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First Trust LOW Duration OPP (LMBS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
INCREASED
Shares1,625,681 from 1,533,711
Change+91,970 (+6%)
Value$78.8M (+$2.4M)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares1,349,939 from 1,315,350
Change+34,589 (+3%)
Value$65.4M (-$60.1K)
Filed 2026-10-16
Csenge Advisory Group
INCREASED
Shares957,878 from 901,794
Change+56,084 (+6%)
Value$46.4M (+$1.5M)
Filed 2026-11-04
Assetmark, Inc
INCREASED
Shares737,499 from 643,298
Change+94,201 (+15%)
Value$35.7M (+$3.7M)
Filed 2026-10-21
Aaron Wealth Advisors LLC
INCREASED
Shares626,833 from 619,993
Change+6,840 (+1%)
Value$30.4M (-$486.9K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares614,280 from 749,561
Change-135,281 (-18%)
Value$29.8M (-$7.5M)
Filed 2026-11-02
Trilogy Capital Inc.
INCREASED
Shares604,813 from 574,767
Change+30,046 (+5%)
Value$29.3M (+$697.3K)
Filed 2026-10-20
Walkner Condon Financial Advisors LLC
INCREASED
Shares568,608 from 471,806
Change+96,802 (+21%)
Value$27.6M (+$4.1M)
Filed 2026-11-02
Prospera Financial Services Inc
INCREASED
Shares567,429 from 524,477
Change+42,952 (+8%)
Value$27.8M (+$1.7M)
Filed 2026-11-04
Financial Enhancement Group LLC
NEW
Shares537,884
Change+537,884
Value$26.1M
Filed 2026-10-08
Brookstone Capital Management
INCREASED
Shares466,172 from 448,829
Change+17,343 (+4%)
Value$22.6M (+$248.0K)
Filed 2026-10-22
Inspirion Wealth Advisors, LLC
INCREASED
Shares427,270 from 420,465
Change+6,805 (+2%)
Value$20.7M (-$183.2K)
Filed 2026-10-09
Carrera Capital Advisors
INCREASED
Shares397,160 from 373,946
Change+23,214 (+6%)
Value$19.2M (+$631.4K)
Filed 2026-11-03
Heck Capital Advisors, LLC
DECREASED
Shares384,997 from 559,940
Change-174,943 (-31%)
Value$18.7M (-$9.2M)
Filed 2026-10-14
Truist Financial Corp
INCREASED
Shares363,830 from 327,531
Change+36,299 (+11%)
Value$17.6M (+$1.3M)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares358,049 from 305,911
Change+52,138 (+17%)
Value$17.4M (+$2.1M)
Filed 2026-11-02
Redhawk Wealth Advisors, Inc.
INCREASED
Shares356,372 from 260,632
Change+95,740 (+37%)
Value$17.3M (+$4.3M)
Filed 2026-10-14
Kestra Private Wealth Services, LLC
INCREASED
Shares355,931 from 352,904
Change+3,027 (+1%)
Value$17.2M (-$319.1K)
Filed 2026-10-30
TL Private Wealth
DECREASED
Shares348,651 from 351,110
Change-2,459 (-1%)
Value$17.0M (-$449.6K)
Filed 2026-10-13
Prism Advisors, Inc.
INCREASED
Shares344,206 from 316,571
Change+27,635 (+9%)
Value$16.7M (+$986.7K)
Filed 2026-10-09
Fairvoy Private Wealth, LLC
DECREASED
Shares323,800 from 336,370
Change-12,570 (-4%)
Value$15.7M (-$1.1M)
Filed 2026-10-19
Secure Asset Management, LLC
INCREASED
Shares319,464 from 296,908
Change+22,556 (+8%)
Value$15.5M (+$701.2K)
Filed 2026-10-19
Clifford Swan Investment Counsel LLC
INCREASED
Shares304,662 from 303,619
Change+1,043 (+0%)
Value$14.8M (-$350.2K)
Filed 2026-11-05
Weitzel Financial Services, Inc.
INCREASED
Shares276,309 from 267,156
Change+9,153 (+3%)
Value$13.4M (+$107.1K)
Filed 2026-10-16
Adamsbrown Wealth Consultants LLC
INCREASED
Shares261,239 from 258,802
Change+2,437 (+1%)
Value$12.7M (-$223.5K)
Filed 2026-10-20
Ashton Thomas Private Wealth, LLC
INCREASED
Shares254,299 from 221,517
Change+32,782 (+15%)
Value$12.3M (+$1.3M)
Filed 2026-11-03
Searcy Financial Services Inc
DECREASED
Shares246,067 from 421,868
Change-175,801 (-42%)
Value$11.9M (-$9.1M)
Filed 2026-10-07
Certified Advisory Corp
INCREASED
Shares244,128 from 219,609
Change+24,519 (+11%)
Value$11.8M (+$898.3K)
Filed 2026-10-29
Clear Creek Financial Management, LLC
DECREASED
Shares235,027 from 313,206
Change-78,179 (-25%)
Value$11.4M (-$4.2M)
Filed 2026-10-28
PFS Partners, LLC
DECREASED
Shares234,867 from 236,514
Change-1,647 (-1%)
Value$11.4M (-$392.0K)
Filed 2026-10-21
Grove Bank & Trust
INCREASED
Shares232,966 from 219,414
Change+13,552 (+6%)
Value$11.3M (+$367.1K)
Filed 2026-10-08
Farther Finance Advisors, LLC
INCREASED
Shares231,276 from 185,519
Change+45,757 (+25%)
Value$11.2M (+$2.0M)
Filed 2026-10-08
Wesbanco Bank Inc
INCREASED
Shares230,286 from 225,332
Change+4,954 (+2%)
Value$11.2M (-$57.4K)
Filed 2026-11-04
Citigroup Inc
INCREASED
Shares228,512 from 215,629
Change+12,883 (+6%)
Value$11.1M (+$339.7K)
Filed 2026-11-04
Creative Financial Designs Inc
INCREASED
Shares227,032 from 2,144
Change+224,888 (+10489%)
Value$11.0M (+$10.9M)
Filed 2026-11-04
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares221,950 from 208,640
Change+13,310 (+6%)
Value$10.8M (+$369.6K)
Filed 2026-10-07
Mainsail Financial Group, LLC
INCREASED
Shares219,475 from 200,002
Change+19,473 (+10%)
Value$10.6M (+$679.7K)
Filed 2026-10-23
D.A. Davidson & Co.
DECREASED
Shares207,679 from 208,620
Change-941 (0%)
Value$10.1M (-$320.9K)
Filed 2026-10-28
LexAurum Advisors, LLC
INCREASED
Shares204,005 from 193,250
Change+10,755 (+6%)
Value$9.9M (+$266.1K)
Filed 2026-10-19
IFP Advisors, Inc
DECREASED
Shares199,587 from 270,349
Change-70,762 (-26%)
Value$9.7M (-$3.8M)
Filed 2026-10-16
TCP Asset Management, LLC
INCREASED
Shares194,149 from 188,811
Change+5,338 (+3%)
Value$9.4M (+$15.3K)
Filed 2026-10-14
Fifth Third Bancorp
DECREASED
Shares183,141 from 183,745
Change-604 (0%)
Value$8.9M (-$271.8K)
Filed 2026-11-05
MRA Advisory Group
INCREASED
Shares170,684 from 148,202
Change+22,482 (+15%)
Value$8.3M (+$893.8K)
Filed 2026-10-07
Fairway Financial, LLC
INCREASED
Shares170,481 from 145,852
Change+24,629 (+17%)
Value$8.3M (+$1.0M)
Filed 2026-10-20
Centennial Wealth Advisory LLC
DECREASED
Shares170,031 from 175,229
Change-5,198 (-3%)
Value$8.2M (-$481.6K)
Filed 2026-10-16
Elevation Point Wealth Partners, LLC
DECREASED
Shares157,895 from 253,730
Change-95,835 (-38%)
Value$7.7M (-$5.0M)
Filed 2026-11-05
EdgeRock Capital LLC
INCREASED
Shares153,209 from 150,044
Change+3,165 (+2%)
Value$7.4M (-$44.7K)
Filed 2026-11-03
Lunt Capital Management, Inc.
INCREASED
Shares141,308 from 137,684
Change+3,624 (+3%)
Value$6.8M (-$6.1K)
Filed 2026-10-30
Genesis Private Wealth, LLC
INCREASED
Shares141,028 from 135,807
Change+5,221 (+4%)
Value$6.8M (+$73.7K)
Filed 2026-11-02
RFG Advisory, LLC
DECREASED
Shares135,765 from 139,646
Change-3,881 (-3%)
Value$6.6M (-$372.4K)
Filed 2026-11-03
Vaquero Private Wealth, LTD
DECREASED
Shares131,152 from 133,458
Change-2,306 (-2%)
Value$6.4M (-$287.9K)
Filed 2026-10-27
Triumph Capital Management
DECREASED
Shares118,308 from 135,124
Change-16,816 (-12%)
Value$5.7M (-$993.3K)
Filed 2026-10-14
MGO One Seven LLC
DECREASED
Shares115,286 from 139,177
Change-23,891 (-17%)
Value$5.6M (-$1.3M)
Filed 2026-10-28
Wilkerson Advisory Group LLC
INCREASED
Shares108,167 from 99,437
Change+8,730 (+9%)
Value$5.2M (+$291.8K)
Filed 2026-10-20
Thrivent Financial for Lutherans
DECREASED
Shares107,348 from 108,213
Change-865 (-1%)
Value$5.2M (-$181.0K)
Filed 2026-11-05
Oppenheimer & Co Inc
DECREASED
Shares104,575 from 109,190
Change-4,615 (-4%)
Value$5.1M (-$367.8K)
Filed 2026-10-26
RiverTree Advisors, LLC
DECREASED
Shares103,629 from 129,770
Change-26,141 (-20%)
Value$5.0M (-$1.4M)
Filed 2026-10-13
Friedenthal Financial
INCREASED
Shares102,556 from 89,209
Change+13,347 (+15%)
Value$5.0M (+$529.0K)
Filed 2026-10-27
James J. Burns & Company, LLC
INCREASED
Shares100,235 from 95,616
Change+4,619 (+5%)
Value$4.9M (+$97.6K)
Filed 2026-10-22
Wedbush Securities Inc
INCREASED
Shares95,777 from 94,587
Change+1,190 (+1%)
Value$4.6M (-$68.0K)
Filed 2026-10-22
Avior Wealth Management, LLC
DECREASED
Shares90,717 from 95,005
Change-4,288 (-5%)
Value$4.4M (-$333.2K)
Filed 2026-10-13
Compass Financial Management LLC
INCREASED
Shares88,417 from 88,335
Change+82 (+0%)
Value$4.3M (-$112.5K)
Filed 2026-10-30
Atria Investments, Inc
INCREASED
Shares84,158 from 80,488
Change+3,670 (+5%)
Value$4.1M (+$71.6K)
Filed 2026-10-15
CoreCap Advisors, LLC
INCREASED
Shares79,251 from 65,450
Change+13,801 (+21%)
Value$3.8M (+$582.4K)
Filed 2026-10-08
Wealthcare Advisory Partners LLC
INCREASED
Shares72,017 from 64,986
Change+7,031 (+11%)
Value$3.5M (+$254.9K)
Filed 2026-10-21
Dominguez Wealth Management Solutions, Inc.
INCREASED
Shares68,731 from 68,536
Change+195 (+0%)
Value$3.3M (-$81.0K)
Filed 2026-10-07
Endowment Wealth Management, Inc.
INCREASED
Shares67,791 from 59,280
Change+8,511 (+14%)
Value$3.3M (+$334.2K)
Filed 2026-11-03
Park Avenue Securities LLC
INCREASED
Shares66,056 from 57,218
Change+8,838 (+15%)
Value$3.2M (+$353.0K)
Filed 2026-10-26
Insight Inv LLC
INCREASED
Shares65,489 from 62,900
Change+2,589 (+4%)
Value$3.2M (+$42.4K)
Filed 2026-10-27
Center for Financial Planning, Inc.
DECREASED
Shares64,521 from 64,522
Change-1 (0%)
Value$3.1M (-$85.2K)
Filed 2026-10-26
City Holding Co
INCREASED
Shares58,510 from 57,711
Change+799 (+1%)
Value$2.8M (-$37.5K)
Filed 2026-10-19
Marino, Stram & Associates LLC
INCREASED
Shares57,765 from 56,786
Change+979 (+2%)
Value$2.8M (-$27.5K)
Filed 2026-10-22
Stonehaven Wealth & TAX Solutions, LLC
DECREASED
Shares57,463 from 69,256
Change-11,793 (-17%)
Value$2.8M (-$662.9K)
Filed 2026-10-22
Perigon Wealth Management, LLC
INCREASED
Shares55,175 from 54,484
Change+691 (+1%)
Value$2.7M (-$38.4K)
Filed 2026-10-22
Split Rock Private Trading & Wealth Management, LLC
INCREASED
Shares54,752 from 42,547
Change+12,205 (+29%)
Value$2.7M (+$535.3K)
Filed 2026-10-15
Plus Group Wealth Advisors LLC
DECREASED
Shares54,696 from 54,825
Change-129 (0%)
Value$2.7M (-$78.6K)
Filed 2026-10-19
Independent Financial Group, LLC
INCREASED
Shares53,553 from 42,898
Change+10,655 (+25%)
Value$2.6M (+$459.7K)
Filed 2026-10-13
Simplicity Wealth,LLC
INCREASED
Shares52,125 from 29,376
Change+22,749 (+77%)
Value$2.5M (+$1.1M)
Filed 2026-10-23
Independent Wealth Network Inc.
INCREASED
Shares51,503 from 48,237
Change+3,266 (+7%)
Value$2.5M (+$94.6K)
Filed 2026-10-19
Endeavor Private Wealth, Inc.
INCREASED
Shares50,170 from 47,338
Change+2,832 (+6%)
Value$2.4M (+$74.8K)
Filed 2026-11-05
Axxcess Wealth Management, LLC
DECREASED
Shares49,201 from 230,934
Change-181,733 (-79%)
Value$2.4M (-$9.1M)
Filed 2026-10-21
Golden State Wealth Management, LLC
DECREASED
Shares45,628 from 53,522
Change-7,894 (-15%)
Value$2.2M (-$453.2K)
Filed 2026-11-02
Bigelow Investment Advisors, LLC
INCREASED
Shares45,462 from 43,258
Change+2,204 (+5%)
Value$2.2M (+$49.7K)
Filed 2026-10-13
Clear Point Advisors Inc.
INCREASED
Shares45,446 from 45,392
Change+54 (+0%)
Value$2.2M (-$57.3K)
Filed 2026-10-30
Capital Investment Advisory Services, LLC
DECREASED
Shares44,790 from 48,784
Change-3,994 (-8%)
Value$2.2M (-$257.4K)
Filed 2026-10-30
APS Management Group, Inc.
DECREASED
Shares43,678 from 60,121
Change-16,443 (-27%)
Value$2.1M (-$876.2K)
Filed 2026-10-14
Patten Group, Inc.
INCREASED
Shares43,119 from 36,364
Change+6,755 (+19%)
Value$2.1M (+$279.3K)
Filed 2026-10-26
Davenport & Co LLC
DECREASED
Shares42,864 from 44,539
Change-1,675 (-4%)
Value$2.1M (-$140.0K)
Filed 2026-10-14
VestGen Advisors, LLC
DECREASED
Shares42,653 from 44,459
Change-1,806 (-4%)
Value$2.1M (-$146.2K)
Filed 2026-10-27
IFC & Insurance Marketing, Inc.
INCREASED
Shares42,563 from 40,133
Change+2,430 (+6%)
Value$2.1M (+$67.3K)
Filed 2026-10-16
Smart Wealth LLC
DECREASED
Shares42,214 from 48,850
Change-6,636 (-14%)
Value$2.0M (-$386.1K)
Filed 2026-11-04
Chris Bulman Inc
DECREASED
Shares41,638 from 41,899
Change-261 (-1%)
Value$2.0M (-$67.9K)
Filed 2026-10-20
O'Connor Financial Group LLC
INCREASED
Shares41,599 from 32,465
Change+9,134 (+28%)
Value$2.0M (+$399.8K)
Filed 2026-10-26
Center For Asset Management LLC
INCREASED
Shares41,237 from 37,579
Change+3,658 (+10%)
Value$2.0M (+$127.7K)
Filed 2026-10-16
J.W. Cole Advisors, Inc.
INCREASED
Shares39,149 from 32,511
Change+6,638 (+20%)
Value$1.9M (+$278.8K)
Filed 2026-11-05
Midwest Financial Group LLC
INCREASED
Shares39,055 from 38,313
Change+742 (+2%)
Value$1.9M (-$14.6K)
Filed 2026-10-15
Wagner Wealth Management, Corp
INCREASED
Shares38,742 from 35,652
Change+3,090 (+9%)
Value$1.9M (+$102.7K)
Filed 2026-10-20
ProCore Advisors, LLC
DECREASED
Shares38,333 from 40,741
Change-2,408 (-6%)
Value$1.9M (-$170.5K)
Filed 2026-10-14
National Wealth Management Group, LLC
DECREASED
Shares38,220 from 48,542
Change-10,322 (-21%)
Value$1.9M (-$564.3K)
Filed 2026-10-26
Ifrah Financial Services, Inc.
INCREASED
Shares37,169 from 37,021
Change+148 (+0%)
Value$1.8M (-$41.7K)
Filed 2026-10-13
Cottonwood Capital Advisors, LLC
DECREASED
Shares36,707 from 37,120
Change-413 (-1%)
Value$1.8M (-$69.0K)
Filed 2026-10-20
Prime Capital Investment Advisors, LLC
INCREASED
Shares36,620 from 34,170
Change+2,450 (+7%)
Value$1.8M (+$73.6K)
Filed 2026-10-20
True Blue Financial, LLC
DECREASED
Shares36,091 from 37,554
Change-1,463 (-4%)
Value$1.7M (-$120.5K)
Filed 2026-10-15
Ascentis Independent Advisors
INCREASED
Shares35,439 from 436
Change+35,003 (+8028%)
Value$1.7M (+$1.7M)
Filed 2026-11-03
Wisconsin Wealth Advisors, LLC
DECREASED
Shares35,061 from 35,168
Change-107 (0%)
Value$1.7M (-$51.6K)
Filed 2026-10-08
Sigma Planning Corp
DECREASED
Shares33,991 from 49,197
Change-15,206 (-31%)
Value$1.6M (-$800.0K)
Filed 2026-10-23
Team Financial Group, LLC
INCREASED
Shares33,933 from 31,728
Change+2,205 (+7%)
Value$1.6M (+$65.0K)
Filed 2026-10-30
Braun-Bostich & Associates Inc.
DECREASED
Shares33,899 from 86,705
Change-52,806 (-61%)
Value$1.6M (-$2.7M)
Filed 2026-10-20
Acorn Wealth Advisors, LLC
INCREASED
Shares33,794 from 30,548
Change+3,246 (+11%)
Value$1.6M (+$117.0K)
Filed 2026-10-19
Carlson Financial, Inc.
INCREASED
Shares33,345 from 32,821
Change+524 (+2%)
Value$1.6M (-$17.7K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares33,292 from 28,051
Change+5,241 (+19%)
Value$1.6M (+$225.8K)
Filed 2026-10-13
Maia Wealth LLC
DECREASED
Shares32,617 from 36,120
Change-3,503 (-10%)
Value$1.6M (-$217.4K)
Filed 2026-10-19
EverSource Wealth Advisors, LLC
DECREASED
Shares31,980 from 97,648
Change-65,668 (-67%)
Value$1.5M (-$3.3M)
Filed 2026-11-04
Integrated Advisors Network LLC
DECREASED
Shares31,249 from 33,286
Change-2,037 (-6%)
Value$1.5M (-$142.7K)
Filed 2026-10-20
Romano Brothers and Company
DECREASED
Shares31,125 from 32,425
Change-1,300 (-4%)
Value$1.5M (-$105.8K)
Filed 2026-10-22
Beacon Financial Advisory LLC
DECREASED
Shares30,739 from 35,798
Change-5,059 (-14%)
Value$1.5M (-$292.4K)
Filed 2026-10-16
Balefire, LLC
INCREASED
Shares30,581 from 29,715
Change+866 (+3%)
Value$1.5M (+$2.7K)
Filed 2026-10-09
Avestar Capital, LLC
INCREASED
Shares28,059 from 18,610
Change+9,449 (+51%)
Value$1.4M (+$433.3K)
Filed 2026-10-28
Atwood & Palmer Inc
UNCHANGED
Shares27,025 from 27,025
Change0 (0%)
Value$1.3M (-$35.7K)
Filed 2026-10-08
Chicago Partners Investment Group LLC
INCREASED
Shares26,387 from 25,416
Change+971 (+4%)
Value$1.3M (+$32.1K)
Filed 2026-10-27
Laurel OAK Wealth Management, LLC
INCREASED
Shares25,900 from 15,761
Change+10,139 (+64%)
Value$1.3M (+$470.6K)
Filed 2026-10-19
Crusonia Wealth Advisors LLC
INCREASED
Shares25,655 from 21,463
Change+4,192 (+20%)
Value$1.2M (+$174.9K)
Filed 2026-10-26
Bank of New York Mellon Corp
INCREASED
Shares24,698 from 18,929
Change+5,769 (+30%)
Value$1.2M (+$254.6K)
Filed 2026-11-05
Barrett & Company, Inc.
INCREASED
Shares24,452 from 24,252
Change+200 (+1%)
Value$1.2M (-$22.3K)
Filed 2026-10-22
Nations Financial Group Inc,
INCREASED
Shares24,335 from 22,344
Change+1,991 (+9%)
Value$1.2M (+$67.0K)
Filed 2026-11-05
Raab & Moskowitz Asset Management LLC
DECREASED
Shares23,379 from 25,238
Change-1,859 (-7%)
Value$1.1M (-$123.4K)
Filed 2026-11-02
Apollon Wealth Management, LLC
DECREASED
Shares23,325 from 24,639
Change-1,314 (-5%)
Value$1.1M (-$96.2K)
Filed 2026-10-23
Global Assets Advisory, LLC
DECREASED
Shares22,790 from 22,874
Change-84 (0%)
Value$1.1M (-$32.8K)
Filed 2026-10-28
Tcfg Investment Advisors, LLC
DECREASED
Shares22,546 from 22,831
Change-285 (-1%)
Value$1.1M (-$43.9K)
Filed 2026-10-20
Pacific Excel Wealth Advisors, Inc.
NEW
Shares21,736
Change+21,736
Value$1.1M
Filed 2026-10-27
Chiron Capital Management, LLC
DECREASED
Shares21,603 from 22,476
Change-873 (-4%)
Value$1.0M (-$72.0K)
Filed 2026-10-15
Keystone Wealth Services, LLC
INCREASED
Shares21,474 from 20,923
Change+551 (+3%)
Value$1.0M (+$579)
Filed 2026-11-03
Private Trust Co NA
INCREASED
Shares21,271 from 16,645
Change+4,626 (+28%)
Value$1.0M (+$202.2K)
Filed 2026-10-20
TradeWell Securities, Llc.
INCREASED
Shares20,728 from 8,750
Change+11,978 (+137%)
Value$1.0M (+$568.9K)
Filed 2026-10-21
Helium Advisors LLC
DECREASED
Shares20,446 from 21,076
Change-630 (-3%)
Value$990.8K (-$58.3K)
Filed 2026-10-23
Southland Equity Partners LLC
INCREASED
Shares20,143 from 14,008
Change+6,135 (+44%)
Value$976.1K (+$278.8K)
Filed 2026-10-14
BAM Wealth Management, LLC
INCREASED
Shares19,452 from 19,166
Change+286 (+1%)
Value$942.6K (-$11.4K)
Filed 2026-10-15
Dynamic Advisor Solutions LLC
INCREASED
Shares18,529 from 17,105
Change+1,424 (+8%)
Value$897.9K (+$46.4K)
Filed 2026-10-13
Capital CS Group, LLC
DECREASED
Shares18,351 from 19,618
Change-1,267 (-6%)
Value$889.3K (-$87.3K)
Filed 2026-10-29
TBH Global Asset Management, LLC
DECREASED
Shares17,359 from 32,965
Change-15,606 (-47%)
Value$1.2M (-$419.5K)
Filed 2026-11-03
Comprehensive Wealth Management, LLC
INCREASED
Shares17,294 from 17,268
Change+26 (+0%)
Value$838.1K (-$21.5K)
Filed 2026-11-02
Towerpoint Wealth, LLC
DECREASED
Shares16,826 from 16,951
Change-125 (-1%)
Value$815.4K (-$28.5K)
Filed 2026-10-13
Titleist Asset Management, LLC
INCREASED
Shares16,747 from 7,266
Change+9,481 (+130%)
Value$811.5K (+$449.8K)
Filed 2026-10-08
Eagle Harbor Asset Management Inc
INCREASED
Shares16,351 from 16,327
Change+24 (+0%)
Value$792.4K (-$20.4K)
Filed 2026-10-21
Hidden Cove Wealth Management, LLC
DECREASED
Shares15,998 from 66,075
Change-50,077 (-76%)
Value$775.3K (-$2.5M)
Filed 2026-10-19
Ascent Group, LLC
INCREASED
Shares15,946 from 15,900
Change+46 (+0%)
Value$772.7K (-$18.8K)
Filed 2026-10-30
Sovran Advisors, LLC
DECREASED
Shares15,534 from 79,857
Change-64,323 (-81%)
Value$758.8K (-$3.2M)
Filed 2026-11-02
BostonPremier Wealth LLC
DECREASED
Shares15,271 from 15,704
Change-433 (-3%)
Value$740.0K (-$41.7K)
Filed 2026-10-16
Avaii Wealth Management, LLC
DECREASED
Shares14,967 from 15,343
Change-376 (-2%)
Value$725.8K (-$38.0K)
Filed 2026-10-09
Iams Wealth Management, LLC
DECREASED
Shares14,534 from 17,771
Change-3,237 (-18%)
Value$704.4K (-$180.4K)
Filed 2026-10-15
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares13,957 from 12,969
Change+988 (+8%)
Value$676.4K (+$30.8K)
Filed 2026-10-30
Spire Wealth Management
INCREASED
Shares13,856 from 11,667
Change+2,189 (+19%)
Value$671.5K (+$90.7K)
Filed 2026-10-30
Farmers & Merchants Trust Co of Long Beach
UNCHANGED
Shares13,841 from 13,841
Change0 (0%)
Value$670.7K (-$18.3K)
Filed 2026-10-22
Creative Planning
INCREASED
Shares13,525 from 12,410
Change+1,115 (+9%)
Value$655.4K (+$37.7K)
Filed 2026-11-02
Kingswood Wealth Advisors, LLC
INCREASED
Shares13,329 from 10,719
Change+2,610 (+24%)
Value$645.9K (+$112.3K)
Filed 2026-10-23
Morey & Quinn Wealth Partners, LLC
DECREASED
Shares13,152 from 17,841
Change-4,689 (-26%)
Value$637.3K (-$250.8K)
Filed 2026-10-28
Founders Financial Securities LLC
INCREASED
Shares12,855 from 7,495
Change+5,360 (+72%)
Value$623.0K (+$249.9K)
Filed 2026-10-28
B. Riley Wealth Advisors, Inc.
NEW
Shares12,836
Change+12,836
Value$622.0K
Filed 2026-10-13
Robertson Stephens Wealth Management, LLC
DECREASED
Shares12,796 from 13,531
Change-735 (-5%)
Value$620.1K (-$53.5K)
Filed 2026-10-16
Ballew Advisors, Inc
INCREASED
Shares12,482 from 12,382
Change+100 (+1%)
Value$605.3K (-$10.6K)
Filed 2026-10-05
International Assets Investment Management, LLC
DECREASED
Shares12,119 from 13,298
Change-1,179 (-9%)
Value$588.1K (-$72.5K)
Filed 2026-11-02
StrongBox Wealth, LLC
DECREASED
Shares12,075 from 13,975
Change-1,900 (-14%)
Value$585.2K (-$110.5K)
Filed 2026-11-02
Accurate Wealth Management, LLC
INCREASED
Shares11,788 from 7,915
Change+3,873 (+49%)
Value$573.9K (+$180.6K)
Filed 2026-10-20
Lanark Financial, Inc.
DECREASED
Shares11,306 from 11,583
Change-277 (-2%)
Value$547.9K (-$28.7K)
Filed 2026-10-26
Realta Investment Advisors
INCREASED
Shares11,010 from 10,040
Change+970 (+10%)
Value$533.5K (+$33.7K)
Filed 2026-10-14
Financial Network Wealth Advisors LLC
DECREASED
Shares10,787 from 13,002
Change-2,215 (-17%)
Value$522.7K (-$124.5K)
Filed 2026-10-28
Grantvest Financial Group LLC
INCREASED
Shares10,541 from 6,060
Change+4,481 (+74%)
Value$510.8K (+$209.1K)
Filed 2026-10-21
BlueChip Wealth Advisors LLC
INCREASED
Shares10,315 from 6,084
Change+4,231 (+70%)
Value$499.9K (+$197.0K)
Filed 2026-11-03
Columbia Advisory Partners LLC
DECREASED
Shares9,774 from 12,537
Change-2,763 (-22%)
Value$473.6K (-$150.4K)
Filed 2026-10-15
IMG Wealth Management, Inc.
DECREASED
Shares9,738 from 36,781
Change-27,043 (-74%)
Value$471.9K (-$1.4M)
Filed 2026-10-27
Claro Advisors Inc.
INCREASED
Shares9,706 from 8,965
Change+741 (+8%)
Value$470.3K (+$24.0K)
Filed 2026-11-02
Embree Financial Group
DECREASED
Shares9,430 from 9,790
Change-360 (-4%)
Value$457.0K (-$30.4K)
Filed 2026-10-22
Wealth Effects LLC
UNCHANGED
Shares9,394 from 9,394
Change0 (0%)
Value$455.2K (-$12.4K)
Filed 2026-10-23
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares9,053 from 9,053
Change0 (0%)
Value$438.7K (-$12.0K)
Filed 2026-11-02
626 Financial, LLC
DECREASED
Shares8,915 from 9,451
Change-536 (-6%)
Value$432.0K (-$38.4K)
Filed 2026-11-04
Strategic Blueprint, LLC
INCREASED
Shares8,758 from 4,440
Change+4,318 (+97%)
Value$424.4K (+$203.4K)
Filed 2026-10-22
Highline Wealth Partners LLC
INCREASED
Shares8,658 from 7,560
Change+1,098 (+15%)
Value$419.6K (+$43.2K)
Filed 2026-10-19
Family Legacy, Inc.
UNCHANGED
Shares8,513 from 8,513
Change0 (0%)
Value$412.5K (-$11.2K)
Filed 2026-10-13
Narwhal Capital Management
NEW
Shares8,143
Change+8,143
Value$394.6K
Filed 2026-11-04
Meridian Wealth Management, LLC
DECREASED
Shares8,111 from 8,923
Change-812 (-9%)
Value$393.1K (-$51.1K)
Filed 2026-11-05
BankPlus Wealth Management LLC
DECREASED
Shares7,960 from 8,694
Change-734 (-8%)
Value$385.7K (-$47.1K)
Filed 2026-10-13
Leo Wealth, LLC
NEW
Shares7,858
Change+7,858
Value$380.8K
Filed 2026-10-26
Ignite Planners, LLC
NEW
Shares7,637
Change+7,637
Value$370.3K
Filed 2026-10-14
PFG Advisors
DECREASED
Shares7,473 from 8,312
Change-839 (-10%)
Value$362.1K (-$51.6K)
Filed 2026-10-16
Milestones Private Investment Advisors LLC
INCREASED
Shares7,446 from 7,317
Change+129 (+2%)
Value$360.8K (-$3.4K)
Filed 2026-10-19
Sowell Financial Services LLC
DECREASED
Shares7,349 from 19,933
Change-12,584 (-63%)
Value$356.1K (-$636.1K)
Filed 2026-10-23
Novem Group
INCREASED
Shares7,220 from 5,553
Change+1,667 (+30%)
Value$349.9K (+$73.5K)
Filed 2026-10-19
J.M. Arbour, LLC
DECREASED
Shares7,154 from 7,249
Change-95 (-1%)
Value$346.7K (-$14.2K)
Filed 2026-11-05
Commonwealth Financial Services, LLC
DECREASED
Shares6,770 from 57,838
Change-51,068 (-88%)
Value$328.1K (-$2.6M)
Filed 2026-10-20
Integrity Wealth Advisors, Inc.
NEW
Shares6,702
Change+6,702
Value$324.8K
Filed 2026-10-29
Rossby Financial, LCC
INCREASED
Shares6,395 from 6,063
Change+332 (+5%)
Value$309.9K (+$8.1K)
Filed 2026-11-05
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares6,270 from 7,514
Change-1,244 (-17%)
Value$303.8K (-$70.2K)
Filed 2026-10-19
Winebrenner Capital Management LLC
DECREASED
Shares5,946 from 8,041
Change-2,095 (-26%)
Value$288.1K (-$112.1K)
Filed 2026-10-07
Integrity Alliance, Llc.
INCREASED
Shares5,824 from 4,416
Change+1,408 (+32%)
Value$282.2K (+$62.4K)
Filed 2026-10-29
Balboa Wealth Partners
INCREASED
Shares5,784 from 5,436
Change+348 (+6%)
Value$280.3K (+$9.7K)
Filed 2026-10-20
Cypress Capital Group
INCREASED
Shares5,550 from 5,320
Change+230 (+4%)
Value$269.0K (+$4.1K)
Filed 2026-11-03
Holos Integrated Wealth LLC
UNCHANGED
Shares5,516 from 5,516
Change0 (0%)
Value$268.8K (-$4.7K)
Filed 2026-10-23
TFB Advisors LLC
DECREASED
Shares5,506 from 5,713
Change-207 (-4%)
Value$266.8K (-$17.6K)
Filed 2026-11-02
Signal Advisors Wealth, LLC
INCREASED
Shares5,306 from 4,592
Change+714 (+16%)
Value$257.1K (+$28.5K)
Filed 2026-10-13
Retirement Guys Formula LLC
DECREASED
Shares5,284 from 5,479
Change-195 (-4%)
Value$256.1K (-$16.7K)
Filed 2026-10-26
TrueWealth Advisors, LLC
INCREASED
Shares5,122 from 4,710
Change+412 (+9%)
Value$248.2K (+$13.7K)
Filed 2026-10-09
Smithbridge Asset Management Inc
UNCHANGED
Shares5,001 from 5,001
Change0 (0%)
Value$242.3K (-$6.6K)
Filed 2026-10-19
Private Client Services, LLC
DECREASED
Shares4,926 from 5,728
Change-802 (-14%)
Value$238.7K (-$46.4K)
Filed 2026-10-02
Alessandra Capital Management, LLC
UNCHANGED
Shares4,900 from 4,900
Change0 (0%)
Value$237.5K (-$6.5K)
Filed 2026-10-30
Trueblood Wealth Management, LLC
INCREASED
Shares4,775 from 4,757
Change+18 (+0%)
Value$231.4K (-$5.4K)
Filed 2026-10-23
USAdvisors Wealth Management, LLC
INCREASED
Shares4,742 from 4,551
Change+191 (+4%)
Value$229.0K (+$3.0K)
Filed 2026-10-21
Summit Wealth Group LLC / Co
INCREASED
Shares4,722 from 4,420
Change+302 (+7%)
Value$228.8K (+$8.8K)
Filed 2026-10-29
RMR Wealth Builders
DECREASED
Shares4,716 from 4,724
Change-8 (0%)
Value$228.5K (-$6.6K)
Filed 2026-10-22
Merkkuri Wealth Advisors LLC
INCREASED
Shares4,683 from 4,655
Change+28 (+1%)
Value$226.9K (-$4.8K)
Filed 2026-11-03
Provenance Wealth Advisors, LLC
NEW
Shares4,600
Change+4,600
Value$222.9K
Filed 2026-10-30
Capital Square, LLC
NEW
Shares4,576
Change+4,576
Value$221.8K
Filed 2026-10-19
Asset Allocation Strategies LLC
INCREASED
Shares4,502 from 4,088
Change+414 (+10%)
Value$218.2K (+$14.7K)
Filed 2026-10-20
Crossmark Global Holdings, Inc.
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$218.1K (-$5.9K)
Filed 2026-10-21
Ferguson Shapiro LLC
DECREASED
Shares4,484 from 69,264
Change-64,780 (-94%)
Value$217.3K (-$3.2M)
Filed 2026-10-16
Rubicon Advisors, GP
INCREASED
Shares4,474 from 4,449
Change+25 (+1%)
Value$216.8K (-$4.7K)
Filed 2026-10-23
Sound Income Strategies, LLC
DECREASED
Shares4,437 from 5,021
Change-584 (-12%)
Value$215.9K (-$34.1K)
Filed 2026-10-09
KOM Wealth Management Group, LLC
DECREASED
Shares4,301 from 46,633
Change-42,332 (-91%)
Value$208.4K (-$2.1M)
Filed 2026-10-15
Koshinski Asset Management, Inc.
DECREASED
Shares4,268 from 4,523
Change-255 (-6%)
Value$206.8K (-$18.3K)
Filed 2026-10-29
Archer Investment Corp
DECREASED
Shares4,197 from 5,240
Change-1,043 (-20%)
Value$203.4K (-$57.5K)
Filed 2026-11-05
Gilpin Wealth Management, LLC
INCREASED
Shares3,755 from 3,615
Change+140 (+4%)
Value$182.0K (+$2.0K)
Filed 2026-10-09
Blue Trust, Inc.
NEW
Shares3,358
Change+3,358
Value$162.7K
Filed 2026-10-15
Hilton Head Capital Partners, LLC
UNCHANGED
Shares3,328 from 3,328
Change0 (0%)
Value$161.3K (-$4.4K)
Filed 2026-10-23
Pinnacle Bancorp, Inc.
DECREASED
Shares3,255 from 4,325
Change-1,070 (-25%)
Value$157.7K (-$57.6K)
Filed 2026-10-21
First Horizon Corp
UNCHANGED
Shares3,235 from 3,235
Change0 (0%)
Value$156.8K (-$4.3K)
Filed 2026-10-26
Noble Wealth Management PBC
INCREASED
Shares2,479 from 2,273
Change+206 (+9%)
Value$120.1K (+$7.0K)
Filed 2026-10-01
Larson Financial Group LLC
DECREASED
Shares2,180 from 2,761
Change-581 (-21%)
Value$105.7K (-$31.8K)
Filed 2026-11-05
MTM Investment Management, LLC
UNCHANGED
Shares2,173 from 2,173
Change0 (0%)
Value$105.3K (-$2.9K)
Filed 2026-10-30
Parallel Advisors, LLC
INCREASED
Shares2,171 from 2,150
Change+21 (+1%)
Value$105.2K (-$1.9K)
Filed 2026-11-03
US Bancorp \de\
INCREASED
Shares2,021 from 1,841
Change+180 (+10%)
Value$97.9K (+$6.3K)
Filed 2026-11-05
Harbor Investment Advisory, LLC
UNCHANGED
Shares1,645 from 1,645
Change0 (0%)
Value$79.7K (-$2.2K)
Filed 2026-10-13
NBT Bank, N.A.
DECREASED
Shares1,431 from 2,446
Change-1,015 (-41%)
Value$69.3K (-$52.4K)
Filed 2026-10-21
Mosley Wealth Management
DECREASED
Shares1,055 from 1,156
Change-101 (-9%)
Value$51.4K (-$6.1K)
Filed 2026-10-16
Wagner Wealth Management, LLC
DECREASED
Shares1,021 from 1,033
Change-12 (-1%)
Value$49.5K (-$2.0K)
Filed 2026-10-21
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$24.0K (+$4.0K)
Filed 2026-11-04
Raleigh Capital Management Inc.
DECREASED
Shares871 from 1,189
Change-318 (-27%)
Value$42.2K (-$17.0K)
Filed 2026-10-28
Avion Wealth
UNCHANGED
Shares622 from 622
Change0 (0%)
Value$30.0K (+$30.0K)
Filed 2026-11-04
Vima LLC
UNCHANGED
Shares593 from 593
Change0 (0%)
Value$28.7K (-$783)
Filed 2026-10-23
Root Financial Partners, LLC
NEW
Shares586
Change+586
Value$28.4K
Filed 2026-10-21
Quest 10 Wealth Builders, Inc.
INCREASED
Shares540 from 476
Change+64 (+13%)
Value$26.2K (+$2.5K)
Filed 2026-11-02
Wolff Wiese Magana LLC
UNCHANGED
Shares540 from 540
Change0 (0%)
Value$26.2K (-$713)
Filed 2026-10-15
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares525 from 525
Change0 (0%)
Value$25.4K (-$693)
Filed 2026-10-23
Signature Equity Partners, LLC
NEW
Shares467
Change+467
Value$22.7K
Filed 2026-10-29
Y.D. More Investments Ltd
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$21.8K (-$594)
Filed 2026-11-02
Go Invest LLC
DECREASED
Shares384 from 400
Change-16 (-4%)
Value$18.6K (-$1.3K)
Filed 2026-10-09
Tounjian Advisory Partners, LLC
DECREASED
Shares334 from 447
Change-113 (-25%)
Value$16.2K (-$6.1K)
Filed 2026-11-04
Cullen T Bankers, Inc.
DECREASED
Shares318 from 4,048
Change-3,730 (-92%)
Value$15.4K (-$186.1K)
Filed 2026-10-28
Silver Grove Financial Group, Inc.
INCREASED
Shares143 from 48
Change+95 (+198%)
Value$6.9K (+$4.5K)
Filed 2026-11-05
Central Trust Co
NEW
Shares105
Change+105
Value$5.1K
Filed 2026-11-05
William Mack & Associates, Inc.
NEW
Shares81
Change+81
Value$3.9K
Filed 2026-10-27
American National Bank & Trust
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$3.6K (-$99)
Filed 2026-10-07
Key Capital Management, Inc
DECREASED
Shares66 from 68
Change-2 (-3%)
Value$3.2K (-$187)
Filed 2026-11-03
Trust Co of Toledo NA
NEW
Shares64
Change+64
Value$3.1K
Filed 2026-10-16
First Command Advisory Services, Inc.
NEW
Shares42
Change+42
Value$2.0K
Filed 2026-11-05
Pinnacle Wealth Planning Services, Inc.
NEW
Shares39
Change+39
Value$1.9K
Filed 2026-10-27
Salomon & Ludwin, LLC
DECREASED
Shares35 from 36
Change-1 (-3%)
Value$1.7K (-$92)
Filed 2026-10-29
Lloyd Advisory Services, Llc.
DECREASED
Shares19 from 402
Change-383 (-95%)
Value$939 (-$19.1K)
Filed 2026-11-02
Elevated Capital Advisors, LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$678 (-$19)
Filed 2026-11-04
Spurstone Advisory Services, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$388 (-$9)
Filed 2026-11-02
Jacobi Capital Management LLC
NEW
Shares2
Change+2
Value$87
Filed 2026-11-05
Allspring Global Investments Holdings, LLC
DECREASED
Shares2 from 187
Change-185 (-99%)
Value$119 (-$9.2K)
Filed 2026-11-04
SBI Securities Co., Ltd.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$48 (-$2)
Filed 2026-10-22
Indivisible Partners
CLOSED
Shares0 from 118,154
Change-118,154 (-100%)
Value$0 (-$5.9M)
Filed 2026-10-26
FIG Financial Advisory Services Inc
CLOSED
Shares0 from 86,743
Change-86,743 (-100%)
Value$0 (-$4.3M)
Filed 2026-10-07
Destiny Wealth Partners, LLC
CLOSED
Shares0 from 55,078
Change-55,078 (-100%)
Value$0 (-$2.7M)
Filed 2026-11-05
Stenger Family Office, LLC
CLOSED
Shares0 from 49,064
Change-49,064 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-22
Park National Corp
CLOSED
Shares0 from 29,782
Change-29,782 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-05
Synergy Asset Management, LLC
CLOSED
Shares0 from 28,369
Change-28,369 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-05
Providence First Trust Co
CLOSED
Shares0 from 14,614
Change-14,614 (-100%)
Value$0 (-$727.5K)
Filed 2026-11-02
Arbor Capital Management Inc
CLOSED
Shares0 from 8,469
Change-8,469 (-100%)
Value$0 (-$419.4K)
Filed 2026-10-21
HBW Advisory Services LLC
CLOSED
Shares0 from 7,326
Change-7,326 (-100%)
Value$0 (-$364.7K)
Filed 2026-10-15
Platform Technology Partners
CLOSED
Shares0 from 7,226
Change-7,226 (-100%)
Value$0 (-$359.7K)
Filed 2026-11-02
Focus Financial Network, Inc.
CLOSED
Shares0 from 6,255
Change-6,255 (-100%)
Value$0 (-$311.4K)
Filed 2026-10-14
Kestra Investment Management, LLC
CLOSED
Shares0 from 4,919
Change-4,919 (-100%)
Value$0 (-$244.9K)
Filed 2026-11-04
Genesee Capital Advisors, LLC
CLOSED
Shares0 from 4,564
Change-4,564 (-100%)
Value$0 (-$227.2K)
Filed 2026-10-20
Sapient Capital LLC
CLOSED
Shares0 from 4,278
Change-4,278 (-100%)
Value$0 (-$213.0K)
Filed 2026-10-08
Kaydan Wealth Management, Inc.
CLOSED
Shares0 from 4,127
Change-4,127 (-100%)
Value$0 (-$205.4K)
Filed 2026-10-08
AdvisorNet Financial, Inc
CLOSED
Shares0 from 3,056
Change-3,056 (-100%)
Value$0 (-$152.1K)
Filed 2026-10-15
Tucker Asset Management LLC
CLOSED
Shares0 from 1,604
Change-1,604 (-100%)
Value$0 (-$79.8K)
Filed 2026-10-29
Gill Capital Partners, LLC
CLOSED
Shares0 from 1,090
Change-1,090 (-100%)
Value$0 (-$54.3K)
Filed 2026-10-13
True Wealth Design, LLC
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$19.9K)
Filed 2026-10-13
Mascoma Wealth Management LLC
CLOSED
Shares0 from 318
Change-318 (-100%)
Value$0 (-$15.8K)
Filed 2026-10-23
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$10.0K)
Filed 2026-10-26
MCF Advisors LLC
CLOSED
Shares0 from 46
Change-46 (-100%)
Value$0 (-$2.3K)
Filed 2026-10-28
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$239)
Filed 2026-10-29
Morgan Stanley
N/A
Shares— from 15,749,351
Change-15,749,351 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 13,749,810
Change-13,749,810 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 5,707,317
Change-5,707,317 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4,963,253
Change-4,963,253 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 4,275,132
Change-4,275,132 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,358,268
Change-3,358,268 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,737,725
Change-2,737,725 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 2,112,029
Change-2,112,029 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,030,760
Change-2,030,760 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 1,820,529
Change-1,820,529 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,351,222
Change-1,351,222 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 1,139,455
Change-1,139,455 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,019,474
Change-1,019,474 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 952,240
Change-952,240 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 902,106
Change-902,106 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 799,678
Change-799,678 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 762,206
Change-762,206 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 718,902
Change-718,902 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 678,374
Change-678,374 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 569,240
Change-569,240 (-100%)
Value—
&partners
N/A
Shares— from 521,063
Change-521,063 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 504,821
Change-504,821 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 482,534
Change-482,534 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 469,054
Change-469,054 (-100%)
Value—
W1m Asset Management Ltd
N/A
Shares— from 455,785
Change-455,785 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 423,154
Change-423,154 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 403,638
Change-403,638 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 390,916
Change-390,916 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 346,384
Change-346,384 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 341,860
Change-341,860 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 332,148
Change-332,148 (-100%)
Value—
Carter Financial, LLC
N/A
Shares— from 271,854
Change-271,854 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 261,396
Change-261,396 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 258,857
Change-258,857 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 244,622
Change-244,622 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 242,146
Change-242,146 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 239,372
Change-239,372 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 217,699
Change-217,699 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 215,502
Change-215,502 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 207,621
Change-207,621 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 192,500
Change-192,500 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 179,754
Change-179,754 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 173,123
Change-173,123 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 169,635
Change-169,635 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 165,085
Change-165,085 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 164,855
Change-164,855 (-100%)
Value—
Stephens Inc
N/A
Shares— from 163,049
Change-163,049 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 149,848
Change-149,848 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 143,639
Change-143,639 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 141,131
Change-141,131 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 137,190
Change-137,190 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 132,127
Change-132,127 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 127,932
Change-127,932 (-100%)
Value—
Kirkwood Financial Services
N/A
Shares— from 127,287
Change-127,287 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 126,644
Change-126,644 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 125,279
Change-125,279 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 114,948
Change-114,948 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 112,574
Change-112,574 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 105,087
Change-105,087 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 98,408
Change-98,408 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 98,050
Change-98,050 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 87,761
Change-87,761 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 80,173
Change-80,173 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 75,475
Change-75,475 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 72,686
Change-72,686 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 70,890
Change-70,890 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 65,706
Change-65,706 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 65,423
Change-65,423 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 65,307
Change-65,307 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 64,810
Change-64,810 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 63,556
Change-63,556 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 63,444
Change-63,444 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 61,013
Change-61,013 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 59,846
Change-59,846 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 59,667
Change-59,667 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 56,596
Change-56,596 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 53,440
Change-53,440 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 53,042
Change-53,042 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 52,886
Change-52,886 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 49,095
Change-49,095 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 46,660
Change-46,660 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 45,549
Change-45,549 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 45,200
Change-45,200 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 42,184
Change-42,184 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 37,917
Change-37,917 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 36,034
Change-36,034 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 36,000
Change-36,000 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 35,285
Change-35,285 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 34,601
Change-34,601 (-100%)
Value—
Arcadia Wealth Management, Inc.
N/A
Shares— from 32,856
Change-32,856 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 32,026
Change-32,026 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 31,259
Change-31,259 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 29,625
Change-29,625 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 29,324
Change-29,324 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 28,100
Change-28,100 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 27,586
Change-27,586 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 26,547
Change-26,547 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 23,085
Change-23,085 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 23,068
Change-23,068 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 23,016
Change-23,016 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 21,758
Change-21,758 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 21,721
Change-21,721 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 21,677
Change-21,677 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 21,511
Change-21,511 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 21,246
Change-21,246 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 21,145
Change-21,145 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 19,507
Change-19,507 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 19,425
Change-19,425 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 18,514
Change-18,514 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 17,912
Change-17,912 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 17,790
Change-17,790 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 17,436
Change-17,436 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 16,445
Change-16,445 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 16,370
Change-16,370 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 16,315
Change-16,315 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 15,880
Change-15,880 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 15,347
Change-15,347 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 14,604
Change-14,604 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 13,971
Change-13,971 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 13,588
Change-13,588 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 13,352
Change-13,352 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 13,299
Change-13,299 (-100%)
Value—
Valley Financial Group, Inc.
N/A
Shares— from 12,851
Change-12,851 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 12,762
Change-12,762 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 12,576
Change-12,576 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 11,954
Change-11,954 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 11,112
Change-11,112 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 10,936
Change-10,936 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 10,737
Change-10,737 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 10,142
Change-10,142 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 10,122
Change-10,122 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 9,990
Change-9,990 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 9,987
Change-9,987 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 9,896
Change-9,896 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 9,853
Change-9,853 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 9,481
Change-9,481 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 9,378
Change-9,378 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 9,292
Change-9,292 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 9,244
Change-9,244 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 8,924
Change-8,924 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 8,885
Change-8,885 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 7,956
Change-7,956 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 7,921
Change-7,921 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 7,917
Change-7,917 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 7,810
Change-7,810 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 7,675
Change-7,675 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 7,674
Change-7,674 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 7,455
Change-7,455 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 6,714
Change-6,714 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 6,632
Change-6,632 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 6,455
Change-6,455 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 6,210
Change-6,210 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 5,981
Change-5,981 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 5,886
Change-5,886 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 5,766
Change-5,766 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 5,702
Change-5,702 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 5,520
Change-5,520 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 5,361
Change-5,361 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 5,285
Change-5,285 (-100%)
Value—
Betterment LLC
N/A
Shares— from 5,275
Change-5,275 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 4,957
Change-4,957 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 4,898
Change-4,898 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 4,894
Change-4,894 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 4,698
Change-4,698 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 4,560
Change-4,560 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 4,448
Change-4,448 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 4,295
Change-4,295 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 3,965
Change-3,965 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 3,499
Change-3,499 (-100%)
Value—
Blair William & Co
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 2,275
Change-2,275 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 2,223
Change-2,223 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,543
Change-1,543 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 1,337
Change-1,337 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 826
Change-826 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 725
Change-725 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 724
Change-724 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 702
Change-702 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 338
Change-338 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 335
Change-335 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 307
Change-307 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 284
Change-284 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 255
Change-255 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 222
Change-222 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 127
Change-127 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 122
Change-122 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 68
Change-68 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 15
Change-15 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
INCREASED1,625,6811,533,711+91,970+6%$76.3M$78.8M+$2.4M2026-11-02
Concurrent Investment Advisors, LLC
INCREASED1,349,9391,315,350+34,589+3%$65.5M$65.4M-$60.1K2026-10-16
Csenge Advisory Group
INCREASED957,878901,794+56,084+6%$44.9M$46.4M+$1.5M2026-11-04
Assetmark, Inc
INCREASED737,499643,298+94,201+15%$32.0M$35.7M+$3.7M2026-10-21
Aaron Wealth Advisors LLC
INCREASED626,833619,993+6,840+1%$30.9M$30.4M-$486.9K2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED614,280749,561-135,281-18%$37.3M$29.8M-$7.5M2026-11-02
Trilogy Capital Inc.
INCREASED604,813574,767+30,046+5%$28.6M$29.3M+$697.3K2026-10-20
Walkner Condon Financial Advisors LLC
INCREASED568,608471,806+96,802+21%$23.5M$27.6M+$4.1M2026-11-02
Prospera Financial Services Inc
INCREASED567,429524,477+42,952+8%$26.1M$27.8M+$1.7M2026-11-04
Financial Enhancement Group LLC
NEW537,884—+537,884——$26.1M—2026-10-08
Brookstone Capital Management
INCREASED466,172448,829+17,343+4%$22.3M$22.6M+$248.0K2026-10-22
Inspirion Wealth Advisors, LLC
INCREASED427,270420,465+6,805+2%$20.9M$20.7M-$183.2K2026-10-09
Carrera Capital Advisors
INCREASED397,160373,946+23,214+6%$18.6M$19.2M+$631.4K2026-11-03
Heck Capital Advisors, LLC
DECREASED384,997559,940-174,943-31%$27.9M$18.7M-$9.2M2026-10-14
Truist Financial Corp
INCREASED363,830327,531+36,299+11%$16.3M$17.6M+$1.3M2026-10-30
Kestra Advisory Services, LLC
INCREASED358,049305,911+52,138+17%$15.2M$17.4M+$2.1M2026-11-02
Redhawk Wealth Advisors, Inc.
INCREASED356,372260,632+95,740+37%$13.0M$17.3M+$4.3M2026-10-14
Kestra Private Wealth Services, LLC
INCREASED355,931352,904+3,027+1%$17.6M$17.2M-$319.1K2026-10-30
TL Private Wealth
DECREASED348,651351,110-2,459-1%$17.4M$17.0M-$449.6K2026-10-13
Prism Advisors, Inc.
INCREASED344,206316,571+27,635+9%$15.8M$16.7M+$986.7K2026-10-09
Fairvoy Private Wealth, LLC
DECREASED323,800336,370-12,570-4%$16.7M$15.7M-$1.1M2026-10-19
Secure Asset Management, LLC
INCREASED319,464296,908+22,556+8%$14.8M$15.5M+$701.2K2026-10-19
Clifford Swan Investment Counsel LLC
INCREASED304,662303,619+1,043+0%$15.1M$14.8M-$350.2K2026-11-05
Weitzel Financial Services, Inc.
INCREASED276,309267,156+9,153+3%$13.3M$13.4M+$107.1K2026-10-16
Adamsbrown Wealth Consultants LLC
INCREASED261,239258,802+2,437+1%$12.9M$12.7M-$223.5K2026-10-20
Ashton Thomas Private Wealth, LLC
INCREASED254,299221,517+32,782+15%$11.0M$12.3M+$1.3M2026-11-03
Searcy Financial Services Inc
DECREASED246,067421,868-175,801-42%$21.0M$11.9M-$9.1M2026-10-07
Certified Advisory Corp
INCREASED244,128219,609+24,519+11%$10.9M$11.8M+$898.3K2026-10-29
Clear Creek Financial Management, LLC
DECREASED235,027313,206-78,179-25%$15.6M$11.4M-$4.2M2026-10-28
PFS Partners, LLC
DECREASED234,867236,514-1,647-1%$11.8M$11.4M-$392.0K2026-10-21
Grove Bank & Trust
INCREASED232,966219,414+13,552+6%$10.9M$11.3M+$367.1K2026-10-08
Farther Finance Advisors, LLC
INCREASED231,276185,519+45,757+25%$9.2M$11.2M+$2.0M2026-10-08
Wesbanco Bank Inc
INCREASED230,286225,332+4,954+2%$11.2M$11.2M-$57.4K2026-11-04
Citigroup Inc
INCREASED228,512215,629+12,883+6%$10.7M$11.1M+$339.7K2026-11-04
Creative Financial Designs Inc
INCREASED227,0322,144+224,888+10489%$106.7K$11.0M+$10.9M2026-11-04
Wealth Enhancement Trust Services, Inc.
INCREASED221,950208,640+13,310+6%$10.4M$10.8M+$369.6K2026-10-07
Mainsail Financial Group, LLC
INCREASED219,475200,002+19,473+10%$10.0M$10.6M+$679.7K2026-10-23
D.A. Davidson & Co.
DECREASED207,679208,620-9410%$10.4M$10.1M-$320.9K2026-10-28
LexAurum Advisors, LLC
INCREASED204,005193,250+10,755+6%$9.6M$9.9M+$266.1K2026-10-19
IFP Advisors, Inc
DECREASED199,587270,349-70,762-26%$13.5M$9.7M-$3.8M2026-10-16
TCP Asset Management, LLC
INCREASED194,149188,811+5,338+3%$9.4M$9.4M+$15.3K2026-10-14
Fifth Third Bancorp
DECREASED183,141183,745-6040%$9.1M$8.9M-$271.8K2026-11-05
MRA Advisory Group
INCREASED170,684148,202+22,482+15%$7.4M$8.3M+$893.8K2026-10-07
Fairway Financial, LLC
INCREASED170,481145,852+24,629+17%$7.3M$8.3M+$1.0M2026-10-20
Centennial Wealth Advisory LLC
DECREASED170,031175,229-5,198-3%$8.7M$8.2M-$481.6K2026-10-16
Elevation Point Wealth Partners, LLC
DECREASED157,895253,730-95,835-38%$12.6M$7.7M-$5.0M2026-11-05
EdgeRock Capital LLC
INCREASED153,209150,044+3,165+2%$7.5M$7.4M-$44.7K2026-11-03
Lunt Capital Management, Inc.
INCREASED141,308137,684+3,624+3%$6.9M$6.8M-$6.1K2026-10-30
Genesis Private Wealth, LLC
INCREASED141,028135,807+5,221+4%$6.8M$6.8M+$73.7K2026-11-02
RFG Advisory, LLC
DECREASED135,765139,646-3,881-3%$7.0M$6.6M-$372.4K2026-11-03
Vaquero Private Wealth, LTD
DECREASED131,152133,458-2,306-2%$6.6M$6.4M-$287.9K2026-10-27
Triumph Capital Management
DECREASED118,308135,124-16,816-12%$6.7M$5.7M-$993.3K2026-10-14
MGO One Seven LLC
DECREASED115,286139,177-23,891-17%$6.9M$5.6M-$1.3M2026-10-28
Wilkerson Advisory Group LLC
INCREASED108,16799,437+8,730+9%$5.0M$5.2M+$291.8K2026-10-20
Thrivent Financial for Lutherans
DECREASED107,348108,213-865-1%$5.4M$5.2M-$181.0K2026-11-05
Oppenheimer & Co Inc
DECREASED104,575109,190-4,615-4%$5.4M$5.1M-$367.8K2026-10-26
RiverTree Advisors, LLC
DECREASED103,629129,770-26,141-20%$6.5M$5.0M-$1.4M2026-10-13
Friedenthal Financial
INCREASED102,55689,209+13,347+15%$4.4M$5.0M+$529.0K2026-10-27
James J. Burns & Company, LLC
INCREASED100,23595,616+4,619+5%$4.8M$4.9M+$97.6K2026-10-22
Wedbush Securities Inc
INCREASED95,77794,587+1,190+1%$4.7M$4.6M-$68.0K2026-10-22
Avior Wealth Management, LLC
DECREASED90,71795,005-4,288-5%$4.7M$4.4M-$333.2K2026-10-13
Compass Financial Management LLC
INCREASED88,41788,335+82+0%$4.4M$4.3M-$112.5K2026-10-30
Atria Investments, Inc
INCREASED84,15880,488+3,670+5%$4.0M$4.1M+$71.6K2026-10-15
CoreCap Advisors, LLC
INCREASED79,25165,450+13,801+21%$3.3M$3.8M+$582.4K2026-10-08
Wealthcare Advisory Partners LLC
INCREASED72,01764,986+7,031+11%$3.2M$3.5M+$254.9K2026-10-21
Dominguez Wealth Management Solutions, Inc.
INCREASED68,73168,536+195+0%$3.4M$3.3M-$81.0K2026-10-07
Endowment Wealth Management, Inc.
INCREASED67,79159,280+8,511+14%$3.0M$3.3M+$334.2K2026-11-03
Park Avenue Securities LLC
INCREASED66,05657,218+8,838+15%$2.8M$3.2M+$353.0K2026-10-26
Insight Inv LLC
INCREASED65,48962,900+2,589+4%$3.1M$3.2M+$42.4K2026-10-27
Center for Financial Planning, Inc.
DECREASED64,52164,522-10%$3.2M$3.1M-$85.2K2026-10-26
City Holding Co
INCREASED58,51057,711+799+1%$2.9M$2.8M-$37.5K2026-10-19
Marino, Stram & Associates LLC
INCREASED57,76556,786+979+2%$2.8M$2.8M-$27.5K2026-10-22
Stonehaven Wealth & TAX Solutions, LLC
DECREASED57,46369,256-11,793-17%$3.4M$2.8M-$662.9K2026-10-22
Perigon Wealth Management, LLC
INCREASED55,17554,484+691+1%$2.7M$2.7M-$38.4K2026-10-22
Split Rock Private Trading & Wealth Management, LLC
INCREASED54,75242,547+12,205+29%$2.1M$2.7M+$535.3K2026-10-15
Plus Group Wealth Advisors LLC
DECREASED54,69654,825-1290%$2.7M$2.7M-$78.6K2026-10-19
Independent Financial Group, LLC
INCREASED53,55342,898+10,655+25%$2.1M$2.6M+$459.7K2026-10-13
Simplicity Wealth,LLC
INCREASED52,12529,376+22,749+77%$1.5M$2.5M+$1.1M2026-10-23
Independent Wealth Network Inc.
INCREASED51,50348,237+3,266+7%$2.4M$2.5M+$94.6K2026-10-19
Endeavor Private Wealth, Inc.
INCREASED50,17047,338+2,832+6%$2.4M$2.4M+$74.8K2026-11-05
Axxcess Wealth Management, LLC
DECREASED49,201230,934-181,733-79%$11.5M$2.4M-$9.1M2026-10-21
Golden State Wealth Management, LLC
DECREASED45,62853,522-7,894-15%$2.7M$2.2M-$453.2K2026-11-02
Bigelow Investment Advisors, LLC
INCREASED45,46243,258+2,204+5%$2.2M$2.2M+$49.7K2026-10-13
Clear Point Advisors Inc.
INCREASED45,44645,392+54+0%$2.3M$2.2M-$57.3K2026-10-30
Capital Investment Advisory Services, LLC
DECREASED44,79048,784-3,994-8%$2.4M$2.2M-$257.4K2026-10-30
APS Management Group, Inc.
DECREASED43,67860,121-16,443-27%$3.0M$2.1M-$876.2K2026-10-14
Patten Group, Inc.
INCREASED43,11936,364+6,755+19%$1.8M$2.1M+$279.3K2026-10-26
Davenport & Co LLC
DECREASED42,86444,539-1,675-4%$2.2M$2.1M-$140.0K2026-10-14
VestGen Advisors, LLC
DECREASED42,65344,459-1,806-4%$2.2M$2.1M-$146.2K2026-10-27
IFC & Insurance Marketing, Inc.
INCREASED42,56340,133+2,430+6%$2.0M$2.1M+$67.3K2026-10-16
Smart Wealth LLC
DECREASED42,21448,850-6,636-14%$2.4M$2.0M-$386.1K2026-11-04
Chris Bulman Inc
DECREASED41,63841,899-261-1%$2.1M$2.0M-$67.9K2026-10-20
O'Connor Financial Group LLC
INCREASED41,59932,465+9,134+28%$1.6M$2.0M+$399.8K2026-10-26
Center For Asset Management LLC
INCREASED41,23737,579+3,658+10%$1.9M$2.0M+$127.7K2026-10-16
J.W. Cole Advisors, Inc.
INCREASED39,14932,511+6,638+20%$1.6M$1.9M+$278.8K2026-11-05
Midwest Financial Group LLC
INCREASED39,05538,313+742+2%$1.9M$1.9M-$14.6K2026-10-15
Wagner Wealth Management, Corp
INCREASED38,74235,652+3,090+9%$1.8M$1.9M+$102.7K2026-10-20
ProCore Advisors, LLC
DECREASED38,33340,741-2,408-6%$2.0M$1.9M-$170.5K2026-10-14
National Wealth Management Group, LLC
DECREASED38,22048,542-10,322-21%$2.4M$1.9M-$564.3K2026-10-26
Ifrah Financial Services, Inc.
INCREASED37,16937,021+148+0%$1.8M$1.8M-$41.7K2026-10-13
Cottonwood Capital Advisors, LLC
DECREASED36,70737,120-413-1%$1.8M$1.8M-$69.0K2026-10-20
Prime Capital Investment Advisors, LLC
INCREASED36,62034,170+2,450+7%$1.7M$1.8M+$73.6K2026-10-20
True Blue Financial, LLC
DECREASED36,09137,554-1,463-4%$1.9M$1.7M-$120.5K2026-10-15
Ascentis Independent Advisors
INCREASED35,439436+35,003+8028%$21.7K$1.7M+$1.7M2026-11-03
Wisconsin Wealth Advisors, LLC
DECREASED35,06135,168-1070%$1.8M$1.7M-$51.6K2026-10-08
Sigma Planning Corp
DECREASED33,99149,197-15,206-31%$2.4M$1.6M-$800.0K2026-10-23
Team Financial Group, LLC
INCREASED33,93331,728+2,205+7%$1.6M$1.6M+$65.0K2026-10-30
Braun-Bostich & Associates Inc.
DECREASED33,89986,705-52,806-61%$4.3M$1.6M-$2.7M2026-10-20
Acorn Wealth Advisors, LLC
INCREASED33,79430,548+3,246+11%$1.5M$1.6M+$117.0K2026-10-19
Carlson Financial, Inc.
INCREASED33,34532,821+524+2%$1.6M$1.6M-$17.7K2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED33,29228,051+5,241+19%$1.4M$1.6M+$225.8K2026-10-13
Maia Wealth LLC
DECREASED32,61736,120-3,503-10%$1.8M$1.6M-$217.4K2026-10-19
EverSource Wealth Advisors, LLC
DECREASED31,98097,648-65,668-67%$4.9M$1.5M-$3.3M2026-11-04
Integrated Advisors Network LLC
DECREASED31,24933,286-2,037-6%$1.7M$1.5M-$142.7K2026-10-20
Romano Brothers and Company
DECREASED31,12532,425-1,300-4%$1.6M$1.5M-$105.8K2026-10-22
Beacon Financial Advisory LLC
DECREASED30,73935,798-5,059-14%$1.8M$1.5M-$292.4K2026-10-16
Balefire, LLC
INCREASED30,58129,715+866+3%$1.5M$1.5M+$2.7K2026-10-09
Avestar Capital, LLC
INCREASED28,05918,610+9,449+51%$926.4K$1.4M+$433.3K2026-10-28
Atwood & Palmer Inc
UNCHANGED27,02527,02500%$1.3M$1.3M-$35.7K2026-10-08
Chicago Partners Investment Group LLC
INCREASED26,38725,416+971+4%$1.3M$1.3M+$32.1K2026-10-27
Laurel OAK Wealth Management, LLC
INCREASED25,90015,761+10,139+64%$784.6K$1.3M+$470.6K2026-10-19
Crusonia Wealth Advisors LLC
INCREASED25,65521,463+4,192+20%$1.1M$1.2M+$174.9K2026-10-26
Bank of New York Mellon Corp
INCREASED24,69818,929+5,769+30%$942.3K$1.2M+$254.6K2026-11-05
Barrett & Company, Inc.
INCREASED24,45224,252+200+1%$1.2M$1.2M-$22.3K2026-10-22
Nations Financial Group Inc,
INCREASED24,33522,344+1,991+9%$1.1M$1.2M+$67.0K2026-11-05
Raab & Moskowitz Asset Management LLC
DECREASED23,37925,238-1,859-7%$1.3M$1.1M-$123.4K2026-11-02
Apollon Wealth Management, LLC
DECREASED23,32524,639-1,314-5%$1.2M$1.1M-$96.2K2026-10-23
Global Assets Advisory, LLC
DECREASED22,79022,874-840%$1.1M$1.1M-$32.8K2026-10-28
Tcfg Investment Advisors, LLC
DECREASED22,54622,831-285-1%$1.1M$1.1M-$43.9K2026-10-20
Pacific Excel Wealth Advisors, Inc.
NEW21,736—+21,736——$1.1M—2026-10-27
Chiron Capital Management, LLC
DECREASED21,60322,476-873-4%$1.1M$1.0M-$72.0K2026-10-15
Keystone Wealth Services, LLC
INCREASED21,47420,923+551+3%$1.0M$1.0M+$5792026-11-03
Private Trust Co NA
INCREASED21,27116,645+4,626+28%$828.6K$1.0M+$202.2K2026-10-20
TradeWell Securities, Llc.
INCREASED20,7288,750+11,978+137%$435.6K$1.0M+$568.9K2026-10-21
Helium Advisors LLC
DECREASED20,44621,076-630-3%$1.0M$990.8K-$58.3K2026-10-23
Southland Equity Partners LLC
INCREASED20,14314,008+6,135+44%$697.3K$976.1K+$278.8K2026-10-14
BAM Wealth Management, LLC
INCREASED19,45219,166+286+1%$954.1K$942.6K-$11.4K2026-10-15
Dynamic Advisor Solutions LLC
INCREASED18,52917,105+1,424+8%$851.5K$897.9K+$46.4K2026-10-13
Capital CS Group, LLC
DECREASED18,35119,618-1,267-6%$976.6K$889.3K-$87.3K2026-10-29
TBH Global Asset Management, LLC
DECREASED17,35932,965-15,606-47%$1.6M$1.2M-$419.5K2026-11-03
Comprehensive Wealth Management, LLC
INCREASED17,29417,268+26+0%$859.6K$838.1K-$21.5K2026-11-02
Towerpoint Wealth, LLC
DECREASED16,82616,951-125-1%$843.8K$815.4K-$28.5K2026-10-13
Titleist Asset Management, LLC
INCREASED16,7477,266+9,481+130%$361.7K$811.5K+$449.8K2026-10-08
Eagle Harbor Asset Management Inc
INCREASED16,35116,327+24+0%$812.8K$792.4K-$20.4K2026-10-21
Hidden Cove Wealth Management, LLC
DECREASED15,99866,075-50,077-76%$3.3M$775.3K-$2.5M2026-10-19
Ascent Group, LLC
INCREASED15,94615,900+46+0%$791.5K$772.7K-$18.8K2026-10-30
Sovran Advisors, LLC
DECREASED15,53479,857-64,323-81%$4.0M$758.8K-$3.2M2026-11-02
BostonPremier Wealth LLC
DECREASED15,27115,704-433-3%$781.8K$740.0K-$41.7K2026-10-16
Avaii Wealth Management, LLC
DECREASED14,96715,343-376-2%$763.8K$725.8K-$38.0K2026-10-09
Iams Wealth Management, LLC
DECREASED14,53417,771-3,237-18%$884.7K$704.4K-$180.4K2026-10-15
Barnes Dennig Private Wealth Management LLC
INCREASED13,95712,969+988+8%$645.6K$676.4K+$30.8K2026-10-30
Spire Wealth Management
INCREASED13,85611,667+2,189+19%$580.8K$671.5K+$90.7K2026-10-30
Farmers & Merchants Trust Co of Long Beach
UNCHANGED13,84113,84100%$689.0K$670.7K-$18.3K2026-10-22
Creative Planning
INCREASED13,52512,410+1,115+9%$617.8K$655.4K+$37.7K2026-11-02
Kingswood Wealth Advisors, LLC
INCREASED13,32910,719+2,610+24%$533.6K$645.9K+$112.3K2026-10-23
Morey & Quinn Wealth Partners, LLC
DECREASED13,15217,841-4,689-26%$888.1K$637.3K-$250.8K2026-10-28
Founders Financial Securities LLC
INCREASED12,8557,495+5,360+72%$373.1K$623.0K+$249.9K2026-10-28
B. Riley Wealth Advisors, Inc.
NEW12,836—+12,836——$622.0K—2026-10-13
Robertson Stephens Wealth Management, LLC
DECREASED12,79613,531-735-5%$673.6K$620.1K-$53.5K2026-10-16
Ballew Advisors, Inc
INCREASED12,48212,382+100+1%$615.8K$605.3K-$10.6K2026-10-05
International Assets Investment Management, LLC
DECREASED12,11913,298-1,179-9%$660.7K$588.1K-$72.5K2026-11-02
StrongBox Wealth, LLC
DECREASED12,07513,975-1,900-14%$695.7K$585.2K-$110.5K2026-11-02
Accurate Wealth Management, LLC
INCREASED11,7887,915+3,873+49%$393.3K$573.9K+$180.6K2026-10-20
Lanark Financial, Inc.
DECREASED11,30611,583-277-2%$576.6K$547.9K-$28.7K2026-10-26
Realta Investment Advisors
INCREASED11,01010,040+970+10%$499.8K$533.5K+$33.7K2026-10-14
Financial Network Wealth Advisors LLC
DECREASED10,78713,002-2,215-17%$647.2K$522.7K-$124.5K2026-10-28
Grantvest Financial Group LLC
INCREASED10,5416,060+4,481+74%$301.7K$510.8K+$209.1K2026-10-21
BlueChip Wealth Advisors LLC
INCREASED10,3156,084+4,231+70%$302.9K$499.9K+$197.0K2026-11-03
Columbia Advisory Partners LLC
DECREASED9,77412,537-2,763-22%$624.1K$473.6K-$150.4K2026-10-15
IMG Wealth Management, Inc.
DECREASED9,73836,781-27,043-74%$1.8M$471.9K-$1.4M2026-10-27
Claro Advisors Inc.
INCREASED9,7068,965+741+8%$446.3K$470.3K+$24.0K2026-11-02
Embree Financial Group
DECREASED9,4309,790-360-4%$487.3K$457.0K-$30.4K2026-10-22
Wealth Effects LLC
UNCHANGED9,3949,39400%$467.6K$455.2K-$12.4K2026-10-23
Burke & Herbert Bank & Trust Co
UNCHANGED9,0539,05300%$450.7K$438.7K-$12.0K2026-11-02
626 Financial, LLC
DECREASED8,9159,451-536-6%$470.5K$432.0K-$38.4K2026-11-04
Strategic Blueprint, LLC
INCREASED8,7584,440+4,318+97%$221.0K$424.4K+$203.4K2026-10-22
Highline Wealth Partners LLC
INCREASED8,6587,560+1,098+15%$376.3K$419.6K+$43.2K2026-10-19
Family Legacy, Inc.
UNCHANGED8,5138,51300%$423.8K$412.5K-$11.2K2026-10-13
Narwhal Capital Management
NEW8,143—+8,143——$394.6K—2026-11-04
Meridian Wealth Management, LLC
DECREASED8,1118,923-812-9%$444.2K$393.1K-$51.1K2026-11-05
BankPlus Wealth Management LLC
DECREASED7,9608,694-734-8%$432.8K$385.7K-$47.1K2026-10-13
Leo Wealth, LLC
NEW7,858—+7,858——$380.8K—2026-10-26
Ignite Planners, LLC
NEW7,637—+7,637——$370.3K—2026-10-14
PFG Advisors
DECREASED7,4738,312-839-10%$413.8K$362.1K-$51.6K2026-10-16
Milestones Private Investment Advisors LLC
INCREASED7,4467,317+129+2%$364.3K$360.8K-$3.4K2026-10-19
Sowell Financial Services LLC
DECREASED7,34919,933-12,584-63%$992.3K$356.1K-$636.1K2026-10-23
Novem Group
INCREASED7,2205,553+1,667+30%$276.4K$349.9K+$73.5K2026-10-19
J.M. Arbour, LLC
DECREASED7,1547,249-95-1%$360.9K$346.7K-$14.2K2026-11-05
Commonwealth Financial Services, LLC
DECREASED6,77057,838-51,068-88%$2.9M$328.1K-$2.6M2026-10-20
Integrity Wealth Advisors, Inc.
NEW6,702—+6,702——$324.8K—2026-10-29
Rossby Financial, LCC
INCREASED6,3956,063+332+5%$301.8K$309.9K+$8.1K2026-11-05
Cornell Pochily Investment Advisors, Inc.
DECREASED6,2707,514-1,244-17%$374.0K$303.8K-$70.2K2026-10-19
Winebrenner Capital Management LLC
DECREASED5,9468,041-2,095-26%$400.3K$288.1K-$112.1K2026-10-07
Integrity Alliance, Llc.
INCREASED5,8244,416+1,408+32%$219.8K$282.2K+$62.4K2026-10-29
Balboa Wealth Partners
INCREASED5,7845,436+348+6%$270.6K$280.3K+$9.7K2026-10-20
Cypress Capital Group
INCREASED5,5505,320+230+4%$264.8K$269.0K+$4.1K2026-11-03
Holos Integrated Wealth LLC
UNCHANGED5,5165,51600%$273.5K$268.8K-$4.7K2026-10-23
TFB Advisors LLC
DECREASED5,5065,713-207-4%$284.4K$266.8K-$17.6K2026-11-02
Signal Advisors Wealth, LLC
INCREASED5,3064,592+714+16%$228.6K$257.1K+$28.5K2026-10-13
Retirement Guys Formula LLC
DECREASED5,2845,479-195-4%$272.8K$256.1K-$16.7K2026-10-26
TrueWealth Advisors, LLC
INCREASED5,1224,710+412+9%$234.5K$248.2K+$13.7K2026-10-09
Smithbridge Asset Management Inc
UNCHANGED5,0015,00100%$249.0K$242.3K-$6.6K2026-10-19
Private Client Services, LLC
DECREASED4,9265,728-802-14%$285.1K$238.7K-$46.4K2026-10-02
Alessandra Capital Management, LLC
UNCHANGED4,9004,90000%$243.9K$237.5K-$6.5K2026-10-30
Trueblood Wealth Management, LLC
INCREASED4,7754,757+18+0%$236.8K$231.4K-$5.4K2026-10-23
USAdvisors Wealth Management, LLC
INCREASED4,7424,551+191+4%$226.0K$229.0K+$3.0K2026-10-21
Summit Wealth Group LLC / Co
INCREASED4,7224,420+302+7%$220.0K$228.8K+$8.8K2026-10-29
RMR Wealth Builders
DECREASED4,7164,724-80%$235.2K$228.5K-$6.6K2026-10-22
Merkkuri Wealth Advisors LLC
INCREASED4,6834,655+28+1%$231.7K$226.9K-$4.8K2026-11-03
Provenance Wealth Advisors, LLC
NEW4,600—+4,600——$222.9K—2026-10-30
Capital Square, LLC
NEW4,576—+4,576——$221.8K—2026-10-19
Asset Allocation Strategies LLC
INCREASED4,5024,088+414+10%$203.5K$218.2K+$14.7K2026-10-20
Crossmark Global Holdings, Inc.
UNCHANGED4,5004,50000%$224.0K$218.1K-$5.9K2026-10-21
Ferguson Shapiro LLC
DECREASED4,48469,264-64,780-94%$3.4M$217.3K-$3.2M2026-10-16
Rubicon Advisors, GP
INCREASED4,4744,449+25+1%$221.5K$216.8K-$4.7K2026-10-23
Sound Income Strategies, LLC
DECREASED4,4375,021-584-12%$249.9K$215.9K-$34.1K2026-10-09
KOM Wealth Management Group, LLC
DECREASED4,30146,633-42,332-91%$2.3M$208.4K-$2.1M2026-10-15
Koshinski Asset Management, Inc.
DECREASED4,2684,523-255-6%$225.1K$206.8K-$18.3K2026-10-29
Archer Investment Corp
DECREASED4,1975,240-1,043-20%$260.8K$203.4K-$57.5K2026-11-05
Gilpin Wealth Management, LLC
INCREASED3,7553,615+140+4%$180.0K$182.0K+$2.0K2026-10-09
Blue Trust, Inc.
NEW3,358—+3,358——$162.7K—2026-10-15
Hilton Head Capital Partners, LLC
UNCHANGED3,3283,32800%$165.7K$161.3K-$4.4K2026-10-23
Pinnacle Bancorp, Inc.
DECREASED3,2554,325-1,070-25%$215.3K$157.7K-$57.6K2026-10-21
First Horizon Corp
UNCHANGED3,2353,23500%$161.0K$156.8K-$4.3K2026-10-26
Noble Wealth Management PBC
INCREASED2,4792,273+206+9%$113.2K$120.1K+$7.0K2026-10-01
Larson Financial Group LLC
DECREASED2,1802,761-581-21%$137.5K$105.7K-$31.8K2026-11-05
MTM Investment Management, LLC
UNCHANGED2,1732,17300%$108.2K$105.3K-$2.9K2026-10-30
Parallel Advisors, LLC
INCREASED2,1712,150+21+1%$107.1K$105.2K-$1.9K2026-11-03
US Bancorp \de\
INCREASED2,0211,841+180+10%$91.6K$97.9K+$6.3K2026-11-05
Harbor Investment Advisory, LLC
UNCHANGED1,6451,64500%$81.9K$79.7K-$2.2K2026-10-13
NBT Bank, N.A.
DECREASED1,4312,446-1,015-41%$121.8K$69.3K-$52.4K2026-10-21
Mosley Wealth Management
DECREASED1,0551,156-101-9%$57.6K$51.4K-$6.1K2026-10-16
Wagner Wealth Management, LLC
DECREASED1,0211,033-12-1%$51.4K$49.5K-$2.0K2026-10-21
Hazlett, Burt & Watson, Inc.
UNCHANGED90090000%$20.0K$24.0K+$4.0K2026-11-04
Raleigh Capital Management Inc.
DECREASED8711,189-318-27%$59.2K$42.2K-$17.0K2026-10-28
Avion Wealth
UNCHANGED62262200%$30$30.0K+$30.0K2026-11-04
Vima LLC
UNCHANGED59359300%$29.5K$28.7K-$7832026-10-23
Root Financial Partners, LLC
NEW586—+586——$28.4K—2026-10-21
Quest 10 Wealth Builders, Inc.
INCREASED540476+64+13%$23.7K$26.2K+$2.5K2026-11-02
Wolff Wiese Magana LLC
UNCHANGED54054000%$26.9K$26.2K-$7132026-10-15
Dhjj Financial Advisors, Ltd.
UNCHANGED52552500%$26.1K$25.4K-$6932026-10-23
Signature Equity Partners, LLC
NEW467—+467——$22.7K—2026-10-29
Y.D. More Investments Ltd
UNCHANGED45045000%$22.4K$21.8K-$5942026-11-02
Go Invest LLC
DECREASED384400-16-4%$19.9K$18.6K-$1.3K2026-10-09
Tounjian Advisory Partners, LLC
DECREASED334447-113-25%$22.2K$16.2K-$6.1K2026-11-04
Cullen T Bankers, Inc.
DECREASED3184,048-3,730-92%$201.5K$15.4K-$186.1K2026-10-28
Silver Grove Financial Group, Inc.
INCREASED14348+95+198%$2.4K$6.9K+$4.5K2026-11-05
Central Trust Co
NEW105—+105——$5.1K—2026-11-05
William Mack & Associates, Inc.
NEW81—+81——$3.9K—2026-10-27
American National Bank & Trust
UNCHANGED757500%$3.7K$3.6K-$992026-10-07
Key Capital Management, Inc
DECREASED6668-2-3%$3.4K$3.2K-$1872026-11-03
Trust Co of Toledo NA
NEW64—+64——$3.1K—2026-10-16
First Command Advisory Services, Inc.
NEW42—+42——$2.0K—2026-11-05
Pinnacle Wealth Planning Services, Inc.
NEW39—+39——$1.9K—2026-10-27
Salomon & Ludwin, LLC
DECREASED3536-1-3%$1.8K$1.7K-$922026-10-29
Lloyd Advisory Services, Llc.
DECREASED19402-383-95%$20.0K$939-$19.1K2026-11-02
Elevated Capital Advisors, LLC
UNCHANGED141400%$697$678-$192026-11-04
Spurstone Advisory Services, LLC
UNCHANGED8800%$397$388-$92026-11-02
Jacobi Capital Management LLC
NEW2—+2——$87—2026-11-05
Allspring Global Investments Holdings, LLC
DECREASED2187-185-99%$9.3K$119-$9.2K2026-11-04
SBI Securities Co., Ltd.
UNCHANGED1100%$50$48-$22026-10-22
Indivisible Partners
CLOSED0118,154-118,154-100%$5.9M$0-$5.9M2026-10-26
FIG Financial Advisory Services Inc
CLOSED086,743-86,743-100%$4.3M$0-$4.3M2026-10-07
Destiny Wealth Partners, LLC
CLOSED055,078-55,078-100%$2.7M$0-$2.7M2026-11-05
Stenger Family Office, LLC
CLOSED049,064-49,064-100%$2.4M$0-$2.4M2026-10-22
Park National Corp
CLOSED029,782-29,782-100%$1.5M$0-$1.5M2026-10-05
Synergy Asset Management, LLC
CLOSED028,369-28,369-100%$1.4M$0-$1.4M2026-11-05
Providence First Trust Co
CLOSED014,614-14,614-100%$727.5K$0-$727.5K2026-11-02
Arbor Capital Management Inc
CLOSED08,469-8,469-100%$419.4K$0-$419.4K2026-10-21
HBW Advisory Services LLC
CLOSED07,326-7,326-100%$364.7K$0-$364.7K2026-10-15
Platform Technology Partners
CLOSED07,226-7,226-100%$359.7K$0-$359.7K2026-11-02
Focus Financial Network, Inc.
CLOSED06,255-6,255-100%$311.4K$0-$311.4K2026-10-14
Kestra Investment Management, LLC
CLOSED04,919-4,919-100%$244.9K$0-$244.9K2026-11-04
Genesee Capital Advisors, LLC
CLOSED04,564-4,564-100%$227.2K$0-$227.2K2026-10-20
Sapient Capital LLC
CLOSED04,278-4,278-100%$213.0K$0-$213.0K2026-10-08
Kaydan Wealth Management, Inc.
CLOSED04,127-4,127-100%$205.4K$0-$205.4K2026-10-08
AdvisorNet Financial, Inc
CLOSED03,056-3,056-100%$152.1K$0-$152.1K2026-10-15
Tucker Asset Management LLC
CLOSED01,604-1,604-100%$79.8K$0-$79.8K2026-10-29
Gill Capital Partners, LLC
CLOSED01,090-1,090-100%$54.3K$0-$54.3K2026-10-13
True Wealth Design, LLC
CLOSED0400-400-100%$19.9K$0-$19.9K2026-10-13
Mascoma Wealth Management LLC
CLOSED0318-318-100%$15.8K$0-$15.8K2026-10-23
Commonwealth Retirement Investments LLC
CLOSED0200-200-100%$10.0K$0-$10.0K2026-10-26
MCF Advisors LLC
CLOSED046-46-100%$2.3K$0-$2.3K2026-10-28
Spectrum Wealth Advisory Group, LLC
CLOSED05-5-100%$239$0-$2392026-10-29
Morgan Stanley
N/A—15,749,351-15,749,351-100%$784.0M———
LPL Financial LLC
N/A—13,749,810-13,749,810-100%$684.5M———
Wells Fargo & Company
N/A—5,707,317-5,707,317-100%$284.1M———
UBS Group AG
N/A—4,963,253-4,963,253-100%$247.1M———
Raymond James Financial Inc
N/A—4,275,132-4,275,132-100%$212.8M———
Royal Bank of Canada
N/A—3,358,268-3,358,268-100%$167.2M———
Cetera Investment Advisers
N/A—2,737,725-2,737,725-100%$136.3M———
HighTower Advisors, LLC
N/A—2,112,029-2,112,029-100%$105.1M———
Bank of America Corp
N/A—2,030,760-2,030,760-100%$101.1M———
First Trust Advisors LP
N/A—1,820,529-1,820,529-100%$90.6M———
Northwestern Mutual Wealth Management Co
N/A—1,351,222-1,351,222-100%$67.3M———
Berger Financial Group, Inc
N/A—1,139,455-1,139,455-100%$56.7M———
Envestnet Asset Management Inc
N/A—1,019,474-1,019,474-100%$50.7M———
Clearwater Capital Advisors, LLC
N/A—952,240-952,240-100%$47.4M———
Harvest Investment Services, LLC
N/A—902,106-902,106-100%$44.9M———
Jones Financial Companies Lllp
N/A—799,678-799,678-100%$39.8M———
Osaic Holdings, Inc.
N/A—762,206-762,206-100%$38.0M———
Harbour Investments, Inc.
N/A—718,902-718,902-100%$35.8M———
Stifel Financial Corp
N/A—678,374-678,374-100%$33.8M———
Private Advisor Group, LLC
N/A—569,240-569,240-100%$28.3M———
&partners
N/A—521,063-521,063-100%$25.9M———
Integrated Wealth Concepts LLC
N/A—504,821-504,821-100%$25.1M———
Vestmark Advisory Solutions, Inc.
N/A—482,534-482,534-100%$24.0M———
Baird Financial Group, Inc.
N/A—469,054-469,054-100%$23.3M———
W1m Asset Management Ltd
N/A—455,785-455,785-100%$22.7M———
Cerity Partners LLC
N/A—423,154-423,154-100%$21.1M———
NewEdge Advisors, LLC
N/A—403,638-403,638-100%$20.1M———
BFC Planning, Inc.
N/A—390,916-390,916-100%$19.5M———
TD Capital Management LLC
N/A—346,384-346,384-100%$17.2M———
American Financial Advisors, LLC
N/A—341,860-341,860-100%$17.0M———
Rockefeller Capital Management L.P.
N/A—332,148-332,148-100%$16.5M———
Carter Financial, LLC
N/A—271,854-271,854-100%$13.5M———
Per Stirling Capital Management, Llc.
N/A—261,396-261,396-100%$13.0M———
MML Investors Services, LLC
N/A—258,857-258,857-100%$12.9M———
Steward Partners Investment Advisory, LLC
N/A—244,622-244,622-100%$12.2M———
Foundations Investment Advisors, LLC
N/A—242,146-242,146-100%$12.1M———
Geneos Wealth Management Inc.
N/A—239,372-239,372-100%$11.9M———
Susquehanna International Group, LLP
N/A—217,699-217,699-100%$10.8M———
Ameritas Investment Partners, Inc.
N/A—215,502-215,502-100%$10.7M———
Petix & Botte Co
N/A—207,621-207,621-100%$10.3M———
Darwin Wealth Management, LLC
N/A—192,500-192,500-100%$9.6M———
Bellevue Asset Management, LLC
N/A—179,754-179,754-100%$8.9M———
Arax Advisory Partners
N/A—173,123-173,123-100%$8.6M———
Jane Street Group, LLC
N/A—169,635-169,635-100%$8.4M———
Ameritas Advisory Services, LLC
N/A—165,085-165,085-100%$8.2M———
Janney Montgomery Scott LLC
N/A—164,855-164,855-100%$8.2M———
Stephens Inc
N/A—163,049-163,049-100%$8.1M———
IMA Advisory Services, Inc.
N/A—149,848-149,848-100%$7.5M———
Mutual Advisors, LLC
N/A—143,639-143,639-100%$7.2M———
Snowden Capital Advisors LLC
N/A—141,131-141,131-100%$7.0M———
Citadel Advisors LLC
N/A—137,190-137,190-100%$6.8M———
Summit Financial, LLC
N/A—132,127-132,127-100%$6.6M———
Independent Advisor Alliance
N/A—127,932-127,932-100%$6.4M———
Kirkwood Financial Services
N/A—127,287-127,287-100%$6.3M———
Heartland Bank & Trust Co
N/A—126,644-126,644-100%$6.3M———
Envestnet Portfolio Solutions, Inc.
N/A—125,279-125,279-100%$6.2M———
JPMorgan Chase & Co
N/A—114,948-114,948-100%$5.7M———
Focus Partners Wealth
N/A—112,574-112,574-100%$5.6M———
Equitable Holdings, Inc.
N/A—105,087-105,087-100%$5.2M———
Coppell Advisory Solutions LLC
N/A—98,408-98,408-100%$73.8K———
Stratos Wealth Partners, Ltd.
N/A—98,050-98,050-100%$4.9M———
Migdal Insurance & Financial Holdings Ltd.
N/A—87,761-87,761-100%$4.4M———
Cornerstone Financial Management LLC
N/A—80,173-80,173-100%$4.0M———
Sanctuary Advisors, LLC
N/A—75,475-75,475-100%$3.8M———
Premier Private Wealth Management LLC
N/A—72,686-72,686-100%$3.6M———
Continuum Advisory, LLC
N/A—70,890-70,890-100%$3.5M———
UBS Asset Management Americas LLC
N/A—65,706-65,706-100%$3.3M———
Western Wealth Management, LLC
N/A—65,423-65,423-100%$3.3M———
Main Street Financial Solutions, LLC
N/A—65,307-65,307-100%$3.3M———
Trivium Point Advisory, LLC
N/A—64,810-64,810-100%$3.2M———
Condor Capital Management
N/A—63,556-63,556-100%$3.2M———
Silver OAK Securities, Incorporated
N/A—63,444-63,444-100%$3.2M———
Gateway Wealth Partners, LLC
N/A—61,013-61,013-100%$3.0M———
Benjamin Edwards Inc
N/A—59,846-59,846-100%$3.0M———
IHT Wealth Management, LLC
N/A—59,667-59,667-100%$3.0M———
Pine Valley Investments Ltd Liability Co
N/A—56,596-56,596-100%$2.8M———
Abbot Financial Management, Inc.
N/A—53,440-53,440-100%$2.7M———
Northeast Planning Associates, Inc. / NH /
N/A—53,042-53,042-100%$2.5M———
Kingsview Wealth Management, LLC
N/A—52,886-52,886-100%$2.6M———
Maridea Wealth Management LLC
N/A—49,095-49,095-100%$2.4M———
Traction Financial Partners, LLC
N/A—46,660-46,660-100%$2.3M———
Trustmark Bank Trust Department
N/A—45,549-45,549-100%$2.3M———
Captrust Financial Advisors
N/A—45,200-45,200-100%$2.3M———
FSB Premier Wealth Management, Inc.
N/A—42,184-42,184-100%$2.1M———
First National Bank of Omaha
N/A—37,917-37,917-100%$1.9M———
Gladstone Institutional Advisory LLC
N/A—36,034-36,034-100%$1.8M———
Renaissance Technologies LLC
N/A—36,000-36,000-100%$1.8M———
Centaurus Financial, Inc.
N/A—35,285-35,285-100%$1.8M———
AE Wealth Management LLC
N/A—34,601-34,601-100%$1.7M———
Arcadia Wealth Management, Inc.
N/A—32,856-32,856-100%$1.6M———
Kovack Advisors, Inc.
N/A—32,026-32,026-100%$1.6M———
NewEdge Wealth, LLC
N/A—31,259-31,259-100%$1.6M———
Perennial Investment Advisors, LLC
N/A—29,625-29,625-100%$1.5M———
Wall Street Financial Group, Inc.
N/A—29,324-29,324-100%$1.5M———
Belpointe Asset Management LLC
N/A—28,100-28,100-100%$1.4M———
Advisory Services Network, LLC
N/A—27,586-27,586-100%$1.4M———
Mariner, LLC
N/A—26,547-26,547-100%$1.3M———
PlanVest Financial, Inc
N/A—23,085-23,085-100%$1.1M———
Prosperity Consulting Group, LLC
N/A—23,068-23,068-100%$1.1M———
Modern Wealth Management, LLC
N/A—23,016-23,016-100%$1.1M———
Kintra Wealth, LLC
N/A—21,758-21,758-100%$1.1M———
S Harris Financial Group, LLC
N/A—21,721-21,721-100%$1.1M———
OneDigital Investment Advisors LLC
N/A—21,677-21,677-100%$1.1M———
Orion Porfolio Solutions, LLC
N/A—21,511-21,511-100%$1.1M———
CreativeOne Wealth, LLC
N/A—21,246-21,246-100%$1.1M———
Manhattan West Asset Management, LLC
N/A—21,145-21,145-100%$1.1M———
Savvy Advisors, Inc.
N/A—19,507-19,507-100%$971.0K———
Ausdal Financial Partners, Inc.
N/A—19,425-19,425-100%$967.0K———
Faithward Advisors, LLC
N/A—18,514-18,514-100%$921.6K———
Calton & Associates, Inc.
N/A—17,912-17,912-100%$891.6K———
Natixis Advisors, LLC
N/A—17,790-17,790-100%$885.0K———
Wealth Watch Advisors, Inc
N/A—17,436-17,436-100%$868.0K———
Stratos Wealth Advisors, LLC
N/A—16,445-16,445-100%$818.6K———
World Investment Advisors
N/A—16,370-16,370-100%$815.3K———
Arkadios Wealth Advisors
N/A—16,315-16,315-100%$812.1K———
Keating Financial Advisory Services, Inc.
N/A—15,880-15,880-100%$790.5K———
Bluespring Wealth Management, LLC
N/A—15,347-15,347-100%$764.0K———
HighPoint Advisor Group LLC
N/A—14,604-14,604-100%$727.0K———
Legacy Edge Advisors, LLC
N/A—13,971-13,971-100%$695.5K———
LaSalle St. Investment Advisors, LLC
N/A—13,588-13,588-100%$676.4K———
Argent Advisors, Inc.
N/A—13,352-13,352-100%$664.7K———
Principal Securities, Inc.
N/A—13,299-13,299-100%$662.0K———
Valley Financial Group, Inc.
N/A—12,851-12,851-100%$639.7K———
MAI Capital Management
N/A—12,762-12,762-100%$635.3K———
WCG Wealth Advisors LLC
N/A—12,576-12,576-100%$626.0K———
Park Square Financial Group, LLC
N/A—11,954-11,954-100%$595.1K———
Entelevest, LLC
N/A—11,112-11,112-100%$553.1K———
Summit Wealth Partners, LLC
N/A—10,936-10,936-100%$544.4K———
IFG Advisory, LLC
N/A—10,737-10,737-100%$534.5K———
Plotkin Financial Advisors, LLC
N/A—10,142-10,142-100%$504.9K———
Goldstone Financial Group, LLC
N/A—10,122-10,122-100%$503.9K———
Beacon Pointe Advisors, LLC
N/A—9,990-9,990-100%$497.3K———
SSI Investment Management LLC
N/A—9,987-9,987-100%$497.2K———
Quantinno Capital Management LP
N/A—9,896-9,896-100%$492.6K———
Global Retirement Partners, LLC
N/A—9,853-9,853-100%$490.5K———
GeoWealth Management, LLC
N/A—9,481-9,481-100%$471.9K———
United Capital Financial Advisors, LLC
N/A—9,378-9,378-100%$465.7K———
Fiduciary Financial Advisors
N/A—9,292-9,292-100%$462.5K———
Kinetic Wealth Investment Advisors LLC
N/A—9,244-9,244-100%$460.2K———
Proactive Wealth Strategies LLC
N/A—8,924-8,924-100%$444.3K———
Rehmann Capital Advisory Group
N/A—8,885-8,885-100%$442.3K———
Hamilton Wealth, LLC
N/A—7,956-7,956-100%$396.0K———
OakTrust Wealth Advisors, LLC
N/A—7,921-7,921-100%$394.3K———
West Michigan Advisors, LLC
N/A—7,917-7,917-100%$394.1K———
Laraway Financial Advisors Inc
N/A—7,810-7,810-100%$388.8K———
1776 Wealth LLC
N/A—7,675-7,675-100%$382.1K———
Ritter Daniher Financial Advisory LLC / de
N/A—7,674-7,674-100%$382.0K———
Strategic Financial Concepts, LLC
N/A—7,455-7,455-100%$371.1K———
Wealth Management Associates, Inc.
N/A—6,714-6,714-100%$334.2K———
Retirement Income Solutions, Inc
N/A—6,632-6,632-100%$330.3K———
Level Four Advisory Services, LLC
N/A—6,455-6,455-100%$321.3K———
Crux Wealth Advisors
N/A—6,210-6,210-100%$309.1K———
PCG Wealth Advisors, LLC
N/A—5,981-5,981-100%$297.7K———
Luminist Capital LLC
N/A—5,886-5,886-100%$293.0K———
Mpwm Advisory Solutions, LLC
N/A—5,766-5,766-100%$287.0K———
Smartleaf Asset Management LLC
N/A—5,702-5,702-100%$284.0K———
Black Swift Group, LLC
N/A—5,520-5,520-100%$274.8K———
Jaffetilchin Investment Partners, LLC
N/A—5,361-5,361-100%$266.8K———
Ancora Advisors LLCA
N/A—5,285-5,285-100%$263.1K———
Betterment LLC
N/A—5,275-5,275-100%$263.0K———
Tidemark, LLC
N/A—4,957-4,957-100%$246.8K———
Talon Private Wealth, LLC
N/A—4,898-4,898-100%$243.8K———
Waterloo Capital, L.P.
N/A—4,894-4,894-100%$243.6K———
Zacks Investment Management
N/A—4,698-4,698-100%$233.9K———
Sargent Investment Group, LLC
N/A—4,560-4,560-100%$227.0K———
Dorsey & Whitney Trust Co LLC
N/A—4,448-4,448-100%$221.4K———
Great Valley Advisor Group, Inc.
N/A—4,295-4,295-100%$213.8K———
PNC Financial Services Group, Inc.
N/A—3,965-3,965-100%$197.4K———
Highland Investment Advisors LLC
N/A—3,499-3,499-100%$174.2K———
Blair William & Co
N/A—3,200-3,200-100%$159.3K———
Medallion Wealth Advisors, LLC
N/A—2,275-2,275-100%$113.2K———
Marshall Investment Management, LLC
N/A—2,223-2,223-100%$110.7K———
Allworth Financial LP
N/A—1,543-1,543-100%$76.8K———
NI Acquisitions Company, LLC
N/A—1,337-1,337-100%$353.9K———
Aptus Capital Advisors, LLC
N/A—826-826-100%$41.1K———
Smithfield Trust Co
N/A—725-725-100%$36.0K———
Bank of Montreal
N/A—724-724-100%$36.0K———
Whittier Trust Co of Nevada Inc
N/A—702-702-100%$34.8K———
BNP Paribas Financial Markets
N/A—338-338-100%$16.8K———
Rothschild Investment LLC
N/A—335-335-100%$16.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—307-307-100%$15.3K———
Bartlett & Co. Wealth Management LLC
N/A—284-284-100%$14.1K———
Cheviot Value Management, LLC
N/A—255-255-100%$12.7K———
Truvestments Capital LLC
N/A—222-222-100%$11.1K———
Ameriflex Group, Inc.
N/A—127-127-100%$6.3K———
N.E.W. Advisory Services LLC
N/A—125-125-100%$6.2K———
Greykasell Wealth Strategies, Inc.
N/A—122-122-100%$6.1K———
Mcguire Capital Advisors Inc
N/A—68-68-100%$3.4K———
Synergy Investment Management, LLC
N/A—62-62-100%$3.1K———
Caitlin John, LLC
N/A—41-41-100%$2.0K———
Dunhill Financial, LLC
N/A—38-38-100%$1.9K———
Clearstead Advisors, LLC
N/A—37-37-100%$1.8K———
Financial Gravity Companies, Inc.
N/A—15-15-100%$747———
Strive Financial Group,LLC
N/A—6-6-100%$299———
Huntington National Bank
N/A—2-2-100%$100———
Showing 479 of 479 institutions