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Gldm SA S&P 500 PR in ETF-US (GPIX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares6,974,275 from 6,075,240
Change+899,035 (+15%)
Value$389.4M (+$51.8M)
Filed 2026-11-06
Cornerstone Advisory, LLC
INCREASED
Shares1,766,592 from 1,715,359
Change+51,233 (+3%)
Value$98.6M (+$3.3M)
Filed 2026-11-06
Mission Wealth Management, LP
DECREASED
Shares1,711,617 from 2,185,375
Change-473,758 (-22%)
Value$95.6M (-$25.9M)
Filed 2026-10-15
Commonwealth Equity Services, LLC
INCREASED
Shares1,131,211 from 974,103
Change+157,108 (+16%)
Value$63.2M (+$9.0M)
Filed 2026-11-02
Parallel Advisors, LLC
INCREASED
Shares914,832 from 2,591
Change+912,241 (+35208%)
Value$51.1M (+$50.9M)
Filed 2026-11-03
Lebenthal Global Advisors, LLC
INCREASED
Shares532,188 from 79,638
Change+452,550 (+568%)
Value$29.7M (+$25.3M)
Filed 2026-10-28
HUB Investment Partners, LLC
INCREASED
Shares487,755 from 91,997
Change+395,758 (+430%)
Value$27.2M (+$22.1M)
Filed 2026-11-03
Childress Capital Advisors, LLC
INCREASED
Shares446,256 from 358,168
Change+88,088 (+25%)
Value$24.9M (+$5.0M)
Filed 2026-10-28
Choreo, LLC
INCREASED
Shares330,331 from 100,455
Change+229,876 (+229%)
Value$18.4M (+$12.9M)
Filed 2026-10-28
Ellis Investment Partners, LLC
INCREASED
Shares300,252 from 263,470
Change+36,782 (+14%)
Value$16.8M (+$2.1M)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares298,140 from 247,265
Change+50,875 (+21%)
Value$16.6M (+$2.9M)
Filed 2026-11-02
MGO One Seven LLC
INCREASED
Shares246,143 from 226,712
Change+19,431 (+9%)
Value$13.7M (+$1.1M)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares241,314 from 214,103
Change+27,211 (+13%)
Value$13.6M (+$1.6M)
Filed 2026-10-13
Jmac Enterprises LLC
INCREASED
Shares225,467 from 220,480
Change+4,987 (+2%)
Value$12.6M (+$335.7K)
Filed 2026-10-30
Truist Financial Corp
DECREASED
Shares195,586 from 216,301
Change-20,715 (-10%)
Value$10.9M (-$1.1M)
Filed 2026-10-30
Markowski Investments
INCREASED
Shares188,227 from 187,992
Change+235 (+0%)
Value$10.5M (+$62.0K)
Filed 2026-10-30
Richmond Investment Services, LLC
DECREASED
Shares145,034 from 148,647
Change-3,613 (-2%)
Value$8.1M (-$163.1K)
Filed 2026-10-29
Elmwood Wealth Management, Inc.
INCREASED
Shares137,114 from 132,082
Change+5,032 (+4%)
Value$7.7M (+$315.3K)
Filed 2026-10-14
PNC Financial Services Group, Inc.
INCREASED
Shares136,048 from 32
Change+136,016 (+425050%)
Value$7.6M (+$7.6M)
Filed 2026-11-06
Principal Financial Group Inc
NEW
Shares133,278
Change+133,278
Value$7.4M
Filed 2026-11-02
Lifestyle Asset Management, Inc.
INCREASED
Shares130,639 from 107,780
Change+22,859 (+21%)
Value$7.3M (+$1.3M)
Filed 2026-10-20
AlphaStar Capital Management, LLC
INCREASED
Shares126,424 from 126,337
Change+87 (+0%)
Value$7.1M (+$37.7K)
Filed 2026-10-16
Beacon Financial Advisory LLC
INCREASED
Shares120,034 from 67,535
Change+52,499 (+78%)
Value$6.7M (+$2.9M)
Filed 2026-10-16
Apollon Wealth Management, LLC
INCREASED
Shares116,927 from 27,722
Change+89,205 (+322%)
Value$6.5M (+$5.0M)
Filed 2026-10-23
Kennedy Investment Group, Inc.
INCREASED
Shares116,703 from 105,157
Change+11,546 (+11%)
Value$6.5M (+$671.9K)
Filed 2026-10-21
Stillwater Wealth Management Group
INCREASED
Shares116,218 from 76,080
Change+40,138 (+53%)
Value$6.5M (+$2.3M)
Filed 2026-10-21
Meridian Wealth Management, LLC
INCREASED
Shares114,721 from 32,065
Change+82,656 (+258%)
Value$6.4M (+$4.6M)
Filed 2026-11-05
Channel Wealth LLC
INCREASED
Shares112,061 from 14,025
Change+98,036 (+699%)
Value$6.3M (+$5.5M)
Filed 2026-11-06
Retirement Planning Group, LLC
INCREASED
Shares109,151 from 94,319
Change+14,832 (+16%)
Value$6.1M (+$852.6K)
Filed 2026-10-19
Davenport & Co LLC
INCREASED
Shares108,225 from 94,626
Change+13,599 (+14%)
Value$6.0M (+$783.8K)
Filed 2026-10-14
Boyce & Associates Wealth Consulting, Inc.
DECREASED
Shares107,205 from 110,235
Change-3,030 (-3%)
Value$6.0M (-$140.5K)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares106,644 from 78,587
Change+28,057 (+36%)
Value$6.0M (+$1.6M)
Filed 2026-11-02
Prota Financial, LLC
INCREASED
Shares105,471 from 104,206
Change+1,265 (+1%)
Value$5.9M (+$113.0K)
Filed 2026-10-08
TBH Global Asset Management, LLC
INCREASED
Shares105,282 from 27,736
Change+77,546 (+280%)
Value$5.5M (+$4.0M)
Filed 2026-11-03
Townsend Asset Management Corp
INCREASED
Shares103,821 from 93,952
Change+9,869 (+11%)
Value$5.8M (+$575.4K)
Filed 2026-10-29
Nikulski Financial, Inc.
NEW
Shares103,783
Change+103,783
Value$5.8M
Filed 2026-11-06
Wealthcare Advisory Partners LLC
INCREASED
Shares100,720 from 91,765
Change+8,955 (+10%)
Value$5.6M (+$523.8K)
Filed 2026-10-21
J.W. Cole Advisors, Inc.
INCREASED
Shares100,683 from 88,258
Change+12,425 (+14%)
Value$5.6M (+$716.6K)
Filed 2026-11-05
Semus Wealth Partners LLC
INCREASED
Shares98,913 from 90,432
Change+8,481 (+9%)
Value$5.5M (+$497.0K)
Filed 2026-10-22
Focused Wealth Management, Inc
INCREASED
Shares94,959 from 91,610
Change+3,349 (+4%)
Value$5.3M (+$210.8K)
Filed 2026-10-30
Whalen Wealth Management Inc.
DECREASED
Shares93,503 from 94,837
Change-1,334 (-1%)
Value$5.2M (-$49.8K)
Filed 2026-10-08
Strategic Blueprint, LLC
INCREASED
Shares86,828 from 82,268
Change+4,560 (+6%)
Value$4.8M (+$276.0K)
Filed 2026-10-22
Bank of New York Mellon Corp
INCREASED
Shares86,435 from 69,772
Change+16,663 (+24%)
Value$4.8M (+$948.4K)
Filed 2026-11-05
Cannon Advisors, Inc.
INCREASED
Shares82,224 from 76,561
Change+5,663 (+7%)
Value$4.6M (+$389.2K)
Filed 2026-10-14
Private Wealth Partners, LLC
DECREASED
Shares72,439 from 73,054
Change-615 (-1%)
Value$4.0M (-$15.3K)
Filed 2026-10-22
American National Bank of Texas
INCREASED
Shares71,595 from 64,984
Change+6,611 (+10%)
Value$4.0M (+$386.0K)
Filed 2026-10-07
Prosperity Financial Group, Inc.
INCREASED
Shares69,313 from 68,664
Change+649 (+1%)
Value$3.9M (+$54.1K)
Filed 2026-10-29
Castle Rock Wealth Management, LLC
INCREASED
Shares68,310 from 65,111
Change+3,199 (+5%)
Value$3.9M (+$267.1K)
Filed 2026-10-09
Sagespring Wealth Partners, LLC
INCREASED
Shares66,603 from 66,591
Change+12 (+0%)
Value$3.7M (+$18.0K)
Filed 2026-10-22
Founders Financial Securities LLC
INCREASED
Shares58,688 from 58,527
Change+161 (+0%)
Value$3.3M (+$24.2K)
Filed 2026-10-28
Patten & Patten Inc
INCREASED
Shares53,461 from 40,885
Change+12,576 (+31%)
Value$3.0M (+$712.7K)
Filed 2026-10-26
Avalon Capital Management
UNCHANGED
Shares51,921 from 51,921
Change0 (0%)
Value$2.9M (+$13.5K)
Filed 2026-11-04
Compass Financial Management LLC
INCREASED
Shares50,547 from 48,612
Change+1,935 (+4%)
Value$2.8M (+$106.9K)
Filed 2026-10-30
Aurora Private Wealth, Inc.
DECREASED
Shares50,351 from 56,443
Change-6,092 (-11%)
Value$2.8M (-$326.0K)
Filed 2026-10-20
High Net Worth Advisory Group LLC
INCREASED
Shares46,940 from 46,789
Change+151 (+0%)
Value$2.6M (+$20.6K)
Filed 2026-10-26
M Holdings Securities, Inc.
INCREASED
Shares45,445 from 45,223
Change+222 (+0%)
Value$2.5M (+$11.0K)
Filed 2026-11-03
Arsenal Capital Advisors LLC
NEW
Shares44,927
Change+44,927
Value$2.5M
Filed 2026-11-02
Penney Financial, LLC
INCREASED
Shares43,008 from 19,656
Change+23,352 (+119%)
Value$2.4M (+$1.3M)
Filed 2026-10-20
Perigon Wealth Management, LLC
DECREASED
Shares42,066 from 49,933
Change-7,867 (-16%)
Value$2.3M (-$426.2K)
Filed 2026-10-22
Henderson Brothers Financial Partners, LLC
INCREASED
Shares41,985 from 38,900
Change+3,085 (+8%)
Value$2.3M (+$182.3K)
Filed 2026-11-03
Financial Management Network Inc
INCREASED
Shares40,678 from 38,098
Change+2,580 (+7%)
Value$2.3M (+$176.5K)
Filed 2026-10-09
Appleton Partners Inc
INCREASED
Shares40,620 from 24,142
Change+16,478 (+68%)
Value$2.3M (+$926.0K)
Filed 2026-10-30
Cap Partners, LLC
INCREASED
Shares40,094 from 37,604
Change+2,490 (+7%)
Value$2.2M (+$148.8K)
Filed 2026-10-19
Farther Finance Advisors, LLC
INCREASED
Shares39,825 from 20,411
Change+19,414 (+95%)
Value$2.2M (+$1.1M)
Filed 2026-10-08
Thrivent Financial for Lutherans
NEW
Shares39,591
Change+39,591
Value$2.2M
Filed 2026-11-05
Milestone Asset Management, LLC
NEW
Shares38,990
Change+38,990
Value$2.2M
Filed 2026-10-15
Concurrent Investment Advisors, LLC
INCREASED
Shares38,862 from 29,182
Change+9,680 (+33%)
Value$2.2M (+$548.0K)
Filed 2026-10-16
Elevation Point Wealth Partners, LLC
DECREASED
Shares37,034 from 182,478
Change-145,444 (-80%)
Value$2.1M (-$8.1M)
Filed 2026-11-05
Investment Planning Advisors, Inc.
DECREASED
Shares35,993 from 36,099
Change-106 (0%)
Value$2.0M (+$3.5K)
Filed 2026-10-14
Mayfair Advisory Group, LLC
INCREASED
Shares35,885 from 25,465
Change+10,420 (+41%)
Value$2.0M (+$608.5K)
Filed 2026-10-20
Frederick Financial Consultants, LLC
INCREASED
Shares35,791 from 31,634
Change+4,157 (+13%)
Value$2.0M (+$240.3K)
Filed 2026-10-29
Meridian Financial Partners LLC
INCREASED
Shares35,746 from 28,495
Change+7,251 (+25%)
Value$2.0M (+$425.0K)
Filed 2026-10-23
Clay Northam Wealth Management, LLC
INCREASED
Shares34,865 from 34,315
Change+550 (+2%)
Value$1.9M (+$39.6K)
Filed 2026-10-13
Winnacle Wealth LLC
INCREASED
Shares31,928 from 24,827
Change+7,101 (+29%)
Value$1.8M (+$403.0K)
Filed 2026-10-15
Avidian Wealth Enterprises, LLC
INCREASED
Shares31,521 from 15,742
Change+15,779 (+100%)
Value$1.8M (+$885.1K)
Filed 2026-10-08
Independent Financial Group, LLC
INCREASED
Shares30,647 from 7,403
Change+23,244 (+314%)
Value$1.7M (+$1.3M)
Filed 2026-10-13
Legacy Capital Wealth Partners, LLC
INCREASED
Shares30,072 from 28,356
Change+1,716 (+6%)
Value$1.7M (+$103.1K)
Filed 2026-10-21
Prospera Financial Services Inc
INCREASED
Shares28,879 from 6,265
Change+22,614 (+361%)
Value$1.6M (+$1.2M)
Filed 2026-11-04
Nfsg Corp
INCREASED
Shares27,907 from 24,586
Change+3,321 (+14%)
Value$1.6M (+$191.8K)
Filed 2026-10-15
Dynamic Advisor Solutions LLC
INCREASED
Shares27,572 from 17,637
Change+9,935 (+56%)
Value$1.5M (+$559.2K)
Filed 2026-10-13
Joseph P. Lucia & Associates, LLC
DECREASED
Shares27,032 from 27,827
Change-795 (-3%)
Value$1.5M (-$37.1K)
Filed 2026-10-30
Occidental Asset Management, LLC
INCREASED
Shares25,959 from 19,369
Change+6,590 (+34%)
Value$1.4M (+$373.0K)
Filed 2026-11-05
Tactive Advisors, LLC
NEW
Shares25,922
Change+25,922
Value$1.4M
Filed 2026-10-08
Cornerstone Wealth Management, LLC
INCREASED
Shares25,621 from 19,736
Change+5,885 (+30%)
Value$1.4M (+$333.7K)
Filed 2026-11-04
Moors & Cabot, Inc.
INCREASED
Shares25,262 from 24,441
Change+821 (+3%)
Value$1.4M (+$52.2K)
Filed 2026-11-06
OpenArc Corporate Advisory, LLC
INCREASED
Shares24,289 from 24,031
Change+258 (+1%)
Value$1.4M (+$20.7K)
Filed 2026-10-21
Meadowbrook Wealth Management, LLC
INCREASED
Shares24,005 from 22,838
Change+1,167 (+5%)
Value$1.3M (+$81.6K)
Filed 2026-10-08
Tenet Wealth Partners, LLC
INCREASED
Shares23,484 from 19,534
Change+3,950 (+20%)
Value$1.3M (+$239.9K)
Filed 2026-10-19
NBZ Investment Advisors LLC
NEW
Shares22,623
Change+22,623
Value$1.3M
Filed 2026-10-30
Nautilus Advisors LLC
INCREASED
Shares22,353 from 21,456
Change+897 (+4%)
Value$1.2M (+$52.8K)
Filed 2026-10-07
Howard Financial Services, Ltd.
INCREASED
Shares21,957 from 21,886
Change+71 (+0%)
Value$1.2M (+$9.7K)
Filed 2026-10-15
Insight Wealth Strategies, LLC
INCREASED
Shares21,749 from 13,158
Change+8,591 (+65%)
Value$1.2M (+$489.1K)
Filed 2026-10-09
Kingswood Wealth Advisors, LLC
INCREASED
Shares21,507 from 14,704
Change+6,803 (+46%)
Value$1.2M (+$383.6K)
Filed 2026-10-23
Ulland Investment Advisors, LLC
INCREASED
Shares21,246 from 19,227
Change+2,019 (+11%)
Value$1.2M (+$1.2M)
Filed 2026-10-13
Herold Advisors, Inc.
INCREASED
Shares20,531 from 20,034
Change+497 (+2%)
Value$1.1M (+$33.3K)
Filed 2026-10-19
Cora Capital Advisors LLC
NEW
Shares20,500
Change+20,500
Value$1.1M
Filed 2026-11-02
Nations Financial Group Inc,
INCREASED
Shares20,341 from 15,375
Change+4,966 (+32%)
Value$1.1M (+$281.2K)
Filed 2026-11-05
Wedbush Securities Inc
INCREASED
Shares20,004 from 17,049
Change+2,955 (+17%)
Value$1.1M (+$170.0K)
Filed 2026-10-22
Bayshore Capital Advisors, LLC
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$1.1M (+$5.2K)
Filed 2026-11-02
Balboa Wealth Partners
INCREASED
Shares19,722 from 19,113
Change+609 (+3%)
Value$1.1M (+$39.0K)
Filed 2026-10-20
Prime Capital Investment Advisors, LLC
INCREASED
Shares19,393 from 14,982
Change+4,411 (+29%)
Value$1.1M (+$250.1K)
Filed 2026-10-20
Gilliland Jeter Wealth Management LLC
INCREASED
Shares19,059 from 18,990
Change+69 (+0%)
Value$1.1M (+$8.8K)
Filed 2026-10-28
Madrid Wealth Management, LLC
DECREASED
Shares17,550 from 21,550
Change-4,000 (-19%)
Value$979.8K (-$217.7K)
Filed 2026-10-23
Beese Fulmer Investment Management, Inc.
INCREASED
Shares16,598 from 9,229
Change+7,369 (+80%)
Value$926.7K (+$413.8K)
Filed 2026-10-23
TrustBank
INCREASED
Shares16,550 from 13,476
Change+3,074 (+23%)
Value$924.0K (+$175.1K)
Filed 2026-10-20
Autumn Glory Partners, LLC
UNCHANGED
Shares16,335 from 16,335
Change0 (0%)
Value$912.0K (+$4.2K)
Filed 2026-10-26
Canvas Wealth Advisors, LLC
INCREASED
Shares15,960 from 11,586
Change+4,374 (+38%)
Value$894.7K (+$250.9K)
Filed 2026-11-02
Princeton Global Asset Management LLC
INCREASED
Shares15,732 from 15,113
Change+619 (+4%)
Value$878.3K (+$38.5K)
Filed 2026-10-21
GKV Capital Management Co., Inc.
DECREASED
Shares15,330 from 19,004
Change-3,674 (-19%)
Value$855.9K (-$200.2K)
Filed 2026-11-06
Tortuga Wealth Management, Inc
DECREASED
Shares14,927 from 15,886
Change-959 (-6%)
Value$834.5K (-$48.4K)
Filed 2026-10-27
Signature Estate & Investment Advisors LLC
NEW
Shares14,909
Change+14,909
Value$832.4K
Filed 2026-10-13
Next Level Private LLC
INCREASED
Shares14,870 from 14,486
Change+384 (+3%)
Value$830.2K (+$25.2K)
Filed 2026-10-20
Partners Wealth Management, LLC
NEW
Shares14,369
Change+14,369
Value$802.2K
Filed 2026-10-28
Guided Capital Wealth Management, LLC
INCREASED
Shares14,234 from 13,071
Change+1,163 (+9%)
Value$794.7K (+$68.3K)
Filed 2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED
Shares13,465 from 3,555
Change+9,910 (+279%)
Value$751.8K (+$554.2K)
Filed 2026-11-03
Cascade Investment Group, Inc.
DECREASED
Shares13,441 from 13,573
Change-132 (-1%)
Value$750.4K (-$3.8K)
Filed 2026-10-13
Vise Technologies, Inc.
INCREASED
Shares13,421 from 11,670
Change+1,751 (+15%)
Value$749.3K (+$100.8K)
Filed 2026-10-29
RFG Advisory, LLC
NEW
Shares13,359
Change+13,359
Value$745.8K
Filed 2026-11-03
Lighthouse Financial Services Inc
INCREASED
Shares13,297 from 11,057
Change+2,240 (+20%)
Value$742.4K (+$133.0K)
Filed 2026-11-02
B. Riley Wealth Advisors, Inc.
INCREASED
Shares13,229 from 10,350
Change+2,879 (+28%)
Value$738.6K (+$167.3K)
Filed 2026-10-13
NWF Advisory Services Inc.
INCREASED
Shares12,868 from 11,018
Change+1,850 (+17%)
Value$718.4K (+$106.2K)
Filed 2026-10-19
Hidden Cove Wealth Management, LLC
NEW
Shares12,788
Change+12,788
Value$714.0K
Filed 2026-10-19
Parsons Capital Management Inc
INCREASED
Shares12,631 from 10,426
Change+2,205 (+21%)
Value$705.2K (+$125.8K)
Filed 2026-10-28
LexAurum Advisors, LLC
DECREASED
Shares12,474 from 13,062
Change-588 (-4%)
Value$696.4K (-$29.4K)
Filed 2026-10-19
PMG Family Office LLC
INCREASED
Shares12,444 from 11,648
Change+796 (+7%)
Value$694.7K (+$47.5K)
Filed 2026-10-19
Salem Investment Counselors Inc
INCREASED
Shares11,925 from 10,875
Change+1,050 (+10%)
Value$665.8K (+$61.4K)
Filed 2026-10-13
Southern Financial Group, LLC
DECREASED
Shares11,853 from 24,449
Change-12,596 (-52%)
Value$661.8K (-$696.9K)
Filed 2026-10-30
Whipplewood Advisors, LLC
INCREASED
Shares11,833 from 11,294
Change+539 (+5%)
Value$660.6K (+$33.0K)
Filed 2026-10-20
Brown Wealth Management, LLC
INCREASED
Shares11,348 from 8,683
Change+2,665 (+31%)
Value$633.6K (+$151.0K)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
NEW
Shares11,114
Change+11,114
Value$620.5K
Filed 2026-11-06
Oppenheimer & Co Inc
NEW
Shares10,870
Change+10,870
Value$606.9K
Filed 2026-10-26
Private Trust Co NA
INCREASED
Shares10,812 from 7,159
Change+3,653 (+51%)
Value$603.6K (+$205.8K)
Filed 2026-10-20
Fifth Third Bancorp
INCREASED
Shares10,808 from 7,561
Change+3,247 (+43%)
Value$603.4K (+$183.2K)
Filed 2026-11-05
Wiregrass Investment Management LLC
INCREASED
Shares10,744 from 7,993
Change+2,751 (+34%)
Value$599.9K (+$155.7K)
Filed 2026-11-05
Harbor Investment Advisory, LLC
UNCHANGED
Shares10,615 from 10,615
Change0 (0%)
Value$592.6K (+$2.8K)
Filed 2026-10-13
Latitude Advisors, LLC
INCREASED
Shares10,231 from 10,058
Change+173 (+2%)
Value$571.2K (+$12.3K)
Filed 2026-10-27
Willis Johnson Wealth, Inc.
INCREASED
Shares10,144 from 9,003
Change+1,141 (+13%)
Value$566.3K (+$66.0K)
Filed 2026-11-03
Abel Hall, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$558.3K (+$2.6K)
Filed 2026-10-19
Collective Family Office LLC
DECREASED
Shares9,283 from 9,818
Change-535 (-5%)
Value$518.3K (-$27.3K)
Filed 2026-10-05
Capital Investment Advisors, LLC
INCREASED
Shares9,278 from 4,902
Change+4,376 (+89%)
Value$518.0K (+$245.6K)
Filed 2026-10-22
Axxcess Wealth Management, LLC
INCREASED
Shares9,222 from 8,882
Change+340 (+4%)
Value$514.9K (+$21.3K)
Filed 2026-10-21
Collier Financial
INCREASED
Shares9,076 from 8,090
Change+986 (+12%)
Value$506.7K (+$57.2K)
Filed 2026-11-06
GSG Advisors LLC
NEW
Shares8,936
Change+8,936
Value$498.9K
Filed 2026-11-03
Sheets Smith Wealth Management
INCREASED
Shares8,920 from 7,905
Change+1,015 (+13%)
Value$498.0K (+$58.7K)
Filed 2026-10-16
Register Financial Advisors LLC
INCREASED
Shares8,915 from 7,015
Change+1,900 (+27%)
Value$497.7K (+$107.9K)
Filed 2026-10-23
Sigma Planning Corp
INCREASED
Shares8,818 from 7,567
Change+1,251 (+17%)
Value$492.3K (+$71.8K)
Filed 2026-10-23
Quad-Cities Investment Group, LLC
DECREASED
Shares8,620 from 8,718
Change-98 (-1%)
Value$481.2K (-$3.2K)
Filed 2026-10-16
Grant Private Wealth Management Inc
INCREASED
Shares8,460 from 7,195
Change+1,265 (+18%)
Value$472.3K (+$72.5K)
Filed 2026-10-19
Jacobi Capital Management LLC
INCREASED
Shares8,382 from 7,488
Change+894 (+12%)
Value$467.9K (+$51.8K)
Filed 2026-11-05
Fisher Asset Management, LLC
NEW
Shares8,315
Change+8,315
Value$464.3K
Filed 2026-11-06
Mountain Capital Investment Advisors Inc.
DECREASED
Shares8,280 from 8,905
Change-625 (-7%)
Value$462.3K (-$32.6K)
Filed 2026-11-06
Hixon Zuercher, LLC
INCREASED
Shares8,141 from 6,259
Change+1,882 (+30%)
Value$454.5K (+$106.7K)
Filed 2026-10-13
Visionary Wealth Advisors
INCREASED
Shares7,993 from 7,718
Change+275 (+4%)
Value$446.3K (+$17.4K)
Filed 2026-11-04
Monument Capital Management
DECREASED
Shares7,891 from 9,838
Change-1,947 (-20%)
Value$440.6K (-$106.1K)
Filed 2026-10-09
Clarity Wealth Advisors, LLC
INCREASED
Shares7,700 from 6,750
Change+950 (+14%)
Value$429.9K (+$54.8K)
Filed 2026-10-21
SeaCrest Wealth Management, LLC
DECREASED
Shares7,582 from 7,682
Change-100 (-1%)
Value$423.3K (-$3.6K)
Filed 2026-10-21
Pennsylvania Capital Management Inc
UNCHANGED
Shares7,466 from 7,466
Change0 (0%)
Value$416.8K (+$1.9K)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
INCREASED
Shares7,449 from 7,096
Change+353 (+5%)
Value$415.9K (+$21.6K)
Filed 2026-10-30
Saxony Capital Management, LLC
INCREASED
Shares7,360 from 6,582
Change+778 (+12%)
Value$410.9K (+$45.2K)
Filed 2026-10-15
Daymark Wealth Partners, LLC
INCREASED
Shares7,086 from 4,396
Change+2,690 (+61%)
Value$395.6K (+$151.4K)
Filed 2026-11-04
Summit Wealth Group LLC / Co
NEW
Shares6,955
Change+6,955
Value$388.3K
Filed 2026-10-29
Northwest Financial Advisors
NEW
Shares6,863
Change+6,863
Value$383.1K
Filed 2026-10-27
Herbst Group, LLC
DECREASED
Shares6,760 from 8,009
Change-1,249 (-16%)
Value$377.4K (-$67.6K)
Filed 2026-10-20
Lanark Financial, Inc.
INCREASED
Shares6,600 from 4,939
Change+1,661 (+34%)
Value$368.5K (+$94.0K)
Filed 2026-10-26
Summit Asset Management, LLC
UNCHANGED
Shares6,551 from 6,551
Change0 (0%)
Value$365.7K (+$1.7K)
Filed 2026-11-05
Accurate Wealth Management, LLC
INCREASED
Shares6,216 from 5,650
Change+566 (+10%)
Value$350.7K (+$36.0K)
Filed 2026-10-20
Cypress Wealth Services, LLC
INCREASED
Shares6,193 from 6,175
Change+18 (+0%)
Value$348.9K (+$5.8K)
Filed 2026-10-21
Blue Trust, Inc.
INCREASED
Shares6,151 from 150
Change+6,001 (+4001%)
Value$343.4K (+$335.1K)
Filed 2026-10-15
Laurel OAK Wealth Management, LLC
INCREASED
Shares6,102 from 5,041
Change+1,061 (+21%)
Value$340.7K (+$60.5K)
Filed 2026-10-19
StoneX Group Inc.
DECREASED
Shares6,086 from 6,203
Change-117 (-2%)
Value$339.8K (-$4.9K)
Filed 2026-11-03
SeedSafe Financial LLC
NEW
Shares6,021
Change+6,021
Value$336.2K
Filed 2026-11-02
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares5,972 from 5,302
Change+670 (+13%)
Value$333.4K (+$38.8K)
Filed 2026-10-20
Earned Wealth Advisors, LLC
INCREASED
Shares5,899 from 5,776
Change+123 (+2%)
Value$329.3K (+$8.4K)
Filed 2026-11-06
Regatta Capital Group, LLC
UNCHANGED
Shares5,755 from 5,755
Change0 (0%)
Value$321.3K (+$1.5K)
Filed 2026-10-23
Argyle Capital Partners, LLC
UNCHANGED
Shares5,666 from 5,666
Change0 (0%)
Value$316.3K (+$1.5K)
Filed 2026-10-23
Oak Barrel Wealth Advisory LLC
NEW
Shares5,217
Change+5,217
Value$291.3K
Filed 2026-11-05
Kercheville Advisors, LLC
INCREASED
Shares5,120 from 4,870
Change+250 (+5%)
Value$285.9K (+$15.2K)
Filed 2026-10-19
EdgeRock Capital LLC
DECREASED
Shares5,113 from 5,122
Change-9 (0%)
Value$285.5K (+$848)
Filed 2026-11-03
Entrewealth, LLC
NEW
Shares5,080
Change+5,080
Value$283.6K
Filed 2026-10-14
Brighton Jones LLC
NEW
Shares5,025
Change+5,025
Value$280.5K
Filed 2026-11-03
International Assets Investment Management, LLC
INCREASED
Shares4,994 from 2,834
Change+2,160 (+76%)
Value$277.3K (+$121.1K)
Filed 2026-11-02
VestGen Advisors, LLC
NEW
Shares4,911
Change+4,911
Value$274.2K
Filed 2026-10-27
Focused Alpha, LLC
DECREASED
Shares4,783 from 101,643
Change-96,860 (-95%)
Value$267.0K (-$5.4M)
Filed 2026-10-20
Ignite Planners, LLC
INCREASED
Shares4,651 from 4,618
Change+33 (+1%)
Value$259.7K (+$3.0K)
Filed 2026-10-14
Dahring | Cusmano LLC
NEW
Shares4,367
Change+4,367
Value$243.8K
Filed 2026-11-03
Total Clarity Wealth Management, Inc.
NEW
Shares4,345
Change+4,345
Value$242.6K
Filed 2026-10-26
Creative Planning
DECREASED
Shares4,303 from 5,239
Change-936 (-18%)
Value$240.3K (-$50.8K)
Filed 2026-11-02
Tectonic Advisors LLC
NEW
Shares4,225
Change+4,225
Value$235.9K
Filed 2026-10-22
First Business Financial Services, Inc.
UNCHANGED
Shares4,076 from 4,076
Change0 (0%)
Value$227.6K (+$1.1K)
Filed 2026-10-29
Sentinel Advisory Group, LLC
NEW
Shares4,057
Change+4,057
Value$226.5K
Filed 2026-10-20
Alessandra Capital Management, LLC
UNCHANGED
Shares3,975 from 3,975
Change0 (0%)
Value$221.9K (+$1.0K)
Filed 2026-10-30
Patriot Financial Group Insurance Agency, LLC
NEW
Shares3,900
Change+3,900
Value$217.8K
Filed 2026-10-14
Richards, Merrill & Peterson, Inc.
INCREASED
Shares3,840 from 3,814
Change+26 (+1%)
Value$214.4K (+$2.4K)
Filed 2026-10-19
US Bancorp \de\
INCREASED
Shares3,816 from 2,925
Change+891 (+30%)
Value$213.0K (+$50.5K)
Filed 2026-11-05
Physician Wealth Advisors, Inc.
DECREASED
Shares3,700 from 4,234
Change-534 (-13%)
Value$206.6K (-$28.7K)
Filed 2026-10-20
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares3,566 from 1,566
Change+2,000 (+128%)
Value$199.1K (+$112.1K)
Filed 2026-10-07
GGM Financial LLC
INCREASED
Shares3,323 from 3,114
Change+209 (+7%)
Value$185.5K (+$12.5K)
Filed 2026-11-05
Larson Financial Group LLC
INCREASED
Shares2,788 from 20
Change+2,768 (+13840%)
Value$155.7K (+$154.5K)
Filed 2026-11-05
Essential Investment Partners LLC
NEW
Shares2,644
Change+2,644
Value$147.6K
Filed 2026-10-27
Activest Wealth Management
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$122.8K (+$572)
Filed 2026-10-15
Miller Global Investments, LLC
NEW
Shares2,000
Change+2,000
Value$111.7K
Filed 2026-10-02
Redwood Park Advisors LLC
UNCHANGED
Shares1,098 from 1,098
Change0 (0%)
Value$61.3K (+$286)
Filed 2026-11-02
Western Pacific Wealth Management, LP
DECREASED
Shares874 from 1,400
Change-526 (-38%)
Value$48.8K (-$29.0K)
Filed 2026-10-16
Gilpin Wealth Management, LLC
UNCHANGED
Shares779 from 779
Change0 (0%)
Value$43.5K (+$202)
Filed 2026-10-09
CoreCap Advisors, LLC
INCREASED
Shares772 from 719
Change+53 (+7%)
Value$43.1K (+$3.2K)
Filed 2026-10-08
Manchester Capital Management LLC
UNCHANGED
Shares576 from 576
Change0 (0%)
Value$32.2K (+$150)
Filed 2026-10-22
Wolff Wiese Magana LLC
INCREASED
Shares507 from 501
Change+6 (+1%)
Value$28.3K (+$417)
Filed 2026-10-15
Capital Advisors, Ltd. LLC
NEW
Shares359
Change+359
Value$20.0K
Filed 2026-10-27
IFP Advisors, Inc
INCREASED
Shares347 from 196
Change+151 (+77%)
Value$19.4K (+$8.5K)
Filed 2026-10-16
Rossby Financial, LCC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$16.7K (+$78)
Filed 2026-11-05
Birchbrook, Inc.
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$16.2K (+$75)
Filed 2026-10-14
Planning Strategies Inc.
UNCHANGED
Shares239 from 239
Change0 (0%)
Value$13.3K (+$62)
Filed 2026-10-02
Allspring Global Investments Holdings, LLC
NEW
Shares235
Change+235
Value$13.1K
Filed 2026-11-04
Center for Financial Planning, Inc.
NEW
Shares188
Change+188
Value$10.5K
Filed 2026-10-26
Silver Grove Financial Group, Inc.
UNCHANGED
Shares119 from 119
Change0 (0%)
Value$6.6K (+$31)
Filed 2026-11-05
Madden Securities Corp
NEW
Shares100
Change+100
Value$5.6K
Filed 2026-10-27
Signaturefd, LLC
INCREASED
Shares97 from 96
Change+1 (+1%)
Value$5.4K (+$100)
Filed 2026-10-23
Noble Wealth Management PBC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$4.5K (+$20)
Filed 2026-10-01
Assetmark, Inc
DECREASED
Shares56 from 176
Change-120 (-68%)
Value$3.1K (-$6.7K)
Filed 2026-10-21
Root Financial Partners, LLC
NEW
Shares53
Change+53
Value$3.0K
Filed 2026-10-21
Ascentis Independent Advisors
NEW
Shares50
Change+50
Value$2.8K
Filed 2026-11-03
Triumph Capital Management
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$2.8K (+$14)
Filed 2026-10-14
Coston, McIsaac & Partners
NEW
Shares44
Change+44
Value$2.5K
Filed 2026-11-06
Aspect Partners, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.1K (+$6)
Filed 2026-10-20
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$112 ($0)
Filed 2026-10-23
3Edge Asset Management, LP
CLOSED
Shares0 from 45,880
Change-45,880 (-100%)
Value$0 (-$2.5M)
Filed 2026-10-30
Smart Wealth LLC
CLOSED
Shares0 from 44,456
Change-44,456 (-100%)
Value$0 (-$2.5M)
Filed 2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 12,124
Change-12,124 (-100%)
Value$0 (-$673.7K)
Filed 2026-10-14
Encompass More Asset Management
CLOSED
Shares0 from 11,046
Change-11,046 (-100%)
Value$0 (-$613.8K)
Filed 2026-10-16
Soundwatch Capital LLC
CLOSED
Shares0 from 7,408
Change-7,408 (-100%)
Value$0 (-$411.7K)
Filed 2026-11-04
Jefferies Financial Group Inc.
CLOSED
Shares0 from 6,340
Change-6,340 (-100%)
Value$0 (-$352.3K)
Filed 2026-11-05
Sowell Financial Services LLC
CLOSED
Shares0 from 5,028
Change-5,028 (-100%)
Value$0 (-$279.4K)
Filed 2026-10-23
World Equity Group, Inc.
CLOSED
Shares0 from 4,784
Change-4,784 (-100%)
Value$0 (-$265.8K)
Filed 2026-10-14
Sovran Advisors, LLC
CLOSED
Shares0 from 4,373
Change-4,373 (-100%)
Value$0 (-$237.1K)
Filed 2026-11-02
Symphony Financial, Ltd. Co.
CLOSED
Shares0 from 4,250
Change-4,250 (-100%)
Value$0 (-$236.2K)
Filed 2026-10-22
Steinberganna Wealth Management
CLOSED
Shares0 from 4,041
Change-4,041 (-100%)
Value$0 (-$224.6K)
Filed 2026-10-23
Simplex Trading, LLC
CLOSED
Shares0 from 947
Change-947 (-100%)
Value$0 (-$52.6K)
Filed 2026-11-04
Tsfg, LLC
CLOSED
Shares0 from 817
Change-817 (-100%)
Value$0 (-$45.0K)
Filed 2026-10-23
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 617
Change-617 (-100%)
Value$0 (-$34.3K)
Filed 2026-11-06
Russell Investments Group, Ltd.
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$111)
Filed 2026-11-06
Bank of America Corp
N/A
Shares— from 4,551,025
Change-4,551,025 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,380,981
Change-2,380,981 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 2,294,749
Change-2,294,749 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 2,197,203
Change-2,197,203 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 1,584,564
Change-1,584,564 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,580,262
Change-1,580,262 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 1,026,659
Change-1,026,659 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 916,992
Change-916,992 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 808,515
Change-808,515 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 765,288
Change-765,288 (-100%)
Value—
UBS Group AG
N/A
Shares— from 743,831
Change-743,831 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 701,978
Change-701,978 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 633,359
Change-633,359 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 549,728
Change-549,728 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 547,354
Change-547,354 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 490,051
Change-490,051 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 434,673
Change-434,673 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 426,110
Change-426,110 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 400,098
Change-400,098 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 396,389
Change-396,389 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 390,965
Change-390,965 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 304,548
Change-304,548 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 284,593
Change-284,593 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 254,257
Change-254,257 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 225,034
Change-225,034 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 224,343
Change-224,343 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 214,500
Change-214,500 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 190,194
Change-190,194 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 182,298
Change-182,298 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 171,766
Change-171,766 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 161,253
Change-161,253 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 150,834
Change-150,834 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 146,200
Change-146,200 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 142,510
Change-142,510 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 134,102
Change-134,102 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 130,861
Change-130,861 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 124,785
Change-124,785 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 120,167
Change-120,167 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 113,158
Change-113,158 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 110,397
Change-110,397 (-100%)
Value—
American Alpha Advisors, LLC
N/A
Shares— from 109,221
Change-109,221 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 99,334
Change-99,334 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 95,717
Change-95,717 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 91,876
Change-91,876 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 89,270
Change-89,270 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 84,458
Change-84,458 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 81,808
Change-81,808 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 79,621
Change-79,621 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 78,162
Change-78,162 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 74,999
Change-74,999 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 70,800
Change-70,800 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 69,582
Change-69,582 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 68,093
Change-68,093 (-100%)
Value—
Invst, LLC
N/A
Shares— from 67,553
Change-67,553 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 65,367
Change-65,367 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 61,903
Change-61,903 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 60,182
Change-60,182 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 58,577
Change-58,577 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 53,419
Change-53,419 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 53,296
Change-53,296 (-100%)
Value—
Potentia Wealth
N/A
Shares— from 51,325
Change-51,325 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 46,380
Change-46,380 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 43,317
Change-43,317 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 40,405
Change-40,405 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 40,213
Change-40,213 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 39,884
Change-39,884 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 39,824
Change-39,824 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 39,148
Change-39,148 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 38,619
Change-38,619 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 37,864
Change-37,864 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 31,420
Change-31,420 (-100%)
Value—
Stephens Inc
N/A
Shares— from 30,311
Change-30,311 (-100%)
Value—
&partners
N/A
Shares— from 29,231
Change-29,231 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 25,724
Change-25,724 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 24,930
Change-24,930 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 24,886
Change-24,886 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 24,752
Change-24,752 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 24,013
Change-24,013 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 22,744
Change-22,744 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 22,258
Change-22,258 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 20,821
Change-20,821 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 19,261
Change-19,261 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 18,920
Change-18,920 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 17,910
Change-17,910 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 17,479
Change-17,479 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 17,179
Change-17,179 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 16,271
Change-16,271 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 15,369
Change-15,369 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 14,988
Change-14,988 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 14,854
Change-14,854 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 13,819
Change-13,819 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 13,682
Change-13,682 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 13,476
Change-13,476 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 12,964
Change-12,964 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 12,609
Change-12,609 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 12,201
Change-12,201 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 12,074
Change-12,074 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 12,068
Change-12,068 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 11,772
Change-11,772 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 10,698
Change-10,698 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 9,564
Change-9,564 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 9,345
Change-9,345 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 8,819
Change-8,819 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 8,583
Change-8,583 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 8,580
Change-8,580 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 8,336
Change-8,336 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 7,949
Change-7,949 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 7,814
Change-7,814 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 7,771
Change-7,771 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 6,850
Change-6,850 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 6,757
Change-6,757 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 6,645
Change-6,645 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 6,572
Change-6,572 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 6,528
Change-6,528 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 6,528
Change-6,528 (-100%)
Value—
Betterment LLC
N/A
Shares— from 6,484
Change-6,484 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 6,311
Change-6,311 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 6,180
Change-6,180 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 6,138
Change-6,138 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 5,889
Change-5,889 (-100%)
Value—
Synergy Financial Group, LTD
N/A
Shares— from 5,691
Change-5,691 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 5,536
Change-5,536 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 5,093
Change-5,093 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 4,821
Change-4,821 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 4,800
Change-4,800 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 4,576
Change-4,576 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 4,535
Change-4,535 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 4,464
Change-4,464 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 4,307
Change-4,307 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 4,278
Change-4,278 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 4,257
Change-4,257 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 4,050
Change-4,050 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 3,998
Change-3,998 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 3,909
Change-3,909 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 3,763
Change-3,763 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 3,732
Change-3,732 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 3,680
Change-3,680 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 3,593
Change-3,593 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 2,428
Change-2,428 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,149
Change-2,149 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 754
Change-754 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 609
Change-609 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 566
Change-566 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 400
Change-400 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 334
Change-334 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 311
Change-311 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 280
Change-280 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 210
Change-210 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 200
Change-200 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 200
Change-200 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 113
Change-113 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 36
Change-36 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 31
Change-31 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 27
Change-27 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 15
Change-15 (-100%)
Value—
Status
LPL Financial LLC
INCREASED6,974,2756,075,240+899,035+15%$337.6M$389.4M+$51.8M2026-11-06
Cornerstone Advisory, LLC
INCREASED1,766,5921,715,359+51,233+3%$95.3M$98.6M+$3.3M2026-11-06
Mission Wealth Management, LP
DECREASED1,711,6172,185,375-473,758-22%$121.4M$95.6M-$25.9M2026-10-15
Commonwealth Equity Services, LLC
INCREASED1,131,211974,103+157,108+16%$54.1M$63.2M+$9.0M2026-11-02
Parallel Advisors, LLC
INCREASED914,8322,591+912,241+35208%$144.0K$51.1M+$50.9M2026-11-03
Lebenthal Global Advisors, LLC
INCREASED532,18879,638+452,550+568%$4.4M$29.7M+$25.3M2026-10-28
HUB Investment Partners, LLC
INCREASED487,75591,997+395,758+430%$5.1M$27.2M+$22.1M2026-11-03
Childress Capital Advisors, LLC
INCREASED446,256358,168+88,088+25%$19.9M$24.9M+$5.0M2026-10-28
Choreo, LLC
INCREASED330,331100,455+229,876+229%$5.6M$18.4M+$12.9M2026-10-28
Ellis Investment Partners, LLC
INCREASED300,252263,470+36,782+14%$14.6M$16.8M+$2.1M2026-10-21
Kestra Advisory Services, LLC
INCREASED298,140247,265+50,875+21%$13.7M$16.6M+$2.9M2026-11-02
MGO One Seven LLC
INCREASED246,143226,712+19,431+9%$12.6M$13.7M+$1.1M2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED241,314214,103+27,211+13%$11.9M$13.6M+$1.6M2026-10-13
Jmac Enterprises LLC
INCREASED225,467220,480+4,987+2%$12.3M$12.6M+$335.7K2026-10-30
Truist Financial Corp
DECREASED195,586216,301-20,715-10%$12.0M$10.9M-$1.1M2026-10-30
Markowski Investments
INCREASED188,227187,992+235+0%$10.4M$10.5M+$62.0K2026-10-30
Richmond Investment Services, LLC
DECREASED145,034148,647-3,613-2%$8.3M$8.1M-$163.1K2026-10-29
Elmwood Wealth Management, Inc.
INCREASED137,114132,082+5,032+4%$7.3M$7.7M+$315.3K2026-10-14
PNC Financial Services Group, Inc.
INCREASED136,04832+136,016+425050%$1.8K$7.6M+$7.6M2026-11-06
Principal Financial Group Inc
NEW133,278—+133,278——$7.4M—2026-11-02
Lifestyle Asset Management, Inc.
INCREASED130,639107,780+22,859+21%$6.0M$7.3M+$1.3M2026-10-20
AlphaStar Capital Management, LLC
INCREASED126,424126,337+87+0%$7.0M$7.1M+$37.7K2026-10-16
Beacon Financial Advisory LLC
INCREASED120,03467,535+52,499+78%$3.8M$6.7M+$2.9M2026-10-16
Apollon Wealth Management, LLC
INCREASED116,92727,722+89,205+322%$1.5M$6.5M+$5.0M2026-10-23
Kennedy Investment Group, Inc.
INCREASED116,703105,157+11,546+11%$5.8M$6.5M+$671.9K2026-10-21
Stillwater Wealth Management Group
INCREASED116,21876,080+40,138+53%$4.2M$6.5M+$2.3M2026-10-21
Meridian Wealth Management, LLC
INCREASED114,72132,065+82,656+258%$1.8M$6.4M+$4.6M2026-11-05
Channel Wealth LLC
INCREASED112,06114,025+98,036+699%$779.4K$6.3M+$5.5M2026-11-06
Retirement Planning Group, LLC
INCREASED109,15194,319+14,832+16%$5.2M$6.1M+$852.6K2026-10-19
Davenport & Co LLC
INCREASED108,22594,626+13,599+14%$5.3M$6.0M+$783.8K2026-10-14
Boyce & Associates Wealth Consulting, Inc.
DECREASED107,205110,235-3,030-3%$6.1M$6.0M-$140.5K2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED106,64478,587+28,057+36%$4.4M$6.0M+$1.6M2026-11-02
Prota Financial, LLC
INCREASED105,471104,206+1,265+1%$5.7M$5.9M+$113.0K2026-10-08
TBH Global Asset Management, LLC
INCREASED105,28227,736+77,546+280%$1.5M$5.5M+$4.0M2026-11-03
Townsend Asset Management Corp
INCREASED103,82193,952+9,869+11%$5.2M$5.8M+$575.4K2026-10-29
Nikulski Financial, Inc.
NEW103,783—+103,783——$5.8M—2026-11-06
Wealthcare Advisory Partners LLC
INCREASED100,72091,765+8,955+10%$5.1M$5.6M+$523.8K2026-10-21
J.W. Cole Advisors, Inc.
INCREASED100,68388,258+12,425+14%$4.9M$5.6M+$716.6K2026-11-05
Semus Wealth Partners LLC
INCREASED98,91390,432+8,481+9%$5.0M$5.5M+$497.0K2026-10-22
Focused Wealth Management, Inc
INCREASED94,95991,610+3,349+4%$5.1M$5.3M+$210.8K2026-10-30
Whalen Wealth Management Inc.
DECREASED93,50394,837-1,334-1%$5.3M$5.2M-$49.8K2026-10-08
Strategic Blueprint, LLC
INCREASED86,82882,268+4,560+6%$4.6M$4.8M+$276.0K2026-10-22
Bank of New York Mellon Corp
INCREASED86,43569,772+16,663+24%$3.9M$4.8M+$948.4K2026-11-05
Cannon Advisors, Inc.
INCREASED82,22476,561+5,663+7%$4.2M$4.6M+$389.2K2026-10-14
Private Wealth Partners, LLC
DECREASED72,43973,054-615-1%$4.1M$4.0M-$15.3K2026-10-22
American National Bank of Texas
INCREASED71,59564,984+6,611+10%$3.6M$4.0M+$386.0K2026-10-07
Prosperity Financial Group, Inc.
INCREASED69,31368,664+649+1%$3.8M$3.9M+$54.1K2026-10-29
Castle Rock Wealth Management, LLC
INCREASED68,31065,111+3,199+5%$3.6M$3.9M+$267.1K2026-10-09
Sagespring Wealth Partners, LLC
INCREASED66,60366,591+12+0%$3.7M$3.7M+$18.0K2026-10-22
Founders Financial Securities LLC
INCREASED58,68858,527+161+0%$3.3M$3.3M+$24.2K2026-10-28
Patten & Patten Inc
INCREASED53,46140,885+12,576+31%$2.3M$3.0M+$712.7K2026-10-26
Avalon Capital Management
UNCHANGED51,92151,92100%$2.9M$2.9M+$13.5K2026-11-04
Compass Financial Management LLC
INCREASED50,54748,612+1,935+4%$2.7M$2.8M+$106.9K2026-10-30
Aurora Private Wealth, Inc.
DECREASED50,35156,443-6,092-11%$3.1M$2.8M-$326.0K2026-10-20
High Net Worth Advisory Group LLC
INCREASED46,94046,789+151+0%$2.6M$2.6M+$20.6K2026-10-26
M Holdings Securities, Inc.
INCREASED45,44545,223+222+0%$2.5M$2.5M+$11.0K2026-11-03
Arsenal Capital Advisors LLC
NEW44,927—+44,927——$2.5M—2026-11-02
Penney Financial, LLC
INCREASED43,00819,656+23,352+119%$1.1M$2.4M+$1.3M2026-10-20
Perigon Wealth Management, LLC
DECREASED42,06649,933-7,867-16%$2.8M$2.3M-$426.2K2026-10-22
Henderson Brothers Financial Partners, LLC
INCREASED41,98538,900+3,085+8%$2.2M$2.3M+$182.3K2026-11-03
Financial Management Network Inc
INCREASED40,67838,098+2,580+7%$2.1M$2.3M+$176.5K2026-10-09
Appleton Partners Inc
INCREASED40,62024,142+16,478+68%$1.3M$2.3M+$926.0K2026-10-30
Cap Partners, LLC
INCREASED40,09437,604+2,490+7%$2.1M$2.2M+$148.8K2026-10-19
Farther Finance Advisors, LLC
INCREASED39,82520,411+19,414+95%$1.1M$2.2M+$1.1M2026-10-08
Thrivent Financial for Lutherans
NEW39,591—+39,591——$2.2M—2026-11-05
Milestone Asset Management, LLC
NEW38,990—+38,990——$2.2M—2026-10-15
Concurrent Investment Advisors, LLC
INCREASED38,86229,182+9,680+33%$1.6M$2.2M+$548.0K2026-10-16
Elevation Point Wealth Partners, LLC
DECREASED37,034182,478-145,444-80%$10.1M$2.1M-$8.1M2026-11-05
Investment Planning Advisors, Inc.
DECREASED35,99336,099-1060%$2.0M$2.0M+$3.5K2026-10-14
Mayfair Advisory Group, LLC
INCREASED35,88525,465+10,420+41%$1.4M$2.0M+$608.5K2026-10-20
Frederick Financial Consultants, LLC
INCREASED35,79131,634+4,157+13%$1.8M$2.0M+$240.3K2026-10-29
Meridian Financial Partners LLC
INCREASED35,74628,495+7,251+25%$1.6M$2.0M+$425.0K2026-10-23
Clay Northam Wealth Management, LLC
INCREASED34,86534,315+550+2%$1.9M$1.9M+$39.6K2026-10-13
Winnacle Wealth LLC
INCREASED31,92824,827+7,101+29%$1.4M$1.8M+$403.0K2026-10-15
Avidian Wealth Enterprises, LLC
INCREASED31,52115,742+15,779+100%$874.8K$1.8M+$885.1K2026-10-08
Independent Financial Group, LLC
INCREASED30,6477,403+23,244+314%$411.4K$1.7M+$1.3M2026-10-13
Legacy Capital Wealth Partners, LLC
INCREASED30,07228,356+1,716+6%$1.6M$1.7M+$103.1K2026-10-21
Prospera Financial Services Inc
INCREASED28,8796,265+22,614+361%$348.2K$1.6M+$1.2M2026-11-04
Nfsg Corp
INCREASED27,90724,586+3,321+14%$1.4M$1.6M+$191.8K2026-10-15
Dynamic Advisor Solutions LLC
INCREASED27,57217,637+9,935+56%$980.1K$1.5M+$559.2K2026-10-13
Joseph P. Lucia & Associates, LLC
DECREASED27,03227,827-795-3%$1.5M$1.5M-$37.1K2026-10-30
Occidental Asset Management, LLC
INCREASED25,95919,369+6,590+34%$1.1M$1.4M+$373.0K2026-11-05
Tactive Advisors, LLC
NEW25,922—+25,922——$1.4M—2026-10-08
Cornerstone Wealth Management, LLC
INCREASED25,62119,736+5,885+30%$1.1M$1.4M+$333.7K2026-11-04
Moors & Cabot, Inc.
INCREASED25,26224,441+821+3%$1.4M$1.4M+$52.2K2026-11-06
OpenArc Corporate Advisory, LLC
INCREASED24,28924,031+258+1%$1.3M$1.4M+$20.7K2026-10-21
Meadowbrook Wealth Management, LLC
INCREASED24,00522,838+1,167+5%$1.3M$1.3M+$81.6K2026-10-08
Tenet Wealth Partners, LLC
INCREASED23,48419,534+3,950+20%$1.1M$1.3M+$239.9K2026-10-19
NBZ Investment Advisors LLC
NEW22,623—+22,623——$1.3M—2026-10-30
Nautilus Advisors LLC
INCREASED22,35321,456+897+4%$1.2M$1.2M+$52.8K2026-10-07
Howard Financial Services, Ltd.
INCREASED21,95721,886+71+0%$1.2M$1.2M+$9.7K2026-10-15
Insight Wealth Strategies, LLC
INCREASED21,74913,158+8,591+65%$725.2K$1.2M+$489.1K2026-10-09
Kingswood Wealth Advisors, LLC
INCREASED21,50714,704+6,803+46%$817.1K$1.2M+$383.6K2026-10-23
Ulland Investment Advisors, LLC
INCREASED21,24619,227+2,019+11%$1.1K$1.2M+$1.2M2026-10-13
Herold Advisors, Inc.
INCREASED20,53120,034+497+2%$1.1M$1.1M+$33.3K2026-10-19
Cora Capital Advisors LLC
NEW20,500—+20,500——$1.1M—2026-11-02
Nations Financial Group Inc,
INCREASED20,34115,375+4,966+32%$854.4K$1.1M+$281.2K2026-11-05
Wedbush Securities Inc
INCREASED20,00417,049+2,955+17%$947.0K$1.1M+$170.0K2026-10-22
Bayshore Capital Advisors, LLC
UNCHANGED20,00020,00000%$1.1M$1.1M+$5.2K2026-11-02
Balboa Wealth Partners
INCREASED19,72219,113+609+3%$1.1M$1.1M+$39.0K2026-10-20
Prime Capital Investment Advisors, LLC
INCREASED19,39314,982+4,411+29%$832.5K$1.1M+$250.1K2026-10-20
Gilliland Jeter Wealth Management LLC
INCREASED19,05918,990+69+0%$1.1M$1.1M+$8.8K2026-10-28
Madrid Wealth Management, LLC
DECREASED17,55021,550-4,000-19%$1.2M$979.8K-$217.7K2026-10-23
Beese Fulmer Investment Management, Inc.
INCREASED16,5989,229+7,369+80%$512.9K$926.7K+$413.8K2026-10-23
TrustBank
INCREASED16,55013,476+3,074+23%$748.9K$924.0K+$175.1K2026-10-20
Autumn Glory Partners, LLC
UNCHANGED16,33516,33500%$907.7K$912.0K+$4.2K2026-10-26
Canvas Wealth Advisors, LLC
INCREASED15,96011,586+4,374+38%$643.8K$894.7K+$250.9K2026-11-02
Princeton Global Asset Management LLC
INCREASED15,73215,113+619+4%$839.8K$878.3K+$38.5K2026-10-21
GKV Capital Management Co., Inc.
DECREASED15,33019,004-3,674-19%$1.1M$855.9K-$200.2K2026-11-06
Tortuga Wealth Management, Inc
DECREASED14,92715,886-959-6%$882.9K$834.5K-$48.4K2026-10-27
Signature Estate & Investment Advisors LLC
NEW14,909—+14,909——$832.4K—2026-10-13
Next Level Private LLC
INCREASED14,87014,486+384+3%$805.0K$830.2K+$25.2K2026-10-20
Partners Wealth Management, LLC
NEW14,369—+14,369——$802.2K—2026-10-28
Guided Capital Wealth Management, LLC
INCREASED14,23413,071+1,163+9%$726.4K$794.7K+$68.3K2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED13,4653,555+9,910+279%$197.6K$751.8K+$554.2K2026-11-03
Cascade Investment Group, Inc.
DECREASED13,44113,573-132-1%$754.2K$750.4K-$3.8K2026-10-13
Vise Technologies, Inc.
INCREASED13,42111,670+1,751+15%$648.5K$749.3K+$100.8K2026-10-29
RFG Advisory, LLC
NEW13,359—+13,359——$745.8K—2026-11-03
Lighthouse Financial Services Inc
INCREASED13,29711,057+2,240+20%$609.4K$742.4K+$133.0K2026-11-02
B. Riley Wealth Advisors, Inc.
INCREASED13,22910,350+2,879+28%$571.2K$738.6K+$167.3K2026-10-13
NWF Advisory Services Inc.
INCREASED12,86811,018+1,850+17%$612.3K$718.4K+$106.2K2026-10-19
Hidden Cove Wealth Management, LLC
NEW12,788—+12,788——$714.0K—2026-10-19
Parsons Capital Management Inc
INCREASED12,63110,426+2,205+21%$579.4K$705.2K+$125.8K2026-10-28
LexAurum Advisors, LLC
DECREASED12,47413,062-588-4%$725.9K$696.4K-$29.4K2026-10-19
PMG Family Office LLC
INCREASED12,44411,648+796+7%$647.3K$694.7K+$47.5K2026-10-19
Salem Investment Counselors Inc
INCREASED11,92510,875+1,050+10%$604.3K$665.8K+$61.4K2026-10-13
Southern Financial Group, LLC
DECREASED11,85324,449-12,596-52%$1.4M$661.8K-$696.9K2026-10-30
Whipplewood Advisors, LLC
INCREASED11,83311,294+539+5%$627.6K$660.6K+$33.0K2026-10-20
Brown Wealth Management, LLC
INCREASED11,3488,683+2,665+31%$482.5K$633.6K+$151.0K2026-10-20
Kestra Private Wealth Services, LLC
NEW11,114—+11,114——$620.5K—2026-11-06
Oppenheimer & Co Inc
NEW10,870—+10,870——$606.9K—2026-10-26
Private Trust Co NA
INCREASED10,8127,159+3,653+51%$397.8K$603.6K+$205.8K2026-10-20
Fifth Third Bancorp
INCREASED10,8087,561+3,247+43%$420.2K$603.4K+$183.2K2026-11-05
Wiregrass Investment Management LLC
INCREASED10,7447,993+2,751+34%$444.2K$599.9K+$155.7K2026-11-05
Harbor Investment Advisory, LLC
UNCHANGED10,61510,61500%$589.9K$592.6K+$2.8K2026-10-13
Latitude Advisors, LLC
INCREASED10,23110,058+173+2%$558.9K$571.2K+$12.3K2026-10-27
Willis Johnson Wealth, Inc.
INCREASED10,1449,003+1,141+13%$500.3K$566.3K+$66.0K2026-11-03
Abel Hall, LLC
UNCHANGED10,00010,00000%$555.7K$558.3K+$2.6K2026-10-19
Collective Family Office LLC
DECREASED9,2839,818-535-5%$545.6K$518.3K-$27.3K2026-10-05
Capital Investment Advisors, LLC
INCREASED9,2784,902+4,376+89%$272.4K$518.0K+$245.6K2026-10-22
Axxcess Wealth Management, LLC
INCREASED9,2228,882+340+4%$493.6K$514.9K+$21.3K2026-10-21
Collier Financial
INCREASED9,0768,090+986+12%$449.6K$506.7K+$57.2K2026-11-06
GSG Advisors LLC
NEW8,936—+8,936——$498.9K—2026-11-03
Sheets Smith Wealth Management
INCREASED8,9207,905+1,015+13%$439.3K$498.0K+$58.7K2026-10-16
Register Financial Advisors LLC
INCREASED8,9157,015+1,900+27%$389.8K$497.7K+$107.9K2026-10-23
Sigma Planning Corp
INCREASED8,8187,567+1,251+17%$420.5K$492.3K+$71.8K2026-10-23
Quad-Cities Investment Group, LLC
DECREASED8,6208,718-98-1%$484.5K$481.2K-$3.2K2026-10-16
Grant Private Wealth Management Inc
INCREASED8,4607,195+1,265+18%$399.8K$472.3K+$72.5K2026-10-19
Jacobi Capital Management LLC
INCREASED8,3827,488+894+12%$416.1K$467.9K+$51.8K2026-11-05
Fisher Asset Management, LLC
NEW8,315—+8,315——$464.3K—2026-11-06
Mountain Capital Investment Advisors Inc.
DECREASED8,2808,905-625-7%$494.9K$462.3K-$32.6K2026-11-06
Hixon Zuercher, LLC
INCREASED8,1416,259+1,882+30%$347.8K$454.5K+$106.7K2026-10-13
Visionary Wealth Advisors
INCREASED7,9937,718+275+4%$428.9K$446.3K+$17.4K2026-11-04
Monument Capital Management
DECREASED7,8919,838-1,947-20%$546.7K$440.6K-$106.1K2026-10-09
Clarity Wealth Advisors, LLC
INCREASED7,7006,750+950+14%$375.1K$429.9K+$54.8K2026-10-21
SeaCrest Wealth Management, LLC
DECREASED7,5827,682-100-1%$426.9K$423.3K-$3.6K2026-10-21
Pennsylvania Capital Management Inc
UNCHANGED7,4667,46600%$414.9K$416.8K+$1.9K2026-11-05
Capital Investment Advisory Services, LLC
INCREASED7,4497,096+353+5%$394.3K$415.9K+$21.6K2026-10-30
Saxony Capital Management, LLC
INCREASED7,3606,582+778+12%$365.8K$410.9K+$45.2K2026-10-15
Daymark Wealth Partners, LLC
INCREASED7,0864,396+2,690+61%$244.3K$395.6K+$151.4K2026-11-04
Summit Wealth Group LLC / Co
NEW6,955—+6,955——$388.3K—2026-10-29
Northwest Financial Advisors
NEW6,863—+6,863——$383.1K—2026-10-27
Herbst Group, LLC
DECREASED6,7608,009-1,249-16%$445.1K$377.4K-$67.6K2026-10-20
Lanark Financial, Inc.
INCREASED6,6004,939+1,661+34%$274.5K$368.5K+$94.0K2026-10-26
Summit Asset Management, LLC
UNCHANGED6,5516,55100%$364.0K$365.7K+$1.7K2026-11-05
Accurate Wealth Management, LLC
INCREASED6,2165,650+566+10%$314.7K$350.7K+$36.0K2026-10-20
Cypress Wealth Services, LLC
INCREASED6,1936,175+18+0%$343.1K$348.9K+$5.8K2026-10-21
Blue Trust, Inc.
INCREASED6,151150+6,001+4001%$8.4K$343.4K+$335.1K2026-10-15
Laurel OAK Wealth Management, LLC
INCREASED6,1025,041+1,061+21%$280.1K$340.7K+$60.5K2026-10-19
StoneX Group Inc.
DECREASED6,0866,203-117-2%$344.7K$339.8K-$4.9K2026-11-03
SeedSafe Financial LLC
NEW6,021—+6,021——$336.2K—2026-11-02
Benchmark Financial Wealth Advisors, LLC
INCREASED5,9725,302+670+13%$294.6K$333.4K+$38.8K2026-10-20
Earned Wealth Advisors, LLC
INCREASED5,8995,776+123+2%$320.9K$329.3K+$8.4K2026-11-06
Regatta Capital Group, LLC
UNCHANGED5,7555,75500%$319.8K$321.3K+$1.5K2026-10-23
Argyle Capital Partners, LLC
UNCHANGED5,6665,66600%$314.9K$316.3K+$1.5K2026-10-23
Oak Barrel Wealth Advisory LLC
NEW5,217—+5,217——$291.3K—2026-11-05
Kercheville Advisors, LLC
INCREASED5,1204,870+250+5%$270.6K$285.9K+$15.2K2026-10-19
EdgeRock Capital LLC
DECREASED5,1135,122-90%$284.6K$285.5K+$8482026-11-03
Entrewealth, LLC
NEW5,080—+5,080——$283.6K—2026-10-14
Brighton Jones LLC
NEW5,025—+5,025——$280.5K—2026-11-03
International Assets Investment Management, LLC
INCREASED4,9942,834+2,160+76%$156.2K$277.3K+$121.1K2026-11-02
VestGen Advisors, LLC
NEW4,911—+4,911——$274.2K—2026-10-27
Focused Alpha, LLC
DECREASED4,783101,643-96,860-95%$5.6M$267.0K-$5.4M2026-10-20
Ignite Planners, LLC
INCREASED4,6514,618+33+1%$256.6K$259.7K+$3.0K2026-10-14
Dahring | Cusmano LLC
NEW4,367—+4,367——$243.8K—2026-11-03
Total Clarity Wealth Management, Inc.
NEW4,345—+4,345——$242.6K—2026-10-26
Creative Planning
DECREASED4,3035,239-936-18%$291.1K$240.3K-$50.8K2026-11-02
Tectonic Advisors LLC
NEW4,225—+4,225——$235.9K—2026-10-22
First Business Financial Services, Inc.
UNCHANGED4,0764,07600%$226.5K$227.6K+$1.1K2026-10-29
Sentinel Advisory Group, LLC
NEW4,057—+4,057——$226.5K—2026-10-20
Alessandra Capital Management, LLC
UNCHANGED3,9753,97500%$220.9K$221.9K+$1.0K2026-10-30
Patriot Financial Group Insurance Agency, LLC
NEW3,900—+3,900——$217.8K—2026-10-14
Richards, Merrill & Peterson, Inc.
INCREASED3,8403,814+26+1%$212.0K$214.4K+$2.4K2026-10-19
US Bancorp \de\
INCREASED3,8162,925+891+30%$162.5K$213.0K+$50.5K2026-11-05
Physician Wealth Advisors, Inc.
DECREASED3,7004,234-534-13%$235.3K$206.6K-$28.7K2026-10-20
Wealth Enhancement Trust Services, Inc.
INCREASED3,5661,566+2,000+128%$87.0K$199.1K+$112.1K2026-10-07
GGM Financial LLC
INCREASED3,3233,114+209+7%$173.0K$185.5K+$12.5K2026-11-05
Larson Financial Group LLC
INCREASED2,78820+2,768+13840%$1.1K$155.7K+$154.5K2026-11-05
Essential Investment Partners LLC
NEW2,644—+2,644——$147.6K—2026-10-27
Activest Wealth Management
UNCHANGED2,2002,20000%$122.3K$122.8K+$5722026-10-15
Miller Global Investments, LLC
NEW2,000—+2,000——$111.7K—2026-10-02
Redwood Park Advisors LLC
UNCHANGED1,0981,09800%$61.0K$61.3K+$2862026-11-02
Western Pacific Wealth Management, LP
DECREASED8741,400-526-38%$77.8K$48.8K-$29.0K2026-10-16
Gilpin Wealth Management, LLC
UNCHANGED77977900%$43.3K$43.5K+$2022026-10-09
CoreCap Advisors, LLC
INCREASED772719+53+7%$40.0K$43.1K+$3.2K2026-10-08
Manchester Capital Management LLC
UNCHANGED57657600%$32.0K$32.2K+$1502026-10-22
Wolff Wiese Magana LLC
INCREASED507501+6+1%$27.9K$28.3K+$4172026-10-15
Capital Advisors, Ltd. LLC
NEW359—+359——$20.0K—2026-10-27
IFP Advisors, Inc
INCREASED347196+151+77%$10.9K$19.4K+$8.5K2026-10-16
Rossby Financial, LCC
UNCHANGED30030000%$16.7K$16.7K+$782026-11-05
Birchbrook, Inc.
UNCHANGED29029000%$16.1K$16.2K+$752026-10-14
Planning Strategies Inc.
UNCHANGED23923900%$13.3K$13.3K+$622026-10-02
Allspring Global Investments Holdings, LLC
NEW235—+235——$13.1K—2026-11-04
Center for Financial Planning, Inc.
NEW188—+188——$10.5K—2026-10-26
Silver Grove Financial Group, Inc.
UNCHANGED11911900%$6.6K$6.6K+$312026-11-05
Madden Securities Corp
NEW100—+100——$5.6K—2026-10-27
Signaturefd, LLC
INCREASED9796+1+1%$5.3K$5.4K+$1002026-10-23
Noble Wealth Management PBC
UNCHANGED808000%$4.4K$4.5K+$202026-10-01
Assetmark, Inc
DECREASED56176-120-68%$9.8K$3.1K-$6.7K2026-10-21
Root Financial Partners, LLC
NEW53—+53——$3.0K—2026-10-21
Ascentis Independent Advisors
NEW50—+50——$2.8K—2026-11-03
Triumph Capital Management
UNCHANGED505000%$2.8K$2.8K+$142026-10-14
Coston, McIsaac & Partners
NEW44—+44——$2.5K—2026-11-06
Aspect Partners, LLC
UNCHANGED202000%$1.1K$1.1K+$62026-10-20
Dhjj Financial Advisors, Ltd.
UNCHANGED2200%$112$112$02026-10-23
3Edge Asset Management, LP
CLOSED045,880-45,880-100%$2.5M$0-$2.5M2026-10-30
Smart Wealth LLC
CLOSED044,456-44,456-100%$2.5M$0-$2.5M2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED012,124-12,124-100%$673.7K$0-$673.7K2026-10-14
Encompass More Asset Management
CLOSED011,046-11,046-100%$613.8K$0-$613.8K2026-10-16
Soundwatch Capital LLC
CLOSED07,408-7,408-100%$411.7K$0-$411.7K2026-11-04
Jefferies Financial Group Inc.
CLOSED06,340-6,340-100%$352.3K$0-$352.3K2026-11-05
Sowell Financial Services LLC
CLOSED05,028-5,028-100%$279.4K$0-$279.4K2026-10-23
World Equity Group, Inc.
CLOSED04,784-4,784-100%$265.8K$0-$265.8K2026-10-14
Sovran Advisors, LLC
CLOSED04,373-4,373-100%$237.1K$0-$237.1K2026-11-02
Symphony Financial, Ltd. Co.
CLOSED04,250-4,250-100%$236.2K$0-$236.2K2026-10-22
Steinberganna Wealth Management
CLOSED04,041-4,041-100%$224.6K$0-$224.6K2026-10-23
Simplex Trading, LLC
CLOSED0947-947-100%$52.6K$0-$52.6K2026-11-04
Tsfg, LLC
CLOSED0817-817-100%$45.0K$0-$45.0K2026-10-23
Institute for Wealth Management, Llc.
CLOSED0617-617-100%$34.3K$0-$34.3K2026-11-06
Russell Investments Group, Ltd.
CLOSED02-2-100%$111$0-$1112026-11-06
Bank of America Corp
N/A—4,551,025-4,551,025-100%$252.9M———
Wells Fargo & Company
N/A—2,380,981-2,380,981-100%$132.3M———
Requisite Capital Management, LLC
N/A—2,294,749-2,294,749-100%$127.5M———
HighTower Advisors, LLC
N/A—2,197,203-2,197,203-100%$122.1M———
Capital Advisors Inc
N/A—1,584,564-1,584,564-100%$88.1M———
Raymond James Financial Inc
N/A—1,580,262-1,580,262-100%$87.8M———
SK Wealth Management, LLC
N/A—1,026,659-1,026,659-100%$57.9M———
Eaton Financial Holdings Company, LLC
N/A—916,992-916,992-100%$51.0M———
Modern Wealth Management, LLC
N/A—808,515-808,515-100%$44.9M———
Ameriprise Financial Inc
N/A—765,288-765,288-100%$42.5M———
UBS Group AG
N/A—743,831-743,831-100%$41.3M———
Envestnet Asset Management Inc
N/A—701,978-701,978-100%$39.0M———
Cerity Partners LLC
N/A—633,359-633,359-100%$35.2M———
Northwestern Mutual Wealth Management Co
N/A—549,728-549,728-100%$30.5M———
Royal Bank of Canada
N/A—547,354-547,354-100%$30.4M———
Kintra Wealth, LLC
N/A—490,051-490,051-100%$27.8M———
Cetera Investment Advisers
N/A—434,673-434,673-100%$24.2M———
Equitable Holdings, Inc.
N/A—426,110-426,110-100%$23.7M———
Osaic Holdings, Inc.
N/A—400,098-400,098-100%$22.2M———
Graney & King, LLC
N/A—396,389-396,389-100%$22.0M———
WNY Asset Management, LLC
N/A—390,965-390,965-100%$21.7M———
Capital Analysts, LLC
N/A—304,548-304,548-100%$16.9M———
Hilton Capital Management, LLC
N/A—284,593-284,593-100%$15.8M———
Rockefeller Capital Management L.P.
N/A—254,257-254,257-100%$14.1M———
Goldman Sachs Group Inc
N/A—225,034-225,034-100%$12.5M———
Mason & Associates Inc
N/A—224,343-224,343-100%$12.5M———
Wick Capital Partners, LLC
N/A—214,500-214,500-100%$11.9M———
Investors Portfolio Services LLC
N/A—190,194-190,194-100%$10.6M———
Vestmark Advisory Solutions, Inc.
N/A—182,298-182,298-100%$10.1M———
Stifel Financial Corp
N/A—171,766-171,766-100%$9.5M———
Navis Wealth Advisors, LLC
N/A—161,253-161,253-100%$9.0M———
MAI Capital Management
N/A—150,834-150,834-100%$8.4M———
Private Advisor Group, LLC
N/A—146,200-146,200-100%$8.1M———
Steward Partners Investment Advisory, LLC
N/A—142,510-142,510-100%$7.9M———
Delta Investment Management, LLC
N/A—134,102-134,102-100%$7.5M———
Bridgewealth Advisory Group, LLC
N/A—130,861-130,861-100%$7.3M———
Arax Advisory Partners
N/A—124,785-124,785-100%$6.9M———
Stratos Wealth Partners, Ltd.
N/A—120,167-120,167-100%$6.7M———
Orion Porfolio Solutions, LLC
N/A—113,158-113,158-100%$6.3M———
Cedarwood Wealth LLC
N/A—110,397-110,397-100%$6.1M———
American Alpha Advisors, LLC
N/A—109,221-109,221-100%$6.1M———
MML Investors Services, LLC
N/A—99,334-99,334-100%$5.5M———
United Capital Financial Advisors, LLC
N/A—95,717-95,717-100%$5.3M———
Waverly Advisors, LLC
N/A—91,876-91,876-100%$5.1M———
EP Wealth Advisors, LLC
N/A—89,270-89,270-100%$5.0M———
Captrust Financial Advisors
N/A—84,458-84,458-100%$4.7M———
Jones Financial Companies Lllp
N/A—81,808-81,808-100%$4.5M———
Cary Street Partners Financial LLC
N/A—79,621-79,621-100%$4.4M———
Kingsview Wealth Management, LLC
N/A—78,162-78,162-100%$4.3M———
NewEdge Advisors, LLC
N/A—74,999-74,999-100%$4.2M———
Renaissance Technologies LLC
N/A—70,800-70,800-100%$3.9M———
Benjamin Edwards Inc
N/A—69,582-69,582-100%$3.9M———
Tandem Financial, LLC
N/A—68,093-68,093-100%$3.8M———
Invst, LLC
N/A—67,553-67,553-100%$3.8M———
Gladstone Institutional Advisory LLC
N/A—65,367-65,367-100%$3.6M———
JPMorgan Chase & Co
N/A—61,903-61,903-100%$3.4M———
Global Retirement Partners, LLC
N/A—60,182-60,182-100%$3.3M———
Horizon Investments, LLC
N/A—58,577-58,577-100%$3.2M———
Mariner, LLC
N/A—53,419-53,419-100%$3.0M———
Western Wealth Management, LLC
N/A—53,296-53,296-100%$3.0M———
Potentia Wealth
N/A—51,325-51,325-100%$2.9M———
Star Financial Bank
N/A—46,380-46,380-100%$2.6M———
RiverFront Investment Group, LLC
N/A—43,317-43,317-100%$2.4M———
Concentrum Wealth Management
N/A—40,405-40,405-100%$2.2M———
Hexagon Capital Partners LLC
N/A—40,213-40,213-100%$2.2M———
Investment Counsel Co of Nevada
N/A—39,884-39,884-100%$2.2M———
Aurdan Capital Management, LLC
N/A—39,824-39,824-100%$2.2M———
Janney Montgomery Scott LLC
N/A—39,148-39,148-100%$2.2M———
Berger Financial Group, Inc
N/A—38,619-38,619-100%$2.1M———
Sanctuary Advisors, LLC
N/A—37,864-37,864-100%$2.1M———
Burnham & Co LLC
N/A—31,420-31,420-100%$1.7M———
Stephens Inc
N/A—30,311-30,311-100%$1.7M———
&partners
N/A—29,231-29,231-100%$1.6M———
Ascension Capital Advisors, Inc.
N/A—25,724-25,724-100%$1.4M———
Morgan Stanley
N/A—24,930-24,930-100%$1.4M———
Summit Financial, LLC
N/A—24,886-24,886-100%$1.4M———
Ameritas Advisory Services, LLC
N/A—24,752-24,752-100%$1.4M———
Eldridge Investment Advisors, Inc.
N/A—24,013-24,013-100%$1.3M———
Duncan Williams Asset Management, LLC
N/A—22,744-22,744-100%$1.3M———
Old Mission Capital LLC
N/A—22,258-22,258-100%$1.2M———
Advisory Services Network, LLC
N/A—20,821-20,821-100%$1.2M———
Great Valley Advisor Group, Inc.
N/A—19,261-19,261-100%$1.1M———
Johnson Investment Counsel Inc
N/A—18,920-18,920-100%$1.1M———
AE Wealth Management LLC
N/A—17,910-17,910-100%$995.3K———
URS Advisory LLC
N/A—17,479-17,479-100%$971.3K———
Envestnet Portfolio Solutions, Inc.
N/A—17,179-17,179-100%$954.6K———
Quantinno Capital Management LP
N/A—16,271-16,271-100%$904.2K———
Beacon Pointe Advisors, LLC
N/A—15,369-15,369-100%$854.1K———
Walter & Keenan Wealth Management LLC
N/A—14,988-14,988-100%$832.9K———
Bull Harbor Capital LLC
N/A—14,854-14,854-100%$825.4K———
Stratos Investment Management, LLC
N/A—13,819-13,819-100%$767.9K———
Thompson David Blair
N/A—13,682-13,682-100%$760.3K———
Curi Capital, LLC
N/A—13,476-13,476-100%$748.8K———
Mutual Advisors, LLC
N/A—12,964-12,964-100%$720.4K———
IHT Wealth Management, LLC
N/A—12,609-12,609-100%$700.7K———
Pasadena Private Wealth, LLC
N/A—12,201-12,201-100%$678.0K———
PFG Investments, LLC
N/A—12,074-12,074-100%$671.0K———
Stratos Wealth Advisors, LLC
N/A—12,068-12,068-100%$670.7K———
CFO4Life Group, LLC
N/A—11,772-11,772-100%$654.2K———
Core Wealth Advisors, Inc.
N/A—10,698-10,698-100%$594.5K———
White Knight Strategic Wealth Advisors, LLC
N/A—9,564-9,564-100%$531.4K———
Scotia Capital Inc.
N/A—9,345-9,345-100%$519.3K———
Dakota Wealth Management
N/A—8,819-8,819-100%$490.1K———
Integrated Wealth Concepts LLC
N/A—8,583-8,583-100%$477.0K———
Comprehensive Money Management Services LLC
N/A—8,580-8,580-100%$476.8K———
Westbourne Investments, Inc.
N/A—8,336-8,336-100%$463.2K———
Garden State Investment Advisory Services LLC
N/A—7,949-7,949-100%$441.7K———
Fortress Private Ledger, LLC
N/A—7,814-7,814-100%$434.2K———
Waterloo Capital, L.P.
N/A—7,771-7,771-100%$431.8K———
Nicolet Bankshares Inc
N/A—6,850-6,850-100%$380.7K———
L & S Advisors Inc
N/A—6,757-6,757-100%$375.5K———
Principal Securities, Inc.
N/A—6,645-6,645-100%$369.3K———
Xcelsior Advisor Partners LLC
N/A—6,572-6,572-100%$365.2K———
Belpointe Asset Management LLC
N/A—6,528-6,528-100%$362.8K———
Fortis Capital Advisors, LLC
N/A—6,528-6,528-100%$362.8K———
Betterment LLC
N/A—6,484-6,484-100%$360.0K———
Wealth Alliance, LLC
N/A—6,311-6,311-100%$350.7K———
Intrepid Financial Planning Group LLC
N/A—6,180-6,180-100%$343.4K———
Geneos Wealth Management Inc.
N/A—6,138-6,138-100%$341.1K———
Jupiter Wealth Management LLC
N/A—5,889-5,889-100%$327.3K———
Synergy Financial Group, LTD
N/A—5,691-5,691-100%$316.2K———
Hilltop Holdings Inc.
N/A—5,536-5,536-100%$307.6K———
Keystone Financial Group
N/A—5,093-5,093-100%$283.0K———
Ruggiero Investments, Inc.
N/A—4,821-4,821-100%$267.9K———
Zacks Investment Management
N/A—4,800-4,800-100%$266.7K———
Thoroughbred Financial Services, LLC
N/A—4,576-4,576-100%$254.0K———
Franklin Resources Inc
N/A—4,535-4,535-100%$252.0K———
Ankerstar Wealth, LLC
N/A—4,464-4,464-100%$248.1K———
Bank of the Bluegrass & Trust Co.
N/A—4,307-4,307-100%$240.5K———
Cahill Financial Advisors Inc
N/A—4,278-4,278-100%$237.7K———
Vienna Asset Management LLC
N/A—4,257-4,257-100%$236.6K———
Bluespring Wealth Management, LLC
N/A—4,050-4,050-100%$225.1K———
Shelton Capital Management
N/A—3,998-3,998-100%$222.2K———
Gateway Wealth Partners, LLC
N/A—3,909-3,909-100%$217.2K———
Focus Partners Wealth
N/A—3,763-3,763-100%$209.1K———
Arkadios Wealth Advisors
N/A—3,732-3,732-100%$207.4K———
CIBC World Market Inc.
N/A—3,680-3,680-100%$204.5K———
Cary Street Partners Investment Advisory LLC
N/A—3,593-3,593-100%$199.7K———
Aventura Private Wealth, LLC
N/A—2,428-2,428-100%$134.9K———
Huntington National Bank
N/A—2,149-2,149-100%$119.4K———
Ritter Daniher Financial Advisory LLC / de
N/A—1,350-1,350-100%$75.0K———
Dunhill Financial, LLC
N/A—754-754-100%$41.9K———
Highland Investment Advisors LLC
N/A—609-609-100%$33.8K———
SHP Wealth Management
N/A—566-566-100%$31.5K———
Kerr Financial Planning Corp
N/A—400-400-100%$22.2K———
Smartleaf Asset Management LLC
N/A—334-334-100%$18.4K———
Founders Financial Alliance, LLC
N/A—311-311-100%$17.3K———
Continuum Advisory, LLC
N/A—280-280-100%$15.6K———
Anchor Bay Capital, Inc.
N/A—210-210-100%$11.8K———
Bank of Montreal
N/A—200-200-100%$11.1K———
Bessemer Group Inc
N/A—200-200-100%$11———
Harborfront Financial Group LLC
N/A—130-130-100%$7.2K———
IFG Advisory, LLC
N/A—113-113-100%$6.3K———
Strategic Wealth Partners, Ltd.
N/A—36-36-100%$2.0K———
Hantz Financial Services, Inc.
N/A—31-31-100%$2———
Harbour Investments, Inc.
N/A—27-27-100%$1.5K———
Mcguire Capital Advisors Inc
N/A—15-15-100%$834———
Showing 397 of 397 institutions