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First Trust Smid Cap Rising (SDVY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Capital Investment Advisors, LLC
INCREASED
Shares4,853,868 from 4,730,785
Change+123,083 (+3%)
Value$197.0M (-$7.1M)
Filed 2026-10-22
Commonwealth Equity Services, LLC
INCREASED
Shares3,741,597 from 3,647,508
Change+94,089 (+3%)
Value$151.8M (-$5.5M)
Filed 2026-11-02
Park National Corp
INCREASED
Shares3,584,904 from 3,530,538
Change+54,366 (+2%)
Value$145.5M (-$6.8M)
Filed 2026-10-05
Truist Financial Corp
INCREASED
Shares2,815,629 from 2,753,513
Change+62,116 (+2%)
Value$114.3M (-$4.5M)
Filed 2026-10-30
LVZ, Inc.
INCREASED
Shares2,714,299 from 2,704,072
Change+10,227 (+0%)
Value$110.1M (-$6.5M)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares2,571,158 from 2,478,481
Change+92,677 (+4%)
Value$104.3M (-$2.6M)
Filed 2026-11-02
Kestra Advisory Services, LLC
DECREASED
Shares1,620,863 from 1,701,525
Change-80,662 (-5%)
Value$65.8M (-$7.6M)
Filed 2026-11-02
Southern Financial Group, LLC
DECREASED
Shares1,243,866 from 1,308,434
Change-64,568 (-5%)
Value$50.5M (-$6.0M)
Filed 2026-10-30
Smith Chas P & Associates PA Cpas
DECREASED
Shares1,001,629 from 1,004,463
Change-2,834 (0%)
Value$41.6M (-$1.7M)
Filed 2026-10-22
MGO One Seven LLC
INCREASED
Shares935,222 from 897,391
Change+37,831 (+4%)
Value$38.0M (-$762.1K)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares919,037 from 870,714
Change+48,323 (+6%)
Value$37.6M (+$419.9K)
Filed 2026-10-13
JSF Financial, LLC
INCREASED
Shares894,874 from 886,168
Change+8,706 (+1%)
Value$36.3M (-$1.9M)
Filed 2026-10-22
D.A. Davidson & Co.
INCREASED
Shares892,340 from 850,035
Change+42,305 (+5%)
Value$36.2M (-$459.4K)
Filed 2026-10-28
Prospera Financial Services Inc
INCREASED
Shares862,458 from 796,153
Change+66,305 (+8%)
Value$36.3M (+$1.9M)
Filed 2026-11-04
Csenge Advisory Group
INCREASED
Shares712,846 from 650,365
Change+62,481 (+10%)
Value$28.9M (+$870.5K)
Filed 2026-11-04
GW Henssler & Associates LTD
DECREASED
Shares687,647 from 690,450
Change-2,803 (0%)
Value$27.9M (-$1.9M)
Filed 2026-10-26
Elevation Point Wealth Partners, LLC
INCREASED
Shares687,317 from 257,778
Change+429,539 (+167%)
Value$27.9M (+$16.8M)
Filed 2026-11-05
Decker Wealth Management LLC
DECREASED
Shares637,438 from 650,826
Change-13,388 (-2%)
Value$25.9M (-$2.2M)
Filed 2026-10-09
Trilogy Capital Inc.
INCREASED
Shares597,340 from 583,903
Change+13,437 (+2%)
Value$24.2M (-$949.5K)
Filed 2026-10-20
Crumly & Associates Inc.
INCREASED
Shares574,336 from 468,829
Change+105,507 (+23%)
Value$23.3M (+$3.1M)
Filed 2026-10-07
Wagner Wealth Management, LLC
INCREASED
Shares517,597 from 501,563
Change+16,034 (+3%)
Value$21.0M (-$633.4K)
Filed 2026-10-21
Spectrum Wealth Advisory Group, LLC
INCREASED
Shares503,455 from 139,316
Change+364,139 (+261%)
Value$20.4M (+$14.4M)
Filed 2026-10-29
Dagco, Inc.
INCREASED
Shares455,447 from 428,281
Change+27,166 (+6%)
Value$18.5M (+$6.0K)
Filed 2026-10-20
Focus Financial Network, Inc.
INCREASED
Shares452,688 from 442,090
Change+10,598 (+2%)
Value$18.4M (-$701.7K)
Filed 2026-10-14
Advantage Trust Co
DECREASED
Shares438,812 from 439,357
Change-545 (0%)
Value$17.8M (-$1.1M)
Filed 2026-10-19
Independent Financial Group, LLC
DECREASED
Shares408,959 from 418,522
Change-9,563 (-2%)
Value$16.6M (-$1.5M)
Filed 2026-10-13
Precedent Wealth Partners, LLC
INCREASED
Shares399,506 from 333,482
Change+66,024 (+20%)
Value$16.2M (+$1.8M)
Filed 2026-10-21
Randall & Associates Wealth Management
INCREASED
Shares360,304 from 354,958
Change+5,346 (+2%)
Value$14.6M (-$691.8K)
Filed 2026-10-20
J.W. Cole Advisors, Inc.
INCREASED
Shares336,642 from 332,601
Change+4,041 (+1%)
Value$13.7M (-$687.5K)
Filed 2026-11-05
Wealthcare Advisory Partners LLC
INCREASED
Shares325,775 from 323,604
Change+2,171 (+1%)
Value$13.2M (-$740.3K)
Filed 2026-10-21
Pinnacle Associates LTD
INCREASED
Shares321,947 from 306,445
Change+15,502 (+5%)
Value$13.1M (-$155.4K)
Filed 2026-10-20
Procyon Advisors, LLC
INCREASED
Shares319,182 from 313,162
Change+6,020 (+2%)
Value$13.0M (-$557.4K)
Filed 2026-10-21
Sigma Planning Corp
INCREASED
Shares318,763 from 318,247
Change+516 (+0%)
Value$12.9M (-$794.4K)
Filed 2026-10-23
Kestra Private Wealth Services, LLC
INCREASED
Shares301,456 from 289,358
Change+12,098 (+4%)
Value$12.2M (-$249.8K)
Filed 2026-10-30
US Bancorp \de\
INCREASED
Shares292,054 from 277,064
Change+14,990 (+5%)
Value$11.9M (-$102.2K)
Filed 2026-11-05
TrueWealth Advisors, LLC
INCREASED
Shares288,345 from 277,141
Change+11,204 (+4%)
Value$11.7M (-$254.8K)
Filed 2026-10-09
Atria Investments, Inc
INCREASED
Shares259,807 from 241,287
Change+18,520 (+8%)
Value$10.5M (+$133.8K)
Filed 2026-10-15
Hobart Private Capital, LLC
INCREASED
Shares257,596 from 252,038
Change+5,558 (+2%)
Value$10.5M (-$419.7K)
Filed 2026-10-19
RFG Advisory, LLC
DECREASED
Shares257,457 from 265,289
Change-7,832 (-3%)
Value$10.4M (-$996.9K)
Filed 2026-11-03
Golden State Wealth Management, LLC
DECREASED
Shares248,396 from 270,892
Change-22,496 (-8%)
Value$10.1M (-$1.6M)
Filed 2026-11-02
Axxcess Wealth Management, LLC
DECREASED
Shares244,025 from 312,080
Change-68,055 (-22%)
Value$9.9M (-$3.6M)
Filed 2026-10-21
Oppenheimer & Co Inc
DECREASED
Shares234,055 from 237,709
Change-3,654 (-2%)
Value$9.5M (-$756.8K)
Filed 2026-10-26
Arvest Investments, Inc.
INCREASED
Shares232,641 from 220,001
Change+12,640 (+6%)
Value$9.4M (-$50.3K)
Filed 2026-10-21
Richmond Investment Services, LLC
INCREASED
Shares229,702 from 220,506
Change+9,196 (+4%)
Value$9.3M (-$191.3K)
Filed 2026-10-29
LCW Services, LLC
INCREASED
Shares229,333 from 217,064
Change+12,269 (+6%)
Value$9.3M (-$57.8K)
Filed 2026-10-21
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares224,097 from 212,206
Change+11,891 (+6%)
Value$9.1M (-$60.7K)
Filed 2026-10-23
Southland Equity Partners LLC
INCREASED
Shares217,335 from 205,509
Change+11,826 (+6%)
Value$8.8M (-$46.2K)
Filed 2026-10-14
First Heartland Consultants, Inc.
DECREASED
Shares214,874 from 216,902
Change-2,028 (-1%)
Value$8.7M (-$637.6K)
Filed 2026-10-08
Baron Wealth Management LLC
DECREASED
Shares211,863 from 213,371
Change-1,508 (-1%)
Value$8.6M (-$607.4K)
Filed 2026-10-27
Certified Advisory Corp
INCREASED
Shares211,829 from 211,593
Change+236 (+0%)
Value$8.6M (-$532.1K)
Filed 2026-10-29
Verdence Capital Advisors LLC
NEW
Shares207,482
Change+207,482
Value$8.4M
Filed 2026-10-26
VestGen Advisors, LLC
DECREASED
Shares203,489 from 205,101
Change-1,612 (-1%)
Value$8.3M (-$590.5K)
Filed 2026-10-27
Fairvoy Private Wealth, LLC
INCREASED
Shares199,320 from 175,576
Change+23,744 (+14%)
Value$8.1M (+$514.1K)
Filed 2026-10-19
Nations Financial Group Inc,
DECREASED
Shares197,776 from 214,270
Change-16,494 (-8%)
Value$8.0M (-$1.2M)
Filed 2026-11-05
Capital Investment Counsel, LLC
INCREASED
Shares197,192 from 196,298
Change+894 (+0%)
Value$8.0M (-$466.2K)
Filed 2026-10-14
Chris Bulman Inc
INCREASED
Shares190,703 from 169,980
Change+20,723 (+12%)
Value$7.7M (+$405.8K)
Filed 2026-10-20
Bright Financial Advisors, Inc.
INCREASED
Shares189,499 from 183,315
Change+6,184 (+3%)
Value$7.7M (-$218.4K)
Filed 2026-10-23
IMG Wealth Management, Inc.
INCREASED
Shares183,476 from 145,117
Change+38,359 (+26%)
Value$7.4M (+$1.2M)
Filed 2026-10-27
Creative Planning
DECREASED
Shares182,681 from 193,468
Change-10,787 (-6%)
Value$7.4M (-$933.0K)
Filed 2026-11-02
MCF Advisors LLC
DECREASED
Shares178,725 from 224,900
Change-46,175 (-21%)
Value$7.3M (-$2.4M)
Filed 2026-10-28
KPP Advisory Services LLC
INCREASED
Shares173,955 from 169,797
Change+4,158 (+2%)
Value$7.1M (-$266.0K)
Filed 2026-10-26
Ameliora Wealth Management Ltd.
DECREASED
Shares171,255 from 177,466
Change-6,211 (-3%)
Value$6.9M (-$706.4K)
Filed 2026-10-23
Ashton Thomas Private Wealth, LLC
INCREASED
Shares171,201 from 158,489
Change+12,712 (+8%)
Value$6.9M (+$110.1K)
Filed 2026-11-03
Triumph Capital Management
DECREASED
Shares165,601 from 180,465
Change-14,864 (-8%)
Value$6.7M (-$1.1M)
Filed 2026-10-14
Stone Wealth Partners
INCREASED
Shares163,252 from 72,506
Change+90,746 (+125%)
Value$6.7M (+$3.5M)
Filed 2026-11-05
Daymark Wealth Partners, LLC
DECREASED
Shares161,933 from 192,840
Change-30,907 (-16%)
Value$6.6M (-$1.7M)
Filed 2026-11-04
Stewardship Concepts Financial Services LLC
INCREASED
Shares161,756 from 157,539
Change+4,217 (+3%)
Value$6.6M (-$232.2K)
Filed 2026-10-06
Simplicity Wealth,LLC
DECREASED
Shares157,627 from 168,894
Change-11,267 (-7%)
Value$6.4M (-$889.6K)
Filed 2026-10-23
Key Client Fiduciary Advisors, LLC
DECREASED
Shares154,245 from 158,158
Change-3,913 (-2%)
Value$6.3M (-$563.7K)
Filed 2026-10-19
Brookstone Capital Management
INCREASED
Shares152,771 from 136,217
Change+16,554 (+12%)
Value$6.2M (+$323.1K)
Filed 2026-10-22
Concurrent Investment Advisors, LLC
INCREASED
Shares149,890 from 149,592
Change+298 (+0%)
Value$6.1M (-$370.9K)
Filed 2026-10-16
Stonehaven Wealth & TAX Solutions, LLC
DECREASED
Shares148,088 from 176,353
Change-28,265 (-16%)
Value$6.0M (-$1.6M)
Filed 2026-10-22
CX Institutional
INCREASED
Shares137,094 from 130,347
Change+6,747 (+5%)
Value$5.6K (-$60)
Filed 2026-10-02
Gerald Baker Financial Group LLC
INCREASED
Shares132,332 from 130,152
Change+2,180 (+2%)
Value$5.4M (-$244.7K)
Filed 2026-10-09
Visionary Wealth Advisors
DECREASED
Shares129,565 from 129,935
Change-370 (0%)
Value$5.3M (-$347.7K)
Filed 2026-11-04
Dynamic Advisor Solutions LLC
DECREASED
Shares128,870 from 132,336
Change-3,466 (-3%)
Value$5.2M (-$479.4K)
Filed 2026-10-13
Fairway Financial, LLC
INCREASED
Shares121,598 from 67,121
Change+54,477 (+81%)
Value$4.9M (+$2.0M)
Filed 2026-10-20
StoneX Group Inc.
DECREASED
Shares118,063 from 123,802
Change-5,739 (-5%)
Value$4.8M (-$549.4K)
Filed 2026-11-03
Ascentis Independent Advisors
NEW
Shares116,780
Change+116,780
Value$4.7M
Filed 2026-11-03
Aprio Wealth Management, LLC
DECREASED
Shares115,958 from 157,355
Change-41,397 (-26%)
Value$4.7M (-$2.1M)
Filed 2026-10-28
Meridian Wealth Management, LLC
DECREASED
Shares115,522 from 118,278
Change-2,756 (-2%)
Value$4.7M (-$414.6K)
Filed 2026-11-05
Catalyst Investment Management LLC
DECREASED
Shares114,713 from 115,902
Change-1,189 (-1%)
Value$4.7M (-$345.0K)
Filed 2026-10-21
Fiduciary Alliance LLC
NEW
Shares112,766
Change+112,766
Value$4.6M
Filed 2026-10-13
Titleist Asset Management, LLC
INCREASED
Shares112,242 from 111,256
Change+986 (+1%)
Value$4.6M (-$244.8K)
Filed 2026-10-08
Virtus Family Office LLC
INCREASED
Shares111,905 from 108,889
Change+3,016 (+3%)
Value$4.5M (-$156.4K)
Filed 2026-10-30
Boyer Financial Services, Inc.
INCREASED
Shares109,463 from 107,638
Change+1,825 (+2%)
Value$4.4M (-$203.7K)
Filed 2026-10-23
Wisconsin Wealth Advisors, LLC
INCREASED
Shares102,990 from 102,662
Change+328 (+0%)
Value$4.2M (-$249.5K)
Filed 2026-10-08
Provident Wealth Management, LLC
DECREASED
Shares102,175 from 141,372
Change-39,197 (-28%)
Value$4.1M (-$2.0M)
Filed 2026-10-20
Fifth Third Bancorp
INCREASED
Shares101,523 from 101,283
Change+240 (+0%)
Value$4.1M (-$249.6K)
Filed 2026-11-05
IFC & Insurance Marketing, Inc.
INCREASED
Shares100,755 from 95,140
Change+5,615 (+6%)
Value$4.1M (-$12.7K)
Filed 2026-10-16
Genesis Private Wealth, LLC
INCREASED
Shares98,439 from 94,754
Change+3,685 (+4%)
Value$4.0M (-$93.1K)
Filed 2026-11-02
Trueblood Wealth Management, LLC
DECREASED
Shares96,689 from 97,335
Change-646 (-1%)
Value$3.9M (-$275.4K)
Filed 2026-10-23
Beacon Financial Advisory LLC
INCREASED
Shares96,589 from 59,391
Change+37,198 (+63%)
Value$3.9M (+$1.4M)
Filed 2026-10-16
Apollon Wealth Management, LLC
DECREASED
Shares92,230 from 94,501
Change-2,271 (-2%)
Value$3.7M (-$334.1K)
Filed 2026-10-23
BAM Wealth Management, LLC
INCREASED
Shares90,914 from 81,659
Change+9,255 (+11%)
Value$3.7M (+$166.5K)
Filed 2026-10-15
United Advisor Group, LLC
INCREASED
Shares90,236 from 89,124
Change+1,112 (+1%)
Value$3.7M (-$183.0K)
Filed 2026-11-03
Capital Advantage, Inc.
INCREASED
Shares89,480 from 86,871
Change+2,609 (+3%)
Value$3.6M (-$116.5K)
Filed 2026-10-14
Davenport & Co LLC
INCREASED
Shares86,084 from 85,088
Change+996 (+1%)
Value$3.5M (-$177.4K)
Filed 2026-10-14
Carlson Financial, Inc.
DECREASED
Shares83,957 from 85,441
Change-1,484 (-2%)
Value$3.4M (-$279.4K)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
INCREASED
Shares83,770 from 78,767
Change+5,003 (+6%)
Value$3.4M (+$1.4K)
Filed 2026-10-30
Valley National Advisers Inc
INCREASED
Shares83,691 from 81,775
Change+1,916 (+2%)
Value$3.4M (-$131.6K)
Filed 2026-10-23
Maia Wealth LLC
DECREASED
Shares81,137 from 89,978
Change-8,841 (-10%)
Value$3.3M (-$589.1K)
Filed 2026-10-19
HBW Advisory Services LLC
DECREASED
Shares77,143 from 77,849
Change-706 (-1%)
Value$3.1M (-$228.0K)
Filed 2026-10-15
Spire Wealth Management
DECREASED
Shares74,952 from 76,782
Change-1,830 (-2%)
Value$3.0M (-$270.8K)
Filed 2026-10-30
Formidable Asset Management, LLC
DECREASED
Shares74,867 from 75,368
Change-501 (-1%)
Value$3.2M (+$258.0K)
Filed 2026-11-03
Symphony Financial, Ltd. Co.
INCREASED
Shares73,132 from 61,688
Change+11,444 (+19%)
Value$3.0M (+$341.6K)
Filed 2026-10-22
RiverTree Advisors, LLC
DECREASED
Shares73,050 from 73,526
Change-476 (-1%)
Value$3.0M (-$207.5K)
Filed 2026-10-13
Econ Financial Services Corp
DECREASED
Shares72,848 from 155,021
Change-82,173 (-53%)
Value$3.0M (-$3.7M)
Filed 2026-10-19
Accel Wealth Management
INCREASED
Shares72,759 from 68,241
Change+4,518 (+7%)
Value$3.0M (+$8.6K)
Filed 2026-10-13
Goldenstone Wealth Management LLC
DECREASED
Shares72,360 from 73,232
Change-872 (-1%)
Value$2.9M (-$222.9K)
Filed 2026-11-04
Wedbush Securities Inc
INCREASED
Shares71,186 from 44,551
Change+26,635 (+60%)
Value$2.9M (+$967.0K)
Filed 2026-10-22
Bank of New York Mellon Corp
INCREASED
Shares69,097 from 56,482
Change+12,615 (+22%)
Value$2.8M (+$367.3K)
Filed 2026-11-05
Barry Investment Advisors, LLC
INCREASED
Shares66,722 from 35,678
Change+31,044 (+87%)
Value$2.7M (+$1.2M)
Filed 2026-10-14
Junk Investment Group, LLC
INCREASED
Shares65,095 from 61,971
Change+3,124 (+5%)
Value$2.6M (-$31.9K)
Filed 2026-10-19
Ipsen Advisor Group LLC
DECREASED
Shares64,912 from 65,909
Change-997 (-2%)
Value$2.6M (-$209.2K)
Filed 2026-10-29
Cherry Creek Investment Advisors, Inc.
DECREASED
Shares57,228 from 57,940
Change-712 (-1%)
Value$2.3M (-$177.2K)
Filed 2026-10-14
Compass Financial Management LLC
INCREASED
Shares57,116 from 56,189
Change+927 (+2%)
Value$2.3M (-$107.9K)
Filed 2026-10-30
Ergawealth Advisors, Inc.
DECREASED
Shares56,638 from 61,380
Change-4,742 (-8%)
Value$2.3M (-$349.6K)
Filed 2026-10-21
Hilton Head Capital Partners, LLC
DECREASED
Shares55,371 from 55,524
Change-153 (0%)
Value$2.2M (-$148.4K)
Filed 2026-10-23
International Assets Investment Management, LLC
INCREASED
Shares55,137 from 53,731
Change+1,406 (+3%)
Value$2.3M (-$60.6K)
Filed 2026-11-02
Creative Financial Designs Inc
DECREASED
Shares54,784 from 59,737
Change-4,953 (-8%)
Value$2.2M (-$353.9K)
Filed 2026-11-04
Triad Wealth Partners, LLC
INCREASED
Shares52,479 from 49,194
Change+3,285 (+7%)
Value$2.1M (-$52.2K)
Filed 2026-10-26
Juno Financial Group LLC
INCREASED
Shares50,476 from 49,855
Change+621 (+1%)
Value$2.0M (-$102.4K)
Filed 2026-10-27
WPG Advisers, LLC
DECREASED
Shares49,921 from 50,241
Change-320 (-1%)
Value$2.0M (-$141.6K)
Filed 2026-10-27
Summit Investment Advisory Services, LLC
INCREASED
Shares48,738 from 48,725
Change+13 (+0%)
Value$2.0M (-$124.2K)
Filed 2026-11-03
Cornerstone Wealth, LLC
INCREASED
Shares48,380 from 32,757
Change+15,623 (+48%)
Value$2.0M (+$625.0K)
Filed 2026-10-28
Kingswood Wealth Advisors, LLC
DECREASED
Shares47,746 from 48,951
Change-1,205 (-2%)
Value$1.9M (-$174.2K)
Filed 2026-10-23
Purus Wealth Management, LLC
DECREASED
Shares47,648 from 48,976
Change-1,328 (-3%)
Value$1.9M (-$179.3K)
Filed 2026-10-15
Citigroup Inc
INCREASED
Shares47,590 from 46,379
Change+1,211 (+3%)
Value$1.9M (-$69.6K)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares47,277 from 29,415
Change+17,862 (+61%)
Value$1.9M (+$649.6K)
Filed 2026-10-08
AdvisorNet Financial, Inc
DECREASED
Shares47,042 from 48,318
Change-1,276 (-3%)
Value$1.9M (-$151.5K)
Filed 2026-10-15
Grantvest Financial Group LLC
INCREASED
Shares46,966 from 46,415
Change+551 (+1%)
Value$1.9M (-$96.5K)
Filed 2026-10-21
Cornerstone Wealth Management, LLC
INCREASED
Shares45,636 from 44,654
Change+982 (+2%)
Value$1.9M (-$74.5K)
Filed 2026-11-04
Blueprint Investment Partners LLC
INCREASED
Shares44,552 from 37,680
Change+6,872 (+18%)
Value$1.8M (+$182.4K)
Filed 2026-10-28
Blueprint Financial Advisors LLC
INCREASED
Shares44,552 from 40,503
Change+4,049 (+10%)
Value$1.8M (+$60.6K)
Filed 2026-10-28
Total Clarity Wealth Management, Inc.
DECREASED
Shares44,308 from 66,497
Change-22,189 (-33%)
Value$1.8M (-$1.1M)
Filed 2026-10-26
Integrity Alliance, Llc.
DECREASED
Shares43,630 from 51,740
Change-8,110 (-16%)
Value$1.8M (-$461.6K)
Filed 2026-10-29
Vise Technologies, Inc.
INCREASED
Shares43,308 from 43,226
Change+82 (+0%)
Value$1.8M (-$107.3K)
Filed 2026-10-29
Victory Financial Group, LLC
INCREASED
Shares43,137 from 11,562
Change+31,575 (+273%)
Value$1.8M (+$1.3M)
Filed 2026-10-27
PKS Advisory Services, LLC
UNCHANGED
Shares42,909 from 42,909
Change0 (0%)
Value$1.9M ($0)
Filed 2026-10-26
Koshinski Asset Management, Inc.
DECREASED
Shares42,105 from 44,515
Change-2,410 (-5%)
Value$1.7M (-$211.8K)
Filed 2026-10-29
City Holding Co
INCREASED
Shares41,576 from 41,191
Change+385 (+1%)
Value$1.7M (-$89.8K)
Filed 2026-10-19
Wagner Wealth Management, Corp
INCREASED
Shares39,174 from 35,770
Change+3,404 (+10%)
Value$1.6M (+$46.6K)
Filed 2026-10-20
Commonwealth Financial Services, LLC
DECREASED
Shares38,800 from 52,664
Change-13,864 (-26%)
Value$1.6M (-$697.4K)
Filed 2026-10-20
Summit Wealth Group LLC / Co
DECREASED
Shares38,756 from 39,253
Change-497 (-1%)
Value$1.6M (-$120.7K)
Filed 2026-10-29
Huntleigh Advisors, Inc.
INCREASED
Shares37,901 from 36,649
Change+1,252 (+3%)
Value$1.5M (-$43.0K)
Filed 2026-11-03
Ballew Advisors, Inc
DECREASED
Shares37,731 from 38,467
Change-736 (-2%)
Value$1.6M (-$102.7K)
Filed 2026-10-05
BlueChip Wealth Advisors LLC
INCREASED
Shares36,354 from 35,859
Change+495 (+1%)
Value$1.5M (-$71.7K)
Filed 2026-11-03
Partners Wealth Management, LLC
INCREASED
Shares36,041 from 26,358
Change+9,683 (+37%)
Value$1.5M (+$325.5K)
Filed 2026-10-28
Walkner Condon Financial Advisors LLC
DECREASED
Shares35,015 from 44,195
Change-9,180 (-21%)
Value$1.4M (-$485.7K)
Filed 2026-11-02
Flagstar Securities, Inc
INCREASED
Shares34,606 from 34,405
Change+201 (+1%)
Value$1.4M (-$79.9K)
Filed 2026-10-15
Silver Grove Financial Group, Inc.
INCREASED
Shares33,198 from 33,064
Change+134 (+0%)
Value$1.3M (-$79.2K)
Filed 2026-11-05
Clear Creek Financial Management, LLC
INCREASED
Shares32,468 from 31,058
Change+1,410 (+5%)
Value$1.3M (-$22.3K)
Filed 2026-10-28
Flagship Harbor Advisors, LLC
DECREASED
Shares31,640 from 33,997
Change-2,357 (-7%)
Value$1.3M (-$182.6K)
Filed 2026-10-26
Balefire, LLC
DECREASED
Shares31,097 from 31,533
Change-436 (-1%)
Value$1.3M (-$98.4K)
Filed 2026-10-09
Ellsworth Advisors, LLC
INCREASED
Shares29,302 from 27,654
Change+1,648 (+6%)
Value$1.2M (-$1.2K)
Filed 2026-10-15
Dhjj Financial Advisors, Ltd.
DECREASED
Shares29,071 from 29,589
Change-518 (-2%)
Value$1.2M (-$96.8K)
Filed 2026-10-23
tru Independence LLC
INCREASED
Shares28,943 from 28,915
Change+28 (+0%)
Value$1.2M (-$72.9K)
Filed 2026-10-20
SFG Wealth Management, Llc.
INCREASED
Shares28,918 from 28,871
Change+47 (+0%)
Value$1.2M (-$72.0K)
Filed 2026-10-23
Americana Partners, LLC
UNCHANGED
Shares27,885 from 27,885
Change0 (0%)
Value$1.1M (-$71.4K)
Filed 2026-10-28
Horizon Advisory Services, Inc.
INCREASED
Shares27,441 from 26,298
Change+1,143 (+4%)
Value$1.1M (-$21.0K)
Filed 2026-10-29
Winebrenner Capital Management LLC
DECREASED
Shares27,398 from 28,810
Change-1,412 (-5%)
Value$1.1M (-$131.0K)
Filed 2026-10-07
Avidian Wealth Enterprises, LLC
UNCHANGED
Shares26,492 from 26,492
Change0 (0%)
Value$1.1M (-$67.8K)
Filed 2026-10-08
Stegent Equity Advisors, Inc.
DECREASED
Shares26,425 from 61,388
Change-34,963 (-57%)
Value$1.1M (-$1.6M)
Filed 2026-10-13
Investment Partners, Ltd.
INCREASED
Shares25,906 from 24,366
Change+1,540 (+6%)
Value$1.1M (+$77)
Filed 2026-10-29
Fearless Solutions, LLC dba Best Invest
INCREASED
Shares25,169 from 24,091
Change+1,078 (+4%)
Value$1.0M (-$17.9K)
Filed 2026-10-14
Avior Wealth Management, LLC
INCREASED
Shares25,026 from 22,543
Change+2,483 (+11%)
Value$1.0M (+$43.1K)
Filed 2026-10-13
Parallel Advisors, LLC
INCREASED
Shares24,484 from 23,694
Change+790 (+3%)
Value$993.6K (-$28.6K)
Filed 2026-11-03
Triton Wealth Management, Pllc
INCREASED
Shares24,260 from 23,960
Change+300 (+1%)
Value$1.0M (+$25.9K)
Filed 2026-11-04
J. Derek Lewis & Associates Inc.
INCREASED
Shares24,167 from 24,138
Change+29 (+0%)
Value$980.6K (-$60.7K)
Filed 2026-11-03
Private Trust Co NA
DECREASED
Shares24,093 from 24,191
Change-98 (0%)
Value$977.7K (-$65.9K)
Filed 2026-10-20
Sanchez Wealth Management Group
DECREASED
Shares23,735 from 466,604
Change-442,869 (-95%)
Value$963.2K (-$19.2M)
Filed 2026-11-02
Stiles Financial Services Inc
INCREASED
Shares22,364 from 21,123
Change+1,241 (+6%)
Value$907.5K (-$3.7K)
Filed 2026-10-30
Cottage Street Advisors LLC
INCREASED
Shares22,059 from 21,876
Change+183 (+1%)
Value$895.2K (-$48.6K)
Filed 2026-10-19
Frederick Financial Consultants, LLC
INCREASED
Shares21,937 from 19,254
Change+2,683 (+14%)
Value$890.2K (+$59.6K)
Filed 2026-10-29
Strategic Blueprint, LLC
INCREASED
Shares21,793 from 20,902
Change+891 (+4%)
Value$884.4K (-$17.3K)
Filed 2026-10-22
Convergence Financial, LLC
DECREASED
Shares21,699 from 42,718
Change-21,019 (-49%)
Value$880.5K (-$962.3K)
Filed 2026-10-27
Kraematon Investment Advisors, Inc
INCREASED
Shares21,438 from 21,424
Change+14 (+0%)
Value$870.0K (-$54.3K)
Filed 2026-11-02
Advisortrust Partners, LLC
INCREASED
Shares20,590 from 19,925
Change+665 (+3%)
Value$835.5K (-$24.0K)
Filed 2026-11-02
Independent Wealth Network Inc.
INCREASED
Shares20,460 from 19,642
Change+818 (+4%)
Value$830.3K (-$17.1K)
Filed 2026-10-19
Prosperity Financial Group, Inc.
DECREASED
Shares20,176 from 20,548
Change-372 (-2%)
Value$818.8K (-$67.7K)
Filed 2026-10-29
Kaydan Wealth Management, Inc.
INCREASED
Shares19,485 from 19,014
Change+471 (+2%)
Value$790.7K (-$29.6K)
Filed 2026-10-08
Platform Technology Partners
DECREASED
Shares19,407 from 19,547
Change-140 (-1%)
Value$787.5K (-$55.7K)
Filed 2026-11-02
Centennial Wealth Advisory LLC
DECREASED
Shares19,310 from 20,144
Change-834 (-4%)
Value$783.6K (-$85.4K)
Filed 2026-10-16
Elevated Capital Advisors, LLC
DECREASED
Shares19,245 from 20,042
Change-797 (-4%)
Value$781.0K (-$83.7K)
Filed 2026-11-04
Manchester Financial Inc
DECREASED
Shares19,002 from 19,104
Change-102 (-1%)
Value$771.1K (-$53.1K)
Filed 2026-10-15
Root Financial Partners, LLC
DECREASED
Shares18,858 from 20,205
Change-1,347 (-7%)
Value$765.3K (-$106.4K)
Filed 2026-10-21
Reicon Wealth Advisors, LLC
DECREASED
Shares18,509 from 18,587
Change-78 (0%)
Value$751.1K (-$50.7K)
Filed 2026-11-04
Clear Point Advisors Inc.
INCREASED
Shares18,474 from 18,121
Change+353 (+2%)
Value$749.7K (-$32.1K)
Filed 2026-10-30
IFP Advisors, Inc
INCREASED
Shares18,340 from 16,772
Change+1,568 (+9%)
Value$744.2K (+$20.7K)
Filed 2026-10-16
Gaddis Premier Wealth Advisors LLC
DECREASED
Shares18,269 from 163,435
Change-145,166 (-89%)
Value$741.4K (-$6.3M)
Filed 2026-10-29
Davis Investment Partners, LLC
INCREASED
Shares18,070 from 14,583
Change+3,487 (+24%)
Value$733.3K (+$104.2K)
Filed 2026-11-05
TD Waterhouse Canada Inc.
INCREASED
Shares17,231 from 13,532
Change+3,699 (+27%)
Value$705.8K (+$121.6K)
Filed 2026-10-16
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED
Shares15,974 from 11,929
Change+4,045 (+34%)
Value$648.2K (+$133.6K)
Filed 2026-10-15
Global Assets Advisory, LLC
INCREASED
Shares15,960 from 15,958
Change+2 (+0%)
Value$663.9K (-$28.6K)
Filed 2026-10-28
Lighthouse Wealth Management Inc.
INCREASED
Shares15,840 from 15,497
Change+343 (+2%)
Value$642.8K (-$25.7K)
Filed 2026-10-13
First Security Investment Management, Inc.
DECREASED
Shares15,686 from 45,253
Change-29,567 (-65%)
Value$636.5K (-$1.3M)
Filed 2026-11-05
Lanark Financial, Inc.
DECREASED
Shares14,992 from 15,035
Change-43 (0%)
Value$608.4K (-$40.2K)
Filed 2026-10-26
XML Financial, LLC
INCREASED
Shares14,896 from 5,427
Change+9,469 (+174%)
Value$604.5K (+$370.4K)
Filed 2026-10-29
Tcfg Investment Advisors, LLC
DECREASED
Shares14,753 from 16,297
Change-1,544 (-9%)
Value$598.7K (-$104.4K)
Filed 2026-10-20
Perigon Wealth Management, LLC
DECREASED
Shares14,670 from 14,685
Change-15 (0%)
Value$595.3K (-$38.2K)
Filed 2026-10-22
Johnson Financial Group, LLC
DECREASED
Shares14,505 from 15,705
Change-1,200 (-8%)
Value$588.6K (-$88.9K)
Filed 2026-11-03
Larson Financial Group LLC
INCREASED
Shares14,364 from 12,556
Change+1,808 (+14%)
Value$582.9K (+$41.2K)
Filed 2026-11-05
Directional Asset Management
INCREASED
Shares14,313 from 14,064
Change+249 (+2%)
Value$580.8K (-$25.9K)
Filed 2026-10-22
Financial Partners Group, Inc
DECREASED
Shares14,291 from 14,890
Change-599 (-4%)
Value$579.9K (-$62.4K)
Filed 2026-10-19
Gilpin Wealth Management, LLC
DECREASED
Shares14,069 from 14,266
Change-197 (-1%)
Value$570.9K (-$44.5K)
Filed 2026-10-09
Barrett & Company, Inc.
DECREASED
Shares13,976 from 14,225
Change-249 (-2%)
Value$567.2K (-$46.5K)
Filed 2026-10-22
Krilogy Financial LLC
DECREASED
Shares13,723 from 15,450
Change-1,727 (-11%)
Value$566.7K (-$99.8K)
Filed 2026-10-13
Columbia Advisory Partners LLC
DECREASED
Shares13,293 from 13,870
Change-577 (-4%)
Value$539.4K (-$58.9K)
Filed 2026-10-15
Objective Capital Management, LLC
DECREASED
Shares13,217 from 13,260
Change-43 (0%)
Value$536.4K (-$35.7K)
Filed 2026-10-13
Insight Inv LLC
DECREASED
Shares13,069 from 13,645
Change-576 (-4%)
Value$530.3K (-$58.3K)
Filed 2026-10-27
Founders Financial Securities LLC
DECREASED
Shares12,227 from 13,647
Change-1,420 (-10%)
Value$496.2K (-$92.6K)
Filed 2026-10-28
Old Port Advisors
DECREASED
Shares11,596 from 11,696
Change-100 (-1%)
Value$470.6K (-$34.0K)
Filed 2026-10-23
Sovran Advisors, LLC
DECREASED
Shares11,590 from 14,957
Change-3,367 (-23%)
Value$492.6K (-$160.5K)
Filed 2026-11-02
Retirement Planning Group, LLC
DECREASED
Shares11,504 from 12,984
Change-1,480 (-11%)
Value$466.8K (-$93.3K)
Filed 2026-10-19
MSH Capital Advisors LLC
INCREASED
Shares10,968 from 5,273
Change+5,695 (+108%)
Value$445.1K (+$217.6K)
Filed 2026-11-03
Fifth Third Wealth Advisors LLC
INCREASED
Shares10,900 from 9,923
Change+977 (+10%)
Value$442.3K (+$14.3K)
Filed 2026-10-22
Cottonwood Capital Advisors, LLC
DECREASED
Shares10,836 from 10,848
Change-12 (0%)
Value$439.7K (-$28.3K)
Filed 2026-10-20
Quad-Cities Investment Group, LLC
INCREASED
Shares10,765 from 10,742
Change+23 (+0%)
Value$436.8K (-$26.5K)
Filed 2026-10-16
Whitaker-Myers Wealth Managers, Ltd.
DECREASED
Shares10,473 from 11,756
Change-1,283 (-11%)
Value$425.0K (-$82.1K)
Filed 2026-10-09
Pinnacle Bancorp, Inc.
UNCHANGED
Shares10,183 from 10,183
Change0 (0%)
Value$413.2K (-$26.1K)
Filed 2026-10-21
Uptick Partners, LLC
INCREASED
Shares10,182 from 9,559
Change+623 (+7%)
Value$413.2K (+$813)
Filed 2026-11-04
Arwa LLC
NEW
Shares9,767
Change+9,767
Value$404.1K
Filed 2026-10-21
Redhawk Wealth Advisors, Inc.
DECREASED
Shares9,241 from 16,133
Change-6,892 (-43%)
Value$375.0K (-$321.0K)
Filed 2026-10-14
Naples Global Advisors, LLC
UNCHANGED
Shares9,200 from 9,200
Change0 (0%)
Value$373.3K (-$23.6K)
Filed 2026-11-05
CPC Advisors, LLC
DECREASED
Shares9,191 from 9,397
Change-206 (-2%)
Value$373.0K (-$32.4K)
Filed 2026-10-21
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares8,373 from 8,377
Change-4 (0%)
Value$339.8K (-$21.6K)
Filed 2026-10-14
Albion Financial Group
UNCHANGED
Shares8,250 from 8,250
Change0 (0%)
Value$334.8K (-$21.1K)
Filed 2026-10-21
626 Financial, LLC
UNCHANGED
Shares8,178 from 8,178
Change0 (0%)
Value$331.9K (-$20.9K)
Filed 2026-11-04
Park Avenue Securities LLC
DECREASED
Shares8,081 from 8,972
Change-891 (-10%)
Value$328.0K (-$59.0K)
Filed 2026-10-26
Marino, Stram & Associates LLC
INCREASED
Shares7,820 from 7,701
Change+119 (+2%)
Value$317.4K (-$14.9K)
Filed 2026-10-22
B. Riley Wealth Advisors, Inc.
INCREASED
Shares7,716 from 7,687
Change+29 (+0%)
Value$313.1K (-$17.0K)
Filed 2026-10-13
Waterfront Wealth Inc.
INCREASED
Shares7,565 from 7,340
Change+225 (+3%)
Value$316.7K (+$1.1K)
Filed 2026-11-03
Financial Solutions Advisory Group, Inc.
INCREASED
Shares7,473 from 7,459
Change+14 (+0%)
Value$310.3K (-$9.0K)
Filed 2026-10-28
ARS Wealth Advisors Group, LLC
INCREASED
Shares7,240 from 6,754
Change+486 (+7%)
Value$293.8K (+$2.4K)
Filed 2026-10-16
Heritage Wealth Management, Inc.
NEW
Shares7,222
Change+7,222
Value$293.1K
Filed 2026-10-28
Michels Family Financial, LLC
INCREASED
Shares7,022 from 7,007
Change+15 (+0%)
Value$284.9K (-$17.4K)
Filed 2026-11-02
Next Level Private LLC
INCREASED
Shares6,967 from 6,963
Change+4 (+0%)
Value$282.7K (-$17.6K)
Filed 2026-10-20
Rhodes Investment Advisors Inc
NEW
Shares6,950
Change+6,950
Value$282.0K
Filed 2026-10-07
1834 Investment Advisors Co
NEW
Shares6,893
Change+6,893
Value$279.7K
Filed 2026-10-16
NorthCrest Asset Manangement, LLC
INCREASED
Shares6,738 from 5,769
Change+969 (+17%)
Value$277.7K (+$30.8K)
Filed 2026-10-13
Team Financial Group, LLC
DECREASED
Shares6,711 from 7,513
Change-802 (-11%)
Value$272.3K (-$51.8K)
Filed 2026-10-30
James T. Borello RIA
INCREASED
Shares6,674 from 5,214
Change+1,460 (+28%)
Value$270.8K (+$45.9K)
Filed 2026-10-16
Flavin Financial Services, Inc.
DECREASED
Shares6,605 from 11,072
Change-4,467 (-40%)
Value$268.0K (-$209.6K)
Filed 2026-10-21
Morey & Quinn Wealth Partners, LLC
INCREASED
Shares6,409 from 5,247
Change+1,162 (+22%)
Value$260.1K (+$33.7K)
Filed 2026-10-28
Assetmark, Inc
DECREASED
Shares6,117 from 6,286
Change-169 (-3%)
Value$248.2K (-$23.0K)
Filed 2026-10-21
Montag A & Associates Inc
DECREASED
Shares5,818 from 6,184
Change-366 (-6%)
Value$236.1K (-$30.7K)
Filed 2026-10-29
Seven Hills Financial, LLC
NEW
Shares5,632
Change+5,632
Value$228.6K
Filed 2026-10-13
Grove Bank & Trust
UNCHANGED
Shares5,500 from 5,500
Change0 (0%)
Value$223.2K (-$14.1K)
Filed 2026-10-08
Tounjian Advisory Partners, LLC
DECREASED
Shares5,405 from 7,681
Change-2,276 (-30%)
Value$219.3K (-$112.0K)
Filed 2026-11-04
Salem Investment Counselors Inc
UNCHANGED
Shares5,372 from 5,372
Change0 (0%)
Value$218.0K (-$13.8K)
Filed 2026-10-13
Altus Wealth Group LLC
DECREASED
Shares5,338 from 18,309
Change-12,971 (-71%)
Value$216.6K (-$573.3K)
Filed 2026-10-20
Cascade Investment Group, Inc.
NEW
Shares5,159
Change+5,159
Value$209.4K
Filed 2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares5,077 from 18,529
Change-13,452 (-73%)
Value$206.0K (-$593.4K)
Filed 2026-10-14
Omni 360 Wealth, Inc.
INCREASED
Shares5,073 from 5,071
Change+2 (+0%)
Value$205.9K (-$12.9K)
Filed 2026-10-13
WealthPlan Investment Management, LLC
INCREASED
Shares5,010 from 5,003
Change+7 (+0%)
Value$203.3K (-$12.5K)
Filed 2026-10-15
Hazlett, Burt & Watson, Inc.
INCREASED
Shares4,617 from 4,607
Change+10 (+0%)
Value$158.0K (-$9.0K)
Filed 2026-11-04
Signature Equity Partners, LLC
INCREASED
Shares4,167 from 30
Change+4,137 (+13790%)
Value$169.1K (+$167.8K)
Filed 2026-10-29
Wolff Wiese Magana LLC
INCREASED
Shares3,231 from 3,110
Change+121 (+4%)
Value$131.1K (-$3.0K)
Filed 2026-10-15
Financial Network Wealth Advisors LLC
INCREASED
Shares3,183 from 2,832
Change+351 (+12%)
Value$129.2K (+$7.0K)
Filed 2026-10-28
Archer Investment Corp
DECREASED
Shares2,488 from 2,524
Change-36 (-1%)
Value$101.0K (-$7.9K)
Filed 2026-11-05
Blue Trust, Inc.
INCREASED
Shares2,231 from 494
Change+1,737 (+352%)
Value$90.5K (+$69.2K)
Filed 2026-10-15
Evolution Wealth Management Inc.
UNCHANGED
Shares1,528 from 1,528
Change0 (0%)
Value$62.0K (-$3.9K)
Filed 2026-10-28
Accordant Advisory Group Inc
INCREASED
Shares1,383 from 1,200
Change+183 (+15%)
Value$56.1K (+$4.4K)
Filed 2026-10-29
Signaturefd, LLC
DECREASED
Shares1,267 from 1,283
Change-16 (-1%)
Value$51.4K (-$3.9K)
Filed 2026-10-23
Glass Jacobson Investment Advisors llc
DECREASED
Shares1,199 from 1,226
Change-27 (-2%)
Value$48.7K (-$4.2K)
Filed 2026-10-26
Parkside Financial Bank & Trust
UNCHANGED
Shares1,191 from 1,191
Change0 (0%)
Value$48.3K (+$48.3K)
Filed 2026-10-27
Nfsg Corp
DECREASED
Shares1,170 from 4,085
Change-2,915 (-71%)
Value$47.5K (-$128.7K)
Filed 2026-10-15
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares1,128 from 1,128
Change0 (0%)
Value$45.8K (-$2.9K)
Filed 2026-11-04
EverSource Wealth Advisors, LLC
INCREASED
Shares1,100 from 740
Change+360 (+49%)
Value$44.6K (+$12.7K)
Filed 2026-11-04
Olistico Wealth, LLC
NEW
Shares1,018
Change+1,018
Value$41.3K
Filed 2026-10-05
Horizon Financial Services, LLC
DECREASED
Shares954 from 957
Change-3 (0%)
Value$38.7K (-$2.6K)
Filed 2026-11-04
Key FInancial Inc
UNCHANGED
Shares924 from 924
Change0 (0%)
Value$37.5K (-$2.4K)
Filed 2026-11-02
Rossby Financial, LCC
INCREASED
Shares911 from 809
Change+102 (+13%)
Value$37.0K (+$2.1K)
Filed 2026-11-05
Elevation Wealth Partners, LLC
UNCHANGED
Shares788 from 788
Change0 (0%)
Value$32.0K (-$2.0K)
Filed 2026-10-07
Pinnacle Wealth Planning Services, Inc.
NEW
Shares765
Change+765
Value$31.0K
Filed 2026-10-27
Maryland Capital Advisors Inc.
NEW
Shares700
Change+700
Value$28.4K
Filed 2026-10-15
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares685 from 685
Change0 (0%)
Value$27.8K (-$1.8K)
Filed 2026-10-07
Harbor Investment Advisory, LLC
UNCHANGED
Shares635 from 635
Change0 (0%)
Value$25.8K (-$1.6K)
Filed 2026-10-13
Financial Perspectives, Inc
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$24.3K (-$1.5K)
Filed 2026-11-03
Gamma Investing LLC
NEW
Shares542
Change+542
Value$22.0K
Filed 2026-10-08
Global Trust Asset Management, LLC
UNCHANGED
Shares494 from 494
Change0 (0%)
Value$20.0K (-$1.3K)
Filed 2026-10-19
GoalVest Advisory LLC
UNCHANGED
Shares477 from 477
Change0 (0%)
Value$19.4K (-$1.2K)
Filed 2026-10-02
Rosenberg Matthew Hamilton
UNCHANGED
Shares474 from 474
Change0 (0%)
Value$19.2K (-$1.2K)
Filed 2026-10-05
Kozak & Associates, Inc.
INCREASED
Shares432 from 431
Change+1 (+0%)
Value$18.1K (-$520)
Filed 2026-10-29
Farmers & Merchants Investments Inc
UNCHANGED
Shares327 from 327
Change0 (0%)
Value$13.3K (-$837)
Filed 2026-10-22
Raleigh Capital Management Inc.
INCREASED
Shares293 from 292
Change+1 (+0%)
Value$11.9K (-$723)
Filed 2026-10-28
Balance Wealth Partners LLC
NEW
Shares280
Change+280
Value$11.4K
Filed 2026-10-27
First Horizon Corp
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$10.6K (-$665)
Filed 2026-10-26
Hoese & Co LLP
DECREASED
Shares255 from 597
Change-342 (-57%)
Value$10.3K (-$15.4K)
Filed 2026-10-21
Signature Resources Capital Management, LLC
UNCHANGED
Shares234 from 234
Change0 (0%)
Value$9.5K (-$599)
Filed 2026-10-16
MTM Investment Management, LLC
UNCHANGED
Shares226 from 226
Change0 (0%)
Value$9.2K (-$579)
Filed 2026-10-30
Latitude Advisors, LLC
NEW
Shares225
Change+225
Value$9.1K
Filed 2026-10-27
American National Bank & Trust
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$8.9K (-$563)
Filed 2026-10-07
Gen-Wealth Partners Inc
UNCHANGED
Shares208 from 208
Change0 (0%)
Value$8.4K (-$532)
Filed 2026-11-04
First Community Trust NA
UNCHANGED
Shares207 from 207
Change0 (0%)
Value$8.4K (-$530)
Filed 2026-10-07
Main Street Group, LTD
INCREASED
Shares204 from 203
Change+1 (+0%)
Value$8.3K (-$499)
Filed 2026-10-28
Cape Investment Advisory, Inc.
NEW
Shares180
Change+180
Value$7.3K
Filed 2026-10-13
Mascoma Wealth Management LLC
UNCHANGED
Shares123 from 123
Change0 (0%)
Value$5.0K (-$315)
Filed 2026-10-23
Kingdom Financial Group Llc.
INCREASED
Shares102 from 101
Change+1 (+1%)
Value$4.1K (-$250)
Filed 2026-11-04
GK Wealth Management LLC
NEW
Shares50
Change+50
Value$2.0K
Filed 2026-10-09
Simplex Trading, LLC
DECREASED
Shares24 from 1,507
Change-1,483 (-98%)
Value$973 (-$64.0K)
Filed 2026-11-04
Decker Retirement Planning Inc.
NEW
Shares15
Change+15
Value$609
Filed 2026-10-19
SBI Securities Co., Ltd.
INCREASED
Shares8 from 4
Change+4 (+100%)
Value$325 (+$152)
Filed 2026-10-22
Griffith & Werner, Inc.
CLOSED
Shares0 from 105,909
Change-105,909 (-100%)
Value$0 (-$4.6M)
Filed 2026-11-04
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 100,961
Change-100,961 (-100%)
Value$0 (-$4.4M)
Filed 2026-10-16
Inscription Capital, LLC
CLOSED
Shares0 from 62,784
Change-62,784 (-100%)
Value$0 (-$2.7M)
Filed 2026-11-02
Arista Wealth Management, LLC
CLOSED
Shares0 from 37,284
Change-37,284 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-29
Comprehensive Financial Planning, Inc.
CLOSED
Shares0 from 16,080
Change-16,080 (-100%)
Value$0 (-$693.7K)
Filed 2026-10-27
World Equity Group, Inc.
CLOSED
Shares0 from 15,715
Change-15,715 (-100%)
Value$0 (-$677.9K)
Filed 2026-10-14
Arbor Capital Management Inc
CLOSED
Shares0 from 9,969
Change-9,969 (-100%)
Value$0 (-$434.3K)
Filed 2026-10-21
First City Capital Management, Inc.
CLOSED
Shares0 from 8,125
Change-8,125 (-100%)
Value$0 (-$350.5K)
Filed 2026-10-27
Comprehensive Financial Consultants Institutional, Inc.
CLOSED
Shares0 from 7,596
Change-7,596 (-100%)
Value$0 (-$327.7K)
Filed 2026-10-15
Sowell Financial Services LLC
CLOSED
Shares0 from 6,742
Change-6,742 (-100%)
Value$0 (-$290.9K)
Filed 2026-10-23
Balboa Wealth Partners
CLOSED
Shares0 from 5,077
Change-5,077 (-100%)
Value$0 (-$219.0K)
Filed 2026-10-20
Crusonia Wealth Advisors LLC
CLOSED
Shares0 from 4,813
Change-4,813 (-100%)
Value$0 (-$207.6K)
Filed 2026-10-26
Gateway Investment Advisers LLC
CLOSED
Shares0 from 4,734
Change-4,734 (-100%)
Value$0 (-$204.2K)
Filed 2026-10-13
Pinnacle Wealth Management Group, Inc.
CLOSED
Shares0 from 4,691
Change-4,691 (-100%)
Value$0 (-$202.4K)
Filed 2026-10-15
Cullen T Bankers, Inc.
CLOSED
Shares0 from 2,829
Change-2,829 (-100%)
Value$0 (-$122.0K)
Filed 2026-10-28
LifeSteps Financial, Inc.
CLOSED
Shares0 from 2,081
Change-2,081 (-100%)
Value$0 (-$89.8K)
Filed 2026-10-15
Torren Management, LLC
CLOSED
Shares0 from 1,268
Change-1,268 (-100%)
Value$0 (-$54.7K)
Filed 2026-10-29
LFA - Lugano Financial Advisors SA
CLOSED
Shares0 from 640
Change-640 (-100%)
Value$0 (-$27.6K)
Filed 2026-11-03
Whipplewood Advisors, LLC
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$21.6K)
Filed 2026-10-20
GHP Investment Advisors, Inc.
CLOSED
Shares0 from 378
Change-378 (-100%)
Value$0 (-$16.3K)
Filed 2026-10-15
Lloyd Advisory Services, Llc.
CLOSED
Shares0 from 152
Change-152 (-100%)
Value$0 (-$6.6K)
Filed 2026-11-02
Key Capital Management, Inc
CLOSED
Shares0 from 140
Change-140 (-100%)
Value$0 (-$6.0K)
Filed 2026-11-03
Sims Investment Management, LLC
CLOSED
Shares0 from 79
Change-79 (-100%)
Value$0 (-$3.4K)
Filed 2026-10-13
Costello Asset Management, Inc
CLOSED
Shares0 from 56
Change-56 (-100%)
Value$0 (-$2.4K)
Filed 2026-10-30
Morton Brown Family Wealth, LLC
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$647)
Filed 2026-10-23
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$4.4M (+$625.2K)
Filed 2026-10-29
LPL Financial LLC
N/A
Shares— from 26,039,851
Change-26,039,851 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 18,464,593
Change-18,464,593 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 15,391,137
Change-15,391,137 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 13,258,924
Change-13,258,924 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 9,941,792
Change-9,941,792 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 8,255,130
Change-8,255,130 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 6,772,006
Change-6,772,006 (-100%)
Value—
UBS Group AG
N/A
Shares— from 6,713,889
Change-6,713,889 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 4,017,829
Change-4,017,829 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 3,948,162
Change-3,948,162 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 3,360,284
Change-3,360,284 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,223,089
Change-3,223,089 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 3,164,660
Change-3,164,660 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,573,813
Change-2,573,813 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,839,434
Change-1,839,434 (-100%)
Value—
Blair William & Co
N/A
Shares— from 1,792,212
Change-1,792,212 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 1,760,339
Change-1,760,339 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,683,398
Change-1,683,398 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 1,282,902
Change-1,282,902 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,197,586
Change-1,197,586 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,164,454
Change-1,164,454 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 944,146
Change-944,146 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 837,131
Change-837,131 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 639,969
Change-639,969 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 636,990
Change-636,990 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 634,332
Change-634,332 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 623,257
Change-623,257 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 611,352
Change-611,352 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 600,056
Change-600,056 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 571,663
Change-571,663 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 543,993
Change-543,993 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 539,195
Change-539,195 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 505,502
Change-505,502 (-100%)
Value—
&partners
N/A
Shares— from 459,054
Change-459,054 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 435,309
Change-435,309 (-100%)
Value—
Solano Wealth Investment Advisors LLC
N/A
Shares— from 416,944
Change-416,944 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 404,553
Change-404,553 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 364,252
Change-364,252 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 346,846
Change-346,846 (-100%)
Value—
Aft, Forsyth & Sober, LLC
N/A
Shares— from 329,600
Change-329,600 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 315,054
Change-315,054 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 299,996
Change-299,996 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 298,897
Change-298,897 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 295,081
Change-295,081 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 294,596
Change-294,596 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 252,468
Change-252,468 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 251,602
Change-251,602 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 220,121
Change-220,121 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 216,768
Change-216,768 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 199,688
Change-199,688 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 190,632
Change-190,632 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 187,801
Change-187,801 (-100%)
Value—
Uniting Wealth Partners, LLC
N/A
Shares— from 181,157
Change-181,157 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 179,511
Change-179,511 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 175,315
Change-175,315 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 171,304
Change-171,304 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 171,163
Change-171,163 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 170,393
Change-170,393 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 169,145
Change-169,145 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 160,196
Change-160,196 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 159,207
Change-159,207 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 157,156
Change-157,156 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 156,888
Change-156,888 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 151,896
Change-151,896 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 151,667
Change-151,667 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 148,013
Change-148,013 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 145,070
Change-145,070 (-100%)
Value—
Mach-1 Financial Group, LLC
N/A
Shares— from 143,864
Change-143,864 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 141,861
Change-141,861 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 138,554
Change-138,554 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 134,417
Change-134,417 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 127,084
Change-127,084 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 123,381
Change-123,381 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 122,499
Change-122,499 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 117,804
Change-117,804 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 117,747
Change-117,747 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 111,947
Change-111,947 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 110,893
Change-110,893 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 109,787
Change-109,787 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 108,364
Change-108,364 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 105,223
Change-105,223 (-100%)
Value—
Sound Portfolio Advisors, LLC
N/A
Shares— from 101,013
Change-101,013 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 96,676
Change-96,676 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 95,108
Change-95,108 (-100%)
Value—
Stephens Inc
N/A
Shares— from 89,864
Change-89,864 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 88,429
Change-88,429 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 87,714
Change-87,714 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 85,948
Change-85,948 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 85,270
Change-85,270 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 83,523
Change-83,523 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 82,439
Change-82,439 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 82,305
Change-82,305 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 79,303
Change-79,303 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 79,197
Change-79,197 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 77,885
Change-77,885 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 76,659
Change-76,659 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 75,097
Change-75,097 (-100%)
Value—
Arcadia Wealth Management, Inc.
N/A
Shares— from 73,020
Change-73,020 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 72,462
Change-72,462 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 72,461
Change-72,461 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 71,643
Change-71,643 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 71,493
Change-71,493 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 70,026
Change-70,026 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 68,631
Change-68,631 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 68,503
Change-68,503 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 66,610
Change-66,610 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 65,600
Change-65,600 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 65,317
Change-65,317 (-100%)
Value—
Jacobi Capital Management LLC
N/A
Shares— from 62,774
Change-62,774 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 62,466
Change-62,466 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 60,284
Change-60,284 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 60,154
Change-60,154 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 59,774
Change-59,774 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 58,153
Change-58,153 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 56,537
Change-56,537 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 56,456
Change-56,456 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 54,570
Change-54,570 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 54,059
Change-54,059 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 52,464
Change-52,464 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 51,705
Change-51,705 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 50,397
Change-50,397 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 48,200
Change-48,200 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 46,618
Change-46,618 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 46,061
Change-46,061 (-100%)
Value—
Anderson Financial Strategies, LLC
N/A
Shares— from 45,386
Change-45,386 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 45,002
Change-45,002 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 44,716
Change-44,716 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 43,293
Change-43,293 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 41,570
Change-41,570 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 41,554
Change-41,554 (-100%)
Value—
Everest Financial Group LLC
N/A
Shares— from 40,550
Change-40,550 (-100%)
Value—
Betterment LLC
N/A
Shares— from 39,358
Change-39,358 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 39,348
Change-39,348 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 38,499
Change-38,499 (-100%)
Value—
Goodman Financial Corp
N/A
Shares— from 38,044
Change-38,044 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 37,926
Change-37,926 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 37,433
Change-37,433 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 37,366
Change-37,366 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 36,495
Change-36,495 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 36,449
Change-36,449 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 36,180
Change-36,180 (-100%)
Value—
FMR LLC
N/A
Shares— from 36,150
Change-36,150 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 36,090
Change-36,090 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 36,087
Change-36,087 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 36,005
Change-36,005 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 35,978
Change-35,978 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 34,416
Change-34,416 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 32,585
Change-32,585 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 32,378
Change-32,378 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 32,371
Change-32,371 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 32,363
Change-32,363 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 30,524
Change-30,524 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 29,391
Change-29,391 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 29,219
Change-29,219 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 28,798
Change-28,798 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 28,329
Change-28,329 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 28,138
Change-28,138 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 27,423
Change-27,423 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 26,915
Change-26,915 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 26,462
Change-26,462 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 26,320
Change-26,320 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 25,950
Change-25,950 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 25,240
Change-25,240 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 25,142
Change-25,142 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 24,990
Change-24,990 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 24,220
Change-24,220 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 24,160
Change-24,160 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 23,846
Change-23,846 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 22,801
Change-22,801 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 21,458
Change-21,458 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 21,203
Change-21,203 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 20,725
Change-20,725 (-100%)
Value—
Keystone Financial Services, LLC
N/A
Shares— from 20,195
Change-20,195 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 20,191
Change-20,191 (-100%)
Value—
Entruity Wealth, LLC
N/A
Shares— from 19,678
Change-19,678 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 18,870
Change-18,870 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 18,597
Change-18,597 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 18,148
Change-18,148 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 17,340
Change-17,340 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 16,646
Change-16,646 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 16,592
Change-16,592 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 16,031
Change-16,031 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 15,820
Change-15,820 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 15,313
Change-15,313 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 14,648
Change-14,648 (-100%)
Value—
Cedrus Wealth Group LLC
N/A
Shares— from 14,377
Change-14,377 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 13,794
Change-13,794 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 13,497
Change-13,497 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 13,252
Change-13,252 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 13,200
Change-13,200 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 13,049
Change-13,049 (-100%)
Value—
McKinney Capital Management, LLC
N/A
Shares— from 12,721
Change-12,721 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 12,453
Change-12,453 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 12,289
Change-12,289 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 12,149
Change-12,149 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 12,126
Change-12,126 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 12,105
Change-12,105 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 11,881
Change-11,881 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 11,545
Change-11,545 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 11,236
Change-11,236 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 10,918
Change-10,918 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 10,829
Change-10,829 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 10,722
Change-10,722 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 10,285
Change-10,285 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 10,282
Change-10,282 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 10,122
Change-10,122 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 9,892
Change-9,892 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 9,858
Change-9,858 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 9,797
Change-9,797 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 9,626
Change-9,626 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 9,468
Change-9,468 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 9,460
Change-9,460 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 8,871
Change-8,871 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 8,725
Change-8,725 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 8,706
Change-8,706 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 8,237
Change-8,237 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 8,049
Change-8,049 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 7,788
Change-7,788 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 7,639
Change-7,639 (-100%)
Value—
Carter Financial, LLC
N/A
Shares— from 7,597
Change-7,597 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 7,344
Change-7,344 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 7,298
Change-7,298 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 7,217
Change-7,217 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 7,153
Change-7,153 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 7,127
Change-7,127 (-100%)
Value—
1776 Wealth LLC
N/A
Shares— from 7,067
Change-7,067 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 6,827
Change-6,827 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 6,555
Change-6,555 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 6,503
Change-6,503 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 6,310
Change-6,310 (-100%)
Value—
Headland Capital, LLC
N/A
Shares— from 6,143
Change-6,143 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 6,131
Change-6,131 (-100%)
Value—
WealthCare Investment Partners, LLC
N/A
Shares— from 5,980
Change-5,980 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 5,935
Change-5,935 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 5,575
Change-5,575 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 5,250
Change-5,250 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 5,035
Change-5,035 (-100%)
Value—
Forge Financial Services LLC
N/A
Shares— from 4,828
Change-4,828 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 3,824
Change-3,824 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 3,561
Change-3,561 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 3,478
Change-3,478 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,137
Change-3,137 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 3,015
Change-3,015 (-100%)
Value—
NBH Bank
N/A
Shares— from 2,560
Change-2,560 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 2,204
Change-2,204 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,198
Change-2,198 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,870
Change-1,870 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,683
Change-1,683 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 1,414
Change-1,414 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 1,412
Change-1,412 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 1,346
Change-1,346 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,088
Change-1,088 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 1,041
Change-1,041 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 938
Change-938 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 893
Change-893 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 775
Change-775 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 734
Change-734 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 642
Change-642 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 444
Change-444 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 423
Change-423 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 380
Change-380 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 329
Change-329 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 274
Change-274 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 202
Change-202 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 190
Change-190 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 100
Change-100 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 74
Change-74 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 31
Change-31 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 13
Change-13 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Status
Capital Investment Advisors, LLC
INCREASED4,853,8684,730,785+123,083+3%$204.1M$197.0M-$7.1M2026-10-22
Commonwealth Equity Services, LLC
INCREASED3,741,5973,647,508+94,089+3%$157.4M$151.8M-$5.5M2026-11-02
Park National Corp
INCREASED3,584,9043,530,538+54,366+2%$152.3M$145.5M-$6.8M2026-10-05
Truist Financial Corp
INCREASED2,815,6292,753,513+62,116+2%$118.8M$114.3M-$4.5M2026-10-30
LVZ, Inc.
INCREASED2,714,2992,704,072+10,227+0%$116.7M$110.1M-$6.5M2026-10-20
Cambridge Investment Research Advisors, Inc.
INCREASED2,571,1582,478,481+92,677+4%$106.9M$104.3M-$2.6M2026-11-02
Kestra Advisory Services, LLC
DECREASED1,620,8631,701,525-80,662-5%$73.4M$65.8M-$7.6M2026-11-02
Southern Financial Group, LLC
DECREASED1,243,8661,308,434-64,568-5%$56.4M$50.5M-$6.0M2026-10-30
Smith Chas P & Associates PA Cpas
DECREASED1,001,6291,004,463-2,8340%$43.3M$41.6M-$1.7M2026-10-22
MGO One Seven LLC
INCREASED935,222897,391+37,831+4%$38.7M$38.0M-$762.1K2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED919,037870,714+48,323+6%$37.2M$37.6M+$419.9K2026-10-13
JSF Financial, LLC
INCREASED894,874886,168+8,706+1%$38.2M$36.3M-$1.9M2026-10-22
D.A. Davidson & Co.
INCREASED892,340850,035+42,305+5%$36.7M$36.2M-$459.4K2026-10-28
Prospera Financial Services Inc
INCREASED862,458796,153+66,305+8%$34.4M$36.3M+$1.9M2026-11-04
Csenge Advisory Group
INCREASED712,846650,365+62,481+10%$28.1M$28.9M+$870.5K2026-11-04
GW Henssler & Associates LTD
DECREASED687,647690,450-2,8030%$29.8M$27.9M-$1.9M2026-10-26
Elevation Point Wealth Partners, LLC
INCREASED687,317257,778+429,539+167%$11.1M$27.9M+$16.8M2026-11-05
Decker Wealth Management LLC
DECREASED637,438650,826-13,388-2%$28.1M$25.9M-$2.2M2026-10-09
Trilogy Capital Inc.
INCREASED597,340583,903+13,437+2%$25.2M$24.2M-$949.5K2026-10-20
Crumly & Associates Inc.
INCREASED574,336468,829+105,507+23%$20.2M$23.3M+$3.1M2026-10-07
Wagner Wealth Management, LLC
INCREASED517,597501,563+16,034+3%$21.6M$21.0M-$633.4K2026-10-21
Spectrum Wealth Advisory Group, LLC
INCREASED503,455139,316+364,139+261%$6.0M$20.4M+$14.4M2026-10-29
Dagco, Inc.
INCREASED455,447428,281+27,166+6%$18.5M$18.5M+$6.0K2026-10-20
Focus Financial Network, Inc.
INCREASED452,688442,090+10,598+2%$19.1M$18.4M-$701.7K2026-10-14
Advantage Trust Co
DECREASED438,812439,357-5450%$19.0M$17.8M-$1.1M2026-10-19
Independent Financial Group, LLC
DECREASED408,959418,522-9,563-2%$18.1M$16.6M-$1.5M2026-10-13
Precedent Wealth Partners, LLC
INCREASED399,506333,482+66,024+20%$14.4M$16.2M+$1.8M2026-10-21
Randall & Associates Wealth Management
INCREASED360,304354,958+5,346+2%$15.3M$14.6M-$691.8K2026-10-20
J.W. Cole Advisors, Inc.
INCREASED336,642332,601+4,041+1%$14.3M$13.7M-$687.5K2026-11-05
Wealthcare Advisory Partners LLC
INCREASED325,775323,604+2,171+1%$14.0M$13.2M-$740.3K2026-10-21
Pinnacle Associates LTD
INCREASED321,947306,445+15,502+5%$13.2M$13.1M-$155.4K2026-10-20
Procyon Advisors, LLC
INCREASED319,182313,162+6,020+2%$13.5M$13.0M-$557.4K2026-10-21
Sigma Planning Corp
INCREASED318,763318,247+516+0%$13.7M$12.9M-$794.4K2026-10-23
Kestra Private Wealth Services, LLC
INCREASED301,456289,358+12,098+4%$12.5M$12.2M-$249.8K2026-10-30
US Bancorp \de\
INCREASED292,054277,064+14,990+5%$12.0M$11.9M-$102.2K2026-11-05
TrueWealth Advisors, LLC
INCREASED288,345277,141+11,204+4%$12.0M$11.7M-$254.8K2026-10-09
Atria Investments, Inc
INCREASED259,807241,287+18,520+8%$10.4M$10.5M+$133.8K2026-10-15
Hobart Private Capital, LLC
INCREASED257,596252,038+5,558+2%$10.9M$10.5M-$419.7K2026-10-19
RFG Advisory, LLC
DECREASED257,457265,289-7,832-3%$11.4M$10.4M-$996.9K2026-11-03
Golden State Wealth Management, LLC
DECREASED248,396270,892-22,496-8%$11.7M$10.1M-$1.6M2026-11-02
Axxcess Wealth Management, LLC
DECREASED244,025312,080-68,055-22%$13.5M$9.9M-$3.6M2026-10-21
Oppenheimer & Co Inc
DECREASED234,055237,709-3,654-2%$10.3M$9.5M-$756.8K2026-10-26
Arvest Investments, Inc.
INCREASED232,641220,001+12,640+6%$9.5M$9.4M-$50.3K2026-10-21
Richmond Investment Services, LLC
INCREASED229,702220,506+9,196+4%$9.5M$9.3M-$191.3K2026-10-29
LCW Services, LLC
INCREASED229,333217,064+12,269+6%$9.4M$9.3M-$57.8K2026-10-21
Pinnacle Wealth Management Advisory Group, LLC
INCREASED224,097212,206+11,891+6%$9.2M$9.1M-$60.7K2026-10-23
Southland Equity Partners LLC
INCREASED217,335205,509+11,826+6%$8.9M$8.8M-$46.2K2026-10-14
First Heartland Consultants, Inc.
DECREASED214,874216,902-2,028-1%$9.4M$8.7M-$637.6K2026-10-08
Baron Wealth Management LLC
DECREASED211,863213,371-1,508-1%$9.2M$8.6M-$607.4K2026-10-27
Certified Advisory Corp
INCREASED211,829211,593+236+0%$9.1M$8.6M-$532.1K2026-10-29
Verdence Capital Advisors LLC
NEW207,482—+207,482——$8.4M—2026-10-26
VestGen Advisors, LLC
DECREASED203,489205,101-1,612-1%$8.8M$8.3M-$590.5K2026-10-27
Fairvoy Private Wealth, LLC
INCREASED199,320175,576+23,744+14%$7.6M$8.1M+$514.1K2026-10-19
Nations Financial Group Inc,
DECREASED197,776214,270-16,494-8%$9.2M$8.0M-$1.2M2026-11-05
Capital Investment Counsel, LLC
INCREASED197,192196,298+894+0%$8.5M$8.0M-$466.2K2026-10-14
Chris Bulman Inc
INCREASED190,703169,980+20,723+12%$7.3M$7.7M+$405.8K2026-10-20
Bright Financial Advisors, Inc.
INCREASED189,499183,315+6,184+3%$7.9M$7.7M-$218.4K2026-10-23
IMG Wealth Management, Inc.
INCREASED183,476145,117+38,359+26%$6.3M$7.4M+$1.2M2026-10-27
Creative Planning
DECREASED182,681193,468-10,787-6%$8.3M$7.4M-$933.0K2026-11-02
MCF Advisors LLC
DECREASED178,725224,900-46,175-21%$9.7M$7.3M-$2.4M2026-10-28
KPP Advisory Services LLC
INCREASED173,955169,797+4,158+2%$7.3M$7.1M-$266.0K2026-10-26
Ameliora Wealth Management Ltd.
DECREASED171,255177,466-6,211-3%$7.7M$6.9M-$706.4K2026-10-23
Ashton Thomas Private Wealth, LLC
INCREASED171,201158,489+12,712+8%$6.8M$6.9M+$110.1K2026-11-03
Triumph Capital Management
DECREASED165,601180,465-14,864-8%$7.8M$6.7M-$1.1M2026-10-14
Stone Wealth Partners
INCREASED163,25272,506+90,746+125%$3.1M$6.7M+$3.5M2026-11-05
Daymark Wealth Partners, LLC
DECREASED161,933192,840-30,907-16%$8.3M$6.6M-$1.7M2026-11-04
Stewardship Concepts Financial Services LLC
INCREASED161,756157,539+4,217+3%$6.8M$6.6M-$232.2K2026-10-06
Simplicity Wealth,LLC
DECREASED157,627168,894-11,267-7%$7.3M$6.4M-$889.6K2026-10-23
Key Client Fiduciary Advisors, LLC
DECREASED154,245158,158-3,913-2%$6.8M$6.3M-$563.7K2026-10-19
Brookstone Capital Management
INCREASED152,771136,217+16,554+12%$5.9M$6.2M+$323.1K2026-10-22
Concurrent Investment Advisors, LLC
INCREASED149,890149,592+298+0%$6.5M$6.1M-$370.9K2026-10-16
Stonehaven Wealth & TAX Solutions, LLC
DECREASED148,088176,353-28,265-16%$7.6M$6.0M-$1.6M2026-10-22
CX Institutional
INCREASED137,094130,347+6,747+5%$5.6K$5.6K-$602026-10-02
Gerald Baker Financial Group LLC
INCREASED132,332130,152+2,180+2%$5.6M$5.4M-$244.7K2026-10-09
Visionary Wealth Advisors
DECREASED129,565129,935-3700%$5.6M$5.3M-$347.7K2026-11-04
Dynamic Advisor Solutions LLC
DECREASED128,870132,336-3,466-3%$5.7M$5.2M-$479.4K2026-10-13
Fairway Financial, LLC
INCREASED121,59867,121+54,477+81%$2.9M$4.9M+$2.0M2026-10-20
StoneX Group Inc.
DECREASED118,063123,802-5,739-5%$5.3M$4.8M-$549.4K2026-11-03
Ascentis Independent Advisors
NEW116,780—+116,780——$4.7M—2026-11-03
Aprio Wealth Management, LLC
DECREASED115,958157,355-41,397-26%$6.8M$4.7M-$2.1M2026-10-28
Meridian Wealth Management, LLC
DECREASED115,522118,278-2,756-2%$5.1M$4.7M-$414.6K2026-11-05
Catalyst Investment Management LLC
DECREASED114,713115,902-1,189-1%$5.0M$4.7M-$345.0K2026-10-21
Fiduciary Alliance LLC
NEW112,766—+112,766——$4.6M—2026-10-13
Titleist Asset Management, LLC
INCREASED112,242111,256+986+1%$4.8M$4.6M-$244.8K2026-10-08
Virtus Family Office LLC
INCREASED111,905108,889+3,016+3%$4.7M$4.5M-$156.4K2026-10-30
Boyer Financial Services, Inc.
INCREASED109,463107,638+1,825+2%$4.6M$4.4M-$203.7K2026-10-23
Wisconsin Wealth Advisors, LLC
INCREASED102,990102,662+328+0%$4.4M$4.2M-$249.5K2026-10-08
Provident Wealth Management, LLC
DECREASED102,175141,372-39,197-28%$6.1M$4.1M-$2.0M2026-10-20
Fifth Third Bancorp
INCREASED101,523101,283+240+0%$4.4M$4.1M-$249.6K2026-11-05
IFC & Insurance Marketing, Inc.
INCREASED100,75595,140+5,615+6%$4.1M$4.1M-$12.7K2026-10-16
Genesis Private Wealth, LLC
INCREASED98,43994,754+3,685+4%$4.1M$4.0M-$93.1K2026-11-02
Trueblood Wealth Management, LLC
DECREASED96,68997,335-646-1%$4.2M$3.9M-$275.4K2026-10-23
Beacon Financial Advisory LLC
INCREASED96,58959,391+37,198+63%$2.6M$3.9M+$1.4M2026-10-16
Apollon Wealth Management, LLC
DECREASED92,23094,501-2,271-2%$4.1M$3.7M-$334.1K2026-10-23
BAM Wealth Management, LLC
INCREASED90,91481,659+9,255+11%$3.5M$3.7M+$166.5K2026-10-15
United Advisor Group, LLC
INCREASED90,23689,124+1,112+1%$3.8M$3.7M-$183.0K2026-11-03
Capital Advantage, Inc.
INCREASED89,48086,871+2,609+3%$3.7M$3.6M-$116.5K2026-10-14
Davenport & Co LLC
INCREASED86,08485,088+996+1%$3.7M$3.5M-$177.4K2026-10-14
Carlson Financial, Inc.
DECREASED83,95785,441-1,484-2%$3.7M$3.4M-$279.4K2026-11-05
Capital Investment Advisory Services, LLC
INCREASED83,77078,767+5,003+6%$3.4M$3.4M+$1.4K2026-10-30
Valley National Advisers Inc
INCREASED83,69181,775+1,916+2%$3.5M$3.4M-$131.6K2026-10-23
Maia Wealth LLC
DECREASED81,13789,978-8,841-10%$3.9M$3.3M-$589.1K2026-10-19
HBW Advisory Services LLC
DECREASED77,14377,849-706-1%$3.4M$3.1M-$228.0K2026-10-15
Spire Wealth Management
DECREASED74,95276,782-1,830-2%$3.3M$3.0M-$270.8K2026-10-30
Formidable Asset Management, LLC
DECREASED74,86775,368-501-1%$3.0M$3.2M+$258.0K2026-11-03
Symphony Financial, Ltd. Co.
INCREASED73,13261,688+11,444+19%$2.6M$3.0M+$341.6K2026-10-22
RiverTree Advisors, LLC
DECREASED73,05073,526-476-1%$3.2M$3.0M-$207.5K2026-10-13
Econ Financial Services Corp
DECREASED72,848155,021-82,173-53%$6.7M$3.0M-$3.7M2026-10-19
Accel Wealth Management
INCREASED72,75968,241+4,518+7%$2.9M$3.0M+$8.6K2026-10-13
Goldenstone Wealth Management LLC
DECREASED72,36073,232-872-1%$3.2M$2.9M-$222.9K2026-11-04
Wedbush Securities Inc
INCREASED71,18644,551+26,635+60%$1.9M$2.9M+$967.0K2026-10-22
Bank of New York Mellon Corp
INCREASED69,09756,482+12,615+22%$2.4M$2.8M+$367.3K2026-11-05
Barry Investment Advisors, LLC
INCREASED66,72235,678+31,044+87%$1.5M$2.7M+$1.2M2026-10-14
Junk Investment Group, LLC
INCREASED65,09561,971+3,124+5%$2.7M$2.6M-$31.9K2026-10-19
Ipsen Advisor Group LLC
DECREASED64,91265,909-997-2%$2.8M$2.6M-$209.2K2026-10-29
Cherry Creek Investment Advisors, Inc.
DECREASED57,22857,940-712-1%$2.5M$2.3M-$177.2K2026-10-14
Compass Financial Management LLC
INCREASED57,11656,189+927+2%$2.4M$2.3M-$107.9K2026-10-30
Ergawealth Advisors, Inc.
DECREASED56,63861,380-4,742-8%$2.6M$2.3M-$349.6K2026-10-21
Hilton Head Capital Partners, LLC
DECREASED55,37155,524-1530%$2.4M$2.2M-$148.4K2026-10-23
International Assets Investment Management, LLC
INCREASED55,13753,731+1,406+3%$2.3M$2.3M-$60.6K2026-11-02
Creative Financial Designs Inc
DECREASED54,78459,737-4,953-8%$2.6M$2.2M-$353.9K2026-11-04
Triad Wealth Partners, LLC
INCREASED52,47949,194+3,285+7%$2.2M$2.1M-$52.2K2026-10-26
Juno Financial Group LLC
INCREASED50,47649,855+621+1%$2.2M$2.0M-$102.4K2026-10-27
WPG Advisers, LLC
DECREASED49,92150,241-320-1%$2.2M$2.0M-$141.6K2026-10-27
Summit Investment Advisory Services, LLC
INCREASED48,73848,725+13+0%$2.1M$2.0M-$124.2K2026-11-03
Cornerstone Wealth, LLC
INCREASED48,38032,757+15,623+48%$1.4M$2.0M+$625.0K2026-10-28
Kingswood Wealth Advisors, LLC
DECREASED47,74648,951-1,205-2%$2.1M$1.9M-$174.2K2026-10-23
Purus Wealth Management, LLC
DECREASED47,64848,976-1,328-3%$2.1M$1.9M-$179.3K2026-10-15
Citigroup Inc
INCREASED47,59046,379+1,211+3%$2.0M$1.9M-$69.6K2026-11-04
Farther Finance Advisors, LLC
INCREASED47,27729,415+17,862+61%$1.3M$1.9M+$649.6K2026-10-08
AdvisorNet Financial, Inc
DECREASED47,04248,318-1,276-3%$2.1M$1.9M-$151.5K2026-10-15
Grantvest Financial Group LLC
INCREASED46,96646,415+551+1%$2.0M$1.9M-$96.5K2026-10-21
Cornerstone Wealth Management, LLC
INCREASED45,63644,654+982+2%$1.9M$1.9M-$74.5K2026-11-04
Blueprint Investment Partners LLC
INCREASED44,55237,680+6,872+18%$1.6M$1.8M+$182.4K2026-10-28
Blueprint Financial Advisors LLC
INCREASED44,55240,503+4,049+10%$1.7M$1.8M+$60.6K2026-10-28
Total Clarity Wealth Management, Inc.
DECREASED44,30866,497-22,189-33%$2.9M$1.8M-$1.1M2026-10-26
Integrity Alliance, Llc.
DECREASED43,63051,740-8,110-16%$2.2M$1.8M-$461.6K2026-10-29
Vise Technologies, Inc.
INCREASED43,30843,226+82+0%$1.9M$1.8M-$107.3K2026-10-29
Victory Financial Group, LLC
INCREASED43,13711,562+31,575+273%$498.8K$1.8M+$1.3M2026-10-27
PKS Advisory Services, LLC
UNCHANGED42,90942,90900%$1.9M$1.9M$02026-10-26
Koshinski Asset Management, Inc.
DECREASED42,10544,515-2,410-5%$1.9M$1.7M-$211.8K2026-10-29
City Holding Co
INCREASED41,57641,191+385+1%$1.8M$1.7M-$89.8K2026-10-19
Wagner Wealth Management, Corp
INCREASED39,17435,770+3,404+10%$1.5M$1.6M+$46.6K2026-10-20
Commonwealth Financial Services, LLC
DECREASED38,80052,664-13,864-26%$2.3M$1.6M-$697.4K2026-10-20
Summit Wealth Group LLC / Co
DECREASED38,75639,253-497-1%$1.7M$1.6M-$120.7K2026-10-29
Huntleigh Advisors, Inc.
INCREASED37,90136,649+1,252+3%$1.6M$1.5M-$43.0K2026-11-03
Ballew Advisors, Inc
DECREASED37,73138,467-736-2%$1.7M$1.6M-$102.7K2026-10-05
BlueChip Wealth Advisors LLC
INCREASED36,35435,859+495+1%$1.5M$1.5M-$71.7K2026-11-03
Partners Wealth Management, LLC
INCREASED36,04126,358+9,683+37%$1.1M$1.5M+$325.5K2026-10-28
Walkner Condon Financial Advisors LLC
DECREASED35,01544,195-9,180-21%$1.9M$1.4M-$485.7K2026-11-02
Flagstar Securities, Inc
INCREASED34,60634,405+201+1%$1.5M$1.4M-$79.9K2026-10-15
Silver Grove Financial Group, Inc.
INCREASED33,19833,064+134+0%$1.4M$1.3M-$79.2K2026-11-05
Clear Creek Financial Management, LLC
INCREASED32,46831,058+1,410+5%$1.3M$1.3M-$22.3K2026-10-28
Flagship Harbor Advisors, LLC
DECREASED31,64033,997-2,357-7%$1.5M$1.3M-$182.6K2026-10-26
Balefire, LLC
DECREASED31,09731,533-436-1%$1.4M$1.3M-$98.4K2026-10-09
Ellsworth Advisors, LLC
INCREASED29,30227,654+1,648+6%$1.2M$1.2M-$1.2K2026-10-15
Dhjj Financial Advisors, Ltd.
DECREASED29,07129,589-518-2%$1.3M$1.2M-$96.8K2026-10-23
tru Independence LLC
INCREASED28,94328,915+28+0%$1.2M$1.2M-$72.9K2026-10-20
SFG Wealth Management, Llc.
INCREASED28,91828,871+47+0%$1.2M$1.2M-$72.0K2026-10-23
Americana Partners, LLC
UNCHANGED27,88527,88500%$1.2M$1.1M-$71.4K2026-10-28
Horizon Advisory Services, Inc.
INCREASED27,44126,298+1,143+4%$1.1M$1.1M-$21.0K2026-10-29
Winebrenner Capital Management LLC
DECREASED27,39828,810-1,412-5%$1.2M$1.1M-$131.0K2026-10-07
Avidian Wealth Enterprises, LLC
UNCHANGED26,49226,49200%$1.1M$1.1M-$67.8K2026-10-08
Stegent Equity Advisors, Inc.
DECREASED26,42561,388-34,963-57%$2.6M$1.1M-$1.6M2026-10-13
Investment Partners, Ltd.
INCREASED25,90624,366+1,540+6%$1.1M$1.1M+$772026-10-29
Fearless Solutions, LLC dba Best Invest
INCREASED25,16924,091+1,078+4%$1.0M$1.0M-$17.9K2026-10-14
Avior Wealth Management, LLC
INCREASED25,02622,543+2,483+11%$972.5K$1.0M+$43.1K2026-10-13
Parallel Advisors, LLC
INCREASED24,48423,694+790+3%$1.0M$993.6K-$28.6K2026-11-03
Triton Wealth Management, Pllc
INCREASED24,26023,960+300+1%$1.0M$1.0M+$25.9K2026-11-04
J. Derek Lewis & Associates Inc.
INCREASED24,16724,138+29+0%$1.0M$980.6K-$60.7K2026-11-03
Private Trust Co NA
DECREASED24,09324,191-980%$1.0M$977.7K-$65.9K2026-10-20
Sanchez Wealth Management Group
DECREASED23,735466,604-442,869-95%$20.1M$963.2K-$19.2M2026-11-02
Stiles Financial Services Inc
INCREASED22,36421,123+1,241+6%$911.3K$907.5K-$3.7K2026-10-30
Cottage Street Advisors LLC
INCREASED22,05921,876+183+1%$943.8K$895.2K-$48.6K2026-10-19
Frederick Financial Consultants, LLC
INCREASED21,93719,254+2,683+14%$830.6K$890.2K+$59.6K2026-10-29
Strategic Blueprint, LLC
INCREASED21,79320,902+891+4%$901.7K$884.4K-$17.3K2026-10-22
Convergence Financial, LLC
DECREASED21,69942,718-21,019-49%$1.8M$880.5K-$962.3K2026-10-27
Kraematon Investment Advisors, Inc
INCREASED21,43821,424+14+0%$924.2K$870.0K-$54.3K2026-11-02
Advisortrust Partners, LLC
INCREASED20,59019,925+665+3%$859.6K$835.5K-$24.0K2026-11-02
Independent Wealth Network Inc.
INCREASED20,46019,642+818+4%$847.4K$830.3K-$17.1K2026-10-19
Prosperity Financial Group, Inc.
DECREASED20,17620,548-372-2%$886.5K$818.8K-$67.7K2026-10-29
Kaydan Wealth Management, Inc.
INCREASED19,48519,014+471+2%$820.3K$790.7K-$29.6K2026-10-08
Platform Technology Partners
DECREASED19,40719,547-140-1%$843.2K$787.5K-$55.7K2026-11-02
Centennial Wealth Advisory LLC
DECREASED19,31020,144-834-4%$869.0K$783.6K-$85.4K2026-10-16
Elevated Capital Advisors, LLC
DECREASED19,24520,042-797-4%$864.6K$781.0K-$83.7K2026-11-04
Manchester Financial Inc
DECREASED19,00219,104-102-1%$824.2K$771.1K-$53.1K2026-10-15
Root Financial Partners, LLC
DECREASED18,85820,205-1,347-7%$871.7K$765.3K-$106.4K2026-10-21
Reicon Wealth Advisors, LLC
DECREASED18,50918,587-780%$801.9K$751.1K-$50.7K2026-11-04
Clear Point Advisors Inc.
INCREASED18,47418,121+353+2%$781.7K$749.7K-$32.1K2026-10-30
IFP Advisors, Inc
INCREASED18,34016,772+1,568+9%$723.5K$744.2K+$20.7K2026-10-16
Gaddis Premier Wealth Advisors LLC
DECREASED18,269163,435-145,166-89%$7.1M$741.4K-$6.3M2026-10-29
Davis Investment Partners, LLC
INCREASED18,07014,583+3,487+24%$629.1K$733.3K+$104.2K2026-11-05
TD Waterhouse Canada Inc.
INCREASED17,23113,532+3,699+27%$584.2K$705.8K+$121.6K2026-10-16
Murphy, Middleton, Hinkle & Parker, Inc.
INCREASED15,97411,929+4,045+34%$514.6K$648.2K+$133.6K2026-10-15
Global Assets Advisory, LLC
INCREASED15,96015,958+2+0%$692.6K$663.9K-$28.6K2026-10-28
Lighthouse Wealth Management Inc.
INCREASED15,84015,497+343+2%$668.5K$642.8K-$25.7K2026-10-13
First Security Investment Management, Inc.
DECREASED15,68645,253-29,567-65%$2.0M$636.5K-$1.3M2026-11-05
Lanark Financial, Inc.
DECREASED14,99215,035-430%$648.6K$608.4K-$40.2K2026-10-26
XML Financial, LLC
INCREASED14,8965,427+9,469+174%$234.1K$604.5K+$370.4K2026-10-29
Tcfg Investment Advisors, LLC
DECREASED14,75316,297-1,544-9%$703.0K$598.7K-$104.4K2026-10-20
Perigon Wealth Management, LLC
DECREASED14,67014,685-150%$633.5K$595.3K-$38.2K2026-10-22
Johnson Financial Group, LLC
DECREASED14,50515,705-1,200-8%$677.5K$588.6K-$88.9K2026-11-03
Larson Financial Group LLC
INCREASED14,36412,556+1,808+14%$541.7K$582.9K+$41.2K2026-11-05
Directional Asset Management
INCREASED14,31314,064+249+2%$606.7K$580.8K-$25.9K2026-10-22
Financial Partners Group, Inc
DECREASED14,29114,890-599-4%$642.4K$579.9K-$62.4K2026-10-19
Gilpin Wealth Management, LLC
DECREASED14,06914,266-197-1%$615.4K$570.9K-$44.5K2026-10-09
Barrett & Company, Inc.
DECREASED13,97614,225-249-2%$613.6K$567.2K-$46.5K2026-10-22
Krilogy Financial LLC
DECREASED13,72315,450-1,727-11%$666.5K$566.7K-$99.8K2026-10-13
Columbia Advisory Partners LLC
DECREASED13,29313,870-577-4%$598.4K$539.4K-$58.9K2026-10-15
Objective Capital Management, LLC
DECREASED13,21713,260-430%$572.0K$536.4K-$35.7K2026-10-13
Insight Inv LLC
DECREASED13,06913,645-576-4%$588.6K$530.3K-$58.3K2026-10-27
Founders Financial Securities LLC
DECREASED12,22713,647-1,420-10%$588.7K$496.2K-$92.6K2026-10-28
Old Port Advisors
DECREASED11,59611,696-100-1%$504.6K$470.6K-$34.0K2026-10-23
Sovran Advisors, LLC
DECREASED11,59014,957-3,367-23%$653.0K$492.6K-$160.5K2026-11-02
Retirement Planning Group, LLC
DECREASED11,50412,984-1,480-11%$560.1K$466.8K-$93.3K2026-10-19
MSH Capital Advisors LLC
INCREASED10,9685,273+5,695+108%$227.5K$445.1K+$217.6K2026-11-03
Fifth Third Wealth Advisors LLC
INCREASED10,9009,923+977+10%$428.1K$442.3K+$14.3K2026-10-22
Cottonwood Capital Advisors, LLC
DECREASED10,83610,848-120%$468.0K$439.7K-$28.3K2026-10-20
Quad-Cities Investment Group, LLC
INCREASED10,76510,742+23+0%$463.4K$436.8K-$26.5K2026-10-16
Whitaker-Myers Wealth Managers, Ltd.
DECREASED10,47311,756-1,283-11%$507.2K$425.0K-$82.1K2026-10-09
Pinnacle Bancorp, Inc.
UNCHANGED10,18310,18300%$439.3K$413.2K-$26.1K2026-10-21
Uptick Partners, LLC
INCREASED10,1829,559+623+7%$412.4K$413.2K+$8132026-11-04
Arwa LLC
NEW9,767—+9,767——$404.1K—2026-10-21
Redhawk Wealth Advisors, Inc.
DECREASED9,24116,133-6,892-43%$696.0K$375.0K-$321.0K2026-10-14
Naples Global Advisors, LLC
UNCHANGED9,2009,20000%$396.9K$373.3K-$23.6K2026-11-05
CPC Advisors, LLC
DECREASED9,1919,397-206-2%$405.4K$373.0K-$32.4K2026-10-21
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED8,3738,377-40%$361.4K$339.8K-$21.6K2026-10-14
Albion Financial Group
UNCHANGED8,2508,25000%$355.9K$334.8K-$21.1K2026-10-21
626 Financial, LLC
UNCHANGED8,1788,17800%$352.8K$331.9K-$20.9K2026-11-04
Park Avenue Securities LLC
DECREASED8,0818,972-891-10%$387.0K$328.0K-$59.0K2026-10-26
Marino, Stram & Associates LLC
INCREASED7,8207,701+119+2%$332.2K$317.4K-$14.9K2026-10-22
B. Riley Wealth Advisors, Inc.
INCREASED7,7167,687+29+0%$330.1K$313.1K-$17.0K2026-10-13
Waterfront Wealth Inc.
INCREASED7,5657,340+225+3%$315.5K$316.7K+$1.1K2026-11-03
Financial Solutions Advisory Group, Inc.
INCREASED7,4737,459+14+0%$319.2K$310.3K-$9.0K2026-10-28
ARS Wealth Advisors Group, LLC
INCREASED7,2406,754+486+7%$291.4K$293.8K+$2.4K2026-10-16
Heritage Wealth Management, Inc.
NEW7,222—+7,222——$293.1K—2026-10-28
Michels Family Financial, LLC
INCREASED7,0227,007+15+0%$302.3K$284.9K-$17.4K2026-11-02
Next Level Private LLC
INCREASED6,9676,963+4+0%$300.4K$282.7K-$17.6K2026-10-20
Rhodes Investment Advisors Inc
NEW6,950—+6,950——$282.0K—2026-10-07
1834 Investment Advisors Co
NEW6,893—+6,893——$279.7K—2026-10-16
NorthCrest Asset Manangement, LLC
INCREASED6,7385,769+969+17%$246.9K$277.7K+$30.8K2026-10-13
Team Financial Group, LLC
DECREASED6,7117,513-802-11%$324.1K$272.3K-$51.8K2026-10-30
James T. Borello RIA
INCREASED6,6745,214+1,460+28%$224.9K$270.8K+$45.9K2026-10-16
Flavin Financial Services, Inc.
DECREASED6,60511,072-4,467-40%$477.6K$268.0K-$209.6K2026-10-21
Morey & Quinn Wealth Partners, LLC
INCREASED6,4095,247+1,162+22%$226.4K$260.1K+$33.7K2026-10-28
Assetmark, Inc
DECREASED6,1176,286-169-3%$271.2K$248.2K-$23.0K2026-10-21
Montag A & Associates Inc
DECREASED5,8186,184-366-6%$266.8K$236.1K-$30.7K2026-10-29
Seven Hills Financial, LLC
NEW5,632—+5,632——$228.6K—2026-10-13
Grove Bank & Trust
UNCHANGED5,5005,50000%$237.3K$223.2K-$14.1K2026-10-08
Tounjian Advisory Partners, LLC
DECREASED5,4057,681-2,276-30%$331.3K$219.3K-$112.0K2026-11-04
Salem Investment Counselors Inc
UNCHANGED5,3725,37200%$231.7K$218.0K-$13.8K2026-10-13
Altus Wealth Group LLC
DECREASED5,33818,309-12,971-71%$789.9K$216.6K-$573.3K2026-10-20
Cascade Investment Group, Inc.
NEW5,159—+5,159——$209.4K—2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED5,07718,529-13,452-73%$799.4K$206.0K-$593.4K2026-10-14
Omni 360 Wealth, Inc.
INCREASED5,0735,071+2+0%$218.7K$205.9K-$12.9K2026-10-13
WealthPlan Investment Management, LLC
INCREASED5,0105,003+7+0%$215.8K$203.3K-$12.5K2026-10-15
Hazlett, Burt & Watson, Inc.
INCREASED4,6174,607+10+0%$167.0K$158.0K-$9.0K2026-11-04
Signature Equity Partners, LLC
INCREASED4,16730+4,137+13790%$1.3K$169.1K+$167.8K2026-10-29
Wolff Wiese Magana LLC
INCREASED3,2313,110+121+4%$134.2K$131.1K-$3.0K2026-10-15
Financial Network Wealth Advisors LLC
INCREASED3,1832,832+351+12%$122.2K$129.2K+$7.0K2026-10-28
Archer Investment Corp
DECREASED2,4882,524-36-1%$108.9K$101.0K-$7.9K2026-11-05
Blue Trust, Inc.
INCREASED2,231494+1,737+352%$21.3K$90.5K+$69.2K2026-10-15
Evolution Wealth Management Inc.
UNCHANGED1,5281,52800%$65.9K$62.0K-$3.9K2026-10-28
Accordant Advisory Group Inc
INCREASED1,3831,200+183+15%$51.8K$56.1K+$4.4K2026-10-29
Signaturefd, LLC
DECREASED1,2671,283-16-1%$55.3K$51.4K-$3.9K2026-10-23
Glass Jacobson Investment Advisors llc
DECREASED1,1991,226-27-2%$52.9K$48.7K-$4.2K2026-10-26
Parkside Financial Bank & Trust
UNCHANGED1,1911,19100%$0$48.3K+$48.3K2026-10-27
Nfsg Corp
DECREASED1,1704,085-2,915-71%$176.2K$47.5K-$128.7K2026-10-15
Plante Moran Financial Advisors, LLC
UNCHANGED1,1281,12800%$48.7K$45.8K-$2.9K2026-11-04
EverSource Wealth Advisors, LLC
INCREASED1,100740+360+49%$31.9K$44.6K+$12.7K2026-11-04
Olistico Wealth, LLC
NEW1,018—+1,018——$41.3K—2026-10-05
Horizon Financial Services, LLC
DECREASED954957-30%$41.3K$38.7K-$2.6K2026-11-04
Key FInancial Inc
UNCHANGED92492400%$39.9K$37.5K-$2.4K2026-11-02
Rossby Financial, LCC
INCREASED911809+102+13%$34.9K$37.0K+$2.1K2026-11-05
Elevation Wealth Partners, LLC
UNCHANGED78878800%$34.0K$32.0K-$2.0K2026-10-07
Pinnacle Wealth Planning Services, Inc.
NEW765—+765——$31.0K—2026-10-27
Maryland Capital Advisors Inc.
NEW700—+700——$28.4K—2026-10-15
Wealth Enhancement Trust Services, Inc.
UNCHANGED68568500%$29.6K$27.8K-$1.8K2026-10-07
Harbor Investment Advisory, LLC
UNCHANGED63563500%$27.4K$25.8K-$1.6K2026-10-13
Financial Perspectives, Inc
UNCHANGED60060000%$25.9K$24.3K-$1.5K2026-11-03
Gamma Investing LLC
NEW542—+542——$22.0K—2026-10-08
Global Trust Asset Management, LLC
UNCHANGED49449400%$21.3K$20.0K-$1.3K2026-10-19
GoalVest Advisory LLC
UNCHANGED47747700%$20.6K$19.4K-$1.2K2026-10-02
Rosenberg Matthew Hamilton
UNCHANGED47447400%$20.4K$19.2K-$1.2K2026-10-05
Kozak & Associates, Inc.
INCREASED432431+1+0%$18.6K$18.1K-$5202026-10-29
Farmers & Merchants Investments Inc
UNCHANGED32732700%$14.1K$13.3K-$8372026-10-22
Raleigh Capital Management Inc.
INCREASED293292+1+0%$12.6K$11.9K-$7232026-10-28
Balance Wealth Partners LLC
NEW280—+280——$11.4K—2026-10-27
First Horizon Corp
UNCHANGED26026000%$11.2K$10.6K-$6652026-10-26
Hoese & Co LLP
DECREASED255597-342-57%$25.7K$10.3K-$15.4K2026-10-21
Signature Resources Capital Management, LLC
UNCHANGED23423400%$10.1K$9.5K-$5992026-10-16
MTM Investment Management, LLC
UNCHANGED22622600%$9.8K$9.2K-$5792026-10-30
Latitude Advisors, LLC
NEW225—+225——$9.1K—2026-10-27
American National Bank & Trust
UNCHANGED22022000%$9.5K$8.9K-$5632026-10-07
Gen-Wealth Partners Inc
UNCHANGED20820800%$9.0K$8.4K-$5322026-11-04
First Community Trust NA
UNCHANGED20720700%$8.9K$8.4K-$5302026-10-07
Main Street Group, LTD
INCREASED204203+1+0%$8.8K$8.3K-$4992026-10-28
Cape Investment Advisory, Inc.
NEW180—+180——$7.3K—2026-10-13
Mascoma Wealth Management LLC
UNCHANGED12312300%$5.3K$5.0K-$3152026-10-23
Kingdom Financial Group Llc.
INCREASED102101+1+1%$4.4K$4.1K-$2502026-11-04
GK Wealth Management LLC
NEW50—+50——$2.0K—2026-10-09
Simplex Trading, LLC
DECREASED241,507-1,483-98%$65.0K$973-$64.0K2026-11-04
Decker Retirement Planning Inc.
NEW15—+15——$609—2026-10-19
SBI Securities Co., Ltd.
INCREASED84+4+100%$173$325+$1522026-10-22
Griffith & Werner, Inc.
CLOSED0105,909-105,909-100%$4.6M$0-$4.6M2026-11-04
Y-Intercept (Hong Kong) Ltd
CLOSED0100,961-100,961-100%$4.4M$0-$4.4M2026-10-16
Inscription Capital, LLC
CLOSED062,784-62,784-100%$2.7M$0-$2.7M2026-11-02
Arista Wealth Management, LLC
CLOSED037,284-37,284-100%$1.6M$0-$1.6M2026-10-29
Comprehensive Financial Planning, Inc.
CLOSED016,080-16,080-100%$693.7K$0-$693.7K2026-10-27
World Equity Group, Inc.
CLOSED015,715-15,715-100%$677.9K$0-$677.9K2026-10-14
Arbor Capital Management Inc
CLOSED09,969-9,969-100%$434.3K$0-$434.3K2026-10-21
First City Capital Management, Inc.
CLOSED08,125-8,125-100%$350.5K$0-$350.5K2026-10-27
Comprehensive Financial Consultants Institutional, Inc.
CLOSED07,596-7,596-100%$327.7K$0-$327.7K2026-10-15
Sowell Financial Services LLC
CLOSED06,742-6,742-100%$290.9K$0-$290.9K2026-10-23
Balboa Wealth Partners
CLOSED05,077-5,077-100%$219.0K$0-$219.0K2026-10-20
Crusonia Wealth Advisors LLC
CLOSED04,813-4,813-100%$207.6K$0-$207.6K2026-10-26
Gateway Investment Advisers LLC
CLOSED04,734-4,734-100%$204.2K$0-$204.2K2026-10-13
Pinnacle Wealth Management Group, Inc.
CLOSED04,691-4,691-100%$202.4K$0-$202.4K2026-10-15
Cullen T Bankers, Inc.
CLOSED02,829-2,829-100%$122.0K$0-$122.0K2026-10-28
LifeSteps Financial, Inc.
CLOSED02,081-2,081-100%$89.8K$0-$89.8K2026-10-15
Torren Management, LLC
CLOSED01,268-1,268-100%$54.7K$0-$54.7K2026-10-29
LFA - Lugano Financial Advisors SA
CLOSED0640-640-100%$27.6K$0-$27.6K2026-11-03
Whipplewood Advisors, LLC
CLOSED0500-500-100%$21.6K$0-$21.6K2026-10-20
GHP Investment Advisors, Inc.
CLOSED0378-378-100%$16.3K$0-$16.3K2026-10-15
Lloyd Advisory Services, Llc.
CLOSED0152-152-100%$6.6K$0-$6.6K2026-11-02
Key Capital Management, Inc
CLOSED0140-140-100%$6.0K$0-$6.0K2026-11-03
Sims Investment Management, LLC
CLOSED079-79-100%$3.4K$0-$3.4K2026-10-13
Costello Asset Management, Inc
CLOSED056-56-100%$2.4K$0-$2.4K2026-10-30
Morton Brown Family Wealth, LLC
CLOSED015-15-100%$647$0-$6472026-10-23
Prairie Wealth Advisors, Inc.
UNCHANGED000—$3.7M$4.4M+$625.2K2026-10-29
LPL Financial LLC
N/A—26,039,851-26,039,851-100%$1.1B———
Morgan Stanley
N/A—18,464,593-18,464,593-100%$796.6M———
Raymond James Financial Inc
N/A—15,391,137-15,391,137-100%$664.0M———
Wells Fargo & Company
N/A—13,258,924-13,258,924-100%$572.0M———
Bank of America Corp
N/A—9,941,792-9,941,792-100%$428.9M———
Cetera Investment Advisers
N/A—8,255,130-8,255,130-100%$356.1M———
Royal Bank of Canada
N/A—6,772,006-6,772,006-100%$292.1M———
UBS Group AG
N/A—6,713,889-6,713,889-100%$289.6M———
Harbour Investments, Inc.
N/A—4,017,829-4,017,829-100%$173.3M———
Stifel Financial Corp
N/A—3,948,162-3,948,162-100%$170.3M———
Envestnet Asset Management Inc
N/A—3,360,284-3,360,284-100%$145.0M———
Osaic Holdings, Inc.
N/A—3,223,089-3,223,089-100%$139.1M———
HighTower Advisors, LLC
N/A—3,164,660-3,164,660-100%$136.5M———
Northwestern Mutual Wealth Management Co
N/A—2,573,813-2,573,813-100%$111.0M———
Jones Financial Companies Lllp
N/A—1,839,434-1,839,434-100%$79.2M———
Blair William & Co
N/A—1,792,212-1,792,212-100%$77.3M———
Baird Financial Group, Inc.
N/A—1,760,339-1,760,339-100%$75.9M———
MML Investors Services, LLC
N/A—1,683,398-1,683,398-100%$72.6M———
Private Advisor Group, LLC
N/A—1,282,902-1,282,902-100%$55.3M———
NewEdge Advisors, LLC
N/A—1,197,586-1,197,586-100%$51.7M———
Rockefeller Capital Management L.P.
N/A—1,164,454-1,164,454-100%$50.2M———
Janney Montgomery Scott LLC
N/A—944,146-944,146-100%$40.7M———
Western Wealth Management, LLC
N/A—837,131-837,131-100%$36.1M———
Private Wealth Asset Management, LLC
N/A—639,969-639,969-100%$27.7M———
Integrated Wealth Concepts LLC
N/A—636,990-636,990-100%$27.5M———
First Trust Advisors LP
N/A—634,332-634,332-100%$27.3M———
Blue Chip Partners, LLC
N/A—623,257-623,257-100%$26.9M———
Sanctuary Advisors, LLC
N/A—611,352-611,352-100%$26.4M———
Aptus Capital Advisors, LLC
N/A—600,056-600,056-100%$25.9M———
Guardian Wealth Advisors, LLC / NC
N/A—571,663-571,663-100%$24.7M———
Summit Financial, LLC
N/A—543,993-543,993-100%$23.5M———
Equitable Holdings, Inc.
N/A—539,195-539,195-100%$23.3M———
Focus Partners Wealth
N/A—505,502-505,502-100%$21.8M———
&partners
N/A—459,054-459,054-100%$19.8M———
Arkadios Wealth Advisors
N/A—435,309-435,309-100%$18.8M———
Solano Wealth Investment Advisors LLC
N/A—416,944-416,944-100%$18.0M———
Pine Valley Investments Ltd Liability Co
N/A—404,553-404,553-100%$17.5M———
B & T Capital Management DBA Alpha Capital Management
N/A—364,252-364,252-100%$15.7M———
Steward Partners Investment Advisory, LLC
N/A—346,846-346,846-100%$15.0M———
Aft, Forsyth & Sober, LLC
N/A—329,600-329,600-100%$13.0M———
Foundations Investment Advisors, LLC
N/A—315,054-315,054-100%$13.6M———
Arax Advisory Partners
N/A—299,996-299,996-100%$12.9M———
Benjamin Edwards Inc
N/A—298,897-298,897-100%$12.9M———
Stratos Wealth Advisors, LLC
N/A—295,081-295,081-100%$12.7M———
S Harris Financial Group, LLC
N/A—294,596-294,596-100%$12.7M———
Vestmark Advisory Solutions, Inc.
N/A—252,468-252,468-100%$10.9M———
PSI Advisors, LLC
N/A—251,602-251,602-100%$10.9M———
Great Valley Advisor Group, Inc.
N/A—220,121-220,121-100%$9.5M———
Principal Securities, Inc.
N/A—216,768-216,768-100%$9.4M———
Gallagher Fiduciary Advisors, LLC
N/A—199,688-199,688-100%$8.6M———
JPMorgan Chase & Co
N/A—190,632-190,632-100%$8.2M———
Pinnacle Financial Partners, Inc.
N/A—187,801-187,801-100%$8.1M———
Uniting Wealth Partners, LLC
N/A—181,157-181,157-100%$7.8M———
Gateway Wealth Partners, LLC
N/A—179,511-179,511-100%$7.7M———
Ameriprise Financial Inc
N/A—175,315-175,315-100%$7.6M———
Qube Research & Technologies Ltd
N/A—171,304-171,304-100%$7.4M———
IHT Wealth Management, LLC
N/A—171,163-171,163-100%$7.4M———
Banco Santander, S.A.
N/A—170,393-170,393-100%$7.4M———
Rehmann Capital Advisory Group
N/A—169,145-169,145-100%$7.3M———
PMG Wealth Management, Inc.
N/A—160,196-160,196-100%$6.9M———
MAI Capital Management
N/A—159,207-159,207-100%$6.9M———
Performance Wealth Partners, LLC
N/A—157,156-157,156-100%$6.8M———
Bravera Wealth
N/A—156,888-156,888-100%$6.8M———
Ameritas Advisory Services, LLC
N/A—151,896-151,896-100%$6.6M———
Stonebridge Financial Group, LLC
N/A—151,667-151,667-100%$6.5M———
Goldman Sachs Group Inc
N/A—148,013-148,013-100%$6.4M———
FSB Premier Wealth Management, Inc.
N/A—145,070-145,070-100%$6.3M———
Mach-1 Financial Group, LLC
N/A—143,864-143,864-100%$6.2M———
Stratos Wealth Partners, Ltd.
N/A—141,861-141,861-100%$6.1M———
Owen LaRue, LLC
N/A—138,554-138,554-100%$6.0M———
Oxford Wealth Group, LLC
N/A—134,417-134,417-100%$5.8M———
Main Street Financial Solutions, LLC
N/A—127,084-127,084-100%$5.5M———
Regal Investment Advisors LLC
N/A—123,381-123,381-100%$5.3M———
Kingsview Wealth Management, LLC
N/A—122,499-122,499-100%$5.3M———
Mutual Advisors, LLC
N/A—117,804-117,804-100%$5.1M———
JPL Wealth Management, LLC
N/A—117,747-117,747-100%$5.1M———
Gladstone Institutional Advisory LLC
N/A—111,947-111,947-100%$4.8M———
Cozad Asset Management Inc
N/A—110,893-110,893-100%$4.8M———
Global Retirement Partners, LLC
N/A—109,787-109,787-100%$4.7M———
Proactive Wealth Strategies LLC
N/A—108,364-108,364-100%$4.7M———
Continuum Advisory, LLC
N/A—105,223-105,223-100%$4.5M———
Sound Portfolio Advisors, LLC
N/A—101,013-101,013-100%$4.4M———
Forefront Wealth Partners, LLC
N/A—96,676-96,676-100%$4.2M———
Prostatis Group LLC
N/A—95,108-95,108-100%$4.1M———
Stephens Inc
N/A—89,864-89,864-100%$3.9M———
LM Advisors LLC
N/A—88,429-88,429-100%$3.8M———
Mpwm Advisory Solutions, LLC
N/A—87,714-87,714-100%$3.8M———
Silver OAK Securities, Incorporated
N/A—85,948-85,948-100%$3.7M———
Maridea Wealth Management LLC
N/A—85,270-85,270-100%$3.7M———
Mason & Associates Inc
N/A—83,523-83,523-100%$3.6M———
Natixis Advisors, LLC
N/A—82,439-82,439-100%$3.6M———
Marshall Financial Group, LLC
N/A—82,305-82,305-100%$3.6M———
Capital Financial Group Inc\co\
N/A—79,303-79,303-100%$3.4M———
AssuredPartners Investment Advisors, LLC
N/A—79,197-79,197-100%$3.4M———
Moors & Cabot, Inc.
N/A—77,885-77,885-100%$3.4M———
PCG Wealth Advisors, LLC
N/A—76,659-76,659-100%$3.3M———
Bluespring Wealth Management, LLC
N/A—75,097-75,097-100%$3.2M———
Arcadia Wealth Management, Inc.
N/A—73,020-73,020-100%$3.2M———
Waverly Advisors, LLC
N/A—72,462-72,462-100%$3.1M———
Atlas Wealth LLC
N/A—72,461-72,461-100%$3.1M———
Xcelsior Advisor Partners LLC
N/A—71,643-71,643-100%$3.1M———
Darwin Wealth Management, LLC
N/A—71,493-71,493-100%$3.1M———
OneDigital Investment Advisors LLC
N/A—70,026-70,026-100%$3.0M———
Northeast Planning Associates, Inc. / NH /
N/A—68,631-68,631-100%$2.8M———
OakTrust Wealth Advisors, LLC
N/A—68,503-68,503-100%$3.0M———
Tower Research Capital LLC (TRC)
N/A—66,610-66,610-100%$2.9M———
Calton & Associates, Inc.
N/A—65,600-65,600-100%$2.8M———
Harvest Investment Services, LLC
N/A—65,317-65,317-100%$2.8M———
Jacobi Capital Management LLC
N/A—62,774-62,774-100%$2.7M———
Trivium Point Advisory, LLC
N/A—62,466-62,466-100%$2.7M———
Spartan Wealth Advisory Services LLC
N/A—60,284-60,284-100%$2.6M———
Stonebridge Financial Planning Group, LLC
N/A—60,154-60,154-100%$2.6M———
Keel Point, LLC
N/A—59,774-59,774-100%$2.6M———
Ethos Financial Group, LLC
N/A—58,153-58,153-100%$2.5M———
Arkos Global Advisors
N/A—56,537-56,537-100%$2.4M———
Insigneo Advisory Services, LLC
N/A—56,456-56,456-100%$2.4M———
Savvy Advisors, Inc.
N/A—54,570-54,570-100%$2.4M———
Medallion Wealth Advisors, LLC
N/A—54,059-54,059-100%$2.3M———
Merit Financial Group, LLC
N/A—52,464-52,464-100%$2.3M———
LeClair Wealth Partners LLC
N/A—51,705-51,705-100%$2.2M———
Bolthouse Investments, LLC
N/A—50,397-50,397-100%$2.2M———
Two Sigma Investments, LP
N/A—48,200-48,200-100%$2.1M———
WCG Wealth Advisors LLC
N/A—46,618-46,618-100%$2.0M———
IFG Advisory, LLC
N/A—46,061-46,061-100%$2.0M———
Anderson Financial Strategies, LLC
N/A—45,386-45,386-100%$2.0M———
Money Concepts Capital Corp
N/A—45,002-45,002-100%$1.9M———
Concentrum Wealth Management
N/A—44,716-44,716-100%$1.9M———
Jane Street Group, LLC
N/A—43,293-43,293-100%$1.9M———
Geneos Wealth Management Inc.
N/A—41,570-41,570-100%$1.8M———
Marshall Investment Management, LLC
N/A—41,554-41,554-100%$1.8M———
Everest Financial Group LLC
N/A—40,550-40,550-100%$1.7M———
Betterment LLC
N/A—39,358-39,358-100%$1.7M———
AE Wealth Management LLC
N/A—39,348-39,348-100%$1.7M———
Advyzon Investment Management, LLC
N/A—38,499-38,499-100%$1.7M———
Goodman Financial Corp
N/A—38,044-38,044-100%$1.6M———
Ritter Daniher Financial Advisory LLC / de
N/A—37,926-37,926-100%$1.6M———
Level Four Advisory Services, LLC
N/A—37,433-37,433-100%$1.6M———
Traction Financial Partners, LLC
N/A—37,366-37,366-100%$1.6M———
Capital Analysts, LLC
N/A—36,495-36,495-100%$1.6M———
Pursue Wealth Partners LLC
N/A—36,449-36,449-100%$1.6M———
Secured Retirement Advisors, LLC
N/A—36,180-36,180-100%$1.6M———
FMR LLC
N/A—36,150-36,150-100%$1.6M———
Twin Peaks Wealth Advisors, LLC
N/A—36,090-36,090-100%$1.6M———
Mercer Global Advisors Inc
N/A—36,087-36,087-100%$1.6M———
Hilltop Holdings Inc.
N/A—36,005-36,005-100%$1.6M———
Vantus Wealth LLC
N/A—35,978-35,978-100%$1.6M———
Blom & Howell Financial Planning, Inc.
N/A—34,416-34,416-100%$1.5M———
Belpointe Asset Management LLC
N/A—32,585-32,585-100%$1.4M———
CreativeOne Wealth, LLC
N/A—32,378-32,378-100%$1.4M———
Ausdal Financial Partners, Inc.
N/A—32,371-32,371-100%$1.4M———
OneAscent Financial Services LLC
N/A—32,363-32,363-100%$1.4M———
Flow Traders U.S. LLC
N/A—30,524-30,524-100%$1.3M———
Kovack Advisors, Inc.
N/A—29,391-29,391-100%$1.3M———
Rothschild Wealth LLC
N/A—29,219-29,219-100%$1.3M———
Thoroughbred Financial Services, LLC
N/A—28,798-28,798-100%$1.2M———
Smith, Moore & Co.
N/A—28,329-28,329-100%$1.2M———
Coppell Advisory Solutions LLC
N/A—28,138-28,138-100%$605———
Snowden Capital Advisors LLC
N/A—27,423-27,423-100%$1.2M———
Orion Porfolio Solutions, LLC
N/A—26,915-26,915-100%$1.2M———
AQR Capital Management LLC
N/A—26,462-26,462-100%$1.1M———
Ameritas Investment Partners, Inc.
N/A—26,320-26,320-100%$1.1M———
Cary Street Partners Financial LLC
N/A—25,950-25,950-100%$1.1M———
Federation des caisses Desjardins du Quebec
N/A—25,240-25,240-100%$1.1M———
N.E.W. Advisory Services LLC
N/A—25,142-25,142-100%$1.1M———
Barnes Pettey Financial Advisors, LLC
N/A—24,990-24,990-100%$1.1M———
Pitti Group Wealth Management, LLC
N/A—24,220-24,220-100%$1.0M———
HighPoint Advisor Group LLC
N/A—24,160-24,160-100%$1.0M———
Keating Financial Advisory Services, Inc.
N/A—23,846-23,846-100%$1.0M———
Mariner, LLC
N/A—22,801-22,801-100%$983.6K———
Keystone Financial Group
N/A—21,458-21,458-100%$925.7K———
O'shaughnessy Asset Management, LLC
N/A—21,203-21,203-100%$914.7K———
Rothschild Investment LLC
N/A—20,725-20,725-100%$894.1K———
Keystone Financial Services, LLC
N/A—20,195-20,195-100%$871.2K———
XTX Topco Ltd
N/A—20,191-20,191-100%$871.0K———
Entruity Wealth, LLC
N/A—19,678-19,678-100%$848.9K———
Brown Brothers Harriman & Co
N/A—18,870-18,870-100%$814.1K———
Envestnet Portfolio Solutions, Inc.
N/A—18,597-18,597-100%$802.3K———
Strategic Financial Concepts, LLC
N/A—18,148-18,148-100%$782.9K———
Kinetic Wealth Investment Advisors LLC
N/A—17,340-17,340-100%$748.0K———
Magnolia Capital Advisors LLC
N/A—16,646-16,646-100%$718.1K———
Per Stirling Capital Management, Llc.
N/A—16,592-16,592-100%$715.8K———
Cresset Asset Management, LLC
N/A—16,031-16,031-100%$691.6K———
Modern Wealth Management, LLC
N/A—15,820-15,820-100%$682.5K———
Premier Private Wealth Management LLC
N/A—15,313-15,313-100%$660.6K———
BFC Planning, Inc.
N/A—14,648-14,648-100%$631.9K———
Cedrus Wealth Group LLC
N/A—14,377-14,377-100%$620.2K———
Summit Wealth Partners, LLC
N/A—13,794-13,794-100%$595.1K———
IFS Group,LLC
N/A—13,497-13,497-100%$582.3K———
World Investment Advisors
N/A—13,252-13,252-100%$553.0K———
Barometer Capital Management Inc.
N/A—13,200-13,200-100%$569.4K———
Fiduciary Financial Advisors
N/A—13,049-13,049-100%$563.1K———
McKinney Capital Management, LLC
N/A—12,721-12,721-100%$548.8K———
Brown Advisory Inc
N/A—12,453-12,453-100%$537.2K———
Core Wealth Advisors, Inc.
N/A—12,289-12,289-100%$530.1K———
Allworth Financial LP
N/A—12,149-12,149-100%$524.1K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—12,126-12,126-100%$523.1K———
Laraway Financial Advisors Inc
N/A—12,105-12,105-100%$522.2K———
Cannon Wealth Management Services, LLC
N/A—11,881-11,881-100%$512.5K———
Allie Family Office LLC
N/A—11,545-11,545-100%$498.1K———
Advisory Services Network, LLC
N/A—11,236-11,236-100%$484.7K———
Focus Partners Advisor Solutions, LLC
N/A—10,918-10,918-100%$471.0K———
Atlantic Union Bankshares Corp
N/A—10,829-10,829-100%$467.2K———
Advance Capital Management, Inc.
N/A—10,722-10,722-100%$462.5K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—10,285-10,285-100%$443.7K———
JT Stratford LLC
N/A—10,282-10,282-100%$443.6K———
Prasad Wealth Partners, LLC
N/A—10,122-10,122-100%$436.7K———
Presidio Capital Management, LLC
N/A—9,892-9,892-100%$426.7K———
Susquehanna International Group, LLP
N/A—9,858-9,858-100%$425.3K———
CIBC World Market Inc.
N/A—9,797-9,797-100%$422.6K———
Impact Partnership Wealth, LLC
N/A—9,626-9,626-100%$415.2K———
LaSalle St. Investment Advisors, LLC
N/A—9,468-9,468-100%$408.5K———
Gentry Private Wealth, LLC
N/A—9,460-9,460-100%$408.1K———
Bessemer Group Inc
N/A—8,871-8,871-100%$383.0K———
Trustmark Bank Trust Department
N/A—8,725-8,725-100%$376.4K———
Second Half Financial Partners, LLC
N/A—8,706-8,706-100%$375.6K———
Fortis Group Advisors, LLC
N/A—8,237-8,237-100%$355.3K———
Founders Financial Alliance, LLC
N/A—8,049-8,049-100%$347.3K———
Northern Trust Corp
N/A—7,788-7,788-100%$336.0K———
American Financial Advisors, LLC
N/A—7,639-7,639-100%$329.5K———
Carter Financial, LLC
N/A—7,597-7,597-100%$327.7K———
Bulltick Wealth Management, LLC
N/A—7,344-7,344-100%$316.8K———
HBK Sorce Advisory LLC
N/A—7,298-7,298-100%$325.9K———
Collaborative Wealth Managment Inc.
N/A—7,217-7,217-100%$311.4K———
EP Wealth Advisors, LLC
N/A—7,153-7,153-100%$308.6K———
Trexquant Investment LP
N/A—7,127-7,127-100%$307.5K———
1776 Wealth LLC
N/A—7,067-7,067-100%$304.9K———
SEI Investments Co
N/A—6,827-6,827-100%$294.5K———
Integrated Investment Consultants, LLC
N/A—6,555-6,555-100%$282.8K———
Citadel Advisors LLC
N/A—6,503-6,503-100%$280.5K———
CacheTech Inc.
N/A—6,310-6,310-100%$272.2K———
Headland Capital, LLC
N/A—6,143-6,143-100%$265.0K———
Park Square Financial Group, LLC
N/A—6,131-6,131-100%$264.5K———
WealthCare Investment Partners, LLC
N/A—5,980-5,980-100%$258.0K———
Quantinno Capital Management LP
N/A—5,935-5,935-100%$256.1K———
Cofg Advisors, LLC
N/A—5,575-5,575-100%$240.5K———
Pasadena Private Wealth, LLC
N/A—5,250-5,250-100%$226.5K———
Symphony Financial Services, Inc.
N/A—5,035-5,035-100%$217.2K———
Forge Financial Services LLC
N/A—4,828-4,828-100%$208.3K———
Bank of Montreal
N/A—3,824-3,824-100%$165.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—3,561-3,561-100%$153.6K———
PNC Financial Services Group, Inc.
N/A—3,478-3,478-100%$150.0K———
Centaurus Financial, Inc.
N/A—3,137-3,137-100%$135.0K———
IMA Advisory Services, Inc.
N/A—3,015-3,015-100%$130.1K———
NBH Bank
N/A—2,560-2,560-100%$110.4K———
NI Acquisitions Company, LLC
N/A—2,204-2,204-100%$1.6M———
Huntington National Bank
N/A—2,198-2,198-100%$94.8K———
Dunhill Financial, LLC
N/A—1,870-1,870-100%$80.7K———
BlackRock, Inc.
N/A—1,683-1,683-100%$72.6K———
Nova Wealth Management, Inc.
N/A—1,414-1,414-100%$61.0K———
TD Capital Management LLC
N/A—1,412-1,412-100%$60.9K———
Bank of the Bluegrass & Trust Co.
N/A—1,346-1,346-100%$54.6K———
Ameriflex Group, Inc.
N/A—1,088-1,088-100%$46.9K———
Raffa Wealth Management, LLC
N/A—1,041-1,041-100%$44.9K———
FWL Investment Management, LLC
N/A—938-938-100%$40.5K———
Orion Capital Management LLC
N/A—893-893-100%$38.5K———
UBS Asset Management Americas LLC
N/A—775-775-100%$33.4K———
Smartleaf Asset Management LLC
N/A—734-734-100%$31.6K———
Russell Investments Group, Ltd.
N/A—642-642-100%$27.7K———
Timbuktu Capital Management, LLC
N/A—500-500-100%$21.6K———
Bartlett & Co. Wealth Management LLC
N/A—444-444-100%$19.2K———
Tiaa Wealth Investment Management LLC
N/A—423-423-100%$18.2K———
Cbiz Investment Advisory Services, LLC
N/A—380-380-100%$15.0K———
Steigerwald, Gordon & Koch Inc.
N/A—329-329-100%$14.2K———
Hantz Financial Services, Inc.
N/A—300-300-100%$13.0K———
Strategic Wealth Partners, Ltd.
N/A—274-274-100%$11.8K———
Vanguard Advisers Inc
N/A—202-202-100%$8.7K———
Park Place Capital Corp
N/A—190-190-100%$8.2K———
Synergy Investment Management, LLC
N/A—160-160-100%$6.9K———
Whittier Trust Co
N/A—100-100-100%$4.3K———
Bernard Wealth Management Corp.
N/A—74-74-100%$3.2K———
Financial Gravity Companies, Inc.
N/A—31-31-100%$1.3K———
Coston, McIsaac & Partners
N/A—13-13-100%$0———
Imprint Wealth LLC
N/A—7-7-100%$302———
Showing 603 of 603 institutions