IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

First Trust RBA American IND (AIRR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares1,301,358 from 1,154,779
Change+146,579 (+13%)
Value$134.4M (-$19.5M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares776,963 from 756,258
Change+20,705 (+3%)
Value$80.2M (-$20.6M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares602,812 from 585,644
Change+17,168 (+3%)
Value$62.2M (-$15.8M)
Filed 2026-11-02
Parcion Private Wealth LLC
DECREASED
Shares493,820 from 499,778
Change-5,958 (-1%)
Value$51.0M (-$15.6M)
Filed 2026-10-28
Comprehensive Wealth Management, LLC
INCREASED
Shares296,558 from 245,734
Change+50,824 (+21%)
Value$30.6M (-$2.1M)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares266,416 from 192,461
Change+73,955 (+38%)
Value$27.5M (+$1.9M)
Filed 2026-10-30
Next Level Private LLC
INCREASED
Shares236,724 from 234,279
Change+2,445 (+1%)
Value$24.4M (-$6.8M)
Filed 2026-10-20
Sage Private Wealth Group, LLC
INCREASED
Shares218,529 from 206,553
Change+11,976 (+6%)
Value$22.6M (-$5.0M)
Filed 2026-10-21
True Private Wealth Advisors
INCREASED
Shares200,997 from 189,260
Change+11,737 (+6%)
Value$20.8M (-$4.5M)
Filed 2026-10-19
Oppenheimer & Co Inc
INCREASED
Shares188,066 from 180,118
Change+7,948 (+4%)
Value$19.4M (-$4.6M)
Filed 2026-10-26
Citigroup Inc
INCREASED
Shares184,354 from 138,497
Change+45,857 (+33%)
Value$19.0M (+$578.0K)
Filed 2026-11-04
Pictet North America Advisors SA
INCREASED
Shares176,311 from 146,319
Change+29,992 (+21%)
Value$18.2M (-$1.3M)
Filed 2026-10-21
Creative Financial Designs Inc
INCREASED
Shares162,117 from 159,408
Change+2,709 (+2%)
Value$16.7M (-$4.5M)
Filed 2026-11-04
Prospera Financial Services Inc
INCREASED
Shares158,663 from 103,952
Change+54,711 (+53%)
Value$15.6M (+$1.8M)
Filed 2026-11-04
HBW Advisory Services LLC
INCREASED
Shares147,742 from 110,606
Change+37,136 (+34%)
Value$15.3M (+$514.6K)
Filed 2026-10-15
Kestra Private Wealth Services, LLC
INCREASED
Shares145,416 from 134,943
Change+10,473 (+8%)
Value$15.0M (-$3.0M)
Filed 2026-10-30
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares138,000 from 286,000
Change-148,000 (-52%)
Value$14.2M (-$23.9M)
Filed 2026-11-03
Precedent Wealth Partners, LLC
INCREASED
Shares135,933 from 111,326
Change+24,607 (+22%)
Value$14.0M (-$800.4K)
Filed 2026-10-21
Frederick Financial Consultants, LLC
INCREASED
Shares128,385 from 127,802
Change+583 (+0%)
Value$13.3M (-$3.8M)
Filed 2026-10-29
Parkside Investments, LLC
DECREASED
Shares116,937 from 118,742
Change-1,805 (-2%)
Value$12.1M (-$3.7M)
Filed 2026-10-20
Crumly & Associates Inc.
INCREASED
Shares115,241 from 99,934
Change+15,307 (+15%)
Value$11.9M (-$1.4M)
Filed 2026-10-07
Riggs Asset Managment Co. Inc.
INCREASED
Shares110,432 from 108,427
Change+2,005 (+2%)
Value$11.4M (-$3.0M)
Filed 2026-11-05
Redstone Wealth Management, LLC
INCREASED
Shares94,558 from 89,380
Change+5,178 (+6%)
Value$9.8M (-$2.1M)
Filed 2026-10-20
US Bancorp \de\
INCREASED
Shares93,381 from 89,676
Change+3,705 (+4%)
Value$9.6M (-$2.3M)
Filed 2026-11-05
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
UNCHANGED
Shares92,000 from 92,000
Change0 (0%)
Value$9.5M (-$2.8M)
Filed 2026-10-29
Meitav Investment House LTD
INCREASED
Shares91,022 from 64,450
Change+26,572 (+41%)
Value$9.4M (+$809.1K)
Filed 2026-10-28
Thryve Wealth Management LLC
INCREASED
Shares90,278 from 89,308
Change+970 (+1%)
Value$9.3M (-$2.6M)
Filed 2026-10-09
Fagan Associates, Inc.
INCREASED
Shares89,906 from 84,326
Change+5,580 (+7%)
Value$9.3M (-$2.0M)
Filed 2026-10-13
Purewater Capital LLC
INCREASED
Shares89,773 from 81,151
Change+8,622 (+11%)
Value$9.3M (-$1.5M)
Filed 2026-10-23
Schorn Wealth LLC
INCREASED
Shares89,135 from 85,495
Change+3,640 (+4%)
Value$9.2M (-$2.2M)
Filed 2026-10-14
Prairie Advisory, LLC
INCREASED
Shares86,080 from 37,828
Change+48,252 (+128%)
Value$8.9M (+$3.8M)
Filed 2026-10-19
PTM Wealth Management, LLC
INCREASED
Shares85,788 from 82,567
Change+3,221 (+4%)
Value$9.3M (-$727.7K)
Filed 2026-10-23
Southern Capital Services Inc
INCREASED
Shares84,500 from 70,214
Change+14,286 (+20%)
Value$8.7M (-$632.2K)
Filed 2026-10-19
Daymark Wealth Partners, LLC
INCREASED
Shares83,944 from 81,197
Change+2,747 (+3%)
Value$8.7M (-$2.2M)
Filed 2026-11-04
TradeWell Securities, Llc.
INCREASED
Shares83,633 from 76,538
Change+7,095 (+9%)
Value$8.6M (-$1.6M)
Filed 2026-10-21
Hobart Private Capital, LLC
INCREASED
Shares82,678 from 79,942
Change+2,736 (+3%)
Value$8.5M (-$2.1M)
Filed 2026-10-19
WPG Advisers, LLC
INCREASED
Shares80,495 from 77,228
Change+3,267 (+4%)
Value$8.3M (-$2.0M)
Filed 2026-10-27
Concurrent Investment Advisors, LLC
INCREASED
Shares80,090 from 58,793
Change+21,297 (+36%)
Value$8.3M (+$434.3K)
Filed 2026-10-16
RIA Advisory Group LLC
DECREASED
Shares73,414 from 95,263
Change-21,849 (-23%)
Value$7.6M (-$5.1M)
Filed 2026-10-15
Independent Financial Group, LLC
INCREASED
Shares73,259 from 70,891
Change+2,368 (+3%)
Value$7.6M (-$1.9M)
Filed 2026-10-13
Sigma Planning Corp
INCREASED
Shares70,987 from 67,384
Change+3,603 (+5%)
Value$7.3M (-$1.7M)
Filed 2026-10-23
Elmwood Wealth Management, Inc.
INCREASED
Shares69,624 from 68,155
Change+1,469 (+2%)
Value$7.2M (-$1.9M)
Filed 2026-10-14
Rockport Wealth LLC
DECREASED
Shares68,834 from 86,026
Change-17,192 (-20%)
Value$7.1M (-$4.4M)
Filed 2026-11-03
Prosperity Financial Group, Inc.
UNCHANGED
Shares64,320 from 64,320
Change0 (0%)
Value$6.6M (-$1.9M)
Filed 2026-10-29
Clear Creek Financial Management, LLC
INCREASED
Shares64,108 from 62,725
Change+1,383 (+2%)
Value$6.6M (-$1.7M)
Filed 2026-10-28
Quadcap Wealth Management, LLC
INCREASED
Shares62,987 from 58,189
Change+4,798 (+8%)
Value$6.5M (-$1.3M)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares62,061 from 75,832
Change-13,771 (-18%)
Value$6.5M (-$2.9M)
Filed 2026-10-13
Guided Capital Wealth Management, LLC
DECREASED
Shares61,090 from 61,417
Change-327 (-1%)
Value$6.3M (-$1.9M)
Filed 2026-10-21
Richmond Investment Services, LLC
INCREASED
Shares61,056 from 57,648
Change+3,408 (+6%)
Value$6.3M (-$1.4M)
Filed 2026-10-29
tru Independence LLC
INCREASED
Shares58,874 from 51,864
Change+7,010 (+14%)
Value$6.1M (-$832.7K)
Filed 2026-10-20
Park Avenue Securities LLC
INCREASED
Shares57,241 from 19,786
Change+37,455 (+189%)
Value$5.9M (+$3.3M)
Filed 2026-10-26
WealthBridge Capital Management, LLC
INCREASED
Shares55,484 from 51,937
Change+3,547 (+7%)
Value$5.7M (-$1.2M)
Filed 2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares54,777 from 57,037
Change-2,260 (-4%)
Value$5.7M (-$1.9M)
Filed 2026-10-14
International Assets Investment Management, LLC
INCREASED
Shares53,300 from 47,749
Change+5,551 (+12%)
Value$5.6M (-$613.4K)
Filed 2026-11-02
Apollon Wealth Management, LLC
DECREASED
Shares52,973 from 57,975
Change-5,002 (-9%)
Value$5.5M (-$2.3M)
Filed 2026-10-23
Pecaut & Co.
DECREASED
Shares52,956 from 54,856
Change-1,900 (-3%)
Value$5.5M (-$1.8M)
Filed 2026-10-27
Kingswood Wealth Advisors, LLC
INCREASED
Shares51,105 from 48,283
Change+2,822 (+6%)
Value$5.3M (-$1.2M)
Filed 2026-10-23
Diversify Wealth Management, LLC
NEW
Shares49,410
Change+49,410
Value$5.0M
Filed 2026-10-20
Diversify Advisory Services, LLC
NEW
Shares49,410
Change+49,410
Value$5.0M
Filed 2026-10-20
Arvest Investments, Inc.
INCREASED
Shares49,319 from 39,229
Change+10,090 (+26%)
Value$5.1M (-$135.6K)
Filed 2026-10-21
Wedbush Securities Inc
INCREASED
Shares49,004 from 44,813
Change+4,191 (+9%)
Value$5.1M (-$912.0K)
Filed 2026-10-22
Spire Wealth Management
DECREASED
Shares48,488 from 56,966
Change-8,478 (-15%)
Value$5.0M (-$2.6M)
Filed 2026-10-30
Flagship Harbor Advisors, LLC
DECREASED
Shares47,926 from 72,447
Change-24,521 (-34%)
Value$4.9M (-$4.7M)
Filed 2026-10-26
ARQ Wealth Advisors, LLC
DECREASED
Shares46,387 from 46,640
Change-253 (-1%)
Value$4.8M (-$977.1K)
Filed 2026-10-29
Cornerstone Wealth Management, LLC
INCREASED
Shares46,147 from 42,947
Change+3,200 (+7%)
Value$4.8M (-$958.5K)
Filed 2026-11-04
Park National Corp
INCREASED
Shares45,161 from 41,987
Change+3,174 (+8%)
Value$4.7M (-$932.3K)
Filed 2026-10-05
MGO One Seven LLC
INCREASED
Shares45,063 from 40,257
Change+4,806 (+12%)
Value$4.7M (-$712.0K)
Filed 2026-10-28
J.W. Cole Advisors, Inc.
INCREASED
Shares45,048 from 42,975
Change+2,073 (+5%)
Value$4.7M (-$1.1M)
Filed 2026-11-05
Foundry Financial Group, Inc.
INCREASED
Shares44,996 from 35,548
Change+9,448 (+27%)
Value$4.6M (-$91.4K)
Filed 2026-10-28
James T. Borello RIA
INCREASED
Shares44,194 from 44,073
Change+121 (+0%)
Value$4.6M (-$1.3M)
Filed 2026-10-16
Focus Financial Network, Inc.
INCREASED
Shares43,084 from 42,647
Change+437 (+1%)
Value$4.4M (-$1.2M)
Filed 2026-10-14
Signature Estate & Investment Advisors LLC
INCREASED
Shares42,201 from 40,585
Change+1,616 (+4%)
Value$4.4M (-$1.1M)
Filed 2026-10-13
MRA Advisory Group
INCREASED
Shares41,943 from 41,421
Change+522 (+1%)
Value$4.3M (-$1.2M)
Filed 2026-10-07
Bank of New York Mellon Corp
INCREASED
Shares41,582 from 39,264
Change+2,318 (+6%)
Value$4.3M (-$939.0K)
Filed 2026-11-05
Genesis Private Wealth, LLC
INCREASED
Shares40,873 from 40,635
Change+238 (+1%)
Value$4.2M (-$1.2M)
Filed 2026-11-02
Axxcess Wealth Management, LLC
DECREASED
Shares40,456 from 41,214
Change-758 (-2%)
Value$4.2M (-$1.3M)
Filed 2026-10-21
AlphaCore Capital LLC
DECREASED
Shares40,382 from 66,862
Change-26,480 (-40%)
Value$4.2M (-$4.7M)
Filed 2026-11-04
Atria Investments, Inc
DECREASED
Shares39,672 from 40,375
Change-703 (-2%)
Value$4.1M (-$1.3M)
Filed 2026-10-15
JBR Co Financial Management Inc
DECREASED
Shares39,617 from 40,880
Change-1,263 (-3%)
Value$5.1M (-$322.4K)
Filed 2026-10-13
Gaddis Premier Wealth Advisors LLC
DECREASED
Shares38,841 from 52,460
Change-13,619 (-26%)
Value$4.0M (-$3.0M)
Filed 2026-10-29
Triad Wealth Partners, LLC
INCREASED
Shares37,707 from 34,082
Change+3,625 (+11%)
Value$3.9M (-$205.5K)
Filed 2026-10-26
Assetmark, Inc
INCREASED
Shares37,290 from 33,274
Change+4,016 (+12%)
Value$3.8M (-$583.9K)
Filed 2026-10-21
Pioneer Family Office, LLC
NEW
Shares37,190
Change+37,190
Value$3.8M
Filed 2026-10-30
D.A. Davidson & Co.
INCREASED
Shares37,101 from 36,318
Change+783 (+2%)
Value$3.8M (-$1.0M)
Filed 2026-10-28
Maltin Wealth Management, Inc.
INCREASED
Shares36,874 from 32,580
Change+4,294 (+13%)
Value$3.8M (-$534.5K)
Filed 2026-10-13
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares36,068 from 34,865
Change+1,203 (+3%)
Value$3.7M (-$922.1K)
Filed 2026-10-16
Brookstone Capital Management
INCREASED
Shares35,608 from 9,791
Change+25,817 (+264%)
Value$3.7M (+$2.4M)
Filed 2026-10-22
VestGen Advisors, LLC
INCREASED
Shares35,150 from 32,192
Change+2,958 (+9%)
Value$3.6M (-$660.7K)
Filed 2026-10-27
Benchmark Financial, LLC
INCREASED
Shares35,106 from 19,474
Change+15,632 (+80%)
Value$3.6M (+$1.0M)
Filed 2026-10-16
StoneX Group Inc.
INCREASED
Shares34,518 from 29,771
Change+4,747 (+16%)
Value$3.6M (-$386.5K)
Filed 2026-11-03
Valley Wealth Managers, Inc.
DECREASED
Shares33,513 from 84,896
Change-51,383 (-61%)
Value$3.5M (-$7.9M)
Filed 2026-10-09
Fifth Third Bancorp
INCREASED
Shares32,331 from 30,316
Change+2,015 (+7%)
Value$3.3M (-$701.8K)
Filed 2026-11-05
BOS Asset Management, LLC
INCREASED
Shares32,238 from 30,570
Change+1,668 (+5%)
Value$3.3M (-$745.2K)
Filed 2026-10-09
Citizens Financial Group Inc
INCREASED
Shares31,944 from 18,024
Change+13,920 (+77%)
Value$3.3M (+$896.2K)
Filed 2026-10-23
First Heartland Consultants, Inc.
INCREASED
Shares31,897 from 28,676
Change+3,221 (+11%)
Value$3.3M (-$528.0K)
Filed 2026-10-08
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares31,643 from 31,643
Change0 (0%)
Value$4.2M ($0)
Filed 2026-11-03
Fearless Solutions, LLC dba Best Invest
INCREASED
Shares31,303 from 27,220
Change+4,083 (+15%)
Value$3.2M (-$395.4K)
Filed 2026-10-14
Banque Pictet & CIE SA
UNCHANGED
Shares30,000 from 30,000
Change0 (0%)
Value$3.1M (-$900.3K)
Filed 2026-10-16
RFG Advisory, LLC
INCREASED
Shares29,457 from 24,802
Change+4,655 (+19%)
Value$3.0M (-$263.7K)
Filed 2026-11-03
Elevation Point Wealth Partners, LLC
NEW
Shares29,352
Change+29,352
Value$3.0M
Filed 2026-11-05
Symphony Financial, Ltd. Co.
INCREASED
Shares27,939 from 24,002
Change+3,937 (+16%)
Value$2.9M (-$258.8K)
Filed 2026-10-22
Triumph Capital Management
INCREASED
Shares27,608 from 25,690
Change+1,918 (+7%)
Value$2.9M (-$573.0K)
Filed 2026-10-14
Signal Advisors Wealth, LLC
INCREASED
Shares27,313 from 20,060
Change+7,253 (+36%)
Value$2.8M (+$146.8K)
Filed 2026-10-13
Rhodes Investment Advisors Inc
DECREASED
Shares26,578 from 26,777
Change-199 (-1%)
Value$2.7M (-$824.1K)
Filed 2026-10-07
Cardinal Point Capital Management ULC
INCREASED
Shares25,535 from 19,245
Change+6,290 (+33%)
Value$2.6M (+$71.8K)
Filed 2026-10-21
Sovran Advisors, LLC
DECREASED
Shares25,353 from 41,732
Change-16,379 (-39%)
Value$2.6M (-$2.3M)
Filed 2026-11-02
Smith Thornton Advisors LLC
INCREASED
Shares25,168 from 24,631
Change+537 (+2%)
Value$2.6M (-$393.1K)
Filed 2026-10-16
Integrity Alliance, Llc.
INCREASED
Shares24,740 from 21,605
Change+3,135 (+15%)
Value$2.6M (-$324.7K)
Filed 2026-10-29
Carlson Financial, Inc.
DECREASED
Shares24,588 from 24,605
Change-17 (0%)
Value$2.5M (-$743.4K)
Filed 2026-11-05
Heritage Wealth Management, Inc.
INCREASED
Shares24,018 from 23,232
Change+786 (+3%)
Value$2.5M (-$616.0K)
Filed 2026-10-28
Puff Wealth Management, LLC
DECREASED
Shares23,469 from 26,506
Change-3,037 (-11%)
Value$2.4M (-$1.1M)
Filed 2026-10-07
Accel Wealth Management
INCREASED
Shares22,954 from 15,696
Change+7,258 (+46%)
Value$2.4M (+$278.2K)
Filed 2026-10-13
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares22,892 from 5,868
Change+17,024 (+290%)
Value$2.4M (+$1.6M)
Filed 2026-10-16
Stegent Equity Advisors, Inc.
DECREASED
Shares22,834 from 24,984
Change-2,150 (-9%)
Value$2.4M (-$971.7K)
Filed 2026-10-13
Financial Futures Ltd Liability Co.
INCREASED
Shares21,847 from 17,673
Change+4,174 (+24%)
Value$2.3M (-$99.4K)
Filed 2026-10-13
Simplicity Wealth,LLC
INCREASED
Shares21,744 from 5,549
Change+16,195 (+292%)
Value$2.2M (+$1.5M)
Filed 2026-10-23
PKS Advisory Services, LLC
UNCHANGED
Shares21,588 from 21,588
Change0 (0%)
Value$2.9M ($0)
Filed 2026-10-26
Key Client Fiduciary Advisors, LLC
INCREASED
Shares20,341 from 19,053
Change+1,288 (+7%)
Value$2.1M (-$438.8K)
Filed 2026-10-19
Global Assets Advisory, LLC
DECREASED
Shares20,041 from 20,087
Change-46 (0%)
Value$2.1M (-$469.8K)
Filed 2026-10-28
Davenport & Co LLC
INCREASED
Shares19,917 from 17,944
Change+1,973 (+11%)
Value$2.1M (-$334.8K)
Filed 2026-10-14
Cambridge Advisors Inc.
INCREASED
Shares19,851 from 18,511
Change+1,340 (+7%)
Value$2.0M (-$417.2K)
Filed 2026-10-19
Hyposwiss Advisors SA
INCREASED
Shares19,699 from 18,714
Change+985 (+5%)
Value$2.0M (-$459.9K)
Filed 2026-10-26
Boyce & Associates Wealth Consulting, Inc.
INCREASED
Shares19,692 from 15,535
Change+4,157 (+27%)
Value$2.0M (-$37.0K)
Filed 2026-10-14
Lane Brothers & Co Inc
DECREASED
Shares19,326 from 24,848
Change-5,522 (-22%)
Value$2.0M (-$1.3M)
Filed 2026-11-02
Creekside Partners
DECREASED
Shares19,128 from 19,129
Change-1 (0%)
Value$2.0M (-$574.3K)
Filed 2026-11-04
Creative Planning
INCREASED
Shares18,567 from 18,371
Change+196 (+1%)
Value$1.9M (-$531.0K)
Filed 2026-11-02
B. Riley Wealth Advisors, Inc.
INCREASED
Shares18,080 from 15,699
Change+2,381 (+15%)
Value$1.9M (-$199.1K)
Filed 2026-10-13
Aurora Private Wealth, Inc.
DECREASED
Shares17,756 from 19,458
Change-1,702 (-9%)
Value$1.8M (-$760.0K)
Filed 2026-10-20
Insight Wealth Partners, LLC
DECREASED
Shares17,617 from 20,058
Change-2,441 (-12%)
Value$1.8M (-$854.0K)
Filed 2026-10-26
Wespac Advisors SoCal, LLC
INCREASED
Shares17,430 from 16,731
Change+699 (+4%)
Value$1.8M (-$429.9K)
Filed 2026-10-13
Wealthcare Advisory Partners LLC
INCREASED
Shares17,117 from 14,618
Change+2,499 (+17%)
Value$1.8M (-$180.6K)
Filed 2026-10-21
Nations Financial Group Inc,
INCREASED
Shares17,059 from 14,830
Change+2,229 (+15%)
Value$1.8M (-$214.9K)
Filed 2026-11-05
APS Management Group, Inc.
DECREASED
Shares16,989 from 23,675
Change-6,686 (-28%)
Value$1.8M (-$1.4M)
Filed 2026-10-14
Intrua Financial, LLC
DECREASED
Shares16,624 from 17,282
Change-658 (-4%)
Value$1.7M (-$586.6K)
Filed 2026-10-28
Guerra PAN Advisors, LLC
INCREASED
Shares16,581 from 13,822
Change+2,759 (+20%)
Value$1.6M (-$203.9K)
Filed 2026-10-26
Capital Investment Advisory Services, LLC
INCREASED
Shares16,467 from 13,689
Change+2,778 (+20%)
Value$1.7M (-$123.8K)
Filed 2026-10-30
Peddock Capital Advisors, LLC
INCREASED
Shares16,162 from 15,313
Change+849 (+6%)
Value$1.7M (-$371.9K)
Filed 2026-10-16
Curran Financial Partners, LLC
INCREASED
Shares16,096 from 11,048
Change+5,048 (+46%)
Value$1.7M (+$189.6K)
Filed 2026-11-04
Ignite Planners, LLC
INCREASED
Shares14,814 from 14,495
Change+319 (+2%)
Value$1.5M (-$402.1K)
Filed 2026-10-14
Purus Wealth Management, LLC
INCREASED
Shares13,911 from 10,686
Change+3,225 (+30%)
Value$1.4M (+$12.2K)
Filed 2026-10-15
Signature Equity Partners, LLC
INCREASED
Shares13,822 from 12,168
Change+1,654 (+14%)
Value$1.4M (-$194.3K)
Filed 2026-10-29
RiverTree Advisors, LLC
DECREASED
Shares13,441 from 18,372
Change-4,931 (-27%)
Value$1.4M (-$1.1M)
Filed 2026-10-13
Asset One Wealth Management LLC
DECREASED
Shares12,838 from 14,642
Change-1,804 (-12%)
Value$1.3M (-$478.9K)
Filed 2026-11-02
Cooper Investors PTY LTD
DECREASED
Shares12,781 from 54,269
Change-41,488 (-76%)
Value$1.3M (-$5.9M)
Filed 2026-10-13
TrueWealth Advisors, LLC
INCREASED
Shares12,206 from 9,940
Change+2,266 (+23%)
Value$1.3M (-$64.3K)
Filed 2026-10-09
Flagstar Securities, Inc
DECREASED
Shares12,081 from 12,501
Change-420 (-3%)
Value$1.2M (-$418.6K)
Filed 2026-10-15
Mirador Capital Partners LP
DECREASED
Shares12,019 from 12,035
Change-16 (0%)
Value$1.2M (-$362.8K)
Filed 2026-10-09
Savior LLC
INCREASED
Shares11,851 from 11,493
Change+358 (+3%)
Value$1.2M (-$308.0K)
Filed 2026-10-13
CPR Investments Inc.
INCREASED
Shares11,825 from 6,569
Change+5,256 (+80%)
Value$1.2M (+$345.5K)
Filed 2026-10-26
IFP Advisors, Inc
INCREASED
Shares11,627 from 6,705
Change+4,922 (+73%)
Value$1.2M (+$306.9K)
Filed 2026-10-16
Global View Capital Management LLC
DECREASED
Shares11,017 from 11,030
Change-13 (0%)
Value$1.1M (-$332.4K)
Filed 2026-10-28
Total Clarity Wealth Management, Inc.
DECREASED
Shares10,937 from 12,431
Change-1,494 (-12%)
Value$1.1M (-$527.3K)
Filed 2026-10-26
Robertson Stephens Wealth Management, LLC
INCREASED
Shares10,628 from 9,885
Change+743 (+8%)
Value$1.1M (-$219.9K)
Filed 2026-10-16
Sowell Financial Services LLC
DECREASED
Shares10,464 from 10,489
Change-25 (0%)
Value$1.1M (-$317.4K)
Filed 2026-10-23
Titleist Asset Management, LLC
DECREASED
Shares10,367 from 10,428
Change-61 (-1%)
Value$1.1M (-$319.3K)
Filed 2026-10-08
Visionary Wealth Advisors
INCREASED
Shares10,308 from 9,157
Change+1,151 (+13%)
Value$1.1M (-$156.0K)
Filed 2026-11-04
Tcfg Investment Advisors, LLC
DECREASED
Shares10,141 from 10,151
Change-10 (0%)
Value$1.0M (-$305.7K)
Filed 2026-10-20
Quad-Cities Investment Group, LLC
DECREASED
Shares9,766 from 9,912
Change-146 (-1%)
Value$1.0M (-$312.5K)
Filed 2026-10-16
Independent Wealth Network Inc.
INCREASED
Shares9,373 from 8,981
Change+392 (+4%)
Value$967.7K (-$229.1K)
Filed 2026-10-19
Waterfront Wealth Inc.
INCREASED
Shares9,209 from 9,036
Change+173 (+2%)
Value$907.4K (-$209.7K)
Filed 2026-11-03
Trueblood Wealth Management, LLC
DECREASED
Shares9,112 from 9,311
Change-199 (-2%)
Value$940.8K (-$300.0K)
Filed 2026-10-23
Chicago Partners Investment Group LLC
DECREASED
Shares9,088 from 9,345
Change-257 (-3%)
Value$869.0K (-$291.6K)
Filed 2026-10-27
Farther Finance Advisors, LLC
INCREASED
Shares9,063 from 7,979
Change+1,084 (+14%)
Value$935.6K (-$127.0K)
Filed 2026-10-08
Redhawk Wealth Advisors, Inc.
INCREASED
Shares9,056 from 7,931
Change+1,125 (+14%)
Value$934.9K (-$121.9K)
Filed 2026-10-14
Ascentis Independent Advisors
NEW
Shares9,015
Change+9,015
Value$930.7K
Filed 2026-11-03
Well Done, LLC
DECREASED
Shares8,712 from 13,174
Change-4,462 (-34%)
Value$899.4K (-$856.0K)
Filed 2026-10-20
Rose Capital Advisors LLC
NEW
Shares8,601
Change+8,601
Value$888.0K
Filed 2026-11-04
Langley Wealth Management, LLC
DECREASED
Shares8,298 from 8,435
Change-137 (-2%)
Value$856.7K (-$267.3K)
Filed 2026-11-04
AFG Fiduciary Services Limited Partnership
INCREASED
Shares8,215 from 8,031
Change+184 (+2%)
Value$843.0K (-$168.2K)
Filed 2026-10-21
Tempus Wealth Planning, LLC
DECREASED
Shares8,001 from 23,831
Change-15,830 (-66%)
Value$826.0K (-$2.3M)
Filed 2026-10-14
Crusonia Wealth Advisors LLC
INCREASED
Shares7,976 from 7,676
Change+300 (+4%)
Value$823.5K (-$199.4K)
Filed 2026-10-26
Wagner Wealth Management, Corp
INCREASED
Shares7,922 from 7,253
Change+669 (+9%)
Value$817.9K (-$148.6K)
Filed 2026-10-20
Clark Wealth Partners
INCREASED
Shares7,805 from 7,732
Change+73 (+1%)
Value$805.8K (-$224.5K)
Filed 2026-10-19
Grantvest Financial Group LLC
INCREASED
Shares7,741 from 7,366
Change+375 (+5%)
Value$799.2K (-$182.3K)
Filed 2026-10-21
PFG Advisors
DECREASED
Shares7,687 from 8,351
Change-664 (-8%)
Value$793.6K (-$319.2K)
Filed 2026-10-16
Lido Advisors, LLC
INCREASED
Shares7,439 from 5,984
Change+1,455 (+24%)
Value$768.0K (-$29.3K)
Filed 2026-11-04
CoreCap Advisors, LLC
DECREASED
Shares7,352 from 7,391
Change-39 (-1%)
Value$759.1K (-$225.7K)
Filed 2026-10-08
Parallel Advisors, LLC
INCREASED
Shares7,348 from 6,203
Change+1,145 (+18%)
Value$758.6K (-$67.9K)
Filed 2026-11-03
Founders Financial Securities LLC
INCREASED
Shares7,241 from 6,903
Change+338 (+5%)
Value$747.5K (-$172.3K)
Filed 2026-10-28
Capital CS Group, LLC
DECREASED
Shares7,170 from 7,375
Change-205 (-3%)
Value$740.3K (-$242.4K)
Filed 2026-10-29
Capital Wealth Alliance, LLC
DECREASED
Shares7,033 from 7,543
Change-510 (-7%)
Value$726.1K (-$279.0K)
Filed 2026-10-20
Cornerstone Wealth, LLC
INCREASED
Shares6,967 from 4,927
Change+2,040 (+41%)
Value$666.2K (+$59.1K)
Filed 2026-10-28
GoalVest Advisory LLC
INCREASED
Shares6,869 from 5,235
Change+1,634 (+31%)
Value$709.2K (+$11.6K)
Filed 2026-10-02
Uptick Partners, LLC
INCREASED
Shares6,833 from 5,277
Change+1,556 (+29%)
Value$705.5K (+$2.3K)
Filed 2026-11-04
Trust Co of Toledo NA
DECREASED
Shares6,774 from 7,755
Change-981 (-13%)
Value$699.3K (-$334.0K)
Filed 2026-10-16
Vontobel Holding Ltd.
INCREASED
Shares6,750 from 4,300
Change+2,450 (+57%)
Value$696.9K (+$123.9K)
Filed 2026-10-16
Lanark Financial, Inc.
INCREASED
Shares6,590 from 6,350
Change+240 (+4%)
Value$680.3K (-$165.9K)
Filed 2026-10-26
Summit Wealth Group LLC / Co
DECREASED
Shares6,546 from 7,196
Change-650 (-9%)
Value$675.8K (-$283.2K)
Filed 2026-10-29
Stirlingshire Investments, Inc.
INCREASED
Shares6,296 from 4,818
Change+1,478 (+31%)
Value$650.0K (+$8.0K)
Filed 2026-11-05
Cascade Investment Group, Inc.
UNCHANGED
Shares6,222 from 6,222
Change0 (0%)
Value$642.4K (-$186.7K)
Filed 2026-10-13
Willner & Heller, LLC
DECREASED
Shares6,123 from 6,453
Change-330 (-5%)
Value$632.1K (-$227.7K)
Filed 2026-10-28
Hourglass Capital, LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$619.4K (-$180.1K)
Filed 2026-10-26
Csenge Advisory Group
DECREASED
Shares5,940 from 5,997
Change-57 (-1%)
Value$613.3K (-$185.9K)
Filed 2026-11-04
Hunter Associates Investment Management LLC
INCREASED
Shares5,881 from 3,609
Change+2,272 (+63%)
Value$609.0K (+$125.0K)
Filed 2026-10-26
Quantum Private Wealth, LLC
INCREASED
Shares5,868 from 5,315
Change+553 (+10%)
Value$605.8K (-$102.4K)
Filed 2026-10-20
Archford Capital Strategies, LLC
INCREASED
Shares5,581 from 5,030
Change+551 (+11%)
Value$576.2K (-$94.1K)
Filed 2026-10-19
WealthTrust Asset Management, LLC
INCREASED
Shares5,469 from 4,587
Change+882 (+19%)
Value$564.6K (-$46.6K)
Filed 2026-10-22
Insight Advisors, LLC/ PA
INCREASED
Shares5,298 from 5,053
Change+245 (+5%)
Value$547.1K (-$126.4K)
Filed 2026-10-22
Wolff Wiese Magana LLC
INCREASED
Shares5,046 from 1,687
Change+3,359 (+199%)
Value$521.0K (+$296.2K)
Filed 2026-10-15
Andina Capital Management, LLC
NEW
Shares4,944
Change+4,944
Value$510.4K
Filed 2026-10-21
Capital Advisors, Ltd. LLC
UNCHANGED
Shares4,664 from 4,664
Change0 (0%)
Value$482.0K (+$481.4K)
Filed 2026-10-27
Private Trust Co NA
DECREASED
Shares4,571 from 4,905
Change-334 (-7%)
Value$471.9K (-$181.7K)
Filed 2026-10-20
Evolution Wealth Management Inc.
INCREASED
Shares4,461 from 4,191
Change+270 (+6%)
Value$460.6K (-$97.9K)
Filed 2026-10-28
Indivisible Partners
NEW
Shares4,404
Change+4,404
Value$454.7K
Filed 2026-10-26
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares4,096 from 4,665
Change-569 (-12%)
Value$422.9K (-$198.7K)
Filed 2026-10-15
Summit Investment Advisory Services, LLC
INCREASED
Shares4,069 from 3,487
Change+582 (+17%)
Value$420.1K (-$44.6K)
Filed 2026-11-03
Tsfg, LLC
INCREASED
Shares3,895 from 3,395
Change+500 (+15%)
Value$402.0K (-$50.0K)
Filed 2026-10-23
Balboa Wealth Partners
INCREASED
Shares3,890 from 3,496
Change+394 (+11%)
Value$401.6K (-$64.2K)
Filed 2026-10-20
Clear Harbor Asset Management, LLC
INCREASED
Shares3,810 from 3,350
Change+460 (+14%)
Value$393.4K (-$53.0K)
Filed 2026-11-05
Strategic Blueprint, LLC
INCREASED
Shares3,788 from 3,427
Change+361 (+11%)
Value$391.1K (-$65.6K)
Filed 2026-10-22
Boyer Financial Services, Inc.
INCREASED
Shares3,557 from 2,496
Change+1,061 (+43%)
Value$367.2K (+$52.9K)
Filed 2026-10-23
Silver Grove Financial Group, Inc.
INCREASED
Shares3,316 from 3,116
Change+200 (+6%)
Value$342.4K (-$72.9K)
Filed 2026-11-05
Golden State Wealth Management, LLC
DECREASED
Shares3,316 from 3,318
Change-2 (0%)
Value$342.4K (-$99.8K)
Filed 2026-11-02
Westco Advisory Services Inc
UNCHANGED
Shares3,188 from 3,188
Change0 (0%)
Value$329.1K (-$95.7K)
Filed 2026-10-14
Herbst Group, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$309.7K (-$90.0K)
Filed 2026-10-20
Koshinski Asset Management, Inc.
INCREASED
Shares2,991 from 2,278
Change+713 (+31%)
Value$308.8K (+$5.2K)
Filed 2026-10-29
Kestra Investment Management, LLC
DECREASED
Shares2,945 from 3,646
Change-701 (-19%)
Value$304.1K (-$181.7K)
Filed 2026-11-04
Gilpin Wealth Management, LLC
INCREASED
Shares2,829 from 2,603
Change+226 (+9%)
Value$292.1K (-$54.8K)
Filed 2026-10-09
Revisor Wealth Management LLC
DECREASED
Shares2,813 from 6,600
Change-3,787 (-57%)
Value$283.0K (-$596.5K)
Filed 2026-10-20
Pinion Investment Advisors, LLC
INCREASED
Shares2,701 from 2,236
Change+465 (+21%)
Value$278.9K (-$19.1K)
Filed 2026-11-04
Partners Wealth Management, LLC
NEW
Shares2,677
Change+2,677
Value$276.4K
Filed 2026-10-28
Private Client Services, LLC
NEW
Shares2,598
Change+2,598
Value$268.2K
Filed 2026-10-02
Advisor Resource Council
INCREASED
Shares2,405 from 2,320
Change+85 (+4%)
Value$255.4K (-$39.2K)
Filed 2026-11-05
Register Financial Advisors LLC
UNCHANGED
Shares2,317 from 2,317
Change0 (0%)
Value$239.2K (-$69.5K)
Filed 2026-10-23
Southland Equity Partners LLC
UNCHANGED
Shares2,283 from 2,283
Change0 (0%)
Value$235.7K (-$68.5K)
Filed 2026-10-14
Formidable Asset Management, LLC
INCREASED
Shares2,276 from 2,143
Change+133 (+6%)
Value$303.3K (+$65.9K)
Filed 2026-11-03
Prime Capital Investment Advisors, LLC
INCREASED
Shares2,271 from 2,176
Change+95 (+4%)
Value$234.5K (-$55.5K)
Filed 2026-10-20
HB Wealth Management, LLC
DECREASED
Shares2,253 from 3,792
Change-1,539 (-41%)
Value$232.6K (-$272.7K)
Filed 2026-10-23
Dynamic Advisor Solutions LLC
DECREASED
Shares2,242 from 2,616
Change-374 (-14%)
Value$231.5K (-$117.1K)
Filed 2026-10-13
Southern Capital Advisors, LLC
NEW
Shares2,217
Change+2,217
Value$228.9K
Filed 2026-10-26
SteelPeak Wealth, LLC
UNCHANGED
Shares2,207 from 2,207
Change0 (0%)
Value$227.9K (-$66.2K)
Filed 2026-10-16
Lincoln Capital LLC
UNCHANGED
Shares2,207 from 2,207
Change0 (0%)
Value$227.9K (-$66.2K)
Filed 2026-10-09
Flynn Zito Capital Management, LLC
UNCHANGED
Shares2,205 from 2,205
Change0 (0%)
Value$227.6K (-$66.2K)
Filed 2026-11-04
Avidian Wealth Enterprises, LLC
INCREASED
Shares2,201 from 2,160
Change+41 (+2%)
Value$227.2K (-$60.6K)
Filed 2026-10-08
Simon Quick Advisors, LLC
UNCHANGED
Shares2,194 from 2,194
Change0 (0%)
Value$226.5K (-$65.8K)
Filed 2026-10-26
Mission Financial Group, LLC
INCREASED
Shares2,183 from 1,883
Change+300 (+16%)
Value$225.4K (-$25.6K)
Filed 2026-10-21
Procyon Advisors, LLC
DECREASED
Shares2,177 from 2,669
Change-492 (-18%)
Value$224.8K (-$130.9K)
Filed 2026-10-21
Thompson Davis & Co., Inc.
INCREASED
Shares2,170 from 2,110
Change+60 (+3%)
Value$224.0K (-$57.1K)
Filed 2026-11-05
Garde Capital, Inc.
UNCHANGED
Shares2,168 from 2,168
Change0 (0%)
Value$223.8K (-$65.1K)
Filed 2026-10-29
Altus Wealth Group LLC
DECREASED
Shares2,143 from 6,056
Change-3,913 (-65%)
Value$221.2K (-$585.7K)
Filed 2026-10-20
J. Safra Sarasin Holding AG
UNCHANGED
Shares2,131 from 2,131
Change0 (0%)
Value$236.1K ($0)
Filed 2026-10-26
Arwa LLC
NEW
Shares2,092
Change+2,092
Value$214.7K
Filed 2026-10-21
Lee Financial Co
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$206.5K (-$60.0K)
Filed 2026-10-16
AlphaStar Capital Management, LLC
NEW
Shares1,982
Change+1,982
Value$204.7K
Filed 2026-10-16
Columbia Advisory Partners LLC
NEW
Shares1,943
Change+1,943
Value$200.6K
Filed 2026-10-15
Manchester Capital Management LLC
INCREASED
Shares1,875 from 1,724
Change+151 (+9%)
Value$193.6K (-$36.1K)
Filed 2026-10-22
Blue Trust, Inc.
INCREASED
Shares1,870 from 1,842
Change+28 (+2%)
Value$193.1K (-$52.4K)
Filed 2026-10-15
Cassaday & Co Wealth Management LLC
NEW
Shares1,848
Change+1,848
Value$190.8K
Filed 2026-10-27
GK Wealth Management LLC
DECREASED
Shares1,231 from 1,873
Change-642 (-34%)
Value$127.0K (-$122.6K)
Filed 2026-10-09
Archer Investment Corp
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$113.6K (-$33.0K)
Filed 2026-11-05
Reap Financial Group, LLC
UNCHANGED
Shares1,074 from 1,074
Change0 (0%)
Value$110.9K (-$32.2K)
Filed 2026-11-02
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares990 from 990
Change0 (0%)
Value$102.2K (-$29.7K)
Filed 2026-10-15
Financial Network Wealth Advisors LLC
INCREASED
Shares776 from 693
Change+83 (+12%)
Value$80.1K (-$12.2K)
Filed 2026-10-28
North Star Investment Management Corp.
UNCHANGED
Shares759 from 759
Change0 (0%)
Value$78.4K (-$22.8K)
Filed 2026-10-27
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$77.4K (-$22.5K)
Filed 2026-11-04
Buck Wealth Strategies, LLC
NEW
Shares734
Change+734
Value$75.8K
Filed 2026-10-28
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares590 from 590
Change0 (0%)
Value$59 (-$68.0K)
Filed 2026-11-04
Compass Financial Management LLC
DECREASED
Shares587 from 2,527
Change-1,940 (-77%)
Value$60.6K (-$274.1K)
Filed 2026-10-30
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$51.6K (-$15.0K)
Filed 2026-10-23
SBI Securities Co., Ltd.
INCREASED
Shares490 from 480
Change+10 (+2%)
Value$50.6K (-$13.4K)
Filed 2026-10-22
Larson Financial Group LLC
DECREASED
Shares410 from 2,125
Change-1,715 (-81%)
Value$42.3K (-$240.9K)
Filed 2026-11-05
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares345 from 345
Change0 (0%)
Value$35.6K (-$10.4K)
Filed 2026-10-15
Balance Wealth Partners LLC
NEW
Shares342
Change+342
Value$35.3K
Filed 2026-10-27
Pinnacle Bancorp, Inc.
UNCHANGED
Shares340 from 340
Change0 (0%)
Value$35.1K (-$10.2K)
Filed 2026-10-21
Armstrong Advisory Group, Inc
UNCHANGED
Shares337 from 337
Change0 (0%)
Value$34.8K (-$10.1K)
Filed 2026-10-09
Gamma Investing LLC
UNCHANGED
Shares288 from 288
Change0 (0%)
Value$29.7K (-$8.6K)
Filed 2026-10-08
Root Financial Partners, LLC
NEW
Shares261
Change+261
Value$26.9K
Filed 2026-10-21
Rossby Financial, LCC
DECREASED
Shares260 from 297
Change-37 (-12%)
Value$26.8K (-$12.7K)
Filed 2026-11-05
First Pacific Financial
UNCHANGED
Shares252 from 252
Change0 (0%)
Value$26.0K (-$7.6K)
Filed 2026-10-14
Downshift Financial, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$25.8K (-$7.5K)
Filed 2026-10-13
Mather Group, Llc.
UNCHANGED
Shares248 from 248
Change0 (0%)
Value$25.6K (-$7.4K)
Filed 2026-10-14
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares231 from 231
Change0 (0%)
Value$23.8K (-$6.9K)
Filed 2026-10-13
Point Nemo Capital, LLC
UNCHANGED
Shares212 from 212
Change0 (0%)
Value$21.9K (-$6.4K)
Filed 2026-11-03
Rakuten Securities, Inc.
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$19.1K (-$5.6K)
Filed 2026-11-02
Trust Co of Vermont
NEW
Shares183
Change+183
Value$18.9K
Filed 2026-10-21
EverSource Wealth Advisors, LLC
UNCHANGED
Shares147 from 147
Change0 (0%)
Value$15.2K (-$4.4K)
Filed 2026-11-04
Barrett & Company, Inc.
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$10.4K (-$3.0K)
Filed 2026-10-22
TD Waterhouse Canada Inc.
DECREASED
Shares100 from 4,555
Change-4,455 (-98%)
Value$10.5K (-$578.2K)
Filed 2026-10-16
Lodestone Wealth Management LLC
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$10.1K (-$2.9K)
Filed 2026-10-14
Kingdom Financial Group Llc.
NEW
Shares90
Change+90
Value$9.3K
Filed 2026-11-04
MB, Levis & Associates, LLC
DECREASED
Shares80 from 100
Change-20 (-20%)
Value$8.3K (-$5.1K)
Filed 2026-10-16
Simplex Trading, LLC
NEW
Shares72
Change+72
Value$7.4K
Filed 2026-11-04
Blue Bell Private Wealth Management, LLC
NEW
Shares58
Change+58
Value$6.0K
Filed 2026-10-29
Davis Capital Management
DECREASED
Shares56 from 84
Change-28 (-33%)
Value$5.8K (-$5.4K)
Filed 2026-10-08
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$5.7K (-$1.7K)
Filed 2026-11-03
Covestor Ltd
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$5 (-$1)
Filed 2026-10-30
Financial Consulate, Inc
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$4.5K (-$1.3K)
Filed 2026-10-23
Concord Wealth Partners
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$2.6K (-$750)
Filed 2026-11-02
CGC Financial Services, LLC
NEW
Shares24
Change+24
Value$2.5K
Filed 2026-10-13
Oakworth Capital, Inc.
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$2.4K (-$600)
Filed 2026-10-26
Fortitude Family Office, LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$2.3K (-$661)
Filed 2026-10-14
Realta Investment Advisors
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$2.1K (-$600)
Filed 2026-10-14
Foresight Capital Management Advisors, Inc.
NEW
Shares18
Change+18
Value$1.9K
Filed 2026-10-27
Ascentis Wealth Management, LLC
NEW
Shares2
Change+2
Value$206
Filed 2026-11-03
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares1 from 31,201
Change-31,200 (-100%)
Value$0 (-$4.1K)
Filed 2026-11-02
Fourpath Capital Management, LLC
CLOSED
Shares0 from 100,089
Change-100,089 (-100%)
Value$0 (-$13.3M)
Filed 2026-10-19
Beaumont Financial Advisors, LLC
CLOSED
Shares0 from 81,672
Change-81,672 (-100%)
Value$0 (-$10.9M)
Filed 2026-10-22
Able Financial Group, LLC
CLOSED
Shares0 from 51,409
Change-51,409 (-100%)
Value$0 (-$6.9M)
Filed 2026-10-14
Fiduciary Alliance LLC
CLOSED
Shares0 from 25,745
Change-25,745 (-100%)
Value$0 (-$3.4M)
Filed 2026-10-13
Inscription Capital, LLC
CLOSED
Shares0 from 25,586
Change-25,586 (-100%)
Value$0 (-$3.4M)
Filed 2026-11-02
Great Diamond Partners, LLC
CLOSED
Shares0 from 23,338
Change-23,338 (-100%)
Value$0 (-$3.1M)
Filed 2026-10-13
Plan Group Financial, LLC
CLOSED
Shares0 from 21,120
Change-21,120 (-100%)
Value$0 (-$2.8M)
Filed 2026-10-22
Providence First Trust Co
CLOSED
Shares0 from 12,626
Change-12,626 (-100%)
Value$0 (-$1.7M)
Filed 2026-11-02
FIG Financial Advisory Services Inc
CLOSED
Shares0 from 10,787
Change-10,787 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-07
Vise Technologies, Inc.
CLOSED
Shares0 from 7,682
Change-7,682 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-29
Compound Planning, Inc.
CLOSED
Shares0 from 4,121
Change-4,121 (-100%)
Value$0 (-$549.1K)
Filed 2026-11-05
Fulcrum Equity Management
CLOSED
Shares0 from 3,377
Change-3,377 (-100%)
Value$0 (-$450.0K)
Filed 2026-10-21
Certified Advisory Corp
CLOSED
Shares0 from 3,307
Change-3,307 (-100%)
Value$0 (-$440.6K)
Filed 2026-10-29
Mattern Wealth Management LLC
CLOSED
Shares0 from 2,500
Change-2,500 (-100%)
Value$0 (-$333.1K)
Filed 2026-11-04
Optivise Advisory Services LLC
CLOSED
Shares0 from 2,444
Change-2,444 (-100%)
Value$0 (-$325.7K)
Filed 2026-10-19
World Equity Group, Inc.
CLOSED
Shares0 from 1,991
Change-1,991 (-100%)
Value$0 (-$265.3K)
Filed 2026-10-14
Huntleigh Advisors, Inc.
CLOSED
Shares0 from 1,925
Change-1,925 (-100%)
Value$0 (-$256.5K)
Filed 2026-11-03
Busey Bank
CLOSED
Shares0 from 1,750
Change-1,750 (-100%)
Value$0 (-$233.2K)
Filed 2026-10-26
Thrivent Financial for Lutherans
CLOSED
Shares0 from 1,723
Change-1,723 (-100%)
Value$0 (-$230.0K)
Filed 2026-11-05
Segment Wealth Management, LLC
CLOSED
Shares0 from 1,700
Change-1,700 (-100%)
Value$0 (-$226.5K)
Filed 2026-10-26
MBE Wealth Management, LLC
CLOSED
Shares0 from 1,688
Change-1,688 (-100%)
Value$0 (-$224.9K)
Filed 2026-10-26
Great Point Wealth Advisors, LLC
CLOSED
Shares0 from 1,667
Change-1,667 (-100%)
Value$0 (-$222.1K)
Filed 2026-10-15
PVG Asset Management Corp
CLOSED
Shares0 from 1,652
Change-1,652 (-100%)
Value$0 (-$220.1K)
Filed 2026-10-19
Narus Financial Partners, LLC
CLOSED
Shares0 from 1,636
Change-1,636 (-100%)
Value$0 (-$218.0K)
Filed 2026-10-19
Sound Income Strategies, LLC
CLOSED
Shares0 from 1,565
Change-1,565 (-100%)
Value$0 (-$208.5K)
Filed 2026-10-09
Traphagen Investment Advisors LLC
CLOSED
Shares0 from 1,546
Change-1,546 (-100%)
Value$0 (-$206.1K)
Filed 2026-10-14
SP Asset Management LLC
CLOSED
Shares0 from 1,504
Change-1,504 (-100%)
Value$0 (-$200.5K)
Filed 2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 987
Change-987 (-100%)
Value$0 (-$131.5K)
Filed 2026-10-14
Belvedere Trading LLC
CLOSED
Shares0 from 668
Change-668 (-100%)
Value$0 (-$89.0K)
Filed 2026-11-05
Torren Management, LLC
CLOSED
Shares0 from 384
Change-384 (-100%)
Value$0 (-$51.2K)
Filed 2026-10-29
Abound Wealth Management
CLOSED
Shares0 from 244
Change-244 (-100%)
Value$0 (-$32.5K)
Filed 2026-10-26
Holos Integrated Wealth LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$12.3K)
Filed 2026-10-23
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 77
Change-77 (-100%)
Value$0 (-$10.3K)
Filed 2026-10-29
MCF Advisors LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$400)
Filed 2026-10-28
Prairie Wealth Advisors, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 (-$254.4K)
Filed 2026-10-29
Bank of America Corp
N/A
Shares— from 10,426,985
Change-10,426,985 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 6,622,518
Change-6,622,518 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 6,080,121
Change-6,080,121 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,844,303
Change-2,844,303 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,679,410
Change-2,679,410 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,379,873
Change-2,379,873 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,486,312
Change-1,486,312 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 1,350,500
Change-1,350,500 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,116,658
Change-1,116,658 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 889,881
Change-889,881 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 816,728
Change-816,728 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 550,874
Change-550,874 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 510,524
Change-510,524 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 442,987
Change-442,987 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 427,150
Change-427,150 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 343,640
Change-343,640 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 333,906
Change-333,906 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 318,869
Change-318,869 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 301,864
Change-301,864 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 268,920
Change-268,920 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 263,029
Change-263,029 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 257,146
Change-257,146 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 255,007
Change-255,007 (-100%)
Value—
FIL Ltd
N/A
Shares— from 250,947
Change-250,947 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 250,356
Change-250,356 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 247,170
Change-247,170 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 223,243
Change-223,243 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 188,078
Change-188,078 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 177,746
Change-177,746 (-100%)
Value—
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A
Shares— from 177,688
Change-177,688 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 174,591
Change-174,591 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 159,922
Change-159,922 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 150,473
Change-150,473 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 147,885
Change-147,885 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 145,468
Change-145,468 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 112,011
Change-112,011 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 111,447
Change-111,447 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 100,505
Change-100,505 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 92,672
Change-92,672 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 90,964
Change-90,964 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 89,936
Change-89,936 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 89,828
Change-89,828 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 89,657
Change-89,657 (-100%)
Value—
Prudential PLC
N/A
Shares— from 74,857
Change-74,857 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 74,630
Change-74,630 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 73,502
Change-73,502 (-100%)
Value—
&partners
N/A
Shares— from 72,738
Change-72,738 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 69,651
Change-69,651 (-100%)
Value—
Fischer Investment Strategies, LLC
N/A
Shares— from 66,045
Change-66,045 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 63,550
Change-63,550 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 63,294
Change-63,294 (-100%)
Value—
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A
Shares— from 61,712
Change-61,712 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 61,610
Change-61,610 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 60,506
Change-60,506 (-100%)
Value—
Nwam LLC
N/A
Shares— from 60,032
Change-60,032 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 59,059
Change-59,059 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 58,678
Change-58,678 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 56,594
Change-56,594 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 55,921
Change-55,921 (-100%)
Value—
Stephens Inc
N/A
Shares— from 55,120
Change-55,120 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 54,738
Change-54,738 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 54,608
Change-54,608 (-100%)
Value—
Macro Advisors, Inc.
N/A
Shares— from 52,953
Change-52,953 (-100%)
Value—
Portfolio Strategies, Inc.
N/A
Shares— from 51,849
Change-51,849 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 51,272
Change-51,272 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 51,131
Change-51,131 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 50,598
Change-50,598 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 49,654
Change-49,654 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 48,207
Change-48,207 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 47,451
Change-47,451 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 47,272
Change-47,272 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 45,302
Change-45,302 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 43,818
Change-43,818 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 42,407
Change-42,407 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 41,730
Change-41,730 (-100%)
Value—
Mach-1 Financial Group, LLC
N/A
Shares— from 41,417
Change-41,417 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 40,880
Change-40,880 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 40,091
Change-40,091 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 39,002
Change-39,002 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 38,826
Change-38,826 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 38,381
Change-38,381 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 38,288
Change-38,288 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 36,575
Change-36,575 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 35,265
Change-35,265 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 34,924
Change-34,924 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 34,539
Change-34,539 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 33,980
Change-33,980 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 33,606
Change-33,606 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 33,283
Change-33,283 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 32,824
Change-32,824 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 31,860
Change-31,860 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 31,309
Change-31,309 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 28,549
Change-28,549 (-100%)
Value—
Investment Advisory Services Group LLC
N/A
Shares— from 28,206
Change-28,206 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 27,689
Change-27,689 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 26,974
Change-26,974 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 26,549
Change-26,549 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 26,394
Change-26,394 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 25,809
Change-25,809 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 25,554
Change-25,554 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 24,511
Change-24,511 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 24,019
Change-24,019 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 23,281
Change-23,281 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 22,664
Change-22,664 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 21,925
Change-21,925 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 21,915
Change-21,915 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 21,695
Change-21,695 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 21,015
Change-21,015 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 20,400
Change-20,400 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 19,321
Change-19,321 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 18,948
Change-18,948 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 18,901
Change-18,901 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 18,442
Change-18,442 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 18,335
Change-18,335 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 18,284
Change-18,284 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 18,210
Change-18,210 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 18,191
Change-18,191 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 18,039
Change-18,039 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 16,889
Change-16,889 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 16,823
Change-16,823 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 16,635
Change-16,635 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 16,528
Change-16,528 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 16,227
Change-16,227 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 16,038
Change-16,038 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 16,000
Change-16,000 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 15,921
Change-15,921 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 15,810
Change-15,810 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 15,751
Change-15,751 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 15,271
Change-15,271 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 15,154
Change-15,154 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 15,017
Change-15,017 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 14,980
Change-14,980 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 14,396
Change-14,396 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 14,265
Change-14,265 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 14,264
Change-14,264 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 14,084
Change-14,084 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 13,262
Change-13,262 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 12,995
Change-12,995 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 12,518
Change-12,518 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 12,345
Change-12,345 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 11,885
Change-11,885 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 11,587
Change-11,587 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 10,914
Change-10,914 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 10,385
Change-10,385 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 9,984
Change-9,984 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 9,685
Change-9,685 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 9,623
Change-9,623 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 9,514
Change-9,514 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 9,304
Change-9,304 (-100%)
Value—
FMR LLC
N/A
Shares— from 9,218
Change-9,218 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 9,205
Change-9,205 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 9,165
Change-9,165 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 8,986
Change-8,986 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 8,685
Change-8,685 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 8,341
Change-8,341 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 8,146
Change-8,146 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 8,094
Change-8,094 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 7,940
Change-7,940 (-100%)
Value—
Guardian Capital, LLC
N/A
Shares— from 7,790
Change-7,790 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 7,586
Change-7,586 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 7,501
Change-7,501 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 7,501
Change-7,501 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 6,667
Change-6,667 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 6,591
Change-6,591 (-100%)
Value—
McKinney Capital Management, LLC
N/A
Shares— from 6,560
Change-6,560 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 6,221
Change-6,221 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 6,165
Change-6,165 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 6,073
Change-6,073 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 5,751
Change-5,751 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 5,541
Change-5,541 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 5,490
Change-5,490 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 5,267
Change-5,267 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 5,254
Change-5,254 (-100%)
Value—
Betterment LLC
N/A
Shares— from 5,220
Change-5,220 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 5,150
Change-5,150 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 5,138
Change-5,138 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 4,979
Change-4,979 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 4,714
Change-4,714 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 4,711
Change-4,711 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 4,660
Change-4,660 (-100%)
Value—
Darden Wealth Group Inc
N/A
Shares— from 4,601
Change-4,601 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 4,530
Change-4,530 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 4,405
Change-4,405 (-100%)
Value—
Spruce Point Capital Management, LLC
N/A
Shares— from 4,347
Change-4,347 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 4,206
Change-4,206 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 4,126
Change-4,126 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 4,114
Change-4,114 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 3,916
Change-3,916 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 3,827
Change-3,827 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 3,762
Change-3,762 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 3,743
Change-3,743 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 3,641
Change-3,641 (-100%)
Value—
Auxano Advisors, LLC
N/A
Shares— from 3,593
Change-3,593 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 3,588
Change-3,588 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 3,570
Change-3,570 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 3,518
Change-3,518 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 3,470
Change-3,470 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 3,415
Change-3,415 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 3,390
Change-3,390 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 3,262
Change-3,262 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 3,198
Change-3,198 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 3,137
Change-3,137 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 3,021
Change-3,021 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 2,851
Change-2,851 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 2,796
Change-2,796 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 2,629
Change-2,629 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 2,610
Change-2,610 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 2,539
Change-2,539 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 2,520
Change-2,520 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 2,373
Change-2,373 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 2,369
Change-2,369 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 2,241
Change-2,241 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 2,212
Change-2,212 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 2,208
Change-2,208 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 2,170
Change-2,170 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 2,165
Change-2,165 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 2,145
Change-2,145 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 2,043
Change-2,043 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 1,969
Change-1,969 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,942
Change-1,942 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 1,864
Change-1,864 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 1,862
Change-1,862 (-100%)
Value—
Cedrus Wealth Group LLC
N/A
Shares— from 1,850
Change-1,850 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 1,844
Change-1,844 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 1,819
Change-1,819 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 1,783
Change-1,783 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 1,772
Change-1,772 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,741
Change-1,741 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 1,739
Change-1,739 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 1,641
Change-1,641 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1,640
Change-1,640 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 1,589
Change-1,589 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 1,526
Change-1,526 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,512
Change-1,512 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,313
Change-1,313 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,252
Change-1,252 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,225
Change-1,225 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 1,008
Change-1,008 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 861
Change-861 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 803
Change-803 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 800
Change-800 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 645
Change-645 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 492
Change-492 (-100%)
Value—
10Elms LLP
N/A
Shares— from 487
Change-487 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 469
Change-469 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 445
Change-445 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 445
Change-445 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 444
Change-444 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 437
Change-437 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 412
Change-412 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 256
Change-256 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 253
Change-253 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 229
Change-229 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 219
Change-219 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 186
Change-186 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 140
Change-140 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 129
Change-129 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 118
Change-118 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 103
Change-103 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 72
Change-72 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 57
Change-57 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 52
Change-52 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Cambridge Investment Research Advisors, Inc.
INCREASED1,301,3581,154,779+146,579+13%$153.9M$134.4M-$19.5M2026-11-02
Commonwealth Equity Services, LLC
INCREASED776,963756,258+20,705+3%$100.8M$80.2M-$20.6M2026-11-02
Kestra Advisory Services, LLC
INCREASED602,812585,644+17,168+3%$78.0M$62.2M-$15.8M2026-11-02
Parcion Private Wealth LLC
DECREASED493,820499,778-5,958-1%$66.6M$51.0M-$15.6M2026-10-28
Comprehensive Wealth Management, LLC
INCREASED296,558245,734+50,824+21%$32.7M$30.6M-$2.1M2026-11-02
Truist Financial Corp
INCREASED266,416192,461+73,955+38%$25.6M$27.5M+$1.9M2026-10-30
Next Level Private LLC
INCREASED236,724234,279+2,445+1%$31.2M$24.4M-$6.8M2026-10-20
Sage Private Wealth Group, LLC
INCREASED218,529206,553+11,976+6%$27.5M$22.6M-$5.0M2026-10-21
True Private Wealth Advisors
INCREASED200,997189,260+11,737+6%$25.2M$20.8M-$4.5M2026-10-19
Oppenheimer & Co Inc
INCREASED188,066180,118+7,948+4%$24.0M$19.4M-$4.6M2026-10-26
Citigroup Inc
INCREASED184,354138,497+45,857+33%$18.5M$19.0M+$578.0K2026-11-04
Pictet North America Advisors SA
INCREASED176,311146,319+29,992+21%$19.5M$18.2M-$1.3M2026-10-21
Creative Financial Designs Inc
INCREASED162,117159,408+2,709+2%$21.2M$16.7M-$4.5M2026-11-04
Prospera Financial Services Inc
INCREASED158,663103,952+54,711+53%$13.9M$15.6M+$1.8M2026-11-04
HBW Advisory Services LLC
INCREASED147,742110,606+37,136+34%$14.7M$15.3M+$514.6K2026-10-15
Kestra Private Wealth Services, LLC
INCREASED145,416134,943+10,473+8%$18.0M$15.0M-$3.0M2026-10-30
Mirae Asset Global Investments Co., Ltd.
DECREASED138,000286,000-148,000-52%$38.1M$14.2M-$23.9M2026-11-03
Precedent Wealth Partners, LLC
INCREASED135,933111,326+24,607+22%$14.8M$14.0M-$800.4K2026-10-21
Frederick Financial Consultants, LLC
INCREASED128,385127,802+583+0%$17.0M$13.3M-$3.8M2026-10-29
Parkside Investments, LLC
DECREASED116,937118,742-1,805-2%$15.8M$12.1M-$3.7M2026-10-20
Crumly & Associates Inc.
INCREASED115,24199,934+15,307+15%$13.3M$11.9M-$1.4M2026-10-07
Riggs Asset Managment Co. Inc.
INCREASED110,432108,427+2,005+2%$14.4M$11.4M-$3.0M2026-11-05
Redstone Wealth Management, LLC
INCREASED94,55889,380+5,178+6%$11.9M$9.8M-$2.1M2026-10-20
US Bancorp \de\
INCREASED93,38189,676+3,705+4%$12.0M$9.6M-$2.3M2026-11-05
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
UNCHANGED92,00092,00000%$12.3M$9.5M-$2.8M2026-10-29
Meitav Investment House LTD
INCREASED91,02264,450+26,572+41%$8.6M$9.4M+$809.1K2026-10-28
Thryve Wealth Management LLC
INCREASED90,27889,308+970+1%$11.9M$9.3M-$2.6M2026-10-09
Fagan Associates, Inc.
INCREASED89,90684,326+5,580+7%$11.2M$9.3M-$2.0M2026-10-13
Purewater Capital LLC
INCREASED89,77381,151+8,622+11%$10.8M$9.3M-$1.5M2026-10-23
Schorn Wealth LLC
INCREASED89,13585,495+3,640+4%$11.4M$9.2M-$2.2M2026-10-14
Prairie Advisory, LLC
INCREASED86,08037,828+48,252+128%$5.0M$8.9M+$3.8M2026-10-19
PTM Wealth Management, LLC
INCREASED85,78882,567+3,221+4%$10.0M$9.3M-$727.7K2026-10-23
Southern Capital Services Inc
INCREASED84,50070,214+14,286+20%$9.4M$8.7M-$632.2K2026-10-19
Daymark Wealth Partners, LLC
INCREASED83,94481,197+2,747+3%$10.8M$8.7M-$2.2M2026-11-04
TradeWell Securities, Llc.
INCREASED83,63376,538+7,095+9%$10.2M$8.6M-$1.6M2026-10-21
Hobart Private Capital, LLC
INCREASED82,67879,942+2,736+3%$10.7M$8.5M-$2.1M2026-10-19
WPG Advisers, LLC
INCREASED80,49577,228+3,267+4%$10.3M$8.3M-$2.0M2026-10-27
Concurrent Investment Advisors, LLC
INCREASED80,09058,793+21,297+36%$7.8M$8.3M+$434.3K2026-10-16
RIA Advisory Group LLC
DECREASED73,41495,263-21,849-23%$12.7M$7.6M-$5.1M2026-10-15
Independent Financial Group, LLC
INCREASED73,25970,891+2,368+3%$9.4M$7.6M-$1.9M2026-10-13
Sigma Planning Corp
INCREASED70,98767,384+3,603+5%$9.0M$7.3M-$1.7M2026-10-23
Elmwood Wealth Management, Inc.
INCREASED69,62468,155+1,469+2%$9.1M$7.2M-$1.9M2026-10-14
Rockport Wealth LLC
DECREASED68,83486,026-17,192-20%$11.5M$7.1M-$4.4M2026-11-03
Prosperity Financial Group, Inc.
UNCHANGED64,32064,32000%$8.6M$6.6M-$1.9M2026-10-29
Clear Creek Financial Management, LLC
INCREASED64,10862,725+1,383+2%$8.4M$6.6M-$1.7M2026-10-28
Quadcap Wealth Management, LLC
INCREASED62,98758,189+4,798+8%$7.8M$6.5M-$1.3M2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED62,06175,832-13,771-18%$9.4M$6.5M-$2.9M2026-10-13
Guided Capital Wealth Management, LLC
DECREASED61,09061,417-327-1%$8.2M$6.3M-$1.9M2026-10-21
Richmond Investment Services, LLC
INCREASED61,05657,648+3,408+6%$7.7M$6.3M-$1.4M2026-10-29
tru Independence LLC
INCREASED58,87451,864+7,010+14%$6.9M$6.1M-$832.7K2026-10-20
Park Avenue Securities LLC
INCREASED57,24119,786+37,455+189%$2.6M$5.9M+$3.3M2026-10-26
WealthBridge Capital Management, LLC
INCREASED55,48451,937+3,547+7%$6.9M$5.7M-$1.2M2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED54,77757,037-2,260-4%$7.6M$5.7M-$1.9M2026-10-14
International Assets Investment Management, LLC
INCREASED53,30047,749+5,551+12%$6.2M$5.6M-$613.4K2026-11-02
Apollon Wealth Management, LLC
DECREASED52,97357,975-5,002-9%$7.7M$5.5M-$2.3M2026-10-23
Pecaut & Co.
DECREASED52,95654,856-1,900-3%$7.3M$5.5M-$1.8M2026-10-27
Kingswood Wealth Advisors, LLC
INCREASED51,10548,283+2,822+6%$6.4M$5.3M-$1.2M2026-10-23
Diversify Wealth Management, LLC
NEW49,410—+49,410——$5.0M—2026-10-20
Diversify Advisory Services, LLC
NEW49,410—+49,410——$5.0M—2026-10-20
Arvest Investments, Inc.
INCREASED49,31939,229+10,090+26%$5.2M$5.1M-$135.6K2026-10-21
Wedbush Securities Inc
INCREASED49,00444,813+4,191+9%$6.0M$5.1M-$912.0K2026-10-22
Spire Wealth Management
DECREASED48,48856,966-8,478-15%$7.6M$5.0M-$2.6M2026-10-30
Flagship Harbor Advisors, LLC
DECREASED47,92672,447-24,521-34%$9.7M$4.9M-$4.7M2026-10-26
ARQ Wealth Advisors, LLC
DECREASED46,38746,640-253-1%$5.8M$4.8M-$977.1K2026-10-29
Cornerstone Wealth Management, LLC
INCREASED46,14742,947+3,200+7%$5.7M$4.8M-$958.5K2026-11-04
Park National Corp
INCREASED45,16141,987+3,174+8%$5.6M$4.7M-$932.3K2026-10-05
MGO One Seven LLC
INCREASED45,06340,257+4,806+12%$5.4M$4.7M-$712.0K2026-10-28
J.W. Cole Advisors, Inc.
INCREASED45,04842,975+2,073+5%$5.7M$4.7M-$1.1M2026-11-05
Foundry Financial Group, Inc.
INCREASED44,99635,548+9,448+27%$4.7M$4.6M-$91.4K2026-10-28
James T. Borello RIA
INCREASED44,19444,073+121+0%$5.9M$4.6M-$1.3M2026-10-16
Focus Financial Network, Inc.
INCREASED43,08442,647+437+1%$5.7M$4.4M-$1.2M2026-10-14
Signature Estate & Investment Advisors LLC
INCREASED42,20140,585+1,616+4%$5.4M$4.4M-$1.1M2026-10-13
MRA Advisory Group
INCREASED41,94341,421+522+1%$5.5M$4.3M-$1.2M2026-10-07
Bank of New York Mellon Corp
INCREASED41,58239,264+2,318+6%$5.2M$4.3M-$939.0K2026-11-05
Genesis Private Wealth, LLC
INCREASED40,87340,635+238+1%$5.4M$4.2M-$1.2M2026-11-02
Axxcess Wealth Management, LLC
DECREASED40,45641,214-758-2%$5.5M$4.2M-$1.3M2026-10-21
AlphaCore Capital LLC
DECREASED40,38266,862-26,480-40%$8.9M$4.2M-$4.7M2026-11-04
Atria Investments, Inc
DECREASED39,67240,375-703-2%$5.4M$4.1M-$1.3M2026-10-15
JBR Co Financial Management Inc
DECREASED39,61740,880-1,263-3%$5.4M$5.1M-$322.4K2026-10-13
Gaddis Premier Wealth Advisors LLC
DECREASED38,84152,460-13,619-26%$7.0M$4.0M-$3.0M2026-10-29
Triad Wealth Partners, LLC
INCREASED37,70734,082+3,625+11%$4.1M$3.9M-$205.5K2026-10-26
Assetmark, Inc
INCREASED37,29033,274+4,016+12%$4.4M$3.8M-$583.9K2026-10-21
Pioneer Family Office, LLC
NEW37,190—+37,190——$3.8M—2026-10-30
D.A. Davidson & Co.
INCREASED37,10136,318+783+2%$4.8M$3.8M-$1.0M2026-10-28
Maltin Wealth Management, Inc.
INCREASED36,87432,580+4,294+13%$4.3M$3.8M-$534.5K2026-10-13
Hutchens & Kramer Investment Management Group, LLC
INCREASED36,06834,865+1,203+3%$4.6M$3.7M-$922.1K2026-10-16
Brookstone Capital Management
INCREASED35,6089,791+25,817+264%$1.3M$3.7M+$2.4M2026-10-22
VestGen Advisors, LLC
INCREASED35,15032,192+2,958+9%$4.3M$3.6M-$660.7K2026-10-27
Benchmark Financial, LLC
INCREASED35,10619,474+15,632+80%$2.6M$3.6M+$1.0M2026-10-16
StoneX Group Inc.
INCREASED34,51829,771+4,747+16%$4.0M$3.6M-$386.5K2026-11-03
Valley Wealth Managers, Inc.
DECREASED33,51384,896-51,383-61%$11.3M$3.5M-$7.9M2026-10-09
Fifth Third Bancorp
INCREASED32,33130,316+2,015+7%$4.0M$3.3M-$701.8K2026-11-05
BOS Asset Management, LLC
INCREASED32,23830,570+1,668+5%$4.1M$3.3M-$745.2K2026-10-09
Citizens Financial Group Inc
INCREASED31,94418,024+13,920+77%$2.4M$3.3M+$896.2K2026-10-23
First Heartland Consultants, Inc.
INCREASED31,89728,676+3,221+11%$3.8M$3.3M-$528.0K2026-10-08
Rooted Wealth Advisors, Inc.
UNCHANGED31,64331,64300%$4.2M$4.2M$02026-11-03
Fearless Solutions, LLC dba Best Invest
INCREASED31,30327,220+4,083+15%$3.6M$3.2M-$395.4K2026-10-14
Banque Pictet & CIE SA
UNCHANGED30,00030,00000%$4.0M$3.1M-$900.3K2026-10-16
RFG Advisory, LLC
INCREASED29,45724,802+4,655+19%$3.3M$3.0M-$263.7K2026-11-03
Elevation Point Wealth Partners, LLC
NEW29,352—+29,352——$3.0M—2026-11-05
Symphony Financial, Ltd. Co.
INCREASED27,93924,002+3,937+16%$3.2M$2.9M-$258.8K2026-10-22
Triumph Capital Management
INCREASED27,60825,690+1,918+7%$3.4M$2.9M-$573.0K2026-10-14
Signal Advisors Wealth, LLC
INCREASED27,31320,060+7,253+36%$2.7M$2.8M+$146.8K2026-10-13
Rhodes Investment Advisors Inc
DECREASED26,57826,777-199-1%$3.6M$2.7M-$824.1K2026-10-07
Cardinal Point Capital Management ULC
INCREASED25,53519,245+6,290+33%$2.6M$2.6M+$71.8K2026-10-21
Sovran Advisors, LLC
DECREASED25,35341,732-16,379-39%$4.8M$2.6M-$2.3M2026-11-02
Smith Thornton Advisors LLC
INCREASED25,16824,631+537+2%$3.0M$2.6M-$393.1K2026-10-16
Integrity Alliance, Llc.
INCREASED24,74021,605+3,135+15%$2.9M$2.6M-$324.7K2026-10-29
Carlson Financial, Inc.
DECREASED24,58824,605-170%$3.3M$2.5M-$743.4K2026-11-05
Heritage Wealth Management, Inc.
INCREASED24,01823,232+786+3%$3.1M$2.5M-$616.0K2026-10-28
Puff Wealth Management, LLC
DECREASED23,46926,506-3,037-11%$3.5M$2.4M-$1.1M2026-10-07
Accel Wealth Management
INCREASED22,95415,696+7,258+46%$2.1M$2.4M+$278.2K2026-10-13
Y-Intercept (Hong Kong) Ltd
INCREASED22,8925,868+17,024+290%$781.9K$2.4M+$1.6M2026-10-16
Stegent Equity Advisors, Inc.
DECREASED22,83424,984-2,150-9%$3.3M$2.4M-$971.7K2026-10-13
Financial Futures Ltd Liability Co.
INCREASED21,84717,673+4,174+24%$2.4M$2.3M-$99.4K2026-10-13
Simplicity Wealth,LLC
INCREASED21,7445,549+16,195+292%$739.4K$2.2M+$1.5M2026-10-23
PKS Advisory Services, LLC
UNCHANGED21,58821,58800%$2.9M$2.9M$02026-10-26
Key Client Fiduciary Advisors, LLC
INCREASED20,34119,053+1,288+7%$2.5M$2.1M-$438.8K2026-10-19
Global Assets Advisory, LLC
DECREASED20,04120,087-460%$2.6M$2.1M-$469.8K2026-10-28
Davenport & Co LLC
INCREASED19,91717,944+1,973+11%$2.4M$2.1M-$334.8K2026-10-14
Cambridge Advisors Inc.
INCREASED19,85118,511+1,340+7%$2.5M$2.0M-$417.2K2026-10-19
Hyposwiss Advisors SA
INCREASED19,69918,714+985+5%$2.5M$2.0M-$459.9K2026-10-26
Boyce & Associates Wealth Consulting, Inc.
INCREASED19,69215,535+4,157+27%$2.1M$2.0M-$37.0K2026-10-14
Lane Brothers & Co Inc
DECREASED19,32624,848-5,522-22%$3.3M$2.0M-$1.3M2026-11-02
Creekside Partners
DECREASED19,12819,129-10%$2.5M$2.0M-$574.3K2026-11-04
Creative Planning
INCREASED18,56718,371+196+1%$2.4M$1.9M-$531.0K2026-11-02
B. Riley Wealth Advisors, Inc.
INCREASED18,08015,699+2,381+15%$2.1M$1.9M-$199.1K2026-10-13
Aurora Private Wealth, Inc.
DECREASED17,75619,458-1,702-9%$2.6M$1.8M-$760.0K2026-10-20
Insight Wealth Partners, LLC
DECREASED17,61720,058-2,441-12%$2.7M$1.8M-$854.0K2026-10-26
Wespac Advisors SoCal, LLC
INCREASED17,43016,731+699+4%$2.2M$1.8M-$429.9K2026-10-13
Wealthcare Advisory Partners LLC
INCREASED17,11714,618+2,499+17%$1.9M$1.8M-$180.6K2026-10-21
Nations Financial Group Inc,
INCREASED17,05914,830+2,229+15%$2.0M$1.8M-$214.9K2026-11-05
APS Management Group, Inc.
DECREASED16,98923,675-6,686-28%$3.2M$1.8M-$1.4M2026-10-14
Intrua Financial, LLC
DECREASED16,62417,282-658-4%$2.3M$1.7M-$586.6K2026-10-28
Guerra PAN Advisors, LLC
INCREASED16,58113,822+2,759+20%$1.8M$1.6M-$203.9K2026-10-26
Capital Investment Advisory Services, LLC
INCREASED16,46713,689+2,778+20%$1.8M$1.7M-$123.8K2026-10-30
Peddock Capital Advisors, LLC
INCREASED16,16215,313+849+6%$2.0M$1.7M-$371.9K2026-10-16
Curran Financial Partners, LLC
INCREASED16,09611,048+5,048+46%$1.5M$1.7M+$189.6K2026-11-04
Ignite Planners, LLC
INCREASED14,81414,495+319+2%$1.9M$1.5M-$402.1K2026-10-14
Purus Wealth Management, LLC
INCREASED13,91110,686+3,225+30%$1.4M$1.4M+$12.2K2026-10-15
Signature Equity Partners, LLC
INCREASED13,82212,168+1,654+14%$1.6M$1.4M-$194.3K2026-10-29
RiverTree Advisors, LLC
DECREASED13,44118,372-4,931-27%$2.4M$1.4M-$1.1M2026-10-13
Asset One Wealth Management LLC
DECREASED12,83814,642-1,804-12%$1.8M$1.3M-$478.9K2026-11-02
Cooper Investors PTY LTD
DECREASED12,78154,269-41,488-76%$7.2M$1.3M-$5.9M2026-10-13
TrueWealth Advisors, LLC
INCREASED12,2069,940+2,266+23%$1.3M$1.3M-$64.3K2026-10-09
Flagstar Securities, Inc
DECREASED12,08112,501-420-3%$1.7M$1.2M-$418.6K2026-10-15
Mirador Capital Partners LP
DECREASED12,01912,035-160%$1.6M$1.2M-$362.8K2026-10-09
Savior LLC
INCREASED11,85111,493+358+3%$1.5M$1.2M-$308.0K2026-10-13
CPR Investments Inc.
INCREASED11,8256,569+5,256+80%$875.4K$1.2M+$345.5K2026-10-26
IFP Advisors, Inc
INCREASED11,6276,705+4,922+73%$893.4K$1.2M+$306.9K2026-10-16
Global View Capital Management LLC
DECREASED11,01711,030-130%$1.5M$1.1M-$332.4K2026-10-28
Total Clarity Wealth Management, Inc.
DECREASED10,93712,431-1,494-12%$1.7M$1.1M-$527.3K2026-10-26
Robertson Stephens Wealth Management, LLC
INCREASED10,6289,885+743+8%$1.3M$1.1M-$219.9K2026-10-16
Sowell Financial Services LLC
DECREASED10,46410,489-250%$1.4M$1.1M-$317.4K2026-10-23
Titleist Asset Management, LLC
DECREASED10,36710,428-61-1%$1.4M$1.1M-$319.3K2026-10-08
Visionary Wealth Advisors
INCREASED10,3089,157+1,151+13%$1.2M$1.1M-$156.0K2026-11-04
Tcfg Investment Advisors, LLC
DECREASED10,14110,151-100%$1.4M$1.0M-$305.7K2026-10-20
Quad-Cities Investment Group, LLC
DECREASED9,7669,912-146-1%$1.3M$1.0M-$312.5K2026-10-16
Independent Wealth Network Inc.
INCREASED9,3738,981+392+4%$1.2M$967.7K-$229.1K2026-10-19
Waterfront Wealth Inc.
INCREASED9,2099,036+173+2%$1.1M$907.4K-$209.7K2026-11-03
Trueblood Wealth Management, LLC
DECREASED9,1129,311-199-2%$1.2M$940.8K-$300.0K2026-10-23
Chicago Partners Investment Group LLC
DECREASED9,0889,345-257-3%$1.2M$869.0K-$291.6K2026-10-27
Farther Finance Advisors, LLC
INCREASED9,0637,979+1,084+14%$1.1M$935.6K-$127.0K2026-10-08
Redhawk Wealth Advisors, Inc.
INCREASED9,0567,931+1,125+14%$1.1M$934.9K-$121.9K2026-10-14
Ascentis Independent Advisors
NEW9,015—+9,015——$930.7K—2026-11-03
Well Done, LLC
DECREASED8,71213,174-4,462-34%$1.8M$899.4K-$856.0K2026-10-20
Rose Capital Advisors LLC
NEW8,601—+8,601——$888.0K—2026-11-04
Langley Wealth Management, LLC
DECREASED8,2988,435-137-2%$1.1M$856.7K-$267.3K2026-11-04
AFG Fiduciary Services Limited Partnership
INCREASED8,2158,031+184+2%$1.0M$843.0K-$168.2K2026-10-21
Tempus Wealth Planning, LLC
DECREASED8,00123,831-15,830-66%$3.2M$826.0K-$2.3M2026-10-14
Crusonia Wealth Advisors LLC
INCREASED7,9767,676+300+4%$1.0M$823.5K-$199.4K2026-10-26
Wagner Wealth Management, Corp
INCREASED7,9227,253+669+9%$966.5K$817.9K-$148.6K2026-10-20
Clark Wealth Partners
INCREASED7,8057,732+73+1%$1.0M$805.8K-$224.5K2026-10-19
Grantvest Financial Group LLC
INCREASED7,7417,366+375+5%$981.5K$799.2K-$182.3K2026-10-21
PFG Advisors
DECREASED7,6878,351-664-8%$1.1M$793.6K-$319.2K2026-10-16
Lido Advisors, LLC
INCREASED7,4395,984+1,455+24%$797.3K$768.0K-$29.3K2026-11-04
CoreCap Advisors, LLC
DECREASED7,3527,391-39-1%$984.8K$759.1K-$225.7K2026-10-08
Parallel Advisors, LLC
INCREASED7,3486,203+1,145+18%$826.6K$758.6K-$67.9K2026-11-03
Founders Financial Securities LLC
INCREASED7,2416,903+338+5%$919.8K$747.5K-$172.3K2026-10-28
Capital CS Group, LLC
DECREASED7,1707,375-205-3%$982.7K$740.3K-$242.4K2026-10-29
Capital Wealth Alliance, LLC
DECREASED7,0337,543-510-7%$1.0M$726.1K-$279.0K2026-10-20
Cornerstone Wealth, LLC
INCREASED6,9674,927+2,040+41%$607.2K$666.2K+$59.1K2026-10-28
GoalVest Advisory LLC
INCREASED6,8695,235+1,634+31%$697.6K$709.2K+$11.6K2026-10-02
Uptick Partners, LLC
INCREASED6,8335,277+1,556+29%$703.1K$705.5K+$2.3K2026-11-04
Trust Co of Toledo NA
DECREASED6,7747,755-981-13%$1.0M$699.3K-$334.0K2026-10-16
Vontobel Holding Ltd.
INCREASED6,7504,300+2,450+57%$573.0K$696.9K+$123.9K2026-10-16
Lanark Financial, Inc.
INCREASED6,5906,350+240+4%$846.3K$680.3K-$165.9K2026-10-26
Summit Wealth Group LLC / Co
DECREASED6,5467,196-650-9%$958.9K$675.8K-$283.2K2026-10-29
Stirlingshire Investments, Inc.
INCREASED6,2964,818+1,478+31%$641.9K$650.0K+$8.0K2026-11-05
Cascade Investment Group, Inc.
UNCHANGED6,2226,22200%$829.1K$642.4K-$186.7K2026-10-13
Willner & Heller, LLC
DECREASED6,1236,453-330-5%$859.8K$632.1K-$227.7K2026-10-28
Hourglass Capital, LLC
UNCHANGED6,0006,00000%$799.5K$619.4K-$180.1K2026-10-26
Csenge Advisory Group
DECREASED5,9405,997-57-1%$799.2K$613.3K-$185.9K2026-11-04
Hunter Associates Investment Management LLC
INCREASED5,8813,609+2,272+63%$484.0K$609.0K+$125.0K2026-10-26
Quantum Private Wealth, LLC
INCREASED5,8685,315+553+10%$708.2K$605.8K-$102.4K2026-10-20
Archford Capital Strategies, LLC
INCREASED5,5815,030+551+11%$670.2K$576.2K-$94.1K2026-10-19
WealthTrust Asset Management, LLC
INCREASED5,4694,587+882+19%$611.2K$564.6K-$46.6K2026-10-22
Insight Advisors, LLC/ PA
INCREASED5,2985,053+245+5%$673.4K$547.1K-$126.4K2026-10-22
Wolff Wiese Magana LLC
INCREASED5,0461,687+3,359+199%$224.8K$521.0K+$296.2K2026-10-15
Andina Capital Management, LLC
NEW4,944—+4,944——$510.4K—2026-10-21
Capital Advisors, Ltd. LLC
UNCHANGED4,6644,66400%$621$482.0K+$481.4K2026-10-27
Private Trust Co NA
DECREASED4,5714,905-334-7%$653.6K$471.9K-$181.7K2026-10-20
Evolution Wealth Management Inc.
INCREASED4,4614,191+270+6%$558.5K$460.6K-$97.9K2026-10-28
Indivisible Partners
NEW4,404—+4,404——$454.7K—2026-10-26
Comprehensive Financial Consultants Institutional, Inc.
DECREASED4,0964,665-569-12%$621.6K$422.9K-$198.7K2026-10-15
Summit Investment Advisory Services, LLC
INCREASED4,0693,487+582+17%$464.7K$420.1K-$44.6K2026-11-03
Tsfg, LLC
INCREASED3,8953,395+500+15%$452.0K$402.0K-$50.0K2026-10-23
Balboa Wealth Partners
INCREASED3,8903,496+394+11%$465.8K$401.6K-$64.2K2026-10-20
Clear Harbor Asset Management, LLC
INCREASED3,8103,350+460+14%$446.4K$393.4K-$53.0K2026-11-05
Strategic Blueprint, LLC
INCREASED3,7883,427+361+11%$456.7K$391.1K-$65.6K2026-10-22
Boyer Financial Services, Inc.
INCREASED3,5572,496+1,061+43%$314.3K$367.2K+$52.9K2026-10-23
Silver Grove Financial Group, Inc.
INCREASED3,3163,116+200+6%$415.2K$342.4K-$72.9K2026-11-05
Golden State Wealth Management, LLC
DECREASED3,3163,318-20%$442.2K$342.4K-$99.8K2026-11-02
Westco Advisory Services Inc
UNCHANGED3,1883,18800%$424.8K$329.1K-$95.7K2026-10-14
Herbst Group, LLC
UNCHANGED3,0003,00000%$399.8K$309.7K-$90.0K2026-10-20
Koshinski Asset Management, Inc.
INCREASED2,9912,278+713+31%$303.6K$308.8K+$5.2K2026-10-29
Kestra Investment Management, LLC
DECREASED2,9453,646-701-19%$485.8K$304.1K-$181.7K2026-11-04
Gilpin Wealth Management, LLC
INCREASED2,8292,603+226+9%$346.9K$292.1K-$54.8K2026-10-09
Revisor Wealth Management LLC
DECREASED2,8136,600-3,787-57%$879.5K$283.0K-$596.5K2026-10-20
Pinion Investment Advisors, LLC
INCREASED2,7012,236+465+21%$298.0K$278.9K-$19.1K2026-11-04
Partners Wealth Management, LLC
NEW2,677—+2,677——$276.4K—2026-10-28
Private Client Services, LLC
NEW2,598—+2,598——$268.2K—2026-10-02
Advisor Resource Council
INCREASED2,4052,320+85+4%$294.6K$255.4K-$39.2K2026-11-05
Register Financial Advisors LLC
UNCHANGED2,3172,31700%$308.7K$239.2K-$69.5K2026-10-23
Southland Equity Partners LLC
UNCHANGED2,2832,28300%$304.2K$235.7K-$68.5K2026-10-14
Formidable Asset Management, LLC
INCREASED2,2762,143+133+6%$237.4K$303.3K+$65.9K2026-11-03
Prime Capital Investment Advisors, LLC
INCREASED2,2712,176+95+4%$290.0K$234.5K-$55.5K2026-10-20
HB Wealth Management, LLC
DECREASED2,2533,792-1,539-41%$505.3K$232.6K-$272.7K2026-10-23
Dynamic Advisor Solutions LLC
DECREASED2,2422,616-374-14%$348.6K$231.5K-$117.1K2026-10-13
Southern Capital Advisors, LLC
NEW2,217—+2,217——$228.9K—2026-10-26
SteelPeak Wealth, LLC
UNCHANGED2,2072,20700%$294.1K$227.9K-$66.2K2026-10-16
Lincoln Capital LLC
UNCHANGED2,2072,20700%$294.1K$227.9K-$66.2K2026-10-09
Flynn Zito Capital Management, LLC
UNCHANGED2,2052,20500%$293.8K$227.6K-$66.2K2026-11-04
Avidian Wealth Enterprises, LLC
INCREASED2,2012,160+41+2%$287.8K$227.2K-$60.6K2026-10-08
Simon Quick Advisors, LLC
UNCHANGED2,1942,19400%$292.4K$226.5K-$65.8K2026-10-26
Mission Financial Group, LLC
INCREASED2,1831,883+300+16%$250.9K$225.4K-$25.6K2026-10-21
Procyon Advisors, LLC
DECREASED2,1772,669-492-18%$355.6K$224.8K-$130.9K2026-10-21
Thompson Davis & Co., Inc.
INCREASED2,1702,110+60+3%$281.2K$224.0K-$57.1K2026-11-05
Garde Capital, Inc.
UNCHANGED2,1682,16800%$288.9K$223.8K-$65.1K2026-10-29
Altus Wealth Group LLC
DECREASED2,1436,056-3,913-65%$807.0K$221.2K-$585.7K2026-10-20
J. Safra Sarasin Holding AG
UNCHANGED2,1312,13100%$236.1K$236.1K$02026-10-26
Arwa LLC
NEW2,092—+2,092——$214.7K—2026-10-21
Lee Financial Co
UNCHANGED2,0002,00000%$266.5K$206.5K-$60.0K2026-10-16
AlphaStar Capital Management, LLC
NEW1,982—+1,982——$204.7K—2026-10-16
Columbia Advisory Partners LLC
NEW1,943—+1,943——$200.6K—2026-10-15
Manchester Capital Management LLC
INCREASED1,8751,724+151+9%$229.7K$193.6K-$36.1K2026-10-22
Blue Trust, Inc.
INCREASED1,8701,842+28+2%$245.4K$193.1K-$52.4K2026-10-15
Cassaday & Co Wealth Management LLC
NEW1,848—+1,848——$190.8K—2026-10-27
GK Wealth Management LLC
DECREASED1,2311,873-642-34%$249.6K$127.0K-$122.6K2026-10-09
Archer Investment Corp
UNCHANGED1,1001,10000%$146.6K$113.6K-$33.0K2026-11-05
Reap Financial Group, LLC
UNCHANGED1,0741,07400%$143.2K$110.9K-$32.2K2026-11-02
Turtle Creek Wealth Advisors, LLC
UNCHANGED99099000%$131.9K$102.2K-$29.7K2026-10-15
Financial Network Wealth Advisors LLC
INCREASED776693+83+12%$92.3K$80.1K-$12.2K2026-10-28
North Star Investment Management Corp.
UNCHANGED75975900%$101.1K$78.4K-$22.8K2026-10-27
Plante Moran Financial Advisors, LLC
UNCHANGED75075000%$99.9K$77.4K-$22.5K2026-11-04
Buck Wealth Strategies, LLC
NEW734—+734——$75.8K—2026-10-28
Hazlett, Burt & Watson, Inc.
UNCHANGED59059000%$68.0K$59-$68.0K2026-11-04
Compass Financial Management LLC
DECREASED5872,527-1,940-77%$334.7K$60.6K-$274.1K2026-10-30
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED50050000%$66.6K$51.6K-$15.0K2026-10-23
SBI Securities Co., Ltd.
INCREASED490480+10+2%$64.0K$50.6K-$13.4K2026-10-22
Larson Financial Group LLC
DECREASED4102,125-1,715-81%$283.2K$42.3K-$240.9K2026-11-05
Cherry Tree Wealth Management, LLC
UNCHANGED34534500%$46.0K$35.6K-$10.4K2026-10-15
Balance Wealth Partners LLC
NEW342—+342——$35.3K—2026-10-27
Pinnacle Bancorp, Inc.
UNCHANGED34034000%$45.3K$35.1K-$10.2K2026-10-21
Armstrong Advisory Group, Inc
UNCHANGED33733700%$44.9K$34.8K-$10.1K2026-10-09
Gamma Investing LLC
UNCHANGED28828800%$38.4K$29.7K-$8.6K2026-10-08
Root Financial Partners, LLC
NEW261—+261——$26.9K—2026-10-21
Rossby Financial, LCC
DECREASED260297-37-12%$39.6K$26.8K-$12.7K2026-11-05
First Pacific Financial
UNCHANGED25225200%$33.6K$26.0K-$7.6K2026-10-14
Downshift Financial, LLC
UNCHANGED25025000%$33.3K$25.8K-$7.5K2026-10-13
Mather Group, Llc.
UNCHANGED24824800%$33.0K$25.6K-$7.4K2026-10-14
Beacon Investment Advisory Services, Inc.
UNCHANGED23123100%$30.8K$23.8K-$6.9K2026-10-13
Point Nemo Capital, LLC
UNCHANGED21221200%$28.2K$21.9K-$6.4K2026-11-03
Rakuten Securities, Inc.
UNCHANGED18518500%$24.7K$19.1K-$5.6K2026-11-02
Trust Co of Vermont
NEW183—+183——$18.9K—2026-10-21
EverSource Wealth Advisors, LLC
UNCHANGED14714700%$19.6K$15.2K-$4.4K2026-11-04
Barrett & Company, Inc.
UNCHANGED10110100%$13.4K$10.4K-$3.0K2026-10-22
TD Waterhouse Canada Inc.
DECREASED1004,555-4,455-98%$588.7K$10.5K-$578.2K2026-10-16
Lodestone Wealth Management LLC
UNCHANGED989800%$13.1K$10.1K-$2.9K2026-10-14
Kingdom Financial Group Llc.
NEW90—+90——$9.3K—2026-11-04
MB, Levis & Associates, LLC
DECREASED80100-20-20%$13.3K$8.3K-$5.1K2026-10-16
Simplex Trading, LLC
NEW72—+72——$7.4K—2026-11-04
Blue Bell Private Wealth Management, LLC
NEW58—+58——$6.0K—2026-10-29
Davis Capital Management
DECREASED5684-28-33%$11.2K$5.8K-$5.4K2026-10-08
Ashton Thomas Private Wealth, LLC
UNCHANGED555500%$7.3K$5.7K-$1.7K2026-11-03
Covestor Ltd
UNCHANGED464600%$6$5-$12026-10-30
Financial Consulate, Inc
UNCHANGED444400%$5.9K$4.5K-$1.3K2026-10-23
Concord Wealth Partners
UNCHANGED252500%$3.3K$2.6K-$7502026-11-02
CGC Financial Services, LLC
NEW24—+24——$2.5K—2026-10-13
Oakworth Capital, Inc.
UNCHANGED232300%$3.0K$2.4K-$6002026-10-26
Fortitude Family Office, LLC
UNCHANGED222200%$2.9K$2.3K-$6612026-10-14
Realta Investment Advisors
UNCHANGED202000%$2.7K$2.1K-$6002026-10-14
Foresight Capital Management Advisors, Inc.
NEW18—+18——$1.9K—2026-10-27
Ascentis Wealth Management, LLC
NEW2—+2——$206—2026-11-03
Harel Insurance Investments & Financial Services Ltd.
DECREASED131,201-31,200-100%$4.1K$0-$4.1K2026-11-02
Fourpath Capital Management, LLC
CLOSED0100,089-100,089-100%$13.3M$0-$13.3M2026-10-19
Beaumont Financial Advisors, LLC
CLOSED081,672-81,672-100%$10.9M$0-$10.9M2026-10-22
Able Financial Group, LLC
CLOSED051,409-51,409-100%$6.9M$0-$6.9M2026-10-14
Fiduciary Alliance LLC
CLOSED025,745-25,745-100%$3.4M$0-$3.4M2026-10-13
Inscription Capital, LLC
CLOSED025,586-25,586-100%$3.4M$0-$3.4M2026-11-02
Great Diamond Partners, LLC
CLOSED023,338-23,338-100%$3.1M$0-$3.1M2026-10-13
Plan Group Financial, LLC
CLOSED021,120-21,120-100%$2.8M$0-$2.8M2026-10-22
Providence First Trust Co
CLOSED012,626-12,626-100%$1.7M$0-$1.7M2026-11-02
FIG Financial Advisory Services Inc
CLOSED010,787-10,787-100%$1.4M$0-$1.4M2026-10-07
Vise Technologies, Inc.
CLOSED07,682-7,682-100%$1.0M$0-$1.0M2026-10-29
Compound Planning, Inc.
CLOSED04,121-4,121-100%$549.1K$0-$549.1K2026-11-05
Fulcrum Equity Management
CLOSED03,377-3,377-100%$450.0K$0-$450.0K2026-10-21
Certified Advisory Corp
CLOSED03,307-3,307-100%$440.6K$0-$440.6K2026-10-29
Mattern Wealth Management LLC
CLOSED02,500-2,500-100%$333.1K$0-$333.1K2026-11-04
Optivise Advisory Services LLC
CLOSED02,444-2,444-100%$325.7K$0-$325.7K2026-10-19
World Equity Group, Inc.
CLOSED01,991-1,991-100%$265.3K$0-$265.3K2026-10-14
Huntleigh Advisors, Inc.
CLOSED01,925-1,925-100%$256.5K$0-$256.5K2026-11-03
Busey Bank
CLOSED01,750-1,750-100%$233.2K$0-$233.2K2026-10-26
Thrivent Financial for Lutherans
CLOSED01,723-1,723-100%$230.0K$0-$230.0K2026-11-05
Segment Wealth Management, LLC
CLOSED01,700-1,700-100%$226.5K$0-$226.5K2026-10-26
MBE Wealth Management, LLC
CLOSED01,688-1,688-100%$224.9K$0-$224.9K2026-10-26
Great Point Wealth Advisors, LLC
CLOSED01,667-1,667-100%$222.1K$0-$222.1K2026-10-15
PVG Asset Management Corp
CLOSED01,652-1,652-100%$220.1K$0-$220.1K2026-10-19
Narus Financial Partners, LLC
CLOSED01,636-1,636-100%$218.0K$0-$218.0K2026-10-19
Sound Income Strategies, LLC
CLOSED01,565-1,565-100%$208.5K$0-$208.5K2026-10-09
Traphagen Investment Advisors LLC
CLOSED01,546-1,546-100%$206.1K$0-$206.1K2026-10-14
SP Asset Management LLC
CLOSED01,504-1,504-100%$200.5K$0-$200.5K2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0987-987-100%$131.5K$0-$131.5K2026-10-14
Belvedere Trading LLC
CLOSED0668-668-100%$89.0K$0-$89.0K2026-11-05
Torren Management, LLC
CLOSED0384-384-100%$51.2K$0-$51.2K2026-10-29
Abound Wealth Management
CLOSED0244-244-100%$32.5K$0-$32.5K2026-10-26
Holos Integrated Wealth LLC
CLOSED0100-100-100%$12.3K$0-$12.3K2026-10-23
Spectrum Wealth Advisory Group, LLC
CLOSED077-77-100%$10.3K$0-$10.3K2026-10-29
MCF Advisors LLC
CLOSED03-3-100%$400$0-$4002026-10-28
Prairie Wealth Advisors, Inc.
CLOSED000—$254.4K$0-$254.4K2026-10-29
Bank of America Corp
N/A—10,426,985-10,426,985-100%$1.4B———
Morgan Stanley
N/A—6,622,518-6,622,518-100%$882.5M———
LPL Financial LLC
N/A—6,080,121-6,080,121-100%$810.2M———
Raymond James Financial Inc
N/A—2,844,303-2,844,303-100%$379.0M———
Wells Fargo & Company
N/A—2,679,410-2,679,410-100%$357.0M———
UBS Group AG
N/A—2,379,873-2,379,873-100%$317.1M———
Royal Bank of Canada
N/A—1,486,312-1,486,312-100%$198.1M———
Menora Mivtachim Holdings Ltd.
N/A—1,350,500-1,350,500-100%$180.0M———
Osaic Holdings, Inc.
N/A—1,116,658-1,116,658-100%$148.8M———
Cetera Investment Advisers
N/A—889,881-889,881-100%$118.6M———
Envestnet Asset Management Inc
N/A—816,728-816,728-100%$108.8M———
Stifel Financial Corp
N/A—550,874-550,874-100%$73.4M———
Northwestern Mutual Wealth Management Co
N/A—510,524-510,524-100%$68.0M———
HighTower Advisors, LLC
N/A—442,987-442,987-100%$59.0M———
Ameriprise Financial Inc
N/A—427,150-427,150-100%$56.9M———
MML Investors Services, LLC
N/A—343,640-343,640-100%$45.8M———
Proficio Capital Partners LLC
N/A—333,906-333,906-100%$44.5M———
Rockefeller Capital Management L.P.
N/A—318,869-318,869-100%$42.5M———
Harbour Investments, Inc.
N/A—301,864-301,864-100%$40.2M———
Equitable Holdings, Inc.
N/A—268,920-268,920-100%$35.8M———
Janney Montgomery Scott LLC
N/A—263,029-263,029-100%$35.0M———
Sanctuary Advisors, LLC
N/A—257,146-257,146-100%$34.3M———
NewEdge Advisors, LLC
N/A—255,007-255,007-100%$34.0M———
FIL Ltd
N/A—250,947-250,947-100%$33.4M———
BNP Paribas Financial Markets
N/A—250,356-250,356-100%$33.4M———
JPMorgan Chase & Co
N/A—247,170-247,170-100%$32.5M———
Private Advisor Group, LLC
N/A—223,243-223,243-100%$29.7M———
Great Valley Advisor Group, Inc.
N/A—188,078-188,078-100%$25.1M———
Arkadios Wealth Advisors
N/A—177,746-177,746-100%$23.7M———
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A—177,688-177,688-100%$23.7M———
Presidio Capital Management, LLC
N/A—174,591-174,591-100%$23.3M———
Gateway Wealth Partners, LLC
N/A—159,922-159,922-100%$21.3M———
Steward Partners Investment Advisory, LLC
N/A—150,473-150,473-100%$20.1M———
Stratos Wealth Partners, Ltd.
N/A—147,885-147,885-100%$19.7M———
Foundations Investment Advisors, LLC
N/A—145,468-145,468-100%$19.4M———
Advisory Services Network, LLC
N/A—112,011-112,011-100%$14.9M———
Wealth Watch Advisors, Inc
N/A—111,447-111,447-100%$14.9M———
Qube Research & Technologies Ltd
N/A—100,505-100,505-100%$13.4M———
Symphony Financial Services, Inc.
N/A—92,672-92,672-100%$12.3M———
Integrated Wealth Concepts LLC
N/A—90,964-90,964-100%$12.1M———
Merit Financial Group, LLC
N/A—89,936-89,936-100%$12.0M———
N.E.W. Advisory Services LLC
N/A—89,828-89,828-100%$12.0M———
Atlas Wealth LLC
N/A—89,657-89,657-100%$11.9M———
Prudential PLC
N/A—74,857-74,857-100%$10.0M———
Investors Portfolio Services LLC
N/A—74,630-74,630-100%$9.9M———
Warner Group LLC
N/A—73,502-73,502-100%$9.8M———
&partners
N/A—72,738-72,738-100%$9.7M———
Proactive Wealth Strategies LLC
N/A—69,651-69,651-100%$9.3M———
Fischer Investment Strategies, LLC
N/A—66,045-66,045-100%$8.8M———
Smith, Moore & Co.
N/A—63,550-63,550-100%$8.5M———
Tidemark, LLC
N/A—63,294-63,294-100%$8.4M———
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A—61,712-61,712-100%$8.2M———
Ameritas Advisory Services, LLC
N/A—61,610-61,610-100%$8.2M———
Western Wealth Management, LLC
N/A—60,506-60,506-100%$8.1M———
Nwam LLC
N/A—60,032-60,032-100%$8.0M———
Rehmann Capital Advisory Group
N/A—59,059-59,059-100%$7.9M———
PCG Wealth Advisors, LLC
N/A—58,678-58,678-100%$7.8M———
Cascade Financial Partners, LLC
N/A—56,594-56,594-100%$7.5M———
Per Stirling Capital Management, Llc.
N/A—55,921-55,921-100%$7.5M———
Stephens Inc
N/A—55,120-55,120-100%$7.3M———
IHT Wealth Management, LLC
N/A—54,738-54,738-100%$7.3M———
Benson Wealth Management Inc
N/A—54,608-54,608-100%$7.3M———
Macro Advisors, Inc.
N/A—52,953-52,953-100%$7.1M———
Portfolio Strategies, Inc.
N/A—51,849-51,849-100%$6.9M———
SageGuard Financial Group, LLC
N/A—51,272-51,272-100%$6.8M———
Bearing Point Capital, LLC
N/A—51,131-51,131-100%$6.8M———
Thoroughbred Financial Services, LLC
N/A—50,598-50,598-100%$6.7M———
Perissos Private Wealth Management, LLC
N/A—49,654-49,654-100%$6.6M———
Dakota Wealth Management
N/A—48,207-48,207-100%$6.4M———
Concorde Asset Management, LLC
N/A—47,451-47,451-100%$6.3M———
Mutual Advisors, LLC
N/A—47,272-47,272-100%$6.3M———
Principal Securities, Inc.
N/A—45,302-45,302-100%$6.0M———
Arax Advisory Partners
N/A—43,818-43,818-100%$5.8M———
Baird Financial Group, Inc.
N/A—42,407-42,407-100%$5.7M———
MAI Capital Management
N/A—41,730-41,730-100%$5.6M———
Mach-1 Financial Group, LLC
N/A—41,417-41,417-100%$5.5M———
Fortis Advisors, LLC
N/A—40,880-40,880-100%$5.4M———
Stonebridge Financial Group, LLC
N/A—40,091-40,091-100%$5.3M———
Cerity Partners LLC
N/A—39,002-39,002-100%$5.2M———
Silver OAK Securities, Incorporated
N/A—38,826-38,826-100%$5.2M———
Marshall Investment Management, LLC
N/A—38,381-38,381-100%$5.1M———
Oxford Wealth Group, LLC
N/A—38,288-38,288-100%$5.1M———
Susquehanna International Group, LLP
N/A—36,575-36,575-100%$4.9M———
Garden State Investment Advisory Services LLC
N/A—35,265-35,265-100%$4.7M———
Federation des caisses Desjardins du Quebec
N/A—34,924-34,924-100%$4.7M———
Benjamin Edwards Inc
N/A—34,539-34,539-100%$4.6M———
Jaffetilchin Investment Partners, LLC
N/A—33,980-33,980-100%$4.5M———
Keating Financial Advisory Services, Inc.
N/A—33,606-33,606-100%$4.5M———
Main Street Financial Solutions, LLC
N/A—33,283-33,283-100%$4.4M———
AE Wealth Management LLC
N/A—32,824-32,824-100%$4.4M———
Banque Cantonale Vaudoise
N/A—31,860-31,860-100%$4.2M———
Ausdal Financial Partners, Inc.
N/A—31,309-31,309-100%$4.2M———
Savvy Advisors, Inc.
N/A—28,549-28,549-100%$3.8M———
Investment Advisory Services Group LLC
N/A—28,206-28,206-100%$3.8M———
Flputnam Investment Management Co
N/A—27,689-27,689-100%$3.7M———
Sun Financial Inc
N/A—26,974-26,974-100%$3.3M———
Maridea Wealth Management LLC
N/A—26,549-26,549-100%$3.5M———
Traction Financial Partners, LLC
N/A—26,394-26,394-100%$3.5M———
CreativeOne Wealth, LLC
N/A—25,809-25,809-100%$3.4M———
Gladstone Institutional Advisory LLC
N/A—25,554-25,554-100%$3.4M———
Aptus Capital Advisors, LLC
N/A—24,511-24,511-100%$3.3M———
Barnes Pettey Financial Advisors, LLC
N/A—24,019-24,019-100%$3.2M———
Essex Financial Services, Inc.
N/A—23,281-23,281-100%$3.1M———
Summit Financial, LLC
N/A—22,664-22,664-100%$3.0M———
Moors & Cabot, Inc.
N/A—21,925-21,925-100%$2.9M———
Viawealth, LLC
N/A—21,915-21,915-100%$2.9M———
Gallagher Fiduciary Advisors, LLC
N/A—21,695-21,695-100%$2.9M———
Manufacturers Life Insurance Company, the
N/A—21,015-21,015-100%$2.8M———
Renaissance Technologies LLC
N/A—20,400-20,400-100%$2.7M———
Insigneo Advisory Services, LLC
N/A—19,321-19,321-100%$2.6M———
Kingsview Wealth Management, LLC
N/A—18,948-18,948-100%$2.5M———
Snowden Capital Advisors LLC
N/A—18,901-18,901-100%$2.5M———
Belpointe Asset Management LLC
N/A—18,442-18,442-100%$2.5M———
Global Retirement Partners, LLC
N/A—18,335-18,335-100%$2.4M———
Bleakley Financial Group, LLC
N/A—18,284-18,284-100%$2.4M———
World Investment Advisors
N/A—18,210-18,210-100%$2.1M———
Harvest Investment Services, LLC
N/A—18,191-18,191-100%$2.4M———
Beacon Pointe Advisors, LLC
N/A—18,039-18,039-100%$2.4M———
Centaurus Financial, Inc.
N/A—16,889-16,889-100%$2.3M———
GWN Securities Inc.
N/A—16,823-16,823-100%$2.2M———
Mariner, LLC
N/A—16,635-16,635-100%$2.2M———
D. E. Shaw & Co., Inc.
N/A—16,528-16,528-100%$2.2M———
Sound View Wealth Advisors Group, LLC
N/A—16,227-16,227-100%$2.2M———
Stonebridge Financial Planning Group, LLC
N/A—16,038-16,038-100%$2.1M———
Brown Advisory Inc
N/A—16,000-16,000-100%$2.1M———
Fiduciary Financial Advisors
N/A—15,921-15,921-100%$2.1M———
HighPoint Advisor Group LLC
N/A—15,810-15,810-100%$2.1M———
Calton & Associates, Inc.
N/A—15,751-15,751-100%$2.1M———
Eldridge Investment Advisors, Inc.
N/A—15,271-15,271-100%$2.0M———
AssuredPartners Investment Advisors, LLC
N/A—15,154-15,154-100%$2.0M———
Liberty Wealth Management LLC
N/A—15,017-15,017-100%$1.7M———
Flow Traders U.S. LLC
N/A—14,980-14,980-100%$2.0M———
Hanover Advisors Inc
N/A—14,396-14,396-100%$1.9M———
Waverly Advisors, LLC
N/A—14,265-14,265-100%$1.9M———
Level Four Advisory Services, LLC
N/A—14,264-14,264-100%$1.9M———
Allworth Financial LP
N/A—14,084-14,084-100%$1.9M———
Gotham Asset Management, LLC
N/A—13,262-13,262-100%$1.8M———
Geneos Wealth Management Inc.
N/A—12,995-12,995-100%$1.7M———
Legacy Wealth Managment, LLC
N/A—12,518-12,518-100%$1.7M———
Capital Analysts, LLC
N/A—12,345-12,345-100%$1.6M———
Owen LaRue, LLC
N/A—11,885-11,885-100%$1.6M———
EP Wealth Advisors, LLC
N/A—11,587-11,587-100%$1.5M———
Continuum Advisory, LLC
N/A—10,914-10,914-100%$1.5M———
Goldman Sachs Group Inc
N/A—10,385-10,385-100%$1.4M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—9,984-9,984-100%$1.3M———
Concentrum Wealth Management
N/A—9,685-9,685-100%$1.3M———
Stratos Wealth Advisors, LLC
N/A—9,623-9,623-100%$1.3M———
AQR Capital Management LLC
N/A—9,514-9,514-100%$1.3M———
Tudor Investment Corp ET AL
N/A—9,304-9,304-100%$1.2M———
FMR LLC
N/A—9,218-9,218-100%$1.2M———
FSB Premier Wealth Management, Inc.
N/A—9,205-9,205-100%$1.2M———
IFG Advisory, LLC
N/A—9,165-9,165-100%$1.2M———
NewEdge Wealth, LLC
N/A—8,986-8,986-100%$1.2M———
Sierra Capital LLC
N/A—8,685-8,685-100%$1.2M———
Avise Financial Cooperative, Inc.
N/A—8,341-8,341-100%$1.1M———
Sequent Planning LLC
N/A—8,146-8,146-100%$1.1M———
Regal Investment Advisors LLC
N/A—8,094-8,094-100%$1.1M———
National Bank of Canada
N/A—7,940-7,940-100%$1.1M———
Guardian Capital, LLC
N/A—7,790-7,790-100%$1.0M———
Byrne Financial Freedom, LLC
N/A—7,586-7,586-100%$1.0M———
Empowered Funds, LLC
N/A—7,501-7,501-100%$999.5K———
Cambria Investment Management, L.P.
N/A—7,501-7,501-100%$999.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—6,667-6,667-100%$888.4K———
PNC Financial Services Group, Inc.
N/A—6,591-6,591-100%$878.3K———
McKinney Capital Management, LLC
N/A—6,560-6,560-100%$874.1K———
Advyzon Investment Management, LLC
N/A—6,221-6,221-100%$828.9K———
Ameritas Investment Partners, Inc.
N/A—6,165-6,165-100%$821.5K———
Neuberger Berman Group LLC
N/A—6,073-6,073-100%$809.2K———
Kovack Advisors, Inc.
N/A—5,751-5,751-100%$747.2K———
Fiduciary Trust Co
N/A—5,541-5,541-100%$738.3K———
Pacific SUN Financial Corp
N/A—5,490-5,490-100%$731.5K———
Blackhawk Capital Partners, LLC
N/A—5,267-5,267-100%$701.8K———
Allied Private Wealth LLC
N/A—5,254-5,254-100%$644.0K———
Betterment LLC
N/A—5,220-5,220-100%$696.0K———
Nova Wealth Management, Inc.
N/A—5,150-5,150-100%$686.3K———
BFC Planning, Inc.
N/A—5,138-5,138-100%$684.7K———
Cozad Asset Management Inc
N/A—4,979-4,979-100%$663.5K———
Investor's Fiduciary Advisor Network, LLC
N/A—4,714-4,714-100%$628.0K———
Granite Bay Wealth Management, LLC
N/A—4,711-4,711-100%$628.0K———
OneDigital Investment Advisors LLC
N/A—4,660-4,660-100%$620.9K———
Darden Wealth Group Inc
N/A—4,601-4,601-100%$613.1K———
Kintra Wealth, LLC
N/A—4,530-4,530-100%$556.2K———
Condor Capital Management
N/A—4,405-4,405-100%$587.0K———
Spruce Point Capital Management, LLC
N/A—4,347-4,347-100%$579.2K———
Hilltop Holdings Inc.
N/A—4,206-4,206-100%$560.4K———
Innovative Asset Advisors Group, LLC
N/A—4,126-4,126-100%$549.8K———
Impact Partnership Wealth, LLC
N/A—4,114-4,114-100%$548.2K———
Captrust Financial Advisors
N/A—3,916-3,916-100%$521.8K———
Nomura Asset Management Co LTD
N/A—3,827-3,827-100%$509.9K———
KKM Financial LLC
N/A—3,762-3,762-100%$501.3K———
Keel Point, LLC
N/A—3,743-3,743-100%$498.7K———
Resurgent Financial Advisors LLC
N/A—3,641-3,641-100%$485.2K———
Auxano Advisors, LLC
N/A—3,593-3,593-100%$478.8K———
O'shaughnessy Asset Management, LLC
N/A—3,588-3,588-100%$478.1K———
Barnes Wealth Management Group, Inc
N/A—3,570-3,570-100%$475.7K———
Exit Wealth Advisors, Llc.
N/A—3,518-3,518-100%$468.8K———
Wood Tarver Financial Group, LLC
N/A—3,470-3,470-100%$462.0K———
Pinnacle Financial Partners, Inc.
N/A—3,415-3,415-100%$455.1K———
Cary Street Partners Financial LLC
N/A—3,390-3,390-100%$451.7K———
Mercer Global Advisors Inc
N/A—3,262-3,262-100%$434.7K———
Medallion Wealth Advisors, LLC
N/A—3,198-3,198-100%$426.1K———
Strategic Financial Concepts, LLC
N/A—3,137-3,137-100%$418.1K———
Rothschild Investment LLC
N/A—3,021-3,021-100%$402.5K———
First Trust Advisors LP
N/A—2,851-2,851-100%$379.8K———
Private Advisory Group LLC
N/A—2,796-2,796-100%$372.6K———
Quantinno Capital Management LP
N/A—2,629-2,629-100%$350.3K———
Edmond de Rothschild Holding S.A.
N/A—2,610-2,610-100%$347.8K———
Tobias Financial Advisors, Inc.
N/A—2,539-2,539-100%$338.3K———
Petix & Botte Co
N/A—2,520-2,520-100%$335.8K———
Brown Brothers Harriman & Co
N/A—2,373-2,373-100%$316.2K———
Wealthspan Partners, LLC
N/A—2,369-2,369-100%$315.7K———
Patron Partners, LLC
N/A—2,241-2,241-100%$298.6K———
Envestnet Portfolio Solutions, Inc.
N/A—2,212-2,212-100%$294.7K———
Cresset Asset Management, LLC
N/A—2,208-2,208-100%$294.2K———
Berkeley Capital Partners, LLC
N/A—2,170-2,170-100%$289.2K———
Second Line Capital, LLC
N/A—2,165-2,165-100%$288.5K———
Gentry Private Wealth, LLC
N/A—2,145-2,145-100%$285.8K———
Orion Porfolio Solutions, LLC
N/A—2,043-2,043-100%$272.2K———
Clearstead Advisors, LLC
N/A—1,969-1,969-100%$262.4K———
BlackRock, Inc.
N/A—1,942-1,942-100%$258.8K———
Zacks Investment Management
N/A—1,900-1,900-100%$253.2K———
Reliant Investment Partners, LLC
N/A—1,864-1,864-100%$248.4K———
Brookwood Investment Group LLC
N/A—1,862-1,862-100%$248.1K———
Cedrus Wealth Group LLC
N/A—1,850-1,850-100%$246.5K———
Stratos Investment Management, LLC
N/A—1,844-1,844-100%$245.7K———
Naviter Wealth, LLC
N/A—1,819-1,819-100%$242.4K———
Pine Valley Investments Ltd Liability Co
N/A—1,783-1,783-100%$237.6K———
XTX Topco Ltd
N/A—1,772-1,772-100%$236.1K———
Northern Trust Corp
N/A—1,741-1,741-100%$232.0K———
QRG Capital Management, Inc.
N/A—1,739-1,739-100%$231.7K———
Magnolia Capital Advisors LLC
N/A—1,641-1,641-100%$218.7K———
Tower Research Capital LLC (TRC)
N/A—1,640-1,640-100%$218.5K———
Manhattan West Asset Management, LLC
N/A—1,589-1,589-100%$211.7K———
Pgim Custom Harvest LLC
N/A—1,526-1,526-100%$203.3K———
UBS Asset Management Americas LLC
N/A—1,512-1,512-100%$201.5K———
Lazard Asset Management LLC
N/A—1,400-1,400-100%$186.6K———
Bank of Montreal
N/A—1,313-1,313-100%$175.0K———
Founders Financial Alliance, LLC
N/A—1,252-1,252-100%$166.9K———
Ameriflex Group, Inc.
N/A—1,225-1,225-100%$163.2K———
Hills Bank & Trust Co
N/A—1,008-1,008-100%$134.3K———
Ankerstar Wealth, LLC
N/A—861-861-100%$114.7K———
NI Acquisitions Company, LLC
N/A—803-803-100%$107.0K———
Morse Asset Management, Inc
N/A—800-800-100%$106.6K———
Migdal Insurance & Financial Holdings Ltd.
N/A—645-645-100%$85.9K———
Truvestments Capital LLC
N/A—492-492-100%$65.6K———
10Elms LLP
N/A—487-487-100%$64.9K———
Steigerwald, Gordon & Koch Inc.
N/A—469-469-100%$62.5K———
Bravera Wealth
N/A—445-445-100%$59.3K———
Fourth Dimension Wealth, LLC
N/A—445-445-100%$59.3K———
TD Capital Management LLC
N/A—444-444-100%$59.2K———
Smartleaf Asset Management LLC
N/A—437-437-100%$57.5K———
Colonial Trust Co / SC
N/A—412-412-100%$54.9K———
Sankala Group LLC
N/A—256-256-100%$30.8K———
Russell Investments Group, Ltd.
N/A—253-253-100%$33.7K———
Field & Main Bank
N/A—229-229-100%$30.5K———
Meramec Financial Planners, LLC
N/A—219-219-100%$26.4K———
Financial Gravity Companies, Inc.
N/A—186-186-100%$24.8K———
Raffa Wealth Management, LLC
N/A—140-140-100%$18.7K———
Front Row Advisors LLC
N/A—129-129-100%$15.9K———
Jones Financial Companies Lllp
N/A—118-118-100%$15.3K———
Cbiz Investment Advisory Services, LLC
N/A—103-103-100%$11.4K———
Vision Retirement, LLC
N/A—72-72-100%$9.6K———
Wiser Advisor Group LLC
N/A—70-70-100%$9.3K———
Vanguard Advisers Inc
N/A—57-57-100%$7.6K———
Hollencrest Capital Management
N/A—52-52-100%$6.9K———
Synergy Investment Management, LLC
N/A—50-50-100%$6.7K———
IAG Wealth Partners, LLC
N/A—13-13-100%$1.7K———
Hantz Financial Services, Inc.
N/A—3-3-100%$0———
Showing 598 of 598 institutions