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Invesco Aerospace & Defense (PPA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares1,929,520 from 1,960,617
Change-31,097 (-2%)
Value$298.3M (-$48.0M)
Filed 2026-11-06
Capital Asset Advisory Services LLC
DECREASED
Shares322,836 from 340,582
Change-17,746 (-5%)
Value$49.9M (-$10.3M)
Filed 2026-10-30
Meitav Investment House LTD
DECREASED
Shares256,680 from 256,977
Change-297 (0%)
Value$39.7M (-$5.7M)
Filed 2026-10-28
Commonwealth Equity Services, LLC
DECREASED
Shares202,821 from 210,373
Change-7,552 (-4%)
Value$31.4M (-$5.8M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares174,184 from 164,204
Change+9,980 (+6%)
Value$26.9M (-$2.1M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares170,694 from 165,737
Change+4,957 (+3%)
Value$26.4M (-$2.9M)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares166,440 from 167,452
Change-1,012 (-1%)
Value$25.7M (-$3.8M)
Filed 2026-10-30
J.W. Cole Advisors, Inc.
INCREASED
Shares108,499 from 99,504
Change+8,995 (+9%)
Value$16.1M (-$1.4M)
Filed 2026-11-05
Miramontes Capital, LLC
DECREASED
Shares103,792 from 107,233
Change-3,441 (-3%)
Value$16.0M (-$2.9M)
Filed 2026-10-19
Searcy Financial Services Inc
DECREASED
Shares103,234 from 104,831
Change-1,597 (-2%)
Value$16.0M (-$2.6M)
Filed 2026-10-07
Assetmark, Inc
INCREASED
Shares101,832 from 90,938
Change+10,894 (+12%)
Value$15.7M (-$319.0K)
Filed 2026-10-21
Perigon Wealth Management, LLC
DECREASED
Shares74,813 from 75,032
Change-219 (0%)
Value$11.6M (-$1.7M)
Filed 2026-10-22
Pachira Investments Inc.
INCREASED
Shares74,207 from 59,748
Change+14,459 (+24%)
Value$11.5M (+$919.3K)
Filed 2026-10-14
Valley Wealth Managers, Inc.
DECREASED
Shares70,802 from 73,622
Change-2,820 (-4%)
Value$10.9M (-$2.1M)
Filed 2026-10-09
Hollow Brook Wealth Management LLC
DECREASED
Shares58,400 from 63,635
Change-5,235 (-8%)
Value$9.0M (-$2.2M)
Filed 2026-10-29
Madrid Financial Services
DECREASED
Shares49,831 from 55,691
Change-5,860 (-11%)
Value$7.7M (-$2.1M)
Filed 2026-11-03
Citigroup Inc
INCREASED
Shares49,636 from 19,890
Change+29,746 (+150%)
Value$7.7M (+$4.2M)
Filed 2026-11-04
Detalus Advisors, LLC
DECREASED
Shares48,375 from 51,507
Change-3,132 (-6%)
Value$7.5M (-$1.6M)
Filed 2026-10-15
CMH Wealth Management LLC
INCREASED
Shares44,823 from 43,045
Change+1,778 (+4%)
Value$6.9M (-$673.4K)
Filed 2026-10-22
Systelligence, LLC
INCREASED
Shares43,283 from 6,845
Change+36,438 (+532%)
Value$2.3M (+$1.1M)
Filed 2026-11-05
RM Financial Services, LLC
DECREASED
Shares42,977 from 43,117
Change-140 (0%)
Value$6.6M (-$971.6K)
Filed 2026-11-03
Artesa Financial Group, LLC
INCREASED
Shares42,103 from 41,759
Change+344 (+1%)
Value$6.5M (-$866.7K)
Filed 2026-10-29
Wedbush Securities Inc
INCREASED
Shares41,512 from 40,840
Change+672 (+2%)
Value$6.4K (-$7.2M)
Filed 2026-10-22
New England Private Wealth Advisors LLC
INCREASED
Shares39,966 from 38,592
Change+1,374 (+4%)
Value$6.2M (-$584.0K)
Filed 2026-10-19
Concurrent Investment Advisors, LLC
INCREASED
Shares38,544 from 4,932
Change+33,612 (+682%)
Value$6.0M (+$5.1M)
Filed 2026-10-16
McCollum Christoferson Group LLC
INCREASED
Shares34,467 from 20,957
Change+13,510 (+64%)
Value$5.3M (+$1.6M)
Filed 2026-10-13
Investment Management Corp
DECREASED
Shares33,718 from 49,295
Change-15,577 (-32%)
Value$5.2M (-$3.5M)
Filed 2026-11-03
WT Wealth Management
DECREASED
Shares33,635 from 35,963
Change-2,328 (-6%)
Value$5.2M (-$1.2M)
Filed 2026-10-13
Creative Financial Designs Inc
INCREASED
Shares32,987 from 32,372
Change+615 (+2%)
Value$5.1M (-$618.0K)
Filed 2026-11-04
LexAurum Advisors, LLC
INCREASED
Shares32,485 from 26,636
Change+5,849 (+22%)
Value$5.0M (+$317.6K)
Filed 2026-10-19
StoneX Group Inc.
INCREASED
Shares31,305 from 29,237
Change+2,068 (+7%)
Value$4.8M (-$324.2K)
Filed 2026-11-03
Park Avenue Securities LLC
DECREASED
Shares29,431 from 29,829
Change-398 (-1%)
Value$4.6M (-$718.0K)
Filed 2026-10-26
Financial Partners Group, Inc
DECREASED
Shares28,863 from 33,091
Change-4,228 (-13%)
Value$4.5M (-$1.4M)
Filed 2026-10-19
Flagship Harbor Advisors, LLC
DECREASED
Shares28,744 from 32,690
Change-3,946 (-12%)
Value$4.4M (-$1.3M)
Filed 2026-10-26
Brookstone Capital Management
DECREASED
Shares28,688 from 28,764
Change-76 (0%)
Value$4.4M (-$645.4K)
Filed 2026-10-22
Capital Advisors, Ltd. LLC
INCREASED
Shares28,331 from 27,678
Change+653 (+2%)
Value$4.4M (+$4.4M)
Filed 2026-10-27
McNaughton Wealth Management, LLC
DECREASED
Shares27,908 from 28,938
Change-1,030 (-4%)
Value$4.3M (-$796.8K)
Filed 2026-10-09
Juncture Wealth Strategies, LLC
DECREASED
Shares27,652 from 27,881
Change-229 (-1%)
Value$4.3M (-$649.6K)
Filed 2026-10-06
Thrivent Financial for Lutherans
INCREASED
Shares26,488 from 24,324
Change+2,164 (+9%)
Value$4.1M (-$201.0K)
Filed 2026-11-05
Merit Financial Group, LLC
INCREASED
Shares26,006 from 25,836
Change+170 (+1%)
Value$4.0M (-$542.9K)
Filed 2026-11-06
Oppenheimer & Co Inc
INCREASED
Shares25,105 from 24,319
Change+786 (+3%)
Value$3.9M (-$414.2K)
Filed 2026-10-26
Schmidt P J Investment Management Inc
INCREASED
Shares24,599 from 21,911
Change+2,688 (+12%)
Value$3.8M (-$67.2K)
Filed 2026-11-02
Turn8 Private Wealth Inc.
INCREASED
Shares24,391 from 21,194
Change+3,197 (+15%)
Value$3.8M (+$52.8K)
Filed 2026-11-05
Diversified Enterprises, LLC
INCREASED
Shares23,893 from 23,870
Change+23 (+0%)
Value$3.7M (-$522.3K)
Filed 2026-10-19
Moneco Advisors, LLC
INCREASED
Shares23,608 from 22,182
Change+1,426 (+6%)
Value$3.7M (-$268.2K)
Filed 2026-11-05
Golden State Wealth Management, LLC
DECREASED
Shares23,579 from 23,723
Change-144 (-1%)
Value$3.6M (-$544.8K)
Filed 2026-11-02
Asset One Wealth Management LLC
INCREASED
Shares21,287 from 19,739
Change+1,548 (+8%)
Value$3.3M (-$101.4K)
Filed 2026-11-02
Independent Financial Group, LLC
INCREASED
Shares20,608 from 20,458
Change+150 (+1%)
Value$3.2M (-$427.5K)
Filed 2026-10-13
Peck Wealth Management, LLC
INCREASED
Shares20,378 from 20,353
Change+25 (+0%)
Value$3.2M (-$444.4K)
Filed 2026-10-29
Focus Financial Network, Inc.
DECREASED
Shares19,989 from 20,035
Change-46 (0%)
Value$3.1M (-$448.5K)
Filed 2026-10-14
Hazlett, Burt & Watson, Inc.
INCREASED
Shares19,425 from 19,199
Change+226 (+1%)
Value$1.6M (-$332.1K)
Filed 2026-11-04
First Heartland Consultants, Inc.
INCREASED
Shares18,878 from 10,419
Change+8,459 (+81%)
Value$2.9M (+$1.1M)
Filed 2026-10-08
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares18,664 from 13,000
Change+5,664 (+44%)
Value$2.9M (+$596.9K)
Filed 2026-10-13
Kingswood Wealth Advisors, LLC
INCREASED
Shares17,762 from 17,691
Change+71 (+0%)
Value$2.7M (-$378.8K)
Filed 2026-10-23
Spire Wealth Management
INCREASED
Shares17,436 from 16,173
Change+1,263 (+8%)
Value$2.7M (-$161.1K)
Filed 2026-10-30
TD Waterhouse Canada Inc.
INCREASED
Shares16,394 from 15,458
Change+936 (+6%)
Value$2.5M (-$193.7K)
Filed 2026-10-16
Atria Investments, Inc
INCREASED
Shares15,885 from 6,322
Change+9,563 (+151%)
Value$2.5M (+$1.3M)
Filed 2026-10-15
Meridian Wealth Management, LLC
INCREASED
Shares15,672 from 14,472
Change+1,200 (+8%)
Value$2.4M (-$133.3K)
Filed 2026-11-05
Sowell Financial Services LLC
DECREASED
Shares15,430 from 33,232
Change-17,802 (-54%)
Value$2.4M (-$3.5M)
Filed 2026-10-23
American Institute for Advanced Investment Management, LLP
INCREASED
Shares15,385 from 15,034
Change+351 (+2%)
Value$2.4M (-$277.0K)
Filed 2026-11-03
Spectrum Strategic Capital Management, LLC
INCREASED
Shares15,307 from 14,382
Change+925 (+6%)
Value$2.4M (-$173.9K)
Filed 2026-10-22
Ellis Investment Partners, LLC
DECREASED
Shares15,038 from 15,910
Change-872 (-5%)
Value$2.3M (-$485.3K)
Filed 2026-10-21
Lido Advisors, LLC
DECREASED
Shares14,695 from 14,952
Change-257 (-2%)
Value$2.3M (-$369.0K)
Filed 2026-11-04
Creative Planning
INCREASED
Shares14,591 from 14,502
Change+89 (+1%)
Value$2.3M (-$305.7K)
Filed 2026-11-02
Prospera Financial Services Inc
DECREASED
Shares14,566 from 23,367
Change-8,801 (-38%)
Value$2.3M (-$1.8M)
Filed 2026-11-04
Sovran Advisors, LLC
DECREASED
Shares14,353 from 14,630
Change-277 (-2%)
Value$2.3M (-$173.1K)
Filed 2026-11-02
Victory Financial Group, LLC
NEW
Shares13,723
Change+13,723
Value$2.1M
Filed 2026-10-27
Evolution Wealth Advisors, LLC
UNCHANGED
Shares13,545 from 13,545
Change0 (0%)
Value$2.1M (-$298.4K)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
DECREASED
Shares13,520 from 13,891
Change-371 (-3%)
Value$2.1M (-$363.4K)
Filed 2026-11-06
Green Ridge Wealth Planning LLC
DECREASED
Shares12,734 from 22,817
Change-10,083 (-44%)
Value$2.0M (-$2.1M)
Filed 2026-10-08
Ashton Thomas Securities, LLC
INCREASED
Shares12,345 from 12,091
Change+254 (+2%)
Value$1.9M (-$227.1K)
Filed 2026-10-26
HBW Advisory Services LLC
INCREASED
Shares12,056 from 11,557
Change+499 (+4%)
Value$1.9M (-$177.4K)
Filed 2026-10-15
GFS Advisors, LLC
INCREASED
Shares11,546 from 10,480
Change+1,066 (+10%)
Value$1.8M (+$1.2M)
Filed 2026-11-03
CoreCap Advisors, LLC
INCREASED
Shares11,342 from 9,927
Change+1,415 (+14%)
Value$1.8M (+$112)
Filed 2026-10-08
Signal Advisors Wealth, LLC
INCREASED
Shares10,996 from 8,542
Change+2,454 (+29%)
Value$1.7M (+$191.3K)
Filed 2026-10-13
International Assets Investment Management, LLC
INCREASED
Shares10,977 from 8,427
Change+2,550 (+30%)
Value$1.7M (+$211.7K)
Filed 2026-11-02
Wealthcare Advisory Partners LLC
INCREASED
Shares10,680 from 7,220
Change+3,460 (+48%)
Value$1.7M (+$376.0K)
Filed 2026-10-21
Dynamic Advisor Solutions LLC
INCREASED
Shares10,502 from 10,199
Change+303 (+3%)
Value$1.6M (-$177.8K)
Filed 2026-10-13
Keystone Wealth Services, LLC
INCREASED
Shares10,456 from 6,605
Change+3,851 (+58%)
Value$1.6M (+$463.7K)
Filed 2026-11-03
PNC Financial Services Group, Inc.
DECREASED
Shares10,406 from 12,082
Change-1,676 (-14%)
Value$1.6M (-$525.3K)
Filed 2026-11-06
Avior Wealth Management, LLC
INCREASED
Shares10,105 from 10,098
Change+7 (+0%)
Value$1.6M (-$221.4K)
Filed 2026-10-13
First Citizens Bank & Trust Co
DECREASED
Shares10,091 from 10,106
Change-15 (0%)
Value$1.6M (-$225.0K)
Filed 2026-10-14
Jacobi Capital Management LLC
INCREASED
Shares10,088 from 9,967
Change+121 (+1%)
Value$1.6M (-$200.9K)
Filed 2026-11-05
Guardian Asset Advisors, LLC
DECREASED
Shares9,886 from 10,027
Change-141 (-1%)
Value$1.5M (-$241.8K)
Filed 2026-10-16
Carter Financial Group, Inc.
DECREASED
Shares9,882 from 9,887
Change-5 (0%)
Value$1.5M (-$218.6K)
Filed 2026-10-21
Stegent Equity Advisors, Inc.
DECREASED
Shares9,535 from 13,114
Change-3,579 (-27%)
Value$1.5M (-$842.3K)
Filed 2026-10-13
Ayalon Insurance Comp Ltd.
UNCHANGED
Shares9,477 from 9,477
Change0 (0%)
Value$1.5K (-$209)
Filed 2026-10-08
Northbridge Financial Group, LLC
DECREASED
Shares9,455 from 9,857
Change-402 (-4%)
Value$1.5M (-$264.4K)
Filed 2026-11-05
Carlson Financial, Inc.
DECREASED
Shares9,391 from 9,494
Change-103 (-1%)
Value$1.5M (-$227.6K)
Filed 2026-11-05
Outlook Wealth Advisors, LLC
DECREASED
Shares8,917 from 16,557
Change-7,640 (-46%)
Value$1.4M (-$1.5M)
Filed 2026-10-28
Compound Planning, Inc.
DECREASED
Shares8,908 from 9,358
Change-450 (-5%)
Value$1.4M (-$275.8K)
Filed 2026-11-05
BIP Wealth, LLC
INCREASED
Shares8,442 from 8,070
Change+372 (+5%)
Value$1.3M (-$120.1K)
Filed 2026-10-22
ARQ Wealth Advisors, LLC
INCREASED
Shares7,989 from 6,730
Change+1,259 (+19%)
Value$1.2M (+$89.8K)
Filed 2026-10-29
Accurate Wealth Management, LLC
INCREASED
Shares7,925 from 7,058
Change+867 (+12%)
Value$1.2M (-$16.1K)
Filed 2026-10-20
Capital Investment Advisory Services, LLC
DECREASED
Shares7,714 from 8,140
Change-426 (-5%)
Value$1.2M (-$245.0K)
Filed 2026-10-30
WealthPlan Investment Management, LLC
DECREASED
Shares7,570 from 8,604
Change-1,034 (-12%)
Value$1.2M (-$349.4K)
Filed 2026-10-15
Aprio Wealth Management, LLC
INCREASED
Shares7,466 from 6,665
Change+801 (+12%)
Value$1.2M (-$23.1K)
Filed 2026-10-28
Acropolis Investment Management, LLC
DECREASED
Shares7,457 from 8,390
Change-933 (-11%)
Value$1.2M (-$329.2K)
Filed 2026-10-08
Prime Capital Investment Advisors, LLC
DECREASED
Shares7,267 from 7,352
Change-85 (-1%)
Value$1.1M (-$175.1K)
Filed 2026-10-20
McKinley Carter Wealth Services, Inc.
DECREASED
Shares7,185 from 8,472
Change-1,287 (-15%)
Value$1.1M (-$385.5K)
Filed 2026-10-16
City Center Advisors, LLC
INCREASED
Shares6,983 from 5,237
Change+1,746 (+33%)
Value$1.1M (+$154.7K)
Filed 2026-10-08
Elm3 Financial Group, LLC
INCREASED
Shares6,981 from 6,943
Change+38 (+1%)
Value$1.1M (-$147.1K)
Filed 2026-10-07
Fortis Group Advisors, LLC
INCREASED
Shares6,858 from 5,698
Change+1,160 (+20%)
Value$1.1M (+$81.5K)
Filed 2026-11-06
Moors & Cabot, Inc.
INCREASED
Shares6,750 from 6,617
Change+133 (+2%)
Value$1.0M (-$125.1K)
Filed 2026-11-06
Signature Equity Partners, LLC
INCREASED
Shares6,536 from 5,896
Change+640 (+11%)
Value$1.0M (-$30.9K)
Filed 2026-10-29
Bluedoor Private Wealth, LLC
INCREASED
Shares6,497 from 6,316
Change+181 (+3%)
Value$1.0M (-$111.2K)
Filed 2026-11-05
Lynx Investment Advisory
INCREASED
Shares6,381 from 6,052
Change+329 (+5%)
Value$986.7K (-$82.3K)
Filed 2026-10-27
Delta Financial Advisors LLC
DECREASED
Shares6,344 from 8,359
Change-2,015 (-24%)
Value$980.9K (-$495.7K)
Filed 2026-10-27
Lanark Financial, Inc.
DECREASED
Shares6,338 from 6,396
Change-58 (-1%)
Value$980.0K (-$150.0K)
Filed 2026-10-26
Ignite Planners, LLC
INCREASED
Shares6,325 from 3,218
Change+3,107 (+97%)
Value$993.2K (+$423.0K)
Filed 2026-10-14
Verus Capital Partners, LLC
NEW
Shares6,103
Change+6,103
Value$943.7K
Filed 2026-11-03
Y.D. More Investments Ltd
INCREASED
Shares6,094 from 205
Change+5,889 (+2873%)
Value$942.3K (+$906.0K)
Filed 2026-11-02
Pettinga Financial Advisors LLC
NEW
Shares6,075
Change+6,075
Value$939.3K
Filed 2026-10-13
Total Clarity Wealth Management, Inc.
DECREASED
Shares6,042 from 6,087
Change-45 (-1%)
Value$934.1K (-$141.0K)
Filed 2026-10-26
Marin Bay Wealth Advisors, LLC
INCREASED
Shares5,984 from 5,977
Change+7 (+0%)
Value$925.3K (-$130.6K)
Filed 2026-10-28
Ring Mountain Capital, LLC
DECREASED
Shares5,968 from 5,971
Change-3 (0%)
Value$922.8K (-$132.0K)
Filed 2026-10-13
IFP Advisors, Inc
DECREASED
Shares5,899 from 6,097
Change-198 (-3%)
Value$912.1K (-$164.9K)
Filed 2026-10-16
Cyndeo Wealth Partners, LLC
NEW
Shares5,629
Change+5,629
Value$870.4K
Filed 2026-10-16
Elco Management Co., LLC
UNCHANGED
Shares5,599 from 5,599
Change0 (0%)
Value$865.7K (-$123.3K)
Filed 2026-10-14
Sigma Planning Corp
DECREASED
Shares5,586 from 6,993
Change-1,407 (-20%)
Value$863.7K (-$371.6K)
Filed 2026-10-23
Comprehensive Financial Consultants Institutional, Inc.
INCREASED
Shares5,565 from 4,966
Change+599 (+12%)
Value$860.5K (-$16.8K)
Filed 2026-10-15
Schuylkill Financial LLC
NEW
Shares5,432
Change+5,432
Value$839.9K
Filed 2026-10-21
Fifth Third Bancorp
INCREASED
Shares5,015 from 4,896
Change+119 (+2%)
Value$775.5K (-$89.3K)
Filed 2026-11-05
Paragon Private Wealth Management, LLC
INCREASED
Shares4,981 from 4,975
Change+6 (+0%)
Value$770.2K (-$108.6K)
Filed 2026-10-20
Community Bank, N.A.
UNCHANGED
Shares4,800 from 4,800
Change0 (0%)
Value$742.2K (-$105.7K)
Filed 2026-11-06
XML Financial, LLC
INCREASED
Shares4,719 from 4,415
Change+304 (+7%)
Value$729.7K (-$50.3K)
Filed 2026-10-29
Founders Financial Securities LLC
INCREASED
Shares4,719 from 4,713
Change+6 (+0%)
Value$729.7K (-$102.9K)
Filed 2026-10-28
Csenge Advisory Group
DECREASED
Shares4,679 from 5,283
Change-604 (-11%)
Value$723.5K (-$209.8K)
Filed 2026-11-04
Y-Intercept (Hong Kong) Ltd
NEW
Shares4,614
Change+4,614
Value$713.4K
Filed 2026-10-16
Sound Income Strategies, LLC
INCREASED
Shares4,562 from 3,379
Change+1,183 (+35%)
Value$699.8K (+$102.9K)
Filed 2026-10-09
Prosperity Financial Group, Inc.
INCREASED
Shares4,532 from 4,530
Change+2 (+0%)
Value$700.8K (-$99.6K)
Filed 2026-10-29
BigSur Wealth Management LLC
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$695.8K (-$99.1K)
Filed 2026-10-13
JBR Co Financial Management Inc
DECREASED
Shares4,444 from 4,753
Change-309 (-6%)
Value$788.9K (-$50.7K)
Filed 2026-10-13
OpenArc Corporate Advisory, LLC
DECREASED
Shares4,430 from 4,519
Change-89 (-2%)
Value$684.9K (-$113.4K)
Filed 2026-10-21
HB Wealth Management, LLC
INCREASED
Shares4,397 from 4,357
Change+40 (+1%)
Value$679.8K (-$89.9K)
Filed 2026-10-23
Valmark Advisers, Inc.
INCREASED
Shares4,364 from 4,063
Change+301 (+7%)
Value$674.7K (-$43.1K)
Filed 2026-11-06
Armstrong Advisory Group, Inc
INCREASED
Shares4,241 from 4,223
Change+18 (+0%)
Value$655.7K (-$90.4K)
Filed 2026-10-09
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares4,190 from 4,229
Change-39 (-1%)
Value$648.0K (-$99.2K)
Filed 2026-10-29
Fortune Financial Group, Inc.
INCREASED
Shares4,023 from 3,972
Change+51 (+1%)
Value$622.0K (-$79.7K)
Filed 2026-10-22
Spinnaker Investment Group, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$618.5K (-$88.1K)
Filed 2026-10-13
Blue Zone Wealth Advisors, LLC
DECREASED
Shares3,951 from 4,334
Change-383 (-9%)
Value$610.9K (-$154.7K)
Filed 2026-10-19
Valley Brook Capital Group, Inc.
DECREASED
Shares3,936 from 3,996
Change-60 (-1%)
Value$608.6K (-$97.3K)
Filed 2026-10-26
Diversify Wealth Management, LLC
DECREASED
Shares3,786 from 3,967
Change-181 (-5%)
Value$588.0K (-$114.8K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares3,786 from 3,967
Change-181 (-5%)
Value$588.0K (-$114.8K)
Filed 2026-10-20
Clearstead Advisors, LLC
INCREASED
Shares3,704 from 2,897
Change+807 (+28%)
Value$572.5K (+$60.7K)
Filed 2026-11-06
Savant Capital, LLC
INCREASED
Shares3,620 from 2,037
Change+1,583 (+78%)
Value$559.8K (+$196.4K)
Filed 2026-11-06
Mission Wealth Management, LP
INCREASED
Shares3,485 from 3,364
Change+121 (+4%)
Value$538.9K (-$55.4K)
Filed 2026-10-15
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares3,436 from 3,436
Change0 (0%)
Value$531.3K (-$75.7K)
Filed 2026-10-28
Visionary Wealth Advisors
DECREASED
Shares3,341 from 3,491
Change-150 (-4%)
Value$516.6K (-$100.1K)
Filed 2026-11-04
US Bancorp \de\
DECREASED
Shares3,318 from 3,766
Change-448 (-12%)
Value$513.0K (-$152.2K)
Filed 2026-11-05
Howard Financial Services, Ltd.
INCREASED
Shares3,266 from 2,982
Change+284 (+10%)
Value$505.0K (-$21.7K)
Filed 2026-10-15
Central Valley Advisors, LLC
UNCHANGED
Shares3,026 from 3,026
Change0 (0%)
Value$467.9K (-$66.7K)
Filed 2026-10-27
Ascentis Independent Advisors
NEW
Shares3,019
Change+3,019
Value$466.8K
Filed 2026-11-03
S&A Financial Services, Inc.
INCREASED
Shares3,006 from 2,608
Change+398 (+15%)
Value$464.8K (+$4.1K)
Filed 2026-11-03
Nations Financial Group Inc,
INCREASED
Shares2,906 from 2,838
Change+68 (+2%)
Value$449.3K (-$52.0K)
Filed 2026-11-05
Guardian Capital, LLC
DECREASED
Shares2,815 from 3,895
Change-1,080 (-28%)
Value$435.3K (-$252.8K)
Filed 2026-11-06
Center For Asset Management LLC
NEW
Shares2,611
Change+2,611
Value$403.8K
Filed 2026-10-16
Allworth Financial LP
INCREASED
Shares2,569 from 2,398
Change+171 (+7%)
Value$453.9K (+$30.3K)
Filed 2026-11-06
LVZ, Inc.
DECREASED
Shares2,554 from 2,579
Change-25 (-1%)
Value$394.9K (-$60.7K)
Filed 2026-10-20
Vontobel Holding Ltd.
INCREASED
Shares2,522 from 2,292
Change+230 (+10%)
Value$390.0K (-$14.9K)
Filed 2026-10-16
Aurora Private Wealth, Inc.
DECREASED
Shares2,462 from 2,489
Change-27 (-1%)
Value$381 (-$439.6K)
Filed 2026-10-20
Cpwa, LLC
INCREASED
Shares2,426 from 2,236
Change+190 (+9%)
Value$374.8K (-$20.1K)
Filed 2026-11-04
Convergence Financial, LLC
DECREASED
Shares2,419 from 4,838
Change-2,419 (-50%)
Value$374.0K (-$480.6K)
Filed 2026-10-27
Uniting Wealth Partners, LLC
DECREASED
Shares2,398 from 40,283
Change-37,885 (-94%)
Value$370.8K (-$6.7M)
Filed 2026-11-06
Advisor OS, LLC
INCREASED
Shares2,393 from 2,291
Change+102 (+4%)
Value$369.9K (-$34.8K)
Filed 2026-11-03
Integras Partners LLC
INCREASED
Shares2,368 from 1,997
Change+371 (+19%)
Value$366.1K (+$13.4K)
Filed 2026-10-30
Bank of New York Mellon Corp
INCREASED
Shares2,366 from 1,930
Change+436 (+23%)
Value$365.9K (+$24.9K)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares2,364 from 2,342
Change+22 (+1%)
Value$365.5K (-$48.2K)
Filed 2026-10-08
Modera Wealth Management, LLC
DECREASED
Shares2,352 from 2,558
Change-206 (-8%)
Value$363.7K (-$88.2K)
Filed 2026-10-28
Millennium Capital Advisors, LLC
UNCHANGED
Shares2,300 from 2,300
Change0 (0%)
Value$355.6K (-$50.7K)
Filed 2026-10-16
Naples Global Advisors, LLC
UNCHANGED
Shares2,211 from 2,211
Change0 (0%)
Value$341.9K (-$48.7K)
Filed 2026-11-05
Allegheny Financial Group
INCREASED
Shares2,195 from 1,903
Change+292 (+15%)
Value$339.5K (+$3.2K)
Filed 2026-11-05
Curran Financial Partners, LLC
INCREASED
Shares2,194 from 1,966
Change+228 (+12%)
Value$339.3K (-$8.1K)
Filed 2026-11-04
Citizens Financial Group Inc
DECREASED
Shares2,165 from 3,696
Change-1,531 (-41%)
Value$334.8K (-$318.1K)
Filed 2026-10-23
Koesten, Hirschmann & Crabtree, Inc.
UNCHANGED
Shares2,145 from 2,145
Change0 (0%)
Value$331.7K (-$47.3K)
Filed 2026-10-13
PFG Advisors
INCREASED
Shares2,141 from 1,746
Change+395 (+23%)
Value$331.1K (+$22.6K)
Filed 2026-10-16
HCR Wealth Advisors
UNCHANGED
Shares2,135 from 2,135
Change0 (0%)
Value$330.1K (-$47.0K)
Filed 2026-10-15
Kraft, Davis & Associates, LLC
UNCHANGED
Shares2,097 from 2,097
Change0 (0%)
Value$328.3K (-$39.1K)
Filed 2026-10-21
Chicago Partners Investment Group LLC
NEW
Shares2,082
Change+2,082
Value$320.7K
Filed 2026-10-27
Tempus Wealth Planning, LLC
DECREASED
Shares2,075 from 4,615
Change-2,540 (-55%)
Value$320.9K (-$494.4K)
Filed 2026-10-14
Indivisible Partners
NEW
Shares2,061
Change+2,061
Value$318.6K
Filed 2026-10-26
Compass Ion Advisors, LLC
DECREASED
Shares2,051 from 2,074
Change-23 (-1%)
Value$317.2K (-$49.2K)
Filed 2026-10-23
Integrity Alliance, Llc.
DECREASED
Shares2,047 from 3,285
Change-1,238 (-38%)
Value$316.7K (-$263.8K)
Filed 2026-10-29
Earned Wealth Advisors, LLC
DECREASED
Shares2,026 from 4,271
Change-2,245 (-53%)
Value$313.2K (-$441.2K)
Filed 2026-11-06
Chapin Davis, Inc.
DECREASED
Shares2,020 from 2,038
Change-18 (-1%)
Value$312.3K (-$47.8K)
Filed 2026-10-09
Advocate Investing Services LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$309.2K (-$44.1K)
Filed 2026-10-26
Pacific Capital Wealth Advisors, Inc.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$309.2K (-$44.1K)
Filed 2026-10-22
Level Four Advisory Services, LLC
INCREASED
Shares1,987 from 1,962
Change+25 (+1%)
Value$307.2K (-$39.4K)
Filed 2026-11-06
Choreo, LLC
INCREASED
Shares1,962 from 1,921
Change+41 (+2%)
Value$303.4K (-$35.4K)
Filed 2026-10-28
Partners Wealth Management, LLC
NEW
Shares1,958
Change+1,958
Value$302.7K
Filed 2026-10-28
SAX Wealth Advisors, LLC
NEW
Shares1,958
Change+1,958
Value$302.7K
Filed 2026-10-13
Foguth Wealth Management, Llc.
INCREASED
Shares1,951 from 1,855
Change+96 (+5%)
Value$305.3K (-$6.0K)
Filed 2026-10-19
Auour Investments LLC
INCREASED
Shares1,944 from 1,921
Change+23 (+1%)
Value$300.6K (-$38.8K)
Filed 2026-10-28
Veracity Capital LLC
UNCHANGED
Shares1,894 from 1,894
Change0 (0%)
Value$292.9K (-$41.7K)
Filed 2026-10-08
Harbor Investment Advisory, LLC
DECREASED
Shares1,868 from 1,976
Change-108 (-5%)
Value$288.8K (-$60.2K)
Filed 2026-10-13
Diversified Trust Co
INCREASED
Shares1,834 from 1,800
Change+34 (+2%)
Value$283.6K (-$34.4K)
Filed 2026-11-06
Equitable Trust Co
UNCHANGED
Shares1,827 from 1,827
Change0 (0%)
Value$282.5K (-$40.2K)
Filed 2026-10-13
Riggs Asset Managment Co. Inc.
DECREASED
Shares1,813 from 23,827
Change-22,014 (-92%)
Value$280.3K (-$3.9M)
Filed 2026-11-05
Apollon Wealth Management, LLC
INCREASED
Shares1,803 from 1,795
Change+8 (+0%)
Value$278.9K (-$38.3K)
Filed 2026-10-23
Rhodes Investment Advisors Inc
INCREASED
Shares1,800 from 1,760
Change+40 (+2%)
Value$278.3K (-$32.6K)
Filed 2026-10-07
Meridian Financial Advisors, LLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$278.3K (-$39.7K)
Filed 2026-10-14
Cypress Wealth Services, LLC
INCREASED
Shares1,771 from 1,708
Change+63 (+4%)
Value$270.7K (-$31.0K)
Filed 2026-10-21
Sard Wealth Management Group, LLC
INCREASED
Shares1,768 from 1,763
Change+5 (+0%)
Value$273.4K (-$38.0K)
Filed 2026-10-16
Davenport & Co LLC
DECREASED
Shares1,746 from 3,252
Change-1,506 (-46%)
Value$270.0K (-$304.4K)
Filed 2026-10-14
PKS Advisory Services, LLC
UNCHANGED
Shares1,727 from 1,727
Change0 (0%)
Value$305.3K ($0)
Filed 2026-10-26
Annex Advisory Services, LLC
INCREASED
Shares1,716 from 1,713
Change+3 (+0%)
Value$265.3K (-$37.3K)
Filed 2026-10-16
Relyea Zuckerberg Hanson LLC
UNCHANGED
Shares1,701 from 1,701
Change0 (0%)
Value$263.1K (-$37.5K)
Filed 2026-10-20
Cape Investment Advisory, Inc.
INCREASED
Shares1,684 from 1,524
Change+160 (+11%)
Value$260.4K (-$8.8K)
Filed 2026-10-13
SeaBridge Investment Advisors LLC
NEW
Shares1,669
Change+1,669
Value$258.1K
Filed 2026-11-02
Lebenthal Global Advisors, LLC
UNCHANGED
Shares1,640 from 1,640
Change0 (0%)
Value$253.6K (-$36.1K)
Filed 2026-10-28
Ascent Group, LLC
DECREASED
Shares1,638 from 1,684
Change-46 (-3%)
Value$253.3K (-$44.2K)
Filed 2026-10-30
Cathy Pareto & Associates, Inc
INCREASED
Shares1,636 from 1,632
Change+4 (+0%)
Value$253.0K (-$35.4K)
Filed 2026-10-15
VVR Holdings LLC
INCREASED
Shares1,538 from 1,534
Change+4 (+0%)
Value$237.8K (-$33.1K)
Filed 2026-10-19
Brighton Jones LLC
NEW
Shares1,522
Change+1,522
Value$235.3K
Filed 2026-11-03
Venture Visionary Partners LLC
INCREASED
Shares1,450 from 1,440
Change+10 (+1%)
Value$224.2K (-$30.2K)
Filed 2026-10-07
Schear Investment Advisers, LLC
NEW
Shares1,420
Change+1,420
Value$219.6K
Filed 2026-10-14
Tempo Wealth, LLC
DECREASED
Shares1,420 from 1,602
Change-182 (-11%)
Value$219.6K (-$63.4K)
Filed 2026-10-14
Principle Wealth Partners LLC
UNCHANGED
Shares1,410 from 1,410
Change0 (0%)
Value$218.0K (-$31.1K)
Filed 2026-11-02
Advisor Resource Council
UNCHANGED
Shares1,355 from 1,355
Change0 (0%)
Value$210.6K (-$36.6K)
Filed 2026-11-05
Strategic Advisors LLC
INCREASED
Shares1,349 from 1,345
Change+4 (+0%)
Value$208.6K (-$29.0K)
Filed 2026-10-13
Collaborative Wealth Managment Inc.
INCREASED
Shares1,345 from 1,337
Change+8 (+1%)
Value$208.0K (-$28.2K)
Filed 2026-11-06
Ridgeline Wealth Planning, LLC
INCREASED
Shares1,342 from 1,266
Change+76 (+6%)
Value$207.6K (-$16.1K)
Filed 2026-10-29
United Asset Strategies, Inc.
UNCHANGED
Shares1,340 from 1,340
Change0 (0%)
Value$207.2K (-$29.5K)
Filed 2026-10-28
Kwmg, LLC
UNCHANGED
Shares1,310 from 1,310
Change0 (0%)
Value$202.6K (-$28.9K)
Filed 2026-10-07
Beacon Financial Planning, Inc
INCREASED
Shares1,297 from 1,293
Change+4 (+0%)
Value$200.5K (-$27.9K)
Filed 2026-11-04
Avaii Wealth Management, LLC
UNCHANGED
Shares1,288 from 1,288
Change0 (0%)
Value$200.5K (-$27.0K)
Filed 2026-10-09
Silver Grove Financial Group, Inc.
INCREASED
Shares1,239 from 794
Change+445 (+56%)
Value$191.6K (+$51.3K)
Filed 2026-11-05
Elevation Wealth Partners, LLC
INCREASED
Shares1,140 from 1,136
Change+4 (+0%)
Value$176.2K (-$24.5K)
Filed 2026-10-07
First Premier Bank
INCREASED
Shares1,100 from 900
Change+200 (+22%)
Value$170 (+$11)
Filed 2026-10-13
Blue Trust, Inc.
INCREASED
Shares1,027 from 967
Change+60 (+6%)
Value$158.8K (-$12.0K)
Filed 2026-10-15
SYM Financial Corp
UNCHANGED
Shares1,015 from 1,015
Change0 (0%)
Value$156.9K (-$22.4K)
Filed 2026-10-26
Compagnie Lombard Odier SCmA
DECREASED
Shares1,000 from 4,000
Change-3,000 (-75%)
Value$154.6K (-$552.0K)
Filed 2026-11-04
Livelsberger Financial Advisory
NEW
Shares952
Change+952
Value$147.1K
Filed 2026-10-28
Union Bancaire Privee, UBP SA
UNCHANGED
Shares940 from 940
Change0 (0%)
Value$146.6K (-$16.1K)
Filed 2026-11-04
Private Trust Co NA
INCREASED
Shares933 from 834
Change+99 (+12%)
Value$144.3K (-$2.9K)
Filed 2026-10-20
EverSource Wealth Advisors, LLC
DECREASED
Shares913 from 9,466
Change-8,553 (-90%)
Value$141.1K (-$1.5M)
Filed 2026-11-04
Signaturefd, LLC
UNCHANGED
Shares862 from 862
Change0 (0%)
Value$133.3K (-$19.0K)
Filed 2026-10-23
Activest Wealth Management
INCREASED
Shares811 from 810
Change+1 (+0%)
Value$125.3K (-$17.8K)
Filed 2026-10-15
IFS Advisors, LLC
NEW
Shares797
Change+797
Value$123.4K
Filed 2026-10-14
Cassaday & Co Wealth Management LLC
DECREASED
Shares689 from 777
Change-88 (-11%)
Value$106.6K (-$30.7K)
Filed 2026-10-27
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares683 from 683
Change0 (0%)
Value$105.6K (-$15.0K)
Filed 2026-10-23
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares645 from 645
Change0 (0%)
Value$99.7K (-$14.2K)
Filed 2026-10-20
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares635 from 635
Change0 (0%)
Value$98.2K (-$14.0K)
Filed 2026-11-04
Reap Financial Group, LLC
INCREASED
Shares629 from 628
Change+1 (+0%)
Value$97.3K (-$13.6K)
Filed 2026-11-02
North Star Investment Management Corp.
UNCHANGED
Shares565 from 565
Change0 (0%)
Value$87.4K (-$12.4K)
Filed 2026-10-27
Evermay Wealth Management LLC
INCREASED
Shares512 from 46
Change+466 (+1013%)
Value$79.2K (+$71.0K)
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED
Shares507 from 484
Change+23 (+5%)
Value$78.4K (-$7.1K)
Filed 2026-11-03
GHP Investment Advisors, Inc.
UNCHANGED
Shares501 from 501
Change0 (0%)
Value$77.5K (-$11.0K)
Filed 2026-10-15
Westside Investment Management, Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$77.3K (-$11.0K)
Filed 2026-11-02
Parallel Advisors, LLC
DECREASED
Shares486 from 506
Change-20 (-4%)
Value$75.2K (-$14.2K)
Filed 2026-11-03
Russell Investments Group, Ltd.
INCREASED
Shares427 from 378
Change+49 (+13%)
Value$66.0K (-$751)
Filed 2026-11-06
Gamma Investing LLC
UNCHANGED
Shares425 from 425
Change0 (0%)
Value$65.7K (-$9.4K)
Filed 2026-10-08
Abound Wealth Management
INCREASED
Shares408 from 399
Change+9 (+2%)
Value$63.1K (-$7.4K)
Filed 2026-10-26
Adirondack Trust Co
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$61.8K (-$8.8K)
Filed 2026-10-14
Eastern Bank
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$61.8K (-$8.8K)
Filed 2026-10-05
Harbor Asset Planning, Inc.
INCREASED
Shares398 from 397
Change+1 (+0%)
Value$61.5K (-$8.6K)
Filed 2026-10-23
J.Safra Asset Management Corp
UNCHANGED
Shares392 from 392
Change0 (0%)
Value$60.6K (-$8.6K)
Filed 2026-11-03
Blueline Advisors LLC
UNCHANGED
Shares367 from 367
Change0 (0%)
Value$56.7K (-$8.1K)
Filed 2026-10-15
Simplex Trading, LLC
DECREASED
Shares329 from 708
Change-379 (-54%)
Value$50.9K (-$74.2K)
Filed 2026-11-04
Register Financial Advisors LLC
INCREASED
Shares327 from 254
Change+73 (+29%)
Value$50.6K (+$5.7K)
Filed 2026-10-23
Glass Jacobson Investment Advisors llc
INCREASED
Shares311 from 207
Change+104 (+50%)
Value$48.1K (+$11.5K)
Filed 2026-10-26
Nfsg Corp
INCREASED
Shares301 from 300
Change+1 (+0%)
Value$46.6K (-$6.5K)
Filed 2026-10-15
Oakworth Capital, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$46.4K (-$6.6K)
Filed 2026-10-26
Financial Freedom, LLC
NEW
Shares297
Change+297
Value$45.9K
Filed 2026-11-06
DecisionPoint Financial, LLC
NEW
Shares294
Change+294
Value$45.7K
Filed 2026-10-27
AlphaCore Capital LLC
INCREASED
Shares287 from 258
Change+29 (+11%)
Value$44.3K (-$1.3K)
Filed 2026-11-04
Bokf, NA
UNCHANGED
Shares281 from 281
Change0 (0%)
Value$43.4K (-$6.2K)
Filed 2026-10-27
Bayban
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$43.3K ($0)
Filed 2026-11-05
Provenance Wealth Advisors, LLC
INCREASED
Shares236 from 136
Change+100 (+74%)
Value$36.5K (+$12.5K)
Filed 2026-10-30
Owl Creek Wealth Partners LLC
UNCHANGED
Shares218 from 218
Change0 (0%)
Value$33.7K (-$4.8K)
Filed 2026-10-20
Larson Financial Group LLC
UNCHANGED
Shares216 from 216
Change0 (0%)
Value$33.5K (-$4.7K)
Filed 2026-11-05
Milestone Investment Advisors LLC
INCREASED
Shares215 from 214
Change+1 (+0%)
Value$33.2K (-$4.6K)
Filed 2026-11-05
Birchbrook, Inc.
DECREASED
Shares205 from 280
Change-75 (-27%)
Value$31.7K (-$17.8K)
Filed 2026-10-14
Evolution Wealth Management Inc.
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$27.8K (-$4.0K)
Filed 2026-10-28
Montgomery Financial Services LLC
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$22.0K (-$3.1K)
Filed 2026-11-03
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$20.9K (-$3.0K)
Filed 2026-11-02
Versant Capital Management, Inc
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$20.9K (-$3.0K)
Filed 2026-10-02
Eukles Asset Management
UNCHANGED
Shares128 from 128
Change0 (0%)
Value$19.8K (-$2.8K)
Filed 2026-11-04
Rossby Financial, LCC
INCREASED
Shares120 from 58
Change+62 (+107%)
Value$18.6K (+$8.3K)
Filed 2026-11-05
City Holding Co
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$17.8K (-$2.5K)
Filed 2026-10-19
Beacon Investment Advisory Services, Inc.
DECREASED
Shares111 from 188
Change-77 (-41%)
Value$17.2K (-$16.0K)
Filed 2026-10-13
Trust Co of Vermont
UNCHANGED
Shares109 from 109
Change0 (0%)
Value$16.9K (-$2.4K)
Filed 2026-10-21
EPG Wealth Management LLC
DECREASED
Shares101 from 201
Change-100 (-50%)
Value$15.6K (-$19.9K)
Filed 2026-11-03
Community Financial Services Group, LLC
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$15.7K (-$2.2K)
Filed 2026-10-15
Torren Management, LLC
NEW
Shares100
Change+100
Value$15.5K
Filed 2026-10-29
GK Wealth Management LLC
NEW
Shares100
Change+100
Value$15.5K
Filed 2026-10-09
First Bancorp, Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$15.5K (-$2.2K)
Filed 2026-10-26
High Point Wealth Management, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$15.5K (-$2.2K)
Filed 2026-11-05
Triumph Capital Management
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$15.5K (-$2.2K)
Filed 2026-10-14
Kingdom Financial Group Llc.
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$13.7K (-$1.9K)
Filed 2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares81 from 495
Change-414 (-84%)
Value$12.5K (-$75.1K)
Filed 2026-10-14
Princeton Global Asset Management LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$12.4K (-$1.8K)
Filed 2026-10-21
Nemes Rush Group LLC
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$11.8K (-$1.7K)
Filed 2026-11-04
Wolff Wiese Magana LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$11.6K (-$1.7K)
Filed 2026-10-15
Fortitude Family Office, LLC
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$10.4K (-$1.5K)
Filed 2026-10-14
Key FInancial Inc
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$10.4K (-$1.5K)
Filed 2026-11-02
Harel Insurance Investments & Financial Services Ltd.
NEW
Shares64
Change+64
Value$10
Filed 2026-11-02
Quaker Wealth Management, LLC
DECREASED
Shares64 from 89
Change-25 (-28%)
Value$9.8K (-$5.8K)
Filed 2026-10-22
Cornerstone National Bank & Trust Co
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$9.5K (-$1.3K)
Filed 2026-10-20
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$9.1K (-$1.3K)
Filed 2026-10-27
Hilton Head Capital Partners, LLC
NEW
Shares55
Change+55
Value$8.5K
Filed 2026-10-23
Transce3nd, LLC
NEW
Shares54
Change+54
Value$8.4K
Filed 2026-10-26
UMB Bank, n.a.
NEW
Shares50
Change+50
Value$7.7K
Filed 2026-11-06
Beutel, Goodman & Co Ltd.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$7 (-$1)
Filed 2026-11-04
Rosenberg Matthew Hamilton
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$7.6K (-$1.1K)
Filed 2026-10-05
Southern Michigan Bank & Trust
NEW
Shares43
Change+43
Value$6.6K
Filed 2026-10-19
Avion Wealth
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$6 (-$1)
Filed 2026-11-04
Country Trust Bank
NEW
Shares33
Change+33
Value$5.1K
Filed 2026-10-30
Ascentis Wealth Management, LLC
NEW
Shares26
Change+26
Value$4.0K
Filed 2026-11-03
Townsend Asset Management Corp
NEW
Shares25
Change+25
Value$3.9K
Filed 2026-10-29
High Note Wealth, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$3.6K (-$507)
Filed 2026-10-27
Tradewinds Capital Management, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$3.6K (-$506)
Filed 2026-10-23
Rydar Equities, Inc.
NEW
Shares22
Change+22
Value$3.4K
Filed 2026-10-13
JFS Wealth Advisors, LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$3.4K (-$475)
Filed 2026-11-03
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$3.2K (-$462)
Filed 2026-10-15
Latitude Advisors, LLC
NEW
Shares20
Change+20
Value$3.1K
Filed 2026-10-27
CX Institutional
DECREASED
Shares19 from 430
Change-411 (-96%)
Value$3 (-$73)
Filed 2026-10-02
Next Level Wealth Planning, LLC
NEW
Shares13
Change+13
Value$2.0K
Filed 2026-10-29
Root Financial Partners, LLC
NEW
Shares13
Change+13
Value$2.0K
Filed 2026-10-21
Barrett & Company, Inc.
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$2.0K (-$286)
Filed 2026-10-22
Cedar Mountain Advisors, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.5K (-$221)
Filed 2026-10-15
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$1.4K (-$220)
Filed 2026-11-04
Bangor Savings Bank
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$1.4K (-$198)
Filed 2026-10-06
Duncker Streett & Co Inc
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$1.4K (-$198)
Filed 2026-10-27
Biltmore Family Office, LLC
NEW
Shares7
Change+7
Value$1.1K
Filed 2026-11-03
Mechanics Financial Corp
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$773 (-$110)
Filed 2026-11-05
Clayton Financial Group LLC
NEW
Shares4
Change+4
Value$619
Filed 2026-10-13
Concord Wealth Partners
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$464 (-$66)
Filed 2026-11-02
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 336,790
Change-336,790 (-100%)
Value$0 (-$59.5M)
Filed 2026-10-21
KPP Advisory Services LLC
CLOSED
Shares0 from 50,965
Change-50,965 (-100%)
Value$0 (-$9.0M)
Filed 2026-10-26
Ferguson Shapiro LLC
CLOSED
Shares0 from 18,729
Change-18,729 (-100%)
Value$0 (-$3.3M)
Filed 2026-10-16
Nilsine Partners, LLC
CLOSED
Shares0 from 10,042
Change-10,042 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-02
Cadent Capital Advisors, LLC
CLOSED
Shares0 from 8,927
Change-8,927 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-09
Hennion & Walsh Asset Management, Inc.
CLOSED
Shares0 from 5,425
Change-5,425 (-100%)
Value$0 (-$958.3K)
Filed 2026-10-13
Wellington Shields & Co., LLC
CLOSED
Shares0 from 3,133
Change-3,133 (-100%)
Value$0 (-$553.4K)
Filed 2026-11-03
MinichMacGregor Wealth Management, LLC
CLOSED
Shares0 from 2,167
Change-2,167 (-100%)
Value$0 (-$382.8K)
Filed 2026-10-14
Connecticut Capital Management Group, LLC
CLOSED
Shares0 from 1,845
Change-1,845 (-100%)
Value$0 (-$326.0K)
Filed 2026-10-29
Arrien Investments, Inc.
CLOSED
Shares0 from 1,832
Change-1,832 (-100%)
Value$0 (-$323.6K)
Filed 2026-10-30
Axim Planning & Wealth
CLOSED
Shares0 from 1,660
Change-1,660 (-100%)
Value$0 (-$293.2K)
Filed 2026-10-28
Acorn Financial Advisory Services Inc
CLOSED
Shares0 from 1,597
Change-1,597 (-100%)
Value$0 (-$282.1K)
Filed 2026-11-02
ProVise Management Group, LLC
CLOSED
Shares0 from 1,536
Change-1,536 (-100%)
Value$0 (-$271.3K)
Filed 2026-11-06
Fifth Third Securities, Inc.
CLOSED
Shares0 from 1,527
Change-1,527 (-100%)
Value$0 (-$269.7K)
Filed 2026-10-21
KG Capital Management
CLOSED
Shares0 from 1,499
Change-1,499 (-100%)
Value$0 (-$264.8K)
Filed 2026-10-15
Financial Concepts Unlimited, Inc.
CLOSED
Shares0 from 1,480
Change-1,480 (-100%)
Value$0 (-$261.4K)
Filed 2026-11-06
Eagle Rock Investment Company, LLC
CLOSED
Shares0 from 1,441
Change-1,441 (-100%)
Value$0 (-$254.6K)
Filed 2026-10-21
Koshinski Asset Management, Inc.
CLOSED
Shares0 from 1,336
Change-1,336 (-100%)
Value$0 (-$236.1K)
Filed 2026-10-29
Ritholtz Wealth Management
CLOSED
Shares0 from 1,324
Change-1,324 (-100%)
Value$0 (-$233.9K)
Filed 2026-11-05
Western Financial Corp
CLOSED
Shares0 from 1,290
Change-1,290 (-100%)
Value$0 (-$227.8K)
Filed 2026-10-14
Secure Asset Management, LLC
CLOSED
Shares0 from 1,257
Change-1,257 (-100%)
Value$0 (-$222.0K)
Filed 2026-10-19
Heritage Wealth Management, Inc.
CLOSED
Shares0 from 1,244
Change-1,244 (-100%)
Value$0 (-$219.8K)
Filed 2026-10-28
Triton Wealth Management, Pllc
CLOSED
Shares0 from 1,219
Change-1,219 (-100%)
Value$0 (-$214.0K)
Filed 2026-11-04
TCI Wealth Advisors, Inc.
CLOSED
Shares0 from 1,162
Change-1,162 (-100%)
Value$0 (-$205.3K)
Filed 2026-10-30
MGO One Seven LLC
CLOSED
Shares0 from 1,159
Change-1,159 (-100%)
Value$0 (-$204.7K)
Filed 2026-10-28
Merkkuri Wealth Advisors LLC
CLOSED
Shares0 from 1,153
Change-1,153 (-100%)
Value$0 (-$203.6K)
Filed 2026-11-03
Rossmore Private Capital
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$106.0K)
Filed 2026-10-27
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 483
Change-483 (-100%)
Value$0 (-$85.3K)
Filed 2026-11-06
United Community Bank
CLOSED
Shares0 from 463
Change-463 (-100%)
Value$0 (-$81.8K)
Filed 2026-10-28
Merrithew & Thorsten Inc
CLOSED
Shares0 from 427
Change-427 (-100%)
Value$0 (-$75.0K)
Filed 2026-11-06
Evolution Advisers, Inc.
CLOSED
Shares0 from 406
Change-406 (-100%)
Value$0 (-$71)
Filed 2026-11-06
Tucker Asset Management LLC
CLOSED
Shares0 from 327
Change-327 (-100%)
Value$0 (-$57.8K)
Filed 2026-10-29
First Command Advisory Services, Inc.
CLOSED
Shares0 from 188
Change-188 (-100%)
Value$0 (-$33.2K)
Filed 2026-11-05
Mather Group, Llc.
CLOSED
Shares0 from 140
Change-140 (-100%)
Value$0 (-$24.7K)
Filed 2026-10-14
Pension & Wealth Management Advisors, Inc.
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$17.7K)
Filed 2026-10-16
Caldwell Trust Co
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$10.6K)
Filed 2026-10-30
Hoey Investments, Inc
CLOSED
Shares0 from 51
Change-51 (-100%)
Value$0 (-$9.0K)
Filed 2026-10-29
City State Bank
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$7.1K)
Filed 2026-10-20
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 33
Change-33 (-100%)
Value$0 (-$5.8K)
Filed 2026-10-26
Belvedere Trading LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$1.1K)
Filed 2026-11-05
Key Capital Management, Inc
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$177)
Filed 2026-11-03
Bank of America Corp
N/A
Shares— from 7,767,639
Change-7,767,639 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,235,301
Change-2,235,301 (-100%)
Value—
UBS Group AG
N/A
Shares— from 798,868
Change-798,868 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 749,896
Change-749,896 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 657,165
Change-657,165 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 594,361
Change-594,361 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 480,274
Change-480,274 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 368,675
Change-368,675 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 329,916
Change-329,916 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 284,558
Change-284,558 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 265,171
Change-265,171 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 241,110
Change-241,110 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 213,597
Change-213,597 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 205,124
Change-205,124 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 196,588
Change-196,588 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 193,028
Change-193,028 (-100%)
Value—
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A
Shares— from 166,184
Change-166,184 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 141,541
Change-141,541 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 140,041
Change-140,041 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 136,776
Change-136,776 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 130,700
Change-130,700 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 129,192
Change-129,192 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 122,237
Change-122,237 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 117,811
Change-117,811 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 117,602
Change-117,602 (-100%)
Value—
EFG International AG
N/A
Shares— from 85,918
Change-85,918 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 83,264
Change-83,264 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 80,005
Change-80,005 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 75,106
Change-75,106 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 74,041
Change-74,041 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 70,753
Change-70,753 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 61,770
Change-61,770 (-100%)
Value—
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A
Shares— from 61,165
Change-61,165 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 60,669
Change-60,669 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 59,745
Change-59,745 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 59,538
Change-59,538 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 44,221
Change-44,221 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 41,823
Change-41,823 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 39,627
Change-39,627 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 38,631
Change-38,631 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 37,600
Change-37,600 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 36,515
Change-36,515 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 36,156
Change-36,156 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 34,401
Change-34,401 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 31,921
Change-31,921 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 30,787
Change-30,787 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 30,564
Change-30,564 (-100%)
Value—
Henson-Edgewater Management, LLC
N/A
Shares— from 29,380
Change-29,380 (-100%)
Value—
Fischer Investment Strategies, LLC
N/A
Shares— from 28,402
Change-28,402 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 28,180
Change-28,180 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 25,270
Change-25,270 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 24,979
Change-24,979 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 24,125
Change-24,125 (-100%)
Value—
&partners
N/A
Shares— from 23,646
Change-23,646 (-100%)
Value—
Blair William & Co
N/A
Shares— from 21,019
Change-21,019 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 20,934
Change-20,934 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 20,642
Change-20,642 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 20,490
Change-20,490 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 19,148
Change-19,148 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 18,741
Change-18,741 (-100%)
Value—
FMR LLC
N/A
Shares— from 18,568
Change-18,568 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 18,084
Change-18,084 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 18,080
Change-18,080 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 16,812
Change-16,812 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 16,233
Change-16,233 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 16,076
Change-16,076 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 15,694
Change-15,694 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 15,691
Change-15,691 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 15,657
Change-15,657 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 15,310
Change-15,310 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 14,624
Change-14,624 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 14,462
Change-14,462 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 14,047
Change-14,047 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 13,094
Change-13,094 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 13,076
Change-13,076 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 12,622
Change-12,622 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 12,617
Change-12,617 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 12,369
Change-12,369 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 11,477
Change-11,477 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 11,343
Change-11,343 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 11,239
Change-11,239 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 11,156
Change-11,156 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 11,038
Change-11,038 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 10,733
Change-10,733 (-100%)
Value—
Atlantic Family Wealth, LLC
N/A
Shares— from 10,278
Change-10,278 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 10,254
Change-10,254 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 10,249
Change-10,249 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 10,155
Change-10,155 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 9,850
Change-9,850 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 9,500
Change-9,500 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 9,225
Change-9,225 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 8,890
Change-8,890 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 8,840
Change-8,840 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 8,614
Change-8,614 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 8,608
Change-8,608 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 8,582
Change-8,582 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 8,581
Change-8,581 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 8,525
Change-8,525 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 8,270
Change-8,270 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 7,602
Change-7,602 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 7,115
Change-7,115 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 6,971
Change-6,971 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 6,958
Change-6,958 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 6,818
Change-6,818 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 6,602
Change-6,602 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 6,587
Change-6,587 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 6,344
Change-6,344 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 6,226
Change-6,226 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 5,952
Change-5,952 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 5,711
Change-5,711 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 5,698
Change-5,698 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 5,570
Change-5,570 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 5,568
Change-5,568 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 5,556
Change-5,556 (-100%)
Value—
Ascent Advisors, LLC
N/A
Shares— from 5,497
Change-5,497 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 5,259
Change-5,259 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 5,137
Change-5,137 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 5,048
Change-5,048 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 4,972
Change-4,972 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 4,889
Change-4,889 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 4,888
Change-4,888 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 4,884
Change-4,884 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 4,871
Change-4,871 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 4,854
Change-4,854 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 4,667
Change-4,667 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 4,621
Change-4,621 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 4,497
Change-4,497 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 4,491
Change-4,491 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 4,454
Change-4,454 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 4,320
Change-4,320 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 4,270
Change-4,270 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 4,159
Change-4,159 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,845
Change-3,845 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 3,730
Change-3,730 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 3,727
Change-3,727 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 3,575
Change-3,575 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 3,189
Change-3,189 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 3,162
Change-3,162 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 3,048
Change-3,048 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 3,020
Change-3,020 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 2,897
Change-2,897 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 2,868
Change-2,868 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 2,850
Change-2,850 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 2,807
Change-2,807 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 2,716
Change-2,716 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 2,707
Change-2,707 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 2,694
Change-2,694 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,669
Change-2,669 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 2,631
Change-2,631 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 2,564
Change-2,564 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2,432
Change-2,432 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 2,430
Change-2,430 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 2,403
Change-2,403 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 2,356
Change-2,356 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 2,334
Change-2,334 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 2,302
Change-2,302 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 2,191
Change-2,191 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 2,165
Change-2,165 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 2,136
Change-2,136 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 2,108
Change-2,108 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 2,038
Change-2,038 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 2,023
Change-2,023 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 2,011
Change-2,011 (-100%)
Value—
Dash Acquisitions Inc.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 1,952
Change-1,952 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 1,853
Change-1,853 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 1,853
Change-1,853 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 1,790
Change-1,790 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 1,748
Change-1,748 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 1,724
Change-1,724 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 1,706
Change-1,706 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,694
Change-1,694 (-100%)
Value—
Stephens Inc
N/A
Shares— from 1,689
Change-1,689 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 1,683
Change-1,683 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 1,635
Change-1,635 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 1,610
Change-1,610 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 1,574
Change-1,574 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,559
Change-1,559 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 1,525
Change-1,525 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 1,471
Change-1,471 (-100%)
Value—
Chokshi & Queen Wealth Advisors, Inc
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 1,398
Change-1,398 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 1,376
Change-1,376 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 1,363
Change-1,363 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 1,343
Change-1,343 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 1,324
Change-1,324 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 1,296
Change-1,296 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 1,290
Change-1,290 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,290
Change-1,290 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 1,284
Change-1,284 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 1,264
Change-1,264 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 1,240
Change-1,240 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 1,226
Change-1,226 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 1,187
Change-1,187 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 1,184
Change-1,184 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 1,184
Change-1,184 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 1,146
Change-1,146 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 1,138
Change-1,138 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 1,133
Change-1,133 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 967
Change-967 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 938
Change-938 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 910
Change-910 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 739
Change-739 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 636
Change-636 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 627
Change-627 (-100%)
Value—
Protective Life Corp
N/A
Shares— from 455
Change-455 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 442
Change-442 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 435
Change-435 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 385
Change-385 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 331
Change-331 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 322
Change-322 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 280
Change-280 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 276
Change-276 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 207
Change-207 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 204
Change-204 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 200
Change-200 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 150
Change-150 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 131
Change-131 (-100%)
Value—
Financial Avengers, Inc.
N/A
Shares— from 130
Change-130 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 125
Change-125 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 101
Change-101 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 97
Change-97 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 95
Change-95 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 89
Change-89 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 65
Change-65 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 56
Change-56 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 43
Change-43 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 37
Change-37 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 16
Change-16 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 3
Change-3 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
DECREASED1,929,5201,960,617-31,097-2%$346.3M$298.3M-$48.0M2026-11-06
Capital Asset Advisory Services LLC
DECREASED322,836340,582-17,746-5%$60.2M$49.9M-$10.3M2026-10-30
Meitav Investment House LTD
DECREASED256,680256,977-2970%$45.4M$39.7M-$5.7M2026-10-28
Commonwealth Equity Services, LLC
DECREASED202,821210,373-7,552-4%$37.2M$31.4M-$5.8M2026-11-02
Kestra Advisory Services, LLC
INCREASED174,184164,204+9,980+6%$29.0M$26.9M-$2.1M2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED170,694165,737+4,957+3%$29.3M$26.4M-$2.9M2026-11-02
Truist Financial Corp
DECREASED166,440167,452-1,012-1%$29.6M$25.7M-$3.8M2026-10-30
J.W. Cole Advisors, Inc.
INCREASED108,49999,504+8,995+9%$17.6M$16.1M-$1.4M2026-11-05
Miramontes Capital, LLC
DECREASED103,792107,233-3,441-3%$18.9M$16.0M-$2.9M2026-10-19
Searcy Financial Services Inc
DECREASED103,234104,831-1,597-2%$18.5M$16.0M-$2.6M2026-10-07
Assetmark, Inc
INCREASED101,83290,938+10,894+12%$16.1M$15.7M-$319.0K2026-10-21
Perigon Wealth Management, LLC
DECREASED74,81375,032-2190%$13.3M$11.6M-$1.7M2026-10-22
Pachira Investments Inc.
INCREASED74,20759,748+14,459+24%$10.6M$11.5M+$919.3K2026-10-14
Valley Wealth Managers, Inc.
DECREASED70,80273,622-2,820-4%$13.0M$10.9M-$2.1M2026-10-09
Hollow Brook Wealth Management LLC
DECREASED58,40063,635-5,235-8%$11.2M$9.0M-$2.2M2026-10-29
Madrid Financial Services
DECREASED49,83155,691-5,860-11%$9.8M$7.7M-$2.1M2026-11-03
Citigroup Inc
INCREASED49,63619,890+29,746+150%$3.5M$7.7M+$4.2M2026-11-04
Detalus Advisors, LLC
DECREASED48,37551,507-3,132-6%$9.1M$7.5M-$1.6M2026-10-15
CMH Wealth Management LLC
INCREASED44,82343,045+1,778+4%$7.6M$6.9M-$673.4K2026-10-22
Systelligence, LLC
INCREASED43,2836,845+36,438+532%$1.2M$2.3M+$1.1M2026-11-05
RM Financial Services, LLC
DECREASED42,97743,117-1400%$7.6M$6.6M-$971.6K2026-11-03
Artesa Financial Group, LLC
INCREASED42,10341,759+344+1%$7.4M$6.5M-$866.7K2026-10-29
Wedbush Securities Inc
INCREASED41,51240,840+672+2%$7.2M$6.4K-$7.2M2026-10-22
New England Private Wealth Advisors LLC
INCREASED39,96638,592+1,374+4%$6.8M$6.2M-$584.0K2026-10-19
Concurrent Investment Advisors, LLC
INCREASED38,5444,932+33,612+682%$871.3K$6.0M+$5.1M2026-10-16
McCollum Christoferson Group LLC
INCREASED34,46720,957+13,510+64%$3.7M$5.3M+$1.6M2026-10-13
Investment Management Corp
DECREASED33,71849,295-15,577-32%$8.7M$5.2M-$3.5M2026-11-03
WT Wealth Management
DECREASED33,63535,963-2,328-6%$6.4M$5.2M-$1.2M2026-10-13
Creative Financial Designs Inc
INCREASED32,98732,372+615+2%$5.7M$5.1M-$618.0K2026-11-04
LexAurum Advisors, LLC
INCREASED32,48526,636+5,849+22%$4.7M$5.0M+$317.6K2026-10-19
StoneX Group Inc.
INCREASED31,30529,237+2,068+7%$5.2M$4.8M-$324.2K2026-11-03
Park Avenue Securities LLC
DECREASED29,43129,829-398-1%$5.3M$4.6M-$718.0K2026-10-26
Financial Partners Group, Inc
DECREASED28,86333,091-4,228-13%$5.8M$4.5M-$1.4M2026-10-19
Flagship Harbor Advisors, LLC
DECREASED28,74432,690-3,946-12%$5.8M$4.4M-$1.3M2026-10-26
Brookstone Capital Management
DECREASED28,68828,764-760%$5.1M$4.4M-$645.4K2026-10-22
Capital Advisors, Ltd. LLC
INCREASED28,33127,678+653+2%$4.9K$4.4M+$4.4M2026-10-27
McNaughton Wealth Management, LLC
DECREASED27,90828,938-1,030-4%$5.1M$4.3M-$796.8K2026-10-09
Juncture Wealth Strategies, LLC
DECREASED27,65227,881-229-1%$4.9M$4.3M-$649.6K2026-10-06
Thrivent Financial for Lutherans
INCREASED26,48824,324+2,164+9%$4.3M$4.1M-$201.0K2026-11-05
Merit Financial Group, LLC
INCREASED26,00625,836+170+1%$4.6M$4.0M-$542.9K2026-11-06
Oppenheimer & Co Inc
INCREASED25,10524,319+786+3%$4.3M$3.9M-$414.2K2026-10-26
Schmidt P J Investment Management Inc
INCREASED24,59921,911+2,688+12%$3.9M$3.8M-$67.2K2026-11-02
Turn8 Private Wealth Inc.
INCREASED24,39121,194+3,197+15%$3.7M$3.8M+$52.8K2026-11-05
Diversified Enterprises, LLC
INCREASED23,89323,870+23+0%$4.2M$3.7M-$522.3K2026-10-19
Moneco Advisors, LLC
INCREASED23,60822,182+1,426+6%$3.9M$3.7M-$268.2K2026-11-05
Golden State Wealth Management, LLC
DECREASED23,57923,723-144-1%$4.2M$3.6M-$544.8K2026-11-02
Asset One Wealth Management LLC
INCREASED21,28719,739+1,548+8%$3.4M$3.3M-$101.4K2026-11-02
Independent Financial Group, LLC
INCREASED20,60820,458+150+1%$3.6M$3.2M-$427.5K2026-10-13
Peck Wealth Management, LLC
INCREASED20,37820,353+25+0%$3.6M$3.2M-$444.4K2026-10-29
Focus Financial Network, Inc.
DECREASED19,98920,035-460%$3.5M$3.1M-$448.5K2026-10-14
Hazlett, Burt & Watson, Inc.
INCREASED19,42519,199+226+1%$1.9M$1.6M-$332.1K2026-11-04
First Heartland Consultants, Inc.
INCREASED18,87810,419+8,459+81%$1.8M$2.9M+$1.1M2026-10-08
Wealth Enhancement Advisory Services, LLC
INCREASED18,66413,000+5,664+44%$2.3M$2.9M+$596.9K2026-10-13
Kingswood Wealth Advisors, LLC
INCREASED17,76217,691+71+0%$3.1M$2.7M-$378.8K2026-10-23
Spire Wealth Management
INCREASED17,43616,173+1,263+8%$2.9M$2.7M-$161.1K2026-10-30
TD Waterhouse Canada Inc.
INCREASED16,39415,458+936+6%$2.7M$2.5M-$193.7K2026-10-16
Atria Investments, Inc
INCREASED15,8856,322+9,563+151%$1.1M$2.5M+$1.3M2026-10-15
Meridian Wealth Management, LLC
INCREASED15,67214,472+1,200+8%$2.6M$2.4M-$133.3K2026-11-05
Sowell Financial Services LLC
DECREASED15,43033,232-17,802-54%$5.9M$2.4M-$3.5M2026-10-23
American Institute for Advanced Investment Management, LLP
INCREASED15,38515,034+351+2%$2.7M$2.4M-$277.0K2026-11-03
Spectrum Strategic Capital Management, LLC
INCREASED15,30714,382+925+6%$2.5M$2.4M-$173.9K2026-10-22
Ellis Investment Partners, LLC
DECREASED15,03815,910-872-5%$2.8M$2.3M-$485.3K2026-10-21
Lido Advisors, LLC
DECREASED14,69514,952-257-2%$2.6M$2.3M-$369.0K2026-11-04
Creative Planning
INCREASED14,59114,502+89+1%$2.6M$2.3M-$305.7K2026-11-02
Prospera Financial Services Inc
DECREASED14,56623,367-8,801-38%$4.1M$2.3M-$1.8M2026-11-04
Sovran Advisors, LLC
DECREASED14,35314,630-277-2%$2.5M$2.3M-$173.1K2026-11-02
Victory Financial Group, LLC
NEW13,723—+13,723——$2.1M—2026-10-27
Evolution Wealth Advisors, LLC
UNCHANGED13,54513,54500%$2.4M$2.1M-$298.4K2026-11-03
Kestra Private Wealth Services, LLC
DECREASED13,52013,891-371-3%$2.5M$2.1M-$363.4K2026-11-06
Green Ridge Wealth Planning LLC
DECREASED12,73422,817-10,083-44%$4.0M$2.0M-$2.1M2026-10-08
Ashton Thomas Securities, LLC
INCREASED12,34512,091+254+2%$2.1M$1.9M-$227.1K2026-10-26
HBW Advisory Services LLC
INCREASED12,05611,557+499+4%$2.0M$1.9M-$177.4K2026-10-15
GFS Advisors, LLC
INCREASED11,54610,480+1,066+10%$546.5K$1.8M+$1.2M2026-11-03
CoreCap Advisors, LLC
INCREASED11,3429,927+1,415+14%$1.8M$1.8M+$1122026-10-08
Signal Advisors Wealth, LLC
INCREASED10,9968,542+2,454+29%$1.5M$1.7M+$191.3K2026-10-13
International Assets Investment Management, LLC
INCREASED10,9778,427+2,550+30%$1.5M$1.7M+$211.7K2026-11-02
Wealthcare Advisory Partners LLC
INCREASED10,6807,220+3,460+48%$1.3M$1.7M+$376.0K2026-10-21
Dynamic Advisor Solutions LLC
INCREASED10,50210,199+303+3%$1.8M$1.6M-$177.8K2026-10-13
Keystone Wealth Services, LLC
INCREASED10,4566,605+3,851+58%$1.2M$1.6M+$463.7K2026-11-03
PNC Financial Services Group, Inc.
DECREASED10,40612,082-1,676-14%$2.1M$1.6M-$525.3K2026-11-06
Avior Wealth Management, LLC
INCREASED10,10510,098+7+0%$1.8M$1.6M-$221.4K2026-10-13
First Citizens Bank & Trust Co
DECREASED10,09110,106-150%$1.8M$1.6M-$225.0K2026-10-14
Jacobi Capital Management LLC
INCREASED10,0889,967+121+1%$1.8M$1.6M-$200.9K2026-11-05
Guardian Asset Advisors, LLC
DECREASED9,88610,027-141-1%$1.8M$1.5M-$241.8K2026-10-16
Carter Financial Group, Inc.
DECREASED9,8829,887-50%$1.7M$1.5M-$218.6K2026-10-21
Stegent Equity Advisors, Inc.
DECREASED9,53513,114-3,579-27%$2.3M$1.5M-$842.3K2026-10-13
Ayalon Insurance Comp Ltd.
UNCHANGED9,4779,47700%$1.7K$1.5K-$2092026-10-08
Northbridge Financial Group, LLC
DECREASED9,4559,857-402-4%$1.7M$1.5M-$264.4K2026-11-05
Carlson Financial, Inc.
DECREASED9,3919,494-103-1%$1.7M$1.5M-$227.6K2026-11-05
Outlook Wealth Advisors, LLC
DECREASED8,91716,557-7,640-46%$2.9M$1.4M-$1.5M2026-10-28
Compound Planning, Inc.
DECREASED8,9089,358-450-5%$1.7M$1.4M-$275.8K2026-11-05
BIP Wealth, LLC
INCREASED8,4428,070+372+5%$1.4M$1.3M-$120.1K2026-10-22
ARQ Wealth Advisors, LLC
INCREASED7,9896,730+1,259+19%$1.1M$1.2M+$89.8K2026-10-29
Accurate Wealth Management, LLC
INCREASED7,9257,058+867+12%$1.2M$1.2M-$16.1K2026-10-20
Capital Investment Advisory Services, LLC
DECREASED7,7148,140-426-5%$1.4M$1.2M-$245.0K2026-10-30
WealthPlan Investment Management, LLC
DECREASED7,5708,604-1,034-12%$1.5M$1.2M-$349.4K2026-10-15
Aprio Wealth Management, LLC
INCREASED7,4666,665+801+12%$1.2M$1.2M-$23.1K2026-10-28
Acropolis Investment Management, LLC
DECREASED7,4578,390-933-11%$1.5M$1.2M-$329.2K2026-10-08
Prime Capital Investment Advisors, LLC
DECREASED7,2677,352-85-1%$1.3M$1.1M-$175.1K2026-10-20
McKinley Carter Wealth Services, Inc.
DECREASED7,1858,472-1,287-15%$1.5M$1.1M-$385.5K2026-10-16
City Center Advisors, LLC
INCREASED6,9835,237+1,746+33%$925.0K$1.1M+$154.7K2026-10-08
Elm3 Financial Group, LLC
INCREASED6,9816,943+38+1%$1.2M$1.1M-$147.1K2026-10-07
Fortis Group Advisors, LLC
INCREASED6,8585,698+1,160+20%$1.0M$1.1M+$81.5K2026-11-06
Moors & Cabot, Inc.
INCREASED6,7506,617+133+2%$1.2M$1.0M-$125.1K2026-11-06
Signature Equity Partners, LLC
INCREASED6,5365,896+640+11%$1.0M$1.0M-$30.9K2026-10-29
Bluedoor Private Wealth, LLC
INCREASED6,4976,316+181+3%$1.1M$1.0M-$111.2K2026-11-05
Lynx Investment Advisory
INCREASED6,3816,052+329+5%$1.1M$986.7K-$82.3K2026-10-27
Delta Financial Advisors LLC
DECREASED6,3448,359-2,015-24%$1.5M$980.9K-$495.7K2026-10-27
Lanark Financial, Inc.
DECREASED6,3386,396-58-1%$1.1M$980.0K-$150.0K2026-10-26
Ignite Planners, LLC
INCREASED6,3253,218+3,107+97%$570.2K$993.2K+$423.0K2026-10-14
Verus Capital Partners, LLC
NEW6,103—+6,103——$943.7K—2026-11-03
Y.D. More Investments Ltd
INCREASED6,094205+5,889+2873%$36.2K$942.3K+$906.0K2026-11-02
Pettinga Financial Advisors LLC
NEW6,075—+6,075——$939.3K—2026-10-13
Total Clarity Wealth Management, Inc.
DECREASED6,0426,087-45-1%$1.1M$934.1K-$141.0K2026-10-26
Marin Bay Wealth Advisors, LLC
INCREASED5,9845,977+7+0%$1.1M$925.3K-$130.6K2026-10-28
Ring Mountain Capital, LLC
DECREASED5,9685,971-30%$1.1M$922.8K-$132.0K2026-10-13
IFP Advisors, Inc
DECREASED5,8996,097-198-3%$1.1M$912.1K-$164.9K2026-10-16
Cyndeo Wealth Partners, LLC
NEW5,629—+5,629——$870.4K—2026-10-16
Elco Management Co., LLC
UNCHANGED5,5995,59900%$989.1K$865.7K-$123.3K2026-10-14
Sigma Planning Corp
DECREASED5,5866,993-1,407-20%$1.2M$863.7K-$371.6K2026-10-23
Comprehensive Financial Consultants Institutional, Inc.
INCREASED5,5654,966+599+12%$877.2K$860.5K-$16.8K2026-10-15
Schuylkill Financial LLC
NEW5,432—+5,432——$839.9K—2026-10-21
Fifth Third Bancorp
INCREASED5,0154,896+119+2%$864.8K$775.5K-$89.3K2026-11-05
Paragon Private Wealth Management, LLC
INCREASED4,9814,975+6+0%$878.8K$770.2K-$108.6K2026-10-20
Community Bank, N.A.
UNCHANGED4,8004,80000%$847.9K$742.2K-$105.7K2026-11-06
XML Financial, LLC
INCREASED4,7194,415+304+7%$780.0K$729.7K-$50.3K2026-10-29
Founders Financial Securities LLC
INCREASED4,7194,713+6+0%$832.6K$729.7K-$102.9K2026-10-28
Csenge Advisory Group
DECREASED4,6795,283-604-11%$933.2K$723.5K-$209.8K2026-11-04
Y-Intercept (Hong Kong) Ltd
NEW4,614—+4,614——$713.4K—2026-10-16
Sound Income Strategies, LLC
INCREASED4,5623,379+1,183+35%$596.8K$699.8K+$102.9K2026-10-09
Prosperity Financial Group, Inc.
INCREASED4,5324,530+2+0%$800.4K$700.8K-$99.6K2026-10-29
BigSur Wealth Management LLC
UNCHANGED4,5004,50000%$794.9K$695.8K-$99.1K2026-10-13
JBR Co Financial Management Inc
DECREASED4,4444,753-309-6%$839.6K$788.9K-$50.7K2026-10-13
OpenArc Corporate Advisory, LLC
DECREASED4,4304,519-89-2%$798.4K$684.9K-$113.4K2026-10-21
HB Wealth Management, LLC
INCREASED4,3974,357+40+1%$769.7K$679.8K-$89.9K2026-10-23
Valmark Advisers, Inc.
INCREASED4,3644,063+301+7%$717.8K$674.7K-$43.1K2026-11-06
Armstrong Advisory Group, Inc
INCREASED4,2414,223+18+0%$746.1K$655.7K-$90.4K2026-10-09
Gerber Kawasaki Wealth & Investment Management
DECREASED4,1904,229-39-1%$747.2K$648.0K-$99.2K2026-10-29
Fortune Financial Group, Inc.
INCREASED4,0233,972+51+1%$701.7K$622.0K-$79.7K2026-10-22
Spinnaker Investment Group, LLC
UNCHANGED4,0004,00000%$706.6K$618.5K-$88.1K2026-10-13
Blue Zone Wealth Advisors, LLC
DECREASED3,9514,334-383-9%$765.6K$610.9K-$154.7K2026-10-19
Valley Brook Capital Group, Inc.
DECREASED3,9363,996-60-1%$705.9K$608.6K-$97.3K2026-10-26
Diversify Wealth Management, LLC
DECREASED3,7863,967-181-5%$702.8K$588.0K-$114.8K2026-10-20
Diversify Advisory Services, LLC
DECREASED3,7863,967-181-5%$702.8K$588.0K-$114.8K2026-10-20
Clearstead Advisors, LLC
INCREASED3,7042,897+807+28%$511.7K$572.5K+$60.7K2026-11-06
Savant Capital, LLC
INCREASED3,6202,037+1,583+78%$363.3K$559.8K+$196.4K2026-11-06
Mission Wealth Management, LP
INCREASED3,4853,364+121+4%$594.3K$538.9K-$55.4K2026-10-15
Intesa Sanpaolo Wealth Management
UNCHANGED3,4363,43600%$607.0K$531.3K-$75.7K2026-10-28
Visionary Wealth Advisors
DECREASED3,3413,491-150-4%$616.7K$516.6K-$100.1K2026-11-04
US Bancorp \de\
DECREASED3,3183,766-448-12%$665.3K$513.0K-$152.2K2026-11-05
Howard Financial Services, Ltd.
INCREASED3,2662,982+284+10%$526.7K$505.0K-$21.7K2026-10-15
Central Valley Advisors, LLC
UNCHANGED3,0263,02600%$534.5K$467.9K-$66.7K2026-10-27
Ascentis Independent Advisors
NEW3,019—+3,019——$466.8K—2026-11-03
S&A Financial Services, Inc.
INCREASED3,0062,608+398+15%$460.7K$464.8K+$4.1K2026-11-03
Nations Financial Group Inc,
INCREASED2,9062,838+68+2%$501.3K$449.3K-$52.0K2026-11-05
Guardian Capital, LLC
DECREASED2,8153,895-1,080-28%$688.1K$435.3K-$252.8K2026-11-06
Center For Asset Management LLC
NEW2,611—+2,611——$403.8K—2026-10-16
Allworth Financial LP
INCREASED2,5692,398+171+7%$423.6K$453.9K+$30.3K2026-11-06
LVZ, Inc.
DECREASED2,5542,579-25-1%$455.6K$394.9K-$60.7K2026-10-20
Vontobel Holding Ltd.
INCREASED2,5222,292+230+10%$404.9K$390.0K-$14.9K2026-10-16
Aurora Private Wealth, Inc.
DECREASED2,4622,489-27-1%$440.0K$381-$439.6K2026-10-20
Cpwa, LLC
INCREASED2,4262,236+190+9%$394.9K$374.8K-$20.1K2026-11-04
Convergence Financial, LLC
DECREASED2,4194,838-2,419-50%$854.6K$374.0K-$480.6K2026-10-27
Uniting Wealth Partners, LLC
DECREASED2,39840,283-37,885-94%$7.1M$370.8K-$6.7M2026-11-06
Advisor OS, LLC
INCREASED2,3932,291+102+4%$404.8K$369.9K-$34.8K2026-11-03
Integras Partners LLC
INCREASED2,3681,997+371+19%$352.8K$366.1K+$13.4K2026-10-30
Bank of New York Mellon Corp
INCREASED2,3661,930+436+23%$341.0K$365.9K+$24.9K2026-11-05
Farther Finance Advisors, LLC
INCREASED2,3642,342+22+1%$413.7K$365.5K-$48.2K2026-10-08
Modera Wealth Management, LLC
DECREASED2,3522,558-206-8%$451.9K$363.7K-$88.2K2026-10-28
Millennium Capital Advisors, LLC
UNCHANGED2,3002,30000%$406.3K$355.6K-$50.7K2026-10-16
Naples Global Advisors, LLC
UNCHANGED2,2112,21100%$390.6K$341.9K-$48.7K2026-11-05
Allegheny Financial Group
INCREASED2,1951,903+292+15%$336.3K$339.5K+$3.2K2026-11-05
Curran Financial Partners, LLC
INCREASED2,1941,966+228+12%$347.4K$339.3K-$8.1K2026-11-04
Citizens Financial Group Inc
DECREASED2,1653,696-1,531-41%$652.8K$334.8K-$318.1K2026-10-23
Koesten, Hirschmann & Crabtree, Inc.
UNCHANGED2,1452,14500%$378.9K$331.7K-$47.3K2026-10-13
PFG Advisors
INCREASED2,1411,746+395+23%$308.5K$331.1K+$22.6K2026-10-16
HCR Wealth Advisors
UNCHANGED2,1352,13500%$377.2K$330.1K-$47.0K2026-10-15
Kraft, Davis & Associates, LLC
UNCHANGED2,0972,09700%$367.4K$328.3K-$39.1K2026-10-21
Chicago Partners Investment Group LLC
NEW2,082—+2,082——$320.7K—2026-10-27
Tempus Wealth Planning, LLC
DECREASED2,0754,615-2,540-55%$815.3K$320.9K-$494.4K2026-10-14
Indivisible Partners
NEW2,061—+2,061——$318.6K—2026-10-26
Compass Ion Advisors, LLC
DECREASED2,0512,074-23-1%$366.4K$317.2K-$49.2K2026-10-23
Integrity Alliance, Llc.
DECREASED2,0473,285-1,238-38%$580.5K$316.7K-$263.8K2026-10-29
Earned Wealth Advisors, LLC
DECREASED2,0264,271-2,245-53%$754.4K$313.2K-$441.2K2026-11-06
Chapin Davis, Inc.
DECREASED2,0202,038-18-1%$360.1K$312.3K-$47.8K2026-10-09
Advocate Investing Services LLC
UNCHANGED2,0002,00000%$353.3K$309.2K-$44.1K2026-10-26
Pacific Capital Wealth Advisors, Inc.
UNCHANGED2,0002,00000%$353.3K$309.2K-$44.1K2026-10-22
Level Four Advisory Services, LLC
INCREASED1,9871,962+25+1%$346.6K$307.2K-$39.4K2026-11-06
Choreo, LLC
INCREASED1,9621,921+41+2%$338.8K$303.4K-$35.4K2026-10-28
Partners Wealth Management, LLC
NEW1,958—+1,958——$302.7K—2026-10-28
SAX Wealth Advisors, LLC
NEW1,958—+1,958——$302.7K—2026-10-13
Foguth Wealth Management, Llc.
INCREASED1,9511,855+96+5%$311.3K$305.3K-$6.0K2026-10-19
Auour Investments LLC
INCREASED1,9441,921+23+1%$339.3K$300.6K-$38.8K2026-10-28
Veracity Capital LLC
UNCHANGED1,8941,89400%$334.6K$292.9K-$41.7K2026-10-08
Harbor Investment Advisory, LLC
DECREASED1,8681,976-108-5%$349.1K$288.8K-$60.2K2026-10-13
Diversified Trust Co
INCREASED1,8341,800+34+2%$318.0K$283.6K-$34.4K2026-11-06
Equitable Trust Co
UNCHANGED1,8271,82700%$322.7K$282.5K-$40.2K2026-10-13
Riggs Asset Managment Co. Inc.
DECREASED1,81323,827-22,014-92%$4.2M$280.3K-$3.9M2026-11-05
Apollon Wealth Management, LLC
INCREASED1,8031,795+8+0%$317.2K$278.9K-$38.3K2026-10-23
Rhodes Investment Advisors Inc
INCREASED1,8001,760+40+2%$310.9K$278.3K-$32.6K2026-10-07
Meridian Financial Advisors, LLC
UNCHANGED1,8001,80000%$318.0K$278.3K-$39.7K2026-10-14
Cypress Wealth Services, LLC
INCREASED1,7711,708+63+4%$301.7K$270.7K-$31.0K2026-10-21
Sard Wealth Management Group, LLC
INCREASED1,7681,763+5+0%$311.4K$273.4K-$38.0K2026-10-16
Davenport & Co LLC
DECREASED1,7463,252-1,506-46%$574.4K$270.0K-$304.4K2026-10-14
PKS Advisory Services, LLC
UNCHANGED1,7271,72700%$305.3K$305.3K$02026-10-26
Annex Advisory Services, LLC
INCREASED1,7161,713+3+0%$302.7K$265.3K-$37.3K2026-10-16
Relyea Zuckerberg Hanson LLC
UNCHANGED1,7011,70100%$300.5K$263.1K-$37.5K2026-10-20
Cape Investment Advisory, Inc.
INCREASED1,6841,524+160+11%$269.2K$260.4K-$8.8K2026-10-13
SeaBridge Investment Advisors LLC
NEW1,669—+1,669——$258.1K—2026-11-02
Lebenthal Global Advisors, LLC
UNCHANGED1,6401,64000%$289.7K$253.6K-$36.1K2026-10-28
Ascent Group, LLC
DECREASED1,6381,684-46-3%$297.5K$253.3K-$44.2K2026-10-30
Cathy Pareto & Associates, Inc
INCREASED1,6361,632+4+0%$288.4K$253.0K-$35.4K2026-10-15
VVR Holdings LLC
INCREASED1,5381,534+4+0%$270.9K$237.8K-$33.1K2026-10-19
Brighton Jones LLC
NEW1,522—+1,522——$235.3K—2026-11-03
Venture Visionary Partners LLC
INCREASED1,4501,440+10+1%$254.4K$224.2K-$30.2K2026-10-07
Schear Investment Advisers, LLC
NEW1,420—+1,420——$219.6K—2026-10-14
Tempo Wealth, LLC
DECREASED1,4201,602-182-11%$283.0K$219.6K-$63.4K2026-10-14
Principle Wealth Partners LLC
UNCHANGED1,4101,41000%$249.1K$218.0K-$31.1K2026-11-02
Advisor Resource Council
UNCHANGED1,3551,35500%$247.2K$210.6K-$36.6K2026-11-05
Strategic Advisors LLC
INCREASED1,3491,345+4+0%$237.6K$208.6K-$29.0K2026-10-13
Collaborative Wealth Managment Inc.
INCREASED1,3451,337+8+1%$236.2K$208.0K-$28.2K2026-11-06
Ridgeline Wealth Planning, LLC
INCREASED1,3421,266+76+6%$223.7K$207.6K-$16.1K2026-10-29
United Asset Strategies, Inc.
UNCHANGED1,3401,34000%$236.7K$207.2K-$29.5K2026-10-28
Kwmg, LLC
UNCHANGED1,3101,31000%$231.4K$202.6K-$28.9K2026-10-07
Beacon Financial Planning, Inc
INCREASED1,2971,293+4+0%$228.5K$200.5K-$27.9K2026-11-04
Avaii Wealth Management, LLC
UNCHANGED1,2881,28800%$227.5K$200.5K-$27.0K2026-10-09
Silver Grove Financial Group, Inc.
INCREASED1,239794+445+56%$140.3K$191.6K+$51.3K2026-11-05
Elevation Wealth Partners, LLC
INCREASED1,1401,136+4+0%$200.7K$176.2K-$24.5K2026-10-07
First Premier Bank
INCREASED1,100900+200+22%$159$170+$112026-10-13
Blue Trust, Inc.
INCREASED1,027967+60+6%$170.8K$158.8K-$12.0K2026-10-15
SYM Financial Corp
UNCHANGED1,0151,01500%$179.3K$156.9K-$22.4K2026-10-26
Compagnie Lombard Odier SCmA
DECREASED1,0004,000-3,000-75%$706.6K$154.6K-$552.0K2026-11-04
Livelsberger Financial Advisory
NEW952—+952——$147.1K—2026-10-28
Union Bancaire Privee, UBP SA
UNCHANGED94094000%$162.6K$146.6K-$16.1K2026-11-04
Private Trust Co NA
INCREASED933834+99+12%$147.3K$144.3K-$2.9K2026-10-20
EverSource Wealth Advisors, LLC
DECREASED9139,466-8,553-90%$1.7M$141.1K-$1.5M2026-11-04
Signaturefd, LLC
UNCHANGED86286200%$152.3K$133.3K-$19.0K2026-10-23
Activest Wealth Management
INCREASED811810+1+0%$143.1K$125.3K-$17.8K2026-10-15
IFS Advisors, LLC
NEW797—+797——$123.4K—2026-10-14
Cassaday & Co Wealth Management LLC
DECREASED689777-88-11%$137.3K$106.6K-$30.7K2026-10-27
Wilmington Savings Fund Society, FSB
UNCHANGED68368300%$120.7K$105.6K-$15.0K2026-10-23
Atlantic Edge Private Wealth Management, LLC
UNCHANGED64564500%$113.9K$99.7K-$14.2K2026-10-20
Plante Moran Financial Advisors, LLC
UNCHANGED63563500%$112.2K$98.2K-$14.0K2026-11-04
Reap Financial Group, LLC
INCREASED629628+1+0%$110.9K$97.3K-$13.6K2026-11-02
North Star Investment Management Corp.
UNCHANGED56556500%$99.8K$87.4K-$12.4K2026-10-27
Evermay Wealth Management LLC
INCREASED51246+466+1013%$8.1K$79.2K+$71.0K2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED507484+23+5%$85.5K$78.4K-$7.1K2026-11-03
GHP Investment Advisors, Inc.
UNCHANGED50150100%$88.5K$77.5K-$11.0K2026-10-15
Westside Investment Management, Inc.
UNCHANGED50050000%$88.3K$77.3K-$11.0K2026-11-02
Parallel Advisors, LLC
DECREASED486506-20-4%$89.4K$75.2K-$14.2K2026-11-03
Russell Investments Group, Ltd.
INCREASED427378+49+13%$66.8K$66.0K-$7512026-11-06
Gamma Investing LLC
UNCHANGED42542500%$75.1K$65.7K-$9.4K2026-10-08
Abound Wealth Management
INCREASED408399+9+2%$70.5K$63.1K-$7.4K2026-10-26
Adirondack Trust Co
UNCHANGED40040000%$70.7K$61.8K-$8.8K2026-10-14
Eastern Bank
UNCHANGED40040000%$70.7K$61.8K-$8.8K2026-10-05
Harbor Asset Planning, Inc.
INCREASED398397+1+0%$70.1K$61.5K-$8.6K2026-10-23
J.Safra Asset Management Corp
UNCHANGED39239200%$69.2K$60.6K-$8.6K2026-11-03
Blueline Advisors LLC
UNCHANGED36736700%$64.8K$56.7K-$8.1K2026-10-15
Simplex Trading, LLC
DECREASED329708-379-54%$125.1K$50.9K-$74.2K2026-11-04
Register Financial Advisors LLC
INCREASED327254+73+29%$44.9K$50.6K+$5.7K2026-10-23
Glass Jacobson Investment Advisors llc
INCREASED311207+104+50%$36.6K$48.1K+$11.5K2026-10-26
Nfsg Corp
INCREASED301300+1+0%$53.1K$46.6K-$6.5K2026-10-15
Oakworth Capital, Inc.
UNCHANGED30030000%$53.0K$46.4K-$6.6K2026-10-26
Financial Freedom, LLC
NEW297—+297——$45.9K—2026-11-06
DecisionPoint Financial, LLC
NEW294—+294——$45.7K—2026-10-27
AlphaCore Capital LLC
INCREASED287258+29+11%$45.6K$44.3K-$1.3K2026-11-04
Bokf, NA
UNCHANGED28128100%$49.6K$43.4K-$6.2K2026-10-27
Bayban
UNCHANGED24524500%$43.3K$43.3K$02026-11-05
Provenance Wealth Advisors, LLC
INCREASED236136+100+74%$24.0K$36.5K+$12.5K2026-10-30
Owl Creek Wealth Partners LLC
UNCHANGED21821800%$38.5K$33.7K-$4.8K2026-10-20
Larson Financial Group LLC
UNCHANGED21621600%$38.1K$33.5K-$4.7K2026-11-05
Milestone Investment Advisors LLC
INCREASED215214+1+0%$37.8K$33.2K-$4.6K2026-11-05
Birchbrook, Inc.
DECREASED205280-75-27%$49.5K$31.7K-$17.8K2026-10-14
Evolution Wealth Management Inc.
UNCHANGED18018000%$31.8K$27.8K-$4.0K2026-10-28
Montgomery Financial Services LLC
UNCHANGED14214200%$25.1K$22.0K-$3.1K2026-11-03
Quest 10 Wealth Builders, Inc.
UNCHANGED13513500%$23.8K$20.9K-$3.0K2026-11-02
Versant Capital Management, Inc
UNCHANGED13513500%$23.8K$20.9K-$3.0K2026-10-02
Eukles Asset Management
UNCHANGED12812800%$22.6K$19.8K-$2.8K2026-11-04
Rossby Financial, LCC
INCREASED12058+62+107%$10.2K$18.6K+$8.3K2026-11-05
City Holding Co
UNCHANGED11511500%$20.3K$17.8K-$2.5K2026-10-19
Beacon Investment Advisory Services, Inc.
DECREASED111188-77-41%$33.2K$17.2K-$16.0K2026-10-13
Trust Co of Vermont
UNCHANGED10910900%$19.3K$16.9K-$2.4K2026-10-21
EPG Wealth Management LLC
DECREASED101201-100-50%$35.5K$15.6K-$19.9K2026-11-03
Community Financial Services Group, LLC
UNCHANGED10110100%$17.9K$15.7K-$2.2K2026-10-15
Torren Management, LLC
NEW100—+100——$15.5K—2026-10-29
GK Wealth Management LLC
NEW100—+100——$15.5K—2026-10-09
First Bancorp, Inc
UNCHANGED10010000%$17.7K$15.5K-$2.2K2026-10-26
High Point Wealth Management, LLC
UNCHANGED10010000%$17.7K$15.5K-$2.2K2026-11-05
Triumph Capital Management
UNCHANGED10010000%$17.7K$15.5K-$2.2K2026-10-14
Kingdom Financial Group Llc.
UNCHANGED888800%$15.6K$13.7K-$1.9K2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED81495-414-84%$87.6K$12.5K-$75.1K2026-10-14
Princeton Global Asset Management LLC
UNCHANGED808000%$14.1K$12.4K-$1.8K2026-10-21
Nemes Rush Group LLC
UNCHANGED767600%$13.5K$11.8K-$1.7K2026-11-04
Wolff Wiese Magana LLC
UNCHANGED757500%$13.2K$11.6K-$1.7K2026-10-15
Fortitude Family Office, LLC
UNCHANGED676700%$11.8K$10.4K-$1.5K2026-10-14
Key FInancial Inc
UNCHANGED676700%$11.8K$10.4K-$1.5K2026-11-02
Harel Insurance Investments & Financial Services Ltd.
NEW64—+64——$10—2026-11-02
Quaker Wealth Management, LLC
DECREASED6489-25-28%$15.6K$9.8K-$5.8K2026-10-22
Cornerstone National Bank & Trust Co
UNCHANGED616100%$10.8K$9.5K-$1.3K2026-10-20
Pinnacle Wealth Planning Services, Inc.
UNCHANGED595900%$10.4K$9.1K-$1.3K2026-10-27
Hilton Head Capital Partners, LLC
NEW55—+55——$8.5K—2026-10-23
Transce3nd, LLC
NEW54—+54——$8.4K—2026-10-26
UMB Bank, n.a.
NEW50—+50——$7.7K—2026-11-06
Beutel, Goodman & Co Ltd.
UNCHANGED505000%$8$7-$12026-11-04
Rosenberg Matthew Hamilton
UNCHANGED494900%$8.7K$7.6K-$1.1K2026-10-05
Southern Michigan Bank & Trust
NEW43—+43——$6.6K—2026-10-19
Avion Wealth
UNCHANGED414100%$7$6-$12026-11-04
Country Trust Bank
NEW33—+33——$5.1K—2026-10-30
Ascentis Wealth Management, LLC
NEW26—+26——$4.0K—2026-11-03
Townsend Asset Management Corp
NEW25—+25——$3.9K—2026-10-29
High Note Wealth, LLC
UNCHANGED232300%$4.1K$3.6K-$5072026-10-27
Tradewinds Capital Management, LLC
UNCHANGED232300%$4.1K$3.6K-$5062026-10-23
Rydar Equities, Inc.
NEW22—+22——$3.4K—2026-10-13
JFS Wealth Advisors, LLC
UNCHANGED222200%$3.9K$3.4K-$4752026-11-03
Cherry Tree Wealth Management, LLC
UNCHANGED212100%$3.7K$3.2K-$4622026-10-15
Latitude Advisors, LLC
NEW20—+20——$3.1K—2026-10-27
CX Institutional
DECREASED19430-411-96%$76$3-$732026-10-02
Next Level Wealth Planning, LLC
NEW13—+13——$2.0K—2026-10-29
Root Financial Partners, LLC
NEW13—+13——$2.0K—2026-10-21
Barrett & Company, Inc.
UNCHANGED131300%$2.3K$2.0K-$2862026-10-22
Cedar Mountain Advisors, LLC
UNCHANGED101000%$1.8K$1.5K-$2212026-10-15
Allspring Global Investments Holdings, LLC
UNCHANGED9900%$1.6K$1.4K-$2202026-11-04
Bangor Savings Bank
UNCHANGED9900%$1.6K$1.4K-$1982026-10-06
Duncker Streett & Co Inc
UNCHANGED9900%$1.6K$1.4K-$1982026-10-27
Biltmore Family Office, LLC
NEW7—+7——$1.1K—2026-11-03
Mechanics Financial Corp
UNCHANGED5500%$883$773-$1102026-11-05
Clayton Financial Group LLC
NEW4—+4——$619—2026-10-13
Concord Wealth Partners
UNCHANGED3300%$530$464-$662026-11-02
Axxcess Wealth Management, LLC
CLOSED0336,790-336,790-100%$59.5M$0-$59.5M2026-10-21
KPP Advisory Services LLC
CLOSED050,965-50,965-100%$9.0M$0-$9.0M2026-10-26
Ferguson Shapiro LLC
CLOSED018,729-18,729-100%$3.3M$0-$3.3M2026-10-16
Nilsine Partners, LLC
CLOSED010,042-10,042-100%$1.8M$0-$1.8M2026-11-02
Cadent Capital Advisors, LLC
CLOSED08,927-8,927-100%$1.6M$0-$1.6M2026-10-09
Hennion & Walsh Asset Management, Inc.
CLOSED05,425-5,425-100%$958.3K$0-$958.3K2026-10-13
Wellington Shields & Co., LLC
CLOSED03,133-3,133-100%$553.4K$0-$553.4K2026-11-03
MinichMacGregor Wealth Management, LLC
CLOSED02,167-2,167-100%$382.8K$0-$382.8K2026-10-14
Connecticut Capital Management Group, LLC
CLOSED01,845-1,845-100%$326.0K$0-$326.0K2026-10-29
Arrien Investments, Inc.
CLOSED01,832-1,832-100%$323.6K$0-$323.6K2026-10-30
Axim Planning & Wealth
CLOSED01,660-1,660-100%$293.2K$0-$293.2K2026-10-28
Acorn Financial Advisory Services Inc
CLOSED01,597-1,597-100%$282.1K$0-$282.1K2026-11-02
ProVise Management Group, LLC
CLOSED01,536-1,536-100%$271.3K$0-$271.3K2026-11-06
Fifth Third Securities, Inc.
CLOSED01,527-1,527-100%$269.7K$0-$269.7K2026-10-21
KG Capital Management
CLOSED01,499-1,499-100%$264.8K$0-$264.8K2026-10-15
Financial Concepts Unlimited, Inc.
CLOSED01,480-1,480-100%$261.4K$0-$261.4K2026-11-06
Eagle Rock Investment Company, LLC
CLOSED01,441-1,441-100%$254.6K$0-$254.6K2026-10-21
Koshinski Asset Management, Inc.
CLOSED01,336-1,336-100%$236.1K$0-$236.1K2026-10-29
Ritholtz Wealth Management
CLOSED01,324-1,324-100%$233.9K$0-$233.9K2026-11-05
Western Financial Corp
CLOSED01,290-1,290-100%$227.8K$0-$227.8K2026-10-14
Secure Asset Management, LLC
CLOSED01,257-1,257-100%$222.0K$0-$222.0K2026-10-19
Heritage Wealth Management, Inc.
CLOSED01,244-1,244-100%$219.8K$0-$219.8K2026-10-28
Triton Wealth Management, Pllc
CLOSED01,219-1,219-100%$214.0K$0-$214.0K2026-11-04
TCI Wealth Advisors, Inc.
CLOSED01,162-1,162-100%$205.3K$0-$205.3K2026-10-30
MGO One Seven LLC
CLOSED01,159-1,159-100%$204.7K$0-$204.7K2026-10-28
Merkkuri Wealth Advisors LLC
CLOSED01,153-1,153-100%$203.6K$0-$203.6K2026-11-03
Rossmore Private Capital
CLOSED0600-600-100%$106.0K$0-$106.0K2026-10-27
Institute for Wealth Management, Llc.
CLOSED0483-483-100%$85.3K$0-$85.3K2026-11-06
United Community Bank
CLOSED0463-463-100%$81.8K$0-$81.8K2026-10-28
Merrithew & Thorsten Inc
CLOSED0427-427-100%$75.0K$0-$75.0K2026-11-06
Evolution Advisers, Inc.
CLOSED0406-406-100%$71$0-$712026-11-06
Tucker Asset Management LLC
CLOSED0327-327-100%$57.8K$0-$57.8K2026-10-29
First Command Advisory Services, Inc.
CLOSED0188-188-100%$33.2K$0-$33.2K2026-11-05
Mather Group, Llc.
CLOSED0140-140-100%$24.7K$0-$24.7K2026-10-14
Pension & Wealth Management Advisors, Inc.
CLOSED0100-100-100%$17.7K$0-$17.7K2026-10-16
Caldwell Trust Co
CLOSED060-60-100%$10.6K$0-$10.6K2026-10-30
Hoey Investments, Inc
CLOSED051-51-100%$9.0K$0-$9.0K2026-10-29
City State Bank
CLOSED040-40-100%$7.1K$0-$7.1K2026-10-20
Vermillion Wealth Management, Inc.
CLOSED033-33-100%$5.8K$0-$5.8K2026-10-26
Belvedere Trading LLC
CLOSED06-6-100%$1.1K$0-$1.1K2026-11-05
Key Capital Management, Inc
CLOSED01-1-100%$177$0-$1772026-11-03
Bank of America Corp
N/A—7,767,639-7,767,639-100%$1.4B———
Morgan Stanley
N/A—2,235,301-2,235,301-100%$394.9M———
UBS Group AG
N/A—798,868-798,868-100%$141.1M———
Wells Fargo & Company
N/A—749,896-749,896-100%$132.5M———
Ameriprise Financial Inc
N/A—657,165-657,165-100%$115.8M———
Raymond James Financial Inc
N/A—594,361-594,361-100%$105.0M———
HighTower Advisors, LLC
N/A—480,274-480,274-100%$84.8M———
Cetera Investment Advisers
N/A—368,675-368,675-100%$65.1M———
Summit Trail Advisors, LLC
N/A—329,916-329,916-100%$58.3M———
Osaic Holdings, Inc.
N/A—284,558-284,558-100%$50.3M———
Jones Financial Companies Lllp
N/A—265,171-265,171-100%$45.5M———
Envestnet Asset Management Inc
N/A—241,110-241,110-100%$42.6M———
MAI Capital Management
N/A—213,597-213,597-100%$37.7M———
Royal Bank of Canada
N/A—205,124-205,124-100%$36.2M———
Modern Wealth Management, LLC
N/A—196,588-196,588-100%$34.7M———
MML Investors Services, LLC
N/A—193,028-193,028-100%$34.1M———
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
N/A—166,184-166,184-100%$29.4M———
Equitable Holdings, Inc.
N/A—141,541-141,541-100%$25.0M———
Janney Montgomery Scott LLC
N/A—140,041-140,041-100%$24.7M———
Stifel Financial Corp
N/A—136,776-136,776-100%$24.2M———
Beacon Pointe Advisors, LLC
N/A—130,700-130,700-100%$23.1M———
Composition Wealth, LLC
N/A—129,192-129,192-100%$22.8M———
Focus Partners Wealth
N/A—122,237-122,237-100%$21.6M———
IHT Wealth Management, LLC
N/A—117,811-117,811-100%$20.8M———
Presidio Capital Management, LLC
N/A—117,602-117,602-100%$20.8M———
EFG International AG
N/A—85,918-85,918-100%$15.2M———
Goldman Sachs Group Inc
N/A—83,264-83,264-100%$14.7M———
BNP Paribas Financial Markets
N/A—80,005-80,005-100%$14.1M———
Private Advisor Group, LLC
N/A—75,106-75,106-100%$13.3M———
Northwestern Mutual Wealth Management Co
N/A—74,041-74,041-100%$13.1M———
Adapt Wealth Advisors, LLC
N/A—70,753-70,753-100%$12.5M———
JPMorgan Chase & Co
N/A—61,770-61,770-100%$10.7M———
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
N/A—61,165-61,165-100%$10.8M———
Steward Partners Investment Advisory, LLC
N/A—60,669-60,669-100%$10.7M———
NewEdge Advisors, LLC
N/A—59,745-59,745-100%$10.6M———
Prosperity Consulting Group, LLC
N/A—59,538-59,538-100%$10.5M———
Rockefeller Capital Management L.P.
N/A—44,221-44,221-100%$7.8M———
Federation des caisses Desjardins du Quebec
N/A—41,823-41,823-100%$7.4M———
Beck Capital Management, LLC
N/A—39,627-39,627-100%$7.0M———
Belpointe Asset Management LLC
N/A—38,631-38,631-100%$6.8M———
Kovack Advisors, Inc.
N/A—37,600-37,600-100%$6.6M———
SageGuard Financial Group, LLC
N/A—36,515-36,515-100%$6.5M———
Castle Wealth Management LLC
N/A—36,156-36,156-100%$6.4M———
Great Valley Advisor Group, Inc.
N/A—34,401-34,401-100%$6.1M———
Harbour Investments, Inc.
N/A—31,921-31,921-100%$5.6M———
Pacific SUN Financial Corp
N/A—30,787-30,787-100%$5.4M———
Waterloo Capital, L.P.
N/A—30,564-30,564-100%$5.4M———
Henson-Edgewater Management, LLC
N/A—29,380-29,380-100%$5.4M———
Fischer Investment Strategies, LLC
N/A—28,402-28,402-100%$5.0M———
Susquehanna International Group, LLP
N/A—28,180-28,180-100%$5.0M———
Qube Research & Technologies Ltd
N/A—25,270-25,270-100%$4.5M———
Harbour Wealth Management Group, Inc.
N/A—24,979-24,979-100%$4.4M———
Baird Financial Group, Inc.
N/A—24,125-24,125-100%$4.3M———
&partners
N/A—23,646-23,646-100%$4.2M———
Blair William & Co
N/A—21,019-21,019-100%$3.7M———
Western Wealth Management, LLC
N/A—20,934-20,934-100%$3.7M———
Bleakley Financial Group, LLC
N/A—20,642-20,642-100%$3.6M———
Bank of Montreal
N/A—20,490-20,490-100%$3.6M———
Quantinno Capital Management LP
N/A—19,148-19,148-100%$3.4M———
Stratos Wealth Partners, Ltd.
N/A—18,741-18,741-100%$3.3M———
FMR LLC
N/A—18,568-18,568-100%$3.3M———
Cerity Partners LLC
N/A—18,084-18,084-100%$3.2M———
Pinnacle Financial Partners, Inc.
N/A—18,080-18,080-100%$3.2M———
BFC Planning, Inc.
N/A—16,812-16,812-100%$3.0M———
Ausdal Financial Partners, Inc.
N/A—16,233-16,233-100%$2.9M———
Orleans Capital Management Corp
N/A—16,076-16,076-100%$2.8M———
Beto Financial Group, LLC
N/A—15,694-15,694-100%$2.6M———
CIBC World Market Inc.
N/A—15,691-15,691-100%$2.8M———
Global Retirement Partners, LLC
N/A—15,657-15,657-100%$2.8M———
Warner Group LLC
N/A—15,310-15,310-100%$2.7M———
Captrust Financial Advisors
N/A—14,624-14,624-100%$2.6M———
HRT Financial LP
N/A—14,462-14,462-100%$2.6M———
Citadel Advisors LLC
N/A—14,047-14,047-100%$2.5M———
Hancock Whitney Corp
N/A—13,094-13,094-100%$2.3M———
Principal Securities, Inc.
N/A—13,076-13,076-100%$2.3M———
Guardian Wealth Advisors, LLC / NC
N/A—12,622-12,622-100%$2.2M———
Sanctuary Advisors, LLC
N/A—12,617-12,617-100%$2.2M———
Ameritas Advisory Services, LLC
N/A—12,369-12,369-100%$2.2M———
Gladstone Institutional Advisory LLC
N/A—11,477-11,477-100%$2.0M———
Arkadios Wealth Advisors
N/A—11,343-11,343-100%$2.0M———
AlTi Global, Inc.
N/A—11,239-11,239-100%$2.0M———
Mariner, LLC
N/A—11,156-11,156-100%$2.0M———
PCG Wealth Advisors, LLC
N/A—11,038-11,038-100%$1.9M———
Northstar Financial Companies, Inc.
N/A—10,733-10,733-100%$1.9M———
Atlantic Family Wealth, LLC
N/A—10,278-10,278-100%$1.8M———
AQR Capital Management LLC
N/A—10,254-10,254-100%$1.8M———
Arax Advisory Partners
N/A—10,249-10,249-100%$1.8M———
Brown Brothers Harriman & Co
N/A—10,155-10,155-100%$1.8M———
Integrated Wealth Concepts LLC
N/A—9,850-9,850-100%$1.7M———
Renaissance Technologies LLC
N/A—9,500-9,500-100%$1.7M———
Allied Private Wealth LLC
N/A—9,225-9,225-100%$1.6M———
Nova Wealth Management, Inc.
N/A—8,890-8,890-100%$1.6M———
Tidemark, LLC
N/A—8,840-8,840-100%$1.6M———
SOA Wealth Advisors, Llc.
N/A—8,614-8,614-100%$1.5M———
Mercer Global Advisors Inc
N/A—8,608-8,608-100%$1.5M———
Snowden Capital Advisors LLC
N/A—8,582-8,582-100%$1.5M———
Main Street Financial Solutions, LLC
N/A—8,581-8,581-100%$1.5M———
Kingsview Wealth Management, LLC
N/A—8,525-8,525-100%$1.5M———
Rollins Financial Advisors, LLC
N/A—8,270-8,270-100%$1.5M———
Carr Financial Group Corp
N/A—7,602-7,602-100%$1.3M———
Xcelsior Advisor Partners LLC
N/A—7,115-7,115-100%$1.3M———
Centaurus Financial, Inc.
N/A—6,971-6,971-100%$1.2M———
Ameritas Investment Partners, Inc.
N/A—6,958-6,958-100%$1.2M———
AE Wealth Management LLC
N/A—6,818-6,818-100%$1.2M———
Scotia Capital Inc.
N/A—6,602-6,602-100%$1.2M———
Flow Traders U.S. LLC
N/A—6,587-6,587-100%$1.2M———
Geneos Wealth Management Inc.
N/A—6,344-6,344-100%$1.1M———
Benjamin Edwards Inc
N/A—6,226-6,226-100%$1.1M———
LM Advisors LLC
N/A—6,000-6,000-100%$1.1M———
Advisory Services Network, LLC
N/A—5,952-5,952-100%$1.1M———
M&T Bank Corp
N/A—5,711-5,711-100%$1.0M———
Cascade Financial Partners, LLC
N/A—5,698-5,698-100%$1.0M———
Access Financial Services, Inc.
N/A—5,570-5,570-100%$983.9K———
Thoroughbred Financial Services, LLC
N/A—5,568-5,568-100%$983.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—5,556-5,556-100%$981.4K———
Ascent Advisors, LLC
N/A—5,497-5,497-100%$975.9K———
Cary Street Partners Financial LLC
N/A—5,259-5,259-100%$929.0K———
BlackRock, Inc.
N/A—5,137-5,137-100%$907.4K———
Gateway Wealth Partners, LLC
N/A—5,048-5,048-100%$891.7K———
Tidal Investments LLC
N/A—4,972-4,972-100%$878.3K———
Concentrum Wealth Management
N/A—4,889-4,889-100%$863.6K———
Hobbs Group Advisors, LLC
N/A—4,888-4,888-100%$863.5K———
Bluespring Wealth Management, LLC
N/A—4,884-4,884-100%$862.8K———
Cresset Asset Management, LLC
N/A—4,871-4,871-100%$860.5K———
Exit Wealth Advisors, Llc.
N/A—4,854-4,854-100%$857.5K———
Wealth Watch Advisors, Inc
N/A—4,667-4,667-100%$824.4K———
Florida Financial Advisors, LLC
N/A—4,621-4,621-100%$816.2K———
Smith, Moore & Co.
N/A—4,497-4,497-100%$794.3K———
Essex Financial Services, Inc.
N/A—4,491-4,491-100%$793.3K———
Calton & Associates, Inc.
N/A—4,454-4,454-100%$786.8K———
Savvy Advisors, Inc.
N/A—4,320-4,320-100%$763.1K———
WealthShield Partners, LLC
N/A—4,270-4,270-100%$754.3K———
Mutual Advisors, LLC
N/A—4,159-4,159-100%$734.8K———
EP Wealth Advisors, LLC
N/A—3,845-3,845-100%$679.2K———
Kane Investment Management, Inc.
N/A—3,730-3,730-100%$658.9K———
KKM Financial LLC
N/A—3,727-3,727-100%$658.4K———
Keating Financial Advisory Services, Inc.
N/A—3,575-3,575-100%$631.5K———
King Wealth Management Group
N/A—3,189-3,189-100%$563.0K———
Summit Financial, LLC
N/A—3,162-3,162-100%$558.6K———
PFG Investments, LLC
N/A—3,048-3,048-100%$538.4K———
HighPoint Advisor Group LLC
N/A—3,020-3,020-100%$533.6K———
Pathstone Holdings, LLC
N/A—2,897-2,897-100%$511.8K———
Advyzon Investment Management, LLC
N/A—2,868-2,868-100%$506.6K———
Wealthspire Retirement, LLC
N/A—2,850-2,850-100%$489.9K———
Waverly Advisors, LLC
N/A—2,807-2,807-100%$495.8K———
Sonoma Private Wealth LLC
N/A—2,716-2,716-100%$479.8K———
Fortis Capital Advisors, LLC
N/A—2,707-2,707-100%$478.2K———
Brown Advisory Inc
N/A—2,694-2,694-100%$475.9K———
IFG Advisory, LLC
N/A—2,669-2,669-100%$471.5K———
Holderness Investments Co
N/A—2,631-2,631-100%$464.7K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—2,564-2,564-100%$452.9K———
O'shaughnessy Asset Management, LLC
N/A—2,432-2,432-100%$429.6K———
Whittier Trust Co
N/A—2,430-2,430-100%$443.3K———
IAM Advisory, LLC
N/A—2,403-2,403-100%$424.4K———
Advisors Capital Management, LLC
N/A—2,356-2,356-100%$416.3K———
Ritter Daniher Financial Advisory LLC / de
N/A—2,334-2,334-100%$412.3K———
CIBC Bancorp USA Inc.
N/A—2,302-2,302-100%$406.6K———
OneDigital Investment Advisors LLC
N/A—2,250-2,250-100%$397.4K———
V2 Financial group LLC
N/A—2,200-2,200-100%$388.6K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—2,191-2,191-100%$387.0K———
NewEdge Wealth, LLC
N/A—2,165-2,165-100%$382.4K———
Regal Investment Advisors LLC
N/A—2,136-2,136-100%$377.3K———
Manhattan West Asset Management, LLC
N/A—2,108-2,108-100%$372.4K———
Round Rock Advisors LLC
N/A—2,038-2,038-100%$359.9K———
Astoria Portfolio Advisors Llc.
N/A—2,023-2,023-100%$357.4K———
World Investment Advisors
N/A—2,011-2,011-100%$335.5K———
Dash Acquisitions Inc.
N/A—2,000-2,000-100%$368.9K———
Planning Directions Inc
N/A—1,952-1,952-100%$344.9K———
Stratos Investment Management, LLC
N/A—1,853-1,853-100%$327.5K———
Prasad Wealth Partners, LLC
N/A—1,853-1,853-100%$327.3K———
Gotham Asset Management, LLC
N/A—1,790-1,790-100%$316.2K———
CCG Wealth Management, LLC
N/A—1,748-1,748-100%$308.8K———
IFC Advisors LLC
N/A—1,724-1,724-100%$304.5K———
Foundations Investment Advisors, LLC
N/A—1,706-1,706-100%$301.4K———
National Bank of Canada
N/A—1,694-1,694-100%$299.2K———
Stephens Inc
N/A—1,689-1,689-100%$298.3K———
Mission Creek Capital Partners, Inc.
N/A—1,683-1,683-100%$297.2K———
Bellevue Asset Management, LLC
N/A—1,635-1,635-100%$288.8K———
Marshall Investment Management, LLC
N/A—1,610-1,610-100%$284.5K———
Vestmark Advisory Solutions, Inc.
N/A—1,574-1,574-100%$278.1K———
Capital Analysts, LLC
N/A—1,559-1,559-100%$275.0K———
Mosaic Family Wealth Partners, LLC
N/A—1,525-1,525-100%$269.3K———
Ducere Wealth Management LLC
N/A—1,471-1,471-100%$259.9K———
Chokshi & Queen Wealth Advisors, Inc
N/A—1,400-1,400-100%$247.3K———
Strategic Investment Solutions, Inc.
N/A—1,398-1,398-100%$247.0K———
Rehmann Capital Advisory Group
N/A—1,376-1,376-100%$243.1K———
Chancellor Financial Group WB LP
N/A—1,363-1,363-100%$240.7K———
Advisory Alpha, LLC
N/A—1,343-1,343-100%$237.5K———
Vertex Planning Partners, LLC
N/A—1,324-1,324-100%$233.8K———
Caprock Group, LLC
N/A—1,296-1,296-100%$229.0K———
Operose Advisors LLC
N/A—1,290-1,290-100%$227.8K———
Ancora Advisors LLCA
N/A—1,290-1,290-100%$227.9K———
Meeder Advisory Services, Inc.
N/A—1,284-1,284-100%$226.8K———
Coppell Advisory Solutions LLC
N/A—1,264-1,264-100%$3.9M———
QRG Capital Management, Inc.
N/A—1,240-1,240-100%$219.0K———
SouthState Bank Corp
N/A—1,226-1,226-100%$216.6K———
Stratos Wealth Advisors, LLC
N/A—1,187-1,187-100%$209.8K———
Oxford Financial Group, Ltd. LLC
N/A—1,184-1,184-100%$209.2K———
Perennial Investment Advisors, LLC
N/A—1,184-1,184-100%$209.2K———
Arrowroot Family Office, LLC
N/A—1,146-1,146-100%$202.4K———
WNY Asset Management, LLC
N/A—1,138-1,138-100%$201.1K———
Tradition Wealth Management, LLC
N/A—1,133-1,133-100%$200.1K———
McMillan Office, Inc.
N/A—1,000-1,000-100%$176.7K———
Mpwm Advisory Solutions, LLC
N/A—967-967-100%$170.8K———
Rothschild Investment LLC
N/A—938-938-100%$165.6K———
Picton Mahoney Asset Management
N/A—910-910-100%$160.8K———
SHP Wealth Management
N/A—739-739-100%$130.5K———
Glenmede Trust Co NA
N/A—636-636-100%$112.3K———
Huntington National Bank
N/A—627-627-100%$110.8K———
Protective Life Corp
N/A—455-455-100%$80.4K———
Smartleaf Asset Management LLC
N/A—442-442-100%$76.5K———
Orion Capital Management LLC
N/A—435-435-100%$76.8K———
Atlantic Union Bankshares Corp
N/A—385-385-100%$68.0K———
Ankerstar Wealth, LLC
N/A—331-331-100%$58.5K———
Glen Eagle Advisors, LLC
N/A—322-322-100%$56.9K———
Banque Cantonale Vaudoise
N/A—280-280-100%$49.0K———
UBS Asset Management Americas LLC
N/A—276-276-100%$48.8K———
PlanVest Financial, Inc
N/A—207-207-100%$36.6K———
Jackson, Grant Investment Advisers, Inc.
N/A—204-204-100%$36.0K———
Hantz Financial Services, Inc.
N/A—200-200-100%$35.0K———
MidFirst Bank
N/A—150-150-100%$26.5K———
Glassman Wealth Services
N/A—131-131-100%$23.1K———
Financial Avengers, Inc.
N/A—130-130-100%$23.0K———
Continuum Advisory, LLC
N/A—130-130-100%$23.0K———
IMA Advisory Services, Inc.
N/A—125-125-100%$22.1K———
JDM Financial Group LLC
N/A—101-101-100%$17.8K———
Investment Counsel Co of Nevada
N/A—97-97-100%$17.1K———
BOK Financial Private Wealth, Inc.
N/A—95-95-100%$16.8K———
Ameriflex Group, Inc.
N/A—89-89-100%$15.7K———
Private Wealth Asset Management, LLC
N/A—80-80-100%$14.1K———
Founders Financial Alliance, LLC
N/A—65-65-100%$11.5K———
Roble, Belko & Company, Inc
N/A—65-65-100%$11———
Fourth Dimension Wealth, LLC
N/A—61-61-100%$10.8K———
Integrity Financial Corp
N/A—56-56-100%$9.9K———
LRI Investments, LLC
N/A—50-50-100%$8.8K———
Aptus Capital Advisors, LLC
N/A—43-43-100%$7.6K———
Franklin Resources Inc
N/A—37-37-100%$6.5K———
HHM Wealth Advisors, LLC
N/A—30-30-100%$5.3K———
Caitlin John, LLC
N/A—30-30-100%$5.3K———
1 North Wealth Services LLC
N/A—27-27-100%$4.8K———
WealthCollab, LLC
N/A—27-27-100%$4.8K———
Harborfront Financial Group LLC
N/A—25-25-100%$4.4K———
Mcguire Capital Advisors Inc
N/A—16-16-100%$2.8K———
Horizon Bancorp Inc
N/A—10-10-100%$2.0K———
Tower Research Capital LLC (TRC)
N/A—3-3-100%$530———
Basepoint Wealth LLC
N/A—2-2-100%$356———
Steigerwald, Gordon & Koch Inc.
N/A—1-1-100%$177———
Showing 616 of 616 institutions