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Goldman Sachs Access Treasur (GBIL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
ACR Alpine Capital Research, LLC
INCREASED
Shares13,660,162 from 13,511,909
Change+148,253 (+1%)
Value$1.4B (+$14.2M)
Filed 2026-11-02
Oppenheimer Asset Management Inc.
INCREASED
Shares3,080,746 from 2,974,646
Change+106,100 (+4%)
Value$308.4M (+$10.5M)
Filed 2026-10-27
LPL Financial LLC
DECREASED
Shares1,635,808 from 1,698,530
Change-62,722 (-4%)
Value$163.8M (-$6.4M)
Filed 2026-11-06
Pathway Financial Advisors LLC
DECREASED
Shares853,862 from 883,009
Change-29,147 (-3%)
Value$85.5M (-$2.7M)
Filed 2026-10-07
Bell Investment Advisors, Inc
INCREASED
Shares661,902 from 641,135
Change+20,767 (+3%)
Value$66.3M (+$2.0M)
Filed 2026-10-29
Hohimer Wealth Management, LLC
DECREASED
Shares588,673 from 592,861
Change-4,188 (-1%)
Value$58.9M (-$449.0K)
Filed 2026-11-04
Redwood Park Advisors LLC
INCREASED
Shares483,293 from 482,845
Change+448 (+0%)
Value$48.4M (+$20.8K)
Filed 2026-11-02
3Edge Asset Management, LP
DECREASED
Shares463,710 from 583,193
Change-119,483 (-20%)
Value$46.4M (-$12.0M)
Filed 2026-10-30
Atria Investments, Inc
INCREASED
Shares453,719 from 452,406
Change+1,313 (+0%)
Value$45.4M (+$108.9K)
Filed 2026-10-15
Chicago Partners Investment Group LLC
DECREASED
Shares251,308 from 290,885
Change-39,577 (-14%)
Value$25.2M (-$3.9M)
Filed 2026-10-27
Archvest Wealth Advisors, Inc.
INCREASED
Shares249,115 from 4,919
Change+244,196 (+4964%)
Value$24.9M (+$24.4M)
Filed 2026-10-29
Castle Rock Wealth Management, LLC
INCREASED
Shares205,469 from 75,029
Change+130,440 (+174%)
Value$20.5M (+$13.0M)
Filed 2026-10-09
Commonwealth Equity Services, LLC
DECREASED
Shares200,737 from 225,662
Change-24,925 (-11%)
Value$20.1M (-$2.5M)
Filed 2026-11-02
Robertson Stephens Wealth Management, LLC
INCREASED
Shares200,447 from 144,376
Change+56,071 (+39%)
Value$20.1M (+$5.6M)
Filed 2026-10-16
Financial & Tax Architects, LLC
INCREASED
Shares189,309 from 143,348
Change+45,961 (+32%)
Value$19.0M (+$4.6M)
Filed 2026-10-15
Sage Rhino Capital LLC
INCREASED
Shares187,985 from 186,254
Change+1,731 (+1%)
Value$18.8M (+$164.0K)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares169,579 from 171,413
Change-1,834 (-1%)
Value$16.9M (-$195.3K)
Filed 2026-10-13
Verus Capital Partners, LLC
INCREASED
Shares166,849 from 137,866
Change+28,983 (+21%)
Value$16.7M (+$2.9M)
Filed 2026-11-03
Level Four Advisory Services, LLC
DECREASED
Shares165,016 from 165,571
Change-555 (0%)
Value$16.5M (-$63.9K)
Filed 2026-11-06
Cooper Financial Group
NEW
Shares151,770
Change+151,770
Value$15.2M
Filed 2026-10-07
MBL Wealth, LLC
INCREASED
Shares143,144 from 126,202
Change+16,942 (+13%)
Value$14.3M (+$1.7M)
Filed 2026-10-22
Altfest L J & Co Inc
DECREASED
Shares141,081 from 218,940
Change-77,859 (-36%)
Value$14.1M (-$7.8M)
Filed 2026-10-27
Redhawk Wealth Advisors, Inc.
INCREASED
Shares140,332 from 29,443
Change+110,889 (+377%)
Value$14.0M (+$11.1M)
Filed 2026-10-14
Winch Advisory Services, LLC
INCREASED
Shares129,897 from 118,391
Change+11,506 (+10%)
Value$13.0M (+$1.1M)
Filed 2026-11-06
Guidance Capital, Inc
DECREASED
Shares117,745 from 118,446
Change-701 (-1%)
Value$11.8M (-$85.4K)
Filed 2026-11-03
Lido Advisors, LLC
INCREASED
Shares107,253 from 31,182
Change+76,071 (+244%)
Value$10.7M (+$7.6M)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares106,977 from 82,385
Change+24,592 (+30%)
Value$10.7M (+$2.5M)
Filed 2026-11-02
Oppenheimer & Co Inc
INCREASED
Shares106,370 from 93,407
Change+12,963 (+14%)
Value$10.6M (+$1.3M)
Filed 2026-10-26
Cannon Capital Management, Inc.
INCREASED
Shares106,081 from 93,258
Change+12,823 (+14%)
Value$10.6M (+$1.3M)
Filed 2026-11-03
Wilkerson Advisory Group LLC
INCREASED
Shares92,710 from 84,811
Change+7,899 (+9%)
Value$9.3M (+$786.5K)
Filed 2026-10-20
MGO One Seven LLC
INCREASED
Shares86,294 from 81,374
Change+4,920 (+6%)
Value$8.6M (+$488.4K)
Filed 2026-10-28
Blue Square Asset Management, LLC
DECREASED
Shares78,602 from 118,191
Change-39,589 (-33%)
Value$7.9M (-$4.0M)
Filed 2026-11-02
Perigon Wealth Management, LLC
INCREASED
Shares74,437 from 74,364
Change+73 (+0%)
Value$7.5M (+$3.6K)
Filed 2026-10-22
B. Riley Wealth Advisors, Inc.
INCREASED
Shares73,906 from 72,223
Change+1,683 (+2%)
Value$7.4M (+$166.4K)
Filed 2026-10-13
Accurate Wealth Management, LLC
DECREASED
Shares65,394 from 67,040
Change-1,646 (-2%)
Value$6.5M (-$165.9K)
Filed 2026-10-20
Baker Ellis Asset Management LLC
DECREASED
Shares59,138 from 83,088
Change-23,950 (-29%)
Value$5.9M (-$2.4M)
Filed 2026-10-14
Atwood & Palmer Inc
INCREASED
Shares51,925 from 38,925
Change+13,000 (+33%)
Value$5.2M (+$1.3M)
Filed 2026-10-08
Private Advisory Group LLC
DECREASED
Shares51,217 from 101,040
Change-49,823 (-49%)
Value$5.1M (-$5.0M)
Filed 2026-11-06
Goldstein Advisors, LLC
DECREASED
Shares50,755 from 57,827
Change-7,072 (-12%)
Value$5.1M (-$710.9K)
Filed 2026-10-15
Prospera Financial Services Inc
INCREASED
Shares48,539 from 14,831
Change+33,708 (+227%)
Value$4.9M (+$3.4M)
Filed 2026-11-04
Harbour Capital Advisors, LLC
INCREASED
Shares46,901 from 35,436
Change+11,465 (+32%)
Value$4.7M (+$1.2M)
Filed 2026-10-13
Blueprint Investment Partners LLC
DECREASED
Shares45,150 from 73,865
Change-28,715 (-39%)
Value$4.5M (-$2.9M)
Filed 2026-10-28
Truist Financial Corp
INCREASED
Shares44,920 from 25,177
Change+19,743 (+78%)
Value$4.5M (+$2.0M)
Filed 2026-10-30
Merit Financial Group, LLC
NEW
Shares44,853
Change+44,853
Value$4.5M
Filed 2026-11-06
Madden Securities Corp
DECREASED
Shares43,529 from 78,368
Change-34,839 (-44%)
Value$4.4M (-$3.5M)
Filed 2026-10-27
Evergreen Capital Management LLC
DECREASED
Shares42,757 from 51,318
Change-8,561 (-17%)
Value$4.3M (-$859.6K)
Filed 2026-10-23
Sloy Dahl & Holst, LLC
DECREASED
Shares40,216 from 41,975
Change-1,759 (-4%)
Value$4.0M (-$178.2K)
Filed 2026-10-14
Farther Finance Advisors, LLC
DECREASED
Shares38,838 from 40,206
Change-1,368 (-3%)
Value$3.9M (-$139.0K)
Filed 2026-10-08
KG Capital Management
DECREASED
Shares38,720 from 52,149
Change-13,429 (-26%)
Value$3.9M (-$1.3M)
Filed 2026-10-15
Tectonic Advisors LLC
DECREASED
Shares38,077 from 44,213
Change-6,136 (-14%)
Value$3.8M (-$616.5K)
Filed 2026-10-22
Sowell Financial Services LLC
DECREASED
Shares37,768 from 38,014
Change-246 (-1%)
Value$3.8M (-$26.5K)
Filed 2026-10-23
Cornerstone Advisors Asset Management, LLC
INCREASED
Shares36,554 from 29,028
Change+7,526 (+26%)
Value$3.7M (+$751.9K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares35,075 from 36,920
Change-1,845 (-5%)
Value$3.5M (-$187.0K)
Filed 2026-11-02
Helium Advisors LLC
DECREASED
Shares33,725 from 37,509
Change-3,784 (-10%)
Value$3.4M (-$380.7K)
Filed 2026-10-23
Allen Capital Group, LLC
DECREASED
Shares33,272 from 33,841
Change-569 (-2%)
Value$3.3M (-$58.7K)
Filed 2026-10-27
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares32,079 from 31,497
Change+582 (+2%)
Value$3.2M (+$56.8K)
Filed 2026-10-29
North Forty Two & Co.
INCREASED
Shares30,678 from 30,365
Change+313 (+1%)
Value$3.1M (+$29.8K)
Filed 2026-10-19
Baldwin Wealth Partners LLC
INCREASED
Shares30,547 from 25,840
Change+4,707 (+18%)
Value$3.1M (+$469.9K)
Filed 2026-10-13
Hunter Associates Investment Management LLC
DECREASED
Shares30,438 from 31,628
Change-1,190 (-4%)
Value$3.0M (-$121.0K)
Filed 2026-10-26
Vicus Capital
INCREASED
Shares29,419 from 27,358
Change+2,061 (+8%)
Value$2.9M (+$204.9K)
Filed 2026-11-05
WT Wealth Management
NEW
Shares27,882
Change+27,882
Value$2.8M
Filed 2026-10-13
Mezzasalma Advisors, LLC
INCREASED
Shares27,323 from 27,243
Change+80 (+0%)
Value$2.7M (+$6.6K)
Filed 2026-10-14
Venture Visionary Partners LLC
DECREASED
Shares27,151 from 27,152
Change-1 (0%)
Value$2.7M (-$1.4K)
Filed 2026-10-07
Blueprint Financial Advisors LLC
INCREASED
Shares26,117 from 25,397
Change+720 (+3%)
Value$2.6M (+$70.8K)
Filed 2026-10-28
Ignite Planners, LLC
INCREASED
Shares25,536 from 15,984
Change+9,552 (+60%)
Value$2.6M (+$968.8K)
Filed 2026-10-14
Kestra Private Wealth Services, LLC
INCREASED
Shares25,246 from 24,813
Change+433 (+2%)
Value$2.5M (+$42.1K)
Filed 2026-11-06
IFP Advisors, Inc
INCREASED
Shares23,660 from 23,338
Change+322 (+1%)
Value$2.4M (+$31.1K)
Filed 2026-10-16
Jacobi Capital Management LLC
INCREASED
Shares23,594 from 20,721
Change+2,873 (+14%)
Value$2.4M (+$286.6K)
Filed 2026-11-05
Salvus Wealth Management, LLC
DECREASED
Shares22,970 from 25,778
Change-2,808 (-11%)
Value$2.3M (-$282.4K)
Filed 2026-10-13
Hidden Cove Wealth Management, LLC
NEW
Shares22,565
Change+22,565
Value$2.3M
Filed 2026-10-19
Successful Portfolios LLC
DECREASED
Shares22,344 from 24,138
Change-1,794 (-7%)
Value$2.2M (-$181.2K)
Filed 2026-10-09
Lifelong Wealth Advisors, Inc.
INCREASED
Shares21,605 from 10,987
Change+10,618 (+97%)
Value$2.2M (+$1.1M)
Filed 2026-10-19
Elevation Point Wealth Partners, LLC
DECREASED
Shares21,231 from 24,666
Change-3,435 (-14%)
Value$2.1M (-$345.1K)
Filed 2026-11-05
Capital Advisors, Ltd. LLC
INCREASED
Shares21,225 from 20,824
Change+401 (+2%)
Value$2.1M (+$2.1M)
Filed 2026-10-27
Hara Capital LLC
DECREASED
Shares21,180 from 21,780
Change-600 (-3%)
Value$2.1M (-$61.2K)
Filed 2026-10-30
Barnes Dennig Private Wealth Management LLC
INCREASED
Shares20,574 from 20,327
Change+247 (+1%)
Value$2.1M (+$23.7K)
Filed 2026-10-30
Orin Green Financial, LLC
UNCHANGED
Shares20,106 from 20,106
Change0 (0%)
Value$2.0M (-$1.0K)
Filed 2026-10-19
Fifth Third Bancorp
INCREASED
Shares19,727 from 19,554
Change+173 (+1%)
Value$2.0M (+$16.3K)
Filed 2026-11-05
BridgePort Financial Solutions, LLC
DECREASED
Shares19,624 from 19,777
Change-153 (-1%)
Value$2.0M (-$16.3K)
Filed 2026-11-02
Pflug Koory, LLC
INCREASED
Shares19,472 from 19,110
Change+362 (+2%)
Value$1.9M (+$35.3K)
Filed 2026-10-26
Arvest Investments, Inc.
INCREASED
Shares19,261 from 18,687
Change+574 (+3%)
Value$1.9M (+$56.6K)
Filed 2026-10-21
Turtle Creek Wealth Advisors, LLC
DECREASED
Shares19,253 from 20,192
Change-939 (-5%)
Value$1.9M (-$95.0K)
Filed 2026-10-15
Independent Financial Group, LLC
INCREASED
Shares18,896 from 18,626
Change+270 (+1%)
Value$1.9M (+$26.1K)
Filed 2026-10-13
Westside Investment Management, Inc.
DECREASED
Shares18,870 from 19,283
Change-413 (-2%)
Value$1.9M (-$42.4K)
Filed 2026-11-02
Quadcap Wealth Management, LLC
DECREASED
Shares17,288 from 22,552
Change-5,264 (-23%)
Value$1.7M (-$528.1K)
Filed 2026-11-02
Beacon Financial Group
DECREASED
Shares16,460 from 23,877
Change-7,417 (-31%)
Value$1.6M (-$743.7K)
Filed 2026-10-19
Guyasuta Investment Advisors Inc
INCREASED
Shares15,860 from 11,857
Change+4,003 (+34%)
Value$1.6M (+$400.1K)
Filed 2026-10-15
Citigroup Inc
INCREASED
Shares15,833 from 8,930
Change+6,903 (+77%)
Value$1.6M (+$690.6K)
Filed 2026-11-04
Valmark Advisers, Inc.
INCREASED
Shares15,784 from 12,437
Change+3,347 (+27%)
Value$1.6M (+$334.4K)
Filed 2026-11-06
Single Point Partners, LLC
INCREASED
Shares15,761 from 7,851
Change+7,910 (+101%)
Value$1.6M (+$791.5K)
Filed 2026-10-19
Highline Wealth Partners LLC
DECREASED
Shares14,310 from 15,065
Change-755 (-5%)
Value$1.4M (-$76.3K)
Filed 2026-10-19
Bourgeon Capital Management LLC
DECREASED
Shares14,308 from 16,213
Change-1,905 (-12%)
Value$1.4M (-$191.5K)
Filed 2026-10-19
Hamilton Capital, LLC
INCREASED
Shares14,103 from 12,482
Change+1,621 (+13%)
Value$1.4M (+$161.7K)
Filed 2026-10-08
Blume Capital Management, Inc.
INCREASED
Shares14,005 from 13,826
Change+179 (+1%)
Value$1.4M (+$17.2K)
Filed 2026-10-26
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares13,922 from 14,053
Change-131 (-1%)
Value$1.4M (-$13.8K)
Filed 2026-10-14
Concurrent Investment Advisors, LLC
DECREASED
Shares13,902 from 13,936
Change-34 (0%)
Value$1.4M (-$4.1K)
Filed 2026-10-16
Integrity Alliance, Llc.
INCREASED
Shares13,705 from 13,404
Change+301 (+2%)
Value$1.4M (+$29.5K)
Filed 2026-10-29
Victory Financial Group, LLC
DECREASED
Shares13,081 from 14,606
Change-1,525 (-10%)
Value$1.3M (-$153.4K)
Filed 2026-10-27
Founders Financial Securities LLC
INCREASED
Shares12,855 from 6,222
Change+6,633 (+107%)
Value$1.3M (+$663.7K)
Filed 2026-10-28
Fermata Advisors, LLC
DECREASED
Shares12,444 from 14,150
Change-1,706 (-12%)
Value$1.2M (-$171.5K)
Filed 2026-10-13
Sugar Maple Asset Management, LLC
DECREASED
Shares12,324 from 12,395
Change-71 (-1%)
Value$1.2M (-$7.7K)
Filed 2026-10-13
Beverly Hills Private Wealth, LLC
DECREASED
Shares11,778 from 18,759
Change-6,981 (-37%)
Value$1.2M (-$699.9K)
Filed 2026-11-04
Wolff Wiese Magana LLC
DECREASED
Shares11,558 from 14,715
Change-3,157 (-21%)
Value$1.2M (-$316.8K)
Filed 2026-10-15
Hardworking Capital Advisors, LLC
DECREASED
Shares11,549 from 12,743
Change-1,194 (-9%)
Value$1.2M (-$120.2K)
Filed 2026-10-20
Inscription Capital, LLC
DECREASED
Shares10,525 from 10,628
Change-103 (-1%)
Value$1.1M (-$10.8K)
Filed 2026-11-02
Mengis Capital Management, Inc.
INCREASED
Shares10,045 from 9,040
Change+1,005 (+11%)
Value$1.0M (+$100.2K)
Filed 2026-10-13
Citizens Financial Group Inc
DECREASED
Shares10,004 from 13,915
Change-3,911 (-28%)
Value$1.0M (-$392.2K)
Filed 2026-10-23
Fourpath Capital Management, LLC
DECREASED
Shares9,797 from 9,955
Change-158 (-2%)
Value$980.8K (-$16.3K)
Filed 2026-10-19
Cairn Investment Group, Inc.
INCREASED
Shares9,570 from 7,920
Change+1,650 (+21%)
Value$958.0K (+$165.0K)
Filed 2026-11-04
Narus Financial Partners, LLC
DECREASED
Shares9,075 from 14,755
Change-5,680 (-38%)
Value$908.5K (-$569.4K)
Filed 2026-10-19
Keystone Wealth Services, LLC
INCREASED
Shares8,822 from 2,094
Change+6,728 (+321%)
Value$882.9K (+$673.2K)
Filed 2026-11-03
Objective Capital Management, LLC
INCREASED
Shares8,428 from 8,423
Change+5 (+0%)
Value$843.7K (+$64)
Filed 2026-10-13
Thryve Wealth Management LLC
DECREASED
Shares8,259 from 8,967
Change-708 (-8%)
Value$826.8K (-$71.3K)
Filed 2026-10-09
Selby Wealth Management, LLC
DECREASED
Shares8,226 from 10,020
Change-1,794 (-18%)
Value$823.5K (-$180.2K)
Filed 2026-10-16
Valeo Financial Advisors, LLC
DECREASED
Shares8,051 from 8,086
Change-35 (0%)
Value$806.0K (-$3.9K)
Filed 2026-10-08
Capital Asset Advisory Services LLC
DECREASED
Shares7,982 from 8,199
Change-217 (-3%)
Value$799.0K (-$22.3K)
Filed 2026-10-30
Burney Co/
UNCHANGED
Shares7,942 from 7,942
Change0 (0%)
Value$795.1K (-$397)
Filed 2026-10-15
Global View Capital Management LLC
DECREASED
Shares7,656 from 13,513
Change-5,857 (-43%)
Value$766.4K (-$587.0K)
Filed 2026-10-28
Occidental Asset Management, LLC
INCREASED
Shares7,326 from 7,302
Change+24 (+0%)
Value$733.4K (+$2.0K)
Filed 2026-11-05
Legacy Wealth Partners, LLC
DECREASED
Shares7,228 from 7,389
Change-161 (-2%)
Value$723.6K (-$16.5K)
Filed 2026-10-15
Activest Wealth Management
DECREASED
Shares7,058 from 8,579
Change-1,521 (-18%)
Value$706.5K (-$152.8K)
Filed 2026-10-15
Valued Retirements, Inc.
DECREASED
Shares7,001 from 20,380
Change-13,379 (-66%)
Value$700.9K (-$1.3M)
Filed 2026-11-06
Chatham Capital Group, Inc.
DECREASED
Shares6,895 from 11,295
Change-4,400 (-39%)
Value$690.3K (-$441.0K)
Filed 2026-10-16
Prosperity Financial Group, Inc.
DECREASED
Shares6,806 from 8,519
Change-1,713 (-20%)
Value$681.3K (-$171.9K)
Filed 2026-10-29
Golden State Wealth Management, LLC
INCREASED
Shares6,663 from 1,104
Change+5,559 (+504%)
Value$667.1K (+$556.5K)
Filed 2026-11-02
Doliver Advisors, LP
INCREASED
Shares6,510 from 6,463
Change+47 (+1%)
Value$651.7K (+$4.4K)
Filed 2026-10-01
Prime Capital Investment Advisors, LLC
INCREASED
Shares6,391 from 5,871
Change+520 (+9%)
Value$639.8K (+$51.8K)
Filed 2026-10-20
Asset One Wealth Management LLC
UNCHANGED
Shares6,275 from 6,275
Change0 (0%)
Value$628.2K (+$627)
Filed 2026-11-02
Main Street Group, LTD
DECREASED
Shares6,008 from 7,151
Change-1,143 (-16%)
Value$601.3K (-$114.8K)
Filed 2026-10-28
Coyle Financial Counsel LLC
UNCHANGED
Shares5,846 from 5,846
Change0 (0%)
Value$585.2K (-$264)
Filed 2026-10-28
Clearwater Capital Advisors, LLC
UNCHANGED
Shares5,793 from 5,793
Change0 (0%)
Value$579.9K (-$289)
Filed 2026-11-06
United Community Bank
DECREASED
Shares5,773 from 8,523
Change-2,750 (-32%)
Value$577.9K (-$275.7K)
Filed 2026-10-28
Nations Financial Group Inc,
DECREASED
Shares5,755 from 6,875
Change-1,120 (-16%)
Value$576.1K (-$112.5K)
Filed 2026-11-05
Investment Partners Asset Management, Inc.
DECREASED
Shares5,629 from 5,779
Change-150 (-3%)
Value$563.5K (-$15.3K)
Filed 2026-10-09
G&S Capital LLC
DECREASED
Shares5,380 from 22,188
Change-16,808 (-76%)
Value$538.6K (-$1.7M)
Filed 2026-10-23
Measured Risk Portfolios, Inc.
DECREASED
Shares5,313 from 5,691
Change-378 (-7%)
Value$531.9K (-$38.1K)
Filed 2026-10-21
Strategic Family Wealth Counselors, L.L.C.
DECREASED
Shares5,301 from 5,467
Change-166 (-3%)
Value$530.7K (-$16.9K)
Filed 2026-10-29
Triumph Capital Management
DECREASED
Shares5,191 from 5,866
Change-675 (-12%)
Value$519.7K (-$67.9K)
Filed 2026-10-14
Kestra Investment Management, LLC
DECREASED
Shares5,002 from 5,003
Change-1 (0%)
Value$500.7K (-$357)
Filed 2026-11-04
Regions Financial Corp
INCREASED
Shares5,001 from 4,199
Change+802 (+19%)
Value$500.7K (+$80.1K)
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$500.6K (-$250)
Filed 2026-11-03
Upper Left Wealth Management, LLC
INCREASED
Shares4,706 from 2,868
Change+1,838 (+64%)
Value$471.1K (+$183.9K)
Filed 2026-10-14
Falcon Wealth Planning
DECREASED
Shares4,699 from 4,772
Change-73 (-2%)
Value$470.5K (-$7.5K)
Filed 2026-11-06
M Holdings Securities, Inc.
NEW
Shares4,687
Change+4,687
Value$469.0K
Filed 2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares4,594 from 6,733
Change-2,139 (-32%)
Value$459.9K (-$214.5K)
Filed 2026-10-14
Creative Planning
INCREASED
Shares4,567 from 4,095
Change+472 (+12%)
Value$457.2K (+$47.1K)
Filed 2026-11-02
StoneX Group Inc.
NEW
Shares4,491
Change+4,491
Value$449.7K
Filed 2026-11-03
Hibernia Wealth Partners, LLC
INCREASED
Shares4,481 from 4,253
Change+228 (+5%)
Value$448.6K (+$22.6K)
Filed 2026-10-29
International Assets Investment Management, LLC
DECREASED
Shares4,474 from 4,905
Change-431 (-9%)
Value$446.6K (-$43.2K)
Filed 2026-11-02
Private Trust Co NA
DECREASED
Shares4,118 from 4,240
Change-122 (-3%)
Value$412.2K (-$12.4K)
Filed 2026-10-20
Compound Planning, Inc.
INCREASED
Shares4,096 from 4,094
Change+2 (+0%)
Value$410.1K (-$4)
Filed 2026-11-05
Columbia Advisory Partners LLC
INCREASED
Shares4,080 from 3,308
Change+772 (+23%)
Value$408.4K (+$77.2K)
Filed 2026-10-15
Kathmere Capital Management, LLC
DECREASED
Shares3,994 from 6,897
Change-2,903 (-42%)
Value$399.8K (-$291.0K)
Filed 2026-10-20
High Probability Advisors, LLC
DECREASED
Shares3,516 from 4,713
Change-1,197 (-25%)
Value$352.0K (-$120.1K)
Filed 2026-10-19
CGN Advisors LLC
UNCHANGED
Shares3,192 from 3,192
Change0 (0%)
Value$319.6K (-$160)
Filed 2026-10-21
Moors & Cabot, Inc.
DECREASED
Shares3,150 from 3,250
Change-100 (-3%)
Value$315.3K (-$10.2K)
Filed 2026-11-06
Five Oceans Advisors
DECREASED
Shares3,130 from 9,276
Change-6,146 (-66%)
Value$313.3K (-$615.8K)
Filed 2026-10-22
Allworth Financial LP
UNCHANGED
Shares2,956 from 2,956
Change0 (0%)
Value$296.1K ($0)
Filed 2026-11-06
Ted Buchan & Co
UNCHANGED
Shares2,750 from 2,750
Change0 (0%)
Value$275.3K (-$137)
Filed 2026-10-23
EdgeRock Capital LLC
INCREASED
Shares2,704 from 2,649
Change+55 (+2%)
Value$270.7K (+$5.4K)
Filed 2026-11-03
HB Wealth Management, LLC
INCREASED
Shares2,698 from 2,464
Change+234 (+10%)
Value$270.1K (+$23.3K)
Filed 2026-10-23
Money Concepts Capital Corp
INCREASED
Shares2,606 from 2,583
Change+23 (+1%)
Value$260.9K (+$2.1K)
Filed 2026-11-06
KPP Advisory Services LLC
NEW
Shares2,403
Change+2,403
Value$240.6K
Filed 2026-10-26
Cane Capital Partners, LLC
DECREASED
Shares2,400 from 2,700
Change-300 (-11%)
Value$240.3K (-$30.2K)
Filed 2026-10-23
Fulcrum Wealth Advisors, LLC
INCREASED
Shares2,391 from 2,203
Change+188 (+9%)
Value$239.4K (+$18.7K)
Filed 2026-10-16
Mather Group, Llc.
INCREASED
Shares2,348 from 512
Change+1,836 (+359%)
Value$235.1K (+$183.8K)
Filed 2026-10-14
PNC Financial Services Group, Inc.
INCREASED
Shares2,328 from 579
Change+1,749 (+302%)
Value$233.1K (+$175.1K)
Filed 2026-11-06
Stonekeep Investments, LLC
UNCHANGED
Shares2,266 from 2,266
Change0 (0%)
Value$226.8K (+$226.6K)
Filed 2026-10-15
Morton Capital Management LLC
DECREASED
Shares2,207 from 3,372
Change-1,165 (-35%)
Value$220.9K (-$116.8K)
Filed 2026-10-23
AdvisorNet Financial, Inc
DECREASED
Shares2,184 from 2,498
Change-314 (-13%)
Value$218.4K (-$31.8K)
Filed 2026-10-15
Echo45 Advisors LLC
NEW
Shares2,177
Change+2,177
Value$217.9K
Filed 2026-10-07
Spire Wealth Management
DECREASED
Shares2,156 from 2,348
Change-192 (-8%)
Value$215.8K (-$19.3K)
Filed 2026-10-30
Cannon Advisors, Inc.
DECREASED
Shares2,137 from 2,833
Change-696 (-25%)
Value$213.6K (-$69.7K)
Filed 2026-10-14
Cohalo Advisory LLC
DECREASED
Shares2,043 from 2,109
Change-66 (-3%)
Value$204.6K (-$6.7K)
Filed 2026-10-28
Investors Research Corp
INCREASED
Shares2,004 from 1,931
Change+73 (+4%)
Value$200.6K (+$7.2K)
Filed 2026-10-07
Unique Wealth Strategies, LLC
UNCHANGED
Shares2,001 from 2,001
Change0 (0%)
Value$200.4K ($0)
Filed 2026-10-13
Ashton Thomas Securities, LLC
UNCHANGED
Shares1,049 from 1,049
Change0 (0%)
Value$105.0K (-$53)
Filed 2026-10-26
AlphaCore Capital LLC
UNCHANGED
Shares1,041 from 1,041
Change0 (0%)
Value$104.2K (-$52)
Filed 2026-11-04
Ascentis Independent Advisors
NEW
Shares1,017
Change+1,017
Value$101.9K
Filed 2026-11-03
Simplex Trading, LLC
NEW
Shares1,017
Change+1,017
Value$101.8K
Filed 2026-11-04
SYM Financial Corp
NEW
Shares1,000
Change+1,000
Value$100.1K
Filed 2026-10-26
CX Institutional
DECREASED
Shares890 from 1,017
Change-127 (-12%)
Value$89 (-$13)
Filed 2026-10-02
Friedenthal Financial
DECREASED
Shares845 from 947
Change-102 (-11%)
Value$84.6K (-$10.3K)
Filed 2026-10-27
Bayban
UNCHANGED
Shares754 from 754
Change0 (0%)
Value$75.5K ($0)
Filed 2026-11-05
Princeton Global Asset Management LLC
DECREASED
Shares732 from 905
Change-173 (-19%)
Value$73.3K (-$17.4K)
Filed 2026-10-21
GGM Financial LLC
INCREASED
Shares697 from 623
Change+74 (+12%)
Value$69.8K (+$7.4K)
Filed 2026-11-05
CoreCap Advisors, LLC
DECREASED
Shares633 from 715
Change-82 (-11%)
Value$63.4K (-$8.2K)
Filed 2026-10-08
Cape Investment Advisory, Inc.
DECREASED
Shares597 from 614
Change-17 (-3%)
Value$59.8K (-$1.8K)
Filed 2026-10-13
Creative Financial Designs Inc
UNCHANGED
Shares570 from 570
Change0 (0%)
Value$57.1K (-$20)
Filed 2026-11-04
Elevated Capital Advisors, LLC
NEW
Shares416
Change+416
Value$41.6K
Filed 2026-11-04
Larson Financial Group LLC
INCREASED
Shares413 from 410
Change+3 (+1%)
Value$41.3K (+$211)
Filed 2026-11-05
IMG Wealth Management, Inc.
INCREASED
Shares333 from 330
Change+3 (+1%)
Value$33.4K (+$289)
Filed 2026-10-27
Assetmark, Inc
INCREASED
Shares332 from 124
Change+208 (+168%)
Value$33.2K (+$20.8K)
Filed 2026-10-21
Caldwell Trust Co
DECREASED
Shares320 from 321
Change-1 (0%)
Value$32.0K (-$116)
Filed 2026-10-30
Blueline Advisors LLC
INCREASED
Shares124 from 73
Change+51 (+70%)
Value$12.5K (+$5.2K)
Filed 2026-10-15
Parallel Advisors, LLC
INCREASED
Shares121 from 38
Change+83 (+218%)
Value$12.1K (+$8.3K)
Filed 2026-11-03
TD Waterhouse Canada Inc.
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$11.5K (+$6)
Filed 2026-10-16
US Bancorp \de\
NEW
Shares106
Change+106
Value$10.6K
Filed 2026-11-05
Moisand Fitzgerald Tamayo, LLC
NEW
Shares47
Change+47
Value$4.7K
Filed 2026-10-15
Farmers & Merchants Investments Inc
NEW
Shares34
Change+34
Value$3.4K
Filed 2026-10-22
Silver Grove Financial Group, Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$2.0K (+$76)
Filed 2026-11-05
Vision Financial Markets LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$639 (+$6)
Filed 2026-10-22
Root Financial Partners, LLC
NEW
Shares4
Change+4
Value$400
Filed 2026-10-21
Realta Investment Advisors
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$426 ($0)
Filed 2026-10-14
Quaker Wealth Management, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$301 ($0)
Filed 2026-10-22
Russell Investments Group, Ltd.
DECREASED
Shares2 from 11
Change-9 (-82%)
Value$150 (-$992)
Filed 2026-11-06
Spartan Planning & Wealth Management
CLOSED
Shares0 from 32,816
Change-32,816 (-100%)
Value$0 (-$3.3M)
Filed 2026-10-13
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 19,471
Change-19,471 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-21
Symphony Financial, Ltd. Co.
CLOSED
Shares0 from 8,469
Change-8,469 (-100%)
Value$0 (-$848.3K)
Filed 2026-10-22
Blue Trust, Inc.
CLOSED
Shares0 from 8,010
Change-8,010 (-100%)
Value$0 (-$802.3K)
Filed 2026-10-15
Providence First Trust Co
CLOSED
Shares0 from 7,188
Change-7,188 (-100%)
Value$0 (-$720.0K)
Filed 2026-11-02
Curated Wealth Partners LLC
CLOSED
Shares0 from 3,985
Change-3,985 (-100%)
Value$0 (-$399.1K)
Filed 2026-10-15
PFG Advisors
CLOSED
Shares0 from 2,889
Change-2,889 (-100%)
Value$0 (-$289.3K)
Filed 2026-10-16
HBW Advisory Services LLC
CLOSED
Shares0 from 2,820
Change-2,820 (-100%)
Value$0 (-$282.5K)
Filed 2026-10-15
Alterna Wealth Management, Inc
CLOSED
Shares0 from 2,775
Change-2,775 (-100%)
Value$0 (-$277.9K)
Filed 2026-10-27
Acorn Wealth Advisors, LLC
CLOSED
Shares0 from 2,706
Change-2,706 (-100%)
Value$0 (-$271.1K)
Filed 2026-10-19
Values First Advisors, Inc.
CLOSED
Shares0 from 2,502
Change-2,502 (-100%)
Value$0 (-$250.6K)
Filed 2026-10-23
TKG Advisors, LLC
CLOSED
Shares0 from 2,467
Change-2,467 (-100%)
Value$0 (-$247.1K)
Filed 2026-11-02
Sightline Wealth Advisors, LLC
CLOSED
Shares0 from 2,341
Change-2,341 (-100%)
Value$0 (-$234.4K)
Filed 2026-10-21
Central Valley Advisors, LLC
CLOSED
Shares0 from 2,164
Change-2,164 (-100%)
Value$0 (-$216.7K)
Filed 2026-10-27
Lodestar Private Asset Management LLC
CLOSED
Shares0 from 2,022
Change-2,022 (-100%)
Value$0 (-$202.5K)
Filed 2026-10-26
Castleview Partners, LLC
CLOSED
Shares0 from 2,008
Change-2,008 (-100%)
Value$0 (-$201.1K)
Filed 2026-10-09
Central Trust Co
CLOSED
Shares0 from 1,323
Change-1,323 (-100%)
Value$0 (-$132.5K)
Filed 2026-11-05
EPG Wealth Management LLC
CLOSED
Shares0 from 799
Change-799 (-100%)
Value$0 (-$80.0K)
Filed 2026-11-03
Maseco LLP
CLOSED
Shares0 from 246
Change-246 (-100%)
Value$0 (-$24.6K)
Filed 2026-10-27
Kingdom Financial Group Llc.
CLOSED
Shares0 from 185
Change-185 (-100%)
Value$0 (-$18.6K)
Filed 2026-11-04
Networth Advisors, LLC
CLOSED
Shares0 from 61
Change-61 (-100%)
Value$0 (-$6.1K)
Filed 2026-11-03
Oakworth Capital, Inc.
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$499)
Filed 2026-10-26
Lloyd Advisory Services, Llc.
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$402)
Filed 2026-11-02
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$101)
Filed 2026-11-06
Betterment LLC
N/A
Shares— from 6,260,043
Change-6,260,043 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,891,893
Change-4,891,893 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 3,180,393
Change-3,180,393 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 2,243,996
Change-2,243,996 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,216,844
Change-2,216,844 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,027,792
Change-2,027,792 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,391,707
Change-1,391,707 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,051,869
Change-1,051,869 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 983,704
Change-983,704 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 884,634
Change-884,634 (-100%)
Value—
St. James Investment Company, LLC
N/A
Shares— from 861,962
Change-861,962 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 762,625
Change-762,625 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 705,962
Change-705,962 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 544,006
Change-544,006 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 430,349
Change-430,349 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 424,817
Change-424,817 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 344,565
Change-344,565 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 262,807
Change-262,807 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 249,147
Change-249,147 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 248,704
Change-248,704 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 234,945
Change-234,945 (-100%)
Value—
Nest Investments, LLC
N/A
Shares— from 232,144
Change-232,144 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 209,004
Change-209,004 (-100%)
Value—
&partners
N/A
Shares— from 170,692
Change-170,692 (-100%)
Value—
Tevis Investment Management
N/A
Shares— from 156,368
Change-156,368 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 151,279
Change-151,279 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 145,561
Change-145,561 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 142,501
Change-142,501 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 135,763
Change-135,763 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 118,095
Change-118,095 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 118,041
Change-118,041 (-100%)
Value—
Rock Creek Group LLC
N/A
Shares— from 107,042
Change-107,042 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 99,153
Change-99,153 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 96,350
Change-96,350 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 92,939
Change-92,939 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 89,228
Change-89,228 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 88,151
Change-88,151 (-100%)
Value—
Finhabits Advisors LLC
N/A
Shares— from 84,227
Change-84,227 (-100%)
Value—
VanWeelden Wealth Management, LLC
N/A
Shares— from 83,055
Change-83,055 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 80,028
Change-80,028 (-100%)
Value—
Nicholson Meyer Capital Management, Inc.
N/A
Shares— from 78,175
Change-78,175 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 73,605
Change-73,605 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 72,606
Change-72,606 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 71,372
Change-71,372 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 70,552
Change-70,552 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 68,751
Change-68,751 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 65,110
Change-65,110 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 61,932
Change-61,932 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 60,255
Change-60,255 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 56,509
Change-56,509 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 49,775
Change-49,775 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 43,616
Change-43,616 (-100%)
Value—
Capital Financial Group Inc\co\
N/A
Shares— from 40,941
Change-40,941 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 39,943
Change-39,943 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 39,800
Change-39,800 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 39,746
Change-39,746 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 36,550
Change-36,550 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 36,482
Change-36,482 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 36,325
Change-36,325 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 35,515
Change-35,515 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 34,120
Change-34,120 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 34,005
Change-34,005 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 33,834
Change-33,834 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 30,407
Change-30,407 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 29,477
Change-29,477 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 26,684
Change-26,684 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 26,137
Change-26,137 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 24,878
Change-24,878 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 23,741
Change-23,741 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 23,601
Change-23,601 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 22,255
Change-22,255 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 21,277
Change-21,277 (-100%)
Value—
Titan Global Capital Management USA LLC
N/A
Shares— from 20,743
Change-20,743 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 20,023
Change-20,023 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 19,596
Change-19,596 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 18,781
Change-18,781 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 17,800
Change-17,800 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 17,169
Change-17,169 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 15,744
Change-15,744 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 14,843
Change-14,843 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 14,428
Change-14,428 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 14,008
Change-14,008 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 13,576
Change-13,576 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 13,216
Change-13,216 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 12,968
Change-12,968 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 11,669
Change-11,669 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 11,272
Change-11,272 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 10,633
Change-10,633 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 10,500
Change-10,500 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 10,318
Change-10,318 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 9,859
Change-9,859 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 9,322
Change-9,322 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 8,590
Change-8,590 (-100%)
Value—
Blair William & Co
N/A
Shares— from 8,266
Change-8,266 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 8,160
Change-8,160 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 8,137
Change-8,137 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 8,129
Change-8,129 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 8,030
Change-8,030 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 8,018
Change-8,018 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 7,366
Change-7,366 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 7,299
Change-7,299 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 7,188
Change-7,188 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 6,986
Change-6,986 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 6,751
Change-6,751 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 6,707
Change-6,707 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 6,689
Change-6,689 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 6,350
Change-6,350 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 6,129
Change-6,129 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 6,035
Change-6,035 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 5,837
Change-5,837 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 5,405
Change-5,405 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 5,288
Change-5,288 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 4,797
Change-4,797 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 4,741
Change-4,741 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 4,721
Change-4,721 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 4,719
Change-4,719 (-100%)
Value—
Stephens Inc
N/A
Shares— from 4,552
Change-4,552 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 4,528
Change-4,528 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 4,256
Change-4,256 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 4,225
Change-4,225 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 4,214
Change-4,214 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 4,187
Change-4,187 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 3,828
Change-3,828 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 3,483
Change-3,483 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 3,419
Change-3,419 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 3,320
Change-3,320 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,232
Change-3,232 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 3,054
Change-3,054 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,916
Change-2,916 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 2,786
Change-2,786 (-100%)
Value—
DiPaolo Financial Group, Inc.
N/A
Shares— from 2,777
Change-2,777 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 2,766
Change-2,766 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 2,750
Change-2,750 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 2,682
Change-2,682 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 2,647
Change-2,647 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 2,583
Change-2,583 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 2,508
Change-2,508 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 2,435
Change-2,435 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 2,385
Change-2,385 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 2,259
Change-2,259 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 2,232
Change-2,232 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,608
Change-1,608 (-100%)
Value—
Brookfield Corp
N/A
Shares— from 1,390
Change-1,390 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 647
Change-647 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 524
Change-524 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 450
Change-450 (-100%)
Value—
FMR LLC
N/A
Shares— from 335
Change-335 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 236
Change-236 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 235
Change-235 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 124
Change-124 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 117
Change-117 (-100%)
Value—
Rogco, LP
N/A
Shares— from 109
Change-109 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 102
Change-102 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 92
Change-92 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 45
Change-45 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 18
Change-18 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 3
Change-3 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
ACR Alpine Capital Research, LLC
INCREASED13,660,16213,511,909+148,253+1%$1.4B$1.4B+$14.2M2026-11-02
Oppenheimer Asset Management Inc.
INCREASED3,080,7462,974,646+106,100+4%$297.9M$308.4M+$10.5M2026-10-27
LPL Financial LLC
DECREASED1,635,8081,698,530-62,722-4%$170.1M$163.8M-$6.4M2026-11-06
Pathway Financial Advisors LLC
DECREASED853,862883,009-29,147-3%$88.2M$85.5M-$2.7M2026-10-07
Bell Investment Advisors, Inc
INCREASED661,902641,135+20,767+3%$64.2M$66.3M+$2.0M2026-10-29
Hohimer Wealth Management, LLC
DECREASED588,673592,861-4,188-1%$59.4M$58.9M-$449.0K2026-11-04
Redwood Park Advisors LLC
INCREASED483,293482,845+448+0%$48.4M$48.4M+$20.8K2026-11-02
3Edge Asset Management, LP
DECREASED463,710583,193-119,483-20%$58.4M$46.4M-$12.0M2026-10-30
Atria Investments, Inc
INCREASED453,719452,406+1,313+0%$45.3M$45.4M+$108.9K2026-10-15
Chicago Partners Investment Group LLC
DECREASED251,308290,885-39,577-14%$29.1M$25.2M-$3.9M2026-10-27
Archvest Wealth Advisors, Inc.
INCREASED249,1154,919+244,196+4964%$492.7K$24.9M+$24.4M2026-10-29
Castle Rock Wealth Management, LLC
INCREASED205,46975,029+130,440+174%$7.5M$20.5M+$13.0M2026-10-09
Commonwealth Equity Services, LLC
DECREASED200,737225,662-24,925-11%$22.6M$20.1M-$2.5M2026-11-02
Robertson Stephens Wealth Management, LLC
INCREASED200,447144,376+56,071+39%$14.5M$20.1M+$5.6M2026-10-16
Financial & Tax Architects, LLC
INCREASED189,309143,348+45,961+32%$14.4M$19.0M+$4.6M2026-10-15
Sage Rhino Capital LLC
INCREASED187,985186,254+1,731+1%$18.7M$18.8M+$164.0K2026-10-28
Wealth Enhancement Advisory Services, LLC
DECREASED169,579171,413-1,834-1%$17.1M$16.9M-$195.3K2026-10-13
Verus Capital Partners, LLC
INCREASED166,849137,866+28,983+21%$13.8M$16.7M+$2.9M2026-11-03
Level Four Advisory Services, LLC
DECREASED165,016165,571-5550%$16.6M$16.5M-$63.9K2026-11-06
Cooper Financial Group
NEW151,770—+151,770——$15.2M—2026-10-07
MBL Wealth, LLC
INCREASED143,144126,202+16,942+13%$12.6M$14.3M+$1.7M2026-10-22
Altfest L J & Co Inc
DECREASED141,081218,940-77,859-36%$21.9M$14.1M-$7.8M2026-10-27
Redhawk Wealth Advisors, Inc.
INCREASED140,33229,443+110,889+377%$2.9M$14.0M+$11.1M2026-10-14
Winch Advisory Services, LLC
INCREASED129,897118,391+11,506+10%$11.9M$13.0M+$1.1M2026-11-06
Guidance Capital, Inc
DECREASED117,745118,446-701-1%$11.8M$11.8M-$85.4K2026-11-03
Lido Advisors, LLC
INCREASED107,25331,182+76,071+244%$3.1M$10.7M+$7.6M2026-11-04
Kestra Advisory Services, LLC
INCREASED106,97782,385+24,592+30%$8.3M$10.7M+$2.5M2026-11-02
Oppenheimer & Co Inc
INCREASED106,37093,407+12,963+14%$9.4M$10.6M+$1.3M2026-10-26
Cannon Capital Management, Inc.
INCREASED106,08193,258+12,823+14%$9.3M$10.6M+$1.3M2026-11-03
Wilkerson Advisory Group LLC
INCREASED92,71084,811+7,899+9%$8.5M$9.3M+$786.5K2026-10-20
MGO One Seven LLC
INCREASED86,29481,374+4,920+6%$8.2M$8.6M+$488.4K2026-10-28
Blue Square Asset Management, LLC
DECREASED78,602118,191-39,589-33%$11.8M$7.9M-$4.0M2026-11-02
Perigon Wealth Management, LLC
INCREASED74,43774,364+73+0%$7.4M$7.5M+$3.6K2026-10-22
B. Riley Wealth Advisors, Inc.
INCREASED73,90672,223+1,683+2%$7.2M$7.4M+$166.4K2026-10-13
Accurate Wealth Management, LLC
DECREASED65,39467,040-1,646-2%$6.7M$6.5M-$165.9K2026-10-20
Baker Ellis Asset Management LLC
DECREASED59,13883,088-23,950-29%$8.3M$5.9M-$2.4M2026-10-14
Atwood & Palmer Inc
INCREASED51,92538,925+13,000+33%$3.9M$5.2M+$1.3M2026-10-08
Private Advisory Group LLC
DECREASED51,217101,040-49,823-49%$10.1M$5.1M-$5.0M2026-11-06
Goldstein Advisors, LLC
DECREASED50,75557,827-7,072-12%$5.8M$5.1M-$710.9K2026-10-15
Prospera Financial Services Inc
INCREASED48,53914,831+33,708+227%$1.5M$4.9M+$3.4M2026-11-04
Harbour Capital Advisors, LLC
INCREASED46,90135,436+11,465+32%$3.5M$4.7M+$1.2M2026-10-13
Blueprint Investment Partners LLC
DECREASED45,15073,865-28,715-39%$7.4M$4.5M-$2.9M2026-10-28
Truist Financial Corp
INCREASED44,92025,177+19,743+78%$2.5M$4.5M+$2.0M2026-10-30
Merit Financial Group, LLC
NEW44,853—+44,853——$4.5M—2026-11-06
Madden Securities Corp
DECREASED43,52978,368-34,839-44%$7.8M$4.4M-$3.5M2026-10-27
Evergreen Capital Management LLC
DECREASED42,75751,318-8,561-17%$5.1M$4.3M-$859.6K2026-10-23
Sloy Dahl & Holst, LLC
DECREASED40,21641,975-1,759-4%$4.2M$4.0M-$178.2K2026-10-14
Farther Finance Advisors, LLC
DECREASED38,83840,206-1,368-3%$4.0M$3.9M-$139.0K2026-10-08
KG Capital Management
DECREASED38,72052,149-13,429-26%$5.2M$3.9M-$1.3M2026-10-15
Tectonic Advisors LLC
DECREASED38,07744,213-6,136-14%$4.4M$3.8M-$616.5K2026-10-22
Sowell Financial Services LLC
DECREASED37,76838,014-246-1%$3.8M$3.8M-$26.5K2026-10-23
Cornerstone Advisors Asset Management, LLC
INCREASED36,55429,028+7,526+26%$2.9M$3.7M+$751.9K2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED35,07536,920-1,845-5%$3.7M$3.5M-$187.0K2026-11-02
Helium Advisors LLC
DECREASED33,72537,509-3,784-10%$3.8M$3.4M-$380.7K2026-10-23
Allen Capital Group, LLC
DECREASED33,27233,841-569-2%$3.4M$3.3M-$58.7K2026-10-27
Gerber Kawasaki Wealth & Investment Management
INCREASED32,07931,497+582+2%$3.2M$3.2M+$56.8K2026-10-29
North Forty Two & Co.
INCREASED30,67830,365+313+1%$3.0M$3.1M+$29.8K2026-10-19
Baldwin Wealth Partners LLC
INCREASED30,54725,840+4,707+18%$2.6M$3.1M+$469.9K2026-10-13
Hunter Associates Investment Management LLC
DECREASED30,43831,628-1,190-4%$3.2M$3.0M-$121.0K2026-10-26
Vicus Capital
INCREASED29,41927,358+2,061+8%$2.7M$2.9M+$204.9K2026-11-05
WT Wealth Management
NEW27,882—+27,882——$2.8M—2026-10-13
Mezzasalma Advisors, LLC
INCREASED27,32327,243+80+0%$2.7M$2.7M+$6.6K2026-10-14
Venture Visionary Partners LLC
DECREASED27,15127,152-10%$2.7M$2.7M-$1.4K2026-10-07
Blueprint Financial Advisors LLC
INCREASED26,11725,397+720+3%$2.5M$2.6M+$70.8K2026-10-28
Ignite Planners, LLC
INCREASED25,53615,984+9,552+60%$1.6M$2.6M+$968.8K2026-10-14
Kestra Private Wealth Services, LLC
INCREASED25,24624,813+433+2%$2.5M$2.5M+$42.1K2026-11-06
IFP Advisors, Inc
INCREASED23,66023,338+322+1%$2.3M$2.4M+$31.1K2026-10-16
Jacobi Capital Management LLC
INCREASED23,59420,721+2,873+14%$2.1M$2.4M+$286.6K2026-11-05
Salvus Wealth Management, LLC
DECREASED22,97025,778-2,808-11%$2.6M$2.3M-$282.4K2026-10-13
Hidden Cove Wealth Management, LLC
NEW22,565—+22,565——$2.3M—2026-10-19
Successful Portfolios LLC
DECREASED22,34424,138-1,794-7%$2.4M$2.2M-$181.2K2026-10-09
Lifelong Wealth Advisors, Inc.
INCREASED21,60510,987+10,618+97%$1.1M$2.2M+$1.1M2026-10-19
Elevation Point Wealth Partners, LLC
DECREASED21,23124,666-3,435-14%$2.5M$2.1M-$345.1K2026-11-05
Capital Advisors, Ltd. LLC
INCREASED21,22520,824+401+2%$2.1K$2.1M+$2.1M2026-10-27
Hara Capital LLC
DECREASED21,18021,780-600-3%$2.2M$2.1M-$61.2K2026-10-30
Barnes Dennig Private Wealth Management LLC
INCREASED20,57420,327+247+1%$2.0M$2.1M+$23.7K2026-10-30
Orin Green Financial, LLC
UNCHANGED20,10620,10600%$2.0M$2.0M-$1.0K2026-10-19
Fifth Third Bancorp
INCREASED19,72719,554+173+1%$2.0M$2.0M+$16.3K2026-11-05
BridgePort Financial Solutions, LLC
DECREASED19,62419,777-153-1%$2.0M$2.0M-$16.3K2026-11-02
Pflug Koory, LLC
INCREASED19,47219,110+362+2%$1.9M$1.9M+$35.3K2026-10-26
Arvest Investments, Inc.
INCREASED19,26118,687+574+3%$1.9M$1.9M+$56.6K2026-10-21
Turtle Creek Wealth Advisors, LLC
DECREASED19,25320,192-939-5%$2.0M$1.9M-$95.0K2026-10-15
Independent Financial Group, LLC
INCREASED18,89618,626+270+1%$1.9M$1.9M+$26.1K2026-10-13
Westside Investment Management, Inc.
DECREASED18,87019,283-413-2%$1.9M$1.9M-$42.4K2026-11-02
Quadcap Wealth Management, LLC
DECREASED17,28822,552-5,264-23%$2.3M$1.7M-$528.1K2026-11-02
Beacon Financial Group
DECREASED16,46023,877-7,417-31%$2.4M$1.6M-$743.7K2026-10-19
Guyasuta Investment Advisors Inc
INCREASED15,86011,857+4,003+34%$1.2M$1.6M+$400.1K2026-10-15
Citigroup Inc
INCREASED15,8338,930+6,903+77%$894.4K$1.6M+$690.6K2026-11-04
Valmark Advisers, Inc.
INCREASED15,78412,437+3,347+27%$1.2M$1.6M+$334.4K2026-11-06
Single Point Partners, LLC
INCREASED15,7617,851+7,910+101%$786.3K$1.6M+$791.5K2026-10-19
Highline Wealth Partners LLC
DECREASED14,31015,065-755-5%$1.5M$1.4M-$76.3K2026-10-19
Bourgeon Capital Management LLC
DECREASED14,30816,213-1,905-12%$1.6M$1.4M-$191.5K2026-10-19
Hamilton Capital, LLC
INCREASED14,10312,482+1,621+13%$1.3M$1.4M+$161.7K2026-10-08
Blume Capital Management, Inc.
INCREASED14,00513,826+179+1%$1.4M$1.4M+$17.2K2026-10-26
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED13,92214,053-131-1%$1.4M$1.4M-$13.8K2026-10-14
Concurrent Investment Advisors, LLC
DECREASED13,90213,936-340%$1.4M$1.4M-$4.1K2026-10-16
Integrity Alliance, Llc.
INCREASED13,70513,404+301+2%$1.3M$1.4M+$29.5K2026-10-29
Victory Financial Group, LLC
DECREASED13,08114,606-1,525-10%$1.5M$1.3M-$153.4K2026-10-27
Founders Financial Securities LLC
INCREASED12,8556,222+6,633+107%$623.2K$1.3M+$663.7K2026-10-28
Fermata Advisors, LLC
DECREASED12,44414,150-1,706-12%$1.4M$1.2M-$171.5K2026-10-13
Sugar Maple Asset Management, LLC
DECREASED12,32412,395-71-1%$1.2M$1.2M-$7.7K2026-10-13
Beverly Hills Private Wealth, LLC
DECREASED11,77818,759-6,981-37%$1.9M$1.2M-$699.9K2026-11-04
Wolff Wiese Magana LLC
DECREASED11,55814,715-3,157-21%$1.5M$1.2M-$316.8K2026-10-15
Hardworking Capital Advisors, LLC
DECREASED11,54912,743-1,194-9%$1.3M$1.2M-$120.2K2026-10-20
Inscription Capital, LLC
DECREASED10,52510,628-103-1%$1.1M$1.1M-$10.8K2026-11-02
Mengis Capital Management, Inc.
INCREASED10,0459,040+1,005+11%$905.4K$1.0M+$100.2K2026-10-13
Citizens Financial Group Inc
DECREASED10,00413,915-3,911-28%$1.4M$1.0M-$392.2K2026-10-23
Fourpath Capital Management, LLC
DECREASED9,7979,955-158-2%$997.1K$980.8K-$16.3K2026-10-19
Cairn Investment Group, Inc.
INCREASED9,5707,920+1,650+21%$793.0K$958.0K+$165.0K2026-11-04
Narus Financial Partners, LLC
DECREASED9,07514,755-5,680-38%$1.5M$908.5K-$569.4K2026-10-19
Keystone Wealth Services, LLC
INCREASED8,8222,094+6,728+321%$209.7K$882.9K+$673.2K2026-11-03
Objective Capital Management, LLC
INCREASED8,4288,423+5+0%$843.6K$843.7K+$642026-10-13
Thryve Wealth Management LLC
DECREASED8,2598,967-708-8%$898.1K$826.8K-$71.3K2026-10-09
Selby Wealth Management, LLC
DECREASED8,22610,020-1,794-18%$1.0M$823.5K-$180.2K2026-10-16
Valeo Financial Advisors, LLC
DECREASED8,0518,086-350%$809.9K$806.0K-$3.9K2026-10-08
Capital Asset Advisory Services LLC
DECREASED7,9828,199-217-3%$821.2K$799.0K-$22.3K2026-10-30
Burney Co/
UNCHANGED7,9427,94200%$795.5K$795.1K-$3972026-10-15
Global View Capital Management LLC
DECREASED7,65613,513-5,857-43%$1.4M$766.4K-$587.0K2026-10-28
Occidental Asset Management, LLC
INCREASED7,3267,302+24+0%$731.4K$733.4K+$2.0K2026-11-05
Legacy Wealth Partners, LLC
DECREASED7,2287,389-161-2%$740.1K$723.6K-$16.5K2026-10-15
Activest Wealth Management
DECREASED7,0588,579-1,521-18%$859.3K$706.5K-$152.8K2026-10-15
Valued Retirements, Inc.
DECREASED7,00120,380-13,379-66%$2.0M$700.9K-$1.3M2026-11-06
Chatham Capital Group, Inc.
DECREASED6,89511,295-4,400-39%$1.1M$690.3K-$441.0K2026-10-16
Prosperity Financial Group, Inc.
DECREASED6,8068,519-1,713-20%$853.3K$681.3K-$171.9K2026-10-29
Golden State Wealth Management, LLC
INCREASED6,6631,104+5,559+504%$110.6K$667.1K+$556.5K2026-11-02
Doliver Advisors, LP
INCREASED6,5106,463+47+1%$647.3K$651.7K+$4.4K2026-10-01
Prime Capital Investment Advisors, LLC
INCREASED6,3915,871+520+9%$588.0K$639.8K+$51.8K2026-10-20
Asset One Wealth Management LLC
UNCHANGED6,2756,27500%$627.6K$628.2K+$6272026-11-02
Main Street Group, LTD
DECREASED6,0087,151-1,143-16%$716.1K$601.3K-$114.8K2026-10-28
Coyle Financial Counsel LLC
UNCHANGED5,8465,84600%$585.5K$585.2K-$2642026-10-28
Clearwater Capital Advisors, LLC
UNCHANGED5,7935,79300%$580.2K$579.9K-$2892026-11-06
United Community Bank
DECREASED5,7738,523-2,750-32%$853.7K$577.9K-$275.7K2026-10-28
Nations Financial Group Inc,
DECREASED5,7556,875-1,120-16%$688.6K$576.1K-$112.5K2026-11-05
Investment Partners Asset Management, Inc.
DECREASED5,6295,779-150-3%$578.8K$563.5K-$15.3K2026-10-09
G&S Capital LLC
DECREASED5,38022,188-16,808-76%$2.2M$538.6K-$1.7M2026-10-23
Measured Risk Portfolios, Inc.
DECREASED5,3135,691-378-7%$570.0K$531.9K-$38.1K2026-10-21
Strategic Family Wealth Counselors, L.L.C.
DECREASED5,3015,467-166-3%$547.6K$530.7K-$16.9K2026-10-29
Triumph Capital Management
DECREASED5,1915,866-675-12%$587.5K$519.7K-$67.9K2026-10-14
Kestra Investment Management, LLC
DECREASED5,0025,003-10%$501.1K$500.7K-$3572026-11-04
Regions Financial Corp
INCREASED5,0014,199+802+19%$420.6K$500.7K+$80.1K2026-11-05
Ashton Thomas Private Wealth, LLC
UNCHANGED5,0005,00000%$500.8K$500.6K-$2502026-11-03
Upper Left Wealth Management, LLC
INCREASED4,7062,868+1,838+64%$287.3K$471.1K+$183.9K2026-10-14
Falcon Wealth Planning
DECREASED4,6994,772-73-2%$477.9K$470.5K-$7.5K2026-11-06
M Holdings Securities, Inc.
NEW4,687—+4,687——$469.0K—2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED4,5946,733-2,139-32%$674.4K$459.9K-$214.5K2026-10-14
Creative Planning
INCREASED4,5674,095+472+12%$410.1K$457.2K+$47.1K2026-11-02
StoneX Group Inc.
NEW4,491—+4,491——$449.7K—2026-11-03
Hibernia Wealth Partners, LLC
INCREASED4,4814,253+228+5%$425.9K$448.6K+$22.6K2026-10-29
International Assets Investment Management, LLC
DECREASED4,4744,905-431-9%$489.8K$446.6K-$43.2K2026-11-02
Private Trust Co NA
DECREASED4,1184,240-122-3%$424.7K$412.2K-$12.4K2026-10-20
Compound Planning, Inc.
INCREASED4,0964,094+2+0%$410.1K$410.1K-$42026-11-05
Columbia Advisory Partners LLC
INCREASED4,0803,308+772+23%$331.3K$408.4K+$77.2K2026-10-15
Kathmere Capital Management, LLC
DECREASED3,9946,897-2,903-42%$690.8K$399.8K-$291.0K2026-10-20
High Probability Advisors, LLC
DECREASED3,5164,713-1,197-25%$472.1K$352.0K-$120.1K2026-10-19
CGN Advisors LLC
UNCHANGED3,1923,19200%$319.7K$319.6K-$1602026-10-21
Moors & Cabot, Inc.
DECREASED3,1503,250-100-3%$325.5K$315.3K-$10.2K2026-11-06
Five Oceans Advisors
DECREASED3,1309,276-6,146-66%$929.1K$313.3K-$615.8K2026-10-22
Allworth Financial LP
UNCHANGED2,9562,95600%$296.1K$296.1K$02026-11-06
Ted Buchan & Co
UNCHANGED2,7502,75000%$275.4K$275.3K-$1372026-10-23
EdgeRock Capital LLC
INCREASED2,7042,649+55+2%$265.3K$270.7K+$5.4K2026-11-03
HB Wealth Management, LLC
INCREASED2,6982,464+234+10%$246.8K$270.1K+$23.3K2026-10-23
Money Concepts Capital Corp
INCREASED2,6062,583+23+1%$258.8K$260.9K+$2.1K2026-11-06
KPP Advisory Services LLC
NEW2,403—+2,403——$240.6K—2026-10-26
Cane Capital Partners, LLC
DECREASED2,4002,700-300-11%$270.4K$240.3K-$30.2K2026-10-23
Fulcrum Wealth Advisors, LLC
INCREASED2,3912,203+188+9%$220.7K$239.4K+$18.7K2026-10-16
Mather Group, Llc.
INCREASED2,348512+1,836+359%$51.3K$235.1K+$183.8K2026-10-14
PNC Financial Services Group, Inc.
INCREASED2,328579+1,749+302%$58.0K$233.1K+$175.1K2026-11-06
Stonekeep Investments, LLC
UNCHANGED2,2662,26600%$227$226.8K+$226.6K2026-10-15
Morton Capital Management LLC
DECREASED2,2073,372-1,165-35%$337.7K$220.9K-$116.8K2026-10-23
AdvisorNet Financial, Inc
DECREASED2,1842,498-314-13%$250.2K$218.4K-$31.8K2026-10-15
Echo45 Advisors LLC
NEW2,177—+2,177——$217.9K—2026-10-07
Spire Wealth Management
DECREASED2,1562,348-192-8%$235.2K$215.8K-$19.3K2026-10-30
Cannon Advisors, Inc.
DECREASED2,1372,833-696-25%$283.3K$213.6K-$69.7K2026-10-14
Cohalo Advisory LLC
DECREASED2,0432,109-66-3%$211.3K$204.6K-$6.7K2026-10-28
Investors Research Corp
INCREASED2,0041,931+73+4%$193.4K$200.6K+$7.2K2026-10-07
Unique Wealth Strategies, LLC
UNCHANGED2,0012,00100%$200.4K$200.4K$02026-10-13
Ashton Thomas Securities, LLC
UNCHANGED1,0491,04900%$105.1K$105.0K-$532026-10-26
AlphaCore Capital LLC
UNCHANGED1,0411,04100%$104.3K$104.2K-$522026-11-04
Ascentis Independent Advisors
NEW1,017—+1,017——$101.9K—2026-11-03
Simplex Trading, LLC
NEW1,017—+1,017——$101.8K—2026-11-04
SYM Financial Corp
NEW1,000—+1,000——$100.1K—2026-10-26
CX Institutional
DECREASED8901,017-127-12%$102$89-$132026-10-02
Friedenthal Financial
DECREASED845947-102-11%$94.9K$84.6K-$10.3K2026-10-27
Bayban
UNCHANGED75475400%$75.5K$75.5K$02026-11-05
Princeton Global Asset Management LLC
DECREASED732905-173-19%$90.7K$73.3K-$17.4K2026-10-21
GGM Financial LLC
INCREASED697623+74+12%$62.4K$69.8K+$7.4K2026-11-05
CoreCap Advisors, LLC
DECREASED633715-82-11%$71.6K$63.4K-$8.2K2026-10-08
Cape Investment Advisory, Inc.
DECREASED597614-17-3%$61.5K$59.8K-$1.8K2026-10-13
Creative Financial Designs Inc
UNCHANGED57057000%$57.1K$57.1K-$202026-11-04
Elevated Capital Advisors, LLC
NEW416—+416——$41.6K—2026-11-04
Larson Financial Group LLC
INCREASED413410+3+1%$41.1K$41.3K+$2112026-11-05
IMG Wealth Management, Inc.
INCREASED333330+3+1%$33.1K$33.4K+$2892026-10-27
Assetmark, Inc
INCREASED332124+208+168%$12.4K$33.2K+$20.8K2026-10-21
Caldwell Trust Co
DECREASED320321-10%$32.2K$32.0K-$1162026-10-30
Blueline Advisors LLC
INCREASED12473+51+70%$7.3K$12.5K+$5.2K2026-10-15
Parallel Advisors, LLC
INCREASED12138+83+218%$3.8K$12.1K+$8.3K2026-11-03
TD Waterhouse Canada Inc.
UNCHANGED11511500%$11.5K$11.5K+$62026-10-16
US Bancorp \de\
NEW106—+106——$10.6K—2026-11-05
Moisand Fitzgerald Tamayo, LLC
NEW47—+47——$4.7K—2026-10-15
Farmers & Merchants Investments Inc
NEW34—+34——$3.4K—2026-10-22
Silver Grove Financial Group, Inc.
UNCHANGED202000%$2.0K$2.0K+$762026-11-05
Vision Financial Markets LLC
UNCHANGED7700%$633$639+$62026-10-22
Root Financial Partners, LLC
NEW4—+4——$400—2026-10-21
Realta Investment Advisors
UNCHANGED4400%$426$426$02026-10-14
Quaker Wealth Management, LLC
UNCHANGED3300%$301$301$02026-10-22
Russell Investments Group, Ltd.
DECREASED211-9-82%$1.1K$150-$9922026-11-06
Spartan Planning & Wealth Management
CLOSED032,816-32,816-100%$3.3M$0-$3.3M2026-10-13
Axxcess Wealth Management, LLC
CLOSED019,471-19,471-100%$2.0M$0-$2.0M2026-10-21
Symphony Financial, Ltd. Co.
CLOSED08,469-8,469-100%$848.3K$0-$848.3K2026-10-22
Blue Trust, Inc.
CLOSED08,010-8,010-100%$802.3K$0-$802.3K2026-10-15
Providence First Trust Co
CLOSED07,188-7,188-100%$720.0K$0-$720.0K2026-11-02
Curated Wealth Partners LLC
CLOSED03,985-3,985-100%$399.1K$0-$399.1K2026-10-15
PFG Advisors
CLOSED02,889-2,889-100%$289.3K$0-$289.3K2026-10-16
HBW Advisory Services LLC
CLOSED02,820-2,820-100%$282.5K$0-$282.5K2026-10-15
Alterna Wealth Management, Inc
CLOSED02,775-2,775-100%$277.9K$0-$277.9K2026-10-27
Acorn Wealth Advisors, LLC
CLOSED02,706-2,706-100%$271.1K$0-$271.1K2026-10-19
Values First Advisors, Inc.
CLOSED02,502-2,502-100%$250.6K$0-$250.6K2026-10-23
TKG Advisors, LLC
CLOSED02,467-2,467-100%$247.1K$0-$247.1K2026-11-02
Sightline Wealth Advisors, LLC
CLOSED02,341-2,341-100%$234.4K$0-$234.4K2026-10-21
Central Valley Advisors, LLC
CLOSED02,164-2,164-100%$216.7K$0-$216.7K2026-10-27
Lodestar Private Asset Management LLC
CLOSED02,022-2,022-100%$202.5K$0-$202.5K2026-10-26
Castleview Partners, LLC
CLOSED02,008-2,008-100%$201.1K$0-$201.1K2026-10-09
Central Trust Co
CLOSED01,323-1,323-100%$132.5K$0-$132.5K2026-11-05
EPG Wealth Management LLC
CLOSED0799-799-100%$80.0K$0-$80.0K2026-11-03
Maseco LLP
CLOSED0246-246-100%$24.6K$0-$24.6K2026-10-27
Kingdom Financial Group Llc.
CLOSED0185-185-100%$18.6K$0-$18.6K2026-11-04
Networth Advisors, LLC
CLOSED061-61-100%$6.1K$0-$6.1K2026-11-03
Oakworth Capital, Inc.
CLOSED05-5-100%$499$0-$4992026-10-26
Lloyd Advisory Services, Llc.
CLOSED04-4-100%$402$0-$4022026-11-02
Institute for Wealth Management, Llc.
CLOSED01-1-100%$101$0-$1012026-11-06
Betterment LLC
N/A—6,260,043-6,260,043-100%$627.0M———
Morgan Stanley
N/A—4,891,893-4,891,893-100%$490.0M———
Envestnet Asset Management Inc
N/A—3,180,393-3,180,393-100%$318.5M———
Goldman Sachs Group Inc
N/A—2,243,996-2,243,996-100%$224.8M———
Bank of America Corp
N/A—2,216,844-2,216,844-100%$222.0M———
Wells Fargo & Company
N/A—2,027,792-2,027,792-100%$203.1M———
Royal Bank of Canada
N/A—1,391,707-1,391,707-100%$139.4M———
UBS Group AG
N/A—1,051,869-1,051,869-100%$105.4M———
Northwestern Mutual Wealth Management Co
N/A—983,704-983,704-100%$98.5M———
Composition Wealth, LLC
N/A—884,634-884,634-100%$88.6M———
St. James Investment Company, LLC
N/A—861,962-861,962-100%$86.3M———
Mariner, LLC
N/A—762,625-762,625-100%$76.4M———
Wealthfront Advisers LLC
N/A—705,962-705,962-100%$70.7M———
Acorns Advisers, LLC
N/A—544,006-544,006-100%$54.5M———
Ameriprise Financial Inc
N/A—430,349-430,349-100%$43.1M———
Stifel Financial Corp
N/A—424,817-424,817-100%$42.5M———
Cetera Investment Advisers
N/A—344,565-344,565-100%$34.5M———
Everest Private Wealth
N/A—262,807-262,807-100%$26.3M———
Alesco Advisors, LLC, An ESL Co
N/A—249,147-249,147-100%$25.0M———
Janney Montgomery Scott LLC
N/A—248,704-248,704-100%$24.9M———
Waterloo Capital, L.P.
N/A—234,945-234,945-100%$23.5M———
Nest Investments, LLC
N/A—232,144-232,144-100%$23.3M———
NewEdge Advisors, LLC
N/A—209,004-209,004-100%$20.9M———
&partners
N/A—170,692-170,692-100%$17.1M———
Tevis Investment Management
N/A—156,368-156,368-100%$15.7M———
Raymond James Financial Inc
N/A—151,279-151,279-100%$15.2M———
Cresset Asset Management, LLC
N/A—145,561-145,561-100%$14.6M———
Osaic Holdings, Inc.
N/A—142,501-142,501-100%$14.3M———
Arax Advisory Partners
N/A—135,763-135,763-100%$13.6M———
BNP Paribas Financial Markets
N/A—118,095-118,095-100%$11.8M———
WealthTrak Capital Management LLC
N/A—118,041-118,041-100%$11.8M———
Rock Creek Group LLC
N/A—107,042-107,042-100%$10.7M———
Keebeck Wealth Management
N/A—99,153-99,153-100%$9.9M———
One Capital Management, LLC
N/A—96,350-96,350-100%$9.7M———
Peak Asset Management, LLC
N/A—92,939-92,939-100%$9.3M———
Resolute Capital, LLC
N/A—89,228-89,228-100%$8.9M———
Focus Partners Wealth
N/A—88,151-88,151-100%$8.8M———
Finhabits Advisors LLC
N/A—84,227-84,227-100%$8.4M———
VanWeelden Wealth Management, LLC
N/A—83,055-83,055-100%$8.3M———
Sterneck Capital Management, LLC
N/A—80,028-80,028-100%$8.0M———
Nicholson Meyer Capital Management, Inc.
N/A—78,175-78,175-100%$7.8M———
NorthStar Asset Management LLC
N/A—73,605-73,605-100%$7.4M———
Equitable Holdings, Inc.
N/A—72,606-72,606-100%$7.3M———
GTS Securities LLC
N/A—71,372-71,372-100%$7.1M———
Rockefeller Capital Management L.P.
N/A—70,552-70,552-100%$7.1M———
Private Advisor Group, LLC
N/A—68,751-68,751-100%$6.9M———
Leavell Investment Management, Inc.
N/A—65,110-65,110-100%$6.5M———
Atomic Invest LLC
N/A—61,932-61,932-100%$6.2M———
AQR Capital Management LLC
N/A—60,255-60,255-100%$6.0M———
Cahill Financial Advisors Inc
N/A—56,509-56,509-100%$5.7M———
MML Investors Services, LLC
N/A—49,775-49,775-100%$5.0M———
Addison Capital Co
N/A—43,616-43,616-100%$4.4M———
Capital Financial Group Inc\co\
N/A—40,941-40,941-100%$4.1M———
NewEdge Wealth, LLC
N/A—39,943-39,943-100%$4.0M———
GatePass Capital, LLC
N/A—39,800-39,800-100%$4.0M———
Hershey Financial Advisers, LLC
N/A—39,746-39,746-100%$4.0M———
Scotia Capital Inc.
N/A—36,550-36,550-100%$3.7M———
Syon Capital LLC
N/A—36,482-36,482-100%$3.7M———
Leo H. Evart, Inc.
N/A—36,325-36,325-100%$3.6M———
JPMorgan Chase & Co
N/A—35,515-35,515-100%$3.6M———
Susquehanna International Group, LLP
N/A—34,120-34,120-100%$3.4M———
Saiph Capital, LLC
N/A—34,005-34,005-100%$3.4M———
Steward Partners Investment Advisory, LLC
N/A—33,834-33,834-100%$3.4M———
Quantinno Capital Management LP
N/A—30,407-30,407-100%$3.0M———
TRU Independence Asset Management 2, LLC
N/A—30,000-30,000-100%$3.0M———
HighTower Advisors, LLC
N/A—29,477-29,477-100%$3.0M———
Centaurus Financial, Inc.
N/A—26,684-26,684-100%$2.7M———
Birchcreek Wealth Management, LLC
N/A—26,137-26,137-100%$2.6M———
Wealthspire Advisors, LLC
N/A—24,878-24,878-100%$2.5M———
Savvy Advisors, Inc.
N/A—23,741-23,741-100%$2.4M———
Vestmark Advisory Solutions, Inc.
N/A—23,601-23,601-100%$2.4M———
Caprock Group, LLC
N/A—22,255-22,255-100%$2.2M———
Sanctuary Advisors, LLC
N/A—21,277-21,277-100%$2.1M———
Titan Global Capital Management USA LLC
N/A—20,743-20,743-100%$2.1M———
Hudson Value Partners, LLC
N/A—20,023-20,023-100%$2.0M———
Copley Financial Group, Inc.
N/A—19,596-19,596-100%$2.0M———
Beacon Pointe Advisors, LLC
N/A—18,781-18,781-100%$1.9M———
Essex Financial Services, Inc.
N/A—17,800-17,800-100%$1.8M———
Eldridge Investment Advisors, Inc.
N/A—17,169-17,169-100%$1.7M———
Tower Research Capital LLC (TRC)
N/A—15,744-15,744-100%$1.6M———
Kovack Advisors, Inc.
N/A—14,843-14,843-100%$1.5M———
Two Sigma Securities, LLC
N/A—14,428-14,428-100%$1.4M———
Benjamin Edwards Inc
N/A—14,008-14,008-100%$1.4M———
Retirement Capital Strategies
N/A—13,576-13,576-100%$1.4M———
Arkadios Wealth Advisors
N/A—13,216-13,216-100%$1.3M———
Intellectus Partners, LLC
N/A—12,968-12,968-100%$1.3M———
Waverly Advisors, LLC
N/A—11,669-11,669-100%$1.2M———
Atlas Legacy Advisors, LLC
N/A—11,272-11,272-100%$1.1M———
Stratos Wealth Partners, Ltd.
N/A—10,633-10,633-100%$1.1M———
Legacy Wealth Managment, LLC
N/A—10,500-10,500-100%$1.1M———
Brookwood Investment Group LLC
N/A—10,318-10,318-100%$1.0M———
Advisory Services Network, LLC
N/A—9,859-9,859-100%$987.5K———
Kelman-Lazarov, Inc.
N/A—9,322-9,322-100%$933.7K———
Brooks, Moore & Associates, Inc.
N/A—8,590-8,590-100%$860.4K———
Blair William & Co
N/A—8,266-8,266-100%$827.9K———
Beto Financial Group, LLC
N/A—8,160-8,160-100%$816.4K———
Stratos Wealth Advisors, LLC
N/A—8,137-8,137-100%$815.1K———
Ameritas Advisory Services, LLC
N/A—8,129-8,129-100%$814.2K———
Bravias Capital Group, LLC
N/A—8,030-8,030-100%$804.2K———
Belpointe Asset Management LLC
N/A—8,018-8,018-100%$803.1K———
BlackRock, Inc.
N/A—7,366-7,366-100%$737.8K———
Citadel Advisors LLC
N/A—7,299-7,299-100%$731.1K———
Fort Sheridan Advisors LLC
N/A—7,188-7,188-100%$720.0K———
Manhattan West Asset Management, LLC
N/A—6,986-6,986-100%$699.7K———
Mutual Advisors, LLC
N/A—6,751-6,751-100%$676.2K———
Peak Planning Group, LLC
N/A—6,707-6,707-100%$671.7K———
AE Wealth Management LLC
N/A—6,689-6,689-100%$670.0K———
United Capital Financial Advisors, LLC
N/A—6,350-6,350-100%$636.0K———
Tradewinds, Llc.
N/A—6,129-6,129-100%$3.6M———
J. M. Brown & Associates Inc.
N/A—6,035-6,035-100%$604.5K———
World Investment Advisors
N/A—5,837-5,837-100%$584.7K———
1832 Asset Management L.P.
N/A—5,405-5,405-100%$541.4K———
Rock Point Advisors, LLC
N/A—5,288-5,288-100%$529.6K———
Tradition Wealth Management, LLC
N/A—5,000-5,000-100%$500.8K———
Strategic Wealth Partners, Ltd.
N/A—4,797-4,797-100%$480.5K———
Silicon Valley Capital Partners
N/A—4,741-4,741-100%$474.9K———
Cary Street Partners Financial LLC
N/A—4,721-4,721-100%$472.9K———
Synergy Financial Group, LTD
N/A—4,719-4,719-100%$472.7K———
Stephens Inc
N/A—4,552-4,552-100%$455.9K———
Carr Financial Group Corp
N/A—4,528-4,528-100%$453.6K———
Hilltop Holdings Inc.
N/A—4,256-4,256-100%$426.3K———
Migdal Insurance & Financial Holdings Ltd.
N/A—4,225-4,225-100%$423.2K———
Global Retirement Partners, LLC
N/A—4,214-4,214-100%$422.1K———
Jones Financial Companies Lllp
N/A—4,187-4,187-100%$419.3K———
Summit Financial, LLC
N/A—3,828-3,828-100%$383.4K———
IHT Wealth Management, LLC
N/A—3,600-3,600-100%$360.6K———
Pinnacle Financial Partners, Inc.
N/A—3,483-3,483-100%$348.9K———
Foundations Investment Advisors, LLC
N/A—3,419-3,419-100%$342.4K———
Adapt Wealth Advisors, LLC
N/A—3,320-3,320-100%$332.5K———
EP Wealth Advisors, LLC
N/A—3,232-3,232-100%$323.8K———
Moneta Group Investment Advisors LLC
N/A—3,054-3,054-100%$305.9K———
Aptus Capital Advisors, LLC
N/A—2,916-2,916-100%$292.1K———
Geneos Wealth Management Inc.
N/A—2,786-2,786-100%$279.0K———
DiPaolo Financial Group, Inc.
N/A—2,777-2,777-100%$278.1K———
Fiduciary Trust Co
N/A—2,766-2,766-100%$277.0K———
PIN OAK Investment Advisors Inc
N/A—2,750-2,750-100%$275.0K———
Harborfront Financial Group LLC
N/A—2,682-2,682-100%$268.6K———
Legacy Financial Advisors, Inc.
N/A—2,647-2,647-100%$265.1K———
Mercer Global Advisors Inc
N/A—2,583-2,583-100%$258.7K———
Cerity Partners LLC
N/A—2,508-2,508-100%$251.2K———
Dakota Wealth Management
N/A—2,435-2,435-100%$243.9K———
Navalign, LLC
N/A—2,385-2,385-100%$238.9K———
Cape COD Five Cents Savings Bank
N/A—2,300-2,300-100%$230.4K———
IEQ Capital, LLC
N/A—2,259-2,259-100%$226.2K———
Holderness Investments Co
N/A—2,232-2,232-100%$223.6K———
Advisors Capital Management, LLC
N/A—2,000-2,000-100%$200.3K———
O'shaughnessy Asset Management, LLC
N/A—1,608-1,608-100%$161.1K———
Brookfield Corp
N/A—1,390-1,390-100%$139.2K———
Bank of Montreal
N/A—647-647-100%$64.8K———
Harbour Investments, Inc.
N/A—524-524-100%$52.5K———
Tidemark, LLC
N/A—450-450-100%$45.0K———
FMR LLC
N/A—335-335-100%$33.5K———
WealthCollab, LLC
N/A—236-236-100%$23.6K———
Transamerica Financial Advisors, LLC
N/A—235-235-100%$23.6K———
SOA Wealth Advisors, Llc.
N/A—124-124-100%$12.4K———
Game Plan Financial Advisors, LLC
N/A—117-117-100%$11.7K———
Rogco, LP
N/A—109-109-100%$10.9K———
HFM Investment Advisors, LLC
N/A—102-102-100%$10.2K———
Franklin Resources Inc
N/A—92-92-100%$9.2K———
Continuum Advisory, LLC
N/A—57-57-100%$5.7K———
Colonial Trust Advisors
N/A—45-45-100%$4.5K———
IFG Advisory, LLC
N/A—30-30-100%$3.0K———
Vanguard Advisers Inc
N/A—18-18-100%$1.8K———
Dunhill Financial, LLC
N/A—17-17-100%$1.7K———
Imprint Wealth LLC
N/A—11-11-100%$1.1K———
Medallion Wealth Advisors, LLC
N/A—4-4-100%$401———
Hantz Financial Services, Inc.
N/A—3-3-100%$0———
JPL Wealth Management, LLC
N/A—2-2-100%$201———
Showing 398 of 398 institutions