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Invesco Nasdaq 100 ETF (QQQM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares12,722,255 from 11,727,434
Change+994,821 (+8%)
Value$3.9B (+$322.6M)
Filed 2026-11-06
Meitav Investment House LTD
INCREASED
Shares4,426,170 from 3,519,556
Change+906,614 (+26%)
Value$1.3B (+$282.1M)
Filed 2026-10-28
National Mutual Insurance Federation of Agricultural Cooperatives
INCREASED
Shares3,539,000 from 3,322,000
Change+217,000 (+7%)
Value$1.1B (+$71.7M)
Filed 2026-10-28
First Command Advisory Services, Inc.
DECREASED
Shares2,877,220 from 4,474,745
Change-1,597,525 (-36%)
Value$876.5M (-$479.2M)
Filed 2026-11-05
PNC Financial Services Group, Inc.
DECREASED
Shares2,048,747 from 2,069,185
Change-20,438 (-1%)
Value$624.1M (-$2.8M)
Filed 2026-11-06
Vantagepoint Investment Advisers LLC
INCREASED
Shares1,958,347 from 1,916,464
Change+41,883 (+2%)
Value$596.6M (+$16.0M)
Filed 2026-10-26
Commonwealth Equity Services, LLC
INCREASED
Shares1,431,919 from 1,422,385
Change+9,534 (+1%)
Value$436.2M (+$5.3M)
Filed 2026-11-02
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares1,058,223 from 1,002,640
Change+55,583 (+6%)
Value$322.4M (+$18.6M)
Filed 2026-10-29
Bank of New York Mellon Corp
INCREASED
Shares909,511 from 891,072
Change+18,439 (+2%)
Value$277.1M (+$7.1M)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares862,863 from 859,095
Change+3,768 (+0%)
Value$264.1M (+$8.9M)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares855,397 from 687,050
Change+168,347 (+25%)
Value$260.6M (+$52.4M)
Filed 2026-11-02
Ritholtz Wealth Management
INCREASED
Shares709,597 from 3,841
Change+705,756 (+18374%)
Value$216.2M (+$215.0M)
Filed 2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED
Shares706,624 from 711,937
Change-5,313 (-1%)
Value$215.3M (-$429.6K)
Filed 2026-10-29
SAX Wealth Advisors, LLC
INCREASED
Shares556,761 from 481,421
Change+75,340 (+16%)
Value$169.6M (+$55.2M)
Filed 2026-10-13
Paragon Advisors, LLC
DECREASED
Shares442,847 from 454,343
Change-11,496 (-3%)
Value$134.9M (-$2.7M)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares435,634 from 314,921
Change+120,713 (+38%)
Value$132.7M (+$37.3M)
Filed 2026-11-02
Japan Science & Technology Agency
NEW
Shares426,794
Change+426,794
Value$130.0M
Filed 2026-10-16
US Bancorp \de\
INCREASED
Shares397,104 from 377,200
Change+19,904 (+5%)
Value$121.0M (+$6.7M)
Filed 2026-11-05
Financial Security Advisor, Inc.
DECREASED
Shares356,915 from 383,004
Change-26,089 (-7%)
Value$108.7M (-$7.3M)
Filed 2026-11-03
Truist Financial Corp
INCREASED
Shares320,262 from 267,702
Change+52,560 (+20%)
Value$97.6M (+$16.5M)
Filed 2026-10-30
Cornerstone Planning Group LLC
INCREASED
Shares304,368 from 296,733
Change+7,635 (+3%)
Value$94.2M (+$8.0M)
Filed 2026-10-16
Total Investment Management Inc
DECREASED
Shares292,557 from 294,421
Change-1,864 (-1%)
Value$89.1M (+$5.7M)
Filed 2026-10-22
Gradient Investments LLC
INCREASED
Shares279,532 from 272,631
Change+6,901 (+3%)
Value$85.2M (+$2.6M)
Filed 2026-10-08
One Day In July LLC
INCREASED
Shares267,220 from 265,841
Change+1,379 (+1%)
Value$81.4M (+$863.9K)
Filed 2026-10-30
Taiyo Life Insurance Co
UNCHANGED
Shares263,000 from 263,000
Change0 (0%)
Value$80.1K (-$79.6M)
Filed 2026-10-20
Rolek Wealth Management LLC
INCREASED
Shares251,122 from 241,261
Change+9,861 (+4%)
Value$76.5M (+$3.4M)
Filed 2026-10-21
Thrivent Financial for Lutherans
DECREASED
Shares246,795 from 353,196
Change-106,401 (-30%)
Value$75.4M (-$31.6M)
Filed 2026-11-05
Whelan Financial
INCREASED
Shares215,773 from 213,092
Change+2,681 (+1%)
Value$65.7M (+$1.2M)
Filed 2026-10-28
Altfest L J & Co Inc
DECREASED
Shares190,342 from 191,528
Change-1,186 (-1%)
Value$58.0M (-$41.4K)
Filed 2026-10-27
Concurrent Investment Advisors, LLC
INCREASED
Shares187,102 from 133,370
Change+53,732 (+40%)
Value$57.0M (+$16.6M)
Filed 2026-10-16
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares184,996 from 137,964
Change+47,032 (+34%)
Value$56.4M (+$14.6M)
Filed 2026-11-03
Exchange Traded Concepts, LLC
DECREASED
Shares175,341 from 180,750
Change-5,409 (-3%)
Value$53.4M (-$1.3M)
Filed 2026-10-28
Verde Capital Management
INCREASED
Shares173,276 from 168,538
Change+4,738 (+3%)
Value$52.8M (+$1.7M)
Filed 2026-10-28
Citigroup Inc
INCREASED
Shares162,325 from 76,687
Change+85,638 (+112%)
Value$49.5M (+$26.2M)
Filed 2026-11-04
EdgeRock Capital LLC
INCREASED
Shares160,859 from 154,804
Change+6,055 (+4%)
Value$49.0M (+$2.1M)
Filed 2026-11-03
Rational Advisors, Inc.
INCREASED
Shares158,378 from 151,497
Change+6,881 (+5%)
Value$48.2M (+$2.3M)
Filed 2026-11-02
Arthur M. Cohen & Associates, LLC
INCREASED
Shares155,058 from 150,909
Change+4,149 (+3%)
Value$47.2M (+$1.5M)
Filed 2026-10-26
Fusion Family Wealth, LLC
DECREASED
Shares154,701 from 157,545
Change-2,844 (-2%)
Value$47.1M (-$603.4K)
Filed 2026-11-02
Spectrum Wealth Advisory Group, LLC
INCREASED
Shares152,033 from 145,412
Change+6,621 (+5%)
Value$46.3M (+$2.3M)
Filed 2026-10-29
Lodestar Private Asset Management LLC
DECREASED
Shares146,131 from 150,719
Change-4,588 (-3%)
Value$44.5M (-$1.1M)
Filed 2026-10-26
Global View Capital Management LLC
INCREASED
Shares146,014 from 120,688
Change+25,326 (+21%)
Value$44.5M (+$7.9M)
Filed 2026-10-28
Highland Financial Advisors, LLC
DECREASED
Shares145,552 from 149,327
Change-3,775 (-3%)
Value$44.3M (-$900.6K)
Filed 2026-10-19
Smith Chas P & Associates PA Cpas
DECREASED
Shares142,482 from 144,347
Change-1,865 (-1%)
Value$41.6M (-$2.1M)
Filed 2026-10-22
D'Orazio & Associates, Inc.
INCREASED
Shares141,880 from 141,092
Change+788 (+1%)
Value$43.2M (+$475.7K)
Filed 2026-11-04
Frank, Rimerman Advisors LLC
DECREASED
Shares141,358 from 141,373
Change-15 (0%)
Value$43.1M (+$231.2K)
Filed 2026-10-16
Farther Finance Advisors, LLC
DECREASED
Shares140,911 from 144,178
Change-3,267 (-2%)
Value$42.9M (-$753.6K)
Filed 2026-10-08
Adamsbrown Wealth Consultants LLC
INCREASED
Shares139,258 from 137,829
Change+1,429 (+1%)
Value$42.4M (+$665.6K)
Filed 2026-10-20
Financial Partners Group, Inc
INCREASED
Shares137,801 from 137,024
Change+777 (+1%)
Value$42.0M (+$465.5K)
Filed 2026-10-19
Whitaker-Myers Wealth Managers, Ltd.
INCREASED
Shares133,319 from 123,304
Change+10,015 (+8%)
Value$40.6M (+$3.3M)
Filed 2026-10-09
Correct Capital Wealth Management
INCREASED
Shares131,269 from 127,139
Change+4,130 (+3%)
Value$40.0M (+$1.5M)
Filed 2026-11-02
Brookstone Capital Management
INCREASED
Shares129,503 from 117,219
Change+12,284 (+10%)
Value$39.5M (+$3.9M)
Filed 2026-10-22
Enclave Advisors LLC
INCREASED
Shares127,629 from 109,025
Change+18,604 (+17%)
Value$38.9M (+$5.8M)
Filed 2026-10-14
Q3 Asset Management
DECREASED
Shares124,855 from 183,081
Change-58,226 (-32%)
Value$32.0K (-$20.6K)
Filed 2026-11-06
Foguth Wealth Management, Llc.
DECREASED
Shares122,837 from 137,553
Change-14,716 (-11%)
Value$35.9M (-$3.5M)
Filed 2026-10-19
IFG Advisors, LLC
DECREASED
Shares122,435 from 123,215
Change-780 (-1%)
Value$37.3M (-$31.6K)
Filed 2026-10-15
Stewardship Advisors, LLC
DECREASED
Shares121,611 from 122,211
Change-600 (0%)
Value$37.0M (+$21.4K)
Filed 2026-10-20
Hudock, Inc.
DECREASED
Shares121,192 from 121,336
Change-144 (0%)
Value$36.9M (+$158.8K)
Filed 2026-10-14
Oppenheimer & Co Inc
INCREASED
Shares120,680 from 99,901
Change+20,779 (+21%)
Value$36.8M (+$6.5M)
Filed 2026-10-26
Global Wealth Strategies & Associates
INCREASED
Shares119,428 from 117,650
Change+1,778 (+2%)
Value$36.4M (+$738.2K)
Filed 2026-10-02
Sterling Investment Counsel, LLC
DECREASED
Shares119,191 from 122,854
Change-3,663 (-3%)
Value$36.3M (-$910.9K)
Filed 2026-10-19
Horizon Wealth Management, LLC
INCREASED
Shares117,992 from 116,737
Change+1,255 (+1%)
Value$35.9M (+$577.3K)
Filed 2026-11-02
Integrated Capital Management, LLC
DECREASED
Shares117,885 from 117,955
Change-70 (0%)
Value$35.9M (+$175.6K)
Filed 2026-10-23
JP Wealth Management, Inc.
INCREASED
Shares116,619 from 115,869
Change+750 (+1%)
Value$35.5M (+$422.0K)
Filed 2026-10-07
Div Capital Phoenix Assets Ltd
INCREASED
Shares115,000 from 75,000
Change+40,000 (+53%)
Value$35.0M (+$12.3M)
Filed 2026-10-20
Creative Planning
INCREASED
Shares113,101 from 107,584
Change+5,517 (+5%)
Value$34.5M (+$1.9M)
Filed 2026-11-02
Syntegra Private Wealth Group, LLC
DECREASED
Shares111,994 from 113,417
Change-1,423 (-1%)
Value$34.1M (-$244.1K)
Filed 2026-10-13
Citizens Financial Group Inc
INCREASED
Shares111,549 from 106,000
Change+5,549 (+5%)
Value$34.0M (+$1.9M)
Filed 2026-10-23
Eagle Strategies LLC
INCREASED
Shares110,051 from 105,037
Change+5,014 (+5%)
Value$33.5M (+$1.7M)
Filed 2026-10-16
Prairie Advisory, LLC
INCREASED
Shares109,908 from 52,316
Change+57,592 (+110%)
Value$33.5M (+$17.6M)
Filed 2026-10-19
ACT Advisors, Llc.
INCREASED
Shares109,009 from 108,258
Change+751 (+1%)
Value$33.2M (+$409.8K)
Filed 2026-10-15
Bokf, NA
INCREASED
Shares105,580 from 97,634
Change+7,946 (+8%)
Value$32.2M (+$2.6M)
Filed 2026-10-27
Lido Advisors, LLC
INCREASED
Shares103,965 from 99,807
Change+4,158 (+4%)
Value$31.7M (+$1.4M)
Filed 2026-11-04
Ayalon Insurance Comp Ltd.
INCREASED
Shares102,632 from 89,650
Change+12,982 (+14%)
Value$31.3K (+$4.1K)
Filed 2026-10-08
StoneX Group Inc.
DECREASED
Shares101,789 from 112,053
Change-10,264 (-9%)
Value$31.0M (-$2.9M)
Filed 2026-11-03
KPP Advisory Services LLC
DECREASED
Shares99,487 from 150,298
Change-50,811 (-34%)
Value$30.3M (-$15.2M)
Filed 2026-10-26
AAF Wealth Management, LLC
INCREASED
Shares99,485 from 97,959
Change+1,526 (+2%)
Value$30.3M (+$628.3K)
Filed 2026-10-28
Asset One Wealth Management LLC
INCREASED
Shares97,866 from 96,404
Change+1,462 (+2%)
Value$29.8M (+$1.3M)
Filed 2026-11-02
Asset Allocation Strategies LLC
INCREASED
Shares95,201 from 91,098
Change+4,103 (+5%)
Value$29.0M (+$1.4M)
Filed 2026-10-20
Hunter Associates Investment Management LLC
INCREASED
Shares93,603 from 91,944
Change+1,659 (+2%)
Value$28.5M (+$642.0K)
Filed 2026-10-26
Kestra Private Wealth Services, LLC
DECREASED
Shares88,782 from 89,570
Change-788 (-1%)
Value$27.0M (-$90.5K)
Filed 2026-11-06
Flagship Harbor Advisors, LLC
INCREASED
Shares88,105 from 24,097
Change+64,008 (+266%)
Value$26.8M (+$19.5M)
Filed 2026-10-26
MCF Advisors LLC
DECREASED
Shares86,964 from 106,951
Change-19,987 (-19%)
Value$26.5M (-$5.9M)
Filed 2026-10-28
Analyst IMS Investment Management Services Ltd.
UNCHANGED
Shares83,990 from 83,990
Change0 (0%)
Value$25.6M (+$139.0K)
Filed 2026-11-05
Winthrop Advisory Group LLC
INCREASED
Shares81,082 from 69,033
Change+12,049 (+17%)
Value$24.7M (+$3.8M)
Filed 2026-10-22
Axxcess Wealth Management, LLC
DECREASED
Shares79,512 from 144,788
Change-65,276 (-45%)
Value$24.2M (-$19.6M)
Filed 2026-10-21
Diversified Enterprises, LLC
DECREASED
Shares79,256 from 80,285
Change-1,029 (-1%)
Value$24.1M (-$179.3K)
Filed 2026-10-19
CoreCap Advisors, LLC
INCREASED
Shares78,010 from 7,151
Change+70,859 (+991%)
Value$23.8M (+$21.6M)
Filed 2026-10-08
Oasis Advisors, LLC
INCREASED
Shares77,808 from 734
Change+77,074 (+10501%)
Value$23.7M (+$23.5M)
Filed 2026-10-16
Atria Investments, Inc
INCREASED
Shares77,496 from 26,121
Change+51,375 (+197%)
Value$23.6M (+$15.7M)
Filed 2026-10-15
Clarity Asset Management, Inc.
INCREASED
Shares76,335 from 73,661
Change+2,674 (+4%)
Value$19.7M (+$539.0K)
Filed 2026-10-14
Walker Financial Services, Inc.
INCREASED
Shares75,898 from 69,882
Change+6,016 (+9%)
Value$23.1M (+$1.9M)
Filed 2026-10-26
Prospera Financial Services Inc
DECREASED
Shares75,200 from 78,303
Change-3,103 (-4%)
Value$21.4M (-$2.4M)
Filed 2026-11-04
Highline Wealth Partners LLC
INCREASED
Shares73,577 from 70,971
Change+2,606 (+4%)
Value$22.4M (+$912.4K)
Filed 2026-10-19
Sepio Capital, LP
INCREASED
Shares73,096 from 67,099
Change+5,997 (+9%)
Value$22.3M (+$1.9M)
Filed 2026-10-22
Clark Wealth Partners
INCREASED
Shares72,864 from 71,872
Change+992 (+1%)
Value$22.2M (+$422.4K)
Filed 2026-10-19
Retirement Planning Group, LLC
DECREASED
Shares71,720 from 73,881
Change-2,161 (-3%)
Value$21.8M (-$535.0K)
Filed 2026-10-19
Solano Wealth Investment Advisors LLC
DECREASED
Shares70,464 from 75,296
Change-4,832 (-6%)
Value$21.5M (-$1.3M)
Filed 2026-11-06
Heritage OAK Wealth Advisors LLC
NEW
Shares68,872
Change+68,872
Value$21.0M
Filed 2026-10-14
Level Four Advisory Services, LLC
DECREASED
Shares68,751 from 75,333
Change-6,582 (-9%)
Value$20.9M (-$1.9M)
Filed 2026-11-06
StoneCrest Wealth Management, Inc.
DECREASED
Shares68,750 from 69,520
Change-770 (-1%)
Value$20.9M (-$118.5K)
Filed 2026-11-03
Secure Asset Management, LLC
DECREASED
Shares68,075 from 69,722
Change-1,647 (-2%)
Value$20.7M (-$385.3K)
Filed 2026-10-19
B&D White Capital Company, LLC
DECREASED
Shares65,670 from 65,674
Change-4 (0%)
Value$20.0M (+$108.5K)
Filed 2026-11-02
GR Financial Group, LLC
INCREASED
Shares64,577 from 59,946
Change+4,631 (+8%)
Value$19.7M (+$1.5M)
Filed 2026-10-27
Bauman Advisory Group, LLC
INCREASED
Shares64,393 from 60,629
Change+3,764 (+6%)
Value$19.6M (+$1.2M)
Filed 2026-10-29
David Kennon Inc
INCREASED
Shares64,102 from 60,880
Change+3,222 (+5%)
Value$19.5M (+$1.1M)
Filed 2026-10-13
Future Financial Wealth Managment LLC
INCREASED
Shares63,510 from 62,283
Change+1,227 (+2%)
Value$19.3M (+$1.6M)
Filed 2026-10-15
Carroll Advisory Group, LLC
DECREASED
Shares63,388 from 63,591
Change-203 (0%)
Value$19.3M (+$44.1K)
Filed 2026-10-16
Focus Financial Network, Inc.
DECREASED
Shares62,485 from 64,987
Change-2,502 (-4%)
Value$19.0M (-$653.7K)
Filed 2026-10-14
Empire Life Investments Inc.
UNCHANGED
Shares62,000 from 62,000
Change0 (0%)
Value$18.9M (+$103.5K)
Filed 2026-11-06
Galvin, Gaustad & Stein, LLC
INCREASED
Shares61,943 from 20,098
Change+41,845 (+208%)
Value$18.9M (+$12.8M)
Filed 2026-10-08
Keybank National Association
INCREASED
Shares61,919 from 60,750
Change+1,169 (+2%)
Value$18.9M (+$457.6K)
Filed 2026-11-04
Independent Financial Group, LLC
INCREASED
Shares60,612 from 56,777
Change+3,835 (+7%)
Value$18.5M (+$1.3M)
Filed 2026-10-13
Prevail Innovative Wealth Advisors, LLC
DECREASED
Shares60,117 from 61,729
Change-1,612 (-3%)
Value$18.8M (+$50.9K)
Filed 2026-10-20
Merit Financial Group, LLC
INCREASED
Shares59,820 from 53,367
Change+6,453 (+12%)
Value$18.2M (+$2.1M)
Filed 2026-11-06
Vicus Capital
INCREASED
Shares59,689 from 57,669
Change+2,020 (+4%)
Value$18.2M (+$711.6K)
Filed 2026-11-05
Compass Financial Services Inc
DECREASED
Shares58,788 from 59,196
Change-408 (-1%)
Value$17.9M (-$25.5K)
Filed 2026-11-06
Bucket List Wealth Management, LLC
INCREASED
Shares58,590 from 57,538
Change+1,052 (+2%)
Value$17.8M (+$416.6K)
Filed 2026-10-22
Avior Wealth Management, LLC
INCREASED
Shares57,724 from 57,356
Change+368 (+1%)
Value$17.6M (+$207.9K)
Filed 2026-10-13
VestGen Advisors, LLC
DECREASED
Shares57,336 from 88,281
Change-30,945 (-35%)
Value$17.5M (-$9.3M)
Filed 2026-10-27
Cooper Capital Advisors LLC
INCREASED
Shares57,032 from 55,549
Change+1,483 (+3%)
Value$17.4M (+$544.8K)
Filed 2026-10-29
RFG Advisory, LLC
INCREASED
Shares55,568 from 53,713
Change+1,855 (+3%)
Value$16.9M (+$655.0K)
Filed 2026-11-03
Cap Partners, LLC
INCREASED
Shares55,143 from 54,257
Change+886 (+2%)
Value$16.8M (+$360.5K)
Filed 2026-10-19
Sunrise Financial Services, LLC
INCREASED
Shares54,927 from 51,050
Change+3,877 (+8%)
Value$16.7M (+$1.3M)
Filed 2026-10-21
Fortis Group Advisors, LLC
INCREASED
Shares54,876 from 36,899
Change+17,977 (+49%)
Value$15.6M (+$4.4M)
Filed 2026-11-06
Barings LLC
INCREASED
Shares54,704 from 39,184
Change+15,520 (+40%)
Value$16.7M (+$4.8M)
Filed 2026-10-22
HBW Advisory Services LLC
INCREASED
Shares51,519 from 39,990
Change+11,529 (+29%)
Value$15.7M (+$3.6M)
Filed 2026-10-15
Sims Investment Management, LLC
INCREASED
Shares50,807 from 49,842
Change+965 (+2%)
Value$15.5M (+$377.0K)
Filed 2026-10-13
Congress Park Capital LLC
INCREASED
Shares50,080 from 47,167
Change+2,913 (+6%)
Value$15.3M (+$966.0K)
Filed 2026-10-13
Lotus Asset Management LLC
INCREASED
Shares49,910 from 48,587
Change+1,323 (+3%)
Value$15.2M (+$484.6K)
Filed 2026-10-14
Harel Insurance Investments & Financial Services Ltd.
NEW
Shares49,457
Change+49,457
Value$15.1M
Filed 2026-11-02
Strategent Financial, LLC
INCREASED
Shares48,988 from 45,206
Change+3,782 (+8%)
Value$14.9M (+$1.2M)
Filed 2026-10-30
Harbor Capital Advisors, Inc.
INCREASED
Shares48,959 from 37,651
Change+11,308 (+30%)
Value$14.9K (-$11.4M)
Filed 2026-10-22
Signal Advisors Wealth, LLC
INCREASED
Shares48,655 from 42,017
Change+6,638 (+16%)
Value$14.8M (+$2.1M)
Filed 2026-10-13
Kachkovsky & Fisher, Inc.
INCREASED
Shares48,334 from 46,461
Change+1,873 (+4%)
Value$14.7M (+$638.6K)
Filed 2026-10-21
Central Pacific Bank - Trust Division
INCREASED
Shares47,830 from 45,590
Change+2,240 (+5%)
Value$14.6M (+$758.5K)
Filed 2026-10-06
Vise Technologies, Inc.
INCREASED
Shares47,608 from 15,483
Change+32,125 (+207%)
Value$14.5M (+$9.8M)
Filed 2026-10-29
Signature Estate & Investment Advisors LLC
INCREASED
Shares46,947 from 46,357
Change+590 (+1%)
Value$14.3M (+$257.3K)
Filed 2026-10-13
Sowell Financial Services LLC
INCREASED
Shares46,192 from 43,734
Change+2,458 (+6%)
Value$14.1M (+$821.7K)
Filed 2026-10-23
Baring Financial LLC
INCREASED
Shares46,144 from 44,764
Change+1,380 (+3%)
Value$14.1M (+$495.2K)
Filed 2026-10-07
Gerber, LLC
INCREASED
Shares45,557 from 41,810
Change+3,747 (+9%)
Value$13.9M (+$1.2M)
Filed 2026-10-21
Hill Island Financial LLC
DECREASED
Shares45,283 from 94,409
Change-49,126 (-52%)
Value$13.8M (-$14.8M)
Filed 2026-10-20
Trademark Financial Management, LLC
INCREASED
Shares45,098 from 42,876
Change+2,222 (+5%)
Value$13.7M (+$748.5K)
Filed 2026-10-23
Diversify Wealth Management, LLC
DECREASED
Shares44,916 from 46,558
Change-1,642 (-4%)
Value$13.5M (+$389.1K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares44,916 from 46,558
Change-1,642 (-4%)
Value$13.5M (+$389.1K)
Filed 2026-10-20
Evensky & Katz LLC
INCREASED
Shares44,885 from 42,827
Change+2,058 (+5%)
Value$13.7M (+$699.0K)
Filed 2026-10-27
626 Financial, LLC
INCREASED
Shares44,005 from 37,500
Change+6,505 (+17%)
Value$13.4M (+$2.0M)
Filed 2026-11-04
Financial Enhancement Group LLC
INCREASED
Shares43,816 from 40,312
Change+3,504 (+9%)
Value$13.7M (+$1.5M)
Filed 2026-10-08
Carter Financial Group, Inc.
DECREASED
Shares43,734 from 44,132
Change-398 (-1%)
Value$13.3M (-$47.7K)
Filed 2026-10-21
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares43,690 from 43,690
Change0 (0%)
Value$13.2M ($0)
Filed 2026-11-03
Maia Wealth LLC
INCREASED
Shares43,472 from 28,812
Change+14,660 (+51%)
Value$13.2M (+$4.5M)
Filed 2026-10-19
Y.D. More Investments Ltd
INCREASED
Shares42,357 from 19,300
Change+23,057 (+119%)
Value$12.9M (+$7.1M)
Filed 2026-11-02
Clarus Wealth Advisors
INCREASED
Shares42,338 from 38,204
Change+4,134 (+11%)
Value$13.1M (+$1.9M)
Filed 2026-10-13
Sage Mountain Advisors LLC
DECREASED
Shares42,316 from 42,317
Change-1 (0%)
Value$12.9M (+$70.2K)
Filed 2026-11-02
JBR Co Financial Management Inc
DECREASED
Shares41,478 from 43,848
Change-2,370 (-5%)
Value$12.4M (-$898.9K)
Filed 2026-10-13
Ferguson Shapiro LLC
NEW
Shares41,266
Change+41,266
Value$12.6M
Filed 2026-10-16
TBH Global Asset Management, LLC
INCREASED
Shares41,230 from 6,132
Change+35,098 (+572%)
Value$3.9M (+$2.1M)
Filed 2026-11-03
AA Financial Advisors, LLC
INCREASED
Shares40,960 from 31,440
Change+9,520 (+30%)
Value$12.5M (+$3.0M)
Filed 2026-10-19
MGO One Seven LLC
INCREASED
Shares40,734 from 36,465
Change+4,269 (+12%)
Value$12.4M (+$1.4M)
Filed 2026-10-28
Balance Wealth Partners LLC
INCREASED
Shares40,180 from 30,509
Change+9,671 (+32%)
Value$12.2M (+$3.0M)
Filed 2026-10-27
Helios Capital Management Pte. LTD
UNCHANGED
Shares40,000 from 40,000
Change0 (0%)
Value$12.2M (+$66.8K)
Filed 2026-10-14
Prota Financial, LLC
INCREASED
Shares39,914 from 37,861
Change+2,053 (+5%)
Value$12.2M (+$890.6K)
Filed 2026-10-08
Capstone Wealth Management Group, LLC
DECREASED
Shares39,295 from 64,823
Change-25,528 (-39%)
Value$9.7M (-$9.9M)
Filed 2026-11-05
Allen Investment Management, LLC
INCREASED
Shares39,292 from 30,007
Change+9,285 (+31%)
Value$12.0M (+$2.9M)
Filed 2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares39,289 from 40,472
Change-1,183 (-3%)
Value$12.0M (-$292.5K)
Filed 2026-10-14
Solitude Financial Services
DECREASED
Shares39,146 from 39,361
Change-215 (-1%)
Value$11.9M (+$235)
Filed 2026-10-26
Wealth Group Ltd
INCREASED
Shares38,644 from 34,801
Change+3,843 (+11%)
Value$11.9M (+$1.4M)
Filed 2026-10-07
Boyum Wealth Architects LLC
INCREASED
Shares38,081 from 37,320
Change+761 (+2%)
Value$11.8M (+$818.2K)
Filed 2026-10-06
FSA Wealth Partners, Inc.
DECREASED
Shares37,762 from 38,423
Change-661 (-2%)
Value$11.5M (-$137.2K)
Filed 2026-10-26
Cornerstone Wealth Management, LLC
INCREASED
Shares37,750 from 37,625
Change+125 (+0%)
Value$11.5M (+$100.8K)
Filed 2026-11-04
Bison Wealth, LLC
INCREASED
Shares37,592 from 35,060
Change+2,532 (+7%)
Value$11.5M (+$1.1M)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
INCREASED
Shares37,428 from 32,328
Change+5,100 (+16%)
Value$11.4M (+$1.6M)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
INCREASED
Shares37,351 from 32,570
Change+4,781 (+15%)
Value$11.4M (+$1.5M)
Filed 2026-10-20
FCG Investment Co
DECREASED
Shares37,331 from 44,142
Change-6,811 (-15%)
Value$11.4M (-$2.0M)
Filed 2026-10-13
New Perspectives, Inc
INCREASED
Shares36,746 from 33,221
Change+3,525 (+11%)
Value$11.2M (+$1.1M)
Filed 2026-10-14
Ascentis Independent Advisors
NEW
Shares36,745
Change+36,745
Value$11.2M
Filed 2026-11-03
Sigma Planning Corp
DECREASED
Shares36,056 from 39,037
Change-2,981 (-8%)
Value$11.0M (-$857.5K)
Filed 2026-10-23
Omnitrust Wealth Management, Inc
NEW
Shares35,608
Change+35,608
Value$10.8M
Filed 2026-11-02
United Advisor Group, LLC
INCREASED
Shares34,926 from 20,406
Change+14,520 (+71%)
Value$10.6M (+$4.5M)
Filed 2026-11-03
ATX Financial Planning, LLC
INCREASED
Shares34,107 from 28,113
Change+5,994 (+21%)
Value$10.4M (+$1.9M)
Filed 2026-10-14
Guardian Asset Advisors, LLC
DECREASED
Shares33,894 from 36,547
Change-2,653 (-7%)
Value$10.3M (-$751.8K)
Filed 2026-10-16
Bestgate Wealth Advisors, LLC
INCREASED
Shares33,731 from 13,867
Change+19,864 (+143%)
Value$10.3M (+$6.1M)
Filed 2026-10-13
Gill Capital Partners, LLC
INCREASED
Shares32,996 from 29,207
Change+3,789 (+13%)
Value$10.1M (+$1.2M)
Filed 2026-10-13
WBH Advisory Inc
DECREASED
Shares31,927 from 32,038
Change-111 (0%)
Value$9.7M (+$19.8K)
Filed 2026-11-05
First Heartland Consultants, Inc.
INCREASED
Shares31,092 from 25,461
Change+5,631 (+22%)
Value$9.5M (+$1.8M)
Filed 2026-10-08
Cabot Wealth Management Inc
DECREASED
Shares30,935 from 31,176
Change-241 (-1%)
Value$9.4M (-$21.4K)
Filed 2026-11-05
Financial Futures Ltd Liability Co.
INCREASED
Shares30,614 from 29,805
Change+809 (+3%)
Value$9.3M (+$296.4K)
Filed 2026-10-13
Mueller Wealth, LLC
INCREASED
Shares30,594 from 29,948
Change+646 (+2%)
Value$9.3M (+$246.7K)
Filed 2026-11-05
Raub Brock Capital Management LP
DECREASED
Shares30,340 from 31,145
Change-805 (-3%)
Value$9.2M (-$193.1K)
Filed 2026-10-21
Schear Investment Advisers, LLC
NEW
Shares30,077
Change+30,077
Value$9.2M
Filed 2026-10-14
Tempo Wealth, LLC
DECREASED
Shares30,077 from 30,490
Change-413 (-1%)
Value$9.2M (-$74.9K)
Filed 2026-10-14
SBI Securities Co., Ltd.
INCREASED
Shares30,024 from 23,896
Change+6,128 (+26%)
Value$9.1M (+$1.9M)
Filed 2026-10-22
Integrity Wealth Advisors, Inc.
NEW
Shares29,730
Change+29,730
Value$9.1M
Filed 2026-10-29
HT Partners LLC
DECREASED
Shares29,431 from 29,465
Change-34 (0%)
Value$9.0M (+$38.8K)
Filed 2026-10-20
Virtue Capital Management, LLC
INCREASED
Shares29,417 from 6,936
Change+22,481 (+324%)
Value$9.0M (+$6.9M)
Filed 2026-10-29
Worth Asset Management, LLC
DECREASED
Shares29,248 from 54,410
Change-25,162 (-46%)
Value$8.9M (-$7.6M)
Filed 2026-10-07
Milestones Private Investment Advisors LLC
DECREASED
Shares29,219 from 29,371
Change-152 (-1%)
Value$8.9M (+$2.7K)
Filed 2026-10-19
Visionary Wealth Advisors
INCREASED
Shares28,987 from 26,103
Change+2,884 (+11%)
Value$8.8M (+$922.2K)
Filed 2026-11-04
Tennessee Valley Asset Management Partners
INCREASED
Shares28,781 from 26,203
Change+2,578 (+10%)
Value$8.8M (+$829.0K)
Filed 2026-11-03
International Assets Investment Management, LLC
INCREASED
Shares28,771 from 23,770
Change+5,001 (+21%)
Value$8.8M (+$1.7M)
Filed 2026-11-02
Retirement Financial Solutions, LLC
INCREASED
Shares28,488 from 27,380
Change+1,108 (+4%)
Value$8.7M (+$383.2K)
Filed 2026-10-20
Procyon Advisors, LLC
DECREASED
Shares28,315 from 29,200
Change-885 (-3%)
Value$8.6M (-$220.7K)
Filed 2026-10-21
Basso Capital Management, L.P.
INCREASED
Shares28,080 from 27,564
Change+516 (+2%)
Value$8.6M (+$203.3K)
Filed 2026-10-30
Cooper Financial Group
INCREASED
Shares27,994 from 27,695
Change+299 (+1%)
Value$8.5M (+$137.4K)
Filed 2026-10-07
Redwood Financial Network Corp
INCREASED
Shares27,975 from 27,231
Change+744 (+3%)
Value$8.5M (+$272.2K)
Filed 2026-11-03
Echo45 Advisors LLC
INCREASED
Shares27,552 from 27,426
Change+126 (+0%)
Value$8.4M (+$84.0K)
Filed 2026-10-07
Carnegie Investment Counsel
DECREASED
Shares27,091 from 33,411
Change-6,320 (-19%)
Value$8.3M (-$1.9M)
Filed 2026-10-20
Cornerstone Wealth Group, LLC
NEW
Shares27,036
Change+27,036
Value$8.2M
Filed 2026-11-02
Arkansas Financial Group, Inc.
INCREASED
Shares27,029 from 25,192
Change+1,837 (+7%)
Value$8.2M (+$601.7K)
Filed 2026-10-26
Appalachian Capital Management Ltd
INCREASED
Shares26,541 from 26,536
Change+5 (+0%)
Value$8.1M (+$45.9K)
Filed 2026-10-14
Pearl Planning LLC
INCREASED
Shares26,391 from 22,592
Change+3,799 (+17%)
Value$8.0M (+$1.2M)
Filed 2026-10-13
IMG Wealth Management, Inc.
INCREASED
Shares26,141 from 22,510
Change+3,631 (+16%)
Value$8.0M (+$1.1M)
Filed 2026-10-27
bLong Financial, LLC
DECREASED
Shares25,978 from 41,832
Change-15,854 (-38%)
Value$7.9M (-$4.8M)
Filed 2026-10-29
Fulton Bank, N.A.
INCREASED
Shares25,891 from 8,040
Change+17,851 (+222%)
Value$7.9M (+$5.5M)
Filed 2026-10-14
Bernardo Wealth Planning LLC
INCREASED
Shares25,672 from 20,595
Change+5,077 (+25%)
Value$7.8M (+$1.6M)
Filed 2026-10-23
Lynch Investment Planning, LLC
INCREASED
Shares25,658 from 23,567
Change+2,091 (+9%)
Value$7.8M (+$676.3K)
Filed 2026-10-27
Sanders Morris Harris LLC
NEW
Shares25,477
Change+25,477
Value$7.8M
Filed 2026-10-14
Triton Wealth Management, Pllc
INCREASED
Shares25,401 from 19,872
Change+5,529 (+28%)
Value$7.2M (+$1.4M)
Filed 2026-11-04
JGP Wealth Management, LLC
INCREASED
Shares25,187 from 21,974
Change+3,213 (+15%)
Value$7.7M (+$1.0M)
Filed 2026-10-13
Great Lakes Retirement, Inc.
INCREASED
Shares25,139 from 24,116
Change+1,023 (+4%)
Value$7.7M (+$353.5K)
Filed 2026-10-26
Centennial Wealth Advisory LLC
INCREASED
Shares25,064 from 23,126
Change+1,938 (+8%)
Value$7.6M (+$629.0K)
Filed 2026-10-16
Koshinski Asset Management, Inc.
INCREASED
Shares25,038 from 10,487
Change+14,551 (+139%)
Value$7.6M (+$4.5M)
Filed 2026-10-29
Total Clarity Wealth Management, Inc.
DECREASED
Shares24,881 from 33,348
Change-8,467 (-25%)
Value$7.6M (-$2.5M)
Filed 2026-10-26
Avestar Capital, LLC
DECREASED
Shares24,500 from 24,699
Change-199 (-1%)
Value$7.5M (-$19.4K)
Filed 2026-10-28
Encompass More Asset Management
INCREASED
Shares24,144 from 21,510
Change+2,634 (+12%)
Value$7.4M (+$838.4K)
Filed 2026-10-16
Wealthcare Advisory Partners LLC
DECREASED
Shares24,087 from 24,992
Change-905 (-4%)
Value$7.3M (-$234.0K)
Filed 2026-10-21
D.A. Davidson & Co.
INCREASED
Shares23,946 from 19,966
Change+3,980 (+20%)
Value$7.3M (+$1.2M)
Filed 2026-10-28
Strategic Advisors LLC
INCREASED
Shares23,427 from 23,285
Change+142 (+1%)
Value$7.1M (+$82.3K)
Filed 2026-10-13
USAdvisors Wealth Management, LLC
INCREASED
Shares23,380 from 23,075
Change+305 (+1%)
Value$7.1K (-$7.0M)
Filed 2026-10-21
Davenport & Co LLC
INCREASED
Shares23,268 from 4,701
Change+18,567 (+395%)
Value$7.1M (+$5.7M)
Filed 2026-10-14
WJ Wealth Management, LLC
INCREASED
Shares23,224 from 21,727
Change+1,497 (+7%)
Value$7.1M (+$492.3K)
Filed 2026-11-03
YHB Investment Advisors, Inc.
INCREASED
Shares22,352 from 19,750
Change+2,602 (+13%)
Value$6.8M (+$825.7K)
Filed 2026-10-08
Vontobel Holding Ltd.
INCREASED
Shares22,068 from 17,470
Change+4,598 (+26%)
Value$6.7M (+$1.4M)
Filed 2026-10-16
Collaborative Wealth Managment Inc.
DECREASED
Shares21,834 from 22,831
Change-997 (-4%)
Value$6.7M (-$265.7K)
Filed 2026-11-06
New Wave Wealth Advisors LLC
INCREASED
Shares21,824 from 21,040
Change+784 (+4%)
Value$6.7M (+$307.2K)
Filed 2026-10-19
Eddie Patel Inc
DECREASED
Shares21,784 from 22,435
Change-651 (-3%)
Value$6.6M (-$161.0K)
Filed 2026-11-02
SFM, LLC d/b/a Sweeney Financial Advisors
INCREASED
Shares21,638 from 10,299
Change+11,339 (+110%)
Value$6.6M (+$3.5M)
Filed 2026-10-14
High Note Wealth, LLC
INCREASED
Shares21,457 from 21,236
Change+221 (+1%)
Value$6.5M (+$102.8K)
Filed 2026-10-27
Synergy Asset Management, LLC
INCREASED
Shares21,332 from 748
Change+20,584 (+2752%)
Value$6.5M (+$6.3M)
Filed 2026-11-05
Bensler, LLC
INCREASED
Shares21,165 from 20,936
Change+229 (+1%)
Value$6.4M (+$104.5K)
Filed 2026-11-05
Focus Wealth Advisors, LLC
DECREASED
Shares21,152 from 21,473
Change-321 (-1%)
Value$6.4M (-$61.9K)
Filed 2026-10-14
Evolution Wealth Management Inc.
INCREASED
Shares21,092 from 17,301
Change+3,791 (+22%)
Value$6.4M (+$1.2M)
Filed 2026-10-28
Toth Financial Advisory Corp
DECREASED
Shares20,796 from 21,063
Change-267 (-1%)
Value$6.3M (-$46.2K)
Filed 2026-10-08
Westside Investment Management, Inc.
DECREASED
Shares20,640 from 20,799
Change-159 (-1%)
Value$6.3M (-$6.4K)
Filed 2026-11-02
Onyx Bridge Wealth Group LLC
INCREASED
Shares20,027 from 20,021
Change+6 (+0%)
Value$6.1M (+$35.3K)
Filed 2026-10-16
Novem Group
INCREASED
Shares19,953 from 19,552
Change+401 (+2%)
Value$6.1M (+$154.9K)
Filed 2026-10-19
Smith Shellnut Wilson LLC
DECREASED
Shares19,758 from 20,298
Change-540 (-3%)
Value$6.0M (-$130.6K)
Filed 2026-10-21
Prism Advisors, Inc.
DECREASED
Shares19,638 from 22,047
Change-2,409 (-11%)
Value$6.0M (-$634.0K)
Filed 2026-10-09
Three Seasons Wealth, LLC
INCREASED
Shares19,614 from 10,088
Change+9,526 (+94%)
Value$6.0M (+$2.9M)
Filed 2026-11-03
Atlas Private Wealth Advisors
INCREASED
Shares19,482 from 19,270
Change+212 (+1%)
Value$5.9M (+$96.8K)
Filed 2026-10-23
Kingswood Wealth Advisors, LLC
INCREASED
Shares19,261 from 14,108
Change+5,153 (+37%)
Value$5.9M (+$1.6M)
Filed 2026-10-23
Coquina Private Wealth LLC
DECREASED
Shares19,038 from 19,243
Change-205 (-1%)
Value$5.8M (-$30.5K)
Filed 2026-10-27
Shuttleworth & Co
DECREASED
Shares18,983 from 19,034
Change-51 (0%)
Value$5.8M (+$16.3K)
Filed 2026-10-30
Purus Wealth Management, LLC
INCREASED
Shares18,920 from 18,083
Change+837 (+5%)
Value$5.8M (+$285.5K)
Filed 2026-10-15
Avidian Wealth Enterprises, LLC
INCREASED
Shares18,875 from 15,806
Change+3,069 (+19%)
Value$5.8M (+$961.3K)
Filed 2026-10-08
Dynamic Advisor Solutions LLC
DECREASED
Shares18,679 from 18,693
Change-14 (0%)
Value$5.7M (+$26.8K)
Filed 2026-10-13
Luken Investment Analytics, LLC
INCREASED
Shares18,536 from 18,487
Change+49 (+0%)
Value$5.6M (+$45.8K)
Filed 2026-11-06
BankPlus Wealth Management LLC
INCREASED
Shares18,424 from 14,547
Change+3,877 (+27%)
Value$5.6M (+$1.2M)
Filed 2026-10-13
Turning Point Benefit Group, Inc.
INCREASED
Shares18,356 from 17,326
Change+1,030 (+6%)
Value$5.6M (+$406.7K)
Filed 2026-10-28
Money Concepts Capital Corp
INCREASED
Shares18,306 from 14,230
Change+4,076 (+29%)
Value$5.6M (+$1.3M)
Filed 2026-11-06
Rainier Family Wealth Inc
INCREASED
Shares18,245 from 14,383
Change+3,862 (+27%)
Value$5.6M (+$1.2M)
Filed 2026-11-02
Landmark Wealth Management, LLC
INCREASED
Shares17,884 from 16,893
Change+991 (+6%)
Value$5.4M (+$330.1K)
Filed 2026-11-03
AGH Wealth Advisors, LLC
DECREASED
Shares17,703 from 18,418
Change-715 (-4%)
Value$5.4M (-$187.3K)
Filed 2026-10-26
IFP Advisors, Inc
DECREASED
Shares17,482 from 25,302
Change-7,820 (-31%)
Value$5.3M (-$2.3M)
Filed 2026-10-16
Hegarty Advisors, LLC
INCREASED
Shares17,191 from 15,181
Change+2,010 (+13%)
Value$5.2M (+$637.6K)
Filed 2026-10-20
Moneco Advisors, LLC
INCREASED
Shares17,053 from 12,422
Change+4,631 (+37%)
Value$5.2M (+$1.4M)
Filed 2026-11-05
Bright Financial Advisors, Inc.
INCREASED
Shares17,000 from 16,469
Change+531 (+3%)
Value$5.2M (+$188.9K)
Filed 2026-10-23
Meridian Financial Advisors, LLC
INCREASED
Shares16,733 from 16,554
Change+179 (+1%)
Value$5.1M (+$82.2K)
Filed 2026-10-14
National Wealth Management Group, LLC
INCREASED
Shares16,721 from 15,810
Change+911 (+6%)
Value$5.1M (+$303.9K)
Filed 2026-10-26
TD Waterhouse Canada Inc.
INCREASED
Shares16,575 from 5,323
Change+11,252 (+211%)
Value$5.1M (+$3.5M)
Filed 2026-10-16
Allworth Financial LP
INCREASED
Shares16,039 from 15,299
Change+740 (+5%)
Value$4.9M (+$224.1K)
Filed 2026-11-06
Golden State Wealth Management, LLC
INCREASED
Shares15,935 from 14,708
Change+1,227 (+8%)
Value$4.9M (+$398.3K)
Filed 2026-11-02
Keystone Wealth Services, LLC
INCREASED
Shares15,918 from 14,645
Change+1,273 (+9%)
Value$4.8M (+$399.3K)
Filed 2026-11-03
Family Legacy Financial Solutions, LLC
INCREASED
Shares15,775 from 15,470
Change+305 (+2%)
Value$4.8M (+$118.7K)
Filed 2026-10-07
Cassaday & Co Wealth Management LLC
INCREASED
Shares15,598 from 15,201
Change+397 (+3%)
Value$4.8M (+$146.4K)
Filed 2026-10-27
Woodard & Co Asset Management Group Inc
DECREASED
Shares15,490 from 41,422
Change-25,932 (-63%)
Value$4.7M (-$7.8M)
Filed 2026-11-03
AMG National Trust Bank
INCREASED
Shares15,485 from 13,323
Change+2,162 (+16%)
Value$4.7M (+$680.9K)
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED
Shares15,477 from 12,063
Change+3,414 (+28%)
Value$4.7M (+$1.1M)
Filed 2026-11-03
Avalon Capital Management
NEW
Shares15,315
Change+15,315
Value$4.7M
Filed 2026-11-04
Elm3 Financial Group, LLC
INCREASED
Shares15,060 from 14,882
Change+178 (+1%)
Value$4.6M (+$79.2K)
Filed 2026-10-07
Mather Group, Llc.
INCREASED
Shares15,048 from 14,598
Change+450 (+3%)
Value$4.6M (+$161.5K)
Filed 2026-10-14
AlphaCore Capital LLC
DECREASED
Shares14,767 from 16,392
Change-1,625 (-10%)
Value$4.5M (-$467.7K)
Filed 2026-11-04
Crestwood Advisors Group, LLC
INCREASED
Shares14,754 from 11,608
Change+3,146 (+27%)
Value$4.5M (+$977.7K)
Filed 2026-10-27
Lebenthal Global Advisors, LLC
INCREASED
Shares14,520 from 13,602
Change+918 (+7%)
Value$4.4M (+$302.3K)
Filed 2026-10-28
BKM Wealth Management, LLC
DECREASED
Shares14,301 from 15,816
Change-1,515 (-10%)
Value$4.4M (-$435.1K)
Filed 2026-10-22
Mid-American Wealth Advisory Group, Inc.
INCREASED
Shares14,121 from 11,594
Change+2,527 (+22%)
Value$4.3M (+$789.2K)
Filed 2026-10-21
Unique Wealth, LLC
NEW
Shares13,856
Change+13,856
Value$4.2M
Filed 2026-10-16
Valeo Financial Advisors, LLC
INCREASED
Shares13,720 from 10,958
Change+2,762 (+25%)
Value$4.2M (+$859.8K)
Filed 2026-10-08
NWF Advisory Services Inc.
INCREASED
Shares13,693 from 11,721
Change+1,972 (+17%)
Value$4.2M (+$620.3K)
Filed 2026-10-19
Jackson Square Capital, LLC
INCREASED
Shares13,692 from 13,638
Change+54 (+0%)
Value$4.2M (+$39.1K)
Filed 2026-10-19
Iams Wealth Management, LLC
INCREASED
Shares13,529 from 7,630
Change+5,899 (+77%)
Value$4.1M (+$1.8M)
Filed 2026-10-15
Wedbush Securities Inc
INCREASED
Shares13,503 from 12,064
Change+1,439 (+12%)
Value$4.1K (-$3.7M)
Filed 2026-10-22
Garton & Associates Financial Advisors LLC
INCREASED
Shares13,425 from 12,502
Change+923 (+7%)
Value$4.1M (+$302.1K)
Filed 2026-10-30
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares13,415 from 13,522
Change-107 (-1%)
Value$4.1M (-$10.1K)
Filed 2026-10-14
Bank of New Hampshire
INCREASED
Shares12,945 from 12,600
Change+345 (+3%)
Value$3.9M (+$126.1K)
Filed 2026-10-06
Gilbert Capital Group, Inc.
DECREASED
Shares12,859 from 26,751
Change-13,892 (-52%)
Value$3.9M (-$4.2M)
Filed 2026-10-28
Alchemi Wealth, LLC
DECREASED
Shares12,809 from 13,443
Change-634 (-5%)
Value$3.9M (-$170.4K)
Filed 2026-11-04
Flagship Private Wealth, LLC
INCREASED
Shares12,791 from 12,342
Change+449 (+4%)
Value$3.9M (+$157.6K)
Filed 2026-11-05
Austin Wealth Management, LLC
INCREASED
Shares12,781 from 12,702
Change+79 (+1%)
Value$3.9M (+$297.9K)
Filed 2026-11-06
Destiny Capital Corp
DECREASED
Shares12,708 from 13,517
Change-809 (-6%)
Value$3.9M (-$223.9K)
Filed 2026-11-03
Private Trust Co NA
INCREASED
Shares12,650 from 10,306
Change+2,344 (+23%)
Value$3.9M (+$731.3K)
Filed 2026-10-20
Wagner Wealth Management, Corp
INCREASED
Shares12,590 from 11,683
Change+907 (+8%)
Value$3.8M (+$295.8K)
Filed 2026-10-20
Commonwealth Financial Services, LLC
DECREASED
Shares12,547 from 15,226
Change-2,679 (-18%)
Value$3.8M (-$790.9K)
Filed 2026-10-20
Silverlake Wealth Management LLC
DECREASED
Shares12,521 from 12,756
Change-235 (-2%)
Value$3.8M (-$50.1K)
Filed 2026-10-21
Sulzberger Capital Advisors, Inc.
DECREASED
Shares12,380 from 12,777
Change-397 (-3%)
Value$3.8M (-$99.3K)
Filed 2026-10-20
Titleist Asset Management, LLC
INCREASED
Shares12,297 from 9,199
Change+3,098 (+34%)
Value$3.7M (+$959.0K)
Filed 2026-10-08
McElhenny Sheffield Capital Management, LLC
NEW
Shares12,296
Change+12,296
Value$3.7M
Filed 2026-11-06
Rede Wealth, LLC
INCREASED
Shares12,174 from 11,675
Change+499 (+4%)
Value$3.7M (+$171.4K)
Filed 2026-10-22
BCS Wealth Management
DECREASED
Shares12,125 from 12,254
Change-129 (-1%)
Value$3.7M (-$18.8K)
Filed 2026-11-03
Hyposwiss Advisors SA
UNCHANGED
Shares11,780 from 11,780
Change0 (0%)
Value$3.6M (+$19.7K)
Filed 2026-10-26
Apollon Wealth Management, LLC
DECREASED
Shares11,695 from 12,345
Change-650 (-5%)
Value$3.6M (-$177.5K)
Filed 2026-10-23
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED
Shares11,604 from 12,243
Change-639 (-5%)
Value$3.5M (-$174.2K)
Filed 2026-10-20
Canvas Wealth Advisors, LLC
INCREASED
Shares11,517 from 7,238
Change+4,279 (+59%)
Value$3.4M (+$1.2M)
Filed 2026-11-02
Redhawk Wealth Advisors, Inc.
DECREASED
Shares11,433 from 12,177
Change-744 (-6%)
Value$3.5M (-$206.6K)
Filed 2026-10-14
Beam Wealth Advisors, Inc.
DECREASED
Shares11,408 from 12,164
Change-756 (-6%)
Value$3.5M (-$210.1K)
Filed 2026-11-03
Park Avenue Securities LLC
INCREASED
Shares11,365 from 10,486
Change+879 (+8%)
Value$3.5M (+$285.0K)
Filed 2026-10-26
Founders Financial Securities LLC
INCREASED
Shares11,347 from 10,738
Change+609 (+6%)
Value$3.5M (+$203.5K)
Filed 2026-10-28
Third View Private Wealth, LLC
INCREASED
Shares11,251 from 11,233
Change+18 (+0%)
Value$3.4M (+$24.2K)
Filed 2026-10-30
Sagespring Wealth Partners, LLC
INCREASED
Shares11,227 from 11,145
Change+82 (+1%)
Value$3.4M (+$43.7K)
Filed 2026-10-22
Paladin Wealth, LLC
INCREASED
Shares11,221 from 10,670
Change+551 (+5%)
Value$3.4M (+$185.5K)
Filed 2026-10-23
jvl associates llc
INCREASED
Shares11,218 from 11,170
Change+48 (+0%)
Value$3.4M (+$33.3K)
Filed 2026-10-09
Kieckhefer Group LLC
INCREASED
Shares11,171 from 10,480
Change+691 (+7%)
Value$3.4M (+$228.1K)
Filed 2026-10-13
Cornerstone Advisory, LLC
INCREASED
Shares11,047 from 10,532
Change+515 (+5%)
Value$3.4M (+$174.6K)
Filed 2026-11-06
Atticus Wealth Management, LLC
INCREASED
Shares11,005 from 6,120
Change+4,885 (+80%)
Value$3.4M (+$1.5M)
Filed 2026-10-20
Falcon Wealth Planning
INCREASED
Shares10,962 from 10,636
Change+326 (+3%)
Value$3.3M (+$117.0K)
Filed 2026-11-06
First Financial Corp
INCREASED
Shares10,908 from 10,295
Change+613 (+6%)
Value$3.3M (+$203.9K)
Filed 2026-10-13
CFS Investment Advisory Services, LLC
DECREASED
Shares10,845 from 11,395
Change-550 (-5%)
Value$3.4M (+$48.4K)
Filed 2026-10-19
Connecticut Capital Management Group, LLC
DECREASED
Shares10,822 from 11,055
Change-233 (-2%)
Value$3.3M (-$52.7K)
Filed 2026-10-29
Wealth Management Nebraska
DECREASED
Shares10,691 from 10,919
Change-228 (-2%)
Value$3.3M (-$51.3K)
Filed 2026-10-26
Tactive Advisors, LLC
DECREASED
Shares10,630 from 29,459
Change-18,829 (-64%)
Value$3.2M (-$5.7M)
Filed 2026-10-08
SMI Advisory Services, LLC
INCREASED
Shares10,425 from 7,608
Change+2,817 (+37%)
Value$3.2M (+$961.9K)
Filed 2026-10-13
Balentine LLC
UNCHANGED
Shares10,389 from 10,389
Change0 (0%)
Value$3.2M (+$17.4K)
Filed 2026-11-03
Sun Group Wealth Partners
INCREASED
Shares10,099 from 4,684
Change+5,415 (+116%)
Value$3.1M (+$1.7M)
Filed 2026-10-26
Valued Retirements, Inc.
INCREASED
Shares9,894 from 8,822
Change+1,072 (+12%)
Value$3.0M (+$341.3K)
Filed 2026-11-06
Sightline Wealth Advisors, LLC
INCREASED
Shares9,831 from 9,721
Change+110 (+1%)
Value$3.0M (+$49.8K)
Filed 2026-10-21
Strategic Blueprint, LLC
INCREASED
Shares9,804 from 9,701
Change+103 (+1%)
Value$3.0M (+$47.6K)
Filed 2026-10-22
Integrated Advisors Network LLC
DECREASED
Shares9,684 from 10,178
Change-494 (-5%)
Value$3.0M (-$133.5K)
Filed 2026-10-20
Weitzel Financial Services, Inc.
INCREASED
Shares9,681 from 9,065
Change+616 (+7%)
Value$3.0M (+$332.7K)
Filed 2026-10-16
Meridian Wealth Management, LLC
DECREASED
Shares9,512 from 20,440
Change-10,928 (-53%)
Value$2.9M (-$3.3M)
Filed 2026-11-05
Balefire, LLC
NEW
Shares9,491
Change+9,491
Value$2.9M
Filed 2026-10-09
Box Hill Private Wealth LLC
INCREASED
Shares9,367 from 8,102
Change+1,265 (+16%)
Value$2.9M (+$398.8K)
Filed 2026-10-05
Pioneer Family Office, LLC
UNCHANGED
Shares9,350 from 9,350
Change0 (0%)
Value$2.8M (+$15.6K)
Filed 2026-10-30
Comprehensive Wealth Management, LLC
INCREASED
Shares9,349 from 9,287
Change+62 (+1%)
Value$2.8M (+$34.5K)
Filed 2026-11-02
GK Wealth Management LLC
DECREASED
Shares9,316 from 12,440
Change-3,124 (-25%)
Value$2.8M (-$931.3K)
Filed 2026-10-09
Csenge Advisory Group
INCREASED
Shares9,223 from 7,822
Change+1,401 (+18%)
Value$2.8M (+$439.8K)
Filed 2026-11-04
Fifth Third Bancorp
DECREASED
Shares9,214 from 9,499
Change-285 (-3%)
Value$2.8M (-$70.9K)
Filed 2026-11-05
Swmg, LLC
NEW
Shares9,135
Change+9,135
Value$2.7M
Filed 2026-10-23
RDA Financial Network
DECREASED
Shares9,111 from 9,844
Change-733 (-7%)
Value$2.8M (-$206.8K)
Filed 2026-10-15
LexAurum Advisors, LLC
DECREASED
Shares9,109 from 25,842
Change-16,733 (-65%)
Value$2.8M (-$5.1M)
Filed 2026-10-19
Larson Financial Group LLC
INCREASED
Shares9,019 from 6,470
Change+2,549 (+39%)
Value$2.7M (+$787.3K)
Filed 2026-11-05
PFG Advisors
DECREASED
Shares9,008 from 14,160
Change-5,152 (-36%)
Value$2.7M (-$1.5M)
Filed 2026-10-16
Redwood Family Wealth LLC
INCREASED
Shares8,943 from 8,678
Change+265 (+3%)
Value$2.7M (+$95.0K)
Filed 2026-10-20
Root Financial Partners, LLC
DECREASED
Shares8,822 from 10,119
Change-1,297 (-13%)
Value$2.7M (-$378.1K)
Filed 2026-10-21
Certuity, LLC
INCREASED
Shares8,659 from 8,420
Change+239 (+3%)
Value$2.6M (+$87.1K)
Filed 2026-11-02
Savant Capital, LLC
INCREASED
Shares8,534 from 8,366
Change+168 (+2%)
Value$2.6M (+$70.7K)
Filed 2026-11-06
Brandywine OAK Private Wealth LLC
DECREASED
Shares8,482 from 8,489
Change-7 (0%)
Value$2.6M (+$12.0K)
Filed 2026-10-23
Curtis Advisory Group, LLC
INCREASED
Shares8,429 from 8,273
Change+156 (+2%)
Value$2.6M (+$61.3K)
Filed 2026-10-28
Hanseatic Management Services Inc
DECREASED
Shares8,316 from 10,487
Change-2,171 (-21%)
Value$2.5M (-$643.9K)
Filed 2026-10-27
Evanson Financial, LLC
INCREASED
Shares8,296 from 8,288
Change+8 (+0%)
Value$2.5M (+$16.4K)
Filed 2026-10-23
Intrua Financial, LLC
INCREASED
Shares8,240 from 7,153
Change+1,087 (+15%)
Value$2.5M (+$343.1K)
Filed 2026-10-28
Optima Capital LLC
INCREASED
Shares8,225 from 4,793
Change+3,432 (+72%)
Value$2.5M (+$1.1M)
Filed 2026-10-29
IFS Advisors, LLC
NEW
Shares8,167
Change+8,167
Value$2.5M
Filed 2026-10-14
Fortitude Financial, LLC
NEW
Shares8,135
Change+8,135
Value$2.5M
Filed 2026-10-19
Advus Financial Partners, LLC
INCREASED
Shares8,032 from 7,438
Change+594 (+8%)
Value$2.4M (+$193.5K)
Filed 2026-10-20
Kellett Wealth Advisors, LLC
INCREASED
Shares7,980 from 6,850
Change+1,130 (+17%)
Value$2.4M (+$355.6K)
Filed 2026-10-15
Comprehensive Financial Planning, Inc.
INCREASED
Shares7,939 from 7,861
Change+78 (+1%)
Value$2.4M (+$37.1K)
Filed 2026-10-27
Fifth Third Securities, Inc.
INCREASED
Shares7,882 from 6,360
Change+1,522 (+24%)
Value$2.4M (+$474.3K)
Filed 2026-10-21
Global Financial Private Client, LLC
INCREASED
Shares7,826 from 7,807
Change+19 (+0%)
Value$2.4M (+$18.8K)
Filed 2026-10-15
Blvd Private Wealth, LLC
INCREASED
Shares7,817 from 6,782
Change+1,035 (+15%)
Value$2.4M (+$326.6K)
Filed 2026-10-14
Crescent Grove Advisors, LLC
UNCHANGED
Shares7,795 from 7,795
Change0 (0%)
Value$2.4M (+$13.1K)
Filed 2026-10-21
AdvisorNet Financial, Inc
DECREASED
Shares7,783 from 8,979
Change-1,196 (-13%)
Value$2.3M (-$384.5K)
Filed 2026-10-15
Seros Financial, LLC
INCREASED
Shares7,774 from 7,683
Change+91 (+1%)
Value$2.4M (+$40.6K)
Filed 2026-10-21
Tanglewood Wealth Management, Inc.
INCREASED
Shares7,688 from 5,556
Change+2,132 (+38%)
Value$2.3M (+$658.8K)
Filed 2026-10-23
Belvedere Trading LLC
NEW
Shares7,573
Change+7,573
Value$2.3M
Filed 2026-11-05
Legacy Wealth Partners, LLC
NEW
Shares7,525
Change+7,525
Value$2.3M
Filed 2026-10-15
Summit Financial Consulting LLC
DECREASED
Shares7,522 from 22,796
Change-15,274 (-67%)
Value$2.3M (-$4.6M)
Filed 2026-10-15
CRA Financial Services, LLC
INCREASED
Shares7,492 from 6,878
Change+614 (+9%)
Value$2.3M (+$198.6K)
Filed 2026-10-16
Goldstein Advisors, LLC
DECREASED
Shares7,440 from 7,471
Change-31 (0%)
Value$2.3M (+$3.0K)
Filed 2026-10-15
Trinity Wealth Management, LLC
INCREASED
Shares7,424 from 6,897
Change+527 (+8%)
Value$2.3M (+$172.1K)
Filed 2026-10-13
Strong Tower Advisory Services
INCREASED
Shares7,407 from 7,137
Change+270 (+4%)
Value$2.3M (+$94.2K)
Filed 2026-10-13
Clear Creek Financial Management, LLC
INCREASED
Shares7,377 from 5,969
Change+1,408 (+24%)
Value$2.2M (+$439.0K)
Filed 2026-10-28
Northbridge Financial Group, LLC
INCREASED
Shares7,338 from 6,192
Change+1,146 (+19%)
Value$2.3M (+$419.2K)
Filed 2026-11-05
CPR Investments Inc.
INCREASED
Shares7,291 from 3,427
Change+3,864 (+113%)
Value$2.2M (+$1.2M)
Filed 2026-10-26
GenTrust, LLC
DECREASED
Shares7,275 from 24,170
Change-16,895 (-70%)
Value$2.2M (-$5.1M)
Filed 2026-11-06
Emerald Advisors, LLC
DECREASED
Shares7,226 from 7,469
Change-243 (-3%)
Value$2.2M (-$61.5K)
Filed 2026-10-13
Chicago Partners Investment Group LLC
INCREASED
Shares7,125 from 4,412
Change+2,713 (+61%)
Value$2.1M (+$809.2K)
Filed 2026-10-27
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares7,093 from 6,777
Change+316 (+5%)
Value$2.2M (+$107.5K)
Filed 2026-10-16
Compound Planning, Inc.
INCREASED
Shares7,070 from 5,951
Change+1,119 (+19%)
Value$2.2M (+$350.7K)
Filed 2026-11-05
Relyea Zuckerberg Hanson LLC
INCREASED
Shares7,018 from 7,013
Change+5 (+0%)
Value$2.1M (+$13.3K)
Filed 2026-10-20
Fulcrum Equity Management
NEW
Shares7,017
Change+7,017
Value$2.1M
Filed 2026-10-21
Fisher Asset Management, LLC
INCREASED
Shares6,882 from 4,866
Change+2,016 (+41%)
Value$2.1M (+$622.2K)
Filed 2026-11-06
Triumph Capital Management
INCREASED
Shares6,875 from 6,208
Change+667 (+11%)
Value$2.1M (+$213.6K)
Filed 2026-10-14
Summit Wealth Group LLC / Co
INCREASED
Shares6,745 from 6,355
Change+390 (+6%)
Value$2.1M (+$129.3K)
Filed 2026-10-29
Arsenal Capital Advisors LLC
INCREASED
Shares6,662 from 5,610
Change+1,052 (+19%)
Value$2.0M (+$330.0K)
Filed 2026-11-02
Resonant Capital Advisors, LLC
UNCHANGED
Shares6,661 from 6,661
Change0 (0%)
Value$2.0M (+$11.1K)
Filed 2026-10-15
BXM Wealth LLC
UNCHANGED
Shares6,569 from 6,569
Change0 (0%)
Value$2.0M (+$11.0K)
Filed 2026-11-03
Stonehearth Capital Management, LLC
DECREASED
Shares6,457 from 24,543
Change-18,086 (-74%)
Value$2.0M (-$5.5M)
Filed 2026-10-13
OxenFree Capital LLC
INCREASED
Shares6,452 from 6,213
Change+239 (+4%)
Value$2.0M (+$202.7K)
Filed 2026-10-07
Wedmont Private Capital
DECREASED
Shares6,444 from 6,518
Change-74 (-1%)
Value$2.0M (+$36.8K)
Filed 2026-10-09
TrueWealth Advisors, LLC
INCREASED
Shares6,421 from 6,286
Change+135 (+2%)
Value$2.0M (+$51.5K)
Filed 2026-10-09
Elevation Point Wealth Partners, LLC
INCREASED
Shares6,412 from 2,105
Change+4,307 (+205%)
Value$2.0M (+$1.3M)
Filed 2026-11-05
Aldebaran Financial Inc.
INCREASED
Shares6,398 from 4,104
Change+2,294 (+56%)
Value$1.9M (+$705.7K)
Filed 2026-11-06
Colonial River Investments, LLC
INCREASED
Shares6,394 from 6,195
Change+199 (+3%)
Value$1.9M (+$70.7K)
Filed 2026-10-19
Cottage Street Advisors LLC
INCREASED
Shares6,244 from 3,440
Change+2,804 (+82%)
Value$1.9M (+$859.8K)
Filed 2026-10-19
Capital Investment Advisors, LLC
INCREASED
Shares6,170 from 3,920
Change+2,250 (+57%)
Value$1.9M (+$691.7K)
Filed 2026-10-22
Mascagni Wealth Management, Inc.
INCREASED
Shares6,150 from 6,005
Change+145 (+2%)
Value$1.9M (+$54.2K)
Filed 2026-10-23
Kennicott Capital Management LLC
DECREASED
Shares6,137 from 6,205
Change-68 (-1%)
Value$1.9M (-$10.4K)
Filed 2026-10-16
Hutchens & Kramer Investment Management Group, LLC
NEW
Shares6,093
Change+6,093
Value$1.9M
Filed 2026-10-16
Fort Washington Investment Advisors Inc
UNCHANGED
Shares6,033 from 6,033
Change0 (0%)
Value$1.8M (+$10.1K)
Filed 2026-10-15
Facet Wealth, Inc.
INCREASED
Shares5,878 from 3,809
Change+2,069 (+54%)
Value$1.8M (+$636.6K)
Filed 2026-11-04
Marble Harbor Investment Counsel, LLC
UNCHANGED
Shares5,801 from 5,801
Change0 (0%)
Value$1.8M (+$9.7K)
Filed 2026-11-06
Investment Planning Advisors, Inc.
DECREASED
Shares5,794 from 101,440
Change-95,646 (-94%)
Value$1.8M (-$29.0M)
Filed 2026-10-14
Quartz Partners, LLC
INCREASED
Shares5,756 from 5,379
Change+377 (+7%)
Value$1.8M (+$124.0K)
Filed 2026-11-03
6th Street Advisors, LLC
DECREASED
Shares5,749 from 5,752
Change-3 (0%)
Value$1.8M (+$8.7K)
Filed 2026-10-14
Pacific Asset Management, LLC
INCREASED
Shares5,741 from 5,486
Change+255 (+5%)
Value$1.7M (+$86.9K)
Filed 2026-10-15
AlphaStar Capital Management, LLC
INCREASED
Shares5,740 from 3,698
Change+2,042 (+55%)
Value$1.7M (+$628.2K)
Filed 2026-10-16
Financial & Tax Architects, LLC
DECREASED
Shares5,637 from 6,249
Change-612 (-10%)
Value$1.7M (-$175.9K)
Filed 2026-10-15
Ipsen Advisor Group LLC
DECREASED
Shares5,627 from 5,670
Change-43 (-1%)
Value$1.7M (-$3.6K)
Filed 2026-10-29
Opulen Financial Group LLC
INCREASED
Shares5,521 from 5,517
Change+4 (+0%)
Value$1.7M (+$10.2K)
Filed 2026-10-22
MFG Investments, LLC
NEW
Shares5,510
Change+5,510
Value$1.7M
Filed 2026-10-30
Bulwark Capital Corp
INCREASED
Shares5,473 from 2,591
Change+2,882 (+111%)
Value$1.7M (+$882.3K)
Filed 2026-10-13
Revisor Wealth Management LLC
INCREASED
Shares5,428 from 4,876
Change+552 (+11%)
Value$1.6M (+$142.7K)
Filed 2026-10-20
Flavin Financial Services, Inc.
DECREASED
Shares5,424 from 6,039
Change-615 (-10%)
Value$1.7M (-$177.3K)
Filed 2026-10-21
Uptick Partners, LLC
INCREASED
Shares5,385 from 5,021
Change+364 (+7%)
Value$1.6M (+$119.4K)
Filed 2026-11-04
Sharkey, Howes & Javer
UNCHANGED
Shares5,384 from 5,384
Change0 (0%)
Value$1.6M (+$9.1K)
Filed 2026-10-22
Russell Investments Group, Ltd.
INCREASED
Shares5,345 from 5,299
Change+46 (+1%)
Value$1.6M (+$23.5K)
Filed 2026-11-06
Beacon Capital Management, Inc.
NEW
Shares5,310
Change+5,310
Value$1.6M
Filed 2026-10-13
Cape Investment Advisory, Inc.
INCREASED
Shares5,300 from 4,937
Change+363 (+7%)
Value$1.6M (+$119.1K)
Filed 2026-10-13
Zega Investments, LLC
DECREASED
Shares5,220 from 5,391
Change-171 (-3%)
Value$1.6M (-$43.1K)
Filed 2026-11-04
Foster Victor Wealth Advisors, LLC
DECREASED
Shares5,177 from 12,287
Change-7,110 (-58%)
Value$1.5M (-$2.1M)
Filed 2026-10-21
Parallel Advisors, LLC
DECREASED
Shares5,173 from 5,204
Change-31 (-1%)
Value$1.6M (-$1.0K)
Filed 2026-11-03
Modera Wealth Management, LLC
INCREASED
Shares5,155 from 3,900
Change+1,255 (+32%)
Value$1.6M (+$388.7K)
Filed 2026-10-28
Herbst Group, LLC
INCREASED
Shares5,115 from 2,059
Change+3,056 (+148%)
Value$1.6M (+$934.5K)
Filed 2026-10-20
Integrity Alliance, Llc.
INCREASED
Shares5,115 from 4,843
Change+272 (+6%)
Value$1.6M (+$90.8K)
Filed 2026-10-29
Moors & Cabot, Inc.
DECREASED
Shares5,096 from 5,928
Change-832 (-14%)
Value$1.6M (-$243.4K)
Filed 2026-11-06
Independent Wealth Network Inc.
INCREASED
Shares5,071 from 4,582
Change+489 (+11%)
Value$1.5M (+$156.8K)
Filed 2026-10-19
Nadler Financial Group, Inc.
DECREASED
Shares5,063 from 6,158
Change-1,095 (-18%)
Value$1.5M (-$323.3K)
Filed 2026-10-23
Smart Wealth LLC
INCREASED
Shares5,050 from 3,616
Change+1,434 (+40%)
Value$1.5M (+$442.7K)
Filed 2026-11-04
Nicholas Wealth, Llc.
INCREASED
Shares5,039 from 4,981
Change+58 (+1%)
Value$1.5M (+$25.8K)
Filed 2026-10-26
Rockingstone Advisors LLC
DECREASED
Shares5,033 from 5,108
Change-75 (-1%)
Value$1.5M (-$14.3K)
Filed 2026-10-16
Bullock Wealth Management Group
INCREASED
Shares4,975 from 4,788
Change+187 (+4%)
Value$1.5M (+$90.3K)
Filed 2026-10-09
Renasant Bank
DECREASED
Shares4,929 from 5,181
Change-252 (-5%)
Value$1.5M (-$68.1K)
Filed 2026-11-05
SeaCrest Wealth Management, LLC
INCREASED
Shares4,917 from 3,231
Change+1,686 (+52%)
Value$1.5M (+$519.0K)
Filed 2026-10-21
NorthCrest Asset Manangement, LLC
INCREASED
Shares4,880 from 4,629
Change+251 (+5%)
Value$1.5M (+$123.9K)
Filed 2026-10-13
Everest Financial Group LLC
INCREASED
Shares4,876 from 2,261
Change+2,615 (+116%)
Value$1.5M (+$800.4K)
Filed 2026-11-06
Dedeker Financial LLC
INCREASED
Shares4,858 from 4,849
Change+9 (+0%)
Value$1.5M (+$10.8K)
Filed 2026-10-23
Soltis Investment Advisors LLC
INCREASED
Shares4,854 from 3,622
Change+1,232 (+34%)
Value$1.5M (+$381.4K)
Filed 2026-10-28
Beacon Financial Advisory LLC
DECREASED
Shares4,831 from 5,152
Change-321 (-6%)
Value$1.5M (-$89.2K)
Filed 2026-10-16
Retirement Planning Co of New England, Inc.
INCREASED
Shares4,789 from 4,373
Change+416 (+10%)
Value$1.5M (+$134.0K)
Filed 2026-10-15
Advisor Resource Council
INCREASED
Shares4,789 from 4,668
Change+121 (+3%)
Value$1.5M (+$101.8K)
Filed 2026-11-05
Fortune Financial Group, Inc.
INCREASED
Shares4,681 from 4,311
Change+370 (+9%)
Value$1.4M (+$120.1K)
Filed 2026-10-22
Legacy Private Trust Co.
INCREASED
Shares4,654 from 4,621
Change+33 (+1%)
Value$1.4M (+$17.8K)
Filed 2026-10-06
Orba Wealth Advisors, L.L.C.
INCREASED
Shares4,610 from 3,310
Change+1,300 (+39%)
Value$1.4M (+$401.6K)
Filed 2026-10-23
Blue Water Asset Management
INCREASED
Shares4,550 from 4,509
Change+41 (+1%)
Value$1.4M (+$20.1K)
Filed 2026-11-04
Abound Wealth Management
DECREASED
Shares4,548 from 4,703
Change-155 (-3%)
Value$1.4M (-$39.3K)
Filed 2026-10-26
Capital Investment Advisory Services, LLC
DECREASED
Shares4,434 from 4,492
Change-58 (-1%)
Value$1.3M (-$13.4K)
Filed 2026-10-30
Birch Financial Group, LLC
DECREASED
Shares4,403 from 4,622
Change-219 (-5%)
Value$1.3M (-$59.1K)
Filed 2026-10-27
Firestone Capital Management
INCREASED
Shares4,376 from 3,792
Change+584 (+15%)
Value$1.3M (+$184.3K)
Filed 2026-11-03
City State Bank
DECREASED
Shares4,373 from 5,980
Change-1,607 (-27%)
Value$1.3M (-$479.6K)
Filed 2026-10-20
Lanark Financial, Inc.
INCREASED
Shares4,359 from 1,502
Change+2,857 (+190%)
Value$1.3M (+$872.9K)
Filed 2026-10-26
AGP Franklin, LLC
INCREASED
Shares4,354 from 3,505
Change+849 (+24%)
Value$1.3M (+$264.5K)
Filed 2026-11-04
Simplicity Wealth,LLC
DECREASED
Shares4,319 from 4,778
Change-459 (-10%)
Value$1.3M (-$131.8K)
Filed 2026-10-23
Tillman Hartley LLC
NEW
Shares4,312
Change+4,312
Value$1.3M
Filed 2026-11-06
Traynor Capital Management, Inc.
INCREASED
Shares4,285 from 3,377
Change+908 (+27%)
Value$1.3M (+$282.4K)
Filed 2026-10-29
MW Advisory, LLC
DECREASED
Shares4,235 from 4,655
Change-420 (-9%)
Value$1.3M (-$120.2K)
Filed 2026-10-19
Clearstead Trust, LLC
INCREASED
Shares4,209 from 2,707
Change+1,502 (+55%)
Value$1.3M (+$462.1K)
Filed 2026-11-06
CDM Financial Counseling Services, Inc.
INCREASED
Shares4,203 from 4,032
Change+171 (+4%)
Value$1.3M (+$58.8K)
Filed 2026-10-15
Cynosure Group, LLC
NEW
Shares4,197
Change+4,197
Value$1.3M
Filed 2026-11-03
Equity Wealth Partners, LLC
INCREASED
Shares4,194 from 3,830
Change+364 (+10%)
Value$1.3M (+$117.1K)
Filed 2026-10-26
Lighthouse Wealth Management Inc.
INCREASED
Shares4,098 from 3,090
Change+1,008 (+33%)
Value$1.2M (+$312.3K)
Filed 2026-10-13
Lord & Richards Wealth Management, LLC
DECREASED
Shares4,056 from 4,927
Change-871 (-18%)
Value$1.2M (-$257.3K)
Filed 2026-10-14
Nations Financial Group Inc,
INCREASED
Shares4,049 from 4,001
Change+48 (+1%)
Value$1.2M (+$21.3K)
Filed 2026-11-05
Indivisible Partners
INCREASED
Shares4,049 from 4,044
Change+5 (+0%)
Value$1.2M (+$8.4K)
Filed 2026-10-26
Quad-Cities Investment Group, LLC
INCREASED
Shares4,008 from 3,503
Change+505 (+14%)
Value$1.2M (+$159.7K)
Filed 2026-10-16
Krilogy Financial LLC
INCREASED
Shares3,956 from 3,576
Change+380 (+11%)
Value$1.2M (+$131.8K)
Filed 2026-10-13
FSM Wealth Advisors, LLC
DECREASED
Shares3,898 from 3,933
Change-35 (-1%)
Value$1.2M (+$8.4K)
Filed 2026-10-27
Endowment Wealth Management, Inc.
INCREASED
Shares3,875 from 3,040
Change+835 (+27%)
Value$1.2M (+$259.4K)
Filed 2026-11-03
Well Done, LLC
INCREASED
Shares3,838 from 3,424
Change+414 (+12%)
Value$1.2M (+$131.8K)
Filed 2026-10-20
Mystic Asset Management, Inc.
INCREASED
Shares3,786 from 3,270
Change+516 (+16%)
Value$1.2M (+$162.7K)
Filed 2026-10-15
Dhjj Financial Advisors, Ltd.
INCREASED
Shares3,780 from 3,427
Change+353 (+10%)
Value$1.2M (+$113.3K)
Filed 2026-10-23
Spire Wealth Management
DECREASED
Shares3,758 from 5,742
Change-1,984 (-35%)
Value$1.1M (-$595.0K)
Filed 2026-10-30
Brighton Jones LLC
INCREASED
Shares3,756 from 2,837
Change+919 (+32%)
Value$1.1M (+$284.8K)
Filed 2026-11-03
Taylor Financial Group, Inc.
INCREASED
Shares3,750 from 3,565
Change+185 (+5%)
Value$1.1M (+$62.3K)
Filed 2026-11-02
Goodman Advisory Group, LLC
DECREASED
Shares3,719 from 4,065
Change-346 (-9%)
Value$1.1M (-$98.6K)
Filed 2026-11-02
Shoker Investment Counsel, Inc.
DECREASED
Shares3,700 from 3,730
Change-30 (-1%)
Value$1.1M (-$2.9K)
Filed 2026-11-04
Milestone Asset Management Group, LLC
INCREASED
Shares3,677 from 3,262
Change+415 (+13%)
Value$1.1M (+$132.1K)
Filed 2026-10-20
Ares Financial Consulting, LLC
INCREASED
Shares3,676 from 3,673
Change+3 (+0%)
Value$1.1M (+$7.1K)
Filed 2026-10-19
TSG Advice Partners, LLC
NEW
Shares3,621
Change+3,621
Value$1.1M
Filed 2026-10-29
TopTier Wealth Management, LLC
INCREASED
Shares3,593 from 1,915
Change+1,678 (+88%)
Value$1.1M (+$514.2K)
Filed 2026-10-16
XML Financial, LLC
INCREASED
Shares3,588 from 1,573
Change+2,015 (+128%)
Value$1.1M (+$616.5K)
Filed 2026-10-29
Blue Line Capital, LLC / IL
INCREASED
Shares3,562 from 3,231
Change+331 (+10%)
Value$1.1M (+$106.3K)
Filed 2026-11-04
Centerpoint Advisory Group
DECREASED
Shares3,491 from 3,547
Change-56 (-2%)
Value$1.1M (-$11.1K)
Filed 2026-10-23
Creative Financial Designs Inc
INCREASED
Shares3,431 from 1,249
Change+2,182 (+175%)
Value$1.0M (+$666.8K)
Filed 2026-11-04
Nikulski Financial, Inc.
INCREASED
Shares3,395 from 2,791
Change+604 (+22%)
Value$1.0M (+$188.6K)
Filed 2026-11-06
Bright Futures Wealth Management, Llc.
INCREASED
Shares3,363 from 3,147
Change+216 (+7%)
Value$1.0M (+$71.1K)
Filed 2026-10-23
Diversified Management Inc
UNCHANGED
Shares3,340 from 3,340
Change0 (0%)
Value$1.0M (+$5.6K)
Filed 2026-10-08
Focused Alpha, LLC
INCREASED
Shares3,306 from 2,939
Change+367 (+12%)
Value$1.0M (+$116.8K)
Filed 2026-10-20
First Nebraska Trust Co
INCREASED
Shares3,274 from 1,990
Change+1,284 (+65%)
Value$997.3K (+$394.4K)
Filed 2026-10-30
Legacy Solutions, LLC
UNCHANGED
Shares3,261 from 3,261
Change0 (0%)
Value$993.4K (+$5.4K)
Filed 2026-10-07
Tempus Wealth Planning, LLC
DECREASED
Shares3,239 from 3,277
Change-38 (-1%)
Value$986.7K (-$6.1K)
Filed 2026-10-14
Entrewealth, LLC
INCREASED
Shares3,186 from 2,988
Change+198 (+7%)
Value$970.6K (+$91.3K)
Filed 2026-10-14
Saxony Capital Management, LLC
INCREASED
Shares3,179 from 1,560
Change+1,619 (+104%)
Value$968.3K (+$495.7K)
Filed 2026-10-15
Crusonia Wealth Advisors LLC
DECREASED
Shares3,151 from 3,490
Change-339 (-10%)
Value$960.0K (-$97.3K)
Filed 2026-10-26
Perennial Advisors, LLC
INCREASED
Shares3,111 from 805
Change+2,306 (+286%)
Value$947.7K (+$703.8K)
Filed 2026-10-13
Venture Visionary Partners LLC
DECREASED
Shares3,109 from 5,030
Change-1,921 (-38%)
Value$947.2K (-$576.8K)
Filed 2026-10-07
Aspirean Wealth, LLC
INCREASED
Shares3,068 from 1,794
Change+1,274 (+71%)
Value$934.6K (+$391.1K)
Filed 2026-11-03
Reality Financial Planning Services, LLC
UNCHANGED
Shares3,037 from 3,037
Change0 (0%)
Value$925.2K (+$5.1K)
Filed 2026-11-03
Daviman Financial, LLC
INCREASED
Shares3,036 from 3,020
Change+16 (+1%)
Value$925.0K (+$9.9K)
Filed 2026-11-06
Fiduciary Alliance LLC
DECREASED
Shares3,007 from 3,562
Change-555 (-16%)
Value$915.9K (-$163.1K)
Filed 2026-10-13
PKS Advisory Services, LLC
UNCHANGED
Shares2,984 from 2,984
Change0 (0%)
Value$903.8K ($0)
Filed 2026-10-26
Robinswood Financial LLC
DECREASED
Shares2,977 from 3,474
Change-497 (-14%)
Value$880.4K (-$172.2K)
Filed 2026-10-20
Peachtree Investment Partners, LLC
DECREASED
Shares2,975 from 3,192
Change-217 (-7%)
Value$906.3K (-$60.8K)
Filed 2026-11-05
Segment Wealth Management, LLC
INCREASED
Shares2,971 from 2,326
Change+645 (+28%)
Value$905.1K (+$200.4K)
Filed 2026-10-26
Trust Co of Toledo NA
INCREASED
Shares2,953 from 2,883
Change+70 (+2%)
Value$899.6K (+$26.1K)
Filed 2026-10-16
Braeburn Wealth Management LLC
INCREASED
Shares2,878 from 2,825
Change+53 (+2%)
Value$876.7K (+$20.6K)
Filed 2026-10-15
Washington Trust Advisors, Inc.
UNCHANGED
Shares2,865 from 2,865
Change0 (0%)
Value$872.8K (+$4.8K)
Filed 2026-10-22
Assetmark, Inc
INCREASED
Shares2,830 from 1,709
Change+1,121 (+66%)
Value$862.2K (+$344.4K)
Filed 2026-10-21
Naples Global Advisors, LLC
INCREASED
Shares2,819 from 2,759
Change+60 (+2%)
Value$858.7K (+$22.9K)
Filed 2026-11-05
Madrona Financial Services, LLC
DECREASED
Shares2,817 from 2,827
Change-10 (0%)
Value$858.2K (+$1.7K)
Filed 2026-10-23
Sound Income Strategies, LLC
DECREASED
Shares2,814 from 2,848
Change-34 (-1%)
Value$866.4K (+$3.6K)
Filed 2026-10-09
Jacobi Capital Management LLC
INCREASED
Shares2,811 from 2,257
Change+554 (+25%)
Value$856.2K (+$172.3K)
Filed 2026-11-05
RIA Advisory Group LLC
DECREASED
Shares2,799 from 5,513
Change-2,714 (-49%)
Value$852.8K (-$817.5K)
Filed 2026-10-15
EverSource Wealth Advisors, LLC
DECREASED
Shares2,797 from 2,889
Change-92 (-3%)
Value$851.8K (-$23.3K)
Filed 2026-11-04
HB Wealth Management, LLC
INCREASED
Shares2,748 from 2,636
Change+112 (+4%)
Value$837.1K (+$38.2K)
Filed 2026-10-23
Gaddis Premier Wealth Advisors LLC
DECREASED
Shares2,741 from 3,274
Change-533 (-16%)
Value$835.0K (-$157.0K)
Filed 2026-10-29
OceanIQ Capital, LLC
INCREASED
Shares2,708 from 1,370
Change+1,338 (+98%)
Value$829.0K (+$423.7K)
Filed 2026-10-19
Legacy Capital Wealth Partners, LLC
NEW
Shares2,698
Change+2,698
Value$821.9K
Filed 2026-10-21
Integras Partners LLC
DECREASED
Shares2,679 from 3,699
Change-1,020 (-28%)
Value$816.1K (-$304.6K)
Filed 2026-10-30
Cidel Asset Management Inc
INCREASED
Shares2,662 from 2,628
Change+34 (+1%)
Value$811.0K (+$14.7K)
Filed 2026-10-29
Columbia Asset Management
UNCHANGED
Shares2,631 from 2,631
Change0 (0%)
Value$801.5K (+$4.4K)
Filed 2026-10-19
Stillwater Wealth Management Group
INCREASED
Shares2,629 from 2,615
Change+14 (+1%)
Value$800.8K (+$8.5K)
Filed 2026-10-21
Washington Trust Co
INCREASED
Shares2,607 from 2,182
Change+425 (+19%)
Value$794.2K (+$133.1K)
Filed 2026-10-22
Archer Investment Corp
INCREASED
Shares2,593 from 2,534
Change+59 (+2%)
Value$789.9K (+$22.2K)
Filed 2026-11-05
Dutch Asset Corp
INCREASED
Shares2,550 from 2,271
Change+279 (+12%)
Value$777.1K (+$88.8K)
Filed 2026-10-20
Beaumont Financial Advisors, LLC
INCREASED
Shares2,543 from 2,529
Change+14 (+1%)
Value$774.8K (+$8.5K)
Filed 2026-10-22
Northwest Financial Advisors
DECREASED
Shares2,538 from 2,635
Change-97 (-4%)
Value$773.3K (-$25.1K)
Filed 2026-10-27
Barclays PLC
INCREASED
Shares2,466 from 2,068
Change+398 (+19%)
Value$751.2K (+$124.7K)
Filed 2026-11-06
Ashton Thomas Securities, LLC
DECREASED
Shares2,454 from 3,219
Change-765 (-24%)
Value$747.7K (-$227.5K)
Filed 2026-10-26
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares2,452 from 1,696
Change+756 (+45%)
Value$747.1K (+$233.2K)
Filed 2026-10-27
Gen-Wealth Partners Inc
INCREASED
Shares2,443 from 2,415
Change+28 (+1%)
Value$744.2K (+$12.5K)
Filed 2026-11-04
Principle Wealth Partners LLC
INCREASED
Shares2,425 from 1,779
Change+646 (+36%)
Value$738.9K (+$199.9K)
Filed 2026-11-02
Matauro, LLC
NEW
Shares2,399
Change+2,399
Value$730.7K
Filed 2026-11-03
Summit Global Investments
INCREASED
Shares2,390 from 1,963
Change+427 (+22%)
Value$728.0K (+$133.0K)
Filed 2026-10-28
Mlp3, LLC
NEW
Shares2,386
Change+2,386
Value$726.8K
Filed 2026-10-22
Embree Financial Group
DECREASED
Shares2,360 from 2,736
Change-376 (-14%)
Value$718.8K (-$110.1K)
Filed 2026-10-22
Mesirow Financial Investment Management, Inc.
INCREASED
Shares2,357 from 2,074
Change+283 (+14%)
Value$718.5K (+$90.0K)
Filed 2026-11-05
Robertson Stephens Wealth Management, LLC
INCREASED
Shares2,282 from 1,858
Change+424 (+23%)
Value$695.2K (+$132.3K)
Filed 2026-10-16
WealthPlan Investment Management, LLC
DECREASED
Shares2,258 from 2,551
Change-293 (-11%)
Value$687.9K (-$85.1K)
Filed 2026-10-15
ETF Portfolio Partners, Inc.
DECREASED
Shares2,227 from 2,269
Change-42 (-2%)
Value$678.5K (-$9.0K)
Filed 2026-10-22
FF Advisors,LLC
UNCHANGED
Shares2,216 from 2,216
Change0 (0%)
Value$675.1K (+$3.7K)
Filed 2026-10-21
World Equity Group, Inc.
DECREASED
Shares2,167 from 2,215
Change-48 (-2%)
Value$660.3K (-$11.6K)
Filed 2026-10-14
Asset Dedication, LLC
INCREASED
Shares2,128 from 2,075
Change+53 (+3%)
Value$648.1K (+$19.4K)
Filed 2026-11-03
Santori & Peters, Inc.
INCREASED
Shares2,116 from 2,086
Change+30 (+1%)
Value$644.8K (+$12.8K)
Filed 2026-10-26
Sensible Money, LLC
INCREASED
Shares2,107 from 2,070
Change+37 (+2%)
Value$642.0K (+$14.8K)
Filed 2026-10-20
Accretive Wealth Partners, LLC
UNCHANGED
Shares2,103 from 2,103
Change0 (0%)
Value$640.7K (+$3.5K)
Filed 2026-11-06
Accurate Wealth Management, LLC
DECREASED
Shares2,102 from 2,524
Change-422 (-17%)
Value$643.5K (-$110.4K)
Filed 2026-10-20
Thayer Partners, LLC / MA
INCREASED
Shares2,080 from 1,837
Change+243 (+13%)
Value$633.6K (+$77.0K)
Filed 2026-11-06
DSG Capital Advisors, LLC
DECREASED
Shares2,060 from 2,231
Change-171 (-8%)
Value$627.6K (-$33.5K)
Filed 2026-11-05
Peak Financial Advisors LLC
DECREASED
Shares2,056 from 2,926
Change-870 (-30%)
Value$626.4K (-$260.2K)
Filed 2026-10-28
Avaii Wealth Management, LLC
INCREASED
Shares2,036 from 1,976
Change+60 (+3%)
Value$628.6K (+$29.9K)
Filed 2026-10-09
Liberty Atlantic Advisors LLC
INCREASED
Shares2,034 from 1,402
Change+632 (+45%)
Value$619.8K (+$195.0K)
Filed 2026-10-14
Private Client Services, LLC
DECREASED
Shares2,026 from 3,692
Change-1,666 (-45%)
Value$617.1K (-$501.3K)
Filed 2026-10-02
BlueChip Wealth Advisors LLC
INCREASED
Shares2,005 from 2,000
Change+5 (+0%)
Value$610.8K (+$4.9K)
Filed 2026-11-03
Sunpointe, LLC
DECREASED
Shares1,999 from 2,249
Change-250 (-11%)
Value$609.0K (-$72.4K)
Filed 2026-10-22
Choreo, LLC
INCREASED
Shares1,986 from 1,035
Change+951 (+92%)
Value$605.0K (+$291.3K)
Filed 2026-10-28
Register Financial Advisors LLC
INCREASED
Shares1,961 from 1,165
Change+796 (+68%)
Value$597.5K (+$244.6K)
Filed 2026-10-23
Yelin Lapidot Holdings Management Ltd.
DECREASED
Shares1,960 from 3,406
Change-1,446 (-42%)
Value$597.1K (-$434.8K)
Filed 2026-10-26
Opal Wealth Advisors, LLC
INCREASED
Shares1,958 from 1,713
Change+245 (+14%)
Value$596.5K (+$77.5K)
Filed 2026-10-16
Guidance Capital, Inc
INCREASED
Shares1,922 from 1,486
Change+436 (+29%)
Value$539.1K (+$107.3K)
Filed 2026-11-03
Nfsg Corp
INCREASED
Shares1,921 from 1,449
Change+472 (+33%)
Value$585.2K (+$146.2K)
Filed 2026-10-15
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED
Shares1,908 from 1,577
Change+331 (+21%)
Value$564.0K (+$106.0K)
Filed 2026-10-21
Spectrum Strategic Capital Management, LLC
DECREASED
Shares1,906 from 2,231
Change-325 (-15%)
Value$580.6K (-$95.3K)
Filed 2026-10-22
Howard Financial Services, Ltd.
DECREASED
Shares1,894 from 2,032
Change-138 (-7%)
Value$576.9K (-$38.7K)
Filed 2026-10-15
Obermeyer Wealth Partners
DECREASED
Shares1,881 from 2,357
Change-476 (-20%)
Value$572.9K (-$141.2K)
Filed 2026-10-21
Durante & Waters, LLC
INCREASED
Shares1,875 from 1,873
Change+2 (+0%)
Value$571.1K (+$3.7K)
Filed 2026-10-28
Fulton Breakefield Broenniman LLC
NEW
Shares1,855
Change+1,855
Value$565.0K
Filed 2026-11-03
Whalen Wealth Management Inc.
DECREASED
Shares1,831 from 2,845
Change-1,014 (-36%)
Value$557.8K (-$304.2K)
Filed 2026-10-08
Kraft, Davis & Associates, LLC
DECREASED
Shares1,830 from 2,246
Change-416 (-19%)
Value$543.2K (-$111.4K)
Filed 2026-10-21
KWB Wealth
INCREASED
Shares1,823 from 1,821
Change+2 (+0%)
Value$555.4K (+$3.6K)
Filed 2026-10-16
Elevated Capital Advisors, LLC
DECREASED
Shares1,800 from 1,832
Change-32 (-2%)
Value$548.4K (-$6.7K)
Filed 2026-11-04
IPG Investment Advisors LLC
DECREASED
Shares1,796 from 1,928
Change-132 (-7%)
Value$547.1K (-$37.0K)
Filed 2026-10-30
Seven Hills Financial, LLC
NEW
Shares1,795
Change+1,795
Value$546.8K
Filed 2026-10-13
Kathmere Capital Management, LLC
INCREASED
Shares1,791 from 1,763
Change+28 (+2%)
Value$545.6K (+$11.5K)
Filed 2026-10-20
Partners Wealth Management, LLC
NEW
Shares1,790
Change+1,790
Value$545.4K
Filed 2026-10-28
Fifth Third Wealth Advisors LLC
DECREASED
Shares1,782 from 1,808
Change-26 (-1%)
Value$542.9K (-$4.9K)
Filed 2026-10-22
Planned Solutions, Inc.
UNCHANGED
Shares1,754 from 1,754
Change0 (0%)
Value$534.3K (+$2.9K)
Filed 2026-10-19
Higgins & Schmidt Wealth Strategies LLC
DECREASED
Shares1,745 from 1,766
Change-21 (-1%)
Value$531.6K (-$3.4K)
Filed 2026-10-26
Insight Advisors, LLC/ PA
NEW
Shares1,742
Change+1,742
Value$530.6K
Filed 2026-10-22
NovaPoint Capital, LLC
INCREASED
Shares1,732 from 1,452
Change+280 (+19%)
Value$527.8K (+$87.9K)
Filed 2026-10-22
Silverleafe Capital Partners, LLC
DECREASED
Shares1,730 from 1,870
Change-140 (-7%)
Value$527.0K (-$39.5K)
Filed 2026-10-02
Ridgewood Investments LLC
DECREASED
Shares1,706 from 1,786
Change-80 (-4%)
Value$519.8K (-$21.4K)
Filed 2026-10-05
Acute Investment Advisory, LLC
DECREASED
Shares1,688 from 1,712
Change-24 (-1%)
Value$514.2K (-$4.5K)
Filed 2026-10-16
MSH Capital Advisors LLC
NEW
Shares1,671
Change+1,671
Value$509.0K
Filed 2026-11-03
Parcion Private Wealth LLC
UNCHANGED
Shares1,671 from 1,671
Change0 (0%)
Value$509.1K (+$2.8K)
Filed 2026-10-28
SimpliFi, Inc.
INCREASED
Shares1,656 from 1,654
Change+2 (+0%)
Value$504.5K (+$3.3K)
Filed 2026-10-28
Old National Bancorp
DECREASED
Shares1,652 from 1,907
Change-255 (-13%)
Value$503.3K (-$74.5K)
Filed 2026-10-20
LJI Wealth Management, LLC
INCREASED
Shares1,650 from 1,472
Change+178 (+12%)
Value$502.8K (+$56.7K)
Filed 2026-10-28
Capital Square, LLC
INCREASED
Shares1,647 from 1,345
Change+302 (+22%)
Value$502.0K (+$100.0K)
Filed 2026-10-19
ETF Store, Inc.
INCREASED
Shares1,637 from 1,595
Change+42 (+3%)
Value$498.8K (+$15.4K)
Filed 2026-10-19
Fairway Wealth LLC
INCREASED
Shares1,626 from 754
Change+872 (+116%)
Value$495.3K (+$266.7K)
Filed 2026-10-30
Allspring Global Investments Holdings, LLC
INCREASED
Shares1,608 from 1,372
Change+236 (+17%)
Value$496.9K (+$93.2K)
Filed 2026-11-04
Freedom Financial Partners LLC
INCREASED
Shares1,600 from 1,598
Change+2 (+0%)
Value$487.3K (+$3.1K)
Filed 2026-10-19
Fiduciary Financial Group, LLC
UNCHANGED
Shares1,580 from 1,580
Change0 (0%)
Value$481.2K (+$2.6K)
Filed 2026-10-13
Cullen T Bankers, Inc.
DECREASED
Shares1,550 from 1,598
Change-48 (-3%)
Value$472.0K (-$12.1K)
Filed 2026-10-28
Capital CS Group, LLC
INCREASED
Shares1,542 from 808
Change+734 (+91%)
Value$469.6K (+$225.0K)
Filed 2026-10-29
BankPlus Trust Department
INCREASED
Shares1,534 from 737
Change+797 (+108%)
Value$467.3K (+$244.0K)
Filed 2026-11-06
Kanawha Capital Management LLC
NEW
Shares1,518
Change+1,518
Value$462.6K
Filed 2026-10-19
Baxter Bros Inc
INCREASED
Shares1,517 from 898
Change+619 (+69%)
Value$462.1K (+$190.1K)
Filed 2026-11-04
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares1,512 from 1,512
Change0 (0%)
Value$460.6K (+$2.5K)
Filed 2026-10-23
Rakuten Securities, Inc.
INCREASED
Shares1,508 from 1,110
Change+398 (+36%)
Value$459.4K (+$123.1K)
Filed 2026-11-02
Sheets Smith Wealth Management
INCREASED
Shares1,505 from 1,496
Change+9 (+1%)
Value$458.5K (+$5.2K)
Filed 2026-10-16
Clear Point Advisors Inc.
INCREASED
Shares1,504 from 913
Change+591 (+65%)
Value$458.2K (+$181.6K)
Filed 2026-10-30
Gamma Investing LLC
INCREASED
Shares1,495 from 1,150
Change+345 (+30%)
Value$455.4K (+$107.0K)
Filed 2026-10-08
Mills Wealth Advisors LLC
INCREASED
Shares1,487 from 1,456
Change+31 (+2%)
Value$453.1K (+$12.1K)
Filed 2026-10-22
BostonPremier Wealth LLC
INCREASED
Shares1,481 from 1,380
Change+101 (+7%)
Value$451.1K (+$33.1K)
Filed 2026-10-16
Transce3nd, LLC
NEW
Shares1,462
Change+1,462
Value$436.6K
Filed 2026-10-26
JSF Financial, LLC
DECREASED
Shares1,454 from 1,545
Change-91 (-6%)
Value$443.0K (-$25.1K)
Filed 2026-10-22
Ridgecrest Wealth Partners, LLC
INCREASED
Shares1,449 from 1,434
Change+15 (+1%)
Value$441.4K (+$7.0K)
Filed 2026-10-19
HUB Investment Partners, LLC
DECREASED
Shares1,448 from 2,384
Change-936 (-39%)
Value$441.0K (-$281.2K)
Filed 2026-11-03
Unique Wealth Strategies, LLC
UNCHANGED
Shares1,438 from 1,438
Change0 (0%)
Value$435.6K ($0)
Filed 2026-10-13
VCI Wealth Management LLC
INCREASED
Shares1,433 from 1,364
Change+69 (+5%)
Value$436.5K (+$23.3K)
Filed 2026-10-29
Noesis Capital Mangement Corp
INCREASED
Shares1,426 from 1,262
Change+164 (+13%)
Value$434.4K (+$52.1K)
Filed 2026-10-26
RMR Wealth Builders
DECREASED
Shares1,425 from 1,921
Change-496 (-26%)
Value$434.1K (-$147.8K)
Filed 2026-10-22
First National Trust Co
INCREASED
Shares1,425 from 1,400
Change+25 (+2%)
Value$434.1K (+$10.0K)
Filed 2026-10-28
Avid Wealth Partners LLC
NEW
Shares1,423
Change+1,423
Value$433.6K
Filed 2026-11-03
Willow Creek Wealth Management Inc.
NEW
Shares1,419
Change+1,419
Value$432.4K
Filed 2026-10-26
Sanchez Wealth Management Group
DECREASED
Shares1,412 from 17,897
Change-16,485 (-92%)
Value$430.2K (-$5.0M)
Filed 2026-11-02
Apella Capital, LLC
INCREASED
Shares1,411 from 1,143
Change+268 (+23%)
Value$440.1K (+$106.1K)
Filed 2026-10-08
Joel Isaacson & Co., LLC
DECREASED
Shares1,400 from 1,500
Change-100 (-7%)
Value$426.6K (-$27.8K)
Filed 2026-11-05
Southland Equity Partners LLC
UNCHANGED
Shares1,386 from 1,386
Change0 (0%)
Value$422.2K (+$2.3K)
Filed 2026-10-14
Certified Advisory Corp
DECREASED
Shares1,380 from 1,574
Change-194 (-12%)
Value$420.3K (-$56.7K)
Filed 2026-10-29
Langley Wealth Management, LLC
INCREASED
Shares1,377 from 1,012
Change+365 (+36%)
Value$419.5K (+$112.9K)
Filed 2026-11-04
Titan Investment Management LLC
NEW
Shares1,364
Change+1,364
Value$415.6K
Filed 2026-10-22
Old Port Advisors
INCREASED
Shares1,357 from 1,356
Change+1 (+0%)
Value$413.5K (+$2.6K)
Filed 2026-10-23
O'Connor Financial Group LLC
INCREASED
Shares1,352 from 1,336
Change+16 (+1%)
Value$411.9K (+$7.1K)
Filed 2026-10-26
Share Andrew L.
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$411.3K (+$2.3K)
Filed 2026-11-06
Bailard, Inc.
NEW
Shares1,332
Change+1,332
Value$405.8K
Filed 2026-10-13
Integrity Advisory Solutions, LLC
DECREASED
Shares1,332 from 1,395
Change-63 (-5%)
Value$405.9K (-$17.0K)
Filed 2026-10-29
MBE Wealth Management, LLC
INCREASED
Shares1,330 from 1,122
Change+208 (+19%)
Value$405.3K (+$65.4K)
Filed 2026-10-26
Bryant Woods Investment Advisors, LLC
INCREASED
Shares1,326 from 939
Change+387 (+41%)
Value$403.7K (+$119.3K)
Filed 2026-10-26
Clark Asset Management, LLC
INCREASED
Shares1,309 from 1,308
Change+1 (+0%)
Value$398.8K (+$2.5K)
Filed 2026-10-19
Altus Wealth Group LLC
DECREASED
Shares1,290 from 5,841
Change-4,551 (-78%)
Value$393.0K (-$1.4M)
Filed 2026-10-20
Base Wealth Management LLC
INCREASED
Shares1,271 from 1,246
Change+25 (+2%)
Value$387.1K (+$9.7K)
Filed 2026-10-21
CWA Asset Management Group, LLC
INCREASED
Shares1,270 from 1,024
Change+246 (+24%)
Value$387.0K (+$76.7K)
Filed 2026-10-19
BIP Wealth, LLC
DECREASED
Shares1,258 from 1,552
Change-294 (-19%)
Value$383.2K (-$87.1K)
Filed 2026-10-22
Financial Synergies Wealth Advisors, Inc.
UNCHANGED
Shares1,256 from 1,256
Change0 (0%)
Value$382.6K (+$2.1K)
Filed 2026-10-16
Members Wealth LLC
INCREASED
Shares1,252 from 1,138
Change+114 (+10%)
Value$390.5K (+$45.8K)
Filed 2026-10-20
DecisionPoint Financial, LLC
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$382.0K (+$8.7K)
Filed 2026-10-27
WBI Investments, LLC
DECREASED
Shares1,248 from 11,725
Change-10,477 (-89%)
Value$380.2K (-$3.2M)
Filed 2026-11-05
Mission Wealth Management, LP
DECREASED
Shares1,246 from 4,913
Change-3,667 (-75%)
Value$379.5K (-$1.1M)
Filed 2026-10-15
Valmark Advisers, Inc.
INCREASED
Shares1,242 from 1,203
Change+39 (+3%)
Value$378.3K (+$13.8K)
Filed 2026-11-06
OpenArc Corporate Advisory, LLC
INCREASED
Shares1,235 from 690
Change+545 (+79%)
Value$376.2K (+$167.2K)
Filed 2026-10-21
AMI Investment Management Inc
NEW
Shares1,224
Change+1,224
Value$372.9K
Filed 2026-10-27
Ledgewood Wealth Advisors, LLC
INCREASED
Shares1,220 from 1,218
Change+2 (+0%)
Value$371.6K (+$2.6K)
Filed 2026-10-09
Fragasso Financial Advisors Inc
INCREASED
Shares1,219 from 835
Change+384 (+46%)
Value$377.1K (+$124.2K)
Filed 2026-10-13
Oxler Private Wealth LLC
UNCHANGED
Shares1,191 from 1,191
Change0 (0%)
Value$362.8K (+$2.0K)
Filed 2026-10-21
TCI Wealth Advisors, Inc.
UNCHANGED
Shares1,190 from 1,190
Change0 (0%)
Value$362.5K (+$2.0K)
Filed 2026-10-30
Stonebridge Financial Group, LLC
INCREASED
Shares1,187 from 1,156
Change+31 (+3%)
Value$361.7K (+$11.5K)
Filed 2026-10-01
Compass Ion Advisors, LLC
INCREASED
Shares1,179 from 666
Change+513 (+77%)
Value$359.3K (+$157.5K)
Filed 2026-10-23
Signaturefd, LLC
DECREASED
Shares1,174 from 1,189
Change-15 (-1%)
Value$357.5K (-$2.7K)
Filed 2026-10-23
Parsons Capital Management Inc
DECREASED
Shares1,151 from 1,171
Change-20 (-2%)
Value$350.6K (-$4.1K)
Filed 2026-10-28
Eagle Wealth Advisors LLC
NEW
Shares1,149
Change+1,149
Value$350.0K
Filed 2026-10-20
LongView Wealth Management
INCREASED
Shares1,143 from 1,083
Change+60 (+6%)
Value$348.2K (+$20.1K)
Filed 2026-10-19
Wealth Dimensions Group, Ltd.
INCREASED
Shares1,129 from 1,052
Change+77 (+7%)
Value$344.1K (+$25.4K)
Filed 2026-11-02
SteelPeak Wealth, LLC
INCREASED
Shares1,112 from 1,019
Change+93 (+9%)
Value$338.9K (+$30.1K)
Filed 2026-10-16
Fortress Financial Group, LLC
INCREASED
Shares1,106 from 1,099
Change+7 (+1%)
Value$336.8K (+$3.9K)
Filed 2026-10-21
Samalin Investment Counsel, LLC
INCREASED
Shares1,104 from 1,099
Change+5 (+0%)
Value$336.3K (+$3.3K)
Filed 2026-10-23
Purewater Capital LLC
INCREASED
Shares1,099 from 1,098
Change+1 (+0%)
Value$334.7K (+$1.9K)
Filed 2026-10-23
Pinnacle Associates LTD
INCREASED
Shares1,094 from 894
Change+200 (+22%)
Value$333.3K (+$62.6K)
Filed 2026-10-20
Arista Wealth Management, LLC
INCREASED
Shares1,094 from 1,026
Change+68 (+7%)
Value$333.1K (+$22.4K)
Filed 2026-10-29
American Institute for Advanced Investment Management, LLP
UNCHANGED
Shares1,086 from 1,086
Change0 (0%)
Value$331.0K (+$1.8K)
Filed 2026-11-03
Earned Wealth Advisors, LLC
NEW
Shares1,071
Change+1,071
Value$326.2K
Filed 2026-11-06
Watershed Private Wealth LLC
DECREASED
Shares1,071 from 1,073
Change-2 (0%)
Value$326.3K (+$1.2K)
Filed 2026-10-30
Droms Strauss Advisors Inc
INCREASED
Shares1,063 from 1,062
Change+1 (+0%)
Value$323.8K (+$2.1K)
Filed 2026-11-03
Fermata Advisors, LLC
DECREASED
Shares1,062 from 1,477
Change-415 (-28%)
Value$323.5K (-$123.9K)
Filed 2026-10-13
Radnor Capital Management, LLC
NEW
Shares1,060
Change+1,060
Value$322.9K
Filed 2026-10-23
Iron Financial LLC
INCREASED
Shares1,050 from 1,046
Change+4 (+0%)
Value$319.7K (+$2.8K)
Filed 2026-10-23
McAdam, LLC
DECREASED
Shares1,028 from 1,504
Change-476 (-32%)
Value$313.3K (-$142.5K)
Filed 2026-10-21
Transcendent Capital Group LLC
DECREASED
Shares1,026 from 1,047
Change-21 (-2%)
Value$312.6K (-$4.6K)
Filed 2026-10-28
Soundwatch Capital LLC
UNCHANGED
Shares1,022 from 1,022
Change0 (0%)
Value$315.5K (+$5.9K)
Filed 2026-11-04
Advisory Advocates, LLC
DECREASED
Shares1,005 from 1,194
Change-189 (-16%)
Value$306.2K (-$55.6K)
Filed 2026-11-05
Ironwood Financial, llc
UNCHANGED
Shares998 from 998
Change0 (0%)
Value$304.0K (+$11.6K)
Filed 2026-10-20
Flagstar Securities, Inc
DECREASED
Shares991 from 1,337
Change-346 (-26%)
Value$301.9K (-$103.4K)
Filed 2026-10-15
Symphony Financial, Ltd. Co.
INCREASED
Shares990 from 851
Change+139 (+16%)
Value$301.8K (+$44.3K)
Filed 2026-10-22
Foresight Capital Management Advisors, Inc.
DECREASED
Shares978 from 1,024
Change-46 (-4%)
Value$297.9K (-$12.3K)
Filed 2026-10-27
Cedar Mountain Advisors, LLC
UNCHANGED
Shares969 from 969
Change0 (0%)
Value$295.2K (+$1.6K)
Filed 2026-10-15
Burns Matteson Capital Management, LLC
DECREASED
Shares961 from 994
Change-33 (-3%)
Value$292.8K (-$8.4K)
Filed 2026-10-16
Global Assets Advisory, LLC
INCREASED
Shares952 from 848
Change+104 (+12%)
Value$295.9K (+$41.9K)
Filed 2026-10-28
ARK & TLK Investments, LLC
UNCHANGED
Shares950 from 950
Change0 (0%)
Value$289.4K (+$1.6K)
Filed 2026-10-20
West Wealth Group, LLC
INCREASED
Shares944 from 943
Change+1 (+0%)
Value$287.7K (+$1.9K)
Filed 2026-10-14
Telos Capital Management, Inc.
NEW
Shares939
Change+939
Value$286.1K
Filed 2026-11-02
Longview Financial Advisors, Inc.
DECREASED
Shares938 from 939
Change-1 (0%)
Value$286.0K (+$1.6K)
Filed 2026-10-09
RM Financial Services, LLC
DECREASED
Shares936 from 956
Change-20 (-2%)
Value$285.1K (-$4.5K)
Filed 2026-11-03
Baker Avenue Asset Management, LP
NEW
Shares922
Change+922
Value$280.9K
Filed 2026-11-06
Community Bank & Trust, Waco, Texas
NEW
Shares921
Change+921
Value$281
Filed 2026-10-19
Shepherd Financial Partners LLC
UNCHANGED
Shares920 from 920
Change0 (0%)
Value$280.3K (+$1.5K)
Filed 2026-11-03
Collaborative Capital Advisors LLC
UNCHANGED
Shares915 from 915
Change0 (0%)
Value$278.7K (+$1.5K)
Filed 2026-11-06
Core Wealth Partners LLC
INCREASED
Shares913 from 902
Change+11 (+1%)
Value$278.1K (+$5.0K)
Filed 2026-11-02
Cadent Capital Advisors, LLC
DECREASED
Shares911 from 1,656
Change-745 (-45%)
Value$277.4K (-$224.4K)
Filed 2026-10-09
BAM Wealth Management, LLC
NEW
Shares909
Change+909
Value$276.9K
Filed 2026-10-15
Argyle Capital Partners, LLC
NEW
Shares893
Change+893
Value$272.0K
Filed 2026-10-23
Floyd Financial Group LLC
DECREASED
Shares892 from 900
Change-8 (-1%)
Value$273.1K (+$6.4K)
Filed 2026-10-28
Stanley-Laman Group, Ltd.
UNCHANGED
Shares891 from 891
Change0 (0%)
Value$271.4K (+$1.5K)
Filed 2026-10-20
Legacy Advisory Services, LLC
NEW
Shares884
Change+884
Value$269.3K
Filed 2026-10-20
Ridgeline Wealth Planning, LLC
DECREASED
Shares877 from 893
Change-16 (-2%)
Value$267.2K (-$3.4K)
Filed 2026-10-29
Castleview Partners, LLC
NEW
Shares869
Change+869
Value$264.9K
Filed 2026-10-09
Innovative Wealth Building LLC
NEW
Shares862
Change+862
Value$262.6K
Filed 2026-10-14
Goldenstone Wealth Management LLC
INCREASED
Shares860 from 857
Change+3 (+0%)
Value$262.1K (+$2.5K)
Filed 2026-11-04
Balboa Wealth Partners
INCREASED
Shares848 from 788
Change+60 (+8%)
Value$258.3K (+$19.6K)
Filed 2026-10-20
Cypress Wealth Services, LLC
INCREASED
Shares842 from 838
Change+4 (+0%)
Value$263.5K (+$9.6K)
Filed 2026-10-21
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares840 from 1,213
Change-373 (-31%)
Value$255.9K (-$111.8K)
Filed 2026-10-14
Waterfront Wealth Inc.
UNCHANGED
Shares840 from 840
Change0 (0%)
Value$248.2K (-$2.8K)
Filed 2026-11-03
Convergence Financial, LLC
NEW
Shares836
Change+836
Value$254.7K
Filed 2026-10-27
Concord Wealth Partners
DECREASED
Shares835 from 1,312
Change-477 (-36%)
Value$254.4K (-$143.1K)
Filed 2026-11-02
Plante Moran Financial Advisors, LLC
DECREASED
Shares834 from 987
Change-153 (-15%)
Value$254.1K (-$45.0K)
Filed 2026-11-04
Copper Harbor Investment Advisors, LLC
NEW
Shares832
Change+832
Value$253.5K
Filed 2026-10-16
Strong Retirement Solutions LLC
NEW
Shares832
Change+832
Value$253.5K
Filed 2026-10-07
Oakworth Capital, Inc.
DECREASED
Shares830 from 1,336
Change-506 (-38%)
Value$252.9K (-$151.8K)
Filed 2026-10-26
Leo Wealth, LLC
NEW
Shares822
Change+822
Value$250.4K
Filed 2026-10-26
Triad Wealth Partners, LLC
NEW
Shares821
Change+821
Value$250.2K
Filed 2026-10-26
Acorn Wealth Advisors, LLC
NEW
Shares812
Change+812
Value$247.4K
Filed 2026-10-19
Magnus Financial Group LLC
NEW
Shares807
Change+807
Value$246.0K
Filed 2026-10-21
Strategic Planning Group, LLC
NEW
Shares794
Change+794
Value$242.2K
Filed 2026-10-22
Brown Miller Wealth Management, LLC
UNCHANGED
Shares794 from 794
Change0 (0%)
Value$241.9K (+$1.3K)
Filed 2026-11-02
Latitude Advisors, LLC
NEW
Shares793
Change+793
Value$241.6K
Filed 2026-10-27
Joseph P. Lucia & Associates, LLC
NEW
Shares792
Change+792
Value$241.2K
Filed 2026-10-30
Brooklyn FI, LLC
INCREASED
Shares785 from 7
Change+778 (+11114%)
Value$223.7K (+$221.6K)
Filed 2026-11-05
Baker Boyer National Bank
INCREASED
Shares773 from 734
Change+39 (+5%)
Value$235.5K (+$13.1K)
Filed 2026-11-05
Hofer & Associates. Inc
NEW
Shares769
Change+769
Value$234.3K
Filed 2026-10-13
RED Crane Wealth Management, LLC
INCREASED
Shares769 from 732
Change+37 (+5%)
Value$234.3K (+$12.6K)
Filed 2026-10-14
Long Island Wealth Management, Inc.
UNCHANGED
Shares765 from 765
Change0 (0%)
Value$233.1K (+$1.3K)
Filed 2026-10-20
Matrix Asset Advisors Inc
UNCHANGED
Shares763 from 763
Change0 (0%)
Value$232.4K (+$1.3K)
Filed 2026-10-13
Winch Advisory Services, LLC
NEW
Shares752
Change+752
Value$229.0K
Filed 2026-11-06
Wiser Wealth Management, Inc
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$228.5K (+$1.3K)
Filed 2026-10-14
International Private Wealth Advisors LLC
NEW
Shares745
Change+745
Value$227.1K
Filed 2026-11-05
Advisor OS, LLC
DECREASED
Shares740 from 1,027
Change-287 (-28%)
Value$225.5K (-$85.7K)
Filed 2026-11-03
Occidental Asset Management, LLC
UNCHANGED
Shares736 from 736
Change0 (0%)
Value$224.2K (+$1.2K)
Filed 2026-11-05
Artesa Financial Group, LLC
DECREASED
Shares735 from 750
Change-15 (-2%)
Value$223.9K (-$3.3K)
Filed 2026-10-29
Tannin Capital LLC
UNCHANGED
Shares729 from 729
Change0 (0%)
Value$222.1K (+$1.2K)
Filed 2026-11-05
WealthCare Investment Partners, LLC
UNCHANGED
Shares722 from 722
Change0 (0%)
Value$220.1K (+$1.4K)
Filed 2026-11-05
Curran Financial Partners, LLC
DECREASED
Shares716 from 792
Change-76 (-10%)
Value$218.1K (-$21.8K)
Filed 2026-11-04
Allen Mooney & Barnes Investment Advisors LLC
NEW
Shares715
Change+715
Value$217.7K
Filed 2026-10-08
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares715 from 715
Change0 (0%)
Value$217.8K (+$1.2K)
Filed 2026-10-05
TCP Asset Management, LLC
NEW
Shares704
Change+704
Value$217.3K
Filed 2026-10-14
Avantax Planning Partners, Inc.
DECREASED
Shares704 from 864
Change-160 (-19%)
Value$214.6K (-$47.2K)
Filed 2026-11-03
XY Planning Network, Inc.
NEW
Shares700
Change+700
Value$213.2K
Filed 2026-10-14
Pier 88 Investment Partners LLC
NEW
Shares700
Change+700
Value$213.2K
Filed 2026-11-06
Heritage Investors Management Corp
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$213.0K (+$1.0K)
Filed 2026-10-29
Trust Co of Vermont
INCREASED
Shares698 from 666
Change+32 (+5%)
Value$212.6K (+$10.9K)
Filed 2026-10-21
Bryn Mawr Trust Advisors, LLC
NEW
Shares696
Change+696
Value$212.1K
Filed 2026-11-04
Blue Trust, Inc.
DECREASED
Shares689 from 1,417
Change-728 (-51%)
Value$210.0K (-$219.2K)
Filed 2026-10-15
First Security Investment Management, Inc.
UNCHANGED
Shares689 from 689
Change0 (0%)
Value$210.0K (+$1.4K)
Filed 2026-11-05
Pinnacle Wealth Management Advisory Group, LLC
NEW
Shares679
Change+679
Value$206.8K
Filed 2026-10-23
Global Trust Wealth Management LLC
DECREASED
Shares678 from 708
Change-30 (-4%)
Value$206.5K (-$8.0K)
Filed 2026-10-14
First Citizens Bank & Trust Co
NEW
Shares675
Change+675
Value$205.6K
Filed 2026-10-14
Souders Financial Advisors
NEW
Shares672
Change+672
Value$204.7K
Filed 2026-11-03
FWG Investments, Llc.
NEW
Shares664
Change+664
Value$202.4K
Filed 2026-11-03
Evermay Wealth Management LLC
INCREASED
Shares664 from 72
Change+592 (+822%)
Value$202.1K (+$180.3K)
Filed 2026-11-05
Westco Advisory Services Inc
NEW
Shares659
Change+659
Value$200.8K
Filed 2026-10-14
Armstrong Advisory Group, Inc
DECREASED
Shares620 from 645
Change-25 (-4%)
Value$188.9K (-$6.5K)
Filed 2026-10-09
First Premier Bank
UNCHANGED
Shares611 from 611
Change0 (0%)
Value$186 (+$1)
Filed 2026-10-13
American National Bank & Trust
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$182.8K (+$1.0K)
Filed 2026-10-07
Blue Bell Private Wealth Management, LLC
NEW
Shares571
Change+571
Value$173.9K
Filed 2026-10-29
West Paces Advisors Inc.
INCREASED
Shares522 from 520
Change+2 (+0%)
Value$159.0K (+$1.5K)
Filed 2026-10-13
RMG Wealth Management LLC
NEW
Shares506
Change+506
Value$146.8K
Filed 2026-10-26
Signature Resources Capital Management, LLC
UNCHANGED
Shares497 from 497
Change0 (0%)
Value$151.4K (+$832)
Filed 2026-10-16
Key FInancial Inc
UNCHANGED
Shares466 from 466
Change0 (0%)
Value$142.0K (+$778)
Filed 2026-11-02
Hazlett, Burt & Watson, Inc.
DECREASED
Shares464 from 468
Change-4 (-1%)
Value$127.0K (-$1)
Filed 2026-11-04
Richardson Capital Management LLC
INCREASED
Shares454 from 442
Change+12 (+3%)
Value$138.4K (+$4.5K)
Filed 2026-10-23
Pacific Center for Financial Services
INCREASED
Shares444 from 443
Change+1 (+0%)
Value$135.2K (+$874)
Filed 2026-10-15
Heritage Family Offices, LLP
NEW
Shares421
Change+421
Value$128.2K
Filed 2026-11-02
Rossby Financial, LCC
INCREASED
Shares400 from 101
Change+299 (+296%)
Value$121.8K (+$91.3K)
Filed 2026-11-05
Provenance Wealth Advisors, LLC
NEW
Shares390
Change+390
Value$118.8K
Filed 2026-10-30
Payden & Rygel
UNCHANGED
Shares390 from 390
Change0 (0%)
Value$119.0K (+$1.0K)
Filed 2026-10-28
Nova Financial LLC
NEW
Shares383
Change+383
Value$116.7K
Filed 2026-11-04
Parkside Financial Bank & Trust
DECREASED
Shares343 from 458
Change-115 (-25%)
Value$104.4K (-$34.5K)
Filed 2026-10-27
Avion Wealth
UNCHANGED
Shares331 from 331
Change0 (0%)
Value$100.0K ($0)
Filed 2026-11-04
Investors Research Corp
INCREASED
Shares326 from 127
Change+199 (+157%)
Value$99.3K (+$60.8K)
Filed 2026-10-07
Prudent Man Investment Management, Inc.
NEW
Shares323
Change+323
Value$98.4K
Filed 2026-11-03
Financial Management Professionals, Inc.
INCREASED
Shares320 from 319
Change+1 (+0%)
Value$97.3K (+$632)
Filed 2026-10-23
Global Trust Asset Management, LLC
INCREASED
Shares307 from 306
Change+1 (+0%)
Value$93.5K (+$815)
Filed 2026-10-19
Robbins Farley
INCREASED
Shares300 from 280
Change+20 (+7%)
Value$91.4K (+$6.6K)
Filed 2026-10-21
Activest Wealth Management
INCREASED
Shares295 from 294
Change+1 (+0%)
Value$89.8K (+$583)
Filed 2026-10-15
Signature Equity Partners, LLC
INCREASED
Shares293 from 261
Change+32 (+12%)
Value$89.3K (+$10.2K)
Filed 2026-10-29
Hurley Capital, LLC
INCREASED
Shares288 from 229
Change+59 (+26%)
Value$87.9K (+$18.4K)
Filed 2026-11-05
Valued Wealth Advisors LLC
UNCHANGED
Shares277 from 277
Change0 (0%)
Value$84.4K (+$463)
Filed 2026-11-05
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares266 from 237
Change+29 (+12%)
Value$81.0K (+$9.3K)
Filed 2026-10-15
Clearstead Advisors, LLC
INCREASED
Shares264 from 187
Change+77 (+41%)
Value$80.4K (+$23.8K)
Filed 2026-11-06
Tsfg, LLC
UNCHANGED
Shares259 from 259
Change0 (0%)
Value$79 (-$77.9K)
Filed 2026-10-23
United Community Bank
NEW
Shares255
Change+255
Value$77.7K
Filed 2026-10-28
UMB Bank, n.a.
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$76.2K (+$417)
Filed 2026-11-06
Montag A & Associates Inc
NEW
Shares249
Change+249
Value$75.9K
Filed 2026-10-29
Monetary Solutions, Ltd
UNCHANGED
Shares237 from 237
Change0 (0%)
Value$72.2K (+$396)
Filed 2026-10-22
Align Financial, LLC
UNCHANGED
Shares212 from 212
Change0 (0%)
Value$64.6K (+$354)
Filed 2026-10-16
Wagner Wealth Management, LLC
INCREASED
Shares210 from 8
Change+202 (+2525%)
Value$64.0K (+$61.6K)
Filed 2026-10-21
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$64.0K (+$351)
Filed 2026-10-16
Realta Investment Advisors
NEW
Shares209
Change+209
Value$63.8K
Filed 2026-10-14
Bank & Trust Co
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$54.8K (+$300)
Filed 2026-10-07
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares177 from 177
Change0 (0%)
Value$53.9K (+$296)
Filed 2026-10-23
Hughes Financial Services, LLC
UNCHANGED
Shares176 from 176
Change0 (0%)
Value$51.8K (-$1.5K)
Filed 2026-10-30
Trust Co
DECREASED
Shares173 from 213
Change-40 (-19%)
Value$52.8K (-$11.8K)
Filed 2026-10-09
Blueline Advisors LLC
NEW
Shares171
Change+171
Value$52.1K
Filed 2026-10-15
SJS Investment Consulting Inc.
UNCHANGED
Shares167 from 167
Change0 (0%)
Value$50.9K (+$280)
Filed 2026-10-26
Owl Creek Wealth Partners LLC
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$43.4K (+$282)
Filed 2026-10-20
Pflug Koory, LLC
INCREASED
Shares141 from 140
Change+1 (+1%)
Value$42.8K (+$278)
Filed 2026-10-26
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares139 from 139
Change0 (0%)
Value$42.4K (+$233)
Filed 2026-11-02
Downshift Financial, LLC
INCREASED
Shares135 from 13
Change+122 (+938%)
Value$41.1K (+$37.2K)
Filed 2026-10-13
Versant Capital Management, Inc
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$41.0K (+$224)
Filed 2026-10-02
First Pacific Financial
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$39.6K (+$257)
Filed 2026-10-14
Coston, McIsaac & Partners
INCREASED
Shares127 from 120
Change+7 (+6%)
Value$38.9K (+$2.9K)
Filed 2026-11-06
Torren Management, LLC
NEW
Shares126
Change+126
Value$38.4K
Filed 2026-10-29
Cranbrook Wealth Management, LLC
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$38.1K (+$208)
Filed 2026-10-28
CKW Financial Group
INCREASED
Shares123 from 118
Change+5 (+4%)
Value$38 (+$3)
Filed 2026-10-29
Compass Financial Management LLC
INCREASED
Shares113 from 37
Change+76 (+205%)
Value$34.3K (+$23.1K)
Filed 2026-10-30
Country Trust Bank
DECREASED
Shares113 from 159
Change-46 (-29%)
Value$34.4K (-$13.7K)
Filed 2026-10-30
Main Street Group, LTD
INCREASED
Shares107 from 98
Change+9 (+9%)
Value$32.6K (+$2.9K)
Filed 2026-10-28
Rydar Equities, Inc.
NEW
Shares106
Change+106
Value$33.2K
Filed 2026-10-13
NorthAvenue LLC
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$31.1K (+$171)
Filed 2026-10-29
Madden Securities Corp
NEW
Shares100
Change+100
Value$30.5K
Filed 2026-10-27
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$30.5K (+$167)
Filed 2026-11-02
Pinnacle Bancorp, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$30.5K (+$167)
Filed 2026-10-21
Salomon & Ludwin, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$30.5K (+$603)
Filed 2026-10-29
Financial Perspectives, Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$30.4K (+$195)
Filed 2026-11-03
Indiana Trust & Investment Management Co
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$30.5K (+$167)
Filed 2026-10-22
Capital Advisors, Ltd. LLC
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$30.0K (+$30.0K)
Filed 2026-10-27
Buck Wealth Strategies, LLC
NEW
Shares97
Change+97
Value$29.6K
Filed 2026-10-28
Wolff Wiese Magana LLC
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$25.0K (+$137)
Filed 2026-10-15
Private Wealth Management Group, LLC
INCREASED
Shares78 from 25
Change+53 (+212%)
Value$23.8K (+$16.2K)
Filed 2026-10-19
Ascentis Wealth Management, LLC
NEW
Shares69
Change+69
Value$21.0K
Filed 2026-11-03
Entrust Financial LLC
NEW
Shares62
Change+62
Value$18.9K
Filed 2026-11-04
Kingdom Financial Group Llc.
INCREASED
Shares62 from 57
Change+5 (+9%)
Value$18.8K (+$1.6K)
Filed 2026-11-04
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$18.4K (+$101)
Filed 2026-10-13
Proathlete Wealth Management LLC
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$18.1K (+$118)
Filed 2026-10-15
Bare Financial Services, Inc
NEW
Shares55
Change+55
Value$16.9K
Filed 2026-11-04
Bear Mountain Capital, Inc.
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$15.1K (-$194)
Filed 2026-11-04
Elevation Wealth Partners, LLC
INCREASED
Shares51 from 45
Change+6 (+13%)
Value$15.4K (+$1.9K)
Filed 2026-10-07
Wilkerson Advisory Group LLC
INCREASED
Shares51 from 47
Change+4 (+9%)
Value$15.6K (+$1.3K)
Filed 2026-10-20
American Capital Advisory, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$15.2K (+$83)
Filed 2026-10-28
WPG Advisers, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$15.2K (+$83)
Filed 2026-10-27
Guardian Partners Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$15.2K (+$84)
Filed 2026-10-21
Tradewinds Capital Management, LLC
INCREASED
Shares44 from 40
Change+4 (+10%)
Value$13.4K (+$1.3K)
Filed 2026-10-23
West Financial Advisors, LLC
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$12.5K (+$69)
Filed 2026-10-22
JFS Wealth Advisors, LLC
DECREASED
Shares38 from 148
Change-110 (-74%)
Value$11.6K (-$33.1K)
Filed 2026-11-03
Pacifica Partners Inc.
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$11.6K (+$462)
Filed 2026-10-09
GGM Financial LLC
NEW
Shares37
Change+37
Value$11.3K
Filed 2026-11-05
New England Capital Financial Advisors LLC
DECREASED
Shares36 from 112
Change-76 (-68%)
Value$10.9K (-$22.9K)
Filed 2026-11-03
CX Institutional
INCREASED
Shares35 from 20
Change+15 (+75%)
Value$11 (+$5)
Filed 2026-10-02
Citizens National Bank Trust Department
NEW
Shares32
Change+32
Value$9.7K
Filed 2026-11-04
Valley National Advisers Inc
INCREASED
Shares32 from 30
Change+2 (+7%)
Value$9.8K (+$664)
Filed 2026-10-23
PKO Investment Management Joint-Stock Co
NEW
Shares31
Change+31
Value$9.4K
Filed 2026-10-19
Albion Financial Group
DECREASED
Shares31 from 33
Change-2 (-6%)
Value$9.4K (-$555)
Filed 2026-10-21
Aspect Partners, LLC
INCREASED
Shares30 from 20
Change+10 (+50%)
Value$9.1K (+$3.1K)
Filed 2026-10-20
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$9.1K (+$50)
Filed 2026-10-26
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$8.5K (+$47)
Filed 2026-10-27
Essential Partners LLC
DECREASED
Shares27 from 1,422
Change-1,395 (-98%)
Value$8.3K (-$422.4K)
Filed 2026-10-14
MTM Investment Management, LLC
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$8.2K (+$45)
Filed 2026-10-30
Team Financial Group, LLC
NEW
Shares26
Change+26
Value$7.9K
Filed 2026-10-30
Fortitude Family Office, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$7.0K (+$39)
Filed 2026-10-14
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$6.4K (+$35)
Filed 2026-10-15
Gleason Group, Inc.
NEW
Shares20
Change+20
Value$6.1K
Filed 2026-10-15
General Partner, Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$6.1K (+$34)
Filed 2026-10-05
Planning Strategies Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$6.1K (+$34)
Filed 2026-10-02
Harbor Investment Advisory, LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$5.8K (+$32)
Filed 2026-10-13
Davis Capital Management
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$5.5K (+$31)
Filed 2026-10-08
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$5.3K (+$30)
Filed 2026-10-16
Mountain Hill Investment Partners Corp.
INCREASED
Shares17 from 9
Change+8 (+89%)
Value$5.3K (+$2.5K)
Filed 2026-10-23
GHP Investment Advisors, Inc.
DECREASED
Shares16 from 33
Change-17 (-52%)
Value$5.0K (-$5.0K)
Filed 2026-10-15
Creative Capital Management Investments LLC
NEW
Shares15
Change+15
Value$4.6K
Filed 2026-10-28
Silver Grove Financial Group, Inc.
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$4.0K (+$21)
Filed 2026-11-05
TFC Financial Management, Inc.
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$3.4K (+$19)
Filed 2026-10-26
Lodestone Wealth Management LLC
NEW
Shares10
Change+10
Value$3.0K
Filed 2026-10-14
Tounjian Advisory Partners, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$2.8K (+$18)
Filed 2026-11-04
Community Financial Services Group, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$2.4K (+$56)
Filed 2026-10-15
Princeton Global Asset Management LLC
NEW
Shares7
Change+7
Value$2.1K
Filed 2026-10-21
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$2 ($0)
Filed 2026-10-14
Rosenberg Matthew Hamilton
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$1.8K (+$10)
Filed 2026-10-05
Atwood & Palmer Inc
NEW
Shares5
Change+5
Value$1.7K
Filed 2026-10-08
Piscataqua Savings Bank
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1.5K (+$9)
Filed 2026-10-21
Markowski Investments
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1.5K (+$8)
Filed 2026-10-30
DB Fitzpatrick & Co, Inc
INCREASED
Shares4 from 2
Change+2 (+100%)
Value$1.2K (+$613)
Filed 2026-10-19
Eukles Asset Management
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$914 (+$5)
Filed 2026-11-04
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$513 (-$77)
Filed 2026-10-30
Putney Financial Group LLC
NEW
Shares1
Change+1
Value$305
Filed 2026-10-30
Miller Wealth Advisors, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$305 (+$2)
Filed 2026-11-02
Strategic Advocates LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$305 (+$2)
Filed 2026-11-03
Scarborough Advisors, LLC
CLOSED
Shares0 from 202,750
Change-202,750 (-100%)
Value$0 (-$60.2M)
Filed 2026-10-16
Ocean Park Asset Management, LLC
CLOSED
Shares0 from 75,725
Change-75,725 (-100%)
Value$0 (-$22.9M)
Filed 2026-10-21
Providence First Trust Co
CLOSED
Shares0 from 9,484
Change-9,484 (-100%)
Value$0 (-$2.9M)
Filed 2026-11-02
Cabana LLC
CLOSED
Shares0 from 7,058
Change-7,058 (-100%)
Value$0 (-$2.1M)
Filed 2026-11-04
Sander Capital Advisors Inc
CLOSED
Shares0 from 5,540
Change-5,540 (-100%)
Value$0 (-$1.7K)
Filed 2026-10-20
AlphaCentric Advisors LLC
CLOSED
Shares0 from 4,518
Change-4,518 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-03
Inscription Capital, LLC
CLOSED
Shares0 from 3,680
Change-3,680 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-02
Reflection Asset Management
CLOSED
Shares0 from 1,539
Change-1,539 (-100%)
Value$0 (-$466.3K)
Filed 2026-10-28
Schmidt P J Investment Management Inc
CLOSED
Shares0 from 1,404
Change-1,404 (-100%)
Value$0 (-$425.3K)
Filed 2026-11-02
Dana Investment Advisors, Inc.
CLOSED
Shares0 from 1,360
Change-1,360 (-100%)
Value$0 (-$412.0K)
Filed 2026-11-06
Discipline Wealth Solutions, LLC
CLOSED
Shares0 from 1,112
Change-1,112 (-100%)
Value$0 (-$336.8K)
Filed 2026-10-14
Precedent Wealth Partners, LLC
CLOSED
Shares0 from 1,056
Change-1,056 (-100%)
Value$0 (-$320.1K)
Filed 2026-10-21
Zenith Solutions, Inc.
CLOSED
Shares0 from 1,040
Change-1,040 (-100%)
Value$0 (-$315.0K)
Filed 2026-10-19
Index Fund Advisors, Inc.
CLOSED
Shares0 from 962
Change-962 (-100%)
Value$0 (-$291.5K)
Filed 2026-11-05
Werba Rubin Papier Wealth Management
CLOSED
Shares0 from 859
Change-859 (-100%)
Value$0 (-$260.3K)
Filed 2026-11-06
Roberts Financial Services LLC
CLOSED
Shares0 from 818
Change-818 (-100%)
Value$0 (-$247.8K)
Filed 2026-10-23
Teamwork Financial Advisors, LLC
CLOSED
Shares0 from 700
Change-700 (-100%)
Value$0 (-$212.1K)
Filed 2026-10-19
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 572
Change-572 (-100%)
Value$0 (-$173.3K)
Filed 2026-10-26
Farmers & Merchants Investments Inc
CLOSED
Shares0 from 527
Change-527 (-100%)
Value$0 (-$159.7K)
Filed 2026-10-22
Salem Investment Counselors Inc
CLOSED
Shares0 from 482
Change-482 (-100%)
Value$0 (-$146.0K)
Filed 2026-10-13
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 471
Change-471 (-100%)
Value$0 (-$142.6K)
Filed 2026-11-06
RHL Group, LLC
CLOSED
Shares0 from 364
Change-364 (-100%)
Value$0 (-$110.3K)
Filed 2026-11-04
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 216
Change-216 (-100%)
Value$0 (-$65.4K)
Filed 2026-10-07
Founders Capital Management
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$45.4K)
Filed 2026-10-13
Simplex Trading, LLC
CLOSED
Shares0 from 65
Change-65 (-100%)
Value$0 (-$19.7K)
Filed 2026-11-04
Central Trust Co
CLOSED
Shares0 from 63
Change-63 (-100%)
Value$0 (-$19.1K)
Filed 2026-11-05
First Community Trust NA
CLOSED
Shares0 from 53
Change-53 (-100%)
Value$0 (-$16.1K)
Filed 2026-10-07
Gilpin Wealth Management, LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$15.1K)
Filed 2026-10-09
Go Invest LLC
CLOSED
Shares0 from 45
Change-45 (-100%)
Value$0 (-$13.7K)
Filed 2026-10-09
Midway Capital Research & Management
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$9.1K)
Filed 2026-10-20
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$7.6K)
Filed 2026-10-26
Milestone Investment Advisors LLC
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$4.2K)
Filed 2026-11-05
Angeles Wealth Management, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-26
Winthrop Capital Management, LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$1)
Filed 2026-11-05
Affinity Wealth LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$909)
Filed 2026-11-03
CI Investments Inc.
N/A
Shares— from 8,678,658
Change-8,678,658 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 7,557,285
Change-7,557,285 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,160,404
Change-5,160,404 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 4,165,109
Change-4,165,109 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,868,368
Change-3,868,368 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,312,693
Change-3,312,693 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 3,219,767
Change-3,219,767 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 3,087,599
Change-3,087,599 (-100%)
Value—
Clal Insurance Enterprises Holdings Ltd
N/A
Shares— from 3,073,663
Change-3,073,663 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,385,588
Change-2,385,588 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,864,379
Change-1,864,379 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,697,390
Change-1,697,390 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,469,858
Change-1,469,858 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 1,100,665
Change-1,100,665 (-100%)
Value—
Norinchukin Bank, The
N/A
Shares— from 1,080,000
Change-1,080,000 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 941,419
Change-941,419 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 883,746
Change-883,746 (-100%)
Value—
Nissay Asset Management Corp N
N/A
Shares— from 821,445
Change-821,445 (-100%)
Value—
UBS Group AG
N/A
Shares— from 748,818
Change-748,818 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 658,384
Change-658,384 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 643,133
Change-643,133 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 626,388
Change-626,388 (-100%)
Value—
Main Management ETF Advisors, LLC
N/A
Shares— from 590,648
Change-590,648 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 588,006
Change-588,006 (-100%)
Value—
Main Management Fund Advisors LLC
N/A
Shares— from 508,600
Change-508,600 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 484,041
Change-484,041 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 473,609
Change-473,609 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 472,925
Change-472,925 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 446,330
Change-446,330 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 440,980
Change-440,980 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 432,731
Change-432,731 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 425,069
Change-425,069 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 356,488
Change-356,488 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 327,421
Change-327,421 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 298,981
Change-298,981 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 293,890
Change-293,890 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 289,917
Change-289,917 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 273,436
Change-273,436 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 267,482
Change-267,482 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 252,056
Change-252,056 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 252,021
Change-252,021 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 249,211
Change-249,211 (-100%)
Value—
Betterment LLC
N/A
Shares— from 244,300
Change-244,300 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 237,933
Change-237,933 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 229,703
Change-229,703 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 217,587
Change-217,587 (-100%)
Value—
AdvisorShares Investments LLC
N/A
Shares— from 209,490
Change-209,490 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 203,414
Change-203,414 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 201,587
Change-201,587 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 200,988
Change-200,988 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 200,772
Change-200,772 (-100%)
Value—
Main Management LLC
N/A
Shares— from 194,254
Change-194,254 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 190,470
Change-190,470 (-100%)
Value—
FIL Ltd
N/A
Shares— from 190,216
Change-190,216 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 188,652
Change-188,652 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 186,222
Change-186,222 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 183,409
Change-183,409 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 171,271
Change-171,271 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 170,157
Change-170,157 (-100%)
Value—
Kirkwood Financial Services
N/A
Shares— from 168,645
Change-168,645 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 166,207
Change-166,207 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 165,171
Change-165,171 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 163,323
Change-163,323 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 159,046
Change-159,046 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 156,057
Change-156,057 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 155,633
Change-155,633 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 153,000
Change-153,000 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 148,564
Change-148,564 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 148,542
Change-148,542 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 146,078
Change-146,078 (-100%)
Value—
Consilio Wealth Advisors, LLC
N/A
Shares— from 138,941
Change-138,941 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 137,298
Change-137,298 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 129,254
Change-129,254 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 122,370
Change-122,370 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 113,795
Change-113,795 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 111,422
Change-111,422 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 110,640
Change-110,640 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 110,441
Change-110,441 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 108,910
Change-108,910 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 106,778
Change-106,778 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 102,620
Change-102,620 (-100%)
Value—
Latko Wealth Management, Ltd.
N/A
Shares— from 102,476
Change-102,476 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 100,236
Change-100,236 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 99,497
Change-99,497 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 96,625
Change-96,625 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 95,196
Change-95,196 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 95,124
Change-95,124 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 94,765
Change-94,765 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 90,353
Change-90,353 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 90,000
Change-90,000 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 89,512
Change-89,512 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 89,343
Change-89,343 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 88,774
Change-88,774 (-100%)
Value—
AllGen Financial Advisors, Inc.
N/A
Shares— from 85,045
Change-85,045 (-100%)
Value—
Members Advisory Group LLC
N/A
Shares— from 82,427
Change-82,427 (-100%)
Value—
Bank Hapoalim BM
N/A
Shares— from 82,000
Change-82,000 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 78,155
Change-78,155 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 77,218
Change-77,218 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 76,453
Change-76,453 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 75,295
Change-75,295 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 74,077
Change-74,077 (-100%)
Value—
Optiver Holding B.V.
N/A
Shares— from 72,011
Change-72,011 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 69,048
Change-69,048 (-100%)
Value—
Forge Financial Services LLC
N/A
Shares— from 66,774
Change-66,774 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 62,409
Change-62,409 (-100%)
Value—
&partners
N/A
Shares— from 61,425
Change-61,425 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 61,000
Change-61,000 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 59,967
Change-59,967 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 59,924
Change-59,924 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 59,367
Change-59,367 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 56,058
Change-56,058 (-100%)
Value—
ODonnell Financial Services, LLC
N/A
Shares— from 55,775
Change-55,775 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 54,209
Change-54,209 (-100%)
Value—
Blair William & Co
N/A
Shares— from 53,437
Change-53,437 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 53,383
Change-53,383 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 53,123
Change-53,123 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 51,531
Change-51,531 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 51,382
Change-51,382 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 51,179
Change-51,179 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 49,566
Change-49,566 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 48,169
Change-48,169 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 45,310
Change-45,310 (-100%)
Value—
TriCert Investment Counsel Inc.
N/A
Shares— from 45,115
Change-45,115 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 45,112
Change-45,112 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 44,957
Change-44,957 (-100%)
Value—
Retirement Management Systems Inc.
N/A
Shares— from 44,612
Change-44,612 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 43,409
Change-43,409 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 43,021
Change-43,021 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 41,397
Change-41,397 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 41,163
Change-41,163 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 41,100
Change-41,100 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 40,890
Change-40,890 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 40,522
Change-40,522 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 39,988
Change-39,988 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 39,674
Change-39,674 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 39,503
Change-39,503 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 39,217
Change-39,217 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 38,623
Change-38,623 (-100%)
Value—
Alpha Financial Advisors, LLC
N/A
Shares— from 37,986
Change-37,986 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 37,702
Change-37,702 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 37,392
Change-37,392 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 37,029
Change-37,029 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 34,662
Change-34,662 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 34,292
Change-34,292 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 33,799
Change-33,799 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 33,509
Change-33,509 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 32,249
Change-32,249 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 31,588
Change-31,588 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 31,487
Change-31,487 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 31,392
Change-31,392 (-100%)
Value—
Intentional Wealth Strategies, LLC
N/A
Shares— from 30,890
Change-30,890 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 30,610
Change-30,610 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 30,085
Change-30,085 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 29,954
Change-29,954 (-100%)
Value—
Tide Cove Capital Partners LLC
N/A
Shares— from 29,643
Change-29,643 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 29,457
Change-29,457 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 29,412
Change-29,412 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 29,104
Change-29,104 (-100%)
Value—
Fosun International Ltd
N/A
Shares— from 28,936
Change-28,936 (-100%)
Value—
Premier Private Wealth Management LLC
N/A
Shares— from 28,585
Change-28,585 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 28,008
Change-28,008 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 27,900
Change-27,900 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 27,415
Change-27,415 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 27,380
Change-27,380 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 26,521
Change-26,521 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 25,698
Change-25,698 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 25,403
Change-25,403 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 25,224
Change-25,224 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 25,045
Change-25,045 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 24,793
Change-24,793 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 23,964
Change-23,964 (-100%)
Value—
Investment Advisory Services Group LLC
N/A
Shares— from 23,714
Change-23,714 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 23,707
Change-23,707 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 23,523
Change-23,523 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 23,328
Change-23,328 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 23,232
Change-23,232 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 23,031
Change-23,031 (-100%)
Value—
Ascent Advisors, LLC
N/A
Shares— from 22,703
Change-22,703 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 22,146
Change-22,146 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 21,834
Change-21,834 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 21,794
Change-21,794 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 21,557
Change-21,557 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 21,471
Change-21,471 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 20,806
Change-20,806 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 20,581
Change-20,581 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 20,573
Change-20,573 (-100%)
Value—
Atalanta Sosnoff Capital, LLC
N/A
Shares— from 19,896
Change-19,896 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 19,874
Change-19,874 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 19,831
Change-19,831 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 19,824
Change-19,824 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 19,718
Change-19,718 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 19,592
Change-19,592 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 19,452
Change-19,452 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 19,395
Change-19,395 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 19,131
Change-19,131 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 18,192
Change-18,192 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 17,663
Change-17,663 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 17,655
Change-17,655 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 17,197
Change-17,197 (-100%)
Value—
Norris Financial Group, LLC
N/A
Shares— from 16,719
Change-16,719 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 16,609
Change-16,609 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 16,606
Change-16,606 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 16,588
Change-16,588 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 16,300
Change-16,300 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 15,892
Change-15,892 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 15,881
Change-15,881 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 15,432
Change-15,432 (-100%)
Value—
Kirtland Hills Capital Management, LLC
N/A
Shares— from 15,291
Change-15,291 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 15,078
Change-15,078 (-100%)
Value—
Legacy Capital Wealth Management, LLC
N/A
Shares— from 14,997
Change-14,997 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 14,977
Change-14,977 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 14,724
Change-14,724 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 14,678
Change-14,678 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 14,664
Change-14,664 (-100%)
Value—
Fidelis Wealth Advisors LLC
N/A
Shares— from 14,590
Change-14,590 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 14,212
Change-14,212 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 14,041
Change-14,041 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 13,963
Change-13,963 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 13,546
Change-13,546 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 13,478
Change-13,478 (-100%)
Value—
Douglass Winthrop Advisors, LLC
N/A
Shares— from 13,260
Change-13,260 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 13,140
Change-13,140 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 13,106
Change-13,106 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 12,924
Change-12,924 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 12,868
Change-12,868 (-100%)
Value—
Next Capital Management LLC
N/A
Shares— from 12,533
Change-12,533 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 12,491
Change-12,491 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 12,269
Change-12,269 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 12,025
Change-12,025 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 11,948
Change-11,948 (-100%)
Value—
Commerce Bank
N/A
Shares— from 11,939
Change-11,939 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 11,871
Change-11,871 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 11,430
Change-11,430 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 10,862
Change-10,862 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 10,706
Change-10,706 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 10,523
Change-10,523 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 10,485
Change-10,485 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 10,395
Change-10,395 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 10,272
Change-10,272 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 10,250
Change-10,250 (-100%)
Value—
Nwam LLC
N/A
Shares— from 10,174
Change-10,174 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 10,023
Change-10,023 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 9,948
Change-9,948 (-100%)
Value—
Dougherty & Associates, LLC
N/A
Shares— from 9,814
Change-9,814 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 9,695
Change-9,695 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 9,689
Change-9,689 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 9,633
Change-9,633 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 9,612
Change-9,612 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 9,450
Change-9,450 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 9,437
Change-9,437 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 9,157
Change-9,157 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 9,057
Change-9,057 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 8,949
Change-8,949 (-100%)
Value—
E Fund Management Co., Ltd.
N/A
Shares— from 8,865
Change-8,865 (-100%)
Value—
E Fund Management (Hong Kong) Co., Ltd.
N/A
Shares— from 8,865
Change-8,865 (-100%)
Value—
Invst, LLC
N/A
Shares— from 8,731
Change-8,731 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 8,654
Change-8,654 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 8,583
Change-8,583 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 8,512
Change-8,512 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 8,300
Change-8,300 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 8,044
Change-8,044 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 8,007
Change-8,007 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 7,949
Change-7,949 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 7,870
Change-7,870 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 7,862
Change-7,862 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 7,785
Change-7,785 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 7,778
Change-7,778 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 7,583
Change-7,583 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 7,504
Change-7,504 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 7,374
Change-7,374 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 7,359
Change-7,359 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 7,347
Change-7,347 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 7,235
Change-7,235 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 7,200
Change-7,200 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 7,020
Change-7,020 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 6,998
Change-6,998 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 6,952
Change-6,952 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 6,858
Change-6,858 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 6,739
Change-6,739 (-100%)
Value—
Hound Partners, LLC
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 6,392
Change-6,392 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 6,360
Change-6,360 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 5,970
Change-5,970 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 5,846
Change-5,846 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 5,748
Change-5,748 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 5,698
Change-5,698 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 5,554
Change-5,554 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 5,516
Change-5,516 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 5,336
Change-5,336 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 5,335
Change-5,335 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 5,275
Change-5,275 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 5,254
Change-5,254 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 5,248
Change-5,248 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 5,131
Change-5,131 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 5,025
Change-5,025 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 4,946
Change-4,946 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 4,897
Change-4,897 (-100%)
Value—
Stephens Inc
N/A
Shares— from 4,670
Change-4,670 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 4,668
Change-4,668 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 4,663
Change-4,663 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 4,612
Change-4,612 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 4,606
Change-4,606 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 4,580
Change-4,580 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 4,565
Change-4,565 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 4,524
Change-4,524 (-100%)
Value—
Mount Lucas Management LP
N/A
Shares— from 4,518
Change-4,518 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 4,510
Change-4,510 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 4,458
Change-4,458 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 4,374
Change-4,374 (-100%)
Value—
Naviter Wealth, LLC
N/A
Shares— from 4,260
Change-4,260 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 4,259
Change-4,259 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 4,228
Change-4,228 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 4,081
Change-4,081 (-100%)
Value—
Townsquare Capital LLC
N/A
Shares— from 4,077
Change-4,077 (-100%)
Value—
Pitti Group Wealth Management, LLC
N/A
Shares— from 4,056
Change-4,056 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 4,033
Change-4,033 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 4,018
Change-4,018 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 3,983
Change-3,983 (-100%)
Value—
Three Cord True Wealth Management, LLC
N/A
Shares— from 3,968
Change-3,968 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 3,936
Change-3,936 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 3,892
Change-3,892 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 3,852
Change-3,852 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 3,807
Change-3,807 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 3,785
Change-3,785 (-100%)
Value—
Loomis Sayles & Co L P
N/A
Shares— from 3,773
Change-3,773 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 3,755
Change-3,755 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 3,750
Change-3,750 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 3,636
Change-3,636 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 3,603
Change-3,603 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 3,585
Change-3,585 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 3,575
Change-3,575 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 3,572
Change-3,572 (-100%)
Value—
Jackson Wealth Management, LLC
N/A
Shares— from 3,556
Change-3,556 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 3,470
Change-3,470 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 3,449
Change-3,449 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 3,443
Change-3,443 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 3,224
Change-3,224 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 3,198
Change-3,198 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 3,143
Change-3,143 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 3,113
Change-3,113 (-100%)
Value—
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 3,090
Change-3,090 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 3,084
Change-3,084 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 3,027
Change-3,027 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 2,994
Change-2,994 (-100%)
Value—
Kensington Investment Counsel, LLC
N/A
Shares— from 2,985
Change-2,985 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 2,955
Change-2,955 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 2,870
Change-2,870 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 2,862
Change-2,862 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 2,860
Change-2,860 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 2,854
Change-2,854 (-100%)
Value—
Hamilton Capital Partners, LLC
N/A
Shares— from 2,846
Change-2,846 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 2,838
Change-2,838 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 2,782
Change-2,782 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 2,778
Change-2,778 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 2,777
Change-2,777 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 2,750
Change-2,750 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 2,732
Change-2,732 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 2,719
Change-2,719 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 2,705
Change-2,705 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 2,698
Change-2,698 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 2,687
Change-2,687 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 2,682
Change-2,682 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 2,673
Change-2,673 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 2,647
Change-2,647 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 2,642
Change-2,642 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 2,612
Change-2,612 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2,519
Change-2,519 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 2,463
Change-2,463 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 2,437
Change-2,437 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 2,415
Change-2,415 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 2,331
Change-2,331 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 2,297
Change-2,297 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 2,257
Change-2,257 (-100%)
Value—
NI Acquisitions Company, LLC
N/A
Shares— from 2,256
Change-2,256 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 2,255
Change-2,255 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 2,115
Change-2,115 (-100%)
Value—
Protective Life Corp
N/A
Shares— from 2,047
Change-2,047 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 2,034
Change-2,034 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 1,999
Change-1,999 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 1,977
Change-1,977 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 1,943
Change-1,943 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 1,937
Change-1,937 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 1,922
Change-1,922 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 1,915
Change-1,915 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 1,849
Change-1,849 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 1,838
Change-1,838 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 1,822
Change-1,822 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 1,787
Change-1,787 (-100%)
Value—
RFP Financial Group LLC
N/A
Shares— from 1,749
Change-1,749 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 1,747
Change-1,747 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 1,740
Change-1,740 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 1,739
Change-1,739 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 1,713
Change-1,713 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 1,702
Change-1,702 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 1,685
Change-1,685 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 1,683
Change-1,683 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 1,566
Change-1,566 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 1,557
Change-1,557 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 1,521
Change-1,521 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 1,490
Change-1,490 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 1,466
Change-1,466 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 1,462
Change-1,462 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 1,457
Change-1,457 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 1,444
Change-1,444 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 1,430
Change-1,430 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 1,413
Change-1,413 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 1,385
Change-1,385 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,381
Change-1,381 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 1,374
Change-1,374 (-100%)
Value—
First Wilshire Securities Management Inc
N/A
Shares— from 1,370
Change-1,370 (-100%)
Value—
Affinity Wealth Management LLC
N/A
Shares— from 1,362
Change-1,362 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 1,347
Change-1,347 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 1,323
Change-1,323 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 1,323
Change-1,323 (-100%)
Value—
Mosaic Advisors LLC
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 1,284
Change-1,284 (-100%)
Value—
Dash Acquisitions Inc.
N/A
Shares— from 1,278
Change-1,278 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 1,276
Change-1,276 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 1,268
Change-1,268 (-100%)
Value—
Expressive Wealth LLC
N/A
Shares— from 1,260
Change-1,260 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 1,259
Change-1,259 (-100%)
Value—
Kropog Financial Group, LLC
N/A
Shares— from 1,251
Change-1,251 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,242
Change-1,242 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 1,238
Change-1,238 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 1,227
Change-1,227 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 1,217
Change-1,217 (-100%)
Value—
Fayez Sarofim & Co
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 1,197
Change-1,197 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 1,170
Change-1,170 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 1,145
Change-1,145 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,142
Change-1,142 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 1,127
Change-1,127 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 1,124
Change-1,124 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 1,124
Change-1,124 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 1,102
Change-1,102 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 1,087
Change-1,087 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 1,081
Change-1,081 (-100%)
Value—
Nelson Capital Management, LLC
N/A
Shares— from 1,074
Change-1,074 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 1,071
Change-1,071 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 1,065
Change-1,065 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 1,064
Change-1,064 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 1,053
Change-1,053 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,047
Change-1,047 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 1,040
Change-1,040 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 1,033
Change-1,033 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,030
Change-1,030 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 1,011
Change-1,011 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 1,005
Change-1,005 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 992
Change-992 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 983
Change-983 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 981
Change-981 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 980
Change-980 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 971
Change-971 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 963
Change-963 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 963
Change-963 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 962
Change-962 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 951
Change-951 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 950
Change-950 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 937
Change-937 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 932
Change-932 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 903
Change-903 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 895
Change-895 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 881
Change-881 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 866
Change-866 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 860
Change-860 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 845
Change-845 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 838
Change-838 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 827
Change-827 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 824
Change-824 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 811
Change-811 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 800
Change-800 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 749
Change-749 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 732
Change-732 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 708
Change-708 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 703
Change-703 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 685
Change-685 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 678
Change-678 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 677
Change-677 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 675
Change-675 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 672
Change-672 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 667
Change-667 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 641
Change-641 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 640
Change-640 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 591
Change-591 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 575
Change-575 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 556
Change-556 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 552
Change-552 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 523
Change-523 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 511
Change-511 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 485
Change-485 (-100%)
Value—
McGinn Penninger Investment Management, Inc.
N/A
Shares— from 468
Change-468 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 458
Change-458 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 446
Change-446 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 418
Change-418 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 413
Change-413 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 396
Change-396 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 389
Change-389 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 374
Change-374 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 350
Change-350 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 346
Change-346 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 343
Change-343 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 341
Change-341 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 324
Change-324 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 301
Change-301 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 231
Change-231 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 216
Change-216 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 212
Change-212 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 201
Change-201 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 189
Change-189 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 168
Change-168 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 167
Change-167 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 164
Change-164 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 160
Change-160 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 150
Change-150 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 138
Change-138 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 125
Change-125 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 111
Change-111 (-100%)
Value—
CNB Bank
N/A
Shares— from 111
Change-111 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 109
Change-109 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 106
Change-106 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 102
Change-102 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 101
Change-101 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 101
Change-101 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 99
Change-99 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 25
Change-25 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 9
Change-9 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 8
Change-8 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 6
Change-6 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 4
Change-4 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
INCREASED12,722,25511,727,434+994,821+8%$3.6B$3.9B+$322.6M2026-11-06
Meitav Investment House LTD
INCREASED4,426,1703,519,556+906,614+26%$1.1B$1.3B+$282.1M2026-10-28
National Mutual Insurance Federation of Agricultural Cooperatives
INCREASED3,539,0003,322,000+217,000+7%$1.0B$1.1B+$71.7M2026-10-28
First Command Advisory Services, Inc.
DECREASED2,877,2204,474,745-1,597,525-36%$1.4B$876.5M-$479.2M2026-11-05
PNC Financial Services Group, Inc.
DECREASED2,048,7472,069,185-20,438-1%$626.9M$624.1M-$2.8M2026-11-06
Vantagepoint Investment Advisers LLC
INCREASED1,958,3471,916,464+41,883+2%$580.6M$596.6M+$16.0M2026-10-26
Commonwealth Equity Services, LLC
INCREASED1,431,9191,422,385+9,534+1%$430.9M$436.2M+$5.3M2026-11-02
Gerber Kawasaki Wealth & Investment Management
INCREASED1,058,2231,002,640+55,583+6%$303.8M$322.4M+$18.6M2026-10-29
Bank of New York Mellon Corp
INCREASED909,511891,072+18,439+2%$270.0M$277.1M+$7.1M2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED862,863859,095+3,768+0%$255.3M$264.1M+$8.9M2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED855,397687,050+168,347+25%$208.2M$260.6M+$52.4M2026-11-02
Ritholtz Wealth Management
INCREASED709,5973,841+705,756+18374%$1.2M$216.2M+$215.0M2026-11-05
Sumitomo Mitsui Trust Group, Inc.
DECREASED706,624711,937-5,313-1%$215.7M$215.3M-$429.6K2026-10-29
SAX Wealth Advisors, LLC
INCREASED556,761481,421+75,340+16%$114.4M$169.6M+$55.2M2026-10-13
Paragon Advisors, LLC
DECREASED442,847454,343-11,496-3%$137.7M$134.9M-$2.7M2026-11-03
Kestra Advisory Services, LLC
INCREASED435,634314,921+120,713+38%$95.4M$132.7M+$37.3M2026-11-02
Japan Science & Technology Agency
NEW426,794—+426,794——$130.0M—2026-10-16
US Bancorp \de\
INCREASED397,104377,200+19,904+5%$114.3M$121.0M+$6.7M2026-11-05
Financial Security Advisor, Inc.
DECREASED356,915383,004-26,089-7%$116.0M$108.7M-$7.3M2026-11-03
Truist Financial Corp
INCREASED320,262267,702+52,560+20%$81.1M$97.6M+$16.5M2026-10-30
Cornerstone Planning Group LLC
INCREASED304,368296,733+7,635+3%$86.2M$94.2M+$8.0M2026-10-16
Total Investment Management Inc
DECREASED292,557294,421-1,864-1%$83.4M$89.1M+$5.7M2026-10-22
Gradient Investments LLC
INCREASED279,532272,631+6,901+3%$82.6M$85.2M+$2.6M2026-10-08
One Day In July LLC
INCREASED267,220265,841+1,379+1%$80.5M$81.4M+$863.9K2026-10-30
Taiyo Life Insurance Co
UNCHANGED263,000263,00000%$79.7M$80.1K-$79.6M2026-10-20
Rolek Wealth Management LLC
INCREASED251,122241,261+9,861+4%$73.1M$76.5M+$3.4M2026-10-21
Thrivent Financial for Lutherans
DECREASED246,795353,196-106,401-30%$107.0M$75.4M-$31.6M2026-11-05
Whelan Financial
INCREASED215,773213,092+2,681+1%$64.6M$65.7M+$1.2M2026-10-28
Altfest L J & Co Inc
DECREASED190,342191,528-1,186-1%$58.0M$58.0M-$41.4K2026-10-27
Concurrent Investment Advisors, LLC
INCREASED187,102133,370+53,732+40%$40.4M$57.0M+$16.6M2026-10-16
Mirae Asset Global Investments Co., Ltd.
INCREASED184,996137,964+47,032+34%$41.8M$56.4M+$14.6M2026-11-03
Exchange Traded Concepts, LLC
DECREASED175,341180,750-5,409-3%$54.8M$53.4M-$1.3M2026-10-28
Verde Capital Management
INCREASED173,276168,538+4,738+3%$51.1M$52.8M+$1.7M2026-10-28
Citigroup Inc
INCREASED162,32576,687+85,638+112%$23.2M$49.5M+$26.2M2026-11-04
EdgeRock Capital LLC
INCREASED160,859154,804+6,055+4%$46.9M$49.0M+$2.1M2026-11-03
Rational Advisors, Inc.
INCREASED158,378151,497+6,881+5%$45.9M$48.2M+$2.3M2026-11-02
Arthur M. Cohen & Associates, LLC
INCREASED155,058150,909+4,149+3%$45.7M$47.2M+$1.5M2026-10-26
Fusion Family Wealth, LLC
DECREASED154,701157,545-2,844-2%$47.7M$47.1M-$603.4K2026-11-02
Spectrum Wealth Advisory Group, LLC
INCREASED152,033145,412+6,621+5%$44.1M$46.3M+$2.3M2026-10-29
Lodestar Private Asset Management LLC
DECREASED146,131150,719-4,588-3%$45.7M$44.5M-$1.1M2026-10-26
Global View Capital Management LLC
INCREASED146,014120,688+25,326+21%$36.6M$44.5M+$7.9M2026-10-28
Highland Financial Advisors, LLC
DECREASED145,552149,327-3,775-3%$45.2M$44.3M-$900.6K2026-10-19
Smith Chas P & Associates PA Cpas
DECREASED142,482144,347-1,865-1%$43.7M$41.6M-$2.1M2026-10-22
D'Orazio & Associates, Inc.
INCREASED141,880141,092+788+1%$42.7M$43.2M+$475.7K2026-11-04
Frank, Rimerman Advisors LLC
DECREASED141,358141,373-150%$42.8M$43.1M+$231.2K2026-10-16
Farther Finance Advisors, LLC
DECREASED140,911144,178-3,267-2%$43.7M$42.9M-$753.6K2026-10-08
Adamsbrown Wealth Consultants LLC
INCREASED139,258137,829+1,429+1%$41.8M$42.4M+$665.6K2026-10-20
Financial Partners Group, Inc
INCREASED137,801137,024+777+1%$41.5M$42.0M+$465.5K2026-10-19
Whitaker-Myers Wealth Managers, Ltd.
INCREASED133,319123,304+10,015+8%$37.4M$40.6M+$3.3M2026-10-09
Correct Capital Wealth Management
INCREASED131,269127,139+4,130+3%$38.5M$40.0M+$1.5M2026-11-02
Brookstone Capital Management
INCREASED129,503117,219+12,284+10%$35.5M$39.5M+$3.9M2026-10-22
Enclave Advisors LLC
INCREASED127,629109,025+18,604+17%$33.0M$38.9M+$5.8M2026-10-14
Q3 Asset Management
DECREASED124,855183,081-58,226-32%$52.7K$32.0K-$20.6K2026-11-06
Foguth Wealth Management, Llc.
DECREASED122,837137,553-14,716-11%$39.4M$35.9M-$3.5M2026-10-19
IFG Advisors, LLC
DECREASED122,435123,215-780-1%$37.3M$37.3M-$31.6K2026-10-15
Stewardship Advisors, LLC
DECREASED121,611122,211-6000%$37.0M$37.0M+$21.4K2026-10-20
Hudock, Inc.
DECREASED121,192121,336-1440%$36.8M$36.9M+$158.8K2026-10-14
Oppenheimer & Co Inc
INCREASED120,68099,901+20,779+21%$30.3M$36.8M+$6.5M2026-10-26
Global Wealth Strategies & Associates
INCREASED119,428117,650+1,778+2%$35.6M$36.4M+$738.2K2026-10-02
Sterling Investment Counsel, LLC
DECREASED119,191122,854-3,663-3%$37.2M$36.3M-$910.9K2026-10-19
Horizon Wealth Management, LLC
INCREASED117,992116,737+1,255+1%$35.4M$35.9M+$577.3K2026-11-02
Integrated Capital Management, LLC
DECREASED117,885117,955-700%$35.7M$35.9M+$175.6K2026-10-23
JP Wealth Management, Inc.
INCREASED116,619115,869+750+1%$35.1M$35.5M+$422.0K2026-10-07
Div Capital Phoenix Assets Ltd
INCREASED115,00075,000+40,000+53%$22.7M$35.0M+$12.3M2026-10-20
Creative Planning
INCREASED113,101107,584+5,517+5%$32.6M$34.5M+$1.9M2026-11-02
Syntegra Private Wealth Group, LLC
DECREASED111,994113,417-1,423-1%$34.4M$34.1M-$244.1K2026-10-13
Citizens Financial Group Inc
INCREASED111,549106,000+5,549+5%$32.1M$34.0M+$1.9M2026-10-23
Eagle Strategies LLC
INCREASED110,051105,037+5,014+5%$31.8M$33.5M+$1.7M2026-10-16
Prairie Advisory, LLC
INCREASED109,90852,316+57,592+110%$15.9M$33.5M+$17.6M2026-10-19
ACT Advisors, Llc.
INCREASED109,009108,258+751+1%$32.8M$33.2M+$409.8K2026-10-15
Bokf, NA
INCREASED105,58097,634+7,946+8%$29.6M$32.2M+$2.6M2026-10-27
Lido Advisors, LLC
INCREASED103,96599,807+4,158+4%$30.2M$31.7M+$1.4M2026-11-04
Ayalon Insurance Comp Ltd.
INCREASED102,63289,650+12,982+14%$27.2K$31.3K+$4.1K2026-10-08
StoneX Group Inc.
DECREASED101,789112,053-10,264-9%$33.9M$31.0M-$2.9M2026-11-03
KPP Advisory Services LLC
DECREASED99,487150,298-50,811-34%$45.5M$30.3M-$15.2M2026-10-26
AAF Wealth Management, LLC
INCREASED99,48597,959+1,526+2%$29.7M$30.3M+$628.3K2026-10-28
Asset One Wealth Management LLC
INCREASED97,86696,404+1,462+2%$28.5M$29.8M+$1.3M2026-11-02
Asset Allocation Strategies LLC
INCREASED95,20191,098+4,103+5%$27.6M$29.0M+$1.4M2026-10-20
Hunter Associates Investment Management LLC
INCREASED93,60391,944+1,659+2%$27.9M$28.5M+$642.0K2026-10-26
Kestra Private Wealth Services, LLC
DECREASED88,78289,570-788-1%$27.1M$27.0M-$90.5K2026-11-06
Flagship Harbor Advisors, LLC
INCREASED88,10524,097+64,008+266%$7.3M$26.8M+$19.5M2026-10-26
MCF Advisors LLC
DECREASED86,964106,951-19,987-19%$32.4M$26.5M-$5.9M2026-10-28
Analyst IMS Investment Management Services Ltd.
UNCHANGED83,99083,99000%$25.4M$25.6M+$139.0K2026-11-05
Winthrop Advisory Group LLC
INCREASED81,08269,033+12,049+17%$20.9M$24.7M+$3.8M2026-10-22
Axxcess Wealth Management, LLC
DECREASED79,512144,788-65,276-45%$43.9M$24.2M-$19.6M2026-10-21
Diversified Enterprises, LLC
DECREASED79,25680,285-1,029-1%$24.3M$24.1M-$179.3K2026-10-19
CoreCap Advisors, LLC
INCREASED78,0107,151+70,859+991%$2.2M$23.8M+$21.6M2026-10-08
Oasis Advisors, LLC
INCREASED77,808734+77,074+10501%$222.5K$23.7M+$23.5M2026-10-16
Atria Investments, Inc
INCREASED77,49626,121+51,375+197%$7.9M$23.6M+$15.7M2026-10-15
Clarity Asset Management, Inc.
INCREASED76,33573,661+2,674+4%$19.2M$19.7M+$539.0K2026-10-14
Walker Financial Services, Inc.
INCREASED75,89869,882+6,016+9%$21.2M$23.1M+$1.9M2026-10-26
Prospera Financial Services Inc
DECREASED75,20078,303-3,103-4%$23.8M$21.4M-$2.4M2026-11-04
Highline Wealth Partners LLC
INCREASED73,57770,971+2,606+4%$21.5M$22.4M+$912.4K2026-10-19
Sepio Capital, LP
INCREASED73,09667,099+5,997+9%$20.3M$22.3M+$1.9M2026-10-22
Clark Wealth Partners
INCREASED72,86471,872+992+1%$21.8M$22.2M+$422.4K2026-10-19
Retirement Planning Group, LLC
DECREASED71,72073,881-2,161-3%$22.4M$21.8M-$535.0K2026-10-19
Solano Wealth Investment Advisors LLC
DECREASED70,46475,296-4,832-6%$22.8M$21.5M-$1.3M2026-11-06
Heritage OAK Wealth Advisors LLC
NEW68,872—+68,872——$21.0M—2026-10-14
Level Four Advisory Services, LLC
DECREASED68,75175,333-6,582-9%$22.8M$20.9M-$1.9M2026-11-06
StoneCrest Wealth Management, Inc.
DECREASED68,75069,520-770-1%$21.1M$20.9M-$118.5K2026-11-03
Secure Asset Management, LLC
DECREASED68,07569,722-1,647-2%$21.1M$20.7M-$385.3K2026-10-19
B&D White Capital Company, LLC
DECREASED65,67065,674-40%$19.9M$20.0M+$108.5K2026-11-02
GR Financial Group, LLC
INCREASED64,57759,946+4,631+8%$18.2M$19.7M+$1.5M2026-10-27
Bauman Advisory Group, LLC
INCREASED64,39360,629+3,764+6%$18.4M$19.6M+$1.2M2026-10-29
David Kennon Inc
INCREASED64,10260,880+3,222+5%$18.4M$19.5M+$1.1M2026-10-13
Future Financial Wealth Managment LLC
INCREASED63,51062,283+1,227+2%$17.7M$19.3M+$1.6M2026-10-15
Carroll Advisory Group, LLC
DECREASED63,38863,591-2030%$19.3M$19.3M+$44.1K2026-10-16
Focus Financial Network, Inc.
DECREASED62,48564,987-2,502-4%$19.7M$19.0M-$653.7K2026-10-14
Empire Life Investments Inc.
UNCHANGED62,00062,00000%$18.8M$18.9M+$103.5K2026-11-06
Galvin, Gaustad & Stein, LLC
INCREASED61,94320,098+41,845+208%$6.1M$18.9M+$12.8M2026-10-08
Keybank National Association
INCREASED61,91960,750+1,169+2%$18.4M$18.9M+$457.6K2026-11-04
Independent Financial Group, LLC
INCREASED60,61256,777+3,835+7%$17.2M$18.5M+$1.3M2026-10-13
Prevail Innovative Wealth Advisors, LLC
DECREASED60,11761,729-1,612-3%$18.7M$18.8M+$50.9K2026-10-20
Merit Financial Group, LLC
INCREASED59,82053,367+6,453+12%$16.2M$18.2M+$2.1M2026-11-06
Vicus Capital
INCREASED59,68957,669+2,020+4%$17.5M$18.2M+$711.6K2026-11-05
Compass Financial Services Inc
DECREASED58,78859,196-408-1%$17.9M$17.9M-$25.5K2026-11-06
Bucket List Wealth Management, LLC
INCREASED58,59057,538+1,052+2%$17.4M$17.8M+$416.6K2026-10-22
Avior Wealth Management, LLC
INCREASED57,72457,356+368+1%$17.4M$17.6M+$207.9K2026-10-13
VestGen Advisors, LLC
DECREASED57,33688,281-30,945-35%$26.7M$17.5M-$9.3M2026-10-27
Cooper Capital Advisors LLC
INCREASED57,03255,549+1,483+3%$16.8M$17.4M+$544.8K2026-10-29
RFG Advisory, LLC
INCREASED55,56853,713+1,855+3%$16.3M$16.9M+$655.0K2026-11-03
Cap Partners, LLC
INCREASED55,14354,257+886+2%$16.4M$16.8M+$360.5K2026-10-19
Sunrise Financial Services, LLC
INCREASED54,92751,050+3,877+8%$15.5M$16.7M+$1.3M2026-10-21
Fortis Group Advisors, LLC
INCREASED54,87636,899+17,977+49%$11.2M$15.6M+$4.4M2026-11-06
Barings LLC
INCREASED54,70439,184+15,520+40%$11.9M$16.7M+$4.8M2026-10-22
HBW Advisory Services LLC
INCREASED51,51939,990+11,529+29%$12.1M$15.7M+$3.6M2026-10-15
Sims Investment Management, LLC
INCREASED50,80749,842+965+2%$15.1M$15.5M+$377.0K2026-10-13
Congress Park Capital LLC
INCREASED50,08047,167+2,913+6%$14.3M$15.3M+$966.0K2026-10-13
Lotus Asset Management LLC
INCREASED49,91048,587+1,323+3%$14.7M$15.2M+$484.6K2026-10-14
Harel Insurance Investments & Financial Services Ltd.
NEW49,457—+49,457——$15.1M—2026-11-02
Strategent Financial, LLC
INCREASED48,98845,206+3,782+8%$13.7M$14.9M+$1.2M2026-10-30
Harbor Capital Advisors, Inc.
INCREASED48,95937,651+11,308+30%$11.4M$14.9K-$11.4M2026-10-22
Signal Advisors Wealth, LLC
INCREASED48,65542,017+6,638+16%$12.7M$14.8M+$2.1M2026-10-13
Kachkovsky & Fisher, Inc.
INCREASED48,33446,461+1,873+4%$14.1M$14.7M+$638.6K2026-10-21
Central Pacific Bank - Trust Division
INCREASED47,83045,590+2,240+5%$13.8M$14.6M+$758.5K2026-10-06
Vise Technologies, Inc.
INCREASED47,60815,483+32,125+207%$4.7M$14.5M+$9.8M2026-10-29
Signature Estate & Investment Advisors LLC
INCREASED46,94746,357+590+1%$14.0M$14.3M+$257.3K2026-10-13
Sowell Financial Services LLC
INCREASED46,19243,734+2,458+6%$13.3M$14.1M+$821.7K2026-10-23
Baring Financial LLC
INCREASED46,14444,764+1,380+3%$13.6M$14.1M+$495.2K2026-10-07
Gerber, LLC
INCREASED45,55741,810+3,747+9%$12.7M$13.9M+$1.2M2026-10-21
Hill Island Financial LLC
DECREASED45,28394,409-49,126-52%$28.6M$13.8M-$14.8M2026-10-20
Trademark Financial Management, LLC
INCREASED45,09842,876+2,222+5%$13.0M$13.7M+$748.5K2026-10-23
Diversify Wealth Management, LLC
DECREASED44,91646,558-1,642-4%$13.1M$13.5M+$389.1K2026-10-20
Diversify Advisory Services, LLC
DECREASED44,91646,558-1,642-4%$13.1M$13.5M+$389.1K2026-10-20
Evensky & Katz LLC
INCREASED44,88542,827+2,058+5%$13.0M$13.7M+$699.0K2026-10-27
626 Financial, LLC
INCREASED44,00537,500+6,505+17%$11.4M$13.4M+$2.0M2026-11-04
Financial Enhancement Group LLC
INCREASED43,81640,312+3,504+9%$12.2M$13.7M+$1.5M2026-10-08
Carter Financial Group, Inc.
DECREASED43,73444,132-398-1%$13.4M$13.3M-$47.7K2026-10-21
Rooted Wealth Advisors, Inc.
UNCHANGED43,69043,69000%$13.2M$13.2M$02026-11-03
Maia Wealth LLC
INCREASED43,47228,812+14,660+51%$8.7M$13.2M+$4.5M2026-10-19
Y.D. More Investments Ltd
INCREASED42,35719,300+23,057+119%$5.8M$12.9M+$7.1M2026-11-02
Clarus Wealth Advisors
INCREASED42,33838,204+4,134+11%$11.2M$13.1M+$1.9M2026-10-13
Sage Mountain Advisors LLC
DECREASED42,31642,317-10%$12.8M$12.9M+$70.2K2026-11-02
JBR Co Financial Management Inc
DECREASED41,47843,848-2,370-5%$13.3M$12.4M-$898.9K2026-10-13
Ferguson Shapiro LLC
NEW41,266—+41,266——$12.6M—2026-10-16
TBH Global Asset Management, LLC
INCREASED41,2306,132+35,098+572%$1.9M$3.9M+$2.1M2026-11-03
AA Financial Advisors, LLC
INCREASED40,96031,440+9,520+30%$9.5M$12.5M+$3.0M2026-10-19
MGO One Seven LLC
INCREASED40,73436,465+4,269+12%$11.0M$12.4M+$1.4M2026-10-28
Balance Wealth Partners LLC
INCREASED40,18030,509+9,671+32%$9.2M$12.2M+$3.0M2026-10-27
Helios Capital Management Pte. LTD
UNCHANGED40,00040,00000%$12.1M$12.2M+$66.8K2026-10-14
Prota Financial, LLC
INCREASED39,91437,861+2,053+5%$11.3M$12.2M+$890.6K2026-10-08
Capstone Wealth Management Group, LLC
DECREASED39,29564,823-25,528-39%$19.6M$9.7M-$9.9M2026-11-05
Allen Investment Management, LLC
INCREASED39,29230,007+9,285+31%$9.1M$12.0M+$2.9M2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED39,28940,472-1,183-3%$12.3M$12.0M-$292.5K2026-10-14
Solitude Financial Services
DECREASED39,14639,361-215-1%$11.9M$11.9M+$2352026-10-26
Wealth Group Ltd
INCREASED38,64434,801+3,843+11%$10.5M$11.9M+$1.4M2026-10-07
Boyum Wealth Architects LLC
INCREASED38,08137,320+761+2%$10.9M$11.8M+$818.2K2026-10-06
FSA Wealth Partners, Inc.
DECREASED37,76238,423-661-2%$11.6M$11.5M-$137.2K2026-10-26
Cornerstone Wealth Management, LLC
INCREASED37,75037,625+125+0%$11.4M$11.5M+$100.8K2026-11-04
Bison Wealth, LLC
INCREASED37,59235,060+2,532+7%$10.4M$11.5M+$1.1M2026-10-13
J.W. Cole Advisors, Inc.
INCREASED37,42832,328+5,100+16%$9.8M$11.4M+$1.6M2026-11-05
Prime Capital Investment Advisors, LLC
INCREASED37,35132,570+4,781+15%$9.9M$11.4M+$1.5M2026-10-20
FCG Investment Co
DECREASED37,33144,142-6,811-15%$13.4M$11.4M-$2.0M2026-10-13
New Perspectives, Inc
INCREASED36,74633,221+3,525+11%$10.1M$11.2M+$1.1M2026-10-14
Ascentis Independent Advisors
NEW36,745—+36,745——$11.2M—2026-11-03
Sigma Planning Corp
DECREASED36,05639,037-2,981-8%$11.8M$11.0M-$857.5K2026-10-23
Omnitrust Wealth Management, Inc
NEW35,608—+35,608——$10.8M—2026-11-02
United Advisor Group, LLC
INCREASED34,92620,406+14,520+71%$6.2M$10.6M+$4.5M2026-11-03
ATX Financial Planning, LLC
INCREASED34,10728,113+5,994+21%$8.5M$10.4M+$1.9M2026-10-14
Guardian Asset Advisors, LLC
DECREASED33,89436,547-2,653-7%$11.1M$10.3M-$751.8K2026-10-16
Bestgate Wealth Advisors, LLC
INCREASED33,73113,867+19,864+143%$4.2M$10.3M+$6.1M2026-10-13
Gill Capital Partners, LLC
INCREASED32,99629,207+3,789+13%$8.8M$10.1M+$1.2M2026-10-13
WBH Advisory Inc
DECREASED31,92732,038-1110%$9.7M$9.7M+$19.8K2026-11-05
First Heartland Consultants, Inc.
INCREASED31,09225,461+5,631+22%$7.7M$9.5M+$1.8M2026-10-08
Cabot Wealth Management Inc
DECREASED30,93531,176-241-1%$9.4M$9.4M-$21.4K2026-11-05
Financial Futures Ltd Liability Co.
INCREASED30,61429,805+809+3%$9.0M$9.3M+$296.4K2026-10-13
Mueller Wealth, LLC
INCREASED30,59429,948+646+2%$9.1M$9.3M+$246.7K2026-11-05
Raub Brock Capital Management LP
DECREASED30,34031,145-805-3%$9.4M$9.2M-$193.1K2026-10-21
Schear Investment Advisers, LLC
NEW30,077—+30,077——$9.2M—2026-10-14
Tempo Wealth, LLC
DECREASED30,07730,490-413-1%$9.2M$9.2M-$74.9K2026-10-14
SBI Securities Co., Ltd.
INCREASED30,02423,896+6,128+26%$7.2M$9.1M+$1.9M2026-10-22
Integrity Wealth Advisors, Inc.
NEW29,730—+29,730——$9.1M—2026-10-29
HT Partners LLC
DECREASED29,43129,465-340%$8.9M$9.0M+$38.8K2026-10-20
Virtue Capital Management, LLC
INCREASED29,4176,936+22,481+324%$2.1M$9.0M+$6.9M2026-10-29
Worth Asset Management, LLC
DECREASED29,24854,410-25,162-46%$16.5M$8.9M-$7.6M2026-10-07
Milestones Private Investment Advisors LLC
DECREASED29,21929,371-152-1%$8.9M$8.9M+$2.7K2026-10-19
Visionary Wealth Advisors
INCREASED28,98726,103+2,884+11%$7.9M$8.8M+$922.2K2026-11-04
Tennessee Valley Asset Management Partners
INCREASED28,78126,203+2,578+10%$7.9M$8.8M+$829.0K2026-11-03
International Assets Investment Management, LLC
INCREASED28,77123,770+5,001+21%$7.1M$8.8M+$1.7M2026-11-02
Retirement Financial Solutions, LLC
INCREASED28,48827,380+1,108+4%$8.3M$8.7M+$383.2K2026-10-20
Procyon Advisors, LLC
DECREASED28,31529,200-885-3%$8.8M$8.6M-$220.7K2026-10-21
Basso Capital Management, L.P.
INCREASED28,08027,564+516+2%$8.4M$8.6M+$203.3K2026-10-30
Cooper Financial Group
INCREASED27,99427,695+299+1%$8.4M$8.5M+$137.4K2026-10-07
Redwood Financial Network Corp
INCREASED27,97527,231+744+3%$8.3M$8.5M+$272.2K2026-11-03
Echo45 Advisors LLC
INCREASED27,55227,426+126+0%$8.3M$8.4M+$84.0K2026-10-07
Carnegie Investment Counsel
DECREASED27,09133,411-6,320-19%$10.1M$8.3M-$1.9M2026-10-20
Cornerstone Wealth Group, LLC
NEW27,036—+27,036——$8.2M—2026-11-02
Arkansas Financial Group, Inc.
INCREASED27,02925,192+1,837+7%$7.6M$8.2M+$601.7K2026-10-26
Appalachian Capital Management Ltd
INCREASED26,54126,536+5+0%$8.0M$8.1M+$45.9K2026-10-14
Pearl Planning LLC
INCREASED26,39122,592+3,799+17%$6.8M$8.0M+$1.2M2026-10-13
IMG Wealth Management, Inc.
INCREASED26,14122,510+3,631+16%$6.8M$8.0M+$1.1M2026-10-27
bLong Financial, LLC
DECREASED25,97841,832-15,854-38%$12.7M$7.9M-$4.8M2026-10-29
Fulton Bank, N.A.
INCREASED25,8918,040+17,851+222%$2.4M$7.9M+$5.5M2026-10-14
Bernardo Wealth Planning LLC
INCREASED25,67220,595+5,077+25%$6.2M$7.8M+$1.6M2026-10-23
Lynch Investment Planning, LLC
INCREASED25,65823,567+2,091+9%$7.1M$7.8M+$676.3K2026-10-27
Sanders Morris Harris LLC
NEW25,477—+25,477——$7.8M—2026-10-14
Triton Wealth Management, Pllc
INCREASED25,40119,872+5,529+28%$5.8M$7.2M+$1.4M2026-11-04
JGP Wealth Management, LLC
INCREASED25,18721,974+3,213+15%$6.7M$7.7M+$1.0M2026-10-13
Great Lakes Retirement, Inc.
INCREASED25,13924,116+1,023+4%$7.3M$7.7M+$353.5K2026-10-26
Centennial Wealth Advisory LLC
INCREASED25,06423,126+1,938+8%$7.0M$7.6M+$629.0K2026-10-16
Koshinski Asset Management, Inc.
INCREASED25,03810,487+14,551+139%$3.2M$7.6M+$4.5M2026-10-29
Total Clarity Wealth Management, Inc.
DECREASED24,88133,348-8,467-25%$10.1M$7.6M-$2.5M2026-10-26
Avestar Capital, LLC
DECREASED24,50024,699-199-1%$7.5M$7.5M-$19.4K2026-10-28
Encompass More Asset Management
INCREASED24,14421,510+2,634+12%$6.5M$7.4M+$838.4K2026-10-16
Wealthcare Advisory Partners LLC
DECREASED24,08724,992-905-4%$7.6M$7.3M-$234.0K2026-10-21
D.A. Davidson & Co.
INCREASED23,94619,966+3,980+20%$6.0M$7.3M+$1.2M2026-10-28
Strategic Advisors LLC
INCREASED23,42723,285+142+1%$7.1M$7.1M+$82.3K2026-10-13
USAdvisors Wealth Management, LLC
INCREASED23,38023,075+305+1%$7.0M$7.1K-$7.0M2026-10-21
Davenport & Co LLC
INCREASED23,2684,701+18,567+395%$1.4M$7.1M+$5.7M2026-10-14
WJ Wealth Management, LLC
INCREASED23,22421,727+1,497+7%$6.6M$7.1M+$492.3K2026-11-03
YHB Investment Advisors, Inc.
INCREASED22,35219,750+2,602+13%$6.0M$6.8M+$825.7K2026-10-08
Vontobel Holding Ltd.
INCREASED22,06817,470+4,598+26%$5.3M$6.7M+$1.4M2026-10-16
Collaborative Wealth Managment Inc.
DECREASED21,83422,831-997-4%$6.9M$6.7M-$265.7K2026-11-06
New Wave Wealth Advisors LLC
INCREASED21,82421,040+784+4%$6.4M$6.7M+$307.2K2026-10-19
Eddie Patel Inc
DECREASED21,78422,435-651-3%$6.8M$6.6M-$161.0K2026-11-02
SFM, LLC d/b/a Sweeney Financial Advisors
INCREASED21,63810,299+11,339+110%$3.1M$6.6M+$3.5M2026-10-14
High Note Wealth, LLC
INCREASED21,45721,236+221+1%$6.4M$6.5M+$102.8K2026-10-27
Synergy Asset Management, LLC
INCREASED21,332748+20,584+2752%$226.6K$6.5M+$6.3M2026-11-05
Bensler, LLC
INCREASED21,16520,936+229+1%$6.3M$6.4M+$104.5K2026-11-05
Focus Wealth Advisors, LLC
DECREASED21,15221,473-321-1%$6.5M$6.4M-$61.9K2026-10-14
Evolution Wealth Management Inc.
INCREASED21,09217,301+3,791+22%$5.2M$6.4M+$1.2M2026-10-28
Toth Financial Advisory Corp
DECREASED20,79621,063-267-1%$6.4M$6.3M-$46.2K2026-10-08
Westside Investment Management, Inc.
DECREASED20,64020,799-159-1%$6.3M$6.3M-$6.4K2026-11-02
Onyx Bridge Wealth Group LLC
INCREASED20,02720,021+6+0%$6.1M$6.1M+$35.3K2026-10-16
Novem Group
INCREASED19,95319,552+401+2%$5.9M$6.1M+$154.9K2026-10-19
Smith Shellnut Wilson LLC
DECREASED19,75820,298-540-3%$6.1M$6.0M-$130.6K2026-10-21
Prism Advisors, Inc.
DECREASED19,63822,047-2,409-11%$6.7M$6.0M-$634.0K2026-10-09
Three Seasons Wealth, LLC
INCREASED19,61410,088+9,526+94%$3.1M$6.0M+$2.9M2026-11-03
Atlas Private Wealth Advisors
INCREASED19,48219,270+212+1%$5.8M$5.9M+$96.8K2026-10-23
Kingswood Wealth Advisors, LLC
INCREASED19,26114,108+5,153+37%$4.3M$5.9M+$1.6M2026-10-23
Coquina Private Wealth LLC
DECREASED19,03819,243-205-1%$5.8M$5.8M-$30.5K2026-10-27
Shuttleworth & Co
DECREASED18,98319,034-510%$5.8M$5.8M+$16.3K2026-10-30
Purus Wealth Management, LLC
INCREASED18,92018,083+837+5%$5.5M$5.8M+$285.5K2026-10-15
Avidian Wealth Enterprises, LLC
INCREASED18,87515,806+3,069+19%$4.8M$5.8M+$961.3K2026-10-08
Dynamic Advisor Solutions LLC
DECREASED18,67918,693-140%$5.7M$5.7M+$26.8K2026-10-13
Luken Investment Analytics, LLC
INCREASED18,53618,487+49+0%$5.6M$5.6M+$45.8K2026-11-06
BankPlus Wealth Management LLC
INCREASED18,42414,547+3,877+27%$4.4M$5.6M+$1.2M2026-10-13
Turning Point Benefit Group, Inc.
INCREASED18,35617,326+1,030+6%$5.2M$5.6M+$406.7K2026-10-28
Money Concepts Capital Corp
INCREASED18,30614,230+4,076+29%$4.3M$5.6M+$1.3M2026-11-06
Rainier Family Wealth Inc
INCREASED18,24514,383+3,862+27%$4.4M$5.6M+$1.2M2026-11-02
Landmark Wealth Management, LLC
INCREASED17,88416,893+991+6%$5.1M$5.4M+$330.1K2026-11-03
AGH Wealth Advisors, LLC
DECREASED17,70318,418-715-4%$5.6M$5.4M-$187.3K2026-10-26
IFP Advisors, Inc
DECREASED17,48225,302-7,820-31%$7.7M$5.3M-$2.3M2026-10-16
Hegarty Advisors, LLC
INCREASED17,19115,181+2,010+13%$4.6M$5.2M+$637.6K2026-10-20
Moneco Advisors, LLC
INCREASED17,05312,422+4,631+37%$3.8M$5.2M+$1.4M2026-11-05
Bright Financial Advisors, Inc.
INCREASED17,00016,469+531+3%$5.0M$5.2M+$188.9K2026-10-23
Meridian Financial Advisors, LLC
INCREASED16,73316,554+179+1%$5.0M$5.1M+$82.2K2026-10-14
National Wealth Management Group, LLC
INCREASED16,72115,810+911+6%$4.8M$5.1M+$303.9K2026-10-26
TD Waterhouse Canada Inc.
INCREASED16,5755,323+11,252+211%$1.6M$5.1M+$3.5M2026-10-16
Allworth Financial LP
INCREASED16,03915,299+740+5%$4.6M$4.9M+$224.1K2026-11-06
Golden State Wealth Management, LLC
INCREASED15,93514,708+1,227+8%$4.5M$4.9M+$398.3K2026-11-02
Keystone Wealth Services, LLC
INCREASED15,91814,645+1,273+9%$4.4M$4.8M+$399.3K2026-11-03
Family Legacy Financial Solutions, LLC
INCREASED15,77515,470+305+2%$4.7M$4.8M+$118.7K2026-10-07
Cassaday & Co Wealth Management LLC
INCREASED15,59815,201+397+3%$4.6M$4.8M+$146.4K2026-10-27
Woodard & Co Asset Management Group Inc
DECREASED15,49041,422-25,932-63%$12.5M$4.7M-$7.8M2026-11-03
AMG National Trust Bank
INCREASED15,48513,323+2,162+16%$4.0M$4.7M+$680.9K2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED15,47712,063+3,414+28%$3.7M$4.7M+$1.1M2026-11-03
Avalon Capital Management
NEW15,315—+15,315——$4.7M—2026-11-04
Elm3 Financial Group, LLC
INCREASED15,06014,882+178+1%$4.5M$4.6M+$79.2K2026-10-07
Mather Group, Llc.
INCREASED15,04814,598+450+3%$4.4M$4.6M+$161.5K2026-10-14
AlphaCore Capital LLC
DECREASED14,76716,392-1,625-10%$5.0M$4.5M-$467.7K2026-11-04
Crestwood Advisors Group, LLC
INCREASED14,75411,608+3,146+27%$3.5M$4.5M+$977.7K2026-10-27
Lebenthal Global Advisors, LLC
INCREASED14,52013,602+918+7%$4.1M$4.4M+$302.3K2026-10-28
BKM Wealth Management, LLC
DECREASED14,30115,816-1,515-10%$4.8M$4.4M-$435.1K2026-10-22
Mid-American Wealth Advisory Group, Inc.
INCREASED14,12111,594+2,527+22%$3.5M$4.3M+$789.2K2026-10-21
Unique Wealth, LLC
NEW13,856—+13,856——$4.2M—2026-10-16
Valeo Financial Advisors, LLC
INCREASED13,72010,958+2,762+25%$3.3M$4.2M+$859.8K2026-10-08
NWF Advisory Services Inc.
INCREASED13,69311,721+1,972+17%$3.6M$4.2M+$620.3K2026-10-19
Jackson Square Capital, LLC
INCREASED13,69213,638+54+0%$4.1M$4.2M+$39.1K2026-10-19
Iams Wealth Management, LLC
INCREASED13,5297,630+5,899+77%$2.3M$4.1M+$1.8M2026-10-15
Wedbush Securities Inc
INCREASED13,50312,064+1,439+12%$3.7M$4.1K-$3.7M2026-10-22
Garton & Associates Financial Advisors LLC
INCREASED13,42512,502+923+7%$3.8M$4.1M+$302.1K2026-10-30
Patriot Financial Group Insurance Agency, LLC
DECREASED13,41513,522-107-1%$4.1M$4.1M-$10.1K2026-10-14
Bank of New Hampshire
INCREASED12,94512,600+345+3%$3.8M$3.9M+$126.1K2026-10-06
Gilbert Capital Group, Inc.
DECREASED12,85926,751-13,892-52%$8.1M$3.9M-$4.2M2026-10-28
Alchemi Wealth, LLC
DECREASED12,80913,443-634-5%$4.1M$3.9M-$170.4K2026-11-04
Flagship Private Wealth, LLC
INCREASED12,79112,342+449+4%$3.7M$3.9M+$157.6K2026-11-05
Austin Wealth Management, LLC
INCREASED12,78112,702+79+1%$3.6M$3.9M+$297.9K2026-11-06
Destiny Capital Corp
DECREASED12,70813,517-809-6%$4.1M$3.9M-$223.9K2026-11-03
Private Trust Co NA
INCREASED12,65010,306+2,344+23%$3.1M$3.9M+$731.3K2026-10-20
Wagner Wealth Management, Corp
INCREASED12,59011,683+907+8%$3.5M$3.8M+$295.8K2026-10-20
Commonwealth Financial Services, LLC
DECREASED12,54715,226-2,679-18%$4.6M$3.8M-$790.9K2026-10-20
Silverlake Wealth Management LLC
DECREASED12,52112,756-235-2%$3.9M$3.8M-$50.1K2026-10-21
Sulzberger Capital Advisors, Inc.
DECREASED12,38012,777-397-3%$3.9M$3.8M-$99.3K2026-10-20
Titleist Asset Management, LLC
INCREASED12,2979,199+3,098+34%$2.8M$3.7M+$959.0K2026-10-08
McElhenny Sheffield Capital Management, LLC
NEW12,296—+12,296——$3.7M—2026-11-06
Rede Wealth, LLC
INCREASED12,17411,675+499+4%$3.5M$3.7M+$171.4K2026-10-22
BCS Wealth Management
DECREASED12,12512,254-129-1%$3.7M$3.7M-$18.8K2026-11-03
Hyposwiss Advisors SA
UNCHANGED11,78011,78000%$3.6M$3.6M+$19.7K2026-10-26
Apollon Wealth Management, LLC
DECREASED11,69512,345-650-5%$3.7M$3.6M-$177.5K2026-10-23
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED11,60412,243-639-5%$3.7M$3.5M-$174.2K2026-10-20
Canvas Wealth Advisors, LLC
INCREASED11,5177,238+4,279+59%$2.2M$3.4M+$1.2M2026-11-02
Redhawk Wealth Advisors, Inc.
DECREASED11,43312,177-744-6%$3.7M$3.5M-$206.6K2026-10-14
Beam Wealth Advisors, Inc.
DECREASED11,40812,164-756-6%$3.7M$3.5M-$210.1K2026-11-03
Park Avenue Securities LLC
INCREASED11,36510,486+879+8%$3.2M$3.5M+$285.0K2026-10-26
Founders Financial Securities LLC
INCREASED11,34710,738+609+6%$3.3M$3.5M+$203.5K2026-10-28
Third View Private Wealth, LLC
INCREASED11,25111,233+18+0%$3.4M$3.4M+$24.2K2026-10-30
Sagespring Wealth Partners, LLC
INCREASED11,22711,145+82+1%$3.4M$3.4M+$43.7K2026-10-22
Paladin Wealth, LLC
INCREASED11,22110,670+551+5%$3.2M$3.4M+$185.5K2026-10-23
jvl associates llc
INCREASED11,21811,170+48+0%$3.4M$3.4M+$33.3K2026-10-09
Kieckhefer Group LLC
INCREASED11,17110,480+691+7%$3.2M$3.4M+$228.1K2026-10-13
Cornerstone Advisory, LLC
INCREASED11,04710,532+515+5%$3.2M$3.4M+$174.6K2026-11-06
Atticus Wealth Management, LLC
INCREASED11,0056,120+4,885+80%$1.9M$3.4M+$1.5M2026-10-20
Falcon Wealth Planning
INCREASED10,96210,636+326+3%$3.2M$3.3M+$117.0K2026-11-06
First Financial Corp
INCREASED10,90810,295+613+6%$3.1M$3.3M+$203.9K2026-10-13
CFS Investment Advisory Services, LLC
DECREASED10,84511,395-550-5%$3.3M$3.4M+$48.4K2026-10-19
Connecticut Capital Management Group, LLC
DECREASED10,82211,055-233-2%$3.3M$3.3M-$52.7K2026-10-29
Wealth Management Nebraska
DECREASED10,69110,919-228-2%$3.3M$3.3M-$51.3K2026-10-26
Tactive Advisors, LLC
DECREASED10,63029,459-18,829-64%$8.9M$3.2M-$5.7M2026-10-08
SMI Advisory Services, LLC
INCREASED10,4257,608+2,817+37%$2.3M$3.2M+$961.9K2026-10-13
Balentine LLC
UNCHANGED10,38910,38900%$3.1M$3.2M+$17.4K2026-11-03
Sun Group Wealth Partners
INCREASED10,0994,684+5,415+116%$1.4M$3.1M+$1.7M2026-10-26
Valued Retirements, Inc.
INCREASED9,8948,822+1,072+12%$2.7M$3.0M+$341.3K2026-11-06
Sightline Wealth Advisors, LLC
INCREASED9,8319,721+110+1%$2.9M$3.0M+$49.8K2026-10-21
Strategic Blueprint, LLC
INCREASED9,8049,701+103+1%$2.9M$3.0M+$47.6K2026-10-22
Integrated Advisors Network LLC
DECREASED9,68410,178-494-5%$3.1M$3.0M-$133.5K2026-10-20
Weitzel Financial Services, Inc.
INCREASED9,6819,065+616+7%$2.7M$3.0M+$332.7K2026-10-16
Meridian Wealth Management, LLC
DECREASED9,51220,440-10,928-53%$6.2M$2.9M-$3.3M2026-11-05
Balefire, LLC
NEW9,491—+9,491——$2.9M—2026-10-09
Box Hill Private Wealth LLC
INCREASED9,3678,102+1,265+16%$2.5M$2.9M+$398.8K2026-10-05
Pioneer Family Office, LLC
UNCHANGED9,3509,35000%$2.8M$2.8M+$15.6K2026-10-30
Comprehensive Wealth Management, LLC
INCREASED9,3499,287+62+1%$2.8M$2.8M+$34.5K2026-11-02
GK Wealth Management LLC
DECREASED9,31612,440-3,124-25%$3.8M$2.8M-$931.3K2026-10-09
Csenge Advisory Group
INCREASED9,2237,822+1,401+18%$2.4M$2.8M+$439.8K2026-11-04
Fifth Third Bancorp
DECREASED9,2149,499-285-3%$2.9M$2.8M-$70.9K2026-11-05
Swmg, LLC
NEW9,135—+9,135——$2.7M—2026-10-23
RDA Financial Network
DECREASED9,1119,844-733-7%$3.0M$2.8M-$206.8K2026-10-15
LexAurum Advisors, LLC
DECREASED9,10925,842-16,733-65%$7.8M$2.8M-$5.1M2026-10-19
Larson Financial Group LLC
INCREASED9,0196,470+2,549+39%$2.0M$2.7M+$787.3K2026-11-05
PFG Advisors
DECREASED9,00814,160-5,152-36%$4.3M$2.7M-$1.5M2026-10-16
Redwood Family Wealth LLC
INCREASED8,9438,678+265+3%$2.6M$2.7M+$95.0K2026-10-20
Root Financial Partners, LLC
DECREASED8,82210,119-1,297-13%$3.1M$2.7M-$378.1K2026-10-21
Certuity, LLC
INCREASED8,6598,420+239+3%$2.6M$2.6M+$87.1K2026-11-02
Savant Capital, LLC
INCREASED8,5348,366+168+2%$2.5M$2.6M+$70.7K2026-11-06
Brandywine OAK Private Wealth LLC
DECREASED8,4828,489-70%$2.6M$2.6M+$12.0K2026-10-23
Curtis Advisory Group, LLC
INCREASED8,4298,273+156+2%$2.5M$2.6M+$61.3K2026-10-28
Hanseatic Management Services Inc
DECREASED8,31610,487-2,171-21%$3.2M$2.5M-$643.9K2026-10-27
Evanson Financial, LLC
INCREASED8,2968,288+8+0%$2.5M$2.5M+$16.4K2026-10-23
Intrua Financial, LLC
INCREASED8,2407,153+1,087+15%$2.2M$2.5M+$343.1K2026-10-28
Optima Capital LLC
INCREASED8,2254,793+3,432+72%$1.5M$2.5M+$1.1M2026-10-29
IFS Advisors, LLC
NEW8,167—+8,167——$2.5M—2026-10-14
Fortitude Financial, LLC
NEW8,135—+8,135——$2.5M—2026-10-19
Advus Financial Partners, LLC
INCREASED8,0327,438+594+8%$2.3M$2.4M+$193.5K2026-10-20
Kellett Wealth Advisors, LLC
INCREASED7,9806,850+1,130+17%$2.1M$2.4M+$355.6K2026-10-15
Comprehensive Financial Planning, Inc.
INCREASED7,9397,861+78+1%$2.4M$2.4M+$37.1K2026-10-27
Fifth Third Securities, Inc.
INCREASED7,8826,360+1,522+24%$1.9M$2.4M+$474.3K2026-10-21
Global Financial Private Client, LLC
INCREASED7,8267,807+19+0%$2.4M$2.4M+$18.8K2026-10-15
Blvd Private Wealth, LLC
INCREASED7,8176,782+1,035+15%$2.1M$2.4M+$326.6K2026-10-14
Crescent Grove Advisors, LLC
UNCHANGED7,7957,79500%$2.4M$2.4M+$13.1K2026-10-21
AdvisorNet Financial, Inc
DECREASED7,7838,979-1,196-13%$2.7M$2.3M-$384.5K2026-10-15
Seros Financial, LLC
INCREASED7,7747,683+91+1%$2.3M$2.4M+$40.6K2026-10-21
Tanglewood Wealth Management, Inc.
INCREASED7,6885,556+2,132+38%$1.7M$2.3M+$658.8K2026-10-23
Belvedere Trading LLC
NEW7,573—+7,573——$2.3M—2026-11-05
Legacy Wealth Partners, LLC
NEW7,525—+7,525——$2.3M—2026-10-15
Summit Financial Consulting LLC
DECREASED7,52222,796-15,274-67%$6.9M$2.3M-$4.6M2026-10-15
CRA Financial Services, LLC
INCREASED7,4926,878+614+9%$2.1M$2.3M+$198.6K2026-10-16
Goldstein Advisors, LLC
DECREASED7,4407,471-310%$2.3M$2.3M+$3.0K2026-10-15
Trinity Wealth Management, LLC
INCREASED7,4246,897+527+8%$2.1M$2.3M+$172.1K2026-10-13
Strong Tower Advisory Services
INCREASED7,4077,137+270+4%$2.2M$2.3M+$94.2K2026-10-13
Clear Creek Financial Management, LLC
INCREASED7,3775,969+1,408+24%$1.8M$2.2M+$439.0K2026-10-28
Northbridge Financial Group, LLC
INCREASED7,3386,192+1,146+19%$1.9M$2.3M+$419.2K2026-11-05
CPR Investments Inc.
INCREASED7,2913,427+3,864+113%$1.0M$2.2M+$1.2M2026-10-26
GenTrust, LLC
DECREASED7,27524,170-16,895-70%$7.3M$2.2M-$5.1M2026-11-06
Emerald Advisors, LLC
DECREASED7,2267,469-243-3%$2.3M$2.2M-$61.5K2026-10-13
Chicago Partners Investment Group LLC
INCREASED7,1254,412+2,713+61%$1.3M$2.1M+$809.2K2026-10-27
Fiscal Wisdom Wealth Management, LLC
INCREASED7,0936,777+316+5%$2.1M$2.2M+$107.5K2026-10-16
Compound Planning, Inc.
INCREASED7,0705,951+1,119+19%$1.8M$2.2M+$350.7K2026-11-05
Relyea Zuckerberg Hanson LLC
INCREASED7,0187,013+5+0%$2.1M$2.1M+$13.3K2026-10-20
Fulcrum Equity Management
NEW7,017—+7,017——$2.1M—2026-10-21
Fisher Asset Management, LLC
INCREASED6,8824,866+2,016+41%$1.5M$2.1M+$622.2K2026-11-06
Triumph Capital Management
INCREASED6,8756,208+667+11%$1.9M$2.1M+$213.6K2026-10-14
Summit Wealth Group LLC / Co
INCREASED6,7456,355+390+6%$1.9M$2.1M+$129.3K2026-10-29
Arsenal Capital Advisors LLC
INCREASED6,6625,610+1,052+19%$1.7M$2.0M+$330.0K2026-11-02
Resonant Capital Advisors, LLC
UNCHANGED6,6616,66100%$2.0M$2.0M+$11.1K2026-10-15
BXM Wealth LLC
UNCHANGED6,5696,56900%$2.0M$2.0M+$11.0K2026-11-03
Stonehearth Capital Management, LLC
DECREASED6,45724,543-18,086-74%$7.4M$2.0M-$5.5M2026-10-13
OxenFree Capital LLC
INCREASED6,4526,213+239+4%$1.8M$2.0M+$202.7K2026-10-07
Wedmont Private Capital
DECREASED6,4446,518-74-1%$1.9M$2.0M+$36.8K2026-10-09
TrueWealth Advisors, LLC
INCREASED6,4216,286+135+2%$1.9M$2.0M+$51.5K2026-10-09
Elevation Point Wealth Partners, LLC
INCREASED6,4122,105+4,307+205%$637.9K$2.0M+$1.3M2026-11-05
Aldebaran Financial Inc.
INCREASED6,3984,104+2,294+56%$1.2M$1.9M+$705.7K2026-11-06
Colonial River Investments, LLC
INCREASED6,3946,195+199+3%$1.9M$1.9M+$70.7K2026-10-19
Cottage Street Advisors LLC
INCREASED6,2443,440+2,804+82%$1.0M$1.9M+$859.8K2026-10-19
Capital Investment Advisors, LLC
INCREASED6,1703,920+2,250+57%$1.2M$1.9M+$691.7K2026-10-22
Mascagni Wealth Management, Inc.
INCREASED6,1506,005+145+2%$1.8M$1.9M+$54.2K2026-10-23
Kennicott Capital Management LLC
DECREASED6,1376,205-68-1%$1.9M$1.9M-$10.4K2026-10-16
Hutchens & Kramer Investment Management Group, LLC
NEW6,093—+6,093——$1.9M—2026-10-16
Fort Washington Investment Advisors Inc
UNCHANGED6,0336,03300%$1.8M$1.8M+$10.1K2026-10-15
Facet Wealth, Inc.
INCREASED5,8783,809+2,069+54%$1.2M$1.8M+$636.6K2026-11-04
Marble Harbor Investment Counsel, LLC
UNCHANGED5,8015,80100%$1.8M$1.8M+$9.7K2026-11-06
Investment Planning Advisors, Inc.
DECREASED5,794101,440-95,646-94%$30.7M$1.8M-$29.0M2026-10-14
Quartz Partners, LLC
INCREASED5,7565,379+377+7%$1.6M$1.8M+$124.0K2026-11-03
6th Street Advisors, LLC
DECREASED5,7495,752-30%$1.7M$1.8M+$8.7K2026-10-14
Pacific Asset Management, LLC
INCREASED5,7415,486+255+5%$1.7M$1.7M+$86.9K2026-10-15
AlphaStar Capital Management, LLC
INCREASED5,7403,698+2,042+55%$1.1M$1.7M+$628.2K2026-10-16
Financial & Tax Architects, LLC
DECREASED5,6376,249-612-10%$1.9M$1.7M-$175.9K2026-10-15
Ipsen Advisor Group LLC
DECREASED5,6275,670-43-1%$1.7M$1.7M-$3.6K2026-10-29
Opulen Financial Group LLC
INCREASED5,5215,517+4+0%$1.7M$1.7M+$10.2K2026-10-22
MFG Investments, LLC
NEW5,510—+5,510——$1.7M—2026-10-30
Bulwark Capital Corp
INCREASED5,4732,591+2,882+111%$784.9K$1.7M+$882.3K2026-10-13
Revisor Wealth Management LLC
INCREASED5,4284,876+552+11%$1.5M$1.6M+$142.7K2026-10-20
Flavin Financial Services, Inc.
DECREASED5,4246,039-615-10%$1.8M$1.7M-$177.3K2026-10-21
Uptick Partners, LLC
INCREASED5,3855,021+364+7%$1.5M$1.6M+$119.4K2026-11-04
Sharkey, Howes & Javer
UNCHANGED5,3845,38400%$1.6M$1.6M+$9.1K2026-10-22
Russell Investments Group, Ltd.
INCREASED5,3455,299+46+1%$1.6M$1.6M+$23.5K2026-11-06
Beacon Capital Management, Inc.
NEW5,310—+5,310——$1.6M—2026-10-13
Cape Investment Advisory, Inc.
INCREASED5,3004,937+363+7%$1.5M$1.6M+$119.1K2026-10-13
Zega Investments, LLC
DECREASED5,2205,391-171-3%$1.6M$1.6M-$43.1K2026-11-04
Foster Victor Wealth Advisors, LLC
DECREASED5,17712,287-7,110-58%$3.6M$1.5M-$2.1M2026-10-21
Parallel Advisors, LLC
DECREASED5,1735,204-31-1%$1.6M$1.6M-$1.0K2026-11-03
Modera Wealth Management, LLC
INCREASED5,1553,900+1,255+32%$1.2M$1.6M+$388.7K2026-10-28
Herbst Group, LLC
INCREASED5,1152,059+3,056+148%$623.9K$1.6M+$934.5K2026-10-20
Integrity Alliance, Llc.
INCREASED5,1154,843+272+6%$1.5M$1.6M+$90.8K2026-10-29
Moors & Cabot, Inc.
DECREASED5,0965,928-832-14%$1.8M$1.6M-$243.4K2026-11-06
Independent Wealth Network Inc.
INCREASED5,0714,582+489+11%$1.4M$1.5M+$156.8K2026-10-19
Nadler Financial Group, Inc.
DECREASED5,0636,158-1,095-18%$1.9M$1.5M-$323.3K2026-10-23
Smart Wealth LLC
INCREASED5,0503,616+1,434+40%$1.1M$1.5M+$442.7K2026-11-04
Nicholas Wealth, Llc.
INCREASED5,0394,981+58+1%$1.5M$1.5M+$25.8K2026-10-26
Rockingstone Advisors LLC
DECREASED5,0335,108-75-1%$1.5M$1.5M-$14.3K2026-10-16
Bullock Wealth Management Group
INCREASED4,9754,788+187+4%$1.4M$1.5M+$90.3K2026-10-09
Renasant Bank
DECREASED4,9295,181-252-5%$1.6M$1.5M-$68.1K2026-11-05
SeaCrest Wealth Management, LLC
INCREASED4,9173,231+1,686+52%$978.8K$1.5M+$519.0K2026-10-21
NorthCrest Asset Manangement, LLC
INCREASED4,8804,629+251+5%$1.4M$1.5M+$123.9K2026-10-13
Everest Financial Group LLC
INCREASED4,8762,261+2,615+116%$685.0K$1.5M+$800.4K2026-11-06
Dedeker Financial LLC
INCREASED4,8584,849+9+0%$1.5M$1.5M+$10.8K2026-10-23
Soltis Investment Advisors LLC
INCREASED4,8543,622+1,232+34%$1.1M$1.5M+$381.4K2026-10-28
Beacon Financial Advisory LLC
DECREASED4,8315,152-321-6%$1.6M$1.5M-$89.2K2026-10-16
Retirement Planning Co of New England, Inc.
INCREASED4,7894,373+416+10%$1.3M$1.5M+$134.0K2026-10-15
Advisor Resource Council
INCREASED4,7894,668+121+3%$1.4M$1.5M+$101.8K2026-11-05
Fortune Financial Group, Inc.
INCREASED4,6814,311+370+9%$1.3M$1.4M+$120.1K2026-10-22
Legacy Private Trust Co.
INCREASED4,6544,621+33+1%$1.4M$1.4M+$17.8K2026-10-06
Orba Wealth Advisors, L.L.C.
INCREASED4,6103,310+1,300+39%$1.0M$1.4M+$401.6K2026-10-23
Blue Water Asset Management
INCREASED4,5504,509+41+1%$1.4M$1.4M+$20.1K2026-11-04
Abound Wealth Management
DECREASED4,5484,703-155-3%$1.4M$1.4M-$39.3K2026-10-26
Capital Investment Advisory Services, LLC
DECREASED4,4344,492-58-1%$1.4M$1.3M-$13.4K2026-10-30
Birch Financial Group, LLC
DECREASED4,4034,622-219-5%$1.4M$1.3M-$59.1K2026-10-27
Firestone Capital Management
INCREASED4,3763,792+584+15%$1.1M$1.3M+$184.3K2026-11-03
City State Bank
DECREASED4,3735,980-1,607-27%$1.8M$1.3M-$479.6K2026-10-20
Lanark Financial, Inc.
INCREASED4,3591,502+2,857+190%$455.2K$1.3M+$872.9K2026-10-26
AGP Franklin, LLC
INCREASED4,3543,505+849+24%$1.1M$1.3M+$264.5K2026-11-04
Simplicity Wealth,LLC
DECREASED4,3194,778-459-10%$1.4M$1.3M-$131.8K2026-10-23
Tillman Hartley LLC
NEW4,312—+4,312——$1.3M—2026-11-06
Traynor Capital Management, Inc.
INCREASED4,2853,377+908+27%$1.0M$1.3M+$282.4K2026-10-29
MW Advisory, LLC
DECREASED4,2354,655-420-9%$1.4M$1.3M-$120.2K2026-10-19
Clearstead Trust, LLC
INCREASED4,2092,707+1,502+55%$820.1K$1.3M+$462.1K2026-11-06
CDM Financial Counseling Services, Inc.
INCREASED4,2034,032+171+4%$1.2M$1.3M+$58.8K2026-10-15
Cynosure Group, LLC
NEW4,197—+4,197——$1.3M—2026-11-03
Equity Wealth Partners, LLC
INCREASED4,1943,830+364+10%$1.2M$1.3M+$117.1K2026-10-26
Lighthouse Wealth Management Inc.
INCREASED4,0983,090+1,008+33%$936.2K$1.2M+$312.3K2026-10-13
Lord & Richards Wealth Management, LLC
DECREASED4,0564,927-871-18%$1.5M$1.2M-$257.3K2026-10-14
Nations Financial Group Inc,
INCREASED4,0494,001+48+1%$1.2M$1.2M+$21.3K2026-11-05
Indivisible Partners
INCREASED4,0494,044+5+0%$1.2M$1.2M+$8.4K2026-10-26
Quad-Cities Investment Group, LLC
INCREASED4,0083,503+505+14%$1.1M$1.2M+$159.7K2026-10-16
Krilogy Financial LLC
INCREASED3,9563,576+380+11%$1.1M$1.2M+$131.8K2026-10-13
FSM Wealth Advisors, LLC
DECREASED3,8983,933-35-1%$1.2M$1.2M+$8.4K2026-10-27
Endowment Wealth Management, Inc.
INCREASED3,8753,040+835+27%$921.2K$1.2M+$259.4K2026-11-03
Well Done, LLC
INCREASED3,8383,424+414+12%$1.0M$1.2M+$131.8K2026-10-20
Mystic Asset Management, Inc.
INCREASED3,7863,270+516+16%$990.7K$1.2M+$162.7K2026-10-15
Dhjj Financial Advisors, Ltd.
INCREASED3,7803,427+353+10%$1.0M$1.2M+$113.3K2026-10-23
Spire Wealth Management
DECREASED3,7585,742-1,984-35%$1.7M$1.1M-$595.0K2026-10-30
Brighton Jones LLC
INCREASED3,7562,837+919+32%$859.6K$1.1M+$284.8K2026-11-03
Taylor Financial Group, Inc.
INCREASED3,7503,565+185+5%$1.1M$1.1M+$62.3K2026-11-02
Goodman Advisory Group, LLC
DECREASED3,7194,065-346-9%$1.2M$1.1M-$98.6K2026-11-02
Shoker Investment Counsel, Inc.
DECREASED3,7003,730-30-1%$1.1M$1.1M-$2.9K2026-11-04
Milestone Asset Management Group, LLC
INCREASED3,6773,262+415+13%$988.1K$1.1M+$132.1K2026-10-20
Ares Financial Consulting, LLC
INCREASED3,6763,673+3+0%$1.1M$1.1M+$7.1K2026-10-19
TSG Advice Partners, LLC
NEW3,621—+3,621——$1.1M—2026-10-29
TopTier Wealth Management, LLC
INCREASED3,5931,915+1,678+88%$580.3K$1.1M+$514.2K2026-10-16
XML Financial, LLC
INCREASED3,5881,573+2,015+128%$476.6K$1.1M+$616.5K2026-10-29
Blue Line Capital, LLC / IL
INCREASED3,5623,231+331+10%$979.0K$1.1M+$106.3K2026-11-04
Centerpoint Advisory Group
DECREASED3,4913,547-56-2%$1.1M$1.1M-$11.1K2026-10-23
Creative Financial Designs Inc
INCREASED3,4311,249+2,182+175%$378.5K$1.0M+$666.8K2026-11-04
Nikulski Financial, Inc.
INCREASED3,3952,791+604+22%$845.7K$1.0M+$188.6K2026-11-06
Bright Futures Wealth Management, Llc.
INCREASED3,3633,147+216+7%$953.5K$1.0M+$71.1K2026-10-23
Diversified Management Inc
UNCHANGED3,3403,34000%$1.0M$1.0M+$5.6K2026-10-08
Focused Alpha, LLC
INCREASED3,3062,939+367+12%$890.4K$1.0M+$116.8K2026-10-20
First Nebraska Trust Co
INCREASED3,2741,990+1,284+65%$602.9K$997.3K+$394.4K2026-10-30
Legacy Solutions, LLC
UNCHANGED3,2613,26100%$988.0K$993.4K+$5.4K2026-10-07
Tempus Wealth Planning, LLC
DECREASED3,2393,277-38-1%$992.8K$986.7K-$6.1K2026-10-14
Entrewealth, LLC
INCREASED3,1862,988+198+7%$879.2K$970.6K+$91.3K2026-10-14
Saxony Capital Management, LLC
INCREASED3,1791,560+1,619+104%$472.6K$968.3K+$495.7K2026-10-15
Crusonia Wealth Advisors LLC
DECREASED3,1513,490-339-10%$1.1M$960.0K-$97.3K2026-10-26
Perennial Advisors, LLC
INCREASED3,111805+2,306+286%$243.9K$947.7K+$703.8K2026-10-13
Venture Visionary Partners LLC
DECREASED3,1095,030-1,921-38%$1.5M$947.2K-$576.8K2026-10-07
Aspirean Wealth, LLC
INCREASED3,0681,794+1,274+71%$543.5K$934.6K+$391.1K2026-11-03
Reality Financial Planning Services, LLC
UNCHANGED3,0373,03700%$920.1K$925.2K+$5.1K2026-11-03
Daviman Financial, LLC
INCREASED3,0363,020+16+1%$915.1K$925.0K+$9.9K2026-11-06
Fiduciary Alliance LLC
DECREASED3,0073,562-555-16%$1.1M$915.9K-$163.1K2026-10-13
PKS Advisory Services, LLC
UNCHANGED2,9842,98400%$903.8K$903.8K$02026-10-26
Robinswood Financial LLC
DECREASED2,9773,474-497-14%$1.1M$880.4K-$172.2K2026-10-20
Peachtree Investment Partners, LLC
DECREASED2,9753,192-217-7%$967.2K$906.3K-$60.8K2026-11-05
Segment Wealth Management, LLC
INCREASED2,9712,326+645+28%$704.7K$905.1K+$200.4K2026-10-26
Trust Co of Toledo NA
INCREASED2,9532,883+70+2%$873.5K$899.6K+$26.1K2026-10-16
Braeburn Wealth Management LLC
INCREASED2,8782,825+53+2%$856.1K$876.7K+$20.6K2026-10-15
Washington Trust Advisors, Inc.
UNCHANGED2,8652,86500%$868.0K$872.8K+$4.8K2026-10-22
Assetmark, Inc
INCREASED2,8301,709+1,121+66%$517.8K$862.2K+$344.4K2026-10-21
Naples Global Advisors, LLC
INCREASED2,8192,759+60+2%$835.8K$858.7K+$22.9K2026-11-05
Madrona Financial Services, LLC
DECREASED2,8172,827-100%$856.5K$858.2K+$1.7K2026-10-23
Sound Income Strategies, LLC
DECREASED2,8142,848-34-1%$862.8K$866.4K+$3.6K2026-10-09
Jacobi Capital Management LLC
INCREASED2,8112,257+554+25%$683.9K$856.2K+$172.3K2026-11-05
RIA Advisory Group LLC
DECREASED2,7995,513-2,714-49%$1.7M$852.8K-$817.5K2026-10-15
EverSource Wealth Advisors, LLC
DECREASED2,7972,889-92-3%$875.2K$851.8K-$23.3K2026-11-04
HB Wealth Management, LLC
INCREASED2,7482,636+112+4%$798.9K$837.1K+$38.2K2026-10-23
Gaddis Premier Wealth Advisors LLC
DECREASED2,7413,274-533-16%$992.0K$835.0K-$157.0K2026-10-29
OceanIQ Capital, LLC
INCREASED2,7081,370+1,338+98%$405.3K$829.0K+$423.7K2026-10-19
Legacy Capital Wealth Partners, LLC
NEW2,698—+2,698——$821.9K—2026-10-21
Integras Partners LLC
DECREASED2,6793,699-1,020-28%$1.1M$816.1K-$304.6K2026-10-30
Cidel Asset Management Inc
INCREASED2,6622,628+34+1%$796.2K$811.0K+$14.7K2026-10-29
Columbia Asset Management
UNCHANGED2,6312,63100%$797.1K$801.5K+$4.4K2026-10-19
Stillwater Wealth Management Group
INCREASED2,6292,615+14+1%$792.3K$800.8K+$8.5K2026-10-21
Washington Trust Co
INCREASED2,6072,182+425+19%$661.1K$794.2K+$133.1K2026-10-22
Archer Investment Corp
INCREASED2,5932,534+59+2%$767.7K$789.9K+$22.2K2026-11-05
Dutch Asset Corp
INCREASED2,5502,271+279+12%$688.2K$777.1K+$88.8K2026-10-20
Beaumont Financial Advisors, LLC
INCREASED2,5432,529+14+1%$766.3K$774.8K+$8.5K2026-10-22
Northwest Financial Advisors
DECREASED2,5382,635-97-4%$798.4K$773.3K-$25.1K2026-10-27
Barclays PLC
INCREASED2,4662,068+398+19%$626.5K$751.2K+$124.7K2026-11-06
Ashton Thomas Securities, LLC
DECREASED2,4543,219-765-24%$975.2K$747.7K-$227.5K2026-10-26
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED2,4521,696+756+45%$513.9K$747.1K+$233.2K2026-10-27
Gen-Wealth Partners Inc
INCREASED2,4432,415+28+1%$731.7K$744.2K+$12.5K2026-11-04
Principle Wealth Partners LLC
INCREASED2,4251,779+646+36%$539.0K$738.9K+$199.9K2026-11-02
Matauro, LLC
NEW2,399—+2,399——$730.7K—2026-11-03
Summit Global Investments
INCREASED2,3901,963+427+22%$595.0K$728.0K+$133.0K2026-10-28
Mlp3, LLC
NEW2,386—+2,386——$726.8K—2026-10-22
Embree Financial Group
DECREASED2,3602,736-376-14%$829.0K$718.8K-$110.1K2026-10-22
Mesirow Financial Investment Management, Inc.
INCREASED2,3572,074+283+14%$628.5K$718.5K+$90.0K2026-11-05
Robertson Stephens Wealth Management, LLC
INCREASED2,2821,858+424+23%$562.9K$695.2K+$132.3K2026-10-16
WealthPlan Investment Management, LLC
DECREASED2,2582,551-293-11%$773.0K$687.9K-$85.1K2026-10-15
ETF Portfolio Partners, Inc.
DECREASED2,2272,269-42-2%$687.5K$678.5K-$9.0K2026-10-22
FF Advisors,LLC
UNCHANGED2,2162,21600%$671.4K$675.1K+$3.7K2026-10-21
World Equity Group, Inc.
DECREASED2,1672,215-48-2%$671.9K$660.3K-$11.6K2026-10-14
Asset Dedication, LLC
INCREASED2,1282,075+53+3%$628.7K$648.1K+$19.4K2026-11-03
Santori & Peters, Inc.
INCREASED2,1162,086+30+1%$631.9K$644.8K+$12.8K2026-10-26
Sensible Money, LLC
INCREASED2,1072,070+37+2%$627.2K$642.0K+$14.8K2026-10-20
Accretive Wealth Partners, LLC
UNCHANGED2,1032,10300%$637.1K$640.7K+$3.5K2026-11-06
Accurate Wealth Management, LLC
DECREASED2,1022,524-422-17%$754.0K$643.5K-$110.4K2026-10-20
Thayer Partners, LLC / MA
INCREASED2,0801,837+243+13%$556.6K$633.6K+$77.0K2026-11-06
DSG Capital Advisors, LLC
DECREASED2,0602,231-171-8%$661.1K$627.6K-$33.5K2026-11-05
Peak Financial Advisors LLC
DECREASED2,0562,926-870-30%$886.6K$626.4K-$260.2K2026-10-28
Avaii Wealth Management, LLC
INCREASED2,0361,976+60+3%$598.8K$628.6K+$29.9K2026-10-09
Liberty Atlantic Advisors LLC
INCREASED2,0341,402+632+45%$424.8K$619.8K+$195.0K2026-10-14
Private Client Services, LLC
DECREASED2,0263,692-1,666-45%$1.1M$617.1K-$501.3K2026-10-02
BlueChip Wealth Advisors LLC
INCREASED2,0052,000+5+0%$605.9K$610.8K+$4.9K2026-11-03
Sunpointe, LLC
DECREASED1,9992,249-250-11%$681.4K$609.0K-$72.4K2026-10-22
Choreo, LLC
INCREASED1,9861,035+951+92%$313.7K$605.0K+$291.3K2026-10-28
Register Financial Advisors LLC
INCREASED1,9611,165+796+68%$353.0K$597.5K+$244.6K2026-10-23
Yelin Lapidot Holdings Management Ltd.
DECREASED1,9603,406-1,446-42%$1.0M$597.1K-$434.8K2026-10-26
Opal Wealth Advisors, LLC
INCREASED1,9581,713+245+14%$519.0K$596.5K+$77.5K2026-10-16
Guidance Capital, Inc
INCREASED1,9221,486+436+29%$431.8K$539.1K+$107.3K2026-11-03
Nfsg Corp
INCREASED1,9211,449+472+33%$439.0K$585.2K+$146.2K2026-10-15
Carlton Hofferkamp & Jenks Wealth Management, LLC
INCREASED1,9081,577+331+21%$458.0K$564.0K+$106.0K2026-10-21
Spectrum Strategic Capital Management, LLC
DECREASED1,9062,231-325-15%$676.0K$580.6K-$95.3K2026-10-22
Howard Financial Services, Ltd.
DECREASED1,8942,032-138-7%$615.7K$576.9K-$38.7K2026-10-15
Obermeyer Wealth Partners
DECREASED1,8812,357-476-20%$714.1K$572.9K-$141.2K2026-10-21
Durante & Waters, LLC
INCREASED1,8751,873+2+0%$567.4K$571.1K+$3.7K2026-10-28
Fulton Breakefield Broenniman LLC
NEW1,855—+1,855——$565.0K—2026-11-03
Whalen Wealth Management Inc.
DECREASED1,8312,845-1,014-36%$862.0K$557.8K-$304.2K2026-10-08
Kraft, Davis & Associates, LLC
DECREASED1,8302,246-416-19%$654.7K$543.2K-$111.4K2026-10-21
KWB Wealth
INCREASED1,8231,821+2+0%$551.8K$555.4K+$3.6K2026-10-16
Elevated Capital Advisors, LLC
DECREASED1,8001,832-32-2%$555.0K$548.4K-$6.7K2026-11-04
IPG Investment Advisors LLC
DECREASED1,7961,928-132-7%$584.1K$547.1K-$37.0K2026-10-30
Seven Hills Financial, LLC
NEW1,795—+1,795——$546.8K—2026-10-13
Kathmere Capital Management, LLC
INCREASED1,7911,763+28+2%$534.1K$545.6K+$11.5K2026-10-20
Partners Wealth Management, LLC
NEW1,790—+1,790——$545.4K—2026-10-28
Fifth Third Wealth Advisors LLC
DECREASED1,7821,808-26-1%$547.8K$542.9K-$4.9K2026-10-22
Planned Solutions, Inc.
UNCHANGED1,7541,75400%$531.4K$534.3K+$2.9K2026-10-19
Higgins & Schmidt Wealth Strategies LLC
DECREASED1,7451,766-21-1%$535.0K$531.6K-$3.4K2026-10-26
Insight Advisors, LLC/ PA
NEW1,742—+1,742——$530.6K—2026-10-22
NovaPoint Capital, LLC
INCREASED1,7321,452+280+19%$439.9K$527.8K+$87.9K2026-10-22
Silverleafe Capital Partners, LLC
DECREASED1,7301,870-140-7%$566.6K$527.0K-$39.5K2026-10-02
Ridgewood Investments LLC
DECREASED1,7061,786-80-4%$541.2K$519.8K-$21.4K2026-10-05
Acute Investment Advisory, LLC
DECREASED1,6881,712-24-1%$518.7K$514.2K-$4.5K2026-10-16
MSH Capital Advisors LLC
NEW1,671—+1,671——$509.0K—2026-11-03
Parcion Private Wealth LLC
UNCHANGED1,6711,67100%$506.3K$509.1K+$2.8K2026-10-28
SimpliFi, Inc.
INCREASED1,6561,654+2+0%$501.2K$504.5K+$3.3K2026-10-28
Old National Bancorp
DECREASED1,6521,907-255-13%$577.8K$503.3K-$74.5K2026-10-20
LJI Wealth Management, LLC
INCREASED1,6501,472+178+12%$446.1K$502.8K+$56.7K2026-10-28
Capital Square, LLC
INCREASED1,6471,345+302+22%$402.0K$502.0K+$100.0K2026-10-19
ETF Store, Inc.
INCREASED1,6371,595+42+3%$483.4K$498.8K+$15.4K2026-10-19
Fairway Wealth LLC
INCREASED1,626754+872+116%$228.6K$495.3K+$266.7K2026-10-30
Allspring Global Investments Holdings, LLC
INCREASED1,6081,372+236+17%$403.7K$496.9K+$93.2K2026-11-04
Freedom Financial Partners LLC
INCREASED1,6001,598+2+0%$484.2K$487.3K+$3.1K2026-10-19
Fiduciary Financial Group, LLC
UNCHANGED1,5801,58000%$478.6K$481.2K+$2.6K2026-10-13
Cullen T Bankers, Inc.
DECREASED1,5501,598-48-3%$484.1K$472.0K-$12.1K2026-10-28
Capital CS Group, LLC
INCREASED1,542808+734+91%$244.7K$469.6K+$225.0K2026-10-29
BankPlus Trust Department
INCREASED1,534737+797+108%$223.3K$467.3K+$244.0K2026-11-06
Kanawha Capital Management LLC
NEW1,518—+1,518——$462.6K—2026-10-19
Baxter Bros Inc
INCREASED1,517898+619+69%$272.1K$462.1K+$190.1K2026-11-04
Wilmington Savings Fund Society, FSB
UNCHANGED1,5121,51200%$458.1K$460.6K+$2.5K2026-10-23
Rakuten Securities, Inc.
INCREASED1,5081,110+398+36%$336.3K$459.4K+$123.1K2026-11-02
Sheets Smith Wealth Management
INCREASED1,5051,496+9+1%$453.2K$458.5K+$5.2K2026-10-16
Clear Point Advisors Inc.
INCREASED1,504913+591+65%$276.7K$458.2K+$181.6K2026-10-30
Gamma Investing LLC
INCREASED1,4951,150+345+30%$348.4K$455.4K+$107.0K2026-10-08
Mills Wealth Advisors LLC
INCREASED1,4871,456+31+2%$441.0K$453.1K+$12.1K2026-10-22
BostonPremier Wealth LLC
INCREASED1,4811,380+101+7%$418.1K$451.1K+$33.1K2026-10-16
Transce3nd, LLC
NEW1,462—+1,462——$436.6K—2026-10-26
JSF Financial, LLC
DECREASED1,4541,545-91-6%$468.1K$443.0K-$25.1K2026-10-22
Ridgecrest Wealth Partners, LLC
INCREASED1,4491,434+15+1%$434.5K$441.4K+$7.0K2026-10-19
HUB Investment Partners, LLC
DECREASED1,4482,384-936-39%$722.2K$441.0K-$281.2K2026-11-03
Unique Wealth Strategies, LLC
UNCHANGED1,4381,43800%$435.6K$435.6K$02026-10-13
VCI Wealth Management LLC
INCREASED1,4331,364+69+5%$413.3K$436.5K+$23.3K2026-10-29
Noesis Capital Mangement Corp
INCREASED1,4261,262+164+13%$382.3K$434.4K+$52.1K2026-10-26
RMR Wealth Builders
DECREASED1,4251,921-496-26%$581.9K$434.1K-$147.8K2026-10-22
First National Trust Co
INCREASED1,4251,400+25+2%$424.2K$434.1K+$10.0K2026-10-28
Avid Wealth Partners LLC
NEW1,423—+1,423——$433.6K—2026-11-03
Willow Creek Wealth Management Inc.
NEW1,419—+1,419——$432.4K—2026-10-26
Sanchez Wealth Management Group
DECREASED1,41217,897-16,485-92%$5.4M$430.2K-$5.0M2026-11-02
Apella Capital, LLC
INCREASED1,4111,143+268+23%$334.0K$440.1K+$106.1K2026-10-08
Joel Isaacson & Co., LLC
DECREASED1,4001,500-100-7%$454.4K$426.6K-$27.8K2026-11-05
Southland Equity Partners LLC
UNCHANGED1,3861,38600%$419.9K$422.2K+$2.3K2026-10-14
Certified Advisory Corp
DECREASED1,3801,574-194-12%$477.0K$420.3K-$56.7K2026-10-29
Langley Wealth Management, LLC
INCREASED1,3771,012+365+36%$306.6K$419.5K+$112.9K2026-11-04
Titan Investment Management LLC
NEW1,364—+1,364——$415.6K—2026-10-22
Old Port Advisors
INCREASED1,3571,356+1+0%$410.9K$413.5K+$2.6K2026-10-23
O'Connor Financial Group LLC
INCREASED1,3521,336+16+1%$404.8K$411.9K+$7.1K2026-10-26
Share Andrew L.
UNCHANGED1,3501,35000%$409.0K$411.3K+$2.3K2026-11-06
Bailard, Inc.
NEW1,332—+1,332——$405.8K—2026-10-13
Integrity Advisory Solutions, LLC
DECREASED1,3321,395-63-5%$422.9K$405.9K-$17.0K2026-10-29
MBE Wealth Management, LLC
INCREASED1,3301,122+208+19%$339.9K$405.3K+$65.4K2026-10-26
Bryant Woods Investment Advisors, LLC
INCREASED1,326939+387+41%$284.3K$403.7K+$119.3K2026-10-26
Clark Asset Management, LLC
INCREASED1,3091,308+1+0%$396.3K$398.8K+$2.5K2026-10-19
Altus Wealth Group LLC
DECREASED1,2905,841-4,551-78%$1.8M$393.0K-$1.4M2026-10-20
Base Wealth Management LLC
INCREASED1,2711,246+25+2%$377.5K$387.1K+$9.7K2026-10-21
CWA Asset Management Group, LLC
INCREASED1,2701,024+246+24%$310.2K$387.0K+$76.7K2026-10-19
BIP Wealth, LLC
DECREASED1,2581,552-294-19%$470.3K$383.2K-$87.1K2026-10-22
Financial Synergies Wealth Advisors, Inc.
UNCHANGED1,2561,25600%$380.5K$382.6K+$2.1K2026-10-16
Members Wealth LLC
INCREASED1,2521,138+114+10%$344.8K$390.5K+$45.8K2026-10-20
DecisionPoint Financial, LLC
UNCHANGED1,2501,25000%$373.3K$382.0K+$8.7K2026-10-27
WBI Investments, LLC
DECREASED1,24811,725-10,477-89%$3.6M$380.2K-$3.2M2026-11-05
Mission Wealth Management, LP
DECREASED1,2464,913-3,667-75%$1.5M$379.5K-$1.1M2026-10-15
Valmark Advisers, Inc.
INCREASED1,2421,203+39+3%$364.5K$378.3K+$13.8K2026-11-06
OpenArc Corporate Advisory, LLC
INCREASED1,235690+545+79%$209.1K$376.2K+$167.2K2026-10-21
AMI Investment Management Inc
NEW1,224—+1,224——$372.9K—2026-10-27
Ledgewood Wealth Advisors, LLC
INCREASED1,2201,218+2+0%$368.9K$371.6K+$2.6K2026-10-09
Fragasso Financial Advisors Inc
INCREASED1,219835+384+46%$252.9K$377.1K+$124.2K2026-10-13
Oxler Private Wealth LLC
UNCHANGED1,1911,19100%$360.8K$362.8K+$2.0K2026-10-21
TCI Wealth Advisors, Inc.
UNCHANGED1,1901,19000%$360.5K$362.5K+$2.0K2026-10-30
Stonebridge Financial Group, LLC
INCREASED1,1871,156+31+3%$350.3K$361.7K+$11.5K2026-10-01
Compass Ion Advisors, LLC
INCREASED1,179666+513+77%$201.8K$359.3K+$157.5K2026-10-23
Signaturefd, LLC
DECREASED1,1741,189-15-1%$360.2K$357.5K-$2.7K2026-10-23
Parsons Capital Management Inc
DECREASED1,1511,171-20-2%$354.8K$350.6K-$4.1K2026-10-28
Eagle Wealth Advisors LLC
NEW1,149—+1,149——$350.0K—2026-10-20
LongView Wealth Management
INCREASED1,1431,083+60+6%$328.0K$348.2K+$20.1K2026-10-19
Wealth Dimensions Group, Ltd.
INCREASED1,1291,052+77+7%$318.7K$344.1K+$25.4K2026-11-02
SteelPeak Wealth, LLC
INCREASED1,1121,019+93+9%$308.8K$338.9K+$30.1K2026-10-16
Fortress Financial Group, LLC
INCREASED1,1061,099+7+1%$332.9K$336.8K+$3.9K2026-10-21
Samalin Investment Counsel, LLC
INCREASED1,1041,099+5+0%$333.0K$336.3K+$3.3K2026-10-23
Purewater Capital LLC
INCREASED1,0991,098+1+0%$332.8K$334.7K+$1.9K2026-10-23
Pinnacle Associates LTD
INCREASED1,094894+200+22%$270.8K$333.3K+$62.6K2026-10-20
Arista Wealth Management, LLC
INCREASED1,0941,026+68+7%$310.7K$333.1K+$22.4K2026-10-29
American Institute for Advanced Investment Management, LLP
UNCHANGED1,0861,08600%$329.2K$331.0K+$1.8K2026-11-03
Earned Wealth Advisors, LLC
NEW1,071—+1,071——$326.2K—2026-11-06
Watershed Private Wealth LLC
DECREASED1,0711,073-20%$325.1K$326.3K+$1.2K2026-10-30
Droms Strauss Advisors Inc
INCREASED1,0631,062+1+0%$321.7K$323.8K+$2.1K2026-11-03
Fermata Advisors, LLC
DECREASED1,0621,477-415-28%$447.4K$323.5K-$123.9K2026-10-13
Radnor Capital Management, LLC
NEW1,060—+1,060——$322.9K—2026-10-23
Iron Financial LLC
INCREASED1,0501,046+4+0%$316.9K$319.7K+$2.8K2026-10-23
McAdam, LLC
DECREASED1,0281,504-476-32%$455.8K$313.3K-$142.5K2026-10-21
Transcendent Capital Group LLC
DECREASED1,0261,047-21-2%$317.2K$312.6K-$4.6K2026-10-28
Soundwatch Capital LLC
UNCHANGED1,0221,02200%$309.6K$315.5K+$5.9K2026-11-04
Advisory Advocates, LLC
DECREASED1,0051,194-189-16%$361.7K$306.2K-$55.6K2026-11-05
Ironwood Financial, llc
UNCHANGED99899800%$292.4K$304.0K+$11.6K2026-10-20
Flagstar Securities, Inc
DECREASED9911,337-346-26%$405.4K$301.9K-$103.4K2026-10-15
Symphony Financial, Ltd. Co.
INCREASED990851+139+16%$257.5K$301.8K+$44.3K2026-10-22
Foresight Capital Management Advisors, Inc.
DECREASED9781,024-46-4%$310.2K$297.9K-$12.3K2026-10-27
Cedar Mountain Advisors, LLC
UNCHANGED96996900%$293.6K$295.2K+$1.6K2026-10-15
Burns Matteson Capital Management, LLC
DECREASED961994-33-3%$301.2K$292.8K-$8.4K2026-10-16
Global Assets Advisory, LLC
INCREASED952848+104+12%$254.0K$295.9K+$41.9K2026-10-28
ARK & TLK Investments, LLC
UNCHANGED95095000%$287.8K$289.4K+$1.6K2026-10-20
West Wealth Group, LLC
INCREASED944943+1+0%$285.8K$287.7K+$1.9K2026-10-14
Telos Capital Management, Inc.
NEW939—+939——$286.1K—2026-11-02
Longview Financial Advisors, Inc.
DECREASED938939-10%$284.4K$286.0K+$1.6K2026-10-09
RM Financial Services, LLC
DECREASED936956-20-2%$289.6K$285.1K-$4.5K2026-11-03
Baker Avenue Asset Management, LP
NEW922—+922——$280.9K—2026-11-06
Community Bank & Trust, Waco, Texas
NEW921—+921——$281—2026-10-19
Shepherd Financial Partners LLC
UNCHANGED92092000%$278.7K$280.3K+$1.5K2026-11-03
Collaborative Capital Advisors LLC
UNCHANGED91591500%$277.2K$278.7K+$1.5K2026-11-06
Core Wealth Partners LLC
INCREASED913902+11+1%$273.2K$278.1K+$5.0K2026-11-02
Cadent Capital Advisors, LLC
DECREASED9111,656-745-45%$501.8K$277.4K-$224.4K2026-10-09
BAM Wealth Management, LLC
NEW909—+909——$276.9K—2026-10-15
Argyle Capital Partners, LLC
NEW893—+893——$272.0K—2026-10-23
Floyd Financial Group LLC
DECREASED892900-8-1%$266.7K$273.1K+$6.4K2026-10-28
Stanley-Laman Group, Ltd.
UNCHANGED89189100%$269.9K$271.4K+$1.5K2026-10-20
Legacy Advisory Services, LLC
NEW884—+884——$269.3K—2026-10-20
Ridgeline Wealth Planning, LLC
DECREASED877893-16-2%$270.6K$267.2K-$3.4K2026-10-29
Castleview Partners, LLC
NEW869—+869——$264.9K—2026-10-09
Innovative Wealth Building LLC
NEW862—+862——$262.6K—2026-10-14
Goldenstone Wealth Management LLC
INCREASED860857+3+0%$259.6K$262.1K+$2.5K2026-11-04
Balboa Wealth Partners
INCREASED848788+60+8%$238.7K$258.3K+$19.6K2026-10-20
Cypress Wealth Services, LLC
INCREASED842838+4+0%$253.8K$263.5K+$9.6K2026-10-21
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED8401,213-373-31%$367.7K$255.9K-$111.8K2026-10-14
Waterfront Wealth Inc.
UNCHANGED84084000%$250.9K$248.2K-$2.8K2026-11-03
Convergence Financial, LLC
NEW836—+836——$254.7K—2026-10-27
Concord Wealth Partners
DECREASED8351,312-477-36%$397.5K$254.4K-$143.1K2026-11-02
Plante Moran Financial Advisors, LLC
DECREASED834987-153-15%$299.0K$254.1K-$45.0K2026-11-04
Copper Harbor Investment Advisors, LLC
NEW832—+832——$253.5K—2026-10-16
Strong Retirement Solutions LLC
NEW832—+832——$253.5K—2026-10-07
Oakworth Capital, Inc.
DECREASED8301,336-506-38%$404.7K$252.9K-$151.8K2026-10-26
Leo Wealth, LLC
NEW822—+822——$250.4K—2026-10-26
Triad Wealth Partners, LLC
NEW821—+821——$250.2K—2026-10-26
Acorn Wealth Advisors, LLC
NEW812—+812——$247.4K—2026-10-19
Magnus Financial Group LLC
NEW807—+807——$246.0K—2026-10-21
Strategic Planning Group, LLC
NEW794—+794——$242.2K—2026-10-22
Brown Miller Wealth Management, LLC
UNCHANGED79479400%$240.6K$241.9K+$1.3K2026-11-02
Latitude Advisors, LLC
NEW793—+793——$241.6K—2026-10-27
Joseph P. Lucia & Associates, LLC
NEW792—+792——$241.2K—2026-10-30
Brooklyn FI, LLC
INCREASED7857+778+11114%$2.0K$223.7K+$221.6K2026-11-05
Baker Boyer National Bank
INCREASED773734+39+5%$222.4K$235.5K+$13.1K2026-11-05
Hofer & Associates. Inc
NEW769—+769——$234.3K—2026-10-13
RED Crane Wealth Management, LLC
INCREASED769732+37+5%$221.6K$234.3K+$12.6K2026-10-14
Long Island Wealth Management, Inc.
UNCHANGED76576500%$231.8K$233.1K+$1.3K2026-10-20
Matrix Asset Advisors Inc
UNCHANGED76376300%$231.2K$232.4K+$1.3K2026-10-13
Winch Advisory Services, LLC
NEW752—+752——$229.0K—2026-11-06
Wiser Wealth Management, Inc
UNCHANGED75075000%$227.2K$228.5K+$1.3K2026-10-14
International Private Wealth Advisors LLC
NEW745—+745——$227.1K—2026-11-05
Advisor OS, LLC
DECREASED7401,027-287-28%$311.2K$225.5K-$85.7K2026-11-03
Occidental Asset Management, LLC
UNCHANGED73673600%$223.0K$224.2K+$1.2K2026-11-05
Artesa Financial Group, LLC
DECREASED735750-15-2%$227.2K$223.9K-$3.3K2026-10-29
Tannin Capital LLC
UNCHANGED72972900%$220.9K$222.1K+$1.2K2026-11-05
WealthCare Investment Partners, LLC
UNCHANGED72272200%$218.7K$220.1K+$1.4K2026-11-05
Curran Financial Partners, LLC
DECREASED716792-76-10%$240.0K$218.1K-$21.8K2026-11-04
Allen Mooney & Barnes Investment Advisors LLC
NEW715—+715——$217.7K—2026-10-08
MassMutual Private Wealth & Trust, FSB
UNCHANGED71571500%$216.6K$217.8K+$1.2K2026-10-05
TCP Asset Management, LLC
NEW704—+704——$217.3K—2026-10-14
Avantax Planning Partners, Inc.
DECREASED704864-160-19%$261.8K$214.6K-$47.2K2026-11-03
XY Planning Network, Inc.
NEW700—+700——$213.2K—2026-10-14
Pier 88 Investment Partners LLC
NEW700—+700——$213.2K—2026-11-06
Heritage Investors Management Corp
UNCHANGED70070000%$212.0K$213.0K+$1.0K2026-10-29
Trust Co of Vermont
INCREASED698666+32+5%$201.8K$212.6K+$10.9K2026-10-21
Bryn Mawr Trust Advisors, LLC
NEW696—+696——$212.1K—2026-11-04
Blue Trust, Inc.
DECREASED6891,417-728-51%$429.2K$210.0K-$219.2K2026-10-15
First Security Investment Management, Inc.
UNCHANGED68968900%$208.6K$210.0K+$1.4K2026-11-05
Pinnacle Wealth Management Advisory Group, LLC
NEW679—+679——$206.8K—2026-10-23
Global Trust Wealth Management LLC
DECREASED678708-30-4%$214.5K$206.5K-$8.0K2026-10-14
First Citizens Bank & Trust Co
NEW675—+675——$205.6K—2026-10-14
Souders Financial Advisors
NEW672—+672——$204.7K—2026-11-03
FWG Investments, Llc.
NEW664—+664——$202.4K—2026-11-03
Evermay Wealth Management LLC
INCREASED66472+592+822%$21.8K$202.1K+$180.3K2026-11-05
Westco Advisory Services Inc
NEW659—+659——$200.8K—2026-10-14
Armstrong Advisory Group, Inc
DECREASED620645-25-4%$195.4K$188.9K-$6.5K2026-10-09
First Premier Bank
UNCHANGED61161100%$185$186+$12026-10-13
American National Bank & Trust
UNCHANGED60060000%$181.8K$182.8K+$1.0K2026-10-07
Blue Bell Private Wealth Management, LLC
NEW571—+571——$173.9K—2026-10-29
West Paces Advisors Inc.
INCREASED522520+2+0%$157.5K$159.0K+$1.5K2026-10-13
RMG Wealth Management LLC
NEW506—+506——$146.8K—2026-10-26
Signature Resources Capital Management, LLC
UNCHANGED49749700%$150.6K$151.4K+$8322026-10-16
Key FInancial Inc
UNCHANGED46646600%$141.2K$142.0K+$7782026-11-02
Hazlett, Burt & Watson, Inc.
DECREASED464468-4-1%$127.0K$127.0K-$12026-11-04
Richardson Capital Management LLC
INCREASED454442+12+3%$133.8K$138.4K+$4.5K2026-10-23
Pacific Center for Financial Services
INCREASED444443+1+0%$134.4K$135.2K+$8742026-10-15
Heritage Family Offices, LLP
NEW421—+421——$128.2K—2026-11-02
Rossby Financial, LCC
INCREASED400101+299+296%$30.5K$121.8K+$91.3K2026-11-05
Provenance Wealth Advisors, LLC
NEW390—+390——$118.8K—2026-10-30
Payden & Rygel
UNCHANGED39039000%$118.0K$119.0K+$1.0K2026-10-28
Nova Financial LLC
NEW383—+383——$116.7K—2026-11-04
Parkside Financial Bank & Trust
DECREASED343458-115-25%$138.9K$104.4K-$34.5K2026-10-27
Avion Wealth
UNCHANGED33133100%$100.0K$100.0K$02026-11-04
Investors Research Corp
INCREASED326127+199+157%$38.5K$99.3K+$60.8K2026-10-07
Prudent Man Investment Management, Inc.
NEW323—+323——$98.4K—2026-11-03
Financial Management Professionals, Inc.
INCREASED320319+1+0%$96.7K$97.3K+$6322026-10-23
Global Trust Asset Management, LLC
INCREASED307306+1+0%$92.7K$93.5K+$8152026-10-19
Robbins Farley
INCREASED300280+20+7%$84.8K$91.4K+$6.6K2026-10-21
Activest Wealth Management
INCREASED295294+1+0%$89.2K$89.8K+$5832026-10-15
Signature Equity Partners, LLC
INCREASED293261+32+12%$79.1K$89.3K+$10.2K2026-10-29
Hurley Capital, LLC
INCREASED288229+59+26%$69.5K$87.9K+$18.4K2026-11-05
Valued Wealth Advisors LLC
UNCHANGED27727700%$83.9K$84.4K+$4632026-11-05
Moisand Fitzgerald Tamayo, LLC
INCREASED266237+29+12%$71.8K$81.0K+$9.3K2026-10-15
Clearstead Advisors, LLC
INCREASED264187+77+41%$56.5K$80.4K+$23.8K2026-11-06
Tsfg, LLC
UNCHANGED25925900%$78.0K$79-$77.9K2026-10-23
United Community Bank
NEW255—+255——$77.7K—2026-10-28
UMB Bank, n.a.
UNCHANGED25025000%$75.7K$76.2K+$4172026-11-06
Montag A & Associates Inc
NEW249—+249——$75.9K—2026-10-29
Monetary Solutions, Ltd
UNCHANGED23723700%$71.8K$72.2K+$3962026-10-22
Align Financial, LLC
UNCHANGED21221200%$64.2K$64.6K+$3542026-10-16
Wagner Wealth Management, LLC
INCREASED2108+202+2525%$2.4K$64.0K+$61.6K2026-10-21
DiNuzzo Private Wealth, Inc.
UNCHANGED21021000%$63.6K$64.0K+$3512026-10-16
Realta Investment Advisors
NEW209—+209——$63.8K—2026-10-14
Bank & Trust Co
UNCHANGED18018000%$54.5K$54.8K+$3002026-10-07
Bradley & Co. Private Wealth Management, LLC
UNCHANGED17717700%$53.6K$53.9K+$2962026-10-23
Hughes Financial Services, LLC
UNCHANGED17617600%$53.3K$51.8K-$1.5K2026-10-30
Trust Co
DECREASED173213-40-19%$64.7K$52.8K-$11.8K2026-10-09
Blueline Advisors LLC
NEW171—+171——$52.1K—2026-10-15
SJS Investment Consulting Inc.
UNCHANGED16716700%$50.6K$50.9K+$2802026-10-26
Owl Creek Wealth Partners LLC
UNCHANGED14214200%$43.1K$43.4K+$2822026-10-20
Pflug Koory, LLC
INCREASED141140+1+1%$42.6K$42.8K+$2782026-10-26
Quest 10 Wealth Builders, Inc.
UNCHANGED13913900%$42.1K$42.4K+$2332026-11-02
Downshift Financial, LLC
INCREASED13513+122+938%$3.9K$41.1K+$37.2K2026-10-13
Versant Capital Management, Inc
UNCHANGED13513500%$40.8K$41.0K+$2242026-10-02
First Pacific Financial
UNCHANGED13013000%$39.4K$39.6K+$2572026-10-14
Coston, McIsaac & Partners
INCREASED127120+7+6%$36.0K$38.9K+$2.9K2026-11-06
Torren Management, LLC
NEW126—+126——$38.4K—2026-10-29
Cranbrook Wealth Management, LLC
UNCHANGED12512500%$37.9K$38.1K+$2082026-10-28
CKW Financial Group
INCREASED123118+5+4%$35$38+$32026-10-29
Compass Financial Management LLC
INCREASED11337+76+205%$11.2K$34.3K+$23.1K2026-10-30
Country Trust Bank
DECREASED113159-46-29%$48.2K$34.4K-$13.7K2026-10-30
Main Street Group, LTD
INCREASED10798+9+9%$29.7K$32.6K+$2.9K2026-10-28
Rydar Equities, Inc.
NEW106—+106——$33.2K—2026-10-13
NorthAvenue LLC
UNCHANGED10210200%$30.9K$31.1K+$1712026-10-29
Madden Securities Corp
NEW100—+100——$30.5K—2026-10-27
Murphy & Mullick Capital Management Corp
UNCHANGED10010000%$30.3K$30.5K+$1672026-11-02
Pinnacle Bancorp, Inc.
UNCHANGED10010000%$30.3K$30.5K+$1672026-10-21
Salomon & Ludwin, LLC
UNCHANGED10010000%$29.9K$30.5K+$6032026-10-29
Financial Perspectives, Inc
UNCHANGED10010000%$30.3K$30.4K+$1952026-11-03
Indiana Trust & Investment Management Co
UNCHANGED10010000%$30.3K$30.5K+$1672026-10-22
Capital Advisors, Ltd. LLC
UNCHANGED989800%$30$30.0K+$30.0K2026-10-27
Buck Wealth Strategies, LLC
NEW97—+97——$29.6K—2026-10-28
Wolff Wiese Magana LLC
UNCHANGED828200%$24.8K$25.0K+$1372026-10-15
Private Wealth Management Group, LLC
INCREASED7825+53+212%$7.6K$23.8K+$16.2K2026-10-19
Ascentis Wealth Management, LLC
NEW69—+69——$21.0K—2026-11-03
Entrust Financial LLC
NEW62—+62——$18.9K—2026-11-04
Kingdom Financial Group Llc.
INCREASED6257+5+9%$17.2K$18.8K+$1.6K2026-11-04
Beacon Investment Advisory Services, Inc.
UNCHANGED606000%$18.3K$18.4K+$1012026-10-13
Proathlete Wealth Management LLC
UNCHANGED595900%$18.0K$18.1K+$1182026-10-15
Bare Financial Services, Inc
NEW55—+55——$16.9K—2026-11-04
Bear Mountain Capital, Inc.
UNCHANGED525200%$15.3K$15.1K-$1942026-11-04
Elevation Wealth Partners, LLC
INCREASED5145+6+13%$13.5K$15.4K+$1.9K2026-10-07
Wilkerson Advisory Group LLC
INCREASED5147+4+9%$14.3K$15.6K+$1.3K2026-10-20
American Capital Advisory, LLC
UNCHANGED505000%$15.1K$15.2K+$832026-10-28
WPG Advisers, LLC
UNCHANGED505000%$15.1K$15.2K+$832026-10-27
Guardian Partners Inc.
UNCHANGED505000%$15.1K$15.2K+$842026-10-21
Tradewinds Capital Management, LLC
INCREASED4440+4+10%$12.1K$13.4K+$1.3K2026-10-23
West Financial Advisors, LLC
UNCHANGED414100%$12.4K$12.5K+$692026-10-22
JFS Wealth Advisors, LLC
DECREASED38148-110-74%$44.7K$11.6K-$33.1K2026-11-03
Pacifica Partners Inc.
UNCHANGED383800%$11.2K$11.6K+$4622026-10-09
GGM Financial LLC
NEW37—+37——$11.3K—2026-11-05
New England Capital Financial Advisors LLC
DECREASED36112-76-68%$33.8K$10.9K-$22.9K2026-11-03
CX Institutional
INCREASED3520+15+75%$6$11+$52026-10-02
Citizens National Bank Trust Department
NEW32—+32——$9.7K—2026-11-04
Valley National Advisers Inc
INCREASED3230+2+7%$9.2K$9.8K+$6642026-10-23
PKO Investment Management Joint-Stock Co
NEW31—+31——$9.4K—2026-10-19
Albion Financial Group
DECREASED3133-2-6%$10.0K$9.4K-$5552026-10-21
Aspect Partners, LLC
INCREASED3020+10+50%$6.1K$9.1K+$3.1K2026-10-20
Glass Jacobson Investment Advisors llc
UNCHANGED303000%$9.1K$9.1K+$502026-10-26
Pinnacle Wealth Planning Services, Inc.
UNCHANGED282800%$8.5K$8.5K+$472026-10-27
Essential Partners LLC
DECREASED271,422-1,395-98%$430.8K$8.3K-$422.4K2026-10-14
MTM Investment Management, LLC
UNCHANGED272700%$8.2K$8.2K+$452026-10-30
Team Financial Group, LLC
NEW26—+26——$7.9K—2026-10-30
Fortitude Family Office, LLC
UNCHANGED232300%$7.0K$7.0K+$392026-10-14
Cherry Tree Wealth Management, LLC
UNCHANGED212100%$6.4K$6.4K+$352026-10-15
Gleason Group, Inc.
NEW20—+20——$6.1K—2026-10-15
General Partner, Inc.
UNCHANGED202000%$6.1K$6.1K+$342026-10-05
Planning Strategies Inc.
UNCHANGED202000%$6.1K$6.1K+$342026-10-02
Harbor Investment Advisory, LLC
UNCHANGED191900%$5.8K$5.8K+$322026-10-13
Davis Capital Management
UNCHANGED181800%$5.5K$5.5K+$312026-10-08
Halbert Hargrove Global Advisors, LLC
UNCHANGED181800%$5.3K$5.3K+$302026-10-16
Mountain Hill Investment Partners Corp.
INCREASED179+8+89%$2.8K$5.3K+$2.5K2026-10-23
GHP Investment Advisors, Inc.
DECREASED1633-17-52%$10.0K$5.0K-$5.0K2026-10-15
Creative Capital Management Investments LLC
NEW15—+15——$4.6K—2026-10-28
Silver Grove Financial Group, Inc.
UNCHANGED131300%$3.9K$4.0K+$212026-11-05
TFC Financial Management, Inc.
UNCHANGED111100%$3.3K$3.4K+$192026-10-26
Lodestone Wealth Management LLC
NEW10—+10——$3.0K—2026-10-14
Tounjian Advisory Partners, LLC
UNCHANGED9900%$2.7K$2.8K+$182026-11-04
Community Financial Services Group, LLC
UNCHANGED8800%$2.4K$2.4K+$562026-10-15
Princeton Global Asset Management LLC
NEW7—+7——$2.1K—2026-10-21
Farmers & Merchants Trust Co of Chambersburg PA
UNCHANGED6600%$2$2$02026-10-14
Rosenberg Matthew Hamilton
UNCHANGED6600%$1.8K$1.8K+$102026-10-05
Atwood & Palmer Inc
NEW5—+5——$1.7K—2026-10-08
Piscataqua Savings Bank
UNCHANGED5500%$1.5K$1.5K+$92026-10-21
Markowski Investments
UNCHANGED5500%$1.5K$1.5K+$82026-10-30
DB Fitzpatrick & Co, Inc
INCREASED42+2+100%$606$1.2K+$6132026-10-19
Eukles Asset Management
UNCHANGED3300%$909$914+$52026-11-04
Barnes Dennig Private Wealth Management LLC
UNCHANGED2200%$590$513-$772026-10-30
Putney Financial Group LLC
NEW1—+1——$305—2026-10-30
Miller Wealth Advisors, LLC
UNCHANGED1100%$303$305+$22026-11-02
Strategic Advocates LLC
UNCHANGED1100%$303$305+$22026-11-03
Scarborough Advisors, LLC
CLOSED0202,750-202,750-100%$60.2M$0-$60.2M2026-10-16
Ocean Park Asset Management, LLC
CLOSED075,725-75,725-100%$22.9M$0-$22.9M2026-10-21
Providence First Trust Co
CLOSED09,484-9,484-100%$2.9M$0-$2.9M2026-11-02
Cabana LLC
CLOSED07,058-7,058-100%$2.1M$0-$2.1M2026-11-04
Sander Capital Advisors Inc
CLOSED05,540-5,540-100%$1.7K$0-$1.7K2026-10-20
AlphaCentric Advisors LLC
CLOSED04,518-4,518-100%$1.4M$0-$1.4M2026-11-03
Inscription Capital, LLC
CLOSED03,680-3,680-100%$1.1M$0-$1.1M2026-11-02
Reflection Asset Management
CLOSED01,539-1,539-100%$466.3K$0-$466.3K2026-10-28
Schmidt P J Investment Management Inc
CLOSED01,404-1,404-100%$425.3K$0-$425.3K2026-11-02
Dana Investment Advisors, Inc.
CLOSED01,360-1,360-100%$412.0K$0-$412.0K2026-11-06
Discipline Wealth Solutions, LLC
CLOSED01,112-1,112-100%$336.8K$0-$336.8K2026-10-14
Precedent Wealth Partners, LLC
CLOSED01,056-1,056-100%$320.1K$0-$320.1K2026-10-21
Zenith Solutions, Inc.
CLOSED01,040-1,040-100%$315.0K$0-$315.0K2026-10-19
Index Fund Advisors, Inc.
CLOSED0962-962-100%$291.5K$0-$291.5K2026-11-05
Werba Rubin Papier Wealth Management
CLOSED0859-859-100%$260.3K$0-$260.3K2026-11-06
Roberts Financial Services LLC
CLOSED0818-818-100%$247.8K$0-$247.8K2026-10-23
Teamwork Financial Advisors, LLC
CLOSED0700-700-100%$212.1K$0-$212.1K2026-10-19
Vermillion Wealth Management, Inc.
CLOSED0572-572-100%$173.3K$0-$173.3K2026-10-26
Farmers & Merchants Investments Inc
CLOSED0527-527-100%$159.7K$0-$159.7K2026-10-22
Salem Investment Counselors Inc
CLOSED0482-482-100%$146.0K$0-$146.0K2026-10-13
Institute for Wealth Management, Llc.
CLOSED0471-471-100%$142.6K$0-$142.6K2026-11-06
RHL Group, LLC
CLOSED0364-364-100%$110.3K$0-$110.3K2026-11-04
Wealth Enhancement Trust Services, Inc.
CLOSED0216-216-100%$65.4K$0-$65.4K2026-10-07
Founders Capital Management
CLOSED0150-150-100%$45.4K$0-$45.4K2026-10-13
Simplex Trading, LLC
CLOSED065-65-100%$19.7K$0-$19.7K2026-11-04
Central Trust Co
CLOSED063-63-100%$19.1K$0-$19.1K2026-11-05
First Community Trust NA
CLOSED053-53-100%$16.1K$0-$16.1K2026-10-07
Gilpin Wealth Management, LLC
CLOSED050-50-100%$15.1K$0-$15.1K2026-10-09
Go Invest LLC
CLOSED045-45-100%$13.7K$0-$13.7K2026-10-09
Midway Capital Research & Management
CLOSED030-30-100%$9.1K$0-$9.1K2026-10-20
Commonwealth Retirement Investments LLC
CLOSED025-25-100%$7.6K$0-$7.6K2026-10-26
Milestone Investment Advisors LLC
CLOSED014-14-100%$4.2K$0-$4.2K2026-11-05
Angeles Wealth Management, LLC
CLOSED05-5-100%$1.5K$0-$1.5K2026-10-26
Winthrop Capital Management, LLC
CLOSED04-4-100%$1$0-$12026-11-05
Affinity Wealth LLC
CLOSED03-3-100%$909$0-$9092026-11-03
CI Investments Inc.
N/A—8,678,658-8,678,658-100%$2.6B———
Envestnet Asset Management Inc
N/A—7,557,285-7,557,285-100%$2.3B———
Morgan Stanley
N/A—5,160,404-5,160,404-100%$1.6B———
Jones Financial Companies Lllp
N/A—4,165,109-4,165,109-100%$1.2B———
Northwestern Mutual Wealth Management Co
N/A—3,868,368-3,868,368-100%$1.2B———
Raymond James Financial Inc
N/A—3,312,693-3,312,693-100%$1.0B———
Invesco Ltd.
N/A—3,219,767-3,219,767-100%$975.5M———
Ameriprise Financial Inc
N/A—3,087,599-3,087,599-100%$935.7M———
Clal Insurance Enterprises Holdings Ltd
N/A—3,073,663-3,073,663-100%$931.2M———
Cetera Investment Advisers
N/A—2,385,588-2,385,588-100%$722.8M———
FMR LLC
N/A—1,864,379-1,864,379-100%$564.9M———
Bank of America Corp
N/A—1,697,390-1,697,390-100%$514.3M———
Osaic Holdings, Inc.
N/A—1,469,858-1,469,858-100%$445.4M———
Private Advisor Group, LLC
N/A—1,100,665-1,100,665-100%$333.5M———
Norinchukin Bank, The
N/A—1,080,000-1,080,000-100%$327.2M———
Royal Bank of Canada
N/A—941,419-941,419-100%$285.2M———
Cerity Partners LLC
N/A—883,746-883,746-100%$267.7M———
Nissay Asset Management Corp N
N/A—821,445-821,445-100%$248.9M———
UBS Group AG
N/A—748,818-748,818-100%$226.9M———
MML Investors Services, LLC
N/A—658,384-658,384-100%$199.5M———
HighTower Advisors, LLC
N/A—643,133-643,133-100%$194.9M———
Schroder Investment Management Group
N/A—626,388-626,388-100%$186.7M———
Main Management ETF Advisors, LLC
N/A—590,648-590,648-100%$178.9M———
Bouchey Financial Group, Ltd.
N/A—588,006-588,006-100%$178.1M———
Main Management Fund Advisors LLC
N/A—508,600-508,600-100%$154.1M———
Composition Wealth, LLC
N/A—484,041-484,041-100%$146.6M———
Bank of Nova Scotia
N/A—473,609-473,609-100%$143.5M———
Nomura Asset Management Co LTD
N/A—472,925-472,925-100%$143.3M———
Banco Santander, S.A.
N/A—446,330-446,330-100%$135.2M———
Integrated Wealth Concepts LLC
N/A—440,980-440,980-100%$133.6M———
Migdal Insurance & Financial Holdings Ltd.
N/A—432,731-432,731-100%$131.1M———
Wells Fargo & Company
N/A—425,069-425,069-100%$128.8M———
Summit Financial, LLC
N/A—356,488-356,488-100%$108.0M———
NewEdge Advisors, LLC
N/A—327,421-327,421-100%$99.2M———
Jupiter Topco LLC
N/A—298,981-298,981-100%$90.6M———
Wealthfront Advisers LLC
N/A—293,890-293,890-100%$89.0M———
Equitable Holdings, Inc.
N/A—289,917-289,917-100%$87.8M———
IEQ Capital, LLC
N/A—273,436-273,436-100%$82.8M———
Bogart Wealth, LLC
N/A—267,482-267,482-100%$81.0M———
Cresset Asset Management, LLC
N/A—252,056-252,056-100%$76.4M———
Western Wealth Management, LLC
N/A—252,021-252,021-100%$76.4M———
Mainstay Capital Management LLC
N/A—249,211-249,211-100%$75.5M———
Betterment LLC
N/A—244,300-244,300-100%$74.0M———
Prosperity Consulting Group, LLC
N/A—237,933-237,933-100%$72.1M———
Modern Wealth Management, LLC
N/A—229,703-229,703-100%$69.6M———
Denver Wealth Management, Inc.
N/A—217,587-217,587-100%$65.9M———
AdvisorShares Investments LLC
N/A—209,490-209,490-100%$63.5M———
Citadel Advisors LLC
N/A—203,414-203,414-100%$61.6M———
Stratos Wealth Partners, Ltd.
N/A—201,587-201,587-100%$61.1M———
Natixis Advisors, LLC
N/A—200,988-200,988-100%$60.9M———
Waddell & Associates, LLC
N/A—200,772-200,772-100%$60.8M———
Main Management LLC
N/A—194,254-194,254-100%$58.9M———
Kingsview Wealth Management, LLC
N/A—190,470-190,470-100%$57.7M———
FIL Ltd
N/A—190,216-190,216-100%$57.6M———
EP Wealth Advisors, LLC
N/A—188,652-188,652-100%$57.2M———
Hamilton Capital Partners Inc.
N/A—186,222-186,222-100%$56.4M———
AQR Capital Management LLC
N/A—183,409-183,409-100%$55.6M———
Waverly Advisors, LLC
N/A—171,271-171,271-100%$51.9M———
JPMorgan Chase & Co
N/A—170,157-170,157-100%$50.7M———
Kirkwood Financial Services
N/A—168,645-168,645-100%$51.1M———
Steward Partners Investment Advisory, LLC
N/A—166,207-166,207-100%$50.4M———
Mariner, LLC
N/A—165,171-165,171-100%$50.0M———
Aptus Capital Advisors, LLC
N/A—163,323-163,323-100%$49.5M———
Focus Partners Wealth
N/A—159,046-159,046-100%$48.2M———
Kayne Anderson Rudnick Investment Management LLC
N/A—156,057-156,057-100%$47.3M———
Sanctuary Advisors, LLC
N/A—155,633-155,633-100%$47.2M———
Tobias Financial Advisors, Inc.
N/A—153,000-153,000-100%$46.4M———
Janney Montgomery Scott LLC
N/A—148,564-148,564-100%$45.0M———
360 Financial, Inc.
N/A—148,542-148,542-100%$45.0M———
Thoroughbred Financial Services, LLC
N/A—146,078-146,078-100%$44.0M———
Consilio Wealth Advisors, LLC
N/A—138,941-138,941-100%$42.1M———
Stifel Financial Corp
N/A—137,298-137,298-100%$41.6M———
Waterloo Capital, L.P.
N/A—129,254-129,254-100%$39.2M———
Cvfg LLC
N/A—122,370-122,370-100%$37.1M———
Global Retirement Partners, LLC
N/A—113,795-113,795-100%$34.5M———
Apriem Advisors
N/A—111,422-111,422-100%$33.8M———
Advisors Preferred, LLC
N/A—110,640-110,640-100%$32.5M———
NorthRock Partners, LLC
N/A—110,441-110,441-100%$33.5M———
Adapt Wealth Advisors, LLC
N/A—108,910-108,910-100%$33.0M———
Ancora Advisors LLCA
N/A—106,778-106,778-100%$32.4M———
Goldman Sachs Group Inc
N/A—102,620-102,620-100%$31.1M———
Latko Wealth Management, Ltd.
N/A—102,476-102,476-100%$31.0M———
Rollins Financial Advisors, LLC
N/A—100,236-100,236-100%$30.4M———
Madison Wealth Partners, Inc
N/A—99,497-99,497-100%$30.1M———
GTS Securities LLC
N/A—96,625-96,625-100%$29.3M———
Arax Advisory Partners
N/A—95,196-95,196-100%$28.8M———
Gladstone Institutional Advisory LLC
N/A—95,124-95,124-100%$28.8M———
United Capital Financial Advisors, LLC
N/A—94,765-94,765-100%$28.7M———
World Investment Advisors
N/A—90,353-90,353-100%$21.7M———
AlTi Global, Inc.
N/A—90,000-90,000-100%$27.3M———
Stonebridge Financial Group, LLC
N/A—89,512-89,512-100%$27.1M———
Atlas Legacy Advisors, LLC
N/A—89,343-89,343-100%$27.1M———
Wick Capital Partners, LLC
N/A—88,774-88,774-100%$26.9M———
AllGen Financial Advisors, Inc.
N/A—85,045-85,045-100%$25.8M———
Members Advisory Group LLC
N/A—82,427-82,427-100%$25.0M———
Bank Hapoalim BM
N/A—82,000-82,000-100%$24.8M———
MAI Capital Management
N/A—78,155-78,155-100%$23.7M———
Anchor Investment Management, LLC
N/A—77,218-77,218-100%$23.4M———
Ameritas Advisory Services, LLC
N/A—76,453-76,453-100%$23.2M———
IHT Wealth Management, LLC
N/A—75,295-75,295-100%$22.8M———
Hollencrest Capital Management
N/A—74,077-74,077-100%$22.4M———
Optiver Holding B.V.
N/A—72,011-72,011-100%$21.8M———
Drake & Associates, LLC
N/A—69,048-69,048-100%$20.9M———
Forge Financial Services LLC
N/A—66,774-66,774-100%$20.2M———
Roundview Capital LLC
N/A—62,409-62,409-100%$18.9M———
&partners
N/A—61,425-61,425-100%$18.6M———
Renaissance Technologies LLC
N/A—61,000-61,000-100%$18.5M———
Foundations Investment Advisors, LLC
N/A—59,967-59,967-100%$18.2M———
Petix & Botte Co
N/A—59,924-59,924-100%$18.2M———
Kinetic Wealth Investment Advisors LLC
N/A—59,367-59,367-100%$18.0M———
Bluespring Wealth Management, LLC
N/A—56,058-56,058-100%$17.0M———
ODonnell Financial Services, LLC
N/A—55,775-55,775-100%$16.9M———
Transamerica Financial Advisors, LLC
N/A—54,209-54,209-100%$16.4M———
Blair William & Co
N/A—53,437-53,437-100%$16.2M———
Vestmark Advisory Solutions, Inc.
N/A—53,383-53,383-100%$16.2M———
URS Advisory LLC
N/A—53,123-53,123-100%$16.1M———
Rockefeller Capital Management L.P.
N/A—51,531-51,531-100%$15.6M———
Tradition Wealth Management, LLC
N/A—51,382-51,382-100%$15.6M———
Dogwood Wealth Management LLC
N/A—51,179-51,179-100%$15.5M———
Modus Advisors, LLC
N/A—49,566-49,566-100%$15.0M———
Rehmann Capital Advisory Group
N/A—48,169-48,169-100%$14.6M———
Advisors Capital Management, LLC
N/A—45,310-45,310-100%$13.7M———
TriCert Investment Counsel Inc.
N/A—45,115-45,115-100%$13.7M———
Warner Group LLC
N/A—45,112-45,112-100%$13.7M———
Silver OAK Securities, Incorporated
N/A—44,957-44,957-100%$13.6M———
Retirement Management Systems Inc.
N/A—44,612-44,612-100%$13.5M———
Kovack Advisors, Inc.
N/A—43,409-43,409-100%$13.0M———
Lowery Thomas, LLC
N/A—43,021-43,021-100%$13.0M———
Harbour Investments, Inc.
N/A—41,397-41,397-100%$12.5M———
IFG Advisory, LLC
N/A—41,163-41,163-100%$12.5M———
Two Sigma Investments, LP
N/A—41,100-41,100-100%$12.5M———
Tower Research Capital LLC (TRC)
N/A—40,890-40,890-100%$12.4M———
Quantinno Capital Management LP
N/A—40,522-40,522-100%$12.3M———
Advisory Services Network, LLC
N/A—39,988-39,988-100%$12.1M———
Wall Street Financial Group, Inc.
N/A—39,674-39,674-100%$12.0M———
RiverFront Investment Group, LLC
N/A—39,503-39,503-100%$12.0M———
CreativeOne Wealth, LLC
N/A—39,217-39,217-100%$11.9M———
Baird Financial Group, Inc.
N/A—38,623-38,623-100%$11.7M———
Alpha Financial Advisors, LLC
N/A—37,986-37,986-100%$11.5M———
HighPoint Advisor Group LLC
N/A—37,702-37,702-100%$11.4M———
Trivium Point Advisory, LLC
N/A—37,392-37,392-100%$11.3M———
BFC Planning, Inc.
N/A—37,029-37,029-100%$11.2M———
Brown Advisory Inc
N/A—34,662-34,662-100%$10.5M———
Calton & Associates, Inc.
N/A—34,292-34,292-100%$10.4M———
Aspire Growth Partners LLC
N/A—33,799-33,799-100%$10.2M———
Vance Wealth, LLC
N/A—33,509-33,509-100%$10.2M———
Mutual Advisors, LLC
N/A—32,249-32,249-100%$9.8M———
Arete Wealth Advisors, LLC
N/A—31,588-31,588-100%$9.6M———
Independent Advisor Alliance
N/A—31,487-31,487-100%$9.5M———
Park Place Capital Corp
N/A—31,392-31,392-100%$9.5M———
Intentional Wealth Strategies, LLC
N/A—30,890-30,890-100%$9.4M———
Graney & King, LLC
N/A—30,610-30,610-100%$9.3M———
Centaurus Financial, Inc.
N/A—30,085-30,085-100%$9.1M———
Envestnet Portfolio Solutions, Inc.
N/A—29,954-29,954-100%$9.1M———
Tide Cove Capital Partners LLC
N/A—29,643-29,643-100%$8.8M———
OneDigital Investment Advisors LLC
N/A—29,457-29,457-100%$8.9M———
Belpointe Asset Management LLC
N/A—29,412-29,412-100%$8.9M———
Safeguard Investment Advisory Group, LLC
N/A—29,104-29,104-100%$8.8M———
Fosun International Ltd
N/A—28,936-28,936-100%$8.8M———
Premier Private Wealth Management LLC
N/A—28,585-28,585-100%$8.7M———
Ritter Daniher Financial Advisory LLC / de
N/A—28,008-28,008-100%$8.5M———
Mercer Global Advisors Inc
N/A—27,900-27,900-100%$8.5M———
Eldridge Investment Advisors, Inc.
N/A—27,415-27,415-100%$8.3M———
PCG Wealth Advisors, LLC
N/A—27,380-27,380-100%$8.3M———
Geneos Wealth Management Inc.
N/A—26,521-26,521-100%$8.0M———
Fiduciary Financial Advisors
N/A—25,698-25,698-100%$7.8M———
Lansing Street Advisors
N/A—25,403-25,403-100%$7.7M———
CIBC Bancorp USA Inc.
N/A—25,224-25,224-100%$7.6M———
Pine Valley Investments Ltd Liability Co
N/A—25,045-25,045-100%$7.6M———
Flow Traders U.S. LLC
N/A—24,793-24,793-100%$7.5M———
BNP Paribas Asset Management Holding S.A.
N/A—23,964-23,964-100%$7.3M———
Investment Advisory Services Group LLC
N/A—23,714-23,714-100%$7.2M———
Retirement Planning Group, LLC / NY
N/A—23,707-23,707-100%$7.2M———
Caprock Group, LLC
N/A—23,523-23,523-100%$7.1M———
Cornerstone Financial Group, LLC
N/A—23,328-23,328-100%$7.1M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—23,232-23,232-100%$7.0M———
Luminist Capital LLC
N/A—23,031-23,031-100%$3.3M———
Ascent Advisors, LLC
N/A—22,703-22,703-100%$6.8M———
Two Sigma Securities, LLC
N/A—22,146-22,146-100%$6.7M———
PlanVest Financial, Inc
N/A—21,834-21,834-100%$6.6M———
Bank of Montreal
N/A—21,794-21,794-100%$6.6M———
Sykon Capital LLC
N/A—21,557-21,557-100%$6.5M———
One Capital Management, LLC
N/A—21,471-21,471-100%$5.1M———
Principal Securities, Inc.
N/A—20,806-20,806-100%$6.3M———
Byrne Financial Freedom, LLC
N/A—20,581-20,581-100%$6.2M———
AssuredPartners Investment Advisors, LLC
N/A—20,573-20,573-100%$6.2M———
Atalanta Sosnoff Capital, LLC
N/A—19,896-19,896-100%$6.0M———
Faithward Advisors, LLC
N/A—19,874-19,874-100%$6.0M———
WCG Wealth Advisors LLC
N/A—19,831-19,831-100%$6.0M———
AE Wealth Management LLC
N/A—19,824-19,824-100%$6.0M———
Florida Financial Advisors, LLC
N/A—19,718-19,718-100%$6.0M———
Dorsey & Whitney Trust Co LLC
N/A—19,592-19,592-100%$5.9M———
Theory Financial LLC
N/A—19,452-19,452-100%$5.9M———
Savvy Advisors, Inc.
N/A—19,395-19,395-100%$5.9M———
PFG Investments, LLC
N/A—19,131-19,131-100%$5.8M———
Gateway Wealth Partners, LLC
N/A—18,192-18,192-100%$5.5M———
PAX Financial Group, LLC
N/A—17,663-17,663-100%$5.4M———
Mpwm Advisory Solutions, LLC
N/A—17,655-17,655-100%$5.3M———
GeoWealth Management, LLC
N/A—17,197-17,197-100%$5.2M———
Norris Financial Group, LLC
N/A—16,719-16,719-100%$5.1M———
Beacon Pointe Advisors, LLC
N/A—16,609-16,609-100%$5.0M———
National Philanthropic Trust
N/A—16,606-16,606-100%$5.0M———
Castle Wealth Management LLC
N/A—16,588-16,588-100%$5.0M———
Manufacturers Life Insurance Company, the
N/A—16,300-16,300-100%$4.9M———
Regal Investment Advisors LLC
N/A—15,892-15,892-100%$4.8M———
Circle Wealth Management, LLC
N/A—15,881-15,881-100%$4.8M———
Focus Partners Advisor Solutions, LLC
N/A—15,432-15,432-100%$4.7M———
Kirtland Hills Capital Management, LLC
N/A—15,291-15,291-100%$4.6M———
Pathstone Holdings, LLC
N/A—15,078-15,078-100%$4.6M———
Legacy Capital Wealth Management, LLC
N/A—14,997-14,997-100%$4.5M———
Bellars Harris Wealth Management, LLC
N/A—14,977-14,977-100%$4.5M———
Spartan Wealth Advisory Services LLC
N/A—14,724-14,724-100%$4.5M———
Financial Engines Advisors L.L.C.
N/A—14,678-14,678-100%$4.4M———
Fourth Dimension Wealth, LLC
N/A—14,664-14,664-100%$4.4M———
Fidelis Wealth Advisors LLC
N/A—14,590-14,590-100%$4.4M———
Round Rock Advisors LLC
N/A—14,212-14,212-100%$4.3M———
J. M. Brown & Associates Inc.
N/A—14,041-14,041-100%$4.3M———
Great Valley Advisor Group, Inc.
N/A—13,963-13,963-100%$4.2M———
FourThought Financial Partners, LLC
N/A—13,546-13,546-100%$4.1M———
Sandy Cove Advisors, LLC
N/A—13,478-13,478-100%$4.1M———
Douglass Winthrop Advisors, LLC
N/A—13,260-13,260-100%$4.0M———
TD Capital Management LLC
N/A—13,140-13,140-100%$4.0M———
Essex Financial Services, Inc.
N/A—13,106-13,106-100%$4.0M———
Brown Financial Advisors
N/A—12,924-12,924-100%$3.9M———
Maripau Wealth Management LLC
N/A—12,868-12,868-100%$3.9M———
Next Capital Management LLC
N/A—12,533-12,533-100%$3.8M———
Greenline Wealth Management LLC
N/A—12,491-12,491-100%$3.8M———
Maridea Wealth Management LLC
N/A—12,269-12,269-100%$3.7M———
SCS Capital Management LLC
N/A—12,025-12,025-100%$3.6M———
BlackRock, Inc.
N/A—11,948-11,948-100%$3.6M———
Commerce Bank
N/A—11,939-11,939-100%$3.6M———
Ducere Wealth Management LLC
N/A—11,871-11,871-100%$3.6M———
Avise Financial Cooperative, Inc.
N/A—11,430-11,430-100%$3.5M———
XTX Topco Ltd
N/A—10,862-10,862-100%$3.3M———
Jaffetilchin Investment Partners, LLC
N/A—10,706-10,706-100%$3.2M———
Marshall Financial Group, LLC
N/A—10,523-10,523-100%$3.2M———
Vision Retirement, LLC
N/A—10,485-10,485-100%$3.2M———
Texas Yale Capital Corp.
N/A—10,395-10,395-100%$3.1M———
Ausdal Financial Partners, Inc.
N/A—10,272-10,272-100%$3.1M———
Legacy Wealth Managment, LLC
N/A—10,250-10,250-100%$3.1M———
Nwam LLC
N/A—10,174-10,174-100%$3.1M———
Captrust Financial Advisors
N/A—10,023-10,023-100%$3.0M———
Zhang Financial LLC
N/A—9,948-9,948-100%$3.0M———
Dougherty & Associates, LLC
N/A—9,814-9,814-100%$3.0M———
Cary Street Partners Financial LLC
N/A—9,695-9,695-100%$2.9M———
Sequent Planning LLC
N/A—9,689-9,689-100%$2.9M———
RIK Saylor Financial, Inc.
N/A—9,633-9,633-100%$2.9M———
Second Line Capital, LLC
N/A—9,612-9,612-100%$2.9M———
Continuum Advisory, LLC
N/A—9,450-9,450-100%$2.9M———
Reliant Investment Partners, LLC
N/A—9,437-9,437-100%$2.9M———
HRT Financial LP
N/A—9,157-9,157-100%$2.8M———
Wealthgarden F.S. LLC
N/A—9,057-9,057-100%$2.7M———
Vienna Asset Management LLC
N/A—8,949-8,949-100%$2.7M———
E Fund Management Co., Ltd.
N/A—8,865-8,865-100%$2.7M———
E Fund Management (Hong Kong) Co., Ltd.
N/A—8,865-8,865-100%$2.7M———
Invst, LLC
N/A—8,731-8,731-100%$2.6M———
Orion Porfolio Solutions, LLC
N/A—8,654-8,654-100%$2.6M———
CIBC World Market Inc.
N/A—8,583-8,583-100%$2.6M———
Capital Analysts, LLC
N/A—8,512-8,512-100%$2.6M———
Nuveen, LLC
N/A—8,300-8,300-100%$2.5M———
Sfmg, LLC
N/A—8,044-8,044-100%$2.4M———
Fairview Capital Investment Management, LLC
N/A—8,007-8,007-100%$2.4M———
Proactive Wealth Strategies LLC
N/A—7,949-7,949-100%$2.4M———
Gotham Asset Management, LLC
N/A—7,870-7,870-100%$2.4M———
Twin Peaks Wealth Advisors, LLC
N/A—7,862-7,862-100%$2.4M———
Wealthspire Advisors, LLC
N/A—7,785-7,785-100%$2.4M———
Blue Edge Capital, LLC
N/A—7,778-7,778-100%$2.4M———
Arkadios Wealth Advisors
N/A—7,583-7,583-100%$2.3M———
New Insight Wealth Advisors
N/A—7,504-7,504-100%$2.3M———
Triton Financial Group Inc
N/A—7,374-7,374-100%$2.2M———
National Bank of Canada
N/A—7,359-7,359-100%$2.2M———
Ranch Capital Advisors Inc.
N/A—7,347-7,347-100%$2.2M———
Smith, Moore & Co.
N/A—7,235-7,235-100%$2.2M———
Pinnacle Financial Partners, Inc.
N/A—7,200-7,200-100%$2.2M———
Ensign Peak Advisors, Inc
N/A—7,020-7,020-100%$2.1M———
Prostatis Group LLC
N/A—6,998-6,998-100%$2.1M———
Tailwinds Wealth, LLC
N/A—6,952-6,952-100%$2.1M———
Mattson Financial Services, LLC
N/A—6,858-6,858-100%$2.0M———
American Financial Advisors, LLC
N/A—6,739-6,739-100%$2.0M———
Hound Partners, LLC
N/A—6,500-6,500-100%$2.0M———
Texas Capital Bank Wealth Management Services Inc
N/A—6,392-6,392-100%$1.9M———
Pacific Point Advisors, LLC
N/A—6,360-6,360-100%$1.9M———
Johnson Investment Counsel Inc
N/A—5,970-5,970-100%$1.8M———
Magnolia Capital Advisors LLC
N/A—5,846-5,846-100%$1.8M———
Keystone Financial Group
N/A—5,748-5,748-100%$1.7M———
Presidio Capital Management, LLC
N/A—5,698-5,698-100%$1.7M———
O'shaughnessy Asset Management, LLC
N/A—5,554-5,554-100%$1.7M———
Pine Harbor Wealth Management, LLC
N/A—5,516-5,516-100%$1.7M———
Pennington Partners & Co., LLC
N/A—5,336-5,336-100%$1.6M———
Sequoia Financial Advisors, LLC
N/A—5,335-5,335-100%$1.6M———
J Hagan Capital, Inc.
N/A—5,275-5,275-100%$1.6M———
Performance Wealth Partners, LLC
N/A—5,254-5,254-100%$1.6M———
Bridgewater Advisors Inc.
N/A—5,248-5,248-100%$1.5M———
Guardian Wealth Advisors, LLC / NC
N/A—5,131-5,131-100%$1.6M———
Keating Financial Advisory Services, Inc.
N/A—5,025-5,025-100%$1.5M———
JDM Financial Group LLC
N/A—4,946-4,946-100%$1.5M———
Susquehanna International Group, LLP
N/A—4,897-4,897-100%$1.5M———
Stephens Inc
N/A—4,670-4,670-100%$1.4M———
QRG Capital Management, Inc.
N/A—4,668-4,668-100%$1.4M———
Blue Chip Partners, LLC
N/A—4,663-4,663-100%$1.4M———
Alta Wealth Advisors LLC
N/A—4,612-4,612-100%$1.4M———
Plum Street Advisors, LLC
N/A—4,606-4,606-100%$1.4M———
Clarendon Private LLC
N/A—4,580-4,580-100%$1.4M———
Glenmede Trust Co NA
N/A—4,565-4,565-100%$1.4M———
Sierra Capital LLC
N/A—4,524-4,524-100%$1.4M———
Mount Lucas Management LP
N/A—4,518-4,518-100%$1.4M———
Ankerstar Wealth, LLC
N/A—4,510-4,510-100%$1.4M———
Cofg Advisors, LLC
N/A—4,458-4,458-100%$1.4M———
Squarepoint Ops LLC
N/A—4,374-4,374-100%$1.3M———
Naviter Wealth, LLC
N/A—4,260-4,260-100%$1.3M———
Insigneo Advisory Services, LLC
N/A—4,259-4,259-100%$1.3M———
Range Advisory, LLC
N/A—4,228-4,228-100%$1.3M———
Gallagher Fiduciary Advisors, LLC
N/A—4,081-4,081-100%$1.2M———
Townsquare Capital LLC
N/A—4,077-4,077-100%$1.2M———
Pitti Group Wealth Management, LLC
N/A—4,056-4,056-100%$1.2M———
Atlantic Union Bankshares Corp
N/A—4,033-4,033-100%$1.2M———
Perennial Investment Advisors, LLC
N/A—4,018-4,018-100%$1.2M———
Greenwich Wealth Management LLC
N/A—3,983-3,983-100%$1.2M———
Three Cord True Wealth Management, LLC
N/A—3,968-3,968-100%$1.2M———
Pacific Financial Group Inc
N/A—3,936-3,936-100%$1.2M———
Snowden Capital Advisors LLC
N/A—3,892-3,892-100%$1.2M———
Rothschild Investment LLC
N/A—3,852-3,852-100%$1.2M———
Strategies Wealth Advisors, LLC
N/A—3,807-3,807-100%$1.2M———
Brown Brothers Harriman & Co
N/A—3,785-3,785-100%$1.1M———
Loomis Sayles & Co L P
N/A—3,773-3,773-100%$1.1M———
Main Street Financial Solutions, LLC
N/A—3,755-3,755-100%$1.1M———
Clare Market Investments LLC
N/A—3,750-3,750-100%$1.1M———
Rockbridge Investment Management, LCC
N/A—3,636-3,636-100%$1.1M———
West Michigan Advisors, LLC
N/A—3,603-3,603-100%$1.1M———
Richard W. Paul & Associates, LLC
N/A—3,585-3,585-100%$1.1M———
PSI Advisors, LLC
N/A—3,575-3,575-100%$1.1M———
Fiduciary Group, LLC
N/A—3,572-3,572-100%$1.1M———
Jackson Wealth Management, LLC
N/A—3,556-3,556-100%$1.1M———
Orion Capital Management LLC
N/A—3,470-3,470-100%$1.1M———
Impact Partnership Wealth, LLC
N/A—3,449-3,449-100%$1.0M———
Hobbs Group Advisors, LLC
N/A—3,443-3,443-100%$1.0M———
Compass Advisory Group LLC
N/A—3,224-3,224-100%$976.7K———
Investment Counsel Co of Nevada
N/A—3,198-3,198-100%$968.9K———
Tudor Investment Corp ET AL
N/A—3,143-3,143-100%$952.2K———
Exit Wealth Advisors, Llc.
N/A—3,113-3,113-100%$943.0K———
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
N/A—3,100-3,100-100%$939.2K———
Fortress Private Ledger, LLC
N/A—3,090-3,090-100%$936.2K———
FWL Investment Management, LLC
N/A—3,084-3,084-100%$934.3K———
Freestone Capital Holdings, LLC
N/A—3,027-3,027-100%$917.3K———
Tidal Investments LLC
N/A—2,994-2,994-100%$907.1K———
Kensington Investment Counsel, LLC
N/A—2,985-2,985-100%$904.4K———
Precision Wealth Strategies, LLC
N/A—2,955-2,955-100%$895.3K———
RED Reef Advisors LLC
N/A—2,870-2,870-100%$869.5K———
Benjamin Edwards Inc
N/A—2,862-2,862-100%$867.2K———
Pettyjohn, Wood & White, Inc
N/A—2,860-2,860-100%$866.5K———
Lbmc Investment Advisors, LLC
N/A—2,854-2,854-100%$864.7K———
Hamilton Capital Partners, LLC
N/A—2,846-2,846-100%$862.3K———
Seneca House Advisors
N/A—2,838-2,838-100%$857.7K———
Riverstone Advisors, LLC
N/A—2,782-2,782-100%$842.9K———
Bridgewealth Advisory Group, LLC
N/A—2,778-2,778-100%$841.7K———
Barnes Wealth Management Group, Inc
N/A—2,777-2,777-100%$841.5K———
Northern Trust Corp
N/A—2,750-2,750-100%$833.2K———
Moneta Group Investment Advisors LLC
N/A—2,732-2,732-100%$827.6K———
Navis Wealth Advisors, LLC
N/A—2,719-2,719-100%$823.8K———
Seneschal Advisors, LLC
N/A—2,705-2,705-100%$819.5K———
MOR Wealth Management, LLC
N/A—2,698-2,698-100%$817.4K———
BlackDiamond Wealth Management, LLC
N/A—2,687-2,687-100%$797.5K———
Clark Capital Management Group, Inc.
N/A—2,682-2,682-100%$812.6K———
Alteri Wealth LLC
N/A—2,673-2,673-100%$809.8K———
Dakota Wealth Management
N/A—2,647-2,647-100%$802.1K———
Founders Financial Alliance, LLC
N/A—2,642-2,642-100%$800.4K———
Retirement Income Solutions, Inc
N/A—2,612-2,612-100%$620.7K———
SHP Wealth Management
N/A—2,519-2,519-100%$763.3K———
Advance Capital Management, Inc.
N/A—2,463-2,463-100%$746.2K———
Beck Capital Management, LLC
N/A—2,437-2,437-100%$738.4K———
Boreal Capital Management LLC
N/A—2,415-2,415-100%$731.7K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—2,331-2,331-100%$706.2K———
Bravias Capital Group, LLC
N/A—2,297-2,297-100%$695.8K———
Mosaic Family Wealth Partners, LLC
N/A—2,257-2,257-100%$683.8K———
NI Acquisitions Company, LLC
N/A—2,256-2,256-100%$121.3K———
GWN Securities Inc.
N/A—2,255-2,255-100%$683.1K———
NewEdge Wealth, LLC
N/A—2,115-2,115-100%$640.7K———
Protective Life Corp
N/A—2,047-2,047-100%$620.2K———
Coldstream Capital Management Inc
N/A—2,034-2,034-100%$616.3K———
Scotia Capital Inc.
N/A—1,999-1,999-100%$605.6K———
Wealthspire Retirement, LLC
N/A—1,977-1,977-100%$584.4K———
Investor's Fiduciary Advisor Network, LLC
N/A—1,943-1,943-100%$588.0K———
Laird Norton Wetherby Trust Company, LLC
N/A—1,937-1,937-100%$586.9K———
LaSalle St. Investment Advisors, LLC
N/A—1,922-1,922-100%$582.3K———
MWA Asset Management
N/A—1,915-1,915-100%$580.1K———
Tidemark, LLC
N/A—1,849-1,849-100%$560.2K———
Stratos Wealth Advisors, LLC
N/A—1,838-1,838-100%$556.9K———
Argent Trust Co
N/A—1,822-1,822-100%$552.0K———
Vident Advisory, LLC
N/A—1,787-1,787-100%$541.5K———
RFP Financial Group LLC
N/A—1,749-1,749-100%$529.9K———
Atomic Invest LLC
N/A—1,747-1,747-100%$520.9K———
F/m Investments LLC
N/A—1,740-1,740-100%$527.7K———
Arrowroot Family Office, LLC
N/A—1,739-1,739-100%$526.9K———
Neuberger Berman Group LLC
N/A—1,713-1,713-100%$519.0K———
Resurgent Financial Advisors LLC
N/A—1,702-1,702-100%$515.7K———
Summit Trail Advisors, LLC
N/A—1,685-1,685-100%$510.5K———
Alliancebernstein L.P.
N/A—1,683-1,683-100%$399.9K———
Manning & Napier Advisors LLC
N/A—1,566-1,566-100%$466.7K———
Edgestream Partners, L.P.
N/A—1,557-1,557-100%$471.7K———
Smithfield Trust Co
N/A—1,521-1,521-100%$460.0K———
Vanguard Advisers Inc
N/A—1,490-1,490-100%$451.5K———
Shelton Capital Management
N/A—1,466-1,466-100%$444.2K———
Matters Capital LLC
N/A—1,462-1,462-100%$442.9K———
Tudor Financial Inc.
N/A—1,457-1,457-100%$441.6K———
Wescott Financial Advisory Group, LLC
N/A—1,444-1,444-100%$437.4K———
Tower Bridge Advisors
N/A—1,430-1,430-100%$433.2K———
SouthState Bank Corp
N/A—1,413-1,413-100%$428.1K———
Per Stirling Capital Management, Llc.
N/A—1,385-1,385-100%$419.7K———
Medallion Wealth Advisors, LLC
N/A—1,381-1,381-100%$419.3K———
Northstar Group, Inc.
N/A—1,374-1,374-100%$416.3K———
First Wilshire Securities Management Inc
N/A—1,370-1,370-100%$415.1K———
Affinity Wealth Management LLC
N/A—1,362-1,362-100%$412.7K———
Oder Investment Management, LLC
N/A—1,347-1,347-100%$408.1K———
N.E.W. Advisory Services LLC
N/A—1,323-1,323-100%$401.0K———
Sand Hill Global Advisors, LLC
N/A—1,323-1,323-100%$400.8K———
Mosaic Advisors LLC
N/A—1,300-1,300-100%$393.9K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—1,284-1,284-100%$388.9K———
Dash Acquisitions Inc.
N/A—1,278-1,278-100%$380.8K———
Slagle Financial, LLC
N/A—1,276-1,276-100%$386.5K———
Millennium Management LLC
N/A—1,268-1,268-100%$384.2K———
Expressive Wealth LLC
N/A—1,260-1,260-100%$381.8K———
Quadrature Capital Ltd
N/A—1,259-1,259-100%$381.4K———
Kropog Financial Group, LLC
N/A—1,251-1,251-100%$379.0K———
Millstone Evans Group, LLC
N/A—1,242-1,242-100%$376.3K———
Kintra Wealth, LLC
N/A—1,238-1,238-100%$373.2K———
Wealth Management Associates, Inc.
N/A—1,227-1,227-100%$371.7K———
First Trust Advisors LP
N/A—1,217-1,217-100%$368.6K———
Fayez Sarofim & Co
N/A—1,200-1,200-100%$363.6K———
Wealth Care LLC
N/A—1,197-1,197-100%$362.7K———
Laraway Financial Advisors Inc
N/A—1,170-1,170-100%$354.5K———
Mmbg Investment Advisors Co.
N/A—1,145-1,145-100%$346.9K———
Huntington National Bank
N/A—1,142-1,142-100%$346.0K———
Pallas Capital Advisors LLC
N/A—1,127-1,127-100%$341.4K———
Octavia Wealth Advisors, LLC
N/A—1,124-1,124-100%$340.4K———
North Star Asset Management Inc
N/A—1,124-1,124-100%$340.5K———
Drucker Wealth 3.0, LLC
N/A—1,102-1,102-100%$334.1K———
Boothbay Fund Management, LLC
N/A—1,100-1,100-100%$333.3K———
Empirical Asset Management, LLC
N/A—1,087-1,087-100%$329.3K———
Jump Financial, LLC
N/A—1,081-1,081-100%$327.5K———
Nelson Capital Management, LLC
N/A—1,074-1,074-100%$325.4K———
Fidelis Capital Partners, LLC
N/A—1,071-1,071-100%$324.6K———
Donaldson Capital Management, LLC
N/A—1,065-1,065-100%$322.7K———
Choate Investment Advisors
N/A—1,064-1,064-100%$322.4K———
Vines Capital Management, LLC
N/A—1,053-1,053-100%$319.0K———
Jane Street Group, LLC
N/A—1,047-1,047-100%$317.2K———
AMJ Financial Wealth Management
N/A—1,040-1,040-100%$247.1K———
Keebeck Wealth Management
N/A—1,033-1,033-100%$313.1K———
Ameriflex Group, Inc.
N/A—1,030-1,030-100%$312.1K———
Marex Group Ltd
N/A—1,011-1,011-100%$306.3K———
Entelevest, LLC
N/A—1,005-1,005-100%$304.5K———
Highland Investment Advisors LLC
N/A—992-992-100%$300.7K———
Zacks Investment Management
N/A—983-983-100%$297.9K———
NorthCoast Asset Management LLC
N/A—981-981-100%$297.3K———
MidFirst Bank
N/A—980-980-100%$296.9K———
Prospect Financial Services LLC
N/A—971-971-100%$294.2K———
Van Hulzen Asset Management, LLC
N/A—963-963-100%$291.6K———
Camelot Portfolios, LLC
N/A—963-963-100%$291.9K———
Meeder Advisory Services, Inc.
N/A—962-962-100%$291.5K———
Ruggiero Investments, Inc.
N/A—951-951-100%$288.1K———
Rock Point Advisors, LLC
N/A—950-950-100%$287.8K———
WNY Asset Management, LLC
N/A—937-937-100%$283.8K———
Peapack Gladstone Financial Corp
N/A—932-932-100%$282.0K———
Lifeworks Advisors, LLC
N/A—903-903-100%$273.6K———
JT Stratford LLC
N/A—895-895-100%$271.2K———
Cascades Capital Asset Management, LLC
N/A—881-881-100%$266.9K———
Farringdon Capital, Ltd.
N/A—866-866-100%$262.4K———
Financial Advisors Network, Inc.
N/A—860-860-100%$260.4K———
Fort Sheridan Advisors LLC
N/A—845-845-100%$256.0K———
Cardiff Park Advisors, LLC
N/A—838-838-100%$254.0K———
Napier Financial, LLC
N/A—827-827-100%$250.6K———
Flputnam Investment Management Co
N/A—824-824-100%$249.6K———
Ark Wealth Advisors LLC
N/A—811-811-100%$245.7K———
Fairfield, Bush & Co.
N/A—800-800-100%$242.4K———
Leavell Investment Management, Inc.
N/A—749-749-100%$226.9K———
Tandem Financial, LLC
N/A—732-732-100%$221.7K———
Pure Financial Advisors, LLC
N/A—708-708-100%$214.5K———
Integrity Wealth Solutions LLC
N/A—703-703-100%$212.9K———
Federation des caisses Desjardins du Quebec
N/A—685-685-100%$207.5K———
OneAscent Financial Services LLC
N/A—678-678-100%$205.5K———
Crux Wealth Advisors
N/A—677-677-100%$205.1K———
Strategic Financial Concepts, LLC
N/A—675-675-100%$204.6K———
Manhattan West Asset Management, LLC
N/A—672-672-100%$203.8K———
Stratos Investment Management, LLC
N/A—667-667-100%$202.1K———
Howe & Rusling Inc
N/A—641-641-100%$194.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—640-640-100%$193.9K———
Smartleaf Asset Management LLC
N/A—591-591-100%$176.2K———
Qube Research & Technologies Ltd
N/A—575-575-100%$174.2K———
Whittier Trust Co
N/A—556-556-100%$165.4K———
Bessemer Group Inc
N/A—552-552-100%$167.0K———
Swisher Financial Concepts, Inc.
N/A—523-523-100%$158.5K———
Chesapeake Asset Management LLC
N/A—511-511-100%$154.9K———
JPL Wealth Management, LLC
N/A—485-485-100%$146.9K———
McGinn Penninger Investment Management, Inc.
N/A—468-468-100%$345———
UBS Asset Management Americas LLC
N/A—458-458-100%$138.8K———
Truvestments Capital LLC
N/A—446-446-100%$135.1K———
Strategic Wealth Partners, Ltd.
N/A—418-418-100%$126.7K———
ST Germain D J Co Inc
N/A—413-413-100%$125.3K———
Webster Bank, N. A.
N/A—396-396-100%$120.0K———
Regatta Research & Money Management
N/A—389-389-100%$117.6K———
Crewe Advisors LLC
N/A—374-374-100%$113.3K———
Franklin Resources Inc
N/A—350-350-100%$106.0K———
Tiaa Wealth Investment Management LLC
N/A—346-346-100%$103.1K———
Gould Capital, LLC
N/A—343-343-100%$104.0K———
LGT Financial Advisors LLC
N/A—341-341-100%$103.3K———
Mark Sheptoff Financial Planning, LLC
N/A—324-324-100%$98.1K———
Toronto Dominion Bank
N/A—301-301-100%$91.3K———
Financial Gravity Companies, Inc.
N/A—300-300-100%$90.9K———
CVA Family Office, LLC
N/A—250-250-100%$75.7K———
Hantz Financial Services, Inc.
N/A—231-231-100%$70.0K———
Ross\johnson & Associates LLC
N/A—216-216-100%$65.4K———
BOK Financial Private Wealth, Inc.
N/A—212-212-100%$64.2K———
Glen Eagle Advisors, LLC
N/A—201-201-100%$60.9K———
Synergy Investment Management, LLC
N/A—189-189-100%$57.3K———
Whittier Trust Co of Nevada Inc
N/A—168-168-100%$49.1K———
HHM Wealth Advisors, LLC
N/A—167-167-100%$50.6K———
Osbon Capital Management LLC
N/A—164-164-100%$49.7K———
Mcguire Capital Advisors Inc
N/A—160-160-100%$48.5K———
Crews Bank & Trust
N/A—150-150-100%$45.4K———
Front Row Advisors LLC
N/A—138-138-100%$40.8K———
Anchor Bay Capital, Inc.
N/A—125-125-100%$37.1K———
Swan Capital LLC
N/A—111-111-100%$33.6K———
CNB Bank
N/A—111-111-100%$33.6K———
IMA Advisory Services, Inc.
N/A—109-109-100%$33.0K———
Nova Wealth Management, Inc.
N/A—106-106-100%$32.1K———
HM Payson & Co
N/A—102-102-100%$30.9K———
Silicon Valley Capital Partners
N/A—101-101-100%$30.6K———
Delta Asset Management LLC
N/A—101-101-100%$30.6K———
LRI Investments, LLC
N/A—100-100-100%$30.3K———
Cbiz Investment Advisory Services, LLC
N/A—99-99-100%$23.5K———
Oakmont Advisory Group, LLC
N/A—66-66-100%$20.0K———
Dunhill Financial, LLC
N/A—60-60-100%$18.2K———
Caitlin John, LLC
N/A—55-55-100%$16.7K———
Quent Capital, LLC
N/A—50-50-100%$15.1K———
Bellevue Asset Management, LLC
N/A—34-34-100%$10.3K———
Imprint Wealth LLC
N/A—32-32-100%$9.7K———
Basepoint Wealth LLC
N/A—31-31-100%$9.4K———
Strive Financial Group,LLC
N/A—31-31-100%$9.5K———
Beaird Harris Wealth Management, LLC
N/A—27-27-100%$8.3K———
Ogorek Anthony Joseph
N/A—25-25-100%$7———
Colonial Trust Co / SC
N/A—20-20-100%$6.1K———
Rialto Wealth Management, LLC
N/A—20-20-100%$6.1K———
Benson Wealth Management Inc
N/A—10-10-100%$3.0K———
Glassman Wealth Services
N/A—9-9-100%$2.7K———
Johnson Financial Group, Inc.
N/A—8-8-100%$2.4K———
Delos Wealth Advisors, LLC
N/A—7-7-100%$2.1K———
SOA Wealth Advisors, Llc.
N/A—6-6-100%$1.8K———
Financial Life Planners
N/A—4-4-100%$1.2K———
WealthShield Partners, LLC
N/A—3-3-100%$909———
Pinney & Scofield, Inc.
N/A—2-2-100%$606———
Darwin Wealth Management, LLC
N/A—1-1-100%$306———
Bartlett & Co. Wealth Management LLC
N/A—00—$59———
Showing 1470 of 1470 institutions