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FT Vest LAD Buffervetf-Usd I (BUFR)

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
Shares9,652,228 from 9,477,811
Change+174,417 (+2%)
Value$361.7M (+$15.4M)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares3,585,186 from 3,375,302
Change+209,884 (+6%)
Value$135.6M (+$11.4M)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares3,503,132 from 3,527,503
Change-24,371 (-1%)
Value$131.3M (+$2.4M)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares3,050,538 from 2,991,257
Change+59,281 (+2%)
Value$114.3M (+$5.0M)
Filed 2026-10-30
Kestra Advisory Services, LLC
DECREASED
Shares2,652,215 from 2,725,740
Change-73,525 (-3%)
Value$99.4M (-$192.8K)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
INCREASED
Shares1,871,279 from 1,856,317
Change+14,962 (+1%)
Value$70.1M (+$2.3M)
Filed 2026-10-30
Reyes Financial Architecture, Inc.
INCREASED
Shares1,151,989 from 575,955
Change+576,034 (+100%)
Value$43.2M (+$22.1M)
Filed 2026-10-22
Milestone Asset Management, LLC
INCREASED
Shares1,054,646 from 1,040,780
Change+13,866 (+1%)
Value$39.5M (+$1.5M)
Filed 2026-10-15
Independent Financial Group, LLC
INCREASED
Shares979,158 from 872,837
Change+106,321 (+12%)
Value$36.7M (+$4.8M)
Filed 2026-10-13
Triad Wealth Partners, LLC
INCREASED
Shares897,149 from 895,856
Change+1,293 (+0%)
Value$33.6M (+$451.6K)
Filed 2026-10-26
Brookstone Capital Management
DECREASED
Shares888,598 from 919,740
Change-31,142 (-3%)
Value$33.3M (-$302.3K)
Filed 2026-10-22
Elevation Point Wealth Partners, LLC
INCREASED
Shares815,676 from 78,738
Change+736,938 (+936%)
Value$30.6M (+$27.7M)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
INCREASED
Shares809,364 from 602,632
Change+206,732 (+34%)
Value$30.3M (+$8.3M)
Filed 2026-10-20
Creative Financial Designs Inc
INCREASED
Shares774,881 from 767,287
Change+7,594 (+1%)
Value$29.0M (+$1.0M)
Filed 2026-11-04
StoneX Group Inc.
INCREASED
Shares709,588 from 701,880
Change+7,708 (+1%)
Value$26.6M (+$948.6K)
Filed 2026-11-03
Ignite Planners, LLC
DECREASED
Shares697,907 from 702,030
Change-4,123 (-1%)
Value$25.9M (+$269.5K)
Filed 2026-10-14
Valtinson Bruner Financial Planning LLC
INCREASED
Shares694,414 from 663,198
Change+31,216 (+5%)
Value$26.0M (+$1.8M)
Filed 2026-11-02
Holos Integrated Wealth LLC
INCREASED
Shares641,174 from 610,376
Change+30,798 (+5%)
Value$24.2M (+$1.8M)
Filed 2026-10-23
HBW Advisory Services LLC
DECREASED
Shares596,496 from 679,297
Change-82,801 (-12%)
Value$22.4M (-$2.5M)
Filed 2026-10-15
RFG Advisory, LLC
INCREASED
Shares569,146 from 539,708
Change+29,438 (+5%)
Value$21.3M (+$1.6M)
Filed 2026-11-03
Cooper Financial Group
INCREASED
Shares552,335 from 522,233
Change+30,102 (+6%)
Value$20.7M (+$1.6M)
Filed 2026-10-07
Koshinski Asset Management, Inc.
INCREASED
Shares543,278 from 494,781
Change+48,497 (+10%)
Value$20.4M (+$2.3M)
Filed 2026-10-29
Flagship Harbor Advisors, LLC
DECREASED
Shares535,588 from 568,550
Change-32,962 (-6%)
Value$20.1M (-$700.7K)
Filed 2026-10-26
IMG Wealth Management, Inc.
INCREASED
Shares532,201 from 506,640
Change+25,561 (+5%)
Value$19.9M (+$1.4M)
Filed 2026-10-27
Prospera Financial Services Inc
DECREASED
Shares531,486 from 549,627
Change-18,141 (-3%)
Value$19.9M (-$200.3K)
Filed 2026-11-04
Oppenheimer & Co Inc
INCREASED
Shares521,568 from 481,156
Change+40,412 (+8%)
Value$19.5M (+$2.0M)
Filed 2026-10-26
Hibernia Wealth Partners, LLC
INCREASED
Shares521,173 from 491,874
Change+29,299 (+6%)
Value$19.5M (+$1.6M)
Filed 2026-10-29
Goldenstone Wealth Management LLC
INCREASED
Shares518,719 from 463,059
Change+55,660 (+12%)
Value$19.4M (+$2.5M)
Filed 2026-11-04
VestGen Advisors, LLC
DECREASED
Shares498,766 from 550,364
Change-51,598 (-9%)
Value$18.7M (-$1.4M)
Filed 2026-10-27
Centennial Wealth Advisory LLC
INCREASED
Shares482,260 from 471,997
Change+10,263 (+2%)
Value$18.1M (+$823.4K)
Filed 2026-10-16
Cooper Capital Advisors LLC
INCREASED
Shares436,567 from 425,348
Change+11,219 (+3%)
Value$16.4M (+$820.2K)
Filed 2026-10-29
Hobart Private Capital, LLC
INCREASED
Shares426,548 from 426,520
Change+28 (+0%)
Value$16.0M (+$402.0K)
Filed 2026-10-19
Strategic Blueprint, LLC
INCREASED
Shares415,978 from 415,886
Change+92 (+0%)
Value$15.6M (+$394.4K)
Filed 2026-10-22
Meridian Wealth Management, LLC
INCREASED
Shares407,060 from 403,016
Change+4,044 (+1%)
Value$15.3M (+$530.3K)
Filed 2026-11-05
Key FInancial Inc
DECREASED
Shares394,080 from 402,453
Change-8,373 (-2%)
Value$14.8M (+$64.6K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
DECREASED
Shares356,858 from 398,020
Change-41,162 (-10%)
Value$13.4M (-$1.2M)
Filed 2026-10-16
Apollon Wealth Management, LLC
INCREASED
Shares351,039 from 344,983
Change+6,056 (+2%)
Value$13.2M (+$551.2K)
Filed 2026-10-23
Sigma Planning Corp
DECREASED
Shares336,406 from 345,093
Change-8,687 (-3%)
Value$12.6M (-$6.0K)
Filed 2026-10-23
Schulz Wealth, Ltd.
DECREASED
Shares334,670 from 342,573
Change-7,903 (-2%)
Value$12.5M (+$25.9K)
Filed 2026-11-03
Capital Investment Advisory Services, LLC
INCREASED
Shares334,212 from 322,889
Change+11,323 (+4%)
Value$12.5M (+$727.9K)
Filed 2026-10-30
WealthPLAN Partners, LLC
DECREASED
Shares321,921 from 348,808
Change-26,887 (-8%)
Value$12.1M (-$679.6K)
Filed 2026-10-15
Frederick Financial Consultants, LLC
INCREASED
Shares319,552 from 317,634
Change+1,918 (+1%)
Value$12.0M (+$370.4K)
Filed 2026-10-29
Triton Wealth Management, Pllc
INCREASED
Shares306,079 from 296,795
Change+9,284 (+3%)
Value$11.4M (+$591.8K)
Filed 2026-11-04
Simplicity Wealth,LLC
INCREASED
Shares305,885 from 170,511
Change+135,374 (+79%)
Value$11.5M (+$5.2M)
Filed 2026-10-23
Solitude Financial Services
INCREASED
Shares291,484 from 291,131
Change+353 (+0%)
Value$10.9M (+$286.9K)
Filed 2026-10-26
Tounjian Advisory Partners, LLC
INCREASED
Shares281,180 from 247,491
Change+33,689 (+14%)
Value$10.5M (+$1.5M)
Filed 2026-11-04
Seros Financial, LLC
INCREASED
Shares274,418 from 265,438
Change+8,980 (+3%)
Value$10.3M (+$586.0K)
Filed 2026-10-21
Gerald Baker Financial Group LLC
INCREASED
Shares267,801 from 260,160
Change+7,641 (+3%)
Value$10.0M (+$530.9K)
Filed 2026-10-09
WealthPlan Investment Management, LLC
DECREASED
Shares265,960 from 310,495
Change-44,535 (-14%)
Value$10.0M (-$1.4M)
Filed 2026-10-15
Stewardship Concepts Financial Services LLC
DECREASED
Shares246,013 from 247,390
Change-1,377 (-1%)
Value$9.2M (+$181.0K)
Filed 2026-10-06
Farther Finance Advisors, LLC
INCREASED
Shares242,074 from 209,690
Change+32,384 (+15%)
Value$9.1M (+$1.4M)
Filed 2026-10-08
Financial Futures Ltd Liability Co.
DECREASED
Shares238,479 from 239,321
Change-842 (0%)
Value$8.9M (+$193.4K)
Filed 2026-10-13
Golden State Wealth Management, LLC
DECREASED
Shares238,355 from 252,708
Change-14,353 (-6%)
Value$8.9M (-$300.3K)
Filed 2026-11-02
Chris Bulman Inc
INCREASED
Shares227,249 from 226,813
Change+436 (+0%)
Value$8.5M (+$229.5K)
Filed 2026-10-20
Avaii Wealth Management, LLC
DECREASED
Shares218,132 from 235,145
Change-17,013 (-7%)
Value$8.2M (-$377.2K)
Filed 2026-10-09
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares209,010 from 205,040
Change+3,970 (+2%)
Value$7.8M (+$341.5K)
Filed 2026-10-29
Rubicon Advisors, GP
DECREASED
Shares206,918 from 207,730
Change-812 (0%)
Value$7.8M (+$164.8K)
Filed 2026-10-23
KPP Advisory Services LLC
INCREASED
Shares205,248 from 182,730
Change+22,518 (+12%)
Value$7.7M (+$1.0M)
Filed 2026-10-26
Atria Investments, Inc
INCREASED
Shares192,464 from 173,474
Change+18,990 (+11%)
Value$7.2M (+$874.6K)
Filed 2026-10-15
Family Capital Management, Inc.
DECREASED
Shares189,965 from 191,874
Change-1,909 (-1%)
Value$7.1M (+$108.8K)
Filed 2026-11-03
RiverTree Advisors, LLC
DECREASED
Shares188,611 from 190,548
Change-1,937 (-1%)
Value$7.1M (+$106.5K)
Filed 2026-10-13
B. Riley Wealth Advisors, Inc.
INCREASED
Shares186,002 from 19,970
Change+166,032 (+831%)
Value$7.0M (+$6.2M)
Filed 2026-10-13
Iams Wealth Management, LLC
DECREASED
Shares185,006 from 218,155
Change-33,149 (-15%)
Value$6.9M (-$1.0M)
Filed 2026-10-15
Madrona Financial Services, LLC
DECREASED
Shares183,755 from 249,749
Change-65,994 (-26%)
Value$6.9M (-$2.2M)
Filed 2026-10-23
Partners Wealth Management, LLC
NEW
Shares182,009
Change+182,009
Value$6.8M
Filed 2026-10-28
Tsfg, LLC
INCREASED
Shares179,197 from 176,680
Change+2,517 (+1%)
Value$6.7M (+$261.0K)
Filed 2026-10-23
Wedbush Securities Inc
INCREASED
Shares173,246 from 146,548
Change+26,698 (+18%)
Value$6.5M (+$1.1M)
Filed 2026-10-22
Focus Wealth Advisors, LLC
DECREASED
Shares168,832 from 172,105
Change-3,273 (-2%)
Value$6.3M (+$39.1K)
Filed 2026-10-14
MGO One Seven LLC
INCREASED
Shares166,335 from 130,469
Change+35,866 (+27%)
Value$6.2M (+$1.5M)
Filed 2026-10-28
Split Rock Private Trading & Wealth Management, LLC
INCREASED
Shares166,009 from 162,892
Change+3,117 (+2%)
Value$6.2M (+$269.9K)
Filed 2026-10-15
Holland Advisory Services, Inc.
NEW
Shares159,648
Change+159,648
Value$6.0M
Filed 2026-10-26
Sovran Advisors, LLC
INCREASED
Shares156,842 from 52,377
Change+104,465 (+199%)
Value$5.9M (+$4.0M)
Filed 2026-11-02
Keystone Wealth Services, LLC
INCREASED
Shares155,809 from 149,548
Change+6,261 (+4%)
Value$5.8M (+$383.0K)
Filed 2026-11-03
Creative Planning
INCREASED
Shares145,982 from 128,041
Change+17,941 (+14%)
Value$5.5M (+$792.6K)
Filed 2026-11-02
Cambridge Advisors Inc.
DECREASED
Shares139,794 from 140,616
Change-822 (-1%)
Value$5.2M (+$101.4K)
Filed 2026-10-19
Dynamic Advisor Solutions LLC
DECREASED
Shares137,943 from 139,831
Change-1,888 (-1%)
Value$5.2M (+$60.7K)
Filed 2026-10-13
Miramontes Capital, LLC
INCREASED
Shares137,756 from 137,211
Change+545 (+0%)
Value$5.2M (+$149.4K)
Filed 2026-10-19
Ergawealth Advisors, Inc.
DECREASED
Shares136,862 from 143,415
Change-6,553 (-5%)
Value$5.1M (-$110.7K)
Filed 2026-10-21
IFP Advisors, Inc
INCREASED
Shares133,306 from 131,301
Change+2,005 (+2%)
Value$5.0M (+$198.6K)
Filed 2026-10-16
Accel Wealth Management
INCREASED
Shares130,897 from 117,011
Change+13,886 (+12%)
Value$4.9M (+$630.3K)
Filed 2026-10-13
Bigelow Investment Advisors, LLC
INCREASED
Shares130,275 from 129,658
Change+617 (+0%)
Value$4.9M (+$145.0K)
Filed 2026-10-13
Wealthcare Advisory Partners LLC
INCREASED
Shares127,809 from 111,995
Change+15,814 (+14%)
Value$4.8M (+$697.8K)
Filed 2026-10-21
Southland Equity Partners LLC
INCREASED
Shares125,100 from 90,911
Change+34,189 (+38%)
Value$4.7M (+$1.4M)
Filed 2026-10-14
Trilogy Capital Inc.
INCREASED
Shares122,073 from 112,373
Change+9,700 (+9%)
Value$4.6M (+$469.1K)
Filed 2026-10-20
Andina Capital Management, LLC
DECREASED
Shares120,536 from 172,767
Change-52,231 (-30%)
Value$4.5M (-$1.8M)
Filed 2026-10-21
Integrated Advisors Network LLC
DECREASED
Shares120,333 from 122,980
Change-2,647 (-2%)
Value$4.5M (+$16.4K)
Filed 2026-10-20
First Heartland Consultants, Inc.
INCREASED
Shares118,220 from 116,937
Change+1,283 (+1%)
Value$4.4M (+$158.0K)
Filed 2026-10-08
Hilton Head Capital Partners, LLC
DECREASED
Shares115,788 from 116,566
Change-778 (-1%)
Value$4.3M (+$80.4K)
Filed 2026-10-23
Optivise Advisory Services LLC
INCREASED
Shares115,774 from 91,982
Change+23,792 (+26%)
Value$4.3M (+$978.0K)
Filed 2026-10-19
International Assets Investment Management, LLC
INCREASED
Shares113,277 from 99,052
Change+14,225 (+14%)
Value$4.3M (+$633.7K)
Filed 2026-11-02
Denver PWM, LLC
INCREASED
Shares112,742 from 99,896
Change+12,846 (+13%)
Value$4.2M (+$485.3K)
Filed 2026-10-22
Onyx Bridge Wealth Group LLC
DECREASED
Shares109,725 from 114,888
Change-5,163 (-4%)
Value$4.1M (-$85.5K)
Filed 2026-10-16
NWF Advisory Services Inc.
INCREASED
Shares105,963 from 100,263
Change+5,700 (+6%)
Value$4.0M (+$307.8K)
Filed 2026-10-19
Novem Group
INCREASED
Shares105,779 from 105,778
Change+1 (0%)
Value$4.0M (+$99.5K)
Filed 2026-10-19
Central Pacific Bank - Trust Division
DECREASED
Shares105,080 from 107,405
Change-2,325 (-2%)
Value$3.9M (+$13.8K)
Filed 2026-10-06
Five Pine Wealth Management
DECREASED
Shares103,046 from 104,768
Change-1,722 (-2%)
Value$3.9M (+$34.0K)
Filed 2026-10-20
Noble Wealth Management PBC
DECREASED
Shares100,862 from 107,370
Change-6,508 (-6%)
Value$3.8M (-$142.9K)
Filed 2026-10-01
Integrity Alliance, Llc.
DECREASED
Shares99,982 from 108,050
Change-8,068 (-7%)
Value$3.7M (-$200.7K)
Filed 2026-10-29
Park Avenue Securities LLC
INCREASED
Shares94,539 from 86,791
Change+7,748 (+9%)
Value$3.5M (+$372.0K)
Filed 2026-10-26
Financial Network Wealth Advisors LLC
DECREASED
Shares90,693 from 91,141
Change-448 (0%)
Value$3.4M (+$68.9K)
Filed 2026-10-28
Acorn Wealth Advisors, LLC
DECREASED
Shares89,647 from 90,579
Change-932 (-1%)
Value$3.4M (+$50.2K)
Filed 2026-10-19
Uptick Partners, LLC
INCREASED
Shares86,920 from 60,945
Change+25,975 (+43%)
Value$3.3M (+$1.0M)
Filed 2026-11-04
BridgePort Financial Solutions, LLC
INCREASED
Shares85,038 from 81,765
Change+3,273 (+4%)
Value$3.2M (+$199.5K)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
INCREASED
Shares84,031 from 80,929
Change+3,102 (+4%)
Value$3.1M (+$192.3K)
Filed 2026-11-05
Prism Advisors, Inc.
DECREASED
Shares83,984 from 88,022
Change-4,038 (-5%)
Value$3.2M (-$40.0K)
Filed 2026-10-09
Trail Ridge Investment Advisors, LLC
DECREASED
Shares82,443 from 108,314
Change-25,871 (-24%)
Value$3.1M (-$867.6K)
Filed 2026-10-16
Cornerstone Wealth Management, LLC
INCREASED
Shares79,637 from 75,327
Change+4,310 (+6%)
Value$3.0M (+$232.3K)
Filed 2026-11-04
Center for Financial Planning, Inc.
INCREASED
Shares76,038 from 74,678
Change+1,360 (+2%)
Value$2.8M (+$121.2K)
Filed 2026-10-26
Private Trust Co NA
INCREASED
Shares75,467 from 75,232
Change+235 (+0%)
Value$2.8M (+$79.5K)
Filed 2026-10-20
SLT Holdings LLC
DECREASED
Shares75,162 from 76,772
Change-1,610 (-2%)
Value$2.8M (+$11.8K)
Filed 2026-10-15
Vise Technologies, Inc.
INCREASED
Shares74,257 from 68,643
Change+5,614 (+8%)
Value$2.8M (+$274.9K)
Filed 2026-10-29
CoreCap Advisors, LLC
INCREASED
Shares73,965 from 68,729
Change+5,236 (+8%)
Value$2.8M (+$260.8K)
Filed 2026-10-08
AlphaStar Capital Management, LLC
INCREASED
Shares73,016 from 67,404
Change+5,612 (+8%)
Value$2.7M (+$273.6K)
Filed 2026-10-16
Perigon Wealth Management, LLC
INCREASED
Shares71,848 from 68,010
Change+3,838 (+6%)
Value$2.7M (+$207.7K)
Filed 2026-10-22
Ipsen Advisor Group LLC
DECREASED
Shares67,514 from 69,457
Change-1,943 (-3%)
Value$2.5M (-$7.5K)
Filed 2026-10-29
Boyum Wealth Architects LLC
DECREASED
Shares67,000 from 75,123
Change-8,123 (-11%)
Value$2.5M (-$230.0K)
Filed 2026-10-06
Pinnacle Associates LTD
INCREASED
Shares66,565 from 66,390
Change+175 (+0%)
Value$2.5M (+$69.0K)
Filed 2026-10-20
Maia Wealth LLC
INCREASED
Shares65,852 from 65,672
Change+180 (+0%)
Value$2.5M (+$68.5K)
Filed 2026-10-19
Chicago Partners Investment Group LLC
DECREASED
Shares64,031 from 65,821
Change-1,790 (-3%)
Value$2.4M (+$689)
Filed 2026-10-27
Nations Financial Group Inc,
INCREASED
Shares63,601 from 53,704
Change+9,897 (+18%)
Value$2.4M (+$421.3K)
Filed 2026-11-05
AGH Wealth Advisors, LLC
NEW
Shares61,050
Change+61,050
Value$2.3M
Filed 2026-10-26
Davenport & Co LLC
DECREASED
Shares60,449 from 60,899
Change-450 (-1%)
Value$2.3M (+$40.4K)
Filed 2026-10-14
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares59,237 from 47,072
Change+12,165 (+26%)
Value$2.2M (+$500.1K)
Filed 2026-10-14
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares59,065 from 58,890
Change+175 (+0%)
Value$2.2M (+$61.9K)
Filed 2026-10-23
PKS Advisory Services, LLC
UNCHANGED
Shares57,241 from 57,241
Change0 (0%)
Value$2.1M ($0)
Filed 2026-10-26
LVZ, Inc.
INCREASED
Shares57,036 from 56,763
Change+273 (+0%)
Value$2.1M (+$63.6K)
Filed 2026-10-20
Wolff Wiese Magana LLC
INCREASED
Shares56,392 from 56,390
Change+2 (0%)
Value$2.1M (+$53.1K)
Filed 2026-10-15
Asset Allocation Strategies LLC
DECREASED
Shares56,091 from 56,515
Change-424 (-1%)
Value$2.1M (+$37.2K)
Filed 2026-10-20
Echo Wealth Management, LLC
INCREASED
Shares53,537 from 39,385
Change+14,152 (+36%)
Value$2.0M (+$567.3K)
Filed 2026-10-15
PFG Advisors
INCREASED
Shares53,226 from 19,200
Change+34,026 (+177%)
Value$2.0M (+$1.3M)
Filed 2026-10-16
Bison Wealth, LLC
DECREASED
Shares53,201 from 58,012
Change-4,811 (-8%)
Value$2.0M (-$109.4K)
Filed 2026-10-13
Titleist Asset Management, LLC
DECREASED
Shares53,120 from 54,520
Change-1,400 (-3%)
Value$2.0M (-$1.2K)
Filed 2026-10-08
Independent Wealth Network Inc.
INCREASED
Shares51,340 from 49,164
Change+2,176 (+4%)
Value$1.9M (+$127.8K)
Filed 2026-10-19
Financial Guidance Group, Inc.
DECREASED
Shares51,295 from 119,177
Change-67,882 (-57%)
Value$1.9M (-$2.4M)
Filed 2026-10-21
EverSource Wealth Advisors, LLC
INCREASED
Shares50,701 from 50,031
Change+670 (+1%)
Value$1.9M (+$72.1K)
Filed 2026-11-04
Verus Capital Partners, LLC
INCREASED
Shares50,698 from 39,467
Change+11,231 (+28%)
Value$1.9M (+$457.9K)
Filed 2026-11-03
Riverbend Wealth Management, LLC
INCREASED
Shares50,511 from 42,334
Change+8,177 (+19%)
Value$1.9M (+$346.2K)
Filed 2026-10-15
Precedent Wealth Partners, LLC
INCREASED
Shares50,122 from 49,547
Change+575 (+1%)
Value$1.9M (+$68.1K)
Filed 2026-10-21
Amplius Wealth Advisors, LLC
DECREASED
Shares49,010 from 70,158
Change-21,148 (-30%)
Value$1.8M (-$726.5K)
Filed 2026-10-20
Hazlett, Burt & Watson, Inc.
INCREASED
Shares48,444 from 44,900
Change+3,544 (+8%)
Value$923.9K (-$76.7K)
Filed 2026-11-04
TrueWealth Advisors, LLC
UNCHANGED
Shares48,188 from 48,188
Change0 (0%)
Value$1.8M (+$45.3K)
Filed 2026-10-09
Breakthru Advisory Services, LLC
UNCHANGED
Shares47,275 from 47,275
Change0 (0%)
Value$1.8M (+$44.4K)
Filed 2026-10-13
Apollon Financial, LLC
DECREASED
Shares46,795 from 47,375
Change-580 (-1%)
Value$1.8M (+$22.8K)
Filed 2026-10-23
Clark Wealth Partners
INCREASED
Shares45,742 from 45,560
Change+182 (+0%)
Value$1.7M (+$49.6K)
Filed 2026-10-19
Vima LLC
INCREASED
Shares44,793 from 44,152
Change+641 (+1%)
Value$1.7M (+$65.5K)
Filed 2026-10-23
Dhjj Financial Advisors, Ltd.
INCREASED
Shares44,699 from 44,491
Change+208 (+0%)
Value$1.7M (+$49.6K)
Filed 2026-10-23
Equity Wealth Partners, LLC
INCREASED
Shares44,403 from 20,246
Change+24,157 (+119%)
Value$1.7M (+$924.2K)
Filed 2026-10-26
Summit Wealth Group LLC / Co
UNCHANGED
Shares44,233 from 44,233
Change0 (0%)
Value$1.7M (+$41.6K)
Filed 2026-10-29
World Equity Group, Inc.
DECREASED
Shares44,065 from 125,694
Change-81,629 (-65%)
Value$1.7M (-$2.9M)
Filed 2026-10-14
Blue Bell Private Wealth Management, LLC
DECREASED
Shares43,897 from 44,903
Change-1,006 (-2%)
Value$1.6M (+$4.5K)
Filed 2026-10-29
Balboa Wealth Partners
DECREASED
Shares43,869 from 44,128
Change-259 (-1%)
Value$1.6M (+$31.8K)
Filed 2026-10-20
Mascagni Wealth Management, Inc.
INCREASED
Shares43,312 from 42,624
Change+688 (+2%)
Value$1.6M (+$65.8K)
Filed 2026-10-23
Kingswood Wealth Advisors, LLC
DECREASED
Shares42,965 from 45,057
Change-2,092 (-5%)
Value$1.6M (-$36.0K)
Filed 2026-10-23
Larson Financial Group LLC
DECREASED
Shares42,958 from 43,758
Change-800 (-2%)
Value$1.6M (+$11.2K)
Filed 2026-11-05
Ascentis Independent Advisors
NEW
Shares42,933
Change+42,933
Value$1.6M
Filed 2026-11-03
Lighthouse Wealth Management Inc.
INCREASED
Shares41,832 from 40,538
Change+1,294 (+3%)
Value$1.6M (+$86.6K)
Filed 2026-10-13
Tcfg Investment Advisors, LLC
DECREASED
Shares41,168 from 41,555
Change-387 (-1%)
Value$1.5M (+$24.6K)
Filed 2026-10-20
Seven Hills Financial, LLC
NEW
Shares40,587
Change+40,587
Value$1.5M
Filed 2026-10-13
Encompass More Asset Management
INCREASED
Shares39,995 from 35,020
Change+4,975 (+14%)
Value$1.5M (+$219.3K)
Filed 2026-10-16
Elevation Wealth Management LLC
DECREASED
Shares39,944 from 40,072
Change-128 (0%)
Value$1.5M (+$32.9K)
Filed 2026-11-02
TopTier Wealth Management, LLC
DECREASED
Shares39,242 from 39,493
Change-251 (-1%)
Value$1.5M (+$27.7K)
Filed 2026-10-16
Heritage Wealth Management, Inc.
DECREASED
Shares38,894 from 39,706
Change-812 (-2%)
Value$1.5M (+$6.9K)
Filed 2026-10-28
Wagner Wealth Management, LLC
UNCHANGED
Shares38,232 from 38,232
Change0 (0%)
Value$1.4M (+$35.9K)
Filed 2026-10-21
Schear Investment Advisers, LLC
NEW
Shares37,126
Change+37,126
Value$1.4M
Filed 2026-10-14
Tempo Wealth, LLC
DECREASED
Shares37,126 from 38,317
Change-1,191 (-3%)
Value$1.4M (-$8.6K)
Filed 2026-10-14
Purus Wealth Management, LLC
DECREASED
Shares36,508 from 39,962
Change-3,454 (-9%)
Value$1.4M (-$91.9K)
Filed 2026-10-15
Quartz Partners, LLC
NEW
Shares34,809
Change+34,809
Value$1.3M
Filed 2026-11-03
Castleview Partners, LLC
DECREASED
Shares34,553 from 34,942
Change-389 (-1%)
Value$1.3M (+$18.3K)
Filed 2026-10-09
Lanark Financial, Inc.
INCREASED
Shares33,935 from 31,688
Change+2,247 (+7%)
Value$1.3M (+$114.0K)
Filed 2026-10-26
Quad-Cities Investment Group, LLC
UNCHANGED
Shares32,173 from 32,173
Change0 (0%)
Value$1.2M (+$30.2K)
Filed 2026-10-16
BIP Wealth, LLC
INCREASED
Shares31,994 from 31,282
Change+712 (+2%)
Value$1.2M (+$56.1K)
Filed 2026-10-22
Signature Estate & Investment Advisors LLC
DECREASED
Shares31,713 from 35,075
Change-3,362 (-10%)
Value$1.2M (-$93.0K)
Filed 2026-10-13
Mcdonald Partners LLC
INCREASED
Shares31,650 from 13,500
Change+18,150 (+134%)
Value$1.2M (+$692.8K)
Filed 2026-11-03
MSH Capital Advisors LLC
INCREASED
Shares29,903 from 26,879
Change+3,024 (+11%)
Value$1.1M (+$138.6K)
Filed 2026-11-03
Intrua Financial, LLC
DECREASED
Shares29,160 from 29,844
Change-684 (-2%)
Value$1.1M (+$2.4K)
Filed 2026-10-28
Integrity Advisory Solutions, LLC
INCREASED
Shares28,988 from 27,955
Change+1,033 (+4%)
Value$1.1M (+$65.0K)
Filed 2026-10-29
Clear Creek Financial Management, LLC
INCREASED
Shares28,804 from 24,758
Change+4,046 (+16%)
Value$1.1M (+$174.9K)
Filed 2026-10-28
Founders Financial Securities LLC
INCREASED
Shares28,388 from 25,049
Change+3,339 (+13%)
Value$1.1M (+$148.7K)
Filed 2026-10-28
LifeWealth Investments, LLC
INCREASED
Shares27,759 from 13,360
Change+14,399 (+108%)
Value$1.0M (+$552.1K)
Filed 2026-10-21
Wealth Group Ltd
DECREASED
Shares27,483 from 29,870
Change-2,387 (-8%)
Value$1.0M (-$56.4K)
Filed 2026-10-07
American Institute for Advanced Investment Management, LLP
INCREASED
Shares27,085 from 24,485
Change+2,600 (+11%)
Value$1.0M (+$120.4K)
Filed 2026-11-03
Assetmark, Inc
INCREASED
Shares26,330 from 23,322
Change+3,008 (+13%)
Value$986.6K (+$134.6K)
Filed 2026-10-21
Richmond Investment Services, LLC
INCREASED
Shares25,712 from 17,946
Change+7,766 (+43%)
Value$963.4K (+$307.9K)
Filed 2026-10-29
Alliance Wealth Advisors, LLC
UNCHANGED
Shares25,604 from 25,604
Change0 (0%)
Value$959.4K (+$24.1K)
Filed 2026-10-14
Cascade Investment Group, Inc.
INCREASED
Shares25,509 from 23,783
Change+1,726 (+7%)
Value$955.8K (+$87.0K)
Filed 2026-10-13
Diversify Wealth Management, LLC
DECREASED
Shares24,930 from 26,353
Change-1,423 (-5%)
Value$942.3K (-$20.1K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares24,930 from 26,353
Change-1,423 (-5%)
Value$942.3K (-$20.1K)
Filed 2026-10-20
Victory Financial Group, LLC
INCREASED
Shares24,901 from 16,954
Change+7,947 (+47%)
Value$933.0K (+$313.7K)
Filed 2026-10-27
Paragon Private Wealth Management, LLC
UNCHANGED
Shares24,511 from 24,511
Change0 (0%)
Value$918.4K (+$23.0K)
Filed 2026-10-20
Purewater Capital LLC
UNCHANGED
Shares24,500 from 24,500
Change0 (0%)
Value$918.0K (+$23.0K)
Filed 2026-10-23
Legacy Solutions, LLC
INCREASED
Shares24,435 from 22,807
Change+1,628 (+7%)
Value$915.6K (+$82.5K)
Filed 2026-10-07
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares24,362 from 24,434
Change-72 (0%)
Value$912.8K (+$20.3K)
Filed 2026-10-14
Michels Family Financial, LLC
INCREASED
Shares24,100 from 21,900
Change+2,200 (+10%)
Value$903.0K (+$103.0K)
Filed 2026-11-02
Tucker Asset Management LLC
INCREASED
Shares24,063 from 23,388
Change+675 (+3%)
Value$901.6K (+$47.3K)
Filed 2026-10-29
Walser Wealth Management Company, A Ltd Liability Co
DECREASED
Shares23,859 from 24,405
Change-546 (-2%)
Value$894.0K (+$2.5K)
Filed 2026-10-15
Bright Futures Wealth Management, Llc.
DECREASED
Shares23,720 from 26,493
Change-2,773 (-10%)
Value$888.8K (-$79.0K)
Filed 2026-10-23
Claro Advisors Inc.
DECREASED
Shares23,702 from 23,960
Change-258 (-1%)
Value$888.1K (+$12.8K)
Filed 2026-11-02
Global Assets Advisory, LLC
INCREASED
Shares23,592 from 18,312
Change+5,280 (+29%)
Value$891.4K (+$222.0K)
Filed 2026-10-28
Focus Financial Network, Inc.
NEW
Shares23,496
Change+23,496
Value$880.4K
Filed 2026-10-14
Blueprint Investment Partners LLC
INCREASED
Shares22,947 from 19,969
Change+2,978 (+15%)
Value$859.8K (+$130.4K)
Filed 2026-10-28
Blueprint Financial Advisors LLC
INCREASED
Shares22,947 from 19,969
Change+2,978 (+15%)
Value$859.8K (+$130.4K)
Filed 2026-10-28
Sowell Financial Services LLC
INCREASED
Shares21,695 from 21,655
Change+40 (+0%)
Value$812.9K (+$21.8K)
Filed 2026-10-23
HB Wealth Management, LLC
UNCHANGED
Shares21,125 from 21,125
Change0 (0%)
Value$791.6K (+$19.9K)
Filed 2026-10-23
Avior Wealth Management, LLC
DECREASED
Shares21,053 from 29,973
Change-8,920 (-30%)
Value$788.8K (-$306.1K)
Filed 2026-10-13
Gaddis Premier Wealth Advisors LLC
INCREASED
Shares20,365 from 20,306
Change+59 (+0%)
Value$763.1K (+$21.3K)
Filed 2026-10-29
EdgeRock Capital LLC
UNCHANGED
Shares20,110 from 20,110
Change0 (0%)
Value$753.5K (+$18.9K)
Filed 2026-11-03
Stonebridge Financial Group, LLC
NEW
Shares19,500
Change+19,500
Value$730.7K
Filed 2026-10-01
Ashton Thomas Securities, LLC
INCREASED
Shares19,368 from 15,276
Change+4,092 (+27%)
Value$725.7K (+$167.7K)
Filed 2026-10-26
GSG Advisors LLC
DECREASED
Shares18,576 from 18,689
Change-113 (-1%)
Value$696.0K (+$13.3K)
Filed 2026-11-03
Winebrenner Capital Management LLC
DECREASED
Shares17,798 from 19,834
Change-2,036 (-10%)
Value$666.9K (-$57.6K)
Filed 2026-10-07
Soltis Investment Advisors LLC
UNCHANGED
Shares17,758 from 17,758
Change0 (0%)
Value$665.4K (+$16.7K)
Filed 2026-10-28
Signature Equity Partners, LLC
INCREASED
Shares17,679 from 17,245
Change+434 (+3%)
Value$662.4K (+$32.5K)
Filed 2026-10-29
Spire Wealth Management
INCREASED
Shares17,513 from 17,122
Change+391 (+2%)
Value$656.2K (+$30.7K)
Filed 2026-10-30
Compass Financial Management LLC
INCREASED
Shares17,185 from 15,170
Change+2,015 (+13%)
Value$643.9K (+$89.8K)
Filed 2026-10-30
MN Wealth Advisors, LLC
NEW
Shares16,837
Change+16,837
Value$630.9K
Filed 2026-10-23
HCR Wealth Advisors
INCREASED
Shares16,618 from 14,807
Change+1,811 (+12%)
Value$622.7K (+$81.8K)
Filed 2026-10-15
MTM Investment Management, LLC
INCREASED
Shares16,575 from 8,525
Change+8,050 (+94%)
Value$621.1K (+$309.6K)
Filed 2026-10-30
Tortuga Wealth Management, Inc
INCREASED
Shares16,433 from 14,933
Change+1,500 (+10%)
Value$615.8K (+$70.2K)
Filed 2026-10-27
Able Financial Group, LLC
DECREASED
Shares16,234 from 18,510
Change-2,276 (-12%)
Value$608.3K (-$67.9K)
Filed 2026-10-14
M Holdings Securities, Inc.
DECREASED
Shares16,100 from 16,717
Change-617 (-4%)
Value$603.0K (-$4.0K)
Filed 2026-11-03
MBL Wealth, LLC
UNCHANGED
Shares16,100 from 16,100
Change0 (0%)
Value$603.3K (+$15.1K)
Filed 2026-10-22
Vaquero Private Wealth, LTD
NEW
Shares15,625
Change+15,625
Value$585.5K
Filed 2026-10-27
Parallel Advisors, LLC
DECREASED
Shares15,572 from 16,800
Change-1,228 (-7%)
Value$583.5K (-$30.2K)
Filed 2026-11-03
Clarus Group, Inc.
UNCHANGED
Shares15,505 from 15,505
Change0 (0%)
Value$581.0K (+$14.6K)
Filed 2026-10-21
Adamsbrown Wealth Consultants LLC
DECREASED
Shares15,206 from 20,215
Change-5,009 (-25%)
Value$569.8K (-$168.7K)
Filed 2026-10-20
Wespac Advisors SoCal, LLC
INCREASED
Shares15,097 from 14,696
Change+401 (+3%)
Value$565.7K (+$28.8K)
Filed 2026-10-13
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares14,943 from 14,943
Change0 (0%)
Value$559.9K (+$14.0K)
Filed 2026-10-30
Legacy Capital Wealth Partners, LLC
INCREASED
Shares14,844 from 13,734
Change+1,110 (+8%)
Value$386.8K (+$33.8K)
Filed 2026-10-21
Gilliland Jeter Wealth Management LLC
UNCHANGED
Shares14,792 from 14,792
Change0 (0%)
Value$554.3K (+$13.9K)
Filed 2026-10-28
Aurora Private Wealth, Inc.
INCREASED
Shares14,616 from 11,820
Change+2,796 (+24%)
Value$548.0K (+$116.0K)
Filed 2026-10-20
Worth Asset Management, LLC
DECREASED
Shares14,334 from 14,527
Change-193 (-1%)
Value$537.1K (+$6.4K)
Filed 2026-10-07
Atlas Private Wealth Advisors
UNCHANGED
Shares13,028 from 13,028
Change0 (0%)
Value$488.2K (+$12.2K)
Filed 2026-10-23
Synergy Asset Management, LLC
DECREASED
Shares12,997 from 13,029
Change-32 (0%)
Value$487.0K (+$11.0K)
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
DECREASED
Shares12,740 from 17,016
Change-4,276 (-25%)
Value$477.4K (-$144.2K)
Filed 2026-11-03
Destiny Wealth Partners, LLC
UNCHANGED
Shares12,570 from 12,570
Change0 (0%)
Value$468.5K (+$6.3K)
Filed 2026-11-05
Murphy & Mullick Capital Management Corp
DECREASED
Shares12,400 from 13,200
Change-800 (-6%)
Value$464.6K (-$17.6K)
Filed 2026-11-02
SimpliFi, Inc.
UNCHANGED
Shares12,341 from 12,341
Change0 (0%)
Value$462.4K (+$11.6K)
Filed 2026-10-28
BAM Wealth Management, LLC
NEW
Shares12,338
Change+12,338
Value$462.3K
Filed 2026-10-15
Bank of New York Mellon Corp
DECREASED
Shares12,179 from 14,810
Change-2,631 (-18%)
Value$456.3K (-$84.6K)
Filed 2026-11-05
Grantvest Financial Group LLC
INCREASED
Shares12,027 from 9,944
Change+2,083 (+21%)
Value$450.7K (+$87.4K)
Filed 2026-10-21
Bullseye Investment Management, LLC
UNCHANGED
Shares11,901 from 11,901
Change0 (0%)
Value$445.9K (+$11.2K)
Filed 2026-10-29
LFG Wealth Partners, LLC
UNCHANGED
Shares11,724 from 11,724
Change0 (0%)
Value$439.3K (+$11.0K)
Filed 2026-10-28
Arista Wealth Management, LLC
NEW
Shares11,615
Change+11,615
Value$435.2K
Filed 2026-10-29
Fermata Advisors, LLC
DECREASED
Shares11,528 from 12,701
Change-1,173 (-9%)
Value$432.0K (-$32.0K)
Filed 2026-10-13
Winnacle Wealth LLC
DECREASED
Shares11,113 from 15,203
Change-4,090 (-27%)
Value$416.4K (-$139.0K)
Filed 2026-10-15
Advisory Resource Group
UNCHANGED
Shares11,018 from 11,018
Change0 (0%)
Value$412.8K (+$10.4K)
Filed 2026-10-26
Diligent Investors, LLC
NEW
Shares10,901
Change+10,901
Value$408.5K
Filed 2026-10-21
Rossby Financial, LCC
INCREASED
Shares10,298 from 8,646
Change+1,652 (+19%)
Value$385.9K (+$70.0K)
Filed 2026-11-05
Armstrong, Fleming & Moore, Inc
UNCHANGED
Shares10,137 from 10,137
Change0 (0%)
Value$379.8K (+$9.5K)
Filed 2026-10-28
Carnegie Investment Counsel
UNCHANGED
Shares9,939 from 9,939
Change0 (0%)
Value$372.4K (+$9.3K)
Filed 2026-10-20
Signal Advisors Wealth, LLC
DECREASED
Shares9,902 from 10,099
Change-197 (-2%)
Value$371.0K (+$2.1K)
Filed 2026-10-13
Citizens Financial Group Inc
INCREASED
Shares9,768 from 6,460
Change+3,308 (+51%)
Value$366.0K (+$130.0K)
Filed 2026-10-23
Prevail Innovative Wealth Advisors, LLC
UNCHANGED
Shares9,706 from 9,706
Change0 (0%)
Value$367.8K (+$13.2K)
Filed 2026-10-20
Keudell ison Wealth Management
DECREASED
Shares9,452 from 10,797
Change-1,345 (-12%)
Value$354.2K (-$40.2K)
Filed 2026-10-16
UMB Private Wealth Management, LLC
NEW
Shares9,283
Change+9,283
Value$347.8K
Filed 2026-10-19
Thrivent Financial for Lutherans
DECREASED
Shares9,163 from 18,603
Change-9,440 (-51%)
Value$343.0K (-$337.0K)
Filed 2026-11-05
Quantum Financial Partners LLC
NEW
Shares9,036
Change+9,036
Value$338.6K
Filed 2026-10-19
Gradient Capital Advisors, LLC
INCREASED
Shares8,684 from 6,382
Change+2,302 (+36%)
Value$325.4K (+$92.3K)
Filed 2026-10-21
Axxcess Wealth Management, LLC
INCREASED
Shares8,660 from 6,000
Change+2,660 (+44%)
Value$324.5K (+$105.3K)
Filed 2026-10-21
Castle Rock Wealth Management, LLC
UNCHANGED
Shares8,592 from 8,592
Change0 (0%)
Value$325.8K (+$12.1K)
Filed 2026-10-09
Fearless Solutions, LLC dba Best Invest
INCREASED
Shares8,300 from 7,850
Change+450 (+6%)
Value$311.0K (+$24.2K)
Filed 2026-10-14
USAdvisors Wealth Management, LLC
DECREASED
Shares8,248 from 8,456
Change-208 (-2%)
Value$309.0K (+$1.0K)
Filed 2026-10-21
Flagstar Securities, Inc
DECREASED
Shares8,004 from 14,154
Change-6,150 (-43%)
Value$299.9K (-$217.1K)
Filed 2026-10-15
Virtue Capital Management, LLC
DECREASED
Shares7,903 from 10,057
Change-2,154 (-21%)
Value$296.1K (-$71.3K)
Filed 2026-10-29
Columbia Advisory Partners LLC
DECREASED
Shares7,886 from 7,887
Change-1 (0%)
Value$295.5K (+$7.4K)
Filed 2026-10-15
TKG Advisors, LLC
UNCHANGED
Shares7,792 from 7,792
Change0 (0%)
Value$292.0K (+$7.3K)
Filed 2026-11-02
Biltmore Family Office, LLC
UNCHANGED
Shares7,756 from 7,756
Change0 (0%)
Value$290.6K (+$7.3K)
Filed 2026-11-03
Silverlake Wealth Management LLC
INCREASED
Shares7,684 from 5,716
Change+1,968 (+34%)
Value$287.9K (+$79.1K)
Filed 2026-10-21
Private Client Services, LLC
UNCHANGED
Shares7,637 from 7,637
Change0 (0%)
Value$286.2K (+$7.2K)
Filed 2026-10-02
Keeler Thomas Management LLC
NEW
Shares7,396
Change+7,396
Value$277.1K
Filed 2026-10-29
Prosperity Financial Group, Inc.
UNCHANGED
Shares7,341 from 7,341
Change0 (0%)
Value$275.1K (+$6.9K)
Filed 2026-10-29
One Way Holdings LLC
UNCHANGED
Shares7,174 from 7,174
Change0 (0%)
Value$268.8K (+$6.7K)
Filed 2026-10-29
Foguth Wealth Management, Llc.
DECREASED
Shares7,098 from 7,305
Change-207 (-3%)
Value$266.7K (-$36)
Filed 2026-10-19
Confluence Wealth Services, Inc.
INCREASED
Shares7,035 from 5,720
Change+1,315 (+23%)
Value$263.6K (+$54.7K)
Filed 2026-11-05
Rhodes Investment Advisors Inc
NEW
Shares6,989
Change+6,989
Value$261.9K
Filed 2026-10-07
Virtus Wealth Solutions LLC
UNCHANGED
Shares6,594 from 6,594
Change0 (0%)
Value$247.1K (+$6.2K)
Filed 2026-11-03
Birchwood Financial Partners, Inc.
NEW
Shares6,527
Change+6,527
Value$244.6K
Filed 2026-11-02
RDA Financial Network
DECREASED
Shares6,519 from 7,721
Change-1,202 (-16%)
Value$244.3K (-$37.8K)
Filed 2026-10-15
NovaPoint Capital, LLC
UNCHANGED
Shares6,447 from 6,447
Change0 (0%)
Value$241.6K (+$6.1K)
Filed 2026-10-22
Accurate Wealth Management, LLC
DECREASED
Shares6,376 from 6,737
Change-361 (-5%)
Value$241.9K (-$5.5K)
Filed 2026-10-20
Mission Financial Group, LLC
DECREASED
Shares6,102 from 8,783
Change-2,681 (-31%)
Value$228.6K (-$92.2K)
Filed 2026-10-21
Well Done, LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$224.8K (+$5.6K)
Filed 2026-10-20
Capital Asset Advisory Services LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$225.6K (+$6.4K)
Filed 2026-10-30
Csenge Advisory Group
NEW
Shares5,938
Change+5,938
Value$222.5K
Filed 2026-11-04
Boyer Financial Services, Inc.
UNCHANGED
Shares5,913 from 5,913
Change0 (0%)
Value$221.6K (+$5.4K)
Filed 2026-10-23
Evolution Wealth Management Inc.
INCREASED
Shares5,891 from 440
Change+5,451 (+1239%)
Value$220.7K (+$204.7K)
Filed 2026-10-28
Johnson & White Wealth Management, LLC
INCREASED
Shares5,649 from 5,647
Change+2 (+0%)
Value$211.7K (+$5.4K)
Filed 2026-11-03
Facet Wealth, Inc.
DECREASED
Shares5,433 from 7,229
Change-1,796 (-25%)
Value$203.6K (-$60.5K)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
NEW
Shares4,901
Change+4,901
Value$183.6K
Filed 2026-11-05
US Bancorp \de\
INCREASED
Shares4,531 from 174
Change+4,357 (+2504%)
Value$169.8K (+$163.4K)
Filed 2026-11-05
Whipplewood Advisors, LLC
DECREASED
Shares4,337 from 5,364
Change-1,027 (-19%)
Value$162.5K (-$33.4K)
Filed 2026-10-20
Asset Dedication, LLC
DECREASED
Shares3,426 from 3,694
Change-268 (-7%)
Value$128.4K (-$6.6K)
Filed 2026-11-03
Avion Wealth
UNCHANGED
Shares3,186 from 3,186
Change0 (0%)
Value$119.0K (+$3.0K)
Filed 2026-11-04
Bokf, NA
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$112.4K (+$2.8K)
Filed 2026-10-27
GoalVest Advisory LLC
DECREASED
Shares2,234 from 2,387
Change-153 (-6%)
Value$83.7K (-$3.5K)
Filed 2026-10-02
James T. Borello RIA
INCREASED
Shares1,858 from 1,853
Change+5 (+0%)
Value$69.6K (+$1.9K)
Filed 2026-10-16
Pinnacle Bancorp, Inc.
DECREASED
Shares1,594 from 4,349
Change-2,755 (-63%)
Value$59.7K (-$99.1K)
Filed 2026-10-21
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares1,555 from 1,555
Change0 (0%)
Value$58.3K (+$1.5K)
Filed 2026-10-23
Farmers & Merchants Investments Inc
UNCHANGED
Shares1,497 from 1,497
Change0 (0%)
Value$56.1K (+$1.4K)
Filed 2026-10-22
KFG LLC
NEW
Shares1,361
Change+1,361
Value$51.0K
Filed 2026-11-02
Next Level Wealth Planning, LLC
NEW
Shares1,283
Change+1,283
Value$48.1K
Filed 2026-10-29
Bank of New Hampshire
INCREASED
Shares1,145 from 870
Change+275 (+32%)
Value$42.9K (+$11.1K)
Filed 2026-10-06
GK Wealth Management LLC
NEW
Shares683
Change+683
Value$25.6K
Filed 2026-10-09
Security National Bank
NEW
Shares591
Change+591
Value$22.1K
Filed 2026-10-26
Signaturefd, LLC
UNCHANGED
Shares583 from 583
Change0 (0%)
Value$21.8K (+$548)
Filed 2026-10-23
Covestor Ltd
DECREASED
Shares555 from 572
Change-17 (-3%)
Value$21.0K ($0)
Filed 2026-10-30
TD Waterhouse Canada Inc.
UNCHANGED
Shares545 from 545
Change0 (0%)
Value$20.4K (+$550)
Filed 2026-10-16
Harbor Investment Advisory, LLC
UNCHANGED
Shares510 from 510
Change0 (0%)
Value$19.1K (+$480)
Filed 2026-10-13
Princeton Global Asset Management LLC
NEW
Shares452
Change+452
Value$16.9K
Filed 2026-10-21
Sunrise Financial Services, LLC
UNCHANGED
Shares420 from 420
Change0 (0%)
Value$15.7K (+$394)
Filed 2026-10-21
Nova Financial LLC
NEW
Shares347
Change+347
Value$13.0K
Filed 2026-11-04
John Boyer, Inc.
NEW
Shares300
Change+300
Value$11.2K
Filed 2026-10-27
Phillip James Consulting Co.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$11.2K (+$282)
Filed 2026-11-03
CX Institutional
UNCHANGED
Shares222 from 222
Change0 (0%)
Value$8 ($0)
Filed 2026-10-02
Cape Investment Advisory, Inc.
NEW
Shares220
Change+220
Value$8.2K
Filed 2026-10-13
Abound Wealth Management
DECREASED
Shares182 from 837
Change-655 (-78%)
Value$6.8K (-$23.8K)
Filed 2026-10-26
Latitude Advisors, LLC
NEW
Shares100
Change+100
Value$3.7K
Filed 2026-10-27
SBI Securities Co., Ltd.
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$2.0K (+$50)
Filed 2026-10-22
Cassaday & Co Wealth Management LLC
NEW
Shares51
Change+51
Value$1.9K
Filed 2026-10-27
Howard Capital Management, LLC
CLOSED
Shares0 from 2,545,521
Change-2,545,521 (-100%)
Value$0 (-$93.0M)
Filed 2026-10-16
Kestra Investment Management, LLC
CLOSED
Shares0 from 32,467
Change-32,467 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-04
Kingsbury Capital Investment Advisors LLC
CLOSED
Shares0 from 11,605
Change-11,605 (-100%)
Value$0 (-$423.9K)
Filed 2026-10-20
May Hill Capital, LLC
CLOSED
Shares0 from 11,249
Change-11,249 (-100%)
Value$0 (-$410.9K)
Filed 2026-11-03
Lifestyle Asset Management, Inc.
CLOSED
Shares0 from 7,853
Change-7,853 (-100%)
Value$0 (-$286.9K)
Filed 2026-10-20
Lido Advisors, LLC
CLOSED
Shares0 from 6,709
Change-6,709 (-100%)
Value$0 (-$245.1K)
Filed 2026-11-04
Gibbs Wealth Management
CLOSED
Shares0 from 6,320
Change-6,320 (-100%)
Value$0 (-$230.9K)
Filed 2026-10-22
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,646
Change-1,646 (-100%)
Value$0 (-$60.1K)
Filed 2026-10-15
MCF Advisors LLC
CLOSED
Shares0 from 1,100
Change-1,100 (-100%)
Value$0 (-$40.2K)
Filed 2026-10-28
GHP Investment Advisors, Inc.
CLOSED
Shares0 from 488
Change-488 (-100%)
Value$0 (-$17.8K)
Filed 2026-10-15
Go Invest LLC
CLOSED
Shares0 from 191
Change-191 (-100%)
Value$0 (-$7.0K)
Filed 2026-10-09
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 70
Change-70 (-100%)
Value$0 (-$2.6K)
Filed 2026-10-29
LPL Financial LLC
N/A
Shares— from 47,463,109
Change-47,463,109 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 14,067,678
Change-14,067,678 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 9,547,720
Change-9,547,720 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 8,180,750
Change-8,180,750 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 7,703,236
Change-7,703,236 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 7,283,987
Change-7,283,987 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 5,074,420
Change-5,074,420 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,894,320
Change-3,894,320 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 3,766,840
Change-3,766,840 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 3,346,495
Change-3,346,495 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 2,983,447
Change-2,983,447 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,685,827
Change-2,685,827 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 2,099,250
Change-2,099,250 (-100%)
Value—
Macro Advisors, Inc.
N/A
Shares— from 1,771,732
Change-1,771,732 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 1,687,130
Change-1,687,130 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,627,130
Change-1,627,130 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 1,484,319
Change-1,484,319 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,429,695
Change-1,429,695 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 1,411,271
Change-1,411,271 (-100%)
Value—
McKinney Capital Management, LLC
N/A
Shares— from 1,331,602
Change-1,331,602 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 1,216,069
Change-1,216,069 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 1,160,700
Change-1,160,700 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 1,077,400
Change-1,077,400 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 995,937
Change-995,937 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 993,876
Change-993,876 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 935,346
Change-935,346 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 931,941
Change-931,941 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 882,918
Change-882,918 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 826,208
Change-826,208 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 760,367
Change-760,367 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 759,755
Change-759,755 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 746,900
Change-746,900 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 731,800
Change-731,800 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 650,954
Change-650,954 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 613,484
Change-613,484 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 552,106
Change-552,106 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 548,284
Change-548,284 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 543,327
Change-543,327 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 522,021
Change-522,021 (-100%)
Value—
Solano Wealth Investment Advisors LLC
N/A
Shares— from 489,588
Change-489,588 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 470,162
Change-470,162 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 470,034
Change-470,034 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 456,298
Change-456,298 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 439,583
Change-439,583 (-100%)
Value—
UBS Group AG
N/A
Shares— from 429,389
Change-429,389 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 426,004
Change-426,004 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 410,276
Change-410,276 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 409,382
Change-409,382 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 402,374
Change-402,374 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 402,049
Change-402,049 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 401,583
Change-401,583 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 385,702
Change-385,702 (-100%)
Value—
Uniting Wealth Partners, LLC
N/A
Shares— from 379,241
Change-379,241 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 371,167
Change-371,167 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 366,973
Change-366,973 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 365,194
Change-365,194 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 355,689
Change-355,689 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 352,462
Change-352,462 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 346,091
Change-346,091 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 340,344
Change-340,344 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 337,044
Change-337,044 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 335,902
Change-335,902 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 335,642
Change-335,642 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 296,853
Change-296,853 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 279,745
Change-279,745 (-100%)
Value—
WealthCare Investment Partners, LLC
N/A
Shares— from 273,071
Change-273,071 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 268,855
Change-268,855 (-100%)
Value—
Jacobi Capital Management LLC
N/A
Shares— from 266,842
Change-266,842 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 265,773
Change-265,773 (-100%)
Value—
Opus Financial Solutions LLC
N/A
Shares— from 254,216
Change-254,216 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 251,333
Change-251,333 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 242,631
Change-242,631 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 238,294
Change-238,294 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 237,989
Change-237,989 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 236,154
Change-236,154 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 234,211
Change-234,211 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 232,928
Change-232,928 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 231,275
Change-231,275 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 228,879
Change-228,879 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 217,969
Change-217,969 (-100%)
Value—
Three Cord True Wealth Management, LLC
N/A
Shares— from 207,562
Change-207,562 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 199,077
Change-199,077 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 198,785
Change-198,785 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 191,859
Change-191,859 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 191,704
Change-191,704 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 189,236
Change-189,236 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 180,355
Change-180,355 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 179,840
Change-179,840 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 179,303
Change-179,303 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 173,349
Change-173,349 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 169,453
Change-169,453 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 163,848
Change-163,848 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 160,755
Change-160,755 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 148,029
Change-148,029 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 147,346
Change-147,346 (-100%)
Value—
Advisor Resource Council
N/A
Shares— from 141,641
Change-141,641 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 141,016
Change-141,016 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 140,539
Change-140,539 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 133,562
Change-133,562 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 126,890
Change-126,890 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 123,639
Change-123,639 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 118,880
Change-118,880 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 107,973
Change-107,973 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 107,381
Change-107,381 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 103,178
Change-103,178 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 101,577
Change-101,577 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 98,646
Change-98,646 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 97,866
Change-97,866 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 97,275
Change-97,275 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 96,561
Change-96,561 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 95,944
Change-95,944 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 93,449
Change-93,449 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 91,596
Change-91,596 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 91,540
Change-91,540 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 89,909
Change-89,909 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 87,967
Change-87,967 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 85,461
Change-85,461 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 84,458
Change-84,458 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 82,942
Change-82,942 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 82,793
Change-82,793 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 81,906
Change-81,906 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 81,693
Change-81,693 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 78,738
Change-78,738 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 76,608
Change-76,608 (-100%)
Value—
Compass Financial Services Inc
N/A
Shares— from 74,250
Change-74,250 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 72,788
Change-72,788 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 72,021
Change-72,021 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 71,756
Change-71,756 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 64,318
Change-64,318 (-100%)
Value—
Stephens Inc
N/A
Shares— from 63,328
Change-63,328 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 62,738
Change-62,738 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 60,223
Change-60,223 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 54,540
Change-54,540 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 51,576
Change-51,576 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 51,205
Change-51,205 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 51,166
Change-51,166 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 51,018
Change-51,018 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 50,582
Change-50,582 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 50,290
Change-50,290 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 50,200
Change-50,200 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 48,925
Change-48,925 (-100%)
Value—
Forge Financial Services LLC
N/A
Shares— from 48,797
Change-48,797 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 48,739
Change-48,739 (-100%)
Value—
Everest Financial Group LLC
N/A
Shares— from 48,222
Change-48,222 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 48,075
Change-48,075 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 47,953
Change-47,953 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 47,050
Change-47,050 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 45,276
Change-45,276 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 45,058
Change-45,058 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 44,634
Change-44,634 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 41,139
Change-41,139 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 40,383
Change-40,383 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 40,383
Change-40,383 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 40,019
Change-40,019 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 39,921
Change-39,921 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 39,691
Change-39,691 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 36,598
Change-36,598 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 36,515
Change-36,515 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 35,210
Change-35,210 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 34,014
Change-34,014 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 32,742
Change-32,742 (-100%)
Value—
Nwam LLC
N/A
Shares— from 31,596
Change-31,596 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 31,105
Change-31,105 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 29,000
Change-29,000 (-100%)
Value—
Mach-1 Financial Group, LLC
N/A
Shares— from 28,885
Change-28,885 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 27,732
Change-27,732 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 27,189
Change-27,189 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 26,533
Change-26,533 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 26,529
Change-26,529 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 26,441
Change-26,441 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 26,144
Change-26,144 (-100%)
Value—
Kirkwood Financial Services
N/A
Shares— from 25,255
Change-25,255 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 25,163
Change-25,163 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 25,099
Change-25,099 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 24,920
Change-24,920 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 24,734
Change-24,734 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 23,409
Change-23,409 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 22,923
Change-22,923 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 22,334
Change-22,334 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 21,599
Change-21,599 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 21,266
Change-21,266 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 21,230
Change-21,230 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 20,352
Change-20,352 (-100%)
Value—
&partners
N/A
Shares— from 20,303
Change-20,303 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 20,098
Change-20,098 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 19,523
Change-19,523 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 19,435
Change-19,435 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 19,355
Change-19,355 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 18,828
Change-18,828 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 18,715
Change-18,715 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 18,262
Change-18,262 (-100%)
Value—
Nicholson Wealth Management Group, LLC
N/A
Shares— from 16,286
Change-16,286 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 16,062
Change-16,062 (-100%)
Value—
Vista Cima Wealth Management LLC
N/A
Shares— from 14,623
Change-14,623 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 14,163
Change-14,163 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 14,018
Change-14,018 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 13,556
Change-13,556 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 13,474
Change-13,474 (-100%)
Value—
EWA, LLC
N/A
Shares— from 12,898
Change-12,898 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 12,289
Change-12,289 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 12,068
Change-12,068 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 12,020
Change-12,020 (-100%)
Value—
Jefferies Financial Group Inc.
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 11,605
Change-11,605 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 10,722
Change-10,722 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 10,604
Change-10,604 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 10,454
Change-10,454 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 10,061
Change-10,061 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 9,733
Change-9,733 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 9,548
Change-9,548 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 8,850
Change-8,850 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 8,679
Change-8,679 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 8,293
Change-8,293 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 8,019
Change-8,019 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 7,587
Change-7,587 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 7,231
Change-7,231 (-100%)
Value—
Carter Financial, LLC
N/A
Shares— from 7,017
Change-7,017 (-100%)
Value—
10Elms LLP
N/A
Shares— from 6,842
Change-6,842 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 6,694
Change-6,694 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 6,276
Change-6,276 (-100%)
Value—
Portfolio Strategies, Inc.
N/A
Shares— from 6,222
Change-6,222 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 6,122
Change-6,122 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 5,981
Change-5,981 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 5,720
Change-5,720 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 5,665
Change-5,665 (-100%)
Value—
Retirement Management Systems Inc.
N/A
Shares— from 5,584
Change-5,584 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 5,175
Change-5,175 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 4,897
Change-4,897 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 4,365
Change-4,365 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 2,656
Change-2,656 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,613
Change-2,613 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 2,414
Change-2,414 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,328
Change-2,328 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,983
Change-1,983 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 842
Change-842 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 840
Change-840 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 814
Change-814 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 412
Change-412 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 212
Change-212 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 131
Change-131 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 98
Change-98 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 84
Change-84 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 50
Change-50 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
INCREASED9,652,2289,477,811+174,417+2%$346.2M$361.7M+$15.4M2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED3,585,1863,375,302+209,884+6%$124.2M$135.6M+$11.4M2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED3,503,1323,527,503-24,371-1%$128.9M$131.3M+$2.4M2026-11-02
Truist Financial Corp
INCREASED3,050,5382,991,257+59,281+2%$109.3M$114.3M+$5.0M2026-10-30
Kestra Advisory Services, LLC
DECREASED2,652,2152,725,740-73,525-3%$99.6M$99.4M-$192.8K2026-11-02
Kestra Private Wealth Services, LLC
INCREASED1,871,2791,856,317+14,962+1%$67.8M$70.1M+$2.3M2026-10-30
Reyes Financial Architecture, Inc.
INCREASED1,151,989575,955+576,034+100%$21.0M$43.2M+$22.1M2026-10-22
Milestone Asset Management, LLC
INCREASED1,054,6461,040,780+13,866+1%$38.0M$39.5M+$1.5M2026-10-15
Independent Financial Group, LLC
INCREASED979,158872,837+106,321+12%$31.9M$36.7M+$4.8M2026-10-13
Triad Wealth Partners, LLC
INCREASED897,149895,856+1,293+0%$33.2M$33.6M+$451.6K2026-10-26
Brookstone Capital Management
DECREASED888,598919,740-31,142-3%$33.6M$33.3M-$302.3K2026-10-22
Elevation Point Wealth Partners, LLC
INCREASED815,67678,738+736,938+936%$2.9M$30.6M+$27.7M2026-11-05
Prime Capital Investment Advisors, LLC
INCREASED809,364602,632+206,732+34%$22.0M$30.3M+$8.3M2026-10-20
Creative Financial Designs Inc
INCREASED774,881767,287+7,594+1%$28.0M$29.0M+$1.0M2026-11-04
StoneX Group Inc.
INCREASED709,588701,880+7,708+1%$25.6M$26.6M+$948.6K2026-11-03
Ignite Planners, LLC
DECREASED697,907702,030-4,123-1%$25.6M$25.9M+$269.5K2026-10-14
Valtinson Bruner Financial Planning LLC
INCREASED694,414663,198+31,216+5%$24.2M$26.0M+$1.8M2026-11-02
Holos Integrated Wealth LLC
INCREASED641,174610,376+30,798+5%$22.3M$24.2M+$1.8M2026-10-23
HBW Advisory Services LLC
DECREASED596,496679,297-82,801-12%$24.8M$22.4M-$2.5M2026-10-15
RFG Advisory, LLC
INCREASED569,146539,708+29,438+5%$19.7M$21.3M+$1.6M2026-11-03
Cooper Financial Group
INCREASED552,335522,233+30,102+6%$19.1M$20.7M+$1.6M2026-10-07
Koshinski Asset Management, Inc.
INCREASED543,278494,781+48,497+10%$18.1M$20.4M+$2.3M2026-10-29
Flagship Harbor Advisors, LLC
DECREASED535,588568,550-32,962-6%$20.8M$20.1M-$700.7K2026-10-26
IMG Wealth Management, Inc.
INCREASED532,201506,640+25,561+5%$18.5M$19.9M+$1.4M2026-10-27
Prospera Financial Services Inc
DECREASED531,486549,627-18,141-3%$20.1M$19.9M-$200.3K2026-11-04
Oppenheimer & Co Inc
INCREASED521,568481,156+40,412+8%$17.6M$19.5M+$2.0M2026-10-26
Hibernia Wealth Partners, LLC
INCREASED521,173491,874+29,299+6%$18.0M$19.5M+$1.6M2026-10-29
Goldenstone Wealth Management LLC
INCREASED518,719463,059+55,660+12%$16.9M$19.4M+$2.5M2026-11-04
VestGen Advisors, LLC
DECREASED498,766550,364-51,598-9%$20.1M$18.7M-$1.4M2026-10-27
Centennial Wealth Advisory LLC
INCREASED482,260471,997+10,263+2%$17.2M$18.1M+$823.4K2026-10-16
Cooper Capital Advisors LLC
INCREASED436,567425,348+11,219+3%$15.5M$16.4M+$820.2K2026-10-29
Hobart Private Capital, LLC
INCREASED426,548426,520+28+0%$15.6M$16.0M+$402.0K2026-10-19
Strategic Blueprint, LLC
INCREASED415,978415,886+92+0%$15.2M$15.6M+$394.4K2026-10-22
Meridian Wealth Management, LLC
INCREASED407,060403,016+4,044+1%$14.7M$15.3M+$530.3K2026-11-05
Key FInancial Inc
DECREASED394,080402,453-8,373-2%$14.7M$14.8M+$64.6K2026-11-02
Concurrent Investment Advisors, LLC
DECREASED356,858398,020-41,162-10%$14.5M$13.4M-$1.2M2026-10-16
Apollon Wealth Management, LLC
INCREASED351,039344,983+6,056+2%$12.6M$13.2M+$551.2K2026-10-23
Sigma Planning Corp
DECREASED336,406345,093-8,687-3%$12.6M$12.6M-$6.0K2026-10-23
Schulz Wealth, Ltd.
DECREASED334,670342,573-7,903-2%$12.5M$12.5M+$25.9K2026-11-03
Capital Investment Advisory Services, LLC
INCREASED334,212322,889+11,323+4%$11.8M$12.5M+$727.9K2026-10-30
WealthPLAN Partners, LLC
DECREASED321,921348,808-26,887-8%$12.7M$12.1M-$679.6K2026-10-15
Frederick Financial Consultants, LLC
INCREASED319,552317,634+1,918+1%$11.6M$12.0M+$370.4K2026-10-29
Triton Wealth Management, Pllc
INCREASED306,079296,795+9,284+3%$10.9M$11.4M+$591.8K2026-11-04
Simplicity Wealth,LLC
INCREASED305,885170,511+135,374+79%$6.2M$11.5M+$5.2M2026-10-23
Solitude Financial Services
INCREASED291,484291,131+353+0%$10.6M$10.9M+$286.9K2026-10-26
Tounjian Advisory Partners, LLC
INCREASED281,180247,491+33,689+14%$9.0M$10.5M+$1.5M2026-11-04
Seros Financial, LLC
INCREASED274,418265,438+8,980+3%$9.7M$10.3M+$586.0K2026-10-21
Gerald Baker Financial Group LLC
INCREASED267,801260,160+7,641+3%$9.5M$10.0M+$530.9K2026-10-09
WealthPlan Investment Management, LLC
DECREASED265,960310,495-44,535-14%$11.3M$10.0M-$1.4M2026-10-15
Stewardship Concepts Financial Services LLC
DECREASED246,013247,390-1,377-1%$9.0M$9.2M+$181.0K2026-10-06
Farther Finance Advisors, LLC
INCREASED242,074209,690+32,384+15%$7.7M$9.1M+$1.4M2026-10-08
Financial Futures Ltd Liability Co.
DECREASED238,479239,321-8420%$8.7M$8.9M+$193.4K2026-10-13
Golden State Wealth Management, LLC
DECREASED238,355252,708-14,353-6%$9.2M$8.9M-$300.3K2026-11-02
Chris Bulman Inc
INCREASED227,249226,813+436+0%$8.3M$8.5M+$229.5K2026-10-20
Avaii Wealth Management, LLC
DECREASED218,132235,145-17,013-7%$8.6M$8.2M-$377.2K2026-10-09
Gerber Kawasaki Wealth & Investment Management
INCREASED209,010205,040+3,970+2%$7.5M$7.8M+$341.5K2026-10-29
Rubicon Advisors, GP
DECREASED206,918207,730-8120%$7.6M$7.8M+$164.8K2026-10-23
KPP Advisory Services LLC
INCREASED205,248182,730+22,518+12%$6.7M$7.7M+$1.0M2026-10-26
Atria Investments, Inc
INCREASED192,464173,474+18,990+11%$6.3M$7.2M+$874.6K2026-10-15
Family Capital Management, Inc.
DECREASED189,965191,874-1,909-1%$7.0M$7.1M+$108.8K2026-11-03
RiverTree Advisors, LLC
DECREASED188,611190,548-1,937-1%$7.0M$7.1M+$106.5K2026-10-13
B. Riley Wealth Advisors, Inc.
INCREASED186,00219,970+166,032+831%$727.1K$7.0M+$6.2M2026-10-13
Iams Wealth Management, LLC
DECREASED185,006218,155-33,149-15%$8.0M$6.9M-$1.0M2026-10-15
Madrona Financial Services, LLC
DECREASED183,755249,749-65,994-26%$9.1M$6.9M-$2.2M2026-10-23
Partners Wealth Management, LLC
NEW182,009—+182,009——$6.8M—2026-10-28
Tsfg, LLC
INCREASED179,197176,680+2,517+1%$6.5M$6.7M+$261.0K2026-10-23
Wedbush Securities Inc
INCREASED173,246146,548+26,698+18%$5.4M$6.5M+$1.1M2026-10-22
Focus Wealth Advisors, LLC
DECREASED168,832172,105-3,273-2%$6.3M$6.3M+$39.1K2026-10-14
MGO One Seven LLC
INCREASED166,335130,469+35,866+27%$4.8M$6.2M+$1.5M2026-10-28
Split Rock Private Trading & Wealth Management, LLC
INCREASED166,009162,892+3,117+2%$6.0M$6.2M+$269.9K2026-10-15
Holland Advisory Services, Inc.
NEW159,648—+159,648——$6.0M—2026-10-26
Sovran Advisors, LLC
INCREASED156,84252,377+104,465+199%$1.9M$5.9M+$4.0M2026-11-02
Keystone Wealth Services, LLC
INCREASED155,809149,548+6,261+4%$5.5M$5.8M+$383.0K2026-11-03
Creative Planning
INCREASED145,982128,041+17,941+14%$4.7M$5.5M+$792.6K2026-11-02
Cambridge Advisors Inc.
DECREASED139,794140,616-822-1%$5.1M$5.2M+$101.4K2026-10-19
Dynamic Advisor Solutions LLC
DECREASED137,943139,831-1,888-1%$5.1M$5.2M+$60.7K2026-10-13
Miramontes Capital, LLC
INCREASED137,756137,211+545+0%$5.0M$5.2M+$149.4K2026-10-19
Ergawealth Advisors, Inc.
DECREASED136,862143,415-6,553-5%$5.2M$5.1M-$110.7K2026-10-21
IFP Advisors, Inc
INCREASED133,306131,301+2,005+2%$4.8M$5.0M+$198.6K2026-10-16
Accel Wealth Management
INCREASED130,897117,011+13,886+12%$4.3M$4.9M+$630.3K2026-10-13
Bigelow Investment Advisors, LLC
INCREASED130,275129,658+617+0%$4.7M$4.9M+$145.0K2026-10-13
Wealthcare Advisory Partners LLC
INCREASED127,809111,995+15,814+14%$4.1M$4.8M+$697.8K2026-10-21
Southland Equity Partners LLC
INCREASED125,10090,911+34,189+38%$3.3M$4.7M+$1.4M2026-10-14
Trilogy Capital Inc.
INCREASED122,073112,373+9,700+9%$4.1M$4.6M+$469.1K2026-10-20
Andina Capital Management, LLC
DECREASED120,536172,767-52,231-30%$6.3M$4.5M-$1.8M2026-10-21
Integrated Advisors Network LLC
DECREASED120,333122,980-2,647-2%$4.5M$4.5M+$16.4K2026-10-20
First Heartland Consultants, Inc.
INCREASED118,220116,937+1,283+1%$4.3M$4.4M+$158.0K2026-10-08
Hilton Head Capital Partners, LLC
DECREASED115,788116,566-778-1%$4.3M$4.3M+$80.4K2026-10-23
Optivise Advisory Services LLC
INCREASED115,77491,982+23,792+26%$3.4M$4.3M+$978.0K2026-10-19
International Assets Investment Management, LLC
INCREASED113,27799,052+14,225+14%$3.6M$4.3M+$633.7K2026-11-02
Denver PWM, LLC
INCREASED112,74299,896+12,846+13%$3.7M$4.2M+$485.3K2026-10-22
Onyx Bridge Wealth Group LLC
DECREASED109,725114,888-5,163-4%$4.2M$4.1M-$85.5K2026-10-16
NWF Advisory Services Inc.
INCREASED105,963100,263+5,700+6%$3.7M$4.0M+$307.8K2026-10-19
Novem Group
INCREASED105,779105,778+10%$3.9M$4.0M+$99.5K2026-10-19
Central Pacific Bank - Trust Division
DECREASED105,080107,405-2,325-2%$3.9M$3.9M+$13.8K2026-10-06
Five Pine Wealth Management
DECREASED103,046104,768-1,722-2%$3.8M$3.9M+$34.0K2026-10-20
Noble Wealth Management PBC
DECREASED100,862107,370-6,508-6%$3.9M$3.8M-$142.9K2026-10-01
Integrity Alliance, Llc.
DECREASED99,982108,050-8,068-7%$3.9M$3.7M-$200.7K2026-10-29
Park Avenue Securities LLC
INCREASED94,53986,791+7,748+9%$3.2M$3.5M+$372.0K2026-10-26
Financial Network Wealth Advisors LLC
DECREASED90,69391,141-4480%$3.3M$3.4M+$68.9K2026-10-28
Acorn Wealth Advisors, LLC
DECREASED89,64790,579-932-1%$3.3M$3.4M+$50.2K2026-10-19
Uptick Partners, LLC
INCREASED86,92060,945+25,975+43%$2.2M$3.3M+$1.0M2026-11-04
BridgePort Financial Solutions, LLC
INCREASED85,03881,765+3,273+4%$3.0M$3.2M+$199.5K2026-11-02
J.W. Cole Advisors, Inc.
INCREASED84,03180,929+3,102+4%$3.0M$3.1M+$192.3K2026-11-05
Prism Advisors, Inc.
DECREASED83,98488,022-4,038-5%$3.2M$3.2M-$40.0K2026-10-09
Trail Ridge Investment Advisors, LLC
DECREASED82,443108,314-25,871-24%$4.0M$3.1M-$867.6K2026-10-16
Cornerstone Wealth Management, LLC
INCREASED79,63775,327+4,310+6%$2.8M$3.0M+$232.3K2026-11-04
Center for Financial Planning, Inc.
INCREASED76,03874,678+1,360+2%$2.7M$2.8M+$121.2K2026-10-26
Private Trust Co NA
INCREASED75,46775,232+235+0%$2.7M$2.8M+$79.5K2026-10-20
SLT Holdings LLC
DECREASED75,16276,772-1,610-2%$2.8M$2.8M+$11.8K2026-10-15
Vise Technologies, Inc.
INCREASED74,25768,643+5,614+8%$2.5M$2.8M+$274.9K2026-10-29
CoreCap Advisors, LLC
INCREASED73,96568,729+5,236+8%$2.5M$2.8M+$260.8K2026-10-08
AlphaStar Capital Management, LLC
INCREASED73,01667,404+5,612+8%$2.5M$2.7M+$273.6K2026-10-16
Perigon Wealth Management, LLC
INCREASED71,84868,010+3,838+6%$2.5M$2.7M+$207.7K2026-10-22
Ipsen Advisor Group LLC
DECREASED67,51469,457-1,943-3%$2.5M$2.5M-$7.5K2026-10-29
Boyum Wealth Architects LLC
DECREASED67,00075,123-8,123-11%$2.8M$2.5M-$230.0K2026-10-06
Pinnacle Associates LTD
INCREASED66,56566,390+175+0%$2.4M$2.5M+$69.0K2026-10-20
Maia Wealth LLC
INCREASED65,85265,672+180+0%$2.4M$2.5M+$68.5K2026-10-19
Chicago Partners Investment Group LLC
DECREASED64,03165,821-1,790-3%$2.4M$2.4M+$6892026-10-27
Nations Financial Group Inc,
INCREASED63,60153,704+9,897+18%$2.0M$2.4M+$421.3K2026-11-05
AGH Wealth Advisors, LLC
NEW61,050—+61,050——$2.3M—2026-10-26
Davenport & Co LLC
DECREASED60,44960,899-450-1%$2.2M$2.3M+$40.4K2026-10-14
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED59,23747,072+12,165+26%$1.7M$2.2M+$500.1K2026-10-14
Pinnacle Wealth Management Advisory Group, LLC
INCREASED59,06558,890+175+0%$2.2M$2.2M+$61.9K2026-10-23
PKS Advisory Services, LLC
UNCHANGED57,24157,24100%$2.1M$2.1M$02026-10-26
LVZ, Inc.
INCREASED57,03656,763+273+0%$2.1M$2.1M+$63.6K2026-10-20
Wolff Wiese Magana LLC
INCREASED56,39256,390+20%$2.1M$2.1M+$53.1K2026-10-15
Asset Allocation Strategies LLC
DECREASED56,09156,515-424-1%$2.1M$2.1M+$37.2K2026-10-20
Echo Wealth Management, LLC
INCREASED53,53739,385+14,152+36%$1.4M$2.0M+$567.3K2026-10-15
PFG Advisors
INCREASED53,22619,200+34,026+177%$701.4K$2.0M+$1.3M2026-10-16
Bison Wealth, LLC
DECREASED53,20158,012-4,811-8%$2.1M$2.0M-$109.4K2026-10-13
Titleist Asset Management, LLC
DECREASED53,12054,520-1,400-3%$2.0M$2.0M-$1.2K2026-10-08
Independent Wealth Network Inc.
INCREASED51,34049,164+2,176+4%$1.8M$1.9M+$127.8K2026-10-19
Financial Guidance Group, Inc.
DECREASED51,295119,177-67,882-57%$4.4M$1.9M-$2.4M2026-10-21
EverSource Wealth Advisors, LLC
INCREASED50,70150,031+670+1%$1.8M$1.9M+$72.1K2026-11-04
Verus Capital Partners, LLC
INCREASED50,69839,467+11,231+28%$1.4M$1.9M+$457.9K2026-11-03
Riverbend Wealth Management, LLC
INCREASED50,51142,334+8,177+19%$1.5M$1.9M+$346.2K2026-10-15
Precedent Wealth Partners, LLC
INCREASED50,12249,547+575+1%$1.8M$1.9M+$68.1K2026-10-21
Amplius Wealth Advisors, LLC
DECREASED49,01070,158-21,148-30%$2.6M$1.8M-$726.5K2026-10-20
Hazlett, Burt & Watson, Inc.
INCREASED48,44444,900+3,544+8%$1.0M$923.9K-$76.7K2026-11-04
TrueWealth Advisors, LLC
UNCHANGED48,18848,18800%$1.8M$1.8M+$45.3K2026-10-09
Breakthru Advisory Services, LLC
UNCHANGED47,27547,27500%$1.7M$1.8M+$44.4K2026-10-13
Apollon Financial, LLC
DECREASED46,79547,375-580-1%$1.7M$1.8M+$22.8K2026-10-23
Clark Wealth Partners
INCREASED45,74245,560+182+0%$1.7M$1.7M+$49.6K2026-10-19
Vima LLC
INCREASED44,79344,152+641+1%$1.6M$1.7M+$65.5K2026-10-23
Dhjj Financial Advisors, Ltd.
INCREASED44,69944,491+208+0%$1.6M$1.7M+$49.6K2026-10-23
Equity Wealth Partners, LLC
INCREASED44,40320,246+24,157+119%$739.6K$1.7M+$924.2K2026-10-26
Summit Wealth Group LLC / Co
UNCHANGED44,23344,23300%$1.6M$1.7M+$41.6K2026-10-29
World Equity Group, Inc.
DECREASED44,065125,694-81,629-65%$4.6M$1.7M-$2.9M2026-10-14
Blue Bell Private Wealth Management, LLC
DECREASED43,89744,903-1,006-2%$1.6M$1.6M+$4.5K2026-10-29
Balboa Wealth Partners
DECREASED43,86944,128-259-1%$1.6M$1.6M+$31.8K2026-10-20
Mascagni Wealth Management, Inc.
INCREASED43,31242,624+688+2%$1.6M$1.6M+$65.8K2026-10-23
Kingswood Wealth Advisors, LLC
DECREASED42,96545,057-2,092-5%$1.6M$1.6M-$36.0K2026-10-23
Larson Financial Group LLC
DECREASED42,95843,758-800-2%$1.6M$1.6M+$11.2K2026-11-05
Ascentis Independent Advisors
NEW42,933—+42,933——$1.6M—2026-11-03
Lighthouse Wealth Management Inc.
INCREASED41,83240,538+1,294+3%$1.5M$1.6M+$86.6K2026-10-13
Tcfg Investment Advisors, LLC
DECREASED41,16841,555-387-1%$1.5M$1.5M+$24.6K2026-10-20
Seven Hills Financial, LLC
NEW40,587—+40,587——$1.5M—2026-10-13
Encompass More Asset Management
INCREASED39,99535,020+4,975+14%$1.3M$1.5M+$219.3K2026-10-16
Elevation Wealth Management LLC
DECREASED39,94440,072-1280%$1.5M$1.5M+$32.9K2026-11-02
TopTier Wealth Management, LLC
DECREASED39,24239,493-251-1%$1.4M$1.5M+$27.7K2026-10-16
Heritage Wealth Management, Inc.
DECREASED38,89439,706-812-2%$1.5M$1.5M+$6.9K2026-10-28
Wagner Wealth Management, LLC
UNCHANGED38,23238,23200%$1.4M$1.4M+$35.9K2026-10-21
Schear Investment Advisers, LLC
NEW37,126—+37,126——$1.4M—2026-10-14
Tempo Wealth, LLC
DECREASED37,12638,317-1,191-3%$1.4M$1.4M-$8.6K2026-10-14
Purus Wealth Management, LLC
DECREASED36,50839,962-3,454-9%$1.5M$1.4M-$91.9K2026-10-15
Quartz Partners, LLC
NEW34,809—+34,809——$1.3M—2026-11-03
Castleview Partners, LLC
DECREASED34,55334,942-389-1%$1.3M$1.3M+$18.3K2026-10-09
Lanark Financial, Inc.
INCREASED33,93531,688+2,247+7%$1.2M$1.3M+$114.0K2026-10-26
Quad-Cities Investment Group, LLC
UNCHANGED32,17332,17300%$1.2M$1.2M+$30.2K2026-10-16
BIP Wealth, LLC
INCREASED31,99431,282+712+2%$1.1M$1.2M+$56.1K2026-10-22
Signature Estate & Investment Advisors LLC
DECREASED31,71335,075-3,362-10%$1.3M$1.2M-$93.0K2026-10-13
Mcdonald Partners LLC
INCREASED31,65013,500+18,150+134%$493.2K$1.2M+$692.8K2026-11-03
MSH Capital Advisors LLC
INCREASED29,90326,879+3,024+11%$981.9K$1.1M+$138.6K2026-11-03
Intrua Financial, LLC
DECREASED29,16029,844-684-2%$1.1M$1.1M+$2.4K2026-10-28
Integrity Advisory Solutions, LLC
INCREASED28,98827,955+1,033+4%$1.0M$1.1M+$65.0K2026-10-29
Clear Creek Financial Management, LLC
INCREASED28,80424,758+4,046+16%$904.4K$1.1M+$174.9K2026-10-28
Founders Financial Securities LLC
INCREASED28,38825,049+3,339+13%$915.0K$1.1M+$148.7K2026-10-28
LifeWealth Investments, LLC
INCREASED27,75913,360+14,399+108%$488.0K$1.0M+$552.1K2026-10-21
Wealth Group Ltd
DECREASED27,48329,870-2,387-8%$1.1M$1.0M-$56.4K2026-10-07
American Institute for Advanced Investment Management, LLP
INCREASED27,08524,485+2,600+11%$894.4K$1.0M+$120.4K2026-11-03
Assetmark, Inc
INCREASED26,33023,322+3,008+13%$852.0K$986.6K+$134.6K2026-10-21
Richmond Investment Services, LLC
INCREASED25,71217,946+7,766+43%$655.6K$963.4K+$307.9K2026-10-29
Alliance Wealth Advisors, LLC
UNCHANGED25,60425,60400%$935.3K$959.4K+$24.1K2026-10-14
Cascade Investment Group, Inc.
INCREASED25,50923,783+1,726+7%$868.8K$955.8K+$87.0K2026-10-13
Diversify Wealth Management, LLC
DECREASED24,93026,353-1,423-5%$962.4K$942.3K-$20.1K2026-10-20
Diversify Advisory Services, LLC
DECREASED24,93026,353-1,423-5%$962.4K$942.3K-$20.1K2026-10-20
Victory Financial Group, LLC
INCREASED24,90116,954+7,947+47%$619.3K$933.0K+$313.7K2026-10-27
Paragon Private Wealth Management, LLC
UNCHANGED24,51124,51100%$895.4K$918.4K+$23.0K2026-10-20
Purewater Capital LLC
UNCHANGED24,50024,50000%$895.0K$918.0K+$23.0K2026-10-23
Legacy Solutions, LLC
INCREASED24,43522,807+1,628+7%$833.1K$915.6K+$82.5K2026-10-07
Patriot Financial Group Insurance Agency, LLC
DECREASED24,36224,434-720%$892.6K$912.8K+$20.3K2026-10-14
Michels Family Financial, LLC
INCREASED24,10021,900+2,200+10%$800.0K$903.0K+$103.0K2026-11-02
Tucker Asset Management LLC
INCREASED24,06323,388+675+3%$854.4K$901.6K+$47.3K2026-10-29
Walser Wealth Management Company, A Ltd Liability Co
DECREASED23,85924,405-546-2%$891.5K$894.0K+$2.5K2026-10-15
Bright Futures Wealth Management, Llc.
DECREASED23,72026,493-2,773-10%$967.8K$888.8K-$79.0K2026-10-23
Claro Advisors Inc.
DECREASED23,70223,960-258-1%$875.3K$888.1K+$12.8K2026-11-02
Global Assets Advisory, LLC
INCREASED23,59218,312+5,280+29%$669.4K$891.4K+$222.0K2026-10-28
Focus Financial Network, Inc.
NEW23,496—+23,496——$880.4K—2026-10-14
Blueprint Investment Partners LLC
INCREASED22,94719,969+2,978+15%$729.5K$859.8K+$130.4K2026-10-28
Blueprint Financial Advisors LLC
INCREASED22,94719,969+2,978+15%$729.5K$859.8K+$130.4K2026-10-28
Sowell Financial Services LLC
INCREASED21,69521,655+40+0%$791.1K$812.9K+$21.8K2026-10-23
HB Wealth Management, LLC
UNCHANGED21,12521,12500%$771.7K$791.6K+$19.9K2026-10-23
Avior Wealth Management, LLC
DECREASED21,05329,973-8,920-30%$1.1M$788.8K-$306.1K2026-10-13
Gaddis Premier Wealth Advisors LLC
INCREASED20,36520,306+59+0%$741.8K$763.1K+$21.3K2026-10-29
EdgeRock Capital LLC
UNCHANGED20,11020,11000%$734.6K$753.5K+$18.9K2026-11-03
Stonebridge Financial Group, LLC
NEW19,500—+19,500——$730.7K—2026-10-01
Ashton Thomas Securities, LLC
INCREASED19,36815,276+4,092+27%$558.0K$725.7K+$167.7K2026-10-26
GSG Advisors LLC
DECREASED18,57618,689-113-1%$682.7K$696.0K+$13.3K2026-11-03
Winebrenner Capital Management LLC
DECREASED17,79819,834-2,036-10%$724.5K$666.9K-$57.6K2026-10-07
Soltis Investment Advisors LLC
UNCHANGED17,75817,75800%$648.7K$665.4K+$16.7K2026-10-28
Signature Equity Partners, LLC
INCREASED17,67917,245+434+3%$630.0K$662.4K+$32.5K2026-10-29
Spire Wealth Management
INCREASED17,51317,122+391+2%$625.5K$656.2K+$30.7K2026-10-30
Compass Financial Management LLC
INCREASED17,18515,170+2,015+13%$554.2K$643.9K+$89.8K2026-10-30
MN Wealth Advisors, LLC
NEW16,837—+16,837——$630.9K—2026-10-23
HCR Wealth Advisors
INCREASED16,61814,807+1,811+12%$540.9K$622.7K+$81.8K2026-10-15
MTM Investment Management, LLC
INCREASED16,5758,525+8,050+94%$311.4K$621.1K+$309.6K2026-10-30
Tortuga Wealth Management, Inc
INCREASED16,43314,933+1,500+10%$545.5K$615.8K+$70.2K2026-10-27
Able Financial Group, LLC
DECREASED16,23418,510-2,276-12%$676.2K$608.3K-$67.9K2026-10-14
M Holdings Securities, Inc.
DECREASED16,10016,717-617-4%$607.0K$603.0K-$4.0K2026-11-03
MBL Wealth, LLC
UNCHANGED16,10016,10000%$588.1K$603.3K+$15.1K2026-10-22
Vaquero Private Wealth, LTD
NEW15,625—+15,625——$585.5K—2026-10-27
Parallel Advisors, LLC
DECREASED15,57216,800-1,228-7%$613.7K$583.5K-$30.2K2026-11-03
Clarus Group, Inc.
UNCHANGED15,50515,50500%$566.4K$581.0K+$14.6K2026-10-21
Adamsbrown Wealth Consultants LLC
DECREASED15,20620,215-5,009-25%$738.5K$569.8K-$168.7K2026-10-20
Wespac Advisors SoCal, LLC
INCREASED15,09714,696+401+3%$536.8K$565.7K+$28.8K2026-10-13
Smallwood Wealth Investment Management, LLC
UNCHANGED14,94314,94300%$545.9K$559.9K+$14.0K2026-10-30
Legacy Capital Wealth Partners, LLC
INCREASED14,84413,734+1,110+8%$352.9K$386.8K+$33.8K2026-10-21
Gilliland Jeter Wealth Management LLC
UNCHANGED14,79214,79200%$540.4K$554.3K+$13.9K2026-10-28
Aurora Private Wealth, Inc.
INCREASED14,61611,820+2,796+24%$432.0K$548.0K+$116.0K2026-10-20
Worth Asset Management, LLC
DECREASED14,33414,527-193-1%$530.7K$537.1K+$6.4K2026-10-07
Atlas Private Wealth Advisors
UNCHANGED13,02813,02800%$475.9K$488.2K+$12.2K2026-10-23
Synergy Asset Management, LLC
DECREASED12,99713,029-320%$475.9K$487.0K+$11.0K2026-11-05
Ashton Thomas Private Wealth, LLC
DECREASED12,74017,016-4,276-25%$621.6K$477.4K-$144.2K2026-11-03
Destiny Wealth Partners, LLC
UNCHANGED12,57012,57000%$462.2K$468.5K+$6.3K2026-11-05
Murphy & Mullick Capital Management Corp
DECREASED12,40013,200-800-6%$482.2K$464.6K-$17.6K2026-11-02
SimpliFi, Inc.
UNCHANGED12,34112,34100%$450.8K$462.4K+$11.6K2026-10-28
BAM Wealth Management, LLC
NEW12,338—+12,338——$462.3K—2026-10-15
Bank of New York Mellon Corp
DECREASED12,17914,810-2,631-18%$541.0K$456.3K-$84.6K2026-11-05
Grantvest Financial Group LLC
INCREASED12,0279,944+2,083+21%$363.3K$450.7K+$87.4K2026-10-21
Bullseye Investment Management, LLC
UNCHANGED11,90111,90100%$434.7K$445.9K+$11.2K2026-10-29
LFG Wealth Partners, LLC
UNCHANGED11,72411,72400%$428.3K$439.3K+$11.0K2026-10-28
Arista Wealth Management, LLC
NEW11,615—+11,615——$435.2K—2026-10-29
Fermata Advisors, LLC
DECREASED11,52812,701-1,173-9%$464.0K$432.0K-$32.0K2026-10-13
Winnacle Wealth LLC
DECREASED11,11315,203-4,090-27%$555.4K$416.4K-$139.0K2026-10-15
Advisory Resource Group
UNCHANGED11,01811,01800%$402.5K$412.8K+$10.4K2026-10-26
Diligent Investors, LLC
NEW10,901—+10,901——$408.5K—2026-10-21
Rossby Financial, LCC
INCREASED10,2988,646+1,652+19%$315.8K$385.9K+$70.0K2026-11-05
Armstrong, Fleming & Moore, Inc
UNCHANGED10,13710,13700%$370.3K$379.8K+$9.5K2026-10-28
Carnegie Investment Counsel
UNCHANGED9,9399,93900%$363.1K$372.4K+$9.3K2026-10-20
Signal Advisors Wealth, LLC
DECREASED9,90210,099-197-2%$368.9K$371.0K+$2.1K2026-10-13
Citizens Financial Group Inc
INCREASED9,7686,460+3,308+51%$236.0K$366.0K+$130.0K2026-10-23
Prevail Innovative Wealth Advisors, LLC
UNCHANGED9,7069,70600%$354.6K$367.8K+$13.2K2026-10-20
Keudell ison Wealth Management
DECREASED9,45210,797-1,345-12%$394.4K$354.2K-$40.2K2026-10-16
UMB Private Wealth Management, LLC
NEW9,283—+9,283——$347.8K—2026-10-19
Thrivent Financial for Lutherans
DECREASED9,16318,603-9,440-51%$680.0K$343.0K-$337.0K2026-11-05
Quantum Financial Partners LLC
NEW9,036—+9,036——$338.6K—2026-10-19
Gradient Capital Advisors, LLC
INCREASED8,6846,382+2,302+36%$233.1K$325.4K+$92.3K2026-10-21
Axxcess Wealth Management, LLC
INCREASED8,6606,000+2,660+44%$219.2K$324.5K+$105.3K2026-10-21
Castle Rock Wealth Management, LLC
UNCHANGED8,5928,59200%$313.7K$325.8K+$12.1K2026-10-09
Fearless Solutions, LLC dba Best Invest
INCREASED8,3007,850+450+6%$286.8K$311.0K+$24.2K2026-10-14
USAdvisors Wealth Management, LLC
DECREASED8,2488,456-208-2%$308.0K$309.0K+$1.0K2026-10-21
Flagstar Securities, Inc
DECREASED8,00414,154-6,150-43%$517.0K$299.9K-$217.1K2026-10-15
Virtue Capital Management, LLC
DECREASED7,90310,057-2,154-21%$367.4K$296.1K-$71.3K2026-10-29
Columbia Advisory Partners LLC
DECREASED7,8867,887-10%$288.1K$295.5K+$7.4K2026-10-15
TKG Advisors, LLC
UNCHANGED7,7927,79200%$284.6K$292.0K+$7.3K2026-11-02
Biltmore Family Office, LLC
UNCHANGED7,7567,75600%$283.3K$290.6K+$7.3K2026-11-03
Silverlake Wealth Management LLC
INCREASED7,6845,716+1,968+34%$208.8K$287.9K+$79.1K2026-10-21
Private Client Services, LLC
UNCHANGED7,6377,63700%$279.0K$286.2K+$7.2K2026-10-02
Keeler Thomas Management LLC
NEW7,396—+7,396——$277.1K—2026-10-29
Prosperity Financial Group, Inc.
UNCHANGED7,3417,34100%$268.2K$275.1K+$6.9K2026-10-29
One Way Holdings LLC
UNCHANGED7,1747,17400%$262.1K$268.8K+$6.7K2026-10-29
Foguth Wealth Management, Llc.
DECREASED7,0987,305-207-3%$266.8K$266.7K-$362026-10-19
Confluence Wealth Services, Inc.
INCREASED7,0355,720+1,315+23%$209.0K$263.6K+$54.7K2026-11-05
Rhodes Investment Advisors Inc
NEW6,989—+6,989——$261.9K—2026-10-07
Virtus Wealth Solutions LLC
UNCHANGED6,5946,59400%$240.9K$247.1K+$6.2K2026-11-03
Birchwood Financial Partners, Inc.
NEW6,527—+6,527——$244.6K—2026-11-02
RDA Financial Network
DECREASED6,5197,721-1,202-16%$282.0K$244.3K-$37.8K2026-10-15
NovaPoint Capital, LLC
UNCHANGED6,4476,44700%$235.5K$241.6K+$6.1K2026-10-22
Accurate Wealth Management, LLC
DECREASED6,3766,737-361-5%$247.4K$241.9K-$5.5K2026-10-20
Mission Financial Group, LLC
DECREASED6,1028,783-2,681-31%$320.8K$228.6K-$92.2K2026-10-21
Well Done, LLC
UNCHANGED6,0006,00000%$219.2K$224.8K+$5.6K2026-10-20
Capital Asset Advisory Services LLC
UNCHANGED6,0006,00000%$219.2K$225.6K+$6.4K2026-10-30
Csenge Advisory Group
NEW5,938—+5,938——$222.5K—2026-11-04
Boyer Financial Services, Inc.
UNCHANGED5,9135,91300%$216.1K$221.6K+$5.4K2026-10-23
Evolution Wealth Management Inc.
INCREASED5,891440+5,451+1239%$16.1K$220.7K+$204.7K2026-10-28
Johnson & White Wealth Management, LLC
INCREASED5,6495,647+2+0%$206.3K$211.7K+$5.4K2026-11-03
Facet Wealth, Inc.
DECREASED5,4337,229-1,796-25%$264.1K$203.6K-$60.5K2026-11-04
Silver Grove Financial Group, Inc.
NEW4,901—+4,901——$183.6K—2026-11-05
US Bancorp \de\
INCREASED4,531174+4,357+2504%$6.4K$169.8K+$163.4K2026-11-05
Whipplewood Advisors, LLC
DECREASED4,3375,364-1,027-19%$195.9K$162.5K-$33.4K2026-10-20
Asset Dedication, LLC
DECREASED3,4263,694-268-7%$134.9K$128.4K-$6.6K2026-11-03
Avion Wealth
UNCHANGED3,1863,18600%$116.0K$119.0K+$3.0K2026-11-04
Bokf, NA
UNCHANGED3,0003,00000%$109.6K$112.4K+$2.8K2026-10-27
GoalVest Advisory LLC
DECREASED2,2342,387-153-6%$87.2K$83.7K-$3.5K2026-10-02
James T. Borello RIA
INCREASED1,8581,853+5+0%$67.7K$69.6K+$1.9K2026-10-16
Pinnacle Bancorp, Inc.
DECREASED1,5944,349-2,755-63%$158.9K$59.7K-$99.1K2026-10-21
Wilmington Savings Fund Society, FSB
UNCHANGED1,5551,55500%$56.8K$58.3K+$1.5K2026-10-23
Farmers & Merchants Investments Inc
UNCHANGED1,4971,49700%$54.7K$56.1K+$1.4K2026-10-22
KFG LLC
NEW1,361—+1,361——$51.0K—2026-11-02
Next Level Wealth Planning, LLC
NEW1,283—+1,283——$48.1K—2026-10-29
Bank of New Hampshire
INCREASED1,145870+275+32%$31.8K$42.9K+$11.1K2026-10-06
GK Wealth Management LLC
NEW683—+683——$25.6K—2026-10-09
Security National Bank
NEW591—+591——$22.1K—2026-10-26
Signaturefd, LLC
UNCHANGED58358300%$21.3K$21.8K+$5482026-10-23
Covestor Ltd
DECREASED555572-17-3%$21.0K$21.0K$02026-10-30
TD Waterhouse Canada Inc.
UNCHANGED54554500%$19.9K$20.4K+$5502026-10-16
Harbor Investment Advisory, LLC
UNCHANGED51051000%$18.6K$19.1K+$4802026-10-13
Princeton Global Asset Management LLC
NEW452—+452——$16.9K—2026-10-21
Sunrise Financial Services, LLC
UNCHANGED42042000%$15.3K$15.7K+$3942026-10-21
Nova Financial LLC
NEW347—+347——$13.0K—2026-11-04
John Boyer, Inc.
NEW300—+300——$11.2K—2026-10-27
Phillip James Consulting Co.
UNCHANGED30030000%$11.0K$11.2K+$2822026-11-03
CX Institutional
UNCHANGED22222200%$8$8$02026-10-02
Cape Investment Advisory, Inc.
NEW220—+220——$8.2K—2026-10-13
Abound Wealth Management
DECREASED182837-655-78%$30.6K$6.8K-$23.8K2026-10-26
Latitude Advisors, LLC
NEW100—+100——$3.7K—2026-10-27
SBI Securities Co., Ltd.
UNCHANGED535300%$1.9K$2.0K+$502026-10-22
Cassaday & Co Wealth Management LLC
NEW51—+51——$1.9K—2026-10-27
Howard Capital Management, LLC
CLOSED02,545,521-2,545,521-100%$93.0M$0-$93.0M2026-10-16
Kestra Investment Management, LLC
CLOSED032,467-32,467-100%$1.2M$0-$1.2M2026-11-04
Kingsbury Capital Investment Advisors LLC
CLOSED011,605-11,605-100%$423.9K$0-$423.9K2026-10-20
May Hill Capital, LLC
CLOSED011,249-11,249-100%$410.9K$0-$410.9K2026-11-03
Lifestyle Asset Management, Inc.
CLOSED07,853-7,853-100%$286.9K$0-$286.9K2026-10-20
Lido Advisors, LLC
CLOSED06,709-6,709-100%$245.1K$0-$245.1K2026-11-04
Gibbs Wealth Management
CLOSED06,320-6,320-100%$230.9K$0-$230.9K2026-10-22
AdvisorNet Financial, Inc
CLOSED01,646-1,646-100%$60.1K$0-$60.1K2026-10-15
MCF Advisors LLC
CLOSED01,100-1,100-100%$40.2K$0-$40.2K2026-10-28
GHP Investment Advisors, Inc.
CLOSED0488-488-100%$17.8K$0-$17.8K2026-10-15
Go Invest LLC
CLOSED0191-191-100%$7.0K$0-$7.0K2026-10-09
Spectrum Wealth Advisory Group, LLC
CLOSED070-70-100%$2.6K$0-$2.6K2026-10-29
LPL Financial LLC
N/A—47,463,109-47,463,109-100%$1.7B———
Cetera Investment Advisers
N/A—14,067,678-14,067,678-100%$513.9M———
Envestnet Asset Management Inc
N/A—9,547,720-9,547,720-100%$348.8M———
Osaic Holdings, Inc.
N/A—8,180,750-8,180,750-100%$298.8M———
Raymond James Financial Inc
N/A—7,703,236-7,703,236-100%$281.4M———
Morgan Stanley
N/A—7,283,987-7,283,987-100%$266.1M———
Royal Bank of Canada
N/A—5,074,420-5,074,420-100%$185.4M———
Wells Fargo & Company
N/A—3,894,320-3,894,320-100%$142.3M———
MML Investors Services, LLC
N/A—3,766,840-3,766,840-100%$137.6M———
Private Advisor Group, LLC
N/A—3,346,495-3,346,495-100%$122.2M———
NewEdge Advisors, LLC
N/A—2,983,447-2,983,447-100%$109.0M———
Harbour Investments, Inc.
N/A—2,685,827-2,685,827-100%$98.1M———
Gladstone Institutional Advisory LLC
N/A—2,099,250-2,099,250-100%$76.7M———
Macro Advisors, Inc.
N/A—1,771,732-1,771,732-100%$64.7M———
NorthRock Partners, LLC
N/A—1,687,130-1,687,130-100%$61.6M———
Aptus Capital Advisors, LLC
N/A—1,627,130-1,627,130-100%$59.4M———
Guardian Wealth Advisors, LLC / NC
N/A—1,484,319-1,484,319-100%$54.2M———
Janney Montgomery Scott LLC
N/A—1,429,695-1,429,695-100%$52.2M———
IHT Wealth Management, LLC
N/A—1,411,271-1,411,271-100%$51.6M———
McKinney Capital Management, LLC
N/A—1,331,602-1,331,602-100%$48.6M———
Integrated Wealth Concepts LLC
N/A—1,216,069-1,216,069-100%$44.4M———
Equitable Holdings, Inc.
N/A—1,160,700-1,160,700-100%$42.4M———
Legacy Financial Group LLC
N/A—1,077,400-1,077,400-100%$39.4M———
Prosperity Consulting Group, LLC
N/A—995,937-995,937-100%$36.4M———
CreativeOne Wealth, LLC
N/A—993,876-993,876-100%$36.3M———
Tradition Wealth Management, LLC
N/A—935,346-935,346-100%$34.2M———
Bouchey Financial Group, Ltd.
N/A—931,941-931,941-100%$34.0M———
Sound View Wealth Advisors Group, LLC
N/A—882,918-882,918-100%$32.3M———
Ausdal Financial Partners, Inc.
N/A—826,208-826,208-100%$30.2M———
Goldstone Financial Group, LLC
N/A—760,367-760,367-100%$27.8M———
Merit Financial Group, LLC
N/A—759,755-759,755-100%$27.8M———
Sanctuary Advisors, LLC
N/A—746,900-746,900-100%$27.3M———
Stratos Wealth Partners, Ltd.
N/A—731,800-731,800-100%$26.7M———
HighTower Advisors, LLC
N/A—650,954-650,954-100%$23.8M———
Symphony Financial Services, Inc.
N/A—613,484-613,484-100%$22.4M———
Rockefeller Capital Management L.P.
N/A—552,106-552,106-100%$20.2M———
Ameritas Advisory Services, LLC
N/A—548,284-548,284-100%$20.0M———
Coppell Advisory Solutions LLC
N/A—543,327-543,327-100%$48.5K———
Foundations Investment Advisors, LLC
N/A—522,021-522,021-100%$19.1M———
Solano Wealth Investment Advisors LLC
N/A—489,588-489,588-100%$17.9M———
Tidemark, LLC
N/A—470,162-470,162-100%$17.2M———
Bleakley Financial Group, LLC
N/A—470,034-470,034-100%$17.2M———
IFG Advisory, LLC
N/A—456,298-456,298-100%$16.7M———
Keystone Financial Group
N/A—439,583-439,583-100%$16.1M———
UBS Group AG
N/A—429,389-429,389-100%$15.7M———
Great Valley Advisor Group, Inc.
N/A—426,004-426,004-100%$15.6M———
Benjamin Edwards Inc
N/A—410,276-410,276-100%$15.0M———
World Investment Advisors
N/A—409,382-409,382-100%$14.4M———
Arkadios Wealth Advisors
N/A—402,374-402,374-100%$14.7M———
PSI Advisors, LLC
N/A—402,049-402,049-100%$14.7M———
Money Concepts Capital Corp
N/A—401,583-401,583-100%$14.7M———
Capasso Planning Partners LLC
N/A—385,702-385,702-100%$14.1M———
Uniting Wealth Partners, LLC
N/A—379,241-379,241-100%$13.9M———
Pallas Capital Advisors LLC
N/A—371,167-371,167-100%$13.6M———
Kovack Advisors, Inc.
N/A—366,973-366,973-100%$13.4M———
Steward Partners Investment Advisory, LLC
N/A—365,194-365,194-100%$13.3M———
Tower Wealth Partners, Inc.
N/A—355,689-355,689-100%$13.0M———
WCG Wealth Advisors LLC
N/A—352,462-352,462-100%$12.9M———
AE Wealth Management LLC
N/A—346,091-346,091-100%$12.6M———
HighPoint Advisor Group LLC
N/A—340,344-340,344-100%$12.4M———
Geneos Wealth Management Inc.
N/A—337,044-337,044-100%$12.3M———
SageGuard Financial Group, LLC
N/A—335,902-335,902-100%$12.3M———
Regal Investment Advisors LLC
N/A—335,642-335,642-100%$12.3M———
Western Wealth Management, LLC
N/A—296,853-296,853-100%$10.8M———
PMG Wealth Management, Inc.
N/A—279,745-279,745-100%$10.2M———
WealthCare Investment Partners, LLC
N/A—273,071-273,071-100%$10.0M———
Advisory Services Network, LLC
N/A—268,855-268,855-100%$9.8M———
Jacobi Capital Management LLC
N/A—266,842-266,842-100%$9.7M———
Twin Peaks Wealth Advisors, LLC
N/A—265,773-265,773-100%$9.7M———
Opus Financial Solutions LLC
N/A—254,216-254,216-100%$9.3M———
Kingsview Wealth Management, LLC
N/A—251,333-251,333-100%$9.2M———
Arax Advisory Partners
N/A—242,631-242,631-100%$8.9M———
Gateway Wealth Partners, LLC
N/A—238,294-238,294-100%$8.7M———
Pinnacle Financial Partners, Inc.
N/A—237,989-237,989-100%$8.7M———
Sun Financial Inc
N/A—236,154-236,154-100%$8.8M———
Centaurus Financial, Inc.
N/A—234,211-234,211-100%$8.6M———
Principal Securities, Inc.
N/A—232,928-232,928-100%$8.5M———
LeClair Wealth Partners LLC
N/A—231,275-231,275-100%$8.4M———
FreeGulliver LLC
N/A—228,879-228,879-100%$8.4M———
PCG Wealth Advisors, LLC
N/A—217,969-217,969-100%$8.0M———
Three Cord True Wealth Management, LLC
N/A—207,562-207,562-100%$7.6M———
Maridea Wealth Management LLC
N/A—199,077-199,077-100%$7.3M———
SSI Investment Management LLC
N/A—198,785-198,785-100%$7.3M———
Wealth Watch Advisors, Inc
N/A—191,859-191,859-100%$7.0M———
Legacy Wealth Managment, LLC
N/A—191,704-191,704-100%$7.0M———
JPMorgan Chase & Co
N/A—189,236-189,236-100%$6.9M———
Snowden Capital Advisors LLC
N/A—180,355-180,355-100%$6.6M———
SCS Capital Management LLC
N/A—179,840-179,840-100%$6.6M———
Core Wealth Advisors, Inc.
N/A—179,303-179,303-100%$6.5M———
Traction Financial Partners, LLC
N/A—173,349-173,349-100%$6.3M———
Kintra Wealth, LLC
N/A—169,453-169,453-100%$6.3M———
Pine Valley Investments Ltd Liability Co
N/A—163,848-163,848-100%$6.0M———
Stonebridge Financial Planning Group, LLC
N/A—160,755-160,755-100%$5.9M———
Stratos Wealth Advisors, LLC
N/A—148,029-148,029-100%$5.4M———
Gallagher Fiduciary Advisors, LLC
N/A—147,346-147,346-100%$5.4M———
Advisor Resource Council
N/A—141,641-141,641-100%$5.2M———
Ankerstar Wealth, LLC
N/A—141,016-141,016-100%$5.2M———
OneDigital Investment Advisors LLC
N/A—140,539-140,539-100%$5.1M———
Wiser Advisor Group LLC
N/A—133,562-133,562-100%$4.9M———
Envestnet Portfolio Solutions, Inc.
N/A—126,890-126,890-100%$4.6M———
Mutual Advisors, LLC
N/A—123,639-123,639-100%$4.5M———
Beacon Pointe Advisors, LLC
N/A—118,880-118,880-100%$4.3M———
Harvest Investment Services, LLC
N/A—107,973-107,973-100%$3.9M———
United Capital Financial Advisors, LLC
N/A—107,381-107,381-100%$3.9M———
Per Stirling Capital Management, Llc.
N/A—103,178-103,178-100%$3.8M———
Global Retirement Partners, LLC
N/A—101,577-101,577-100%$3.7M———
Summit Financial, LLC
N/A—98,646-98,646-100%$3.6M———
Perennial Investment Advisors, LLC
N/A—97,866-97,866-100%$3.6M———
Mariner, LLC
N/A—97,275-97,275-100%$3.6M———
Captrust Financial Advisors
N/A—96,561-96,561-100%$3.5M———
HBK Sorce Advisory LLC
N/A—95,944-95,944-100%$3.6M———
Savant Capital, LLC
N/A—93,449-93,449-100%$3.4M———
Mercer Global Advisors Inc
N/A—91,596-91,596-100%$3.3M———
Falcon Wealth Planning
N/A—91,540-91,540-100%$3.3M———
Cary Street Partners Financial LLC
N/A—89,909-89,909-100%$3.3M———
Silver OAK Securities, Incorporated
N/A—87,967-87,967-100%$3.2M———
Perissos Private Wealth Management, LLC
N/A—85,461-85,461-100%$3.1M———
Nvest Financial, LLC
N/A—84,458-84,458-100%$3.1M———
Nuveen, LLC
N/A—82,942-82,942-100%$3.0M———
AQR Capital Management LLC
N/A—82,793-82,793-100%$3.0M———
Rehmann Capital Advisory Group
N/A—81,906-81,906-100%$3.0M———
Calton & Associates, Inc.
N/A—81,693-81,693-100%$3.0M———
Vestmark Advisory Solutions, Inc.
N/A—78,738-78,738-100%$2.9M———
Navalign, LLC
N/A—76,608-76,608-100%$2.8M———
Compass Financial Services Inc
N/A—74,250-74,250-100%$2.7M———
Capital Analysts, LLC
N/A—72,788-72,788-100%$2.7M———
MAI Capital Management
N/A—72,021-72,021-100%$2.6M———
Glen Eagle Advisors, LLC
N/A—71,756-71,756-100%$2.6M———
Secured Retirement Advisors, LLC
N/A—64,318-64,318-100%$2.3M———
Stephens Inc
N/A—63,328-63,328-100%$2.3M———
Stock Yards Bank & Trust Co
N/A—62,738-62,738-100%$2.3M———
Integrity Financial Corp
N/A—60,223-60,223-100%$2.2M———
Richard W. Paul & Associates, LLC
N/A—54,540-54,540-100%$2.0M———
Fortress Private Ledger, LLC
N/A—51,576-51,576-100%$1.9M———
NewEdge Wealth, LLC
N/A—51,205-51,205-100%$1.9M———
Moors & Cabot, Inc.
N/A—51,166-51,166-100%$1.9M———
Strategic Financial Concepts, LLC
N/A—51,018-51,018-100%$1.9M———
Inspire Advisors, LLC
N/A—50,582-50,582-100%$1.8M———
Prostatis Group LLC
N/A—50,290-50,290-100%$1.8M———
Renaissance Technologies LLC
N/A—50,200-50,200-100%$1.8M———
Bank of Montreal
N/A—48,925-48,925-100%$1.8M———
Forge Financial Services LLC
N/A—48,797-48,797-100%$1.8M———
CIBC Bancorp USA Inc.
N/A—48,739-48,739-100%$1.8M———
Everest Financial Group LLC
N/A—48,222-48,222-100%$1.8M———
Element Wealth, LLC
N/A—48,075-48,075-100%$1.8M———
Ameritas Investment Partners, Inc.
N/A—47,953-47,953-100%$1.8M———
Legacy Edge Advisors, LLC
N/A—47,050-47,050-100%$1.7M———
Maripau Wealth Management LLC
N/A—45,276-45,276-100%$1.7M———
Luken Investment Analytics, LLC
N/A—45,058-45,058-100%$1.6M———
SHP Wealth Management
N/A—44,634-44,634-100%$1.6M———
Barnes Wealth Management Group, Inc
N/A—41,139-41,139-100%$1.5M———
Ameriflex Group, Inc.
N/A—40,383-40,383-100%$1.5M———
Ameriprise Financial Inc
N/A—40,383-40,383-100%$1.5M———
Benson Wealth Management Inc
N/A—40,019-40,019-100%$1.5M———
N.E.W. Advisory Services LLC
N/A—39,921-39,921-100%$1.5M———
Cozad Asset Management Inc
N/A—39,691-39,691-100%$1.4M———
LaSalle St. Investment Advisors, LLC
N/A—36,598-36,598-100%$1.3M———
Essex Financial Services, Inc.
N/A—36,515-36,515-100%$1.3M———
OneAscent Financial Services LLC
N/A—35,210-35,210-100%$1.3M———
BFC Planning, Inc.
N/A—34,014-34,014-100%$1.2M———
XTX Topco Ltd
N/A—32,742-32,742-100%$1.2M———
Nwam LLC
N/A—31,596-31,596-100%$1.2M———
Belpointe Asset Management LLC
N/A—31,105-31,105-100%$1.1M———
J. M. Brown & Associates Inc.
N/A—29,000-29,000-100%$1.1M———
Mach-1 Financial Group, LLC
N/A—28,885-28,885-100%$1.1M———
Synergy Financial Group, LTD
N/A—27,732-27,732-100%$1.0M———
Ancora Advisors LLCA
N/A—27,189-27,189-100%$993.2K———
First Trust Advisors LP
N/A—26,533-26,533-100%$969.3K———
FSB Premier Wealth Management, Inc.
N/A—26,529-26,529-100%$969.1K———
Level Four Advisory Services, LLC
N/A—26,441-26,441-100%$965.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—26,144-26,144-100%$955.0K———
Kirkwood Financial Services
N/A—25,255-25,255-100%$922.6K———
Fiduciary Financial Advisors
N/A—25,163-25,163-100%$919.2K———
Magnolia Capital Advisors LLC
N/A—25,099-25,099-100%$916.9K———
Quantinno Capital Management LP
N/A—24,920-24,920-100%$910.3K———
Summit Wealth Partners, LLC
N/A—24,734-24,734-100%$903.5K———
Drake & Associates, LLC
N/A—23,409-23,409-100%$855.1K———
Savvy Advisors, Inc.
N/A—22,923-22,923-100%$837.4K———
Sonoma Private Wealth LLC
N/A—22,334-22,334-100%$815.9K———
Axis Wealth Partners, LLC
N/A—21,599-21,599-100%$789.0K———
Concentrum Wealth Management
N/A—21,266-21,266-100%$776.8K———
FSA Advisors, Inc.
N/A—21,230-21,230-100%$775.5K———
PFG Investments, LLC
N/A—20,352-20,352-100%$743.5K———
&partners
N/A—20,303-20,303-100%$741.7K———
Synergy Investment Management, LLC
N/A—20,098-20,098-100%$734.2K———
Cresset Asset Management, LLC
N/A—19,523-19,523-100%$713.2K———
Waverly Advisors, LLC
N/A—19,435-19,435-100%$710.0K———
Advyzon Investment Management, LLC
N/A—19,355-19,355-100%$707.0K———
Jaffetilchin Investment Partners, LLC
N/A—18,828-18,828-100%$687.8K———
Van Diest Capital, LLC
N/A—18,715-18,715-100%$683.7K———
Fifth Third Bancorp
N/A—18,262-18,262-100%$667.1K———
Nicholson Wealth Management Group, LLC
N/A—16,286-16,286-100%$594.9K———
Allworth Financial LP
N/A—16,062-16,062-100%$586.7K———
Vista Cima Wealth Management LLC
N/A—14,623-14,623-100%$534.2K———
Lifeworks Advisors, LLC
N/A—14,163-14,163-100%$517.4K———
Leigh Baldwin & Co., LLC
N/A—14,018-14,018-100%$512.1K———
Smith, Moore & Co.
N/A—13,556-13,556-100%$495.2K———
Spartan Wealth Advisory Services LLC
N/A—13,474-13,474-100%$492.2K———
EWA, LLC
N/A—12,898-12,898-100%$471.2K———
RPS Advisory Solutions LLC
N/A—12,289-12,289-100%$448.9K———
Thoroughbred Financial Services, LLC
N/A—12,068-12,068-100%$440.0K———
Arete Wealth Advisors, LLC
N/A—12,020-12,020-100%$439.1K———
Jefferies Financial Group Inc.
N/A—12,000-12,000-100%$438.4K———
KMT Wealth Management, LLC
N/A—11,605-11,605-100%$423.9K———
Runnymede Capital Advisors, Inc.
N/A—10,722-10,722-100%$391.7K———
Navis Wealth Advisors, LLC
N/A—10,604-10,604-100%$387.4K———
Kilter Group LLC
N/A—10,454-10,454-100%$381.9K———
Sand Hill Global Advisors, LLC
N/A—10,061-10,061-100%$367.5K———
Advisory Alpha, LLC
N/A—9,733-9,733-100%$355.5K———
Alerus Financial NA
N/A—9,548-9,548-100%$348.8K———
Garden State Investment Advisory Services LLC
N/A—8,850-8,850-100%$323.3K———
Brookwood Investment Group LLC
N/A—8,679-8,679-100%$317.0K———
Gotham Asset Management, LLC
N/A—8,293-8,293-100%$302.9K———
Blackhawk Capital Partners, LLC
N/A—8,019-8,019-100%$292.9K———
Fortis Capital Advisors, LLC
N/A—7,587-7,587-100%$277.2K———
CCG Wealth Management, LLC
N/A—7,231-7,231-100%$264.1K———
Carter Financial, LLC
N/A—7,017-7,017-100%$256.3K———
10Elms LLP
N/A—6,842-6,842-100%$249.9K———
Advisors Capital Management, LLC
N/A—6,694-6,694-100%$244.5K———
Huntington National Bank
N/A—6,276-6,276-100%$229.3K———
Portfolio Strategies, Inc.
N/A—6,222-6,222-100%$227.3K———
Sequent Planning LLC
N/A—6,122-6,122-100%$223.6K———
Founders Financial Alliance, LLC
N/A—5,981-5,981-100%$218.5K———
Wealth Management Associates, Inc.
N/A—5,720-5,720-100%$209.0K———
Zacks Investment Management
N/A—5,665-5,665-100%$206.9K———
Retirement Management Systems Inc.
N/A—5,584-5,584-100%$204.0K———
Bravera Wealth
N/A—5,175-5,175-100%$189.0K———
Jones Financial Companies Lllp
N/A—4,897-4,897-100%$177.0K———
TD Capital Management LLC
N/A—4,365-4,365-100%$159.5K———
Front Row Advisors LLC
N/A—2,656-2,656-100%$99.0K———
BlackRock, Inc.
N/A—2,613-2,613-100%$95.5K———
Private Wealth Asset Management, LLC
N/A—2,414-2,414-100%$88.2K———
Northwestern Mutual Wealth Management Co
N/A—2,328-2,328-100%$85.0K———
Smartleaf Asset Management LLC
N/A—1,983-1,983-100%$72.2K———
Clearstead Advisors, LLC
N/A—1,800-1,800-100%$65.8K———
Mpwm Advisory Solutions, LLC
N/A—1,400-1,400-100%$51.1K———
Atlantic Union Bankshares Corp
N/A—842-842-100%$30.8K———
Johnson Financial Group, Inc.
N/A—840-840-100%$30.7K———
Hantz Financial Services, Inc.
N/A—814-814-100%$30.0K———
O'shaughnessy Asset Management, LLC
N/A—412-412-100%$15.1K———
Crewe Advisors LLC
N/A—212-212-100%$7.7K———
Jackson, Grant Investment Advisers, Inc.
N/A—131-131-100%$4.8K———
Strategic Wealth Partners, Ltd.
N/A—98-98-100%$3.6K———
Strive Financial Group,LLC
N/A—84-84-100%$3.1K———
UMB Bank, n.a.
N/A—50-50-100%$1.8K———
Showing 576 of 576 institutions