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Invesco Bulletshares 2026 CB (BSCQ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Lido Advisors, LLC
DECREASED
Shares36,151,688 from 48,086,592
Change-11,934,904 (-25%)
Value$705.7M (-$233.2M)
Filed 2026-11-04
LPL Financial LLC
DECREASED
Shares6,578,424 from 7,448,624
Change-870,200 (-12%)
Value$128.4M (-$17.0M)
Filed 2026-11-06
St. Louis Financial Planners Asset Management, LLC
INCREASED
Shares2,763,842 from 2,683,625
Change+80,217 (+3%)
Value$54.1M (+$1.6M)
Filed 2026-10-16
Tlwm
INCREASED
Shares1,868,159 from 1,734,607
Change+133,552 (+8%)
Value$36.5M (+$2.6M)
Filed 2026-10-09
Moneco Advisors, LLC
INCREASED
Shares1,516,819 from 1,431,523
Change+85,296 (+6%)
Value$29.6M (+$1.7M)
Filed 2026-11-05
Brookstone Capital Management
DECREASED
Shares1,428,658 from 1,446,072
Change-17,414 (-1%)
Value$27.9M (-$347.1K)
Filed 2026-10-22
Hudson Capital Management LLC
INCREASED
Shares1,357,555 from 1,326,191
Change+31,364 (+2%)
Value$26.5M (+$605.6K)
Filed 2026-10-20
Asset Dedication, LLC
INCREASED
Shares1,332,370 from 1,313,287
Change+19,083 (+1%)
Value$26.0M (+$365.9K)
Filed 2026-11-03
Clark Asset Management, LLC
INCREASED
Shares1,245,307 from 1,172,878
Change+72,429 (+6%)
Value$24.3M (+$1.4M)
Filed 2026-10-19
Kirr Marbach & Co LLC
DECREASED
Shares947,721 from 985,723
Change-38,002 (-4%)
Value$18.5M (-$746.7K)
Filed 2026-10-20
Thrivent Financial for Lutherans
DECREASED
Shares856,916 from 862,443
Change-5,527 (-1%)
Value$16.7M (-$112.0K)
Filed 2026-11-05
Cornerstone Wealth Management, LLC
INCREASED
Shares778,723 from 776,783
Change+1,940 (+0%)
Value$15.2M (+$34.0K)
Filed 2026-11-04
Kestra Advisory Services, LLC
DECREASED
Shares744,741 from 1,013,481
Change-268,740 (-27%)
Value$14.5M (-$5.3M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares666,863 from 692,406
Change-25,543 (-4%)
Value$13.0M (-$502.1K)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
INCREASED
Shares601,465 from 598,395
Change+3,070 (+1%)
Value$11.7M (+$56.9K)
Filed 2026-11-06
IFS Advisors, LLC
DECREASED
Shares594,339 from 766,729
Change-172,390 (-22%)
Value$11.6M (-$3.4M)
Filed 2026-10-14
BCS Wealth Management
DECREASED
Shares513,289 from 529,635
Change-16,346 (-3%)
Value$10.0M (-$321.7K)
Filed 2026-11-03
Evexia Wealth LLC
INCREASED
Shares511,408 from 492,437
Change+18,971 (+4%)
Value$10.0M (+$355.3K)
Filed 2026-11-05
Lantz Financial LLC
INCREASED
Shares493,466 from 488,002
Change+5,464 (+1%)
Value$9.6M (+$104.2K)
Filed 2026-10-15
Hengehold Capital Management LLC
INCREASED
Shares492,519 from 488,624
Change+3,895 (+1%)
Value$9.6M (+$73.6K)
Filed 2026-10-16
Straight Path Wealth Management
DECREASED
Shares486,919 from 501,253
Change-14,334 (-3%)
Value$9.5M (-$282.3K)
Filed 2026-10-23
Sound Stewardship, LLC
INCREASED
Shares440,723 from 432,397
Change+8,326 (+2%)
Value$8.6M (+$160.4K)
Filed 2026-10-14
J. Team Financial, Inc.
INCREASED
Shares426,251 from 382,119
Change+44,132 (+12%)
Value$8.3M (+$859.5K)
Filed 2026-11-03
Capstone Wealth Management Group, LLC
NEW
Shares426,155
Change+426,155
Value$8.3M
Filed 2026-11-05
Krilogy Financial LLC
INCREASED
Shares419,371 from 403,209
Change+16,162 (+4%)
Value$8.2M (+$324.0K)
Filed 2026-10-13
Matthew Goff Investment Advisor, LLC
DECREASED
Shares372,630 from 476,260
Change-103,630 (-22%)
Value$7.3M (-$2.0M)
Filed 2026-10-13
Milestone Asset Management, LLC
INCREASED
Shares371,135 from 356,227
Change+14,908 (+4%)
Value$7.2M (+$289.2K)
Filed 2026-10-15
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares366,184 from 457,462
Change-91,278 (-20%)
Value$7.1M (-$1.8M)
Filed 2026-11-02
Cornerstone Planning, LLC
INCREASED
Shares365,700 from 363,171
Change+2,529 (+1%)
Value$7.1M (+$48.9K)
Filed 2026-10-27
Steel Grove Capital Advisors, LLC
INCREASED
Shares364,094 from 356,219
Change+7,875 (+2%)
Value$7.1M (+$151.9K)
Filed 2026-10-13
Verdence Capital Advisors LLC
INCREASED
Shares354,118 from 11,800
Change+342,318 (+2901%)
Value$6.9M (+$6.7M)
Filed 2026-10-26
Carroll Advisory Group, LLC
INCREASED
Shares345,865 from 303,898
Change+41,967 (+14%)
Value$6.8M (+$817.7K)
Filed 2026-10-16
Parr Mcknight Wealth Management Group, LLC
INCREASED
Shares329,613 from 320,002
Change+9,611 (+3%)
Value$6.4M (+$186.0K)
Filed 2026-10-30
AA Financial Advisors, LLC
DECREASED
Shares322,222 from 322,367
Change-145 (0%)
Value$6.3M (-$4.5K)
Filed 2026-10-19
Howard Wealth Management, LLC
INCREASED
Shares304,759 from 304,444
Change+315 (+0%)
Value$5.9M (+$4.6K)
Filed 2026-10-28
Farnam Financial LLC
INCREASED
Shares303,938 from 302,300
Change+1,638 (+1%)
Value$5.9M (+$41.1K)
Filed 2026-10-21
Trilogy Capital Inc.
INCREASED
Shares302,450 from 289,316
Change+13,134 (+5%)
Value$5.9M (+$254.9K)
Filed 2026-10-20
Ledgewood Wealth Advisors, LLC
DECREASED
Shares298,366 from 317,739
Change-19,373 (-6%)
Value$5.8M (-$379.7K)
Filed 2026-10-09
NorthAvenue LLC
INCREASED
Shares255,214 from 249,634
Change+5,580 (+2%)
Value$5.0M (+$107.7K)
Filed 2026-10-29
Allworth Financial LP
INCREASED
Shares243,027 from 242,409
Change+618 (+0%)
Value$4.7M (+$12.1K)
Filed 2026-11-06
Livet Wealth, LLC
DECREASED
Shares227,869 from 238,141
Change-10,272 (-4%)
Value$4.4M (-$201.7K)
Filed 2026-10-27
AlphaStar Capital Management, LLC
INCREASED
Shares215,310 from 204,144
Change+11,166 (+5%)
Value$4.2M (+$216.9K)
Filed 2026-10-16
Vaughan David Investments LLC
DECREASED
Shares213,902 from 244,151
Change-30,249 (-12%)
Value$4.2M (-$592.0K)
Filed 2026-11-05
CRA Financial Services, LLC
DECREASED
Shares211,310 from 222,355
Change-11,045 (-5%)
Value$4.1M (-$216.7K)
Filed 2026-10-16
Legacy Private Trust Co.
DECREASED
Shares206,455 from 606,633
Change-400,178 (-66%)
Value$4.0M (-$7.8M)
Filed 2026-10-06
Tenon Financial LLC
INCREASED
Shares205,382 from 200,257
Change+5,125 (+3%)
Value$4.0M (+$99.0K)
Filed 2026-10-14
Prospera Financial Services Inc
INCREASED
Shares200,989 from 189,873
Change+11,116 (+6%)
Value$3.9M (+$215.9K)
Filed 2026-11-04
Pacific Wealth Strategies Group, Inc.
INCREASED
Shares199,824 from 186,119
Change+13,705 (+7%)
Value$3.9M (+$266.6K)
Filed 2026-11-02
Infinity Wealth Counsel, LLC
INCREASED
Shares182,868 from 181,138
Change+1,730 (+1%)
Value$3.6M (+$32.9K)
Filed 2026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares174,110 from 175,391
Change-1,281 (-1%)
Value$3.4M (-$25.9K)
Filed 2026-10-27
Horizons Wealth Management
NEW
Shares169,753
Change+169,753
Value$3.3M
Filed 2026-10-05
J.W. Cole Advisors, Inc.
INCREASED
Shares166,409 from 165,212
Change+1,197 (+1%)
Value$3.2M (+$22.5K)
Filed 2026-11-05
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares160,141 from 158,956
Change+1,185 (+1%)
Value$3.1M (+$22.3K)
Filed 2026-10-29
Carnegie Investment Counsel
DECREASED
Shares154,812 from 170,857
Change-16,045 (-9%)
Value$3.0M (-$314.1K)
Filed 2026-10-20
Key FInancial Inc
DECREASED
Shares144,518 from 154,429
Change-9,911 (-6%)
Value$2.8M (-$194.2K)
Filed 2026-11-02
Sunbeam Capital Management, LLC
DECREASED
Shares137,205 from 139,024
Change-1,819 (-1%)
Value$2.7M (-$36.2K)
Filed 2026-11-05
Old Port Advisors
DECREASED
Shares134,744 from 144,821
Change-10,077 (-7%)
Value$2.6M (-$197.4K)
Filed 2026-10-23
Continuum Wealth Advisors, LLC
DECREASED
Shares134,484 from 134,690
Change-206 (0%)
Value$2.6M (-$4.7K)
Filed 2026-10-20
Clearstead Advisors, LLC
DECREASED
Shares134,043 from 155,388
Change-21,345 (-14%)
Value$2.6M (-$417.4K)
Filed 2026-11-06
Silverlake Wealth Management LLC
DECREASED
Shares130,797 from 141,070
Change-10,273 (-7%)
Value$2.6M (-$201.2K)
Filed 2026-10-21
Wagner Wealth Management, Corp
INCREASED
Shares126,777 from 117,101
Change+9,676 (+8%)
Value$2.5M (+$188.3K)
Filed 2026-10-20
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares126,686 from 127,702
Change-1,016 (-1%)
Value$2.5M (-$21.1K)
Filed 2026-10-13
Laurel Wealth Advisors LLC
DECREASED
Shares121,525 from 152,044
Change-30,519 (-20%)
Value$2.4M (-$596.5K)
Filed 2026-10-27
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares120,636 from 120,635
Change+1 (0%)
Value$2.4M (-$603)
Filed 2026-11-04
Opulen Financial Group LLC
DECREASED
Shares116,999 from 119,793
Change-2,794 (-2%)
Value$2.3M (-$55.1K)
Filed 2026-10-22
SFE Investment Counsel
DECREASED
Shares107,800 from 150,867
Change-43,067 (-29%)
Value$2.1M (-$841.4K)
Filed 2026-10-29
Redmond Asset Management, LLC
DECREASED
Shares105,474 from 105,653
Change-179 (0%)
Value$2.1M (-$4.0K)
Filed 2026-10-27
Semitam Bonam LLC
INCREASED
Shares101,998 from 97,252
Change+4,746 (+5%)
Value$2.0M (+$92.1K)
Filed 2026-10-27
HUB Investment Partners, LLC
DECREASED
Shares100,649 from 128,640
Change-27,991 (-22%)
Value$2.0M (-$547.0K)
Filed 2026-11-03
Atria Investments, Inc
DECREASED
Shares97,112 from 141,649
Change-44,537 (-31%)
Value$1.9M (-$870.1K)
Filed 2026-10-15
Redwood Financial Network Corp
DECREASED
Shares96,544 from 101,219
Change-4,675 (-5%)
Value$1.9M (-$91.8K)
Filed 2026-11-03
Pinnacle Financial Group, LLC / IL
INCREASED
Shares96,487 from 93,049
Change+3,438 (+4%)
Value$1.9M (+$66.6K)
Filed 2026-10-29
Beacon Financial Group
DECREASED
Shares94,957 from 95,805
Change-848 (-1%)
Value$1.9M (-$17.0K)
Filed 2026-10-19
Truist Financial Corp
DECREASED
Shares89,598 from 93,145
Change-3,547 (-4%)
Value$1.7M (-$69.7K)
Filed 2026-10-30
Accurate Wealth Management, LLC
DECREASED
Shares87,841 from 89,807
Change-1,966 (-2%)
Value$1.7M (-$39.8K)
Filed 2026-10-20
Butensky & Cohen Financial Security, Inc
INCREASED
Shares84,586 from 78,421
Change+6,165 (+8%)
Value$1.7M (+$119.9K)
Filed 2026-10-13
Creative Planning
DECREASED
Shares83,318 from 91,733
Change-8,415 (-9%)
Value$1.6M (-$164.7K)
Filed 2026-11-02
Schear Investment Advisers, LLC
NEW
Shares80,450
Change+80,450
Value$1.6M
Filed 2026-10-14
Tempo Wealth, LLC
DECREASED
Shares80,450 from 80,634
Change-184 (0%)
Value$1.6M (-$4.0K)
Filed 2026-10-14
Mission Wealth Management, LP
DECREASED
Shares78,556 from 91,470
Change-12,914 (-14%)
Value$1.5M (-$252.5K)
Filed 2026-10-15
Parallel Advisors, LLC
INCREASED
Shares76,822 from 51,763
Change+25,059 (+48%)
Value$1.5M (+$488.9K)
Filed 2026-11-03
Addison Advisors LLC
DECREASED
Shares74,951 from 78,481
Change-3,530 (-4%)
Value$1.5M (-$69.3K)
Filed 2026-11-06
Opus Financial Solutions LLC
INCREASED
Shares72,945 from 72,022
Change+923 (+1%)
Value$1.4M (+$17.7K)
Filed 2026-11-06
Wingate Wealth Advisors, Inc.
INCREASED
Shares71,871 from 71,513
Change+358 (+1%)
Value$1.4M (+$6.6K)
Filed 2026-10-26
Avior Wealth Management, LLC
DECREASED
Shares65,961 from 91,049
Change-25,088 (-28%)
Value$1.3M (-$490.2K)
Filed 2026-10-13
Ballew Advisors, Inc
DECREASED
Shares65,958 from 68,162
Change-2,204 (-3%)
Value$1.3M (-$44.1K)
Filed 2026-10-05
Farther Finance Advisors, LLC
DECREASED
Shares61,646 from 80,703
Change-19,057 (-24%)
Value$1.2M (-$372.4K)
Filed 2026-10-08
Kessler Investment Group, LLC
DECREASED
Shares60,615 from 60,890
Change-275 (0%)
Value$1.2M (-$5.7K)
Filed 2026-10-08
Tennessee Valley Asset Management Partners
INCREASED
Shares60,258 from 59,850
Change+408 (+1%)
Value$1.2M (+$7.7K)
Filed 2026-11-03
Whitener Capital Management, Inc.
INCREASED
Shares57,715 from 38,439
Change+19,276 (+50%)
Value$1.1M (+$376.1K)
Filed 2026-10-15
XY Planning Network, Inc.
INCREASED
Shares55,506 from 52,586
Change+2,920 (+6%)
Value$1.1M (+$56.7K)
Filed 2026-10-14
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares53,382 from 48,096
Change+5,286 (+11%)
Value$1.0M (+$103.0K)
Filed 2026-11-02
Diversify Advisory Services, LLC
DECREASED
Shares52,990 from 122,808
Change-69,818 (-57%)
Value$1.0M (-$1.4M)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares52,990 from 122,808
Change-69,818 (-57%)
Value$1.0M (-$1.4M)
Filed 2026-10-20
Strid Group, LLC
DECREASED
Shares50,029 from 60,258
Change-10,229 (-17%)
Value$976.6K (-$200.0K)
Filed 2026-10-28
Sawgrass Asset Management LLC
DECREASED
Shares49,043 from 50,268
Change-1,225 (-2%)
Value$957.3K (-$24.2K)
Filed 2026-11-03
Montag A & Associates Inc
DECREASED
Shares47,972 from 48,649
Change-677 (-1%)
Value$936.4K (-$13.5K)
Filed 2026-10-29
StoneX Group Inc.
INCREASED
Shares47,953 from 10,419
Change+37,534 (+360%)
Value$936.2K (+$732.8K)
Filed 2026-11-03
Cypress Wealth Services, LLC
INCREASED
Shares47,331 from 47,065
Change+266 (+1%)
Value$924.6K (+$5.7K)
Filed 2026-10-21
Western Financial Corp
DECREASED
Shares46,845 from 47,625
Change-780 (-2%)
Value$914.4K (-$15.5K)
Filed 2026-10-14
4Thought Financial Group Inc.
INCREASED
Shares45,982 from 45,841
Change+141 (+0%)
Value$897.6K (+$2.5K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares45,209 from 36,956
Change+8,253 (+22%)
Value$882.5K (+$160.9K)
Filed 2026-10-16
Yankcom Partnership
DECREASED
Shares43,165 from 44,564
Change-1,399 (-3%)
Value$842.6K (-$27.5K)
Filed 2026-10-15
Sentinel Pension Advisors, LLC
DECREASED
Shares41,585 from 46,013
Change-4,428 (-10%)
Value$811.7K (-$88.5K)
Filed 2026-11-02
Oliver Luxxe Assets LLC
DECREASED
Shares41,580 from 47,610
Change-6,030 (-13%)
Value$811.6K (-$117.9K)
Filed 2026-10-14
Fifth Third Bancorp
INCREASED
Shares41,322 from 39,614
Change+1,708 (+4%)
Value$806.6K (+$33.1K)
Filed 2026-11-05
First City Capital Management, Inc.
UNCHANGED
Shares41,021 from 41,021
Change0 (0%)
Value$800.7K (-$205)
Filed 2026-10-27
Cordatus Wealth Management LLC
DECREASED
Shares40,491 from 40,921
Change-430 (-1%)
Value$790.4K (-$8.6K)
Filed 2026-10-19
Signature Resources Capital Management, LLC
UNCHANGED
Shares39,841 from 39,841
Change0 (0%)
Value$777.7K (-$200)
Filed 2026-10-16
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED
Shares39,702 from 39,702
Change0 (0%)
Value$775.0K (-$199)
Filed 2026-10-15
Aspen Investment Management Inc
DECREASED
Shares38,690 from 39,775
Change-1,085 (-3%)
Value$755.0K (+$754.2K)
Filed 2026-11-05
Steele Capital Management, Inc.
DECREASED
Shares38,179 from 39,185
Change-1,006 (-3%)
Value$745.3K (-$19.8K)
Filed 2026-11-02
Gill Capital Partners, LLC
DECREASED
Shares37,946 from 183,258
Change-145,312 (-79%)
Value$740.7K (-$2.8M)
Filed 2026-10-13
Wealth Quarterback LLC
INCREASED
Shares37,418 from 33,310
Change+4,108 (+12%)
Value$730.4K (+$80.0K)
Filed 2026-10-20
Phillip James Consulting Co.
NEW
Shares36,761
Change+36,761
Value$717.6K
Filed 2026-11-03
NewCorp Financial Services, Inc.
INCREASED
Shares36,548 from 35,875
Change+673 (+2%)
Value$713.4K (+$13.0K)
Filed 2026-10-14
Towne Trust Company, N.a
UNCHANGED
Shares36,307 from 36,307
Change0 (0%)
Value$708.7K (-$181)
Filed 2026-10-28
SAX Wealth Advisors, LLC
DECREASED
Shares36,069 from 37,761
Change-1,692 (-4%)
Value$704.1K (-$33.4K)
Filed 2026-10-13
First Fiduciary Investment Counsel, Inc.
DECREASED
Shares33,886 from 35,011
Change-1,125 (-3%)
Value$661.0K (-$23.0K)
Filed 2026-10-27
Jm2 Capital Inc.
INCREASED
Shares33,239 from 32,818
Change+421 (+1%)
Value$648.8K (+$8.1K)
Filed 2026-10-14
IFP Advisors, Inc
INCREASED
Shares32,860 from 29,859
Change+3,001 (+10%)
Value$641.4K (+$58.4K)
Filed 2026-10-16
American Institute for Advanced Investment Management, LLP
DECREASED
Shares32,565 from 35,190
Change-2,625 (-7%)
Value$635.7K (-$51.4K)
Filed 2026-11-03
Claro Advisors Inc.
DECREASED
Shares32,046 from 35,930
Change-3,884 (-11%)
Value$625.5K (-$76.0K)
Filed 2026-11-02
RVW Wealth, LLC
INCREASED
Shares31,862 from 24,211
Change+7,651 (+32%)
Value$622.0K (+$149.2K)
Filed 2026-10-06
Globalt Investments LLC / GA
DECREASED
Shares31,705 from 32,477
Change-772 (-2%)
Value$618.9K (-$15.2K)
Filed 2026-10-27
SMI Advisory Services, LLC
DECREASED
Shares31,483 from 34,671
Change-3,188 (-9%)
Value$615.3K (-$62.1K)
Filed 2026-10-13
GS Investments, Inc.
UNCHANGED
Shares30,315 from 30,315
Change0 (0%)
Value$591.7K (-$151)
Filed 2026-11-05
Fusion Family Wealth, LLC
DECREASED
Shares30,280 from 2,356,940
Change-2,326,660 (-99%)
Value$591.1K (-$45.4M)
Filed 2026-11-02
Nations Financial Group Inc,
INCREASED
Shares29,992 from 24,781
Change+5,211 (+21%)
Value$585.5K (+$101.6K)
Filed 2026-11-05
First Command Advisory Services, Inc.
DECREASED
Shares29,168 from 41,962
Change-12,794 (-30%)
Value$569.4K (-$249.9K)
Filed 2026-11-05
Wealthcare Advisory Partners LLC
INCREASED
Shares28,981 from 28,868
Change+113 (+0%)
Value$565.7K (+$2.1K)
Filed 2026-10-21
VestGen Advisors, LLC
DECREASED
Shares27,925 from 30,021
Change-2,096 (-7%)
Value$545.1K (-$41.1K)
Filed 2026-10-27
Independence Bank of Kentucky
UNCHANGED
Shares27,413 from 27,413
Change0 (0%)
Value$535.1K (-$137)
Filed 2026-10-26
Global Financial Private Client, LLC
DECREASED
Shares26,621 from 27,708
Change-1,087 (-4%)
Value$519.6K (-$21.4K)
Filed 2026-10-15
Tassel Capital Management, Inc.
DECREASED
Shares26,510 from 26,864
Change-354 (-1%)
Value$517.5K (-$7.0K)
Filed 2026-10-20
Sensible Money, LLC
INCREASED
Shares26,503 from 23,698
Change+2,805 (+12%)
Value$517.3K (+$54.6K)
Filed 2026-10-20
Berkshire Money Management, Inc.
UNCHANGED
Shares26,453 from 26,453
Change0 (0%)
Value$516.4K (-$132)
Filed 2026-10-21
Capital Investment Advisors, LLC
DECREASED
Shares25,424 from 25,660
Change-236 (-1%)
Value$496.3K (-$4.7K)
Filed 2026-10-22
Ironwood Wealth Management, Llc.
DECREASED
Shares25,075 from 267,436
Change-242,361 (-91%)
Value$489.5K (-$4.7M)
Filed 2026-10-28
Park Avenue Securities LLC
DECREASED
Shares23,036 from 29,162
Change-6,126 (-21%)
Value$450.0K (-$119.0K)
Filed 2026-10-26
PNC Financial Services Group, Inc.
INCREASED
Shares22,930 from 18,570
Change+4,360 (+23%)
Value$447.6K (+$85.0K)
Filed 2026-11-06
Voisard Asset Management Group, Inc.
DECREASED
Shares22,883 from 26,801
Change-3,918 (-15%)
Value$446.7K (-$76.6K)
Filed 2026-10-13
Curbstone Financial Management Corp
DECREASED
Shares22,848 from 24,788
Change-1,940 (-8%)
Value$446.0K (-$38.0K)
Filed 2026-10-21
MGO One Seven LLC
DECREASED
Shares22,520 from 442,965
Change-420,445 (-95%)
Value$439.6K (-$8.2M)
Filed 2026-10-28
Valmark Advisers, Inc.
INCREASED
Shares21,742 from 21,552
Change+190 (+1%)
Value$424.4K (+$3.6K)
Filed 2026-11-06
Woodmont Investment Counsel LLC
UNCHANGED
Shares21,695 from 21,695
Change0 (0%)
Value$423.5K (-$109)
Filed 2026-10-29
Mirador Capital Partners LP
INCREASED
Shares21,598 from 16,100
Change+5,498 (+34%)
Value$421.6K (+$107.2K)
Filed 2026-10-09
Intrua Financial, LLC
UNCHANGED
Shares20,009 from 20,009
Change0 (0%)
Value$390.6K (-$100)
Filed 2026-10-28
McCarley & Cook Financial Planners
INCREASED
Shares19,978 from 19,947
Change+31 (+0%)
Value$390.0K (+$508)
Filed 2026-10-21
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares19,879 from 19,879
Change0 (0%)
Value$388.0K (-$99)
Filed 2026-10-26
Blue Line Capital, LLC / IL
DECREASED
Shares19,337 from 20,541
Change-1,204 (-6%)
Value$377.5K (-$23.6K)
Filed 2026-11-04
Sigma Investment Counselors Inc
DECREASED
Shares19,198 from 19,685
Change-487 (-2%)
Value$374.7K (-$9.6K)
Filed 2026-10-27
Blossom Wealth Management
DECREASED
Shares19,000 from 22,825
Change-3,825 (-17%)
Value$370.9K (-$74.8K)
Filed 2026-11-03
Net Worth Advisory Group
DECREASED
Shares18,894 from 19,423
Change-529 (-3%)
Value$368.8K (-$10.4K)
Filed 2026-10-20
Meriwether Wealth & Planning, LLC
DECREASED
Shares18,863 from 20,566
Change-1,703 (-8%)
Value$368.2K (-$33.3K)
Filed 2026-10-13
Stonebridge Financial Group, LLC
DECREASED
Shares18,612 from 21,733
Change-3,121 (-14%)
Value$363.3K (-$61.0K)
Filed 2026-10-01
Seek First Inc.
DECREASED
Shares17,614 from 18,470
Change-856 (-5%)
Value$343.8K (-$16.8K)
Filed 2026-10-27
Private Trust Co NA
DECREASED
Shares17,113 from 17,653
Change-540 (-3%)
Value$334.0K (-$10.6K)
Filed 2026-10-20
Edge Wealth Management LLC
UNCHANGED
Shares16,187 from 16,187
Change0 (0%)
Value$316.1K (+$81)
Filed 2026-10-13
B. Riley Wealth Advisors, Inc.
NEW
Shares16,000
Change+16,000
Value$312.3K
Filed 2026-10-13
Well Done, LLC
INCREASED
Shares15,917 from 15,857
Change+60 (+0%)
Value$310.7K (+$1.1K)
Filed 2026-10-20
Independent Financial Group, LLC
DECREASED
Shares15,683 from 20,903
Change-5,220 (-25%)
Value$306.1K (-$102.0K)
Filed 2026-10-13
Larson Financial Group LLC
DECREASED
Shares15,676 from 18,106
Change-2,430 (-13%)
Value$306.0K (-$47.5K)
Filed 2026-11-05
RMR Wealth Builders
INCREASED
Shares15,337 from 15,320
Change+17 (+0%)
Value$299.4K (+$257)
Filed 2026-10-22
Insight Wealth Partners, LLC
DECREASED
Shares15,245 from 16,989
Change-1,744 (-10%)
Value$297.6K (-$34.1K)
Filed 2026-10-26
Fourpath Capital Management, LLC
DECREASED
Shares15,118 from 15,556
Change-438 (-3%)
Value$295.1K (-$8.6K)
Filed 2026-10-19
Chatham Capital Group, Inc.
UNCHANGED
Shares15,100 from 15,100
Change0 (0%)
Value$294.8K (-$76)
Filed 2026-10-16
Legacy Wealth Partners, LLC
INCREASED
Shares15,083 from 13,694
Change+1,389 (+10%)
Value$294.4K (+$27.0K)
Filed 2026-10-15
Solitude Financial Services
UNCHANGED
Shares14,300 from 14,300
Change0 (0%)
Value$279.1K (-$72)
Filed 2026-10-26
RFG Advisory, LLC
UNCHANGED
Shares13,492 from 13,492
Change0 (0%)
Value$263.4K (-$67)
Filed 2026-11-03
Aprio Wealth Management, LLC
DECREASED
Shares13,283 from 14,560
Change-1,277 (-9%)
Value$259.3K (-$25.0K)
Filed 2026-10-28
Meridian Wealth Management, LLC
UNCHANGED
Shares13,229 from 13,229
Change0 (0%)
Value$258.2K (-$66)
Filed 2026-11-05
Apella Capital, LLC
DECREASED
Shares13,194 from 53,439
Change-40,245 (-75%)
Value$257.7K (-$785.9K)
Filed 2026-10-08
SJS Investment Consulting Inc.
UNCHANGED
Shares12,775 from 12,775
Change0 (0%)
Value$249.4K (-$64)
Filed 2026-10-26
Signature Estate & Investment Advisors LLC
UNCHANGED
Shares12,703 from 12,703
Change0 (0%)
Value$248.0K (-$63)
Filed 2026-10-13
Yoder Wealth Management, Inc.
UNCHANGED
Shares12,700 from 12,700
Change0 (0%)
Value$247.9K (-$64)
Filed 2026-10-13
Altus Wealth Group LLC
INCREASED
Shares12,417 from 12,393
Change+24 (+0%)
Value$242.4K (+$395)
Filed 2026-10-20
SigFig Wealth Management, LLC
DECREASED
Shares12,222 from 12,596
Change-374 (-3%)
Value$238.6K (-$7.4K)
Filed 2026-10-07
Certified Advisory Corp
UNCHANGED
Shares12,151 from 12,151
Change0 (0%)
Value$237.2K (-$60)
Filed 2026-10-29
Financial Solutions Advisory Group, Inc.
DECREASED
Shares12,035 from 503,498
Change-491,463 (-98%)
Value$235.3K (-$9.6M)
Filed 2026-10-28
Midwest Trust Co
DECREASED
Shares11,983 from 13,456
Change-1,473 (-11%)
Value$233.9K (-$28.8K)
Filed 2026-10-22
Nicholas Hoffman & Company, Llc.
UNCHANGED
Shares11,896 from 11,896
Change0 (0%)
Value$232.2K (-$59)
Filed 2026-10-30
4J Wealth Management LLC
UNCHANGED
Shares11,860 from 11,860
Change0 (0%)
Value$231.5K (-$60)
Filed 2026-11-02
Wilkins Miller Wealth Management, LLC
DECREASED
Shares11,815 from 11,925
Change-110 (-1%)
Value$230.6K (-$2.2K)
Filed 2026-10-13
Level Four Advisory Services, LLC
DECREASED
Shares11,775 from 12,775
Change-1,000 (-8%)
Value$229.8K (-$19.6K)
Filed 2026-11-06
Retirement Solution LLC
DECREASED
Shares11,603 from 12,803
Change-1,200 (-9%)
Value$226.5K (-$23.5K)
Filed 2026-10-27
Jacobi Capital Management LLC
NEW
Shares11,600
Change+11,600
Value$226.4K
Filed 2026-11-05
RIA Advisory Group LLC
DECREASED
Shares11,434 from 11,970
Change-536 (-4%)
Value$223.2K (-$10.5K)
Filed 2026-10-15
Wespac Advisors, LLC
UNCHANGED
Shares11,124 from 11,124
Change0 (0%)
Value$217.1K (-$56)
Filed 2026-10-26
Savant Capital, LLC
DECREASED
Shares10,588 from 12,658
Change-2,070 (-16%)
Value$206.7K (-$40.5K)
Filed 2026-11-06
Kaydan Wealth Management, Inc.
DECREASED
Shares10,495 from 13,729
Change-3,234 (-24%)
Value$204.9K (-$63.2K)
Filed 2026-10-08
Foundry Financial Group, Inc.
UNCHANGED
Shares10,321 from 10,321
Change0 (0%)
Value$201.5K (-$52)
Filed 2026-10-28
ETF Portfolio Partners, Inc.
UNCHANGED
Shares10,292 from 10,292
Change0 (0%)
Value$200.9K (-$51)
Filed 2026-10-22
Marietta Wealth Management, LLC
DECREASED
Shares10,140 from 399,441
Change-389,301 (-97%)
Value$198.3K (-$7.6M)
Filed 2026-10-22
Latitude Advisors, LLC
NEW
Shares6,794
Change+6,794
Value$132.6K
Filed 2026-10-27
US Bancorp \de\
UNCHANGED
Shares6,581 from 6,581
Change0 (0%)
Value$128.5K (-$32)
Filed 2026-11-05
Eastern Bank
DECREASED
Shares6,062 from 6,139
Change-77 (-1%)
Value$118.3K (-$1.5K)
Filed 2026-10-05
United Community Bank
UNCHANGED
Shares5,500 from 5,500
Change0 (0%)
Value$107.4K (-$28)
Filed 2026-10-28
Marquette Asset Management, LLC
UNCHANGED
Shares3,609 from 3,609
Change0 (0%)
Value$70.4K (-$18)
Filed 2026-10-09
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares3,219 from 3,219
Change0 (0%)
Value$62.8K (-$48)
Filed 2026-10-01
Assetmark, Inc
DECREASED
Shares2,348 from 2,356
Change-8 (0%)
Value$45.8K (-$168)
Filed 2026-10-21
Armstrong Advisory Group, Inc
UNCHANGED
Shares2,140 from 2,140
Change0 (0%)
Value$41.8K (-$11)
Filed 2026-10-09
Provenance Wealth Advisors, LLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$35.1K (-$9)
Filed 2026-10-30
CX Institutional
INCREASED
Shares1,524 from 1,510
Change+14 (+1%)
Value$30 (+$1)
Filed 2026-10-02
Harbor Investment Advisory, LLC
UNCHANGED
Shares1,460 from 1,460
Change0 (0%)
Value$28.5K (-$8)
Filed 2026-10-13
Caldwell Trust Co
UNCHANGED
Shares1,387 from 1,387
Change0 (0%)
Value$27.1K (-$7)
Filed 2026-10-30
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares1,237 from 1,237
Change0 (0%)
Value$24.1K (-$6)
Filed 2026-10-16
First Bancorp, Inc
UNCHANGED
Shares1,172 from 1,172
Change0 (0%)
Value$22.9K (-$6)
Filed 2026-10-26
City State Bank
UNCHANGED
Shares1,146 from 1,146
Change0 (0%)
Value$22.4K (-$6)
Filed 2026-10-20
Aspect Partners, LLC
UNCHANGED
Shares1,042 from 1,042
Change0 (0%)
Value$20.3K (-$5)
Filed 2026-10-20
Fortis Group Advisors, LLC
UNCHANGED
Shares1,039 from 1,039
Change0 (0%)
Value$20.3K (-$5)
Filed 2026-11-06
Lanark Financial, Inc.
INCREASED
Shares788 from 702
Change+86 (+12%)
Value$15.4K (+$1.7K)
Filed 2026-10-26
Clayton Financial Group LLC
NEW
Shares641
Change+641
Value$12.5K
Filed 2026-10-13
Old Second National Bank of Aurora
UNCHANGED
Shares583 from 583
Change0 (0%)
Value$11.4K (-$3)
Filed 2026-10-22
Ascentis Independent Advisors
NEW
Shares454
Change+454
Value$8.9K
Filed 2026-11-03
First Premier Bank
UNCHANGED
Shares423 from 423
Change0 (0%)
Value$8 ($0)
Filed 2026-10-13
Creative Financial Designs Inc
DECREASED
Shares295 from 339
Change-44 (-13%)
Value$5.8K (-$864)
Filed 2026-11-04
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares211 from 211
Change0 (0%)
Value$4.1K (-$1)
Filed 2026-11-03
Davis Capital Management
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$2.7K (-$1)
Filed 2026-10-08
Evolution Wealth Management Inc.
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$2.3K (-$1)
Filed 2026-10-28
Proathlete Wealth Management LLC
INCREASED
Shares48 from 47
Change+1 (+2%)
Value$944 (+$9)
Filed 2026-10-15
Ironwood Financial, llc
CLOSED
Shares0 from 158,238
Change-158,238 (-100%)
Value$0 (-$3.1M)
Filed 2026-10-20
G2 Capital Management, LLC / OH
CLOSED
Shares0 from 100,748
Change-100,748 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-23
Sidoxia Capital Management, LLC
CLOSED
Shares0 from 72,686
Change-72,686 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-28
FC Advisory LLC
CLOSED
Shares0 from 45,958
Change-45,958 (-100%)
Value$0 (-$897.3K)
Filed 2026-10-05
Bank of New York Mellon Corp
CLOSED
Shares0 from 40,456
Change-40,456 (-100%)
Value$0 (-$789.9K)
Filed 2026-11-05
Cynosure Group, LLC
CLOSED
Shares0 from 39,132
Change-39,132 (-100%)
Value$0 (-$764.1K)
Filed 2026-11-03
Wedmont Private Capital
CLOSED
Shares0 from 28,150
Change-28,150 (-100%)
Value$0 (-$550.5K)
Filed 2026-10-09
Apeiron RIA LLC
CLOSED
Shares0 from 27,190
Change-27,190 (-100%)
Value$0 (-$530.9K)
Filed 2026-10-08
Keybank National Association
CLOSED
Shares0 from 26,766
Change-26,766 (-100%)
Value$0 (-$522.6K)
Filed 2026-11-04
SBE LLC DBA Cedar Cove Wealth Partners
CLOSED
Shares0 from 22,386
Change-22,386 (-100%)
Value$0 (-$437.1K)
Filed 2026-10-15
Kestra Investment Management, LLC
CLOSED
Shares0 from 20,589
Change-20,589 (-100%)
Value$0 (-$402.0K)
Filed 2026-11-04
World Equity Group, Inc.
CLOSED
Shares0 from 18,776
Change-18,776 (-100%)
Value$0 (-$366.6K)
Filed 2026-10-14
Capital Investment Advisory Services, LLC
CLOSED
Shares0 from 18,290
Change-18,290 (-100%)
Value$0 (-$357.1K)
Filed 2026-10-30
Newport Capital Group, LLC
CLOSED
Shares0 from 16,785
Change-16,785 (-100%)
Value$0 (-$327.7K)
Filed 2026-10-16
WealthCare Asset Management, LLC
CLOSED
Shares0 from 16,052
Change-16,052 (-100%)
Value$0 (-$313.4K)
Filed 2026-10-26
River Street Advisors LLC
CLOSED
Shares0 from 14,184
Change-14,184 (-100%)
Value$0 (-$276.9K)
Filed 2026-10-22
Souders Financial Advisors
CLOSED
Shares0 from 11,239
Change-11,239 (-100%)
Value$0 (-$219.4K)
Filed 2026-11-03
Apollon Wealth Management, LLC
CLOSED
Shares0 from 11,185
Change-11,185 (-100%)
Value$0 (-$218.4K)
Filed 2026-10-23
Ritholtz Wealth Management
CLOSED
Shares0 from 10,977
Change-10,977 (-100%)
Value$0 (-$214.3K)
Filed 2026-11-05
Beaumont Financial Advisors, LLC
CLOSED
Shares0 from 10,487
Change-10,487 (-100%)
Value$0 (-$204.8K)
Filed 2026-10-22
CGN Advisors LLC
CLOSED
Shares0 from 10,445
Change-10,445 (-100%)
Value$0 (-$203.9K)
Filed 2026-10-21
BankPlus Trust Department
CLOSED
Shares0 from 10,280
Change-10,280 (-100%)
Value$0 (-$200.7K)
Filed 2026-11-06
Allen Capital Group, LLC
CLOSED
Shares0 from 10,058
Change-10,058 (-100%)
Value$0 (-$196.4K)
Filed 2026-10-27
AdvisorNet Financial, Inc
CLOSED
Shares0 from 8,490
Change-8,490 (-100%)
Value$0 (-$165.8K)
Filed 2026-10-15
International Assets Investment Management, LLC
CLOSED
Shares0 from 4,427
Change-4,427 (-100%)
Value$0 (-$86.4K)
Filed 2026-11-02
AlphaCore Capital LLC
CLOSED
Shares0 from 1,669
Change-1,669 (-100%)
Value$0 (-$32.6K)
Filed 2026-11-04
RHL Group, LLC
CLOSED
Shares0 from 766
Change-766 (-100%)
Value$0 (-$15.3K)
Filed 2026-11-04
Russell Investments Group, Ltd.
UNCHANGED
Shares0 from 0
Change0
Value$6 ($0)
Filed 2026-11-06
Wells Fargo & Company
N/A
Shares— from 5,931,128
Change-5,931,128 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,778,792
Change-5,778,792 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 4,023,401
Change-4,023,401 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,816,240
Change-3,816,240 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,059,524
Change-3,059,524 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 2,884,828
Change-2,884,828 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 2,383,193
Change-2,383,193 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,858,451
Change-1,858,451 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,662,989
Change-1,662,989 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 1,611,771
Change-1,611,771 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 1,499,770
Change-1,499,770 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,427,994
Change-1,427,994 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,324,380
Change-1,324,380 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 1,115,959
Change-1,115,959 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,028,763
Change-1,028,763 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 943,686
Change-943,686 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 807,564
Change-807,564 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 746,432
Change-746,432 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 651,173
Change-651,173 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 644,800
Change-644,800 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 596,792
Change-596,792 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 570,339
Change-570,339 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 558,024
Change-558,024 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 531,249
Change-531,249 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 513,432
Change-513,432 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 493,966
Change-493,966 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 487,530
Change-487,530 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 426,163
Change-426,163 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 422,412
Change-422,412 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 405,598
Change-405,598 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 405,377
Change-405,377 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 391,001
Change-391,001 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 384,369
Change-384,369 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 307,321
Change-307,321 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 300,155
Change-300,155 (-100%)
Value—
Paradiem, LLC
N/A
Shares— from 283,101
Change-283,101 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 262,298
Change-262,298 (-100%)
Value—
&partners
N/A
Shares— from 250,802
Change-250,802 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 249,974
Change-249,974 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 249,137
Change-249,137 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 239,834
Change-239,834 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 211,954
Change-211,954 (-100%)
Value—
Ark Wealth Advisors LLC
N/A
Shares— from 208,575
Change-208,575 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 200,070
Change-200,070 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 198,836
Change-198,836 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 173,869
Change-173,869 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 173,539
Change-173,539 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 166,080
Change-166,080 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 165,225
Change-165,225 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 162,258
Change-162,258 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 160,025
Change-160,025 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 149,369
Change-149,369 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 143,902
Change-143,902 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 131,109
Change-131,109 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 124,276
Change-124,276 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 123,752
Change-123,752 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 120,590
Change-120,590 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 109,302
Change-109,302 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 108,965
Change-108,965 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 107,676
Change-107,676 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 101,899
Change-101,899 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 98,854
Change-98,854 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 95,485
Change-95,485 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 93,822
Change-93,822 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 82,109
Change-82,109 (-100%)
Value—
Morton Community Bank
N/A
Shares— from 80,370
Change-80,370 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 78,626
Change-78,626 (-100%)
Value—
Everpar Advisors LLC
N/A
Shares— from 75,759
Change-75,759 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 70,081
Change-70,081 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 68,265
Change-68,265 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 65,993
Change-65,993 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 59,062
Change-59,062 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 58,886
Change-58,886 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 58,252
Change-58,252 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 56,506
Change-56,506 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 56,349
Change-56,349 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 55,763
Change-55,763 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 54,688
Change-54,688 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 54,243
Change-54,243 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 53,927
Change-53,927 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 50,788
Change-50,788 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 49,562
Change-49,562 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 49,101
Change-49,101 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 48,933
Change-48,933 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 47,792
Change-47,792 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 45,780
Change-45,780 (-100%)
Value—
Stephens Inc
N/A
Shares— from 41,167
Change-41,167 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 40,479
Change-40,479 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 39,880
Change-39,880 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 39,016
Change-39,016 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 38,487
Change-38,487 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 38,280
Change-38,280 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 38,018
Change-38,018 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 36,240
Change-36,240 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 35,831
Change-35,831 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 35,477
Change-35,477 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 35,469
Change-35,469 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 33,393
Change-33,393 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 32,967
Change-32,967 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 32,730
Change-32,730 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 32,575
Change-32,575 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 32,106
Change-32,106 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 30,515
Change-30,515 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 28,785
Change-28,785 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 27,634
Change-27,634 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 27,367
Change-27,367 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 26,573
Change-26,573 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 24,808
Change-24,808 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 24,768
Change-24,768 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 24,516
Change-24,516 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 24,325
Change-24,325 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 24,071
Change-24,071 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 22,397
Change-22,397 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 22,381
Change-22,381 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 21,717
Change-21,717 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 20,625
Change-20,625 (-100%)
Value—
GHE, LLC
N/A
Shares— from 19,000
Change-19,000 (-100%)
Value—
Heron Bay Capital Management
N/A
Shares— from 18,867
Change-18,867 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 18,344
Change-18,344 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 17,965
Change-17,965 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 17,922
Change-17,922 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 17,718
Change-17,718 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 16,333
Change-16,333 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 16,014
Change-16,014 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 15,931
Change-15,931 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 15,809
Change-15,809 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 14,969
Change-14,969 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 14,711
Change-14,711 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 13,715
Change-13,715 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 13,345
Change-13,345 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 13,318
Change-13,318 (-100%)
Value—
FCA Corp
N/A
Shares— from 12,946
Change-12,946 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 12,733
Change-12,733 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 11,850
Change-11,850 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 11,652
Change-11,652 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 11,269
Change-11,269 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 10,596
Change-10,596 (-100%)
Value—
FMR LLC
N/A
Shares— from 10,392
Change-10,392 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 10,354
Change-10,354 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 10,214
Change-10,214 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 9,671
Change-9,671 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 8,538
Change-8,538 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 8,315
Change-8,315 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 6,574
Change-6,574 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 5,593
Change-5,593 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 5,447
Change-5,447 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 4,266
Change-4,266 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 4,016
Change-4,016 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 2,295
Change-2,295 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,538
Change-1,538 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,489
Change-1,489 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,433
Change-1,433 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,199
Change-1,199 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 940
Change-940 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 700
Change-700 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 700
Change-700 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 560
Change-560 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 519
Change-519 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 477
Change-477 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 477
Change-477 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 97
Change-97 (-100%)
Value—
Status
Lido Advisors, LLC
DECREASED36,151,68848,086,592-11,934,904-25%$938.9M$705.7M-$233.2M2026-11-04
LPL Financial LLC
DECREASED6,578,4247,448,624-870,200-12%$145.4M$128.4M-$17.0M2026-11-06
St. Louis Financial Planners Asset Management, LLC
INCREASED2,763,8422,683,625+80,217+3%$52.4M$54.1M+$1.6M2026-10-16
Tlwm
INCREASED1,868,1591,734,607+133,552+8%$33.9M$36.5M+$2.6M2026-10-09
Moneco Advisors, LLC
INCREASED1,516,8191,431,523+85,296+6%$28.0M$29.6M+$1.7M2026-11-05
Brookstone Capital Management
DECREASED1,428,6581,446,072-17,414-1%$28.2M$27.9M-$347.1K2026-10-22
Hudson Capital Management LLC
INCREASED1,357,5551,326,191+31,364+2%$25.9M$26.5M+$605.6K2026-10-20
Asset Dedication, LLC
INCREASED1,332,3701,313,287+19,083+1%$25.6M$26.0M+$365.9K2026-11-03
Clark Asset Management, LLC
INCREASED1,245,3071,172,878+72,429+6%$22.9M$24.3M+$1.4M2026-10-19
Kirr Marbach & Co LLC
DECREASED947,721985,723-38,002-4%$19.2M$18.5M-$746.7K2026-10-20
Thrivent Financial for Lutherans
DECREASED856,916862,443-5,527-1%$16.8M$16.7M-$112.0K2026-11-05
Cornerstone Wealth Management, LLC
INCREASED778,723776,783+1,940+0%$15.2M$15.2M+$34.0K2026-11-04
Kestra Advisory Services, LLC
DECREASED744,7411,013,481-268,740-27%$19.8M$14.5M-$5.3M2026-11-02
Commonwealth Equity Services, LLC
DECREASED666,863692,406-25,543-4%$13.5M$13.0M-$502.1K2026-11-02
Kestra Private Wealth Services, LLC
INCREASED601,465598,395+3,070+1%$11.7M$11.7M+$56.9K2026-11-06
IFS Advisors, LLC
DECREASED594,339766,729-172,390-22%$15.0M$11.6M-$3.4M2026-10-14
BCS Wealth Management
DECREASED513,289529,635-16,346-3%$10.3M$10.0M-$321.7K2026-11-03
Evexia Wealth LLC
INCREASED511,408492,437+18,971+4%$9.6M$10.0M+$355.3K2026-11-05
Lantz Financial LLC
INCREASED493,466488,002+5,464+1%$9.5M$9.6M+$104.2K2026-10-15
Hengehold Capital Management LLC
INCREASED492,519488,624+3,895+1%$9.5M$9.6M+$73.6K2026-10-16
Straight Path Wealth Management
DECREASED486,919501,253-14,334-3%$9.8M$9.5M-$282.3K2026-10-23
Sound Stewardship, LLC
INCREASED440,723432,397+8,326+2%$8.4M$8.6M+$160.4K2026-10-14
J. Team Financial, Inc.
INCREASED426,251382,119+44,132+12%$7.5M$8.3M+$859.5K2026-11-03
Capstone Wealth Management Group, LLC
NEW426,155—+426,155——$8.3M—2026-11-05
Krilogy Financial LLC
INCREASED419,371403,209+16,162+4%$7.9M$8.2M+$324.0K2026-10-13
Matthew Goff Investment Advisor, LLC
DECREASED372,630476,260-103,630-22%$9.3M$7.3M-$2.0M2026-10-13
Milestone Asset Management, LLC
INCREASED371,135356,227+14,908+4%$7.0M$7.2M+$289.2K2026-10-15
Cambridge Investment Research Advisors, Inc.
DECREASED366,184457,462-91,278-20%$8.9M$7.1M-$1.8M2026-11-02
Cornerstone Planning, LLC
INCREASED365,700363,171+2,529+1%$7.1M$7.1M+$48.9K2026-10-27
Steel Grove Capital Advisors, LLC
INCREASED364,094356,219+7,875+2%$7.0M$7.1M+$151.9K2026-10-13
Verdence Capital Advisors LLC
INCREASED354,11811,800+342,318+2901%$230.4K$6.9M+$6.7M2026-10-26
Carroll Advisory Group, LLC
INCREASED345,865303,898+41,967+14%$5.9M$6.8M+$817.7K2026-10-16
Parr Mcknight Wealth Management Group, LLC
INCREASED329,613320,002+9,611+3%$6.2M$6.4M+$186.0K2026-10-30
AA Financial Advisors, LLC
DECREASED322,222322,367-1450%$6.3M$6.3M-$4.5K2026-10-19
Howard Wealth Management, LLC
INCREASED304,759304,444+315+0%$5.9M$5.9M+$4.6K2026-10-28
Farnam Financial LLC
INCREASED303,938302,300+1,638+1%$5.9M$5.9M+$41.1K2026-10-21
Trilogy Capital Inc.
INCREASED302,450289,316+13,134+5%$5.6M$5.9M+$254.9K2026-10-20
Ledgewood Wealth Advisors, LLC
DECREASED298,366317,739-19,373-6%$6.2M$5.8M-$379.7K2026-10-09
NorthAvenue LLC
INCREASED255,214249,634+5,580+2%$4.9M$5.0M+$107.7K2026-10-29
Allworth Financial LP
INCREASED243,027242,409+618+0%$4.7M$4.7M+$12.1K2026-11-06
Livet Wealth, LLC
DECREASED227,869238,141-10,272-4%$4.6M$4.4M-$201.7K2026-10-27
AlphaStar Capital Management, LLC
INCREASED215,310204,144+11,166+5%$4.0M$4.2M+$216.9K2026-10-16
Vaughan David Investments LLC
DECREASED213,902244,151-30,249-12%$4.8M$4.2M-$592.0K2026-11-05
CRA Financial Services, LLC
DECREASED211,310222,355-11,045-5%$4.3M$4.1M-$216.7K2026-10-16
Legacy Private Trust Co.
DECREASED206,455606,633-400,178-66%$11.8M$4.0M-$7.8M2026-10-06
Tenon Financial LLC
INCREASED205,382200,257+5,125+3%$3.9M$4.0M+$99.0K2026-10-14
Prospera Financial Services Inc
INCREASED200,989189,873+11,116+6%$3.7M$3.9M+$215.9K2026-11-04
Pacific Wealth Strategies Group, Inc.
INCREASED199,824186,119+13,705+7%$3.6M$3.9M+$266.6K2026-11-02
Infinity Wealth Counsel, LLC
INCREASED182,868181,138+1,730+1%$3.5M$3.6M+$32.9K2026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED174,110175,391-1,281-1%$3.4M$3.4M-$25.9K2026-10-27
Horizons Wealth Management
NEW169,753—+169,753——$3.3M—2026-10-05
J.W. Cole Advisors, Inc.
INCREASED166,409165,212+1,197+1%$3.2M$3.2M+$22.5K2026-11-05
Strategic Family Wealth Counselors, L.L.C.
INCREASED160,141158,956+1,185+1%$3.1M$3.1M+$22.3K2026-10-29
Carnegie Investment Counsel
DECREASED154,812170,857-16,045-9%$3.3M$3.0M-$314.1K2026-10-20
Key FInancial Inc
DECREASED144,518154,429-9,911-6%$3.0M$2.8M-$194.2K2026-11-02
Sunbeam Capital Management, LLC
DECREASED137,205139,024-1,819-1%$2.7M$2.7M-$36.2K2026-11-05
Old Port Advisors
DECREASED134,744144,821-10,077-7%$2.8M$2.6M-$197.4K2026-10-23
Continuum Wealth Advisors, LLC
DECREASED134,484134,690-2060%$2.6M$2.6M-$4.7K2026-10-20
Clearstead Advisors, LLC
DECREASED134,043155,388-21,345-14%$3.0M$2.6M-$417.4K2026-11-06
Silverlake Wealth Management LLC
DECREASED130,797141,070-10,273-7%$2.8M$2.6M-$201.2K2026-10-21
Wagner Wealth Management, Corp
INCREASED126,777117,101+9,676+8%$2.3M$2.5M+$188.3K2026-10-20
Wealth Enhancement Advisory Services, LLC
DECREASED126,686127,702-1,016-1%$2.5M$2.5M-$21.1K2026-10-13
Laurel Wealth Advisors LLC
DECREASED121,525152,044-30,519-20%$3.0M$2.4M-$596.5K2026-10-27
Kohmann Bosshard Financial Services, LLC
INCREASED120,636120,635+10%$2.4M$2.4M-$6032026-11-04
Opulen Financial Group LLC
DECREASED116,999119,793-2,794-2%$2.3M$2.3M-$55.1K2026-10-22
SFE Investment Counsel
DECREASED107,800150,867-43,067-29%$2.9M$2.1M-$841.4K2026-10-29
Redmond Asset Management, LLC
DECREASED105,474105,653-1790%$2.1M$2.1M-$4.0K2026-10-27
Semitam Bonam LLC
INCREASED101,99897,252+4,746+5%$1.9M$2.0M+$92.1K2026-10-27
HUB Investment Partners, LLC
DECREASED100,649128,640-27,991-22%$2.5M$2.0M-$547.0K2026-11-03
Atria Investments, Inc
DECREASED97,112141,649-44,537-31%$2.8M$1.9M-$870.1K2026-10-15
Redwood Financial Network Corp
DECREASED96,544101,219-4,675-5%$2.0M$1.9M-$91.8K2026-11-03
Pinnacle Financial Group, LLC / IL
INCREASED96,48793,049+3,438+4%$1.8M$1.9M+$66.6K2026-10-29
Beacon Financial Group
DECREASED94,95795,805-848-1%$1.9M$1.9M-$17.0K2026-10-19
Truist Financial Corp
DECREASED89,59893,145-3,547-4%$1.8M$1.7M-$69.7K2026-10-30
Accurate Wealth Management, LLC
DECREASED87,84189,807-1,966-2%$1.8M$1.7M-$39.8K2026-10-20
Butensky & Cohen Financial Security, Inc
INCREASED84,58678,421+6,165+8%$1.5M$1.7M+$119.9K2026-10-13
Creative Planning
DECREASED83,31891,733-8,415-9%$1.8M$1.6M-$164.7K2026-11-02
Schear Investment Advisers, LLC
NEW80,450—+80,450——$1.6M—2026-10-14
Tempo Wealth, LLC
DECREASED80,45080,634-1840%$1.6M$1.6M-$4.0K2026-10-14
Mission Wealth Management, LP
DECREASED78,55691,470-12,914-14%$1.8M$1.5M-$252.5K2026-10-15
Parallel Advisors, LLC
INCREASED76,82251,763+25,059+48%$1.0M$1.5M+$488.9K2026-11-03
Addison Advisors LLC
DECREASED74,95178,481-3,530-4%$1.5M$1.5M-$69.3K2026-11-06
Opus Financial Solutions LLC
INCREASED72,94572,022+923+1%$1.4M$1.4M+$17.7K2026-11-06
Wingate Wealth Advisors, Inc.
INCREASED71,87171,513+358+1%$1.4M$1.4M+$6.6K2026-10-26
Avior Wealth Management, LLC
DECREASED65,96191,049-25,088-28%$1.8M$1.3M-$490.2K2026-10-13
Ballew Advisors, Inc
DECREASED65,95868,162-2,204-3%$1.3M$1.3M-$44.1K2026-10-05
Farther Finance Advisors, LLC
DECREASED61,64680,703-19,057-24%$1.6M$1.2M-$372.4K2026-10-08
Kessler Investment Group, LLC
DECREASED60,61560,890-2750%$1.2M$1.2M-$5.7K2026-10-08
Tennessee Valley Asset Management Partners
INCREASED60,25859,850+408+1%$1.2M$1.2M+$7.7K2026-11-03
Whitener Capital Management, Inc.
INCREASED57,71538,439+19,276+50%$750.5K$1.1M+$376.1K2026-10-15
XY Planning Network, Inc.
INCREASED55,50652,586+2,920+6%$1.0M$1.1M+$56.7K2026-10-14
Harel Insurance Investments & Financial Services Ltd.
INCREASED53,38248,096+5,286+11%$939.0K$1.0M+$103.0K2026-11-02
Diversify Advisory Services, LLC
DECREASED52,990122,808-69,818-57%$2.4M$1.0M-$1.4M2026-10-20
Diversify Wealth Management, LLC
DECREASED52,990122,808-69,818-57%$2.4M$1.0M-$1.4M2026-10-20
Strid Group, LLC
DECREASED50,02960,258-10,229-17%$1.2M$976.6K-$200.0K2026-10-28
Sawgrass Asset Management LLC
DECREASED49,04350,268-1,225-2%$981.5K$957.3K-$24.2K2026-11-03
Montag A & Associates Inc
DECREASED47,97248,649-677-1%$949.9K$936.4K-$13.5K2026-10-29
StoneX Group Inc.
INCREASED47,95310,419+37,534+360%$203.5K$936.2K+$732.8K2026-11-03
Cypress Wealth Services, LLC
INCREASED47,33147,065+266+1%$919.0K$924.6K+$5.7K2026-10-21
Western Financial Corp
DECREASED46,84547,625-780-2%$929.9K$914.4K-$15.5K2026-10-14
4Thought Financial Group Inc.
INCREASED45,98245,841+141+0%$895.0K$897.6K+$2.5K2026-11-02
Concurrent Investment Advisors, LLC
INCREASED45,20936,956+8,253+22%$721.6K$882.5K+$160.9K2026-10-16
Yankcom Partnership
DECREASED43,16544,564-1,399-3%$870.2K$842.6K-$27.5K2026-10-15
Sentinel Pension Advisors, LLC
DECREASED41,58546,013-4,428-10%$900.2K$811.7K-$88.5K2026-11-02
Oliver Luxxe Assets LLC
DECREASED41,58047,610-6,030-13%$929.6K$811.6K-$117.9K2026-10-14
Fifth Third Bancorp
INCREASED41,32239,614+1,708+4%$773.5K$806.6K+$33.1K2026-11-05
First City Capital Management, Inc.
UNCHANGED41,02141,02100%$800.9K$800.7K-$2052026-10-27
Cordatus Wealth Management LLC
DECREASED40,49140,921-430-1%$799.0K$790.4K-$8.6K2026-10-19
Signature Resources Capital Management, LLC
UNCHANGED39,84139,84100%$777.9K$777.7K-$2002026-10-16
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED39,70239,70200%$775.2K$775.0K-$1992026-10-15
Aspen Investment Management Inc
DECREASED38,69039,775-1,085-3%$777$755.0K+$754.2K2026-11-05
Steele Capital Management, Inc.
DECREASED38,17939,185-1,006-3%$765.1K$745.3K-$19.8K2026-11-02
Gill Capital Partners, LLC
DECREASED37,946183,258-145,312-79%$3.6M$740.7K-$2.8M2026-10-13
Wealth Quarterback LLC
INCREASED37,41833,310+4,108+12%$650.4K$730.4K+$80.0K2026-10-20
Phillip James Consulting Co.
NEW36,761—+36,761——$717.6K—2026-11-03
NewCorp Financial Services, Inc.
INCREASED36,54835,875+673+2%$700.5K$713.4K+$13.0K2026-10-14
Towne Trust Company, N.a
UNCHANGED36,30736,30700%$708.9K$708.7K-$1812026-10-28
SAX Wealth Advisors, LLC
DECREASED36,06937,761-1,692-4%$737.5K$704.1K-$33.4K2026-10-13
First Fiduciary Investment Counsel, Inc.
DECREASED33,88635,011-1,125-3%$684.0K$661.0K-$23.0K2026-10-27
Jm2 Capital Inc.
INCREASED33,23932,818+421+1%$640.8K$648.8K+$8.1K2026-10-14
IFP Advisors, Inc
INCREASED32,86029,859+3,001+10%$583.0K$641.4K+$58.4K2026-10-16
American Institute for Advanced Investment Management, LLP
DECREASED32,56535,190-2,625-7%$687.1K$635.7K-$51.4K2026-11-03
Claro Advisors Inc.
DECREASED32,04635,930-3,884-11%$701.5K$625.5K-$76.0K2026-11-02
RVW Wealth, LLC
INCREASED31,86224,211+7,651+32%$472.7K$622.0K+$149.2K2026-10-06
Globalt Investments LLC / GA
DECREASED31,70532,477-772-2%$634.1K$618.9K-$15.2K2026-10-27
SMI Advisory Services, LLC
DECREASED31,48334,671-3,188-9%$677.5K$615.3K-$62.1K2026-10-13
GS Investments, Inc.
UNCHANGED30,31530,31500%$591.9K$591.7K-$1512026-11-05
Fusion Family Wealth, LLC
DECREASED30,2802,356,940-2,326,660-99%$46.0M$591.1K-$45.4M2026-11-02
Nations Financial Group Inc,
INCREASED29,99224,781+5,211+21%$483.9K$585.5K+$101.6K2026-11-05
First Command Advisory Services, Inc.
DECREASED29,16841,962-12,794-30%$819.3K$569.4K-$249.9K2026-11-05
Wealthcare Advisory Partners LLC
INCREASED28,98128,868+113+0%$563.6K$565.7K+$2.1K2026-10-21
VestGen Advisors, LLC
DECREASED27,92530,021-2,096-7%$586.2K$545.1K-$41.1K2026-10-27
Independence Bank of Kentucky
UNCHANGED27,41327,41300%$535.2K$535.1K-$1372026-10-26
Global Financial Private Client, LLC
DECREASED26,62127,708-1,087-4%$541.0K$519.6K-$21.4K2026-10-15
Tassel Capital Management, Inc.
DECREASED26,51026,864-354-1%$524.5K$517.5K-$7.0K2026-10-20
Sensible Money, LLC
INCREASED26,50323,698+2,805+12%$462.7K$517.3K+$54.6K2026-10-20
Berkshire Money Management, Inc.
UNCHANGED26,45326,45300%$516.5K$516.4K-$1322026-10-21
Capital Investment Advisors, LLC
DECREASED25,42425,660-236-1%$501.0K$496.3K-$4.7K2026-10-22
Ironwood Wealth Management, Llc.
DECREASED25,075267,436-242,361-91%$5.2M$489.5K-$4.7M2026-10-28
Park Avenue Securities LLC
DECREASED23,03629,162-6,126-21%$569.0K$450.0K-$119.0K2026-10-26
PNC Financial Services Group, Inc.
INCREASED22,93018,570+4,360+23%$362.6K$447.6K+$85.0K2026-11-06
Voisard Asset Management Group, Inc.
DECREASED22,88326,801-3,918-15%$523.3K$446.7K-$76.6K2026-10-13
Curbstone Financial Management Corp
DECREASED22,84824,788-1,940-8%$484.0K$446.0K-$38.0K2026-10-21
MGO One Seven LLC
DECREASED22,520442,965-420,445-95%$8.6M$439.6K-$8.2M2026-10-28
Valmark Advisers, Inc.
INCREASED21,74221,552+190+1%$420.8K$424.4K+$3.6K2026-11-06
Woodmont Investment Counsel LLC
UNCHANGED21,69521,69500%$423.6K$423.5K-$1092026-10-29
Mirador Capital Partners LP
INCREASED21,59816,100+5,498+34%$314.4K$421.6K+$107.2K2026-10-09
Intrua Financial, LLC
UNCHANGED20,00920,00900%$390.7K$390.6K-$1002026-10-28
McCarley & Cook Financial Planners
INCREASED19,97819,947+31+0%$389.5K$390.0K+$5082026-10-21
Glass Jacobson Investment Advisors llc
UNCHANGED19,87919,87900%$388.1K$388.0K-$992026-10-26
Blue Line Capital, LLC / IL
DECREASED19,33720,541-1,204-6%$401.1K$377.5K-$23.6K2026-11-04
Sigma Investment Counselors Inc
DECREASED19,19819,685-487-2%$384.4K$374.7K-$9.6K2026-10-27
Blossom Wealth Management
DECREASED19,00022,825-3,825-17%$445.7K$370.9K-$74.8K2026-11-03
Net Worth Advisory Group
DECREASED18,89419,423-529-3%$379.2K$368.8K-$10.4K2026-10-20
Meriwether Wealth & Planning, LLC
DECREASED18,86320,566-1,703-8%$401.6K$368.2K-$33.3K2026-10-13
Stonebridge Financial Group, LLC
DECREASED18,61221,733-3,121-14%$424.3K$363.3K-$61.0K2026-10-01
Seek First Inc.
DECREASED17,61418,470-856-5%$360.6K$343.8K-$16.8K2026-10-27
Private Trust Co NA
DECREASED17,11317,653-540-3%$344.7K$334.0K-$10.6K2026-10-20
Edge Wealth Management LLC
UNCHANGED16,18716,18700%$316.0K$316.1K+$812026-10-13
B. Riley Wealth Advisors, Inc.
NEW16,000—+16,000——$312.3K—2026-10-13
Well Done, LLC
INCREASED15,91715,857+60+0%$309.6K$310.7K+$1.1K2026-10-20
Independent Financial Group, LLC
DECREASED15,68320,903-5,220-25%$408.1K$306.1K-$102.0K2026-10-13
Larson Financial Group LLC
DECREASED15,67618,106-2,430-13%$353.5K$306.0K-$47.5K2026-11-05
RMR Wealth Builders
INCREASED15,33715,320+17+0%$299.1K$299.4K+$2572026-10-22
Insight Wealth Partners, LLC
DECREASED15,24516,989-1,744-10%$331.7K$297.6K-$34.1K2026-10-26
Fourpath Capital Management, LLC
DECREASED15,11815,556-438-3%$303.7K$295.1K-$8.6K2026-10-19
Chatham Capital Group, Inc.
UNCHANGED15,10015,10000%$294.8K$294.8K-$762026-10-16
Legacy Wealth Partners, LLC
INCREASED15,08313,694+1,389+10%$267.4K$294.4K+$27.0K2026-10-15
Solitude Financial Services
UNCHANGED14,30014,30000%$279.2K$279.1K-$722026-10-26
RFG Advisory, LLC
UNCHANGED13,49213,49200%$263.4K$263.4K-$672026-11-03
Aprio Wealth Management, LLC
DECREASED13,28314,560-1,277-9%$284.3K$259.3K-$25.0K2026-10-28
Meridian Wealth Management, LLC
UNCHANGED13,22913,22900%$258.3K$258.2K-$662026-11-05
Apella Capital, LLC
DECREASED13,19453,439-40,245-75%$1.0M$257.7K-$785.9K2026-10-08
SJS Investment Consulting Inc.
UNCHANGED12,77512,77500%$249.4K$249.4K-$642026-10-26
Signature Estate & Investment Advisors LLC
UNCHANGED12,70312,70300%$248.0K$248.0K-$632026-10-13
Yoder Wealth Management, Inc.
UNCHANGED12,70012,70000%$248.0K$247.9K-$642026-10-13
Altus Wealth Group LLC
INCREASED12,41712,393+24+0%$242.0K$242.4K+$3952026-10-20
SigFig Wealth Management, LLC
DECREASED12,22212,596-374-3%$246.0K$238.6K-$7.4K2026-10-07
Certified Advisory Corp
UNCHANGED12,15112,15100%$237.2K$237.2K-$602026-10-29
Financial Solutions Advisory Group, Inc.
DECREASED12,035503,498-491,463-98%$9.8M$235.3K-$9.6M2026-10-28
Midwest Trust Co
DECREASED11,98313,456-1,473-11%$262.7K$233.9K-$28.8K2026-10-22
Nicholas Hoffman & Company, Llc.
UNCHANGED11,89611,89600%$232.3K$232.2K-$592026-10-30
4J Wealth Management LLC
UNCHANGED11,86011,86000%$231.6K$231.5K-$602026-11-02
Wilkins Miller Wealth Management, LLC
DECREASED11,81511,925-110-1%$232.8K$230.6K-$2.2K2026-10-13
Level Four Advisory Services, LLC
DECREASED11,77512,775-1,000-8%$249.4K$229.8K-$19.6K2026-11-06
Retirement Solution LLC
DECREASED11,60312,803-1,200-9%$250.0K$226.5K-$23.5K2026-10-27
Jacobi Capital Management LLC
NEW11,600—+11,600——$226.4K—2026-11-05
RIA Advisory Group LLC
DECREASED11,43411,970-536-4%$233.7K$223.2K-$10.5K2026-10-15
Wespac Advisors, LLC
UNCHANGED11,12411,12400%$217.2K$217.1K-$562026-10-26
Savant Capital, LLC
DECREASED10,58812,658-2,070-16%$247.1K$206.7K-$40.5K2026-11-06
Kaydan Wealth Management, Inc.
DECREASED10,49513,729-3,234-24%$268.1K$204.9K-$63.2K2026-10-08
Foundry Financial Group, Inc.
UNCHANGED10,32110,32100%$201.5K$201.5K-$522026-10-28
ETF Portfolio Partners, Inc.
UNCHANGED10,29210,29200%$201.0K$200.9K-$512026-10-22
Marietta Wealth Management, LLC
DECREASED10,140399,441-389,301-97%$7.8M$198.3K-$7.6M2026-10-22
Latitude Advisors, LLC
NEW6,794—+6,794——$132.6K—2026-10-27
US Bancorp \de\
UNCHANGED6,5816,58100%$128.5K$128.5K-$322026-11-05
Eastern Bank
DECREASED6,0626,139-77-1%$119.9K$118.3K-$1.5K2026-10-05
United Community Bank
UNCHANGED5,5005,50000%$107.4K$107.4K-$282026-10-28
Marquette Asset Management, LLC
UNCHANGED3,6093,60900%$70.5K$70.4K-$182026-10-09
Sarver Vrooman Wealth Advisors
UNCHANGED3,2193,21900%$62.9K$62.8K-$482026-10-01
Assetmark, Inc
DECREASED2,3482,356-80%$46.0K$45.8K-$1682026-10-21
Armstrong Advisory Group, Inc
UNCHANGED2,1402,14000%$41.8K$41.8K-$112026-10-09
Provenance Wealth Advisors, LLC
UNCHANGED1,8001,80000%$35.1K$35.1K-$92026-10-30
CX Institutional
INCREASED1,5241,510+14+1%$29$30+$12026-10-02
Harbor Investment Advisory, LLC
UNCHANGED1,4601,46000%$28.5K$28.5K-$82026-10-13
Caldwell Trust Co
UNCHANGED1,3871,38700%$27.1K$27.1K-$72026-10-30
DiNuzzo Private Wealth, Inc.
UNCHANGED1,2371,23700%$24.2K$24.1K-$62026-10-16
First Bancorp, Inc
UNCHANGED1,1721,17200%$22.9K$22.9K-$62026-10-26
City State Bank
UNCHANGED1,1461,14600%$22.4K$22.4K-$62026-10-20
Aspect Partners, LLC
UNCHANGED1,0421,04200%$20.3K$20.3K-$52026-10-20
Fortis Group Advisors, LLC
UNCHANGED1,0391,03900%$20.3K$20.3K-$52026-11-06
Lanark Financial, Inc.
INCREASED788702+86+12%$13.7K$15.4K+$1.7K2026-10-26
Clayton Financial Group LLC
NEW641—+641——$12.5K—2026-10-13
Old Second National Bank of Aurora
UNCHANGED58358300%$11.4K$11.4K-$32026-10-22
Ascentis Independent Advisors
NEW454—+454——$8.9K—2026-11-03
First Premier Bank
UNCHANGED42342300%$8$8$02026-10-13
Creative Financial Designs Inc
DECREASED295339-44-13%$6.6K$5.8K-$8642026-11-04
Ashton Thomas Private Wealth, LLC
UNCHANGED21121100%$4.1K$4.1K-$12026-11-03
Davis Capital Management
UNCHANGED14014000%$2.7K$2.7K-$12026-10-08
Evolution Wealth Management Inc.
UNCHANGED11611600%$2.3K$2.3K-$12026-10-28
Proathlete Wealth Management LLC
INCREASED4847+1+2%$935$944+$92026-10-15
Ironwood Financial, llc
CLOSED0158,238-158,238-100%$3.1M$0-$3.1M2026-10-20
G2 Capital Management, LLC / OH
CLOSED0100,748-100,748-100%$2.0M$0-$2.0M2026-10-23
Sidoxia Capital Management, LLC
CLOSED072,686-72,686-100%$1.4M$0-$1.4M2026-10-28
FC Advisory LLC
CLOSED045,958-45,958-100%$897.3K$0-$897.3K2026-10-05
Bank of New York Mellon Corp
CLOSED040,456-40,456-100%$789.9K$0-$789.9K2026-11-05
Cynosure Group, LLC
CLOSED039,132-39,132-100%$764.1K$0-$764.1K2026-11-03
Wedmont Private Capital
CLOSED028,150-28,150-100%$550.5K$0-$550.5K2026-10-09
Apeiron RIA LLC
CLOSED027,190-27,190-100%$530.9K$0-$530.9K2026-10-08
Keybank National Association
CLOSED026,766-26,766-100%$522.6K$0-$522.6K2026-11-04
SBE LLC DBA Cedar Cove Wealth Partners
CLOSED022,386-22,386-100%$437.1K$0-$437.1K2026-10-15
Kestra Investment Management, LLC
CLOSED020,589-20,589-100%$402.0K$0-$402.0K2026-11-04
World Equity Group, Inc.
CLOSED018,776-18,776-100%$366.6K$0-$366.6K2026-10-14
Capital Investment Advisory Services, LLC
CLOSED018,290-18,290-100%$357.1K$0-$357.1K2026-10-30
Newport Capital Group, LLC
CLOSED016,785-16,785-100%$327.7K$0-$327.7K2026-10-16
WealthCare Asset Management, LLC
CLOSED016,052-16,052-100%$313.4K$0-$313.4K2026-10-26
River Street Advisors LLC
CLOSED014,184-14,184-100%$276.9K$0-$276.9K2026-10-22
Souders Financial Advisors
CLOSED011,239-11,239-100%$219.4K$0-$219.4K2026-11-03
Apollon Wealth Management, LLC
CLOSED011,185-11,185-100%$218.4K$0-$218.4K2026-10-23
Ritholtz Wealth Management
CLOSED010,977-10,977-100%$214.3K$0-$214.3K2026-11-05
Beaumont Financial Advisors, LLC
CLOSED010,487-10,487-100%$204.8K$0-$204.8K2026-10-22
CGN Advisors LLC
CLOSED010,445-10,445-100%$203.9K$0-$203.9K2026-10-21
BankPlus Trust Department
CLOSED010,280-10,280-100%$200.7K$0-$200.7K2026-11-06
Allen Capital Group, LLC
CLOSED010,058-10,058-100%$196.4K$0-$196.4K2026-10-27
AdvisorNet Financial, Inc
CLOSED08,490-8,490-100%$165.8K$0-$165.8K2026-10-15
International Assets Investment Management, LLC
CLOSED04,427-4,427-100%$86.4K$0-$86.4K2026-11-02
AlphaCore Capital LLC
CLOSED01,669-1,669-100%$32.6K$0-$32.6K2026-11-04
RHL Group, LLC
CLOSED0766-766-100%$15.3K$0-$15.3K2026-11-04
Russell Investments Group, Ltd.
UNCHANGED000—$6$6$02026-11-06
Wells Fargo & Company
N/A—5,931,128-5,931,128-100%$115.8M———
Morgan Stanley
N/A—5,778,792-5,778,792-100%$112.8M———
Invesco Ltd.
N/A—4,023,401-4,023,401-100%$78.6M———
Bank of America Corp
N/A—3,816,240-3,816,240-100%$74.5M———
Raymond James Financial Inc
N/A—3,059,524-3,059,524-100%$59.7M———
MML Investors Services, LLC
N/A—2,884,828-2,884,828-100%$56.3M———
MAI Capital Management
N/A—2,383,193-2,383,193-100%$46.5M———
Royal Bank of Canada
N/A—1,858,451-1,858,451-100%$36.3M———
Osaic Holdings, Inc.
N/A—1,662,989-1,662,989-100%$32.5M———
Bluespring Wealth Management, LLC
N/A—1,611,771-1,611,771-100%$31.5M———
Hills Bank & Trust Co
N/A—1,499,770-1,499,770-100%$29.3M———
UBS Group AG
N/A—1,427,994-1,427,994-100%$27.9M———
Envestnet Asset Management Inc
N/A—1,324,380-1,324,380-100%$25.9M———
Baird Financial Group, Inc.
N/A—1,115,959-1,115,959-100%$21.8M———
Ameriprise Financial Inc
N/A—1,028,763-1,028,763-100%$20.1M———
Cetera Investment Advisers
N/A—943,686-943,686-100%$18.4M———
Arax Advisory Partners
N/A—807,564-807,564-100%$15.8M———
Davis R M Inc
N/A—746,432-746,432-100%$14.6M———
Stifel Financial Corp
N/A—651,173-651,173-100%$12.7M———
NewEdge Advisors, LLC
N/A—644,800-644,800-100%$12.6M———
Jones Financial Companies Lllp
N/A—596,792-596,792-100%$11.7M———
Goepper Burkhardt LLC
N/A—570,339-570,339-100%$11.1M———
Focus Partners Wealth
N/A—558,024-558,024-100%$10.9M———
Cvfg LLC
N/A—531,249-531,249-100%$10.4M———
Northwestern Mutual Wealth Management Co
N/A—513,432-513,432-100%$10.0M———
Captrust Financial Advisors
N/A—493,966-493,966-100%$9.6M———
Sanctuary Advisors, LLC
N/A—487,530-487,530-100%$9.5M———
Benjamin Edwards Inc
N/A—426,163-426,163-100%$8.3M———
HighTower Advisors, LLC
N/A—422,412-422,412-100%$8.2M———
Shufro Rose & Co LLC
N/A—405,598-405,598-100%$7.9M———
Private Advisor Group, LLC
N/A—405,377-405,377-100%$7.9M———
Modern Wealth Management, LLC
N/A—391,001-391,001-100%$7.6M———
Susquehanna International Group, LLP
N/A—384,369-384,369-100%$7.5M———
TFR Capital, Llc.
N/A—307,321-307,321-100%$6.0M———
Colonial Trust Advisors
N/A—300,155-300,155-100%$5.9M———
Paradiem, LLC
N/A—283,101-283,101-100%$5.5M———
Geneos Wealth Management Inc.
N/A—262,298-262,298-100%$5.1M———
&partners
N/A—250,802-250,802-100%$4.9M———
EP Wealth Advisors, LLC
N/A—249,974-249,974-100%$4.9M———
Integrated Wealth Concepts LLC
N/A—249,137-249,137-100%$4.9M———
Kickstand Ventures, Llc.
N/A—239,834-239,834-100%$4.7M———
Ellevest, Inc.
N/A—211,954-211,954-100%$4.1M———
Ark Wealth Advisors LLC
N/A—208,575-208,575-100%$4.1M———
Guardian Wealth Advisors, LLC / NC
N/A—200,070-200,070-100%$3.9M———
Webster Bank, N. A.
N/A—198,836-198,836-100%$3.9M———
Savvy Advisors, Inc.
N/A—173,869-173,869-100%$3.4M———
Colonial Trust Co / SC
N/A—173,539-173,539-100%$3.4M———
Berger Financial Group, Inc
N/A—166,080-166,080-100%$3.2M———
Gladstone Institutional Advisory LLC
N/A—165,225-165,225-100%$3.2M———
Janney Montgomery Scott LLC
N/A—162,258-162,258-100%$3.2M———
Waverly Advisors, LLC
N/A—160,025-160,025-100%$3.1M———
Equitable Holdings, Inc.
N/A—149,369-149,369-100%$2.9M———
Stratos Wealth Partners, Ltd.
N/A—143,902-143,902-100%$2.8M———
Huntington National Bank
N/A—131,109-131,109-100%$2.6M———
First National Bank of Omaha
N/A—124,276-124,276-100%$2.4M———
Keel Point, LLC
N/A—123,752-123,752-100%$2.4M———
Novare Capital Management LLC
N/A—120,590-120,590-100%$2.4M———
Oder Investment Management, LLC
N/A—109,302-109,302-100%$2.1M———
GTS Securities LLC
N/A—108,965-108,965-100%$2.1M———
OneDigital Investment Advisors LLC
N/A—107,676-107,676-100%$2.1M———
Genesis Wealth Advisors, LLC
N/A—101,899-101,899-100%$2.0M———
Beacon Pointe Advisors, LLC
N/A—98,854-98,854-100%$1.9M———
Mariner, LLC
N/A—95,485-95,485-100%$1.9M———
Aptus Capital Advisors, LLC
N/A—93,822-93,822-100%$1.8M———
Belpointe Asset Management LLC
N/A—82,109-82,109-100%$1.6M———
Morton Community Bank
N/A—80,370-80,370-100%$1.6M———
IHT Wealth Management, LLC
N/A—78,626-78,626-100%$1.5M———
Everpar Advisors LLC
N/A—75,759-75,759-100%$1.5M———
Leavell Investment Management, Inc.
N/A—70,081-70,081-100%$1.4M———
Heritage Trust Co
N/A—68,265-68,265-100%$1.3M———
Gambit Capital Management, LLC
N/A—65,993-65,993-100%$1.3M———
Harbour Investments, Inc.
N/A—59,062-59,062-100%$1.2M———
Hanover Advisors Inc
N/A—58,886-58,886-100%$1.1M———
Brown Advisory Inc
N/A—58,252-58,252-100%$1.1M———
Roundview Capital LLC
N/A—56,506-56,506-100%$1.1M———
Proficio Capital Partners LLC
N/A—56,349-56,349-100%$1.1M———
Bank of Montreal
N/A—55,763-55,763-100%$1.1M———
Vantage Point Financial LLC
N/A—54,688-54,688-100%$1.1M———
River Wealth Advisors LLC
N/A—54,243-54,243-100%$1.1M———
Astoria Portfolio Advisors Llc.
N/A—53,927-53,927-100%$1.1M———
Kovack Advisors, Inc.
N/A—50,788-50,788-100%$991.6K———
Capital Analysts, LLC
N/A—49,562-49,562-100%$947.0K———
Koss-Olinger Consulting, LLC
N/A—49,101-49,101-100%$958.7K———
Jaffetilchin Investment Partners, LLC
N/A—48,933-48,933-100%$955.4K———
Principal Securities, Inc.
N/A—47,792-47,792-100%$933.1K———
Advisory Services Network, LLC
N/A—45,780-45,780-100%$893.9K———
Stephens Inc
N/A—41,167-41,167-100%$803.8K———
Strathmore Capital Advisors, Inc.
N/A—40,479-40,479-100%$789.5K———
JPMorgan Chase & Co
N/A—39,880-39,880-100%$778.9K———
Steward Partners Investment Advisory, LLC
N/A—39,016-39,016-100%$761.8K———
Foundations Investment Advisors, LLC
N/A—38,487-38,487-100%$751.5K———
Western Wealth Management, LLC
N/A—38,280-38,280-100%$747.4K———
Arkadios Wealth Advisors
N/A—38,018-38,018-100%$742.3K———
IMA Advisory Services, Inc.
N/A—36,240-36,240-100%$707.6K———
Vermillion & White Wealth Management Group, LLC
N/A—35,831-35,831-100%$699.6K———
Two Sigma Securities, LLC
N/A—35,477-35,477-100%$692.7K———
Hobbs Group Advisors, LLC
N/A—35,469-35,469-100%$692.5K———
Financial Life Planners
N/A—33,393-33,393-100%$652.0K———
Mercer Global Advisors Inc
N/A—32,967-32,967-100%$643.7K———
Migdal Insurance & Financial Holdings Ltd.
N/A—32,730-32,730-100%$639.1K———
RPg Family Wealth Advisory, LLC
N/A—32,575-32,575-100%$636.0K———
Kintra Wealth, LLC
N/A—32,106-32,106-100%$627.8K———
CIBC World Market Inc.
N/A—30,515-30,515-100%$595.8K———
Rothschild Wealth LLC
N/A—28,785-28,785-100%$562.0K———
Coastal Bridge Advisors, LLC
N/A—27,634-27,634-100%$539.6K———
Axis Wealth Partners, LLC
N/A—27,367-27,367-100%$534.3K———
IEQ Capital, LLC
N/A—26,573-26,573-100%$518.8K———
Arete Wealth Advisors, LLC
N/A—24,808-24,808-100%$484.3K———
Franklin Resources Inc
N/A—24,768-24,768-100%$483.6K———
Nalls Sherbakoff Group, LLC
N/A—24,516-24,516-100%$478.7K———
Atlantic Union Bankshares Corp
N/A—24,325-24,325-100%$474.9K———
Wealthspire Retirement, LLC
N/A—24,071-24,071-100%$470.6K———
Focus Partners Advisor Solutions, LLC
N/A—22,397-22,397-100%$437.3K———
Alerus Financial NA
N/A—22,381-22,381-100%$437.0K———
HRT Financial LP
N/A—21,717-21,717-100%$424.0K———
Sun Financial Inc
N/A—20,625-20,625-100%$403.0K———
GHE, LLC
N/A—19,000-19,000-100%$370.9K———
Heron Bay Capital Management
N/A—18,867-18,867-100%$368.4K———
Potomac Fund Management Inc
N/A—18,344-18,344-100%$358.2K———
Crews Bank & Trust
N/A—17,965-17,965-100%$350.8K———
Peak Retirement Planning, Inc.
N/A—17,922-17,922-100%$349.9K———
Dover Advisors, LLC
N/A—17,718-17,718-100%$346.8K———
LaSalle St. Investment Advisors, LLC
N/A—16,333-16,333-100%$318.9K———
HM Payson & Co
N/A—16,014-16,014-100%$312.7K———
Ausdal Financial Partners, Inc.
N/A—15,931-15,931-100%$311.1K———
Beto Financial Group, LLC
N/A—15,809-15,809-100%$308.4K———
Denver Wealth Management, Inc.
N/A—14,969-14,969-100%$292.3K———
Regal Investment Advisors LLC
N/A—14,711-14,711-100%$287.2K———
Wealth Advisors of Iowa, LLC
N/A—13,715-13,715-100%$267.8K———
Pinnacle Financial Partners, Inc.
N/A—13,345-13,345-100%$260.6K———
World Investment Advisors
N/A—13,318-13,318-100%$260.1K———
FCA Corp
N/A—12,946-12,946-100%$252.8K———
Vestmark Advisory Solutions, Inc.
N/A—12,733-12,733-100%$248.6K———
Keystone Financial Group
N/A—11,850-11,850-100%$231.4K———
F/m Investments LLC
N/A—11,652-11,652-100%$227.5K———
Checchi Capital Advisers, LLC
N/A—11,269-11,269-100%$220.0K———
First Manhattan Co. Llc.
N/A—10,596-10,596-100%$206.9K———
FMR LLC
N/A—10,392-10,392-100%$202.9K———
Sequoia Financial Advisors, LLC
N/A—10,354-10,354-100%$202.2K———
Morris Financial Concepts, Inc.
N/A—10,214-10,214-100%$199.4K———
Rialto Wealth Management, LLC
N/A—9,671-9,671-100%$188.8K———
Anchor Investment Management, LLC
N/A—8,538-8,538-100%$166.7K———
IFG Advisory, LLC
N/A—8,315-8,315-100%$162.3K———
Global Retirement Partners, LLC
N/A—6,574-6,574-100%$128.4K———
JPL Wealth Management, LLC
N/A—5,593-5,593-100%$109.2K———
O'shaughnessy Asset Management, LLC
N/A—5,447-5,447-100%$106.4K———
Cbiz Investment Advisory Services, LLC
N/A—4,266-4,266-100%$83.3K———
Ancora Advisors LLCA
N/A—4,016-4,016-100%$78.4K———
Keating Financial Advisory Services, Inc.
N/A—2,295-2,295-100%$44.8K———
Federation des caisses Desjardins du Quebec
N/A—1,538-1,538-100%$30.0K———
AE Wealth Management LLC
N/A—1,489-1,489-100%$29.1K———
SHP Wealth Management
N/A—1,433-1,433-100%$28.0K———
Ameritas Investment Partners, Inc.
N/A—1,199-1,199-100%$23.4K———
SouthState Bank Corp
N/A—940-940-100%$18.4K———
Three Bearings Fiduciary Advisors, Inc.
N/A—700-700-100%$13.7K———
Vanguard Advisers Inc
N/A—700-700-100%$13.7K———
Walsh & Associates, LLC
N/A—560-560-100%$10.9K———
Rockefeller Capital Management L.P.
N/A—519-519-100%$10.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—477-477-100%$9.3K———
BFC Planning, Inc.
N/A—477-477-100%$9.3K———
Topsail Wealth Management, LLC
N/A—150-150-100%$2.9K———
BNP Paribas Financial Markets
N/A—97-97-100%$1.9K———
Showing 411 of 411 institutions