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Invesco Bulletshares 2030 CB (BSCU)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Lido Advisors, LLC
DECREASED
Shares6,667,276 from 8,359,538
Change-1,692,262 (-20%)
Value$107.6M (-$31.5M)
Filed 2026-11-04
Hengehold Capital Management LLC
INCREASED
Shares2,921,223 from 2,291,739
Change+629,484 (+27%)
Value$47.1M (+$9.0M)
Filed 2026-10-16
Fusion Family Wealth, LLC
NEW
Shares2,855,903
Change+2,855,903
Value$46.1M
Filed 2026-11-02
Tlwm
INCREASED
Shares2,037,594 from 1,851,064
Change+186,530 (+10%)
Value$32.9M (+$2.1M)
Filed 2026-10-09
Brookstone Capital Management
DECREASED
Shares1,784,650 from 1,800,440
Change-15,790 (-1%)
Value$28.8M (-$1.2M)
Filed 2026-10-22
Moneco Advisors, LLC
INCREASED
Shares1,644,073 from 1,536,904
Change+107,169 (+7%)
Value$26.5M (+$953.6K)
Filed 2026-11-05
Clark Asset Management, LLC
INCREASED
Shares1,596,264 from 1,398,237
Change+198,027 (+14%)
Value$25.8M (+$2.5M)
Filed 2026-10-19
Foronjy Financial LLC
INCREASED
Shares1,357,414 from 1,022,344
Change+335,070 (+33%)
Value$21.9M (+$4.9M)
Filed 2026-10-14
Capital Investment Counsel, LLC
INCREASED
Shares1,326,319 from 1,260,363
Change+65,956 (+5%)
Value$21.4M (+$428.0K)
Filed 2026-10-14
Prospera Financial Services Inc
INCREASED
Shares830,491 from 171,152
Change+659,339 (+385%)
Value$13.5M (+$10.7M)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares809,574 from 740,408
Change+69,166 (+9%)
Value$13.1M (+$743.0K)
Filed 2026-11-02
Asset Dedication, LLC
INCREASED
Shares789,435 from 737,920
Change+51,515 (+7%)
Value$12.7M (+$458.8K)
Filed 2026-11-03
Kirr Marbach & Co LLC
INCREASED
Shares780,696 from 689,505
Change+91,191 (+13%)
Value$12.6M (+$1.1M)
Filed 2026-10-20
Kestra Advisory Services, LLC
DECREASED
Shares729,814 from 876,869
Change-147,055 (-17%)
Value$11.8M (-$2.8M)
Filed 2026-11-02
Cookson Peirce & Co Inc
INCREASED
Shares679,929 from 657,395
Change+22,534 (+3%)
Value$11.0M (+$31.7K)
Filed 2026-10-30
Central Valley Advisors, LLC
INCREASED
Shares664,392 from 640,350
Change+24,042 (+4%)
Value$10.7M (+$64.7K)
Filed 2026-10-27
Cornerstone Planning, LLC
INCREASED
Shares589,714 from 584,751
Change+4,963 (+1%)
Value$9.7M (+$7.3K)
Filed 2026-10-27
HUB Investment Partners, LLC
INCREASED
Shares580,288 from 519,517
Change+60,771 (+12%)
Value$9.4M (+$718.5K)
Filed 2026-11-03
Truist Financial Corp
INCREASED
Shares558,086 from 524,787
Change+33,299 (+6%)
Value$9.0M (+$272.4K)
Filed 2026-10-30
GPM Growth Investors, Inc.
INCREASED
Shares536,097 from 528,408
Change+7,689 (+1%)
Value$8.7M (-$142.7K)
Filed 2026-10-30
Vaughan David Investments LLC
INCREASED
Shares535,731 from 488,744
Change+46,987 (+10%)
Value$8.6M (+$512.0K)
Filed 2026-11-05
Marietta Wealth Management, LLC
INCREASED
Shares480,608 from 470,052
Change+10,556 (+2%)
Value$7.8M (-$28.6K)
Filed 2026-10-22
Wilkins Miller Wealth Management, LLC
INCREASED
Shares427,043 from 377,673
Change+49,370 (+13%)
Value$6.9M (+$606.1K)
Filed 2026-10-13
Carroll Advisory Group, LLC
INCREASED
Shares421,223 from 341,775
Change+79,448 (+23%)
Value$6.8M (+$1.1M)
Filed 2026-10-16
Parr Mcknight Wealth Management Group, LLC
INCREASED
Shares388,688 from 373,487
Change+15,201 (+4%)
Value$6.3M (+$56.7K)
Filed 2026-10-30
Waycross Investment Management Co
INCREASED
Shares374,685 from 369,413
Change+5,272 (+1%)
Value$6.0M (-$101.5K)
Filed 2026-10-14
Kathmere Capital Management, LLC
DECREASED
Shares370,300 from 391,040
Change-20,740 (-5%)
Value$6.0M (-$532.2K)
Filed 2026-10-20
Carnegie Investment Counsel
INCREASED
Shares361,552 from 303,197
Change+58,355 (+19%)
Value$5.8M (+$788.7K)
Filed 2026-10-20
Decker Wealth Management LLC
DECREASED
Shares355,523 from 355,540
Change-17 (0%)
Value$5.7M (-$179.8K)
Filed 2026-10-09
SFE Investment Counsel
INCREASED
Shares354,433 from 293,165
Change+61,268 (+21%)
Value$5.7M (+$840.8K)
Filed 2026-10-29
Apollon Wealth Management, LLC
DECREASED
Shares340,519 from 556,798
Change-216,279 (-39%)
Value$5.5M (-$3.8M)
Filed 2026-10-23
BCS Wealth Management
INCREASED
Shares325,444 from 312,665
Change+12,779 (+4%)
Value$5.3M (+$48.4K)
Filed 2026-11-03
Howard Wealth Management, LLC
INCREASED
Shares293,051 from 277,058
Change+15,993 (+6%)
Value$4.7M (+$118.2K)
Filed 2026-10-28
NorthAvenue LLC
INCREASED
Shares289,126 from 279,076
Change+10,050 (+4%)
Value$4.7M (+$21.3K)
Filed 2026-10-29
Straight Path Wealth Management
INCREASED
Shares287,287 from 272,762
Change+14,525 (+5%)
Value$4.6M (+$96.7K)
Filed 2026-10-23
Commonwealth Equity Services, LLC
INCREASED
Shares282,600 from 279,265
Change+3,335 (+1%)
Value$4.6M (-$87.2K)
Filed 2026-11-02
Ledgewood Wealth Advisors, LLC
DECREASED
Shares261,015 from 327,512
Change-66,497 (-20%)
Value$4.2M (-$1.2M)
Filed 2026-10-09
Farnam Financial LLC
INCREASED
Shares256,341 from 255,400
Change+941 (+0%)
Value$4.2M (-$76.6K)
Filed 2026-10-21
MGO One Seven LLC
INCREASED
Shares249,333 from 188,039
Change+61,294 (+33%)
Value$4.0M (+$894.3K)
Filed 2026-10-28
S.E.E.D. Planning Group LLC
DECREASED
Shares246,604 from 247,154
Change-550 (0%)
Value$4.0M (-$133.7K)
Filed 2026-10-07
Horizons Wealth Management
NEW
Shares237,166
Change+237,166
Value$3.8M
Filed 2026-10-05
Opulen Financial Group LLC
INCREASED
Shares225,741 from 209,440
Change+16,301 (+8%)
Value$3.6M (+$157.3K)
Filed 2026-10-22
Red Spruce Capital, LLC
INCREASED
Shares213,578 from 203,038
Change+10,540 (+5%)
Value$3.4M (+$67.6K)
Filed 2026-10-07
Infinity Wealth Counsel, LLC
INCREASED
Shares213,527 from 210,039
Change+3,488 (+2%)
Value$3.4M (-$49.8K)
Filed 2026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares208,706 from 203,903
Change+4,803 (+2%)
Value$3.4M (-$25.4K)
Filed 2026-10-27
Dynamic Advisor Solutions LLC
INCREASED
Shares199,773 from 157,777
Change+41,996 (+27%)
Value$3.2M (+$598.1K)
Filed 2026-10-13
Fourpath Capital Management, LLC
INCREASED
Shares177,976 from 165,378
Change+12,598 (+8%)
Value$2.9M (+$119.8K)
Filed 2026-10-19
AlphaStar Capital Management, LLC
INCREASED
Shares173,539 from 153,141
Change+20,398 (+13%)
Value$2.8M (+$251.9K)
Filed 2026-10-16
Avior Wealth Management, LLC
INCREASED
Shares171,923 from 166,829
Change+5,094 (+3%)
Value$2.8M (-$2.0K)
Filed 2026-10-13
Whitener Capital Management, Inc.
INCREASED
Shares156,031 from 108,110
Change+47,921 (+44%)
Value$2.5M (+$718.8K)
Filed 2026-10-15
Milestones Private Investment Advisors LLC
DECREASED
Shares151,201 from 152,495
Change-1,294 (-1%)
Value$2.4M (-$97.9K)
Filed 2026-10-19
RVW Wealth, LLC
INCREASED
Shares149,572 from 10,816
Change+138,756 (+1283%)
Value$2.4M (+$2.2M)
Filed 2026-10-06
VestGen Advisors, LLC
INCREASED
Shares124,133 from 119,462
Change+4,671 (+4%)
Value$2.0M (+$15.1K)
Filed 2026-10-27
Semitam Bonam LLC
INCREASED
Shares123,261 from 112,913
Change+10,348 (+9%)
Value$2.0M (+$110.0K)
Filed 2026-10-27
Livet Wealth, LLC
INCREASED
Shares122,670 from 97,822
Change+24,848 (+25%)
Value$2.0M (+$351.6K)
Filed 2026-10-27
Atria Investments, Inc
DECREASED
Shares116,479 from 180,443
Change-63,964 (-35%)
Value$1.9M (-$1.1M)
Filed 2026-10-15
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares111,320 from 111,320
Change0 (0%)
Value$1.8M (-$56.2K)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares106,065 from 104,738
Change+1,327 (+1%)
Value$1.7M (-$18.3K)
Filed 2026-10-13
Butensky & Cohen Financial Security, Inc
INCREASED
Shares105,630 from 99,772
Change+5,858 (+6%)
Value$1.7M (+$44.2K)
Filed 2026-10-13
Silverlake Wealth Management LLC
INCREASED
Shares100,239 from 94,586
Change+5,653 (+6%)
Value$1.6M (+$43.5K)
Filed 2026-10-21
G2 Capital Management, LLC / OH
INCREASED
Shares95,914 from 94,798
Change+1,116 (+1%)
Value$1.5M (-$29.9K)
Filed 2026-10-23
Oliver Luxxe Assets LLC
INCREASED
Shares95,314 from 80,501
Change+14,813 (+18%)
Value$1.5M (+$198.4K)
Filed 2026-10-14
Laurel Wealth Advisors LLC
INCREASED
Shares92,729 from 86,491
Change+6,238 (+7%)
Value$1.5M (+$57.0K)
Filed 2026-10-27
CRA Financial Services, LLC
INCREASED
Shares92,475 from 79,310
Change+13,165 (+17%)
Value$1.5M (+$172.4K)
Filed 2026-10-16
Independence Bank of Kentucky
INCREASED
Shares90,966 from 84,827
Change+6,139 (+7%)
Value$1.5M (+$56.2K)
Filed 2026-10-26
Sawgrass Asset Management LLC
DECREASED
Shares90,861 from 91,061
Change-200 (0%)
Value$1.5M (-$49.2K)
Filed 2026-11-03
Golden Reserve Retirement LLC
INCREASED
Shares87,073 from 86,334
Change+739 (+1%)
Value$1.4M (-$31.7K)
Filed 2026-11-02
Parallel Advisors, LLC
INCREASED
Shares83,205 from 53,829
Change+29,376 (+55%)
Value$1.3M (+$446.9K)
Filed 2026-11-03
First City Capital Management, Inc.
INCREASED
Shares79,650 from 62,900
Change+16,750 (+27%)
Value$1.3M (+$238.6K)
Filed 2026-10-27
Ironwood Financial, llc
DECREASED
Shares77,435 from 97,081
Change-19,646 (-20%)
Value$1.2M (-$356.9K)
Filed 2026-10-20
AA Financial Advisors, LLC
UNCHANGED
Shares76,358 from 76,358
Change0 (0%)
Value$1.2M (-$38.6K)
Filed 2026-10-19
Meridian Financial Partners LLC
DECREASED
Shares75,527 from 76,587
Change-1,060 (-1%)
Value$1.2M (-$45.2K)
Filed 2026-10-23
Old Port Advisors
INCREASED
Shares70,247 from 67,156
Change+3,091 (+5%)
Value$1.1M (+$16.0K)
Filed 2026-10-23
Continuum Wealth Advisors, LLC
DECREASED
Shares69,394 from 69,519
Change-125 (0%)
Value$1.1M (-$37.1K)
Filed 2026-10-20
Apella Capital, LLC
INCREASED
Shares63,680 from 62,194
Change+1,486 (+2%)
Value$1.0M (-$2.1K)
Filed 2026-10-08
Creative Planning
INCREASED
Shares62,943 from 34,919
Change+28,024 (+80%)
Value$1.0M (+$434.7K)
Filed 2026-11-02
Redmond Asset Management, LLC
INCREASED
Shares60,836 from 50,306
Change+10,530 (+21%)
Value$981.9K (+$144.6K)
Filed 2026-10-27
Legacy Wealth Management, LLC / MS
INCREASED
Shares60,673 from 41,793
Change+18,880 (+45%)
Value$979.3K (+$283.6K)
Filed 2026-10-30
Aspen Investment Management Inc
NEW
Shares60,443
Change+60,443
Value$976.0K
Filed 2026-11-05
Western Financial Corp
DECREASED
Shares58,504 from 58,714
Change-210 (0%)
Value$944.3K (-$33.0K)
Filed 2026-10-14
Kestra Private Wealth Services, LLC
DECREASED
Shares57,839 from 83,348
Change-25,509 (-31%)
Value$933.5K (-$453.8K)
Filed 2026-10-30
Cordatus Wealth Management LLC
INCREASED
Shares57,746 from 57,634
Change+112 (+0%)
Value$932.0K (-$27.3K)
Filed 2026-10-19
Virtue Asset Management LLC
INCREASED
Shares57,659 from 31,415
Change+26,244 (+84%)
Value$930.6K (+$407.7K)
Filed 2026-10-21
SAX Wealth Advisors, LLC
INCREASED
Shares56,776 from 49,477
Change+7,299 (+15%)
Value$916.4K (+$89.2K)
Filed 2026-10-13
Segment Wealth Management, LLC
DECREASED
Shares55,858 from 56,805
Change-947 (-2%)
Value$901.5K (-$44.0K)
Filed 2026-10-26
Concurrent Investment Advisors, LLC
INCREASED
Shares55,370 from 40,263
Change+15,107 (+38%)
Value$893.7K (+$223.5K)
Filed 2026-10-16
City Holding Co
DECREASED
Shares53,946 from 54,468
Change-522 (-1%)
Value$870.1K (-$36.2K)
Filed 2026-10-19
Wingate Wealth Advisors, Inc.
INCREASED
Shares51,727 from 51,308
Change+419 (+1%)
Value$834.9K (-$19.1K)
Filed 2026-10-26
Cypress Wealth Services, LLC
INCREASED
Shares50,200 from 47,348
Change+2,852 (+6%)
Value$812.5K (+$24.4K)
Filed 2026-10-21
Legacy Private Trust Co.
DECREASED
Shares49,219 from 53,414
Change-4,195 (-8%)
Value$794.4K (-$94.7K)
Filed 2026-10-06
Evexia Wealth LLC
INCREASED
Shares48,635 from 46,493
Change+2,142 (+5%)
Value$790.6K (+$21.8K)
Filed 2026-11-05
Accurate Wealth Management, LLC
INCREASED
Shares48,520 from 45,559
Change+2,961 (+7%)
Value$787.0K (+$30.7K)
Filed 2026-10-20
Aprio Wealth Management, LLC
INCREASED
Shares47,305 from 47,107
Change+198 (+0%)
Value$763.5K (-$20.6K)
Filed 2026-10-28
Sigma Planning Corp
UNCHANGED
Shares45,758 from 45,758
Change0 (0%)
Value$738.5K (-$23.1K)
Filed 2026-10-23
Sigma Investment Counselors Inc
INCREASED
Shares44,996 from 22,537
Change+22,459 (+100%)
Value$726.2K (+$351.1K)
Filed 2026-10-27
Fifth Third Bancorp
INCREASED
Shares44,336 from 43,422
Change+914 (+2%)
Value$715.6K (-$7.2K)
Filed 2026-11-05
Schear Investment Advisers, LLC
NEW
Shares42,379
Change+42,379
Value$684.0K
Filed 2026-10-14
Tempo Wealth, LLC
DECREASED
Shares42,379 from 55,984
Change-13,605 (-24%)
Value$684.0K (-$247.9K)
Filed 2026-10-14
Allen Capital Group, LLC
INCREASED
Shares40,778 from 40,630
Change+148 (+0%)
Value$658.2K (-$18.1K)
Filed 2026-10-27
Wealth Quarterback LLC
INCREASED
Shares40,437 from 33,975
Change+6,462 (+19%)
Value$652.7K (+$87.1K)
Filed 2026-10-20
Redwood Financial Network Corp
INCREASED
Shares38,972 from 37,281
Change+1,691 (+5%)
Value$629.0K (+$8.5K)
Filed 2026-11-03
Jm2 Capital Inc.
INCREASED
Shares38,363 from 35,530
Change+2,833 (+8%)
Value$619.2K (+$27.8K)
Filed 2026-10-14
Mission Wealth Management, LP
DECREASED
Shares37,546 from 43,665
Change-6,119 (-14%)
Value$606.0K (-$120.8K)
Filed 2026-10-15
Sensible Money, LLC
INCREASED
Shares35,945 from 31,757
Change+4,188 (+13%)
Value$580.1K (+$51.6K)
Filed 2026-10-20
XY Planning Network, Inc.
INCREASED
Shares31,959 from 19,487
Change+12,472 (+64%)
Value$515.8K (+$191.5K)
Filed 2026-10-14
Kessler Investment Group, LLC
DECREASED
Shares30,485 from 30,489
Change-4 (0%)
Value$492.0K (-$15.5K)
Filed 2026-10-08
Redhawk Wealth Advisors, Inc.
INCREASED
Shares29,981 from 25,465
Change+4,516 (+18%)
Value$483.9K (+$60.0K)
Filed 2026-10-14
Private Management Group Inc
DECREASED
Shares27,667 from 28,697
Change-1,030 (-4%)
Value$446.5K (-$31.1K)
Filed 2026-11-04
American Institute for Advanced Investment Management, LLP
INCREASED
Shares26,665 from 25,630
Change+1,035 (+4%)
Value$430.4K (+$3.8K)
Filed 2026-11-03
Independent Financial Group, LLC
DECREASED
Shares25,878 from 33,281
Change-7,403 (-22%)
Value$417.7K (-$136.3K)
Filed 2026-10-13
Quartz Partners, LLC
DECREASED
Shares25,728 from 27,118
Change-1,390 (-5%)
Value$415.3K (-$36.1K)
Filed 2026-11-03
Private Trust Co NA
INCREASED
Shares25,586 from 25,512
Change+74 (+0%)
Value$413.0K (-$11.7K)
Filed 2026-10-20
Insight Wealth Partners, LLC
INCREASED
Shares22,569 from 18,747
Change+3,822 (+20%)
Value$364.3K (+$52.2K)
Filed 2026-10-26
Capital Investment Advisors, LLC
INCREASED
Shares22,013 from 21,550
Change+463 (+2%)
Value$355.3K (-$3.4K)
Filed 2026-10-22
HB Wealth Management, LLC
INCREASED
Shares21,420 from 21,200
Change+220 (+1%)
Value$345.7K (-$7.2K)
Filed 2026-10-23
Diversify Wealth Management, LLC
DECREASED
Shares21,287 from 22,525
Change-1,238 (-5%)
Value$346.4K (-$25.1K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares21,287 from 22,525
Change-1,238 (-5%)
Value$346.4K (-$25.1K)
Filed 2026-10-20
First Fiduciary Investment Counsel, Inc.
UNCHANGED
Shares20,785 from 20,785
Change0 (0%)
Value$335.0K (-$11.0K)
Filed 2026-10-27
Hennion & Walsh Asset Management, Inc.
NEW
Shares19,871
Change+19,871
Value$320.7K
Filed 2026-10-13
Thrivent Financial for Lutherans
NEW
Shares19,535
Change+19,535
Value$315.0K
Filed 2026-11-05
Tennessee Valley Asset Management Partners
INCREASED
Shares19,530 from 19,462
Change+68 (+0%)
Value$315.2K (-$8.7K)
Filed 2026-11-03
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares19,389 from 19,193
Change+196 (+1%)
Value$312.9K (-$6.5K)
Filed 2026-10-29
First Horizon Corp
DECREASED
Shares19,095 from 19,845
Change-750 (-4%)
Value$308.2K (-$22.1K)
Filed 2026-10-26
Meriwether Wealth & Planning, LLC
DECREASED
Shares18,559 from 20,411
Change-1,852 (-9%)
Value$299.5K (-$40.2K)
Filed 2026-10-13
Axxcess Wealth Management, LLC
INCREASED
Shares18,531 from 18,491
Change+40 (+0%)
Value$299.1K (-$8.7K)
Filed 2026-10-21
Krilogy Financial LLC
NEW
Shares18,415
Change+18,415
Value$298.6K
Filed 2026-10-13
Unified Investment Management
INCREASED
Shares18,080 from 13,570
Change+4,510 (+33%)
Value$291.8K (+$65.9K)
Filed 2026-10-14
Net Worth Advisory Group
INCREASED
Shares18,043 from 17,090
Change+953 (+6%)
Value$291.9K (+$7.4K)
Filed 2026-10-20
Farther Finance Advisors, LLC
DECREASED
Shares17,833 from 47,005
Change-29,172 (-62%)
Value$287.8K (-$494.6K)
Filed 2026-10-08
Legacy Wealth Partners, LLC
INCREASED
Shares17,739 from 15,960
Change+1,779 (+11%)
Value$286.3K (+$20.7K)
Filed 2026-10-15
Cambridge Financial Group, LLC
UNCHANGED
Shares17,638 from 17,638
Change0 (0%)
Value$293.6K ($0)
Filed 2026-10-06
Nations Financial Group Inc,
INCREASED
Shares17,168 from 15,655
Change+1,513 (+10%)
Value$277.1K (+$16.5K)
Filed 2026-11-05
Bill Few Associates, Inc.
UNCHANGED
Shares17,160 from 17,160
Change0 (0%)
Value$277.0K (-$8.7K)
Filed 2026-10-09
Larson Financial Group LLC
INCREASED
Shares17,104 from 16,933
Change+171 (+1%)
Value$276.1K (-$5.8K)
Filed 2026-11-05
Somerset Trust Co
INCREASED
Shares17,056 from 11,308
Change+5,748 (+51%)
Value$275.3K (+$87.1K)
Filed 2026-10-13
Gilbert Capital Group, Inc.
UNCHANGED
Shares16,952 from 16,952
Change0 (0%)
Value$273.6K (-$8.6K)
Filed 2026-10-28
J.W. Cole Advisors, Inc.
INCREASED
Shares16,243 from 14,364
Change+1,879 (+13%)
Value$262.2K (+$23.1K)
Filed 2026-11-05
Davenport & Co LLC
INCREASED
Shares16,031 from 15,455
Change+576 (+4%)
Value$258.7K (+$1.5K)
Filed 2026-10-14
Greatmark Investment Partners, Inc.
UNCHANGED
Shares15,285 from 15,285
Change0 (0%)
Value$246.7K (-$7.7K)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED
Shares15,035 from 14,933
Change+102 (+1%)
Value$242.7K (-$5.9K)
Filed 2026-11-03
Berman McAleer LLC
INCREASED
Shares15,015 from 14,775
Change+240 (+2%)
Value$242.3K (-$3.6K)
Filed 2026-10-16
Key FInancial Inc
INCREASED
Shares14,989 from 14,549
Change+440 (+3%)
Value$241.9K (-$246)
Filed 2026-11-02
Signature Estate & Investment Advisors LLC
INCREASED
Shares14,240 from 14,025
Change+215 (+2%)
Value$229.8K (-$3.6K)
Filed 2026-10-13
Davis Capital Management
INCREASED
Shares13,300 from 12,582
Change+718 (+6%)
Value$214.7K (+$5.2K)
Filed 2026-10-08
Strid Group, LLC
INCREASED
Shares13,159 from 13,006
Change+153 (+1%)
Value$212.4K (-$4.1K)
Filed 2026-10-28
Yankcom Partnership
DECREASED
Shares12,792 from 15,750
Change-2,958 (-19%)
Value$206.5K (-$55.7K)
Filed 2026-10-15
Integris Wealth Management, LLC
INCREASED
Shares12,233 from 12,091
Change+142 (+1%)
Value$197.4K (-$3.8K)
Filed 2026-10-14
ETF Portfolio Partners, Inc.
UNCHANGED
Shares12,191 from 12,191
Change0 (0%)
Value$196.8K (-$6.2K)
Filed 2026-10-22
Koshinski Asset Management, Inc.
NEW
Shares11,258
Change+11,258
Value$181.7K
Filed 2026-10-29
B. Riley Wealth Advisors, Inc.
INCREASED
Shares11,173 from 11,079
Change+94 (+1%)
Value$180.3K (-$4.5K)
Filed 2026-10-13
Mesirow Financial Investment Management, Inc.
NEW
Shares10,981
Change+10,981
Value$177.2K
Filed 2026-11-05
Nicholas Hoffman & Company, Llc.
UNCHANGED
Shares10,940 from 10,940
Change0 (0%)
Value$176.6K (-$5.5K)
Filed 2026-10-30
ETF Store, Inc.
DECREASED
Shares10,924 from 11,290
Change-366 (-3%)
Value$176.3K (-$11.6K)
Filed 2026-10-19
Wagner Wealth Management, Corp
INCREASED
Shares10,820 from 10,694
Change+126 (+1%)
Value$174.6K (-$3.4K)
Filed 2026-10-20
John W. Brooker & Co., CPAs
INCREASED
Shares10,808 from 10,634
Change+174 (+2%)
Value$174.4K (-$2.6K)
Filed 2026-10-21
Commonwealth Financial Services, LLC
DECREASED
Shares10,598 from 12,996
Change-2,398 (-18%)
Value$171.1K (-$45.3K)
Filed 2026-10-20
Sowell Financial Services LLC
NEW
Shares10,557
Change+10,557
Value$170.4K
Filed 2026-10-23
US Bancorp \de\
UNCHANGED
Shares10,555 from 10,555
Change0 (0%)
Value$170.4K (-$5.3K)
Filed 2026-11-05
Sentinel Pension Advisors, LLC
DECREASED
Shares10,366 from 10,868
Change-502 (-5%)
Value$167.3K (-$13.4K)
Filed 2026-11-02
International Assets Investment Management, LLC
INCREASED
Shares10,010 from 6,372
Change+3,638 (+57%)
Value$161.9K (+$56.0K)
Filed 2026-11-02
Pacific Wealth Strategies Group, Inc.
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$161.4K (-$5.1K)
Filed 2026-11-02
Montag A & Associates Inc
INCREASED
Shares9,199 from 6,199
Change+3,000 (+48%)
Value$148.5K (+$45.3K)
Filed 2026-10-29
United Community Bank
UNCHANGED
Shares5,500 from 5,500
Change0 (0%)
Value$88.8K (-$2.8K)
Filed 2026-10-28
IFP Advisors, Inc
INCREASED
Shares5,418 from 4,081
Change+1,337 (+33%)
Value$87.4K (+$19.5K)
Filed 2026-10-16
Marquette Asset Management, LLC
UNCHANGED
Shares5,394 from 5,394
Change0 (0%)
Value$87.1K (-$2.7K)
Filed 2026-10-09
SJS Investment Consulting Inc.
UNCHANGED
Shares3,913 from 3,913
Change0 (0%)
Value$63.2K (-$2.0K)
Filed 2026-10-26
Rossby Financial, LCC
INCREASED
Shares3,654 from 3,117
Change+537 (+17%)
Value$59.0K (+$7.1K)
Filed 2026-11-05
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares3,642 from 3,642
Change0 (0%)
Value$58.8K (-$1.9K)
Filed 2026-10-01
Capital Investment Advisory Services, LLC
INCREASED
Shares3,627 from 3,615
Change+12 (+0%)
Value$58.5K (-$1.6K)
Filed 2026-10-30
Old Second National Bank of Aurora
UNCHANGED
Shares2,960 from 2,960
Change0 (0%)
Value$47.8K (-$1.5K)
Filed 2026-10-22
Eastern Bank
UNCHANGED
Shares2,903 from 2,903
Change0 (0%)
Value$46.9K (-$1.5K)
Filed 2026-10-05
Noble Wealth Management PBC
DECREASED
Shares2,250 from 3,000
Change-750 (-25%)
Value$36.3K (-$13.6K)
Filed 2026-10-01
City State Bank
UNCHANGED
Shares1,177 from 1,177
Change0 (0%)
Value$19.0K (-$594)
Filed 2026-10-20
West Branch Capital LLC
INCREASED
Shares1,101 from 1,088
Change+13 (+1%)
Value$17.8K (-$343)
Filed 2026-10-20
Lanark Financial, Inc.
INCREASED
Shares914 from 815
Change+99 (+12%)
Value$14.8K (+$1.2K)
Filed 2026-10-26
Signature Equity Partners, LLC
NEW
Shares543
Change+543
Value$8.8K
Filed 2026-10-29
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares416 from 416
Change0 (0%)
Value$6.7K (-$210)
Filed 2026-10-16
Financial Consulate, Inc
NEW
Shares364
Change+364
Value$5.9K
Filed 2026-10-23
Creative Financial Designs Inc
DECREASED
Shares343 from 394
Change-51 (-13%)
Value$5.5K (-$1.0K)
Filed 2026-11-04
Gamma Investing LLC
INCREASED
Shares283 from 82
Change+201 (+245%)
Value$4.6K (+$3.2K)
Filed 2026-10-08
First Bancorp, Inc
NEW
Shares279
Change+279
Value$4.5K
Filed 2026-10-26
Harbor Investment Advisory, LLC
NEW
Shares200
Change+200
Value$3.2K
Filed 2026-10-13
Golden State Wealth Management, LLC
INCREASED
Shares168 from 166
Change+2 (+1%)
Value$2.7K (-$52)
Filed 2026-11-02
Caldwell Trust Co
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$1.2K (-$37)
Filed 2026-10-30
Evolution Wealth Management Inc.
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$565 (-$18)
Filed 2026-10-28
Newport Capital Group, LLC
CLOSED
Shares0 from 39,552
Change-39,552 (-100%)
Value$0 (-$658.3K)
Filed 2026-10-16
Wedmont Private Capital
CLOSED
Shares0 from 35,440
Change-35,440 (-100%)
Value$0 (-$588.3K)
Filed 2026-10-09
Apeiron RIA LLC
CLOSED
Shares0 from 31,198
Change-31,198 (-100%)
Value$0 (-$519.3K)
Filed 2026-10-08
WealthCare Asset Management, LLC
CLOSED
Shares0 from 18,166
Change-18,166 (-100%)
Value$0 (-$302.4K)
Filed 2026-10-26
Venture Visionary Partners LLC
CLOSED
Shares0 from 17,886
Change-17,886 (-100%)
Value$0 (-$297.7K)
Filed 2026-10-07
AdvisorNet Financial, Inc
CLOSED
Shares0 from 3,433
Change-3,433 (-100%)
Value$0 (-$57.1K)
Filed 2026-10-15
AlphaCore Capital LLC
CLOSED
Shares0 from 2,007
Change-2,007 (-100%)
Value$0 (-$33.4K)
Filed 2026-11-04
Tradewinds Capital Management, LLC
CLOSED
Shares0 from 443
Change-443 (-100%)
Value$0 (-$7.4K)
Filed 2026-10-23
Allspring Global Investments Holdings, LLC
CLOSED
Shares0 from 98
Change-98 (-100%)
Value$0 (-$1.6K)
Filed 2026-11-04
Morgan Stanley
N/A
Shares— from 10,913,052
Change-10,913,052 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 9,388,158
Change-9,388,158 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 5,572,712
Change-5,572,712 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 5,547,683
Change-5,547,683 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 5,531,701
Change-5,531,701 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 4,705,304
Change-4,705,304 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 3,910,447
Change-3,910,447 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,541,844
Change-3,541,844 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 3,202,800
Change-3,202,800 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,935,895
Change-2,935,895 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,816,360
Change-2,816,360 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,448,625
Change-2,448,625 (-100%)
Value—
&partners
N/A
Shares— from 1,965,711
Change-1,965,711 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 1,736,911
Change-1,736,911 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,578,735
Change-1,578,735 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 1,542,429
Change-1,542,429 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 1,306,797
Change-1,306,797 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,295,777
Change-1,295,777 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 1,047,500
Change-1,047,500 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 990,407
Change-990,407 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 908,907
Change-908,907 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 850,723
Change-850,723 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 797,789
Change-797,789 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 693,597
Change-693,597 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 691,355
Change-691,355 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 685,236
Change-685,236 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 663,281
Change-663,281 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 628,743
Change-628,743 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 593,583
Change-593,583 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 581,488
Change-581,488 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 497,713
Change-497,713 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 489,231
Change-489,231 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 432,378
Change-432,378 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 425,857
Change-425,857 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 404,061
Change-404,061 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 335,156
Change-335,156 (-100%)
Value—
Stephens Inc
N/A
Shares— from 325,656
Change-325,656 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 299,876
Change-299,876 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 292,589
Change-292,589 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 271,226
Change-271,226 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 267,860
Change-267,860 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 259,898
Change-259,898 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 259,301
Change-259,301 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 236,871
Change-236,871 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 227,008
Change-227,008 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 219,416
Change-219,416 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 218,448
Change-218,448 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 213,902
Change-213,902 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 206,013
Change-206,013 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 201,935
Change-201,935 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 179,007
Change-179,007 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 175,307
Change-175,307 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 169,299
Change-169,299 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 163,292
Change-163,292 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 157,422
Change-157,422 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 154,448
Change-154,448 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 148,829
Change-148,829 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 129,558
Change-129,558 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 126,976
Change-126,976 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 118,459
Change-118,459 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 101,553
Change-101,553 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 91,642
Change-91,642 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 88,264
Change-88,264 (-100%)
Value—
ArborFi Advisors, LLC
N/A
Shares— from 85,918
Change-85,918 (-100%)
Value—
FCA Corp
N/A
Shares— from 83,005
Change-83,005 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 82,078
Change-82,078 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 80,086
Change-80,086 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 72,356
Change-72,356 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 66,754
Change-66,754 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 60,526
Change-60,526 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 59,282
Change-59,282 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 59,136
Change-59,136 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 58,087
Change-58,087 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 53,509
Change-53,509 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 53,425
Change-53,425 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 51,782
Change-51,782 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 49,775
Change-49,775 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 49,027
Change-49,027 (-100%)
Value—
First Command Advisory Services, Inc.
N/A
Shares— from 46,593
Change-46,593 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 46,447
Change-46,447 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 45,295
Change-45,295 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 43,397
Change-43,397 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 42,887
Change-42,887 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 40,379
Change-40,379 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 35,472
Change-35,472 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 33,431
Change-33,431 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 32,101
Change-32,101 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 30,303
Change-30,303 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 29,875
Change-29,875 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 25,100
Change-25,100 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 21,697
Change-21,697 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 20,715
Change-20,715 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 20,139
Change-20,139 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 17,535
Change-17,535 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 17,531
Change-17,531 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 17,251
Change-17,251 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 17,233
Change-17,233 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 16,217
Change-16,217 (-100%)
Value—
Goodman Financial Corp
N/A
Shares— from 16,140
Change-16,140 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 15,981
Change-15,981 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 15,485
Change-15,485 (-100%)
Value—
Bitterroot Capital Advisors LLC
N/A
Shares— from 15,145
Change-15,145 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 14,775
Change-14,775 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 13,387
Change-13,387 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 12,594
Change-12,594 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 12,026
Change-12,026 (-100%)
Value—
Darden Wealth Group Inc
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 11,994
Change-11,994 (-100%)
Value—
Motley Fool Wealth Management, LLC
N/A
Shares— from 11,578
Change-11,578 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 11,537
Change-11,537 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 10,828
Change-10,828 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 10,529
Change-10,529 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 10,243
Change-10,243 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 9,955
Change-9,955 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 9,234
Change-9,234 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 9,134
Change-9,134 (-100%)
Value—
FMR LLC
N/A
Shares— from 7,192
Change-7,192 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 4,096
Change-4,096 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 3,690
Change-3,690 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,168
Change-3,168 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 2,706
Change-2,706 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,288
Change-2,288 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 1,280
Change-1,280 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 1,191
Change-1,191 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 1,190
Change-1,190 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 950
Change-950 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 605
Change-605 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 371
Change-371 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 357
Change-357 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 192
Change-192 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 95
Change-95 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Status
Lido Advisors, LLC
DECREASED6,667,2768,359,538-1,692,262-20%$139.1M$107.6M-$31.5M2026-11-04
Hengehold Capital Management LLC
INCREASED2,921,2232,291,739+629,484+27%$38.1M$47.1M+$9.0M2026-10-16
Fusion Family Wealth, LLC
NEW2,855,903—+2,855,903——$46.1M—2026-11-02
Tlwm
INCREASED2,037,5941,851,064+186,530+10%$30.8M$32.9M+$2.1M2026-10-09
Brookstone Capital Management
DECREASED1,784,6501,800,440-15,790-1%$30.0M$28.8M-$1.2M2026-10-22
Moneco Advisors, LLC
INCREASED1,644,0731,536,904+107,169+7%$25.6M$26.5M+$953.6K2026-11-05
Clark Asset Management, LLC
INCREASED1,596,2641,398,237+198,027+14%$23.3M$25.8M+$2.5M2026-10-19
Foronjy Financial LLC
INCREASED1,357,4141,022,344+335,070+33%$17.0M$21.9M+$4.9M2026-10-14
Capital Investment Counsel, LLC
INCREASED1,326,3191,260,363+65,956+5%$21.0M$21.4M+$428.0K2026-10-14
Prospera Financial Services Inc
INCREASED830,491171,152+659,339+385%$2.8M$13.5M+$10.7M2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED809,574740,408+69,166+9%$12.3M$13.1M+$743.0K2026-11-02
Asset Dedication, LLC
INCREASED789,435737,920+51,515+7%$12.3M$12.7M+$458.8K2026-11-03
Kirr Marbach & Co LLC
INCREASED780,696689,505+91,191+13%$11.5M$12.6M+$1.1M2026-10-20
Kestra Advisory Services, LLC
DECREASED729,814876,869-147,055-17%$14.6M$11.8M-$2.8M2026-11-02
Cookson Peirce & Co Inc
INCREASED679,929657,395+22,534+3%$10.9M$11.0M+$31.7K2026-10-30
Central Valley Advisors, LLC
INCREASED664,392640,350+24,042+4%$10.7M$10.7M+$64.7K2026-10-27
Cornerstone Planning, LLC
INCREASED589,714584,751+4,963+1%$9.7M$9.7M+$7.3K2026-10-27
HUB Investment Partners, LLC
INCREASED580,288519,517+60,771+12%$8.6M$9.4M+$718.5K2026-11-03
Truist Financial Corp
INCREASED558,086524,787+33,299+6%$8.7M$9.0M+$272.4K2026-10-30
GPM Growth Investors, Inc.
INCREASED536,097528,408+7,689+1%$8.8M$8.7M-$142.7K2026-10-30
Vaughan David Investments LLC
INCREASED535,731488,744+46,987+10%$8.1M$8.6M+$512.0K2026-11-05
Marietta Wealth Management, LLC
INCREASED480,608470,052+10,556+2%$7.8M$7.8M-$28.6K2026-10-22
Wilkins Miller Wealth Management, LLC
INCREASED427,043377,673+49,370+13%$6.3M$6.9M+$606.1K2026-10-13
Carroll Advisory Group, LLC
INCREASED421,223341,775+79,448+23%$5.7M$6.8M+$1.1M2026-10-16
Parr Mcknight Wealth Management Group, LLC
INCREASED388,688373,487+15,201+4%$6.2M$6.3M+$56.7K2026-10-30
Waycross Investment Management Co
INCREASED374,685369,413+5,272+1%$6.1M$6.0M-$101.5K2026-10-14
Kathmere Capital Management, LLC
DECREASED370,300391,040-20,740-5%$6.5M$6.0M-$532.2K2026-10-20
Carnegie Investment Counsel
INCREASED361,552303,197+58,355+19%$5.0M$5.8M+$788.7K2026-10-20
Decker Wealth Management LLC
DECREASED355,523355,540-170%$5.9M$5.7M-$179.8K2026-10-09
SFE Investment Counsel
INCREASED354,433293,165+61,268+21%$4.9M$5.7M+$840.8K2026-10-29
Apollon Wealth Management, LLC
DECREASED340,519556,798-216,279-39%$9.3M$5.5M-$3.8M2026-10-23
BCS Wealth Management
INCREASED325,444312,665+12,779+4%$5.2M$5.3M+$48.4K2026-11-03
Howard Wealth Management, LLC
INCREASED293,051277,058+15,993+6%$4.6M$4.7M+$118.2K2026-10-28
NorthAvenue LLC
INCREASED289,126279,076+10,050+4%$4.6M$4.7M+$21.3K2026-10-29
Straight Path Wealth Management
INCREASED287,287272,762+14,525+5%$4.5M$4.6M+$96.7K2026-10-23
Commonwealth Equity Services, LLC
INCREASED282,600279,265+3,335+1%$4.6M$4.6M-$87.2K2026-11-02
Ledgewood Wealth Advisors, LLC
DECREASED261,015327,512-66,497-20%$5.5M$4.2M-$1.2M2026-10-09
Farnam Financial LLC
INCREASED256,341255,400+941+0%$4.3M$4.2M-$76.6K2026-10-21
MGO One Seven LLC
INCREASED249,333188,039+61,294+33%$3.1M$4.0M+$894.3K2026-10-28
S.E.E.D. Planning Group LLC
DECREASED246,604247,154-5500%$4.1M$4.0M-$133.7K2026-10-07
Horizons Wealth Management
NEW237,166—+237,166——$3.8M—2026-10-05
Opulen Financial Group LLC
INCREASED225,741209,440+16,301+8%$3.5M$3.6M+$157.3K2026-10-22
Red Spruce Capital, LLC
INCREASED213,578203,038+10,540+5%$3.4M$3.4M+$67.6K2026-10-07
Infinity Wealth Counsel, LLC
INCREASED213,527210,039+3,488+2%$3.5M$3.4M-$49.8K2026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED208,706203,903+4,803+2%$3.4M$3.4M-$25.4K2026-10-27
Dynamic Advisor Solutions LLC
INCREASED199,773157,777+41,996+27%$2.6M$3.2M+$598.1K2026-10-13
Fourpath Capital Management, LLC
INCREASED177,976165,378+12,598+8%$2.8M$2.9M+$119.8K2026-10-19
AlphaStar Capital Management, LLC
INCREASED173,539153,141+20,398+13%$2.5M$2.8M+$251.9K2026-10-16
Avior Wealth Management, LLC
INCREASED171,923166,829+5,094+3%$2.8M$2.8M-$2.0K2026-10-13
Whitener Capital Management, Inc.
INCREASED156,031108,110+47,921+44%$1.8M$2.5M+$718.8K2026-10-15
Milestones Private Investment Advisors LLC
DECREASED151,201152,495-1,294-1%$2.5M$2.4M-$97.9K2026-10-19
RVW Wealth, LLC
INCREASED149,57210,816+138,756+1283%$180.0K$2.4M+$2.2M2026-10-06
VestGen Advisors, LLC
INCREASED124,133119,462+4,671+4%$2.0M$2.0M+$15.1K2026-10-27
Semitam Bonam LLC
INCREASED123,261112,913+10,348+9%$1.9M$2.0M+$110.0K2026-10-27
Livet Wealth, LLC
INCREASED122,67097,822+24,848+25%$1.6M$2.0M+$351.6K2026-10-27
Atria Investments, Inc
DECREASED116,479180,443-63,964-35%$3.0M$1.9M-$1.1M2026-10-15
Kohmann Bosshard Financial Services, LLC
UNCHANGED111,320111,32000%$1.9M$1.8M-$56.2K2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED106,065104,738+1,327+1%$1.7M$1.7M-$18.3K2026-10-13
Butensky & Cohen Financial Security, Inc
INCREASED105,63099,772+5,858+6%$1.7M$1.7M+$44.2K2026-10-13
Silverlake Wealth Management LLC
INCREASED100,23994,586+5,653+6%$1.6M$1.6M+$43.5K2026-10-21
G2 Capital Management, LLC / OH
INCREASED95,91494,798+1,116+1%$1.6M$1.5M-$29.9K2026-10-23
Oliver Luxxe Assets LLC
INCREASED95,31480,501+14,813+18%$1.3M$1.5M+$198.4K2026-10-14
Laurel Wealth Advisors LLC
INCREASED92,72986,491+6,238+7%$1.4M$1.5M+$57.0K2026-10-27
CRA Financial Services, LLC
INCREASED92,47579,310+13,165+17%$1.3M$1.5M+$172.4K2026-10-16
Independence Bank of Kentucky
INCREASED90,96684,827+6,139+7%$1.4M$1.5M+$56.2K2026-10-26
Sawgrass Asset Management LLC
DECREASED90,86191,061-2000%$1.5M$1.5M-$49.2K2026-11-03
Golden Reserve Retirement LLC
INCREASED87,07386,334+739+1%$1.4M$1.4M-$31.7K2026-11-02
Parallel Advisors, LLC
INCREASED83,20553,829+29,376+55%$896.0K$1.3M+$446.9K2026-11-03
First City Capital Management, Inc.
INCREASED79,65062,900+16,750+27%$1.0M$1.3M+$238.6K2026-10-27
Ironwood Financial, llc
DECREASED77,43597,081-19,646-20%$1.6M$1.2M-$356.9K2026-10-20
AA Financial Advisors, LLC
UNCHANGED76,35876,35800%$1.3M$1.2M-$38.6K2026-10-19
Meridian Financial Partners LLC
DECREASED75,52776,587-1,060-1%$1.3M$1.2M-$45.2K2026-10-23
Old Port Advisors
INCREASED70,24767,156+3,091+5%$1.1M$1.1M+$16.0K2026-10-23
Continuum Wealth Advisors, LLC
DECREASED69,39469,519-1250%$1.2M$1.1M-$37.1K2026-10-20
Apella Capital, LLC
INCREASED63,68062,194+1,486+2%$1.0M$1.0M-$2.1K2026-10-08
Creative Planning
INCREASED62,94334,919+28,024+80%$581.2K$1.0M+$434.7K2026-11-02
Redmond Asset Management, LLC
INCREASED60,83650,306+10,530+21%$837.3K$981.9K+$144.6K2026-10-27
Legacy Wealth Management, LLC / MS
INCREASED60,67341,793+18,880+45%$695.6K$979.3K+$283.6K2026-10-30
Aspen Investment Management Inc
NEW60,443—+60,443——$976.0K—2026-11-05
Western Financial Corp
DECREASED58,50458,714-2100%$977.3K$944.3K-$33.0K2026-10-14
Kestra Private Wealth Services, LLC
DECREASED57,83983,348-25,509-31%$1.4M$933.5K-$453.8K2026-10-30
Cordatus Wealth Management LLC
INCREASED57,74657,634+112+0%$959.3K$932.0K-$27.3K2026-10-19
Virtue Asset Management LLC
INCREASED57,65931,415+26,244+84%$522.9K$930.6K+$407.7K2026-10-21
SAX Wealth Advisors, LLC
INCREASED56,77649,477+7,299+15%$827.2K$916.4K+$89.2K2026-10-13
Segment Wealth Management, LLC
DECREASED55,85856,805-947-2%$945.5K$901.5K-$44.0K2026-10-26
Concurrent Investment Advisors, LLC
INCREASED55,37040,263+15,107+38%$670.2K$893.7K+$223.5K2026-10-16
City Holding Co
DECREASED53,94654,468-522-1%$906.3K$870.1K-$36.2K2026-10-19
Wingate Wealth Advisors, Inc.
INCREASED51,72751,308+419+1%$854.0K$834.9K-$19.1K2026-10-26
Cypress Wealth Services, LLC
INCREASED50,20047,348+2,852+6%$788.1K$812.5K+$24.4K2026-10-21
Legacy Private Trust Co.
DECREASED49,21953,414-4,195-8%$889.1K$794.4K-$94.7K2026-10-06
Evexia Wealth LLC
INCREASED48,63546,493+2,142+5%$768.8K$790.6K+$21.8K2026-11-05
Accurate Wealth Management, LLC
INCREASED48,52045,559+2,961+7%$756.3K$787.0K+$30.7K2026-10-20
Aprio Wealth Management, LLC
INCREASED47,30547,107+198+0%$784.1K$763.5K-$20.6K2026-10-28
Sigma Planning Corp
UNCHANGED45,75845,75800%$761.6K$738.5K-$23.1K2026-10-23
Sigma Investment Counselors Inc
INCREASED44,99622,537+22,459+100%$375.1K$726.2K+$351.1K2026-10-27
Fifth Third Bancorp
INCREASED44,33643,422+914+2%$722.8K$715.6K-$7.2K2026-11-05
Schear Investment Advisers, LLC
NEW42,379—+42,379——$684.0K—2026-10-14
Tempo Wealth, LLC
DECREASED42,37955,984-13,605-24%$931.9K$684.0K-$247.9K2026-10-14
Allen Capital Group, LLC
INCREASED40,77840,630+148+0%$676.3K$658.2K-$18.1K2026-10-27
Wealth Quarterback LLC
INCREASED40,43733,975+6,462+19%$565.5K$652.7K+$87.1K2026-10-20
Redwood Financial Network Corp
INCREASED38,97237,281+1,691+5%$620.5K$629.0K+$8.5K2026-11-03
Jm2 Capital Inc.
INCREASED38,36335,530+2,833+8%$591.4K$619.2K+$27.8K2026-10-14
Mission Wealth Management, LP
DECREASED37,54643,665-6,119-14%$726.8K$606.0K-$120.8K2026-10-15
Sensible Money, LLC
INCREASED35,94531,757+4,188+13%$528.6K$580.1K+$51.6K2026-10-20
XY Planning Network, Inc.
INCREASED31,95919,487+12,472+64%$324.4K$515.8K+$191.5K2026-10-14
Kessler Investment Group, LLC
DECREASED30,48530,489-40%$507.5K$492.0K-$15.5K2026-10-08
Redhawk Wealth Advisors, Inc.
INCREASED29,98125,465+4,516+18%$423.9K$483.9K+$60.0K2026-10-14
Private Management Group Inc
DECREASED27,66728,697-1,030-4%$477.7K$446.5K-$31.1K2026-11-04
American Institute for Advanced Investment Management, LLP
INCREASED26,66525,630+1,035+4%$426.6K$430.4K+$3.8K2026-11-03
Independent Financial Group, LLC
DECREASED25,87833,281-7,403-22%$554.0K$417.7K-$136.3K2026-10-13
Quartz Partners, LLC
DECREASED25,72827,118-1,390-5%$451.4K$415.3K-$36.1K2026-11-03
Private Trust Co NA
INCREASED25,58625,512+74+0%$424.6K$413.0K-$11.7K2026-10-20
Insight Wealth Partners, LLC
INCREASED22,56918,747+3,822+20%$312.0K$364.3K+$52.2K2026-10-26
Capital Investment Advisors, LLC
INCREASED22,01321,550+463+2%$358.7K$355.3K-$3.4K2026-10-22
HB Wealth Management, LLC
INCREASED21,42021,200+220+1%$352.9K$345.7K-$7.2K2026-10-23
Diversify Wealth Management, LLC
DECREASED21,28722,525-1,238-5%$371.5K$346.4K-$25.1K2026-10-20
Diversify Advisory Services, LLC
DECREASED21,28722,525-1,238-5%$371.5K$346.4K-$25.1K2026-10-20
First Fiduciary Investment Counsel, Inc.
UNCHANGED20,78520,78500%$346.0K$335.0K-$11.0K2026-10-27
Hennion & Walsh Asset Management, Inc.
NEW19,871—+19,871——$320.7K—2026-10-13
Thrivent Financial for Lutherans
NEW19,535—+19,535——$315.0K—2026-11-05
Tennessee Valley Asset Management Partners
INCREASED19,53019,462+68+0%$323.9K$315.2K-$8.7K2026-11-03
Strategic Family Wealth Counselors, L.L.C.
INCREASED19,38919,193+196+1%$319.5K$312.9K-$6.5K2026-10-29
First Horizon Corp
DECREASED19,09519,845-750-4%$330.3K$308.2K-$22.1K2026-10-26
Meriwether Wealth & Planning, LLC
DECREASED18,55920,411-1,852-9%$339.7K$299.5K-$40.2K2026-10-13
Axxcess Wealth Management, LLC
INCREASED18,53118,491+40+0%$307.8K$299.1K-$8.7K2026-10-21
Krilogy Financial LLC
NEW18,415—+18,415——$298.6K—2026-10-13
Unified Investment Management
INCREASED18,08013,570+4,510+33%$225.9K$291.8K+$65.9K2026-10-14
Net Worth Advisory Group
INCREASED18,04317,090+953+6%$284.5K$291.9K+$7.4K2026-10-20
Farther Finance Advisors, LLC
DECREASED17,83347,005-29,172-62%$782.4K$287.8K-$494.6K2026-10-08
Legacy Wealth Partners, LLC
INCREASED17,73915,960+1,779+11%$265.7K$286.3K+$20.7K2026-10-15
Cambridge Financial Group, LLC
UNCHANGED17,63817,63800%$293.6K$293.6K$02026-10-06
Nations Financial Group Inc,
INCREASED17,16815,655+1,513+10%$260.6K$277.1K+$16.5K2026-11-05
Bill Few Associates, Inc.
UNCHANGED17,16017,16000%$285.6K$277.0K-$8.7K2026-10-09
Larson Financial Group LLC
INCREASED17,10416,933+171+1%$281.9K$276.1K-$5.8K2026-11-05
Somerset Trust Co
INCREASED17,05611,308+5,748+51%$188.2K$275.3K+$87.1K2026-10-13
Gilbert Capital Group, Inc.
UNCHANGED16,95216,95200%$282.2K$273.6K-$8.6K2026-10-28
J.W. Cole Advisors, Inc.
INCREASED16,24314,364+1,879+13%$239.1K$262.2K+$23.1K2026-11-05
Davenport & Co LLC
INCREASED16,03115,455+576+4%$257.2K$258.7K+$1.5K2026-10-14
Greatmark Investment Partners, Inc.
UNCHANGED15,28515,28500%$254.4K$246.7K-$7.7K2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED15,03514,933+102+1%$248.6K$242.7K-$5.9K2026-11-03
Berman McAleer LLC
INCREASED15,01514,775+240+2%$245.9K$242.3K-$3.6K2026-10-16
Key FInancial Inc
INCREASED14,98914,549+440+3%$242.2K$241.9K-$2462026-11-02
Signature Estate & Investment Advisors LLC
INCREASED14,24014,025+215+2%$233.4K$229.8K-$3.6K2026-10-13
Davis Capital Management
INCREASED13,30012,582+718+6%$209.4K$214.7K+$5.2K2026-10-08
Strid Group, LLC
INCREASED13,15913,006+153+1%$216.5K$212.4K-$4.1K2026-10-28
Yankcom Partnership
DECREASED12,79215,750-2,958-19%$262.2K$206.5K-$55.7K2026-10-15
Integris Wealth Management, LLC
INCREASED12,23312,091+142+1%$201.2K$197.4K-$3.8K2026-10-14
ETF Portfolio Partners, Inc.
UNCHANGED12,19112,19100%$202.9K$196.8K-$6.2K2026-10-22
Koshinski Asset Management, Inc.
NEW11,258—+11,258——$181.7K—2026-10-29
B. Riley Wealth Advisors, Inc.
INCREASED11,17311,079+94+1%$184.8K$180.3K-$4.5K2026-10-13
Mesirow Financial Investment Management, Inc.
NEW10,981—+10,981——$177.2K—2026-11-05
Nicholas Hoffman & Company, Llc.
UNCHANGED10,94010,94000%$182.1K$176.6K-$5.5K2026-10-30
ETF Store, Inc.
DECREASED10,92411,290-366-3%$187.9K$176.3K-$11.6K2026-10-19
Wagner Wealth Management, Corp
INCREASED10,82010,694+126+1%$178.0K$174.6K-$3.4K2026-10-20
John W. Brooker & Co., CPAs
INCREASED10,80810,634+174+2%$177.0K$174.4K-$2.6K2026-10-21
Commonwealth Financial Services, LLC
DECREASED10,59812,996-2,398-18%$216.3K$171.1K-$45.3K2026-10-20
Sowell Financial Services LLC
NEW10,557—+10,557——$170.4K—2026-10-23
US Bancorp \de\
UNCHANGED10,55510,55500%$175.7K$170.4K-$5.3K2026-11-05
Sentinel Pension Advisors, LLC
DECREASED10,36610,868-502-5%$180.7K$167.3K-$13.4K2026-11-02
International Assets Investment Management, LLC
INCREASED10,0106,372+3,638+57%$105.9K$161.9K+$56.0K2026-11-02
Pacific Wealth Strategies Group, Inc.
UNCHANGED10,00010,00000%$166.5K$161.4K-$5.1K2026-11-02
Montag A & Associates Inc
INCREASED9,1996,199+3,000+48%$103.2K$148.5K+$45.3K2026-10-29
United Community Bank
UNCHANGED5,5005,50000%$91.5K$88.8K-$2.8K2026-10-28
IFP Advisors, Inc
INCREASED5,4184,081+1,337+33%$67.9K$87.4K+$19.5K2026-10-16
Marquette Asset Management, LLC
UNCHANGED5,3945,39400%$89.8K$87.1K-$2.7K2026-10-09
SJS Investment Consulting Inc.
UNCHANGED3,9133,91300%$65.1K$63.2K-$2.0K2026-10-26
Rossby Financial, LCC
INCREASED3,6543,117+537+17%$51.9K$59.0K+$7.1K2026-11-05
Sarver Vrooman Wealth Advisors
UNCHANGED3,6423,64200%$60.6K$58.8K-$1.9K2026-10-01
Capital Investment Advisory Services, LLC
INCREASED3,6273,615+12+0%$60.2K$58.5K-$1.6K2026-10-30
Old Second National Bank of Aurora
UNCHANGED2,9602,96000%$49.3K$47.8K-$1.5K2026-10-22
Eastern Bank
UNCHANGED2,9032,90300%$48.3K$46.9K-$1.5K2026-10-05
Noble Wealth Management PBC
DECREASED2,2503,000-750-25%$49.9K$36.3K-$13.6K2026-10-01
City State Bank
UNCHANGED1,1771,17700%$19.6K$19.0K-$5942026-10-20
West Branch Capital LLC
INCREASED1,1011,088+13+1%$18.1K$17.8K-$3432026-10-20
Lanark Financial, Inc.
INCREASED914815+99+12%$13.6K$14.8K+$1.2K2026-10-26
Signature Equity Partners, LLC
NEW543—+543——$8.8K—2026-10-29
DiNuzzo Private Wealth, Inc.
UNCHANGED41641600%$6.9K$6.7K-$2102026-10-16
Financial Consulate, Inc
NEW364—+364——$5.9K—2026-10-23
Creative Financial Designs Inc
DECREASED343394-51-13%$6.6K$5.5K-$1.0K2026-11-04
Gamma Investing LLC
INCREASED28382+201+245%$1.4K$4.6K+$3.2K2026-10-08
First Bancorp, Inc
NEW279—+279——$4.5K—2026-10-26
Harbor Investment Advisory, LLC
NEW200—+200——$3.2K—2026-10-13
Golden State Wealth Management, LLC
INCREASED168166+2+1%$2.8K$2.7K-$522026-11-02
Caldwell Trust Co
UNCHANGED757500%$1.2K$1.2K-$372026-10-30
Evolution Wealth Management Inc.
UNCHANGED353500%$583$565-$182026-10-28
Newport Capital Group, LLC
CLOSED039,552-39,552-100%$658.3K$0-$658.3K2026-10-16
Wedmont Private Capital
CLOSED035,440-35,440-100%$588.3K$0-$588.3K2026-10-09
Apeiron RIA LLC
CLOSED031,198-31,198-100%$519.3K$0-$519.3K2026-10-08
WealthCare Asset Management, LLC
CLOSED018,166-18,166-100%$302.4K$0-$302.4K2026-10-26
Venture Visionary Partners LLC
CLOSED017,886-17,886-100%$297.7K$0-$297.7K2026-10-07
AdvisorNet Financial, Inc
CLOSED03,433-3,433-100%$57.1K$0-$57.1K2026-10-15
AlphaCore Capital LLC
CLOSED02,007-2,007-100%$33.4K$0-$33.4K2026-11-04
Tradewinds Capital Management, LLC
CLOSED0443-443-100%$7.4K$0-$7.4K2026-10-23
Allspring Global Investments Holdings, LLC
CLOSED098-98-100%$1.6K$0-$1.6K2026-11-04
Morgan Stanley
N/A—10,913,052-10,913,052-100%$181.6M———
Aptus Capital Advisors, LLC
N/A—9,388,158-9,388,158-100%$156.3M———
Waverly Advisors, LLC
N/A—5,572,712-5,572,712-100%$92.8M———
LPL Financial LLC
N/A—5,547,683-5,547,683-100%$92.3M———
Raymond James Financial Inc
N/A—5,531,701-5,531,701-100%$92.1M———
Invesco Ltd.
N/A—4,705,304-4,705,304-100%$78.3M———
Clearstead Advisors, LLC
N/A—3,910,447-3,910,447-100%$65.1M———
Wells Fargo & Company
N/A—3,541,844-3,541,844-100%$59.0M———
Atlantic Union Bankshares Corp
N/A—3,202,800-3,202,800-100%$53.3M———
Bank of America Corp
N/A—2,935,895-2,935,895-100%$48.9M———
Royal Bank of Canada
N/A—2,816,360-2,816,360-100%$46.9M———
UBS Group AG
N/A—2,448,625-2,448,625-100%$40.8M———
&partners
N/A—1,965,711-1,965,711-100%$32.7M———
MAI Capital Management
N/A—1,736,911-1,736,911-100%$28.9M———
IMA Advisory Services, Inc.
N/A—1,578,735-1,578,735-100%$26.3M———
Shufro Rose & Co LLC
N/A—1,542,429-1,542,429-100%$25.7M———
Baird Financial Group, Inc.
N/A—1,306,797-1,306,797-100%$21.8M———
Envestnet Asset Management Inc
N/A—1,295,777-1,295,777-100%$21.6M———
Hills Bank & Trust Co
N/A—1,047,500-1,047,500-100%$17.4M———
Advisors Capital Management, LLC
N/A—990,407-990,407-100%$16.5M———
Davis R M Inc
N/A—908,907-908,907-100%$15.1M———
MML Investors Services, LLC
N/A—850,723-850,723-100%$14.2M———
Osaic Holdings, Inc.
N/A—797,789-797,789-100%$13.3M———
Goepper Burkhardt LLC
N/A—693,597-693,597-100%$11.5M———
Cvfg LLC
N/A—691,355-691,355-100%$11.5M———
Jones Financial Companies Lllp
N/A—685,236-685,236-100%$11.4M———
Janney Montgomery Scott LLC
N/A—663,281-663,281-100%$11.0M———
Ameriprise Financial Inc
N/A—628,743-628,743-100%$10.5M———
Cetera Investment Advisers
N/A—593,583-593,583-100%$9.9M———
NewEdge Advisors, LLC
N/A—581,488-581,488-100%$9.7M———
Vista Investment Management
N/A—497,713-497,713-100%$8.3M———
AMJ Financial Wealth Management
N/A—489,231-489,231-100%$8.2M———
ProVise Management Group, LLC
N/A—432,378-432,378-100%$7.2M———
Modern Wealth Management, LLC
N/A—425,857-425,857-100%$7.1M———
Colonial Trust Advisors
N/A—404,061-404,061-100%$6.7M———
Morton Community Bank
N/A—335,156-335,156-100%$5.6M———
Stephens Inc
N/A—325,656-325,656-100%$5.4M———
Sanctuary Advisors, LLC
N/A—299,876-299,876-100%$5.0M———
Gladstone Institutional Advisory LLC
N/A—292,589-292,589-100%$4.9M———
Kintra Wealth, LLC
N/A—271,226-271,226-100%$4.5M———
Captrust Financial Advisors
N/A—267,860-267,860-100%$4.5M———
HighPoint Advisor Group LLC
N/A—259,898-259,898-100%$4.3M———
Stifel Financial Corp
N/A—259,301-259,301-100%$4.3M———
Geneos Wealth Management Inc.
N/A—236,871-236,871-100%$3.9M———
Arax Advisory Partners
N/A—227,008-227,008-100%$3.8M———
Goldman Sachs Group Inc
N/A—219,416-219,416-100%$3.7M———
Webster Bank, N. A.
N/A—218,448-218,448-100%$3.6M———
Novare Capital Management LLC
N/A—213,902-213,902-100%$3.6M———
Kinetic Wealth Investment Advisors LLC
N/A—206,013-206,013-100%$3.4M———
Colonial Trust Co / SC
N/A—201,935-201,935-100%$3.4M———
Savvy Advisors, Inc.
N/A—179,007-179,007-100%$3.0M———
Addison Advisors LLC
N/A—175,307-175,307-100%$2.9M———
First National Bank of Omaha
N/A—169,299-169,299-100%$2.8M———
Huntington National Bank
N/A—163,292-163,292-100%$2.7M———
Ellevest, Inc.
N/A—157,422-157,422-100%$2.6M———
Northwestern Mutual Wealth Management Co
N/A—154,448-154,448-100%$2.6M———
Citadel Advisors LLC
N/A—148,829-148,829-100%$2.5M———
Heritage Trust Co
N/A—129,558-129,558-100%$2.2M———
Beacon Pointe Advisors, LLC
N/A—126,976-126,976-100%$2.1M———
Private Advisor Group, LLC
N/A—118,459-118,459-100%$2.0M———
Jane Street Group, LLC
N/A—101,553-101,553-100%$1.7M———
Everpar Advisors LLC
N/A—91,642-91,642-100%$1.5M———
Capital Analysts, LLC
N/A—88,264-88,264-100%$1.5M———
ArborFi Advisors, LLC
N/A—85,918-85,918-100%$1.4M———
FCA Corp
N/A—83,005-83,005-100%$1.4M———
River Wealth Advisors LLC
N/A—82,078-82,078-100%$1.4M———
Integrated Wealth Concepts LLC
N/A—80,086-80,086-100%$1.3M———
JPL Wealth Management, LLC
N/A—72,356-72,356-100%$1.2M———
Camelot Portfolios, LLC
N/A—66,754-66,754-100%$1.1M———
Equitable Holdings, Inc.
N/A—60,526-60,526-100%$1.0M———
Harbour Investments, Inc.
N/A—59,282-59,282-100%$986.7K———
Principal Securities, Inc.
N/A—59,136-59,136-100%$984.3K———
JPMorgan Chase & Co
N/A—58,087-58,087-100%$968.9K———
Hanover Advisors Inc
N/A—53,509-53,509-100%$890.7K———
Roundview Capital LLC
N/A—53,425-53,425-100%$889.3K———
Dover Advisors, LLC
N/A—51,782-51,782-100%$876.2K———
Rothschild Wealth LLC
N/A—49,775-49,775-100%$828.5K———
Keel Point, LLC
N/A—49,027-49,027-100%$816.1K———
First Command Advisory Services, Inc.
N/A—46,593-46,593-100%$775.5K———
Kingsview Wealth Management, LLC
N/A—46,447-46,447-100%$773.1K———
AQR Capital Management LLC
N/A—45,295-45,295-100%$753.9K———
HighTower Advisors, LLC
N/A—43,397-43,397-100%$722.3K———
Mariner, LLC
N/A—42,887-42,887-100%$713.9K———
EP Wealth Advisors, LLC
N/A—40,379-40,379-100%$672.1K———
Hobbs Group Advisors, LLC
N/A—35,472-35,472-100%$590.4K———
Focus Partners Advisor Solutions, LLC
N/A—33,431-33,431-100%$556.5K———
Axis Wealth Partners, LLC
N/A—32,101-32,101-100%$534.3K———
Foundations Investment Advisors, LLC
N/A—30,303-30,303-100%$504.4K———
Western Wealth Management, LLC
N/A—29,875-29,875-100%$497.3K———
United Capital Financial Advisors, LLC
N/A—25,100-25,100-100%$417.7K———
Arkadios Wealth Advisors
N/A—21,697-21,697-100%$361.1K———
Stratos Wealth Partners, Ltd.
N/A—20,715-20,715-100%$344.8K———
Jaffetilchin Investment Partners, LLC
N/A—20,139-20,139-100%$335.2K———
Anchor Investment Management, LLC
N/A—17,535-17,535-100%$291.9K———
Summit Financial, LLC
N/A—17,531-17,531-100%$291.8K———
Mercer Global Advisors Inc
N/A—17,251-17,251-100%$287.2K———
Natixis Advisors, LLC
N/A—17,233-17,233-100%$286.0K———
Kickstand Ventures, Llc.
N/A—16,217-16,217-100%$269.9K———
Goodman Financial Corp
N/A—16,140-16,140-100%$268.7K———
Sequoia Financial Advisors, LLC
N/A—15,981-15,981-100%$266.0K———
Vestmark Advisory Solutions, Inc.
N/A—15,485-15,485-100%$257.7K———
Bitterroot Capital Advisors LLC
N/A—15,145-15,145-100%$252.1K———
RPg Family Wealth Advisory, LLC
N/A—14,775-14,775-100%$245.9K———
Van Hulzen Asset Management, LLC
N/A—13,387-13,387-100%$222.8K———
Clearstead Trust, LLC
N/A—12,594-12,594-100%$209.6K———
Compton Financial Group, LLC
N/A—12,026-12,026-100%$200.2K———
Darden Wealth Group Inc
N/A—12,000-12,000-100%$199.7K———
Benjamin Edwards Inc
N/A—11,994-11,994-100%$199.6K———
Motley Fool Wealth Management, LLC
N/A—11,578-11,578-100%$192.7K———
Valmark Advisers, Inc.
N/A—11,537-11,537-100%$192.0K———
World Investment Advisors
N/A—10,828-10,828-100%$180.8K———
Koss-Olinger Consulting, LLC
N/A—10,529-10,529-100%$175.3K———
Ancora Advisors LLCA
N/A—10,243-10,243-100%$170.5K———
Allworth Financial LP
N/A—9,955-9,955-100%$165.7K———
Steward Partners Investment Advisory, LLC
N/A—9,234-9,234-100%$153.7K———
Fiduciary Financial Advisors
N/A—9,134-9,134-100%$152.0K———
FMR LLC
N/A—7,192-7,192-100%$119.7K———
O'shaughnessy Asset Management, LLC
N/A—4,096-4,096-100%$68.2K———
Crews Bank & Trust
N/A—3,690-3,690-100%$61.4K———
Global Retirement Partners, LLC
N/A—3,168-3,168-100%$52.7K———
Keating Financial Advisory Services, Inc.
N/A—2,706-2,706-100%$45.0K———
BlackRock, Inc.
N/A—2,288-2,288-100%$38.1K———
Smithfield Trust Co
N/A—1,280-1,280-100%$21———
Atomic Invest LLC
N/A—1,191-1,191-100%$19.9K———
PNC Financial Services Group, Inc.
N/A—1,190-1,190-100%$19.8K———
Topsail Wealth Management, LLC
N/A—950-950-100%$15.8K———
BankPlus Trust Department
N/A—605-605-100%$10.1K———
IFG Advisory, LLC
N/A—500-500-100%$8.3K———
Vanguard Advisers Inc
N/A—371-371-100%$6.2K———
Ameritas Investment Partners, Inc.
N/A—357-357-100%$5.9K———
Rockefeller Capital Management L.P.
N/A—192-192-100%$3.2K———
Tower Research Capital LLC (TRC)
N/A—95-95-100%$1.6K———
Smartleaf Asset Management LLC
N/A—5-5-100%$83———
Showing 327 of 327 institutions