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Invesco S&P 500 Top 50 ETF (XLG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Principle Wealth Partners LLC
INCREASED
Shares2,609,727 from 2,592,959
Change+16,768 (+1%)
Value$166.0M (+$7.2M)
Filed 2026-11-02
Means Investment Co., Inc.
INCREASED
Shares1,645,014 from 1,624,685
Change+20,329 (+1%)
Value$104.6M (+$5.2M)
Filed 2026-11-03
Lido Advisors, LLC
INCREASED
Shares1,281,739 from 1,257,704
Change+24,035 (+2%)
Value$81.5M (+$4.5M)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares1,125,083 from 1,370,284
Change-245,201 (-18%)
Value$72.6M (-$12.4M)
Filed 2026-10-13
Demars Financial Group, LLC
INCREASED
Shares804,452 from 776,421
Change+28,031 (+4%)
Value$51.2M (+$3.6M)
Filed 2026-10-22
Citigroup Inc
INCREASED
Shares772,990 from 745,845
Change+27,145 (+4%)
Value$49.2M (+$3.5M)
Filed 2026-11-04
Farther Finance Advisors, LLC
DECREASED
Shares595,456 from 607,616
Change-12,160 (-2%)
Value$37.9M (+$673.4K)
Filed 2026-10-08
Quattro Financial Advisors LLC
INCREASED
Shares482,543 from 337,860
Change+144,683 (+43%)
Value$30.7M (+$10.0M)
Filed 2026-10-15
Polaris Financial Partners
NEW
Shares333,977
Change+333,977
Value$21.4K
Filed 2026-10-02
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares309,000 from 280,000
Change+29,000 (+10%)
Value$19.7M (+$2.5M)
Filed 2026-11-03
Segment Wealth Management, LLC
INCREASED
Shares308,926 from 305,742
Change+3,184 (+1%)
Value$19.7M (+$930.2K)
Filed 2026-10-26
Commonwealth Equity Services, LLC
INCREASED
Shares302,454 from 291,213
Change+11,241 (+4%)
Value$19.2M (+$1.4M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares294,784 from 276,509
Change+18,275 (+7%)
Value$18.8M (+$1.8M)
Filed 2026-11-02
Cyr Financial Inc.
INCREASED
Shares287,091 from 266,804
Change+20,287 (+8%)
Value$18.3M (+$1.9M)
Filed 2026-10-16
Altfest L J & Co Inc
NEW
Shares262,096
Change+262,096
Value$16.7M
Filed 2026-10-27
Green Ridge Wealth Planning LLC
DECREASED
Shares220,635 from 228,719
Change-8,084 (-4%)
Value$14.0M (+$30.2K)
Filed 2026-10-08
JSF Financial, LLC
INCREASED
Shares192,540 from 186,891
Change+5,649 (+3%)
Value$12.2M (+$804.1K)
Filed 2026-10-22
KPP Advisory Services LLC
INCREASED
Shares184,148 from 173,685
Change+10,463 (+6%)
Value$11.7M (+$1.1M)
Filed 2026-10-26
Capstone Wealth Management Group, LLC
NEW
Shares180,861
Change+180,861
Value$10.4M
Filed 2026-11-05
Lighthouse Financial Services Inc
INCREASED
Shares180,067 from 176,958
Change+3,109 (+2%)
Value$11.5M (+$657.8K)
Filed 2026-11-02
Precedent Wealth Partners, LLC
DECREASED
Shares166,637 from 173,358
Change-6,721 (-4%)
Value$10.6M (-$14.9K)
Filed 2026-10-21
MGO One Seven LLC
DECREASED
Shares155,535 from 158,316
Change-2,781 (-2%)
Value$9.9M (+$199.9K)
Filed 2026-10-28
Flagship Wealth Advisors, LLC
INCREASED
Shares142,998 from 135,600
Change+7,398 (+5%)
Value$9.1M (+$793.3K)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
DECREASED
Shares140,615 from 148,505
Change-7,890 (-5%)
Value$8.9M (-$148.5K)
Filed 2026-10-16
D.A. Davidson & Co.
DECREASED
Shares133,721 from 139,502
Change-5,781 (-4%)
Value$8.5M (-$35.7K)
Filed 2026-10-28
Ashton Thomas Securities, LLC
INCREASED
Shares123,973 from 123,103
Change+870 (+1%)
Value$7.9M (+$348.3K)
Filed 2026-10-26
Crescent Grove Advisors, LLC
UNCHANGED
Shares117,638 from 117,638
Change0 (0%)
Value$7.5M (+$280.0K)
Filed 2026-10-21
IFC & Insurance Marketing, Inc.
INCREASED
Shares116,782 from 113,274
Change+3,508 (+3%)
Value$7.4M (+$498.0K)
Filed 2026-10-16
Elevatus Welath Management
NEW
Shares116,243
Change+116,243
Value$7.4M
Filed 2026-10-19
Madrona Financial Services, LLC
INCREASED
Shares114,761 from 19,175
Change+95,586 (+498%)
Value$7.3M (+$6.1M)
Filed 2026-10-23
Integrity Alliance, Llc.
INCREASED
Shares110,628 from 103,872
Change+6,756 (+7%)
Value$7.0M (+$677.0K)
Filed 2026-10-29
Sage Mountain Advisors LLC
DECREASED
Shares103,928 from 104,090
Change-162 (0%)
Value$6.6M (+$237.4K)
Filed 2026-11-02
Kestra Advisory Services, LLC
DECREASED
Shares97,981 from 191,225
Change-93,244 (-49%)
Value$6.2M (-$5.5M)
Filed 2026-11-02
HBW Advisory Services LLC
INCREASED
Shares93,013 from 91,730
Change+1,283 (+1%)
Value$5.9M (+$300.0K)
Filed 2026-10-15
Comprehensive Financial Planning, Inc.
DECREASED
Shares92,585 from 92,770
Change-185 (0%)
Value$5.9M (+$209.1K)
Filed 2026-10-27
Basso Capital Management, L.P.
DECREASED
Shares85,351 from 86,797
Change-1,446 (-2%)
Value$5.4M (+$114.6K)
Filed 2026-10-30
VestGen Advisors, LLC
DECREASED
Shares82,403 from 87,602
Change-5,199 (-6%)
Value$5.2M (-$122.2K)
Filed 2026-10-27
Truist Financial Corp
INCREASED
Shares79,616 from 77,854
Change+1,762 (+2%)
Value$5.1M (+$297.4K)
Filed 2026-10-30
Elevation Capital Advisory, LLC
INCREASED
Shares78,372 from 21,085
Change+57,287 (+272%)
Value$5.0M (+$3.7M)
Filed 2026-10-29
Cornerstone Wealth Group, LLC
DECREASED
Shares74,571 from 74,788
Change-217 (0%)
Value$4.7M (+$164.2K)
Filed 2026-11-02
Stenger Family Office, LLC
DECREASED
Shares72,349 from 73,624
Change-1,275 (-2%)
Value$4.7M (+$178.7K)
Filed 2026-10-22
City Center Advisors, LLC
INCREASED
Shares70,311 from 61,579
Change+8,732 (+14%)
Value$4.5M (+$702.0K)
Filed 2026-10-08
Asset Allocation Strategies LLC
DECREASED
Shares70,122 from 71,036
Change-914 (-1%)
Value$4.5M (+$110.9K)
Filed 2026-10-20
Summit Financial Consulting LLC
INCREASED
Shares65,641 from 64,920
Change+721 (+1%)
Value$4.2M (+$200.4K)
Filed 2026-10-15
Foronjy Financial LLC
INCREASED
Shares65,448 from 60,882
Change+4,566 (+8%)
Value$4.2M (+$435.4K)
Filed 2026-10-14
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares65,226 from 64,645
Change+581 (+1%)
Value$4.1M (+$190.8K)
Filed 2026-10-16
Bulwark Capital Corp
INCREASED
Shares64,186 from 63,937
Change+249 (+0%)
Value$4.1M (+$168.0K)
Filed 2026-10-13
Allen Investment Management, LLC
UNCHANGED
Shares61,636 from 61,636
Change0 (0%)
Value$3.9M (+$146.7K)
Filed 2026-11-03
KCM Investment Advisors LLC
INCREASED
Shares59,745 from 54,775
Change+4,970 (+9%)
Value$3.8M (+$446.5K)
Filed 2026-10-27
RIA Advisory Group LLC
DECREASED
Shares59,665 from 66,665
Change-7,000 (-10%)
Value$3.8M (-$286.6K)
Filed 2026-10-15
Independent Financial Group, LLC
DECREASED
Shares58,486 from 58,809
Change-323 (-1%)
Value$3.7M (+$119.4K)
Filed 2026-10-13
Signal Advisors Wealth, LLC
INCREASED
Shares56,145 from 40,572
Change+15,573 (+38%)
Value$3.6M (+$1.1M)
Filed 2026-10-13
Kestra Private Wealth Services, LLC
DECREASED
Shares52,574 from 66,981
Change-14,407 (-22%)
Value$3.3M (-$757.0K)
Filed 2026-10-30
J.W. Cole Advisors, Inc.
INCREASED
Shares50,912 from 50,727
Change+185 (+0%)
Value$3.2M (+$132.5K)
Filed 2026-11-05
Elevation Point Wealth Partners, LLC
DECREASED
Shares50,850 from 51,941
Change-1,091 (-2%)
Value$3.2M (+$54.2K)
Filed 2026-11-05
Smith Shellnut Wilson LLC
DECREASED
Shares49,314 from 51,546
Change-2,232 (-4%)
Value$3.1M (-$19.4K)
Filed 2026-10-21
Cannon Advisors, Inc.
NEW
Shares49,179
Change+49,179
Value$3.2M
Filed 2026-10-14
Fifth Third Bancorp
INCREASED
Shares49,033 from 31,612
Change+17,421 (+55%)
Value$3.1M (+$1.2M)
Filed 2026-11-05
Perryman Financial Advisory Inc
INCREASED
Shares49,025 from 46,779
Change+2,246 (+5%)
Value$3.1M (+$254.2K)
Filed 2026-10-16
Creative Planning
INCREASED
Shares45,889 from 33,617
Change+12,272 (+37%)
Value$2.9M (+$860.6K)
Filed 2026-11-02
Ashton Thomas Private Wealth, LLC
DECREASED
Shares44,518 from 44,821
Change-303 (-1%)
Value$2.8M (+$87.4K)
Filed 2026-11-03
Royal Fund Management, LLC
INCREASED
Shares43,907 from 39,705
Change+4,202 (+11%)
Value$2.8M (+$361.8K)
Filed 2026-10-22
Milestone Asset Management Group, LLC
DECREASED
Shares43,163 from 43,414
Change-251 (-1%)
Value$2.7M (+$87.4K)
Filed 2026-10-20
Compass Ion Advisors, LLC
INCREASED
Shares43,046 from 43,002
Change+44 (+0%)
Value$2.7M (+$105.1K)
Filed 2026-10-23
Wedbush Securities Inc
DECREASED
Shares42,045 from 58,284
Change-16,239 (-28%)
Value$2.7K (-$3.6M)
Filed 2026-10-22
Capstone Wealth Management Group, Inc.
DECREASED
Shares42,014 from 43,013
Change-999 (-2%)
Value$2.7M (+$38.8K)
Filed 2026-10-19
Meitav Investment House LTD
INCREASED
Shares41,922 from 29,956
Change+11,966 (+40%)
Value$2.7M (+$831.3K)
Filed 2026-10-28
Walker Asset Management, LLC
DECREASED
Shares40,868 from 41,179
Change-311 (-1%)
Value$2.6M (+$78.2K)
Filed 2026-10-13
Sigma Planning Corp
DECREASED
Shares40,312 from 43,615
Change-3,303 (-8%)
Value$2.6M (-$106.3K)
Filed 2026-10-23
Sapient Capital LLC
UNCHANGED
Shares39,396 from 39,396
Change0 (0%)
Value$2.5M (+$93.8K)
Filed 2026-10-08
US Bancorp \de\
DECREASED
Shares38,697 from 53,788
Change-15,091 (-28%)
Value$2.5M (-$831.9K)
Filed 2026-11-05
Capital Advisors, Ltd. LLC
INCREASED
Shares37,910 from 36,469
Change+1,441 (+4%)
Value$2.4M (+$2.4M)
Filed 2026-10-27
Iams Wealth Management, LLC
INCREASED
Shares37,330 from 35,998
Change+1,332 (+4%)
Value$2.4M (+$170.4K)
Filed 2026-10-15
Curtis Advisory Group, LLC
INCREASED
Shares37,058 from 35,698
Change+1,360 (+4%)
Value$2.4M (+$171.5K)
Filed 2026-10-28
WealthPlan Investment Management, LLC
UNCHANGED
Shares37,000 from 37,000
Change0 (0%)
Value$2.4M (+$88.1K)
Filed 2026-10-15
Oppenheimer & Co Inc
DECREASED
Shares35,751 from 38,508
Change-2,757 (-7%)
Value$2.3M (-$83.7K)
Filed 2026-10-26
Sowell Financial Services LLC
INCREASED
Shares35,610 from 35,506
Change+104 (+0%)
Value$2.3M (+$91.1K)
Filed 2026-10-23
Balance Wealth Partners LLC
DECREASED
Shares35,336 from 38,750
Change-3,414 (-9%)
Value$2.2M (-$124.9K)
Filed 2026-10-27
Greenleaf Trust
UNCHANGED
Shares35,220 from 35,220
Change0 (0%)
Value$2.2M (+$83.8K)
Filed 2026-10-29
Diversified Enterprises, LLC
INCREASED
Shares32,008 from 31,890
Change+118 (+0%)
Value$2.0M (+$83.4K)
Filed 2026-10-19
CoreCap Advisors, LLC
DECREASED
Shares31,437 from 35,692
Change-4,255 (-12%)
Value$2.0M (-$185.7K)
Filed 2026-10-08
Claro Advisors Inc.
DECREASED
Shares30,948 from 33,910
Change-2,962 (-9%)
Value$2.0M (-$107.7K)
Filed 2026-11-02
Capital Investment Advisory Services, LLC
INCREASED
Shares30,894 from 525
Change+30,369 (+5785%)
Value$2.0M (+$1.9M)
Filed 2026-10-30
NTV Asset Management LLC
DECREASED
Shares30,684 from 30,884
Change-200 (-1%)
Value$2.0M (+$60.8K)
Filed 2026-10-23
Sound Income Strategies, LLC
DECREASED
Shares29,906 from 33,833
Change-3,927 (-12%)
Value$1.9M (-$143.0K)
Filed 2026-10-09
RM Financial Services, LLC
UNCHANGED
Shares29,572 from 29,572
Change0 (0%)
Value$1.9M (+$70.4K)
Filed 2026-11-03
Creative Financial Designs Inc
INCREASED
Shares28,898 from 1,419
Change+27,479 (+1937%)
Value$1.8M (+$1.8M)
Filed 2026-11-04
Avestar Capital, LLC
DECREASED
Shares27,020 from 28,318
Change-1,298 (-5%)
Value$1.7M (-$15.2K)
Filed 2026-10-28
Maia Wealth LLC
DECREASED
Shares26,991 from 54,986
Change-27,995 (-51%)
Value$1.7M (-$1.6M)
Filed 2026-10-19
Nations Financial Group Inc,
DECREASED
Shares26,925 from 28,541
Change-1,616 (-6%)
Value$1.7M (-$34.9K)
Filed 2026-11-05
Private Trust Co NA
DECREASED
Shares26,388 from 26,957
Change-569 (-2%)
Value$1.7M (+$28.0K)
Filed 2026-10-20
Wealthcare Advisory Partners LLC
INCREASED
Shares26,320 from 19,719
Change+6,601 (+33%)
Value$1.7M (+$466.8K)
Filed 2026-10-21
Cresta Advisors, Ltd.
DECREASED
Shares25,967 from 52,247
Change-26,280 (-50%)
Value$1.7M (-$1.5M)
Filed 2026-10-14
Clear Creek Financial Management, LLC
DECREASED
Shares25,747 from 26,602
Change-855 (-3%)
Value$1.6M (+$8.9K)
Filed 2026-10-28
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares25,714 from 5,861
Change+19,853 (+339%)
Value$1.6M (+$1.3M)
Filed 2026-10-16
ShoreHaven Wealth Partners, LLC
DECREASED
Shares24,979 from 26,123
Change-1,144 (-4%)
Value$1.6M (-$10.6K)
Filed 2026-10-16
Omni 360 Wealth, Inc.
DECREASED
Shares23,901 from 24,815
Change-914 (-4%)
Value$1.5M (+$921)
Filed 2026-10-13
Avior Wealth Management, LLC
DECREASED
Shares23,878 from 24,350
Change-472 (-2%)
Value$1.5M (+$27.7K)
Filed 2026-10-13
Perigon Wealth Management, LLC
DECREASED
Shares23,871 from 24,314
Change-443 (-2%)
Value$1.5M (+$29.7K)
Filed 2026-10-22
RFG Advisory, LLC
DECREASED
Shares23,685 from 25,145
Change-1,460 (-6%)
Value$1.5M (-$33.0K)
Filed 2026-11-03
IFP Advisors, Inc
DECREASED
Shares23,234 from 25,335
Change-2,101 (-8%)
Value$1.5M (-$73.3K)
Filed 2026-10-16
Keystone Wealth Services, LLC
DECREASED
Shares21,472 from 22,615
Change-1,143 (-5%)
Value$1.4M (-$19.3K)
Filed 2026-11-03
Hardworking Capital Advisors, LLC
DECREASED
Shares20,960 from 21,232
Change-272 (-1%)
Value$1.3M (+$33.2K)
Filed 2026-10-20
LexAurum Advisors, LLC
DECREASED
Shares20,697 from 20,766
Change-69 (0%)
Value$1.3M (+$45.1K)
Filed 2026-10-19
Hilltop National Bank
UNCHANGED
Shares20,650 from 20,650
Change0 (0%)
Value$1.3M (+$49.1K)
Filed 2026-10-14
WBH Advisory Inc
DECREASED
Shares20,540 from 20,581
Change-41 (0%)
Value$1.3M (+$46.3K)
Filed 2026-11-05
Baring Financial LLC
INCREASED
Shares20,491 from 19,825
Change+666 (+3%)
Value$1.3M (+$89.5K)
Filed 2026-10-07
FWG Investments, Llc.
DECREASED
Shares20,342 from 21,550
Change-1,208 (-6%)
Value$1.3M (-$25.6K)
Filed 2026-11-03
Horizon Wealth Management, LLC
DECREASED
Shares20,171 from 20,268
Change-97 (0%)
Value$1.3M (+$42.1K)
Filed 2026-11-02
Moneco Advisors, LLC
DECREASED
Shares20,017 from 21,433
Change-1,416 (-7%)
Value$1.3M (-$39.0K)
Filed 2026-11-05
Nfsg Corp
INCREASED
Shares18,895 from 18,514
Change+381 (+2%)
Value$1.2M (+$68.3K)
Filed 2026-10-15
PFG Advisors
INCREASED
Shares17,849 from 17,563
Change+286 (+2%)
Value$1.1M (+$60.0K)
Filed 2026-10-16
United Advisor Group, LLC
INCREASED
Shares17,498 from 15,402
Change+2,096 (+14%)
Value$1.1M (+$170.0K)
Filed 2026-11-03
KG Capital Management
DECREASED
Shares16,544 from 17,273
Change-729 (-4%)
Value$1.1M (-$5.3K)
Filed 2026-10-15
Ethos Capital Management, Inc.
DECREASED
Shares16,542 from 18,705
Change-2,163 (-12%)
Value$1.1M (-$93.1K)
Filed 2026-11-03
Mather Group, Llc.
UNCHANGED
Shares16,343 from 16,343
Change0 (0%)
Value$1.0M (+$38.9K)
Filed 2026-10-14
Citizens Financial Group Inc
NEW
Shares16,154
Change+16,154
Value$1.0M
Filed 2026-10-23
Total Clarity Wealth Management, Inc.
DECREASED
Shares15,643 from 15,722
Change-79 (0%)
Value$995.0K (+$32.4K)
Filed 2026-10-26
Arsenal Capital Advisors LLC
INCREASED
Shares15,597 from 15,499
Change+98 (+1%)
Value$992.1K (+$43.1K)
Filed 2026-11-02
Kathmere Capital Management, LLC
INCREASED
Shares15,082 from 14,463
Change+619 (+4%)
Value$959.3K (+$73.8K)
Filed 2026-10-20
Retireful, LLC
INCREASED
Shares14,979 from 13,778
Change+1,201 (+9%)
Value$952.8K (+$107.8K)
Filed 2026-10-09
Integrated Advisors Network LLC
DECREASED
Shares14,891 from 15,513
Change-622 (-4%)
Value$947.2K (-$2.6K)
Filed 2026-10-20
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares14,433 from 14,433
Change0 (0%)
Value$918.1K (+$34.4K)
Filed 2026-10-27
Focus Financial Network, Inc.
DECREASED
Shares14,382 from 18,271
Change-3,889 (-21%)
Value$914.8K (-$203.9K)
Filed 2026-10-14
Prospera Financial Services Inc
INCREASED
Shares13,945 from 13,696
Change+249 (+2%)
Value$857.5K (+$18.5K)
Filed 2026-11-04
Key Client Fiduciary Advisors, LLC
INCREASED
Shares13,917 from 13,549
Change+368 (+3%)
Value$885.3K (+$55.7K)
Filed 2026-10-19
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares13,896 from 13,496
Change+400 (+3%)
Value$883.9K (+$57.6K)
Filed 2026-10-13
Brookstone Capital Management
DECREASED
Shares13,876 from 14,220
Change-344 (-2%)
Value$882.7K (+$12.0K)
Filed 2026-10-22
Cyndeo Wealth Partners, LLC
DECREASED
Shares13,759 from 14,751
Change-992 (-7%)
Value$875.2K (-$27.9K)
Filed 2026-10-16
Leslie Global Wealth, LLC
INCREASED
Shares13,449 from 9,481
Change+3,968 (+42%)
Value$855.5K (+$275.0K)
Filed 2026-10-26
McAdam, LLC
DECREASED
Shares13,354 from 14,970
Change-1,616 (-11%)
Value$849.4K (-$67.1K)
Filed 2026-10-21
Summit Asset Management, LLC
UNCHANGED
Shares13,090 from 13,090
Change0 (0%)
Value$832.7K (+$31.2K)
Filed 2026-11-05
Insight Advisors, LLC/ PA
INCREASED
Shares13,054 from 11,629
Change+1,425 (+12%)
Value$830.4K (+$118.3K)
Filed 2026-10-22
XY Planning Network, Inc.
INCREASED
Shares13,005 from 4,931
Change+8,074 (+164%)
Value$827.3K (+$525.3K)
Filed 2026-10-14
Great Diamond Partners, LLC
INCREASED
Shares12,961 from 12,927
Change+34 (+0%)
Value$824.5K (+$32.9K)
Filed 2026-10-13
First Heartland Consultants, Inc.
INCREASED
Shares12,852 from 12,280
Change+572 (+5%)
Value$817.5K (+$65.6K)
Filed 2026-10-08
Joel Isaacson & Co., LLC
INCREASED
Shares12,710 from 12,696
Change+14 (+0%)
Value$808.5K (+$31.1K)
Filed 2026-11-05
Valley Brook Capital Group, Inc.
INCREASED
Shares12,655 from 12,170
Change+485 (+4%)
Value$805.0K (+$59.8K)
Filed 2026-10-26
North Star Investment Management Corp.
UNCHANGED
Shares12,440 from 12,440
Change0 (0%)
Value$791.3K (+$29.6K)
Filed 2026-10-27
NWF Advisory Services Inc.
INCREASED
Shares12,434 from 12,431
Change+3 (+0%)
Value$790.9K (+$29.8K)
Filed 2026-10-19
Colonial River Investments, LLC
INCREASED
Shares12,045 from 11,508
Change+537 (+5%)
Value$766.2K (+$61.5K)
Filed 2026-10-19
Triad Wealth Partners, LLC
INCREASED
Shares11,847 from 8,247
Change+3,600 (+44%)
Value$753.6K (+$243.6K)
Filed 2026-10-26
Investors Research Corp
INCREASED
Shares11,825 from 11,037
Change+788 (+7%)
Value$752.2K (+$76.4K)
Filed 2026-10-07
Fortune 45 LLC
INCREASED
Shares11,684 from 11,074
Change+610 (+6%)
Value$743.2K (+$64.9K)
Filed 2026-10-14
Samalin Investment Counsel, LLC
INCREASED
Shares11,678 from 11,595
Change+83 (+1%)
Value$742.8K (+$32.9K)
Filed 2026-10-23
Liberty Atlantic Advisors LLC
INCREASED
Shares11,647 from 8,815
Change+2,832 (+32%)
Value$740.9K (+$201.1K)
Filed 2026-10-14
Assetmark, Inc
INCREASED
Shares11,486 from 541
Change+10,945 (+2023%)
Value$730.6K (+$697.5K)
Filed 2026-10-21
Choreo, LLC
INCREASED
Shares11,343 from 11,338
Change+5 (+0%)
Value$721.5K (+$27.3K)
Filed 2026-10-28
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares11,100 from 11,100
Change0 (0%)
Value$713.4K (+$39.3K)
Filed 2026-11-04
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares11,090 from 11,090
Change0 (0%)
Value$705.4K (+$26.4K)
Filed 2026-11-04
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares11,053 from 8,885
Change+2,168 (+24%)
Value$703.1K (+$159.0K)
Filed 2026-11-05
Partners Wealth Management, LLC
INCREASED
Shares10,977 from 10,628
Change+349 (+3%)
Value$698.2K (+$47.5K)
Filed 2026-10-28
Compound Planning, Inc.
INCREASED
Shares10,969 from 10,560
Change+409 (+4%)
Value$697.7K (+$51.2K)
Filed 2026-11-05
Focus Wealth Advisors, LLC
UNCHANGED
Shares10,920 from 10,920
Change0 (0%)
Value$694.6K (+$26.0K)
Filed 2026-10-14
StoneX Group Inc.
INCREASED
Shares10,890 from 10,243
Change+647 (+6%)
Value$670.8K (+$28.5K)
Filed 2026-11-03
Cooper Financial Group
DECREASED
Shares10,837 from 11,373
Change-536 (-5%)
Value$689.3K (-$7.0K)
Filed 2026-10-07
Cypress Wealth Services, LLC
UNCHANGED
Shares10,332 from 10,332
Change0 (0%)
Value$672.3K (+$39.7K)
Filed 2026-10-21
Global Strategic Investment Solutions, LLC
INCREASED
Shares10,124 from 10,110
Change+14 (+0%)
Value$644.0K (+$25.0K)
Filed 2026-10-16
Wilkerson Advisory Group LLC
DECREASED
Shares10,013 from 10,095
Change-82 (-1%)
Value$636.9K (+$18.8K)
Filed 2026-10-20
Cadent Capital Advisors, LLC
INCREASED
Shares9,847 from 9,723
Change+124 (+1%)
Value$626.4K (+$31.0K)
Filed 2026-10-09
Fifth Third Securities, Inc.
INCREASED
Shares9,738 from 8,236
Change+1,502 (+18%)
Value$619.4K (+$115.1K)
Filed 2026-10-21
BAR Harbor Wealth Management
NEW
Shares9,645
Change+9,645
Value$613.5K
Filed 2026-10-21
Davenport & Co LLC
INCREASED
Shares9,641 from 7,996
Change+1,645 (+21%)
Value$613.3K (+$123.7K)
Filed 2026-10-14
Wedmont Private Capital
UNCHANGED
Shares9,641 from 9,641
Change0 (0%)
Value$621.7K (+$24.2K)
Filed 2026-10-09
Elco Management Co., LLC
DECREASED
Shares9,550 from 9,650
Change-100 (-1%)
Value$607.5K (+$16.6K)
Filed 2026-10-14
Trilogy Capital Inc.
INCREASED
Shares9,497 from 9,492
Change+5 (+0%)
Value$604.1K (+$22.9K)
Filed 2026-10-20
Redhawk Wealth Advisors, Inc.
INCREASED
Shares9,166 from 9,129
Change+37 (+0%)
Value$583.1K (+$24.1K)
Filed 2026-10-14
Selective Wealth Management, Inc.
DECREASED
Shares9,138 from 10,309
Change-1,171 (-11%)
Value$583.7K (-$42.1K)
Filed 2026-10-16
Balboa Wealth Partners
INCREASED
Shares9,113 from 8,991
Change+122 (+1%)
Value$579.7K (+$29.2K)
Filed 2026-10-20
RDA Financial Network
DECREASED
Shares8,844 from 8,902
Change-58 (-1%)
Value$562.6K (+$17.5K)
Filed 2026-10-15
Moller Wealth Partners
INCREASED
Shares8,645 from 8,641
Change+4 (+0%)
Value$549.9K (+$20.8K)
Filed 2026-10-15
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares8,565 from 8,565
Change0 (0%)
Value$544.8K (+$20.4K)
Filed 2026-10-05
Darrow Company, Inc.
UNCHANGED
Shares8,436 from 8,436
Change0 (0%)
Value$536.6K (+$20.1K)
Filed 2026-10-22
Associated Banc-Corp
INCREASED
Shares8,376 from 3,456
Change+4,920 (+142%)
Value$532.8K (+$321.2K)
Filed 2026-10-30
Pioneer Family Office, LLC
UNCHANGED
Shares8,319 from 8,319
Change0 (0%)
Value$529.2K (+$19.8K)
Filed 2026-10-30
Simplicity Wealth,LLC
INCREASED
Shares8,318 from 6,359
Change+1,959 (+31%)
Value$529.1K (+$139.7K)
Filed 2026-10-23
Global Financial Private Client, LLC
UNCHANGED
Shares8,284 from 8,284
Change0 (0%)
Value$527.0K (+$19.7K)
Filed 2026-10-15
Evergreen Capital Management LLC
UNCHANGED
Shares8,020 from 8,020
Change0 (0%)
Value$510.2K (+$19.1K)
Filed 2026-10-23
Essex Bank
DECREASED
Shares7,756 from 8,153
Change-397 (-5%)
Value$493.4K (-$5.8K)
Filed 2026-10-16
Latitude Advisors, LLC
DECREASED
Shares7,637 from 11,093
Change-3,456 (-31%)
Value$485.8K (-$193.4K)
Filed 2026-10-27
Columbia Advisory Partners LLC
DECREASED
Shares7,563 from 9,262
Change-1,699 (-18%)
Value$481.1K (-$86.0K)
Filed 2026-10-15
Three Magnolias Financial Advisors, LLC
DECREASED
Shares7,500 from 8,250
Change-750 (-9%)
Value$477.1K (-$28.1K)
Filed 2026-10-14
SeaCrest Wealth Management, LLC
UNCHANGED
Shares7,431 from 7,431
Change0 (0%)
Value$472.7K (+$17.7K)
Filed 2026-10-21
Apeiron RIA LLC
DECREASED
Shares7,351 from 48,052
Change-40,701 (-85%)
Value$467.7K (-$2.5M)
Filed 2026-10-08
Mezzasalma Advisors, LLC
DECREASED
Shares6,933 from 8,411
Change-1,478 (-18%)
Value$441.0K (-$74.0K)
Filed 2026-10-14
15 Wealth Advisors LLC
NEW
Shares6,925
Change+6,925
Value$440.7K
Filed 2026-10-14
Soltis Investment Advisors LLC
INCREASED
Shares6,899 from 6,494
Change+405 (+6%)
Value$438.8K (+$41.2K)
Filed 2026-10-28
University of Texas S AM Investment Management Co
UNCHANGED
Shares6,863 from 6,863
Change0 (0%)
Value$436.6K (+$16.3K)
Filed 2026-11-03
Americana Partners, LLC
UNCHANGED
Shares6,814 from 6,814
Change0 (0%)
Value$433.4K (+$16.2K)
Filed 2026-10-28
Westco Advisory Services Inc
INCREASED
Shares6,752 from 6,395
Change+357 (+6%)
Value$429.5K (+$37.9K)
Filed 2026-10-14
Advisor OS, LLC
DECREASED
Shares6,734 from 10,022
Change-3,288 (-33%)
Value$428.3K (-$185.3K)
Filed 2026-11-03
CDM Financial Counseling Services, Inc.
UNCHANGED
Shares6,500 from 6,500
Change0 (0%)
Value$413.5K (+$15.5K)
Filed 2026-10-15
Traynor Capital Management, Inc.
UNCHANGED
Shares6,485 from 6,485
Change0 (0%)
Value$412.5K (+$15.4K)
Filed 2026-10-29
EverSource Wealth Advisors, LLC
UNCHANGED
Shares6,476 from 6,476
Change0 (0%)
Value$411.9K (+$15.4K)
Filed 2026-11-04
Capital Wealth Alliance, LLC
DECREASED
Shares6,429 from 6,614
Change-185 (-3%)
Value$408.9K (+$4.0K)
Filed 2026-10-20
Alchemi Wealth, LLC
UNCHANGED
Shares6,335 from 6,335
Change0 (0%)
Value$403.0K (+$15.1K)
Filed 2026-11-04
Briggs Wealth Management, Inc
DECREASED
Shares6,297 from 12,453
Change-6,156 (-49%)
Value$400.5K (-$362.0K)
Filed 2026-10-26
Arwa LLC
DECREASED
Shares6,198 from 6,897
Change-699 (-10%)
Value$401.5K (-$22.3K)
Filed 2026-10-21
Parcion Private Wealth LLC
UNCHANGED
Shares6,188 from 6,188
Change0 (0%)
Value$393.6K (+$14.7K)
Filed 2026-10-28
Ascent Wealth Partners, LLC
UNCHANGED
Shares6,154 from 6,154
Change0 (0%)
Value$391.4K (+$14.6K)
Filed 2026-10-23
Grimes & Co Wealth Management, LLC
INCREASED
Shares6,036 from 6,028
Change+8 (+0%)
Value$384.0K (+$14.9K)
Filed 2026-10-29
Wealth Group Ltd
INCREASED
Shares5,985 from 3,545
Change+2,440 (+69%)
Value$384.5K (+$167.5K)
Filed 2026-10-07
Uptick Partners, LLC
UNCHANGED
Shares5,910 from 5,910
Change0 (0%)
Value$375.9K (+$14.1K)
Filed 2026-11-04
Beacon Financial Group
DECREASED
Shares5,803 from 6,309
Change-506 (-8%)
Value$369.1K (-$17.2K)
Filed 2026-10-19
Founders Financial Securities LLC
INCREASED
Shares5,790 from 5,744
Change+46 (+1%)
Value$368.3K (+$16.6K)
Filed 2026-10-28
Well Done, LLC
UNCHANGED
Shares5,712 from 5,712
Change0 (0%)
Value$363.3K (+$13.6K)
Filed 2026-10-20
A4 Wealth Advisors LLC
DECREASED
Shares5,698 from 6,018
Change-320 (-5%)
Value$362.5K (-$6.0K)
Filed 2026-10-20
M Holdings Securities, Inc.
NEW
Shares5,508
Change+5,508
Value$350.0K
Filed 2026-11-03
Capital CS Group, LLC
DECREASED
Shares5,440 from 5,960
Change-520 (-9%)
Value$346.0K (-$18.9K)
Filed 2026-10-29
Aviso Wealth Management
INCREASED
Shares5,432 from 5,205
Change+227 (+4%)
Value$345.5K (+$26.8K)
Filed 2026-11-04
Modera Wealth Management, LLC
NEW
Shares5,369
Change+5,369
Value$341.5K
Filed 2026-10-28
GoalVest Advisory LLC
UNCHANGED
Shares5,230 from 5,230
Change0 (0%)
Value$332.7K (+$12.4K)
Filed 2026-10-02
Brighton Jones LLC
DECREASED
Shares5,187 from 5,422
Change-235 (-4%)
Value$329.9K (-$2.1K)
Filed 2026-11-03
Tempus Wealth Planning, LLC
DECREASED
Shares5,060 from 6,069
Change-1,009 (-17%)
Value$321.9K (-$49.7K)
Filed 2026-10-14
Missouri Trust & Investment Co
UNCHANGED
Shares5,050 from 5,050
Change0 (0%)
Value$321.2K (+$14.3K)
Filed 2026-11-04
Citrine Capital LLC
UNCHANGED
Shares5,026 from 5,026
Change0 (0%)
Value$319.7K (+$12.0K)
Filed 2026-10-14
Wavvest Wealth LLC
NEW
Shares4,990
Change+4,990
Value$317.4K
Filed 2026-10-21
Wealth Architects, LLC
UNCHANGED
Shares4,980 from 4,980
Change0 (0%)
Value$316.8K (+$11.9K)
Filed 2026-11-03
Guidance Capital, Inc
UNCHANGED
Shares4,875 from 4,875
Change0 (0%)
Value$296.9K (-$2.7K)
Filed 2026-11-03
BlueChip Wealth Advisors LLC
DECREASED
Shares4,821 from 5,021
Change-200 (-4%)
Value$306.7K (-$772)
Filed 2026-11-03
Bank of New York Mellon Corp
NEW
Shares4,777
Change+4,777
Value$303.8K
Filed 2026-11-05
Vise Technologies, Inc.
NEW
Shares4,728
Change+4,728
Value$300.7K
Filed 2026-10-29
CFS Investment Advisory Services, LLC
DECREASED
Shares4,719 from 5,847
Change-1,128 (-19%)
Value$306.9K (-$48.2K)
Filed 2026-10-19
B. Riley Wealth Advisors, Inc.
INCREASED
Shares4,674 from 3,769
Change+905 (+24%)
Value$297.3K (+$69.4K)
Filed 2026-10-13
Beacon Financial Advisory LLC
DECREASED
Shares4,652 from 9,255
Change-4,603 (-50%)
Value$295.9K (-$270.8K)
Filed 2026-10-16
Regions Financial Corp
INCREASED
Shares4,614 from 4,563
Change+51 (+1%)
Value$293.5K (+$14.1K)
Filed 2026-11-05
Stewardship Advisors, LLC
DECREASED
Shares4,599 from 4,631
Change-32 (-1%)
Value$292.5K (+$9.0K)
Filed 2026-10-20
Spire Wealth Management
DECREASED
Shares4,541 from 20,108
Change-15,567 (-77%)
Value$288.9K (-$942.4K)
Filed 2026-10-30
Park Avenue Securities LLC
UNCHANGED
Shares4,499 from 4,499
Change0 (0%)
Value$286.0K (+$11.0K)
Filed 2026-10-26
Carolina Wealth Management Inc
DECREASED
Shares4,367 from 27,367
Change-23,000 (-84%)
Value$277.8K (-$1.4M)
Filed 2026-10-29
Oath Planning, LLC
INCREASED
Shares4,261 from 4,255
Change+6 (+0%)
Value$271.0K (+$10.5K)
Filed 2026-10-20
Burns Matteson Capital Management, LLC
UNCHANGED
Shares4,170 from 4,170
Change0 (0%)
Value$265.3K (+$9.9K)
Filed 2026-10-16
Bank of New Hampshire
DECREASED
Shares4,130 from 4,900
Change-770 (-16%)
Value$262.7K (-$37.3K)
Filed 2026-10-06
MinichMacGregor Wealth Management, LLC
DECREASED
Shares4,116 from 4,483
Change-367 (-8%)
Value$261.8K (-$12.7K)
Filed 2026-10-14
Fiduciary Alliance LLC
DECREASED
Shares4,104 from 4,308
Change-204 (-5%)
Value$261.0K (-$2.7K)
Filed 2026-10-13
King Luther Capital Management Corp
DECREASED
Shares4,000 from 4,055
Change-55 (-1%)
Value$254.4K (+$6.2K)
Filed 2026-11-05
Clarus Group, Inc.
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$254.4K (+$9.5K)
Filed 2026-10-21
Lifelong Wealth Advisors, Inc.
DECREASED
Shares3,999 from 6,511
Change-2,512 (-39%)
Value$254.4K (-$144.3K)
Filed 2026-10-19
HB Wealth Management, LLC
NEW
Shares3,993
Change+3,993
Value$254.0K
Filed 2026-10-23
Laurel OAK Wealth Management, LLC
DECREASED
Shares3,978 from 4,115
Change-137 (-3%)
Value$253.0K (+$1.1K)
Filed 2026-10-19
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares3,965 from 4,293
Change-328 (-8%)
Value$252.2K (-$10.6K)
Filed 2026-10-14
Matauro, LLC
INCREASED
Shares3,851 from 3,846
Change+5 (+0%)
Value$245.0K (+$9.5K)
Filed 2026-11-03
Mesirow Financial Investment Management, Inc.
NEW
Shares3,844
Change+3,844
Value$244.6K
Filed 2026-11-05
MSH Capital Advisors LLC
DECREASED
Shares3,842 from 3,944
Change-102 (-3%)
Value$244.4K (+$2.9K)
Filed 2026-11-03
Redwood Financial Network Corp
UNCHANGED
Shares3,755 from 3,755
Change0 (0%)
Value$238.9K (+$8.9K)
Filed 2026-11-03
Valeo Financial Advisors, LLC
INCREASED
Shares3,739 from 3,733
Change+6 (+0%)
Value$237.8K (+$9.2K)
Filed 2026-10-08
Avidian Wealth Enterprises, LLC
UNCHANGED
Shares3,727 from 3,727
Change0 (0%)
Value$237.1K (+$8.9K)
Filed 2026-10-08
William Mack & Associates, Inc.
UNCHANGED
Shares3,706 from 3,706
Change0 (0%)
Value$235.7K (+$8.8K)
Filed 2026-10-27
AdvisorNet Financial, Inc
INCREASED
Shares3,666 from 3,024
Change+642 (+21%)
Value$234.5K (+$49.3K)
Filed 2026-10-15
Eclectic Associates Inc
UNCHANGED
Shares3,640 from 3,640
Change0 (0%)
Value$231.5K (+$8.7K)
Filed 2026-10-09
Keeler & Nadler Financial Planning & Wealth Management
DECREASED
Shares3,632 from 4,215
Change-583 (-14%)
Value$231.0K (-$27.1K)
Filed 2026-10-28
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares3,630 from 3,630
Change0 (0%)
Value$108.1K (+$17.0K)
Filed 2026-11-04
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares3,595 from 3,595
Change0 (0%)
Value$228.7K (+$8.6K)
Filed 2026-11-02
Leo Wealth, LLC
NEW
Shares3,594
Change+3,594
Value$228.6K
Filed 2026-10-26
Plancorp, LLC
UNCHANGED
Shares3,590 from 3,590
Change0 (0%)
Value$220.7K (+$682)
Filed 2026-11-03
Navigation Group, LLC
UNCHANGED
Shares3,568 from 3,568
Change0 (0%)
Value$227.0K (+$8.5K)
Filed 2026-10-28
Firethorn Wealth Partners, LLC
DECREASED
Shares3,469 from 3,803
Change-334 (-9%)
Value$220.7K (-$12.2K)
Filed 2026-10-14
PKS Advisory Services, LLC
UNCHANGED
Shares3,454 from 3,454
Change0 (0%)
Value$211.6K ($0)
Filed 2026-10-26
Kingswood Wealth Advisors, LLC
DECREASED
Shares3,442 from 3,642
Change-200 (-5%)
Value$219.0K (-$4.1K)
Filed 2026-10-23
Firestone Capital Management
UNCHANGED
Shares3,410 from 3,410
Change0 (0%)
Value$216.9K (+$8.1K)
Filed 2026-11-03
Fifth Third Wealth Advisors LLC
UNCHANGED
Shares3,399 from 3,399
Change0 (0%)
Value$216.2K (+$8.1K)
Filed 2026-10-22
Imc-Chicago, LLC
DECREASED
Shares3,337 from 9,327
Change-5,990 (-64%)
Value$212.3K (-$358.8K)
Filed 2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW
Shares3,331
Change+3,331
Value$211.9K
Filed 2026-10-27
CWA Asset Management Group, LLC
DECREASED
Shares3,234 from 3,334
Change-100 (-3%)
Value$205.7K (+$1.6K)
Filed 2026-10-19
Signature Estate & Investment Advisors LLC
DECREASED
Shares3,219 from 3,362
Change-143 (-4%)
Value$204.7K (-$1.1K)
Filed 2026-10-13
Bison Wealth, LLC
NEW
Shares3,157
Change+3,157
Value$204.5K
Filed 2026-10-13
Heritage Family Offices, LLP
NEW
Shares2,780
Change+2,780
Value$176.8K
Filed 2026-11-02
American Capital Advisory, LLC
UNCHANGED
Shares2,750 from 2,750
Change0 (0%)
Value$174.9K (+$6.5K)
Filed 2026-10-28
Evolution Wealth Management Inc.
DECREASED
Shares2,681 from 13,464
Change-10,783 (-80%)
Value$170.5K (-$653.8K)
Filed 2026-10-28
Larson Financial Group LLC
DECREASED
Shares2,629 from 2,631
Change-2 (0%)
Value$167.2K (+$6.1K)
Filed 2026-11-05
S.A. Mason LLC
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$165.4K (+$6.2K)
Filed 2026-10-13
Kingdom Financial Group Llc.
DECREASED
Shares2,454 from 2,968
Change-514 (-17%)
Value$156.1K (-$25.7K)
Filed 2026-11-04
High Point Wealth Management, LLC
INCREASED
Shares2,045 from 2,042
Change+3 (+0%)
Value$130.1K (+$5.0K)
Filed 2026-11-05
Parallel Advisors, LLC
INCREASED
Shares1,997 from 1,693
Change+304 (+18%)
Value$127.1K (+$23.4K)
Filed 2026-11-03
Key FInancial Inc
UNCHANGED
Shares1,892 from 1,892
Change0 (0%)
Value$120.4K (+$4.5K)
Filed 2026-11-02
Register Financial Advisors LLC
UNCHANGED
Shares1,770 from 1,770
Change0 (0%)
Value$112.6K (+$4.2K)
Filed 2026-10-23
Root Financial Partners, LLC
NEW
Shares1,698
Change+1,698
Value$108.0K
Filed 2026-10-21
Main Street Group, LTD
UNCHANGED
Shares1,370 from 1,370
Change0 (0%)
Value$87.1K (+$3.3K)
Filed 2026-10-28
Jnba Financial Advisors
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$79.5K (+$3.0K)
Filed 2026-11-03
Archer Investment Corp
UNCHANGED
Shares1,234 from 1,234
Change0 (0%)
Value$78.5K (+$2.9K)
Filed 2026-11-05
Winthrop Capital Management, LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$76.3K (+$3.3K)
Filed 2026-11-05
Team Financial Group, LLC
NEW
Shares1,093
Change+1,093
Value$69.5K
Filed 2026-10-30
SYM Financial Corp
NEW
Shares1,051
Change+1,051
Value$66.9K
Filed 2026-10-26
CGC Financial Services, LLC
UNCHANGED
Shares1,026 from 1,026
Change0 (0%)
Value$65.3K (+$2.4K)
Filed 2026-10-13
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares996 from 996
Change0 (0%)
Value$63.4K (+$2.4K)
Filed 2026-10-13
POM Investment Strategies, LLC
DECREASED
Shares884 from 3,730
Change-2,846 (-76%)
Value$56.2K (-$172.2K)
Filed 2026-10-20
Pinnacle Wealth Planning Services, Inc.
NEW
Shares820
Change+820
Value$52.2K
Filed 2026-10-27
Pinnacle Bancorp, Inc.
INCREASED
Shares701 from 700
Change+1 (+0%)
Value$44.6K (+$1.7K)
Filed 2026-10-21
EPG Wealth Management LLC
UNCHANGED
Shares690 from 690
Change0 (0%)
Value$43.9K (+$1.6K)
Filed 2026-11-03
Lanark Financial, Inc.
UNCHANGED
Shares657 from 657
Change0 (0%)
Value$41.8K (+$1.6K)
Filed 2026-10-26
Union Savings Bank
UNCHANGED
Shares652 from 652
Change0 (0%)
Value$41.5K (+$1.6K)
Filed 2026-10-14
Harbor Asset Planning, Inc.
UNCHANGED
Shares608 from 608
Change0 (0%)
Value$38.7K (+$1.5K)
Filed 2026-10-23
Jacobi Capital Management LLC
NEW
Shares600
Change+600
Value$38.2K
Filed 2026-11-05
Key Capital Management, Inc
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$38.2K (+$1.4K)
Filed 2026-11-03
Golden State Wealth Management, LLC
UNCHANGED
Shares571 from 571
Change0 (0%)
Value$36.4K (+$1.4K)
Filed 2026-11-02
Hager Investment Management Services, LLC
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$35.0K (+$1.3K)
Filed 2026-11-04
Downshift Financial, LLC
UNCHANGED
Shares510 from 510
Change0 (0%)
Value$32.4K (+$1.2K)
Filed 2026-10-13
Godsey & Gibb, Inc
UNCHANGED
Shares510 from 510
Change0 (0%)
Value$32.4K (+$1.2K)
Filed 2026-10-14
Rossby Financial, LCC
INCREASED
Shares508 from 42
Change+466 (+1110%)
Value$32.3K (+$29.7K)
Filed 2026-11-05
Trust Co of Vermont
INCREASED
Shares502 from 239
Change+263 (+110%)
Value$31.9K (+$17.3K)
Filed 2026-10-21
Concord Wealth Partners
UNCHANGED
Shares494 from 494
Change0 (0%)
Value$31.4K (+$1.2K)
Filed 2026-11-02
Caldwell Trust Co
NEW
Shares488
Change+488
Value$31.0K
Filed 2026-10-30
Chilton Capital Management LLC
NEW
Shares460
Change+460
Value$29.3K
Filed 2026-10-28
Fortitude Family Office, LLC
UNCHANGED
Shares373 from 373
Change0 (0%)
Value$23.7K (+$888)
Filed 2026-10-14
Ascentis Wealth Management, LLC
UNCHANGED
Shares372 from 372
Change0 (0%)
Value$23.7K (+$885)
Filed 2026-11-03
Asset Dedication, LLC
INCREASED
Shares371 from 115
Change+256 (+223%)
Value$23.6K (+$16.6K)
Filed 2026-11-03
Birchbrook, Inc.
UNCHANGED
Shares353 from 353
Change0 (0%)
Value$22.5K (+$840)
Filed 2026-10-14
Hickory Point Bank & Trust
UNCHANGED
Shares341 from 341
Change0 (0%)
Value$21.7K (+$812)
Filed 2026-10-01
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$19.1K (+$714)
Filed 2026-11-02
Goodman Advisory Group, LLC
NEW
Shares277
Change+277
Value$17.6K
Filed 2026-11-02
Abound Wealth Management
DECREASED
Shares271 from 346
Change-75 (-22%)
Value$17.2K (-$4.0K)
Filed 2026-10-26
TD Waterhouse Canada Inc.
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$16.6K (+$692)
Filed 2026-10-16
Birchwood Financial Partners, Inc.
NEW
Shares249
Change+249
Value$15.8K
Filed 2026-11-02
Lloyd Advisory Services, Llc.
DECREASED
Shares234 from 324
Change-90 (-28%)
Value$14.9K (-$5.0K)
Filed 2026-11-02
Fairway Wealth LLC
UNCHANGED
Shares229 from 229
Change0 (0%)
Value$14.6K (+$545)
Filed 2026-10-30
Ascentis Independent Advisors
NEW
Shares225
Change+225
Value$14.3K
Filed 2026-11-03
AlphaCore Capital LLC
NEW
Shares214
Change+214
Value$13.6K
Filed 2026-11-04
Chung Wu Investment Group, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$12.7K (+$476)
Filed 2026-11-03
Bokf, NA
DECREASED
Shares196 from 1,028
Change-832 (-81%)
Value$12.5K (-$50.5K)
Filed 2026-10-27
Physician Wealth Advisors, Inc.
DECREASED
Shares196 from 241
Change-45 (-19%)
Value$12.5K (-$2.3K)
Filed 2026-10-20
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares184 from 184
Change0 (0%)
Value$11.7K (+$454)
Filed 2026-10-23
Salomon & Ludwin, LLC
INCREASED
Shares116 from 115
Change+1 (+1%)
Value$7.3K (+$310)
Filed 2026-10-29
JFS Wealth Advisors, LLC
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$7.3K (+$274)
Filed 2026-11-03
Hanson & Doremus Investment Management
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$7 (+$1)
Filed 2026-10-16
Blue Trust, Inc.
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$4.8K (+$179)
Filed 2026-10-15
Signature Resources Capital Management, LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$4.8K (+$179)
Filed 2026-10-16
Cullen T Bankers, Inc.
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$4.4K (+$172)
Filed 2026-10-28
Wagner Wealth Management, LLC
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$4.2K (+$159)
Filed 2026-10-21
Valley National Advisers Inc
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$4.1K (+$155)
Filed 2026-10-23
Gables Capital Management Inc.
NEW
Shares60
Change+60
Value$3.8K
Filed 2026-11-04
Central Trust Co
NEW
Shares52
Change+52
Value$3.3K
Filed 2026-11-05
GK Wealth Management LLC
NEW
Shares51
Change+51
Value$3.2K
Filed 2026-10-09
Gamma Investing LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$3.2K (+$119)
Filed 2026-10-08
Tsfg, LLC
DECREASED
Shares43 from 7,062
Change-7,019 (-99%)
Value$3 (-$432.0K)
Filed 2026-10-23
Weaver Capital Management LLC
DECREASED
Shares16 from 38
Change-22 (-58%)
Value$1.0K (-$1.1K)
Filed 2026-10-15
Toth Financial Advisory Corp
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$700 (+$26)
Filed 2026-10-08
First Command Advisory Services, Inc.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$382 (+$15)
Filed 2026-11-05
Compass Financial Management LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$130 (+$5)
Filed 2026-10-30
Seros Financial, LLC
CLOSED
Shares0 from 176,305
Change-176,305 (-100%)
Value$0 (-$10.8M)
Filed 2026-10-21
Atria Investments, Inc
CLOSED
Shares0 from 93,174
Change-93,174 (-100%)
Value$0 (-$5.7M)
Filed 2026-10-15
Del-Sette Capital Management, LLC
CLOSED
Shares0 from 37,302
Change-37,302 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-23
Snider Financial Group
CLOSED
Shares0 from 22,602
Change-22,602 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-16
Blue Capital, Inc.
CLOSED
Shares0 from 20,487
Change-20,487 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-13
Coastline Trust Co
CLOSED
Shares0 from 15,406
Change-15,406 (-100%)
Value$0 (-$943.3K)
Filed 2026-10-01
Synergy Asset Management, LLC
CLOSED
Shares0 from 6,168
Change-6,168 (-100%)
Value$0 (-$377.7K)
Filed 2026-11-05
Embree Financial Group
CLOSED
Shares0 from 5,044
Change-5,044 (-100%)
Value$0 (-$308.9K)
Filed 2026-10-22
Professional Financial Advisors, LLC
CLOSED
Shares0 from 4,572
Change-4,572 (-100%)
Value$0 (-$279.9K)
Filed 2026-10-13
Future Financial Wealth Managment LLC
CLOSED
Shares0 from 4,307
Change-4,307 (-100%)
Value$0 (-$258.9K)
Filed 2026-10-15
FFG Retirement Advisors LLC
CLOSED
Shares0 from 3,722
Change-3,722 (-100%)
Value$0 (-$227.9K)
Filed 2026-10-20
Wespac Advisors, LLC
CLOSED
Shares0 from 3,461
Change-3,461 (-100%)
Value$0 (-$211.9K)
Filed 2026-10-26
Rhodes Investment Advisors Inc
CLOSED
Shares0 from 3,375
Change-3,375 (-100%)
Value$0 (-$206.7K)
Filed 2026-10-07
Wesbanco Bank Inc
CLOSED
Shares0 from 3,332
Change-3,332 (-100%)
Value$0 (-$204.0K)
Filed 2026-11-04
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,585
Change-1,585 (-100%)
Value$0 (-$96.7K)
Filed 2026-11-02
MCF Advisors LLC
CLOSED
Shares0 from 1,055
Change-1,055 (-100%)
Value$0 (-$64.6K)
Filed 2026-10-28
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$55.1K)
Filed 2026-10-26
Cranbrook Wealth Management, LLC
CLOSED
Shares0 from 635
Change-635 (-100%)
Value$0 (-$38.9K)
Filed 2026-10-28
Halbert Hargrove Global Advisors, LLC
CLOSED
Shares0 from 520
Change-520 (-100%)
Value$0 (-$31.8K)
Filed 2026-10-16
Founders Capital Management
CLOSED
Shares0 from 230
Change-230 (-100%)
Value$0 (-$14.1K)
Filed 2026-10-13
Tucker Asset Management LLC
CLOSED
Shares0 from 173
Change-173 (-100%)
Value$0 (-$10.6K)
Filed 2026-10-29
Networth Advisors, LLC
CLOSED
Shares0 from 116
Change-116 (-100%)
Value$0 (-$7.1K)
Filed 2026-11-03
Milestone Investment Advisors LLC
CLOSED
Shares0 from 91
Change-91 (-100%)
Value$0 (-$5.6K)
Filed 2026-11-05
Financial Network Wealth Advisors LLC
CLOSED
Shares0 from 57
Change-57 (-100%)
Value$0 (-$3.5K)
Filed 2026-10-28
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$2.2K)
Filed 2026-10-29
Cornerstone Planning Group LLC
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-16
Valued Wealth Advisors LLC
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$490)
Filed 2026-11-05
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$259.3K (+$10.0K)
Filed 2026-10-29
LPL Financial LLC
N/A
Shares— from 9,447,300
Change-9,447,300 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 7,169,840
Change-7,169,840 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 6,378,648
Change-6,378,648 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,445,571
Change-3,445,571 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,095,951
Change-3,095,951 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,774,385
Change-2,774,385 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,378,244
Change-2,378,244 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 2,255,508
Change-2,255,508 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,921,389
Change-1,921,389 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,689,089
Change-1,689,089 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,300,255
Change-1,300,255 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,195,204
Change-1,195,204 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,122,247
Change-1,122,247 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,120,730
Change-1,120,730 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,074,733
Change-1,074,733 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 931,939
Change-931,939 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 887,762
Change-887,762 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 865,654
Change-865,654 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 837,467
Change-837,467 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 746,104
Change-746,104 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 704,917
Change-704,917 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 664,341
Change-664,341 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 588,062
Change-588,062 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 575,169
Change-575,169 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 449,071
Change-449,071 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 412,914
Change-412,914 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 402,306
Change-402,306 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 374,672
Change-374,672 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 343,570
Change-343,570 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 342,322
Change-342,322 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 326,731
Change-326,731 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 318,702
Change-318,702 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 289,297
Change-289,297 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 276,809
Change-276,809 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 275,854
Change-275,854 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 272,205
Change-272,205 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 268,713
Change-268,713 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 239,838
Change-239,838 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 228,152
Change-228,152 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 221,021
Change-221,021 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 210,983
Change-210,983 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 208,582
Change-208,582 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 200,437
Change-200,437 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 198,614
Change-198,614 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 181,462
Change-181,462 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 174,996
Change-174,996 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 164,372
Change-164,372 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 155,798
Change-155,798 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 152,001
Change-152,001 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 148,018
Change-148,018 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 147,911
Change-147,911 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 140,926
Change-140,926 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 134,237
Change-134,237 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 125,829
Change-125,829 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 121,540
Change-121,540 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 112,646
Change-112,646 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 112,349
Change-112,349 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 110,063
Change-110,063 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 109,818
Change-109,818 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 105,818
Change-105,818 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 98,864
Change-98,864 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 94,434
Change-94,434 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 90,000
Change-90,000 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 88,334
Change-88,334 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 87,793
Change-87,793 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 87,376
Change-87,376 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 84,361
Change-84,361 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 83,108
Change-83,108 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 82,727
Change-82,727 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 80,790
Change-80,790 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 80,545
Change-80,545 (-100%)
Value—
Ackerman Asset Management, LLC
N/A
Shares— from 78,951
Change-78,951 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 74,327
Change-74,327 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 73,133
Change-73,133 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 71,054
Change-71,054 (-100%)
Value—
&partners
N/A
Shares— from 67,698
Change-67,698 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 66,721
Change-66,721 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 66,556
Change-66,556 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 66,473
Change-66,473 (-100%)
Value—
FMR LLC
N/A
Shares— from 62,294
Change-62,294 (-100%)
Value—
Centennial Bank
N/A
Shares— from 61,900
Change-61,900 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 61,030
Change-61,030 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 60,757
Change-60,757 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 59,854
Change-59,854 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 55,099
Change-55,099 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 53,999
Change-53,999 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 53,300
Change-53,300 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 51,875
Change-51,875 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 47,241
Change-47,241 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 46,877
Change-46,877 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 46,216
Change-46,216 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 45,433
Change-45,433 (-100%)
Value—
Blair William & Co
N/A
Shares— from 45,063
Change-45,063 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 41,661
Change-41,661 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 39,301
Change-39,301 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 38,266
Change-38,266 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 36,210
Change-36,210 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 35,688
Change-35,688 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 34,900
Change-34,900 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 34,360
Change-34,360 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 33,955
Change-33,955 (-100%)
Value—
Goodwin Investment Advisory
N/A
Shares— from 33,660
Change-33,660 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 32,337
Change-32,337 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 31,754
Change-31,754 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 31,134
Change-31,134 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 30,133
Change-30,133 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 29,164
Change-29,164 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 28,722
Change-28,722 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 28,231
Change-28,231 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 26,955
Change-26,955 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 26,480
Change-26,480 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 26,274
Change-26,274 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 26,022
Change-26,022 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 25,741
Change-25,741 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 25,070
Change-25,070 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 24,815
Change-24,815 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 23,988
Change-23,988 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 23,516
Change-23,516 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 22,900
Change-22,900 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 22,900
Change-22,900 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 22,829
Change-22,829 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 22,766
Change-22,766 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 22,697
Change-22,697 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 21,694
Change-21,694 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 21,537
Change-21,537 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 20,798
Change-20,798 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 18,540
Change-18,540 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 18,117
Change-18,117 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 17,466
Change-17,466 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 17,357
Change-17,357 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 16,996
Change-16,996 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 16,786
Change-16,786 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 16,658
Change-16,658 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 16,328
Change-16,328 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 15,731
Change-15,731 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 15,022
Change-15,022 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 13,481
Change-13,481 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 12,874
Change-12,874 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 12,686
Change-12,686 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 12,590
Change-12,590 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 12,560
Change-12,560 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 12,276
Change-12,276 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 11,761
Change-11,761 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 11,745
Change-11,745 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 11,639
Change-11,639 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 11,591
Change-11,591 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 11,496
Change-11,496 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 11,419
Change-11,419 (-100%)
Value—
LEE Johnson Capital Management, LLC
N/A
Shares— from 11,253
Change-11,253 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 11,120
Change-11,120 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 10,866
Change-10,866 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 10,760
Change-10,760 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 10,575
Change-10,575 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 10,255
Change-10,255 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 10,245
Change-10,245 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 9,819
Change-9,819 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 9,605
Change-9,605 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 9,539
Change-9,539 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 9,507
Change-9,507 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 9,421
Change-9,421 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 8,772
Change-8,772 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 8,565
Change-8,565 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 8,379
Change-8,379 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 8,000
Change-8,000 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 7,460
Change-7,460 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 7,262
Change-7,262 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 6,806
Change-6,806 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 6,541
Change-6,541 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 6,504
Change-6,504 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 6,392
Change-6,392 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 6,294
Change-6,294 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 6,154
Change-6,154 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 5,978
Change-5,978 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 5,825
Change-5,825 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 5,770
Change-5,770 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 5,581
Change-5,581 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 5,564
Change-5,564 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 5,509
Change-5,509 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 5,505
Change-5,505 (-100%)
Value—
Jackson Wealth Management, LLC
N/A
Shares— from 5,503
Change-5,503 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 5,443
Change-5,443 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 5,420
Change-5,420 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 5,373
Change-5,373 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 5,353
Change-5,353 (-100%)
Value—
Daviman Financial, LLC
N/A
Shares— from 5,310
Change-5,310 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 5,237
Change-5,237 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 5,230
Change-5,230 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 5,170
Change-5,170 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 5,150
Change-5,150 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 5,085
Change-5,085 (-100%)
Value—
Somerset Group LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 4,825
Change-4,825 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 4,591
Change-4,591 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 4,534
Change-4,534 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 4,265
Change-4,265 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 4,193
Change-4,193 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 4,077
Change-4,077 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 3,995
Change-3,995 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 3,981
Change-3,981 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 3,981
Change-3,981 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 3,870
Change-3,870 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 3,849
Change-3,849 (-100%)
Value—
Steffes Financial, Ltd.
N/A
Shares— from 3,825
Change-3,825 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 3,780
Change-3,780 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 3,757
Change-3,757 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 3,735
Change-3,735 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 3,695
Change-3,695 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 3,634
Change-3,634 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 3,485
Change-3,485 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 3,457
Change-3,457 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 3,442
Change-3,442 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 3,331
Change-3,331 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 3,309
Change-3,309 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 3,302
Change-3,302 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 3,268
Change-3,268 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 3,190
Change-3,190 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,374
Change-2,374 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 2,255
Change-2,255 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,567
Change-1,567 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 1,498
Change-1,498 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 1,400
Change-1,400 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 1,305
Change-1,305 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,255
Change-1,255 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,240
Change-1,240 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1,217
Change-1,217 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,178
Change-1,178 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 1,095
Change-1,095 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 985
Change-985 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 816
Change-816 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 794
Change-794 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 678
Change-678 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 654
Change-654 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 636
Change-636 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 602
Change-602 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 600
Change-600 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 329
Change-329 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 166
Change-166 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 144
Change-144 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 103
Change-103 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 86
Change-86 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 72
Change-72 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 60
Change-60 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 26
Change-26 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 5
Change-5 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Principle Wealth Partners LLC
INCREASED2,609,7272,592,959+16,768+1%$158.8M$166.0M+$7.2M2026-11-02
Means Investment Co., Inc.
INCREASED1,645,0141,624,685+20,329+1%$99.5M$104.6M+$5.2M2026-11-03
Lido Advisors, LLC
INCREASED1,281,7391,257,704+24,035+2%$77.0M$81.5M+$4.5M2026-11-04
Wealth Enhancement Advisory Services, LLC
DECREASED1,125,0831,370,284-245,201-18%$84.9M$72.6M-$12.4M2026-10-13
Demars Financial Group, LLC
INCREASED804,452776,421+28,031+4%$47.5M$51.2M+$3.6M2026-10-22
Citigroup Inc
INCREASED772,990745,845+27,145+4%$45.7M$49.2M+$3.5M2026-11-04
Farther Finance Advisors, LLC
DECREASED595,456607,616-12,160-2%$37.2M$37.9M+$673.4K2026-10-08
Quattro Financial Advisors LLC
INCREASED482,543337,860+144,683+43%$20.7M$30.7M+$10.0M2026-10-15
Polaris Financial Partners
NEW333,977—+333,977——$21.4K—2026-10-02
Mirae Asset Global Investments Co., Ltd.
INCREASED309,000280,000+29,000+10%$17.1M$19.7M+$2.5M2026-11-03
Segment Wealth Management, LLC
INCREASED308,926305,742+3,184+1%$18.7M$19.7M+$930.2K2026-10-26
Commonwealth Equity Services, LLC
INCREASED302,454291,213+11,241+4%$17.8M$19.2M+$1.4M2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED294,784276,509+18,275+7%$16.9M$18.8M+$1.8M2026-11-02
Cyr Financial Inc.
INCREASED287,091266,804+20,287+8%$16.3M$18.3M+$1.9M2026-10-16
Altfest L J & Co Inc
NEW262,096—+262,096——$16.7M—2026-10-27
Green Ridge Wealth Planning LLC
DECREASED220,635228,719-8,084-4%$14.0M$14.0M+$30.2K2026-10-08
JSF Financial, LLC
INCREASED192,540186,891+5,649+3%$11.4M$12.2M+$804.1K2026-10-22
KPP Advisory Services LLC
INCREASED184,148173,685+10,463+6%$10.6M$11.7M+$1.1M2026-10-26
Capstone Wealth Management Group, LLC
NEW180,861—+180,861——$10.4M—2026-11-05
Lighthouse Financial Services Inc
INCREASED180,067176,958+3,109+2%$10.8M$11.5M+$657.8K2026-11-02
Precedent Wealth Partners, LLC
DECREASED166,637173,358-6,721-4%$10.6M$10.6M-$14.9K2026-10-21
MGO One Seven LLC
DECREASED155,535158,316-2,781-2%$9.7M$9.9M+$199.9K2026-10-28
Flagship Wealth Advisors, LLC
INCREASED142,998135,600+7,398+5%$8.3M$9.1M+$793.3K2026-11-03
Concurrent Investment Advisors, LLC
DECREASED140,615148,505-7,890-5%$9.1M$8.9M-$148.5K2026-10-16
D.A. Davidson & Co.
DECREASED133,721139,502-5,781-4%$8.5M$8.5M-$35.7K2026-10-28
Ashton Thomas Securities, LLC
INCREASED123,973123,103+870+1%$7.5M$7.9M+$348.3K2026-10-26
Crescent Grove Advisors, LLC
UNCHANGED117,638117,63800%$7.2M$7.5M+$280.0K2026-10-21
IFC & Insurance Marketing, Inc.
INCREASED116,782113,274+3,508+3%$6.9M$7.4M+$498.0K2026-10-16
Elevatus Welath Management
NEW116,243—+116,243——$7.4M—2026-10-19
Madrona Financial Services, LLC
INCREASED114,76119,175+95,586+498%$1.2M$7.3M+$6.1M2026-10-23
Integrity Alliance, Llc.
INCREASED110,628103,872+6,756+7%$6.4M$7.0M+$677.0K2026-10-29
Sage Mountain Advisors LLC
DECREASED103,928104,090-1620%$6.4M$6.6M+$237.4K2026-11-02
Kestra Advisory Services, LLC
DECREASED97,981191,225-93,244-49%$11.7M$6.2M-$5.5M2026-11-02
HBW Advisory Services LLC
INCREASED93,01391,730+1,283+1%$5.6M$5.9M+$300.0K2026-10-15
Comprehensive Financial Planning, Inc.
DECREASED92,58592,770-1850%$5.7M$5.9M+$209.1K2026-10-27
Basso Capital Management, L.P.
DECREASED85,35186,797-1,446-2%$5.3M$5.4M+$114.6K2026-10-30
VestGen Advisors, LLC
DECREASED82,40387,602-5,199-6%$5.4M$5.2M-$122.2K2026-10-27
Truist Financial Corp
INCREASED79,61677,854+1,762+2%$4.8M$5.1M+$297.4K2026-10-30
Elevation Capital Advisory, LLC
INCREASED78,37221,085+57,287+272%$1.3M$5.0M+$3.7M2026-10-29
Cornerstone Wealth Group, LLC
DECREASED74,57174,788-2170%$4.6M$4.7M+$164.2K2026-11-02
Stenger Family Office, LLC
DECREASED72,34973,624-1,275-2%$4.5M$4.7M+$178.7K2026-10-22
City Center Advisors, LLC
INCREASED70,31161,579+8,732+14%$3.8M$4.5M+$702.0K2026-10-08
Asset Allocation Strategies LLC
DECREASED70,12271,036-914-1%$4.3M$4.5M+$110.9K2026-10-20
Summit Financial Consulting LLC
INCREASED65,64164,920+721+1%$4.0M$4.2M+$200.4K2026-10-15
Foronjy Financial LLC
INCREASED65,44860,882+4,566+8%$3.7M$4.2M+$435.4K2026-10-14
Hutchens & Kramer Investment Management Group, LLC
INCREASED65,22664,645+581+1%$4.0M$4.1M+$190.8K2026-10-16
Bulwark Capital Corp
INCREASED64,18663,937+249+0%$3.9M$4.1M+$168.0K2026-10-13
Allen Investment Management, LLC
UNCHANGED61,63661,63600%$3.8M$3.9M+$146.7K2026-11-03
KCM Investment Advisors LLC
INCREASED59,74554,775+4,970+9%$3.4M$3.8M+$446.5K2026-10-27
RIA Advisory Group LLC
DECREASED59,66566,665-7,000-10%$4.1M$3.8M-$286.6K2026-10-15
Independent Financial Group, LLC
DECREASED58,48658,809-323-1%$3.6M$3.7M+$119.4K2026-10-13
Signal Advisors Wealth, LLC
INCREASED56,14540,572+15,573+38%$2.5M$3.6M+$1.1M2026-10-13
Kestra Private Wealth Services, LLC
DECREASED52,57466,981-14,407-22%$4.1M$3.3M-$757.0K2026-10-30
J.W. Cole Advisors, Inc.
INCREASED50,91250,727+185+0%$3.1M$3.2M+$132.5K2026-11-05
Elevation Point Wealth Partners, LLC
DECREASED50,85051,941-1,091-2%$3.2M$3.2M+$54.2K2026-11-05
Smith Shellnut Wilson LLC
DECREASED49,31451,546-2,232-4%$3.2M$3.1M-$19.4K2026-10-21
Cannon Advisors, Inc.
NEW49,179—+49,179——$3.2M—2026-10-14
Fifth Third Bancorp
INCREASED49,03331,612+17,421+55%$1.9M$3.1M+$1.2M2026-11-05
Perryman Financial Advisory Inc
INCREASED49,02546,779+2,246+5%$2.9M$3.1M+$254.2K2026-10-16
Creative Planning
INCREASED45,88933,617+12,272+37%$2.1M$2.9M+$860.6K2026-11-02
Ashton Thomas Private Wealth, LLC
DECREASED44,51844,821-303-1%$2.7M$2.8M+$87.4K2026-11-03
Royal Fund Management, LLC
INCREASED43,90739,705+4,202+11%$2.4M$2.8M+$361.8K2026-10-22
Milestone Asset Management Group, LLC
DECREASED43,16343,414-251-1%$2.7M$2.7M+$87.4K2026-10-20
Compass Ion Advisors, LLC
INCREASED43,04643,002+44+0%$2.6M$2.7M+$105.1K2026-10-23
Wedbush Securities Inc
DECREASED42,04558,284-16,239-28%$3.6M$2.7K-$3.6M2026-10-22
Capstone Wealth Management Group, Inc.
DECREASED42,01443,013-999-2%$2.6M$2.7M+$38.8K2026-10-19
Meitav Investment House LTD
INCREASED41,92229,956+11,966+40%$1.8M$2.7M+$831.3K2026-10-28
Walker Asset Management, LLC
DECREASED40,86841,179-311-1%$2.5M$2.6M+$78.2K2026-10-13
Sigma Planning Corp
DECREASED40,31243,615-3,303-8%$2.7M$2.6M-$106.3K2026-10-23
Sapient Capital LLC
UNCHANGED39,39639,39600%$2.4M$2.5M+$93.8K2026-10-08
US Bancorp \de\
DECREASED38,69753,788-15,091-28%$3.3M$2.5M-$831.9K2026-11-05
Capital Advisors, Ltd. LLC
INCREASED37,91036,469+1,441+4%$2.2K$2.4M+$2.4M2026-10-27
Iams Wealth Management, LLC
INCREASED37,33035,998+1,332+4%$2.2M$2.4M+$170.4K2026-10-15
Curtis Advisory Group, LLC
INCREASED37,05835,698+1,360+4%$2.2M$2.4M+$171.5K2026-10-28
WealthPlan Investment Management, LLC
UNCHANGED37,00037,00000%$2.3M$2.4M+$88.1K2026-10-15
Oppenheimer & Co Inc
DECREASED35,75138,508-2,757-7%$2.4M$2.3M-$83.7K2026-10-26
Sowell Financial Services LLC
INCREASED35,61035,506+104+0%$2.2M$2.3M+$91.1K2026-10-23
Balance Wealth Partners LLC
DECREASED35,33638,750-3,414-9%$2.4M$2.2M-$124.9K2026-10-27
Greenleaf Trust
UNCHANGED35,22035,22000%$2.2M$2.2M+$83.8K2026-10-29
Diversified Enterprises, LLC
INCREASED32,00831,890+118+0%$2.0M$2.0M+$83.4K2026-10-19
CoreCap Advisors, LLC
DECREASED31,43735,692-4,255-12%$2.2M$2.0M-$185.7K2026-10-08
Claro Advisors Inc.
DECREASED30,94833,910-2,962-9%$2.1M$2.0M-$107.7K2026-11-02
Capital Investment Advisory Services, LLC
INCREASED30,894525+30,369+5785%$32.2K$2.0M+$1.9M2026-10-30
NTV Asset Management LLC
DECREASED30,68430,884-200-1%$1.9M$2.0M+$60.8K2026-10-23
Sound Income Strategies, LLC
DECREASED29,90633,833-3,927-12%$2.1M$1.9M-$143.0K2026-10-09
RM Financial Services, LLC
UNCHANGED29,57229,57200%$1.8M$1.9M+$70.4K2026-11-03
Creative Financial Designs Inc
INCREASED28,8981,419+27,479+1937%$86.9K$1.8M+$1.8M2026-11-04
Avestar Capital, LLC
DECREASED27,02028,318-1,298-5%$1.7M$1.7M-$15.2K2026-10-28
Maia Wealth LLC
DECREASED26,99154,986-27,995-51%$3.4M$1.7M-$1.6M2026-10-19
Nations Financial Group Inc,
DECREASED26,92528,541-1,616-6%$1.7M$1.7M-$34.9K2026-11-05
Private Trust Co NA
DECREASED26,38826,957-569-2%$1.7M$1.7M+$28.0K2026-10-20
Wealthcare Advisory Partners LLC
INCREASED26,32019,719+6,601+33%$1.2M$1.7M+$466.8K2026-10-21
Cresta Advisors, Ltd.
DECREASED25,96752,247-26,280-50%$3.2M$1.7M-$1.5M2026-10-14
Clear Creek Financial Management, LLC
DECREASED25,74726,602-855-3%$1.6M$1.6M+$8.9K2026-10-28
Y-Intercept (Hong Kong) Ltd
INCREASED25,7145,861+19,853+339%$358.9K$1.6M+$1.3M2026-10-16
ShoreHaven Wealth Partners, LLC
DECREASED24,97926,123-1,144-4%$1.6M$1.6M-$10.6K2026-10-16
Omni 360 Wealth, Inc.
DECREASED23,90124,815-914-4%$1.5M$1.5M+$9212026-10-13
Avior Wealth Management, LLC
DECREASED23,87824,350-472-2%$1.5M$1.5M+$27.7K2026-10-13
Perigon Wealth Management, LLC
DECREASED23,87124,314-443-2%$1.5M$1.5M+$29.7K2026-10-22
RFG Advisory, LLC
DECREASED23,68525,145-1,460-6%$1.5M$1.5M-$33.0K2026-11-03
IFP Advisors, Inc
DECREASED23,23425,335-2,101-8%$1.6M$1.5M-$73.3K2026-10-16
Keystone Wealth Services, LLC
DECREASED21,47222,615-1,143-5%$1.4M$1.4M-$19.3K2026-11-03
Hardworking Capital Advisors, LLC
DECREASED20,96021,232-272-1%$1.3M$1.3M+$33.2K2026-10-20
LexAurum Advisors, LLC
DECREASED20,69720,766-690%$1.3M$1.3M+$45.1K2026-10-19
Hilltop National Bank
UNCHANGED20,65020,65000%$1.3M$1.3M+$49.1K2026-10-14
WBH Advisory Inc
DECREASED20,54020,581-410%$1.3M$1.3M+$46.3K2026-11-05
Baring Financial LLC
INCREASED20,49119,825+666+3%$1.2M$1.3M+$89.5K2026-10-07
FWG Investments, Llc.
DECREASED20,34221,550-1,208-6%$1.3M$1.3M-$25.6K2026-11-03
Horizon Wealth Management, LLC
DECREASED20,17120,268-970%$1.2M$1.3M+$42.1K2026-11-02
Moneco Advisors, LLC
DECREASED20,01721,433-1,416-7%$1.3M$1.3M-$39.0K2026-11-05
Nfsg Corp
INCREASED18,89518,514+381+2%$1.1M$1.2M+$68.3K2026-10-15
PFG Advisors
INCREASED17,84917,563+286+2%$1.1M$1.1M+$60.0K2026-10-16
United Advisor Group, LLC
INCREASED17,49815,402+2,096+14%$943.1K$1.1M+$170.0K2026-11-03
KG Capital Management
DECREASED16,54417,273-729-4%$1.1M$1.1M-$5.3K2026-10-15
Ethos Capital Management, Inc.
DECREASED16,54218,705-2,163-12%$1.1M$1.1M-$93.1K2026-11-03
Mather Group, Llc.
UNCHANGED16,34316,34300%$1.0M$1.0M+$38.9K2026-10-14
Citizens Financial Group Inc
NEW16,154—+16,154——$1.0M—2026-10-23
Total Clarity Wealth Management, Inc.
DECREASED15,64315,722-790%$962.6K$995.0K+$32.4K2026-10-26
Arsenal Capital Advisors LLC
INCREASED15,59715,499+98+1%$949.0K$992.1K+$43.1K2026-11-02
Kathmere Capital Management, LLC
INCREASED15,08214,463+619+4%$885.6K$959.3K+$73.8K2026-10-20
Retireful, LLC
INCREASED14,97913,778+1,201+9%$845.0K$952.8K+$107.8K2026-10-09
Integrated Advisors Network LLC
DECREASED14,89115,513-622-4%$949.8K$947.2K-$2.6K2026-10-20
Cassaday & Co Wealth Management LLC
UNCHANGED14,43314,43300%$883.7K$918.1K+$34.4K2026-10-27
Focus Financial Network, Inc.
DECREASED14,38218,271-3,889-21%$1.1M$914.8K-$203.9K2026-10-14
Prospera Financial Services Inc
INCREASED13,94513,696+249+2%$839.0K$857.5K+$18.5K2026-11-04
Key Client Fiduciary Advisors, LLC
INCREASED13,91713,549+368+3%$829.6K$885.3K+$55.7K2026-10-19
Forvis Mazars Wealth Advisors, LLC
INCREASED13,89613,496+400+3%$826.4K$883.9K+$57.6K2026-10-13
Brookstone Capital Management
DECREASED13,87614,220-344-2%$870.7K$882.7K+$12.0K2026-10-22
Cyndeo Wealth Partners, LLC
DECREASED13,75914,751-992-7%$903.2K$875.2K-$27.9K2026-10-16
Leslie Global Wealth, LLC
INCREASED13,4499,481+3,968+42%$580.5K$855.5K+$275.0K2026-10-26
McAdam, LLC
DECREASED13,35414,970-1,616-11%$916.6K$849.4K-$67.1K2026-10-21
Summit Asset Management, LLC
UNCHANGED13,09013,09000%$801.5K$832.7K+$31.2K2026-11-05
Insight Advisors, LLC/ PA
INCREASED13,05411,629+1,425+12%$712.1K$830.4K+$118.3K2026-10-22
XY Planning Network, Inc.
INCREASED13,0054,931+8,074+164%$301.9K$827.3K+$525.3K2026-10-14
Great Diamond Partners, LLC
INCREASED12,96112,927+34+0%$791.5K$824.5K+$32.9K2026-10-13
First Heartland Consultants, Inc.
INCREASED12,85212,280+572+5%$751.9K$817.5K+$65.6K2026-10-08
Joel Isaacson & Co., LLC
INCREASED12,71012,696+14+0%$777.4K$808.5K+$31.1K2026-11-05
Valley Brook Capital Group, Inc.
INCREASED12,65512,170+485+4%$745.2K$805.0K+$59.8K2026-10-26
North Star Investment Management Corp.
UNCHANGED12,44012,44000%$761.7K$791.3K+$29.6K2026-10-27
NWF Advisory Services Inc.
INCREASED12,43412,431+3+0%$761.1K$790.9K+$29.8K2026-10-19
Colonial River Investments, LLC
INCREASED12,04511,508+537+5%$704.6K$766.2K+$61.5K2026-10-19
Triad Wealth Partners, LLC
INCREASED11,8478,247+3,600+44%$509.9K$753.6K+$243.6K2026-10-26
Investors Research Corp
INCREASED11,82511,037+788+7%$675.8K$752.2K+$76.4K2026-10-07
Fortune 45 LLC
INCREASED11,68411,074+610+6%$678.2K$743.2K+$64.9K2026-10-14
Samalin Investment Counsel, LLC
INCREASED11,67811,595+83+1%$709.9K$742.8K+$32.9K2026-10-23
Liberty Atlantic Advisors LLC
INCREASED11,6478,815+2,832+32%$539.7K$740.9K+$201.1K2026-10-14
Assetmark, Inc
INCREASED11,486541+10,945+2023%$33.1K$730.6K+$697.5K2026-10-21
Choreo, LLC
INCREASED11,34311,338+5+0%$694.2K$721.5K+$27.3K2026-10-28
Allspring Global Investments Holdings, LLC
UNCHANGED11,10011,10000%$674.1K$713.4K+$39.3K2026-11-04
Kohmann Bosshard Financial Services, LLC
UNCHANGED11,09011,09000%$679.0K$705.4K+$26.4K2026-11-04
Spectrum Planning & Advisory Services Inc.
INCREASED11,0538,885+2,168+24%$544.0K$703.1K+$159.0K2026-11-05
Partners Wealth Management, LLC
INCREASED10,97710,628+349+3%$650.8K$698.2K+$47.5K2026-10-28
Compound Planning, Inc.
INCREASED10,96910,560+409+4%$646.6K$697.7K+$51.2K2026-11-05
Focus Wealth Advisors, LLC
UNCHANGED10,92010,92000%$668.6K$694.6K+$26.0K2026-10-14
StoneX Group Inc.
INCREASED10,89010,243+647+6%$642.3K$670.8K+$28.5K2026-11-03
Cooper Financial Group
DECREASED10,83711,373-536-5%$696.4K$689.3K-$7.0K2026-10-07
Cypress Wealth Services, LLC
UNCHANGED10,33210,33200%$632.6K$672.3K+$39.7K2026-10-21
Global Strategic Investment Solutions, LLC
INCREASED10,12410,110+14+0%$619.1K$644.0K+$25.0K2026-10-16
Wilkerson Advisory Group LLC
DECREASED10,01310,095-82-1%$618.1K$636.9K+$18.8K2026-10-20
Cadent Capital Advisors, LLC
INCREASED9,8479,723+124+1%$595.3K$626.4K+$31.0K2026-10-09
Fifth Third Securities, Inc.
INCREASED9,7388,236+1,502+18%$504.3K$619.4K+$115.1K2026-10-21
BAR Harbor Wealth Management
NEW9,645—+9,645——$613.5K—2026-10-21
Davenport & Co LLC
INCREASED9,6417,996+1,645+21%$489.6K$613.3K+$123.7K2026-10-14
Wedmont Private Capital
UNCHANGED9,6419,64100%$597.5K$621.7K+$24.2K2026-10-09
Elco Management Co., LLC
DECREASED9,5509,650-100-1%$590.9K$607.5K+$16.6K2026-10-14
Trilogy Capital Inc.
INCREASED9,4979,492+5+0%$581.2K$604.1K+$22.9K2026-10-20
Redhawk Wealth Advisors, Inc.
INCREASED9,1669,129+37+0%$559.0K$583.1K+$24.1K2026-10-14
Selective Wealth Management, Inc.
DECREASED9,13810,309-1,171-11%$625.9K$583.7K-$42.1K2026-10-16
Balboa Wealth Partners
INCREASED9,1138,991+122+1%$550.5K$579.7K+$29.2K2026-10-20
RDA Financial Network
DECREASED8,8448,902-58-1%$545.1K$562.6K+$17.5K2026-10-15
Moller Wealth Partners
INCREASED8,6458,641+4+0%$529.1K$549.9K+$20.8K2026-10-15
MassMutual Private Wealth & Trust, FSB
UNCHANGED8,5658,56500%$524.4K$544.8K+$20.4K2026-10-05
Darrow Company, Inc.
UNCHANGED8,4368,43600%$516.6K$536.6K+$20.1K2026-10-22
Associated Banc-Corp
INCREASED8,3763,456+4,920+142%$211.6K$532.8K+$321.2K2026-10-30
Pioneer Family Office, LLC
UNCHANGED8,3198,31900%$509.4K$529.2K+$19.8K2026-10-30
Simplicity Wealth,LLC
INCREASED8,3186,359+1,959+31%$389.4K$529.1K+$139.7K2026-10-23
Global Financial Private Client, LLC
UNCHANGED8,2848,28400%$507.2K$527.0K+$19.7K2026-10-15
Evergreen Capital Management LLC
UNCHANGED8,0208,02000%$491.1K$510.2K+$19.1K2026-10-23
Essex Bank
DECREASED7,7568,153-397-5%$499.1K$493.4K-$5.8K2026-10-16
Latitude Advisors, LLC
DECREASED7,63711,093-3,456-31%$679.2K$485.8K-$193.4K2026-10-27
Columbia Advisory Partners LLC
DECREASED7,5639,262-1,699-18%$567.1K$481.1K-$86.0K2026-10-15
Three Magnolias Financial Advisors, LLC
DECREASED7,5008,250-750-9%$505.1K$477.1K-$28.1K2026-10-14
SeaCrest Wealth Management, LLC
UNCHANGED7,4317,43100%$455.0K$472.7K+$17.7K2026-10-21
Apeiron RIA LLC
DECREASED7,35148,052-40,701-85%$2.9M$467.7K-$2.5M2026-10-08
Mezzasalma Advisors, LLC
DECREASED6,9338,411-1,478-18%$515.0K$441.0K-$74.0K2026-10-14
15 Wealth Advisors LLC
NEW6,925—+6,925——$440.7K—2026-10-14
Soltis Investment Advisors LLC
INCREASED6,8996,494+405+6%$397.7K$438.8K+$41.2K2026-10-28
University of Texas S AM Investment Management Co
UNCHANGED6,8636,86300%$420.2K$436.6K+$16.3K2026-11-03
Americana Partners, LLC
UNCHANGED6,8146,81400%$417.2K$433.4K+$16.2K2026-10-28
Westco Advisory Services Inc
INCREASED6,7526,395+357+6%$391.6K$429.5K+$37.9K2026-10-14
Advisor OS, LLC
DECREASED6,73410,022-3,288-33%$613.7K$428.3K-$185.3K2026-11-03
CDM Financial Counseling Services, Inc.
UNCHANGED6,5006,50000%$398.0K$413.5K+$15.5K2026-10-15
Traynor Capital Management, Inc.
UNCHANGED6,4856,48500%$397.1K$412.5K+$15.4K2026-10-29
EverSource Wealth Advisors, LLC
UNCHANGED6,4766,47600%$396.5K$411.9K+$15.4K2026-11-04
Capital Wealth Alliance, LLC
DECREASED6,4296,614-185-3%$405.0K$408.9K+$4.0K2026-10-20
Alchemi Wealth, LLC
UNCHANGED6,3356,33500%$387.9K$403.0K+$15.1K2026-11-04
Briggs Wealth Management, Inc
DECREASED6,29712,453-6,156-49%$762.5K$400.5K-$362.0K2026-10-26
Arwa LLC
DECREASED6,1986,897-699-10%$423.8K$401.5K-$22.3K2026-10-21
Parcion Private Wealth LLC
UNCHANGED6,1886,18800%$378.9K$393.6K+$14.7K2026-10-28
Ascent Wealth Partners, LLC
UNCHANGED6,1546,15400%$376.8K$391.4K+$14.6K2026-10-23
Grimes & Co Wealth Management, LLC
INCREASED6,0366,028+8+0%$369.1K$384.0K+$14.9K2026-10-29
Wealth Group Ltd
INCREASED5,9853,545+2,440+69%$217.1K$384.5K+$167.5K2026-10-07
Uptick Partners, LLC
UNCHANGED5,9105,91000%$361.9K$375.9K+$14.1K2026-11-04
Beacon Financial Group
DECREASED5,8036,309-506-8%$386.3K$369.1K-$17.2K2026-10-19
Founders Financial Securities LLC
INCREASED5,7905,744+46+1%$351.7K$368.3K+$16.6K2026-10-28
Well Done, LLC
UNCHANGED5,7125,71200%$349.7K$363.3K+$13.6K2026-10-20
A4 Wealth Advisors LLC
DECREASED5,6986,018-320-5%$368.5K$362.5K-$6.0K2026-10-20
M Holdings Securities, Inc.
NEW5,508—+5,508——$350.0K—2026-11-03
Capital CS Group, LLC
DECREASED5,4405,960-520-9%$364.9K$346.0K-$18.9K2026-10-29
Aviso Wealth Management
INCREASED5,4325,205+227+4%$318.7K$345.5K+$26.8K2026-11-04
Modera Wealth Management, LLC
NEW5,369—+5,369——$341.5K—2026-10-28
GoalVest Advisory LLC
UNCHANGED5,2305,23000%$320.2K$332.7K+$12.4K2026-10-02
Brighton Jones LLC
DECREASED5,1875,422-235-4%$332.0K$329.9K-$2.1K2026-11-03
Tempus Wealth Planning, LLC
DECREASED5,0606,069-1,009-17%$371.6K$321.9K-$49.7K2026-10-14
Missouri Trust & Investment Co
UNCHANGED5,0505,05000%$306.9K$321.2K+$14.3K2026-11-04
Citrine Capital LLC
UNCHANGED5,0265,02600%$307.7K$319.7K+$12.0K2026-10-14
Wavvest Wealth LLC
NEW4,990—+4,990——$317.4K—2026-10-21
Wealth Architects, LLC
UNCHANGED4,9804,98000%$304.9K$316.8K+$11.9K2026-11-03
Guidance Capital, Inc
UNCHANGED4,8754,87500%$299.6K$296.9K-$2.7K2026-11-03
BlueChip Wealth Advisors LLC
DECREASED4,8215,021-200-4%$307.4K$306.7K-$7722026-11-03
Bank of New York Mellon Corp
NEW4,777—+4,777——$303.8K—2026-11-05
Vise Technologies, Inc.
NEW4,728—+4,728——$300.7K—2026-10-29
CFS Investment Advisory Services, LLC
DECREASED4,7195,847-1,128-19%$355.1K$306.9K-$48.2K2026-10-19
B. Riley Wealth Advisors, Inc.
INCREASED4,6743,769+905+24%$227.9K$297.3K+$69.4K2026-10-13
Beacon Financial Advisory LLC
DECREASED4,6529,255-4,603-50%$566.7K$295.9K-$270.8K2026-10-16
Regions Financial Corp
INCREASED4,6144,563+51+1%$279.4K$293.5K+$14.1K2026-11-05
Stewardship Advisors, LLC
DECREASED4,5994,631-32-1%$283.6K$292.5K+$9.0K2026-10-20
Spire Wealth Management
DECREASED4,54120,108-15,567-77%$1.2M$288.9K-$942.4K2026-10-30
Park Avenue Securities LLC
UNCHANGED4,4994,49900%$275.0K$286.0K+$11.0K2026-10-26
Carolina Wealth Management Inc
DECREASED4,36727,367-23,000-84%$1.7M$277.8K-$1.4M2026-10-29
Oath Planning, LLC
INCREASED4,2614,255+6+0%$260.5K$271.0K+$10.5K2026-10-20
Burns Matteson Capital Management, LLC
UNCHANGED4,1704,17000%$255.3K$265.3K+$9.9K2026-10-16
Bank of New Hampshire
DECREASED4,1304,900-770-16%$300.0K$262.7K-$37.3K2026-10-06
MinichMacGregor Wealth Management, LLC
DECREASED4,1164,483-367-8%$274.5K$261.8K-$12.7K2026-10-14
Fiduciary Alliance LLC
DECREASED4,1044,308-204-5%$263.8K$261.0K-$2.7K2026-10-13
King Luther Capital Management Corp
DECREASED4,0004,055-55-1%$248.3K$254.4K+$6.2K2026-11-05
Clarus Group, Inc.
UNCHANGED4,0004,00000%$244.9K$254.4K+$9.5K2026-10-21
Lifelong Wealth Advisors, Inc.
DECREASED3,9996,511-2,512-39%$398.7K$254.4K-$144.3K2026-10-19
HB Wealth Management, LLC
NEW3,993—+3,993——$254.0K—2026-10-23
Laurel OAK Wealth Management, LLC
DECREASED3,9784,115-137-3%$252.0K$253.0K+$1.1K2026-10-19
Patriot Financial Group Insurance Agency, LLC
DECREASED3,9654,293-328-8%$262.9K$252.2K-$10.6K2026-10-14
Matauro, LLC
INCREASED3,8513,846+5+0%$235.5K$245.0K+$9.5K2026-11-03
Mesirow Financial Investment Management, Inc.
NEW3,844—+3,844——$244.6K—2026-11-05
MSH Capital Advisors LLC
DECREASED3,8423,944-102-3%$241.5K$244.4K+$2.9K2026-11-03
Redwood Financial Network Corp
UNCHANGED3,7553,75500%$229.9K$238.9K+$8.9K2026-11-03
Valeo Financial Advisors, LLC
INCREASED3,7393,733+6+0%$228.6K$237.8K+$9.2K2026-10-08
Avidian Wealth Enterprises, LLC
UNCHANGED3,7273,72700%$228.2K$237.1K+$8.9K2026-10-08
William Mack & Associates, Inc.
UNCHANGED3,7063,70600%$226.9K$235.7K+$8.8K2026-10-27
AdvisorNet Financial, Inc
INCREASED3,6663,024+642+21%$185.2K$234.5K+$49.3K2026-10-15
Eclectic Associates Inc
UNCHANGED3,6403,64000%$222.9K$231.5K+$8.7K2026-10-09
Keeler & Nadler Financial Planning & Wealth Management
DECREASED3,6324,215-583-14%$258.1K$231.0K-$27.1K2026-10-28
Hazlett, Burt & Watson, Inc.
UNCHANGED3,6303,63000%$91.1K$108.1K+$17.0K2026-11-04
Burke & Herbert Bank & Trust Co
UNCHANGED3,5953,59500%$220.1K$228.7K+$8.6K2026-11-02
Leo Wealth, LLC
NEW3,594—+3,594——$228.6K—2026-10-26
Plancorp, LLC
UNCHANGED3,5903,59000%$220.0K$220.7K+$6822026-11-03
Navigation Group, LLC
UNCHANGED3,5683,56800%$218.5K$227.0K+$8.5K2026-10-28
Firethorn Wealth Partners, LLC
DECREASED3,4693,803-334-9%$232.9K$220.7K-$12.2K2026-10-14
PKS Advisory Services, LLC
UNCHANGED3,4543,45400%$211.6K$211.6K$02026-10-26
Kingswood Wealth Advisors, LLC
DECREASED3,4423,642-200-5%$223.0K$219.0K-$4.1K2026-10-23
Firestone Capital Management
UNCHANGED3,4103,41000%$208.8K$216.9K+$8.1K2026-11-03
Fifth Third Wealth Advisors LLC
UNCHANGED3,3993,39900%$208.1K$216.2K+$8.1K2026-10-22
Imc-Chicago, LLC
DECREASED3,3379,327-5,990-64%$571.1K$212.3K-$358.8K2026-11-05
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
NEW3,331—+3,331——$211.9K—2026-10-27
CWA Asset Management Group, LLC
DECREASED3,2343,334-100-3%$204.1K$205.7K+$1.6K2026-10-19
Signature Estate & Investment Advisors LLC
DECREASED3,2193,362-143-4%$205.9K$204.7K-$1.1K2026-10-13
Bison Wealth, LLC
NEW3,157—+3,157——$204.5K—2026-10-13
Heritage Family Offices, LLP
NEW2,780—+2,780——$176.8K—2026-11-02
American Capital Advisory, LLC
UNCHANGED2,7502,75000%$168.4K$174.9K+$6.5K2026-10-28
Evolution Wealth Management Inc.
DECREASED2,68113,464-10,783-80%$824.4K$170.5K-$653.8K2026-10-28
Larson Financial Group LLC
DECREASED2,6292,631-20%$161.1K$167.2K+$6.1K2026-11-05
S.A. Mason LLC
UNCHANGED2,6002,60000%$159.2K$165.4K+$6.2K2026-10-13
Kingdom Financial Group Llc.
DECREASED2,4542,968-514-17%$181.7K$156.1K-$25.7K2026-11-04
High Point Wealth Management, LLC
INCREASED2,0452,042+3+0%$125.0K$130.1K+$5.0K2026-11-05
Parallel Advisors, LLC
INCREASED1,9971,693+304+18%$103.7K$127.1K+$23.4K2026-11-03
Key FInancial Inc
UNCHANGED1,8921,89200%$115.8K$120.4K+$4.5K2026-11-02
Register Financial Advisors LLC
UNCHANGED1,7701,77000%$108.4K$112.6K+$4.2K2026-10-23
Root Financial Partners, LLC
NEW1,698—+1,698——$108.0K—2026-10-21
Main Street Group, LTD
UNCHANGED1,3701,37000%$83.9K$87.1K+$3.3K2026-10-28
Jnba Financial Advisors
UNCHANGED1,2501,25000%$76.5K$79.5K+$3.0K2026-11-03
Archer Investment Corp
UNCHANGED1,2341,23400%$75.6K$78.5K+$2.9K2026-11-05
Winthrop Capital Management, LLC
UNCHANGED1,2001,20000%$73.0K$76.3K+$3.3K2026-11-05
Team Financial Group, LLC
NEW1,093—+1,093——$69.5K—2026-10-30
SYM Financial Corp
NEW1,051—+1,051——$66.9K—2026-10-26
CGC Financial Services, LLC
UNCHANGED1,0261,02600%$62.8K$65.3K+$2.4K2026-10-13
Beacon Investment Advisory Services, Inc.
UNCHANGED99699600%$61.0K$63.4K+$2.4K2026-10-13
POM Investment Strategies, LLC
DECREASED8843,730-2,846-76%$228.4K$56.2K-$172.2K2026-10-20
Pinnacle Wealth Planning Services, Inc.
NEW820—+820——$52.2K—2026-10-27
Pinnacle Bancorp, Inc.
INCREASED701700+1+0%$42.8K$44.6K+$1.7K2026-10-21
EPG Wealth Management LLC
UNCHANGED69069000%$42.2K$43.9K+$1.6K2026-11-03
Lanark Financial, Inc.
UNCHANGED65765700%$40.2K$41.8K+$1.6K2026-10-26
Union Savings Bank
UNCHANGED65265200%$39.9K$41.5K+$1.6K2026-10-14
Harbor Asset Planning, Inc.
UNCHANGED60860800%$37.2K$38.7K+$1.5K2026-10-23
Jacobi Capital Management LLC
NEW600—+600——$38.2K—2026-11-05
Key Capital Management, Inc
UNCHANGED60060000%$36.7K$38.2K+$1.4K2026-11-03
Golden State Wealth Management, LLC
UNCHANGED57157100%$35.0K$36.4K+$1.4K2026-11-02
Hager Investment Management Services, LLC
UNCHANGED55055000%$33.7K$35.0K+$1.3K2026-11-04
Downshift Financial, LLC
UNCHANGED51051000%$31.2K$32.4K+$1.2K2026-10-13
Godsey & Gibb, Inc
UNCHANGED51051000%$31.2K$32.4K+$1.2K2026-10-14
Rossby Financial, LCC
INCREASED50842+466+1110%$2.6K$32.3K+$29.7K2026-11-05
Trust Co of Vermont
INCREASED502239+263+110%$14.6K$31.9K+$17.3K2026-10-21
Concord Wealth Partners
UNCHANGED49449400%$30.2K$31.4K+$1.2K2026-11-02
Caldwell Trust Co
NEW488—+488——$31.0K—2026-10-30
Chilton Capital Management LLC
NEW460—+460——$29.3K—2026-10-28
Fortitude Family Office, LLC
UNCHANGED37337300%$22.8K$23.7K+$8882026-10-14
Ascentis Wealth Management, LLC
UNCHANGED37237200%$22.8K$23.7K+$8852026-11-03
Asset Dedication, LLC
INCREASED371115+256+223%$7.0K$23.6K+$16.6K2026-11-03
Birchbrook, Inc.
UNCHANGED35335300%$21.6K$22.5K+$8402026-10-14
Hickory Point Bank & Trust
UNCHANGED34134100%$20.9K$21.7K+$8122026-10-01
Murphy & Mullick Capital Management Corp
UNCHANGED30030000%$18.4K$19.1K+$7142026-11-02
Goodman Advisory Group, LLC
NEW277—+277——$17.6K—2026-11-02
Abound Wealth Management
DECREASED271346-75-22%$21.2K$17.2K-$4.0K2026-10-26
TD Waterhouse Canada Inc.
UNCHANGED26026000%$15.9K$16.6K+$6922026-10-16
Birchwood Financial Partners, Inc.
NEW249—+249——$15.8K—2026-11-02
Lloyd Advisory Services, Llc.
DECREASED234324-90-28%$19.9K$14.9K-$5.0K2026-11-02
Fairway Wealth LLC
UNCHANGED22922900%$14.0K$14.6K+$5452026-10-30
Ascentis Independent Advisors
NEW225—+225——$14.3K—2026-11-03
AlphaCore Capital LLC
NEW214—+214——$13.6K—2026-11-04
Chung Wu Investment Group, LLC
UNCHANGED20020000%$12.2K$12.7K+$4762026-11-03
Bokf, NA
DECREASED1961,028-832-81%$62.9K$12.5K-$50.5K2026-10-27
Physician Wealth Advisors, Inc.
DECREASED196241-45-19%$14.8K$12.5K-$2.3K2026-10-20
Dhjj Financial Advisors, Ltd.
UNCHANGED18418400%$11.3K$11.7K+$4542026-10-23
Salomon & Ludwin, LLC
INCREASED116115+1+1%$7.0K$7.3K+$3102026-10-29
JFS Wealth Advisors, LLC
UNCHANGED11511500%$7.0K$7.3K+$2742026-11-03
Hanson & Doremus Investment Management
UNCHANGED10510500%$6$7+$12026-10-16
Blue Trust, Inc.
UNCHANGED757500%$4.6K$4.8K+$1792026-10-15
Signature Resources Capital Management, LLC
UNCHANGED757500%$4.6K$4.8K+$1792026-10-16
Cullen T Bankers, Inc.
UNCHANGED707000%$4.3K$4.4K+$1722026-10-28
Wagner Wealth Management, LLC
UNCHANGED676700%$4.1K$4.2K+$1592026-10-21
Valley National Advisers Inc
UNCHANGED656500%$4.0K$4.1K+$1552026-10-23
Gables Capital Management Inc.
NEW60—+60——$3.8K—2026-11-04
Central Trust Co
NEW52—+52——$3.3K—2026-11-05
GK Wealth Management LLC
NEW51—+51——$3.2K—2026-10-09
Gamma Investing LLC
UNCHANGED505000%$3.1K$3.2K+$1192026-10-08
Tsfg, LLC
DECREASED437,062-7,019-99%$432.0K$3-$432.0K2026-10-23
Weaver Capital Management LLC
DECREASED1638-22-58%$2.1K$1.0K-$1.1K2026-10-15
Toth Financial Advisory Corp
UNCHANGED111100%$674$700+$262026-10-08
First Command Advisory Services, Inc.
UNCHANGED6600%$367$382+$152026-11-05
Compass Financial Management LLC
UNCHANGED2200%$125$130+$52026-10-30
Seros Financial, LLC
CLOSED0176,305-176,305-100%$10.8M$0-$10.8M2026-10-21
Atria Investments, Inc
CLOSED093,174-93,174-100%$5.7M$0-$5.7M2026-10-15
Del-Sette Capital Management, LLC
CLOSED037,302-37,302-100%$2.3M$0-$2.3M2026-10-23
Snider Financial Group
CLOSED022,602-22,602-100%$1.4M$0-$1.4M2026-10-16
Blue Capital, Inc.
CLOSED020,487-20,487-100%$1.3M$0-$1.3M2026-10-13
Coastline Trust Co
CLOSED015,406-15,406-100%$943.3K$0-$943.3K2026-10-01
Synergy Asset Management, LLC
CLOSED06,168-6,168-100%$377.7K$0-$377.7K2026-11-05
Embree Financial Group
CLOSED05,044-5,044-100%$308.9K$0-$308.9K2026-10-22
Professional Financial Advisors, LLC
CLOSED04,572-4,572-100%$279.9K$0-$279.9K2026-10-13
Future Financial Wealth Managment LLC
CLOSED04,307-4,307-100%$258.9K$0-$258.9K2026-10-15
FFG Retirement Advisors LLC
CLOSED03,722-3,722-100%$227.9K$0-$227.9K2026-10-20
Wespac Advisors, LLC
CLOSED03,461-3,461-100%$211.9K$0-$211.9K2026-10-26
Rhodes Investment Advisors Inc
CLOSED03,375-3,375-100%$206.7K$0-$206.7K2026-10-07
Wesbanco Bank Inc
CLOSED03,332-3,332-100%$204.0K$0-$204.0K2026-11-04
International Assets Investment Management, LLC
CLOSED01,585-1,585-100%$96.7K$0-$96.7K2026-11-02
MCF Advisors LLC
CLOSED01,055-1,055-100%$64.6K$0-$64.6K2026-10-28
Vermillion Wealth Management, Inc.
CLOSED0900-900-100%$55.1K$0-$55.1K2026-10-26
Cranbrook Wealth Management, LLC
CLOSED0635-635-100%$38.9K$0-$38.9K2026-10-28
Halbert Hargrove Global Advisors, LLC
CLOSED0520-520-100%$31.8K$0-$31.8K2026-10-16
Founders Capital Management
CLOSED0230-230-100%$14.1K$0-$14.1K2026-10-13
Tucker Asset Management LLC
CLOSED0173-173-100%$10.6K$0-$10.6K2026-10-29
Networth Advisors, LLC
CLOSED0116-116-100%$7.1K$0-$7.1K2026-11-03
Milestone Investment Advisors LLC
CLOSED091-91-100%$5.6K$0-$5.6K2026-11-05
Financial Network Wealth Advisors LLC
CLOSED057-57-100%$3.5K$0-$3.5K2026-10-28
Spectrum Wealth Advisory Group, LLC
CLOSED035-35-100%$2.2K$0-$2.2K2026-10-29
Cornerstone Planning Group LLC
CLOSED025-25-100%$1.5K$0-$1.5K2026-10-16
Valued Wealth Advisors LLC
CLOSED08-8-100%$490$0-$4902026-11-05
Prairie Wealth Advisors, Inc.
UNCHANGED000—$249.2K$259.3K+$10.0K2026-10-29
LPL Financial LLC
N/A—9,447,300-9,447,300-100%$578.5M———
JPMorgan Chase & Co
N/A—7,169,840-7,169,840-100%$433.6M———
Morgan Stanley
N/A—6,378,648-6,378,648-100%$390.6M———
Wells Fargo & Company
N/A—3,445,571-3,445,571-100%$211.0M———
Bank of America Corp
N/A—3,095,951-3,095,951-100%$189.6M———
Raymond James Financial Inc
N/A—2,774,385-2,774,385-100%$169.9M———
Osaic Holdings, Inc.
N/A—2,378,244-2,378,244-100%$145.6M———
Johnson Financial Group, Inc.
N/A—2,255,508-2,255,508-100%$138.1M———
Royal Bank of Canada
N/A—1,921,389-1,921,389-100%$117.6M———
Ameriprise Financial Inc
N/A—1,689,089-1,689,089-100%$103.4M———
UBS Group AG
N/A—1,300,255-1,300,255-100%$79.6M———
HighTower Advisors, LLC
N/A—1,195,204-1,195,204-100%$73.2M———
Stifel Financial Corp
N/A—1,122,247-1,122,247-100%$68.7M———
Bogart Wealth, LLC
N/A—1,120,730-1,120,730-100%$68.6M———
Envestnet Asset Management Inc
N/A—1,074,733-1,074,733-100%$65.8M———
Invesco Ltd.
N/A—931,939-931,939-100%$57.1M———
MML Investors Services, LLC
N/A—887,762-887,762-100%$54.4M———
Clearstead Advisors, LLC
N/A—865,654-865,654-100%$53.0M———
Jones Financial Companies Lllp
N/A—837,467-837,467-100%$49.7M———
Cetera Investment Advisers
N/A—746,104-746,104-100%$45.7M———
One Capital Management, LLC
N/A—704,917-704,917-100%$38.5M———
Private Advisor Group, LLC
N/A—664,341-664,341-100%$40.7M———
Cedar Wealth Management, LLC
N/A—588,062-588,062-100%$36.0M———
United Capital Financial Advisors, LLC
N/A—575,169-575,169-100%$35.2M———
Stratos Wealth Partners, Ltd.
N/A—449,071-449,071-100%$27.5M———
Global Retirement Partners, LLC
N/A—412,914-412,914-100%$25.3M———
Core Wealth Advisors, Inc.
N/A—402,306-402,306-100%$24.6M———
Goldman Sachs Group Inc
N/A—374,672-374,672-100%$22.9M———
EP Wealth Advisors, LLC
N/A—343,570-343,570-100%$21.0M———
Brown Advisory Inc
N/A—342,322-342,322-100%$21.0M———
Tulsa Wealth Advisors, Inc
N/A—326,731-326,731-100%$20.0M———
Equitable Holdings, Inc.
N/A—318,702-318,702-100%$19.5M———
Northwestern Mutual Wealth Management Co
N/A—289,297-289,297-100%$17.7M———
Gladstone Institutional Advisory LLC
N/A—276,809-276,809-100%$16.9M———
Fiduciary Financial Advisors
N/A—275,854-275,854-100%$16.9M———
Qube Research & Technologies Ltd
N/A—272,205-272,205-100%$16.7M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—268,713-268,713-100%$16.5M———
OneDigital Investment Advisors LLC
N/A—239,838-239,838-100%$14.7M———
Integrated Wealth Concepts LLC
N/A—228,152-228,152-100%$14.0M———
Thoroughbred Financial Services, LLC
N/A—221,021-221,021-100%$13.5M———
Centaurus Financial, Inc.
N/A—210,983-210,983-100%$12.9M———
Estate Planners Group, LLC
N/A—208,582-208,582-100%$12.8M———
NewEdge Advisors, LLC
N/A—200,437-200,437-100%$12.3M———
Mercer Global Advisors Inc
N/A—198,614-198,614-100%$12.2M———
Summit Financial, LLC
N/A—181,462-181,462-100%$11.1M———
Vision Retirement, LLC
N/A—174,996-174,996-100%$10.7M———
World Investment Advisors
N/A—164,372-164,372-100%$9.0M———
D. E. Shaw & Co., Inc.
N/A—155,798-155,798-100%$9.5M———
Bank of Montreal
N/A—152,001-152,001-100%$9.3M———
Johnson Investment Counsel Inc
N/A—148,018-148,018-100%$9.1M———
Ameritas Advisory Services, LLC
N/A—147,911-147,911-100%$9.1M———
Rockefeller Capital Management L.P.
N/A—140,926-140,926-100%$8.6M———
Stratos Wealth Advisors, LLC
N/A—134,237-134,237-100%$8.2M———
PMG Wealth Management, Inc.
N/A—125,829-125,829-100%$7.7M———
Snowden Capital Advisors LLC
N/A—121,540-121,540-100%$7.4M———
Janney Montgomery Scott LLC
N/A—112,646-112,646-100%$6.9M———
Sanctuary Advisors, LLC
N/A—112,349-112,349-100%$6.9M———
Federation des caisses Desjardins du Quebec
N/A—110,063-110,063-100%$6.7M———
Baird Financial Group, Inc.
N/A—109,818-109,818-100%$6.7M———
Gotham Asset Management, LLC
N/A—105,818-105,818-100%$6.5M———
Savvy Advisors, Inc.
N/A—98,864-98,864-100%$6.1M———
Aspire Capital Advisors LLC
N/A—94,434-94,434-100%$5.8M———
Bawa N Mallick Trust
N/A—90,000-90,000-100%$5.5M———
Leavell Investment Management, Inc.
N/A—88,334-88,334-100%$5.4M———
Mutual Advisors, LLC
N/A—87,793-87,793-100%$5.4M———
Steward Partners Investment Advisory, LLC
N/A—87,376-87,376-100%$5.4M———
Great Valley Advisor Group, Inc.
N/A—84,361-84,361-100%$5.2M———
AE Wealth Management LLC
N/A—83,108-83,108-100%$5.1M———
GTS Securities LLC
N/A—82,727-82,727-100%$5.1M———
Tower Research Capital LLC (TRC)
N/A—80,790-80,790-100%$4.9M———
Pinnacle Family Advisors, LLC
N/A—80,545-80,545-100%$4.9M———
Ackerman Asset Management, LLC
N/A—78,951-78,951-100%$4.8M———
TRB Wealth Management, LLC
N/A—74,327-74,327-100%$4.6M———
IFG Advisory, LLC
N/A—73,133-73,133-100%$4.5M———
Laraway Financial Advisors Inc
N/A—71,054-71,054-100%$4.4M———
&partners
N/A—67,698-67,698-100%$4.1M———
Truvestments Capital LLC
N/A—66,721-66,721-100%$4.1M———
Transcend Capital Advisors, LLC
N/A—66,556-66,556-100%$4.1M———
Focus Partners Wealth
N/A—66,473-66,473-100%$4.1M———
FMR LLC
N/A—62,294-62,294-100%$3.8M———
Centennial Bank
N/A—61,900-61,900-100%$3.8M———
Dana Investment Advisors, Inc.
N/A—61,030-61,030-100%$3.7M———
Principal Securities, Inc.
N/A—60,757-60,757-100%$3.7M———
Gallagher Fiduciary Advisors, LLC
N/A—59,854-59,854-100%$3.7M———
Western Wealth Management, LLC
N/A—55,099-55,099-100%$3.4M———
HighPoint Advisor Group LLC
N/A—53,999-53,999-100%$3.3M———
Renaissance Technologies LLC
N/A—53,300-53,300-100%$3.3M———
Vestmark Advisory Solutions, Inc.
N/A—51,875-51,875-100%$3.2M———
PCG Wealth Advisors, LLC
N/A—47,241-47,241-100%$2.9M———
Calton & Associates, Inc.
N/A—46,877-46,877-100%$2.9M———
Institute for Wealth Management, Llc.
N/A—46,216-46,216-100%$2.8M———
LaSalle St. Investment Advisors, LLC
N/A—45,433-45,433-100%$2.8M———
Blair William & Co
N/A—45,063-45,063-100%$2.8M———
Cerity Partners LLC
N/A—41,661-41,661-100%$2.6M———
Fisher Asset Management, LLC
N/A—39,301-39,301-100%$2.4M———
Captrust Financial Advisors
N/A—38,266-38,266-100%$2.3M———
Copia Wealth Management
N/A—36,210-36,210-100%$2.2M———
BlackRock, Inc.
N/A—35,688-35,688-100%$2.2M———
Fortis Group Advisors, LLC
N/A—34,900-34,900-100%$2.1M———
Wealthspire Retirement, LLC
N/A—34,360-34,360-100%$2.1M———
Oxford Wealth Group, LLC
N/A—33,955-33,955-100%$2.1M———
Goodwin Investment Advisory
N/A—33,660-33,660-100%$2.1M———
Mariner, LLC
N/A—32,337-32,337-100%$2.0M———
Ethos Financial Group, LLC
N/A—31,754-31,754-100%$1.9M———
Magnolia Capital Advisors LLC
N/A—31,134-31,134-100%$1.9M———
Stonebrook Private Inc.
N/A—30,133-30,133-100%$1.8M———
Aptus Capital Advisors, LLC
N/A—29,164-29,164-100%$1.8M———
Lansing Street Advisors
N/A—28,722-28,722-100%$1.8M———
Sequoia Financial Advisors, LLC
N/A—28,231-28,231-100%$1.7M———
Susquehanna International Group, LLP
N/A—26,955-26,955-100%$1.7M———
Arax Advisory Partners
N/A—26,480-26,480-100%$1.6M———
AQR Capital Management LLC
N/A—26,274-26,274-100%$1.6M———
Gateway Wealth Partners, LLC
N/A—26,022-26,022-100%$1.6M———
Sequent Planning LLC
N/A—25,741-25,741-100%$1.6M———
Allworth Financial LP
N/A—25,070-25,070-100%$1.5M———
Focus Partners Advisor Solutions, LLC
N/A—24,815-24,815-100%$1.5M———
Pinnacle Financial Partners, Inc.
N/A—23,988-23,988-100%$1.5M———
Two Sigma Securities, LLC
N/A—23,516-23,516-100%$1.4M———
Cambria Investment Management, L.P.
N/A—22,900-22,900-100%$1.4M———
Empowered Funds, LLC
N/A—22,900-22,900-100%$1.4M———
Advisory Services Network, LLC
N/A—22,829-22,829-100%$1.4M———
Merit Financial Group, LLC
N/A—22,766-22,766-100%$1.4M———
Jump Financial, LLC
N/A—22,697-22,697-100%$1.4M———
Quantinno Capital Management LP
N/A—21,694-21,694-100%$1.3M———
Hilltop Holdings Inc.
N/A—21,537-21,537-100%$1.3M———
Beacon Pointe Advisors, LLC
N/A—20,798-20,798-100%$1.3M———
CCG Wealth Management, LLC
N/A—18,540-18,540-100%$1.1M———
HRT Financial LP
N/A—18,117-18,117-100%$1.1M———
Mayflower Financial Advisors, LLC
N/A—17,466-17,466-100%$1.1M———
Citadel Advisors LLC
N/A—17,357-17,357-100%$1.1M———
AlTi Global, Inc.
N/A—16,996-16,996-100%$1.0M———
Kingsview Wealth Management, LLC
N/A—16,786-16,786-100%$1.0M———
Foundations Investment Advisors, LLC
N/A—16,658-16,658-100%$1.0M———
Seneca House Advisors
N/A—16,328-16,328-100%$999.7K———
Jane Street Group, LLC
N/A—15,731-15,731-100%$963.2K———
Baker Avenue Asset Management, LP
N/A—15,022-15,022-100%$919.8K———
J. M. Brown & Associates Inc.
N/A—13,481-13,481-100%$825.4K———
Vertex Planning Partners, LLC
N/A—12,874-12,874-100%$788.3K———
Avant Capital LLC
N/A—12,686-12,686-100%$776.8K———
Orion Porfolio Solutions, LLC
N/A—12,590-12,590-100%$770.9K———
Modern Wealth Management, LLC
N/A—12,560-12,560-100%$769.0K———
Natixis Advisors, LLC
N/A—12,276-12,276-100%$751.0K———
BFC Planning, Inc.
N/A—11,761-11,761-100%$720.2K———
Benjamin Edwards Inc
N/A—11,745-11,745-100%$719.3K———
Kane Investment Management, Inc.
N/A—11,639-11,639-100%$712.7K———
WCG Wealth Advisors LLC
N/A—11,591-11,591-100%$709.7K———
Florida Financial Advisors, LLC
N/A—11,496-11,496-100%$703.9K———
Waverly Advisors, LLC
N/A—11,419-11,419-100%$699.2K———
LEE Johnson Capital Management, LLC
N/A—11,253-11,253-100%$689.0K———
Ausdal Financial Partners, Inc.
N/A—11,120-11,120-100%$680.9K———
Maridea Wealth Management LLC
N/A—10,866-10,866-100%$665.3K———
Keystone Financial Group
N/A—10,760-10,760-100%$658.8K———
Insigneo Advisory Services, LLC
N/A—10,575-10,575-100%$647.5K———
Founders Financial Alliance, LLC
N/A—10,255-10,255-100%$627.9K———
Smith, Moore & Co.
N/A—10,245-10,245-100%$627.3K———
Retirement Planning Group, LLC / NY
N/A—9,819-9,819-100%$601.2K———
Harbour Investments, Inc.
N/A—9,605-9,605-100%$588.1K———
Savant Capital, LLC
N/A—9,539-9,539-100%$584.6K———
Rollins Financial Advisors, LLC
N/A—9,507-9,507-100%$582.1K———
Garden State Investment Advisory Services LLC
N/A—9,421-9,421-100%$576.8K———
Money Concepts Capital Corp
N/A—8,772-8,772-100%$537.1K———
MainStreet Investment Advisors LLC
N/A—8,565-8,565-100%$524.4K———
O'shaughnessy Asset Management, LLC
N/A—8,379-8,379-100%$513.0K———
PNC Financial Services Group, Inc.
N/A—8,000-8,000-100%$489.8K———
Kickstand Ventures, Llc.
N/A—7,460-7,460-100%$456.8K———
Geneos Wealth Management Inc.
N/A—7,262-7,262-100%$444.7K———
Nuveen, LLC
N/A—6,806-6,806-100%$416.7K———
Headlands Technologies LLC
N/A—6,541-6,541-100%$400.5K———
Runnymede Capital Advisors, Inc.
N/A—6,504-6,504-100%$398.2K———
Empower Advisory Group, LLC
N/A—6,392-6,392-100%$391.4K———
CreativeOne Wealth, LLC
N/A—6,294-6,294-100%$385.4K———
Impact Partnership Wealth, LLC
N/A—6,154-6,154-100%$376.8K———
Carr Financial Group Corp
N/A—5,978-5,978-100%$366.0K———
WealthTrak Capital Management LLC
N/A—5,825-5,825-100%$356.7K———
IHT Wealth Management, LLC
N/A—5,770-5,770-100%$353.3K———
Neuberger Berman Group LLC
N/A—5,581-5,581-100%$341.7K———
Bedel Financial Consulting, Inc.
N/A—5,564-5,564-100%$340.7K———
Main Street Financial Solutions, LLC
N/A—5,509-5,509-100%$337.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—5,505-5,505-100%$337.1K———
Jackson Wealth Management, LLC
N/A—5,503-5,503-100%$337.0K———
Migdal Insurance & Financial Holdings Ltd.
N/A—5,443-5,443-100%$296.9K———
Goepper Burkhardt LLC
N/A—5,420-5,420-100%$331.9K———
One Wealth Advisors, LLC
N/A—5,373-5,373-100%$329.0K———
Novak & Powell Financial Services, Inc.
N/A—5,353-5,353-100%$327.8K———
Daviman Financial, LLC
N/A—5,310-5,310-100%$325.1K———
CIBC Bancorp USA Inc.
N/A—5,237-5,237-100%$320.6K———
Gentry Private Wealth, LLC
N/A—5,230-5,230-100%$320.2K———
Pathstone Holdings, LLC
N/A—5,170-5,170-100%$316.6K———
Two Sigma Investments, LP
N/A—5,150-5,150-100%$315.3K———
Waddell & Associates, LLC
N/A—5,085-5,085-100%$311.4K———
Somerset Group LLC
N/A—5,000-5,000-100%$309.9K———
Kelman-Lazarov, Inc.
N/A—4,825-4,825-100%$295.4K———
Medallion Wealth Advisors, LLC
N/A—4,591-4,591-100%$281.1K———
Coldstream Capital Management Inc
N/A—4,534-4,534-100%$277.6K———
Game Plan Financial Advisors, LLC
N/A—4,265-4,265-100%$261.1K———
Level Four Advisory Services, LLC
N/A—4,193-4,193-100%$256.7K———
Pacific SUN Financial Corp
N/A—4,077-4,077-100%$249.6K———
NorthRock Partners, LLC
N/A—3,995-3,995-100%$244.6K———
Viawealth, LLC
N/A—3,981-3,981-100%$243.8K———
Strategic Financial Concepts, LLC
N/A—3,981-3,981-100%$246.8K———
Granite Harbor Advisors, Inc.
N/A—3,870-3,870-100%$236.9K———
Essex Financial Services, Inc.
N/A—3,849-3,849-100%$235.7K———
Steffes Financial, Ltd.
N/A—3,825-3,825-100%$234.2K———
Centric Wealth Management
N/A—3,780-3,780-100%$230.9K———
Perennial Investment Advisors, LLC
N/A—3,757-3,757-100%$230.1K———
Freestone Capital Holdings, LLC
N/A—3,735-3,735-100%$228.7K———
Werba Rubin Papier Wealth Management
N/A—3,695-3,695-100%$226.2K———
Compass Capital Corp
N/A—3,634-3,634-100%$229.5K———
QRG Capital Management, Inc.
N/A—3,485-3,485-100%$213.4K———
Belpointe Asset Management LLC
N/A—3,457-3,457-100%$211.7K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—3,442-3,442-100%$210.8K———
Thompson David Blair
N/A—3,331-3,331-100%$204.0K———
Peak Planning Group, LLC
N/A—3,309-3,309-100%$202.6K———
Northern Trust Corp
N/A—3,302-3,302-100%$202.2K———
National Bank of Canada
N/A—3,300-3,300-100%$202.0K———
IAM Advisory, LLC
N/A—3,268-3,268-100%$200.1K———
Vanguard National Trust Co
N/A—3,190-3,190-100%$195.3K———
Franklin Resources Inc
N/A—2,500-2,500-100%$153.1K———
Continuum Advisory, LLC
N/A—2,374-2,374-100%$145.4K———
Quantbot Technologies LP
N/A—2,255-2,255-100%$138.1K———
Crews Bank & Trust
N/A—1,750-1,750-100%$107.2K———
Strategic Wealth Partners, Ltd.
N/A—1,567-1,567-100%$95.9K———
Glenmede Trust Co NA
N/A—1,498-1,498-100%$91.7K———
Quent Capital, LLC
N/A—1,400-1,400-100%$85.7K———
Mpwm Advisory Solutions, LLC
N/A—1,305-1,305-100%$79.9K———
Smartleaf Asset Management LLC
N/A—1,255-1,255-100%$75.9K———
Rothschild Investment LLC
N/A—1,240-1,240-100%$75.9K———
Caitlin John, LLC
N/A—1,217-1,217-100%$74.5K———
Ancora Advisors LLCA
N/A—1,178-1,178-100%$72.1K———
Luminist Capital LLC
N/A—1,095-1,095-100%$67.0K———
Horizon Investments, LLC
N/A—985-985-100%$60.3K———
Financial Gravity Companies, Inc.
N/A—816-816-100%$50.0K———
Russell Investments Group, Ltd.
N/A—794-794-100%$48.6K———
LGT Financial Advisors LLC
N/A—678-678-100%$41.5K———
UBS Asset Management Americas LLC
N/A—654-654-100%$40.0K———
Millstone Evans Group, LLC
N/A—636-636-100%$38.9K———
Vanguard Advisers Inc
N/A—602-602-100%$36.8K———
SouthState Bank Corp
N/A—600-600-100%$36.7K———
Measured Wealth Private Client Group, LLC
N/A—329-329-100%$20.1K———
Fourth Dimension Wealth, LLC
N/A—200-200-100%$12.2K———
Brown Brothers Harriman & Co
N/A—166-166-100%$10.2K———
Nalls Sherbakoff Group, LLC
N/A—150-150-100%$9.2K———
Godfrey Financial Associates, Inc.
N/A—144-144-100%$8.8K———
Hantz Financial Services, Inc.
N/A—103-103-100%$6———
Swan Capital LLC
N/A—86-86-100%$5.2K———
Cornerstone Financial Management LLC
N/A—72-72-100%$4.4K———
Keating Financial Advisory Services, Inc.
N/A—60-60-100%$3.7K———
CVA Family Office, LLC
N/A—45-45-100%$2.8K———
Allied Private Wealth LLC
N/A—40-40-100%$2.5K———
Tidemark, LLC
N/A—27-27-100%$1.6K———
Kerr Financial Planning Corp
N/A—26-26-100%$1.6K———
Atlantic Union Bankshares Corp
N/A—5-5-100%$306———
BNP Paribas Financial Markets
N/A—1-1-100%$61———
Showing 619 of 619 institutions