IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Invesco S&P 500 LOW Volatili (SPLV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares3,556,851 from 3,827,985
Change-271,134 (-7%)
Value$250.8M (-$35.9M)
Filed 2026-11-06
PNC Financial Services Group, Inc.
DECREASED
Shares786,689 from 990,440
Change-203,751 (-21%)
Value$55.5M (-$18.7M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares723,160 from 836,710
Change-113,550 (-14%)
Value$51.0M (-$11.7M)
Filed 2026-11-02
Securian Asset Management, Inc
UNCHANGED
Shares690,000 from 690,000
Change0 (0%)
Value$48.7M (-$4.2M)
Filed 2026-11-06
Armbruster Capital Management, Inc.
INCREASED
Shares553,705 from 540,041
Change+13,664 (+3%)
Value$39.0M (-$1.4M)
Filed 2026-10-19
Brookstone Capital Management
DECREASED
Shares506,014 from 512,689
Change-6,675 (-1%)
Value$35.7M (-$2.7M)
Filed 2026-10-22
Genworth Financial Inc
INCREASED
Shares481,590 from 476,493
Change+5,097 (+1%)
Value$34.0M (-$1.7M)
Filed 2026-10-21
Berman McAleer LLC
DECREASED
Shares378,328 from 402,028
Change-23,700 (-6%)
Value$26.7M (-$3.4M)
Filed 2026-10-16
New England Private Wealth Advisors LLC
DECREASED
Shares360,439 from 366,189
Change-5,750 (-2%)
Value$25.4M (-$2.9M)
Filed 2026-10-19
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares321,510 from 331,823
Change-10,313 (-3%)
Value$22.7M (-$2.2M)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares286,628 from 263,709
Change+22,919 (+9%)
Value$20.2M (+$458.3K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares276,410 from 296,112
Change-19,702 (-7%)
Value$19.9M (-$2.6M)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares274,745 from 272,595
Change+2,150 (+1%)
Value$19.4M (-$1.0M)
Filed 2026-11-02
NewSquare Capital LLC
DECREASED
Shares223,494 from 228,650
Change-5,156 (-2%)
Value$15.8M (-$1.4M)
Filed 2026-11-06
Prospera Financial Services Inc
INCREASED
Shares215,596 from 198,593
Change+17,003 (+9%)
Value$16.5M (+$1.6M)
Filed 2026-11-04
Ballast, Inc.
INCREASED
Shares188,241 from 173,437
Change+14,804 (+9%)
Value$13.3M (+$282.4K)
Filed 2026-10-20
Dominguez Wealth Management Solutions, Inc.
INCREASED
Shares174,543 from 170,427
Change+4,116 (+2%)
Value$12.3M (-$458.0K)
Filed 2026-10-07
Bell Investment Advisors, Inc
INCREASED
Shares169,382 from 167,698
Change+1,684 (+1%)
Value$11.9M (-$617.5K)
Filed 2026-10-29
Alliance Wealth Advisors, LLC
INCREASED
Shares168,735 from 153,535
Change+15,200 (+10%)
Value$11.9M (+$397.7K)
Filed 2026-10-28
JFS Wealth Advisors, LLC
DECREASED
Shares161,331 from 161,837
Change-506 (0%)
Value$11.4M (-$746.2K)
Filed 2026-11-03
Lido Advisors, LLC
INCREASED
Shares152,863 from 152,649
Change+214 (+0%)
Value$10.8M (-$655.0K)
Filed 2026-11-04
Creative Planning
DECREASED
Shares141,443 from 142,474
Change-1,031 (-1%)
Value$10.0M (-$698.2K)
Filed 2026-11-02
Capital Advisors, Ltd. LLC
DECREASED
Shares141,065 from 150,472
Change-9,407 (-6%)
Value$9.9M (+$9.9M)
Filed 2026-10-27
Traynor Capital Management, Inc.
INCREASED
Shares130,318 from 130,074
Change+244 (+0%)
Value$9.2M (-$553.8K)
Filed 2026-10-29
Nilsine Partners, LLC
INCREASED
Shares126,779 from 122,667
Change+4,112 (+3%)
Value$8.9M (-$248.6K)
Filed 2026-11-02
Fortune Financial Group, Inc.
INCREASED
Shares116,357 from 110,796
Change+5,561 (+5%)
Value$8.2M (-$94.3K)
Filed 2026-10-22
Truist Financial Corp
DECREASED
Shares110,725 from 111,620
Change-895 (-1%)
Value$7.8M (-$553.1K)
Filed 2026-10-30
Stewardship Advisors, LLC
DECREASED
Shares105,946 from 108,029
Change-2,083 (-2%)
Value$7.5M (-$621.1K)
Filed 2026-10-20
Commonwealth Financial Services, LLC
DECREASED
Shares105,714 from 117,275
Change-11,561 (-10%)
Value$7.5M (-$1.3M)
Filed 2026-10-20
Park Avenue Securities LLC
INCREASED
Shares101,993 from 98,802
Change+3,191 (+3%)
Value$7.2M (-$208.0K)
Filed 2026-10-26
HB Wealth Management, LLC
INCREASED
Shares101,122 from 100,929
Change+193 (+0%)
Value$7.1M (-$429.5K)
Filed 2026-10-23
Strategic Advisory Partners, LLC
INCREASED
Shares99,526 from 96,573
Change+2,953 (+3%)
Value$7.0M (-$215.8K)
Filed 2026-11-06
CFG Wealth Management Services, Inc.
INCREASED
Shares98,524 from 94,664
Change+3,860 (+4%)
Value$7.0M (-$93.0K)
Filed 2026-10-21
Vaquero Private Wealth, LTD
DECREASED
Shares90,624 from 93,086
Change-2,462 (-3%)
Value$6.4M (-$582.2K)
Filed 2026-10-27
First Premier Bank
DECREASED
Shares89,007 from 90,988
Change-1,981 (-2%)
Value$6.3K (-$539)
Filed 2026-10-13
Strategic Family Wealth Counselors, L.L.C.
DECREASED
Shares84,231 from 84,613
Change-382 (0%)
Value$5.9M (-$398.5K)
Filed 2026-10-29
Israel Discount Bank of New York
INCREASED
Shares83,355 from 73,385
Change+9,970 (+14%)
Value$5.9M (+$380.8K)
Filed 2026-10-14
Verdence Capital Advisors LLC
INCREASED
Shares83,271 from 28,958
Change+54,313 (+188%)
Value$5.9M (+$3.7M)
Filed 2026-10-26
American Financial & TAX Strategies Inc
DECREASED
Shares80,829 from 81,484
Change-655 (-1%)
Value$5.7M (-$403.9K)
Filed 2026-10-16
Allworth Financial LP
INCREASED
Shares76,780 from 76,779
Change+1 (0%)
Value$5.8M (+$38)
Filed 2026-11-06
J.W. Cole Advisors, Inc.
DECREASED
Shares75,045 from 80,047
Change-5,002 (-6%)
Value$5.3M (-$704.1K)
Filed 2026-11-05
Value Investment Professionals, LLC
DECREASED
Shares72,948 from 74,417
Change-1,469 (-2%)
Value$5.1M (-$430.2K)
Filed 2026-10-13
Pinnacle Wealth Management Group, Inc.
INCREASED
Shares72,862 from 71,724
Change+1,138 (+2%)
Value$5.1M (-$234.6K)
Filed 2026-10-15
SteelPeak Wealth, LLC
DECREASED
Shares71,008 from 85,394
Change-14,386 (-17%)
Value$5.0M (-$1.4M)
Filed 2026-10-16
Fifth Third Securities, Inc.
INCREASED
Shares70,299 from 70,292
Change+7 (+0%)
Value$5.0M (-$308.1K)
Filed 2026-10-21
G&S Capital LLC
DECREASED
Shares63,604 from 63,792
Change-188 (0%)
Value$4.5M (-$293.3K)
Filed 2026-10-23
Trinity Wealth Management, LLC
INCREASED
Shares62,117 from 60,713
Change+1,404 (+2%)
Value$4.4M (-$167.5K)
Filed 2026-10-13
Cherry Tree Wealth Management, LLC
DECREASED
Shares60,578 from 60,920
Change-342 (-1%)
Value$4.3M (-$291.5K)
Filed 2026-10-15
MGO One Seven LLC
INCREASED
Shares58,501 from 57,917
Change+584 (+1%)
Value$4.1M (-$213.1K)
Filed 2026-10-28
Citigroup Inc
DECREASED
Shares57,473 from 439,459
Change-381,986 (-87%)
Value$4.1M (-$28.9M)
Filed 2026-11-04
Klingman & Associates, LLC
DECREASED
Shares54,354 from 55,186
Change-832 (-2%)
Value$3.8M (-$300.9K)
Filed 2026-10-20
Merit Financial Group, LLC
INCREASED
Shares54,289 from 41,979
Change+12,310 (+29%)
Value$3.8M (+$683.7K)
Filed 2026-11-06
Farther Finance Advisors, LLC
INCREASED
Shares51,113 from 44,677
Change+6,436 (+14%)
Value$3.6M (+$257.7K)
Filed 2026-10-08
Pacific Center for Financial Services
INCREASED
Shares50,858 from 50,777
Change+81 (+0%)
Value$3.6M (-$217.2K)
Filed 2026-10-15
Corundum Group, Inc.
INCREASED
Shares49,871 from 47,322
Change+2,549 (+5%)
Value$3.5M (-$28.0K)
Filed 2026-10-28
Johnson & White Wealth Management, LLC
INCREASED
Shares48,867 from 47,405
Change+1,462 (+3%)
Value$3.4M (-$105.0K)
Filed 2026-11-03
Burns Matteson Capital Management, LLC
DECREASED
Shares48,628 from 51,690
Change-3,062 (-6%)
Value$3.4M (-$442.8K)
Filed 2026-10-16
Flagship Harbor Advisors, LLC
DECREASED
Shares47,475 from 68,293
Change-20,818 (-30%)
Value$3.3M (-$1.8M)
Filed 2026-10-26
Independent Financial Group, LLC
DECREASED
Shares46,527 from 46,682
Change-155 (0%)
Value$3.3M (-$215.9K)
Filed 2026-10-13
Milestone Investment Advisors LLC
DECREASED
Shares46,310 from 46,372
Change-62 (0%)
Value$3.3M (-$207.9K)
Filed 2026-11-05
Focus Financial Network, Inc.
DECREASED
Shares43,786 from 46,538
Change-2,752 (-6%)
Value$3.1M (-$398.3K)
Filed 2026-10-14
Parallel Advisors, LLC
INCREASED
Shares42,679 from 34,775
Change+7,904 (+23%)
Value$3.0M (+$404.6K)
Filed 2026-11-03
Lmcg Investments, LLC
INCREASED
Shares41,338 from 39,926
Change+1,412 (+4%)
Value$2.9M (-$75.7K)
Filed 2026-10-21
Total Clarity Wealth Management, Inc.
INCREASED
Shares41,317 from 39,904
Change+1,413 (+4%)
Value$2.9M (-$75.5K)
Filed 2026-10-26
Global Assets Advisory, LLC
DECREASED
Shares41,219 from 41,672
Change-453 (-1%)
Value$2.9M (-$206.8K)
Filed 2026-10-28
Trilogy Capital Inc.
DECREASED
Shares40,512 from 54,849
Change-14,337 (-26%)
Value$2.9M (-$1.3M)
Filed 2026-10-20
WT Wealth Management
INCREASED
Shares39,960 from 39,937
Change+23 (+0%)
Value$2.8M (-$173.7K)
Filed 2026-10-13
Sard Wealth Management Group, LLC
INCREASED
Shares39,832 from 39,447
Change+385 (+1%)
Value$2.8M (-$146.0K)
Filed 2026-10-16
Weil Company, Inc.
NEW
Shares39,589
Change+39,589
Value$2.8M
Filed 2026-10-14
Capital Investment Advisory Services, LLC
DECREASED
Shares38,607 from 150,473
Change-111,866 (-74%)
Value$2.7M (-$8.5M)
Filed 2026-10-30
Clear Harbor Asset Management, LLC
INCREASED
Shares38,583 from 37,672
Change+911 (+2%)
Value$2.7M (-$101.1K)
Filed 2026-11-05
UMB Bank, n.a.
DECREASED
Shares37,546 from 40,142
Change-2,596 (-6%)
Value$2.6M (-$359.3K)
Filed 2026-11-06
Fifth Third Bancorp
DECREASED
Shares37,406 from 41,214
Change-3,808 (-9%)
Value$2.6M (-$449.4K)
Filed 2026-11-05
Ellis Investment Partners, LLC
DECREASED
Shares37,268 from 42,943
Change-5,675 (-13%)
Value$2.6M (-$588.7K)
Filed 2026-10-21
Creative Financial Designs Inc
INCREASED
Shares36,822 from 20,363
Change+16,459 (+81%)
Value$2.6M (+$1.1M)
Filed 2026-11-04
Syntegra Private Wealth Group, LLC
DECREASED
Shares34,322 from 34,487
Change-165 (0%)
Value$2.4M (-$163.1K)
Filed 2026-10-13
Fortis Group Advisors, LLC
DECREASED
Shares34,058 from 62,002
Change-27,944 (-45%)
Value$2.6M (-$2.0M)
Filed 2026-11-06
High Net Worth Advisory Group LLC
DECREASED
Shares33,365 from 33,469
Change-104 (0%)
Value$2.4M (-$154.3K)
Filed 2026-10-26
WealthBridge Capital Management, LLC
DECREASED
Shares31,073 from 32,498
Change-1,425 (-4%)
Value$2.2M (-$243.2K)
Filed 2026-10-16
First Horizon Corp
DECREASED
Shares30,867 from 31,149
Change-282 (-1%)
Value$2.2M (-$156.6K)
Filed 2026-10-26
Sherman Wealth Management LLC
DECREASED
Shares29,801 from 32,329
Change-2,528 (-8%)
Value$2.1M (-$320.1K)
Filed 2026-10-16
Selby Wealth Management, LLC
DECREASED
Shares29,022 from 29,827
Change-805 (-3%)
Value$2.0M (-$187.7K)
Filed 2026-10-16
Wealthcare Advisory Partners LLC
INCREASED
Shares28,859 from 19,672
Change+9,187 (+47%)
Value$2.0M (+$561.4K)
Filed 2026-10-21
Simplicity Wealth,LLC
INCREASED
Shares27,845 from 23,893
Change+3,952 (+17%)
Value$2.0M (+$173.8K)
Filed 2026-10-23
Weaver Capital Management LLC
DECREASED
Shares27,613 from 28,807
Change-1,194 (-4%)
Value$1.9M (-$160.0K)
Filed 2026-10-15
Oppenheimer & Co Inc
DECREASED
Shares27,586 from 29,590
Change-2,004 (-7%)
Value$1.9M (-$271.2K)
Filed 2026-10-26
Concurrent Investment Advisors, LLC
INCREASED
Shares27,445 from 22,096
Change+5,349 (+24%)
Value$1.9M (+$280.1K)
Filed 2026-10-16
Bank of New York Mellon Corp
INCREASED
Shares25,703 from 8,351
Change+17,352 (+208%)
Value$1.8M (+$1.2M)
Filed 2026-11-05
D.A. Davidson & Co.
DECREASED
Shares25,669 from 27,895
Change-2,226 (-8%)
Value$1.8M (-$279.4K)
Filed 2026-10-28
Integrated Advisors Network LLC
DECREASED
Shares25,356 from 26,599
Change-1,243 (-5%)
Value$1.8M (-$204.4K)
Filed 2026-10-20
Vigilare Wealth Management
DECREASED
Shares24,897 from 114,391
Change-89,494 (-78%)
Value$1.8M (-$6.8M)
Filed 2026-10-29
Perryman Financial Advisory Inc
DECREASED
Shares24,608 from 24,999
Change-391 (-2%)
Value$1.7M (-$137.3K)
Filed 2026-10-16
Advisory Solutions Group, LLC
INCREASED
Shares22,936 from 22,071
Change+865 (+4%)
Value$1.6M (-$35.9K)
Filed 2026-10-14
Terril Brothers, Inc.
INCREASED
Shares22,879 from 22,084
Change+795 (+4%)
Value$1.6M (-$40.9K)
Filed 2026-11-06
Great Waters Wealth Management
INCREASED
Shares22,654 from 22,616
Change+38 (+0%)
Value$1.6M (-$96.6K)
Filed 2026-10-07
Kingswood Wealth Advisors, LLC
INCREASED
Shares22,171 from 19,425
Change+2,746 (+14%)
Value$1.6M (+$108.4K)
Filed 2026-10-23
Long Island Wealth Management, Inc.
INCREASED
Shares21,951 from 20,175
Change+1,776 (+9%)
Value$1.5M (+$36.6K)
Filed 2026-10-20
Ridgewood Investments LLC
DECREASED
Shares21,917 from 22,126
Change-209 (-1%)
Value$1.5M (-$111.9K)
Filed 2026-10-05
Ascentis Independent Advisors
NEW
Shares21,895
Change+21,895
Value$1.5M
Filed 2026-11-03
Woodmont Investment Counsel LLC
DECREASED
Shares21,679 from 21,829
Change-150 (-1%)
Value$1.5M (-$106.4K)
Filed 2026-10-29
Sheets Smith Wealth Management
DECREASED
Shares21,597 from 21,865
Change-268 (-1%)
Value$1.5M (-$114.9K)
Filed 2026-10-16
Vise Technologies, Inc.
INCREASED
Shares21,376 from 20,162
Change+1,214 (+6%)
Value$1.5M (-$2.9K)
Filed 2026-10-29
Acorn Wealth Advisors, LLC
DECREASED
Shares21,195 from 21,296
Change-101 (0%)
Value$1.5M (-$100.6K)
Filed 2026-10-19
Silverlake Wealth Management LLC
DECREASED
Shares21,185 from 23,791
Change-2,606 (-11%)
Value$1.5M (-$288.2K)
Filed 2026-10-21
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares20,972 from 19,437
Change+1,535 (+8%)
Value$1.5M (+$22.9K)
Filed 2026-10-05
PFG Advisors
DECREASED
Shares20,678 from 25,907
Change-5,229 (-20%)
Value$1.5M (-$482.4K)
Filed 2026-10-16
Laurel Wealth Planning LLC
UNCHANGED
Shares20,064 from 20,064
Change0 (0%)
Value$1.4M (-$88.1K)
Filed 2026-11-02
WealthPlan Investment Management, LLC
INCREASED
Shares19,870 from 19,669
Change+201 (+1%)
Value$1.4M (-$72.2K)
Filed 2026-10-15
Quantum Financial Partners LLC
INCREASED
Shares19,229 from 18,552
Change+677 (+4%)
Value$1.4M (-$33.7K)
Filed 2026-10-19
Midwest Financial Group LLC
DECREASED
Shares18,947 from 19,046
Change-99 (-1%)
Value$1.3M (-$90.6K)
Filed 2026-10-15
Ashton Thomas Private Wealth, LLC
DECREASED
Shares18,919 from 18,987
Change-68 (0%)
Value$1.3M (-$88.2K)
Filed 2026-11-03
Lunt Capital Management, Inc.
NEW
Shares18,721
Change+18,721
Value$1.3M
Filed 2026-10-30
Seamount Financial Group Inc
DECREASED
Shares18,426 from 18,762
Change-336 (-2%)
Value$1.3M (-$106.1K)
Filed 2026-10-21
Wealth Intelligence, LLC
INCREASED
Shares18,408 from 15,829
Change+2,579 (+16%)
Value$1.3M (+$112.4K)
Filed 2026-10-16
Robertson Stephens Wealth Management, LLC
DECREASED
Shares18,356 from 22,269
Change-3,913 (-18%)
Value$1.3M (-$373.7K)
Filed 2026-10-16
Financial Life Advisors
DECREASED
Shares18,351 from 19,031
Change-680 (-4%)
Value$1.3M (-$131.5K)
Filed 2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares18,269 from 18,328
Change-59 (0%)
Value$1.3M (-$84.6K)
Filed 2026-10-27
Tempus Wealth Planning, LLC
DECREASED
Shares18,150 from 18,477
Change-327 (-2%)
Value$1.3M (-$104.2K)
Filed 2026-10-14
Daiwa Securities Group Inc.
INCREASED
Shares18,050 from 16,850
Change+1,200 (+7%)
Value$1.3M (+$10.6K)
Filed 2026-10-29
Amundi
DECREASED
Shares18,002 from 25,619
Change-7,617 (-30%)
Value$1.3M (-$649.5K)
Filed 2026-11-06
Kingstone Capital Partners Texas, LLC
INCREASED
Shares17,998 from 17,898
Change+100 (+1%)
Value$1.3M (-$71.5K)
Filed 2026-11-03
Paragon Private Wealth Management, LLC
DECREASED
Shares17,896 from 18,066
Change-170 (-1%)
Value$1.3M (-$91.3K)
Filed 2026-10-20
Broussard Financial Group LLC
INCREASED
Shares17,599 from 9,236
Change+8,363 (+91%)
Value$1.2M (+$549.1K)
Filed 2026-10-26
Flagship Private Wealth, LLC
INCREASED
Shares17,092 from 16,944
Change+148 (+1%)
Value$1.2M (-$63.9K)
Filed 2026-11-05
Diversify Advisory Services, LLC
DECREASED
Shares17,067 from 17,819
Change-752 (-4%)
Value$1.3M (-$117.9K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares17,067 from 17,819
Change-752 (-4%)
Value$1.3M (-$117.9K)
Filed 2026-10-20
Capstone Wealth Management Group, Inc.
DECREASED
Shares16,643 from 17,110
Change-467 (-3%)
Value$1.2M (-$108.0K)
Filed 2026-10-19
Meridian Financial Advisors, LLC
INCREASED
Shares16,604 from 14,677
Change+1,927 (+13%)
Value$1.2M (+$71.4K)
Filed 2026-10-14
Investors Research Corp
DECREASED
Shares16,035 from 26,620
Change-10,585 (-40%)
Value$1.1M (-$863.2K)
Filed 2026-10-07
Innova Wealth Partners
INCREASED
Shares16,029 from 13,030
Change+2,999 (+23%)
Value$1.1M (+$154.3K)
Filed 2026-10-21
Northcape Wealth Management, LLC
DECREASED
Shares15,486 from 15,856
Change-370 (-2%)
Value$1.1M (-$95.7K)
Filed 2026-11-04
Tompkins Financial Corp
DECREASED
Shares15,344 from 18,573
Change-3,229 (-17%)
Value$1.1M (-$309.2K)
Filed 2026-10-05
XML Financial, LLC
INCREASED
Shares15,263 from 15,017
Change+246 (+2%)
Value$1.1M (-$48.6K)
Filed 2026-10-29
Summit Global Investments
INCREASED
Shares15,083 from 5,551
Change+9,532 (+172%)
Value$1.1M (+$648.0K)
Filed 2026-10-28
Santori & Peters, Inc.
DECREASED
Shares15,031 from 17,181
Change-2,150 (-13%)
Value$1.1M (-$227.1K)
Filed 2026-10-26
Brown Wealth Management, LLC
INCREASED
Shares14,655 from 14,652
Change+3 (+0%)
Value$1.0M (-$64.1K)
Filed 2026-10-20
Chicago Partners Investment Group LLC
INCREASED
Shares14,561 from 14,200
Change+361 (+3%)
Value$1.1M (+$13.9K)
Filed 2026-10-27
Venture Visionary Partners LLC
DECREASED
Shares14,467 from 14,665
Change-198 (-1%)
Value$1.0M (-$78.4K)
Filed 2026-10-07
Virtus Wealth Solutions LLC
INCREASED
Shares14,435 from 14,353
Change+82 (+1%)
Value$1.0M (-$57.2K)
Filed 2026-11-03
Lodestar Private Asset Management LLC
INCREASED
Shares14,203 from 14,188
Change+15 (+0%)
Value$1.0M (-$61.2K)
Filed 2026-10-26
Onyx Bridge Wealth Group LLC
INCREASED
Shares14,150 from 14,069
Change+81 (+1%)
Value$997.7K (-$56.1K)
Filed 2026-10-16
Principle Wealth Partners LLC
INCREASED
Shares14,142 from 14,141
Change+1 (+0%)
Value$997.2K (-$62.0K)
Filed 2026-11-02
AG Asset Advisory, LLC
UNCHANGED
Shares14,037 from 14,037
Change0 (0%)
Value$989.7K (-$61.6K)
Filed 2026-11-06
Verity Asset Management, Inc.
DECREASED
Shares14,014 from 20,661
Change-6,647 (-32%)
Value$988.1K (-$559.4K)
Filed 2026-10-30
Integrity Wealth Advisors, Inc.
NEW
Shares13,982
Change+13,982
Value$985.9K
Filed 2026-10-29
Symphony Financial, Ltd. Co.
INCREASED
Shares13,956 from 13,749
Change+207 (+2%)
Value$993.0K (-$46.3K)
Filed 2026-10-22
Level Four Advisory Services, LLC
INCREASED
Shares13,851 from 12,483
Change+1,368 (+11%)
Value$976.7K (+$41.7K)
Filed 2026-11-06
Variant Private Wealth, LLC
INCREASED
Shares13,633 from 13,559
Change+74 (+1%)
Value$961.3K (-$54.3K)
Filed 2026-10-21
Keybank National Association
UNCHANGED
Shares13,628 from 13,628
Change0 (0%)
Value$960.9K (-$59.8K)
Filed 2026-11-04
TPG Advisors LLC
INCREASED
Shares13,618 from 13,598
Change+20 (+0%)
Value$960.2K (-$58.3K)
Filed 2026-10-16
Schaeffer Financial LLC
DECREASED
Shares13,486 from 35,733
Change-22,247 (-62%)
Value$950.9K (-$1.7M)
Filed 2026-10-23
Savant Capital, LLC
INCREASED
Shares13,472 from 11,393
Change+2,079 (+18%)
Value$949.9K (+$94.0K)
Filed 2026-11-06
GC Wealth Management RIA, LLC
UNCHANGED
Shares13,308 from 13,308
Change0 (0%)
Value$938.3K (-$58.4K)
Filed 2026-11-02
Orca Investment Management, LLC
UNCHANGED
Shares12,918 from 12,918
Change0 (0%)
Value$910.8K (-$56.7K)
Filed 2026-10-29
Landaas & Co
INCREASED
Shares12,905 from 12,885
Change+20 (+0%)
Value$909.9K (-$55.1K)
Filed 2026-10-29
Decker Wealth Management LLC
UNCHANGED
Shares12,828 from 12,828
Change0 (0%)
Value$904.5K (-$56.3K)
Filed 2026-10-09
Patriot Investment Management Group, Inc.
UNCHANGED
Shares12,766 from 12,766
Change0 (0%)
Value$900.1K (-$56.0K)
Filed 2026-10-15
Simplex Trading, LLC
INCREASED
Shares12,694 from 1,951
Change+10,743 (+551%)
Value$895.1K (+$748.9K)
Filed 2026-11-04
Money Concepts Capital Corp
INCREASED
Shares12,680 from 10,624
Change+2,056 (+19%)
Value$894.0K (+$98.3K)
Filed 2026-11-06
Sage Mountain Advisors LLC
UNCHANGED
Shares12,635 from 12,635
Change0 (0%)
Value$890.9K (-$55.5K)
Filed 2026-11-02
MTM Investment Management, LLC
UNCHANGED
Shares12,489 from 12,489
Change0 (0%)
Value$880.6K (-$54.8K)
Filed 2026-10-30
Brighton Jones LLC
INCREASED
Shares12,450 from 12,110
Change+340 (+3%)
Value$877.9K (-$29.2K)
Filed 2026-11-03
SC&H Financial Advisors, Inc.
DECREASED
Shares12,324 from 13,106
Change-782 (-6%)
Value$869.0K (-$112.7K)
Filed 2026-10-14
Allied Investment Advisors, LLC
UNCHANGED
Shares12,200 from 12,200
Change0 (0%)
Value$860.2K (-$53.6K)
Filed 2026-10-13
American Capital Advisory, LLC
INCREASED
Shares12,173 from 12,160
Change+13 (+0%)
Value$858.3K (-$52.5K)
Filed 2026-10-28
Magnus Financial Group LLC
DECREASED
Shares12,158 from 12,189
Change-31 (0%)
Value$857.2K (-$55.7K)
Filed 2026-10-21
Trueblood Wealth Management, LLC
DECREASED
Shares11,970 from 15,013
Change-3,043 (-20%)
Value$844.0K (-$280.5K)
Filed 2026-10-23
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED
Shares11,958 from 11,958
Change0 (0%)
Value$843.2K (-$52.5K)
Filed 2026-11-02
Aprio Wealth Management, LLC
NEW
Shares11,945
Change+11,945
Value$842.2K
Filed 2026-10-28
Patten & Patten Inc
INCREASED
Shares11,929 from 11,778
Change+151 (+1%)
Value$841.1K (-$41.0K)
Filed 2026-10-26
Barclays PLC
INCREASED
Shares11,860 from 6,940
Change+4,920 (+71%)
Value$836.2K (+$316.4K)
Filed 2026-11-06
Symmetry Partners, LLC
INCREASED
Shares11,827 from 11,737
Change+90 (+1%)
Value$833.9K (-$45.1K)
Filed 2026-10-27
Blue Trust, Inc.
INCREASED
Shares11,586 from 2,190
Change+9,396 (+429%)
Value$816.9K (+$652.9K)
Filed 2026-10-15
Whipplewood Advisors, LLC
DECREASED
Shares11,577 from 11,697
Change-120 (-1%)
Value$816.3K (-$59.8K)
Filed 2026-10-20
Clark Asset Management, LLC
INCREASED
Shares11,481 from 11,375
Change+106 (+1%)
Value$809.5K (-$42.5K)
Filed 2026-10-19
Eastern Bank
UNCHANGED
Shares11,445 from 11,445
Change0 (0%)
Value$807.0K (-$50.2K)
Filed 2026-10-05
Clearwater Capital Advisors, LLC
UNCHANGED
Shares11,351 from 11,351
Change0 (0%)
Value$800.4K (-$49.8K)
Filed 2026-11-06
Pettinga Financial Advisors LLC
DECREASED
Shares11,330 from 13,400
Change-2,070 (-15%)
Value$798.9K (-$204.8K)
Filed 2026-10-13
Nikulski Financial, Inc.
DECREASED
Shares11,046 from 11,815
Change-769 (-7%)
Value$778.9K (-$106.1K)
Filed 2026-11-06
Harfst & Associates, Inc.
DECREASED
Shares11,011 from 11,511
Change-500 (-4%)
Value$776.4K (-$85.8K)
Filed 2026-10-20
Strategic Wealth Advisors LLC
DECREASED
Shares10,985 from 12,425
Change-1,440 (-12%)
Value$774.5K (+$773.6K)
Filed 2026-11-06
Sowell Financial Services LLC
INCREASED
Shares10,984 from 10,682
Change+302 (+3%)
Value$774.5K (-$25.6K)
Filed 2026-10-23
Taylor Securities Services, Inc.
DECREASED
Shares10,946 from 11,142
Change-196 (-2%)
Value$771.8K (-$62.7K)
Filed 2026-10-20
Tranquility Partners, LLC
DECREASED
Shares10,914 from 11,468
Change-554 (-5%)
Value$769.5K (-$89.4K)
Filed 2026-10-20
Koshinski Asset Management, Inc.
DECREASED
Shares10,836 from 12,216
Change-1,380 (-11%)
Value$764.1K (-$150.9K)
Filed 2026-10-29
Bedel Financial Consulting, Inc.
INCREASED
Shares10,700 from 10,696
Change+4 (+0%)
Value$754.5K (-$46.7K)
Filed 2026-11-06
Sigma Planning Corp
INCREASED
Shares10,654 from 10,627
Change+27 (+0%)
Value$752.9K (-$43.1K)
Filed 2026-10-23
Optivise Advisory Services LLC
UNCHANGED
Shares10,510 from 10,510
Change0 (0%)
Value$741.1K (-$46.1K)
Filed 2026-10-19
Hicks Capital Management LLC
UNCHANGED
Shares10,437 from 10,437
Change0 (0%)
Value$781.7K ($0)
Filed 2026-10-20
Continuum Wealth Advisors, LLC
UNCHANGED
Shares10,340 from 10,340
Change0 (0%)
Value$729.1K (-$45.4K)
Filed 2026-10-20
Choreo, LLC
UNCHANGED
Shares10,325 from 10,325
Change0 (0%)
Value$728.0K (-$45.3K)
Filed 2026-10-28
B. Riley Wealth Advisors, Inc.
INCREASED
Shares10,299 from 9,915
Change+384 (+4%)
Value$726.2K (-$23.3K)
Filed 2026-10-13
Aspiriant, LLC
UNCHANGED
Shares10,244 from 10,244
Change0 (0%)
Value$722.3K (-$45.0K)
Filed 2026-10-16
Legacy Private Trust Co.
UNCHANGED
Shares10,240 from 10,240
Change0 (0%)
Value$722.0K (-$45.0K)
Filed 2026-10-06
Perigon Wealth Management, LLC
INCREASED
Shares10,176 from 10,155
Change+21 (+0%)
Value$717.5K (-$43.1K)
Filed 2026-10-22
Phillip James Consulting Co.
INCREASED
Shares10,157 from 10,001
Change+156 (+2%)
Value$716.2K (-$32.9K)
Filed 2026-11-03
Citizens Financial Group Inc
INCREASED
Shares10,135 from 10,102
Change+33 (+0%)
Value$714.7K (-$42.0K)
Filed 2026-10-23
Asset One Wealth Management LLC
DECREASED
Shares10,126 from 10,479
Change-353 (-3%)
Value$714.0K (-$76.9K)
Filed 2026-11-02
TKG Advisors, LLC
DECREASED
Shares10,086 from 10,117
Change-31 (0%)
Value$711.2K (-$46.6K)
Filed 2026-11-02
FAI Advisors, Inc.
UNCHANGED
Shares10,063 from 10,063
Change0 (0%)
Value$709.5K (-$44.2K)
Filed 2026-10-27
StoneX Group Inc.
INCREASED
Shares10,023 from 9,607
Change+416 (+4%)
Value$710.0K (-$9.7K)
Filed 2026-11-03
Heirloom Wealth Management
UNCHANGED
Shares10,002 from 10,002
Change0 (0%)
Value$705.2K (-$43.9K)
Filed 2026-10-14
Grey Fox Wealth Advisors, LLC
DECREASED
Shares9,996 from 10,431
Change-435 (-4%)
Value$704.8K (-$76.5K)
Filed 2026-11-03
Apollon Wealth Management, LLC
INCREASED
Shares9,960 from 3,507
Change+6,453 (+184%)
Value$702.2K (+$439.6K)
Filed 2026-10-23
Cardinal Point Capital Management ULC
INCREASED
Shares9,940 from 9,909
Change+31 (+0%)
Value$700.8K (-$41.4K)
Filed 2026-10-21
Wolff Financial Management LLC
DECREASED
Shares9,867 from 11,820
Change-1,953 (-17%)
Value$695.7K (-$189.6K)
Filed 2026-10-23
TopTier Wealth Management, LLC
DECREASED
Shares9,653 from 9,964
Change-311 (-3%)
Value$680.6K (-$65.7K)
Filed 2026-10-16
Cornerstone Wealth Management, LLC
DECREASED
Shares9,652 from 14,979
Change-5,327 (-36%)
Value$680.6K (-$441.4K)
Filed 2026-11-04
Amplius Wealth Advisors, LLC
DECREASED
Shares9,553 from 10,175
Change-622 (-6%)
Value$673.6K (-$88.5K)
Filed 2026-10-20
Davenport & Co LLC
DECREASED
Shares9,551 from 9,595
Change-44 (0%)
Value$673.5K (-$45.2K)
Filed 2026-10-14
Apex Wealth Management, LLC
UNCHANGED
Shares9,510 from 9,510
Change0 (0%)
Value$670.5K (-$41.7K)
Filed 2026-10-20
Central Trust Co
DECREASED
Shares9,173 from 9,773
Change-600 (-6%)
Value$646.8K (-$85.2K)
Filed 2026-11-05
Moneco Advisors, LLC
INCREASED
Shares9,129 from 9,116
Change+13 (+0%)
Value$643.7K (-$39.1K)
Filed 2026-11-05
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares9,031 from 3,426
Change+5,605 (+164%)
Value$637.0K (+$380.0K)
Filed 2026-11-02
RFG Advisory, LLC
INCREASED
Shares9,008 from 8,157
Change+851 (+10%)
Value$635.2K (+$24.2K)
Filed 2026-11-03
Uptick Partners, LLC
UNCHANGED
Shares8,953 from 8,953
Change0 (0%)
Value$631.3K (-$39.3K)
Filed 2026-11-04
TD Waterhouse Canada Inc.
INCREASED
Shares8,804 from 8,277
Change+527 (+6%)
Value$621.9K (-$706)
Filed 2026-10-16
Moneywise, Inc.
DECREASED
Shares8,513 from 10,838
Change-2,325 (-21%)
Value$600.2K (-$211.6K)
Filed 2026-10-30
City Center Advisors, LLC
DECREASED
Shares8,487 from 8,892
Change-405 (-5%)
Value$598.4K (-$67.6K)
Filed 2026-10-08
Dhjj Financial Advisors, Ltd.
DECREASED
Shares8,408 from 9,170
Change-762 (-8%)
Value$592.9K (-$94.0K)
Filed 2026-10-23
Mullooly Asset Management, Inc.
INCREASED
Shares8,175 from 8,127
Change+48 (+1%)
Value$576.4K (-$32.5K)
Filed 2026-10-30
Brick & Kyle, Associates
DECREASED
Shares8,160 from 8,278
Change-118 (-1%)
Value$575.4K (-$30.1K)
Filed 2026-11-05
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares8,122 from 10,110
Change-1,988 (-20%)
Value$572.7K (-$184.5K)
Filed 2026-10-14
IFP Advisors, Inc
INCREASED
Shares8,076 from 7,418
Change+658 (+9%)
Value$569.4K (+$13.8K)
Filed 2026-10-16
SAX Wealth Advisors, LLC
DECREASED
Shares7,785 from 13,039
Change-5,254 (-40%)
Value$548.9K (-$404.8K)
Filed 2026-10-13
Grant Private Wealth Management Inc
INCREASED
Shares7,737 from 3,470
Change+4,267 (+123%)
Value$545.5K (+$285.6K)
Filed 2026-10-19
Beaumont Financial Advisors, LLC
DECREASED
Shares7,662 from 8,233
Change-571 (-7%)
Value$540.2K (-$76.4K)
Filed 2026-10-22
Appalachian Capital Management Ltd
INCREASED
Shares7,657 from 7,618
Change+39 (+1%)
Value$539.9K (-$30.7K)
Filed 2026-10-14
Trust Co of Vermont
UNCHANGED
Shares7,480 from 7,480
Change0 (0%)
Value$527.4K (-$32.8K)
Filed 2026-10-21
Redwood Financial Network Corp
DECREASED
Shares7,435 from 7,659
Change-224 (-3%)
Value$524.2K (-$49.4K)
Filed 2026-11-03
HBW Advisory Services LLC
DECREASED
Shares7,315 from 12,687
Change-5,372 (-42%)
Value$515.8K (-$434.5K)
Filed 2026-10-15
FSM Wealth Advisors, LLC
INCREASED
Shares7,296 from 7,279
Change+17 (+0%)
Value$526.3K (-$18.9K)
Filed 2026-10-27
Strategic Blueprint, LLC
DECREASED
Shares7,286 from 9,776
Change-2,490 (-25%)
Value$513.8K (-$218.5K)
Filed 2026-10-22
Verus Capital Partners, LLC
INCREASED
Shares7,165 from 7,164
Change+1 (+0%)
Value$505.2K (-$31.4K)
Filed 2026-11-03
Asset Dedication, LLC
DECREASED
Shares7,003 from 7,319
Change-316 (-4%)
Value$493.8K (-$54.4K)
Filed 2026-11-03
Thrivent Financial for Lutherans
DECREASED
Shares6,986 from 7,193
Change-207 (-3%)
Value$493.0K (-$46.0K)
Filed 2026-11-05
Guerra PAN Advisors, LLC
UNCHANGED
Shares6,863 from 6,863
Change0 (0%)
Value$504.9K (-$9.1K)
Filed 2026-10-26
Olistico Wealth, LLC
UNCHANGED
Shares6,835 from 6,835
Change0 (0%)
Value$481.9K (-$30.0K)
Filed 2026-10-05
Joseph P. Lucia & Associates, LLC
UNCHANGED
Shares6,718 from 6,718
Change0 (0%)
Value$473.7K (-$29.5K)
Filed 2026-10-30
Townsend Asset Management Corp
INCREASED
Shares6,715 from 6,692
Change+23 (+0%)
Value$473.5K (-$27.8K)
Filed 2026-10-29
Sensible Money, LLC
INCREASED
Shares6,703 from 6,603
Change+100 (+2%)
Value$472.6K (-$21.9K)
Filed 2026-10-20
Highland Capital Management, LLC
DECREASED
Shares6,611 from 6,618
Change-7 (0%)
Value$466.1K (-$29.5K)
Filed 2026-10-26
Apollon Financial, LLC
INCREASED
Shares6,562 from 6,554
Change+8 (+0%)
Value$462.7K (-$28.2K)
Filed 2026-10-23
Harbor Asset Planning, Inc.
DECREASED
Shares6,551 from 6,628
Change-77 (-1%)
Value$461.9K (-$34.5K)
Filed 2026-10-23
Family Capital Management, Inc.
UNCHANGED
Shares6,547 from 6,547
Change0 (0%)
Value$461.6K (-$28.7K)
Filed 2026-11-03
Berkshire Money Management, Inc.
NEW
Shares6,481
Change+6,481
Value$457.0K
Filed 2026-10-21
Lanark Financial, Inc.
DECREASED
Shares6,471 from 20,182
Change-13,711 (-68%)
Value$456.3K (-$1.1M)
Filed 2026-10-26
Earned Wealth Advisors, LLC
DECREASED
Shares6,414 from 6,515
Change-101 (-2%)
Value$452.2K (-$35.8K)
Filed 2026-11-06
Mather Group, Llc.
INCREASED
Shares6,391 from 6,382
Change+9 (+0%)
Value$450.6K (-$27.3K)
Filed 2026-10-14
Creekside Partners
UNCHANGED
Shares6,380 from 6,380
Change0 (0%)
Value$449.9K (-$28.0K)
Filed 2026-11-04
Trust Point Inc.
UNCHANGED
Shares6,373 from 6,373
Change0 (0%)
Value$449.4K (-$28.0K)
Filed 2026-10-27
10Elms LLP
INCREASED
Shares6,290 from 5,624
Change+666 (+12%)
Value$443.5K (+$22.2K)
Filed 2026-11-06
M Holdings Securities, Inc.
NEW
Shares6,187
Change+6,187
Value$443
Filed 2026-11-03
Rockingstone Advisors LLC
UNCHANGED
Shares6,070 from 6,070
Change0 (0%)
Value$428.0K (-$26.6K)
Filed 2026-10-16
WBH Advisory Inc
INCREASED
Shares6,062 from 6,059
Change+3 (+0%)
Value$427.5K (-$26.4K)
Filed 2026-11-05
Biltmore Family Office, LLC
UNCHANGED
Shares6,025 from 6,025
Change0 (0%)
Value$424.8K (-$26.5K)
Filed 2026-11-03
Gradient Capital Advisors, LLC
UNCHANGED
Shares6,014 from 6,014
Change0 (0%)
Value$424.0K (-$26.4K)
Filed 2026-10-21
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares5,979 from 6,575
Change-596 (-9%)
Value$421.6K (-$70.9K)
Filed 2026-10-09
Modera Wealth Management, LLC
DECREASED
Shares5,899 from 6,589
Change-690 (-10%)
Value$415.9K (-$77.6K)
Filed 2026-10-28
Romano Brothers and Company
DECREASED
Shares5,853 from 5,952
Change-99 (-2%)
Value$412.7K (-$33.1K)
Filed 2026-10-22
BXM Wealth LLC
UNCHANGED
Shares5,721 from 5,721
Change0 (0%)
Value$403.4K (-$25.1K)
Filed 2026-11-03
Wetzel Investment Advisors, Inc.
DECREASED
Shares5,686 from 5,877
Change-191 (-3%)
Value$400.9K (-$39.3K)
Filed 2026-10-13
Rede Wealth, LLC
DECREASED
Shares5,679 from 7,612
Change-1,933 (-25%)
Value$400.4K (-$169.7K)
Filed 2026-10-22
Integrity Alliance, Llc.
DECREASED
Shares5,679 from 6,714
Change-1,035 (-15%)
Value$400.5K (-$102.4K)
Filed 2026-10-29
Dynamic Advisor Solutions LLC
INCREASED
Shares5,654 from 5,651
Change+3 (+0%)
Value$398.7K (-$24.6K)
Filed 2026-10-13
Genesee Capital Advisors, LLC
DECREASED
Shares5,583 from 5,685
Change-102 (-2%)
Value$393.7K (-$32.2K)
Filed 2026-10-20
Private Trust Co NA
INCREASED
Shares5,490 from 5,320
Change+170 (+3%)
Value$387.1K (-$11.3K)
Filed 2026-10-20
AlphaStar Capital Management, LLC
UNCHANGED
Shares5,454 from 5,454
Change0 (0%)
Value$384.6K (-$23.9K)
Filed 2026-10-16
Trust Co of Oklahoma
UNCHANGED
Shares5,425 from 5,425
Change0 (0%)
Value$382.5K (-$23.8K)
Filed 2026-10-15
Investment Partners, Ltd.
INCREASED
Shares5,391 from 4,924
Change+467 (+9%)
Value$380.1K (+$11.3K)
Filed 2026-10-29
US Bancorp \de\
DECREASED
Shares5,326 from 5,761
Change-435 (-8%)
Value$375.5K (-$56.0K)
Filed 2026-11-05
Assetmark, Inc
INCREASED
Shares5,119 from 3,540
Change+1,579 (+45%)
Value$360.9K (+$95.8K)
Filed 2026-10-21
Headland Capital, LLC
INCREASED
Shares5,059 from 5,056
Change+3 (+0%)
Value$356.7K (-$22.0K)
Filed 2026-11-06
Apella Capital, LLC
INCREASED
Shares5,002 from 4,837
Change+165 (+3%)
Value$356.2K (-$15.8K)
Filed 2026-10-08
Axxcess Wealth Management, LLC
DECREASED
Shares4,981 from 6,879
Change-1,898 (-28%)
Value$351.2K (-$164.0K)
Filed 2026-10-21
Valpey Financial Services, LLC
INCREASED
Shares4,950 from 4,922
Change+28 (+1%)
Value$349.0K (-$19.6K)
Filed 2026-10-30
Meridian Investment Counsel Inc.
UNCHANGED
Shares4,948 from 4,948
Change0 (0%)
Value$348.9K (-$21.7K)
Filed 2026-10-14
HCR Wealth Advisors
UNCHANGED
Shares4,892 from 4,892
Change0 (0%)
Value$345.0K (-$21.5K)
Filed 2026-10-15
Mccarter Private Wealth Services LLC
UNCHANGED
Shares4,887 from 4,887
Change0 (0%)
Value$344.6K (-$21.5K)
Filed 2026-10-22
Wesbanco Bank Inc
UNCHANGED
Shares4,886 from 4,886
Change0 (0%)
Value$344.5K (-$21.5K)
Filed 2026-11-04
Gen-Wealth Partners Inc
UNCHANGED
Shares4,876 from 4,876
Change0 (0%)
Value$343.8K (-$21.4K)
Filed 2026-11-04
Steinberganna Wealth Management
DECREASED
Shares4,833 from 4,857
Change-24 (0%)
Value$340.8K (-$23.0K)
Filed 2026-10-23
Good Harbor Advisors, Inc.
UNCHANGED
Shares4,799 from 4,799
Change0 (0%)
Value$338.4K (-$21.1K)
Filed 2026-10-20
TrueWealth Advisors, LLC
INCREASED
Shares4,736 from 4,731
Change+5 (+0%)
Value$333.9K (-$20.4K)
Filed 2026-10-09
Meridian Financial Partners LLC
INCREASED
Shares4,708 from 4,431
Change+277 (+6%)
Value$347.0K (+$6.1K)
Filed 2026-10-23
Tlwm
UNCHANGED
Shares4,691 from 4,691
Change0 (0%)
Value$330.8K (-$20.6K)
Filed 2026-10-09
Cross Staff Investments Inc
INCREASED
Shares4,674 from 4,670
Change+4 (+0%)
Value$329.6K (-$20.2K)
Filed 2026-10-22
Arkansas Financial Group, Inc.
UNCHANGED
Shares4,668 from 4,668
Change0 (0%)
Value$329.1K (-$20.5K)
Filed 2026-10-26
Pinnacle Associates LTD
INCREASED
Shares4,657 from 4,656
Change+1 (+0%)
Value$328.4K (-$20.4K)
Filed 2026-10-20
Jacobi Capital Management LLC
DECREASED
Shares4,653 from 4,682
Change-29 (-1%)
Value$328.1K (-$22.6K)
Filed 2026-11-05
Atticus Wealth Management, LLC
DECREASED
Shares4,623 from 5,326
Change-703 (-13%)
Value$326.0K (-$72.9K)
Filed 2026-10-20
Curated Wealth Partners LLC
DECREASED
Shares4,570 from 5,235
Change-665 (-13%)
Value$322.2K (-$69.9K)
Filed 2026-10-15
Basso Capital Management, L.P.
INCREASED
Shares4,459 from 3,559
Change+900 (+25%)
Value$314.4K (+$47.8K)
Filed 2026-10-30
Hazlett, Burt & Watson, Inc.
INCREASED
Shares4,429 from 4,424
Change+5 (+0%)
Value$312.0K (-$19.0K)
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares4,419 from 2,061
Change+2,358 (+114%)
Value$311.6K (+$157.2K)
Filed 2026-10-27
Private Advisory Group LLC
NEW
Shares4,333
Change+4,333
Value$305.6K
Filed 2026-11-06
KW Wealth Management LLC
NEW
Shares4,255
Change+4,255
Value$300.0K
Filed 2026-10-28
Beacon Financial Advisory LLC
UNCHANGED
Shares4,245 from 4,245
Change0 (0%)
Value$299.3K (-$18.6K)
Filed 2026-10-16
Walkner Condon Financial Advisors LLC
NEW
Shares4,141
Change+4,141
Value$292.0K
Filed 2026-11-02
Signature Estate & Investment Advisors LLC
INCREASED
Shares4,102 from 3,981
Change+121 (+3%)
Value$289.2K (-$9.0K)
Filed 2026-10-13
First Heartland Consultants, Inc.
INCREASED
Shares4,098 from 4,056
Change+42 (+1%)
Value$289.0K (-$14.8K)
Filed 2026-10-08
SeaCrest Wealth Management, LLC
INCREASED
Shares4,095 from 3,777
Change+318 (+8%)
Value$288.7K (+$5.8K)
Filed 2026-10-21
Partners Wealth Management, LLC
NEW
Shares4,087
Change+4,087
Value$288.2K
Filed 2026-10-28
Compass Financial Group, Inc
INCREASED
Shares4,077 from 4,054
Change+23 (+1%)
Value$287.5K (-$16.2K)
Filed 2026-10-13
Wedbush Securities Inc
DECREASED
Shares4,061 from 7,306
Change-3,245 (-44%)
Value$286 (-$546.7K)
Filed 2026-10-22
Centurion Wealth Management LLC
UNCHANGED
Shares4,057 from 4,057
Change0 (0%)
Value$286.1K (-$17.8K)
Filed 2026-10-13
Visionary Wealth Advisors
INCREASED
Shares4,042 from 3,471
Change+571 (+16%)
Value$285.0K (+$25.1K)
Filed 2026-11-04
ARS Wealth Advisors Group, LLC
INCREASED
Shares3,914 from 3,894
Change+20 (+1%)
Value$276.0K (-$15.7K)
Filed 2026-10-16
Xponance LLC
DECREASED
Shares3,897 from 5,760
Change-1,863 (-32%)
Value$274.8K (-$156.6K)
Filed 2026-11-03
CRA Financial Services, LLC
UNCHANGED
Shares3,895 from 3,895
Change0 (0%)
Value$274.7K (-$17.1K)
Filed 2026-10-16
Index Fund Advisors, Inc.
INCREASED
Shares3,883 from 3,860
Change+23 (+1%)
Value$273.8K (-$15.4K)
Filed 2026-11-05
Tcfg Investment Advisors, LLC
INCREASED
Shares3,749 from 3,747
Change+2 (+0%)
Value$264.4K (-$17.0K)
Filed 2026-10-20
Csenge Advisory Group
INCREASED
Shares3,732 from 3,722
Change+10 (+0%)
Value$263.1K (-$15.7K)
Filed 2026-11-04
Valmark Advisers, Inc.
DECREASED
Shares3,731 from 3,857
Change-126 (-3%)
Value$263.1K (-$25.8K)
Filed 2026-11-06
Ritholtz Wealth Management
UNCHANGED
Shares3,711 from 3,711
Change0 (0%)
Value$261.7K (-$16.3K)
Filed 2026-11-05
First Command Advisory Services, Inc.
DECREASED
Shares3,707 from 5,249
Change-1,542 (-29%)
Value$261.6K (-$131.6K)
Filed 2026-11-05
Roman Butler Fullerton & Co
INCREASED
Shares3,690 from 3,680
Change+10 (+0%)
Value$271.5K (-$9.7K)
Filed 2026-10-27
Falcon Wealth Planning
UNCHANGED
Shares3,639 from 3,639
Change0 (0%)
Value$256.6K (-$16.0K)
Filed 2026-11-06
Meitav Investment House LTD
NEW
Shares3,612
Change+3,612
Value$254.0K
Filed 2026-10-28
Smith Thornton Advisors LLC
UNCHANGED
Shares3,612 from 3,612
Change0 (0%)
Value$254.7K (-$21.3K)
Filed 2026-10-16
Smith Salley Wealth Management
UNCHANGED
Shares3,604 from 3,604
Change0 (0%)
Value$254.1K (-$15.8K)
Filed 2026-11-03
Winebrenner Capital Management LLC
INCREASED
Shares3,580 from 3,572
Change+8 (+0%)
Value$252.5K (-$15.1K)
Filed 2026-10-07
Fiduciary Financial Group, LLC
UNCHANGED
Shares3,575 from 3,575
Change0 (0%)
Value$252.1K (-$15.7K)
Filed 2026-10-13
HBK Sorce Advisory LLC
INCREASED
Shares3,566 from 3,066
Change+500 (+16%)
Value$276.7K (+$42.7K)
Filed 2026-11-06
HUB Investment Partners, LLC
UNCHANGED
Shares3,545 from 3,545
Change0 (0%)
Value$250.0K (-$15.6K)
Filed 2026-11-03
AlphaCore Capital LLC
INCREASED
Shares3,544 from 3,438
Change+106 (+3%)
Value$249.9K (-$7.6K)
Filed 2026-11-04
Equity Wealth Partners, LLC
INCREASED
Shares3,514 from 3,513
Change+1 (+0%)
Value$247.8K (-$15.3K)
Filed 2026-10-26
NBT Bank, N.A.
UNCHANGED
Shares3,493 from 3,493
Change0 (0%)
Value$246.3K (-$15.3K)
Filed 2026-10-21
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares3,481 from 3,569
Change-88 (-2%)
Value$245.5K (-$21.9K)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
DECREASED
Shares3,472 from 5,325
Change-1,853 (-35%)
Value$244.8K (-$154.1K)
Filed 2026-11-06
Woodside Wealth Management LLC
DECREASED
Shares3,373 from 3,468
Change-95 (-3%)
Value$237.8K (-$21.9K)
Filed 2026-10-16
Riggs Asset Managment Co. Inc.
UNCHANGED
Shares3,355 from 3,355
Change0 (0%)
Value$236.6K (-$14.7K)
Filed 2026-11-05
Fiscal Wisdom Wealth Management, LLC
UNCHANGED
Shares3,297 from 3,297
Change0 (0%)
Value$232.5K (-$14.5K)
Filed 2026-10-16
Opulen Financial Group LLC
INCREASED
Shares3,283 from 3,264
Change+19 (+1%)
Value$231.5K (-$13.0K)
Filed 2026-10-22
Essex Bank
UNCHANGED
Shares3,276 from 3,276
Change0 (0%)
Value$231.0K (-$14.4K)
Filed 2026-10-16
Ring Mountain Capital, LLC
INCREASED
Shares3,275 from 2,924
Change+351 (+12%)
Value$230.9K (+$11.9K)
Filed 2026-10-13
Wealthcare Capital Partners, LLC
INCREASED
Shares3,273 from 3,263
Change+10 (+0%)
Value$230.8K (-$13.6K)
Filed 2026-10-21
Stackstone Wealth, LLC
NEW
Shares3,272
Change+3,272
Value$230.7K
Filed 2026-10-19
Investment Partners Asset Management, Inc.
UNCHANGED
Shares3,253 from 3,253
Change0 (0%)
Value$229.4K (-$14.3K)
Filed 2026-10-09
Patten Group, Inc.
NEW
Shares3,186
Change+3,186
Value$224.6K
Filed 2026-10-26
Diversified Trust Co
UNCHANGED
Shares3,173 from 3,173
Change0 (0%)
Value$223.7K (-$13.9K)
Filed 2026-11-06
James J. Burns & Company, LLC
UNCHANGED
Shares3,168 from 3,168
Change0 (0%)
Value$223.4K (-$13.9K)
Filed 2026-10-22
Signal Advisors Wealth, LLC
DECREASED
Shares3,166 from 3,255
Change-89 (-3%)
Value$223.2K (-$20.6K)
Filed 2026-10-13
Hurley Capital, LLC
DECREASED
Shares3,146 from 3,206
Change-60 (-2%)
Value$221.9K (-$18.2K)
Filed 2026-11-05
Merkkuri Wealth Advisors LLC
DECREASED
Shares3,134 from 4,916
Change-1,782 (-36%)
Value$221.0K (-$147.2K)
Filed 2026-11-03
International Assets Investment Management, LLC
DECREASED
Shares3,122 from 3,148
Change-26 (-1%)
Value$220.5K (-$16.4K)
Filed 2026-11-02
CX Institutional
INCREASED
Shares3,122 from 3,107
Change+15 (+0%)
Value$220 (-$13)
Filed 2026-10-02
Cyndeo Wealth Partners, LLC
DECREASED
Shares3,113 from 3,487
Change-374 (-11%)
Value$219.5K (-$41.6K)
Filed 2026-10-16
Emergent Wealth Advisors, LLC
INCREASED
Shares3,082 from 3,067
Change+15 (+0%)
Value$217.3K (-$12.4K)
Filed 2026-10-09
Opus Financial Solutions LLC
INCREASED
Shares3,082 from 3,067
Change+15 (+0%)
Value$217.3K (-$12.4K)
Filed 2026-11-06
Goldstein Advisors, LLC
DECREASED
Shares3,073 from 3,264
Change-191 (-6%)
Value$216.7K (-$27.8K)
Filed 2026-10-15
Fragasso Financial Advisors Inc
INCREASED
Shares3,061 from 3,043
Change+18 (+1%)
Value$220.8K (-$7.1K)
Filed 2026-10-13
Parkside Financial Bank & Trust
DECREASED
Shares3,007 from 3,121
Change-114 (-4%)
Value$212.0K (-$21.7K)
Filed 2026-10-27
Balboa Wealth Partners
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$211.5K (-$13.2K)
Filed 2026-10-20
Gamma Investing LLC
INCREASED
Shares2,929 from 2,907
Change+22 (+1%)
Value$206.5K (-$11.2K)
Filed 2026-10-08
Carlson Financial, Inc.
INCREASED
Shares2,922 from 2,910
Change+12 (+0%)
Value$206.0K (-$12.0K)
Filed 2026-11-05
Detalus Advisors, LLC
DECREASED
Shares2,897 from 3,094
Change-197 (-6%)
Value$204.3K (-$27.5K)
Filed 2026-10-15
Westco Advisory Services Inc
UNCHANGED
Shares2,875 from 2,875
Change0 (0%)
Value$202.7K (-$12.6K)
Filed 2026-10-14
Ullmann Wealth Partners Group, LLC
UNCHANGED
Shares2,874 from 2,874
Change0 (0%)
Value$202.6K (-$12.6K)
Filed 2026-11-02
True Freedom Investing, LLC
UNCHANGED
Shares2,871 from 2,871
Change0 (0%)
Value$202.4K (-$7.6K)
Filed 2026-10-29
Pinkerton Wealth, LLC
UNCHANGED
Shares2,871 from 2,871
Change0 (0%)
Value$202.4K (-$7.6K)
Filed 2026-10-29
Heritage Family Offices, LLP
DECREASED
Shares2,845 from 3,249
Change-404 (-12%)
Value$200.6K (-$42.8K)
Filed 2026-11-02
Wilmington Savings Fund Society, FSB
DECREASED
Shares2,825 from 3,309
Change-484 (-15%)
Value$199.2K (-$48.7K)
Filed 2026-10-23
Lodestone Wealth Management LLC
INCREASED
Shares2,811 from 2,780
Change+31 (+1%)
Value$198.2K (-$10.0K)
Filed 2026-10-14
Larson Financial Group LLC
DECREASED
Shares2,781 from 2,836
Change-55 (-2%)
Value$196.1K (-$16.3K)
Filed 2026-11-05
Balance Wealth Partners LLC
DECREASED
Shares2,701 from 3,561
Change-860 (-24%)
Value$190.4K (-$76.3K)
Filed 2026-10-27
Cullen T Bankers, Inc.
INCREASED
Shares2,600 from 199
Change+2,401 (+1207%)
Value$183.4K (+$168.4K)
Filed 2026-10-28
Golden State Wealth Management, LLC
DECREASED
Shares2,515 from 3,348
Change-833 (-25%)
Value$177.4K (-$73.5K)
Filed 2026-11-02
Archer Investment Corp
UNCHANGED
Shares2,203 from 2,203
Change0 (0%)
Value$155.3K (-$9.7K)
Filed 2026-11-05
Triumph Capital Management
UNCHANGED
Shares2,104 from 2,104
Change0 (0%)
Value$148.4K (-$9.2K)
Filed 2026-10-14
Main Street Group, LTD
INCREASED
Shares2,097 from 2,054
Change+43 (+2%)
Value$147.8K (-$6.0K)
Filed 2026-10-28
Compass Financial Management LLC
DECREASED
Shares1,739 from 1,956
Change-217 (-11%)
Value$122.6K (-$24.1K)
Filed 2026-10-30
Root Financial Partners, LLC
NEW
Shares1,591
Change+1,591
Value$112.2K
Filed 2026-10-21
Hughes Financial Services, LLC
UNCHANGED
Shares1,569 from 1,569
Change0 (0%)
Value$119.7K (+$2.2K)
Filed 2026-10-30
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares1,564 from 1,564
Change0 (0%)
Value$110.7K (-$8.4K)
Filed 2026-11-04
Russell Investments Group, Ltd.
INCREASED
Shares1,416 from 340
Change+1,076 (+316%)
Value$99.8K (+$74.3K)
Filed 2026-11-06
CoreCap Advisors, LLC
UNCHANGED
Shares1,372 from 1,372
Change0 (0%)
Value$96.8K (-$6.0K)
Filed 2026-10-08
EverSource Wealth Advisors, LLC
UNCHANGED
Shares1,356 from 1,356
Change0 (0%)
Value$95.6K (-$6.0K)
Filed 2026-11-04
Salomon & Ludwin, LLC
DECREASED
Shares1,220 from 1,279
Change-59 (-5%)
Value$86.0K (-$10.2K)
Filed 2026-10-29
Silver Grove Financial Group, Inc.
INCREASED
Shares1,125 from 1,119
Change+6 (+1%)
Value$79.4K (-$4.5K)
Filed 2026-11-05
Center for Financial Planning, Inc.
NEW
Shares1,100
Change+1,100
Value$77.6K
Filed 2026-10-26
United Community Bank
UNCHANGED
Shares1,020 from 1,020
Change0 (0%)
Value$71.9K (-$4.5K)
Filed 2026-10-28
Physician Wealth Advisors, Inc.
UNCHANGED
Shares1,020 from 1,020
Change0 (0%)
Value$71.9K (-$4.5K)
Filed 2026-10-20
Valley National Advisers Inc
INCREASED
Shares1,001 from 1,000
Change+1 (+0%)
Value$70.6K (-$4.3K)
Filed 2026-10-23
North Point Portfolio Managers Corp
NEW
Shares1,000
Change+1,000
Value$70.5K
Filed 2026-10-07
Zions Bancorporation, National Association
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$70.5K (-$4.4K)
Filed 2026-11-06
Plante Moran Financial Advisors, LLC
INCREASED
Shares953 from 671
Change+282 (+42%)
Value$67.2K (+$16.9K)
Filed 2026-11-04
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares923 from 923
Change0 (0%)
Value$65.1K (-$4.1K)
Filed 2026-10-27
Ashton Thomas Securities, LLC
UNCHANGED
Shares905 from 905
Change0 (0%)
Value$63.8K (-$4.0K)
Filed 2026-10-26
WPG Advisers, LLC
UNCHANGED
Shares899 from 899
Change0 (0%)
Value$63.4K (-$3.9K)
Filed 2026-10-27
Kingdom Financial Group Llc.
INCREASED
Shares856 from 636
Change+220 (+35%)
Value$60.4K (+$12.7K)
Filed 2026-11-04
Financially Speaking Inc
UNCHANGED
Shares826 from 826
Change0 (0%)
Value$58.2K (-$2.2K)
Filed 2026-11-05
Luken Investment Analytics, LLC
NEW
Shares800
Change+800
Value$56.4K
Filed 2026-11-06
Maseco LLP
UNCHANGED
Shares775 from 775
Change0 (0%)
Value$54.6K (-$3.4K)
Filed 2026-10-27
Latitude Advisors, LLC
NEW
Shares725
Change+725
Value$51.1K
Filed 2026-10-27
Spire Wealth Management
DECREASED
Shares691 from 2,124
Change-1,433 (-67%)
Value$48.7K (-$110.4K)
Filed 2026-10-30
Costello Asset Management, Inc
UNCHANGED
Shares679 from 679
Change0 (0%)
Value$47.9K (-$3.0K)
Filed 2026-10-30
Signaturefd, LLC
DECREASED
Shares664 from 667
Change-3 (0%)
Value$46.8K (-$3.1K)
Filed 2026-10-23
Abound Wealth Management
NEW
Shares659
Change+659
Value$46.5K
Filed 2026-10-26
Roxbury Financial LLC
INCREASED
Shares645 from 643
Change+2 (+0%)
Value$45.5K (-$2.7K)
Filed 2026-10-01
Realta Investment Advisors
DECREASED
Shares594 from 600
Change-6 (-1%)
Value$41.9K (-$3.0K)
Filed 2026-10-14
IMG Wealth Management, Inc.
UNCHANGED
Shares582 from 582
Change0 (0%)
Value$41.0K (-$2.5K)
Filed 2026-10-27
Buck Wealth Strategies, LLC
DECREASED
Shares561 from 566
Change-5 (-1%)
Value$39.6K (-$2.8K)
Filed 2026-10-28
Tsfg, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$35 (-$2)
Filed 2026-10-23
Flagship Wealth Advisors, LLC
UNCHANGED
Shares452 from 452
Change0 (0%)
Value$31.9K (-$2.0K)
Filed 2026-11-03
Provenance Wealth Advisors, LLC
UNCHANGED
Shares449 from 449
Change0 (0%)
Value$31.7K (-$2.0K)
Filed 2026-10-30
Jnba Financial Advisors
DECREASED
Shares414 from 742
Change-328 (-44%)
Value$29.2K (-$26.4K)
Filed 2026-11-03
Bangor Savings Bank
UNCHANGED
Shares404 from 404
Change0 (0%)
Value$28.5K (-$1.8K)
Filed 2026-10-06
Wagner Wealth Management, LLC
DECREASED
Shares377 from 435
Change-58 (-13%)
Value$26.6K (-$6.0K)
Filed 2026-10-21
Hoey Investments, Inc
NEW
Shares283
Change+283
Value$20.0K
Filed 2026-10-29
Ascentis Wealth Management, LLC
INCREASED
Shares270 from 248
Change+22 (+9%)
Value$19.0K (+$462)
Filed 2026-11-03
IAG Wealth Partners, LLC
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$18.3K (-$1.1K)
Filed 2026-11-06
Ulland Investment Advisors, LLC
DECREASED
Shares225 from 425
Change-200 (-47%)
Value$16 (-$16)
Filed 2026-10-13
Gables Capital Management Inc.
UNCHANGED
Shares206 from 206
Change0 (0%)
Value$14.5K (-$904)
Filed 2026-11-04
Brown, Lisle Ings, Inc.
UNCHANGED
Shares203 from 203
Change0 (0%)
Value$14.3K (-$891)
Filed 2026-10-16
Entrust Financial LLC
NEW
Shares200
Change+200
Value$14.1K
Filed 2026-11-04
Nvwm, LLC
UNCHANGED
Shares195 from 195
Change0 (0%)
Value$13.7K (-$857)
Filed 2026-10-14
Quaker Wealth Management, LLC
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$12.7K (-$790)
Filed 2026-10-22
Vima LLC
UNCHANGED
Shares178 from 178
Change0 (0%)
Value$12.6K (-$781)
Filed 2026-10-23
Next Level Wealth Planning, LLC
NEW
Shares174
Change+174
Value$12.3K
Filed 2026-10-29
North Star Investment Management Corp.
UNCHANGED
Shares169 from 169
Change0 (0%)
Value$11.9K (-$742)
Filed 2026-10-27
Thompson Investment Management, Inc.
INCREASED
Shares166 from 165
Change+1 (+1%)
Value$11.7K (-$657)
Filed 2026-10-14
Cape Investment Advisory, Inc.
UNCHANGED
Shares161 from 161
Change0 (0%)
Value$11.4K (-$707)
Filed 2026-10-13
Rossby Financial, LCC
UNCHANGED
Shares157 from 157
Change0 (0%)
Value$11.1K (-$689)
Filed 2026-11-05
Downshift Financial, LLC
UNCHANGED
Shares138 from 138
Change0 (0%)
Value$9.7K (-$606)
Filed 2026-10-13
Goodman Advisory Group, LLC
NEW
Shares126
Change+126
Value$8.9K
Filed 2026-11-02
Birchwood Financial Partners, Inc.
INCREASED
Shares117 from 116
Change+1 (+1%)
Value$8.2K (-$462)
Filed 2026-11-02
Highline Wealth Partners LLC
INCREASED
Shares114 from 113
Change+1 (+1%)
Value$8.0K (-$470)
Filed 2026-10-19
Harbor Investment Advisory, LLC
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$7.5K (-$465)
Filed 2026-10-13
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$7.1K (-$439)
Filed 2026-10-16
Networth Advisors, LLC
NEW
Shares83
Change+83
Value$5.9K
Filed 2026-11-03
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$5.6K (-$347)
Filed 2026-10-07
Transce3nd, LLC
NEW
Shares64
Change+64
Value$4.8K
Filed 2026-10-26
Key FInancial Inc
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$4.5K (-$281)
Filed 2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares60 from 285
Change-225 (-79%)
Value$4.2K (-$17.1K)
Filed 2026-10-14
Signature Resources Capital Management, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$4.2K (-$263)
Filed 2026-10-16
Lloyd Advisory Services, Llc.
INCREASED
Shares53 from 46
Change+7 (+15%)
Value$3.7K (+$240)
Filed 2026-11-02
Nemes Rush Group LLC
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$3.5K (-$215)
Filed 2026-11-04
Virginia Estate & Retirement Planning Advisors Inc.
NEW
Shares39
Change+39
Value$2.8K
Filed 2026-10-14
Peterson Wealth Management
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$2.4K (-$132)
Filed 2026-11-06
Burk Holdings LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$2.2K (-$139)
Filed 2026-11-05
Trust Co
DECREASED
Shares20 from 65
Change-45 (-69%)
Value$1.4K (-$3.5K)
Filed 2026-10-09
Markowski Investments
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.4K (-$88)
Filed 2026-10-30
Clearstead Advisors, LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$1.3K (-$74)
Filed 2026-11-06
Rosenberg Matthew Hamilton
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$212 (-$13)
Filed 2026-10-05
Scarborough Advisors, LLC
CLOSED
Shares0 from 288,651
Change-288,651 (-100%)
Value$0 (-$21.5M)
Filed 2026-10-16
Tennessee Valley Asset Management Partners
CLOSED
Shares0 from 37,864
Change-37,864 (-100%)
Value$0 (-$2.8M)
Filed 2026-11-03
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 28,272
Change-28,272 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-16
Advisor Resource Council
CLOSED
Shares0 from 8,227
Change-8,227 (-100%)
Value$0 (-$626.3K)
Filed 2026-11-05
Compass Financial Group, Inc. (Ohio)
CLOSED
Shares0 from 5,063
Change-5,063 (-100%)
Value$0 (-$379.2K)
Filed 2026-10-19
Galvin, Gaustad & Stein, LLC
CLOSED
Shares0 from 3,670
Change-3,670 (-100%)
Value$0 (-$274.9K)
Filed 2026-10-08
Fogel Capital Management, Inc.
CLOSED
Shares0 from 3,650
Change-3,650 (-100%)
Value$0 (-$273.4K)
Filed 2026-11-04
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 3,249
Change-3,249 (-100%)
Value$0 (-$243.4K)
Filed 2026-10-27
Meriwether Wealth & Planning, LLC
CLOSED
Shares0 from 3,000
Change-3,000 (-100%)
Value$0 (-$224.7K)
Filed 2026-10-13
Diversified Enterprises, LLC
CLOSED
Shares0 from 2,899
Change-2,899 (-100%)
Value$0 (-$217.1K)
Filed 2026-10-19
LVZ, Inc.
CLOSED
Shares0 from 2,793
Change-2,793 (-100%)
Value$0 (-$209.2K)
Filed 2026-10-20
Weaver Consulting Group
CLOSED
Shares0 from 2,762
Change-2,762 (-100%)
Value$0 (-$206.9K)
Filed 2026-10-07
Lionshead Wealth Management, LLC
CLOSED
Shares0 from 2,760
Change-2,760 (-100%)
Value$0 (-$206.8K)
Filed 2026-10-21
SWS Partners
CLOSED
Shares0 from 2,758
Change-2,758 (-100%)
Value$0 (-$206.6K)
Filed 2026-10-26
Providence First Trust Co
CLOSED
Shares0 from 2,753
Change-2,753 (-100%)
Value$0 (-$206.2K)
Filed 2026-11-02
MFA Wealth Services
CLOSED
Shares0 from 2,740
Change-2,740 (-100%)
Value$0 (-$205.2K)
Filed 2026-10-14
WealthTrust Asset Management, LLC
CLOSED
Shares0 from 2,728
Change-2,728 (-100%)
Value$0 (-$204.3K)
Filed 2026-10-22
D.B. Root & Company, LLC
CLOSED
Shares0 from 2,715
Change-2,715 (-100%)
Value$0 (-$203.3K)
Filed 2026-11-04
Conrad Siegel Investment Advisors, Inc.
CLOSED
Shares0 from 2,713
Change-2,713 (-100%)
Value$0 (-$203.2K)
Filed 2026-10-08
Carnegie Investment Counsel
CLOSED
Shares0 from 2,707
Change-2,707 (-100%)
Value$0 (-$202.8K)
Filed 2026-10-20
Stephen J. Garry & Associates, LLC
CLOSED
Shares0 from 2,697
Change-2,697 (-100%)
Value$0 (-$202.0K)
Filed 2026-11-05
SFG Wealth Management, Llc.
CLOSED
Shares0 from 2,692
Change-2,692 (-100%)
Value$0 (-$201.6K)
Filed 2026-10-23
Procyon Advisors, LLC
CLOSED
Shares0 from 2,671
Change-2,671 (-100%)
Value$0 (-$200.1K)
Filed 2026-10-21
Provident Wealth Management, LLC
CLOSED
Shares0 from 2,106
Change-2,106 (-100%)
Value$0 (-$157.7K)
Filed 2026-10-20
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,454
Change-1,454 (-100%)
Value$0 (-$108.9K)
Filed 2026-10-15
Founders Capital Management
CLOSED
Shares0 from 1,245
Change-1,245 (-100%)
Value$0 (-$93.3K)
Filed 2026-10-13
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 699
Change-699 (-100%)
Value$0 (-$52.3K)
Filed 2026-11-06
Investment Research & Advisory Group, Inc.
CLOSED
Shares0 from 691
Change-691 (-100%)
Value$0 (-$51.8K)
Filed 2026-10-19
Solstein Capital, LLC
CLOSED
Shares0 from 524
Change-524 (-100%)
Value$0 (-$39.2K)
Filed 2026-11-02
Wellington Grp LLC
CLOSED
Shares0 from 371
Change-371 (-100%)
Value$0 (-$27.1K)
Filed 2026-11-06
Westside Investment Management, Inc.
CLOSED
Shares0 from 293
Change-293 (-100%)
Value$0 (-$21.9K)
Filed 2026-11-02
Gill Capital Partners, LLC
CLOSED
Shares0 from 223
Change-223 (-100%)
Value$0 (-$16.7K)
Filed 2026-10-13
MCF Advisors LLC
CLOSED
Shares0 from 140
Change-140 (-100%)
Value$0 (-$10.5K)
Filed 2026-10-28
Reyes Financial Architecture, Inc.
CLOSED
Shares0 from 113
Change-113 (-100%)
Value$0 (-$8.5K)
Filed 2026-10-22
Reicon Wealth Advisors, LLC
CLOSED
Shares0 from 105
Change-105 (-100%)
Value$0 (-$7.9K)
Filed 2026-11-04
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 59
Change-59 (-100%)
Value$0 (-$4.4K)
Filed 2026-10-26
RHL Group, LLC
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$2.1K)
Filed 2026-11-04
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$490.8K (-$23.4K)
Filed 2026-10-29
Bank of America Corp
N/A
Shares— from 6,966,141
Change-6,966,141 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,943,390
Change-4,943,390 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,186,519
Change-2,186,519 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,839,172
Change-1,839,172 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 1,536,900
Change-1,536,900 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,396,456
Change-1,396,456 (-100%)
Value—
Picton Mahoney Asset Management
N/A
Shares— from 1,254,188
Change-1,254,188 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,240,133
Change-1,240,133 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,121,670
Change-1,121,670 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 1,058,154
Change-1,058,154 (-100%)
Value—
UBS Group AG
N/A
Shares— from 949,892
Change-949,892 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 740,238
Change-740,238 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 617,466
Change-617,466 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 608,840
Change-608,840 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 519,513
Change-519,513 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 500,430
Change-500,430 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 480,267
Change-480,267 (-100%)
Value—
Painted Porch Advisors LLC
N/A
Shares— from 323,825
Change-323,825 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 309,928
Change-309,928 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 303,836
Change-303,836 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 297,416
Change-297,416 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 297,416
Change-297,416 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 280,102
Change-280,102 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 270,128
Change-270,128 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 256,200
Change-256,200 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 239,390
Change-239,390 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 233,427
Change-233,427 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 225,564
Change-225,564 (-100%)
Value—
Diametric Capital, LP
N/A
Shares— from 225,231
Change-225,231 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 220,966
Change-220,966 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 216,756
Change-216,756 (-100%)
Value—
Commerce Bank
N/A
Shares— from 193,882
Change-193,882 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 187,615
Change-187,615 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 185,854
Change-185,854 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 181,182
Change-181,182 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 170,504
Change-170,504 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 162,597
Change-162,597 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 157,048
Change-157,048 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 150,704
Change-150,704 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 149,779
Change-149,779 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 144,495
Change-144,495 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 140,523
Change-140,523 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 134,003
Change-134,003 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 131,930
Change-131,930 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 113,513
Change-113,513 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 111,868
Change-111,868 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 101,327
Change-101,327 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 100,808
Change-100,808 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 95,221
Change-95,221 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 91,819
Change-91,819 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 89,546
Change-89,546 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 88,300
Change-88,300 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 84,895
Change-84,895 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 83,931
Change-83,931 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 81,890
Change-81,890 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 79,817
Change-79,817 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 77,631
Change-77,631 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 72,480
Change-72,480 (-100%)
Value—
Blue Door Asset Management, LLC
N/A
Shares— from 70,000
Change-70,000 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 65,014
Change-65,014 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 64,033
Change-64,033 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 62,979
Change-62,979 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 62,348
Change-62,348 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 60,168
Change-60,168 (-100%)
Value—
&partners
N/A
Shares— from 58,991
Change-58,991 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 57,217
Change-57,217 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 55,222
Change-55,222 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 53,565
Change-53,565 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 52,981
Change-52,981 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 52,814
Change-52,814 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 50,789
Change-50,789 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 50,098
Change-50,098 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 49,043
Change-49,043 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 46,467
Change-46,467 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 46,451
Change-46,451 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 45,276
Change-45,276 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 44,147
Change-44,147 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 41,684
Change-41,684 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 41,231
Change-41,231 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 40,458
Change-40,458 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 39,635
Change-39,635 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 37,040
Change-37,040 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 35,706
Change-35,706 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 35,524
Change-35,524 (-100%)
Value—
Hansen & Associates Financial Group, Inc.
N/A
Shares— from 34,871
Change-34,871 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 33,451
Change-33,451 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 32,702
Change-32,702 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 32,419
Change-32,419 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 30,570
Change-30,570 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 30,156
Change-30,156 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 29,527
Change-29,527 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 29,418
Change-29,418 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 29,379
Change-29,379 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 29,057
Change-29,057 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 28,905
Change-28,905 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 28,900
Change-28,900 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 28,371
Change-28,371 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 28,156
Change-28,156 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 27,791
Change-27,791 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 26,826
Change-26,826 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 26,516
Change-26,516 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 26,423
Change-26,423 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 24,957
Change-24,957 (-100%)
Value—
Blair William & Co
N/A
Shares— from 24,562
Change-24,562 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 24,111
Change-24,111 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 23,883
Change-23,883 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 22,868
Change-22,868 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 21,537
Change-21,537 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 21,091
Change-21,091 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 20,133
Change-20,133 (-100%)
Value—
Intesa Sanpaolo S.p.A.
N/A
Shares— from 20,000
Change-20,000 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 19,978
Change-19,978 (-100%)
Value—
Troutman Wealth Management, LLC
N/A
Shares— from 19,562
Change-19,562 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 18,752
Change-18,752 (-100%)
Value—
Stephens Inc
N/A
Shares— from 18,286
Change-18,286 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 17,953
Change-17,953 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 16,687
Change-16,687 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 16,314
Change-16,314 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 15,980
Change-15,980 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 15,815
Change-15,815 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 15,518
Change-15,518 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 15,410
Change-15,410 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 14,914
Change-14,914 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 14,683
Change-14,683 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 14,332
Change-14,332 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 13,895
Change-13,895 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 12,892
Change-12,892 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 12,824
Change-12,824 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 12,783
Change-12,783 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 12,609
Change-12,609 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 12,552
Change-12,552 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 12,464
Change-12,464 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 12,460
Change-12,460 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 12,369
Change-12,369 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 12,211
Change-12,211 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 12,104
Change-12,104 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 12,103
Change-12,103 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 11,973
Change-11,973 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 11,868
Change-11,868 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 11,573
Change-11,573 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 11,345
Change-11,345 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 11,258
Change-11,258 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 11,235
Change-11,235 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 11,186
Change-11,186 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 11,146
Change-11,146 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 10,800
Change-10,800 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 10,593
Change-10,593 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 10,283
Change-10,283 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 10,122
Change-10,122 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 10,120
Change-10,120 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 10,088
Change-10,088 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 10,020
Change-10,020 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 10,007
Change-10,007 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 9,914
Change-9,914 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 9,904
Change-9,904 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 9,877
Change-9,877 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 9,867
Change-9,867 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 9,777
Change-9,777 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 9,529
Change-9,529 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 9,487
Change-9,487 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 9,207
Change-9,207 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 8,973
Change-8,973 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 8,586
Change-8,586 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 8,542
Change-8,542 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 8,403
Change-8,403 (-100%)
Value—
EWA, LLC
N/A
Shares— from 8,157
Change-8,157 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 8,138
Change-8,138 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 8,044
Change-8,044 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 8,001
Change-8,001 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 7,992
Change-7,992 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 7,987
Change-7,987 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 7,982
Change-7,982 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 7,964
Change-7,964 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 7,938
Change-7,938 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 7,901
Change-7,901 (-100%)
Value—
Persistent Asset Partners Ltd
N/A
Shares— from 7,680
Change-7,680 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 7,579
Change-7,579 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 7,455
Change-7,455 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 7,263
Change-7,263 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 6,908
Change-6,908 (-100%)
Value—
East Coast Asset Management, Llc.
N/A
Shares— from 6,887
Change-6,887 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 6,873
Change-6,873 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 6,849
Change-6,849 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 6,836
Change-6,836 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 6,768
Change-6,768 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 6,722
Change-6,722 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 6,696
Change-6,696 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 6,666
Change-6,666 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 6,586
Change-6,586 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 6,384
Change-6,384 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 6,346
Change-6,346 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 6,032
Change-6,032 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 5,864
Change-5,864 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 5,721
Change-5,721 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 5,691
Change-5,691 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 5,689
Change-5,689 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 5,621
Change-5,621 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 5,560
Change-5,560 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 5,555
Change-5,555 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 5,438
Change-5,438 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 5,433
Change-5,433 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 5,341
Change-5,341 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 5,270
Change-5,270 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 5,138
Change-5,138 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 5,108
Change-5,108 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 5,024
Change-5,024 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 4,791
Change-4,791 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 4,776
Change-4,776 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 4,630
Change-4,630 (-100%)
Value—
Broyhill Asset Management, LLC
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 4,476
Change-4,476 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 4,474
Change-4,474 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 4,380
Change-4,380 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 4,325
Change-4,325 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 4,270
Change-4,270 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 4,227
Change-4,227 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 4,129
Change-4,129 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 4,061
Change-4,061 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 4,034
Change-4,034 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 3,982
Change-3,982 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 3,916
Change-3,916 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 3,897
Change-3,897 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 3,881
Change-3,881 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 3,797
Change-3,797 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 3,755
Change-3,755 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 3,747
Change-3,747 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 3,736
Change-3,736 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 3,726
Change-3,726 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 3,720
Change-3,720 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 3,685
Change-3,685 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,668
Change-3,668 (-100%)
Value—
J. Goldman & Co LP
N/A
Shares— from 3,645
Change-3,645 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 3,547
Change-3,547 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 3,525
Change-3,525 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 3,519
Change-3,519 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 3,462
Change-3,462 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 3,370
Change-3,370 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 3,354
Change-3,354 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 3,313
Change-3,313 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 3,295
Change-3,295 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 3,281
Change-3,281 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 3,220
Change-3,220 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 3,173
Change-3,173 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 3,102
Change-3,102 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 3,050
Change-3,050 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 3,035
Change-3,035 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 3,014
Change-3,014 (-100%)
Value—
First Financial Bankshares Inc
N/A
Shares— from 2,982
Change-2,982 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 2,973
Change-2,973 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 2,928
Change-2,928 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,922
Change-2,922 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 2,915
Change-2,915 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 2,891
Change-2,891 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 2,792
Change-2,792 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 2,768
Change-2,768 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 2,281
Change-2,281 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 2,181
Change-2,181 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 2,168
Change-2,168 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 2,163
Change-2,163 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 2,116
Change-2,116 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 2,095
Change-2,095 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 2,066
Change-2,066 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 2,053
Change-2,053 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 1,814
Change-1,814 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 1,786
Change-1,786 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 1,784
Change-1,784 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 1,752
Change-1,752 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 1,461
Change-1,461 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 1,278
Change-1,278 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,275
Change-1,275 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 1,230
Change-1,230 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 969
Change-969 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 960
Change-960 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 903
Change-903 (-100%)
Value—
Pursuit Wealth Strategies, LLC
N/A
Shares— from 880
Change-880 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 875
Change-875 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 874
Change-874 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 850
Change-850 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 739
Change-739 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 650
Change-650 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 534
Change-534 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 520
Change-520 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 494
Change-494 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 444
Change-444 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 405
Change-405 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 334
Change-334 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 290
Change-290 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 249
Change-249 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 210
Change-210 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 149
Change-149 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 147
Change-147 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 132
Change-132 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 131
Change-131 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 121
Change-121 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 117
Change-117 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 87
Change-87 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 55
Change-55 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 32
Change-32 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
DECREASED3,556,8513,827,985-271,134-7%$286.7M$250.8M-$35.9M2026-11-06
PNC Financial Services Group, Inc.
DECREASED786,689990,440-203,751-21%$74.2M$55.5M-$18.7M2026-11-06
Commonwealth Equity Services, LLC
DECREASED723,160836,710-113,550-14%$62.7M$51.0M-$11.7M2026-11-02
Securian Asset Management, Inc
UNCHANGED690,000690,00000%$52.8M$48.7M-$4.2M2026-11-06
Armbruster Capital Management, Inc.
INCREASED553,705540,041+13,664+3%$40.4M$39.0M-$1.4M2026-10-19
Brookstone Capital Management
DECREASED506,014512,689-6,675-1%$38.4M$35.7M-$2.7M2026-10-22
Genworth Financial Inc
INCREASED481,590476,493+5,097+1%$35.7M$34.0M-$1.7M2026-10-21
Berman McAleer LLC
DECREASED378,328402,028-23,700-6%$30.1M$26.7M-$3.4M2026-10-16
New England Private Wealth Advisors LLC
DECREASED360,439366,189-5,750-2%$28.3M$25.4M-$2.9M2026-10-19
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED321,510331,823-10,313-3%$24.9M$22.7M-$2.2M2026-10-14
Kestra Advisory Services, LLC
INCREASED286,628263,709+22,919+9%$19.8M$20.2M+$458.3K2026-11-02
Wealth Enhancement Advisory Services, LLC
DECREASED276,410296,112-19,702-7%$22.5M$19.9M-$2.6M2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED274,745272,595+2,150+1%$20.4M$19.4M-$1.0M2026-11-02
NewSquare Capital LLC
DECREASED223,494228,650-5,156-2%$17.1M$15.8M-$1.4M2026-11-06
Prospera Financial Services Inc
INCREASED215,596198,593+17,003+9%$14.9M$16.5M+$1.6M2026-11-04
Ballast, Inc.
INCREASED188,241173,437+14,804+9%$13.0M$13.3M+$282.4K2026-10-20
Dominguez Wealth Management Solutions, Inc.
INCREASED174,543170,427+4,116+2%$12.8M$12.3M-$458.0K2026-10-07
Bell Investment Advisors, Inc
INCREASED169,382167,698+1,684+1%$12.6M$11.9M-$617.5K2026-10-29
Alliance Wealth Advisors, LLC
INCREASED168,735153,535+15,200+10%$11.5M$11.9M+$397.7K2026-10-28
JFS Wealth Advisors, LLC
DECREASED161,331161,837-5060%$12.1M$11.4M-$746.2K2026-11-03
Lido Advisors, LLC
INCREASED152,863152,649+214+0%$11.4M$10.8M-$655.0K2026-11-04
Creative Planning
DECREASED141,443142,474-1,031-1%$10.7M$10.0M-$698.2K2026-11-02
Capital Advisors, Ltd. LLC
DECREASED141,065150,472-9,407-6%$11.3K$9.9M+$9.9M2026-10-27
Traynor Capital Management, Inc.
INCREASED130,318130,074+244+0%$9.7M$9.2M-$553.8K2026-10-29
Nilsine Partners, LLC
INCREASED126,779122,667+4,112+3%$9.2M$8.9M-$248.6K2026-11-02
Fortune Financial Group, Inc.
INCREASED116,357110,796+5,561+5%$8.3M$8.2M-$94.3K2026-10-22
Truist Financial Corp
DECREASED110,725111,620-895-1%$8.4M$7.8M-$553.1K2026-10-30
Stewardship Advisors, LLC
DECREASED105,946108,029-2,083-2%$8.1M$7.5M-$621.1K2026-10-20
Commonwealth Financial Services, LLC
DECREASED105,714117,275-11,561-10%$8.8M$7.5M-$1.3M2026-10-20
Park Avenue Securities LLC
INCREASED101,99398,802+3,191+3%$7.4M$7.2M-$208.0K2026-10-26
HB Wealth Management, LLC
INCREASED101,122100,929+193+0%$7.6M$7.1M-$429.5K2026-10-23
Strategic Advisory Partners, LLC
INCREASED99,52696,573+2,953+3%$7.2M$7.0M-$215.8K2026-11-06
CFG Wealth Management Services, Inc.
INCREASED98,52494,664+3,860+4%$7.1M$7.0M-$93.0K2026-10-21
Vaquero Private Wealth, LTD
DECREASED90,62493,086-2,462-3%$7.0M$6.4M-$582.2K2026-10-27
First Premier Bank
DECREASED89,00790,988-1,981-2%$6.8K$6.3K-$5392026-10-13
Strategic Family Wealth Counselors, L.L.C.
DECREASED84,23184,613-3820%$6.3M$5.9M-$398.5K2026-10-29
Israel Discount Bank of New York
INCREASED83,35573,385+9,970+14%$5.5M$5.9M+$380.8K2026-10-14
Verdence Capital Advisors LLC
INCREASED83,27128,958+54,313+188%$2.2M$5.9M+$3.7M2026-10-26
American Financial & TAX Strategies Inc
DECREASED80,82981,484-655-1%$6.1M$5.7M-$403.9K2026-10-16
Allworth Financial LP
INCREASED76,78076,779+10%$5.8M$5.8M+$382026-11-06
J.W. Cole Advisors, Inc.
DECREASED75,04580,047-5,002-6%$6.0M$5.3M-$704.1K2026-11-05
Value Investment Professionals, LLC
DECREASED72,94874,417-1,469-2%$5.6M$5.1M-$430.2K2026-10-13
Pinnacle Wealth Management Group, Inc.
INCREASED72,86271,724+1,138+2%$5.4M$5.1M-$234.6K2026-10-15
SteelPeak Wealth, LLC
DECREASED71,00885,394-14,386-17%$6.4M$5.0M-$1.4M2026-10-16
Fifth Third Securities, Inc.
INCREASED70,29970,292+7+0%$5.3M$5.0M-$308.1K2026-10-21
G&S Capital LLC
DECREASED63,60463,792-1880%$4.8M$4.5M-$293.3K2026-10-23
Trinity Wealth Management, LLC
INCREASED62,11760,713+1,404+2%$4.5M$4.4M-$167.5K2026-10-13
Cherry Tree Wealth Management, LLC
DECREASED60,57860,920-342-1%$4.6M$4.3M-$291.5K2026-10-15
MGO One Seven LLC
INCREASED58,50157,917+584+1%$4.3M$4.1M-$213.1K2026-10-28
Citigroup Inc
DECREASED57,473439,459-381,986-87%$32.9M$4.1M-$28.9M2026-11-04
Klingman & Associates, LLC
DECREASED54,35455,186-832-2%$4.1M$3.8M-$300.9K2026-10-20
Merit Financial Group, LLC
INCREASED54,28941,979+12,310+29%$3.1M$3.8M+$683.7K2026-11-06
Farther Finance Advisors, LLC
INCREASED51,11344,677+6,436+14%$3.3M$3.6M+$257.7K2026-10-08
Pacific Center for Financial Services
INCREASED50,85850,777+81+0%$3.8M$3.6M-$217.2K2026-10-15
Corundum Group, Inc.
INCREASED49,87147,322+2,549+5%$3.5M$3.5M-$28.0K2026-10-28
Johnson & White Wealth Management, LLC
INCREASED48,86747,405+1,462+3%$3.6M$3.4M-$105.0K2026-11-03
Burns Matteson Capital Management, LLC
DECREASED48,62851,690-3,062-6%$3.9M$3.4M-$442.8K2026-10-16
Flagship Harbor Advisors, LLC
DECREASED47,47568,293-20,818-30%$5.1M$3.3M-$1.8M2026-10-26
Independent Financial Group, LLC
DECREASED46,52746,682-1550%$3.5M$3.3M-$215.9K2026-10-13
Milestone Investment Advisors LLC
DECREASED46,31046,372-620%$3.5M$3.3M-$207.9K2026-11-05
Focus Financial Network, Inc.
DECREASED43,78646,538-2,752-6%$3.5M$3.1M-$398.3K2026-10-14
Parallel Advisors, LLC
INCREASED42,67934,775+7,904+23%$2.6M$3.0M+$404.6K2026-11-03
Lmcg Investments, LLC
INCREASED41,33839,926+1,412+4%$3.0M$2.9M-$75.7K2026-10-21
Total Clarity Wealth Management, Inc.
INCREASED41,31739,904+1,413+4%$3.0M$2.9M-$75.5K2026-10-26
Global Assets Advisory, LLC
DECREASED41,21941,672-453-1%$3.1M$2.9M-$206.8K2026-10-28
Trilogy Capital Inc.
DECREASED40,51254,849-14,337-26%$4.1M$2.9M-$1.3M2026-10-20
WT Wealth Management
INCREASED39,96039,937+23+0%$3.0M$2.8M-$173.7K2026-10-13
Sard Wealth Management Group, LLC
INCREASED39,83239,447+385+1%$3.0M$2.8M-$146.0K2026-10-16
Weil Company, Inc.
NEW39,589—+39,589——$2.8M—2026-10-14
Capital Investment Advisory Services, LLC
DECREASED38,607150,473-111,866-74%$11.3M$2.7M-$8.5M2026-10-30
Clear Harbor Asset Management, LLC
INCREASED38,58337,672+911+2%$2.8M$2.7M-$101.1K2026-11-05
UMB Bank, n.a.
DECREASED37,54640,142-2,596-6%$3.0M$2.6M-$359.3K2026-11-06
Fifth Third Bancorp
DECREASED37,40641,214-3,808-9%$3.1M$2.6M-$449.4K2026-11-05
Ellis Investment Partners, LLC
DECREASED37,26842,943-5,675-13%$3.2M$2.6M-$588.7K2026-10-21
Creative Financial Designs Inc
INCREASED36,82220,363+16,459+81%$1.5M$2.6M+$1.1M2026-11-04
Syntegra Private Wealth Group, LLC
DECREASED34,32234,487-1650%$2.6M$2.4M-$163.1K2026-10-13
Fortis Group Advisors, LLC
DECREASED34,05862,002-27,944-45%$4.6M$2.6M-$2.0M2026-11-06
High Net Worth Advisory Group LLC
DECREASED33,36533,469-1040%$2.5M$2.4M-$154.3K2026-10-26
WealthBridge Capital Management, LLC
DECREASED31,07332,498-1,425-4%$2.4M$2.2M-$243.2K2026-10-16
First Horizon Corp
DECREASED30,86731,149-282-1%$2.3M$2.2M-$156.6K2026-10-26
Sherman Wealth Management LLC
DECREASED29,80132,329-2,528-8%$2.4M$2.1M-$320.1K2026-10-16
Selby Wealth Management, LLC
DECREASED29,02229,827-805-3%$2.2M$2.0M-$187.7K2026-10-16
Wealthcare Advisory Partners LLC
INCREASED28,85919,672+9,187+47%$1.5M$2.0M+$561.4K2026-10-21
Simplicity Wealth,LLC
INCREASED27,84523,893+3,952+17%$1.8M$2.0M+$173.8K2026-10-23
Weaver Capital Management LLC
DECREASED27,61328,807-1,194-4%$2.1M$1.9M-$160.0K2026-10-15
Oppenheimer & Co Inc
DECREASED27,58629,590-2,004-7%$2.2M$1.9M-$271.2K2026-10-26
Concurrent Investment Advisors, LLC
INCREASED27,44522,096+5,349+24%$1.7M$1.9M+$280.1K2026-10-16
Bank of New York Mellon Corp
INCREASED25,7038,351+17,352+208%$625.5K$1.8M+$1.2M2026-11-05
D.A. Davidson & Co.
DECREASED25,66927,895-2,226-8%$2.1M$1.8M-$279.4K2026-10-28
Integrated Advisors Network LLC
DECREASED25,35626,599-1,243-5%$2.0M$1.8M-$204.4K2026-10-20
Vigilare Wealth Management
DECREASED24,897114,391-89,494-78%$8.6M$1.8M-$6.8M2026-10-29
Perryman Financial Advisory Inc
DECREASED24,60824,999-391-2%$1.9M$1.7M-$137.3K2026-10-16
Advisory Solutions Group, LLC
INCREASED22,93622,071+865+4%$1.7M$1.6M-$35.9K2026-10-14
Terril Brothers, Inc.
INCREASED22,87922,084+795+4%$1.7M$1.6M-$40.9K2026-11-06
Great Waters Wealth Management
INCREASED22,65422,616+38+0%$1.7M$1.6M-$96.6K2026-10-07
Kingswood Wealth Advisors, LLC
INCREASED22,17119,425+2,746+14%$1.5M$1.6M+$108.4K2026-10-23
Long Island Wealth Management, Inc.
INCREASED21,95120,175+1,776+9%$1.5M$1.5M+$36.6K2026-10-20
Ridgewood Investments LLC
DECREASED21,91722,126-209-1%$1.7M$1.5M-$111.9K2026-10-05
Ascentis Independent Advisors
NEW21,895—+21,895——$1.5M—2026-11-03
Woodmont Investment Counsel LLC
DECREASED21,67921,829-150-1%$1.6M$1.5M-$106.4K2026-10-29
Sheets Smith Wealth Management
DECREASED21,59721,865-268-1%$1.6M$1.5M-$114.9K2026-10-16
Vise Technologies, Inc.
INCREASED21,37620,162+1,214+6%$1.5M$1.5M-$2.9K2026-10-29
Acorn Wealth Advisors, LLC
DECREASED21,19521,296-1010%$1.6M$1.5M-$100.6K2026-10-19
Silverlake Wealth Management LLC
DECREASED21,18523,791-2,606-11%$1.8M$1.5M-$288.2K2026-10-21
MassMutual Private Wealth & Trust, FSB
INCREASED20,97219,437+1,535+8%$1.5M$1.5M+$22.9K2026-10-05
PFG Advisors
DECREASED20,67825,907-5,229-20%$1.9M$1.5M-$482.4K2026-10-16
Laurel Wealth Planning LLC
UNCHANGED20,06420,06400%$1.5M$1.4M-$88.1K2026-11-02
WealthPlan Investment Management, LLC
INCREASED19,87019,669+201+1%$1.5M$1.4M-$72.2K2026-10-15
Quantum Financial Partners LLC
INCREASED19,22918,552+677+4%$1.4M$1.4M-$33.7K2026-10-19
Midwest Financial Group LLC
DECREASED18,94719,046-99-1%$1.4M$1.3M-$90.6K2026-10-15
Ashton Thomas Private Wealth, LLC
DECREASED18,91918,987-680%$1.4M$1.3M-$88.2K2026-11-03
Lunt Capital Management, Inc.
NEW18,721—+18,721——$1.3M—2026-10-30
Seamount Financial Group Inc
DECREASED18,42618,762-336-2%$1.4M$1.3M-$106.1K2026-10-21
Wealth Intelligence, LLC
INCREASED18,40815,829+2,579+16%$1.2M$1.3M+$112.4K2026-10-16
Robertson Stephens Wealth Management, LLC
DECREASED18,35622,269-3,913-18%$1.7M$1.3M-$373.7K2026-10-16
Financial Life Advisors
DECREASED18,35119,031-680-4%$1.4M$1.3M-$131.5K2026-10-14
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED18,26918,328-590%$1.4M$1.3M-$84.6K2026-10-27
Tempus Wealth Planning, LLC
DECREASED18,15018,477-327-2%$1.4M$1.3M-$104.2K2026-10-14
Daiwa Securities Group Inc.
INCREASED18,05016,850+1,200+7%$1.3M$1.3M+$10.6K2026-10-29
Amundi
DECREASED18,00225,619-7,617-30%$1.9M$1.3M-$649.5K2026-11-06
Kingstone Capital Partners Texas, LLC
INCREASED17,99817,898+100+1%$1.3M$1.3M-$71.5K2026-11-03
Paragon Private Wealth Management, LLC
DECREASED17,89618,066-170-1%$1.4M$1.3M-$91.3K2026-10-20
Broussard Financial Group LLC
INCREASED17,5999,236+8,363+91%$691.8K$1.2M+$549.1K2026-10-26
Flagship Private Wealth, LLC
INCREASED17,09216,944+148+1%$1.3M$1.2M-$63.9K2026-11-05
Diversify Advisory Services, LLC
DECREASED17,06717,819-752-4%$1.4M$1.3M-$117.9K2026-10-20
Diversify Wealth Management, LLC
DECREASED17,06717,819-752-4%$1.4M$1.3M-$117.9K2026-10-20
Capstone Wealth Management Group, Inc.
DECREASED16,64317,110-467-3%$1.3M$1.2M-$108.0K2026-10-19
Meridian Financial Advisors, LLC
INCREASED16,60414,677+1,927+13%$1.1M$1.2M+$71.4K2026-10-14
Investors Research Corp
DECREASED16,03526,620-10,585-40%$2.0M$1.1M-$863.2K2026-10-07
Innova Wealth Partners
INCREASED16,02913,030+2,999+23%$975.9K$1.1M+$154.3K2026-10-21
Northcape Wealth Management, LLC
DECREASED15,48615,856-370-2%$1.2M$1.1M-$95.7K2026-11-04
Tompkins Financial Corp
DECREASED15,34418,573-3,229-17%$1.4M$1.1M-$309.2K2026-10-05
XML Financial, LLC
INCREASED15,26315,017+246+2%$1.1M$1.1M-$48.6K2026-10-29
Summit Global Investments
INCREASED15,0835,551+9,532+172%$416.0K$1.1M+$648.0K2026-10-28
Santori & Peters, Inc.
DECREASED15,03117,181-2,150-13%$1.3M$1.1M-$227.1K2026-10-26
Brown Wealth Management, LLC
INCREASED14,65514,652+3+0%$1.1M$1.0M-$64.1K2026-10-20
Chicago Partners Investment Group LLC
INCREASED14,56114,200+361+3%$1.1M$1.1M+$13.9K2026-10-27
Venture Visionary Partners LLC
DECREASED14,46714,665-198-1%$1.1M$1.0M-$78.4K2026-10-07
Virtus Wealth Solutions LLC
INCREASED14,43514,353+82+1%$1.1M$1.0M-$57.2K2026-11-03
Lodestar Private Asset Management LLC
INCREASED14,20314,188+15+0%$1.1M$1.0M-$61.2K2026-10-26
Onyx Bridge Wealth Group LLC
INCREASED14,15014,069+81+1%$1.1M$997.7K-$56.1K2026-10-16
Principle Wealth Partners LLC
INCREASED14,14214,141+1+0%$1.1M$997.2K-$62.0K2026-11-02
AG Asset Advisory, LLC
UNCHANGED14,03714,03700%$1.1M$989.7K-$61.6K2026-11-06
Verity Asset Management, Inc.
DECREASED14,01420,661-6,647-32%$1.5M$988.1K-$559.4K2026-10-30
Integrity Wealth Advisors, Inc.
NEW13,982—+13,982——$985.9K—2026-10-29
Symphony Financial, Ltd. Co.
INCREASED13,95613,749+207+2%$1.0M$993.0K-$46.3K2026-10-22
Level Four Advisory Services, LLC
INCREASED13,85112,483+1,368+11%$935.0K$976.7K+$41.7K2026-11-06
Variant Private Wealth, LLC
INCREASED13,63313,559+74+1%$1.0M$961.3K-$54.3K2026-10-21
Keybank National Association
UNCHANGED13,62813,62800%$1.0M$960.9K-$59.8K2026-11-04
TPG Advisors LLC
INCREASED13,61813,598+20+0%$1.0M$960.2K-$58.3K2026-10-16
Schaeffer Financial LLC
DECREASED13,48635,733-22,247-62%$2.7M$950.9K-$1.7M2026-10-23
Savant Capital, LLC
INCREASED13,47211,393+2,079+18%$855.9K$949.9K+$94.0K2026-11-06
GC Wealth Management RIA, LLC
UNCHANGED13,30813,30800%$996.8K$938.3K-$58.4K2026-11-02
Orca Investment Management, LLC
UNCHANGED12,91812,91800%$967.6K$910.8K-$56.7K2026-10-29
Landaas & Co
INCREASED12,90512,885+20+0%$965.1K$909.9K-$55.1K2026-10-29
Decker Wealth Management LLC
UNCHANGED12,82812,82800%$960.8K$904.5K-$56.3K2026-10-09
Patriot Investment Management Group, Inc.
UNCHANGED12,76612,76600%$956.1K$900.1K-$56.0K2026-10-15
Simplex Trading, LLC
INCREASED12,6941,951+10,743+551%$146.1K$895.1K+$748.9K2026-11-04
Money Concepts Capital Corp
INCREASED12,68010,624+2,056+19%$795.8K$894.0K+$98.3K2026-11-06
Sage Mountain Advisors LLC
UNCHANGED12,63512,63500%$946.4K$890.9K-$55.5K2026-11-02
MTM Investment Management, LLC
UNCHANGED12,48912,48900%$935.4K$880.6K-$54.8K2026-10-30
Brighton Jones LLC
INCREASED12,45012,110+340+3%$907.0K$877.9K-$29.2K2026-11-03
SC&H Financial Advisors, Inc.
DECREASED12,32413,106-782-6%$981.6K$869.0K-$112.7K2026-10-14
Allied Investment Advisors, LLC
UNCHANGED12,20012,20000%$913.8K$860.2K-$53.6K2026-10-13
American Capital Advisory, LLC
INCREASED12,17312,160+13+0%$910.8K$858.3K-$52.5K2026-10-28
Magnus Financial Group LLC
DECREASED12,15812,189-310%$912.9K$857.2K-$55.7K2026-10-21
Trueblood Wealth Management, LLC
DECREASED11,97015,013-3,043-20%$1.1M$844.0K-$280.5K2026-10-23
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED11,95811,95800%$895.7K$843.2K-$52.5K2026-11-02
Aprio Wealth Management, LLC
NEW11,945—+11,945——$842.2K—2026-10-28
Patten & Patten Inc
INCREASED11,92911,778+151+1%$882.2K$841.1K-$41.0K2026-10-26
Barclays PLC
INCREASED11,8606,940+4,920+71%$519.8K$836.2K+$316.4K2026-11-06
Symmetry Partners, LLC
INCREASED11,82711,737+90+1%$879.1K$833.9K-$45.1K2026-10-27
Blue Trust, Inc.
INCREASED11,5862,190+9,396+429%$164.0K$816.9K+$652.9K2026-10-15
Whipplewood Advisors, LLC
DECREASED11,57711,697-120-1%$876.1K$816.3K-$59.8K2026-10-20
Clark Asset Management, LLC
INCREASED11,48111,375+106+1%$852.0K$809.5K-$42.5K2026-10-19
Eastern Bank
UNCHANGED11,44511,44500%$857.2K$807.0K-$50.2K2026-10-05
Clearwater Capital Advisors, LLC
UNCHANGED11,35111,35100%$850.2K$800.4K-$49.8K2026-11-06
Pettinga Financial Advisors LLC
DECREASED11,33013,400-2,070-15%$1.0M$798.9K-$204.8K2026-10-13
Nikulski Financial, Inc.
DECREASED11,04611,815-769-7%$885.0K$778.9K-$106.1K2026-11-06
Harfst & Associates, Inc.
DECREASED11,01111,511-500-4%$862.2K$776.4K-$85.8K2026-10-20
Strategic Wealth Advisors LLC
DECREASED10,98512,425-1,440-12%$887$774.5K+$773.6K2026-11-06
Sowell Financial Services LLC
INCREASED10,98410,682+302+3%$800.1K$774.5K-$25.6K2026-10-23
Taylor Securities Services, Inc.
DECREASED10,94611,142-196-2%$834.5K$771.8K-$62.7K2026-10-20
Tranquility Partners, LLC
DECREASED10,91411,468-554-5%$858.9K$769.5K-$89.4K2026-10-20
Koshinski Asset Management, Inc.
DECREASED10,83612,216-1,380-11%$915.0K$764.1K-$150.9K2026-10-29
Bedel Financial Consulting, Inc.
INCREASED10,70010,696+4+0%$801.1K$754.5K-$46.7K2026-11-06
Sigma Planning Corp
INCREASED10,65410,627+27+0%$795.9K$752.9K-$43.1K2026-10-23
Optivise Advisory Services LLC
UNCHANGED10,51010,51000%$787.2K$741.1K-$46.1K2026-10-19
Hicks Capital Management LLC
UNCHANGED10,43710,43700%$781.7K$781.7K$02026-10-20
Continuum Wealth Advisors, LLC
UNCHANGED10,34010,34000%$774.5K$729.1K-$45.4K2026-10-20
Choreo, LLC
UNCHANGED10,32510,32500%$773.3K$728.0K-$45.3K2026-10-28
B. Riley Wealth Advisors, Inc.
INCREASED10,2999,915+384+4%$749.5K$726.2K-$23.3K2026-10-13
Aspiriant, LLC
UNCHANGED10,24410,24400%$767.3K$722.3K-$45.0K2026-10-16
Legacy Private Trust Co.
UNCHANGED10,24010,24000%$767.0K$722.0K-$45.0K2026-10-06
Perigon Wealth Management, LLC
INCREASED10,17610,155+21+0%$760.6K$717.5K-$43.1K2026-10-22
Phillip James Consulting Co.
INCREASED10,15710,001+156+2%$749.1K$716.2K-$32.9K2026-11-03
Citizens Financial Group Inc
INCREASED10,13510,102+33+0%$756.6K$714.7K-$42.0K2026-10-23
Asset One Wealth Management LLC
DECREASED10,12610,479-353-3%$790.9K$714.0K-$76.9K2026-11-02
TKG Advisors, LLC
DECREASED10,08610,117-310%$757.8K$711.2K-$46.6K2026-11-02
FAI Advisors, Inc.
UNCHANGED10,06310,06300%$753.7K$709.5K-$44.2K2026-10-27
StoneX Group Inc.
INCREASED10,0239,607+416+4%$719.7K$710.0K-$9.7K2026-11-03
Heirloom Wealth Management
UNCHANGED10,00210,00200%$749.2K$705.2K-$43.9K2026-10-14
Grey Fox Wealth Advisors, LLC
DECREASED9,99610,431-435-4%$781.3K$704.8K-$76.5K2026-11-03
Apollon Wealth Management, LLC
INCREASED9,9603,507+6,453+184%$262.7K$702.2K+$439.6K2026-10-23
Cardinal Point Capital Management ULC
INCREASED9,9409,909+31+0%$742.2K$700.8K-$41.4K2026-10-21
Wolff Financial Management LLC
DECREASED9,86711,820-1,953-17%$885.3K$695.7K-$189.6K2026-10-23
TopTier Wealth Management, LLC
DECREASED9,6539,964-311-3%$746.3K$680.6K-$65.7K2026-10-16
Cornerstone Wealth Management, LLC
DECREASED9,65214,979-5,327-36%$1.1M$680.6K-$441.4K2026-11-04
Amplius Wealth Advisors, LLC
DECREASED9,55310,175-622-6%$762.1K$673.6K-$88.5K2026-10-20
Davenport & Co LLC
DECREASED9,5519,595-440%$718.7K$673.5K-$45.2K2026-10-14
Apex Wealth Management, LLC
UNCHANGED9,5109,51000%$712.3K$670.5K-$41.7K2026-10-20
Central Trust Co
DECREASED9,1739,773-600-6%$732.0K$646.8K-$85.2K2026-11-05
Moneco Advisors, LLC
INCREASED9,1299,116+13+0%$682.8K$643.7K-$39.1K2026-11-05
Harel Insurance Investments & Financial Services Ltd.
INCREASED9,0313,426+5,605+164%$257.0K$637.0K+$380.0K2026-11-02
RFG Advisory, LLC
INCREASED9,0088,157+851+10%$611.0K$635.2K+$24.2K2026-11-03
Uptick Partners, LLC
UNCHANGED8,9538,95300%$670.6K$631.3K-$39.3K2026-11-04
TD Waterhouse Canada Inc.
INCREASED8,8048,277+527+6%$622.6K$621.9K-$7062026-10-16
Moneywise, Inc.
DECREASED8,51310,838-2,325-21%$811.8K$600.2K-$211.6K2026-10-30
City Center Advisors, LLC
DECREASED8,4878,892-405-5%$666.0K$598.4K-$67.6K2026-10-08
Dhjj Financial Advisors, Ltd.
DECREASED8,4089,170-762-8%$686.9K$592.9K-$94.0K2026-10-23
Mullooly Asset Management, Inc.
INCREASED8,1758,127+48+1%$608.9K$576.4K-$32.5K2026-10-30
Brick & Kyle, Associates
DECREASED8,1608,278-118-1%$605.5K$575.4K-$30.1K2026-11-05
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED8,12210,110-1,988-20%$757.2K$572.7K-$184.5K2026-10-14
IFP Advisors, Inc
INCREASED8,0767,418+658+9%$555.6K$569.4K+$13.8K2026-10-16
SAX Wealth Advisors, LLC
DECREASED7,78513,039-5,254-40%$953.7K$548.9K-$404.8K2026-10-13
Grant Private Wealth Management Inc
INCREASED7,7373,470+4,267+123%$259.9K$545.5K+$285.6K2026-10-19
Beaumont Financial Advisors, LLC
DECREASED7,6628,233-571-7%$616.7K$540.2K-$76.4K2026-10-22
Appalachian Capital Management Ltd
INCREASED7,6577,618+39+1%$570.6K$539.9K-$30.7K2026-10-14
Trust Co of Vermont
UNCHANGED7,4807,48000%$560.3K$527.4K-$32.8K2026-10-21
Redwood Financial Network Corp
DECREASED7,4357,659-224-3%$573.6K$524.2K-$49.4K2026-11-03
HBW Advisory Services LLC
DECREASED7,31512,687-5,372-42%$950.3K$515.8K-$434.5K2026-10-15
FSM Wealth Advisors, LLC
INCREASED7,2967,279+17+0%$545.2K$526.3K-$18.9K2026-10-27
Strategic Blueprint, LLC
DECREASED7,2869,776-2,490-25%$732.3K$513.8K-$218.5K2026-10-22
Verus Capital Partners, LLC
INCREASED7,1657,164+1+0%$536.6K$505.2K-$31.4K2026-11-03
Asset Dedication, LLC
DECREASED7,0037,319-316-4%$548.2K$493.8K-$54.4K2026-11-03
Thrivent Financial for Lutherans
DECREASED6,9867,193-207-3%$539.0K$493.0K-$46.0K2026-11-05
Guerra PAN Advisors, LLC
UNCHANGED6,8636,86300%$514.0K$504.9K-$9.1K2026-10-26
Olistico Wealth, LLC
UNCHANGED6,8356,83500%$511.9K$481.9K-$30.0K2026-10-05
Joseph P. Lucia & Associates, LLC
UNCHANGED6,7186,71800%$503.2K$473.7K-$29.5K2026-10-30
Townsend Asset Management Corp
INCREASED6,7156,692+23+0%$501.3K$473.5K-$27.8K2026-10-29
Sensible Money, LLC
INCREASED6,7036,603+100+2%$494.6K$472.6K-$21.9K2026-10-20
Highland Capital Management, LLC
DECREASED6,6116,618-70%$495.7K$466.1K-$29.5K2026-10-26
Apollon Financial, LLC
INCREASED6,5626,554+8+0%$490.9K$462.7K-$28.2K2026-10-23
Harbor Asset Planning, Inc.
DECREASED6,5516,628-77-1%$496.4K$461.9K-$34.5K2026-10-23
Family Capital Management, Inc.
UNCHANGED6,5476,54700%$490.4K$461.6K-$28.7K2026-11-03
Berkshire Money Management, Inc.
NEW6,481—+6,481——$457.0K—2026-10-21
Lanark Financial, Inc.
DECREASED6,47120,182-13,711-68%$1.5M$456.3K-$1.1M2026-10-26
Earned Wealth Advisors, LLC
DECREASED6,4146,515-101-2%$488.0K$452.2K-$35.8K2026-11-06
Mather Group, Llc.
INCREASED6,3916,382+9+0%$478.0K$450.6K-$27.3K2026-10-14
Creekside Partners
UNCHANGED6,3806,38000%$477.9K$449.9K-$28.0K2026-11-04
Trust Point Inc.
UNCHANGED6,3736,37300%$477.3K$449.4K-$28.0K2026-10-27
10Elms LLP
INCREASED6,2905,624+666+12%$421.3K$443.5K+$22.2K2026-11-06
M Holdings Securities, Inc.
NEW6,187—+6,187——$443—2026-11-03
Rockingstone Advisors LLC
UNCHANGED6,0706,07000%$454.6K$428.0K-$26.6K2026-10-16
WBH Advisory Inc
INCREASED6,0626,059+3+0%$453.8K$427.5K-$26.4K2026-11-05
Biltmore Family Office, LLC
UNCHANGED6,0256,02500%$451.3K$424.8K-$26.5K2026-11-03
Gradient Capital Advisors, LLC
UNCHANGED6,0146,01400%$450.4K$424.0K-$26.4K2026-10-21
Graves Light Lenhart Wealth, Inc.
DECREASED5,9796,575-596-9%$492.5K$421.6K-$70.9K2026-10-09
Modera Wealth Management, LLC
DECREASED5,8996,589-690-10%$493.5K$415.9K-$77.6K2026-10-28
Romano Brothers and Company
DECREASED5,8535,952-99-2%$445.8K$412.7K-$33.1K2026-10-22
BXM Wealth LLC
UNCHANGED5,7215,72100%$428.5K$403.4K-$25.1K2026-11-03
Wetzel Investment Advisors, Inc.
DECREASED5,6865,877-191-3%$440.2K$400.9K-$39.3K2026-10-13
Rede Wealth, LLC
DECREASED5,6797,612-1,933-25%$570.1K$400.4K-$169.7K2026-10-22
Integrity Alliance, Llc.
DECREASED5,6796,714-1,035-15%$502.9K$400.5K-$102.4K2026-10-29
Dynamic Advisor Solutions LLC
INCREASED5,6545,651+3+0%$423.3K$398.7K-$24.6K2026-10-13
Genesee Capital Advisors, LLC
DECREASED5,5835,685-102-2%$425.8K$393.7K-$32.2K2026-10-20
Private Trust Co NA
INCREASED5,4905,320+170+3%$398.5K$387.1K-$11.3K2026-10-20
AlphaStar Capital Management, LLC
UNCHANGED5,4545,45400%$408.5K$384.6K-$23.9K2026-10-16
Trust Co of Oklahoma
UNCHANGED5,4255,42500%$406.3K$382.5K-$23.8K2026-10-15
Investment Partners, Ltd.
INCREASED5,3914,924+467+9%$368.8K$380.1K+$11.3K2026-10-29
US Bancorp \de\
DECREASED5,3265,761-435-8%$431.5K$375.5K-$56.0K2026-11-05
Assetmark, Inc
INCREASED5,1193,540+1,579+45%$265.1K$360.9K+$95.8K2026-10-21
Headland Capital, LLC
INCREASED5,0595,056+3+0%$378.7K$356.7K-$22.0K2026-11-06
Apella Capital, LLC
INCREASED5,0024,837+165+3%$372.1K$356.2K-$15.8K2026-10-08
Axxcess Wealth Management, LLC
DECREASED4,9816,879-1,898-28%$515.2K$351.2K-$164.0K2026-10-21
Valpey Financial Services, LLC
INCREASED4,9504,922+28+1%$368.6K$349.0K-$19.6K2026-10-30
Meridian Investment Counsel Inc.
UNCHANGED4,9484,94800%$370.6K$348.9K-$21.7K2026-10-14
HCR Wealth Advisors
UNCHANGED4,8924,89200%$366.5K$345.0K-$21.5K2026-10-15
Mccarter Private Wealth Services LLC
UNCHANGED4,8874,88700%$366.0K$344.6K-$21.5K2026-10-22
Wesbanco Bank Inc
UNCHANGED4,8864,88600%$366.0K$344.5K-$21.5K2026-11-04
Gen-Wealth Partners Inc
UNCHANGED4,8764,87600%$365.2K$343.8K-$21.4K2026-11-04
Steinberganna Wealth Management
DECREASED4,8334,857-240%$363.8K$340.8K-$23.0K2026-10-23
Good Harbor Advisors, Inc.
UNCHANGED4,7994,79900%$359.4K$338.4K-$21.1K2026-10-20
TrueWealth Advisors, LLC
INCREASED4,7364,731+5+0%$354.4K$333.9K-$20.4K2026-10-09
Meridian Financial Partners LLC
INCREASED4,7084,431+277+6%$340.9K$347.0K+$6.1K2026-10-23
Tlwm
UNCHANGED4,6914,69100%$351.4K$330.8K-$20.6K2026-10-09
Cross Staff Investments Inc
INCREASED4,6744,670+4+0%$349.8K$329.6K-$20.2K2026-10-22
Arkansas Financial Group, Inc.
UNCHANGED4,6684,66800%$349.6K$329.1K-$20.5K2026-10-26
Pinnacle Associates LTD
INCREASED4,6574,656+1+0%$348.7K$328.4K-$20.4K2026-10-20
Jacobi Capital Management LLC
DECREASED4,6534,682-29-1%$350.7K$328.1K-$22.6K2026-11-05
Atticus Wealth Management, LLC
DECREASED4,6235,326-703-13%$398.9K$326.0K-$72.9K2026-10-20
Curated Wealth Partners LLC
DECREASED4,5705,235-665-13%$392.1K$322.2K-$69.9K2026-10-15
Basso Capital Management, L.P.
INCREASED4,4593,559+900+25%$266.6K$314.4K+$47.8K2026-10-30
Hazlett, Burt & Watson, Inc.
INCREASED4,4294,424+5+0%$331.0K$312.0K-$19.0K2026-11-04
Pinnacle Wealth Planning Services, Inc.
INCREASED4,4192,061+2,358+114%$154.4K$311.6K+$157.2K2026-10-27
Private Advisory Group LLC
NEW4,333—+4,333——$305.6K—2026-11-06
KW Wealth Management LLC
NEW4,255—+4,255——$300.0K—2026-10-28
Beacon Financial Advisory LLC
UNCHANGED4,2454,24500%$317.9K$299.3K-$18.6K2026-10-16
Walkner Condon Financial Advisors LLC
NEW4,141—+4,141——$292.0K—2026-11-02
Signature Estate & Investment Advisors LLC
INCREASED4,1023,981+121+3%$298.2K$289.2K-$9.0K2026-10-13
First Heartland Consultants, Inc.
INCREASED4,0984,056+42+1%$303.8K$289.0K-$14.8K2026-10-08
SeaCrest Wealth Management, LLC
INCREASED4,0953,777+318+8%$282.9K$288.7K+$5.8K2026-10-21
Partners Wealth Management, LLC
NEW4,087—+4,087——$288.2K—2026-10-28
Compass Financial Group, Inc
INCREASED4,0774,054+23+1%$303.6K$287.5K-$16.2K2026-10-13
Wedbush Securities Inc
DECREASED4,0617,306-3,245-44%$547.0K$286-$546.7K2026-10-22
Centurion Wealth Management LLC
UNCHANGED4,0574,05700%$303.9K$286.1K-$17.8K2026-10-13
Visionary Wealth Advisors
INCREASED4,0423,471+571+16%$260.0K$285.0K+$25.1K2026-11-04
ARS Wealth Advisors Group, LLC
INCREASED3,9143,894+20+1%$291.7K$276.0K-$15.7K2026-10-16
Xponance LLC
DECREASED3,8975,760-1,863-32%$431.4K$274.8K-$156.6K2026-11-03
CRA Financial Services, LLC
UNCHANGED3,8953,89500%$291.8K$274.7K-$17.1K2026-10-16
Index Fund Advisors, Inc.
INCREASED3,8833,860+23+1%$289.1K$273.8K-$15.4K2026-11-05
Tcfg Investment Advisors, LLC
INCREASED3,7493,747+2+0%$281.5K$264.4K-$17.0K2026-10-20
Csenge Advisory Group
INCREASED3,7323,722+10+0%$278.8K$263.1K-$15.7K2026-11-04
Valmark Advisers, Inc.
DECREASED3,7313,857-126-3%$288.9K$263.1K-$25.8K2026-11-06
Ritholtz Wealth Management
UNCHANGED3,7113,71100%$278.0K$261.7K-$16.3K2026-11-05
First Command Advisory Services, Inc.
DECREASED3,7075,249-1,542-29%$393.2K$261.6K-$131.6K2026-11-05
Roman Butler Fullerton & Co
INCREASED3,6903,680+10+0%$281.2K$271.5K-$9.7K2026-10-27
Falcon Wealth Planning
UNCHANGED3,6393,63900%$272.6K$256.6K-$16.0K2026-11-06
Meitav Investment House LTD
NEW3,612—+3,612——$254.0K—2026-10-28
Smith Thornton Advisors LLC
UNCHANGED3,6123,61200%$276.0K$254.7K-$21.3K2026-10-16
Smith Salley Wealth Management
UNCHANGED3,6043,60400%$269.9K$254.1K-$15.8K2026-11-03
Winebrenner Capital Management LLC
INCREASED3,5803,572+8+0%$267.6K$252.5K-$15.1K2026-10-07
Fiduciary Financial Group, LLC
UNCHANGED3,5753,57500%$267.8K$252.1K-$15.7K2026-10-13
HBK Sorce Advisory LLC
INCREASED3,5663,066+500+16%$234.0K$276.7K+$42.7K2026-11-06
HUB Investment Partners, LLC
UNCHANGED3,5453,54500%$265.5K$250.0K-$15.6K2026-11-03
AlphaCore Capital LLC
INCREASED3,5443,438+106+3%$257.5K$249.9K-$7.6K2026-11-04
Equity Wealth Partners, LLC
INCREASED3,5143,513+1+0%$263.1K$247.8K-$15.3K2026-10-26
NBT Bank, N.A.
UNCHANGED3,4933,49300%$261.6K$246.3K-$15.3K2026-10-21
Bryn Mawr Trust Advisors, LLC
DECREASED3,4813,569-88-2%$267.3K$245.5K-$21.9K2026-11-04
Kestra Private Wealth Services, LLC
DECREASED3,4725,325-1,853-35%$398.8K$244.8K-$154.1K2026-11-06
Woodside Wealth Management LLC
DECREASED3,3733,468-95-3%$259.8K$237.8K-$21.9K2026-10-16
Riggs Asset Managment Co. Inc.
UNCHANGED3,3553,35500%$251.3K$236.6K-$14.7K2026-11-05
Fiscal Wisdom Wealth Management, LLC
UNCHANGED3,2973,29700%$246.9K$232.5K-$14.5K2026-10-16
Opulen Financial Group LLC
INCREASED3,2833,264+19+1%$244.5K$231.5K-$13.0K2026-10-22
Essex Bank
UNCHANGED3,2763,27600%$245.4K$231.0K-$14.4K2026-10-16
Ring Mountain Capital, LLC
INCREASED3,2752,924+351+12%$219.0K$230.9K+$11.9K2026-10-13
Wealthcare Capital Partners, LLC
INCREASED3,2733,263+10+0%$244.4K$230.8K-$13.6K2026-10-21
Stackstone Wealth, LLC
NEW3,272—+3,272——$230.7K—2026-10-19
Investment Partners Asset Management, Inc.
UNCHANGED3,2533,25300%$243.7K$229.4K-$14.3K2026-10-09
Patten Group, Inc.
NEW3,186—+3,186——$224.6K—2026-10-26
Diversified Trust Co
UNCHANGED3,1733,17300%$237.7K$223.7K-$13.9K2026-11-06
James J. Burns & Company, LLC
UNCHANGED3,1683,16800%$237.3K$223.4K-$13.9K2026-10-22
Signal Advisors Wealth, LLC
DECREASED3,1663,255-89-3%$243.8K$223.2K-$20.6K2026-10-13
Hurley Capital, LLC
DECREASED3,1463,206-60-2%$240.1K$221.9K-$18.2K2026-11-05
Merkkuri Wealth Advisors LLC
DECREASED3,1344,916-1,782-36%$368.2K$221.0K-$147.2K2026-11-03
International Assets Investment Management, LLC
DECREASED3,1223,148-26-1%$236.9K$220.5K-$16.4K2026-11-02
CX Institutional
INCREASED3,1223,107+15+0%$233$220-$132026-10-02
Cyndeo Wealth Partners, LLC
DECREASED3,1133,487-374-11%$261.1K$219.5K-$41.6K2026-10-16
Emergent Wealth Advisors, LLC
INCREASED3,0823,067+15+0%$229.7K$217.3K-$12.4K2026-10-09
Opus Financial Solutions LLC
INCREASED3,0823,067+15+0%$229.7K$217.3K-$12.4K2026-11-06
Goldstein Advisors, LLC
DECREASED3,0733,264-191-6%$244.5K$216.7K-$27.8K2026-10-15
Fragasso Financial Advisors Inc
INCREASED3,0613,043+18+1%$228.0K$220.8K-$7.1K2026-10-13
Parkside Financial Bank & Trust
DECREASED3,0073,121-114-4%$233.8K$212.0K-$21.7K2026-10-27
Balboa Wealth Partners
UNCHANGED3,0003,00000%$224.7K$211.5K-$13.2K2026-10-20
Gamma Investing LLC
INCREASED2,9292,907+22+1%$217.7K$206.5K-$11.2K2026-10-08
Carlson Financial, Inc.
INCREASED2,9222,910+12+0%$218.0K$206.0K-$12.0K2026-11-05
Detalus Advisors, LLC
DECREASED2,8973,094-197-6%$231.7K$204.3K-$27.5K2026-10-15
Westco Advisory Services Inc
UNCHANGED2,8752,87500%$215.3K$202.7K-$12.6K2026-10-14
Ullmann Wealth Partners Group, LLC
UNCHANGED2,8742,87400%$215.2K$202.6K-$12.6K2026-11-02
True Freedom Investing, LLC
UNCHANGED2,8712,87100%$210.0K$202.4K-$7.6K2026-10-29
Pinkerton Wealth, LLC
UNCHANGED2,8712,87100%$210.0K$202.4K-$7.6K2026-10-29
Heritage Family Offices, LLP
DECREASED2,8453,249-404-12%$243.4K$200.6K-$42.8K2026-11-02
Wilmington Savings Fund Society, FSB
DECREASED2,8253,309-484-15%$247.8K$199.2K-$48.7K2026-10-23
Lodestone Wealth Management LLC
INCREASED2,8112,780+31+1%$208.2K$198.2K-$10.0K2026-10-14
Larson Financial Group LLC
DECREASED2,7812,836-55-2%$212.4K$196.1K-$16.3K2026-11-05
Balance Wealth Partners LLC
DECREASED2,7013,561-860-24%$266.7K$190.4K-$76.3K2026-10-27
Cullen T Bankers, Inc.
INCREASED2,600199+2,401+1207%$14.9K$183.4K+$168.4K2026-10-28
Golden State Wealth Management, LLC
DECREASED2,5153,348-833-25%$250.8K$177.4K-$73.5K2026-11-02
Archer Investment Corp
UNCHANGED2,2032,20300%$165.0K$155.3K-$9.7K2026-11-05
Triumph Capital Management
UNCHANGED2,1042,10400%$157.6K$148.4K-$9.2K2026-10-14
Main Street Group, LTD
INCREASED2,0972,054+43+2%$153.8K$147.8K-$6.0K2026-10-28
Compass Financial Management LLC
DECREASED1,7391,956-217-11%$146.7K$122.6K-$24.1K2026-10-30
Root Financial Partners, LLC
NEW1,591—+1,591——$112.2K—2026-10-21
Hughes Financial Services, LLC
UNCHANGED1,5691,56900%$117.5K$119.7K+$2.2K2026-10-30
Allspring Global Investments Holdings, LLC
UNCHANGED1,5641,56400%$119.1K$110.7K-$8.4K2026-11-04
Russell Investments Group, Ltd.
INCREASED1,416340+1,076+316%$25.5K$99.8K+$74.3K2026-11-06
CoreCap Advisors, LLC
UNCHANGED1,3721,37200%$102.8K$96.8K-$6.0K2026-10-08
EverSource Wealth Advisors, LLC
UNCHANGED1,3561,35600%$101.6K$95.6K-$6.0K2026-11-04
Salomon & Ludwin, LLC
DECREASED1,2201,279-59-5%$96.2K$86.0K-$10.2K2026-10-29
Silver Grove Financial Group, Inc.
INCREASED1,1251,119+6+1%$83.8K$79.4K-$4.5K2026-11-05
Center for Financial Planning, Inc.
NEW1,100—+1,100——$77.6K—2026-10-26
United Community Bank
UNCHANGED1,0201,02000%$76.4K$71.9K-$4.5K2026-10-28
Physician Wealth Advisors, Inc.
UNCHANGED1,0201,02000%$76.4K$71.9K-$4.5K2026-10-20
Valley National Advisers Inc
INCREASED1,0011,000+1+0%$74.9K$70.6K-$4.3K2026-10-23
North Point Portfolio Managers Corp
NEW1,000—+1,000——$70.5K—2026-10-07
Zions Bancorporation, National Association
UNCHANGED1,0001,00000%$74.9K$70.5K-$4.4K2026-11-06
Plante Moran Financial Advisors, LLC
INCREASED953671+282+42%$50.3K$67.2K+$16.9K2026-11-04
Cassaday & Co Wealth Management LLC
UNCHANGED92392300%$69.1K$65.1K-$4.1K2026-10-27
Ashton Thomas Securities, LLC
UNCHANGED90590500%$67.8K$63.8K-$4.0K2026-10-26
WPG Advisers, LLC
UNCHANGED89989900%$67.3K$63.4K-$3.9K2026-10-27
Kingdom Financial Group Llc.
INCREASED856636+220+35%$47.6K$60.4K+$12.7K2026-11-04
Financially Speaking Inc
UNCHANGED82682600%$60.4K$58.2K-$2.2K2026-11-05
Luken Investment Analytics, LLC
NEW800—+800——$56.4K—2026-11-06
Maseco LLP
UNCHANGED77577500%$58.0K$54.6K-$3.4K2026-10-27
Latitude Advisors, LLC
NEW725—+725——$51.1K—2026-10-27
Spire Wealth Management
DECREASED6912,124-1,433-67%$159.1K$48.7K-$110.4K2026-10-30
Costello Asset Management, Inc
UNCHANGED67967900%$50.8K$47.9K-$3.0K2026-10-30
Signaturefd, LLC
DECREASED664667-30%$49.9K$46.8K-$3.1K2026-10-23
Abound Wealth Management
NEW659—+659——$46.5K—2026-10-26
Roxbury Financial LLC
INCREASED645643+2+0%$48.2K$45.5K-$2.7K2026-10-01
Realta Investment Advisors
DECREASED594600-6-1%$44.9K$41.9K-$3.0K2026-10-14
IMG Wealth Management, Inc.
UNCHANGED58258200%$43.6K$41.0K-$2.5K2026-10-27
Buck Wealth Strategies, LLC
DECREASED561566-5-1%$42.4K$39.6K-$2.8K2026-10-28
Tsfg, LLC
UNCHANGED50050000%$37$35-$22026-10-23
Flagship Wealth Advisors, LLC
UNCHANGED45245200%$33.9K$31.9K-$2.0K2026-11-03
Provenance Wealth Advisors, LLC
UNCHANGED44944900%$33.6K$31.7K-$2.0K2026-10-30
Jnba Financial Advisors
DECREASED414742-328-44%$55.6K$29.2K-$26.4K2026-11-03
Bangor Savings Bank
UNCHANGED40440400%$30.3K$28.5K-$1.8K2026-10-06
Wagner Wealth Management, LLC
DECREASED377435-58-13%$32.6K$26.6K-$6.0K2026-10-21
Hoey Investments, Inc
NEW283—+283——$20.0K—2026-10-29
Ascentis Wealth Management, LLC
INCREASED270248+22+9%$18.6K$19.0K+$4622026-11-03
IAG Wealth Partners, LLC
UNCHANGED26026000%$19.5K$18.3K-$1.1K2026-11-06
Ulland Investment Advisors, LLC
DECREASED225425-200-47%$32$16-$162026-10-13
Gables Capital Management Inc.
UNCHANGED20620600%$15.4K$14.5K-$9042026-11-04
Brown, Lisle Ings, Inc.
UNCHANGED20320300%$15.2K$14.3K-$8912026-10-16
Entrust Financial LLC
NEW200—+200——$14.1K—2026-11-04
Nvwm, LLC
UNCHANGED19519500%$14.6K$13.7K-$8572026-10-14
Quaker Wealth Management, LLC
UNCHANGED18018000%$13.5K$12.7K-$7902026-10-22
Vima LLC
UNCHANGED17817800%$13.3K$12.6K-$7812026-10-23
Next Level Wealth Planning, LLC
NEW174—+174——$12.3K—2026-10-29
North Star Investment Management Corp.
UNCHANGED16916900%$12.7K$11.9K-$7422026-10-27
Thompson Investment Management, Inc.
INCREASED166165+1+1%$12.4K$11.7K-$6572026-10-14
Cape Investment Advisory, Inc.
UNCHANGED16116100%$12.1K$11.4K-$7072026-10-13
Rossby Financial, LCC
UNCHANGED15715700%$11.8K$11.1K-$6892026-11-05
Downshift Financial, LLC
UNCHANGED13813800%$10.3K$9.7K-$6062026-10-13
Goodman Advisory Group, LLC
NEW126—+126——$8.9K—2026-11-02
Birchwood Financial Partners, Inc.
INCREASED117116+1+1%$8.7K$8.2K-$4622026-11-02
Highline Wealth Partners LLC
INCREASED114113+1+1%$8.5K$8.0K-$4702026-10-19
Harbor Investment Advisory, LLC
UNCHANGED10610600%$7.9K$7.5K-$4652026-10-13
DiNuzzo Private Wealth, Inc.
UNCHANGED10010000%$7.5K$7.1K-$4392026-10-16
Networth Advisors, LLC
NEW83—+83——$5.9K—2026-11-03
Wealth Enhancement Trust Services, Inc.
UNCHANGED797900%$5.9K$5.6K-$3472026-10-07
Transce3nd, LLC
NEW64—+64——$4.8K—2026-10-26
Key FInancial Inc
UNCHANGED646400%$4.8K$4.5K-$2812026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED60285-225-79%$21.3K$4.2K-$17.1K2026-10-14
Signature Resources Capital Management, LLC
UNCHANGED606000%$4.5K$4.2K-$2632026-10-16
Lloyd Advisory Services, Llc.
INCREASED5346+7+15%$3.5K$3.7K+$2402026-11-02
Nemes Rush Group LLC
UNCHANGED494900%$3.7K$3.5K-$2152026-11-04
Virginia Estate & Retirement Planning Advisors Inc.
NEW39—+39——$2.8K—2026-10-14
Peterson Wealth Management
UNCHANGED333300%$2.5K$2.4K-$1322026-11-06
Burk Holdings LLC
UNCHANGED323200%$2.4K$2.2K-$1392026-11-05
Trust Co
DECREASED2065-45-69%$4.9K$1.4K-$3.5K2026-10-09
Markowski Investments
UNCHANGED202000%$1.5K$1.4K-$882026-10-30
Clearstead Advisors, LLC
UNCHANGED191900%$1.4K$1.3K-$742026-11-06
Rosenberg Matthew Hamilton
UNCHANGED3300%$225$212-$132026-10-05
Scarborough Advisors, LLC
CLOSED0288,651-288,651-100%$21.5M$0-$21.5M2026-10-16
Tennessee Valley Asset Management Partners
CLOSED037,864-37,864-100%$2.8M$0-$2.8M2026-11-03
Y-Intercept (Hong Kong) Ltd
CLOSED028,272-28,272-100%$2.1M$0-$2.1M2026-10-16
Advisor Resource Council
CLOSED08,227-8,227-100%$626.3K$0-$626.3K2026-11-05
Compass Financial Group, Inc. (Ohio)
CLOSED05,063-5,063-100%$379.2K$0-$379.2K2026-10-19
Galvin, Gaustad & Stein, LLC
CLOSED03,670-3,670-100%$274.9K$0-$274.9K2026-10-08
Fogel Capital Management, Inc.
CLOSED03,650-3,650-100%$273.4K$0-$273.4K2026-11-04
Pacific Excel Wealth Advisors, Inc.
CLOSED03,249-3,249-100%$243.4K$0-$243.4K2026-10-27
Meriwether Wealth & Planning, LLC
CLOSED03,000-3,000-100%$224.7K$0-$224.7K2026-10-13
Diversified Enterprises, LLC
CLOSED02,899-2,899-100%$217.1K$0-$217.1K2026-10-19
LVZ, Inc.
CLOSED02,793-2,793-100%$209.2K$0-$209.2K2026-10-20
Weaver Consulting Group
CLOSED02,762-2,762-100%$206.9K$0-$206.9K2026-10-07
Lionshead Wealth Management, LLC
CLOSED02,760-2,760-100%$206.8K$0-$206.8K2026-10-21
SWS Partners
CLOSED02,758-2,758-100%$206.6K$0-$206.6K2026-10-26
Providence First Trust Co
CLOSED02,753-2,753-100%$206.2K$0-$206.2K2026-11-02
MFA Wealth Services
CLOSED02,740-2,740-100%$205.2K$0-$205.2K2026-10-14
WealthTrust Asset Management, LLC
CLOSED02,728-2,728-100%$204.3K$0-$204.3K2026-10-22
D.B. Root & Company, LLC
CLOSED02,715-2,715-100%$203.3K$0-$203.3K2026-11-04
Conrad Siegel Investment Advisors, Inc.
CLOSED02,713-2,713-100%$203.2K$0-$203.2K2026-10-08
Carnegie Investment Counsel
CLOSED02,707-2,707-100%$202.8K$0-$202.8K2026-10-20
Stephen J. Garry & Associates, LLC
CLOSED02,697-2,697-100%$202.0K$0-$202.0K2026-11-05
SFG Wealth Management, Llc.
CLOSED02,692-2,692-100%$201.6K$0-$201.6K2026-10-23
Procyon Advisors, LLC
CLOSED02,671-2,671-100%$200.1K$0-$200.1K2026-10-21
Provident Wealth Management, LLC
CLOSED02,106-2,106-100%$157.7K$0-$157.7K2026-10-20
AdvisorNet Financial, Inc
CLOSED01,454-1,454-100%$108.9K$0-$108.9K2026-10-15
Founders Capital Management
CLOSED01,245-1,245-100%$93.3K$0-$93.3K2026-10-13
Institute for Wealth Management, Llc.
CLOSED0699-699-100%$52.3K$0-$52.3K2026-11-06
Investment Research & Advisory Group, Inc.
CLOSED0691-691-100%$51.8K$0-$51.8K2026-10-19
Solstein Capital, LLC
CLOSED0524-524-100%$39.2K$0-$39.2K2026-11-02
Wellington Grp LLC
CLOSED0371-371-100%$27.1K$0-$27.1K2026-11-06
Westside Investment Management, Inc.
CLOSED0293-293-100%$21.9K$0-$21.9K2026-11-02
Gill Capital Partners, LLC
CLOSED0223-223-100%$16.7K$0-$16.7K2026-10-13
MCF Advisors LLC
CLOSED0140-140-100%$10.5K$0-$10.5K2026-10-28
Reyes Financial Architecture, Inc.
CLOSED0113-113-100%$8.5K$0-$8.5K2026-10-22
Reicon Wealth Advisors, LLC
CLOSED0105-105-100%$7.9K$0-$7.9K2026-11-04
Vermillion Wealth Management, Inc.
CLOSED059-59-100%$4.4K$0-$4.4K2026-10-26
RHL Group, LLC
CLOSED035-35-100%$2.1K$0-$2.1K2026-11-04
Prairie Wealth Advisors, Inc.
UNCHANGED000—$514.2K$490.8K-$23.4K2026-10-29
Bank of America Corp
N/A—6,966,141-6,966,141-100%$521.8M———
Morgan Stanley
N/A—4,943,390-4,943,390-100%$370.3M———
FMR LLC
N/A—2,186,519-2,186,519-100%$163.8M———
Royal Bank of Canada
N/A—1,839,172-1,839,172-100%$137.8M———
Two Sigma Investments, LP
N/A—1,536,900-1,536,900-100%$115.1M———
Wells Fargo & Company
N/A—1,396,456-1,396,456-100%$104.6M———
Picton Mahoney Asset Management
N/A—1,254,188-1,254,188-100%$93.9M———
Ameriprise Financial Inc
N/A—1,240,133-1,240,133-100%$92.9M———
Raymond James Financial Inc
N/A—1,121,670-1,121,670-100%$84.0M———
CI Investments Inc.
N/A—1,058,154-1,058,154-100%$79.3M———
UBS Group AG
N/A—949,892-949,892-100%$71.1M———
Osaic Holdings, Inc.
N/A—740,238-740,238-100%$55.5M———
Qube Research & Technologies Ltd
N/A—617,466-617,466-100%$46.2M———
Envestnet Asset Management Inc
N/A—608,840-608,840-100%$45.6M———
Cetera Investment Advisers
N/A—519,513-519,513-100%$38.9M———
JPMorgan Chase & Co
N/A—500,430-500,430-100%$37.8M———
Private Advisor Group, LLC
N/A—480,267-480,267-100%$36.0M———
Painted Porch Advisors LLC
N/A—323,825-323,825-100%$24.3M———
Jones Financial Companies Lllp
N/A—309,928-309,928-100%$23.5M———
Janney Montgomery Scott LLC
N/A—303,836-303,836-100%$22.8M———
Cambria Investment Management, L.P.
N/A—297,416-297,416-100%$22.3M———
Empowered Funds, LLC
N/A—297,416-297,416-100%$22.3M———
Hantz Financial Services, Inc.
N/A—280,102-280,102-100%$21.0M———
Mercer Global Advisors Inc
N/A—270,128-270,128-100%$20.2M———
Stifel Financial Corp
N/A—256,200-256,200-100%$19.2M———
SEI Investments Co
N/A—239,390-239,390-100%$17.9M———
Goldman Sachs Group Inc
N/A—233,427-233,427-100%$17.5M———
Dynasty Wealth Management, LLC
N/A—225,564-225,564-100%$16.9M———
Diametric Capital, LP
N/A—225,231-225,231-100%$16.9M———
Arax Advisory Partners
N/A—220,966-220,966-100%$16.6M———
Equitable Holdings, Inc.
N/A—216,756-216,756-100%$16.2M———
Commerce Bank
N/A—193,882-193,882-100%$14.5M———
Northwestern Mutual Wealth Management Co
N/A—187,615-187,615-100%$14.1M———
HSBC Holdings PLC
N/A—185,854-185,854-100%$14.1M———
Geneos Wealth Management Inc.
N/A—181,182-181,182-100%$13.6M———
Jump Financial, LLC
N/A—170,504-170,504-100%$12.8M———
EP Wealth Advisors, LLC
N/A—162,597-162,597-100%$12.2M———
NewEdge Advisors, LLC
N/A—157,048-157,048-100%$11.8M———
HighTower Advisors, LLC
N/A—150,704-150,704-100%$11.3M———
MML Investors Services, LLC
N/A—149,779-149,779-100%$11.2M———
MAI Capital Management
N/A—144,495-144,495-100%$10.8M———
Millennium Management LLC
N/A—140,523-140,523-100%$10.5M———
Invesco Ltd.
N/A—134,003-134,003-100%$10.0M———
O'rourke & Company, Inc
N/A—131,930-131,930-100%$9.9M———
Waterloo Capital, L.P.
N/A—113,513-113,513-100%$8.5M———
Rockefeller Capital Management L.P.
N/A—111,868-111,868-100%$8.4M———
Sequoia Financial Advisors, LLC
N/A—101,327-101,327-100%$7.6M———
Jackson, Grant Investment Advisers, Inc.
N/A—100,808-100,808-100%$7.6M———
GTS Securities LLC
N/A—95,221-95,221-100%$7.1M———
Focus Partners Wealth
N/A—91,819-91,819-100%$6.9M———
Petra Financial Advisors Inc
N/A—89,546-89,546-100%$6.7M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—88,300-88,300-100%$6.6M———
Waverly Advisors, LLC
N/A—84,895-84,895-100%$6.4M———
Mariner, LLC
N/A—83,931-83,931-100%$6.3M———
Essex Financial Services, Inc.
N/A—81,890-81,890-100%$6.1M———
Curi Capital, LLC
N/A—79,817-79,817-100%$6.0M———
Arkadios Wealth Advisors
N/A—77,631-77,631-100%$5.8M———
Glenmede Trust Co NA
N/A—72,480-72,480-100%$5.4M———
Blue Door Asset Management, LLC
N/A—70,000-70,000-100%$5.2M———
Captrust Financial Advisors
N/A—65,014-65,014-100%$4.9M———
BNP Paribas Financial Markets
N/A—64,033-64,033-100%$4.8M———
Baird Financial Group, Inc.
N/A—62,979-62,979-100%$4.7M———
Cozad Asset Management Inc
N/A—62,348-62,348-100%$4.7M———
Banque Transatlantique SA
N/A—60,168-60,168-100%$4.5M———
&partners
N/A—58,991-58,991-100%$4.5M———
Mosaic Family Wealth Partners, LLC
N/A—57,217-57,217-100%$4.3M———
CreativeOne Wealth, LLC
N/A—55,222-55,222-100%$4.1M———
Two Sigma Securities, LLC
N/A—53,565-53,565-100%$4.0M———
Steward Partners Investment Advisory, LLC
N/A—52,981-52,981-100%$4.0M———
Sanctuary Advisors, LLC
N/A—52,814-52,814-100%$4.0M———
Tudor Investment Corp ET AL
N/A—50,789-50,789-100%$3.8M———
PFG Investments, LLC
N/A—50,098-50,098-100%$3.8M———
Bank of Montreal
N/A—49,043-49,043-100%$3.7M———
Beacon Pointe Advisors, LLC
N/A—46,467-46,467-100%$3.5M———
Western Wealth Management, LLC
N/A—46,451-46,451-100%$3.5M———
Stratos Wealth Partners, Ltd.
N/A—45,276-45,276-100%$3.4M———
Donaldson Capital Management, LLC
N/A—44,147-44,147-100%$3.3M———
Garden State Investment Advisory Services LLC
N/A—41,684-41,684-100%$3.1M———
Quantitative Investment Management, LLC
N/A—41,231-41,231-100%$3.1M———
Sovereign Investment Advisors, LLC
N/A—40,458-40,458-100%$3.0M———
Cerity Partners LLC
N/A—39,635-39,635-100%$3.0M———
Global Retirement Partners, LLC
N/A—37,040-37,040-100%$2.8M———
WFA of San Diego, LLC
N/A—35,706-35,706-100%$2.7M———
Scotia Capital Inc.
N/A—35,524-35,524-100%$2.7M———
Hansen & Associates Financial Group, Inc.
N/A—34,871-34,871-100%$2.7M———
Tradition Wealth Management, LLC
N/A—33,451-33,451-100%$2.5M———
Tower Research Capital LLC (TRC)
N/A—32,702-32,702-100%$2.4M———
Prosperity Consulting Group, LLC
N/A—32,419-32,419-100%$2.4M———
Transamerica Financial Advisors, LLC
N/A—30,570-30,570-100%$2.3M———
AE Wealth Management LLC
N/A—30,156-30,156-100%$2.3M———
AQR Capital Management LLC
N/A—29,527-29,527-100%$2.2M———
Jaffetilchin Investment Partners, LLC
N/A—29,418-29,418-100%$2.2M———
IFG Advisory, LLC
N/A—29,379-29,379-100%$2.2M———
Avant Capital LLC
N/A—29,057-29,057-100%$2.2M———
Cofg Advisors, LLC
N/A—28,905-28,905-100%$2.2M———
Verition Fund Management LLC
N/A—28,900-28,900-100%$2.2M———
Matters Capital LLC
N/A—28,371-28,371-100%$2.1M———
Flow Traders U.S. LLC
N/A—28,156-28,156-100%$2.1M———
WCG Wealth Advisors LLC
N/A—27,791-27,791-100%$2.1M———
United Capital Financial Advisors, LLC
N/A—26,826-26,826-100%$2.0M———
Ausdal Financial Partners, Inc.
N/A—26,516-26,516-100%$2.0M———
Smartleaf Asset Management LLC
N/A—26,423-26,423-100%$2.0M———
BlackRock, Inc.
N/A—24,957-24,957-100%$1.9M———
Blair William & Co
N/A—24,562-24,562-100%$1.8M———
Old North State Trust, LLC
N/A—24,111-24,111-100%$1.8M———
Harbour Investments, Inc.
N/A—23,883-23,883-100%$1.8M———
Thoroughbred Financial Services, LLC
N/A—22,868-22,868-100%$1.7M———
Johnson Investment Counsel Inc
N/A—21,537-21,537-100%$1.6M———
Advisory Services Network, LLC
N/A—21,091-21,091-100%$1.6M———
Wealthspire Retirement, LLC
N/A—20,133-20,133-100%$1.5M———
Intesa Sanpaolo S.p.A.
N/A—20,000-20,000-100%$1.5M———
Quantinno Capital Management LP
N/A—19,978-19,978-100%$1.5M———
Troutman Wealth Management, LLC
N/A—19,562-19,562-100%$1.5M———
Integrated Wealth Concepts LLC
N/A—18,752-18,752-100%$1.4M———
Stephens Inc
N/A—18,286-18,286-100%$1.4M———
Laraway Financial Advisors Inc
N/A—17,953-17,953-100%$1.3M———
Prelude Capital Management, LLC
N/A—16,687-16,687-100%$1.2M———
Nuveen, LLC
N/A—16,314-16,314-100%$1.2M———
MidFirst Bank
N/A—15,980-15,980-100%$1.2M———
SageView Advisory Group, LLC
N/A—15,815-15,815-100%$1.2M———
Gotham Asset Management, LLC
N/A—15,518-15,518-100%$1.2M———
SouthState Bank Corp
N/A—15,410-15,410-100%$1.2M———
Medallion Wealth Advisors, LLC
N/A—14,914-14,914-100%$2.3M———
Aptus Capital Advisors, LLC
N/A—14,683-14,683-100%$1.1M———
Wealthspire Advisors, LLC
N/A—14,332-14,332-100%$1.1M———
Kingsview Wealth Management, LLC
N/A—13,895-13,895-100%$1.0M———
JTC Employer Solutions Trustee Ltd
N/A—13,000-13,000-100%$974.0K———
Northwest & Ethical Investments L.P.
N/A—12,892-12,892-100%$974.5K———
PMG Wealth Management, Inc.
N/A—12,824-12,824-100%$960.5K———
Hilltop Holdings Inc.
N/A—12,783-12,783-100%$957.4K———
Ancora Advisors LLCA
N/A—12,609-12,609-100%$944.4K———
Arrowroot Family Office, LLC
N/A—12,552-12,552-100%$940.1K———
Wellington-Altus USA Inc.
N/A—12,464-12,464-100%$911.6K———
Kovack Advisors, Inc.
N/A—12,460-12,460-100%$937.3K———
Cresset Asset Management, LLC
N/A—12,369-12,369-100%$926.4K———
Perennial Investment Advisors, LLC
N/A—12,211-12,211-100%$914.6K———
Summit Trail Advisors, LLC
N/A—12,104-12,104-100%$906.6K———
Round Rock Advisors LLC
N/A—12,103-12,103-100%$906.5K———
OneDigital Investment Advisors LLC
N/A—11,973-11,973-100%$896.8K———
Pinnacle Financial Partners, Inc.
N/A—11,868-11,868-100%$888.9K———
Pathstone Holdings, LLC
N/A—11,573-11,573-100%$866.8K———
BTG Pactual Asset Management US LLC
N/A—11,345-11,345-100%$849.7K———
IHT Wealth Management, LLC
N/A—11,258-11,258-100%$843.2K———
NorthRock Partners, LLC
N/A—11,235-11,235-100%$841.5K———
Savvy Advisors, Inc.
N/A—11,186-11,186-100%$837.8K———
Ameritas Advisory Services, LLC
N/A—11,146-11,146-100%$834.8K———
Whittier Trust Co
N/A—10,800-10,800-100%$822.6K———
Citadel Advisors LLC
N/A—10,593-10,593-100%$793.4K———
Allred Capital Management, LLC
N/A—10,283-10,283-100%$771.1K———
Capital Advisors Inc
N/A—10,122-10,122-100%$758.1K———
Bartlett & Co. Wealth Management LLC
N/A—10,120-10,120-100%$758.0K———
Sequent Planning LLC
N/A—10,088-10,088-100%$755.6K———
Snowden Capital Advisors LLC
N/A—10,020-10,020-100%$750.5K———
Viawealth, LLC
N/A—10,007-10,007-100%$749.5K———
Wood Tarver Financial Group, LLC
N/A—9,914-9,914-100%$742.0K———
UBS Asset Management Americas LLC
N/A—9,904-9,904-100%$741.8K———
Regal Investment Advisors LLC
N/A—9,877-9,877-100%$739.8K———
Summit Financial, LLC
N/A—9,867-9,867-100%$739.1K———
Synergy Investment Management, LLC
N/A—9,777-9,777-100%$732.3K———
Brookwood Investment Group LLC
N/A—9,529-9,529-100%$713.7K———
Westbourne Investments, Inc.
N/A—9,487-9,487-100%$710.6K———
Red Door Wealth Management, LLC
N/A—9,207-9,207-100%$689.6K———
Advisory Alpha, LLC
N/A—8,973-8,973-100%$672.2K———
Gateway Wealth Partners, LLC
N/A—8,586-8,586-100%$643.1K———
Runnymede Capital Advisors, Inc.
N/A—8,542-8,542-100%$639.8K———
Belpointe Asset Management LLC
N/A—8,403-8,403-100%$629.4K———
EWA, LLC
N/A—8,157-8,157-100%$611.0K———
Keystone Financial Group
N/A—8,138-8,138-100%$609.5K———
Rothschild Investment LLC
N/A—8,044-8,044-100%$602.5K———
Moneta Group Investment Advisors LLC
N/A—8,001-8,001-100%$599.3K———
Brown Advisory Inc
N/A—7,992-7,992-100%$598.6K———
Squarepoint Ops LLC
N/A—7,987-7,987-100%$598.2K———
Intrepid Financial Planning Group LLC
N/A—7,982-7,982-100%$597.9K———
Panoramic Investment Advisors, LLC
N/A—7,964-7,964-100%$596.5K———
Faithward Advisors, LLC
N/A—7,938-7,938-100%$594.5K———
Mission Creek Capital Partners, Inc.
N/A—7,901-7,901-100%$591.8K———
Persistent Asset Partners Ltd
N/A—7,680-7,680-100%$575.2K———
Modern Wealth Management, LLC
N/A—7,579-7,579-100%$567.7K———
Hyundai Investments Co., Ltd.
N/A—7,455-7,455-100%$563.5K———
O'shaughnessy Asset Management, LLC
N/A—7,263-7,263-100%$544.0K———
CFO4Life Group, LLC
N/A—6,908-6,908-100%$517.4K———
East Coast Asset Management, Llc.
N/A—6,887-6,887-100%$515.9K———
CIBC Bancorp USA Inc.
N/A—6,873-6,873-100%$514.8K———
BFC Planning, Inc.
N/A—6,849-6,849-100%$513.0K———
Oakmont Advisory Group, LLC
N/A—6,836-6,836-100%$512.0K———
Foundations Investment Advisors, LLC
N/A—6,768-6,768-100%$507.0K———
Compass Advisory Group LLC
N/A—6,722-6,722-100%$503.5K———
World Investment Advisors
N/A—6,696-6,696-100%$489.8K———
Guardian Wealth Advisors, LLC / NC
N/A—6,666-6,666-100%$499.3K———
Kintra Wealth, LLC
N/A—6,586-6,586-100%$502.0K———
Lakeridge Wealth Management LLC
N/A—6,384-6,384-100%$478.1K———
Fortress Private Ledger, LLC
N/A—6,346-6,346-100%$475.3K———
Berger Financial Group, Inc
N/A—6,032-6,032-100%$451.8K———
Wealthfront Advisers LLC
N/A—5,864-5,864-100%$439.2K———
HTG Investment Advisors, Inc.
N/A—5,721-5,721-100%$428.5K———
FLP Wealth Management, LLC
N/A—5,691-5,691-100%$426.3K———
IAM Advisory, LLC
N/A—5,689-5,689-100%$426.1K———
Tanglewood Legacy Advisors, LLC
N/A—5,621-5,621-100%$421.0K———
CIBC World Market Inc.
N/A—5,560-5,560-100%$416.4K———
Wealth Management Associates, Inc.
N/A—5,555-5,555-100%$416.1K———
Brown Brothers Harriman & Co
N/A—5,438-5,438-100%$407.3K———
MorganRosel Wealth Management, LLC
N/A—5,433-5,433-100%$406.9K———
Bluespring Wealth Management, LLC
N/A—5,341-5,341-100%$400.1K———
Great Valley Advisor Group, Inc.
N/A—5,270-5,270-100%$394.7K———
First Trust Advisors LP
N/A—5,138-5,138-100%$384.8K———
Edgestream Partners, L.P.
N/A—5,108-5,108-100%$382.6K———
Bravias Capital Group, LLC
N/A—5,024-5,024-100%$376.3K———
Mutual Advisors, LLC
N/A—4,791-4,791-100%$358.9K———
Seneca House Advisors
N/A—4,776-4,776-100%$357.7K———
Castle Wealth Management LLC
N/A—4,630-4,630-100%$346.8K———
Broyhill Asset Management, LLC
N/A—4,500-4,500-100%$337.1K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—4,476-4,476-100%$335.3K———
Astoria Portfolio Advisors Llc.
N/A—4,474-4,474-100%$335.1K———
Compass Capital Corp
N/A—4,380-4,380-100%$331.2K———
OneAscent Wealth Management LLC
N/A—4,325-4,325-100%$323.9K———
Novak & Powell Financial Services, Inc.
N/A—4,270-4,270-100%$319.8K———
Zhang Financial LLC
N/A—4,227-4,227-100%$316.6K———
Atlas Legacy Advisors, LLC
N/A—4,129-4,129-100%$309.3K———
Intellectus Partners, LLC
N/A—4,061-4,061-100%$304.2K———
Financial Engines Advisors L.L.C.
N/A—4,034-4,034-100%$302.1K———
HighPoint Advisor Group LLC
N/A—3,982-3,982-100%$298.2K———
Pacific SUN Financial Corp
N/A—3,916-3,916-100%$293.3K———
PlanVest Financial, Inc
N/A—3,897-3,897-100%$291.9K———
XTX Topco Ltd
N/A—3,881-3,881-100%$290.7K———
Harvest Investment Services, LLC
N/A—3,797-3,797-100%$284.4K———
BSW Wealth Partners
N/A—3,755-3,755-100%$281.2K———
IEQ Capital, LLC
N/A—3,747-3,747-100%$280.6K———
OneAscent Family Office, LLC
N/A—3,736-3,736-100%$279.8K———
First American Trust, FSB
N/A—3,726-3,726-100%$279.1K———
Tyche Wealth Partners LLC
N/A—3,720-3,720-100%$278.6K———
One Capital Management, LLC
N/A—3,685-3,685-100%$269.5K———
Centaurus Financial, Inc.
N/A—3,668-3,668-100%$275.0K———
J. Goldman & Co LP
N/A—3,645-3,645-100%$273.0K———
Evernest Financial Advisors, LLC
N/A—3,547-3,547-100%$265.7K———
Schrum Private Wealth Management LLC
N/A—3,525-3,525-100%$229.6K———
Atlantic Private Wealth, LLC
N/A—3,519-3,519-100%$263.6K———
Manhattan West Asset Management, LLC
N/A—3,500-3,500-100%$262.2K———
HFG Advisors, Inc.
N/A—3,500-3,500-100%$262.2K———
Providence Capital Advisors, LLC
N/A—3,462-3,462-100%$259.3K———
Carr Financial Group Corp
N/A—3,370-3,370-100%$252.4K———
Anchor Investment Management, LLC
N/A—3,354-3,354-100%$251.2K———
Huntington National Bank
N/A—3,313-3,313-100%$248.1K———
Maridea Wealth Management LLC
N/A—3,295-3,295-100%$246.8K———
Stokes Family Office, LLC
N/A—3,281-3,281-100%$245.7K———
Neuberger Berman Group LLC
N/A—3,220-3,220-100%$241.2K———
Northwest Bancshares, Inc.
N/A—3,173-3,173-100%$237.7K———
Federation des caisses Desjardins du Quebec
N/A—3,102-3,102-100%$232.3K———
Spinnaker Trust
N/A—3,050-3,050-100%$228.4K———
Coldstream Capital Management Inc
N/A—3,035-3,035-100%$227.3K———
Cary Street Partners Financial LLC
N/A—3,014-3,014-100%$225.8K———
First Financial Bankshares Inc
N/A—2,982-2,982-100%$223.4K———
Envestnet Portfolio Solutions, Inc.
N/A—2,973-2,973-100%$222.7K———
Stratos Wealth Advisors, LLC
N/A—2,928-2,928-100%$219.3K———
Capital Analysts, LLC
N/A—2,922-2,922-100%$219.0K———
Independent Advisor Alliance
N/A—2,915-2,915-100%$218.4K———
Apriem Advisors
N/A—2,900-2,900-100%$217.2K———
Safeguard Investment Advisory Group, LLC
N/A—2,891-2,891-100%$216.6K———
Sovereign Financial Group, Inc.
N/A—2,792-2,792-100%$209.1K———
Disciplined Investments, LLC
N/A—2,768-2,768-100%$207.3K———
Silver OAK Securities, Incorporated
N/A—2,281-2,281-100%$170.8K———
Glassman Wealth Services
N/A—2,181-2,181-100%$163.4K———
Sumitomo Mitsui Financial Group, Inc.
N/A—2,168-2,168-100%$162.4K———
CVA Family Office, LLC
N/A—2,163-2,163-100%$162.0K———
IMA Advisory Services, Inc.
N/A—2,116-2,116-100%$158.5K———
Allied Private Wealth LLC
N/A—2,095-2,095-100%$159.0K———
Regatta Research & Money Management
N/A—2,066-2,066-100%$154.7K———
Smithfield Trust Co
N/A—2,053-2,053-100%$151———
Caitlin John, LLC
N/A—1,900-1,900-100%$142.3K———
Darwin Wealth Management, LLC
N/A—1,814-1,814-100%$135.9K———
Liberty One Investment Management, LLC
N/A—1,786-1,786-100%$133.8K———
Measured Wealth Private Client Group, LLC
N/A—1,784-1,784-100%$133.6K———
Coppell Advisory Solutions LLC
N/A—1,752-1,752-100%$5.6M———
Front Row Advisors LLC
N/A—1,461-1,461-100%$110.5K———
Rialto Wealth Management, LLC
N/A—1,350-1,350-100%$101.1K———
HM Payson & Co
N/A—1,278-1,278-100%$95.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,275-1,275-100%$95.5K———
Roble, Belko & Company, Inc
N/A—1,230-1,230-100%$92.0K———
Glen Eagle Advisors, LLC
N/A—969-969-100%$72.6K———
Quantbot Technologies LP
N/A—960-960-100%$71.9K———
Tidemark, LLC
N/A—903-903-100%$67.6K———
Pursuit Wealth Strategies, LLC
N/A—880-880-100%$65.9K———
Ameriflex Group, Inc.
N/A—875-875-100%$65.5K———
Vanguard Advisers Inc
N/A—874-874-100%$65.4K———
Mark Sheptoff Financial Planning, LLC
N/A—850-850-100%$63.7K———
Delta Asset Management LLC
N/A—739-739-100%$55.4K———
Basepoint Wealth LLC
N/A—650-650-100%$48.7K———
Nalls Sherbakoff Group, LLC
N/A—600-600-100%$44.9K———
Millstone Evans Group, LLC
N/A—534-534-100%$40.0K———
Edmond de Rothschild Holding S.A.
N/A—520-520-100%$38.9K———
Founders Financial Alliance, LLC
N/A—494-494-100%$37.0K———
HHM Wealth Advisors, LLC
N/A—444-444-100%$33.3K———
Ameritas Investment Partners, Inc.
N/A—405-405-100%$30.3K———
Ogorek Anthony Joseph
N/A—334-334-100%$25.0K———
Graney & King, LLC
N/A—290-290-100%$21.7K———
JDM Financial Group LLC
N/A—249-249-100%$18.7K———
Bernard Wealth Management Corp.
N/A—210-210-100%$15.7K———
Crewe Advisors LLC
N/A—149-149-100%$11.2K———
Chelsea Counsel Co
N/A—147-147-100%$11.0K———
Godfrey Financial Associates, Inc.
N/A—132-132-100%$9.9K———
Continuum Advisory, LLC
N/A—131-131-100%$9.8K———
Colonial Trust Advisors
N/A—121-121-100%$9.1K———
Harborfront Financial Group LLC
N/A—117-117-100%$8.8K———
Fourth Dimension Wealth, LLC
N/A—87-87-100%$6.5K———
Bogart Wealth, LLC
N/A—60-60-100%$4.5K———
Keating Financial Advisory Services, Inc.
N/A—55-55-100%$4.1K———
Aventura Private Wealth, LLC
N/A—41-41-100%$3.1K———
Vanguard National Trust Co
N/A—32-32-100%$2.4K———
Tiaa Wealth Investment Management LLC
N/A—29-29-100%$2.2K———
Capital Advisor Network LLC
N/A—2-2-100%$150———
ST Germain D J Co Inc
N/A—00—$33———
Showing 793 of 793 institutions