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Global X Defense Tech ETF (SHLD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares5,611,444 from 5,291,103
Change+320,341 (+6%)
Value$337.1M (+$21.2M)
Filed 2026-11-06
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares5,160,800 from 6,990,465
Change-1,829,665 (-26%)
Value$310.1M (-$108.3M)
Filed 2026-11-02
Bank of Montreal
INCREASED
Shares3,386,134 from 3,140,770
Change+245,364 (+8%)
Value$203.4M (+$15.9M)
Filed 2026-11-09
Merit Financial Group, LLC
INCREASED
Shares1,207,959 from 1,172,606
Change+35,353 (+3%)
Value$72.6M (+$2.6M)
Filed 2026-11-06
Sofi Wealth, LLC
INCREASED
Shares940,379 from 823,592
Change+116,787 (+14%)
Value$56.5M (+$7.3M)
Filed 2026-10-27
Thrivent Financial for Lutherans
INCREASED
Shares709,738 from 435,066
Change+274,672 (+63%)
Value$42.7M (+$16.7M)
Filed 2026-11-05
Global X Japan Co., Ltd.
DECREASED
Shares638,258 from 689,061
Change-50,803 (-7%)
Value$38.3M (-$2.8M)
Filed 2026-10-21
Ascent Group, LLC
DECREASED
Shares388,459 from 444,378
Change-55,919 (-13%)
Value$23.3M (-$3.2M)
Filed 2026-10-30
Vise Technologies, Inc.
INCREASED
Shares385,124 from 295,524
Change+89,600 (+30%)
Value$23.1M (+$5.5M)
Filed 2026-10-29
Henshaw Capital LLC
DECREASED
Shares375,000 from 759,000
Change-384,000 (-51%)
Value$22.5M (-$22.8M)
Filed 2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares334,229 from 355,947
Change-21,718 (-6%)
Value$20.1M (-$1.2M)
Filed 2026-10-14
Meitav Investment House LTD
INCREASED
Shares328,318 from 327,597
Change+721 (+0%)
Value$19.7M (+$164.5K)
Filed 2026-10-28
Triad Wealth Partners, LLC
DECREASED
Shares299,319 from 358,058
Change-58,739 (-16%)
Value$18.0M (-$5.1M)
Filed 2026-10-26
Goldstein Advisors, LLC
DECREASED
Shares294,213 from 335,543
Change-41,330 (-12%)
Value$17.7M (-$2.4M)
Filed 2026-10-15
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares281,671 from 219,730
Change+61,941 (+28%)
Value$16.9M (+$3.8M)
Filed 2026-11-02
Valley Wealth Managers, Inc.
INCREASED
Shares259,995 from 243,238
Change+16,757 (+7%)
Value$15.6M (+$1.1M)
Filed 2026-10-09
Park Avenue Securities LLC
INCREASED
Shares258,489 from 168,153
Change+90,336 (+54%)
Value$15.5M (+$5.5M)
Filed 2026-10-26
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
UNCHANGED
Shares245,627 from 245,627
Change0 (0%)
Value$14.8M (+$45.0K)
Filed 2026-11-09
Patton Albertson Miller Group, LLC
INCREASED
Shares236,168 from 224,449
Change+11,719 (+5%)
Value$14.2M (+$787.1K)
Filed 2026-10-26
Evolution Wealth Advisors, LLC
INCREASED
Shares234,381 from 220,193
Change+14,188 (+6%)
Value$14.1M (+$933.9K)
Filed 2026-11-03
MGO One Seven LLC
INCREASED
Shares230,236 from 227,846
Change+2,390 (+1%)
Value$13.8M (+$227.9K)
Filed 2026-10-28
Shepherd Financial Partners LLC
DECREASED
Shares216,855 from 297,514
Change-80,659 (-27%)
Value$13.0M (-$4.7M)
Filed 2026-11-03
West Wealth Group, LLC
INCREASED
Shares209,693 from 204,917
Change+4,776 (+2%)
Value$12.6M (+$362.8K)
Filed 2026-10-14
Tennessee Valley Asset Management Partners
INCREASED
Shares203,014 from 165,561
Change+37,453 (+23%)
Value$12.2M (+$2.3M)
Filed 2026-11-03
Decker Wealth Management LLC
DECREASED
Shares193,024 from 193,358
Change-334 (0%)
Value$11.6M (+$51.5K)
Filed 2026-10-09
CFS Investment Advisory Services, LLC
INCREASED
Shares176,189 from 174,549
Change+1,640 (+1%)
Value$10.6M (-$582.2K)
Filed 2026-10-19
Perigon Wealth Management, LLC
DECREASED
Shares175,035 from 178,386
Change-3,351 (-2%)
Value$10.5M (-$135.3K)
Filed 2026-10-22
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares163,202 from 126,408
Change+36,794 (+29%)
Value$9.6M (+$2.0M)
Filed 2026-10-20
HighTower Advisors, LLC
INCREASED
Shares162,334 from 155,372
Change+6,962 (+4%)
Value$9.8M (+$475.8K)
Filed 2026-11-10
KWB Wealth
DECREASED
Shares161,467 from 204,879
Change-43,412 (-21%)
Value$9.7M (-$2.5M)
Filed 2026-10-16
Horst & Graben Wealth Management LLC
DECREASED
Shares160,370 from 202,340
Change-41,970 (-21%)
Value$9.6M (-$2.8M)
Filed 2026-11-02
New England Private Wealth Advisors LLC
INCREASED
Shares149,505 from 149,135
Change+370 (+0%)
Value$9.0M (-$414.7K)
Filed 2026-10-19
Cardinal Strategic Wealth Guidance
DECREASED
Shares146,169 from 154,389
Change-8,220 (-5%)
Value$8.8M (-$436.8K)
Filed 2026-11-02
Potentia Wealth
INCREASED
Shares144,977 from 143,846
Change+1,131 (+1%)
Value$8.7M (+$121.2K)
Filed 2026-11-09
Physician Wealth Advisors, Inc.
DECREASED
Shares144,478 from 169,122
Change-24,644 (-15%)
Value$8.7M (-$1.4M)
Filed 2026-10-20
Farther Finance Advisors, LLC
DECREASED
Shares142,860 from 159,160
Change-16,300 (-10%)
Value$8.6M (-$920.4K)
Filed 2026-10-08
Security Financial Services, Inc.
DECREASED
Shares139,903 from 162,500
Change-22,597 (-14%)
Value$8.4M (-$1.3M)
Filed 2026-10-29
Kelly Financial Services LLC
DECREASED
Shares134,139 from 157,258
Change-23,119 (-15%)
Value$8.1M (-$1.3M)
Filed 2026-10-20
Pettinga Financial Advisors LLC
DECREASED
Shares133,889 from 158,324
Change-24,435 (-15%)
Value$8.0M (-$1.4M)
Filed 2026-10-13
Strategic Blueprint, LLC
DECREASED
Shares133,795 from 147,408
Change-13,613 (-9%)
Value$8.0M (-$763.3K)
Filed 2026-10-22
Commonwealth Equity Services, LLC
DECREASED
Shares133,158 from 267,424
Change-134,266 (-50%)
Value$8.0M (-$8.0M)
Filed 2026-11-02
Embree Financial Group
DECREASED
Shares129,318 from 130,116
Change-798 (-1%)
Value$7.8M (+$241)
Filed 2026-10-22
Beacon Financial Group
DECREASED
Shares127,324 from 128,904
Change-1,580 (-1%)
Value$7.6M (-$47.2K)
Filed 2026-10-19
Kestra Private Wealth Services, LLC
INCREASED
Shares117,629 from 92,441
Change+25,188 (+27%)
Value$7.1M (+$1.5M)
Filed 2026-11-06
Archer Investment Management, LLC
INCREASED
Shares112,531 from 98,551
Change+13,980 (+14%)
Value$6.8M (+$876.4K)
Filed 2026-10-13
Bridgelight Financial Advisors, Inc.
INCREASED
Shares111,700 from 109,512
Change+2,188 (+2%)
Value$6.7M (+$172.0K)
Filed 2026-10-20
Sharkey, Howes & Javer
DECREASED
Shares109,707 from 113,048
Change-3,341 (-3%)
Value$6.6M (-$158.9K)
Filed 2026-10-22
Midwest Capital Advisors, LLC
DECREASED
Shares105,356 from 127,758
Change-22,402 (-18%)
Value$6.3M (-$1.3M)
Filed 2026-11-04
Avid Wealth Partners LLC
INCREASED
Shares104,717 from 86,848
Change+17,869 (+21%)
Value$6.3M (+$1.1M)
Filed 2026-11-03
Plancorp, LLC
DECREASED
Shares99,147 from 136,498
Change-37,351 (-27%)
Value$6.3M (-$1.9M)
Filed 2026-11-03
Beacon Capital Management, LLC
INCREASED
Shares98,714 from 86,304
Change+12,410 (+14%)
Value$5.9M (+$777.5K)
Filed 2026-10-23
Independent Financial Group, LLC
DECREASED
Shares96,837 from 104,905
Change-8,068 (-8%)
Value$5.8M (-$445.9K)
Filed 2026-10-13
ShoreHaven Wealth Partners, LLC
INCREASED
Shares94,637 from 86,155
Change+8,482 (+10%)
Value$5.7M (+$541.5K)
Filed 2026-10-16
Ameliora Wealth Management Ltd.
INCREASED
Shares88,909 from 85,039
Change+3,870 (+5%)
Value$5.3M (+$264.0K)
Filed 2026-10-23
Watershed Private Wealth LLC
DECREASED
Shares88,406 from 90,329
Change-1,923 (-2%)
Value$5.3M (-$82.1K)
Filed 2026-10-30
Buttonwood Financial Group, LLC
DECREASED
Shares87,358 from 103,100
Change-15,742 (-15%)
Value$5.2M (-$909.4K)
Filed 2026-10-16
Foguth Wealth Management, Llc.
DECREASED
Shares84,988 from 131,078
Change-46,090 (-35%)
Value$5.2M (-$2.6M)
Filed 2026-10-19
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
UNCHANGED
Shares81,970 from 81,970
Change0 (0%)
Value$4.9M (+$15.0K)
Filed 2026-11-09
Kestra Advisory Services, LLC
INCREASED
Shares81,891 from 70,250
Change+11,641 (+17%)
Value$4.9M (+$725.4K)
Filed 2026-11-02
OAK Family Advisors, LLC
DECREASED
Shares80,175 from 80,541
Change-366 (0%)
Value$4.8M (+$7.8K)
Filed 2026-10-19
Bank of New York Mellon Corp
DECREASED
Shares78,263 from 93,123
Change-14,860 (-16%)
Value$4.7M (-$858.3K)
Filed 2026-11-05
Quadcap Wealth Management, LLC
INCREASED
Shares77,789 from 71,934
Change+5,855 (+8%)
Value$4.7M (+$378.4K)
Filed 2026-11-02
Claro Advisors Inc.
DECREASED
Shares76,558 from 84,077
Change-7,519 (-9%)
Value$4.6M (-$420.6K)
Filed 2026-11-02
Apeiron RIA LLC
INCREASED
Shares73,119 from 46,908
Change+26,211 (+56%)
Value$4.4M (+$1.6M)
Filed 2026-10-08
Phoenix Financial Ltd.
DECREASED
Shares71,769 from 82,629
Change-10,860 (-13%)
Value$4.3M (-$583.9K)
Filed 2026-11-09
James Investment Research, Inc.
DECREASED
Shares70,939 from 79,666
Change-8,727 (-11%)
Value$4.3M (-$494.8K)
Filed 2026-10-22
Fortem Financial Group, LLC
DECREASED
Shares70,755 from 75,046
Change-4,291 (-6%)
Value$4.3M (-$230.0K)
Filed 2026-10-20
TSA Wealth Managment LLC
DECREASED
Shares68,938 from 74,550
Change-5,612 (-8%)
Value$4.1M (-$309.6K)
Filed 2026-10-22
May Hill Capital, LLC
DECREASED
Shares68,474 from 69,711
Change-1,237 (-2%)
Value$4.1M (-$48.5K)
Filed 2026-11-03
Quadrant Private Wealth Management, LLC
INCREASED
Shares68,147 from 64,482
Change+3,665 (+6%)
Value$4.1M (+$232.0K)
Filed 2026-11-04
Trek Financial, LLC
INCREASED
Shares67,627 from 52,965
Change+14,662 (+28%)
Value$4.1M (+$900.5K)
Filed 2026-10-29
Nikulski Financial, Inc.
INCREASED
Shares67,197 from 59,702
Change+7,495 (+13%)
Value$4.0M (+$471.7K)
Filed 2026-11-06
Cypress Wealth Services, LLC
DECREASED
Shares67,119 from 70,822
Change-3,703 (-5%)
Value$4.0M (-$197.6K)
Filed 2026-10-21
Principal Financial Group Inc
INCREASED
Shares65,904 from 55,798
Change+10,106 (+18%)
Value$4.0M (+$627.8K)
Filed 2026-11-02
Alliance Wealth Advisors, LLC
INCREASED
Shares62,809 from 57,824
Change+4,985 (+9%)
Value$3.8M (+$320.9K)
Filed 2026-10-28
Newport Capital Group, LLC
NEW
Shares62,341
Change+62,341
Value$4.0M
Filed 2026-10-16
Hobbs Wealth Management, LLC
DECREASED
Shares62,232 from 64,926
Change-2,694 (-4%)
Value$3.7M (-$137.8K)
Filed 2026-10-20
Focus Financial Network, Inc.
DECREASED
Shares62,218 from 67,542
Change-5,324 (-8%)
Value$3.7M (-$307.4K)
Filed 2026-10-14
Skyline Advisors, Inc.
DECREASED
Shares58,760 from 63,061
Change-4,301 (-7%)
Value$3.5M (-$235.1K)
Filed 2026-11-03
Ehrlich Financial Group
DECREASED
Shares58,138 from 101,933
Change-43,795 (-43%)
Value$3.5M (-$2.6M)
Filed 2026-10-20
Town Capital LLC
DECREASED
Shares56,743 from 64,431
Change-7,688 (-12%)
Value$3.4M (-$438.1K)
Filed 2026-11-03
Lifelong Wealth Advisors, Inc.
INCREASED
Shares54,302 from 50,697
Change+3,605 (+7%)
Value$3.3M (+$235.4K)
Filed 2026-10-19
Gen-Wealth Partners Inc
INCREASED
Shares52,786 from 51,829
Change+957 (+2%)
Value$3.2M (+$76.7K)
Filed 2026-11-04
Northbridge Financial Group, LLC
INCREASED
Shares51,316 from 49,927
Change+1,389 (+3%)
Value$3.1M (+$100.9K)
Filed 2026-11-05
Scissortail Wealth Management, LLC
INCREASED
Shares50,955 from 50,176
Change+779 (+2%)
Value$3.1M (+$65.3K)
Filed 2026-11-03
Schwallier Wealth Management LLC
INCREASED
Shares50,915 from 47,890
Change+3,025 (+6%)
Value$3.1M (+$199.5K)
Filed 2026-11-05
A4 Wealth Advisors LLC
DECREASED
Shares50,835 from 57,062
Change-6,227 (-11%)
Value$3.1M (-$353.0K)
Filed 2026-10-20
Concurrent Investment Advisors, LLC
DECREASED
Shares48,486 from 101,207
Change-52,721 (-52%)
Value$2.9M (-$3.1M)
Filed 2026-10-16
Emergent Wealth Advisors, LLC
INCREASED
Shares48,464 from 29,550
Change+18,914 (+64%)
Value$2.9M (+$1.0M)
Filed 2026-10-09
Golden State Wealth Management, LLC
DECREASED
Shares47,031 from 52,397
Change-5,366 (-10%)
Value$2.8M (-$303.0K)
Filed 2026-11-02
Ashton Thomas Private Wealth, LLC
INCREASED
Shares46,921 from 46,893
Change+28 (+0%)
Value$2.8M (+$19.0K)
Filed 2026-11-03
Atria Investments, Inc
DECREASED
Shares46,701 from 57,274
Change-10,573 (-18%)
Value$2.8M (-$614.0K)
Filed 2026-10-15
PFG Advisors
INCREASED
Shares45,301 from 42,455
Change+2,846 (+7%)
Value$2.7M (+$186.7K)
Filed 2026-10-16
Solstein Capital, LLC
INCREASED
Shares44,386 from 44,211
Change+175 (+0%)
Value$2.7M (+$26.9K)
Filed 2026-11-02
EQ LLC
DECREASED
Shares44,016 from 191,016
Change-147,000 (-77%)
Value$2.6M (-$8.8M)
Filed 2026-11-09
Integrated Advisors Network LLC
DECREASED
Shares42,157 from 43,688
Change-1,531 (-3%)
Value$2.5M (-$75.8K)
Filed 2026-10-20
SWP Financial LLC
DECREASED
Shares40,736 from 55,023
Change-14,287 (-26%)
Value$2.4M (-$838.0K)
Filed 2026-10-23
Maia Wealth LLC
INCREASED
Shares39,783 from 32,150
Change+7,633 (+24%)
Value$2.4M (+$470.5K)
Filed 2026-10-19
Spectrum Planning & Advisory Services Inc.
DECREASED
Shares39,596 from 47,637
Change-8,041 (-17%)
Value$2.4M (-$465.5K)
Filed 2026-11-05
TD Waterhouse Canada Inc.
DECREASED
Shares38,910 from 39,056
Change-146 (0%)
Value$2.3M (-$52.0K)
Filed 2026-10-16
Accel Wealth Management
INCREASED
Shares37,728 from 34,597
Change+3,131 (+9%)
Value$2.3M (+$200.9K)
Filed 2026-10-13
Clearstead Advisors, LLC
DECREASED
Shares37,423 from 37,631
Change-208 (-1%)
Value$2.2M (+$1.4K)
Filed 2026-11-06
Bison Wealth, LLC
INCREASED
Shares37,164 from 30,978
Change+6,186 (+20%)
Value$2.2M (+$214.9K)
Filed 2026-10-13
Peak Wealth Management LLC
DECREASED
Shares36,591 from 41,050
Change-4,459 (-11%)
Value$2.2M (-$207.0K)
Filed 2026-10-26
Intentional Wealth Strategies, LLC
INCREASED
Shares36,239 from 33,545
Change+2,694 (+8%)
Value$2.2M (+$174.7K)
Filed 2026-11-09
Herbst Group, LLC
DECREASED
Shares36,215 from 36,291
Change-76 (0%)
Value$2.2M (+$8.9K)
Filed 2026-10-20
Elevation Point Wealth Partners, LLC
NEW
Shares35,921
Change+35,921
Value$2.2M
Filed 2026-11-05
Bedminster, LLC
DECREASED
Shares35,877 from 39,686
Change-3,809 (-10%)
Value$2.2M (-$214.2K)
Filed 2026-11-04
Belpointe Asset Management LLC
INCREASED
Shares35,544 from 32,385
Change+3,159 (+10%)
Value$2.1M (+$201.8K)
Filed 2026-11-09
Prosperity Financial Group, Inc.
INCREASED
Shares35,277 from 34,758
Change+519 (+1%)
Value$2.1M (+$44.0K)
Filed 2026-10-29
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares34,976 from 36,344
Change-1,368 (-4%)
Value$2.1M (-$68.7K)
Filed 2026-10-26
FFG Retirement Advisors LLC
INCREASED
Shares34,634 from 32,769
Change+1,865 (+6%)
Value$2.1M (+$124.2K)
Filed 2026-10-20
Avidian Wealth Enterprises, LLC
INCREASED
Shares34,159 from 33,137
Change+1,022 (+3%)
Value$2.1M (+$73.7K)
Filed 2026-10-08
IFP Advisors, Inc
DECREASED
Shares33,436 from 39,198
Change-5,762 (-15%)
Value$2.0M (-$331.7K)
Filed 2026-10-16
Braun-Bostich & Associates Inc.
DECREASED
Shares31,934 from 37,760
Change-5,826 (-15%)
Value$1.9M (-$336.1K)
Filed 2026-10-20
Carlson Financial, Inc.
DECREASED
Shares31,469 from 31,488
Change-19 (0%)
Value$1.9M (+$9.9K)
Filed 2026-11-05
Oppenheimer & Co Inc
DECREASED
Shares31,305 from 32,222
Change-917 (-3%)
Value$1.9M (-$43.2K)
Filed 2026-10-26
D.A. Davidson & Co.
INCREASED
Shares31,235 from 31,207
Change+28 (+0%)
Value$1.9M (+$13.2K)
Filed 2026-10-28
Rational Advisors, Inc.
NEW
Shares31,000
Change+31,000
Value$1.9M
Filed 2026-11-02
Brookstone Capital Management
INCREASED
Shares29,876 from 25,844
Change+4,032 (+16%)
Value$1.8M (+$251.8K)
Filed 2026-10-22
Bank Hapoalim BM
DECREASED
Shares29,822 from 33,566
Change-3,744 (-11%)
Value$1.8M (-$212.0K)
Filed 2026-11-10
Uptick Partners, LLC
DECREASED
Shares29,269 from 36,809
Change-7,540 (-20%)
Value$1.8M (-$439.4K)
Filed 2026-11-04
Novem Group
INCREASED
Shares28,741 from 9,213
Change+19,528 (+212%)
Value$1.7M (+$1.2M)
Filed 2026-10-19
Diversify Wealth Management, LLC
INCREASED
Shares28,173 from 4,856
Change+23,317 (+480%)
Value$1.7M (+$1.4M)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares28,173 from 4,856
Change+23,317 (+480%)
Value$1.7M (+$1.4M)
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares28,009 from 23,015
Change+4,994 (+22%)
Value$1.7M (+$249.6K)
Filed 2026-10-13
Founders Financial Securities LLC
INCREASED
Shares28,001 from 6,393
Change+21,608 (+338%)
Value$1.7M (+$1.3M)
Filed 2026-10-28
Clear Creek Financial Management, LLC
INCREASED
Shares27,879 from 22,660
Change+5,219 (+23%)
Value$1.7M (+$321.8K)
Filed 2026-10-28
Carter Financial Group, Inc.
INCREASED
Shares27,794 from 27,386
Change+408 (+1%)
Value$1.7M (+$29.5K)
Filed 2026-10-21
Csenge Advisory Group
DECREASED
Shares27,317 from 29,195
Change-1,878 (-6%)
Value$1.6M (-$102.0K)
Filed 2026-11-04
Arcadia Wealth Management, LLC
INCREASED
Shares26,720 from 11,160
Change+15,560 (+139%)
Value$1.6M (+$939.0K)
Filed 2026-10-22
Terra Nova Asset Management LLC
INCREASED
Shares25,925 from 23,273
Change+2,652 (+11%)
Value$1.6M (+$167.9K)
Filed 2026-10-13
Firethorn Wealth Partners, LLC
DECREASED
Shares25,799 from 26,557
Change-758 (-3%)
Value$1.5M (-$35.7K)
Filed 2026-10-14
WealthPoint Financial, LLC
DECREASED
Shares24,586 from 27,041
Change-2,455 (-9%)
Value$1.5M (-$137.5K)
Filed 2026-11-03
Principle Wealth Partners LLC
NEW
Shares24,470
Change+24,470
Value$1.5M
Filed 2026-11-02
Bluedoor Private Wealth, LLC
DECREASED
Shares23,956 from 25,494
Change-1,538 (-6%)
Value$1.4M (-$83.0K)
Filed 2026-11-05
Wavvest Wealth LLC
NEW
Shares23,745
Change+23,745
Value$1.4M
Filed 2026-10-21
Blueprint Investment Partners LLC
INCREASED
Shares23,395 from 19,259
Change+4,136 (+21%)
Value$1.4M (+$255.6K)
Filed 2026-10-28
Blueprint Financial Advisors LLC
INCREASED
Shares23,395 from 20,693
Change+2,702 (+13%)
Value$1.4M (+$170.0K)
Filed 2026-10-28
Mather Group, Llc.
DECREASED
Shares23,349 from 26,675
Change-3,326 (-12%)
Value$1.4M (-$190.0K)
Filed 2026-10-14
United Advisor Group, LLC
INCREASED
Shares22,594 from 20,580
Change+2,014 (+10%)
Value$1.4M (+$128.6K)
Filed 2026-11-03
Financial Partners Group, Inc
DECREASED
Shares21,745 from 27,142
Change-5,397 (-20%)
Value$1.3M (-$314.2K)
Filed 2026-10-19
Crestwood Advisors Group, LLC
DECREASED
Shares21,530 from 25,419
Change-3,889 (-15%)
Value$1.3M (-$224.2K)
Filed 2026-10-27
Apollon Wealth Management, LLC
DECREASED
Shares21,517 from 21,790
Change-273 (-1%)
Value$1.3M (-$8.3K)
Filed 2026-10-23
Balefire, LLC
INCREASED
Shares21,052 from 18,685
Change+2,367 (+13%)
Value$1.3M (+$149.1K)
Filed 2026-10-09
WBH Advisory Inc
NEW
Shares20,990
Change+20,990
Value$1.3M
Filed 2026-11-05
Arwa LLC
DECREASED
Shares20,952 from 31,226
Change-10,274 (-33%)
Value$1.2M (-$626.9K)
Filed 2026-10-21
Transce3nd, LLC
NEW
Shares20,879
Change+20,879
Value$1.3M
Filed 2026-10-26
Citizens Financial Group Inc
INCREASED
Shares20,875 from 10,767
Change+10,108 (+94%)
Value$1.3M (+$609.3K)
Filed 2026-10-23
XY Planning Network, Inc.
DECREASED
Shares20,690 from 21,499
Change-809 (-4%)
Value$1.2M (-$40.6K)
Filed 2026-10-14
Sovran Advisors, LLC
INCREASED
Shares20,239 from 14,768
Change+5,471 (+37%)
Value$1.3M (+$371.5K)
Filed 2026-11-02
Endowment Wealth Management, Inc.
INCREASED
Shares20,098 from 16,060
Change+4,038 (+25%)
Value$1.2M (+$248.5K)
Filed 2026-11-03
Thoroughbred Financial Services, LLC
DECREASED
Shares20,084 from 20,328
Change-244 (-1%)
Value$1.2M (-$7.0K)
Filed 2026-11-09
Theory Financial LLC
DECREASED
Shares19,832 from 24,468
Change-4,636 (-19%)
Value$1.2M (-$269.5K)
Filed 2026-11-09
Meridian Wealth Management, LLC
DECREASED
Shares19,824 from 20,178
Change-354 (-2%)
Value$1.2M (-$13.8K)
Filed 2026-11-05
Brown Miller Wealth Management, LLC
INCREASED
Shares19,653 from 17,324
Change+2,329 (+13%)
Value$1.2M (+$146.4K)
Filed 2026-11-02
Legacy Advisory Services, LLC
NEW
Shares19,594
Change+19,594
Value$1.2M
Filed 2026-10-20
Parkway Wealth Management Group, LLC
DECREASED
Shares19,173 from 20,307
Change-1,134 (-6%)
Value$1.2M (-$60.7K)
Filed 2026-10-20
Truist Financial Corp
INCREASED
Shares18,749 from 18,018
Change+731 (+4%)
Value$1.1M (+$50.6K)
Filed 2026-10-30
IFG Advisory, LLC
INCREASED
Shares18,669 from 11,572
Change+7,097 (+61%)
Value$1.1M (+$430.6K)
Filed 2026-11-09
Balboa Wealth Partners
UNCHANGED
Shares18,639 from 18,639
Change0 (0%)
Value$1.1M (+$6.9K)
Filed 2026-10-20
CoreCap Advisors, LLC
INCREASED
Shares18,492 from 12,109
Change+6,383 (+53%)
Value$1.1M (+$388.0K)
Filed 2026-10-08
Cornerstone Wealth Management, LLC
DECREASED
Shares18,088 from 19,761
Change-1,673 (-8%)
Value$1.1M (-$93.2K)
Filed 2026-11-04
Great Valley Advisor Group, Inc.
DECREASED
Shares17,898 from 22,136
Change-4,238 (-19%)
Value$1.1M (-$246.6K)
Filed 2026-11-09
Y.D. More Investments Ltd
INCREASED
Shares17,895 from 16,804
Change+1,091 (+6%)
Value$1.1M (+$71.8K)
Filed 2026-11-02
Tempus Wealth Planning, LLC
DECREASED
Shares17,170 from 19,462
Change-2,292 (-12%)
Value$1.0M (-$130.5K)
Filed 2026-10-14
Corecam Pte. Ltd.
NEW
Shares17,143
Change+17,143
Value$1.0M
Filed 2026-10-23
HBW Advisory Services LLC
DECREASED
Shares16,652 from 77,089
Change-60,437 (-78%)
Value$1.0M (-$3.6M)
Filed 2026-10-15
GatePass Capital, LLC
DECREASED
Shares16,150 from 17,674
Change-1,524 (-9%)
Value$970.3K (-$85.0K)
Filed 2026-11-09
American Institute for Advanced Investment Management, LLP
DECREASED
Shares15,885 from 19,237
Change-3,352 (-17%)
Value$954.4K (-$194.3K)
Filed 2026-11-03
WealthPLAN Partners, LLC
DECREASED
Shares15,849 from 18,039
Change-2,190 (-12%)
Value$952.2K (-$124.9K)
Filed 2026-10-15
Peck Wealth Management, LLC
DECREASED
Shares15,320 from 18,063
Change-2,743 (-15%)
Value$920.4K (-$158.1K)
Filed 2026-10-29
FWG Investments, Llc.
INCREASED
Shares14,845 from 11,685
Change+3,160 (+27%)
Value$891.9K (+$194.2K)
Filed 2026-11-03
Vectors Research Management, LLC
INCREASED
Shares14,819 from 8,546
Change+6,273 (+73%)
Value$890.3K (+$380.0K)
Filed 2026-11-09
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares14,681 from 15,333
Change-652 (-4%)
Value$882.0K (-$33.5K)
Filed 2026-10-14
Highline Wealth Partners LLC
DECREASED
Shares14,360 from 21,990
Change-7,630 (-35%)
Value$862.7K (-$450.3K)
Filed 2026-10-19
Sutton Place Investors LLC
DECREASED
Shares14,162 from 14,660
Change-498 (-3%)
Value$850.9K (-$24.5K)
Filed 2026-10-20
HighPoint Advisor Group LLC
INCREASED
Shares14,027 from 12,901
Change+1,126 (+9%)
Value$842.8K (+$72.5K)
Filed 2026-11-09
Parallel Advisors, LLC
INCREASED
Shares13,973 from 12,470
Change+1,503 (+12%)
Value$839.5K (+$94.8K)
Filed 2026-11-03
Merkkuri Wealth Advisors LLC
DECREASED
Shares13,923 from 16,205
Change-2,282 (-14%)
Value$836.5K (-$131.1K)
Filed 2026-11-03
Moors & Cabot, Inc.
INCREASED
Shares13,852 from 10,600
Change+3,252 (+31%)
Value$832.2K (+$199.3K)
Filed 2026-11-06
Kickstand Ventures, Llc.
INCREASED
Shares13,800 from 4,238
Change+9,562 (+226%)
Value$829.1K (+$576.1K)
Filed 2026-11-09
Compound Planning, Inc.
DECREASED
Shares13,767 from 16,756
Change-2,989 (-18%)
Value$827.1K (-$173.4K)
Filed 2026-11-09
Signature Equity Partners, LLC
INCREASED
Shares13,470 from 13,025
Change+445 (+3%)
Value$809.3K (+$31.6K)
Filed 2026-10-29
Courier Capital LLC
INCREASED
Shares13,101 from 7,642
Change+5,459 (+71%)
Value$787.1K (+$330.8K)
Filed 2026-10-19
J.W. Cole Advisors, Inc.
DECREASED
Shares13,007 from 17,173
Change-4,166 (-24%)
Value$781.5K (-$243.9K)
Filed 2026-11-05
Joel Isaacson & Co., LLC
DECREASED
Shares13,000 from 14,300
Change-1,300 (-9%)
Value$781.0K (-$72.8K)
Filed 2026-11-05
Gilliland Jeter Wealth Management LLC
INCREASED
Shares12,860 from 9,007
Change+3,853 (+43%)
Value$772.6K (+$234.8K)
Filed 2026-10-28
Kingsbury Capital Investment Advisors LLC
DECREASED
Shares12,804 from 20,100
Change-7,296 (-36%)
Value$769.3K (-$430.9K)
Filed 2026-10-20
Sigma Planning Corp
DECREASED
Shares12,714 from 16,519
Change-3,805 (-23%)
Value$788.5K (-$198.4K)
Filed 2026-10-23
Nwam LLC
INCREASED
Shares12,583 from 8,338
Change+4,245 (+51%)
Value$756.0K (+$258.1K)
Filed 2026-11-09
Lauer Wealth, LLC
NEW
Shares11,911
Change+11,911
Value$705.0K
Filed 2026-10-13
Emerald Advisors, LLC
INCREASED
Shares11,394 from 5,191
Change+6,203 (+120%)
Value$684.6K (+$374.6K)
Filed 2026-10-13
WealthBridge Capital Management, LLC
DECREASED
Shares11,309 from 11,647
Change-338 (-3%)
Value$679.5K (-$16.0K)
Filed 2026-10-16
RDA Financial Network
INCREASED
Shares11,280 from 9,611
Change+1,669 (+17%)
Value$677.7K (+$103.8K)
Filed 2026-10-15
Chatham Capital Group, Inc.
NEW
Shares11,255
Change+11,255
Value$676.2K
Filed 2026-10-16
Harbour Investments, Inc.
DECREASED
Shares11,139 from 35,934
Change-24,795 (-69%)
Value$669.2K (-$1.5M)
Filed 2026-11-09
Creative Planning
DECREASED
Shares10,977 from 11,286
Change-309 (-3%)
Value$659.5K (-$14.4K)
Filed 2026-11-02
Sowell Financial Services LLC
INCREASED
Shares10,888 from 9,110
Change+1,778 (+20%)
Value$654.2K (+$110.2K)
Filed 2026-10-23
Lloyd Advisory Services, Llc.
INCREASED
Shares10,746 from 9,081
Change+1,665 (+18%)
Value$645.6K (+$103.4K)
Filed 2026-11-02
Virtus Family Office LLC
DECREASED
Shares10,676 from 13,877
Change-3,201 (-23%)
Value$641.4K (-$187.2K)
Filed 2026-10-30
SBI Securities Co., Ltd.
DECREASED
Shares10,545 from 11,304
Change-759 (-7%)
Value$633.5K (-$41.4K)
Filed 2026-10-22
Quattro Financial Advisors LLC
UNCHANGED
Shares10,300 from 10,300
Change0 (0%)
Value$618.8K (+$3.8K)
Filed 2026-10-15
Beacon Financial Advisory LLC
INCREASED
Shares10,239 from 9,804
Change+435 (+4%)
Value$615.2K (+$29.8K)
Filed 2026-10-16
Centerpoint Advisory Group
INCREASED
Shares10,233 from 5,858
Change+4,375 (+75%)
Value$614.8K (+$265.0K)
Filed 2026-10-23
Advisory Solutions Group, LLC
NEW
Shares10,131
Change+10,131
Value$608.7K
Filed 2026-10-14
Omni 360 Wealth, Inc.
INCREASED
Shares9,906 from 9,353
Change+553 (+6%)
Value$595.2K (+$36.7K)
Filed 2026-10-13
Pinnacle Associates LTD
INCREASED
Shares9,835 from 9,715
Change+120 (+1%)
Value$590.9K (+$10.8K)
Filed 2026-10-20
Creative Financial Designs Inc
INCREASED
Shares9,700 from 8,826
Change+874 (+10%)
Value$582.8K (+$55.8K)
Filed 2026-11-04
Midwest Financial Group LLC
INCREASED
Shares9,520 from 7,970
Change+1,550 (+19%)
Value$572.0K (+$96.1K)
Filed 2026-10-15
Tepp RIA, LLC
DECREASED
Shares9,461 from 55,767
Change-46,306 (-83%)
Value$568.4K (-$2.8M)
Filed 2026-10-14
Nations Financial Group Inc,
DECREASED
Shares9,288 from 10,481
Change-1,193 (-11%)
Value$558.0K (-$67.8K)
Filed 2026-11-05
HB Wealth Management, LLC
DECREASED
Shares9,231 from 12,173
Change-2,942 (-24%)
Value$554.6K (-$172.3K)
Filed 2026-10-23
Investment Partners, Ltd.
INCREASED
Shares9,190 from 3,562
Change+5,628 (+158%)
Value$552.1K (+$339.4K)
Filed 2026-10-29
Walker Asset Management, LLC
INCREASED
Shares8,998 from 8,963
Change+35 (+0%)
Value$540.6K (+$5.4K)
Filed 2026-10-13
Cassilly Financial Group LLC
DECREASED
Shares8,822 from 11,533
Change-2,711 (-24%)
Value$530.0K (-$158.6K)
Filed 2026-10-07
Prospera Financial Services Inc
DECREASED
Shares8,805 from 8,834
Change-29 (0%)
Value$561.6K (+$34.1K)
Filed 2026-11-04
MKT Advisors LLC
DECREASED
Shares8,803 from 10,023
Change-1,220 (-12%)
Value$521.1K (-$118.3K)
Filed 2026-10-20
Integrated Wealth Management
DECREASED
Shares8,800 from 10,458
Change-1,658 (-16%)
Value$528.7K (-$95.7K)
Filed 2026-10-19
Lunt Capital Management, Inc.
DECREASED
Shares8,646 from 9,490
Change-844 (-9%)
Value$519.5K (-$47.2K)
Filed 2026-10-30
Archford Capital Strategies, LLC
INCREASED
Shares8,574 from 8,416
Change+158 (+2%)
Value$515.1K (+$12.6K)
Filed 2026-10-19
Sagespring Wealth Partners, LLC
DECREASED
Shares8,350 from 8,550
Change-200 (-2%)
Value$501.7K (-$8.8K)
Filed 2026-10-22
15 Wealth Advisors LLC
NEW
Shares8,317
Change+8,317
Value$499.7K
Filed 2026-10-14
Castleview Partners, LLC
INCREASED
Shares8,303 from 6,943
Change+1,360 (+20%)
Value$498.9K (+$84.3K)
Filed 2026-10-09
Mirae Asset Global Investments Co., Ltd.
NEW
Shares8,190
Change+8,190
Value$492.1K
Filed 2026-11-03
PNC Financial Services Group, Inc.
DECREASED
Shares8,137 from 8,927
Change-790 (-9%)
Value$488.9K (-$44.2K)
Filed 2026-11-06
Imc-Chicago, LLC
DECREASED
Shares7,958 from 8,998
Change-1,040 (-12%)
Value$478.1K (-$59.2K)
Filed 2026-11-05
Nvwm, LLC
INCREASED
Shares7,940 from 7,911
Change+29 (+0%)
Value$477.0K (+$4.7K)
Filed 2026-10-14
Asempa Wealth Advisors
INCREASED
Shares7,759 from 4,114
Change+3,645 (+89%)
Value$466.6K (+$221.0K)
Filed 2026-10-07
Key Capital Management, Inc
INCREASED
Shares7,658 from 6,633
Change+1,025 (+15%)
Value$460.1K (+$64.0K)
Filed 2026-11-03
HUB Investment Partners, LLC
DECREASED
Shares7,375 from 7,434
Change-59 (-1%)
Value$443.1K (-$769)
Filed 2026-11-03
Lido Advisors, LLC
DECREASED
Shares7,313 from 7,433
Change-120 (-2%)
Value$439.4K (-$5.8K)
Filed 2026-11-04
Joseph P. Lucia & Associates, LLC
INCREASED
Shares7,217 from 6,242
Change+975 (+16%)
Value$433.6K (+$59.7K)
Filed 2026-10-30
Activest Wealth Management
INCREASED
Shares7,112 from 6,944
Change+168 (+2%)
Value$427.3K (+$12.7K)
Filed 2026-10-15
MN Wealth Advisors, LLC
INCREASED
Shares6,983 from 6,970
Change+13 (+0%)
Value$419.6K (+$3.4K)
Filed 2026-10-23
MCF Advisors LLC
DECREASED
Shares6,945 from 7,171
Change-226 (-3%)
Value$417.2K (-$12.3K)
Filed 2026-10-28
Vontobel Holding Ltd.
DECREASED
Shares6,941 from 8,749
Change-1,808 (-21%)
Value$417.0K (-$105.4K)
Filed 2026-10-16
CGN Advisors LLC
DECREASED
Shares6,916 from 7,562
Change-646 (-9%)
Value$415.5K (-$36.0K)
Filed 2026-10-21
Riggs Asset Managment Co. Inc.
DECREASED
Shares6,795 from 8,403
Change-1,608 (-19%)
Value$408.2K (-$93.5K)
Filed 2026-11-05
Caliber Wealth Management, LLC / KS
INCREASED
Shares6,625 from 6,611
Change+14 (+0%)
Value$398.0K (+$3.3K)
Filed 2026-11-04
SeaCrest Wealth Management, LLC
DECREASED
Shares6,503 from 6,917
Change-414 (-6%)
Value$390.7K (-$22.3K)
Filed 2026-10-21
StoneX Group Inc.
NEW
Shares6,397
Change+6,397
Value$386.7K
Filed 2026-11-03
Cardinal Point Capital Management ULC
INCREASED
Shares6,393 from 5,547
Change+846 (+15%)
Value$384.1K (+$51.9K)
Filed 2026-10-21
Integrity Alliance, Llc.
INCREASED
Shares6,301 from 5,922
Change+379 (+6%)
Value$378.6K (+$25.0K)
Filed 2026-10-29
NWF Advisory Services Inc.
DECREASED
Shares6,175 from 6,825
Change-650 (-10%)
Value$371.0K (-$36.5K)
Filed 2026-10-19
Western Wealth Management, LLC
DECREASED
Shares6,056 from 10,642
Change-4,586 (-43%)
Value$363.9K (-$271.6K)
Filed 2026-11-09
Wealthgarden F.S. LLC
DECREASED
Shares6,000 from 26,087
Change-20,087 (-77%)
Value$360.5K (-$1.2M)
Filed 2026-11-09
Level Four Advisory Services, LLC
INCREASED
Shares5,649 from 5,247
Change+402 (+8%)
Value$339.4K (+$26.1K)
Filed 2026-11-06
SAX Wealth Advisors, LLC
NEW
Shares5,557
Change+5,557
Value$333.9K
Filed 2026-10-13
Latitude Advisors, LLC
INCREASED
Shares5,518 from 4,601
Change+917 (+20%)
Value$331.5K (+$56.8K)
Filed 2026-10-27
Stirlingshire Investments, Inc.
DECREASED
Shares5,499 from 7,322
Change-1,823 (-25%)
Value$330.4K (-$108.2K)
Filed 2026-11-05
Fulcrum Equity Management
INCREASED
Shares5,496 from 5,316
Change+180 (+3%)
Value$330.2K (+$12.8K)
Filed 2026-10-21
B. Riley Wealth Advisors, Inc.
NEW
Shares5,461
Change+5,461
Value$328.1K
Filed 2026-10-13
Private Trust Co NA
DECREASED
Shares5,419 from 5,840
Change-421 (-7%)
Value$325.6K (-$23.1K)
Filed 2026-10-20
Silverlake Wealth Management LLC
NEW
Shares5,391
Change+5,391
Value$323.9K
Filed 2026-10-21
MSH Capital Advisors LLC
DECREASED
Shares5,358 from 5,507
Change-149 (-3%)
Value$321.9K (-$6.9K)
Filed 2026-11-03
Geneos Wealth Management Inc.
DECREASED
Shares5,255 from 5,608
Change-353 (-6%)
Value$315.7K (-$19.1K)
Filed 2026-11-09
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares5,120 from 5,000
Change+120 (+2%)
Value$307.6K (+$9.1K)
Filed 2026-10-23
Signal Advisors Wealth, LLC
DECREASED
Shares5,107 from 6,331
Change-1,224 (-19%)
Value$306.8K (-$71.2K)
Filed 2026-10-13
Sweeney & Michel, LLC
UNCHANGED
Shares5,017 from 5,017
Change0 (0%)
Value$301.4K (-$45.0K)
Filed 2026-10-16
Elevated Capital Advisors, LLC
INCREASED
Shares4,994 from 419
Change+4,575 (+1092%)
Value$300.1K (+$275.0K)
Filed 2026-11-04
Wedbush Securities Inc
INCREASED
Shares4,898 from 3,835
Change+1,063 (+28%)
Value$294.0K (+$65.0K)
Filed 2026-10-22
US Bancorp \de\
INCREASED
Shares4,878 from 3,102
Change+1,776 (+57%)
Value$293.1K (+$107.9K)
Filed 2026-11-05
Auxano Advisors, LLC
NEW
Shares4,855
Change+4,855
Value$291.7K
Filed 2026-11-06
Money Concepts Capital Corp
DECREASED
Shares4,818 from 4,826
Change-8 (0%)
Value$289.5K (+$1.3K)
Filed 2026-11-06
Simplicity Wealth,LLC
INCREASED
Shares4,745 from 4,421
Change+324 (+7%)
Value$285.1K (+$21.1K)
Filed 2026-10-23
Sound Income Strategies, LLC
INCREASED
Shares4,635 from 4,487
Change+148 (+3%)
Value$274.3K (+$6.4K)
Filed 2026-10-09
Kingswood Wealth Advisors, LLC
INCREASED
Shares4,592 from 4,200
Change+392 (+9%)
Value$275.9K (+$25.1K)
Filed 2026-10-23
Strategic Advisors LLC
INCREASED
Shares4,561 from 4,304
Change+257 (+6%)
Value$274.0K (+$17.0K)
Filed 2026-10-13
Midwest Financial Network, LLC
INCREASED
Shares4,403 from 3,870
Change+533 (+14%)
Value$264.5K (+$33.4K)
Filed 2026-10-13
Cascade Investment Group, Inc.
INCREASED
Shares4,366 from 3,973
Change+393 (+10%)
Value$262.3K (+$25.1K)
Filed 2026-10-13
Capstone Capital Management Ltd
NEW
Shares4,300
Change+4,300
Value$258.3K
Filed 2026-10-21
APS Management Group, Inc.
DECREASED
Shares4,224 from 4,988
Change-764 (-15%)
Value$253.8K (-$44.0K)
Filed 2026-10-14
Signature Estate & Investment Advisors LLC
DECREASED
Shares4,182 from 6,940
Change-2,758 (-40%)
Value$251.3K (-$163.1K)
Filed 2026-10-13
Portside Wealth Group, LLC
DECREASED
Shares4,171 from 7,942
Change-3,771 (-47%)
Value$250.6K (-$223.6K)
Filed 2026-10-20
Fifth Third Bancorp
DECREASED
Shares4,146 from 11,345
Change-7,199 (-63%)
Value$249.1K (-$428.3K)
Filed 2026-11-05
David J Yvars Group
DECREASED
Shares4,067 from 4,211
Change-144 (-3%)
Value$244.3K (-$7.1K)
Filed 2026-10-09
Keystone Wealth Services, LLC
NEW
Shares4,055
Change+4,055
Value$245.1K
Filed 2026-11-03
Traphagen Investment Advisors LLC
NEW
Shares4,003
Change+4,003
Value$240.5K
Filed 2026-10-14
Flagship Harbor Advisors, LLC
DECREASED
Shares3,996 from 4,116
Change-120 (-3%)
Value$240.1K (-$5.7K)
Filed 2026-10-26
Tcfg Investment Advisors, LLC
DECREASED
Shares3,973 from 4,300
Change-327 (-8%)
Value$238.7K (-$18.0K)
Filed 2026-10-20
E&G Advisors, LLC
NEW
Shares3,960
Change+3,960
Value$237.9K
Filed 2026-10-13
Oregon Pacific Wealth Management, LLC
DECREASED
Shares3,870 from 4,241
Change-371 (-9%)
Value$232.5K (-$20.7K)
Filed 2026-10-20
International Assets Investment Management, LLC
DECREASED
Shares3,819 from 4,065
Change-246 (-6%)
Value$229.7K (-$19.1K)
Filed 2026-11-02
Private Client Services, LLC
NEW
Shares3,804
Change+3,804
Value$228.6K
Filed 2026-10-02
Forthright Family Wealth Advisory LLC
DECREASED
Shares3,782 from 5,051
Change-1,269 (-25%)
Value$227.2K (-$74.4K)
Filed 2026-11-03
Davenport & Co LLC
DECREASED
Shares3,708 from 3,858
Change-150 (-4%)
Value$222.8K (-$7.6K)
Filed 2026-10-14
Winthrop Advisory Group LLC
NEW
Shares3,707
Change+3,707
Value$222.7K
Filed 2026-10-22
Partners Wealth Management, LLC
NEW
Shares3,643
Change+3,643
Value$218.9K
Filed 2026-10-28
Forvis Mazars Wealth Advisors, LLC
NEW
Shares3,624
Change+3,624
Value$217.7K
Filed 2026-10-13
Family Office Research LLC
INCREASED
Shares3,578 from 3,575
Change+3 (+0%)
Value$215.0K (+$1.6K)
Filed 2026-10-14
Advisor OS, LLC
DECREASED
Shares3,513 from 4,305
Change-792 (-18%)
Value$211.1K (-$46.0K)
Filed 2026-11-03
Allworth Financial LP
INCREASED
Shares3,446 from 3,369
Change+77 (+2%)
Value$205.8K (+$4.6K)
Filed 2026-11-06
Migdal Insurance & Financial Holdings Ltd.
UNCHANGED
Shares3,249 from 3,249
Change0 (0%)
Value$196.2K (+$5.1K)
Filed 2026-11-09
Lanark Financial, Inc.
INCREASED
Shares3,018 from 2,780
Change+238 (+9%)
Value$181.3K (+$15.3K)
Filed 2026-10-26
Simplex Trading, LLC
INCREASED
Shares2,591 from 1,388
Change+1,203 (+87%)
Value$155.7K (+$72.8K)
Filed 2026-11-04
Advocate Investing Services LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$150.2K (+$925)
Filed 2026-10-26
Larson Financial Group LLC
UNCHANGED
Shares2,263 from 2,263
Change0 (0%)
Value$136.0K (+$837)
Filed 2026-11-05
Blue Trust, Inc.
INCREASED
Shares2,152 from 1,553
Change+599 (+39%)
Value$129.3K (+$36.6K)
Filed 2026-10-15
Spire Wealth Management
DECREASED
Shares1,959 from 2,022
Change-63 (-3%)
Value$117.7K (-$3.0K)
Filed 2026-10-30
Elevation Wealth Partners, LLC
INCREASED
Shares1,904 from 1,898
Change+6 (+0%)
Value$114.4K (+$1.0K)
Filed 2026-10-07
Retirement Wealth Solutions LLC
NEW
Shares1,903
Change+1,903
Value$114.3K
Filed 2026-10-07
Assetmark, Inc
DECREASED
Shares1,727 from 73,716
Change-71,989 (-98%)
Value$103.8K (-$4.3M)
Filed 2026-10-21
Main Street Group, LTD
UNCHANGED
Shares1,542 from 1,542
Change0 (0%)
Value$92.6K (+$570)
Filed 2026-10-28
Kingdom Financial Group Llc.
DECREASED
Shares1,384 from 1,999
Change-615 (-31%)
Value$83.2K (-$36.2K)
Filed 2026-11-04
Markowski Investments
DECREASED
Shares1,230 from 1,289
Change-59 (-5%)
Value$73.9K (-$3.1K)
Filed 2026-10-30
Rossby Financial, LCC
INCREASED
Shares1,209 from 26
Change+1,183 (+4550%)
Value$72.7K (+$71.1K)
Filed 2026-11-05
Strive Financial Group,LLC
INCREASED
Shares1,203 from 13
Change+1,190 (+9154%)
Value$72.3K (+$71.5K)
Filed 2026-11-09
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$72.1K (+$444)
Filed 2026-10-23
Foresight Capital Management Advisors, Inc.
NEW
Shares1,187
Change+1,187
Value$71.3K
Filed 2026-10-27
Marshall & Sterling Wealth Advisors Inc.
DECREASED
Shares1,161 from 4,624
Change-3,463 (-75%)
Value$69.8K (-$206.3K)
Filed 2026-10-28
Ascentis Independent Advisors
INCREASED
Shares1,059 from 108
Change+951 (+881%)
Value$63.6K (+$57.2K)
Filed 2026-11-03
Heritage Family Offices, LLP
NEW
Shares1,023
Change+1,023
Value$61.5K
Filed 2026-11-02
POM Investment Strategies, LLC
UNCHANGED
Shares933 from 933
Change0 (0%)
Value$56.1K (+$346)
Filed 2026-10-20
EverSource Wealth Advisors, LLC
INCREASED
Shares907 from 602
Change+305 (+51%)
Value$54.5K (+$18.5K)
Filed 2026-11-04
Investors Research Corp
DECREASED
Shares837 from 1,037
Change-200 (-19%)
Value$50.3K (-$11.6K)
Filed 2026-10-07
North Star Investment Management Corp.
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$48.1K (+$296)
Filed 2026-10-27
Concord Wealth Partners
INCREASED
Shares748 from 278
Change+470 (+169%)
Value$45.0K (+$28.4K)
Filed 2026-11-02
Montgomery Financial Services LLC
INCREASED
Shares743 from 315
Change+428 (+136%)
Value$44.6K (+$25.8K)
Filed 2026-11-03
Evolution Wealth Management Inc.
DECREASED
Shares691 from 793
Change-102 (-13%)
Value$41.5K (-$5.8K)
Filed 2026-10-28
First Premier Bank
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$39.0K (+$39.0K)
Filed 2026-10-13
UMB Private Wealth Management, LLC
NEW
Shares645
Change+645
Value$38.8K
Filed 2026-10-19
Blue Bell Private Wealth Management, LLC
NEW
Shares641
Change+641
Value$38.5K
Filed 2026-10-29
Adirondack Trust Co
DECREASED
Shares634 from 719
Change-85 (-12%)
Value$38.1K (-$4.8K)
Filed 2026-10-14
Triumph Capital Management
INCREASED
Shares552 from 551
Change+1 (+0%)
Value$33.1K (+$222)
Filed 2026-10-14
Manchester Capital Management LLC
DECREASED
Shares531 from 3,978
Change-3,447 (-87%)
Value$32.3K (-$205.2K)
Filed 2026-10-22
GK Wealth Management LLC
NEW
Shares525
Change+525
Value$31.5K
Filed 2026-10-09
Quest 10 Wealth Builders, Inc.
DECREASED
Shares521 from 816
Change-295 (-36%)
Value$31.3K (-$17.4K)
Filed 2026-11-02
Raleigh Capital Management Inc.
INCREASED
Shares489 from 241
Change+248 (+103%)
Value$29.4K (+$15.0K)
Filed 2026-10-28
Capital Advisors, Ltd. LLC
INCREASED
Shares436 from 79
Change+357 (+452%)
Value$26.0K (+$26.0K)
Filed 2026-10-27
Pacifica Partners Inc.
UNCHANGED
Shares360 from 360
Change0 (0%)
Value$21.6K (-$1.4K)
Filed 2026-10-09
Coston, McIsaac & Partners
UNCHANGED
Shares312 from 312
Change0 (0%)
Value$18.7K (+$18.7K)
Filed 2026-11-06
Hantz Financial Services, Inc.
INCREASED
Shares289 from 232
Change+57 (+25%)
Value$17 (+$3)
Filed 2026-11-09
Hilton Head Capital Partners, LLC
INCREASED
Shares272 from 271
Change+1 (+0%)
Value$16.3K (+$147)
Filed 2026-10-23
Glass Jacobson Investment Advisors llc
NEW
Shares264
Change+264
Value$15.9K
Filed 2026-10-26
Allspring Global Investments Holdings, LLC
INCREASED
Shares245 from 42
Change+203 (+483%)
Value$14.8K (+$12.1K)
Filed 2026-11-04
Team Financial Group, LLC
NEW
Shares229
Change+229
Value$13.8K
Filed 2026-10-30
Financial Network Wealth Advisors LLC
UNCHANGED
Shares223 from 223
Change0 (0%)
Value$13.4K (+$84)
Filed 2026-10-28
Torren Management, LLC
NEW
Shares175
Change+175
Value$10.5K
Filed 2026-10-29
Nemes Rush Group LLC
UNCHANGED
Shares163 from 163
Change0 (0%)
Value$9.8K (+$60)
Filed 2026-11-04
Rakuten Securities, Inc.
INCREASED
Shares156 from 89
Change+67 (+75%)
Value$9.4K (+$4.1K)
Filed 2026-11-02
Bessemer Group Inc
DECREASED
Shares135 from 235
Change-100 (-43%)
Value$8 (-$14.0K)
Filed 2026-11-09
NBH Bank
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$7.0K (+$43)
Filed 2026-11-05
Financially Speaking Inc
DECREASED
Shares112 from 487
Change-375 (-77%)
Value$6.7K (-$27.8K)
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares100
Change+100
Value$6.0K
Filed 2026-10-21
American Capital Advisory, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$6.0K (+$37)
Filed 2026-10-28
Evermay Wealth Management LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$6.0K (+$18)
Filed 2026-11-05
Financial Consulate, Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$6.0K (+$37)
Filed 2026-10-23
Godfrey Financial Associates, Inc.
NEW
Shares93
Change+93
Value$5.6K
Filed 2026-11-10
Abound Wealth Management
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$5.4K (+$34)
Filed 2026-10-26
Networth Advisors, LLC
DECREASED
Shares82 from 108
Change-26 (-24%)
Value$5.0K (-$1.5K)
Filed 2026-11-03
Financial Freedom, LLC
NEW
Shares80
Change+80
Value$4.8K
Filed 2026-11-06
SJS Investment Consulting Inc.
DECREASED
Shares76 from 82
Change-6 (-7%)
Value$4.6K (-$316)
Filed 2026-10-26
Central Trust Co
DECREASED
Shares65 from 352
Change-287 (-82%)
Value$3.9K (-$17.1K)
Filed 2026-11-05
Buck Wealth Strategies, LLC
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$3.7K (+$34)
Filed 2026-10-28
Oakworth Capital, Inc.
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$3.1K (-$58)
Filed 2026-10-26
Mosley Wealth Management
NEW
Shares50
Change+50
Value$3.0K
Filed 2026-10-16
Silver Grove Financial Group, Inc.
INCREASED
Shares36 from 10
Change+26 (+260%)
Value$2.2K (+$1.6K)
Filed 2026-11-05
Hughes Financial Services, LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$2.3K (+$185)
Filed 2026-10-30
Next Level Wealth Planning, LLC
NEW
Shares34
Change+34
Value$2.0K
Filed 2026-10-29
Capital Investment Advisory Services, LLC
INCREASED
Shares33 from 25
Change+8 (+32%)
Value$2.0K (+$487)
Filed 2026-10-30
Pinnacle Bancorp, Inc.
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$1.7K (+$10)
Filed 2026-10-21
First Community Trust NA
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$1.7K (+$10)
Filed 2026-10-07
Trust Co of Vermont
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$1.7K (+$10)
Filed 2026-10-21
Darwin Wealth Management, LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$1.7K (+$16)
Filed 2026-11-09
Archer Investment Corp
NEW
Shares24
Change+24
Value$1.4K
Filed 2026-11-05
Guardian Partners Inc.
NEW
Shares23
Change+23
Value$1.4K
Filed 2026-10-21
Creative Capital Management Investments LLC
NEW
Shares21
Change+21
Value$1.3K
Filed 2026-10-28
Parkside Financial Bank & Trust
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.2K (+$7)
Filed 2026-10-27
IFS Advisors, LLC
NEW
Shares15
Change+15
Value$901
Filed 2026-10-14
Jacobi Capital Management LLC
NEW
Shares15
Change+15
Value$901
Filed 2026-11-05
NBT Bank, N.A.
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$901 (+$5)
Filed 2026-10-21
Clayton Financial Group LLC
NEW
Shares10
Change+10
Value$601
Filed 2026-10-13
CX Institutional
DECREASED
Shares10 from 480
Change-470 (-98%)
Value$1 (-$28)
Filed 2026-10-02
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$601 (+$4)
Filed 2026-10-27
Gilpin Wealth Management, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$301 (+$2)
Filed 2026-10-09
Salomon & Ludwin, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$240 (-$5)
Filed 2026-10-29
Gold Investment Management Ltd.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$240 (+$1)
Filed 2026-10-19
Citigroup Inc
DECREASED
Shares3 from 6,728
Change-6,725 (-100%)
Value$180 (-$401.5K)
Filed 2026-11-04
Confluence Investment Management LLC
CLOSED
Shares0 from 262,921
Change-262,921 (-100%)
Value$0 (-$15.7M)
Filed 2026-10-01
Marks Group Wealth Management, Inc
CLOSED
Shares0 from 187,085
Change-187,085 (-100%)
Value$0 (-$11.2M)
Filed 2026-11-05
Scarborough Advisors, LLC
CLOSED
Shares0 from 172,055
Change-172,055 (-100%)
Value$0 (-$11.0M)
Filed 2026-10-16
One Advisory Partners, LLC
CLOSED
Shares0 from 111,594
Change-111,594 (-100%)
Value$0 (-$6.7M)
Filed 2026-10-22
Milestone Asset Management, LLC
CLOSED
Shares0 from 45,868
Change-45,868 (-100%)
Value$0 (-$2.7M)
Filed 2026-10-15
Inscription Capital, LLC
CLOSED
Shares0 from 35,338
Change-35,338 (-100%)
Value$0 (-$2.1M)
Filed 2026-11-02
WT Wealth Management
CLOSED
Shares0 from 35,235
Change-35,235 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-13
Perennial Advisors, LLC
CLOSED
Shares0 from 24,295
Change-24,295 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-13
Verus Capital Partners, LLC
CLOSED
Shares0 from 21,384
Change-21,384 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-03
Curran Financial Partners, LLC
CLOSED
Shares0 from 20,970
Change-20,970 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-04
C2c Wealth Management, LLC
CLOSED
Shares0 from 19,000
Change-19,000 (-100%)
Value$0 (-$362.0K)
Filed 2026-10-20
First Heartland Consultants, Inc.
CLOSED
Shares0 from 18,923
Change-18,923 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-08
Visionary Wealth Advisors
CLOSED
Shares0 from 16,918
Change-16,918 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-04
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 12,709
Change-12,709 (-100%)
Value$0 (-$758.9K)
Filed 2026-10-16
RFG Advisory, LLC
CLOSED
Shares0 from 12,405
Change-12,405 (-100%)
Value$0 (-$740.7K)
Filed 2026-11-03
Sanchez Gaunt Capital Management, LLC
CLOSED
Shares0 from 12,093
Change-12,093 (-100%)
Value$0 (-$722.1K)
Filed 2026-11-03
Lantern Wealth Advisors, LLC
CLOSED
Shares0 from 8,665
Change-8,665 (-100%)
Value$0 (-$517.4K)
Filed 2026-10-22
Jefferies Financial Group Inc.
CLOSED
Shares0 from 8,198
Change-8,198 (-100%)
Value$0 (-$489.5K)
Filed 2026-11-05
Confluence Wealth Services, Inc.
CLOSED
Shares0 from 5,516
Change-5,516 (-100%)
Value$0 (-$329.4K)
Filed 2026-11-05
Capital CS Group, LLC
CLOSED
Shares0 from 5,179
Change-5,179 (-100%)
Value$0 (-$309.2K)
Filed 2026-10-29
Obermeyer Wealth Partners
CLOSED
Shares0 from 5,057
Change-5,057 (-100%)
Value$0 (-$302.0K)
Filed 2026-10-21
BAM Wealth Management, LLC
CLOSED
Shares0 from 4,711
Change-4,711 (-100%)
Value$0 (-$281.3K)
Filed 2026-10-15
Retirement Planning Group, LLC
CLOSED
Shares0 from 4,032
Change-4,032 (-100%)
Value$0 (-$240.8K)
Filed 2026-10-19
Centurion Wealth Management LLC
CLOSED
Shares0 from 4,022
Change-4,022 (-100%)
Value$0 (-$240.2K)
Filed 2026-10-13
Daviman Financial, LLC
CLOSED
Shares0 from 3,745
Change-3,745 (-100%)
Value$0 (-$223.6K)
Filed 2026-11-06
OpenArc Corporate Advisory, LLC
CLOSED
Shares0 from 3,542
Change-3,542 (-100%)
Value$0 (-$211.5K)
Filed 2026-10-21
Almanack Investment Partners, Llc.
CLOSED
Shares0 from 3,510
Change-3,510 (-100%)
Value$0 (-$209.6K)
Filed 2026-11-03
Florida Financial Advisors, LLC
CLOSED
Shares0 from 3,426
Change-3,426 (-100%)
Value$0 (-$204.6K)
Filed 2026-11-09
Relyea Zuckerberg Hanson LLC
CLOSED
Shares0 from 3,372
Change-3,372 (-100%)
Value$0 (-$201.3K)
Filed 2026-10-20
Tsfg, LLC
CLOSED
Shares0 from 2,832
Change-2,832 (-100%)
Value$0 (-$169.0K)
Filed 2026-10-23
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,346
Change-1,346 (-100%)
Value$0 (-$80.4K)
Filed 2026-10-15
Toth Financial Advisory Corp
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$59.7K)
Filed 2026-10-08
First Command Advisory Services, Inc.
CLOSED
Shares0 from 539
Change-539 (-100%)
Value$0 (-$32.2K)
Filed 2026-11-05
Pittenger & Anderson Inc
CLOSED
Shares0 from 123
Change-123 (-100%)
Value$0 (-$7.3K)
Filed 2026-11-02
LifeSteps Financial, Inc.
CLOSED
Shares0 from 112
Change-112 (-100%)
Value$0 (-$6.7K)
Filed 2026-10-15
Vision Financial Markets LLC
CLOSED
Shares0 from 51
Change-51 (-100%)
Value$0 (-$3.1K)
Filed 2026-10-22
Cornerstone Planning Group LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$3.0K)
Filed 2026-10-16
Founders Capital Management
CLOSED
Shares0 from 29
Change-29 (-100%)
Value$0 (-$1.7K)
Filed 2026-10-13
Roble, Belko & Company, Inc
CLOSED
Shares0 from 29
Change-29 (-100%)
Value$0 (-$2)
Filed 2026-11-09
Reap Financial Group, LLC
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$1.5K)
Filed 2026-11-02
Robinswood Financial LLC
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$656)
Filed 2026-10-20
Wells Financial Advisors Inc
CLOSED
Shares0 from 7
Change-7 (-100%)
Value$0 (-$419)
Filed 2026-11-02
Russell Investments Group, Ltd.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-06
Bank of America Corp
N/A
Shares— from 10,128,782
Change-10,128,782 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,389,422
Change-4,389,422 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 3,897,587
Change-3,897,587 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,635,394
Change-3,635,394 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,362,699
Change-1,362,699 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,244,427
Change-1,244,427 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 1,230,452
Change-1,230,452 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 997,148
Change-997,148 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 973,435
Change-973,435 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 948,362
Change-948,362 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 892,482
Change-892,482 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 763,024
Change-763,024 (-100%)
Value—
UBS Group AG
N/A
Shares— from 727,323
Change-727,323 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 699,345
Change-699,345 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 675,460
Change-675,460 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 624,679
Change-624,679 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 622,078
Change-622,078 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 587,492
Change-587,492 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 553,219
Change-553,219 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 413,512
Change-413,512 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 389,073
Change-389,073 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 365,846
Change-365,846 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 364,559
Change-364,559 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 281,535
Change-281,535 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 214,462
Change-214,462 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 213,508
Change-213,508 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 198,994
Change-198,994 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 197,160
Change-197,160 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 184,568
Change-184,568 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 180,254
Change-180,254 (-100%)
Value—
EWA, LLC
N/A
Shares— from 170,302
Change-170,302 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 153,572
Change-153,572 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 149,904
Change-149,904 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 139,364
Change-139,364 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 137,010
Change-137,010 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 129,990
Change-129,990 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 129,675
Change-129,675 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 125,366
Change-125,366 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 122,090
Change-122,090 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 121,707
Change-121,707 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 110,759
Change-110,759 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 110,071
Change-110,071 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 107,740
Change-107,740 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 104,030
Change-104,030 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 99,296
Change-99,296 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 98,779
Change-98,779 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 98,691
Change-98,691 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 95,909
Change-95,909 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 92,936
Change-92,936 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 92,445
Change-92,445 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 90,833
Change-90,833 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 89,824
Change-89,824 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 87,750
Change-87,750 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 85,382
Change-85,382 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 81,899
Change-81,899 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 81,834
Change-81,834 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 76,567
Change-76,567 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 75,519
Change-75,519 (-100%)
Value—
Mcmorgan & Co LLC
N/A
Shares— from 74,179
Change-74,179 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 71,610
Change-71,610 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 69,334
Change-69,334 (-100%)
Value—
&partners
N/A
Shares— from 68,100
Change-68,100 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 67,972
Change-67,972 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 65,360
Change-65,360 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 62,946
Change-62,946 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 60,537
Change-60,537 (-100%)
Value—
BlueCrest Capital Management Ltd
N/A
Shares— from 60,000
Change-60,000 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 59,521
Change-59,521 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 56,783
Change-56,783 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 56,725
Change-56,725 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 54,883
Change-54,883 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 53,909
Change-53,909 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 52,722
Change-52,722 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 52,688
Change-52,688 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 51,433
Change-51,433 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 47,587
Change-47,587 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 46,753
Change-46,753 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 43,675
Change-43,675 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 43,037
Change-43,037 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 42,502
Change-42,502 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 41,784
Change-41,784 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 41,671
Change-41,671 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 41,598
Change-41,598 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 41,598
Change-41,598 (-100%)
Value—
Menora Mivtachim Holdings Ltd.
N/A
Shares— from 39,050
Change-39,050 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 36,957
Change-36,957 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 36,656
Change-36,656 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 36,448
Change-36,448 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 36,133
Change-36,133 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 35,209
Change-35,209 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 34,930
Change-34,930 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 34,560
Change-34,560 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 34,494
Change-34,494 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 33,339
Change-33,339 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 32,780
Change-32,780 (-100%)
Value—
ArborFi Advisors, LLC
N/A
Shares— from 32,270
Change-32,270 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 32,011
Change-32,011 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 30,559
Change-30,559 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 30,383
Change-30,383 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 30,071
Change-30,071 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 29,378
Change-29,378 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 29,210
Change-29,210 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 28,516
Change-28,516 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 28,515
Change-28,515 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 26,160
Change-26,160 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 24,792
Change-24,792 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 24,349
Change-24,349 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 24,055
Change-24,055 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 22,441
Change-22,441 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 20,100
Change-20,100 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 19,706
Change-19,706 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 19,360
Change-19,360 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 19,326
Change-19,326 (-100%)
Value—
DV Equities, LLC
N/A
Shares— from 18,776
Change-18,776 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 18,578
Change-18,578 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 18,362
Change-18,362 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 17,486
Change-17,486 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 17,058
Change-17,058 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 15,268
Change-15,268 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 15,132
Change-15,132 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 14,845
Change-14,845 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 14,549
Change-14,549 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 14,143
Change-14,143 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 13,562
Change-13,562 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 13,308
Change-13,308 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 12,997
Change-12,997 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 12,611
Change-12,611 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 12,547
Change-12,547 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 12,295
Change-12,295 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 12,291
Change-12,291 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 12,225
Change-12,225 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 11,911
Change-11,911 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 11,730
Change-11,730 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 11,449
Change-11,449 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 11,221
Change-11,221 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 10,762
Change-10,762 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 9,674
Change-9,674 (-100%)
Value—
Stephens Inc
N/A
Shares— from 9,671
Change-9,671 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 9,545
Change-9,545 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 9,368
Change-9,368 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 9,039
Change-9,039 (-100%)
Value—
Betterment LLC
N/A
Shares— from 8,926
Change-8,926 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 8,652
Change-8,652 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 8,639
Change-8,639 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 8,486
Change-8,486 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 8,243
Change-8,243 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 8,116
Change-8,116 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 8,082
Change-8,082 (-100%)
Value—
Laidlaw Wealth Management LLC
N/A
Shares— from 7,795
Change-7,795 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 7,216
Change-7,216 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 7,176
Change-7,176 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 7,139
Change-7,139 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 7,097
Change-7,097 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 6,901
Change-6,901 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 6,621
Change-6,621 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 6,600
Change-6,600 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 6,559
Change-6,559 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 6,398
Change-6,398 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 6,312
Change-6,312 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 6,172
Change-6,172 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 6,046
Change-6,046 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 5,889
Change-5,889 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 5,886
Change-5,886 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 5,881
Change-5,881 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 5,842
Change-5,842 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 5,835
Change-5,835 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 5,699
Change-5,699 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 5,653
Change-5,653 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 5,377
Change-5,377 (-100%)
Value—
FMR LLC
N/A
Shares— from 5,244
Change-5,244 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 5,233
Change-5,233 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 5,224
Change-5,224 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 5,074
Change-5,074 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 5,034
Change-5,034 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 4,918
Change-4,918 (-100%)
Value—
Simmons Bank
N/A
Shares— from 4,781
Change-4,781 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 4,529
Change-4,529 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 4,475
Change-4,475 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 4,279
Change-4,279 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 4,160
Change-4,160 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 4,131
Change-4,131 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 4,035
Change-4,035 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 4,008
Change-4,008 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 3,973
Change-3,973 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 3,973
Change-3,973 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 3,958
Change-3,958 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 3,884
Change-3,884 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 3,795
Change-3,795 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 3,662
Change-3,662 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 3,659
Change-3,659 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 3,657
Change-3,657 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 3,547
Change-3,547 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 3,450
Change-3,450 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 3,356
Change-3,356 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 3,348
Change-3,348 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 2,652
Change-2,652 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 1,856
Change-1,856 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 1,825
Change-1,825 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 1,803
Change-1,803 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 1,555
Change-1,555 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 1,375
Change-1,375 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,172
Change-1,172 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 1,169
Change-1,169 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,091
Change-1,091 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,007
Change-1,007 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 973
Change-973 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 848
Change-848 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 750
Change-750 (-100%)
Value—
Premier Financial Group
N/A
Shares— from 570
Change-570 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 524
Change-524 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 510
Change-510 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 451
Change-451 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 391
Change-391 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 370
Change-370 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 366
Change-366 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 336
Change-336 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 291
Change-291 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 273
Change-273 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 168
Change-168 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 156
Change-156 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 151
Change-151 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 140
Change-140 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 79
Change-79 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 65
Change-65 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 60
Change-60 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 25
Change-25 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 24
Change-24 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED5,611,4445,291,103+320,341+6%$315.9M$337.1M+$21.2M2026-11-06
Harel Insurance Investments & Financial Services Ltd.
DECREASED5,160,8006,990,465-1,829,665-26%$418.4M$310.1M-$108.3M2026-11-02
Bank of Montreal
INCREASED3,386,1343,140,770+245,364+8%$187.5M$203.4M+$15.9M2026-11-09
Merit Financial Group, LLC
INCREASED1,207,9591,172,606+35,353+3%$70.0M$72.6M+$2.6M2026-11-06
Sofi Wealth, LLC
INCREASED940,379823,592+116,787+14%$49.2M$56.5M+$7.3M2026-10-27
Thrivent Financial for Lutherans
INCREASED709,738435,066+274,672+63%$26.0M$42.7M+$16.7M2026-11-05
Global X Japan Co., Ltd.
DECREASED638,258689,061-50,803-7%$41.1M$38.3M-$2.8M2026-10-21
Ascent Group, LLC
DECREASED388,459444,378-55,919-13%$26.5M$23.3M-$3.2M2026-10-30
Vise Technologies, Inc.
INCREASED385,124295,524+89,600+30%$17.6M$23.1M+$5.5M2026-10-29
Henshaw Capital LLC
DECREASED375,000759,000-384,000-51%$45.3M$22.5M-$22.8M2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED334,229355,947-21,718-6%$21.3M$20.1M-$1.2M2026-10-14
Meitav Investment House LTD
INCREASED328,318327,597+721+0%$19.6M$19.7M+$164.5K2026-10-28
Triad Wealth Partners, LLC
DECREASED299,319358,058-58,739-16%$23.0M$18.0M-$5.1M2026-10-26
Goldstein Advisors, LLC
DECREASED294,213335,543-41,330-12%$20.0M$17.7M-$2.4M2026-10-15
Cambridge Investment Research Advisors, Inc.
INCREASED281,671219,730+61,941+28%$13.1M$16.9M+$3.8M2026-11-02
Valley Wealth Managers, Inc.
INCREASED259,995243,238+16,757+7%$14.5M$15.6M+$1.1M2026-10-09
Park Avenue Securities LLC
INCREASED258,489168,153+90,336+54%$10.0M$15.5M+$5.5M2026-10-26
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
UNCHANGED245,627245,62700%$14.7M$14.8M+$45.0K2026-11-09
Patton Albertson Miller Group, LLC
INCREASED236,168224,449+11,719+5%$13.4M$14.2M+$787.1K2026-10-26
Evolution Wealth Advisors, LLC
INCREASED234,381220,193+14,188+6%$13.1M$14.1M+$933.9K2026-11-03
MGO One Seven LLC
INCREASED230,236227,846+2,390+1%$13.6M$13.8M+$227.9K2026-10-28
Shepherd Financial Partners LLC
DECREASED216,855297,514-80,659-27%$17.8M$13.0M-$4.7M2026-11-03
West Wealth Group, LLC
INCREASED209,693204,917+4,776+2%$12.2M$12.6M+$362.8K2026-10-14
Tennessee Valley Asset Management Partners
INCREASED203,014165,561+37,453+23%$9.9M$12.2M+$2.3M2026-11-03
Decker Wealth Management LLC
DECREASED193,024193,358-3340%$11.5M$11.6M+$51.5K2026-10-09
CFS Investment Advisory Services, LLC
INCREASED176,189174,549+1,640+1%$11.2M$10.6M-$582.2K2026-10-19
Perigon Wealth Management, LLC
DECREASED175,035178,386-3,351-2%$10.7M$10.5M-$135.3K2026-10-22
Prevail Innovative Wealth Advisors, LLC
INCREASED163,202126,408+36,794+29%$7.5M$9.6M+$2.0M2026-10-20
HighTower Advisors, LLC
INCREASED162,334155,372+6,962+4%$9.3M$9.8M+$475.8K2026-11-10
KWB Wealth
DECREASED161,467204,879-43,412-21%$12.2M$9.7M-$2.5M2026-10-16
Horst & Graben Wealth Management LLC
DECREASED160,370202,340-41,970-21%$12.4M$9.6M-$2.8M2026-11-02
New England Private Wealth Advisors LLC
INCREASED149,505149,135+370+0%$9.4M$9.0M-$414.7K2026-10-19
Cardinal Strategic Wealth Guidance
DECREASED146,169154,389-8,220-5%$9.2M$8.8M-$436.8K2026-11-02
Potentia Wealth
INCREASED144,977143,846+1,131+1%$8.6M$8.7M+$121.2K2026-11-09
Physician Wealth Advisors, Inc.
DECREASED144,478169,122-24,644-15%$10.1M$8.7M-$1.4M2026-10-20
Farther Finance Advisors, LLC
DECREASED142,860159,160-16,300-10%$9.5M$8.6M-$920.4K2026-10-08
Security Financial Services, Inc.
DECREASED139,903162,500-22,597-14%$9.7M$8.4M-$1.3M2026-10-29
Kelly Financial Services LLC
DECREASED134,139157,258-23,119-15%$9.4M$8.1M-$1.3M2026-10-20
Pettinga Financial Advisors LLC
DECREASED133,889158,324-24,435-15%$9.5M$8.0M-$1.4M2026-10-13
Strategic Blueprint, LLC
DECREASED133,795147,408-13,613-9%$8.8M$8.0M-$763.3K2026-10-22
Commonwealth Equity Services, LLC
DECREASED133,158267,424-134,266-50%$16.0M$8.0M-$8.0M2026-11-02
Embree Financial Group
DECREASED129,318130,116-798-1%$7.8M$7.8M+$2412026-10-22
Beacon Financial Group
DECREASED127,324128,904-1,580-1%$7.7M$7.6M-$47.2K2026-10-19
Kestra Private Wealth Services, LLC
INCREASED117,62992,441+25,188+27%$5.5M$7.1M+$1.5M2026-11-06
Archer Investment Management, LLC
INCREASED112,53198,551+13,980+14%$5.9M$6.8M+$876.4K2026-10-13
Bridgelight Financial Advisors, Inc.
INCREASED111,700109,512+2,188+2%$6.5M$6.7M+$172.0K2026-10-20
Sharkey, Howes & Javer
DECREASED109,707113,048-3,341-3%$6.8M$6.6M-$158.9K2026-10-22
Midwest Capital Advisors, LLC
DECREASED105,356127,758-22,402-18%$7.6M$6.3M-$1.3M2026-11-04
Avid Wealth Partners LLC
INCREASED104,71786,848+17,869+21%$5.2M$6.3M+$1.1M2026-11-03
Plancorp, LLC
DECREASED99,147136,498-37,351-27%$8.3M$6.3M-$1.9M2026-11-03
Beacon Capital Management, LLC
INCREASED98,71486,304+12,410+14%$5.2M$5.9M+$777.5K2026-10-23
Independent Financial Group, LLC
DECREASED96,837104,905-8,068-8%$6.3M$5.8M-$445.9K2026-10-13
ShoreHaven Wealth Partners, LLC
INCREASED94,63786,155+8,482+10%$5.1M$5.7M+$541.5K2026-10-16
Ameliora Wealth Management Ltd.
INCREASED88,90985,039+3,870+5%$5.1M$5.3M+$264.0K2026-10-23
Watershed Private Wealth LLC
DECREASED88,40690,329-1,923-2%$5.4M$5.3M-$82.1K2026-10-30
Buttonwood Financial Group, LLC
DECREASED87,358103,100-15,742-15%$6.2M$5.2M-$909.4K2026-10-16
Foguth Wealth Management, Llc.
DECREASED84,988131,078-46,090-35%$7.9M$5.2M-$2.6M2026-10-19
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
UNCHANGED81,97081,97000%$4.9M$4.9M+$15.0K2026-11-09
Kestra Advisory Services, LLC
INCREASED81,89170,250+11,641+17%$4.2M$4.9M+$725.4K2026-11-02
OAK Family Advisors, LLC
DECREASED80,17580,541-3660%$4.8M$4.8M+$7.8K2026-10-19
Bank of New York Mellon Corp
DECREASED78,26393,123-14,860-16%$5.6M$4.7M-$858.3K2026-11-05
Quadcap Wealth Management, LLC
INCREASED77,78971,934+5,855+8%$4.3M$4.7M+$378.4K2026-11-02
Claro Advisors Inc.
DECREASED76,55884,077-7,519-9%$5.0M$4.6M-$420.6K2026-11-02
Apeiron RIA LLC
INCREASED73,11946,908+26,211+56%$2.8M$4.4M+$1.6M2026-10-08
Phoenix Financial Ltd.
DECREASED71,76982,629-10,860-13%$4.9M$4.3M-$583.9K2026-11-09
James Investment Research, Inc.
DECREASED70,93979,666-8,727-11%$4.8M$4.3M-$494.8K2026-10-22
Fortem Financial Group, LLC
DECREASED70,75575,046-4,291-6%$4.5M$4.3M-$230.0K2026-10-20
TSA Wealth Managment LLC
DECREASED68,93874,550-5,612-8%$4.5M$4.1M-$309.6K2026-10-22
May Hill Capital, LLC
DECREASED68,47469,711-1,237-2%$4.2M$4.1M-$48.5K2026-11-03
Quadrant Private Wealth Management, LLC
INCREASED68,14764,482+3,665+6%$3.9M$4.1M+$232.0K2026-11-04
Trek Financial, LLC
INCREASED67,62752,965+14,662+28%$3.2M$4.1M+$900.5K2026-10-29
Nikulski Financial, Inc.
INCREASED67,19759,702+7,495+13%$3.6M$4.0M+$471.7K2026-11-06
Cypress Wealth Services, LLC
DECREASED67,11970,822-3,703-5%$4.2M$4.0M-$197.6K2026-10-21
Principal Financial Group Inc
INCREASED65,90455,798+10,106+18%$3.3M$4.0M+$627.8K2026-11-02
Alliance Wealth Advisors, LLC
INCREASED62,80957,824+4,985+9%$3.5M$3.8M+$320.9K2026-10-28
Newport Capital Group, LLC
NEW62,341—+62,341——$4.0M—2026-10-16
Hobbs Wealth Management, LLC
DECREASED62,23264,926-2,694-4%$3.9M$3.7M-$137.8K2026-10-20
Focus Financial Network, Inc.
DECREASED62,21867,542-5,324-8%$4.0M$3.7M-$307.4K2026-10-14
Skyline Advisors, Inc.
DECREASED58,76063,061-4,301-7%$3.8M$3.5M-$235.1K2026-11-03
Ehrlich Financial Group
DECREASED58,138101,933-43,795-43%$6.1M$3.5M-$2.6M2026-10-20
Town Capital LLC
DECREASED56,74364,431-7,688-12%$3.8M$3.4M-$438.1K2026-11-03
Lifelong Wealth Advisors, Inc.
INCREASED54,30250,697+3,605+7%$3.0M$3.3M+$235.4K2026-10-19
Gen-Wealth Partners Inc
INCREASED52,78651,829+957+2%$3.1M$3.2M+$76.7K2026-11-04
Northbridge Financial Group, LLC
INCREASED51,31649,927+1,389+3%$3.0M$3.1M+$100.9K2026-11-05
Scissortail Wealth Management, LLC
INCREASED50,95550,176+779+2%$3.0M$3.1M+$65.3K2026-11-03
Schwallier Wealth Management LLC
INCREASED50,91547,890+3,025+6%$2.9M$3.1M+$199.5K2026-11-05
A4 Wealth Advisors LLC
DECREASED50,83557,062-6,227-11%$3.4M$3.1M-$353.0K2026-10-20
Concurrent Investment Advisors, LLC
DECREASED48,486101,207-52,721-52%$6.0M$2.9M-$3.1M2026-10-16
Emergent Wealth Advisors, LLC
INCREASED48,46429,550+18,914+64%$1.9M$2.9M+$1.0M2026-10-09
Golden State Wealth Management, LLC
DECREASED47,03152,397-5,366-10%$3.1M$2.8M-$303.0K2026-11-02
Ashton Thomas Private Wealth, LLC
INCREASED46,92146,893+28+0%$2.8M$2.8M+$19.0K2026-11-03
Atria Investments, Inc
DECREASED46,70157,274-10,573-18%$3.4M$2.8M-$614.0K2026-10-15
PFG Advisors
INCREASED45,30142,455+2,846+7%$2.5M$2.7M+$186.7K2026-10-16
Solstein Capital, LLC
INCREASED44,38644,211+175+0%$2.6M$2.7M+$26.9K2026-11-02
EQ LLC
DECREASED44,016191,016-147,000-77%$11.4M$2.6M-$8.8M2026-11-09
Integrated Advisors Network LLC
DECREASED42,15743,688-1,531-3%$2.6M$2.5M-$75.8K2026-10-20
SWP Financial LLC
DECREASED40,73655,023-14,287-26%$3.3M$2.4M-$838.0K2026-10-23
Maia Wealth LLC
INCREASED39,78332,150+7,633+24%$1.9M$2.4M+$470.5K2026-10-19
Spectrum Planning & Advisory Services Inc.
DECREASED39,59647,637-8,041-17%$2.8M$2.4M-$465.5K2026-11-05
TD Waterhouse Canada Inc.
DECREASED38,91039,056-1460%$2.4M$2.3M-$52.0K2026-10-16
Accel Wealth Management
INCREASED37,72834,597+3,131+9%$2.1M$2.3M+$200.9K2026-10-13
Clearstead Advisors, LLC
DECREASED37,42337,631-208-1%$2.2M$2.2M+$1.4K2026-11-06
Bison Wealth, LLC
INCREASED37,16430,978+6,186+20%$2.0M$2.2M+$214.9K2026-10-13
Peak Wealth Management LLC
DECREASED36,59141,050-4,459-11%$2.5M$2.2M-$207.0K2026-10-26
Intentional Wealth Strategies, LLC
INCREASED36,23933,545+2,694+8%$2.0M$2.2M+$174.7K2026-11-09
Herbst Group, LLC
DECREASED36,21536,291-760%$2.2M$2.2M+$8.9K2026-10-20
Elevation Point Wealth Partners, LLC
NEW35,921—+35,921——$2.2M—2026-11-05
Bedminster, LLC
DECREASED35,87739,686-3,809-10%$2.4M$2.2M-$214.2K2026-11-04
Belpointe Asset Management LLC
INCREASED35,54432,385+3,159+10%$1.9M$2.1M+$201.8K2026-11-09
Prosperity Financial Group, Inc.
INCREASED35,27734,758+519+1%$2.1M$2.1M+$44.0K2026-10-29
B.O.S.S. Retirement Advisors, LLC
DECREASED34,97636,344-1,368-4%$2.2M$2.1M-$68.7K2026-10-26
FFG Retirement Advisors LLC
INCREASED34,63432,769+1,865+6%$2.0M$2.1M+$124.2K2026-10-20
Avidian Wealth Enterprises, LLC
INCREASED34,15933,137+1,022+3%$2.0M$2.1M+$73.7K2026-10-08
IFP Advisors, Inc
DECREASED33,43639,198-5,762-15%$2.3M$2.0M-$331.7K2026-10-16
Braun-Bostich & Associates Inc.
DECREASED31,93437,760-5,826-15%$2.3M$1.9M-$336.1K2026-10-20
Carlson Financial, Inc.
DECREASED31,46931,488-190%$1.9M$1.9M+$9.9K2026-11-05
Oppenheimer & Co Inc
DECREASED31,30532,222-917-3%$1.9M$1.9M-$43.2K2026-10-26
D.A. Davidson & Co.
INCREASED31,23531,207+28+0%$1.9M$1.9M+$13.2K2026-10-28
Rational Advisors, Inc.
NEW31,000—+31,000——$1.9M—2026-11-02
Brookstone Capital Management
INCREASED29,87625,844+4,032+16%$1.5M$1.8M+$251.8K2026-10-22
Bank Hapoalim BM
DECREASED29,82233,566-3,744-11%$2.0M$1.8M-$212.0K2026-11-10
Uptick Partners, LLC
DECREASED29,26936,809-7,540-20%$2.2M$1.8M-$439.4K2026-11-04
Novem Group
INCREASED28,7419,213+19,528+212%$550.1K$1.7M+$1.2M2026-10-19
Diversify Wealth Management, LLC
INCREASED28,1734,856+23,317+480%$310.1K$1.7M+$1.4M2026-10-20
Diversify Advisory Services, LLC
INCREASED28,1734,856+23,317+480%$310.1K$1.7M+$1.4M2026-10-20
Wealth Enhancement Advisory Services, LLC
INCREASED28,00923,015+4,994+22%$1.4M$1.7M+$249.6K2026-10-13
Founders Financial Securities LLC
INCREASED28,0016,393+21,608+338%$381.7K$1.7M+$1.3M2026-10-28
Clear Creek Financial Management, LLC
INCREASED27,87922,660+5,219+23%$1.4M$1.7M+$321.8K2026-10-28
Carter Financial Group, Inc.
INCREASED27,79427,386+408+1%$1.6M$1.7M+$29.5K2026-10-21
Csenge Advisory Group
DECREASED27,31729,195-1,878-6%$1.7M$1.6M-$102.0K2026-11-04
Arcadia Wealth Management, LLC
INCREASED26,72011,160+15,560+139%$666.4K$1.6M+$939.0K2026-10-22
Terra Nova Asset Management LLC
INCREASED25,92523,273+2,652+11%$1.4M$1.6M+$167.9K2026-10-13
Firethorn Wealth Partners, LLC
DECREASED25,79926,557-758-3%$1.6M$1.5M-$35.7K2026-10-14
WealthPoint Financial, LLC
DECREASED24,58627,041-2,455-9%$1.6M$1.5M-$137.5K2026-11-03
Principle Wealth Partners LLC
NEW24,470—+24,470——$1.5M—2026-11-02
Bluedoor Private Wealth, LLC
DECREASED23,95625,494-1,538-6%$1.5M$1.4M-$83.0K2026-11-05
Wavvest Wealth LLC
NEW23,745—+23,745——$1.4M—2026-10-21
Blueprint Investment Partners LLC
INCREASED23,39519,259+4,136+21%$1.1M$1.4M+$255.6K2026-10-28
Blueprint Financial Advisors LLC
INCREASED23,39520,693+2,702+13%$1.2M$1.4M+$170.0K2026-10-28
Mather Group, Llc.
DECREASED23,34926,675-3,326-12%$1.6M$1.4M-$190.0K2026-10-14
United Advisor Group, LLC
INCREASED22,59420,580+2,014+10%$1.2M$1.4M+$128.6K2026-11-03
Financial Partners Group, Inc
DECREASED21,74527,142-5,397-20%$1.6M$1.3M-$314.2K2026-10-19
Crestwood Advisors Group, LLC
DECREASED21,53025,419-3,889-15%$1.5M$1.3M-$224.2K2026-10-27
Apollon Wealth Management, LLC
DECREASED21,51721,790-273-1%$1.3M$1.3M-$8.3K2026-10-23
Balefire, LLC
INCREASED21,05218,685+2,367+13%$1.1M$1.3M+$149.1K2026-10-09
WBH Advisory Inc
NEW20,990—+20,990——$1.3M—2026-11-05
Arwa LLC
DECREASED20,95231,226-10,274-33%$1.9M$1.2M-$626.9K2026-10-21
Transce3nd, LLC
NEW20,879—+20,879——$1.3M—2026-10-26
Citizens Financial Group Inc
INCREASED20,87510,767+10,108+94%$644.9K$1.3M+$609.3K2026-10-23
XY Planning Network, Inc.
DECREASED20,69021,499-809-4%$1.3M$1.2M-$40.6K2026-10-14
Sovran Advisors, LLC
INCREASED20,23914,768+5,471+37%$943.8K$1.3M+$371.5K2026-11-02
Endowment Wealth Management, Inc.
INCREASED20,09816,060+4,038+25%$958.9K$1.2M+$248.5K2026-11-03
Thoroughbred Financial Services, LLC
DECREASED20,08420,328-244-1%$1.2M$1.2M-$7.0K2026-11-09
Theory Financial LLC
DECREASED19,83224,468-4,636-19%$1.5M$1.2M-$269.5K2026-11-09
Meridian Wealth Management, LLC
DECREASED19,82420,178-354-2%$1.2M$1.2M-$13.8K2026-11-05
Brown Miller Wealth Management, LLC
INCREASED19,65317,324+2,329+13%$1.0M$1.2M+$146.4K2026-11-02
Legacy Advisory Services, LLC
NEW19,594—+19,594——$1.2M—2026-10-20
Parkway Wealth Management Group, LLC
DECREASED19,17320,307-1,134-6%$1.2M$1.2M-$60.7K2026-10-20
Truist Financial Corp
INCREASED18,74918,018+731+4%$1.1M$1.1M+$50.6K2026-10-30
IFG Advisory, LLC
INCREASED18,66911,572+7,097+61%$691.0K$1.1M+$430.6K2026-11-09
Balboa Wealth Partners
UNCHANGED18,63918,63900%$1.1M$1.1M+$6.9K2026-10-20
CoreCap Advisors, LLC
INCREASED18,49212,109+6,383+53%$723.0K$1.1M+$388.0K2026-10-08
Cornerstone Wealth Management, LLC
DECREASED18,08819,761-1,673-8%$1.2M$1.1M-$93.2K2026-11-04
Great Valley Advisor Group, Inc.
DECREASED17,89822,136-4,238-19%$1.3M$1.1M-$246.6K2026-11-09
Y.D. More Investments Ltd
INCREASED17,89516,804+1,091+6%$1.0M$1.1M+$71.8K2026-11-02
Tempus Wealth Planning, LLC
DECREASED17,17019,462-2,292-12%$1.2M$1.0M-$130.5K2026-10-14
Corecam Pte. Ltd.
NEW17,143—+17,143——$1.0M—2026-10-23
HBW Advisory Services LLC
DECREASED16,65277,089-60,437-78%$4.6M$1.0M-$3.6M2026-10-15
GatePass Capital, LLC
DECREASED16,15017,674-1,524-9%$1.1M$970.3K-$85.0K2026-11-09
American Institute for Advanced Investment Management, LLP
DECREASED15,88519,237-3,352-17%$1.1M$954.4K-$194.3K2026-11-03
WealthPLAN Partners, LLC
DECREASED15,84918,039-2,190-12%$1.1M$952.2K-$124.9K2026-10-15
Peck Wealth Management, LLC
DECREASED15,32018,063-2,743-15%$1.1M$920.4K-$158.1K2026-10-29
FWG Investments, Llc.
INCREASED14,84511,685+3,160+27%$697.7K$891.9K+$194.2K2026-11-03
Vectors Research Management, LLC
INCREASED14,8198,546+6,273+73%$510.3K$890.3K+$380.0K2026-11-09
Patriot Financial Group Insurance Agency, LLC
DECREASED14,68115,333-652-4%$915.5K$882.0K-$33.5K2026-10-14
Highline Wealth Partners LLC
DECREASED14,36021,990-7,630-35%$1.3M$862.7K-$450.3K2026-10-19
Sutton Place Investors LLC
DECREASED14,16214,660-498-3%$875.3K$850.9K-$24.5K2026-10-20
HighPoint Advisor Group LLC
INCREASED14,02712,901+1,126+9%$770.3K$842.8K+$72.5K2026-11-09
Parallel Advisors, LLC
INCREASED13,97312,470+1,503+12%$744.6K$839.5K+$94.8K2026-11-03
Merkkuri Wealth Advisors LLC
DECREASED13,92316,205-2,282-14%$967.6K$836.5K-$131.1K2026-11-03
Moors & Cabot, Inc.
INCREASED13,85210,600+3,252+31%$632.9K$832.2K+$199.3K2026-11-06
Kickstand Ventures, Llc.
INCREASED13,8004,238+9,562+226%$253.1K$829.1K+$576.1K2026-11-09
Compound Planning, Inc.
DECREASED13,76716,756-2,989-18%$1.0M$827.1K-$173.4K2026-11-09
Signature Equity Partners, LLC
INCREASED13,47013,025+445+3%$777.7K$809.3K+$31.6K2026-10-29
Courier Capital LLC
INCREASED13,1017,642+5,459+71%$456.3K$787.1K+$330.8K2026-10-19
J.W. Cole Advisors, Inc.
DECREASED13,00717,173-4,166-24%$1.0M$781.5K-$243.9K2026-11-05
Joel Isaacson & Co., LLC
DECREASED13,00014,300-1,300-9%$853.9K$781.0K-$72.8K2026-11-05
Gilliland Jeter Wealth Management LLC
INCREASED12,8609,007+3,853+43%$537.8K$772.6K+$234.8K2026-10-28
Kingsbury Capital Investment Advisors LLC
DECREASED12,80420,100-7,296-36%$1.2M$769.3K-$430.9K2026-10-20
Sigma Planning Corp
DECREASED12,71416,519-3,805-23%$986.9K$788.5K-$198.4K2026-10-23
Nwam LLC
INCREASED12,5838,338+4,245+51%$497.9K$756.0K+$258.1K2026-11-09
Lauer Wealth, LLC
NEW11,911—+11,911——$705.0K—2026-10-13
Emerald Advisors, LLC
INCREASED11,3945,191+6,203+120%$310.0K$684.6K+$374.6K2026-10-13
WealthBridge Capital Management, LLC
DECREASED11,30911,647-338-3%$695.4K$679.5K-$16.0K2026-10-16
RDA Financial Network
INCREASED11,2809,611+1,669+17%$573.9K$677.7K+$103.8K2026-10-15
Chatham Capital Group, Inc.
NEW11,255—+11,255——$676.2K—2026-10-16
Harbour Investments, Inc.
DECREASED11,13935,934-24,795-69%$2.1M$669.2K-$1.5M2026-11-09
Creative Planning
DECREASED10,97711,286-309-3%$673.9K$659.5K-$14.4K2026-11-02
Sowell Financial Services LLC
INCREASED10,8889,110+1,778+20%$544.0K$654.2K+$110.2K2026-10-23
Lloyd Advisory Services, Llc.
INCREASED10,7469,081+1,665+18%$542.2K$645.6K+$103.4K2026-11-02
Virtus Family Office LLC
DECREASED10,67613,877-3,201-23%$828.6K$641.4K-$187.2K2026-10-30
SBI Securities Co., Ltd.
DECREASED10,54511,304-759-7%$675.0K$633.5K-$41.4K2026-10-22
Quattro Financial Advisors LLC
UNCHANGED10,30010,30000%$615.0K$618.8K+$3.8K2026-10-15
Beacon Financial Advisory LLC
INCREASED10,2399,804+435+4%$585.4K$615.2K+$29.8K2026-10-16
Centerpoint Advisory Group
INCREASED10,2335,858+4,375+75%$349.8K$614.8K+$265.0K2026-10-23
Advisory Solutions Group, LLC
NEW10,131—+10,131——$608.7K—2026-10-14
Omni 360 Wealth, Inc.
INCREASED9,9069,353+553+6%$558.5K$595.2K+$36.7K2026-10-13
Pinnacle Associates LTD
INCREASED9,8359,715+120+1%$580.1K$590.9K+$10.8K2026-10-20
Creative Financial Designs Inc
INCREASED9,7008,826+874+10%$527.0K$582.8K+$55.8K2026-11-04
Midwest Financial Group LLC
INCREASED9,5207,970+1,550+19%$475.9K$572.0K+$96.1K2026-10-15
Tepp RIA, LLC
DECREASED9,46155,767-46,306-83%$3.3M$568.4K-$2.8M2026-10-14
Nations Financial Group Inc,
DECREASED9,28810,481-1,193-11%$625.8K$558.0K-$67.8K2026-11-05
HB Wealth Management, LLC
DECREASED9,23112,173-2,942-24%$726.9K$554.6K-$172.3K2026-10-23
Investment Partners, Ltd.
INCREASED9,1903,562+5,628+158%$212.7K$552.1K+$339.4K2026-10-29
Walker Asset Management, LLC
INCREASED8,9988,963+35+0%$535.2K$540.6K+$5.4K2026-10-13
Cassilly Financial Group LLC
DECREASED8,82211,533-2,711-24%$688.6K$530.0K-$158.6K2026-10-07
Prospera Financial Services Inc
DECREASED8,8058,834-290%$527.5K$561.6K+$34.1K2026-11-04
MKT Advisors LLC
DECREASED8,80310,023-1,220-12%$639.4K$521.1K-$118.3K2026-10-20
Integrated Wealth Management
DECREASED8,80010,458-1,658-16%$624.4K$528.7K-$95.7K2026-10-19
Lunt Capital Management, Inc.
DECREASED8,6469,490-844-9%$566.6K$519.5K-$47.2K2026-10-30
Archford Capital Strategies, LLC
INCREASED8,5748,416+158+2%$502.5K$515.1K+$12.6K2026-10-19
Sagespring Wealth Partners, LLC
DECREASED8,3508,550-200-2%$510.5K$501.7K-$8.8K2026-10-22
15 Wealth Advisors LLC
NEW8,317—+8,317——$499.7K—2026-10-14
Castleview Partners, LLC
INCREASED8,3036,943+1,360+20%$414.6K$498.9K+$84.3K2026-10-09
Mirae Asset Global Investments Co., Ltd.
NEW8,190—+8,190——$492.1K—2026-11-03
PNC Financial Services Group, Inc.
DECREASED8,1378,927-790-9%$533.0K$488.9K-$44.2K2026-11-06
Imc-Chicago, LLC
DECREASED7,9588,998-1,040-12%$537.3K$478.1K-$59.2K2026-11-05
Nvwm, LLC
INCREASED7,9407,911+29+0%$472.4K$477.0K+$4.7K2026-10-14
Asempa Wealth Advisors
INCREASED7,7594,114+3,645+89%$245.7K$466.6K+$221.0K2026-10-07
Key Capital Management, Inc
INCREASED7,6586,633+1,025+15%$396.1K$460.1K+$64.0K2026-11-03
HUB Investment Partners, LLC
DECREASED7,3757,434-59-1%$443.9K$443.1K-$7692026-11-03
Lido Advisors, LLC
DECREASED7,3137,433-120-2%$445.2K$439.4K-$5.8K2026-11-04
Joseph P. Lucia & Associates, LLC
INCREASED7,2176,242+975+16%$373.9K$433.6K+$59.7K2026-10-30
Activest Wealth Management
INCREASED7,1126,944+168+2%$414.6K$427.3K+$12.7K2026-10-15
MN Wealth Advisors, LLC
INCREASED6,9836,970+13+0%$416.2K$419.6K+$3.4K2026-10-23
MCF Advisors LLC
DECREASED6,9457,171-226-3%$429.5K$417.2K-$12.3K2026-10-28
Vontobel Holding Ltd.
DECREASED6,9418,749-1,808-21%$522.4K$417.0K-$105.4K2026-10-16
CGN Advisors LLC
DECREASED6,9167,562-646-9%$451.5K$415.5K-$36.0K2026-10-21
Riggs Asset Managment Co. Inc.
DECREASED6,7958,403-1,608-19%$501.7K$408.2K-$93.5K2026-11-05
Caliber Wealth Management, LLC / KS
INCREASED6,6256,611+14+0%$394.7K$398.0K+$3.3K2026-11-04
SeaCrest Wealth Management, LLC
DECREASED6,5036,917-414-6%$413.0K$390.7K-$22.3K2026-10-21
StoneX Group Inc.
NEW6,397—+6,397——$386.7K—2026-11-03
Cardinal Point Capital Management ULC
INCREASED6,3935,547+846+15%$332.2K$384.1K+$51.9K2026-10-21
Integrity Alliance, Llc.
INCREASED6,3015,922+379+6%$353.6K$378.6K+$25.0K2026-10-29
NWF Advisory Services Inc.
DECREASED6,1756,825-650-10%$407.5K$371.0K-$36.5K2026-10-19
Western Wealth Management, LLC
DECREASED6,05610,642-4,586-43%$635.4K$363.9K-$271.6K2026-11-09
Wealthgarden F.S. LLC
DECREASED6,00026,087-20,087-77%$1.6M$360.5K-$1.2M2026-11-09
Level Four Advisory Services, LLC
INCREASED5,6495,247+402+8%$313.3K$339.4K+$26.1K2026-11-06
SAX Wealth Advisors, LLC
NEW5,557—+5,557——$333.9K—2026-10-13
Latitude Advisors, LLC
INCREASED5,5184,601+917+20%$274.7K$331.5K+$56.8K2026-10-27
Stirlingshire Investments, Inc.
DECREASED5,4997,322-1,823-25%$438.6K$330.4K-$108.2K2026-11-05
Fulcrum Equity Management
INCREASED5,4965,316+180+3%$317.4K$330.2K+$12.8K2026-10-21
B. Riley Wealth Advisors, Inc.
NEW5,461—+5,461——$328.1K—2026-10-13
Private Trust Co NA
DECREASED5,4195,840-421-7%$348.7K$325.6K-$23.1K2026-10-20
Silverlake Wealth Management LLC
NEW5,391—+5,391——$323.9K—2026-10-21
MSH Capital Advisors LLC
DECREASED5,3585,507-149-3%$328.8K$321.9K-$6.9K2026-11-03
Geneos Wealth Management Inc.
DECREASED5,2555,608-353-6%$334.9K$315.7K-$19.1K2026-11-09
Pinnacle Wealth Management Advisory Group, LLC
INCREASED5,1205,000+120+2%$298.6K$307.6K+$9.1K2026-10-23
Signal Advisors Wealth, LLC
DECREASED5,1076,331-1,224-19%$378.0K$306.8K-$71.2K2026-10-13
Sweeney & Michel, LLC
UNCHANGED5,0175,01700%$346.4K$301.4K-$45.0K2026-10-16
Elevated Capital Advisors, LLC
INCREASED4,994419+4,575+1092%$25.0K$300.1K+$275.0K2026-11-04
Wedbush Securities Inc
INCREASED4,8983,835+1,063+28%$229.0K$294.0K+$65.0K2026-10-22
US Bancorp \de\
INCREASED4,8783,102+1,776+57%$185.2K$293.1K+$107.9K2026-11-05
Auxano Advisors, LLC
NEW4,855—+4,855——$291.7K—2026-11-06
Money Concepts Capital Corp
DECREASED4,8184,826-80%$288.2K$289.5K+$1.3K2026-11-06
Simplicity Wealth,LLC
INCREASED4,7454,421+324+7%$264.0K$285.1K+$21.1K2026-10-23
Sound Income Strategies, LLC
INCREASED4,6354,487+148+3%$267.9K$274.3K+$6.4K2026-10-09
Kingswood Wealth Advisors, LLC
INCREASED4,5924,200+392+9%$250.8K$275.9K+$25.1K2026-10-23
Strategic Advisors LLC
INCREASED4,5614,304+257+6%$257.0K$274.0K+$17.0K2026-10-13
Midwest Financial Network, LLC
INCREASED4,4033,870+533+14%$231.1K$264.5K+$33.4K2026-10-13
Cascade Investment Group, Inc.
INCREASED4,3663,973+393+10%$237.2K$262.3K+$25.1K2026-10-13
Capstone Capital Management Ltd
NEW4,300—+4,300——$258.3K—2026-10-21
APS Management Group, Inc.
DECREASED4,2244,988-764-15%$297.8K$253.8K-$44.0K2026-10-14
Signature Estate & Investment Advisors LLC
DECREASED4,1826,940-2,758-40%$414.4K$251.3K-$163.1K2026-10-13
Portside Wealth Group, LLC
DECREASED4,1717,942-3,771-47%$474.2K$250.6K-$223.6K2026-10-20
Fifth Third Bancorp
DECREASED4,14611,345-7,199-63%$677.4K$249.1K-$428.3K2026-11-05
David J Yvars Group
DECREASED4,0674,211-144-3%$251.4K$244.3K-$7.1K2026-10-09
Keystone Wealth Services, LLC
NEW4,055—+4,055——$245.1K—2026-11-03
Traphagen Investment Advisors LLC
NEW4,003—+4,003——$240.5K—2026-10-14
Flagship Harbor Advisors, LLC
DECREASED3,9964,116-120-3%$245.7K$240.1K-$5.7K2026-10-26
Tcfg Investment Advisors, LLC
DECREASED3,9734,300-327-8%$256.8K$238.7K-$18.0K2026-10-20
E&G Advisors, LLC
NEW3,960—+3,960——$237.9K—2026-10-13
Oregon Pacific Wealth Management, LLC
DECREASED3,8704,241-371-9%$253.2K$232.5K-$20.7K2026-10-20
International Assets Investment Management, LLC
DECREASED3,8194,065-246-6%$248.8K$229.7K-$19.1K2026-11-02
Private Client Services, LLC
NEW3,804—+3,804——$228.6K—2026-10-02
Forthright Family Wealth Advisory LLC
DECREASED3,7825,051-1,269-25%$301.6K$227.2K-$74.4K2026-11-03
Davenport & Co LLC
DECREASED3,7083,858-150-4%$230.4K$222.8K-$7.6K2026-10-14
Winthrop Advisory Group LLC
NEW3,707—+3,707——$222.7K—2026-10-22
Partners Wealth Management, LLC
NEW3,643—+3,643——$218.9K—2026-10-28
Forvis Mazars Wealth Advisors, LLC
NEW3,624—+3,624——$217.7K—2026-10-13
Family Office Research LLC
INCREASED3,5783,575+3+0%$213.5K$215.0K+$1.6K2026-10-14
Advisor OS, LLC
DECREASED3,5134,305-792-18%$257.1K$211.1K-$46.0K2026-11-03
Allworth Financial LP
INCREASED3,4463,369+77+2%$201.2K$205.8K+$4.6K2026-11-06
Migdal Insurance & Financial Holdings Ltd.
UNCHANGED3,2493,24900%$191.2K$196.2K+$5.1K2026-11-09
Lanark Financial, Inc.
INCREASED3,0182,780+238+9%$166.0K$181.3K+$15.3K2026-10-26
Simplex Trading, LLC
INCREASED2,5911,388+1,203+87%$82.9K$155.7K+$72.8K2026-11-04
Advocate Investing Services LLC
UNCHANGED2,5002,50000%$149.3K$150.2K+$9252026-10-26
Larson Financial Group LLC
UNCHANGED2,2632,26300%$135.1K$136.0K+$8372026-11-05
Blue Trust, Inc.
INCREASED2,1521,553+599+39%$92.7K$129.3K+$36.6K2026-10-15
Spire Wealth Management
DECREASED1,9592,022-63-3%$120.7K$117.7K-$3.0K2026-10-30
Elevation Wealth Partners, LLC
INCREASED1,9041,898+6+0%$113.3K$114.4K+$1.0K2026-10-07
Retirement Wealth Solutions LLC
NEW1,903—+1,903——$114.3K—2026-10-07
Assetmark, Inc
DECREASED1,72773,716-71,989-98%$4.4M$103.8K-$4.3M2026-10-21
Main Street Group, LTD
UNCHANGED1,5421,54200%$92.1K$92.6K+$5702026-10-28
Kingdom Financial Group Llc.
DECREASED1,3841,999-615-31%$119.4K$83.2K-$36.2K2026-11-04
Markowski Investments
DECREASED1,2301,289-59-5%$76.9K$73.9K-$3.1K2026-10-30
Rossby Financial, LCC
INCREASED1,20926+1,183+4550%$1.6K$72.7K+$71.1K2026-11-05
Strive Financial Group,LLC
INCREASED1,20313+1,190+9154%$776$72.3K+$71.5K2026-11-09
Wilmington Savings Fund Society, FSB
UNCHANGED1,2001,20000%$71.7K$72.1K+$4442026-10-23
Foresight Capital Management Advisors, Inc.
NEW1,187—+1,187——$71.3K—2026-10-27
Marshall & Sterling Wealth Advisors Inc.
DECREASED1,1614,624-3,463-75%$276.1K$69.8K-$206.3K2026-10-28
Ascentis Independent Advisors
INCREASED1,059108+951+881%$6.4K$63.6K+$57.2K2026-11-03
Heritage Family Offices, LLP
NEW1,023—+1,023——$61.5K—2026-11-02
POM Investment Strategies, LLC
UNCHANGED93393300%$55.7K$56.1K+$3462026-10-20
EverSource Wealth Advisors, LLC
INCREASED907602+305+51%$35.9K$54.5K+$18.5K2026-11-04
Investors Research Corp
DECREASED8371,037-200-19%$61.9K$50.3K-$11.6K2026-10-07
North Star Investment Management Corp.
UNCHANGED80080000%$47.8K$48.1K+$2962026-10-27
Concord Wealth Partners
INCREASED748278+470+169%$16.6K$45.0K+$28.4K2026-11-02
Montgomery Financial Services LLC
INCREASED743315+428+136%$18.8K$44.6K+$25.8K2026-11-03
Evolution Wealth Management Inc.
DECREASED691793-102-13%$47.4K$41.5K-$5.8K2026-10-28
First Premier Bank
UNCHANGED65065000%$39$39.0K+$39.0K2026-10-13
UMB Private Wealth Management, LLC
NEW645—+645——$38.8K—2026-10-19
Blue Bell Private Wealth Management, LLC
NEW641—+641——$38.5K—2026-10-29
Adirondack Trust Co
DECREASED634719-85-12%$42.9K$38.1K-$4.8K2026-10-14
Triumph Capital Management
INCREASED552551+1+0%$32.9K$33.1K+$2222026-10-14
Manchester Capital Management LLC
DECREASED5313,978-3,447-87%$237.5K$32.3K-$205.2K2026-10-22
GK Wealth Management LLC
NEW525—+525——$31.5K—2026-10-09
Quest 10 Wealth Builders, Inc.
DECREASED521816-295-36%$48.7K$31.3K-$17.4K2026-11-02
Raleigh Capital Management Inc.
INCREASED489241+248+103%$14.4K$29.4K+$15.0K2026-10-28
Capital Advisors, Ltd. LLC
INCREASED43679+357+452%$5$26.0K+$26.0K2026-10-27
Pacifica Partners Inc.
UNCHANGED36036000%$23.0K$21.6K-$1.4K2026-10-09
Coston, McIsaac & Partners
UNCHANGED31231200%$18$18.7K+$18.7K2026-11-06
Hantz Financial Services, Inc.
INCREASED289232+57+25%$14$17+$32026-11-09
Hilton Head Capital Partners, LLC
INCREASED272271+1+0%$16.2K$16.3K+$1472026-10-23
Glass Jacobson Investment Advisors llc
NEW264—+264——$15.9K—2026-10-26
Allspring Global Investments Holdings, LLC
INCREASED24542+203+483%$2.7K$14.8K+$12.1K2026-11-04
Team Financial Group, LLC
NEW229—+229——$13.8K—2026-10-30
Financial Network Wealth Advisors LLC
UNCHANGED22322300%$13.3K$13.4K+$842026-10-28
Torren Management, LLC
NEW175—+175——$10.5K—2026-10-29
Nemes Rush Group LLC
UNCHANGED16316300%$9.7K$9.8K+$602026-11-04
Rakuten Securities, Inc.
INCREASED15689+67+75%$5.3K$9.4K+$4.1K2026-11-02
Bessemer Group Inc
DECREASED135235-100-43%$14.0K$8-$14.0K2026-11-09
NBH Bank
UNCHANGED11611600%$6.9K$7.0K+$432026-11-05
Financially Speaking Inc
DECREASED112487-375-77%$34.5K$6.7K-$27.8K2026-11-05
Root Financial Partners, LLC
NEW100—+100——$6.0K—2026-10-21
American Capital Advisory, LLC
UNCHANGED10010000%$6.0K$6.0K+$372026-10-28
Evermay Wealth Management LLC
UNCHANGED10010000%$6.0K$6.0K+$182026-11-05
Financial Consulate, Inc
UNCHANGED10010000%$6.0K$6.0K+$372026-10-23
Godfrey Financial Associates, Inc.
NEW93—+93——$5.6K—2026-11-10
Abound Wealth Management
UNCHANGED909000%$5.4K$5.4K+$342026-10-26
Networth Advisors, LLC
DECREASED82108-26-24%$6.5K$5.0K-$1.5K2026-11-03
Financial Freedom, LLC
NEW80—+80——$4.8K—2026-11-06
SJS Investment Consulting Inc.
DECREASED7682-6-7%$4.9K$4.6K-$3162026-10-26
Central Trust Co
DECREASED65352-287-82%$21.0K$3.9K-$17.1K2026-11-05
Buck Wealth Strategies, LLC
UNCHANGED626200%$3.7K$3.7K+$342026-10-28
Oakworth Capital, Inc.
UNCHANGED525200%$3.2K$3.1K-$582026-10-26
Mosley Wealth Management
NEW50—+50——$3.0K—2026-10-16
Silver Grove Financial Group, Inc.
INCREASED3610+26+260%$597$2.2K+$1.6K2026-11-05
Hughes Financial Services, LLC
UNCHANGED353500%$2.1K$2.3K+$1852026-10-30
Next Level Wealth Planning, LLC
NEW34—+34——$2.0K—2026-10-29
Capital Investment Advisory Services, LLC
INCREASED3325+8+32%$1.5K$2.0K+$4872026-10-30
Pinnacle Bancorp, Inc.
UNCHANGED292900%$1.7K$1.7K+$102026-10-21
First Community Trust NA
UNCHANGED292900%$1.7K$1.7K+$102026-10-07
Trust Co of Vermont
UNCHANGED282800%$1.7K$1.7K+$102026-10-21
Darwin Wealth Management, LLC
UNCHANGED282800%$1.7K$1.7K+$162026-11-09
Archer Investment Corp
NEW24—+24——$1.4K—2026-11-05
Guardian Partners Inc.
NEW23—+23——$1.4K—2026-10-21
Creative Capital Management Investments LLC
NEW21—+21——$1.3K—2026-10-28
Parkside Financial Bank & Trust
UNCHANGED202000%$1.2K$1.2K+$72026-10-27
IFS Advisors, LLC
NEW15—+15——$901—2026-10-14
Jacobi Capital Management LLC
NEW15—+15——$901—2026-11-05
NBT Bank, N.A.
UNCHANGED151500%$896$901+$52026-10-21
Clayton Financial Group LLC
NEW10—+10——$601—2026-10-13
CX Institutional
DECREASED10480-470-98%$29$1-$282026-10-02
Pinnacle Wealth Planning Services, Inc.
UNCHANGED101000%$597$601+$42026-10-27
Gilpin Wealth Management, LLC
UNCHANGED5500%$299$301+$22026-10-09
Salomon & Ludwin, LLC
UNCHANGED4400%$245$240-$52026-10-29
Gold Investment Management Ltd.
UNCHANGED4400%$239$240+$12026-10-19
Citigroup Inc
DECREASED36,728-6,725-100%$401.7K$180-$401.5K2026-11-04
Confluence Investment Management LLC
CLOSED0262,921-262,921-100%$15.7M$0-$15.7M2026-10-01
Marks Group Wealth Management, Inc
CLOSED0187,085-187,085-100%$11.2M$0-$11.2M2026-11-05
Scarborough Advisors, LLC
CLOSED0172,055-172,055-100%$11.0M$0-$11.0M2026-10-16
One Advisory Partners, LLC
CLOSED0111,594-111,594-100%$6.7M$0-$6.7M2026-10-22
Milestone Asset Management, LLC
CLOSED045,868-45,868-100%$2.7M$0-$2.7M2026-10-15
Inscription Capital, LLC
CLOSED035,338-35,338-100%$2.1M$0-$2.1M2026-11-02
WT Wealth Management
CLOSED035,235-35,235-100%$2.1M$0-$2.1M2026-10-13
Perennial Advisors, LLC
CLOSED024,295-24,295-100%$1.5M$0-$1.5M2026-10-13
Verus Capital Partners, LLC
CLOSED021,384-21,384-100%$1.3M$0-$1.3M2026-11-03
Curran Financial Partners, LLC
CLOSED020,970-20,970-100%$1.3M$0-$1.3M2026-11-04
C2c Wealth Management, LLC
CLOSED019,000-19,000-100%$362.0K$0-$362.0K2026-10-20
First Heartland Consultants, Inc.
CLOSED018,923-18,923-100%$1.1M$0-$1.1M2026-10-08
Visionary Wealth Advisors
CLOSED016,918-16,918-100%$1.0M$0-$1.0M2026-11-04
Y-Intercept (Hong Kong) Ltd
CLOSED012,709-12,709-100%$758.9K$0-$758.9K2026-10-16
RFG Advisory, LLC
CLOSED012,405-12,405-100%$740.7K$0-$740.7K2026-11-03
Sanchez Gaunt Capital Management, LLC
CLOSED012,093-12,093-100%$722.1K$0-$722.1K2026-11-03
Lantern Wealth Advisors, LLC
CLOSED08,665-8,665-100%$517.4K$0-$517.4K2026-10-22
Jefferies Financial Group Inc.
CLOSED08,198-8,198-100%$489.5K$0-$489.5K2026-11-05
Confluence Wealth Services, Inc.
CLOSED05,516-5,516-100%$329.4K$0-$329.4K2026-11-05
Capital CS Group, LLC
CLOSED05,179-5,179-100%$309.2K$0-$309.2K2026-10-29
Obermeyer Wealth Partners
CLOSED05,057-5,057-100%$302.0K$0-$302.0K2026-10-21
BAM Wealth Management, LLC
CLOSED04,711-4,711-100%$281.3K$0-$281.3K2026-10-15
Retirement Planning Group, LLC
CLOSED04,032-4,032-100%$240.8K$0-$240.8K2026-10-19
Centurion Wealth Management LLC
CLOSED04,022-4,022-100%$240.2K$0-$240.2K2026-10-13
Daviman Financial, LLC
CLOSED03,745-3,745-100%$223.6K$0-$223.6K2026-11-06
OpenArc Corporate Advisory, LLC
CLOSED03,542-3,542-100%$211.5K$0-$211.5K2026-10-21
Almanack Investment Partners, Llc.
CLOSED03,510-3,510-100%$209.6K$0-$209.6K2026-11-03
Florida Financial Advisors, LLC
CLOSED03,426-3,426-100%$204.6K$0-$204.6K2026-11-09
Relyea Zuckerberg Hanson LLC
CLOSED03,372-3,372-100%$201.3K$0-$201.3K2026-10-20
Tsfg, LLC
CLOSED02,832-2,832-100%$169.0K$0-$169.0K2026-10-23
AdvisorNet Financial, Inc
CLOSED01,346-1,346-100%$80.4K$0-$80.4K2026-10-15
Toth Financial Advisory Corp
CLOSED01,000-1,000-100%$59.7K$0-$59.7K2026-10-08
First Command Advisory Services, Inc.
CLOSED0539-539-100%$32.2K$0-$32.2K2026-11-05
Pittenger & Anderson Inc
CLOSED0123-123-100%$7.3K$0-$7.3K2026-11-02
LifeSteps Financial, Inc.
CLOSED0112-112-100%$6.7K$0-$6.7K2026-10-15
Vision Financial Markets LLC
CLOSED051-51-100%$3.1K$0-$3.1K2026-10-22
Cornerstone Planning Group LLC
CLOSED050-50-100%$3.0K$0-$3.0K2026-10-16
Founders Capital Management
CLOSED029-29-100%$1.7K$0-$1.7K2026-10-13
Roble, Belko & Company, Inc
CLOSED029-29-100%$2$0-$22026-11-09
Reap Financial Group, LLC
CLOSED025-25-100%$1.5K$0-$1.5K2026-11-02
Robinswood Financial LLC
CLOSED011-11-100%$656$0-$6562026-10-20
Wells Financial Advisors Inc
CLOSED07-7-100%$419$0-$4192026-11-02
Russell Investments Group, Ltd.
UNCHANGED000—$0$0$02026-11-06
Bank of America Corp
N/A—10,128,782-10,128,782-100%$604.8M———
JPMorgan Chase & Co
N/A—4,389,422-4,389,422-100%$257.7M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—3,897,587-3,897,587-100%$231.4M———
Morgan Stanley
N/A—3,635,394-3,635,394-100%$217.1M———
Envestnet Asset Management Inc
N/A—1,362,699-1,362,699-100%$81.4M———
Raymond James Financial Inc
N/A—1,244,427-1,244,427-100%$74.3M———
OneDigital Investment Advisors LLC
N/A—1,230,452-1,230,452-100%$73.5M———
Osaic Holdings, Inc.
N/A—997,148-997,148-100%$59.5M———
Stifel Financial Corp
N/A—973,435-973,435-100%$58.1M———
Northwestern Mutual Wealth Management Co
N/A—948,362-948,362-100%$56.6M———
Sanctuary Advisors, LLC
N/A—892,482-892,482-100%$53.3M———
Jane Street Group, LLC
N/A—763,024-763,024-100%$45.6M———
UBS Group AG
N/A—727,323-727,323-100%$43.4M———
Royal Bank of Canada
N/A—699,345-699,345-100%$41.8M———
NewEdge Advisors, LLC
N/A—675,460-675,460-100%$40.3M———
Cetera Investment Advisers
N/A—624,679-624,679-100%$37.3M———
Arax Advisory Partners
N/A—622,078-622,078-100%$37.1M———
Advocacy Wealth Management, LLC
N/A—587,492-587,492-100%$35.1M———
Benjamin Edwards Inc
N/A—553,219-553,219-100%$33.0M———
AE Wealth Management LLC
N/A—413,512-413,512-100%$24.7M———
Cerity Partners LLC
N/A—389,073-389,073-100%$23.2M———
CreativeOne Wealth, LLC
N/A—365,846-365,846-100%$21.8M———
Integrated Wealth Concepts LLC
N/A—364,559-364,559-100%$21.8M———
MML Investors Services, LLC
N/A—281,535-281,535-100%$16.8M———
Susquehanna International Group, LLP
N/A—214,462-214,462-100%$12.8M———
Schroder Investment Management Group
N/A—213,508-213,508-100%$12.5M———
Rockefeller Capital Management L.P.
N/A—198,994-198,994-100%$11.9M———
Vestmark Advisory Solutions, Inc.
N/A—197,160-197,160-100%$11.8M———
Stratos Wealth Partners, Ltd.
N/A—184,568-184,568-100%$11.0M———
Goldman Sachs Group Inc
N/A—180,254-180,254-100%$10.8M———
EWA, LLC
N/A—170,302-170,302-100%$10.2M———
Stonebrook Private Inc.
N/A—153,572-153,572-100%$9.2M———
D. E. Shaw & Co., Inc.
N/A—149,904-149,904-100%$9.0M———
Keystone Financial Group
N/A—139,364-139,364-100%$8.3M———
Jones Financial Companies Lllp
N/A—137,010-137,010-100%$8.0M———
Savvy Advisors, Inc.
N/A—129,990-129,990-100%$7.8M———
Beck Capital Management, LLC
N/A—129,675-129,675-100%$7.7M———
MA Private Wealth
N/A—125,366-125,366-100%$7.5M———
One Wealth Advisors, LLC
N/A—122,090-122,090-100%$7.3M———
National Bank of Canada
N/A—121,707-121,707-100%$7.3M———
Steward Partners Investment Advisory, LLC
N/A—110,759-110,759-100%$6.6M———
Stokes Family Office, LLC
N/A—110,071-110,071-100%$6.6M———
Private Advisor Group, LLC
N/A—107,740-107,740-100%$6.4M———
Mariner, LLC
N/A—104,030-104,030-100%$6.2M———
CIBC World Market Inc.
N/A—99,296-99,296-100%$5.9M———
Ancora Advisors LLCA
N/A—98,779-98,779-100%$5.9M———
Perennial Investment Advisors, LLC
N/A—98,691-98,691-100%$5.9M———
Frisch Financial Group, Inc.
N/A—95,909-95,909-100%$5.7M———
Synergy Investment Management, LLC
N/A—92,936-92,936-100%$5.5M———
Millington Financial Advisors, LLC
N/A—92,445-92,445-100%$5.6M———
JT Stratford LLC
N/A—90,833-90,833-100%$5.4M———
Ameritas Advisory Services, LLC
N/A—89,824-89,824-100%$5.4M———
Vertex Planning Partners, LLC
N/A—87,750-87,750-100%$5.2M———
Steelhead Wealth Management LLC
N/A—85,382-85,382-100%$5.1M———
Strategies Wealth Advisors, LLC
N/A—81,899-81,899-100%$4.9M———
Principal Securities, Inc.
N/A—81,834-81,834-100%$4.9M———
Citadel Advisors LLC
N/A—76,567-76,567-100%$4.6M———
Waverly Advisors, LLC
N/A—75,519-75,519-100%$4.5M———
Mcmorgan & Co LLC
N/A—74,179-74,179-100%$4.4M———
SEI Investments Co
N/A—71,610-71,610-100%$4.3M———
Old Mission Capital LLC
N/A—69,334-69,334-100%$4.1M———
&partners
N/A—68,100-68,100-100%$4.1M———
EP Wealth Advisors, LLC
N/A—67,972-67,972-100%$4.1M———
M1 Capital Management LLC
N/A—65,360-65,360-100%$3.9M———
GTS Securities LLC
N/A—62,946-62,946-100%$3.8M———
Summit Financial, LLC
N/A—60,537-60,537-100%$3.6M———
BlueCrest Capital Management Ltd
N/A—60,000-60,000-100%$3.6M———
Wealth Alliance, LLC
N/A—59,521-59,521-100%$3.6M———
Federation des caisses Desjardins du Quebec
N/A—56,783-56,783-100%$3.4M———
Dynasty Wealth Management, LLC
N/A—56,725-56,725-100%$3.4M———
Fortis Advisors, LLC
N/A—54,883-54,883-100%$3.3M———
Equitable Holdings, Inc.
N/A—53,909-53,909-100%$3.2M———
Gotham Asset Management, LLC
N/A—52,722-52,722-100%$3.1M———
Mayflower Financial Advisors, LLC
N/A—52,688-52,688-100%$3.1M———
Daybright Advisory Services, Inc.
N/A—51,433-51,433-100%$3.3M———
Mutual Advisors, LLC
N/A—47,587-47,587-100%$2.8M———
Kingsview Wealth Management, LLC
N/A—46,753-46,753-100%$2.8M———
Brown Advisory Inc
N/A—43,675-43,675-100%$2.6M———
Qube Research & Technologies Ltd
N/A—43,037-43,037-100%$2.6M———
Loomis Sayles & Co L P
N/A—42,502-42,502-100%$2.5M———
Curtis Wealth Management LLC
N/A—41,784-41,784-100%$2.5M———
Ameriprise Financial Inc
N/A—41,671-41,671-100%$2.5M———
Tradition Wealth Management, LLC
N/A—41,598-41,598-100%$2.5M———
Financial Engines Advisors L.L.C.
N/A—41,598-41,598-100%$2.5M———
Menora Mivtachim Holdings Ltd.
N/A—39,050-39,050-100%$2.3M———
Van Hulzen Asset Management, LLC
N/A—36,957-36,957-100%$2.2M———
Kirtland Hills Capital Management, LLC
N/A—36,656-36,656-100%$2.2M———
Maridea Wealth Management LLC
N/A—36,448-36,448-100%$2.2M———
Tyche Wealth Partners LLC
N/A—36,133-36,133-100%$2.2M———
Forefront Wealth Partners, LLC
N/A—35,209-35,209-100%$2.1M———
Smith, Moore & Co.
N/A—34,930-34,930-100%$2.1M———
AssuredPartners Investment Advisors, LLC
N/A—34,560-34,560-100%$2.1M———
World Investment Advisors
N/A—34,494-34,494-100%$2.4M———
Hopwood Nicholas Hunter
N/A—33,339-33,339-100%$2.0M———
Black Swift Group, LLC
N/A—32,780-32,780-100%$2.0M———
ArborFi Advisors, LLC
N/A—32,270-32,270-100%$1.9M———
Chatterton & Associates Inc.
N/A—32,011-32,011-100%$2.0M———
Edmond de Rothschild Holding S.A.
N/A—30,559-30,559-100%$1.8M———
Beacon Pointe Advisors, LLC
N/A—30,383-30,383-100%$1.8M———
IHT Wealth Management, LLC
N/A—30,071-30,071-100%$1.8M———
Financial Sense Advisors, Inc.
N/A—29,378-29,378-100%$1.8M———
Owen LaRue, LLC
N/A—29,210-29,210-100%$1.7M———
Redwood Investment Management, LLC
N/A—28,516-28,516-100%$1.7M———
Mercer Global Advisors Inc
N/A—28,515-28,515-100%$1.7M———
Janney Montgomery Scott LLC
N/A—26,160-26,160-100%$1.6M———
Panoramic Investment Advisors, LLC
N/A—24,792-24,792-100%$1.5M———
Ausdal Financial Partners, Inc.
N/A—24,349-24,349-100%$1.5M———
Bull Harbor Capital LLC
N/A—24,055-24,055-100%$1.4M———
WealthTrak Capital Management LLC
N/A—22,441-22,441-100%$1.3M———
KMT Wealth Management, LLC
N/A—20,100-20,100-100%$1.2M———
Advyzon Investment Management, LLC
N/A—19,706-19,706-100%$1.2M———
5T Wealth, LLC
N/A—19,360-19,360-100%$1.2M———
Vantage Point Financial LLC
N/A—19,326-19,326-100%$1.2M———
DV Equities, LLC
N/A—18,776-18,776-100%$1.1M———
MAI Capital Management
N/A—18,578-18,578-100%$1.1M———
HSBC Holdings PLC
N/A—18,362-18,362-100%$1.1M———
Cresset Asset Management, LLC
N/A—17,486-17,486-100%$1.0M———
Arrowroot Family Office, LLC
N/A—17,058-17,058-100%$1.0M———
BlackRock, Inc.
N/A—15,268-15,268-100%$911.7K———
Centaurus Financial, Inc.
N/A—15,132-15,132-100%$904.0K———
Point72 Asset Management, L.P.
N/A—15,000-15,000-100%$895.7K———
Cascade Financial Partners, LLC
N/A—14,845-14,845-100%$886.4K———
Wells Fargo & Company
N/A—14,549-14,549-100%$868.7K———
Quantinno Capital Management LP
N/A—14,143-14,143-100%$844.5K———
Bravias Capital Group, LLC
N/A—13,562-13,562-100%$809.8K———
Advisory Services Network, LLC
N/A—13,308-13,308-100%$794.6K———
OneAscent Financial Services LLC
N/A—12,997-12,997-100%$776.1K———
SHP Wealth Management
N/A—12,611-12,611-100%$753.0K———
Magnolia Private Wealth, LLC
N/A—12,547-12,547-100%$749.2K———
Global Retirement Partners, LLC
N/A—12,295-12,295-100%$734.2K———
Alteri Wealth LLC
N/A—12,291-12,291-100%$733.9K———
Brookwood Investment Group LLC
N/A—12,225-12,225-100%$730.0K———
WCG Wealth Advisors LLC
N/A—11,911-11,911-100%$711.2K———
Scotia Capital Inc.
N/A—11,730-11,730-100%$700.4K———
United Capital Financial Advisors, LLC
N/A—11,449-11,449-100%$684.2K———
Natixis Advisors, LLC
N/A—11,221-11,221-100%$670.0K———
Tudor Investment Corp ET AL
N/A—10,762-10,762-100%$642.6K———
Ethos Financial Group, LLC
N/A—9,674-9,674-100%$600.1K———
Stephens Inc
N/A—9,671-9,671-100%$577.5K———
CIBC Bancorp USA Inc.
N/A—9,545-9,545-100%$569.9K———
Focus Partners Advisor Solutions, LLC
N/A—9,368-9,368-100%$559.4K———
Sequoia Financial Advisors, LLC
N/A—9,039-9,039-100%$539.7K———
Betterment LLC
N/A—8,926-8,926-100%$533.0K———
Mosaic Family Wealth Partners, LLC
N/A—8,652-8,652-100%$516.6K———
Regal Investment Advisors LLC
N/A—8,639-8,639-100%$515.8K———
Focus Partners Wealth
N/A—8,486-8,486-100%$506.7K———
Envestnet Portfolio Solutions, Inc.
N/A—8,243-8,243-100%$492.2K———
Tranquilli Financial Advisor LLC
N/A—8,116-8,116-100%$484.6K———
Quantum Portfolio Management LLC
N/A—8,082-8,082-100%$482.6K———
Laidlaw Wealth Management LLC
N/A—7,795-7,795-100%$465.4K———
Range Advisory, LLC
N/A—7,216-7,216-100%$430.8K———
Imprint Wealth LLC
N/A—7,176-7,176-100%$428.5K———
Main Street Financial Solutions, LLC
N/A—7,139-7,139-100%$426.3K———
Sonoma Allocations LLC
N/A—7,097-7,097-100%$437.7K———
GeoWealth Management, LLC
N/A—6,901-6,901-100%$412.1K———
Intrepid Financial Planning Group LLC
N/A—6,621-6,621-100%$395.3K———
Insigneo Advisory Services, LLC
N/A—6,600-6,600-100%$394.1K———
Tidal Investments LLC
N/A—6,559-6,559-100%$391.6K———
Millennium Management LLC
N/A—6,398-6,398-100%$382.0K———
Northern Trust Corp
N/A—6,312-6,312-100%$376.9K———
Transcend Capital Advisors, LLC
N/A—6,172-6,172-100%$368.5K———
Smartleaf Asset Management LLC
N/A—6,046-6,046-100%$354.9K———
Fox Hill Wealth Management
N/A—5,889-5,889-100%$351.7K———
L & S Advisors Inc
N/A—5,886-5,886-100%$351.5K———
Resurgent Financial Advisors LLC
N/A—5,881-5,881-100%$351.2K———
Index Technologies Group LLC
N/A—5,842-5,842-100%$348.8K———
CFO4Life Group, LLC
N/A—5,835-5,835-100%$348.4K———
Pinnacle Financial Partners, Inc.
N/A—5,699-5,699-100%$340.3K———
Maripau Wealth Management LLC
N/A—5,653-5,653-100%$337.6K———
Pathstone Holdings, LLC
N/A—5,377-5,377-100%$321.1K———
FMR LLC
N/A—5,244-5,244-100%$313.1K———
Astoria Portfolio Advisors Llc.
N/A—5,233-5,233-100%$312.5K———
Curi Capital, LLC
N/A—5,224-5,224-100%$312.9K———
XTX Topco Ltd
N/A—5,074-5,074-100%$303.0K———
Aptus Capital Advisors, LLC
N/A—5,034-5,034-100%$300.6K———
Captrust Financial Advisors
N/A—4,918-4,918-100%$293.6K———
Simmons Bank
N/A—4,781-4,781-100%$285.5K———
Integrated Investment Consultants, LLC
N/A—4,529-4,529-100%$270.4K———
Arkadios Wealth Advisors
N/A—4,475-4,475-100%$267.2K———
O'shaughnessy Asset Management, LLC
N/A—4,279-4,279-100%$255.5K———
Foundations Investment Advisors, LLC
N/A—4,160-4,160-100%$248.4K———
PFG Investments, LLC
N/A—4,131-4,131-100%$246.7K———
Crux Wealth Advisors
N/A—4,035-4,035-100%$241.0K———
Lbmc Investment Advisors, LLC
N/A—4,008-4,008-100%$239.3K———
PeakShares LLC
N/A—3,973-3,973-100%$237.2K———
Snowden Capital Advisors LLC
N/A—3,973-3,973-100%$237.3K———
Inspire Advisors, LLC
N/A—3,958-3,958-100%$236.3K———
Jaffetilchin Investment Partners, LLC
N/A—3,884-3,884-100%$231.9K———
Crewe Advisors LLC
N/A—3,795-3,795-100%$226.6K———
Sound View Wealth Advisors Group, LLC
N/A—3,662-3,662-100%$218.7K———
Orion Porfolio Solutions, LLC
N/A—3,659-3,659-100%$218.5K———
Wealthspire Advisors, LLC
N/A—3,657-3,657-100%$218.4K———
Pinnacle Family Advisors, LLC
N/A—3,547-3,547-100%$211.8K———
Cary Street Partners Financial LLC
N/A—3,450-3,450-100%$206.0K———
FLP Wealth Management, LLC
N/A—3,356-3,356-100%$200.4K———
Copia Wealth Management
N/A—3,348-3,348-100%$199.9K———
Banque Cantonale Vaudoise
N/A—2,652-2,652-100%$158.0K———
Mcguire Capital Advisors Inc
N/A—1,856-1,856-100%$110.8K———
Anchor Bay Capital, Inc.
N/A—1,825-1,825-100%$127.5K———
Whittier Trust Co of Nevada Inc
N/A—1,803-1,803-100%$115.0K———
XP Advisory US, Inc.
N/A—1,555-1,555-100%$92.8K———
Group One Trading LLC
N/A—1,375-1,375-100%$82.1K———
Keating Financial Advisory Services, Inc.
N/A—1,172-1,172-100%$70.0K———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—1,169-1,169-100%$69.9K———
Fiduciary Financial Advisors
N/A—1,091-1,091-100%$65.1K———
Brown Brothers Harriman & Co
N/A—1,007-1,007-100%$60.1K———
Benson Wealth Management Inc
N/A—973-973-100%$58.1K———
Capital Analysts, LLC
N/A—848-848-100%$51.0K———
LRI Investments, LLC
N/A—750-750-100%$44.8K———
Premier Financial Group
N/A—570-570-100%$34.0K———
Cary Street Partners Investment Advisory LLC
N/A—524-524-100%$31.3K———
Forum Finance Group S.A.
N/A—510-510-100%$25———
Mpwm Advisory Solutions, LLC
N/A—451-451-100%$27.0K———
LGT Financial Advisors LLC
N/A—391-391-100%$23.4K———
Financial Life Planners
N/A—370-370-100%$22.1K———
BFC Planning, Inc.
N/A—366-366-100%$21.9K———
Huntington National Bank
N/A—336-336-100%$20.1K———
Sumitomo Mitsui Financial Group, Inc.
N/A—291-291-100%$17.4K———
Allied Private Wealth LLC
N/A—273-273-100%$17.1K———
Dunhill Financial, LLC
N/A—250-250-100%$14.9K———
Founders Financial Alliance, LLC
N/A—200-200-100%$11.9K———
Orion Capital Management LLC
N/A—168-168-100%$10.0K———
UBS Asset Management Americas LLC
N/A—160-160-100%$9.6K———
Strategic Wealth Partners, Ltd.
N/A—156-156-100%$9.3K———
Colonial Trust Advisors
N/A—151-151-100%$9.0K———
Rothschild Investment LLC
N/A—150-150-100%$9.0K———
Bartlett & Co. Wealth Management LLC
N/A—140-140-100%$8.4K———
Operose Advisors LLC
N/A—79-79-100%$4.7K———
Aventura Private Wealth, LLC
N/A—70-70-100%$4.2K———
Bogart Wealth, LLC
N/A—70-70-100%$4.2K———
Ameriflex Group, Inc.
N/A—65-65-100%$3.9K———
Tower Research Capital LLC (TRC)
N/A—60-60-100%$3.6K———
1 North Wealth Services LLC
N/A—45-45-100%$2.7K———
Westend Capital Management, LLC
N/A—34-34-100%$2.0K———
Hollencrest Capital Management
N/A—25-25-100%$1.5K———
Franklin Resources Inc
N/A—24-24-100%$1.4K———
Horizon Investments, LLC
N/A—4-4-100%$239———
ST Germain D J Co Inc
N/A—1-1-100%$59———
Showing 660 of 660 institutions