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Invesco S&P 500 Momentum ETF (SPMO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares8,210,873 from 7,669,460
Change+541,413 (+7%)
Value$1.2B (+$5.7M)
Filed 2026-11-06
Vantagepoint Investment Advisers LLC
INCREASED
Shares2,332,531 from 2,230,110
Change+102,421 (+5%)
Value$353.6M (-$6.7M)
Filed 2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares1,386,028 from 1,343,836
Change+42,192 (+3%)
Value$210.1M (-$7.0M)
Filed 2026-11-02
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares787,429 from 869,180
Change-81,751 (-9%)
Value$119.4M (-$21.0M)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares677,293 from 429,242
Change+248,051 (+58%)
Value$102.2M (+$36.2M)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares505,729 from 631,935
Change-126,206 (-20%)
Value$76.7M (-$25.4M)
Filed 2026-11-02
Alpine Bank Wealth Management
INCREASED
Shares498,031 from 490,988
Change+7,043 (+1%)
Value$75.5M (-$3.8M)
Filed 2026-10-16
TD Private Client Wealth LLC
INCREASED
Shares382,186 from 348,450
Change+33,736 (+10%)
Value$57.9M (+$1.6M)
Filed 2026-10-28
Thrivent Financial for Lutherans
DECREASED
Shares364,465 from 546,617
Change-182,152 (-33%)
Value$55.3M (-$33.0M)
Filed 2026-11-05
Triton Wealth Management, Pllc
INCREASED
Shares358,507 from 328,079
Change+30,428 (+9%)
Value$47.8M (-$1.6M)
Filed 2026-11-04
Trilogy Capital Inc.
INCREASED
Shares327,977 from 133,625
Change+194,352 (+145%)
Value$49.7M (+$28.1M)
Filed 2026-10-20
Timothy G. Youngquist 2020 Irrevocable Trust
NEW
Shares308,747
Change+308,747
Value$46.8M
Filed 2026-10-13
RVW Wealth, LLC
INCREASED
Shares272,587 from 259,247
Change+13,340 (+5%)
Value$41.3M (-$560.1K)
Filed 2026-10-06
Family Investment Center, Inc.
DECREASED
Shares271,075 from 330,159
Change-59,084 (-18%)
Value$41.1M (-$12.2M)
Filed 2026-10-19
Whitaker-Myers Wealth Managers, Ltd.
INCREASED
Shares250,052 from 220,770
Change+29,282 (+13%)
Value$37.9M (+$2.2M)
Filed 2026-10-09
Insight Wealth Strategies, LLC
INCREASED
Shares247,018 from 215,430
Change+31,588 (+15%)
Value$37.4M (+$4.0M)
Filed 2026-10-09
Tompkins Financial Corp
DECREASED
Shares244,030 from 245,323
Change-1,293 (-1%)
Value$37.0M (-$2.6M)
Filed 2026-10-05
Davidson Capital Management Inc.
DECREASED
Shares224,963 from 228,169
Change-3,206 (-1%)
Value$34.1M (-$2.8M)
Filed 2026-10-15
Oppenheimer & Co Inc
INCREASED
Shares224,266 from 20,815
Change+203,451 (+977%)
Value$34.0M (+$30.6M)
Filed 2026-10-26
Meridian Wealth Management, LLC
INCREASED
Shares220,572 from 213,710
Change+6,862 (+3%)
Value$33.4M (-$1.1M)
Filed 2026-11-05
Bull Oak Capital, LLC
INCREASED
Shares197,101 from 189,004
Change+8,097 (+4%)
Value$29.9M (-$655.1K)
Filed 2026-10-23
Meitav Investment House LTD
INCREASED
Shares192,322 from 3,242
Change+189,080 (+5832%)
Value$29.2M (+$28.6M)
Filed 2026-10-28
Seros Financial, LLC
INCREASED
Shares179,169 from 177,943
Change+1,226 (+1%)
Value$27.2M (-$1.6M)
Filed 2026-10-21
HBW Advisory Services LLC
DECREASED
Shares173,175 from 263,212
Change-90,037 (-34%)
Value$26.2M (-$16.3M)
Filed 2026-10-15
Money Concepts Capital Corp
DECREASED
Shares169,498 from 600,487
Change-430,989 (-72%)
Value$25.7M (-$71.3M)
Filed 2026-11-06
Manchester Financial Inc
INCREASED
Shares164,893 from 163,474
Change+1,419 (+1%)
Value$25.0M (-$1.4M)
Filed 2026-10-15
Concurrent Investment Advisors, LLC
INCREASED
Shares148,447 from 95,787
Change+52,660 (+55%)
Value$22.5M (+$7.0M)
Filed 2026-10-16
Altus Wealth Group LLC
DECREASED
Shares143,430 from 143,826
Change-396 (0%)
Value$21.7M (-$1.5M)
Filed 2026-10-20
Avidian Wealth Enterprises, LLC
INCREASED
Shares142,623 from 92,795
Change+49,828 (+54%)
Value$21.6M (+$6.6M)
Filed 2026-10-08
Capstone Wealth Management Group, LLC
NEW
Shares141,047
Change+141,047
Value$17.1M
Filed 2026-11-05
Venture Visionary Partners LLC
INCREASED
Shares136,183 from 130,488
Change+5,695 (+4%)
Value$20.6M (-$436.4K)
Filed 2026-10-07
Park Avenue Securities LLC
DECREASED
Shares134,422 from 178,623
Change-44,201 (-25%)
Value$20.4M (-$8.5M)
Filed 2026-10-26
Dynamic Advisor Solutions LLC
INCREASED
Shares130,169 from 128,073
Change+2,096 (+2%)
Value$19.7M (-$957.9K)
Filed 2026-10-13
Financial Enhancement Group LLC
INCREASED
Shares128,321 from 124,217
Change+4,104 (+3%)
Value$19.6M (-$432.9K)
Filed 2026-10-08
Integrity Alliance, Llc.
INCREASED
Shares128,255 from 125,946
Change+2,309 (+2%)
Value$19.4M (-$904.5K)
Filed 2026-10-29
Truist Financial Corp
INCREASED
Shares127,074 from 108,842
Change+18,232 (+17%)
Value$19.3M (+$1.7M)
Filed 2026-10-30
Pioneer Family Office, LLC
INCREASED
Shares119,320 from 110,355
Change+8,965 (+8%)
Value$18.1M (+$259.9K)
Filed 2026-10-30
Green Ridge Wealth Planning LLC
INCREASED
Shares118,636 from 110,026
Change+8,610 (+8%)
Value$18.0M (+$209.2K)
Filed 2026-10-08
Sierra Ocean, LLC
DECREASED
Shares117,988 from 133,258
Change-15,270 (-11%)
Value$17.9M (-$3.6M)
Filed 2026-11-03
Portfolio Strategies, Inc.
NEW
Shares115,958
Change+115,958
Value$17.6M
Filed 2026-11-06
Level Four Advisory Services, LLC
INCREASED
Shares114,951 from 106,491
Change+8,460 (+8%)
Value$17.4M (+$221.6K)
Filed 2026-11-06
Colonial River Investments, LLC
INCREASED
Shares114,569 from 99,908
Change+14,661 (+15%)
Value$17.4M (+$1.2M)
Filed 2026-10-19
Able Wealth Management LLC
INCREASED
Shares113,379 from 69,434
Change+43,945 (+63%)
Value$11.3M (+$40.2K)
Filed 2026-10-13
Alpha Zero LLC
INCREASED
Shares106,386 from 97,504
Change+8,882 (+9%)
Value$16.1M (+$2.0M)
Filed 2026-11-06
StoneCrest Wealth Management, Inc.
DECREASED
Shares101,157 from 101,696
Change-539 (-1%)
Value$15.3M (-$1.1M)
Filed 2026-11-03
Perigon Wealth Management, LLC
DECREASED
Shares99,909 from 164,120
Change-64,211 (-39%)
Value$15.1M (-$11.4M)
Filed 2026-10-22
Clear Creek Financial Management, LLC
INCREASED
Shares99,186 from 93,671
Change+5,515 (+6%)
Value$15.0M (-$97.0K)
Filed 2026-10-28
Chicago Partners Investment Group LLC
DECREASED
Shares97,336 from 101,550
Change-4,214 (-4%)
Value$13.5M (-$1.7M)
Filed 2026-10-27
Merit Financial Group, LLC
INCREASED
Shares96,437 from 53,102
Change+43,335 (+82%)
Value$14.6M (+$6.0M)
Filed 2026-11-06
Financial Partners Group, Inc
INCREASED
Shares91,524 from 84,937
Change+6,587 (+8%)
Value$13.9M (+$152.5K)
Filed 2026-10-19
Compass Financial Services Inc
DECREASED
Shares89,690 from 91,396
Change-1,706 (-2%)
Value$13.6M (-$1.2M)
Filed 2026-11-06
Lifestyle Asset Management, Inc.
DECREASED
Shares88,143 from 91,872
Change-3,729 (-4%)
Value$13.4M (-$1.5M)
Filed 2026-10-20
Axxcess Wealth Management, LLC
INCREASED
Shares87,410 from 79,108
Change+8,302 (+10%)
Value$13.2M (+$470.6K)
Filed 2026-10-21
Next Level Private LLC
INCREASED
Shares87,191 from 67,911
Change+19,280 (+28%)
Value$13.2M (+$2.2M)
Filed 2026-10-20
Centerpoint Advisory Group
INCREASED
Shares83,978 from 80,099
Change+3,879 (+5%)
Value$12.7M (-$209.9K)
Filed 2026-10-23
Eagle Capital Management, LLC
INCREASED
Shares82,591 from 75,572
Change+7,019 (+9%)
Value$12.5K (+$311)
Filed 2026-10-19
Fortis Group Advisors, LLC
DECREASED
Shares79,372 from 97,895
Change-18,523 (-19%)
Value$10.8M (-$5.0M)
Filed 2026-11-06
Pachira Investments Inc.
INCREASED
Shares79,206 from 62,980
Change+16,226 (+26%)
Value$12.0M (+$1.8M)
Filed 2026-10-14
Basso Capital Management, L.P.
INCREASED
Shares78,735 from 71,185
Change+7,550 (+11%)
Value$11.9M (+$435.4K)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares77,370 from 47,432
Change+29,938 (+63%)
Value$11.7M (+$4.1M)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares77,066 from 40,146
Change+36,920 (+92%)
Value$11.7M (+$5.2M)
Filed 2026-10-08
Cadent Capital Advisors, LLC
INCREASED
Shares74,809 from 4,687
Change+70,122 (+1496%)
Value$11.3M (+$10.6M)
Filed 2026-10-09
BNC Wealth Management, LLC
NEW
Shares74,416
Change+74,416
Value$11.3M
Filed 2026-10-19
WealthCare Investment Partners, LLC
INCREASED
Shares73,849 from 72,886
Change+963 (+1%)
Value$11.2M (-$579.9K)
Filed 2026-11-05
Endowment Wealth Management, Inc.
INCREASED
Shares72,569 from 66,902
Change+5,667 (+8%)
Value$11.0M (+$192.6K)
Filed 2026-11-03
Dahring | Cusmano LLC
NEW
Shares71,135
Change+71,135
Value$10.8M
Filed 2026-11-03
Independent Financial Group, LLC
INCREASED
Shares69,736 from 52,900
Change+16,836 (+32%)
Value$10.6M (+$2.0M)
Filed 2026-10-13
Citigroup Inc
INCREASED
Shares68,569 from 47,489
Change+21,080 (+44%)
Value$10.4M (+$2.7M)
Filed 2026-11-04
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares65,295 from 65,767
Change-472 (-1%)
Value$9.9M (-$726.6K)
Filed 2026-10-16
Integrity Investment Advisors, LLC
DECREASED
Shares64,883 from 72,743
Change-7,860 (-11%)
Value$9.8M (-$1.9M)
Filed 2026-11-03
VestGen Advisors, LLC
DECREASED
Shares62,531 from 63,434
Change-903 (-1%)
Value$9.5M (-$768.7K)
Filed 2026-10-27
Trademark Financial Management, LLC
DECREASED
Shares61,506 from 64,353
Change-2,847 (-4%)
Value$9.3M (-$1.1M)
Filed 2026-10-23
BNB Wealth Management, LLC
INCREASED
Shares60,990 from 59,130
Change+1,860 (+3%)
Value$9.2M (-$306.9K)
Filed 2026-10-28
Tabr Capital Management, LLC
DECREASED
Shares60,823 from 61,652
Change-829 (-1%)
Value$9.2M (-$739.8K)
Filed 2026-10-20
Creative Planning
INCREASED
Shares58,715 from 56,182
Change+2,533 (+5%)
Value$8.9M (-$175.7K)
Filed 2026-11-02
Wealthcare Advisory Partners LLC
DECREASED
Shares58,396 from 59,401
Change-1,005 (-2%)
Value$8.9M (-$743.9K)
Filed 2026-10-21
IFC & Insurance Marketing, Inc.
DECREASED
Shares57,742 from 62,342
Change-4,600 (-7%)
Value$8.8M (-$1.3M)
Filed 2026-10-16
WJ Wealth Management, LLC
DECREASED
Shares57,737 from 62,905
Change-5,168 (-8%)
Value$8.8M (-$1.4M)
Filed 2026-11-03
Csenge Advisory Group
INCREASED
Shares57,534 from 20,616
Change+36,918 (+179%)
Value$8.7M (+$5.4M)
Filed 2026-11-04
Tactive Advisors, LLC
INCREASED
Shares57,145 from 41,841
Change+15,304 (+37%)
Value$8.7M (+$1.9M)
Filed 2026-10-08
J.W. Cole Advisors, Inc.
INCREASED
Shares55,750 from 43,182
Change+12,568 (+29%)
Value$8.5M (+$1.5M)
Filed 2026-11-05
Prospera Financial Services Inc
INCREASED
Shares55,415 from 13,863
Change+41,552 (+300%)
Value$7.6M (+$5.3M)
Filed 2026-11-04
Professional Financial Advisors, LLC
INCREASED
Shares53,779 from 51,034
Change+2,745 (+5%)
Value$8.2M (-$92.2K)
Filed 2026-10-13
TSG Advice Partners, LLC
NEW
Shares53,588
Change+53,588
Value$8.7M
Filed 2026-10-29
Sigma Planning Corp
DECREASED
Shares52,554 from 58,369
Change-5,815 (-10%)
Value$8.0M (-$1.5M)
Filed 2026-10-23
Legacy Financial Strategies, LLC
INCREASED
Shares52,480 from 48,495
Change+3,985 (+8%)
Value$8.0M (+$121.1K)
Filed 2026-10-15
RFG Advisory, LLC
DECREASED
Shares51,875 from 52,639
Change-764 (-1%)
Value$7.9M (-$640.1K)
Filed 2026-11-03
Creative Financial Designs Inc
DECREASED
Shares51,824 from 57,096
Change-5,272 (-9%)
Value$7.9M (-$1.4M)
Filed 2026-11-04
Wedmont Private Capital
INCREASED
Shares48,777 from 45,348
Change+3,429 (+8%)
Value$7.4M (+$385.3K)
Filed 2026-10-09
Darrow Company, Inc.
DECREASED
Shares48,081 from 48,493
Change-412 (-1%)
Value$7.3M (-$545.4K)
Filed 2026-10-22
First Heartland Consultants, Inc.
INCREASED
Shares46,578 from 35,945
Change+10,633 (+30%)
Value$7.1M (+$1.3M)
Filed 2026-10-08
Cornerstone Wealth Management, LLC
INCREASED
Shares46,065 from 43,530
Change+2,535 (+6%)
Value$7.0M (-$49.3K)
Filed 2026-11-04
WMG Financial Advisors, LLC
UNCHANGED
Shares45,920 from 45,920
Change0 (0%)
Value$7.4M ($0)
Filed 2026-10-28
TD Waterhouse Canada Inc.
INCREASED
Shares45,296 from 42,322
Change+2,974 (+7%)
Value$6.9M (+$345.3K)
Filed 2026-10-16
Tempus Wealth Planning, LLC
DECREASED
Shares44,814 from 60,131
Change-15,317 (-25%)
Value$6.8M (-$2.9M)
Filed 2026-10-14
Capital Investment Counsel, LLC
INCREASED
Shares43,805 from 43,763
Change+42 (+0%)
Value$6.6M (-$429.5K)
Filed 2026-10-14
CoreCap Advisors, LLC
INCREASED
Shares43,236 from 41,322
Change+1,914 (+5%)
Value$6.6M (-$121.5K)
Filed 2026-10-08
Robertson Stephens Wealth Management, LLC
DECREASED
Shares42,711 from 48,273
Change-5,562 (-12%)
Value$6.5M (-$1.3M)
Filed 2026-10-16
Schorn Wealth LLC
DECREASED
Shares42,518 from 43,896
Change-1,378 (-3%)
Value$6.4M (-$646.1K)
Filed 2026-10-14
Evolution Wealth Management Inc.
INCREASED
Shares42,501 from 33,146
Change+9,355 (+28%)
Value$6.4M (+$1.1M)
Filed 2026-10-28
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares42,492 from 62,282
Change-19,790 (-32%)
Value$6.4M (+$6.4M)
Filed 2026-11-02
MRA Advisory Group
NEW
Shares40,320
Change+40,320
Value$6.1M
Filed 2026-10-07
SteelPeak Wealth, LLC
INCREASED
Shares39,397 from 37,134
Change+2,263 (+6%)
Value$6.0M (-$26.9K)
Filed 2026-10-16
Stone Wealth Partners
INCREASED
Shares39,191 from 20,206
Change+18,985 (+94%)
Value$5.9M (+$2.7M)
Filed 2026-11-05
Kingswood Wealth Advisors, LLC
INCREASED
Shares38,326 from 34,985
Change+3,341 (+10%)
Value$5.8M (+$158.0K)
Filed 2026-10-23
US Bancorp \de\
INCREASED
Shares36,884 from 26,693
Change+10,191 (+38%)
Value$5.6M (+$1.3M)
Filed 2026-11-05
Vicus Capital
DECREASED
Shares36,381 from 42,872
Change-6,491 (-15%)
Value$5.5M (-$1.4M)
Filed 2026-11-05
Mascagni Wealth Management, Inc.
INCREASED
Shares36,233 from 34,854
Change+1,379 (+4%)
Value$5.5M (-$138.1K)
Filed 2026-10-23
Berbice Capital Management LLC
INCREASED
Shares35,000 from 34,433
Change+567 (+2%)
Value$5.3M (-$257.0K)
Filed 2026-10-13
Crew Capital Management, Ltd
NEW
Shares33,313
Change+33,313
Value$5.0M
Filed 2026-10-28
Allworth Financial LP
UNCHANGED
Shares32,292 from 32,292
Change0 (0%)
Value$5.2M ($0)
Filed 2026-11-06
PFG Advisors
DECREASED
Shares31,787 from 47,530
Change-15,743 (-33%)
Value$4.8M (-$1.1M)
Filed 2026-10-16
Schwallier Wealth Management LLC
INCREASED
Shares31,277 from 30,405
Change+872 (+3%)
Value$4.7M (-$170.6K)
Filed 2026-11-05
HFG Wealth Management, LLC
UNCHANGED
Shares31,052 from 31,052
Change0 (0%)
Value$5.0M ($0)
Filed 2026-10-16
Delta Wealth Advisors LLC
DECREASED
Shares30,755 from 31,225
Change-470 (-2%)
Value$4.7M (-$382.3K)
Filed 2026-10-09
Redhawk Wealth Advisors, Inc.
DECREASED
Shares30,718 from 67,258
Change-36,540 (-54%)
Value$4.7M (-$6.2M)
Filed 2026-10-14
Nations Financial Group Inc,
DECREASED
Shares30,298 from 65,241
Change-34,943 (-54%)
Value$4.6M (-$5.9M)
Filed 2026-11-05
Citizens Financial Group Inc
NEW
Shares30,102
Change+30,102
Value$4.6M
Filed 2026-10-23
Apollon Wealth Management, LLC
DECREASED
Shares29,917 from 30,062
Change-145 (0%)
Value$4.5M (-$321.4K)
Filed 2026-10-23
Newport Capital Group, LLC
NEW
Shares29,565
Change+29,565
Value$4.4M
Filed 2026-10-16
MY Wealth Management Inc.
DECREASED
Shares29,123 from 30,920
Change-1,797 (-6%)
Value$4.4M (-$580.3K)
Filed 2026-10-21
Laurel Wealth Planning LLC
DECREASED
Shares28,535 from 29,495
Change-960 (-3%)
Value$4.3M (-$439.3K)
Filed 2026-11-02
Compass Financial Management LLC
INCREASED
Shares28,391 from 26,403
Change+1,988 (+8%)
Value$4.3M (+$38.7K)
Filed 2026-10-30
Spire Wealth Management
INCREASED
Shares28,061 from 26,252
Change+1,809 (+7%)
Value$4.3M (+$12.8K)
Filed 2026-10-30
Ashton Thomas Private Wealth, LLC
DECREASED
Shares27,666 from 43,371
Change-15,705 (-36%)
Value$4.2M (-$2.8M)
Filed 2026-11-03
Lifelong Wealth Advisors, Inc.
INCREASED
Shares26,994 from 26,693
Change+301 (+1%)
Value$4.1M (-$220.2K)
Filed 2026-10-19
Peak Financial Advisors LLC
DECREASED
Shares26,722 from 29,403
Change-2,681 (-9%)
Value$4.1M (-$699.2K)
Filed 2026-10-28
JBR Co Financial Management Inc
DECREASED
Shares26,711 from 28,395
Change-1,684 (-6%)
Value$4.1M (-$438.2K)
Filed 2026-10-13
Fortune Financial Group, Inc.
INCREASED
Shares26,337 from 25,231
Change+1,106 (+4%)
Value$4.0M (-$83.7K)
Filed 2026-10-22
Rasp Wealth Solutions, LLC
INCREASED
Shares25,645 from 24,763
Change+882 (+4%)
Value$3.9M (-$113.1K)
Filed 2026-11-06
SYM Financial Corp
INCREASED
Shares25,627 from 25,602
Change+25 (+0%)
Value$3.9M (-$251.2K)
Filed 2026-10-26
EverSource Wealth Advisors, LLC
INCREASED
Shares25,512 from 11,163
Change+14,349 (+129%)
Value$3.9M (+$2.1M)
Filed 2026-11-04
GPM Growth Investors, Inc.
INCREASED
Shares25,284 from 22,121
Change+3,163 (+14%)
Value$3.8M (+$259.1K)
Filed 2026-10-30
Weaver Consulting Group
INCREASED
Shares25,115 from 24,132
Change+983 (+4%)
Value$3.8M (-$91.4K)
Filed 2026-10-07
Atlatl Advisers LLC
DECREASED
Shares24,725 from 29,245
Change-4,520 (-15%)
Value$3.7M (-$976.3K)
Filed 2026-10-22
Prota Financial, LLC
INCREASED
Shares24,646 from 20,699
Change+3,947 (+19%)
Value$3.8M (+$549.7K)
Filed 2026-10-08
Carolina Wealth Management Inc
INCREASED
Shares23,978 from 4,600
Change+19,378 (+421%)
Value$3.6M (+$2.9M)
Filed 2026-10-29
Beacon Capital Management, Inc.
DECREASED
Shares23,881 from 24,030
Change-149 (-1%)
Value$3.6M (-$261.9K)
Filed 2026-10-13
Southland Equity Partners LLC
INCREASED
Shares23,460 from 22,642
Change+818 (+4%)
Value$3.6M (-$101.5K)
Filed 2026-10-14
Wetzel Investment Advisors, Inc.
DECREASED
Shares23,269 from 23,983
Change-714 (-3%)
Value$3.5M (-$347.1K)
Filed 2026-10-13
Future Financial Wealth Managment LLC
DECREASED
Shares23,086 from 23,410
Change-324 (-1%)
Value$3.5M (-$8.1K)
Filed 2026-10-15
McNaughton Wealth Management, LLC
DECREASED
Shares22,987 from 31,673
Change-8,686 (-27%)
Value$3.5M (-$1.6M)
Filed 2026-10-09
Centennial Advisors, LLC
INCREASED
Shares22,841 from 21,316
Change+1,525 (+7%)
Value$3.5M (+$18.9K)
Filed 2026-10-21
Washington Growth Strategies LLC
INCREASED
Shares22,769 from 22,767
Change+2 (+0%)
Value$3.5M (-$226.5K)
Filed 2026-10-19
Sharkey, Howes & Javer
INCREASED
Shares22,556 from 21,946
Change+610 (+3%)
Value$3.4M (-$126.1K)
Filed 2026-10-22
Trinity Wealth Management, LLC
DECREASED
Shares20,880 from 21,168
Change-288 (-1%)
Value$3.2M (-$254.5K)
Filed 2026-10-13
Hengehold Capital Management LLC
INCREASED
Shares19,798 from 17,529
Change+2,269 (+13%)
Value$3.0M (+$169.4K)
Filed 2026-10-16
Roof Eidam Maycock Peralta, LLC
INCREASED
Shares19,327 from 17,529
Change+1,798 (+10%)
Value$2.9M (+$97.9K)
Filed 2026-10-15
First International Bank of Israel Ltd.
NEW
Shares19,000
Change+19,000
Value$2.9M
Filed 2026-11-04
Redwood Financial Network Corp
INCREASED
Shares18,521 from 14,284
Change+4,237 (+30%)
Value$2.8M (+$500.0K)
Filed 2026-11-03
Uptick Partners, LLC
INCREASED
Shares17,720 from 15,036
Change+2,684 (+18%)
Value$2.7M (+$257.1K)
Filed 2026-11-04
Brown Miller Wealth Management, LLC
INCREASED
Shares17,681 from 15,946
Change+1,735 (+11%)
Value$2.7M (+$104.2K)
Filed 2026-11-02
FFG Retirement Advisors LLC
DECREASED
Shares17,644 from 23,126
Change-5,482 (-24%)
Value$2.7M (-$1.1M)
Filed 2026-10-20
ATX Financial Planning, LLC
INCREASED
Shares17,456 from 16,092
Change+1,364 (+8%)
Value$2.6M (+$46.4K)
Filed 2026-10-14
StoneX Group Inc.
INCREASED
Shares17,174 from 15,808
Change+1,366 (+9%)
Value$2.6M (+$49.6K)
Filed 2026-11-03
Denver PWM, LLC
INCREASED
Shares16,839 from 16,733
Change+106 (+1%)
Value$2.6M (-$12.9K)
Filed 2026-10-22
Entrust Financial LLC
NEW
Shares16,515
Change+16,515
Value$2.5M
Filed 2026-11-04
Brookstone Capital Management
INCREASED
Shares16,328 from 12,038
Change+4,290 (+36%)
Value$2.5M (+$530.3K)
Filed 2026-10-22
Maia Wealth LLC
DECREASED
Shares16,262 from 29,665
Change-13,403 (-45%)
Value$2.5M (-$2.3M)
Filed 2026-10-19
Kachkovsky & Fisher, Inc.
DECREASED
Shares16,261 from 16,267
Change-6 (0%)
Value$2.5M (-$162.9K)
Filed 2026-10-21
Prime Capital Investment Advisors, LLC
INCREASED
Shares16,214 from 5,558
Change+10,656 (+192%)
Value$2.5M (+$1.6M)
Filed 2026-10-20
MGO One Seven LLC
DECREASED
Shares15,943 from 20,628
Change-4,685 (-23%)
Value$2.4M (-$915.6K)
Filed 2026-10-28
Visionary Wealth Advisors
INCREASED
Shares15,710 from 13,132
Change+2,578 (+20%)
Value$2.4M (+$260.0K)
Filed 2026-11-04
LexAurum Advisors, LLC
INCREASED
Shares15,535 from 14,952
Change+583 (+4%)
Value$2.4M (-$60.5K)
Filed 2026-10-19
Investment Insight Wealth Management, LLC
DECREASED
Shares15,108 from 20,549
Change-5,441 (-26%)
Value$2.3M (-$1.0M)
Filed 2026-10-30
Roger Wittlin Investment Advisory, LLC
INCREASED
Shares14,985 from 12,687
Change+2,298 (+18%)
Value$2.3M (+$221.9K)
Filed 2026-10-19
Kestra Private Wealth Services, LLC
INCREASED
Shares14,896 from 13,007
Change+1,889 (+15%)
Value$2.3M (+$156.8K)
Filed 2026-11-06
Childress Capital Advisors, LLC
DECREASED
Shares14,086 from 45,019
Change-30,933 (-69%)
Value$2.1M (-$5.1M)
Filed 2026-10-28
WT Wealth Management
INCREASED
Shares13,659 from 10,324
Change+3,335 (+32%)
Value$2.1M (+$402.7K)
Filed 2026-10-13
City Holding Co
NEW
Shares13,550
Change+13,550
Value$2.1M
Filed 2026-10-19
AdvisorNet Financial, Inc
INCREASED
Shares13,544 from 11,199
Change+2,345 (+21%)
Value$2.0M (+$157.2K)
Filed 2026-10-15
Barden Capital Management, Inc.
NEW
Shares13,381
Change+13,381
Value$2.0M
Filed 2026-10-09
National Wealth Management Group, LLC
NEW
Shares13,138
Change+13,138
Value$2.0M
Filed 2026-10-26
Sagespring Wealth Partners, LLC
INCREASED
Shares12,952 from 11,895
Change+1,057 (+9%)
Value$2.0M (+$41.9K)
Filed 2026-10-22
Narwhal Capital Management
DECREASED
Shares12,826 from 12,836
Change-10 (0%)
Value$1.9M (-$129.4K)
Filed 2026-11-04
International Assets Investment Management, LLC
INCREASED
Shares12,727 from 8,983
Change+3,744 (+42%)
Value$1.9M (+$548.2K)
Filed 2026-11-02
Smith Shellnut Wilson LLC
DECREASED
Shares12,692 from 13,635
Change-943 (-7%)
Value$1.9M (-$278.7K)
Filed 2026-10-21
Integrated Advisors Network LLC
INCREASED
Shares12,524 from 8,090
Change+4,434 (+55%)
Value$1.9M (+$591.5K)
Filed 2026-10-20
Lloyd Advisory Services, Llc.
DECREASED
Shares12,377 from 12,996
Change-619 (-5%)
Value$1.9M (-$223.3K)
Filed 2026-11-02
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED
Shares12,356 from 6,255
Change+6,101 (+98%)
Value$1.9M (+$862.5K)
Filed 2026-10-20
Onyx Bridge Wealth Group LLC
DECREASED
Shares12,343 from 213,011
Change-200,668 (-94%)
Value$1.9M (-$32.5M)
Filed 2026-10-16
Iams Wealth Management, LLC
DECREASED
Shares12,194 from 22,327
Change-10,133 (-45%)
Value$1.8M (-$1.8M)
Filed 2026-10-15
Fifth Third Securities, Inc.
INCREASED
Shares12,152 from 5,735
Change+6,417 (+112%)
Value$1.8M (+$915.6K)
Filed 2026-10-21
CFS Investment Advisory Services, LLC
DECREASED
Shares11,790 from 89,281
Change-77,491 (-87%)
Value$1.8M (-$11.7M)
Filed 2026-10-19
Detalus Advisors, LLC
DECREASED
Shares11,676 from 59,679
Change-48,003 (-80%)
Value$1.8M (-$7.9M)
Filed 2026-10-15
Integrity Advisory Solutions, LLC
INCREASED
Shares11,474 from 9,393
Change+2,081 (+22%)
Value$1.7M (+$221.9K)
Filed 2026-10-29
Boyce & Associates Wealth Consulting, Inc.
INCREASED
Shares11,462 from 11,443
Change+19 (+0%)
Value$1.7M (-$111.2K)
Filed 2026-10-14
USAdvisors Wealth Management, LLC
DECREASED
Shares10,724 from 10,788
Change-64 (-1%)
Value$1.6K (-$1.7M)
Filed 2026-10-21
IFP Advisors, Inc
INCREASED
Shares10,684 from 9,352
Change+1,332 (+14%)
Value$1.6M (+$108.8K)
Filed 2026-10-16
AMG Asset Management Group, Inc.
INCREASED
Shares10,605 from 10,142
Change+463 (+5%)
Value$1.6M (-$31.0K)
Filed 2026-10-21
Lifetime Wealth Management P.C.
DECREASED
Shares10,579 from 11,542
Change-963 (-8%)
Value$1.6M (-$261.0K)
Filed 2026-10-29
Diversify Wealth Management, LLC
DECREASED
Shares10,487 from 11,351
Change-864 (-8%)
Value$1.5M (-$131.0K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares10,487 from 11,351
Change-864 (-8%)
Value$1.5M (-$131.0K)
Filed 2026-10-20
Triad Wealth Partners, LLC
DECREASED
Shares10,376 from 149,188
Change-138,812 (-93%)
Value$1.6M (-$20.1M)
Filed 2026-10-26
Keystone Wealth Services, LLC
INCREASED
Shares10,312 from 1,985
Change+8,327 (+420%)
Value$1.6M (+$1.2M)
Filed 2026-11-03
Santori & Peters, Inc.
INCREASED
Shares10,303 from 6,117
Change+4,186 (+68%)
Value$1.6M (+$573.6K)
Filed 2026-10-26
Cap Partners, LLC
INCREASED
Shares10,041 from 9,476
Change+565 (+6%)
Value$1.5M (-$8.6K)
Filed 2026-10-19
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares9,923 from 16,605
Change-6,682 (-40%)
Value$1.5M (-$1.2M)
Filed 2026-10-14
Mid-American Wealth Advisory Group, Inc.
INCREASED
Shares9,886 from 8,038
Change+1,848 (+23%)
Value$1.5M (+$200.1K)
Filed 2026-10-21
Fiduciary Alliance LLC
INCREASED
Shares9,706 from 9,304
Change+402 (+4%)
Value$1.5M (-$31.8K)
Filed 2026-10-13
Vigilare Wealth Management
DECREASED
Shares9,673 from 10,110
Change-437 (-4%)
Value$1.5M (-$166.9K)
Filed 2026-10-29
TSA Wealth Managment LLC
DECREASED
Shares9,547 from 39,964
Change-30,417 (-76%)
Value$1.4M (-$5.0M)
Filed 2026-10-22
RHS Financial, LLC
INCREASED
Shares9,222 from 7,228
Change+1,994 (+28%)
Value$1.4M (+$230.3K)
Filed 2026-10-13
Verde Capital Management
INCREASED
Shares9,191 from 6,261
Change+2,930 (+47%)
Value$1.4M (+$381.8K)
Filed 2026-10-28
Adirondack Trust Co
INCREASED
Shares9,080 from 7,024
Change+2,056 (+29%)
Value$1.4M (+$241.7K)
Filed 2026-10-14
WBH Advisory Inc
INCREASED
Shares8,856 from 8,714
Change+142 (+2%)
Value$1.3M (-$65.3K)
Filed 2026-11-05
Optivise Advisory Services LLC
DECREASED
Shares8,768 from 9,431
Change-663 (-7%)
Value$1.3M (-$194.4K)
Filed 2026-10-19
Balboa Wealth Partners
DECREASED
Shares8,733 from 9,070
Change-337 (-4%)
Value$1.3M (-$141.4K)
Filed 2026-10-20
Legacy Advisory Services, LLC
NEW
Shares8,649
Change+8,649
Value$1.3M
Filed 2026-10-20
Golden State Wealth Management, LLC
DECREASED
Shares8,451 from 9,385
Change-934 (-10%)
Value$1.3M (-$235.1K)
Filed 2026-11-02
Omni 360 Wealth, Inc.
INCREASED
Shares8,268 from 8,186
Change+82 (+1%)
Value$1.3M (-$69.1K)
Filed 2026-10-13
Cyr Financial Inc.
DECREASED
Shares8,186 from 8,334
Change-148 (-2%)
Value$1.2M (-$105.4K)
Filed 2026-10-16
Elevation Capital Advisory, LLC
DECREASED
Shares8,117 from 31,212
Change-23,095 (-74%)
Value$1.2M (-$3.8M)
Filed 2026-10-29
Focused Alpha, LLC
DECREASED
Shares8,057 from 8,077
Change-20 (0%)
Value$1.2M (-$83.6K)
Filed 2026-10-20
Winnacle Wealth LLC
NEW
Shares8,040
Change+8,040
Value$1.2M
Filed 2026-10-15
Beacon Financial Advisory LLC
INCREASED
Shares8,011 from 7,276
Change+735 (+10%)
Value$1.2M (+$39.0K)
Filed 2026-10-16
QP Wealth Management, LLC
DECREASED
Shares7,973 from 8,688
Change-715 (-8%)
Value$1.2M (-$194.9K)
Filed 2026-10-20
Daviman Financial, LLC
DECREASED
Shares7,964 from 28,835
Change-20,871 (-72%)
Value$1.2M (-$3.5M)
Filed 2026-11-06
Burke & Herbert Bank & Trust Co
INCREASED
Shares7,851 from 6,292
Change+1,559 (+25%)
Value$1.2M (+$173.6K)
Filed 2026-11-02
United Advisor Group, LLC
INCREASED
Shares7,799 from 7,568
Change+231 (+3%)
Value$1.2M (-$40.4K)
Filed 2026-11-03
Meridian Financial Advisors, LLC
INCREASED
Shares7,666 from 7,049
Change+617 (+9%)
Value$1.2M (+$23.3K)
Filed 2026-10-14
TCP Asset Management, LLC
INCREASED
Shares7,580 from 7,554
Change+26 (+0%)
Value$1.2M (-$58.8K)
Filed 2026-10-14
Imc-Chicago, LLC
DECREASED
Shares7,558 from 10,714
Change-3,156 (-29%)
Value$1.1M (-$585.1K)
Filed 2026-11-05
Atria Investments, Inc
DECREASED
Shares7,369 from 20,000
Change-12,631 (-63%)
Value$1.1M (-$2.1M)
Filed 2026-10-15
Flagship Wealth Advisors, LLC
UNCHANGED
Shares7,325 from 7,325
Change0 (0%)
Value$1.1M (-$73.0K)
Filed 2026-11-03
Bay Capital Advisors, LLC
INCREASED
Shares7,224 from 6,559
Change+665 (+10%)
Value$1.1M (+$35.6K)
Filed 2026-10-16
Core Wealth Partners LLC
INCREASED
Shares7,178 from 5,595
Change+1,583 (+28%)
Value$1.1M (+$184.2K)
Filed 2026-11-02
Investment Management Corp
INCREASED
Shares7,033 from 6,765
Change+268 (+4%)
Value$1.1M (-$26.6K)
Filed 2026-11-03
Roman Butler Fullerton & Co
DECREASED
Shares6,988 from 7,078
Change-90 (-1%)
Value$992.3K (-$67.5K)
Filed 2026-10-27
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares6,845 from 6,845
Change0 (0%)
Value$1.0M (-$68.2K)
Filed 2026-10-15
Belvedere Trading LLC
DECREASED
Shares6,802 from 19,547
Change-12,745 (-65%)
Value$1.0M (-$2.1M)
Filed 2026-11-05
Moneco Advisors, LLC
INCREASED
Shares6,765 from 6,290
Change+475 (+8%)
Value$1.0M (+$9.3K)
Filed 2026-11-05
Valeo Financial Advisors, LLC
INCREASED
Shares6,620 from 6,258
Change+362 (+6%)
Value$1.0M (-$7.6K)
Filed 2026-10-08
Arsenal Capital Advisors LLC
INCREASED
Shares6,599 from 4,036
Change+2,563 (+64%)
Value$1.0M (+$348.3K)
Filed 2026-11-02
Assetmark, Inc
DECREASED
Shares6,536 from 35,682
Change-29,146 (-82%)
Value$990.7K (-$4.8M)
Filed 2026-10-21
IFS Advisors, LLC
NEW
Shares6,423
Change+6,423
Value$973.7K
Filed 2026-10-14
Asempa Wealth Advisors
DECREASED
Shares6,216 from 6,703
Change-487 (-7%)
Value$949.5K (-$133.2K)
Filed 2026-10-07
Bank of New York Mellon Corp
DECREASED
Shares6,210 from 7,261
Change-1,051 (-14%)
Value$941.3K (-$231.6K)
Filed 2026-11-05
RAM Investment Partners, LLC
UNCHANGED
Shares6,147 from 6,147
Change0 (0%)
Value$931.8K (-$61.2K)
Filed 2026-10-21
Balefire, LLC
DECREASED
Shares6,133 from 9,031
Change-2,898 (-32%)
Value$929.7K (-$529.2K)
Filed 2026-10-09
Cypress Wealth Services, LLC
DECREASED
Shares6,005 from 36,043
Change-30,038 (-83%)
Value$918.7K (-$4.9M)
Filed 2026-10-21
Valued Retirements, Inc.
INCREASED
Shares5,921 from 5,221
Change+700 (+13%)
Value$897.5K (+$54.1K)
Filed 2026-11-06
Simplicity Wealth,LLC
DECREASED
Shares5,918 from 12,915
Change-6,997 (-54%)
Value$897.1K (-$1.2M)
Filed 2026-10-23
Fulcrum Equity Management
DECREASED
Shares5,908 from 14,031
Change-8,123 (-58%)
Value$895.5K (-$1.4M)
Filed 2026-10-21
Baker Avenue Asset Management, LP
UNCHANGED
Shares5,907 from 5,907
Change0 (0%)
Value$895.5K (-$58.8K)
Filed 2026-11-06
Sheets Smith Wealth Management
INCREASED
Shares5,770 from 3,495
Change+2,275 (+65%)
Value$874.6K (+$310.0K)
Filed 2026-10-16
Optima Capital LLC
INCREASED
Shares5,705 from 3,988
Change+1,717 (+43%)
Value$864.8K (+$220.6K)
Filed 2026-10-29
Eagle Wealth Advisors LLC
INCREASED
Shares5,644 from 3,038
Change+2,606 (+86%)
Value$855.5K (+$364.8K)
Filed 2026-10-20
Capital Investment Advisory Services, LLC
INCREASED
Shares5,544 from 1,660
Change+3,884 (+234%)
Value$840.4K (+$572.3K)
Filed 2026-10-30
ERn Financial, LLC
INCREASED
Shares5,463 from 2,694
Change+2,769 (+103%)
Value$828.1K (+$393.0K)
Filed 2026-10-28
Verus Capital Partners, LLC
DECREASED
Shares5,441 from 15,687
Change-10,246 (-65%)
Value$824.7K (-$1.7M)
Filed 2026-11-03
Spectrum Planning & Advisory Services Inc.
DECREASED
Shares5,378 from 23,763
Change-18,385 (-77%)
Value$815.3K (-$3.0M)
Filed 2026-11-05
Elevate Capital Advisors, LLC
NEW
Shares5,373
Change+5,373
Value$814.4K
Filed 2026-11-02
KWB Wealth
DECREASED
Shares5,362 from 96,390
Change-91,028 (-94%)
Value$812.8K (-$14.8M)
Filed 2026-10-16
Focus Financial Network, Inc.
DECREASED
Shares5,252 from 29,699
Change-24,447 (-82%)
Value$796.2K (-$4.0M)
Filed 2026-10-14
Patten Group, Inc.
DECREASED
Shares5,218 from 8,948
Change-3,730 (-42%)
Value$791.0K (-$654.5K)
Filed 2026-10-26
Financial Architects, LLC
DECREASED
Shares5,215 from 5,395
Change-180 (-3%)
Value$790.5K (-$81.0K)
Filed 2026-10-13
Guardian Capital, LLC
DECREASED
Shares5,104 from 5,365
Change-261 (-5%)
Value$773.7K (-$93.0K)
Filed 2026-11-06
NBZ Investment Advisors LLC
INCREASED
Shares5,070 from 1,901
Change+3,169 (+167%)
Value$768.6K (+$461.4K)
Filed 2026-10-30
Fjell Capital, LLC
NEW
Shares4,995
Change+4,995
Value$757.1K
Filed 2026-10-13
M Holdings Securities, Inc.
NEW
Shares4,971
Change+4,971
Value$717
Filed 2026-11-03
Soltis Investment Advisors LLC
INCREASED
Shares4,953 from 3,807
Change+1,146 (+30%)
Value$750.8K (+$135.8K)
Filed 2026-10-28
Innovative Wealth Building LLC
DECREASED
Shares4,877 from 5,193
Change-316 (-6%)
Value$739.3K (-$99.6K)
Filed 2026-10-14
Ignite Planners, LLC
INCREASED
Shares4,865 from 4,437
Change+428 (+10%)
Value$737.5K (+$20.7K)
Filed 2026-10-14
CPC Advisors, LLC
NEW
Shares4,847
Change+4,847
Value$734.7K
Filed 2026-10-21
Synergy Asset Management, LLC
DECREASED
Shares4,842 from 31,245
Change-26,403 (-84%)
Value$734.0K (-$4.3M)
Filed 2026-11-05
Cosner Financial Group, LLC
DECREASED
Shares4,814 from 5,358
Change-544 (-10%)
Value$729.8K (-$135.9K)
Filed 2026-11-03
Fifth Third Bancorp
DECREASED
Shares4,777 from 5,822
Change-1,045 (-18%)
Value$724.1K (-$216.4K)
Filed 2026-11-05
Capital Wealth Alliance, LLC
NEW
Shares4,624
Change+4,624
Value$700.9K
Filed 2026-10-20
Well Done, LLC
UNCHANGED
Shares4,508 from 4,508
Change0 (0%)
Value$683.3K (-$44.9K)
Filed 2026-10-20
Wespac Advisors, LLC
NEW
Shares4,489
Change+4,489
Value$680.4K
Filed 2026-10-26
Retirement Planning Group, LLC
INCREASED
Shares4,470 from 4,199
Change+271 (+6%)
Value$677.6K (-$743)
Filed 2026-10-19
Vise Technologies, Inc.
DECREASED
Shares4,446 from 7,510
Change-3,064 (-41%)
Value$673.9K (-$539.3K)
Filed 2026-10-29
Latitude Advisors, LLC
DECREASED
Shares4,404 from 4,543
Change-139 (-3%)
Value$667.6K (-$66.3K)
Filed 2026-10-27
Compass Ion Advisors, LLC
DECREASED
Shares4,364 from 4,462
Change-98 (-2%)
Value$661.4K (-$59.3K)
Filed 2026-10-23
Alchemi Wealth, LLC
DECREASED
Shares4,268 from 4,518
Change-250 (-6%)
Value$647.1K (-$82.9K)
Filed 2026-11-04
Titleist Asset Management, LLC
INCREASED
Shares4,129 from 2,719
Change+1,410 (+52%)
Value$625.9K (+$186.6K)
Filed 2026-10-08
Cassilly Financial Group LLC
DECREASED
Shares4,115 from 5,385
Change-1,270 (-24%)
Value$623.7K (-$246.2K)
Filed 2026-10-07
Howard Capital Management, LLC
UNCHANGED
Shares4,091 from 4,091
Change0 (0%)
Value$620.1K (-$40.7K)
Filed 2026-10-16
Valmark Advisers, Inc.
INCREASED
Shares3,981 from 3,166
Change+815 (+26%)
Value$603.5K (+$92.0K)
Filed 2026-11-06
Facet Wealth, Inc.
INCREASED
Shares3,954 from 3,460
Change+494 (+14%)
Value$599.3K (+$40.4K)
Filed 2026-11-04
Pinnacle Associates LTD
UNCHANGED
Shares3,935 from 3,935
Change0 (0%)
Value$596.5K (-$39.2K)
Filed 2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED
Shares3,935 from 3,935
Change0 (0%)
Value$596.5K (-$39.2K)
Filed 2026-10-23
Mather Group, Llc.
INCREASED
Shares3,933 from 237
Change+3,696 (+1559%)
Value$596.1K (+$557.9K)
Filed 2026-10-14
Paragon Capital Management Ltd
UNCHANGED
Shares3,933 from 3,933
Change0 (0%)
Value$596.2K (-$39.2K)
Filed 2026-10-09
SAX Wealth Advisors, LLC
NEW
Shares3,915
Change+3,915
Value$593.4K
Filed 2026-10-13
Foundry Financial LLC
INCREASED
Shares3,717 from 3,159
Change+558 (+18%)
Value$563.4K (+$53.1K)
Filed 2026-10-16
Obsidian CIO, LLC
INCREASED
Shares3,713 from 730
Change+2,983 (+409%)
Value$562.8K (+$444.8K)
Filed 2026-11-05
Smart Wealth LLC
DECREASED
Shares3,594 from 45,954
Change-42,360 (-92%)
Value$544.8K (-$6.9M)
Filed 2026-11-04
Sovran Advisors, LLC
DECREASED
Shares3,535 from 4,480
Change-945 (-21%)
Value$503.3K (-$128.1K)
Filed 2026-11-02
Symphony Financial, Ltd. Co.
INCREASED
Shares3,493 from 2,952
Change+541 (+18%)
Value$530.7K (+$62.2K)
Filed 2026-10-22
Sowell Financial Services LLC
DECREASED
Shares3,362 from 7,151
Change-3,789 (-53%)
Value$509.6K (-$645.6K)
Filed 2026-10-23
Aurora Private Wealth, Inc.
INCREASED
Shares3,326 from 2,852
Change+474 (+17%)
Value$509 (-$460.5K)
Filed 2026-10-20
Centurion Wealth Management LLC
DECREASED
Shares3,319 from 3,890
Change-571 (-15%)
Value$503.1K (-$125.2K)
Filed 2026-10-13
Insight Advisors, LLC/ PA
DECREASED
Shares3,291 from 3,551
Change-260 (-7%)
Value$498.9K (-$74.8K)
Filed 2026-10-22
Goldstein Advisors, LLC
DECREASED
Shares3,272 from 141,576
Change-138,304 (-98%)
Value$496.0K (-$22.4M)
Filed 2026-10-15
Valen Private Capital, LLC
NEW
Shares3,220
Change+3,220
Value$488.1K
Filed 2026-10-23
Financial Freedom, LLC
INCREASED
Shares3,197 from 3,104
Change+93 (+3%)
Value$484.6K (-$16.7K)
Filed 2026-11-06
Almanack Investment Partners, Llc.
NEW
Shares3,154
Change+3,154
Value$478.1K
Filed 2026-11-03
Quantum Financial Partners LLC
INCREASED
Shares3,150 from 2,425
Change+725 (+30%)
Value$477.5K (+$85.7K)
Filed 2026-10-19
BAM Wealth Management, LLC
INCREASED
Shares3,136 from 2,489
Change+647 (+26%)
Value$475.4K (+$73.3K)
Filed 2026-10-15
PNC Financial Services Group, Inc.
DECREASED
Shares3,132 from 5,541
Change-2,409 (-43%)
Value$474.7K (-$420.3K)
Filed 2026-11-06
WealthBridge Capital Management, LLC
INCREASED
Shares3,126 from 1,932
Change+1,194 (+62%)
Value$473.9K (+$161.8K)
Filed 2026-10-16
Compound Planning, Inc.
DECREASED
Shares3,111 from 10,851
Change-7,740 (-71%)
Value$471.6K (-$1.3M)
Filed 2026-11-05
Tradewinds Capital Management, LLC
INCREASED
Shares3,092 from 2,734
Change+358 (+13%)
Value$468.7K (+$27.0K)
Filed 2026-10-23
Moran Wealth Management, LLC
INCREASED
Shares3,081 from 2,286
Change+795 (+35%)
Value$467.0K (+$97.7K)
Filed 2026-10-22
Rhodes Investment Advisors Inc
NEW
Shares3,065
Change+3,065
Value$464.6K
Filed 2026-10-07
Level Wealth Management LLC
INCREASED
Shares3,062 from 2,593
Change+469 (+18%)
Value$464.2K (+$45.4K)
Filed 2026-10-23
Strategic Blueprint, LLC
DECREASED
Shares3,059 from 13,071
Change-10,012 (-77%)
Value$463.6K (-$1.6M)
Filed 2026-10-22
Signal Advisors Wealth, LLC
DECREASED
Shares3,019 from 6,220
Change-3,201 (-51%)
Value$457.6K (-$547.2K)
Filed 2026-10-13
Fortitude Advisory Group L.L.C.
DECREASED
Shares3,015 from 3,929
Change-914 (-23%)
Value$457.0K (-$177.7K)
Filed 2026-10-15
Cookson Peirce & Co Inc
NEW
Shares3,005
Change+3,005
Value$455.5K
Filed 2026-10-30
Hourglass Capital, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$454.7K (-$29.9K)
Filed 2026-10-26
Richmond Investment Services, LLC
INCREASED
Shares2,978 from 2,941
Change+37 (+1%)
Value$451.3K (-$23.8K)
Filed 2026-10-29
Tucker Asset Management LLC
UNCHANGED
Shares2,969 from 2,969
Change0 (0%)
Value$450.0K (-$29.6K)
Filed 2026-10-29
WealthPoint Financial, LLC
DECREASED
Shares2,943 from 14,093
Change-11,150 (-79%)
Value$446.1K (-$1.8M)
Filed 2026-11-03
Intelligence Driven Advisers, LLC
UNCHANGED
Shares2,877 from 2,877
Change0 (0%)
Value$436.1K (-$28.7K)
Filed 2026-10-09
TCV Trust & Wealth Management, Inc.
DECREASED
Shares2,835 from 2,871
Change-36 (-1%)
Value$429.7K (-$34.1K)
Filed 2026-10-16
Meadowbrook Wealth Management, LLC
DECREASED
Shares2,827 from 2,887
Change-60 (-2%)
Value$428.6K (-$19.9K)
Filed 2026-10-08
Sound Income Strategies, LLC
DECREASED
Shares2,822 from 5,016
Change-2,194 (-44%)
Value$425.7K (-$384.7K)
Filed 2026-10-09
WealthPlan Investment Management, LLC
DECREASED
Shares2,743 from 2,960
Change-217 (-7%)
Value$415.8K (-$62.4K)
Filed 2026-10-15
Providence First Trust Co
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$409.3K (-$26.9K)
Filed 2026-11-02
GK Wealth Management LLC
DECREASED
Shares2,681 from 3,264
Change-583 (-18%)
Value$406.4K (-$120.9K)
Filed 2026-10-09
PKS Advisory Services, LLC
UNCHANGED
Shares2,677 from 2,677
Change0 (0%)
Value$432.5K ($0)
Filed 2026-10-26
D.A. Davidson & Co.
INCREASED
Shares2,666 from 2,083
Change+583 (+28%)
Value$404.1K (+$67.6K)
Filed 2026-10-28
Ascent Group, LLC
DECREASED
Shares2,620 from 197,756
Change-195,136 (-99%)
Value$397.1K (-$31.5M)
Filed 2026-10-30
Certified Advisory Corp
INCREASED
Shares2,548 from 2,544
Change+4 (+0%)
Value$386.2K (-$24.7K)
Filed 2026-10-29
Total Clarity Wealth Management, Inc.
INCREASED
Shares2,523 from 1,904
Change+619 (+33%)
Value$382.4K (+$74.8K)
Filed 2026-10-26
Partners Wealth Management, LLC
NEW
Shares2,481
Change+2,481
Value$376.1K
Filed 2026-10-28
Lebenthal Global Advisors, LLC
INCREASED
Shares2,460 from 2,440
Change+20 (+1%)
Value$372.9K (-$21.3K)
Filed 2026-10-28
Parallel Advisors, LLC
DECREASED
Shares2,429 from 2,998
Change-569 (-19%)
Value$368.3K (-$116.1K)
Filed 2026-11-03
Primoris Wealth Advisors, LLC
UNCHANGED
Shares2,415 from 2,415
Change0 (0%)
Value$366.1K (-$24.1K)
Filed 2026-10-28
Schuylkill Financial LLC
DECREASED
Shares2,388 from 9,364
Change-6,976 (-74%)
Value$362.0K (-$1.2M)
Filed 2026-10-21
Castleview Partners, LLC
DECREASED
Shares2,360 from 6,069
Change-3,709 (-61%)
Value$357.8K (-$622.6K)
Filed 2026-10-09
Bell Investment Advisors, Inc
INCREASED
Shares2,354 from 2,350
Change+4 (+0%)
Value$356.8K (-$22.8K)
Filed 2026-10-29
Cullen T Bankers, Inc.
INCREASED
Shares2,337 from 207
Change+2,130 (+1029%)
Value$354.3K (+$320.9K)
Filed 2026-10-28
Private Trust Co NA
INCREASED
Shares2,307 from 1,638
Change+669 (+41%)
Value$349.7K (+$85.1K)
Filed 2026-10-20
Axos Invest Inc.
INCREASED
Shares2,233 from 2,065
Change+168 (+8%)
Value$338.5K (+$4.8K)
Filed 2026-10-21
Entrewealth, LLC
NEW
Shares2,211
Change+2,211
Value$335.1K
Filed 2026-10-14
Ascentis Independent Advisors
NEW
Shares2,200
Change+2,200
Value$333.5K
Filed 2026-11-03
Midwest Financial Network, LLC
INCREASED
Shares2,191 from 1,927
Change+264 (+14%)
Value$332.1K (+$20.9K)
Filed 2026-10-13
WBI Investments, LLC
INCREASED
Shares2,158 from 1,797
Change+361 (+20%)
Value$327.2K (+$36.8K)
Filed 2026-11-05
Integrated Capital Management, LLC
INCREASED
Shares2,154 from 1,857
Change+297 (+16%)
Value$326.5K (+$26.6K)
Filed 2026-10-23
Segment Wealth Management, LLC
UNCHANGED
Shares2,130 from 2,130
Change0 (0%)
Value$322.9K (-$21.2K)
Filed 2026-10-26
Revisor Wealth Management LLC
INCREASED
Shares2,077 from 1,941
Change+136 (+7%)
Value$302.4K (-$11.1K)
Filed 2026-10-20
Lido Advisors, LLC
INCREASED
Shares2,037 from 1,898
Change+139 (+7%)
Value$308.9K (+$2.1K)
Filed 2026-11-04
HUB Investment Partners, LLC
INCREASED
Shares2,028 from 1,812
Change+216 (+12%)
Value$307.4K (+$14.7K)
Filed 2026-11-03
Asset One Wealth Management LLC
DECREASED
Shares2,027 from 2,101
Change-74 (-4%)
Value$307.3K (-$7.9K)
Filed 2026-11-02
D'Orazio & Associates, Inc.
INCREASED
Shares2,024 from 2,011
Change+13 (+1%)
Value$306.8K (-$18.1K)
Filed 2026-11-04
Cooper Financial Group
DECREASED
Shares1,987 from 2,047
Change-60 (-3%)
Value$301.2K (-$29.5K)
Filed 2026-10-07
Hobbs Wealth Management, LLC
DECREASED
Shares1,980 from 31,860
Change-29,880 (-94%)
Value$300.2K (-$4.8M)
Filed 2026-10-20
Sarver Vrooman Wealth Advisors
INCREASED
Shares1,974 from 1,216
Change+758 (+62%)
Value$299.2K (+$110.0K)
Filed 2026-10-01
Lantern Wealth Advisors, LLC
DECREASED
Shares1,962 from 4,766
Change-2,804 (-59%)
Value$297.4K (-$472.5K)
Filed 2026-10-22
Indivisible Partners
INCREASED
Shares1,951 from 1,948
Change+3 (+0%)
Value$295.7K (-$18.9K)
Filed 2026-10-26
Stirlingshire Investments, Inc.
NEW
Shares1,941
Change+1,941
Value$294.3K
Filed 2026-11-05
Firethorn Wealth Partners, LLC
DECREASED
Shares1,906 from 7,858
Change-5,952 (-76%)
Value$288.9K (-$980.5K)
Filed 2026-10-14
Larson Financial Group LLC
INCREASED
Shares1,890 from 1,421
Change+469 (+33%)
Value$286.5K (+$56.9K)
Filed 2026-11-05
McKinley Carter Wealth Services, Inc.
UNCHANGED
Shares1,867 from 1,867
Change0 (0%)
Value$283.0K (-$18.6K)
Filed 2026-10-16
Sutton Place Investors LLC
DECREASED
Shares1,864 from 7,996
Change-6,132 (-77%)
Value$282.5K (-$1.0M)
Filed 2026-10-20
Virtue Capital Management, LLC
NEW
Shares1,830
Change+1,830
Value$277.4K
Filed 2026-10-29
Welch Group, LLC
NEW
Shares1,819
Change+1,819
Value$275.7K
Filed 2026-10-29
MSH Capital Advisors LLC
DECREASED
Shares1,785 from 3,884
Change-2,099 (-54%)
Value$270.6K (-$356.8K)
Filed 2026-11-03
Veltria Advisors Corp.
NEW
Shares1,721
Change+1,721
Value$260.9K
Filed 2026-11-05
Brighton Jones LLC
NEW
Shares1,709
Change+1,709
Value$259.0K
Filed 2026-11-03
Eagle Strategies LLC
INCREASED
Shares1,703 from 1,601
Change+102 (+6%)
Value$258.1K (-$527)
Filed 2026-10-16
AlphaStar Capital Management, LLC
NEW
Shares1,680
Change+1,680
Value$254.6K
Filed 2026-10-16
Nfsg Corp
INCREASED
Shares1,671 from 1
Change+1,670 (+167000%)
Value$253.3K (+$253.1K)
Filed 2026-10-15
Elevated Capital Advisors, LLC
INCREASED
Shares1,655 from 1,075
Change+580 (+54%)
Value$250.9K (+$77.3K)
Filed 2026-11-04
SeaCrest Wealth Management, LLC
DECREASED
Shares1,644 from 1,824
Change-180 (-10%)
Value$249.2K (-$45.5K)
Filed 2026-10-21
Cape Investment Advisory, Inc.
INCREASED
Shares1,644 from 1,612
Change+32 (+2%)
Value$249.2K (-$11.3K)
Filed 2026-10-13
Stewardship Advisors, LLC
INCREASED
Shares1,639 from 1,513
Change+126 (+8%)
Value$248.4K (+$4.0K)
Filed 2026-10-20
Howard Financial Services, Ltd.
INCREASED
Shares1,576 from 1,546
Change+30 (+2%)
Value$238.9K (-$10.9K)
Filed 2026-10-15
Bryn Mawr Trust Advisors, LLC
UNCHANGED
Shares1,565 from 1,565
Change0 (0%)
Value$237.2K (-$15.6K)
Filed 2026-11-04
NWF Advisory Services Inc.
UNCHANGED
Shares1,532 from 1,532
Change0 (0%)
Value$232.2K (-$15.3K)
Filed 2026-10-19
J. Safra Sarasin Holding AG
NEW
Shares1,525
Change+1,525
Value$231.2K
Filed 2026-10-26
Falcon Wealth Planning
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$227.4K (-$14.9K)
Filed 2026-11-06
Advisor OS, LLC
DECREASED
Shares1,496 from 2,267
Change-771 (-34%)
Value$226.8K (-$139.4K)
Filed 2026-11-03
HRC Wealth Management, LLC
INCREASED
Shares1,491 from 1,488
Change+3 (+0%)
Value$226.0K (-$14.5K)
Filed 2026-10-16
Modera Wealth Management, LLC
NEW
Shares1,468
Change+1,468
Value$222.5K
Filed 2026-10-28
XY Planning Network, Inc.
DECREASED
Shares1,429 from 11,669
Change-10,240 (-88%)
Value$216.6K (-$1.7M)
Filed 2026-10-14
B. Riley Wealth Advisors, Inc.
DECREASED
Shares1,414 from 1,815
Change-401 (-22%)
Value$214.3K (-$73.4K)
Filed 2026-10-13
Signature Estate & Investment Advisors LLC
DECREASED
Shares1,410 from 3,302
Change-1,892 (-57%)
Value$213.7K (-$319.7K)
Filed 2026-10-13
MLG Wealth Management DBA Pine Grove Financial Group
NEW
Shares1,375
Change+1,375
Value$208.4K
Filed 2026-10-13
Sage Mountain Advisors LLC
UNCHANGED
Shares1,363 from 1,363
Change0 (0%)
Value$206.6K (-$13.6K)
Filed 2026-11-02
Barclays PLC
INCREASED
Shares1,360 from 680
Change+680 (+100%)
Value$206.1K (+$96.3K)
Filed 2026-11-06
City Center Advisors, LLC
INCREASED
Shares1,357 from 1,254
Change+103 (+8%)
Value$205.7K (+$3.1K)
Filed 2026-10-08
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares1,354 from 1,333
Change+21 (+2%)
Value$205.2K (-$10.1K)
Filed 2026-10-16
Physician Wealth Advisors, Inc.
DECREASED
Shares1,257 from 80,324
Change-79,067 (-98%)
Value$190.6K (-$12.8M)
Filed 2026-10-20
Lodestone Wealth Management LLC
UNCHANGED
Shares1,126 from 1,126
Change0 (0%)
Value$170.7K (-$11.2K)
Filed 2026-10-14
Trust Co of Vermont
INCREASED
Shares937 from 771
Change+166 (+22%)
Value$142.0K (+$17.5K)
Filed 2026-10-21
Heritage Family Offices, LLP
NEW
Shares930
Change+930
Value$141.0K
Filed 2026-11-02
Root Financial Partners, LLC
NEW
Shares913
Change+913
Value$138.4K
Filed 2026-10-21
Glass Jacobson Investment Advisors llc
NEW
Shares824
Change+824
Value$124.9K
Filed 2026-10-26
Clearstead Advisors, LLC
INCREASED
Shares787 from 765
Change+22 (+3%)
Value$119.4K (-$4.3K)
Filed 2026-11-06
Godsey & Gibb, Inc
UNCHANGED
Shares783 from 783
Change0 (0%)
Value$118.7K (-$7.8K)
Filed 2026-10-14
Gamma Investing LLC
UNCHANGED
Shares703 from 703
Change0 (0%)
Value$106.6K (-$7.0K)
Filed 2026-10-08
Team Financial Group, LLC
NEW
Shares695
Change+695
Value$105.3K
Filed 2026-10-30
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares681 from 2,392
Change-1,711 (-72%)
Value$103.2K (-$283.2K)
Filed 2026-10-14
Abound Wealth Management
INCREASED
Shares678 from 90
Change+588 (+653%)
Value$102.7K (+$88.2K)
Filed 2026-10-26
Comprehensive Financial Planning, Inc.
DECREASED
Shares521 from 4,669
Change-4,148 (-89%)
Value$79.0K (-$675.2K)
Filed 2026-10-27
Salomon & Ludwin, LLC
DECREASED
Shares481 from 492
Change-11 (-2%)
Value$72.9K (-$3.4K)
Filed 2026-10-29
AlphaCore Capital LLC
NEW
Shares450
Change+450
Value$68.2K
Filed 2026-11-04
Zions Bancorporation, National Association
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$68.2K (-$4.5K)
Filed 2026-11-06
William Mack & Associates, Inc.
NEW
Shares436
Change+436
Value$66.1K
Filed 2026-10-27
Rossby Financial, LCC
INCREASED
Shares432 from 290
Change+142 (+49%)
Value$65.5K (+$18.6K)
Filed 2026-11-05
GHP Investment Advisors, Inc.
DECREASED
Shares414 from 429
Change-15 (-3%)
Value$62.8K (-$6.5K)
Filed 2026-10-15
Networth Advisors, LLC
DECREASED
Shares406 from 421
Change-15 (-4%)
Value$61.5K (-$6.5K)
Filed 2026-11-03
Kingdom Financial Group Llc.
DECREASED
Shares383 from 404
Change-21 (-5%)
Value$58.1K (-$7.2K)
Filed 2026-11-04
Russell Investments Group, Ltd.
INCREASED
Shares355 from 48
Change+307 (+640%)
Value$53.8K (+$46.1K)
Filed 2026-11-06
Triumph Capital Management
DECREASED
Shares336 from 597
Change-261 (-44%)
Value$50.9K (-$45.5K)
Filed 2026-10-14
City State Bank
INCREASED
Shares300 from 4
Change+296 (+7400%)
Value$45.5K (+$44.8K)
Filed 2026-10-20
UMB Private Wealth Management, LLC
NEW
Shares288
Change+288
Value$43.7K
Filed 2026-10-19
Caldwell Trust Co
NEW
Shares276
Change+276
Value$41.8K
Filed 2026-10-30
Lanark Financial, Inc.
UNCHANGED
Shares272 from 272
Change0 (0%)
Value$41.3K (-$2.7K)
Filed 2026-10-26
Monetary Solutions, Ltd
NEW
Shares270
Change+270
Value$40.9K
Filed 2026-10-22
Montgomery Financial Services LLC
DECREASED
Shares263 from 286
Change-23 (-8%)
Value$39.9K (-$6.3K)
Filed 2026-11-03
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares251 from 251
Change0 (0%)
Value$38.0K (-$2.5K)
Filed 2026-11-02
Toth Financial Advisory Corp
NEW
Shares227
Change+227
Value$34.4K
Filed 2026-10-08
Rosenberg Matthew Hamilton
NEW
Shares215
Change+215
Value$32.6K
Filed 2026-10-05
Ascentis Wealth Management, LLC
UNCHANGED
Shares205 from 205
Change0 (0%)
Value$31.2K (-$2.1K)
Filed 2026-11-03
Wealth Analytics Partners, LLC
NEW
Shares200
Change+200
Value$30.3K
Filed 2026-10-19
Princeton Global Asset Management LLC
UNCHANGED
Shares152 from 152
Change0 (0%)
Value$23.0K (-$1.5K)
Filed 2026-10-21
Central Trust Co
NEW
Shares146
Change+146
Value$22.1K
Filed 2026-11-05
Blue Bell Private Wealth Management, LLC
NEW
Shares135
Change+135
Value$20.5K
Filed 2026-10-29
Catherine Avery Investment Management LLC
UNCHANGED
Shares126 from 126
Change0 (0%)
Value$19.1K (-$1.3K)
Filed 2026-10-14
Archer Investment Corp
UNCHANGED
Shares124 from 124
Change0 (0%)
Value$18.8K (-$1.2K)
Filed 2026-11-05
Rothwell Investment Advisors, LLC
NEW
Shares100
Change+100
Value$15.2K
Filed 2026-11-06
Armstrong Advisory Group, Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$15.2K (-$996)
Filed 2026-10-09
Valley National Advisers Inc
NEW
Shares85
Change+85
Value$12.9K
Filed 2026-10-23
Downshift Financial, LLC
NEW
Shares68
Change+68
Value$10.3K
Filed 2026-10-13
Allspring Global Investments Holdings, LLC
NEW
Shares67
Change+67
Value$10.3K
Filed 2026-11-04
Asset Dedication, LLC
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$7.8K (-$501)
Filed 2026-11-03
Friedenthal Financial
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$6.4K (-$411)
Filed 2026-10-27
CX Institutional
NEW
Shares35
Change+35
Value$5
Filed 2026-10-02
Signature Equity Partners, LLC
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$5.0K (-$329)
Filed 2026-10-29
Provenance Wealth Advisors, LLC
NEW
Shares30
Change+30
Value$4.5K
Filed 2026-10-30
RHL Group, LLC
INCREASED
Shares29 from 26
Change+3 (+12%)
Value$4.5K (+$249)
Filed 2026-11-04
Gen-Wealth Partners Inc
DECREASED
Shares15 from 25,176
Change-25,161 (-100%)
Value$2.3K (-$4.1M)
Filed 2026-11-04
Laurel Wealth Advisors LLC
NEW
Shares12
Change+12
Value$1.8K
Filed 2026-10-27
Silver Grove Financial Group, Inc.
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.8K (-$119)
Filed 2026-11-05
SJS Investment Consulting Inc.
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$1.7K (-$109)
Filed 2026-10-26
Costello Asset Management, Inc
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.5K (-$99)
Filed 2026-10-30
NBT Bank, N.A.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$1.2K (-$79)
Filed 2026-10-21
Proathlete Wealth Management LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$1.2K (-$79)
Filed 2026-10-15
Register Financial Advisors LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$1.2K (-$79)
Filed 2026-10-23
Blue Trust, Inc.
NEW
Shares7
Change+7
Value$1.1K
Filed 2026-10-15
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$909 (-$60)
Filed 2026-10-27
Barrett & Company, Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$611 (-$40)
Filed 2026-10-22
Fortitude Family Office, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$606 (-$40)
Filed 2026-10-14
DecisionPoint Financial, LLC
NEW
Shares1
Change+1
Value$153
Filed 2026-10-27
Hughes Financial Services, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$142 (-$20)
Filed 2026-10-30
Marks Wealth, LLC
CLOSED
Shares0 from 239,332
Change-239,332 (-100%)
Value$0 (-$38.7M)
Filed 2026-10-30
Horst & Graben Wealth Management LLC
CLOSED
Shares0 from 83,232
Change-83,232 (-100%)
Value$0 (-$12.9M)
Filed 2026-11-02
Security Financial Services, Inc.
CLOSED
Shares0 from 65,651
Change-65,651 (-100%)
Value$0 (-$10.6M)
Filed 2026-10-29
Convergence Financial, LLC
CLOSED
Shares0 from 64,256
Change-64,256 (-100%)
Value$0 (-$10.4M)
Filed 2026-10-27
WIN Advisors, Inc
CLOSED
Shares0 from 59,881
Change-59,881 (-100%)
Value$0 (-$9.7M)
Filed 2026-11-06
Cardinal Strategic Wealth Guidance
CLOSED
Shares0 from 46,286
Change-46,286 (-100%)
Value$0 (-$7.5M)
Filed 2026-11-02
Gilbert Capital Group, Inc.
CLOSED
Shares0 from 37,303
Change-37,303 (-100%)
Value$0 (-$6.0M)
Filed 2026-10-28
Watershed Private Wealth LLC
CLOSED
Shares0 from 31,857
Change-31,857 (-100%)
Value$0 (-$5.1M)
Filed 2026-10-30
Cobblestone Asset Management LLC
CLOSED
Shares0 from 31,197
Change-31,197 (-100%)
Value$0 (-$5.0M)
Filed 2026-10-13
A4 Wealth Advisors LLC
CLOSED
Shares0 from 25,985
Change-25,985 (-100%)
Value$0 (-$4.2M)
Filed 2026-10-20
Milestone Asset Management, LLC
CLOSED
Shares0 from 20,696
Change-20,696 (-100%)
Value$0 (-$3.3M)
Filed 2026-10-15
Lunt Capital Management, Inc.
CLOSED
Shares0 from 19,959
Change-19,959 (-100%)
Value$0 (-$3.2M)
Filed 2026-10-30
Park Edge Advisors, LLC
CLOSED
Shares0 from 19,724
Change-19,724 (-100%)
Value$0 (-$3.2M)
Filed 2026-10-28
Orca Investment Management, LLC
CLOSED
Shares0 from 17,550
Change-17,550 (-100%)
Value$0 (-$2.8M)
Filed 2026-10-29
Herbst Group, LLC
CLOSED
Shares0 from 15,365
Change-15,365 (-100%)
Value$0 (-$2.5M)
Filed 2026-10-20
Apeiron RIA LLC
CLOSED
Shares0 from 11,282
Change-11,282 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-08
WealthPLAN Partners, LLC
CLOSED
Shares0 from 10,504
Change-10,504 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-15
Peachtree Investment Partners, LLC
CLOSED
Shares0 from 10,027
Change-10,027 (-100%)
Value$0 (-$1.6M)
Filed 2026-11-05
Arwa LLC
CLOSED
Shares0 from 9,260
Change-9,260 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-21
Merkkuri Wealth Advisors LLC
CLOSED
Shares0 from 7,652
Change-7,652 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-03
Lionsbridge Wealth Management LLC
CLOSED
Shares0 from 6,116
Change-6,116 (-100%)
Value$0 (-$988.0K)
Filed 2026-10-26
RDA Financial Network
CLOSED
Shares0 from 5,518
Change-5,518 (-100%)
Value$0 (-$891.4K)
Filed 2026-10-15
TBH Global Asset Management, LLC
CLOSED
Shares0 from 4,925
Change-4,925 (-100%)
Value$0 (-$795.6K)
Filed 2026-11-03
Exchange Traded Concepts, LLC
CLOSED
Shares0 from 4,534
Change-4,534 (-100%)
Value$0 (-$732.4K)
Filed 2026-10-28
Ocean Park Asset Management, LLC
CLOSED
Shares0 from 4,534
Change-4,534 (-100%)
Value$0 (-$732.4K)
Filed 2026-10-21
Strategic Wealth Investment Group, LLC
CLOSED
Shares0 from 4,503
Change-4,503 (-100%)
Value$0 (-$727.4K)
Filed 2026-10-29
Sanchez Gaunt Capital Management, LLC
CLOSED
Shares0 from 4,471
Change-4,471 (-100%)
Value$0 (-$722.2K)
Filed 2026-11-03
MN Wealth Advisors, LLC
CLOSED
Shares0 from 4,067
Change-4,067 (-100%)
Value$0 (-$657.0K)
Filed 2026-10-23
MKT Advisors LLC
CLOSED
Shares0 from 4,043
Change-4,043 (-100%)
Value$0 (-$604.1K)
Filed 2026-10-20
Scarborough Advisors, LLC
CLOSED
Shares0 from 3,813
Change-3,813 (-100%)
Value$0 (-$581.4K)
Filed 2026-10-16
Caliber Wealth Management, LLC / KS
CLOSED
Shares0 from 3,056
Change-3,056 (-100%)
Value$0 (-$493.6K)
Filed 2026-11-04
Parkway Wealth Management Group, LLC
CLOSED
Shares0 from 3,013
Change-3,013 (-100%)
Value$0 (-$486.7K)
Filed 2026-10-20
Advisor Resource Council
CLOSED
Shares0 from 2,940
Change-2,940 (-100%)
Value$0 (-$474.9K)
Filed 2026-11-05
Oregon Pacific Wealth Management, LLC
CLOSED
Shares0 from 2,597
Change-2,597 (-100%)
Value$0 (-$419.5K)
Filed 2026-10-20
Integras Partners LLC
CLOSED
Shares0 from 2,467
Change-2,467 (-100%)
Value$0 (-$398.5K)
Filed 2026-10-30
Beacon Financial Group
CLOSED
Shares0 from 2,199
Change-2,199 (-100%)
Value$0 (-$355.2K)
Filed 2026-10-19
Ledyard National Bank
CLOSED
Shares0 from 1,784
Change-1,784 (-100%)
Value$0 (-$288.2K)
Filed 2026-10-21
Mission Wealth Management, LP
CLOSED
Shares0 from 1,777
Change-1,777 (-100%)
Value$0 (-$287.0K)
Filed 2026-10-15
Silverlake Wealth Management LLC
CLOSED
Shares0 from 1,770
Change-1,770 (-100%)
Value$0 (-$285.9K)
Filed 2026-10-21
Tenet Wealth Partners, LLC
CLOSED
Shares0 from 1,688
Change-1,688 (-100%)
Value$0 (-$244.3K)
Filed 2026-10-19
Asset Allocation Strategies LLC
CLOSED
Shares0 from 1,658
Change-1,658 (-100%)
Value$0 (-$267.8K)
Filed 2026-10-20
Syntegra Private Wealth Group, LLC
CLOSED
Shares0 from 1,560
Change-1,560 (-100%)
Value$0 (-$252.0K)
Filed 2026-10-13
Saxon Interests, Inc.
CLOSED
Shares0 from 1,412
Change-1,412 (-100%)
Value$0 (-$228.1K)
Filed 2026-10-26
Elevation Wealth Management LLC
CLOSED
Shares0 from 1,353
Change-1,353 (-100%)
Value$0 (-$218.6K)
Filed 2026-11-02
HBE Wealth Management, LLC
CLOSED
Shares0 from 1,311
Change-1,311 (-100%)
Value$0 (-$211.8K)
Filed 2026-11-06
Sugar Maple Asset Management, LLC
CLOSED
Shares0 from 1,270
Change-1,270 (-100%)
Value$0 (-$205.2K)
Filed 2026-10-13
GFS Advisors, LLC
CLOSED
Shares0 from 760
Change-760 (-100%)
Value$0 (-$217.6K)
Filed 2026-11-03
Stone House Investment Management, LLC
CLOSED
Shares0 from 550
Change-550 (-100%)
Value$0 (-$88.8K)
Filed 2026-10-23
Global Trust Asset Management, LLC
CLOSED
Shares0 from 525
Change-525 (-100%)
Value$0 (-$84.8K)
Filed 2026-10-19
Wellington Grp LLC
CLOSED
Shares0 from 458
Change-458 (-100%)
Value$0 (-$51.3K)
Filed 2026-11-06
Robinswood Financial LLC
CLOSED
Shares0 from 214
Change-214 (-100%)
Value$0 (-$34.6K)
Filed 2026-10-20
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 140
Change-140 (-100%)
Value$0 (-$22.7K)
Filed 2026-11-06
BankPlus Trust Department
CLOSED
Shares0 from 93
Change-93 (-100%)
Value$0 (-$15.0K)
Filed 2026-11-06
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 88
Change-88 (-100%)
Value$0 (-$14.2K)
Filed 2026-10-26
Realta Investment Advisors
CLOSED
Shares0 from 48
Change-48 (-100%)
Value$0 (-$7.8K)
Filed 2026-10-14
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 38
Change-38 (-100%)
Value$0 (-$6.1K)
Filed 2026-11-04
LifeSteps Financial, Inc.
CLOSED
Shares0 from 36
Change-36 (-100%)
Value$0 (-$5.8K)
Filed 2026-10-15
Cornerstone Planning Group LLC
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$4.5K)
Filed 2026-10-16
Signature Resources Capital Management, LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$485)
Filed 2026-10-16
Pillar Financial Advisors, LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$485)
Filed 2026-10-21
Parkside Financial Bank & Trust
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$485)
Filed 2026-10-27
Coston, McIsaac & Partners
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2026-11-06
Signaturefd, LLC
UNCHANGED
Shares0 from 0
Change0
Value$4 ($0)
Filed 2026-10-23
Morgan Stanley
N/A
Shares— from 3,538,672
Change-3,538,672 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,215,212
Change-3,215,212 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,822,485
Change-1,822,485 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,651,011
Change-1,651,011 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,479,343
Change-1,479,343 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,471,099
Change-1,471,099 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,109,590
Change-1,109,590 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,049,639
Change-1,049,639 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 980,323
Change-980,323 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 912,173
Change-912,173 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 751,352
Change-751,352 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 721,878
Change-721,878 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 711,587
Change-711,587 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 659,465
Change-659,465 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 638,049
Change-638,049 (-100%)
Value—
UBS Group AG
N/A
Shares— from 588,006
Change-588,006 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 574,305
Change-574,305 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 550,659
Change-550,659 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 413,793
Change-413,793 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 338,517
Change-338,517 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 301,526
Change-301,526 (-100%)
Value—
Invst, LLC
N/A
Shares— from 284,962
Change-284,962 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 267,862
Change-267,862 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 255,060
Change-255,060 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 251,472
Change-251,472 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 251,437
Change-251,437 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 224,100
Change-224,100 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 222,301
Change-222,301 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 205,771
Change-205,771 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 201,647
Change-201,647 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 200,379
Change-200,379 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 193,800
Change-193,800 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 193,442
Change-193,442 (-100%)
Value—
Legacy Capital Wealth Management, LLC
N/A
Shares— from 161,592
Change-161,592 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 150,022
Change-150,022 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 146,285
Change-146,285 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 144,435
Change-144,435 (-100%)
Value—
Fischer Investment Strategies, LLC
N/A
Shares— from 139,640
Change-139,640 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 136,683
Change-136,683 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 135,772
Change-135,772 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 129,338
Change-129,338 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 125,282
Change-125,282 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 117,803
Change-117,803 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 117,528
Change-117,528 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 114,970
Change-114,970 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 107,973
Change-107,973 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 97,417
Change-97,417 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 93,707
Change-93,707 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 93,613
Change-93,613 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 92,559
Change-92,559 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 88,256
Change-88,256 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 87,176
Change-87,176 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 84,810
Change-84,810 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 82,862
Change-82,862 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 74,923
Change-74,923 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 73,567
Change-73,567 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 71,816
Change-71,816 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 69,655
Change-69,655 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 69,060
Change-69,060 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 66,357
Change-66,357 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 66,292
Change-66,292 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 65,912
Change-65,912 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 64,487
Change-64,487 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 62,986
Change-62,986 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 61,649
Change-61,649 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 59,745
Change-59,745 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 59,128
Change-59,128 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 56,556
Change-56,556 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 55,609
Change-55,609 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 54,969
Change-54,969 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 54,246
Change-54,246 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 53,599
Change-53,599 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 53,314
Change-53,314 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 52,096
Change-52,096 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 51,011
Change-51,011 (-100%)
Value—
Betterment LLC
N/A
Shares— from 49,106
Change-49,106 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 46,975
Change-46,975 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 46,459
Change-46,459 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 46,139
Change-46,139 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 45,415
Change-45,415 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 44,825
Change-44,825 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 44,492
Change-44,492 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 44,089
Change-44,089 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 43,195
Change-43,195 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 40,544
Change-40,544 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 40,484
Change-40,484 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 40,064
Change-40,064 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 39,726
Change-39,726 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 39,695
Change-39,695 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 37,534
Change-37,534 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 36,022
Change-36,022 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 35,648
Change-35,648 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 35,132
Change-35,132 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 34,895
Change-34,895 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 33,772
Change-33,772 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 32,714
Change-32,714 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 32,588
Change-32,588 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 32,218
Change-32,218 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 30,425
Change-30,425 (-100%)
Value—
ArborFi Advisors, LLC
N/A
Shares— from 29,240
Change-29,240 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 28,953
Change-28,953 (-100%)
Value—
Vista Cima Wealth Management LLC
N/A
Shares— from 28,863
Change-28,863 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 28,263
Change-28,263 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 28,212
Change-28,212 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 27,238
Change-27,238 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 26,893
Change-26,893 (-100%)
Value—
Threadgill Financial, LLC
N/A
Shares— from 26,828
Change-26,828 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 26,722
Change-26,722 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 26,613
Change-26,613 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 26,578
Change-26,578 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 26,205
Change-26,205 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 25,872
Change-25,872 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 25,731
Change-25,731 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 25,706
Change-25,706 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 24,706
Change-24,706 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 24,541
Change-24,541 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 23,845
Change-23,845 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 23,022
Change-23,022 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 22,147
Change-22,147 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 22,016
Change-22,016 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 21,995
Change-21,995 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 21,924
Change-21,924 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 21,528
Change-21,528 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 21,267
Change-21,267 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 20,796
Change-20,796 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 20,573
Change-20,573 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 20,442
Change-20,442 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 19,415
Change-19,415 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 18,593
Change-18,593 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 18,208
Change-18,208 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 17,605
Change-17,605 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 17,471
Change-17,471 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 16,673
Change-16,673 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 16,670
Change-16,670 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 16,534
Change-16,534 (-100%)
Value—
FMR LLC
N/A
Shares— from 16,522
Change-16,522 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 16,334
Change-16,334 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 16,217
Change-16,217 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 16,201
Change-16,201 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 16,156
Change-16,156 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 16,138
Change-16,138 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 15,926
Change-15,926 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 15,817
Change-15,817 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 15,801
Change-15,801 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 15,707
Change-15,707 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 15,387
Change-15,387 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 14,648
Change-14,648 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 14,544
Change-14,544 (-100%)
Value—
&partners
N/A
Shares— from 14,504
Change-14,504 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 13,395
Change-13,395 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 13,330
Change-13,330 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 13,189
Change-13,189 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 12,992
Change-12,992 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 12,528
Change-12,528 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 12,131
Change-12,131 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 11,820
Change-11,820 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 11,810
Change-11,810 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 11,728
Change-11,728 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 11,589
Change-11,589 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 11,144
Change-11,144 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 11,030
Change-11,030 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 10,768
Change-10,768 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 10,754
Change-10,754 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 10,687
Change-10,687 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 10,570
Change-10,570 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 10,535
Change-10,535 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 10,226
Change-10,226 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 10,134
Change-10,134 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 9,942
Change-9,942 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 9,863
Change-9,863 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 9,756
Change-9,756 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 9,560
Change-9,560 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 9,449
Change-9,449 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 9,284
Change-9,284 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 8,806
Change-8,806 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 8,467
Change-8,467 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 8,340
Change-8,340 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 7,914
Change-7,914 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 7,751
Change-7,751 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 7,470
Change-7,470 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 7,430
Change-7,430 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 7,367
Change-7,367 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 7,297
Change-7,297 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 7,110
Change-7,110 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 7,031
Change-7,031 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 6,659
Change-6,659 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 6,647
Change-6,647 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 6,612
Change-6,612 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 6,483
Change-6,483 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 6,481
Change-6,481 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 5,828
Change-5,828 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 5,779
Change-5,779 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 5,509
Change-5,509 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 5,457
Change-5,457 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 5,444
Change-5,444 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 5,427
Change-5,427 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 5,379
Change-5,379 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 5,277
Change-5,277 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 5,202
Change-5,202 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 5,175
Change-5,175 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 5,153
Change-5,153 (-100%)
Value—
Nwam LLC
N/A
Shares— from 5,139
Change-5,139 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 5,060
Change-5,060 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 4,988
Change-4,988 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 4,622
Change-4,622 (-100%)
Value—
Optimus Capital Advisors, LLC
N/A
Shares— from 4,499
Change-4,499 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 4,497
Change-4,497 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 4,495
Change-4,495 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 4,479
Change-4,479 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 4,281
Change-4,281 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 4,251
Change-4,251 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 4,184
Change-4,184 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 4,078
Change-4,078 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 4,068
Change-4,068 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 3,835
Change-3,835 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 3,793
Change-3,793 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 3,712
Change-3,712 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 3,660
Change-3,660 (-100%)
Value—
Stephens Inc
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 3,417
Change-3,417 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 3,397
Change-3,397 (-100%)
Value—
Alpha Capital Advisors Inc
N/A
Shares— from 3,322
Change-3,322 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 3,282
Change-3,282 (-100%)
Value—
Envision Financial Transparency, LLC
N/A
Shares— from 3,250
Change-3,250 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 3,226
Change-3,226 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 3,117
Change-3,117 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 3,099
Change-3,099 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 3,021
Change-3,021 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 3,016
Change-3,016 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,943
Change-2,943 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 2,933
Change-2,933 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 2,872
Change-2,872 (-100%)
Value—
Robinhood Asset Management, LLC
N/A
Shares— from 2,832
Change-2,832 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 2,814
Change-2,814 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 2,781
Change-2,781 (-100%)
Value—
First Western Trust Bank
N/A
Shares— from 2,763
Change-2,763 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 2,660
Change-2,660 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 2,652
Change-2,652 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 2,634
Change-2,634 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 2,622
Change-2,622 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 2,619
Change-2,619 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 2,618
Change-2,618 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 2,583
Change-2,583 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 2,537
Change-2,537 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 2,533
Change-2,533 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 2,490
Change-2,490 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 2,488
Change-2,488 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 2,382
Change-2,382 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 2,323
Change-2,323 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 2,211
Change-2,211 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 2,209
Change-2,209 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,118
Change-2,118 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 2,057
Change-2,057 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 2,056
Change-2,056 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 2,043
Change-2,043 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 2,028
Change-2,028 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 1,921
Change-1,921 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,913
Change-1,913 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 1,876
Change-1,876 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 1,862
Change-1,862 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 1,793
Change-1,793 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,767
Change-1,767 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 1,738
Change-1,738 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 1,725
Change-1,725 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 1,664
Change-1,664 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 1,648
Change-1,648 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 1,630
Change-1,630 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 1,612
Change-1,612 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 1,609
Change-1,609 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 1,604
Change-1,604 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 1,555
Change-1,555 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 1,515
Change-1,515 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 1,446
Change-1,446 (-100%)
Value—
Parker Investment Management, LLC
N/A
Shares— from 1,409
Change-1,409 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,395
Change-1,395 (-100%)
Value—
Retirement Management Systems Inc.
N/A
Shares— from 1,380
Change-1,380 (-100%)
Value—
Commerce Bank
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 1,321
Change-1,321 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 1,270
Change-1,270 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 1,245
Change-1,245 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 793
Change-793 (-100%)
Value—
Group One Trading LLC
N/A
Shares— from 637
Change-637 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 600
Change-600 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 589
Change-589 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 565
Change-565 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 540
Change-540 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 507
Change-507 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 481
Change-481 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 331
Change-331 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 309
Change-309 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 288
Change-288 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 280
Change-280 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 227
Change-227 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 227
Change-227 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 168
Change-168 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 155
Change-155 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 147
Change-147 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 146
Change-146 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 146
Change-146 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 139
Change-139 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 124
Change-124 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 117
Change-117 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 114
Change-114 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 103
Change-103 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 92
Change-92 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 78
Change-78 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 53
Change-53 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 50
Change-50 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 47
Change-47 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 29
Change-29 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
INCREASED8,210,8737,669,460+541,413+7%$1.2B$1.2B+$5.7M2026-11-06
Vantagepoint Investment Advisers LLC
INCREASED2,332,5312,230,110+102,421+5%$360.3M$353.6M-$6.7M2026-10-26
Cambridge Investment Research Advisors, Inc.
INCREASED1,386,0281,343,836+42,192+3%$217.1M$210.1M-$7.0M2026-11-02
Mirae Asset Global Investments Co., Ltd.
DECREASED787,429869,180-81,751-9%$140.4M$119.4M-$21.0M2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED677,293429,242+248,051+58%$66.0M$102.2M+$36.2M2026-10-13
Commonwealth Equity Services, LLC
DECREASED505,729631,935-126,206-20%$102.1M$76.7M-$25.4M2026-11-02
Alpine Bank Wealth Management
INCREASED498,031490,988+7,043+1%$79.3M$75.5M-$3.8M2026-10-16
TD Private Client Wealth LLC
INCREASED382,186348,450+33,736+10%$56.3M$57.9M+$1.6M2026-10-28
Thrivent Financial for Lutherans
DECREASED364,465546,617-182,152-33%$88.3M$55.3M-$33.0M2026-11-05
Triton Wealth Management, Pllc
INCREASED358,507328,079+30,428+9%$49.4M$47.8M-$1.6M2026-11-04
Trilogy Capital Inc.
INCREASED327,977133,625+194,352+145%$21.6M$49.7M+$28.1M2026-10-20
Timothy G. Youngquist 2020 Irrevocable Trust
NEW308,747—+308,747——$46.8M—2026-10-13
RVW Wealth, LLC
INCREASED272,587259,247+13,340+5%$41.9M$41.3M-$560.1K2026-10-06
Family Investment Center, Inc.
DECREASED271,075330,159-59,084-18%$53.3M$41.1M-$12.2M2026-10-19
Whitaker-Myers Wealth Managers, Ltd.
INCREASED250,052220,770+29,282+13%$35.7M$37.9M+$2.2M2026-10-09
Insight Wealth Strategies, LLC
INCREASED247,018215,430+31,588+15%$33.5M$37.4M+$4.0M2026-10-09
Tompkins Financial Corp
DECREASED244,030245,323-1,293-1%$39.6M$37.0M-$2.6M2026-10-05
Davidson Capital Management Inc.
DECREASED224,963228,169-3,206-1%$36.9M$34.1M-$2.8M2026-10-15
Oppenheimer & Co Inc
INCREASED224,26620,815+203,451+977%$3.4M$34.0M+$30.6M2026-10-26
Meridian Wealth Management, LLC
INCREASED220,572213,710+6,862+3%$34.5M$33.4M-$1.1M2026-11-05
Bull Oak Capital, LLC
INCREASED197,101189,004+8,097+4%$30.5M$29.9M-$655.1K2026-10-23
Meitav Investment House LTD
INCREASED192,3223,242+189,080+5832%$523.7K$29.2M+$28.6M2026-10-28
Seros Financial, LLC
INCREASED179,169177,943+1,226+1%$28.7M$27.2M-$1.6M2026-10-21
HBW Advisory Services LLC
DECREASED173,175263,212-90,037-34%$42.5M$26.2M-$16.3M2026-10-15
Money Concepts Capital Corp
DECREASED169,498600,487-430,989-72%$97.0M$25.7M-$71.3M2026-11-06
Manchester Financial Inc
INCREASED164,893163,474+1,419+1%$26.4M$25.0M-$1.4M2026-10-15
Concurrent Investment Advisors, LLC
INCREASED148,44795,787+52,660+55%$15.5M$22.5M+$7.0M2026-10-16
Altus Wealth Group LLC
DECREASED143,430143,826-3960%$23.2M$21.7M-$1.5M2026-10-20
Avidian Wealth Enterprises, LLC
INCREASED142,62392,795+49,828+54%$15.0M$21.6M+$6.6M2026-10-08
Capstone Wealth Management Group, LLC
NEW141,047—+141,047——$17.1M—2026-11-05
Venture Visionary Partners LLC
INCREASED136,183130,488+5,695+4%$21.1M$20.6M-$436.4K2026-10-07
Park Avenue Securities LLC
DECREASED134,422178,623-44,201-25%$28.9M$20.4M-$8.5M2026-10-26
Dynamic Advisor Solutions LLC
INCREASED130,169128,073+2,096+2%$20.7M$19.7M-$957.9K2026-10-13
Financial Enhancement Group LLC
INCREASED128,321124,217+4,104+3%$20.1M$19.6M-$432.9K2026-10-08
Integrity Alliance, Llc.
INCREASED128,255125,946+2,309+2%$20.3M$19.4M-$904.5K2026-10-29
Truist Financial Corp
INCREASED127,074108,842+18,232+17%$17.6M$19.3M+$1.7M2026-10-30
Pioneer Family Office, LLC
INCREASED119,320110,355+8,965+8%$17.8M$18.1M+$259.9K2026-10-30
Green Ridge Wealth Planning LLC
INCREASED118,636110,026+8,610+8%$17.8M$18.0M+$209.2K2026-10-08
Sierra Ocean, LLC
DECREASED117,988133,258-15,270-11%$21.5M$17.9M-$3.6M2026-11-03
Portfolio Strategies, Inc.
NEW115,958—+115,958——$17.6M—2026-11-06
Level Four Advisory Services, LLC
INCREASED114,951106,491+8,460+8%$17.2M$17.4M+$221.6K2026-11-06
Colonial River Investments, LLC
INCREASED114,56999,908+14,661+15%$16.1M$17.4M+$1.2M2026-10-19
Able Wealth Management LLC
INCREASED113,37969,434+43,945+63%$11.2M$11.3M+$40.2K2026-10-13
Alpha Zero LLC
INCREASED106,38697,504+8,882+9%$14.2M$16.1M+$2.0M2026-11-06
StoneCrest Wealth Management, Inc.
DECREASED101,157101,696-539-1%$16.4M$15.3M-$1.1M2026-11-03
Perigon Wealth Management, LLC
DECREASED99,909164,120-64,211-39%$26.5M$15.1M-$11.4M2026-10-22
Clear Creek Financial Management, LLC
INCREASED99,18693,671+5,515+6%$15.1M$15.0M-$97.0K2026-10-28
Chicago Partners Investment Group LLC
DECREASED97,336101,550-4,214-4%$15.2M$13.5M-$1.7M2026-10-27
Merit Financial Group, LLC
INCREASED96,43753,102+43,335+82%$8.6M$14.6M+$6.0M2026-11-06
Financial Partners Group, Inc
INCREASED91,52484,937+6,587+8%$13.7M$13.9M+$152.5K2026-10-19
Compass Financial Services Inc
DECREASED89,69091,396-1,706-2%$14.8M$13.6M-$1.2M2026-11-06
Lifestyle Asset Management, Inc.
DECREASED88,14391,872-3,729-4%$14.8M$13.4M-$1.5M2026-10-20
Axxcess Wealth Management, LLC
INCREASED87,41079,108+8,302+10%$12.8M$13.2M+$470.6K2026-10-21
Next Level Private LLC
INCREASED87,19167,911+19,280+28%$11.0M$13.2M+$2.2M2026-10-20
Centerpoint Advisory Group
INCREASED83,97880,099+3,879+5%$12.9M$12.7M-$209.9K2026-10-23
Eagle Capital Management, LLC
INCREASED82,59175,572+7,019+9%$12.2K$12.5K+$3112026-10-19
Fortis Group Advisors, LLC
DECREASED79,37297,895-18,523-19%$15.8M$10.8M-$5.0M2026-11-06
Pachira Investments Inc.
INCREASED79,20662,980+16,226+26%$10.2M$12.0M+$1.8M2026-10-14
Basso Capital Management, L.P.
INCREASED78,73571,185+7,550+11%$11.5M$11.9M+$435.4K2026-10-30
Kestra Advisory Services, LLC
INCREASED77,37047,432+29,938+63%$7.7M$11.7M+$4.1M2026-11-02
Farther Finance Advisors, LLC
INCREASED77,06640,146+36,920+92%$6.5M$11.7M+$5.2M2026-10-08
Cadent Capital Advisors, LLC
INCREASED74,8094,687+70,122+1496%$757.1K$11.3M+$10.6M2026-10-09
BNC Wealth Management, LLC
NEW74,416—+74,416——$11.3M—2026-10-19
WealthCare Investment Partners, LLC
INCREASED73,84972,886+963+1%$11.8M$11.2M-$579.9K2026-11-05
Endowment Wealth Management, Inc.
INCREASED72,56966,902+5,667+8%$10.8M$11.0M+$192.6K2026-11-03
Dahring | Cusmano LLC
NEW71,135—+71,135——$10.8M—2026-11-03
Independent Financial Group, LLC
INCREASED69,73652,900+16,836+32%$8.5M$10.6M+$2.0M2026-10-13
Citigroup Inc
INCREASED68,56947,489+21,080+44%$7.7M$10.4M+$2.7M2026-11-04
Hutchens & Kramer Investment Management Group, LLC
DECREASED65,29565,767-472-1%$10.6M$9.9M-$726.6K2026-10-16
Integrity Investment Advisors, LLC
DECREASED64,88372,743-7,860-11%$11.8M$9.8M-$1.9M2026-11-03
VestGen Advisors, LLC
DECREASED62,53163,434-903-1%$10.2M$9.5M-$768.7K2026-10-27
Trademark Financial Management, LLC
DECREASED61,50664,353-2,847-4%$10.4M$9.3M-$1.1M2026-10-23
BNB Wealth Management, LLC
INCREASED60,99059,130+1,860+3%$9.6M$9.2M-$306.9K2026-10-28
Tabr Capital Management, LLC
DECREASED60,82361,652-829-1%$10.0M$9.2M-$739.8K2026-10-20
Creative Planning
INCREASED58,71556,182+2,533+5%$9.1M$8.9M-$175.7K2026-11-02
Wealthcare Advisory Partners LLC
DECREASED58,39659,401-1,005-2%$9.6M$8.9M-$743.9K2026-10-21
IFC & Insurance Marketing, Inc.
DECREASED57,74262,342-4,600-7%$10.1M$8.8M-$1.3M2026-10-16
WJ Wealth Management, LLC
DECREASED57,73762,905-5,168-8%$10.2M$8.8M-$1.4M2026-11-03
Csenge Advisory Group
INCREASED57,53420,616+36,918+179%$3.3M$8.7M+$5.4M2026-11-04
Tactive Advisors, LLC
INCREASED57,14541,841+15,304+37%$6.8M$8.7M+$1.9M2026-10-08
J.W. Cole Advisors, Inc.
INCREASED55,75043,182+12,568+29%$7.0M$8.5M+$1.5M2026-11-05
Prospera Financial Services Inc
INCREASED55,41513,863+41,552+300%$2.2M$7.6M+$5.3M2026-11-04
Professional Financial Advisors, LLC
INCREASED53,77951,034+2,745+5%$8.2M$8.2M-$92.2K2026-10-13
TSG Advice Partners, LLC
NEW53,588—+53,588——$8.7M—2026-10-29
Sigma Planning Corp
DECREASED52,55458,369-5,815-10%$9.4M$8.0M-$1.5M2026-10-23
Legacy Financial Strategies, LLC
INCREASED52,48048,495+3,985+8%$7.8M$8.0M+$121.1K2026-10-15
RFG Advisory, LLC
DECREASED51,87552,639-764-1%$8.5M$7.9M-$640.1K2026-11-03
Creative Financial Designs Inc
DECREASED51,82457,096-5,272-9%$9.2M$7.9M-$1.4M2026-11-04
Wedmont Private Capital
INCREASED48,77745,348+3,429+8%$7.0M$7.4M+$385.3K2026-10-09
Darrow Company, Inc.
DECREASED48,08148,493-412-1%$7.8M$7.3M-$545.4K2026-10-22
First Heartland Consultants, Inc.
INCREASED46,57835,945+10,633+30%$5.8M$7.1M+$1.3M2026-10-08
Cornerstone Wealth Management, LLC
INCREASED46,06543,530+2,535+6%$7.0M$7.0M-$49.3K2026-11-04
WMG Financial Advisors, LLC
UNCHANGED45,92045,92000%$7.4M$7.4M$02026-10-28
TD Waterhouse Canada Inc.
INCREASED45,29642,322+2,974+7%$6.6M$6.9M+$345.3K2026-10-16
Tempus Wealth Planning, LLC
DECREASED44,81460,131-15,317-25%$9.7M$6.8M-$2.9M2026-10-14
Capital Investment Counsel, LLC
INCREASED43,80543,763+42+0%$7.1M$6.6M-$429.5K2026-10-14
CoreCap Advisors, LLC
INCREASED43,23641,322+1,914+5%$6.7M$6.6M-$121.5K2026-10-08
Robertson Stephens Wealth Management, LLC
DECREASED42,71148,273-5,562-12%$7.8M$6.5M-$1.3M2026-10-16
Schorn Wealth LLC
DECREASED42,51843,896-1,378-3%$7.1M$6.4M-$646.1K2026-10-14
Evolution Wealth Management Inc.
INCREASED42,50133,146+9,355+28%$5.4M$6.4M+$1.1M2026-10-28
Harel Insurance Investments & Financial Services Ltd.
DECREASED42,49262,282-19,790-32%$10.8K$6.4M+$6.4M2026-11-02
MRA Advisory Group
NEW40,320—+40,320——$6.1M—2026-10-07
SteelPeak Wealth, LLC
INCREASED39,39737,134+2,263+6%$6.0M$6.0M-$26.9K2026-10-16
Stone Wealth Partners
INCREASED39,19120,206+18,985+94%$3.3M$5.9M+$2.7M2026-11-05
Kingswood Wealth Advisors, LLC
INCREASED38,32634,985+3,341+10%$5.7M$5.8M+$158.0K2026-10-23
US Bancorp \de\
INCREASED36,88426,693+10,191+38%$4.3M$5.6M+$1.3M2026-11-05
Vicus Capital
DECREASED36,38142,872-6,491-15%$6.9M$5.5M-$1.4M2026-11-05
Mascagni Wealth Management, Inc.
INCREASED36,23334,854+1,379+4%$5.6M$5.5M-$138.1K2026-10-23
Berbice Capital Management LLC
INCREASED35,00034,433+567+2%$5.6M$5.3M-$257.0K2026-10-13
Crew Capital Management, Ltd
NEW33,313—+33,313——$5.0M—2026-10-28
Allworth Financial LP
UNCHANGED32,29232,29200%$5.2M$5.2M$02026-11-06
PFG Advisors
DECREASED31,78747,530-15,743-33%$5.9M$4.8M-$1.1M2026-10-16
Schwallier Wealth Management LLC
INCREASED31,27730,405+872+3%$4.9M$4.7M-$170.6K2026-11-05
HFG Wealth Management, LLC
UNCHANGED31,05231,05200%$5.0M$5.0M$02026-10-16
Delta Wealth Advisors LLC
DECREASED30,75531,225-470-2%$5.0M$4.7M-$382.3K2026-10-09
Redhawk Wealth Advisors, Inc.
DECREASED30,71867,258-36,540-54%$10.9M$4.7M-$6.2M2026-10-14
Nations Financial Group Inc,
DECREASED30,29865,241-34,943-54%$10.5M$4.6M-$5.9M2026-11-05
Citizens Financial Group Inc
NEW30,102—+30,102——$4.6M—2026-10-23
Apollon Wealth Management, LLC
DECREASED29,91730,062-1450%$4.9M$4.5M-$321.4K2026-10-23
Newport Capital Group, LLC
NEW29,565—+29,565——$4.4M—2026-10-16
MY Wealth Management Inc.
DECREASED29,12330,920-1,797-6%$5.0M$4.4M-$580.3K2026-10-21
Laurel Wealth Planning LLC
DECREASED28,53529,495-960-3%$4.8M$4.3M-$439.3K2026-11-02
Compass Financial Management LLC
INCREASED28,39126,403+1,988+8%$4.3M$4.3M+$38.7K2026-10-30
Spire Wealth Management
INCREASED28,06126,252+1,809+7%$4.2M$4.3M+$12.8K2026-10-30
Ashton Thomas Private Wealth, LLC
DECREASED27,66643,371-15,705-36%$7.0M$4.2M-$2.8M2026-11-03
Lifelong Wealth Advisors, Inc.
INCREASED26,99426,693+301+1%$4.3M$4.1M-$220.2K2026-10-19
Peak Financial Advisors LLC
DECREASED26,72229,403-2,681-9%$4.7M$4.1M-$699.2K2026-10-28
JBR Co Financial Management Inc
DECREASED26,71128,395-1,684-6%$4.6M$4.1M-$438.2K2026-10-13
Fortune Financial Group, Inc.
INCREASED26,33725,231+1,106+4%$4.1M$4.0M-$83.7K2026-10-22
Rasp Wealth Solutions, LLC
INCREASED25,64524,763+882+4%$4.0M$3.9M-$113.1K2026-11-06
SYM Financial Corp
INCREASED25,62725,602+25+0%$4.1M$3.9M-$251.2K2026-10-26
EverSource Wealth Advisors, LLC
INCREASED25,51211,163+14,349+129%$1.8M$3.9M+$2.1M2026-11-04
GPM Growth Investors, Inc.
INCREASED25,28422,121+3,163+14%$3.6M$3.8M+$259.1K2026-10-30
Weaver Consulting Group
INCREASED25,11524,132+983+4%$3.9M$3.8M-$91.4K2026-10-07
Atlatl Advisers LLC
DECREASED24,72529,245-4,520-15%$4.7M$3.7M-$976.3K2026-10-22
Prota Financial, LLC
INCREASED24,64620,699+3,947+19%$3.2M$3.8M+$549.7K2026-10-08
Carolina Wealth Management Inc
INCREASED23,9784,600+19,378+421%$743.1K$3.6M+$2.9M2026-10-29
Beacon Capital Management, Inc.
DECREASED23,88124,030-149-1%$3.9M$3.6M-$261.9K2026-10-13
Southland Equity Partners LLC
INCREASED23,46022,642+818+4%$3.7M$3.6M-$101.5K2026-10-14
Wetzel Investment Advisors, Inc.
DECREASED23,26923,983-714-3%$3.9M$3.5M-$347.1K2026-10-13
Future Financial Wealth Managment LLC
DECREASED23,08623,410-324-1%$3.5M$3.5M-$8.1K2026-10-15
McNaughton Wealth Management, LLC
DECREASED22,98731,673-8,686-27%$5.1M$3.5M-$1.6M2026-10-09
Centennial Advisors, LLC
INCREASED22,84121,316+1,525+7%$3.4M$3.5M+$18.9K2026-10-21
Washington Growth Strategies LLC
INCREASED22,76922,767+2+0%$3.7M$3.5M-$226.5K2026-10-19
Sharkey, Howes & Javer
INCREASED22,55621,946+610+3%$3.5M$3.4M-$126.1K2026-10-22
Trinity Wealth Management, LLC
DECREASED20,88021,168-288-1%$3.4M$3.2M-$254.5K2026-10-13
Hengehold Capital Management LLC
INCREASED19,79817,529+2,269+13%$2.8M$3.0M+$169.4K2026-10-16
Roof Eidam Maycock Peralta, LLC
INCREASED19,32717,529+1,798+10%$2.8M$2.9M+$97.9K2026-10-15
First International Bank of Israel Ltd.
NEW19,000—+19,000——$2.9M—2026-11-04
Redwood Financial Network Corp
INCREASED18,52114,284+4,237+30%$2.3M$2.8M+$500.0K2026-11-03
Uptick Partners, LLC
INCREASED17,72015,036+2,684+18%$2.4M$2.7M+$257.1K2026-11-04
Brown Miller Wealth Management, LLC
INCREASED17,68115,946+1,735+11%$2.6M$2.7M+$104.2K2026-11-02
FFG Retirement Advisors LLC
DECREASED17,64423,126-5,482-24%$3.7M$2.7M-$1.1M2026-10-20
ATX Financial Planning, LLC
INCREASED17,45616,092+1,364+8%$2.6M$2.6M+$46.4K2026-10-14
StoneX Group Inc.
INCREASED17,17415,808+1,366+9%$2.6M$2.6M+$49.6K2026-11-03
Denver PWM, LLC
INCREASED16,83916,733+106+1%$2.6M$2.6M-$12.9K2026-10-22
Entrust Financial LLC
NEW16,515—+16,515——$2.5M—2026-11-04
Brookstone Capital Management
INCREASED16,32812,038+4,290+36%$1.9M$2.5M+$530.3K2026-10-22
Maia Wealth LLC
DECREASED16,26229,665-13,403-45%$4.8M$2.5M-$2.3M2026-10-19
Kachkovsky & Fisher, Inc.
DECREASED16,26116,267-60%$2.6M$2.5M-$162.9K2026-10-21
Prime Capital Investment Advisors, LLC
INCREASED16,2145,558+10,656+192%$897.8K$2.5M+$1.6M2026-10-20
MGO One Seven LLC
DECREASED15,94320,628-4,685-23%$3.3M$2.4M-$915.6K2026-10-28
Visionary Wealth Advisors
INCREASED15,71013,132+2,578+20%$2.1M$2.4M+$260.0K2026-11-04
LexAurum Advisors, LLC
INCREASED15,53514,952+583+4%$2.4M$2.4M-$60.5K2026-10-19
Investment Insight Wealth Management, LLC
DECREASED15,10820,549-5,441-26%$3.3M$2.3M-$1.0M2026-10-30
Roger Wittlin Investment Advisory, LLC
INCREASED14,98512,687+2,298+18%$2.0M$2.3M+$221.9K2026-10-19
Kestra Private Wealth Services, LLC
INCREASED14,89613,007+1,889+15%$2.1M$2.3M+$156.8K2026-11-06
Childress Capital Advisors, LLC
DECREASED14,08645,019-30,933-69%$7.3M$2.1M-$5.1M2026-10-28
WT Wealth Management
INCREASED13,65910,324+3,335+32%$1.7M$2.1M+$402.7K2026-10-13
City Holding Co
NEW13,550—+13,550——$2.1M—2026-10-19
AdvisorNet Financial, Inc
INCREASED13,54411,199+2,345+21%$1.8M$2.0M+$157.2K2026-10-15
Barden Capital Management, Inc.
NEW13,381—+13,381——$2.0M—2026-10-09
National Wealth Management Group, LLC
NEW13,138—+13,138——$2.0M—2026-10-26
Sagespring Wealth Partners, LLC
INCREASED12,95211,895+1,057+9%$1.9M$2.0M+$41.9K2026-10-22
Narwhal Capital Management
DECREASED12,82612,836-100%$2.1M$1.9M-$129.4K2026-11-04
International Assets Investment Management, LLC
INCREASED12,7278,983+3,744+42%$1.4M$1.9M+$548.2K2026-11-02
Smith Shellnut Wilson LLC
DECREASED12,69213,635-943-7%$2.2M$1.9M-$278.7K2026-10-21
Integrated Advisors Network LLC
INCREASED12,5248,090+4,434+55%$1.3M$1.9M+$591.5K2026-10-20
Lloyd Advisory Services, Llc.
DECREASED12,37712,996-619-5%$2.1M$1.9M-$223.3K2026-11-02
Sumitomo Mitsui DS Asset Management Company, Ltd
INCREASED12,3566,255+6,101+98%$1.0M$1.9M+$862.5K2026-10-20
Onyx Bridge Wealth Group LLC
DECREASED12,343213,011-200,668-94%$34.4M$1.9M-$32.5M2026-10-16
Iams Wealth Management, LLC
DECREASED12,19422,327-10,133-45%$3.6M$1.8M-$1.8M2026-10-15
Fifth Third Securities, Inc.
INCREASED12,1525,735+6,417+112%$926.4K$1.8M+$915.6K2026-10-21
CFS Investment Advisory Services, LLC
DECREASED11,79089,281-77,491-87%$13.5M$1.8M-$11.7M2026-10-19
Detalus Advisors, LLC
DECREASED11,67659,679-48,003-80%$9.6M$1.8M-$7.9M2026-10-15
Integrity Advisory Solutions, LLC
INCREASED11,4749,393+2,081+22%$1.5M$1.7M+$221.9K2026-10-29
Boyce & Associates Wealth Consulting, Inc.
INCREASED11,46211,443+19+0%$1.8M$1.7M-$111.2K2026-10-14
USAdvisors Wealth Management, LLC
DECREASED10,72410,788-64-1%$1.7M$1.6K-$1.7M2026-10-21
IFP Advisors, Inc
INCREASED10,6849,352+1,332+14%$1.5M$1.6M+$108.8K2026-10-16
AMG Asset Management Group, Inc.
INCREASED10,60510,142+463+5%$1.6M$1.6M-$31.0K2026-10-21
Lifetime Wealth Management P.C.
DECREASED10,57911,542-963-8%$1.9M$1.6M-$261.0K2026-10-29
Diversify Wealth Management, LLC
DECREASED10,48711,351-864-8%$1.6M$1.5M-$131.0K2026-10-20
Diversify Advisory Services, LLC
DECREASED10,48711,351-864-8%$1.6M$1.5M-$131.0K2026-10-20
Triad Wealth Partners, LLC
DECREASED10,376149,188-138,812-93%$21.7M$1.6M-$20.1M2026-10-26
Keystone Wealth Services, LLC
INCREASED10,3121,985+8,327+420%$320.6K$1.6M+$1.2M2026-11-03
Santori & Peters, Inc.
INCREASED10,3036,117+4,186+68%$988.1K$1.6M+$573.6K2026-10-26
Cap Partners, LLC
INCREASED10,0419,476+565+6%$1.5M$1.5M-$8.6K2026-10-19
Patriot Financial Group Insurance Agency, LLC
DECREASED9,92316,605-6,682-40%$2.7M$1.5M-$1.2M2026-10-14
Mid-American Wealth Advisory Group, Inc.
INCREASED9,8868,038+1,848+23%$1.3M$1.5M+$200.1K2026-10-21
Fiduciary Alliance LLC
INCREASED9,7069,304+402+4%$1.5M$1.5M-$31.8K2026-10-13
Vigilare Wealth Management
DECREASED9,67310,110-437-4%$1.6M$1.5M-$166.9K2026-10-29
TSA Wealth Managment LLC
DECREASED9,54739,964-30,417-76%$6.5M$1.4M-$5.0M2026-10-22
RHS Financial, LLC
INCREASED9,2227,228+1,994+28%$1.2M$1.4M+$230.3K2026-10-13
Verde Capital Management
INCREASED9,1916,261+2,930+47%$1.0M$1.4M+$381.8K2026-10-28
Adirondack Trust Co
INCREASED9,0807,024+2,056+29%$1.1M$1.4M+$241.7K2026-10-14
WBH Advisory Inc
INCREASED8,8568,714+142+2%$1.4M$1.3M-$65.3K2026-11-05
Optivise Advisory Services LLC
DECREASED8,7689,431-663-7%$1.5M$1.3M-$194.4K2026-10-19
Balboa Wealth Partners
DECREASED8,7339,070-337-4%$1.5M$1.3M-$141.4K2026-10-20
Legacy Advisory Services, LLC
NEW8,649—+8,649——$1.3M—2026-10-20
Golden State Wealth Management, LLC
DECREASED8,4519,385-934-10%$1.5M$1.3M-$235.1K2026-11-02
Omni 360 Wealth, Inc.
INCREASED8,2688,186+82+1%$1.3M$1.3M-$69.1K2026-10-13
Cyr Financial Inc.
DECREASED8,1868,334-148-2%$1.3M$1.2M-$105.4K2026-10-16
Elevation Capital Advisory, LLC
DECREASED8,11731,212-23,095-74%$5.0M$1.2M-$3.8M2026-10-29
Focused Alpha, LLC
DECREASED8,0578,077-200%$1.3M$1.2M-$83.6K2026-10-20
Winnacle Wealth LLC
NEW8,040—+8,040——$1.2M—2026-10-15
Beacon Financial Advisory LLC
INCREASED8,0117,276+735+10%$1.2M$1.2M+$39.0K2026-10-16
QP Wealth Management, LLC
DECREASED7,9738,688-715-8%$1.4M$1.2M-$194.9K2026-10-20
Daviman Financial, LLC
DECREASED7,96428,835-20,871-72%$4.7M$1.2M-$3.5M2026-11-06
Burke & Herbert Bank & Trust Co
INCREASED7,8516,292+1,559+25%$1.0M$1.2M+$173.6K2026-11-02
United Advisor Group, LLC
INCREASED7,7997,568+231+3%$1.2M$1.2M-$40.4K2026-11-03
Meridian Financial Advisors, LLC
INCREASED7,6667,049+617+9%$1.1M$1.2M+$23.3K2026-10-14
TCP Asset Management, LLC
INCREASED7,5807,554+26+0%$1.2M$1.2M-$58.8K2026-10-14
Imc-Chicago, LLC
DECREASED7,55810,714-3,156-29%$1.7M$1.1M-$585.1K2026-11-05
Atria Investments, Inc
DECREASED7,36920,000-12,631-63%$3.2M$1.1M-$2.1M2026-10-15
Flagship Wealth Advisors, LLC
UNCHANGED7,3257,32500%$1.2M$1.1M-$73.0K2026-11-03
Bay Capital Advisors, LLC
INCREASED7,2246,559+665+10%$1.1M$1.1M+$35.6K2026-10-16
Core Wealth Partners LLC
INCREASED7,1785,595+1,583+28%$903.8K$1.1M+$184.2K2026-11-02
Investment Management Corp
INCREASED7,0336,765+268+4%$1.1M$1.1M-$26.6K2026-11-03
Roman Butler Fullerton & Co
DECREASED6,9887,078-90-1%$1.1M$992.3K-$67.5K2026-10-27
Turtle Creek Wealth Advisors, LLC
UNCHANGED6,8456,84500%$1.1M$1.0M-$68.2K2026-10-15
Belvedere Trading LLC
DECREASED6,80219,547-12,745-65%$3.2M$1.0M-$2.1M2026-11-05
Moneco Advisors, LLC
INCREASED6,7656,290+475+8%$1.0M$1.0M+$9.3K2026-11-05
Valeo Financial Advisors, LLC
INCREASED6,6206,258+362+6%$1.0M$1.0M-$7.6K2026-10-08
Arsenal Capital Advisors LLC
INCREASED6,5994,036+2,563+64%$651.9K$1.0M+$348.3K2026-11-02
Assetmark, Inc
DECREASED6,53635,682-29,146-82%$5.8M$990.7K-$4.8M2026-10-21
IFS Advisors, LLC
NEW6,423—+6,423——$973.7K—2026-10-14
Asempa Wealth Advisors
DECREASED6,2166,703-487-7%$1.1M$949.5K-$133.2K2026-10-07
Bank of New York Mellon Corp
DECREASED6,2107,261-1,051-14%$1.2M$941.3K-$231.6K2026-11-05
RAM Investment Partners, LLC
UNCHANGED6,1476,14700%$993.0K$931.8K-$61.2K2026-10-21
Balefire, LLC
DECREASED6,1339,031-2,898-32%$1.5M$929.7K-$529.2K2026-10-09
Cypress Wealth Services, LLC
DECREASED6,00536,043-30,038-83%$5.8M$918.7K-$4.9M2026-10-21
Valued Retirements, Inc.
INCREASED5,9215,221+700+13%$843.4K$897.5K+$54.1K2026-11-06
Simplicity Wealth,LLC
DECREASED5,91812,915-6,997-54%$2.1M$897.1K-$1.2M2026-10-23
Fulcrum Equity Management
DECREASED5,90814,031-8,123-58%$2.3M$895.5K-$1.4M2026-10-21
Baker Avenue Asset Management, LP
UNCHANGED5,9075,90700%$954.3K$895.5K-$58.8K2026-11-06
Sheets Smith Wealth Management
INCREASED5,7703,495+2,275+65%$564.6K$874.6K+$310.0K2026-10-16
Optima Capital LLC
INCREASED5,7053,988+1,717+43%$644.2K$864.8K+$220.6K2026-10-29
Eagle Wealth Advisors LLC
INCREASED5,6443,038+2,606+86%$490.8K$855.5K+$364.8K2026-10-20
Capital Investment Advisory Services, LLC
INCREASED5,5441,660+3,884+234%$268.2K$840.4K+$572.3K2026-10-30
ERn Financial, LLC
INCREASED5,4632,694+2,769+103%$435.1K$828.1K+$393.0K2026-10-28
Verus Capital Partners, LLC
DECREASED5,44115,687-10,246-65%$2.5M$824.7K-$1.7M2026-11-03
Spectrum Planning & Advisory Services Inc.
DECREASED5,37823,763-18,385-77%$3.8M$815.3K-$3.0M2026-11-05
Elevate Capital Advisors, LLC
NEW5,373—+5,373——$814.4K—2026-11-02
KWB Wealth
DECREASED5,36296,390-91,028-94%$15.6M$812.8K-$14.8M2026-10-16
Focus Financial Network, Inc.
DECREASED5,25229,699-24,447-82%$4.8M$796.2K-$4.0M2026-10-14
Patten Group, Inc.
DECREASED5,2188,948-3,730-42%$1.4M$791.0K-$654.5K2026-10-26
Financial Architects, LLC
DECREASED5,2155,395-180-3%$871.5K$790.5K-$81.0K2026-10-13
Guardian Capital, LLC
DECREASED5,1045,365-261-5%$866.7K$773.7K-$93.0K2026-11-06
NBZ Investment Advisors LLC
INCREASED5,0701,901+3,169+167%$307.2K$768.6K+$461.4K2026-10-30
Fjell Capital, LLC
NEW4,995—+4,995——$757.1K—2026-10-13
M Holdings Securities, Inc.
NEW4,971—+4,971——$717—2026-11-03
Soltis Investment Advisors LLC
INCREASED4,9533,807+1,146+30%$615.0K$750.8K+$135.8K2026-10-28
Innovative Wealth Building LLC
DECREASED4,8775,193-316-6%$838.8K$739.3K-$99.6K2026-10-14
Ignite Planners, LLC
INCREASED4,8654,437+428+10%$716.7K$737.5K+$20.7K2026-10-14
CPC Advisors, LLC
NEW4,847—+4,847——$734.7K—2026-10-21
Synergy Asset Management, LLC
DECREASED4,84231,245-26,403-84%$5.0M$734.0K-$4.3M2026-11-05
Cosner Financial Group, LLC
DECREASED4,8145,358-544-10%$865.6K$729.8K-$135.9K2026-11-03
Fifth Third Bancorp
DECREASED4,7775,822-1,045-18%$940.5K$724.1K-$216.4K2026-11-05
Capital Wealth Alliance, LLC
NEW4,624—+4,624——$700.9K—2026-10-20
Well Done, LLC
UNCHANGED4,5084,50800%$728.2K$683.3K-$44.9K2026-10-20
Wespac Advisors, LLC
NEW4,489—+4,489——$680.4K—2026-10-26
Retirement Planning Group, LLC
INCREASED4,4704,199+271+6%$678.3K$677.6K-$7432026-10-19
Vise Technologies, Inc.
DECREASED4,4467,510-3,064-41%$1.2M$673.9K-$539.3K2026-10-29
Latitude Advisors, LLC
DECREASED4,4044,543-139-3%$733.9K$667.6K-$66.3K2026-10-27
Compass Ion Advisors, LLC
DECREASED4,3644,462-98-2%$720.8K$661.4K-$59.3K2026-10-23
Alchemi Wealth, LLC
DECREASED4,2684,518-250-6%$730.0K$647.1K-$82.9K2026-11-04
Titleist Asset Management, LLC
INCREASED4,1292,719+1,410+52%$439.3K$625.9K+$186.6K2026-10-08
Cassilly Financial Group LLC
DECREASED4,1155,385-1,270-24%$869.9K$623.7K-$246.2K2026-10-07
Howard Capital Management, LLC
UNCHANGED4,0914,09100%$660.9K$620.1K-$40.7K2026-10-16
Valmark Advisers, Inc.
INCREASED3,9813,166+815+26%$511.5K$603.5K+$92.0K2026-11-06
Facet Wealth, Inc.
INCREASED3,9543,460+494+14%$558.9K$599.3K+$40.4K2026-11-04
Pinnacle Associates LTD
UNCHANGED3,9353,93500%$635.7K$596.5K-$39.2K2026-10-20
Pinnacle Wealth Management Advisory Group, LLC
UNCHANGED3,9353,93500%$635.7K$596.5K-$39.2K2026-10-23
Mather Group, Llc.
INCREASED3,933237+3,696+1559%$38.2K$596.1K+$557.9K2026-10-14
Paragon Capital Management Ltd
UNCHANGED3,9333,93300%$635.3K$596.2K-$39.2K2026-10-09
SAX Wealth Advisors, LLC
NEW3,915—+3,915——$593.4K—2026-10-13
Foundry Financial LLC
INCREASED3,7173,159+558+18%$510.3K$563.4K+$53.1K2026-10-16
Obsidian CIO, LLC
INCREASED3,713730+2,983+409%$117.9K$562.8K+$444.8K2026-11-05
Smart Wealth LLC
DECREASED3,59445,954-42,360-92%$7.4M$544.8K-$6.9M2026-11-04
Sovran Advisors, LLC
DECREASED3,5354,480-945-21%$631.5K$503.3K-$128.1K2026-11-02
Symphony Financial, Ltd. Co.
INCREASED3,4932,952+541+18%$468.5K$530.7K+$62.2K2026-10-22
Sowell Financial Services LLC
DECREASED3,3627,151-3,789-53%$1.2M$509.6K-$645.6K2026-10-23
Aurora Private Wealth, Inc.
INCREASED3,3262,852+474+17%$461.0K$509-$460.5K2026-10-20
Centurion Wealth Management LLC
DECREASED3,3193,890-571-15%$628.3K$503.1K-$125.2K2026-10-13
Insight Advisors, LLC/ PA
DECREASED3,2913,551-260-7%$573.6K$498.9K-$74.8K2026-10-22
Goldstein Advisors, LLC
DECREASED3,272141,576-138,304-98%$22.9M$496.0K-$22.4M2026-10-15
Valen Private Capital, LLC
NEW3,220—+3,220——$488.1K—2026-10-23
Financial Freedom, LLC
INCREASED3,1973,104+93+3%$501.4K$484.6K-$16.7K2026-11-06
Almanack Investment Partners, Llc.
NEW3,154—+3,154——$478.1K—2026-11-03
Quantum Financial Partners LLC
INCREASED3,1502,425+725+30%$391.7K$477.5K+$85.7K2026-10-19
BAM Wealth Management, LLC
INCREASED3,1362,489+647+26%$402.1K$475.4K+$73.3K2026-10-15
PNC Financial Services Group, Inc.
DECREASED3,1325,541-2,409-43%$895.1K$474.7K-$420.3K2026-11-06
WealthBridge Capital Management, LLC
INCREASED3,1261,932+1,194+62%$312.2K$473.9K+$161.8K2026-10-16
Compound Planning, Inc.
DECREASED3,11110,851-7,740-71%$1.8M$471.6K-$1.3M2026-11-05
Tradewinds Capital Management, LLC
INCREASED3,0922,734+358+13%$441.7K$468.7K+$27.0K2026-10-23
Moran Wealth Management, LLC
INCREASED3,0812,286+795+35%$369.3K$467.0K+$97.7K2026-10-22
Rhodes Investment Advisors Inc
NEW3,065—+3,065——$464.6K—2026-10-07
Level Wealth Management LLC
INCREASED3,0622,593+469+18%$418.8K$464.2K+$45.4K2026-10-23
Strategic Blueprint, LLC
DECREASED3,05913,071-10,012-77%$2.1M$463.6K-$1.6M2026-10-22
Signal Advisors Wealth, LLC
DECREASED3,0196,220-3,201-51%$1.0M$457.6K-$547.2K2026-10-13
Fortitude Advisory Group L.L.C.
DECREASED3,0153,929-914-23%$634.7K$457.0K-$177.7K2026-10-15
Cookson Peirce & Co Inc
NEW3,005—+3,005——$455.5K—2026-10-30
Hourglass Capital, LLC
UNCHANGED3,0003,00000%$484.6K$454.7K-$29.9K2026-10-26
Richmond Investment Services, LLC
INCREASED2,9782,941+37+1%$475.2K$451.3K-$23.8K2026-10-29
Tucker Asset Management LLC
UNCHANGED2,9692,96900%$479.6K$450.0K-$29.6K2026-10-29
WealthPoint Financial, LLC
DECREASED2,94314,093-11,150-79%$2.3M$446.1K-$1.8M2026-11-03
Intelligence Driven Advisers, LLC
UNCHANGED2,8772,87700%$464.8K$436.1K-$28.7K2026-10-09
TCV Trust & Wealth Management, Inc.
DECREASED2,8352,871-36-1%$463.8K$429.7K-$34.1K2026-10-16
Meadowbrook Wealth Management, LLC
DECREASED2,8272,887-60-2%$448.4K$428.6K-$19.9K2026-10-08
Sound Income Strategies, LLC
DECREASED2,8225,016-2,194-44%$810.4K$425.7K-$384.7K2026-10-09
WealthPlan Investment Management, LLC
DECREASED2,7432,960-217-7%$478.2K$415.8K-$62.4K2026-10-15
Providence First Trust Co
UNCHANGED2,7002,70000%$436.2K$409.3K-$26.9K2026-11-02
GK Wealth Management LLC
DECREASED2,6813,264-583-18%$527.3K$406.4K-$120.9K2026-10-09
PKS Advisory Services, LLC
UNCHANGED2,6772,67700%$432.5K$432.5K$02026-10-26
D.A. Davidson & Co.
INCREASED2,6662,083+583+28%$336.5K$404.1K+$67.6K2026-10-28
Ascent Group, LLC
DECREASED2,620197,756-195,136-99%$31.9M$397.1K-$31.5M2026-10-30
Certified Advisory Corp
INCREASED2,5482,544+4+0%$410.9K$386.2K-$24.7K2026-10-29
Total Clarity Wealth Management, Inc.
INCREASED2,5231,904+619+33%$307.6K$382.4K+$74.8K2026-10-26
Partners Wealth Management, LLC
NEW2,481—+2,481——$376.1K—2026-10-28
Lebenthal Global Advisors, LLC
INCREASED2,4602,440+20+1%$394.2K$372.9K-$21.3K2026-10-28
Parallel Advisors, LLC
DECREASED2,4292,998-569-19%$484.3K$368.3K-$116.1K2026-11-03
Primoris Wealth Advisors, LLC
UNCHANGED2,4152,41500%$390.1K$366.1K-$24.1K2026-10-28
Schuylkill Financial LLC
DECREASED2,3889,364-6,976-74%$1.5M$362.0K-$1.2M2026-10-21
Castleview Partners, LLC
DECREASED2,3606,069-3,709-61%$980.4K$357.8K-$622.6K2026-10-09
Bell Investment Advisors, Inc
INCREASED2,3542,350+4+0%$379.7K$356.8K-$22.8K2026-10-29
Cullen T Bankers, Inc.
INCREASED2,337207+2,130+1029%$33.4K$354.3K+$320.9K2026-10-28
Private Trust Co NA
INCREASED2,3071,638+669+41%$264.6K$349.7K+$85.1K2026-10-20
Axos Invest Inc.
INCREASED2,2332,065+168+8%$333.6K$338.5K+$4.8K2026-10-21
Entrewealth, LLC
NEW2,211—+2,211——$335.1K—2026-10-14
Ascentis Independent Advisors
NEW2,200—+2,200——$333.5K—2026-11-03
Midwest Financial Network, LLC
INCREASED2,1911,927+264+14%$311.2K$332.1K+$20.9K2026-10-13
WBI Investments, LLC
INCREASED2,1581,797+361+20%$290.3K$327.2K+$36.8K2026-11-05
Integrated Capital Management, LLC
INCREASED2,1541,857+297+16%$299.9K$326.5K+$26.6K2026-10-23
Segment Wealth Management, LLC
UNCHANGED2,1302,13000%$344.1K$322.9K-$21.2K2026-10-26
Revisor Wealth Management LLC
INCREASED2,0771,941+136+7%$313.5K$302.4K-$11.1K2026-10-20
Lido Advisors, LLC
INCREASED2,0371,898+139+7%$306.8K$308.9K+$2.1K2026-11-04
HUB Investment Partners, LLC
INCREASED2,0281,812+216+12%$292.7K$307.4K+$14.7K2026-11-03
Asset One Wealth Management LLC
DECREASED2,0272,101-74-4%$315.2K$307.3K-$7.9K2026-11-02
D'Orazio & Associates, Inc.
INCREASED2,0242,011+13+1%$324.9K$306.8K-$18.1K2026-11-04
Cooper Financial Group
DECREASED1,9872,047-60-3%$330.7K$301.2K-$29.5K2026-10-07
Hobbs Wealth Management, LLC
DECREASED1,98031,860-29,880-94%$5.1M$300.2K-$4.8M2026-10-20
Sarver Vrooman Wealth Advisors
INCREASED1,9741,216+758+62%$189.2K$299.2K+$110.0K2026-10-01
Lantern Wealth Advisors, LLC
DECREASED1,9624,766-2,804-59%$769.9K$297.4K-$472.5K2026-10-22
Indivisible Partners
INCREASED1,9511,948+3+0%$314.6K$295.7K-$18.9K2026-10-26
Stirlingshire Investments, Inc.
NEW1,941—+1,941——$294.3K—2026-11-05
Firethorn Wealth Partners, LLC
DECREASED1,9067,858-5,952-76%$1.3M$288.9K-$980.5K2026-10-14
Larson Financial Group LLC
INCREASED1,8901,421+469+33%$229.6K$286.5K+$56.9K2026-11-05
McKinley Carter Wealth Services, Inc.
UNCHANGED1,8671,86700%$301.6K$283.0K-$18.6K2026-10-16
Sutton Place Investors LLC
DECREASED1,8647,996-6,132-77%$1.3M$282.5K-$1.0M2026-10-20
Virtue Capital Management, LLC
NEW1,830—+1,830——$277.4K—2026-10-29
Welch Group, LLC
NEW1,819—+1,819——$275.7K—2026-10-29
MSH Capital Advisors LLC
DECREASED1,7853,884-2,099-54%$627.3K$270.6K-$356.8K2026-11-03
Veltria Advisors Corp.
NEW1,721—+1,721——$260.9K—2026-11-05
Brighton Jones LLC
NEW1,709—+1,709——$259.0K—2026-11-03
Eagle Strategies LLC
INCREASED1,7031,601+102+6%$258.6K$258.1K-$5272026-10-16
AlphaStar Capital Management, LLC
NEW1,680—+1,680——$254.6K—2026-10-16
Nfsg Corp
INCREASED1,6711+1,670+167000%$162$253.3K+$253.1K2026-10-15
Elevated Capital Advisors, LLC
INCREASED1,6551,075+580+54%$173.6K$250.9K+$77.3K2026-11-04
SeaCrest Wealth Management, LLC
DECREASED1,6441,824-180-10%$294.6K$249.2K-$45.5K2026-10-21
Cape Investment Advisory, Inc.
INCREASED1,6441,612+32+2%$260.5K$249.2K-$11.3K2026-10-13
Stewardship Advisors, LLC
INCREASED1,6391,513+126+8%$244.4K$248.4K+$4.0K2026-10-20
Howard Financial Services, Ltd.
INCREASED1,5761,546+30+2%$249.7K$238.9K-$10.9K2026-10-15
Bryn Mawr Trust Advisors, LLC
UNCHANGED1,5651,56500%$252.8K$237.2K-$15.6K2026-11-04
NWF Advisory Services Inc.
UNCHANGED1,5321,53200%$247.5K$232.2K-$15.3K2026-10-19
J. Safra Sarasin Holding AG
NEW1,525—+1,525——$231.2K—2026-10-26
Falcon Wealth Planning
UNCHANGED1,5001,50000%$242.3K$227.4K-$14.9K2026-11-06
Advisor OS, LLC
DECREASED1,4962,267-771-34%$366.2K$226.8K-$139.4K2026-11-03
HRC Wealth Management, LLC
INCREASED1,4911,488+3+0%$240.4K$226.0K-$14.5K2026-10-16
Modera Wealth Management, LLC
NEW1,468—+1,468——$222.5K—2026-10-28
XY Planning Network, Inc.
DECREASED1,42911,669-10,240-88%$1.9M$216.6K-$1.7M2026-10-14
B. Riley Wealth Advisors, Inc.
DECREASED1,4141,815-401-22%$287.7K$214.3K-$73.4K2026-10-13
Signature Estate & Investment Advisors LLC
DECREASED1,4103,302-1,892-57%$533.4K$213.7K-$319.7K2026-10-13
MLG Wealth Management DBA Pine Grove Financial Group
NEW1,375—+1,375——$208.4K—2026-10-13
Sage Mountain Advisors LLC
UNCHANGED1,3631,36300%$220.2K$206.6K-$13.6K2026-11-02
Barclays PLC
INCREASED1,360680+680+100%$109.8K$206.1K+$96.3K2026-11-06
City Center Advisors, LLC
INCREASED1,3571,254+103+8%$202.6K$205.7K+$3.1K2026-10-08
Fiscal Wisdom Wealth Management, LLC
INCREASED1,3541,333+21+2%$215.3K$205.2K-$10.1K2026-10-16
Physician Wealth Advisors, Inc.
DECREASED1,25780,324-79,067-98%$13.0M$190.6K-$12.8M2026-10-20
Lodestone Wealth Management LLC
UNCHANGED1,1261,12600%$181.9K$170.7K-$11.2K2026-10-14
Trust Co of Vermont
INCREASED937771+166+22%$124.5K$142.0K+$17.5K2026-10-21
Heritage Family Offices, LLP
NEW930—+930——$141.0K—2026-11-02
Root Financial Partners, LLC
NEW913—+913——$138.4K—2026-10-21
Glass Jacobson Investment Advisors llc
NEW824—+824——$124.9K—2026-10-26
Clearstead Advisors, LLC
INCREASED787765+22+3%$123.6K$119.4K-$4.3K2026-11-06
Godsey & Gibb, Inc
UNCHANGED78378300%$126.5K$118.7K-$7.8K2026-10-14
Gamma Investing LLC
UNCHANGED70370300%$113.6K$106.6K-$7.0K2026-10-08
Team Financial Group, LLC
NEW695—+695——$105.3K—2026-10-30
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED6812,392-1,711-72%$386.4K$103.2K-$283.2K2026-10-14
Abound Wealth Management
INCREASED67890+588+653%$14.6K$102.7K+$88.2K2026-10-26
Comprehensive Financial Planning, Inc.
DECREASED5214,669-4,148-89%$754.2K$79.0K-$675.2K2026-10-27
Salomon & Ludwin, LLC
DECREASED481492-11-2%$76.3K$72.9K-$3.4K2026-10-29
AlphaCore Capital LLC
NEW450—+450——$68.2K—2026-11-04
Zions Bancorporation, National Association
UNCHANGED45045000%$72.7K$68.2K-$4.5K2026-11-06
William Mack & Associates, Inc.
NEW436—+436——$66.1K—2026-10-27
Rossby Financial, LCC
INCREASED432290+142+49%$46.8K$65.5K+$18.6K2026-11-05
GHP Investment Advisors, Inc.
DECREASED414429-15-3%$69.3K$62.8K-$6.5K2026-10-15
Networth Advisors, LLC
DECREASED406421-15-4%$68.0K$61.5K-$6.5K2026-11-03
Kingdom Financial Group Llc.
DECREASED383404-21-5%$65.2K$58.1K-$7.2K2026-11-04
Russell Investments Group, Ltd.
INCREASED35548+307+640%$7.8K$53.8K+$46.1K2026-11-06
Triumph Capital Management
DECREASED336597-261-44%$96.4K$50.9K-$45.5K2026-10-14
City State Bank
INCREASED3004+296+7400%$646$45.5K+$44.8K2026-10-20
UMB Private Wealth Management, LLC
NEW288—+288——$43.7K—2026-10-19
Caldwell Trust Co
NEW276—+276——$41.8K—2026-10-30
Lanark Financial, Inc.
UNCHANGED27227200%$44.0K$41.3K-$2.7K2026-10-26
Monetary Solutions, Ltd
NEW270—+270——$40.9K—2026-10-22
Montgomery Financial Services LLC
DECREASED263286-23-8%$46.2K$39.9K-$6.3K2026-11-03
Quest 10 Wealth Builders, Inc.
UNCHANGED25125100%$40.5K$38.0K-$2.5K2026-11-02
Toth Financial Advisory Corp
NEW227—+227——$34.4K—2026-10-08
Rosenberg Matthew Hamilton
NEW215—+215——$32.6K—2026-10-05
Ascentis Wealth Management, LLC
UNCHANGED20520500%$33.3K$31.2K-$2.1K2026-11-03
Wealth Analytics Partners, LLC
NEW200—+200——$30.3K—2026-10-19
Princeton Global Asset Management LLC
UNCHANGED15215200%$24.6K$23.0K-$1.5K2026-10-21
Central Trust Co
NEW146—+146——$22.1K—2026-11-05
Blue Bell Private Wealth Management, LLC
NEW135—+135——$20.5K—2026-10-29
Catherine Avery Investment Management LLC
UNCHANGED12612600%$20.4K$19.1K-$1.3K2026-10-14
Archer Investment Corp
UNCHANGED12412400%$20.0K$18.8K-$1.2K2026-11-05
Rothwell Investment Advisors, LLC
NEW100—+100——$15.2K—2026-11-06
Armstrong Advisory Group, Inc
UNCHANGED10010000%$16.2K$15.2K-$9962026-10-09
Valley National Advisers Inc
NEW85—+85——$12.9K—2026-10-23
Downshift Financial, LLC
NEW68—+68——$10.3K—2026-10-13
Allspring Global Investments Holdings, LLC
NEW67—+67——$10.3K—2026-11-04
Asset Dedication, LLC
UNCHANGED525200%$8.3K$7.8K-$5012026-11-03
Friedenthal Financial
UNCHANGED424200%$6.8K$6.4K-$4112026-10-27
CX Institutional
NEW35—+35——$5—2026-10-02
Signature Equity Partners, LLC
UNCHANGED333300%$5.3K$5.0K-$3292026-10-29
Provenance Wealth Advisors, LLC
NEW30—+30——$4.5K—2026-10-30
RHL Group, LLC
INCREASED2926+3+12%$4.2K$4.5K+$2492026-11-04
Gen-Wealth Partners Inc
DECREASED1525,176-25,161-100%$4.1M$2.3K-$4.1M2026-11-04
Laurel Wealth Advisors LLC
NEW12—+12——$1.8K—2026-10-27
Silver Grove Financial Group, Inc.
UNCHANGED121200%$1.9K$1.8K-$1192026-11-05
SJS Investment Consulting Inc.
UNCHANGED111100%$1.8K$1.7K-$1092026-10-26
Costello Asset Management, Inc
UNCHANGED101000%$1.6K$1.5K-$992026-10-30
NBT Bank, N.A.
UNCHANGED8800%$1.3K$1.2K-$792026-10-21
Proathlete Wealth Management LLC
UNCHANGED8800%$1.3K$1.2K-$792026-10-15
Register Financial Advisors LLC
UNCHANGED8800%$1.3K$1.2K-$792026-10-23
Blue Trust, Inc.
NEW7—+7——$1.1K—2026-10-15
Pinnacle Wealth Planning Services, Inc.
UNCHANGED6600%$969$909-$602026-10-27
Barrett & Company, Inc.
UNCHANGED4400%$651$611-$402026-10-22
Fortitude Family Office, LLC
UNCHANGED4400%$646$606-$402026-10-14
DecisionPoint Financial, LLC
NEW1—+1——$153—2026-10-27
Hughes Financial Services, LLC
UNCHANGED1100%$162$142-$202026-10-30
Marks Wealth, LLC
CLOSED0239,332-239,332-100%$38.7M$0-$38.7M2026-10-30
Horst & Graben Wealth Management LLC
CLOSED083,232-83,232-100%$12.9M$0-$12.9M2026-11-02
Security Financial Services, Inc.
CLOSED065,651-65,651-100%$10.6M$0-$10.6M2026-10-29
Convergence Financial, LLC
CLOSED064,256-64,256-100%$10.4M$0-$10.4M2026-10-27
WIN Advisors, Inc
CLOSED059,881-59,881-100%$9.7M$0-$9.7M2026-11-06
Cardinal Strategic Wealth Guidance
CLOSED046,286-46,286-100%$7.5M$0-$7.5M2026-11-02
Gilbert Capital Group, Inc.
CLOSED037,303-37,303-100%$6.0M$0-$6.0M2026-10-28
Watershed Private Wealth LLC
CLOSED031,857-31,857-100%$5.1M$0-$5.1M2026-10-30
Cobblestone Asset Management LLC
CLOSED031,197-31,197-100%$5.0M$0-$5.0M2026-10-13
A4 Wealth Advisors LLC
CLOSED025,985-25,985-100%$4.2M$0-$4.2M2026-10-20
Milestone Asset Management, LLC
CLOSED020,696-20,696-100%$3.3M$0-$3.3M2026-10-15
Lunt Capital Management, Inc.
CLOSED019,959-19,959-100%$3.2M$0-$3.2M2026-10-30
Park Edge Advisors, LLC
CLOSED019,724-19,724-100%$3.2M$0-$3.2M2026-10-28
Orca Investment Management, LLC
CLOSED017,550-17,550-100%$2.8M$0-$2.8M2026-10-29
Herbst Group, LLC
CLOSED015,365-15,365-100%$2.5M$0-$2.5M2026-10-20
Apeiron RIA LLC
CLOSED011,282-11,282-100%$1.8M$0-$1.8M2026-10-08
WealthPLAN Partners, LLC
CLOSED010,504-10,504-100%$1.7M$0-$1.7M2026-10-15
Peachtree Investment Partners, LLC
CLOSED010,027-10,027-100%$1.6M$0-$1.6M2026-11-05
Arwa LLC
CLOSED09,260-9,260-100%$1.3M$0-$1.3M2026-10-21
Merkkuri Wealth Advisors LLC
CLOSED07,652-7,652-100%$1.2M$0-$1.2M2026-11-03
Lionsbridge Wealth Management LLC
CLOSED06,116-6,116-100%$988.0K$0-$988.0K2026-10-26
RDA Financial Network
CLOSED05,518-5,518-100%$891.4K$0-$891.4K2026-10-15
TBH Global Asset Management, LLC
CLOSED04,925-4,925-100%$795.6K$0-$795.6K2026-11-03
Exchange Traded Concepts, LLC
CLOSED04,534-4,534-100%$732.4K$0-$732.4K2026-10-28
Ocean Park Asset Management, LLC
CLOSED04,534-4,534-100%$732.4K$0-$732.4K2026-10-21
Strategic Wealth Investment Group, LLC
CLOSED04,503-4,503-100%$727.4K$0-$727.4K2026-10-29
Sanchez Gaunt Capital Management, LLC
CLOSED04,471-4,471-100%$722.2K$0-$722.2K2026-11-03
MN Wealth Advisors, LLC
CLOSED04,067-4,067-100%$657.0K$0-$657.0K2026-10-23
MKT Advisors LLC
CLOSED04,043-4,043-100%$604.1K$0-$604.1K2026-10-20
Scarborough Advisors, LLC
CLOSED03,813-3,813-100%$581.4K$0-$581.4K2026-10-16
Caliber Wealth Management, LLC / KS
CLOSED03,056-3,056-100%$493.6K$0-$493.6K2026-11-04
Parkway Wealth Management Group, LLC
CLOSED03,013-3,013-100%$486.7K$0-$486.7K2026-10-20
Advisor Resource Council
CLOSED02,940-2,940-100%$474.9K$0-$474.9K2026-11-05
Oregon Pacific Wealth Management, LLC
CLOSED02,597-2,597-100%$419.5K$0-$419.5K2026-10-20
Integras Partners LLC
CLOSED02,467-2,467-100%$398.5K$0-$398.5K2026-10-30
Beacon Financial Group
CLOSED02,199-2,199-100%$355.2K$0-$355.2K2026-10-19
Ledyard National Bank
CLOSED01,784-1,784-100%$288.2K$0-$288.2K2026-10-21
Mission Wealth Management, LP
CLOSED01,777-1,777-100%$287.0K$0-$287.0K2026-10-15
Silverlake Wealth Management LLC
CLOSED01,770-1,770-100%$285.9K$0-$285.9K2026-10-21
Tenet Wealth Partners, LLC
CLOSED01,688-1,688-100%$244.3K$0-$244.3K2026-10-19
Asset Allocation Strategies LLC
CLOSED01,658-1,658-100%$267.8K$0-$267.8K2026-10-20
Syntegra Private Wealth Group, LLC
CLOSED01,560-1,560-100%$252.0K$0-$252.0K2026-10-13
Saxon Interests, Inc.
CLOSED01,412-1,412-100%$228.1K$0-$228.1K2026-10-26
Elevation Wealth Management LLC
CLOSED01,353-1,353-100%$218.6K$0-$218.6K2026-11-02
HBE Wealth Management, LLC
CLOSED01,311-1,311-100%$211.8K$0-$211.8K2026-11-06
Sugar Maple Asset Management, LLC
CLOSED01,270-1,270-100%$205.2K$0-$205.2K2026-10-13
GFS Advisors, LLC
CLOSED0760-760-100%$217.6K$0-$217.6K2026-11-03
Stone House Investment Management, LLC
CLOSED0550-550-100%$88.8K$0-$88.8K2026-10-23
Global Trust Asset Management, LLC
CLOSED0525-525-100%$84.8K$0-$84.8K2026-10-19
Wellington Grp LLC
CLOSED0458-458-100%$51.3K$0-$51.3K2026-11-06
Robinswood Financial LLC
CLOSED0214-214-100%$34.6K$0-$34.6K2026-10-20
Institute for Wealth Management, Llc.
CLOSED0140-140-100%$22.7K$0-$22.7K2026-11-06
BankPlus Trust Department
CLOSED093-93-100%$15.0K$0-$15.0K2026-11-06
Commonwealth Retirement Investments LLC
CLOSED088-88-100%$14.2K$0-$14.2K2026-10-26
Realta Investment Advisors
CLOSED048-48-100%$7.8K$0-$7.8K2026-10-14
Plante Moran Financial Advisors, LLC
CLOSED038-38-100%$6.1K$0-$6.1K2026-11-04
LifeSteps Financial, Inc.
CLOSED036-36-100%$5.8K$0-$5.8K2026-10-15
Cornerstone Planning Group LLC
CLOSED030-30-100%$4.5K$0-$4.5K2026-10-16
Signature Resources Capital Management, LLC
CLOSED03-3-100%$485$0-$4852026-10-16
Pillar Financial Advisors, LLC
CLOSED03-3-100%$485$0-$4852026-10-21
Parkside Financial Bank & Trust
CLOSED03-3-100%$485$0-$4852026-10-27
Coston, McIsaac & Partners
CLOSED01-1-100%$0$0$02026-11-06
Signaturefd, LLC
UNCHANGED000—$4$4$02026-10-23
Morgan Stanley
N/A—3,538,672-3,538,672-100%$571.6M———
Bank of America Corp
N/A—3,215,212-3,215,212-100%$519.4M———
Raymond James Financial Inc
N/A—1,822,485-1,822,485-100%$294.4M———
Northwestern Mutual Wealth Management Co
N/A—1,651,011-1,651,011-100%$266.7M———
Envestnet Asset Management Inc
N/A—1,479,343-1,479,343-100%$239.0M———
Wells Fargo & Company
N/A—1,471,099-1,471,099-100%$237.6M———
JPMorgan Chase & Co
N/A—1,109,590-1,109,590-100%$175.9M———
Osaic Holdings, Inc.
N/A—1,049,639-1,049,639-100%$169.6M———
Cetera Investment Advisers
N/A—980,323-980,323-100%$158.4M———
Performance Wealth Partners, LLC
N/A—912,173-912,173-100%$147.4M———
Planning Alternatives LTD
N/A—751,352-751,352-100%$121.4M———
Jones Financial Companies Lllp
N/A—721,878-721,878-100%$111.3M———
Equitable Holdings, Inc.
N/A—711,587-711,587-100%$114.9M———
MML Investors Services, LLC
N/A—659,465-659,465-100%$106.5M———
Redwood Investment Management, LLC
N/A—638,049-638,049-100%$103.1M———
UBS Group AG
N/A—588,006-588,006-100%$95.0M———
Ameriprise Financial Inc
N/A—574,305-574,305-100%$92.9M———
Private Advisor Group, LLC
N/A—550,659-550,659-100%$89.0M———
Royal Bank of Canada
N/A—413,793-413,793-100%$66.8M———
HighTower Advisors, LLC
N/A—338,517-338,517-100%$54.7M———
Penserra Capital Management LLC
N/A—301,526-301,526-100%$48.7M———
Invst, LLC
N/A—284,962-284,962-100%$46.0M———
Baltimore-Washington Financial Advisors, Inc.
N/A—267,862-267,862-100%$43.3M———
Sanctuary Advisors, LLC
N/A—255,060-255,060-100%$41.2M———
Thoroughbred Financial Services, LLC
N/A—251,472-251,472-100%$40.6M———
Mercer Global Advisors Inc
N/A—251,437-251,437-100%$40.6M———
Nomura Asset Management Co LTD
N/A—224,100-224,100-100%$36.2M———
Stifel Financial Corp
N/A—222,301-222,301-100%$35.9M———
Advance Capital Management, Inc.
N/A—205,771-205,771-100%$33.2M———
Stratos Wealth Partners, Ltd.
N/A—201,647-201,647-100%$32.6M———
NewEdge Advisors, LLC
N/A—200,379-200,379-100%$32.4M———
JTC Employer Solutions Trustee Ltd
N/A—193,800-193,800-100%$22.7K———
Cerity Partners LLC
N/A—193,442-193,442-100%$31.2M———
Legacy Capital Wealth Management, LLC
N/A—161,592-161,592-100%$26.1M———
Ameritas Advisory Services, LLC
N/A—150,022-150,022-100%$24.2M———
Adapt Wealth Advisors, LLC
N/A—146,285-146,285-100%$23.6M———
CreativeOne Wealth, LLC
N/A—144,435-144,435-100%$23.3M———
Fischer Investment Strategies, LLC
N/A—139,640-139,640-100%$22.6M———
Integrated Wealth Concepts LLC
N/A—136,683-136,683-100%$22.1M———
Modern Wealth Management, LLC
N/A—135,772-135,772-100%$21.9M———
Steward Partners Investment Advisory, LLC
N/A—129,338-129,338-100%$20.9M———
Kovack Advisors, Inc.
N/A—125,282-125,282-100%$19.7M———
Quadrature Capital Ltd
N/A—117,803-117,803-100%$19.0M———
Summit Financial, LLC
N/A—117,528-117,528-100%$19.0M———
Keating Financial Advisory Services, Inc.
N/A—114,970-114,970-100%$18.6M———
AE Wealth Management LLC
N/A—107,973-107,973-100%$17.4M———
Janney Montgomery Scott LLC
N/A—97,417-97,417-100%$15.7M———
Harbour Investments, Inc.
N/A—93,707-93,707-100%$15.1M———
Focus Partners Advisor Solutions, LLC
N/A—93,613-93,613-100%$15.1M———
BlueStem Wealth Partners, LLC
N/A—92,559-92,559-100%$15.0M———
Rollins Financial Advisors, LLC
N/A—88,256-88,256-100%$14.3M———
Oxford Wealth Group, LLC
N/A—87,176-87,176-100%$14.1M———
Ethos Financial Group, LLC
N/A—84,810-84,810-100%$11.6M———
Wealth Advisors of Iowa, LLC
N/A—82,862-82,862-100%$13.4M———
IHT Wealth Management, LLC
N/A—74,923-74,923-100%$12.1M———
Nova Wealth Management, Inc.
N/A—73,567-73,567-100%$11.9M———
Mariner, LLC
N/A—71,816-71,816-100%$11.6M———
JPL Wealth Management, LLC
N/A—69,655-69,655-100%$11.3M———
Invesco Ltd.
N/A—69,060-69,060-100%$11.2M———
Goldman Sachs Group Inc
N/A—66,357-66,357-100%$10.7M———
One Wealth Advisors, LLC
N/A—66,292-66,292-100%$10.7M———
Global Retirement Partners, LLC
N/A—65,912-65,912-100%$10.6M———
Stonebrook Private Inc.
N/A—64,487-64,487-100%$10.4M———
Astoria Portfolio Advisors Llc.
N/A—62,986-62,986-100%$10.2M———
IFG Advisory, LLC
N/A—61,649-61,649-100%$10.0M———
Concorde Asset Management, LLC
N/A—59,745-59,745-100%$9.7M———
Bank of Nova Scotia
N/A—59,128-59,128-100%$9.6M———
Perspective Wealth Advisors LLC
N/A—56,556-56,556-100%$9.1M———
World Investment Advisors
N/A—55,609-55,609-100%$6.3M———
Great Valley Advisor Group, Inc.
N/A—54,969-54,969-100%$8.9M———
Geneos Wealth Management Inc.
N/A—54,246-54,246-100%$8.8M———
Kingsview Wealth Management, LLC
N/A—53,599-53,599-100%$8.7M———
Arkadios Wealth Advisors
N/A—53,314-53,314-100%$8.6M———
Tidemark, LLC
N/A—52,096-52,096-100%$8.4M———
Per Stirling Capital Management, Llc.
N/A—51,011-51,011-100%$8.2M———
Betterment LLC
N/A—49,106-49,106-100%$7.9M———
AQR Capital Management LLC
N/A—46,975-46,975-100%$7.6M———
Beacon Pointe Advisors, LLC
N/A—46,459-46,459-100%$7.5M———
Prostatis Group LLC
N/A—46,139-46,139-100%$7.5M———
Vertex Planning Partners, LLC
N/A—45,415-45,415-100%$7.3M———
Silver OAK Securities, Incorporated
N/A—44,825-44,825-100%$7.2M———
Waverly Advisors, LLC
N/A—44,492-44,492-100%$7.2M———
Belpointe Asset Management LLC
N/A—44,089-44,089-100%$7.1M———
Mutual Advisors, LLC
N/A—43,195-43,195-100%$7.0M———
Cannon Wealth Management Services, LLC
N/A—40,544-40,544-100%$6.5M———
Bogart Wealth, LLC
N/A—40,484-40,484-100%$6.5M———
Leavell Investment Management, Inc.
N/A—40,064-40,064-100%$6.5M———
Florida Financial Advisors, LLC
N/A—39,726-39,726-100%$6.4M———
Smith, Moore & Co.
N/A—39,695-39,695-100%$6.4M———
Synergy Investment Management, LLC
N/A—37,534-37,534-100%$6.1M———
HighPoint Advisor Group LLC
N/A—36,022-36,022-100%$5.8M———
Cresset Asset Management, LLC
N/A—35,648-35,648-100%$5.8M———
Regal Investment Advisors LLC
N/A—35,132-35,132-100%$5.7M———
Greenline Wealth Management LLC
N/A—34,895-34,895-100%$5.6M———
Citadel Advisors LLC
N/A—33,772-33,772-100%$5.5M———
Vestmark Advisory Solutions, Inc.
N/A—32,714-32,714-100%$5.3M———
Mayflower Financial Advisors, LLC
N/A—32,588-32,588-100%$5.3M———
HRT Financial LP
N/A—32,218-32,218-100%$5.2M———
OneAscent Financial Services LLC
N/A—30,425-30,425-100%$4.9M———
ArborFi Advisors, LLC
N/A—29,240-29,240-100%$4.7M———
National Bank of Canada
N/A—28,953-28,953-100%$4.7M———
Vista Cima Wealth Management LLC
N/A—28,863-28,863-100%$4.7M———
Advyzon Investment Management, LLC
N/A—28,263-28,263-100%$4.6M———
Seeds Investor LLC
N/A—28,212-28,212-100%$4.6M———
Entelevest, LLC
N/A—27,238-27,238-100%$4.4M———
Natixis Advisors, LLC
N/A—26,893-26,893-100%$4.3M———
Threadgill Financial, LLC
N/A—26,828-26,828-100%$4.3M———
United Capital Financial Advisors, LLC
N/A—26,722-26,722-100%$4.3M———
M1 Capital Management LLC
N/A—26,613-26,613-100%$4.3M———
Estate Planners Group, LLC
N/A—26,578-26,578-100%$4.3M———
Migdal Insurance & Financial Holdings Ltd.
N/A—26,205-26,205-100%$4.2M———
Pacific Financial Group Inc
N/A—25,872-25,872-100%$4.2M———
Mpwm Advisory Solutions, LLC
N/A—25,731-25,731-100%$4.2M———
Kane Investment Management, Inc.
N/A—25,706-25,706-100%$4.2M———
Paladin Advisory Group, LLC
N/A—24,706-24,706-100%$4.0M———
Wealth Alliance, LLC
N/A—24,541-24,541-100%$4.0M———
GeoWealth Management, LLC
N/A—23,845-23,845-100%$3.9M———
Fortis Capital Advisors, LLC
N/A—23,022-23,022-100%$3.7M———
Noble Wealth Partners LLC
N/A—22,147-22,147-100%$3.6M———
CIBC Bancorp USA Inc.
N/A—22,016-22,016-100%$3.6M———
Federation des caisses Desjardins du Quebec
N/A—21,995-21,995-100%$3.6M———
Tradition Wealth Management, LLC
N/A—21,924-21,924-100%$3.5M———
Mainstay Capital Management LLC
N/A—21,528-21,528-100%$3.5M———
Curtis Wealth Management LLC
N/A—21,267-21,267-100%$3.4M———
Northstar Advisory Group, LLC
N/A—20,796-20,796-100%$3.4M———
Qube Research & Technologies Ltd
N/A—20,573-20,573-100%$3.3M———
Advisory Services Network, LLC
N/A—20,442-20,442-100%$3.3M———
Arax Advisory Partners
N/A—19,415-19,415-100%$3.1M———
TD Capital Management LLC
N/A—18,593-18,593-100%$3.0M———
Advisory Alpha, LLC
N/A—18,208-18,208-100%$2.9M———
Owen LaRue, LLC
N/A—17,605-17,605-100%$2.8M———
Signet Private Wealth LLC
N/A—17,471-17,471-100%$2.8M———
Horizon Investment Services, LLC
N/A—16,673-16,673-100%$2.7M———
Hopwood Nicholas Hunter
N/A—16,670-16,670-100%$2.7M———
Arrowroot Family Office, LLC
N/A—16,534-16,534-100%$2.7M———
FMR LLC
N/A—16,522-16,522-100%$2.7M———
Envestnet Portfolio Solutions, Inc.
N/A—16,334-16,334-100%$2.6M———
Blom & Howell Financial Planning, Inc.
N/A—16,217-16,217-100%$2.6M———
Chatterton & Associates Inc.
N/A—16,201-16,201-100%$2.5M———
Kickstand Ventures, Llc.
N/A—16,156-16,156-100%$2.6M———
Petra Financial Advisors Inc
N/A—16,138-16,138-100%$2.6M———
Beto Financial Group, LLC
N/A—15,926-15,926-100%$2.3M———
Cedar Wealth Management, LLC
N/A—15,817-15,817-100%$2.6M———
Coppell Advisory Solutions LLC
N/A—15,801-15,801-100%$730———
Argent Trust Co
N/A—15,707-15,707-100%$2.5M———
CIBC World Market Inc.
N/A—15,387-15,387-100%$2.5M———
Strait & Sound Wealth Management LLC
N/A—14,648-14,648-100%$2.4M———
Perennial Investment Advisors, LLC
N/A—14,544-14,544-100%$2.3M———
&partners
N/A—14,504-14,504-100%$2.4M———
Theory Financial LLC
N/A—13,395-13,395-100%$2.2M———
Nicolet Bankshares Inc
N/A—13,330-13,330-100%$2.1M———
AssuredPartners Investment Advisors, LLC
N/A—13,189-13,189-100%$2.1M———
Brookwood Investment Group LLC
N/A—12,992-12,992-100%$2.1M———
Sovereign Financial Group, Inc.
N/A—12,528-12,528-100%$2.0M———
Insigneo Advisory Services, LLC
N/A—12,131-12,131-100%$2.0M———
BlackDiamond Wealth Management, LLC
N/A—11,820-11,820-100%$1.8M———
Wealthgarden F.S. LLC
N/A—11,810-11,810-100%$1.9M———
Stelac Advisory Services LLC
N/A—11,728-11,728-100%$1.9M———
Snowden Capital Advisors LLC
N/A—11,589-11,589-100%$1.9M———
Cozad Asset Management Inc
N/A—11,144-11,144-100%$1.8M———
Baird Financial Group, Inc.
N/A—11,030-11,030-100%$1.8M———
Gotham Asset Management, LLC
N/A—10,768-10,768-100%$1.7M———
Wood Tarver Financial Group, LLC
N/A—10,754-10,754-100%$1.7M———
WealthTrak Capital Management LLC
N/A—10,687-10,687-100%$1.7M———
Centaurus Financial, Inc.
N/A—10,570-10,570-100%$1.7M———
Rockefeller Capital Management L.P.
N/A—10,535-10,535-100%$1.7M———
Brown Advisory Inc
N/A—10,226-10,226-100%$1.7M———
Reliant Investment Partners, LLC
N/A—10,134-10,134-100%$1.6M———
Kintra Wealth, LLC
N/A—9,942-9,942-100%$1.5M———
EP Wealth Advisors, LLC
N/A—9,863-9,863-100%$1.6M———
Capital Analysts, LLC
N/A—9,756-9,756-100%$1.6M———
Benjamin Edwards Inc
N/A—9,560-9,560-100%$1.5M———
Magnolia Capital Advisors LLC
N/A—9,449-9,449-100%$1.5M———
Focus Partners Wealth
N/A—9,284-9,284-100%$1.5M———
BFC Planning, Inc.
N/A—8,806-8,806-100%$1.4M———
Resurgent Financial Advisors LLC
N/A—8,467-8,467-100%$1.4M———
TAGStone Capital, Inc.
N/A—8,340-8,340-100%$1.3M———
GatePass Capital, LLC
N/A—7,914-7,914-100%$1.3M———
Quantinno Capital Management LP
N/A—7,751-7,751-100%$1.3M———
Smart Money Group LLC
N/A—7,470-7,470-100%$1.2M———
Foundations Investment Advisors, LLC
N/A—7,430-7,430-100%$1.2M———
J. M. Brown & Associates Inc.
N/A—7,367-7,367-100%$1.2M———
Delta Investment Management, LLC
N/A—7,297-7,297-100%$1.2M———
Hilltop Partners LLC
N/A—7,110-7,110-100%$1.1M———
Hershey Financial Advisers, LLC
N/A—7,031-7,031-100%$1.1M———
Henrickson Nauta Wealth Advisors, Inc.
N/A—6,659-6,659-100%$1.1M———
Bank of Montreal
N/A—6,647-6,647-100%$1.1M———
SG Americas Securities, LLC
N/A—6,612-6,612-100%$1.1M———
Inspire Advisors, LLC
N/A—6,483-6,483-100%$1.0M———
Kapstone Financial Advisors LLC
N/A—6,481-6,481-100%$1.0M———
Sankala Group LLC
N/A—5,828-5,828-100%$876.9K———
RWA Wealth Partners, LLC
N/A—5,779-5,779-100%$933.5K———
Berger Financial Group, Inc
N/A—5,509-5,509-100%$889.9K———
Principal Securities, Inc.
N/A—5,457-5,457-100%$881.6K———
Smartleaf Asset Management LLC
N/A—5,444-5,444-100%$863.1K———
Orion Porfolio Solutions, LLC
N/A—5,427-5,427-100%$876.7K———
Barnes Wealth Management Group, Inc
N/A—5,379-5,379-100%$868.9K———
PFG Investments, LLC
N/A—5,277-5,277-100%$852.5K———
Fiduciary Financial Advisors
N/A—5,202-5,202-100%$840.5K———
O'shaughnessy Asset Management, LLC
N/A—5,175-5,175-100%$836.0K———
BlackRock, Inc.
N/A—5,153-5,153-100%$832.4K———
Nwam LLC
N/A—5,139-5,139-100%$830.2K———
BNP Paribas Financial Markets
N/A—5,060-5,060-100%$817.4K———
Ausdal Financial Partners, Inc.
N/A—4,988-4,988-100%$805.8K———
Harvest Investment Services, LLC
N/A—4,622-4,622-100%$746.6K———
Optimus Capital Advisors, LLC
N/A—4,499-4,499-100%$726.7K———
Impact Partnership Wealth, LLC
N/A—4,497-4,497-100%$726.5K———
Estate Counselors, LLC
N/A—4,495-4,495-100%$726.1K———
XTX Topco Ltd
N/A—4,479-4,479-100%$723.5K———
Alta Wealth Advisors LLC
N/A—4,281-4,281-100%$691.6K———
Cadia Private Client LLC
N/A—4,251-4,251-100%$686.7K———
Jane Street Group, LLC
N/A—4,184-4,184-100%$675.9K———
Disciplined Investors, L.L.C.
N/A—4,078-4,078-100%$658.8K———
Captrust Financial Advisors
N/A—4,068-4,068-100%$657.2K———
MAI Capital Management
N/A—3,835-3,835-100%$619.6K———
Nuveen, LLC
N/A—3,793-3,793-100%$612.7K———
Independent Advisor Alliance
N/A—3,712-3,712-100%$599.6K———
Thompson David Blair
N/A—3,660-3,660-100%$591.2K———
Stephens Inc
N/A—3,500-3,500-100%$565.4K———
BOK Financial Private Wealth, Inc.
N/A—3,417-3,417-100%$552.0K———
Magnolia Private Wealth, LLC
N/A—3,397-3,397-100%$548.8K———
Alpha Capital Advisors Inc
N/A—3,322-3,322-100%$536.6K———
Peregrine Asset Advisers, Inc.
N/A—3,282-3,282-100%$530.3K———
Envision Financial Transparency, LLC
N/A—3,250-3,250-100%$311.4K———
GWN Securities Inc.
N/A—3,226-3,226-100%$521.2K———
Vienna Asset Management LLC
N/A—3,117-3,117-100%$503.5K———
CFO4Life Group, LLC
N/A—3,099-3,099-100%$500.7K———
Gateway Wealth Partners, LLC
N/A—3,021-3,021-100%$487.9K———
J Hagan Capital, Inc.
N/A—3,016-3,016-100%$487.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,943-2,943-100%$475.5K———
Yukon Wealth Management, Inc.
N/A—2,933-2,933-100%$473.8K———
Ellenbecker Investment Group
N/A—2,872-2,872-100%$464.1K———
Robinhood Asset Management, LLC
N/A—2,832-2,832-100%$457.4K———
Maripau Wealth Management LLC
N/A—2,814-2,814-100%$454.6K———
Beacon Bridge Wealth Partners, LLC
N/A—2,781-2,781-100%$449.2K———
First Western Trust Bank
N/A—2,763-2,763-100%$446.3K———
Palumbo Wealth Management LLC
N/A—2,660-2,660-100%$429.7K———
Wealth Management Associates, Inc.
N/A—2,652-2,652-100%$428.4K———
Vantage Point Financial LLC
N/A—2,634-2,634-100%$425.6K———
Atlantic Union Bankshares Corp
N/A—2,622-2,622-100%$423.6K———
Berkeley Capital Partners, LLC
N/A—2,619-2,619-100%$423.1K———
Vision Retirement, LLC
N/A—2,618-2,618-100%$422.8K———
Sequent Planning LLC
N/A—2,583-2,583-100%$417.3K———
Goldstone Financial Group, LLC
N/A—2,537-2,537-100%$409.8K———
FLC Capital Advisors
N/A—2,533-2,533-100%$409.2K———
Legacy Wealth Managment, LLC
N/A—2,490-2,490-100%$402.3K———
Main Street Financial Solutions, LLC
N/A—2,488-2,488-100%$401.9K———
OneDigital Investment Advisors LLC
N/A—2,382-2,382-100%$384.9K———
Sequoia Financial Advisors, LLC
N/A—2,323-2,323-100%$375.3K———
LaSalle St. Investment Advisors, LLC
N/A—2,211-2,211-100%$357.1K———
Keystone Financial Group
N/A—2,209-2,209-100%$356.9K———
Aptus Capital Advisors, LLC
N/A—2,118-2,118-100%$342.1K———
Savvy Advisors, Inc.
N/A—2,057-2,057-100%$332.2K———
DV Trading LLC
N/A—2,056-2,056-100%$332.1K———
QRG Capital Management, Inc.
N/A—2,043-2,043-100%$330.0K———
Pinnacle Family Advisors, LLC
N/A—2,028-2,028-100%$327.5K———
Orleans Capital Management Corp
N/A—2,000-2,000-100%$323.1K———
Private Wealth Asset Management, LLC
N/A—2,000-2,000-100%$323.1K———
Lowery Thomas, LLC
N/A—1,921-1,921-100%$310.3K———
Huntington National Bank
N/A—1,913-1,913-100%$309.0K———
Brand Asset Management Group, Inc.
N/A—1,876-1,876-100%$303.1K———
Avant Capital LLC
N/A—1,862-1,862-100%$300.7K———
Integrity Wealth Solutions LLC
N/A—1,793-1,793-100%$289.6K———
Ancora Advisors LLCA
N/A—1,767-1,767-100%$285.5K———
Compass Capital Corp
N/A—1,738-1,738-100%$259.7K———
Evolve Private Wealth, LLC
N/A—1,725-1,725-100%$278.7K———
Empirical Asset Management, LLC
N/A—1,664-1,664-100%$268.8K———
Darwin Wealth Management, LLC
N/A—1,648-1,648-100%$266.3K———
Tulsa Wealth Advisors, Inc
N/A—1,630-1,630-100%$263.3K———
Transcend Capital Advisors, LLC
N/A—1,612-1,612-100%$260.4K———
OneAscent Wealth Management LLC
N/A—1,609-1,609-100%$259.9K———
FLP Wealth Management, LLC
N/A—1,604-1,604-100%$259.1K———
Maridea Wealth Management LLC
N/A—1,555-1,555-100%$251.2K———
Generation Capital Management LLC
N/A—1,515-1,515-100%$244.7K———
Investor's Fiduciary Advisor Network, LLC
N/A—1,446-1,446-100%$233.0K———
Parker Investment Management, LLC
N/A—1,409-1,409-100%$227.7K———
Dunhill Financial, LLC
N/A—1,395-1,395-100%$225.3K———
Retirement Management Systems Inc.
N/A—1,380-1,380-100%$222.9K———
Commerce Bank
N/A—1,350-1,350-100%$218.1K———
Drake & Associates, LLC
N/A—1,321-1,321-100%$213.4K———
Jaffetilchin Investment Partners, LLC
N/A—1,270-1,270-100%$205.2K———
Gallagher Fiduciary Advisors, LLC
N/A—1,245-1,245-100%$201.1K———
Transamerica Financial Advisors, LLC
N/A—793-793-100%$128.2K———
Group One Trading LLC
N/A—637-637-100%$102.9K———
Fourth Dimension Wealth, LLC
N/A—600-600-100%$96.9K———
Strategic Wealth Partners, Ltd.
N/A—600-600-100%$96.9K———
Vanguard Advisers Inc
N/A—589-589-100%$95.2K———
Lavaca Capital LLC
N/A—565-565-100%$91.3K———
Glen Eagle Advisors, LLC
N/A—540-540-100%$87.2K———
Glenmede Trust Co NA
N/A—507-507-100%$81.9K———
LGT Financial Advisors LLC
N/A—481-481-100%$77.7K———
Timbuktu Capital Management, LLC
N/A—400-400-100%$64.6K———
Dogwood Wealth Management LLC
N/A—331-331-100%$53.5K———
Aventura Private Wealth, LLC
N/A—309-309-100%$49.9K———
Bernard Wealth Management Corp.
N/A—288-288-100%$46.5K———
Mark Sheptoff Financial Planning, LLC
N/A—280-280-100%$45.2K———
Smithfield Trust Co
N/A—227-227-100%$36———
Medallion Wealth Advisors, LLC
N/A—227-227-100%$65.5K———
Toronto Dominion Bank
N/A—168-168-100%$27.1K———
Ameriflex Group, Inc.
N/A—155-155-100%$25.0K———
Founders Financial Alliance, LLC
N/A—147-147-100%$23.7K———
Westend Capital Management, LLC
N/A—146-146-100%$23.6K———
Hantz Financial Services, Inc.
N/A—146-146-100%$24———
Copia Wealth Management
N/A—139-139-100%$22.5K———
Atomic Invest LLC
N/A—124-124-100%$19.6K———
HHM Wealth Advisors, LLC
N/A—117-117-100%$18.9K———
Hollencrest Capital Management
N/A—114-114-100%$18.4K———
Continuum Advisory, LLC
N/A—108-108-100%$17.4K———
Strive Financial Group,LLC
N/A—103-103-100%$16.7K———
SOA Wealth Advisors, Llc.
N/A—100-100-100%$16.2K———
Measured Wealth Private Client Group, LLC
N/A—92-92-100%$14.9K———
UBS Asset Management Americas LLC
N/A—78-78-100%$12.6K———
Marshall Investment Management, LLC
N/A—55-55-100%$8.9K———
Kilter Group LLC
N/A—53-53-100%$8.6K———
Godfrey Financial Associates, Inc.
N/A—50-50-100%$8.1K———
Colonial Trust Co / SC
N/A—49-49-100%$7.9K———
Mcguire Capital Advisors Inc
N/A—47-47-100%$7.6K———
Tower Research Capital LLC (TRC)
N/A—29-29-100%$4.7K———
Truvestments Capital LLC
N/A—27-27-100%$4.4K———
Highland Investment Advisors LLC
N/A—26-26-100%$4.2K———
Optiver Holding B.V.
N/A—4-4-100%$646———
Boreal Capital Management LLC
N/A—00—$390.3K———
Showing 836 of 836 institutions