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Invesco S&P Midcap Momentum (XMMO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Vantagepoint Investment Advisers LLC
DECREASED
Shares786,810 from 881,795
Change-94,985 (-11%)
Value$115.5M (-$34.6M)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares444,194 from 435,788
Change+8,406 (+2%)
Value$65.2M (-$9.0M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares365,151 from 368,061
Change-2,910 (-1%)
Value$53.6M (-$9.0M)
Filed 2026-11-02
Citigroup Inc
INCREASED
Shares189,241 from 171,794
Change+17,447 (+10%)
Value$27.8M (-$1.5M)
Filed 2026-11-04
Davidson Capital Management Inc.
DECREASED
Shares138,009 from 138,042
Change-33 (0%)
Value$20.3M (-$3.2M)
Filed 2026-10-15
Affinity Wealth LLC
INCREASED
Shares129,859 from 124,759
Change+5,100 (+4%)
Value$17.5M (-$3.7M)
Filed 2026-11-03
Focus Financial Network, Inc.
INCREASED
Shares127,536 from 125,386
Change+2,150 (+2%)
Value$18.7M (-$2.6M)
Filed 2026-10-14
Dala Group, LLC
INCREASED
Shares124,996 from 112,019
Change+12,977 (+12%)
Value$18.3M (-$715.8K)
Filed 2026-10-29
Oasis Advisors, LLC
INCREASED
Shares121,671 from 84,481
Change+37,190 (+44%)
Value$17.9M (+$3.5M)
Filed 2026-10-16
Kestra Advisory Services, LLC
INCREASED
Shares116,138 from 106,501
Change+9,637 (+9%)
Value$17.0M (-$1.1M)
Filed 2026-11-02
Sound Income Strategies, LLC
INCREASED
Shares103,673 from 92,630
Change+11,043 (+12%)
Value$15.3M (-$480.9K)
Filed 2026-10-09
Fifth Third Securities, Inc.
DECREASED
Shares98,914 from 101,244
Change-2,330 (-2%)
Value$14.5M (-$2.7M)
Filed 2026-10-21
TD Private Client Wealth LLC
INCREASED
Shares97,339 from 66,383
Change+30,956 (+47%)
Value$14.3M (+$3.0M)
Filed 2026-10-28
Manchester Financial Inc
INCREASED
Shares97,294 from 96,580
Change+714 (+1%)
Value$14.3M (-$2.2M)
Filed 2026-10-15
Financial Partners Group, Inc
DECREASED
Shares96,481 from 100,867
Change-4,386 (-4%)
Value$14.2M (-$3.0M)
Filed 2026-10-19
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares95,268 from 95,520
Change-252 (0%)
Value$14.0M (-$1.4M)
Filed 2026-10-13
Retirement Financial Solutions, LLC
NEW
Shares94,648
Change+94,648
Value$13.9M
Filed 2026-10-20
Family Investment Center, Inc.
DECREASED
Shares87,554 from 93,073
Change-5,519 (-6%)
Value$12.8M (-$3.0M)
Filed 2026-10-19
J.W. Cole Advisors, Inc.
INCREASED
Shares80,271 from 80,247
Change+24 (+0%)
Value$11.8M (-$1.9M)
Filed 2026-11-05
Flagship Wealth Advisors, LLC
DECREASED
Shares70,921 from 71,307
Change-386 (-1%)
Value$10.4M (-$1.7M)
Filed 2026-11-03
Principle Wealth Partners LLC
INCREASED
Shares67,966 from 60,388
Change+7,578 (+13%)
Value$10.0M (-$300.3K)
Filed 2026-11-02
Avaii Wealth Management, LLC
INCREASED
Shares66,099 from 63,778
Change+2,321 (+4%)
Value$10.0M (-$843.1K)
Filed 2026-10-09
LMG Wealth Partners, LLC
INCREASED
Shares63,206 from 60,963
Change+2,243 (+4%)
Value$9.3M (-$1.1M)
Filed 2026-11-05
Thrivent Financial for Lutherans
DECREASED
Shares59,270 from 68,547
Change-9,277 (-14%)
Value$4.2M (-$7.4M)
Filed 2026-11-05
Koshinski Asset Management, Inc.
INCREASED
Shares57,737 from 52,781
Change+4,956 (+9%)
Value$8.5M (-$507.4K)
Filed 2026-10-29
Meridian Wealth Management, LLC
INCREASED
Shares55,711 from 52,993
Change+2,718 (+5%)
Value$8.2M (-$840.6K)
Filed 2026-11-05
Sunrise Financial Services, LLC
INCREASED
Shares54,651 from 47,947
Change+6,704 (+14%)
Value$8.0M (-$137.8K)
Filed 2026-10-21
B. Riley Wealth Advisors, Inc.
DECREASED
Shares50,685 from 53,703
Change-3,018 (-6%)
Value$7.4M (-$1.6M)
Filed 2026-10-13
Titleist Asset Management, LLC
INCREASED
Shares50,026 from 48,776
Change+1,250 (+3%)
Value$7.3M (-$957.6K)
Filed 2026-10-08
Schorn Wealth LLC
INCREASED
Shares44,170 from 42,539
Change+1,631 (+4%)
Value$6.5M (-$755.7K)
Filed 2026-10-14
Flagship Harbor Advisors, LLC
INCREASED
Shares43,085 from 41,405
Change+1,680 (+4%)
Value$6.3M (-$721.9K)
Filed 2026-10-26
Prime Capital Investment Advisors, LLC
DECREASED
Shares38,221 from 38,515
Change-294 (-1%)
Value$5.6M (-$944.1K)
Filed 2026-10-20
Clear Creek Financial Management, LLC
INCREASED
Shares37,950 from 30,112
Change+7,838 (+26%)
Value$5.6M (+$446.0K)
Filed 2026-10-28
Sigma Planning Corp
INCREASED
Shares37,205 from 21,571
Change+15,634 (+72%)
Value$5.5M (+$1.8M)
Filed 2026-10-23
Accel Wealth Management
INCREASED
Shares36,934 from 31,416
Change+5,518 (+18%)
Value$5.4M (+$74.9K)
Filed 2026-10-13
Ullmann Wealth Partners Group, LLC
DECREASED
Shares35,924 from 36,640
Change-716 (-2%)
Value$5.3M (-$962.1K)
Filed 2026-11-02
Park Avenue Securities LLC
DECREASED
Shares35,776 from 37,356
Change-1,580 (-4%)
Value$5.3M (-$1.1M)
Filed 2026-10-26
HBW Advisory Services LLC
INCREASED
Shares34,343 from 31,622
Change+2,721 (+9%)
Value$5.0M (-$340.4K)
Filed 2026-10-15
Prospera Financial Services Inc
INCREASED
Shares33,624 from 28,483
Change+5,141 (+18%)
Value$4.6M (-$269.5K)
Filed 2026-11-04
Colonial River Investments, LLC
INCREASED
Shares33,393 from 27,523
Change+5,870 (+21%)
Value$4.9M (+$217.6K)
Filed 2026-10-19
Breakwater Capital Group
INCREASED
Shares33,316 from 29,037
Change+4,279 (+15%)
Value$4.9M (-$51.3K)
Filed 2026-10-09
Farther Finance Advisors, LLC
INCREASED
Shares32,558 from 30,419
Change+2,139 (+7%)
Value$4.8M (-$397.6K)
Filed 2026-10-08
Chicago Partners Investment Group LLC
INCREASED
Shares32,380 from 31,451
Change+929 (+3%)
Value$4.4M (-$739.8K)
Filed 2026-10-27
Guilbault Capital LLC
DECREASED
Shares31,585 from 31,670
Change-85 (0%)
Value$4.6M (-$753.3K)
Filed 2026-10-28
Columbia Advisory Partners LLC
DECREASED
Shares31,456 from 32,238
Change-782 (-2%)
Value$4.6M (-$868.8K)
Filed 2026-10-15
Creative Financial Designs Inc
INCREASED
Shares31,442 from 29,774
Change+1,668 (+6%)
Value$4.6M (-$451.7K)
Filed 2026-11-04
Vicus Capital
INCREASED
Shares29,792 from 29,543
Change+249 (+1%)
Value$4.4M (-$654.5K)
Filed 2026-11-05
Signature Estate & Investment Advisors LLC
INCREASED
Shares29,729 from 28,254
Change+1,475 (+5%)
Value$4.4M (-$444.5K)
Filed 2026-10-13
MY Wealth Management Inc.
INCREASED
Shares29,394 from 16,815
Change+12,579 (+75%)
Value$4.3M (+$1.5M)
Filed 2026-10-21
GPM Growth Investors, Inc.
INCREASED
Shares27,802 from 26,832
Change+970 (+4%)
Value$4.1M (-$485.3K)
Filed 2026-10-30
Independent Financial Group, LLC
INCREASED
Shares27,727 from 27,128
Change+599 (+2%)
Value$4.1M (-$546.6K)
Filed 2026-10-13
Guardian Asset Advisors, LLC
DECREASED
Shares26,691 from 36,761
Change-10,070 (-27%)
Value$3.9M (-$2.3M)
Filed 2026-10-16
ATX Financial Planning, LLC
INCREASED
Shares26,185 from 25,433
Change+752 (+3%)
Value$3.8M (-$484.5K)
Filed 2026-10-14
Trust Co of Toledo NA
INCREASED
Shares26,083 from 24,342
Change+1,741 (+7%)
Value$3.8M (-$313.9K)
Filed 2026-10-16
Paller Financial Services Inc
INCREASED
Shares25,647 from 24,545
Change+1,102 (+4%)
Value$3.8M (-$412.4K)
Filed 2026-10-13
Integrity Alliance, Llc.
INCREASED
Shares25,629 from 24,126
Change+1,503 (+6%)
Value$3.8M (-$343.7K)
Filed 2026-10-29
Parr Mcknight Wealth Management Group, LLC
INCREASED
Shares24,888 from 23,573
Change+1,315 (+6%)
Value$3.7M (-$358.4K)
Filed 2026-10-30
VestGen Advisors, LLC
INCREASED
Shares22,818 from 22,646
Change+172 (+1%)
Value$3.3M (-$504.5K)
Filed 2026-10-27
Lynch Investment Planning, LLC
INCREASED
Shares22,619 from 22,049
Change+570 (+3%)
Value$3.3M (-$432.0K)
Filed 2026-10-27
US Bancorp \de\
INCREASED
Shares22,202 from 18,117
Change+4,085 (+23%)
Value$3.3M (+$175.0K)
Filed 2026-11-05
Verde Capital Management
INCREASED
Shares21,869 from 19,445
Change+2,424 (+12%)
Value$3.2M (-$99.1K)
Filed 2026-10-28
GW Henssler & Associates LTD
INCREASED
Shares21,437 from 19,996
Change+1,441 (+7%)
Value$3.1M (-$256.2K)
Filed 2026-10-26
Elm3 Financial Group, LLC
DECREASED
Shares21,071 from 21,776
Change-705 (-3%)
Value$3.1M (-$612.8K)
Filed 2026-10-07
Wealthcare Advisory Partners LLC
INCREASED
Shares20,598 from 20,492
Change+106 (+1%)
Value$3.0M (-$463.8K)
Filed 2026-10-21
Spectrum Wealth Advisory Group, LLC
DECREASED
Shares20,288 from 20,610
Change-322 (-2%)
Value$3.0M (-$529.2K)
Filed 2026-10-29
Anson Capital, Inc.
INCREASED
Shares20,220 from 19,395
Change+825 (+4%)
Value$3.0M (-$332.7K)
Filed 2026-10-23
Kellett Wealth Advisors, LLC
DECREASED
Shares20,176 from 38,712
Change-18,536 (-48%)
Value$3.0M (-$3.6M)
Filed 2026-10-15
Carolina Wealth Management Inc
INCREASED
Shares20,065 from 17,997
Change+2,068 (+11%)
Value$2.9M (-$117.4K)
Filed 2026-10-29
Independent Wealth Network Inc.
INCREASED
Shares20,064 from 18,843
Change+1,221 (+6%)
Value$2.9M (-$261.6K)
Filed 2026-10-19
Noble Wealth Management PBC
INCREASED
Shares19,971 from 19,527
Change+444 (+2%)
Value$2.9M (-$391.6K)
Filed 2026-10-01
Monetary Solutions, Ltd
INCREASED
Shares19,499 from 17,509
Change+1,990 (+11%)
Value$2.9M (-$117.5K)
Filed 2026-10-22
Southland Equity Partners LLC
INCREASED
Shares19,314 from 19,184
Change+130 (+1%)
Value$2.8M (-$429.6K)
Filed 2026-10-14
Founders Financial Securities LLC
INCREASED
Shares19,008 from 16,057
Change+2,951 (+18%)
Value$2.8M (+$57.5K)
Filed 2026-10-28
Sovran Advisors, LLC
INCREASED
Shares18,697 from 17,058
Change+1,639 (+10%)
Value$2.6M (-$38.8K)
Filed 2026-11-02
Fifth Third Bancorp
INCREASED
Shares18,679 from 17,143
Change+1,536 (+9%)
Value$2.7M (-$175.5K)
Filed 2026-11-05
Y-Intercept (Hong Kong) Ltd
NEW
Shares18,213
Change+18,213
Value$2.7M
Filed 2026-10-16
Perigon Wealth Management, LLC
INCREASED
Shares17,611 from 17,450
Change+161 (+1%)
Value$2.6M (-$384.5K)
Filed 2026-10-22
Refined Wealth Management
INCREASED
Shares17,514 from 16,381
Change+1,133 (+7%)
Value$2.6M (-$216.8K)
Filed 2026-10-13
Diversified Enterprises, LLC
DECREASED
Shares17,443 from 17,566
Change-123 (-1%)
Value$2.6M (-$429.0K)
Filed 2026-10-19
Atria Investments, Inc
DECREASED
Shares15,619 from 17,268
Change-1,649 (-10%)
Value$2.3M (-$645.9K)
Filed 2026-10-15
Certified Advisory Corp
DECREASED
Shares15,310 from 15,578
Change-268 (-2%)
Value$2.2M (-$403.7K)
Filed 2026-10-29
Guardian Partners Inc.
NEW
Shares15,242
Change+15,242
Value$2.2M
Filed 2026-10-21
Citizens Financial Group Inc
NEW
Shares15,125
Change+15,125
Value$2.2M
Filed 2026-10-23
RFG Advisory, LLC
INCREASED
Shares15,033 from 14,465
Change+568 (+4%)
Value$2.2M (-$255.0K)
Filed 2026-11-03
Total Clarity Wealth Management, Inc.
INCREASED
Shares14,467 from 14,462
Change+5 (+0%)
Value$2.1M (-$337.5K)
Filed 2026-10-26
Unique Wealth, LLC
INCREASED
Shares14,375 from 11,729
Change+2,646 (+23%)
Value$2.1M (+$114.0K)
Filed 2026-10-16
JBR Co Financial Management Inc
DECREASED
Shares14,212 from 15,475
Change-1,263 (-8%)
Value$2.4M (-$273.7K)
Filed 2026-10-13
SeaCrest Wealth Management, LLC
INCREASED
Shares14,017 from 13,125
Change+892 (+7%)
Value$2.1M (-$176.1K)
Filed 2026-10-21
Comprehensive Financial Planning, Inc.
INCREASED
Shares13,311 from 10,968
Change+2,343 (+21%)
Value$2.0M (+$87.4K)
Filed 2026-10-27
Northbridge Financial Group, LLC
DECREASED
Shares13,189 from 14,186
Change-997 (-7%)
Value$2.0M (-$412.3K)
Filed 2026-11-05
Creative Planning
INCREASED
Shares12,609 from 6,007
Change+6,602 (+110%)
Value$1.9M (+$828.4K)
Filed 2026-11-02
Fortitude Family Office, LLC
UNCHANGED
Shares12,300 from 12,300
Change0 (0%)
Value$1.8M (-$287.7K)
Filed 2026-10-14
Visionary Wealth Advisors
INCREASED
Shares12,218 from 11,707
Change+511 (+4%)
Value$1.8M (-$198.9K)
Filed 2026-11-04
PFG Advisors
DECREASED
Shares11,793 from 16,775
Change-4,982 (-30%)
Value$1.7M (-$1.1M)
Filed 2026-10-16
Traynor Capital Management, Inc.
UNCHANGED
Shares11,632 from 11,632
Change0 (0%)
Value$1.7M (-$272.1K)
Filed 2026-10-29
Comprehensive Wealth Management, LLC
INCREASED
Shares10,419 from 9,536
Change+883 (+9%)
Value$1.5M (-$93.5K)
Filed 2026-11-02
Cornerstone Management, Inc.
INCREASED
Shares10,368 from 10,172
Change+196 (+2%)
Value$1.5M (-$209.2K)
Filed 2026-10-16
Oppenheimer & Co Inc
INCREASED
Shares10,014 from 8,214
Change+1,800 (+22%)
Value$1.5M (+$72.0K)
Filed 2026-10-26
Howard Capital Management, LLC
INCREASED
Shares9,988 from 9,360
Change+628 (+7%)
Value$1.5M (-$126.8K)
Filed 2026-10-16
Concurrent Investment Advisors, LLC
NEW
Shares9,912
Change+9,912
Value$1.5M
Filed 2026-10-16
Convergence Financial, LLC
NEW
Shares9,819
Change+9,819
Value$1.4M
Filed 2026-10-27
Dynamic Advisor Solutions LLC
DECREASED
Shares9,362 from 9,681
Change-319 (-3%)
Value$1.4M (-$273.2K)
Filed 2026-10-13
MFA Wealth Services
INCREASED
Shares9,351 from 9,328
Change+23 (+0%)
Value$1.4M (-$214.9K)
Filed 2026-10-14
OxenFree Capital LLC
INCREASED
Shares9,288 from 8,923
Change+365 (+4%)
Value$1.4M (-$20.6K)
Filed 2026-10-07
Blue Jean Financial LLC
DECREASED
Shares9,030 from 9,364
Change-334 (-4%)
Value$1.3M (-$268.0K)
Filed 2026-10-20
Spire Wealth Management
INCREASED
Shares8,970 from 8,087
Change+883 (+11%)
Value$1.3M (-$59.5K)
Filed 2026-10-30
Secure Asset Management, LLC
INCREASED
Shares8,826 from 8,170
Change+656 (+8%)
Value$1.3M (-$94.9K)
Filed 2026-10-19
Burke & Herbert Bank & Trust Co
INCREASED
Shares8,461 from 6,758
Change+1,703 (+25%)
Value$1.2M (+$91.8K)
Filed 2026-11-02
Tactive Advisors, LLC
DECREASED
Shares8,438 from 8,574
Change-136 (-2%)
Value$1.2M (-$220.5K)
Filed 2026-10-08
MGO One Seven LLC
DECREASED
Shares8,393 from 9,661
Change-1,268 (-13%)
Value$1.2M (-$412.2K)
Filed 2026-10-28
Fortune Financial Group, Inc.
INCREASED
Shares8,363 from 6,764
Change+1,599 (+24%)
Value$1.2M (+$76.4K)
Filed 2026-10-22
Commonwealth Financial Services, LLC
DECREASED
Shares8,264 from 24,651
Change-16,387 (-66%)
Value$1.2M (-$3.0M)
Filed 2026-10-20
Bank of New York Mellon Corp
INCREASED
Shares8,195 from 1,508
Change+6,687 (+443%)
Value$1.2M (+$946.2K)
Filed 2026-11-05
Foresight Capital Management Advisors, Inc.
DECREASED
Shares8,185 from 8,303
Change-118 (-1%)
Value$1.2M (-$209.0K)
Filed 2026-10-27
Mascagni Wealth Management, Inc.
INCREASED
Shares7,772 from 7,470
Change+302 (+4%)
Value$1.1M (-$130.4K)
Filed 2026-10-23
Carlson Financial, Inc.
INCREASED
Shares7,692 from 7,626
Change+66 (+1%)
Value$1.1M (-$168.4K)
Filed 2026-11-05
Patten Group, Inc.
INCREASED
Shares7,681 from 7,098
Change+583 (+8%)
Value$1.1M (-$80.5K)
Filed 2026-10-26
Urban Wealth Management, LLC
DECREASED
Shares7,640 from 9,913
Change-2,273 (-23%)
Value$1.1M (-$565.4K)
Filed 2026-10-21
Kingswood Wealth Advisors, LLC
INCREASED
Shares7,622 from 6,771
Change+851 (+13%)
Value$1.1M (-$33.5K)
Filed 2026-10-23
R2 Capital Strategies, LLC
INCREASED
Shares7,125 from 5,913
Change+1,212 (+21%)
Value$1.0M (+$39.6K)
Filed 2026-10-15
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares7,122 from 7,122
Change0 (0%)
Value$1.2M ($0)
Filed 2026-11-03
Elevation Capital Advisory, LLC
DECREASED
Shares6,967 from 15,985
Change-9,018 (-56%)
Value$1.0M (-$1.7M)
Filed 2026-10-29
Armbruster Capital Management, Inc.
UNCHANGED
Shares6,959 from 6,959
Change0 (0%)
Value$1.0M (-$162.8K)
Filed 2026-10-19
Centerpoint Advisory Group
DECREASED
Shares6,908 from 7,324
Change-416 (-6%)
Value$1.0M (-$232.3K)
Filed 2026-10-23
Signal Advisors Wealth, LLC
INCREASED
Shares6,889 from 3,891
Change+2,998 (+77%)
Value$1.0M (+$348.9K)
Filed 2026-10-13
SeaBridge Investment Advisors LLC
NEW
Shares6,698
Change+6,698
Value$982.9K
Filed 2026-11-02
Brookstone Capital Management
INCREASED
Shares6,639 from 5,624
Change+1,015 (+18%)
Value$974.3K (+$17.5K)
Filed 2026-10-22
Csenge Advisory Group
INCREASED
Shares6,580 from 6,055
Change+525 (+9%)
Value$965.6K (-$64.5K)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
DECREASED
Shares6,407 from 11,737
Change-5,330 (-45%)
Value$940.2K (-$1.1M)
Filed 2026-10-30
Journey Advisory Group, LLC
DECREASED
Shares6,183 from 6,240
Change-57 (-1%)
Value$907.4K (-$154.3K)
Filed 2026-11-04
Capstone Wealth Management Group, LLC
DECREASED
Shares6,005 from 33,868
Change-27,863 (-82%)
Value$812.0K (-$5.0M)
Filed 2026-11-05
Cap Partners, LLC
INCREASED
Shares5,927 from 4,910
Change+1,017 (+21%)
Value$869.8K (+$34.4K)
Filed 2026-10-19
Insight Wealth Strategies, LLC
DECREASED
Shares5,619 from 93,115
Change-87,496 (-94%)
Value$824.6K (-$14.6M)
Filed 2026-10-09
HRC Wealth Management, LLC
INCREASED
Shares5,575 from 5,070
Change+505 (+10%)
Value$818.2K (-$44.5K)
Filed 2026-10-16
Grandview Asset Management LLC
DECREASED
Shares5,055 from 5,511
Change-456 (-8%)
Value$741.8K (-$211.0K)
Filed 2026-10-19
Meridian Financial Advisors, LLC
INCREASED
Shares4,935 from 4,610
Change+325 (+7%)
Value$724.2K (-$60.1K)
Filed 2026-10-14
Sheets Smith Wealth Management
INCREASED
Shares4,852 from 1,408
Change+3,444 (+245%)
Value$712.0K (+$472.5K)
Filed 2026-10-16
Silver Grove Financial Group, Inc.
INCREASED
Shares4,568 from 2,297
Change+2,271 (+99%)
Value$670.4K (+$279.5K)
Filed 2026-11-05
Parcion Private Wealth LLC
INCREASED
Shares4,555 from 4,020
Change+535 (+13%)
Value$668.4K (-$15.7K)
Filed 2026-10-28
Investors Research Corp
INCREASED
Shares4,527 from 4,228
Change+299 (+7%)
Value$664.3K (-$55.0K)
Filed 2026-10-07
Bellecapital International Ltd.
DECREASED
Shares4,367 from 5,250
Change-883 (-17%)
Value$640.9K (-$252.4K)
Filed 2026-10-21
ACT Wealth Management, LLC
DECREASED
Shares4,325 from 5,394
Change-1,069 (-20%)
Value$634.8K (-$283.0K)
Filed 2026-10-09
Redhawk Wealth Advisors, Inc.
DECREASED
Shares4,137 from 6,207
Change-2,070 (-33%)
Value$607.1K (-$449.0K)
Filed 2026-10-14
E&G Advisors, LLC
INCREASED
Shares4,085 from 3,675
Change+410 (+11%)
Value$599.5K (-$25.8K)
Filed 2026-10-13
Private Trust Co NA
DECREASED
Shares4,055 from 4,621
Change-566 (-12%)
Value$595.1K (-$191.1K)
Filed 2026-10-20
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares4,012 from 4,006
Change+6 (+0%)
Value$588.8K (-$92.7K)
Filed 2026-10-29
Truist Financial Corp
DECREASED
Shares3,933 from 4,781
Change-848 (-18%)
Value$577.1K (-$236.4K)
Filed 2026-10-30
BNB Wealth Management, LLC
DECREASED
Shares3,910 from 36,378
Change-32,468 (-89%)
Value$573.7K (-$5.6M)
Filed 2026-10-28
Main Street Group, LTD
DECREASED
Shares3,740 from 3,764
Change-24 (-1%)
Value$548.8K (-$91.5K)
Filed 2026-10-28
International Assets Investment Management, LLC
INCREASED
Shares3,551 from 3,366
Change+185 (+6%)
Value$530.3K (-$28.5K)
Filed 2026-11-02
Lodestone Wealth Management LLC
INCREASED
Shares3,550 from 3,136
Change+414 (+13%)
Value$521.0K (-$12.6K)
Filed 2026-10-14
Focused Alpha, LLC
DECREASED
Shares3,522 from 3,590
Change-68 (-2%)
Value$516.8K (-$93.9K)
Filed 2026-10-20
CoreCap Advisors, LLC
INCREASED
Shares3,518 from 3,253
Change+265 (+8%)
Value$516.3K (-$37.1K)
Filed 2026-10-08
Uptick Partners, LLC
INCREASED
Shares3,425 from 3,341
Change+84 (+3%)
Value$502.7K (-$65.7K)
Filed 2026-11-04
Wedbush Securities Inc
DECREASED
Shares3,409 from 3,797
Change-388 (-10%)
Value$500 (-$645.5K)
Filed 2026-10-22
World Equity Group, Inc.
DECREASED
Shares3,404 from 8,486
Change-5,082 (-60%)
Value$499.7K (-$944.9K)
Filed 2026-10-14
Whipplewood Advisors, LLC
INCREASED
Shares3,362 from 3,092
Change+270 (+9%)
Value$493.4K (-$32.7K)
Filed 2026-10-20
Atlas Private Wealth Advisors
INCREASED
Shares3,294 from 3,119
Change+175 (+6%)
Value$483.4K (-$47.3K)
Filed 2026-10-23
IFP Advisors, Inc
INCREASED
Shares3,284 from 3,244
Change+40 (+1%)
Value$481.9K (-$70.0K)
Filed 2026-10-16
Cornerstone Wealth Management, LLC
INCREASED
Shares3,240 from 1,726
Change+1,514 (+88%)
Value$475.5K (+$181.7K)
Filed 2026-11-04
Retirement Planning Group, LLC
INCREASED
Shares3,164 from 3,027
Change+137 (+5%)
Value$464.3K (-$50.7K)
Filed 2026-10-19
D.A. Davidson & Co.
INCREASED
Shares3,137 from 2,874
Change+263 (+9%)
Value$460.4K (-$28.6K)
Filed 2026-10-28
Elwood & Goetz Wealth Advisory Group, LLC
NEW
Shares2,818
Change+2,818
Value$413.6K
Filed 2026-10-28
Capital Square, LLC
INCREASED
Shares2,781 from 2,677
Change+104 (+4%)
Value$408.2K (-$24.3K)
Filed 2026-10-19
Crescent Sterling, Ltd.
INCREASED
Shares2,766 from 2,663
Change+103 (+4%)
Value$405.9K (-$47.2K)
Filed 2026-10-16
Sculati Wealth Management, LLC
DECREASED
Shares2,671 from 2,710
Change-39 (-1%)
Value$391.3K (-$34.4K)
Filed 2026-10-19
Caldwell Trust Co
NEW
Shares2,668
Change+2,668
Value$391.5K
Filed 2026-10-30
TCP Asset Management, LLC
UNCHANGED
Shares2,491 from 2,491
Change0 (0%)
Value$377.2K (-$46.7K)
Filed 2026-10-14
Vise Technologies, Inc.
INCREASED
Shares2,404 from 1,589
Change+815 (+51%)
Value$352.9K (+$82.4K)
Filed 2026-10-29
Harbor Asset Planning, Inc.
INCREASED
Shares2,381 from 2,377
Change+4 (+0%)
Value$349.5K (-$55.0K)
Filed 2026-10-23
Wealth Management Nebraska
INCREASED
Shares2,253 from 1,883
Change+370 (+20%)
Value$330.6K (+$10.3K)
Filed 2026-10-26
TFB Advisors LLC
DECREASED
Shares2,205 from 2,232
Change-27 (-1%)
Value$323.6K (-$56.2K)
Filed 2026-11-02
Fulton Bank, N.A.
DECREASED
Shares2,161 from 2,196
Change-35 (-2%)
Value$317.1K (-$56.5K)
Filed 2026-10-14
Apollon Wealth Management, LLC
INCREASED
Shares2,133 from 1,854
Change+279 (+15%)
Value$313.0K (-$2.4K)
Filed 2026-10-23
Tennessee Valley Asset Management Partners
DECREASED
Shares2,071 from 2,125
Change-54 (-3%)
Value$303.9K (-$57.6K)
Filed 2026-11-03
Hazlett, Burt & Watson, Inc.
INCREASED
Shares2,043 from 1,840
Change+203 (+11%)
Value$111.2K (-$106.9K)
Filed 2026-11-04
Mission Financial Group, LLC
DECREASED
Shares1,908 from 2,475
Change-567 (-23%)
Value$280.0K (-$141.1K)
Filed 2026-10-21
Longview Financial Advisors, Inc.
DECREASED
Shares1,891 from 2,217
Change-326 (-15%)
Value$277.5K (-$99.7K)
Filed 2026-10-09
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares1,821 from 2,184
Change-363 (-17%)
Value$267.2K (-$104.4K)
Filed 2026-10-14
Capital Wealth Alliance, LLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$264.2K (-$42.1K)
Filed 2026-10-20
RVW Wealth, LLC
UNCHANGED
Shares1,789 from 1,789
Change0 (0%)
Value$262.6K (-$41.9K)
Filed 2026-10-06
Silverlake Wealth Management LLC
UNCHANGED
Shares1,753 from 1,753
Change0 (0%)
Value$257.3K (-$41.0K)
Filed 2026-10-21
Trek Financial, LLC
NEW
Shares1,737
Change+1,737
Value$254.9K
Filed 2026-10-29
Fermata Advisors, LLC
UNCHANGED
Shares1,717 from 1,717
Change0 (0%)
Value$251.9K (-$40.1K)
Filed 2026-10-13
StoneX Group Inc.
DECREASED
Shares1,698 from 1,722
Change-24 (-1%)
Value$249.2K (-$43.8K)
Filed 2026-11-03
Nottingham Advisors, Inc.
UNCHANGED
Shares1,660 from 1,660
Change0 (0%)
Value$247.9K (-$11.4K)
Filed 2026-10-29
Englebert Financial Advisers, LLC
DECREASED
Shares1,644 from 1,686
Change-42 (-2%)
Value$241.3K (-$45.6K)
Filed 2026-10-20
PKS Advisory Services, LLC
UNCHANGED
Shares1,627 from 1,627
Change0 (0%)
Value$277.1K ($0)
Filed 2026-10-26
HB Wealth Management, LLC
INCREASED
Shares1,603 from 1,602
Change+1 (+0%)
Value$235.2K (-$37.4K)
Filed 2026-10-23
Instrumental Wealth, LLC
INCREASED
Shares1,599 from 1,419
Change+180 (+13%)
Value$234.6K (-$6.8K)
Filed 2026-10-20
Unified Investment Management
UNCHANGED
Shares1,565 from 1,565
Change0 (0%)
Value$229.7K (-$36.6K)
Filed 2026-10-14
Simplicity Wealth,LLC
DECREASED
Shares1,508 from 2,827
Change-1,319 (-47%)
Value$221.3K (-$259.8K)
Filed 2026-10-23
Larson Financial Group LLC
DECREASED
Shares1,494 from 1,497
Change-3 (0%)
Value$219.2K (-$35.4K)
Filed 2026-11-05
Valeo Financial Advisors, LLC
INCREASED
Shares1,443 from 1,441
Change+2 (+0%)
Value$211.7K (-$33.4K)
Filed 2026-10-08
Rossby Financial, LCC
INCREASED
Shares1,396 from 1,234
Change+162 (+13%)
Value$204.9K (-$5.1K)
Filed 2026-11-05
Optivise Advisory Services LLC
UNCHANGED
Shares1,384 from 1,384
Change0 (0%)
Value$203.1K (-$32.4K)
Filed 2026-10-19
Axxcess Wealth Management, LLC
DECREASED
Shares1,376 from 53,723
Change-52,347 (-97%)
Value$201.9K (-$8.9M)
Filed 2026-10-21
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares1,089 from 1,089
Change0 (0%)
Value$159.8K (-$25.5K)
Filed 2026-10-19
EverSource Wealth Advisors, LLC
UNCHANGED
Shares1,087 from 1,087
Change0 (0%)
Value$159.5K (-$25.4K)
Filed 2026-11-04
Cullen T Bankers, Inc.
INCREASED
Shares935 from 934
Change+1 (+0%)
Value$137.3K (-$21.7K)
Filed 2026-10-28
Polaris Financial Partners
NEW
Shares779
Change+779
Value$114
Filed 2026-10-02
Sage Mountain Advisors LLC
UNCHANGED
Shares764 from 764
Change0 (0%)
Value$112.1K (-$17.9K)
Filed 2026-11-02
Assetmark, Inc
DECREASED
Shares703 from 757
Change-54 (-7%)
Value$103.2K (-$25.6K)
Filed 2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED
Shares611 from 476
Change+135 (+28%)
Value$89.7K (+$8.7K)
Filed 2026-11-03
Harbor Investment Advisory, LLC
INCREASED
Shares590 from 465
Change+125 (+27%)
Value$86.6K (+$7.5K)
Filed 2026-10-13
Mather Group, Llc.
NEW
Shares587
Change+587
Value$86.1K
Filed 2026-10-14
Bokf, NA
UNCHANGED
Shares568 from 568
Change0 (0%)
Value$83.4K (-$13.3K)
Filed 2026-10-27
Parkside Financial Bank & Trust
INCREASED
Shares485 from 484
Change+1 (+0%)
Value$71.2K (-$11.2K)
Filed 2026-10-27
Capital Investment Advisory Services, LLC
INCREASED
Shares481 from 228
Change+253 (+111%)
Value$70.5K (+$31.7K)
Filed 2026-10-30
Godsey & Gibb, Inc
UNCHANGED
Shares446 from 446
Change0 (0%)
Value$65.5K (-$10.4K)
Filed 2026-10-14
Key FInancial Inc
UNCHANGED
Shares430 from 430
Change0 (0%)
Value$63.1K (-$10.1K)
Filed 2026-11-02
City State Bank
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$51.4K (-$8.2K)
Filed 2026-10-20
Rydar Equities, Inc.
NEW
Shares266
Change+266
Value$39.5K
Filed 2026-10-13
Archer Investment Corp
UNCHANGED
Shares265 from 265
Change0 (0%)
Value$38.9K (-$6.2K)
Filed 2026-11-05
Lanark Financial, Inc.
DECREASED
Shares242 from 325
Change-83 (-26%)
Value$35.5K (-$19.8K)
Filed 2026-10-26
TD Waterhouse Canada Inc.
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$32.8K (-$3.7K)
Filed 2026-10-16
Golden State Wealth Management, LLC
UNCHANGED
Shares216 from 216
Change0 (0%)
Value$31.7K (-$5.1K)
Filed 2026-11-02
Planning Strategies Inc.
UNCHANGED
Shares202 from 202
Change0 (0%)
Value$29.6K (-$4.7K)
Filed 2026-10-02
Pinnacle Bancorp, Inc.
INCREASED
Shares191 from 26
Change+165 (+635%)
Value$28.0K (+$23.6K)
Filed 2026-10-21
Beacon Capital Management, Inc.
UNCHANGED
Shares178 from 178
Change0 (0%)
Value$26.1K (-$4.2K)
Filed 2026-10-13
Signature Resources Capital Management, LLC
UNCHANGED
Shares161 from 161
Change0 (0%)
Value$23.6K (-$3.8K)
Filed 2026-10-16
Jacobi Capital Management LLC
NEW
Shares152
Change+152
Value$22.3K
Filed 2026-11-05
Rosenberg Matthew Hamilton
NEW
Shares150
Change+150
Value$22.0K
Filed 2026-10-05
Toth Financial Advisory Corp
NEW
Shares148
Change+148
Value$21.7K
Filed 2026-10-08
GoalVest Advisory LLC
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$20.0K (-$3.2K)
Filed 2026-10-02
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares131 from 131
Change0 (0%)
Value$19.2K (-$3.0K)
Filed 2026-10-07
Abound Wealth Management
UNCHANGED
Shares129 from 129
Change0 (0%)
Value$18.9K (-$3.0K)
Filed 2026-10-26
Register Financial Advisors LLC
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$15.7K (-$2.5K)
Filed 2026-10-23
Nfsg Corp
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$15.0K (-$2.4K)
Filed 2026-10-15
Lloyd Advisory Services, Llc.
DECREASED
Shares94 from 193
Change-99 (-51%)
Value$13.8K (-$19.0K)
Filed 2026-11-02
Jnba Financial Advisors
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$12.2K (-$1.9K)
Filed 2026-11-03
Latitude Advisors, LLC
NEW
Shares81
Change+81
Value$11.9K
Filed 2026-10-27
First Pacific Financial
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$5.3K (-$834)
Filed 2026-10-14
Plante Moran Financial Advisors, LLC
DECREASED
Shares30 from 61
Change-31 (-51%)
Value$4.4K (-$6.0K)
Filed 2026-11-04
Central Pacific Bank - Trust Division
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$2.5K (-$397)
Filed 2026-10-06
Farmers & Merchants Investments Inc
NEW
Shares15
Change+15
Value$2.2K
Filed 2026-10-22
Signaturefd, LLC
NEW
Shares12
Change+12
Value$1.8K
Filed 2026-10-23
Nvwm, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$1.2K (-$188)
Filed 2026-10-14
Trust Co
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$587 (-$94)
Filed 2026-10-09
Braeburn Wealth Management LLC
CLOSED
Shares0 from 33,907
Change-33,907 (-100%)
Value$0 (-$5.8M)
Filed 2026-10-15
SigFig Wealth Management, LLC
CLOSED
Shares0 from 13,574
Change-13,574 (-100%)
Value$0 (-$2.3M)
Filed 2026-10-07
Sowell Financial Services LLC
CLOSED
Shares0 from 3,047
Change-3,047 (-100%)
Value$0 (-$518.4K)
Filed 2026-10-23
Stenger Family Office, LLC
CLOSED
Shares0 from 1,813
Change-1,813 (-100%)
Value$0 (-$308.5K)
Filed 2026-10-22
APS Management Group, Inc.
CLOSED
Shares0 from 1,775
Change-1,775 (-100%)
Value$0 (-$302.0K)
Filed 2026-10-14
Kelly Financial Services LLC
CLOSED
Shares0 from 1,742
Change-1,742 (-100%)
Value$0 (-$296.4K)
Filed 2026-10-20
TBH Global Asset Management, LLC
CLOSED
Shares0 from 1,598
Change-1,598 (-100%)
Value$0 (-$272.0K)
Filed 2026-11-03
Scarborough Advisors, LLC
CLOSED
Shares0 from 1,351
Change-1,351 (-100%)
Value$0 (-$229.9K)
Filed 2026-10-16
Compound Planning, Inc.
CLOSED
Shares0 from 1,298
Change-1,298 (-100%)
Value$0 (-$220.9K)
Filed 2026-11-05
United Advisor Group, LLC
CLOSED
Shares0 from 1,213
Change-1,213 (-100%)
Value$0 (-$206.4K)
Filed 2026-11-03
XY Planning Network, Inc.
CLOSED
Shares0 from 1,212
Change-1,212 (-100%)
Value$0 (-$206.2K)
Filed 2026-10-14
LEE Danner & Bass Inc
CLOSED
Shares0 from 1,200
Change-1,200 (-100%)
Value$0 (-$204.2K)
Filed 2026-10-27
D'Orazio & Associates, Inc.
CLOSED
Shares0 from 1,200
Change-1,200 (-100%)
Value$0 (-$204.2K)
Filed 2026-11-04
Nations Financial Group Inc,
CLOSED
Shares0 from 1,184
Change-1,184 (-100%)
Value$0 (-$201.4K)
Filed 2026-11-05
Brooklyn FI, LLC
CLOSED
Shares0 from 612
Change-612 (-100%)
Value$0 (-$99.0K)
Filed 2026-11-05
First Command Advisory Services, Inc.
CLOSED
Shares0 from 568
Change-568 (-100%)
Value$0 (-$96.6K)
Filed 2026-11-05
Signature Equity Partners, LLC
CLOSED
Shares0 from 348
Change-348 (-100%)
Value$0 (-$59.3K)
Filed 2026-10-29
Wilmington Savings Fund Society, FSB
CLOSED
Shares0 from 204
Change-204 (-100%)
Value$0 (-$34.7K)
Filed 2026-10-23
Richardson Financial Services Inc.
CLOSED
Shares0 from 167
Change-167 (-100%)
Value$0 (-$28.4K)
Filed 2026-10-30
AdvisorNet Financial, Inc
CLOSED
Shares0 from 122
Change-122 (-100%)
Value$0 (-$20.8K)
Filed 2026-10-15
Kingdom Financial Group Llc.
CLOSED
Shares0 from 81
Change-81 (-100%)
Value$0 (-$13.8K)
Filed 2026-11-04
Networth Advisors, LLC
CLOSED
Shares0 from 69
Change-69 (-100%)
Value$0 (-$11.8K)
Filed 2026-11-03
Cape Investment Advisory, Inc.
CLOSED
Shares0 from 41
Change-41 (-100%)
Value$0 (-$7.0K)
Filed 2026-10-13
Key Capital Management, Inc
CLOSED
Shares0 from 36
Change-36 (-100%)
Value$0 (-$6.1K)
Filed 2026-11-03
Cornerstone Planning Group LLC
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$2.8K)
Filed 2026-10-16
Simplex Trading, LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$680)
Filed 2026-11-04
LPL Financial LLC
N/A
Shares— from 4,095,320
Change-4,095,320 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,368,277
Change-2,368,277 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,510,414
Change-1,510,414 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,371,946
Change-1,371,946 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,345,518
Change-1,345,518 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,299,037
Change-1,299,037 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,295,928
Change-1,295,928 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,015,181
Change-1,015,181 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,000,210
Change-1,000,210 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 892,567
Change-892,567 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 835,694
Change-835,694 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 507,500
Change-507,500 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 460,191
Change-460,191 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 365,151
Change-365,151 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 353,974
Change-353,974 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 348,431
Change-348,431 (-100%)
Value—
UBS Group AG
N/A
Shares— from 341,475
Change-341,475 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 320,484
Change-320,484 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 266,130
Change-266,130 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 209,806
Change-209,806 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 196,900
Change-196,900 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 188,397
Change-188,397 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 175,074
Change-175,074 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 155,686
Change-155,686 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 138,113
Change-138,113 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 136,140
Change-136,140 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 130,771
Change-130,771 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 120,954
Change-120,954 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 109,569
Change-109,569 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 108,083
Change-108,083 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 95,363
Change-95,363 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 92,765
Change-92,765 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 87,025
Change-87,025 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 86,510
Change-86,510 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 83,256
Change-83,256 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 83,063
Change-83,063 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 77,168
Change-77,168 (-100%)
Value—
WIN Advisors, Inc
N/A
Shares— from 76,701
Change-76,701 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 72,657
Change-72,657 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 71,615
Change-71,615 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 67,286
Change-67,286 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 62,929
Change-62,929 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 61,802
Change-61,802 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 61,437
Change-61,437 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 59,242
Change-59,242 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 50,410
Change-50,410 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 47,959
Change-47,959 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 46,957
Change-46,957 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 46,822
Change-46,822 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 46,563
Change-46,563 (-100%)
Value—
Quattro Advisors LLC
N/A
Shares— from 46,049
Change-46,049 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 44,999
Change-44,999 (-100%)
Value—
Nwam LLC
N/A
Shares— from 44,308
Change-44,308 (-100%)
Value—
Blair William & Co
N/A
Shares— from 39,324
Change-39,324 (-100%)
Value—
Uniting Wealth Partners, LLC
N/A
Shares— from 38,457
Change-38,457 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 38,267
Change-38,267 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 35,353
Change-35,353 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 34,981
Change-34,981 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 33,391
Change-33,391 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 33,126
Change-33,126 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 32,639
Change-32,639 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 32,062
Change-32,062 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 31,751
Change-31,751 (-100%)
Value—
Nikulski Financial, Inc.
N/A
Shares— from 30,764
Change-30,764 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 30,636
Change-30,636 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 29,577
Change-29,577 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 29,215
Change-29,215 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 29,056
Change-29,056 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 27,350
Change-27,350 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 27,188
Change-27,188 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 27,017
Change-27,017 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 24,779
Change-24,779 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 24,372
Change-24,372 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 23,559
Change-23,559 (-100%)
Value—
Legacy Capital Wealth Management, LLC
N/A
Shares— from 23,187
Change-23,187 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 22,552
Change-22,552 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 22,352
Change-22,352 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 21,736
Change-21,736 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 20,202
Change-20,202 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 19,784
Change-19,784 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 19,497
Change-19,497 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 19,148
Change-19,148 (-100%)
Value—
FMR LLC
N/A
Shares— from 18,975
Change-18,975 (-100%)
Value—
Vista Cima Wealth Management LLC
N/A
Shares— from 18,680
Change-18,680 (-100%)
Value—
JHP Wealth Management, LLC
N/A
Shares— from 18,289
Change-18,289 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 17,650
Change-17,650 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 17,571
Change-17,571 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 17,387
Change-17,387 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 17,300
Change-17,300 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 17,286
Change-17,286 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 17,248
Change-17,248 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 17,061
Change-17,061 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 16,737
Change-16,737 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 16,612
Change-16,612 (-100%)
Value—
&partners
N/A
Shares— from 16,308
Change-16,308 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 16,299
Change-16,299 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 15,373
Change-15,373 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 15,055
Change-15,055 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 15,029
Change-15,029 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 14,166
Change-14,166 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 13,726
Change-13,726 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 13,024
Change-13,024 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 12,497
Change-12,497 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 12,395
Change-12,395 (-100%)
Value—
Everest Financial Group LLC
N/A
Shares— from 11,929
Change-11,929 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 11,796
Change-11,796 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 11,744
Change-11,744 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 11,326
Change-11,326 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 11,244
Change-11,244 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 10,631
Change-10,631 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 10,565
Change-10,565 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 9,923
Change-9,923 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 9,777
Change-9,777 (-100%)
Value—
Valued Retirements, Inc.
N/A
Shares— from 9,221
Change-9,221 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 8,726
Change-8,726 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 8,657
Change-8,657 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 8,606
Change-8,606 (-100%)
Value—
American Trust
N/A
Shares— from 8,488
Change-8,488 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 8,211
Change-8,211 (-100%)
Value—
Financial Freedom, LLC
N/A
Shares— from 8,165
Change-8,165 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 7,975
Change-7,975 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 7,763
Change-7,763 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 7,302
Change-7,302 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 7,227
Change-7,227 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 6,924
Change-6,924 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 6,470
Change-6,470 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 6,359
Change-6,359 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 6,166
Change-6,166 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 5,715
Change-5,715 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 5,657
Change-5,657 (-100%)
Value—
Nest Investments, LLC
N/A
Shares— from 5,613
Change-5,613 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 5,467
Change-5,467 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 5,323
Change-5,323 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 5,181
Change-5,181 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 5,113
Change-5,113 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 4,920
Change-4,920 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 4,803
Change-4,803 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 4,637
Change-4,637 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 4,445
Change-4,445 (-100%)
Value—
Fischer Investment Strategies, LLC
N/A
Shares— from 4,098
Change-4,098 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 4,011
Change-4,011 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 3,854
Change-3,854 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 3,818
Change-3,818 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 3,486
Change-3,486 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 3,479
Change-3,479 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 3,427
Change-3,427 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 3,423
Change-3,423 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 3,416
Change-3,416 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 3,395
Change-3,395 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 3,359
Change-3,359 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 3,355
Change-3,355 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 3,298
Change-3,298 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 3,280
Change-3,280 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 3,264
Change-3,264 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 3,162
Change-3,162 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 2,993
Change-2,993 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 2,874
Change-2,874 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,770
Change-2,770 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 2,746
Change-2,746 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 2,709
Change-2,709 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 2,591
Change-2,591 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 2,456
Change-2,456 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 2,314
Change-2,314 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 2,273
Change-2,273 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 2,209
Change-2,209 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 2,192
Change-2,192 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 2,173
Change-2,173 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 2,170
Change-2,170 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 2,095
Change-2,095 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 2,030
Change-2,030 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,025
Change-2,025 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 1,992
Change-1,992 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 1,991
Change-1,991 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 1,945
Change-1,945 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,864
Change-1,864 (-100%)
Value—
Alpha Capital Advisors Inc
N/A
Shares— from 1,824
Change-1,824 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 1,822
Change-1,822 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 1,818
Change-1,818 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 1,783
Change-1,783 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,783
Change-1,783 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 1,730
Change-1,730 (-100%)
Value—
Barometer Capital Management Inc.
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 1,694
Change-1,694 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 1,657
Change-1,657 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 1,575
Change-1,575 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 1,504
Change-1,504 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 1,471
Change-1,471 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 1,466
Change-1,466 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 1,436
Change-1,436 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 1,433
Change-1,433 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 1,420
Change-1,420 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 1,392
Change-1,392 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 1,386
Change-1,386 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 1,383
Change-1,383 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 1,328
Change-1,328 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 1,321
Change-1,321 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 1,321
Change-1,321 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,313
Change-1,313 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 1,273
Change-1,273 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 1,267
Change-1,267 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 1,247
Change-1,247 (-100%)
Value—
Jackson Wealth Management, LLC
N/A
Shares— from 1,221
Change-1,221 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 1,187
Change-1,187 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 925
Change-925 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 800
Change-800 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 608
Change-608 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 558
Change-558 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 524
Change-524 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 505
Change-505 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 475
Change-475 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 425
Change-425 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 407
Change-407 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 343
Change-343 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 338
Change-338 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 337
Change-337 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 317
Change-317 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 317
Change-317 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 302
Change-302 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 206
Change-206 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 205
Change-205 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 191
Change-191 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 151
Change-151 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 138
Change-138 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 106
Change-106 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 101
Change-101 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 95
Change-95 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 94
Change-94 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 87
Change-87 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 83
Change-83 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 47
Change-47 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 34
Change-34 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 29
Change-29 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 22
Change-22 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 15
Change-15 (-100%)
Value—
Status
Vantagepoint Investment Advisers LLC
DECREASED786,810881,795-94,985-11%$150.0M$115.5M-$34.6M2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED444,194435,788+8,406+2%$74.1M$65.2M-$9.0M2026-11-02
Commonwealth Equity Services, LLC
DECREASED365,151368,061-2,910-1%$62.6M$53.6M-$9.0M2026-11-02
Citigroup Inc
INCREASED189,241171,794+17,447+10%$29.2M$27.8M-$1.5M2026-11-04
Davidson Capital Management Inc.
DECREASED138,009138,042-330%$23.5M$20.3M-$3.2M2026-10-15
Affinity Wealth LLC
INCREASED129,859124,759+5,100+4%$21.2M$17.5M-$3.7M2026-11-03
Focus Financial Network, Inc.
INCREASED127,536125,386+2,150+2%$21.3M$18.7M-$2.6M2026-10-14
Dala Group, LLC
INCREASED124,996112,019+12,977+12%$19.1M$18.3M-$715.8K2026-10-29
Oasis Advisors, LLC
INCREASED121,67184,481+37,190+44%$14.4M$17.9M+$3.5M2026-10-16
Kestra Advisory Services, LLC
INCREASED116,138106,501+9,637+9%$18.1M$17.0M-$1.1M2026-11-02
Sound Income Strategies, LLC
INCREASED103,67392,630+11,043+12%$15.8M$15.3M-$480.9K2026-10-09
Fifth Third Securities, Inc.
DECREASED98,914101,244-2,330-2%$17.2M$14.5M-$2.7M2026-10-21
TD Private Client Wealth LLC
INCREASED97,33966,383+30,956+47%$11.3M$14.3M+$3.0M2026-10-28
Manchester Financial Inc
INCREASED97,29496,580+714+1%$16.4M$14.3M-$2.2M2026-10-15
Financial Partners Group, Inc
DECREASED96,481100,867-4,386-4%$17.2M$14.2M-$3.0M2026-10-19
Wealth Enhancement Advisory Services, LLC
DECREASED95,26895,520-2520%$15.4M$14.0M-$1.4M2026-10-13
Retirement Financial Solutions, LLC
NEW94,648—+94,648——$13.9M—2026-10-20
Family Investment Center, Inc.
DECREASED87,55493,073-5,519-6%$15.8M$12.8M-$3.0M2026-10-19
J.W. Cole Advisors, Inc.
INCREASED80,27180,247+24+0%$13.7M$11.8M-$1.9M2026-11-05
Flagship Wealth Advisors, LLC
DECREASED70,92171,307-386-1%$12.1M$10.4M-$1.7M2026-11-03
Principle Wealth Partners LLC
INCREASED67,96660,388+7,578+13%$10.3M$10.0M-$300.3K2026-11-02
Avaii Wealth Management, LLC
INCREASED66,09963,778+2,321+4%$10.9M$10.0M-$843.1K2026-10-09
LMG Wealth Partners, LLC
INCREASED63,20660,963+2,243+4%$10.4M$9.3M-$1.1M2026-11-05
Thrivent Financial for Lutherans
DECREASED59,27068,547-9,277-14%$11.7M$4.2M-$7.4M2026-11-05
Koshinski Asset Management, Inc.
INCREASED57,73752,781+4,956+9%$9.0M$8.5M-$507.4K2026-10-29
Meridian Wealth Management, LLC
INCREASED55,71152,993+2,718+5%$9.0M$8.2M-$840.6K2026-11-05
Sunrise Financial Services, LLC
INCREASED54,65147,947+6,704+14%$8.2M$8.0M-$137.8K2026-10-21
B. Riley Wealth Advisors, Inc.
DECREASED50,68553,703-3,018-6%$9.0M$7.4M-$1.6M2026-10-13
Titleist Asset Management, LLC
INCREASED50,02648,776+1,250+3%$8.3M$7.3M-$957.6K2026-10-08
Schorn Wealth LLC
INCREASED44,17042,539+1,631+4%$7.2M$6.5M-$755.7K2026-10-14
Flagship Harbor Advisors, LLC
INCREASED43,08541,405+1,680+4%$7.0M$6.3M-$721.9K2026-10-26
Prime Capital Investment Advisors, LLC
DECREASED38,22138,515-294-1%$6.6M$5.6M-$944.1K2026-10-20
Clear Creek Financial Management, LLC
INCREASED37,95030,112+7,838+26%$5.1M$5.6M+$446.0K2026-10-28
Sigma Planning Corp
INCREASED37,20521,571+15,634+72%$3.7M$5.5M+$1.8M2026-10-23
Accel Wealth Management
INCREASED36,93431,416+5,518+18%$5.3M$5.4M+$74.9K2026-10-13
Ullmann Wealth Partners Group, LLC
DECREASED35,92436,640-716-2%$6.2M$5.3M-$962.1K2026-11-02
Park Avenue Securities LLC
DECREASED35,77637,356-1,580-4%$6.4M$5.3M-$1.1M2026-10-26
HBW Advisory Services LLC
INCREASED34,34331,622+2,721+9%$5.4M$5.0M-$340.4K2026-10-15
Prospera Financial Services Inc
INCREASED33,62428,483+5,141+18%$4.9M$4.6M-$269.5K2026-11-04
Colonial River Investments, LLC
INCREASED33,39327,523+5,870+21%$4.7M$4.9M+$217.6K2026-10-19
Breakwater Capital Group
INCREASED33,31629,037+4,279+15%$4.9M$4.9M-$51.3K2026-10-09
Farther Finance Advisors, LLC
INCREASED32,55830,419+2,139+7%$5.2M$4.8M-$397.6K2026-10-08
Chicago Partners Investment Group LLC
INCREASED32,38031,451+929+3%$5.1M$4.4M-$739.8K2026-10-27
Guilbault Capital LLC
DECREASED31,58531,670-850%$5.4M$4.6M-$753.3K2026-10-28
Columbia Advisory Partners LLC
DECREASED31,45632,238-782-2%$5.5M$4.6M-$868.8K2026-10-15
Creative Financial Designs Inc
INCREASED31,44229,774+1,668+6%$5.1M$4.6M-$451.7K2026-11-04
Vicus Capital
INCREASED29,79229,543+249+1%$5.0M$4.4M-$654.5K2026-11-05
Signature Estate & Investment Advisors LLC
INCREASED29,72928,254+1,475+5%$4.8M$4.4M-$444.5K2026-10-13
MY Wealth Management Inc.
INCREASED29,39416,815+12,579+75%$2.9M$4.3M+$1.5M2026-10-21
GPM Growth Investors, Inc.
INCREASED27,80226,832+970+4%$4.6M$4.1M-$485.3K2026-10-30
Independent Financial Group, LLC
INCREASED27,72727,128+599+2%$4.6M$4.1M-$546.6K2026-10-13
Guardian Asset Advisors, LLC
DECREASED26,69136,761-10,070-27%$6.3M$3.9M-$2.3M2026-10-16
ATX Financial Planning, LLC
INCREASED26,18525,433+752+3%$4.3M$3.8M-$484.5K2026-10-14
Trust Co of Toledo NA
INCREASED26,08324,342+1,741+7%$4.1M$3.8M-$313.9K2026-10-16
Paller Financial Services Inc
INCREASED25,64724,545+1,102+4%$4.2M$3.8M-$412.4K2026-10-13
Integrity Alliance, Llc.
INCREASED25,62924,126+1,503+6%$4.1M$3.8M-$343.7K2026-10-29
Parr Mcknight Wealth Management Group, LLC
INCREASED24,88823,573+1,315+6%$4.0M$3.7M-$358.4K2026-10-30
VestGen Advisors, LLC
INCREASED22,81822,646+172+1%$3.9M$3.3M-$504.5K2026-10-27
Lynch Investment Planning, LLC
INCREASED22,61922,049+570+3%$3.8M$3.3M-$432.0K2026-10-27
US Bancorp \de\
INCREASED22,20218,117+4,085+23%$3.1M$3.3M+$175.0K2026-11-05
Verde Capital Management
INCREASED21,86919,445+2,424+12%$3.3M$3.2M-$99.1K2026-10-28
GW Henssler & Associates LTD
INCREASED21,43719,996+1,441+7%$3.4M$3.1M-$256.2K2026-10-26
Elm3 Financial Group, LLC
DECREASED21,07121,776-705-3%$3.7M$3.1M-$612.8K2026-10-07
Wealthcare Advisory Partners LLC
INCREASED20,59820,492+106+1%$3.5M$3.0M-$463.8K2026-10-21
Spectrum Wealth Advisory Group, LLC
DECREASED20,28820,610-322-2%$3.5M$3.0M-$529.2K2026-10-29
Anson Capital, Inc.
INCREASED20,22019,395+825+4%$3.3M$3.0M-$332.7K2026-10-23
Kellett Wealth Advisors, LLC
DECREASED20,17638,712-18,536-48%$6.6M$3.0M-$3.6M2026-10-15
Carolina Wealth Management Inc
INCREASED20,06517,997+2,068+11%$3.1M$2.9M-$117.4K2026-10-29
Independent Wealth Network Inc.
INCREASED20,06418,843+1,221+6%$3.2M$2.9M-$261.6K2026-10-19
Noble Wealth Management PBC
INCREASED19,97119,527+444+2%$3.3M$2.9M-$391.6K2026-10-01
Monetary Solutions, Ltd
INCREASED19,49917,509+1,990+11%$3.0M$2.9M-$117.5K2026-10-22
Southland Equity Partners LLC
INCREASED19,31419,184+130+1%$3.3M$2.8M-$429.6K2026-10-14
Founders Financial Securities LLC
INCREASED19,00816,057+2,951+18%$2.7M$2.8M+$57.5K2026-10-28
Sovran Advisors, LLC
INCREASED18,69717,058+1,639+10%$2.6M$2.6M-$38.8K2026-11-02
Fifth Third Bancorp
INCREASED18,67917,143+1,536+9%$2.9M$2.7M-$175.5K2026-11-05
Y-Intercept (Hong Kong) Ltd
NEW18,213—+18,213——$2.7M—2026-10-16
Perigon Wealth Management, LLC
INCREASED17,61117,450+161+1%$3.0M$2.6M-$384.5K2026-10-22
Refined Wealth Management
INCREASED17,51416,381+1,133+7%$2.8M$2.6M-$216.8K2026-10-13
Diversified Enterprises, LLC
DECREASED17,44317,566-123-1%$3.0M$2.6M-$429.0K2026-10-19
Atria Investments, Inc
DECREASED15,61917,268-1,649-10%$2.9M$2.3M-$645.9K2026-10-15
Certified Advisory Corp
DECREASED15,31015,578-268-2%$2.7M$2.2M-$403.7K2026-10-29
Guardian Partners Inc.
NEW15,242—+15,242——$2.2M—2026-10-21
Citizens Financial Group Inc
NEW15,125—+15,125——$2.2M—2026-10-23
RFG Advisory, LLC
INCREASED15,03314,465+568+4%$2.5M$2.2M-$255.0K2026-11-03
Total Clarity Wealth Management, Inc.
INCREASED14,46714,462+5+0%$2.5M$2.1M-$337.5K2026-10-26
Unique Wealth, LLC
INCREASED14,37511,729+2,646+23%$2.0M$2.1M+$114.0K2026-10-16
JBR Co Financial Management Inc
DECREASED14,21215,475-1,263-8%$2.6M$2.4M-$273.7K2026-10-13
SeaCrest Wealth Management, LLC
INCREASED14,01713,125+892+7%$2.2M$2.1M-$176.1K2026-10-21
Comprehensive Financial Planning, Inc.
INCREASED13,31110,968+2,343+21%$1.9M$2.0M+$87.4K2026-10-27
Northbridge Financial Group, LLC
DECREASED13,18914,186-997-7%$2.4M$2.0M-$412.3K2026-11-05
Creative Planning
INCREASED12,6096,007+6,602+110%$1.0M$1.9M+$828.4K2026-11-02
Fortitude Family Office, LLC
UNCHANGED12,30012,30000%$2.1M$1.8M-$287.7K2026-10-14
Visionary Wealth Advisors
INCREASED12,21811,707+511+4%$2.0M$1.8M-$198.9K2026-11-04
PFG Advisors
DECREASED11,79316,775-4,982-30%$2.9M$1.7M-$1.1M2026-10-16
Traynor Capital Management, Inc.
UNCHANGED11,63211,63200%$2.0M$1.7M-$272.1K2026-10-29
Comprehensive Wealth Management, LLC
INCREASED10,4199,536+883+9%$1.6M$1.5M-$93.5K2026-11-02
Cornerstone Management, Inc.
INCREASED10,36810,172+196+2%$1.7M$1.5M-$209.2K2026-10-16
Oppenheimer & Co Inc
INCREASED10,0148,214+1,800+22%$1.4M$1.5M+$72.0K2026-10-26
Howard Capital Management, LLC
INCREASED9,9889,360+628+7%$1.6M$1.5M-$126.8K2026-10-16
Concurrent Investment Advisors, LLC
NEW9,912—+9,912——$1.5M—2026-10-16
Convergence Financial, LLC
NEW9,819—+9,819——$1.4M—2026-10-27
Dynamic Advisor Solutions LLC
DECREASED9,3629,681-319-3%$1.6M$1.4M-$273.2K2026-10-13
MFA Wealth Services
INCREASED9,3519,328+23+0%$1.6M$1.4M-$214.9K2026-10-14
OxenFree Capital LLC
INCREASED9,2888,923+365+4%$1.4M$1.4M-$20.6K2026-10-07
Blue Jean Financial LLC
DECREASED9,0309,364-334-4%$1.6M$1.3M-$268.0K2026-10-20
Spire Wealth Management
INCREASED8,9708,087+883+11%$1.4M$1.3M-$59.5K2026-10-30
Secure Asset Management, LLC
INCREASED8,8268,170+656+8%$1.4M$1.3M-$94.9K2026-10-19
Burke & Herbert Bank & Trust Co
INCREASED8,4616,758+1,703+25%$1.1M$1.2M+$91.8K2026-11-02
Tactive Advisors, LLC
DECREASED8,4388,574-136-2%$1.5M$1.2M-$220.5K2026-10-08
MGO One Seven LLC
DECREASED8,3939,661-1,268-13%$1.6M$1.2M-$412.2K2026-10-28
Fortune Financial Group, Inc.
INCREASED8,3636,764+1,599+24%$1.2M$1.2M+$76.4K2026-10-22
Commonwealth Financial Services, LLC
DECREASED8,26424,651-16,387-66%$4.2M$1.2M-$3.0M2026-10-20
Bank of New York Mellon Corp
INCREASED8,1951,508+6,687+443%$256.5K$1.2M+$946.2K2026-11-05
Foresight Capital Management Advisors, Inc.
DECREASED8,1858,303-118-1%$1.4M$1.2M-$209.0K2026-10-27
Mascagni Wealth Management, Inc.
INCREASED7,7727,470+302+4%$1.3M$1.1M-$130.4K2026-10-23
Carlson Financial, Inc.
INCREASED7,6927,626+66+1%$1.3M$1.1M-$168.4K2026-11-05
Patten Group, Inc.
INCREASED7,6817,098+583+8%$1.2M$1.1M-$80.5K2026-10-26
Urban Wealth Management, LLC
DECREASED7,6409,913-2,273-23%$1.7M$1.1M-$565.4K2026-10-21
Kingswood Wealth Advisors, LLC
INCREASED7,6226,771+851+13%$1.2M$1.1M-$33.5K2026-10-23
R2 Capital Strategies, LLC
INCREASED7,1255,913+1,212+21%$1.0M$1.0M+$39.6K2026-10-15
Rooted Wealth Advisors, Inc.
UNCHANGED7,1227,12200%$1.2M$1.2M$02026-11-03
Elevation Capital Advisory, LLC
DECREASED6,96715,985-9,018-56%$2.7M$1.0M-$1.7M2026-10-29
Armbruster Capital Management, Inc.
UNCHANGED6,9596,95900%$1.2M$1.0M-$162.8K2026-10-19
Centerpoint Advisory Group
DECREASED6,9087,324-416-6%$1.2M$1.0M-$232.3K2026-10-23
Signal Advisors Wealth, LLC
INCREASED6,8893,891+2,998+77%$662.0K$1.0M+$348.9K2026-10-13
SeaBridge Investment Advisors LLC
NEW6,698—+6,698——$982.9K—2026-11-02
Brookstone Capital Management
INCREASED6,6395,624+1,015+18%$956.8K$974.3K+$17.5K2026-10-22
Csenge Advisory Group
INCREASED6,5806,055+525+9%$1.0M$965.6K-$64.5K2026-11-04
Kestra Private Wealth Services, LLC
DECREASED6,40711,737-5,330-45%$2.0M$940.2K-$1.1M2026-10-30
Journey Advisory Group, LLC
DECREASED6,1836,240-57-1%$1.1M$907.4K-$154.3K2026-11-04
Capstone Wealth Management Group, LLC
DECREASED6,00533,868-27,863-82%$5.8M$812.0K-$5.0M2026-11-05
Cap Partners, LLC
INCREASED5,9274,910+1,017+21%$835.4K$869.8K+$34.4K2026-10-19
Insight Wealth Strategies, LLC
DECREASED5,61993,115-87,496-94%$15.5M$824.6K-$14.6M2026-10-09
HRC Wealth Management, LLC
INCREASED5,5755,070+505+10%$862.7K$818.2K-$44.5K2026-10-16
Grandview Asset Management LLC
DECREASED5,0555,511-456-8%$952.7K$741.8K-$211.0K2026-10-19
Meridian Financial Advisors, LLC
INCREASED4,9354,610+325+7%$784.3K$724.2K-$60.1K2026-10-14
Sheets Smith Wealth Management
INCREASED4,8521,408+3,444+245%$239.6K$712.0K+$472.5K2026-10-16
Silver Grove Financial Group, Inc.
INCREASED4,5682,297+2,271+99%$390.8K$670.4K+$279.5K2026-11-05
Parcion Private Wealth LLC
INCREASED4,5554,020+535+13%$684.0K$668.4K-$15.7K2026-10-28
Investors Research Corp
INCREASED4,5274,228+299+7%$719.4K$664.3K-$55.0K2026-10-07
Bellecapital International Ltd.
DECREASED4,3675,250-883-17%$893.2K$640.9K-$252.4K2026-10-21
ACT Wealth Management, LLC
DECREASED4,3255,394-1,069-20%$917.8K$634.8K-$283.0K2026-10-09
Redhawk Wealth Advisors, Inc.
DECREASED4,1376,207-2,070-33%$1.1M$607.1K-$449.0K2026-10-14
E&G Advisors, LLC
INCREASED4,0853,675+410+11%$625.3K$599.5K-$25.8K2026-10-13
Private Trust Co NA
DECREASED4,0554,621-566-12%$786.2K$595.1K-$191.1K2026-10-20
Walled Lake Planning & Wealth Management, LLC
INCREASED4,0124,006+6+0%$681.5K$588.8K-$92.7K2026-10-29
Truist Financial Corp
DECREASED3,9334,781-848-18%$813.5K$577.1K-$236.4K2026-10-30
BNB Wealth Management, LLC
DECREASED3,91036,378-32,468-89%$6.2M$573.7K-$5.6M2026-10-28
Main Street Group, LTD
DECREASED3,7403,764-24-1%$640.4K$548.8K-$91.5K2026-10-28
International Assets Investment Management, LLC
INCREASED3,5513,366+185+6%$558.8K$530.3K-$28.5K2026-11-02
Lodestone Wealth Management LLC
INCREASED3,5503,136+414+13%$533.6K$521.0K-$12.6K2026-10-14
Focused Alpha, LLC
DECREASED3,5223,590-68-2%$610.8K$516.8K-$93.9K2026-10-20
CoreCap Advisors, LLC
INCREASED3,5183,253+265+8%$553.5K$516.3K-$37.1K2026-10-08
Uptick Partners, LLC
INCREASED3,4253,341+84+3%$568.4K$502.7K-$65.7K2026-11-04
Wedbush Securities Inc
DECREASED3,4093,797-388-10%$646.0K$500-$645.5K2026-10-22
World Equity Group, Inc.
DECREASED3,4048,486-5,082-60%$1.4M$499.7K-$944.9K2026-10-14
Whipplewood Advisors, LLC
INCREASED3,3623,092+270+9%$526.1K$493.4K-$32.7K2026-10-20
Atlas Private Wealth Advisors
INCREASED3,2943,119+175+6%$530.7K$483.4K-$47.3K2026-10-23
IFP Advisors, Inc
INCREASED3,2843,244+40+1%$551.9K$481.9K-$70.0K2026-10-16
Cornerstone Wealth Management, LLC
INCREASED3,2401,726+1,514+88%$293.7K$475.5K+$181.7K2026-11-04
Retirement Planning Group, LLC
INCREASED3,1643,027+137+5%$515.0K$464.3K-$50.7K2026-10-19
D.A. Davidson & Co.
INCREASED3,1372,874+263+9%$489.0K$460.4K-$28.6K2026-10-28
Elwood & Goetz Wealth Advisory Group, LLC
NEW2,818—+2,818——$413.6K—2026-10-28
Capital Square, LLC
INCREASED2,7812,677+104+4%$432.4K$408.2K-$24.3K2026-10-19
Crescent Sterling, Ltd.
INCREASED2,7662,663+103+4%$453.1K$405.9K-$47.2K2026-10-16
Sculati Wealth Management, LLC
DECREASED2,6712,710-39-1%$425.7K$391.3K-$34.4K2026-10-19
Caldwell Trust Co
NEW2,668—+2,668——$391.5K—2026-10-30
TCP Asset Management, LLC
UNCHANGED2,4912,49100%$423.8K$377.2K-$46.7K2026-10-14
Vise Technologies, Inc.
INCREASED2,4041,589+815+51%$270.4K$352.9K+$82.4K2026-10-29
Harbor Asset Planning, Inc.
INCREASED2,3812,377+4+0%$404.5K$349.5K-$55.0K2026-10-23
Wealth Management Nebraska
INCREASED2,2531,883+370+20%$320.4K$330.6K+$10.3K2026-10-26
TFB Advisors LLC
DECREASED2,2052,232-27-1%$379.8K$323.6K-$56.2K2026-11-02
Fulton Bank, N.A.
DECREASED2,1612,196-35-2%$373.6K$317.1K-$56.5K2026-10-14
Apollon Wealth Management, LLC
INCREASED2,1331,854+279+15%$315.4K$313.0K-$2.4K2026-10-23
Tennessee Valley Asset Management Partners
DECREASED2,0712,125-54-3%$361.5K$303.9K-$57.6K2026-11-03
Hazlett, Burt & Watson, Inc.
INCREASED2,0431,840+203+11%$218.1K$111.2K-$106.9K2026-11-04
Mission Financial Group, LLC
DECREASED1,9082,475-567-23%$421.0K$280.0K-$141.1K2026-10-21
Longview Financial Advisors, Inc.
DECREASED1,8912,217-326-15%$377.2K$277.5K-$99.7K2026-10-09
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED1,8212,184-363-17%$371.6K$267.2K-$104.4K2026-10-14
Capital Wealth Alliance, LLC
UNCHANGED1,8001,80000%$306.3K$264.2K-$42.1K2026-10-20
RVW Wealth, LLC
UNCHANGED1,7891,78900%$304.4K$262.6K-$41.9K2026-10-06
Silverlake Wealth Management LLC
UNCHANGED1,7531,75300%$298.3K$257.3K-$41.0K2026-10-21
Trek Financial, LLC
NEW1,737—+1,737——$254.9K—2026-10-29
Fermata Advisors, LLC
UNCHANGED1,7171,71700%$292.1K$251.9K-$40.1K2026-10-13
StoneX Group Inc.
DECREASED1,6981,722-24-1%$293.0K$249.2K-$43.8K2026-11-03
Nottingham Advisors, Inc.
UNCHANGED1,6601,66000%$259.3K$247.9K-$11.4K2026-10-29
Englebert Financial Advisers, LLC
DECREASED1,6441,686-42-2%$286.9K$241.3K-$45.6K2026-10-20
PKS Advisory Services, LLC
UNCHANGED1,6271,62700%$277.1K$277.1K$02026-10-26
HB Wealth Management, LLC
INCREASED1,6031,602+1+0%$272.6K$235.2K-$37.4K2026-10-23
Instrumental Wealth, LLC
INCREASED1,5991,419+180+13%$241.4K$234.6K-$6.8K2026-10-20
Unified Investment Management
UNCHANGED1,5651,56500%$266.3K$229.7K-$36.6K2026-10-14
Simplicity Wealth,LLC
DECREASED1,5082,827-1,319-47%$481.1K$221.3K-$259.8K2026-10-23
Larson Financial Group LLC
DECREASED1,4941,497-30%$254.6K$219.2K-$35.4K2026-11-05
Valeo Financial Advisors, LLC
INCREASED1,4431,441+2+0%$245.1K$211.7K-$33.4K2026-10-08
Rossby Financial, LCC
INCREASED1,3961,234+162+13%$210.0K$204.9K-$5.1K2026-11-05
Optivise Advisory Services LLC
UNCHANGED1,3841,38400%$235.5K$203.1K-$32.4K2026-10-19
Axxcess Wealth Management, LLC
DECREASED1,37653,723-52,347-97%$9.1M$201.9K-$8.9M2026-10-21
Richards, Merrill & Peterson, Inc.
UNCHANGED1,0891,08900%$185.3K$159.8K-$25.5K2026-10-19
EverSource Wealth Advisors, LLC
UNCHANGED1,0871,08700%$184.9K$159.5K-$25.4K2026-11-04
Cullen T Bankers, Inc.
INCREASED935934+1+0%$158.9K$137.3K-$21.7K2026-10-28
Polaris Financial Partners
NEW779—+779——$114—2026-10-02
Sage Mountain Advisors LLC
UNCHANGED76476400%$130.0K$112.1K-$17.9K2026-11-02
Assetmark, Inc
DECREASED703757-54-7%$128.8K$103.2K-$25.6K2026-10-21
Ashton Thomas Private Wealth, LLC
INCREASED611476+135+28%$81.0K$89.7K+$8.7K2026-11-03
Harbor Investment Advisory, LLC
INCREASED590465+125+27%$79.1K$86.6K+$7.5K2026-10-13
Mather Group, Llc.
NEW587—+587——$86.1K—2026-10-14
Bokf, NA
UNCHANGED56856800%$96.6K$83.4K-$13.3K2026-10-27
Parkside Financial Bank & Trust
INCREASED485484+1+0%$82.4K$71.2K-$11.2K2026-10-27
Capital Investment Advisory Services, LLC
INCREASED481228+253+111%$38.8K$70.5K+$31.7K2026-10-30
Godsey & Gibb, Inc
UNCHANGED44644600%$75.9K$65.5K-$10.4K2026-10-14
Key FInancial Inc
UNCHANGED43043000%$73.2K$63.1K-$10.1K2026-11-02
City State Bank
UNCHANGED35035000%$59.5K$51.4K-$8.2K2026-10-20
Rydar Equities, Inc.
NEW266—+266——$39.5K—2026-10-13
Archer Investment Corp
UNCHANGED26526500%$45.1K$38.9K-$6.2K2026-11-05
Lanark Financial, Inc.
DECREASED242325-83-26%$55.3K$35.5K-$19.8K2026-10-26
TD Waterhouse Canada Inc.
UNCHANGED22022000%$36.5K$32.8K-$3.7K2026-10-16
Golden State Wealth Management, LLC
UNCHANGED21621600%$36.8K$31.7K-$5.1K2026-11-02
Planning Strategies Inc.
UNCHANGED20220200%$34.4K$29.6K-$4.7K2026-10-02
Pinnacle Bancorp, Inc.
INCREASED19126+165+635%$4.4K$28.0K+$23.6K2026-10-21
Beacon Capital Management, Inc.
UNCHANGED17817800%$30.3K$26.1K-$4.2K2026-10-13
Signature Resources Capital Management, LLC
UNCHANGED16116100%$27.4K$23.6K-$3.8K2026-10-16
Jacobi Capital Management LLC
NEW152—+152——$22.3K—2026-11-05
Rosenberg Matthew Hamilton
NEW150—+150——$22.0K—2026-10-05
Toth Financial Advisory Corp
NEW148—+148——$21.7K—2026-10-08
GoalVest Advisory LLC
UNCHANGED13613600%$23.1K$20.0K-$3.2K2026-10-02
Wealth Enhancement Trust Services, Inc.
UNCHANGED13113100%$22.2K$19.2K-$3.0K2026-10-07
Abound Wealth Management
UNCHANGED12912900%$21.9K$18.9K-$3.0K2026-10-26
Register Financial Advisors LLC
UNCHANGED10710700%$18.2K$15.7K-$2.5K2026-10-23
Nfsg Corp
UNCHANGED10210200%$17.3K$15.0K-$2.4K2026-10-15
Lloyd Advisory Services, Llc.
DECREASED94193-99-51%$32.9K$13.8K-$19.0K2026-11-02
Jnba Financial Advisors
UNCHANGED838300%$14.1K$12.2K-$1.9K2026-11-03
Latitude Advisors, LLC
NEW81—+81——$11.9K—2026-10-27
First Pacific Financial
UNCHANGED363600%$6.1K$5.3K-$8342026-10-14
Plante Moran Financial Advisors, LLC
DECREASED3061-31-51%$10.4K$4.4K-$6.0K2026-11-04
Central Pacific Bank - Trust Division
UNCHANGED171700%$2.9K$2.5K-$3972026-10-06
Farmers & Merchants Investments Inc
NEW15—+15——$2.2K—2026-10-22
Signaturefd, LLC
NEW12—+12——$1.8K—2026-10-23
Nvwm, LLC
UNCHANGED8800%$1.4K$1.2K-$1882026-10-14
Trust Co
UNCHANGED4400%$681$587-$942026-10-09
Braeburn Wealth Management LLC
CLOSED033,907-33,907-100%$5.8M$0-$5.8M2026-10-15
SigFig Wealth Management, LLC
CLOSED013,574-13,574-100%$2.3M$0-$2.3M2026-10-07
Sowell Financial Services LLC
CLOSED03,047-3,047-100%$518.4K$0-$518.4K2026-10-23
Stenger Family Office, LLC
CLOSED01,813-1,813-100%$308.5K$0-$308.5K2026-10-22
APS Management Group, Inc.
CLOSED01,775-1,775-100%$302.0K$0-$302.0K2026-10-14
Kelly Financial Services LLC
CLOSED01,742-1,742-100%$296.4K$0-$296.4K2026-10-20
TBH Global Asset Management, LLC
CLOSED01,598-1,598-100%$272.0K$0-$272.0K2026-11-03
Scarborough Advisors, LLC
CLOSED01,351-1,351-100%$229.9K$0-$229.9K2026-10-16
Compound Planning, Inc.
CLOSED01,298-1,298-100%$220.9K$0-$220.9K2026-11-05
United Advisor Group, LLC
CLOSED01,213-1,213-100%$206.4K$0-$206.4K2026-11-03
XY Planning Network, Inc.
CLOSED01,212-1,212-100%$206.2K$0-$206.2K2026-10-14
LEE Danner & Bass Inc
CLOSED01,200-1,200-100%$204.2K$0-$204.2K2026-10-27
D'Orazio & Associates, Inc.
CLOSED01,200-1,200-100%$204.2K$0-$204.2K2026-11-04
Nations Financial Group Inc,
CLOSED01,184-1,184-100%$201.4K$0-$201.4K2026-11-05
Brooklyn FI, LLC
CLOSED0612-612-100%$99.0K$0-$99.0K2026-11-05
First Command Advisory Services, Inc.
CLOSED0568-568-100%$96.6K$0-$96.6K2026-11-05
Signature Equity Partners, LLC
CLOSED0348-348-100%$59.3K$0-$59.3K2026-10-29
Wilmington Savings Fund Society, FSB
CLOSED0204-204-100%$34.7K$0-$34.7K2026-10-23
Richardson Financial Services Inc.
CLOSED0167-167-100%$28.4K$0-$28.4K2026-10-30
AdvisorNet Financial, Inc
CLOSED0122-122-100%$20.8K$0-$20.8K2026-10-15
Kingdom Financial Group Llc.
CLOSED081-81-100%$13.8K$0-$13.8K2026-11-04
Networth Advisors, LLC
CLOSED069-69-100%$11.8K$0-$11.8K2026-11-03
Cape Investment Advisory, Inc.
CLOSED041-41-100%$7.0K$0-$7.0K2026-10-13
Key Capital Management, Inc
CLOSED036-36-100%$6.1K$0-$6.1K2026-11-03
Cornerstone Planning Group LLC
CLOSED017-17-100%$2.8K$0-$2.8K2026-10-16
Simplex Trading, LLC
CLOSED04-4-100%$680$0-$6802026-11-04
LPL Financial LLC
N/A—4,095,320-4,095,320-100%$696.8M———
Morgan Stanley
N/A—2,368,277-2,368,277-100%$402.9M———
Cetera Investment Advisers
N/A—1,510,414-1,510,414-100%$257.0M———
Northwestern Mutual Wealth Management Co
N/A—1,371,946-1,371,946-100%$233.4M———
Wells Fargo & Company
N/A—1,345,518-1,345,518-100%$228.9M———
Raymond James Financial Inc
N/A—1,299,037-1,299,037-100%$221.0M———
Envestnet Asset Management Inc
N/A—1,295,928-1,295,928-100%$220.5M———
Ameriprise Financial Inc
N/A—1,015,181-1,015,181-100%$172.7M———
Bank of America Corp
N/A—1,000,210-1,000,210-100%$170.2M———
Osaic Holdings, Inc.
N/A—892,567-892,567-100%$151.9M———
Jones Financial Companies Lllp
N/A—835,694-835,694-100%$139.6M———
Royal Bank of Canada
N/A—507,500-507,500-100%$86.3M———
MML Investors Services, LLC
N/A—460,191-460,191-100%$78.3M———
Stifel Financial Corp
N/A—365,151-365,151-100%$62.1M———
Great Valley Advisor Group, Inc.
N/A—353,974-353,974-100%$60.2M———
HighTower Advisors, LLC
N/A—348,431-348,431-100%$59.3M———
UBS Group AG
N/A—341,475-341,475-100%$58.1M———
Affinity Wealth Management LLC
N/A—320,484-320,484-100%$54.5M———
Private Advisor Group, LLC
N/A—266,130-266,130-100%$45.3M———
Clark Capital Management Group, Inc.
N/A—209,806-209,806-100%$35.7M———
Two Sigma Investments, LP
N/A—196,900-196,900-100%$33.5M———
AssuredPartners Investment Advisors, LLC
N/A—188,397-188,397-100%$32.1M———
Equitable Holdings, Inc.
N/A—175,074-175,074-100%$29.8M———
NewEdge Advisors, LLC
N/A—155,686-155,686-100%$26.5M———
Oxford Wealth Group, LLC
N/A—138,113-138,113-100%$23.5M———
Principal Securities, Inc.
N/A—136,140-136,140-100%$23.2M———
SHP Wealth Management
N/A—130,771-130,771-100%$22.2M———
Ameritas Investment Partners, Inc.
N/A—120,954-120,954-100%$20.6M———
Peak Planning Group, LLC
N/A—109,569-109,569-100%$18.6M———
Modern Wealth Management, LLC
N/A—108,083-108,083-100%$18.4M———
Orion Porfolio Solutions, LLC
N/A—95,363-95,363-100%$16.2M———
Advance Capital Management, Inc.
N/A—92,765-92,765-100%$15.8M———
Quadrature Capital Ltd
N/A—87,025-87,025-100%$14.8M———
FreeGulliver LLC
N/A—86,510-86,510-100%$14.7M———
Ameritas Advisory Services, LLC
N/A—83,256-83,256-100%$14.2M———
Cerity Partners LLC
N/A—83,063-83,063-100%$14.1M———
Moneta Group Investment Advisors LLC
N/A—77,168-77,168-100%$13.1M———
WIN Advisors, Inc
N/A—76,701-76,701-100%$13.0M———
Natixis Advisors, LLC
N/A—72,657-72,657-100%$12.4M———
World Investment Advisors
N/A—71,615-71,615-100%$10.6M———
Thoroughbred Financial Services, LLC
N/A—67,286-67,286-100%$11.4M———
Ausdal Financial Partners, Inc.
N/A—62,929-62,929-100%$10.7M———
Janney Montgomery Scott LLC
N/A—61,802-61,802-100%$10.5M———
ProVise Management Group, LLC
N/A—61,437-61,437-100%$10.5M———
Atlas Legacy Advisors, LLC
N/A—59,242-59,242-100%$10.1M———
Huntington National Bank
N/A—50,410-50,410-100%$8.6M———
Stillwater Private Wealth, LLC
N/A—47,959-47,959-100%$7.8K———
Level Four Advisory Services, LLC
N/A—46,957-46,957-100%$8.0M———
Institute for Wealth Management, Llc.
N/A—46,822-46,822-100%$8.0M———
Integrated Wealth Concepts LLC
N/A—46,563-46,563-100%$7.9M———
Quattro Advisors LLC
N/A—46,049-46,049-100%$7.8M———
Susquehanna International Group, LLP
N/A—44,999-44,999-100%$7.7M———
Nwam LLC
N/A—44,308-44,308-100%$7.5M———
Blair William & Co
N/A—39,324-39,324-100%$6.7M———
Uniting Wealth Partners, LLC
N/A—38,457-38,457-100%$6.5M———
Argent Trust Co
N/A—38,267-38,267-100%$6.5M———
Belpointe Asset Management LLC
N/A—35,353-35,353-100%$6.0M———
Benjamin Edwards Inc
N/A—34,981-34,981-100%$6.0M———
PSI Advisors, LLC
N/A—33,391-33,391-100%$5.7M———
Symphony Financial Services, Inc.
N/A—33,126-33,126-100%$5.6M———
Kingsview Wealth Management, LLC
N/A—32,639-32,639-100%$5.6M———
AE Wealth Management LLC
N/A—32,062-32,062-100%$5.5M———
Smith, Moore & Co.
N/A—31,751-31,751-100%$5.4M———
Nikulski Financial, Inc.
N/A—30,764-30,764-100%$5.2M———
Arete Wealth Advisors, LLC
N/A—30,636-30,636-100%$5.2M———
Waverly Advisors, LLC
N/A—29,577-29,577-100%$5.0M———
Per Stirling Capital Management, Llc.
N/A—29,215-29,215-100%$5.0M———
Kovack Advisors, Inc.
N/A—29,056-29,056-100%$4.8M———
Stratos Wealth Advisors, LLC
N/A—27,350-27,350-100%$4.7M———
Perspective Wealth Advisors LLC
N/A—27,188-27,188-100%$4.6M———
Lowery Thomas, LLC
N/A—27,017-27,017-100%$4.6M———
Merit Financial Group, LLC
N/A—24,779-24,779-100%$4.2M———
JPMorgan Chase & Co
N/A—24,372-24,372-100%$4.1M———
Stratos Wealth Partners, Ltd.
N/A—23,559-23,559-100%$4.0M———
Legacy Capital Wealth Management, LLC
N/A—23,187-23,187-100%$3.9M———
Geneos Wealth Management Inc.
N/A—22,552-22,552-100%$3.8M———
Renaissance Technologies LLC
N/A—22,352-22,352-100%$3.8M———
Fortis Capital Advisors, LLC
N/A—21,736-21,736-100%$3.7M———
PCG Wealth Advisors, LLC
N/A—20,202-20,202-100%$3.4M———
Keating Financial Advisory Services, Inc.
N/A—19,784-19,784-100%$3.4M———
Matters Capital LLC
N/A—19,497-19,497-100%$3.3M———
Greenline Wealth Management LLC
N/A—19,148-19,148-100%$3.3M———
FMR LLC
N/A—18,975-18,975-100%$3.2M———
Vista Cima Wealth Management LLC
N/A—18,680-18,680-100%$3.2M———
JHP Wealth Management, LLC
N/A—18,289-18,289-100%$3.1M———
OneAscent Financial Services LLC
N/A—17,650-17,650-100%$3.0M———
Arkadios Wealth Advisors
N/A—17,571-17,571-100%$3.0M———
AQR Capital Management LLC
N/A—17,387-17,387-100%$3.0M———
Jupiter Wealth Management LLC
N/A—17,300-17,300-100%$2.9M———
Savvy Advisors, Inc.
N/A—17,286-17,286-100%$2.9M———
Astoria Portfolio Advisors Llc.
N/A—17,248-17,248-100%$2.9M———
Ancora Advisors LLCA
N/A—17,061-17,061-100%$2.9M———
Focus Partners Wealth
N/A—16,737-16,737-100%$2.8M———
IHT Wealth Management, LLC
N/A—16,612-16,612-100%$2.8M———
&partners
N/A—16,308-16,308-100%$2.8M———
Wall Street Financial Group, Inc.
N/A—16,299-16,299-100%$2.8M———
Qube Research & Technologies Ltd
N/A—15,373-15,373-100%$2.6M———
Summit Financial, LLC
N/A—15,055-15,055-100%$2.6M———
Leavell Investment Management, Inc.
N/A—15,029-15,029-100%$2.6M———
Rockefeller Capital Management L.P.
N/A—14,166-14,166-100%$2.4M———
IFG Advisory, LLC
N/A—13,726-13,726-100%$2.3M———
Global Retirement Partners, LLC
N/A—13,024-13,024-100%$2.2M———
Jane Street Group, LLC
N/A—12,497-12,497-100%$2.1M———
Harbour Investments, Inc.
N/A—12,395-12,395-100%$2.1M———
Everest Financial Group LLC
N/A—11,929-11,929-100%$2.0M———
Money Concepts Capital Corp
N/A—11,796-11,796-100%$2.0M———
Western Wealth Management, LLC
N/A—11,744-11,744-100%$2.0M———
Steward Partners Investment Advisory, LLC
N/A—11,326-11,326-100%$1.9M———
Tudor Investment Corp ET AL
N/A—11,244-11,244-100%$1.9M———
United Capital Financial Advisors, LLC
N/A—10,631-10,631-100%$1.8M———
Brown Advisory Inc
N/A—10,565-10,565-100%$1.8M———
Adapt Wealth Advisors, LLC
N/A—9,923-9,923-100%$1.7M———
Mariner, LLC
N/A—9,777-9,777-100%$1.7M———
Valued Retirements, Inc.
N/A—9,221-9,221-100%$1.6M———
Tidal Investments LLC
N/A—8,726-8,726-100%$1.5M———
Cannon Wealth Management Services, LLC
N/A—8,657-8,657-100%$1.5M———
Deutsche Bank Ag\
N/A—8,606-8,606-100%$1.5M———
American Trust
N/A—8,488-8,488-100%$1.4M———
TAGStone Capital, Inc.
N/A—8,211-8,211-100%$1.4M———
Financial Freedom, LLC
N/A—8,165-8,165-100%$1.4M———
Dana Investment Advisors, Inc.
N/A—7,975-7,975-100%$1.4M———
Beacon Pointe Advisors, LLC
N/A—7,763-7,763-100%$1.3M———
Northstar Advisory Group, LLC
N/A—7,302-7,302-100%$1.2M———
Steelhead Wealth Management LLC
N/A—7,227-7,227-100%$1.2M———
Addison Capital Co
N/A—6,924-6,924-100%$1.2M———
Essex Financial Services, Inc.
N/A—6,470-6,470-100%$1.1M———
Mainstay Capital Management LLC
N/A—6,359-6,359-100%$1.1M———
Silver OAK Securities, Incorporated
N/A—6,166-6,166-100%$1.0M———
UBS Asset Management Americas LLC
N/A—5,715-5,715-100%$972.4K———
Mercer Global Advisors Inc
N/A—5,657-5,657-100%$962.5K———
Nest Investments, LLC
N/A—5,613-5,613-100%$955.1K———
HighPoint Advisor Group LLC
N/A—5,467-5,467-100%$930.2K———
Capital Analysts, LLC
N/A—5,323-5,323-100%$906.0K———
Snowden Capital Advisors LLC
N/A—5,181-5,181-100%$881.5K———
Pacific SUN Financial Corp
N/A—5,113-5,113-100%$869.9K———
J. M. Brown & Associates Inc.
N/A—4,920-4,920-100%$837.1K———
Bessemer Group Inc
N/A—4,803-4,803-100%$817.0K———
CIBC Bancorp USA Inc.
N/A—4,637-4,637-100%$789.0K———
Maridea Wealth Management LLC
N/A—4,445-4,445-100%$756.3K———
Fischer Investment Strategies, LLC
N/A—4,098-4,098-100%$697.3K———
Kane Investment Management, Inc.
N/A—4,011-4,011-100%$682.5K———
Pine Harbor Wealth Management, LLC
N/A—3,854-3,854-100%$655.7K———
Gladstone Institutional Advisory LLC
N/A—3,818-3,818-100%$649.7K———
Brookwood Investment Group LLC
N/A—3,486-3,486-100%$593.1K———
Mutual Advisors, LLC
N/A—3,479-3,479-100%$591.9K———
CIBC World Market Inc.
N/A—3,427-3,427-100%$583.1K———
One Capital Management, LLC
N/A—3,423-3,423-100%$496.4K———
Pine Valley Investments Ltd Liability Co
N/A—3,416-3,416-100%$581.1K———
Continuum Advisory, LLC
N/A—3,395-3,395-100%$577.6K———
Faithward Advisors, LLC
N/A—3,359-3,359-100%$571.5K———
Gateway Wealth Partners, LLC
N/A—3,355-3,355-100%$570.8K———
Stonebridge Financial Group, LLC / MO
N/A—3,298-3,298-100%$561.1K———
Northstar Financial Companies, Inc.
N/A—3,280-3,280-100%$558.1K———
Hershey Financial Advisers, LLC
N/A—3,264-3,264-100%$555.3K———
Independent Advisor Alliance
N/A—3,162-3,162-100%$538.0K———
Reliant Investment Partners, LLC
N/A—2,993-2,993-100%$509.2K———
Baird Financial Group, Inc.
N/A—2,874-2,874-100%$489.0K———
BFC Planning, Inc.
N/A—2,770-2,770-100%$471.3K———
Clearstead Advisors, LLC
N/A—2,746-2,746-100%$467.1K———
Swisher Financial Concepts, Inc.
N/A—2,709-2,709-100%$460.9K———
EP Wealth Advisors, LLC
N/A—2,591-2,591-100%$440.8K———
Veridan Wealth LLC
N/A—2,456-2,456-100%$417.9K———
Goldstone Financial Group, LLC
N/A—2,314-2,314-100%$393.7K———
Madison Wealth Partners, Inc
N/A—2,273-2,273-100%$386.7K———
PNC Financial Services Group, Inc.
N/A—2,209-2,209-100%$375.8K———
Sanctuary Advisors, LLC
N/A—2,192-2,192-100%$372.9K———
Calton & Associates, Inc.
N/A—2,173-2,173-100%$369.7K———
Wealthspire Advisors, LLC
N/A—2,170-2,170-100%$369.2K———
OneAscent Wealth Management LLC
N/A—2,095-2,095-100%$356.4K———
NorthRock Partners, LLC
N/A—2,030-2,030-100%$345.4K———
Bank of Montreal
N/A—2,025-2,025-100%$344.5K———
Schrum Private Wealth Management LLC
N/A—2,000-2,000-100%$228.0K———
Regal Investment Advisors LLC
N/A—1,992-1,992-100%$339.0K———
Jaffetilchin Investment Partners, LLC
N/A—1,991-1,991-100%$338.8K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—1,945-1,945-100%$330.9K———
Northern Trust Corp
N/A—1,864-1,864-100%$317.1K———
Alpha Capital Advisors Inc
N/A—1,824-1,824-100%$310.3K———
Advyzon Investment Management, LLC
N/A—1,822-1,822-100%$310.0K———
Impact Partnership Wealth, LLC
N/A—1,818-1,818-100%$309.3K———
Nicolet Bankshares Inc
N/A—1,783-1,783-100%$293.8K———
Atlantic Union Bankshares Corp
N/A—1,783-1,783-100%$303.4K———
GWN Securities Inc.
N/A—1,730-1,730-100%$294.3K———
Barometer Capital Management Inc.
N/A—1,700-1,700-100%$289.2K———
XTX Topco Ltd
N/A—1,694-1,694-100%$288.2K———
Insigneo Advisory Services, LLC
N/A—1,657-1,657-100%$281.9K———
BlackRock, Inc.
N/A—1,600-1,600-100%$272.2K———
Quantinno Capital Management LP
N/A—1,575-1,575-100%$268.1K———
One Charles Private Wealth Services, LLC
N/A—1,504-1,504-100%$255.9K———
OneDigital Investment Advisors LLC
N/A—1,471-1,471-100%$250.3K———
Blom & Howell Financial Planning, Inc.
N/A—1,466-1,466-100%$249.4K———
Compass Capital Corp
N/A—1,436-1,436-100%$233.6K———
National Philanthropic Trust
N/A—1,433-1,433-100%$243.8K———
Glenmede Trust Co NA
N/A—1,420-1,420-100%$241.6K———
Nuveen, LLC
N/A—1,392-1,392-100%$236.8K———
MOR Wealth Management, LLC
N/A—1,386-1,386-100%$235.7K———
Advisory Services Network, LLC
N/A—1,383-1,383-100%$235.4K———
RWA Wealth Partners, LLC
N/A—1,328-1,328-100%$225.9K———
Gentry Private Wealth, LLC
N/A—1,321-1,321-100%$224.8K———
Nova Wealth Management, Inc.
N/A—1,321-1,321-100%$224.8K———
Smartleaf Asset Management LLC
N/A—1,313-1,313-100%$219.9K———
Stokes Family Office, LLC
N/A—1,300-1,300-100%$221.2K———
Signet Private Wealth LLC
N/A—1,273-1,273-100%$216.6K———
Foundations Investment Advisors, LLC
N/A—1,267-1,267-100%$215.6K———
Granite Harbor Advisors, Inc.
N/A—1,247-1,247-100%$212.2K———
Jackson Wealth Management, LLC
N/A—1,221-1,221-100%$208.0K———
West Michigan Advisors, LLC
N/A—1,187-1,187-100%$202.0K———
Allworth Financial LP
N/A—925-925-100%$157.4K———
Godfrey Financial Associates, Inc.
N/A—800-800-100%$136.1K———
Aptus Capital Advisors, LLC
N/A—608-608-100%$103.4K———
Boreal Capital Management LLC
N/A—600-600-100%$102.1K———
Westfuller Advisors, LLC
N/A—558-558-100%$95.0K———
Aventura Private Wealth, LLC
N/A—524-524-100%$89.2K———
Federation des caisses Desjardins du Quebec
N/A—505-505-100%$85.9K———
Strive Financial Group,LLC
N/A—475-475-100%$80.8K———
O'shaughnessy Asset Management, LLC
N/A—425-425-100%$72.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—407-407-100%$69.3K———
Tidemark, LLC
N/A—343-343-100%$58.4K———
Arax Advisory Partners
N/A—338-338-100%$57.5K———
Vanguard Advisers Inc
N/A—337-337-100%$57.3K———
Greykasell Wealth Strategies, Inc.
N/A—317-317-100%$53.9K———
Synergy Investment Management, LLC
N/A—317-317-100%$53.9K———
Dunhill Financial, LLC
N/A—302-302-100%$51.4K———
Transamerica Financial Advisors, LLC
N/A—206-206-100%$35.1K———
Wellington-Altus USA Inc.
N/A—205-205-100%$29.7K———
Russell Investments Group, Ltd.
N/A—191-191-100%$32.5K———
Wiser Advisor Group LLC
N/A—151-151-100%$25.7K———
National Bank of Canada
N/A—138-138-100%$23.5K———
Founders Financial Alliance, LLC
N/A—106-106-100%$18.0K———
Fiduciary Financial Advisors
N/A—101-101-100%$17.2K———
Highland Investment Advisors LLC
N/A—100-100-100%$17.0K———
Tanglewood Legacy Advisors, LLC
N/A—95-95-100%$16.2K———
Atomic Invest LLC
N/A—94-94-100%$15.8K———
Cbiz Investment Advisory Services, LLC
N/A—87-87-100%$12.7K———
Strategic Investment Solutions, Inc.
N/A—83-83-100%$14.1K———
IAG Wealth Partners, LLC
N/A—65-65-100%$11.1K———
Howe & Rusling Inc
N/A—47-47-100%$8.0K———
WealthShield Partners, LLC
N/A—44-44-100%$7.5K———
FAS Wealth Partners, Inc.
N/A—34-34-100%$5.8K———
Horizon Kinetics Asset Management LLC
N/A—30-30-100%$5.1K———
Colonial Trust Co / SC
N/A—29-29-100%$4.9K———
Marshall Investment Management, LLC
N/A—22-22-100%$3.7K———
Ameriflex Group, Inc.
N/A—15-15-100%$2.6K———
Showing 507 of 507 institutions