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Invesco S&P 500 Quality ETF (SPHQ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares7,724,643 from 7,364,726
Change+359,917 (+5%)
Value$649.5M (-$14.1M)
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares6,273,230 from 5,948,776
Change+324,454 (+5%)
Value$534.8M (+$12.2M)
Filed 2026-10-13
Vantagepoint Investment Advisers LLC
DECREASED
Shares3,203,395 from 3,438,541
Change-235,146 (-7%)
Value$269.3M (-$40.5M)
Filed 2026-10-26
Bank of New York Mellon Corp
INCREASED
Shares2,025,966 from 1,971,842
Change+54,124 (+3%)
Value$170.3M (-$7.3M)
Filed 2026-11-05
Commonwealth Equity Services, LLC
INCREASED
Shares1,099,973 from 1,081,551
Change+18,422 (+2%)
Value$92.5M (-$5.0M)
Filed 2026-11-02
Independence Asset Advisors, LLC
INCREASED
Shares986,930 from 982,557
Change+4,373 (+0%)
Value$83.0M (-$5.5M)
Filed 2026-10-23
Kestra Advisory Services, LLC
INCREASED
Shares899,891 from 415,333
Change+484,558 (+117%)
Value$75.7M (+$38.2M)
Filed 2026-11-02
Demars Financial Group, LLC
INCREASED
Shares776,231 from 733,638
Change+42,593 (+6%)
Value$65.3M (-$835.3K)
Filed 2026-10-22
Compass Ion Advisors, LLC
INCREASED
Shares774,286 from 762,357
Change+11,929 (+2%)
Value$65.1M (-$3.6M)
Filed 2026-10-23
Evensky & Katz LLC
DECREASED
Shares764,289 from 765,065
Change-776 (0%)
Value$64.3M (-$4.7M)
Filed 2026-10-27
Paragon Capital Management Ltd
DECREASED
Shares693,911 from 698,569
Change-4,658 (-1%)
Value$58.3M (-$4.6M)
Filed 2026-10-09
First Command Advisory Services, Inc.
DECREASED
Shares679,545 from 1,146,360
Change-466,815 (-41%)
Value$57.1M (-$46.1M)
Filed 2026-11-05
SAX Wealth Advisors, LLC
INCREASED
Shares663,646 from 542,051
Change+121,595 (+22%)
Value$55.8M (+$15.0M)
Filed 2026-10-13
Jnba Financial Advisors
INCREASED
Shares526,219 from 196,648
Change+329,571 (+168%)
Value$44.2M (+$26.5M)
Filed 2026-11-03
Milestone Investment Advisors LLC
DECREASED
Shares523,871 from 533,994
Change-10,123 (-2%)
Value$44.0M (-$4.1M)
Filed 2026-11-05
Union Savings Bank
INCREASED
Shares494,027 from 491,653
Change+2,374 (+0%)
Value$41.5M (-$2.8M)
Filed 2026-10-14
Wealth Management Resources, Inc.
INCREASED
Shares490,734 from 478,990
Change+11,744 (+2%)
Value$41.3M (-$1.9M)
Filed 2026-10-21
Alpine Bank Wealth Management
INCREASED
Shares478,017 from 466,176
Change+11,841 (+3%)
Value$40.2M (-$1.8M)
Filed 2026-10-16
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares404,480 from 422,624
Change-18,144 (-4%)
Value$34.0M (-$4.1M)
Filed 2026-10-07
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares395,713 from 435,886
Change-40,173 (-9%)
Value$33.3M (-$6.0M)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares391,453 from 467,672
Change-76,219 (-16%)
Value$32.9M (-$9.2M)
Filed 2026-10-30
Ballast, Inc.
INCREASED
Shares388,010 from 368,869
Change+19,141 (+5%)
Value$32.6M (-$611.2K)
Filed 2026-10-20
Evergreen Capital Management LLC
INCREASED
Shares358,209 from 353,193
Change+5,016 (+1%)
Value$30.1M (-$1.7M)
Filed 2026-10-23
Orgel Wealth Management, LLC
DECREASED
Shares345,076 from 395,689
Change-50,613 (-13%)
Value$29.0M (-$6.6M)
Filed 2026-10-14
Fifth Third Bancorp
DECREASED
Shares326,577 from 386,618
Change-60,041 (-16%)
Value$27.5M (-$7.4M)
Filed 2026-11-05
Clearview Wealth Management LLC
DECREASED
Shares297,474 from 402,989
Change-105,515 (-26%)
Value$25.4M (-$10.9M)
Filed 2026-10-16
Summit Wealth Group LLC / Co
DECREASED
Shares271,946 from 305,169
Change-33,223 (-11%)
Value$22.9M (-$4.6M)
Filed 2026-10-29
Redhawk Wealth Advisors, Inc.
INCREASED
Shares263,103 from 253,355
Change+9,748 (+4%)
Value$22.1M (-$705.6K)
Filed 2026-10-14
Creative Financial Designs Inc
INCREASED
Shares239,398 from 218,789
Change+20,609 (+9%)
Value$20.1M (+$415.6K)
Filed 2026-11-04
Thrivent Financial for Lutherans
DECREASED
Shares235,630 from 387,541
Change-151,911 (-39%)
Value$19.9M (-$15.0M)
Filed 2026-11-05
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares234,840 from 242,025
Change-7,185 (-3%)
Value$19.7M (-$2.1M)
Filed 2026-10-09
Focus Financial Network, Inc.
INCREASED
Shares225,172 from 217,531
Change+7,641 (+4%)
Value$18.9M (-$667.2K)
Filed 2026-10-14
Burns Matteson Capital Management, LLC
INCREASED
Shares224,909 from 219,926
Change+4,983 (+2%)
Value$18.9M (-$905.0K)
Filed 2026-10-16
Farther Finance Advisors, LLC
INCREASED
Shares223,724 from 148,265
Change+75,459 (+51%)
Value$18.8M (+$5.5M)
Filed 2026-10-08
Stackstone Wealth, LLC
NEW
Shares222,226
Change+222,226
Value$18.7M
Filed 2026-10-19
Crusonia Wealth Advisors LLC
INCREASED
Shares218,437 from 208,288
Change+10,149 (+5%)
Value$18.4M (-$400.5K)
Filed 2026-10-26
Vestor Capital, LLC
INCREASED
Shares208,838 from 56,204
Change+152,634 (+272%)
Value$9.6K (-$832)
Filed 2026-11-04
Davidson Capital Management Inc.
DECREASED
Shares204,842 from 205,685
Change-843 (0%)
Value$17.2M (-$1.3M)
Filed 2026-10-15
Lido Advisors, LLC
INCREASED
Shares203,968 from 179,395
Change+24,573 (+14%)
Value$17.1M (+$986.2K)
Filed 2026-11-04
Cresta Advisors, Ltd.
DECREASED
Shares198,193 from 241,946
Change-43,753 (-18%)
Value$16.7M (-$5.1M)
Filed 2026-10-14
RFG Advisory, LLC
INCREASED
Shares194,920 from 178,931
Change+15,989 (+9%)
Value$16.4M (+$267.2K)
Filed 2026-11-03
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares194,563 from 192,698
Change+1,865 (+1%)
Value$16.6M (-$783.4K)
Filed 2026-10-20
Keybank National Association
INCREASED
Shares192,729 from 173,436
Change+19,293 (+11%)
Value$16.2M (+$578.1K)
Filed 2026-11-04
Sterling Group Wealth Management, LLC
DECREASED
Shares191,780 from 193,281
Change-1,501 (-1%)
Value$16.1M (-$1.3M)
Filed 2026-11-03
Hoese & Co LLP
DECREASED
Shares163,108 from 164,782
Change-1,674 (-1%)
Value$13.7M (-$1.1M)
Filed 2026-10-21
Sage Mountain Advisors LLC
DECREASED
Shares156,392 from 160,030
Change-3,638 (-2%)
Value$13.1M (-$1.3M)
Filed 2026-11-02
Symphony Financial, Ltd. Co.
INCREASED
Shares155,654 from 153,926
Change+1,728 (+1%)
Value$13.2M (-$497.4K)
Filed 2026-10-22
Cornerstone Wealth Management, LLC
INCREASED
Shares150,892 from 148,333
Change+2,559 (+2%)
Value$12.7M (-$677.8K)
Filed 2026-11-04
Sierra Ocean, LLC
DECREASED
Shares150,491 from 220,001
Change-69,510 (-32%)
Value$12.7M (-$7.2M)
Filed 2026-11-03
Compass Financial Group, Inc. (Ohio)
INCREASED
Shares149,694 from 122,757
Change+26,937 (+22%)
Value$12.6M (+$1.5M)
Filed 2026-10-19
Lynx Investment Advisory
INCREASED
Shares148,608 from 140,854
Change+7,754 (+6%)
Value$12.5M (-$196.0K)
Filed 2026-10-27
Concurrent Investment Advisors, LLC
INCREASED
Shares145,484 from 117,960
Change+27,524 (+23%)
Value$12.2M (+$1.6M)
Filed 2026-10-16
Integrity Investment Advisors, LLC
INCREASED
Shares144,968 from 135,497
Change+9,471 (+7%)
Value$12.2M (-$19.4K)
Filed 2026-11-03
Citigroup Inc
INCREASED
Shares136,697 from 122,355
Change+14,342 (+12%)
Value$11.5M (+$469.3K)
Filed 2026-11-04
Schwallier Wealth Management LLC
DECREASED
Shares135,856 from 166,099
Change-30,243 (-18%)
Value$11.4M (-$3.5M)
Filed 2026-11-05
Cedar Mountain Advisors, LLC
DECREASED
Shares133,741 from 141,770
Change-8,029 (-6%)
Value$11.2M (-$1.5M)
Filed 2026-10-15
Concord Wealth Partners
INCREASED
Shares130,428 from 127,686
Change+2,742 (+2%)
Value$11.0M (-$538.1K)
Filed 2026-11-02
Owl Creek Wealth Partners LLC
INCREASED
Shares129,963 from 129,537
Change+426 (+0%)
Value$10.9M (-$744.0K)
Filed 2026-10-20
Santori & Peters, Inc.
INCREASED
Shares129,422 from 121,746
Change+7,676 (+6%)
Value$10.9M (-$87.5K)
Filed 2026-10-26
Creative Planning
INCREASED
Shares129,156 from 123,801
Change+5,355 (+4%)
Value$10.9M (-$295.0K)
Filed 2026-11-02
Certified Advisory Corp
INCREASED
Shares128,080 from 124,635
Change+3,445 (+3%)
Value$10.8M (-$460.7K)
Filed 2026-10-29
Artesa Financial Group, LLC
INCREASED
Shares122,673 from 117,849
Change+4,824 (+4%)
Value$10.3M (-$303.9K)
Filed 2026-10-29
Endowment Wealth Management, Inc.
INCREASED
Shares117,890 from 106,985
Change+10,905 (+10%)
Value$9.9M (+$272.9K)
Filed 2026-11-03
Elevation Capital Advisory, LLC
DECREASED
Shares116,387 from 117,218
Change-831 (-1%)
Value$9.8M (-$775.5K)
Filed 2026-10-29
Legacy Private Trust Co.
DECREASED
Shares115,644 from 118,348
Change-2,704 (-2%)
Value$9.7M (-$939.8K)
Filed 2026-10-06
Family Capital Management, Inc.
INCREASED
Shares114,603 from 110,110
Change+4,493 (+4%)
Value$9.6M (-$285.1K)
Filed 2026-11-03
Vaquero Private Wealth, LTD
DECREASED
Shares111,932 from 123,228
Change-11,296 (-9%)
Value$9.4M (-$1.7M)
Filed 2026-10-27
Trilogy Capital Inc.
INCREASED
Shares109,486 from 106,343
Change+3,143 (+3%)
Value$9.2M (-$375.9K)
Filed 2026-10-20
Asset Allocation Strategies LLC
INCREASED
Shares106,446 from 100,441
Change+6,005 (+6%)
Value$8.9M (-$99.8K)
Filed 2026-10-20
Keystone Global Partners, LLC
NEW
Shares106,321
Change+106,321
Value$8.9M
Filed 2026-10-13
Flagship Private Wealth, LLC
INCREASED
Shares106,004 from 103,895
Change+2,109 (+2%)
Value$8.9M (-$448.1K)
Filed 2026-11-05
Eagle Strategies LLC
INCREASED
Shares105,476 from 101,803
Change+3,673 (+4%)
Value$8.9M (-$304.0K)
Filed 2026-10-16
GLR Partners, LLC
INCREASED
Shares105,473 from 94,636
Change+10,837 (+11%)
Value$8.9M (+$341.5K)
Filed 2026-11-04
Park Avenue Securities LLC
DECREASED
Shares103,872 from 340,277
Change-236,405 (-69%)
Value$8.7M (-$21.9M)
Filed 2026-10-26
Fidelity D & D Bancorp Inc
INCREASED
Shares103,796 from 99,028
Change+4,768 (+5%)
Value$8.7M (-$195.3K)
Filed 2026-11-05
Henshaw Capital LLC
UNCHANGED
Shares100,000 from 100,000
Change0 (0%)
Value$8.4M (-$602.0K)
Filed 2026-11-03
Performa Ltd (US), LLC
DECREASED
Shares95,839 from 96,887
Change-1,048 (-1%)
Value$8.1M (-$671.3K)
Filed 2026-11-05
Dynamic Wealth Strategies, LLC
DECREASED
Shares92,960 from 93,951
Change-991 (-1%)
Value$7.8M (-$648.9K)
Filed 2026-10-16
Vigilare Wealth Management
DECREASED
Shares91,542 from 195,028
Change-103,486 (-53%)
Value$7.7M (-$9.9M)
Filed 2026-10-29
MGO One Seven LLC
INCREASED
Shares90,329 from 88,376
Change+1,953 (+2%)
Value$7.6M (-$367.8K)
Filed 2026-10-28
United Community Bank
INCREASED
Shares89,720 from 76,985
Change+12,735 (+17%)
Value$7.5M (+$607.3K)
Filed 2026-10-28
Park Edge Advisors, LLC
DECREASED
Shares89,266 from 139,544
Change-50,278 (-36%)
Value$7.5M (-$5.1M)
Filed 2026-10-28
Northwest Financial Advisors
INCREASED
Shares86,719 from 86,604
Change+115 (+0%)
Value$7.3M (-$511.7K)
Filed 2026-10-27
Wingate Wealth Advisors, Inc.
INCREASED
Shares86,493 from 78,339
Change+8,154 (+10%)
Value$7.3M (+$214.0K)
Filed 2026-10-26
Beaumont Asset Management, L.L.C.
DECREASED
Shares84,205 from 84,339
Change-134 (0%)
Value$7.1M (-$519.0K)
Filed 2026-10-16
Kestra Private Wealth Services, LLC
INCREASED
Shares83,724 from 78,777
Change+4,947 (+6%)
Value$7.0M (-$58.3K)
Filed 2026-10-30
Weaver Consulting Group
INCREASED
Shares82,758 from 78,105
Change+4,653 (+6%)
Value$7.0M (-$79.0K)
Filed 2026-10-07
TSG Advice Partners, LLC
NEW
Shares82,050
Change+82,050
Value$7.4M
Filed 2026-10-29
First Security Investment Management, Inc.
DECREASED
Shares81,162 from 86,291
Change-5,129 (-6%)
Value$6.8M (-$950.7K)
Filed 2026-11-05
Well Done, LLC
DECREASED
Shares80,063 from 83,944
Change-3,881 (-5%)
Value$6.7M (-$831.7K)
Filed 2026-10-20
IFP Advisors, Inc
INCREASED
Shares79,487 from 54,424
Change+25,063 (+46%)
Value$6.7M (+$1.8M)
Filed 2026-10-16
Provenance Wealth Advisors, LLC
INCREASED
Shares76,882 from 63,568
Change+13,314 (+21%)
Value$6.5M (+$736.7K)
Filed 2026-10-30
Fiduciary Alliance LLC
INCREASED
Shares76,652 from 70,064
Change+6,588 (+9%)
Value$6.4M (+$132.2K)
Filed 2026-10-13
Berkeley, Inc
INCREASED
Shares76,520 from 75,790
Change+730 (+1%)
Value$6.4M (-$394.9K)
Filed 2026-10-20
KPP Advisory Services LLC
DECREASED
Shares75,098 from 79,574
Change-4,476 (-6%)
Value$6.3M (-$855.4K)
Filed 2026-10-26
Indivisible Partners
INCREASED
Shares72,058 from 69,889
Change+2,169 (+3%)
Value$6.1M (-$238.4K)
Filed 2026-10-26
Onyx Bridge Wealth Group LLC
INCREASED
Shares71,460 from 69,212
Change+2,248 (+3%)
Value$6.0M (-$227.7K)
Filed 2026-10-16
Flagship Harbor Advisors, LLC
INCREASED
Shares70,141 from 68,140
Change+2,001 (+3%)
Value$5.9M (-$242.0K)
Filed 2026-10-26
Family Investment Center, Inc.
DECREASED
Shares69,006 from 535,311
Change-466,305 (-87%)
Value$5.8M (-$42.4M)
Filed 2026-10-19
Vise Technologies, Inc.
INCREASED
Shares68,081 from 65,806
Change+2,275 (+3%)
Value$5.7M (-$204.9K)
Filed 2026-10-29
Nikulski Financial, Inc.
DECREASED
Shares66,110 from 73,792
Change-7,682 (-10%)
Value$5.6M (-$1.1M)
Filed 2026-11-06
Perryman Financial Advisory Inc
INCREASED
Shares66,017 from 63,686
Change+2,331 (+4%)
Value$5.6M (-$187.4K)
Filed 2026-10-16
Integrity Alliance, Llc.
DECREASED
Shares64,297 from 67,048
Change-2,751 (-4%)
Value$5.4M (-$634.9K)
Filed 2026-10-29
Lionshead Wealth Management, LLC
DECREASED
Shares63,498 from 69,332
Change-5,834 (-8%)
Value$5.3M (-$907.9K)
Filed 2026-10-21
Prota Financial, LLC
INCREASED
Shares63,061 from 57,724
Change+5,337 (+9%)
Value$5.4M (+$218.9K)
Filed 2026-10-08
Parallel Advisors, LLC
DECREASED
Shares62,258 from 62,463
Change-205 (0%)
Value$5.2M (-$393.4K)
Filed 2026-11-03
High Net Worth Advisory Group LLC
DECREASED
Shares59,760 from 61,134
Change-1,374 (-2%)
Value$5.0M (-$483.6K)
Filed 2026-10-26
Clear Creek Financial Management, LLC
INCREASED
Shares59,601 from 57,701
Change+1,900 (+3%)
Value$5.0M (-$187.6K)
Filed 2026-10-28
Dynamic Advisor Solutions LLC
INCREASED
Shares59,177 from 50,643
Change+8,534 (+17%)
Value$5.0M (+$412.6K)
Filed 2026-10-13
Montag A & Associates Inc
DECREASED
Shares58,907 from 60,299
Change-1,392 (-2%)
Value$5.0M (-$480.0K)
Filed 2026-10-29
Avior Wealth Management, LLC
DECREASED
Shares57,844 from 57,991
Change-147 (0%)
Value$4.9M (-$361.5K)
Filed 2026-10-13
Sigma Planning Corp
DECREASED
Shares57,533 from 86,420
Change-28,887 (-33%)
Value$4.8M (-$2.9M)
Filed 2026-10-23
Fortune Financial Group, Inc.
INCREASED
Shares54,420 from 52,427
Change+1,993 (+4%)
Value$4.6M (-$148.0K)
Filed 2026-10-22
Cerro Pacific Wealth Advisors LLC
INCREASED
Shares54,192 from 51,921
Change+2,271 (+4%)
Value$4.6M (-$121.6K)
Filed 2026-10-22
Capital Advisors, Ltd. LLC
INCREASED
Shares53,832 from 52,980
Change+852 (+2%)
Value$4.5M (+$4.5M)
Filed 2026-10-27
Kroeger Financial Partners
DECREASED
Shares53,401 from 54,984
Change-1,583 (-3%)
Value$4.5M (-$464.1K)
Filed 2026-10-19
XY Planning Network, Inc.
INCREASED
Shares53,007 from 48,694
Change+4,313 (+9%)
Value$4.5M (+$69.5K)
Filed 2026-10-14
Uptick Partners, LLC
INCREASED
Shares52,263 from 47,068
Change+5,195 (+11%)
Value$4.4M (+$153.4K)
Filed 2026-11-04
J.W. Cole Advisors, Inc.
DECREASED
Shares50,480 from 51,291
Change-811 (-2%)
Value$4.2M (-$377.0K)
Filed 2026-11-05
Topor & Co. Korea
INCREASED
Shares50,051 from 49,918
Change+133 (+0%)
Value$4.2M (-$289.3K)
Filed 2026-10-22
Prospera Financial Services Inc
INCREASED
Shares49,801 from 49,482
Change+319 (+1%)
Value$4.1M (-$326.4K)
Filed 2026-11-04
Private Trust Co NA
DECREASED
Shares48,397 from 48,522
Change-125 (0%)
Value$4.1M (-$302.6K)
Filed 2026-10-20
Wetzel Investment Advisors, Inc.
DECREASED
Shares47,629 from 49,439
Change-1,810 (-4%)
Value$4.0M (-$449.8K)
Filed 2026-10-13
BNB Wealth Management, LLC
INCREASED
Shares47,310 from 46,035
Change+1,275 (+3%)
Value$4.0M (-$169.9K)
Filed 2026-10-28
Providence First Trust Co
DECREASED
Shares46,407 from 62,403
Change-15,996 (-26%)
Value$3.9M (-$1.7M)
Filed 2026-11-02
Lmcg Investments, LLC
DECREASED
Shares45,850 from 47,414
Change-1,564 (-3%)
Value$3.9M (-$416.9K)
Filed 2026-10-21
DBK Financial Counsel, LLC
NEW
Shares44,828
Change+44,828
Value$3.8M
Filed 2026-10-13
Verum Partners LLC
DECREASED
Shares43,842 from 48,283
Change-4,441 (-9%)
Value$3.7M (-$664.0K)
Filed 2026-10-21
Platform Technology Partners
INCREASED
Shares41,125 from 34,949
Change+6,176 (+18%)
Value$3.5M (+$308.9K)
Filed 2026-11-02
Centerpoint Advisory Group
INCREASED
Shares39,832 from 33,731
Change+6,101 (+18%)
Value$3.3M (+$309.9K)
Filed 2026-10-23
HUB Investment Partners, LLC
DECREASED
Shares39,558 from 39,795
Change-237 (-1%)
Value$3.3M (-$259.5K)
Filed 2026-11-03
Visionary Wealth Advisors
INCREASED
Shares38,694 from 34,537
Change+4,157 (+12%)
Value$3.3M (+$141.6K)
Filed 2026-11-04
Wisconsin Wealth Advisors, LLC
INCREASED
Shares38,424 from 38,275
Change+149 (+0%)
Value$3.2M (-$217.9K)
Filed 2026-10-08
Moneco Advisors, LLC
INCREASED
Shares37,551 from 33,318
Change+4,233 (+13%)
Value$3.2M (+$155.3K)
Filed 2026-11-05
D.A. Davidson & Co.
INCREASED
Shares37,229 from 33,678
Change+3,551 (+11%)
Value$3.1M (+$95.8K)
Filed 2026-10-28
Burns J W & Co Inc
INCREASED
Shares36,987 from 36,808
Change+179 (+0%)
Value$3.1M (-$206.5K)
Filed 2026-10-20
Trinity Wealth Management, LLC
INCREASED
Shares36,102 from 35,770
Change+332 (+1%)
Value$3.0M (-$187.4K)
Filed 2026-10-13
Virginia Estate & Retirement Planning Advisors Inc.
NEW
Shares35,903
Change+35,903
Value$3.0M
Filed 2026-10-14
GC Wealth Management RIA, LLC
DECREASED
Shares35,829 from 36,786
Change-957 (-3%)
Value$3.0M (-$301.9K)
Filed 2026-11-02
Childress Capital Advisors, LLC
NEW
Shares34,162
Change+34,162
Value$2.9M
Filed 2026-10-28
Kentucky Trust Co
DECREASED
Shares33,955 from 34,100
Change-145 (0%)
Value$2.9M (-$217.5K)
Filed 2026-10-15
Citizens Financial Group Inc
INCREASED
Shares33,267 from 21,827
Change+11,440 (+52%)
Value$2.8M (+$830.5K)
Filed 2026-10-23
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares30,533 from 27,916
Change+2,617 (+9%)
Value$2.6M (+$52.0K)
Filed 2026-10-14
Bell Bank
UNCHANGED
Shares30,216 from 30,216
Change0 (0%)
Value$2.5M (-$181.9K)
Filed 2026-10-21
Mather Group, Llc.
DECREASED
Shares29,864 from 29,914
Change-50 (0%)
Value$2.5M (-$184.3K)
Filed 2026-10-14
TD Waterhouse Canada Inc.
INCREASED
Shares29,341 from 26,744
Change+2,597 (+10%)
Value$2.5M (+$113.5K)
Filed 2026-10-16
RVW Wealth, LLC
DECREASED
Shares29,069 from 29,600
Change-531 (-2%)
Value$2.4M (-$222.8K)
Filed 2026-10-06
Mayfair Advisory Group, LLC
DECREASED
Shares28,362 from 28,378
Change-16 (0%)
Value$2.4M (-$21.7K)
Filed 2026-10-20
Meridian Financial Advisors, LLC
INCREASED
Shares28,116 from 27,589
Change+527 (+2%)
Value$2.4M (-$121.8K)
Filed 2026-10-14
GHP Investment Advisors, Inc.
DECREASED
Shares28,015 from 28,965
Change-950 (-3%)
Value$2.4M (-$254.2K)
Filed 2026-10-15
Bath Savings Trust Co
INCREASED
Shares27,832 from 24,088
Change+3,744 (+16%)
Value$2.3M (+$169.8K)
Filed 2026-10-07
Glass Jacobson Investment Advisors llc
DECREASED
Shares27,734 from 28,037
Change-303 (-1%)
Value$2.3M (-$194.3K)
Filed 2026-10-26
Crestwood Advisors Group, LLC
INCREASED
Shares27,623 from 27,424
Change+199 (+1%)
Value$2.3M (-$148.4K)
Filed 2026-10-27
Intrua Financial, LLC
DECREASED
Shares27,465 from 31,896
Change-4,431 (-14%)
Value$2.3M (-$564.5K)
Filed 2026-10-28
Atria Investments, Inc
INCREASED
Shares27,436 from 26,321
Change+1,115 (+4%)
Value$2.3M (-$64.6K)
Filed 2026-10-15
Delta Wealth Advisors LLC
INCREASED
Shares26,407 from 24,745
Change+1,662 (+7%)
Value$2.2M (-$9.2K)
Filed 2026-10-09
Fragasso Financial Advisors Inc
DECREASED
Shares26,219 from 26,601
Change-382 (-1%)
Value$2.3M (-$146.4K)
Filed 2026-10-13
Sherman Wealth Management LLC
INCREASED
Shares26,160 from 20,975
Change+5,185 (+25%)
Value$2.2M (+$309.7K)
Filed 2026-10-16
HF Advisory Group, LLC
INCREASED
Shares26,098 from 25,543
Change+555 (+2%)
Value$2.2M (-$107.1K)
Filed 2026-10-09
Perigon Wealth Management, LLC
INCREASED
Shares25,978 from 11,764
Change+14,214 (+121%)
Value$2.2M (+$1.1M)
Filed 2026-10-22
Sage Investment Counsel LLC
INCREASED
Shares25,194 from 22,745
Change+2,449 (+11%)
Value$2.1M (+$68.9K)
Filed 2026-10-26
Chicago Partners Investment Group LLC
INCREASED
Shares24,681 from 23,118
Change+1,563 (+7%)
Value$2.0M (+$81.6K)
Filed 2026-10-27
Hartford Financial Management Inc.
DECREASED
Shares24,429 from 24,602
Change-173 (-1%)
Value$2.1M (-$162.7K)
Filed 2026-10-21
Tsfg, LLC
DECREASED
Shares24,225 from 91,991
Change-67,766 (-74%)
Value$2.0K (-$8.3M)
Filed 2026-10-23
Members Wealth LLC
INCREASED
Shares23,629 from 22,976
Change+653 (+3%)
Value$2.0M (-$56.7K)
Filed 2026-10-20
Brookstone Capital Management
INCREASED
Shares23,566 from 17,663
Change+5,903 (+33%)
Value$2.0M (+$390.1K)
Filed 2026-10-22
Wealthcare Advisory Partners LLC
DECREASED
Shares23,108 from 29,714
Change-6,606 (-22%)
Value$1.9M (-$734.3K)
Filed 2026-10-21
ERn Financial, LLC
INCREASED
Shares22,735 from 22,598
Change+137 (+1%)
Value$1.9M (-$124.5K)
Filed 2026-10-28
Tempus Wealth Planning, LLC
DECREASED
Shares22,102 from 26,852
Change-4,750 (-18%)
Value$1.9M (-$561.0K)
Filed 2026-10-14
Diversify Wealth Management, LLC
INCREASED
Shares21,798 from 21,616
Change+182 (+1%)
Value$1.9M (+$12.0K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares21,798 from 21,616
Change+182 (+1%)
Value$1.9M (+$12.0K)
Filed 2026-10-20
Larson Financial Group LLC
INCREASED
Shares21,394 from 19,896
Change+1,498 (+8%)
Value$1.8M (+$6.1K)
Filed 2026-11-05
Fifth Third Securities, Inc.
INCREASED
Shares21,180 from 17,323
Change+3,857 (+22%)
Value$1.8M (+$220.0K)
Filed 2026-10-21
BCS Wealth Management
INCREASED
Shares20,848 from 20,748
Change+100 (+0%)
Value$1.8M (-$116.5K)
Filed 2026-11-03
Davenport & Co LLC
DECREASED
Shares20,814 from 21,059
Change-245 (-1%)
Value$1.8M (-$147.4K)
Filed 2026-10-14
Brighton Jones LLC
INCREASED
Shares20,394 from 17,046
Change+3,348 (+20%)
Value$1.7M (+$179.0K)
Filed 2026-11-03
Assetmark, Inc
INCREASED
Shares20,078 from 17,174
Change+2,904 (+17%)
Value$1.7M (+$140.8K)
Filed 2026-10-21
Bauman Advisory Group, LLC
UNCHANGED
Shares19,680 from 19,680
Change0 (0%)
Value$1.7M (-$118.5K)
Filed 2026-10-29
HB Wealth Management, LLC
INCREASED
Shares19,433 from 11,279
Change+8,154 (+72%)
Value$1.6M (+$617.7K)
Filed 2026-10-23
Parsons Capital Management Inc
DECREASED
Shares19,261 from 29,775
Change-10,514 (-35%)
Value$1.6M (-$1.1M)
Filed 2026-10-28
Intelligence Driven Advisers, LLC
UNCHANGED
Shares19,260 from 19,260
Change0 (0%)
Value$1.6M (-$115.9K)
Filed 2026-10-09
NorthCrest Asset Manangement, LLC
DECREASED
Shares18,676 from 19,047
Change-371 (-2%)
Value$1.6M (-$74.8K)
Filed 2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares18,595 from 18,787
Change-192 (-1%)
Value$1.6M (-$129.2K)
Filed 2026-10-27
Breakwater Capital Group
DECREASED
Shares18,130 from 18,154
Change-24 (0%)
Value$1.5M (-$111.3K)
Filed 2026-10-09
Apollon Financial, LLC
INCREASED
Shares18,113 from 18,110
Change+3 (+0%)
Value$1.5M (-$108.8K)
Filed 2026-10-23
Investors Research Corp
DECREASED
Shares18,080 from 19,403
Change-1,323 (-7%)
Value$1.5M (-$228.0K)
Filed 2026-10-07
WealthPlan Investment Management, LLC
INCREASED
Shares17,469 from 16,946
Change+523 (+3%)
Value$1.5M (-$58.1K)
Filed 2026-10-15
Sovran Advisors, LLC
INCREASED
Shares17,462 from 17,047
Change+415 (+2%)
Value$1.5M (+$62.7K)
Filed 2026-11-02
Absolute Capital Management, LLC
DECREASED
Shares17,136 from 20,977
Change-3,841 (-18%)
Value$1.4M (-$449.2K)
Filed 2026-10-16
Sage Capital Management, LLC
DECREASED
Shares17,077 from 17,078
Change-1 (0%)
Value$1.4M (-$103.1K)
Filed 2026-10-20
Tandem Capital Management Corp
INCREASED
Shares16,945 from 16,845
Change+100 (+1%)
Value$1.4M (-$93.0K)
Filed 2026-10-22
Key FInancial Inc
DECREASED
Shares16,902 from 17,605
Change-703 (-4%)
Value$1.4M (-$165.1K)
Filed 2026-11-02
Optivise Advisory Services LLC
DECREASED
Shares16,724 from 17,159
Change-435 (-3%)
Value$1.4M (-$139.9K)
Filed 2026-10-19
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares16,326 from 15,839
Change+487 (+3%)
Value$1.4M (-$54.4K)
Filed 2026-10-16
FSA Wealth Partners, Inc.
DECREASED
Shares16,023 from 32,064
Change-16,041 (-50%)
Value$1.3M (-$1.5M)
Filed 2026-10-26
Sagace Wealth Management LLC
DECREASED
Shares15,980 from 20,291
Change-4,311 (-21%)
Value$1.3M (-$484.6K)
Filed 2026-10-28
Wedbush Securities Inc
DECREASED
Shares15,905 from 19,361
Change-3,456 (-18%)
Value$1.3K (-$1.7M)
Filed 2026-10-22
Hazlett, Burt & Watson, Inc.
INCREASED
Shares15,463 from 15,173
Change+290 (+2%)
Value$686.6K (-$21.0K)
Filed 2026-11-04
Stonehearth Capital Management, LLC
DECREASED
Shares15,368 from 15,583
Change-215 (-1%)
Value$1.3M (-$111.9K)
Filed 2026-10-13
Wealth Group Ltd
INCREASED
Shares15,078 from 12,811
Change+2,267 (+18%)
Value$1.3M (+$125.3K)
Filed 2026-10-07
MSH Capital Advisors LLC
DECREASED
Shares15,011 from 15,156
Change-145 (-1%)
Value$1.3M (-$103.4K)
Filed 2026-11-03
Legacy Advisors, LLC
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$1.3M (-$90.3K)
Filed 2026-10-19
Cadent Capital Advisors, LLC
DECREASED
Shares14,952 from 93,062
Change-78,110 (-84%)
Value$1.3M (-$7.1M)
Filed 2026-10-09
Summit Investment Advisors, Inc.\KS
DECREASED
Shares14,662 from 15,213
Change-551 (-4%)
Value$1.2M (-$137.9K)
Filed 2026-11-05
Foundry Financial LLC
DECREASED
Shares14,591 from 14,953
Change-362 (-2%)
Value$1.2M (-$120.5K)
Filed 2026-10-16
Sheets Smith Wealth Management
DECREASED
Shares14,522 from 14,824
Change-302 (-2%)
Value$1.2M (-$114.6K)
Filed 2026-10-16
Greenwood Gearhart LLC
DECREASED
Shares14,373 from 14,623
Change-250 (-2%)
Value$1.2M (-$109.0K)
Filed 2026-11-02
Kraematon Investment Advisors, Inc
INCREASED
Shares14,291 from 13,921
Change+370 (+3%)
Value$1.2M (-$52.7K)
Filed 2026-11-02
Advanced Asset Management Advisors Inc
INCREASED
Shares13,831 from 13,745
Change+86 (+1%)
Value$1.2M (-$75.5K)
Filed 2026-10-20
Tortoise Investment Management, LLC
DECREASED
Shares13,574 from 13,846
Change-272 (-2%)
Value$1.1M (-$106.2K)
Filed 2026-11-06
Kingswood Wealth Advisors, LLC
DECREASED
Shares13,557 from 14,267
Change-710 (-5%)
Value$1.1M (-$145.6K)
Filed 2026-10-23
Seamount Financial Group Inc
DECREASED
Shares13,433 from 14,408
Change-975 (-7%)
Value$1.1M (-$168.8K)
Filed 2026-10-21
Cullen T Bankers, Inc.
DECREASED
Shares13,233 from 16,827
Change-3,594 (-21%)
Value$1.1M (-$403.5K)
Filed 2026-10-28
Total Clarity Wealth Management, Inc.
DECREASED
Shares13,193 from 21,296
Change-8,103 (-38%)
Value$1.1M (-$809.5K)
Filed 2026-10-26
Arthur M. Cohen & Associates, LLC
UNCHANGED
Shares13,090 from 13,090
Change0 (0%)
Value$1.1M (-$78.8K)
Filed 2026-10-26
Tenet Wealth Partners, LLC
INCREASED
Shares12,647 from 10,233
Change+2,414 (+24%)
Value$1.1M (+$193.1K)
Filed 2026-10-19
Independent Financial Group, LLC
INCREASED
Shares12,436 from 12,353
Change+83 (+1%)
Value$1.0M (-$67.4K)
Filed 2026-10-13
Oppenheimer & Co Inc
DECREASED
Shares12,354 from 12,505
Change-151 (-1%)
Value$1.0M (-$88.0K)
Filed 2026-10-26
Focused Alpha, LLC
DECREASED
Shares12,250 from 15,126
Change-2,876 (-19%)
Value$1.0M (-$332.9K)
Filed 2026-10-20
Redwood Financial Network Corp
INCREASED
Shares12,062 from 11,947
Change+115 (+1%)
Value$1.0M (-$62.2K)
Filed 2026-11-03
Crescent Grove Advisors, LLC
UNCHANGED
Shares12,035 from 12,035
Change0 (0%)
Value$1.0M (-$72.5K)
Filed 2026-10-21
Founders Financial Securities LLC
INCREASED
Shares11,935 from 3,575
Change+8,360 (+234%)
Value$1.0M (+$681.4K)
Filed 2026-10-28
Curtis Advisory Group, LLC
UNCHANGED
Shares11,826 from 11,826
Change0 (0%)
Value$994.3K (-$71.2K)
Filed 2026-10-28
Waldron Private Wealth LLC
DECREASED
Shares11,568 from 11,653
Change-85 (-1%)
Value$972.6K (-$77.3K)
Filed 2026-11-02
Dupree Financial Group, LLC
INCREASED
Shares11,441 from 11,140
Change+301 (+3%)
Value$961.9K (-$41.9K)
Filed 2026-10-09
Fortitude Advisory Group L.L.C.
INCREASED
Shares10,661 from 8,471
Change+2,190 (+26%)
Value$896.4K (+$133.2K)
Filed 2026-10-15
Glenview Trust Co
INCREASED
Shares10,364 from 10,258
Change+106 (+1%)
Value$871.4K (-$52.8K)
Filed 2026-10-28
HBW Advisory Services LLC
INCREASED
Shares10,350 from 10,231
Change+119 (+1%)
Value$870.3K (-$51.6K)
Filed 2026-10-15
Signaturefd, LLC
INCREASED
Shares10,339 from 10,217
Change+122 (+1%)
Value$869.3K (-$51.2K)
Filed 2026-10-23
Pinnacle Associates LTD
DECREASED
Shares10,099 from 10,210
Change-111 (-1%)
Value$849.1K (-$70.8K)
Filed 2026-10-20
EverSource Wealth Advisors, LLC
DECREASED
Shares10,081 from 10,397
Change-316 (-3%)
Value$847.6K (-$89.2K)
Filed 2026-11-04
Steele Capital Management, Inc.
UNCHANGED
Shares10,074 from 10,074
Change0 (0%)
Value$847.0K (-$60.6K)
Filed 2026-11-02
Foster Group, Inc.
DECREASED
Shares9,865 from 10,964
Change-1,099 (-10%)
Value$829.5K (-$158.4K)
Filed 2026-10-13
Ridgeline Wealth Planning, LLC
INCREASED
Shares9,850 from 9,666
Change+184 (+2%)
Value$828.2K (-$42.7K)
Filed 2026-10-29
Richmond Investment Services, LLC
INCREASED
Shares9,724 from 9,613
Change+111 (+1%)
Value$817.6K (-$48.6K)
Filed 2026-10-29
Savant Capital, LLC
INCREASED
Shares9,594 from 8,974
Change+620 (+7%)
Value$806.7K (-$1.9K)
Filed 2026-11-06
Lunt Capital Management, Inc.
UNCHANGED
Shares9,519 from 9,519
Change0 (0%)
Value$800.4K (-$57.3K)
Filed 2026-10-30
International Assets Investment Management, LLC
DECREASED
Shares9,312 from 10,492
Change-1,180 (-11%)
Value$790.8K (-$142.8K)
Filed 2026-11-02
Maseco LLP
UNCHANGED
Shares9,296 from 9,296
Change0 (0%)
Value$781.8K (-$55.7K)
Filed 2026-10-27
Reyes Financial Architecture, Inc.
UNCHANGED
Shares9,152 from 9,152
Change0 (0%)
Value$769.5K (-$55.1K)
Filed 2026-10-22
Flagship Wealth Advisors, LLC
UNCHANGED
Shares8,906 from 8,906
Change0 (0%)
Value$748.8K (-$53.6K)
Filed 2026-11-03
Harbor Asset Planning, Inc.
INCREASED
Shares8,582 from 8,576
Change+6 (+0%)
Value$721.6K (-$51.1K)
Filed 2026-10-23
PFG Advisors
INCREASED
Shares8,539 from 8,537
Change+2 (+0%)
Value$717.9K (-$51.2K)
Filed 2026-10-16
Ascentis Independent Advisors
NEW
Shares8,179
Change+8,179
Value$687.7K
Filed 2026-11-03
Olistico Wealth, LLC
DECREASED
Shares8,140 from 8,157
Change-17 (0%)
Value$684.4K (-$50.6K)
Filed 2026-10-05
Abundance Wealth Counselors
UNCHANGED
Shares8,106 from 8,106
Change0 (0%)
Value$681.6K (-$48.8K)
Filed 2026-10-26
Bryn Mawr Trust Advisors, LLC
UNCHANGED
Shares7,808 from 7,808
Change0 (0%)
Value$656.5K (-$47.0K)
Filed 2026-11-04
WealthBridge Capital Management, LLC
INCREASED
Shares7,751 from 7,306
Change+445 (+6%)
Value$651.7K (-$6.6K)
Filed 2026-10-16
Andina Capital Management, LLC
INCREASED
Shares7,732 from 6,576
Change+1,156 (+18%)
Value$650.1K (+$57.6K)
Filed 2026-10-21
Optima Capital LLC
INCREASED
Shares7,599 from 7,027
Change+572 (+8%)
Value$638.9K (+$5.8K)
Filed 2026-10-29
Mission Wealth Management, LP
DECREASED
Shares7,430 from 8,614
Change-1,184 (-14%)
Value$624.7K (-$151.4K)
Filed 2026-10-15
Verdence Capital Advisors LLC
INCREASED
Shares7,282 from 7,231
Change+51 (+1%)
Value$612.3K (-$39.2K)
Filed 2026-10-26
Redwood Family Wealth LLC
INCREASED
Shares7,234 from 7,233
Change+1 (+0%)
Value$608.3K (-$43.5K)
Filed 2026-10-20
Riggs Asset Managment Co. Inc.
DECREASED
Shares7,162 from 23,980
Change-16,818 (-70%)
Value$602.2K (-$1.6M)
Filed 2026-11-05
Carlson Financial, Inc.
DECREASED
Shares7,119 from 7,233
Change-114 (-2%)
Value$598.6K (-$53.1K)
Filed 2026-11-05
Argus Investors' Counsel, Inc.
INCREASED
Shares7,092 from 6,726
Change+366 (+5%)
Value$596.3K (-$9.7K)
Filed 2026-10-09
Sowell Financial Services LLC
DECREASED
Shares7,053 from 7,756
Change-703 (-9%)
Value$593.0K (-$105.8K)
Filed 2026-10-23
Rossby Financial, LCC
DECREASED
Shares6,973 from 9,258
Change-2,285 (-25%)
Value$586.2K (-$247.9K)
Filed 2026-11-05
Ballast Rock Private Wealth LLC
INCREASED
Shares6,940 from 3,865
Change+3,075 (+80%)
Value$583.5K (+$235.2K)
Filed 2026-10-26
Advisory Solutions Group, LLC
DECREASED
Shares6,903 from 22,086
Change-15,183 (-69%)
Value$580.4K (-$1.4M)
Filed 2026-10-14
Seven Mile Advisory
UNCHANGED
Shares6,864 from 6,864
Change0 (0%)
Value$577.1K (-$41.3K)
Filed 2026-10-22
Tcfg Investment Advisors, LLC
DECREASED
Shares6,783 from 7,019
Change-236 (-3%)
Value$570.3K (-$62.1K)
Filed 2026-10-20
1900 Wealth Management LLC
INCREASED
Shares6,721 from 6,720
Change+1 (+0%)
Value$565.1K (-$40.4K)
Filed 2026-10-13
Invariant Investment Management
INCREASED
Shares6,601 from 6,600
Change+1 (+0%)
Value$560.2K (-$24.0K)
Filed 2026-10-08
Compound Planning, Inc.
DECREASED
Shares6,565 from 14,676
Change-8,111 (-55%)
Value$552.0K (-$770.3K)
Filed 2026-11-05
Johnson Financial Group, LLC
INCREASED
Shares6,506 from 4,086
Change+2,420 (+59%)
Value$547.0K (+$178.9K)
Filed 2026-11-03
Capital Investment Advisory Services, LLC
INCREASED
Shares6,433 from 4,039
Change+2,394 (+59%)
Value$540.9K (+$177.0K)
Filed 2026-10-30
New England Private Wealth Advisors LLC
NEW
Shares6,300
Change+6,300
Value$529.7K
Filed 2026-10-19
True North Advisors, LLC
UNCHANGED
Shares6,278 from 6,278
Change0 (0%)
Value$527.9K (-$37.8K)
Filed 2026-10-22
Spire Wealth Management
DECREASED
Shares6,253 from 7,783
Change-1,530 (-20%)
Value$525.7K (-$175.5K)
Filed 2026-10-30
Guardian Asset Advisors, LLC
INCREASED
Shares6,170 from 6,161
Change+9 (+0%)
Value$518.8K (-$36.3K)
Filed 2026-10-16
Retireful, LLC
INCREASED
Shares6,134 from 5,336
Change+798 (+15%)
Value$515.7K (+$35.0K)
Filed 2026-10-09
ATX Financial Planning, LLC
DECREASED
Shares6,105 from 6,209
Change-104 (-2%)
Value$513.3K (-$46.1K)
Filed 2026-10-14
Carnegie Investment Counsel
NEW
Shares6,061
Change+6,061
Value$509.6K
Filed 2026-10-20
Triumph Capital Management
NEW
Shares5,977
Change+5,977
Value$502.5K
Filed 2026-10-14
Oppenheimer Asset Management Inc.
DECREASED
Shares5,884 from 5,925
Change-41 (-1%)
Value$494.7K (-$39.1K)
Filed 2026-10-27
Soltis Investment Advisors LLC
DECREASED
Shares5,804 from 6,241
Change-437 (-7%)
Value$488.0K (-$74.3K)
Filed 2026-10-28
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares5,559 from 2,722
Change+2,837 (+104%)
Value$467.4K (+$222.1K)
Filed 2026-10-22
Cottage Street Advisors LLC
NEW
Shares5,524
Change+5,524
Value$464.5K
Filed 2026-10-19
Biltmore Family Office, LLC
UNCHANGED
Shares5,500 from 5,500
Change0 (0%)
Value$462.4K (-$33.1K)
Filed 2026-11-03
Signal Advisors Wealth, LLC
INCREASED
Shares5,447 from 4,627
Change+820 (+18%)
Value$458.0K (+$41.1K)
Filed 2026-10-13
Galvin, Gaustad & Stein, LLC
INCREASED
Shares5,406 from 5,404
Change+2 (+0%)
Value$454.6K (-$32.3K)
Filed 2026-10-08
Capital Asset Advisory Services LLC
DECREASED
Shares5,391 from 9,959
Change-4,568 (-46%)
Value$452.0K (-$445.3K)
Filed 2026-10-30
Latitude Advisors, LLC
INCREASED
Shares5,327 from 5,309
Change+18 (+0%)
Value$447.9K (-$30.4K)
Filed 2026-10-27
55 North Private Wealth, LLC
DECREASED
Shares5,323 from 5,394
Change-71 (-1%)
Value$447.6K (-$38.4K)
Filed 2026-10-20
KDK Private Wealth Management, LLC
DECREASED
Shares5,310 from 8,015
Change-2,705 (-34%)
Value$446.4K (-$275.7K)
Filed 2026-11-03
West Wealth Group, LLC
INCREASED
Shares5,243 from 5,233
Change+10 (+0%)
Value$440.8K (-$30.7K)
Filed 2026-10-14
US Bancorp \de\
DECREASED
Shares5,175 from 6,697
Change-1,522 (-23%)
Value$435.1K (-$168.3K)
Filed 2026-11-05
Financial Advisory Corp
INCREASED
Shares5,150 from 5,141
Change+9 (+0%)
Value$433.0K (-$30.2K)
Filed 2026-10-14
Quantum Financial Partners LLC
INCREASED
Shares5,125 from 3,925
Change+1,200 (+31%)
Value$430.9K (+$77.3K)
Filed 2026-10-19
Stevens Capital Partners
NEW
Shares5,011
Change+5,011
Value$421.3K
Filed 2026-10-29
Valeo Financial Advisors, LLC
INCREASED
Shares5,009 from 4,842
Change+167 (+3%)
Value$421.2K (-$15.1K)
Filed 2026-10-08
ARQ Wealth Advisors, LLC
UNCHANGED
Shares4,805 from 4,805
Change0 (0%)
Value$404.0K (-$5.0K)
Filed 2026-10-29
Avaii Wealth Management, LLC
INCREASED
Shares4,795 from 4,495
Change+300 (+7%)
Value$406.9K (+$1.9K)
Filed 2026-10-09
Lanark Financial, Inc.
DECREASED
Shares4,721 from 4,895
Change-174 (-4%)
Value$397.0K (-$44.1K)
Filed 2026-10-26
Wespac Advisors, LLC
UNCHANGED
Shares4,718 from 4,718
Change0 (0%)
Value$396.7K (-$28.4K)
Filed 2026-10-26
WJ Wealth Management, LLC
UNCHANGED
Shares4,685 from 4,685
Change0 (0%)
Value$393.9K (-$28.2K)
Filed 2026-11-03
Verus Capital Partners, LLC
NEW
Shares4,553
Change+4,553
Value$382.8K
Filed 2026-11-03
Integrity Advisory Solutions, LLC
INCREASED
Shares4,451 from 3,745
Change+706 (+19%)
Value$374.3K (+$36.8K)
Filed 2026-10-29
Calamos Wealth Management LLC
UNCHANGED
Shares4,403 from 4,403
Change0 (0%)
Value$370.2K (-$26.5K)
Filed 2026-11-02
Lantern Wealth Advisors, LLC
DECREASED
Shares4,339 from 4,451
Change-112 (-3%)
Value$364.9K (-$36.2K)
Filed 2026-10-22
Midwest Trust Co
UNCHANGED
Shares4,331 from 4,331
Change0 (0%)
Value$364.2K (-$26.1K)
Filed 2026-10-22
AMG National Trust Bank
UNCHANGED
Shares4,300 from 4,300
Change0 (0%)
Value$361.5K (-$25.9K)
Filed 2026-11-05
Aegon USA Investment Management, LLC
UNCHANGED
Shares4,270 from 4,270
Change0 (0%)
Value$359.0K (-$25.7K)
Filed 2026-10-30
Maltin Wealth Management, Inc.
UNCHANGED
Shares4,269 from 4,269
Change0 (0%)
Value$358.9K (-$25.7K)
Filed 2026-10-13
VestGen Advisors, LLC
INCREASED
Shares4,248 from 4,247
Change+1 (+0%)
Value$357.2K (-$25.5K)
Filed 2026-10-27
Titleist Asset Management, LLC
UNCHANGED
Shares4,207 from 4,207
Change0 (0%)
Value$353.7K (-$25.3K)
Filed 2026-10-08
Prosperity Financial Group, Inc.
DECREASED
Shares4,186 from 4,531
Change-345 (-8%)
Value$352.0K (-$56.3K)
Filed 2026-10-29
Diversified Enterprises, LLC
DECREASED
Shares4,123 from 4,131
Change-8 (0%)
Value$346.7K (-$25.6K)
Filed 2026-10-19
Commonwealth Financial Services, LLC
DECREASED
Shares4,102 from 4,710
Change-608 (-13%)
Value$344.9K (-$79.5K)
Filed 2026-10-20
BCU Wealth Advisors, LLC
INCREASED
Shares4,025 from 4,020
Change+5 (+0%)
Value$338.5K (-$23.8K)
Filed 2026-10-16
Armbruster Capital Management, Inc.
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$336.3K (-$24.1K)
Filed 2026-10-19
McAdam, LLC
NEW
Shares3,869
Change+3,869
Value$325.3K
Filed 2026-10-21
Parkside Financial Bank & Trust
INCREASED
Shares3,829 from 3,824
Change+5 (+0%)
Value$322.0K (-$22.6K)
Filed 2026-10-27
Everhart Financial Group, Inc.
UNCHANGED
Shares3,795 from 3,795
Change0 (0%)
Value$319.1K (-$22.8K)
Filed 2026-10-08
Courier Capital LLC
UNCHANGED
Shares3,782 from 3,782
Change0 (0%)
Value$318.0K (-$22.8K)
Filed 2026-10-19
Hager Investment Management Services, LLC
UNCHANGED
Shares3,742 from 3,742
Change0 (0%)
Value$314.6K (-$22.5K)
Filed 2026-11-04
MBE Wealth Management, LLC
INCREASED
Shares3,729 from 2,409
Change+1,320 (+55%)
Value$313.5K (+$96.5K)
Filed 2026-10-26
Wealth Architects, LLC
NEW
Shares3,694
Change+3,694
Value$310.6K
Filed 2026-11-03
Convergence Financial, LLC
DECREASED
Shares3,673 from 112,754
Change-109,081 (-97%)
Value$308.8K (-$9.9M)
Filed 2026-10-27
WealthCare Investment Partners, LLC
DECREASED
Shares3,665 from 3,710
Change-45 (-1%)
Value$308.2K (-$26.1K)
Filed 2026-11-05
Novem Group
INCREASED
Shares3,639 from 3,635
Change+4 (+0%)
Value$306.0K (-$21.6K)
Filed 2026-10-19
Adamsbrown Wealth Consultants LLC
UNCHANGED
Shares3,632 from 3,632
Change0 (0%)
Value$305.4K (-$21.9K)
Filed 2026-10-20
Single Point Partners, LLC
INCREASED
Shares3,606 from 3,599
Change+7 (+0%)
Value$303.2K (-$21.2K)
Filed 2026-10-19
Opus Financial Solutions LLC
UNCHANGED
Shares3,545 from 3,545
Change0 (0%)
Value$298.1K (-$21.3K)
Filed 2026-11-06
Spinnaker Investment Group, LLC
DECREASED
Shares3,505 from 3,521
Change-16 (0%)
Value$294.7K (-$22.5K)
Filed 2026-10-13
LVZ, Inc.
UNCHANGED
Shares3,431 from 3,431
Change0 (0%)
Value$288.5K (-$20.7K)
Filed 2026-10-20
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares3,378 from 4,143
Change-765 (-18%)
Value$284.0K (-$89.3K)
Filed 2026-10-05
Guerra PAN Advisors, LLC
UNCHANGED
Shares3,316 from 3,316
Change0 (0%)
Value$279.5K (-$19.3K)
Filed 2026-10-26
CoreCap Advisors, LLC
INCREASED
Shares3,249 from 3,150
Change+99 (+3%)
Value$273.2K (-$10.6K)
Filed 2026-10-08
Hibernia Wealth Partners, LLC
UNCHANGED
Shares3,237 from 3,237
Change0 (0%)
Value$272.2K (-$19.5K)
Filed 2026-10-29
Joel Isaacson & Co., LLC
UNCHANGED
Shares3,220 from 3,220
Change0 (0%)
Value$270.7K (-$19.4K)
Filed 2026-11-05
Indiana Trust & Investment Management Co
UNCHANGED
Shares3,209 from 3,209
Change0 (0%)
Value$269.8K (-$19.3K)
Filed 2026-10-22
Simplicity Wealth,LLC
DECREASED
Shares3,159 from 6,345
Change-3,186 (-50%)
Value$265.6K (-$306.1K)
Filed 2026-10-23
Prime Capital Investment Advisors, LLC
INCREASED
Shares3,146 from 3,145
Change+1 (+0%)
Value$264.5K (-$18.9K)
Filed 2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares3,139 from 3,175
Change-36 (-1%)
Value$263.9K (-$22.1K)
Filed 2026-10-23
B. Riley Wealth Advisors, Inc.
DECREASED
Shares3,131 from 9,863
Change-6,732 (-68%)
Value$263.3K (-$612.5K)
Filed 2026-10-13
McKinley Carter Wealth Services, Inc.
DECREASED
Shares3,041 from 3,367
Change-326 (-10%)
Value$255.7K (-$47.7K)
Filed 2026-10-16
Professional Financial Advisors, LLC
INCREASED
Shares3,039 from 2,951
Change+88 (+3%)
Value$255.5K (-$10.4K)
Filed 2026-10-13
Total Wealth Planning & Management, Inc.
UNCHANGED
Shares3,020 from 3,020
Change0 (0%)
Value$253.9K (-$18.2K)
Filed 2026-10-23
Decision Investments, Inc
UNCHANGED
Shares3,018 from 3,018
Change0 (0%)
Value$253.8K (-$18.2K)
Filed 2026-10-07
Almanack Investment Partners, Llc.
DECREASED
Shares2,980 from 3,433
Change-453 (-13%)
Value$250.6K (-$58.8K)
Filed 2026-11-03
Financial Security Advisor, Inc.
INCREASED
Shares2,960 from 2,955
Change+5 (+0%)
Value$248.9K (-$17.4K)
Filed 2026-11-03
Creekside Partners
UNCHANGED
Shares2,960 from 2,960
Change0 (0%)
Value$248.9K (-$17.8K)
Filed 2026-11-04
Fullerton Advisors, LLC
INCREASED
Shares2,915 from 2,910
Change+5 (+0%)
Value$245.1K (-$17.1K)
Filed 2026-10-14
Avantax Planning Partners, Inc.
INCREASED
Shares2,860 from 2,337
Change+523 (+22%)
Value$240.5K (+$29.9K)
Filed 2026-11-03
Abel Hall, LLC
DECREASED
Shares2,852 from 3,432
Change-580 (-17%)
Value$239.8K (-$69.4K)
Filed 2026-10-19
Trek Financial, LLC
DECREASED
Shares2,820 from 7,812
Change-4,992 (-64%)
Value$237.1K (-$466.8K)
Filed 2026-10-29
AlphaStar Capital Management, LLC
UNCHANGED
Shares2,774 from 2,774
Change0 (0%)
Value$233.2K (-$16.7K)
Filed 2026-10-16
RMR Wealth Builders
INCREASED
Shares2,766 from 2,464
Change+302 (+12%)
Value$232.5K (+$10.5K)
Filed 2026-10-22
North Point Portfolio Managers Corp
NEW
Shares2,701
Change+2,701
Value$227.1K
Filed 2026-10-07
BAR Harbor Wealth Management
NEW
Shares2,700
Change+2,700
Value$227.0K
Filed 2026-10-21
GW Henssler & Associates LTD
NEW
Shares2,683
Change+2,683
Value$225.6K
Filed 2026-10-26
Ritholtz Wealth Management
UNCHANGED
Shares2,681 from 2,681
Change0 (0%)
Value$225.4K (-$16.1K)
Filed 2026-11-05
Apollon Wealth Management, LLC
DECREASED
Shares2,641 from 3,218
Change-577 (-18%)
Value$222.0K (-$67.9K)
Filed 2026-10-23
Root Financial Partners, LLC
INCREASED
Shares2,598 from 2,299
Change+299 (+13%)
Value$218.5K (+$11.3K)
Filed 2026-10-21
Signature Estate & Investment Advisors LLC
DECREASED
Shares2,587 from 5,404
Change-2,817 (-52%)
Value$217.5K (-$269.4K)
Filed 2026-10-13
Crown Wealth Group, LLC
INCREASED
Shares2,578 from 2,480
Change+98 (+4%)
Value$216.8K (-$6.7K)
Filed 2026-10-19
Strategic Advisors LLC
UNCHANGED
Shares2,574 from 2,574
Change0 (0%)
Value$216.4K (-$15.5K)
Filed 2026-10-13
Kathmere Capital Management, LLC
NEW
Shares2,572
Change+2,572
Value$216.3K
Filed 2026-10-20
Covenant Asset Management, LLC
UNCHANGED
Shares2,567 from 2,567
Change0 (0%)
Value$215.8K (-$15.5K)
Filed 2026-10-14
CGC Financial Services, LLC
UNCHANGED
Shares2,560 from 2,560
Change0 (0%)
Value$215.2K (-$15.4K)
Filed 2026-10-13
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares2,522 from 2,522
Change0 (0%)
Value$213.8K (-$8.2K)
Filed 2026-11-04
AlphaCore Capital LLC
INCREASED
Shares2,519 from 1,114
Change+1,405 (+126%)
Value$211.8K (+$111.4K)
Filed 2026-11-04
Essex LLC
DECREASED
Shares2,506 from 2,619
Change-113 (-4%)
Value$210.7K (-$25.3K)
Filed 2026-10-14
Leelyn Smith, LLC
NEW
Shares2,503
Change+2,503
Value$210.5K
Filed 2026-11-03
Basso Capital Management, L.P.
NEW
Shares2,467
Change+2,467
Value$207.4K
Filed 2026-10-30
Sima Wealth Partners, LLC
UNCHANGED
Shares2,462 from 2,462
Change0 (0%)
Value$207.0K (-$14.8K)
Filed 2026-10-19
Curry Webb Wealth Management LLC
UNCHANGED
Shares2,458 from 2,458
Change0 (0%)
Value$221.5K ($0)
Filed 2026-10-22
Pennsylvania Capital Management Inc
UNCHANGED
Shares2,424 from 2,424
Change0 (0%)
Value$203.8K (-$14.6K)
Filed 2026-11-05
GFS Advisors, LLC
UNCHANGED
Shares2,415 from 2,415
Change0 (0%)
Value$203.0K (+$330)
Filed 2026-11-03
Gaddis Premier Wealth Advisors LLC
DECREASED
Shares2,412 from 2,613
Change-201 (-8%)
Value$202.8K (-$32.6K)
Filed 2026-10-29
Outlook Wealth Advisors, LLC
UNCHANGED
Shares2,402 from 2,402
Change0 (0%)
Value$202.0K (-$14.5K)
Filed 2026-10-28
Sarver Vrooman Wealth Advisors
INCREASED
Shares2,209 from 2,138
Change+71 (+3%)
Value$185.7K (-$5.1K)
Filed 2026-10-01
Balentine LLC
NEW
Shares2,164
Change+2,164
Value$181.9K
Filed 2026-11-03
GK Wealth Management LLC
DECREASED
Shares2,111 from 2,323
Change-212 (-9%)
Value$177.5K (-$31.8K)
Filed 2026-10-09
Ashton Thomas Private Wealth, LLC
DECREASED
Shares2,105 from 2,163
Change-58 (-3%)
Value$177.0K (-$17.9K)
Filed 2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares2,075 from 9,282
Change-7,207 (-78%)
Value$174.5K (-$661.8K)
Filed 2026-10-14
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares1,656 from 1,656
Change0 (0%)
Value$139.2K (-$9.9K)
Filed 2026-10-23
Bokf, NA
DECREASED
Shares1,614 from 4,321
Change-2,707 (-63%)
Value$135.7K (-$253.6K)
Filed 2026-10-27
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares1,556 from 1,556
Change0 (0%)
Value$130.8K (-$9.4K)
Filed 2026-10-20
Global Trust Asset Management, LLC
DECREASED
Shares1,490 from 2,730
Change-1,240 (-45%)
Value$125.3K (-$120.7K)
Filed 2026-10-19
Nova Financial LLC
NEW
Shares1,419
Change+1,419
Value$119.3K
Filed 2026-11-04
Valley National Advisers Inc
UNCHANGED
Shares1,403 from 1,403
Change0 (0%)
Value$118.0K (-$8.4K)
Filed 2026-10-23
Nvwm, LLC
NEW
Shares1,351
Change+1,351
Value$113.6K
Filed 2026-10-14
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares1,243 from 1,243
Change0 (0%)
Value$104.5K (-$7.5K)
Filed 2026-10-13
Creative Capital Management Investments LLC
UNCHANGED
Shares1,170 from 1,170
Change0 (0%)
Value$98.4K (-$7.0K)
Filed 2026-10-28
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares1,165 from 1,165
Change0 (0%)
Value$98.0K (-$7.0K)
Filed 2026-10-19
Independence Bank of Kentucky
UNCHANGED
Shares1,114 from 1,114
Change0 (0%)
Value$93.7K (-$6.7K)
Filed 2026-10-26
MTM Investment Management, LLC
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$92.5K (-$6.6K)
Filed 2026-10-30
SYM Financial Corp
INCREASED
Shares1,055 from 566
Change+489 (+86%)
Value$88.7K (+$37.7K)
Filed 2026-10-26
Noble Wealth Management PBC
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$88.3K (-$6.3K)
Filed 2026-10-01
Investment Research & Advisory Group, Inc.
UNCHANGED
Shares1,011 from 1,011
Change0 (0%)
Value$85.0K (-$6.1K)
Filed 2026-10-19
CX Institutional
UNCHANGED
Shares966 from 966
Change0 (0%)
Value$81 (-$6)
Filed 2026-10-02
Pinnacle Bancorp, Inc.
INCREASED
Shares928 from 927
Change+1 (+0%)
Value$78.0K (-$5.5K)
Filed 2026-10-21
Arvest Investments, Inc.
NEW
Shares821
Change+821
Value$69.0K
Filed 2026-10-21
Adirondack Trust Co
UNCHANGED
Shares818 from 818
Change0 (0%)
Value$68.8K (-$4.9K)
Filed 2026-10-14
Center for Financial Planning, Inc.
INCREASED
Shares766 from 597
Change+169 (+28%)
Value$64.4K (+$10.6K)
Filed 2026-10-26
Armstrong Advisory Group, Inc
DECREASED
Shares736 from 789
Change-53 (-7%)
Value$61.9K (-$9.2K)
Filed 2026-10-09
Salomon & Ludwin, LLC
UNCHANGED
Shares691 from 691
Change0 (0%)
Value$58.1K (-$3.4K)
Filed 2026-10-29
Reap Financial Group, LLC
INCREASED
Shares533 from 532
Change+1 (+0%)
Value$44.8K (-$3.1K)
Filed 2026-11-02
Silver Grove Financial Group, Inc.
INCREASED
Shares527 from 67
Change+460 (+687%)
Value$44.3K (+$38.3K)
Filed 2026-11-05
Burkett Financial Services, LLC
INCREASED
Shares504 from 503
Change+1 (+0%)
Value$42.4K (-$3.0K)
Filed 2026-10-01
Family Capital Trust Co
UNCHANGED
Shares504 from 504
Change0 (0%)
Value$42.4K (-$3.0K)
Filed 2026-10-22
Highline Wealth Partners LLC
UNCHANGED
Shares493 from 493
Change0 (0%)
Value$41.5K (-$3.0K)
Filed 2026-10-19
Signature Equity Partners, LLC
DECREASED
Shares411 from 651
Change-240 (-37%)
Value$34.5K (-$24.2K)
Filed 2026-10-29
William Mack & Associates, Inc.
NEW
Shares400
Change+400
Value$33.6K
Filed 2026-10-27
Bell Investment Advisors, Inc
INCREASED
Shares370 from 369
Change+1 (+0%)
Value$31.1K (-$2.2K)
Filed 2026-10-29
Ascentis Wealth Management, LLC
UNCHANGED
Shares343 from 343
Change0 (0%)
Value$28.8K (-$2.1K)
Filed 2026-11-03
Tompkins Financial Corp
NEW
Shares300
Change+300
Value$25.2K
Filed 2026-10-05
Pacific Center for Financial Services
UNCHANGED
Shares282 from 282
Change0 (0%)
Value$23.7K (-$1.7K)
Filed 2026-10-15
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$21.9K (-$1.6K)
Filed 2026-10-27
First Horizon Corp
UNCHANGED
Shares255 from 255
Change0 (0%)
Value$21.4K (-$1.5K)
Filed 2026-10-26
Central Trust Co
UNCHANGED
Shares226 from 226
Change0 (0%)
Value$19.0K (-$1.4K)
Filed 2026-11-05
Cape Investment Advisory, Inc.
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$18.9K (-$1.4K)
Filed 2026-10-13
Compass Wealth Management LLC
NEW
Shares204
Change+204
Value$17.2K
Filed 2026-10-22
Madden Securities Corp
NEW
Shares200
Change+200
Value$16.8K
Filed 2026-10-27
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$16.0K (-$1.1K)
Filed 2026-10-16
Abound Wealth Management
UNCHANGED
Shares189 from 189
Change0 (0%)
Value$15.9K (-$1.1K)
Filed 2026-10-26
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares188 from 188
Change0 (0%)
Value$15.8K (-$1.1K)
Filed 2026-10-15
Pathway Financial Advisers, LLC
NEW
Shares187
Change+187
Value$15.7K
Filed 2026-10-27
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares183 from 183
Change0 (0%)
Value$15.3K (-$1.1K)
Filed 2026-11-04
Cdkv Holdings LLC
UNCHANGED
Shares178 from 178
Change0 (0%)
Value$15.0K (-$1.1K)
Filed 2026-10-28
Register Financial Advisors LLC
NEW
Shares162
Change+162
Value$13.6K
Filed 2026-10-23
Nvest Wealth Strategies, Inc.
NEW
Shares151
Change+151
Value$12.7K
Filed 2026-10-14
Golden State Wealth Management, LLC
DECREASED
Shares135 from 181
Change-46 (-25%)
Value$11.4K (-$5.0K)
Filed 2026-11-02
Whipplewood Advisors, LLC
NEW
Shares133
Change+133
Value$11.2K
Filed 2026-10-20
1620 Investment Advisors, Inc.
DECREASED
Shares131 from 166
Change-35 (-21%)
Value$11.0K (-$3.9K)
Filed 2026-11-04
Godsey & Gibb, Inc
NEW
Shares118
Change+118
Value$9.9K
Filed 2026-10-14
Cassaday & Co Wealth Management LLC
NEW
Shares116
Change+116
Value$9.8K
Filed 2026-10-27
City State Bank
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$9.3K (-$668)
Filed 2026-10-20
Centerpoint Advisors, LLC
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$9 ($0)
Filed 2026-11-05
Bullock Wealth Management Group
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$8.5K (-$408)
Filed 2026-10-09
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$7.7K (-$554)
Filed 2026-10-16
Bayban
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$7.8K ($0)
Filed 2026-11-05
Bfsg, LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$6.7K (-$481)
Filed 2026-10-30
Nemes Rush Group LLC
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$6.5K (-$454)
Filed 2026-11-04
Lloyd Advisory Services, Llc.
DECREASED
Shares73 from 3,375
Change-3,302 (-98%)
Value$6.1K (-$298.0K)
Filed 2026-11-02
Hughes Financial Services, LLC
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$5.9K (-$369)
Filed 2026-10-30
Evermay Wealth Management LLC
UNCHANGED
Shares62 from 62
Change0 (0%)
Value$5.2K (-$374)
Filed 2026-11-05
IMG Wealth Management, Inc.
DECREASED
Shares55 from 111
Change-56 (-50%)
Value$4.6K (-$5.4K)
Filed 2026-10-27
Gamma Investing LLC
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$4.5K (-$325)
Filed 2026-10-08
Asset Dedication, LLC
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$4.4K (-$313)
Filed 2026-11-03
Nfsg Corp
NEW
Shares44
Change+44
Value$3.7K
Filed 2026-10-15
Buck Wealth Strategies, LLC
NEW
Shares32
Change+32
Value$2.7K
Filed 2026-10-28
Versant Capital Management, Inc
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$2.7K (-$192)
Filed 2026-10-02
Vermillion Wealth Management, Inc.
NEW
Shares28
Change+28
Value$2.4K
Filed 2026-10-26
Westside Investment Management, Inc.
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$1.4K (-$103)
Filed 2026-11-02
FinArc Investments, Inc.
NEW
Shares16
Change+16
Value$1.3K
Filed 2026-10-14
Trust Co of Vermont
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$1.1K (-$78)
Filed 2026-10-21
Jacobi Capital Management LLC
NEW
Shares7
Change+7
Value$589
Filed 2026-11-05
Barrett & Company, Inc.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$510 (-$36)
Filed 2026-10-22
Townsend Asset Management Corp
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$253 (-$17)
Filed 2026-10-29
TD Private Client Wealth LLC
NEW
Shares2
Change+2
Value$168
Filed 2026-10-28
Elyxium Wealth, LLC
NEW
Shares1
Change+1
Value$60
Filed 2026-10-27
Jefferies Financial Group Inc.
CLOSED
Shares0 from 378,345
Change-378,345 (-100%)
Value$0 (-$34.1M)
Filed 2026-11-05
Capstone Wealth Management Group, LLC
CLOSED
Shares0 from 151,133
Change-151,133 (-100%)
Value$0 (-$13.6M)
Filed 2026-11-05
WBH Advisory Inc
CLOSED
Shares0 from 51,841
Change-51,841 (-100%)
Value$0 (-$4.7M)
Filed 2026-11-05
Silverlake Wealth Management LLC
CLOSED
Shares0 from 11,959
Change-11,959 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-21
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 9,959
Change-9,959 (-100%)
Value$0 (-$897.3K)
Filed 2026-10-21
RDA Financial Network
CLOSED
Shares0 from 9,609
Change-9,609 (-100%)
Value$0 (-$865.8K)
Filed 2026-10-15
Strategic Blueprint, LLC
CLOSED
Shares0 from 9,006
Change-9,006 (-100%)
Value$0 (-$811.4K)
Filed 2026-10-22
Avidian Wealth Enterprises, LLC
CLOSED
Shares0 from 8,428
Change-8,428 (-100%)
Value$0 (-$759.4K)
Filed 2026-10-08
Milestone Asset Management, LLC
CLOSED
Shares0 from 5,719
Change-5,719 (-100%)
Value$0 (-$515.3K)
Filed 2026-10-15
Two West Capital Advisors LLC
CLOSED
Shares0 from 4,399
Change-4,399 (-100%)
Value$0 (-$371.8K)
Filed 2026-10-15
Claro Advisors Inc.
CLOSED
Shares0 from 4,391
Change-4,391 (-100%)
Value$0 (-$395.7K)
Filed 2026-11-02
Choreo, LLC
CLOSED
Shares0 from 4,188
Change-4,188 (-100%)
Value$0 (-$377.3K)
Filed 2026-10-28
Norris Perne & French LLP
CLOSED
Shares0 from 4,008
Change-4,008 (-100%)
Value$0 (-$361.1K)
Filed 2026-10-23
LongView Wealth Management
CLOSED
Shares0 from 3,932
Change-3,932 (-100%)
Value$0 (-$354.3K)
Filed 2026-10-19
Vontobel Holding Ltd.
CLOSED
Shares0 from 3,233
Change-3,233 (-100%)
Value$0 (-$291.4K)
Filed 2026-10-16
Matauro, LLC
CLOSED
Shares0 from 2,548
Change-2,548 (-100%)
Value$0 (-$229.6K)
Filed 2026-11-03
Aegis Wealth Management, Inc.
CLOSED
Shares0 from 2,516
Change-2,516 (-100%)
Value$0 (-$226.7K)
Filed 2026-10-26
Cpwa, LLC
CLOSED
Shares0 from 2,436
Change-2,436 (-100%)
Value$0 (-$219.5K)
Filed 2026-11-04
Cyr Financial Inc.
CLOSED
Shares0 from 2,357
Change-2,357 (-100%)
Value$0 (-$212.4K)
Filed 2026-10-16
Allen Capital Group, LLC
CLOSED
Shares0 from 2,300
Change-2,300 (-100%)
Value$0 (-$207.2K)
Filed 2026-10-27
Daymark Wealth Partners, LLC
CLOSED
Shares0 from 2,254
Change-2,254 (-100%)
Value$0 (-$203.1K)
Filed 2026-11-04
Aprio Wealth Management, LLC
CLOSED
Shares0 from 2,250
Change-2,250 (-100%)
Value$0 (-$202.7K)
Filed 2026-10-28
Fifth Third Wealth Advisors LLC
CLOSED
Shares0 from 2,246
Change-2,246 (-100%)
Value$0 (-$202.4K)
Filed 2026-10-22
Harbor Group, Inc.
CLOSED
Shares0 from 2,242
Change-2,242 (-100%)
Value$0 (-$202.0K)
Filed 2026-10-14
Solstein Capital, LLC
CLOSED
Shares0 from 2,005
Change-2,005 (-100%)
Value$0 (-$180.7K)
Filed 2026-11-02
Stone House Investment Management, LLC
CLOSED
Shares0 from 927
Change-927 (-100%)
Value$0 (-$83.5K)
Filed 2026-10-23
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 490
Change-490 (-100%)
Value$0 (-$44.2K)
Filed 2026-10-29
Salem Investment Counselors Inc
CLOSED
Shares0 from 215
Change-215 (-100%)
Value$0 (-$19.4K)
Filed 2026-10-13
Wolff Wiese Magana LLC
CLOSED
Shares0 from 180
Change-180 (-100%)
Value$0 (-$16.2K)
Filed 2026-10-15
Kingdom Financial Group Llc.
CLOSED
Shares0 from 146
Change-146 (-100%)
Value$0 (-$13.2K)
Filed 2026-11-04
MCF Advisors LLC
CLOSED
Shares0 from 122
Change-122 (-100%)
Value$0 (-$11.0K)
Filed 2026-10-28
Cornerstone Planning Group LLC
CLOSED
Shares0 from 120
Change-120 (-100%)
Value$0 (-$10.2K)
Filed 2026-10-16
Wagner Wealth Management, LLC
CLOSED
Shares0 from 103
Change-103 (-100%)
Value$0 (-$9.3K)
Filed 2026-10-21
Sims Investment Management, LLC
CLOSED
Shares0 from 27
Change-27 (-100%)
Value$0 (-$2.4K)
Filed 2026-10-13
Pillar Financial Advisors, LLC
CLOSED
Shares0 from 23
Change-23 (-100%)
Value$0 (-$2.0K)
Filed 2026-10-21
Signature Resources Capital Management, LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$270)
Filed 2026-10-16
AdvisorNet Financial, Inc
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$180)
Filed 2026-10-15
Kozak & Associates, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 (-$8)
Filed 2026-10-29
Burk Holdings LLC
DECREASED
Shares0 from 5
Change-5 (-100%)
Value$36 (-$453)
Filed 2026-11-05
LPL Financial LLC
N/A
Shares— from 13,784,927
Change-13,784,927 (-100%)
Value—
FMR LLC
N/A
Shares— from 9,352,203
Change-9,352,203 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 9,120,665
Change-9,120,665 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 6,731,769
Change-6,731,769 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 5,814,302
Change-5,814,302 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,727,578
Change-5,727,578 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 5,003,440
Change-5,003,440 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 4,978,794
Change-4,978,794 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 4,476,309
Change-4,476,309 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,968,361
Change-2,968,361 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,703,877
Change-2,703,877 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,541,105
Change-2,541,105 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,227,357
Change-2,227,357 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,968,809
Change-1,968,809 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 1,710,162
Change-1,710,162 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,676,083
Change-1,676,083 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,441,981
Change-1,441,981 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 1,436,900
Change-1,436,900 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 1,260,240
Change-1,260,240 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,023,186
Change-1,023,186 (-100%)
Value—
Alvarez & Marsal Private Wealth Partners, LLC
N/A
Shares— from 948,378
Change-948,378 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 936,702
Change-936,702 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 881,712
Change-881,712 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 862,123
Change-862,123 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 680,843
Change-680,843 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 591,843
Change-591,843 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 587,150
Change-587,150 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 494,162
Change-494,162 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 475,171
Change-475,171 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 468,394
Change-468,394 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 467,766
Change-467,766 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 425,489
Change-425,489 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 367,053
Change-367,053 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 318,947
Change-318,947 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 312,443
Change-312,443 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 304,049
Change-304,049 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 299,044
Change-299,044 (-100%)
Value—
Blair William & Co
N/A
Shares— from 284,460
Change-284,460 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 273,682
Change-273,682 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 272,735
Change-272,735 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 272,332
Change-272,332 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 269,223
Change-269,223 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 248,671
Change-248,671 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 234,257
Change-234,257 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 230,119
Change-230,119 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 220,483
Change-220,483 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 205,024
Change-205,024 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 193,846
Change-193,846 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 193,329
Change-193,329 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 192,500
Change-192,500 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 183,279
Change-183,279 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 181,937
Change-181,937 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 179,573
Change-179,573 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 174,879
Change-174,879 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 174,606
Change-174,606 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 170,547
Change-170,547 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 169,479
Change-169,479 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 168,722
Change-168,722 (-100%)
Value—
Headland Capital, LLC
N/A
Shares— from 163,748
Change-163,748 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 162,662
Change-162,662 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 141,035
Change-141,035 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 139,571
Change-139,571 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 138,254
Change-138,254 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 136,617
Change-136,617 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 124,020
Change-124,020 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 123,461
Change-123,461 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 122,228
Change-122,228 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 119,757
Change-119,757 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 117,320
Change-117,320 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 117,000
Change-117,000 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 115,158
Change-115,158 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 114,389
Change-114,389 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 110,363
Change-110,363 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 108,151
Change-108,151 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 105,475
Change-105,475 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 103,903
Change-103,903 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 102,407
Change-102,407 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 100,898
Change-100,898 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 100,627
Change-100,627 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 100,537
Change-100,537 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 99,671
Change-99,671 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 99,066
Change-99,066 (-100%)
Value—
WIN Advisors, Inc
N/A
Shares— from 97,860
Change-97,860 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 95,868
Change-95,868 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 95,215
Change-95,215 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 92,978
Change-92,978 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 90,294
Change-90,294 (-100%)
Value—
Jordan Park Group LLC
N/A
Shares— from 87,114
Change-87,114 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 86,064
Change-86,064 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 83,728
Change-83,728 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 82,582
Change-82,582 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 78,547
Change-78,547 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 78,257
Change-78,257 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 76,179
Change-76,179 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 73,854
Change-73,854 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 70,437
Change-70,437 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 69,457
Change-69,457 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 68,884
Change-68,884 (-100%)
Value—
Balanced Rock Investment Advisors LLC
N/A
Shares— from 67,413
Change-67,413 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 67,122
Change-67,122 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 65,085
Change-65,085 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 63,065
Change-63,065 (-100%)
Value—
JHP Wealth Management, LLC
N/A
Shares— from 63,045
Change-63,045 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 60,747
Change-60,747 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 58,497
Change-58,497 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 57,986
Change-57,986 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 57,066
Change-57,066 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 56,857
Change-56,857 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 56,841
Change-56,841 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 54,660
Change-54,660 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 52,630
Change-52,630 (-100%)
Value—
Collier Financial
N/A
Shares— from 49,390
Change-49,390 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 45,246
Change-45,246 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 43,852
Change-43,852 (-100%)
Value—
Rasp Wealth Solutions, LLC
N/A
Shares— from 43,302
Change-43,302 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 42,572
Change-42,572 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 42,473
Change-42,473 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 41,572
Change-41,572 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 40,797
Change-40,797 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 39,692
Change-39,692 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 38,243
Change-38,243 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 38,021
Change-38,021 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 37,626
Change-37,626 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 37,173
Change-37,173 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 36,690
Change-36,690 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 36,571
Change-36,571 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 35,768
Change-35,768 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 35,397
Change-35,397 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 34,675
Change-34,675 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 34,654
Change-34,654 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 32,470
Change-32,470 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 32,257
Change-32,257 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 32,210
Change-32,210 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 31,166
Change-31,166 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 30,169
Change-30,169 (-100%)
Value—
&partners
N/A
Shares— from 30,009
Change-30,009 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 29,145
Change-29,145 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 28,669
Change-28,669 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 28,231
Change-28,231 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 27,964
Change-27,964 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 27,323
Change-27,323 (-100%)
Value—
Invst, LLC
N/A
Shares— from 27,155
Change-27,155 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 26,298
Change-26,298 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 26,254
Change-26,254 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 26,203
Change-26,203 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 25,755
Change-25,755 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 25,564
Change-25,564 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 25,477
Change-25,477 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 25,112
Change-25,112 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 24,554
Change-24,554 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 24,055
Change-24,055 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 23,865
Change-23,865 (-100%)
Value—
Potentia Wealth
N/A
Shares— from 23,744
Change-23,744 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 23,744
Change-23,744 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 23,395
Change-23,395 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 23,190
Change-23,190 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 22,476
Change-22,476 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 22,097
Change-22,097 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 22,079
Change-22,079 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 21,467
Change-21,467 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 21,070
Change-21,070 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 21,043
Change-21,043 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 20,580
Change-20,580 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 20,050
Change-20,050 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 19,788
Change-19,788 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 19,707
Change-19,707 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 18,883
Change-18,883 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 18,749
Change-18,749 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 18,723
Change-18,723 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 18,268
Change-18,268 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 18,208
Change-18,208 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 17,603
Change-17,603 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 17,497
Change-17,497 (-100%)
Value—
Wealth High Governance Asset Management Ltda.
N/A
Shares— from 17,255
Change-17,255 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 16,296
Change-16,296 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 16,278
Change-16,278 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 16,040
Change-16,040 (-100%)
Value—
Commerce Bank
N/A
Shares— from 15,988
Change-15,988 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 14,882
Change-14,882 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 14,730
Change-14,730 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 14,539
Change-14,539 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 14,509
Change-14,509 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 14,200
Change-14,200 (-100%)
Value—
Nwam LLC
N/A
Shares— from 13,650
Change-13,650 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 13,555
Change-13,555 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 13,360
Change-13,360 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 13,338
Change-13,338 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 13,239
Change-13,239 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 13,020
Change-13,020 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 12,891
Change-12,891 (-100%)
Value—
Robinhood Asset Management, LLC
N/A
Shares— from 12,878
Change-12,878 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 12,686
Change-12,686 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 12,535
Change-12,535 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 12,499
Change-12,499 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 12,425
Change-12,425 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 12,182
Change-12,182 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 12,182
Change-12,182 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 12,135
Change-12,135 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 12,050
Change-12,050 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 11,923
Change-11,923 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 11,651
Change-11,651 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 11,447
Change-11,447 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 11,406
Change-11,406 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 11,252
Change-11,252 (-100%)
Value—
Stephens Inc
N/A
Shares— from 11,215
Change-11,215 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 11,212
Change-11,212 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 10,560
Change-10,560 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 10,402
Change-10,402 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 10,157
Change-10,157 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 10,141
Change-10,141 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 10,070
Change-10,070 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 9,973
Change-9,973 (-100%)
Value—
Betterment LLC
N/A
Shares— from 9,902
Change-9,902 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 9,705
Change-9,705 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 9,664
Change-9,664 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 9,111
Change-9,111 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 8,962
Change-8,962 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 8,659
Change-8,659 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 8,469
Change-8,469 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 8,396
Change-8,396 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 8,394
Change-8,394 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 8,390
Change-8,390 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 8,277
Change-8,277 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 8,092
Change-8,092 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 8,075
Change-8,075 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 8,011
Change-8,011 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 7,789
Change-7,789 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 7,734
Change-7,734 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 7,730
Change-7,730 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 7,614
Change-7,614 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 7,285
Change-7,285 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 7,032
Change-7,032 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 7,006
Change-7,006 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 6,953
Change-6,953 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 6,814
Change-6,814 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 6,783
Change-6,783 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 6,479
Change-6,479 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 6,479
Change-6,479 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 6,347
Change-6,347 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 6,121
Change-6,121 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 6,065
Change-6,065 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 6,060
Change-6,060 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 5,880
Change-5,880 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 5,693
Change-5,693 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 5,637
Change-5,637 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 5,605
Change-5,605 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 5,597
Change-5,597 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 5,559
Change-5,559 (-100%)
Value—
Jackson Wealth Management, LLC
N/A
Shares— from 5,534
Change-5,534 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 5,410
Change-5,410 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 5,312
Change-5,312 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 5,305
Change-5,305 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 5,248
Change-5,248 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 5,240
Change-5,240 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 5,205
Change-5,205 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 5,108
Change-5,108 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 5,054
Change-5,054 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 4,944
Change-4,944 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 4,921
Change-4,921 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 4,870
Change-4,870 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 4,845
Change-4,845 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 4,829
Change-4,829 (-100%)
Value—
Clear Investment Research, LLC
N/A
Shares— from 4,822
Change-4,822 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 4,745
Change-4,745 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 4,735
Change-4,735 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 4,633
Change-4,633 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 4,577
Change-4,577 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 4,534
Change-4,534 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 4,522
Change-4,522 (-100%)
Value—
MB Generational Wealth, LLC
N/A
Shares— from 4,484
Change-4,484 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 4,371
Change-4,371 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 4,312
Change-4,312 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 4,232
Change-4,232 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 4,101
Change-4,101 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 4,036
Change-4,036 (-100%)
Value—
10Elms LLP
N/A
Shares— from 3,860
Change-3,860 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 3,698
Change-3,698 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 3,687
Change-3,687 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 3,671
Change-3,671 (-100%)
Value—
Bank of Marin
N/A
Shares— from 3,611
Change-3,611 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 3,590
Change-3,590 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 3,552
Change-3,552 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 3,550
Change-3,550 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 3,542
Change-3,542 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 3,521
Change-3,521 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 3,488
Change-3,488 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 3,431
Change-3,431 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 3,429
Change-3,429 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 3,416
Change-3,416 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 3,322
Change-3,322 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 3,233
Change-3,233 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 3,232
Change-3,232 (-100%)
Value—
Sagewood Asset Management LP
N/A
Shares— from 3,110
Change-3,110 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 3,034
Change-3,034 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 3,013
Change-3,013 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 2,982
Change-2,982 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 2,953
Change-2,953 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 2,892
Change-2,892 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 2,859
Change-2,859 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 2,850
Change-2,850 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 2,765
Change-2,765 (-100%)
Value—
Chokshi & Queen Wealth Advisors, Inc
N/A
Shares— from 2,752
Change-2,752 (-100%)
Value—
Barnett & Company, Inc.
N/A
Shares— from 2,751
Change-2,751 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 2,710
Change-2,710 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 2,690
Change-2,690 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 2,659
Change-2,659 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 2,614
Change-2,614 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 2,606
Change-2,606 (-100%)
Value—
Partners in Financial Planning
N/A
Shares— from 2,588
Change-2,588 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 2,573
Change-2,573 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 2,517
Change-2,517 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 2,508
Change-2,508 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 2,476
Change-2,476 (-100%)
Value—
Legacy PCG, LLC
N/A
Shares— from 2,436
Change-2,436 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 2,431
Change-2,431 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 2,398
Change-2,398 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 2,382
Change-2,382 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 2,367
Change-2,367 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 2,341
Change-2,341 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 2,322
Change-2,322 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 2,284
Change-2,284 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 2,264
Change-2,264 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 2,263
Change-2,263 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 2,085
Change-2,085 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 1,743
Change-1,743 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 1,539
Change-1,539 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,475
Change-1,475 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,271
Change-1,271 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 1,205
Change-1,205 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 1,114
Change-1,114 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,030
Change-1,030 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 897
Change-897 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 810
Change-810 (-100%)
Value—
Centrica Wealth Management, LLC
N/A
Shares— from 713
Change-713 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 684
Change-684 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 629
Change-629 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 628
Change-628 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 611
Change-611 (-100%)
Value—
Luken Investment Analytics, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 580
Change-580 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 557
Change-557 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 554
Change-554 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 546
Change-546 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 529
Change-529 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 515
Change-515 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 514
Change-514 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 497
Change-497 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 475
Change-475 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 462
Change-462 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 400
Change-400 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 389
Change-389 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 353
Change-353 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 350
Change-350 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 300
Change-300 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 287
Change-287 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 281
Change-281 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 220
Change-220 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 197
Change-197 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 173
Change-173 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 166
Change-166 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 155
Change-155 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 155
Change-155 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 151
Change-151 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 141
Change-141 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 129
Change-129 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 114
Change-114 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 101
Change-101 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 91
Change-91 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 89
Change-89 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 29
Change-29 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 14
Change-14 (-100%)
Value—
Status
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED7,724,6437,364,726+359,917+5%$663.6M$649.5M-$14.1M2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED6,273,2305,948,776+324,454+5%$522.5M$534.8M+$12.2M2026-10-13
Vantagepoint Investment Advisers LLC
DECREASED3,203,3953,438,541-235,146-7%$309.8M$269.3M-$40.5M2026-10-26
Bank of New York Mellon Corp
INCREASED2,025,9661,971,842+54,124+3%$177.7M$170.3M-$7.3M2026-11-05
Commonwealth Equity Services, LLC
INCREASED1,099,9731,081,551+18,422+2%$97.4M$92.5M-$5.0M2026-11-02
Independence Asset Advisors, LLC
INCREASED986,930982,557+4,373+0%$88.5M$83.0M-$5.5M2026-10-23
Kestra Advisory Services, LLC
INCREASED899,891415,333+484,558+117%$37.4M$75.7M+$38.2M2026-11-02
Demars Financial Group, LLC
INCREASED776,231733,638+42,593+6%$66.1M$65.3M-$835.3K2026-10-22
Compass Ion Advisors, LLC
INCREASED774,286762,357+11,929+2%$68.7M$65.1M-$3.6M2026-10-23
Evensky & Katz LLC
DECREASED764,289765,065-7760%$68.9M$64.3M-$4.7M2026-10-27
Paragon Capital Management Ltd
DECREASED693,911698,569-4,658-1%$62.9M$58.3M-$4.6M2026-10-09
First Command Advisory Services, Inc.
DECREASED679,5451,146,360-466,815-41%$103.3M$57.1M-$46.1M2026-11-05
SAX Wealth Advisors, LLC
INCREASED663,646542,051+121,595+22%$40.8M$55.8M+$15.0M2026-10-13
Jnba Financial Advisors
INCREASED526,219196,648+329,571+168%$17.7M$44.2M+$26.5M2026-11-03
Milestone Investment Advisors LLC
DECREASED523,871533,994-10,123-2%$48.1M$44.0M-$4.1M2026-11-05
Union Savings Bank
INCREASED494,027491,653+2,374+0%$44.3M$41.5M-$2.8M2026-10-14
Wealth Management Resources, Inc.
INCREASED490,734478,990+11,744+2%$43.2M$41.3M-$1.9M2026-10-21
Alpine Bank Wealth Management
INCREASED478,017466,176+11,841+3%$42.0M$40.2M-$1.8M2026-10-16
Wealth Enhancement Trust Services, Inc.
DECREASED404,480422,624-18,144-4%$38.1M$34.0M-$4.1M2026-10-07
Cambridge Investment Research Advisors, Inc.
DECREASED395,713435,886-40,173-9%$39.3M$33.3M-$6.0M2026-11-02
Truist Financial Corp
DECREASED391,453467,672-76,219-16%$42.1M$32.9M-$9.2M2026-10-30
Ballast, Inc.
INCREASED388,010368,869+19,141+5%$33.2M$32.6M-$611.2K2026-10-20
Evergreen Capital Management LLC
INCREASED358,209353,193+5,016+1%$31.8M$30.1M-$1.7M2026-10-23
Orgel Wealth Management, LLC
DECREASED345,076395,689-50,613-13%$35.7M$29.0M-$6.6M2026-10-14
Fifth Third Bancorp
DECREASED326,577386,618-60,041-16%$34.8M$27.5M-$7.4M2026-11-05
Clearview Wealth Management LLC
DECREASED297,474402,989-105,515-26%$36.3M$25.4M-$10.9M2026-10-16
Summit Wealth Group LLC / Co
DECREASED271,946305,169-33,223-11%$27.5M$22.9M-$4.6M2026-10-29
Redhawk Wealth Advisors, Inc.
INCREASED263,103253,355+9,748+4%$22.8M$22.1M-$705.6K2026-10-14
Creative Financial Designs Inc
INCREASED239,398218,789+20,609+9%$19.7M$20.1M+$415.6K2026-11-04
Thrivent Financial for Lutherans
DECREASED235,630387,541-151,911-39%$34.9M$19.9M-$15.0M2026-11-05
Graves Light Lenhart Wealth, Inc.
DECREASED234,840242,025-7,185-3%$21.8M$19.7M-$2.1M2026-10-09
Focus Financial Network, Inc.
INCREASED225,172217,531+7,641+4%$19.6M$18.9M-$667.2K2026-10-14
Burns Matteson Capital Management, LLC
INCREASED224,909219,926+4,983+2%$19.8M$18.9M-$905.0K2026-10-16
Farther Finance Advisors, LLC
INCREASED223,724148,265+75,459+51%$13.4M$18.8M+$5.5M2026-10-08
Stackstone Wealth, LLC
NEW222,226—+222,226——$18.7M—2026-10-19
Crusonia Wealth Advisors LLC
INCREASED218,437208,288+10,149+5%$18.8M$18.4M-$400.5K2026-10-26
Vestor Capital, LLC
INCREASED208,83856,204+152,634+272%$10.4K$9.6K-$8322026-11-04
Davidson Capital Management Inc.
DECREASED204,842205,685-8430%$18.5M$17.2M-$1.3M2026-10-15
Lido Advisors, LLC
INCREASED203,968179,395+24,573+14%$16.2M$17.1M+$986.2K2026-11-04
Cresta Advisors, Ltd.
DECREASED198,193241,946-43,753-18%$21.8M$16.7M-$5.1M2026-10-14
RFG Advisory, LLC
INCREASED194,920178,931+15,989+9%$16.1M$16.4M+$267.2K2026-11-03
Prevail Innovative Wealth Advisors, LLC
INCREASED194,563192,698+1,865+1%$17.4M$16.6M-$783.4K2026-10-20
Keybank National Association
INCREASED192,729173,436+19,293+11%$15.6M$16.2M+$578.1K2026-11-04
Sterling Group Wealth Management, LLC
DECREASED191,780193,281-1,501-1%$17.4M$16.1M-$1.3M2026-11-03
Hoese & Co LLP
DECREASED163,108164,782-1,674-1%$14.8M$13.7M-$1.1M2026-10-21
Sage Mountain Advisors LLC
DECREASED156,392160,030-3,638-2%$14.4M$13.1M-$1.3M2026-11-02
Symphony Financial, Ltd. Co.
INCREASED155,654153,926+1,728+1%$13.7M$13.2M-$497.4K2026-10-22
Cornerstone Wealth Management, LLC
INCREASED150,892148,333+2,559+2%$13.4M$12.7M-$677.8K2026-11-04
Sierra Ocean, LLC
DECREASED150,491220,001-69,510-32%$19.8M$12.7M-$7.2M2026-11-03
Compass Financial Group, Inc. (Ohio)
INCREASED149,694122,757+26,937+22%$11.1M$12.6M+$1.5M2026-10-19
Lynx Investment Advisory
INCREASED148,608140,854+7,754+6%$12.7M$12.5M-$196.0K2026-10-27
Concurrent Investment Advisors, LLC
INCREASED145,484117,960+27,524+23%$10.6M$12.2M+$1.6M2026-10-16
Integrity Investment Advisors, LLC
INCREASED144,968135,497+9,471+7%$12.2M$12.2M-$19.4K2026-11-03
Citigroup Inc
INCREASED136,697122,355+14,342+12%$11.0M$11.5M+$469.3K2026-11-04
Schwallier Wealth Management LLC
DECREASED135,856166,099-30,243-18%$15.0M$11.4M-$3.5M2026-11-05
Cedar Mountain Advisors, LLC
DECREASED133,741141,770-8,029-6%$12.8M$11.2M-$1.5M2026-10-15
Concord Wealth Partners
INCREASED130,428127,686+2,742+2%$11.5M$11.0M-$538.1K2026-11-02
Owl Creek Wealth Partners LLC
INCREASED129,963129,537+426+0%$11.7M$10.9M-$744.0K2026-10-20
Santori & Peters, Inc.
INCREASED129,422121,746+7,676+6%$11.0M$10.9M-$87.5K2026-10-26
Creative Planning
INCREASED129,156123,801+5,355+4%$11.2M$10.9M-$295.0K2026-11-02
Certified Advisory Corp
INCREASED128,080124,635+3,445+3%$11.2M$10.8M-$460.7K2026-10-29
Artesa Financial Group, LLC
INCREASED122,673117,849+4,824+4%$10.6M$10.3M-$303.9K2026-10-29
Endowment Wealth Management, Inc.
INCREASED117,890106,985+10,905+10%$9.6M$9.9M+$272.9K2026-11-03
Elevation Capital Advisory, LLC
DECREASED116,387117,218-831-1%$10.6M$9.8M-$775.5K2026-10-29
Legacy Private Trust Co.
DECREASED115,644118,348-2,704-2%$10.7M$9.7M-$939.8K2026-10-06
Family Capital Management, Inc.
INCREASED114,603110,110+4,493+4%$9.9M$9.6M-$285.1K2026-11-03
Vaquero Private Wealth, LTD
DECREASED111,932123,228-11,296-9%$11.1M$9.4M-$1.7M2026-10-27
Trilogy Capital Inc.
INCREASED109,486106,343+3,143+3%$9.6M$9.2M-$375.9K2026-10-20
Asset Allocation Strategies LLC
INCREASED106,446100,441+6,005+6%$9.0M$8.9M-$99.8K2026-10-20
Keystone Global Partners, LLC
NEW106,321—+106,321——$8.9M—2026-10-13
Flagship Private Wealth, LLC
INCREASED106,004103,895+2,109+2%$9.4M$8.9M-$448.1K2026-11-05
Eagle Strategies LLC
INCREASED105,476101,803+3,673+4%$9.2M$8.9M-$304.0K2026-10-16
GLR Partners, LLC
INCREASED105,47394,636+10,837+11%$8.5M$8.9M+$341.5K2026-11-04
Park Avenue Securities LLC
DECREASED103,872340,277-236,405-69%$30.7M$8.7M-$21.9M2026-10-26
Fidelity D & D Bancorp Inc
INCREASED103,79699,028+4,768+5%$8.9M$8.7M-$195.3K2026-11-05
Henshaw Capital LLC
UNCHANGED100,000100,00000%$9.0M$8.4M-$602.0K2026-11-03
Performa Ltd (US), LLC
DECREASED95,83996,887-1,048-1%$8.7M$8.1M-$671.3K2026-11-05
Dynamic Wealth Strategies, LLC
DECREASED92,96093,951-991-1%$8.5M$7.8M-$648.9K2026-10-16
Vigilare Wealth Management
DECREASED91,542195,028-103,486-53%$17.6M$7.7M-$9.9M2026-10-29
MGO One Seven LLC
INCREASED90,32988,376+1,953+2%$8.0M$7.6M-$367.8K2026-10-28
United Community Bank
INCREASED89,72076,985+12,735+17%$6.9M$7.5M+$607.3K2026-10-28
Park Edge Advisors, LLC
DECREASED89,266139,544-50,278-36%$12.6M$7.5M-$5.1M2026-10-28
Northwest Financial Advisors
INCREASED86,71986,604+115+0%$7.8M$7.3M-$511.7K2026-10-27
Wingate Wealth Advisors, Inc.
INCREASED86,49378,339+8,154+10%$7.1M$7.3M+$214.0K2026-10-26
Beaumont Asset Management, L.L.C.
DECREASED84,20584,339-1340%$7.6M$7.1M-$519.0K2026-10-16
Kestra Private Wealth Services, LLC
INCREASED83,72478,777+4,947+6%$7.1M$7.0M-$58.3K2026-10-30
Weaver Consulting Group
INCREASED82,75878,105+4,653+6%$7.0M$7.0M-$79.0K2026-10-07
TSG Advice Partners, LLC
NEW82,050—+82,050——$7.4M—2026-10-29
First Security Investment Management, Inc.
DECREASED81,16286,291-5,129-6%$7.8M$6.8M-$950.7K2026-11-05
Well Done, LLC
DECREASED80,06383,944-3,881-5%$7.6M$6.7M-$831.7K2026-10-20
IFP Advisors, Inc
INCREASED79,48754,424+25,063+46%$4.9M$6.7M+$1.8M2026-10-16
Provenance Wealth Advisors, LLC
INCREASED76,88263,568+13,314+21%$5.7M$6.5M+$736.7K2026-10-30
Fiduciary Alliance LLC
INCREASED76,65270,064+6,588+9%$6.3M$6.4M+$132.2K2026-10-13
Berkeley, Inc
INCREASED76,52075,790+730+1%$6.8M$6.4M-$394.9K2026-10-20
KPP Advisory Services LLC
DECREASED75,09879,574-4,476-6%$7.2M$6.3M-$855.4K2026-10-26
Indivisible Partners
INCREASED72,05869,889+2,169+3%$6.3M$6.1M-$238.4K2026-10-26
Onyx Bridge Wealth Group LLC
INCREASED71,46069,212+2,248+3%$6.2M$6.0M-$227.7K2026-10-16
Flagship Harbor Advisors, LLC
INCREASED70,14168,140+2,001+3%$6.1M$5.9M-$242.0K2026-10-26
Family Investment Center, Inc.
DECREASED69,006535,311-466,305-87%$48.2M$5.8M-$42.4M2026-10-19
Vise Technologies, Inc.
INCREASED68,08165,806+2,275+3%$5.9M$5.7M-$204.9K2026-10-29
Nikulski Financial, Inc.
DECREASED66,11073,792-7,682-10%$6.6M$5.6M-$1.1M2026-11-06
Perryman Financial Advisory Inc
INCREASED66,01763,686+2,331+4%$5.7M$5.6M-$187.4K2026-10-16
Integrity Alliance, Llc.
DECREASED64,29767,048-2,751-4%$6.0M$5.4M-$634.9K2026-10-29
Lionshead Wealth Management, LLC
DECREASED63,49869,332-5,834-8%$6.2M$5.3M-$907.9K2026-10-21
Prota Financial, LLC
INCREASED63,06157,724+5,337+9%$5.1M$5.4M+$218.9K2026-10-08
Parallel Advisors, LLC
DECREASED62,25862,463-2050%$5.6M$5.2M-$393.4K2026-11-03
High Net Worth Advisory Group LLC
DECREASED59,76061,134-1,374-2%$5.5M$5.0M-$483.6K2026-10-26
Clear Creek Financial Management, LLC
INCREASED59,60157,701+1,900+3%$5.2M$5.0M-$187.6K2026-10-28
Dynamic Advisor Solutions LLC
INCREASED59,17750,643+8,534+17%$4.6M$5.0M+$412.6K2026-10-13
Montag A & Associates Inc
DECREASED58,90760,299-1,392-2%$5.4M$5.0M-$480.0K2026-10-29
Avior Wealth Management, LLC
DECREASED57,84457,991-1470%$5.2M$4.9M-$361.5K2026-10-13
Sigma Planning Corp
DECREASED57,53386,420-28,887-33%$7.8M$4.8M-$2.9M2026-10-23
Fortune Financial Group, Inc.
INCREASED54,42052,427+1,993+4%$4.7M$4.6M-$148.0K2026-10-22
Cerro Pacific Wealth Advisors LLC
INCREASED54,19251,921+2,271+4%$4.7M$4.6M-$121.6K2026-10-22
Capital Advisors, Ltd. LLC
INCREASED53,83252,980+852+2%$4.8K$4.5M+$4.5M2026-10-27
Kroeger Financial Partners
DECREASED53,40154,984-1,583-3%$5.0M$4.5M-$464.1K2026-10-19
XY Planning Network, Inc.
INCREASED53,00748,694+4,313+9%$4.4M$4.5M+$69.5K2026-10-14
Uptick Partners, LLC
INCREASED52,26347,068+5,195+11%$4.2M$4.4M+$153.4K2026-11-04
J.W. Cole Advisors, Inc.
DECREASED50,48051,291-811-2%$4.6M$4.2M-$377.0K2026-11-05
Topor & Co. Korea
INCREASED50,05149,918+133+0%$4.5M$4.2M-$289.3K2026-10-22
Prospera Financial Services Inc
INCREASED49,80149,482+319+1%$4.5M$4.1M-$326.4K2026-11-04
Private Trust Co NA
DECREASED48,39748,522-1250%$4.4M$4.1M-$302.6K2026-10-20
Wetzel Investment Advisors, Inc.
DECREASED47,62949,439-1,810-4%$4.5M$4.0M-$449.8K2026-10-13
BNB Wealth Management, LLC
INCREASED47,31046,035+1,275+3%$4.1M$4.0M-$169.9K2026-10-28
Providence First Trust Co
DECREASED46,40762,403-15,996-26%$5.6M$3.9M-$1.7M2026-11-02
Lmcg Investments, LLC
DECREASED45,85047,414-1,564-3%$4.3M$3.9M-$416.9K2026-10-21
DBK Financial Counsel, LLC
NEW44,828—+44,828——$3.8M—2026-10-13
Verum Partners LLC
DECREASED43,84248,283-4,441-9%$4.4M$3.7M-$664.0K2026-10-21
Platform Technology Partners
INCREASED41,12534,949+6,176+18%$3.1M$3.5M+$308.9K2026-11-02
Centerpoint Advisory Group
INCREASED39,83233,731+6,101+18%$3.0M$3.3M+$309.9K2026-10-23
HUB Investment Partners, LLC
DECREASED39,55839,795-237-1%$3.6M$3.3M-$259.5K2026-11-03
Visionary Wealth Advisors
INCREASED38,69434,537+4,157+12%$3.1M$3.3M+$141.6K2026-11-04
Wisconsin Wealth Advisors, LLC
INCREASED38,42438,275+149+0%$3.4M$3.2M-$217.9K2026-10-08
Moneco Advisors, LLC
INCREASED37,55133,318+4,233+13%$3.0M$3.2M+$155.3K2026-11-05
D.A. Davidson & Co.
INCREASED37,22933,678+3,551+11%$3.0M$3.1M+$95.8K2026-10-28
Burns J W & Co Inc
INCREASED36,98736,808+179+0%$3.3M$3.1M-$206.5K2026-10-20
Trinity Wealth Management, LLC
INCREASED36,10235,770+332+1%$3.2M$3.0M-$187.4K2026-10-13
Virginia Estate & Retirement Planning Advisors Inc.
NEW35,903—+35,903——$3.0M—2026-10-14
GC Wealth Management RIA, LLC
DECREASED35,82936,786-957-3%$3.3M$3.0M-$301.9K2026-11-02
Childress Capital Advisors, LLC
NEW34,162—+34,162——$2.9M—2026-10-28
Kentucky Trust Co
DECREASED33,95534,100-1450%$3.1M$2.9M-$217.5K2026-10-15
Citizens Financial Group Inc
INCREASED33,26721,827+11,440+52%$2.0M$2.8M+$830.5K2026-10-23
Patriot Financial Group Insurance Agency, LLC
INCREASED30,53327,916+2,617+9%$2.5M$2.6M+$52.0K2026-10-14
Bell Bank
UNCHANGED30,21630,21600%$2.7M$2.5M-$181.9K2026-10-21
Mather Group, Llc.
DECREASED29,86429,914-500%$2.7M$2.5M-$184.3K2026-10-14
TD Waterhouse Canada Inc.
INCREASED29,34126,744+2,597+10%$2.4M$2.5M+$113.5K2026-10-16
RVW Wealth, LLC
DECREASED29,06929,600-531-2%$2.7M$2.4M-$222.8K2026-10-06
Mayfair Advisory Group, LLC
DECREASED28,36228,378-160%$2.4M$2.4M-$21.7K2026-10-20
Meridian Financial Advisors, LLC
INCREASED28,11627,589+527+2%$2.5M$2.4M-$121.8K2026-10-14
GHP Investment Advisors, Inc.
DECREASED28,01528,965-950-3%$2.6M$2.4M-$254.2K2026-10-15
Bath Savings Trust Co
INCREASED27,83224,088+3,744+16%$2.2M$2.3M+$169.8K2026-10-07
Glass Jacobson Investment Advisors llc
DECREASED27,73428,037-303-1%$2.5M$2.3M-$194.3K2026-10-26
Crestwood Advisors Group, LLC
INCREASED27,62327,424+199+1%$2.5M$2.3M-$148.4K2026-10-27
Intrua Financial, LLC
DECREASED27,46531,896-4,431-14%$2.9M$2.3M-$564.5K2026-10-28
Atria Investments, Inc
INCREASED27,43626,321+1,115+4%$2.4M$2.3M-$64.6K2026-10-15
Delta Wealth Advisors LLC
INCREASED26,40724,745+1,662+7%$2.2M$2.2M-$9.2K2026-10-09
Fragasso Financial Advisors Inc
DECREASED26,21926,601-382-1%$2.4M$2.3M-$146.4K2026-10-13
Sherman Wealth Management LLC
INCREASED26,16020,975+5,185+25%$1.9M$2.2M+$309.7K2026-10-16
HF Advisory Group, LLC
INCREASED26,09825,543+555+2%$2.3M$2.2M-$107.1K2026-10-09
Perigon Wealth Management, LLC
INCREASED25,97811,764+14,214+121%$1.1M$2.2M+$1.1M2026-10-22
Sage Investment Counsel LLC
INCREASED25,19422,745+2,449+11%$2.0M$2.1M+$68.9K2026-10-26
Chicago Partners Investment Group LLC
INCREASED24,68123,118+1,563+7%$2.0M$2.0M+$81.6K2026-10-27
Hartford Financial Management Inc.
DECREASED24,42924,602-173-1%$2.2M$2.1M-$162.7K2026-10-21
Tsfg, LLC
DECREASED24,22591,991-67,766-74%$8.3M$2.0K-$8.3M2026-10-23
Members Wealth LLC
INCREASED23,62922,976+653+3%$2.1M$2.0M-$56.7K2026-10-20
Brookstone Capital Management
INCREASED23,56617,663+5,903+33%$1.6M$2.0M+$390.1K2026-10-22
Wealthcare Advisory Partners LLC
DECREASED23,10829,714-6,606-22%$2.7M$1.9M-$734.3K2026-10-21
ERn Financial, LLC
INCREASED22,73522,598+137+1%$2.0M$1.9M-$124.5K2026-10-28
Tempus Wealth Planning, LLC
DECREASED22,10226,852-4,750-18%$2.4M$1.9M-$561.0K2026-10-14
Diversify Wealth Management, LLC
INCREASED21,79821,616+182+1%$1.8M$1.9M+$12.0K2026-10-20
Diversify Advisory Services, LLC
INCREASED21,79821,616+182+1%$1.8M$1.9M+$12.0K2026-10-20
Larson Financial Group LLC
INCREASED21,39419,896+1,498+8%$1.8M$1.8M+$6.1K2026-11-05
Fifth Third Securities, Inc.
INCREASED21,18017,323+3,857+22%$1.6M$1.8M+$220.0K2026-10-21
BCS Wealth Management
INCREASED20,84820,748+100+0%$1.9M$1.8M-$116.5K2026-11-03
Davenport & Co LLC
DECREASED20,81421,059-245-1%$1.9M$1.8M-$147.4K2026-10-14
Brighton Jones LLC
INCREASED20,39417,046+3,348+20%$1.5M$1.7M+$179.0K2026-11-03
Assetmark, Inc
INCREASED20,07817,174+2,904+17%$1.5M$1.7M+$140.8K2026-10-21
Bauman Advisory Group, LLC
UNCHANGED19,68019,68000%$1.8M$1.7M-$118.5K2026-10-29
HB Wealth Management, LLC
INCREASED19,43311,279+8,154+72%$1.0M$1.6M+$617.7K2026-10-23
Parsons Capital Management Inc
DECREASED19,26129,775-10,514-35%$2.7M$1.6M-$1.1M2026-10-28
Intelligence Driven Advisers, LLC
UNCHANGED19,26019,26000%$1.7M$1.6M-$115.9K2026-10-09
NorthCrest Asset Manangement, LLC
DECREASED18,67619,047-371-2%$1.7M$1.6M-$74.8K2026-10-13
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED18,59518,787-192-1%$1.7M$1.6M-$129.2K2026-10-27
Breakwater Capital Group
DECREASED18,13018,154-240%$1.6M$1.5M-$111.3K2026-10-09
Apollon Financial, LLC
INCREASED18,11318,110+3+0%$1.6M$1.5M-$108.8K2026-10-23
Investors Research Corp
DECREASED18,08019,403-1,323-7%$1.7M$1.5M-$228.0K2026-10-07
WealthPlan Investment Management, LLC
INCREASED17,46916,946+523+3%$1.5M$1.5M-$58.1K2026-10-15
Sovran Advisors, LLC
INCREASED17,46217,047+415+2%$1.4M$1.5M+$62.7K2026-11-02
Absolute Capital Management, LLC
DECREASED17,13620,977-3,841-18%$1.9M$1.4M-$449.2K2026-10-16
Sage Capital Management, LLC
DECREASED17,07717,078-10%$1.5M$1.4M-$103.1K2026-10-20
Tandem Capital Management Corp
INCREASED16,94516,845+100+1%$1.5M$1.4M-$93.0K2026-10-22
Key FInancial Inc
DECREASED16,90217,605-703-4%$1.6M$1.4M-$165.1K2026-11-02
Optivise Advisory Services LLC
DECREASED16,72417,159-435-3%$1.5M$1.4M-$139.9K2026-10-19
Fiscal Wisdom Wealth Management, LLC
INCREASED16,32615,839+487+3%$1.4M$1.4M-$54.4K2026-10-16
FSA Wealth Partners, Inc.
DECREASED16,02332,064-16,041-50%$2.9M$1.3M-$1.5M2026-10-26
Sagace Wealth Management LLC
DECREASED15,98020,291-4,311-21%$1.8M$1.3M-$484.6K2026-10-28
Wedbush Securities Inc
DECREASED15,90519,361-3,456-18%$1.7M$1.3K-$1.7M2026-10-22
Hazlett, Burt & Watson, Inc.
INCREASED15,46315,173+290+2%$707.7K$686.6K-$21.0K2026-11-04
Stonehearth Capital Management, LLC
DECREASED15,36815,583-215-1%$1.4M$1.3M-$111.9K2026-10-13
Wealth Group Ltd
INCREASED15,07812,811+2,267+18%$1.2M$1.3M+$125.3K2026-10-07
MSH Capital Advisors LLC
DECREASED15,01115,156-145-1%$1.4M$1.3M-$103.4K2026-11-03
Legacy Advisors, LLC
UNCHANGED15,00015,00000%$1.4M$1.3M-$90.3K2026-10-19
Cadent Capital Advisors, LLC
DECREASED14,95293,062-78,110-84%$8.4M$1.3M-$7.1M2026-10-09
Summit Investment Advisors, Inc.\KS
DECREASED14,66215,213-551-4%$1.4M$1.2M-$137.9K2026-11-05
Foundry Financial LLC
DECREASED14,59114,953-362-2%$1.3M$1.2M-$120.5K2026-10-16
Sheets Smith Wealth Management
DECREASED14,52214,824-302-2%$1.3M$1.2M-$114.6K2026-10-16
Greenwood Gearhart LLC
DECREASED14,37314,623-250-2%$1.3M$1.2M-$109.0K2026-11-02
Kraematon Investment Advisors, Inc
INCREASED14,29113,921+370+3%$1.3M$1.2M-$52.7K2026-11-02
Advanced Asset Management Advisors Inc
INCREASED13,83113,745+86+1%$1.2M$1.2M-$75.5K2026-10-20
Tortoise Investment Management, LLC
DECREASED13,57413,846-272-2%$1.2M$1.1M-$106.2K2026-11-06
Kingswood Wealth Advisors, LLC
DECREASED13,55714,267-710-5%$1.3M$1.1M-$145.6K2026-10-23
Seamount Financial Group Inc
DECREASED13,43314,408-975-7%$1.3M$1.1M-$168.8K2026-10-21
Cullen T Bankers, Inc.
DECREASED13,23316,827-3,594-21%$1.5M$1.1M-$403.5K2026-10-28
Total Clarity Wealth Management, Inc.
DECREASED13,19321,296-8,103-38%$1.9M$1.1M-$809.5K2026-10-26
Arthur M. Cohen & Associates, LLC
UNCHANGED13,09013,09000%$1.2M$1.1M-$78.8K2026-10-26
Tenet Wealth Partners, LLC
INCREASED12,64710,233+2,414+24%$870.2K$1.1M+$193.1K2026-10-19
Independent Financial Group, LLC
INCREASED12,43612,353+83+1%$1.1M$1.0M-$67.4K2026-10-13
Oppenheimer & Co Inc
DECREASED12,35412,505-151-1%$1.1M$1.0M-$88.0K2026-10-26
Focused Alpha, LLC
DECREASED12,25015,126-2,876-19%$1.4M$1.0M-$332.9K2026-10-20
Redwood Financial Network Corp
INCREASED12,06211,947+115+1%$1.1M$1.0M-$62.2K2026-11-03
Crescent Grove Advisors, LLC
UNCHANGED12,03512,03500%$1.1M$1.0M-$72.5K2026-10-21
Founders Financial Securities LLC
INCREASED11,9353,575+8,360+234%$322.1K$1.0M+$681.4K2026-10-28
Curtis Advisory Group, LLC
UNCHANGED11,82611,82600%$1.1M$994.3K-$71.2K2026-10-28
Waldron Private Wealth LLC
DECREASED11,56811,653-85-1%$1.0M$972.6K-$77.3K2026-11-02
Dupree Financial Group, LLC
INCREASED11,44111,140+301+3%$1.0M$961.9K-$41.9K2026-10-09
Fortitude Advisory Group L.L.C.
INCREASED10,6618,471+2,190+26%$763.2K$896.4K+$133.2K2026-10-15
Glenview Trust Co
INCREASED10,36410,258+106+1%$924.2K$871.4K-$52.8K2026-10-28
HBW Advisory Services LLC
INCREASED10,35010,231+119+1%$921.9K$870.3K-$51.6K2026-10-15
Signaturefd, LLC
INCREASED10,33910,217+122+1%$920.6K$869.3K-$51.2K2026-10-23
Pinnacle Associates LTD
DECREASED10,09910,210-111-1%$919.9K$849.1K-$70.8K2026-10-20
EverSource Wealth Advisors, LLC
DECREASED10,08110,397-316-3%$936.8K$847.6K-$89.2K2026-11-04
Steele Capital Management, Inc.
UNCHANGED10,07410,07400%$907.6K$847.0K-$60.6K2026-11-02
Foster Group, Inc.
DECREASED9,86510,964-1,099-10%$987.8K$829.5K-$158.4K2026-10-13
Ridgeline Wealth Planning, LLC
INCREASED9,8509,666+184+2%$870.9K$828.2K-$42.7K2026-10-29
Richmond Investment Services, LLC
INCREASED9,7249,613+111+1%$866.2K$817.6K-$48.6K2026-10-29
Savant Capital, LLC
INCREASED9,5948,974+620+7%$808.6K$806.7K-$1.9K2026-11-06
Lunt Capital Management, Inc.
UNCHANGED9,5199,51900%$857.7K$800.4K-$57.3K2026-10-30
International Assets Investment Management, LLC
DECREASED9,31210,492-1,180-11%$933.6K$790.8K-$142.8K2026-11-02
Maseco LLP
UNCHANGED9,2969,29600%$837.5K$781.8K-$55.7K2026-10-27
Reyes Financial Architecture, Inc.
UNCHANGED9,1529,15200%$824.6K$769.5K-$55.1K2026-10-22
Flagship Wealth Advisors, LLC
UNCHANGED8,9068,90600%$802.4K$748.8K-$53.6K2026-11-03
Harbor Asset Planning, Inc.
INCREASED8,5828,576+6+0%$772.7K$721.6K-$51.1K2026-10-23
PFG Advisors
INCREASED8,5398,537+2+0%$769.1K$717.9K-$51.2K2026-10-16
Ascentis Independent Advisors
NEW8,179—+8,179——$687.7K—2026-11-03
Olistico Wealth, LLC
DECREASED8,1408,157-170%$735.0K$684.4K-$50.6K2026-10-05
Abundance Wealth Counselors
UNCHANGED8,1068,10600%$730.4K$681.6K-$48.8K2026-10-26
Bryn Mawr Trust Advisors, LLC
UNCHANGED7,8087,80800%$703.5K$656.5K-$47.0K2026-11-04
WealthBridge Capital Management, LLC
INCREASED7,7517,306+445+6%$658.3K$651.7K-$6.6K2026-10-16
Andina Capital Management, LLC
INCREASED7,7326,576+1,156+18%$592.5K$650.1K+$57.6K2026-10-21
Optima Capital LLC
INCREASED7,5997,027+572+8%$633.1K$638.9K+$5.8K2026-10-29
Mission Wealth Management, LP
DECREASED7,4308,614-1,184-14%$776.1K$624.7K-$151.4K2026-10-15
Verdence Capital Advisors LLC
INCREASED7,2827,231+51+1%$651.5K$612.3K-$39.2K2026-10-26
Redwood Family Wealth LLC
INCREASED7,2347,233+1+0%$651.8K$608.3K-$43.5K2026-10-20
Riggs Asset Managment Co. Inc.
DECREASED7,16223,980-16,818-70%$2.2M$602.2K-$1.6M2026-11-05
Carlson Financial, Inc.
DECREASED7,1197,233-114-2%$651.7K$598.6K-$53.1K2026-11-05
Argus Investors' Counsel, Inc.
INCREASED7,0926,726+366+5%$606.0K$596.3K-$9.7K2026-10-09
Sowell Financial Services LLC
DECREASED7,0537,756-703-9%$698.8K$593.0K-$105.8K2026-10-23
Rossby Financial, LCC
DECREASED6,9739,258-2,285-25%$834.1K$586.2K-$247.9K2026-11-05
Ballast Rock Private Wealth LLC
INCREASED6,9403,865+3,075+80%$348.3K$583.5K+$235.2K2026-10-26
Advisory Solutions Group, LLC
DECREASED6,90322,086-15,183-69%$2.0M$580.4K-$1.4M2026-10-14
Seven Mile Advisory
UNCHANGED6,8646,86400%$618.4K$577.1K-$41.3K2026-10-22
Tcfg Investment Advisors, LLC
DECREASED6,7837,019-236-3%$632.4K$570.3K-$62.1K2026-10-20
1900 Wealth Management LLC
INCREASED6,7216,720+1+0%$605.5K$565.1K-$40.4K2026-10-13
Invariant Investment Management
INCREASED6,6016,600+1+0%$584.2K$560.2K-$24.0K2026-10-08
Compound Planning, Inc.
DECREASED6,56514,676-8,111-55%$1.3M$552.0K-$770.3K2026-11-05
Johnson Financial Group, LLC
INCREASED6,5064,086+2,420+59%$368.1K$547.0K+$178.9K2026-11-03
Capital Investment Advisory Services, LLC
INCREASED6,4334,039+2,394+59%$363.9K$540.9K+$177.0K2026-10-30
New England Private Wealth Advisors LLC
NEW6,300—+6,300——$529.7K—2026-10-19
True North Advisors, LLC
UNCHANGED6,2786,27800%$565.6K$527.9K-$37.8K2026-10-22
Spire Wealth Management
DECREASED6,2537,783-1,530-20%$701.2K$525.7K-$175.5K2026-10-30
Guardian Asset Advisors, LLC
INCREASED6,1706,161+9+0%$555.0K$518.8K-$36.3K2026-10-16
Retireful, LLC
INCREASED6,1345,336+798+15%$480.8K$515.7K+$35.0K2026-10-09
ATX Financial Planning, LLC
DECREASED6,1056,209-104-2%$559.4K$513.3K-$46.1K2026-10-14
Carnegie Investment Counsel
NEW6,061—+6,061——$509.6K—2026-10-20
Triumph Capital Management
NEW5,977—+5,977——$502.5K—2026-10-14
Oppenheimer Asset Management Inc.
DECREASED5,8845,925-41-1%$533.8K$494.7K-$39.1K2026-10-27
Soltis Investment Advisors LLC
DECREASED5,8046,241-437-7%$562.3K$488.0K-$74.3K2026-10-28
Badgley Phelps Wealth Managers, LLC
INCREASED5,5592,722+2,837+104%$245.3K$467.4K+$222.1K2026-10-22
Cottage Street Advisors LLC
NEW5,524—+5,524——$464.5K—2026-10-19
Biltmore Family Office, LLC
UNCHANGED5,5005,50000%$495.6K$462.4K-$33.1K2026-11-03
Signal Advisors Wealth, LLC
INCREASED5,4474,627+820+18%$416.9K$458.0K+$41.1K2026-10-13
Galvin, Gaustad & Stein, LLC
INCREASED5,4065,404+2+0%$486.9K$454.6K-$32.3K2026-10-08
Capital Asset Advisory Services LLC
DECREASED5,3919,959-4,568-46%$897.3K$452.0K-$445.3K2026-10-30
Latitude Advisors, LLC
INCREASED5,3275,309+18+0%$478.3K$447.9K-$30.4K2026-10-27
55 North Private Wealth, LLC
DECREASED5,3235,394-71-1%$486.0K$447.6K-$38.4K2026-10-20
KDK Private Wealth Management, LLC
DECREASED5,3108,015-2,705-34%$722.1K$446.4K-$275.7K2026-11-03
West Wealth Group, LLC
INCREASED5,2435,233+10+0%$471.5K$440.8K-$30.7K2026-10-14
US Bancorp \de\
DECREASED5,1756,697-1,522-23%$603.4K$435.1K-$168.3K2026-11-05
Financial Advisory Corp
INCREASED5,1505,141+9+0%$463.2K$433.0K-$30.2K2026-10-14
Quantum Financial Partners LLC
INCREASED5,1253,925+1,200+31%$353.6K$430.9K+$77.3K2026-10-19
Stevens Capital Partners
NEW5,011—+5,011——$421.3K—2026-10-29
Valeo Financial Advisors, LLC
INCREASED5,0094,842+167+3%$436.3K$421.2K-$15.1K2026-10-08
ARQ Wealth Advisors, LLC
UNCHANGED4,8054,80500%$409.0K$404.0K-$5.0K2026-10-29
Avaii Wealth Management, LLC
INCREASED4,7954,495+300+7%$405.0K$406.9K+$1.9K2026-10-09
Lanark Financial, Inc.
DECREASED4,7214,895-174-4%$441.1K$397.0K-$44.1K2026-10-26
Wespac Advisors, LLC
UNCHANGED4,7184,71800%$425.1K$396.7K-$28.4K2026-10-26
WJ Wealth Management, LLC
UNCHANGED4,6854,68500%$422.1K$393.9K-$28.2K2026-11-03
Verus Capital Partners, LLC
NEW4,553—+4,553——$382.8K—2026-11-03
Integrity Advisory Solutions, LLC
INCREASED4,4513,745+706+19%$337.5K$374.3K+$36.8K2026-10-29
Calamos Wealth Management LLC
UNCHANGED4,4034,40300%$396.7K$370.2K-$26.5K2026-11-02
Lantern Wealth Advisors, LLC
DECREASED4,3394,451-112-3%$401.0K$364.9K-$36.2K2026-10-22
Midwest Trust Co
UNCHANGED4,3314,33100%$390.2K$364.2K-$26.1K2026-10-22
AMG National Trust Bank
UNCHANGED4,3004,30000%$387.4K$361.5K-$25.9K2026-11-05
Aegon USA Investment Management, LLC
UNCHANGED4,2704,27000%$384.7K$359.0K-$25.7K2026-10-30
Maltin Wealth Management, Inc.
UNCHANGED4,2694,26900%$384.6K$358.9K-$25.7K2026-10-13
VestGen Advisors, LLC
INCREASED4,2484,247+1+0%$382.6K$357.2K-$25.5K2026-10-27
Titleist Asset Management, LLC
UNCHANGED4,2074,20700%$379.0K$353.7K-$25.3K2026-10-08
Prosperity Financial Group, Inc.
DECREASED4,1864,531-345-8%$408.3K$352.0K-$56.3K2026-10-29
Diversified Enterprises, LLC
DECREASED4,1234,131-80%$372.2K$346.7K-$25.6K2026-10-19
Commonwealth Financial Services, LLC
DECREASED4,1024,710-608-13%$424.3K$344.9K-$79.5K2026-10-20
BCU Wealth Advisors, LLC
INCREASED4,0254,020+5+0%$362.2K$338.5K-$23.8K2026-10-16
Armbruster Capital Management, Inc.
UNCHANGED4,0004,00000%$360.4K$336.3K-$24.1K2026-10-19
McAdam, LLC
NEW3,869—+3,869——$325.3K—2026-10-21
Parkside Financial Bank & Trust
INCREASED3,8293,824+5+0%$344.6K$322.0K-$22.6K2026-10-27
Everhart Financial Group, Inc.
UNCHANGED3,7953,79500%$341.9K$319.1K-$22.8K2026-10-08
Courier Capital LLC
UNCHANGED3,7823,78200%$340.8K$318.0K-$22.8K2026-10-19
Hager Investment Management Services, LLC
UNCHANGED3,7423,74200%$337.2K$314.6K-$22.5K2026-11-04
MBE Wealth Management, LLC
INCREASED3,7292,409+1,320+55%$217.0K$313.5K+$96.5K2026-10-26
Wealth Architects, LLC
NEW3,694—+3,694——$310.6K—2026-11-03
Convergence Financial, LLC
DECREASED3,673112,754-109,081-97%$10.2M$308.8K-$9.9M2026-10-27
WealthCare Investment Partners, LLC
DECREASED3,6653,710-45-1%$334.3K$308.2K-$26.1K2026-11-05
Novem Group
INCREASED3,6393,635+4+0%$327.5K$306.0K-$21.6K2026-10-19
Adamsbrown Wealth Consultants LLC
UNCHANGED3,6323,63200%$327.2K$305.4K-$21.9K2026-10-20
Single Point Partners, LLC
INCREASED3,6063,599+7+0%$324.3K$303.2K-$21.2K2026-10-19
Opus Financial Solutions LLC
UNCHANGED3,5453,54500%$319.4K$298.1K-$21.3K2026-11-06
Spinnaker Investment Group, LLC
DECREASED3,5053,521-160%$317.2K$294.7K-$22.5K2026-10-13
LVZ, Inc.
UNCHANGED3,4313,43100%$309.1K$288.5K-$20.7K2026-10-20
MassMutual Private Wealth & Trust, FSB
DECREASED3,3784,143-765-18%$373.3K$284.0K-$89.3K2026-10-05
Guerra PAN Advisors, LLC
UNCHANGED3,3163,31600%$298.8K$279.5K-$19.3K2026-10-26
CoreCap Advisors, LLC
INCREASED3,2493,150+99+3%$283.8K$273.2K-$10.6K2026-10-08
Hibernia Wealth Partners, LLC
UNCHANGED3,2373,23700%$291.7K$272.2K-$19.5K2026-10-29
Joel Isaacson & Co., LLC
UNCHANGED3,2203,22000%$290.1K$270.7K-$19.4K2026-11-05
Indiana Trust & Investment Management Co
UNCHANGED3,2093,20900%$289.1K$269.8K-$19.3K2026-10-22
Simplicity Wealth,LLC
DECREASED3,1596,345-3,186-50%$571.7K$265.6K-$306.1K2026-10-23
Prime Capital Investment Advisors, LLC
INCREASED3,1463,145+1+0%$283.4K$264.5K-$18.9K2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
DECREASED3,1393,175-36-1%$286.0K$263.9K-$22.1K2026-10-23
B. Riley Wealth Advisors, Inc.
DECREASED3,1319,863-6,732-68%$875.8K$263.3K-$612.5K2026-10-13
McKinley Carter Wealth Services, Inc.
DECREASED3,0413,367-326-10%$303.3K$255.7K-$47.7K2026-10-16
Professional Financial Advisors, LLC
INCREASED3,0392,951+88+3%$265.9K$255.5K-$10.4K2026-10-13
Total Wealth Planning & Management, Inc.
UNCHANGED3,0203,02000%$272.1K$253.9K-$18.2K2026-10-23
Decision Investments, Inc
UNCHANGED3,0183,01800%$271.9K$253.8K-$18.2K2026-10-07
Almanack Investment Partners, Llc.
DECREASED2,9803,433-453-13%$309.3K$250.6K-$58.8K2026-11-03
Financial Security Advisor, Inc.
INCREASED2,9602,955+5+0%$266.2K$248.9K-$17.4K2026-11-03
Creekside Partners
UNCHANGED2,9602,96000%$266.7K$248.9K-$17.8K2026-11-04
Fullerton Advisors, LLC
INCREASED2,9152,910+5+0%$262.2K$245.1K-$17.1K2026-10-14
Avantax Planning Partners, Inc.
INCREASED2,8602,337+523+22%$210.6K$240.5K+$29.9K2026-11-03
Abel Hall, LLC
DECREASED2,8523,432-580-17%$309.2K$239.8K-$69.4K2026-10-19
Trek Financial, LLC
DECREASED2,8207,812-4,992-64%$703.9K$237.1K-$466.8K2026-10-29
AlphaStar Capital Management, LLC
UNCHANGED2,7742,77400%$249.9K$233.2K-$16.7K2026-10-16
RMR Wealth Builders
INCREASED2,7662,464+302+12%$222.0K$232.5K+$10.5K2026-10-22
North Point Portfolio Managers Corp
NEW2,701—+2,701——$227.1K—2026-10-07
BAR Harbor Wealth Management
NEW2,700—+2,700——$227.0K—2026-10-21
GW Henssler & Associates LTD
NEW2,683—+2,683——$225.6K—2026-10-26
Ritholtz Wealth Management
UNCHANGED2,6812,68100%$241.5K$225.4K-$16.1K2026-11-05
Apollon Wealth Management, LLC
DECREASED2,6413,218-577-18%$290.0K$222.0K-$67.9K2026-10-23
Root Financial Partners, LLC
INCREASED2,5982,299+299+13%$207.2K$218.5K+$11.3K2026-10-21
Signature Estate & Investment Advisors LLC
DECREASED2,5875,404-2,817-52%$486.9K$217.5K-$269.4K2026-10-13
Crown Wealth Group, LLC
INCREASED2,5782,480+98+4%$223.4K$216.8K-$6.7K2026-10-19
Strategic Advisors LLC
UNCHANGED2,5742,57400%$231.9K$216.4K-$15.5K2026-10-13
Kathmere Capital Management, LLC
NEW2,572—+2,572——$216.3K—2026-10-20
Covenant Asset Management, LLC
UNCHANGED2,5672,56700%$231.3K$215.8K-$15.5K2026-10-14
CGC Financial Services, LLC
UNCHANGED2,5602,56000%$230.7K$215.2K-$15.4K2026-10-13
Allspring Global Investments Holdings, LLC
UNCHANGED2,5222,52200%$222.0K$213.8K-$8.2K2026-11-04
AlphaCore Capital LLC
INCREASED2,5191,114+1,405+126%$100.3K$211.8K+$111.4K2026-11-04
Essex LLC
DECREASED2,5062,619-113-4%$236.0K$210.7K-$25.3K2026-10-14
Leelyn Smith, LLC
NEW2,503—+2,503——$210.5K—2026-11-03
Basso Capital Management, L.P.
NEW2,467—+2,467——$207.4K—2026-10-30
Sima Wealth Partners, LLC
UNCHANGED2,4622,46200%$221.9K$207.0K-$14.8K2026-10-19
Curry Webb Wealth Management LLC
UNCHANGED2,4582,45800%$221.5K$221.5K$02026-10-22
Pennsylvania Capital Management Inc
UNCHANGED2,4242,42400%$218.4K$203.8K-$14.6K2026-11-05
GFS Advisors, LLC
UNCHANGED2,4152,41500%$202.7K$203.0K+$3302026-11-03
Gaddis Premier Wealth Advisors LLC
DECREASED2,4122,613-201-8%$235.4K$202.8K-$32.6K2026-10-29
Outlook Wealth Advisors, LLC
UNCHANGED2,4022,40200%$216.4K$202.0K-$14.5K2026-10-28
Sarver Vrooman Wealth Advisors
INCREASED2,2092,138+71+3%$190.8K$185.7K-$5.1K2026-10-01
Balentine LLC
NEW2,164—+2,164——$181.9K—2026-11-03
GK Wealth Management LLC
DECREASED2,1112,323-212-9%$209.3K$177.5K-$31.8K2026-10-09
Ashton Thomas Private Wealth, LLC
DECREASED2,1052,163-58-3%$194.9K$177.0K-$17.9K2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED2,0759,282-7,207-78%$836.3K$174.5K-$661.8K2026-10-14
Dhjj Financial Advisors, Ltd.
UNCHANGED1,6561,65600%$149.2K$139.2K-$9.9K2026-10-23
Bokf, NA
DECREASED1,6144,321-2,707-63%$389.3K$135.7K-$253.6K2026-10-27
Portfolio Resources Advisor Group, Inc.
UNCHANGED1,5561,55600%$140.2K$130.8K-$9.4K2026-10-20
Global Trust Asset Management, LLC
DECREASED1,4902,730-1,240-45%$246.0K$125.3K-$120.7K2026-10-19
Nova Financial LLC
NEW1,419—+1,419——$119.3K—2026-11-04
Valley National Advisers Inc
UNCHANGED1,4031,40300%$126.4K$118.0K-$8.4K2026-10-23
Nvwm, LLC
NEW1,351—+1,351——$113.6K—2026-10-14
Beacon Investment Advisory Services, Inc.
UNCHANGED1,2431,24300%$112.0K$104.5K-$7.5K2026-10-13
Creative Capital Management Investments LLC
UNCHANGED1,1701,17000%$105.4K$98.4K-$7.0K2026-10-28
Richards, Merrill & Peterson, Inc.
UNCHANGED1,1651,16500%$105.0K$98.0K-$7.0K2026-10-19
Independence Bank of Kentucky
UNCHANGED1,1141,11400%$100.4K$93.7K-$6.7K2026-10-26
MTM Investment Management, LLC
UNCHANGED1,1001,10000%$99.1K$92.5K-$6.6K2026-10-30
SYM Financial Corp
INCREASED1,055566+489+86%$51.0K$88.7K+$37.7K2026-10-26
Noble Wealth Management PBC
UNCHANGED1,0501,05000%$94.6K$88.3K-$6.3K2026-10-01
Investment Research & Advisory Group, Inc.
UNCHANGED1,0111,01100%$91.1K$85.0K-$6.1K2026-10-19
CX Institutional
UNCHANGED96696600%$87$81-$62026-10-02
Pinnacle Bancorp, Inc.
INCREASED928927+1+0%$83.5K$78.0K-$5.5K2026-10-21
Arvest Investments, Inc.
NEW821—+821——$69.0K—2026-10-21
Adirondack Trust Co
UNCHANGED81881800%$73.7K$68.8K-$4.9K2026-10-14
Center for Financial Planning, Inc.
INCREASED766597+169+28%$53.8K$64.4K+$10.6K2026-10-26
Armstrong Advisory Group, Inc
DECREASED736789-53-7%$71.1K$61.9K-$9.2K2026-10-09
Salomon & Ludwin, LLC
UNCHANGED69169100%$61.5K$58.1K-$3.4K2026-10-29
Reap Financial Group, LLC
INCREASED533532+1+0%$47.9K$44.8K-$3.1K2026-11-02
Silver Grove Financial Group, Inc.
INCREASED52767+460+687%$6.0K$44.3K+$38.3K2026-11-05
Burkett Financial Services, LLC
INCREASED504503+1+0%$45.3K$42.4K-$3.0K2026-10-01
Family Capital Trust Co
UNCHANGED50450400%$45.4K$42.4K-$3.0K2026-10-22
Highline Wealth Partners LLC
UNCHANGED49349300%$44.4K$41.5K-$3.0K2026-10-19
Signature Equity Partners, LLC
DECREASED411651-240-37%$58.7K$34.5K-$24.2K2026-10-29
William Mack & Associates, Inc.
NEW400—+400——$33.6K—2026-10-27
Bell Investment Advisors, Inc
INCREASED370369+1+0%$33.2K$31.1K-$2.2K2026-10-29
Ascentis Wealth Management, LLC
UNCHANGED34334300%$30.9K$28.8K-$2.1K2026-11-03
Tompkins Financial Corp
NEW300—+300——$25.2K—2026-10-05
Pacific Center for Financial Services
UNCHANGED28228200%$25.4K$23.7K-$1.7K2026-10-15
Pinnacle Wealth Planning Services, Inc.
UNCHANGED26026000%$23.5K$21.9K-$1.6K2026-10-27
First Horizon Corp
UNCHANGED25525500%$23.0K$21.4K-$1.5K2026-10-26
Central Trust Co
UNCHANGED22622600%$20.4K$19.0K-$1.4K2026-11-05
Cape Investment Advisory, Inc.
UNCHANGED22522500%$20.3K$18.9K-$1.4K2026-10-13
Compass Wealth Management LLC
NEW204—+204——$17.2K—2026-10-22
Madden Securities Corp
NEW200—+200——$16.8K—2026-10-27
Pension & Wealth Management Advisors, Inc.
UNCHANGED19019000%$17.1K$16.0K-$1.1K2026-10-16
Abound Wealth Management
UNCHANGED18918900%$17.0K$15.9K-$1.1K2026-10-26
Moisand Fitzgerald Tamayo, LLC
UNCHANGED18818800%$16.9K$15.8K-$1.1K2026-10-15
Pathway Financial Advisers, LLC
NEW187—+187——$15.7K—2026-10-27
Plante Moran Financial Advisors, LLC
UNCHANGED18318300%$16.4K$15.3K-$1.1K2026-11-04
Cdkv Holdings LLC
UNCHANGED17817800%$16.0K$15.0K-$1.1K2026-10-28
Register Financial Advisors LLC
NEW162—+162——$13.6K—2026-10-23
Nvest Wealth Strategies, Inc.
NEW151—+151——$12.7K—2026-10-14
Golden State Wealth Management, LLC
DECREASED135181-46-25%$16.3K$11.4K-$5.0K2026-11-02
Whipplewood Advisors, LLC
NEW133—+133——$11.2K—2026-10-20
1620 Investment Advisors, Inc.
DECREASED131166-35-21%$15.0K$11.0K-$3.9K2026-11-04
Godsey & Gibb, Inc
NEW118—+118——$9.9K—2026-10-14
Cassaday & Co Wealth Management LLC
NEW116—+116——$9.8K—2026-10-27
City State Bank
UNCHANGED11111100%$10.0K$9.3K-$6682026-10-20
Centerpoint Advisors, LLC
UNCHANGED10210200%$9$9$02026-11-05
Bullock Wealth Management Group
UNCHANGED10110100%$9.0K$8.5K-$4082026-10-09
Halbert Hargrove Global Advisors, LLC
UNCHANGED929200%$8.3K$7.7K-$5542026-10-16
Bayban
UNCHANGED878700%$7.8K$7.8K$02026-11-05
Bfsg, LLC
UNCHANGED808000%$7.2K$6.7K-$4812026-10-30
Nemes Rush Group LLC
UNCHANGED787800%$7.0K$6.5K-$4542026-11-04
Lloyd Advisory Services, Llc.
DECREASED733,375-3,302-98%$304.1K$6.1K-$298.0K2026-11-02
Hughes Financial Services, LLC
UNCHANGED707000%$6.3K$5.9K-$3692026-10-30
Evermay Wealth Management LLC
UNCHANGED626200%$5.6K$5.2K-$3742026-11-05
IMG Wealth Management, Inc.
DECREASED55111-56-50%$10.0K$4.6K-$5.4K2026-10-27
Gamma Investing LLC
UNCHANGED545400%$4.9K$4.5K-$3252026-10-08
Asset Dedication, LLC
UNCHANGED525200%$4.7K$4.4K-$3132026-11-03
Nfsg Corp
NEW44—+44——$3.7K—2026-10-15
Buck Wealth Strategies, LLC
NEW32—+32——$2.7K—2026-10-28
Versant Capital Management, Inc
UNCHANGED323200%$2.9K$2.7K-$1922026-10-02
Vermillion Wealth Management, Inc.
NEW28—+28——$2.4K—2026-10-26
Westside Investment Management, Inc.
UNCHANGED171700%$1.5K$1.4K-$1032026-11-02
FinArc Investments, Inc.
NEW16—+16——$1.3K—2026-10-14
Trust Co of Vermont
UNCHANGED131300%$1.2K$1.1K-$782026-10-21
Jacobi Capital Management LLC
NEW7—+7——$589—2026-11-05
Barrett & Company, Inc.
UNCHANGED6600%$546$510-$362026-10-22
Townsend Asset Management Corp
UNCHANGED3300%$270$253-$172026-10-29
TD Private Client Wealth LLC
NEW2—+2——$168—2026-10-28
Elyxium Wealth, LLC
NEW1—+1——$60—2026-10-27
Jefferies Financial Group Inc.
CLOSED0378,345-378,345-100%$34.1M$0-$34.1M2026-11-05
Capstone Wealth Management Group, LLC
CLOSED0151,133-151,133-100%$13.6M$0-$13.6M2026-11-05
WBH Advisory Inc
CLOSED051,841-51,841-100%$4.7M$0-$4.7M2026-11-05
Silverlake Wealth Management LLC
CLOSED011,959-11,959-100%$1.1M$0-$1.1M2026-10-21
Axxcess Wealth Management, LLC
CLOSED09,959-9,959-100%$897.3K$0-$897.3K2026-10-21
RDA Financial Network
CLOSED09,609-9,609-100%$865.8K$0-$865.8K2026-10-15
Strategic Blueprint, LLC
CLOSED09,006-9,006-100%$811.4K$0-$811.4K2026-10-22
Avidian Wealth Enterprises, LLC
CLOSED08,428-8,428-100%$759.4K$0-$759.4K2026-10-08
Milestone Asset Management, LLC
CLOSED05,719-5,719-100%$515.3K$0-$515.3K2026-10-15
Two West Capital Advisors LLC
CLOSED04,399-4,399-100%$371.8K$0-$371.8K2026-10-15
Claro Advisors Inc.
CLOSED04,391-4,391-100%$395.7K$0-$395.7K2026-11-02
Choreo, LLC
CLOSED04,188-4,188-100%$377.3K$0-$377.3K2026-10-28
Norris Perne & French LLP
CLOSED04,008-4,008-100%$361.1K$0-$361.1K2026-10-23
LongView Wealth Management
CLOSED03,932-3,932-100%$354.3K$0-$354.3K2026-10-19
Vontobel Holding Ltd.
CLOSED03,233-3,233-100%$291.4K$0-$291.4K2026-10-16
Matauro, LLC
CLOSED02,548-2,548-100%$229.6K$0-$229.6K2026-11-03
Aegis Wealth Management, Inc.
CLOSED02,516-2,516-100%$226.7K$0-$226.7K2026-10-26
Cpwa, LLC
CLOSED02,436-2,436-100%$219.5K$0-$219.5K2026-11-04
Cyr Financial Inc.
CLOSED02,357-2,357-100%$212.4K$0-$212.4K2026-10-16
Allen Capital Group, LLC
CLOSED02,300-2,300-100%$207.2K$0-$207.2K2026-10-27
Daymark Wealth Partners, LLC
CLOSED02,254-2,254-100%$203.1K$0-$203.1K2026-11-04
Aprio Wealth Management, LLC
CLOSED02,250-2,250-100%$202.7K$0-$202.7K2026-10-28
Fifth Third Wealth Advisors LLC
CLOSED02,246-2,246-100%$202.4K$0-$202.4K2026-10-22
Harbor Group, Inc.
CLOSED02,242-2,242-100%$202.0K$0-$202.0K2026-10-14
Solstein Capital, LLC
CLOSED02,005-2,005-100%$180.7K$0-$180.7K2026-11-02
Stone House Investment Management, LLC
CLOSED0927-927-100%$83.5K$0-$83.5K2026-10-23
Spectrum Wealth Advisory Group, LLC
CLOSED0490-490-100%$44.2K$0-$44.2K2026-10-29
Salem Investment Counselors Inc
CLOSED0215-215-100%$19.4K$0-$19.4K2026-10-13
Wolff Wiese Magana LLC
CLOSED0180-180-100%$16.2K$0-$16.2K2026-10-15
Kingdom Financial Group Llc.
CLOSED0146-146-100%$13.2K$0-$13.2K2026-11-04
MCF Advisors LLC
CLOSED0122-122-100%$11.0K$0-$11.0K2026-10-28
Cornerstone Planning Group LLC
CLOSED0120-120-100%$10.2K$0-$10.2K2026-10-16
Wagner Wealth Management, LLC
CLOSED0103-103-100%$9.3K$0-$9.3K2026-10-21
Sims Investment Management, LLC
CLOSED027-27-100%$2.4K$0-$2.4K2026-10-13
Pillar Financial Advisors, LLC
CLOSED023-23-100%$2.0K$0-$2.0K2026-10-21
Signature Resources Capital Management, LLC
CLOSED03-3-100%$270$0-$2702026-10-16
AdvisorNet Financial, Inc
CLOSED02-2-100%$180$0-$1802026-10-15
Kozak & Associates, Inc.
CLOSED000—$8$0-$82026-10-29
Burk Holdings LLC
DECREASED05-5-100%$489$36-$4532026-11-05
LPL Financial LLC
N/A—13,784,927-13,784,927-100%$1.2B———
FMR LLC
N/A—9,352,203-9,352,203-100%$842.6M———
Ameriprise Financial Inc
N/A—9,120,665-9,120,665-100%$821.9M———
Envestnet Asset Management Inc
N/A—6,731,769-6,731,769-100%$606.5M———
Wells Fargo & Company
N/A—5,814,302-5,814,302-100%$523.9M———
Morgan Stanley
N/A—5,727,578-5,727,578-100%$516.1M———
Bank of America Corp
N/A—5,003,440-5,003,440-100%$450.8M———
Heritage Wealth Advisors
N/A—4,978,794-4,978,794-100%$448.6M———
Raymond James Financial Inc
N/A—4,476,309-4,476,309-100%$403.3M———
Jones Financial Companies Lllp
N/A—2,968,361-2,968,361-100%$257.8M———
Osaic Holdings, Inc.
N/A—2,703,877-2,703,877-100%$243.7M———
Northwestern Mutual Wealth Management Co
N/A—2,541,105-2,541,105-100%$229.0M———
Royal Bank of Canada
N/A—2,227,357-2,227,357-100%$200.7M———
MML Investors Services, LLC
N/A—1,968,809-1,968,809-100%$177.4M———
Sfmg, LLC
N/A—1,710,162-1,710,162-100%$154.1M———
UBS Group AG
N/A—1,676,083-1,676,083-100%$151.0M———
Cetera Investment Advisers
N/A—1,441,981-1,441,981-100%$129.9M———
Equitable Holdings, Inc.
N/A—1,436,900-1,436,900-100%$129.5M———
NorthCoast Asset Management LLC
N/A—1,260,240-1,260,240-100%$113.5M———
Stifel Financial Corp
N/A—1,023,186-1,023,186-100%$92.2M———
Alvarez & Marsal Private Wealth Partners, LLC
N/A—948,378-948,378-100%$85.4M———
Madison Asset Management, LLC
N/A—936,702-936,702-100%$84.4M———
PNC Financial Services Group, Inc.
N/A—881,712-881,712-100%$79.4M———
JPMorgan Chase & Co
N/A—862,123-862,123-100%$76.6M———
Rockefeller Capital Management L.P.
N/A—680,843-680,843-100%$61.3M———
Perennial Investment Advisors, LLC
N/A—591,843-591,843-100%$53.3M———
Tulsa Wealth Advisors, Inc
N/A—587,150-587,150-100%$52.9M———
Private Advisor Group, LLC
N/A—494,162-494,162-100%$44.5M———
Baltimore-Washington Financial Advisors, Inc.
N/A—475,171-475,171-100%$42.8M———
Sequoia Financial Advisors, LLC
N/A—468,394-468,394-100%$42.2M———
Stratos Wealth Partners, Ltd.
N/A—467,766-467,766-100%$42.1M———
Baird Financial Group, Inc.
N/A—425,489-425,489-100%$38.3M———
Bluespring Wealth Management, LLC
N/A—367,053-367,053-100%$33.1M———
HighTower Advisors, LLC
N/A—318,947-318,947-100%$28.7M———
Goldman Sachs Group Inc
N/A—312,443-312,443-100%$28.2M———
Rollins Financial Advisors, LLC
N/A—304,049-304,049-100%$27.4M———
Snowden Capital Advisors LLC
N/A—299,044-299,044-100%$26.9M———
Blair William & Co
N/A—284,460-284,460-100%$25.6M———
Cresset Asset Management, LLC
N/A—273,682-273,682-100%$24.7M———
Mariner, LLC
N/A—272,735-272,735-100%$24.6M———
SouthState Bank Corp
N/A—272,332-272,332-100%$24.5M———
Waverly Advisors, LLC
N/A—269,223-269,223-100%$24.3M———
Cozad Asset Management Inc
N/A—248,671-248,671-100%$22.4M———
Global Retirement Partners, LLC
N/A—234,257-234,257-100%$21.1M———
IHT Wealth Management, LLC
N/A—230,119-230,119-100%$20.7M———
Harbour Investments, Inc.
N/A—220,483-220,483-100%$19.9M———
MOR Wealth Management, LLC
N/A—205,024-205,024-100%$18.5M———
Sound View Wealth Advisors Group, LLC
N/A—193,846-193,846-100%$17.5M———
EP Wealth Advisors, LLC
N/A—193,329-193,329-100%$17.4M———
Nomura Asset Management Co LTD
N/A—192,500-192,500-100%$17.3M———
BNP Paribas Financial Markets
N/A—183,279-183,279-100%$16.5M———
Janney Montgomery Scott LLC
N/A—181,937-181,937-100%$16.4M———
Kingsview Wealth Management, LLC
N/A—179,573-179,573-100%$16.2M———
Core Wealth Advisors, Inc.
N/A—174,879-174,879-100%$15.8M———
Quantinno Capital Management LP
N/A—174,606-174,606-100%$15.7M———
Cerity Partners LLC
N/A—170,547-170,547-100%$15.4M———
Sanctuary Advisors, LLC
N/A—169,479-169,479-100%$15.3M———
TD Capital Management LLC
N/A—168,722-168,722-100%$15.2M———
Headland Capital, LLC
N/A—163,748-163,748-100%$14.8M———
NewEdge Advisors, LLC
N/A—162,662-162,662-100%$14.7M———
Strategies Wealth Advisors, LLC
N/A—141,035-141,035-100%$12.7M———
Focus Partners Advisor Solutions, LLC
N/A—139,571-139,571-100%$12.6M———
Ruggaard & Associates LLC
N/A—138,254-138,254-100%$12.5M———
Essex Financial Services, Inc.
N/A—136,617-136,617-100%$12.3M———
Geneos Wealth Management Inc.
N/A—124,020-124,020-100%$11.2M———
Serenus Wealth Advisors, LLC
N/A—123,461-123,461-100%$11.1M———
Focus Partners Wealth
N/A—122,228-122,228-100%$11.0M———
Stonebridge Financial Planning Group, LLC
N/A—119,757-119,757-100%$10.8M———
WCG Wealth Advisors LLC
N/A—117,320-117,320-100%$10.6M———
Orion Porfolio Solutions, LLC
N/A—117,000-117,000-100%$10.5M———
Invesco Ltd.
N/A—115,158-115,158-100%$10.4M———
Allworth Financial LP
N/A—114,389-114,389-100%$10.3M———
NewEdge Wealth, LLC
N/A—110,363-110,363-100%$9.9M———
MAI Capital Management
N/A—108,151-108,151-100%$9.7M———
NorthRock Partners, LLC
N/A—105,475-105,475-100%$9.5M———
Merit Financial Group, LLC
N/A—103,903-103,903-100%$9.4M———
Natixis Advisors, LLC
N/A—102,407-102,407-100%$9.2M———
Wealthspire Retirement, LLC
N/A—100,898-100,898-100%$9.1M———
Beacon Pointe Advisors, LLC
N/A—100,627-100,627-100%$9.1M———
IFG Advisory, LLC
N/A—100,537-100,537-100%$9.1M———
Cedar Wealth Management, LLC
N/A—99,671-99,671-100%$9.0M———
Integrated Wealth Concepts LLC
N/A—99,066-99,066-100%$8.9M———
WIN Advisors, Inc
N/A—97,860-97,860-100%$8.8M———
Thoroughbred Financial Services, LLC
N/A—95,868-95,868-100%$8.6M———
Qube Research & Technologies Ltd
N/A—95,215-95,215-100%$8.6M———
Envestnet Portfolio Solutions, Inc.
N/A—92,978-92,978-100%$8.4M———
Captrust Financial Advisors
N/A—90,294-90,294-100%$8.1M———
Jordan Park Group LLC
N/A—87,114-87,114-100%$7.8M———
Savvy Advisors, Inc.
N/A—86,064-86,064-100%$7.8M———
Leavell Investment Management, Inc.
N/A—83,728-83,728-100%$7.5M———
Money Concepts Capital Corp
N/A—82,582-82,582-100%$7.4M———
Ausdal Financial Partners, Inc.
N/A—78,547-78,547-100%$7.1M———
Landing Point Financial Group, LLC
N/A—78,257-78,257-100%$7.1M———
Ameritas Advisory Services, LLC
N/A—76,179-76,179-100%$6.9M———
OakTrust Wealth Advisors, LLC
N/A—73,854-73,854-100%$6.7M———
AQR Capital Management LLC
N/A—70,437-70,437-100%$6.3M———
Pacific Financial Group Inc
N/A—69,457-69,457-100%$6.3M———
Western Wealth Management, LLC
N/A—68,884-68,884-100%$6.2M———
Balanced Rock Investment Advisors LLC
N/A—67,413-67,413-100%$6.1M———
Summit Financial, LLC
N/A—67,122-67,122-100%$6.0M———
Bellars Harris Wealth Management, LLC
N/A—65,085-65,085-100%$5.9M———
Per Stirling Capital Management, Llc.
N/A—63,065-63,065-100%$5.7M———
JHP Wealth Management, LLC
N/A—63,045-63,045-100%$5.7M———
World Investment Advisors
N/A—60,747-60,747-100%$5.1M———
Silver OAK Securities, Incorporated
N/A—58,497-58,497-100%$5.3M———
QRG Capital Management, Inc.
N/A—57,986-57,986-100%$5.2M———
IAG Wealth Partners, LLC
N/A—57,066-57,066-100%$5.1M———
Rothschild Wealth LLC
N/A—56,857-56,857-100%$5.1M———
Brown Brothers Harriman & Co
N/A—56,841-56,841-100%$5.1M———
Mercer Global Advisors Inc
N/A—54,660-54,660-100%$4.9M———
Tidemark, LLC
N/A—52,630-52,630-100%$4.7M———
Collier Financial
N/A—49,390-49,390-100%$4.5M———
OneAscent Wealth Management LLC
N/A—45,246-45,246-100%$4.1M———
Principal Securities, Inc.
N/A—43,852-43,852-100%$4.0M———
Rasp Wealth Solutions, LLC
N/A—43,302-43,302-100%$3.9M———
Great Valley Advisor Group, Inc.
N/A—42,572-42,572-100%$3.8M———
Gotham Asset Management, LLC
N/A—42,473-42,473-100%$3.8M———
TAGStone Capital, Inc.
N/A—41,572-41,572-100%$3.7M———
Tudor Investment Corp ET AL
N/A—40,797-40,797-100%$3.7M———
Legacy Financial Advisors, Inc.
N/A—39,692-39,692-100%$3.6M———
Generation Capital Management LLC
N/A—38,243-38,243-100%$3.4M———
CreativeOne Wealth, LLC
N/A—38,021-38,021-100%$3.4M———
Northern Trust Corp
N/A—37,626-37,626-100%$3.4M———
Regal Investment Advisors LLC
N/A—37,173-37,173-100%$3.3M———
Steward Partners Investment Advisory, LLC
N/A—36,690-36,690-100%$3.3M———
Steelhead Wealth Management LLC
N/A—36,571-36,571-100%$3.3M———
BlackRock, Inc.
N/A—35,768-35,768-100%$3.2M———
HighPoint Advisor Group LLC
N/A—35,397-35,397-100%$3.2M———
National Bank of Canada
N/A—34,675-34,675-100%$3.1M———
Astoria Portfolio Advisors Llc.
N/A—34,654-34,654-100%$3.1M———
Financial Engines Advisors L.L.C.
N/A—32,470-32,470-100%$2.9M———
Perspective Wealth Advisors LLC
N/A—32,257-32,257-100%$2.9M———
Synergy Investment Management, LLC
N/A—32,210-32,210-100%$2.9M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—31,166-31,166-100%$2.8M———
Kovack Advisors, Inc.
N/A—30,169-30,169-100%$2.7M———
&partners
N/A—30,009-30,009-100%$2.7M———
Pinnacle Financial Partners, Inc.
N/A—29,145-29,145-100%$2.6M———
MTM Financial Group, LLC
N/A—28,669-28,669-100%$2.6M———
AE Wealth Management LLC
N/A—28,231-28,231-100%$2.5M———
Resurgent Financial Advisors LLC
N/A—27,964-27,964-100%$2.5M———
Fortis Group Advisors, LLC
N/A—27,323-27,323-100%$2.5M———
Invst, LLC
N/A—27,155-27,155-100%$2.4M———
Liberty One Investment Management, LLC
N/A—26,298-26,298-100%$2.4M———
Silicon Valley Capital Partners
N/A—26,254-26,254-100%$2.4M———
Denver Wealth Management, Inc.
N/A—26,203-26,203-100%$2.4M———
Nicolet Bankshares Inc
N/A—25,755-25,755-100%$2.3M———
AssuredPartners Investment Advisors, LLC
N/A—25,564-25,564-100%$2.3M———
Susquehanna International Group, LLP
N/A—25,477-25,477-100%$2.3M———
Capital Analysts, LLC
N/A—25,112-25,112-100%$2.3M———
Institute for Wealth Management, Llc.
N/A—24,554-24,554-100%$2.2M———
GeoWealth Management, LLC
N/A—24,055-24,055-100%$2.2M———
West Michigan Advisors, LLC
N/A—23,865-23,865-100%$2.2M———
Potentia Wealth
N/A—23,744-23,744-100%$2.1M———
Hershey Financial Advisers, LLC
N/A—23,744-23,744-100%$2.1M———
Bank of Montreal
N/A—23,395-23,395-100%$2.1M———
Disciplined Investors, L.L.C.
N/A—23,190-23,190-100%$2.1M———
HHM Wealth Advisors, LLC
N/A—22,476-22,476-100%$2.0M———
Mainstay Capital Management LLC
N/A—22,097-22,097-100%$2.0M———
HM Payson & Co
N/A—22,079-22,079-100%$2.0M———
Kane Investment Management, Inc.
N/A—21,467-21,467-100%$1.9M———
Bawa N Mallick Trust
N/A—21,070-21,070-100%$1.9M———
Horizon Family Wealth, Inc.
N/A—21,043-21,043-100%$1.9M———
Level Four Advisory Services, LLC
N/A—20,580-20,580-100%$1.9M———
Smartleaf Asset Management LLC
N/A—20,050-20,050-100%$1.8M———
Stratos Wealth Advisors, LLC
N/A—19,788-19,788-100%$1.8M———
Integrity Financial Corp
N/A—19,707-19,707-100%$1.8M———
Jane Street Group, LLC
N/A—18,883-18,883-100%$1.7M———
Whittier Trust Co of Nevada Inc
N/A—18,749-18,749-100%$1.6M———
Quadrature Capital Ltd
N/A—18,723-18,723-100%$1.7M———
Vermillion & White Wealth Management Group, LLC
N/A—18,268-18,268-100%$1.6M———
Silvercrest Asset Management Group LLC
N/A—18,208-18,208-100%$1.6M———
Basepoint Wealth LLC
N/A—17,603-17,603-100%$1.6M———
CIBC Bancorp USA Inc.
N/A—17,497-17,497-100%$1.6M———
Wealth High Governance Asset Management Ltda.
N/A—17,255-17,255-100%$1.6M———
Advisory Services Network, LLC
N/A—16,296-16,296-100%$1.5M———
SEI Investments Co
N/A—16,278-16,278-100%$1.5M———
Gladstone Institutional Advisory LLC
N/A—16,040-16,040-100%$1.4M———
Commerce Bank
N/A—15,988-15,988-100%$1.4M———
BankPlus Trust Department
N/A—14,882-14,882-100%$1.3M———
O'shaughnessy Asset Management, LLC
N/A—14,730-14,730-100%$1.3M———
5T Wealth, LLC
N/A—14,539-14,539-100%$1.3M———
Glen Eagle Advisors, LLC
N/A—14,509-14,509-100%$1.3M———
Whittier Trust Co
N/A—14,200-14,200-100%$1.3M———
Nwam LLC
N/A—13,650-13,650-100%$1.2M———
Benjamin Edwards Inc
N/A—13,555-13,555-100%$1.2M———
Legacy Wealth Managment, LLC
N/A—13,360-13,360-100%$1.2M———
Owen LaRue, LLC
N/A—13,338-13,338-100%$1.2M———
Gallagher Fiduciary Advisors, LLC
N/A—13,239-13,239-100%$1.2M———
OneDigital Investment Advisors LLC
N/A—13,020-13,020-100%$1.2M———
Kera Capital Partners, Inc.
N/A—12,891-12,891-100%$1.2M———
Robinhood Asset Management, LLC
N/A—12,878-12,878-100%$1.2M———
Balanced Wealth Group LLC
N/A—12,686-12,686-100%$1.1M———
Renaissance Technologies LLC
N/A—12,535-12,535-100%$1.1M———
IEQ Capital, LLC
N/A—12,499-12,499-100%$1.1M———
Belpointe Asset Management LLC
N/A—12,425-12,425-100%$1.1M———
J. M. Brown & Associates Inc.
N/A—12,182-12,182-100%$1.1M———
Clearstead Advisors, LLC
N/A—12,182-12,182-100%$1.1M———
Evergreen Wealth Partners LLC
N/A—12,135-12,135-100%$1.1M———
Evernest Financial Advisors, LLC
N/A—12,050-12,050-100%$1.1M———
CarsonAllaria Wealth Management, Ltd.
N/A—11,923-11,923-100%$1.1M———
SlateStone Wealth, LLC
N/A—11,651-11,651-100%$1.1M———
Symphony Financial Services, Inc.
N/A—11,447-11,447-100%$1.0M———
GTS Securities LLC
N/A—11,406-11,406-100%$1.0M———
Summit Trail Advisors, LLC
N/A—11,252-11,252-100%$1.0M———
Stephens Inc
N/A—11,215-11,215-100%$1.0M———
Brown Advisory Inc
N/A—11,212-11,212-100%$1.0M———
Trivium Point Advisory, LLC
N/A—11,000-11,000-100%$991.1K———
Sequent Planning LLC
N/A—10,560-10,560-100%$951.5K———
Capital Group Private Client Services, Inc.
N/A—10,402-10,402-100%$937.2K———
OneAscent Family Office, LLC
N/A—10,157-10,157-100%$915.1K———
Arax Advisory Partners
N/A—10,141-10,141-100%$913.7K———
Advance Capital Management, Inc.
N/A—10,070-10,070-100%$907.3K———
Beacon Bridge Wealth Partners, LLC
N/A—9,973-9,973-100%$898.6K———
Betterment LLC
N/A—9,902-9,902-100%$892.0K———
BTG Pactual Asset Management US LLC
N/A—9,705-9,705-100%$874.4K———
Aptus Capital Advisors, LLC
N/A—9,664-9,664-100%$870.7K———
Florida Financial Advisors, LLC
N/A—9,111-9,111-100%$820.9K———
Alta Wealth Advisors LLC
N/A—8,962-8,962-100%$807.5K———
Fortis Capital Advisors, LLC
N/A—8,659-8,659-100%$780.2K———
Regatta Research & Money Management
N/A—8,469-8,469-100%$763.1K———
Ethos Financial Group, LLC
N/A—8,396-8,396-100%$698.7K———
Wealthgarden F.S. LLC
N/A—8,394-8,394-100%$756.3K———
Next Capital Management LLC
N/A—8,390-8,390-100%$755.9K———
Stonebrook Private Inc.
N/A—8,277-8,277-100%$745.8K———
Foundations Investment Advisors, LLC
N/A—8,092-8,092-100%$729.1K———
Transamerica Financial Advisors, LLC
N/A—8,075-8,075-100%$727.6K———
Plotkin Financial Advisors, LLC
N/A—8,011-8,011-100%$721.8K———
First Foundation Advisors
N/A—7,789-7,789-100%$701.8K———
GWN Securities Inc.
N/A—7,734-7,734-100%$696.9K———
Advyzon Investment Management, LLC
N/A—7,730-7,730-100%$696.5K———
Strategic Investment Advisors / MI
N/A—7,614-7,614-100%$686.0K———
Pgim Custom Harvest LLC
N/A—7,285-7,285-100%$656.4K———
Vertex Planning Partners, LLC
N/A—7,032-7,032-100%$633.6K———
OneAscent Financial Services LLC
N/A—7,006-7,006-100%$631.3K———
Hyundai Investments Co., Ltd.
N/A—6,953-6,953-100%$617.4K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—6,814-6,814-100%$613.9K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—6,783-6,783-100%$611.1K———
Empowered Funds, LLC
N/A—6,479-6,479-100%$583.8K———
Cambria Investment Management, L.P.
N/A—6,479-6,479-100%$583.8K———
Arrowroot Family Office, LLC
N/A—6,347-6,347-100%$571.9K———
FLC Capital Advisors
N/A—6,121-6,121-100%$551.5K———
Maridea Wealth Management LLC
N/A—6,065-6,065-100%$546.5K———
Freestone Capital Holdings, LLC
N/A—6,060-6,060-100%$546.0K———
SageView Advisory Group, LLC
N/A—5,880-5,880-100%$529.7K———
Wick Capital Partners, LLC
N/A—5,693-5,693-100%$512.9K———
Wealthspire Advisors, LLC
N/A—5,637-5,637-100%$507.9K———
Fiduciary Trust Co
N/A—5,605-5,605-100%$505.0K———
Bedel Financial Consulting, Inc.
N/A—5,597-5,597-100%$504.3K———
Citadel Advisors LLC
N/A—5,559-5,559-100%$500.9K———
Jackson Wealth Management, LLC
N/A—5,534-5,534-100%$499.0K———
Intrepid Financial Planning Group LLC
N/A—5,410-5,410-100%$487.4K———
Vantus Wealth LLC
N/A—5,312-5,312-100%$478.6K———
One Capital Management, LLC
N/A—5,305-5,305-100%$398.9K———
Clearwater Capital Advisors, LLC
N/A—5,248-5,248-100%$472.8K———
Pathstone Holdings, LLC
N/A—5,240-5,240-100%$472.1K———
Lbmc Investment Advisors, LLC
N/A—5,205-5,205-100%$469.0K———
Arkadios Wealth Advisors
N/A—5,108-5,108-100%$460.3K———
Kintra Wealth, LLC
N/A—5,054-5,054-100%$442.0K———
Centaurus Financial, Inc.
N/A—4,944-4,944-100%$445.0K———
UBS Asset Management Americas LLC
N/A—4,921-4,921-100%$443.4K———
Vestmark Advisory Solutions, Inc.
N/A—4,870-4,870-100%$438.8K———
Connors Investor Services Inc
N/A—4,845-4,845-100%$436.5K———
Berger Financial Group, Inc
N/A—4,829-4,829-100%$435.1K———
Clear Investment Research, LLC
N/A—4,822-4,822-100%$434.5K———
First American Trust, FSB
N/A—4,745-4,745-100%$427.5K———
Gateway Wealth Partners, LLC
N/A—4,735-4,735-100%$426.6K———
Harvest Investment Services, LLC
N/A—4,633-4,633-100%$417.4K———
HRT Financial LP
N/A—4,577-4,577-100%$412.0K———
Meeder Advisory Services, Inc.
N/A—4,534-4,534-100%$408.5K———
SHP Wealth Management
N/A—4,522-4,522-100%$407.4K———
MB Generational Wealth, LLC
N/A—4,484-4,484-100%$404.0K———
Investor's Fiduciary Advisor Network, LLC
N/A—4,371-4,371-100%$393.0K———
Vectors Research Management, LLC
N/A—4,312-4,312-100%$388.5K———
Glenmede Trust Co NA
N/A—4,232-4,232-100%$381.3K———
Maripau Wealth Management LLC
N/A—4,101-4,101-100%$369.3K———
Impact Partnership Wealth, LLC
N/A—4,036-4,036-100%$363.6K———
10Elms LLP
N/A—3,860-3,860-100%$347.8K———
Inspire Advisors, LLC
N/A—3,698-3,698-100%$333.2K———
Mutual Advisors, LLC
N/A—3,687-3,687-100%$332.2K———
XTX Topco Ltd
N/A—3,671-3,671-100%$330.8K———
Bank of Marin
N/A—3,611-3,611-100%$325.4K———
Freedom Investment Management, Inc.
N/A—3,590-3,590-100%$323.4K———
Moneta Group Investment Advisors LLC
N/A—3,552-3,552-100%$320.1K———
J Hagan Capital, Inc.
N/A—3,550-3,550-100%$319.9K———
Wealth Management Associates, Inc.
N/A—3,542-3,542-100%$319.1K———
Nuveen, LLC
N/A—3,521-3,521-100%$317.2K———
Access Financial Services, Inc.
N/A—3,488-3,488-100%$314.3K———
Runnymede Capital Advisors, Inc.
N/A—3,431-3,431-100%$309.1K———
Lakeridge Wealth Management LLC
N/A—3,429-3,429-100%$308.9K———
Empower Advisory Group, LLC
N/A—3,416-3,416-100%$307.8K———
Abound Financial, LLC
N/A—3,322-3,322-100%$299.3K———
Prosperity Consulting Group, LLC
N/A—3,233-3,233-100%$291.3K———
Fiduciary Financial Advisors
N/A—3,232-3,232-100%$291.2K———
Sagewood Asset Management LP
N/A—3,110-3,110-100%$280.2K———
BFC Planning, Inc.
N/A—3,034-3,034-100%$273.3K———
Curi Capital, LLC
N/A—3,013-3,013-100%$271.5K———
Forefront Wealth Partners, LLC
N/A—2,982-2,982-100%$268.7K———
Operose Advisors LLC
N/A—2,953-2,953-100%$266.0K———
Dorsey & Whitney Trust Co LLC
N/A—2,892-2,892-100%$260.6K———
M&T Bank Corp
N/A—2,859-2,859-100%$257.6K———
Concentrum Wealth Management
N/A—2,850-2,850-100%$256.8K———
Lowe Brockenbrough & Co Inc
N/A—2,765-2,765-100%$249.2K———
Chokshi & Queen Wealth Advisors, Inc
N/A—2,752-2,752-100%$248.0K———
Barnett & Company, Inc.
N/A—2,751-2,751-100%$247.9K———
Northstar Group, Inc.
N/A—2,710-2,710-100%$244.2K———
Waterloo Capital, L.P.
N/A—2,690-2,690-100%$242.4K———
Composition Wealth, LLC
N/A—2,659-2,659-100%$239.6K———
Insigneo Advisory Services, LLC
N/A—2,614-2,614-100%$235.5K———
Keystone Financial Group
N/A—2,606-2,606-100%$234.8K———
Partners in Financial Planning
N/A—2,588-2,588-100%$233.2K———
Johnson Investment Counsel Inc
N/A—2,573-2,573-100%$231.8K———
Strathmore Capital Advisors, Inc.
N/A—2,517-2,517-100%$215.8K———
Reliant Investment Partners, LLC
N/A—2,508-2,508-100%$226.0K———
Colonial Trust Co / SC
N/A—2,476-2,476-100%$215.0K———
Legacy PCG, LLC
N/A—2,436-2,436-100%$209.5K———
Medallion Wealth Advisors, LLC
N/A—2,431-2,431-100%$219.0K———
Zacks Investment Management
N/A—2,398-2,398-100%$216.1K———
Fisher Asset Management, LLC
N/A—2,382-2,382-100%$214.7K———
Bcgm Wealth Management, LLC
N/A—2,367-2,367-100%$213.3K———
Chicago Wealth Management, Inc.
N/A—2,341-2,341-100%$211.0K———
Douglass Winthrop Advisors, LLC
N/A—2,322-2,322-100%$209.2K———
Jump Financial, LLC
N/A—2,284-2,284-100%$205.8K———
Moors & Cabot, Inc.
N/A—2,264-2,264-100%$204.0K———
Dunhill Financial, LLC
N/A—2,263-2,263-100%$203.9K———
Franklin Resources Inc
N/A—2,085-2,085-100%$187.9K———
BOK Financial Private Wealth, Inc.
N/A—1,743-1,743-100%$157.0K———
Vanguard Advisers Inc
N/A—1,539-1,539-100%$138.7K———
Rothschild Investment LLC
N/A—1,475-1,475-100%$132.9K———
Ameriflex Group, Inc.
N/A—1,271-1,271-100%$114.5K———
Colonial Trust Advisors
N/A—1,205-1,205-100%$108.6K———
CVA Family Office, LLC
N/A—1,200-1,200-100%$108.1K———
Atlantic Private Wealth, LLC
N/A—1,114-1,114-100%$100.4K———
Federation des caisses Desjardins du Quebec
N/A—1,030-1,030-100%$92.8K———
PlanVest Financial, Inc
N/A—897-897-100%$80.8K———
Glassman Wealth Services
N/A—810-810-100%$73.0K———
Centrica Wealth Management, LLC
N/A—713-713-100%$55———
Hantz Financial Services, Inc.
N/A—684-684-100%$62.0K———
Russell Investments Group, Ltd.
N/A—629-629-100%$56.7K———
Crewe Advisors LLC
N/A—628-628-100%$56.6K———
Howe & Rusling Inc
N/A—611-611-100%$55.1K———
Luken Investment Analytics, LLC
N/A—600-600-100%$54.1K———
Private Wealth Asset Management, LLC
N/A—580-580-100%$52.3K———
LGT Financial Advisors LLC
N/A—557-557-100%$50.2K———
Top Private Wealth Llc.
N/A—554-554-100%$49.9K———
Fourth Dimension Wealth, LLC
N/A—546-546-100%$49.2K———
Continuum Advisory, LLC
N/A—529-529-100%$47.7K———
Oakmont Advisory Group, LLC
N/A—515-515-100%$46.4K———
Bogart Wealth, LLC
N/A—514-514-100%$46.3K———
Truvestments Capital LLC
N/A—500-500-100%$45.1K———
Millstone Evans Group, LLC
N/A—497-497-100%$44.8K———
Ancora Advisors LLCA
N/A—475-475-100%$42.8K———
Kayne Anderson Rudnick Investment Management LLC
N/A—462-462-100%$41.6K———
Ritter Daniher Financial Advisory LLC / de
N/A—400-400-100%$36.0K———
Bernard Wealth Management Corp.
N/A—389-389-100%$35.0K———
Hollencrest Capital Management
N/A—353-353-100%$31.8K———
PIN OAK Investment Advisors Inc
N/A—350-350-100%$32———
Huntington National Bank
N/A—300-300-100%$27.0K———
Anchor Investment Management, LLC
N/A—287-287-100%$25.8K———
Park Place Capital Corp
N/A—281-281-100%$25.3K———
Providence Capital Advisors, LLC
N/A—220-220-100%$19.8K———
Kilter Group LLC
N/A—197-197-100%$17.8K———
Quantbot Technologies LP
N/A—173-173-100%$15.6K———
SOA Wealth Advisors, Llc.
N/A—166-166-100%$15.0K———
Community Bank, N.A.
N/A—155-155-100%$14.0K———
Napier Financial, LLC
N/A—155-155-100%$14.0K———
Jackson, Grant Investment Advisers, Inc.
N/A—151-151-100%$13.6K———
FAS Wealth Partners, Inc.
N/A—141-141-100%$12.7K———
Atlantic Union Bankshares Corp
N/A—129-129-100%$11.6K———
Chesapeake Asset Management LLC
N/A—125-125-100%$11.3K———
Family Manage LLC
N/A—114-114-100%$10.3K———
Nova Wealth Management, Inc.
N/A—101-101-100%$9.1K———
Coppell Advisory Solutions LLC
N/A—91-91-100%$1.4M———
IMA Advisory Services, Inc.
N/A—89-89-100%$8.0K———
FWL Investment Management, LLC
N/A—62-62-100%$5.6K———
WealthShield Partners, LLC
N/A—33-33-100%$3.0K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—29-29-100%$2.6K———
Logan Capital Management Inc
N/A—14-14-100%$1.3K———
Showing 871 of 871 institutions