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Invesco Bulletshares 2027 CB (BSCR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Lido Advisors, LLC
INCREASED
Shares56,165,650 from 54,893,698
Change+1,271,952 (+2%)
Value$1.1B (+$21.0M)
Filed 2026-11-04
Thrivent Financial for Lutherans
INCREASED
Shares1,962,345 from 1,858,277
Change+104,068 (+6%)
Value$38.4M (+$1.9M)
Filed 2026-11-05
Avior Wealth Management, LLC
DECREASED
Shares1,869,534 from 2,165,477
Change-295,943 (-14%)
Value$36.5M (-$5.9M)
Filed 2026-10-13
Moneco Advisors, LLC
INCREASED
Shares1,588,878 from 1,465,168
Change+123,710 (+8%)
Value$31.1M (+$2.3M)
Filed 2026-11-05
Clark Asset Management, LLC
INCREASED
Shares1,525,560 from 1,307,608
Change+217,952 (+17%)
Value$29.8M (+$4.2M)
Filed 2026-10-19
Tlwm
INCREASED
Shares1,480,882 from 1,348,131
Change+132,751 (+10%)
Value$28.9M (+$2.5M)
Filed 2026-10-09
Brookstone Capital Management
DECREASED
Shares1,416,739 from 1,430,128
Change-13,389 (-1%)
Value$27.7M (-$361.8K)
Filed 2026-10-22
Kestra Advisory Services, LLC
DECREASED
Shares1,200,351 from 1,207,482
Change-7,131 (-1%)
Value$23.5M (-$223.9K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares1,123,773 from 1,171,682
Change-47,909 (-4%)
Value$22.0M (-$1.0M)
Filed 2026-11-02
Cornerstone Wealth Management, LLC
INCREASED
Shares926,780 from 881,984
Change+44,796 (+5%)
Value$18.1M (+$813.8K)
Filed 2026-11-04
Asset Dedication, LLC
INCREASED
Shares887,722 from 852,276
Change+35,446 (+4%)
Value$17.4M (+$633.1K)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
INCREASED
Shares867,757 from 602,549
Change+265,208 (+44%)
Value$17.0M (+$5.1M)
Filed 2026-10-30
Financial Solutions Advisory Group, Inc.
DECREASED
Shares820,071 from 828,687
Change-8,616 (-1%)
Value$16.1M (-$189.7K)
Filed 2026-10-28
Kirr Marbach & Co LLC
INCREASED
Shares774,355 from 755,049
Change+19,306 (+3%)
Value$15.1M (+$324.5K)
Filed 2026-10-20
Old Second National Bank of Aurora
DECREASED
Shares737,031 from 771,905
Change-34,874 (-5%)
Value$14.4M (-$735.6K)
Filed 2026-10-22
Prospera Financial Services Inc
INCREASED
Shares736,485 from 192,195
Change+544,290 (+283%)
Value$14.4M (+$10.6M)
Filed 2026-11-04
Truist Financial Corp
INCREASED
Shares641,748 from 611,334
Change+30,414 (+5%)
Value$12.5M (+$551.6K)
Filed 2026-10-30
Straight Path Wealth Management
INCREASED
Shares586,540 from 556,563
Change+29,977 (+5%)
Value$11.5M (+$547.0K)
Filed 2026-10-23
Cookson Peirce & Co Inc
INCREASED
Shares583,370 from 570,678
Change+12,692 (+2%)
Value$11.4M (+$208.1K)
Filed 2026-10-30
Central Valley Advisors, LLC
INCREASED
Shares563,521 from 548,206
Change+15,315 (+3%)
Value$11.0M (+$261.0K)
Filed 2026-10-27
Ledgewood Wealth Advisors, LLC
INCREASED
Shares562,979 from 549,634
Change+13,345 (+2%)
Value$11.0M (+$222.4K)
Filed 2026-10-09
AA Financial Advisors, LLC
DECREASED
Shares554,764 from 566,702
Change-11,938 (-2%)
Value$10.8M (-$273.0K)
Filed 2026-10-19
Legacy Private Trust Co.
INCREASED
Shares554,202 from 521,529
Change+32,673 (+6%)
Value$10.8M (+$602.1K)
Filed 2026-10-06
Vaughan David Investments LLC
INCREASED
Shares529,064 from 503,278
Change+25,786 (+5%)
Value$10.3M (+$469.0K)
Filed 2026-11-05
Red Spruce Capital, LLC
DECREASED
Shares515,804 from 519,461
Change-3,657 (-1%)
Value$10.1M (-$107.8K)
Filed 2026-10-07
HUB Investment Partners, LLC
INCREASED
Shares503,131 from 482,539
Change+20,592 (+4%)
Value$9.8M (+$368.7K)
Filed 2026-11-03
Hengehold Capital Management LLC
DECREASED
Shares502,516 from 502,646
Change-130 (0%)
Value$9.8M (-$37.7K)
Filed 2026-10-16
Chatham Capital Group, Inc.
DECREASED
Shares498,600 from 511,915
Change-13,315 (-3%)
Value$9.7M (-$296.1K)
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares492,458 from 510,976
Change-18,518 (-4%)
Value$9.6M (-$397.7K)
Filed 2026-11-02
Ironwood Financial, llc
DECREASED
Shares487,054 from 511,901
Change-24,847 (-5%)
Value$9.5M (-$531.7K)
Filed 2026-10-20
Sound Stewardship, LLC
INCREASED
Shares465,892 from 445,738
Change+20,154 (+5%)
Value$9.1M (+$362.7K)
Filed 2026-10-14
Lantz Financial LLC
INCREASED
Shares424,060 from 413,793
Change+10,267 (+2%)
Value$8.3M (+$171.7K)
Filed 2026-10-15
BCS Wealth Management
INCREASED
Shares415,407 from 408,983
Change+6,424 (+2%)
Value$8.1M (+$96.9K)
Filed 2026-11-03
Carnegie Investment Counsel
INCREASED
Shares404,790 from 333,096
Change+71,694 (+22%)
Value$7.9M (+$1.4M)
Filed 2026-10-20
Marietta Wealth Management, LLC
INCREASED
Shares400,907 from 394,650
Change+6,257 (+2%)
Value$7.9M (+$112.7K)
Filed 2026-10-22
Meriwether Wealth & Planning, LLC
INCREASED
Shares400,677 from 385,428
Change+15,249 (+4%)
Value$7.8M (+$271.1K)
Filed 2026-10-13
Carroll Advisory Group, LLC
INCREASED
Shares389,096 from 338,675
Change+50,421 (+15%)
Value$7.6M (+$961.8K)
Filed 2026-10-16
River Street Advisors LLC
INCREASED
Shares364,188 from 342,564
Change+21,624 (+6%)
Value$7.1M (+$398.7K)
Filed 2026-10-22
Cornerstone Planning, LLC
INCREASED
Shares354,710 from 352,681
Change+2,029 (+1%)
Value$7.0M (+$33.9K)
Filed 2026-10-27
Matthew Goff Investment Advisor, LLC
DECREASED
Shares351,415 from 393,829
Change-42,414 (-11%)
Value$6.9M (-$856.5K)
Filed 2026-10-13
SFE Investment Counsel
DECREASED
Shares336,581 from 337,330
Change-749 (0%)
Value$6.6M (-$38.3K)
Filed 2026-10-29
Parr Mcknight Wealth Management Group, LLC
INCREASED
Shares327,479 from 317,124
Change+10,355 (+3%)
Value$6.4M (+$180.2K)
Filed 2026-10-30
Turning Point Benefit Group, Inc.
NEW
Shares315,995
Change+315,995
Value$6.2M
Filed 2026-10-28
Farnam Financial LLC
INCREASED
Shares315,632 from 310,140
Change+5,492 (+2%)
Value$6.2M (+$106.1K)
Filed 2026-10-21
Laurel Wealth Advisors LLC
INCREASED
Shares313,421 from 312,670
Change+751 (+0%)
Value$6.1M (-$7.2K)
Filed 2026-10-27
Howard Wealth Management, LLC
INCREASED
Shares312,169 from 302,354
Change+9,815 (+3%)
Value$6.1M (+$170.7K)
Filed 2026-10-28
Verdence Capital Advisors LLC
INCREASED
Shares311,473 from 11,800
Change+299,673 (+2540%)
Value$6.1M (+$5.9M)
Filed 2026-10-26
NorthAvenue LLC
INCREASED
Shares272,310 from 263,095
Change+9,215 (+4%)
Value$5.3M (+$161.7K)
Filed 2026-10-29
Trilogy Capital Inc.
INCREASED
Shares263,999 from 246,626
Change+17,373 (+7%)
Value$5.2M (+$322.3K)
Filed 2026-10-20
Gryphon Financial Partners LLC
DECREASED
Shares258,661 from 293,633
Change-34,972 (-12%)
Value$5.1M (-$704.1K)
Filed 2026-11-04
Livet Wealth, LLC
INCREASED
Shares237,984 from 185,622
Change+52,362 (+28%)
Value$4.7M (+$1.0M)
Filed 2026-10-27
MGO One Seven LLC
DECREASED
Shares236,296 from 425,554
Change-189,258 (-44%)
Value$4.6M (-$3.7M)
Filed 2026-10-28
Pinnacle Financial Group, LLC / IL
INCREASED
Shares234,976 from 224,776
Change+10,200 (+5%)
Value$4.6M (+$183.6K)
Filed 2026-10-29
CRA Financial Services, LLC
INCREASED
Shares221,613 from 219,463
Change+2,150 (+1%)
Value$4.3M (+$26.7K)
Filed 2026-10-16
S.E.E.D. Planning Group LLC
DECREASED
Shares214,427 from 216,750
Change-2,323 (-1%)
Value$4.2M (-$60.6K)
Filed 2026-10-07
IFS Advisors, LLC
NEW
Shares208,300
Change+208,300
Value$4.1M
Filed 2026-10-14
Horizons Wealth Management
NEW
Shares204,575
Change+204,575
Value$4.0M
Filed 2026-10-05
Evexia Wealth LLC
INCREASED
Shares202,454 from 195,585
Change+6,869 (+4%)
Value$4.0M (+$121.6K)
Filed 2026-11-05
Tenon Financial LLC
INCREASED
Shares199,735 from 181,415
Change+18,320 (+10%)
Value$3.9M (+$345.4K)
Filed 2026-10-14
Old Port Advisors
INCREASED
Shares198,337 from 193,951
Change+4,386 (+2%)
Value$3.9M (+$72.1K)
Filed 2026-10-23
Pacific Wealth Strategies Group, Inc.
INCREASED
Shares194,246 from 186,786
Change+7,460 (+4%)
Value$3.8M (+$132.7K)
Filed 2026-11-02
Aspen Investment Management Inc
INCREASED
Shares192,359 from 191,659
Change+700 (+0%)
Value$3.8M (+$3.8M)
Filed 2026-11-05
Infinity Wealth Counsel, LLC
INCREASED
Shares192,318 from 188,238
Change+4,080 (+2%)
Value$3.8M (+$66.6K)
Filed 2026-10-15
AlphaStar Capital Management, LLC
INCREASED
Shares179,978 from 167,640
Change+12,338 (+7%)
Value$3.5M (+$229.4K)
Filed 2026-10-16
Silverlake Wealth Management LLC
INCREASED
Shares177,581 from 167,499
Change+10,082 (+6%)
Value$3.5M (+$185.3K)
Filed 2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares175,288 from 175,380
Change-92 (0%)
Value$3.4M (-$14.1K)
Filed 2026-10-27
J.W. Cole Advisors, Inc.
INCREASED
Shares149,742 from 148,301
Change+1,441 (+1%)
Value$2.9M (+$17.8K)
Filed 2026-11-05
VestGen Advisors, LLC
DECREASED
Shares144,486 from 146,011
Change-1,525 (-1%)
Value$2.8M (-$40.0K)
Filed 2026-10-27
Diversify Wealth Management, LLC
INCREASED
Shares139,394 from 100,523
Change+38,871 (+39%)
Value$2.7M (+$762.0K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares139,394 from 100,523
Change+38,871 (+39%)
Value$2.7M (+$762.0K)
Filed 2026-10-20
Opulen Financial Group LLC
INCREASED
Shares136,037 from 126,283
Change+9,754 (+8%)
Value$2.7M (+$181.8K)
Filed 2026-10-22
Milestones Private Investment Advisors LLC
INCREASED
Shares130,702 from 129,693
Change+1,009 (+1%)
Value$2.6M (+$10.6K)
Filed 2026-10-19
Wagner Wealth Management, Corp
INCREASED
Shares125,410 from 114,943
Change+10,467 (+9%)
Value$2.5M (+$196.5K)
Filed 2026-10-20
Atria Investments, Inc
DECREASED
Shares113,742 from 153,494
Change-39,752 (-26%)
Value$2.2M (-$787.7K)
Filed 2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares112,577 from 109,938
Change+2,639 (+2%)
Value$2.2M (+$44.5K)
Filed 2026-10-13
Accurate Wealth Management, LLC
INCREASED
Shares111,389 from 88,466
Change+22,923 (+26%)
Value$2.2M (+$444.1K)
Filed 2026-10-20
Key FInancial Inc
DECREASED
Shares111,000 from 114,395
Change-3,395 (-3%)
Value$2.2M (-$74.4K)
Filed 2026-11-02
Semitam Bonam LLC
INCREASED
Shares108,468 from 100,285
Change+8,183 (+8%)
Value$2.1M (+$152.9K)
Filed 2026-10-27
Redmond Asset Management, LLC
INCREASED
Shares102,869 from 93,516
Change+9,353 (+10%)
Value$2.0M (+$176.3K)
Filed 2026-10-27
Mission Wealth Management, LP
DECREASED
Shares97,760 from 108,360
Change-10,600 (-10%)
Value$1.9M (-$214.8K)
Filed 2026-10-15
Fifth Third Bancorp
INCREASED
Shares96,661 from 85,838
Change+10,823 (+13%)
Value$1.9M (+$205.5K)
Filed 2026-11-05
Montag A & Associates Inc
INCREASED
Shares95,694 from 56,258
Change+39,436 (+70%)
Value$1.9M (+$766.8K)
Filed 2026-10-29
Schear Investment Advisers, LLC
NEW
Shares88,917
Change+88,917
Value$1.7M
Filed 2026-10-14
Tempo Wealth, LLC
DECREASED
Shares88,917 from 103,508
Change-14,591 (-14%)
Value$1.7M (-$292.4K)
Filed 2026-10-14
Wilkins Miller Wealth Management, LLC
INCREASED
Shares87,657 from 86,537
Change+1,120 (+1%)
Value$1.7M (+$15.8K)
Filed 2026-10-13
Butensky & Cohen Financial Security, Inc
INCREASED
Shares86,766 from 80,861
Change+5,905 (+7%)
Value$1.7M (+$109.8K)
Filed 2026-10-13
Redwood Financial Network Corp
INCREASED
Shares86,275 from 85,807
Change+468 (+1%)
Value$1.7M (+$3.1K)
Filed 2026-11-03
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares83,486 from 82,648
Change+838 (+1%)
Value$1.6M (+$10.6K)
Filed 2026-10-29
Creative Planning
DECREASED
Shares81,705 from 85,993
Change-4,288 (-5%)
Value$1.6M (-$89.8K)
Filed 2026-11-02
Continuum Wealth Advisors, LLC
UNCHANGED
Shares81,398 from 81,398
Change0 (0%)
Value$1.6M (-$5.7K)
Filed 2026-10-20
RVW Wealth, LLC
INCREASED
Shares77,469 from 14,043
Change+63,426 (+452%)
Value$1.5M (+$1.2M)
Filed 2026-10-06
Wlth Capital Management, LLC
DECREASED
Shares76,415 from 652,354
Change-575,939 (-88%)
Value$1.5M (-$11.3M)
Filed 2026-10-20
Parallel Advisors, LLC
INCREASED
Shares76,159 from 50,734
Change+25,425 (+50%)
Value$1.5M (+$493.4K)
Filed 2026-11-03
Whitener Capital Management, Inc.
INCREASED
Shares76,109 from 55,276
Change+20,833 (+38%)
Value$1.5M (+$403.3K)
Filed 2026-10-15
B. Riley Wealth Advisors, Inc.
NEW
Shares73,900
Change+73,900
Value$1.4M
Filed 2026-10-13
Wingate Wealth Advisors, Inc.
INCREASED
Shares73,476 from 73,074
Change+402 (+1%)
Value$1.4M (+$2.7K)
Filed 2026-10-26
Towne Trust Company, N.a
INCREASED
Shares68,662 from 68,458
Change+204 (+0%)
Value$1.3M (-$805)
Filed 2026-10-28
Oliver Luxxe Assets LLC
DECREASED
Shares67,363 from 71,255
Change-3,892 (-5%)
Value$1.3M (-$81.1K)
Filed 2026-10-14
Decker Wealth Management LLC
INCREASED
Shares66,010 from 65,299
Change+711 (+1%)
Value$1.3M (+$9.3K)
Filed 2026-10-09
Apella Capital, LLC
INCREASED
Shares65,664 from 53,419
Change+12,245 (+23%)
Value$1.3M (+$236.8K)
Filed 2026-10-08
Beacon Financial Group
INCREASED
Shares63,418 from 62,256
Change+1,162 (+2%)
Value$1.2M (+$18.4K)
Filed 2026-10-19
XY Planning Network, Inc.
INCREASED
Shares63,340 from 52,719
Change+10,621 (+20%)
Value$1.2M (+$203.9K)
Filed 2026-10-14
Independence Bank of Kentucky
INCREASED
Shares62,987 from 59,723
Change+3,264 (+5%)
Value$1.2M (+$59.6K)
Filed 2026-10-26
Sigma Planning Corp
DECREASED
Shares62,767 from 63,065
Change-298 (0%)
Value$1.2M (-$10.2K)
Filed 2026-10-23
Kessler Investment Group, LLC
INCREASED
Shares59,887 from 59,876
Change+11 (+0%)
Value$1.2M (-$4.0K)
Filed 2026-10-08
American Institute for Advanced Investment Management, LLP
INCREASED
Shares58,978 from 54,538
Change+4,440 (+8%)
Value$1.2M (+$83.0K)
Filed 2026-11-03
Sawgrass Asset Management LLC
UNCHANGED
Shares58,438 from 58,438
Change0 (0%)
Value$1.1M (-$4.1K)
Filed 2026-11-03
Sidoxia Capital Management, LLC
INCREASED
Shares57,984 from 56,648
Change+1,336 (+2%)
Value$1.1M (+$22.1K)
Filed 2026-10-28
Segment Wealth Management, LLC
DECREASED
Shares57,882 from 60,297
Change-2,415 (-4%)
Value$1.1M (-$51.4K)
Filed 2026-10-26
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares55,170 from 55,169
Change+1 (0%)
Value$1.1M (-$3.9K)
Filed 2026-11-04
Strid Group, LLC
INCREASED
Shares53,586 from 53,157
Change+429 (+1%)
Value$1.0M (+$4.7K)
Filed 2026-10-28
Kathmere Capital Management, LLC
DECREASED
Shares49,385 from 55,335
Change-5,950 (-11%)
Value$965.2K (-$120.2K)
Filed 2026-10-20
Farther Finance Advisors, LLC
DECREASED
Shares49,092 from 69,094
Change-20,002 (-29%)
Value$959.5K (-$395.8K)
Filed 2026-10-08
Concurrent Investment Advisors, LLC
INCREASED
Shares48,815 from 40,367
Change+8,448 (+21%)
Value$954.1K (+$162.3K)
Filed 2026-10-16
Wealthcare Advisory Partners LLC
INCREASED
Shares48,691 from 45,283
Change+3,408 (+8%)
Value$951.7K (+$63.4K)
Filed 2026-10-21
First Fiduciary Investment Counsel, Inc.
DECREASED
Shares48,377 from 48,802
Change-425 (-1%)
Value$946.0K (-$11.0K)
Filed 2026-10-27
Fourpath Capital Management, LLC
INCREASED
Shares47,537 from 40,748
Change+6,789 (+17%)
Value$929.1K (+$129.8K)
Filed 2026-10-19
Woodmont Investment Counsel LLC
DECREASED
Shares47,466 from 49,754
Change-2,288 (-5%)
Value$927.7K (-$48.2K)
Filed 2026-10-29
Blossom Wealth Management
INCREASED
Shares46,825 from 46,224
Change+601 (+1%)
Value$915.2K (+$8.5K)
Filed 2026-11-03
Western Financial Corp
DECREASED
Shares46,785 from 46,810
Change-25 (0%)
Value$914.4K (-$3.8K)
Filed 2026-10-14
Cypress Wealth Services, LLC
INCREASED
Shares45,909 from 45,622
Change+287 (+1%)
Value$898.2K (+$3.3K)
Filed 2026-10-21
SJS Investment Consulting Inc.
UNCHANGED
Shares44,583 from 44,583
Change0 (0%)
Value$871.4K (-$3.1K)
Filed 2026-10-26
SAX Wealth Advisors, LLC
DECREASED
Shares43,093 from 44,059
Change-966 (-2%)
Value$842.3K (-$22.4K)
Filed 2026-10-13
Fusion Family Wealth, LLC
DECREASED
Shares42,210 from 43,231
Change-1,021 (-2%)
Value$825.0K (-$23.0K)
Filed 2026-11-02
Yankcom Partnership
DECREASED
Shares41,940 from 42,870
Change-930 (-2%)
Value$819.8K (-$21.2K)
Filed 2026-10-15
Cordatus Wealth Management LLC
DECREASED
Shares41,741 from 41,790
Change-49 (0%)
Value$815.8K (-$3.9K)
Filed 2026-10-19
Sentinel Pension Advisors, LLC
DECREASED
Shares40,337 from 43,580
Change-3,243 (-7%)
Value$788.4K (-$68.2K)
Filed 2026-11-02
Park Avenue Securities LLC
DECREASED
Shares39,395 from 40,001
Change-606 (-2%)
Value$770.0K (-$15.0K)
Filed 2026-10-26
Jm2 Capital Inc.
INCREASED
Shares38,622 from 37,098
Change+1,524 (+4%)
Value$754.9K (+$27.2K)
Filed 2026-10-14
Wealth Quarterback LLC
INCREASED
Shares37,593 from 32,151
Change+5,442 (+17%)
Value$734.8K (+$104.1K)
Filed 2026-10-20
Nottingham Advisors, Inc.
UNCHANGED
Shares37,500 from 37,500
Change0 (0%)
Value$733.3K (-$1.1K)
Filed 2026-10-29
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares36,636 from 36,894
Change-258 (-1%)
Value$716.1K (-$7.6K)
Filed 2026-10-15
Allen Capital Group, LLC
INCREASED
Shares36,250 from 36,212
Change+38 (+0%)
Value$708.5K (-$1.8K)
Filed 2026-10-27
Ballew Advisors, Inc
UNCHANGED
Shares35,947 from 35,947
Change0 (0%)
Value$703.0K (-$2.5K)
Filed 2026-10-05
Unified Investment Management
INCREASED
Shares35,710 from 31,940
Change+3,770 (+12%)
Value$698.0K (+$71.4K)
Filed 2026-10-14
HB Wealth Management, LLC
DECREASED
Shares34,098 from 42,793
Change-8,695 (-20%)
Value$666.4K (-$173.0K)
Filed 2026-10-23
NewCorp Financial Services, Inc.
INCREASED
Shares32,827 from 32,558
Change+269 (+1%)
Value$641.6K (+$3.0K)
Filed 2026-10-14
Voisard Asset Management Group, Inc.
INCREASED
Shares32,205 from 32,146
Change+59 (+0%)
Value$629.5K (-$1.1K)
Filed 2026-10-13
Sensible Money, LLC
INCREASED
Shares31,456 from 27,273
Change+4,183 (+15%)
Value$614.8K (+$79.9K)
Filed 2026-10-20
Insight Wealth Partners, LLC
INCREASED
Shares30,154 from 29,533
Change+621 (+2%)
Value$589.4K (+$10.1K)
Filed 2026-10-26
Private Trust Co NA
DECREASED
Shares29,990 from 34,456
Change-4,466 (-13%)
Value$586.2K (-$89.7K)
Filed 2026-10-20
Well Done, LLC
INCREASED
Shares29,412 from 29,348
Change+64 (+0%)
Value$574.8K (-$816)
Filed 2026-10-20
Capital Investment Advisors, LLC
INCREASED
Shares29,037 from 29,014
Change+23 (+0%)
Value$567.5K (-$1.6K)
Filed 2026-10-22
First Command Advisory Services, Inc.
DECREASED
Shares28,914 from 47,103
Change-18,189 (-39%)
Value$565.1K (-$358.8K)
Filed 2026-11-05
Tassel Capital Management, Inc.
INCREASED
Shares28,445 from 28,144
Change+301 (+1%)
Value$556.0K (+$3.9K)
Filed 2026-10-20
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares27,763 from 71,051
Change-43,288 (-61%)
Value$542.6K (-$851.0K)
Filed 2026-10-13
Nations Financial Group Inc,
INCREASED
Shares26,357 from 25,095
Change+1,262 (+5%)
Value$515.2K (+$22.9K)
Filed 2026-11-05
Ramiah Investment Group
DECREASED
Shares26,084 from 28,015
Change-1,931 (-7%)
Value$509.8K (-$39.7K)
Filed 2026-10-20
Aprio Wealth Management, LLC
DECREASED
Shares25,614 from 29,236
Change-3,622 (-12%)
Value$500.6K (-$72.8K)
Filed 2026-10-28
Net Worth Advisory Group
INCREASED
Shares25,391 from 23,936
Change+1,455 (+6%)
Value$496.5K (+$27.0K)
Filed 2026-10-20
SMI Advisory Services, LLC
DECREASED
Shares24,609 from 25,805
Change-1,196 (-5%)
Value$482.1K (-$24.6K)
Filed 2026-10-13
Certified Advisory Corp
DECREASED
Shares23,230 from 30,164
Change-6,934 (-23%)
Value$454.0K (-$137.6K)
Filed 2026-10-29
Claro Advisors Inc.
DECREASED
Shares22,452 from 23,194
Change-742 (-3%)
Value$438.8K (-$16.1K)
Filed 2026-11-02
Brown Financial Advisory
UNCHANGED
Shares21,549 from 21,549
Change0 (0%)
Value$421.2K (-$1.5K)
Filed 2026-11-05
Phillip James Consulting Co.
NEW
Shares21,486
Change+21,486
Value$419.9K
Filed 2026-11-03
Onyx Bridge Wealth Group LLC
DECREASED
Shares20,360 from 22,502
Change-2,142 (-10%)
Value$397.9K (-$43.4K)
Filed 2026-10-16
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares19,940 from 19,940
Change0 (0%)
Value$389.7K (-$1.4K)
Filed 2026-10-26
Sigma Investment Counselors Inc
INCREASED
Shares19,890 from 18,094
Change+1,796 (+10%)
Value$388.8K (+$33.8K)
Filed 2026-10-27
Seek First Inc.
DECREASED
Shares19,646 from 20,607
Change-961 (-5%)
Value$384.0K (-$20.2K)
Filed 2026-10-27
Independent Financial Group, LLC
DECREASED
Shares19,185 from 19,972
Change-787 (-4%)
Value$375.0K (-$16.8K)
Filed 2026-10-13
Advisory Solutions Group, LLC
NEW
Shares18,374
Change+18,374
Value$359.1K
Filed 2026-10-14
Legacy Wealth Management, LLC / MS
DECREASED
Shares17,536 from 18,058
Change-522 (-3%)
Value$342.7K (-$11.5K)
Filed 2026-10-30
Oppenheimer & Co Inc
INCREASED
Shares16,725 from 15,346
Change+1,379 (+9%)
Value$326.9K (+$25.9K)
Filed 2026-10-26
Signature Estate & Investment Advisors LLC
UNCHANGED
Shares16,457 from 16,457
Change0 (0%)
Value$321.7K (-$1.2K)
Filed 2026-10-13
RMR Wealth Builders
INCREASED
Shares16,366 from 13,865
Change+2,501 (+18%)
Value$319.9K (+$47.9K)
Filed 2026-10-22
Benchmark Financial Wealth Advisors, LLC
NEW
Shares15,760
Change+15,760
Value$308.0K
Filed 2026-10-20
Legacy Wealth Partners, LLC
INCREASED
Shares14,998 from 13,643
Change+1,355 (+10%)
Value$293.1K (+$25.5K)
Filed 2026-10-15
Pinnacle Bancorp, Inc.
UNCHANGED
Shares14,589 from 14,589
Change0 (0%)
Value$285.1K (-$1.0K)
Filed 2026-10-21
Tennessee Valley Asset Management Partners
NEW
Shares14,554
Change+14,554
Value$284.5K
Filed 2026-11-03
Larson Financial Group LLC
DECREASED
Shares14,437 from 16,824
Change-2,387 (-14%)
Value$282.2K (-$47.8K)
Filed 2026-11-05
Midwest Trust Co
INCREASED
Shares14,373 from 14,142
Change+231 (+2%)
Value$280.9K (+$3.5K)
Filed 2026-10-22
Wespac Advisors, LLC
DECREASED
Shares14,337 from 14,523
Change-186 (-1%)
Value$280.2K (-$4.7K)
Filed 2026-10-26
Axxcess Wealth Management, LLC
INCREASED
Shares14,229 from 13,374
Change+855 (+6%)
Value$278.1K (+$15.8K)
Filed 2026-10-21
McCarley & Cook Financial Planners
INCREASED
Shares13,955 from 13,921
Change+34 (+0%)
Value$272.8K (-$297)
Filed 2026-10-21
ASL Financial, LLC
UNCHANGED
Shares13,540 from 13,540
Change0 (0%)
Value$264.6K (-$948)
Filed 2026-10-15
Davenport & Co LLC
DECREASED
Shares13,431 from 18,273
Change-4,842 (-26%)
Value$262.5K (-$95.9K)
Filed 2026-10-14
Berkshire Money Management, Inc.
UNCHANGED
Shares13,004 from 13,004
Change0 (0%)
Value$254.2K (-$910)
Filed 2026-10-21
Tabr Capital Management, LLC
DECREASED
Shares12,721 from 12,908
Change-187 (-1%)
Value$248.6K (-$4.6K)
Filed 2026-10-20
Capital Investment Advisory Services, LLC
INCREASED
Shares12,666 from 12,657
Change+9 (+0%)
Value$247.6K (-$708)
Filed 2026-10-30
Indivisible Partners
INCREASED
Shares12,506 from 12,401
Change+105 (+1%)
Value$244.4K (+$1.2K)
Filed 2026-10-26
Somerset Trust Co
NEW
Shares12,276
Change+12,276
Value$239.9K
Filed 2026-10-13
First Horizon Corp
DECREASED
Shares12,190 from 15,180
Change-2,990 (-20%)
Value$238.3K (-$59.5K)
Filed 2026-10-26
SigFig Wealth Management, LLC
DECREASED
Shares12,168 from 12,511
Change-343 (-3%)
Value$237.8K (-$7.6K)
Filed 2026-10-07
US Bancorp \de\
UNCHANGED
Shares12,064 from 12,064
Change0 (0%)
Value$235.8K (-$844)
Filed 2026-11-05
Beaumont Financial Advisors, LLC
INCREASED
Shares11,882 from 11,782
Change+100 (+1%)
Value$232.2K (+$1.1K)
Filed 2026-10-22
D.A. Davidson & Co.
INCREASED
Shares11,874 from 10,429
Change+1,445 (+14%)
Value$232.1K (+$27.5K)
Filed 2026-10-28
RFG Advisory, LLC
UNCHANGED
Shares11,825 from 11,825
Change0 (0%)
Value$231.1K (-$828)
Filed 2026-11-03
4J Wealth Management LLC
UNCHANGED
Shares11,740 from 11,740
Change0 (0%)
Value$229.5K (-$822)
Filed 2026-11-02
Krilogy Financial LLC
NEW
Shares11,620
Change+11,620
Value$227.6K
Filed 2026-10-13
Nautilus Advisors LLC
UNCHANGED
Shares11,516 from 11,516
Change0 (0%)
Value$225.1K (-$1.1K)
Filed 2026-10-07
Jacobi Capital Management LLC
NEW
Shares11,400
Change+11,400
Value$222.8K
Filed 2026-11-05
Foundry Financial Group, Inc.
UNCHANGED
Shares11,358 from 11,358
Change0 (0%)
Value$222.0K (-$795)
Filed 2026-10-28
FC Advisory LLC
INCREASED
Shares11,336 from 11,217
Change+119 (+1%)
Value$221.6K (+$1.6K)
Filed 2026-10-05
Resonant Capital Advisors, LLC
UNCHANGED
Shares11,259 from 11,259
Change0 (0%)
Value$220.1K (-$788)
Filed 2026-10-15
Intrua Financial, LLC
NEW
Shares10,468
Change+10,468
Value$204.6K
Filed 2026-10-28
Integris Wealth Management, LLC
INCREASED
Shares10,424 from 10,314
Change+110 (+1%)
Value$203.7K (+$1.4K)
Filed 2026-10-14
Leo Wealth, LLC
NEW
Shares10,142
Change+10,142
Value$198.2K
Filed 2026-10-26
IFP Advisors, Inc
INCREASED
Shares8,819 from 7,894
Change+925 (+12%)
Value$172.4K (+$17.5K)
Filed 2026-10-16
Provenance Wealth Advisors, LLC
UNCHANGED
Shares7,828 from 7,828
Change0 (0%)
Value$153.0K (-$548)
Filed 2026-10-30
Latitude Advisors, LLC
DECREASED
Shares7,517 from 10,057
Change-2,540 (-25%)
Value$146.9K (-$50.3K)
Filed 2026-10-27
Eastern Bank
UNCHANGED
Shares6,078 from 6,078
Change0 (0%)
Value$118.8K (-$425)
Filed 2026-10-05
United Community Bank
UNCHANGED
Shares5,500 from 5,500
Change0 (0%)
Value$107.5K (-$385)
Filed 2026-10-28
GS Investments, Inc.
UNCHANGED
Shares4,375 from 4,375
Change0 (0%)
Value$85.5K (-$307)
Filed 2026-11-05
Assetmark, Inc
DECREASED
Shares4,177 from 4,365
Change-188 (-4%)
Value$81.6K (-$4.0K)
Filed 2026-10-21
Marquette Asset Management, LLC
UNCHANGED
Shares4,106 from 4,106
Change0 (0%)
Value$80.3K (-$288)
Filed 2026-10-09
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares3,212 from 3,212
Change0 (0%)
Value$62.8K (-$272)
Filed 2026-10-01
Caldwell Trust Co
UNCHANGED
Shares2,296 from 2,296
Change0 (0%)
Value$44.9K (-$161)
Filed 2026-10-30
West Branch Capital LLC
INCREASED
Shares2,073 from 2,051
Change+22 (+1%)
Value$40.5K (+$285)
Filed 2026-10-20
1620 Investment Advisors, Inc.
INCREASED
Shares1,835 from 1,250
Change+585 (+47%)
Value$35.9K (+$11.3K)
Filed 2026-11-04
Davis Capital Management
DECREASED
Shares1,557 from 1,558
Change-1 (0%)
Value$30.4K (-$128)
Filed 2026-10-08
Harbor Investment Advisory, LLC
INCREASED
Shares1,550 from 1,350
Change+200 (+15%)
Value$30.3K (+$3.8K)
Filed 2026-10-13
CX Institutional
INCREASED
Shares1,530 from 1,514
Change+16 (+1%)
Value$30 ($0)
Filed 2026-10-02
GHP Investment Advisors, Inc.
UNCHANGED
Shares1,525 from 1,525
Change0 (0%)
Value$29.8K (-$106)
Filed 2026-10-15
Rossby Financial, LCC
NEW
Shares1,438
Change+1,438
Value$28.1K
Filed 2026-11-05
Aspect Partners, LLC
UNCHANGED
Shares1,028 from 1,028
Change0 (0%)
Value$20.1K (-$72)
Filed 2026-10-20
First Bancorp, Inc
INCREASED
Shares1,008 from 891
Change+117 (+13%)
Value$19.7K (+$2.2K)
Filed 2026-10-26
City State Bank
UNCHANGED
Shares1,008 from 1,008
Change0 (0%)
Value$19.7K (-$71)
Filed 2026-10-20
Gamma Investing LLC
INCREASED
Shares983 from 760
Change+223 (+29%)
Value$19.2K (+$4.3K)
Filed 2026-10-08
Westside Investment Management, Inc.
UNCHANGED
Shares787 from 787
Change0 (0%)
Value$15.4K (-$48)
Filed 2026-11-02
Lanark Financial, Inc.
INCREASED
Shares782 from 697
Change+85 (+12%)
Value$15.3K (+$1.6K)
Filed 2026-10-26
Financial Consulate, Inc
NEW
Shares673
Change+673
Value$13.2K
Filed 2026-10-23
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares555 from 555
Change0 (0%)
Value$10.8K (-$39)
Filed 2026-10-16
Signature Equity Partners, LLC
NEW
Shares467
Change+467
Value$9.1K
Filed 2026-10-29
Armstrong Advisory Group, Inc
DECREASED
Shares418 from 7,418
Change-7,000 (-94%)
Value$8.2K (-$137.3K)
Filed 2026-10-09
Ascentis Independent Advisors
NEW
Shares387
Change+387
Value$7.6K
Filed 2026-11-03
Creative Financial Designs Inc
DECREASED
Shares293 from 336
Change-43 (-13%)
Value$5.7K (-$866)
Filed 2026-11-04
First Premier Bank
UNCHANGED
Shares205 from 205
Change0 (0%)
Value$4 ($0)
Filed 2026-10-13
Evolution Wealth Management Inc.
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$2.0K (-$7)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$1.3K (-$5)
Filed 2026-11-03
Proathlete Wealth Management LLC
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$948 (+$7)
Filed 2026-10-15
G2 Capital Management, LLC / OH
CLOSED
Shares0 from 86,519
Change-86,519 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-23
Newport Capital Group, LLC
CLOSED
Shares0 from 82,409
Change-82,409 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-16
Richmond Investment Services, LLC
CLOSED
Shares0 from 71,745
Change-71,745 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-29
Cynosure Group, LLC
CLOSED
Shares0 from 39,123
Change-39,123 (-100%)
Value$0 (-$767.4K)
Filed 2026-11-03
Wedmont Private Capital
CLOSED
Shares0 from 27,905
Change-27,905 (-100%)
Value$0 (-$548.1K)
Filed 2026-10-09
Apeiron RIA LLC
CLOSED
Shares0 from 27,082
Change-27,082 (-100%)
Value$0 (-$531.2K)
Filed 2026-10-08
Manchester Financial Inc
CLOSED
Shares0 from 23,562
Change-23,562 (-100%)
Value$0 (-$462.2K)
Filed 2026-10-15
SteelPeak Wealth, LLC
CLOSED
Shares0 from 19,981
Change-19,981 (-100%)
Value$0 (-$391.9K)
Filed 2026-10-16
World Equity Group, Inc.
CLOSED
Shares0 from 18,255
Change-18,255 (-100%)
Value$0 (-$358.1K)
Filed 2026-10-14
Iron Financial LLC
CLOSED
Shares0 from 16,694
Change-16,694 (-100%)
Value$0 (-$327.5K)
Filed 2026-10-23
WealthCare Asset Management, LLC
CLOSED
Shares0 from 16,010
Change-16,010 (-100%)
Value$0 (-$314.0K)
Filed 2026-10-26
Kaydan Wealth Management, Inc.
CLOSED
Shares0 from 12,287
Change-12,287 (-100%)
Value$0 (-$241.0K)
Filed 2026-10-08
Blueprint Investment Partners LLC
CLOSED
Shares0 from 11,989
Change-11,989 (-100%)
Value$0 (-$235.2K)
Filed 2026-10-28
Blueprint Financial Advisors LLC
CLOSED
Shares0 from 11,989
Change-11,989 (-100%)
Value$0 (-$235.2K)
Filed 2026-10-28
RIA Advisory Group LLC
CLOSED
Shares0 from 11,839
Change-11,839 (-100%)
Value$0 (-$232.2K)
Filed 2026-10-15
Souders Financial Advisors
CLOSED
Shares0 from 11,527
Change-11,527 (-100%)
Value$0 (-$226.1K)
Filed 2026-11-03
Venture Visionary Partners LLC
CLOSED
Shares0 from 11,431
Change-11,431 (-100%)
Value$0 (-$224.2K)
Filed 2026-10-07
BankPlus Wealth Management LLC
CLOSED
Shares0 from 10,411
Change-10,411 (-100%)
Value$0 (-$204.2K)
Filed 2026-10-13
Obsidian CIO, LLC
CLOSED
Shares0 from 8,693
Change-8,693 (-100%)
Value$0 (-$170.5K)
Filed 2026-11-05
Gill Capital Partners, LLC
CLOSED
Shares0 from 5,060
Change-5,060 (-100%)
Value$0 (-$99.3K)
Filed 2026-10-13
AdvisorNet Financial, Inc
CLOSED
Shares0 from 4,061
Change-4,061 (-100%)
Value$0 (-$79.7K)
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 2,872
Change-2,872 (-100%)
Value$0 (-$56.3K)
Filed 2026-11-02
AlphaCore Capital LLC
CLOSED
Shares0 from 1,662
Change-1,662 (-100%)
Value$0 (-$32.6K)
Filed 2026-11-04
Morgan Stanley
N/A
Shares— from 10,263,779
Change-10,263,779 (-100%)
Value—
UBS Group AG
N/A
Shares— from 7,688,698
Change-7,688,698 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 7,504,308
Change-7,504,308 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 7,083,981
Change-7,083,981 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 6,235,176
Change-6,235,176 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 5,750,292
Change-5,750,292 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 4,001,961
Change-4,001,961 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 3,152,593
Change-3,152,593 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 2,704,348
Change-2,704,348 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,619,846
Change-2,619,846 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 2,188,800
Change-2,188,800 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 1,794,655
Change-1,794,655 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,603,181
Change-1,603,181 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,416,854
Change-1,416,854 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 1,390,074
Change-1,390,074 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 1,282,426
Change-1,282,426 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 1,209,315
Change-1,209,315 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,181,763
Change-1,181,763 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,180,862
Change-1,180,862 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,167,849
Change-1,167,849 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,093,397
Change-1,093,397 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 816,899
Change-816,899 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 783,227
Change-783,227 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 699,006
Change-699,006 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 689,176
Change-689,176 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 688,848
Change-688,848 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 673,502
Change-673,502 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 567,953
Change-567,953 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 544,302
Change-544,302 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 507,092
Change-507,092 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 421,872
Change-421,872 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 420,248
Change-420,248 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 392,529
Change-392,529 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 374,352
Change-374,352 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 373,259
Change-373,259 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 361,348
Change-361,348 (-100%)
Value—
FCA Corp
N/A
Shares— from 354,985
Change-354,985 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 324,030
Change-324,030 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 315,330
Change-315,330 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 311,668
Change-311,668 (-100%)
Value—
Odyssey Group, LLC
N/A
Shares— from 304,556
Change-304,556 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 301,089
Change-301,089 (-100%)
Value—
Paradiem, LLC
N/A
Shares— from 287,063
Change-287,063 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 273,413
Change-273,413 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 267,601
Change-267,601 (-100%)
Value—
&partners
N/A
Shares— from 255,014
Change-255,014 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 252,337
Change-252,337 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 238,572
Change-238,572 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 232,293
Change-232,293 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 230,969
Change-230,969 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 229,738
Change-229,738 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 228,533
Change-228,533 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 223,740
Change-223,740 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 213,101
Change-213,101 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 202,489
Change-202,489 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 194,334
Change-194,334 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 194,238
Change-194,238 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 192,644
Change-192,644 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 183,336
Change-183,336 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 166,066
Change-166,066 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 152,081
Change-152,081 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 149,681
Change-149,681 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 149,413
Change-149,413 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 144,351
Change-144,351 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 135,037
Change-135,037 (-100%)
Value—
Stephens Inc
N/A
Shares— from 113,948
Change-113,948 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 112,858
Change-112,858 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 102,356
Change-102,356 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 97,750
Change-97,750 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 92,055
Change-92,055 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 86,535
Change-86,535 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 84,509
Change-84,509 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 80,576
Change-80,576 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 80,109
Change-80,109 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 80,074
Change-80,074 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 77,939
Change-77,939 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 77,785
Change-77,785 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 76,599
Change-76,599 (-100%)
Value—
Opus Financial Solutions LLC
N/A
Shares— from 73,799
Change-73,799 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 73,339
Change-73,339 (-100%)
Value—
ArborFi Advisors, LLC
N/A
Shares— from 72,314
Change-72,314 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 66,365
Change-66,365 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 63,710
Change-63,710 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 61,668
Change-61,668 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 58,787
Change-58,787 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 57,840
Change-57,840 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 56,733
Change-56,733 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 55,969
Change-55,969 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 54,945
Change-54,945 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 54,591
Change-54,591 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 52,737
Change-52,737 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 51,454
Change-51,454 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 51,364
Change-51,364 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 49,846
Change-49,846 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 49,776
Change-49,776 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 48,654
Change-48,654 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 47,819
Change-47,819 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 47,084
Change-47,084 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 46,715
Change-46,715 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 41,557
Change-41,557 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 41,335
Change-41,335 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 39,531
Change-39,531 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 39,306
Change-39,306 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 38,044
Change-38,044 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 37,230
Change-37,230 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 37,164
Change-37,164 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 37,010
Change-37,010 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 36,912
Change-36,912 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 33,456
Change-33,456 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 28,411
Change-28,411 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 27,627
Change-27,627 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 27,578
Change-27,578 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 27,470
Change-27,470 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 25,115
Change-25,115 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 24,795
Change-24,795 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 24,725
Change-24,725 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 24,219
Change-24,219 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 23,053
Change-23,053 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 22,522
Change-22,522 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 22,513
Change-22,513 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 22,500
Change-22,500 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 22,244
Change-22,244 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 20,975
Change-20,975 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 20,082
Change-20,082 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 18,912
Change-18,912 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 18,728
Change-18,728 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 18,597
Change-18,597 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 18,350
Change-18,350 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 18,262
Change-18,262 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 17,800
Change-17,800 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 17,681
Change-17,681 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 17,187
Change-17,187 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 16,051
Change-16,051 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 15,408
Change-15,408 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 15,274
Change-15,274 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 14,979
Change-14,979 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 14,676
Change-14,676 (-100%)
Value—
McElhenny Sheffield Capital Management, LLC
N/A
Shares— from 14,486
Change-14,486 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 13,768
Change-13,768 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 13,745
Change-13,745 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 13,277
Change-13,277 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 13,149
Change-13,149 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 11,578
Change-11,578 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 11,465
Change-11,465 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 11,237
Change-11,237 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 11,027
Change-11,027 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 11,007
Change-11,007 (-100%)
Value—
Three Cord True Wealth Management, LLC
N/A
Shares— from 10,862
Change-10,862 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 10,834
Change-10,834 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 10,831
Change-10,831 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 10,826
Change-10,826 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 10,783
Change-10,783 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 10,740
Change-10,740 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 10,598
Change-10,598 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 10,122
Change-10,122 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 10,121
Change-10,121 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 9,307
Change-9,307 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 8,085
Change-8,085 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,672
Change-5,672 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 4,269
Change-4,269 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 3,830
Change-3,830 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 3,568
Change-3,568 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 3,379
Change-3,379 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 3,035
Change-3,035 (-100%)
Value—
FMR LLC
N/A
Shares— from 2,254
Change-2,254 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 1,073
Change-1,073 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 1,066
Change-1,066 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 901
Change-901 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 650
Change-650 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 580
Change-580 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 520
Change-520 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 272
Change-272 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 269
Change-269 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 117
Change-117 (-100%)
Value—
Status
Lido Advisors, LLC
INCREASED56,165,65054,893,698+1,271,952+2%$1.1B$1.1B+$21.0M2026-11-04
Thrivent Financial for Lutherans
INCREASED1,962,3451,858,277+104,068+6%$36.5M$38.4M+$1.9M2026-11-05
Avior Wealth Management, LLC
DECREASED1,869,5342,165,477-295,943-14%$42.5M$36.5M-$5.9M2026-10-13
Moneco Advisors, LLC
INCREASED1,588,8781,465,168+123,710+8%$28.7M$31.1M+$2.3M2026-11-05
Clark Asset Management, LLC
INCREASED1,525,5601,307,608+217,952+17%$25.6M$29.8M+$4.2M2026-10-19
Tlwm
INCREASED1,480,8821,348,131+132,751+10%$26.4M$28.9M+$2.5M2026-10-09
Brookstone Capital Management
DECREASED1,416,7391,430,128-13,389-1%$28.1M$27.7M-$361.8K2026-10-22
Kestra Advisory Services, LLC
DECREASED1,200,3511,207,482-7,131-1%$23.7M$23.5M-$223.9K2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED1,123,7731,171,682-47,909-4%$23.0M$22.0M-$1.0M2026-11-02
Cornerstone Wealth Management, LLC
INCREASED926,780881,984+44,796+5%$17.3M$18.1M+$813.8K2026-11-04
Asset Dedication, LLC
INCREASED887,722852,276+35,446+4%$16.7M$17.4M+$633.1K2026-11-03
Kestra Private Wealth Services, LLC
INCREASED867,757602,549+265,208+44%$11.8M$17.0M+$5.1M2026-10-30
Financial Solutions Advisory Group, Inc.
DECREASED820,071828,687-8,616-1%$16.3M$16.1M-$189.7K2026-10-28
Kirr Marbach & Co LLC
INCREASED774,355755,049+19,306+3%$14.8M$15.1M+$324.5K2026-10-20
Old Second National Bank of Aurora
DECREASED737,031771,905-34,874-5%$15.1M$14.4M-$735.6K2026-10-22
Prospera Financial Services Inc
INCREASED736,485192,195+544,290+283%$3.8M$14.4M+$10.6M2026-11-04
Truist Financial Corp
INCREASED641,748611,334+30,414+5%$12.0M$12.5M+$551.6K2026-10-30
Straight Path Wealth Management
INCREASED586,540556,563+29,977+5%$10.9M$11.5M+$547.0K2026-10-23
Cookson Peirce & Co Inc
INCREASED583,370570,678+12,692+2%$11.2M$11.4M+$208.1K2026-10-30
Central Valley Advisors, LLC
INCREASED563,521548,206+15,315+3%$10.8M$11.0M+$261.0K2026-10-27
Ledgewood Wealth Advisors, LLC
INCREASED562,979549,634+13,345+2%$10.8M$11.0M+$222.4K2026-10-09
AA Financial Advisors, LLC
DECREASED554,764566,702-11,938-2%$11.1M$10.8M-$273.0K2026-10-19
Legacy Private Trust Co.
INCREASED554,202521,529+32,673+6%$10.2M$10.8M+$602.1K2026-10-06
Vaughan David Investments LLC
INCREASED529,064503,278+25,786+5%$9.9M$10.3M+$469.0K2026-11-05
Red Spruce Capital, LLC
DECREASED515,804519,461-3,657-1%$10.2M$10.1M-$107.8K2026-10-07
HUB Investment Partners, LLC
INCREASED503,131482,539+20,592+4%$9.5M$9.8M+$368.7K2026-11-03
Hengehold Capital Management LLC
DECREASED502,516502,646-1300%$9.9M$9.8M-$37.7K2026-10-16
Chatham Capital Group, Inc.
DECREASED498,600511,915-13,315-3%$10.0M$9.7M-$296.1K2026-10-16
Commonwealth Equity Services, LLC
DECREASED492,458510,976-18,518-4%$10.0M$9.6M-$397.7K2026-11-02
Ironwood Financial, llc
DECREASED487,054511,901-24,847-5%$10.1M$9.5M-$531.7K2026-10-20
Sound Stewardship, LLC
INCREASED465,892445,738+20,154+5%$8.7M$9.1M+$362.7K2026-10-14
Lantz Financial LLC
INCREASED424,060413,793+10,267+2%$8.1M$8.3M+$171.7K2026-10-15
BCS Wealth Management
INCREASED415,407408,983+6,424+2%$8.0M$8.1M+$96.9K2026-11-03
Carnegie Investment Counsel
INCREASED404,790333,096+71,694+22%$6.5M$7.9M+$1.4M2026-10-20
Marietta Wealth Management, LLC
INCREASED400,907394,650+6,257+2%$7.7M$7.9M+$112.7K2026-10-22
Meriwether Wealth & Planning, LLC
INCREASED400,677385,428+15,249+4%$7.6M$7.8M+$271.1K2026-10-13
Carroll Advisory Group, LLC
INCREASED389,096338,675+50,421+15%$6.6M$7.6M+$961.8K2026-10-16
River Street Advisors LLC
INCREASED364,188342,564+21,624+6%$6.7M$7.1M+$398.7K2026-10-22
Cornerstone Planning, LLC
INCREASED354,710352,681+2,029+1%$6.9M$7.0M+$33.9K2026-10-27
Matthew Goff Investment Advisor, LLC
DECREASED351,415393,829-42,414-11%$7.7M$6.9M-$856.5K2026-10-13
SFE Investment Counsel
DECREASED336,581337,330-7490%$6.6M$6.6M-$38.3K2026-10-29
Parr Mcknight Wealth Management Group, LLC
INCREASED327,479317,124+10,355+3%$6.2M$6.4M+$180.2K2026-10-30
Turning Point Benefit Group, Inc.
NEW315,995—+315,995——$6.2M—2026-10-28
Farnam Financial LLC
INCREASED315,632310,140+5,492+2%$6.1M$6.2M+$106.1K2026-10-21
Laurel Wealth Advisors LLC
INCREASED313,421312,670+751+0%$6.1M$6.1M-$7.2K2026-10-27
Howard Wealth Management, LLC
INCREASED312,169302,354+9,815+3%$5.9M$6.1M+$170.7K2026-10-28
Verdence Capital Advisors LLC
INCREASED311,47311,800+299,673+2540%$231.5K$6.1M+$5.9M2026-10-26
NorthAvenue LLC
INCREASED272,310263,095+9,215+4%$5.2M$5.3M+$161.7K2026-10-29
Trilogy Capital Inc.
INCREASED263,999246,626+17,373+7%$4.8M$5.2M+$322.3K2026-10-20
Gryphon Financial Partners LLC
DECREASED258,661293,633-34,972-12%$5.8M$5.1M-$704.1K2026-11-04
Livet Wealth, LLC
INCREASED237,984185,622+52,362+28%$3.6M$4.7M+$1.0M2026-10-27
MGO One Seven LLC
DECREASED236,296425,554-189,258-44%$8.3M$4.6M-$3.7M2026-10-28
Pinnacle Financial Group, LLC / IL
INCREASED234,976224,776+10,200+5%$4.4M$4.6M+$183.6K2026-10-29
CRA Financial Services, LLC
INCREASED221,613219,463+2,150+1%$4.3M$4.3M+$26.7K2026-10-16
S.E.E.D. Planning Group LLC
DECREASED214,427216,750-2,323-1%$4.3M$4.2M-$60.6K2026-10-07
IFS Advisors, LLC
NEW208,300—+208,300——$4.1M—2026-10-14
Horizons Wealth Management
NEW204,575—+204,575——$4.0M—2026-10-05
Evexia Wealth LLC
INCREASED202,454195,585+6,869+4%$3.8M$4.0M+$121.6K2026-11-05
Tenon Financial LLC
INCREASED199,735181,415+18,320+10%$3.6M$3.9M+$345.4K2026-10-14
Old Port Advisors
INCREASED198,337193,951+4,386+2%$3.8M$3.9M+$72.1K2026-10-23
Pacific Wealth Strategies Group, Inc.
INCREASED194,246186,786+7,460+4%$3.7M$3.8M+$132.7K2026-11-02
Aspen Investment Management Inc
INCREASED192,359191,659+700+0%$3.8K$3.8M+$3.8M2026-11-05
Infinity Wealth Counsel, LLC
INCREASED192,318188,238+4,080+2%$3.7M$3.8M+$66.6K2026-10-15
AlphaStar Capital Management, LLC
INCREASED179,978167,640+12,338+7%$3.3M$3.5M+$229.4K2026-10-16
Silverlake Wealth Management LLC
INCREASED177,581167,499+10,082+6%$3.3M$3.5M+$185.3K2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED175,288175,380-920%$3.4M$3.4M-$14.1K2026-10-27
J.W. Cole Advisors, Inc.
INCREASED149,742148,301+1,441+1%$2.9M$2.9M+$17.8K2026-11-05
VestGen Advisors, LLC
DECREASED144,486146,011-1,525-1%$2.9M$2.8M-$40.0K2026-10-27
Diversify Wealth Management, LLC
INCREASED139,394100,523+38,871+39%$2.0M$2.7M+$762.0K2026-10-20
Diversify Advisory Services, LLC
INCREASED139,394100,523+38,871+39%$2.0M$2.7M+$762.0K2026-10-20
Opulen Financial Group LLC
INCREASED136,037126,283+9,754+8%$2.5M$2.7M+$181.8K2026-10-22
Milestones Private Investment Advisors LLC
INCREASED130,702129,693+1,009+1%$2.5M$2.6M+$10.6K2026-10-19
Wagner Wealth Management, Corp
INCREASED125,410114,943+10,467+9%$2.3M$2.5M+$196.5K2026-10-20
Atria Investments, Inc
DECREASED113,742153,494-39,752-26%$3.0M$2.2M-$787.7K2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED112,577109,938+2,639+2%$2.2M$2.2M+$44.5K2026-10-13
Accurate Wealth Management, LLC
INCREASED111,38988,466+22,923+26%$1.7M$2.2M+$444.1K2026-10-20
Key FInancial Inc
DECREASED111,000114,395-3,395-3%$2.2M$2.2M-$74.4K2026-11-02
Semitam Bonam LLC
INCREASED108,468100,285+8,183+8%$2.0M$2.1M+$152.9K2026-10-27
Redmond Asset Management, LLC
INCREASED102,86993,516+9,353+10%$1.8M$2.0M+$176.3K2026-10-27
Mission Wealth Management, LP
DECREASED97,760108,360-10,600-10%$2.1M$1.9M-$214.8K2026-10-15
Fifth Third Bancorp
INCREASED96,66185,838+10,823+13%$1.7M$1.9M+$205.5K2026-11-05
Montag A & Associates Inc
INCREASED95,69456,258+39,436+70%$1.1M$1.9M+$766.8K2026-10-29
Schear Investment Advisers, LLC
NEW88,917—+88,917——$1.7M—2026-10-14
Tempo Wealth, LLC
DECREASED88,917103,508-14,591-14%$2.0M$1.7M-$292.4K2026-10-14
Wilkins Miller Wealth Management, LLC
INCREASED87,65786,537+1,120+1%$1.7M$1.7M+$15.8K2026-10-13
Butensky & Cohen Financial Security, Inc
INCREASED86,76680,861+5,905+7%$1.6M$1.7M+$109.8K2026-10-13
Redwood Financial Network Corp
INCREASED86,27585,807+468+1%$1.7M$1.7M+$3.1K2026-11-03
Strategic Family Wealth Counselors, L.L.C.
INCREASED83,48682,648+838+1%$1.6M$1.6M+$10.6K2026-10-29
Creative Planning
DECREASED81,70585,993-4,288-5%$1.7M$1.6M-$89.8K2026-11-02
Continuum Wealth Advisors, LLC
UNCHANGED81,39881,39800%$1.6M$1.6M-$5.7K2026-10-20
RVW Wealth, LLC
INCREASED77,46914,043+63,426+452%$275.5K$1.5M+$1.2M2026-10-06
Wlth Capital Management, LLC
DECREASED76,415652,354-575,939-88%$12.8M$1.5M-$11.3M2026-10-20
Parallel Advisors, LLC
INCREASED76,15950,734+25,425+50%$995.2K$1.5M+$493.4K2026-11-03
Whitener Capital Management, Inc.
INCREASED76,10955,276+20,833+38%$1.1M$1.5M+$403.3K2026-10-15
B. Riley Wealth Advisors, Inc.
NEW73,900—+73,900——$1.4M—2026-10-13
Wingate Wealth Advisors, Inc.
INCREASED73,47673,074+402+1%$1.4M$1.4M+$2.7K2026-10-26
Towne Trust Company, N.a
INCREASED68,66268,458+204+0%$1.3M$1.3M-$8052026-10-28
Oliver Luxxe Assets LLC
DECREASED67,36371,255-3,892-5%$1.4M$1.3M-$81.1K2026-10-14
Decker Wealth Management LLC
INCREASED66,01065,299+711+1%$1.3M$1.3M+$9.3K2026-10-09
Apella Capital, LLC
INCREASED65,66453,419+12,245+23%$1.0M$1.3M+$236.8K2026-10-08
Beacon Financial Group
INCREASED63,41862,256+1,162+2%$1.2M$1.2M+$18.4K2026-10-19
XY Planning Network, Inc.
INCREASED63,34052,719+10,621+20%$1.0M$1.2M+$203.9K2026-10-14
Independence Bank of Kentucky
INCREASED62,98759,723+3,264+5%$1.2M$1.2M+$59.6K2026-10-26
Sigma Planning Corp
DECREASED62,76763,065-2980%$1.2M$1.2M-$10.2K2026-10-23
Kessler Investment Group, LLC
INCREASED59,88759,876+11+0%$1.2M$1.2M-$4.0K2026-10-08
American Institute for Advanced Investment Management, LLP
INCREASED58,97854,538+4,440+8%$1.1M$1.2M+$83.0K2026-11-03
Sawgrass Asset Management LLC
UNCHANGED58,43858,43800%$1.1M$1.1M-$4.1K2026-11-03
Sidoxia Capital Management, LLC
INCREASED57,98456,648+1,336+2%$1.1M$1.1M+$22.1K2026-10-28
Segment Wealth Management, LLC
DECREASED57,88260,297-2,415-4%$1.2M$1.1M-$51.4K2026-10-26
Kohmann Bosshard Financial Services, LLC
INCREASED55,17055,169+10%$1.1M$1.1M-$3.9K2026-11-04
Strid Group, LLC
INCREASED53,58653,157+429+1%$1.0M$1.0M+$4.7K2026-10-28
Kathmere Capital Management, LLC
DECREASED49,38555,335-5,950-11%$1.1M$965.2K-$120.2K2026-10-20
Farther Finance Advisors, LLC
DECREASED49,09269,094-20,002-29%$1.4M$959.5K-$395.8K2026-10-08
Concurrent Investment Advisors, LLC
INCREASED48,81540,367+8,448+21%$791.8K$954.1K+$162.3K2026-10-16
Wealthcare Advisory Partners LLC
INCREASED48,69145,283+3,408+8%$888.2K$951.7K+$63.4K2026-10-21
First Fiduciary Investment Counsel, Inc.
DECREASED48,37748,802-425-1%$957.0K$946.0K-$11.0K2026-10-27
Fourpath Capital Management, LLC
INCREASED47,53740,748+6,789+17%$799.3K$929.1K+$129.8K2026-10-19
Woodmont Investment Counsel LLC
DECREASED47,46649,754-2,288-5%$975.9K$927.7K-$48.2K2026-10-29
Blossom Wealth Management
INCREASED46,82546,224+601+1%$906.7K$915.2K+$8.5K2026-11-03
Western Financial Corp
DECREASED46,78546,810-250%$918.2K$914.4K-$3.8K2026-10-14
Cypress Wealth Services, LLC
INCREASED45,90945,622+287+1%$894.9K$898.2K+$3.3K2026-10-21
SJS Investment Consulting Inc.
UNCHANGED44,58344,58300%$874.5K$871.4K-$3.1K2026-10-26
SAX Wealth Advisors, LLC
DECREASED43,09344,059-966-2%$864.7K$842.3K-$22.4K2026-10-13
Fusion Family Wealth, LLC
DECREASED42,21043,231-1,021-2%$848.0K$825.0K-$23.0K2026-11-02
Yankcom Partnership
DECREASED41,94042,870-930-2%$840.9K$819.8K-$21.2K2026-10-15
Cordatus Wealth Management LLC
DECREASED41,74141,790-490%$819.7K$815.8K-$3.9K2026-10-19
Sentinel Pension Advisors, LLC
DECREASED40,33743,580-3,243-7%$856.6K$788.4K-$68.2K2026-11-02
Park Avenue Securities LLC
DECREASED39,39540,001-606-2%$785.0K$770.0K-$15.0K2026-10-26
Jm2 Capital Inc.
INCREASED38,62237,098+1,524+4%$727.7K$754.9K+$27.2K2026-10-14
Wealth Quarterback LLC
INCREASED37,59332,151+5,442+17%$630.6K$734.8K+$104.1K2026-10-20
Nottingham Advisors, Inc.
UNCHANGED37,50037,50000%$734.4K$733.3K-$1.1K2026-10-29
Comprehensive Financial Consultants Institutional, Inc.
DECREASED36,63636,894-258-1%$723.7K$716.1K-$7.6K2026-10-15
Allen Capital Group, LLC
INCREASED36,25036,212+38+0%$710.3K$708.5K-$1.8K2026-10-27
Ballew Advisors, Inc
UNCHANGED35,94735,94700%$705.5K$703.0K-$2.5K2026-10-05
Unified Investment Management
INCREASED35,71031,940+3,770+12%$626.5K$698.0K+$71.4K2026-10-14
HB Wealth Management, LLC
DECREASED34,09842,793-8,695-20%$839.4K$666.4K-$173.0K2026-10-23
NewCorp Financial Services, Inc.
INCREASED32,82732,558+269+1%$638.6K$641.6K+$3.0K2026-10-14
Voisard Asset Management Group, Inc.
INCREASED32,20532,146+59+0%$630.5K$629.5K-$1.1K2026-10-13
Sensible Money, LLC
INCREASED31,45627,273+4,183+15%$535.0K$614.8K+$79.9K2026-10-20
Insight Wealth Partners, LLC
INCREASED30,15429,533+621+2%$579.3K$589.4K+$10.1K2026-10-26
Private Trust Co NA
DECREASED29,99034,456-4,466-13%$675.9K$586.2K-$89.7K2026-10-20
Well Done, LLC
INCREASED29,41229,348+64+0%$575.7K$574.8K-$8162026-10-20
Capital Investment Advisors, LLC
INCREASED29,03729,014+23+0%$569.1K$567.5K-$1.6K2026-10-22
First Command Advisory Services, Inc.
DECREASED28,91447,103-18,189-39%$923.9K$565.1K-$358.8K2026-11-05
Tassel Capital Management, Inc.
INCREASED28,44528,144+301+1%$552.1K$556.0K+$3.9K2026-10-20
Hennion & Walsh Asset Management, Inc.
DECREASED27,76371,051-43,288-61%$1.4M$542.6K-$851.0K2026-10-13
Nations Financial Group Inc,
INCREASED26,35725,095+1,262+5%$492.3K$515.2K+$22.9K2026-11-05
Ramiah Investment Group
DECREASED26,08428,015-1,931-7%$549.5K$509.8K-$39.7K2026-10-20
Aprio Wealth Management, LLC
DECREASED25,61429,236-3,622-12%$573.5K$500.6K-$72.8K2026-10-28
Net Worth Advisory Group
INCREASED25,39123,936+1,455+6%$469.5K$496.5K+$27.0K2026-10-20
SMI Advisory Services, LLC
DECREASED24,60925,805-1,196-5%$506.7K$482.1K-$24.6K2026-10-13
Certified Advisory Corp
DECREASED23,23030,164-6,934-23%$591.7K$454.0K-$137.6K2026-10-29
Claro Advisors Inc.
DECREASED22,45223,194-742-3%$455.0K$438.8K-$16.1K2026-11-02
Brown Financial Advisory
UNCHANGED21,54921,54900%$422.7K$421.2K-$1.5K2026-11-05
Phillip James Consulting Co.
NEW21,486—+21,486——$419.9K—2026-11-03
Onyx Bridge Wealth Group LLC
DECREASED20,36022,502-2,142-10%$441.4K$397.9K-$43.4K2026-10-16
Glass Jacobson Investment Advisors llc
UNCHANGED19,94019,94000%$391.1K$389.7K-$1.4K2026-10-26
Sigma Investment Counselors Inc
INCREASED19,89018,094+1,796+10%$354.9K$388.8K+$33.8K2026-10-27
Seek First Inc.
DECREASED19,64620,607-961-5%$404.2K$384.0K-$20.2K2026-10-27
Independent Financial Group, LLC
DECREASED19,18519,972-787-4%$391.8K$375.0K-$16.8K2026-10-13
Advisory Solutions Group, LLC
NEW18,374—+18,374——$359.1K—2026-10-14
Legacy Wealth Management, LLC / MS
DECREASED17,53618,058-522-3%$354.2K$342.7K-$11.5K2026-10-30
Oppenheimer & Co Inc
INCREASED16,72515,346+1,379+9%$301.0K$326.9K+$25.9K2026-10-26
Signature Estate & Investment Advisors LLC
UNCHANGED16,45716,45700%$322.8K$321.7K-$1.2K2026-10-13
RMR Wealth Builders
INCREASED16,36613,865+2,501+18%$272.0K$319.9K+$47.9K2026-10-22
Benchmark Financial Wealth Advisors, LLC
NEW15,760—+15,760——$308.0K—2026-10-20
Legacy Wealth Partners, LLC
INCREASED14,99813,643+1,355+10%$267.6K$293.1K+$25.5K2026-10-15
Pinnacle Bancorp, Inc.
UNCHANGED14,58914,58900%$286.2K$285.1K-$1.0K2026-10-21
Tennessee Valley Asset Management Partners
NEW14,554—+14,554——$284.5K—2026-11-03
Larson Financial Group LLC
DECREASED14,43716,824-2,387-14%$330.0K$282.2K-$47.8K2026-11-05
Midwest Trust Co
INCREASED14,37314,142+231+2%$277.4K$280.9K+$3.5K2026-10-22
Wespac Advisors, LLC
DECREASED14,33714,523-186-1%$284.9K$280.2K-$4.7K2026-10-26
Axxcess Wealth Management, LLC
INCREASED14,22913,374+855+6%$262.3K$278.1K+$15.8K2026-10-21
McCarley & Cook Financial Planners
INCREASED13,95513,921+34+0%$273.1K$272.8K-$2972026-10-21
ASL Financial, LLC
UNCHANGED13,54013,54000%$265.6K$264.6K-$9482026-10-15
Davenport & Co LLC
DECREASED13,43118,273-4,842-26%$358.4K$262.5K-$95.9K2026-10-14
Berkshire Money Management, Inc.
UNCHANGED13,00413,00400%$255.1K$254.2K-$9102026-10-21
Tabr Capital Management, LLC
DECREASED12,72112,908-187-1%$253.2K$248.6K-$4.6K2026-10-20
Capital Investment Advisory Services, LLC
INCREASED12,66612,657+9+0%$248.3K$247.6K-$7082026-10-30
Indivisible Partners
INCREASED12,50612,401+105+1%$243.2K$244.4K+$1.2K2026-10-26
Somerset Trust Co
NEW12,276—+12,276——$239.9K—2026-10-13
First Horizon Corp
DECREASED12,19015,180-2,990-20%$297.8K$238.3K-$59.5K2026-10-26
SigFig Wealth Management, LLC
DECREASED12,16812,511-343-3%$245.4K$237.8K-$7.6K2026-10-07
US Bancorp \de\
UNCHANGED12,06412,06400%$236.6K$235.8K-$8442026-11-05
Beaumont Financial Advisors, LLC
INCREASED11,88211,782+100+1%$231.1K$232.2K+$1.1K2026-10-22
D.A. Davidson & Co.
INCREASED11,87410,429+1,445+14%$204.6K$232.1K+$27.5K2026-10-28
RFG Advisory, LLC
UNCHANGED11,82511,82500%$232.0K$231.1K-$8282026-11-03
4J Wealth Management LLC
UNCHANGED11,74011,74000%$230.3K$229.5K-$8222026-11-02
Krilogy Financial LLC
NEW11,620—+11,620——$227.6K—2026-10-13
Nautilus Advisors LLC
UNCHANGED11,51611,51600%$226.2K$225.1K-$1.1K2026-10-07
Jacobi Capital Management LLC
NEW11,400—+11,400——$222.8K—2026-11-05
Foundry Financial Group, Inc.
UNCHANGED11,35811,35800%$222.8K$222.0K-$7952026-10-28
FC Advisory LLC
INCREASED11,33611,217+119+1%$220.0K$221.6K+$1.6K2026-10-05
Resonant Capital Advisors, LLC
UNCHANGED11,25911,25900%$220.8K$220.1K-$7882026-10-15
Intrua Financial, LLC
NEW10,468—+10,468——$204.6K—2026-10-28
Integris Wealth Management, LLC
INCREASED10,42410,314+110+1%$202.3K$203.7K+$1.4K2026-10-14
Leo Wealth, LLC
NEW10,142—+10,142——$198.2K—2026-10-26
IFP Advisors, Inc
INCREASED8,8197,894+925+12%$154.8K$172.4K+$17.5K2026-10-16
Provenance Wealth Advisors, LLC
UNCHANGED7,8287,82800%$153.5K$153.0K-$5482026-10-30
Latitude Advisors, LLC
DECREASED7,51710,057-2,540-25%$197.3K$146.9K-$50.3K2026-10-27
Eastern Bank
UNCHANGED6,0786,07800%$119.2K$118.8K-$4252026-10-05
United Community Bank
UNCHANGED5,5005,50000%$107.9K$107.5K-$3852026-10-28
GS Investments, Inc.
UNCHANGED4,3754,37500%$85.8K$85.5K-$3072026-11-05
Assetmark, Inc
DECREASED4,1774,365-188-4%$85.6K$81.6K-$4.0K2026-10-21
Marquette Asset Management, LLC
UNCHANGED4,1064,10600%$80.5K$80.3K-$2882026-10-09
Sarver Vrooman Wealth Advisors
UNCHANGED3,2123,21200%$63.1K$62.8K-$2722026-10-01
Caldwell Trust Co
UNCHANGED2,2962,29600%$45.0K$44.9K-$1612026-10-30
West Branch Capital LLC
INCREASED2,0732,051+22+1%$40.2K$40.5K+$2852026-10-20
1620 Investment Advisors, Inc.
INCREASED1,8351,250+585+47%$24.5K$35.9K+$11.3K2026-11-04
Davis Capital Management
DECREASED1,5571,558-10%$30.6K$30.4K-$1282026-10-08
Harbor Investment Advisory, LLC
INCREASED1,5501,350+200+15%$26.5K$30.3K+$3.8K2026-10-13
CX Institutional
INCREASED1,5301,514+16+1%$30$30$02026-10-02
GHP Investment Advisors, Inc.
UNCHANGED1,5251,52500%$29.9K$29.8K-$1062026-10-15
Rossby Financial, LCC
NEW1,438—+1,438——$28.1K—2026-11-05
Aspect Partners, LLC
UNCHANGED1,0281,02800%$20.2K$20.1K-$722026-10-20
First Bancorp, Inc
INCREASED1,008891+117+13%$17.5K$19.7K+$2.2K2026-10-26
City State Bank
UNCHANGED1,0081,00800%$19.8K$19.7K-$712026-10-20
Gamma Investing LLC
INCREASED983760+223+29%$14.9K$19.2K+$4.3K2026-10-08
Westside Investment Management, Inc.
UNCHANGED78778700%$15.4K$15.4K-$482026-11-02
Lanark Financial, Inc.
INCREASED782697+85+12%$13.7K$15.3K+$1.6K2026-10-26
Financial Consulate, Inc
NEW673—+673——$13.2K—2026-10-23
DiNuzzo Private Wealth, Inc.
UNCHANGED55555500%$10.9K$10.8K-$392026-10-16
Signature Equity Partners, LLC
NEW467—+467——$9.1K—2026-10-29
Armstrong Advisory Group, Inc
DECREASED4187,418-7,000-94%$145.5K$8.2K-$137.3K2026-10-09
Ascentis Independent Advisors
NEW387—+387——$7.6K—2026-11-03
Creative Financial Designs Inc
DECREASED293336-43-13%$6.6K$5.7K-$8662026-11-04
First Premier Bank
UNCHANGED20520500%$4$4$02026-10-13
Evolution Wealth Management Inc.
UNCHANGED10210200%$2.0K$2.0K-$72026-10-28
Ashton Thomas Private Wealth, LLC
UNCHANGED666600%$1.3K$1.3K-$52026-11-03
Proathlete Wealth Management LLC
UNCHANGED484800%$941$948+$72026-10-15
G2 Capital Management, LLC / OH
CLOSED086,519-86,519-100%$1.7M$0-$1.7M2026-10-23
Newport Capital Group, LLC
CLOSED082,409-82,409-100%$1.6M$0-$1.6M2026-10-16
Richmond Investment Services, LLC
CLOSED071,745-71,745-100%$1.4M$0-$1.4M2026-10-29
Cynosure Group, LLC
CLOSED039,123-39,123-100%$767.4K$0-$767.4K2026-11-03
Wedmont Private Capital
CLOSED027,905-27,905-100%$548.1K$0-$548.1K2026-10-09
Apeiron RIA LLC
CLOSED027,082-27,082-100%$531.2K$0-$531.2K2026-10-08
Manchester Financial Inc
CLOSED023,562-23,562-100%$462.2K$0-$462.2K2026-10-15
SteelPeak Wealth, LLC
CLOSED019,981-19,981-100%$391.9K$0-$391.9K2026-10-16
World Equity Group, Inc.
CLOSED018,255-18,255-100%$358.1K$0-$358.1K2026-10-14
Iron Financial LLC
CLOSED016,694-16,694-100%$327.5K$0-$327.5K2026-10-23
WealthCare Asset Management, LLC
CLOSED016,010-16,010-100%$314.0K$0-$314.0K2026-10-26
Kaydan Wealth Management, Inc.
CLOSED012,287-12,287-100%$241.0K$0-$241.0K2026-10-08
Blueprint Investment Partners LLC
CLOSED011,989-11,989-100%$235.2K$0-$235.2K2026-10-28
Blueprint Financial Advisors LLC
CLOSED011,989-11,989-100%$235.2K$0-$235.2K2026-10-28
RIA Advisory Group LLC
CLOSED011,839-11,839-100%$232.2K$0-$232.2K2026-10-15
Souders Financial Advisors
CLOSED011,527-11,527-100%$226.1K$0-$226.1K2026-11-03
Venture Visionary Partners LLC
CLOSED011,431-11,431-100%$224.2K$0-$224.2K2026-10-07
BankPlus Wealth Management LLC
CLOSED010,411-10,411-100%$204.2K$0-$204.2K2026-10-13
Obsidian CIO, LLC
CLOSED08,693-8,693-100%$170.5K$0-$170.5K2026-11-05
Gill Capital Partners, LLC
CLOSED05,060-5,060-100%$99.3K$0-$99.3K2026-10-13
AdvisorNet Financial, Inc
CLOSED04,061-4,061-100%$79.7K$0-$79.7K2026-10-15
International Assets Investment Management, LLC
CLOSED02,872-2,872-100%$56.3K$0-$56.3K2026-11-02
AlphaCore Capital LLC
CLOSED01,662-1,662-100%$32.6K$0-$32.6K2026-11-04
Morgan Stanley
N/A—10,263,779-10,263,779-100%$201.3M———
UBS Group AG
N/A—7,688,698-7,688,698-100%$150.8M———
LPL Financial LLC
N/A—7,504,308-7,504,308-100%$147.2M———
Wells Fargo & Company
N/A—7,083,981-7,083,981-100%$139.0M———
Raymond James Financial Inc
N/A—6,235,176-6,235,176-100%$122.3M———
Bank of America Corp
N/A—5,750,292-5,750,292-100%$112.8M———
Invesco Ltd.
N/A—4,001,961-4,001,961-100%$78.5M———
MAI Capital Management
N/A—3,152,593-3,152,593-100%$61.8M———
Bluespring Wealth Management, LLC
N/A—2,704,348-2,704,348-100%$53.0M———
Royal Bank of Canada
N/A—2,619,846-2,619,846-100%$51.4M———
MML Investors Services, LLC
N/A—2,188,800-2,188,800-100%$42.9M———
Davis R M Inc
N/A—1,794,655-1,794,655-100%$35.2M———
Osaic Holdings, Inc.
N/A—1,603,181-1,603,181-100%$31.5M———
Atlantic Union Bankshares Corp
N/A—1,416,854-1,416,854-100%$27.8M———
Hills Bank & Trust Co
N/A—1,390,074-1,390,074-100%$27.3M———
Anchor Investment Management, LLC
N/A—1,282,426-1,282,426-100%$25.2M———
Baird Financial Group, Inc.
N/A—1,209,315-1,209,315-100%$23.7M———
Stifel Financial Corp
N/A—1,181,763-1,181,763-100%$23.2M———
Ameriprise Financial Inc
N/A—1,180,862-1,180,862-100%$23.1M———
Envestnet Asset Management Inc
N/A—1,167,849-1,167,849-100%$22.9M———
Cetera Investment Advisers
N/A—1,093,397-1,093,397-100%$21.4M———
Arax Advisory Partners
N/A—816,899-816,899-100%$16.0M———
Captrust Financial Advisors
N/A—783,227-783,227-100%$15.4M———
Jones Financial Companies Lllp
N/A—699,006-699,006-100%$13.7M———
NewEdge Advisors, LLC
N/A—689,176-689,176-100%$13.5M———
Janney Montgomery Scott LLC
N/A—688,848-688,848-100%$13.5M———
Goepper Burkhardt LLC
N/A—673,502-673,502-100%$13.2M———
Legacy Financial Group LLC
N/A—567,953-567,953-100%$11.1M———
Kickstand Ventures, Llc.
N/A—544,302-544,302-100%$10.7M———
Sanctuary Advisors, LLC
N/A—507,092-507,092-100%$9.9M———
HighTower Advisors, LLC
N/A—421,872-421,872-100%$8.3M———
Colonial Trust Advisors
N/A—420,248-420,248-100%$8.2M———
Genesis Wealth Advisors, LLC
N/A—392,529-392,529-100%$7.7M———
Clearstead Advisors, LLC
N/A—374,352-374,352-100%$7.3M———
ProVise Management Group, LLC
N/A—373,259-373,259-100%$7.3M———
Private Advisor Group, LLC
N/A—361,348-361,348-100%$7.1M———
FCA Corp
N/A—354,985-354,985-100%$7.0M———
Cvfg LLC
N/A—324,030-324,030-100%$6.4M———
Beacon Pointe Advisors, LLC
N/A—315,330-315,330-100%$6.2M———
Kintra Wealth, LLC
N/A—311,668-311,668-100%$6.1M———
Odyssey Group, LLC
N/A—304,556-304,556-100%$6.0M———
Morton Community Bank
N/A—301,089-301,089-100%$5.9M———
Paradiem, LLC
N/A—287,063-287,063-100%$5.6M———
Equitable Holdings, Inc.
N/A—273,413-273,413-100%$5.4M———
Integrated Wealth Concepts LLC
N/A—267,601-267,601-100%$5.2M———
&partners
N/A—255,014-255,014-100%$5.0M———
Webster Bank, N. A.
N/A—252,337-252,337-100%$4.9M———
EP Wealth Advisors, LLC
N/A—238,572-238,572-100%$4.7M———
Colonial Trust Co / SC
N/A—232,293-232,293-100%$4.6M———
Geneos Wealth Management Inc.
N/A—230,969-230,969-100%$4.5M———
Northwestern Mutual Wealth Management Co
N/A—229,738-229,738-100%$4.5M———
Summit Financial, LLC
N/A—228,533-228,533-100%$4.5M———
Ellevest, Inc.
N/A—223,740-223,740-100%$4.4M———
Coastal Bridge Advisors, LLC
N/A—213,101-213,101-100%$4.2M———
Guardian Wealth Advisors, LLC / NC
N/A—202,489-202,489-100%$4.0M———
Savvy Advisors, Inc.
N/A—194,334-194,334-100%$3.8M———
Novare Capital Management LLC
N/A—194,238-194,238-100%$3.8M———
Berger Financial Group, Inc
N/A—192,644-192,644-100%$3.8M———
Waverly Advisors, LLC
N/A—183,336-183,336-100%$3.6M———
Allworth Financial LP
N/A—166,066-166,066-100%$3.3M———
Rothschild Wealth LLC
N/A—152,081-152,081-100%$3.0M———
Gladstone Institutional Advisory LLC
N/A—149,681-149,681-100%$2.9M———
TFR Capital, Llc.
N/A—149,413-149,413-100%$2.9M———
Ark Wealth Advisors LLC
N/A—144,351-144,351-100%$2.8M———
Huntington National Bank
N/A—135,037-135,037-100%$2.6M———
Stephens Inc
N/A—113,948-113,948-100%$2.2M———
Steward Partners Investment Advisory, LLC
N/A—112,858-112,858-100%$2.2M———
Oder Investment Management, LLC
N/A—102,356-102,356-100%$2.0M———
Roundview Capital LLC
N/A—97,750-97,750-100%$1.9M———
OneDigital Investment Advisors LLC
N/A—92,055-92,055-100%$1.8M———
Harbour Investments, Inc.
N/A—86,535-86,535-100%$1.7M———
Hanover Advisors Inc
N/A—84,509-84,509-100%$1.7M———
Addison Advisors LLC
N/A—80,576-80,576-100%$1.6M———
Leavell Investment Management, Inc.
N/A—80,109-80,109-100%$1.6M———
Gambit Capital Management, LLC
N/A—80,074-80,074-100%$1.6M———
Aptus Capital Advisors, LLC
N/A—77,939-77,939-100%$1.5M———
IHT Wealth Management, LLC
N/A—77,785-77,785-100%$1.5M———
Everpar Advisors LLC
N/A—76,599-76,599-100%$1.5M———
Opus Financial Solutions LLC
N/A—73,799-73,799-100%$1.4M———
Heritage Trust Co
N/A—73,339-73,339-100%$1.4M———
ArborFi Advisors, LLC
N/A—72,314-72,314-100%$1.4M———
River Wealth Advisors LLC
N/A—66,365-66,365-100%$1.3M———
Keel Point, LLC
N/A—63,710-63,710-100%$1.2M———
RPg Family Wealth Advisory, LLC
N/A—61,668-61,668-100%$1.2M———
Astoria Portfolio Advisors Llc.
N/A—58,787-58,787-100%$1.2M———
Vista Investment Management
N/A—57,840-57,840-100%$1.1M———
Mariner, LLC
N/A—56,733-56,733-100%$1.1M———
Modern Wealth Management, LLC
N/A—55,969-55,969-100%$1.1M———
IMA Advisory Services, Inc.
N/A—54,945-54,945-100%$1.1M———
Belpointe Asset Management LLC
N/A—54,591-54,591-100%$1.1M———
Shufro Rose & Co LLC
N/A—52,737-52,737-100%$1.0M———
Kovack Advisors, Inc.
N/A—51,454-51,454-100%$1.0M———
Ruggiero Investments, Inc.
N/A—51,364-51,364-100%$1.0M———
Advisory Services Network, LLC
N/A—49,846-49,846-100%$977.7K———
Capital Analysts, LLC
N/A—49,776-49,776-100%$956.0K———
Vantage Point Financial LLC
N/A—48,654-48,654-100%$954.4K———
Brown Advisory Inc
N/A—47,819-47,819-100%$938.0K———
Old Mission Capital LLC
N/A—47,084-47,084-100%$923.6K———
Koss-Olinger Consulting, LLC
N/A—46,715-46,715-100%$916.3K———
Flow Traders U.S. LLC
N/A—41,557-41,557-100%$815.0K———
Strathmore Capital Advisors, Inc.
N/A—41,335-41,335-100%$809.8K———
Proficio Capital Partners LLC
N/A—39,531-39,531-100%$775.4K———
Vermillion & White Wealth Management Group, LLC
N/A—39,306-39,306-100%$771.0K———
HRT Financial LP
N/A—38,044-38,044-100%$746.0K———
Migdal Insurance & Financial Holdings Ltd.
N/A—37,230-37,230-100%$730.3K———
Principal Securities, Inc.
N/A—37,164-37,164-100%$729.0K———
Mercer Global Advisors Inc
N/A—37,010-37,010-100%$726.0K———
Arkadios Wealth Advisors
N/A—36,912-36,912-100%$724.0K———
JPMorgan Chase & Co
N/A—33,456-33,456-100%$656.3K———
Foundations Investment Advisors, LLC
N/A—28,411-28,411-100%$557.3K———
HighPoint Advisor Group LLC
N/A—27,627-27,627-100%$541.9K———
Kinetic Wealth Investment Advisors LLC
N/A—27,578-27,578-100%$540.9K———
Axis Wealth Partners, LLC
N/A—27,470-27,470-100%$538.8K———
United Capital Financial Advisors, LLC
N/A—25,115-25,115-100%$492.5K———
Crews Bank & Trust
N/A—24,795-24,795-100%$486.4K———
Arete Wealth Advisors, LLC
N/A—24,725-24,725-100%$485.1K———
Citadel Advisors LLC
N/A—24,219-24,219-100%$475.1K———
Jaffetilchin Investment Partners, LLC
N/A—23,053-23,053-100%$452.2K———
Ausdal Financial Partners, Inc.
N/A—22,522-22,522-100%$441.8K———
Focus Partners Advisor Solutions, LLC
N/A—22,513-22,513-100%$441.6K———
Western Wealth Management, LLC
N/A—22,500-22,500-100%$441.3K———
PNC Financial Services Group, Inc.
N/A—22,244-22,244-100%$436.3K———
Cary Street Partners Financial LLC
N/A—20,975-20,975-100%$411.4K———
Valmark Advisers, Inc.
N/A—20,082-20,082-100%$393.9K———
Hobbs Group Advisors, LLC
N/A—18,912-18,912-100%$371.0K———
BankPlus Trust Department
N/A—18,728-18,728-100%$367.4K———
Compton Financial Group, LLC
N/A—18,597-18,597-100%$364.8K———
Wealthspire Retirement, LLC
N/A—18,350-18,350-100%$360.5K———
Potomac Fund Management Inc
N/A—18,262-18,262-100%$358.2K———
CIBC World Market Inc.
N/A—17,800-17,800-100%$349.1K———
Level Four Advisory Services, LLC
N/A—17,681-17,681-100%$346.8K———
Nalls Sherbakoff Group, LLC
N/A—17,187-17,187-100%$337.1K———
Dover Advisors, LLC
N/A—16,051-16,051-100%$316.8K———
Baron Silver Stevens Financial Advisors, LLC
N/A—15,408-15,408-100%$302.2K———
Savant Capital, LLC
N/A—15,274-15,274-100%$299.6K———
Beto Financial Group, LLC
N/A—14,979-14,979-100%$293.4K———
Financial Life Planners
N/A—14,676-14,676-100%$287.9K———
McElhenny Sheffield Capital Management, LLC
N/A—14,486-14,486-100%$284.1K———
Stratos Wealth Partners, Ltd.
N/A—13,768-13,768-100%$270.1K———
Wealth Advisors of Iowa, LLC
N/A—13,745-13,745-100%$269.6K———
LaSalle St. Investment Advisors, LLC
N/A—13,277-13,277-100%$260.4K———
Vestmark Advisory Solutions, Inc.
N/A—13,149-13,149-100%$257.9K———
Van Hulzen Asset Management, LLC
N/A—11,578-11,578-100%$227.1K———
Rialto Wealth Management, LLC
N/A—11,465-11,465-100%$224.9K———
Regal Investment Advisors LLC
N/A—11,237-11,237-100%$220.4K———
Sequoia Financial Advisors, LLC
N/A—11,027-11,027-100%$216.3K———
World Investment Advisors
N/A—11,007-11,007-100%$216.0K———
Three Cord True Wealth Management, LLC
N/A—10,862-10,862-100%$213.1K———
CreativeOne Wealth, LLC
N/A—10,834-10,834-100%$212.5K———
Denver Wealth Management, Inc.
N/A—10,831-10,831-100%$212.5K———
Benjamin Edwards Inc
N/A—10,826-10,826-100%$212.3K———
IFG Advisory, LLC
N/A—10,783-10,783-100%$211.5K———
Truvestments Capital LLC
N/A—10,740-10,740-100%$210.7K———
WCG Wealth Advisors LLC
N/A—10,598-10,598-100%$207.9K———
Morris Financial Concepts, Inc.
N/A—10,122-10,122-100%$198.5K———
Sun Financial Inc
N/A—10,121-10,121-100%$198.7K———
JPL Wealth Management, LLC
N/A—9,307-9,307-100%$182.6K———
HM Payson & Co
N/A—8,085-8,085-100%$158.6K———
Global Retirement Partners, LLC
N/A—5,672-5,672-100%$111.3K———
Cbiz Investment Advisory Services, LLC
N/A—4,269-4,269-100%$83.8K———
Alerus Financial NA
N/A—3,830-3,830-100%$75.1K———
Ancora Advisors LLCA
N/A—3,568-3,568-100%$70.0K———
Keating Financial Advisory Services, Inc.
N/A—3,379-3,379-100%$66.3K———
Topsail Wealth Management, LLC
N/A—3,035-3,035-100%$59.5K———
FMR LLC
N/A—2,254-2,254-100%$44.2K———
Smithfield Trust Co
N/A—1,073-1,073-100%$20———
Hantz Financial Services, Inc.
N/A—1,066-1,066-100%$21.0K———
Ameritas Investment Partners, Inc.
N/A—901-901-100%$17.7K———
Bank of Montreal
N/A—650-650-100%$12.8K———
O'shaughnessy Asset Management, LLC
N/A—580-580-100%$11.4K———
Rockefeller Capital Management L.P.
N/A—520-520-100%$10.2K———
BFC Planning, Inc.
N/A—272-272-100%$5.3K———
AE Wealth Management LLC
N/A—269-269-100%$5.3K———
Imprint Wealth LLC
N/A—117-117-100%$2.3K———
Showing 427 of 427 institutions