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Global X ART Intel & Tech (AIQ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
PNC Financial Services Group, Inc.
DECREASED
Shares15,642,430 from 17,795,535
Change-2,153,105 (-12%)
Value$1.0B (-$148.3M)
Filed 2026-11-06
LPL Financial LLC
DECREASED
Shares5,163,136 from 5,200,395
Change-37,259 (-1%)
Value$336.4M (-$4.8M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
INCREASED
Shares715,958 from 701,337
Change+14,621 (+2%)
Value$46.7M (+$637.1K)
Filed 2026-11-02
Assetmark, Inc
INCREASED
Shares683,805 from 566,694
Change+117,111 (+21%)
Value$44.6M (+$7.4M)
Filed 2026-10-21
Valley Wealth Managers, Inc.
INCREASED
Shares632,632 from 618,352
Change+14,280 (+2%)
Value$41.2M (+$652.2K)
Filed 2026-10-09
Kestra Advisory Services, LLC
INCREASED
Shares524,753 from 518,596
Change+6,157 (+1%)
Value$34.2M (+$167.8K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares462,153 from 432,450
Change+29,703 (+7%)
Value$30.3M (+$2.9M)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares425,304 from 254,238
Change+171,066 (+67%)
Value$27.7M (+$11.0M)
Filed 2026-11-02
Lido Advisors, LLC
INCREASED
Shares383,248 from 211,669
Change+171,579 (+81%)
Value$25.0M (+$11.1M)
Filed 2026-11-04
Daiwa Securities Group Inc.
UNCHANGED
Shares383,079 from 383,079
Change0 (0%)
Value$25.0M (-$172.4K)
Filed 2026-10-29
Cooper Financial Group
INCREASED
Shares355,143 from 345,788
Change+9,355 (+3%)
Value$23.1M (+$454.0K)
Filed 2026-10-07
Madrona Financial Services, LLC
DECREASED
Shares323,795 from 332,747
Change-8,952 (-3%)
Value$21.1M (-$733.1K)
Filed 2026-10-23
Richard P Slaughter Associates Inc
INCREASED
Shares290,629 from 280,091
Change+10,538 (+4%)
Value$18.9M (+$560.6K)
Filed 2026-10-13
Thrivent Financial for Lutherans
INCREASED
Shares284,209 from 119,658
Change+164,551 (+138%)
Value$18.5M (+$10.7M)
Filed 2026-11-05
Steele Capital Management, Inc.
INCREASED
Shares241,416 from 227,715
Change+13,701 (+6%)
Value$15.7M (+$790.2K)
Filed 2026-11-02
Taylor Securities Services, Inc.
INCREASED
Shares231,067 from 211,738
Change+19,329 (+9%)
Value$15.1M (+$1.2M)
Filed 2026-10-20
HighTower Advisors, LLC
DECREASED
Shares227,372 from 229,728
Change-2,356 (-1%)
Value$14.8M (-$256.9K)
Filed 2026-11-10
Citigroup Inc
INCREASED
Shares220,987 from 196,348
Change+24,639 (+13%)
Value$14.4M (+$1.5M)
Filed 2026-11-04
Global X Japan Co., Ltd.
DECREASED
Shares208,940 from 280,523
Change-71,583 (-26%)
Value$13.6M (-$4.8M)
Filed 2026-10-21
Systelligence, LLC
INCREASED
Shares198,445 from 32,380
Change+166,065 (+513%)
Value$24.4M (+$22.3M)
Filed 2026-11-05
Arch Global Advisors, LLC
DECREASED
Shares182,953 from 183,731
Change-778 (0%)
Value$11.9M (-$133.5K)
Filed 2026-10-23
Intelligence Driven Advisers, LLC
DECREASED
Shares150,475 from 150,483
Change-8 (0%)
Value$9.8M (-$68.2K)
Filed 2026-10-09
Riggs Asset Managment Co. Inc.
INCREASED
Shares147,101 from 87,665
Change+59,436 (+68%)
Value$9.6M (+$3.8M)
Filed 2026-11-05
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares144,800 from 117,300
Change+27,500 (+23%)
Value$9.4M (+$1.7M)
Filed 2026-11-03
Curtis Advisory Group, LLC
DECREASED
Shares142,757 from 142,798
Change-41 (0%)
Value$9.3M (-$66.9K)
Filed 2026-10-28
Decker Wealth Management LLC
INCREASED
Shares142,010 from 140,915
Change+1,095 (+1%)
Value$9.3M (+$7.9K)
Filed 2026-10-09
Quadcap Wealth Management, LLC
DECREASED
Shares139,897 from 175,793
Change-35,896 (-20%)
Value$9.1M (-$2.4M)
Filed 2026-11-02
Hobart Private Capital, LLC
INCREASED
Shares139,847 from 138,982
Change+865 (+1%)
Value$9.1M (-$6.2K)
Filed 2026-10-19
Vista Finance, LLC
DECREASED
Shares138,575 from 142,330
Change-3,755 (-3%)
Value$9.0M (-$308.7K)
Filed 2026-10-23
McKinley Carter Wealth Services, Inc.
INCREASED
Shares134,773 from 127,392
Change+7,381 (+6%)
Value$8.8M (+$423.6K)
Filed 2026-10-16
Creative Planning
INCREASED
Shares126,559 from 112,371
Change+14,188 (+13%)
Value$8.2M (+$874.0K)
Filed 2026-11-02
Brookstone Capital Management
INCREASED
Shares124,573 from 120,663
Change+3,910 (+3%)
Value$8.1M (+$200.5K)
Filed 2026-10-22
D.A. Davidson & Co.
INCREASED
Shares123,939 from 122,445
Change+1,494 (+1%)
Value$8.1M (+$42.3K)
Filed 2026-10-28
Clarus Group, Inc.
DECREASED
Shares117,209 from 128,899
Change-11,690 (-9%)
Value$7.6M (-$819.7K)
Filed 2026-10-21
TD Waterhouse Canada Inc.
INCREASED
Shares114,991 from 114,299
Change+692 (+1%)
Value$7.6M (+$279.9K)
Filed 2026-10-16
Trilogy Capital Inc.
INCREASED
Shares114,089 from 4,630
Change+109,459 (+2364%)
Value$7.4M (+$7.1M)
Filed 2026-10-20
Balance Wealth Partners LLC
INCREASED
Shares110,307 from 104,392
Change+5,915 (+6%)
Value$7.2M (+$338.5K)
Filed 2026-10-27
WJ Wealth Management, LLC
INCREASED
Shares105,509 from 72,759
Change+32,750 (+45%)
Value$6.9M (+$2.1M)
Filed 2026-11-03
Centurion Wealth Management LLC
INCREASED
Shares99,635 from 99,538
Change+97 (+0%)
Value$6.5M (-$38.5K)
Filed 2026-10-13
Security Financial Services, Inc.
INCREASED
Shares99,292 from 58,789
Change+40,503 (+69%)
Value$6.5M (+$2.6M)
Filed 2026-10-29
Belpointe Asset Management LLC
INCREASED
Shares98,103 from 52,978
Change+45,125 (+85%)
Value$6.4M (+$2.9M)
Filed 2026-11-09
Farther Finance Advisors, LLC
DECREASED
Shares95,606 from 101,998
Change-6,392 (-6%)
Value$6.2M (-$462.4K)
Filed 2026-10-08
Wealthcare Advisory Partners LLC
INCREASED
Shares95,495 from 22,827
Change+72,668 (+318%)
Value$6.2M (+$4.7M)
Filed 2026-10-21
NovaPoint Capital, LLC
DECREASED
Shares94,295 from 112,860
Change-18,565 (-16%)
Value$6.1M (-$1.3M)
Filed 2026-10-22
Arvest Investments, Inc.
INCREASED
Shares94,286 from 89,165
Change+5,121 (+6%)
Value$6.1M (+$293.6K)
Filed 2026-10-21
J.W. Cole Advisors, Inc.
INCREASED
Shares90,803 from 87,472
Change+3,331 (+4%)
Value$5.9M (+$177.7K)
Filed 2026-11-05
Foguth Wealth Management, Llc.
DECREASED
Shares88,809 from 107,251
Change-18,442 (-17%)
Value$5.5M (-$834.9K)
Filed 2026-10-19
Novem Group
INCREASED
Shares86,989 from 85,194
Change+1,795 (+2%)
Value$5.7M (+$78.7K)
Filed 2026-10-19
Patton Albertson Miller Group, LLC
DECREASED
Shares86,081 from 86,137
Change-56 (0%)
Value$5.6M (-$42.4K)
Filed 2026-10-26
Pacific Wealth Management
NEW
Shares84,913
Change+84,913
Value$5.5M
Filed 2026-10-05
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares83,576 from 82,640
Change+936 (+1%)
Value$5.4M (+$23.8K)
Filed 2026-10-29
Mission Wealth Management, LP
DECREASED
Shares80,204 from 93,928
Change-13,724 (-15%)
Value$5.2M (-$936.5K)
Filed 2026-10-15
Great Valley Advisor Group, Inc.
INCREASED
Shares80,028 from 60,651
Change+19,377 (+32%)
Value$5.2M (+$1.2M)
Filed 2026-11-09
International Assets Investment Management, LLC
DECREASED
Shares77,268 from 77,815
Change-547 (-1%)
Value$5.1M (+$122.8K)
Filed 2026-11-02
Green Ridge Wealth Planning LLC
INCREASED
Shares76,524 from 70,113
Change+6,411 (+9%)
Value$5.0M (+$386.2K)
Filed 2026-10-08
WT Wealth Management
DECREASED
Shares74,704 from 80,532
Change-5,828 (-7%)
Value$4.9M (-$415.9K)
Filed 2026-10-13
Blue Trust, Inc.
INCREASED
Shares71,052 from 69,134
Change+1,918 (+3%)
Value$4.6M (+$93.8K)
Filed 2026-10-15
Oppenheimer & Co Inc
INCREASED
Shares60,825 from 59,745
Change+1,080 (+2%)
Value$4.0M (+$43.5K)
Filed 2026-10-26
Financial Guidance Group, Inc.
INCREASED
Shares59,894 from 53,521
Change+6,373 (+12%)
Value$3.9M (+$391.1K)
Filed 2026-10-21
Solutions 4 Wealth, Ltd
INCREASED
Shares59,219 from 48,494
Change+10,725 (+22%)
Value$3.9M (+$677.0K)
Filed 2026-11-03
Eagle Strategies LLC
INCREASED
Shares58,556 from 55,119
Change+3,437 (+6%)
Value$3.8M (+$199.2K)
Filed 2026-10-16
Stonebridge Financial Planning Group, LLC
DECREASED
Shares57,997 from 58,922
Change-925 (-2%)
Value$3.8M (-$86.8K)
Filed 2026-11-06
Concentrum Wealth Management
INCREASED
Shares57,846 from 51,810
Change+6,036 (+12%)
Value$3.8M (+$370.0K)
Filed 2026-11-09
Kestra Private Wealth Services, LLC
DECREASED
Shares55,518 from 69,116
Change-13,598 (-20%)
Value$3.6M (-$917.2K)
Filed 2026-11-06
Capital Advisors, Ltd. LLC
INCREASED
Shares54,694 from 51,381
Change+3,313 (+6%)
Value$3.6M (+$3.6M)
Filed 2026-10-27
Moran Wealth Management, LLC
INCREASED
Shares53,830 from 47,004
Change+6,826 (+15%)
Value$3.5M (+$423.6K)
Filed 2026-10-22
Silverleafe Capital Partners, LLC
DECREASED
Shares52,319 from 64,832
Change-12,513 (-19%)
Value$3.4M (-$844.5K)
Filed 2026-10-02
HB Wealth Management, LLC
INCREASED
Shares52,070 from 42,783
Change+9,287 (+22%)
Value$3.4M (+$585.9K)
Filed 2026-10-23
Independent Financial Group, LLC
DECREASED
Shares49,521 from 63,073
Change-13,552 (-21%)
Value$3.2M (-$911.4K)
Filed 2026-10-13
Financial Enhancement Group LLC
INCREASED
Shares48,608 from 44,533
Change+4,075 (+9%)
Value$3.2M (+$318.9K)
Filed 2026-10-08
Great Diamond Partners, LLC
INCREASED
Shares47,809 from 46,389
Change+1,420 (+3%)
Value$3.1M (+$71.7K)
Filed 2026-10-13
Barclays PLC
INCREASED
Shares47,466 from 36,916
Change+10,550 (+29%)
Value$3.1M (+$670.8K)
Filed 2026-11-06
MGO One Seven LLC
DECREASED
Shares45,920 from 71,818
Change-25,898 (-36%)
Value$3.0M (-$1.7M)
Filed 2026-10-28
Dynamic Advisor Solutions LLC
INCREASED
Shares44,918 from 44,694
Change+224 (+1%)
Value$2.9M (-$5.5K)
Filed 2026-10-13
Clear Creek Financial Management, LLC
DECREASED
Shares44,475 from 48,655
Change-4,180 (-9%)
Value$2.9M (-$294.3K)
Filed 2026-10-28
WealthCare Investment Partners, LLC
INCREASED
Shares43,662 from 31,777
Change+11,885 (+37%)
Value$2.8M (+$760.1K)
Filed 2026-11-05
Fiduciary Alliance LLC
DECREASED
Shares43,131 from 56,196
Change-13,065 (-23%)
Value$2.8M (-$876.6K)
Filed 2026-10-13
RFG Advisory, LLC
INCREASED
Shares42,761 from 40,717
Change+2,044 (+5%)
Value$2.8M (+$114.9K)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
INCREASED
Shares42,052 from 31,686
Change+10,366 (+33%)
Value$2.7M (+$661.2K)
Filed 2026-10-16
Armstrong Advisory Group, Inc
DECREASED
Shares41,902 from 42,095
Change-193 (0%)
Value$2.7M (-$31.5K)
Filed 2026-10-09
Curran Financial Partners, LLC
INCREASED
Shares41,840 from 29,849
Change+11,991 (+40%)
Value$2.7M (+$767.9K)
Filed 2026-11-04
Harbour Investments, Inc.
INCREASED
Shares41,734 from 38,885
Change+2,849 (+7%)
Value$2.7M (+$168.1K)
Filed 2026-11-09
Prospera Financial Services Inc
INCREASED
Shares41,251 from 36,653
Change+4,598 (+13%)
Value$2.5M (+$76.0K)
Filed 2026-11-04
Grange Capital, LLC
INCREASED
Shares40,223 from 37,426
Change+2,797 (+7%)
Value$2.6M (+$165.4K)
Filed 2026-10-20
Archford Capital Strategies, LLC
DECREASED
Shares38,487 from 39,105
Change-618 (-2%)
Value$2.5M (-$57.9K)
Filed 2026-10-19
Perigon Wealth Management, LLC
DECREASED
Shares37,017 from 37,252
Change-235 (-1%)
Value$2.4M (-$32.1K)
Filed 2026-10-22
Victory Financial Group, LLC
INCREASED
Shares36,022 from 33,549
Change+2,473 (+7%)
Value$2.3M (+$146.1K)
Filed 2026-10-27
M Holdings Securities, Inc.
INCREASED
Shares35,518 from 34,944
Change+574 (+2%)
Value$2.2K (-$53)
Filed 2026-11-03
Geneos Wealth Management Inc.
INCREASED
Shares34,744 from 30,213
Change+4,531 (+15%)
Value$2.3M (+$281.6K)
Filed 2026-11-09
Axxcess Wealth Management, LLC
INCREASED
Shares34,290 from 30,344
Change+3,946 (+13%)
Value$2.2M (+$243.5K)
Filed 2026-10-21
Davenport & Co LLC
DECREASED
Shares34,069 from 34,203
Change-134 (0%)
Value$2.2M (-$24.1K)
Filed 2026-10-14
NWF Advisory Services Inc.
DECREASED
Shares32,994 from 33,039
Change-45 (0%)
Value$2.1M (-$17.8K)
Filed 2026-10-19
Csenge Advisory Group
DECREASED
Shares32,599 from 37,339
Change-4,740 (-13%)
Value$2.1M (-$325.7K)
Filed 2026-11-04
American Institute for Advanced Investment Management, LLP
INCREASED
Shares32,247 from 31,042
Change+1,205 (+4%)
Value$2.1M (+$64.5K)
Filed 2026-11-03
Granite Group Advisors, LLC
INCREASED
Shares31,200 from 24,200
Change+7,000 (+29%)
Value$2.0M (+$445.2K)
Filed 2026-10-14
Accurate Wealth Management, LLC
INCREASED
Shares29,950 from 25,976
Change+3,974 (+15%)
Value$2.0M (+$324.3K)
Filed 2026-10-20
Essex LLC
DECREASED
Shares29,548 from 29,568
Change-20 (0%)
Value$1.9M (-$14.6K)
Filed 2026-10-14
Antonelli Financial Advisors, LLC
DECREASED
Shares29,519 from 32,404
Change-2,885 (-9%)
Value$1.9M (-$202.0K)
Filed 2026-10-13
James Reed Financial Services, Inc.
DECREASED
Shares29,190 from 29,483
Change-293 (-1%)
Value$1.9M (-$32.4K)
Filed 2026-10-26
Obsidian CIO, LLC
INCREASED
Shares28,628 from 21,156
Change+7,472 (+35%)
Value$1.9M (+$477.4K)
Filed 2026-11-05
Truist Financial Corp
DECREASED
Shares28,145 from 31,837
Change-3,692 (-12%)
Value$1.8M (-$254.9K)
Filed 2026-10-30
Silver OAK Securities, Incorporated
INCREASED
Shares27,375 from 23,018
Change+4,357 (+19%)
Value$1.6M (+$47.2K)
Filed 2026-11-09
Certuity, LLC
INCREASED
Shares26,794 from 25,320
Change+1,474 (+6%)
Value$1.7M (+$84.7K)
Filed 2026-11-02
Carret Asset Management, LLC
DECREASED
Shares26,308 from 26,963
Change-655 (-2%)
Value$1.7M (-$54.8K)
Filed 2026-11-04
Fortis Group Advisors, LLC
NEW
Shares26,175
Change+26,175
Value$1.6M
Filed 2026-11-06
James J. Burns & Company, LLC
INCREASED
Shares25,727 from 24,611
Change+1,116 (+5%)
Value$1.7M (+$61.7K)
Filed 2026-10-22
Acropolis Investment Management, LLC
DECREASED
Shares25,390 from 27,676
Change-2,286 (-8%)
Value$1.7M (-$161.4K)
Filed 2026-10-08
Endowment Wealth Management, Inc.
INCREASED
Shares24,939 from 20,540
Change+4,399 (+21%)
Value$1.6M (+$277.4K)
Filed 2026-11-03
Summit Financial Wealth Advisors, LLC
DECREASED
Shares24,770 from 34,870
Change-10,100 (-29%)
Value$1.6M (-$673.8K)
Filed 2026-10-15
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares23,484 from 22,944
Change+540 (+2%)
Value$1.6M (+$60.3K)
Filed 2026-10-20
Relyea Zuckerberg Hanson LLC
UNCHANGED
Shares22,980 from 22,980
Change0 (0%)
Value$1.5M (-$10.3K)
Filed 2026-10-20
SteelPeak Wealth, LLC
UNCHANGED
Shares22,660 from 22,660
Change0 (0%)
Value$1.5M (-$10.2K)
Filed 2026-10-16
Mayfair Advisory Group, LLC
INCREASED
Shares22,224 from 18,999
Change+3,225 (+17%)
Value$1.4M (+$346.6K)
Filed 2026-10-20
Apollon Wealth Management, LLC
DECREASED
Shares22,205 from 23,270
Change-1,065 (-5%)
Value$1.4M (-$79.9K)
Filed 2026-10-23
SAX Wealth Advisors, LLC
INCREASED
Shares22,142 from 13,672
Change+8,470 (+62%)
Value$1.4M (+$804.7K)
Filed 2026-10-13
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares21,893 from 21,742
Change+151 (+1%)
Value$1.4M (+$56)
Filed 2026-10-14
Lanark Financial, Inc.
DECREASED
Shares21,892 from 25,983
Change-4,091 (-16%)
Value$1.4M (-$278.3K)
Filed 2026-10-26
Kane Investment Management, Inc.
INCREASED
Shares21,744 from 21,239
Change+505 (+2%)
Value$1.4M (+$23.3K)
Filed 2026-11-09
Nations Financial Group Inc,
INCREASED
Shares21,253 from 20,586
Change+667 (+3%)
Value$1.4M (+$34.2K)
Filed 2026-11-05
Valen Private Capital, LLC
NEW
Shares21,112
Change+21,112
Value$1.4M
Filed 2026-10-23
ARQ Wealth Advisors, LLC
INCREASED
Shares20,599 from 19,377
Change+1,222 (+6%)
Value$1.3M (+$176.9K)
Filed 2026-10-29
NTV Asset Management LLC
NEW
Shares20,220
Change+20,220
Value$1.3M
Filed 2026-10-23
Sigma Planning Corp
DECREASED
Shares20,171 from 30,982
Change-10,811 (-35%)
Value$1.3M (-$718.4K)
Filed 2026-10-23
Prime Capital Investment Advisors, LLC
DECREASED
Shares19,819 from 20,457
Change-638 (-3%)
Value$1.3M (-$50.8K)
Filed 2026-10-20
Soltis Investment Advisors LLC
INCREASED
Shares19,727 from 17,214
Change+2,513 (+15%)
Value$1.3M (+$156.0K)
Filed 2026-10-28
Western Wealth Management, LLC
DECREASED
Shares19,696 from 21,202
Change-1,506 (-7%)
Value$1.3M (-$107.7K)
Filed 2026-11-09
PFG Advisors
INCREASED
Shares19,436 from 18,674
Change+762 (+4%)
Value$1.3M (+$41.3K)
Filed 2026-10-16
IFP Advisors, Inc
INCREASED
Shares19,361 from 19,306
Change+55 (+0%)
Value$1.3M (-$5.1K)
Filed 2026-10-16
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares19,021 from 11,959
Change+7,062 (+59%)
Value$1.2M (+$454.8K)
Filed 2026-10-16
Atticus Wealth Management, LLC
INCREASED
Shares18,773 from 18,022
Change+751 (+4%)
Value$1.2M (+$40.8K)
Filed 2026-10-20
Westside Investment Management, Inc.
INCREASED
Shares18,619 from 7,879
Change+10,740 (+136%)
Value$1.2M (+$698.3K)
Filed 2026-11-02
Elevation Point Wealth Partners, LLC
INCREASED
Shares18,310 from 17,203
Change+1,107 (+6%)
Value$1.2M (+$64.4K)
Filed 2026-11-05
Elyxium Wealth, LLC
UNCHANGED
Shares17,973 from 17,973
Change0 (0%)
Value$1.2M (-$8.1K)
Filed 2026-10-27
Magnus Financial Group LLC
INCREASED
Shares17,528 from 17,478
Change+50 (+0%)
Value$1.1M (-$4.6K)
Filed 2026-10-21
Fifth Third Bancorp
DECREASED
Shares17,411 from 18,111
Change-700 (-4%)
Value$1.1M (-$53.8K)
Filed 2026-11-05
SBI Securities Co., Ltd.
DECREASED
Shares17,283 from 18,305
Change-1,022 (-6%)
Value$1.1M (-$74.8K)
Filed 2026-10-22
Valmark Advisers, Inc.
INCREASED
Shares17,144 from 15,976
Change+1,168 (+7%)
Value$1.1M (+$68.9K)
Filed 2026-11-06
BOS Asset Management, LLC
DECREASED
Shares17,039 from 17,040
Change-1 (0%)
Value$1.1M (-$7.7K)
Filed 2026-10-09
SFI Advisors, LLC
DECREASED
Shares16,772 from 16,899
Change-127 (-1%)
Value$1.1M (-$15.9K)
Filed 2026-10-30
Virginia Estate & Retirement Planning Advisors Inc.
NEW
Shares16,755
Change+16,755
Value$1.1M
Filed 2026-10-14
David J Yvars Group
DECREASED
Shares16,660 from 17,455
Change-795 (-5%)
Value$1.1M (-$59.7K)
Filed 2026-10-09
Vectors Research Management, LLC
INCREASED
Shares16,438 from 8,970
Change+7,468 (+83%)
Value$1.1M (+$482.6K)
Filed 2026-11-09
Vontobel Holding Ltd.
DECREASED
Shares16,330 from 24,740
Change-8,410 (-34%)
Value$1.1M (-$559.1K)
Filed 2026-10-16
Avidian Wealth Enterprises, LLC
INCREASED
Shares16,160 from 14,489
Change+1,671 (+12%)
Value$1.1M (+$102.4K)
Filed 2026-10-08
Golden State Wealth Management, LLC
DECREASED
Shares16,090 from 28,042
Change-11,952 (-43%)
Value$1.0M (-$791.4K)
Filed 2026-11-02
Aurora Private Wealth, Inc.
INCREASED
Shares15,885 from 15,880
Change+5 (+0%)
Value$1.0M (-$7.0K)
Filed 2026-10-20
Somerset Trust Co
INCREASED
Shares15,843 from 15,068
Change+775 (+5%)
Value$1.0M (+$43.7K)
Filed 2026-10-13
Silver Grove Financial Group, Inc.
INCREASED
Shares15,773 from 6,989
Change+8,784 (+126%)
Value$1.0M (+$569.2K)
Filed 2026-11-05
Krilogy Financial LLC
DECREASED
Shares15,710 from 18,355
Change-2,645 (-14%)
Value$1.0M (-$168.7K)
Filed 2026-10-13
Roof Eidam Maycock Peralta, LLC
DECREASED
Shares15,648 from 16,068
Change-420 (-3%)
Value$1.0M (-$34.6K)
Filed 2026-10-15
Milestone Investment Advisors LLC
INCREASED
Shares15,549 from 15,436
Change+113 (+1%)
Value$1.0M (+$420)
Filed 2026-11-05
Paradigm, Strategies in Wealth Management, LLC
UNCHANGED
Shares15,212 from 15,212
Change0 (0%)
Value$991.2K (-$6.8K)
Filed 2026-10-16
Visionary Wealth Advisors
INCREASED
Shares15,209 from 13,993
Change+1,216 (+9%)
Value$991.0K (+$72.9K)
Filed 2026-11-04
Unique Wealth, LLC
DECREASED
Shares15,119 from 23,265
Change-8,146 (-35%)
Value$985.2K (-$541.3K)
Filed 2026-10-16
Kingsbury Capital Investment Advisors LLC
DECREASED
Shares14,937 from 16,180
Change-1,243 (-8%)
Value$973.3K (-$88.3K)
Filed 2026-10-20
Nwam LLC
INCREASED
Shares14,862 from 4,873
Change+9,989 (+205%)
Value$968.4K (+$648.7K)
Filed 2026-11-09
Kingswood Wealth Advisors, LLC
INCREASED
Shares14,784 from 9,450
Change+5,334 (+56%)
Value$963.3K (+$343.3K)
Filed 2026-10-23
Ashton Thomas Private Wealth, LLC
INCREASED
Shares14,748 from 14,705
Change+43 (+0%)
Value$961.0K (-$3.8K)
Filed 2026-11-03
Center For Asset Management LLC
INCREASED
Shares14,703 from 6,110
Change+8,593 (+141%)
Value$958.0K (+$557.2K)
Filed 2026-10-16
TSG Advice Partners, LLC
NEW
Shares14,700
Change+14,700
Value$964.4K
Filed 2026-10-29
Courier Capital LLC
INCREASED
Shares14,498 from 7,978
Change+6,520 (+82%)
Value$944.7K (+$421.3K)
Filed 2026-10-19
Integrated Advisors Network LLC
DECREASED
Shares14,233 from 26,030
Change-11,797 (-45%)
Value$927.4K (-$780.4K)
Filed 2026-10-20
Sunpointe, LLC
DECREASED
Shares14,066 from 14,548
Change-482 (-3%)
Value$916.5K (-$38.0K)
Filed 2026-10-22
Cyndeo Wealth Partners, LLC
INCREASED
Shares13,690 from 13,357
Change+333 (+2%)
Value$892.0K (+$15.7K)
Filed 2026-10-16
APS Management Group, Inc.
DECREASED
Shares13,652 from 18,964
Change-5,312 (-28%)
Value$889.6K (-$354.7K)
Filed 2026-10-14
Stonebridge Financial Group, LLC
INCREASED
Shares13,097 from 5,742
Change+7,355 (+128%)
Value$853.4K (+$476.6K)
Filed 2026-10-01
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares12,979 from 12,989
Change-10 (0%)
Value$845.8K (-$6.4K)
Filed 2026-10-14
AdvisorNet Financial, Inc
INCREASED
Shares12,648 from 10,462
Change+2,186 (+21%)
Value$808.7K (+$122.3K)
Filed 2026-10-15
WealthBridge Capital Management, LLC
INCREASED
Shares12,490 from 9,967
Change+2,523 (+25%)
Value$813.8K (+$159.9K)
Filed 2026-10-16
Harbor Investment Advisory, LLC
INCREASED
Shares12,400 from 12,200
Change+200 (+2%)
Value$808.0K (+$7.5K)
Filed 2026-10-13
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares12,330 from 12,020
Change+310 (+3%)
Value$803.4K (+$14.8K)
Filed 2026-10-28
Clark Wealth Partners
UNCHANGED
Shares12,265 from 12,265
Change0 (0%)
Value$799.2K (-$5.5K)
Filed 2026-10-19
Columbus Macro, LLC
INCREASED
Shares12,171 from 10,025
Change+2,146 (+21%)
Value$793.1K (+$135.3K)
Filed 2026-10-14
Dana Investment Advisors, Inc.
DECREASED
Shares12,158 from 12,185
Change-27 (0%)
Value$792.2K (-$7.2K)
Filed 2026-11-06
Wedbush Securities Inc
INCREASED
Shares12,021 from 10,991
Change+1,030 (+9%)
Value$783.0K (+$62.0K)
Filed 2026-10-22
Allworth Financial LP
UNCHANGED
Shares11,863 from 11,863
Change0 (0%)
Value$778.4K ($0)
Filed 2026-11-06
Fell Capital Management
DECREASED
Shares11,807 from 12,779
Change-972 (-8%)
Value$769.3K (-$69.1K)
Filed 2026-10-09
Sage Private Wealth Group, LLC
DECREASED
Shares11,508 from 12,536
Change-1,028 (-8%)
Value$749.9K (-$72.6K)
Filed 2026-10-21
Mission Financial Group, LLC
DECREASED
Shares11,439 from 12,453
Change-1,014 (-8%)
Value$745.4K (-$71.7K)
Filed 2026-10-21
Acorn Wealth Advisors, LLC
INCREASED
Shares11,194 from 10,886
Change+308 (+3%)
Value$729.4K (+$15.2K)
Filed 2026-10-19
Birinyi Associates Inc
UNCHANGED
Shares11,048 from 11,048
Change0 (0%)
Value$720.0K (-$5.0K)
Filed 2026-10-28
Flagship Harbor Advisors, LLC
INCREASED
Shares11,042 from 10,312
Change+730 (+7%)
Value$719.5K (+$42.9K)
Filed 2026-10-26
IFG Advisory, LLC
INCREASED
Shares10,961 from 9,362
Change+1,599 (+17%)
Value$714.2K (+$100.0K)
Filed 2026-11-09
Parallel Advisors, LLC
INCREASED
Shares10,895 from 10,094
Change+801 (+8%)
Value$709.9K (+$47.6K)
Filed 2026-11-03
Willner & Heller, LLC
UNCHANGED
Shares10,887 from 10,887
Change0 (0%)
Value$709.4K (-$4.9K)
Filed 2026-10-28
Modera Wealth Management, LLC
INCREASED
Shares10,865 from 10,765
Change+100 (+1%)
Value$708.0K (+$1.7K)
Filed 2026-10-28
First Horizon Corp
UNCHANGED
Shares10,826 from 10,826
Change0 (0%)
Value$705.4K (-$4.9K)
Filed 2026-10-26
Salem Investment Counselors Inc
INCREASED
Shares10,681 from 9,551
Change+1,130 (+12%)
Value$696.0K (+$69.3K)
Filed 2026-10-13
Wealthfront Advisers LLC
NEW
Shares10,665
Change+10,665
Value$694.9K
Filed 2026-11-09
Choreo, LLC
DECREASED
Shares10,558 from 10,758
Change-200 (-2%)
Value$688.0K (-$17.9K)
Filed 2026-10-28
Alhambra Investment Management LLC
DECREASED
Shares10,471 from 10,540
Change-69 (-1%)
Value$682.3K (-$9.2K)
Filed 2026-10-15
Clay Northam Wealth Management, LLC
INCREASED
Shares10,403 from 5,829
Change+4,574 (+78%)
Value$677.9K (+$295.4K)
Filed 2026-10-13
Brown Wealth Management, LLC
DECREASED
Shares10,379 from 99,007
Change-88,628 (-90%)
Value$676.3K (-$5.8M)
Filed 2026-10-20
Aafmaa Wealth Management & Trust LLC
DECREASED
Shares10,332 from 11,697
Change-1,365 (-12%)
Value$673.2K (-$94.2K)
Filed 2026-10-14
HBW Advisory Services LLC
DECREASED
Shares10,325 from 24,368
Change-14,043 (-58%)
Value$672.8K (-$926.0K)
Filed 2026-10-15
First International Bank of Israel Ltd.
INCREASED
Shares10,218 from 9,012
Change+1,206 (+13%)
Value$665.8K (+$74.5K)
Filed 2026-11-04
Larson Financial Group LLC
INCREASED
Shares10,170 from 9,953
Change+217 (+2%)
Value$662.7K (+$9.6K)
Filed 2026-11-05
Simplex Trading, LLC
INCREASED
Shares9,978 from 3,309
Change+6,669 (+202%)
Value$650.2K (+$433.1K)
Filed 2026-11-04
Sowell Financial Services LLC
DECREASED
Shares9,943 from 13,665
Change-3,722 (-27%)
Value$647.9K (-$248.7K)
Filed 2026-10-23
Flagstar Securities, Inc
INCREASED
Shares9,733 from 9,043
Change+690 (+8%)
Value$634.2K (+$40.9K)
Filed 2026-10-15
CX Institutional
UNCHANGED
Shares9,560 from 9,560
Change0 (0%)
Value$623.0K (+$622.4K)
Filed 2026-10-02
Sound Financial Strategies Group, LLC
DECREASED
Shares9,557 from 11,086
Change-1,529 (-14%)
Value$622.7K (-$104.6K)
Filed 2026-10-30
Calamos Wealth Management LLC
INCREASED
Shares9,516 from 9,067
Change+449 (+5%)
Value$620.1K (+$25.2K)
Filed 2026-11-02
Tranquility Partners, LLC
INCREASED
Shares9,300 from 7,400
Change+1,900 (+26%)
Value$606.0K (+$120.5K)
Filed 2026-10-20
Sovran Advisors, LLC
DECREASED
Shares9,171 from 11,701
Change-2,530 (-22%)
Value$577.2K (-$92.6K)
Filed 2026-11-02
Newport Capital Group, LLC
NEW
Shares8,981
Change+8,981
Value$572.3K
Filed 2026-10-16
Successful Portfolios LLC
INCREASED
Shares8,950 from 7,836
Change+1,114 (+14%)
Value$598.3K (+$101.0K)
Filed 2026-10-09
StoneX Group Inc.
INCREASED
Shares8,814 from 4,156
Change+4,658 (+112%)
Value$545.8K (+$275.9K)
Filed 2026-11-03
Fortune Financial Group, Inc.
DECREASED
Shares8,401 from 8,544
Change-143 (-2%)
Value$547.4K (-$13.2K)
Filed 2026-10-22
Financial Freedom, LLC
INCREASED
Shares8,333 from 8,256
Change+77 (+1%)
Value$542.9K (+$1.2K)
Filed 2026-11-06
Core Wealth Partners LLC
UNCHANGED
Shares8,294 from 8,294
Change0 (0%)
Value$540.5K (-$3.7K)
Filed 2026-11-02
Savant Capital, LLC
INCREASED
Shares8,262 from 6,492
Change+1,770 (+27%)
Value$538.4K (+$114.9K)
Filed 2026-11-06
Vise Technologies, Inc.
DECREASED
Shares8,142 from 8,765
Change-623 (-7%)
Value$530.5K (-$44.5K)
Filed 2026-10-29
Integrity Alliance, Llc.
INCREASED
Shares8,137 from 7,519
Change+618 (+8%)
Value$530.3K (+$36.9K)
Filed 2026-10-29
Spire Wealth Management
DECREASED
Shares8,121 from 8,196
Change-75 (-1%)
Value$529.2K (-$8.6K)
Filed 2026-10-30
Anchyra Partners LLC
NEW
Shares8,082
Change+8,082
Value$526.6K
Filed 2026-10-13
Leavell Investment Management, Inc.
DECREASED
Shares7,845 from 7,897
Change-52 (-1%)
Value$511.2K (-$6.9K)
Filed 2026-11-09
Conservest Capital Advisors, Inc.
INCREASED
Shares7,829 from 7,044
Change+785 (+11%)
Value$510.1K (+$48.0K)
Filed 2026-11-09
Avestar Capital, LLC
DECREASED
Shares7,770 from 8,170
Change-400 (-5%)
Value$506.3K (-$29.7K)
Filed 2026-10-28
Lotus Asset Management LLC
UNCHANGED
Shares7,701 from 7,701
Change0 (0%)
Value$501.8K (-$3.5K)
Filed 2026-10-14
Mather Group, Llc.
INCREASED
Shares7,629 from 7,594
Change+35 (+0%)
Value$497.1K (-$1.1K)
Filed 2026-10-14
KMG Fiduciary Partners, LLC
DECREASED
Shares7,621 from 7,888
Change-267 (-3%)
Value$496.6K (-$20.9K)
Filed 2026-10-14
First Financial Group Corp
DECREASED
Shares7,545 from 7,550
Change-5 (0%)
Value$491.6K (-$3.7K)
Filed 2026-10-22
Comprehensive Financial Planning, Inc.
INCREASED
Shares7,378 from 7,296
Change+82 (+1%)
Value$480.8K (+$2.1K)
Filed 2026-10-27
Advisor OS, LLC
INCREASED
Shares7,350 from 6,656
Change+694 (+10%)
Value$478.9K (+$42.2K)
Filed 2026-11-03
Pinnacle Associates LTD
DECREASED
Shares7,315 from 7,475
Change-160 (-2%)
Value$476.6K (-$13.8K)
Filed 2026-10-20
Robertson Stephens Wealth Management, LLC
INCREASED
Shares7,182 from 7,174
Change+8 (+0%)
Value$468.0K (-$2.7K)
Filed 2026-10-16
VestGen Advisors, LLC
INCREASED
Shares7,168 from 6,793
Change+375 (+6%)
Value$467.1K (+$21.4K)
Filed 2026-10-27
Grantvest Financial Group LLC
DECREASED
Shares7,132 from 7,224
Change-92 (-1%)
Value$464.8K (-$9.2K)
Filed 2026-10-21
Daymark Wealth Partners, LLC
DECREASED
Shares7,126 from 7,860
Change-734 (-9%)
Value$464.3K (-$51.4K)
Filed 2026-11-04
Columbia Advisory Partners LLC
INCREASED
Shares7,081 from 6,676
Change+405 (+6%)
Value$461.4K (+$23.4K)
Filed 2026-10-15
Evanson Financial, LLC
UNCHANGED
Shares7,073 from 7,073
Change0 (0%)
Value$460.9K (-$3.2K)
Filed 2026-10-23
180 Wealth Advisors, LLC
NEW
Shares7,002
Change+7,002
Value$456.2K
Filed 2026-11-03
Adirondack Trust Co
DECREASED
Shares6,976 from 6,996
Change-20 (0%)
Value$454.5K (-$4.5K)
Filed 2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW
Shares6,894
Change+6,894
Value$449.2K
Filed 2026-10-27
Moneco Advisors, LLC
INCREASED
Shares6,856 from 6,157
Change+699 (+11%)
Value$446.8K (+$42.8K)
Filed 2026-11-05
Cascade Investment Group, Inc.
INCREASED
Shares6,827 from 6,365
Change+462 (+7%)
Value$444.8K (+$27.2K)
Filed 2026-10-13
Dudley Capital Management, LLC
DECREASED
Shares6,810 from 7,470
Change-660 (-9%)
Value$443.7K (-$46.4K)
Filed 2026-10-23
Compass Financial Services Inc
INCREASED
Shares6,778 from 6,678
Change+100 (+2%)
Value$441.7K (+$3.5K)
Filed 2026-11-06
AFG Fiduciary Services Limited Partnership
NEW
Shares6,655
Change+6,655
Value$438.2K
Filed 2026-10-21
Laurel OAK Wealth Management, LLC
UNCHANGED
Shares6,581 from 6,581
Change0 (0%)
Value$428.8K (-$3.0K)
Filed 2026-10-19
Merit Financial Group, LLC
DECREASED
Shares6,536 from 6,599
Change-63 (-1%)
Value$425.9K (-$7.1K)
Filed 2026-11-06
Heritage Investors Management Corp
DECREASED
Shares6,498 from 7,273
Change-775 (-11%)
Value$423.0K (-$54.0K)
Filed 2026-10-29
Citizens Financial Group Inc
DECREASED
Shares6,352 from 7,155
Change-803 (-11%)
Value$413.9K (-$55.5K)
Filed 2026-10-23
Twelve Points Wealth Management LLC
INCREASED
Shares6,349 from 6,079
Change+270 (+4%)
Value$381.8K (-$17.0K)
Filed 2026-11-03
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares6,349 from 6,081
Change+268 (+4%)
Value$413.7K (+$14.7K)
Filed 2026-10-29
Bank of New York Mellon Corp
INCREASED
Shares6,011 from 4,565
Change+1,446 (+32%)
Value$391.7K (+$92.2K)
Filed 2026-11-05
Sage Investment Advisers LLC
INCREASED
Shares5,941 from 5,659
Change+282 (+5%)
Value$387.1K (+$15.8K)
Filed 2026-10-21
TCI Wealth Advisors, Inc.
UNCHANGED
Shares5,919 from 5,919
Change0 (0%)
Value$385.7K (-$2.7K)
Filed 2026-10-30
Southland Equity Partners LLC
DECREASED
Shares5,904 from 6,181
Change-277 (-4%)
Value$384.7K (-$20.8K)
Filed 2026-10-14
Stone House Investment Management, LLC
INCREASED
Shares5,880 from 5,144
Change+736 (+14%)
Value$383.1K (+$45.6K)
Filed 2026-10-23
Sage Financial Group Inc
DECREASED
Shares5,866 from 6,248
Change-382 (-6%)
Value$382.2K (-$27.7K)
Filed 2026-10-27
United Advisor Group, LLC
INCREASED
Shares5,696 from 4,773
Change+923 (+19%)
Value$371.2K (+$58.0K)
Filed 2026-11-03
Bright Futures Wealth Management, Llc.
DECREASED
Shares5,682 from 6,129
Change-447 (-7%)
Value$370.3K (-$31.9K)
Filed 2026-10-23
Sagespring Wealth Partners, LLC
INCREASED
Shares5,675 from 5,640
Change+35 (+1%)
Value$369.8K (-$258)
Filed 2026-10-22
Greenleaf Trust
UNCHANGED
Shares5,611 from 5,611
Change0 (0%)
Value$365.6K (-$2.5K)
Filed 2026-10-29
Richmond Investment Services, LLC
INCREASED
Shares5,532 from 5,447
Change+85 (+2%)
Value$360.5K (+$3.1K)
Filed 2026-10-29
Morton Capital Management LLC
UNCHANGED
Shares5,494 from 5,494
Change0 (0%)
Value$358.0K (-$2.5K)
Filed 2026-10-23
B&D White Capital Company, LLC
UNCHANGED
Shares5,479 from 5,479
Change0 (0%)
Value$357.0K (-$2.5K)
Filed 2026-11-02
Creative Financial Designs Inc
DECREASED
Shares5,421 from 8,484
Change-3,063 (-36%)
Value$353.3K (-$203.4K)
Filed 2026-11-04
CoreCap Advisors, LLC
DECREASED
Shares5,407 from 5,826
Change-419 (-7%)
Value$352.3K (-$29.9K)
Filed 2026-10-08
Walser Wealth Management Company, A Ltd Liability Co
DECREASED
Shares5,379 from 5,585
Change-206 (-4%)
Value$350.5K (-$15.9K)
Filed 2026-10-15
Fragasso Financial Advisors Inc
NEW
Shares5,353
Change+5,353
Value$356.5K
Filed 2026-10-13
Discipline Wealth Solutions, LLC
INCREASED
Shares5,326 from 5,302
Change+24 (+0%)
Value$347.0K (-$822)
Filed 2026-10-14
Y.D. More Investments Ltd
DECREASED
Shares5,250 from 5,500
Change-250 (-5%)
Value$341.9K (-$18.7K)
Filed 2026-11-02
Bryn Mawr Trust Advisors, LLC
INCREASED
Shares5,241 from 5,087
Change+154 (+3%)
Value$341.5K (+$7.7K)
Filed 2026-11-04
Drive Wealth Management, LLC
INCREASED
Shares5,174 from 3,991
Change+1,183 (+30%)
Value$337.1K (+$75.2K)
Filed 2026-11-09
AtlasMark Financial, Inc
UNCHANGED
Shares5,156 from 5,156
Change0 (0%)
Value$336.0K (-$2.3K)
Filed 2026-10-13
Deutsche Bank Ag\
UNCHANGED
Shares5,071 from 5,071
Change0 (0%)
Value$330.4K (-$2.3K)
Filed 2026-11-06
World Equity Group, Inc.
DECREASED
Shares5,062 from 5,180
Change-118 (-2%)
Value$329.9K (-$10.0K)
Filed 2026-10-14
Signature Estate & Investment Advisors LLC
INCREASED
Shares5,004 from 3,631
Change+1,373 (+38%)
Value$326.1K (+$87.8K)
Filed 2026-10-13
Joseph P. Lucia & Associates, LLC
DECREASED
Shares5,001 from 5,017
Change-16 (0%)
Value$325.9K (-$3.3K)
Filed 2026-10-30
FSM Wealth Advisors, LLC
INCREASED
Shares4,991 from 4,322
Change+669 (+15%)
Value$327.4K (+$43.8K)
Filed 2026-10-27
Retirement Planning Group, LLC
INCREASED
Shares4,983 from 4,125
Change+858 (+21%)
Value$324.7K (+$54.1K)
Filed 2026-10-19
Redw Wealth LLC
DECREASED
Shares4,982 from 5,185
Change-203 (-4%)
Value$324.6K (-$15.6K)
Filed 2026-11-02
Archvest Wealth Advisors, Inc.
UNCHANGED
Shares4,973 from 4,973
Change0 (0%)
Value$324.0K (-$2.2K)
Filed 2026-10-29
Romano Brothers and Company
NEW
Shares4,922
Change+4,922
Value$320.7K
Filed 2026-10-22
Griffin Asset Management, Inc.
UNCHANGED
Shares4,908 from 4,908
Change0 (0%)
Value$319.8K (-$2.2K)
Filed 2026-10-22
HMS Capital Management, LLC
DECREASED
Shares4,877 from 36,678
Change-31,801 (-87%)
Value$317.8K (-$2.1M)
Filed 2026-10-20
Tannin Capital LLC
DECREASED
Shares4,868 from 7,748
Change-2,880 (-37%)
Value$317.2K (-$191.1K)
Filed 2026-11-05
Cardinal Point Capital Management ULC
NEW
Shares4,851
Change+4,851
Value$316.1K
Filed 2026-10-21
Bison Wealth, LLC
DECREASED
Shares4,830 from 5,380
Change-550 (-10%)
Value$318.4K (-$25.1K)
Filed 2026-10-13
Sepio Capital, LP
INCREASED
Shares4,785 from 4,447
Change+338 (+8%)
Value$311.8K (+$20.0K)
Filed 2026-10-22
SeaCrest Wealth Management, LLC
INCREASED
Shares4,739 from 4,696
Change+43 (+1%)
Value$308.8K (+$719)
Filed 2026-10-21
First Heartland Consultants, Inc.
INCREASED
Shares4,732 from 4,415
Change+317 (+7%)
Value$308.3K (+$18.7K)
Filed 2026-10-08
Abundance Wealth Counselors
DECREASED
Shares4,695 from 6,756
Change-2,061 (-31%)
Value$305.9K (-$137.3K)
Filed 2026-10-26
MBA Advisors LLC
INCREASED
Shares4,694 from 3,431
Change+1,263 (+37%)
Value$305.9K (+$80.8K)
Filed 2026-10-29
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares4,495 from 4,495
Change0 (0%)
Value$292.9K (-$2.0K)
Filed 2026-11-04
Winthrop Advisory Group LLC
INCREASED
Shares4,486 from 3,052
Change+1,434 (+47%)
Value$292.3K (+$92.1K)
Filed 2026-10-22
BIP Wealth, LLC
NEW
Shares4,442
Change+4,442
Value$289.4K
Filed 2026-10-22
Capital Investment Advisory Services, LLC
INCREASED
Shares4,442 from 4,132
Change+310 (+8%)
Value$289.3K (+$18.2K)
Filed 2026-10-30
Integras Partners LLC
DECREASED
Shares4,430 from 5,593
Change-1,163 (-21%)
Value$288.7K (-$78.3K)
Filed 2026-10-30
IFC & Insurance Marketing, Inc.
INCREASED
Shares4,385 from 4,110
Change+275 (+7%)
Value$285.7K (+$16.1K)
Filed 2026-10-16
Valeo Financial Advisors, LLC
UNCHANGED
Shares4,357 from 4,357
Change0 (0%)
Value$283.9K (-$2.0K)
Filed 2026-10-08
EverSource Wealth Advisors, LLC
INCREASED
Shares4,306 from 3,253
Change+1,053 (+32%)
Value$280.6K (+$67.2K)
Filed 2026-11-04
Clark Asset Management, LLC
UNCHANGED
Shares4,254 from 4,254
Change0 (0%)
Value$277.2K (-$1.9K)
Filed 2026-10-19
Atlas Private Wealth Advisors
UNCHANGED
Shares4,177 from 4,177
Change0 (0%)
Value$272.2K (-$1.9K)
Filed 2026-10-23
Occidental Asset Management, LLC
INCREASED
Shares4,167 from 4,161
Change+6 (+0%)
Value$271.6K (-$1.5K)
Filed 2026-11-05
Arlington Trust Co LLC
UNCHANGED
Shares4,070 from 4,070
Change0 (0%)
Value$265.2K (-$1.8K)
Filed 2026-10-20
Harbor Asset Planning, Inc.
UNCHANGED
Shares4,066 from 4,066
Change0 (0%)
Value$265.0K (-$1.8K)
Filed 2026-10-23
Diversify Advisory Services, LLC
NEW
Shares4,036
Change+4,036
Value$258.7K
Filed 2026-10-20
Diversify Wealth Management, LLC
NEW
Shares4,036
Change+4,036
Value$258.7K
Filed 2026-10-20
Aaron Wealth Advisors LLC
UNCHANGED
Shares4,015 from 4,015
Change0 (0%)
Value$261.6K (-$1.8K)
Filed 2026-10-13
South Shore Capital Advisors
NEW
Shares4,000
Change+4,000
Value$260.6K
Filed 2026-10-20
Wealth Dimensions Group, Ltd.
UNCHANGED
Shares3,946 from 3,946
Change0 (0%)
Value$257.1K (-$1.8K)
Filed 2026-11-02
Sollinda Capital Management LLC
DECREASED
Shares3,924 from 4,024
Change-100 (-2%)
Value$255.7K (-$8.3K)
Filed 2026-11-09
Forvis Mazars Wealth Advisors, LLC
UNCHANGED
Shares3,906 from 3,906
Change0 (0%)
Value$254.5K (-$1.8K)
Filed 2026-10-13
Newman Dignan & Sheerar, Inc.
UNCHANGED
Shares3,870 from 3,870
Change0 (0%)
Value$252.1K (-$1.7K)
Filed 2026-10-21
Fortis Capital Advisors, LLC
DECREASED
Shares3,855 from 4,703
Change-848 (-18%)
Value$251.2K (-$57.3K)
Filed 2026-11-09
Aureum Wealth Management, LLC
INCREASED
Shares3,839 from 3,094
Change+745 (+24%)
Value$250.1K (+$47.2K)
Filed 2026-10-15
Madrid Wealth Management, LLC
UNCHANGED
Shares3,827 from 3,827
Change0 (0%)
Value$249.4K (-$1.7K)
Filed 2026-10-23
Koshinski Asset Management, Inc.
DECREASED
Shares3,762 from 4,423
Change-661 (-15%)
Value$245.1K (-$45.1K)
Filed 2026-10-29
Florida Financial Advisors, LLC
INCREASED
Shares3,751 from 3,346
Change+405 (+12%)
Value$244.4K (+$24.9K)
Filed 2026-11-09
Beacon Financial Advisory LLC
DECREASED
Shares3,720 from 3,798
Change-78 (-2%)
Value$242.4K (-$6.8K)
Filed 2026-10-16
Brighton Jones LLC
INCREASED
Shares3,690 from 3,478
Change+212 (+6%)
Value$240.5K (+$12.3K)
Filed 2026-11-03
Cape Investment Advisory, Inc.
INCREASED
Shares3,687 from 2,518
Change+1,169 (+46%)
Value$240.2K (+$75.0K)
Filed 2026-10-13
Fortitude Advisory Group L.L.C.
INCREASED
Shares3,672 from 3,665
Change+7 (+0%)
Value$239.3K (-$1.2K)
Filed 2026-10-15
GenWealth Group, Inc.
INCREASED
Shares3,642 from 3,331
Change+311 (+9%)
Value$237.3K (+$18.8K)
Filed 2026-10-16
Range Financial Group LLC
UNCHANGED
Shares3,606 from 3,606
Change0 (0%)
Value$235.0K (-$1.6K)
Filed 2026-10-21
Meridian Wealth Management, LLC
INCREASED
Shares3,563 from 3,559
Change+4 (+0%)
Value$232.1K (-$1.3K)
Filed 2026-11-05
Beacon Financial Group
INCREASED
Shares3,534 from 3,511
Change+23 (+1%)
Value$230.3K (-$82)
Filed 2026-10-19
KCM Investment Advisors LLC
NEW
Shares3,520
Change+3,520
Value$229.4K
Filed 2026-10-27
Trifecta Capital Advisors, LLC
UNCHANGED
Shares3,480 from 3,480
Change0 (0%)
Value$226.8K (-$1.6K)
Filed 2026-10-21
Keystone Wealth Services, LLC
UNCHANGED
Shares3,477 from 3,477
Change0 (0%)
Value$226.2K (-$1.9K)
Filed 2026-11-03
PKS Advisory Services, LLC
UNCHANGED
Shares3,457 from 3,457
Change0 (0%)
Value$226.8K ($0)
Filed 2026-10-26
Signature Wealth Management Partners, LLC
NEW
Shares3,450
Change+3,450
Value$224.8K
Filed 2026-10-21
Independence Wealth Advisors, LLC
UNCHANGED
Shares3,442 from 3,442
Change0 (0%)
Value$224.3K (-$1.5K)
Filed 2026-10-29
Ascentis Independent Advisors
NEW
Shares3,384
Change+3,384
Value$220.5K
Filed 2026-11-03
Carter Financial Group, Inc.
UNCHANGED
Shares3,370 from 3,370
Change0 (0%)
Value$219.6K (-$1.5K)
Filed 2026-10-21
Avior Wealth Management, LLC
NEW
Shares3,353
Change+3,353
Value$218.5K
Filed 2026-10-13
Carlson Financial, Inc.
NEW
Shares3,348
Change+3,348
Value$218.2K
Filed 2026-11-05
RDA Financial Network
UNCHANGED
Shares3,337 from 3,337
Change0 (0%)
Value$217.4K (-$1.5K)
Filed 2026-10-15
Private Client Services, LLC
NEW
Shares3,329
Change+3,329
Value$216.9K
Filed 2026-10-02
Sherman Wealth Management LLC
INCREASED
Shares3,316 from 3,278
Change+38 (+1%)
Value$216.1K (+$1.0K)
Filed 2026-10-16
Advisory Solutions Group, LLC
UNCHANGED
Shares3,309 from 3,309
Change0 (0%)
Value$215.6K (-$1.5K)
Filed 2026-10-14
Financial Advisory Corp
UNCHANGED
Shares3,292 from 3,292
Change0 (0%)
Value$214.5K (-$1.5K)
Filed 2026-10-14
Simplicity Wealth,LLC
NEW
Shares3,258
Change+3,258
Value$212.3K
Filed 2026-10-23
Entrewealth, LLC
NEW
Shares3,177
Change+3,177
Value$207.0K
Filed 2026-10-14
Matauro, LLC
UNCHANGED
Shares3,152 from 3,152
Change0 (0%)
Value$205.4K (-$1.4K)
Filed 2026-11-03
Avaii Wealth Management, LLC
INCREASED
Shares3,108 from 3,082
Change+26 (+1%)
Value$205.9K (+$3.6K)
Filed 2026-10-09
Elevation Wealth Partners, LLC
DECREASED
Shares3,106 from 3,179
Change-73 (-2%)
Value$202.4K (-$6.2K)
Filed 2026-10-07
RMR Wealth Builders
DECREASED
Shares3,090 from 3,115
Change-25 (-1%)
Value$201.3K (-$3.0K)
Filed 2026-10-22
Sloy Dahl & Holst, LLC
UNCHANGED
Shares3,080 from 3,080
Change0 (0%)
Value$200.7K (-$1.4K)
Filed 2026-10-14
Equity Wealth Partners, LLC
DECREASED
Shares3,075 from 3,086
Change-11 (0%)
Value$200.4K (-$2.1K)
Filed 2026-10-26
Transce3nd, LLC
NEW
Shares2,709
Change+2,709
Value$173.4K
Filed 2026-10-26
Root Financial Partners, LLC
NEW
Shares2,526
Change+2,526
Value$164.6K
Filed 2026-10-21
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares2,460 from 2,460
Change0 (0%)
Value$141.0K ($0)
Filed 2026-11-04
Rossby Financial, LCC
INCREASED
Shares2,368 from 1,527
Change+841 (+55%)
Value$154.3K (+$54.1K)
Filed 2026-11-05
GK Wealth Management LLC
DECREASED
Shares2,313 from 3,469
Change-1,156 (-33%)
Value$150.8K (-$76.9K)
Filed 2026-10-09
Manchester Capital Management LLC
UNCHANGED
Shares2,225 from 2,225
Change0 (0%)
Value$145.0K (-$1.0K)
Filed 2026-10-22
Private Trust Co NA
INCREASED
Shares2,114 from 624
Change+1,490 (+239%)
Value$137.7K (+$96.8K)
Filed 2026-10-20
Jnba Financial Advisors
DECREASED
Shares2,082 from 19,639
Change-17,557 (-89%)
Value$135.7K (-$1.2M)
Filed 2026-11-03
Networth Advisors, LLC
UNCHANGED
Shares1,985 from 1,985
Change0 (0%)
Value$129.3K (-$892)
Filed 2026-11-03
First Pacific Financial
UNCHANGED
Shares1,952 from 1,952
Change0 (0%)
Value$127.2K (-$877)
Filed 2026-10-14
Eukles Asset Management
UNCHANGED
Shares1,656 from 1,656
Change0 (0%)
Value$107.9K (-$745)
Filed 2026-11-04
North Star Investment Management Corp.
INCREASED
Shares1,501 from 1,461
Change+40 (+3%)
Value$97.8K (+$1.9K)
Filed 2026-10-27
Signature Equity Partners, LLC
INCREASED
Shares1,491 from 930
Change+561 (+60%)
Value$97.2K (+$36.1K)
Filed 2026-10-29
Ulland Investment Advisors, LLC
UNCHANGED
Shares1,450 from 1,450
Change0 (0%)
Value$94.0K (+$93.9K)
Filed 2026-10-13
Collier Financial
UNCHANGED
Shares1,439 from 1,439
Change0 (0%)
Value$93.8K (-$648)
Filed 2026-11-06
Go Invest LLC
INCREASED
Shares1,396 from 1,334
Change+62 (+5%)
Value$90.9K (+$3.4K)
Filed 2026-10-09
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares1,367 from 1,367
Change0 (0%)
Value$89.1K (-$615)
Filed 2026-10-23
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares1,265 from 1,465
Change-200 (-14%)
Value$82.4K (-$13.7K)
Filed 2026-10-14
Dorato Capital Management
DECREASED
Shares1,258 from 1,426
Change-168 (-12%)
Value$83.9K (-$6.6K)
Filed 2026-10-08
Archer Investment Corp
UNCHANGED
Shares1,236 from 1,236
Change0 (0%)
Value$80.5K (-$556)
Filed 2026-11-05
Evolution Wealth Management Inc.
UNCHANGED
Shares1,210 from 1,210
Change0 (0%)
Value$78.8K (-$544)
Filed 2026-10-28
Steph & Co
UNCHANGED
Shares1,150 from 1,150
Change0 (0%)
Value$74.9K (-$518)
Filed 2026-10-07
Belvedere Trading LLC
NEW
Shares1,102
Change+1,102
Value$71.8K
Filed 2026-11-05
Compass Financial Management LLC
UNCHANGED
Shares1,072 from 1,072
Change0 (0%)
Value$69.9K (+$1.2K)
Filed 2026-10-30
Strive Financial Group,LLC
NEW
Shares1,000
Change+1,000
Value$65.2K
Filed 2026-11-09
Murphy & Mullick Capital Management Corp
INCREASED
Shares925 from 775
Change+150 (+19%)
Value$60.3K (+$9.4K)
Filed 2026-11-02
Hurley Capital, LLC
DECREASED
Shares796 from 797
Change-1 (0%)
Value$51.9K (-$358)
Filed 2026-11-05
Clearstead Advisors, LLC
INCREASED
Shares782 from 609
Change+173 (+28%)
Value$51.0K (+$11.0K)
Filed 2026-11-06
US Bancorp \de\
DECREASED
Shares756 from 1,464
Change-708 (-48%)
Value$49.3K (-$46.8K)
Filed 2026-11-05
PlanVest Financial, Inc
UNCHANGED
Shares715 from 715
Change0 (0%)
Value$46.6K (-$321)
Filed 2026-11-09
Evermay Wealth Management LLC
DECREASED
Shares695 from 780
Change-85 (-11%)
Value$45.3K (-$5.9K)
Filed 2026-11-05
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares631 from 631
Change0 (0%)
Value$41.1K (-$284)
Filed 2026-11-02
10Elms LLP
INCREASED
Shares626 from 423
Change+203 (+48%)
Value$40.8K (+$13.0K)
Filed 2026-11-06
First Community Trust NA
UNCHANGED
Shares615 from 615
Change0 (0%)
Value$40.1K (-$277)
Filed 2026-10-07
Nemes Rush Group LLC
UNCHANGED
Shares604 from 604
Change0 (0%)
Value$39.3K (-$271)
Filed 2026-11-04
Ashton Thomas Securities, LLC
NEW
Shares536
Change+536
Value$34.9K
Filed 2026-10-26
Hantz Financial Services, Inc.
UNCHANGED
Shares513 from 513
Change0 (0%)
Value$33 (-$1)
Filed 2026-11-09
Gen-Wealth Partners Inc
UNCHANGED
Shares511 from 511
Change0 (0%)
Value$33.3K (-$230)
Filed 2026-11-04
Nfsg Corp
NEW
Shares500
Change+500
Value$32.6K
Filed 2026-10-15
Rakuten Securities, Inc.
DECREASED
Shares495 from 763
Change-268 (-35%)
Value$32.3K (-$17.8K)
Filed 2026-11-02
Motco
NEW
Shares483
Change+483
Value$31.5K
Filed 2026-11-09
Nvwm, LLC
UNCHANGED
Shares468 from 468
Change0 (0%)
Value$30.5K (-$210)
Filed 2026-10-14
Montgomery Financial Services LLC
UNCHANGED
Shares454 from 454
Change0 (0%)
Value$29.6K (-$204)
Filed 2026-11-03
UMB Bank, n.a.
UNCHANGED
Shares452 from 452
Change0 (0%)
Value$29.5K (-$204)
Filed 2026-11-06
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares430 from 430
Change0 (0%)
Value$28.0K (-$193)
Filed 2026-10-27
PFS Partners, LLC
UNCHANGED
Shares420 from 420
Change0 (0%)
Value$27.4K (-$189)
Filed 2026-10-21
Vermillion Wealth Management, Inc.
DECREASED
Shares411 from 427
Change-16 (-4%)
Value$26.8K (-$1.2K)
Filed 2026-10-26
Financial Consulate, Inc
UNCHANGED
Shares407 from 407
Change0 (0%)
Value$26.5K (-$183)
Filed 2026-10-23
Roble, Belko & Company, Inc
UNCHANGED
Shares407 from 407
Change0 (0%)
Value$27 ($0)
Filed 2026-11-09
Latitude Advisors, LLC
NEW
Shares380
Change+380
Value$24.8K
Filed 2026-10-27
William Mack & Associates, Inc.
NEW
Shares375
Change+375
Value$24.4K
Filed 2026-10-27
Winthrop Capital Management, LLC
UNCHANGED
Shares373 from 373
Change0 (0%)
Value$24.3K (+$24.3K)
Filed 2026-11-05
Meriwether Wealth & Planning, LLC
NEW
Shares358
Change+358
Value$23.3K
Filed 2026-10-13
Parkside Financial Bank & Trust
UNCHANGED
Shares345 from 345
Change0 (0%)
Value$22.5K (-$155)
Filed 2026-10-27
Chilton Capital Management LLC
UNCHANGED
Shares344 from 344
Change0 (0%)
Value$22.4K (-$154)
Filed 2026-10-28
Berbice Capital Management LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$19.5K (-$135)
Filed 2026-10-13
Triumph Capital Management
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$19.5K (-$135)
Filed 2026-10-14
Jacobi Capital Management LLC
NEW
Shares284
Change+284
Value$18.5K
Filed 2026-11-05
Country Trust Bank
UNCHANGED
Shares266 from 266
Change0 (0%)
Value$17.3K (-$119)
Filed 2026-10-30
Smithfield Trust Co
UNCHANGED
Shares232 from 232
Change0 (0%)
Value$15.0K (+$15.0K)
Filed 2026-11-09
Tompkins Financial Corp
UNCHANGED
Shares229 from 229
Change0 (0%)
Value$14.9K (-$103)
Filed 2026-10-05
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares211 from 211
Change0 (0%)
Value$13.7K (-$95)
Filed 2026-10-26
Cranbrook Wealth Management, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$13.0K (-$90)
Filed 2026-10-28
Hilltop National Bank
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$13.0K (-$90)
Filed 2026-10-14
Tsfg, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$13.0K ($0)
Filed 2026-10-23
Financial Management Professionals, Inc.
UNCHANGED
Shares198 from 198
Change0 (0%)
Value$12.9K (-$89)
Filed 2026-10-23
IMG Wealth Management, Inc.
DECREASED
Shares197 from 277
Change-80 (-29%)
Value$12.8K (-$5.3K)
Filed 2026-10-27
Bell Investment Advisors, Inc
UNCHANGED
Shares197 from 197
Change0 (0%)
Value$12.8K (-$89)
Filed 2026-10-29
CrossGen Wealth, LLC
NEW
Shares186
Change+186
Value$12.1K
Filed 2026-10-30
Darwin Wealth Management, LLC
DECREASED
Shares183 from 1,185
Change-1,002 (-85%)
Value$11.9K (-$65.8K)
Filed 2026-11-09
Sfam, LLC
INCREASED
Shares171 from 72
Change+99 (+138%)
Value$11.2K (+$6.4K)
Filed 2026-11-03
Signaturefd, LLC
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$11.1K (-$77)
Filed 2026-10-23
North Point Portfolio Managers Corp
NEW
Shares150
Change+150
Value$9.8K
Filed 2026-10-07
Aspect Partners, LLC
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$9.3K (-$64)
Filed 2026-10-20
Russell Investments Group, Ltd.
UNCHANGED
Shares141 from 141
Change0 (0%)
Value$9.2K (-$63)
Filed 2026-11-06
Granville Capital, Inc.
UNCHANGED
Shares122 from 122
Change0 (0%)
Value$8.0K (-$54)
Filed 2026-11-05
Abound Wealth Management
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$7.2K (-$50)
Filed 2026-10-26
Flagship Wealth Advisors, LLC
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$7.2K (-$49)
Filed 2026-11-03
Bessemer Group Inc
NEW
Shares100
Change+100
Value$7
Filed 2026-11-09
Nova Financial LLC
NEW
Shares100
Change+100
Value$6.5K
Filed 2026-11-04
First Command Advisory Services, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$6.5K (-$45)
Filed 2026-11-05
Physician Wealth Advisors, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$6.5K (-$45)
Filed 2026-10-20
Strategic Advocates LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$6.5K (-$45)
Filed 2026-11-03
Powell Investment Advisors, LLC
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$6.4K (-$44)
Filed 2026-10-22
Oakworth Capital, Inc.
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$5.9K (+$137)
Filed 2026-10-26
Morton Brown Family Wealth, LLC
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$4.2K (-$30)
Filed 2026-10-23
Montag A & Associates Inc
INCREASED
Shares60 from 55
Change+5 (+9%)
Value$3.9K (+$301)
Filed 2026-10-29
Ascentis Wealth Management, LLC
NEW
Shares53
Change+53
Value$3.5K
Filed 2026-11-03
Bangor Savings Bank
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$3.4K (-$24)
Filed 2026-10-06
N.E.W. Advisory Services LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$3.3K (-$23)
Filed 2026-11-09
Valley National Advisers Inc
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$2.9K (-$20)
Filed 2026-10-23
SJS Investment Consulting Inc.
DECREASED
Shares43 from 51
Change-8 (-16%)
Value$2.8K (-$544)
Filed 2026-10-26
Bfsg, LLC
NEW
Shares40
Change+40
Value$2.6K
Filed 2026-10-30
Pacific Center for Financial Services
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$2.3K (-$16)
Filed 2026-10-15
Cullen T Bankers, Inc.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1.6K (-$11)
Filed 2026-10-28
Caldwell Trust Co
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$782 (-$5)
Filed 2026-10-30
Pittenger & Anderson Inc
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$457 (-$3)
Filed 2026-11-02
Key Capital Management, Inc
NEW
Shares4
Change+4
Value$261
Filed 2026-11-03
Foresight Capital Management Advisors, Inc.
NEW
Shares1
Change+1
Value$65
Filed 2026-10-27
Transcendent Capital Group LLC
CLOSED
Shares0 from 59,204
Change-59,204 (-100%)
Value$0 (-$3.9M)
Filed 2026-10-28
Plan Group Financial, LLC
CLOSED
Shares0 from 24,614
Change-24,614 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-22
Larry Mathis Financial Planning, LLC
CLOSED
Shares0 from 19,423
Change-19,423 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-26
Providence First Trust Co
CLOSED
Shares0 from 11,572
Change-11,572 (-100%)
Value$0 (-$759.2K)
Filed 2026-11-02
Principle Wealth Partners LLC
CLOSED
Shares0 from 9,175
Change-9,175 (-100%)
Value$0 (-$602.0K)
Filed 2026-11-02
HBK Sorce Advisory LLC
CLOSED
Shares0 from 9,141
Change-9,141 (-100%)
Value$0 (-$570.0K)
Filed 2026-11-06
Sightline Wealth Advisors, LLC
CLOSED
Shares0 from 6,665
Change-6,665 (-100%)
Value$0 (-$437.3K)
Filed 2026-10-21
Beacon Capital Management, LLC
CLOSED
Shares0 from 6,497
Change-6,497 (-100%)
Value$0 (-$426.2K)
Filed 2026-10-23
Legacy Financial Advisors, Inc.
CLOSED
Shares0 from 6,027
Change-6,027 (-100%)
Value$0 (-$395.4K)
Filed 2026-11-09
Cutler Investment Counsel LLC
CLOSED
Shares0 from 4,864
Change-4,864 (-100%)
Value$0 (-$319.1K)
Filed 2026-10-28
Vestor Capital, LLC
CLOSED
Shares0 from 4,744
Change-4,744 (-100%)
Value$0 (-$64)
Filed 2026-11-04
Convergence Financial, LLC
CLOSED
Shares0 from 4,000
Change-4,000 (-100%)
Value$0 (-$262.4K)
Filed 2026-10-27
Trek Financial, LLC
CLOSED
Shares0 from 3,965
Change-3,965 (-100%)
Value$0 (-$260.1K)
Filed 2026-10-29
Signal Advisors Wealth, LLC
CLOSED
Shares0 from 3,532
Change-3,532 (-100%)
Value$0 (-$231.7K)
Filed 2026-10-13
Berman McAleer LLC
CLOSED
Shares0 from 3,250
Change-3,250 (-100%)
Value$0 (-$213.2K)
Filed 2026-10-16
Able Wealth Management LLC
CLOSED
Shares0 from 3,245
Change-3,245 (-100%)
Value$0 (-$212.9K)
Filed 2026-10-13
Gill Capital Partners, LLC
CLOSED
Shares0 from 2,859
Change-2,859 (-100%)
Value$0 (-$187.6K)
Filed 2026-10-13
Park Place Capital Corp
CLOSED
Shares0 from 1,202
Change-1,202 (-100%)
Value$0 (-$78.9K)
Filed 2026-11-09
Tucker Asset Management LLC
CLOSED
Shares0 from 664
Change-664 (-100%)
Value$0 (-$43.6K)
Filed 2026-10-29
Asset Dedication, LLC
CLOSED
Shares0 from 75
Change-75 (-100%)
Value$0 (-$4.9K)
Filed 2026-11-03
Mountain Hill Investment Partners Corp.
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$985)
Filed 2026-10-23
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$853)
Filed 2026-11-04
Islay Capital Management, LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$394)
Filed 2026-10-20
Sankala Group LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$251)
Filed 2026-11-09
Compagnie Lombard Odier SCmA
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-04
Illumine Investment Management, LLC
UNCHANGED
Shares0 from 0
Change0
Value$333.4K (+$130.2K)
Filed 2026-10-22
Bank of America Corp
N/A
Shares— from 9,110,421
Change-9,110,421 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,314,556
Change-5,314,556 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4,444,054
Change-4,444,054 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,764,480
Change-1,764,480 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,702,005
Change-1,702,005 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,664,465
Change-1,664,465 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,520,029
Change-1,520,029 (-100%)
Value—
Hancock Prospecting Pty Ltd
N/A
Shares— from 1,494,534
Change-1,494,534 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,429,186
Change-1,429,186 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 1,425,655
Change-1,425,655 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,332,917
Change-1,332,917 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 664,484
Change-664,484 (-100%)
Value—
FIL Ltd
N/A
Shares— from 661,709
Change-661,709 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 596,671
Change-596,671 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 557,077
Change-557,077 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 496,100
Change-496,100 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 459,796
Change-459,796 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 446,630
Change-446,630 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 427,462
Change-427,462 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 379,934
Change-379,934 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 316,751
Change-316,751 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 306,890
Change-306,890 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 246,460
Change-246,460 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 241,279
Change-241,279 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 213,783
Change-213,783 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 198,375
Change-198,375 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 179,415
Change-179,415 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 174,713
Change-174,713 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 156,267
Change-156,267 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 150,143
Change-150,143 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 148,960
Change-148,960 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 133,195
Change-133,195 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 128,430
Change-128,430 (-100%)
Value—
Pillsbury Lake Capital LLC
N/A
Shares— from 127,765
Change-127,765 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 125,153
Change-125,153 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 108,618
Change-108,618 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 99,175
Change-99,175 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 98,524
Change-98,524 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 98,021
Change-98,021 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 96,918
Change-96,918 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 96,564
Change-96,564 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 91,961
Change-91,961 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 89,628
Change-89,628 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 89,132
Change-89,132 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 87,326
Change-87,326 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 82,563
Change-82,563 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 80,034
Change-80,034 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 78,048
Change-78,048 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 75,331
Change-75,331 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 74,070
Change-74,070 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 73,881
Change-73,881 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 73,497
Change-73,497 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 72,615
Change-72,615 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 67,921
Change-67,921 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 66,589
Change-66,589 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 64,451
Change-64,451 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 62,940
Change-62,940 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 58,370
Change-58,370 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 56,595
Change-56,595 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 54,861
Change-54,861 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 50,626
Change-50,626 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 49,843
Change-49,843 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 48,448
Change-48,448 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 46,661
Change-46,661 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 46,475
Change-46,475 (-100%)
Value—
ArborFi Advisors, LLC
N/A
Shares— from 43,248
Change-43,248 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 43,192
Change-43,192 (-100%)
Value—
Fosun International Ltd
N/A
Shares— from 41,689
Change-41,689 (-100%)
Value—
Stephens Inc
N/A
Shares— from 40,883
Change-40,883 (-100%)
Value—
FMR LLC
N/A
Shares— from 40,611
Change-40,611 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 39,959
Change-39,959 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 38,991
Change-38,991 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 37,374
Change-37,374 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 37,334
Change-37,334 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 37,153
Change-37,153 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 36,923
Change-36,923 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 35,520
Change-35,520 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 35,055
Change-35,055 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 34,806
Change-34,806 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 31,862
Change-31,862 (-100%)
Value—
&partners
N/A
Shares— from 31,642
Change-31,642 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 30,853
Change-30,853 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 28,800
Change-28,800 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 28,419
Change-28,419 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 28,277
Change-28,277 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 28,020
Change-28,020 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 27,865
Change-27,865 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 27,752
Change-27,752 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 27,181
Change-27,181 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 26,275
Change-26,275 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 26,204
Change-26,204 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 25,855
Change-25,855 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 24,476
Change-24,476 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 23,759
Change-23,759 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 22,984
Change-22,984 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 22,759
Change-22,759 (-100%)
Value—
Calydon Capital
N/A
Shares— from 22,150
Change-22,150 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 21,088
Change-21,088 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 20,993
Change-20,993 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 20,678
Change-20,678 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 20,393
Change-20,393 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 20,200
Change-20,200 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 20,112
Change-20,112 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 19,083
Change-19,083 (-100%)
Value—
Betterment LLC
N/A
Shares— from 19,054
Change-19,054 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 18,967
Change-18,967 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 18,734
Change-18,734 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 18,290
Change-18,290 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 18,270
Change-18,270 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 18,188
Change-18,188 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 17,936
Change-17,936 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 17,560
Change-17,560 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 17,484
Change-17,484 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 17,116
Change-17,116 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 16,978
Change-16,978 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 16,738
Change-16,738 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 16,291
Change-16,291 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 16,191
Change-16,191 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 16,180
Change-16,180 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 15,727
Change-15,727 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 15,406
Change-15,406 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 15,399
Change-15,399 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 15,365
Change-15,365 (-100%)
Value—
Bank OZK
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 14,888
Change-14,888 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 14,528
Change-14,528 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 14,508
Change-14,508 (-100%)
Value—
Commerce Bank
N/A
Shares— from 14,474
Change-14,474 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 14,169
Change-14,169 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 14,113
Change-14,113 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 14,017
Change-14,017 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 13,755
Change-13,755 (-100%)
Value—
Ciovacco Capital Management LLC
N/A
Shares— from 13,731
Change-13,731 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 13,550
Change-13,550 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 13,391
Change-13,391 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 13,195
Change-13,195 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 12,911
Change-12,911 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 12,439
Change-12,439 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 12,153
Change-12,153 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 11,942
Change-11,942 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 11,928
Change-11,928 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 11,841
Change-11,841 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 11,572
Change-11,572 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 11,420
Change-11,420 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 10,889
Change-10,889 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 10,856
Change-10,856 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 10,576
Change-10,576 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 10,429
Change-10,429 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 10,113
Change-10,113 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 9,783
Change-9,783 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 9,634
Change-9,634 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 9,618
Change-9,618 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 9,607
Change-9,607 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 9,554
Change-9,554 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 9,533
Change-9,533 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 9,371
Change-9,371 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 9,284
Change-9,284 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 9,091
Change-9,091 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 9,052
Change-9,052 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 9,002
Change-9,002 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 8,926
Change-8,926 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 8,316
Change-8,316 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 8,263
Change-8,263 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 8,192
Change-8,192 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 8,173
Change-8,173 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 7,746
Change-7,746 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 7,579
Change-7,579 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 7,435
Change-7,435 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 7,219
Change-7,219 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 7,147
Change-7,147 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 7,089
Change-7,089 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 7,087
Change-7,087 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 6,938
Change-6,938 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 6,785
Change-6,785 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 6,656
Change-6,656 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 6,258
Change-6,258 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 5,922
Change-5,922 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 5,773
Change-5,773 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 5,706
Change-5,706 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 5,658
Change-5,658 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 5,628
Change-5,628 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 5,525
Change-5,525 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 5,383
Change-5,383 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 5,351
Change-5,351 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 5,255
Change-5,255 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 5,190
Change-5,190 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 5,168
Change-5,168 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 5,029
Change-5,029 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 5,002
Change-5,002 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 4,848
Change-4,848 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 4,807
Change-4,807 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 4,780
Change-4,780 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 4,637
Change-4,637 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 4,525
Change-4,525 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 4,525
Change-4,525 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 4,512
Change-4,512 (-100%)
Value—
Fielder Capital Group LLC
N/A
Shares— from 4,502
Change-4,502 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 4,475
Change-4,475 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 4,410
Change-4,410 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 4,199
Change-4,199 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 4,180
Change-4,180 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 4,146
Change-4,146 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 4,083
Change-4,083 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 4,052
Change-4,052 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 3,982
Change-3,982 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 3,717
Change-3,717 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 3,704
Change-3,704 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 3,688
Change-3,688 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 3,636
Change-3,636 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 3,522
Change-3,522 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 3,350
Change-3,350 (-100%)
Value—
Simmons Bank
N/A
Shares— from 3,333
Change-3,333 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 3,309
Change-3,309 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 3,244
Change-3,244 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 3,222
Change-3,222 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 2,998
Change-2,998 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 2,775
Change-2,775 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 2,707
Change-2,707 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 2,386
Change-2,386 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 2,252
Change-2,252 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,028
Change-2,028 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 2,015
Change-2,015 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,995
Change-1,995 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,615
Change-1,615 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 1,557
Change-1,557 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,540
Change-1,540 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 1,531
Change-1,531 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 1,189
Change-1,189 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,160
Change-1,160 (-100%)
Value—
EFG International AG
N/A
Shares— from 1,055
Change-1,055 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 935
Change-935 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 877
Change-877 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 739
Change-739 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 676
Change-676 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 602
Change-602 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 550
Change-550 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 494
Change-494 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 416
Change-416 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 408
Change-408 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 388
Change-388 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 382
Change-382 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 358
Change-358 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 356
Change-356 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 353
Change-353 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 350
Change-350 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 332
Change-332 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 325
Change-325 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 290
Change-290 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 284
Change-284 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 233
Change-233 (-100%)
Value—
Main Management LLC
N/A
Shares— from 215
Change-215 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 201
Change-201 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 185
Change-185 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 166
Change-166 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 155
Change-155 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 105
Change-105 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 102
Change-102 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 100
Change-100 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 74
Change-74 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 73
Change-73 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 59
Change-59 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 48
Change-48 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 35
Change-35 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Status
PNC Financial Services Group, Inc.
DECREASED15,642,43017,795,535-2,153,105-12%$1.2B$1.0B-$148.3M2026-11-06
LPL Financial LLC
DECREASED5,163,1365,200,395-37,259-1%$341.2M$336.4M-$4.8M2026-11-06
Commonwealth Equity Services, LLC
INCREASED715,958701,337+14,621+2%$46.0M$46.7M+$637.1K2026-11-02
Assetmark, Inc
INCREASED683,805566,694+117,111+21%$37.2M$44.6M+$7.4M2026-10-21
Valley Wealth Managers, Inc.
INCREASED632,632618,352+14,280+2%$40.6M$41.2M+$652.2K2026-10-09
Kestra Advisory Services, LLC
INCREASED524,753518,596+6,157+1%$34.0M$34.2M+$167.8K2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED462,153432,450+29,703+7%$27.4M$30.3M+$2.9M2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED425,304254,238+171,066+67%$16.7M$27.7M+$11.0M2026-11-02
Lido Advisors, LLC
INCREASED383,248211,669+171,579+81%$13.9M$25.0M+$11.1M2026-11-04
Daiwa Securities Group Inc.
UNCHANGED383,079383,07900%$25.1M$25.0M-$172.4K2026-10-29
Cooper Financial Group
INCREASED355,143345,788+9,355+3%$22.7M$23.1M+$454.0K2026-10-07
Madrona Financial Services, LLC
DECREASED323,795332,747-8,952-3%$21.8M$21.1M-$733.1K2026-10-23
Richard P Slaughter Associates Inc
INCREASED290,629280,091+10,538+4%$18.4M$18.9M+$560.6K2026-10-13
Thrivent Financial for Lutherans
INCREASED284,209119,658+164,551+138%$7.9M$18.5M+$10.7M2026-11-05
Steele Capital Management, Inc.
INCREASED241,416227,715+13,701+6%$14.9M$15.7M+$790.2K2026-11-02
Taylor Securities Services, Inc.
INCREASED231,067211,738+19,329+9%$13.9M$15.1M+$1.2M2026-10-20
HighTower Advisors, LLC
DECREASED227,372229,728-2,356-1%$15.1M$14.8M-$256.9K2026-11-10
Citigroup Inc
INCREASED220,987196,348+24,639+13%$12.9M$14.4M+$1.5M2026-11-04
Global X Japan Co., Ltd.
DECREASED208,940280,523-71,583-26%$18.4M$13.6M-$4.8M2026-10-21
Systelligence, LLC
INCREASED198,44532,380+166,065+513%$2.1M$24.4M+$22.3M2026-11-05
Arch Global Advisors, LLC
DECREASED182,953183,731-7780%$12.1M$11.9M-$133.5K2026-10-23
Intelligence Driven Advisers, LLC
DECREASED150,475150,483-80%$9.9M$9.8M-$68.2K2026-10-09
Riggs Asset Managment Co. Inc.
INCREASED147,10187,665+59,436+68%$5.8M$9.6M+$3.8M2026-11-05
Mirae Asset Global Investments Co., Ltd.
INCREASED144,800117,300+27,500+23%$7.7M$9.4M+$1.7M2026-11-03
Curtis Advisory Group, LLC
DECREASED142,757142,798-410%$9.4M$9.3M-$66.9K2026-10-28
Decker Wealth Management LLC
INCREASED142,010140,915+1,095+1%$9.2M$9.3M+$7.9K2026-10-09
Quadcap Wealth Management, LLC
DECREASED139,897175,793-35,896-20%$11.5M$9.1M-$2.4M2026-11-02
Hobart Private Capital, LLC
INCREASED139,847138,982+865+1%$9.1M$9.1M-$6.2K2026-10-19
Vista Finance, LLC
DECREASED138,575142,330-3,755-3%$9.3M$9.0M-$308.7K2026-10-23
McKinley Carter Wealth Services, Inc.
INCREASED134,773127,392+7,381+6%$8.4M$8.8M+$423.6K2026-10-16
Creative Planning
INCREASED126,559112,371+14,188+13%$7.4M$8.2M+$874.0K2026-11-02
Brookstone Capital Management
INCREASED124,573120,663+3,910+3%$7.9M$8.1M+$200.5K2026-10-22
D.A. Davidson & Co.
INCREASED123,939122,445+1,494+1%$8.0M$8.1M+$42.3K2026-10-28
Clarus Group, Inc.
DECREASED117,209128,899-11,690-9%$8.5M$7.6M-$819.7K2026-10-21
TD Waterhouse Canada Inc.
INCREASED114,991114,299+692+1%$7.3M$7.6M+$279.9K2026-10-16
Trilogy Capital Inc.
INCREASED114,0894,630+109,459+2364%$303.8K$7.4M+$7.1M2026-10-20
Balance Wealth Partners LLC
INCREASED110,307104,392+5,915+6%$6.8M$7.2M+$338.5K2026-10-27
WJ Wealth Management, LLC
INCREASED105,50972,759+32,750+45%$4.8M$6.9M+$2.1M2026-11-03
Centurion Wealth Management LLC
INCREASED99,63599,538+97+0%$6.5M$6.5M-$38.5K2026-10-13
Security Financial Services, Inc.
INCREASED99,29258,789+40,503+69%$3.9M$6.5M+$2.6M2026-10-29
Belpointe Asset Management LLC
INCREASED98,10352,978+45,125+85%$3.5M$6.4M+$2.9M2026-11-09
Farther Finance Advisors, LLC
DECREASED95,606101,998-6,392-6%$6.7M$6.2M-$462.4K2026-10-08
Wealthcare Advisory Partners LLC
INCREASED95,49522,827+72,668+318%$1.5M$6.2M+$4.7M2026-10-21
NovaPoint Capital, LLC
DECREASED94,295112,860-18,565-16%$7.4M$6.1M-$1.3M2026-10-22
Arvest Investments, Inc.
INCREASED94,28689,165+5,121+6%$5.9M$6.1M+$293.6K2026-10-21
J.W. Cole Advisors, Inc.
INCREASED90,80387,472+3,331+4%$5.7M$5.9M+$177.7K2026-11-05
Foguth Wealth Management, Llc.
DECREASED88,809107,251-18,442-17%$6.3M$5.5M-$834.9K2026-10-19
Novem Group
INCREASED86,98985,194+1,795+2%$5.6M$5.7M+$78.7K2026-10-19
Patton Albertson Miller Group, LLC
DECREASED86,08186,137-560%$5.7M$5.6M-$42.4K2026-10-26
Pacific Wealth Management
NEW84,913—+84,913——$5.5M—2026-10-05
Gerber Kawasaki Wealth & Investment Management
INCREASED83,57682,640+936+1%$5.4M$5.4M+$23.8K2026-10-29
Mission Wealth Management, LP
DECREASED80,20493,928-13,724-15%$6.2M$5.2M-$936.5K2026-10-15
Great Valley Advisor Group, Inc.
INCREASED80,02860,651+19,377+32%$4.0M$5.2M+$1.2M2026-11-09
International Assets Investment Management, LLC
DECREASED77,26877,815-547-1%$5.0M$5.1M+$122.8K2026-11-02
Green Ridge Wealth Planning LLC
INCREASED76,52470,113+6,411+9%$4.6M$5.0M+$386.2K2026-10-08
WT Wealth Management
DECREASED74,70480,532-5,828-7%$5.3M$4.9M-$415.9K2026-10-13
Blue Trust, Inc.
INCREASED71,05269,134+1,918+3%$4.5M$4.6M+$93.8K2026-10-15
Oppenheimer & Co Inc
INCREASED60,82559,745+1,080+2%$3.9M$4.0M+$43.5K2026-10-26
Financial Guidance Group, Inc.
INCREASED59,89453,521+6,373+12%$3.5M$3.9M+$391.1K2026-10-21
Solutions 4 Wealth, Ltd
INCREASED59,21948,494+10,725+22%$3.2M$3.9M+$677.0K2026-11-03
Eagle Strategies LLC
INCREASED58,55655,119+3,437+6%$3.6M$3.8M+$199.2K2026-10-16
Stonebridge Financial Planning Group, LLC
DECREASED57,99758,922-925-2%$3.9M$3.8M-$86.8K2026-11-06
Concentrum Wealth Management
INCREASED57,84651,810+6,036+12%$3.4M$3.8M+$370.0K2026-11-09
Kestra Private Wealth Services, LLC
DECREASED55,51869,116-13,598-20%$4.5M$3.6M-$917.2K2026-11-06
Capital Advisors, Ltd. LLC
INCREASED54,69451,381+3,313+6%$3.4K$3.6M+$3.6M2026-10-27
Moran Wealth Management, LLC
INCREASED53,83047,004+6,826+15%$3.1M$3.5M+$423.6K2026-10-22
Silverleafe Capital Partners, LLC
DECREASED52,31964,832-12,513-19%$4.3M$3.4M-$844.5K2026-10-02
HB Wealth Management, LLC
INCREASED52,07042,783+9,287+22%$2.8M$3.4M+$585.9K2026-10-23
Independent Financial Group, LLC
DECREASED49,52163,073-13,552-21%$4.1M$3.2M-$911.4K2026-10-13
Financial Enhancement Group LLC
INCREASED48,60844,533+4,075+9%$2.9M$3.2M+$318.9K2026-10-08
Great Diamond Partners, LLC
INCREASED47,80946,389+1,420+3%$3.0M$3.1M+$71.7K2026-10-13
Barclays PLC
INCREASED47,46636,916+10,550+29%$2.4M$3.1M+$670.8K2026-11-06
MGO One Seven LLC
DECREASED45,92071,818-25,898-36%$4.7M$3.0M-$1.7M2026-10-28
Dynamic Advisor Solutions LLC
INCREASED44,91844,694+224+1%$2.9M$2.9M-$5.5K2026-10-13
Clear Creek Financial Management, LLC
DECREASED44,47548,655-4,180-9%$3.2M$2.9M-$294.3K2026-10-28
WealthCare Investment Partners, LLC
INCREASED43,66231,777+11,885+37%$2.1M$2.8M+$760.1K2026-11-05
Fiduciary Alliance LLC
DECREASED43,13156,196-13,065-23%$3.7M$2.8M-$876.6K2026-10-13
RFG Advisory, LLC
INCREASED42,76140,717+2,044+5%$2.7M$2.8M+$114.9K2026-11-03
Concurrent Investment Advisors, LLC
INCREASED42,05231,686+10,366+33%$2.1M$2.7M+$661.2K2026-10-16
Armstrong Advisory Group, Inc
DECREASED41,90242,095-1930%$2.8M$2.7M-$31.5K2026-10-09
Curran Financial Partners, LLC
INCREASED41,84029,849+11,991+40%$2.0M$2.7M+$767.9K2026-11-04
Harbour Investments, Inc.
INCREASED41,73438,885+2,849+7%$2.6M$2.7M+$168.1K2026-11-09
Prospera Financial Services Inc
INCREASED41,25136,653+4,598+13%$2.4M$2.5M+$76.0K2026-11-04
Grange Capital, LLC
INCREASED40,22337,426+2,797+7%$2.5M$2.6M+$165.4K2026-10-20
Archford Capital Strategies, LLC
DECREASED38,48739,105-618-2%$2.6M$2.5M-$57.9K2026-10-19
Perigon Wealth Management, LLC
DECREASED37,01737,252-235-1%$2.4M$2.4M-$32.1K2026-10-22
Victory Financial Group, LLC
INCREASED36,02233,549+2,473+7%$2.2M$2.3M+$146.1K2026-10-27
M Holdings Securities, Inc.
INCREASED35,51834,944+574+2%$2.2K$2.2K-$532026-11-03
Geneos Wealth Management Inc.
INCREASED34,74430,213+4,531+15%$2.0M$2.3M+$281.6K2026-11-09
Axxcess Wealth Management, LLC
INCREASED34,29030,344+3,946+13%$2.0M$2.2M+$243.5K2026-10-21
Davenport & Co LLC
DECREASED34,06934,203-1340%$2.2M$2.2M-$24.1K2026-10-14
NWF Advisory Services Inc.
DECREASED32,99433,039-450%$2.2M$2.1M-$17.8K2026-10-19
Csenge Advisory Group
DECREASED32,59937,339-4,740-13%$2.4M$2.1M-$325.7K2026-11-04
American Institute for Advanced Investment Management, LLP
INCREASED32,24731,042+1,205+4%$2.0M$2.1M+$64.5K2026-11-03
Granite Group Advisors, LLC
INCREASED31,20024,200+7,000+29%$1.6M$2.0M+$445.2K2026-10-14
Accurate Wealth Management, LLC
INCREASED29,95025,976+3,974+15%$1.6M$2.0M+$324.3K2026-10-20
Essex LLC
DECREASED29,54829,568-200%$1.9M$1.9M-$14.6K2026-10-14
Antonelli Financial Advisors, LLC
DECREASED29,51932,404-2,885-9%$2.1M$1.9M-$202.0K2026-10-13
James Reed Financial Services, Inc.
DECREASED29,19029,483-293-1%$1.9M$1.9M-$32.4K2026-10-26
Obsidian CIO, LLC
INCREASED28,62821,156+7,472+35%$1.4M$1.9M+$477.4K2026-11-05
Truist Financial Corp
DECREASED28,14531,837-3,692-12%$2.1M$1.8M-$254.9K2026-10-30
Silver OAK Securities, Incorporated
INCREASED27,37523,018+4,357+19%$1.5M$1.6M+$47.2K2026-11-09
Certuity, LLC
INCREASED26,79425,320+1,474+6%$1.7M$1.7M+$84.7K2026-11-02
Carret Asset Management, LLC
DECREASED26,30826,963-655-2%$1.8M$1.7M-$54.8K2026-11-04
Fortis Group Advisors, LLC
NEW26,175—+26,175——$1.6M—2026-11-06
James J. Burns & Company, LLC
INCREASED25,72724,611+1,116+5%$1.6M$1.7M+$61.7K2026-10-22
Acropolis Investment Management, LLC
DECREASED25,39027,676-2,286-8%$1.8M$1.7M-$161.4K2026-10-08
Endowment Wealth Management, Inc.
INCREASED24,93920,540+4,399+21%$1.3M$1.6M+$277.4K2026-11-03
Summit Financial Wealth Advisors, LLC
DECREASED24,77034,870-10,100-29%$2.3M$1.6M-$673.8K2026-10-15
Prevail Innovative Wealth Advisors, LLC
INCREASED23,48422,944+540+2%$1.5M$1.6M+$60.3K2026-10-20
Relyea Zuckerberg Hanson LLC
UNCHANGED22,98022,98000%$1.5M$1.5M-$10.3K2026-10-20
SteelPeak Wealth, LLC
UNCHANGED22,66022,66000%$1.5M$1.5M-$10.2K2026-10-16
Mayfair Advisory Group, LLC
INCREASED22,22418,999+3,225+17%$1.1M$1.4M+$346.6K2026-10-20
Apollon Wealth Management, LLC
DECREASED22,20523,270-1,065-5%$1.5M$1.4M-$79.9K2026-10-23
SAX Wealth Advisors, LLC
INCREASED22,14213,672+8,470+62%$638.1K$1.4M+$804.7K2026-10-13
Patriot Financial Group Insurance Agency, LLC
INCREASED21,89321,742+151+1%$1.4M$1.4M+$562026-10-14
Lanark Financial, Inc.
DECREASED21,89225,983-4,091-16%$1.7M$1.4M-$278.3K2026-10-26
Kane Investment Management, Inc.
INCREASED21,74421,239+505+2%$1.4M$1.4M+$23.3K2026-11-09
Nations Financial Group Inc,
INCREASED21,25320,586+667+3%$1.4M$1.4M+$34.2K2026-11-05
Valen Private Capital, LLC
NEW21,112—+21,112——$1.4M—2026-10-23
ARQ Wealth Advisors, LLC
INCREASED20,59919,377+1,222+6%$1.2M$1.3M+$176.9K2026-10-29
NTV Asset Management LLC
NEW20,220—+20,220——$1.3M—2026-10-23
Sigma Planning Corp
DECREASED20,17130,982-10,811-35%$2.0M$1.3M-$718.4K2026-10-23
Prime Capital Investment Advisors, LLC
DECREASED19,81920,457-638-3%$1.3M$1.3M-$50.8K2026-10-20
Soltis Investment Advisors LLC
INCREASED19,72717,214+2,513+15%$1.1M$1.3M+$156.0K2026-10-28
Western Wealth Management, LLC
DECREASED19,69621,202-1,506-7%$1.4M$1.3M-$107.7K2026-11-09
PFG Advisors
INCREASED19,43618,674+762+4%$1.2M$1.3M+$41.3K2026-10-16
IFP Advisors, Inc
INCREASED19,36119,306+55+0%$1.3M$1.3M-$5.1K2026-10-16
Y-Intercept (Hong Kong) Ltd
INCREASED19,02111,959+7,062+59%$784.6K$1.2M+$454.8K2026-10-16
Atticus Wealth Management, LLC
INCREASED18,77318,022+751+4%$1.2M$1.2M+$40.8K2026-10-20
Westside Investment Management, Inc.
INCREASED18,6197,879+10,740+136%$516.9K$1.2M+$698.3K2026-11-02
Elevation Point Wealth Partners, LLC
INCREASED18,31017,203+1,107+6%$1.1M$1.2M+$64.4K2026-11-05
Elyxium Wealth, LLC
UNCHANGED17,97317,97300%$1.2M$1.2M-$8.1K2026-10-27
Magnus Financial Group LLC
INCREASED17,52817,478+50+0%$1.1M$1.1M-$4.6K2026-10-21
Fifth Third Bancorp
DECREASED17,41118,111-700-4%$1.2M$1.1M-$53.8K2026-11-05
SBI Securities Co., Ltd.
DECREASED17,28318,305-1,022-6%$1.2M$1.1M-$74.8K2026-10-22
Valmark Advisers, Inc.
INCREASED17,14415,976+1,168+7%$1.0M$1.1M+$68.9K2026-11-06
BOS Asset Management, LLC
DECREASED17,03917,040-10%$1.1M$1.1M-$7.7K2026-10-09
SFI Advisors, LLC
DECREASED16,77216,899-127-1%$1.1M$1.1M-$15.9K2026-10-30
Virginia Estate & Retirement Planning Advisors Inc.
NEW16,755—+16,755——$1.1M—2026-10-14
David J Yvars Group
DECREASED16,66017,455-795-5%$1.1M$1.1M-$59.7K2026-10-09
Vectors Research Management, LLC
INCREASED16,4388,970+7,468+83%$588.5K$1.1M+$482.6K2026-11-09
Vontobel Holding Ltd.
DECREASED16,33024,740-8,410-34%$1.6M$1.1M-$559.1K2026-10-16
Avidian Wealth Enterprises, LLC
INCREASED16,16014,489+1,671+12%$950.6K$1.1M+$102.4K2026-10-08
Golden State Wealth Management, LLC
DECREASED16,09028,042-11,952-43%$1.8M$1.0M-$791.4K2026-11-02
Aurora Private Wealth, Inc.
INCREASED15,88515,880+5+0%$1.0M$1.0M-$7.0K2026-10-20
Somerset Trust Co
INCREASED15,84315,068+775+5%$988.6K$1.0M+$43.7K2026-10-13
Silver Grove Financial Group, Inc.
INCREASED15,7736,989+8,784+126%$458.5K$1.0M+$569.2K2026-11-05
Krilogy Financial LLC
DECREASED15,71018,355-2,645-14%$1.2M$1.0M-$168.7K2026-10-13
Roof Eidam Maycock Peralta, LLC
DECREASED15,64816,068-420-3%$1.1M$1.0M-$34.6K2026-10-15
Milestone Investment Advisors LLC
INCREASED15,54915,436+113+1%$1.0M$1.0M+$4202026-11-05
Paradigm, Strategies in Wealth Management, LLC
UNCHANGED15,21215,21200%$998.1K$991.2K-$6.8K2026-10-16
Visionary Wealth Advisors
INCREASED15,20913,993+1,216+9%$918.1K$991.0K+$72.9K2026-11-04
Unique Wealth, LLC
DECREASED15,11923,265-8,146-35%$1.5M$985.2K-$541.3K2026-10-16
Kingsbury Capital Investment Advisors LLC
DECREASED14,93716,180-1,243-8%$1.1M$973.3K-$88.3K2026-10-20
Nwam LLC
INCREASED14,8624,873+9,989+205%$319.7K$968.4K+$648.7K2026-11-09
Kingswood Wealth Advisors, LLC
INCREASED14,7849,450+5,334+56%$620.0K$963.3K+$343.3K2026-10-23
Ashton Thomas Private Wealth, LLC
INCREASED14,74814,705+43+0%$964.8K$961.0K-$3.8K2026-11-03
Center For Asset Management LLC
INCREASED14,7036,110+8,593+141%$400.8K$958.0K+$557.2K2026-10-16
TSG Advice Partners, LLC
NEW14,700—+14,700——$964.4K—2026-10-29
Courier Capital LLC
INCREASED14,4987,978+6,520+82%$523.4K$944.7K+$421.3K2026-10-19
Integrated Advisors Network LLC
DECREASED14,23326,030-11,797-45%$1.7M$927.4K-$780.4K2026-10-20
Sunpointe, LLC
DECREASED14,06614,548-482-3%$954.5K$916.5K-$38.0K2026-10-22
Cyndeo Wealth Partners, LLC
INCREASED13,69013,357+333+2%$876.4K$892.0K+$15.7K2026-10-16
APS Management Group, Inc.
DECREASED13,65218,964-5,312-28%$1.2M$889.6K-$354.7K2026-10-14
Stonebridge Financial Group, LLC
INCREASED13,0975,742+7,355+128%$376.7K$853.4K+$476.6K2026-10-01
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED12,97912,989-100%$852.2K$845.8K-$6.4K2026-10-14
AdvisorNet Financial, Inc
INCREASED12,64810,462+2,186+21%$686.4K$808.7K+$122.3K2026-10-15
WealthBridge Capital Management, LLC
INCREASED12,4909,967+2,523+25%$653.9K$813.8K+$159.9K2026-10-16
Harbor Investment Advisory, LLC
INCREASED12,40012,200+200+2%$800.4K$808.0K+$7.5K2026-10-13
Marshall & Sterling Wealth Advisors Inc.
INCREASED12,33012,020+310+3%$788.7K$803.4K+$14.8K2026-10-28
Clark Wealth Partners
UNCHANGED12,26512,26500%$804.7K$799.2K-$5.5K2026-10-19
Columbus Macro, LLC
INCREASED12,17110,025+2,146+21%$657.7K$793.1K+$135.3K2026-10-14
Dana Investment Advisors, Inc.
DECREASED12,15812,185-270%$799.5K$792.2K-$7.2K2026-11-06
Wedbush Securities Inc
INCREASED12,02110,991+1,030+9%$721.0K$783.0K+$62.0K2026-10-22
Allworth Financial LP
UNCHANGED11,86311,86300%$778.4K$778.4K$02026-11-06
Fell Capital Management
DECREASED11,80712,779-972-8%$838.4K$769.3K-$69.1K2026-10-09
Sage Private Wealth Group, LLC
DECREASED11,50812,536-1,028-8%$822.5K$749.9K-$72.6K2026-10-21
Mission Financial Group, LLC
DECREASED11,43912,453-1,014-8%$817.1K$745.4K-$71.7K2026-10-21
Acorn Wealth Advisors, LLC
INCREASED11,19410,886+308+3%$714.2K$729.4K+$15.2K2026-10-19
Birinyi Associates Inc
UNCHANGED11,04811,04800%$725.0K$720.0K-$5.0K2026-10-28
Flagship Harbor Advisors, LLC
INCREASED11,04210,312+730+7%$676.6K$719.5K+$42.9K2026-10-26
IFG Advisory, LLC
INCREASED10,9619,362+1,599+17%$614.2K$714.2K+$100.0K2026-11-09
Parallel Advisors, LLC
INCREASED10,89510,094+801+8%$662.3K$709.9K+$47.6K2026-11-03
Willner & Heller, LLC
UNCHANGED10,88710,88700%$714.3K$709.4K-$4.9K2026-10-28
Modera Wealth Management, LLC
INCREASED10,86510,765+100+1%$706.3K$708.0K+$1.7K2026-10-28
First Horizon Corp
UNCHANGED10,82610,82600%$710.3K$705.4K-$4.9K2026-10-26
Salem Investment Counselors Inc
INCREASED10,6819,551+1,130+12%$626.6K$696.0K+$69.3K2026-10-13
Wealthfront Advisers LLC
NEW10,665—+10,665——$694.9K—2026-11-09
Choreo, LLC
DECREASED10,55810,758-200-2%$705.9K$688.0K-$17.9K2026-10-28
Alhambra Investment Management LLC
DECREASED10,47110,540-69-1%$691.5K$682.3K-$9.2K2026-10-15
Clay Northam Wealth Management, LLC
INCREASED10,4035,829+4,574+78%$382.4K$677.9K+$295.4K2026-10-13
Brown Wealth Management, LLC
DECREASED10,37999,007-88,628-90%$6.5M$676.3K-$5.8M2026-10-20
Aafmaa Wealth Management & Trust LLC
DECREASED10,33211,697-1,365-12%$767.4K$673.2K-$94.2K2026-10-14
HBW Advisory Services LLC
DECREASED10,32524,368-14,043-58%$1.6M$672.8K-$926.0K2026-10-15
First International Bank of Israel Ltd.
INCREASED10,2189,012+1,206+13%$591.3K$665.8K+$74.5K2026-11-04
Larson Financial Group LLC
INCREASED10,1709,953+217+2%$653.0K$662.7K+$9.6K2026-11-05
Simplex Trading, LLC
INCREASED9,9783,309+6,669+202%$217.1K$650.2K+$433.1K2026-11-04
Sowell Financial Services LLC
DECREASED9,94313,665-3,722-27%$896.6K$647.9K-$248.7K2026-10-23
Flagstar Securities, Inc
INCREASED9,7339,043+690+8%$593.3K$634.2K+$40.9K2026-10-15
CX Institutional
UNCHANGED9,5609,56000%$627$623.0K+$622.4K2026-10-02
Sound Financial Strategies Group, LLC
DECREASED9,55711,086-1,529-14%$727.4K$622.7K-$104.6K2026-10-30
Calamos Wealth Management LLC
INCREASED9,5169,067+449+5%$594.9K$620.1K+$25.2K2026-11-02
Tranquility Partners, LLC
INCREASED9,3007,400+1,900+26%$485.5K$606.0K+$120.5K2026-10-20
Sovran Advisors, LLC
DECREASED9,17111,701-2,530-22%$669.8K$577.2K-$92.6K2026-11-02
Newport Capital Group, LLC
NEW8,981—+8,981——$572.3K—2026-10-16
Successful Portfolios LLC
INCREASED8,9507,836+1,114+14%$497.3K$598.3K+$101.0K2026-10-09
StoneX Group Inc.
INCREASED8,8144,156+4,658+112%$269.8K$545.8K+$275.9K2026-11-03
Fortune Financial Group, Inc.
DECREASED8,4018,544-143-2%$560.6K$547.4K-$13.2K2026-10-22
Financial Freedom, LLC
INCREASED8,3338,256+77+1%$541.7K$542.9K+$1.2K2026-11-06
Core Wealth Partners LLC
UNCHANGED8,2948,29400%$544.2K$540.5K-$3.7K2026-11-02
Savant Capital, LLC
INCREASED8,2626,492+1,770+27%$423.5K$538.4K+$114.9K2026-11-06
Vise Technologies, Inc.
DECREASED8,1428,765-623-7%$575.1K$530.5K-$44.5K2026-10-29
Integrity Alliance, Llc.
INCREASED8,1377,519+618+8%$493.4K$530.3K+$36.9K2026-10-29
Spire Wealth Management
DECREASED8,1218,196-75-1%$537.8K$529.2K-$8.6K2026-10-30
Anchyra Partners LLC
NEW8,082—+8,082——$526.6K—2026-10-13
Leavell Investment Management, Inc.
DECREASED7,8457,897-52-1%$518.1K$511.2K-$6.9K2026-11-09
Conservest Capital Advisors, Inc.
INCREASED7,8297,044+785+11%$462.2K$510.1K+$48.0K2026-11-09
Avestar Capital, LLC
DECREASED7,7708,170-400-5%$536.0K$506.3K-$29.7K2026-10-28
Lotus Asset Management LLC
UNCHANGED7,7017,70100%$505.3K$501.8K-$3.5K2026-10-14
Mather Group, Llc.
INCREASED7,6297,594+35+0%$498.2K$497.1K-$1.1K2026-10-14
KMG Fiduciary Partners, LLC
DECREASED7,6217,888-267-3%$517.5K$496.6K-$20.9K2026-10-14
First Financial Group Corp
DECREASED7,5457,550-50%$495.4K$491.6K-$3.7K2026-10-22
Comprehensive Financial Planning, Inc.
INCREASED7,3787,296+82+1%$478.7K$480.8K+$2.1K2026-10-27
Advisor OS, LLC
INCREASED7,3506,656+694+10%$436.7K$478.9K+$42.2K2026-11-03
Pinnacle Associates LTD
DECREASED7,3157,475-160-2%$490.4K$476.6K-$13.8K2026-10-20
Robertson Stephens Wealth Management, LLC
INCREASED7,1827,174+8+0%$470.7K$468.0K-$2.7K2026-10-16
VestGen Advisors, LLC
INCREASED7,1686,793+375+6%$445.7K$467.1K+$21.4K2026-10-27
Grantvest Financial Group LLC
DECREASED7,1327,224-92-1%$474.0K$464.8K-$9.2K2026-10-21
Daymark Wealth Partners, LLC
DECREASED7,1267,860-734-9%$515.7K$464.3K-$51.4K2026-11-04
Columbia Advisory Partners LLC
INCREASED7,0816,676+405+6%$438.0K$461.4K+$23.4K2026-10-15
Evanson Financial, LLC
UNCHANGED7,0737,07300%$464.1K$460.9K-$3.2K2026-10-23
180 Wealth Advisors, LLC
NEW7,002—+7,002——$456.2K—2026-11-03
Adirondack Trust Co
DECREASED6,9766,996-200%$459.0K$454.5K-$4.5K2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW6,894—+6,894——$449.2K—2026-10-27
Moneco Advisors, LLC
INCREASED6,8566,157+699+11%$404.0K$446.8K+$42.8K2026-11-05
Cascade Investment Group, Inc.
INCREASED6,8276,365+462+7%$417.6K$444.8K+$27.2K2026-10-13
Dudley Capital Management, LLC
DECREASED6,8107,470-660-9%$490.1K$443.7K-$46.4K2026-10-23
Compass Financial Services Inc
INCREASED6,7786,678+100+2%$438.2K$441.7K+$3.5K2026-11-06
AFG Fiduciary Services Limited Partnership
NEW6,655—+6,655——$438.2K—2026-10-21
Laurel OAK Wealth Management, LLC
UNCHANGED6,5816,58100%$431.8K$428.8K-$3.0K2026-10-19
Merit Financial Group, LLC
DECREASED6,5366,599-63-1%$432.9K$425.9K-$7.1K2026-11-06
Heritage Investors Management Corp
DECREASED6,4987,273-775-11%$477.0K$423.0K-$54.0K2026-10-29
Citizens Financial Group Inc
DECREASED6,3527,155-803-11%$469.4K$413.9K-$55.5K2026-10-23
Twelve Points Wealth Management LLC
INCREASED6,3496,079+270+4%$398.8K$381.8K-$17.0K2026-11-03
Strategic Family Wealth Counselors, L.L.C.
INCREASED6,3496,081+268+4%$399.0K$413.7K+$14.7K2026-10-29
Bank of New York Mellon Corp
INCREASED6,0114,565+1,446+32%$299.5K$391.7K+$92.2K2026-11-05
Sage Investment Advisers LLC
INCREASED5,9415,659+282+5%$371.3K$387.1K+$15.8K2026-10-21
TCI Wealth Advisors, Inc.
UNCHANGED5,9195,91900%$388.3K$385.7K-$2.7K2026-10-30
Southland Equity Partners LLC
DECREASED5,9046,181-277-4%$405.5K$384.7K-$20.8K2026-10-14
Stone House Investment Management, LLC
INCREASED5,8805,144+736+14%$337.5K$383.1K+$45.6K2026-10-23
Sage Financial Group Inc
DECREASED5,8666,248-382-6%$409.9K$382.2K-$27.7K2026-10-27
United Advisor Group, LLC
INCREASED5,6964,773+923+19%$313.2K$371.2K+$58.0K2026-11-03
Bright Futures Wealth Management, Llc.
DECREASED5,6826,129-447-7%$402.1K$370.3K-$31.9K2026-10-23
Sagespring Wealth Partners, LLC
INCREASED5,6755,640+35+1%$370.0K$369.8K-$2582026-10-22
Greenleaf Trust
UNCHANGED5,6115,61100%$368.1K$365.6K-$2.5K2026-10-29
Richmond Investment Services, LLC
INCREASED5,5325,447+85+2%$357.4K$360.5K+$3.1K2026-10-29
Morton Capital Management LLC
UNCHANGED5,4945,49400%$360.5K$358.0K-$2.5K2026-10-23
B&D White Capital Company, LLC
UNCHANGED5,4795,47900%$359.5K$357.0K-$2.5K2026-11-02
Creative Financial Designs Inc
DECREASED5,4218,484-3,063-36%$556.7K$353.3K-$203.4K2026-11-04
CoreCap Advisors, LLC
DECREASED5,4075,826-419-7%$382.2K$352.3K-$29.9K2026-10-08
Walser Wealth Management Company, A Ltd Liability Co
DECREASED5,3795,585-206-4%$366.4K$350.5K-$15.9K2026-10-15
Fragasso Financial Advisors Inc
NEW5,353—+5,353——$356.5K—2026-10-13
Discipline Wealth Solutions, LLC
INCREASED5,3265,302+24+0%$347.9K$347.0K-$8222026-10-14
Y.D. More Investments Ltd
DECREASED5,2505,500-250-5%$360.6K$341.9K-$18.7K2026-11-02
Bryn Mawr Trust Advisors, LLC
INCREASED5,2415,087+154+3%$333.8K$341.5K+$7.7K2026-11-04
Drive Wealth Management, LLC
INCREASED5,1743,991+1,183+30%$261.9K$337.1K+$75.2K2026-11-09
AtlasMark Financial, Inc
UNCHANGED5,1565,15600%$338.3K$336.0K-$2.3K2026-10-13
Deutsche Bank Ag\
UNCHANGED5,0715,07100%$332.7K$330.4K-$2.3K2026-11-06
World Equity Group, Inc.
DECREASED5,0625,180-118-2%$340.0K$329.9K-$10.0K2026-10-14
Signature Estate & Investment Advisors LLC
INCREASED5,0043,631+1,373+38%$238.2K$326.1K+$87.8K2026-10-13
Joseph P. Lucia & Associates, LLC
DECREASED5,0015,017-160%$329.2K$325.9K-$3.3K2026-10-30
FSM Wealth Advisors, LLC
INCREASED4,9914,322+669+15%$283.6K$327.4K+$43.8K2026-10-27
Retirement Planning Group, LLC
INCREASED4,9834,125+858+21%$270.6K$324.7K+$54.1K2026-10-19
Redw Wealth LLC
DECREASED4,9825,185-203-4%$340.2K$324.6K-$15.6K2026-11-02
Archvest Wealth Advisors, Inc.
UNCHANGED4,9734,97300%$326.3K$324.0K-$2.2K2026-10-29
Romano Brothers and Company
NEW4,922—+4,922——$320.7K—2026-10-22
Griffin Asset Management, Inc.
UNCHANGED4,9084,90800%$322.0K$319.8K-$2.2K2026-10-22
HMS Capital Management, LLC
DECREASED4,87736,678-31,801-87%$2.4M$317.8K-$2.1M2026-10-20
Tannin Capital LLC
DECREASED4,8687,748-2,880-37%$508.3K$317.2K-$191.1K2026-11-05
Cardinal Point Capital Management ULC
NEW4,851—+4,851——$316.1K—2026-10-21
Bison Wealth, LLC
DECREASED4,8305,380-550-10%$343.5K$318.4K-$25.1K2026-10-13
Sepio Capital, LP
INCREASED4,7854,447+338+8%$291.8K$311.8K+$20.0K2026-10-22
SeaCrest Wealth Management, LLC
INCREASED4,7394,696+43+1%$308.1K$308.8K+$7192026-10-21
First Heartland Consultants, Inc.
INCREASED4,7324,415+317+7%$289.6K$308.3K+$18.7K2026-10-08
Abundance Wealth Counselors
DECREASED4,6956,756-2,061-31%$443.3K$305.9K-$137.3K2026-10-26
MBA Advisors LLC
INCREASED4,6943,431+1,263+37%$225.1K$305.9K+$80.8K2026-10-29
Kohmann Bosshard Financial Services, LLC
UNCHANGED4,4954,49500%$294.9K$292.9K-$2.0K2026-11-04
Winthrop Advisory Group LLC
INCREASED4,4863,052+1,434+47%$200.2K$292.3K+$92.1K2026-10-22
BIP Wealth, LLC
NEW4,442—+4,442——$289.4K—2026-10-22
Capital Investment Advisory Services, LLC
INCREASED4,4424,132+310+8%$271.1K$289.3K+$18.2K2026-10-30
Integras Partners LLC
DECREASED4,4305,593-1,163-21%$367.0K$288.7K-$78.3K2026-10-30
IFC & Insurance Marketing, Inc.
INCREASED4,3854,110+275+7%$269.7K$285.7K+$16.1K2026-10-16
Valeo Financial Advisors, LLC
UNCHANGED4,3574,35700%$285.8K$283.9K-$2.0K2026-10-08
EverSource Wealth Advisors, LLC
INCREASED4,3063,253+1,053+32%$213.4K$280.6K+$67.2K2026-11-04
Clark Asset Management, LLC
UNCHANGED4,2544,25400%$279.1K$277.2K-$1.9K2026-10-19
Atlas Private Wealth Advisors
UNCHANGED4,1774,17700%$274.0K$272.2K-$1.9K2026-10-23
Occidental Asset Management, LLC
INCREASED4,1674,161+6+0%$273.0K$271.6K-$1.5K2026-11-05
Arlington Trust Co LLC
UNCHANGED4,0704,07000%$267.0K$265.2K-$1.8K2026-10-20
Harbor Asset Planning, Inc.
UNCHANGED4,0664,06600%$266.8K$265.0K-$1.8K2026-10-23
Diversify Advisory Services, LLC
NEW4,036—+4,036——$258.7K—2026-10-20
Diversify Wealth Management, LLC
NEW4,036—+4,036——$258.7K—2026-10-20
Aaron Wealth Advisors LLC
UNCHANGED4,0154,01500%$263.4K$261.6K-$1.8K2026-10-13
South Shore Capital Advisors
NEW4,000—+4,000——$260.6K—2026-10-20
Wealth Dimensions Group, Ltd.
UNCHANGED3,9463,94600%$258.9K$257.1K-$1.8K2026-11-02
Sollinda Capital Management LLC
DECREASED3,9244,024-100-2%$264.0K$255.7K-$8.3K2026-11-09
Forvis Mazars Wealth Advisors, LLC
UNCHANGED3,9063,90600%$256.3K$254.5K-$1.8K2026-10-13
Newman Dignan & Sheerar, Inc.
UNCHANGED3,8703,87000%$253.9K$252.1K-$1.7K2026-10-21
Fortis Capital Advisors, LLC
DECREASED3,8554,703-848-18%$308.6K$251.2K-$57.3K2026-11-09
Aureum Wealth Management, LLC
INCREASED3,8393,094+745+24%$203.0K$250.1K+$47.2K2026-10-15
Madrid Wealth Management, LLC
UNCHANGED3,8273,82700%$251.1K$249.4K-$1.7K2026-10-23
Koshinski Asset Management, Inc.
DECREASED3,7624,423-661-15%$290.2K$245.1K-$45.1K2026-10-29
Florida Financial Advisors, LLC
INCREASED3,7513,346+405+12%$219.5K$244.4K+$24.9K2026-11-09
Beacon Financial Advisory LLC
DECREASED3,7203,798-78-2%$249.2K$242.4K-$6.8K2026-10-16
Brighton Jones LLC
INCREASED3,6903,478+212+6%$228.2K$240.5K+$12.3K2026-11-03
Cape Investment Advisory, Inc.
INCREASED3,6872,518+1,169+46%$165.2K$240.2K+$75.0K2026-10-13
Fortitude Advisory Group L.L.C.
INCREASED3,6723,665+7+0%$240.5K$239.3K-$1.2K2026-10-15
GenWealth Group, Inc.
INCREASED3,6423,331+311+9%$218.5K$237.3K+$18.8K2026-10-16
Range Financial Group LLC
UNCHANGED3,6063,60600%$236.6K$235.0K-$1.6K2026-10-21
Meridian Wealth Management, LLC
INCREASED3,5633,559+4+0%$233.5K$232.1K-$1.3K2026-11-05
Beacon Financial Group
INCREASED3,5343,511+23+1%$230.4K$230.3K-$822026-10-19
KCM Investment Advisors LLC
NEW3,520—+3,520——$229.4K—2026-10-27
Trifecta Capital Advisors, LLC
UNCHANGED3,4803,48000%$228.3K$226.8K-$1.6K2026-10-21
Keystone Wealth Services, LLC
UNCHANGED3,4773,47700%$228.1K$226.2K-$1.9K2026-11-03
PKS Advisory Services, LLC
UNCHANGED3,4573,45700%$226.8K$226.8K$02026-10-26
Signature Wealth Management Partners, LLC
NEW3,450—+3,450——$224.8K—2026-10-21
Independence Wealth Advisors, LLC
UNCHANGED3,4423,44200%$225.8K$224.3K-$1.5K2026-10-29
Ascentis Independent Advisors
NEW3,384—+3,384——$220.5K—2026-11-03
Carter Financial Group, Inc.
UNCHANGED3,3703,37000%$221.1K$219.6K-$1.5K2026-10-21
Avior Wealth Management, LLC
NEW3,353—+3,353——$218.5K—2026-10-13
Carlson Financial, Inc.
NEW3,348—+3,348——$218.2K—2026-11-05
RDA Financial Network
UNCHANGED3,3373,33700%$218.9K$217.4K-$1.5K2026-10-15
Private Client Services, LLC
NEW3,329—+3,329——$216.9K—2026-10-02
Sherman Wealth Management LLC
INCREASED3,3163,278+38+1%$215.1K$216.1K+$1.0K2026-10-16
Advisory Solutions Group, LLC
UNCHANGED3,3093,30900%$217.1K$215.6K-$1.5K2026-10-14
Financial Advisory Corp
UNCHANGED3,2923,29200%$216.0K$214.5K-$1.5K2026-10-14
Simplicity Wealth,LLC
NEW3,258—+3,258——$212.3K—2026-10-23
Entrewealth, LLC
NEW3,177—+3,177——$207.0K—2026-10-14
Matauro, LLC
UNCHANGED3,1523,15200%$206.8K$205.4K-$1.4K2026-11-03
Avaii Wealth Management, LLC
INCREASED3,1083,082+26+1%$202.2K$205.9K+$3.6K2026-10-09
Elevation Wealth Partners, LLC
DECREASED3,1063,179-73-2%$208.6K$202.4K-$6.2K2026-10-07
RMR Wealth Builders
DECREASED3,0903,115-25-1%$204.4K$201.3K-$3.0K2026-10-22
Sloy Dahl & Holst, LLC
UNCHANGED3,0803,08000%$202.1K$200.7K-$1.4K2026-10-14
Equity Wealth Partners, LLC
DECREASED3,0753,086-110%$202.5K$200.4K-$2.1K2026-10-26
Transce3nd, LLC
NEW2,709—+2,709——$173.4K—2026-10-26
Root Financial Partners, LLC
NEW2,526—+2,526——$164.6K—2026-10-21
Hazlett, Burt & Watson, Inc.
UNCHANGED2,4602,46000%$141.0K$141.0K$02026-11-04
Rossby Financial, LCC
INCREASED2,3681,527+841+55%$100.2K$154.3K+$54.1K2026-11-05
GK Wealth Management LLC
DECREASED2,3133,469-1,156-33%$227.6K$150.8K-$76.9K2026-10-09
Manchester Capital Management LLC
UNCHANGED2,2252,22500%$146.0K$145.0K-$1.0K2026-10-22
Private Trust Co NA
INCREASED2,114624+1,490+239%$40.9K$137.7K+$96.8K2026-10-20
Jnba Financial Advisors
DECREASED2,08219,639-17,557-89%$1.3M$135.7K-$1.2M2026-11-03
Networth Advisors, LLC
UNCHANGED1,9851,98500%$130.2K$129.3K-$8922026-11-03
First Pacific Financial
UNCHANGED1,9521,95200%$128.0K$127.2K-$8772026-10-14
Eukles Asset Management
UNCHANGED1,6561,65600%$108.7K$107.9K-$7452026-11-04
North Star Investment Management Corp.
INCREASED1,5011,461+40+3%$95.8K$97.8K+$1.9K2026-10-27
Signature Equity Partners, LLC
INCREASED1,491930+561+60%$61.0K$97.2K+$36.1K2026-10-29
Ulland Investment Advisors, LLC
UNCHANGED1,4501,45000%$95$94.0K+$93.9K2026-10-13
Collier Financial
UNCHANGED1,4391,43900%$94.4K$93.8K-$6482026-11-06
Go Invest LLC
INCREASED1,3961,334+62+5%$87.6K$90.9K+$3.4K2026-10-09
Wilmington Savings Fund Society, FSB
UNCHANGED1,3671,36700%$89.7K$89.1K-$6152026-10-23
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED1,2651,465-200-14%$96.1K$82.4K-$13.7K2026-10-14
Dorato Capital Management
DECREASED1,2581,426-168-12%$90.5K$83.9K-$6.6K2026-10-08
Archer Investment Corp
UNCHANGED1,2361,23600%$81.1K$80.5K-$5562026-11-05
Evolution Wealth Management Inc.
UNCHANGED1,2101,21000%$79.4K$78.8K-$5442026-10-28
Steph & Co
UNCHANGED1,1501,15000%$75.5K$74.9K-$5182026-10-07
Belvedere Trading LLC
NEW1,102—+1,102——$71.8K—2026-11-05
Compass Financial Management LLC
UNCHANGED1,0721,07200%$68.6K$69.9K+$1.2K2026-10-30
Strive Financial Group,LLC
NEW1,000—+1,000——$65.2K—2026-11-09
Murphy & Mullick Capital Management Corp
INCREASED925775+150+19%$50.8K$60.3K+$9.4K2026-11-02
Hurley Capital, LLC
DECREASED796797-10%$52.3K$51.9K-$3582026-11-05
Clearstead Advisors, LLC
INCREASED782609+173+28%$40.0K$51.0K+$11.0K2026-11-06
US Bancorp \de\
DECREASED7561,464-708-48%$96.1K$49.3K-$46.8K2026-11-05
PlanVest Financial, Inc
UNCHANGED71571500%$46.9K$46.6K-$3212026-11-09
Evermay Wealth Management LLC
DECREASED695780-85-11%$51.2K$45.3K-$5.9K2026-11-05
Quest 10 Wealth Builders, Inc.
UNCHANGED63163100%$41.4K$41.1K-$2842026-11-02
10Elms LLP
INCREASED626423+203+48%$27.8K$40.8K+$13.0K2026-11-06
First Community Trust NA
UNCHANGED61561500%$40.4K$40.1K-$2772026-10-07
Nemes Rush Group LLC
UNCHANGED60460400%$39.6K$39.3K-$2712026-11-04
Ashton Thomas Securities, LLC
NEW536—+536——$34.9K—2026-10-26
Hantz Financial Services, Inc.
UNCHANGED51351300%$34$33-$12026-11-09
Gen-Wealth Partners Inc
UNCHANGED51151100%$33.5K$33.3K-$2302026-11-04
Nfsg Corp
NEW500—+500——$32.6K—2026-10-15
Rakuten Securities, Inc.
DECREASED495763-268-35%$50.1K$32.3K-$17.8K2026-11-02
Motco
NEW483—+483——$31.5K—2026-11-09
Nvwm, LLC
UNCHANGED46846800%$30.7K$30.5K-$2102026-10-14
Montgomery Financial Services LLC
UNCHANGED45445400%$29.8K$29.6K-$2042026-11-03
UMB Bank, n.a.
UNCHANGED45245200%$29.7K$29.5K-$2042026-11-06
Cassaday & Co Wealth Management LLC
UNCHANGED43043000%$28.2K$28.0K-$1932026-10-27
PFS Partners, LLC
UNCHANGED42042000%$27.6K$27.4K-$1892026-10-21
Vermillion Wealth Management, Inc.
DECREASED411427-16-4%$28.0K$26.8K-$1.2K2026-10-26
Financial Consulate, Inc
UNCHANGED40740700%$26.7K$26.5K-$1832026-10-23
Roble, Belko & Company, Inc
UNCHANGED40740700%$27$27$02026-11-09
Latitude Advisors, LLC
NEW380—+380——$24.8K—2026-10-27
William Mack & Associates, Inc.
NEW375—+375——$24.4K—2026-10-27
Winthrop Capital Management, LLC
UNCHANGED37337300%$24$24.3K+$24.3K2026-11-05
Meriwether Wealth & Planning, LLC
NEW358—+358——$23.3K—2026-10-13
Parkside Financial Bank & Trust
UNCHANGED34534500%$22.6K$22.5K-$1552026-10-27
Chilton Capital Management LLC
UNCHANGED34434400%$22.6K$22.4K-$1542026-10-28
Berbice Capital Management LLC
UNCHANGED30030000%$19.7K$19.5K-$1352026-10-13
Triumph Capital Management
UNCHANGED30030000%$19.7K$19.5K-$1352026-10-14
Jacobi Capital Management LLC
NEW284—+284——$18.5K—2026-11-05
Country Trust Bank
UNCHANGED26626600%$17.5K$17.3K-$1192026-10-30
Smithfield Trust Co
UNCHANGED23223200%$15$15.0K+$15.0K2026-11-09
Tompkins Financial Corp
UNCHANGED22922900%$15.0K$14.9K-$1032026-10-05
Glass Jacobson Investment Advisors llc
UNCHANGED21121100%$13.8K$13.7K-$952026-10-26
Cranbrook Wealth Management, LLC
UNCHANGED20020000%$13.1K$13.0K-$902026-10-28
Hilltop National Bank
UNCHANGED20020000%$13.1K$13.0K-$902026-10-14
Tsfg, LLC
UNCHANGED20020000%$13.0K$13.0K$02026-10-23
Financial Management Professionals, Inc.
UNCHANGED19819800%$13.0K$12.9K-$892026-10-23
IMG Wealth Management, Inc.
DECREASED197277-80-29%$18.2K$12.8K-$5.3K2026-10-27
Bell Investment Advisors, Inc
UNCHANGED19719700%$12.9K$12.8K-$892026-10-29
CrossGen Wealth, LLC
NEW186—+186——$12.1K—2026-10-30
Darwin Wealth Management, LLC
DECREASED1831,185-1,002-85%$77.8K$11.9K-$65.8K2026-11-09
Sfam, LLC
INCREASED17172+99+138%$4.7K$11.2K+$6.4K2026-11-03
Signaturefd, LLC
UNCHANGED17017000%$11.2K$11.1K-$772026-10-23
North Point Portfolio Managers Corp
NEW150—+150——$9.8K—2026-10-07
Aspect Partners, LLC
UNCHANGED14214200%$9.3K$9.3K-$642026-10-20
Russell Investments Group, Ltd.
UNCHANGED14114100%$9.3K$9.2K-$632026-11-06
Granville Capital, Inc.
UNCHANGED12212200%$8.0K$8.0K-$542026-11-05
Abound Wealth Management
UNCHANGED11011000%$7.2K$7.2K-$502026-10-26
Flagship Wealth Advisors, LLC
UNCHANGED11011000%$7.2K$7.2K-$492026-11-03
Bessemer Group Inc
NEW100—+100——$7—2026-11-09
Nova Financial LLC
NEW100—+100——$6.5K—2026-11-04
First Command Advisory Services, Inc.
UNCHANGED10010000%$6.6K$6.5K-$452026-11-05
Physician Wealth Advisors, Inc.
UNCHANGED10010000%$6.6K$6.5K-$452026-10-20
Strategic Advocates LLC
UNCHANGED10010000%$6.6K$6.5K-$452026-11-03
Powell Investment Advisors, LLC
UNCHANGED989800%$6.4K$6.4K-$442026-10-22
Oakworth Capital, Inc.
UNCHANGED909000%$5.7K$5.9K+$1372026-10-26
Morton Brown Family Wealth, LLC
UNCHANGED656500%$4.3K$4.2K-$302026-10-23
Montag A & Associates Inc
INCREASED6055+5+9%$3.6K$3.9K+$3012026-10-29
Ascentis Wealth Management, LLC
NEW53—+53——$3.5K—2026-11-03
Bangor Savings Bank
UNCHANGED525200%$3.4K$3.4K-$242026-10-06
N.E.W. Advisory Services LLC
UNCHANGED505000%$3.3K$3.3K-$232026-11-09
Valley National Advisers Inc
UNCHANGED454500%$2.9K$2.9K-$202026-10-23
SJS Investment Consulting Inc.
DECREASED4351-8-16%$3.4K$2.8K-$5442026-10-26
Bfsg, LLC
NEW40—+40——$2.6K—2026-10-30
Pacific Center for Financial Services
UNCHANGED353500%$2.3K$2.3K-$162026-10-15
Cullen T Bankers, Inc.
UNCHANGED252500%$1.6K$1.6K-$112026-10-28
Caldwell Trust Co
UNCHANGED121200%$787$782-$52026-10-30
Pittenger & Anderson Inc
UNCHANGED7700%$460$457-$32026-11-02
Key Capital Management, Inc
NEW4—+4——$261—2026-11-03
Foresight Capital Management Advisors, Inc.
NEW1—+1——$65—2026-10-27
Transcendent Capital Group LLC
CLOSED059,204-59,204-100%$3.9M$0-$3.9M2026-10-28
Plan Group Financial, LLC
CLOSED024,614-24,614-100%$1.6M$0-$1.6M2026-10-22
Larry Mathis Financial Planning, LLC
CLOSED019,423-19,423-100%$1.3M$0-$1.3M2026-10-26
Providence First Trust Co
CLOSED011,572-11,572-100%$759.2K$0-$759.2K2026-11-02
Principle Wealth Partners LLC
CLOSED09,175-9,175-100%$602.0K$0-$602.0K2026-11-02
HBK Sorce Advisory LLC
CLOSED09,141-9,141-100%$570.0K$0-$570.0K2026-11-06
Sightline Wealth Advisors, LLC
CLOSED06,665-6,665-100%$437.3K$0-$437.3K2026-10-21
Beacon Capital Management, LLC
CLOSED06,497-6,497-100%$426.2K$0-$426.2K2026-10-23
Legacy Financial Advisors, Inc.
CLOSED06,027-6,027-100%$395.4K$0-$395.4K2026-11-09
Cutler Investment Counsel LLC
CLOSED04,864-4,864-100%$319.1K$0-$319.1K2026-10-28
Vestor Capital, LLC
CLOSED04,744-4,744-100%$64$0-$642026-11-04
Convergence Financial, LLC
CLOSED04,000-4,000-100%$262.4K$0-$262.4K2026-10-27
Trek Financial, LLC
CLOSED03,965-3,965-100%$260.1K$0-$260.1K2026-10-29
Signal Advisors Wealth, LLC
CLOSED03,532-3,532-100%$231.7K$0-$231.7K2026-10-13
Berman McAleer LLC
CLOSED03,250-3,250-100%$213.2K$0-$213.2K2026-10-16
Able Wealth Management LLC
CLOSED03,245-3,245-100%$212.9K$0-$212.9K2026-10-13
Gill Capital Partners, LLC
CLOSED02,859-2,859-100%$187.6K$0-$187.6K2026-10-13
Park Place Capital Corp
CLOSED01,202-1,202-100%$78.9K$0-$78.9K2026-11-09
Tucker Asset Management LLC
CLOSED0664-664-100%$43.6K$0-$43.6K2026-10-29
Asset Dedication, LLC
CLOSED075-75-100%$4.9K$0-$4.9K2026-11-03
Mountain Hill Investment Partners Corp.
CLOSED015-15-100%$985$0-$9852026-10-23
Plante Moran Financial Advisors, LLC
CLOSED013-13-100%$853$0-$8532026-11-04
Islay Capital Management, LLC
CLOSED06-6-100%$394$0-$3942026-10-20
Sankala Group LLC
CLOSED04-4-100%$251$0-$2512026-11-09
Compagnie Lombard Odier SCmA
CLOSED000—$0$0$02026-11-04
Illumine Investment Management, LLC
UNCHANGED000—$203.3K$333.4K+$130.2K2026-10-22
Bank of America Corp
N/A—9,110,421-9,110,421-100%$597.7M———
Morgan Stanley
N/A—5,314,556-5,314,556-100%$348.7M———
UBS Group AG
N/A—4,444,054-4,444,054-100%$291.6M———
Wells Fargo & Company
N/A—1,764,480-1,764,480-100%$115.8M———
Northwestern Mutual Wealth Management Co
N/A—1,702,005-1,702,005-100%$111.7M———
Cetera Investment Advisers
N/A—1,664,465-1,664,465-100%$109.2M———
JPMorgan Chase & Co
N/A—1,520,029-1,520,029-100%$97.6M———
Hancock Prospecting Pty Ltd
N/A—1,494,534-1,494,534-100%$98.1M———
Royal Bank of Canada
N/A—1,429,186-1,429,186-100%$93.8M———
Neuberger Berman Group LLC
N/A—1,425,655-1,425,655-100%$93.5M———
Raymond James Financial Inc
N/A—1,332,917-1,332,917-100%$87.5M———
Envestnet Asset Management Inc
N/A—664,484-664,484-100%$43.6M———
FIL Ltd
N/A—661,709-661,709-100%$43.4M———
Osaic Holdings, Inc.
N/A—596,671-596,671-100%$39.1M———
Old Mission Capital LLC
N/A—557,077-557,077-100%$36.5M———
Rockefeller Capital Management L.P.
N/A—496,100-496,100-100%$32.5M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—459,796-459,796-100%$30.2M———
MML Investors Services, LLC
N/A—446,630-446,630-100%$29.3M———
Jones Financial Companies Lllp
N/A—427,462-427,462-100%$27.0M———
Proficio Capital Partners LLC
N/A—379,934-379,934-100%$24.9M———
Stifel Financial Corp
N/A—316,751-316,751-100%$20.8M———
NewEdge Advisors, LLC
N/A—306,890-306,890-100%$20.1M———
Prudent Investors Network, Inc.
N/A—246,460-246,460-100%$16.2M———
Alliancebernstein L.P.
N/A—241,279-241,279-100%$11.3M———
Adapt Wealth Advisors, LLC
N/A—213,783-213,783-100%$14.0M———
Marshall Wace, LLP
N/A—198,375-198,375-100%$13.0M———
Principal Securities, Inc.
N/A—179,415-179,415-100%$11.8M———
Aptus Capital Advisors, LLC
N/A—174,713-174,713-100%$11.5M———
Private Advisor Group, LLC
N/A—156,267-156,267-100%$10.3M———
Modern Wealth Management, LLC
N/A—150,143-150,143-100%$9.9M———
Black Swift Group, LLC
N/A—148,960-148,960-100%$9.8M———
Quadrature Capital Ltd
N/A—133,195-133,195-100%$8.7M———
GTS Securities LLC
N/A—128,430-128,430-100%$8.4M———
Pillsbury Lake Capital LLC
N/A—127,765-127,765-100%$8.4M———
Bleakley Financial Group, LLC
N/A—125,153-125,153-100%$8.2M———
Citadel Advisors LLC
N/A—108,618-108,618-100%$7.1M———
National Philanthropic Trust
N/A—99,175-99,175-100%$6.5M———
Janney Montgomery Scott LLC
N/A—98,524-98,524-100%$6.5M———
Bienville Capital Management, LLC
N/A—98,021-98,021-100%$6.4M———
Perennial Investment Advisors, LLC
N/A—96,918-96,918-100%$6.4M———
Baird Financial Group, Inc.
N/A—96,564-96,564-100%$6.3M———
Stratos Wealth Partners, Ltd.
N/A—91,961-91,961-100%$6.0M———
Steward Partners Investment Advisory, LLC
N/A—89,628-89,628-100%$5.9M———
Equitable Holdings, Inc.
N/A—89,132-89,132-100%$5.8M———
Cerity Partners LLC
N/A—87,326-87,326-100%$5.7M———
Wealth Management Associates, Inc.
N/A—82,563-82,563-100%$5.4M———
IAM Advisory, LLC
N/A—80,034-80,034-100%$5.3M———
5T Wealth, LLC
N/A—78,048-78,048-100%$5.1M———
Cresset Asset Management, LLC
N/A—75,331-75,331-100%$4.9M———
Aspire Capital Advisors LLC
N/A—74,070-74,070-100%$4.9M———
Ameritas Advisory Services, LLC
N/A—73,881-73,881-100%$4.8M———
Summit Financial, LLC
N/A—73,497-73,497-100%$4.8M———
Qube Research & Technologies Ltd
N/A—72,615-72,615-100%$4.8M———
Byrne Financial Freedom, LLC
N/A—67,921-67,921-100%$4.5M———
Estate Planners Group, LLC
N/A—66,589-66,589-100%$4.4M———
Waverly Advisors, LLC
N/A—64,451-64,451-100%$4.2M———
Smith, Moore & Co.
N/A—62,940-62,940-100%$4.1M———
Aspen Wealth Strategies, LLC
N/A—58,370-58,370-100%$3.8M———
AE Wealth Management LLC
N/A—56,595-56,595-100%$3.7M———
Tradition Wealth Management, LLC
N/A—54,861-54,861-100%$3.6M———
Thompson David Blair
N/A—50,626-50,626-100%$3.3M———
Bravera Wealth
N/A—49,843-49,843-100%$3.3M———
Integrated Wealth Concepts LLC
N/A—48,448-48,448-100%$3.2M———
Beacon Pointe Advisors, LLC
N/A—46,661-46,661-100%$3.1M———
Pursue Wealth Partners LLC
N/A—46,475-46,475-100%$3.0M———
ArborFi Advisors, LLC
N/A—43,248-43,248-100%$2.8M———
Orion Porfolio Solutions, LLC
N/A—43,192-43,192-100%$2.8M———
Fosun International Ltd
N/A—41,689-41,689-100%$2.7M———
Stephens Inc
N/A—40,883-40,883-100%$2.7M———
FMR LLC
N/A—40,611-40,611-100%$2.7M———
Perissos Private Wealth Management, LLC
N/A—39,959-39,959-100%$2.6M———
PFG Investments, LLC
N/A—38,991-38,991-100%$2.6M———
Sanctuary Advisors, LLC
N/A—37,374-37,374-100%$2.5M———
Loomis Sayles & Co L P
N/A—37,334-37,334-100%$2.4M———
Insigneo Advisory Services, LLC
N/A—37,153-37,153-100%$2.4M———
Mariner, LLC
N/A—36,923-36,923-100%$2.4M———
L & S Advisors Inc
N/A—35,520-35,520-100%$2.3M———
Arax Advisory Partners
N/A—35,055-35,055-100%$2.3M———
MAI Capital Management
N/A—34,806-34,806-100%$2.3M———
Prelude Capital Management, LLC
N/A—31,862-31,862-100%$2.1M———
&partners
N/A—31,642-31,642-100%$2.1M———
SOA Wealth Advisors, Llc.
N/A—30,853-30,853-100%$66.9K———
HSBC Holdings PLC
N/A—28,800-28,800-100%$1.9M———
Pitcairn Wealth Advisors LLC
N/A—28,419-28,419-100%$1.9M———
Focus Partners Wealth
N/A—28,277-28,277-100%$1.9M———
Cofg Advisors, LLC
N/A—28,020-28,020-100%$1.8M———
Twin Focus Capital Partners, LLC
N/A—27,865-27,865-100%$1.8M———
Benson Wealth Management Inc
N/A—27,752-27,752-100%$1.8M———
Susquehanna International Group, LLP
N/A—27,181-27,181-100%$1.8M———
Centaurus Financial, Inc.
N/A—26,275-26,275-100%$1.7M———
EP Wealth Advisors, LLC
N/A—26,204-26,204-100%$1.7M———
Wealthspire Advisors, LLC
N/A—25,855-25,855-100%$1.7M———
Mutual Advisors, LLC
N/A—24,476-24,476-100%$1.6M———
Kingsview Wealth Management, LLC
N/A—23,759-23,759-100%$1.6M———
Kovack Advisors, Inc.
N/A—22,984-22,984-100%$1.5M———
NewEdge Wealth, LLC
N/A—22,759-22,759-100%$1.5M———
Calydon Capital
N/A—22,150-22,150-100%$1.5M———
AQR Capital Management LLC
N/A—21,088-21,088-100%$1.4M———
Advisory Services Network, LLC
N/A—20,993-20,993-100%$1.4M———
Boothbay Fund Management, LLC
N/A—20,678-20,678-100%$1.4M———
Gladstone Institutional Advisory LLC
N/A—20,393-20,393-100%$1.3M———
Texas Yale Capital Corp.
N/A—20,200-20,200-100%$1.3M———
Snowden Capital Advisors LLC
N/A—20,112-20,112-100%$1.3M———
Pathstone Holdings, LLC
N/A—19,083-19,083-100%$1.3M———
Betterment LLC
N/A—19,054-19,054-100%$1.3M———
BNP Paribas Financial Markets
N/A—18,967-18,967-100%$1.2M———
Pinnacle Financial Partners, Inc.
N/A—18,734-18,734-100%$1.2M———
Maridea Wealth Management LLC
N/A—18,290-18,290-100%$1.2M———
Scotia Capital Inc.
N/A—18,270-18,270-100%$1.2M———
Stratos Wealth Advisors, LLC
N/A—18,188-18,188-100%$1.2M———
BlackRock, Inc.
N/A—17,936-17,936-100%$1.2M———
Keel Point, LLC
N/A—17,560-17,560-100%$1.2M———
CIBC Bancorp USA Inc.
N/A—17,484-17,484-100%$1.1M———
Vestmark Advisory Solutions, Inc.
N/A—17,116-17,116-100%$1.1M———
CreativeOne Wealth, LLC
N/A—16,978-16,978-100%$1.1M———
LRI Investments, LLC
N/A—16,738-16,738-100%$1.1M———
Stratos Investment Management, LLC
N/A—16,291-16,291-100%$1.1M———
OneDigital Investment Advisors LLC
N/A—16,191-16,191-100%$1.1M———
KMT Wealth Management, LLC
N/A—16,180-16,180-100%$1.1M———
Clarendon Private LLC
N/A—15,727-15,727-100%$1.0M———
United Capital Financial Advisors, LLC
N/A—15,406-15,406-100%$1.0M———
Rollins Financial Advisors, LLC
N/A—15,399-15,399-100%$1.0M———
Fortis Capital Management LLC
N/A—15,365-15,365-100%$1.0M———
Bank OZK
N/A—15,000-15,000-100%$984.2K———
IHT Wealth Management, LLC
N/A—14,888-14,888-100%$976.8K———
Manning & Napier Advisors LLC
N/A—14,528-14,528-100%$933.0K———
Ancora Advisors LLCA
N/A—14,508-14,508-100%$951.9K———
Commerce Bank
N/A—14,474-14,474-100%$949.6K———
Keystone Financial Group
N/A—14,169-14,169-100%$929.6K———
OneAscent Financial Services LLC
N/A—14,113-14,113-100%$925.9K———
Lowery Thomas, LLC
N/A—14,017-14,017-100%$919.6K———
Peak Planning Group, LLC
N/A—13,755-13,755-100%$902.5K———
Ciovacco Capital Management LLC
N/A—13,731-13,731-100%$900.9K———
BOK Financial Private Wealth, Inc.
N/A—13,550-13,550-100%$889.0K———
Captrust Financial Advisors
N/A—13,391-13,391-100%$878.6K———
SG Americas Securities, LLC
N/A—13,195-13,195-100%$866.0K———
Waddell & Associates, LLC
N/A—12,911-12,911-100%$847.1K———
E-Wealth Partners, LLC
N/A—12,439-12,439-100%$816.1K———
Sequoia Financial Advisors, LLC
N/A—12,153-12,153-100%$797.4K———
Global Retirement Partners, LLC
N/A—11,942-11,942-100%$783.5K———
Banque Transatlantique SA
N/A—11,928-11,928-100%$782.6K———
Brookwood Investment Group LLC
N/A—11,841-11,841-100%$776.9K———
Nomura Asset Management Co LTD
N/A—11,572-11,572-100%$759.2K———
Moneta Group Investment Advisors LLC
N/A—11,420-11,420-100%$749.3K———
Ameritas Investment Partners, Inc.
N/A—10,889-10,889-100%$714.4K———
Point72 Asset Management, L.P.
N/A—10,856-10,856-100%$712.3K———
Hudson Portfolio Management LLC
N/A—10,576-10,576-100%$693.9K———
Strategic Financial Concepts, LLC
N/A—10,429-10,429-100%$684.2K———
Berger Financial Group, Inc
N/A—10,113-10,113-100%$663.5K———
National Bank of Canada
N/A—9,783-9,783-100%$639.6K———
O'rourke & Company, Inc
N/A—9,634-9,634-100%$632.1K———
Nuveen, LLC
N/A—9,618-9,618-100%$631.0K———
Leigh Baldwin & Co., LLC
N/A—9,607-9,607-100%$630.3K———
Arkadios Wealth Advisors
N/A—9,554-9,554-100%$626.8K———
Ameriprise Financial Inc
N/A—9,533-9,533-100%$625.5K———
Quantinno Capital Management LP
N/A—9,371-9,371-100%$614.9K———
Regal Investment Advisors LLC
N/A—9,284-9,284-100%$609.1K———
Tudor Investment Corp ET AL
N/A—9,091-9,091-100%$596.5K———
Savvy Advisors, Inc.
N/A—9,052-9,052-100%$593.9K———
Bluespring Wealth Management, LLC
N/A—9,002-9,002-100%$590.6K———
Pacific SUN Financial Corp
N/A—8,926-8,926-100%$585.6K———
World Investment Advisors
N/A—8,316-8,316-100%$388.1K———
Resurgent Financial Advisors LLC
N/A—8,263-8,263-100%$542.1K———
Essex Financial Services, Inc.
N/A—8,192-8,192-100%$537.5K———
Madison Asset Management, LLC
N/A—8,173-8,173-100%$536.2K———
Dakota Wealth Management
N/A—7,746-7,746-100%$508.2K———
PCG Wealth Advisors, LLC
N/A—7,579-7,579-100%$497.3K———
SCS Capital Management LLC
N/A—7,435-7,435-100%$487.8K———
FAS Wealth Partners, Inc.
N/A—7,219-7,219-100%$473.6K———
Berkeley Capital Partners, LLC
N/A—7,147-7,147-100%$468.9K———
Cornerstone Select Advisors, LLC
N/A—7,089-7,089-100%$465.1K———
Headlands Technologies LLC
N/A—7,087-7,087-100%$465.0K———
Foundations Investment Advisors, LLC
N/A—6,938-6,938-100%$455.2K———
Owen LaRue, LLC
N/A—6,785-6,785-100%$445.2K———
MJP Associates Inc
N/A—6,656-6,656-100%$436.7K———
Beck Capital Management, LLC
N/A—6,258-6,258-100%$410.6K———
Allied Private Wealth LLC
N/A—5,922-5,922-100%$370.6K———
Hilltop Holdings Inc.
N/A—5,773-5,773-100%$378.8K———
Gateway Wealth Partners, LLC
N/A—5,706-5,706-100%$374.4K———
Brown Advisory Inc
N/A—5,658-5,658-100%$371.2K———
Fiduciary Financial Advisors
N/A—5,628-5,628-100%$369.3K———
Two Sigma Securities, LLC
N/A—5,525-5,525-100%$362.5K———
Curi Capital, LLC
N/A—5,383-5,383-100%$353.2K———
Northern Trust Corp
N/A—5,351-5,351-100%$351.1K———
Cary Street Partners Financial LLC
N/A—5,255-5,255-100%$344.8K———
Cascade Financial Partners, LLC
N/A—5,190-5,190-100%$340.5K———
Vident Advisory, LLC
N/A—5,168-5,168-100%$339.1K———
O'shaughnessy Asset Management, LLC
N/A—5,029-5,029-100%$330.0K———
Benjamin Edwards Inc
N/A—5,002-5,002-100%$328.4K———
Main Street Financial Solutions, LLC
N/A—5,000-5,000-100%$328.1K———
Next Capital Management LLC
N/A—4,848-4,848-100%$318.1K———
Bradley Foster & Sargent Inc
N/A—4,807-4,807-100%$315.4K———
Pure Financial Advisors, LLC
N/A—4,780-4,780-100%$313.6K———
Kintra Wealth, LLC
N/A—4,637-4,637-100%$299.6K———
WorthPointe, LLC
N/A—4,525-4,525-100%$296.9K———
Howe & Rusling Inc
N/A—4,525-4,525-100%$296.9K———
Beaird Harris Wealth Management, LLC
N/A—4,512-4,512-100%$296.0K———
Fielder Capital Group LLC
N/A—4,502-4,502-100%$295.4K———
Disciplined Investors, L.L.C.
N/A—4,475-4,475-100%$293.6K———
Cannell & Spears LLC
N/A—4,410-4,410-100%$289.3K———
MTM Financial Group, LLC
N/A—4,199-4,199-100%$275.5K———
Transcend Capital Advisors, LLC
N/A—4,180-4,180-100%$274.2K———
Quantum Portfolio Management LLC
N/A—4,146-4,146-100%$272.0K———
UBS Asset Management Americas LLC
N/A—4,083-4,083-100%$267.9K———
Resolute Wealth Strategies, LLC
N/A—4,052-4,052-100%$265.9K———
Crewe Advisors LLC
N/A—3,982-3,982-100%$261.3K———
Intrepid Financial Planning Group LLC
N/A—3,717-3,717-100%$243.9K———
SHP Wealth Management
N/A—3,704-3,704-100%$243.0K———
Envestnet Portfolio Solutions, Inc.
N/A—3,688-3,688-100%$242.0K———
Atlantic Union Bankshares Corp
N/A—3,636-3,636-100%$238.6K———
Westbourne Investments, Inc.
N/A—3,600-3,600-100%$236.2K———
Advisors Capital Management, LLC
N/A—3,522-3,522-100%$231.1K———
IEQ Capital, LLC
N/A—3,500-3,500-100%$229.6K———
Kerr Financial Planning Corp
N/A—3,350-3,350-100%$219.8K———
Simmons Bank
N/A—3,333-3,333-100%$218.7K———
Caprock Group, LLC
N/A—3,309-3,309-100%$217.1K———
Greenwich Wealth Management LLC
N/A—3,244-3,244-100%$213.0K———
CFO4Life Group, LLC
N/A—3,222-3,222-100%$211.4K———
Index Technologies Group LLC
N/A—2,998-2,998-100%$196.7K———
JPL Wealth Management, LLC
N/A—2,775-2,775-100%$182.1K———
Glenmede Trust Co NA
N/A—2,707-2,707-100%$177.6K———
Rothschild Investment LLC
N/A—2,386-2,386-100%$156.6K———
Founders Financial Alliance, LLC
N/A—2,252-2,252-100%$147.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,028-2,028-100%$133.0K———
Federation des caisses Desjardins du Quebec
N/A—2,015-2,015-100%$132.2K———
Huntington National Bank
N/A—1,995-1,995-100%$130.9K———
Ameriflex Group, Inc.
N/A—1,615-1,615-100%$106.0K———
Burnham & Co LLC
N/A—1,557-1,557-100%$102.2K———
Glen Eagle Advisors, LLC
N/A—1,540-1,540-100%$101.1K———
Regatta Research & Money Management
N/A—1,531-1,531-100%$100.5K———
Whittier Trust Co of Nevada Inc
N/A—1,189-1,189-100%$73.8K———
Keating Financial Advisory Services, Inc.
N/A—1,160-1,160-100%$76.1K———
EFG International AG
N/A—1,055-1,055-100%$69.2K———
Private Wealth Asset Management, LLC
N/A—935-935-100%$61.3K———
TD Capital Management LLC
N/A—877-877-100%$57.5K———
Smartleaf Asset Management LLC
N/A—739-739-100%$47.5K———
Hollencrest Capital Management
N/A—676-676-100%$44.4K———
Mpwm Advisory Solutions, LLC
N/A—602-602-100%$39.5K———
Crews Bank & Trust
N/A—550-550-100%$36.1K———
Bogart Wealth, LLC
N/A—494-494-100%$32.4K———
Vision Retirement, LLC
N/A—450-450-100%$29.5K———
HM Payson & Co
N/A—416-416-100%$27.3K———
Front Row Advisors LLC
N/A—408-408-100%$25.8K———
Game Plan Financial Advisors, LLC
N/A—400-400-100%$26.2K———
Wellington-Altus USA Inc.
N/A—388-388-100%$18.1K———
Edmond de Rothschild Holding S.A.
N/A—382-382-100%$25.1K———
Steigerwald, Gordon & Koch Inc.
N/A—358-358-100%$23.5K———
Van Eck Associates Corp
N/A—356-356-100%$23.4K———
Continuum Advisory, LLC
N/A—353-353-100%$23.2K———
BFC Planning, Inc.
N/A—350-350-100%$23.0K———
Copia Wealth Management
N/A—332-332-100%$21.8K———
Group One Trading LLC
N/A—325-325-100%$21.3K———
Strategic Wealth Partners, Ltd.
N/A—290-290-100%$19.0K———
Synergy Investment Management, LLC
N/A—284-284-100%$18.6K———
Lavaca Capital LLC
N/A—233-233-100%$15.3K———
Main Management LLC
N/A—215-215-100%$14.0K———
IMA Advisory Services, Inc.
N/A—201-201-100%$13.2K———
Nalls Sherbakoff Group, LLC
N/A—185-185-100%$12.1K———
Tanglewood Legacy Advisors, LLC
N/A—166-166-100%$10.9K———
Bartlett & Co. Wealth Management LLC
N/A—155-155-100%$10.2K———
Medallion Wealth Advisors, LLC
N/A—105-105-100%$6.9K———
Silicon Valley Capital Partners
N/A—102-102-100%$6.7K———
Franklin Resources Inc
N/A—100-100-100%$6.6K———
Fourth Dimension Wealth, LLC
N/A—100-100-100%$6.6K———
Bellevue Asset Management, LLC
N/A—100-100-100%$6.6K———
Nova Wealth Management, Inc.
N/A—74-74-100%$4.9K———
Mark Sheptoff Financial Planning, LLC
N/A—73-73-100%$4.8K———
ST Germain D J Co Inc
N/A—59-59-100%$3.9K———
Mcguire Capital Advisors Inc
N/A—48-48-100%$3.1K———
Anchor Bay Capital, Inc.
N/A—35-35-100%$2.2K———
Operose Advisors LLC
N/A—30-30-100%$2.0K———
Showing 740 of 740 institutions