340
Change-24,340 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 23,869
Change-23,869 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 23,603
Change-23,603 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 23,521
Change-23,521 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 22,596
Change-22,596 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 22,174
Change-22,174 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 21,540
Change-21,540 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 21,210
Change-21,210 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 20,716
Change-20,716 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 20,370
Change-20,370 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 19,921
Change-19,921 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 19,328
Change-19,328 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 17,993
Change-17,993 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 17,907
Change-17,907 (-100%)
Value—
Blair William & Co
N/A
Shares— from 17,800
Change-17,800 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 17,700
Change-17,700 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 17,172
Change-17,172 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 17,073
Change-17,073 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 16,947
Change-16,947 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 16,632
Change-16,632 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 15,990
Change-15,990 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 15,537
Change-15,537 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 14,080
Change-14,080 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 13,786
Change-13,786 (-100%)
Value—
Provident Co of the Employees of the Hebrew University LTD
N/A
Shares— from 13,578
Change-13,578 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 13,525
Change-13,525 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 12,986
Change-12,986 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 12,767
Change-12,767 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 12,301
Change-12,301 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 10,865
Change-10,865 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 10,096
Change-10,096 (-100%)
Value—
Alexis Investment Partners, LLC
N/A
Shares— from 9,804
Change-9,804 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 9,704
Change-9,704 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 9,503
Change-9,503 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 9,276
Change-9,276 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 8,994
Change-8,994 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 8,767
Change-8,767 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 8,574
Change-8,574 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 8,281
Change-8,281 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 8,255
Change-8,255 (-100%)
Value—
Cedrus Wealth Group LLC
N/A
Shares— from 8,242
Change-8,242 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 8,208
Change-8,208 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 7,906
Change-7,906 (-100%)
Value—
FMR LLC
N/A
Shares— from 7,844
Change-7,844 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 7,715
Change-7,715 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 7,675
Change-7,675 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 7,540
Change-7,540 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 7,527
Change-7,527 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 7,338
Change-7,338 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 7,264
Change-7,264 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 7,197
Change-7,197 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 7,196
Change-7,196 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 7,054
Change-7,054 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 6,782
Change-6,782 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 6,691
Change-6,691 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 6,568
Change-6,568 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 6,544
Change-6,544 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 6,236
Change-6,236 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 6,176
Change-6,176 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 6,116
Change-6,116 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 6,025
Change-6,025 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 5,884
Change-5,884 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 5,771
Change-5,771 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 5,705
Change-5,705 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 5,704
Change-5,704 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 5,524
Change-5,524 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 5,332
Change-5,332 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 5,301
Change-5,301 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 5,246
Change-5,246 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 5,058
Change-5,058 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 4,929
Change-4,929 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 4,762
Change-4,762 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 4,734
Change-4,734 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 4,640
Change-4,640 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 4,462
Change-4,462 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 4,318
Change-4,318 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 4,298
Change-4,298 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 4,215
Change-4,215 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 4,182
Change-4,182 (-100%)
Value—
Stephens Inc
N/A
Shares— from 4,155
Change-4,155 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 4,129
Change-4,129 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 3,817
Change-3,817 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 3,700
Change-3,700 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 3,629
Change-3,629 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 3,614
Change-3,614 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,605
Change-3,605 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 3,532
Change-3,532 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 3,472
Change-3,472 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 3,425
Change-3,425 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 3,306
Change-3,306 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 3,286
Change-3,286 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 3,253
Change-3,253 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 3,197
Change-3,197 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 3,148
Change-3,148 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 3,003
Change-3,003 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 2,992
Change-2,992 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 2,977
Change-2,977 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 2,923
Change-2,923 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 2,798
Change-2,798 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 2,785
Change-2,785 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 2,718
Change-2,718 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,613
Change-2,613 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 2,596
Change-2,596 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 2,565
Change-2,565 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 2,559
Change-2,559 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 2,512
Change-2,512 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 2,489
Change-2,489 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 2,470
Change-2,470 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 2,421
Change-2,421 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 2,405
Change-2,405 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 2,372
Change-2,372 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 2,346
Change-2,346 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 2,322
Change-2,322 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 2,268
Change-2,268 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 2,045
Change-2,045 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 1,998
Change-1,998 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 1,881
Change-1,881 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 1,812
Change-1,812 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 1,798
Change-1,798 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 1,785
Change-1,785 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,717
Change-1,717 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 1,713
Change-1,713 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,713
Change-1,713 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,712
Change-1,712 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 1,678
Change-1,678 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 1,595
Change-1,595 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 1,589
Change-1,589 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,554
Change-1,554 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 1,539
Change-1,539 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,535
Change-1,535 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 1,507
Change-1,507 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 1,484
Change-1,484 (-100%)
Value—
Betterment LLC
N/A
Shares— from 1,483
Change-1,483 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 1,465
Change-1,465 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 1,456
Change-1,456 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 1,426
Change-1,426 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 1,337
Change-1,337 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 1,285
Change-1,285 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 1,255
Change-1,255 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 1,231
Change-1,231 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 1,198
Change-1,198 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 1,184
Change-1,184 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 1,181
Change-1,181 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 1,131
Change-1,131 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,112
Change-1,112 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 1,086
Change-1,086 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 1,086
Change-1,086 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 1,068
Change-1,068 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 1,047
Change-1,047 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 1,016
Change-1,016 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 926
Change-926 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 889
Change-889 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 840
Change-840 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 797
Change-797 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 678
Change-678 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 612
Change-612 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 590
Change-590 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 579
Change-579 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 570
Change-570 (-100%)
Value—
Main Management LLC
N/A
Shares— from 521
Change-521 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 459
Change-459 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 455
Change-455 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 341
Change-341 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 323
Change-323 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 303
Change-303 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 280
Change-280 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 206
Change-206 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 179
Change-179 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 175
Change-175 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 173
Change-173 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 146
Change-146 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 133
Change-133 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 114
Change-114 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 108
Change-108 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 93
Change-93 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 57
Change-57 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 33
Change-33 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 27
Change-27 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 25
Change-25 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 8
Change-8 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
LPL Financial LLC
INCREASED2,989,3812,679,859+309,522+12%$513.9M$529.4M+$15.6M2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED450,810393,151+57,659+15%$75.4M$79.8M+$4.5M2026-11-02
Commonwealth Equity Services, LLC
INCREASED369,581316,289+53,292+17%$60.6M$65.5M+$4.8M2026-11-02
Kestra Advisory Services, LLC
INCREASED268,267216,629+51,638+24%$41.5M$47.5M+$6.0M2026-11-02
Atria Investments, Inc
INCREASED257,335249,265+8,070+3%$47.8M$45.6M-$2.2M2026-10-15
Perigon Wealth Management, LLC
INCREASED253,753238,510+15,243+6%$45.7M$44.9M-$792.1K2026-10-22
Traphagen Investment Advisors LLC
DECREASED251,434270,550-19,116-7%$51.9M$44.5M-$7.3M2026-10-14
Meitav Investment House LTD
UNCHANGED234,602234,60200%$45.0M$41.6M-$3.4M2026-10-28
Arlington Financial Advisors, LLC
INCREASED215,906206,718+9,188+4%$39.6M$38.2M-$1.4M2026-10-19
Citigroup Inc
INCREASED211,900192,399+19,501+10%$36.9M$37.5M+$637.0K2026-11-04
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
UNCHANGED198,000198,00000%$38.0M$35.1M-$2.9M2026-10-29
Ayalon Insurance Comp Ltd.
NEW161,110—+161,110——$28.5M—2026-10-08
Aprio Wealth Management, LLC
INCREASED149,482139,438+10,044+7%$26.7M$26.5M-$262.4K2026-10-28
MacKenzie Financial Corp
INCREASED138,100101,900+36,200+36%$19.5M$24.5M+$4.9M2026-11-02
Truist Financial Corp
INCREASED116,568109,563+7,005+6%$21.0M$20.6M-$363.4K2026-10-30
Legacy Edge Advisors, LLC
DECREASED92,96194,818-1,857-2%$18.2M$16.5M-$1.7M2026-11-06
McKinley Carter Wealth Services, Inc.
DECREASED84,38185,108-727-1%$16.3M$14.9M-$1.4M2026-10-16
Element Pointe Advisors, LLC
NEW82,078—+82,078——$14.5M—2026-10-21
Prime Capital Investment Advisors, LLC
INCREASED80,78175,474+5,307+7%$14.5M$14.3M-$164.9K2026-10-20
Assetmark, Inc
INCREASED80,19067,171+13,019+19%$12.9M$14.2M+$1.3M2026-10-21
Agur Provident & Training Funds Management LTD
UNCHANGED75,14075,14000%$1.4M$133.1K-$1.2M2026-11-02
Wespac Advisors SoCal, LLC
INCREASED75,08670,308+4,778+7%$13.5M$13.3M-$183.0K2026-10-13
Prospera Financial Services Inc
INCREASED71,49646,312+25,184+54%$8.9M$11.8M+$2.9M2026-11-04
D.A. Davidson & Co.
INCREASED70,08263,610+6,472+10%$12.2M$12.4M+$215.1K2026-10-28
Searcy Financial Services Inc
INCREASED69,85168,051+1,800+3%$13.0M$12.4M-$677.5K2026-10-07
Crumly & Associates Inc.
INCREASED69,83458,095+11,739+20%$11.1M$12.4M+$1.2M2026-10-07
Hobart Private Capital, LLC
INCREASED66,71665,232+1,484+2%$12.5M$11.8M-$692.2K2026-10-19
First Heartland Consultants, Inc.
DECREASED64,78372,417-7,634-11%$13.9M$11.5M-$2.4M2026-10-08
Csenge Advisory Group
INCREASED64,10937,674+26,435+70%$7.2M$11.4M+$4.1M2026-11-04
Park Avenue Securities LLC
INCREASED59,70954,576+5,133+9%$10.5M$10.6M+$110.0K2026-10-26
Richard P Slaughter Associates Inc
INCREASED59,33747,603+11,734+25%$9.1M$10.5M+$1.4M2026-10-13
Almanack Investment Partners, Llc.
DECREASED58,99970,876-11,877-17%$13.6M$10.4M-$3.1M2026-11-03
Wealthcare Advisory Partners LLC
INCREASED58,18049,996+8,184+16%$9.6M$10.3M+$717.4K2026-10-21
Concurrent Investment Advisors, LLC
INCREASED57,31844,692+12,626+28%$8.6M$10.2M+$1.6M2026-10-16
Thryve Wealth Management LLC
INCREASED56,38155,589+792+1%$10.7M$10.0M-$673.6K2026-10-09
Fiduciary Alliance LLC
DECREASED55,23859,089-3,851-7%$11.3M$9.8M-$1.5M2026-10-13
Ameliora Wealth Management Ltd.
INCREASED55,10053,168+1,932+4%$10.2M$9.8M-$436.2K2026-10-23
Exchange Traded Concepts, LLC
DECREASED54,78360,455-5,672-9%$11.6M$9.7M-$1.9M2026-10-28
Clearwater Capital Advisors, LLC
INCREASED52,6634,059+48,604+1197%$778.3K$9.3M+$8.5M2026-11-06
Pecaut & Co.
INCREASED50,18649,362+824+2%$9.5M$8.9M-$576.7K2026-10-27
Hutchens & Kramer Investment Management Group, LLC
INCREASED48,30347,039+1,264+3%$9.0M$8.6M-$464.8K2026-10-16
Kestra Private Wealth Services, LLC
INCREASED47,04743,995+3,052+7%$8.4M$8.3M-$103.4K2026-11-06
Avaii Wealth Management, LLC
NEW46,989—+46,989——$8.6M—2026-10-09
HMS Capital Management, LLC
INCREASED44,57439,884+4,690+12%$7.6M$7.9M+$246.9K2026-10-20
Thrivent Financial for Lutherans
INCREASED44,50938,923+5,586+14%$7.5M$7.6M+$165.3K2026-11-05
Kingswood Wealth Advisors, LLC
DECREASED41,99744,708-2,711-6%$8.6M$7.4M-$1.1M2026-10-23
WealthBridge Capital Management, LLC
INCREASED41,12740,975+152+0%$7.9M$7.3M-$573.0K2026-10-16
Bank of New York Mellon Corp
DECREASED41,01442,308-1,294-3%$8.1M$7.3M-$848.6K2026-11-05
Mesirow Financial Investment Management, Inc.
INCREASED38,56725,991+12,576+48%$5.0M$6.8M+$1.8M2026-11-05
Oppenheimer & Co Inc
DECREASED38,48143,174-4,693-11%$8.3M$6.8M-$1.5M2026-10-26
Merit Financial Group, LLC
INCREASED37,93627,953+9,983+36%$5.4M$6.7M+$1.4M2026-11-06
Independent Financial Group, LLC
INCREASED35,40831,347+4,061+13%$6.0M$6.3M+$260.4K2026-10-13
Manchester Financial Inc
DECREASED35,18436,132-948-3%$6.9M$6.2M-$696.9K2026-10-15
Avior Wealth Management, LLC
INCREASED34,47322,676+11,797+52%$4.3M$6.1M+$1.8M2026-10-13
WPG Advisers, LLC
DECREASED33,96534,005-400%$6.5M$6.0M-$505.0K2026-10-27
Wedbush Securities Inc
INCREASED33,28530,846+2,439+8%$5.9M$5.9M-$20.0K2026-10-22
Able Financial Group, LLC
INCREASED32,79131,541+1,250+4%$6.0M$5.8M-$240.4K2026-10-14
Redhawk Wealth Advisors, Inc.
INCREASED32,63328,762+3,871+13%$5.5M$5.8M+$264.5K2026-10-14
International Assets Investment Management, LLC
INCREASED32,23931,002+1,237+4%$5.8M$5.8M-$39.5K2026-11-02
Sigma Planning Corp
INCREASED32,18027,664+4,516+16%$5.3M$5.7M+$385.9K2026-10-23
Southern Capital Services Inc
INCREASED32,16329,720+2,443+8%$5.7M$5.7M-$2.5K2026-10-19
Biltmore Family Office, LLC
INCREASED31,84111,655+20,186+173%$2.2M$5.6M+$3.4M2026-11-03
RFG Advisory, LLC
INCREASED31,59921,890+9,709+44%$4.2M$5.6M+$1.4M2026-11-03
VVR Holdings LLC
INCREASED31,04520,188+10,857+54%$3.9M$5.5M+$1.6M2026-10-19
Tcfg Investment Advisors, LLC
INCREASED29,68927,410+2,279+8%$5.3M$5.3M+$2.3K2026-10-20
Ferguson Shapiro LLC
DECREASED29,68035,150-5,470-16%$6.7M$5.3M-$1.5M2026-10-16
Eagle Strategies LLC
DECREASED29,43929,445-60%$5.6M$5.2M-$432.0K2026-10-16
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED29,15626,858+2,298+9%$5.2M$5.2M+$13.8K2026-10-15
StoneX Group Inc.
INCREASED28,02222,404+5,618+25%$4.3M$5.0M+$667.0K2026-11-03
BIP Wealth, LLC
INCREASED26,84624,847+1,999+8%$4.8M$4.8M-$9.7K2026-10-22
Arch Global Advisors, LLC
INCREASED26,28124,504+1,777+7%$4.7M$4.7M-$44.0K2026-10-23
J.W. Cole Advisors, Inc.
INCREASED25,77923,827+1,952+8%$4.6M$4.6M-$3.1K2026-11-05
MGO One Seven LLC
INCREASED25,51824,816+702+3%$4.8M$4.5M-$239.1K2026-10-28
Hedeker Wealth, LLC
INCREASED25,44523,874+1,571+7%$4.6M$4.5M-$71.3K2026-10-23
Clear Creek Financial Management, LLC
DECREASED24,80039,489-14,689-37%$7.6M$4.4M-$3.2M2026-10-28
Ethic Inc.
NEW23,926—+23,926——$4.2M—2026-11-03
WealthCare Investment Partners, LLC
INCREASED23,54619,290+4,256+22%$3.7M$4.2M+$471.3K2026-11-05
Gaddis Premier Wealth Advisors LLC
DECREASED22,77232,422-9,650-30%$6.2M$4.0M-$2.2M2026-10-29
Spire Wealth Management
INCREASED22,74017,553+5,187+30%$3.4M$4.0M+$661.6K2026-10-30
Journey Beyond Wealth, LLC
INCREASED21,54416,651+4,893+29%$3.2M$3.8M+$622.8K2026-11-04
William John Sempolinski
INCREASED20,26019,425+835+4%$3.7M$3.6M-$136.5K2026-10-20
Triad Wealth Partners, LLC
INCREASED19,70318,142+1,561+9%$3.3M$3.5M+$187.4K2026-10-26
Cornerstone Wealth Management, LLC
INCREASED19,35819,069+289+2%$3.7M$3.4M-$228.1K2026-11-04
Parallel Advisors, LLC
INCREASED18,58617,181+1,405+8%$3.3M$3.3M-$2.8K2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED18,56915,537+3,032+20%$3.0M$3.3M+$309.4K2026-10-13
Signal Advisors Wealth, LLC
INCREASED18,56415,602+2,962+19%$3.0M$3.3M+$296.2K2026-10-13
HBW Advisory Services LLC
DECREASED18,21837,812-19,594-52%$7.3M$3.2M-$4.0M2026-10-15
American Institute for Advanced Investment Management, LLP
INCREASED17,81017,675+135+1%$2.5M$2.3M-$180.0K2026-11-03
Sage Advisory Services, Ltd.Co.
DECREASED17,70318,848-1,145-6%$3.6M$3.1M-$479.0K2026-10-29
Triumph Capital Management
INCREASED17,59216,723+869+5%$3.2M$3.1M-$90.9K2026-10-14
Daymark Wealth Partners, LLC
DECREASED17,23118,262-1,031-6%$3.5M$3.1M-$450.0K2026-11-04
Arvest Investments, Inc.
INCREASED16,98614,830+2,156+15%$2.8M$3.0M+$164.7K2026-10-21
RFG - Bristol Wealth Advisors, LLC
INCREASED16,60715,641+966+6%$3.0M$2.9M-$57.9K2026-10-09
Moors & Cabot, Inc.
INCREASED16,12014,006+2,114+15%$2.7M$2.9M+$169.4K2026-11-06
Integrity Investment Advisors, LLC
INCREASED16,06614,441+1,625+11%$2.8M$2.8M+$76.4K2026-11-03
Walkner Condon Financial Advisors LLC
INCREASED15,53611,859+3,677+31%$2.3M$2.8M+$477.7K2026-11-02
Capital Wealth Alliance, LLC
NEW15,288—+15,288——$2.7M—2026-10-20
Corrado Advisors, LLC
INCREASED14,73914,220+519+4%$2.7M$2.6M-$116.2K2026-10-27
VestGen Advisors, LLC
INCREASED14,73414,017+717+5%$2.7M$2.6M-$78.2K2026-10-27
Fifth Third Bancorp
INCREASED14,58112,569+2,012+16%$2.4M$2.6M+$172.4K2026-11-05
Simplicity Wealth,LLC
INCREASED14,5654,472+10,093+226%$857.5K$2.6M+$1.7M2026-10-23
Visionary Wealth Advisors
DECREASED14,53816,000-1,462-9%$3.1M$2.6M-$493.2K2026-11-04
Golden State Wealth Management, LLC
DECREASED14,52620,353-5,827-29%$3.9M$2.6M-$1.3M2026-11-02
Sage Capital Management, LLC
INCREASED14,51914,505+14+0%$2.8M$2.6M-$210.5K2026-10-20
Kraematon Investment Advisors, Inc
INCREASED14,43614,323+113+1%$2.7M$2.6M-$189.6K2026-11-02
Apollon Wealth Management, LLC
INCREASED14,01313,468+545+4%$2.6M$2.5M-$100.8K2026-10-23
Pekin Hardy Strauss, Inc.
INCREASED13,98311,871+2,112+18%$2.3M$2.5M+$200.1K2026-11-02
Fire Capital Management LLC
INCREASED13,82810,010+3,818+38%$1.9M$2.4M+$529.7K2026-10-27
Nations Financial Group Inc,
INCREASED13,35612,579+777+6%$2.4M$2.4M-$46.6K2026-11-05
IFP Advisors, Inc
DECREASED13,31213,359-470%$2.6M$2.4M-$203.9K2026-10-16
Moran Wealth Management, LLC
INCREASED12,88112,009+872+7%$2.3M$2.3M-$21.4K2026-10-22
Montis Financial, LLC
DECREASED12,35412,768-414-3%$2.4M$2.2M-$260.2K2026-11-04
Stonebridge Financial Planning Group, LLC
INCREASED12,03310,294+1,739+17%$2.0M$2.1M+$157.3K2026-11-06
TradeWell Securities, Llc.
INCREASED12,0229,616+2,406+25%$1.8M$2.1M+$285.3K2026-10-21
Cambridge Advisors Inc.
INCREASED11,10210,785+317+3%$2.1M$2.0M-$101.7K2026-10-19
James T. Borello RIA
UNCHANGED11,03911,03900%$2.1M$2.0M-$161.6K2026-10-16
Waycross Investment Management Co
DECREASED10,92939,455-28,526-72%$7.6M$1.9M-$5.6M2026-10-14
Stegent Equity Advisors, Inc.
DECREASED10,58413,081-2,497-19%$2.5M$1.9M-$633.8K2026-10-13
Prosperity Financial Group, Inc.
INCREASED10,5729,111+1,461+16%$1.7M$1.9M+$125.3K2026-10-29
Cottage Street Advisors LLC
INCREASED10,5517,989+2,562+32%$1.5M$1.9M+$336.8K2026-10-19
ARS Investment Partners, LLC
INCREASED10,5339,969+564+6%$1.9M$1.9M-$46.2K2026-11-05
Quantum Private Wealth, LLC
INCREASED10,1919,588+603+6%$1.8M$1.8M-$33.6K2026-10-20
Ashton Thomas Private Wealth, LLC
DECREASED10,18110,282-101-1%$2.0M$1.8M-$168.3K2026-11-03
Flagship Harbor Advisors, LLC
INCREASED10,0899,252+837+9%$1.8M$1.8M+$12.8K2026-10-26
BOS Asset Management, LLC
DECREASED9,98910,296-307-3%$2.0M$1.8M-$205.1K2026-10-09
Signature Equity Partners, LLC
INCREASED9,8857,637+2,248+29%$1.5M$1.8M+$286.3K2026-10-29
Sovran Advisors, LLC
INCREASED9,8377,931+1,906+24%$1.4M$1.7M+$307.5K2026-11-02
United Advisor Group, LLC
INCREASED9,2328,283+949+11%$1.6M$1.6M+$46.8K2026-11-03
Level Four Advisory Services, LLC
INCREASED9,2148,767+447+5%$1.7M$1.6M-$49.2K2026-11-06
Curran Financial Partners, LLC
NEW9,043—+9,043——$1.6M—2026-11-04
Addison Advisors LLC
INCREASED8,8117,540+1,271+17%$1.4M$1.6M+$114.7K2026-11-06
Money Concepts Capital Corp
INCREASED8,7512,047+6,704+328%$392.5K$1.5M+$1.2M2026-11-06
Capital CS Group, LLC
DECREASED8,5339,489-956-10%$1.8M$1.5M-$308.3K2026-10-29
Acropolis Investment Management, LLC
DECREASED8,2149,587-1,373-14%$1.8M$1.5M-$383.5K2026-10-08
PKS Advisory Services, LLC
UNCHANGED8,1938,19300%$1.6M$1.6M$02026-10-26
Heritage OAK Wealth Advisors LLC
INCREASED8,1257,614+511+7%$1.5M$1.4M-$21.0K2026-10-14
Titleist Asset Management, LLC
DECREASED7,9097,972-63-1%$1.5M$1.4M-$127.7K2026-10-08
Creative Planning
INCREASED7,7816,973+808+12%$1.3M$1.4M+$40.9K2026-11-02
Reap Financial Group, LLC
DECREASED7,6047,615-110%$1.5M$1.3M-$113.4K2026-11-02
Meixler Investment Management, Ltd.
DECREASED7,5168,302-786-9%$1.6M$1.3M-$260.8K2026-11-03
FDx Advisors, Inc.
DECREASED7,1857,542-357-5%$1.4M$1.3M-$173.0K2026-11-05
Bright Futures Wealth Management, Llc.
DECREASED7,0737,560-487-6%$1.4M$1.3M-$197.1K2026-10-23
CPR Investments Inc.
INCREASED6,9684,300+2,668+62%$824.5K$1.2M+$409.6K2026-10-26
Flagstar Securities, Inc
INCREASED6,8236,454+369+6%$1.2M$1.2M-$29.4K2026-10-15
Focus Financial Network, Inc.
INCREASED6,7964,919+1,877+38%$943.3K$1.2M+$260.4K2026-10-14
Wealth Enhancement Advisory Services, LLC
DECREASED6,7088,866-2,158-24%$1.6M$1.2M-$442.8K2026-10-13
Farther Finance Advisors, LLC
DECREASED6,6917,115-424-6%$1.4M$1.2M-$179.2K2026-10-08
Integrity Alliance, Llc.
DECREASED6,6587,734-1,076-14%$1.5M$1.2M-$303.7K2026-10-29
Smith Asset Management Co., LLC
INCREASED6,4904,654+1,836+39%$892.4K$1.1M+$257.1K2026-10-16
Elevate Capital Advisors, LLC
INCREASED6,2193,443+2,776+81%$660.2K$1.1M+$441.2K2026-11-02
Carlson Financial, Inc.
INCREASED6,2135,953+260+4%$1.1M$1.1M-$44.0K2026-11-05
Tandem Capital Management Corp
INCREASED5,9155,905+10+0%$1.1M$1.0M-$84.7K2026-10-22
Herbst Group, LLC
NEW5,855—+5,855——$1.0M—2026-10-20
Cornerstone Planning Group LLC
INCREASED5,8425,738+104+2%$1.0M$1.1M+$21.2K2026-10-16
Sound Financial Strategies Group, LLC
DECREASED5,8326,164-332-5%$1.2M$1.0M-$149.0K2026-10-30
First Growth Capital LLC
INCREASED5,7575,625+132+2%$1.1M$1.0M-$58.9K2026-10-15
Capital Investment Advisory Services, LLC
INCREASED5,6234,614+1,009+22%$884.8K$996.1K+$111.4K2026-10-30
CoreCap Advisors, LLC
INCREASED5,5004,350+1,150+26%$834.1K$974.1K+$140.0K2026-10-08
Unique Wealth, LLC
INCREASED5,4995,194+305+6%$996.0K$973.9K-$22.0K2026-10-16
Global Assets Advisory, LLC
INCREASED5,4865,132+354+7%$965.7K$1.0M+$35.8K2026-10-28
Asset One Wealth Management LLC
INCREASED5,4175,092+325+6%$930.0K$959.5K+$29.5K2026-11-02
Uniting Wealth Partners, LLC
DECREASED5,3926,206-814-13%$1.2M$955.0K-$235.0K2026-11-06
OAK Family Advisors, LLC
DECREASED5,38213,597-8,215-60%$2.6M$953.2K-$1.7M2026-10-19
Vontobel Holding Ltd.
INCREASED5,3453,913+1,432+37%$750.3K$946.7K+$196.3K2026-10-16
Outlook Wealth Advisors, LLC
INCREASED5,2255,111+114+2%$980.1K$925.5K-$54.6K2026-10-28
Arwa LLC
INCREASED5,1933,577+1,616+45%$635.5K$930.9K+$295.4K2026-10-21
Wealthcare Capital Partners, LLC
INCREASED5,1075,092+15+0%$976.4K$904.4K-$72.0K2026-10-21
Cullen T Bankers, Inc.
NEW5,049—+5,049——$894.2K—2026-10-28
Koshinski Asset Management, Inc.
INCREASED5,0474,570+477+10%$876.3K$893.8K+$17.6K2026-10-29
Equitable Trust Co
UNCHANGED4,9394,93900%$947.1K$874.7K-$72.3K2026-10-13
Quad-Cities Investment Group, LLC
INCREASED4,8244,682+142+3%$897.7K$854.4K-$43.3K2026-10-16
Indivisible Partners
INCREASED4,7221,928+2,794+145%$369.7K$836.3K+$466.6K2026-10-26
Global View Capital Management LLC
INCREASED4,6634,249+414+10%$814.7K$825.9K+$11.1K2026-10-28
McKinney Capital Management, LLC
INCREASED4,6474,478+169+4%$858.7K$823.0K-$35.6K2026-11-06
Intrua Financial, LLC
DECREASED4,6047,787-3,183-41%$1.5M$815.5K-$677.6K2026-10-28
Davenport & Co LLC
INCREASED4,6014,334+267+6%$831.0K$814.9K-$16.1K2026-10-14
Dynamic Advisor Solutions LLC
INCREASED4,5764,236+340+8%$812.2K$810.5K-$1.7K2026-10-13
Sowell Financial Services LLC
INCREASED4,4674,244+223+5%$813.9K$791.1K-$22.8K2026-10-23
Solutions 4 Wealth, Ltd
DECREASED4,4314,443-120%$851.9K$784.8K-$67.1K2026-11-03
KFG Wealth Management, LLC
INCREASED4,3844,019+365+9%$770.6K$776.5K+$5.9K2026-10-16
Arkansas Financial Group, Inc.
INCREASED4,2224,105+117+3%$787.1K$747.8K-$39.4K2026-10-26
GK Wealth Management LLC
DECREASED4,1965,263-1,067-20%$1.0M$743.1K-$266.1K2026-10-09
Balboa Wealth Partners
DECREASED4,1614,539-378-8%$870.4K$737.0K-$133.4K2026-10-20
Apollon Financial, LLC
INCREASED4,1253,249+876+27%$623.0K$730.5K+$107.5K2026-10-23
Legacy Capital Wealth Partners, LLC
UNCHANGED4,1094,10900%$787.9K$727.7K-$60.2K2026-10-21
Hunter Associates Investment Management LLC
INCREASED4,1012,608+1,493+57%$503.0K$728.0K+$225.0K2026-10-26
Insight Advisors, LLC/ PA
DECREASED4,0034,091-88-2%$784.4K$709.0K-$75.4K2026-10-22
Purus Wealth Management, LLC
INCREASED3,9863,344+642+19%$641.2K$706.0K+$64.8K2026-10-15
Onyx Bridge Wealth Group LLC
INCREASED3,8993,182+717+23%$610.2K$690.5K+$80.3K2026-10-16
Ignite Planners, LLC
INCREASED3,8603,591+269+7%$688.6K$683.7K-$4.9K2026-10-14
Brookstone Capital Management
INCREASED3,8082,463+1,345+55%$472.2K$674.5K+$202.2K2026-10-22
Summit Wealth Group LLC / Co
DECREASED3,8083,818-100%$732.1K$674.5K-$57.6K2026-10-29
Catalyst Investment Management LLC
NEW3,807—+3,807——$674.2K—2026-10-21
Columbus Macro, LLC
DECREASED3,7884,207-419-10%$806.7K$670.9K-$135.8K2026-10-14
Grantvest Financial Group LLC
INCREASED3,7502,787+963+35%$534.5K$664.2K+$129.7K2026-10-21
Capital Square, LLC
DECREASED3,6974,407-710-16%$814.7K$654.9K-$159.8K2026-10-19
KCM Investment Advisors LLC
INCREASED3,6783,551+127+4%$680.9K$651.4K-$29.5K2026-10-27
Revisor Wealth Management LLC
INCREASED3,6393,028+611+20%$580.5K$631.2K+$50.7K2026-10-20
180 Wealth Advisors, LLC
INCREASED3,6273,216+411+13%$616.6K$642.3K+$25.7K2026-11-03
Kraft, Davis & Associates, LLC
INCREASED3,6143,329+285+9%$604.0K$611.1K+$7.1K2026-10-21
Sheets Smith Wealth Management
NEW3,599—+3,599——$637.4K—2026-10-16
Purewater Capital LLC
INCREASED3,5172,782+735+26%$533.4K$622.9K+$89.4K2026-10-23
Intesa Sanpaolo Wealth Management
INCREASED3,5123,342+170+5%$640.8K$622.0K-$18.8K2026-10-28
Certified Advisory Corp
DECREASED3,4824,667-1,185-25%$894.9K$616.7K-$278.1K2026-10-29
MCF Advisors LLC
DECREASED3,3733,475-102-3%$666.4K$597.4K-$69.0K2026-10-28
Salem Investment Counselors Inc
INCREASED3,3653,275+90+3%$628.0K$596.0K-$32.0K2026-10-13
Parsons Capital Management Inc
NEW3,250—+3,250——$575.6K—2026-10-28
Beacon Financial Advisory LLC
INCREASED3,1462,778+368+13%$532.6K$557.2K+$24.6K2026-10-16
Seven Hills Financial, LLC
NEW3,133—+3,133——$554.9K—2026-10-13
TrueWealth Advisors, LLC
INCREASED3,1152,160+955+44%$414.1K$551.6K+$137.5K2026-10-09
Sacks & Associates, LLC
UNCHANGED2,9082,90800%$521.5K$515.1K-$6.4K2026-10-09
Silvia Mccoll Wealth Management, LLC
UNCHANGED2,8752,87500%$551.3K$509.2K-$42.1K2026-10-07
Princeton Global Asset Management LLC
INCREASED2,8682,866+2+0%$549.6K$508.0K-$41.6K2026-10-21
Nilsine Partners, LLC
DECREASED2,8612,959-98-3%$567.4K$506.7K-$60.7K2026-11-02
Annex Advisory Services, LLC
INCREASED2,8472,579+268+10%$494.5K$504.2K+$9.7K2026-10-16
Facet Wealth, Inc.
INCREASED2,8431,985+858+43%$380.6K$503.5K+$122.9K2026-11-04
Lanark Financial, Inc.
DECREASED2,8383,203-365-11%$614.2K$502.7K-$111.5K2026-10-26
Capital Investment Counsel, LLC
INCREASED2,8221,484+1,338+90%$284.6K$499.8K+$215.2K2026-10-14
WealthPlan Investment Management, LLC
DECREASED2,8143,016-202-7%$578.3K$498.4K-$79.9K2026-10-15
Private Trust Co NA
DECREASED2,7952,800-50%$536.9K$495.0K-$41.9K2026-10-20
Richmond Investment Services, LLC
INCREASED2,7152,305+410+18%$441.9K$480.8K+$38.9K2026-10-29
Foguth Wealth Management, Llc.
DECREASED2,6932,720-27-1%$481.7K$457.4K-$24.3K2026-10-19
Total Clarity Wealth Management, Inc.
INCREASED2,6332,483+150+6%$476.0K$466.3K-$9.8K2026-10-26
71 West Capital Partners
NEW2,570—+2,570——$455.2K—2026-11-04
Principle Wealth Partners LLC
INCREASED2,5332,458+75+3%$471.3K$448.6K-$22.7K2026-11-02
Clearstead Advisors, LLC
DECREASED2,5273,026-499-16%$580.3K$447.4K-$132.9K2026-11-06
Share Andrew L.
UNCHANGED2,4902,49000%$477.5K$441.0K-$36.5K2026-11-06
Uptick Partners, LLC
INCREASED2,4292,189+240+11%$419.8K$430.2K+$10.4K2026-11-04
Stirlingshire Investments, Inc.
INCREASED2,3961,518+878+58%$291.0K$424.4K+$133.3K2026-11-05
Financial Partners Group, Inc
DECREASED2,3873,530-1,143-32%$676.9K$422.7K-$254.2K2026-10-19
Cascade Investment Group, Inc.
DECREASED2,3372,355-18-1%$451.6K$413.9K-$37.7K2026-10-13
BFI Infinity Ltd.
DECREASED2,33176,586-74,255-97%$14.7M$412.8K-$14.3M2026-10-16
Wealthcare Capital Management LLC
UNCHANGED2,2822,28200%$437.6K$404.2K-$33.4K2026-10-21
Citizens Financial Group Inc
INCREASED2,2561,834+422+23%$351.7K$399.6K+$47.9K2026-10-23
Advisor OS, LLC
INCREASED2,2251,881+344+18%$360.7K$394.1K+$33.4K2026-11-03
Natural Investments, LLC
INCREASED2,1962,033+163+8%$389.0K$388.9K-$1472026-11-06
Fortune Financial Group, Inc.
INCREASED2,1721,597+575+36%$306.2K$384.7K+$78.5K2026-10-22
4J Wealth Management LLC
UNCHANGED2,1622,16200%$414.6K$382.9K-$31.7K2026-11-02
Factor Wealth Management LTD
DECREASED2,1312,226-95-4%$426.8K$377.4K-$49.4K2026-10-08
One Day In July LLC
INCREASED2,1251,975+150+8%$378.7K$376.4K-$2.3K2026-10-30
Greater Midwest Financial Group, LLC
NEW2,123—+2,123——$376.0K—2026-10-13
Baker Tilly Wealth Management, LLC
NEW2,119—+2,119——$375.3K—2026-10-05
Great Diamond Partners, LLC
INCREASED2,1062,022+84+4%$387.7K$373.0K-$14.7K2026-10-13
Pacific Excel Wealth Advisors, Inc.
NEW2,030—+2,030——$358.5K—2026-10-27
Avidian Wealth Enterprises, LLC
DECREASED2,0042,006-20%$384.7K$355.0K-$29.7K2026-10-08
Valmark Advisers, Inc.
DECREASED1,9943,195-1,201-38%$612.6K$353.2K-$259.4K2026-11-06
Baron Financial Group, LLC
INCREASED1,9291,707+222+13%$327.3K$341.6K+$14.3K2026-10-09
Allworth Financial LP
INCREASED1,9221,065+857+80%$204.2K$368.5K+$164.3K2026-11-06
Strategic Blueprint, LLC
INCREASED1,8771,861+16+1%$356.8K$332.4K-$24.4K2026-10-22
Rossby Financial, LCC
INCREASED1,8621,646+216+13%$315.5K$329.9K+$14.3K2026-11-05
Victory Financial Group, LLC
INCREASED1,8441,499+345+23%$287.4K$326.6K+$39.2K2026-10-27
Allspring Global Investments Holdings, LLC
INCREASED1,8201,650+170+10%$304.8K$332.8K+$28.0K2026-11-04
Rose Capital Advisors LLC
NEW1,815—+1,815——$321.5K—2026-11-04
PNC Financial Services Group, Inc.
DECREASED1,8111,991-180-9%$381.8K$320.7K-$61.0K2026-11-06
Riggs Asset Managment Co. Inc.
DECREASED1,8053,482-1,677-48%$667.7K$319.7K-$348.0K2026-11-05
Private Advisory Group LLC
DECREASED1,7771,843-66-4%$353.4K$314.7K-$38.7K2026-11-06
Creative Financial Designs Inc
INCREASED1,775509+1,266+249%$97.6K$314.4K+$216.8K2026-11-04
NWF Advisory Services Inc.
INCREASED1,7071,697+10+1%$325.4K$302.3K-$23.1K2026-10-19
Mission Wealth Management, LP
INCREASED1,6971,641+56+3%$314.7K$300.6K-$14.1K2026-10-15
Dagco, Inc.
NEW1,670—+1,670——$295.8K—2026-10-20
Adamsbrown Wealth Consultants LLC
DECREASED1,6581,683-25-1%$322.8K$293.7K-$29.1K2026-10-20
Guardian Capital, LLC
INCREASED1,6101,470+140+10%$281.9K$285.1K+$3.3K2026-11-06
Ascentis Independent Advisors
NEW1,606—+1,606——$284.5K—2026-11-03
Trademark Financial Management, LLC
DECREASED1,5942,234-640-29%$428.4K$282.4K-$146.0K2026-10-23
Barrett & Company, Inc.
INCREASED1,5761,532+44+3%$293.8K$279.2K-$14.6K2026-10-22
Boyer Financial Services, Inc.
INCREASED1,5651,483+82+6%$273.1K$277.3K+$4.2K2026-10-23
Chris Bulman Inc
NEW1,563—+1,563——$276.8K—2026-10-20
Trek Financial, LLC
INCREASED1,5381,363+175+13%$261.4K$272.4K+$11.1K2026-10-29
Retirement Planning Group, LLC
DECREASED1,5141,725-211-12%$330.8K$268.1K-$62.6K2026-10-19
Nautilus Advisors LLC
UNCHANGED1,5001,50000%$277.2K$265.7K-$11.6K2026-10-07
B. Riley Wealth Advisors, Inc.
INCREASED1,4871,312+175+13%$247.2K$263.4K+$16.2K2026-10-13
Financial Network Wealth Advisors LLC
INCREASED1,484998+486+49%$191.4K$262.9K+$71.5K2026-10-28
GoalVest Advisory LLC
UNCHANGED1,4651,46500%$280.9K$259.5K-$21.4K2026-10-02
Balefire, LLC
INCREASED1,4621,227+235+19%$235.3K$258.9K+$23.6K2026-10-09
Chicago Partners Investment Group LLC
NEW1,461—+1,461——$237.7K—2026-10-27
US Bancorp \de\
DECREASED1,4426,669-5,227-78%$1.3M$255.4K-$1.0M2026-11-05
Stablepoint Partners, LLC
INCREASED1,4371,435+2+0%$275.2K$254.5K-$20.7K2026-11-03
Puff Wealth Management, LLC
INCREASED1,4041,062+342+32%$203.7K$248.7K+$45.0K2026-10-07
Falcon Wealth Planning
UNCHANGED1,3371,33700%$256.4K$236.8K-$19.6K2026-11-06
Tucker Asset Management LLC
NEW1,256—+1,256——$222.5K—2026-10-29
Hazlett, Burt & Watson, Inc.
UNCHANGED1,2561,25600%$78.2K$15.2K-$63.0K2026-11-04
Altus Wealth Group LLC
INCREASED1,2421,130+112+10%$216.6K$220.0K+$3.4K2026-10-20
Bison Wealth, LLC
INCREASED1,2391,087+152+14%$203.8K$221.4K+$17.6K2026-10-13
World Equity Group, Inc.
DECREASED1,2261,905-679-36%$365.4K$217.2K-$148.1K2026-10-14
Portland Financial Advisors Inc
UNCHANGED1,1921,19200%$228.6K$211.1K-$17.5K2026-10-26
Inspirion Wealth Advisors, LLC
UNCHANGED1,1881,18800%$222.3K$210.3K-$12.0K2026-10-09
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED1,1641,16400%$223.2K$206.2K-$17.0K2026-10-15
Blue Trust, Inc.
INCREASED1,1611,107+54+5%$212.3K$205.7K-$6.6K2026-10-15
Embree Financial Group
NEW1,158—+1,158——$205.0K—2026-10-22
Soltis Investment Advisors LLC
DECREASED1,1521,172-20-2%$224.8K$204.0K-$20.8K2026-10-28
Castleview Partners, LLC
INCREASED1,1451,109+36+3%$212.7K$202.8K-$9.9K2026-10-09
Elevation Point Wealth Partners, LLC
NEW1,140—+1,140——$202.0K—2026-11-05
Kingsbury Capital Investment Advisors LLC
NEW1,130—+1,130——$200.1K—2026-10-20
Manchester Capital Management LLC
INCREASED1,068989+79+8%$189.6K$189.2K-$4662026-10-22
SBI Securities Co., Ltd.
DECREASED1,0502,116-1,066-50%$405.7K$186.0K-$219.8K2026-10-22
Farmers & Merchants Investments Inc
UNCHANGED1,0481,04800%$201.0K$185.6K-$15.3K2026-10-22
Armstrong Advisory Group, Inc
DECREASED96094,143-93,183-99%$18.1M$170.0K-$17.9M2026-10-09
Y.D. More Investments Ltd
INCREASED953303+650+215%$46.1K$157.8K+$111.7K2026-11-02
Jnba Financial Advisors
UNCHANGED92392300%$177.0K$163.5K-$13.5K2026-11-03
Wolff Wiese Magana LLC
INCREASED891889+2+0%$170.5K$157.8K-$12.7K2026-10-15
Gilpin Wealth Management, LLC
INCREASED855747+108+14%$143.2K$151.4K+$8.2K2026-10-09
TrinityBridge Ltd
DECREASED8201,220-400-33%$234.0K$145.0K-$89.0K2026-10-30
Eastern Bank
UNCHANGED66666600%$127.7K$118.0K-$9.8K2026-10-05
Larson Financial Group LLC
INCREASED637156+481+308%$29.9K$112.9K+$83.0K2026-11-05
TD Waterhouse Canada Inc.
UNCHANGED62562500%$116.9K$111.8K-$5.1K2026-10-16
Cape Investment Advisory, Inc.
INCREASED58966+523+792%$12.7K$104.3K+$91.7K2026-10-13
EverSource Wealth Advisors, LLC
INCREASED58497+487+502%$18.6K$103.5K+$84.9K2026-11-04
Pinnacle Bancorp, Inc.
UNCHANGED51951900%$99.5K$91.9K-$7.6K2026-10-21
Arlington Trust Co LLC
INCREASED500250+250+100%$47.9K$88.6K+$40.6K2026-10-20
Foresight Capital Management Advisors, Inc.
NEW446—+446——$79.0K—2026-10-27
Compass Financial Management LLC
DECREASED4421,728-1,286-74%$329.6K$78.3K-$251.3K2026-10-30
Essential Investment Partners LLC
UNCHANGED42542500%$81.5K$75.3K-$6.2K2026-10-27
Jacobi Capital Management LLC
NEW362—+362——$64.1K—2026-11-05
Buck Wealth Strategies, LLC
DECREASED361379-18-5%$72.7K$63.9K-$8.7K2026-10-28
Harel Insurance Investments & Financial Services Ltd.
DECREASED3456,585-6,240-95%$1.2K$62-$1.2K2026-11-02
StrongBox Wealth, LLC
UNCHANGED32532500%$62.3K$57.6K-$4.8K2026-11-02
Balance Wealth Partners LLC
NEW315—+315——$55.8K—2026-10-27
Ascentis Wealth Management, LLC
INCREASED28372+211+293%$13.8K$50.1K+$36.3K2026-11-03
North Star Investment Management Corp.
INCREASED270130+140+108%$24.9K$47.9K+$22.9K2026-10-27
Hilltop National Bank
UNCHANGED26026000%$49.9K$46.0K-$3.8K2026-10-14
LFA - Lugano Financial Advisors SA
NEW259—+259——$45.9K—2026-11-03
Barclays PLC
UNCHANGED25025000%$47.9K$44.3K-$3.7K2026-11-06
Trust Co of Vermont
UNCHANGED24524500%$47.0K$43.4K-$3.6K2026-10-21
Russell Investments Group, Ltd.
DECREASED244315-71-23%$60.4K$43.2K-$17.2K2026-11-06
SJS Investment Consulting Inc.
INCREASED235143+92+64%$27.4K$41.6K+$14.2K2026-10-26
Transce3nd, LLC
NEW233—+233——$39.7K—2026-10-26
Latitude Advisors, LLC
NEW227—+227——$40.2K—2026-10-27
RHL Group, LLC
UNCHANGED22322300%$42.8K$39.6K-$3.2K2026-11-04
Markowski Investments
NEW220—+220——$39.0K—2026-10-30
Root Financial Partners, LLC
NEW206—+206——$36.5K—2026-10-21
Private Wealth Management Group, LLC
NEW165—+165——$29.2K—2026-10-19
Central Trust Co
NEW147—+147——$26.0K—2026-11-05
Evermay Wealth Management LLC
NEW140—+140——$24.8K—2026-11-05
PFS Partners, LLC
DECREASED135140-5-4%$26.9K$23.9K-$2.9K2026-10-21
Rakuten Securities, Inc.
INCREASED130125+5+4%$24.0K$23.0K-$9452026-11-02
Downshift Financial, LLC
UNCHANGED12512500%$24.0K$22.1K-$1.8K2026-10-13
Oakworth Capital, Inc.
UNCHANGED11911900%$22.8K$21.1K-$1.7K2026-10-26
Coston, McIsaac & Partners
NEW111—+111——$19.7K—2026-11-06
Next Level Wealth Planning, LLC
NEW103—+103——$18.2K—2026-10-29
Mascoma Wealth Management LLC
UNCHANGED999900%$19.0K$17.5K-$1.4K2026-10-23
CX Institutional
UNCHANGED828200%$16$14-$22026-10-02
Wilmington Savings Fund Society, FSB
NEW75—+75——$13.3K—2026-10-23
Acumen Wealth Advisors, LLC
UNCHANGED707000%$13.4K$12.4K-$1.0K2026-11-05
Silver Grove Financial Group, Inc.
UNCHANGED707000%$13.4K$12.4K-$1.0K2026-11-05
Signature Resources Capital Management, LLC
INCREASED6963+6+10%$12.1K$12.3K+$1532026-10-16
Archer Investment Corp
UNCHANGED666600%$12.6K$11.7K-$9412026-11-05
Financial Freedom, LLC
NEW64—+64——$11.3K—2026-11-06
Simplex Trading, LLC
DECREASED631,058-995-94%$202.9K$11.2K-$191.7K2026-11-04
Elevated Capital Advisors, LLC
UNCHANGED595900%$11.3K$10.4K-$8642026-11-04
Mather Group, Llc.
UNCHANGED585800%$11.1K$10.3K-$8502026-10-14
Parkside Financial Bank & Trust
UNCHANGED585800%$11.2K$10.3K-$8332026-10-27
Ares Financial Consulting, LLC
UNCHANGED565600%$10.7K$9.9K-$8202026-10-19
Roxbury Financial LLC
UNCHANGED555500%$10.6K$9.8K-$7922026-10-01
Your Advocates Ltd., LLP
UNCHANGED494900%$9.4K$8.7K-$7182026-11-03
CrossGen Wealth, LLC
UNCHANGED424200%$8.1K$7.4K-$6152026-10-30
10Elms LLP
NEW40—+40——$7.1K—2026-11-06
Provenance Wealth Advisors, LLC
NEW35—+35——$6.2K—2026-10-30
Entrust Financial LLC
NEW35—+35——$6.2K—2026-11-04
Dhjj Financial Advisors, Ltd.
UNCHANGED313100%$5.9K$5.5K-$4542026-10-23
MB, Levis & Associates, LLC
DECREASED3035-5-14%$6.7K$5.3K-$1.4K2026-10-16
Murphy & Mullick Capital Management Corp
UNCHANGED303000%$5.8K$5.3K-$4402026-11-02
Cranbrook Wealth Management, LLC
UNCHANGED292900%$5.5K$5.1K-$4192026-10-28
IFS Advisors, LLC
UNCHANGED292900%$5.6K$5.1K-$4242026-10-14
Sunrise Financial Services, LLC
UNCHANGED292900%$5.6K$5.1K-$4252026-10-21
Signaturefd, LLC
UNCHANGED252500%$4.8K$4.4K-$3682026-10-23
Asset Dedication, LLC
INCREASED2110+11+110%$1.9K$3.7K+$1.8K2026-11-03
GHP Investment Advisors, Inc.
UNCHANGED212100%$4.1K$3.8K-$3112026-10-15
Trust Co
INCREASED1710+7+70%$1.9K$3.0K+$1.1K2026-10-09
Team Financial Group, LLC
NEW14—+14——$2.5K—2026-10-30
Lodestone Wealth Management LLC
UNCHANGED121200%$2.3K$2.1K-$1732026-10-14
Avion Wealth
UNCHANGED101000%$1$1$02026-11-04
Concord Wealth Partners
UNCHANGED101000%$1.9K$1.8K-$1472026-11-02
Laurel Wealth Advisors LLC
NEW9—+9——$1.6K—2026-10-27
Accordant Advisory Group Inc
UNCHANGED8800%$1.5K$1.4K-$1172026-10-29
Creative Capital Management Investments LLC
NEW7—+7——$1.2K—2026-10-28
Quaker Wealth Management, LLC
UNCHANGED3300%$576$532-$442026-10-22
Fourpath Capital Management, LLC
CLOSED045,979-45,979-100%$8.8M$0-$8.8M2026-10-19
KPP Advisory Services LLC
CLOSED040,730-40,730-100%$7.8M$0-$7.8M2026-10-26
Smart Wealth LLC
CLOSED016,384-16,384-100%$3.1M$0-$3.1M2026-11-04
Providence First Trust Co
CLOSED08,017-8,017-100%$1.5M$0-$1.5M2026-11-02
FIG Financial Advisory Services Inc
CLOSED07,863-7,863-100%$1.5M$0-$1.5M2026-10-07
Fortis Group Advisors, LLC
CLOSED07,646-7,646-100%$1.5M$0-$1.5M2026-11-06
Scarborough Advisors, LLC
CLOSED07,125-7,125-100%$1.3M$0-$1.3M2026-10-16
Mezzasalma Advisors, LLC
CLOSED04,711-4,711-100%$903.3K$0-$903.3K2026-10-14
FSA Wealth Partners, Inc.
CLOSED03,797-3,797-100%$728.1K$0-$728.1K2026-10-26
Kestra Investment Management, LLC
CLOSED02,742-2,742-100%$525.8K$0-$525.8K2026-11-04
Belvedere Trading LLC
CLOSED02,662-2,662-100%$510.4K$0-$510.4K2026-11-05
Mattern Wealth Management LLC
CLOSED02,000-2,000-100%$383.5K$0-$383.5K2026-11-04
Meridian Wealth Management, LLC
CLOSED01,938-1,938-100%$371.7K$0-$371.7K2026-11-05
Tempus Wealth Planning, LLC
CLOSED01,486-1,486-100%$284.9K$0-$284.9K2026-10-14
HBK Sorce Advisory LLC
CLOSED01,437-1,437-100%$268.2K$0-$268.2K2026-11-06
Venture Visionary Partners LLC
CLOSED01,217-1,217-100%$233.4K$0-$233.4K2026-10-07
Beaumont Financial Advisors, LLC
CLOSED01,109-1,109-100%$212.7K$0-$212.7K2026-10-22
Everest Financial Group LLC
CLOSED01,070-1,070-100%$205.2K$0-$205.2K2026-11-06
Institute for Wealth Management, Llc.
CLOSED0555-555-100%$106.4K$0-$106.4K2026-11-06
Founders Capital Management
CLOSED0202-202-100%$38.7K$0-$38.7K2026-10-13
Sims Investment Management, LLC
CLOSED0142-142-100%$27.2K$0-$27.2K2026-10-13
AdvisorNet Financial, Inc
CLOSED0134-134-100%$25.6K$0-$25.6K2026-10-15
GFS Advisors, LLC
CLOSED0130-130-100%$566.9K$0-$566.9K2026-11-03
Spectrum Wealth Advisory Group, LLC
CLOSED051-51-100%$9.8K$0-$9.8K2026-10-29
Decker Retirement Planning Inc.
CLOSED042-42-100%$8.1K$0-$8.1K2026-10-19
LifeSteps Financial, Inc.
CLOSED040-40-100%$7.7K$0-$7.7K2026-10-15
Burk Holdings LLC
CLOSED026-26-100%$5.0K$0-$5.0K2026-11-05
Go Invest LLC
CLOSED023-23-100%$4.5K$0-$4.5K2026-10-09
Lloyd Advisory Services, Llc.
CLOSED017-17-100%$3.3K$0-$3.3K2026-11-02
Vermillion Wealth Management, Inc.
CLOSED012-12-100%$2.3K$0-$2.3K2026-10-26
IAG Wealth Partners, LLC
CLOSED09-9-100%$1.7K$0-$1.7K2026-11-06
Bear Mountain Capital, Inc.
CLOSED06-6-100%$1.1K$0-$1.1K2026-11-04
IMG Wealth Management, Inc.
CLOSED01-1-100%$192$0-$1922026-10-27
Morgan Stanley
N/A—3,760,565-3,760,565-100%$721.1M———
Bank of America Corp
N/A—2,429,772-2,429,772-100%$465.9M———
UBS Group AG
N/A—1,977,757-1,977,757-100%$379.2M———
Wells Fargo & Company
N/A—1,750,214-1,750,214-100%$335.6M———
Raymond James Financial Inc
N/A—1,298,789-1,298,789-100%$249.0M———
Ameriprise Financial Inc
N/A—1,164,931-1,164,931-100%$224.9M———
Prudential PLC
N/A—809,658-809,658-100%$155.3M———
Clal Insurance Enterprises Holdings Ltd
N/A—752,000-752,000-100%$144.2M———
Cetera Investment Advisers
N/A—750,476-750,476-100%$143.9M———
Royal Bank of Canada
N/A—560,280-560,280-100%$107.4M———
Envestnet Asset Management Inc
N/A—430,096-430,096-100%$82.5M———
FIL Ltd
N/A—419,130-419,130-100%$80.4M———
Osaic Holdings, Inc.
N/A—412,623-412,623-100%$79.2M———
HighTower Advisors, LLC
N/A—389,588-389,588-100%$74.7M———
Northwestern Mutual Wealth Management Co
N/A—386,989-386,989-100%$74.2M———
Jones Financial Companies Lllp
N/A—349,709-349,709-100%$64.7M———
Stifel Financial Corp
N/A—339,050-339,050-100%$65.0M———
MML Investors Services, LLC
N/A—290,878-290,878-100%$55.8M———
Treasurer of the State of North Carolina
N/A—259,526-259,526-100%$49.8M———
Jane Street Group, LLC
N/A—200,107-200,107-100%$38.4M———
JPMorgan Chase & Co
N/A—152,861-152,861-100%$28.8M———
Captrust Financial Advisors
N/A—146,059-146,059-100%$28.0M———
Old Mission Capital LLC
N/A—134,553-134,553-100%$25.8M———
Janney Montgomery Scott LLC
N/A—132,622-132,622-100%$25.4M———
Edmond de Rothschild Holding S.A.
N/A—131,570-131,570-100%$25.2M———
Goldman Sachs Group Inc
N/A—120,136-120,136-100%$23.0M———
Presidio Capital Management, LLC
N/A—116,384-116,384-100%$22.3M———
Private Advisor Group, LLC
N/A—114,667-114,667-100%$22.0M———
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A—111,625-111,625-100%$21.5M———
First Trust Advisors LP
N/A—100,495-100,495-100%$19.3M———
Equitable Holdings, Inc.
N/A—97,712-97,712-100%$18.7M———
NewEdge Advisors, LLC
N/A—94,748-94,748-100%$18.2M———
CacheTech Inc.
N/A—93,509-93,509-100%$17.9M———
Adams Wealth Management
N/A—87,135-87,135-100%$16.7M———
Van Eck Associates Corp
N/A—87,050-87,050-100%$16.7M———
Nan Shan Life Insurance Co., Ltd.
N/A—86,788-86,788-100%$16.6M———
Steward Partners Investment Advisory, LLC
N/A—84,636-84,636-100%$16.2M———
Snowden Capital Advisors LLC
N/A—83,910-83,910-100%$16.1M———
360 Financial, Inc.
N/A—80,992-80,992-100%$15.5M———
Maniro Ltd
N/A—71,067-71,067-100%$13.6M———
Modern Wealth Management, LLC
N/A—70,671-70,671-100%$13.6M———
Baird Financial Group, Inc.
N/A—69,831-69,831-100%$13.4M———
Rockefeller Capital Management L.P.
N/A—68,169-68,169-100%$13.1M———
Black Swift Group, LLC
N/A—65,022-65,022-100%$12.5M———
Federation des caisses Desjardins du Quebec
N/A—61,307-61,307-100%$11.8M———
Moneta Group Investment Advisors LLC
N/A—52,020-52,020-100%$10.0M———
Kingsview Wealth Management, LLC
N/A—51,767-51,767-100%$9.9M———
PFG Investments, LLC
N/A—49,150-49,150-100%$9.4M———
Harbour Investments, Inc.
N/A—47,918-47,918-100%$9.2M———
Arax Advisory Partners
N/A—47,723-47,723-100%$9.2M———
Alaska Permanent Capital Management, LLC
N/A—46,566-46,566-100%$8.9M———
Bogart Wealth, LLC
N/A—44,008-44,008-100%$8.4M———
Rathbones Group PLC
N/A—42,600-42,600-100%$8.2M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—41,257-41,257-100%$7.9M———
MAI Capital Management
N/A—41,162-41,162-100%$7.9M———
Sky-Mountain Capital Management, Inc.
N/A—39,224-39,224-100%$7.5M———
Stratos Wealth Partners, Ltd.
N/A—38,943-38,943-100%$7.5M———
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A—37,976-37,976-100%$7.3M———
Waverly Advisors, LLC
N/A—36,379-36,379-100%$7.0M———
&partners
N/A—35,499-35,499-100%$6.8M———
Trivium Point Advisory, LLC
N/A—35,350-35,350-100%$6.8M———
PCG Wealth Advisors, LLC
N/A—33,940-33,940-100%$6.5M———
Private Wealth Advisors, LLC
N/A—33,567-33,567-100%$6.4M———
SageGuard Financial Group, LLC
N/A—33,161-33,161-100%$6.4M———
WCG Wealth Advisors LLC
N/A—31,171-31,171-100%$6.0M———
Graney & King, LLC
N/A—30,864-30,864-100%$5.9M———
Sanctuary Advisors, LLC
N/A—30,669-30,669-100%$5.9M———
N.E.W. Advisory Services LLC
N/A—29,643-29,643-100%$5.7M———
Kickstand Ventures, Llc.
N/A—29,197-29,197-100%$5.6M———
Norris Financial Group, LLC
N/A—28,249-28,249-100%$5.4M———
Owen LaRue, LLC
N/A—26,584-26,584-100%$5.1M———
Oxford Wealth Group, LLC
N/A—25,848-25,848-100%$5.0M———
Gladstone Institutional Advisory LLC
N/A—25,801-25,801-100%$4.9M———
AE Wealth Management LLC
N/A—25,582-25,582-100%$4.9M———
Mutual Advisors, LLC
N/A—25,548-25,548-100%$4.9M———
Dunhill Financial, LLC
N/A—25,386-25,386-100%$4.8M———
Mariner, LLC
N/A—25,303-25,303-100%$4.9M———
Migdal Insurance & Financial Holdings Ltd.
N/A—25,078-25,078-100%$4.7M———
Hamilton Wealth, LLC
N/A—24,843-24,843-100%$4.8M———
Benjamin Edwards Inc
N/A—24,340-24,340-100%$4.7M———
Concorde Asset Management, LLC
N/A—23,869-23,869-100%$4.6M———
Great Valley Advisor Group, Inc.
N/A—23,603-23,603-100%$4.5M———
Insigneo Advisory Services, LLC
N/A—23,521-23,521-100%$4.5M———
Cumberland Partners Ltd
N/A—22,596-22,596-100%$4.3M———
Empowered Funds, LLC
N/A—22,174-22,174-100%$4.3M———
GTS Securities LLC
N/A—21,540-21,540-100%$4.1M———
HighPoint Advisor Group LLC
N/A—21,210-21,210-100%$4.1M———
Principal Securities, Inc.
N/A—20,716-20,716-100%$4.0M———
Focus Partners Wealth
N/A—20,370-20,370-100%$3.9M———
Integrated Wealth Concepts LLC
N/A—19,921-19,921-100%$3.8M———
Bank of Montreal
N/A—19,328-19,328-100%$3.7M———
Summit Financial, LLC
N/A—17,993-17,993-100%$3.5M———
Focus Partners Advisor Solutions, LLC
N/A—17,907-17,907-100%$3.4M———
Blair William & Co
N/A—17,800-17,800-100%$3.4M———
Alaska Wealth Advisors, LLC
N/A—17,700-17,700-100%$3.4M———
Forefront Wealth Partners, LLC
N/A—17,172-17,172-100%$3.3M———
Alliancebernstein L.P.
N/A—17,073-17,073-100%$2.8M———
Arkadios Wealth Advisors
N/A—16,947-16,947-100%$3.2M———
CIBC World Market Inc.
N/A—16,632-16,632-100%$3.2M———
Manufacturers Life Insurance Company, the
N/A—15,990-15,990-100%$3.1M———
Gallagher Fiduciary Advisors, LLC
N/A—15,537-15,537-100%$3.0M———
Gateway Wealth Partners, LLC
N/A—14,080-14,080-100%$2.7M———
Liberty One Investment Management, LLC
N/A—13,786-13,786-100%$2.6M———
Provident Co of the Employees of the Hebrew University LTD
N/A—13,578-13,578-100%$2.6M———
Ameritas Advisory Services, LLC
N/A—13,525-13,525-100%$2.6M———
Thoroughbred Financial Services, LLC
N/A—12,986-12,986-100%$2.5M———
Wiser Advisor Group LLC
N/A—12,767-12,767-100%$2.4M———
Dakota Wealth Management
N/A—12,301-12,301-100%$2.4M———
Natixis Advisors, LLC
N/A—10,865-10,865-100%$2.1M———
Alpha Financial Partners LLC
N/A—10,096-10,096-100%$1.9M———
Alexis Investment Partners, LLC
N/A—9,804-9,804-100%$1.8M———
Marshall Investment Management, LLC
N/A—9,704-9,704-100%$1.9M———
Tradition Wealth Management, LLC
N/A—9,503-9,503-100%$1.8M———
Foundations Investment Advisors, LLC
N/A—9,276-9,276-100%$1.8M———
Legacy Wealth Managment, LLC
N/A—8,994-8,994-100%$1.7M———
LeClair Wealth Partners LLC
N/A—8,767-8,767-100%$1.7M———
Benson Wealth Management Inc
N/A—8,574-8,574-100%$1.6M———
Elequin Capital, LP
N/A—8,281-8,281-100%$1.6M———
Seaview Investment Managers LLC
N/A—8,255-8,255-100%$1.6M———
Cedrus Wealth Group LLC
N/A—8,242-8,242-100%$1.6M———
Arrowroot Family Office, LLC
N/A—8,208-8,208-100%$1.6M———
Proactive Wealth Strategies LLC
N/A—7,906-7,906-100%$1.5M———
FMR LLC
N/A—7,844-7,844-100%$1.5M———
Banque Transatlantique SA
N/A—7,715-7,715-100%$1.5M———
Kovack Advisors, Inc.
N/A—7,675-7,675-100%$1.5M———
OneDigital Investment Advisors LLC
N/A—7,540-7,540-100%$1.4M———
Concentrum Wealth Management
N/A—7,527-7,527-100%$1.4M———
IHT Wealth Management, LLC
N/A—7,338-7,338-100%$1.4M———
Western Wealth Management, LLC
N/A—7,264-7,264-100%$1.4M———
Smith, Moore & Co.
N/A—7,197-7,197-100%$1.4M———
Wealthspan Partners, LLC
N/A—7,196-7,196-100%$1.4M———
CreativeOne Wealth, LLC
N/A—7,054-7,054-100%$1.4M———
Advisory Services Network, LLC
N/A—6,782-6,782-100%$1.3M———
Greenwich Wealth Management LLC
N/A—6,691-6,691-100%$1.3M———
Keystone Financial Group
N/A—6,568-6,568-100%$1.3M———
Sonoma Allocations LLC
N/A—6,544-6,544-100%$1.2M———
IFG Advisory, LLC
N/A—6,236-6,236-100%$1.2M———
Ausdal Financial Partners, Inc.
N/A—6,176-6,176-100%$1.2M———
Pinnacle Financial Partners, Inc.
N/A—6,116-6,116-100%$1.2M———
Sequent Planning LLC
N/A—6,025-6,025-100%$1.2M———
Rehmann Capital Advisory Group
N/A—5,884-5,884-100%$1.1M———
Beacon Pointe Advisors, LLC
N/A—5,771-5,771-100%$1.1M———
Intellectus Partners, LLC
N/A—5,705-5,705-100%$1.1M———
Maridea Wealth Management LLC
N/A—5,704-5,704-100%$1.1M———
Wealth Watch Advisors, Inc
N/A—5,524-5,524-100%$1.1M———
Savvy Advisors, Inc.
N/A—5,332-5,332-100%$1.0M———
Symphony Financial Services, Inc.
N/A—5,301-5,301-100%$1.0M———
Brown Advisory Inc
N/A—5,246-5,246-100%$1.0M———
Strategic Financial Concepts, LLC
N/A—5,058-5,058-100%$969.8K———
AQR Capital Management LLC
N/A—4,929-4,929-100%$945.2K———
Mercer Global Advisors Inc
N/A—4,762-4,762-100%$913.0K———
Per Stirling Capital Management, Llc.
N/A—4,734-4,734-100%$907.7K———
Aptus Capital Advisors, LLC
N/A—4,640-4,640-100%$889.7K———
Astoria Portfolio Advisors Llc.
N/A—4,462-4,462-100%$855.5K———
Mason & Associates Inc
N/A—4,318-4,318-100%$828.0K———
SGL Investment Advisors, Inc.
N/A—4,298-4,298-100%$795.9K———
OneAscent Financial Services LLC
N/A—4,215-4,215-100%$808.2K———
Nomura Asset Management Co LTD
N/A—4,182-4,182-100%$801.9K———
Stephens Inc
N/A—4,155-4,155-100%$796.7K———
Calton & Associates, Inc.
N/A—4,129-4,129-100%$791.8K———
Continuum Advisory, LLC
N/A—3,817-3,817-100%$731.9K———
Allianz Asset Management GmbH
N/A—3,700-3,700-100%$709.5K———
Resurgent Financial Advisors LLC
N/A—3,629-3,629-100%$695.9K———
Silver OAK Securities, Incorporated
N/A—3,614-3,614-100%$693.0K———
Global Retirement Partners, LLC
N/A—3,605-3,605-100%$691.3K———
Madison Wealth Partners, Inc
N/A—3,532-3,532-100%$677.3K———
Rothschild Wealth LLC
N/A—3,472-3,472-100%$665.8K———
Scotia Capital Inc.
N/A—3,425-3,425-100%$656.7K———
FSB Premier Wealth Management, Inc.
N/A—3,306-3,306-100%$633.9K———
Cresset Asset Management, LLC
N/A—3,286-3,286-100%$630.2K———
FWL Investment Management, LLC
N/A—3,253-3,253-100%$623.8K———
Belpointe Asset Management LLC
N/A—3,197-3,197-100%$613.1K———
Quantum Portfolio Management LLC
N/A—3,148-3,148-100%$603.6K———
Kapstone Financial Advisors LLC
N/A—3,003-3,003-100%$575.9K———
Perennial Investment Advisors, LLC
N/A—2,992-2,992-100%$574.0K———
CI Investments Inc.
N/A—2,977-2,977-100%$570.8K———
Everstar Asset Management, LLC
N/A—2,923-2,923-100%$560.5K———
Garden State Investment Advisory Services LLC
N/A—2,798-2,798-100%$536.5K———
Impact Partnership Wealth, LLC
N/A—2,785-2,785-100%$534.0K———
Franklin Resources Inc
N/A—2,718-2,718-100%$521.2K———
Fiduciary Financial Advisors
N/A—2,613-2,613-100%$501.0K———
Cerity Partners LLC
N/A—2,596-2,596-100%$497.7K———
Palisades Hudson Asset Management, L.P.
N/A—2,565-2,565-100%$492.0K———
Wealth Management Associates, Inc.
N/A—2,559-2,559-100%$490.7K———
Greykasell Wealth Strategies, Inc.
N/A—2,512-2,512-100%$481.8K———
JT Stratford LLC
N/A—2,489-2,489-100%$477.3K———
Johnson Investment Counsel Inc
N/A—2,470-2,470-100%$473.6K———
Regal Investment Advisors LLC
N/A—2,421-2,421-100%$464.2K———
Barnes Pettey Financial Advisors, LLC
N/A—2,405-2,405-100%$461.2K———
Entelevest, LLC
N/A—2,372-2,372-100%$454.8K———
Index Technologies Group LLC
N/A—2,346-2,346-100%$449.8K———
Geneos Wealth Management Inc.
N/A—2,322-2,322-100%$445.2K———
EP Wealth Advisors, LLC
N/A—2,268-2,268-100%$435.0K———
Cofg Advisors, LLC
N/A—2,045-2,045-100%$392.2K———
Cary Street Partners Financial LLC
N/A—2,000-2,000-100%$383.5K———
Bluespring Wealth Management, LLC
N/A—1,998-1,998-100%$383.1K———
MJP Associates Inc
N/A—1,881-1,881-100%$360.7K———
Essex Financial Services, Inc.
N/A—1,812-1,812-100%$347.5K———
Barometer Capital Management Inc.
N/A—1,800-1,800-100%$345.2K———
Voya Financial Advisors, Inc.
N/A—1,798-1,798-100%$338.7K———
Tudor Investment Corp ET AL
N/A—1,785-1,785-100%$342.3K———
Keating Financial Advisory Services, Inc.
N/A—1,717-1,717-100%$329.2K———
Twin Peaks Wealth Advisors, LLC
N/A—1,713-1,713-100%$328.5K———
Capital Analysts, LLC
N/A—1,713-1,713-100%$328.0K———
Ameritas Investment Partners, Inc.
N/A—1,712-1,712-100%$328.4K———
Fortis Capital Advisors, LLC
N/A—1,678-1,678-100%$321.8K———
Fortress Private Ledger, LLC
N/A—1,595-1,595-100%$305.8K———
Berkeley Capital Partners, LLC
N/A—1,589-1,589-100%$304.7K———
UBS Asset Management Americas LLC
N/A—1,554-1,554-100%$298.0K———
Clarendon Private LLC
N/A—1,539-1,539-100%$295.1K———
Centaurus Financial, Inc.
N/A—1,535-1,535-100%$294.0K———
Icon Wealth Advisors, LLC
N/A—1,507-1,507-100%$288.9K———
Waterloo Capital, L.P.
N/A—1,484-1,484-100%$284.6K———
Betterment LLC
N/A—1,483-1,483-100%$284.0K———
Gentry Private Wealth, LLC
N/A—1,465-1,465-100%$280.9K———
Van Diest Capital, LLC
N/A—1,456-1,456-100%$279.3K———
Stratos Wealth Advisors, LLC
N/A—1,426-1,426-100%$273.5K———
Tudor Financial Inc.
N/A—1,337-1,337-100%$256.3K———
NewEdge Wealth, LLC
N/A—1,285-1,285-100%$246.4K———
Independent Advisor Alliance
N/A—1,255-1,255-100%$240.6K———
Innovative Asset Advisors Group, LLC
N/A—1,231-1,231-100%$236.0K———
Fiduciary Trust Co
N/A—1,198-1,198-100%$229.7K———
Xcelsior Advisor Partners LLC
N/A—1,184-1,184-100%$226.9K———
Envestnet Portfolio Solutions, Inc.
N/A—1,181-1,181-100%$226.5K———
Pathstone Holdings, LLC
N/A—1,131-1,131-100%$216.8K———
Medallion Wealth Advisors, LLC
N/A—1,112-1,112-100%$213.2K———
Huntington National Bank
N/A—1,100-1,100-100%$210.9K———
Westfuller Advisors, LLC
N/A—1,086-1,086-100%$208.3K———
Quantinno Capital Management LP
N/A—1,086-1,086-100%$208.2K———
Oder Investment Management, LLC
N/A—1,068-1,068-100%$204.8K———
Traction Financial Partners, LLC
N/A—1,047-1,047-100%$200.8K———
JTC Employer Solutions Trustee Ltd
N/A—1,016-1,016-100%$195.0K———
TD Capital Management LLC
N/A—926-926-100%$177.6K———
Ogorek Anthony Joseph
N/A—889-889-100%$170.0K———
Ritter Daniher Financial Advisory LLC / de
N/A—840-840-100%$161.1K———
Ameriflex Group, Inc.
N/A—797-797-100%$152.8K———
BFC Planning, Inc.
N/A—678-678-100%$130.0K———
Operose Advisors LLC
N/A—612-612-100%$117.3K———
NI Acquisitions Company, LLC
N/A—590-590-100%$113.1K———
Osbon Capital Management LLC
N/A—579-579-100%$111.0K———
Ancora Advisors LLCA
N/A—570-570-100%$109.3K———
Main Management LLC
N/A—521-521-100%$100.0K———
Truvestments Capital LLC
N/A—459-459-100%$88.0K———
Bravera Wealth
N/A—455-455-100%$87.2K———
Rothschild Investment LLC
N/A—450-450-100%$86.3K———
Atlantic Union Bankshares Corp
N/A—341-341-100%$65.4K———
Basecamp Wealth Advisors LLC
N/A—323-323-100%$62.0K———
WealthCollab, LLC
N/A—303-303-100%$58.1K———
O'shaughnessy Asset Management, LLC
N/A—280-280-100%$53.7K———
JDM Financial Group LLC
N/A—206-206-100%$39.5K———
Nalls Sherbakoff Group, LLC
N/A—200-200-100%$38.4K———
BlackRock, Inc.
N/A—179-179-100%$34.3K———
Regatta Research & Money Management
N/A—175-175-100%$33.5K———
SHP Wealth Management
N/A—173-173-100%$33.2K———
Vision Retirement, LLC
N/A—146-146-100%$28.0K———
Front Row Advisors LLC
N/A—133-133-100%$24.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—114-114-100%$21.9K———
Financial Gravity Companies, Inc.
N/A—108-108-100%$20.7K———
Smartleaf Asset Management LLC
N/A—93-93-100%$17.5K———
Bellevue Asset Management, LLC
N/A—90-90-100%$17.3K———
Park Square Financial Group, LLC
N/A—66-66-100%$12.7K———
Purpose Unlimited Inc.
N/A—57-57-100%$11.1K———
Hantz Financial Services, Inc.
N/A—33-33-100%$6———
Mpwm Advisory Solutions, LLC
N/A—32-32-100%$6.2K———
Heritage Wealth Advisors
N/A—27-27-100%$5.1K———
Bernard Wealth Management Corp.
N/A—25-25-100%$4.8K———
LRI Investments, LLC
N/A—8-8-100%$1.5K———
Hollencrest Capital Management
N/A—8-8-100%$1.5K———
Richard W. Paul & Associates, LLC
N/A—5-5-100%$959———
Ankerstar Wealth, LLC
N/A—3-3-100%$579———
Dogwood Wealth Management LLC
N/A—2-2-100%$384———
Showing 680 of 680 institutions