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Invesco S&P Midcap Qual ETF (XMHQ)

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
Shares1,103,851 from 1,280,545
Change-176,694 (-14%)
Value$123.2M (-$21.3M)
Filed 2026-10-26
Commonwealth Equity Services, LLC
INCREASED
Shares984,850 from 948,076
Change+36,774 (+4%)
Value$110.0M (+$2.9M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares379,436 from 324,821
Change+54,615 (+17%)
Value$42.4M (+$5.7M)
Filed 2026-11-02
Focus Financial Network, Inc.
INCREASED
Shares349,457 from 348,740
Change+717 (+0%)
Value$39.0M (-$348.9K)
Filed 2026-10-14
Equitable Trust Co
INCREASED
Shares338,589 from 338,550
Change+39 (+0%)
Value$37.8M (-$412.1K)
Filed 2026-10-13
Crestwood Advisors Group, LLC
DECREASED
Shares298,720 from 302,466
Change-3,746 (-1%)
Value$33.4M (-$790.2K)
Filed 2026-10-27
SAX Wealth Advisors, LLC
INCREASED
Shares224,293 from 186,619
Change+37,674 (+20%)
Value$25.0M (+$5.8M)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares207,864 from 191,531
Change+16,333 (+9%)
Value$23.2M (+$1.6M)
Filed 2026-11-02
Trilogy Capital Inc.
INCREASED
Shares207,516 from 207,094
Change+422 (+0%)
Value$23.2M (-$207.6K)
Filed 2026-10-20
Blue Water Asset Management
DECREASED
Shares197,768 from 198,483
Change-715 (0%)
Value$22.1M (-$324.0K)
Filed 2026-11-04
Hunter Associates Investment Management LLC
INCREASED
Shares183,577 from 176,086
Change+7,491 (+4%)
Value$20.5M (+$603.0K)
Filed 2026-10-26
KPP Advisory Services LLC
DECREASED
Shares180,580 from 184,344
Change-3,764 (-2%)
Value$20.2M (-$647.0K)
Filed 2026-10-26
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares165,549 from 161,101
Change+4,448 (+3%)
Value$18.5M (+$298.5K)
Filed 2026-10-29
Trust Co of Toledo NA
DECREASED
Shares153,365 from 188,122
Change-34,757 (-18%)
Value$17.1M (-$4.1M)
Filed 2026-10-16
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares152,266 from 148,069
Change+4,197 (+3%)
Value$17.2M (+$438.7K)
Filed 2026-10-20
NBZ Investment Advisors LLC
INCREASED
Shares130,156 from 129,534
Change+622 (+0%)
Value$14.5M (-$89.9K)
Filed 2026-10-30
Madrona Financial Services, LLC
INCREASED
Shares129,747 from 123,961
Change+5,786 (+5%)
Value$14.5M (+$493.5K)
Filed 2026-10-23
Sowell Financial Services LLC
INCREASED
Shares128,298 from 125,775
Change+2,523 (+2%)
Value$14.3M (+$127.0K)
Filed 2026-10-23
XY Planning Network, Inc.
INCREASED
Shares119,092 from 91,449
Change+27,643 (+30%)
Value$13.3M (+$3.0M)
Filed 2026-10-14
Oasis Advisors, LLC
INCREASED
Shares117,702 from 87,887
Change+29,815 (+34%)
Value$13.1M (+$3.2M)
Filed 2026-10-16
Altus Wealth Group LLC
INCREASED
Shares105,340 from 99,819
Change+5,521 (+6%)
Value$11.8M (+$493.7K)
Filed 2026-10-20
Cornerstone Wealth Management, LLC
INCREASED
Shares102,502 from 93,077
Change+9,425 (+10%)
Value$11.4M (+$937.9K)
Filed 2026-11-04
Concord Wealth Partners
INCREASED
Shares94,377 from 92,704
Change+1,673 (+2%)
Value$10.5M (+$72.8K)
Filed 2026-11-02
Clearview Wealth Management LLC
DECREASED
Shares92,537 from 128,187
Change-35,650 (-28%)
Value$10.6M (-$3.9M)
Filed 2026-10-16
Concord Asset Management, LLC
INCREASED
Shares90,575 from 87,752
Change+2,823 (+3%)
Value$10.1M (+$207.2K)
Filed 2026-11-02
Corecam Pte. Ltd.
INCREASED
Shares90,420 from 88,720
Change+1,700 (+2%)
Value$10.1M (+$80.7K)
Filed 2026-10-23
Fifth Third Securities, Inc.
INCREASED
Shares88,441 from 86,619
Change+1,822 (+2%)
Value$9.9M (+$96.9K)
Filed 2026-10-21
Farther Finance Advisors, LLC
INCREASED
Shares87,581 from 70,701
Change+16,880 (+24%)
Value$9.8M (+$1.8M)
Filed 2026-10-08
Onyx Bridge Wealth Group LLC
INCREASED
Shares82,812 from 48,910
Change+33,902 (+69%)
Value$9.2M (+$3.7M)
Filed 2026-10-16
Atticus Wealth Management, LLC
INCREASED
Shares82,628 from 70,473
Change+12,155 (+17%)
Value$9.2M (+$1.3M)
Filed 2026-10-20
Kestra Private Wealth Services, LLC
DECREASED
Shares75,035 from 75,920
Change-885 (-1%)
Value$8.4M (-$192.2K)
Filed 2026-10-30
Dhjj Financial Advisors, Ltd.
DECREASED
Shares70,296 from 74,376
Change-4,080 (-5%)
Value$7.8M (-$547.1K)
Filed 2026-10-23
USAdvisors Wealth Management, LLC
INCREASED
Shares69,577 from 69,211
Change+366 (+1%)
Value$7.8K (-$7.8M)
Filed 2026-10-21
Clark Wealth Partners
INCREASED
Shares68,821 from 66,614
Change+2,207 (+3%)
Value$7.7M (+$164.6K)
Filed 2026-10-19
Ashton Thomas Private Wealth, LLC
INCREASED
Shares65,993 from 29,846
Change+36,147 (+121%)
Value$7.4M (+$4.0M)
Filed 2026-11-03
Lighthouse Wealth Management Inc.
INCREASED
Shares63,174 from 61,696
Change+1,478 (+2%)
Value$7.1M (+$89.2K)
Filed 2026-10-13
Verdence Capital Advisors LLC
NEW
Shares62,874
Change+62,874
Value$7.0M
Filed 2026-10-26
Berkeley, Inc
INCREASED
Shares62,539 from 61,771
Change+768 (+1%)
Value$7.0M (+$9.8K)
Filed 2026-10-20
Burns Matteson Capital Management, LLC
INCREASED
Shares60,464 from 59,522
Change+942 (+2%)
Value$6.8M (+$32.0K)
Filed 2026-10-16
American National Bank of Texas
INCREASED
Shares58,925 from 57,403
Change+1,522 (+3%)
Value$6.6M (+$99.3K)
Filed 2026-10-07
PFG Advisors
INCREASED
Shares58,348 from 54,368
Change+3,980 (+7%)
Value$6.5M (+$377.5K)
Filed 2026-10-16
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares57,256 from 72,818
Change-15,562 (-21%)
Value$6.4M (-$1.8M)
Filed 2026-10-07
First Security Investment Management, Inc.
DECREASED
Shares57,241 from 60,827
Change-3,586 (-6%)
Value$6.4M (-$475.3K)
Filed 2026-11-05
Spectrum Wealth Advisory Group, LLC
INCREASED
Shares56,119 from 56,108
Change+11 (+0%)
Value$6.3M (-$67.7K)
Filed 2026-10-29
Journey Advisory Group, LLC
DECREASED
Shares55,841 from 58,778
Change-2,937 (-5%)
Value$6.2M (-$400.2K)
Filed 2026-11-04
MGO One Seven LLC
INCREASED
Shares55,777 from 55,670
Change+107 (+0%)
Value$6.2M (-$56.4K)
Filed 2026-10-28
Mascagni Wealth Management, Inc.
INCREASED
Shares55,388 from 54,169
Change+1,219 (+2%)
Value$6.2M (+$69.5K)
Filed 2026-10-23
Independent Financial Group, LLC
DECREASED
Shares54,571 from 55,142
Change-571 (-1%)
Value$6.1M (-$131.5K)
Filed 2026-10-13
Principle Wealth Partners LLC
DECREASED
Shares52,831 from 56,075
Change-3,244 (-6%)
Value$5.9M (-$431.1K)
Filed 2026-11-02
Diversify Advisory Services, LLC
INCREASED
Shares52,314 from 20,115
Change+32,199 (+160%)
Value$6.0M (+$3.7M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares52,314 from 20,115
Change+32,199 (+160%)
Value$6.0M (+$3.7M)
Filed 2026-10-20
Live Oak Investment Partners
INCREASED
Shares51,924 from 51,820
Change+104 (+0%)
Value$5.8M (-$52.1K)
Filed 2026-10-23
Thrivent Financial for Lutherans
DECREASED
Shares50,653 from 51,114
Change-461 (-1%)
Value$5.7M (-$115.0K)
Filed 2026-11-05
Prota Financial, LLC
INCREASED
Shares50,064 from 49,037
Change+1,027 (+2%)
Value$5.7M (+$131.9K)
Filed 2026-10-08
Wealthcare Advisory Partners LLC
INCREASED
Shares49,885 from 48,013
Change+1,872 (+4%)
Value$5.6M (+$150.0K)
Filed 2026-10-21
Carolina Wealth Management Inc
INCREASED
Shares48,195 from 44,071
Change+4,124 (+9%)
Value$5.4M (+$406.2K)
Filed 2026-10-29
Adamsbrown Wealth Consultants LLC
DECREASED
Shares45,854 from 46,918
Change-1,064 (-2%)
Value$5.1M (-$176.6K)
Filed 2026-10-20
Financial Partners Group, Inc
DECREASED
Shares42,540 from 42,949
Change-409 (-1%)
Value$4.7M (-$98.5K)
Filed 2026-10-19
Bfsg, LLC
INCREASED
Shares40,163 from 39,243
Change+920 (+2%)
Value$4.5M (+$54.4K)
Filed 2026-10-30
Signature Estate & Investment Advisors LLC
DECREASED
Shares39,836 from 39,897
Change-61 (0%)
Value$4.4M (-$56.0K)
Filed 2026-10-13
Prairie Advisory, LLC
INCREASED
Shares39,234 from 18,951
Change+20,283 (+107%)
Value$4.4M (+$2.2M)
Filed 2026-10-19
Mann Financial Group, Inc.
DECREASED
Shares38,796 from 48,238
Change-9,442 (-20%)
Value$4.3M (-$1.1M)
Filed 2026-10-15
Vise Technologies, Inc.
INCREASED
Shares38,598 from 11,747
Change+26,851 (+229%)
Value$4.3M (+$3.0M)
Filed 2026-10-29
Equity Wealth Partners, LLC
INCREASED
Shares37,741 from 37,723
Change+18 (+0%)
Value$4.2M (-$44.4K)
Filed 2026-10-26
Family Capital Management, Inc.
INCREASED
Shares36,738 from 36,675
Change+63 (+0%)
Value$4.1M (-$38.1K)
Filed 2026-11-03
Corecam AG
DECREASED
Shares36,320 from 36,640
Change-320 (-1%)
Value$4.1M (-$80.8K)
Filed 2026-10-29
Sagace Wealth Management LLC
INCREASED
Shares35,534 from 35,291
Change+243 (+1%)
Value$4.0M (-$16.3K)
Filed 2026-10-28
Melone Private Wealth, LLC
INCREASED
Shares34,718 from 33,416
Change+1,302 (+4%)
Value$3.9M (+$104.3K)
Filed 2026-10-16
Parr Mcknight Wealth Management Group, LLC
INCREASED
Shares33,807 from 33,784
Change+23 (+0%)
Value$3.8M (-$39.0K)
Filed 2026-10-30
Biltmore Family Office, LLC
INCREASED
Shares33,273 from 25,773
Change+7,500 (+29%)
Value$3.7M (+$805.7K)
Filed 2026-11-03
WealthCare Investment Partners, LLC
DECREASED
Shares33,100 from 38,997
Change-5,897 (-15%)
Value$3.7M (-$706.3K)
Filed 2026-11-05
Lynx Capital Group LTD
INCREASED
Shares32,394 from 32,393
Change+1 (0%)
Value$3.6M (-$39.8K)
Filed 2026-11-04
Central Trust Co
DECREASED
Shares30,584 from 35,989
Change-5,405 (-15%)
Value$3.4M (-$647.7K)
Filed 2026-11-05
J.W. Cole Advisors, Inc.
INCREASED
Shares30,524 from 29,733
Change+791 (+3%)
Value$3.4M (+$51.8K)
Filed 2026-11-05
Centerpoint Advisory Group
DECREASED
Shares30,362 from 30,904
Change-542 (-2%)
Value$3.4M (-$98.5K)
Filed 2026-10-23
Sovran Advisors, LLC
INCREASED
Shares27,173 from 26,739
Change+434 (+2%)
Value$3.2M (+$147.5K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares26,987 from 27,373
Change-386 (-1%)
Value$3.1M (-$34.8K)
Filed 2026-10-13
Precedent Wealth Partners, LLC
DECREASED
Shares25,797 from 52,484
Change-26,687 (-51%)
Value$2.9M (-$3.0M)
Filed 2026-10-21
Solutions 4 Wealth, Ltd
INCREASED
Shares25,626 from 22,223
Change+3,403 (+15%)
Value$2.9M (+$352.7K)
Filed 2026-11-03
United Asset Strategies, Inc.
INCREASED
Shares24,640 from 24,101
Change+539 (+2%)
Value$2.8M (+$30.5K)
Filed 2026-10-28
Harbor Asset Planning, Inc.
INCREASED
Shares23,122 from 23,111
Change+11 (+0%)
Value$2.6M (-$26.9K)
Filed 2026-10-23
Wealth Advisory Team LLC
DECREASED
Shares22,522 from 22,747
Change-225 (-1%)
Value$2.5M (-$53.1K)
Filed 2026-11-05
Atlantic Edge Private Wealth Management, LLC
DECREASED
Shares22,112 from 22,636
Change-524 (-2%)
Value$2.5M (-$86.3K)
Filed 2026-10-20
Enzi Wealth
DECREASED
Shares22,068 from 22,335
Change-267 (-1%)
Value$2.5M (+$6.0K)
Filed 2026-10-14
Creative Financial Designs Inc
DECREASED
Shares21,223 from 22,771
Change-1,548 (-7%)
Value$2.4M (-$200.9K)
Filed 2026-11-04
Firestone Capital Management
UNCHANGED
Shares21,207 from 21,207
Change0 (0%)
Value$2.4M (-$26.0K)
Filed 2026-11-03
Milestone Investment Advisors LLC
DECREASED
Shares20,989 from 24,926
Change-3,937 (-16%)
Value$2.3M (-$470.3K)
Filed 2026-11-05
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED
Shares20,000 from 21,000
Change-1,000 (-5%)
Value$2.2M (-$137.5K)
Filed 2026-10-22
Kingswood Wealth Advisors, LLC
INCREASED
Shares19,741 from 18,970
Change+771 (+4%)
Value$2.2M (+$62.7K)
Filed 2026-10-23
Creative Planning
INCREASED
Shares19,473 from 17,785
Change+1,688 (+9%)
Value$2.2M (+$166.6K)
Filed 2026-11-02
Redhawk Wealth Advisors, Inc.
DECREASED
Shares19,388 from 25,164
Change-5,776 (-23%)
Value$2.2M (-$675.8K)
Filed 2026-10-14
Brown Miller Wealth Management, LLC
INCREASED
Shares18,417 from 16,654
Change+1,763 (+11%)
Value$2.1M (+$176.3K)
Filed 2026-11-02
Dorval Corp
DECREASED
Shares18,336 from 19,174
Change-838 (-4%)
Value$2.0M (-$117.1K)
Filed 2026-10-29
Connecticut Capital Management Group, LLC
DECREASED
Shares18,043 from 18,437
Change-394 (-2%)
Value$2.0M (-$66.6K)
Filed 2026-10-29
BNB Wealth Management, LLC
INCREASED
Shares17,937 from 17,023
Change+914 (+5%)
Value$2.0M (+$81.0K)
Filed 2026-10-28
Penobscot Wealth Management
INCREASED
Shares16,928 from 16,518
Change+410 (+2%)
Value$1.9M (+$25.5K)
Filed 2026-10-21
WPG Advisers, LLC
INCREASED
Shares16,868 from 16,098
Change+770 (+5%)
Value$1.9M (+$66.2K)
Filed 2026-10-27
Dahring | Cusmano LLC
DECREASED
Shares15,194 from 33,169
Change-17,975 (-54%)
Value$1.7M (-$2.0M)
Filed 2026-11-03
Wagner Wealth Management, Corp
INCREASED
Shares15,020 from 13,836
Change+1,184 (+9%)
Value$1.7M (+$115.2K)
Filed 2026-10-20
Glass Jacobson Investment Advisors llc
DECREASED
Shares14,665 from 15,326
Change-661 (-4%)
Value$1.6M (-$92.6K)
Filed 2026-10-26
Roman Butler Fullerton & Co
INCREASED
Shares14,253 from 14,168
Change+85 (+1%)
Value$1.6M (+$36.6K)
Filed 2026-10-27
Harbor Investment Advisory, LLC
DECREASED
Shares14,249 from 14,725
Change-476 (-3%)
Value$1.6M (-$71.3K)
Filed 2026-10-13
Family Investment Center, Inc.
DECREASED
Shares13,410 from 15,301
Change-1,891 (-12%)
Value$1.5M (-$229.9K)
Filed 2026-10-19
Stewardship Concepts Financial Services LLC
INCREASED
Shares13,076 from 12,044
Change+1,032 (+9%)
Value$1.5M (+$100.4K)
Filed 2026-10-06
Truist Financial Corp
DECREASED
Shares12,847 from 13,119
Change-272 (-2%)
Value$1.4M (-$46.5K)
Filed 2026-10-30
Visionary Wealth Advisors
INCREASED
Shares12,606 from 12,147
Change+459 (+4%)
Value$1.4M (+$36.3K)
Filed 2026-11-04
Golden State Wealth Management, LLC
INCREASED
Shares12,085 from 11,284
Change+801 (+7%)
Value$1.3M (+$75.5K)
Filed 2026-11-02
Fortune Financial Group, Inc.
INCREASED
Shares11,887 from 10,983
Change+904 (+8%)
Value$1.3M (+$87.4K)
Filed 2026-10-22
J2 Capital Management Inc
NEW
Shares10,708
Change+10,708
Value$1.2M
Filed 2026-10-19
Park Avenue Securities LLC
DECREASED
Shares10,482 from 10,524
Change-42 (0%)
Value$1.2M (-$18.0K)
Filed 2026-10-26
Ayalon Insurance Comp Ltd.
UNCHANGED
Shares10,080 from 10,080
Change0 (0%)
Value$1.1K (-$13)
Filed 2026-10-08
Opulen Financial Group LLC
DECREASED
Shares10,063 from 10,507
Change-444 (-4%)
Value$1.1M (-$62.5K)
Filed 2026-10-22
Ceera Investments, LLC
NEW
Shares9,801
Change+9,801
Value$1.1M
Filed 2026-11-02
Advisory Solutions Group, LLC
NEW
Shares9,617
Change+9,617
Value$1.1M
Filed 2026-10-14
Cypress Capital Group
INCREASED
Shares9,595 from 7,990
Change+1,605 (+20%)
Value$1.1M (+$169.4K)
Filed 2026-11-03
Elwood & Goetz Wealth Advisory Group, LLC
NEW
Shares9,452
Change+9,452
Value$1.1M
Filed 2026-10-28
Wingate Wealth Advisors, Inc.
INCREASED
Shares8,755 from 7,987
Change+768 (+10%)
Value$977.5K (+$75.9K)
Filed 2026-10-26
Southland Equity Partners LLC
INCREASED
Shares8,607 from 8,015
Change+592 (+7%)
Value$961.0K (+$56.2K)
Filed 2026-10-14
Fifth Third Bancorp
DECREASED
Shares8,418 from 8,684
Change-266 (-3%)
Value$939.9K (-$40.4K)
Filed 2026-11-05
Breakwater Capital Group
DECREASED
Shares8,212 from 8,305
Change-93 (-1%)
Value$916.8K (-$20.6K)
Filed 2026-10-09
Nations Financial Group Inc,
INCREASED
Shares8,198 from 7,009
Change+1,189 (+17%)
Value$915.3K (+$124.1K)
Filed 2026-11-05
Sigma Planning Corp
DECREASED
Shares8,189 from 31,423
Change-23,234 (-74%)
Value$913.1K (-$2.6M)
Filed 2026-10-23
Csenge Advisory Group
DECREASED
Shares8,117 from 8,184
Change-67 (-1%)
Value$906.3K (-$17.5K)
Filed 2026-11-04
UMB Private Wealth Management, LLC
NEW
Shares7,918
Change+7,918
Value$884.0K
Filed 2026-10-19
TrueWealth Advisors, LLC
INCREASED
Shares7,214 from 5,199
Change+2,015 (+39%)
Value$805.4K (+$218.6K)
Filed 2026-10-09
Brookstone Capital Management
INCREASED
Shares7,100 from 6,398
Change+702 (+11%)
Value$792.7K (+$70.5K)
Filed 2026-10-22
Pacific Center for Financial Services
UNCHANGED
Shares6,989 from 6,989
Change0 (0%)
Value$780.4K (-$8.5K)
Filed 2026-10-15
Key Client Fiduciary Advisors, LLC
INCREASED
Shares6,874 from 6,690
Change+184 (+3%)
Value$767.5K (+$12.3K)
Filed 2026-10-19
Moneco Advisors, LLC
INCREASED
Shares6,718 from 6,545
Change+173 (+3%)
Value$750.0K (+$11.2K)
Filed 2026-11-05
Dynamic Advisor Solutions LLC
INCREASED
Shares6,495 from 6,187
Change+308 (+5%)
Value$725.2K (+$26.8K)
Filed 2026-10-13
JFS Wealth Advisors, LLC
UNCHANGED
Shares6,200 from 6,200
Change0 (0%)
Value$692.2K (-$7.6K)
Filed 2026-11-03
Pearl Planning LLC
DECREASED
Shares6,131 from 6,907
Change-776 (-11%)
Value$684.5K (-$95.2K)
Filed 2026-10-13
IFS Advisors, LLC
NEW
Shares6,013
Change+6,013
Value$671.4K
Filed 2026-10-14
HRC Wealth Management, LLC
INCREASED
Shares5,995 from 5,947
Change+48 (+1%)
Value$669.4K (-$1.9K)
Filed 2026-10-16
Cullen T Bankers, Inc.
INCREASED
Shares5,946 from 3,248
Change+2,698 (+83%)
Value$663.8K (+$297.2K)
Filed 2026-10-28
Meridian Financial Advisors, LLC
DECREASED
Shares5,680 from 5,898
Change-218 (-4%)
Value$634.1K (-$31.6K)
Filed 2026-10-14
Whitaker-Myers Wealth Managers, Ltd.
DECREASED
Shares5,466 from 5,718
Change-252 (-4%)
Value$610.3K (-$35.2K)
Filed 2026-10-09
Omni 360 Wealth, Inc.
INCREASED
Shares5,327 from 4,137
Change+1,190 (+29%)
Value$594.8K (+$127.9K)
Filed 2026-10-13
Secure Asset Management, LLC
DECREASED
Shares5,284 from 5,888
Change-604 (-10%)
Value$589.9K (-$74.7K)
Filed 2026-10-19
Syntegra Private Wealth Group, LLC
DECREASED
Shares5,222 from 5,228
Change-6 (0%)
Value$583.0K (-$7.2K)
Filed 2026-10-13
Prime Capital Investment Advisors, LLC
INCREASED
Shares5,100 from 4,945
Change+155 (+3%)
Value$569.4K (+$11.2K)
Filed 2026-10-20
Rossby Financial, LCC
DECREASED
Shares5,024 from 5,281
Change-257 (-5%)
Value$560.9K (-$35.2K)
Filed 2026-11-05
Wedbush Securities Inc
DECREASED
Shares5,000 from 5,487
Change-487 (-9%)
Value$558 (-$618.4K)
Filed 2026-10-22
Ethos Capital Management, Inc.
DECREASED
Shares4,998 from 5,765
Change-767 (-13%)
Value$558.0K (-$92.7K)
Filed 2026-11-03
CWC Advisors, Llc.
INCREASED
Shares4,600 from 4,559
Change+41 (+1%)
Value$513.6K (-$1.0K)
Filed 2026-10-15
Krilogy Financial LLC
DECREASED
Shares4,593 from 4,821
Change-228 (-5%)
Value$524.5K (-$19.7K)
Filed 2026-10-13
Tempus Wealth Planning, LLC
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$502.4K (-$5.5K)
Filed 2026-10-14
Eastern Bank
DECREASED
Shares4,396 from 4,999
Change-603 (-12%)
Value$490.8K (-$73.5K)
Filed 2026-10-05
LongView Wealth Management
INCREASED
Shares4,341 from 4,335
Change+6 (+0%)
Value$484.7K (-$4.7K)
Filed 2026-10-19
MCF Advisors LLC
INCREASED
Shares4,285 from 4,280
Change+5 (+0%)
Value$478.4K (-$4.7K)
Filed 2026-10-28
Investmark Advisory Group LLC
UNCHANGED
Shares4,275 from 4,275
Change0 (0%)
Value$477.3K (-$5.3K)
Filed 2026-10-27
Nfsg Corp
UNCHANGED
Shares4,215 from 4,215
Change0 (0%)
Value$470.6K (-$5.2K)
Filed 2026-10-15
BAM Wealth Management, LLC
INCREASED
Shares4,213 from 4,169
Change+44 (+1%)
Value$470.4K (-$216)
Filed 2026-10-15
RFG Advisory, LLC
DECREASED
Shares4,122 from 5,468
Change-1,346 (-25%)
Value$460.2K (-$157.1K)
Filed 2026-11-03
Signal Advisors Wealth, LLC
DECREASED
Shares4,020 from 4,220
Change-200 (-5%)
Value$448.9K (-$27.5K)
Filed 2026-10-13
JBR Co Financial Management Inc
UNCHANGED
Shares4,012 from 4,012
Change0 (0%)
Value$452.5K (-$362)
Filed 2026-10-13
Fairway Financial, LLC
DECREASED
Shares3,999 from 7,913
Change-3,914 (-49%)
Value$446.5K (-$446.7K)
Filed 2026-10-20
Hengehold Capital Management LLC
DECREASED
Shares3,958 from 6,301
Change-2,343 (-37%)
Value$441.9K (-$269.4K)
Filed 2026-10-16
Tableaux LLC
UNCHANGED
Shares3,831 from 3,831
Change0 (0%)
Value$427.7K (-$4.7K)
Filed 2026-10-23
Simon Quick Advisors, LLC
INCREASED
Shares3,807 from 3,802
Change+5 (+0%)
Value$425.1K (-$4.1K)
Filed 2026-10-26
Kraft, Davis & Associates, LLC
UNCHANGED
Shares3,733 from 3,733
Change0 (0%)
Value$428.4K (+$10.0K)
Filed 2026-10-21
Narus Financial Partners, LLC
DECREASED
Shares3,712 from 5,034
Change-1,322 (-26%)
Value$414.5K (-$153.8K)
Filed 2026-10-19
Simplicity Wealth,LLC
INCREASED
Shares3,516 from 3,193
Change+323 (+10%)
Value$392.6K (+$32.2K)
Filed 2026-10-23
Redwood Financial Network Corp
DECREASED
Shares3,448 from 4,085
Change-637 (-16%)
Value$385.0K (-$76.1K)
Filed 2026-11-03
Evolution Wealth Management Inc.
UNCHANGED
Shares3,143 from 3,143
Change0 (0%)
Value$350.9K (-$3.9K)
Filed 2026-10-28
Prospera Financial Services Inc
NEW
Shares3,109
Change+3,109
Value$366.3K
Filed 2026-11-04
Marathon Capital Management
INCREASED
Shares3,104 from 2,131
Change+973 (+46%)
Value$346.6K (+$106.0K)
Filed 2026-10-23
Ullmann Wealth Partners Group, LLC
DECREASED
Shares3,024 from 3,450
Change-426 (-12%)
Value$337.6K (-$51.9K)
Filed 2026-11-02
Schwallier Wealth Management LLC
DECREASED
Shares3,010 from 3,751
Change-741 (-20%)
Value$336.1K (-$87.4K)
Filed 2026-11-05
Private Trust Co NA
INCREASED
Shares2,792 from 2,240
Change+552 (+25%)
Value$311.7K (+$58.9K)
Filed 2026-10-20
Integrity Advisory Solutions, LLC
UNCHANGED
Shares2,564 from 2,564
Change0 (0%)
Value$286.3K (-$3.2K)
Filed 2026-10-29
Willner & Heller, LLC
DECREASED
Shares2,481 from 3,502
Change-1,021 (-29%)
Value$277.1K (-$118.3K)
Filed 2026-10-28
IFP Advisors, Inc
UNCHANGED
Shares2,436 from 2,436
Change0 (0%)
Value$272.0K (-$3.0K)
Filed 2026-10-16
Annex Advisory Services, LLC
DECREASED
Shares2,354 from 2,664
Change-310 (-12%)
Value$262.8K (-$38.0K)
Filed 2026-10-16
Clear Creek Financial Management, LLC
DECREASED
Shares2,339 from 3,501
Change-1,162 (-33%)
Value$261.1K (-$134.0K)
Filed 2026-10-28
Elm3 Financial Group, LLC
INCREASED
Shares2,281 from 2,266
Change+15 (+1%)
Value$254.7K (-$1.1K)
Filed 2026-10-07
Capstone Capital LLC
UNCHANGED
Shares2,130 from 2,130
Change0 (0%)
Value$237.8K (-$2.6K)
Filed 2026-10-14
Guyasuta Investment Advisors Inc
UNCHANGED
Shares2,108 from 2,108
Change0 (0%)
Value$235.4K (-$2.6K)
Filed 2026-10-15
Global Assets Advisory, LLC
INCREASED
Shares2,078 from 2,045
Change+33 (+2%)
Value$238.7K (+$7.0K)
Filed 2026-10-28
Northwest Financial Advisors
INCREASED
Shares2,056 from 2,055
Change+1 (+0%)
Value$229.5K (-$2.5K)
Filed 2026-10-27
Purewater Capital LLC
UNCHANGED
Shares2,055 from 2,055
Change0 (0%)
Value$229.4K (-$2.5K)
Filed 2026-10-23
Cassaday & Co Wealth Management LLC
INCREASED
Shares2,029 from 2,000
Change+29 (+1%)
Value$226.5K (+$778)
Filed 2026-10-27
Perigon Wealth Management, LLC
DECREASED
Shares2,009 from 2,211
Change-202 (-9%)
Value$224.3K (-$25.3K)
Filed 2026-10-22
Oppenheimer & Co Inc
NEW
Shares1,964
Change+1,964
Value$219.3K
Filed 2026-10-26
Compass Ion Advisors, LLC
DECREASED
Shares1,920 from 1,973
Change-53 (-3%)
Value$214.4K (-$8.3K)
Filed 2026-10-23
Edgemoor Investment Advisors, Inc.
UNCHANGED
Shares1,886 from 1,886
Change0 (0%)
Value$210.6K (-$2.3K)
Filed 2026-11-03
Flagship Harbor Advisors, LLC
NEW
Shares1,864
Change+1,864
Value$208.1K
Filed 2026-10-26
Mission Financial Group, LLC
DECREASED
Shares1,810 from 2,982
Change-1,172 (-39%)
Value$202.1K (-$134.5K)
Filed 2026-10-21
GGM Financial LLC
INCREASED
Shares1,716 from 1,715
Change+1 (+0%)
Value$191.6K (-$2.1K)
Filed 2026-11-05
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares1,604 from 1,604
Change0 (0%)
Value$179.1K (-$2.0K)
Filed 2026-10-19
US Bancorp \de\
DECREASED
Shares1,363 from 1,549
Change-186 (-12%)
Value$152.2K (-$22.7K)
Filed 2026-11-05
Pinnacle Bancorp, Inc.
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$139.6K (-$1.5K)
Filed 2026-10-21
Sarver Vrooman Wealth Advisors
INCREASED
Shares1,203 from 1,166
Change+37 (+3%)
Value$134.3K (+$1.4K)
Filed 2026-10-01
Hazlett, Burt & Watson, Inc.
INCREASED
Shares1,119 from 851
Change+268 (+31%)
Value$38.1K (+$20.0K)
Filed 2026-11-04
Hughes Financial Services, LLC
UNCHANGED
Shares1,064 from 1,064
Change0 (0%)
Value$126.1K (+$6.0K)
Filed 2026-10-30
MidAtlantic Capital Management, Inc.
NEW
Shares753
Change+753
Value$84.1K
Filed 2026-11-05
Financial Network Wealth Advisors LLC
UNCHANGED
Shares683 from 683
Change0 (0%)
Value$76.3K (-$840)
Filed 2026-10-28
Assetmark, Inc
INCREASED
Shares619 from 134
Change+485 (+362%)
Value$69.1K (+$53.9K)
Filed 2026-10-21
Root Financial Partners, LLC
NEW
Shares433
Change+433
Value$48.3K
Filed 2026-10-21
Cape Investment Advisory, Inc.
INCREASED
Shares356 from 337
Change+19 (+6%)
Value$39.7K (+$1.7K)
Filed 2026-10-13
Mosley Wealth Management
DECREASED
Shares353 from 372
Change-19 (-5%)
Value$40.6K (-$1.3K)
Filed 2026-10-16
Pinnacle Wealth Planning Services, Inc.
NEW
Shares337
Change+337
Value$37.6K
Filed 2026-10-27
Westside Investment Management, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$34.0K (+$141)
Filed 2026-11-02
Capital Advisors, Ltd. LLC
UNCHANGED
Shares277 from 277
Change0 (0%)
Value$31.0K (+$31.0K)
Filed 2026-10-27
Larson Financial Group LLC
UNCHANGED
Shares252 from 252
Change0 (0%)
Value$28.1K (-$310)
Filed 2026-11-05
Heritage Family Offices, LLP
NEW
Shares242
Change+242
Value$27.0K
Filed 2026-11-02
Coastline Trust Co
UNCHANGED
Shares234 from 234
Change0 (0%)
Value$26.1K (-$288)
Filed 2026-10-01
Valley National Advisers Inc
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$22.4K (-$246)
Filed 2026-10-23
Tsfg, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$22 (-$1)
Filed 2026-10-23
CoreCap Advisors, LLC
INCREASED
Shares125 from 30
Change+95 (+317%)
Value$14.0K (+$10.6K)
Filed 2026-10-08
Lanark Financial, Inc.
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$13.0K (-$143)
Filed 2026-10-26
Register Financial Advisors LLC
INCREASED
Shares109 from 22
Change+87 (+395%)
Value$12.2K (+$9.7K)
Filed 2026-10-23
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$10.8K (+$20)
Filed 2026-11-04
CX Institutional
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$10 ($0)
Filed 2026-10-02
Ashton Thomas Securities, LLC
NEW
Shares66
Change+66
Value$7.4K
Filed 2026-10-26
Signaturefd, LLC
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$6.3K (-$69)
Filed 2026-10-23
Wagner Wealth Management, LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$6.1K (-$67)
Filed 2026-10-21
SYM Financial Corp
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$4.8K (-$53)
Filed 2026-10-26
Noble Wealth Management PBC
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$4.1K (-$46)
Filed 2026-10-01
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$3.5K (-$33)
Filed 2026-10-16
Wilkerson Advisory Group LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$2.7K (-$29)
Filed 2026-10-20
Latitude Advisors, LLC
NEW
Shares20
Change+20
Value$2.2K
Filed 2026-10-27
Decker Retirement Planning Inc.
NEW
Shares14
Change+14
Value$1.6K
Filed 2026-10-19
Markowski Investments
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$1.0K (-$11)
Filed 2026-10-30
Trust Co
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$949 (-$11)
Filed 2026-10-09
Signature Equity Partners, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$447 (-$5)
Filed 2026-10-29
KMG Fiduciary Partners, LLC
CLOSED
Shares0 from 10,292
Change-10,292 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-14
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 5,090
Change-5,090 (-100%)
Value$0 (-$574.6K)
Filed 2026-10-16
Retireful, LLC
CLOSED
Shares0 from 3,486
Change-3,486 (-100%)
Value$0 (-$394.6K)
Filed 2026-10-09
StoneX Group Inc.
CLOSED
Shares0 from 2,283
Change-2,283 (-100%)
Value$0 (-$250.7K)
Filed 2026-11-03
Snider Financial Group
CLOSED
Shares0 from 2,196
Change-2,196 (-100%)
Value$0 (-$247.8K)
Filed 2026-10-16
Concurrent Investment Advisors, LLC
CLOSED
Shares0 from 2,156
Change-2,156 (-100%)
Value$0 (-$243.3K)
Filed 2026-10-16
International Assets Investment Management, LLC
CLOSED
Shares0 from 875
Change-875 (-100%)
Value$0 (-$98.7K)
Filed 2026-11-02
AdvisorNet Financial, Inc
CLOSED
Shares0 from 380
Change-380 (-100%)
Value$0 (-$42.9K)
Filed 2026-10-15
Farmers & Merchants Investments Inc
CLOSED
Shares0 from 255
Change-255 (-100%)
Value$0 (-$28.8K)
Filed 2026-10-22
Salem Investment Counselors Inc
CLOSED
Shares0 from 136
Change-136 (-100%)
Value$0 (-$15.4K)
Filed 2026-10-13
Blue Trust, Inc.
CLOSED
Shares0 from 58
Change-58 (-100%)
Value$0 (-$6.5K)
Filed 2026-10-15
Manchester Capital Management LLC
CLOSED
Shares0 from 33
Change-33 (-100%)
Value$0 (-$3.7K)
Filed 2026-10-22
Roxbury Financial LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$505)
Filed 2026-10-01
LPL Financial LLC
N/A
Shares— from 4,069,723
Change-4,069,723 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,453,754
Change-2,453,754 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,395,285
Change-1,395,285 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,209,723
Change-1,209,723 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,083,543
Change-1,083,543 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,065,755
Change-1,065,755 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 821,987
Change-821,987 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 641,349
Change-641,349 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 588,075
Change-588,075 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 469,902
Change-469,902 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 431,036
Change-431,036 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 420,269
Change-420,269 (-100%)
Value—
Straightline Group LLC
N/A
Shares— from 370,591
Change-370,591 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 364,659
Change-364,659 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 321,520
Change-321,520 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 282,592
Change-282,592 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 266,013
Change-266,013 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 255,789
Change-255,789 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 245,023
Change-245,023 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 219,845
Change-219,845 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 211,860
Change-211,860 (-100%)
Value—
UBS Group AG
N/A
Shares— from 177,006
Change-177,006 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 161,859
Change-161,859 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 159,000
Change-159,000 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 149,538
Change-149,538 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 146,705
Change-146,705 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 140,808
Change-140,808 (-100%)
Value—
Everest Financial Group LLC
N/A
Shares— from 131,701
Change-131,701 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 130,921
Change-130,921 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 126,842
Change-126,842 (-100%)
Value—
&partners
N/A
Shares— from 118,745
Change-118,745 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 114,881
Change-114,881 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 110,864
Change-110,864 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 100,810
Change-100,810 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 99,569
Change-99,569 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 95,805
Change-95,805 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 91,236
Change-91,236 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 91,194
Change-91,194 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 90,930
Change-90,930 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 89,533
Change-89,533 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 79,879
Change-79,879 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 79,486
Change-79,486 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 79,238
Change-79,238 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 76,511
Change-76,511 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 76,238
Change-76,238 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 75,628
Change-75,628 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 72,224
Change-72,224 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 68,586
Change-68,586 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 60,450
Change-60,450 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 56,580
Change-56,580 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 55,440
Change-55,440 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 54,060
Change-54,060 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 53,417
Change-53,417 (-100%)
Value—
Forge Financial Services LLC
N/A
Shares— from 53,091
Change-53,091 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 51,616
Change-51,616 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 48,326
Change-48,326 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 46,706
Change-46,706 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 45,353
Change-45,353 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 36,720
Change-36,720 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 35,671
Change-35,671 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 35,500
Change-35,500 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 34,786
Change-34,786 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 34,426
Change-34,426 (-100%)
Value—
Vista Cima Wealth Management LLC
N/A
Shares— from 34,417
Change-34,417 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 33,957
Change-33,957 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 33,834
Change-33,834 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 33,437
Change-33,437 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 33,307
Change-33,307 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 31,888
Change-31,888 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 31,835
Change-31,835 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 30,315
Change-30,315 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 29,215
Change-29,215 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 27,760
Change-27,760 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 26,192
Change-26,192 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 24,734
Change-24,734 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 23,610
Change-23,610 (-100%)
Value—
Wiser Advisor Group LLC
N/A
Shares— from 22,938
Change-22,938 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 22,747
Change-22,747 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 22,322
Change-22,322 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 18,861
Change-18,861 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 18,830
Change-18,830 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 18,689
Change-18,689 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 17,942
Change-17,942 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 17,483
Change-17,483 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 17,121
Change-17,121 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 16,988
Change-16,988 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 16,018
Change-16,018 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 15,640
Change-15,640 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 14,613
Change-14,613 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 14,044
Change-14,044 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 13,106
Change-13,106 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 12,729
Change-12,729 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 12,560
Change-12,560 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 12,339
Change-12,339 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 12,186
Change-12,186 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 12,051
Change-12,051 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 11,868
Change-11,868 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 11,580
Change-11,580 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 11,162
Change-11,162 (-100%)
Value—
FMR LLC
N/A
Shares— from 10,604
Change-10,604 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 10,494
Change-10,494 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 10,400
Change-10,400 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 10,346
Change-10,346 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 10,295
Change-10,295 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 9,994
Change-9,994 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 9,355
Change-9,355 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 8,442
Change-8,442 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 8,362
Change-8,362 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 8,340
Change-8,340 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 8,226
Change-8,226 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 7,772
Change-7,772 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 7,757
Change-7,757 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 7,328
Change-7,328 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 7,179
Change-7,179 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 7,164
Change-7,164 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 7,053
Change-7,053 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 6,863
Change-6,863 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 6,687
Change-6,687 (-100%)
Value—
Hansen & Associates Financial Group, Inc.
N/A
Shares— from 6,251
Change-6,251 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 6,005
Change-6,005 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 5,689
Change-5,689 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 5,327
Change-5,327 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 5,027
Change-5,027 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 4,920
Change-4,920 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 4,914
Change-4,914 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 4,791
Change-4,791 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 4,754
Change-4,754 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 4,505
Change-4,505 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 4,484
Change-4,484 (-100%)
Value—
Bank of Marin
N/A
Shares— from 4,377
Change-4,377 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 4,232
Change-4,232 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 4,218
Change-4,218 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 3,994
Change-3,994 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 3,745
Change-3,745 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 3,672
Change-3,672 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 3,542
Change-3,542 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 3,399
Change-3,399 (-100%)
Value—
Betterment LLC
N/A
Shares— from 3,372
Change-3,372 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 3,302
Change-3,302 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 3,282
Change-3,282 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 3,110
Change-3,110 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 3,095
Change-3,095 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 3,064
Change-3,064 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 2,991
Change-2,991 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 2,970
Change-2,970 (-100%)
Value—
Nwam LLC
N/A
Shares— from 2,959
Change-2,959 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 2,887
Change-2,887 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,863
Change-2,863 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 2,840
Change-2,840 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 2,781
Change-2,781 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 2,772
Change-2,772 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,759
Change-2,759 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 2,759
Change-2,759 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 2,664
Change-2,664 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 2,535
Change-2,535 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 2,462
Change-2,462 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 2,438
Change-2,438 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 2,435
Change-2,435 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 2,362
Change-2,362 (-100%)
Value—
Nikulski Financial, Inc.
N/A
Shares— from 2,308
Change-2,308 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 2,274
Change-2,274 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 2,257
Change-2,257 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 2,147
Change-2,147 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 2,146
Change-2,146 (-100%)
Value—
Compass Financial Services Inc
N/A
Shares— from 2,144
Change-2,144 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 2,112
Change-2,112 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 2,102
Change-2,102 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 2,065
Change-2,065 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 2,014
Change-2,014 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,982
Change-1,982 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 1,964
Change-1,964 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 1,932
Change-1,932 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 1,909
Change-1,909 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,905
Change-1,905 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 1,904
Change-1,904 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 1,873
Change-1,873 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,869
Change-1,869 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,806
Change-1,806 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,157
Change-1,157 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,126
Change-1,126 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,115
Change-1,115 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1,086
Change-1,086 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 800
Change-800 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 797
Change-797 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 757
Change-757 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 744
Change-744 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 578
Change-578 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 475
Change-475 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 465
Change-465 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 324
Change-324 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 315
Change-315 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 304
Change-304 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 276
Change-276 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 209
Change-209 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 208
Change-208 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 171
Change-171 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 110
Change-110 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 96
Change-96 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 57
Change-57 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 55
Change-55 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 51
Change-51 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 40
Change-40 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 24
Change-24 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 23
Change-23 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 1
Change-1 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Vantagepoint Investment Advisers LLC
DECREASED1,103,8511,280,545-176,694-14%$144.5M$123.2M-$21.3M2026-10-26
Commonwealth Equity Services, LLC
INCREASED984,850948,076+36,774+4%$107.0M$110.0M+$2.9M2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED379,436324,821+54,615+17%$36.7M$42.4M+$5.7M2026-11-02
Focus Financial Network, Inc.
INCREASED349,457348,740+717+0%$39.4M$39.0M-$348.9K2026-10-14
Equitable Trust Co
INCREASED338,589338,550+39+0%$38.2M$37.8M-$412.1K2026-10-13
Crestwood Advisors Group, LLC
DECREASED298,720302,466-3,746-1%$34.1M$33.4M-$790.2K2026-10-27
SAX Wealth Advisors, LLC
INCREASED224,293186,619+37,674+20%$19.3M$25.0M+$5.8M2026-10-13
Kestra Advisory Services, LLC
INCREASED207,864191,531+16,333+9%$21.6M$23.2M+$1.6M2026-11-02
Trilogy Capital Inc.
INCREASED207,516207,094+422+0%$23.4M$23.2M-$207.6K2026-10-20
Blue Water Asset Management
DECREASED197,768198,483-7150%$22.4M$22.1M-$324.0K2026-11-04
Hunter Associates Investment Management LLC
INCREASED183,577176,086+7,491+4%$19.9M$20.5M+$603.0K2026-10-26
KPP Advisory Services LLC
DECREASED180,580184,344-3,764-2%$20.8M$20.2M-$647.0K2026-10-26
Gerber Kawasaki Wealth & Investment Management
INCREASED165,549161,101+4,448+3%$18.2M$18.5M+$298.5K2026-10-29
Trust Co of Toledo NA
DECREASED153,365188,122-34,757-18%$21.2M$17.1M-$4.1M2026-10-16
Prevail Innovative Wealth Advisors, LLC
INCREASED152,266148,069+4,197+3%$16.7M$17.2M+$438.7K2026-10-20
NBZ Investment Advisors LLC
INCREASED130,156129,534+622+0%$14.6M$14.5M-$89.9K2026-10-30
Madrona Financial Services, LLC
INCREASED129,747123,961+5,786+5%$14.0M$14.5M+$493.5K2026-10-23
Sowell Financial Services LLC
INCREASED128,298125,775+2,523+2%$14.2M$14.3M+$127.0K2026-10-23
XY Planning Network, Inc.
INCREASED119,09291,449+27,643+30%$10.3M$13.3M+$3.0M2026-10-14
Oasis Advisors, LLC
INCREASED117,70287,887+29,815+34%$9.9M$13.1M+$3.2M2026-10-16
Altus Wealth Group LLC
INCREASED105,34099,819+5,521+6%$11.3M$11.8M+$493.7K2026-10-20
Cornerstone Wealth Management, LLC
INCREASED102,50293,077+9,425+10%$10.5M$11.4M+$937.9K2026-11-04
Concord Wealth Partners
INCREASED94,37792,704+1,673+2%$10.5M$10.5M+$72.8K2026-11-02
Clearview Wealth Management LLC
DECREASED92,537128,187-35,650-28%$14.5M$10.6M-$3.9M2026-10-16
Concord Asset Management, LLC
INCREASED90,57587,752+2,823+3%$9.9M$10.1M+$207.2K2026-11-02
Corecam Pte. Ltd.
INCREASED90,42088,720+1,700+2%$10.0M$10.1M+$80.7K2026-10-23
Fifth Third Securities, Inc.
INCREASED88,44186,619+1,822+2%$9.8M$9.9M+$96.9K2026-10-21
Farther Finance Advisors, LLC
INCREASED87,58170,701+16,880+24%$8.0M$9.8M+$1.8M2026-10-08
Onyx Bridge Wealth Group LLC
INCREASED82,81248,910+33,902+69%$5.5M$9.2M+$3.7M2026-10-16
Atticus Wealth Management, LLC
INCREASED82,62870,473+12,155+17%$8.0M$9.2M+$1.3M2026-10-20
Kestra Private Wealth Services, LLC
DECREASED75,03575,920-885-1%$8.6M$8.4M-$192.2K2026-10-30
Dhjj Financial Advisors, Ltd.
DECREASED70,29674,376-4,080-5%$8.4M$7.8M-$547.1K2026-10-23
USAdvisors Wealth Management, LLC
INCREASED69,57769,211+366+1%$7.8M$7.8K-$7.8M2026-10-21
Clark Wealth Partners
INCREASED68,82166,614+2,207+3%$7.5M$7.7M+$164.6K2026-10-19
Ashton Thomas Private Wealth, LLC
INCREASED65,99329,846+36,147+121%$3.4M$7.4M+$4.0M2026-11-03
Lighthouse Wealth Management Inc.
INCREASED63,17461,696+1,478+2%$7.0M$7.1M+$89.2K2026-10-13
Verdence Capital Advisors LLC
NEW62,874—+62,874——$7.0M—2026-10-26
Berkeley, Inc
INCREASED62,53961,771+768+1%$7.0M$7.0M+$9.8K2026-10-20
Burns Matteson Capital Management, LLC
INCREASED60,46459,522+942+2%$6.7M$6.8M+$32.0K2026-10-16
American National Bank of Texas
INCREASED58,92557,403+1,522+3%$6.5M$6.6M+$99.3K2026-10-07
PFG Advisors
INCREASED58,34854,368+3,980+7%$6.1M$6.5M+$377.5K2026-10-16
Wealth Enhancement Trust Services, Inc.
DECREASED57,25672,818-15,562-21%$8.2M$6.4M-$1.8M2026-10-07
First Security Investment Management, Inc.
DECREASED57,24160,827-3,586-6%$6.9M$6.4M-$475.3K2026-11-05
Spectrum Wealth Advisory Group, LLC
INCREASED56,11956,108+11+0%$6.3M$6.3M-$67.7K2026-10-29
Journey Advisory Group, LLC
DECREASED55,84158,778-2,937-5%$6.6M$6.2M-$400.2K2026-11-04
MGO One Seven LLC
INCREASED55,77755,670+107+0%$6.3M$6.2M-$56.4K2026-10-28
Mascagni Wealth Management, Inc.
INCREASED55,38854,169+1,219+2%$6.1M$6.2M+$69.5K2026-10-23
Independent Financial Group, LLC
DECREASED54,57155,142-571-1%$6.2M$6.1M-$131.5K2026-10-13
Principle Wealth Partners LLC
DECREASED52,83156,075-3,244-6%$6.3M$5.9M-$431.1K2026-11-02
Diversify Advisory Services, LLC
INCREASED52,31420,115+32,199+160%$2.3M$6.0M+$3.7M2026-10-20
Diversify Wealth Management, LLC
INCREASED52,31420,115+32,199+160%$2.3M$6.0M+$3.7M2026-10-20
Live Oak Investment Partners
INCREASED51,92451,820+104+0%$5.8M$5.8M-$52.1K2026-10-23
Thrivent Financial for Lutherans
DECREASED50,65351,114-461-1%$5.8M$5.7M-$115.0K2026-11-05
Prota Financial, LLC
INCREASED50,06449,037+1,027+2%$5.5M$5.7M+$131.9K2026-10-08
Wealthcare Advisory Partners LLC
INCREASED49,88548,013+1,872+4%$5.4M$5.6M+$150.0K2026-10-21
Carolina Wealth Management Inc
INCREASED48,19544,071+4,124+9%$5.0M$5.4M+$406.2K2026-10-29
Adamsbrown Wealth Consultants LLC
DECREASED45,85446,918-1,064-2%$5.3M$5.1M-$176.6K2026-10-20
Financial Partners Group, Inc
DECREASED42,54042,949-409-1%$4.8M$4.7M-$98.5K2026-10-19
Bfsg, LLC
INCREASED40,16339,243+920+2%$4.4M$4.5M+$54.4K2026-10-30
Signature Estate & Investment Advisors LLC
DECREASED39,83639,897-610%$4.5M$4.4M-$56.0K2026-10-13
Prairie Advisory, LLC
INCREASED39,23418,951+20,283+107%$2.1M$4.4M+$2.2M2026-10-19
Mann Financial Group, Inc.
DECREASED38,79648,238-9,442-20%$5.4M$4.3M-$1.1M2026-10-15
Vise Technologies, Inc.
INCREASED38,59811,747+26,851+229%$1.3M$4.3M+$3.0M2026-10-29
Equity Wealth Partners, LLC
INCREASED37,74137,723+18+0%$4.3M$4.2M-$44.4K2026-10-26
Family Capital Management, Inc.
INCREASED36,73836,675+63+0%$4.1M$4.1M-$38.1K2026-11-03
Corecam AG
DECREASED36,32036,640-320-1%$4.1M$4.1M-$80.8K2026-10-29
Sagace Wealth Management LLC
INCREASED35,53435,291+243+1%$4.0M$4.0M-$16.3K2026-10-28
Melone Private Wealth, LLC
INCREASED34,71833,416+1,302+4%$3.8M$3.9M+$104.3K2026-10-16
Parr Mcknight Wealth Management Group, LLC
INCREASED33,80733,784+23+0%$3.8M$3.8M-$39.0K2026-10-30
Biltmore Family Office, LLC
INCREASED33,27325,773+7,500+29%$2.9M$3.7M+$805.7K2026-11-03
WealthCare Investment Partners, LLC
DECREASED33,10038,997-5,897-15%$4.4M$3.7M-$706.3K2026-11-05
Lynx Capital Group LTD
INCREASED32,39432,393+10%$3.7M$3.6M-$39.8K2026-11-04
Central Trust Co
DECREASED30,58435,989-5,405-15%$4.1M$3.4M-$647.7K2026-11-05
J.W. Cole Advisors, Inc.
INCREASED30,52429,733+791+3%$3.4M$3.4M+$51.8K2026-11-05
Centerpoint Advisory Group
DECREASED30,36230,904-542-2%$3.5M$3.4M-$98.5K2026-10-23
Sovran Advisors, LLC
INCREASED27,17326,739+434+2%$3.1M$3.2M+$147.5K2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED26,98727,373-386-1%$3.1M$3.1M-$34.8K2026-10-13
Precedent Wealth Partners, LLC
DECREASED25,79752,484-26,687-51%$5.9M$2.9M-$3.0M2026-10-21
Solutions 4 Wealth, Ltd
INCREASED25,62622,223+3,403+15%$2.5M$2.9M+$352.7K2026-11-03
United Asset Strategies, Inc.
INCREASED24,64024,101+539+2%$2.7M$2.8M+$30.5K2026-10-28
Harbor Asset Planning, Inc.
INCREASED23,12223,111+11+0%$2.6M$2.6M-$26.9K2026-10-23
Wealth Advisory Team LLC
DECREASED22,52222,747-225-1%$2.6M$2.5M-$53.1K2026-11-05
Atlantic Edge Private Wealth Management, LLC
DECREASED22,11222,636-524-2%$2.6M$2.5M-$86.3K2026-10-20
Enzi Wealth
DECREASED22,06822,335-267-1%$2.5M$2.5M+$6.0K2026-10-14
Creative Financial Designs Inc
DECREASED21,22322,771-1,548-7%$2.6M$2.4M-$200.9K2026-11-04
Firestone Capital Management
UNCHANGED21,20721,20700%$2.4M$2.4M-$26.0K2026-11-03
Milestone Investment Advisors LLC
DECREASED20,98924,926-3,937-16%$2.8M$2.3M-$470.3K2026-11-05
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED20,00021,000-1,000-5%$2.4M$2.2M-$137.5K2026-10-22
Kingswood Wealth Advisors, LLC
INCREASED19,74118,970+771+4%$2.1M$2.2M+$62.7K2026-10-23
Creative Planning
INCREASED19,47317,785+1,688+9%$2.0M$2.2M+$166.6K2026-11-02
Redhawk Wealth Advisors, Inc.
DECREASED19,38825,164-5,776-23%$2.8M$2.2M-$675.8K2026-10-14
Brown Miller Wealth Management, LLC
INCREASED18,41716,654+1,763+11%$1.9M$2.1M+$176.3K2026-11-02
Dorval Corp
DECREASED18,33619,174-838-4%$2.2M$2.0M-$117.1K2026-10-29
Connecticut Capital Management Group, LLC
DECREASED18,04318,437-394-2%$2.1M$2.0M-$66.6K2026-10-29
BNB Wealth Management, LLC
INCREASED17,93717,023+914+5%$1.9M$2.0M+$81.0K2026-10-28
Penobscot Wealth Management
INCREASED16,92816,518+410+2%$1.9M$1.9M+$25.5K2026-10-21
WPG Advisers, LLC
INCREASED16,86816,098+770+5%$1.8M$1.9M+$66.2K2026-10-27
Dahring | Cusmano LLC
DECREASED15,19433,169-17,975-54%$3.7M$1.7M-$2.0M2026-11-03
Wagner Wealth Management, Corp
INCREASED15,02013,836+1,184+9%$1.6M$1.7M+$115.2K2026-10-20
Glass Jacobson Investment Advisors llc
DECREASED14,66515,326-661-4%$1.7M$1.6M-$92.6K2026-10-26
Roman Butler Fullerton & Co
INCREASED14,25314,168+85+1%$1.6M$1.6M+$36.6K2026-10-27
Harbor Investment Advisory, LLC
DECREASED14,24914,725-476-3%$1.7M$1.6M-$71.3K2026-10-13
Family Investment Center, Inc.
DECREASED13,41015,301-1,891-12%$1.7M$1.5M-$229.9K2026-10-19
Stewardship Concepts Financial Services LLC
INCREASED13,07612,044+1,032+9%$1.4M$1.5M+$100.4K2026-10-06
Truist Financial Corp
DECREASED12,84713,119-272-2%$1.5M$1.4M-$46.5K2026-10-30
Visionary Wealth Advisors
INCREASED12,60612,147+459+4%$1.4M$1.4M+$36.3K2026-11-04
Golden State Wealth Management, LLC
INCREASED12,08511,284+801+7%$1.3M$1.3M+$75.5K2026-11-02
Fortune Financial Group, Inc.
INCREASED11,88710,983+904+8%$1.2M$1.3M+$87.4K2026-10-22
J2 Capital Management Inc
NEW10,708—+10,708——$1.2M—2026-10-19
Park Avenue Securities LLC
DECREASED10,48210,524-420%$1.2M$1.2M-$18.0K2026-10-26
Ayalon Insurance Comp Ltd.
UNCHANGED10,08010,08000%$1.1K$1.1K-$132026-10-08
Opulen Financial Group LLC
DECREASED10,06310,507-444-4%$1.2M$1.1M-$62.5K2026-10-22
Ceera Investments, LLC
NEW9,801—+9,801——$1.1M—2026-11-02
Advisory Solutions Group, LLC
NEW9,617—+9,617——$1.1M—2026-10-14
Cypress Capital Group
INCREASED9,5957,990+1,605+20%$901.9K$1.1M+$169.4K2026-11-03
Elwood & Goetz Wealth Advisory Group, LLC
NEW9,452—+9,452——$1.1M—2026-10-28
Wingate Wealth Advisors, Inc.
INCREASED8,7557,987+768+10%$901.6K$977.5K+$75.9K2026-10-26
Southland Equity Partners LLC
INCREASED8,6078,015+592+7%$904.7K$961.0K+$56.2K2026-10-14
Fifth Third Bancorp
DECREASED8,4188,684-266-3%$980.3K$939.9K-$40.4K2026-11-05
Breakwater Capital Group
DECREASED8,2128,305-93-1%$937.5K$916.8K-$20.6K2026-10-09
Nations Financial Group Inc,
INCREASED8,1987,009+1,189+17%$791.2K$915.3K+$124.1K2026-11-05
Sigma Planning Corp
DECREASED8,18931,423-23,234-74%$3.5M$913.1K-$2.6M2026-10-23
Csenge Advisory Group
DECREASED8,1178,184-67-1%$923.8K$906.3K-$17.5K2026-11-04
UMB Private Wealth Management, LLC
NEW7,918—+7,918——$884.0K—2026-10-19
TrueWealth Advisors, LLC
INCREASED7,2145,199+2,015+39%$586.9K$805.4K+$218.6K2026-10-09
Brookstone Capital Management
INCREASED7,1006,398+702+11%$722.2K$792.7K+$70.5K2026-10-22
Pacific Center for Financial Services
UNCHANGED6,9896,98900%$788.9K$780.4K-$8.5K2026-10-15
Key Client Fiduciary Advisors, LLC
INCREASED6,8746,690+184+3%$755.2K$767.5K+$12.3K2026-10-19
Moneco Advisors, LLC
INCREASED6,7186,545+173+3%$738.8K$750.0K+$11.2K2026-11-05
Dynamic Advisor Solutions LLC
INCREASED6,4956,187+308+5%$698.4K$725.2K+$26.8K2026-10-13
JFS Wealth Advisors, LLC
UNCHANGED6,2006,20000%$699.9K$692.2K-$7.6K2026-11-03
Pearl Planning LLC
DECREASED6,1316,907-776-11%$779.7K$684.5K-$95.2K2026-10-13
IFS Advisors, LLC
NEW6,013—+6,013——$671.4K—2026-10-14
HRC Wealth Management, LLC
INCREASED5,9955,947+48+1%$671.3K$669.4K-$1.9K2026-10-16
Cullen T Bankers, Inc.
INCREASED5,9463,248+2,698+83%$366.6K$663.8K+$297.2K2026-10-28
Meridian Financial Advisors, LLC
DECREASED5,6805,898-218-4%$665.7K$634.1K-$31.6K2026-10-14
Whitaker-Myers Wealth Managers, Ltd.
DECREASED5,4665,718-252-4%$645.5K$610.3K-$35.2K2026-10-09
Omni 360 Wealth, Inc.
INCREASED5,3274,137+1,190+29%$467.0K$594.8K+$127.9K2026-10-13
Secure Asset Management, LLC
DECREASED5,2845,888-604-10%$664.7K$589.9K-$74.7K2026-10-19
Syntegra Private Wealth Group, LLC
DECREASED5,2225,228-60%$590.2K$583.0K-$7.2K2026-10-13
Prime Capital Investment Advisors, LLC
INCREASED5,1004,945+155+3%$558.2K$569.4K+$11.2K2026-10-20
Rossby Financial, LCC
DECREASED5,0245,281-257-5%$596.1K$560.9K-$35.2K2026-11-05
Wedbush Securities Inc
DECREASED5,0005,487-487-9%$619.0K$558-$618.4K2026-10-22
Ethos Capital Management, Inc.
DECREASED4,9985,765-767-13%$650.7K$558.0K-$92.7K2026-11-03
CWC Advisors, Llc.
INCREASED4,6004,559+41+1%$514.6K$513.6K-$1.0K2026-10-15
Krilogy Financial LLC
DECREASED4,5934,821-228-5%$544.2K$524.5K-$19.7K2026-10-13
Tempus Wealth Planning, LLC
UNCHANGED4,5004,50000%$508.0K$502.4K-$5.5K2026-10-14
Eastern Bank
DECREASED4,3964,999-603-12%$564.3K$490.8K-$73.5K2026-10-05
LongView Wealth Management
INCREASED4,3414,335+6+0%$489.4K$484.7K-$4.7K2026-10-19
MCF Advisors LLC
INCREASED4,2854,280+5+0%$483.1K$478.4K-$4.7K2026-10-28
Investmark Advisory Group LLC
UNCHANGED4,2754,27500%$482.6K$477.3K-$5.3K2026-10-27
Nfsg Corp
UNCHANGED4,2154,21500%$475.8K$470.6K-$5.2K2026-10-15
BAM Wealth Management, LLC
INCREASED4,2134,169+44+1%$470.6K$470.4K-$2162026-10-15
RFG Advisory, LLC
DECREASED4,1225,468-1,346-25%$617.3K$460.2K-$157.1K2026-11-03
Signal Advisors Wealth, LLC
DECREASED4,0204,220-200-5%$476.4K$448.9K-$27.5K2026-10-13
JBR Co Financial Management Inc
UNCHANGED4,0124,01200%$452.9K$452.5K-$3622026-10-13
Fairway Financial, LLC
DECREASED3,9997,913-3,914-49%$893.3K$446.5K-$446.7K2026-10-20
Hengehold Capital Management LLC
DECREASED3,9586,301-2,343-37%$711.3K$441.9K-$269.4K2026-10-16
Tableaux LLC
UNCHANGED3,8313,83100%$432.4K$427.7K-$4.7K2026-10-23
Simon Quick Advisors, LLC
INCREASED3,8073,802+5+0%$429.2K$425.1K-$4.1K2026-10-26
Kraft, Davis & Associates, LLC
UNCHANGED3,7333,73300%$418.4K$428.4K+$10.0K2026-10-21
Narus Financial Partners, LLC
DECREASED3,7125,034-1,322-26%$568.2K$414.5K-$153.8K2026-10-19
Simplicity Wealth,LLC
INCREASED3,5163,193+323+10%$360.4K$392.6K+$32.2K2026-10-23
Redwood Financial Network Corp
DECREASED3,4484,085-637-16%$461.1K$385.0K-$76.1K2026-11-03
Evolution Wealth Management Inc.
UNCHANGED3,1433,14300%$354.8K$350.9K-$3.9K2026-10-28
Prospera Financial Services Inc
NEW3,109—+3,109——$366.3K—2026-11-04
Marathon Capital Management
INCREASED3,1042,131+973+46%$240.5K$346.6K+$106.0K2026-10-23
Ullmann Wealth Partners Group, LLC
DECREASED3,0243,450-426-12%$389.5K$337.6K-$51.9K2026-11-02
Schwallier Wealth Management LLC
DECREASED3,0103,751-741-20%$423.5K$336.1K-$87.4K2026-11-05
Private Trust Co NA
INCREASED2,7922,240+552+25%$252.9K$311.7K+$58.9K2026-10-20
Integrity Advisory Solutions, LLC
UNCHANGED2,5642,56400%$289.4K$286.3K-$3.2K2026-10-29
Willner & Heller, LLC
DECREASED2,4813,502-1,021-29%$395.4K$277.1K-$118.3K2026-10-28
IFP Advisors, Inc
UNCHANGED2,4362,43600%$275.0K$272.0K-$3.0K2026-10-16
Annex Advisory Services, LLC
DECREASED2,3542,664-310-12%$300.8K$262.8K-$38.0K2026-10-16
Clear Creek Financial Management, LLC
DECREASED2,3393,501-1,162-33%$395.2K$261.1K-$134.0K2026-10-28
Elm3 Financial Group, LLC
INCREASED2,2812,266+15+1%$255.8K$254.7K-$1.1K2026-10-07
Capstone Capital LLC
UNCHANGED2,1302,13000%$240.4K$237.8K-$2.6K2026-10-14
Guyasuta Investment Advisors Inc
UNCHANGED2,1082,10800%$238.0K$235.4K-$2.6K2026-10-15
Global Assets Advisory, LLC
INCREASED2,0782,045+33+2%$231.6K$238.7K+$7.0K2026-10-28
Northwest Financial Advisors
INCREASED2,0562,055+1+0%$232.0K$229.5K-$2.5K2026-10-27
Purewater Capital LLC
UNCHANGED2,0552,05500%$231.9K$229.4K-$2.5K2026-10-23
Cassaday & Co Wealth Management LLC
INCREASED2,0292,000+29+1%$225.8K$226.5K+$7782026-10-27
Perigon Wealth Management, LLC
DECREASED2,0092,211-202-9%$249.6K$224.3K-$25.3K2026-10-22
Oppenheimer & Co Inc
NEW1,964—+1,964——$219.3K—2026-10-26
Compass Ion Advisors, LLC
DECREASED1,9201,973-53-3%$222.7K$214.4K-$8.3K2026-10-23
Edgemoor Investment Advisors, Inc.
UNCHANGED1,8861,88600%$212.9K$210.6K-$2.3K2026-11-03
Flagship Harbor Advisors, LLC
NEW1,864—+1,864——$208.1K—2026-10-26
Mission Financial Group, LLC
DECREASED1,8102,982-1,172-39%$336.6K$202.1K-$134.5K2026-10-21
GGM Financial LLC
INCREASED1,7161,715+1+0%$193.6K$191.6K-$2.1K2026-11-05
Richards, Merrill & Peterson, Inc.
UNCHANGED1,6041,60400%$181.1K$179.1K-$2.0K2026-10-19
US Bancorp \de\
DECREASED1,3631,549-186-12%$174.9K$152.2K-$22.7K2026-11-05
Pinnacle Bancorp, Inc.
UNCHANGED1,2501,25000%$141.1K$139.6K-$1.5K2026-10-21
Sarver Vrooman Wealth Advisors
INCREASED1,2031,166+37+3%$132.9K$134.3K+$1.4K2026-10-01
Hazlett, Burt & Watson, Inc.
INCREASED1,119851+268+31%$18.1K$38.1K+$20.0K2026-11-04
Hughes Financial Services, LLC
UNCHANGED1,0641,06400%$120.1K$126.1K+$6.0K2026-10-30
MidAtlantic Capital Management, Inc.
NEW753—+753——$84.1K—2026-11-05
Financial Network Wealth Advisors LLC
UNCHANGED68368300%$77.1K$76.3K-$8402026-10-28
Assetmark, Inc
INCREASED619134+485+362%$15.1K$69.1K+$53.9K2026-10-21
Root Financial Partners, LLC
NEW433—+433——$48.3K—2026-10-21
Cape Investment Advisory, Inc.
INCREASED356337+19+6%$38.0K$39.7K+$1.7K2026-10-13
Mosley Wealth Management
DECREASED353372-19-5%$41.9K$40.6K-$1.3K2026-10-16
Pinnacle Wealth Planning Services, Inc.
NEW337—+337——$37.6K—2026-10-27
Westside Investment Management, Inc.
UNCHANGED30030000%$33.9K$34.0K+$1412026-11-02
Capital Advisors, Ltd. LLC
UNCHANGED27727700%$31$31.0K+$31.0K2026-10-27
Larson Financial Group LLC
UNCHANGED25225200%$28.4K$28.1K-$3102026-11-05
Heritage Family Offices, LLP
NEW242—+242——$27.0K—2026-11-02
Coastline Trust Co
UNCHANGED23423400%$26.4K$26.1K-$2882026-10-01
Valley National Advisers Inc
UNCHANGED20020000%$22.6K$22.4K-$2462026-10-23
Tsfg, LLC
UNCHANGED20020000%$23$22-$12026-10-23
CoreCap Advisors, LLC
INCREASED12530+95+317%$3.4K$14.0K+$10.6K2026-10-08
Lanark Financial, Inc.
UNCHANGED11611600%$13.1K$13.0K-$1432026-10-26
Register Financial Advisors LLC
INCREASED10922+87+395%$2.5K$12.2K+$9.7K2026-10-23
Allspring Global Investments Holdings, LLC
UNCHANGED959500%$10.8K$10.8K+$202026-11-04
CX Institutional
UNCHANGED878700%$10$10$02026-10-02
Ashton Thomas Securities, LLC
NEW66—+66——$7.4K—2026-10-26
Signaturefd, LLC
UNCHANGED565600%$6.3K$6.3K-$692026-10-23
Wagner Wealth Management, LLC
UNCHANGED555500%$6.2K$6.1K-$672026-10-21
SYM Financial Corp
UNCHANGED434300%$4.9K$4.8K-$532026-10-26
Noble Wealth Management PBC
UNCHANGED373700%$4.2K$4.1K-$462026-10-01
Pension & Wealth Management Advisors, Inc.
UNCHANGED313100%$3.5K$3.5K-$332026-10-16
Wilkerson Advisory Group LLC
UNCHANGED242400%$2.7K$2.7K-$292026-10-20
Latitude Advisors, LLC
NEW20—+20——$2.2K—2026-10-27
Decker Retirement Planning Inc.
NEW14—+14——$1.6K—2026-10-19
Markowski Investments
UNCHANGED9900%$1.0K$1.0K-$112026-10-30
Trust Co
UNCHANGED9900%$960$949-$112026-10-09
Signature Equity Partners, LLC
UNCHANGED4400%$452$447-$52026-10-29
KMG Fiduciary Partners, LLC
CLOSED010,292-10,292-100%$1.2M$0-$1.2M2026-10-14
Y-Intercept (Hong Kong) Ltd
CLOSED05,090-5,090-100%$574.6K$0-$574.6K2026-10-16
Retireful, LLC
CLOSED03,486-3,486-100%$394.6K$0-$394.6K2026-10-09
StoneX Group Inc.
CLOSED02,283-2,283-100%$250.7K$0-$250.7K2026-11-03
Snider Financial Group
CLOSED02,196-2,196-100%$247.8K$0-$247.8K2026-10-16
Concurrent Investment Advisors, LLC
CLOSED02,156-2,156-100%$243.3K$0-$243.3K2026-10-16
International Assets Investment Management, LLC
CLOSED0875-875-100%$98.7K$0-$98.7K2026-11-02
AdvisorNet Financial, Inc
CLOSED0380-380-100%$42.9K$0-$42.9K2026-10-15
Farmers & Merchants Investments Inc
CLOSED0255-255-100%$28.8K$0-$28.8K2026-10-22
Salem Investment Counselors Inc
CLOSED0136-136-100%$15.4K$0-$15.4K2026-10-13
Blue Trust, Inc.
CLOSED058-58-100%$6.5K$0-$6.5K2026-10-15
Manchester Capital Management LLC
CLOSED033-33-100%$3.7K$0-$3.7K2026-10-22
Roxbury Financial LLC
CLOSED04-4-100%$505$0-$5052026-10-01
LPL Financial LLC
N/A—4,069,723-4,069,723-100%$459.4M———
Morgan Stanley
N/A—2,453,754-2,453,754-100%$277.0M———
Cetera Investment Advisers
N/A—1,395,285-1,395,285-100%$157.5M———
Northwestern Mutual Wealth Management Co
N/A—1,209,723-1,209,723-100%$136.6M———
Jones Financial Companies Lllp
N/A—1,083,543-1,083,543-100%$120.9M———
Ameriprise Financial Inc
N/A—1,065,755-1,065,755-100%$120.3M———
Raymond James Financial Inc
N/A—821,987-821,987-100%$92.8M———
Bank of America Corp
N/A—641,349-641,349-100%$72.4M———
Wells Fargo & Company
N/A—588,075-588,075-100%$66.4M———
Waverly Advisors, LLC
N/A—469,902-469,902-100%$53.0M———
Osaic Holdings, Inc.
N/A—431,036-431,036-100%$48.7M———
Focus Partners Wealth
N/A—420,269-420,269-100%$47.4M———
Straightline Group LLC
N/A—370,591-370,591-100%$41.8M———
NewEdge Advisors, LLC
N/A—364,659-364,659-100%$41.2M———
UMB Bank, n.a.
N/A—321,520-321,520-100%$36.3M———
Royal Bank of Canada
N/A—282,592-282,592-100%$31.9M———
Atlantic Union Bankshares Corp
N/A—266,013-266,013-100%$30.0M———
Bluespring Wealth Management, LLC
N/A—255,789-255,789-100%$28.9M———
HighTower Advisors, LLC
N/A—245,023-245,023-100%$27.7M———
Private Advisor Group, LLC
N/A—219,845-219,845-100%$24.8M———
Envestnet Asset Management Inc
N/A—211,860-211,860-100%$23.9M———
UBS Group AG
N/A—177,006-177,006-100%$20.0M———
Wealthspire Retirement, LLC
N/A—161,859-161,859-100%$18.3M———
Stifel Financial Corp
N/A—159,000-159,000-100%$17.9M———
WCG Wealth Advisors LLC
N/A—149,538-149,538-100%$16.9M———
MML Investors Services, LLC
N/A—146,705-146,705-100%$16.6M———
Bleakley Financial Group, LLC
N/A—140,808-140,808-100%$15.9M———
Everest Financial Group LLC
N/A—131,701-131,701-100%$14.9M———
Traction Financial Partners, LLC
N/A—130,921-130,921-100%$14.8M———
PCG Wealth Advisors, LLC
N/A—126,842-126,842-100%$14.3M———
&partners
N/A—118,745-118,745-100%$13.5M———
Merit Financial Group, LLC
N/A—114,881-114,881-100%$13.0M———
Wescap Management Group, Inc.
N/A—110,864-110,864-100%$12.5M———
Liberty Square Wealth Partners LLC
N/A—100,810-100,810-100%$11.4M———
Integrated Wealth Concepts LLC
N/A—99,569-99,569-100%$11.2M———
Marshall Investment Management, LLC
N/A—95,805-95,805-100%$10.8M———
Equitable Holdings, Inc.
N/A—91,236-91,236-100%$10.3M———
Harbour Investments, Inc.
N/A—91,194-91,194-100%$10.3M———
Janney Montgomery Scott LLC
N/A—90,930-90,930-100%$10.3M———
Thoroughbred Financial Services, LLC
N/A—89,533-89,533-100%$10.1M———
Investors Portfolio Services LLC
N/A—79,879-79,879-100%$9.0M———
Gotham Asset Management, LLC
N/A—79,486-79,486-100%$9.0M———
HighPoint Advisor Group LLC
N/A—79,238-79,238-100%$8.9M———
Mariner, LLC
N/A—76,511-76,511-100%$8.6M———
Trivium Point Advisory, LLC
N/A—76,238-76,238-100%$8.6M———
Denver Wealth Management, Inc.
N/A—75,628-75,628-100%$8.5M———
NewEdge Wealth, LLC
N/A—72,224-72,224-100%$8.2M———
IHT Wealth Management, LLC
N/A—68,586-68,586-100%$7.7M———
Stratos Wealth Partners, Ltd.
N/A—60,450-60,450-100%$6.8M———
Modern Wealth Management, LLC
N/A—56,580-56,580-100%$6.4M———
Natixis Advisors, LLC
N/A—55,440-55,440-100%$6.3M———
Perennial Investment Advisors, LLC
N/A—54,060-54,060-100%$6.1M———
Aspen Wealth Strategies, LLC
N/A—53,417-53,417-100%$6.0M———
Forge Financial Services LLC
N/A—53,091-53,091-100%$6.0M———
World Investment Advisors
N/A—51,616-51,616-100%$5.3M———
MAI Capital Management
N/A—48,326-48,326-100%$5.5M———
Silver Coast Investments LLC
N/A—46,706-46,706-100%$5.3M———
Concentrum Wealth Management
N/A—45,353-45,353-100%$5.1M———
Fiduciary Financial Advisors
N/A—36,720-36,720-100%$4.1M———
Kingsview Wealth Management, LLC
N/A—35,671-35,671-100%$4.0M———
Federation des caisses Desjardins du Quebec
N/A—35,500-35,500-100%$4.0M———
New Insight Wealth Advisors
N/A—34,786-34,786-100%$3.9M———
Venturi Wealth Management, LLC
N/A—34,426-34,426-100%$3.9M———
Vista Cima Wealth Management LLC
N/A—34,417-34,417-100%$3.9M———
Mason & Associates Inc
N/A—33,957-33,957-100%$3.8M———
Duncan Williams Asset Management, LLC
N/A—33,834-33,834-100%$3.8M———
PSI Advisors, LLC
N/A—33,437-33,437-100%$3.8M———
PlanVest Financial, Inc
N/A—33,307-33,307-100%$3.8M———
Great Valley Advisor Group, Inc.
N/A—31,888-31,888-100%$3.6M———
Bellars Harris Wealth Management, LLC
N/A—31,835-31,835-100%$3.6M———
Cassady Wealth & Retirement Planning, LLC
N/A—30,315-30,315-100%$3.4M———
Western Wealth Management, LLC
N/A—29,215-29,215-100%$3.3M———
Steelhead Wealth Management LLC
N/A—27,760-27,760-100%$3.1M———
Rockefeller Capital Management L.P.
N/A—26,192-26,192-100%$3.0M———
Marshall Financial Group, LLC
N/A—24,734-24,734-100%$2.8M———
Horizon Family Wealth, Inc.
N/A—23,610-23,610-100%$2.7M———
Wiser Advisor Group LLC
N/A—22,938-22,938-100%$2.6M———
Aptus Capital Advisors, LLC
N/A—22,747-22,747-100%$2.6M———
Advisory Services Network, LLC
N/A—22,322-22,322-100%$2.5M———
BNP Paribas Financial Markets
N/A—20,000-20,000-100%$2.3M———
Principal Securities, Inc.
N/A—18,861-18,861-100%$2.1M———
Independent Advisor Alliance
N/A—18,830-18,830-100%$2.1M———
OneDigital Investment Advisors LLC
N/A—18,689-18,689-100%$2.1M———
Steward Partners Investment Advisory, LLC
N/A—17,942-17,942-100%$2.0M———
Mercer Global Advisors Inc
N/A—17,483-17,483-100%$2.0M———
CreativeOne Wealth, LLC
N/A—17,121-17,121-100%$1.9M———
Regal Investment Advisors LLC
N/A—16,988-16,988-100%$1.9M———
Flow Traders U.S. LLC
N/A—16,018-16,018-100%$1.8M———
GeoWealth Management, LLC
N/A—15,640-15,640-100%$1.8M———
Envestnet Portfolio Solutions, Inc.
N/A—14,613-14,613-100%$1.6M———
Brown Brothers Harriman & Co
N/A—14,044-14,044-100%$1.6M———
Legacy Financial Advisors, Inc.
N/A—13,106-13,106-100%$1.5M———
Westfuller Advisors, LLC
N/A—12,729-12,729-100%$1.4M———
Forum Private Client Group LLC
N/A—12,560-12,560-100%$1.4M———
Evergreen Wealth Partners LLC
N/A—12,339-12,339-100%$1.4M———
Centaurus Financial, Inc.
N/A—12,186-12,186-100%$1.4M———
Level Four Advisory Services, LLC
N/A—12,051-12,051-100%$1.4M———
Silver OAK Securities, Incorporated
N/A—11,868-11,868-100%$1.3M———
TAGStone Capital, Inc.
N/A—11,580-11,580-100%$1.3M———
Pacific SUN Financial Corp
N/A—11,162-11,162-100%$1.3M———
FMR LLC
N/A—10,604-10,604-100%$1.2M———
IFG Advisory, LLC
N/A—10,494-10,494-100%$1.2M———
TD Capital Management LLC
N/A—10,400-10,400-100%$1.2M———
Ameritas Advisory Services, LLC
N/A—10,346-10,346-100%$1.2M———
Global Retirement Partners, LLC
N/A—10,295-10,295-100%$1.2M———
Leavell Investment Management, Inc.
N/A—9,994-9,994-100%$1.1M———
Mutual Advisors, LLC
N/A—9,355-9,355-100%$1.1M———
Susquehanna International Group, LLP
N/A—8,442-8,442-100%$952.9K———
Dana Investment Advisors, Inc.
N/A—8,362-8,362-100%$943.9K———
Symphony Financial Services, Inc.
N/A—8,340-8,340-100%$941.4K———
Nalls Sherbakoff Group, LLC
N/A—8,226-8,226-100%$928.5K———
PFG Investments, LLC
N/A—7,772-7,772-100%$877.3K———
Clearstead Advisors, LLC
N/A—7,757-7,757-100%$875.6K———
GWN Securities Inc.
N/A—7,328-7,328-100%$827.2K———
Baird Financial Group, Inc.
N/A—7,179-7,179-100%$810.4K———
Reliant Investment Partners, LLC
N/A—7,164-7,164-100%$808.7K———
Arkadios Wealth Advisors
N/A—7,053-7,053-100%$796.2K———
Focus Partners Advisor Solutions, LLC
N/A—6,863-6,863-100%$774.8K———
Madison Wealth Partners, Inc
N/A—6,687-6,687-100%$754.8K———
Hansen & Associates Financial Group, Inc.
N/A—6,251-6,251-100%$716.8K———
Berger Financial Group, Inc
N/A—6,005-6,005-100%$677.8K———
Summit Financial, LLC
N/A—5,689-5,689-100%$642.2K———
Money Concepts Capital Corp
N/A—5,327-5,327-100%$601.3K———
Cary Street Partners Financial LLC
N/A—5,027-5,027-100%$567.4K———
Hilltop Holdings Inc.
N/A—4,920-4,920-100%$555.4K———
Brown Advisory Inc
N/A—4,914-4,914-100%$554.7K———
Gladstone Institutional Advisory LLC
N/A—4,791-4,791-100%$540.8K———
Kovack Advisors, Inc.
N/A—4,754-4,754-100%$536.4K———
Hancock Whitney Corp
N/A—4,505-4,505-100%$508.5K———
Twin Peaks Wealth Advisors, LLC
N/A—4,484-4,484-100%$506.2K———
Bank of Marin
N/A—4,377-4,377-100%$494.1K———
Nuveen, LLC
N/A—4,232-4,232-100%$477.7K———
Advyzon Investment Management, LLC
N/A—4,218-4,218-100%$476.1K———
Johnson Investment Counsel Inc
N/A—3,994-3,994-100%$450.8K———
Goldman Sachs Group Inc
N/A—3,745-3,745-100%$422.7K———
Moneta Group Investment Advisors LLC
N/A—3,672-3,672-100%$414.5K———
Sound View Wealth Advisors Group, LLC
N/A—3,542-3,542-100%$399.8K———
Alaska Wealth Advisors, LLC
N/A—3,399-3,399-100%$383.7K———
Betterment LLC
N/A—3,372-3,372-100%$381.0K———
Benjamin Edwards Inc
N/A—3,302-3,302-100%$372.7K———
Stonebridge Financial Group, LLC / MO
N/A—3,282-3,282-100%$370.5K———
Capital Analysts, LLC
N/A—3,110-3,110-100%$351.0K———
Adapt Wealth Advisors, LLC
N/A—3,095-3,095-100%$349.4K———
SageView Advisory Group, LLC
N/A—3,064-3,064-100%$345.9K———
Advisory Alpha, LLC
N/A—2,991-2,991-100%$337.8K———
OneAscent Wealth Management LLC
N/A—2,970-2,970-100%$335.3K———
Nwam LLC
N/A—2,959-2,959-100%$334.0K———
Sanctuary Advisors, LLC
N/A—2,887-2,887-100%$325.9K———
AE Wealth Management LLC
N/A—2,863-2,863-100%$323.2K———
Jaffetilchin Investment Partners, LLC
N/A—2,840-2,840-100%$320.6K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—2,781-2,781-100%$313.9K———
Connors Investor Services Inc
N/A—2,772-2,772-100%$312.9K———
JPMorgan Chase & Co
N/A—2,759-2,759-100%$308.7K———
Orion Porfolio Solutions, LLC
N/A—2,759-2,759-100%$311.5K———
M&T Bank Corp
N/A—2,664-2,664-100%$300.7K———
Bedel Financial Consulting, Inc.
N/A—2,535-2,535-100%$286.2K———
Sequoia Financial Advisors, LLC
N/A—2,462-2,462-100%$278.0K———
CIBC Bancorp USA Inc.
N/A—2,438-2,438-100%$275.2K———
Wimmer Associates 1, LLC
N/A—2,435-2,435-100%$274.9K———
Trustmark Bank Trust Department
N/A—2,362-2,362-100%$266.6K———
Nikulski Financial, Inc.
N/A—2,308-2,308-100%$260.5K———
Schrum Private Wealth Management LLC
N/A—2,300-2,300-100%$223.2K———
Greenline Wealth Management LLC
N/A—2,274-2,274-100%$256.6K———
OneAscent Family Office, LLC
N/A—2,257-2,257-100%$254.8K———
Axis Wealth Partners, LLC
N/A—2,147-2,147-100%$242.3K———
Pinnacle Financial Partners, Inc.
N/A—2,146-2,146-100%$242.3K———
Compass Financial Services Inc
N/A—2,144-2,144-100%$242.1K———
Spartan Wealth Advisory Services LLC
N/A—2,112-2,112-100%$238.4K———
Zacks Investment Management
N/A—2,102-2,102-100%$237.4K———
Trexquant Investment LP
N/A—2,065-2,065-100%$233.1K———
Vestmark Advisory Solutions, Inc.
N/A—2,014-2,014-100%$227.3K———
Geneos Wealth Management Inc.
N/A—1,982-1,982-100%$223.8K———
Quantinno Capital Management LP
N/A—1,964-1,964-100%$221.7K———
Two Sigma Securities, LLC
N/A—1,932-1,932-100%$218.1K———
Snowden Capital Advisors LLC
N/A—1,909-1,909-100%$215.5K———
Continuum Advisory, LLC
N/A—1,905-1,905-100%$215.0K———
Mpwm Advisory Solutions, LLC
N/A—1,904-1,904-100%$214.9K———
Fortress Private Ledger, LLC
N/A—1,873-1,873-100%$211.4K———
Arax Advisory Partners
N/A—1,869-1,869-100%$210.9K———
Synergy Investment Management, LLC
N/A—1,806-1,806-100%$203.8K———
Bogart Wealth, LLC
N/A—1,157-1,157-100%$130.5K———
Allworth Financial LP
N/A—1,126-1,126-100%$127.1K———
Millstone Evans Group, LLC
N/A—1,115-1,115-100%$125.9K———
Russell Investments Group, Ltd.
N/A—1,086-1,086-100%$122.6K———
Glenmede Trust Co NA
N/A—800-800-100%$90.3K———
HHM Wealth Advisors, LLC
N/A—797-797-100%$90.0K———
Dunhill Financial, LLC
N/A—757-757-100%$85.5K———
Quent Capital, LLC
N/A—744-744-100%$84.0K———
PNC Financial Services Group, Inc.
N/A—578-578-100%$65.2K———
Bessemer Group Inc
N/A—475-475-100%$54.0K———
Financial Gravity Companies, Inc.
N/A—465-465-100%$52.5K———
SHP Wealth Management
N/A—324-324-100%$36.6K———
Institute for Wealth Management, Llc.
N/A—315-315-100%$35.6K———
UBS Asset Management Americas LLC
N/A—304-304-100%$34.3K———
Whittier Trust Co
N/A—276-276-100%$31.6K———
LRI Investments, LLC
N/A—209-209-100%$23.6K———
Clearstead Trust, LLC
N/A—208-208-100%$23.5K———
Tanglewood Legacy Advisors, LLC
N/A—200-200-100%$22.6K———
Caitlin John, LLC
N/A—171-171-100%$19.3K———
Glen Eagle Advisors, LLC
N/A—110-110-100%$12.4K———
BFC Planning, Inc.
N/A—96-96-100%$10.9K———
Cheviot Value Management, LLC
N/A—68-68-100%$7.7K———
Ameriflex Group, Inc.
N/A—57-57-100%$6.4K———
Ancora Advisors LLCA
N/A—55-55-100%$6.2K———
Winch Advisory Services, LLC
N/A—54-54-100%$6.1K———
National Bank of Canada
N/A—51-51-100%$5.8K———
Anchor Investment Management, LLC
N/A—40-40-100%$4.5K———
Smartleaf Asset Management LLC
N/A—37-37-100%$4.1K———
Vanguard Advisers Inc
N/A—24-24-100%$2.7K———
Hantz Financial Services, Inc.
N/A—23-23-100%$3———
Tower Research Capital LLC (TRC)
N/A—1-1-100%$113———
O'shaughnessy Asset Management, LLC
N/A—1-1-100%$113———
Showing 451 of 451 institutions