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First Trust ENH Short MAT FD (FTSM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Csenge Advisory Group
INCREASED
Shares1,977,249 from 1,901,343
Change+75,906 (+4%)
Value$117.7M (+$4.1M)
Filed 2026-11-04
Commonwealth Equity Services, LLC
INCREASED
Shares1,269,925 from 1,247,022
Change+22,903 (+2%)
Value$75.6M (+$1.1M)
Filed 2026-11-02
Bdfs Capital LLC
DECREASED
Shares1,110,376 from 1,148,473
Change-38,097 (-3%)
Value$66.3M (-$2.5M)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares930,075 from 891,177
Change+38,898 (+4%)
Value$55.3M (+$2.1M)
Filed 2026-11-02
Gradient Investments LLC
DECREASED
Shares713,305 from 733,976
Change-20,671 (-3%)
Value$42.4M (-$1.4M)
Filed 2026-10-08
TCP Asset Management, LLC
INCREASED
Shares649,525 from 629,760
Change+19,765 (+3%)
Value$38.7M (+$1.1M)
Filed 2026-10-14
Guided Capital Wealth Management, LLC
INCREASED
Shares642,454 from 628,737
Change+13,717 (+2%)
Value$38.2M (+$678.0K)
Filed 2026-10-21
Tucker Asset Management LLC
INCREASED
Shares614,144 from 591,007
Change+23,137 (+4%)
Value$36.5M (+$1.2M)
Filed 2026-10-29
Truist Financial Corp
INCREASED
Shares602,217 from 590,592
Change+11,625 (+2%)
Value$35.8M (+$561.9K)
Filed 2026-10-30
Accurate Wealth Management, LLC
DECREASED
Shares457,105 from 575,587
Change-118,482 (-21%)
Value$27.3M (-$7.2M)
Filed 2026-10-20
One Way Holdings LLC
INCREASED
Shares423,840 from 209,884
Change+213,956 (+102%)
Value$25.2M (+$12.7M)
Filed 2026-10-29
Summit Financial Wealth Advisors, LLC
INCREASED
Shares422,527 from 291,444
Change+131,083 (+45%)
Value$25.1M (+$7.7M)
Filed 2026-10-15
Balboa Wealth Partners
INCREASED
Shares400,559 from 330,361
Change+70,198 (+21%)
Value$23.8M (+$4.1M)
Filed 2026-10-20
Uptick Partners, LLC
INCREASED
Shares392,783 from 386,777
Change+6,006 (+2%)
Value$23.4M (+$272.3K)
Filed 2026-11-04
Mainsail Financial Group, LLC
INCREASED
Shares390,974 from 380,580
Change+10,394 (+3%)
Value$23.3M (+$534.8K)
Filed 2026-10-23
Atria Investments, Inc
DECREASED
Shares354,441 from 383,115
Change-28,674 (-7%)
Value$21.1M (-$1.8M)
Filed 2026-10-15
IFP Advisors, Inc
DECREASED
Shares334,919 from 412,661
Change-77,742 (-19%)
Value$19.9M (-$4.7M)
Filed 2026-10-16
Lake Street Private Wealth, LLC
INCREASED
Shares323,821 from 299,101
Change+24,720 (+8%)
Value$19.3M (+$1.4M)
Filed 2026-10-22
Park National Corp
DECREASED
Shares322,082 from 327,244
Change-5,162 (-2%)
Value$19.2M (-$379.2K)
Filed 2026-10-05
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares290,878 from 292,458
Change-1,580 (-1%)
Value$17.3M (-$152.7K)
Filed 2026-10-13
Kaydan Wealth Management, Inc.
DECREASED
Shares280,383 from 412,387
Change-132,004 (-32%)
Value$16.7M (-$7.9M)
Filed 2026-10-08
Wesbanco Bank Inc
INCREASED
Shares275,285 from 270,711
Change+4,574 (+2%)
Value$16.4M (+$212.6K)
Filed 2026-11-04
Prospera Financial Services Inc
DECREASED
Shares273,856 from 309,875
Change-36,019 (-12%)
Value$16.3M (-$2.2M)
Filed 2026-11-04
Financial Enhancement Group LLC
DECREASED
Shares258,930 from 310,065
Change-51,135 (-16%)
Value$15.4M (-$3.1M)
Filed 2026-10-08
Flagship Harbor Advisors, LLC
DECREASED
Shares255,019 from 259,078
Change-4,059 (-2%)
Value$15.2M (-$298.5K)
Filed 2026-10-26
Oppenheimer & Co Inc
DECREASED
Shares250,505 from 268,324
Change-17,819 (-7%)
Value$14.9M (-$1.1M)
Filed 2026-10-26
Hilton Head Capital Partners, LLC
INCREASED
Shares248,582 from 195,302
Change+53,280 (+27%)
Value$14.8M (+$3.1M)
Filed 2026-10-23
Ellsworth Advisors, LLC
INCREASED
Shares245,440 from 235,692
Change+9,748 (+4%)
Value$14.6M (+$507.0K)
Filed 2026-10-15
Capital Investment Advisory Services, LLC
INCREASED
Shares242,249 from 216,011
Change+26,238 (+12%)
Value$14.4M (+$1.5M)
Filed 2026-10-30
Kestra Advisory Services, LLC
DECREASED
Shares239,861 from 270,408
Change-30,547 (-11%)
Value$14.3M (-$1.9M)
Filed 2026-11-02
Titleist Asset Management, LLC
INCREASED
Shares238,310 from 237,223
Change+1,087 (+0%)
Value$14.2M (+$12.5K)
Filed 2026-10-08
Stablepoint Partners, LLC
INCREASED
Shares229,893 from 213,638
Change+16,255 (+8%)
Value$13.7M (+$920.3K)
Filed 2026-11-03
Altium Investment Strategies LLC
DECREASED
Shares218,879 from 269,789
Change-50,910 (-19%)
Value$13.1M (-$3.1M)
Filed 2026-10-20
Shelton Wealth Management, LLC
DECREASED
Shares217,215 from 218,227
Change-1,012 (0%)
Value$12.9M (-$108.2K)
Filed 2026-10-16
Crusonia Wealth Advisors LLC
DECREASED
Shares210,205 from 229,593
Change-19,388 (-8%)
Value$12.5M (-$1.2M)
Filed 2026-10-26
Avestar Capital, LLC
DECREASED
Shares207,152 from 249,197
Change-42,045 (-17%)
Value$12.3M (-$2.6M)
Filed 2026-10-28
Citigroup Inc
DECREASED
Shares204,964 from 214,171
Change-9,207 (-4%)
Value$12.2M (-$595.0K)
Filed 2026-11-04
Ashton Thomas Private Wealth, LLC
INCREASED
Shares199,306 from 176,485
Change+22,821 (+13%)
Value$11.9M (+$1.3M)
Filed 2026-11-03
IronBridge Private Wealth, LLC
INCREASED
Shares188,172 from 183,912
Change+4,260 (+2%)
Value$11.2M (+$213.1K)
Filed 2026-11-03
McGuire Investment Group, LLC
INCREASED
Shares177,647 from 169,529
Change+8,118 (+5%)
Value$10.6M (+$445.8K)
Filed 2026-10-23
Transcendent Capital Group LLC
INCREASED
Shares167,300 from 161,981
Change+5,319 (+3%)
Value$10.0M (+$280.9K)
Filed 2026-10-28
Cassia Capital Partners, LLC
DECREASED
Shares163,584 from 164,178
Change-594 (0%)
Value$9.7M (-$71.6K)
Filed 2026-11-04
Simplicity Wealth,LLC
INCREASED
Shares159,421 from 119,626
Change+39,795 (+33%)
Value$9.5M (+$2.3M)
Filed 2026-10-23
Integrated Advisors Network LLC
INCREASED
Shares156,117 from 148,987
Change+7,130 (+5%)
Value$9.3M (+$391.5K)
Filed 2026-10-20
Fifth Third Bancorp
DECREASED
Shares140,440 from 146,635
Change-6,195 (-4%)
Value$8.4M (-$400.9K)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
INCREASED
Shares134,268 from 129,629
Change+4,639 (+4%)
Value$8.0M (+$248.5K)
Filed 2026-10-16
Ifrah Financial Services, Inc.
INCREASED
Shares133,218 from 131,308
Change+1,910 (+1%)
Value$7.9M (+$84.7K)
Filed 2026-10-13
Clear Creek Financial Management, LLC
DECREASED
Shares132,794 from 177,716
Change-44,922 (-25%)
Value$7.9M (-$2.7M)
Filed 2026-10-28
Blueprint Investment Partners LLC
INCREASED
Shares127,999 from 64,340
Change+63,659 (+99%)
Value$7.6M (+$3.8M)
Filed 2026-10-28
Virtus Wealth Solutions LLC
DECREASED
Shares127,067 from 130,357
Change-3,290 (-3%)
Value$7.6M (-$224.4K)
Filed 2026-11-03
Fairway Financial, LLC
INCREASED
Shares126,548 from 106,271
Change+20,277 (+19%)
Value$7.5M (+$1.2M)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
DECREASED
Shares126,484 from 153,490
Change-27,006 (-18%)
Value$7.5M (-$1.6M)
Filed 2026-11-06
D.A. Davidson & Co.
DECREASED
Shares125,537 from 149,403
Change-23,866 (-16%)
Value$7.5M (-$1.5M)
Filed 2026-10-28
Blueprint Financial Advisors LLC
INCREASED
Shares124,927 from 99,398
Change+25,529 (+26%)
Value$7.4M (+$1.5M)
Filed 2026-10-28
WealthPlan Investment Management, LLC
INCREASED
Shares122,189 from 115,295
Change+6,894 (+6%)
Value$7.3M (+$384.9K)
Filed 2026-10-15
Triumph Capital Management
DECREASED
Shares114,075 from 135,522
Change-21,447 (-16%)
Value$6.8M (-$1.3M)
Filed 2026-10-14
Opinicus Capital, Inc.
INCREASED
Shares103,675 from 84,963
Change+18,712 (+22%)
Value$6.2M (+$1.1M)
Filed 2026-10-28
Nilsine Partners, LLC
INCREASED
Shares101,919 from 98,164
Change+3,755 (+4%)
Value$6.1M (+$201.9K)
Filed 2026-11-02
EdgeRock Capital LLC
INCREASED
Shares100,086 from 94,414
Change+5,672 (+6%)
Value$6.0M (+$316.8K)
Filed 2026-11-03
RiverTree Advisors, LLC
INCREASED
Shares99,012 from 79,945
Change+19,067 (+24%)
Value$5.9M (+$1.1M)
Filed 2026-10-13
TKG Advisors, LLC
DECREASED
Shares98,611 from 144,261
Change-45,650 (-32%)
Value$5.9M (-$2.7M)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
INCREASED
Shares98,401 from 92,287
Change+6,114 (+7%)
Value$5.9M (+$343.5K)
Filed 2026-11-05
Gerald Baker Financial Group LLC
INCREASED
Shares96,614 from 62,763
Change+33,851 (+54%)
Value$5.7M (+$2.0M)
Filed 2026-10-09
Sterling Manor Financial, LLC
NEW
Shares95,845
Change+95,845
Value$5.7M
Filed 2026-10-21
Plus Group Wealth Advisors LLC
DECREASED
Shares87,832 from 89,073
Change-1,241 (-1%)
Value$5.2M (-$93.5K)
Filed 2026-10-19
MGO One Seven LLC
INCREASED
Shares78,738 from 61,706
Change+17,032 (+28%)
Value$4.7M (+$1,000.0K)
Filed 2026-10-28
Commonwealth Financial Services, LLC
INCREASED
Shares77,485 from 74,885
Change+2,600 (+3%)
Value$4.6M (+$138.3K)
Filed 2026-10-20
StoneX Group Inc.
INCREASED
Shares76,458 from 70,930
Change+5,528 (+8%)
Value$4.6M (+$316.4K)
Filed 2026-11-03
Farther Finance Advisors, LLC
INCREASED
Shares73,868 from 59,209
Change+14,659 (+25%)
Value$4.4M (+$859.3K)
Filed 2026-10-08
Independent Financial Group, LLC
INCREASED
Shares73,716 from 52,892
Change+20,824 (+39%)
Value$4.4M (+$1.2M)
Filed 2026-10-13
Wagner Wealth Management, LLC
INCREASED
Shares69,655 from 68,508
Change+1,147 (+2%)
Value$4.1M (+$53.2K)
Filed 2026-10-21
Triad Wealth Partners, LLC
INCREASED
Shares69,473 from 60,606
Change+8,867 (+15%)
Value$4.1M (+$514.0K)
Filed 2026-10-26
G&S Capital LLC
DECREASED
Shares67,240 from 97,797
Change-30,557 (-31%)
Value$4.0M (-$1.8M)
Filed 2026-10-23
Towerpoint Wealth, LLC
INCREASED
Shares66,452 from 64,461
Change+1,991 (+3%)
Value$4.0M (+$104.3K)
Filed 2026-10-13
Stenger Family Office, LLC
INCREASED
Shares66,256 from 7,069
Change+59,187 (+837%)
Value$4.0M (+$3.5M)
Filed 2026-10-22
Sigma Planning Corp
DECREASED
Shares64,235 from 70,411
Change-6,176 (-9%)
Value$3.8M (-$381.9K)
Filed 2026-10-23
Daymark Wealth Partners, LLC
DECREASED
Shares64,086 from 88,878
Change-24,792 (-28%)
Value$3.8M (-$1.5M)
Filed 2026-11-04
IMG Wealth Management, Inc.
INCREASED
Shares63,242 from 20,013
Change+43,229 (+216%)
Value$3.8M (+$2.6M)
Filed 2026-10-27
Centerpoint Advisory Group
DECREASED
Shares61,577 from 65,281
Change-3,704 (-6%)
Value$3.7M (-$234.8K)
Filed 2026-10-23
Sowell Financial Services LLC
DECREASED
Shares59,921 from 61,933
Change-2,012 (-3%)
Value$3.6M (-$133.4K)
Filed 2026-10-23
Aprio Wealth Management, LLC
DECREASED
Shares59,540 from 62,445
Change-2,905 (-5%)
Value$3.5M (-$186.6K)
Filed 2026-10-28
Citizens Financial Group Inc
INCREASED
Shares57,267 from 56,683
Change+584 (+1%)
Value$3.4M (+$22.5K)
Filed 2026-10-23
Wealthcare Advisory Partners LLC
INCREASED
Shares56,404 from 56,276
Change+128 (+0%)
Value$3.4M (-$4.8K)
Filed 2026-10-21
Synergy Asset Management, LLC
INCREASED
Shares56,326 from 54,574
Change+1,752 (+3%)
Value$3.4M (+$92.3K)
Filed 2026-11-05
Cornerstone Wealth Management, LLC
INCREASED
Shares55,239 from 54,632
Change+607 (+1%)
Value$3.3M (+$24.1K)
Filed 2026-11-04
Great Lakes Retirement, Inc.
DECREASED
Shares54,455 from 55,055
Change-600 (-1%)
Value$3.3M (-$47.9K)
Filed 2026-10-26
Castle Rock Wealth Management, LLC
INCREASED
Shares53,572 from 50,293
Change+3,279 (+7%)
Value$3.2M (+$186.8K)
Filed 2026-10-09
Key Client Fiduciary Advisors, LLC
INCREASED
Shares48,310 from 46,945
Change+1,365 (+3%)
Value$2.9M (+$70.9K)
Filed 2026-10-19
Golden State Wealth Management, LLC
DECREASED
Shares46,812 from 47,208
Change-396 (-1%)
Value$2.8M (-$33.9K)
Filed 2026-11-02
RFG Advisory, LLC
DECREASED
Shares46,152 from 55,939
Change-9,787 (-17%)
Value$2.7M (-$594.8K)
Filed 2026-11-03
B. Riley Wealth Advisors, Inc.
INCREASED
Shares42,943 from 38,081
Change+4,862 (+13%)
Value$2.6M (+$273.2K)
Filed 2026-10-13
Dagco, Inc.
INCREASED
Shares42,426 from 25,759
Change+16,667 (+65%)
Value$2.5M (+$986.2K)
Filed 2026-10-20
Stone Wealth Partners
DECREASED
Shares42,326 from 57,850
Change-15,524 (-27%)
Value$2.5M (-$932.4K)
Filed 2026-11-05
Integrity Alliance, Llc.
DECREASED
Shares42,253 from 54,804
Change-12,551 (-23%)
Value$2.5M (-$759.0K)
Filed 2026-10-29
Cambridge Advisors Inc.
INCREASED
Shares42,200 from 33,827
Change+8,373 (+25%)
Value$2.5M (+$490.8K)
Filed 2026-10-19
Willner & Heller, LLC
DECREASED
Shares39,390 from 40,632
Change-1,242 (-3%)
Value$2.3M (-$82.9K)
Filed 2026-10-28
Family Capital Management, Inc.
DECREASED
Shares38,935 from 58,738
Change-19,803 (-34%)
Value$2.3M (-$1.2M)
Filed 2026-11-03
Core Wealth Partners LLC
INCREASED
Shares35,841 from 31,888
Change+3,953 (+12%)
Value$2.1M (+$228.2K)
Filed 2026-11-02
Merit Financial Group, LLC
DECREASED
Shares35,496 from 43,813
Change-8,317 (-19%)
Value$2.1M (-$504.6K)
Filed 2026-11-06
Keystone Wealth Services, LLC
DECREASED
Shares35,106 from 37,436
Change-2,330 (-6%)
Value$2.1M (-$139.5K)
Filed 2026-11-03
Assetmark, Inc
INCREASED
Shares33,639 from 23,316
Change+10,323 (+44%)
Value$2.0M (+$609.2K)
Filed 2026-10-21
Purus Wealth Management, LLC
DECREASED
Shares33,139 from 35,114
Change-1,975 (-6%)
Value$2.0M (-$125.3K)
Filed 2026-10-15
International Assets Investment Management, LLC
INCREASED
Shares32,562 from 31,753
Change+809 (+3%)
Value$1.9M (+$42.5K)
Filed 2026-11-02
Maia Wealth LLC
INCREASED
Shares32,142 from 28,369
Change+3,773 (+13%)
Value$1.9M (+$218.3K)
Filed 2026-10-19
Spire Wealth Management
DECREASED
Shares31,934 from 35,834
Change-3,900 (-11%)
Value$1.9M (-$240.0K)
Filed 2026-10-30
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares31,338 from 33,175
Change-1,837 (-6%)
Value$1.9M (-$116.6K)
Filed 2026-10-14
Insight Advisors, LLC/ PA
DECREASED
Shares31,056 from 31,504
Change-448 (-1%)
Value$1.8M (-$33.6K)
Filed 2026-10-22
San Luis Wealth Advisors LLC
NEW
Shares29,869
Change+29,869
Value$1.8M
Filed 2026-10-27
Beacon Financial Advisory LLC
DECREASED
Shares29,866 from 34,023
Change-4,157 (-12%)
Value$1.8M (-$254.9K)
Filed 2026-10-16
Chicago Partners Investment Group LLC
INCREASED
Shares28,835 from 27,856
Change+979 (+4%)
Value$1.7M (+$55.4K)
Filed 2026-10-27
NWF Advisory Services Inc.
DECREASED
Shares28,503 from 42,339
Change-13,836 (-33%)
Value$1.7M (-$832.7K)
Filed 2026-10-19
Ascentis Independent Advisors
NEW
Shares27,395
Change+27,395
Value$1.6M
Filed 2026-11-03
Wisconsin Wealth Advisors, LLC
DECREASED
Shares26,570 from 26,849
Change-279 (-1%)
Value$1.6M (-$22.5K)
Filed 2026-10-08
Clear Point Advisors Inc.
DECREASED
Shares26,054 from 26,074
Change-20 (0%)
Value$1.6M (-$6.9K)
Filed 2026-10-30
Welch & Forbes LLC
DECREASED
Shares25,113 from 25,841
Change-728 (-3%)
Value$1.5M (-$49.0K)
Filed 2026-11-04
Vaughan David Investments LLC
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$1.5M (-$5.0K)
Filed 2026-11-05
Quad-Cities Investment Group, LLC
DECREASED
Shares24,963 from 25,883
Change-920 (-4%)
Value$1.5M (-$60.4K)
Filed 2026-10-16
Wedbush Securities Inc
DECREASED
Shares24,581 from 27,539
Change-2,958 (-11%)
Value$1.5M (-$182.0K)
Filed 2026-10-22
Apollon Wealth Management, LLC
DECREASED
Shares24,288 from 24,764
Change-476 (-2%)
Value$1.4M (-$33.8K)
Filed 2026-10-23
Creative Planning
INCREASED
Shares23,368 from 23,307
Change+61 (+0%)
Value$1.4M (-$1.5K)
Filed 2026-11-02
Paladin Wealth, LLC
DECREASED
Shares23,353 from 24,856
Change-1,503 (-6%)
Value$1.4M (-$94.9K)
Filed 2026-10-23
Balefire, LLC
DECREASED
Shares22,949 from 24,677
Change-1,728 (-7%)
Value$1.4M (-$108.2K)
Filed 2026-10-09
Elevation Point Wealth Partners, LLC
DECREASED
Shares22,563 from 26,701
Change-4,138 (-15%)
Value$1.3M (-$252.0K)
Filed 2026-11-05
Level Four Advisory Services, LLC
INCREASED
Shares22,263 from 21,197
Change+1,066 (+5%)
Value$1.3M (+$58.8K)
Filed 2026-11-06
Uncommon Cents Investing Inc
INCREASED
Shares22,175 from 22,145
Change+30 (+0%)
Value$1.3M (-$3.1K)
Filed 2026-10-20
Naples Global Advisors, LLC
INCREASED
Shares21,807 from 19,712
Change+2,095 (+11%)
Value$1.3M (+$120.8K)
Filed 2026-11-05
PFS Partners, LLC
INCREASED
Shares21,259 from 4,504
Change+16,755 (+372%)
Value$1.3M (+$996.1K)
Filed 2026-10-21
Asset One Wealth Management LLC
NEW
Shares20,522
Change+20,522
Value$1.2M
Filed 2026-11-02
Stewardship Concepts Financial Services LLC
DECREASED
Shares18,627 from 28,981
Change-10,354 (-36%)
Value$1.1M (-$622.6K)
Filed 2026-10-06
Paragon Private Wealth Management, LLC
INCREASED
Shares18,078 from 17,991
Change+87 (+0%)
Value$1.1M (+$1.2K)
Filed 2026-10-20
Chiron Capital Management, LLC
DECREASED
Shares18,069 from 18,634
Change-565 (-3%)
Value$1.1M (-$37.7K)
Filed 2026-10-15
MTM Investment Management, LLC
DECREASED
Shares17,411 from 17,910
Change-499 (-3%)
Value$1.0M (-$33.6K)
Filed 2026-10-30
Weitzel Financial Services, Inc.
INCREASED
Shares16,350 from 16,195
Change+155 (+1%)
Value$973.7K (+$5.7K)
Filed 2026-10-16
Avior Wealth Management, LLC
DECREASED
Shares16,042 from 17,085
Change-1,043 (-6%)
Value$954.7K (-$65.8K)
Filed 2026-10-13
Lanark Financial, Inc.
DECREASED
Shares15,885 from 17,403
Change-1,518 (-9%)
Value$945.3K (-$94.2K)
Filed 2026-10-26
Integrity Advisory Solutions, LLC
INCREASED
Shares14,862 from 14,438
Change+424 (+3%)
Value$884.5K (+$22.1K)
Filed 2026-10-29
Refined Wealth Management
UNCHANGED
Shares14,209 from 14,209
Change0 (0%)
Value$845.6K (-$3.1K)
Filed 2026-10-13
Prime Capital Investment Advisors, LLC
DECREASED
Shares13,984 from 20,043
Change-6,059 (-30%)
Value$832.2K (-$365.0K)
Filed 2026-10-20
Compass Financial Management LLC
DECREASED
Shares12,806 from 13,207
Change-401 (-3%)
Value$762.1K (-$26.7K)
Filed 2026-10-30
Iams Wealth Management, LLC
NEW
Shares12,795
Change+12,795
Value$761.4K
Filed 2026-10-15
QP Wealth Management, LLC
INCREASED
Shares12,679 from 10,755
Change+1,924 (+18%)
Value$754.5K (+$112.1K)
Filed 2026-10-20
First Financial Group Corp
DECREASED
Shares12,654 from 14,204
Change-1,550 (-11%)
Value$753.0K (-$95.4K)
Filed 2026-10-22
Schwallier Wealth Management LLC
INCREASED
Shares12,630 from 4,824
Change+7,806 (+162%)
Value$751.6K (+$463.5K)
Filed 2026-11-05
Del-Sette Capital Management, LLC
DECREASED
Shares12,598 from 13,148
Change-550 (-4%)
Value$749.7K (-$35.6K)
Filed 2026-10-23
Global Assets Advisory, LLC
DECREASED
Shares12,528 from 13,881
Change-1,353 (-10%)
Value$746.0K (-$83.2K)
Filed 2026-10-28
Tortuga Wealth Management, Inc
INCREASED
Shares11,562 from 9,573
Change+1,989 (+21%)
Value$688.1K (+$116.3K)
Filed 2026-10-27
Private Trust Co NA
DECREASED
Shares11,350 from 15,746
Change-4,396 (-28%)
Value$675.5K (-$265.0K)
Filed 2026-10-20
Manchester Financial Inc
DECREASED
Shares11,242 from 11,742
Change-500 (-4%)
Value$669.0K (-$32.3K)
Filed 2026-10-15
PKS Advisory Services, LLC
UNCHANGED
Shares10,886 from 10,886
Change0 (0%)
Value$650.2K ($0)
Filed 2026-10-26
Midwest Financial Network, LLC
INCREASED
Shares10,879 from 10,663
Change+216 (+2%)
Value$647.4K (+$10.5K)
Filed 2026-10-13
Thrivent Financial for Lutherans
INCREASED
Shares9,961 from 9,887
Change+74 (+1%)
Value$593.0K (+$2.0K)
Filed 2026-11-05
First Heartland Consultants, Inc.
INCREASED
Shares9,890 from 8,290
Change+1,600 (+19%)
Value$588.6K (+$93.4K)
Filed 2026-10-08
Sage Capital Advisors,llc
INCREASED
Shares9,752 from 9,653
Change+99 (+1%)
Value$580.3K (+$3.8K)
Filed 2026-10-13
Signal Advisors Wealth, LLC
DECREASED
Shares9,402 from 10,832
Change-1,430 (-13%)
Value$559.5K (-$87.5K)
Filed 2026-10-13
SLT Holdings LLC
UNCHANGED
Shares9,293 from 9,293
Change0 (0%)
Value$553.0K (-$2.0K)
Filed 2026-10-15
Objective Capital Management, LLC
INCREASED
Shares9,251 from 9,209
Change+42 (+0%)
Value$550.5K (+$462)
Filed 2026-10-13
Symphony Financial, Ltd. Co.
DECREASED
Shares9,167 from 12,649
Change-3,482 (-28%)
Value$545.6K (-$210.0K)
Filed 2026-10-22
Latitude Advisors, LLC
INCREASED
Shares8,849 from 7,288
Change+1,561 (+21%)
Value$526.6K (+$91.2K)
Filed 2026-10-27
Aries Wealth Management
UNCHANGED
Shares8,500 from 8,500
Change0 (0%)
Value$505.8K (-$1.9K)
Filed 2026-10-23
James T. Borello RIA
INCREASED
Shares8,313 from 8,250
Change+63 (+1%)
Value$494.7K (+$2.0K)
Filed 2026-10-16
Cottonwood Capital Advisors, LLC
DECREASED
Shares8,252 from 8,388
Change-136 (-2%)
Value$491.1K (-$9.9K)
Filed 2026-10-20
Rahlfs Capital, LLC
UNCHANGED
Shares7,850 from 7,850
Change0 (0%)
Value$467.2K (-$1.7K)
Filed 2026-10-23
Wilkerson Advisory Group LLC
DECREASED
Shares7,751 from 9,814
Change-2,063 (-21%)
Value$461.3K (-$124.9K)
Filed 2026-10-20
SeaCrest Wealth Management, LLC
DECREASED
Shares7,728 from 7,739
Change-11 (0%)
Value$459.9K (-$2.4K)
Filed 2026-10-21
Founders Financial Securities LLC
NEW
Shares7,624
Change+7,624
Value$453.7K
Filed 2026-10-28
Meridian Wealth Management, LLC
DECREASED
Shares7,517 from 7,883
Change-366 (-5%)
Value$447.3K (-$23.5K)
Filed 2026-11-05
Archer Investment Corp
DECREASED
Shares7,460 from 8,872
Change-1,412 (-16%)
Value$443.9K (-$86.0K)
Filed 2026-11-05
Park Avenue Securities LLC
INCREASED
Shares7,021 from 4,546
Change+2,475 (+54%)
Value$418.0K (+$146.0K)
Filed 2026-10-26
Gibbs Wealth Management
DECREASED
Shares7,020 from 7,717
Change-697 (-9%)
Value$417.8K (-$43.2K)
Filed 2026-10-22
Lunt Capital Management, Inc.
UNCHANGED
Shares6,803 from 6,803
Change0 (0%)
Value$404.8K (-$1.5K)
Filed 2026-10-30
Capital Investment Counsel, LLC
UNCHANGED
Shares6,797 from 6,797
Change0 (0%)
Value$404.5K (-$1.5K)
Filed 2026-10-14
World Equity Group, Inc.
DECREASED
Shares6,154 from 6,776
Change-622 (-9%)
Value$366.2K (-$38.5K)
Filed 2026-10-14
Tcfg Investment Advisors, LLC
DECREASED
Shares6,011 from 6,109
Change-98 (-2%)
Value$357.7K (-$7.2K)
Filed 2026-10-20
Lodestar Private Asset Management LLC
INCREASED
Shares6,006 from 5,173
Change+833 (+16%)
Value$357.4K (+$48.4K)
Filed 2026-10-26
Cherry Creek Investment Advisors, Inc.
INCREASED
Shares5,688 from 5,665
Change+23 (+0%)
Value$338.5K (+$103)
Filed 2026-10-14
Davenport & Co LLC
NEW
Shares5,574
Change+5,574
Value$331.7K
Filed 2026-10-14
Blueline Advisors LLC
INCREASED
Shares5,398 from 3,624
Change+1,774 (+49%)
Value$321.2K (+$104.4K)
Filed 2026-10-15
Sovran Advisors, LLC
DECREASED
Shares5,376 from 5,878
Change-502 (-9%)
Value$321.3K (-$30.8K)
Filed 2026-11-02
EverSource Wealth Advisors, LLC
INCREASED
Shares5,332 from 2
Change+5,330 (+266500%)
Value$317.3K (+$317.2K)
Filed 2026-11-04
Independent Wealth Network Inc.
DECREASED
Shares5,124 from 6,000
Change-876 (-15%)
Value$304.9K (-$53.5K)
Filed 2026-10-19
Brady Family Wealth, LLC
UNCHANGED
Shares4,953 from 4,953
Change0 (0%)
Value$294.8K (-$1.1K)
Filed 2026-11-02
US Bancorp \de\
DECREASED
Shares4,895 from 6,277
Change-1,382 (-22%)
Value$291.3K (-$83.6K)
Filed 2026-11-05
Huntleigh Advisors, Inc.
DECREASED
Shares4,850 from 6,922
Change-2,072 (-30%)
Value$288.6K (-$124.8K)
Filed 2026-11-03
Verdence Capital Advisors LLC
NEW
Shares4,690
Change+4,690
Value$279.1K
Filed 2026-10-26
Signature Equity Partners, LLC
INCREASED
Shares4,580 from 3,624
Change+956 (+26%)
Value$272.6K (+$56.1K)
Filed 2026-10-29
Dynamic Advisor Solutions LLC
DECREASED
Shares4,515 from 4,855
Change-340 (-7%)
Value$268.7K (-$21.3K)
Filed 2026-10-13
Nations Financial Group Inc,
INCREASED
Shares4,069 from 4,056
Change+13 (+0%)
Value$242.2K (-$92)
Filed 2026-11-05
Venture Visionary Partners LLC
NEW
Shares4,067
Change+4,067
Value$242.0K
Filed 2026-10-07
Sheets Smith Wealth Management
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$238.0K (-$880)
Filed 2026-10-16
Strid Group, LLC
DECREASED
Shares3,996 from 6,966
Change-2,970 (-43%)
Value$237.8K (-$178.3K)
Filed 2026-10-28
Southland Equity Partners LLC
DECREASED
Shares3,883 from 3,907
Change-24 (-1%)
Value$231.1K (-$2.3K)
Filed 2026-10-14
Brookstone Capital Management
DECREASED
Shares3,860 from 3,877
Change-17 (0%)
Value$229.7K (-$1.9K)
Filed 2026-10-22
Valeo Financial Advisors, LLC
UNCHANGED
Shares3,850 from 3,850
Change0 (0%)
Value$229.1K (-$847)
Filed 2026-10-08
TrueWealth Advisors, LLC
NEW
Shares3,757
Change+3,757
Value$223.6K
Filed 2026-10-09
ASL Financial, LLC
NEW
Shares3,535
Change+3,535
Value$210.4K
Filed 2026-10-15
Parallel Advisors, LLC
DECREASED
Shares3,527 from 6,027
Change-2,500 (-41%)
Value$209.9K (-$150.1K)
Filed 2026-11-03
Merkkuri Wealth Advisors LLC
INCREASED
Shares3,395 from 3,367
Change+28 (+1%)
Value$202.0K (+$929)
Filed 2026-11-03
Northbridge Financial Group, LLC
DECREASED
Shares3,383 from 3,498
Change-115 (-3%)
Value$201.5K (-$7.4K)
Filed 2026-11-05
Evolution Wealth Management Inc.
DECREASED
Shares3,197 from 3,425
Change-228 (-7%)
Value$190.3K (-$14.3K)
Filed 2026-10-28
Creative Financial Designs Inc
DECREASED
Shares2,755 from 2,803
Change-48 (-2%)
Value$163.9K (-$3.5K)
Filed 2026-11-04
GK Wealth Management LLC
DECREASED
Shares2,281 from 3,690
Change-1,409 (-38%)
Value$135.7K (-$84.7K)
Filed 2026-10-09
Westside Investment Management, Inc.
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$107.1K (-$396)
Filed 2026-11-02
Mather Group, Llc.
NEW
Shares1,781
Change+1,781
Value$106.0K
Filed 2026-10-14
Global Trust Asset Management, LLC
DECREASED
Shares1,428 from 2,060
Change-632 (-31%)
Value$85.0K (-$38.1K)
Filed 2026-10-19
Larson Financial Group LLC
DECREASED
Shares1,317 from 1,402
Change-85 (-6%)
Value$78.4K (-$5.3K)
Filed 2026-11-05
NBT Bank, N.A.
UNCHANGED
Shares1,268 from 1,268
Change0 (0%)
Value$75.5K (-$279)
Filed 2026-10-21
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares1,069 from 1,069
Change0 (0%)
Value$63.6K (-$235)
Filed 2026-10-07
Dhjj Financial Advisors, Ltd.
DECREASED
Shares1,008 from 1,026
Change-18 (-2%)
Value$60.0K (-$1.3K)
Filed 2026-10-23
Kelleher Financial Advisors
DECREASED
Shares921 from 1,842
Change-921 (-50%)
Value$54.8K (-$55.2K)
Filed 2026-10-30
Pinnacle Bancorp, Inc.
UNCHANGED
Shares915 from 915
Change0 (0%)
Value$54.5K (-$201)
Filed 2026-10-21
Mascoma Wealth Management LLC
DECREASED
Shares845 from 1,284
Change-439 (-34%)
Value$50.3K (-$26.4K)
Filed 2026-10-23
Parkside Financial Bank & Trust
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$47.6K (-$176)
Filed 2026-10-27
Insight Inv LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$41.7K (-$154)
Filed 2026-10-27
Tsfg, LLC
INCREASED
Shares656 from 650
Change+6 (+1%)
Value$39.0K ($0)
Filed 2026-10-23
Kingdom Financial Group Llc.
NEW
Shares512
Change+512
Value$30.5K
Filed 2026-11-04
Duncker Streett & Co Inc
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$29.8K (-$110)
Filed 2026-10-27
Jacobi Capital Management LLC
NEW
Shares429
Change+429
Value$25.5K
Filed 2026-11-05
Clearstead Advisors, LLC
INCREASED
Shares342 from 26
Change+316 (+1215%)
Value$20.4K (+$18.8K)
Filed 2026-11-06
Harbor Investment Advisory, LLC
INCREASED
Shares313 from 145
Change+168 (+116%)
Value$18.6K (+$10.0K)
Filed 2026-10-13
Mcdonald Partners LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$17.9K (-$66)
Filed 2026-11-03
CoreCap Advisors, LLC
DECREASED
Shares297 from 1,232
Change-935 (-76%)
Value$17.7K (-$55.9K)
Filed 2026-10-08
Ascentis Wealth Management, LLC
UNCHANGED
Shares292 from 292
Change0 (0%)
Value$17.4K (-$65)
Filed 2026-11-03
3 Factor Indexing, LLC
UNCHANGED
Shares233 from 233
Change0 (0%)
Value$13.9K (-$52)
Filed 2026-10-15
Avion Wealth
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$8 ($0)
Filed 2026-11-04
Atwood & Palmer Inc
UNCHANGED
Shares133 from 133
Change0 (0%)
Value$7.9K (-$30)
Filed 2026-10-08
Canton Hathaway, LLC
NEW
Shares84
Change+84
Value$5.0K
Filed 2026-10-23
Gamma Investing LLC
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$3.9K (-$14)
Filed 2026-10-08
Wolff Wiese Magana LLC
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$3.6K (-$13)
Filed 2026-10-15
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$2 ($0)
Filed 2026-11-04
Nfsg Corp
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$1.6K (-$6)
Filed 2026-10-15
CX Institutional
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$2 ($0)
Filed 2026-10-02
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$1.4K (-$6)
Filed 2026-10-27
SBI Securities Co., Ltd.
INCREASED
Shares15 from 14
Change+1 (+7%)
Value$893 (+$57)
Filed 2026-10-22
Markowski Investments
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$417 (-$1)
Filed 2026-10-30
Kingswood Wealth Advisors, LLC
CLOSED
Shares0 from 46,654
Change-46,654 (-100%)
Value$0 (-$2.8M)
Filed 2026-10-23
Scarborough Advisors, LLC
CLOSED
Shares0 from 22,875
Change-22,875 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-16
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 20,694
Change-20,694 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-21
Washington Trust Bank
CLOSED
Shares0 from 9,320
Change-9,320 (-100%)
Value$0 (-$556.7K)
Filed 2026-11-03
LEE Danner & Bass Inc
CLOSED
Shares0 from 3,550
Change-3,550 (-100%)
Value$0 (-$212.0K)
Filed 2026-10-27
Almanack Investment Partners, Llc.
CLOSED
Shares0 from 3,507
Change-3,507 (-100%)
Value$0 (-$209.5K)
Filed 2026-11-03
Harmony Asset Management LLC
CLOSED
Shares0 from 3,370
Change-3,370 (-100%)
Value$0 (-$201.3K)
Filed 2026-10-20
Centerpoint Advisors, LLC
CLOSED
Shares0 from 3,108
Change-3,108 (-100%)
Value$0 (-$186.0K)
Filed 2026-11-05
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,563
Change-1,563 (-100%)
Value$0 (-$93.4K)
Filed 2026-10-15
Cornerstone Planning Group LLC
CLOSED
Shares0 from 536
Change-536 (-100%)
Value$0 (-$32.1K)
Filed 2026-10-16
Lloyd Advisory Services, Llc.
CLOSED
Shares0 from 532
Change-532 (-100%)
Value$0 (-$31.8K)
Filed 2026-11-02
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 290
Change-290 (-100%)
Value$0 (-$17.3K)
Filed 2026-11-06
RMG Wealth Management LLC
CLOSED
Shares0 from 264
Change-264 (-100%)
Value$0 (-$6.0K)
Filed 2026-10-26
Allspring Global Investments Holdings, LLC
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$542)
Filed 2026-11-04
Morgan Stanley
N/A
Shares— from 13,667,911
Change-13,667,911 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 8,891,506
Change-8,891,506 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 7,553,673
Change-7,553,673 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,142,222
Change-3,142,222 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,793,368
Change-2,793,368 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,731,058
Change-2,731,058 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,470,705
Change-2,470,705 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,696,631
Change-1,696,631 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,212,790
Change-1,212,790 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,196,740
Change-1,196,740 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 865,066
Change-865,066 (-100%)
Value—
&partners
N/A
Shares— from 714,646
Change-714,646 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 659,483
Change-659,483 (-100%)
Value—
Hansen & Associates Financial Group, Inc.
N/A
Shares— from 639,953
Change-639,953 (-100%)
Value—
Kirkwood Financial Services
N/A
Shares— from 436,651
Change-436,651 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 431,875
Change-431,875 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 427,797
Change-427,797 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 426,368
Change-426,368 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 417,488
Change-417,488 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 409,290
Change-409,290 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 390,516
Change-390,516 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 365,601
Change-365,601 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 358,609
Change-358,609 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 355,145
Change-355,145 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 351,126
Change-351,126 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 284,367
Change-284,367 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 281,951
Change-281,951 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 269,758
Change-269,758 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 256,025
Change-256,025 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 244,081
Change-244,081 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 216,240
Change-216,240 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 191,094
Change-191,094 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 190,626
Change-190,626 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 184,253
Change-184,253 (-100%)
Value—
Forty-three Eighteen Advisors, LLC
N/A
Shares— from 170,876
Change-170,876 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 163,250
Change-163,250 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 163,016
Change-163,016 (-100%)
Value—
Cedrus Wealth Group LLC
N/A
Shares— from 144,864
Change-144,864 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 140,047
Change-140,047 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 129,422
Change-129,422 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 128,899
Change-128,899 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 122,786
Change-122,786 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 122,751
Change-122,751 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 118,838
Change-118,838 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 116,829
Change-116,829 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 116,025
Change-116,025 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 109,334
Change-109,334 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 109,084
Change-109,084 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 107,631
Change-107,631 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 105,066
Change-105,066 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 102,913
Change-102,913 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 101,801
Change-101,801 (-100%)
Value—
Kinloch Capital, LLC
N/A
Shares— from 99,752
Change-99,752 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 99,720
Change-99,720 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 98,502
Change-98,502 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 95,972
Change-95,972 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 95,237
Change-95,237 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 92,279
Change-92,279 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 92,195
Change-92,195 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 88,120
Change-88,120 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 87,256
Change-87,256 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 86,366
Change-86,366 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 81,187
Change-81,187 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 81,171
Change-81,171 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 79,617
Change-79,617 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 75,395
Change-75,395 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 74,577
Change-74,577 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 74,350
Change-74,350 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 73,054
Change-73,054 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 71,336
Change-71,336 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 70,374
Change-70,374 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 69,589
Change-69,589 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 62,244
Change-62,244 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 59,589
Change-59,589 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 57,967
Change-57,967 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 57,917
Change-57,917 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 57,066
Change-57,066 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 56,552
Change-56,552 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 54,969
Change-54,969 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 52,039
Change-52,039 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 50,793
Change-50,793 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 49,154
Change-49,154 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 47,165
Change-47,165 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 44,491
Change-44,491 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 40,283
Change-40,283 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 39,943
Change-39,943 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 38,094
Change-38,094 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 37,455
Change-37,455 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 36,365
Change-36,365 (-100%)
Value—
Stephens Inc
N/A
Shares— from 35,298
Change-35,298 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 34,481
Change-34,481 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 32,890
Change-32,890 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 32,764
Change-32,764 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 32,572
Change-32,572 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 28,415
Change-28,415 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 28,301
Change-28,301 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 26,546
Change-26,546 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 26,183
Change-26,183 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 26,054
Change-26,054 (-100%)
Value—
Authentikos Wealth Advisory, LLC
N/A
Shares— from 24,751
Change-24,751 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 23,620
Change-23,620 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 23,281
Change-23,281 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 23,217
Change-23,217 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 22,271
Change-22,271 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 21,160
Change-21,160 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 20,693
Change-20,693 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 20,631
Change-20,631 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 20,225
Change-20,225 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 19,434
Change-19,434 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 18,430
Change-18,430 (-100%)
Value—
White Wing Wealth Management
N/A
Shares— from 18,070
Change-18,070 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 16,968
Change-16,968 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 16,600
Change-16,600 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 16,098
Change-16,098 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 15,988
Change-15,988 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 15,904
Change-15,904 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 15,685
Change-15,685 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 14,685
Change-14,685 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 14,059
Change-14,059 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 13,910
Change-13,910 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 13,678
Change-13,678 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 13,580
Change-13,580 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 13,454
Change-13,454 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 13,440
Change-13,440 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 13,343
Change-13,343 (-100%)
Value—
Coastwise Capital Group, LLC
N/A
Shares— from 13,098
Change-13,098 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 12,845
Change-12,845 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 12,710
Change-12,710 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 12,089
Change-12,089 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 12,010
Change-12,010 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 11,880
Change-11,880 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 11,267
Change-11,267 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 11,252
Change-11,252 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 11,168
Change-11,168 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 10,512
Change-10,512 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 10,389
Change-10,389 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 9,690
Change-9,690 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 9,628
Change-9,628 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 9,402
Change-9,402 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 9,119
Change-9,119 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 9,037
Change-9,037 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 9,025
Change-9,025 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 8,922
Change-8,922 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 8,716
Change-8,716 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 8,628
Change-8,628 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 8,596
Change-8,596 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 8,320
Change-8,320 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 8,210
Change-8,210 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 8,186
Change-8,186 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 7,900
Change-7,900 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 7,284
Change-7,284 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 7,214
Change-7,214 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 7,191
Change-7,191 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 6,919
Change-6,919 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 6,587
Change-6,587 (-100%)
Value—
Troutman Wealth Management, LLC
N/A
Shares— from 6,383
Change-6,383 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 5,655
Change-5,655 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 5,525
Change-5,525 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 5,468
Change-5,468 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 5,045
Change-5,045 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 5,004
Change-5,004 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 4,960
Change-4,960 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 4,730
Change-4,730 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 4,496
Change-4,496 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 4,280
Change-4,280 (-100%)
Value—
Elevation Advisory Partners LLC
N/A
Shares— from 4,180
Change-4,180 (-100%)
Value—
PMV Capital Advisers, LLC
N/A
Shares— from 4,157
Change-4,157 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 4,072
Change-4,072 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 3,966
Change-3,966 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 3,950
Change-3,950 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 3,919
Change-3,919 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 3,811
Change-3,811 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 3,737
Change-3,737 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 3,657
Change-3,657 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 3,634
Change-3,634 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 3,454
Change-3,454 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 3,214
Change-3,214 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 3,116
Change-3,116 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 2,450
Change-2,450 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,285
Change-2,285 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 2,086
Change-2,086 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 1,460
Change-1,460 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 1,453
Change-1,453 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,067
Change-1,067 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 1,062
Change-1,062 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,025
Change-1,025 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 906
Change-906 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 700
Change-700 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 603
Change-603 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 264
Change-264 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 194
Change-194 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 189
Change-189 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 151
Change-151 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 0
Change0
Value—
Status
Csenge Advisory Group
INCREASED1,977,2491,901,343+75,906+4%$113.6M$117.7M+$4.1M2026-11-04
Commonwealth Equity Services, LLC
INCREASED1,269,9251,247,022+22,903+2%$74.5M$75.6M+$1.1M2026-11-02
Bdfs Capital LLC
DECREASED1,110,3761,148,473-38,097-3%$68.8M$66.3M-$2.5M2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED930,075891,177+38,898+4%$53.2M$55.3M+$2.1M2026-11-02
Gradient Investments LLC
DECREASED713,305733,976-20,671-3%$43.8M$42.4M-$1.4M2026-10-08
TCP Asset Management, LLC
INCREASED649,525629,760+19,765+3%$37.6M$38.7M+$1.1M2026-10-14
Guided Capital Wealth Management, LLC
INCREASED642,454628,737+13,717+2%$37.6M$38.2M+$678.0K2026-10-21
Tucker Asset Management LLC
INCREASED614,144591,007+23,137+4%$35.3M$36.5M+$1.2M2026-10-29
Truist Financial Corp
INCREASED602,217590,592+11,625+2%$35.3M$35.8M+$561.9K2026-10-30
Accurate Wealth Management, LLC
DECREASED457,105575,587-118,482-21%$34.4M$27.3M-$7.2M2026-10-20
One Way Holdings LLC
INCREASED423,840209,884+213,956+102%$12.5M$25.2M+$12.7M2026-10-29
Summit Financial Wealth Advisors, LLC
INCREASED422,527291,444+131,083+45%$17.4M$25.1M+$7.7M2026-10-15
Balboa Wealth Partners
INCREASED400,559330,361+70,198+21%$19.7M$23.8M+$4.1M2026-10-20
Uptick Partners, LLC
INCREASED392,783386,777+6,006+2%$23.1M$23.4M+$272.3K2026-11-04
Mainsail Financial Group, LLC
INCREASED390,974380,580+10,394+3%$22.7M$23.3M+$534.8K2026-10-23
Atria Investments, Inc
DECREASED354,441383,115-28,674-7%$22.9M$21.1M-$1.8M2026-10-15
IFP Advisors, Inc
DECREASED334,919412,661-77,742-19%$24.6M$19.9M-$4.7M2026-10-16
Lake Street Private Wealth, LLC
INCREASED323,821299,101+24,720+8%$17.9M$19.3M+$1.4M2026-10-22
Park National Corp
DECREASED322,082327,244-5,162-2%$19.5M$19.2M-$379.2K2026-10-05
Wealth Enhancement Advisory Services, LLC
DECREASED290,878292,458-1,580-1%$17.5M$17.3M-$152.7K2026-10-13
Kaydan Wealth Management, Inc.
DECREASED280,383412,387-132,004-32%$24.6M$16.7M-$7.9M2026-10-08
Wesbanco Bank Inc
INCREASED275,285270,711+4,574+2%$16.2M$16.4M+$212.6K2026-11-04
Prospera Financial Services Inc
DECREASED273,856309,875-36,019-12%$18.5M$16.3M-$2.2M2026-11-04
Financial Enhancement Group LLC
DECREASED258,930310,065-51,135-16%$18.5M$15.4M-$3.1M2026-10-08
Flagship Harbor Advisors, LLC
DECREASED255,019259,078-4,059-2%$15.5M$15.2M-$298.5K2026-10-26
Oppenheimer & Co Inc
DECREASED250,505268,324-17,819-7%$16.0M$14.9M-$1.1M2026-10-26
Hilton Head Capital Partners, LLC
INCREASED248,582195,302+53,280+27%$11.7M$14.8M+$3.1M2026-10-23
Ellsworth Advisors, LLC
INCREASED245,440235,692+9,748+4%$14.1M$14.6M+$507.0K2026-10-15
Capital Investment Advisory Services, LLC
INCREASED242,249216,011+26,238+12%$12.9M$14.4M+$1.5M2026-10-30
Kestra Advisory Services, LLC
DECREASED239,861270,408-30,547-11%$16.2M$14.3M-$1.9M2026-11-02
Titleist Asset Management, LLC
INCREASED238,310237,223+1,087+0%$14.2M$14.2M+$12.5K2026-10-08
Stablepoint Partners, LLC
INCREASED229,893213,638+16,255+8%$12.8M$13.7M+$920.3K2026-11-03
Altium Investment Strategies LLC
DECREASED218,879269,789-50,910-19%$16.1M$13.1M-$3.1M2026-10-20
Shelton Wealth Management, LLC
DECREASED217,215218,227-1,0120%$13.0M$12.9M-$108.2K2026-10-16
Crusonia Wealth Advisors LLC
DECREASED210,205229,593-19,388-8%$13.7M$12.5M-$1.2M2026-10-26
Avestar Capital, LLC
DECREASED207,152249,197-42,045-17%$14.9M$12.3M-$2.6M2026-10-28
Citigroup Inc
DECREASED204,964214,171-9,207-4%$12.8M$12.2M-$595.0K2026-11-04
Ashton Thomas Private Wealth, LLC
INCREASED199,306176,485+22,821+13%$10.5M$11.9M+$1.3M2026-11-03
IronBridge Private Wealth, LLC
INCREASED188,172183,912+4,260+2%$11.0M$11.2M+$213.1K2026-11-03
McGuire Investment Group, LLC
INCREASED177,647169,529+8,118+5%$10.1M$10.6M+$445.8K2026-10-23
Transcendent Capital Group LLC
INCREASED167,300161,981+5,319+3%$9.7M$10.0M+$280.9K2026-10-28
Cassia Capital Partners, LLC
DECREASED163,584164,178-5940%$9.8M$9.7M-$71.6K2026-11-04
Simplicity Wealth,LLC
INCREASED159,421119,626+39,795+33%$7.1M$9.5M+$2.3M2026-10-23
Integrated Advisors Network LLC
INCREASED156,117148,987+7,130+5%$8.9M$9.3M+$391.5K2026-10-20
Fifth Third Bancorp
DECREASED140,440146,635-6,195-4%$8.8M$8.4M-$400.9K2026-11-05
Concurrent Investment Advisors, LLC
INCREASED134,268129,629+4,639+4%$7.7M$8.0M+$248.5K2026-10-16
Ifrah Financial Services, Inc.
INCREASED133,218131,308+1,910+1%$7.8M$7.9M+$84.7K2026-10-13
Clear Creek Financial Management, LLC
DECREASED132,794177,716-44,922-25%$10.6M$7.9M-$2.7M2026-10-28
Blueprint Investment Partners LLC
INCREASED127,99964,340+63,659+99%$3.8M$7.6M+$3.8M2026-10-28
Virtus Wealth Solutions LLC
DECREASED127,067130,357-3,290-3%$7.8M$7.6M-$224.4K2026-11-03
Fairway Financial, LLC
INCREASED126,548106,271+20,277+19%$6.3M$7.5M+$1.2M2026-10-20
Kestra Private Wealth Services, LLC
DECREASED126,484153,490-27,006-18%$9.2M$7.5M-$1.6M2026-11-06
D.A. Davidson & Co.
DECREASED125,537149,403-23,866-16%$8.9M$7.5M-$1.5M2026-10-28
Blueprint Financial Advisors LLC
INCREASED124,92799,398+25,529+26%$5.9M$7.4M+$1.5M2026-10-28
WealthPlan Investment Management, LLC
INCREASED122,189115,295+6,894+6%$6.9M$7.3M+$384.9K2026-10-15
Triumph Capital Management
DECREASED114,075135,522-21,447-16%$8.1M$6.8M-$1.3M2026-10-14
Opinicus Capital, Inc.
INCREASED103,67584,963+18,712+22%$5.1M$6.2M+$1.1M2026-10-28
Nilsine Partners, LLC
INCREASED101,91998,164+3,755+4%$5.9M$6.1M+$201.9K2026-11-02
EdgeRock Capital LLC
INCREASED100,08694,414+5,672+6%$5.6M$6.0M+$316.8K2026-11-03
RiverTree Advisors, LLC
INCREASED99,01279,945+19,067+24%$4.8M$5.9M+$1.1M2026-10-13
TKG Advisors, LLC
DECREASED98,611144,261-45,650-32%$8.6M$5.9M-$2.7M2026-11-02
J.W. Cole Advisors, Inc.
INCREASED98,40192,287+6,114+7%$5.5M$5.9M+$343.5K2026-11-05
Gerald Baker Financial Group LLC
INCREASED96,61462,763+33,851+54%$3.7M$5.7M+$2.0M2026-10-09
Sterling Manor Financial, LLC
NEW95,845—+95,845——$5.7M—2026-10-21
Plus Group Wealth Advisors LLC
DECREASED87,83289,073-1,241-1%$5.3M$5.2M-$93.5K2026-10-19
MGO One Seven LLC
INCREASED78,73861,706+17,032+28%$3.7M$4.7M+$1,000.0K2026-10-28
Commonwealth Financial Services, LLC
INCREASED77,48574,885+2,600+3%$4.5M$4.6M+$138.3K2026-10-20
StoneX Group Inc.
INCREASED76,45870,930+5,528+8%$4.2M$4.6M+$316.4K2026-11-03
Farther Finance Advisors, LLC
INCREASED73,86859,209+14,659+25%$3.5M$4.4M+$859.3K2026-10-08
Independent Financial Group, LLC
INCREASED73,71652,892+20,824+39%$3.2M$4.4M+$1.2M2026-10-13
Wagner Wealth Management, LLC
INCREASED69,65568,508+1,147+2%$4.1M$4.1M+$53.2K2026-10-21
Triad Wealth Partners, LLC
INCREASED69,47360,606+8,867+15%$3.6M$4.1M+$514.0K2026-10-26
G&S Capital LLC
DECREASED67,24097,797-30,557-31%$5.8M$4.0M-$1.8M2026-10-23
Towerpoint Wealth, LLC
INCREASED66,45264,461+1,991+3%$3.9M$4.0M+$104.3K2026-10-13
Stenger Family Office, LLC
INCREASED66,2567,069+59,187+837%$422.2K$4.0M+$3.5M2026-10-22
Sigma Planning Corp
DECREASED64,23570,411-6,176-9%$4.2M$3.8M-$381.9K2026-10-23
Daymark Wealth Partners, LLC
DECREASED64,08688,878-24,792-28%$5.3M$3.8M-$1.5M2026-11-04
IMG Wealth Management, Inc.
INCREASED63,24220,013+43,229+216%$1.2M$3.8M+$2.6M2026-10-27
Centerpoint Advisory Group
DECREASED61,57765,281-3,704-6%$3.9M$3.7M-$234.8K2026-10-23
Sowell Financial Services LLC
DECREASED59,92161,933-2,012-3%$3.7M$3.6M-$133.4K2026-10-23
Aprio Wealth Management, LLC
DECREASED59,54062,445-2,905-5%$3.7M$3.5M-$186.6K2026-10-28
Citizens Financial Group Inc
INCREASED57,26756,683+584+1%$3.4M$3.4M+$22.5K2026-10-23
Wealthcare Advisory Partners LLC
INCREASED56,40456,276+128+0%$3.4M$3.4M-$4.8K2026-10-21
Synergy Asset Management, LLC
INCREASED56,32654,574+1,752+3%$3.3M$3.4M+$92.3K2026-11-05
Cornerstone Wealth Management, LLC
INCREASED55,23954,632+607+1%$3.3M$3.3M+$24.1K2026-11-04
Great Lakes Retirement, Inc.
DECREASED54,45555,055-600-1%$3.3M$3.3M-$47.9K2026-10-26
Castle Rock Wealth Management, LLC
INCREASED53,57250,293+3,279+7%$3.0M$3.2M+$186.8K2026-10-09
Key Client Fiduciary Advisors, LLC
INCREASED48,31046,945+1,365+3%$2.8M$2.9M+$70.9K2026-10-19
Golden State Wealth Management, LLC
DECREASED46,81247,208-396-1%$2.8M$2.8M-$33.9K2026-11-02
RFG Advisory, LLC
DECREASED46,15255,939-9,787-17%$3.3M$2.7M-$594.8K2026-11-03
B. Riley Wealth Advisors, Inc.
INCREASED42,94338,081+4,862+13%$2.3M$2.6M+$273.2K2026-10-13
Dagco, Inc.
INCREASED42,42625,759+16,667+65%$1.5M$2.5M+$986.2K2026-10-20
Stone Wealth Partners
DECREASED42,32657,850-15,524-27%$3.5M$2.5M-$932.4K2026-11-05
Integrity Alliance, Llc.
DECREASED42,25354,804-12,551-23%$3.3M$2.5M-$759.0K2026-10-29
Cambridge Advisors Inc.
INCREASED42,20033,827+8,373+25%$2.0M$2.5M+$490.8K2026-10-19
Willner & Heller, LLC
DECREASED39,39040,632-1,242-3%$2.4M$2.3M-$82.9K2026-10-28
Family Capital Management, Inc.
DECREASED38,93558,738-19,803-34%$3.5M$2.3M-$1.2M2026-11-03
Core Wealth Partners LLC
INCREASED35,84131,888+3,953+12%$1.9M$2.1M+$228.2K2026-11-02
Merit Financial Group, LLC
DECREASED35,49643,813-8,317-19%$2.6M$2.1M-$504.6K2026-11-06
Keystone Wealth Services, LLC
DECREASED35,10637,436-2,330-6%$2.2M$2.1M-$139.5K2026-11-03
Assetmark, Inc
INCREASED33,63923,316+10,323+44%$1.4M$2.0M+$609.2K2026-10-21
Purus Wealth Management, LLC
DECREASED33,13935,114-1,975-6%$2.1M$2.0M-$125.3K2026-10-15
International Assets Investment Management, LLC
INCREASED32,56231,753+809+3%$1.9M$1.9M+$42.5K2026-11-02
Maia Wealth LLC
INCREASED32,14228,369+3,773+13%$1.7M$1.9M+$218.3K2026-10-19
Spire Wealth Management
DECREASED31,93435,834-3,900-11%$2.1M$1.9M-$240.0K2026-10-30
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED31,33833,175-1,837-6%$2.0M$1.9M-$116.6K2026-10-14
Insight Advisors, LLC/ PA
DECREASED31,05631,504-448-1%$1.9M$1.8M-$33.6K2026-10-22
San Luis Wealth Advisors LLC
NEW29,869—+29,869——$1.8M—2026-10-27
Beacon Financial Advisory LLC
DECREASED29,86634,023-4,157-12%$2.0M$1.8M-$254.9K2026-10-16
Chicago Partners Investment Group LLC
INCREASED28,83527,856+979+4%$1.7M$1.7M+$55.4K2026-10-27
NWF Advisory Services Inc.
DECREASED28,50342,339-13,836-33%$2.5M$1.7M-$832.7K2026-10-19
Ascentis Independent Advisors
NEW27,395—+27,395——$1.6M—2026-11-03
Wisconsin Wealth Advisors, LLC
DECREASED26,57026,849-279-1%$1.6M$1.6M-$22.5K2026-10-08
Clear Point Advisors Inc.
DECREASED26,05426,074-200%$1.6M$1.6M-$6.9K2026-10-30
Welch & Forbes LLC
DECREASED25,11325,841-728-3%$1.5M$1.5M-$49.0K2026-11-04
Vaughan David Investments LLC
UNCHANGED25,00025,00000%$1.5M$1.5M-$5.0K2026-11-05
Quad-Cities Investment Group, LLC
DECREASED24,96325,883-920-4%$1.5M$1.5M-$60.4K2026-10-16
Wedbush Securities Inc
DECREASED24,58127,539-2,958-11%$1.6M$1.5M-$182.0K2026-10-22
Apollon Wealth Management, LLC
DECREASED24,28824,764-476-2%$1.5M$1.4M-$33.8K2026-10-23
Creative Planning
INCREASED23,36823,307+61+0%$1.4M$1.4M-$1.5K2026-11-02
Paladin Wealth, LLC
DECREASED23,35324,856-1,503-6%$1.5M$1.4M-$94.9K2026-10-23
Balefire, LLC
DECREASED22,94924,677-1,728-7%$1.5M$1.4M-$108.2K2026-10-09
Elevation Point Wealth Partners, LLC
DECREASED22,56326,701-4,138-15%$1.6M$1.3M-$252.0K2026-11-05
Level Four Advisory Services, LLC
INCREASED22,26321,197+1,066+5%$1.3M$1.3M+$58.8K2026-11-06
Uncommon Cents Investing Inc
INCREASED22,17522,145+30+0%$1.3M$1.3M-$3.1K2026-10-20
Naples Global Advisors, LLC
INCREASED21,80719,712+2,095+11%$1.2M$1.3M+$120.8K2026-11-05
PFS Partners, LLC
INCREASED21,2594,504+16,755+372%$269.0K$1.3M+$996.1K2026-10-21
Asset One Wealth Management LLC
NEW20,522—+20,522——$1.2M—2026-11-02
Stewardship Concepts Financial Services LLC
DECREASED18,62728,981-10,354-36%$1.7M$1.1M-$622.6K2026-10-06
Paragon Private Wealth Management, LLC
INCREASED18,07817,991+87+0%$1.1M$1.1M+$1.2K2026-10-20
Chiron Capital Management, LLC
DECREASED18,06918,634-565-3%$1.1M$1.1M-$37.7K2026-10-15
MTM Investment Management, LLC
DECREASED17,41117,910-499-3%$1.1M$1.0M-$33.6K2026-10-30
Weitzel Financial Services, Inc.
INCREASED16,35016,195+155+1%$968.0K$973.7K+$5.7K2026-10-16
Avior Wealth Management, LLC
DECREASED16,04217,085-1,043-6%$1.0M$954.7K-$65.8K2026-10-13
Lanark Financial, Inc.
DECREASED15,88517,403-1,518-9%$1.0M$945.3K-$94.2K2026-10-26
Integrity Advisory Solutions, LLC
INCREASED14,86214,438+424+3%$862.4K$884.5K+$22.1K2026-10-29
Refined Wealth Management
UNCHANGED14,20914,20900%$848.7K$845.6K-$3.1K2026-10-13
Prime Capital Investment Advisors, LLC
DECREASED13,98420,043-6,059-30%$1.2M$832.2K-$365.0K2026-10-20
Compass Financial Management LLC
DECREASED12,80613,207-401-3%$788.8K$762.1K-$26.7K2026-10-30
Iams Wealth Management, LLC
NEW12,795—+12,795——$761.4K—2026-10-15
QP Wealth Management, LLC
INCREASED12,67910,755+1,924+18%$642.4K$754.5K+$112.1K2026-10-20
First Financial Group Corp
DECREASED12,65414,204-1,550-11%$848.4K$753.0K-$95.4K2026-10-22
Schwallier Wealth Management LLC
INCREASED12,6304,824+7,806+162%$288.1K$751.6K+$463.5K2026-11-05
Del-Sette Capital Management, LLC
DECREASED12,59813,148-550-4%$785.3K$749.7K-$35.6K2026-10-23
Global Assets Advisory, LLC
DECREASED12,52813,881-1,353-10%$829.2K$746.0K-$83.2K2026-10-28
Tortuga Wealth Management, Inc
INCREASED11,5629,573+1,989+21%$571.8K$688.1K+$116.3K2026-10-27
Private Trust Co NA
DECREASED11,35015,746-4,396-28%$940.5K$675.5K-$265.0K2026-10-20
Manchester Financial Inc
DECREASED11,24211,742-500-4%$701.4K$669.0K-$32.3K2026-10-15
PKS Advisory Services, LLC
UNCHANGED10,88610,88600%$650.2K$650.2K$02026-10-26
Midwest Financial Network, LLC
INCREASED10,87910,663+216+2%$636.9K$647.4K+$10.5K2026-10-13
Thrivent Financial for Lutherans
INCREASED9,9619,887+74+1%$591.0K$593.0K+$2.0K2026-11-05
First Heartland Consultants, Inc.
INCREASED9,8908,290+1,600+19%$495.2K$588.6K+$93.4K2026-10-08
Sage Capital Advisors,llc
INCREASED9,7529,653+99+1%$576.5K$580.3K+$3.8K2026-10-13
Signal Advisors Wealth, LLC
DECREASED9,40210,832-1,430-13%$647.0K$559.5K-$87.5K2026-10-13
SLT Holdings LLC
UNCHANGED9,2939,29300%$555.1K$553.0K-$2.0K2026-10-15
Objective Capital Management, LLC
INCREASED9,2519,209+42+0%$550.0K$550.5K+$4622026-10-13
Symphony Financial, Ltd. Co.
DECREASED9,16712,649-3,482-28%$755.6K$545.6K-$210.0K2026-10-22
Latitude Advisors, LLC
INCREASED8,8497,288+1,561+21%$435.3K$526.6K+$91.2K2026-10-27
Aries Wealth Management
UNCHANGED8,5008,50000%$507.7K$505.8K-$1.9K2026-10-23
James T. Borello RIA
INCREASED8,3138,250+63+1%$492.7K$494.7K+$2.0K2026-10-16
Cottonwood Capital Advisors, LLC
DECREASED8,2528,388-136-2%$501.0K$491.1K-$9.9K2026-10-20
Rahlfs Capital, LLC
UNCHANGED7,8507,85000%$468.9K$467.2K-$1.7K2026-10-23
Wilkerson Advisory Group LLC
DECREASED7,7519,814-2,063-21%$586.2K$461.3K-$124.9K2026-10-20
SeaCrest Wealth Management, LLC
DECREASED7,7287,739-110%$462.3K$459.9K-$2.4K2026-10-21
Founders Financial Securities LLC
NEW7,624—+7,624——$453.7K—2026-10-28
Meridian Wealth Management, LLC
DECREASED7,5177,883-366-5%$470.9K$447.3K-$23.5K2026-11-05
Archer Investment Corp
DECREASED7,4608,872-1,412-16%$529.9K$443.9K-$86.0K2026-11-05
Park Avenue Securities LLC
INCREASED7,0214,546+2,475+54%$272.0K$418.0K+$146.0K2026-10-26
Gibbs Wealth Management
DECREASED7,0207,717-697-9%$460.9K$417.8K-$43.2K2026-10-22
Lunt Capital Management, Inc.
UNCHANGED6,8036,80300%$406.3K$404.8K-$1.5K2026-10-30
Capital Investment Counsel, LLC
UNCHANGED6,7976,79700%$406.0K$404.5K-$1.5K2026-10-14
World Equity Group, Inc.
DECREASED6,1546,776-622-9%$404.7K$366.2K-$38.5K2026-10-14
Tcfg Investment Advisors, LLC
DECREASED6,0116,109-98-2%$364.9K$357.7K-$7.2K2026-10-20
Lodestar Private Asset Management LLC
INCREASED6,0065,173+833+16%$309.0K$357.4K+$48.4K2026-10-26
Cherry Creek Investment Advisors, Inc.
INCREASED5,6885,665+23+0%$338.4K$338.5K+$1032026-10-14
Davenport & Co LLC
NEW5,574—+5,574——$331.7K—2026-10-14
Blueline Advisors LLC
INCREASED5,3983,624+1,774+49%$216.8K$321.2K+$104.4K2026-10-15
Sovran Advisors, LLC
DECREASED5,3765,878-502-9%$352.1K$321.3K-$30.8K2026-11-02
EverSource Wealth Advisors, LLC
INCREASED5,3322+5,330+266500%$119$317.3K+$317.2K2026-11-04
Independent Wealth Network Inc.
DECREASED5,1246,000-876-15%$358.4K$304.9K-$53.5K2026-10-19
Brady Family Wealth, LLC
UNCHANGED4,9534,95300%$295.8K$294.8K-$1.1K2026-11-02
US Bancorp \de\
DECREASED4,8956,277-1,382-22%$374.9K$291.3K-$83.6K2026-11-05
Huntleigh Advisors, Inc.
DECREASED4,8506,922-2,072-30%$413.5K$288.6K-$124.8K2026-11-03
Verdence Capital Advisors LLC
NEW4,690—+4,690——$279.1K—2026-10-26
Signature Equity Partners, LLC
INCREASED4,5803,624+956+26%$216.5K$272.6K+$56.1K2026-10-29
Dynamic Advisor Solutions LLC
DECREASED4,5154,855-340-7%$290.0K$268.7K-$21.3K2026-10-13
Nations Financial Group Inc,
INCREASED4,0694,056+13+0%$242.3K$242.2K-$922026-11-05
Venture Visionary Partners LLC
NEW4,067—+4,067——$242.0K—2026-10-07
Sheets Smith Wealth Management
UNCHANGED4,0004,00000%$238.9K$238.0K-$8802026-10-16
Strid Group, LLC
DECREASED3,9966,966-2,970-43%$416.1K$237.8K-$178.3K2026-10-28
Southland Equity Partners LLC
DECREASED3,8833,907-24-1%$233.4K$231.1K-$2.3K2026-10-14
Brookstone Capital Management
DECREASED3,8603,877-170%$231.6K$229.7K-$1.9K2026-10-22
Valeo Financial Advisors, LLC
UNCHANGED3,8503,85000%$230.0K$229.1K-$8472026-10-08
TrueWealth Advisors, LLC
NEW3,757—+3,757——$223.6K—2026-10-09
ASL Financial, LLC
NEW3,535—+3,535——$210.4K—2026-10-15
Parallel Advisors, LLC
DECREASED3,5276,027-2,500-41%$360.0K$209.9K-$150.1K2026-11-03
Merkkuri Wealth Advisors LLC
INCREASED3,3953,367+28+1%$201.1K$202.0K+$9292026-11-03
Northbridge Financial Group, LLC
DECREASED3,3833,498-115-3%$208.9K$201.5K-$7.4K2026-11-05
Evolution Wealth Management Inc.
DECREASED3,1973,425-228-7%$204.6K$190.3K-$14.3K2026-10-28
Creative Financial Designs Inc
DECREASED2,7552,803-48-2%$167.4K$163.9K-$3.5K2026-11-04
GK Wealth Management LLC
DECREASED2,2813,690-1,409-38%$220.4K$135.7K-$84.7K2026-10-09
Westside Investment Management, Inc.
UNCHANGED1,8001,80000%$107.5K$107.1K-$3962026-11-02
Mather Group, Llc.
NEW1,781—+1,781——$106.0K—2026-10-14
Global Trust Asset Management, LLC
DECREASED1,4282,060-632-31%$123.0K$85.0K-$38.1K2026-10-19
Larson Financial Group LLC
DECREASED1,3171,402-85-6%$83.7K$78.4K-$5.3K2026-11-05
NBT Bank, N.A.
UNCHANGED1,2681,26800%$75.7K$75.5K-$2792026-10-21
Wealth Enhancement Trust Services, Inc.
UNCHANGED1,0691,06900%$63.9K$63.6K-$2352026-10-07
Dhjj Financial Advisors, Ltd.
DECREASED1,0081,026-18-2%$61.3K$60.0K-$1.3K2026-10-23
Kelleher Financial Advisors
DECREASED9211,842-921-50%$110.0K$54.8K-$55.2K2026-10-30
Pinnacle Bancorp, Inc.
UNCHANGED91591500%$54.7K$54.5K-$2012026-10-21
Mascoma Wealth Management LLC
DECREASED8451,284-439-34%$76.7K$50.3K-$26.4K2026-10-23
Parkside Financial Bank & Trust
UNCHANGED80080000%$47.8K$47.6K-$1762026-10-27
Insight Inv LLC
UNCHANGED70070000%$41.8K$41.7K-$1542026-10-27
Tsfg, LLC
INCREASED656650+6+1%$39.0K$39.0K$02026-10-23
Kingdom Financial Group Llc.
NEW512—+512——$30.5K—2026-11-04
Duncker Streett & Co Inc
UNCHANGED50050000%$29.9K$29.8K-$1102026-10-27
Jacobi Capital Management LLC
NEW429—+429——$25.5K—2026-11-05
Clearstead Advisors, LLC
INCREASED34226+316+1215%$1.6K$20.4K+$18.8K2026-11-06
Harbor Investment Advisory, LLC
INCREASED313145+168+116%$8.7K$18.6K+$10.0K2026-10-13
Mcdonald Partners LLC
UNCHANGED30030000%$17.9K$17.9K-$662026-11-03
CoreCap Advisors, LLC
DECREASED2971,232-935-76%$73.6K$17.7K-$55.9K2026-10-08
Ascentis Wealth Management, LLC
UNCHANGED29229200%$17.4K$17.4K-$652026-11-03
3 Factor Indexing, LLC
UNCHANGED23323300%$13.9K$13.9K-$522026-10-15
Avion Wealth
UNCHANGED15015000%$8$8$02026-11-04
Atwood & Palmer Inc
UNCHANGED13313300%$8.0K$7.9K-$302026-10-08
Canton Hathaway, LLC
NEW84—+84——$5.0K—2026-10-23
Gamma Investing LLC
UNCHANGED666600%$3.9K$3.9K-$142026-10-08
Wolff Wiese Magana LLC
UNCHANGED616100%$3.6K$3.6K-$132026-10-15
Hazlett, Burt & Watson, Inc.
UNCHANGED282800%$2$2$02026-11-04
Nfsg Corp
UNCHANGED272700%$1.6K$1.6K-$62026-10-15
CX Institutional
UNCHANGED262600%$2$2$02026-10-02
Comprehensive Financial Planning, Inc.
UNCHANGED232300%$1.4K$1.4K-$62026-10-27
SBI Securities Co., Ltd.
INCREASED1514+1+7%$836$893+$572026-10-22
Markowski Investments
UNCHANGED7700%$418$417-$12026-10-30
Kingswood Wealth Advisors, LLC
CLOSED046,654-46,654-100%$2.8M$0-$2.8M2026-10-23
Scarborough Advisors, LLC
CLOSED022,875-22,875-100%$1.4M$0-$1.4M2026-10-16
Axxcess Wealth Management, LLC
CLOSED020,694-20,694-100%$1.2M$0-$1.2M2026-10-21
Washington Trust Bank
CLOSED09,320-9,320-100%$556.7K$0-$556.7K2026-11-03
LEE Danner & Bass Inc
CLOSED03,550-3,550-100%$212.0K$0-$212.0K2026-10-27
Almanack Investment Partners, Llc.
CLOSED03,507-3,507-100%$209.5K$0-$209.5K2026-11-03
Harmony Asset Management LLC
CLOSED03,370-3,370-100%$201.3K$0-$201.3K2026-10-20
Centerpoint Advisors, LLC
CLOSED03,108-3,108-100%$186.0K$0-$186.0K2026-11-05
AdvisorNet Financial, Inc
CLOSED01,563-1,563-100%$93.4K$0-$93.4K2026-10-15
Cornerstone Planning Group LLC
CLOSED0536-536-100%$32.1K$0-$32.1K2026-10-16
Lloyd Advisory Services, Llc.
CLOSED0532-532-100%$31.8K$0-$31.8K2026-11-02
PNC Financial Services Group, Inc.
CLOSED0290-290-100%$17.3K$0-$17.3K2026-11-06
RMG Wealth Management LLC
CLOSED0264-264-100%$6.0K$0-$6.0K2026-10-26
Allspring Global Investments Holdings, LLC
CLOSED09-9-100%$542$0-$5422026-11-04
Morgan Stanley
N/A—13,667,911-13,667,911-100%$816.4M———
LPL Financial LLC
N/A—8,891,506-8,891,506-100%$531.1M———
Wells Fargo & Company
N/A—7,553,673-7,553,673-100%$451.2M———
Royal Bank of Canada
N/A—3,142,222-3,142,222-100%$187.7M———
UBS Group AG
N/A—2,793,368-2,793,368-100%$166.8M———
Raymond James Financial Inc
N/A—2,731,058-2,731,058-100%$163.1M———
Bank of America Corp
N/A—2,470,705-2,470,705-100%$147.6M———
Cetera Investment Advisers
N/A—1,696,631-1,696,631-100%$101.3M———
Osaic Holdings, Inc.
N/A—1,212,790-1,212,790-100%$72.5M———
Stifel Financial Corp
N/A—1,196,740-1,196,740-100%$71.5M———
Envestnet Asset Management Inc
N/A—865,066-865,066-100%$51.7M———
&partners
N/A—714,646-714,646-100%$41.9M———
Bramshill Investments, LLC
N/A—659,483-659,483-100%$39.4M———
Hansen & Associates Financial Group, Inc.
N/A—639,953-639,953-100%$38.3M———
Kirkwood Financial Services
N/A—436,651-436,651-100%$26.1M———
HBK Sorce Advisory LLC
N/A—431,875-431,875-100%$25.8M———
Kingsview Wealth Management, LLC
N/A—427,797-427,797-100%$25.6M———
Janney Montgomery Scott LLC
N/A—426,368-426,368-100%$25.5M———
Private Advisor Group, LLC
N/A—417,488-417,488-100%$24.9M———
Western Wealth Management, LLC
N/A—409,290-409,290-100%$24.4M———
Mariner, LLC
N/A—390,516-390,516-100%$23.3M———
Northwestern Mutual Wealth Management Co
N/A—365,601-365,601-100%$21.8M———
Aptus Capital Advisors, LLC
N/A—358,609-358,609-100%$21.4M———
NewEdge Advisors, LLC
N/A—355,145-355,145-100%$21.2M———
Second Line Capital, LLC
N/A—351,126-351,126-100%$21.0M———
HighTower Advisors, LLC
N/A—284,367-284,367-100%$17.0M———
Harbour Investments, Inc.
N/A—281,951-281,951-100%$16.8M———
Steward Partners Investment Advisory, LLC
N/A—269,758-269,758-100%$16.1M———
Ameritas Advisory Services, LLC
N/A—256,025-256,025-100%$15.3M———
Petix & Botte Co
N/A—244,081-244,081-100%$14.6M———
Jaffetilchin Investment Partners, LLC
N/A—216,240-216,240-100%$12.9M———
Rockefeller Capital Management L.P.
N/A—191,094-191,094-100%$11.4M———
BFC Planning, Inc.
N/A—190,626-190,626-100%$11.4M———
Gateway Wealth Partners, LLC
N/A—184,253-184,253-100%$11.0M———
Forty-three Eighteen Advisors, LLC
N/A—170,876-170,876-100%$10.2M———
Sanctuary Advisors, LLC
N/A—163,250-163,250-100%$9.8M———
Harvest Investment Services, LLC
N/A—163,016-163,016-100%$9.7M———
Cedrus Wealth Group LLC
N/A—144,864-144,864-100%$8.7M———
Ausdal Financial Partners, Inc.
N/A—140,047-140,047-100%$8.4M———
Proactive Wealth Strategies LLC
N/A—129,422-129,422-100%$7.7M———
Twin Peaks Wealth Advisors, LLC
N/A—128,899-128,899-100%$7.7M———
HighPoint Advisor Group LLC
N/A—122,786-122,786-100%$7.3M———
Kovack Advisors, Inc.
N/A—122,751-122,751-100%$7.3M———
Vestmark Advisory Solutions, Inc.
N/A—118,838-118,838-100%$7.1M———
Mutual Advisors, LLC
N/A—116,829-116,829-100%$7.0M———
Stratos Wealth Partners, Ltd.
N/A—116,025-116,025-100%$6.9M———
Equitable Holdings, Inc.
N/A—109,334-109,334-100%$6.5M———
Great Valley Advisor Group, Inc.
N/A—109,084-109,084-100%$6.5M———
Stratos Wealth Advisors, LLC
N/A—107,631-107,631-100%$6.4M———
MML Investors Services, LLC
N/A—105,066-105,066-100%$6.3M———
TD Capital Management LLC
N/A—102,913-102,913-100%$6.1M———
Arax Advisory Partners
N/A—101,801-101,801-100%$6.1M———
Kinloch Capital, LLC
N/A—99,752-99,752-100%$6.0M———
Pinnacle Financial Partners, Inc.
N/A—99,720-99,720-100%$6.0M———
PCG Wealth Advisors, LLC
N/A—98,502-98,502-100%$5.9M———
1776 Wealth LLC
N/A—95,972-95,972-100%$5.7M———
Capasso Planning Partners LLC
N/A—95,237-95,237-100%$5.7M———
BNP Paribas Financial Markets
N/A—92,279-92,279-100%$5.5M———
Inspire Advisors, LLC
N/A—92,195-92,195-100%$5.5M———
Arkadios Wealth Advisors
N/A—88,120-88,120-100%$5.3M———
Bellevue Asset Management, LLC
N/A—87,256-87,256-100%$5.2M———
SageGuard Financial Group, LLC
N/A—86,366-86,366-100%$5.2M———
Citadel Advisors LLC
N/A—81,187-81,187-100%$4.8M———
First Trust Advisors LP
N/A—81,171-81,171-100%$4.8M———
NewEdge Wealth, LLC
N/A—79,617-79,617-100%$4.8M———
Gladstone Institutional Advisory LLC
N/A—75,395-75,395-100%$4.5M———
Snowden Capital Advisors LLC
N/A—74,577-74,577-100%$4.5M———
Calton & Associates, Inc.
N/A—74,350-74,350-100%$4.4M———
JPMorgan Chase & Co
N/A—73,054-73,054-100%$4.4M———
Benjamin Edwards Inc
N/A—71,336-71,336-100%$4.3M———
Continuum Advisory, LLC
N/A—70,374-70,374-100%$4.2M———
Geneos Wealth Management Inc.
N/A—69,589-69,589-100%$4.2M———
Baird Financial Group, Inc.
N/A—62,244-62,244-100%$3.7M———
AE Wealth Management LLC
N/A—59,589-59,589-100%$3.6M———
CreativeOne Wealth, LLC
N/A—57,967-57,967-100%$3.5M———
WCG Wealth Advisors LLC
N/A—57,917-57,917-100%$3.5M———
Trustmark Bank Trust Department
N/A—57,066-57,066-100%$3.4M———
IFG Advisory, LLC
N/A—56,552-56,552-100%$3.4M———
Legacy Wealth Managment, LLC
N/A—54,969-54,969-100%$3.3M———
Foundations Investment Advisors, LLC
N/A—52,039-52,039-100%$3.1M———
Advisory Alpha, LLC
N/A—50,793-50,793-100%$3.0M———
Arete Wealth Advisors, LLC
N/A—49,154-49,154-100%$2.9M———
Summit Wealth Partners, LLC
N/A—47,165-47,165-100%$2.8M———
Kesler, Norman & Wride, LLC
N/A—44,491-44,491-100%$2.7M———
LaSalle St. Investment Advisors, LLC
N/A—40,283-40,283-100%$2.4M———
Beacon Pointe Advisors, LLC
N/A—39,943-39,943-100%$2.4M———
OneDigital Investment Advisors LLC
N/A—38,094-38,094-100%$2.3M———
Strategic Financial Concepts, LLC
N/A—37,455-37,455-100%$2.2M———
Investor's Fiduciary Advisor Network, LLC
N/A—36,365-36,365-100%$2.2M———
Stephens Inc
N/A—35,298-35,298-100%$2.1M———
Cresset Asset Management, LLC
N/A—34,481-34,481-100%$2.1M———
360 Financial, Inc.
N/A—32,890-32,890-100%$2.0M———
Maridea Wealth Management LLC
N/A—32,764-32,764-100%$2.0M———
Summit Financial, LLC
N/A—32,572-32,572-100%$2.0M———
Insigneo Advisory Services, LLC
N/A—28,415-28,415-100%$1.7M———
Principal Securities, Inc.
N/A—28,301-28,301-100%$1.7M———
Regal Investment Advisors LLC
N/A—26,546-26,546-100%$1.6M———
Integrated Wealth Concepts LLC
N/A—26,183-26,183-100%$1.6M———
IHT Wealth Management, LLC
N/A—26,054-26,054-100%$1.6M———
Authentikos Wealth Advisory, LLC
N/A—24,751-24,751-100%$1.5M———
Brown Financial Advisors
N/A—23,620-23,620-100%$1.4M———
Keystone Financial Group
N/A—23,281-23,281-100%$1.4M———
Condor Capital Management
N/A—23,217-23,217-100%$1.4M———
World Investment Advisors
N/A—22,271-22,271-100%$1.3M———
UBS Asset Management Americas LLC
N/A—21,160-21,160-100%$1.3M———
Darwin Wealth Management, LLC
N/A—20,693-20,693-100%$1.2M———
Composition Wealth, LLC
N/A—20,631-20,631-100%$1.2M———
PFG Investments, LLC
N/A—20,225-20,225-100%$1.2M———
KKM Financial LLC
N/A—19,434-19,434-100%$1.2M———
Pine Valley Investments Ltd Liability Co
N/A—18,430-18,430-100%$1.1M———
White Wing Wealth Management
N/A—18,070-18,070-100%$1.1M———
Goldman Sachs Group Inc
N/A—16,968-16,968-100%$1.0M———
O'shaughnessy Asset Management, LLC
N/A—16,600-16,600-100%$991.5K———
Wealth Watch Advisors, Inc
N/A—16,098-16,098-100%$961.5K———
Cary Street Partners Financial LLC
N/A—15,988-15,988-100%$955.0K———
GeoWealth Management, LLC
N/A—15,904-15,904-100%$949.9K———
Tower Research Capital LLC (TRC)
N/A—15,685-15,685-100%$936.9K———
Park Square Financial Group, LLC
N/A—14,685-14,685-100%$877.1K———
Wealth Management Associates, Inc.
N/A—14,059-14,059-100%$839.7K———
Prasad Wealth Partners, LLC
N/A—13,910-13,910-100%$830.8K———
Silver OAK Securities, Incorporated
N/A—13,678-13,678-100%$817.0K———
Modern Wealth Management, LLC
N/A—13,580-13,580-100%$811.1K———
Mattson Financial Services, LLC
N/A—13,454-13,454-100%$805.1K———
MAI Capital Management
N/A—13,440-13,440-100%$802.8K———
Nuveen, LLC
N/A—13,343-13,343-100%$797.0K———
Coastwise Capital Group, LLC
N/A—13,098-13,098-100%$782.4K———
Front Row Advisors LLC
N/A—12,845-12,845-100%$768.0K———
Texas Yale Capital Corp.
N/A—12,710-12,710-100%$759.2K———
Prosperity Consulting Group, LLC
N/A—12,089-12,089-100%$722.1K———
Madden Advisory Services, Inc.
N/A—12,010-12,010-100%$717.4K———
Coppell Advisory Solutions LLC
N/A—11,880-11,880-100%$8.0K———
Main Street Financial Solutions, LLC
N/A—11,267-11,267-100%$673.0K———
Luken Investment Analytics, LLC
N/A—11,252-11,252-100%$672.1K———
HRT Financial LP
N/A—11,168-11,168-100%$667.0K———
Moors & Cabot, Inc.
N/A—10,512-10,512-100%$627.9K———
Valmark Advisers, Inc.
N/A—10,389-10,389-100%$620.5K———
Two Sigma Securities, LLC
N/A—9,690-9,690-100%$578.8K———
Global Retirement Partners, LLC
N/A—9,628-9,628-100%$575.1K———
Cerity Partners LLC
N/A—9,402-9,402-100%$561.6K———
Advisory Services Network, LLC
N/A—9,119-9,119-100%$544.7K———
Nicolet Bankshares Inc
N/A—9,037-9,037-100%$540.4K———
Crux Wealth Advisors
N/A—9,025-9,025-100%$539.1K———
Waverly Advisors, LLC
N/A—8,922-8,922-100%$532.9K———
Captrust Financial Advisors
N/A—8,716-8,716-100%$520.6K———
Envestnet Portfolio Solutions, Inc.
N/A—8,628-8,628-100%$515.4K———
Vines Capital Management, LLC
N/A—8,596-8,596-100%$513.4K———
First Western Trust Bank
N/A—8,320-8,320-100%$497.0K———
Qube Research & Technologies Ltd
N/A—8,210-8,210-100%$490.4K———
Rathbones Group PLC
N/A—8,186-8,186-100%$488.9K———
Advyzon Investment Management, LLC
N/A—7,900-7,900-100%$471.9K———
Plotkin Financial Advisors, LLC
N/A—7,284-7,284-100%$435.1K———
Guardian Wealth Advisors, LLC / NC
N/A—7,214-7,214-100%$430.9K———
Byrne Financial Freedom, LLC
N/A—7,191-7,191-100%$429.5K———
Ethos Financial Group, LLC
N/A—6,919-6,919-100%$414.4K———
Centaurus Financial, Inc.
N/A—6,587-6,587-100%$393.0K———
Troutman Wealth Management, LLC
N/A—6,383-6,383-100%$381.2K———
Ameriprise Financial Inc
N/A—5,655-5,655-100%$337.8K———
United Capital Financial Advisors, LLC
N/A—5,525-5,525-100%$330.0K———
Tidemark, LLC
N/A—5,468-5,468-100%$326.6K———
Keebeck Wealth Management
N/A—5,045-5,045-100%$301.3K———
Mercer Global Advisors Inc
N/A—5,004-5,004-100%$298.9K———
Brookwood Investment Group LLC
N/A—4,960-4,960-100%$296.3K———
AssuredPartners Investment Advisors, LLC
N/A—4,730-4,730-100%$282.5K———
OakTrust Wealth Advisors, LLC
N/A—4,496-4,496-100%$268.6K———
Ascension Capital Advisors, Inc.
N/A—4,280-4,280-100%$255.6K———
Elevation Advisory Partners LLC
N/A—4,180-4,180-100%$250.2K———
PMV Capital Advisers, LLC
N/A—4,157-4,157-100%$248.3K———
Perennial Investment Advisors, LLC
N/A—4,072-4,072-100%$243.2K———
CacheTech Inc.
N/A—3,966-3,966-100%$236.9K———
OneAscent Family Office, LLC
N/A—3,950-3,950-100%$235.9K———
Pathstone Holdings, LLC
N/A—3,919-3,919-100%$234.1K———
Manhattan West Asset Management, LLC
N/A—3,811-3,811-100%$227.6K———
Strait & Sound Wealth Management LLC
N/A—3,737-3,737-100%$223.2K———
Stonebridge Financial Planning Group, LLC
N/A—3,657-3,657-100%$218.4K———
PSI Advisors, LLC
N/A—3,634-3,634-100%$217.1K———
IFS Group,LLC
N/A—3,454-3,454-100%$206.3K———
Keating Financial Advisory Services, Inc.
N/A—3,214-3,214-100%$192.0K———
Ameriflex Group, Inc.
N/A—3,116-3,116-100%$186.1K———
Bank of Montreal
N/A—3,000-3,000-100%$179.2K———
Nova Wealth Management, Inc.
N/A—2,450-2,450-100%$146.3K———
Huntington National Bank
N/A—2,285-2,285-100%$136.5K———
Dunhill Financial, LLC
N/A—2,086-2,086-100%$124.6K———
Private Wealth Asset Management, LLC
N/A—2,000-2,000-100%$119.5K———
Raffa Wealth Management, LLC
N/A—1,460-1,460-100%$87.2K———
Marshall Investment Management, LLC
N/A—1,453-1,453-100%$86.8K———
Glen Eagle Advisors, LLC
N/A—1,067-1,067-100%$63.8K———
Philadelphia Investment Partners, LLC
N/A—1,062-1,062-100%$63.4K———
Fiduciary Financial Advisors
N/A—1,025-1,025-100%$61.2K———
Smartleaf Asset Management LLC
N/A—906-906-100%$54.3K———
BlackRock, Inc.
N/A—700-700-100%$41.8K———
Capital Analysts, LLC
N/A—603-603-100%$36.0K———
Jones Financial Companies Lllp
N/A—264-264-100%$15.8K———
Heritage Wealth Advisors
N/A—194-194-100%$11.6K———
IMA Advisory Services, Inc.
N/A—189-189-100%$11.3K———
Allworth Financial LP
N/A—151-151-100%$9.0K———
Caitlin John, LLC
N/A—25-25-100%$1.5K———
Luminist Capital LLC
N/A—00—$1.9K———
Showing 445 of 445 institutions