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First Trust Rising Dividend (RDVY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
INCREASED
Shares5,720,865 from 5,668,806
Change+52,059 (+1%)
Value$447.9M (-$11.6M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares3,752,738 from 3,454,180
Change+298,558 (+9%)
Value$293.8M (+$13.8M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares2,904,730 from 2,761,957
Change+142,773 (+5%)
Value$227.4M (+$3.5M)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares1,747,626 from 1,796,860
Change-49,234 (-3%)
Value$136.8M (-$8.8M)
Filed 2026-10-30
Prospera Financial Services Inc
INCREASED
Shares1,154,687 from 1,105,561
Change+49,126 (+4%)
Value$91.4M (+$1.8M)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
INCREASED
Shares1,017,083 from 961,997
Change+55,086 (+6%)
Value$79.6M (+$1.6M)
Filed 2026-10-30
Csenge Advisory Group
DECREASED
Shares999,638 from 1,066,840
Change-67,202 (-6%)
Value$78.3M (-$8.2M)
Filed 2026-11-04
D.A. Davidson & Co.
DECREASED
Shares956,176 from 977,097
Change-20,921 (-2%)
Value$74.9M (-$4.3M)
Filed 2026-10-28
Elevation Point Wealth Partners, LLC
INCREASED
Shares798,520 from 504,374
Change+294,146 (+58%)
Value$62.5M (+$21.6M)
Filed 2026-11-05
Koshinski Asset Management, Inc.
INCREASED
Shares707,267 from 573,639
Change+133,628 (+23%)
Value$55.4M (+$8.9M)
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares609,986 from 577,642
Change+32,344 (+6%)
Value$48.5M (+$2.1M)
Filed 2026-10-13
RVW Wealth, LLC
INCREASED
Shares596,440 from 586,906
Change+9,534 (+2%)
Value$46.7M (-$879.3K)
Filed 2026-10-06
Concurrent Investment Advisors, LLC
INCREASED
Shares568,548 from 346,073
Change+222,475 (+64%)
Value$44.5M (+$16.5M)
Filed 2026-10-16
Financial Partners Group, Inc
INCREASED
Shares552,438 from 542,375
Change+10,063 (+2%)
Value$43.3M (-$714.5K)
Filed 2026-10-19
Citigroup Inc
INCREASED
Shares529,973 from 489,448
Change+40,525 (+8%)
Value$41.5M (+$1.8M)
Filed 2026-11-04
First Heartland Consultants, Inc.
INCREASED
Shares510,462 from 488,517
Change+21,945 (+4%)
Value$40.0M (+$364.9K)
Filed 2026-10-08
Horizon Advisory Services, Inc.
DECREASED
Shares510,319 from 523,280
Change-12,961 (-2%)
Value$40.0M (-$2.5M)
Filed 2026-10-29
Rise Advisors, LLC
INCREASED
Shares502,526 from 490,602
Change+11,924 (+2%)
Value$39.3M (-$425.4K)
Filed 2026-10-16
VestGen Advisors, LLC
DECREASED
Shares416,864 from 429,740
Change-12,876 (-3%)
Value$32.6M (-$2.2M)
Filed 2026-10-27
US Bancorp \de\
INCREASED
Shares412,843 from 406,393
Change+6,450 (+2%)
Value$32.3M (-$628.5K)
Filed 2026-11-05
Park National Corp
DECREASED
Shares402,324 from 403,681
Change-1,357 (0%)
Value$31.5M (-$1.2M)
Filed 2026-10-05
Next Level Private LLC
INCREASED
Shares392,457 from 378,597
Change+13,860 (+4%)
Value$30.7M (+$36.4K)
Filed 2026-10-20
Hobart Private Capital, LLC
DECREASED
Shares381,720 from 428,601
Change-46,881 (-11%)
Value$29.9M (-$4.9M)
Filed 2026-10-19
Independent Financial Group, LLC
INCREASED
Shares364,024 from 357,875
Change+6,149 (+2%)
Value$28.5M (-$509.9K)
Filed 2026-10-13
Crumly & Associates Inc.
INCREASED
Shares346,312 from 322,777
Change+23,535 (+7%)
Value$27.1M (+$948.5K)
Filed 2026-10-07
Integrity Wealth Advisors, Inc.
NEW
Shares305,865
Change+305,865
Value$23.9M
Filed 2026-10-29
Flagship Harbor Advisors, LLC
INCREASED
Shares296,516 from 184,471
Change+112,045 (+61%)
Value$23.2M (+$8.3M)
Filed 2026-10-26
Howard Financial Services, Ltd.
INCREASED
Shares292,508 from 283,158
Change+9,350 (+3%)
Value$22.9M (-$52.4K)
Filed 2026-10-15
Key Client Fiduciary Advisors, LLC
DECREASED
Shares282,820 from 285,320
Change-2,500 (-1%)
Value$22.1M (-$986.1K)
Filed 2026-10-19
Sentinel Advisory Group, LLC
INCREASED
Shares280,657 from 275,966
Change+4,691 (+2%)
Value$22.0M (-$397.2K)
Filed 2026-10-20
Oppenheimer & Co Inc
INCREASED
Shares277,076 from 267,847
Change+9,229 (+3%)
Value$21.7M (-$19.4K)
Filed 2026-10-26
tru Independence LLC
DECREASED
Shares258,466 from 260,568
Change-2,102 (-1%)
Value$20.2M (-$886.3K)
Filed 2026-10-20
Chris Bulman Inc
INCREASED
Shares253,773 from 233,836
Change+19,937 (+9%)
Value$19.9M (+$913.3K)
Filed 2026-10-20
Avaii Wealth Management, LLC
DECREASED
Shares251,511 from 251,696
Change-185 (0%)
Value$19.9M (-$480.3K)
Filed 2026-10-09
Commonwealth Financial Services, LLC
DECREASED
Shares248,216 from 324,066
Change-75,850 (-23%)
Value$19.4M (-$6.8M)
Filed 2026-10-20
Sigma Planning Corp
DECREASED
Shares248,120 from 252,822
Change-4,702 (-2%)
Value$19.4M (-$1.1M)
Filed 2026-10-23
Redhawk Wealth Advisors, Inc.
DECREASED
Shares246,762 from 266,232
Change-19,470 (-7%)
Value$19.3M (-$2.3M)
Filed 2026-10-14
Golden State Wealth Management, LLC
INCREASED
Shares233,234 from 116,217
Change+117,017 (+101%)
Value$18.3M (+$8.8M)
Filed 2026-11-02
Assetmark, Inc
INCREASED
Shares233,070 from 184,763
Change+48,307 (+26%)
Value$18.2M (+$3.3M)
Filed 2026-10-21
J.W. Cole Advisors, Inc.
INCREASED
Shares228,040 from 193,707
Change+34,333 (+18%)
Value$17.9M (+$2.2M)
Filed 2026-11-05
Daymark Wealth Partners, LLC
DECREASED
Shares227,641 from 241,606
Change-13,965 (-6%)
Value$17.8M (-$1.8M)
Filed 2026-11-04
Brookstone Capital Management
INCREASED
Shares225,896 from 205,160
Change+20,736 (+10%)
Value$17.7M (+$1.1M)
Filed 2026-10-22
Walkner Condon Financial Advisors LLC
INCREASED
Shares223,549 from 218,305
Change+5,244 (+2%)
Value$17.5M (-$194.2K)
Filed 2026-11-02
Beacon Financial Group
DECREASED
Shares220,457 from 222,060
Change-1,603 (-1%)
Value$17.3M (-$740.6K)
Filed 2026-10-19
Summit Wealth Group LLC / Co
INCREASED
Shares218,990 from 216,558
Change+2,432 (+1%)
Value$17.1M (-$409.4K)
Filed 2026-10-29
Juno Financial Group LLC
DECREASED
Shares218,321 from 224,835
Change-6,514 (-3%)
Value$17.1M (-$1.1M)
Filed 2026-10-27
Pinnacle Associates LTD
INCREASED
Shares214,387 from 211,788
Change+2,599 (+1%)
Value$16.8M (-$383.2K)
Filed 2026-10-20
Davenport & Co LLC
INCREASED
Shares213,154 from 195,511
Change+17,643 (+9%)
Value$16.7M (+$839.7K)
Filed 2026-10-14
WealthCare Investment Partners, LLC
INCREASED
Shares206,786 from 71,866
Change+134,920 (+188%)
Value$16.2M (+$10.4M)
Filed 2026-11-05
Spectrum Wealth Advisory Group, LLC
DECREASED
Shares200,540 from 214,395
Change-13,855 (-6%)
Value$15.7M (-$1.7M)
Filed 2026-10-29
Rockport Wealth LLC
INCREASED
Shares196,158 from 137,702
Change+58,456 (+42%)
Value$15.4M (+$4.2M)
Filed 2026-11-03
GSG Advisors LLC
INCREASED
Shares194,440 from 194,151
Change+289 (+0%)
Value$15.2M (-$515.1K)
Filed 2026-11-03
HBW Advisory Services LLC
INCREASED
Shares194,165 from 174,558
Change+19,607 (+11%)
Value$15.2M (+$1.1M)
Filed 2026-10-15
Mainsail Financial Group, LLC
DECREASED
Shares193,425 from 196,615
Change-3,190 (-2%)
Value$15.1M (-$794.3K)
Filed 2026-10-23
Cornerstone Wealth Management, LLC
INCREASED
Shares189,156 from 177,837
Change+11,319 (+6%)
Value$14.8M (+$393.6K)
Filed 2026-11-04
AJ Advisors, LLC
INCREASED
Shares189,049 from 180,710
Change+8,339 (+5%)
Value$14.8M (+$152.3K)
Filed 2026-10-29
Ascentis Independent Advisors
NEW
Shares186,543
Change+186,543
Value$14.6M
Filed 2026-11-03
Wagner Wealth Management, LLC
INCREASED
Shares185,929 from 183,014
Change+2,915 (+2%)
Value$14.6M (-$278.7K)
Filed 2026-10-21
Atria Investments, Inc
INCREASED
Shares185,291 from 176,381
Change+8,910 (+5%)
Value$14.5M (+$209.0K)
Filed 2026-10-15
United Advisor Group, LLC
INCREASED
Shares185,201 from 179,331
Change+5,870 (+3%)
Value$14.5M (-$37.2K)
Filed 2026-11-03
Lynch & Associates
INCREASED
Shares179,612 from 29,441
Change+150,171 (+510%)
Value$14.1M (+$11.7M)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares179,604 from 168,167
Change+11,437 (+7%)
Value$14.1M (+$429.8K)
Filed 2026-10-08
Gaddis Premier Wealth Advisors LLC
INCREASED
Shares178,318 from 135,538
Change+42,780 (+32%)
Value$14.0M (+$3.0M)
Filed 2026-10-29
City Holding Co
INCREASED
Shares176,546 from 163,516
Change+13,030 (+8%)
Value$13.8M (+$567.1K)
Filed 2026-10-19
RFG Advisory, LLC
DECREASED
Shares167,946 from 185,203
Change-17,257 (-9%)
Value$13.1M (-$1.9M)
Filed 2026-11-03
PFG Advisors
INCREASED
Shares162,545 from 160,875
Change+1,670 (+1%)
Value$12.7M (-$314.9K)
Filed 2026-10-16
Legacy Capital Wealth Partners, LLC
INCREASED
Shares162,355 from 161,249
Change+1,106 (+1%)
Value$12.0M (-$428.3K)
Filed 2026-10-21
Weitzel Financial Services, Inc.
INCREASED
Shares158,225 from 152,954
Change+5,271 (+3%)
Value$12.5M (+$319.1K)
Filed 2026-10-16
O'Connor Financial Group LLC
INCREASED
Shares157,199 from 156,498
Change+701 (+0%)
Value$12.3M (-$378.6K)
Filed 2026-10-26
Vise Technologies, Inc.
INCREASED
Shares155,228 from 148,203
Change+7,025 (+5%)
Value$12.2M (+$139.4K)
Filed 2026-10-29
MGO One Seven LLC
INCREASED
Shares153,608 from 126,252
Change+27,356 (+22%)
Value$12.0M (+$1.8M)
Filed 2026-10-28
Wealthcare Advisory Partners LLC
INCREASED
Shares150,680 from 149,633
Change+1,047 (+1%)
Value$11.8M (-$332.6K)
Filed 2026-10-21
15 Wealth Advisors LLC
NEW
Shares140,444
Change+140,444
Value$11.0M
Filed 2026-10-14
Meridian Wealth Management, LLC
INCREASED
Shares138,579 from 136,876
Change+1,703 (+1%)
Value$10.8M (-$245.8K)
Filed 2026-11-05
James T. Borello RIA
INCREASED
Shares138,256 from 111,054
Change+27,202 (+24%)
Value$10.8M (+$1.8M)
Filed 2026-10-16
Accel Wealth Management
INCREASED
Shares137,688 from 126,515
Change+11,173 (+9%)
Value$10.8M (+$524.3K)
Filed 2026-10-13
Focus Financial Network, Inc.
INCREASED
Shares137,483 from 131,584
Change+5,899 (+4%)
Value$10.8M (+$97.4K)
Filed 2026-10-14
Triumph Capital Management
INCREASED
Shares132,285 from 130,845
Change+1,440 (+1%)
Value$10.4M (-$249.7K)
Filed 2026-10-14
Envision Financial LLC
INCREASED
Shares132,086 from 118,126
Change+13,960 (+12%)
Value$10.3M (+$765.7K)
Filed 2026-10-15
Certified Advisory Corp
INCREASED
Shares132,069 from 115,835
Change+16,234 (+14%)
Value$10.3M (+$950.1K)
Filed 2026-10-29
International Assets Investment Management, LLC
DECREASED
Shares126,749 from 128,827
Change-2,078 (-2%)
Value$10.0M (-$343.6K)
Filed 2026-11-02
Huntleigh Advisors, Inc.
INCREASED
Shares126,453 from 124,358
Change+2,095 (+2%)
Value$9.9M (-$180.5K)
Filed 2026-11-03
Total Clarity Wealth Management, Inc.
DECREASED
Shares123,862 from 160,345
Change-36,483 (-23%)
Value$9.7M (-$3.3M)
Filed 2026-10-26
Frederick Financial Consultants, LLC
INCREASED
Shares123,130 from 121,227
Change+1,903 (+2%)
Value$9.6M (-$186.8K)
Filed 2026-10-29
Fifth Third Bancorp
INCREASED
Shares122,498 from 121,400
Change+1,098 (+1%)
Value$9.6M (-$250.3K)
Filed 2026-11-05
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares122,200 from 80,000
Change+42,200 (+53%)
Value$9.6M (+$3.1M)
Filed 2026-11-02
Nestegg Advisors, Inc.
DECREASED
Shares121,127 from 124,730
Change-3,603 (-3%)
Value$9.5M (-$627.6K)
Filed 2026-10-21
Milestones Private Investment Advisors LLC
INCREASED
Shares120,442 from 117,367
Change+3,075 (+3%)
Value$9.4M (-$84.4K)
Filed 2026-10-19
Virtus Wealth Solutions LLC
INCREASED
Shares118,863 from 117,397
Change+1,466 (+1%)
Value$9.3M (-$210.4K)
Filed 2026-11-03
Genesis Private Wealth, LLC
INCREASED
Shares118,402 from 118,051
Change+351 (+0%)
Value$9.3M (-$299.5K)
Filed 2026-11-02
Guided Capital Wealth Management, LLC
DECREASED
Shares116,860 from 117,421
Change-561 (0%)
Value$9.1M (-$369.2K)
Filed 2026-10-21
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares116,508 from 113,228
Change+3,280 (+3%)
Value$9.1M (-$56.9K)
Filed 2026-10-23
StoneCrest Wealth Management, Inc.
DECREASED
Shares116,483 from 117,964
Change-1,481 (-1%)
Value$9.1M (-$442.7K)
Filed 2026-11-03
Stewardship Concepts Financial Services LLC
DECREASED
Shares113,607 from 121,182
Change-7,575 (-6%)
Value$8.9M (-$928.7K)
Filed 2026-10-06
Wedbush Securities Inc
INCREASED
Shares112,607 from 84,936
Change+27,671 (+33%)
Value$8.8M (+$1.9M)
Filed 2026-10-22
IFP Advisors, Inc
DECREASED
Shares112,372 from 117,303
Change-4,931 (-4%)
Value$8.8M (-$711.0K)
Filed 2026-10-16
Centennial Wealth Advisory LLC
INCREASED
Shares109,920 from 100,232
Change+9,688 (+10%)
Value$8.6M (+$480.7K)
Filed 2026-10-16
Avidian Wealth Enterprises, LLC
DECREASED
Shares106,751 from 123,839
Change-17,088 (-14%)
Value$8.4M (-$1.7M)
Filed 2026-10-08
Fairway Financial, LLC
DECREASED
Shares99,852 from 131,657
Change-31,805 (-24%)
Value$7.8M (-$2.9M)
Filed 2026-10-20
Arvest Investments, Inc.
INCREASED
Shares99,294 from 97,757
Change+1,537 (+2%)
Value$7.8M (-$150.5K)
Filed 2026-10-21
Spire Wealth Management
INCREASED
Shares97,182 from 91,309
Change+5,873 (+6%)
Value$7.6M (+$206.9K)
Filed 2026-10-30
Iams Wealth Management, LLC
INCREASED
Shares96,649 from 87,485
Change+9,164 (+10%)
Value$7.6M (+$475.1K)
Filed 2026-10-15
Smart Wealth LLC
DECREASED
Shares95,202 from 103,047
Change-7,845 (-8%)
Value$7.5M (-$899.6K)
Filed 2026-11-04
IMG Wealth Management, Inc.
INCREASED
Shares93,330 from 87,152
Change+6,178 (+7%)
Value$7.3M (+$242.3K)
Filed 2026-10-27
Victory Financial Group, LLC
INCREASED
Shares93,045 from 17,087
Change+75,958 (+445%)
Value$7.3M (+$5.9M)
Filed 2026-10-27
Titleist Asset Management, LLC
INCREASED
Shares92,411 from 78,447
Change+13,964 (+18%)
Value$7.2M (+$875.9K)
Filed 2026-10-08
Fairvoy Private Wealth, LLC
INCREASED
Shares90,109 from 74,875
Change+15,234 (+20%)
Value$7.1M (+$985.3K)
Filed 2026-10-19
StoneX Group Inc.
DECREASED
Shares89,372 from 95,308
Change-5,936 (-6%)
Value$7.0M (-$727.3K)
Filed 2026-11-03
Kingswood Wealth Advisors, LLC
DECREASED
Shares89,209 from 91,029
Change-1,820 (-2%)
Value$7.0M (-$394.6K)
Filed 2026-10-23
RFG - Bristol Wealth Advisors, LLC
INCREASED
Shares89,171 from 81,388
Change+7,783 (+10%)
Value$7.0M (+$383.8K)
Filed 2026-10-09
Claro Advisors Inc.
INCREASED
Shares88,121 from 84,343
Change+3,778 (+4%)
Value$6.9M (+$62.2K)
Filed 2026-11-02
Insight Inv LLC
DECREASED
Shares87,127 from 87,609
Change-482 (-1%)
Value$6.8M (-$280.4K)
Filed 2026-10-27
Cottonwood Capital Advisors, LLC
DECREASED
Shares86,614 from 87,248
Change-634 (-1%)
Value$6.8M (-$291.4K)
Filed 2026-10-20
PKS Advisory Services, LLC
UNCHANGED
Shares80,575 from 80,575
Change0 (0%)
Value$6.5M ($0)
Filed 2026-10-26
EverSource Wealth Advisors, LLC
INCREASED
Shares79,531 from 76,916
Change+2,615 (+3%)
Value$6.2M (-$7.8K)
Filed 2026-11-04
Bank of New York Mellon Corp
INCREASED
Shares76,360 from 62,884
Change+13,476 (+21%)
Value$6.0M (+$880.9K)
Filed 2026-11-05
Founders Financial Securities LLC
INCREASED
Shares75,265 from 72,544
Change+2,721 (+4%)
Value$5.9M (+$12.1K)
Filed 2026-10-28
Nations Financial Group Inc,
INCREASED
Shares74,550 from 67,706
Change+6,844 (+10%)
Value$5.8M (+$348.2K)
Filed 2026-11-05
LVZ, Inc.
INCREASED
Shares73,359 from 70,880
Change+2,479 (+4%)
Value$5.7M (-$2.3K)
Filed 2026-10-20
Lineweaver Wealth Advisors, LLC
INCREASED
Shares73,005 from 72,903
Change+102 (+0%)
Value$5.7M (-$193.9K)
Filed 2026-10-13
BlueChip Wealth Advisors LLC
DECREASED
Shares72,972 from 74,587
Change-1,615 (-2%)
Value$5.7M (-$333.0K)
Filed 2026-11-03
Ballew Advisors, Inc
INCREASED
Shares72,866 from 62,732
Change+10,134 (+16%)
Value$5.8M (+$744.4K)
Filed 2026-10-05
Triad Wealth Partners, LLC
INCREASED
Shares71,822 from 66,296
Change+5,526 (+8%)
Value$5.6M (+$203.3K)
Filed 2026-10-26
CLG LLC
DECREASED
Shares71,074 from 89,030
Change-17,956 (-20%)
Value$5.6M (-$1.7M)
Filed 2026-10-13
Arwa LLC
NEW
Shares71,030
Change+71,030
Value$5.6M
Filed 2026-10-21
Able Financial Group, LLC
DECREASED
Shares70,740 from 71,858
Change-1,118 (-2%)
Value$5.5M (-$286.5K)
Filed 2026-10-14
Mattern Wealth Management LLC
INCREASED
Shares69,507 from 66,401
Change+3,106 (+5%)
Value$5.4M (+$59.2K)
Filed 2026-11-04
Perigon Wealth Management, LLC
DECREASED
Shares69,467 from 70,822
Change-1,355 (-2%)
Value$5.4M (-$302.3K)
Filed 2026-10-22
Five Pine Wealth Management
DECREASED
Shares68,924 from 72,969
Change-4,045 (-6%)
Value$5.4M (-$518.7K)
Filed 2026-10-20
Creative Planning
INCREASED
Shares67,605 from 62,784
Change+4,821 (+8%)
Value$5.3M (+$203.5K)
Filed 2026-11-02
Thrivent Financial for Lutherans
DECREASED
Shares67,423 from 68,391
Change-968 (-1%)
Value$2.5M (-$3.0M)
Filed 2026-11-05
Integrity Alliance, Llc.
INCREASED
Shares67,117 from 53,009
Change+14,108 (+27%)
Value$5.3M (+$957.7K)
Filed 2026-10-29
BankPlus Wealth Management LLC
INCREASED
Shares67,010 from 55,816
Change+11,194 (+20%)
Value$5.2M (+$721.9K)
Filed 2026-10-13
Willner & Heller, LLC
DECREASED
Shares66,647 from 67,620
Change-973 (-1%)
Value$5.2M (-$263.5K)
Filed 2026-10-28
Braun-Bostich & Associates Inc.
DECREASED
Shares65,600 from 67,095
Change-1,495 (-2%)
Value$5.1M (-$302.9K)
Filed 2026-10-20
Merkkuri Wealth Advisors LLC
INCREASED
Shares65,281 from 64,393
Change+888 (+1%)
Value$5.1M (-$108.9K)
Filed 2026-11-03
Avior Wealth Management, LLC
DECREASED
Shares65,003 from 69,327
Change-4,324 (-6%)
Value$5.1M (-$530.6K)
Filed 2026-10-13
Guilbault Capital LLC
DECREASED
Shares64,340 from 69,174
Change-4,834 (-7%)
Value$5.0M (-$570.1K)
Filed 2026-10-28
Carlson Financial, Inc.
DECREASED
Shares63,323 from 64,855
Change-1,532 (-2%)
Value$5.0M (-$299.3K)
Filed 2026-11-05
Park Avenue Securities LLC
INCREASED
Shares62,313 from 55,734
Change+6,579 (+12%)
Value$4.9M (+$360.0K)
Filed 2026-10-26
Capital Investment Advisory Services, LLC
INCREASED
Shares62,182 from 43,636
Change+18,546 (+43%)
Value$4.9M (+$1.3M)
Filed 2026-10-30
Ergawealth Advisors, Inc.
DECREASED
Shares60,299 from 62,474
Change-2,175 (-3%)
Value$4.7M (-$343.4K)
Filed 2026-10-21
Ignite Planners, LLC
INCREASED
Shares60,009 from 52,067
Change+7,942 (+15%)
Value$4.7M (+$514.9K)
Filed 2026-10-14
Crusonia Wealth Advisors LLC
DECREASED
Shares59,786 from 59,835
Change-49 (0%)
Value$4.7M (-$169.6K)
Filed 2026-10-26
Dhjj Financial Advisors, Ltd.
INCREASED
Shares57,959 from 57,154
Change+805 (+1%)
Value$4.5M (-$95.3K)
Filed 2026-10-23
Nearside Advisors, LLC
NEW
Shares57,519
Change+57,519
Value$4.5M
Filed 2026-10-20
TrueWealth Advisors, LLC
INCREASED
Shares56,100 from 50,754
Change+5,346 (+11%)
Value$4.4M (+$277.9K)
Filed 2026-10-09
Southland Equity Partners LLC
INCREASED
Shares55,924 from 52,128
Change+3,796 (+7%)
Value$4.4M (+$152.8K)
Filed 2026-10-14
Larson Financial Group LLC
DECREASED
Shares53,012 from 54,844
Change-1,832 (-3%)
Value$4.2M (-$295.3K)
Filed 2026-11-05
Capital Asset Advisory Services LLC
DECREASED
Shares52,546 from 53,387
Change-841 (-2%)
Value$4.2M (-$141.2K)
Filed 2026-10-30
Hilton Head Capital Partners, LLC
DECREASED
Shares52,224 from 52,460
Change-236 (0%)
Value$4.1M (-$163.8K)
Filed 2026-10-23
TBH Global Asset Management, LLC
DECREASED
Shares52,139 from 54,671
Change-2,532 (-5%)
Value$4.1M (-$349.7K)
Filed 2026-11-03
Creative Financial Designs Inc
DECREASED
Shares52,012 from 54,770
Change-2,758 (-5%)
Value$4.1M (-$367.7K)
Filed 2026-11-04
Wisconsin Wealth Advisors, LLC
DECREASED
Shares51,322 from 52,758
Change-1,436 (-3%)
Value$4.0M (-$258.6K)
Filed 2026-10-08
Stegent Equity Advisors, Inc.
DECREASED
Shares51,218 from 52,217
Change-999 (-2%)
Value$4.0M (-$222.9K)
Filed 2026-10-13
Flagstar Securities, Inc
INCREASED
Shares50,792 from 48,315
Change+2,477 (+5%)
Value$4.0M (+$60.1K)
Filed 2026-10-15
Private Trust Co NA
INCREASED
Shares49,324 from 40,840
Change+8,484 (+21%)
Value$3.9M (+$551.1K)
Filed 2026-10-20
Ashton Thomas Private Wealth, LLC
INCREASED
Shares48,777 from 46,693
Change+2,084 (+4%)
Value$3.8M (+$33.9K)
Filed 2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED
Shares48,724 from 45,709
Change+3,015 (+7%)
Value$3.8M (+$109.4K)
Filed 2026-10-13
Asset Allocation Strategies LLC
DECREASED
Shares47,323 from 49,146
Change-1,823 (-4%)
Value$3.7M (-$278.9K)
Filed 2026-10-20
Purus Wealth Management, LLC
DECREASED
Shares47,212 from 47,806
Change-594 (-1%)
Value$3.7M (-$179.0K)
Filed 2026-10-15
Precedent Wealth Partners, LLC
INCREASED
Shares46,954 from 27,097
Change+19,857 (+73%)
Value$3.7M (+$1.5M)
Filed 2026-10-21
Shelton Wealth Management, LLC
INCREASED
Shares46,312 from 46,292
Change+20 (+0%)
Value$3.6M (-$126.6K)
Filed 2026-10-16
PCA Investment Advisory Services Inc.
DECREASED
Shares45,736 from 46,088
Change-352 (-1%)
Value$3.6M (-$155.2K)
Filed 2026-10-13
Clear Creek Financial Management, LLC
INCREASED
Shares45,647 from 31,646
Change+14,001 (+44%)
Value$3.6M (+$1.0M)
Filed 2026-10-28
SFG Wealth Management, Llc.
INCREASED
Shares43,497 from 43,178
Change+319 (+1%)
Value$3.4M (-$94.7K)
Filed 2026-10-23
Wagner Wealth Management, Corp
INCREASED
Shares42,534 from 38,955
Change+3,579 (+9%)
Value$3.3M (+$172.3K)
Filed 2026-10-20
Apollon Financial, LLC
DECREASED
Shares41,799 from 42,350
Change-551 (-1%)
Value$3.3M (-$160.4K)
Filed 2026-10-23
Tcfg Investment Advisors, LLC
DECREASED
Shares41,018 from 41,321
Change-303 (-1%)
Value$3.2M (-$138.2K)
Filed 2026-10-20
Platform Technology Partners
INCREASED
Shares40,264 from 37,453
Change+2,811 (+8%)
Value$3.2M (+$116.3K)
Filed 2026-11-02
Beacon Financial Advisory LLC
INCREASED
Shares39,214 from 35,571
Change+3,643 (+10%)
Value$3.1M (+$186.7K)
Filed 2026-10-16
EdgeRock Capital LLC
INCREASED
Shares38,119 from 34,789
Change+3,330 (+10%)
Value$3.0M (+$164.3K)
Filed 2026-11-03
Davis Investment Partners, LLC
DECREASED
Shares37,598 from 37,694
Change-96 (0%)
Value$2.9M (-$111.9K)
Filed 2026-11-05
Uptick Partners, LLC
INCREASED
Shares36,963 from 29,556
Change+7,407 (+25%)
Value$2.9M (+$498.0K)
Filed 2026-11-04
SeaBridge Investment Advisors LLC
NEW
Shares36,528
Change+36,528
Value$2.9M
Filed 2026-11-02
Lanark Financial, Inc.
DECREASED
Shares36,462 from 37,844
Change-1,382 (-4%)
Value$2.9M (-$213.0K)
Filed 2026-10-26
Opinicus Capital, Inc.
DECREASED
Shares36,009 from 36,620
Change-611 (-2%)
Value$2.8M (-$149.3K)
Filed 2026-10-28
Wealth Effects LLC
DECREASED
Shares35,357 from 35,784
Change-427 (-1%)
Value$2.8M (-$132.6K)
Filed 2026-10-23
Beaumont Financial Advisors, LLC
DECREASED
Shares34,413 from 36,865
Change-2,452 (-7%)
Value$2.7M (-$294.1K)
Filed 2026-10-22
Global Assets Advisory, LLC
DECREASED
Shares34,209 from 52,469
Change-18,260 (-35%)
Value$2.7M (-$1.5M)
Filed 2026-10-28
Certuity, LLC
DECREASED
Shares33,893 from 34,362
Change-469 (-1%)
Value$2.7M (-$131.9K)
Filed 2026-11-02
Barrett & Company, Inc.
INCREASED
Shares33,580 from 32,694
Change+886 (+3%)
Value$2.6M (-$21.2K)
Filed 2026-10-22
Copper Harbor Investment Advisors, LLC
INCREASED
Shares32,933 from 30,834
Change+2,099 (+7%)
Value$2.6M (+$78.9K)
Filed 2026-10-16
Dagco, Inc.
INCREASED
Shares32,352 from 30,680
Change+1,672 (+5%)
Value$2.5M (+$45.9K)
Filed 2026-10-20
Cypress Wealth Services, LLC
INCREASED
Shares32,288 from 30,792
Change+1,496 (+5%)
Value$2.6M (+$69.6K)
Filed 2026-10-21
Rhodes Investment Advisors Inc
INCREASED
Shares32,254 from 27,504
Change+4,750 (+17%)
Value$2.5M (+$295.7K)
Filed 2026-10-07
Balefire, LLC
DECREASED
Shares31,849 from 36,818
Change-4,969 (-13%)
Value$2.5M (-$491.0K)
Filed 2026-10-09
MTM Investment Management, LLC
DECREASED
Shares31,760 from 32,305
Change-545 (-2%)
Value$2.5M (-$132.1K)
Filed 2026-10-30
Genesee Capital Advisors, LLC
DECREASED
Shares31,628 from 32,943
Change-1,315 (-4%)
Value$2.5M (-$194.3K)
Filed 2026-10-20
APS Management Group, Inc.
DECREASED
Shares31,087 from 44,894
Change-13,807 (-31%)
Value$2.4M (-$1.2M)
Filed 2026-10-14
Apollon Wealth Management, LLC
INCREASED
Shares30,470 from 28,964
Change+1,506 (+5%)
Value$2.4M (+$37.7K)
Filed 2026-10-23
Centerpoint Advisory Group
DECREASED
Shares30,301 from 30,611
Change-310 (-1%)
Value$2.4M (-$109.1K)
Filed 2026-10-23
AdvisorNet Financial, Inc
INCREASED
Shares30,140 from 29,778
Change+362 (+1%)
Value$2.4M (-$34.9K)
Filed 2026-10-15
Intrua Financial, LLC
INCREASED
Shares30,136 from 29,284
Change+852 (+3%)
Value$2.4M (-$14.4K)
Filed 2026-10-28
Foresight Capital Management Advisors, Inc.
DECREASED
Shares29,444 from 31,048
Change-1,604 (-5%)
Value$2.3M (-$208.0K)
Filed 2026-10-27
Strategic Blueprint, LLC
INCREASED
Shares29,259 from 24,875
Change+4,384 (+18%)
Value$2.3M (+$274.3K)
Filed 2026-10-22
WPG Advisers, LLC
INCREASED
Shares29,194 from 28,875
Change+319 (+1%)
Value$2.3M (-$55.0K)
Filed 2026-10-27
Serenity Investment Advisors
INCREASED
Shares29,135 from 28,004
Change+1,131 (+4%)
Value$2.3M (-$1.3K)
Filed 2026-10-30
National Wealth Management Group, LLC
INCREASED
Shares29,037 from 26,415
Change+2,622 (+10%)
Value$2.3M (+$132.1K)
Filed 2026-10-26
Winebrenner Capital Management LLC
DECREASED
Shares28,349 from 31,410
Change-3,061 (-10%)
Value$2.2M (-$326.7K)
Filed 2026-10-07
HUB Investment Partners, LLC
INCREASED
Shares27,836 from 26,940
Change+896 (+3%)
Value$2.2M (-$4.5K)
Filed 2026-11-03
Ellsworth Advisors, LLC
INCREASED
Shares27,142 from 26,353
Change+789 (+3%)
Value$2.1M (+$12.4K)
Filed 2026-10-15
True Blue Financial, LLC
DECREASED
Shares27,047 from 27,751
Change-704 (-3%)
Value$2.1M (-$132.0K)
Filed 2026-10-15
Orba Wealth Advisors, L.L.C.
INCREASED
Shares26,828 from 26,824
Change+4 (+0%)
Value$2.1M (-$74.0K)
Filed 2026-10-23
Parallel Advisors, LLC
INCREASED
Shares25,933 from 22,049
Change+3,884 (+18%)
Value$2.0M (+$243.0K)
Filed 2026-11-03
Southern Financial Group, LLC
INCREASED
Shares25,858 from 25,284
Change+574 (+2%)
Value$2.0M (-$25.1K)
Filed 2026-10-30
Grantvest Financial Group LLC
INCREASED
Shares25,072 from 23,741
Change+1,331 (+6%)
Value$2.0M (+$38.4K)
Filed 2026-10-21
Triton Wealth Management, Pllc
DECREASED
Shares24,968 from 26,786
Change-1,818 (-7%)
Value$2.0M (-$115.6K)
Filed 2026-11-04
Signature Equity Partners, LLC
INCREASED
Shares24,885 from 1,124
Change+23,761 (+2114%)
Value$1.9M (+$1.9M)
Filed 2026-10-29
Appalachian Capital Management Ltd
INCREASED
Shares24,452 from 24,049
Change+403 (+2%)
Value$1.9M (-$35.1K)
Filed 2026-10-14
Aurora Private Wealth, Inc.
INCREASED
Shares23,529 from 21,691
Change+1,838 (+8%)
Value$1.8M (+$84.0K)
Filed 2026-10-20
Boyer Financial Services, Inc.
INCREASED
Shares23,154 from 22,398
Change+756 (+3%)
Value$1.8M (+$17.7K)
Filed 2026-10-23
Pacific Excel Wealth Advisors, Inc.
NEW
Shares22,978
Change+22,978
Value$1.8M
Filed 2026-10-27
Keystone Wealth Services, LLC
DECREASED
Shares22,430 from 25,274
Change-2,844 (-11%)
Value$1.8M (-$280.8K)
Filed 2026-11-03
Morey & Quinn Wealth Partners, LLC
INCREASED
Shares22,332 from 22,206
Change+126 (+1%)
Value$1.7M (-$51.6K)
Filed 2026-10-28
Robertson Stephens Wealth Management, LLC
INCREASED
Shares22,042 from 12,114
Change+9,928 (+82%)
Value$1.7M (+$743.7K)
Filed 2026-10-16
Worthington Financial Partners, LLC
DECREASED
Shares21,685 from 21,733
Change-48 (0%)
Value$1.7M (-$64.0K)
Filed 2026-10-13
RiverTree Advisors, LLC
INCREASED
Shares21,244 from 18,242
Change+3,002 (+16%)
Value$1.7M (+$184.5K)
Filed 2026-10-13
Novem Group
INCREASED
Shares21,105 from 20,668
Change+437 (+2%)
Value$1.7M (-$23.0K)
Filed 2026-10-19
Prism Advisors, Inc.
DECREASED
Shares20,518 from 24,194
Change-3,676 (-15%)
Value$1.6M (-$331.4K)
Filed 2026-10-09
Quad-Cities Investment Group, LLC
DECREASED
Shares20,336 from 20,498
Change-162 (-1%)
Value$1.6M (-$69.5K)
Filed 2026-10-16
Flynn Zito Capital Management, LLC
DECREASED
Shares19,693 from 19,870
Change-177 (-1%)
Value$1.5M (-$68.9K)
Filed 2026-11-04
Walker Asset Management, LLC
UNCHANGED
Shares19,500 from 19,500
Change0 (0%)
Value$1.5M (-$54.0K)
Filed 2026-10-13
AFG Fiduciary Services Limited Partnership
DECREASED
Shares19,192 from 19,317
Change-125 (-1%)
Value$1.5M (-$21.7K)
Filed 2026-10-21
Blueprint Investment Partners LLC
INCREASED
Shares18,930 from 16,539
Change+2,391 (+14%)
Value$1.5M (+$141.4K)
Filed 2026-10-28
Valeo Financial Advisors, LLC
DECREASED
Shares18,751 from 19,219
Change-468 (-2%)
Value$1.5M (-$89.9K)
Filed 2026-10-08
Regatta Capital Group, LLC
DECREASED
Shares18,579 from 21,875
Change-3,296 (-15%)
Value$1.5M (-$318.7K)
Filed 2026-10-23
San Luis Wealth Advisors LLC
INCREASED
Shares17,983 from 17,495
Change+488 (+3%)
Value$1.4M (-$10.3K)
Filed 2026-10-27
Prosperity Financial Group, Inc.
INCREASED
Shares17,922 from 14,203
Change+3,719 (+26%)
Value$1.4M (+$251.8K)
Filed 2026-10-29
Family Capital Management, Inc.
DECREASED
Shares17,860 from 17,887
Change-27 (0%)
Value$1.4M (-$51.6K)
Filed 2026-11-03
Chicago Partners Investment Group LLC
INCREASED
Shares17,857 from 16,746
Change+1,111 (+7%)
Value$1.4M (+$71.5K)
Filed 2026-10-27
Advocate Investing Services LLC
INCREASED
Shares17,438 from 16,403
Change+1,035 (+6%)
Value$1.4M (+$35.6K)
Filed 2026-10-26
B. Riley Wealth Advisors, Inc.
INCREASED
Shares17,408 from 17,231
Change+177 (+1%)
Value$1.4M (-$24.1K)
Filed 2026-10-13
Blueprint Financial Advisors LLC
INCREASED
Shares17,244 from 16,539
Change+705 (+4%)
Value$1.4M (+$9.4K)
Filed 2026-10-28
Kaydan Wealth Management, Inc.
DECREASED
Shares17,138 from 20,078
Change-2,940 (-15%)
Value$1.3M (-$285.8K)
Filed 2026-10-08
Compound Planning, Inc.
INCREASED
Shares16,974 from 4,209
Change+12,765 (+303%)
Value$1.3M (+$987.7K)
Filed 2026-11-05
Michels Family Financial, LLC
INCREASED
Shares16,478 from 13,991
Change+2,487 (+18%)
Value$1.3M (+$155.9K)
Filed 2026-11-02
Tranquility Partners, LLC
DECREASED
Shares16,452 from 16,560
Change-108 (-1%)
Value$1.3M (-$54.3K)
Filed 2026-10-20
Herold Advisors, Inc.
DECREASED
Shares16,343 from 16,543
Change-200 (-1%)
Value$1.3M (-$57.5K)
Filed 2026-10-19
Axxcess Wealth Management, LLC
DECREASED
Shares16,200 from 102,856
Change-86,656 (-84%)
Value$1.3M (-$7.1M)
Filed 2026-10-21
Sanchez Wealth Management Group
DECREASED
Shares16,158 from 336,354
Change-320,196 (-95%)
Value$1.3M (-$26.0M)
Filed 2026-11-02
Fermata Advisors, LLC
NEW
Shares16,044
Change+16,044
Value$1.3M
Filed 2026-10-13
Visionary Wealth Advisors
INCREASED
Shares16,009 from 15,328
Change+681 (+4%)
Value$1.3M (+$10.9K)
Filed 2026-11-04
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares15,556 from 15,932
Change-376 (-2%)
Value$1.2M (-$73.6K)
Filed 2026-10-15
Elevated Capital Advisors, LLC
DECREASED
Shares15,542 from 17,332
Change-1,790 (-10%)
Value$1.2M (-$188.2K)
Filed 2026-11-04
Root Financial Partners, LLC
DECREASED
Shares15,295 from 16,443
Change-1,148 (-7%)
Value$1.2M (-$135.5K)
Filed 2026-10-21
Cyndeo Wealth Partners, LLC
INCREASED
Shares15,195 from 8,525
Change+6,670 (+78%)
Value$1.2M (+$498.6K)
Filed 2026-10-16
Main Street Group, LTD
INCREASED
Shares14,809 from 14,339
Change+470 (+3%)
Value$1.2M (-$3.0K)
Filed 2026-10-28
First Horizon Corp
DECREASED
Shares14,397 from 15,178
Change-781 (-5%)
Value$1.1M (-$103.2K)
Filed 2026-10-26
Waterfront Wealth Inc.
INCREASED
Shares14,287 from 13,970
Change+317 (+2%)
Value$1.1M (+$14.4K)
Filed 2026-11-03
Private Client Services, LLC
INCREASED
Shares14,239 from 12,343
Change+1,896 (+15%)
Value$1.1M (+$114.2K)
Filed 2026-10-02
Mission Financial Group, LLC
INCREASED
Shares14,061 from 14,004
Change+57 (+0%)
Value$1.1M (-$34.3K)
Filed 2026-10-21
Signal Advisors Wealth, LLC
INCREASED
Shares13,869 from 12,134
Change+1,735 (+14%)
Value$1.1M (+$102.2K)
Filed 2026-10-13
Independent Wealth Network Inc.
INCREASED
Shares13,755 from 12,254
Change+1,501 (+12%)
Value$1.1M (+$83.6K)
Filed 2026-10-19
Woodward Diversified Capital, LLC
DECREASED
Shares13,744 from 16,746
Change-3,002 (-18%)
Value$1.1M (-$281.4K)
Filed 2026-10-21
Miramontes Capital, LLC
DECREASED
Shares13,686 from 13,716
Change-30 (0%)
Value$1.1M (-$40.3K)
Filed 2026-10-19
Whitaker-Myers Wealth Managers, Ltd.
DECREASED
Shares13,674 from 14,905
Change-1,231 (-8%)
Value$1.1M (-$137.6K)
Filed 2026-10-09
Rubicon Advisors, GP
INCREASED
Shares13,438 from 12,046
Change+1,392 (+12%)
Value$1.1M (+$75.6K)
Filed 2026-10-23
Trueblood Wealth Management, LLC
INCREASED
Shares13,313 from 13,291
Change+22 (+0%)
Value$1.0M (-$35.0K)
Filed 2026-10-23
Krilogy Financial LLC
DECREASED
Shares13,186 from 15,136
Change-1,950 (-13%)
Value$1.1M (-$175.5K)
Filed 2026-10-13
First Citizens Bank & Trust Co
DECREASED
Shares12,881 from 13,271
Change-390 (-3%)
Value$1.0M (-$67.3K)
Filed 2026-10-14
Onyx Bridge Wealth Group LLC
INCREASED
Shares12,665 from 12,393
Change+272 (+2%)
Value$991.5K (-$13.0K)
Filed 2026-10-16
Confluence Wealth Services, Inc.
DECREASED
Shares12,473 from 13,523
Change-1,050 (-8%)
Value$976.5K (-$119.7K)
Filed 2026-11-05
Richmond Investment Services, LLC
INCREASED
Shares11,967 from 11,869
Change+98 (+1%)
Value$936.9K (-$25.2K)
Filed 2026-10-29
Prime Capital Investment Advisors, LLC
INCREASED
Shares11,760 from 10,457
Change+1,303 (+12%)
Value$920.7K (+$73.1K)
Filed 2026-10-20
Strategy Asset Managers LLC
UNCHANGED
Shares11,617 from 11,617
Change0 (0%)
Value$909.5K (-$32.2K)
Filed 2026-10-14
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED
Shares11,593 from 11,593
Change0 (0%)
Value$907.6K (-$32.1K)
Filed 2026-10-29
Sowell Financial Services LLC
DECREASED
Shares11,524 from 15,260
Change-3,736 (-24%)
Value$902.2K (-$334.7K)
Filed 2026-10-23
Choreo, LLC
DECREASED
Shares11,455 from 11,458
Change-3 (0%)
Value$896.8K (-$32.0K)
Filed 2026-10-28
Summit Financial Wealth Advisors, LLC
INCREASED
Shares11,121 from 8,374
Change+2,747 (+33%)
Value$870.7K (+$191.9K)
Filed 2026-10-15
DB&C Advisors, LLC
INCREASED
Shares11,080 from 10,446
Change+634 (+6%)
Value$867.5K (+$20.7K)
Filed 2026-10-26
Stonebridge Financial Group, LLC
DECREASED
Shares10,953 from 11,110
Change-157 (-1%)
Value$857.5K (-$43.1K)
Filed 2026-10-01
Beam Wealth Advisors, Inc.
INCREASED
Shares10,950 from 10,578
Change+372 (+4%)
Value$857.3K (-$177)
Filed 2026-11-03
M.E. Allison & Co., Inc.
INCREASED
Shares10,881 from 6,561
Change+4,320 (+66%)
Value$851.9K (+$320.1K)
Filed 2026-10-09
Cliftonlarsonallen Wealth Advisors, LLC
UNCHANGED
Shares10,690 from 10,690
Change0 (0%)
Value$836.9K (-$29.6K)
Filed 2026-10-14
Advisortrust Partners, LLC
DECREASED
Shares10,635 from 10,644
Change-9 (0%)
Value$832.6K (-$30.2K)
Filed 2026-11-02
Citizens Financial Group Inc
INCREASED
Shares10,472 from 10,094
Change+378 (+4%)
Value$819.8K (+$1.6K)
Filed 2026-10-23
Kingsbury Capital Investment Advisors LLC
DECREASED
Shares10,269 from 11,922
Change-1,653 (-14%)
Value$804.0K (-$162.4K)
Filed 2026-10-20
Alliance Wealth Advisors, LLC
INCREASED
Shares10,248 from 9,735
Change+513 (+5%)
Value$802.3K (+$13.2K)
Filed 2026-10-14
Tounjian Advisory Partners, LLC
DECREASED
Shares9,936 from 15,188
Change-5,252 (-35%)
Value$777.9K (-$453.2K)
Filed 2026-11-04
Sagespring Wealth Partners, LLC
DECREASED
Shares9,874 from 10,720
Change-846 (-8%)
Value$773.0K (-$96.0K)
Filed 2026-10-22
WealthBridge Capital Management, LLC
INCREASED
Shares9,844 from 9,829
Change+15 (+0%)
Value$770.7K (-$26.1K)
Filed 2026-10-16
XML Financial, LLC
UNCHANGED
Shares9,606 from 9,606
Change0 (0%)
Value$752.1K (-$26.6K)
Filed 2026-10-29
CoreCap Advisors, LLC
DECREASED
Shares9,569 from 9,984
Change-415 (-4%)
Value$749.2K (-$60.1K)
Filed 2026-10-08
Simplicity Wealth,LLC
INCREASED
Shares9,501 from 9,158
Change+343 (+4%)
Value$743.9K (+$1.5K)
Filed 2026-10-23
MSH Capital Advisors LLC
INCREASED
Shares9,497 from 5,634
Change+3,863 (+69%)
Value$743.5K (+$286.8K)
Filed 2026-11-03
Diversify Advisory Services, LLC
INCREASED
Shares9,327 from 8,850
Change+477 (+5%)
Value$743.6K (+$30.8K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares9,327 from 8,850
Change+477 (+5%)
Value$743.6K (+$30.8K)
Filed 2026-10-20
Integrated Advisors Network LLC
INCREASED
Shares9,313 from 9,031
Change+282 (+3%)
Value$729.1K (-$3.0K)
Filed 2026-10-20
Maseco LLP
UNCHANGED
Shares8,858 from 8,858
Change0 (0%)
Value$693.4K (-$24.5K)
Filed 2026-10-27
Valtinson Bruner Financial Planning LLC
INCREASED
Shares8,681 from 6,911
Change+1,770 (+26%)
Value$679.6K (+$119.4K)
Filed 2026-11-02
Acorn Wealth Advisors, LLC
INCREASED
Shares8,578 from 7,068
Change+1,510 (+21%)
Value$671.6K (+$98.6K)
Filed 2026-10-19
Lighthouse Wealth Management Inc.
INCREASED
Shares8,555 from 8,325
Change+230 (+3%)
Value$669.8K (-$5.1K)
Filed 2026-10-13
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares8,309 from 8,949
Change-640 (-7%)
Value$650.5K (-$74.9K)
Filed 2026-10-14
WealthTrust Asset Management, LLC
DECREASED
Shares7,853 from 8,326
Change-473 (-6%)
Value$614.8K (-$60.2K)
Filed 2026-10-22
Clark Asset Management, LLC
UNCHANGED
Shares7,807 from 7,807
Change0 (0%)
Value$611.2K (-$21.6K)
Filed 2026-10-19
Puff Wealth Management, LLC
DECREASED
Shares7,764 from 7,782
Change-18 (0%)
Value$607.8K (-$23.0K)
Filed 2026-10-07
Schear Investment Advisers, LLC
NEW
Shares7,732
Change+7,732
Value$605.4K
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares7,732 from 6,425
Change+1,307 (+20%)
Value$605.4K (+$84.6K)
Filed 2026-10-14
Atlas Private Wealth Advisors
DECREASED
Shares7,708 from 8,278
Change-570 (-7%)
Value$603.5K (-$67.6K)
Filed 2026-10-23
Integrity Wealth Partners, LLC
NEW
Shares7,683
Change+7,683
Value$601.5K
Filed 2026-10-14
Fifth Third Securities, Inc.
NEW
Shares7,648
Change+7,648
Value$598.8K
Filed 2026-10-21
Johnson Financial Group, LLC
DECREASED
Shares7,639 from 8,719
Change-1,080 (-12%)
Value$598.1K (-$108.7K)
Filed 2026-11-03
Castle Rock Wealth Management, LLC
INCREASED
Shares7,629 from 6,917
Change+712 (+10%)
Value$606.2K (+$48.8K)
Filed 2026-10-09
Patten Group, Inc.
INCREASED
Shares7,589 from 2,624
Change+4,965 (+189%)
Value$594.1K (+$381.4K)
Filed 2026-10-26
Ulrich Consultants & Investment Group, LLC
NEW
Shares7,500
Change+7,500
Value$587.2K
Filed 2026-10-13
Cambridge Advisors Inc.
INCREASED
Shares7,487 from 7,107
Change+380 (+5%)
Value$586.2K (+$10.1K)
Filed 2026-10-19
Hazlett, Burt & Watson, Inc.
INCREASED
Shares7,018 from 6,738
Change+280 (+4%)
Value$224.3K (-$24.0K)
Filed 2026-11-04
Castleview Partners, LLC
DECREASED
Shares7,014 from 7,405
Change-391 (-5%)
Value$549.1K (-$51.1K)
Filed 2026-10-09
Northwest Financial Advisors
DECREASED
Shares6,823 from 7,383
Change-560 (-8%)
Value$534.2K (-$64.3K)
Filed 2026-10-27
MBE Wealth Management, LLC
DECREASED
Shares6,756 from 7,218
Change-462 (-6%)
Value$528.9K (-$56.1K)
Filed 2026-10-26
Pinnacle Bancorp, Inc.
DECREASED
Shares6,731 from 7,316
Change-585 (-8%)
Value$527.0K (-$66.1K)
Filed 2026-10-21
Retirement Planning Group, LLC
DECREASED
Shares6,617 from 7,531
Change-914 (-12%)
Value$518.0K (-$92.4K)
Filed 2026-10-19
Northwest Wealth Management, LLC
UNCHANGED
Shares6,539 from 6,539
Change0 (0%)
Value$511.9K (-$18.1K)
Filed 2026-10-30
Evolution Wealth Management Inc.
INCREASED
Shares6,507 from 6,107
Change+400 (+7%)
Value$509.4K (+$14.4K)
Filed 2026-10-28
Archer Investment Corp
INCREASED
Shares6,411 from 4,202
Change+2,209 (+53%)
Value$502.0K (+$161.3K)
Filed 2026-11-05
Catalyst Investment Management LLC
DECREASED
Shares6,378 from 35,071
Change-28,693 (-82%)
Value$499.4K (-$2.3M)
Filed 2026-10-21
Maia Wealth LLC
DECREASED
Shares6,336 from 8,145
Change-1,809 (-22%)
Value$496.0K (-$164.2K)
Filed 2026-10-19
Stackstone Wealth, LLC
NEW
Shares6,314
Change+6,314
Value$494.3K
Filed 2026-10-19
Dynamic Advisor Solutions LLC
DECREASED
Shares6,182 from 6,949
Change-767 (-11%)
Value$484.0K (-$79.3K)
Filed 2026-10-13
Rossby Financial, LCC
DECREASED
Shares6,161 from 7,898
Change-1,737 (-22%)
Value$482.4K (-$157.8K)
Filed 2026-11-05
Paragon Private Wealth Management, LLC
INCREASED
Shares6,095 from 6,090
Change+5 (+0%)
Value$477.1K (-$16.5K)
Filed 2026-10-20
Meadow Creek Wealth Advisors LLC
NEW
Shares6,012
Change+6,012
Value$470.7K
Filed 2026-11-02
Junk Investment Group, LLC
UNCHANGED
Shares5,997 from 5,997
Change0 (0%)
Value$469.5K (-$16.6K)
Filed 2026-10-19
BIP Wealth, LLC
DECREASED
Shares5,893 from 5,931
Change-38 (-1%)
Value$461.4K (-$19.3K)
Filed 2026-10-22
Capital Square, LLC
INCREASED
Shares5,866 from 5,547
Change+319 (+6%)
Value$459.3K (+$13.8K)
Filed 2026-10-19
Avantra Family Wealth, Inc.
INCREASED
Shares5,822 from 5,192
Change+630 (+12%)
Value$455.8K (+$35.0K)
Filed 2026-10-20
Tucker Asset Management LLC
INCREASED
Shares5,781 from 4,769
Change+1,012 (+21%)
Value$452.6K (+$66.0K)
Filed 2026-10-29
KPP Advisory Services LLC
INCREASED
Shares5,746 from 4,595
Change+1,151 (+25%)
Value$449.9K (+$77.4K)
Filed 2026-10-26
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares5,691 from 56,748
Change-51,057 (-90%)
Value$445.6K (-$4.2M)
Filed 2026-10-14
GK Wealth Management LLC
DECREASED
Shares5,654 from 9,809
Change-4,155 (-42%)
Value$442.7K (-$352.4K)
Filed 2026-10-09
Tempus Wealth Planning, LLC
INCREASED
Shares5,626 from 4,105
Change+1,521 (+37%)
Value$440.5K (+$107.8K)
Filed 2026-10-14
Old Port Advisors
UNCHANGED
Shares5,549 from 5,549
Change0 (0%)
Value$434.4K (-$15.4K)
Filed 2026-10-23
Brighton Jones LLC
INCREASED
Shares5,493 from 5,484
Change+9 (+0%)
Value$430.1K (-$14.5K)
Filed 2026-11-03
Clear Point Advisors Inc.
INCREASED
Shares5,458 from 4,738
Change+720 (+15%)
Value$427.3K (+$43.3K)
Filed 2026-10-30
Global View Capital Management LLC
INCREASED
Shares5,354 from 5,002
Change+352 (+7%)
Value$419.2K (+$13.7K)
Filed 2026-10-28
Whalen Wealth Management Inc.
NEW
Shares5,239
Change+5,239
Value$410.2K
Filed 2026-10-08
Realta Investment Advisors
DECREASED
Shares5,233 from 6,769
Change-1,536 (-23%)
Value$409.7K (-$139.0K)
Filed 2026-10-14
Formidable Asset Management, LLC
INCREASED
Shares5,187 from 4,637
Change+550 (+12%)
Value$420.5K (+$103.8K)
Filed 2026-11-03
Keybank National Association
DECREASED
Shares4,945 from 6,544
Change-1,599 (-24%)
Value$387.1K (-$143.3K)
Filed 2026-11-04
Sacks & Associates, LLC
UNCHANGED
Shares4,941 from 4,941
Change0 (0%)
Value$386.8K (-$13.8K)
Filed 2026-10-09
Tortuga Wealth Management, Inc
INCREASED
Shares4,919 from 4,720
Change+199 (+4%)
Value$385.2K (+$2.6K)
Filed 2026-10-27
Rose Capital Advisors LLC
NEW
Shares4,903
Change+4,903
Value$383.9K
Filed 2026-11-04
Goldstein Advisors, LLC
DECREASED
Shares4,862 from 4,869
Change-7 (0%)
Value$380.6K (-$14.0K)
Filed 2026-10-15
Register Financial Advisors LLC
INCREASED
Shares4,853 from 4,851
Change+2 (+0%)
Value$379.9K (-$13.3K)
Filed 2026-10-23
Vaquero Private Wealth, LTD
DECREASED
Shares4,827 from 4,838
Change-11 (0%)
Value$377.9K (-$14.2K)
Filed 2026-10-27
Marino, Stram & Associates LLC
INCREASED
Shares4,788 from 3,691
Change+1,097 (+30%)
Value$374.9K (+$75.7K)
Filed 2026-10-22
Elevated Financial Group LLC
DECREASED
Shares4,754 from 5,004
Change-250 (-5%)
Value$372.2K (-$33.4K)
Filed 2026-10-16
American Institute for Advanced Investment Management, LLP
INCREASED
Shares4,751 from 2,676
Change+2,075 (+78%)
Value$372.0K (+$155.0K)
Filed 2026-11-03
Joel Isaacson & Co., LLC
NEW
Shares4,739
Change+4,739
Value$371.0K
Filed 2026-11-05
Balance Wealth Partners LLC
DECREASED
Shares4,723 from 7,210
Change-2,487 (-34%)
Value$369.8K (-$214.6K)
Filed 2026-10-27
Quadrant Capital Group LLC
INCREASED
Shares4,691 from 4,550
Change+141 (+3%)
Value$373.1K (+$4.3K)
Filed 2026-10-20
BAR Harbor Wealth Management
DECREASED
Shares4,586 from 5,495
Change-909 (-17%)
Value$359.0K (-$86.4K)
Filed 2026-10-21
WealthPlan Investment Management, LLC
UNCHANGED
Shares4,567 from 4,567
Change0 (0%)
Value$357.5K (-$12.6K)
Filed 2026-10-15
Xcel Wealth Management, LLC
DECREASED
Shares4,517 from 4,845
Change-328 (-7%)
Value$353.6K (-$39.1K)
Filed 2026-10-26
GoalVest Advisory LLC
INCREASED
Shares4,508 from 4,461
Change+47 (+1%)
Value$352.9K (-$8.7K)
Filed 2026-10-02
Facet Wealth, Inc.
INCREASED
Shares4,495 from 2,993
Change+1,502 (+50%)
Value$351.9K (+$109.3K)
Filed 2026-11-04
Kraft, Davis & Associates, LLC
UNCHANGED
Shares4,495 from 4,495
Change0 (0%)
Value$357.0K (+$2.6K)
Filed 2026-10-21
Sage Financial Group Inc
NEW
Shares4,477
Change+4,477
Value$350.5K
Filed 2026-10-27
Seven Mile Advisory
UNCHANGED
Shares4,456 from 4,456
Change0 (0%)
Value$348.9K (-$12.3K)
Filed 2026-10-22
Gilpin Wealth Management, LLC
INCREASED
Shares4,406 from 4,341
Change+65 (+2%)
Value$344.9K (-$6.9K)
Filed 2026-10-09
Whelan Financial
INCREASED
Shares4,403 from 4,400
Change+3 (+0%)
Value$344.7K (-$11.9K)
Filed 2026-10-28
Aprio Wealth Management, LLC
DECREASED
Shares4,393 from 4,451
Change-58 (-1%)
Value$343.9K (-$16.9K)
Filed 2026-10-28
Gamma Investing LLC
DECREASED
Shares4,382 from 5,474
Change-1,092 (-20%)
Value$343.1K (-$100.7K)
Filed 2026-10-08
Zullo Investment Group, Inc.
UNCHANGED
Shares4,305 from 4,305
Change0 (0%)
Value$337.1K (-$11.9K)
Filed 2026-10-20
Adelphi Trust Co
UNCHANGED
Shares4,303 from 4,303
Change0 (0%)
Value$336.9K (-$11.9K)
Filed 2026-10-05
Three Magnolias Financial Advisors, LLC
UNCHANGED
Shares4,185 from 4,185
Change0 (0%)
Value$327.6K (-$11.6K)
Filed 2026-10-14
Cullen T Bankers, Inc.
INCREASED
Shares4,153 from 3,388
Change+765 (+23%)
Value$325.1K (+$50.5K)
Filed 2026-10-28
SkyOak Wealth, LLC
DECREASED
Shares4,018 from 4,098
Change-80 (-2%)
Value$314.6K (-$17.6K)
Filed 2026-10-28
Partners Wealth Management, LLC
NEW
Shares3,957
Change+3,957
Value$309.8K
Filed 2026-10-28
Members Wealth LLC
UNCHANGED
Shares3,913 from 3,913
Change0 (0%)
Value$308.7K (-$8.5K)
Filed 2026-10-20
Jacobi Capital Management LLC
INCREASED
Shares3,828 from 2,847
Change+981 (+34%)
Value$299.7K (+$68.9K)
Filed 2026-11-05
Westside Investment Management, Inc.
INCREASED
Shares3,729 from 3,500
Change+229 (+7%)
Value$291.9K (+$8.2K)
Filed 2026-11-02
QTR Family Wealth, LLC
DECREASED
Shares3,710 from 3,852
Change-142 (-4%)
Value$290.5K (-$21.8K)
Filed 2026-11-02
Cresta Advisors, Ltd.
UNCHANGED
Shares3,700 from 3,700
Change0 (0%)
Value$289.7K (-$10.2K)
Filed 2026-10-14
Lantern Wealth Advisors, LLC
INCREASED
Shares3,644 from 2,793
Change+851 (+30%)
Value$285.3K (+$58.9K)
Filed 2026-10-22
Equitable Trust Co
DECREASED
Shares3,613 from 6,120
Change-2,507 (-41%)
Value$282.9K (-$213.2K)
Filed 2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares3,597 from 3,556
Change+41 (+1%)
Value$281.6K (-$6.6K)
Filed 2026-10-27
Kestra Investment Management, LLC
DECREASED
Shares3,593 from 4,450
Change-857 (-19%)
Value$281.3K (-$79.4K)
Filed 2026-11-04
Power Wealth Management LLC
UNCHANGED
Shares3,574 from 3,574
Change0 (0%)
Value$279.8K (-$9.9K)
Filed 2026-10-27
Fifth Third Wealth Advisors LLC
DECREASED
Shares3,558 from 3,606
Change-48 (-1%)
Value$278.6K (-$13.7K)
Filed 2026-10-22
GLR Partners, LLC
DECREASED
Shares3,538 from 3,699
Change-161 (-4%)
Value$277.0K (-$22.9K)
Filed 2026-11-04
Fee-Only Financial Planning, L.C.
DECREASED
Shares3,535 from 4,135
Change-600 (-15%)
Value$276.8K (-$58.4K)
Filed 2026-10-23
Hidden Cove Wealth Management, LLC
DECREASED
Shares3,453 from 6,367
Change-2,914 (-46%)
Value$270.3K (-$245.8K)
Filed 2026-10-19
Lido Advisors, LLC
INCREASED
Shares3,419 from 3,354
Change+65 (+2%)
Value$267.7K (-$4.2K)
Filed 2026-11-04
Stillwater Wealth Management Group
NEW
Shares3,405
Change+3,405
Value$266.6K
Filed 2026-10-21
Baker Tilly Wealth Management, LLC
NEW
Shares3,374
Change+3,374
Value$264.2K
Filed 2026-10-05
Sovran Advisors, LLC
DECREASED
Shares3,372 from 4,781
Change-1,409 (-29%)
Value$269.6K (-$117.9K)
Filed 2026-11-02
Fearless Solutions, LLC dba Best Invest
NEW
Shares3,325
Change+3,325
Value$260.3K
Filed 2026-10-14
Encompass More Asset Management
NEW
Shares3,269
Change+3,269
Value$256.0K
Filed 2026-10-16
Altus Wealth Group LLC
DECREASED
Shares3,240 from 15,100
Change-11,860 (-79%)
Value$253.7K (-$970.3K)
Filed 2026-10-20
J. Derek Lewis & Associates Inc.
INCREASED
Shares3,184 from 3,182
Change+2 (+0%)
Value$249.2K (-$8.7K)
Filed 2026-11-03
Langley Wealth Management, LLC
INCREASED
Shares3,165 from 3,137
Change+28 (+1%)
Value$247.8K (-$6.5K)
Filed 2026-11-04
Revisor Wealth Management LLC
DECREASED
Shares3,107 from 4,060
Change-953 (-23%)
Value$245.0K (-$84.1K)
Filed 2026-10-20
Strategic Planning Group, LLC
INCREASED
Shares3,096 from 3,092
Change+4 (+0%)
Value$242.4K (-$8.2K)
Filed 2026-10-22
Miller Financial Services LLC
NEW
Shares3,062
Change+3,062
Value$239.7K
Filed 2026-10-20
Principle Wealth Partners LLC
DECREASED
Shares3,031 from 4,441
Change-1,410 (-32%)
Value$237.3K (-$122.7K)
Filed 2026-11-02
Noesis Capital Mangement Corp
NEW
Shares3,021
Change+3,021
Value$236.5K
Filed 2026-10-26
Clifford Swan Investment Counsel LLC
DECREASED
Shares3,003 from 4,003
Change-1,000 (-25%)
Value$235.1K (-$89.4K)
Filed 2026-11-05
Element Pointe Advisors, LLC
UNCHANGED
Shares2,963 from 2,963
Change0 (0%)
Value$232.0K (-$8.2K)
Filed 2026-10-21
Seven Hills Financial, LLC
NEW
Shares2,929
Change+2,929
Value$229.3K
Filed 2026-10-13
Kennedy Investment Group, Inc.
DECREASED
Shares2,921 from 2,933
Change-12 (0%)
Value$228.6K (-$9.1K)
Filed 2026-10-21
Compass Financial Management LLC
DECREASED
Shares2,871 from 3,005
Change-134 (-4%)
Value$224.8K (-$18.9K)
Filed 2026-10-30
Selby Wealth Management, LLC
UNCHANGED
Shares2,868 from 2,868
Change0 (0%)
Value$224.5K (-$7.9K)
Filed 2026-10-16
Smith Asset Management Co., LLC
NEW
Shares2,867
Change+2,867
Value$224.5K
Filed 2026-10-16
Scheeler Financial LLC
NEW
Shares2,830
Change+2,830
Value$221.6K
Filed 2026-10-13
Verdence Capital Advisors LLC
NEW
Shares2,816
Change+2,816
Value$220.5K
Filed 2026-10-26
Purewater Capital LLC
INCREASED
Shares2,789 from 2,500
Change+289 (+12%)
Value$218.4K (+$15.7K)
Filed 2026-10-23
Ascent Group, LLC
INCREASED
Shares2,786 from 2,480
Change+306 (+12%)
Value$218.1K (+$17.1K)
Filed 2026-10-30
Hudock, Inc.
INCREASED
Shares2,756 from 2,754
Change+2 (+0%)
Value$215.8K (-$7.4K)
Filed 2026-10-14
R2 Capital Strategies, LLC
DECREASED
Shares2,717 from 2,839
Change-122 (-4%)
Value$212.7K (-$17.4K)
Filed 2026-10-15
Core Wealth Partners LLC
NEW
Shares2,646
Change+2,646
Value$207.2K
Filed 2026-11-02
NBT Bank, N.A.
DECREASED
Shares2,557 from 2,741
Change-184 (-7%)
Value$200.2K (-$22.0K)
Filed 2026-10-21
Parkside Financial Bank & Trust
INCREASED
Shares2,510 from 2,505
Change+5 (+0%)
Value$196.5K (-$6.6K)
Filed 2026-10-27
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares2,130 from 2,130
Change0 (0%)
Value$166.8K (-$5.9K)
Filed 2026-10-29
Bayban
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$162.1K ($0)
Filed 2026-11-05
MidAtlantic Capital Management, Inc.
NEW
Shares1,945
Change+1,945
Value$152.3K
Filed 2026-11-05
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares1,926 from 1,926
Change0 (0%)
Value$150.8K (-$5.3K)
Filed 2026-11-04
Key FInancial Inc
UNCHANGED
Shares1,647 from 1,647
Change0 (0%)
Value$128.9K (-$4.6K)
Filed 2026-11-02
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares1,628 from 1,628
Change0 (0%)
Value$127.5K (-$4.5K)
Filed 2026-10-07
Glass Jacobson Investment Advisors llc
INCREASED
Shares1,440 from 1,438
Change+2 (+0%)
Value$112.8K (-$3.8K)
Filed 2026-10-26
CX Institutional
INCREASED
Shares1,181 from 1,152
Change+29 (+3%)
Value$92 (-$1)
Filed 2026-10-02
Nemes Rush Group LLC
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$86.1K (-$3.0K)
Filed 2026-11-04
Holos Integrated Wealth LLC
UNCHANGED
Shares1,076 from 1,076
Change0 (0%)
Value$85.4K (-$452)
Filed 2026-10-23
Mather Group, Llc.
UNCHANGED
Shares1,065 from 1,065
Change0 (0%)
Value$83.4K (-$3.0K)
Filed 2026-10-14
Key Capital Management, Inc
INCREASED
Shares1,009 from 231
Change+778 (+337%)
Value$79.0K (+$60.3K)
Filed 2026-11-03
Wolff Wiese Magana LLC
INCREASED
Shares1,008 from 880
Change+128 (+15%)
Value$78.9K (+$7.6K)
Filed 2026-10-15
City State Bank
UNCHANGED
Shares950 from 950
Change0 (0%)
Value$74.4K (-$2.6K)
Filed 2026-10-20
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares897 from 674
Change+223 (+33%)
Value$70.2K (+$15.6K)
Filed 2026-10-20
Harbor Investment Advisory, LLC
UNCHANGED
Shares895 from 895
Change0 (0%)
Value$70.1K (-$2.5K)
Filed 2026-10-13
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares854 from 1,052
Change-198 (-19%)
Value$66.9K (-$18.4K)
Filed 2026-10-16
Independence Bank of Kentucky
NEW
Shares837
Change+837
Value$65.5K
Filed 2026-10-26
Bokf, NA
DECREASED
Shares750 from 1,083
Change-333 (-31%)
Value$58.7K (-$29.1K)
Filed 2026-10-27
Navigoe, LLC
UNCHANGED
Shares737 from 737
Change0 (0%)
Value$57 (-$2)
Filed 2026-11-04
POM Investment Strategies, LLC
UNCHANGED
Shares736 from 736
Change0 (0%)
Value$57.6K (-$2.0K)
Filed 2026-10-20
Quest 10 Wealth Builders, Inc.
INCREASED
Shares730 from 687
Change+43 (+6%)
Value$57.2K (+$1.5K)
Filed 2026-11-02
SYM Financial Corp
NEW
Shares700
Change+700
Value$54.8K
Filed 2026-10-26
Hilltop National Bank
UNCHANGED
Shares697 from 697
Change0 (0%)
Value$54.6K (-$1.9K)
Filed 2026-10-14
Tsfg, LLC
DECREASED
Shares641 from 138,372
Change-137,731 (-100%)
Value$50.0K (-$11.2M)
Filed 2026-10-23
Reap Financial Group, LLC
INCREASED
Shares604 from 603
Change+1 (+0%)
Value$47.3K (-$1.6K)
Filed 2026-11-02
Silver Grove Financial Group, Inc.
INCREASED
Shares589 from 259
Change+330 (+127%)
Value$46.1K (+$25.1K)
Filed 2026-11-05
Quaker Wealth Management, LLC
INCREASED
Shares575 from 574
Change+1 (+0%)
Value$45.0K (-$1.5K)
Filed 2026-10-22
Rosenberg Matthew Hamilton
NEW
Shares550
Change+550
Value$43.1K
Filed 2026-10-05
Allspring Global Investments Holdings, LLC
INCREASED
Shares533 from 150
Change+383 (+255%)
Value$42.2K (+$30.2K)
Filed 2026-11-04
Avion Wealth
UNCHANGED
Shares525 from 525
Change0 (0%)
Value$41.0K (+$41.0K)
Filed 2026-11-04
Raleigh Capital Management Inc.
INCREASED
Shares504 from 503
Change+1 (+0%)
Value$39.4K (-$1.3K)
Filed 2026-10-28
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares478 from 477
Change+1 (+0%)
Value$37.4K (-$1.2K)
Filed 2026-10-28
Salomon & Ludwin, LLC
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$33.3K (-$974)
Filed 2026-10-29
Farmers & Merchants Investments Inc
UNCHANGED
Shares418 from 418
Change0 (0%)
Value$32.7K (-$1.2K)
Filed 2026-10-22
Reyes Financial Architecture, Inc.
UNCHANGED
Shares402 from 402
Change0 (0%)
Value$31.5K (-$1.1K)
Filed 2026-10-22
Aspect Partners, LLC
UNCHANGED
Shares384 from 384
Change0 (0%)
Value$30.1K (-$1.1K)
Filed 2026-10-20
Financial Perspectives, Inc
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$29.4K (-$1.0K)
Filed 2026-11-03
Kings Path Partners LLC
NEW
Shares343
Change+343
Value$26.9K
Filed 2026-10-21
EPG Wealth Management LLC
INCREASED
Shares337 from 336
Change+1 (+0%)
Value$26.4K (-$880)
Filed 2026-11-03
SBI Securities Co., Ltd.
INCREASED
Shares330 from 316
Change+14 (+4%)
Value$25.8K (+$221)
Filed 2026-10-22
Trust Co
INCREASED
Shares308 from 17
Change+291 (+1712%)
Value$24.1K (+$22.7K)
Filed 2026-10-09
Center for Financial Planning, Inc.
NEW
Shares303
Change+303
Value$23.8K
Filed 2026-10-26
Gables Capital Management Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$23.5K (-$831)
Filed 2026-11-04
Birchbrook, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$23.5K (-$831)
Filed 2026-10-14
Bare Financial Services, Inc
UNCHANGED
Shares279 from 279
Change0 (0%)
Value$21.8K (-$773)
Filed 2026-11-04
Buck Wealth Strategies, LLC
DECREASED
Shares270 from 3,710
Change-3,440 (-93%)
Value$21.1K (-$279.6K)
Filed 2026-10-28
West Financial Advisors, LLC
NEW
Shares250
Change+250
Value$19.6K
Filed 2026-10-22
Gen-Wealth Partners Inc
UNCHANGED
Shares244 from 244
Change0 (0%)
Value$19.1K (-$676)
Filed 2026-11-04
Tompkins Financial Corp
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$18.8K (-$664)
Filed 2026-10-05
Cape Investment Advisory, Inc.
DECREASED
Shares238 from 280
Change-42 (-15%)
Value$18.6K (-$4.1K)
Filed 2026-10-13
Versant Capital Management, Inc
UNCHANGED
Shares233 from 233
Change0 (0%)
Value$18.2K (-$645)
Filed 2026-10-02
Private Wealth Management Group, LLC
NEW
Shares215
Change+215
Value$16.8K
Filed 2026-10-19
Oakworth Capital, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$15.7K (-$458)
Filed 2026-10-26
Flagship Wealth Advisors, LLC
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$11.1K (-$394)
Filed 2026-11-03
First Community Trust NA
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$10.5K (-$371)
Filed 2026-10-07
Bfsg, LLC
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$10.2K (-$360)
Filed 2026-10-30
Lloyd Advisory Services, Llc.
DECREASED
Shares128 from 405
Change-277 (-68%)
Value$10.0K (-$22.8K)
Filed 2026-11-02
Accordant Advisory Group Inc
NEW
Shares127
Change+127
Value$9.9K
Filed 2026-10-29
Evermay Wealth Management LLC
UNCHANGED
Shares121 from 121
Change0 (0%)
Value$9.5K (-$335)
Filed 2026-11-05
William Mack & Associates, Inc.
NEW
Shares113
Change+113
Value$8.8K
Filed 2026-10-27
Valued Wealth Advisors LLC
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$7.4K (-$248)
Filed 2026-11-05
United Financial Planning Group LLC
NEW
Shares87
Change+87
Value$6.8K
Filed 2026-11-04
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$6.0K (-$213)
Filed 2026-10-28
Trust Co of Vermont
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$5.9K (-$208)
Filed 2026-10-21
Costello Asset Management, Inc
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$5.3K (-$188)
Filed 2026-10-30
Latitude Advisors, LLC
NEW
Shares48
Change+48
Value$3.8K
Filed 2026-10-27
Birch Financial Group, LLC
NEW
Shares46
Change+46
Value$3.6K
Filed 2026-10-27
Blue Trust, Inc.
DECREASED
Shares42 from 85
Change-43 (-51%)
Value$3.3K (-$3.6K)
Filed 2026-10-15
Central Trust Co
INCREASED
Shares39 from 32
Change+7 (+22%)
Value$3.1K (+$466)
Filed 2026-11-05
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$2.0K (-$70)
Filed 2026-10-27
Signaturefd, LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$1.7K (-$61)
Filed 2026-10-23
Scarborough Advisors, LLC
CLOSED
Shares0 from 150,748
Change-150,748 (-100%)
Value$0 (-$11.8M)
Filed 2026-10-16
Synergy Asset Management, LLC
CLOSED
Shares0 from 37,752
Change-37,752 (-100%)
Value$0 (-$3.1M)
Filed 2026-11-05
KMG Fiduciary Partners, LLC
CLOSED
Shares0 from 19,846
Change-19,846 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-14
Mission Wealth Management, LP
CLOSED
Shares0 from 12,859
Change-12,859 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-15
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 10,710
Change-10,710 (-100%)
Value$0 (-$868.2K)
Filed 2026-10-16
Cadent Capital Advisors, LLC
CLOSED
Shares0 from 10,046
Change-10,046 (-100%)
Value$0 (-$814.3K)
Filed 2026-10-09
Advisor Resource Council
CLOSED
Shares0 from 9,638
Change-9,638 (-100%)
Value$0 (-$781.2K)
Filed 2026-11-05
Hofer & Associates. Inc
CLOSED
Shares0 from 6,934
Change-6,934 (-100%)
Value$0 (-$562.1K)
Filed 2026-10-13
Apeiron RIA LLC
CLOSED
Shares0 from 6,272
Change-6,272 (-100%)
Value$0 (-$508.4K)
Filed 2026-10-08
World Equity Group, Inc.
CLOSED
Shares0 from 3,589
Change-3,589 (-100%)
Value$0 (-$291.0K)
Filed 2026-10-14
Matauro, LLC
CLOSED
Shares0 from 3,539
Change-3,539 (-100%)
Value$0 (-$286.9K)
Filed 2026-11-03
Flaharty Asset Management, LLC
CLOSED
Shares0 from 3,298
Change-3,298 (-100%)
Value$0 (-$264.3K)
Filed 2026-11-02
Nfsg Corp
CLOSED
Shares0 from 2,712
Change-2,712 (-100%)
Value$0 (-$219.8K)
Filed 2026-10-15
True Private Wealth Advisors
CLOSED
Shares0 from 2,629
Change-2,629 (-100%)
Value$0 (-$213.1K)
Filed 2026-10-19
Semus Wealth Partners LLC
CLOSED
Shares0 from 2,602
Change-2,602 (-100%)
Value$0 (-$210.9K)
Filed 2026-10-22
Bullseye Investment Management, LLC
CLOSED
Shares0 from 1,700
Change-1,700 (-100%)
Value$0 (-$137.8K)
Filed 2026-10-29
MCF Advisors LLC
CLOSED
Shares0 from 1,385
Change-1,385 (-100%)
Value$0 (-$112.3K)
Filed 2026-10-28
Torren Management, LLC
CLOSED
Shares0 from 1,355
Change-1,355 (-100%)
Value$0 (-$109.8K)
Filed 2026-10-29
Salem Investment Counselors Inc
CLOSED
Shares0 from 1,047
Change-1,047 (-100%)
Value$0 (-$84.9K)
Filed 2026-10-13
Gill Capital Partners, LLC
CLOSED
Shares0 from 412
Change-412 (-100%)
Value$0 (-$33.4K)
Filed 2026-10-13
Decker Retirement Planning Inc.
CLOSED
Shares0 from 374
Change-374 (-100%)
Value$0 (-$30.3K)
Filed 2026-10-19
LPL Financial LLC
N/A
Shares— from 34,938,293
Change-34,938,293 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 20,627,246
Change-20,627,246 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 12,803,482
Change-12,803,482 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 12,683,451
Change-12,683,451 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 9,393,389
Change-9,393,389 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 7,458,152
Change-7,458,152 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 5,503,234
Change-5,503,234 (-100%)
Value—
UBS Group AG
N/A
Shares— from 5,398,773
Change-5,398,773 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 5,392,002
Change-5,392,002 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 4,633,995
Change-4,633,995 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 4,350,617
Change-4,350,617 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,492,637
Change-3,492,637 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 3,198,885
Change-3,198,885 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 2,674,445
Change-2,674,445 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,562,816
Change-2,562,816 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,678,164
Change-1,678,164 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,623,440
Change-1,623,440 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,481,721
Change-1,481,721 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,431,021
Change-1,431,021 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 1,406,881
Change-1,406,881 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,342,401
Change-1,342,401 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 1,259,445
Change-1,259,445 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 1,135,839
Change-1,135,839 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 967,545
Change-967,545 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 912,649
Change-912,649 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 870,819
Change-870,819 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 860,676
Change-860,676 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 712,921
Change-712,921 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 709,083
Change-709,083 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 698,928
Change-698,928 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 669,631
Change-669,631 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 665,509
Change-665,509 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 663,879
Change-663,879 (-100%)
Value—
Paradiem, LLC
N/A
Shares— from 610,726
Change-610,726 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 588,137
Change-588,137 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 565,306
Change-565,306 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 554,406
Change-554,406 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 520,450
Change-520,450 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 506,198
Change-506,198 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 478,374
Change-478,374 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 468,651
Change-468,651 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 459,264
Change-459,264 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 423,202
Change-423,202 (-100%)
Value—
ODonnell Financial Services, LLC
N/A
Shares— from 376,288
Change-376,288 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 361,477
Change-361,477 (-100%)
Value—
&partners
N/A
Shares— from 352,932
Change-352,932 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 346,590
Change-346,590 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 331,858
Change-331,858 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 296,606
Change-296,606 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 296,008
Change-296,008 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 290,555
Change-290,555 (-100%)
Value—
Uniting Wealth Partners, LLC
N/A
Shares— from 278,026
Change-278,026 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 276,555
Change-276,555 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 274,745
Change-274,745 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 260,567
Change-260,567 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 259,141
Change-259,141 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 254,845
Change-254,845 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 246,860
Change-246,860 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 240,426
Change-240,426 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 235,642
Change-235,642 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 231,642
Change-231,642 (-100%)
Value—
Prudential PLC
N/A
Shares— from 227,200
Change-227,200 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 226,751
Change-226,751 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 223,682
Change-223,682 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 223,203
Change-223,203 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 215,875
Change-215,875 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 214,373
Change-214,373 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 210,243
Change-210,243 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 198,532
Change-198,532 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 194,317
Change-194,317 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 193,726
Change-193,726 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 193,183
Change-193,183 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 189,286
Change-189,286 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 188,051
Change-188,051 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 185,045
Change-185,045 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 168,498
Change-168,498 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 167,798
Change-167,798 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 154,095
Change-154,095 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 152,469
Change-152,469 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 149,402
Change-149,402 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 146,801
Change-146,801 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 143,165
Change-143,165 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 140,213
Change-140,213 (-100%)
Value—
Compass Financial Services Inc
N/A
Shares— from 136,465
Change-136,465 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 133,659
Change-133,659 (-100%)
Value—
Mach-1 Financial Group, LLC
N/A
Shares— from 133,012
Change-133,012 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 130,811
Change-130,811 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 129,507
Change-129,507 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 129,308
Change-129,308 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 127,709
Change-127,709 (-100%)
Value—
Invst, LLC
N/A
Shares— from 127,118
Change-127,118 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 126,221
Change-126,221 (-100%)
Value—
Stephens Inc
N/A
Shares— from 121,342
Change-121,342 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 118,662
Change-118,662 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 115,506
Change-115,506 (-100%)
Value—
Solano Wealth Investment Advisors LLC
N/A
Shares— from 115,413
Change-115,413 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 114,129
Change-114,129 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 113,809
Change-113,809 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 113,553
Change-113,553 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 110,258
Change-110,258 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 109,077
Change-109,077 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 107,924
Change-107,924 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 103,679
Change-103,679 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 103,577
Change-103,577 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 99,995
Change-99,995 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 96,741
Change-96,741 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 93,079
Change-93,079 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 92,702
Change-92,702 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 88,508
Change-88,508 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 87,714
Change-87,714 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 85,803
Change-85,803 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 83,654
Change-83,654 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 82,581
Change-82,581 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 81,339
Change-81,339 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 80,093
Change-80,093 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 77,661
Change-77,661 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 77,617
Change-77,617 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 77,411
Change-77,411 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 76,501
Change-76,501 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 75,898
Change-75,898 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 74,931
Change-74,931 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 74,407
Change-74,407 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 73,702
Change-73,702 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 71,292
Change-71,292 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 69,597
Change-69,597 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 69,301
Change-69,301 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 67,080
Change-67,080 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 64,524
Change-64,524 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 62,360
Change-62,360 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 62,297
Change-62,297 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 61,975
Change-61,975 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 61,729
Change-61,729 (-100%)
Value—
FMR LLC
N/A
Shares— from 61,431
Change-61,431 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 61,400
Change-61,400 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 60,293
Change-60,293 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 57,182
Change-57,182 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 56,920
Change-56,920 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 56,603
Change-56,603 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 55,955
Change-55,955 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 53,138
Change-53,138 (-100%)
Value—
Betterment LLC
N/A
Shares— from 53,119
Change-53,119 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 51,604
Change-51,604 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 47,301
Change-47,301 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 47,196
Change-47,196 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 45,782
Change-45,782 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 45,458
Change-45,458 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 44,894
Change-44,894 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 44,426
Change-44,426 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 43,550
Change-43,550 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 43,493
Change-43,493 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 41,279
Change-41,279 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 39,688
Change-39,688 (-100%)
Value—
Cedrus Wealth Group LLC
N/A
Shares— from 39,581
Change-39,581 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 39,020
Change-39,020 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 39,003
Change-39,003 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 38,892
Change-38,892 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 38,798
Change-38,798 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 38,401
Change-38,401 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 37,238
Change-37,238 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 37,113
Change-37,113 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 36,711
Change-36,711 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 36,103
Change-36,103 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 35,052
Change-35,052 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 34,831
Change-34,831 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 34,035
Change-34,035 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 33,944
Change-33,944 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 33,063
Change-33,063 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 31,546
Change-31,546 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 31,385
Change-31,385 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 30,518
Change-30,518 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 29,961
Change-29,961 (-100%)
Value—
Holistic Financial Partners
N/A
Shares— from 29,758
Change-29,758 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 29,395
Change-29,395 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 29,146
Change-29,146 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 28,938
Change-28,938 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 28,761
Change-28,761 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 27,915
Change-27,915 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 27,768
Change-27,768 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 27,696
Change-27,696 (-100%)
Value—
Everest Financial Group LLC
N/A
Shares— from 27,570
Change-27,570 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 27,399
Change-27,399 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 26,861
Change-26,861 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 26,819
Change-26,819 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 26,685
Change-26,685 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 26,145
Change-26,145 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 24,963
Change-24,963 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 24,894
Change-24,894 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 24,800
Change-24,800 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 24,433
Change-24,433 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 23,437
Change-23,437 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 22,475
Change-22,475 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 22,443
Change-22,443 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 22,155
Change-22,155 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 20,857
Change-20,857 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 20,144
Change-20,144 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 19,654
Change-19,654 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 19,594
Change-19,594 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 18,279
Change-18,279 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 18,059
Change-18,059 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 17,384
Change-17,384 (-100%)
Value—
Sequent Asset Management, LLC
N/A
Shares— from 17,335
Change-17,335 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 16,696
Change-16,696 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 16,619
Change-16,619 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 16,483
Change-16,483 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 16,337
Change-16,337 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 16,000
Change-16,000 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 15,977
Change-15,977 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 15,818
Change-15,818 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 15,784
Change-15,784 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 15,771
Change-15,771 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 15,531
Change-15,531 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 15,179
Change-15,179 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 15,149
Change-15,149 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 15,089
Change-15,089 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 14,992
Change-14,992 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 14,950
Change-14,950 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 14,745
Change-14,745 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 14,695
Change-14,695 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 14,456
Change-14,456 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 14,366
Change-14,366 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 13,930
Change-13,930 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 13,815
Change-13,815 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 13,790
Change-13,790 (-100%)
Value—
Keystone Financial Services, LLC
N/A
Shares— from 13,242
Change-13,242 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 12,905
Change-12,905 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 12,867
Change-12,867 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 12,852
Change-12,852 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 12,734
Change-12,734 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 11,922
Change-11,922 (-100%)
Value—
Beck Bode, LLC
N/A
Shares— from 11,549
Change-11,549 (-100%)
Value—
Nwam LLC
N/A
Shares— from 11,308
Change-11,308 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 10,938
Change-10,938 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 10,861
Change-10,861 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 10,841
Change-10,841 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 10,796
Change-10,796 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 10,201
Change-10,201 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 10,150
Change-10,150 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 9,684
Change-9,684 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 9,124
Change-9,124 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 9,098
Change-9,098 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 9,016
Change-9,016 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 9,015
Change-9,015 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 8,971
Change-8,971 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 8,891
Change-8,891 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 8,882
Change-8,882 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 8,860
Change-8,860 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 8,716
Change-8,716 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 8,573
Change-8,573 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 8,573
Change-8,573 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 8,504
Change-8,504 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 8,459
Change-8,459 (-100%)
Value—
McKinney Capital Management, LLC
N/A
Shares— from 7,294
Change-7,294 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 7,200
Change-7,200 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 7,046
Change-7,046 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 6,944
Change-6,944 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 6,799
Change-6,799 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 6,627
Change-6,627 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 6,614
Change-6,614 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 6,285
Change-6,285 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 6,189
Change-6,189 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 6,100
Change-6,100 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 5,785
Change-5,785 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 5,767
Change-5,767 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 5,724
Change-5,724 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 5,613
Change-5,613 (-100%)
Value—
Quest Investment Management LLC
N/A
Shares— from 5,449
Change-5,449 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 5,428
Change-5,428 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 5,332
Change-5,332 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 5,148
Change-5,148 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 4,946
Change-4,946 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 4,897
Change-4,897 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 4,885
Change-4,885 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 4,823
Change-4,823 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 4,769
Change-4,769 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 4,727
Change-4,727 (-100%)
Value—
Great Lakes Advisors, LLC
N/A
Shares— from 4,641
Change-4,641 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 4,469
Change-4,469 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 4,463
Change-4,463 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 4,341
Change-4,341 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 4,215
Change-4,215 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 4,150
Change-4,150 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 4,113
Change-4,113 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 4,035
Change-4,035 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 3,995
Change-3,995 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 3,817
Change-3,817 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 3,691
Change-3,691 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 3,575
Change-3,575 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 3,556
Change-3,556 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,507
Change-3,507 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 3,415
Change-3,415 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 3,396
Change-3,396 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 3,362
Change-3,362 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,360
Change-3,360 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 3,268
Change-3,268 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 3,238
Change-3,238 (-100%)
Value—
Dash Acquisitions Inc.
N/A
Shares— from 3,199
Change-3,199 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 3,116
Change-3,116 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 3,066
Change-3,066 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 2,968
Change-2,968 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 2,939
Change-2,939 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 2,805
Change-2,805 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 2,786
Change-2,786 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 2,741
Change-2,741 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 2,675
Change-2,675 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 2,675
Change-2,675 (-100%)
Value—
Vigil Wealth Management, LLC
N/A
Shares— from 2,646
Change-2,646 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 2,591
Change-2,591 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 2,587
Change-2,587 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 2,578
Change-2,578 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 2,559
Change-2,559 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 2,558
Change-2,558 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 2,501
Change-2,501 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 2,501
Change-2,501 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,411
Change-2,411 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 2,383
Change-2,383 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 2,324
Change-2,324 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 2,295
Change-2,295 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 2,287
Change-2,287 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 2,227
Change-2,227 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 2,190
Change-2,190 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,813
Change-1,813 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,767
Change-1,767 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 1,757
Change-1,757 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 1,622
Change-1,622 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 1,537
Change-1,537 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,245
Change-1,245 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,182
Change-1,182 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 1,067
Change-1,067 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 1,056
Change-1,056 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 1,034
Change-1,034 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 1,001
Change-1,001 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 925
Change-925 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 807
Change-807 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 738
Change-738 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 725
Change-725 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 697
Change-697 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 628
Change-628 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 598
Change-598 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 567
Change-567 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 469
Change-469 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 285
Change-285 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 240
Change-240 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 192
Change-192 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 189
Change-189 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 182
Change-182 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 166
Change-166 (-100%)
Value—
Collier Financial
N/A
Shares— from 127
Change-127 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 120
Change-120 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 106
Change-106 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 99
Change-99 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 79
Change-79 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 42
Change-42 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 37
Change-37 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
INCREASED5,720,8655,668,806+52,059+1%$459.5M$447.9M-$11.6M2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED3,752,7383,454,180+298,558+9%$280.0M$293.8M+$13.8M2026-11-02
Kestra Advisory Services, LLC
INCREASED2,904,7302,761,957+142,773+5%$223.9M$227.4M+$3.5M2026-11-02
Truist Financial Corp
DECREASED1,747,6261,796,860-49,234-3%$145.7M$136.8M-$8.8M2026-10-30
Prospera Financial Services Inc
INCREASED1,154,6871,105,561+49,126+4%$89.6M$91.4M+$1.8M2026-11-04
Kestra Private Wealth Services, LLC
INCREASED1,017,083961,997+55,086+6%$78.0M$79.6M+$1.6M2026-10-30
Csenge Advisory Group
DECREASED999,6381,066,840-67,202-6%$86.5M$78.3M-$8.2M2026-11-04
D.A. Davidson & Co.
DECREASED956,176977,097-20,921-2%$79.2M$74.9M-$4.3M2026-10-28
Elevation Point Wealth Partners, LLC
INCREASED798,520504,374+294,146+58%$40.9M$62.5M+$21.6M2026-11-05
Koshinski Asset Management, Inc.
INCREASED707,267573,639+133,628+23%$46.5M$55.4M+$8.9M2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED609,986577,642+32,344+6%$46.4M$48.5M+$2.1M2026-10-13
RVW Wealth, LLC
INCREASED596,440586,906+9,534+2%$47.6M$46.7M-$879.3K2026-10-06
Concurrent Investment Advisors, LLC
INCREASED568,548346,073+222,475+64%$28.1M$44.5M+$16.5M2026-10-16
Financial Partners Group, Inc
INCREASED552,438542,375+10,063+2%$44.0M$43.3M-$714.5K2026-10-19
Citigroup Inc
INCREASED529,973489,448+40,525+8%$39.7M$41.5M+$1.8M2026-11-04
First Heartland Consultants, Inc.
INCREASED510,462488,517+21,945+4%$39.6M$40.0M+$364.9K2026-10-08
Horizon Advisory Services, Inc.
DECREASED510,319523,280-12,961-2%$42.4M$40.0M-$2.5M2026-10-29
Rise Advisors, LLC
INCREASED502,526490,602+11,924+2%$39.8M$39.3M-$425.4K2026-10-16
VestGen Advisors, LLC
DECREASED416,864429,740-12,876-3%$34.8M$32.6M-$2.2M2026-10-27
US Bancorp \de\
INCREASED412,843406,393+6,450+2%$32.9M$32.3M-$628.5K2026-11-05
Park National Corp
DECREASED402,324403,681-1,3570%$32.7M$31.5M-$1.2M2026-10-05
Next Level Private LLC
INCREASED392,457378,597+13,860+4%$30.7M$30.7M+$36.4K2026-10-20
Hobart Private Capital, LLC
DECREASED381,720428,601-46,881-11%$34.7M$29.9M-$4.9M2026-10-19
Independent Financial Group, LLC
INCREASED364,024357,875+6,149+2%$29.0M$28.5M-$509.9K2026-10-13
Crumly & Associates Inc.
INCREASED346,312322,777+23,535+7%$26.2M$27.1M+$948.5K2026-10-07
Integrity Wealth Advisors, Inc.
NEW305,865—+305,865——$23.9M—2026-10-29
Flagship Harbor Advisors, LLC
INCREASED296,516184,471+112,045+61%$15.0M$23.2M+$8.3M2026-10-26
Howard Financial Services, Ltd.
INCREASED292,508283,158+9,350+3%$23.0M$22.9M-$52.4K2026-10-15
Key Client Fiduciary Advisors, LLC
DECREASED282,820285,320-2,500-1%$23.1M$22.1M-$986.1K2026-10-19
Sentinel Advisory Group, LLC
INCREASED280,657275,966+4,691+2%$22.4M$22.0M-$397.2K2026-10-20
Oppenheimer & Co Inc
INCREASED277,076267,847+9,229+3%$21.7M$21.7M-$19.4K2026-10-26
tru Independence LLC
DECREASED258,466260,568-2,102-1%$21.1M$20.2M-$886.3K2026-10-20
Chris Bulman Inc
INCREASED253,773233,836+19,937+9%$19.0M$19.9M+$913.3K2026-10-20
Avaii Wealth Management, LLC
DECREASED251,511251,696-1850%$20.4M$19.9M-$480.3K2026-10-09
Commonwealth Financial Services, LLC
DECREASED248,216324,066-75,850-23%$26.3M$19.4M-$6.8M2026-10-20
Sigma Planning Corp
DECREASED248,120252,822-4,702-2%$20.5M$19.4M-$1.1M2026-10-23
Redhawk Wealth Advisors, Inc.
DECREASED246,762266,232-19,470-7%$21.6M$19.3M-$2.3M2026-10-14
Golden State Wealth Management, LLC
INCREASED233,234116,217+117,017+101%$9.4M$18.3M+$8.8M2026-11-02
Assetmark, Inc
INCREASED233,070184,763+48,307+26%$15.0M$18.2M+$3.3M2026-10-21
J.W. Cole Advisors, Inc.
INCREASED228,040193,707+34,333+18%$15.7M$17.9M+$2.2M2026-11-05
Daymark Wealth Partners, LLC
DECREASED227,641241,606-13,965-6%$19.6M$17.8M-$1.8M2026-11-04
Brookstone Capital Management
INCREASED225,896205,160+20,736+10%$16.6M$17.7M+$1.1M2026-10-22
Walkner Condon Financial Advisors LLC
INCREASED223,549218,305+5,244+2%$17.7M$17.5M-$194.2K2026-11-02
Beacon Financial Group
DECREASED220,457222,060-1,603-1%$18.0M$17.3M-$740.6K2026-10-19
Summit Wealth Group LLC / Co
INCREASED218,990216,558+2,432+1%$17.6M$17.1M-$409.4K2026-10-29
Juno Financial Group LLC
DECREASED218,321224,835-6,514-3%$18.2M$17.1M-$1.1M2026-10-27
Pinnacle Associates LTD
INCREASED214,387211,788+2,599+1%$17.2M$16.8M-$383.2K2026-10-20
Davenport & Co LLC
INCREASED213,154195,511+17,643+9%$15.8M$16.7M+$839.7K2026-10-14
WealthCare Investment Partners, LLC
INCREASED206,78671,866+134,920+188%$5.8M$16.2M+$10.4M2026-11-05
Spectrum Wealth Advisory Group, LLC
DECREASED200,540214,395-13,855-6%$17.4M$15.7M-$1.7M2026-10-29
Rockport Wealth LLC
INCREASED196,158137,702+58,456+42%$11.2M$15.4M+$4.2M2026-11-03
GSG Advisors LLC
INCREASED194,440194,151+289+0%$15.7M$15.2M-$515.1K2026-11-03
HBW Advisory Services LLC
INCREASED194,165174,558+19,607+11%$14.1M$15.2M+$1.1M2026-10-15
Mainsail Financial Group, LLC
DECREASED193,425196,615-3,190-2%$15.9M$15.1M-$794.3K2026-10-23
Cornerstone Wealth Management, LLC
INCREASED189,156177,837+11,319+6%$14.4M$14.8M+$393.6K2026-11-04
AJ Advisors, LLC
INCREASED189,049180,710+8,339+5%$14.6M$14.8M+$152.3K2026-10-29
Ascentis Independent Advisors
NEW186,543—+186,543——$14.6M—2026-11-03
Wagner Wealth Management, LLC
INCREASED185,929183,014+2,915+2%$14.8M$14.6M-$278.7K2026-10-21
Atria Investments, Inc
INCREASED185,291176,381+8,910+5%$14.3M$14.5M+$209.0K2026-10-15
United Advisor Group, LLC
INCREASED185,201179,331+5,870+3%$14.5M$14.5M-$37.2K2026-11-03
Lynch & Associates
INCREASED179,61229,441+150,171+510%$2.4M$14.1M+$11.7M2026-10-13
Farther Finance Advisors, LLC
INCREASED179,604168,167+11,437+7%$13.6M$14.1M+$429.8K2026-10-08
Gaddis Premier Wealth Advisors LLC
INCREASED178,318135,538+42,780+32%$11.0M$14.0M+$3.0M2026-10-29
City Holding Co
INCREASED176,546163,516+13,030+8%$13.3M$13.8M+$567.1K2026-10-19
RFG Advisory, LLC
DECREASED167,946185,203-17,257-9%$15.0M$13.1M-$1.9M2026-11-03
PFG Advisors
INCREASED162,545160,875+1,670+1%$13.0M$12.7M-$314.9K2026-10-16
Legacy Capital Wealth Partners, LLC
INCREASED162,355161,249+1,106+1%$12.5M$12.0M-$428.3K2026-10-21
Weitzel Financial Services, Inc.
INCREASED158,225152,954+5,271+3%$12.2M$12.5M+$319.1K2026-10-16
O'Connor Financial Group LLC
INCREASED157,199156,498+701+0%$12.7M$12.3M-$378.6K2026-10-26
Vise Technologies, Inc.
INCREASED155,228148,203+7,025+5%$12.0M$12.2M+$139.4K2026-10-29
MGO One Seven LLC
INCREASED153,608126,252+27,356+22%$10.2M$12.0M+$1.8M2026-10-28
Wealthcare Advisory Partners LLC
INCREASED150,680149,633+1,047+1%$12.1M$11.8M-$332.6K2026-10-21
15 Wealth Advisors LLC
NEW140,444—+140,444——$11.0M—2026-10-14
Meridian Wealth Management, LLC
INCREASED138,579136,876+1,703+1%$11.1M$10.8M-$245.8K2026-11-05
James T. Borello RIA
INCREASED138,256111,054+27,202+24%$9.0M$10.8M+$1.8M2026-10-16
Accel Wealth Management
INCREASED137,688126,515+11,173+9%$10.3M$10.8M+$524.3K2026-10-13
Focus Financial Network, Inc.
INCREASED137,483131,584+5,899+4%$10.7M$10.8M+$97.4K2026-10-14
Triumph Capital Management
INCREASED132,285130,845+1,440+1%$10.6M$10.4M-$249.7K2026-10-14
Envision Financial LLC
INCREASED132,086118,126+13,960+12%$9.6M$10.3M+$765.7K2026-10-15
Certified Advisory Corp
INCREASED132,069115,835+16,234+14%$9.4M$10.3M+$950.1K2026-10-29
International Assets Investment Management, LLC
DECREASED126,749128,827-2,078-2%$10.4M$10.0M-$343.6K2026-11-02
Huntleigh Advisors, Inc.
INCREASED126,453124,358+2,095+2%$10.1M$9.9M-$180.5K2026-11-03
Total Clarity Wealth Management, Inc.
DECREASED123,862160,345-36,483-23%$13.0M$9.7M-$3.3M2026-10-26
Frederick Financial Consultants, LLC
INCREASED123,130121,227+1,903+2%$9.8M$9.6M-$186.8K2026-10-29
Fifth Third Bancorp
INCREASED122,498121,400+1,098+1%$9.8M$9.6M-$250.3K2026-11-05
Harel Insurance Investments & Financial Services Ltd.
INCREASED122,20080,000+42,200+53%$6.5M$9.6M+$3.1M2026-11-02
Nestegg Advisors, Inc.
DECREASED121,127124,730-3,603-3%$10.1M$9.5M-$627.6K2026-10-21
Milestones Private Investment Advisors LLC
INCREASED120,442117,367+3,075+3%$9.5M$9.4M-$84.4K2026-10-19
Virtus Wealth Solutions LLC
INCREASED118,863117,397+1,466+1%$9.5M$9.3M-$210.4K2026-11-03
Genesis Private Wealth, LLC
INCREASED118,402118,051+351+0%$9.6M$9.3M-$299.5K2026-11-02
Guided Capital Wealth Management, LLC
DECREASED116,860117,421-5610%$9.5M$9.1M-$369.2K2026-10-21
Pinnacle Wealth Management Advisory Group, LLC
INCREASED116,508113,228+3,280+3%$9.2M$9.1M-$56.9K2026-10-23
StoneCrest Wealth Management, Inc.
DECREASED116,483117,964-1,481-1%$9.6M$9.1M-$442.7K2026-11-03
Stewardship Concepts Financial Services LLC
DECREASED113,607121,182-7,575-6%$9.8M$8.9M-$928.7K2026-10-06
Wedbush Securities Inc
INCREASED112,60784,936+27,671+33%$6.9M$8.8M+$1.9M2026-10-22
IFP Advisors, Inc
DECREASED112,372117,303-4,931-4%$9.5M$8.8M-$711.0K2026-10-16
Centennial Wealth Advisory LLC
INCREASED109,920100,232+9,688+10%$8.1M$8.6M+$480.7K2026-10-16
Avidian Wealth Enterprises, LLC
DECREASED106,751123,839-17,088-14%$10.0M$8.4M-$1.7M2026-10-08
Fairway Financial, LLC
DECREASED99,852131,657-31,805-24%$10.7M$7.8M-$2.9M2026-10-20
Arvest Investments, Inc.
INCREASED99,29497,757+1,537+2%$7.9M$7.8M-$150.5K2026-10-21
Spire Wealth Management
INCREASED97,18291,309+5,873+6%$7.4M$7.6M+$206.9K2026-10-30
Iams Wealth Management, LLC
INCREASED96,64987,485+9,164+10%$7.1M$7.6M+$475.1K2026-10-15
Smart Wealth LLC
DECREASED95,202103,047-7,845-8%$8.4M$7.5M-$899.6K2026-11-04
IMG Wealth Management, Inc.
INCREASED93,33087,152+6,178+7%$7.1M$7.3M+$242.3K2026-10-27
Victory Financial Group, LLC
INCREASED93,04517,087+75,958+445%$1.4M$7.3M+$5.9M2026-10-27
Titleist Asset Management, LLC
INCREASED92,41178,447+13,964+18%$6.4M$7.2M+$875.9K2026-10-08
Fairvoy Private Wealth, LLC
INCREASED90,10974,875+15,234+20%$6.1M$7.1M+$985.3K2026-10-19
StoneX Group Inc.
DECREASED89,37295,308-5,936-6%$7.7M$7.0M-$727.3K2026-11-03
Kingswood Wealth Advisors, LLC
DECREASED89,20991,029-1,820-2%$7.4M$7.0M-$394.6K2026-10-23
RFG - Bristol Wealth Advisors, LLC
INCREASED89,17181,388+7,783+10%$6.6M$7.0M+$383.8K2026-10-09
Claro Advisors Inc.
INCREASED88,12184,343+3,778+4%$6.8M$6.9M+$62.2K2026-11-02
Insight Inv LLC
DECREASED87,12787,609-482-1%$7.1M$6.8M-$280.4K2026-10-27
Cottonwood Capital Advisors, LLC
DECREASED86,61487,248-634-1%$7.1M$6.8M-$291.4K2026-10-20
PKS Advisory Services, LLC
UNCHANGED80,57580,57500%$6.5M$6.5M$02026-10-26
EverSource Wealth Advisors, LLC
INCREASED79,53176,916+2,615+3%$6.2M$6.2M-$7.8K2026-11-04
Bank of New York Mellon Corp
INCREASED76,36062,884+13,476+21%$5.1M$6.0M+$880.9K2026-11-05
Founders Financial Securities LLC
INCREASED75,26572,544+2,721+4%$5.9M$5.9M+$12.1K2026-10-28
Nations Financial Group Inc,
INCREASED74,55067,706+6,844+10%$5.5M$5.8M+$348.2K2026-11-05
LVZ, Inc.
INCREASED73,35970,880+2,479+4%$5.7M$5.7M-$2.3K2026-10-20
Lineweaver Wealth Advisors, LLC
INCREASED73,00572,903+102+0%$5.9M$5.7M-$193.9K2026-10-13
BlueChip Wealth Advisors LLC
DECREASED72,97274,587-1,615-2%$6.0M$5.7M-$333.0K2026-11-03
Ballew Advisors, Inc
INCREASED72,86662,732+10,134+16%$5.0M$5.8M+$744.4K2026-10-05
Triad Wealth Partners, LLC
INCREASED71,82266,296+5,526+8%$5.4M$5.6M+$203.3K2026-10-26
CLG LLC
DECREASED71,07489,030-17,956-20%$7.2M$5.6M-$1.7M2026-10-13
Arwa LLC
NEW71,030—+71,030——$5.6M—2026-10-21
Able Financial Group, LLC
DECREASED70,74071,858-1,118-2%$5.8M$5.5M-$286.5K2026-10-14
Mattern Wealth Management LLC
INCREASED69,50766,401+3,106+5%$5.4M$5.4M+$59.2K2026-11-04
Perigon Wealth Management, LLC
DECREASED69,46770,822-1,355-2%$5.7M$5.4M-$302.3K2026-10-22
Five Pine Wealth Management
DECREASED68,92472,969-4,045-6%$5.9M$5.4M-$518.7K2026-10-20
Creative Planning
INCREASED67,60562,784+4,821+8%$5.1M$5.3M+$203.5K2026-11-02
Thrivent Financial for Lutherans
DECREASED67,42368,391-968-1%$5.5M$2.5M-$3.0M2026-11-05
Integrity Alliance, Llc.
INCREASED67,11753,009+14,108+27%$4.3M$5.3M+$957.7K2026-10-29
BankPlus Wealth Management LLC
INCREASED67,01055,816+11,194+20%$4.5M$5.2M+$721.9K2026-10-13
Willner & Heller, LLC
DECREASED66,64767,620-973-1%$5.5M$5.2M-$263.5K2026-10-28
Braun-Bostich & Associates Inc.
DECREASED65,60067,095-1,495-2%$5.4M$5.1M-$302.9K2026-10-20
Merkkuri Wealth Advisors LLC
INCREASED65,28164,393+888+1%$5.2M$5.1M-$108.9K2026-11-03
Avior Wealth Management, LLC
DECREASED65,00369,327-4,324-6%$5.6M$5.1M-$530.6K2026-10-13
Guilbault Capital LLC
DECREASED64,34069,174-4,834-7%$5.6M$5.0M-$570.1K2026-10-28
Carlson Financial, Inc.
DECREASED63,32364,855-1,532-2%$5.3M$5.0M-$299.3K2026-11-05
Park Avenue Securities LLC
INCREASED62,31355,734+6,579+12%$4.5M$4.9M+$360.0K2026-10-26
Capital Investment Advisory Services, LLC
INCREASED62,18243,636+18,546+43%$3.5M$4.9M+$1.3M2026-10-30
Ergawealth Advisors, Inc.
DECREASED60,29962,474-2,175-3%$5.1M$4.7M-$343.4K2026-10-21
Ignite Planners, LLC
INCREASED60,00952,067+7,942+15%$4.2M$4.7M+$514.9K2026-10-14
Crusonia Wealth Advisors LLC
DECREASED59,78659,835-490%$4.9M$4.7M-$169.6K2026-10-26
Dhjj Financial Advisors, Ltd.
INCREASED57,95957,154+805+1%$4.6M$4.5M-$95.3K2026-10-23
Nearside Advisors, LLC
NEW57,519—+57,519——$4.5M—2026-10-20
TrueWealth Advisors, LLC
INCREASED56,10050,754+5,346+11%$4.1M$4.4M+$277.9K2026-10-09
Southland Equity Partners LLC
INCREASED55,92452,128+3,796+7%$4.2M$4.4M+$152.8K2026-10-14
Larson Financial Group LLC
DECREASED53,01254,844-1,832-3%$4.4M$4.2M-$295.3K2026-11-05
Capital Asset Advisory Services LLC
DECREASED52,54653,387-841-2%$4.3M$4.2M-$141.2K2026-10-30
Hilton Head Capital Partners, LLC
DECREASED52,22452,460-2360%$4.3M$4.1M-$163.8K2026-10-23
TBH Global Asset Management, LLC
DECREASED52,13954,671-2,532-5%$4.4M$4.1M-$349.7K2026-11-03
Creative Financial Designs Inc
DECREASED52,01254,770-2,758-5%$4.4M$4.1M-$367.7K2026-11-04
Wisconsin Wealth Advisors, LLC
DECREASED51,32252,758-1,436-3%$4.3M$4.0M-$258.6K2026-10-08
Stegent Equity Advisors, Inc.
DECREASED51,21852,217-999-2%$4.2M$4.0M-$222.9K2026-10-13
Flagstar Securities, Inc
INCREASED50,79248,315+2,477+5%$3.9M$4.0M+$60.1K2026-10-15
Private Trust Co NA
INCREASED49,32440,840+8,484+21%$3.3M$3.9M+$551.1K2026-10-20
Ashton Thomas Private Wealth, LLC
INCREASED48,77746,693+2,084+4%$3.8M$3.8M+$33.9K2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED48,72445,709+3,015+7%$3.7M$3.8M+$109.4K2026-10-13
Asset Allocation Strategies LLC
DECREASED47,32349,146-1,823-4%$4.0M$3.7M-$278.9K2026-10-20
Purus Wealth Management, LLC
DECREASED47,21247,806-594-1%$3.9M$3.7M-$179.0K2026-10-15
Precedent Wealth Partners, LLC
INCREASED46,95427,097+19,857+73%$2.2M$3.7M+$1.5M2026-10-21
Shelton Wealth Management, LLC
INCREASED46,31246,292+20+0%$3.8M$3.6M-$126.6K2026-10-16
PCA Investment Advisory Services Inc.
DECREASED45,73646,088-352-1%$3.7M$3.6M-$155.2K2026-10-13
Clear Creek Financial Management, LLC
INCREASED45,64731,646+14,001+44%$2.6M$3.6M+$1.0M2026-10-28
SFG Wealth Management, Llc.
INCREASED43,49743,178+319+1%$3.5M$3.4M-$94.7K2026-10-23
Wagner Wealth Management, Corp
INCREASED42,53438,955+3,579+9%$3.2M$3.3M+$172.3K2026-10-20
Apollon Financial, LLC
DECREASED41,79942,350-551-1%$3.4M$3.3M-$160.4K2026-10-23
Tcfg Investment Advisors, LLC
DECREASED41,01841,321-303-1%$3.3M$3.2M-$138.2K2026-10-20
Platform Technology Partners
INCREASED40,26437,453+2,811+8%$3.0M$3.2M+$116.3K2026-11-02
Beacon Financial Advisory LLC
INCREASED39,21435,571+3,643+10%$2.9M$3.1M+$186.7K2026-10-16
EdgeRock Capital LLC
INCREASED38,11934,789+3,330+10%$2.8M$3.0M+$164.3K2026-11-03
Davis Investment Partners, LLC
DECREASED37,59837,694-960%$3.1M$2.9M-$111.9K2026-11-05
Uptick Partners, LLC
INCREASED36,96329,556+7,407+25%$2.4M$2.9M+$498.0K2026-11-04
SeaBridge Investment Advisors LLC
NEW36,528—+36,528——$2.9M—2026-11-02
Lanark Financial, Inc.
DECREASED36,46237,844-1,382-4%$3.1M$2.9M-$213.0K2026-10-26
Opinicus Capital, Inc.
DECREASED36,00936,620-611-2%$3.0M$2.8M-$149.3K2026-10-28
Wealth Effects LLC
DECREASED35,35735,784-427-1%$2.9M$2.8M-$132.6K2026-10-23
Beaumont Financial Advisors, LLC
DECREASED34,41336,865-2,452-7%$3.0M$2.7M-$294.1K2026-10-22
Global Assets Advisory, LLC
DECREASED34,20952,469-18,260-35%$4.2M$2.7M-$1.5M2026-10-28
Certuity, LLC
DECREASED33,89334,362-469-1%$2.8M$2.7M-$131.9K2026-11-02
Barrett & Company, Inc.
INCREASED33,58032,694+886+3%$2.7M$2.6M-$21.2K2026-10-22
Copper Harbor Investment Advisors, LLC
INCREASED32,93330,834+2,099+7%$2.5M$2.6M+$78.9K2026-10-16
Dagco, Inc.
INCREASED32,35230,680+1,672+5%$2.5M$2.5M+$45.9K2026-10-20
Cypress Wealth Services, LLC
INCREASED32,28830,792+1,496+5%$2.5M$2.6M+$69.6K2026-10-21
Rhodes Investment Advisors Inc
INCREASED32,25427,504+4,750+17%$2.2M$2.5M+$295.7K2026-10-07
Balefire, LLC
DECREASED31,84936,818-4,969-13%$3.0M$2.5M-$491.0K2026-10-09
MTM Investment Management, LLC
DECREASED31,76032,305-545-2%$2.6M$2.5M-$132.1K2026-10-30
Genesee Capital Advisors, LLC
DECREASED31,62832,943-1,315-4%$2.7M$2.5M-$194.3K2026-10-20
APS Management Group, Inc.
DECREASED31,08744,894-13,807-31%$3.6M$2.4M-$1.2M2026-10-14
Apollon Wealth Management, LLC
INCREASED30,47028,964+1,506+5%$2.3M$2.4M+$37.7K2026-10-23
Centerpoint Advisory Group
DECREASED30,30130,611-310-1%$2.5M$2.4M-$109.1K2026-10-23
AdvisorNet Financial, Inc
INCREASED30,14029,778+362+1%$2.4M$2.4M-$34.9K2026-10-15
Intrua Financial, LLC
INCREASED30,13629,284+852+3%$2.4M$2.4M-$14.4K2026-10-28
Foresight Capital Management Advisors, Inc.
DECREASED29,44431,048-1,604-5%$2.5M$2.3M-$208.0K2026-10-27
Strategic Blueprint, LLC
INCREASED29,25924,875+4,384+18%$2.0M$2.3M+$274.3K2026-10-22
WPG Advisers, LLC
INCREASED29,19428,875+319+1%$2.3M$2.3M-$55.0K2026-10-27
Serenity Investment Advisors
INCREASED29,13528,004+1,131+4%$2.3M$2.3M-$1.3K2026-10-30
National Wealth Management Group, LLC
INCREASED29,03726,415+2,622+10%$2.1M$2.3M+$132.1K2026-10-26
Winebrenner Capital Management LLC
DECREASED28,34931,410-3,061-10%$2.5M$2.2M-$326.7K2026-10-07
HUB Investment Partners, LLC
INCREASED27,83626,940+896+3%$2.2M$2.2M-$4.5K2026-11-03
Ellsworth Advisors, LLC
INCREASED27,14226,353+789+3%$2.1M$2.1M+$12.4K2026-10-15
True Blue Financial, LLC
DECREASED27,04727,751-704-3%$2.2M$2.1M-$132.0K2026-10-15
Orba Wealth Advisors, L.L.C.
INCREASED26,82826,824+4+0%$2.2M$2.1M-$74.0K2026-10-23
Parallel Advisors, LLC
INCREASED25,93322,049+3,884+18%$1.8M$2.0M+$243.0K2026-11-03
Southern Financial Group, LLC
INCREASED25,85825,284+574+2%$2.0M$2.0M-$25.1K2026-10-30
Grantvest Financial Group LLC
INCREASED25,07223,741+1,331+6%$1.9M$2.0M+$38.4K2026-10-21
Triton Wealth Management, Pllc
DECREASED24,96826,786-1,818-7%$2.1M$2.0M-$115.6K2026-11-04
Signature Equity Partners, LLC
INCREASED24,8851,124+23,761+2114%$91.1K$1.9M+$1.9M2026-10-29
Appalachian Capital Management Ltd
INCREASED24,45224,049+403+2%$1.9M$1.9M-$35.1K2026-10-14
Aurora Private Wealth, Inc.
INCREASED23,52921,691+1,838+8%$1.8M$1.8M+$84.0K2026-10-20
Boyer Financial Services, Inc.
INCREASED23,15422,398+756+3%$1.8M$1.8M+$17.7K2026-10-23
Pacific Excel Wealth Advisors, Inc.
NEW22,978—+22,978——$1.8M—2026-10-27
Keystone Wealth Services, LLC
DECREASED22,43025,274-2,844-11%$2.0M$1.8M-$280.8K2026-11-03
Morey & Quinn Wealth Partners, LLC
INCREASED22,33222,206+126+1%$1.8M$1.7M-$51.6K2026-10-28
Robertson Stephens Wealth Management, LLC
INCREASED22,04212,114+9,928+82%$982.0K$1.7M+$743.7K2026-10-16
Worthington Financial Partners, LLC
DECREASED21,68521,733-480%$1.8M$1.7M-$64.0K2026-10-13
RiverTree Advisors, LLC
INCREASED21,24418,242+3,002+16%$1.5M$1.7M+$184.5K2026-10-13
Novem Group
INCREASED21,10520,668+437+2%$1.7M$1.7M-$23.0K2026-10-19
Prism Advisors, Inc.
DECREASED20,51824,194-3,676-15%$2.0M$1.6M-$331.4K2026-10-09
Quad-Cities Investment Group, LLC
DECREASED20,33620,498-162-1%$1.7M$1.6M-$69.5K2026-10-16
Flynn Zito Capital Management, LLC
DECREASED19,69319,870-177-1%$1.6M$1.5M-$68.9K2026-11-04
Walker Asset Management, LLC
UNCHANGED19,50019,50000%$1.6M$1.5M-$54.0K2026-10-13
AFG Fiduciary Services Limited Partnership
DECREASED19,19219,317-125-1%$1.5M$1.5M-$21.7K2026-10-21
Blueprint Investment Partners LLC
INCREASED18,93016,539+2,391+14%$1.3M$1.5M+$141.4K2026-10-28
Valeo Financial Advisors, LLC
DECREASED18,75119,219-468-2%$1.6M$1.5M-$89.9K2026-10-08
Regatta Capital Group, LLC
DECREASED18,57921,875-3,296-15%$1.8M$1.5M-$318.7K2026-10-23
San Luis Wealth Advisors LLC
INCREASED17,98317,495+488+3%$1.4M$1.4M-$10.3K2026-10-27
Prosperity Financial Group, Inc.
INCREASED17,92214,203+3,719+26%$1.2M$1.4M+$251.8K2026-10-29
Family Capital Management, Inc.
DECREASED17,86017,887-270%$1.4M$1.4M-$51.6K2026-11-03
Chicago Partners Investment Group LLC
INCREASED17,85716,746+1,111+7%$1.3M$1.4M+$71.5K2026-10-27
Advocate Investing Services LLC
INCREASED17,43816,403+1,035+6%$1.3M$1.4M+$35.6K2026-10-26
B. Riley Wealth Advisors, Inc.
INCREASED17,40817,231+177+1%$1.4M$1.4M-$24.1K2026-10-13
Blueprint Financial Advisors LLC
INCREASED17,24416,539+705+4%$1.3M$1.4M+$9.4K2026-10-28
Kaydan Wealth Management, Inc.
DECREASED17,13820,078-2,940-15%$1.6M$1.3M-$285.8K2026-10-08
Compound Planning, Inc.
INCREASED16,9744,209+12,765+303%$341.2K$1.3M+$987.7K2026-11-05
Michels Family Financial, LLC
INCREASED16,47813,991+2,487+18%$1.1M$1.3M+$155.9K2026-11-02
Tranquility Partners, LLC
DECREASED16,45216,560-108-1%$1.3M$1.3M-$54.3K2026-10-20
Herold Advisors, Inc.
DECREASED16,34316,543-200-1%$1.3M$1.3M-$57.5K2026-10-19
Axxcess Wealth Management, LLC
DECREASED16,200102,856-86,656-84%$8.3M$1.3M-$7.1M2026-10-21
Sanchez Wealth Management Group
DECREASED16,158336,354-320,196-95%$27.3M$1.3M-$26.0M2026-11-02
Fermata Advisors, LLC
NEW16,044—+16,044——$1.3M—2026-10-13
Visionary Wealth Advisors
INCREASED16,00915,328+681+4%$1.2M$1.3M+$10.9K2026-11-04
Comprehensive Financial Consultants Institutional, Inc.
DECREASED15,55615,932-376-2%$1.3M$1.2M-$73.6K2026-10-15
Elevated Capital Advisors, LLC
DECREASED15,54217,332-1,790-10%$1.4M$1.2M-$188.2K2026-11-04
Root Financial Partners, LLC
DECREASED15,29516,443-1,148-7%$1.3M$1.2M-$135.5K2026-10-21
Cyndeo Wealth Partners, LLC
INCREASED15,1958,525+6,670+78%$691.1K$1.2M+$498.6K2026-10-16
Main Street Group, LTD
INCREASED14,80914,339+470+3%$1.2M$1.2M-$3.0K2026-10-28
First Horizon Corp
DECREASED14,39715,178-781-5%$1.2M$1.1M-$103.2K2026-10-26
Waterfront Wealth Inc.
INCREASED14,28713,970+317+2%$1.1M$1.1M+$14.4K2026-11-03
Private Client Services, LLC
INCREASED14,23912,343+1,896+15%$1.0M$1.1M+$114.2K2026-10-02
Mission Financial Group, LLC
INCREASED14,06114,004+57+0%$1.1M$1.1M-$34.3K2026-10-21
Signal Advisors Wealth, LLC
INCREASED13,86912,134+1,735+14%$983.6K$1.1M+$102.2K2026-10-13
Independent Wealth Network Inc.
INCREASED13,75512,254+1,501+12%$993.3K$1.1M+$83.6K2026-10-19
Woodward Diversified Capital, LLC
DECREASED13,74416,746-3,002-18%$1.4M$1.1M-$281.4K2026-10-21
Miramontes Capital, LLC
DECREASED13,68613,716-300%$1.1M$1.1M-$40.3K2026-10-19
Whitaker-Myers Wealth Managers, Ltd.
DECREASED13,67414,905-1,231-8%$1.2M$1.1M-$137.6K2026-10-09
Rubicon Advisors, GP
INCREASED13,43812,046+1,392+12%$976.4K$1.1M+$75.6K2026-10-23
Trueblood Wealth Management, LLC
INCREASED13,31313,291+22+0%$1.1M$1.0M-$35.0K2026-10-23
Krilogy Financial LLC
DECREASED13,18615,136-1,950-13%$1.2M$1.1M-$175.5K2026-10-13
First Citizens Bank & Trust Co
DECREASED12,88113,271-390-3%$1.1M$1.0M-$67.3K2026-10-14
Onyx Bridge Wealth Group LLC
INCREASED12,66512,393+272+2%$1.0M$991.5K-$13.0K2026-10-16
Confluence Wealth Services, Inc.
DECREASED12,47313,523-1,050-8%$1.1M$976.5K-$119.7K2026-11-05
Richmond Investment Services, LLC
INCREASED11,96711,869+98+1%$962.1K$936.9K-$25.2K2026-10-29
Prime Capital Investment Advisors, LLC
INCREASED11,76010,457+1,303+12%$847.6K$920.7K+$73.1K2026-10-20
Strategy Asset Managers LLC
UNCHANGED11,61711,61700%$941.7K$909.5K-$32.2K2026-10-14
Strategic Family Wealth Counselors, L.L.C.
UNCHANGED11,59311,59300%$939.7K$907.6K-$32.1K2026-10-29
Sowell Financial Services LLC
DECREASED11,52415,260-3,736-24%$1.2M$902.2K-$334.7K2026-10-23
Choreo, LLC
DECREASED11,45511,458-30%$928.8K$896.8K-$32.0K2026-10-28
Summit Financial Wealth Advisors, LLC
INCREASED11,1218,374+2,747+33%$678.8K$870.7K+$191.9K2026-10-15
DB&C Advisors, LLC
INCREASED11,08010,446+634+6%$846.7K$867.5K+$20.7K2026-10-26
Stonebridge Financial Group, LLC
DECREASED10,95311,110-157-1%$900.6K$857.5K-$43.1K2026-10-01
Beam Wealth Advisors, Inc.
INCREASED10,95010,578+372+4%$857.5K$857.3K-$1772026-11-03
M.E. Allison & Co., Inc.
INCREASED10,8816,561+4,320+66%$531.8K$851.9K+$320.1K2026-10-09
Cliftonlarsonallen Wealth Advisors, LLC
UNCHANGED10,69010,69000%$866.5K$836.9K-$29.6K2026-10-14
Advisortrust Partners, LLC
DECREASED10,63510,644-90%$862.8K$832.6K-$30.2K2026-11-02
Citizens Financial Group Inc
INCREASED10,47210,094+378+4%$818.2K$819.8K+$1.6K2026-10-23
Kingsbury Capital Investment Advisors LLC
DECREASED10,26911,922-1,653-14%$966.4K$804.0K-$162.4K2026-10-20
Alliance Wealth Advisors, LLC
INCREASED10,2489,735+513+5%$789.1K$802.3K+$13.2K2026-10-14
Tounjian Advisory Partners, LLC
DECREASED9,93615,188-5,252-35%$1.2M$777.9K-$453.2K2026-11-04
Sagespring Wealth Partners, LLC
DECREASED9,87410,720-846-8%$869.0K$773.0K-$96.0K2026-10-22
WealthBridge Capital Management, LLC
INCREASED9,8449,829+15+0%$796.8K$770.7K-$26.1K2026-10-16
XML Financial, LLC
UNCHANGED9,6069,60600%$778.7K$752.1K-$26.6K2026-10-29
CoreCap Advisors, LLC
DECREASED9,5699,984-415-4%$809.3K$749.2K-$60.1K2026-10-08
Simplicity Wealth,LLC
INCREASED9,5019,158+343+4%$742.3K$743.9K+$1.5K2026-10-23
MSH Capital Advisors LLC
INCREASED9,4975,634+3,863+69%$456.7K$743.5K+$286.8K2026-11-03
Diversify Advisory Services, LLC
INCREASED9,3278,850+477+5%$712.8K$743.6K+$30.8K2026-10-20
Diversify Wealth Management, LLC
INCREASED9,3278,850+477+5%$712.8K$743.6K+$30.8K2026-10-20
Integrated Advisors Network LLC
INCREASED9,3139,031+282+3%$732.1K$729.1K-$3.0K2026-10-20
Maseco LLP
UNCHANGED8,8588,85800%$717.9K$693.4K-$24.5K2026-10-27
Valtinson Bruner Financial Planning LLC
INCREASED8,6816,911+1,770+26%$560.2K$679.6K+$119.4K2026-11-02
Acorn Wealth Advisors, LLC
INCREASED8,5787,068+1,510+21%$572.9K$671.6K+$98.6K2026-10-19
Lighthouse Wealth Management Inc.
INCREASED8,5558,325+230+3%$674.8K$669.8K-$5.1K2026-10-13
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED8,3098,949-640-7%$725.4K$650.5K-$74.9K2026-10-14
WealthTrust Asset Management, LLC
DECREASED7,8538,326-473-6%$674.9K$614.8K-$60.2K2026-10-22
Clark Asset Management, LLC
UNCHANGED7,8077,80700%$632.8K$611.2K-$21.6K2026-10-19
Puff Wealth Management, LLC
DECREASED7,7647,782-180%$630.8K$607.8K-$23.0K2026-10-07
Schear Investment Advisers, LLC
NEW7,732—+7,732——$605.4K—2026-10-14
Tempo Wealth, LLC
INCREASED7,7326,425+1,307+20%$520.8K$605.4K+$84.6K2026-10-14
Atlas Private Wealth Advisors
DECREASED7,7088,278-570-7%$671.1K$603.5K-$67.6K2026-10-23
Integrity Wealth Partners, LLC
NEW7,683—+7,683——$601.5K—2026-10-14
Fifth Third Securities, Inc.
NEW7,648—+7,648——$598.8K—2026-10-21
Johnson Financial Group, LLC
DECREASED7,6398,719-1,080-12%$706.8K$598.1K-$108.7K2026-11-03
Castle Rock Wealth Management, LLC
INCREASED7,6296,917+712+10%$557.3K$606.2K+$48.8K2026-10-09
Patten Group, Inc.
INCREASED7,5892,624+4,965+189%$212.7K$594.1K+$381.4K2026-10-26
Ulrich Consultants & Investment Group, LLC
NEW7,500—+7,500——$587.2K—2026-10-13
Cambridge Advisors Inc.
INCREASED7,4877,107+380+5%$576.1K$586.2K+$10.1K2026-10-19
Hazlett, Burt & Watson, Inc.
INCREASED7,0186,738+280+4%$248.3K$224.3K-$24.0K2026-11-04
Castleview Partners, LLC
DECREASED7,0147,405-391-5%$600.2K$549.1K-$51.1K2026-10-09
Northwest Financial Advisors
DECREASED6,8237,383-560-8%$598.5K$534.2K-$64.3K2026-10-27
MBE Wealth Management, LLC
DECREASED6,7567,218-462-6%$585.1K$528.9K-$56.1K2026-10-26
Pinnacle Bancorp, Inc.
DECREASED6,7317,316-585-8%$593.0K$527.0K-$66.1K2026-10-21
Retirement Planning Group, LLC
DECREASED6,6177,531-914-12%$610.5K$518.0K-$92.4K2026-10-19
Northwest Wealth Management, LLC
UNCHANGED6,5396,53900%$530.1K$511.9K-$18.1K2026-10-30
Evolution Wealth Management Inc.
INCREASED6,5076,107+400+7%$495.0K$509.4K+$14.4K2026-10-28
Archer Investment Corp
INCREASED6,4114,202+2,209+53%$340.7K$502.0K+$161.3K2026-11-05
Catalyst Investment Management LLC
DECREASED6,37835,071-28,693-82%$2.8M$499.4K-$2.3M2026-10-21
Maia Wealth LLC
DECREASED6,3368,145-1,809-22%$660.2K$496.0K-$164.2K2026-10-19
Stackstone Wealth, LLC
NEW6,314—+6,314——$494.3K—2026-10-19
Dynamic Advisor Solutions LLC
DECREASED6,1826,949-767-11%$563.3K$484.0K-$79.3K2026-10-13
Rossby Financial, LCC
DECREASED6,1617,898-1,737-22%$640.2K$482.4K-$157.8K2026-11-05
Paragon Private Wealth Management, LLC
INCREASED6,0956,090+5+0%$493.7K$477.1K-$16.5K2026-10-20
Meadow Creek Wealth Advisors LLC
NEW6,012—+6,012——$470.7K—2026-11-02
Junk Investment Group, LLC
UNCHANGED5,9975,99700%$486.1K$469.5K-$16.6K2026-10-19
BIP Wealth, LLC
DECREASED5,8935,931-38-1%$480.7K$461.4K-$19.3K2026-10-22
Capital Square, LLC
INCREASED5,8665,547+319+6%$445.5K$459.3K+$13.8K2026-10-19
Avantra Family Wealth, Inc.
INCREASED5,8225,192+630+12%$420.8K$455.8K+$35.0K2026-10-20
Tucker Asset Management LLC
INCREASED5,7814,769+1,012+21%$386.6K$452.6K+$66.0K2026-10-29
KPP Advisory Services LLC
INCREASED5,7464,595+1,151+25%$372.5K$449.9K+$77.4K2026-10-26
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED5,69156,748-51,057-90%$4.6M$445.6K-$4.2M2026-10-14
GK Wealth Management LLC
DECREASED5,6549,809-4,155-42%$795.1K$442.7K-$352.4K2026-10-09
Tempus Wealth Planning, LLC
INCREASED5,6264,105+1,521+37%$332.7K$440.5K+$107.8K2026-10-14
Old Port Advisors
UNCHANGED5,5495,54900%$449.8K$434.4K-$15.4K2026-10-23
Brighton Jones LLC
INCREASED5,4935,484+9+0%$444.5K$430.1K-$14.5K2026-11-03
Clear Point Advisors Inc.
INCREASED5,4584,738+720+15%$384.1K$427.3K+$43.3K2026-10-30
Global View Capital Management LLC
INCREASED5,3545,002+352+7%$405.5K$419.2K+$13.7K2026-10-28
Whalen Wealth Management Inc.
NEW5,239—+5,239——$410.2K—2026-10-08
Realta Investment Advisors
DECREASED5,2336,769-1,536-23%$548.7K$409.7K-$139.0K2026-10-14
Formidable Asset Management, LLC
INCREASED5,1874,637+550+12%$316.6K$420.5K+$103.8K2026-11-03
Keybank National Association
DECREASED4,9456,544-1,599-24%$530.5K$387.1K-$143.3K2026-11-04
Sacks & Associates, LLC
UNCHANGED4,9414,94100%$400.7K$386.8K-$13.8K2026-10-09
Tortuga Wealth Management, Inc
INCREASED4,9194,720+199+4%$382.6K$385.2K+$2.6K2026-10-27
Rose Capital Advisors LLC
NEW4,903—+4,903——$383.9K—2026-11-04
Goldstein Advisors, LLC
DECREASED4,8624,869-70%$394.7K$380.6K-$14.0K2026-10-15
Register Financial Advisors LLC
INCREASED4,8534,851+2+0%$393.3K$379.9K-$13.3K2026-10-23
Vaquero Private Wealth, LTD
DECREASED4,8274,838-110%$392.1K$377.9K-$14.2K2026-10-27
Marino, Stram & Associates LLC
INCREASED4,7883,691+1,097+30%$299.2K$374.9K+$75.7K2026-10-22
Elevated Financial Group LLC
DECREASED4,7545,004-250-5%$405.6K$372.2K-$33.4K2026-10-16
American Institute for Advanced Investment Management, LLP
INCREASED4,7512,676+2,075+78%$216.9K$372.0K+$155.0K2026-11-03
Joel Isaacson & Co., LLC
NEW4,739—+4,739——$371.0K—2026-11-05
Balance Wealth Partners LLC
DECREASED4,7237,210-2,487-34%$584.4K$369.8K-$214.6K2026-10-27
Quadrant Capital Group LLC
INCREASED4,6914,550+141+3%$368.8K$373.1K+$4.3K2026-10-20
BAR Harbor Wealth Management
DECREASED4,5865,495-909-17%$445.4K$359.0K-$86.4K2026-10-21
WealthPlan Investment Management, LLC
UNCHANGED4,5674,56700%$370.2K$357.5K-$12.6K2026-10-15
Xcel Wealth Management, LLC
DECREASED4,5174,845-328-7%$392.7K$353.6K-$39.1K2026-10-26
GoalVest Advisory LLC
INCREASED4,5084,461+47+1%$361.6K$352.9K-$8.7K2026-10-02
Facet Wealth, Inc.
INCREASED4,4952,993+1,502+50%$242.6K$351.9K+$109.3K2026-11-04
Kraft, Davis & Associates, LLC
UNCHANGED4,4954,49500%$354.4K$357.0K+$2.6K2026-10-21
Sage Financial Group Inc
NEW4,477—+4,477——$350.5K—2026-10-27
Seven Mile Advisory
UNCHANGED4,4564,45600%$361.2K$348.9K-$12.3K2026-10-22
Gilpin Wealth Management, LLC
INCREASED4,4064,341+65+2%$351.9K$344.9K-$6.9K2026-10-09
Whelan Financial
INCREASED4,4034,400+3+0%$356.7K$344.7K-$11.9K2026-10-28
Aprio Wealth Management, LLC
DECREASED4,3934,451-58-1%$360.8K$343.9K-$16.9K2026-10-28
Gamma Investing LLC
DECREASED4,3825,474-1,092-20%$443.7K$343.1K-$100.7K2026-10-08
Zullo Investment Group, Inc.
UNCHANGED4,3054,30500%$349.0K$337.1K-$11.9K2026-10-20
Adelphi Trust Co
UNCHANGED4,3034,30300%$348.8K$336.9K-$11.9K2026-10-05
Three Magnolias Financial Advisors, LLC
UNCHANGED4,1854,18500%$339.2K$327.6K-$11.6K2026-10-14
Cullen T Bankers, Inc.
INCREASED4,1533,388+765+23%$274.6K$325.1K+$50.5K2026-10-28
SkyOak Wealth, LLC
DECREASED4,0184,098-80-2%$332.2K$314.6K-$17.6K2026-10-28
Partners Wealth Management, LLC
NEW3,957—+3,957——$309.8K—2026-10-28
Members Wealth LLC
UNCHANGED3,9133,91300%$317.2K$308.7K-$8.5K2026-10-20
Jacobi Capital Management LLC
INCREASED3,8282,847+981+34%$230.8K$299.7K+$68.9K2026-11-05
Westside Investment Management, Inc.
INCREASED3,7293,500+229+7%$283.7K$291.9K+$8.2K2026-11-02
QTR Family Wealth, LLC
DECREASED3,7103,852-142-4%$312.3K$290.5K-$21.8K2026-11-02
Cresta Advisors, Ltd.
UNCHANGED3,7003,70000%$299.9K$289.7K-$10.2K2026-10-14
Lantern Wealth Advisors, LLC
INCREASED3,6442,793+851+30%$226.4K$285.3K+$58.9K2026-10-22
Equitable Trust Co
DECREASED3,6136,120-2,507-41%$496.1K$282.9K-$213.2K2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED3,5973,556+41+1%$288.3K$281.6K-$6.6K2026-10-27
Kestra Investment Management, LLC
DECREASED3,5934,450-857-19%$360.7K$281.3K-$79.4K2026-11-04
Power Wealth Management LLC
UNCHANGED3,5743,57400%$289.7K$279.8K-$9.9K2026-10-27
Fifth Third Wealth Advisors LLC
DECREASED3,5583,606-48-1%$292.3K$278.6K-$13.7K2026-10-22
GLR Partners, LLC
DECREASED3,5383,699-161-4%$299.8K$277.0K-$22.9K2026-11-04
Fee-Only Financial Planning, L.C.
DECREASED3,5354,135-600-15%$335.2K$276.8K-$58.4K2026-10-23
Hidden Cove Wealth Management, LLC
DECREASED3,4536,367-2,914-46%$516.1K$270.3K-$245.8K2026-10-19
Lido Advisors, LLC
INCREASED3,4193,354+65+2%$271.9K$267.7K-$4.2K2026-11-04
Stillwater Wealth Management Group
NEW3,405—+3,405——$266.6K—2026-10-21
Baker Tilly Wealth Management, LLC
NEW3,374—+3,374——$264.2K—2026-10-05
Sovran Advisors, LLC
DECREASED3,3724,781-1,409-29%$387.4K$269.6K-$117.9K2026-11-02
Fearless Solutions, LLC dba Best Invest
NEW3,325—+3,325——$260.3K—2026-10-14
Encompass More Asset Management
NEW3,269—+3,269——$256.0K—2026-10-16
Altus Wealth Group LLC
DECREASED3,24015,100-11,860-79%$1.2M$253.7K-$970.3K2026-10-20
J. Derek Lewis & Associates Inc.
INCREASED3,1843,182+2+0%$257.9K$249.2K-$8.7K2026-11-03
Langley Wealth Management, LLC
INCREASED3,1653,137+28+1%$254.3K$247.8K-$6.5K2026-11-04
Revisor Wealth Management LLC
DECREASED3,1074,060-953-23%$329.1K$245.0K-$84.1K2026-10-20
Strategic Planning Group, LLC
INCREASED3,0963,092+4+0%$250.7K$242.4K-$8.2K2026-10-22
Miller Financial Services LLC
NEW3,062—+3,062——$239.7K—2026-10-20
Principle Wealth Partners LLC
DECREASED3,0314,441-1,410-32%$360.0K$237.3K-$122.7K2026-11-02
Noesis Capital Mangement Corp
NEW3,021—+3,021——$236.5K—2026-10-26
Clifford Swan Investment Counsel LLC
DECREASED3,0034,003-1,000-25%$324.5K$235.1K-$89.4K2026-11-05
Element Pointe Advisors, LLC
UNCHANGED2,9632,96300%$240.2K$232.0K-$8.2K2026-10-21
Seven Hills Financial, LLC
NEW2,929—+2,929——$229.3K—2026-10-13
Kennedy Investment Group, Inc.
DECREASED2,9212,933-120%$237.8K$228.6K-$9.1K2026-10-21
Compass Financial Management LLC
DECREASED2,8713,005-134-4%$243.7K$224.8K-$18.9K2026-10-30
Selby Wealth Management, LLC
UNCHANGED2,8682,86800%$232.5K$224.5K-$7.9K2026-10-16
Smith Asset Management Co., LLC
NEW2,867—+2,867——$224.5K—2026-10-16
Scheeler Financial LLC
NEW2,830—+2,830——$221.6K—2026-10-13
Verdence Capital Advisors LLC
NEW2,816—+2,816——$220.5K—2026-10-26
Purewater Capital LLC
INCREASED2,7892,500+289+12%$202.6K$218.4K+$15.7K2026-10-23
Ascent Group, LLC
INCREASED2,7862,480+306+12%$201.0K$218.1K+$17.1K2026-10-30
Hudock, Inc.
INCREASED2,7562,754+2+0%$223.3K$215.8K-$7.4K2026-10-14
R2 Capital Strategies, LLC
DECREASED2,7172,839-122-4%$230.2K$212.7K-$17.4K2026-10-15
Core Wealth Partners LLC
NEW2,646—+2,646——$207.2K—2026-11-02
NBT Bank, N.A.
DECREASED2,5572,741-184-7%$222.2K$200.2K-$22.0K2026-10-21
Parkside Financial Bank & Trust
INCREASED2,5102,505+5+0%$203.1K$196.5K-$6.6K2026-10-27
Blue Bell Private Wealth Management, LLC
UNCHANGED2,1302,13000%$172.7K$166.8K-$5.9K2026-10-29
Bayban
UNCHANGED2,0002,00000%$162.1K$162.1K$02026-11-05
MidAtlantic Capital Management, Inc.
NEW1,945—+1,945——$152.3K—2026-11-05
Plante Moran Financial Advisors, LLC
UNCHANGED1,9261,92600%$156.1K$150.8K-$5.3K2026-11-04
Key FInancial Inc
UNCHANGED1,6471,64700%$133.5K$128.9K-$4.6K2026-11-02
Wealth Enhancement Trust Services, Inc.
UNCHANGED1,6281,62800%$132.0K$127.5K-$4.5K2026-10-07
Glass Jacobson Investment Advisors llc
INCREASED1,4401,438+2+0%$116.5K$112.8K-$3.8K2026-10-26
CX Institutional
INCREASED1,1811,152+29+3%$93$92-$12026-10-02
Nemes Rush Group LLC
UNCHANGED1,1001,10000%$89.2K$86.1K-$3.0K2026-11-04
Holos Integrated Wealth LLC
UNCHANGED1,0761,07600%$85.8K$85.4K-$4522026-10-23
Mather Group, Llc.
UNCHANGED1,0651,06500%$86.3K$83.4K-$3.0K2026-10-14
Key Capital Management, Inc
INCREASED1,009231+778+337%$18.7K$79.0K+$60.3K2026-11-03
Wolff Wiese Magana LLC
INCREASED1,008880+128+15%$71.3K$78.9K+$7.6K2026-10-15
City State Bank
UNCHANGED95095000%$77.0K$74.4K-$2.6K2026-10-20
Atlantic Edge Private Wealth Management, LLC
INCREASED897674+223+33%$54.6K$70.2K+$15.6K2026-10-20
Harbor Investment Advisory, LLC
UNCHANGED89589500%$72.5K$70.1K-$2.5K2026-10-13
Halbert Hargrove Global Advisors, LLC
DECREASED8541,052-198-19%$85.3K$66.9K-$18.4K2026-10-16
Independence Bank of Kentucky
NEW837—+837——$65.5K—2026-10-26
Bokf, NA
DECREASED7501,083-333-31%$87.8K$58.7K-$29.1K2026-10-27
Navigoe, LLC
UNCHANGED73773700%$59$57-$22026-11-04
POM Investment Strategies, LLC
UNCHANGED73673600%$59.7K$57.6K-$2.0K2026-10-20
Quest 10 Wealth Builders, Inc.
INCREASED730687+43+6%$55.7K$57.2K+$1.5K2026-11-02
SYM Financial Corp
NEW700—+700——$54.8K—2026-10-26
Hilltop National Bank
UNCHANGED69769700%$56.5K$54.6K-$1.9K2026-10-14
Tsfg, LLC
DECREASED641138,372-137,731-100%$11.2M$50.0K-$11.2M2026-10-23
Reap Financial Group, LLC
INCREASED604603+1+0%$48.9K$47.3K-$1.6K2026-11-02
Silver Grove Financial Group, Inc.
INCREASED589259+330+127%$21.0K$46.1K+$25.1K2026-11-05
Quaker Wealth Management, LLC
INCREASED575574+1+0%$46.5K$45.0K-$1.5K2026-10-22
Rosenberg Matthew Hamilton
NEW550—+550——$43.1K—2026-10-05
Allspring Global Investments Holdings, LLC
INCREASED533150+383+255%$12.0K$42.2K+$30.2K2026-11-04
Avion Wealth
UNCHANGED52552500%$42$41.0K+$41.0K2026-11-04
Raleigh Capital Management Inc.
INCREASED504503+1+0%$40.8K$39.4K-$1.3K2026-10-28
Marshall & Sterling Wealth Advisors Inc.
INCREASED478477+1+0%$38.6K$37.4K-$1.2K2026-10-28
Salomon & Ludwin, LLC
UNCHANGED42542500%$34.2K$33.3K-$9742026-10-29
Farmers & Merchants Investments Inc
UNCHANGED41841800%$33.9K$32.7K-$1.2K2026-10-22
Reyes Financial Architecture, Inc.
UNCHANGED40240200%$32.6K$31.5K-$1.1K2026-10-22
Aspect Partners, LLC
UNCHANGED38438400%$31.1K$30.1K-$1.1K2026-10-20
Financial Perspectives, Inc
UNCHANGED37537500%$30.4K$29.4K-$1.0K2026-11-03
Kings Path Partners LLC
NEW343—+343——$26.9K—2026-10-21
EPG Wealth Management LLC
INCREASED337336+1+0%$27.3K$26.4K-$8802026-11-03
SBI Securities Co., Ltd.
INCREASED330316+14+4%$25.6K$25.8K+$2212026-10-22
Trust Co
INCREASED30817+291+1712%$1.4K$24.1K+$22.7K2026-10-09
Center for Financial Planning, Inc.
NEW303—+303——$23.8K—2026-10-26
Gables Capital Management Inc.
UNCHANGED30030000%$24.3K$23.5K-$8312026-11-04
Birchbrook, Inc.
UNCHANGED30030000%$24.3K$23.5K-$8312026-10-14
Bare Financial Services, Inc
UNCHANGED27927900%$22.6K$21.8K-$7732026-11-04
Buck Wealth Strategies, LLC
DECREASED2703,710-3,440-93%$300.7K$21.1K-$279.6K2026-10-28
West Financial Advisors, LLC
NEW250—+250——$19.6K—2026-10-22
Gen-Wealth Partners Inc
UNCHANGED24424400%$19.8K$19.1K-$6762026-11-04
Tompkins Financial Corp
UNCHANGED24024000%$19.5K$18.8K-$6642026-10-05
Cape Investment Advisory, Inc.
DECREASED238280-42-15%$22.7K$18.6K-$4.1K2026-10-13
Versant Capital Management, Inc
UNCHANGED23323300%$18.9K$18.2K-$6452026-10-02
Private Wealth Management Group, LLC
NEW215—+215——$16.8K—2026-10-19
Oakworth Capital, Inc.
UNCHANGED20020000%$16.1K$15.7K-$4582026-10-26
Flagship Wealth Advisors, LLC
UNCHANGED14214200%$11.5K$11.1K-$3942026-11-03
First Community Trust NA
UNCHANGED13413400%$10.9K$10.5K-$3712026-10-07
Bfsg, LLC
UNCHANGED13013000%$10.5K$10.2K-$3602026-10-30
Lloyd Advisory Services, Llc.
DECREASED128405-277-68%$32.8K$10.0K-$22.8K2026-11-02
Accordant Advisory Group Inc
NEW127—+127——$9.9K—2026-10-29
Evermay Wealth Management LLC
UNCHANGED12112100%$9.8K$9.5K-$3352026-11-05
William Mack & Associates, Inc.
NEW113—+113——$8.8K—2026-10-27
Valued Wealth Advisors LLC
UNCHANGED959500%$7.7K$7.4K-$2482026-11-05
United Financial Planning Group LLC
NEW87—+87——$6.8K—2026-11-04
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED777700%$6.2K$6.0K-$2132026-10-28
Trust Co of Vermont
UNCHANGED757500%$6.1K$5.9K-$2082026-10-21
Costello Asset Management, Inc
UNCHANGED686800%$5.5K$5.3K-$1882026-10-30
Latitude Advisors, LLC
NEW48—+48——$3.8K—2026-10-27
Birch Financial Group, LLC
NEW46—+46——$3.6K—2026-10-27
Blue Trust, Inc.
DECREASED4285-43-51%$6.9K$3.3K-$3.6K2026-10-15
Central Trust Co
INCREASED3932+7+22%$2.6K$3.1K+$4662026-11-05
Pinnacle Wealth Planning Services, Inc.
UNCHANGED252500%$2.0K$2.0K-$702026-10-27
Signaturefd, LLC
UNCHANGED222200%$1.8K$1.7K-$612026-10-23
Scarborough Advisors, LLC
CLOSED0150,748-150,748-100%$11.8M$0-$11.8M2026-10-16
Synergy Asset Management, LLC
CLOSED037,752-37,752-100%$3.1M$0-$3.1M2026-11-05
KMG Fiduciary Partners, LLC
CLOSED019,846-19,846-100%$1.6M$0-$1.6M2026-10-14
Mission Wealth Management, LP
CLOSED012,859-12,859-100%$1.0M$0-$1.0M2026-10-15
Y-Intercept (Hong Kong) Ltd
CLOSED010,710-10,710-100%$868.2K$0-$868.2K2026-10-16
Cadent Capital Advisors, LLC
CLOSED010,046-10,046-100%$814.3K$0-$814.3K2026-10-09
Advisor Resource Council
CLOSED09,638-9,638-100%$781.2K$0-$781.2K2026-11-05
Hofer & Associates. Inc
CLOSED06,934-6,934-100%$562.1K$0-$562.1K2026-10-13
Apeiron RIA LLC
CLOSED06,272-6,272-100%$508.4K$0-$508.4K2026-10-08
World Equity Group, Inc.
CLOSED03,589-3,589-100%$291.0K$0-$291.0K2026-10-14
Matauro, LLC
CLOSED03,539-3,539-100%$286.9K$0-$286.9K2026-11-03
Flaharty Asset Management, LLC
CLOSED03,298-3,298-100%$264.3K$0-$264.3K2026-11-02
Nfsg Corp
CLOSED02,712-2,712-100%$219.8K$0-$219.8K2026-10-15
True Private Wealth Advisors
CLOSED02,629-2,629-100%$213.1K$0-$213.1K2026-10-19
Semus Wealth Partners LLC
CLOSED02,602-2,602-100%$210.9K$0-$210.9K2026-10-22
Bullseye Investment Management, LLC
CLOSED01,700-1,700-100%$137.8K$0-$137.8K2026-10-29
MCF Advisors LLC
CLOSED01,385-1,385-100%$112.3K$0-$112.3K2026-10-28
Torren Management, LLC
CLOSED01,355-1,355-100%$109.8K$0-$109.8K2026-10-29
Salem Investment Counselors Inc
CLOSED01,047-1,047-100%$84.9K$0-$84.9K2026-10-13
Gill Capital Partners, LLC
CLOSED0412-412-100%$33.4K$0-$33.4K2026-10-13
Decker Retirement Planning Inc.
CLOSED0374-374-100%$30.3K$0-$30.3K2026-10-19
LPL Financial LLC
N/A—34,938,293-34,938,293-100%$2.8B———
Morgan Stanley
N/A—20,627,246-20,627,246-100%$1.7B———
Raymond James Financial Inc
N/A—12,803,482-12,803,482-100%$1.0B———
Wells Fargo & Company
N/A—12,683,451-12,683,451-100%$1.0B———
Ameriprise Financial Inc
N/A—9,393,389-9,393,389-100%$761.4M———
Bank of America Corp
N/A—7,458,152-7,458,152-100%$604.6M———
Envestnet Asset Management Inc
N/A—5,503,234-5,503,234-100%$446.1M———
UBS Group AG
N/A—5,398,773-5,398,773-100%$437.6M———
Royal Bank of Canada
N/A—5,392,002-5,392,002-100%$437.1M———
Osaic Holdings, Inc.
N/A—4,633,995-4,633,995-100%$375.7M———
Cetera Investment Advisers
N/A—4,350,617-4,350,617-100%$352.7M———
Northwestern Mutual Wealth Management Co
N/A—3,492,637-3,492,637-100%$283.1M———
Private Advisor Group, LLC
N/A—3,198,885-3,198,885-100%$259.3M———
Stifel Financial Corp
N/A—2,674,445-2,674,445-100%$216.8M———
Jones Financial Companies Lllp
N/A—2,562,816-2,562,816-100%$203.2M———
MML Investors Services, LLC
N/A—1,678,164-1,678,164-100%$136.0M———
Janney Montgomery Scott LLC
N/A—1,623,440-1,623,440-100%$131.6M———
NewEdge Advisors, LLC
N/A—1,481,721-1,481,721-100%$120.1M———
Blair William & Co
N/A—1,431,021-1,431,021-100%$116.0M———
PNC Financial Services Group, Inc.
N/A—1,406,881-1,406,881-100%$114.0M———
HighTower Advisors, LLC
N/A—1,342,401-1,342,401-100%$108.8M———
Equitable Holdings, Inc.
N/A—1,259,445-1,259,445-100%$102.1M———
Baird Financial Group, Inc.
N/A—1,135,839-1,135,839-100%$92.1M———
Rockefeller Capital Management L.P.
N/A—967,545-967,545-100%$78.4M———
Harbour Investments, Inc.
N/A—912,649-912,649-100%$74.0M———
JPMorgan Chase & Co
N/A—870,819-870,819-100%$70.1M———
Liberty Square Wealth Partners LLC
N/A—860,676-860,676-100%$69.8M———
Integrated Wealth Concepts LLC
N/A—712,921-712,921-100%$57.8M———
Arax Advisory Partners
N/A—709,083-709,083-100%$57.5M———
Steward Partners Investment Advisory, LLC
N/A—698,928-698,928-100%$56.7M———
Aptus Capital Advisors, LLC
N/A—669,631-669,631-100%$54.3M———
Guardian Wealth Advisors, LLC / NC
N/A—665,509-665,509-100%$53.9M———
Affinity Wealth Management LLC
N/A—663,879-663,879-100%$53.8M———
Paradiem, LLC
N/A—610,726-610,726-100%$49.5M———
Stratos Wealth Partners, Ltd.
N/A—588,137-588,137-100%$47.7M———
Ascension Capital Advisors, Inc.
N/A—565,306-565,306-100%$45.8M———
Perennial Investment Advisors, LLC
N/A—554,406-554,406-100%$44.9M———
Gladstone Institutional Advisory LLC
N/A—520,450-520,450-100%$42.2M———
Vestmark Advisory Solutions, Inc.
N/A—506,198-506,198-100%$41.0M———
Advance Capital Management, Inc.
N/A—478,374-478,374-100%$38.8M———
Benjamin Edwards Inc
N/A—468,651-468,651-100%$38.0M———
Bleakley Financial Group, LLC
N/A—459,264-459,264-100%$37.2M———
Foundations Investment Advisors, LLC
N/A—423,202-423,202-100%$34.3M———
ODonnell Financial Services, LLC
N/A—376,288-376,288-100%$30.5M———
Western Wealth Management, LLC
N/A—361,477-361,477-100%$29.3M———
&partners
N/A—352,932-352,932-100%$28.6M———
Sanctuary Advisors, LLC
N/A—346,590-346,590-100%$28.1M———
Intellus Advisors LLC
N/A—331,858-331,858-100%$26.9M———
Silver OAK Securities, Incorporated
N/A—296,606-296,606-100%$24.0M———
Pine Valley Investments Ltd Liability Co
N/A—296,008-296,008-100%$24.0M———
Valmark Advisers, Inc.
N/A—290,555-290,555-100%$23.6M———
Uniting Wealth Partners, LLC
N/A—278,026-278,026-100%$22.5M———
Geneos Wealth Management Inc.
N/A—276,555-276,555-100%$22.4M———
IHT Wealth Management, LLC
N/A—274,745-274,745-100%$22.3M———
Tidemark, LLC
N/A—260,567-260,567-100%$21.1M———
Arkadios Wealth Advisors
N/A—259,141-259,141-100%$21.0M———
Kingsview Wealth Management, LLC
N/A—254,845-254,845-100%$20.7M———
IFG Advisory, LLC
N/A—246,860-246,860-100%$20.0M———
Traction Financial Partners, LLC
N/A—240,426-240,426-100%$19.5M———
Stratos Wealth Advisors, LLC
N/A—235,642-235,642-100%$19.1M———
Level Four Advisory Services, LLC
N/A—231,642-231,642-100%$18.8M———
Prudential PLC
N/A—227,200-227,200-100%$18.4M———
Mariner, LLC
N/A—226,751-226,751-100%$18.4M———
Napier Financial, LLC
N/A—223,682-223,682-100%$18.1M———
Peak Planning Group, LLC
N/A—223,203-223,203-100%$18.1M———
Per Stirling Capital Management, Llc.
N/A—215,875-215,875-100%$17.5M———
Bluespring Wealth Management, LLC
N/A—214,373-214,373-100%$17.4M———
Smith, Moore & Co.
N/A—210,243-210,243-100%$17.0M———
Barnes Pettey Financial Advisors, LLC
N/A—198,532-198,532-100%$16.1M———
Stonebridge Financial Group, LLC
N/A—194,317-194,317-100%$15.8M———
Petix & Botte Co
N/A—193,726-193,726-100%$15.7M———
Plotkin Financial Advisors, LLC
N/A—193,183-193,183-100%$15.7M———
Atlantic Union Bankshares Corp
N/A—189,286-189,286-100%$15.3M———
Merit Financial Group, LLC
N/A—188,051-188,051-100%$15.2M———
Thoroughbred Financial Services, LLC
N/A—185,045-185,045-100%$15.0M———
World Investment Advisors
N/A—168,498-168,498-100%$11.7M———
Denver Wealth Management, Inc.
N/A—167,798-167,798-100%$13.6M———
Kovack Advisors, Inc.
N/A—154,095-154,095-100%$12.4M———
Global Retirement Partners, LLC
N/A—152,469-152,469-100%$12.4M———
Principal Securities, Inc.
N/A—149,402-149,402-100%$12.1M———
Summit Financial, LLC
N/A—146,801-146,801-100%$11.9M———
Bellevue Asset Management, LLC
N/A—143,165-143,165-100%$11.6M———
Sovereign Financial Group, Inc.
N/A—140,213-140,213-100%$11.4M———
Compass Financial Services Inc
N/A—136,465-136,465-100%$11.1M———
Gateway Wealth Partners, LLC
N/A—133,659-133,659-100%$10.8M———
Mach-1 Financial Group, LLC
N/A—133,012-133,012-100%$10.8M———
Harvest Investment Services, LLC
N/A—130,811-130,811-100%$10.6M———
HFG Advisors, Inc.
N/A—129,507-129,507-100%$10.5M———
N.E.W. Advisory Services LLC
N/A—129,308-129,308-100%$10.5M———
AE Wealth Management LLC
N/A—127,709-127,709-100%$10.4M———
Invst, LLC
N/A—127,118-127,118-100%$10.3M———
Proactive Wealth Strategies LLC
N/A—126,221-126,221-100%$10.2M———
Stephens Inc
N/A—121,342-121,342-100%$9.8M———
Cozad Asset Management Inc
N/A—118,662-118,662-100%$9.6M———
Gallagher Fiduciary Advisors, LLC
N/A—115,506-115,506-100%$9.4M———
Solano Wealth Investment Advisors LLC
N/A—115,413-115,413-100%$9.4M———
OneDigital Investment Advisors LLC
N/A—114,129-114,129-100%$9.3M———
Ameritas Advisory Services, LLC
N/A—113,809-113,809-100%$9.2M———
CreativeOne Wealth, LLC
N/A—113,553-113,553-100%$9.2M———
Qube Research & Technologies Ltd
N/A—110,258-110,258-100%$8.9M———
Ausdal Financial Partners, Inc.
N/A—109,077-109,077-100%$8.8M———
Ritter Daniher Financial Advisory LLC / de
N/A—107,924-107,924-100%$8.7M———
Natixis Advisors, LLC
N/A—103,679-103,679-100%$8.4M———
Great Valley Advisor Group, Inc.
N/A—103,577-103,577-100%$8.4M———
Coppell Advisory Solutions LLC
N/A—99,995-99,995-100%$1.0K———
Premier Private Wealth Management LLC
N/A—96,741-96,741-100%$7.8M———
Mutual Advisors, LLC
N/A—93,079-93,079-100%$7.5M———
Blom & Howell Financial Planning, Inc.
N/A—92,702-92,702-100%$7.5M———
Calton & Associates, Inc.
N/A—88,508-88,508-100%$7.2M———
Smartleaf Asset Management LLC
N/A—87,714-87,714-100%$7.1M———
Bravera Wealth
N/A—85,803-85,803-100%$7.0M———
Jaffetilchin Investment Partners, LLC
N/A—83,654-83,654-100%$6.8M———
Magnolia Capital Advisors LLC
N/A—82,581-82,581-100%$6.7M———
Trivium Point Advisory, LLC
N/A—81,339-81,339-100%$6.6M———
LeClair Wealth Partners LLC
N/A—80,093-80,093-100%$6.5M———
Graney & King, LLC
N/A—77,661-77,661-100%$6.3M———
NI Acquisitions Company, LLC
N/A—77,617-77,617-100%$6.0M———
Performance Wealth Partners, LLC
N/A—77,411-77,411-100%$6.3M———
Ethos Financial Group, LLC
N/A—76,501-76,501-100%$6.1M———
Modern Wealth Management, LLC
N/A—75,898-75,898-100%$6.2M———
Stonebridge Financial Planning Group, LLC
N/A—74,931-74,931-100%$6.1M———
Waverly Advisors, LLC
N/A—74,407-74,407-100%$6.0M———
Quantinno Capital Management LP
N/A—73,702-73,702-100%$6.0M———
Marshall Investment Management, LLC
N/A—71,292-71,292-100%$5.8M———
Vision Retirement, LLC
N/A—69,597-69,597-100%$5.6M———
Xcelsior Advisor Partners LLC
N/A—69,301-69,301-100%$5.6M———
Crux Wealth Advisors
N/A—67,080-67,080-100%$5.4M———
WCG Wealth Advisors LLC
N/A—64,524-64,524-100%$5.2M———
Goldstone Financial Group, LLC
N/A—62,360-62,360-100%$5.1M———
HighPoint Advisor Group LLC
N/A—62,297-62,297-100%$5.0M———
NewEdge Wealth, LLC
N/A—61,975-61,975-100%$5.0M———
Mayflower Financial Advisors, LLC
N/A—61,729-61,729-100%$5.0M———
FMR LLC
N/A—61,431-61,431-100%$5.0M———
Orion Porfolio Solutions, LLC
N/A—61,400-61,400-100%$5.0M———
Snowden Capital Advisors LLC
N/A—60,293-60,293-100%$4.9M———
Mercer Global Advisors Inc
N/A—57,182-57,182-100%$4.6M———
Main Street Financial Solutions, LLC
N/A—56,920-56,920-100%$4.6M———
Eldridge Investment Advisors, Inc.
N/A—56,603-56,603-100%$4.6M———
Allworth Financial LP
N/A—55,955-55,955-100%$4.5M———
Envestnet Portfolio Solutions, Inc.
N/A—53,138-53,138-100%$4.3M———
Betterment LLC
N/A—53,119-53,119-100%$4.3M———
Focus Partners Wealth
N/A—51,604-51,604-100%$4.2M———
PCG Wealth Advisors, LLC
N/A—47,301-47,301-100%$3.8M———
IFS Group,LLC
N/A—47,196-47,196-100%$3.8M———
Keystone Financial Group
N/A—45,782-45,782-100%$3.7M———
TD Capital Management LLC
N/A—45,458-45,458-100%$3.7M———
BFC Planning, Inc.
N/A—44,894-44,894-100%$3.6M———
Continuum Advisory, LLC
N/A—44,426-44,426-100%$3.6M———
Keating Financial Advisory Services, Inc.
N/A—43,550-43,550-100%$3.5M———
Cary Street Partners Financial LLC
N/A—43,493-43,493-100%$3.5M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—41,279-41,279-100%$3.3M———
Centaurus Financial, Inc.
N/A—39,688-39,688-100%$3.2M———
Cedrus Wealth Group LLC
N/A—39,581-39,581-100%$3.2M———
Atlas Wealth LLC
N/A—39,020-39,020-100%$3.2M———
Perissos Private Wealth Management, LLC
N/A—39,003-39,003-100%$3.2M———
Benson Wealth Management Inc
N/A—38,892-38,892-100%$3.2M———
Legacy Wealth Managment, LLC
N/A—38,798-38,798-100%$3.1M———
Sun Financial Inc
N/A—38,401-38,401-100%$3.2M———
Twin Peaks Wealth Advisors, LLC
N/A—37,238-37,238-100%$3.0M———
United Capital Financial Advisors, LLC
N/A—37,113-37,113-100%$3.0M———
ProVise Management Group, LLC
N/A—36,711-36,711-100%$3.0M———
Advisory Alpha, LLC
N/A—36,103-36,103-100%$2.9M———
Rehmann Capital Advisory Group
N/A—35,052-35,052-100%$3.1M———
Concorde Asset Management, LLC
N/A—34,831-34,831-100%$2.8M———
Advisory Services Network, LLC
N/A—34,035-34,035-100%$2.8M———
AQR Capital Management LLC
N/A—33,944-33,944-100%$2.8M———
RWA Wealth Partners, LLC
N/A—33,063-33,063-100%$2.7M———
Darwin Wealth Management, LLC
N/A—31,546-31,546-100%$2.6M———
Family Manage LLC
N/A—31,385-31,385-100%$2.5M———
17 Capital Partners, LLC
N/A—30,518-30,518-100%$2.5M———
Pinnacle Financial Partners, Inc.
N/A—29,961-29,961-100%$2.4M———
Holistic Financial Partners
N/A—29,758-29,758-100%$2.4M———
Sequent Planning LLC
N/A—29,395-29,395-100%$2.4M———
Savvy Advisors, Inc.
N/A—29,146-29,146-100%$2.4M———
Northeast Planning Associates, Inc. / NH /
N/A—28,938-28,938-100%$2.2M———
Brown Advisory Inc
N/A—28,761-28,761-100%$2.3M———
First Trust Advisors LP
N/A—27,915-27,915-100%$2.3M———
Owen LaRue, LLC
N/A—27,768-27,768-100%$2.3M———
Medallion Wealth Advisors, LLC
N/A—27,696-27,696-100%$2.2M———
Everest Financial Group LLC
N/A—27,570-27,570-100%$2.2M———
American Financial Advisors, LLC
N/A—27,399-27,399-100%$2.2M———
Pinnacle Family Advisors, LLC
N/A—26,861-26,861-100%$2.2M———
OneAscent Financial Services LLC
N/A—26,819-26,819-100%$2.2M———
Beacon Pointe Advisors, LLC
N/A—26,685-26,685-100%$2.2M———
L & S Advisors Inc
N/A—26,145-26,145-100%$2.1M———
MAI Capital Management
N/A—24,963-24,963-100%$2.0M———
GTS Securities LLC
N/A—24,894-24,894-100%$2.0M———
Pitti Group Wealth Management, LLC
N/A—24,800-24,800-100%$2.0M———
Topsail Wealth Management, LLC
N/A—24,433-24,433-100%$2.0M———
XTX Topco Ltd
N/A—23,437-23,437-100%$1.9M———
Prosperity Consulting Group, LLC
N/A—22,475-22,475-100%$1.8M———
Element Wealth, LLC
N/A—22,443-22,443-100%$1.8M———
QRG Capital Management, Inc.
N/A—22,155-22,155-100%$1.8M———
Fiduciary Financial Advisors
N/A—20,857-20,857-100%$1.7M———
Bank of Montreal
N/A—20,144-20,144-100%$1.6M———
Cahill Financial Advisors Inc
N/A—19,654-19,654-100%$1.6M———
Synergy Investment Management, LLC
N/A—19,594-19,594-100%$1.6M———
Wealth Watch Advisors, Inc
N/A—18,279-18,279-100%$1.5M———
Susquehanna International Group, LLP
N/A—18,059-18,059-100%$1.5M———
Capital Analysts, LLC
N/A—17,384-17,384-100%$1.4M———
Sequent Asset Management, LLC
N/A—17,335-17,335-100%$1.4M———
Goldman Sachs Group Inc
N/A—16,696-16,696-100%$1.4M———
PMG Wealth Management, Inc.
N/A—16,619-16,619-100%$1.3M———
Wills Financial Group LLC
N/A—16,483-16,483-100%$1.3M———
Moment Partners, LLC
N/A—16,337-16,337-100%$1.3M———
Nicolet Bankshares Inc
N/A—16,000-16,000-100%$1.3M———
CIBC World Market Inc.
N/A—15,977-15,977-100%$1.3M———
1776 Wealth LLC
N/A—15,818-15,818-100%$1.3M———
Nuveen, LLC
N/A—15,784-15,784-100%$1.3M———
FSB Premier Wealth Management, Inc.
N/A—15,771-15,771-100%$1.3M———
Money Concepts Capital Corp
N/A—15,531-15,531-100%$1.3M———
Ameriflex Group, Inc.
N/A—15,179-15,179-100%$1.2M———
Kapstone Financial Advisors LLC
N/A—15,149-15,149-100%$1.2M———
Moors & Cabot, Inc.
N/A—15,089-15,089-100%$1.2M———
Integrity Financial Corp
N/A—14,992-14,992-100%$1.2M———
Kinetic Wealth Investment Advisors LLC
N/A—14,950-14,950-100%$1.2M———
Insigneo Advisory Services, LLC
N/A—14,745-14,745-100%$1.2M———
Leigh Baldwin & Co., LLC
N/A—14,695-14,695-100%$1.2M———
Cresset Asset Management, LLC
N/A—14,456-14,456-100%$1.2M———
Panoramic Investment Advisors, LLC
N/A—14,366-14,366-100%$1.2M———
Pathstone Holdings, LLC
N/A—13,930-13,930-100%$1.1M———
LaSalle St. Investment Advisors, LLC
N/A—13,815-13,815-100%$1.1M———
Maridea Wealth Management LLC
N/A—13,790-13,790-100%$1.1M———
Keystone Financial Services, LLC
N/A—13,242-13,242-100%$1.1M———
Forefront Wealth Partners, LLC
N/A—12,905-12,905-100%$1.0M———
HBK Sorce Advisory LLC
N/A—12,867-12,867-100%$1.1M———
Prepared Retirement Institute LLC
N/A—12,852-12,852-100%$1.0M———
Brookwood Investment Group LLC
N/A—12,734-12,734-100%$1.0M———
KMT Wealth Management, LLC
N/A—11,922-11,922-100%$966.4K———
Beck Bode, LLC
N/A—11,549-11,549-100%$936.2K———
Nwam LLC
N/A—11,308-11,308-100%$916.6K———
Regal Investment Advisors LLC
N/A—10,938-10,938-100%$886.7K———
PFG Investments, LLC
N/A—10,861-10,861-100%$880.4K———
BNP Paribas Financial Markets
N/A—10,841-10,841-100%$878.8K———
Cerity Partners LLC
N/A—10,796-10,796-100%$875.1K———
Focus Partners Advisor Solutions, LLC
N/A—10,201-10,201-100%$826.9K———
Lowe Brockenbrough & Co Inc
N/A—10,150-10,150-100%$822.8K———
Warner Group LLC
N/A—9,684-9,684-100%$785.0K———
Garden State Investment Advisory Services LLC
N/A—9,124-9,124-100%$739.7K———
Nova Wealth Management, Inc.
N/A—9,098-9,098-100%$737.5K———
Clearstead Advisors, LLC
N/A—9,016-9,016-100%$730.8K———
Allie Family Office LLC
N/A—9,015-9,015-100%$730.8K———
Exit Wealth Advisors, Llc.
N/A—8,971-8,971-100%$727.2K———
Greenwich Wealth Management LLC
N/A—8,891-8,891-100%$721.0K———
Park Square Financial Group, LLC
N/A—8,882-8,882-100%$720.0K———
Gentry Private Wealth, LLC
N/A—8,860-8,860-100%$718.2K———
Kerr Financial Planning Corp
N/A—8,716-8,716-100%$706.5K———
Belpointe Asset Management LLC
N/A—8,573-8,573-100%$694.9K———
Fortis Capital Advisors, LLC
N/A—8,573-8,573-100%$694.9K———
Impact Partnership Wealth, LLC
N/A—8,504-8,504-100%$689.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—8,459-8,459-100%$685.7K———
McKinney Capital Management, LLC
N/A—7,294-7,294-100%$591.3K———
Barometer Capital Management Inc.
N/A—7,200-7,200-100%$583.6K———
Red Door Wealth Management, LLC
N/A—7,046-7,046-100%$571.1K———
Captrust Financial Advisors
N/A—6,944-6,944-100%$562.9K———
Investor's Fiduciary Advisor Network, LLC
N/A—6,799-6,799-100%$551.0K———
Delta Investment Management, LLC
N/A—6,627-6,627-100%$537.2K———
GeoWealth Management, LLC
N/A—6,614-6,614-100%$536.1K———
Laraway Financial Advisors Inc
N/A—6,285-6,285-100%$509.5K———
RPS Advisory Solutions LLC
N/A—6,189-6,189-100%$501.6K———
Pacific SUN Financial Corp
N/A—6,100-6,100-100%$494.5K———
Florida Financial Advisors, LLC
N/A—5,785-5,785-100%$468.9K———
Viawealth, LLC
N/A—5,767-5,767-100%$467.5K———
Mpwm Advisory Solutions, LLC
N/A—5,724-5,724-100%$464.0K———
Gotham Asset Management, LLC
N/A—5,613-5,613-100%$455.0K———
Quest Investment Management LLC
N/A—5,449-5,449-100%$441.7K———
SHP Wealth Management
N/A—5,428-5,428-100%$440.0K———
Aspire Capital Advisors LLC
N/A—5,332-5,332-100%$432.2K———
FWG Holdings, LLC
N/A—5,148-5,148-100%$411.7K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—4,946-4,946-100%$400.9K———
Advyzon Investment Management, LLC
N/A—4,897-4,897-100%$396.9K———
Headlands Technologies LLC
N/A—4,885-4,885-100%$396.0K———
Millstone Evans Group, LLC
N/A—4,823-4,823-100%$391.0K———
CIBC Bancorp USA Inc.
N/A—4,769-4,769-100%$386.6K———
Alta Wealth Advisors LLC
N/A—4,727-4,727-100%$383.2K———
Great Lakes Advisors, LLC
N/A—4,641-4,641-100%$376.2K———
BankPlus Trust Department
N/A—4,469-4,469-100%$362.3K———
Frisch Financial Group, Inc.
N/A—4,463-4,463-100%$361.8K———
Strategies Wealth Advisors, LLC
N/A—4,341-4,341-100%$351.9K———
Advisors Capital Management, LLC
N/A—4,215-4,215-100%$341.7K———
Founders Financial Alliance, LLC
N/A—4,150-4,150-100%$336.4K———
AFT, Forsyth & Company, Inc.
N/A—4,113-4,113-100%$333.4K———
Keel Point, LLC
N/A—4,035-4,035-100%$327.1K———
OakTrust Wealth Advisors, LLC
N/A—3,995-3,995-100%$323.9K———
Fiduciary Trust Co
N/A—3,817-3,817-100%$309.4K———
Franklin Resources Inc
N/A—3,691-3,691-100%$299.2K———
Bedel Financial Consulting, Inc.
N/A—3,575-3,575-100%$289.8K———
Manhattan West Asset Management, LLC
N/A—3,556-3,556-100%$288.2K———
BlackRock, Inc.
N/A—3,507-3,507-100%$284.3K———
Hershey Financial Advisers, LLC
N/A—3,415-3,415-100%$276.8K———
Trexquant Investment LP
N/A—3,396-3,396-100%$275.3K———
Prospect Financial Services LLC
N/A—3,362-3,362-100%$272.5K———
EP Wealth Advisors, LLC
N/A—3,360-3,360-100%$272.4K———
Fisher Asset Management, LLC
N/A—3,268-3,268-100%$265.0K———
Seeds Investor LLC
N/A—3,238-3,238-100%$262.4K———
Dash Acquisitions Inc.
N/A—3,199-3,199-100%$267.3K———
Hantz Financial Services, Inc.
N/A—3,116-3,116-100%$253.0K———
Basepoint Wealth LLC
N/A—3,066-3,066-100%$248.5K———
Clark Capital Management Group, Inc.
N/A—2,968-2,968-100%$240.6K———
Compass Capital Corp
N/A—2,939-2,939-100%$245.4K———
Lifeworks Advisors, LLC
N/A—2,805-2,805-100%$227.4K———
MOR Wealth Management, LLC
N/A—2,786-2,786-100%$225.9K———
Financial Advisors Network, Inc.
N/A—2,741-2,741-100%$222.2K———
Purkiss Capital Advisors LLC
N/A—2,675-2,675-100%$216.8K———
NorthRock Partners, LLC
N/A—2,675-2,675-100%$216.8K———
Vigil Wealth Management, LLC
N/A—2,646-2,646-100%$214.5K———
Two Sigma Investments, LP
N/A—2,600-2,600-100%$210.8K———
Hilltop Holdings Inc.
N/A—2,591-2,591-100%$210.0K———
Faithward Advisors, LLC
N/A—2,587-2,587-100%$209.7K———
Arrowroot Family Office, LLC
N/A—2,578-2,578-100%$209.0K———
Russell Investments Group, Ltd.
N/A—2,559-2,559-100%$207.4K———
Eaton Financial Holdings Company, LLC
N/A—2,558-2,558-100%$207.4K———
Citadel Advisors LLC
N/A—2,501-2,501-100%$202.7K———
Composition Wealth, LLC
N/A—2,501-2,501-100%$202.7K———
O'shaughnessy Asset Management, LLC
N/A—2,411-2,411-100%$195.4K———
Smithfield Trust Co
N/A—2,383-2,383-100%$192.0K———
IMA Advisory Services, Inc.
N/A—2,324-2,324-100%$188.4K———
Federation des caisses Desjardins du Quebec
N/A—2,295-2,295-100%$186.0K———
Coston, McIsaac & Partners
N/A—2,287-2,287-100%$185.0K———
Vanguard Advisers Inc
N/A—2,227-2,227-100%$180.5K———
Park Place Capital Corp
N/A—2,190-2,190-100%$177.5K———
Huntington National Bank
N/A—1,813-1,813-100%$147.0K———
UBS Asset Management Americas LLC
N/A—1,767-1,767-100%$143.2K———
Regatta Research & Money Management
N/A—1,757-1,757-100%$142.4K———
IAG Wealth Partners, LLC
N/A—1,622-1,622-100%$131.5K———
Howe & Rusling Inc
N/A—1,537-1,537-100%$124.6K———
Ancora Advisors LLCA
N/A—1,245-1,245-100%$100.9K———
Rothschild Investment LLC
N/A—1,182-1,182-100%$95.8K———
Institute for Wealth Management, Llc.
N/A—1,067-1,067-100%$86.5K———
Johnson Financial Group, Inc.
N/A—1,056-1,056-100%$85.6K———
Bank of the Bluegrass & Trust Co.
N/A—1,034-1,034-100%$81.0K———
Private Wealth Asset Management, LLC
N/A—1,001-1,001-100%$81.1K———
Wiser Advisor Group LLC
N/A—925-925-100%$75.0K———
Walsh & Associates, LLC
N/A—807-807-100%$65.4K———
Raffa Wealth Management, LLC
N/A—738-738-100%$59.8K———
ST Germain D J Co Inc
N/A—725-725-100%$58.8K———
Innovative Asset Advisors Group, LLC
N/A—697-697-100%$56.5K———
Ankerstar Wealth, LLC
N/A—628-628-100%$50.9K———
Crewe Advisors LLC
N/A—598-598-100%$48.5K———
PIN OAK Investment Advisors Inc
N/A—567-567-100%$46.0K———
Front Row Advisors LLC
N/A—469-469-100%$39.0K———
Jackson, Grant Investment Advisers, Inc.
N/A—300-300-100%$24.3K———
Three Bearings Fiduciary Advisors, Inc.
N/A—285-285-100%$23.1K———
VSM Wealth Advisory, LLC
N/A—240-240-100%$19.5K———
Caitlin John, LLC
N/A—192-192-100%$15.6K———
Steigerwald, Gordon & Koch Inc.
N/A—189-189-100%$15.3K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—182-182-100%$14.8K———
Tiaa Wealth Investment Management LLC
N/A—166-166-100%$13.4K———
Collier Financial
N/A—127-127-100%$10.3K———
Colonial Trust Co / SC
N/A—120-120-100%$9.7K———
National Bank of Canada
N/A—106-106-100%$8.2K———
Ogorek Anthony Joseph
N/A—99-99-100%$8.0K———
Bessemer Group Inc
N/A—79-79-100%$6———
Imprint Wealth LLC
N/A—51-51-100%$4.1K———
Bernard Wealth Management Corp.
N/A—42-42-100%$3.4K———
Alerus Financial NA
N/A—37-37-100%$3.0K———
Fourth Dimension Wealth, LLC
N/A—18-18-100%$1.5K———
Bogart Wealth, LLC
N/A—11-11-100%$892———
HHM Wealth Advisors, LLC
N/A—4-4-100%$325———
Tower Research Capital LLC (TRC)
N/A—3-3-100%$243———
Showing 867 of 867 institutions