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Invesco Bulletshares 2028 CB (BSCS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Lido Advisors, LLC
DECREASED
Shares4,285,889 from 4,562,494
Change-276,605 (-6%)
Value$86.3M (-$6.7M)
Filed 2026-11-04
Fusion Family Wealth, LLC
INCREASED
Shares2,403,112 from 2,288,259
Change+114,853 (+5%)
Value$48.4M (+$1.8M)
Filed 2026-11-02
Tlwm
INCREASED
Shares1,765,162 from 1,647,457
Change+117,705 (+7%)
Value$35.5M (+$2.0M)
Filed 2026-10-09
Moneco Advisors, LLC
INCREASED
Shares1,458,585 from 1,362,707
Change+95,878 (+7%)
Value$29.4M (+$1.6M)
Filed 2026-11-05
Clark Asset Management, LLC
INCREASED
Shares1,444,441 from 1,260,419
Change+184,022 (+15%)
Value$29.1M (+$3.4M)
Filed 2026-10-19
Brookstone Capital Management
DECREASED
Shares1,338,987 from 1,352,439
Change-13,452 (-1%)
Value$26.9M (-$595.3K)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares1,313,925 from 1,353,573
Change-39,648 (-3%)
Value$26.4M (-$1.1M)
Filed 2026-11-02
Kestra Advisory Services, LLC
DECREASED
Shares999,084 from 1,016,669
Change-17,585 (-2%)
Value$20.1M (-$597.9K)
Filed 2026-11-02
Cornerstone Wealth Management, LLC
INCREASED
Shares916,318 from 866,541
Change+49,777 (+6%)
Value$18.4M (+$793.8K)
Filed 2026-11-04
Thrivent Financial for Lutherans
INCREASED
Shares905,833 from 170,701
Change+735,132 (+431%)
Value$18.2M (+$14.8M)
Filed 2026-11-05
Asset Dedication, LLC
INCREASED
Shares829,325 from 778,269
Change+51,056 (+7%)
Value$16.7M (+$840.7K)
Filed 2026-11-03
Prospera Financial Services Inc
INCREASED
Shares758,018 from 187,853
Change+570,165 (+304%)
Value$15.3M (+$11.5M)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
INCREASED
Shares693,152 from 554,963
Change+138,189 (+25%)
Value$13.9M (+$2.6M)
Filed 2026-10-30
Kirr Marbach & Co LLC
INCREASED
Shares669,038 from 635,968
Change+33,070 (+5%)
Value$13.5M (+$512.9K)
Filed 2026-10-20
Cornerstone Planning, LLC
INCREASED
Shares645,168 from 639,285
Change+5,883 (+1%)
Value$13.1M (+$80.3K)
Filed 2026-10-27
Straight Path Wealth Management
INCREASED
Shares581,829 from 559,555
Change+22,274 (+4%)
Value$11.7M (+$314.0K)
Filed 2026-10-23
Cookson Peirce & Co Inc
INCREASED
Shares561,833 from 548,046
Change+13,787 (+3%)
Value$11.3M (+$145.9K)
Filed 2026-10-30
Central Valley Advisors, LLC
INCREASED
Shares554,138 from 538,903
Change+15,235 (+3%)
Value$11.2M (+$177.3K)
Filed 2026-10-27
Commonwealth Equity Services, LLC
DECREASED
Shares551,648 from 611,496
Change-59,848 (-10%)
Value$11.1M (-$1.4M)
Filed 2026-11-02
HUB Investment Partners, LLC
INCREASED
Shares504,550 from 455,709
Change+48,841 (+11%)
Value$10.2M (+$873.6K)
Filed 2026-11-03
Hengehold Capital Management LLC
INCREASED
Shares498,602 from 484,794
Change+13,808 (+3%)
Value$10.0M (+$161.5K)
Filed 2026-10-16
First International Bank of Israel Ltd.
UNCHANGED
Shares498,000 from 498,000
Change0 (0%)
Value$10.0M (-$119.5K)
Filed 2026-11-04
Ironwood Financial, llc
DECREASED
Shares493,835 from 518,417
Change-24,582 (-5%)
Value$9.9M (-$601.0K)
Filed 2026-10-20
Vaughan David Investments LLC
INCREASED
Shares492,946 from 461,981
Change+30,965 (+7%)
Value$9.9M (+$513.0K)
Filed 2026-11-05
Sound Stewardship, LLC
INCREASED
Shares456,634 from 437,452
Change+19,182 (+4%)
Value$9.2M (+$281.1K)
Filed 2026-10-14
Red Spruce Capital, LLC
INCREASED
Shares455,717 from 441,224
Change+14,493 (+3%)
Value$9.2M (+$185.8K)
Filed 2026-10-07
Ledgewood Wealth Advisors, LLC
INCREASED
Shares453,633 from 450,040
Change+3,593 (+1%)
Value$9.1M (-$35.7K)
Filed 2026-10-09
Carnegie Investment Counsel
INCREASED
Shares446,975 from 389,392
Change+57,583 (+15%)
Value$9.0M (+$1.1M)
Filed 2026-10-20
SFE Investment Counsel
INCREASED
Shares416,452 from 378,645
Change+37,807 (+10%)
Value$8.4M (+$670.0K)
Filed 2026-10-29
Carroll Advisory Group, LLC
INCREASED
Shares399,042 from 335,272
Change+63,770 (+19%)
Value$8.0M (+$1.2M)
Filed 2026-10-16
Marietta Wealth Management, LLC
INCREASED
Shares387,520 from 381,772
Change+5,748 (+2%)
Value$7.8M (+$51.2K)
Filed 2026-10-22
Financial Solutions Advisory Group, Inc.
INCREASED
Shares373,666 from 364,109
Change+9,557 (+3%)
Value$7.6M (+$134.9K)
Filed 2026-10-28
BCS Wealth Management
INCREASED
Shares365,298 from 350,461
Change+14,837 (+4%)
Value$7.4M (+$214.5K)
Filed 2026-11-03
Meriwether Wealth & Planning, LLC
INCREASED
Shares355,188 from 345,990
Change+9,198 (+3%)
Value$7.1M (+$102.1K)
Filed 2026-10-13
Old Second National Bank of Aurora
INCREASED
Shares347,316 from 340,237
Change+7,079 (+2%)
Value$7.0M (+$60.8K)
Filed 2026-10-22
Parisi Gray Wealth Management
INCREASED
Shares333,966 from 325,874
Change+8,092 (+2%)
Value$6.7M (+$84.6K)
Filed 2026-10-16
Parr Mcknight Wealth Management Group, LLC
INCREASED
Shares315,910 from 305,087
Change+10,823 (+4%)
Value$6.4M (+$144.6K)
Filed 2026-10-30
Carmel Capital Partners, LLC
DECREASED
Shares308,487 from 318,124
Change-9,637 (-3%)
Value$6.2M (-$270.3K)
Filed 2026-11-03
J.W. Cole Advisors, Inc.
INCREASED
Shares302,029 from 160,119
Change+141,910 (+89%)
Value$6.1M (+$2.8M)
Filed 2026-11-05
Decker Wealth Management LLC
INCREASED
Shares298,744 from 291,745
Change+6,999 (+2%)
Value$6.0M (+$70.8K)
Filed 2026-10-09
Howard Wealth Management, LLC
INCREASED
Shares292,665 from 283,380
Change+9,285 (+3%)
Value$5.9M (+$118.9K)
Filed 2026-10-28
Laurel Wealth Advisors LLC
INCREASED
Shares289,698 from 275,727
Change+13,971 (+5%)
Value$5.8M (+$215.0K)
Filed 2026-10-27
Wilkins Miller Wealth Management, LLC
DECREASED
Shares285,036 from 288,272
Change-3,236 (-1%)
Value$5.7M (-$134.3K)
Filed 2026-10-13
Farnam Financial LLC
INCREASED
Shares283,009 from 279,904
Change+3,105 (+1%)
Value$5.7M (+$20.8K)
Filed 2026-10-21
Trilogy Capital Inc.
INCREASED
Shares261,108 from 242,601
Change+18,507 (+8%)
Value$5.3M (+$314.2K)
Filed 2026-10-20
Mesirow Financial Investment Management, Inc.
NEW
Shares260,895
Change+260,895
Value$5.3M
Filed 2026-11-05
AA Financial Advisors, LLC
DECREASED
Shares248,216 from 249,878
Change-1,662 (-1%)
Value$5.0M (-$93.4K)
Filed 2026-10-19
NorthAvenue LLC
INCREASED
Shares243,896 from 231,216
Change+12,680 (+5%)
Value$4.9M (+$199.7K)
Filed 2026-10-29
MGO One Seven LLC
DECREASED
Shares232,379 from 321,727
Change-89,348 (-28%)
Value$4.7M (-$1.9M)
Filed 2026-10-28
Old Port Advisors
INCREASED
Shares225,192 from 218,795
Change+6,397 (+3%)
Value$4.5M (+$76.2K)
Filed 2026-10-23
Horizons Wealth Management
NEW
Shares208,883
Change+208,883
Value$4.2M
Filed 2026-10-05
S.E.E.D. Planning Group LLC
DECREASED
Shares204,824 from 205,816
Change-992 (0%)
Value$4.1M (-$69.4K)
Filed 2026-10-07
River Street Advisors LLC
INCREASED
Shares203,270 from 188,365
Change+14,905 (+8%)
Value$4.1M (+$254.8K)
Filed 2026-10-22
Livet Wealth, LLC
INCREASED
Shares202,396 from 144,555
Change+57,841 (+40%)
Value$4.1M (+$1.1M)
Filed 2026-10-27
Matthew Goff Investment Advisor, LLC
INCREASED
Shares202,278 from 156,188
Change+46,090 (+30%)
Value$4.1M (+$890.1K)
Filed 2026-10-13
Kathmere Capital Management, LLC
INCREASED
Shares201,027 from 73,793
Change+127,234 (+172%)
Value$4.0M (+$2.5M)
Filed 2026-10-20
Infinity Wealth Counsel, LLC
INCREASED
Shares189,721 from 186,663
Change+3,058 (+2%)
Value$3.8M (+$16.7K)
Filed 2026-10-15
Pacific Wealth Strategies Group, Inc.
INCREASED
Shares184,168 from 172,512
Change+11,656 (+7%)
Value$3.7M (+$193.2K)
Filed 2026-11-02
CRA Financial Services, LLC
INCREASED
Shares171,679 from 166,956
Change+4,723 (+3%)
Value$3.5M (+$55.0K)
Filed 2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares168,714 from 168,456
Change+258 (+0%)
Value$3.4M (-$35.2K)
Filed 2026-10-27
Aspen Investment Management Inc
INCREASED
Shares165,668 from 164,663
Change+1,005 (+1%)
Value$3.3M (+$3.3M)
Filed 2026-11-05
Silverlake Wealth Management LLC
INCREASED
Shares162,742 from 150,065
Change+12,677 (+8%)
Value$3.3M (+$219.1K)
Filed 2026-10-21
AlphaStar Capital Management, LLC
INCREASED
Shares160,827 from 149,757
Change+11,070 (+7%)
Value$3.2M (+$186.8K)
Filed 2026-10-16
Whitener Capital Management, Inc.
INCREASED
Shares160,071 from 148,307
Change+11,764 (+8%)
Value$3.2M (+$201.2K)
Filed 2026-10-15
Opulen Financial Group LLC
INCREASED
Shares154,465 from 146,217
Change+8,248 (+6%)
Value$3.1M (+$130.9K)
Filed 2026-10-22
Gill Capital Partners, LLC
INCREASED
Shares154,056 from 147,367
Change+6,689 (+5%)
Value$3.1M (+$99.3K)
Filed 2026-10-13
Leisure Capital Management
INCREASED
Shares152,738 from 149,925
Change+2,813 (+2%)
Value$3.1M (+$20.6K)
Filed 2026-11-03
Avior Wealth Management, LLC
DECREASED
Shares146,021 from 148,843
Change-2,822 (-2%)
Value$2.9M (-$92.5K)
Filed 2026-10-13
Lantz Financial LLC
INCREASED
Shares144,535 from 139,777
Change+4,758 (+3%)
Value$2.9M (+$62.2K)
Filed 2026-10-15
VestGen Advisors, LLC
DECREASED
Shares144,052 from 145,571
Change-1,519 (-1%)
Value$2.9M (-$65.5K)
Filed 2026-10-27
Oliver Luxxe Assets LLC
INCREASED
Shares141,066 from 138,589
Change+2,477 (+2%)
Value$2.8M (+$16.6K)
Filed 2026-10-14
Dynamic Advisor Solutions LLC
INCREASED
Shares140,447 from 115,075
Change+25,372 (+22%)
Value$2.8M (+$483.0K)
Filed 2026-10-13
Tenon Financial LLC
INCREASED
Shares131,138 from 98,023
Change+33,115 (+34%)
Value$2.6M (+$642.9K)
Filed 2026-10-14
Milestones Private Investment Advisors LLC
INCREASED
Shares125,761 from 125,646
Change+115 (+0%)
Value$2.5M (-$27.8K)
Filed 2026-10-19
Atria Investments, Inc
DECREASED
Shares124,192 from 161,780
Change-37,588 (-23%)
Value$2.5M (-$795.3K)
Filed 2026-10-15
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares121,211 from 121,210
Change+1 (0%)
Value$2.4M (-$29.1K)
Filed 2026-11-04
Schear Investment Advisers, LLC
NEW
Shares116,079
Change+116,079
Value$2.3M
Filed 2026-10-14
Tempo Wealth, LLC
DECREASED
Shares116,079 from 152,928
Change-36,849 (-24%)
Value$2.3M (-$778.3K)
Filed 2026-10-14
Wagner Wealth Management, Corp
INCREASED
Shares115,696 from 101,350
Change+14,346 (+14%)
Value$2.3M (+$264.4K)
Filed 2026-10-20
Truist Financial Corp
INCREASED
Shares106,184 from 97,935
Change+8,249 (+8%)
Value$2.1M (+$142.5K)
Filed 2026-10-30
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares103,797 from 104,977
Change-1,180 (-1%)
Value$2.1M (-$40.6K)
Filed 2026-10-13
Semitam Bonam LLC
INCREASED
Shares102,239 from 93,696
Change+8,543 (+9%)
Value$2.1M (+$149.4K)
Filed 2026-10-27
Accurate Wealth Management, LLC
INCREASED
Shares98,073 from 74,391
Change+23,682 (+32%)
Value$2.0M (+$466.0K)
Filed 2026-10-20
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares97,240 from 140,057
Change-42,817 (-31%)
Value$2.0M (-$895.3K)
Filed 2026-10-13
Evexia Wealth LLC
INCREASED
Shares96,275 from 92,601
Change+3,674 (+4%)
Value$1.9M (+$57.4K)
Filed 2026-11-05
Redmond Asset Management, LLC
INCREASED
Shares91,540 from 80,914
Change+10,626 (+13%)
Value$1.8M (+$194.4K)
Filed 2026-10-27
Redwood Financial Network Corp
INCREASED
Shares91,101 from 89,839
Change+1,262 (+1%)
Value$1.8M (+$3.9K)
Filed 2026-11-03
Fourpath Capital Management, LLC
INCREASED
Shares91,005 from 83,053
Change+7,952 (+10%)
Value$1.8M (+$140.1K)
Filed 2026-10-19
First City Capital Management, Inc.
INCREASED
Shares88,030 from 78,430
Change+9,600 (+12%)
Value$1.8M (+$174.4K)
Filed 2026-10-27
Mission Wealth Management, LP
DECREASED
Shares84,471 from 92,983
Change-8,512 (-9%)
Value$1.7M (-$193.6K)
Filed 2026-10-15
G2 Capital Management, LLC / OH
INCREASED
Shares83,240 from 82,316
Change+924 (+1%)
Value$1.7M (-$1.1K)
Filed 2026-10-23
Pinnacle Financial Group, LLC / IL
INCREASED
Shares82,621 from 63,010
Change+19,611 (+31%)
Value$1.7M (+$379.5K)
Filed 2026-10-29
Wingate Wealth Advisors, Inc.
INCREASED
Shares82,435 from 81,973
Change+462 (+1%)
Value$1.7M (-$10.4K)
Filed 2026-10-26
Butensky & Cohen Financial Security, Inc
INCREASED
Shares81,750 from 76,941
Change+4,809 (+6%)
Value$1.6M (+$78.3K)
Filed 2026-10-13
Continuum Wealth Advisors, LLC
UNCHANGED
Shares78,299 from 78,299
Change0 (0%)
Value$1.6M (-$18.8K)
Filed 2026-10-20
Towne Trust Company, N.a
INCREASED
Shares75,542 from 66,495
Change+9,047 (+14%)
Value$1.5M (+$166.1K)
Filed 2026-10-28
Key FInancial Inc
DECREASED
Shares75,119 from 81,927
Change-6,808 (-8%)
Value$1.5M (-$156.7K)
Filed 2026-11-02
Diversify Advisory Services, LLC
INCREASED
Shares74,643 from 19,153
Change+55,490 (+290%)
Value$1.5M (+$1.1M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares74,643 from 19,153
Change+55,490 (+290%)
Value$1.5M (+$1.1M)
Filed 2026-10-20
Parallel Advisors, LLC
INCREASED
Shares72,734 from 48,410
Change+24,324 (+50%)
Value$1.5M (+$477.9K)
Filed 2026-11-03
Creative Planning
INCREASED
Shares69,087 from 67,936
Change+1,151 (+2%)
Value$1.4M (+$6.9K)
Filed 2026-11-02
Beacon Financial Group
INCREASED
Shares66,394 from 62,452
Change+3,942 (+6%)
Value$1.3M (+$64.3K)
Filed 2026-10-19
Apella Capital, LLC
INCREASED
Shares63,716 from 51,835
Change+11,881 (+23%)
Value$1.3M (+$231.3K)
Filed 2026-10-08
Independence Bank of Kentucky
INCREASED
Shares62,013 from 59,070
Change+2,943 (+5%)
Value$1.2M (+$45.1K)
Filed 2026-10-26
XY Planning Network, Inc.
INCREASED
Shares61,431 from 51,115
Change+10,316 (+20%)
Value$1.2M (+$195.3K)
Filed 2026-10-14
Virtue Asset Management LLC
DECREASED
Shares60,477 from 61,314
Change-837 (-1%)
Value$1.2M (-$31.6K)
Filed 2026-10-21
Sawgrass Asset Management LLC
UNCHANGED
Shares60,343 from 60,343
Change0 (0%)
Value$1.2M (-$14.5K)
Filed 2026-11-03
Segment Wealth Management, LLC
DECREASED
Shares59,783 from 60,688
Change-905 (-1%)
Value$1.2M (-$32.8K)
Filed 2026-10-26
Gilbert Capital Group, Inc.
UNCHANGED
Shares59,370 from 59,370
Change0 (0%)
Value$1.2M (-$14.3K)
Filed 2026-10-28
American Institute for Advanced Investment Management, LLP
INCREASED
Shares58,696 from 50,746
Change+7,950 (+16%)
Value$1.2M (+$147.8K)
Filed 2026-11-03
Prevail Innovative Wealth Advisors, LLC
DECREASED
Shares57,821 from 76,234
Change-18,413 (-24%)
Value$1.2M (-$385.1K)
Filed 2026-10-20
Verdence Capital Advisors LLC
NEW
Shares57,386
Change+57,386
Value$1.2M
Filed 2026-10-26
Cordatus Wealth Management LLC
INCREASED
Shares51,295 from 51,091
Change+204 (+0%)
Value$1.0M (-$8.2K)
Filed 2026-10-19
IFP Advisors, Inc
INCREASED
Shares50,360 from 41,305
Change+9,055 (+22%)
Value$1.0M (+$172.3K)
Filed 2026-10-16
Sensible Money, LLC
INCREASED
Shares48,387 from 44,526
Change+3,861 (+9%)
Value$973.8K (+$67.0K)
Filed 2026-10-20
Western Financial Corp
INCREASED
Shares48,085 from 47,940
Change+145 (+0%)
Value$967.7K (-$8.6K)
Filed 2026-10-14
SAX Wealth Advisors, LLC
INCREASED
Shares47,494 from 46,409
Change+1,085 (+2%)
Value$955.8K (+$8.0K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
INCREASED
Shares46,587 from 39,013
Change+7,574 (+19%)
Value$937.6K (+$143.1K)
Filed 2026-10-16
SJS Investment Consulting Inc.
UNCHANGED
Shares46,196 from 46,196
Change0 (0%)
Value$929.7K (-$11.1K)
Filed 2026-10-26
Insight Wealth Partners, LLC
INCREASED
Shares45,535 from 44,927
Change+608 (+1%)
Value$916.4K (+$1.5K)
Filed 2026-10-26
Sigma Planning Corp
DECREASED
Shares45,113 from 45,359
Change-246 (-1%)
Value$907.9K (-$15.8K)
Filed 2026-10-23
4Thought Financial Group Inc.
INCREASED
Shares44,254 from 44,062
Change+192 (+0%)
Value$890.6K (-$6.7K)
Filed 2026-11-02
Cypress Wealth Services, LLC
DECREASED
Shares44,046 from 44,175
Change-129 (0%)
Value$888.6K (-$11.0K)
Filed 2026-10-21
City Holding Co
UNCHANGED
Shares43,090 from 43,090
Change0 (0%)
Value$867.0K (-$10.3K)
Filed 2026-10-19
Fifth Third Bancorp
DECREASED
Shares41,435 from 42,212
Change-777 (-2%)
Value$833.9K (-$25.8K)
Filed 2026-11-05
Jm2 Capital Inc.
INCREASED
Shares38,972 from 37,371
Change+1,601 (+4%)
Value$784.3K (+$23.2K)
Filed 2026-10-14
First Fiduciary Investment Counsel, Inc.
DECREASED
Shares38,625 from 39,445
Change-820 (-2%)
Value$777.0K (-$26.0K)
Filed 2026-10-27
Legacy Wealth Management, LLC / MS
DECREASED
Shares37,460 from 45,795
Change-8,335 (-18%)
Value$753.9K (-$178.7K)
Filed 2026-10-30
Wealth Quarterback LLC
INCREASED
Shares36,306 from 31,043
Change+5,263 (+17%)
Value$730.7K (+$98.5K)
Filed 2026-10-20
Unified Investment Management
INCREASED
Shares35,690 from 31,960
Change+3,730 (+12%)
Value$718.3K (+$67.4K)
Filed 2026-10-14
Meridian Financial Partners LLC
UNCHANGED
Shares35,395 from 35,395
Change0 (0%)
Value$715.5K (-$6.4K)
Filed 2026-10-23
Independent Financial Group, LLC
DECREASED
Shares35,378 from 35,870
Change-492 (-1%)
Value$712.0K (-$18.5K)
Filed 2026-10-13
Allen Capital Group, LLC
INCREASED
Shares34,802 from 34,784
Change+18 (+0%)
Value$700.4K (-$8.0K)
Filed 2026-10-27
Gryphon Financial Partners LLC
UNCHANGED
Shares33,339 from 33,339
Change0 (0%)
Value$670.9K (-$8.0K)
Filed 2026-11-04
Meitav Investment House LTD
DECREASED
Shares31,098 from 34,639
Change-3,541 (-10%)
Value$624.9K (-$79.7K)
Filed 2026-10-28
Capital Investment Advisors, LLC
INCREASED
Shares30,667 from 30,139
Change+528 (+2%)
Value$617.2K (+$3.4K)
Filed 2026-10-22
GPM Growth Investors, Inc.
DECREASED
Shares29,494 from 36,142
Change-6,648 (-18%)
Value$593.6K (-$142.5K)
Filed 2026-10-30
Aprio Wealth Management, LLC
INCREASED
Shares29,137 from 26,901
Change+2,236 (+8%)
Value$586.4K (+$38.5K)
Filed 2026-10-28
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares29,085 from 28,782
Change+303 (+1%)
Value$585.3K (-$815)
Filed 2026-10-29
NewCorp Financial Services, Inc.
INCREASED
Shares28,556 from 27,076
Change+1,480 (+5%)
Value$574.7K (+$23.3K)
Filed 2026-10-14
Nations Financial Group Inc,
INCREASED
Shares27,778 from 26,517
Change+1,261 (+5%)
Value$559.0K (+$19.0K)
Filed 2026-11-05
First Command Advisory Services, Inc.
DECREASED
Shares27,692 from 40,096
Change-12,404 (-31%)
Value$557.3K (-$259.3K)
Filed 2026-11-05
Provenance Wealth Advisors, LLC
INCREASED
Shares27,540 from 27,414
Change+126 (+0%)
Value$554.2K (-$4.1K)
Filed 2026-10-30
Voisard Asset Management Group, Inc.
INCREASED
Shares27,357 from 27,342
Change+15 (+0%)
Value$550.6K (-$6.3K)
Filed 2026-10-13
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED
Shares27,262 from 27,262
Change0 (0%)
Value$548.6K (-$6.5K)
Filed 2026-10-15
Well Done, LLC
INCREASED
Shares27,234 from 23,801
Change+3,433 (+14%)
Value$548.1K (+$63.4K)
Filed 2026-10-20
Ballew Advisors, Inc
UNCHANGED
Shares27,233 from 27,233
Change0 (0%)
Value$548.4K (-$6.8K)
Filed 2026-10-05
Sigma Investment Counselors Inc
INCREASED
Shares27,012 from 15,859
Change+11,153 (+70%)
Value$543.6K (+$220.6K)
Filed 2026-10-27
Axxcess Wealth Management, LLC
INCREASED
Shares26,925 from 26,910
Change+15 (+0%)
Value$541.9K (-$6.2K)
Filed 2026-10-21
HB Wealth Management, LLC
DECREASED
Shares26,507 from 27,951
Change-1,444 (-5%)
Value$533.5K (-$35.8K)
Filed 2026-10-23
Members Wealth LLC
INCREASED
Shares26,342 from 20,095
Change+6,247 (+31%)
Value$531.8K (+$122.6K)
Filed 2026-10-20
Montag A & Associates Inc
DECREASED
Shares25,460 from 30,878
Change-5,418 (-18%)
Value$512.4K (-$116.4K)
Filed 2026-10-29
Landaas & Co
UNCHANGED
Shares24,763 from 24,763
Change0 (0%)
Value$498.4K (-$5.9K)
Filed 2026-10-29
Redhawk Wealth Advisors, Inc.
INCREASED
Shares24,419 from 20,770
Change+3,649 (+18%)
Value$491.4K (+$68.4K)
Filed 2026-10-14
Net Worth Advisory Group
INCREASED
Shares24,343 from 22,942
Change+1,401 (+6%)
Value$490.6K (+$23.4K)
Filed 2026-10-20
Wealthcare Advisory Partners LLC
INCREASED
Shares23,687 from 23,583
Change+104 (+0%)
Value$476.7K (-$3.6K)
Filed 2026-10-21
Tennessee Valley Asset Management Partners
INCREASED
Shares23,495 from 23,115
Change+380 (+2%)
Value$472.8K (+$2.1K)
Filed 2026-11-03
Yankcom Partnership
DECREASED
Shares22,738 from 25,171
Change-2,433 (-10%)
Value$457.6K (-$55.0K)
Filed 2026-10-15
Clear Creek Financial Management, LLC
NEW
Shares21,616
Change+21,616
Value$435.0K
Filed 2026-10-28
Park Avenue Securities LLC
DECREASED
Shares21,449 from 25,093
Change-3,644 (-15%)
Value$432.0K (-$79.0K)
Filed 2026-10-26
Capital Investment Advisory Services, LLC
INCREASED
Shares21,261 from 21,222
Change+39 (+0%)
Value$427.9K (-$4.3K)
Filed 2026-10-30
Tassel Capital Management, Inc.
DECREASED
Shares20,776 from 21,175
Change-399 (-2%)
Value$418.1K (-$13.1K)
Filed 2026-10-20
Brown Financial Advisory
UNCHANGED
Shares20,734 from 20,734
Change0 (0%)
Value$417.3K (-$5.0K)
Filed 2026-11-05
RVW Wealth, LLC
INCREASED
Shares20,440 from 19,518
Change+922 (+5%)
Value$411.4K (+$13.9K)
Filed 2026-10-06
Berkshire Money Management, Inc.
UNCHANGED
Shares20,159 from 20,159
Change0 (0%)
Value$405.7K (-$4.8K)
Filed 2026-10-21
SMI Advisory Services, LLC
INCREASED
Shares19,483 from 18,958
Change+525 (+3%)
Value$393.5K (+$7.0K)
Filed 2026-10-13
Legacy Private Trust Co.
DECREASED
Shares19,475 from 19,765
Change-290 (-1%)
Value$391.9K (-$10.6K)
Filed 2026-10-06
Private Trust Co NA
DECREASED
Shares19,130 from 24,996
Change-5,866 (-23%)
Value$385.0K (-$124.1K)
Filed 2026-10-20
Larson Financial Group LLC
DECREASED
Shares18,217 from 20,501
Change-2,284 (-11%)
Value$366.6K (-$50.9K)
Filed 2026-11-05
Oarsman Capital, Inc.
UNCHANGED
Shares17,417 from 17,417
Change0 (0%)
Value$350.5K (-$4.2K)
Filed 2026-11-05
B. Riley Wealth Advisors, Inc.
NEW
Shares16,800
Change+16,800
Value$338.1K
Filed 2026-10-13
Ascentis Independent Advisors
NEW
Shares16,675
Change+16,675
Value$335.6K
Filed 2026-11-03
Somerset Trust Co
INCREASED
Shares16,269 from 10,747
Change+5,522 (+51%)
Value$327.4K (+$108.6K)
Filed 2026-10-13
Bill Few Associates, Inc.
UNCHANGED
Shares15,339 from 15,339
Change0 (0%)
Value$308.7K (-$3.7K)
Filed 2026-10-09
Sowell Financial Services LLC
INCREASED
Shares15,094 from 11,218
Change+3,876 (+35%)
Value$303.8K (+$75.3K)
Filed 2026-10-23
Phillip James Consulting Co.
NEW
Shares14,540
Change+14,540
Value$292.6K
Filed 2026-11-03
Legacy Wealth Partners, LLC
INCREASED
Shares14,476 from 13,039
Change+1,437 (+11%)
Value$291.3K (+$25.8K)
Filed 2026-10-15
Choreo, LLC
UNCHANGED
Shares14,154 from 14,154
Change0 (0%)
Value$284.8K (-$3.4K)
Filed 2026-10-28
ASL Financial, LLC
DECREASED
Shares14,013 from 14,403
Change-390 (-3%)
Value$282.0K (-$11.3K)
Filed 2026-10-15
Yoder Wealth Management, Inc.
UNCHANGED
Shares13,450 from 13,450
Change0 (0%)
Value$270.7K (-$3.2K)
Filed 2026-10-13
Davenport & Co LLC
DECREASED
Shares12,853 from 17,590
Change-4,737 (-27%)
Value$258.7K (-$99.6K)
Filed 2026-10-14
Intrua Financial, LLC
INCREASED
Shares12,412 from 9,904
Change+2,508 (+25%)
Value$249.8K (+$48.1K)
Filed 2026-10-28
Certified Advisory Corp
DECREASED
Shares12,271 from 14,731
Change-2,460 (-17%)
Value$247.0K (-$53.0K)
Filed 2026-10-29
Indivisible Partners
INCREASED
Shares12,109 from 11,991
Change+118 (+1%)
Value$243.7K (-$502)
Filed 2026-10-26
Altus Wealth Group LLC
INCREASED
Shares12,059 from 12,033
Change+26 (+0%)
Value$242.7K (-$2.4K)
Filed 2026-10-20
Davis Capital Management
INCREASED
Shares11,895 from 11,327
Change+568 (+5%)
Value$239.4K (+$8.7K)
Filed 2026-10-08
Castleview Partners, LLC
INCREASED
Shares11,825 from 11,628
Change+197 (+2%)
Value$238.0K (+$1.2K)
Filed 2026-10-09
SigFig Wealth Management, LLC
DECREASED
Shares11,754 from 12,049
Change-295 (-2%)
Value$236.5K (-$8.9K)
Filed 2026-10-07
Strid Group, LLC
INCREASED
Shares11,462 from 11,335
Change+127 (+1%)
Value$230.7K (-$158)
Filed 2026-10-28
Foundry Financial Group, Inc.
UNCHANGED
Shares11,154 from 11,154
Change0 (0%)
Value$224.5K (-$2.7K)
Filed 2026-10-28
Jacobi Capital Management LLC
NEW
Shares11,000
Change+11,000
Value$221.4K
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED
Shares10,552 from 10,503
Change+49 (+0%)
Value$212.4K (-$1.5K)
Filed 2026-11-03
Integris Wealth Management, LLC
INCREASED
Shares10,402 from 10,287
Change+115 (+1%)
Value$209.3K (-$143)
Filed 2026-10-14
D.A. Davidson & Co.
NEW
Shares10,195
Change+10,195
Value$205.2K
Filed 2026-10-28
Signature Estate & Investment Advisors LLC
INCREASED
Shares10,034 from 9,919
Change+115 (+1%)
Value$201.9K (-$66)
Filed 2026-10-13
ARQ Wealth Advisors, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$201.3K (-$1.5K)
Filed 2026-10-29
McCarley & Cook Financial Planners
INCREASED
Shares8,033 from 7,973
Change+60 (+1%)
Value$161.7K (-$702)
Filed 2026-10-21
Eastern Bank
UNCHANGED
Shares6,686 from 6,686
Change0 (0%)
Value$134.6K (-$1.6K)
Filed 2026-10-05
Latitude Advisors, LLC
NEW
Shares6,520
Change+6,520
Value$131.2K
Filed 2026-10-27
US Bancorp \de\
UNCHANGED
Shares6,327 from 6,327
Change0 (0%)
Value$127.3K (-$1.5K)
Filed 2026-11-05
United Community Bank
UNCHANGED
Shares5,500 from 5,500
Change0 (0%)
Value$110.7K (-$1.3K)
Filed 2026-10-28
Marquette Asset Management, LLC
UNCHANGED
Shares3,867 from 3,867
Change0 (0%)
Value$77.8K (-$928)
Filed 2026-10-09
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares3,092 from 3,092
Change0 (0%)
Value$62.2K (-$773)
Filed 2026-10-01
1620 Investment Advisors, Inc.
INCREASED
Shares2,130 from 1,700
Change+430 (+25%)
Value$42.9K (+$8.2K)
Filed 2026-11-04
Pinnacle Bancorp, Inc.
UNCHANGED
Shares1,475 from 1,475
Change0 (0%)
Value$29.7K (-$354)
Filed 2026-10-21
First Bancorp, Inc
INCREASED
Shares1,217 from 990
Change+227 (+23%)
Value$24.5K (+$4.3K)
Filed 2026-10-26
West Branch Capital LLC
INCREASED
Shares1,097 from 1,084
Change+13 (+1%)
Value$22.1K (-$15)
Filed 2026-10-20
Y.D. More Investments Ltd
NEW
Shares992
Change+992
Value$20.0K
Filed 2026-11-02
Gamma Investing LLC
INCREASED
Shares979 from 845
Change+134 (+16%)
Value$19.7K (+$2.5K)
Filed 2026-10-08
Aspect Partners, LLC
UNCHANGED
Shares975 from 975
Change0 (0%)
Value$19.6K (-$234)
Filed 2026-10-20
City State Bank
UNCHANGED
Shares967 from 967
Change0 (0%)
Value$19.5K (-$232)
Filed 2026-10-20
Farther Finance Advisors, LLC
DECREASED
Shares855 from 16,531
Change-15,676 (-95%)
Value$17.2K (-$319.4K)
Filed 2026-10-08
Lanark Financial, Inc.
INCREASED
Shares750 from 669
Change+81 (+12%)
Value$15.1K (+$1.5K)
Filed 2026-10-26
Harbor Investment Advisory, LLC
INCREASED
Shares640 from 440
Change+200 (+45%)
Value$12.9K (+$3.9K)
Filed 2026-10-13
Gilpin Wealth Management, LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$12.1K (-$144)
Filed 2026-10-09
Signature Equity Partners, LLC
NEW
Shares447
Change+447
Value$9.0K
Filed 2026-10-29
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares433 from 433
Change0 (0%)
Value$8.7K (-$104)
Filed 2026-10-16
Assetmark, Inc
DECREASED
Shares393 from 2,143
Change-1,750 (-82%)
Value$7.9K (-$35.7K)
Filed 2026-10-21
CX Institutional
INCREASED
Shares356 from 352
Change+4 (+1%)
Value$7 ($0)
Filed 2026-10-02
First Premier Bank
UNCHANGED
Shares305 from 305
Change0 (0%)
Value$6 ($0)
Filed 2026-10-13
Creative Financial Designs Inc
DECREASED
Shares281 from 323
Change-42 (-13%)
Value$5.7K (-$925)
Filed 2026-11-04
Caldwell Trust Co
UNCHANGED
Shares182 from 182
Change0 (0%)
Value$3.7K (-$43)
Filed 2026-10-30
Golden State Wealth Management, LLC
INCREASED
Shares116 from 115
Change+1 (+1%)
Value$2.3K (-$1)
Filed 2026-11-02
Evolution Wealth Management Inc.
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$1.9K (-$22)
Filed 2026-10-28
Tradewinds Capital Management, LLC
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$1.8K (-$22)
Filed 2026-10-23
GS Investments, Inc.
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$1.5K (-$18)
Filed 2026-11-05
Proathlete Wealth Management LLC
INCREASED
Shares45 from 44
Change+1 (+2%)
Value$914 (-$1)
Filed 2026-10-15
Manchester Financial Inc
CLOSED
Shares0 from 1,049,243
Change-1,049,243 (-100%)
Value$0 (-$21.4M)
Filed 2026-10-15
Richmond Investment Services, LLC
CLOSED
Shares0 from 50,126
Change-50,126 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-29
Cynosure Group, LLC
CLOSED
Shares0 from 41,794
Change-41,794 (-100%)
Value$0 (-$851.1K)
Filed 2026-11-03
Newport Capital Group, LLC
CLOSED
Shares0 from 34,864
Change-34,864 (-100%)
Value$0 (-$710.0K)
Filed 2026-10-16
Wedmont Private Capital
CLOSED
Shares0 from 26,795
Change-26,795 (-100%)
Value$0 (-$545.5K)
Filed 2026-10-09
Apeiron RIA LLC
CLOSED
Shares0 from 26,042
Change-26,042 (-100%)
Value$0 (-$530.3K)
Filed 2026-10-08
WealthCare Asset Management, LLC
CLOSED
Shares0 from 15,436
Change-15,436 (-100%)
Value$0 (-$314.4K)
Filed 2026-10-26
Venture Visionary Partners LLC
CLOSED
Shares0 from 14,313
Change-14,313 (-100%)
Value$0 (-$291.5K)
Filed 2026-10-07
Blueprint Financial Advisors LLC
CLOSED
Shares0 from 11,087
Change-11,087 (-100%)
Value$0 (-$225.8K)
Filed 2026-10-28
Blueprint Investment Partners LLC
CLOSED
Shares0 from 11,087
Change-11,087 (-100%)
Value$0 (-$225.8K)
Filed 2026-10-28
RIA Advisory Group LLC
CLOSED
Shares0 from 10,983
Change-10,983 (-100%)
Value$0 (-$223.7K)
Filed 2026-10-15
Commonwealth Financial Services, LLC
CLOSED
Shares0 from 10,842
Change-10,842 (-100%)
Value$0 (-$220.8K)
Filed 2026-10-20
ETF Portfolio Partners, Inc.
CLOSED
Shares0 from 9,914
Change-9,914 (-100%)
Value$0 (-$201.9K)
Filed 2026-10-22
Sentinel Pension Advisors, LLC
CLOSED
Shares0 from 9,842
Change-9,842 (-100%)
Value$0 (-$200.6K)
Filed 2026-11-02
Obsidian CIO, LLC
CLOSED
Shares0 from 9,822
Change-9,822 (-100%)
Value$0 (-$200.0K)
Filed 2026-11-05
AdvisorNet Financial, Inc
CLOSED
Shares0 from 5,258
Change-5,258 (-100%)
Value$0 (-$107.1K)
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 3,980
Change-3,980 (-100%)
Value$0 (-$81.0K)
Filed 2026-11-02
AlphaCore Capital LLC
CLOSED
Shares0 from 1,605
Change-1,605 (-100%)
Value$0 (-$32.7K)
Filed 2026-11-04
Citigroup Inc
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$61)
Filed 2026-11-04
Morgan Stanley
N/A
Shares— from 9,460,935
Change-9,460,935 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 8,069,411
Change-8,069,411 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 7,710,697
Change-7,710,697 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 6,639,357
Change-6,639,357 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4,710,692
Change-4,710,692 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 4,671,665
Change-4,671,665 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 4,637,273
Change-4,637,273 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 3,829,782
Change-3,829,782 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 3,274,980
Change-3,274,980 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 2,471,417
Change-2,471,417 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 2,456,108
Change-2,456,108 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,284,717
Change-2,284,717 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,421,907
Change-1,421,907 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 1,393,100
Change-1,393,100 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,295,020
Change-1,295,020 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 1,250,435
Change-1,250,435 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 1,236,417
Change-1,236,417 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,217,927
Change-1,217,927 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 1,153,697
Change-1,153,697 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,139,715
Change-1,139,715 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 942,654
Change-942,654 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 926,463
Change-926,463 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 903,577
Change-903,577 (-100%)
Value—
&partners
N/A
Shares— from 873,094
Change-873,094 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 803,966
Change-803,966 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 773,478
Change-773,478 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 765,181
Change-765,181 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 765,033
Change-765,033 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 716,175
Change-716,175 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 688,309
Change-688,309 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 666,697
Change-666,697 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 636,190
Change-636,190 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 561,363
Change-561,363 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 525,021
Change-525,021 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 484,120
Change-484,120 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 469,170
Change-469,170 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 449,382
Change-449,382 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 412,168
Change-412,168 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 404,242
Change-404,242 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 400,211
Change-400,211 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 398,361
Change-398,361 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 390,049
Change-390,049 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 359,115
Change-359,115 (-100%)
Value—
Paradiem, LLC
N/A
Shares— from 355,186
Change-355,186 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 317,142
Change-317,142 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 294,496
Change-294,496 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 287,499
Change-287,499 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 281,720
Change-281,720 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 275,747
Change-275,747 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 249,929
Change-249,929 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 233,745
Change-233,745 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 218,578
Change-218,578 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 216,040
Change-216,040 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 211,700
Change-211,700 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 211,361
Change-211,361 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 185,931
Change-185,931 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 170,776
Change-170,776 (-100%)
Value—
Stephens Inc
N/A
Shares— from 162,236
Change-162,236 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 159,005
Change-159,005 (-100%)
Value—
FCA Corp
N/A
Shares— from 153,117
Change-153,117 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 142,531
Change-142,531 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 139,113
Change-139,113 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 137,806
Change-137,806 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 136,692
Change-136,692 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 132,917
Change-132,917 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 129,448
Change-129,448 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 117,024
Change-117,024 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 114,814
Change-114,814 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 114,713
Change-114,713 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 114,571
Change-114,571 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 104,710
Change-104,710 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 100,019
Change-100,019 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 90,510
Change-90,510 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 86,769
Change-86,769 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 77,332
Change-77,332 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 77,069
Change-77,069 (-100%)
Value—
ArborFi Advisors, LLC
N/A
Shares— from 76,741
Change-76,741 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 75,945
Change-75,945 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 75,635
Change-75,635 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 74,858
Change-74,858 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 73,940
Change-73,940 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 73,342
Change-73,342 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 70,180
Change-70,180 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 62,426
Change-62,426 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 58,499
Change-58,499 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 57,157
Change-57,157 (-100%)
Value—
Opus Financial Solutions LLC
N/A
Shares— from 55,256
Change-55,256 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 54,691
Change-54,691 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 50,751
Change-50,751 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 50,546
Change-50,546 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 49,627
Change-49,627 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 49,609
Change-49,609 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 48,458
Change-48,458 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 47,815
Change-47,815 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 46,813
Change-46,813 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 43,730
Change-43,730 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 43,581
Change-43,581 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 43,290
Change-43,290 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 41,013
Change-41,013 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 40,583
Change-40,583 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 40,173
Change-40,173 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 38,461
Change-38,461 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 37,150
Change-37,150 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 36,666
Change-36,666 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 36,585
Change-36,585 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 35,752
Change-35,752 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 34,695
Change-34,695 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 34,121
Change-34,121 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 34,004
Change-34,004 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 33,967
Change-33,967 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 33,465
Change-33,465 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 29,740
Change-29,740 (-100%)
Value—
Goodman Financial Corp
N/A
Shares— from 28,277
Change-28,277 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 27,000
Change-27,000 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 26,337
Change-26,337 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 26,330
Change-26,330 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 25,827
Change-25,827 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 25,408
Change-25,408 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 24,686
Change-24,686 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 22,793
Change-22,793 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 22,781
Change-22,781 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 22,551
Change-22,551 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 21,986
Change-21,986 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 21,422
Change-21,422 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 20,228
Change-20,228 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 19,558
Change-19,558 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 18,065
Change-18,065 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 17,600
Change-17,600 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 15,241
Change-15,241 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 15,013
Change-15,013 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 14,975
Change-14,975 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 14,588
Change-14,588 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 14,500
Change-14,500 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 13,882
Change-13,882 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 13,523
Change-13,523 (-100%)
Value—
McElhenny Sheffield Capital Management, LLC
N/A
Shares— from 13,254
Change-13,254 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 12,649
Change-12,649 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 12,371
Change-12,371 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 11,782
Change-11,782 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 11,286
Change-11,286 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 10,662
Change-10,662 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 10,630
Change-10,630 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 10,399
Change-10,399 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 10,351
Change-10,351 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 10,308
Change-10,308 (-100%)
Value—
Darden Wealth Group Inc
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
GHE, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 9,831
Change-9,831 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 9,722
Change-9,722 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 9,708
Change-9,708 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 8,239
Change-8,239 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 8,151
Change-8,151 (-100%)
Value—
FMR LLC
N/A
Shares— from 7,588
Change-7,588 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 7,379
Change-7,379 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 5,893
Change-5,893 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 5,542
Change-5,542 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 3,984
Change-3,984 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 3,684
Change-3,684 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 3,261
Change-3,261 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 3,088
Change-3,088 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 1,730
Change-1,730 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,403
Change-1,403 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,395
Change-1,395 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 1,046
Change-1,046 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 720
Change-720 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 579
Change-579 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 501
Change-501 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 215
Change-215 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 113
Change-113 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Status
Lido Advisors, LLC
DECREASED4,285,8894,562,494-276,605-6%$92.9M$86.3M-$6.7M2026-11-04
Fusion Family Wealth, LLC
INCREASED2,403,1122,288,259+114,853+5%$46.6M$48.4M+$1.8M2026-11-02
Tlwm
INCREASED1,765,1621,647,457+117,705+7%$33.6M$35.5M+$2.0M2026-10-09
Moneco Advisors, LLC
INCREASED1,458,5851,362,707+95,878+7%$27.8M$29.4M+$1.6M2026-11-05
Clark Asset Management, LLC
INCREASED1,444,4411,260,419+184,022+15%$25.7M$29.1M+$3.4M2026-10-19
Brookstone Capital Management
DECREASED1,338,9871,352,439-13,452-1%$27.5M$26.9M-$595.3K2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED1,313,9251,353,573-39,648-3%$27.6M$26.4M-$1.1M2026-11-02
Kestra Advisory Services, LLC
DECREASED999,0841,016,669-17,585-2%$20.7M$20.1M-$597.9K2026-11-02
Cornerstone Wealth Management, LLC
INCREASED916,318866,541+49,777+6%$17.6M$18.4M+$793.8K2026-11-04
Thrivent Financial for Lutherans
INCREASED905,833170,701+735,132+431%$3.5M$18.2M+$14.8M2026-11-05
Asset Dedication, LLC
INCREASED829,325778,269+51,056+7%$15.8M$16.7M+$840.7K2026-11-03
Prospera Financial Services Inc
INCREASED758,018187,853+570,165+304%$3.8M$15.3M+$11.5M2026-11-04
Kestra Private Wealth Services, LLC
INCREASED693,152554,963+138,189+25%$11.3M$13.9M+$2.6M2026-10-30
Kirr Marbach & Co LLC
INCREASED669,038635,968+33,070+5%$13.0M$13.5M+$512.9K2026-10-20
Cornerstone Planning, LLC
INCREASED645,168639,285+5,883+1%$13.0M$13.1M+$80.3K2026-10-27
Straight Path Wealth Management
INCREASED581,829559,555+22,274+4%$11.4M$11.7M+$314.0K2026-10-23
Cookson Peirce & Co Inc
INCREASED561,833548,046+13,787+3%$11.2M$11.3M+$145.9K2026-10-30
Central Valley Advisors, LLC
INCREASED554,138538,903+15,235+3%$11.0M$11.2M+$177.3K2026-10-27
Commonwealth Equity Services, LLC
DECREASED551,648611,496-59,848-10%$12.5M$11.1M-$1.4M2026-11-02
HUB Investment Partners, LLC
INCREASED504,550455,709+48,841+11%$9.3M$10.2M+$873.6K2026-11-03
Hengehold Capital Management LLC
INCREASED498,602484,794+13,808+3%$9.9M$10.0M+$161.5K2026-10-16
First International Bank of Israel Ltd.
UNCHANGED498,000498,00000%$10.1M$10.0M-$119.5K2026-11-04
Ironwood Financial, llc
DECREASED493,835518,417-24,582-5%$10.5M$9.9M-$601.0K2026-10-20
Vaughan David Investments LLC
INCREASED492,946461,981+30,965+7%$9.4M$9.9M+$513.0K2026-11-05
Sound Stewardship, LLC
INCREASED456,634437,452+19,182+4%$8.9M$9.2M+$281.1K2026-10-14
Red Spruce Capital, LLC
INCREASED455,717441,224+14,493+3%$9.0M$9.2M+$185.8K2026-10-07
Ledgewood Wealth Advisors, LLC
INCREASED453,633450,040+3,593+1%$9.2M$9.1M-$35.7K2026-10-09
Carnegie Investment Counsel
INCREASED446,975389,392+57,583+15%$7.9M$9.0M+$1.1M2026-10-20
SFE Investment Counsel
INCREASED416,452378,645+37,807+10%$7.7M$8.4M+$670.0K2026-10-29
Carroll Advisory Group, LLC
INCREASED399,042335,272+63,770+19%$6.8M$8.0M+$1.2M2026-10-16
Marietta Wealth Management, LLC
INCREASED387,520381,772+5,748+2%$7.8M$7.8M+$51.2K2026-10-22
Financial Solutions Advisory Group, Inc.
INCREASED373,666364,109+9,557+3%$7.4M$7.6M+$134.9K2026-10-28
BCS Wealth Management
INCREASED365,298350,461+14,837+4%$7.1M$7.4M+$214.5K2026-11-03
Meriwether Wealth & Planning, LLC
INCREASED355,188345,990+9,198+3%$7.0M$7.1M+$102.1K2026-10-13
Old Second National Bank of Aurora
INCREASED347,316340,237+7,079+2%$6.9M$7.0M+$60.8K2026-10-22
Parisi Gray Wealth Management
INCREASED333,966325,874+8,092+2%$6.6M$6.7M+$84.6K2026-10-16
Parr Mcknight Wealth Management Group, LLC
INCREASED315,910305,087+10,823+4%$6.2M$6.4M+$144.6K2026-10-30
Carmel Capital Partners, LLC
DECREASED308,487318,124-9,637-3%$6.5M$6.2M-$270.3K2026-11-03
J.W. Cole Advisors, Inc.
INCREASED302,029160,119+141,910+89%$3.3M$6.1M+$2.8M2026-11-05
Decker Wealth Management LLC
INCREASED298,744291,745+6,999+2%$5.9M$6.0M+$70.8K2026-10-09
Howard Wealth Management, LLC
INCREASED292,665283,380+9,285+3%$5.8M$5.9M+$118.9K2026-10-28
Laurel Wealth Advisors LLC
INCREASED289,698275,727+13,971+5%$5.6M$5.8M+$215.0K2026-10-27
Wilkins Miller Wealth Management, LLC
DECREASED285,036288,272-3,236-1%$5.9M$5.7M-$134.3K2026-10-13
Farnam Financial LLC
INCREASED283,009279,904+3,105+1%$5.7M$5.7M+$20.8K2026-10-21
Trilogy Capital Inc.
INCREASED261,108242,601+18,507+8%$4.9M$5.3M+$314.2K2026-10-20
Mesirow Financial Investment Management, Inc.
NEW260,895—+260,895——$5.3M—2026-11-05
AA Financial Advisors, LLC
DECREASED248,216249,878-1,662-1%$5.1M$5.0M-$93.4K2026-10-19
NorthAvenue LLC
INCREASED243,896231,216+12,680+5%$4.7M$4.9M+$199.7K2026-10-29
MGO One Seven LLC
DECREASED232,379321,727-89,348-28%$6.6M$4.7M-$1.9M2026-10-28
Old Port Advisors
INCREASED225,192218,795+6,397+3%$4.5M$4.5M+$76.2K2026-10-23
Horizons Wealth Management
NEW208,883—+208,883——$4.2M—2026-10-05
S.E.E.D. Planning Group LLC
DECREASED204,824205,816-9920%$4.2M$4.1M-$69.4K2026-10-07
River Street Advisors LLC
INCREASED203,270188,365+14,905+8%$3.8M$4.1M+$254.8K2026-10-22
Livet Wealth, LLC
INCREASED202,396144,555+57,841+40%$2.9M$4.1M+$1.1M2026-10-27
Matthew Goff Investment Advisor, LLC
INCREASED202,278156,188+46,090+30%$3.2M$4.1M+$890.1K2026-10-13
Kathmere Capital Management, LLC
INCREASED201,02773,793+127,234+172%$1.5M$4.0M+$2.5M2026-10-20
Infinity Wealth Counsel, LLC
INCREASED189,721186,663+3,058+2%$3.8M$3.8M+$16.7K2026-10-15
Pacific Wealth Strategies Group, Inc.
INCREASED184,168172,512+11,656+7%$3.5M$3.7M+$193.2K2026-11-02
CRA Financial Services, LLC
INCREASED171,679166,956+4,723+3%$3.4M$3.5M+$55.0K2026-10-16
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED168,714168,456+258+0%$3.4M$3.4M-$35.2K2026-10-27
Aspen Investment Management Inc
INCREASED165,668164,663+1,005+1%$3.4K$3.3M+$3.3M2026-11-05
Silverlake Wealth Management LLC
INCREASED162,742150,065+12,677+8%$3.1M$3.3M+$219.1K2026-10-21
AlphaStar Capital Management, LLC
INCREASED160,827149,757+11,070+7%$3.0M$3.2M+$186.8K2026-10-16
Whitener Capital Management, Inc.
INCREASED160,071148,307+11,764+8%$3.0M$3.2M+$201.2K2026-10-15
Opulen Financial Group LLC
INCREASED154,465146,217+8,248+6%$3.0M$3.1M+$130.9K2026-10-22
Gill Capital Partners, LLC
INCREASED154,056147,367+6,689+5%$3.0M$3.1M+$99.3K2026-10-13
Leisure Capital Management
INCREASED152,738149,925+2,813+2%$3.1M$3.1M+$20.6K2026-11-03
Avior Wealth Management, LLC
DECREASED146,021148,843-2,822-2%$3.0M$2.9M-$92.5K2026-10-13
Lantz Financial LLC
INCREASED144,535139,777+4,758+3%$2.8M$2.9M+$62.2K2026-10-15
VestGen Advisors, LLC
DECREASED144,052145,571-1,519-1%$3.0M$2.9M-$65.5K2026-10-27
Oliver Luxxe Assets LLC
INCREASED141,066138,589+2,477+2%$2.8M$2.8M+$16.6K2026-10-14
Dynamic Advisor Solutions LLC
INCREASED140,447115,075+25,372+22%$2.3M$2.8M+$483.0K2026-10-13
Tenon Financial LLC
INCREASED131,13898,023+33,115+34%$2.0M$2.6M+$642.9K2026-10-14
Milestones Private Investment Advisors LLC
INCREASED125,761125,646+115+0%$2.6M$2.5M-$27.8K2026-10-19
Atria Investments, Inc
DECREASED124,192161,780-37,588-23%$3.3M$2.5M-$795.3K2026-10-15
Kohmann Bosshard Financial Services, LLC
INCREASED121,211121,210+10%$2.5M$2.4M-$29.1K2026-11-04
Schear Investment Advisers, LLC
NEW116,079—+116,079——$2.3M—2026-10-14
Tempo Wealth, LLC
DECREASED116,079152,928-36,849-24%$3.1M$2.3M-$778.3K2026-10-14
Wagner Wealth Management, Corp
INCREASED115,696101,350+14,346+14%$2.1M$2.3M+$264.4K2026-10-20
Truist Financial Corp
INCREASED106,18497,935+8,249+8%$2.0M$2.1M+$142.5K2026-10-30
Wealth Enhancement Advisory Services, LLC
DECREASED103,797104,977-1,180-1%$2.1M$2.1M-$40.6K2026-10-13
Semitam Bonam LLC
INCREASED102,23993,696+8,543+9%$1.9M$2.1M+$149.4K2026-10-27
Accurate Wealth Management, LLC
INCREASED98,07374,391+23,682+32%$1.5M$2.0M+$466.0K2026-10-20
Hennion & Walsh Asset Management, Inc.
DECREASED97,240140,057-42,817-31%$2.9M$2.0M-$895.3K2026-10-13
Evexia Wealth LLC
INCREASED96,27592,601+3,674+4%$1.9M$1.9M+$57.4K2026-11-05
Redmond Asset Management, LLC
INCREASED91,54080,914+10,626+13%$1.6M$1.8M+$194.4K2026-10-27
Redwood Financial Network Corp
INCREASED91,10189,839+1,262+1%$1.8M$1.8M+$3.9K2026-11-03
Fourpath Capital Management, LLC
INCREASED91,00583,053+7,952+10%$1.7M$1.8M+$140.1K2026-10-19
First City Capital Management, Inc.
INCREASED88,03078,430+9,600+12%$1.6M$1.8M+$174.4K2026-10-27
Mission Wealth Management, LP
DECREASED84,47192,983-8,512-9%$1.9M$1.7M-$193.6K2026-10-15
G2 Capital Management, LLC / OH
INCREASED83,24082,316+924+1%$1.7M$1.7M-$1.1K2026-10-23
Pinnacle Financial Group, LLC / IL
INCREASED82,62163,010+19,611+31%$1.3M$1.7M+$379.5K2026-10-29
Wingate Wealth Advisors, Inc.
INCREASED82,43581,973+462+1%$1.7M$1.7M-$10.4K2026-10-26
Butensky & Cohen Financial Security, Inc
INCREASED81,75076,941+4,809+6%$1.6M$1.6M+$78.3K2026-10-13
Continuum Wealth Advisors, LLC
UNCHANGED78,29978,29900%$1.6M$1.6M-$18.8K2026-10-20
Towne Trust Company, N.a
INCREASED75,54266,495+9,047+14%$1.4M$1.5M+$166.1K2026-10-28
Key FInancial Inc
DECREASED75,11981,927-6,808-8%$1.7M$1.5M-$156.7K2026-11-02
Diversify Advisory Services, LLC
INCREASED74,64319,153+55,490+290%$388.3K$1.5M+$1.1M2026-10-20
Diversify Wealth Management, LLC
INCREASED74,64319,153+55,490+290%$388.3K$1.5M+$1.1M2026-10-20
Parallel Advisors, LLC
INCREASED72,73448,410+24,324+50%$985.9K$1.5M+$477.9K2026-11-03
Creative Planning
INCREASED69,08767,936+1,151+2%$1.4M$1.4M+$6.9K2026-11-02
Beacon Financial Group
INCREASED66,39462,452+3,942+6%$1.3M$1.3M+$64.3K2026-10-19
Apella Capital, LLC
INCREASED63,71651,835+11,881+23%$1.1M$1.3M+$231.3K2026-10-08
Independence Bank of Kentucky
INCREASED62,01359,070+2,943+5%$1.2M$1.2M+$45.1K2026-10-26
XY Planning Network, Inc.
INCREASED61,43151,115+10,316+20%$1.0M$1.2M+$195.3K2026-10-14
Virtue Asset Management LLC
DECREASED60,47761,314-837-1%$1.2M$1.2M-$31.6K2026-10-21
Sawgrass Asset Management LLC
UNCHANGED60,34360,34300%$1.2M$1.2M-$14.5K2026-11-03
Segment Wealth Management, LLC
DECREASED59,78360,688-905-1%$1.2M$1.2M-$32.8K2026-10-26
Gilbert Capital Group, Inc.
UNCHANGED59,37059,37000%$1.2M$1.2M-$14.3K2026-10-28
American Institute for Advanced Investment Management, LLP
INCREASED58,69650,746+7,950+16%$1.0M$1.2M+$147.8K2026-11-03
Prevail Innovative Wealth Advisors, LLC
DECREASED57,82176,234-18,413-24%$1.6M$1.2M-$385.1K2026-10-20
Verdence Capital Advisors LLC
NEW57,386—+57,386——$1.2M—2026-10-26
Cordatus Wealth Management LLC
INCREASED51,29551,091+204+0%$1.0M$1.0M-$8.2K2026-10-19
IFP Advisors, Inc
INCREASED50,36041,305+9,055+22%$841.2K$1.0M+$172.3K2026-10-16
Sensible Money, LLC
INCREASED48,38744,526+3,861+9%$906.8K$973.8K+$67.0K2026-10-20
Western Financial Corp
INCREASED48,08547,940+145+0%$976.3K$967.7K-$8.6K2026-10-14
SAX Wealth Advisors, LLC
INCREASED47,49446,409+1,085+2%$947.8K$955.8K+$8.0K2026-10-13
Concurrent Investment Advisors, LLC
INCREASED46,58739,013+7,574+19%$794.5K$937.6K+$143.1K2026-10-16
SJS Investment Consulting Inc.
UNCHANGED46,19646,19600%$940.8K$929.7K-$11.1K2026-10-26
Insight Wealth Partners, LLC
INCREASED45,53544,927+608+1%$914.9K$916.4K+$1.5K2026-10-26
Sigma Planning Corp
DECREASED45,11345,359-246-1%$923.7K$907.9K-$15.8K2026-10-23
4Thought Financial Group Inc.
INCREASED44,25444,062+192+0%$897.3K$890.6K-$6.7K2026-11-02
Cypress Wealth Services, LLC
DECREASED44,04644,175-1290%$899.6K$888.6K-$11.0K2026-10-21
City Holding Co
UNCHANGED43,09043,09000%$877.3K$867.0K-$10.3K2026-10-19
Fifth Third Bancorp
DECREASED41,43542,212-777-2%$859.6K$833.9K-$25.8K2026-11-05
Jm2 Capital Inc.
INCREASED38,97237,371+1,601+4%$761.1K$784.3K+$23.2K2026-10-14
First Fiduciary Investment Counsel, Inc.
DECREASED38,62539,445-820-2%$803.0K$777.0K-$26.0K2026-10-27
Legacy Wealth Management, LLC / MS
DECREASED37,46045,795-8,335-18%$932.6K$753.9K-$178.7K2026-10-30
Wealth Quarterback LLC
INCREASED36,30631,043+5,263+17%$632.2K$730.7K+$98.5K2026-10-20
Unified Investment Management
INCREASED35,69031,960+3,730+12%$650.9K$718.3K+$67.4K2026-10-14
Meridian Financial Partners LLC
UNCHANGED35,39535,39500%$721.9K$715.5K-$6.4K2026-10-23
Independent Financial Group, LLC
DECREASED35,37835,870-492-1%$730.5K$712.0K-$18.5K2026-10-13
Allen Capital Group, LLC
INCREASED34,80234,784+18+0%$708.4K$700.4K-$8.0K2026-10-27
Gryphon Financial Partners LLC
UNCHANGED33,33933,33900%$678.9K$670.9K-$8.0K2026-11-04
Meitav Investment House LTD
DECREASED31,09834,639-3,541-10%$704.6K$624.9K-$79.7K2026-10-28
Capital Investment Advisors, LLC
INCREASED30,66730,139+528+2%$613.8K$617.2K+$3.4K2026-10-22
GPM Growth Investors, Inc.
DECREASED29,49436,142-6,648-18%$736.0K$593.6K-$142.5K2026-10-30
Aprio Wealth Management, LLC
INCREASED29,13726,901+2,236+8%$547.8K$586.4K+$38.5K2026-10-28
Strategic Family Wealth Counselors, L.L.C.
INCREASED29,08528,782+303+1%$586.1K$585.3K-$8152026-10-29
NewCorp Financial Services, Inc.
INCREASED28,55627,076+1,480+5%$551.4K$574.7K+$23.3K2026-10-14
Nations Financial Group Inc,
INCREASED27,77826,517+1,261+5%$540.0K$559.0K+$19.0K2026-11-05
First Command Advisory Services, Inc.
DECREASED27,69240,096-12,404-31%$816.6K$557.3K-$259.3K2026-11-05
Provenance Wealth Advisors, LLC
INCREASED27,54027,414+126+0%$558.3K$554.2K-$4.1K2026-10-30
Voisard Asset Management Group, Inc.
INCREASED27,35727,342+15+0%$556.8K$550.6K-$6.3K2026-10-13
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED27,26227,26200%$555.2K$548.6K-$6.5K2026-10-15
Well Done, LLC
INCREASED27,23423,801+3,433+14%$484.7K$548.1K+$63.4K2026-10-20
Ballew Advisors, Inc
UNCHANGED27,23327,23300%$555.2K$548.4K-$6.8K2026-10-05
Sigma Investment Counselors Inc
INCREASED27,01215,859+11,153+70%$323.0K$543.6K+$220.6K2026-10-27
Axxcess Wealth Management, LLC
INCREASED26,92526,910+15+0%$548.0K$541.9K-$6.2K2026-10-21
HB Wealth Management, LLC
DECREASED26,50727,951-1,444-5%$569.2K$533.5K-$35.8K2026-10-23
Members Wealth LLC
INCREASED26,34220,095+6,247+31%$409.2K$531.8K+$122.6K2026-10-20
Montag A & Associates Inc
DECREASED25,46030,878-5,418-18%$628.8K$512.4K-$116.4K2026-10-29
Landaas & Co
UNCHANGED24,76324,76300%$504.3K$498.4K-$5.9K2026-10-29
Redhawk Wealth Advisors, Inc.
INCREASED24,41920,770+3,649+18%$423.0K$491.4K+$68.4K2026-10-14
Net Worth Advisory Group
INCREASED24,34322,942+1,401+6%$467.2K$490.6K+$23.4K2026-10-20
Wealthcare Advisory Partners LLC
INCREASED23,68723,583+104+0%$480.3K$476.7K-$3.6K2026-10-21
Tennessee Valley Asset Management Partners
INCREASED23,49523,115+380+2%$470.7K$472.8K+$2.1K2026-11-03
Yankcom Partnership
DECREASED22,73825,171-2,433-10%$512.6K$457.6K-$55.0K2026-10-15
Clear Creek Financial Management, LLC
NEW21,616—+21,616——$435.0K—2026-10-28
Park Avenue Securities LLC
DECREASED21,44925,093-3,644-15%$511.0K$432.0K-$79.0K2026-10-26
Capital Investment Advisory Services, LLC
INCREASED21,26121,222+39+0%$432.2K$427.9K-$4.3K2026-10-30
Tassel Capital Management, Inc.
DECREASED20,77621,175-399-2%$431.2K$418.1K-$13.1K2026-10-20
Brown Financial Advisory
UNCHANGED20,73420,73400%$422.2K$417.3K-$5.0K2026-11-05
RVW Wealth, LLC
INCREASED20,44019,518+922+5%$397.5K$411.4K+$13.9K2026-10-06
Berkshire Money Management, Inc.
UNCHANGED20,15920,15900%$410.5K$405.7K-$4.8K2026-10-21
SMI Advisory Services, LLC
INCREASED19,48318,958+525+3%$386.5K$393.5K+$7.0K2026-10-13
Legacy Private Trust Co.
DECREASED19,47519,765-290-1%$402.5K$391.9K-$10.6K2026-10-06
Private Trust Co NA
DECREASED19,13024,996-5,866-23%$509.0K$385.0K-$124.1K2026-10-20
Larson Financial Group LLC
DECREASED18,21720,501-2,284-11%$417.5K$366.6K-$50.9K2026-11-05
Oarsman Capital, Inc.
UNCHANGED17,41717,41700%$354.7K$350.5K-$4.2K2026-11-05
B. Riley Wealth Advisors, Inc.
NEW16,800—+16,800——$338.1K—2026-10-13
Ascentis Independent Advisors
NEW16,675—+16,675——$335.6K—2026-11-03
Somerset Trust Co
INCREASED16,26910,747+5,522+51%$218.9K$327.4K+$108.6K2026-10-13
Bill Few Associates, Inc.
UNCHANGED15,33915,33900%$312.4K$308.7K-$3.7K2026-10-09
Sowell Financial Services LLC
INCREASED15,09411,218+3,876+35%$228.5K$303.8K+$75.3K2026-10-23
Phillip James Consulting Co.
NEW14,540—+14,540——$292.6K—2026-11-03
Legacy Wealth Partners, LLC
INCREASED14,47613,039+1,437+11%$265.5K$291.3K+$25.8K2026-10-15
Choreo, LLC
UNCHANGED14,15414,15400%$288.2K$284.8K-$3.4K2026-10-28
ASL Financial, LLC
DECREASED14,01314,403-390-3%$293.3K$282.0K-$11.3K2026-10-15
Yoder Wealth Management, Inc.
UNCHANGED13,45013,45000%$273.9K$270.7K-$3.2K2026-10-13
Davenport & Co LLC
DECREASED12,85317,590-4,737-27%$358.2K$258.7K-$99.6K2026-10-14
Intrua Financial, LLC
INCREASED12,4129,904+2,508+25%$201.7K$249.8K+$48.1K2026-10-28
Certified Advisory Corp
DECREASED12,27114,731-2,460-17%$300.0K$247.0K-$53.0K2026-10-29
Indivisible Partners
INCREASED12,10911,991+118+1%$244.2K$243.7K-$5022026-10-26
Altus Wealth Group LLC
INCREASED12,05912,033+26+0%$245.1K$242.7K-$2.4K2026-10-20
Davis Capital Management
INCREASED11,89511,327+568+5%$230.7K$239.4K+$8.7K2026-10-08
Castleview Partners, LLC
INCREASED11,82511,628+197+2%$236.8K$238.0K+$1.2K2026-10-09
SigFig Wealth Management, LLC
DECREASED11,75412,049-295-2%$245.4K$236.5K-$8.9K2026-10-07
Strid Group, LLC
INCREASED11,46211,335+127+1%$230.8K$230.7K-$1582026-10-28
Foundry Financial Group, Inc.
UNCHANGED11,15411,15400%$227.2K$224.5K-$2.7K2026-10-28
Jacobi Capital Management LLC
NEW11,000—+11,000——$221.4K—2026-11-05
Ashton Thomas Private Wealth, LLC
INCREASED10,55210,503+49+0%$213.9K$212.4K-$1.5K2026-11-03
Integris Wealth Management, LLC
INCREASED10,40210,287+115+1%$209.5K$209.3K-$1432026-10-14
D.A. Davidson & Co.
NEW10,195—+10,195——$205.2K—2026-10-28
Signature Estate & Investment Advisors LLC
INCREASED10,0349,919+115+1%$202.0K$201.9K-$662026-10-13
ARQ Wealth Advisors, LLC
UNCHANGED10,00010,00000%$202.8K$201.3K-$1.5K2026-10-29
McCarley & Cook Financial Planners
INCREASED8,0337,973+60+1%$162.4K$161.7K-$7022026-10-21
Eastern Bank
UNCHANGED6,6866,68600%$136.2K$134.6K-$1.6K2026-10-05
Latitude Advisors, LLC
NEW6,520—+6,520——$131.2K—2026-10-27
US Bancorp \de\
UNCHANGED6,3276,32700%$128.9K$127.3K-$1.5K2026-11-05
United Community Bank
UNCHANGED5,5005,50000%$112.0K$110.7K-$1.3K2026-10-28
Marquette Asset Management, LLC
UNCHANGED3,8673,86700%$78.8K$77.8K-$9282026-10-09
Sarver Vrooman Wealth Advisors
UNCHANGED3,0923,09200%$63.0K$62.2K-$7732026-10-01
1620 Investment Advisors, Inc.
INCREASED2,1301,700+430+25%$34.6K$42.9K+$8.2K2026-11-04
Pinnacle Bancorp, Inc.
UNCHANGED1,4751,47500%$30.0K$29.7K-$3542026-10-21
First Bancorp, Inc
INCREASED1,217990+227+23%$20.2K$24.5K+$4.3K2026-10-26
West Branch Capital LLC
INCREASED1,0971,084+13+1%$22.1K$22.1K-$152026-10-20
Y.D. More Investments Ltd
NEW992—+992——$20.0K—2026-11-02
Gamma Investing LLC
INCREASED979845+134+16%$17.2K$19.7K+$2.5K2026-10-08
Aspect Partners, LLC
UNCHANGED97597500%$19.9K$19.6K-$2342026-10-20
City State Bank
UNCHANGED96796700%$19.7K$19.5K-$2322026-10-20
Farther Finance Advisors, LLC
DECREASED85516,531-15,676-95%$336.7K$17.2K-$319.4K2026-10-08
Lanark Financial, Inc.
INCREASED750669+81+12%$13.6K$15.1K+$1.5K2026-10-26
Harbor Investment Advisory, LLC
INCREASED640440+200+45%$9.0K$12.9K+$3.9K2026-10-13
Gilpin Wealth Management, LLC
UNCHANGED60060000%$12.2K$12.1K-$1442026-10-09
Signature Equity Partners, LLC
NEW447—+447——$9.0K—2026-10-29
DiNuzzo Private Wealth, Inc.
UNCHANGED43343300%$8.8K$8.7K-$1042026-10-16
Assetmark, Inc
DECREASED3932,143-1,750-82%$43.6K$7.9K-$35.7K2026-10-21
CX Institutional
INCREASED356352+4+1%$7$7$02026-10-02
First Premier Bank
UNCHANGED30530500%$6$6$02026-10-13
Creative Financial Designs Inc
DECREASED281323-42-13%$6.6K$5.7K-$9252026-11-04
Caldwell Trust Co
UNCHANGED18218200%$3.7K$3.7K-$432026-10-30
Golden State Wealth Management, LLC
INCREASED116115+1+1%$2.3K$2.3K-$12026-11-02
Evolution Wealth Management Inc.
UNCHANGED929200%$1.9K$1.9K-$222026-10-28
Tradewinds Capital Management, LLC
UNCHANGED888800%$1.8K$1.8K-$222026-10-23
GS Investments, Inc.
UNCHANGED757500%$1.5K$1.5K-$182026-11-05
Proathlete Wealth Management LLC
INCREASED4544+1+2%$915$914-$12026-10-15
Manchester Financial Inc
CLOSED01,049,243-1,049,243-100%$21.4M$0-$21.4M2026-10-15
Richmond Investment Services, LLC
CLOSED050,126-50,126-100%$1.0M$0-$1.0M2026-10-29
Cynosure Group, LLC
CLOSED041,794-41,794-100%$851.1K$0-$851.1K2026-11-03
Newport Capital Group, LLC
CLOSED034,864-34,864-100%$710.0K$0-$710.0K2026-10-16
Wedmont Private Capital
CLOSED026,795-26,795-100%$545.5K$0-$545.5K2026-10-09
Apeiron RIA LLC
CLOSED026,042-26,042-100%$530.3K$0-$530.3K2026-10-08
WealthCare Asset Management, LLC
CLOSED015,436-15,436-100%$314.4K$0-$314.4K2026-10-26
Venture Visionary Partners LLC
CLOSED014,313-14,313-100%$291.5K$0-$291.5K2026-10-07
Blueprint Financial Advisors LLC
CLOSED011,087-11,087-100%$225.8K$0-$225.8K2026-10-28
Blueprint Investment Partners LLC
CLOSED011,087-11,087-100%$225.8K$0-$225.8K2026-10-28
RIA Advisory Group LLC
CLOSED010,983-10,983-100%$223.7K$0-$223.7K2026-10-15
Commonwealth Financial Services, LLC
CLOSED010,842-10,842-100%$220.8K$0-$220.8K2026-10-20
ETF Portfolio Partners, Inc.
CLOSED09,914-9,914-100%$201.9K$0-$201.9K2026-10-22
Sentinel Pension Advisors, LLC
CLOSED09,842-9,842-100%$200.6K$0-$200.6K2026-11-02
Obsidian CIO, LLC
CLOSED09,822-9,822-100%$200.0K$0-$200.0K2026-11-05
AdvisorNet Financial, Inc
CLOSED05,258-5,258-100%$107.1K$0-$107.1K2026-10-15
International Assets Investment Management, LLC
CLOSED03,980-3,980-100%$81.0K$0-$81.0K2026-11-02
AlphaCore Capital LLC
CLOSED01,605-1,605-100%$32.7K$0-$32.7K2026-11-04
Citigroup Inc
CLOSED03-3-100%$61$0-$612026-11-04
Morgan Stanley
N/A—9,460,935-9,460,935-100%$192.7M———
LPL Financial LLC
N/A—8,069,411-8,069,411-100%$164.3M———
Wells Fargo & Company
N/A—7,710,697-7,710,697-100%$157.0M———
Raymond James Financial Inc
N/A—6,639,357-6,639,357-100%$135.2M———
UBS Group AG
N/A—4,710,692-4,710,692-100%$95.9M———
Bank of America Corp
N/A—4,671,665-4,671,665-100%$95.1M———
Waverly Advisors, LLC
N/A—4,637,273-4,637,273-100%$94.4M———
Invesco Ltd.
N/A—3,829,782-3,829,782-100%$78.0M———
Clearstead Advisors, LLC
N/A—3,274,980-3,274,980-100%$66.7M———
MAI Capital Management
N/A—2,471,417-2,471,417-100%$50.3M———
Bluespring Wealth Management, LLC
N/A—2,456,108-2,456,108-100%$50.0M———
Royal Bank of Canada
N/A—2,284,717-2,284,717-100%$46.5M———
MML Investors Services, LLC
N/A—1,421,907-1,421,907-100%$29.0M———
Davis R M Inc
N/A—1,393,100-1,393,100-100%$28.4M———
Envestnet Asset Management Inc
N/A—1,295,020-1,295,020-100%$26.4M———
Hills Bank & Trust Co
N/A—1,250,435-1,250,435-100%$25.5M———
Anchor Investment Management, LLC
N/A—1,236,417-1,236,417-100%$25.2M———
Osaic Holdings, Inc.
N/A—1,217,927-1,217,927-100%$24.8M———
Baird Financial Group, Inc.
N/A—1,153,697-1,153,697-100%$23.5M———
Stifel Financial Corp
N/A—1,139,715-1,139,715-100%$23.2M———
Legacy Financial Group LLC
N/A—942,654-942,654-100%$19.2M———
Captrust Financial Advisors
N/A—926,463-926,463-100%$18.9M———
Ameriprise Financial Inc
N/A—903,577-903,577-100%$18.4M———
&partners
N/A—873,094-873,094-100%$17.8M———
Shufro Rose & Co LLC
N/A—803,966-803,966-100%$16.4M———
Jones Financial Companies Lllp
N/A—773,478-773,478-100%$15.8M———
Arax Advisory Partners
N/A—765,181-765,181-100%$15.6M———
Atlantic Union Bankshares Corp
N/A—765,033-765,033-100%$15.6M———
Rothschild Wealth LLC
N/A—716,175-716,175-100%$14.6M———
Cetera Investment Advisers
N/A—688,309-688,309-100%$14.0M———
Goepper Burkhardt LLC
N/A—666,697-666,697-100%$13.6M———
NewEdge Advisors, LLC
N/A—636,190-636,190-100%$13.0M———
Sanctuary Advisors, LLC
N/A—561,363-561,363-100%$11.4M———
Sequoia Financial Advisors, LLC
N/A—525,021-525,021-100%$10.7M———
Cvfg LLC
N/A—484,120-484,120-100%$9.9M———
Ausdal Financial Partners, Inc.
N/A—469,170-469,170-100%$9.6M———
AMJ Financial Wealth Management
N/A—449,382-449,382-100%$9.2M———
Webster Bank, N. A.
N/A—412,168-412,168-100%$8.4M———
ProVise Management Group, LLC
N/A—404,242-404,242-100%$8.2M———
Colonial Trust Advisors
N/A—400,211-400,211-100%$8.2M———
Summit Financial, LLC
N/A—398,361-398,361-100%$8.1M———
Beacon Pointe Advisors, LLC
N/A—390,049-390,049-100%$7.9M———
Private Advisor Group, LLC
N/A—359,115-359,115-100%$7.3M———
Paradiem, LLC
N/A—355,186-355,186-100%$7.2M———
Janney Montgomery Scott LLC
N/A—317,142-317,142-100%$6.5M———
Vista Investment Management
N/A—294,496-294,496-100%$6.0M———
Morton Community Bank
N/A—287,499-287,499-100%$5.9M———
Kickstand Ventures, Llc.
N/A—281,720-281,720-100%$5.7M———
Kintra Wealth, LLC
N/A—275,747-275,747-100%$5.6M———
Northwestern Mutual Wealth Management Co
N/A—249,929-249,929-100%$5.1M———
Colonial Trust Co / SC
N/A—233,745-233,745-100%$4.8M———
Integrated Wealth Concepts LLC
N/A—218,578-218,578-100%$4.5M———
Berger Financial Group, Inc
N/A—216,040-216,040-100%$4.4M———
Geneos Wealth Management Inc.
N/A—211,700-211,700-100%$4.3M———
HighPoint Advisor Group LLC
N/A—211,361-211,361-100%$4.3M———
Equitable Holdings, Inc.
N/A—185,931-185,931-100%$3.8M———
Kinetic Wealth Investment Advisors LLC
N/A—170,776-170,776-100%$3.5M———
Stephens Inc
N/A—162,236-162,236-100%$3.3M———
Novare Capital Management LLC
N/A—159,005-159,005-100%$3.2M———
FCA Corp
N/A—153,117-153,117-100%$3.1M———
Savvy Advisors, Inc.
N/A—142,531-142,531-100%$2.9M———
Huntington National Bank
N/A—139,113-139,113-100%$2.8M———
Ark Wealth Advisors LLC
N/A—137,806-137,806-100%$2.8M———
Gladstone Institutional Advisory LLC
N/A—136,692-136,692-100%$2.8M———
Jane Street Group, LLC
N/A—132,917-132,917-100%$2.7M———
Ellevest, Inc.
N/A—129,448-129,448-100%$2.6M———
HighTower Advisors, LLC
N/A—117,024-117,024-100%$2.4M———
TFR Capital, Llc.
N/A—114,814-114,814-100%$2.3M———
Genesis Wealth Advisors, LLC
N/A—114,713-114,713-100%$2.3M———
Coastal Bridge Advisors, LLC
N/A—114,571-114,571-100%$2.3M———
Allworth Financial LP
N/A—104,710-104,710-100%$2.1M———
Heritage Trust Co
N/A—100,019-100,019-100%$2.0M———
EP Wealth Advisors, LLC
N/A—90,510-90,510-100%$1.8M———
Roundview Capital LLC
N/A—86,769-86,769-100%$1.8M———
Harbour Investments, Inc.
N/A—77,332-77,332-100%$1.6M———
Steward Partners Investment Advisory, LLC
N/A—77,069-77,069-100%$1.6M———
ArborFi Advisors, LLC
N/A—76,741-76,741-100%$1.6M———
Aptus Capital Advisors, LLC
N/A—75,945-75,945-100%$1.5M———
Goldman Sachs Group Inc
N/A—75,635-75,635-100%$1.5M———
JPL Wealth Management, LLC
N/A—74,858-74,858-100%$1.5M———
Everpar Advisors LLC
N/A—73,940-73,940-100%$1.5M———
Addison Advisors LLC
N/A—73,342-73,342-100%$1.5M———
River Wealth Advisors LLC
N/A—70,180-70,180-100%$1.4M———
Hanover Advisors Inc
N/A—62,426-62,426-100%$1.3M———
Oder Investment Management, LLC
N/A—58,499-58,499-100%$1.2M———
Stratos Wealth Partners, Ltd.
N/A—57,157-57,157-100%$1.2M———
Opus Financial Solutions LLC
N/A—55,256-55,256-100%$1.1M———
OneDigital Investment Advisors LLC
N/A—54,691-54,691-100%$1.1M———
Astoria Portfolio Advisors Llc.
N/A—50,751-50,751-100%$1.0M———
Guardian Wealth Advisors, LLC / NC
N/A—50,546-50,546-100%$1.0M———
Gambit Capital Management, LLC
N/A—49,627-49,627-100%$1.0M———
Capital Analysts, LLC
N/A—49,609-49,609-100%$990.0K———
Kovack Advisors, Inc.
N/A—48,458-48,458-100%$986.1K———
Financial Life Planners
N/A—47,815-47,815-100%$973.8K———
IMA Advisory Services, Inc.
N/A—46,813-46,813-100%$953.3K———
Vantage Point Financial LLC
N/A—43,730-43,730-100%$890.6K———
Mariner, LLC
N/A—43,581-43,581-100%$887.5K———
Strathmore Capital Advisors, Inc.
N/A—43,290-43,290-100%$878.8K———
Brown Advisory Inc
N/A—41,013-41,013-100%$835.2K———
Leavell Investment Management, Inc.
N/A—40,583-40,583-100%$826.5K———
Koss-Olinger Consulting, LLC
N/A—40,173-40,173-100%$818.1K———
Franklin Resources Inc
N/A—38,461-38,461-100%$783.3K———
RPg Family Wealth Advisory, LLC
N/A—37,150-37,150-100%$756.6K———
Kingsview Wealth Management, LLC
N/A—36,666-36,666-100%$746.7K———
Modern Wealth Management, LLC
N/A—36,585-36,585-100%$745.1K———
Hobbs Group Advisors, LLC
N/A—35,752-35,752-100%$728.1K———
Keel Point, LLC
N/A—34,695-34,695-100%$706.6K———
Xcelsior Advisor Partners LLC
N/A—34,121-34,121-100%$694.9K———
Orion Porfolio Solutions, LLC
N/A—34,004-34,004-100%$692.5K———
Vermillion & White Wealth Management Group, LLC
N/A—33,967-33,967-100%$691.7K———
United Capital Financial Advisors, LLC
N/A—33,465-33,465-100%$681.0K———
Western Wealth Management, LLC
N/A—29,740-29,740-100%$605.7K———
Goodman Financial Corp
N/A—28,277-28,277-100%$575.9K———
Focus Partners Advisor Solutions, LLC
N/A—27,000-27,000-100%$549.9K———
Foundations Investment Advisors, LLC
N/A—26,337-26,337-100%$536.4K———
Axis Wealth Partners, LLC
N/A—26,330-26,330-100%$536.2K———
Mercer Global Advisors Inc
N/A—25,827-25,827-100%$526.0K———
Phoenix Financial Ltd.
N/A—25,408-25,408-100%$517.3K———
Principal Securities, Inc.
N/A—24,686-24,686-100%$502.7K———
Arkadios Wealth Advisors
N/A—22,793-22,793-100%$464.2K———
Wealthspire Retirement, LLC
N/A—22,781-22,781-100%$464.5K———
Arete Wealth Advisors, LLC
N/A—22,551-22,551-100%$459.1K———
Jaffetilchin Investment Partners, LLC
N/A—21,986-21,986-100%$447.7K———
JPMorgan Chase & Co
N/A—21,422-21,422-100%$436.4K———
Clark Capital Management Group, Inc.
N/A—20,228-20,228-100%$411.9K———
Valmark Advisers, Inc.
N/A—19,558-19,558-100%$398.3K———
Crews Bank & Trust
N/A—18,065-18,065-100%$367.9K———
Potomac Fund Management Inc
N/A—17,600-17,600-100%$358.4K———
Compton Financial Group, LLC
N/A—15,241-15,241-100%$310.4K———
Sun Financial Inc
N/A—15,013-15,013-100%$305.6K———
Wealth Advisors of Iowa, LLC
N/A—14,975-14,975-100%$305.0K———
LaSalle St. Investment Advisors, LLC
N/A—14,588-14,588-100%$297.1K———
CIBC World Market Inc.
N/A—14,500-14,500-100%$295.3K———
Regal Investment Advisors LLC
N/A—13,882-13,882-100%$282.7K———
Advisory Services Network, LLC
N/A—13,523-13,523-100%$275.4K———
McElhenny Sheffield Capital Management, LLC
N/A—13,254-13,254-100%$269.9K———
Vestmark Advisory Solutions, Inc.
N/A—12,649-12,649-100%$257.6K———
Summit Wealth Partners, LLC
N/A—12,371-12,371-100%$251.9K———
World Investment Advisors
N/A—11,782-11,782-100%$240.5K———
CreativeOne Wealth, LLC
N/A—11,286-11,286-100%$229.8K———
Ancora Advisors LLCA
N/A—10,662-10,662-100%$217.1K———
Benjamin Edwards Inc
N/A—10,630-10,630-100%$216.5K———
Natixis Advisors, LLC
N/A—10,399-10,399-100%$211.0K———
Clearstead Trust, LLC
N/A—10,351-10,351-100%$210.8K———
Level Four Advisory Services, LLC
N/A—10,308-10,308-100%$209.9K———
Darden Wealth Group Inc
N/A—10,000-10,000-100%$203.7K———
GHE, LLC
N/A—10,000-10,000-100%$203.6K———
HM Payson & Co
N/A—9,831-9,831-100%$200.2K———
Global Retirement Partners, LLC
N/A—9,722-9,722-100%$198.0K———
Morris Financial Concepts, Inc.
N/A—9,708-9,708-100%$197.7K———
Rialto Wealth Management, LLC
N/A—8,239-8,239-100%$167.8K———
BankPlus Trust Department
N/A—8,151-8,151-100%$166.0K———
FMR LLC
N/A—7,588-7,588-100%$154.5K———
Nalls Sherbakoff Group, LLC
N/A—7,379-7,379-100%$150.3K———
IFG Advisory, LLC
N/A—5,893-5,893-100%$120.0K———
FAS Wealth Partners, Inc.
N/A—5,542-5,542-100%$112.9K———
Cbiz Investment Advisory Services, LLC
N/A—3,984-3,984-100%$81.4K———
PNC Financial Services Group, Inc.
N/A—3,684-3,684-100%$75.0K———
Keating Financial Advisory Services, Inc.
N/A—3,261-3,261-100%$66.4K———
Alerus Financial NA
N/A—3,088-3,088-100%$62.9K———
Topsail Wealth Management, LLC
N/A—1,730-1,730-100%$35.2K———
Ameritas Investment Partners, Inc.
N/A—1,403-1,403-100%$28.6K———
O'shaughnessy Asset Management, LLC
N/A—1,395-1,395-100%$28.4K———
Smithfield Trust Co
N/A—1,046-1,046-100%$21———
Community Bank, N.A.
N/A—720-720-100%$14.7K———
AE Wealth Management LLC
N/A—579-579-100%$11.8K———
Rockefeller Capital Management L.P.
N/A—501-501-100%$10.2K———
Tower Research Capital LLC (TRC)
N/A—215-215-100%$4.4K———
Imprint Wealth LLC
N/A—113-113-100%$2.3K———
Aventura Private Wealth, LLC
N/A—62-62-100%$1.3K———
Showing 416 of 416 institutions