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Ft-Preferred Secur & Inc ETF (FPE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares18,057,615 from 18,509,769
Change-452,154 (-2%)
Value$307.9M (-$23.1M)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares2,466,108 from 2,421,331
Change+44,777 (+2%)
Value$42.0M (-$1.2M)
Filed 2026-11-02
Magnus Financial Group LLC
INCREASED
Shares2,052,183 from 1,959,719
Change+92,464 (+5%)
Value$35.0M (-$50.1K)
Filed 2026-10-21
Park National Corp
INCREASED
Shares1,947,034 from 1,903,567
Change+43,467 (+2%)
Value$33.2M (-$838.8K)
Filed 2026-10-05
Truist Financial Corp
INCREASED
Shares1,677,331 from 1,533,802
Change+143,529 (+9%)
Value$28.6M (+$1.2M)
Filed 2026-10-30
Falcon Wealth Planning
INCREASED
Shares1,614,722 from 1,534,702
Change+80,020 (+5%)
Value$27.5M (+$90.5K)
Filed 2026-11-06
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares1,376,791 from 1,293,097
Change+83,694 (+6%)
Value$23.5M (+$353.7K)
Filed 2026-10-27
Country Trust Bank
INCREASED
Shares1,343,174 from 1,309,301
Change+33,873 (+3%)
Value$22.9M (-$509.2K)
Filed 2026-10-30
Prospera Financial Services Inc
DECREASED
Shares1,282,660 from 1,413,667
Change-131,007 (-9%)
Value$21.8M (-$3.5M)
Filed 2026-11-04
Ashton Thomas Private Wealth, LLC
INCREASED
Shares1,219,425 from 1,092,360
Change+127,065 (+12%)
Value$20.8M (+$1.3M)
Filed 2026-11-03
Commonwealth Equity Services, LLC
DECREASED
Shares1,104,884 from 1,303,372
Change-198,488 (-15%)
Value$18.8M (-$4.5M)
Filed 2026-11-02
Parkside Investments, LLC
INCREASED
Shares1,091,994 from 1,021,131
Change+70,863 (+7%)
Value$18.6M (+$360.7K)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
INCREASED
Shares1,064,779 from 816,488
Change+248,291 (+30%)
Value$18.2M (+$3.6M)
Filed 2026-11-06
HCR Wealth Advisors
INCREASED
Shares1,029,238 from 1,027,972
Change+1,266 (+0%)
Value$17.5M (-$831.6K)
Filed 2026-10-15
Citigroup Inc
DECREASED
Shares977,691 from 984,754
Change-7,063 (-1%)
Value$16.7M (-$937.8K)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares955,003 from 1,059,188
Change-104,185 (-10%)
Value$16.3M (-$2.7M)
Filed 2026-11-02
Curran Financial Partners, LLC
INCREASED
Shares811,263 from 715,791
Change+95,472 (+13%)
Value$13.8M (+$1.0M)
Filed 2026-11-04
Twelve Points Wealth Management LLC
INCREASED
Shares808,503 from 775,066
Change+33,437 (+4%)
Value$13.7M (-$146.0K)
Filed 2026-11-03
Avidian Wealth Enterprises, LLC
DECREASED
Shares745,527 from 799,715
Change-54,188 (-7%)
Value$12.7M (-$1.6M)
Filed 2026-10-08
Csenge Advisory Group
INCREASED
Shares624,587 from 596,441
Change+28,146 (+5%)
Value$10.6M (-$15.2K)
Filed 2026-11-04
Seros Financial, LLC
INCREASED
Shares611,026 from 555,256
Change+55,770 (+10%)
Value$10.4M (+$490.0K)
Filed 2026-10-21
Quad-Cities Investment Group, LLC
INCREASED
Shares579,972 from 564,160
Change+15,812 (+3%)
Value$9.9M (-$198.7K)
Filed 2026-10-16
Chicago Partners Investment Group LLC
INCREASED
Shares572,757 from 499,130
Change+73,627 (+15%)
Value$9.7M (+$814.3K)
Filed 2026-10-27
Concurrent Investment Advisors, LLC
DECREASED
Shares567,955 from 862,964
Change-295,009 (-34%)
Value$9.7M (-$5.7M)
Filed 2026-10-16
Fifth Third Securities, Inc.
INCREASED
Shares556,695 from 481,579
Change+75,116 (+16%)
Value$9.5M (+$881.0K)
Filed 2026-10-21
Newman Dignan & Sheerar, Inc.
INCREASED
Shares501,318 from 478,985
Change+22,333 (+5%)
Value$8.5M (-$16.8K)
Filed 2026-10-21
Midwest Heritage Bank, FSB
INCREASED
Shares499,626 from 495,910
Change+3,716 (+1%)
Value$8.5M (-$348.2K)
Filed 2026-10-26
Fifth Third Bancorp
DECREASED
Shares467,671 from 494,700
Change-27,029 (-5%)
Value$8.0M (-$871.4K)
Filed 2026-11-05
Oppenheimer & Co Inc
INCREASED
Shares452,791 from 442,504
Change+10,287 (+2%)
Value$7.7M (-$191.9K)
Filed 2026-10-26
Gradient Investments LLC
INCREASED
Shares449,843 from 436,935
Change+12,908 (+3%)
Value$7.7M (-$142.6K)
Filed 2026-10-08
US Bancorp \de\
DECREASED
Shares437,297 from 518,224
Change-80,927 (-16%)
Value$7.5M (-$1.8M)
Filed 2026-11-05
PFS Partners, LLC
DECREASED
Shares415,303 from 422,184
Change-6,881 (-2%)
Value$7.1M (-$467.7K)
Filed 2026-10-21
Glass Jacobson Investment Advisors llc
INCREASED
Shares414,174 from 407,228
Change+6,946 (+2%)
Value$7.1M (-$219.6K)
Filed 2026-10-26
Marion Wealth Management
INCREASED
Shares409,277 from 390,957
Change+18,320 (+5%)
Value$7.0M (-$12.1K)
Filed 2026-10-22
Integrity Wealth Advisors, Inc.
NEW
Shares367,032
Change+367,032
Value$6.3M
Filed 2026-10-29
Juno Financial Group LLC
INCREASED
Shares363,672 from 350,656
Change+13,016 (+4%)
Value$6.2M (-$69.1K)
Filed 2026-10-27
ARQ Wealth Advisors, LLC
INCREASED
Shares354,491 from 334,419
Change+20,072 (+6%)
Value$6.0M (+$81.4K)
Filed 2026-10-29
Park Avenue Securities LLC
INCREASED
Shares339,770 from 325,730
Change+14,040 (+4%)
Value$5.8M (-$31.0K)
Filed 2026-10-26
Kingswood Wealth Advisors, LLC
DECREASED
Shares339,641 from 360,906
Change-21,265 (-6%)
Value$5.8M (-$662.1K)
Filed 2026-10-23
Howard Financial Services, Ltd.
DECREASED
Shares327,744 from 341,178
Change-13,434 (-4%)
Value$5.6M (-$512.2K)
Filed 2026-10-15
Valmark Advisers, Inc.
INCREASED
Shares311,366 from 298,387
Change+12,979 (+4%)
Value$5.3M (-$26.4K)
Filed 2026-11-06
Mainsail Financial Group, LLC
DECREASED
Shares309,860 from 314,191
Change-4,331 (-1%)
Value$5.3M (-$334.6K)
Filed 2026-10-23
Family Legacy, Inc.
INCREASED
Shares307,425 from 303,714
Change+3,711 (+1%)
Value$5.2M (-$188.8K)
Filed 2026-10-13
Brookstone Capital Management
INCREASED
Shares283,768 from 250,098
Change+33,670 (+13%)
Value$4.8M (+$366.5K)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares282,056 from 281,604
Change+452 (+0%)
Value$4.8M (-$231.6K)
Filed 2026-10-13
Appleton Partners Inc
INCREASED
Shares278,450 from 260,298
Change+18,152 (+7%)
Value$4.7M (+$94.0K)
Filed 2026-10-30
Aspen Investment Management Inc
INCREASED
Shares249,926 from 246,947
Change+2,979 (+1%)
Value$4.3M (+$4.3M)
Filed 2026-11-05
Sound Income Strategies, LLC
DECREASED
Shares244,102 from 247,378
Change-3,276 (-1%)
Value$4.2M (-$253.8K)
Filed 2026-10-09
D.A. Davidson & Co.
INCREASED
Shares237,313 from 213,025
Change+24,288 (+11%)
Value$4.0M (+$237.3K)
Filed 2026-10-28
Sagace Wealth Management LLC
NEW
Shares234,738
Change+234,738
Value$4.0M
Filed 2026-10-28
Asset Allocation Strategies LLC
NEW
Shares230,158
Change+230,158
Value$3.9M
Filed 2026-10-20
Private Advisory Group LLC
INCREASED
Shares226,104 from 192,301
Change+33,803 (+18%)
Value$3.9M (+$416.7K)
Filed 2026-11-06
Orba Wealth Advisors, L.L.C.
INCREASED
Shares212,880 from 202,350
Change+10,530 (+5%)
Value$3.6M (+$11.6K)
Filed 2026-10-23
United Advisor Group, LLC
INCREASED
Shares207,871 from 198,203
Change+9,668 (+5%)
Value$3.5M (+$345)
Filed 2026-11-03
Fearless Solutions, LLC dba Best Invest
DECREASED
Shares203,767 from 209,273
Change-5,506 (-3%)
Value$3.5M (-$267.6K)
Filed 2026-10-14
Flagstar Securities, Inc
DECREASED
Shares202,634 from 206,946
Change-4,312 (-2%)
Value$3.5M (-$245.3K)
Filed 2026-10-15
Toth Financial Advisory Corp
DECREASED
Shares202,578 from 209,563
Change-6,985 (-3%)
Value$3.5M (-$293.0K)
Filed 2026-10-08
Lake Street Private Wealth, LLC
INCREASED
Shares199,224 from 179,821
Change+19,403 (+11%)
Value$3.4M (+$181.6K)
Filed 2026-10-22
Avantax Planning Partners, Inc.
INCREASED
Shares170,682 from 130,125
Change+40,557 (+31%)
Value$2.9M (+$583.5K)
Filed 2026-11-03
Allworth Financial LP
NEW
Shares165,955
Change+165,955
Value$3.0M
Filed 2026-11-06
Creative Planning
DECREASED
Shares165,187 from 169,715
Change-4,528 (-3%)
Value$2.8M (-$218.1K)
Filed 2026-11-02
Barings LLC
UNCHANGED
Shares165,116 from 165,116
Change0 (0%)
Value$2.8M (-$137.0K)
Filed 2026-10-22
Horizon Financial Services, LLC
INCREASED
Shares152,754 from 146,514
Change+6,240 (+4%)
Value$2.6M (-$15.2K)
Filed 2026-11-04
Darden Wealth Group Inc
DECREASED
Shares150,280 from 151,256
Change-976 (-1%)
Value$2.6M (-$142.2K)
Filed 2026-11-06
IFP Advisors, Inc
INCREASED
Shares148,008 from 135,670
Change+12,338 (+9%)
Value$2.5M (+$97.8K)
Filed 2026-10-16
Milestones Private Investment Advisors LLC
INCREASED
Shares147,334 from 146,684
Change+650 (+0%)
Value$2.5M (-$110.7K)
Filed 2026-10-19
Compass Financial Management LLC
INCREASED
Shares147,015 from 141,840
Change+5,175 (+4%)
Value$2.5M (-$29.5K)
Filed 2026-10-30
MGO One Seven LLC
INCREASED
Shares146,268 from 61,672
Change+84,596 (+137%)
Value$2.5M (+$1.4M)
Filed 2026-10-28
Integrity Alliance, Llc.
INCREASED
Shares141,983 from 54,396
Change+87,587 (+161%)
Value$2.4M (+$1.4M)
Filed 2026-10-29
Capital Investment Advisory Services, LLC
INCREASED
Shares136,481 from 133,281
Change+3,200 (+2%)
Value$2.3M (-$56.1K)
Filed 2026-10-30
City Holding Co
DECREASED
Shares133,707 from 134,107
Change-400 (0%)
Value$2.3M (-$118.1K)
Filed 2026-10-19
Wesbanco Bank Inc
INCREASED
Shares129,767 from 108,282
Change+21,485 (+20%)
Value$2.2M (+$276.4K)
Filed 2026-11-04
Stenger Family Office, LLC
DECREASED
Shares126,079 from 222,631
Change-96,552 (-43%)
Value$2.1M (-$1.8M)
Filed 2026-10-22
Meridian Financial Partners LLC
INCREASED
Shares118,512 from 50,622
Change+67,890 (+134%)
Value$2.0M (+$1.1M)
Filed 2026-10-23
ROI Financial Advisors, LLC
DECREASED
Shares118,056 from 124,582
Change-6,526 (-5%)
Value$2.0M (-$214.7K)
Filed 2026-10-19
J.W. Cole Advisors, Inc.
INCREASED
Shares116,182 from 67,932
Change+48,250 (+71%)
Value$6.2M (+$5.0M)
Filed 2026-11-05
Etesian Wealth Advisors, Inc.
DECREASED
Shares114,594 from 116,150
Change-1,556 (-1%)
Value$2.0M (-$122.9K)
Filed 2026-10-27
Strategic Blueprint, LLC
DECREASED
Shares112,488 from 114,673
Change-2,185 (-2%)
Value$1.9M (-$132.4K)
Filed 2026-10-22
WealthBridge Capital Management, LLC
INCREASED
Shares112,480 from 106,416
Change+6,064 (+6%)
Value$1.9M (+$15.1K)
Filed 2026-10-16
Sigma Planning Corp
DECREASED
Shares105,804 from 174,163
Change-68,359 (-39%)
Value$1.8M (-$1.3M)
Filed 2026-10-23
Walker Asset Management, LLC
DECREASED
Shares105,325 from 107,825
Change-2,500 (-2%)
Value$1.8M (-$132.1K)
Filed 2026-10-13
Kingsbury Capital Investment Advisors LLC
DECREASED
Shares101,560 from 106,305
Change-4,745 (-4%)
Value$1.7M (-$169.1K)
Filed 2026-10-20
Gill Capital Partners, LLC
INCREASED
Shares101,476 from 101,248
Change+228 (+0%)
Value$1.7M (-$80.2K)
Filed 2026-10-13
Archer Investment Corp
DECREASED
Shares100,267 from 108,301
Change-8,034 (-7%)
Value$1.7M (-$226.9K)
Filed 2026-11-05
Dynamic Advisor Solutions LLC
INCREASED
Shares99,646 from 94,512
Change+5,134 (+5%)
Value$1.7M (+$9.1K)
Filed 2026-10-13
Patten Group, Inc.
DECREASED
Shares98,778 from 103,386
Change-4,608 (-4%)
Value$1.7M (-$164.4K)
Filed 2026-10-26
APS Management Group, Inc.
DECREASED
Shares95,997 from 131,423
Change-35,426 (-27%)
Value$1.6M (-$713.1K)
Filed 2026-10-14
International Assets Investment Management, LLC
DECREASED
Shares94,846 from 113,022
Change-18,176 (-16%)
Value$1.6M (-$404.1K)
Filed 2026-11-02
Parallel Advisors, LLC
INCREASED
Shares92,296 from 86,797
Change+5,499 (+6%)
Value$1.6M (+$21.7K)
Filed 2026-11-03
Total Clarity Wealth Management, Inc.
INCREASED
Shares89,912 from 89,882
Change+30 (+0%)
Value$1.5M (-$74.1K)
Filed 2026-10-26
Northbridge Financial Group, LLC
DECREASED
Shares87,579 from 89,511
Change-1,932 (-2%)
Value$1.5M (-$102.0K)
Filed 2026-11-05
Independent Wealth Network Inc.
DECREASED
Shares86,967 from 88,014
Change-1,047 (-1%)
Value$1.5M (-$90.9K)
Filed 2026-10-19
Global Assets Advisory, LLC
INCREASED
Shares85,755 from 79,059
Change+6,696 (+8%)
Value$1.5M (+$45.0K)
Filed 2026-10-28
Simplicity Wealth,LLC
INCREASED
Shares83,937 from 75,883
Change+8,054 (+11%)
Value$1.4M (+$74.3K)
Filed 2026-10-23
Independent Financial Group, LLC
DECREASED
Shares82,894 from 85,783
Change-2,889 (-3%)
Value$1.4M (-$120.5K)
Filed 2026-10-13
Soltis Investment Advisors LLC
DECREASED
Shares80,988 from 164,112
Change-83,124 (-51%)
Value$1.4M (-$1.6M)
Filed 2026-10-28
HUB Investment Partners, LLC
INCREASED
Shares80,035 from 67,601
Change+12,434 (+18%)
Value$1.4M (+$155.9K)
Filed 2026-11-03
Moors & Cabot, Inc.
DECREASED
Shares77,730 from 83,586
Change-5,856 (-7%)
Value$1.3M (-$169.2K)
Filed 2026-11-06
Summit Financial Wealth Advisors, LLC
DECREASED
Shares76,529 from 86,496
Change-9,967 (-12%)
Value$1.3M (-$241.7K)
Filed 2026-10-15
Level Four Advisory Services, LLC
INCREASED
Shares72,541 from 69,645
Change+2,896 (+4%)
Value$1.2M (-$8.4K)
Filed 2026-11-06
Triumph Capital Management
DECREASED
Shares71,552 from 326,283
Change-254,731 (-78%)
Value$1.2M (-$4.6M)
Filed 2026-10-14
Elevation Capital Advisory, LLC
NEW
Shares70,749
Change+70,749
Value$1.2M
Filed 2026-10-29
Private Trust Co NA
DECREASED
Shares70,542 from 73,555
Change-3,013 (-4%)
Value$1.2M (-$112.4K)
Filed 2026-10-20
Argyle Capital Partners, LLC
DECREASED
Shares67,395 from 68,775
Change-1,380 (-2%)
Value$1.1M (-$80.6K)
Filed 2026-10-23
Steinberganna Wealth Management
DECREASED
Shares67,237 from 67,706
Change-469 (-1%)
Value$1.1M (-$64.2K)
Filed 2026-10-23
TrueWealth Advisors, LLC
INCREASED
Shares61,928 from 57,323
Change+4,605 (+8%)
Value$1.1M (+$30.9K)
Filed 2026-10-09
Kraematon Investment Advisors, Inc
DECREASED
Shares58,598 from 58,705
Change-107 (0%)
Value$999.1K (-$50.6K)
Filed 2026-11-02
PUREfi Wealth, LLC
NEW
Shares58,442
Change+58,442
Value$996.4K
Filed 2026-10-19
Gallacher Capital Management LLC
DECREASED
Shares58,266 from 86,985
Change-28,719 (-33%)
Value$993.4K (-$561.9K)
Filed 2026-10-30
Paller Financial Services Inc
INCREASED
Shares56,735 from 55,970
Change+765 (+1%)
Value$967.3K (-$33.4K)
Filed 2026-10-13
Lanark Financial, Inc.
DECREASED
Shares55,996 from 56,990
Change-994 (-2%)
Value$954.7K (-$64.3K)
Filed 2026-10-26
Bangor Savings Bank
UNCHANGED
Shares55,973 from 55,973
Change0 (0%)
Value$954.3K (-$46.5K)
Filed 2026-10-06
Nations Financial Group Inc,
INCREASED
Shares54,857 from 53,293
Change+1,564 (+3%)
Value$935.3K (-$17.6K)
Filed 2026-11-05
B. Riley Wealth Advisors, Inc.
INCREASED
Shares54,393 from 40,169
Change+14,224 (+35%)
Value$927.4K (+$207.6K)
Filed 2026-10-13
Creative Financial Designs Inc
INCREASED
Shares54,382 from 43,761
Change+10,621 (+24%)
Value$927.2K (+$144.8K)
Filed 2026-11-04
Cullen T Bankers, Inc.
INCREASED
Shares53,605 from 53,040
Change+565 (+1%)
Value$914.0K (-$34.4K)
Filed 2026-10-28
Beacon Financial Advisory LLC
INCREASED
Shares53,351 from 46,958
Change+6,393 (+14%)
Value$909.6K (+$70.0K)
Filed 2026-10-16
Essex LLC
INCREASED
Shares51,170 from 47,394
Change+3,776 (+8%)
Value$872.4K (+$25.0K)
Filed 2026-10-14
Columbia Advisory Partners LLC
INCREASED
Shares49,142 from 48,942
Change+200 (+0%)
Value$837.9K (-$37.2K)
Filed 2026-10-15
Tanager Wealth Management LLP
DECREASED
Shares48,026 from 49,731
Change-1,705 (-3%)
Value$818.8K (-$70.3K)
Filed 2026-10-19
Wedbush Securities Inc
INCREASED
Shares47,104 from 46,459
Change+645 (+1%)
Value$803.0K (-$28.0K)
Filed 2026-10-22
SeaCrest Wealth Management, LLC
DECREASED
Shares46,240 from 48,702
Change-2,462 (-5%)
Value$788.4K (-$82.4K)
Filed 2026-10-21
Accel Wealth Management
INCREASED
Shares45,061 from 37,473
Change+7,588 (+20%)
Value$768.3K (+$98.3K)
Filed 2026-10-13
StoneX Group Inc.
INCREASED
Shares44,836 from 36,880
Change+7,956 (+22%)
Value$764.5K (+$101.6K)
Filed 2026-11-03
Beacon Financial Group
DECREASED
Shares42,838 from 59,393
Change-16,555 (-28%)
Value$730.4K (-$331.6K)
Filed 2026-10-19
Choreo, LLC
INCREASED
Shares42,793 from 42,213
Change+580 (+1%)
Value$729.6K (-$25.2K)
Filed 2026-10-28
Freedom Financial Partners LLC
DECREASED
Shares41,549 from 42,663
Change-1,114 (-3%)
Value$708.4K (-$54.4K)
Filed 2026-10-19
Advisor OS, LLC
INCREASED
Shares39,880 from 39,761
Change+119 (+0%)
Value$680.0K (-$31.0K)
Filed 2026-11-03
Davenport & Co LLC
DECREASED
Shares39,538 from 45,327
Change-5,789 (-13%)
Value$674.1K (-$136.3K)
Filed 2026-10-14
Farther Finance Advisors, LLC
DECREASED
Shares39,146 from 40,358
Change-1,212 (-3%)
Value$667.4K (-$54.2K)
Filed 2026-10-08
Ballew Advisors, Inc
DECREASED
Shares38,903 from 39,475
Change-572 (-1%)
Value$664.9K (-$43.7K)
Filed 2026-10-05
Puff Wealth Management, LLC
DECREASED
Shares37,747 from 46,073
Change-8,326 (-18%)
Value$643.6K (-$180.2K)
Filed 2026-10-07
AlphaCore Capital LLC
NEW
Shares36,848
Change+36,848
Value$628.3K
Filed 2026-11-04
Winebrenner Capital Management LLC
DECREASED
Shares36,043 from 43,280
Change-7,237 (-17%)
Value$614.5K (-$159.3K)
Filed 2026-10-07
LVZ, Inc.
INCREASED
Shares35,702 from 35,039
Change+663 (+2%)
Value$608.7K (-$17.8K)
Filed 2026-10-20
Opulen Financial Group LLC
INCREASED
Shares34,014 from 33,518
Change+496 (+1%)
Value$579.9K (-$19.4K)
Filed 2026-10-22
Ti-Trust, Inc
INCREASED
Shares33,914 from 33,319
Change+595 (+2%)
Value$578.2K (-$17.5K)
Filed 2026-10-21
Principle Wealth Partners LLC
INCREASED
Shares33,000 from 27,200
Change+5,800 (+21%)
Value$562.7K (+$76.3K)
Filed 2026-11-02
American Institute for Advanced Investment Management, LLP
INCREASED
Shares32,925 from 28,350
Change+4,575 (+16%)
Value$561.4K (+$54.5K)
Filed 2026-11-03
Simon Quick Advisors, LLC
INCREASED
Shares31,564 from 31,083
Change+481 (+2%)
Value$538.2K (-$17.6K)
Filed 2026-10-26
Certified Advisory Corp
INCREASED
Shares31,439 from 30,687
Change+752 (+2%)
Value$536.0K (-$12.7K)
Filed 2026-10-29
Tcfg Investment Advisors, LLC
DECREASED
Shares31,099 from 31,362
Change-263 (-1%)
Value$530.2K (-$30.5K)
Filed 2026-10-20
1834 Investment Advisors Co
DECREASED
Shares29,706 from 31,078
Change-1,372 (-4%)
Value$506.5K (-$49.2K)
Filed 2026-10-16
Spire Wealth Management
INCREASED
Shares28,833 from 27,897
Change+936 (+3%)
Value$491.6K (-$7.2K)
Filed 2026-10-30
Aurora Private Wealth, Inc.
INCREASED
Shares28,634 from 28,435
Change+199 (+1%)
Value$488.0K (-$20.0K)
Filed 2026-10-20
Creekside Partners
DECREASED
Shares28,595 from 39,169
Change-10,574 (-27%)
Value$487.5K (-$212.8K)
Filed 2026-11-04
Realta Investment Advisors
INCREASED
Shares28,152 from 19,226
Change+8,926 (+46%)
Value$480.0K (+$136.2K)
Filed 2026-10-14
Manchester Financial Inc
UNCHANGED
Shares27,600 from 27,600
Change0 (0%)
Value$470.6K (-$22.9K)
Filed 2026-10-15
Northwest Wealth Management, LLC
DECREASED
Shares27,539 from 30,267
Change-2,728 (-9%)
Value$469.5K (-$71.6K)
Filed 2026-10-30
BAM Wealth Management, LLC
INCREASED
Shares26,558 from 25,632
Change+926 (+4%)
Value$452.8K (-$5.5K)
Filed 2026-10-15
CWA Asset Management Group, LLC
UNCHANGED
Shares26,401 from 26,401
Change0 (0%)
Value$450.1K (-$21.9K)
Filed 2026-10-19
Maia Wealth LLC
DECREASED
Shares26,025 from 34,616
Change-8,591 (-25%)
Value$443.7K (-$175.2K)
Filed 2026-10-19
Thrivent Financial for Lutherans
NEW
Shares25,865
Change+25,865
Value$442.0K
Filed 2026-11-05
Shulman DeMeo Asset Management LLC
DECREASED
Shares25,398 from 27,291
Change-1,893 (-7%)
Value$433.0K (-$54.9K)
Filed 2026-10-09
QP Wealth Management, LLC
INCREASED
Shares24,755 from 23,840
Change+915 (+4%)
Value$422.1K (-$4.2K)
Filed 2026-10-20
Morey & Quinn Wealth Partners, LLC
DECREASED
Shares24,044 from 24,555
Change-511 (-2%)
Value$410.0K (-$29.1K)
Filed 2026-10-28
Cooper Financial Group
NEW
Shares23,949
Change+23,949
Value$408.3K
Filed 2026-10-07
Center for Wealth Management Advisory
DECREASED
Shares23,852 from 31,756
Change-7,904 (-25%)
Value$406.7K (-$161.1K)
Filed 2026-10-23
YHB Investment Advisors, Inc.
NEW
Shares22,948
Change+22,948
Value$391.3K
Filed 2026-10-08
True Private Wealth Advisors
INCREASED
Shares22,888 from 22,642
Change+246 (+1%)
Value$390.2K (-$14.6K)
Filed 2026-10-19
Key Capital Management, Inc
INCREASED
Shares22,742 from 222
Change+22,520 (+10144%)
Value$384.8K (+$380.8K)
Filed 2026-11-03
Park Edge Advisors, LLC
INCREASED
Shares22,419 from 22,141
Change+278 (+1%)
Value$382.3K (-$13.6K)
Filed 2026-10-28
SteelPeak Wealth, LLC
INCREASED
Shares22,375 from 19,454
Change+2,921 (+15%)
Value$381.5K (+$33.7K)
Filed 2026-10-16
First Trust Capital Management L.P.
NEW
Shares22,222
Change+22,222
Value$377.1K
Filed 2026-11-06
Pinnacle Associates LTD
DECREASED
Shares22,005 from 24,505
Change-2,500 (-10%)
Value$375.2K (-$63.0K)
Filed 2026-10-20
Leo Wealth, LLC
NEW
Shares22,001
Change+22,001
Value$375.1K
Filed 2026-10-26
Tortuga Wealth Management, Inc
DECREASED
Shares21,937 from 21,938
Change-1 (0%)
Value$374.0K (-$18.2K)
Filed 2026-10-27
Cyndeo Wealth Partners, LLC
DECREASED
Shares21,149 from 23,428
Change-2,279 (-10%)
Value$360.6K (-$58.3K)
Filed 2026-10-16
Omni 360 Wealth, Inc.
UNCHANGED
Shares21,000 from 21,000
Change0 (0%)
Value$358.1K (-$17.4K)
Filed 2026-10-13
Robertson Stephens Wealth Management, LLC
DECREASED
Shares20,850 from 21,920
Change-1,070 (-5%)
Value$355.5K (-$36.4K)
Filed 2026-10-16
First Financial Group Corp
UNCHANGED
Shares20,385 from 20,385
Change0 (0%)
Value$347.6K (-$16.9K)
Filed 2026-10-22
Capital Investment Advisors, LLC
DECREASED
Shares19,818 from 21,700
Change-1,882 (-9%)
Value$337.9K (-$50.1K)
Filed 2026-10-22
Sensible Money, LLC
INCREASED
Shares19,226 from 18,870
Change+356 (+2%)
Value$327.8K (-$9.6K)
Filed 2026-10-20
Asset Dedication, LLC
INCREASED
Shares19,226 from 18,870
Change+356 (+2%)
Value$327.8K (-$9.6K)
Filed 2026-11-03
Balboa Wealth Partners
INCREASED
Shares19,212 from 18,241
Change+971 (+5%)
Value$327.6K (+$1.4K)
Filed 2026-10-20
Stableford Capital II LLC
DECREASED
Shares18,759 from 27,270
Change-8,511 (-31%)
Value$319.8K (-$167.7K)
Filed 2026-10-09
Essential Investment Partners LLC
NEW
Shares18,709
Change+18,709
Value$319.0K
Filed 2026-10-27
E&G Advisors, LLC
DECREASED
Shares18,438 from 19,168
Change-730 (-4%)
Value$314.4K (-$28.4K)
Filed 2026-10-13
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares18,355 from 18,855
Change-500 (-3%)
Value$313.0K (-$24.2K)
Filed 2026-10-23
Arwa LLC
NEW
Shares17,795
Change+17,795
Value$303.4K
Filed 2026-10-21
Quartz Partners, LLC
UNCHANGED
Shares17,752 from 17,752
Change0 (0%)
Value$302.7K (-$14.7K)
Filed 2026-11-03
Perigon Wealth Management, LLC
INCREASED
Shares17,400 from 15,486
Change+1,914 (+12%)
Value$296.7K (+$19.8K)
Filed 2026-10-22
Y-Intercept (Hong Kong) Ltd
NEW
Shares17,173
Change+17,173
Value$292.8K
Filed 2026-10-16
Helium Advisors LLC
INCREASED
Shares16,580 from 16,327
Change+253 (+2%)
Value$282.7K (-$9.2K)
Filed 2026-10-23
Atlas Private Wealth Advisors
DECREASED
Shares16,414 from 20,505
Change-4,091 (-20%)
Value$279.9K (-$86.8K)
Filed 2026-10-23
Investmark Advisory Group LLC
INCREASED
Shares16,244 from 16,164
Change+80 (+0%)
Value$277.0K (-$12.0K)
Filed 2026-10-27
RFG Advisory, LLC
DECREASED
Shares16,055 from 18,132
Change-2,077 (-11%)
Value$273.7K (-$50.5K)
Filed 2026-11-03
Diversified Enterprises, LLC
DECREASED
Shares15,980 from 24,264
Change-8,284 (-34%)
Value$272.5K (-$161.4K)
Filed 2026-10-19
Mascagni Wealth Management, Inc.
NEW
Shares15,789
Change+15,789
Value$269.2K
Filed 2026-10-23
Altus Wealth Group LLC
DECREASED
Shares15,731 from 33,127
Change-17,396 (-53%)
Value$268.2K (-$324.1K)
Filed 2026-10-20
Venture Visionary Partners LLC
INCREASED
Shares15,678 from 15,268
Change+410 (+3%)
Value$267.3K (-$5.7K)
Filed 2026-10-07
NTV Asset Management LLC
NEW
Shares15,100
Change+15,100
Value$257.5K
Filed 2026-10-23
Integris Wealth Management, LLC
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$255.8K (-$12.5K)
Filed 2026-10-14
Smithbridge Asset Management Inc
UNCHANGED
Shares14,972 from 14,972
Change0 (0%)
Value$255.3K (-$12.4K)
Filed 2026-10-19
Legacy Edge Advisors, LLC
INCREASED
Shares14,577 from 13,272
Change+1,305 (+10%)
Value$248.5K (+$11.2K)
Filed 2026-11-06
Endowment Wealth Management, Inc.
INCREASED
Shares14,329 from 10,440
Change+3,889 (+37%)
Value$244.3K (+$57.6K)
Filed 2026-11-03
Lodestar Private Asset Management LLC
DECREASED
Shares14,228 from 15,749
Change-1,521 (-10%)
Value$242.6K (-$39.0K)
Filed 2026-10-26
Indivisible Partners
DECREASED
Shares14,079 from 15,354
Change-1,275 (-8%)
Value$240.0K (-$34.5K)
Filed 2026-10-26
Prime Capital Investment Advisors, LLC
INCREASED
Shares13,980 from 13,975
Change+5 (+0%)
Value$238.4K (-$11.5K)
Filed 2026-10-20
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares13,969 from 15,115
Change-1,146 (-8%)
Value$238.2K (-$32.1K)
Filed 2026-10-19
Key Client Fiduciary Advisors, LLC
INCREASED
Shares13,389 from 13,370
Change+19 (+0%)
Value$228.3K (-$10.8K)
Filed 2026-10-19
Capital Square, LLC
DECREASED
Shares13,243 from 13,390
Change-147 (-1%)
Value$226.0K (-$14.1K)
Filed 2026-10-19
J. L. Bainbridge & Co., Inc.
UNCHANGED
Shares13,105 from 13,105
Change0 (0%)
Value$223.4K (-$10.9K)
Filed 2026-10-20
Daymark Wealth Partners, LLC
DECREASED
Shares13,093 from 21,019
Change-7,926 (-38%)
Value$223.2K (-$152.6K)
Filed 2026-11-04
Thompson Siegel & Walmsley LLC
UNCHANGED
Shares13,007 from 13,007
Change0 (0%)
Value$222.0K (-$11.0K)
Filed 2026-11-05
Partners Wealth Management, LLC
INCREASED
Shares12,816 from 11,331
Change+1,485 (+13%)
Value$218.5K (+$15.9K)
Filed 2026-10-28
Focus Financial Network, Inc.
DECREASED
Shares12,711 from 12,738
Change-27 (0%)
Value$216.7K (-$11.0K)
Filed 2026-10-14
City Center Advisors, LLC
INCREASED
Shares12,513 from 11,149
Change+1,364 (+12%)
Value$213.4K (+$14.0K)
Filed 2026-10-08
Econ Financial Services Corp
DECREASED
Shares12,338 from 186,897
Change-174,559 (-93%)
Value$210.4K (-$3.1M)
Filed 2026-10-19
Blue Zone Wealth Advisors, LLC
INCREASED
Shares12,323 from 11,662
Change+661 (+6%)
Value$210.1K (+$1.6K)
Filed 2026-10-19
Clear Creek Financial Management, LLC
DECREASED
Shares12,235 from 16,853
Change-4,618 (-27%)
Value$208.6K (-$92.7K)
Filed 2026-10-28
Everest Financial Group LLC
DECREASED
Shares12,100 from 14,100
Change-2,000 (-14%)
Value$206.3K (-$45.8K)
Filed 2026-11-06
Advanced Asset Management Advisors Inc
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$204.6K (-$10.0K)
Filed 2026-10-20
Vise Technologies, Inc.
NEW
Shares11,147
Change+11,147
Value$190.1K
Filed 2026-10-29
Oak Harvest Investment Services
NEW
Shares11,084
Change+11,084
Value$189.0K
Filed 2026-10-20
ASL Financial, LLC
UNCHANGED
Shares11,000 from 11,000
Change0 (0%)
Value$187.6K (-$9.1K)
Filed 2026-10-15
PNC Financial Services Group, Inc.
DECREASED
Shares10,860 from 13,470
Change-2,610 (-19%)
Value$185.2K (-$55.7K)
Filed 2026-11-06
Mather Group, Llc.
UNCHANGED
Shares10,577 from 10,577
Change0 (0%)
Value$180.3K (-$8.8K)
Filed 2026-10-14
Founders Financial Securities LLC
DECREASED
Shares10,359 from 10,802
Change-443 (-4%)
Value$176.6K (-$16.5K)
Filed 2026-10-28
MBE Wealth Management, LLC
INCREASED
Shares10,353 from 10,073
Change+280 (+3%)
Value$176.5K (-$3.6K)
Filed 2026-10-26
Encompass More Asset Management
INCREASED
Shares10,247 from 10,240
Change+7 (+0%)
Value$174.7K (-$8.4K)
Filed 2026-10-16
Security National Bank
UNCHANGED
Shares10,247 from 10,247
Change0 (0%)
Value$174.7K (-$8.5K)
Filed 2026-10-26
Pinnacle Financial Group, LLC / IL
NEW
Shares10,221
Change+10,221
Value$174.3K
Filed 2026-10-29
Wealthcare Advisory Partners LLC
DECREASED
Shares10,048 from 13,062
Change-3,014 (-23%)
Value$171.3K (-$62.2K)
Filed 2026-10-21
SYM Financial Corp
NEW
Shares10,000
Change+10,000
Value$170.5K
Filed 2026-10-26
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares8,487 from 8,487
Change0 (0%)
Value$22.1K (-$18.0K)
Filed 2026-11-04
Elevation Wealth Partners, LLC
INCREASED
Shares7,626 from 7,575
Change+51 (+1%)
Value$130.0K (-$5.4K)
Filed 2026-10-07
Root Financial Partners, LLC
NEW
Shares7,259
Change+7,259
Value$123.8K
Filed 2026-10-21
DeDora Capital, Inc.
NEW
Shares4,691
Change+4,691
Value$80.0K
Filed 2026-10-26
Hilton Head Capital Partners, LLC
DECREASED
Shares4,687 from 4,696
Change-9 (0%)
Value$79.9K (-$4.1K)
Filed 2026-10-23
Clearstead Advisors, LLC
INCREASED
Shares3,600 from 3,590
Change+10 (+0%)
Value$61.4K (-$2.8K)
Filed 2026-11-06
UMB Bank, n.a.
UNCHANGED
Shares3,395 from 3,395
Change0 (0%)
Value$57.9K (-$2.8K)
Filed 2026-11-06
Rossby Financial, LCC
INCREASED
Shares3,240 from 2,981
Change+259 (+9%)
Value$55.2K (+$1.9K)
Filed 2026-11-05
Rosenberg Matthew Hamilton
UNCHANGED
Shares3,143 from 3,143
Change0 (0%)
Value$53.6K (-$2.6K)
Filed 2026-10-05
Avion Wealth
UNCHANGED
Shares2,850 from 2,850
Change0 (0%)
Value$48 (-$2)
Filed 2026-11-04
Investors Research Corp
INCREASED
Shares2,721 from 2,574
Change+147 (+6%)
Value$46.4K (+$370)
Filed 2026-10-07
CoreCap Advisors, LLC
UNCHANGED
Shares2,705 from 2,705
Change0 (0%)
Value$46.1K (-$2.2K)
Filed 2026-10-08
Versant Capital Management, Inc
NEW
Shares2,614
Change+2,614
Value$44.6K
Filed 2026-10-02
Golden State Wealth Management, LLC
DECREASED
Shares1,950 from 46,591
Change-44,641 (-96%)
Value$33.2K (-$799.8K)
Filed 2026-11-02
Ascentis Independent Advisors
NEW
Shares1,851
Change+1,851
Value$31.6K
Filed 2026-11-03
Dhjj Financial Advisors, Ltd.
DECREASED
Shares1,532 from 1,732
Change-200 (-12%)
Value$26.1K (-$4.8K)
Filed 2026-10-23
Larson Financial Group LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$25.6K (-$1.2K)
Filed 2026-11-05
Ameliora Wealth Management Ltd.
UNCHANGED
Shares1,431 from 1,431
Change0 (0%)
Value$24.4K (-$1.2K)
Filed 2026-10-23
Capital Advisors, Ltd. LLC
DECREASED
Shares1,394 from 1,943
Change-549 (-28%)
Value$24.0K (+$24.0K)
Filed 2026-10-27
Raleigh Capital Management Inc.
DECREASED
Shares1,275 from 1,712
Change-437 (-26%)
Value$21.7K (-$8.9K)
Filed 2026-10-28
Piscataqua Savings Bank
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$20.4K (-$996)
Filed 2026-10-21
First Horizon Corp
UNCHANGED
Shares1,079 from 1,079
Change0 (0%)
Value$18.4K (-$896)
Filed 2026-10-26
Whipplewood Advisors, LLC
NEW
Shares1,000
Change+1,000
Value$17.1K
Filed 2026-10-20
Community Financial Services Group, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$17.1K (-$830)
Filed 2026-10-15
Armstrong Advisory Group, Inc
UNCHANGED
Shares969 from 969
Change0 (0%)
Value$16.5K (-$804)
Filed 2026-10-09
NBT Bank, N.A.
INCREASED
Shares854 from 594
Change+260 (+44%)
Value$14.6K (+$3.9K)
Filed 2026-10-21
Main Street Group, LTD
UNCHANGED
Shares850 from 850
Change0 (0%)
Value$14.5K (-$705)
Filed 2026-10-28
Smallwood Wealth Investment Management, LLC
DECREASED
Shares768 from 824
Change-56 (-7%)
Value$13.1K (-$1.6K)
Filed 2026-10-30
Cape Investment Advisory, Inc.
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$11.9K (-$581)
Filed 2026-10-13
JFS Wealth Advisors, LLC
INCREASED
Shares675 from 667
Change+8 (+1%)
Value$11.5K (-$412)
Filed 2026-11-03
Signature Equity Partners, LLC
NEW
Shares501
Change+501
Value$8.5K
Filed 2026-10-29
Washington Trust Advisors, Inc.
UNCHANGED
Shares487 from 487
Change0 (0%)
Value$8.3K (-$405)
Filed 2026-10-22
Kelleher Financial Advisors
DECREASED
Shares414 from 828
Change-414 (-50%)
Value$7.1K (-$7.7K)
Filed 2026-10-30
Pinnacle Bancorp, Inc.
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$6.5K (-$315)
Filed 2026-10-21
Vision Financial Markets LLC
INCREASED
Shares337 from 332
Change+5 (+2%)
Value$5.7K (-$198)
Filed 2026-10-22
Assetmark, Inc
DECREASED
Shares331 from 1,620
Change-1,289 (-80%)
Value$5.6K (-$23.3K)
Filed 2026-10-21
Tounjian Advisory Partners, LLC
DECREASED
Shares328 from 432
Change-104 (-24%)
Value$5.6K (-$2.1K)
Filed 2026-11-04
Latitude Advisors, LLC
NEW
Shares322
Change+322
Value$5.5K
Filed 2026-10-27
First United Bank & Trust
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$3.8K (-$183)
Filed 2026-10-22
Quest 10 Wealth Builders, Inc.
INCREASED
Shares175 from 111
Change+64 (+58%)
Value$3.0K (+$999)
Filed 2026-11-02
GK Wealth Management LLC
NEW
Shares161
Change+161
Value$2.7K
Filed 2026-10-09
CX Institutional
DECREASED
Shares150 from 1,389
Change-1,239 (-89%)
Value$3 (-$22)
Filed 2026-10-02
Financial Network Wealth Advisors LLC
INCREASED
Shares122 from 121
Change+1 (+1%)
Value$2.1K (-$68)
Filed 2026-10-28
Bayban
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$1.9K ($0)
Filed 2026-11-05
SBI Securities Co., Ltd.
UNCHANGED
Shares104 from 104
Change0 (0%)
Value$1.8K (-$87)
Filed 2026-10-22
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares93 from 93
Change0 (0%)
Value$1.6K (-$77)
Filed 2026-10-27
Simplex Trading, LLC
NEW
Shares74
Change+74
Value$1.3K
Filed 2026-11-04
Elevated Capital Advisors, LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$938 (-$45)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$699 (-$34)
Filed 2026-11-05
Signaturefd, LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$597 (-$29)
Filed 2026-10-23
Lloyd Advisory Services, Llc.
INCREASED
Shares19 from 18
Change+1 (+6%)
Value$318 (-$10)
Filed 2026-11-02
NBH Bank
NEW
Shares11
Change+11
Value$188
Filed 2026-11-05
Allspring Global Investments Holdings, LLC
NEW
Shares2
Change+2
Value$31
Filed 2026-11-04
Uniting Wealth Partners, LLC
CLOSED
Shares0 from 313,744
Change-313,744 (-100%)
Value$0 (-$5.6M)
Filed 2026-11-06
Elevation Point Wealth Partners, LLC
CLOSED
Shares0 from 215,332
Change-215,332 (-100%)
Value$0 (-$3.9M)
Filed 2026-11-05
Providence First Trust Co
CLOSED
Shares0 from 106,745
Change-106,745 (-100%)
Value$0 (-$1.9M)
Filed 2026-11-02
Scarborough Advisors, LLC
CLOSED
Shares0 from 56,263
Change-56,263 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-16
Boyce & Associates Wealth Consulting, Inc.
CLOSED
Shares0 from 49,597
Change-49,597 (-100%)
Value$0 (-$886.8K)
Filed 2026-10-14
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 24,322
Change-24,322 (-100%)
Value$0 (-$434.9K)
Filed 2026-10-26
BIP Wealth, LLC
CLOSED
Shares0 from 15,506
Change-15,506 (-100%)
Value$0 (-$277.2K)
Filed 2026-10-22
Money Concepts Capital Corp
CLOSED
Shares0 from 14,553
Change-14,553 (-100%)
Value$0 (-$260.2K)
Filed 2026-11-06
Wagner Wealth Management, Corp
CLOSED
Shares0 from 13,984
Change-13,984 (-100%)
Value$0 (-$250.0K)
Filed 2026-10-20
Hudson Capital Management LLC
CLOSED
Shares0 from 12,595
Change-12,595 (-100%)
Value$0 (-$225.2K)
Filed 2026-10-20
Huntleigh Advisors, Inc.
CLOSED
Shares0 from 12,287
Change-12,287 (-100%)
Value$0 (-$219.7K)
Filed 2026-11-03
Crossmark Global Holdings, Inc.
CLOSED
Shares0 from 11,174
Change-11,174 (-100%)
Value$0 (-$199.8K)
Filed 2026-10-21
AdvisorNet Financial, Inc
CLOSED
Shares0 from 7,970
Change-7,970 (-100%)
Value$0 (-$142.5K)
Filed 2026-10-15
Nfsg Corp
CLOSED
Shares0 from 2,608
Change-2,608 (-100%)
Value$0 (-$46.6K)
Filed 2026-10-15
Cassaday & Co Wealth Management LLC
CLOSED
Shares0 from 618
Change-618 (-100%)
Value$0 (-$11.1K)
Filed 2026-10-27
Vima LLC
CLOSED
Shares0 from 550
Change-550 (-100%)
Value$0 (-$9.8K)
Filed 2026-10-23
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 541
Change-541 (-100%)
Value$0 (-$9.7K)
Filed 2026-11-06
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 519
Change-519 (-100%)
Value$0 (-$9.3K)
Filed 2026-10-14
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 493
Change-493 (-100%)
Value$0 (-$8.8K)
Filed 2026-11-04
LifeSteps Financial, Inc.
CLOSED
Shares0 from 122
Change-122 (-100%)
Value$0 (-$2.2K)
Filed 2026-10-15
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 47
Change-47 (-100%)
Value$0 (-$843)
Filed 2026-10-29
Morgan Stanley
N/A
Shares— from 53,554,746
Change-53,554,746 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 19,584,015
Change-19,584,015 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 18,324,364
Change-18,324,364 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 10,005,158
Change-10,005,158 (-100%)
Value—
UBS Group AG
N/A
Shares— from 9,120,419
Change-9,120,419 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 9,085,190
Change-9,085,190 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 5,248,497
Change-5,248,497 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 3,472,189
Change-3,472,189 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 3,276,892
Change-3,276,892 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 2,606,231
Change-2,606,231 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,516,214
Change-2,516,214 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 2,219,975
Change-2,219,975 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,216,273
Change-2,216,273 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 2,184,822
Change-2,184,822 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,041,355
Change-2,041,355 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 2,028,641
Change-2,028,641 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,550,463
Change-1,550,463 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 1,508,832
Change-1,508,832 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,115,602
Change-1,115,602 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,102,564
Change-1,102,564 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 894,648
Change-894,648 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 842,725
Change-842,725 (-100%)
Value—
&partners
N/A
Shares— from 790,728
Change-790,728 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 787,556
Change-787,556 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 754,936
Change-754,936 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 741,502
Change-741,502 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 735,831
Change-735,831 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 634,468
Change-634,468 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 630,773
Change-630,773 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 628,202
Change-628,202 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 611,306
Change-611,306 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 546,256
Change-546,256 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 537,655
Change-537,655 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 502,570
Change-502,570 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 494,301
Change-494,301 (-100%)
Value—
Larch Capital Partners LLC
N/A
Shares— from 483,745
Change-483,745 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 470,663
Change-470,663 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 467,096
Change-467,096 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 464,148
Change-464,148 (-100%)
Value—
Kinloch Capital, LLC
N/A
Shares— from 450,032
Change-450,032 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 440,514
Change-440,514 (-100%)
Value—
Stephens Inc
N/A
Shares— from 395,161
Change-395,161 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 387,592
Change-387,592 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 357,462
Change-357,462 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 342,759
Change-342,759 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 338,684
Change-338,684 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 328,945
Change-328,945 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 318,020
Change-318,020 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 296,706
Change-296,706 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 279,968
Change-279,968 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 270,705
Change-270,705 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 253,137
Change-253,137 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 248,590
Change-248,590 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 240,907
Change-240,907 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 235,753
Change-235,753 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 234,136
Change-234,136 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 229,813
Change-229,813 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 229,811
Change-229,811 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 221,141
Change-221,141 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 200,276
Change-200,276 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 199,335
Change-199,335 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 191,675
Change-191,675 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 181,293
Change-181,293 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 167,859
Change-167,859 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 139,035
Change-139,035 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 134,295
Change-134,295 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 125,201
Change-125,201 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 120,753
Change-120,753 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 120,302
Change-120,302 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 113,337
Change-113,337 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 108,245
Change-108,245 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 106,305
Change-106,305 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 105,567
Change-105,567 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 100,697
Change-100,697 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 95,233
Change-95,233 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 94,693
Change-94,693 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 94,061
Change-94,061 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 91,584
Change-91,584 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 90,059
Change-90,059 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 89,275
Change-89,275 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 82,694
Change-82,694 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 78,869
Change-78,869 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 64,577
Change-64,577 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 64,074
Change-64,074 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 62,944
Change-62,944 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 61,729
Change-61,729 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 60,925
Change-60,925 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 57,111
Change-57,111 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 53,677
Change-53,677 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 53,303
Change-53,303 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 52,804
Change-52,804 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 50,439
Change-50,439 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 49,937
Change-49,937 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 47,073
Change-47,073 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 46,662
Change-46,662 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 46,639
Change-46,639 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 43,530
Change-43,530 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 40,523
Change-40,523 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 39,561
Change-39,561 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 39,245
Change-39,245 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 36,800
Change-36,800 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 36,199
Change-36,199 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 35,730
Change-35,730 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 34,968
Change-34,968 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 34,569
Change-34,569 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 34,109
Change-34,109 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 33,648
Change-33,648 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 28,736
Change-28,736 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 28,083
Change-28,083 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 27,953
Change-27,953 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 27,524
Change-27,524 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 25,406
Change-25,406 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 23,919
Change-23,919 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 23,751
Change-23,751 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 23,034
Change-23,034 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 22,654
Change-22,654 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 22,541
Change-22,541 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 21,805
Change-21,805 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 21,590
Change-21,590 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 21,333
Change-21,333 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 21,224
Change-21,224 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 21,050
Change-21,050 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 20,858
Change-20,858 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 20,042
Change-20,042 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 19,606
Change-19,606 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 19,281
Change-19,281 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 19,087
Change-19,087 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 18,997
Change-18,997 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 18,969
Change-18,969 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 17,292
Change-17,292 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 16,761
Change-16,761 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 16,143
Change-16,143 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 16,048
Change-16,048 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 15,989
Change-15,989 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 15,522
Change-15,522 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 15,405
Change-15,405 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 15,300
Change-15,300 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 15,238
Change-15,238 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 14,693
Change-14,693 (-100%)
Value—
Risk Paradigm Group, LLC
N/A
Shares— from 14,558
Change-14,558 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 14,228
Change-14,228 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 14,040
Change-14,040 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 13,700
Change-13,700 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 13,697
Change-13,697 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 13,287
Change-13,287 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 12,916
Change-12,916 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 12,700
Change-12,700 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 12,694
Change-12,694 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 12,565
Change-12,565 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 12,490
Change-12,490 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 12,475
Change-12,475 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 12,208
Change-12,208 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 11,736
Change-11,736 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 11,677
Change-11,677 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 11,540
Change-11,540 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 11,350
Change-11,350 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 11,168
Change-11,168 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 11,119
Change-11,119 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 10,723
Change-10,723 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 10,665
Change-10,665 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 10,563
Change-10,563 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 8,983
Change-8,983 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 8,232
Change-8,232 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 7,844
Change-7,844 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 7,075
Change-7,075 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 5,013
Change-5,013 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 5,012
Change-5,012 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 4,916
Change-4,916 (-100%)
Value—
S&T Bank
N/A
Shares— from 3,389
Change-3,389 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2,911
Change-2,911 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 2,759
Change-2,759 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 2,742
Change-2,742 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,686
Change-2,686 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 2,470
Change-2,470 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,109
Change-2,109 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 1,874
Change-1,874 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 1,670
Change-1,670 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 1,474
Change-1,474 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,458
Change-1,458 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 1,303
Change-1,303 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 1,250
Change-1,250 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,226
Change-1,226 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 696
Change-696 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 628
Change-628 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 492
Change-492 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 478
Change-478 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 425
Change-425 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 379
Change-379 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 299
Change-299 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 264
Change-264 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 216
Change-216 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 165
Change-165 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 133
Change-133 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 124
Change-124 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Status
LPL Financial LLC
DECREASED18,057,61518,509,769-452,154-2%$331.0M$307.9M-$23.1M2026-11-06
Kestra Advisory Services, LLC
INCREASED2,466,1082,421,331+44,777+2%$43.3M$42.0M-$1.2M2026-11-02
Magnus Financial Group LLC
INCREASED2,052,1831,959,719+92,464+5%$35.0M$35.0M-$50.1K2026-10-21
Park National Corp
INCREASED1,947,0341,903,567+43,467+2%$34.0M$33.2M-$838.8K2026-10-05
Truist Financial Corp
INCREASED1,677,3311,533,802+143,529+9%$27.4M$28.6M+$1.2M2026-10-30
Falcon Wealth Planning
INCREASED1,614,7221,534,702+80,020+5%$27.4M$27.5M+$90.5K2026-11-06
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED1,376,7911,293,097+83,694+6%$23.1M$23.5M+$353.7K2026-10-27
Country Trust Bank
INCREASED1,343,1741,309,301+33,873+3%$23.4M$22.9M-$509.2K2026-10-30
Prospera Financial Services Inc
DECREASED1,282,6601,413,667-131,007-9%$25.3M$21.8M-$3.5M2026-11-04
Ashton Thomas Private Wealth, LLC
INCREASED1,219,4251,092,360+127,065+12%$19.5M$20.8M+$1.3M2026-11-03
Commonwealth Equity Services, LLC
DECREASED1,104,8841,303,372-198,488-15%$23.3M$18.8M-$4.5M2026-11-02
Parkside Investments, LLC
INCREASED1,091,9941,021,131+70,863+7%$18.3M$18.6M+$360.7K2026-10-20
Kestra Private Wealth Services, LLC
INCREASED1,064,779816,488+248,291+30%$14.6M$18.2M+$3.6M2026-11-06
HCR Wealth Advisors
INCREASED1,029,2381,027,972+1,266+0%$18.4M$17.5M-$831.6K2026-10-15
Citigroup Inc
DECREASED977,691984,754-7,063-1%$17.6M$16.7M-$937.8K2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED955,0031,059,188-104,185-10%$18.9M$16.3M-$2.7M2026-11-02
Curran Financial Partners, LLC
INCREASED811,263715,791+95,472+13%$12.8M$13.8M+$1.0M2026-11-04
Twelve Points Wealth Management LLC
INCREASED808,503775,066+33,437+4%$13.9M$13.7M-$146.0K2026-11-03
Avidian Wealth Enterprises, LLC
DECREASED745,527799,715-54,188-7%$14.3M$12.7M-$1.6M2026-10-08
Csenge Advisory Group
INCREASED624,587596,441+28,146+5%$10.7M$10.6M-$15.2K2026-11-04
Seros Financial, LLC
INCREASED611,026555,256+55,770+10%$9.9M$10.4M+$490.0K2026-10-21
Quad-Cities Investment Group, LLC
INCREASED579,972564,160+15,812+3%$10.1M$9.9M-$198.7K2026-10-16
Chicago Partners Investment Group LLC
INCREASED572,757499,130+73,627+15%$8.9M$9.7M+$814.3K2026-10-27
Concurrent Investment Advisors, LLC
DECREASED567,955862,964-295,009-34%$15.4M$9.7M-$5.7M2026-10-16
Fifth Third Securities, Inc.
INCREASED556,695481,579+75,116+16%$8.6M$9.5M+$881.0K2026-10-21
Newman Dignan & Sheerar, Inc.
INCREASED501,318478,985+22,333+5%$8.6M$8.5M-$16.8K2026-10-21
Midwest Heritage Bank, FSB
INCREASED499,626495,910+3,716+1%$8.9M$8.5M-$348.2K2026-10-26
Fifth Third Bancorp
DECREASED467,671494,700-27,029-5%$8.8M$8.0M-$871.4K2026-11-05
Oppenheimer & Co Inc
INCREASED452,791442,504+10,287+2%$7.9M$7.7M-$191.9K2026-10-26
Gradient Investments LLC
INCREASED449,843436,935+12,908+3%$7.8M$7.7M-$142.6K2026-10-08
US Bancorp \de\
DECREASED437,297518,224-80,927-16%$9.3M$7.5M-$1.8M2026-11-05
PFS Partners, LLC
DECREASED415,303422,184-6,881-2%$7.5M$7.1M-$467.7K2026-10-21
Glass Jacobson Investment Advisors llc
INCREASED414,174407,228+6,946+2%$7.3M$7.1M-$219.6K2026-10-26
Marion Wealth Management
INCREASED409,277390,957+18,320+5%$7.0M$7.0M-$12.1K2026-10-22
Integrity Wealth Advisors, Inc.
NEW367,032—+367,032——$6.3M—2026-10-29
Juno Financial Group LLC
INCREASED363,672350,656+13,016+4%$6.3M$6.2M-$69.1K2026-10-27
ARQ Wealth Advisors, LLC
INCREASED354,491334,419+20,072+6%$6.0M$6.0M+$81.4K2026-10-29
Park Avenue Securities LLC
INCREASED339,770325,730+14,040+4%$5.8M$5.8M-$31.0K2026-10-26
Kingswood Wealth Advisors, LLC
DECREASED339,641360,906-21,265-6%$6.5M$5.8M-$662.1K2026-10-23
Howard Financial Services, Ltd.
DECREASED327,744341,178-13,434-4%$6.1M$5.6M-$512.2K2026-10-15
Valmark Advisers, Inc.
INCREASED311,366298,387+12,979+4%$5.3M$5.3M-$26.4K2026-11-06
Mainsail Financial Group, LLC
DECREASED309,860314,191-4,331-1%$5.6M$5.3M-$334.6K2026-10-23
Family Legacy, Inc.
INCREASED307,425303,714+3,711+1%$5.4M$5.2M-$188.8K2026-10-13
Brookstone Capital Management
INCREASED283,768250,098+33,670+13%$4.5M$4.8M+$366.5K2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED282,056281,604+452+0%$5.0M$4.8M-$231.6K2026-10-13
Appleton Partners Inc
INCREASED278,450260,298+18,152+7%$4.7M$4.7M+$94.0K2026-10-30
Aspen Investment Management Inc
INCREASED249,926246,947+2,979+1%$4.4K$4.3M+$4.3M2026-11-05
Sound Income Strategies, LLC
DECREASED244,102247,378-3,276-1%$4.4M$4.2M-$253.8K2026-10-09
D.A. Davidson & Co.
INCREASED237,313213,025+24,288+11%$3.8M$4.0M+$237.3K2026-10-28
Sagace Wealth Management LLC
NEW234,738—+234,738——$4.0M—2026-10-28
Asset Allocation Strategies LLC
NEW230,158—+230,158——$3.9M—2026-10-20
Private Advisory Group LLC
INCREASED226,104192,301+33,803+18%$3.4M$3.9M+$416.7K2026-11-06
Orba Wealth Advisors, L.L.C.
INCREASED212,880202,350+10,530+5%$3.6M$3.6M+$11.6K2026-10-23
United Advisor Group, LLC
INCREASED207,871198,203+9,668+5%$3.5M$3.5M+$3452026-11-03
Fearless Solutions, LLC dba Best Invest
DECREASED203,767209,273-5,506-3%$3.7M$3.5M-$267.6K2026-10-14
Flagstar Securities, Inc
DECREASED202,634206,946-4,312-2%$3.7M$3.5M-$245.3K2026-10-15
Toth Financial Advisory Corp
DECREASED202,578209,563-6,985-3%$3.7M$3.5M-$293.0K2026-10-08
Lake Street Private Wealth, LLC
INCREASED199,224179,821+19,403+11%$3.2M$3.4M+$181.6K2026-10-22
Avantax Planning Partners, Inc.
INCREASED170,682130,125+40,557+31%$2.3M$2.9M+$583.5K2026-11-03
Allworth Financial LP
NEW165,955—+165,955——$3.0M—2026-11-06
Creative Planning
DECREASED165,187169,715-4,528-3%$3.0M$2.8M-$218.1K2026-11-02
Barings LLC
UNCHANGED165,116165,11600%$3.0M$2.8M-$137.0K2026-10-22
Horizon Financial Services, LLC
INCREASED152,754146,514+6,240+4%$2.6M$2.6M-$15.2K2026-11-04
Darden Wealth Group Inc
DECREASED150,280151,256-976-1%$2.7M$2.6M-$142.2K2026-11-06
IFP Advisors, Inc
INCREASED148,008135,670+12,338+9%$2.4M$2.5M+$97.8K2026-10-16
Milestones Private Investment Advisors LLC
INCREASED147,334146,684+650+0%$2.6M$2.5M-$110.7K2026-10-19
Compass Financial Management LLC
INCREASED147,015141,840+5,175+4%$2.5M$2.5M-$29.5K2026-10-30
MGO One Seven LLC
INCREASED146,26861,672+84,596+137%$1.1M$2.5M+$1.4M2026-10-28
Integrity Alliance, Llc.
INCREASED141,98354,396+87,587+161%$972.6K$2.4M+$1.4M2026-10-29
Capital Investment Advisory Services, LLC
INCREASED136,481133,281+3,200+2%$2.4M$2.3M-$56.1K2026-10-30
City Holding Co
DECREASED133,707134,107-4000%$2.4M$2.3M-$118.1K2026-10-19
Wesbanco Bank Inc
INCREASED129,767108,282+21,485+20%$1.9M$2.2M+$276.4K2026-11-04
Stenger Family Office, LLC
DECREASED126,079222,631-96,552-43%$4.0M$2.1M-$1.8M2026-10-22
Meridian Financial Partners LLC
INCREASED118,51250,622+67,890+134%$908.7K$2.0M+$1.1M2026-10-23
ROI Financial Advisors, LLC
DECREASED118,056124,582-6,526-5%$2.2M$2.0M-$214.7K2026-10-19
J.W. Cole Advisors, Inc.
INCREASED116,18267,932+48,250+71%$1.2M$6.2M+$5.0M2026-11-05
Etesian Wealth Advisors, Inc.
DECREASED114,594116,150-1,556-1%$2.1M$2.0M-$122.9K2026-10-27
Strategic Blueprint, LLC
DECREASED112,488114,673-2,185-2%$2.1M$1.9M-$132.4K2026-10-22
WealthBridge Capital Management, LLC
INCREASED112,480106,416+6,064+6%$1.9M$1.9M+$15.1K2026-10-16
Sigma Planning Corp
DECREASED105,804174,163-68,359-39%$3.1M$1.8M-$1.3M2026-10-23
Walker Asset Management, LLC
DECREASED105,325107,825-2,500-2%$1.9M$1.8M-$132.1K2026-10-13
Kingsbury Capital Investment Advisors LLC
DECREASED101,560106,305-4,745-4%$1.9M$1.7M-$169.1K2026-10-20
Gill Capital Partners, LLC
INCREASED101,476101,248+228+0%$1.8M$1.7M-$80.2K2026-10-13
Archer Investment Corp
DECREASED100,267108,301-8,034-7%$1.9M$1.7M-$226.9K2026-11-05
Dynamic Advisor Solutions LLC
INCREASED99,64694,512+5,134+5%$1.7M$1.7M+$9.1K2026-10-13
Patten Group, Inc.
DECREASED98,778103,386-4,608-4%$1.8M$1.7M-$164.4K2026-10-26
APS Management Group, Inc.
DECREASED95,997131,423-35,426-27%$2.3M$1.6M-$713.1K2026-10-14
International Assets Investment Management, LLC
DECREASED94,846113,022-18,176-16%$2.0M$1.6M-$404.1K2026-11-02
Parallel Advisors, LLC
INCREASED92,29686,797+5,499+6%$1.6M$1.6M+$21.7K2026-11-03
Total Clarity Wealth Management, Inc.
INCREASED89,91289,882+30+0%$1.6M$1.5M-$74.1K2026-10-26
Northbridge Financial Group, LLC
DECREASED87,57989,511-1,932-2%$1.6M$1.5M-$102.0K2026-11-05
Independent Wealth Network Inc.
DECREASED86,96788,014-1,047-1%$1.6M$1.5M-$90.9K2026-10-19
Global Assets Advisory, LLC
INCREASED85,75579,059+6,696+8%$1.4M$1.5M+$45.0K2026-10-28
Simplicity Wealth,LLC
INCREASED83,93775,883+8,054+11%$1.4M$1.4M+$74.3K2026-10-23
Independent Financial Group, LLC
DECREASED82,89485,783-2,889-3%$1.5M$1.4M-$120.5K2026-10-13
Soltis Investment Advisors LLC
DECREASED80,988164,112-83,124-51%$2.9M$1.4M-$1.6M2026-10-28
HUB Investment Partners, LLC
INCREASED80,03567,601+12,434+18%$1.2M$1.4M+$155.9K2026-11-03
Moors & Cabot, Inc.
DECREASED77,73083,586-5,856-7%$1.5M$1.3M-$169.2K2026-11-06
Summit Financial Wealth Advisors, LLC
DECREASED76,52986,496-9,967-12%$1.5M$1.3M-$241.7K2026-10-15
Level Four Advisory Services, LLC
INCREASED72,54169,645+2,896+4%$1.2M$1.2M-$8.4K2026-11-06
Triumph Capital Management
DECREASED71,552326,283-254,731-78%$5.8M$1.2M-$4.6M2026-10-14
Elevation Capital Advisory, LLC
NEW70,749—+70,749——$1.2M—2026-10-29
Private Trust Co NA
DECREASED70,54273,555-3,013-4%$1.3M$1.2M-$112.4K2026-10-20
Argyle Capital Partners, LLC
DECREASED67,39568,775-1,380-2%$1.2M$1.1M-$80.6K2026-10-23
Steinberganna Wealth Management
DECREASED67,23767,706-469-1%$1.2M$1.1M-$64.2K2026-10-23
TrueWealth Advisors, LLC
INCREASED61,92857,323+4,605+8%$1.0M$1.1M+$30.9K2026-10-09
Kraematon Investment Advisors, Inc
DECREASED58,59858,705-1070%$1.0M$999.1K-$50.6K2026-11-02
PUREfi Wealth, LLC
NEW58,442—+58,442——$996.4K—2026-10-19
Gallacher Capital Management LLC
DECREASED58,26686,985-28,719-33%$1.6M$993.4K-$561.9K2026-10-30
Paller Financial Services Inc
INCREASED56,73555,970+765+1%$1.0M$967.3K-$33.4K2026-10-13
Lanark Financial, Inc.
DECREASED55,99656,990-994-2%$1.0M$954.7K-$64.3K2026-10-26
Bangor Savings Bank
UNCHANGED55,97355,97300%$1.0M$954.3K-$46.5K2026-10-06
Nations Financial Group Inc,
INCREASED54,85753,293+1,564+3%$952.9K$935.3K-$17.6K2026-11-05
B. Riley Wealth Advisors, Inc.
INCREASED54,39340,169+14,224+35%$719.8K$927.4K+$207.6K2026-10-13
Creative Financial Designs Inc
INCREASED54,38243,761+10,621+24%$782.5K$927.2K+$144.8K2026-11-04
Cullen T Bankers, Inc.
INCREASED53,60553,040+565+1%$948.4K$914.0K-$34.4K2026-10-28
Beacon Financial Advisory LLC
INCREASED53,35146,958+6,393+14%$839.6K$909.6K+$70.0K2026-10-16
Essex LLC
INCREASED51,17047,394+3,776+8%$847.4K$872.4K+$25.0K2026-10-14
Columbia Advisory Partners LLC
INCREASED49,14248,942+200+0%$875.1K$837.9K-$37.2K2026-10-15
Tanager Wealth Management LLP
DECREASED48,02649,731-1,705-3%$889.2K$818.8K-$70.3K2026-10-19
Wedbush Securities Inc
INCREASED47,10446,459+645+1%$831.0K$803.0K-$28.0K2026-10-22
SeaCrest Wealth Management, LLC
DECREASED46,24048,702-2,462-5%$870.8K$788.4K-$82.4K2026-10-21
Accel Wealth Management
INCREASED45,06137,473+7,588+20%$670.0K$768.3K+$98.3K2026-10-13
StoneX Group Inc.
INCREASED44,83636,880+7,956+22%$662.9K$764.5K+$101.6K2026-11-03
Beacon Financial Group
DECREASED42,83859,393-16,555-28%$1.1M$730.4K-$331.6K2026-10-19
Choreo, LLC
INCREASED42,79342,213+580+1%$754.8K$729.6K-$25.2K2026-10-28
Freedom Financial Partners LLC
DECREASED41,54942,663-1,114-3%$762.8K$708.4K-$54.4K2026-10-19
Advisor OS, LLC
INCREASED39,88039,761+119+0%$710.9K$680.0K-$31.0K2026-11-03
Davenport & Co LLC
DECREASED39,53845,327-5,789-13%$810.4K$674.1K-$136.3K2026-10-14
Farther Finance Advisors, LLC
DECREASED39,14640,358-1,212-3%$721.6K$667.4K-$54.2K2026-10-08
Ballew Advisors, Inc
DECREASED38,90339,475-572-1%$708.6K$664.9K-$43.7K2026-10-05
Puff Wealth Management, LLC
DECREASED37,74746,073-8,326-18%$823.8K$643.6K-$180.2K2026-10-07
AlphaCore Capital LLC
NEW36,848—+36,848——$628.3K—2026-11-04
Winebrenner Capital Management LLC
DECREASED36,04343,280-7,237-17%$773.8K$614.5K-$159.3K2026-10-07
LVZ, Inc.
INCREASED35,70235,039+663+2%$626.5K$608.7K-$17.8K2026-10-20
Opulen Financial Group LLC
INCREASED34,01433,518+496+1%$599.3K$579.9K-$19.4K2026-10-22
Ti-Trust, Inc
INCREASED33,91433,319+595+2%$595.7K$578.2K-$17.5K2026-10-21
Principle Wealth Partners LLC
INCREASED33,00027,200+5,800+21%$486.3K$562.7K+$76.3K2026-11-02
American Institute for Advanced Investment Management, LLP
INCREASED32,92528,350+4,575+16%$506.9K$561.4K+$54.5K2026-11-03
Simon Quick Advisors, LLC
INCREASED31,56431,083+481+2%$555.8K$538.2K-$17.6K2026-10-26
Certified Advisory Corp
INCREASED31,43930,687+752+2%$548.7K$536.0K-$12.7K2026-10-29
Tcfg Investment Advisors, LLC
DECREASED31,09931,362-263-1%$560.8K$530.2K-$30.5K2026-10-20
1834 Investment Advisors Co
DECREASED29,70631,078-1,372-4%$555.7K$506.5K-$49.2K2026-10-16
Spire Wealth Management
INCREASED28,83327,897+936+3%$498.8K$491.6K-$7.2K2026-10-30
Aurora Private Wealth, Inc.
INCREASED28,63428,435+199+1%$508.0K$488.0K-$20.0K2026-10-20
Creekside Partners
DECREASED28,59539,169-10,574-27%$700.3K$487.5K-$212.8K2026-11-04
Realta Investment Advisors
INCREASED28,15219,226+8,926+46%$343.8K$480.0K+$136.2K2026-10-14
Manchester Financial Inc
UNCHANGED27,60027,60000%$493.5K$470.6K-$22.9K2026-10-15
Northwest Wealth Management, LLC
DECREASED27,53930,267-2,728-9%$541.2K$469.5K-$71.6K2026-10-30
BAM Wealth Management, LLC
INCREASED26,55825,632+926+4%$458.3K$452.8K-$5.5K2026-10-15
CWA Asset Management Group, LLC
UNCHANGED26,40126,40100%$472.1K$450.1K-$21.9K2026-10-19
Maia Wealth LLC
DECREASED26,02534,616-8,591-25%$618.9K$443.7K-$175.2K2026-10-19
Thrivent Financial for Lutherans
NEW25,865—+25,865——$442.0K—2026-11-05
Shulman DeMeo Asset Management LLC
DECREASED25,39827,291-1,893-7%$488.0K$433.0K-$54.9K2026-10-09
QP Wealth Management, LLC
INCREASED24,75523,840+915+4%$426.3K$422.1K-$4.2K2026-10-20
Morey & Quinn Wealth Partners, LLC
DECREASED24,04424,555-511-2%$439.0K$410.0K-$29.1K2026-10-28
Cooper Financial Group
NEW23,949—+23,949——$408.3K—2026-10-07
Center for Wealth Management Advisory
DECREASED23,85231,756-7,904-25%$567.8K$406.7K-$161.1K2026-10-23
YHB Investment Advisors, Inc.
NEW22,948—+22,948——$391.3K—2026-10-08
True Private Wealth Advisors
INCREASED22,88822,642+246+1%$404.8K$390.2K-$14.6K2026-10-19
Key Capital Management, Inc
INCREASED22,742222+22,520+10144%$4.0K$384.8K+$380.8K2026-11-03
Park Edge Advisors, LLC
INCREASED22,41922,141+278+1%$395.9K$382.3K-$13.6K2026-10-28
SteelPeak Wealth, LLC
INCREASED22,37519,454+2,921+15%$347.8K$381.5K+$33.7K2026-10-16
First Trust Capital Management L.P.
NEW22,222—+22,222——$377.1K—2026-11-06
Pinnacle Associates LTD
DECREASED22,00524,505-2,500-10%$438.1K$375.2K-$63.0K2026-10-20
Leo Wealth, LLC
NEW22,001—+22,001——$375.1K—2026-10-26
Tortuga Wealth Management, Inc
DECREASED21,93721,938-10%$392.3K$374.0K-$18.2K2026-10-27
Cyndeo Wealth Partners, LLC
DECREASED21,14923,428-2,279-10%$418.9K$360.6K-$58.3K2026-10-16
Omni 360 Wealth, Inc.
UNCHANGED21,00021,00000%$375.5K$358.1K-$17.4K2026-10-13
Robertson Stephens Wealth Management, LLC
DECREASED20,85021,920-1,070-5%$391.9K$355.5K-$36.4K2026-10-16
First Financial Group Corp
UNCHANGED20,38520,38500%$364.5K$347.6K-$16.9K2026-10-22
Capital Investment Advisors, LLC
DECREASED19,81821,700-1,882-9%$388.0K$337.9K-$50.1K2026-10-22
Sensible Money, LLC
INCREASED19,22618,870+356+2%$337.4K$327.8K-$9.6K2026-10-20
Asset Dedication, LLC
INCREASED19,22618,870+356+2%$337.4K$327.8K-$9.6K2026-11-03
Balboa Wealth Partners
INCREASED19,21218,241+971+5%$326.1K$327.6K+$1.4K2026-10-20
Stableford Capital II LLC
DECREASED18,75927,270-8,511-31%$487.6K$319.8K-$167.7K2026-10-09
Essential Investment Partners LLC
NEW18,709—+18,709——$319.0K—2026-10-27
E&G Advisors, LLC
DECREASED18,43819,168-730-4%$342.7K$314.4K-$28.4K2026-10-13
Pinnacle Wealth Management Advisory Group, LLC
DECREASED18,35518,855-500-3%$337.1K$313.0K-$24.2K2026-10-23
Arwa LLC
NEW17,795—+17,795——$303.4K—2026-10-21
Quartz Partners, LLC
UNCHANGED17,75217,75200%$317.4K$302.7K-$14.7K2026-11-03
Perigon Wealth Management, LLC
INCREASED17,40015,486+1,914+12%$276.9K$296.7K+$19.8K2026-10-22
Y-Intercept (Hong Kong) Ltd
NEW17,173—+17,173——$292.8K—2026-10-16
Helium Advisors LLC
INCREASED16,58016,327+253+2%$291.9K$282.7K-$9.2K2026-10-23
Atlas Private Wealth Advisors
DECREASED16,41420,505-4,091-20%$366.6K$279.9K-$86.8K2026-10-23
Investmark Advisory Group LLC
INCREASED16,24416,164+80+0%$289.0K$277.0K-$12.0K2026-10-27
RFG Advisory, LLC
DECREASED16,05518,132-2,077-11%$324.2K$273.7K-$50.5K2026-11-03
Diversified Enterprises, LLC
DECREASED15,98024,264-8,284-34%$433.8K$272.5K-$161.4K2026-10-19
Mascagni Wealth Management, Inc.
NEW15,789—+15,789——$269.2K—2026-10-23
Altus Wealth Group LLC
DECREASED15,73133,127-17,396-53%$592.3K$268.2K-$324.1K2026-10-20
Venture Visionary Partners LLC
INCREASED15,67815,268+410+3%$273.0K$267.3K-$5.7K2026-10-07
NTV Asset Management LLC
NEW15,100—+15,100——$257.5K—2026-10-23
Integris Wealth Management, LLC
UNCHANGED15,00015,00000%$268.2K$255.8K-$12.5K2026-10-14
Smithbridge Asset Management Inc
UNCHANGED14,97214,97200%$267.7K$255.3K-$12.4K2026-10-19
Legacy Edge Advisors, LLC
INCREASED14,57713,272+1,305+10%$237.3K$248.5K+$11.2K2026-11-06
Endowment Wealth Management, Inc.
INCREASED14,32910,440+3,889+37%$186.7K$244.3K+$57.6K2026-11-03
Lodestar Private Asset Management LLC
DECREASED14,22815,749-1,521-10%$281.6K$242.6K-$39.0K2026-10-26
Indivisible Partners
DECREASED14,07915,354-1,275-8%$274.5K$240.0K-$34.5K2026-10-26
Prime Capital Investment Advisors, LLC
INCREASED13,98013,975+5+0%$249.9K$238.4K-$11.5K2026-10-20
Cornell Pochily Investment Advisors, Inc.
DECREASED13,96915,115-1,146-8%$270.3K$238.2K-$32.1K2026-10-19
Key Client Fiduciary Advisors, LLC
INCREASED13,38913,370+19+0%$239.1K$228.3K-$10.8K2026-10-19
Capital Square, LLC
DECREASED13,24313,390-147-1%$240.1K$226.0K-$14.1K2026-10-19
J. L. Bainbridge & Co., Inc.
UNCHANGED13,10513,10500%$234.3K$223.4K-$10.9K2026-10-20
Daymark Wealth Partners, LLC
DECREASED13,09321,019-7,926-38%$375.8K$223.2K-$152.6K2026-11-04
Thompson Siegel & Walmsley LLC
UNCHANGED13,00713,00700%$233.0K$222.0K-$11.0K2026-11-05
Partners Wealth Management, LLC
INCREASED12,81611,331+1,485+13%$202.6K$218.5K+$15.9K2026-10-28
Focus Financial Network, Inc.
DECREASED12,71112,738-270%$227.8K$216.7K-$11.0K2026-10-14
City Center Advisors, LLC
INCREASED12,51311,149+1,364+12%$199.3K$213.4K+$14.0K2026-10-08
Econ Financial Services Corp
DECREASED12,338186,897-174,559-93%$3.3M$210.4K-$3.1M2026-10-19
Blue Zone Wealth Advisors, LLC
INCREASED12,32311,662+661+6%$208.5K$210.1K+$1.6K2026-10-19
Clear Creek Financial Management, LLC
DECREASED12,23516,853-4,618-27%$301.3K$208.6K-$92.7K2026-10-28
Everest Financial Group LLC
DECREASED12,10014,100-2,000-14%$252.1K$206.3K-$45.8K2026-11-06
Advanced Asset Management Advisors Inc
UNCHANGED12,00012,00000%$214.6K$204.6K-$10.0K2026-10-20
Vise Technologies, Inc.
NEW11,147—+11,147——$190.1K—2026-10-29
Oak Harvest Investment Services
NEW11,084—+11,084——$189.0K—2026-10-20
ASL Financial, LLC
UNCHANGED11,00011,00000%$196.7K$187.6K-$9.1K2026-10-15
PNC Financial Services Group, Inc.
DECREASED10,86013,470-2,610-19%$240.8K$185.2K-$55.7K2026-11-06
Mather Group, Llc.
UNCHANGED10,57710,57700%$189.1K$180.3K-$8.8K2026-10-14
Founders Financial Securities LLC
DECREASED10,35910,802-443-4%$193.1K$176.6K-$16.5K2026-10-28
MBE Wealth Management, LLC
INCREASED10,35310,073+280+3%$180.1K$176.5K-$3.6K2026-10-26
Encompass More Asset Management
INCREASED10,24710,240+7+0%$183.1K$174.7K-$8.4K2026-10-16
Security National Bank
UNCHANGED10,24710,24700%$183.2K$174.7K-$8.5K2026-10-26
Pinnacle Financial Group, LLC / IL
NEW10,221—+10,221——$174.3K—2026-10-29
Wealthcare Advisory Partners LLC
DECREASED10,04813,062-3,014-23%$233.5K$171.3K-$62.2K2026-10-21
SYM Financial Corp
NEW10,000—+10,000——$170.5K—2026-10-26
Hazlett, Burt & Watson, Inc.
UNCHANGED8,4878,48700%$40.1K$22.1K-$18.0K2026-11-04
Elevation Wealth Partners, LLC
INCREASED7,6267,575+51+1%$135.4K$130.0K-$5.4K2026-10-07
Root Financial Partners, LLC
NEW7,259—+7,259——$123.8K—2026-10-21
DeDora Capital, Inc.
NEW4,691—+4,691——$80.0K—2026-10-26
Hilton Head Capital Partners, LLC
DECREASED4,6874,696-90%$84.0K$79.9K-$4.1K2026-10-23
Clearstead Advisors, LLC
INCREASED3,6003,590+10+0%$64.2K$61.4K-$2.8K2026-11-06
UMB Bank, n.a.
UNCHANGED3,3953,39500%$60.7K$57.9K-$2.8K2026-11-06
Rossby Financial, LCC
INCREASED3,2402,981+259+9%$53.3K$55.2K+$1.9K2026-11-05
Rosenberg Matthew Hamilton
UNCHANGED3,1433,14300%$56.2K$53.6K-$2.6K2026-10-05
Avion Wealth
UNCHANGED2,8502,85000%$50$48-$22026-11-04
Investors Research Corp
INCREASED2,7212,574+147+6%$46.0K$46.4K+$3702026-10-07
CoreCap Advisors, LLC
UNCHANGED2,7052,70500%$48.4K$46.1K-$2.2K2026-10-08
Versant Capital Management, Inc
NEW2,614—+2,614——$44.6K—2026-10-02
Golden State Wealth Management, LLC
DECREASED1,95046,591-44,641-96%$833.1K$33.2K-$799.8K2026-11-02
Ascentis Independent Advisors
NEW1,851—+1,851——$31.6K—2026-11-03
Dhjj Financial Advisors, Ltd.
DECREASED1,5321,732-200-12%$31.0K$26.1K-$4.8K2026-10-23
Larson Financial Group LLC
UNCHANGED1,5001,50000%$26.8K$25.6K-$1.2K2026-11-05
Ameliora Wealth Management Ltd.
UNCHANGED1,4311,43100%$25.6K$24.4K-$1.2K2026-10-23
Capital Advisors, Ltd. LLC
DECREASED1,3941,943-549-28%$35$24.0K+$24.0K2026-10-27
Raleigh Capital Management Inc.
DECREASED1,2751,712-437-26%$30.6K$21.7K-$8.9K2026-10-28
Piscataqua Savings Bank
UNCHANGED1,2001,20000%$21.4K$20.4K-$9962026-10-21
First Horizon Corp
UNCHANGED1,0791,07900%$19.3K$18.4K-$8962026-10-26
Whipplewood Advisors, LLC
NEW1,000—+1,000——$17.1K—2026-10-20
Community Financial Services Group, LLC
UNCHANGED1,0001,00000%$17.9K$17.1K-$8302026-10-15
Armstrong Advisory Group, Inc
UNCHANGED96996900%$17.3K$16.5K-$8042026-10-09
NBT Bank, N.A.
INCREASED854594+260+44%$10.6K$14.6K+$3.9K2026-10-21
Main Street Group, LTD
UNCHANGED85085000%$15.2K$14.5K-$7052026-10-28
Smallwood Wealth Investment Management, LLC
DECREASED768824-56-7%$14.7K$13.1K-$1.6K2026-10-30
Cape Investment Advisory, Inc.
UNCHANGED70070000%$12.5K$11.9K-$5812026-10-13
JFS Wealth Advisors, LLC
INCREASED675667+8+1%$11.9K$11.5K-$4122026-11-03
Signature Equity Partners, LLC
NEW501—+501——$8.5K—2026-10-29
Washington Trust Advisors, Inc.
UNCHANGED48748700%$8.7K$8.3K-$4052026-10-22
Kelleher Financial Advisors
DECREASED414828-414-50%$14.8K$7.1K-$7.7K2026-10-30
Pinnacle Bancorp, Inc.
UNCHANGED38038000%$6.8K$6.5K-$3152026-10-21
Vision Financial Markets LLC
INCREASED337332+5+2%$5.9K$5.7K-$1982026-10-22
Assetmark, Inc
DECREASED3311,620-1,289-80%$29.0K$5.6K-$23.3K2026-10-21
Tounjian Advisory Partners, LLC
DECREASED328432-104-24%$7.7K$5.6K-$2.1K2026-11-04
Latitude Advisors, LLC
NEW322—+322——$5.5K—2026-10-27
First United Bank & Trust
UNCHANGED22022000%$3.9K$3.8K-$1832026-10-22
Quest 10 Wealth Builders, Inc.
INCREASED175111+64+58%$2.0K$3.0K+$9992026-11-02
GK Wealth Management LLC
NEW161—+161——$2.7K—2026-10-09
CX Institutional
DECREASED1501,389-1,239-89%$25$3-$222026-10-02
Financial Network Wealth Advisors LLC
INCREASED122121+1+1%$2.2K$2.1K-$682026-10-28
Bayban
UNCHANGED10510500%$1.9K$1.9K$02026-11-05
SBI Securities Co., Ltd.
UNCHANGED10410400%$1.9K$1.8K-$872026-10-22
Pinnacle Wealth Planning Services, Inc.
UNCHANGED939300%$1.7K$1.6K-$772026-10-27
Simplex Trading, LLC
NEW74—+74——$1.3K—2026-11-04
Elevated Capital Advisors, LLC
UNCHANGED555500%$983$938-$452026-11-04
Silver Grove Financial Group, Inc.
UNCHANGED414100%$733$699-$342026-11-05
Signaturefd, LLC
UNCHANGED353500%$626$597-$292026-10-23
Lloyd Advisory Services, Llc.
INCREASED1918+1+6%$328$318-$102026-11-02
NBH Bank
NEW11—+11——$188—2026-11-05
Allspring Global Investments Holdings, LLC
NEW2—+2——$31—2026-11-04
Uniting Wealth Partners, LLC
CLOSED0313,744-313,744-100%$5.6M$0-$5.6M2026-11-06
Elevation Point Wealth Partners, LLC
CLOSED0215,332-215,332-100%$3.9M$0-$3.9M2026-11-05
Providence First Trust Co
CLOSED0106,745-106,745-100%$1.9M$0-$1.9M2026-11-02
Scarborough Advisors, LLC
CLOSED056,263-56,263-100%$1.0M$0-$1.0M2026-10-16
Boyce & Associates Wealth Consulting, Inc.
CLOSED049,597-49,597-100%$886.8K$0-$886.8K2026-10-14
Vermillion Wealth Management, Inc.
CLOSED024,322-24,322-100%$434.9K$0-$434.9K2026-10-26
BIP Wealth, LLC
CLOSED015,506-15,506-100%$277.2K$0-$277.2K2026-10-22
Money Concepts Capital Corp
CLOSED014,553-14,553-100%$260.2K$0-$260.2K2026-11-06
Wagner Wealth Management, Corp
CLOSED013,984-13,984-100%$250.0K$0-$250.0K2026-10-20
Hudson Capital Management LLC
CLOSED012,595-12,595-100%$225.2K$0-$225.2K2026-10-20
Huntleigh Advisors, Inc.
CLOSED012,287-12,287-100%$219.7K$0-$219.7K2026-11-03
Crossmark Global Holdings, Inc.
CLOSED011,174-11,174-100%$199.8K$0-$199.8K2026-10-21
AdvisorNet Financial, Inc
CLOSED07,970-7,970-100%$142.5K$0-$142.5K2026-10-15
Nfsg Corp
CLOSED02,608-2,608-100%$46.6K$0-$46.6K2026-10-15
Cassaday & Co Wealth Management LLC
CLOSED0618-618-100%$11.1K$0-$11.1K2026-10-27
Vima LLC
CLOSED0550-550-100%$9.8K$0-$9.8K2026-10-23
Institute for Wealth Management, Llc.
CLOSED0541-541-100%$9.7K$0-$9.7K2026-11-06
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0519-519-100%$9.3K$0-$9.3K2026-10-14
Plante Moran Financial Advisors, LLC
CLOSED0493-493-100%$8.8K$0-$8.8K2026-11-04
LifeSteps Financial, Inc.
CLOSED0122-122-100%$2.2K$0-$2.2K2026-10-15
Spectrum Wealth Advisory Group, LLC
CLOSED047-47-100%$843$0-$8432026-10-29
Morgan Stanley
N/A—53,554,746-53,554,746-100%$957.6M———
Royal Bank of Canada
N/A—19,584,015-19,584,015-100%$350.2M———
Wells Fargo & Company
N/A—18,324,364-18,324,364-100%$327.6M———
Raymond James Financial Inc
N/A—10,005,158-10,005,158-100%$178.9M———
UBS Group AG
N/A—9,120,419-9,120,419-100%$163.1M———
Bank of America Corp
N/A—9,085,190-9,085,190-100%$162.4M———
Ameriprise Financial Inc
N/A—5,248,497-5,248,497-100%$93.8M———
HighTower Advisors, LLC
N/A—3,472,189-3,472,189-100%$62.1M———
Cetera Investment Advisers
N/A—3,276,892-3,276,892-100%$58.6M———
Stifel Financial Corp
N/A—2,606,231-2,606,231-100%$46.6M———
Envestnet Asset Management Inc
N/A—2,516,214-2,516,214-100%$45.0M———
MAI Capital Management
N/A—2,219,975-2,219,975-100%$39.7M———
Osaic Holdings, Inc.
N/A—2,216,273-2,216,273-100%$39.6M———
Advisory Alpha, LLC
N/A—2,184,822-2,184,822-100%$39.1M———
Rockefeller Capital Management L.P.
N/A—2,041,355-2,041,355-100%$36.5M———
Baird Financial Group, Inc.
N/A—2,028,641-2,028,641-100%$36.3M———
Northwestern Mutual Wealth Management Co
N/A—1,550,463-1,550,463-100%$27.7M———
Affinity Wealth Management LLC
N/A—1,508,832-1,508,832-100%$27.0M———
Janney Montgomery Scott LLC
N/A—1,115,602-1,115,602-100%$19.9M———
Steward Partners Investment Advisory, LLC
N/A—1,102,564-1,102,564-100%$19.7M———
Arax Advisory Partners
N/A—894,648-894,648-100%$16.0M———
Waverly Advisors, LLC
N/A—842,725-842,725-100%$15.1M———
&partners
N/A—790,728-790,728-100%$14.1M———
Fiduciary Financial Advisors
N/A—787,556-787,556-100%$14.1M———
Ameritas Investment Partners, Inc.
N/A—754,936-754,936-100%$13.5M———
JPMorgan Chase & Co
N/A—741,502-741,502-100%$13.3M———
Jones Financial Companies Lllp
N/A—735,831-735,831-100%$13.1M———
Wealthspire Retirement, LLC
N/A—634,468-634,468-100%$11.3M———
MML Investors Services, LLC
N/A—630,773-630,773-100%$11.3M———
Trinity Legacy Partners, LLC
N/A—628,202-628,202-100%$11.3M———
Bank of Montreal
N/A—611,306-611,306-100%$10.9M———
Summit Financial, LLC
N/A—546,256-546,256-100%$9.8M———
Glassy Mountain Advisors, Inc.
N/A—537,655-537,655-100%$9.6M———
Mariner, LLC
N/A—502,570-502,570-100%$9.0M———
Mercer Global Advisors Inc
N/A—494,301-494,301-100%$8.8M———
Larch Capital Partners LLC
N/A—483,745-483,745-100%$8.6M———
Prasad Wealth Partners, LLC
N/A—470,663-470,663-100%$8.4M———
Gladstone Institutional Advisory LLC
N/A—467,096-467,096-100%$8.4M———
Equitable Holdings, Inc.
N/A—464,148-464,148-100%$8.3M———
Kinloch Capital, LLC
N/A—450,032-450,032-100%$8.0M———
Harbour Investments, Inc.
N/A—440,514-440,514-100%$7.9M———
Stephens Inc
N/A—395,161-395,161-100%$7.1M———
Blackhawk Capital Partners, LLC
N/A—387,592-387,592-100%$6.9M———
First Trust Advisors LP
N/A—357,462-357,462-100%$6.4M———
IMA Advisory Services, Inc.
N/A—342,759-342,759-100%$6.1M———
Ironwood Investment Counsel, LLC
N/A—338,684-338,684-100%$6.1M———
Private Advisor Group, LLC
N/A—328,945-328,945-100%$5.9M———
Traction Financial Partners, LLC
N/A—318,020-318,020-100%$5.7M———
Integrated Wealth Concepts LLC
N/A—296,706-296,706-100%$5.3M———
Kingsview Wealth Management, LLC
N/A—279,968-279,968-100%$5.0M———
Vestmark Advisory Solutions, Inc.
N/A—270,705-270,705-100%$4.8M———
Twin Peaks Wealth Advisors, LLC
N/A—253,137-253,137-100%$4.5M———
Bluespring Wealth Management, LLC
N/A—248,590-248,590-100%$4.4M———
Captrust Financial Advisors
N/A—240,907-240,907-100%$4.3M———
Note Advisors, LLC
N/A—235,753-235,753-100%$4.2M———
Western Wealth Management, LLC
N/A—234,136-234,136-100%$4.2M———
Gallagher Fiduciary Advisors, LLC
N/A—229,813-229,813-100%$4.1M———
Private Wealth Asset Management, LLC
N/A—229,811-229,811-100%$4.1M———
Snowden Capital Advisors LLC
N/A—221,141-221,141-100%$4.0M———
Flputnam Investment Management Co
N/A—200,276-200,276-100%$3.6M———
Prosperity Consulting Group, LLC
N/A—199,335-199,335-100%$3.6M———
IHT Wealth Management, LLC
N/A—191,675-191,675-100%$3.4M———
Benjamin Edwards Inc
N/A—181,293-181,293-100%$3.2M———
Beacon Pointe Advisors, LLC
N/A—167,859-167,859-100%$3.0M———
Prostatis Group LLC
N/A—139,035-139,035-100%$2.5M———
Icon Wealth Advisors, LLC
N/A—134,295-134,295-100%$2.4M———
Ritter Daniher Financial Advisory LLC / de
N/A—125,201-125,201-100%$2.2M———
OneDigital Investment Advisors LLC
N/A—120,753-120,753-100%$2.2M———
AE Wealth Management LLC
N/A—120,302-120,302-100%$2.2M———
Perennial Investment Advisors, LLC
N/A—113,337-113,337-100%$2.0M———
Global Retirement Partners, LLC
N/A—108,245-108,245-100%$1.9M———
KMT Wealth Management, LLC
N/A—106,305-106,305-100%$1.9M———
Kovack Advisors, Inc.
N/A—105,567-105,567-100%$1.9M———
HRT Financial LP
N/A—100,697-100,697-100%$1.8M———
Dakota Wealth Management
N/A—95,233-95,233-100%$1.7M———
Arete Wealth Advisors, LLC
N/A—94,693-94,693-100%$1.7M———
Silver OAK Securities, Incorporated
N/A—94,061-94,061-100%$1.7M———
Geneos Wealth Management Inc.
N/A—91,584-91,584-100%$1.6M———
Harvest Investment Services, LLC
N/A—90,059-90,059-100%$1.6M———
NewEdge Advisors, LLC
N/A—89,275-89,275-100%$1.6M———
Renaissance Technologies LLC
N/A—82,694-82,694-100%$1.5M———
FAS Wealth Partners, Inc.
N/A—78,869-78,869-100%$1.4M———
Arkadios Wealth Advisors
N/A—64,577-64,577-100%$1.2M———
PCG Wealth Advisors, LLC
N/A—64,074-64,074-100%$1.1M———
Principal Securities, Inc.
N/A—62,944-62,944-100%$1.1M———
Pine Valley Investments Ltd Liability Co
N/A—61,729-61,729-100%$1.1M———
Focus Partners Advisor Solutions, LLC
N/A—60,925-60,925-100%$1.1M———
Brown Advisory Inc
N/A—57,111-57,111-100%$1.0M———
National Philanthropic Trust
N/A—53,677-53,677-100%$959.7K———
SOA Wealth Advisors, Llc.
N/A—53,303-53,303-100%$53.3K———
Advisory Services Network, LLC
N/A—52,804-52,804-100%$944.1K———
Trustmark Bank Trust Department
N/A—50,439-50,439-100%$901.8K———
Tudor Financial Inc.
N/A—49,937-49,937-100%$892.9K———
Jaffetilchin Investment Partners, LLC
N/A—47,073-47,073-100%$841.7K———
Cary Street Partners Financial LLC
N/A—46,662-46,662-100%$834.3K———
Mutual Advisors, LLC
N/A—46,639-46,639-100%$833.9K———
Wiser Advisor Group LLC
N/A—43,530-43,530-100%$778.3K———
Oder Investment Management, LLC
N/A—40,523-40,523-100%$724.5K———
MJP Associates Inc
N/A—39,561-39,561-100%$707.3K———
IFG Advisory, LLC
N/A—39,245-39,245-100%$701.7K———
FSB Premier Wealth Management, Inc.
N/A—36,800-36,800-100%$658.0K———
Whittier Trust Co
N/A—36,199-36,199-100%$650.9K———
Insigneo Advisory Services, LLC
N/A—35,730-35,730-100%$638.9K———
Brookwood Investment Group LLC
N/A—34,968-34,968-100%$625.2K———
Berger Financial Group, Inc
N/A—34,569-34,569-100%$618.1K———
Matrix Private Capital Group LLC
N/A—34,109-34,109-100%$609.9K———
Belpointe Asset Management LLC
N/A—33,648-33,648-100%$601.6K———
IFS Group,LLC
N/A—28,736-28,736-100%$513.8K———
Proactive Wealth Strategies LLC
N/A—28,083-28,083-100%$502.1K———
CIBC Bancorp USA Inc.
N/A—27,953-27,953-100%$499.8K———
Pursuit Wealth Strategies, LLC
N/A—27,524-27,524-100%$492.1K———
Pallas Capital Advisors LLC
N/A—25,406-25,406-100%$454.3K———
Coastwise Capital Group, LLC
N/A—23,919-23,919-100%$427.7K———
Centaurus Financial, Inc.
N/A—23,751-23,751-100%$425.0K———
WCG Wealth Advisors LLC
N/A—23,034-23,034-100%$411.8K———
Keystone Financial Group
N/A—22,654-22,654-100%$405.0K———
Prospect Financial Services LLC
N/A—22,541-22,541-100%$403.0K———
Envestnet Portfolio Solutions, Inc.
N/A—21,805-21,805-100%$389.9K———
Schnieders Capital Management, Llc.
N/A—21,590-21,590-100%$386.0K———
GeoWealth Management, LLC
N/A—21,333-21,333-100%$381.4K———
Quadrature Capital Ltd
N/A—21,224-21,224-100%$379.5K———
Ausdal Financial Partners, Inc.
N/A—21,050-21,050-100%$376.4K———
Huntington National Bank
N/A—20,858-20,858-100%$372.9K———
Gateway Wealth Partners, LLC
N/A—20,042-20,042-100%$358.3K———
Topsail Wealth Management, LLC
N/A—19,606-19,606-100%$350.6K———
Summit Wealth Partners, LLC
N/A—19,281-19,281-100%$344.8K———
Quantinno Capital Management LP
N/A—19,087-19,087-100%$341.3K———
AQR Capital Management LLC
N/A—18,997-18,997-100%$339.7K———
Two Sigma Securities, LLC
N/A—18,969-18,969-100%$339.2K———
Vines Capital Management, LLC
N/A—17,292-17,292-100%$309.2K———
Pinnacle Financial Partners, Inc.
N/A—16,761-16,761-100%$299.7K———
Composition Wealth, LLC
N/A—16,143-16,143-100%$288.6K———
Mayflower Financial Advisors, LLC
N/A—16,048-16,048-100%$286.9K———
Sequoia Financial Advisors, LLC
N/A—15,989-15,989-100%$285.9K———
BNP Paribas Financial Markets
N/A—15,522-15,522-100%$277.5K———
HighPoint Advisor Group LLC
N/A—15,405-15,405-100%$275.4K———
Vista Investment Management
N/A—15,300-15,300-100%$273.6K———
RPg Family Wealth Advisory, LLC
N/A—15,238-15,238-100%$272.5K———
Garden State Investment Advisory Services LLC
N/A—14,693-14,693-100%$262.7K———
Risk Paradigm Group, LLC
N/A—14,558-14,558-100%$260.3K———
Intellectus Partners, LLC
N/A—14,228-14,228-100%$254.4K———
Stonebridge Financial Group, LLC
N/A—14,040-14,040-100%$251.0K———
Keebeck Wealth Management
N/A—13,700-13,700-100%$245.0K———
Cerity Partners LLC
N/A—13,697-13,697-100%$244.9K———
Seaview Investment Managers LLC
N/A—13,287-13,287-100%$237.6K———
Aspen Wealth Strategies, LLC
N/A—12,916-12,916-100%$230.9K———
Shufro Rose & Co LLC
N/A—12,700-12,700-100%$227.1K———
1776 Wealth LLC
N/A—12,694-12,694-100%$227.0K———
Great Valley Advisor Group, Inc.
N/A—12,565-12,565-100%$225.1K———
Hilltop Holdings Inc.
N/A—12,490-12,490-100%$223.3K———
Waterloo Capital, L.P.
N/A—12,475-12,475-100%$223.1K———
Concentrum Wealth Management
N/A—12,208-12,208-100%$218.3K———
Strategic Financial Partners, Ltd.
N/A—11,736-11,736-100%$209.8K———
Novak & Powell Financial Services, Inc.
N/A—11,677-11,677-100%$208.8K———
Xcelsior Advisor Partners LLC
N/A—11,540-11,540-100%$206.3K———
Cresset Asset Management, LLC
N/A—11,350-11,350-100%$202.9K———
Medallion Wealth Advisors, LLC
N/A—11,168-11,168-100%$199.7K———
Sound View Wealth Advisors Group, LLC
N/A—11,119-11,119-100%$198.8K———
Owen LaRue, LLC
N/A—10,723-10,723-100%$191.7K———
Meridian Wealth Advisors, LLC
N/A—10,665-10,665-100%$190.7K———
Cozad Asset Management Inc
N/A—10,563-10,563-100%$188.9K———
BFC Planning, Inc.
N/A—8,983-8,983-100%$160.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—8,232-8,232-100%$147.2K———
Caldwell Sutter Capital, Inc.
N/A—7,844-7,844-100%$140.3K———
Measured Wealth Private Client Group, LLC
N/A—7,075-7,075-100%$126.5K———
Brown Brothers Harriman & Co
N/A—5,013-5,013-100%$89.6K———
Capital Analysts, LLC
N/A—5,012-5,012-100%$90.0K———
SouthState Bank Corp
N/A—5,000-5,000-100%$89.4K———
Mpwm Advisory Solutions, LLC
N/A—4,916-4,916-100%$87.9K———
S&T Bank
N/A—3,389-3,389-100%$60.6K———
SHP Wealth Management
N/A—2,911-2,911-100%$52.0K———
Bellevue Asset Management, LLC
N/A—2,759-2,759-100%$49.3K———
Dunhill Financial, LLC
N/A—2,742-2,742-100%$49.0K———
National Bank of Canada
N/A—2,686-2,686-100%$48.0K———
Front Row Advisors LLC
N/A—2,500-2,500-100%$44.4K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—2,470-2,470-100%$44.2K———
FMR LLC
N/A—2,109-2,109-100%$37.7K———
Consultiva Wealth Management, Corp.
N/A—1,874-1,874-100%$33.5K———
Allied Private Wealth LLC
N/A—1,670-1,670-100%$29.9K———
Timbuktu Capital Management, LLC
N/A—1,500-1,500-100%$26.8K———
Colonial Trust Advisors
N/A—1,474-1,474-100%$26.4K———
Keating Financial Advisory Services, Inc.
N/A—1,458-1,458-100%$26.1K———
Smithfield Trust Co
N/A—1,303-1,303-100%$23———
Evelyn Partners Group Ltd
N/A—1,250-1,250-100%$22.4K———
Ameriflex Group, Inc.
N/A—1,226-1,226-100%$21.9K———
Prestige Wealth Management Group LLC
N/A—800-800-100%$14.3K———
UBS Asset Management Americas LLC
N/A—700-700-100%$12.5K———
Whittier Trust Co of Nevada Inc
N/A—696-696-100%$12.5K———
PIN OAK Investment Advisors Inc
N/A—628-628-100%$11———
Basepoint Wealth LLC
N/A—492-492-100%$8.8K———
Synergy Investment Management, LLC
N/A—478-478-100%$8.5K———
Imprint Wealth LLC
N/A—425-425-100%$7.6K———
Investors Portfolio Services LLC
N/A—379-379-100%$6.8K———
Colonial Trust Co / SC
N/A—299-299-100%$5.4K———
Migdal Insurance & Financial Holdings Ltd.
N/A—264-264-100%$4.7K———
Strategic Wealth Partners, Ltd.
N/A—216-216-100%$3.9K———
Caitlin John, LLC
N/A—165-165-100%$3.0K———
Benson Wealth Management Inc
N/A—133-133-100%$2.4K———
Tower Research Capital LLC (TRC)
N/A—124-124-100%$2.2K———
Smartleaf Asset Management LLC
N/A—31-31-100%$563———
Showing 499 of 499 institutions