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Invesco S&P 500 Equal Weight (RSPT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
RMG Wealth Management LLC
NEW
Shares1,330,938
Change+1,330,938
Value$84.8M
Filed 2026-10-26
Davis Investment Partners, LLC
DECREASED
Shares1,240,453 from 1,251,606
Change-11,153 (-1%)
Value$81.7M (+$967.7K)
Filed 2026-11-05
Baker Avenue Asset Management, LP
INCREASED
Shares648,689 from 637,078
Change+11,611 (+2%)
Value$42.7M (+$1.6M)
Filed 2026-11-06
Rockport Wealth LLC
INCREASED
Shares365,651 from 267,458
Change+98,193 (+37%)
Value$24.1M (+$6.8M)
Filed 2026-11-03
StoneX Group Inc.
DECREASED
Shares343,583 from 395,236
Change-51,653 (-13%)
Value$22.6M (-$2.9M)
Filed 2026-11-03
Commonwealth Equity Services, LLC
INCREASED
Shares338,698 from 337,546
Change+1,152 (+0%)
Value$22.3M (+$534.9K)
Filed 2026-11-02
Kingswood Wealth Advisors, LLC
INCREASED
Shares267,234 from 5,234
Change+262,000 (+5006%)
Value$17.6M (+$17.3M)
Filed 2026-10-23
Patten & Patten Inc
INCREASED
Shares256,193 from 199,968
Change+56,225 (+28%)
Value$16.9M (+$4.0M)
Filed 2026-10-26
Mission Wealth Management, LP
DECREASED
Shares217,728 from 230,180
Change-12,452 (-5%)
Value$14.3M (-$507.1K)
Filed 2026-10-15
Neville Rodie & Shaw Inc
INCREASED
Shares204,625 from 202,650
Change+1,975 (+1%)
Value$13.5K (+$406)
Filed 2026-10-05
Farther Finance Advisors, LLC
INCREASED
Shares191,088 from 187,823
Change+3,265 (+2%)
Value$12.6M (+$470.5K)
Filed 2026-10-08
Aventus Investment Advisors, Inc.
DECREASED
Shares179,456 from 182,929
Change-3,473 (-2%)
Value$11.8M (+$20.1K)
Filed 2026-10-09
Yoder Wealth Management, Inc.
INCREASED
Shares161,984 from 161,659
Change+325 (+0%)
Value$10.7M (+$241.3K)
Filed 2026-10-13
Activest Wealth Management
INCREASED
Shares155,172 from 143,952
Change+11,220 (+8%)
Value$10.2M (+$934.7K)
Filed 2026-10-15
HB Wealth Management, LLC
DECREASED
Shares148,159 from 148,202
Change-43 (0%)
Value$9.8M (+$198.7K)
Filed 2026-10-23
Kestra Advisory Services, LLC
INCREASED
Shares143,243 from 131,012
Change+12,231 (+9%)
Value$9.4M (+$983.7K)
Filed 2026-11-02
Joseph P. Lucia & Associates, LLC
DECREASED
Shares140,193 from 143,025
Change-2,832 (-2%)
Value$9.2M (+$8.0K)
Filed 2026-10-30
Fifth Third Securities, Inc.
INCREASED
Shares133,022 from 110,326
Change+22,696 (+21%)
Value$8.8M (+$1.6M)
Filed 2026-10-21
Walled Lake Planning & Wealth Management, LLC
DECREASED
Shares132,884 from 134,444
Change-1,560 (-1%)
Value$8.8M (+$80.1K)
Filed 2026-10-29
Lido Advisors, LLC
INCREASED
Shares126,276 from 108,439
Change+17,837 (+16%)
Value$8.3M (+$1.3M)
Filed 2026-11-04
Islay Capital Management, LLC
INCREASED
Shares120,251 from 118,157
Change+2,094 (+2%)
Value$7.9M (+$298.6K)
Filed 2026-10-20
Creative Planning
INCREASED
Shares104,705 from 88,210
Change+16,495 (+19%)
Value$6.9M (+$1.2M)
Filed 2026-11-02
Graham Capital Wealth Management, LLC
DECREASED
Shares104,339 from 121,585
Change-17,246 (-14%)
Value$6.9M (-$970.4K)
Filed 2026-10-26
Truist Financial Corp
DECREASED
Shares103,835 from 106,900
Change-3,065 (-3%)
Value$6.8M (-$56.5K)
Filed 2026-10-30
Live Oak Investment Partners
DECREASED
Shares100,596 from 101,226
Change-630 (-1%)
Value$6.6M (+$96.2K)
Filed 2026-10-23
Diversify Advisory Services, LLC
INCREASED
Shares99,318 from 33,290
Change+66,028 (+198%)
Value$6.5M (+$4.5M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares99,318 from 33,290
Change+66,028 (+198%)
Value$6.5M (+$4.5M)
Filed 2026-10-20
Legacy Private Trust Co.
DECREASED
Shares98,663 from 107,296
Change-8,633 (-8%)
Value$6.5M (-$422.6K)
Filed 2026-10-06
Sage Capital Advisors,llc
INCREASED
Shares97,939 from 97,770
Change+169 (+0%)
Value$6.5M (+$144.1K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares97,824 from 98,598
Change-774 (-1%)
Value$6.4M (+$83.0K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares95,084 from 95,883
Change-799 (-1%)
Value$6.5M (+$435.7K)
Filed 2026-10-13
Arch Global Advisors, LLC
DECREASED
Shares91,184 from 93,320
Change-2,136 (-2%)
Value$6.0M (-$13.8K)
Filed 2026-10-23
Climber Capital SA
DECREASED
Shares91,018 from 91,216
Change-198 (0%)
Value$5.2M (-$173.6K)
Filed 2026-10-20
Park Avenue Securities LLC
INCREASED
Shares86,458 from 85,384
Change+1,074 (+1%)
Value$5.7M (+$187.0K)
Filed 2026-10-26
Focus Financial Network, Inc.
INCREASED
Shares85,268 from 84,835
Change+433 (+1%)
Value$5.6M (+$143.9K)
Filed 2026-10-14
Walker Asset Management, LLC
DECREASED
Shares84,722 from 85,430
Change-708 (-1%)
Value$5.6M (+$69.6K)
Filed 2026-10-13
Sage Rhino Capital LLC
INCREASED
Shares82,025 from 81,436
Change+589 (+1%)
Value$5.4M (+$149.5K)
Filed 2026-10-28
Detalus Advisors, LLC
DECREASED
Shares81,435 from 90,010
Change-8,575 (-10%)
Value$5.4M (-$442.3K)
Filed 2026-10-15
Patten Group, Inc.
INCREASED
Shares79,455 from 72,033
Change+7,422 (+10%)
Value$5.2M (+$586.8K)
Filed 2026-10-26
Bfsg, LLC
INCREASED
Shares78,668 from 76,898
Change+1,770 (+2%)
Value$5.2M (+$221.2K)
Filed 2026-10-30
Hartford Financial Management Inc.
UNCHANGED
Shares78,121 from 78,121
Change0 (0%)
Value$5.1M (+$106.2K)
Filed 2026-10-21
PW Nova Financial Services LLC
DECREASED
Shares76,914 from 85,848
Change-8,934 (-10%)
Value$5.1M (-$471.6K)
Filed 2026-10-15
Compass Financial Management LLC
DECREASED
Shares76,510 from 84,186
Change-7,676 (-9%)
Value$5.0M (-$393.9K)
Filed 2026-10-30
Thrivent Financial for Lutherans
DECREASED
Shares76,123 from 98,774
Change-22,651 (-23%)
Value$5.0M (-$1.4M)
Filed 2026-11-05
Koshinski Asset Management, Inc.
DECREASED
Shares67,056 from 68,100
Change-1,044 (-2%)
Value$4.4M (+$23.8K)
Filed 2026-10-29
Biltmore Family Office, LLC
UNCHANGED
Shares63,325 from 63,325
Change0 (0%)
Value$4.2M (+$86.1K)
Filed 2026-11-03
Allen Capital Group, LLC
DECREASED
Shares62,647 from 62,890
Change-243 (0%)
Value$4.1M (+$69.5K)
Filed 2026-10-27
Green Ridge Wealth Planning LLC
NEW
Shares60,343
Change+60,343
Value$4.0M
Filed 2026-10-08
Bullock Wealth Management Group
INCREASED
Shares59,795 from 59,731
Change+64 (+0%)
Value$4.0M (+$246.2K)
Filed 2026-10-09
Valicenti Advisory Services Inc
DECREASED
Shares55,660 from 56,054
Change-394 (-1%)
Value$3.7K (+$51)
Filed 2026-10-23
Dhjj Financial Advisors, Ltd.
DECREASED
Shares53,096 from 54,721
Change-1,625 (-3%)
Value$3.5M (-$32.6K)
Filed 2026-10-23
Capital Investment Advisory Services, LLC
NEW
Shares51,973
Change+51,973
Value$3.4M
Filed 2026-10-30
Portus Wealth Advisors, LLC
DECREASED
Shares51,818 from 52,241
Change-423 (-1%)
Value$3.4M (+$43.2K)
Filed 2026-10-13
Paller Financial Services Inc
DECREASED
Shares51,548 from 51,558
Change-10 (0%)
Value$3.4M (+$69.5K)
Filed 2026-10-13
Kennicott Capital Management LLC
UNCHANGED
Shares48,104 from 48,104
Change0 (0%)
Value$3.2M (+$65.4K)
Filed 2026-10-16
Valley National Advisers Inc
UNCHANGED
Shares46,879 from 46,879
Change0 (0%)
Value$3.1M (+$63.8K)
Filed 2026-10-23
Dynamic Advisor Solutions LLC
INCREASED
Shares46,592 from 46,319
Change+273 (+1%)
Value$3.1M (+$81.0K)
Filed 2026-10-13
B. Riley Wealth Advisors, Inc.
INCREASED
Shares45,220 from 9,967
Change+35,253 (+354%)
Value$3.0M (+$2.3M)
Filed 2026-10-13
Secure Asset Management, LLC
INCREASED
Shares44,760 from 44,756
Change+4 (+0%)
Value$2.9M (+$61.2K)
Filed 2026-10-19
Redhawk Wealth Advisors, Inc.
DECREASED
Shares43,069 from 70,585
Change-27,516 (-39%)
Value$2.8M (-$1.7M)
Filed 2026-10-14
McGuire Investment Group, LLC
DECREASED
Shares42,952 from 43,032
Change-80 (0%)
Value$2.8M (+$53.3K)
Filed 2026-10-23
Bank of New York Mellon Corp
UNCHANGED
Shares40,892 from 40,892
Change0 (0%)
Value$2.7M (+$55.6K)
Filed 2026-11-05
Global Wealth Strategies & Associates
INCREASED
Shares37,508 from 20,547
Change+16,961 (+83%)
Value$2.5M (+$1.1M)
Filed 2026-10-02
Carnegie Investment Counsel
INCREASED
Shares36,389 from 35,163
Change+1,226 (+3%)
Value$2.4M (+$128.6K)
Filed 2026-10-20
Perryman Financial Advisory Inc
DECREASED
Shares35,194 from 37,197
Change-2,003 (-5%)
Value$2.3M (-$81.3K)
Filed 2026-10-16
Concurrent Investment Advisors, LLC
INCREASED
Shares34,810 from 5,775
Change+29,035 (+503%)
Value$2.3M (+$1.9M)
Filed 2026-10-16
Friedenthal Financial
INCREASED
Shares32,033 from 31,446
Change+587 (+2%)
Value$2.1M (+$81.4K)
Filed 2026-10-27
Crane Advisory, LLC
UNCHANGED
Shares31,040 from 31,040
Change0 (0%)
Value$2.1M (+$276.6K)
Filed 2026-10-13
SeaCrest Wealth Management, LLC
UNCHANGED
Shares30,897 from 30,897
Change0 (0%)
Value$2.0M (+$42.0K)
Filed 2026-10-21
BigSur Wealth Management LLC
DECREASED
Shares30,000 from 32,300
Change-2,300 (-7%)
Value$2.0M (-$107.6K)
Filed 2026-10-13
James Investment Research, Inc.
DECREASED
Shares28,444 from 51,747
Change-23,303 (-45%)
Value$1.9M (-$1.5M)
Filed 2026-10-22
Monument Capital Management
DECREASED
Shares26,913 from 29,199
Change-2,286 (-8%)
Value$1.8M (-$110.9K)
Filed 2026-10-09
Elmwood Wealth Management, Inc.
INCREASED
Shares26,342 from 25,873
Change+469 (+2%)
Value$1.7M (+$66.1K)
Filed 2026-10-14
TD Waterhouse Canada Inc.
INCREASED
Shares25,893 from 7,200
Change+18,693 (+260%)
Value$1.7M (+$1.3M)
Filed 2026-10-16
IFP Advisors, Inc
INCREASED
Shares25,224 from 22,872
Change+2,352 (+10%)
Value$1.7M (+$186.0K)
Filed 2026-10-16
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares25,185 from 25,538
Change-353 (-1%)
Value$1.7M (+$11.5K)
Filed 2026-11-04
Goldstein Advisors, LLC
DECREASED
Shares25,017 from 25,022
Change-5 (0%)
Value$1.6M (+$33.7K)
Filed 2026-10-15
CMH Wealth Management LLC
DECREASED
Shares24,553 from 25,203
Change-650 (-3%)
Value$1.6M (-$8.5K)
Filed 2026-10-22
Simplicity Wealth,LLC
INCREASED
Shares23,785 from 17,721
Change+6,064 (+34%)
Value$1.6M (+$423.5K)
Filed 2026-10-23
Halter Ferguson Financial Inc.
DECREASED
Shares22,553 from 24,648
Change-2,095 (-8%)
Value$1.5M (-$104.5K)
Filed 2026-10-21
Reicon Wealth Advisors, LLC
DECREASED
Shares22,269 from 22,612
Change-343 (-2%)
Value$1.5M (+$8.2K)
Filed 2026-11-04
Gateway Investment Advisers LLC
NEW
Shares21,816
Change+21,816
Value$1.4M
Filed 2026-10-13
Briggs Wealth Management, Inc
INCREASED
Shares21,234 from 11,663
Change+9,571 (+82%)
Value$1.4M (+$646.2K)
Filed 2026-10-26
Citigroup Inc
INCREASED
Shares21,218 from 20,244
Change+974 (+5%)
Value$1.4M (+$91.7K)
Filed 2026-11-04
Fifth Third Bancorp
DECREASED
Shares20,997 from 29,382
Change-8,385 (-29%)
Value$1.4M (-$512.3K)
Filed 2026-11-05
Global Assets Advisory, LLC
INCREASED
Shares19,993 from 16,733
Change+3,260 (+19%)
Value$1.4M (+$305.8K)
Filed 2026-10-28
Everest Financial Group LLC
DECREASED
Shares19,853 from 21,192
Change-1,339 (-6%)
Value$1.3M (-$59.4K)
Filed 2026-11-06
Vise Technologies, Inc.
INCREASED
Shares19,601 from 19,305
Change+296 (+2%)
Value$1.3M (+$45.8K)
Filed 2026-10-29
Retirement Planning Group, LLC
UNCHANGED
Shares18,941 from 18,941
Change0 (0%)
Value$1.2M (+$25.8K)
Filed 2026-10-19
Three Magnolias Financial Advisors, LLC
DECREASED
Shares18,750 from 19,250
Change-500 (-3%)
Value$1.2M (-$6.8K)
Filed 2026-10-14
Axxcess Wealth Management, LLC
INCREASED
Shares18,517 from 15,078
Change+3,439 (+23%)
Value$1.2M (+$247.0K)
Filed 2026-10-21
Flagship Private Wealth, LLC
NEW
Shares17,326
Change+17,326
Value$1.1M
Filed 2026-11-05
Kaizen Financial Strategies
UNCHANGED
Shares16,400 from 16,400
Change0 (0%)
Value$1.1M (+$40.8K)
Filed 2026-10-09
Acorn Wealth Advisors, LLC
DECREASED
Shares15,500 from 15,554
Change-54 (0%)
Value$1.0M (+$17.6K)
Filed 2026-10-19
Royal Fund Management, LLC
DECREASED
Shares15,480 from 15,528
Change-48 (0%)
Value$1.0M (+$17.9K)
Filed 2026-10-22
RiverTree Advisors, LLC
NEW
Shares15,124
Change+15,124
Value$996.1K
Filed 2026-10-13
Summit Place Financial Advisors, LLC
DECREASED
Shares15,045 from 15,570
Change-525 (-3%)
Value$990.9K (-$13.4K)
Filed 2026-10-23
Robertson Stephens Wealth Management, LLC
INCREASED
Shares14,826 from 4,026
Change+10,800 (+268%)
Value$976.5K (+$716.8K)
Filed 2026-10-16
BXM Wealth LLC
UNCHANGED
Shares14,500 from 14,500
Change0 (0%)
Value$955.0K (+$19.7K)
Filed 2026-11-03
Moulton Wealth Management, Inc
DECREASED
Shares14,345 from 14,615
Change-270 (-2%)
Value$967.2K (+$33.9K)
Filed 2026-10-13
Choreo, LLC
DECREASED
Shares14,296 from 14,688
Change-392 (-3%)
Value$941.6K (-$5.8K)
Filed 2026-10-28
Kathmere Capital Management, LLC
UNCHANGED
Shares14,000 from 14,000
Change0 (0%)
Value$922.0K (+$19.0K)
Filed 2026-10-20
SFE Investment Counsel
INCREASED
Shares13,993 from 13,852
Change+141 (+1%)
Value$921.6K (+$28.1K)
Filed 2026-10-29
Oppenheimer & Co Inc
INCREASED
Shares13,780 from 13,646
Change+134 (+1%)
Value$907.6K (+$27.4K)
Filed 2026-10-26
Tcfg Investment Advisors, LLC
DECREASED
Shares13,741 from 13,920
Change-179 (-1%)
Value$905.0K (+$7.2K)
Filed 2026-10-20
Savant Capital, LLC
INCREASED
Shares13,646 from 7,392
Change+6,254 (+85%)
Value$898.7K (+$421.3K)
Filed 2026-11-06
Calamos Wealth Management LLC
UNCHANGED
Shares13,270 from 13,270
Change0 (0%)
Value$874.0K (+$18.0K)
Filed 2026-11-02
Mitchell Sinkler & Starr
INCREASED
Shares13,255 from 10,935
Change+2,320 (+21%)
Value$873.0K (+$167.7K)
Filed 2026-10-13
Rockland Trust Co
UNCHANGED
Shares13,072 from 13,072
Change0 (0%)
Value$860.9K (+$17.8K)
Filed 2026-10-05
SAX Wealth Advisors, LLC
DECREASED
Shares12,986 from 12,987
Change-1 (0%)
Value$855.2K (+$267.5K)
Filed 2026-10-13
Sage Capital Management, LLC
INCREASED
Shares12,796 from 11,945
Change+851 (+7%)
Value$843.0K (+$72.5K)
Filed 2026-10-20
PFG Advisors
INCREASED
Shares12,791 from 12,125
Change+666 (+5%)
Value$842.4K (+$60.4K)
Filed 2026-10-16
Kaydan Wealth Management, Inc.
INCREASED
Shares12,599 from 12,437
Change+162 (+1%)
Value$829.8K (+$27.6K)
Filed 2026-10-08
Ethos Capital Management, Inc.
DECREASED
Shares11,938 from 13,822
Change-1,884 (-14%)
Value$786.3K (-$105.3K)
Filed 2026-11-03
Greenleaf Trust
UNCHANGED
Shares11,840 from 11,840
Change0 (0%)
Value$779.8K (+$16.1K)
Filed 2026-10-29
Aviance Capital Partners, LLC
UNCHANGED
Shares11,550 from 11,550
Change0 (0%)
Value$760.7K (+$15.7K)
Filed 2026-10-29
Independent Financial Group, LLC
INCREASED
Shares11,228 from 8,840
Change+2,388 (+27%)
Value$739.5K (+$169.4K)
Filed 2026-10-13
PKS Advisory Services, LLC
UNCHANGED
Shares11,200 from 11,200
Change0 (0%)
Value$722.6K ($0)
Filed 2026-10-26
D.A. Davidson & Co.
INCREASED
Shares10,678 from 9,394
Change+1,284 (+14%)
Value$703.3K (+$97.3K)
Filed 2026-10-28
Prime Capital Investment Advisors, LLC
UNCHANGED
Shares10,670 from 10,670
Change0 (0%)
Value$702.7K (+$14.5K)
Filed 2026-10-20
Y.D. More Investments Ltd
DECREASED
Shares10,100 from 10,540
Change-440 (-4%)
Value$665.2K (-$14.6K)
Filed 2026-11-02
Oakworth Capital, Inc.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$658.6K (+$13.6K)
Filed 2026-10-26
IPG Investment Advisors LLC
UNCHANGED
Shares9,250 from 9,250
Change0 (0%)
Value$609.2K (+$12.6K)
Filed 2026-10-30
Fulton Bank, N.A.
UNCHANGED
Shares9,000 from 9,000
Change0 (0%)
Value$592.7K (+$12.2K)
Filed 2026-10-14
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares8,480 from 8,480
Change0 (0%)
Value$558.5K (+$11.5K)
Filed 2026-10-27
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares8,429 from 8,908
Change-479 (-5%)
Value$555.1K (-$19.4K)
Filed 2026-10-07
Sunbeam Capital Management, LLC
INCREASED
Shares8,317 from 8,165
Change+152 (+2%)
Value$547.7K (+$21.1K)
Filed 2026-11-05
Advisor OS, LLC
DECREASED
Shares8,260 from 8,601
Change-341 (-4%)
Value$544.0K (-$10.8K)
Filed 2026-11-03
New Wave Wealth Advisors LLC
DECREASED
Shares8,215 from 8,831
Change-616 (-7%)
Value$554.5K (-$15.1K)
Filed 2026-10-19
Signal Advisors Wealth, LLC
DECREASED
Shares8,165 from 8,237
Change-72 (-1%)
Value$537.7K (+$6.4K)
Filed 2026-10-13
Crescent Sterling, Ltd.
INCREASED
Shares8,117 from 7,957
Change+160 (+2%)
Value$534.6K (+$21.4K)
Filed 2026-10-16
Chicago Partners Investment Group LLC
UNCHANGED
Shares7,746 from 7,746
Change0 (0%)
Value$497.5K (+$34.6K)
Filed 2026-10-27
Summit Wealth Group LLC / Co
UNCHANGED
Shares7,541 from 7,541
Change0 (0%)
Value$496.7K (+$10.3K)
Filed 2026-10-29
Gryphon Financial Partners LLC
UNCHANGED
Shares7,500 from 7,500
Change0 (0%)
Value$494.0K (+$10.2K)
Filed 2026-11-04
First National Trust Co
UNCHANGED
Shares7,340 from 7,340
Change0 (0%)
Value$483.4K (+$10.0K)
Filed 2026-10-28
VestGen Advisors, LLC
UNCHANGED
Shares7,310 from 7,310
Change0 (0%)
Value$481.4K (+$9.9K)
Filed 2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares7,085 from 4,537
Change+2,548 (+56%)
Value$466.6K (+$174.0K)
Filed 2026-10-27
NWF Advisory Services Inc.
DECREASED
Shares6,989 from 7,034
Change-45 (-1%)
Value$460.3K (+$6.6K)
Filed 2026-10-19
Aurora Private Wealth, Inc.
UNCHANGED
Shares6,951 from 6,951
Change0 (0%)
Value$458 (-$447.5K)
Filed 2026-10-20
Absolute Capital Management, LLC
DECREASED
Shares6,840 from 6,997
Change-157 (-2%)
Value$450.5K (-$846)
Filed 2026-10-16
Venture Visionary Partners LLC
DECREASED
Shares6,825 from 7,240
Change-415 (-6%)
Value$449.5K (-$17.5K)
Filed 2026-10-07
HUB Investment Partners, LLC
NEW
Shares6,798
Change+6,798
Value$447.7K
Filed 2026-11-03
WBH Advisory Inc
UNCHANGED
Shares6,750 from 6,750
Change0 (0%)
Value$444.6K (+$9.2K)
Filed 2026-11-05
Seven Mile Advisory
UNCHANGED
Shares6,750 from 6,750
Change0 (0%)
Value$444.6K (+$9.2K)
Filed 2026-10-22
Laurel Wealth Advisors LLC
INCREASED
Shares6,635 from 6,435
Change+200 (+3%)
Value$437.0K (+$21.9K)
Filed 2026-10-27
Prospera Financial Services Inc
NEW
Shares6,618
Change+6,618
Value$416.6K
Filed 2026-11-04
Oak Harvest Investment Services
DECREASED
Shares6,601 from 7,500
Change-899 (-12%)
Value$434.7K (-$49.0K)
Filed 2026-10-20
MGO One Seven LLC
UNCHANGED
Shares6,572 from 6,572
Change0 (0%)
Value$432.9K (+$8.9K)
Filed 2026-10-28
Basso Capital Management, L.P.
NEW
Shares6,552
Change+6,552
Value$431.5K
Filed 2026-10-30
ATX Financial Planning, LLC
INCREASED
Shares6,519 from 6,517
Change+2 (+0%)
Value$429.3K (+$9.0K)
Filed 2026-10-14
Arbor Investment Advisors, LLC
DECREASED
Shares6,469 from 7,183
Change-714 (-10%)
Value$426.0K (-$37.3K)
Filed 2026-10-26
Atria Investments, Inc
DECREASED
Shares6,374 from 7,009
Change-635 (-9%)
Value$419.8K (-$32.3K)
Filed 2026-10-15
Purus Wealth Management, LLC
UNCHANGED
Shares6,331 from 6,331
Change0 (0%)
Value$417.0K (+$8.6K)
Filed 2026-10-15
Elevation Wealth Partners, LLC
DECREASED
Shares6,230 from 6,336
Change-106 (-2%)
Value$410.3K (+$1.6K)
Filed 2026-10-07
J.W. Cole Advisors, Inc.
INCREASED
Shares6,191 from 6,190
Change+1 (+0%)
Value$407.7K (+$8.5K)
Filed 2026-11-05
Guilbault Capital LLC
DECREASED
Shares6,123 from 6,815
Change-692 (-10%)
Value$403.3K (-$36.3K)
Filed 2026-10-28
LexAurum Advisors, LLC
INCREASED
Shares6,110 from 6,109
Change+1 (+0%)
Value$402.4K (+$8.4K)
Filed 2026-10-19
Private Trust Co NA
UNCHANGED
Shares5,965 from 5,965
Change0 (0%)
Value$392.9K (+$8.1K)
Filed 2026-10-20
Modera Wealth Management, LLC
UNCHANGED
Shares5,681 from 5,681
Change0 (0%)
Value$374.2K (+$7.7K)
Filed 2026-10-28
Tiller Private Wealth, Inc.
DECREASED
Shares5,659 from 7,537
Change-1,878 (-25%)
Value$372.7K (-$113.4K)
Filed 2026-10-26
Williams & Novak Wealth Management, LLC
UNCHANGED
Shares5,570 from 5,570
Change0 (0%)
Value$366.8K (+$7.6K)
Filed 2026-10-09
High Point Wealth Management, LLC
UNCHANGED
Shares5,485 from 5,485
Change0 (0%)
Value$361.3K (+$7.5K)
Filed 2026-11-05
Lazari Capital Management, Inc.
UNCHANGED
Shares5,460 from 5,460
Change0 (0%)
Value$359.6K (+$7.4K)
Filed 2026-10-20
Main Street Group, LTD
UNCHANGED
Shares5,453 from 5,453
Change0 (0%)
Value$359.1K (+$7.4K)
Filed 2026-10-28
Lodestar Private Asset Management LLC
UNCHANGED
Shares5,442 from 5,442
Change0 (0%)
Value$358.4K (+$7.4K)
Filed 2026-10-26
Hudson Capital Management LLC
NEW
Shares5,368
Change+5,368
Value$353.5K
Filed 2026-10-20
Godsey & Gibb, Inc
UNCHANGED
Shares5,360 from 5,360
Change0 (0%)
Value$353.0K (+$7.3K)
Filed 2026-10-14
Sigma Planning Corp
DECREASED
Shares5,184 from 7,642
Change-2,458 (-32%)
Value$331.7K (-$161.2K)
Filed 2026-10-23
Kestra Private Wealth Services, LLC
INCREASED
Shares5,128 from 4,792
Change+336 (+7%)
Value$337.8K (+$28.7K)
Filed 2026-10-30
Brighton Jones LLC
INCREASED
Shares5,097 from 4,935
Change+162 (+3%)
Value$335.7K (+$17.4K)
Filed 2026-11-03
Clayton Financial Group LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$329.3K (+$6.8K)
Filed 2026-10-13
Krilogy Financial LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$337.9K (+$15.4K)
Filed 2026-10-13
Wagner Wealth Management, LLC
INCREASED
Shares4,993 from 4,990
Change+3 (+0%)
Value$328.8K (+$6.9K)
Filed 2026-10-21
Aspiriant, LLC
UNCHANGED
Shares4,986 from 4,986
Change0 (0%)
Value$328.4K (+$6.8K)
Filed 2026-10-16
Olio Financial Planning
UNCHANGED
Shares4,937 from 4,937
Change0 (0%)
Value$325.2K (+$6.7K)
Filed 2026-10-22
Value Investment Professionals, LLC
DECREASED
Shares4,820 from 7,238
Change-2,418 (-33%)
Value$317.5K (-$149.4K)
Filed 2026-10-13
Albion Financial Group
DECREASED
Shares4,815 from 5,020
Change-205 (-4%)
Value$317.1K (-$6.7K)
Filed 2026-10-21
CX Institutional
INCREASED
Shares4,772 from 4,525
Change+247 (+5%)
Value$314 (+$22)
Filed 2026-10-02
GLR Partners, LLC
UNCHANGED
Shares4,750 from 4,750
Change0 (0%)
Value$312.8K (+$6.5K)
Filed 2026-11-04
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares4,588 from 4,588
Change0 (0%)
Value$313.7K (+$30.4K)
Filed 2026-11-04
ZWJ Investment Counsel Inc
DECREASED
Shares4,580 from 5,355
Change-775 (-14%)
Value$301.6K (-$43.8K)
Filed 2026-10-15
Grimes & Co Wealth Management, LLC
INCREASED
Shares4,412 from 4,410
Change+2 (+0%)
Value$290.6K (+$6.1K)
Filed 2026-10-29
Rede Wealth, LLC
UNCHANGED
Shares4,400 from 4,400
Change0 (0%)
Value$289.8K (+$6.0K)
Filed 2026-10-22
Blackston Financial Advisory Group, LLC
DECREASED
Shares4,378 from 5,557
Change-1,179 (-21%)
Value$288.3K (-$70.1K)
Filed 2026-11-04
Fulcrum Equity Management
NEW
Shares4,330
Change+4,330
Value$285.2K
Filed 2026-10-21
Factor Wealth Management LTD
UNCHANGED
Shares4,326 from 4,326
Change0 (0%)
Value$284.9K (+$5.9K)
Filed 2026-10-08
71 West Capital Partners
UNCHANGED
Shares4,300 from 4,300
Change0 (0%)
Value$283.2K (+$5.8K)
Filed 2026-11-04
Capital Investment Advisors, LLC
UNCHANGED
Shares4,237 from 4,237
Change0 (0%)
Value$279.0K (+$5.8K)
Filed 2026-10-22
Triangle Securities Wealth Management
DECREASED
Shares4,180 from 4,405
Change-225 (-5%)
Value$275.3K (-$8.8K)
Filed 2026-10-14
Canvas Wealth Advisors, LLC
INCREASED
Shares4,146 from 4,141
Change+5 (+0%)
Value$272.0K (+$4.9K)
Filed 2026-11-02
Signature Estate & Investment Advisors LLC
UNCHANGED
Shares4,082 from 4,082
Change0 (0%)
Value$268.9K (+$5.6K)
Filed 2026-10-13
Salem Investment Counselors Inc
UNCHANGED
Shares4,041 from 4,041
Change0 (0%)
Value$266.1K (+$5.5K)
Filed 2026-10-13
Romano Brothers and Company
DECREASED
Shares4,025 from 4,100
Change-75 (-2%)
Value$265.1K (+$637)
Filed 2026-10-22
Cyndeo Wealth Partners, LLC
NEW
Shares4,000
Change+4,000
Value$263.4K
Filed 2026-10-16
Associated Banc-Corp
DECREASED
Shares4,000 from 4,268
Change-268 (-6%)
Value$263.4K (-$11.8K)
Filed 2026-10-30
Clear Trail Advisors, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$263.4K (+$5.4K)
Filed 2026-10-20
Manchester Capital Management LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$263.4K (+$5.4K)
Filed 2026-10-22
BridgePort Financial Solutions, LLC
NEW
Shares3,995
Change+3,995
Value$263.1K
Filed 2026-11-02
Appleton Partners Inc
UNCHANGED
Shares3,950 from 3,950
Change0 (0%)
Value$260.0K (+$5.0K)
Filed 2026-10-30
Strategic Advisors LLC
UNCHANGED
Shares3,835 from 3,835
Change0 (0%)
Value$252.6K (+$5.2K)
Filed 2026-10-13
One Day In July LLC
UNCHANGED
Shares3,830 from 3,830
Change0 (0%)
Value$252.2K (+$5.2K)
Filed 2026-10-30
Indivisible Partners
INCREASED
Shares3,824 from 3,799
Change+25 (+1%)
Value$251.9K (+$6.8K)
Filed 2026-10-26
Forvis Mazars Wealth Advisors, LLC
UNCHANGED
Shares3,810 from 3,810
Change0 (0%)
Value$250.9K (+$5.2K)
Filed 2026-10-13
Midwest Trust Co
NEW
Shares3,794
Change+3,794
Value$249.9K
Filed 2026-10-22
Redwood Financial Network Corp
DECREASED
Shares3,733 from 3,807
Change-74 (-2%)
Value$245.8K (+$281)
Filed 2026-11-03
US Bancorp \de\
INCREASED
Shares3,640 from 320
Change+3,320 (+1038%)
Value$239.7K (+$219.1K)
Filed 2026-11-05
ARS Wealth Advisors Group, LLC
UNCHANGED
Shares3,600 from 3,600
Change0 (0%)
Value$237.1K (+$4.9K)
Filed 2026-10-16
Alhambra Investment Management LLC
UNCHANGED
Shares3,555 from 3,555
Change0 (0%)
Value$234.1K (+$4.8K)
Filed 2026-10-15
Cap Partners, LLC
INCREASED
Shares3,512 from 3,511
Change+1 (+0%)
Value$231.3K (+$4.8K)
Filed 2026-10-19
Sanders Morris Harris LLC
NEW
Shares3,500
Change+3,500
Value$232.3K
Filed 2026-10-14
Bluedoor Private Wealth, LLC
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$230.5K (+$4.8K)
Filed 2026-11-05
Ritholtz Wealth Management
NEW
Shares3,430
Change+3,430
Value$225.9K
Filed 2026-11-05
Montz Harcus Wealth Management LLC
UNCHANGED
Shares3,423 from 3,423
Change0 (0%)
Value$225.4K (+$4.7K)
Filed 2026-10-09
Pinnacle Associates LTD
UNCHANGED
Shares3,400 from 3,400
Change0 (0%)
Value$223.9K (+$4.6K)
Filed 2026-10-20
Able Financial Group, LLC
UNCHANGED
Shares3,361 from 3,361
Change0 (0%)
Value$221.4K (+$4.6K)
Filed 2026-10-14
Clarus Group, Inc.
UNCHANGED
Shares3,300 from 3,300
Change0 (0%)
Value$217.3K (+$4.5K)
Filed 2026-10-21
Meridian Wealth Management, LLC
UNCHANGED
Shares3,271 from 3,271
Change0 (0%)
Value$215.4K (+$4.4K)
Filed 2026-11-05
Evolution Wealth Advisors, LLC
UNCHANGED
Shares3,252 from 3,252
Change0 (0%)
Value$214.2K (+$4.4K)
Filed 2026-11-03
KCM Investment Advisors LLC
UNCHANGED
Shares3,246 from 3,246
Change0 (0%)
Value$213.8K (+$4.4K)
Filed 2026-10-27
CRA Financial Services, LLC
UNCHANGED
Shares3,245 from 3,245
Change0 (0%)
Value$213.7K (+$4.4K)
Filed 2026-10-16
Patrick M Sweeney & Associates, Inc
UNCHANGED
Shares3,215 from 3,215
Change0 (0%)
Value$211.7K (+$4.4K)
Filed 2026-10-22
Kornitzer Capital Management Inc
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$210.8K (+$4.4K)
Filed 2026-11-03
Coyle Financial Counsel LLC
UNCHANGED
Shares3,160 from 3,160
Change0 (0%)
Value$208.1K (+$4.3K)
Filed 2026-10-28
Perigon Wealth Management, LLC
DECREASED
Shares3,150 from 3,350
Change-200 (-6%)
Value$207.5K (-$8.6K)
Filed 2026-10-22
Balboa Wealth Partners
UNCHANGED
Shares3,104 from 3,104
Change0 (0%)
Value$204.4K (+$4.2K)
Filed 2026-10-20
Mcrae Capital Management Inc
NEW
Shares3,081
Change+3,081
Value$202.9K
Filed 2026-10-15
Harbor Investment Advisory, LLC
UNCHANGED
Shares3,030 from 3,030
Change0 (0%)
Value$199.6K (+$4.1K)
Filed 2026-10-13
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$197.6K (+$4.1K)
Filed 2026-11-03
Signaturefd, LLC
UNCHANGED
Shares2,729 from 2,729
Change0 (0%)
Value$179.8K (+$3.8K)
Filed 2026-10-23
Harbor Asset Planning, Inc.
INCREASED
Shares2,537 from 2,536
Change+1 (+0%)
Value$167.1K (+$3.5K)
Filed 2026-10-23
Montag A & Associates Inc
INCREASED
Shares2,293 from 1,999
Change+294 (+15%)
Value$151.0K (+$22.1K)
Filed 2026-10-29
GHP Investment Advisors, Inc.
NEW
Shares2,041
Change+2,041
Value$134.4K
Filed 2026-10-15
Realta Investment Advisors
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$131.7K (+$2.7K)
Filed 2026-10-14
Mcdonald Partners LLC
DECREASED
Shares1,930 from 2,350
Change-420 (-18%)
Value$127.1K (-$24.5K)
Filed 2026-11-03
Balentine LLC
UNCHANGED
Shares1,870 from 1,870
Change0 (0%)
Value$123.2K (+$2.5K)
Filed 2026-11-03
Finley Financial, LLC
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$107.9K (+$4.7K)
Filed 2026-10-28
Parallel Advisors, LLC
UNCHANGED
Shares1,583 from 1,583
Change0 (0%)
Value$104.3K (+$2.2K)
Filed 2026-11-03
TFC Financial Management, Inc.
UNCHANGED
Shares1,510 from 1,510
Change0 (0%)
Value$99.4K (+$2.1K)
Filed 2026-10-26
SRH Advisors, LLC
UNCHANGED
Shares1,431 from 1,431
Change0 (0%)
Value$94.2K (+$1.9K)
Filed 2026-10-22
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares1,355 from 1,355
Change0 (0%)
Value$89.3K (+$1.9K)
Filed 2026-10-27
Parkside Financial Bank & Trust
UNCHANGED
Shares1,280 from 1,280
Change0 (0%)
Value$84.3K (+$1.7K)
Filed 2026-10-27
Mainstream Capital Management LLC
NEW
Shares1,100
Change+1,100
Value$72.4K
Filed 2026-10-23
Simplex Trading, LLC
NEW
Shares1,036
Change+1,036
Value$68.2K
Filed 2026-11-04
Root Financial Partners, LLC
NEW
Shares1,019
Change+1,019
Value$67.1K
Filed 2026-10-21
Markowski Investments
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$65.9K (+$1.4K)
Filed 2026-10-30
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares955 from 955
Change0 (0%)
Value$62.9K (+$1.3K)
Filed 2026-10-16
Lanark Financial, Inc.
UNCHANGED
Shares840 from 840
Change0 (0%)
Value$55.3K (+$1.1K)
Filed 2026-10-26
Gamma Investing LLC
INCREASED
Shares723 from 70
Change+653 (+933%)
Value$47.6K (+$43.1K)
Filed 2026-10-08
Caldwell Trust Co
UNCHANGED
Shares690 from 690
Change0 (0%)
Value$45.4K (+$938)
Filed 2026-10-30
Nemes Rush Group LLC
UNCHANGED
Shares680 from 680
Change0 (0%)
Value$44.8K (+$924)
Filed 2026-11-04
Assetmark, Inc
UNCHANGED
Shares556 from 556
Change0 (0%)
Value$36.6K (+$756)
Filed 2026-10-21
West Branch Capital LLC
UNCHANGED
Shares543 from 543
Change0 (0%)
Value$35.8K (+$738)
Filed 2026-10-20
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares509 from 509
Change0 (0%)
Value$33.5K (+$692)
Filed 2026-10-29
Capital Advisors, Ltd. LLC
UNCHANGED
Shares482 from 482
Change0 (0%)
Value$32.0K (+$32.0K)
Filed 2026-10-27
AlphaCore Capital LLC
UNCHANGED
Shares424 from 424
Change0 (0%)
Value$27.9K (+$577)
Filed 2026-11-04
Mather Group, Llc.
UNCHANGED
Shares230 from 230
Change0 (0%)
Value$15.1K (+$313)
Filed 2026-10-14
Roxbury Financial LLC
UNCHANGED
Shares212 from 212
Change0 (0%)
Value$14.0K (+$296)
Filed 2026-10-01
Creative Financial Designs Inc
DECREASED
Shares200 from 19,148
Change-18,948 (-99%)
Value$13.2K (-$1.2M)
Filed 2026-11-04
SYM Financial Corp
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$13.2K (+$272)
Filed 2026-10-26
Asset Dedication, LLC
UNCHANGED
Shares173 from 173
Change0 (0%)
Value$11.4K (+$235)
Filed 2026-11-03
Lodestone Wealth Management LLC
UNCHANGED
Shares161 from 161
Change0 (0%)
Value$10.6K (+$219)
Filed 2026-10-14
Sage Mountain Advisors LLC
NEW
Shares150
Change+150
Value$9.9K
Filed 2026-11-02
Cape Investment Advisory, Inc.
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$9.9K (+$204)
Filed 2026-10-13
Trust Co of Toledo NA
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$8.8K (+$182)
Filed 2026-10-16
Elevated Capital Advisors, LLC
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$7.9K (+$163)
Filed 2026-11-04
Abound Wealth Management
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$7.2K (+$150)
Filed 2026-10-26
MTM Investment Management, LLC
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$7.2K (+$150)
Filed 2026-10-30
Financial Consulate, Inc
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$6.3K (+$129)
Filed 2026-10-23
Salomon & Ludwin, LLC
UNCHANGED
Shares89 from 89
Change0 (0%)
Value$5.9K (+$222)
Filed 2026-10-29
Global Trust Asset Management, LLC
DECREASED
Shares70 from 910
Change-840 (-92%)
Value$4.6K (-$54.1K)
Filed 2026-10-19
City State Bank
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$4.0K (+$82)
Filed 2026-10-20
Evermay Wealth Management LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$3.4K (+$69)
Filed 2026-11-05
Blue Trust, Inc.
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$856 (+$17)
Filed 2026-10-15
Go Invest LLC
INCREASED
Shares11 from 5
Change+6 (+120%)
Value$735 (+$439)
Filed 2026-10-09
Rossby Financial, LCC
NEW
Shares7
Change+7
Value$461
Filed 2026-11-05
SBE LLC DBA Cedar Cove Wealth Partners
CLOSED
Shares0 from 31,661
Change-31,661 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-15
Peddock Capital Advisors, LLC
CLOSED
Shares0 from 6,300
Change-6,300 (-100%)
Value$0 (-$406.4K)
Filed 2026-10-16
Raab & Moskowitz Asset Management LLC
CLOSED
Shares0 from 5,559
Change-5,559 (-100%)
Value$0 (-$358.6K)
Filed 2026-11-02
Polaris Investment Advisors, LLC
CLOSED
Shares0 from 4,600
Change-4,600 (-100%)
Value$0 (-$296.7K)
Filed 2026-10-20
Plan A Wealth LLC
CLOSED
Shares0 from 3,575
Change-3,575 (-100%)
Value$0 (-$230.6K)
Filed 2026-10-08
Founders Capital Management
CLOSED
Shares0 from 1,540
Change-1,540 (-100%)
Value$0 (-$99.3K)
Filed 2026-10-13
Smith Salley Wealth Management
CLOSED
Shares0 from 801
Change-801 (-100%)
Value$0 (-$224.8K)
Filed 2026-11-03
International Assets Investment Management, LLC
CLOSED
Shares0 from 476
Change-476 (-100%)
Value$0 (-$30.5K)
Filed 2026-11-02
MCF Advisors LLC
CLOSED
Shares0 from 340
Change-340 (-100%)
Value$0 (-$21.9K)
Filed 2026-10-28
Gill Capital Partners, LLC
CLOSED
Shares0 from 219
Change-219 (-100%)
Value$0 (-$14.1K)
Filed 2026-10-13
Woodard & Co Asset Management Group Inc
CLOSED
Shares0 from 70
Change-70 (-100%)
Value$0 (-$4.5K)
Filed 2026-11-03
Networth Advisors, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$57)
Filed 2026-11-03
Bank of America Corp
N/A
Shares— from 4,038,596
Change-4,038,596 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,871,608
Change-2,871,608 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,553,416
Change-2,553,416 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,993,202
Change-1,993,202 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 1,742,550
Change-1,742,550 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,462,261
Change-1,462,261 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,223,031
Change-1,223,031 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,197,136
Change-1,197,136 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,145,221
Change-1,145,221 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 932,392
Change-932,392 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 852,226
Change-852,226 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 829,900
Change-829,900 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 768,805
Change-768,805 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 697,411
Change-697,411 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 605,866
Change-605,866 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 471,353
Change-471,353 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 406,259
Change-406,259 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 388,662
Change-388,662 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 380,847
Change-380,847 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 370,034
Change-370,034 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 315,619
Change-315,619 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 296,357
Change-296,357 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 268,901
Change-268,901 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 249,025
Change-249,025 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 221,316
Change-221,316 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 219,860
Change-219,860 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 202,720
Change-202,720 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 181,296
Change-181,296 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 180,768
Change-180,768 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 174,796
Change-174,796 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 170,871
Change-170,871 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 167,548
Change-167,548 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 138,010
Change-138,010 (-100%)
Value—
Cascade Wealth Advisors, Inc
N/A
Shares— from 131,869
Change-131,869 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 126,534
Change-126,534 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 126,321
Change-126,321 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 125,175
Change-125,175 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 118,100
Change-118,100 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 101,135
Change-101,135 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 95,424
Change-95,424 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 93,508
Change-93,508 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 90,337
Change-90,337 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 82,101
Change-82,101 (-100%)
Value—
Stephens Inc
N/A
Shares— from 78,716
Change-78,716 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 78,640
Change-78,640 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 76,957
Change-76,957 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 75,790
Change-75,790 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 72,565
Change-72,565 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 70,513
Change-70,513 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 64,080
Change-64,080 (-100%)
Value—
FMR LLC
N/A
Shares— from 63,969
Change-63,969 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 62,717
Change-62,717 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 62,304
Change-62,304 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 58,527
Change-58,527 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 57,829
Change-57,829 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 57,339
Change-57,339 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 56,334
Change-56,334 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 56,098
Change-56,098 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 52,147
Change-52,147 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 51,236
Change-51,236 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 46,120
Change-46,120 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 43,941
Change-43,941 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 43,776
Change-43,776 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 43,550
Change-43,550 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 42,879
Change-42,879 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 37,944
Change-37,944 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 36,935
Change-36,935 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 36,715
Change-36,715 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 36,491
Change-36,491 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 35,893
Change-35,893 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 35,766
Change-35,766 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 34,078
Change-34,078 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 33,855
Change-33,855 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 31,641
Change-31,641 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 30,746
Change-30,746 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 30,214
Change-30,214 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 29,981
Change-29,981 (-100%)
Value—
&partners
N/A
Shares— from 27,855
Change-27,855 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 27,442
Change-27,442 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 24,812
Change-24,812 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 24,103
Change-24,103 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 23,673
Change-23,673 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 23,540
Change-23,540 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 22,670
Change-22,670 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 21,870
Change-21,870 (-100%)
Value—
FCA Corp
N/A
Shares— from 21,860
Change-21,860 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 21,801
Change-21,801 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 19,376
Change-19,376 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 19,182
Change-19,182 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 18,600
Change-18,600 (-100%)
Value—
Optas, LLC
N/A
Shares— from 18,448
Change-18,448 (-100%)
Value—
Commerce Bank
N/A
Shares— from 18,267
Change-18,267 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 18,081
Change-18,081 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 17,473
Change-17,473 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 17,353
Change-17,353 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 16,661
Change-16,661 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 16,230
Change-16,230 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 16,200
Change-16,200 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 16,000
Change-16,000 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 15,820
Change-15,820 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 15,425
Change-15,425 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 15,357
Change-15,357 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 14,864
Change-14,864 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 14,598
Change-14,598 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 13,590
Change-13,590 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 13,578
Change-13,578 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 13,453
Change-13,453 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 13,325
Change-13,325 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 13,259
Change-13,259 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 12,766
Change-12,766 (-100%)
Value—
Orographic Financial Advisors, LLC
N/A
Shares— from 12,760
Change-12,760 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 12,684
Change-12,684 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 12,622
Change-12,622 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 12,567
Change-12,567 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 12,535
Change-12,535 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 12,486
Change-12,486 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 12,370
Change-12,370 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 11,693
Change-11,693 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 11,650
Change-11,650 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 11,090
Change-11,090 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 11,090
Change-11,090 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 10,890
Change-10,890 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 10,622
Change-10,622 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 10,535
Change-10,535 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 10,248
Change-10,248 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 10,065
Change-10,065 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 9,697
Change-9,697 (-100%)
Value—
Van Diest Capital, LLC
N/A
Shares— from 9,660
Change-9,660 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 9,630
Change-9,630 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 9,483
Change-9,483 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 9,248
Change-9,248 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 8,763
Change-8,763 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 8,700
Change-8,700 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 8,580
Change-8,580 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 8,300
Change-8,300 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 8,295
Change-8,295 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 8,254
Change-8,254 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 8,114
Change-8,114 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 8,056
Change-8,056 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 8,005
Change-8,005 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 7,850
Change-7,850 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 7,838
Change-7,838 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 7,628
Change-7,628 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 7,622
Change-7,622 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 7,597
Change-7,597 (-100%)
Value—
Melfa Wealth Management, Inc.
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 7,500
Change-7,500 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 7,480
Change-7,480 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 7,337
Change-7,337 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 7,323
Change-7,323 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 6,980
Change-6,980 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 6,947
Change-6,947 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 6,906
Change-6,906 (-100%)
Value—
Monograph Wealth Advisors, LLC
N/A
Shares— from 6,870
Change-6,870 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 6,727
Change-6,727 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 6,641
Change-6,641 (-100%)
Value—
Purkiss Capital Advisors LLC
N/A
Shares— from 6,622
Change-6,622 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 6,579
Change-6,579 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 6,319
Change-6,319 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 5,955
Change-5,955 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 5,951
Change-5,951 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 5,891
Change-5,891 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 5,723
Change-5,723 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 5,415
Change-5,415 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 5,256
Change-5,256 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 5,117
Change-5,117 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 5,030
Change-5,030 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,010
Change-5,010 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 5,001
Change-5,001 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
First National Advisers, LLC
N/A
Shares— from 4,970
Change-4,970 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 4,852
Change-4,852 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 4,710
Change-4,710 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 4,590
Change-4,590 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 4,514
Change-4,514 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 4,421
Change-4,421 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 4,277
Change-4,277 (-100%)
Value—
Williamson Legacy Group, LLC
N/A
Shares— from 4,232
Change-4,232 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 4,200
Change-4,200 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 4,060
Change-4,060 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 3,913
Change-3,913 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 3,753
Change-3,753 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 3,700
Change-3,700 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 3,683
Change-3,683 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 3,615
Change-3,615 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 3,552
Change-3,552 (-100%)
Value—
Blair William & Co
N/A
Shares— from 3,526
Change-3,526 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 3,442
Change-3,442 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 3,360
Change-3,360 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 3,325
Change-3,325 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 3,274
Change-3,274 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 3,250
Change-3,250 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 3,201
Change-3,201 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 3,201
Change-3,201 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 3,167
Change-3,167 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 3,167
Change-3,167 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 2,652
Change-2,652 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 2,550
Change-2,550 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 2,521
Change-2,521 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 2,350
Change-2,350 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,822
Change-1,822 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,818
Change-1,818 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 1,720
Change-1,720 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,620
Change-1,620 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Collier Financial
N/A
Shares— from 1,213
Change-1,213 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 1,175
Change-1,175 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 1,173
Change-1,173 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 1,140
Change-1,140 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,077
Change-1,077 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 900
Change-900 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 861
Change-861 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 600
Change-600 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 490
Change-490 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 417
Change-417 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 402
Change-402 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 369
Change-369 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 362
Change-362 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 350
Change-350 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 323
Change-323 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 274
Change-274 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 209
Change-209 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 76
Change-76 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 75
Change-75 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 60
Change-60 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 44
Change-44 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 20
Change-20 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Status
RMG Wealth Management LLC
NEW1,330,938—+1,330,938——$84.8M—2026-10-26
Davis Investment Partners, LLC
DECREASED1,240,4531,251,606-11,153-1%$80.7M$81.7M+$967.7K2026-11-05
Baker Avenue Asset Management, LP
INCREASED648,689637,078+11,611+2%$41.1M$42.7M+$1.6M2026-11-06
Rockport Wealth LLC
INCREASED365,651267,458+98,193+37%$17.3M$24.1M+$6.8M2026-11-03
StoneX Group Inc.
DECREASED343,583395,236-51,653-13%$25.5M$22.6M-$2.9M2026-11-03
Commonwealth Equity Services, LLC
INCREASED338,698337,546+1,152+0%$21.8M$22.3M+$534.9K2026-11-02
Kingswood Wealth Advisors, LLC
INCREASED267,2345,234+262,000+5006%$337.6K$17.6M+$17.3M2026-10-23
Patten & Patten Inc
INCREASED256,193199,968+56,225+28%$12.9M$16.9M+$4.0M2026-10-26
Mission Wealth Management, LP
DECREASED217,728230,180-12,452-5%$14.8M$14.3M-$507.1K2026-10-15
Neville Rodie & Shaw Inc
INCREASED204,625202,650+1,975+1%$13.1K$13.5K+$4062026-10-05
Farther Finance Advisors, LLC
INCREASED191,088187,823+3,265+2%$12.1M$12.6M+$470.5K2026-10-08
Aventus Investment Advisors, Inc.
DECREASED179,456182,929-3,473-2%$11.8M$11.8M+$20.1K2026-10-09
Yoder Wealth Management, Inc.
INCREASED161,984161,659+325+0%$10.4M$10.7M+$241.3K2026-10-13
Activest Wealth Management
INCREASED155,172143,952+11,220+8%$9.3M$10.2M+$934.7K2026-10-15
HB Wealth Management, LLC
DECREASED148,159148,202-430%$9.6M$9.8M+$198.7K2026-10-23
Kestra Advisory Services, LLC
INCREASED143,243131,012+12,231+9%$8.5M$9.4M+$983.7K2026-11-02
Joseph P. Lucia & Associates, LLC
DECREASED140,193143,025-2,832-2%$9.2M$9.2M+$8.0K2026-10-30
Fifth Third Securities, Inc.
INCREASED133,022110,326+22,696+21%$7.1M$8.8M+$1.6M2026-10-21
Walled Lake Planning & Wealth Management, LLC
DECREASED132,884134,444-1,560-1%$8.7M$8.8M+$80.1K2026-10-29
Lido Advisors, LLC
INCREASED126,276108,439+17,837+16%$7.0M$8.3M+$1.3M2026-11-04
Islay Capital Management, LLC
INCREASED120,251118,157+2,094+2%$7.6M$7.9M+$298.6K2026-10-20
Creative Planning
INCREASED104,70588,210+16,495+19%$5.7M$6.9M+$1.2M2026-11-02
Graham Capital Wealth Management, LLC
DECREASED104,339121,585-17,246-14%$7.8M$6.9M-$970.4K2026-10-26
Truist Financial Corp
DECREASED103,835106,900-3,065-3%$6.9M$6.8M-$56.5K2026-10-30
Live Oak Investment Partners
DECREASED100,596101,226-630-1%$6.5M$6.6M+$96.2K2026-10-23
Diversify Advisory Services, LLC
INCREASED99,31833,290+66,028+198%$2.0M$6.5M+$4.5M2026-10-20
Diversify Wealth Management, LLC
INCREASED99,31833,290+66,028+198%$2.0M$6.5M+$4.5M2026-10-20
Legacy Private Trust Co.
DECREASED98,663107,296-8,633-8%$6.9M$6.5M-$422.6K2026-10-06
Sage Capital Advisors,llc
INCREASED97,93997,770+169+0%$6.3M$6.5M+$144.1K2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED97,82498,598-774-1%$6.4M$6.4M+$83.0K2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED95,08495,883-799-1%$6.0M$6.5M+$435.7K2026-10-13
Arch Global Advisors, LLC
DECREASED91,18493,320-2,136-2%$6.0M$6.0M-$13.8K2026-10-23
Climber Capital SA
DECREASED91,01891,216-1980%$5.4M$5.2M-$173.6K2026-10-20
Park Avenue Securities LLC
INCREASED86,45885,384+1,074+1%$5.5M$5.7M+$187.0K2026-10-26
Focus Financial Network, Inc.
INCREASED85,26884,835+433+1%$5.5M$5.6M+$143.9K2026-10-14
Walker Asset Management, LLC
DECREASED84,72285,430-708-1%$5.5M$5.6M+$69.6K2026-10-13
Sage Rhino Capital LLC
INCREASED82,02581,436+589+1%$5.3M$5.4M+$149.5K2026-10-28
Detalus Advisors, LLC
DECREASED81,43590,010-8,575-10%$5.8M$5.4M-$442.3K2026-10-15
Patten Group, Inc.
INCREASED79,45572,033+7,422+10%$4.6M$5.2M+$586.8K2026-10-26
Bfsg, LLC
INCREASED78,66876,898+1,770+2%$5.0M$5.2M+$221.2K2026-10-30
Hartford Financial Management Inc.
UNCHANGED78,12178,12100%$5.0M$5.1M+$106.2K2026-10-21
PW Nova Financial Services LLC
DECREASED76,91485,848-8,934-10%$5.5M$5.1M-$471.6K2026-10-15
Compass Financial Management LLC
DECREASED76,51084,186-7,676-9%$5.4M$5.0M-$393.9K2026-10-30
Thrivent Financial for Lutherans
DECREASED76,12398,774-22,651-23%$6.4M$5.0M-$1.4M2026-11-05
Koshinski Asset Management, Inc.
DECREASED67,05668,100-1,044-2%$4.4M$4.4M+$23.8K2026-10-29
Biltmore Family Office, LLC
UNCHANGED63,32563,32500%$4.1M$4.2M+$86.1K2026-11-03
Allen Capital Group, LLC
DECREASED62,64762,890-2430%$4.1M$4.1M+$69.5K2026-10-27
Green Ridge Wealth Planning LLC
NEW60,343—+60,343——$4.0M—2026-10-08
Bullock Wealth Management Group
INCREASED59,79559,731+64+0%$3.8M$4.0M+$246.2K2026-10-09
Valicenti Advisory Services Inc
DECREASED55,66056,054-394-1%$3.6K$3.7K+$512026-10-23
Dhjj Financial Advisors, Ltd.
DECREASED53,09654,721-1,625-3%$3.5M$3.5M-$32.6K2026-10-23
Capital Investment Advisory Services, LLC
NEW51,973—+51,973——$3.4M—2026-10-30
Portus Wealth Advisors, LLC
DECREASED51,81852,241-423-1%$3.4M$3.4M+$43.2K2026-10-13
Paller Financial Services Inc
DECREASED51,54851,558-100%$3.3M$3.4M+$69.5K2026-10-13
Kennicott Capital Management LLC
UNCHANGED48,10448,10400%$3.1M$3.2M+$65.4K2026-10-16
Valley National Advisers Inc
UNCHANGED46,87946,87900%$3.0M$3.1M+$63.8K2026-10-23
Dynamic Advisor Solutions LLC
INCREASED46,59246,319+273+1%$3.0M$3.1M+$81.0K2026-10-13
B. Riley Wealth Advisors, Inc.
INCREASED45,2209,967+35,253+354%$630.5K$3.0M+$2.3M2026-10-13
Secure Asset Management, LLC
INCREASED44,76044,756+4+0%$2.9M$2.9M+$61.2K2026-10-19
Redhawk Wealth Advisors, Inc.
DECREASED43,06970,585-27,516-39%$4.6M$2.8M-$1.7M2026-10-14
McGuire Investment Group, LLC
DECREASED42,95243,032-800%$2.8M$2.8M+$53.3K2026-10-23
Bank of New York Mellon Corp
UNCHANGED40,89240,89200%$2.6M$2.7M+$55.6K2026-11-05
Global Wealth Strategies & Associates
INCREASED37,50820,547+16,961+83%$1.3M$2.5M+$1.1M2026-10-02
Carnegie Investment Counsel
INCREASED36,38935,163+1,226+3%$2.3M$2.4M+$128.6K2026-10-20
Perryman Financial Advisory Inc
DECREASED35,19437,197-2,003-5%$2.4M$2.3M-$81.3K2026-10-16
Concurrent Investment Advisors, LLC
INCREASED34,8105,775+29,035+503%$372.5K$2.3M+$1.9M2026-10-16
Friedenthal Financial
INCREASED32,03331,446+587+2%$2.0M$2.1M+$81.4K2026-10-27
Crane Advisory, LLC
UNCHANGED31,04031,04000%$1.9M$2.1M+$276.6K2026-10-13
SeaCrest Wealth Management, LLC
UNCHANGED30,89730,89700%$2.0M$2.0M+$42.0K2026-10-21
BigSur Wealth Management LLC
DECREASED30,00032,300-2,300-7%$2.1M$2.0M-$107.6K2026-10-13
James Investment Research, Inc.
DECREASED28,44451,747-23,303-45%$3.3M$1.9M-$1.5M2026-10-22
Monument Capital Management
DECREASED26,91329,199-2,286-8%$1.9M$1.8M-$110.9K2026-10-09
Elmwood Wealth Management, Inc.
INCREASED26,34225,873+469+2%$1.7M$1.7M+$66.1K2026-10-14
TD Waterhouse Canada Inc.
INCREASED25,8937,200+18,693+260%$456.3K$1.7M+$1.3M2026-10-16
IFP Advisors, Inc
INCREASED25,22422,872+2,352+10%$1.5M$1.7M+$186.0K2026-10-16
Bryn Mawr Trust Advisors, LLC
DECREASED25,18525,538-353-1%$1.6M$1.7M+$11.5K2026-11-04
Goldstein Advisors, LLC
DECREASED25,01725,022-50%$1.6M$1.6M+$33.7K2026-10-15
CMH Wealth Management LLC
DECREASED24,55325,203-650-3%$1.6M$1.6M-$8.5K2026-10-22
Simplicity Wealth,LLC
INCREASED23,78517,721+6,064+34%$1.1M$1.6M+$423.5K2026-10-23
Halter Ferguson Financial Inc.
DECREASED22,55324,648-2,095-8%$1.6M$1.5M-$104.5K2026-10-21
Reicon Wealth Advisors, LLC
DECREASED22,26922,612-343-2%$1.5M$1.5M+$8.2K2026-11-04
Gateway Investment Advisers LLC
NEW21,816—+21,816——$1.4M—2026-10-13
Briggs Wealth Management, Inc
INCREASED21,23411,663+9,571+82%$752.3K$1.4M+$646.2K2026-10-26
Citigroup Inc
INCREASED21,21820,244+974+5%$1.3M$1.4M+$91.7K2026-11-04
Fifth Third Bancorp
DECREASED20,99729,382-8,385-29%$1.9M$1.4M-$512.3K2026-11-05
Global Assets Advisory, LLC
INCREASED19,99316,733+3,260+19%$1.1M$1.4M+$305.8K2026-10-28
Everest Financial Group LLC
DECREASED19,85321,192-1,339-6%$1.4M$1.3M-$59.4K2026-11-06
Vise Technologies, Inc.
INCREASED19,60119,305+296+2%$1.2M$1.3M+$45.8K2026-10-29
Retirement Planning Group, LLC
UNCHANGED18,94118,94100%$1.2M$1.2M+$25.8K2026-10-19
Three Magnolias Financial Advisors, LLC
DECREASED18,75019,250-500-3%$1.2M$1.2M-$6.8K2026-10-14
Axxcess Wealth Management, LLC
INCREASED18,51715,078+3,439+23%$972.5K$1.2M+$247.0K2026-10-21
Flagship Private Wealth, LLC
NEW17,326—+17,326——$1.1M—2026-11-05
Kaizen Financial Strategies
UNCHANGED16,40016,40000%$1.0M$1.1M+$40.8K2026-10-09
Acorn Wealth Advisors, LLC
DECREASED15,50015,554-540%$1.0M$1.0M+$17.6K2026-10-19
Royal Fund Management, LLC
DECREASED15,48015,528-480%$1.0M$1.0M+$17.9K2026-10-22
RiverTree Advisors, LLC
NEW15,124—+15,124——$996.1K—2026-10-13
Summit Place Financial Advisors, LLC
DECREASED15,04515,570-525-3%$1.0M$990.9K-$13.4K2026-10-23
Robertson Stephens Wealth Management, LLC
INCREASED14,8264,026+10,800+268%$259.7K$976.5K+$716.8K2026-10-16
BXM Wealth LLC
UNCHANGED14,50014,50000%$935.3K$955.0K+$19.7K2026-11-03
Moulton Wealth Management, Inc
DECREASED14,34514,615-270-2%$933.2K$967.2K+$33.9K2026-10-13
Choreo, LLC
DECREASED14,29614,688-392-3%$947.4K$941.6K-$5.8K2026-10-28
Kathmere Capital Management, LLC
UNCHANGED14,00014,00000%$903.0K$922.0K+$19.0K2026-10-20
SFE Investment Counsel
INCREASED13,99313,852+141+1%$893.5K$921.6K+$28.1K2026-10-29
Oppenheimer & Co Inc
INCREASED13,78013,646+134+1%$880.2K$907.6K+$27.4K2026-10-26
Tcfg Investment Advisors, LLC
DECREASED13,74113,920-179-1%$897.8K$905.0K+$7.2K2026-10-20
Savant Capital, LLC
INCREASED13,6467,392+6,254+85%$477.4K$898.7K+$421.3K2026-11-06
Calamos Wealth Management LLC
UNCHANGED13,27013,27000%$855.9K$874.0K+$18.0K2026-11-02
Mitchell Sinkler & Starr
INCREASED13,25510,935+2,320+21%$705.3K$873.0K+$167.7K2026-10-13
Rockland Trust Co
UNCHANGED13,07213,07200%$843.1K$860.9K+$17.8K2026-10-05
SAX Wealth Advisors, LLC
DECREASED12,98612,987-10%$587.8K$855.2K+$267.5K2026-10-13
Sage Capital Management, LLC
INCREASED12,79611,945+851+7%$770.5K$843.0K+$72.5K2026-10-20
PFG Advisors
INCREASED12,79112,125+666+5%$782.1K$842.4K+$60.4K2026-10-16
Kaydan Wealth Management, Inc.
INCREASED12,59912,437+162+1%$802.2K$829.8K+$27.6K2026-10-08
Ethos Capital Management, Inc.
DECREASED11,93813,822-1,884-14%$891.5K$786.3K-$105.3K2026-11-03
Greenleaf Trust
UNCHANGED11,84011,84000%$763.7K$779.8K+$16.1K2026-10-29
Aviance Capital Partners, LLC
UNCHANGED11,55011,55000%$745.0K$760.7K+$15.7K2026-10-29
Independent Financial Group, LLC
INCREASED11,2288,840+2,388+27%$570.2K$739.5K+$169.4K2026-10-13
PKS Advisory Services, LLC
UNCHANGED11,20011,20000%$722.6K$722.6K$02026-10-26
D.A. Davidson & Co.
INCREASED10,6789,394+1,284+14%$605.9K$703.3K+$97.3K2026-10-28
Prime Capital Investment Advisors, LLC
UNCHANGED10,67010,67000%$688.2K$702.7K+$14.5K2026-10-20
Y.D. More Investments Ltd
DECREASED10,10010,540-440-4%$679.8K$665.2K-$14.6K2026-11-02
Oakworth Capital, Inc.
UNCHANGED10,00010,00000%$645.0K$658.6K+$13.6K2026-10-26
IPG Investment Advisors LLC
UNCHANGED9,2509,25000%$596.6K$609.2K+$12.6K2026-10-30
Fulton Bank, N.A.
UNCHANGED9,0009,00000%$580.5K$592.7K+$12.2K2026-10-14
Cassaday & Co Wealth Management LLC
UNCHANGED8,4808,48000%$547.0K$558.5K+$11.5K2026-10-27
Wealth Enhancement Trust Services, Inc.
DECREASED8,4298,908-479-5%$574.6K$555.1K-$19.4K2026-10-07
Sunbeam Capital Management, LLC
INCREASED8,3178,165+152+2%$526.6K$547.7K+$21.1K2026-11-05
Advisor OS, LLC
DECREASED8,2608,601-341-4%$554.8K$544.0K-$10.8K2026-11-03
New Wave Wealth Advisors LLC
DECREASED8,2158,831-616-7%$569.6K$554.5K-$15.1K2026-10-19
Signal Advisors Wealth, LLC
DECREASED8,1658,237-72-1%$531.3K$537.7K+$6.4K2026-10-13
Crescent Sterling, Ltd.
INCREASED8,1177,957+160+2%$513.2K$534.6K+$21.4K2026-10-16
Chicago Partners Investment Group LLC
UNCHANGED7,7467,74600%$462.9K$497.5K+$34.6K2026-10-27
Summit Wealth Group LLC / Co
UNCHANGED7,5417,54100%$486.4K$496.7K+$10.3K2026-10-29
Gryphon Financial Partners LLC
UNCHANGED7,5007,50000%$483.8K$494.0K+$10.2K2026-11-04
First National Trust Co
UNCHANGED7,3407,34000%$473.4K$483.4K+$10.0K2026-10-28
VestGen Advisors, LLC
UNCHANGED7,3107,31000%$471.5K$481.4K+$9.9K2026-10-27
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED7,0854,537+2,548+56%$292.6K$466.6K+$174.0K2026-10-27
NWF Advisory Services Inc.
DECREASED6,9897,034-45-1%$453.7K$460.3K+$6.6K2026-10-19
Aurora Private Wealth, Inc.
UNCHANGED6,9516,95100%$448.0K$458-$447.5K2026-10-20
Absolute Capital Management, LLC
DECREASED6,8406,997-157-2%$451.3K$450.5K-$8462026-10-16
Venture Visionary Partners LLC
DECREASED6,8257,240-415-6%$467.0K$449.5K-$17.5K2026-10-07
HUB Investment Partners, LLC
NEW6,798—+6,798——$447.7K—2026-11-03
WBH Advisory Inc
UNCHANGED6,7506,75000%$435.4K$444.6K+$9.2K2026-11-05
Seven Mile Advisory
UNCHANGED6,7506,75000%$435.4K$444.6K+$9.2K2026-10-22
Laurel Wealth Advisors LLC
INCREASED6,6356,435+200+3%$415.1K$437.0K+$21.9K2026-10-27
Prospera Financial Services Inc
NEW6,618—+6,618——$416.6K—2026-11-04
Oak Harvest Investment Services
DECREASED6,6017,500-899-12%$483.7K$434.7K-$49.0K2026-10-20
MGO One Seven LLC
UNCHANGED6,5726,57200%$423.9K$432.9K+$8.9K2026-10-28
Basso Capital Management, L.P.
NEW6,552—+6,552——$431.5K—2026-10-30
ATX Financial Planning, LLC
INCREASED6,5196,517+2+0%$420.4K$429.3K+$9.0K2026-10-14
Arbor Investment Advisors, LLC
DECREASED6,4697,183-714-10%$463.3K$426.0K-$37.3K2026-10-26
Atria Investments, Inc
DECREASED6,3747,009-635-9%$452.1K$419.8K-$32.3K2026-10-15
Purus Wealth Management, LLC
UNCHANGED6,3316,33100%$408.4K$417.0K+$8.6K2026-10-15
Elevation Wealth Partners, LLC
DECREASED6,2306,336-106-2%$408.7K$410.3K+$1.6K2026-10-07
J.W. Cole Advisors, Inc.
INCREASED6,1916,190+1+0%$399.3K$407.7K+$8.5K2026-11-05
Guilbault Capital LLC
DECREASED6,1236,815-692-10%$439.6K$403.3K-$36.3K2026-10-28
LexAurum Advisors, LLC
INCREASED6,1106,109+1+0%$394.0K$402.4K+$8.4K2026-10-19
Private Trust Co NA
UNCHANGED5,9655,96500%$384.7K$392.9K+$8.1K2026-10-20
Modera Wealth Management, LLC
UNCHANGED5,6815,68100%$366.4K$374.2K+$7.7K2026-10-28
Tiller Private Wealth, Inc.
DECREASED5,6597,537-1,878-25%$486.1K$372.7K-$113.4K2026-10-26
Williams & Novak Wealth Management, LLC
UNCHANGED5,5705,57000%$359.3K$366.8K+$7.6K2026-10-09
High Point Wealth Management, LLC
UNCHANGED5,4855,48500%$353.8K$361.3K+$7.5K2026-11-05
Lazari Capital Management, Inc.
UNCHANGED5,4605,46000%$352.2K$359.6K+$7.4K2026-10-20
Main Street Group, LTD
UNCHANGED5,4535,45300%$351.7K$359.1K+$7.4K2026-10-28
Lodestar Private Asset Management LLC
UNCHANGED5,4425,44200%$351.0K$358.4K+$7.4K2026-10-26
Hudson Capital Management LLC
NEW5,368—+5,368——$353.5K—2026-10-20
Godsey & Gibb, Inc
UNCHANGED5,3605,36000%$345.7K$353.0K+$7.3K2026-10-14
Sigma Planning Corp
DECREASED5,1847,642-2,458-32%$492.9K$331.7K-$161.2K2026-10-23
Kestra Private Wealth Services, LLC
INCREASED5,1284,792+336+7%$309.1K$337.8K+$28.7K2026-10-30
Brighton Jones LLC
INCREASED5,0974,935+162+3%$318.3K$335.7K+$17.4K2026-11-03
Clayton Financial Group LLC
UNCHANGED5,0005,00000%$322.5K$329.3K+$6.8K2026-10-13
Krilogy Financial LLC
UNCHANGED5,0005,00000%$322.5K$337.9K+$15.4K2026-10-13
Wagner Wealth Management, LLC
INCREASED4,9934,990+3+0%$321.9K$328.8K+$6.9K2026-10-21
Aspiriant, LLC
UNCHANGED4,9864,98600%$321.6K$328.4K+$6.8K2026-10-16
Olio Financial Planning
UNCHANGED4,9374,93700%$318.4K$325.2K+$6.7K2026-10-22
Value Investment Professionals, LLC
DECREASED4,8207,238-2,418-33%$466.8K$317.5K-$149.4K2026-10-13
Albion Financial Group
DECREASED4,8155,020-205-4%$323.8K$317.1K-$6.7K2026-10-21
CX Institutional
INCREASED4,7724,525+247+5%$292$314+$222026-10-02
GLR Partners, LLC
UNCHANGED4,7504,75000%$306.4K$312.8K+$6.5K2026-11-04
Allspring Global Investments Holdings, LLC
UNCHANGED4,5884,58800%$283.3K$313.7K+$30.4K2026-11-04
ZWJ Investment Counsel Inc
DECREASED4,5805,355-775-14%$345.4K$301.6K-$43.8K2026-10-15
Grimes & Co Wealth Management, LLC
INCREASED4,4124,410+2+0%$284.4K$290.6K+$6.1K2026-10-29
Rede Wealth, LLC
UNCHANGED4,4004,40000%$283.8K$289.8K+$6.0K2026-10-22
Blackston Financial Advisory Group, LLC
DECREASED4,3785,557-1,179-21%$358.4K$288.3K-$70.1K2026-11-04
Fulcrum Equity Management
NEW4,330—+4,330——$285.2K—2026-10-21
Factor Wealth Management LTD
UNCHANGED4,3264,32600%$279.0K$284.9K+$5.9K2026-10-08
71 West Capital Partners
UNCHANGED4,3004,30000%$277.4K$283.2K+$5.8K2026-11-04
Capital Investment Advisors, LLC
UNCHANGED4,2374,23700%$273.3K$279.0K+$5.8K2026-10-22
Triangle Securities Wealth Management
DECREASED4,1804,405-225-5%$284.1K$275.3K-$8.8K2026-10-14
Canvas Wealth Advisors, LLC
INCREASED4,1464,141+5+0%$267.1K$272.0K+$4.9K2026-11-02
Signature Estate & Investment Advisors LLC
UNCHANGED4,0824,08200%$263.3K$268.9K+$5.6K2026-10-13
Salem Investment Counselors Inc
UNCHANGED4,0414,04100%$260.6K$266.1K+$5.5K2026-10-13
Romano Brothers and Company
DECREASED4,0254,100-75-2%$264.5K$265.1K+$6372026-10-22
Cyndeo Wealth Partners, LLC
NEW4,000—+4,000——$263.4K—2026-10-16
Associated Banc-Corp
DECREASED4,0004,268-268-6%$275.3K$263.4K-$11.8K2026-10-30
Clear Trail Advisors, LLC
UNCHANGED4,0004,00000%$258.0K$263.4K+$5.4K2026-10-20
Manchester Capital Management LLC
UNCHANGED4,0004,00000%$258.0K$263.4K+$5.4K2026-10-22
BridgePort Financial Solutions, LLC
NEW3,995—+3,995——$263.1K—2026-11-02
Appleton Partners Inc
UNCHANGED3,9503,95000%$255.0K$260.0K+$5.0K2026-10-30
Strategic Advisors LLC
UNCHANGED3,8353,83500%$247.4K$252.6K+$5.2K2026-10-13
One Day In July LLC
UNCHANGED3,8303,83000%$247.0K$252.2K+$5.2K2026-10-30
Indivisible Partners
INCREASED3,8243,799+25+1%$245.0K$251.9K+$6.8K2026-10-26
Forvis Mazars Wealth Advisors, LLC
UNCHANGED3,8103,81000%$245.7K$250.9K+$5.2K2026-10-13
Midwest Trust Co
NEW3,794—+3,794——$249.9K—2026-10-22
Redwood Financial Network Corp
DECREASED3,7333,807-74-2%$245.6K$245.8K+$2812026-11-03
US Bancorp \de\
INCREASED3,640320+3,320+1038%$20.6K$239.7K+$219.1K2026-11-05
ARS Wealth Advisors Group, LLC
UNCHANGED3,6003,60000%$232.2K$237.1K+$4.9K2026-10-16
Alhambra Investment Management LLC
UNCHANGED3,5553,55500%$229.3K$234.1K+$4.8K2026-10-15
Cap Partners, LLC
INCREASED3,5123,511+1+0%$226.5K$231.3K+$4.8K2026-10-19
Sanders Morris Harris LLC
NEW3,500—+3,500——$232.3K—2026-10-14
Bluedoor Private Wealth, LLC
UNCHANGED3,5003,50000%$225.8K$230.5K+$4.8K2026-11-05
Ritholtz Wealth Management
NEW3,430—+3,430——$225.9K—2026-11-05
Montz Harcus Wealth Management LLC
UNCHANGED3,4233,42300%$220.8K$225.4K+$4.7K2026-10-09
Pinnacle Associates LTD
UNCHANGED3,4003,40000%$219.3K$223.9K+$4.6K2026-10-20
Able Financial Group, LLC
UNCHANGED3,3613,36100%$216.8K$221.4K+$4.6K2026-10-14
Clarus Group, Inc.
UNCHANGED3,3003,30000%$212.9K$217.3K+$4.5K2026-10-21
Meridian Wealth Management, LLC
UNCHANGED3,2713,27100%$211.0K$215.4K+$4.4K2026-11-05
Evolution Wealth Advisors, LLC
UNCHANGED3,2523,25200%$209.8K$214.2K+$4.4K2026-11-03
KCM Investment Advisors LLC
UNCHANGED3,2463,24600%$209.4K$213.8K+$4.4K2026-10-27
CRA Financial Services, LLC
UNCHANGED3,2453,24500%$209.3K$213.7K+$4.4K2026-10-16
Patrick M Sweeney & Associates, Inc
UNCHANGED3,2153,21500%$207.4K$211.7K+$4.4K2026-10-22
Kornitzer Capital Management Inc
UNCHANGED3,2003,20000%$206.4K$210.8K+$4.4K2026-11-03
Coyle Financial Counsel LLC
UNCHANGED3,1603,16000%$203.8K$208.1K+$4.3K2026-10-28
Perigon Wealth Management, LLC
DECREASED3,1503,350-200-6%$216.1K$207.5K-$8.6K2026-10-22
Balboa Wealth Partners
UNCHANGED3,1043,10400%$200.2K$204.4K+$4.2K2026-10-20
Mcrae Capital Management Inc
NEW3,081—+3,081——$202.9K—2026-10-15
Harbor Investment Advisory, LLC
UNCHANGED3,0303,03000%$195.4K$199.6K+$4.1K2026-10-13
Ashton Thomas Private Wealth, LLC
UNCHANGED3,0003,00000%$193.5K$197.6K+$4.1K2026-11-03
Signaturefd, LLC
UNCHANGED2,7292,72900%$176.0K$179.8K+$3.8K2026-10-23
Harbor Asset Planning, Inc.
INCREASED2,5372,536+1+0%$163.6K$167.1K+$3.5K2026-10-23
Montag A & Associates Inc
INCREASED2,2931,999+294+15%$128.9K$151.0K+$22.1K2026-10-29
GHP Investment Advisors, Inc.
NEW2,041—+2,041——$134.4K—2026-10-15
Realta Investment Advisors
UNCHANGED2,0002,00000%$129.0K$131.7K+$2.7K2026-10-14
Mcdonald Partners LLC
DECREASED1,9302,350-420-18%$151.6K$127.1K-$24.5K2026-11-03
Balentine LLC
UNCHANGED1,8701,87000%$120.6K$123.2K+$2.5K2026-11-03
Finley Financial, LLC
UNCHANGED1,6001,60000%$103.2K$107.9K+$4.7K2026-10-28
Parallel Advisors, LLC
UNCHANGED1,5831,58300%$102.1K$104.3K+$2.2K2026-11-03
TFC Financial Management, Inc.
UNCHANGED1,5101,51000%$97.4K$99.4K+$2.1K2026-10-26
SRH Advisors, LLC
UNCHANGED1,4311,43100%$92.3K$94.2K+$1.9K2026-10-22
Comprehensive Financial Planning, Inc.
UNCHANGED1,3551,35500%$87.4K$89.3K+$1.9K2026-10-27
Parkside Financial Bank & Trust
UNCHANGED1,2801,28000%$82.6K$84.3K+$1.7K2026-10-27
Mainstream Capital Management LLC
NEW1,100—+1,100——$72.4K—2026-10-23
Simplex Trading, LLC
NEW1,036—+1,036——$68.2K—2026-11-04
Root Financial Partners, LLC
NEW1,019—+1,019——$67.1K—2026-10-21
Markowski Investments
UNCHANGED1,0001,00000%$64.5K$65.9K+$1.4K2026-10-30
Halbert Hargrove Global Advisors, LLC
UNCHANGED95595500%$61.6K$62.9K+$1.3K2026-10-16
Lanark Financial, Inc.
UNCHANGED84084000%$54.2K$55.3K+$1.1K2026-10-26
Gamma Investing LLC
INCREASED72370+653+933%$4.5K$47.6K+$43.1K2026-10-08
Caldwell Trust Co
UNCHANGED69069000%$44.5K$45.4K+$9382026-10-30
Nemes Rush Group LLC
UNCHANGED68068000%$43.8K$44.8K+$9242026-11-04
Assetmark, Inc
UNCHANGED55655600%$35.9K$36.6K+$7562026-10-21
West Branch Capital LLC
UNCHANGED54354300%$35.0K$35.8K+$7382026-10-20
Blue Bell Private Wealth Management, LLC
UNCHANGED50950900%$32.8K$33.5K+$6922026-10-29
Capital Advisors, Ltd. LLC
UNCHANGED48248200%$31$32.0K+$32.0K2026-10-27
AlphaCore Capital LLC
UNCHANGED42442400%$27.3K$27.9K+$5772026-11-04
Mather Group, Llc.
UNCHANGED23023000%$14.8K$15.1K+$3132026-10-14
Roxbury Financial LLC
UNCHANGED21221200%$13.7K$14.0K+$2962026-10-01
Creative Financial Designs Inc
DECREASED20019,148-18,948-99%$1.2M$13.2K-$1.2M2026-11-04
SYM Financial Corp
UNCHANGED20020000%$12.9K$13.2K+$2722026-10-26
Asset Dedication, LLC
UNCHANGED17317300%$11.2K$11.4K+$2352026-11-03
Lodestone Wealth Management LLC
UNCHANGED16116100%$10.4K$10.6K+$2192026-10-14
Sage Mountain Advisors LLC
NEW150—+150——$9.9K—2026-11-02
Cape Investment Advisory, Inc.
UNCHANGED15015000%$9.7K$9.9K+$2042026-10-13
Trust Co of Toledo NA
UNCHANGED13413400%$8.6K$8.8K+$1822026-10-16
Elevated Capital Advisors, LLC
UNCHANGED12012000%$7.7K$7.9K+$1632026-11-04
Abound Wealth Management
UNCHANGED11011000%$7.1K$7.2K+$1502026-10-26
MTM Investment Management, LLC
UNCHANGED11011000%$7.1K$7.2K+$1502026-10-30
Financial Consulate, Inc
UNCHANGED959500%$6.1K$6.3K+$1292026-10-23
Salomon & Ludwin, LLC
UNCHANGED898900%$5.6K$5.9K+$2222026-10-29
Global Trust Asset Management, LLC
DECREASED70910-840-92%$58.7K$4.6K-$54.1K2026-10-19
City State Bank
UNCHANGED606000%$3.9K$4.0K+$822026-10-20
Evermay Wealth Management LLC
UNCHANGED515100%$3.3K$3.4K+$692026-11-05
Blue Trust, Inc.
UNCHANGED131300%$839$856+$172026-10-15
Go Invest LLC
INCREASED115+6+120%$296$735+$4392026-10-09
Rossby Financial, LCC
NEW7—+7——$461—2026-11-05
SBE LLC DBA Cedar Cove Wealth Partners
CLOSED031,661-31,661-100%$2.0M$0-$2.0M2026-10-15
Peddock Capital Advisors, LLC
CLOSED06,300-6,300-100%$406.4K$0-$406.4K2026-10-16
Raab & Moskowitz Asset Management LLC
CLOSED05,559-5,559-100%$358.6K$0-$358.6K2026-11-02
Polaris Investment Advisors, LLC
CLOSED04,600-4,600-100%$296.7K$0-$296.7K2026-10-20
Plan A Wealth LLC
CLOSED03,575-3,575-100%$230.6K$0-$230.6K2026-10-08
Founders Capital Management
CLOSED01,540-1,540-100%$99.3K$0-$99.3K2026-10-13
Smith Salley Wealth Management
CLOSED0801-801-100%$224.8K$0-$224.8K2026-11-03
International Assets Investment Management, LLC
CLOSED0476-476-100%$30.5K$0-$30.5K2026-11-02
MCF Advisors LLC
CLOSED0340-340-100%$21.9K$0-$21.9K2026-10-28
Gill Capital Partners, LLC
CLOSED0219-219-100%$14.1K$0-$14.1K2026-10-13
Woodard & Co Asset Management Group Inc
CLOSED070-70-100%$4.5K$0-$4.5K2026-11-03
Networth Advisors, LLC
CLOSED01-1-100%$57$0-$572026-11-03
Bank of America Corp
N/A—4,038,596-4,038,596-100%$260.5M———
Morgan Stanley
N/A—2,871,608-2,871,608-100%$185.2M———
Wells Fargo & Company
N/A—2,553,416-2,553,416-100%$164.7M———
LPL Financial LLC
N/A—1,993,202-1,993,202-100%$128.6M———
Baltimore-Washington Financial Advisors, Inc.
N/A—1,742,550-1,742,550-100%$112.4M———
UBS Group AG
N/A—1,462,261-1,462,261-100%$94.3M———
Royal Bank of Canada
N/A—1,223,031-1,223,031-100%$78.9M———
Raymond James Financial Inc
N/A—1,197,136-1,197,136-100%$77.2M———
JPMorgan Chase & Co
N/A—1,145,221-1,145,221-100%$72.4M———
HighTower Advisors, LLC
N/A—932,392-932,392-100%$60.1M———
Osaic Holdings, Inc.
N/A—852,226-852,226-100%$55.0M———
Two Sigma Investments, LP
N/A—829,900-829,900-100%$53.5M———
Goldman Sachs Group Inc
N/A—768,805-768,805-100%$49.6M———
Captrust Financial Advisors
N/A—697,411-697,411-100%$45.0M———
Summit Trail Advisors, LLC
N/A—605,866-605,866-100%$39.1M———
Bouchey Financial Group, Ltd.
N/A—471,353-471,353-100%$30.4M———
Quadrature Capital Ltd
N/A—406,259-406,259-100%$26.2M———
Pgim Custom Harvest LLC
N/A—388,662-388,662-100%$25.1M———
Cetera Investment Advisers
N/A—380,847-380,847-100%$24.6M———
Ameriprise Financial Inc
N/A—370,034-370,034-100%$23.9M———
RFP Financial Group LLC
N/A—315,619-315,619-100%$20.4M———
Envestnet Asset Management Inc
N/A—296,357-296,357-100%$19.1M———
Northwestern Mutual Wealth Management Co
N/A—268,901-268,901-100%$17.3M———
Mariner, LLC
N/A—249,025-249,025-100%$16.1M———
Condor Capital Management
N/A—221,316-221,316-100%$14.3M———
Prasad Wealth Partners, LLC
N/A—219,860-219,860-100%$14.2M———
AQR Capital Management LLC
N/A—202,720-202,720-100%$13.1M———
Janney Montgomery Scott LLC
N/A—181,296-181,296-100%$11.7M———
Arax Advisory Partners
N/A—180,768-180,768-100%$11.7M———
Stifel Financial Corp
N/A—174,796-174,796-100%$11.3M———
Atlas Capital Advisors Inc.
N/A—170,871-170,871-100%$11.0M———
Federation des caisses Desjardins du Quebec
N/A—167,548-167,548-100%$10.8M———
Vestmark Advisory Solutions, Inc.
N/A—138,010-138,010-100%$8.9M———
Cascade Wealth Advisors, Inc
N/A—131,869-131,869-100%$8.5M———
Vista Investment Management
N/A—126,534-126,534-100%$8.2M———
Advisory Services Network, LLC
N/A—126,321-126,321-100%$8.1M———
Destination Wealth Management
N/A—125,175-125,175-100%$8.1M———
Allworth Financial LP
N/A—118,100-118,100-100%$7.6M———
MML Investors Services, LLC
N/A—101,135-101,135-100%$6.5M———
Private Advisory Group LLC
N/A—95,424-95,424-100%$6.2M———
Quantinno Capital Management LP
N/A—93,508-93,508-100%$6.0M———
Rockefeller Capital Management L.P.
N/A—90,337-90,337-100%$5.8M———
Chicago Wealth Management, Inc.
N/A—82,101-82,101-100%$5.3M———
Stephens Inc
N/A—78,716-78,716-100%$5.1M———
Jones Financial Companies Lllp
N/A—78,640-78,640-100%$4.9M———
Sykon Capital LLC
N/A—76,957-76,957-100%$5.0M———
NewEdge Advisors, LLC
N/A—75,790-75,790-100%$4.9M———
Apriem Advisors
N/A—72,565-72,565-100%$4.7M———
Mercer Global Advisors Inc
N/A—70,513-70,513-100%$4.5M———
Bawa N Mallick Trust
N/A—64,080-64,080-100%$4.1M———
FMR LLC
N/A—63,969-63,969-100%$4.1M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—62,717-62,717-100%$4.0M———
Empirical Asset Management, LLC
N/A—62,304-62,304-100%$4.0M———
Cerity Partners LLC
N/A—58,527-58,527-100%$3.8M———
Sanctuary Advisors, LLC
N/A—57,829-57,829-100%$3.7M———
Private Advisor Group, LLC
N/A—57,339-57,339-100%$3.7M———
Investor's Fiduciary Advisor Network, LLC
N/A—56,334-56,334-100%$3.6M———
Hills Bank & Trust Co
N/A—56,098-56,098-100%$3.6M———
Geneos Wealth Management Inc.
N/A—52,147-52,147-100%$3.4M———
Gladstone Institutional Advisory LLC
N/A—51,236-51,236-100%$3.3M———
GeoWealth Management, LLC
N/A—46,120-46,120-100%$3.0M———
Scotia Capital Inc.
N/A—43,941-43,941-100%$2.8M———
Focus Partners Advisor Solutions, LLC
N/A—43,776-43,776-100%$2.8M———
HHM Wealth Advisors, LLC
N/A—43,550-43,550-100%$2.8M———
First National Bank of Omaha
N/A—42,879-42,879-100%$2.7M———
Abbot Financial Management, Inc.
N/A—37,944-37,944-100%$2.4M———
Tradition Wealth Management, LLC
N/A—36,935-36,935-100%$2.4M———
Clearstead Advisors, LLC
N/A—36,715-36,715-100%$2.4M———
UBS Asset Management Americas LLC
N/A—36,491-36,491-100%$2.4M———
Qube Research & Technologies Ltd
N/A—35,893-35,893-100%$2.3M———
O'shaughnessy Asset Management, LLC
N/A—35,766-35,766-100%$2.3M———
Sequoia Financial Advisors, LLC
N/A—34,078-34,078-100%$2.2M———
Prostatis Group LLC
N/A—33,855-33,855-100%$2.2M———
American Financial Advisors, LLC
N/A—31,641-31,641-100%$2.0M———
Steward Partners Investment Advisory, LLC
N/A—30,746-30,746-100%$2.0M———
Beacon Pointe Advisors, LLC
N/A—30,214-30,214-100%$1.9M———
Cahill Financial Advisors Inc
N/A—29,981-29,981-100%$1.9M———
&partners
N/A—27,855-27,855-100%$1.8M———
Astoria Portfolio Advisors Llc.
N/A—27,442-27,442-100%$1.8M———
Bramshill Investments, LLC
N/A—25,000-25,000-100%$1.6M———
Equitable Holdings, Inc.
N/A—24,812-24,812-100%$1.6M———
MAI Capital Management
N/A—24,103-24,103-100%$1.6M———
Principal Securities, Inc.
N/A—23,673-23,673-100%$1.5M———
Kapstone Financial Advisors LLC
N/A—23,540-23,540-100%$1.5M———
Ausdal Financial Partners, Inc.
N/A—22,670-22,670-100%$1.5M———
Zacks Investment Management
N/A—21,870-21,870-100%$1.4M———
FCA Corp
N/A—21,860-21,860-100%$1.4M———
National Bank of Canada
N/A—21,801-21,801-100%$1.4M———
One Charles Private Wealth Services, LLC
N/A—19,376-19,376-100%$1.2M———
Northern Trust Corp
N/A—19,182-19,182-100%$1.2M———
Brown Brothers Harriman & Co
N/A—18,600-18,600-100%$1.2M———
Optas, LLC
N/A—18,448-18,448-100%$1.2M———
Commerce Bank
N/A—18,267-18,267-100%$1.2M———
Hilltop Partners LLC
N/A—18,081-18,081-100%$1.2M———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—17,473-17,473-100%$1.1M———
Brown Advisory Inc
N/A—17,353-17,353-100%$1.1M———
Focus Partners Wealth
N/A—16,661-16,661-100%$1.1M———
Berger Financial Group, Inc
N/A—16,230-16,230-100%$1.0M———
Pacific SUN Financial Corp
N/A—16,200-16,200-100%$1.0M———
Segall Bryant & Hamill, LLC
N/A—16,000-16,000-100%$1.0M———
Kovack Advisors, Inc.
N/A—15,820-15,820-100%$1.0M———
Wealth Management Associates, Inc.
N/A—15,425-15,425-100%$994.9K———
First Trust Advisors LP
N/A—15,357-15,357-100%$990.5K———
BlackRock, Inc.
N/A—14,864-14,864-100%$958.7K———
Kingsview Wealth Management, LLC
N/A—14,598-14,598-100%$941.6K———
Clearwater Capital Advisors, LLC
N/A—13,590-13,590-100%$876.6K———
Waverly Advisors, LLC
N/A—13,578-13,578-100%$875.8K———
NewEdge Wealth, LLC
N/A—13,453-13,453-100%$867.7K———
Silver OAK Securities, Incorporated
N/A—13,325-13,325-100%$859.5K———
World Investment Advisors
N/A—13,259-13,259-100%$611.6K———
Bogart Wealth, LLC
N/A—12,766-12,766-100%$823.4K———
Orographic Financial Advisors, LLC
N/A—12,760-12,760-100%$836———
CIBC Bancorp USA Inc.
N/A—12,684-12,684-100%$818.1K———
BFC Planning, Inc.
N/A—12,622-12,622-100%$814.1K———
Financial Sense Advisors, Inc.
N/A—12,567-12,567-100%$810.6K———
Tidal Investments LLC
N/A—12,535-12,535-100%$808.5K———
Thoroughbred Financial Services, LLC
N/A—12,486-12,486-100%$805.0K———
Castle Wealth Management LLC
N/A—12,370-12,370-100%$797.9K———
Kintra Wealth, LLC
N/A—11,693-11,693-100%$778.8K———
Savvy Advisors, Inc.
N/A—11,650-11,650-100%$751.4K———
Bank of Montreal
N/A—11,090-11,090-100%$715.3K———
Prosperity Consulting Group, LLC
N/A—11,090-11,090-100%$715.3K———
Zhang Financial LLC
N/A—10,890-10,890-100%$702.4K———
Fiduciary Financial Advisors
N/A—10,622-10,622-100%$685.3K———
CIBC World Market Inc.
N/A—10,535-10,535-100%$679.5K———
Per Stirling Capital Management, Llc.
N/A—10,248-10,248-100%$661.0K———
Hilltop Holdings Inc.
N/A—10,065-10,065-100%$649.2K———
Capital Advisors Inc
N/A—9,697-9,697-100%$625.5K———
Van Diest Capital, LLC
N/A—9,660-9,660-100%$623.1K———
Envestnet Portfolio Solutions, Inc.
N/A—9,630-9,630-100%$621.1K———
Jupiter Topco LLC
N/A—9,483-9,483-100%$606.0K———
PNC Financial Services Group, Inc.
N/A—9,248-9,248-100%$596.5K———
Advisory Alpha, LLC
N/A—8,763-8,763-100%$565.2K———
Pursuit Wealth Strategies, LLC
N/A—8,700-8,700-100%$561.2K———
Dakota Wealth Management
N/A—8,580-8,580-100%$553.4K———
Aptus Capital Advisors, LLC
N/A—8,300-8,300-100%$535.4K———
Stratos Wealth Partners, Ltd.
N/A—8,295-8,295-100%$535.0K———
Ameritas Advisory Services, LLC
N/A—8,254-8,254-100%$532.4K———
NorthRock Partners, LLC
N/A—8,114-8,114-100%$523.4K———
Financial Engines Advisors L.L.C.
N/A—8,056-8,056-100%$519.6K———
Beck Capital Management, LLC
N/A—8,005-8,005-100%$516.3K———
Disciplined Investors, L.L.C.
N/A—7,850-7,850-100%$506.3K———
Susquehanna International Group, LLP
N/A—7,838-7,838-100%$505.6K———
Baird Financial Group, Inc.
N/A—7,628-7,628-100%$492.0K———
BSW Wealth Partners
N/A—7,622-7,622-100%$491.6K———
Flputnam Investment Management Co
N/A—7,597-7,597-100%$490.0K———
Melfa Wealth Management, Inc.
N/A—7,500-7,500-100%$483.8K———
Marex Group Ltd
N/A—7,500-7,500-100%$483.8K———
Money Concepts Capital Corp
N/A—7,480-7,480-100%$482.5K———
Deutsche Bank Ag\
N/A—7,337-7,337-100%$473.2K———
EP Wealth Advisors, LLC
N/A—7,323-7,323-100%$472.3K———
Pathstone Holdings, LLC
N/A—7,000-7,000-100%$451.5K———
Wealthspire Advisors, LLC
N/A—6,980-6,980-100%$450.2K———
Strategic Financial Concepts, LLC
N/A—6,947-6,947-100%$448.1K———
Transcend Capital Advisors, LLC
N/A—6,906-6,906-100%$445.4K———
Monograph Wealth Advisors, LLC
N/A—6,870-6,870-100%$443.1K———
IFG Advisory, LLC
N/A—6,727-6,727-100%$433.9K———
Koss-Olinger Consulting, LLC
N/A—6,641-6,641-100%$428.3K———
Purkiss Capital Advisors LLC
N/A—6,622-6,622-100%$427.1K———
Sharp Wealth Advisory, LLC
N/A—6,579-6,579-100%$424.4K———
Summit Financial, LLC
N/A—6,319-6,319-100%$407.6K———
Allred Capital Management, LLC
N/A—5,955-5,955-100%$384.1K———
Kiley Juergens Wealth Management, LLC
N/A—5,951-5,951-100%$383.8K———
Fidelis Capital Partners, LLC
N/A—5,891-5,891-100%$380.0K———
Harbour Investments, Inc.
N/A—5,723-5,723-100%$369.1K———
PFG Investments, LLC
N/A—5,415-5,415-100%$349.3K———
Composition Wealth, LLC
N/A—5,256-5,256-100%$339.0K———
Headinvest, LLC
N/A—5,117-5,117-100%$330.0K———
Nicolet Bankshares Inc
N/A—5,030-5,030-100%$324.4K———
Global Retirement Partners, LLC
N/A—5,010-5,010-100%$323.1K———
Sovereign Financial Group, Inc.
N/A—5,001-5,001-100%$322.6K———
Independent Advisor Alliance
N/A—5,000-5,000-100%$322.5K———
First National Advisers, LLC
N/A—4,970-4,970-100%$320.6K———
Essex Financial Services, Inc.
N/A—4,852-4,852-100%$313.0K———
Sankala Group LLC
N/A—4,710-4,710-100%$304.0K———
XTX Topco Ltd
N/A—4,590-4,590-100%$296.1K———
Foundations Investment Advisors, LLC
N/A—4,514-4,514-100%$291.1K———
Ballentine Partners, LLC
N/A—4,421-4,421-100%$285.2K———
Valmark Advisers, Inc.
N/A—4,277-4,277-100%$275.8K———
Williamson Legacy Group, LLC
N/A—4,232-4,232-100%$273.0K———
Berkshire Asset Management LLC
N/A—4,200-4,200-100%$270.9K———
Cornerstone Advisory, LLC
N/A—4,060-4,060-100%$261.9K———
TAGStone Capital, Inc.
N/A—4,000-4,000-100%$258.0K———
MJP Associates Inc
N/A—4,000-4,000-100%$258.0K———
First Foundation Advisors
N/A—3,913-3,913-100%$252.4K———
Glenmede Trust Co NA
N/A—3,900-3,900-100%$251.6K———
Smith, Moore & Co.
N/A—3,753-3,753-100%$242.1K———
Clarity Financial LLC
N/A—3,700-3,700-100%$238.7K———
CCG Wealth Management, LLC
N/A—3,683-3,683-100%$237.6K———
AE Wealth Management LLC
N/A—3,615-3,615-100%$233.2K———
Stratos Wealth Advisors, LLC
N/A—3,552-3,552-100%$229.1K———
Blair William & Co
N/A—3,526-3,526-100%$227.4K———
Keystone Financial Group
N/A—3,500-3,500-100%$225.8K———
Venturi Wealth Management, LLC
N/A—3,442-3,442-100%$222.0K———
Vident Advisory, LLC
N/A—3,360-3,360-100%$216.8K———
Franklin Resources Inc
N/A—3,325-3,325-100%$214.5K———
Jaffetilchin Investment Partners, LLC
N/A—3,274-3,274-100%$211.2K———
Peapack Gladstone Financial Corp
N/A—3,250-3,250-100%$210.0K———
TRB Wealth Management, LLC
N/A—3,201-3,201-100%$206.5K———
Integrated Wealth Concepts LLC
N/A—3,201-3,201-100%$206.5K———
CFO4Life Group, LLC
N/A—3,167-3,167-100%$204.3K———
Peak Retirement Planning, Inc.
N/A—3,167-3,167-100%$204.3K———
Atlantic Private Wealth, LLC
N/A—2,652-2,652-100%$171.0K———
Bessemer Group Inc
N/A—2,550-2,550-100%$164.0K———
Webster Bank, N. A.
N/A—2,521-2,521-100%$162.6K———
Cary Street Partners Financial LLC
N/A—2,350-2,350-100%$151.6K———
Hollencrest Capital Management
N/A—2,250-2,250-100%$145.1K———
Centaurus Financial, Inc.
N/A—1,822-1,822-100%$118.0K———
IMA Advisory Services, Inc.
N/A—1,818-1,818-100%$117.3K———
Steigerwald, Gordon & Koch Inc.
N/A—1,720-1,720-100%$110.9K———
Smartleaf Asset Management LLC
N/A—1,620-1,620-100%$102.5K———
Glen Eagle Advisors, LLC
N/A—1,300-1,300-100%$83.9K———
Walsh & Associates, LLC
N/A—1,300-1,300-100%$83.9K———
Collier Financial
N/A—1,213-1,213-100%$78.2K———
Private Wealth Asset Management, LLC
N/A—1,175-1,175-100%$75.8K———
Banque Transatlantique SA
N/A—1,173-1,173-100%$75.7K———
Cary Street Partners Investment Advisory LLC
N/A—1,140-1,140-100%$73.5K———
Ameritas Investment Partners, Inc.
N/A—1,077-1,077-100%$69.5K———
Front Row Advisors LLC
N/A—900-900-100%$58.1K———
FAS Wealth Partners, Inc.
N/A—861-861-100%$55.6K———
HM Payson & Co
N/A—600-600-100%$38.7K———
Measured Wealth Private Client Group, LLC
N/A—490-490-100%$31.6K———
Russell Investments Group, Ltd.
N/A—417-417-100%$26.9K———
Capital Analysts, LLC
N/A—402-402-100%$26.0K———
Highland Investment Advisors LLC
N/A—369-369-100%$23.8K———
Ritter Daniher Financial Advisory LLC / de
N/A—362-362-100%$23.4K———
SSA Swiss Advisors AG
N/A—350-350-100%$22.6K———
JPL Wealth Management, LLC
N/A—323-323-100%$20.8K———
Ancora Advisors LLCA
N/A—274-274-100%$17.7K———
Financial Gravity Companies, Inc.
N/A—209-209-100%$13.5K———
Synergy Investment Management, LLC
N/A—175-175-100%$11.3K———
Morris Financial Concepts, Inc.
N/A—76-76-100%$4.9K———
Strategic Wealth Partners, Ltd.
N/A—75-75-100%$4.8K———
WealthShield Partners, LLC
N/A—70-70-100%$4.5K———
Howe & Rusling Inc
N/A—60-60-100%$3.9K———
Lowe Brockenbrough & Co Inc
N/A—44-44-100%$2.8K———
BNP Paribas Financial Markets
N/A—20-20-100%$1.3K———
Dunhill Financial, LLC
N/A—12-12-100%$774———
Showing 525 of 525 institutions