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Ishares Morningstar Growth E (ILCG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
B&D White Capital Company, LLC
DECREASED
Shares425,161 from 471,430
Change-46,269 (-10%)
Value$49.7M (-$5.4M)
Filed 2026-11-02
McKinley Carter Wealth Services, Inc.
DECREASED
Shares276,452 from 279,192
Change-2,740 (-1%)
Value$32.3M (-$334.5K)
Filed 2026-10-16
Commonwealth Equity Services, LLC
DECREASED
Shares251,350 from 312,674
Change-61,324 (-20%)
Value$29.4M (-$7.2M)
Filed 2026-11-02
Park Avenue Securities LLC
INCREASED
Shares176,394 from 170,932
Change+5,462 (+3%)
Value$20.6M (+$631.0K)
Filed 2026-10-26
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares162,220 from 164,399
Change-2,179 (-1%)
Value$19.2M (+$60.8K)
Filed 2026-10-13
Arcadia Wealth Management, LLC
INCREASED
Shares146,427 from 61,199
Change+85,228 (+139%)
Value$17.1M (+$10.0M)
Filed 2026-10-22
LongView Wealth Management
DECREASED
Shares128,090 from 128,562
Change-472 (0%)
Value$15.0M (-$61.7K)
Filed 2026-10-19
Prime Capital Investment Advisors, LLC
DECREASED
Shares125,358 from 125,749
Change-391 (0%)
Value$14.7M (-$52.0K)
Filed 2026-10-20
Cornerstone Wealth Management, LLC
DECREASED
Shares106,553 from 107,876
Change-1,323 (-1%)
Value$12.5M (-$160.2K)
Filed 2026-11-04
Bank of New York Mellon Corp
DECREASED
Shares99,551 from 99,920
Change-369 (0%)
Value$11.6M (-$48.2K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares97,374 from 76,747
Change+20,627 (+27%)
Value$11.4M (+$2.4M)
Filed 2026-11-02
Investors Research Corp
DECREASED
Shares91,256 from 91,309
Change-53 (0%)
Value$10.7M (-$10.8K)
Filed 2026-10-07
White Pine Investment Co
INCREASED
Shares74,925 from 74,336
Change+589 (+1%)
Value$8.8K (-$8.7M)
Filed 2026-10-15
Marietta Wealth Management, LLC
DECREASED
Shares67,059 from 70,015
Change-2,956 (-4%)
Value$7.7M (-$443.2K)
Filed 2026-10-22
Woodard & Co Asset Management Group Inc
DECREASED
Shares64,705 from 64,730
Change-25 (0%)
Value$7.6M (-$6.1K)
Filed 2026-11-03
Sunburst Financial Group, LLC
DECREASED
Shares58,175 from 58,544
Change-369 (-1%)
Value$6.8M (-$46.1K)
Filed 2026-10-09
Assetmark, Inc
INCREASED
Shares52,875 from 33,913
Change+18,962 (+56%)
Value$6.2M (+$2.2M)
Filed 2026-10-21
Ipsen Advisor Group LLC
DECREASED
Shares52,398 from 52,862
Change-464 (-1%)
Value$6.1M (-$56.9K)
Filed 2026-10-29
Northwest Wealth Advisors, LLC
INCREASED
Shares48,783 from 43,587
Change+5,196 (+12%)
Value$5.7M (+$605.6K)
Filed 2026-11-02
Creative Planning
DECREASED
Shares47,372 from 47,904
Change-532 (-1%)
Value$5.5M (-$64.6K)
Filed 2026-11-02
Elevation Capital Advisory, LLC
INCREASED
Shares43,198 from 43,105
Change+93 (+0%)
Value$5.1M (+$8.7K)
Filed 2026-10-29
American Financial & TAX Strategies Inc
DECREASED
Shares41,530 from 42,022
Change-492 (-1%)
Value$4.9M (-$59.7K)
Filed 2026-10-16
Retirement Planning Group, LLC
DECREASED
Shares41,235 from 41,748
Change-513 (-1%)
Value$4.8M (-$62.1K)
Filed 2026-10-19
Kestra Advisory Services, LLC
INCREASED
Shares34,857 from 28,120
Change+6,737 (+24%)
Value$4.1M (+$786.6K)
Filed 2026-11-02
Asempa Wealth Advisors
INCREASED
Shares31,317 from 26,560
Change+4,757 (+18%)
Value$3.7M (+$571.5K)
Filed 2026-10-07
GenWealth Group, Inc.
DECREASED
Shares30,463 from 30,489
Change-26 (0%)
Value$3.6M (-$4.6K)
Filed 2026-10-16
Citigroup Inc
DECREASED
Shares30,333 from 32,210
Change-1,877 (-6%)
Value$3.5M (-$221.2K)
Filed 2026-11-04
VestGen Advisors, LLC
DECREASED
Shares30,312 from 31,280
Change-968 (-3%)
Value$3.5M (-$114.9K)
Filed 2026-10-27
Steinberganna Wealth Management
DECREASED
Shares28,946 from 29,154
Change-208 (-1%)
Value$3.4M (-$25.8K)
Filed 2026-10-23
Capital Advisors, Ltd. LLC
INCREASED
Shares25,524 from 24,560
Change+964 (+4%)
Value$3.0M (+$3.0M)
Filed 2026-10-27
Flagship Harbor Advisors, LLC
DECREASED
Shares24,869 from 25,084
Change-215 (-1%)
Value$2.9M (-$26.3K)
Filed 2026-10-26
Ashton Thomas Securities, LLC
NEW
Shares24,682
Change+24,682
Value$2.9M
Filed 2026-10-26
North Star Investment Management Corp.
INCREASED
Shares24,147 from 24,064
Change+83 (+0%)
Value$2.8M (+$8.5K)
Filed 2026-10-27
Roman Butler Fullerton & Co
INCREASED
Shares22,472 from 20,872
Change+1,600 (+8%)
Value$2.6M (+$175.3K)
Filed 2026-10-27
Shira Ridge Wealth Management
DECREASED
Shares22,031 from 22,117
Change-86 (0%)
Value$2.6M (-$11.2K)
Filed 2026-10-09
Pinnacle Financial Group, LLC / IL
INCREASED
Shares21,839 from 21,837
Change+2 (+0%)
Value$2.6M (-$782)
Filed 2026-10-29
Farther Finance Advisors, LLC
DECREASED
Shares21,342 from 26,845
Change-5,503 (-20%)
Value$2.5M (-$645.0K)
Filed 2026-10-08
Basso Capital Management, L.P.
DECREASED
Shares21,148 from 23,568
Change-2,420 (-10%)
Value$2.5M (-$284.2K)
Filed 2026-10-30
Cape Investment Advisory, Inc.
INCREASED
Shares20,377 from 20,371
Change+6 (+0%)
Value$2.4M (-$317)
Filed 2026-10-13
Beacon Financial Advisory LLC
DECREASED
Shares19,201 from 19,438
Change-237 (-1%)
Value$2.2M (-$28.7K)
Filed 2026-10-16
Horst & Graben Wealth Management LLC
INCREASED
Shares18,220 from 18,219
Change+1 (+0%)
Value$2.1M (+$24.0K)
Filed 2026-11-02
XML Financial, LLC
DECREASED
Shares17,809 from 17,902
Change-93 (-1%)
Value$2.1M (-$11.8K)
Filed 2026-10-29
Key FInancial Inc
INCREASED
Shares16,798 from 16,690
Change+108 (+1%)
Value$2.0M (+$11.8K)
Filed 2026-11-02
Absolute Capital Management, LLC
INCREASED
Shares15,716 from 15,570
Change+146 (+1%)
Value$1.8M (+$16.3K)
Filed 2026-10-16
Daymark Wealth Partners, LLC
DECREASED
Shares15,246 from 15,744
Change-498 (-3%)
Value$1.8M (-$59.0K)
Filed 2026-11-04
Creative Financial Designs Inc
DECREASED
Shares15,227 from 15,461
Change-234 (-2%)
Value$1.8M (-$28.2K)
Filed 2026-11-04
Towerpoint Wealth, LLC
DECREASED
Shares14,939 from 15,792
Change-853 (-5%)
Value$1.7M (-$100.5K)
Filed 2026-10-13
Davenport & Co LLC
UNCHANGED
Shares14,803 from 14,803
Change0 (0%)
Value$1.7M (-$651)
Filed 2026-10-14
Truist Financial Corp
DECREASED
Shares14,137 from 14,945
Change-808 (-5%)
Value$1.7M (-$95.2K)
Filed 2026-10-30
Focus Financial Network, Inc.
DECREASED
Shares13,578 from 15,594
Change-2,016 (-13%)
Value$1.6M (-$236.6K)
Filed 2026-10-14
Greenspring Advisors, LLC
UNCHANGED
Shares13,565 from 13,565
Change0 (0%)
Value$1.6M (-$679)
Filed 2026-11-05
Pinnacle Bancorp, Inc.
UNCHANGED
Shares13,502 from 13,502
Change0 (0%)
Value$1.6M (-$675)
Filed 2026-10-21
Sigma Planning Corp
DECREASED
Shares13,377 from 14,534
Change-1,157 (-8%)
Value$1.6M (-$136.0K)
Filed 2026-10-23
Atria Investments, Inc
DECREASED
Shares13,040 from 13,614
Change-574 (-4%)
Value$1.5M (-$67.8K)
Filed 2026-10-15
Paragon Private Wealth Management, LLC
INCREASED
Shares12,885 from 11,469
Change+1,416 (+12%)
Value$1.5M (+$165.0K)
Filed 2026-10-20
Csenge Advisory Group
INCREASED
Shares12,408 from 12,334
Change+74 (+1%)
Value$1.5M (+$8.0K)
Filed 2026-11-04
JIM Saulnier & Associates, LLC
DECREASED
Shares11,935 from 16,371
Change-4,436 (-27%)
Value$1.4M (-$519.7K)
Filed 2026-11-04
Oppenheimer & Co Inc
INCREASED
Shares11,760 from 11,417
Change+343 (+3%)
Value$1.4M (+$39.6K)
Filed 2026-10-26
ANB Bank
INCREASED
Shares11,605 from 10,813
Change+792 (+7%)
Value$1.4M (+$92.1K)
Filed 2026-10-09
Lido Advisors, LLC
INCREASED
Shares11,478 from 2,243
Change+9,235 (+412%)
Value$1.3M (+$1.1M)
Filed 2026-11-04
Wealthcare Advisory Partners LLC
DECREASED
Shares11,357 from 11,577
Change-220 (-2%)
Value$1.3M (-$26.3K)
Filed 2026-10-21
JGP Wealth Management, LLC
INCREASED
Shares10,516 from 9,103
Change+1,413 (+16%)
Value$1.2M (+$164.9K)
Filed 2026-10-13
Fifth Third Bancorp
DECREASED
Shares10,443 from 14,147
Change-3,704 (-26%)
Value$1.2M (-$433.9K)
Filed 2026-11-05
PKS Advisory Services, LLC
UNCHANGED
Shares10,139 from 10,139
Change0 (0%)
Value$1.2M ($0)
Filed 2026-10-26
Cooper Financial Group
INCREASED
Shares9,676 from 9,671
Change+5 (+0%)
Value$1.1M (+$152)
Filed 2026-10-07
Goldstein Advisors, LLC
DECREASED
Shares9,460 from 9,572
Change-112 (-1%)
Value$1.1M (-$13.6K)
Filed 2026-10-15
HB Wealth Management, LLC
INCREASED
Shares9,356 from 8,468
Change+888 (+10%)
Value$1.1M (+$103.4K)
Filed 2026-10-23
International Assets Investment Management, LLC
UNCHANGED
Shares9,229 from 9,229
Change0 (0%)
Value$1.1M (+$16.9K)
Filed 2026-11-02
Indivisible Partners
INCREASED
Shares9,215 from 9,203
Change+12 (+0%)
Value$1.1M (+$839)
Filed 2026-10-26
Invested Advisors
INCREASED
Shares8,675 from 6,836
Change+1,839 (+27%)
Value$1.0M (+$214.8K)
Filed 2026-10-23
Pinnacle Associates LTD
INCREASED
Shares8,650 from 8,648
Change+2 (+0%)
Value$1.0M (-$220)
Filed 2026-10-20
Livet Wealth, LLC
INCREASED
Shares8,583 from 8,582
Change+1 (+0%)
Value$1.0M (-$363)
Filed 2026-10-27
Rodgers & Associates, LTD
DECREASED
Shares8,288 from 8,373
Change-85 (-1%)
Value$969.4K (-$10.4K)
Filed 2026-10-20
Cedar Point Capital Partners, LLC
INCREASED
Shares8,226 from 8,002
Change+224 (+3%)
Value$962.2K (+$25.8K)
Filed 2026-10-29
Private Trust Co NA
UNCHANGED
Shares8,086 from 8,086
Change0 (0%)
Value$945.8K (-$405)
Filed 2026-10-20
Independent Financial Group, LLC
INCREASED
Shares8,041 from 6,892
Change+1,149 (+17%)
Value$940.6K (+$134.1K)
Filed 2026-10-13
Adell Harriman & Carpenter Inc
UNCHANGED
Shares7,895 from 7,895
Change0 (0%)
Value$923.5K (-$394)
Filed 2026-11-02
Summit Asset Management, LLC
UNCHANGED
Shares7,845 from 7,845
Change0 (0%)
Value$917.6K (-$392)
Filed 2026-11-05
GW Henssler & Associates LTD
UNCHANGED
Shares7,677 from 7,677
Change0 (0%)
Value$898.0K (-$384)
Filed 2026-10-26
Ascentis Independent Advisors
NEW
Shares7,511
Change+7,511
Value$878.6K
Filed 2026-11-03
Merited Wealth, LLC
INCREASED
Shares7,284 from 5,764
Change+1,520 (+26%)
Value$852.0K (+$177.5K)
Filed 2026-10-13
Fortune 45 LLC
INCREASED
Shares6,952 from 6,942
Change+10 (+0%)
Value$813.2K (+$632)
Filed 2026-10-14
Vision Capital Management, Inc.
UNCHANGED
Shares6,740 from 6,740
Change0 (0%)
Value$788.4K (-$337)
Filed 2026-10-20
Patten & Patten Inc
UNCHANGED
Shares6,222 from 6,222
Change0 (0%)
Value$727.8K (-$311)
Filed 2026-10-26
BIP Wealth, LLC
UNCHANGED
Shares6,040 from 6,040
Change0 (0%)
Value$706.5K (-$302)
Filed 2026-10-22
Outlook Wealth Advisors, LLC
UNCHANGED
Shares6,031 from 6,031
Change0 (0%)
Value$705.4K (-$301)
Filed 2026-10-28
Optivise Advisory Services LLC
DECREASED
Shares5,943 from 6,180
Change-237 (-4%)
Value$695.1K (-$28.1K)
Filed 2026-10-19
Archer Investment Corp
UNCHANGED
Shares5,858 from 5,858
Change0 (0%)
Value$685.2K (-$293)
Filed 2026-11-05
Mather Group, Llc.
UNCHANGED
Shares5,837 from 5,837
Change0 (0%)
Value$682.8K (-$292)
Filed 2026-10-14
MKT Advisors LLC
INCREASED
Shares5,811 from 5,810
Change+1 (+0%)
Value$688.3K (+$25.3K)
Filed 2026-10-20
Elevation Wealth Management LLC
INCREASED
Shares5,778 from 3,787
Change+1,991 (+53%)
Value$675.9K (+$232.7K)
Filed 2026-11-02
Simplicity Wealth,LLC
DECREASED
Shares5,671 from 5,737
Change-66 (-1%)
Value$663.3K (-$8.0K)
Filed 2026-10-23
Signature Estate & Investment Advisors LLC
INCREASED
Shares5,614 from 5,607
Change+7 (+0%)
Value$656.7K (+$510)
Filed 2026-10-13
Midwest Financial Partners Investments, Inc.
UNCHANGED
Shares5,505 from 5,505
Change0 (0%)
Value$643.9K (-$276)
Filed 2026-10-08
Avantra Family Wealth, Inc.
UNCHANGED
Shares5,400 from 5,400
Change0 (0%)
Value$631.6K (-$270)
Filed 2026-10-20
J.W. Cole Advisors, Inc.
DECREASED
Shares5,274 from 5,524
Change-250 (-5%)
Value$617.0K (-$29.5K)
Filed 2026-11-05
Cullen T Bankers, Inc.
NEW
Shares5,197
Change+5,197
Value$607.9K
Filed 2026-10-28
US Bancorp \de\
UNCHANGED
Shares5,138 from 5,138
Change0 (0%)
Value$601.0K (-$257)
Filed 2026-11-05
Courage Miller Partners, LLC
DECREASED
Shares5,065 from 5,180
Change-115 (-2%)
Value$592.5K (-$13.7K)
Filed 2026-10-21
Mlp3, LLC
INCREASED
Shares4,906 from 3,600
Change+1,306 (+36%)
Value$573.9K (+$152.6K)
Filed 2026-10-22
Concurrent Investment Advisors, LLC
NEW
Shares4,880
Change+4,880
Value$570.8K
Filed 2026-10-16
Strategic Blueprint, LLC
INCREASED
Shares4,879 from 4,609
Change+270 (+6%)
Value$570.7K (+$31.4K)
Filed 2026-10-22
Cornerstone Wealth Group, LLC
UNCHANGED
Shares4,860 from 4,860
Change0 (0%)
Value$568.5K (-$243)
Filed 2026-11-02
Milestone Investment Advisors LLC
UNCHANGED
Shares4,825 from 4,825
Change0 (0%)
Value$564.4K (-$241)
Filed 2026-11-05
Valpey Financial Services, LLC
INCREASED
Shares4,758 from 4,529
Change+229 (+5%)
Value$556.5K (+$26.5K)
Filed 2026-10-30
Aspect Partners, LLC
UNCHANGED
Shares4,755 from 4,755
Change0 (0%)
Value$556.2K (-$238)
Filed 2026-10-20
LJI Wealth Management, LLC
DECREASED
Shares4,325 from 4,427
Change-102 (-2%)
Value$505.9K (-$12.2K)
Filed 2026-10-28
Roof Eidam Maycock Peralta, LLC
UNCHANGED
Shares4,250 from 4,250
Change0 (0%)
Value$497.1K (-$212)
Filed 2026-10-15
Annex Advisory Services, LLC
INCREASED
Shares4,222 from 4,178
Change+44 (+1%)
Value$493.8K (+$4.9K)
Filed 2026-10-16
Syntegra Private Wealth Group, LLC
DECREASED
Shares4,179 from 4,244
Change-65 (-2%)
Value$488.8K (-$7.8K)
Filed 2026-10-13
Accel Wealth Management
INCREASED
Shares4,075 from 4,073
Change+2 (+0%)
Value$476.6K (+$38)
Filed 2026-10-13
Diversify Wealth Management, LLC
DECREASED
Shares4,029 from 4,037
Change-8 (0%)
Value$465.1K (+$17.1K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares4,029 from 4,037
Change-8 (0%)
Value$465.1K (+$17.1K)
Filed 2026-10-20
Joel Adams & Associates, Inc.
INCREASED
Shares3,885 from 3,880
Change+5 (+0%)
Value$454.4K (+$354)
Filed 2026-11-02
Sowell Financial Services LLC
INCREASED
Shares3,609 from 2,152
Change+1,457 (+68%)
Value$422.2K (+$170.4K)
Filed 2026-10-23
Gilman Hill Asset Management, LLC
DECREASED
Shares3,310 from 3,460
Change-150 (-4%)
Value$387.2K (-$17.7K)
Filed 2026-10-13
First Heartland Consultants, Inc.
INCREASED
Shares3,162 from 2,952
Change+210 (+7%)
Value$369.8K (+$24.4K)
Filed 2026-10-08
Eagle Global Advisors LLC
INCREASED
Shares3,100 from 3,015
Change+85 (+3%)
Value$362.6K (+$9.8K)
Filed 2026-11-02
Evanson Financial, LLC
UNCHANGED
Shares3,100 from 3,100
Change0 (0%)
Value$362.6K (-$155)
Filed 2026-10-23
Good Harbor Advisors, Inc.
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$350.9K (-$150)
Filed 2026-10-20
Selective Wealth Management, Inc.
NEW
Shares2,917
Change+2,917
Value$336.7K
Filed 2026-10-16
Paragon Capital Management Ltd
DECREASED
Shares2,904 from 3,634
Change-730 (-20%)
Value$339.7K (-$85.6K)
Filed 2026-10-09
AlphaCore Capital LLC
UNCHANGED
Shares2,850 from 2,850
Change0 (0%)
Value$333.4K (-$142)
Filed 2026-11-04
StoneX Group Inc.
INCREASED
Shares2,813 from 2,805
Change+8 (+0%)
Value$329.0K (+$754)
Filed 2026-11-03
Valeo Financial Advisors, LLC
INCREASED
Shares2,764 from 2,761
Change+3 (+0%)
Value$323.3K (+$173)
Filed 2026-10-08
Kaydan Wealth Management, Inc.
UNCHANGED
Shares2,750 from 2,750
Change0 (0%)
Value$321.7K (-$137)
Filed 2026-10-08
Eastern Bank
INCREASED
Shares2,707 from 2,490
Change+217 (+9%)
Value$316.6K (+$25.3K)
Filed 2026-10-05
Fiduciary Alliance LLC
UNCHANGED
Shares2,692 from 2,692
Change0 (0%)
Value$314.9K (-$129)
Filed 2026-10-13
Sherman Wealth Management LLC
INCREASED
Shares2,644 from 2,643
Change+1 (+0%)
Value$309.2K (+$7)
Filed 2026-10-16
SigFig Wealth Management, LLC
NEW
Shares2,601
Change+2,601
Value$304.2K
Filed 2026-10-07
Laurel Wealth Advisors LLC
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$304.1K (-$130)
Filed 2026-10-27
KPP Advisory Services LLC
DECREASED
Shares2,565 from 2,758
Change-193 (-7%)
Value$300.0K (-$22.7K)
Filed 2026-10-26
McHugh Group, LLC
UNCHANGED
Shares2,530 from 2,530
Change0 (0%)
Value$295.9K (-$127)
Filed 2026-10-19
Sagespring Wealth Partners, LLC
NEW
Shares2,527
Change+2,527
Value$295.6K
Filed 2026-10-22
Platt Investment Counsel, LLC
DECREASED
Shares2,507 from 2,638
Change-131 (-5%)
Value$293.2K (-$15.5K)
Filed 2026-10-07
First Interstate Bank
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$292.4K (-$125)
Filed 2026-10-23
Opinicus Capital, Inc.
INCREASED
Shares2,446 from 2,443
Change+3 (+0%)
Value$286.1K (+$222)
Filed 2026-10-28
Nilsine Partners, LLC
UNCHANGED
Shares2,400 from 2,400
Change0 (0%)
Value$280.7K (-$120)
Filed 2026-11-02
Arlington Financial Advisors, LLC
INCREASED
Shares2,398 from 2,319
Change+79 (+3%)
Value$280.5K (+$9.1K)
Filed 2026-10-19
MGO One Seven LLC
DECREASED
Shares2,382 from 2,614
Change-232 (-9%)
Value$278.6K (-$27.2K)
Filed 2026-10-28
Blue Sky Capital Consultants Group, Inc.
UNCHANGED
Shares2,380 from 2,380
Change0 (0%)
Value$278.4K (-$119)
Filed 2026-10-13
Family Investment Center, Inc.
DECREASED
Shares2,378 from 2,398
Change-20 (-1%)
Value$278.2K (-$2.5K)
Filed 2026-10-19
BridgePort Financial Solutions, LLC
DECREASED
Shares2,353 from 2,468
Change-115 (-5%)
Value$275.2K (-$13.6K)
Filed 2026-11-02
Sensible Money, LLC
NEW
Shares2,267
Change+2,267
Value$265.1K
Filed 2026-10-20
Asset Dedication, LLC
NEW
Shares2,267
Change+2,267
Value$265.1K
Filed 2026-11-03
Kingswood Wealth Advisors, LLC
INCREASED
Shares2,252 from 2,203
Change+49 (+2%)
Value$263.4K (+$5.6K)
Filed 2026-10-23
RFG Advisory, LLC
DECREASED
Shares2,239 from 2,539
Change-300 (-12%)
Value$261.9K (-$35.2K)
Filed 2026-11-03
Redstone Wealth Management, LLC
UNCHANGED
Shares2,090 from 2,090
Change0 (0%)
Value$244.5K (-$105)
Filed 2026-10-20
Nations Financial Group Inc,
DECREASED
Shares2,072 from 2,471
Change-399 (-16%)
Value$242.4K (-$46.8K)
Filed 2026-11-05
WealthPlan Investment Management, LLC
INCREASED
Shares2,048 from 1,962
Change+86 (+4%)
Value$239.6K (+$10.0K)
Filed 2026-10-15
Cadent Capital Advisors, LLC
INCREASED
Shares2,032 from 2,030
Change+2 (+0%)
Value$237.7K (+$185)
Filed 2026-10-09
CoreCap Advisors, LLC
DECREASED
Shares2,026 from 2,082
Change-56 (-3%)
Value$237.1K (-$6.5K)
Filed 2026-10-08
Floyd Financial Group LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$236.4K (+$4.4K)
Filed 2026-10-28
Harbor Investment Advisory, LLC
UNCHANGED
Shares1,952 from 1,952
Change0 (0%)
Value$228.3K (-$98)
Filed 2026-10-13
Family Legacy, Inc.
UNCHANGED
Shares1,886 from 1,886
Change0 (0%)
Value$220.6K (-$95)
Filed 2026-10-13
Pathway Financial Advisors LLC
UNCHANGED
Shares1,805 from 1,805
Change0 (0%)
Value$211.1K (+$5.2K)
Filed 2026-10-07
Spectrum Wealth Advisory Group, LLC
UNCHANGED
Shares1,761 from 1,761
Change0 (0%)
Value$206.0K (-$88)
Filed 2026-10-29
Tred Avon Family Wealth, LLC
UNCHANGED
Shares1,730 from 1,730
Change0 (0%)
Value$202.4K (-$87)
Filed 2026-10-20
RMR Wealth Builders
NEW
Shares1,710
Change+1,710
Value$200.0K
Filed 2026-10-22
Oakworth Capital, Inc.
NEW
Shares1,638
Change+1,638
Value$191.6K
Filed 2026-10-26
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares1,595 from 1,595
Change0 (0%)
Value$186.5K (-$79)
Filed 2026-10-16
Tsfg, LLC
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$152 (-$151.8K)
Filed 2026-10-23
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$129.0K ($0)
Filed 2026-11-04
Atwood & Palmer Inc
INCREASED
Shares1,132 from 1,130
Change+2 (+0%)
Value$132.4K (+$103)
Filed 2026-10-08
Creative Capital Management Investments LLC
UNCHANGED
Shares1,007 from 1,007
Change0 (0%)
Value$117.8K (-$50)
Filed 2026-10-28
Cedar Mountain Advisors, LLC
DECREASED
Shares936 from 1,020
Change-84 (-8%)
Value$109.5K (-$9.9K)
Filed 2026-10-15
Spire Wealth Management
INCREASED
Shares919 from 507
Change+412 (+81%)
Value$107.5K (+$48.2K)
Filed 2026-10-30
Elyxium Wealth, LLC
NEW
Shares912
Change+912
Value$106.7K
Filed 2026-10-27
Signature Equity Partners, LLC
INCREASED
Shares864 from 858
Change+6 (+1%)
Value$101.1K (+$662)
Filed 2026-10-29
Washington Trust Advisors, Inc.
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$87.7K (-$37)
Filed 2026-10-22
Lanark Financial, Inc.
UNCHANGED
Shares720 from 720
Change0 (0%)
Value$84.2K (-$36)
Filed 2026-10-26
Signaturefd, LLC
UNCHANGED
Shares680 from 680
Change0 (0%)
Value$79.5K (-$34)
Filed 2026-10-23
Realta Investment Advisors
UNCHANGED
Shares580 from 580
Change0 (0%)
Value$67.8K (-$29)
Filed 2026-10-14
Costello Asset Management, Inc
UNCHANGED
Shares574 from 574
Change0 (0%)
Value$67.2K (+$12)
Filed 2026-10-30
MidAtlantic Capital Management, Inc.
NEW
Shares534
Change+534
Value$62.5K
Filed 2026-11-05
Larson Financial Group LLC
INCREASED
Shares501 from 500
Change+1 (+0%)
Value$58.6K (+$92)
Filed 2026-11-05
Salomon & Ludwin, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$58.5K (+$655)
Filed 2026-10-29
CX Institutional
UNCHANGED
Shares465 from 465
Change0 (0%)
Value$54 ($0)
Filed 2026-10-02
Bullock Wealth Management Group
DECREASED
Shares388 from 467
Change-79 (-17%)
Value$45.6K (-$8.4K)
Filed 2026-10-09
Rossby Financial, LCC
UNCHANGED
Shares372 from 372
Change0 (0%)
Value$43.5K (-$18)
Filed 2026-11-05
Silver Grove Financial Group, Inc.
INCREASED
Shares294 from 83
Change+211 (+254%)
Value$34.4K (+$24.7K)
Filed 2026-11-05
Parallel Advisors, LLC
DECREASED
Shares275 from 859
Change-584 (-68%)
Value$32.2K (-$68.4K)
Filed 2026-11-03
Jnba Financial Advisors
UNCHANGED
Shares256 from 256
Change0 (0%)
Value$29.9K (-$13)
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares247 from 182
Change+65 (+36%)
Value$28.9K (+$7.6K)
Filed 2026-10-16
NBT Bank, N.A.
UNCHANGED
Shares216 from 216
Change0 (0%)
Value$25.3K (-$10)
Filed 2026-10-21
MH & Associates Securities Management Corp
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$23.4K (-$10)
Filed 2026-10-30
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares197 from 197
Change0 (0%)
Value$23.0K (-$10)
Filed 2026-10-30
Financial Consulate, Inc
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$21.6K (-$9)
Filed 2026-10-23
Signature Resources Capital Management, LLC
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$21.1K (-$9)
Filed 2026-10-16
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$12.5K (-$5)
Filed 2026-11-04
Goodman Advisory Group, LLC
DECREASED
Shares104 from 171,762
Change-171,658 (-100%)
Value$12.2K (-$20.1M)
Filed 2026-11-02
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$11.5K (-$5)
Filed 2026-10-27
Jacobi Capital Management LLC
NEW
Shares50
Change+50
Value$5.8K
Filed 2026-11-05
Holos Integrated Wealth LLC
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$4.1K (+$1)
Filed 2026-10-23
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 8,000
Change-8,000 (-100%)
Value$0 (-$936.2K)
Filed 2026-10-14
Flagstar Securities, Inc
CLOSED
Shares0 from 4,773
Change-4,773 (-100%)
Value$0 (-$558.5K)
Filed 2026-10-15
Mission Wealth Management, LP
CLOSED
Shares0 from 2,500
Change-2,500 (-100%)
Value$0 (-$292.6K)
Filed 2026-10-15
Kestra Investment Management, LLC
CLOSED
Shares0 from 2,293
Change-2,293 (-100%)
Value$0 (-$268.4K)
Filed 2026-11-04
Dynamic Advisor Solutions LLC
CLOSED
Shares0 from 2,155
Change-2,155 (-100%)
Value$0 (-$252.2K)
Filed 2026-10-13
WBH Advisory Inc
CLOSED
Shares0 from 1,939
Change-1,939 (-100%)
Value$0 (-$226.9K)
Filed 2026-11-05
Cornerstone Planning Group LLC
CLOSED
Shares0 from 730
Change-730 (-100%)
Value$0 (-$83.4K)
Filed 2026-10-16
Belvedere Trading LLC
CLOSED
Shares0 from 662
Change-662 (-100%)
Value$0 (-$77.5K)
Filed 2026-11-05
LifeSteps Financial, Inc.
CLOSED
Shares0 from 344
Change-344 (-100%)
Value$0 (-$40.3K)
Filed 2026-10-15
MCF Advisors LLC
CLOSED
Shares0 from 114
Change-114 (-100%)
Value$0 (-$13.3K)
Filed 2026-10-28
Sage Mountain Advisors LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$11.7K)
Filed 2026-11-02
Lloyd Advisory Services, Llc.
CLOSED
Shares0 from 66
Change-66 (-100%)
Value$0 (-$7.8K)
Filed 2026-11-02
Ashton Thomas Private Wealth, LLC
CLOSED
Shares0 from 26
Change-26 (-100%)
Value$0 (-$3.0K)
Filed 2026-11-03
LPL Financial LLC
N/A
Shares— from 1,257,846
Change-1,257,846 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,109,788
Change-1,109,788 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,021,655
Change-1,021,655 (-100%)
Value—
Clearstead Trust, LLC
N/A
Shares— from 734,041
Change-734,041 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 724,901
Change-724,901 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 695,126
Change-695,126 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 674,386
Change-674,386 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 623,515
Change-623,515 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 454,141
Change-454,141 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 415,107
Change-415,107 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 395,293
Change-395,293 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 372,366
Change-372,366 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 292,205
Change-292,205 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 288,309
Change-288,309 (-100%)
Value—
UBS Group AG
N/A
Shares— from 208,372
Change-208,372 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 141,722
Change-141,722 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 133,591
Change-133,591 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 110,087
Change-110,087 (-100%)
Value—
WIN Advisors, Inc
N/A
Shares— from 96,476
Change-96,476 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 87,636
Change-87,636 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 85,075
Change-85,075 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 77,535
Change-77,535 (-100%)
Value—
&partners
N/A
Shares— from 68,243
Change-68,243 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 60,344
Change-60,344 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 59,976
Change-59,976 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 57,532
Change-57,532 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 56,663
Change-56,663 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 52,897
Change-52,897 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 52,499
Change-52,499 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 45,287
Change-45,287 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 44,894
Change-44,894 (-100%)
Value—
FMR LLC
N/A
Shares— from 42,400
Change-42,400 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 40,983
Change-40,983 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 35,571
Change-35,571 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 35,559
Change-35,559 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 34,173
Change-34,173 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 32,857
Change-32,857 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 32,117
Change-32,117 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 31,091
Change-31,091 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 30,918
Change-30,918 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 29,350
Change-29,350 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 27,023
Change-27,023 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 26,369
Change-26,369 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 25,326
Change-25,326 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 23,046
Change-23,046 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 22,743
Change-22,743 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 21,811
Change-21,811 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 20,235
Change-20,235 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 18,349
Change-18,349 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 18,345
Change-18,345 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 17,839
Change-17,839 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 17,027
Change-17,027 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 16,571
Change-16,571 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 16,508
Change-16,508 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 16,447
Change-16,447 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 15,935
Change-15,935 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 15,696
Change-15,696 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 15,557
Change-15,557 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 15,506
Change-15,506 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 15,186
Change-15,186 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 14,560
Change-14,560 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 13,952
Change-13,952 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 13,177
Change-13,177 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 13,162
Change-13,162 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 13,138
Change-13,138 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 13,050
Change-13,050 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 12,515
Change-12,515 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 11,543
Change-11,543 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 10,338
Change-10,338 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 10,269
Change-10,269 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 10,252
Change-10,252 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 9,252
Change-9,252 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 9,104
Change-9,104 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 9,093
Change-9,093 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 9,090
Change-9,090 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 8,642
Change-8,642 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 8,535
Change-8,535 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 8,415
Change-8,415 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 8,227
Change-8,227 (-100%)
Value—
Catalyst Financial Partners LLC
N/A
Shares— from 7,850
Change-7,850 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 7,673
Change-7,673 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 7,625
Change-7,625 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 7,230
Change-7,230 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 7,075
Change-7,075 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 7,034
Change-7,034 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 6,871
Change-6,871 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 6,395
Change-6,395 (-100%)
Value—
Toews Corp
N/A
Shares— from 6,355
Change-6,355 (-100%)
Value—
Blair William & Co
N/A
Shares— from 6,161
Change-6,161 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 6,119
Change-6,119 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 5,994
Change-5,994 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 5,882
Change-5,882 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 5,775
Change-5,775 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 5,709
Change-5,709 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 5,166
Change-5,166 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 5,060
Change-5,060 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 5,041
Change-5,041 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 4,987
Change-4,987 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 4,941
Change-4,941 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 4,869
Change-4,869 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 4,575
Change-4,575 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 4,490
Change-4,490 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 4,421
Change-4,421 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 4,328
Change-4,328 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 4,220
Change-4,220 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 4,198
Change-4,198 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 4,060
Change-4,060 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 3,939
Change-3,939 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 3,740
Change-3,740 (-100%)
Value—
Commerce Bank
N/A
Shares— from 3,703
Change-3,703 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 3,460
Change-3,460 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 3,297
Change-3,297 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 3,258
Change-3,258 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 3,192
Change-3,192 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 3,078
Change-3,078 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 2,966
Change-2,966 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 2,802
Change-2,802 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 2,754
Change-2,754 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 2,712
Change-2,712 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 2,525
Change-2,525 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 2,407
Change-2,407 (-100%)
Value—
Nwam LLC
N/A
Shares— from 2,333
Change-2,333 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 2,325
Change-2,325 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 2,248
Change-2,248 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 2,224
Change-2,224 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 2,223
Change-2,223 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 2,191
Change-2,191 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 2,145
Change-2,145 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 2,137
Change-2,137 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 2,091
Change-2,091 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,027
Change-2,027 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 1,740
Change-1,740 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 1,647
Change-1,647 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,545
Change-1,545 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,385
Change-1,385 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 1,116
Change-1,116 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 898
Change-898 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 610
Change-610 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 464
Change-464 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 458
Change-458 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 400
Change-400 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 378
Change-378 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 355
Change-355 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 336
Change-336 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 301
Change-301 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 175
Change-175 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 131
Change-131 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 129
Change-129 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 112
Change-112 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 88
Change-88 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 24
Change-24 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
B&D White Capital Company, LLC
DECREASED425,161471,430-46,269-10%$55.2M$49.7M-$5.4M2026-11-02
McKinley Carter Wealth Services, Inc.
DECREASED276,452279,192-2,740-1%$32.7M$32.3M-$334.5K2026-10-16
Commonwealth Equity Services, LLC
DECREASED251,350312,674-61,324-20%$36.6M$29.4M-$7.2M2026-11-02
Park Avenue Securities LLC
INCREASED176,394170,932+5,462+3%$20.0M$20.6M+$631.0K2026-10-26
Wealth Enhancement Advisory Services, LLC
DECREASED162,220164,399-2,179-1%$19.2M$19.2M+$60.8K2026-10-13
Arcadia Wealth Management, LLC
INCREASED146,42761,199+85,228+139%$7.2M$17.1M+$10.0M2026-10-22
LongView Wealth Management
DECREASED128,090128,562-4720%$15.0M$15.0M-$61.7K2026-10-19
Prime Capital Investment Advisors, LLC
DECREASED125,358125,749-3910%$14.7M$14.7M-$52.0K2026-10-20
Cornerstone Wealth Management, LLC
DECREASED106,553107,876-1,323-1%$12.6M$12.5M-$160.2K2026-11-04
Bank of New York Mellon Corp
DECREASED99,55199,920-3690%$11.7M$11.6M-$48.2K2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED97,37476,747+20,627+27%$9.0M$11.4M+$2.4M2026-11-02
Investors Research Corp
DECREASED91,25691,309-530%$10.7M$10.7M-$10.8K2026-10-07
White Pine Investment Co
INCREASED74,92574,336+589+1%$8.7M$8.8K-$8.7M2026-10-15
Marietta Wealth Management, LLC
DECREASED67,05970,015-2,956-4%$8.2M$7.7M-$443.2K2026-10-22
Woodard & Co Asset Management Group Inc
DECREASED64,70564,730-250%$7.6M$7.6M-$6.1K2026-11-03
Sunburst Financial Group, LLC
DECREASED58,17558,544-369-1%$6.9M$6.8M-$46.1K2026-10-09
Assetmark, Inc
INCREASED52,87533,913+18,962+56%$4.0M$6.2M+$2.2M2026-10-21
Ipsen Advisor Group LLC
DECREASED52,39852,862-464-1%$6.2M$6.1M-$56.9K2026-10-29
Northwest Wealth Advisors, LLC
INCREASED48,78343,587+5,196+12%$5.1M$5.7M+$605.6K2026-11-02
Creative Planning
DECREASED47,37247,904-532-1%$5.6M$5.5M-$64.6K2026-11-02
Elevation Capital Advisory, LLC
INCREASED43,19843,105+93+0%$5.0M$5.1M+$8.7K2026-10-29
American Financial & TAX Strategies Inc
DECREASED41,53042,022-492-1%$4.9M$4.9M-$59.7K2026-10-16
Retirement Planning Group, LLC
DECREASED41,23541,748-513-1%$4.9M$4.8M-$62.1K2026-10-19
Kestra Advisory Services, LLC
INCREASED34,85728,120+6,737+24%$3.3M$4.1M+$786.6K2026-11-02
Asempa Wealth Advisors
INCREASED31,31726,560+4,757+18%$3.1M$3.7M+$571.5K2026-10-07
GenWealth Group, Inc.
DECREASED30,46330,489-260%$3.6M$3.6M-$4.6K2026-10-16
Citigroup Inc
DECREASED30,33332,210-1,877-6%$3.8M$3.5M-$221.2K2026-11-04
VestGen Advisors, LLC
DECREASED30,31231,280-968-3%$3.7M$3.5M-$114.9K2026-10-27
Steinberganna Wealth Management
DECREASED28,94629,154-208-1%$3.4M$3.4M-$25.8K2026-10-23
Capital Advisors, Ltd. LLC
INCREASED25,52424,560+964+4%$2.9K$3.0M+$3.0M2026-10-27
Flagship Harbor Advisors, LLC
DECREASED24,86925,084-215-1%$2.9M$2.9M-$26.3K2026-10-26
Ashton Thomas Securities, LLC
NEW24,682—+24,682——$2.9M—2026-10-26
North Star Investment Management Corp.
INCREASED24,14724,064+83+0%$2.8M$2.8M+$8.5K2026-10-27
Roman Butler Fullerton & Co
INCREASED22,47220,872+1,600+8%$2.4M$2.6M+$175.3K2026-10-27
Shira Ridge Wealth Management
DECREASED22,03122,117-860%$2.6M$2.6M-$11.2K2026-10-09
Pinnacle Financial Group, LLC / IL
INCREASED21,83921,837+2+0%$2.6M$2.6M-$7822026-10-29
Farther Finance Advisors, LLC
DECREASED21,34226,845-5,503-20%$3.1M$2.5M-$645.0K2026-10-08
Basso Capital Management, L.P.
DECREASED21,14823,568-2,420-10%$2.8M$2.5M-$284.2K2026-10-30
Cape Investment Advisory, Inc.
INCREASED20,37720,371+6+0%$2.4M$2.4M-$3172026-10-13
Beacon Financial Advisory LLC
DECREASED19,20119,438-237-1%$2.3M$2.2M-$28.7K2026-10-16
Horst & Graben Wealth Management LLC
INCREASED18,22018,219+1+0%$2.1M$2.1M+$24.0K2026-11-02
XML Financial, LLC
DECREASED17,80917,902-93-1%$2.1M$2.1M-$11.8K2026-10-29
Key FInancial Inc
INCREASED16,79816,690+108+1%$2.0M$2.0M+$11.8K2026-11-02
Absolute Capital Management, LLC
INCREASED15,71615,570+146+1%$1.8M$1.8M+$16.3K2026-10-16
Daymark Wealth Partners, LLC
DECREASED15,24615,744-498-3%$1.8M$1.8M-$59.0K2026-11-04
Creative Financial Designs Inc
DECREASED15,22715,461-234-2%$1.8M$1.8M-$28.2K2026-11-04
Towerpoint Wealth, LLC
DECREASED14,93915,792-853-5%$1.8M$1.7M-$100.5K2026-10-13
Davenport & Co LLC
UNCHANGED14,80314,80300%$1.7M$1.7M-$6512026-10-14
Truist Financial Corp
DECREASED14,13714,945-808-5%$1.7M$1.7M-$95.2K2026-10-30
Focus Financial Network, Inc.
DECREASED13,57815,594-2,016-13%$1.8M$1.6M-$236.6K2026-10-14
Greenspring Advisors, LLC
UNCHANGED13,56513,56500%$1.6M$1.6M-$6792026-11-05
Pinnacle Bancorp, Inc.
UNCHANGED13,50213,50200%$1.6M$1.6M-$6752026-10-21
Sigma Planning Corp
DECREASED13,37714,534-1,157-8%$1.7M$1.6M-$136.0K2026-10-23
Atria Investments, Inc
DECREASED13,04013,614-574-4%$1.6M$1.5M-$67.8K2026-10-15
Paragon Private Wealth Management, LLC
INCREASED12,88511,469+1,416+12%$1.3M$1.5M+$165.0K2026-10-20
Csenge Advisory Group
INCREASED12,40812,334+74+1%$1.4M$1.5M+$8.0K2026-11-04
JIM Saulnier & Associates, LLC
DECREASED11,93516,371-4,436-27%$1.9M$1.4M-$519.7K2026-11-04
Oppenheimer & Co Inc
INCREASED11,76011,417+343+3%$1.3M$1.4M+$39.6K2026-10-26
ANB Bank
INCREASED11,60510,813+792+7%$1.3M$1.4M+$92.1K2026-10-09
Lido Advisors, LLC
INCREASED11,4782,243+9,235+412%$262.6K$1.3M+$1.1M2026-11-04
Wealthcare Advisory Partners LLC
DECREASED11,35711,577-220-2%$1.4M$1.3M-$26.3K2026-10-21
JGP Wealth Management, LLC
INCREASED10,5169,103+1,413+16%$1.1M$1.2M+$164.9K2026-10-13
Fifth Third Bancorp
DECREASED10,44314,147-3,704-26%$1.7M$1.2M-$433.9K2026-11-05
PKS Advisory Services, LLC
UNCHANGED10,13910,13900%$1.2M$1.2M$02026-10-26
Cooper Financial Group
INCREASED9,6769,671+5+0%$1.1M$1.1M+$1522026-10-07
Goldstein Advisors, LLC
DECREASED9,4609,572-112-1%$1.1M$1.1M-$13.6K2026-10-15
HB Wealth Management, LLC
INCREASED9,3568,468+888+10%$990.9K$1.1M+$103.4K2026-10-23
International Assets Investment Management, LLC
UNCHANGED9,2299,22900%$1.1M$1.1M+$16.9K2026-11-02
Indivisible Partners
INCREASED9,2159,203+12+0%$1.1M$1.1M+$8392026-10-26
Invested Advisors
INCREASED8,6756,836+1,839+27%$799.9K$1.0M+$214.8K2026-10-23
Pinnacle Associates LTD
INCREASED8,6508,648+2+0%$1.0M$1.0M-$2202026-10-20
Livet Wealth, LLC
INCREASED8,5838,582+1+0%$1.0M$1.0M-$3632026-10-27
Rodgers & Associates, LTD
DECREASED8,2888,373-85-1%$979.8K$969.4K-$10.4K2026-10-20
Cedar Point Capital Partners, LLC
INCREASED8,2268,002+224+3%$936.4K$962.2K+$25.8K2026-10-29
Private Trust Co NA
UNCHANGED8,0868,08600%$946.2K$945.8K-$4052026-10-20
Independent Financial Group, LLC
INCREASED8,0416,892+1,149+17%$806.5K$940.6K+$134.1K2026-10-13
Adell Harriman & Carpenter Inc
UNCHANGED7,8957,89500%$923.9K$923.5K-$3942026-11-02
Summit Asset Management, LLC
UNCHANGED7,8457,84500%$918.0K$917.6K-$3922026-11-05
GW Henssler & Associates LTD
UNCHANGED7,6777,67700%$898.4K$898.0K-$3842026-10-26
Ascentis Independent Advisors
NEW7,511—+7,511——$878.6K—2026-11-03
Merited Wealth, LLC
INCREASED7,2845,764+1,520+26%$674.5K$852.0K+$177.5K2026-10-13
Fortune 45 LLC
INCREASED6,9526,942+10+0%$812.6K$813.2K+$6322026-10-14
Vision Capital Management, Inc.
UNCHANGED6,7406,74000%$788.7K$788.4K-$3372026-10-20
Patten & Patten Inc
UNCHANGED6,2226,22200%$728.1K$727.8K-$3112026-10-26
BIP Wealth, LLC
UNCHANGED6,0406,04000%$706.8K$706.5K-$3022026-10-22
Outlook Wealth Advisors, LLC
UNCHANGED6,0316,03100%$705.7K$705.4K-$3012026-10-28
Optivise Advisory Services LLC
DECREASED5,9436,180-237-4%$723.2K$695.1K-$28.1K2026-10-19
Archer Investment Corp
UNCHANGED5,8585,85800%$685.5K$685.2K-$2932026-11-05
Mather Group, Llc.
UNCHANGED5,8375,83700%$683.0K$682.8K-$2922026-10-14
MKT Advisors LLC
INCREASED5,8115,810+1+0%$663.0K$688.3K+$25.3K2026-10-20
Elevation Wealth Management LLC
INCREASED5,7783,787+1,991+53%$443.1K$675.9K+$232.7K2026-11-02
Simplicity Wealth,LLC
DECREASED5,6715,737-66-1%$671.4K$663.3K-$8.0K2026-10-23
Signature Estate & Investment Advisors LLC
INCREASED5,6145,607+7+0%$656.2K$656.7K+$5102026-10-13
Midwest Financial Partners Investments, Inc.
UNCHANGED5,5055,50500%$644.2K$643.9K-$2762026-10-08
Avantra Family Wealth, Inc.
UNCHANGED5,4005,40000%$631.9K$631.6K-$2702026-10-20
J.W. Cole Advisors, Inc.
DECREASED5,2745,524-250-5%$646.5K$617.0K-$29.5K2026-11-05
Cullen T Bankers, Inc.
NEW5,197—+5,197——$607.9K—2026-10-28
US Bancorp \de\
UNCHANGED5,1385,13800%$601.2K$601.0K-$2572026-11-05
Courage Miller Partners, LLC
DECREASED5,0655,180-115-2%$606.2K$592.5K-$13.7K2026-10-21
Mlp3, LLC
INCREASED4,9063,600+1,306+36%$421.3K$573.9K+$152.6K2026-10-22
Concurrent Investment Advisors, LLC
NEW4,880—+4,880——$570.8K—2026-10-16
Strategic Blueprint, LLC
INCREASED4,8794,609+270+6%$539.3K$570.7K+$31.4K2026-10-22
Cornerstone Wealth Group, LLC
UNCHANGED4,8604,86000%$568.7K$568.5K-$2432026-11-02
Milestone Investment Advisors LLC
UNCHANGED4,8254,82500%$564.6K$564.4K-$2412026-11-05
Valpey Financial Services, LLC
INCREASED4,7584,529+229+5%$530.0K$556.5K+$26.5K2026-10-30
Aspect Partners, LLC
UNCHANGED4,7554,75500%$556.4K$556.2K-$2382026-10-20
LJI Wealth Management, LLC
DECREASED4,3254,427-102-2%$518.0K$505.9K-$12.2K2026-10-28
Roof Eidam Maycock Peralta, LLC
UNCHANGED4,2504,25000%$497.3K$497.1K-$2122026-10-15
Annex Advisory Services, LLC
INCREASED4,2224,178+44+1%$488.9K$493.8K+$4.9K2026-10-16
Syntegra Private Wealth Group, LLC
DECREASED4,1794,244-65-2%$496.6K$488.8K-$7.8K2026-10-13
Accel Wealth Management
INCREASED4,0754,073+2+0%$476.6K$476.6K+$382026-10-13
Diversify Wealth Management, LLC
DECREASED4,0294,037-80%$448.0K$465.1K+$17.1K2026-10-20
Diversify Advisory Services, LLC
DECREASED4,0294,037-80%$448.0K$465.1K+$17.1K2026-10-20
Joel Adams & Associates, Inc.
INCREASED3,8853,880+5+0%$454.1K$454.4K+$3542026-11-02
Sowell Financial Services LLC
INCREASED3,6092,152+1,457+68%$251.8K$422.2K+$170.4K2026-10-23
Gilman Hill Asset Management, LLC
DECREASED3,3103,460-150-4%$404.9K$387.2K-$17.7K2026-10-13
First Heartland Consultants, Inc.
INCREASED3,1622,952+210+7%$345.5K$369.8K+$24.4K2026-10-08
Eagle Global Advisors LLC
INCREASED3,1003,015+85+3%$352.8K$362.6K+$9.8K2026-11-02
Evanson Financial, LLC
UNCHANGED3,1003,10000%$362.8K$362.6K-$1552026-10-23
Good Harbor Advisors, Inc.
UNCHANGED3,0003,00000%$351.1K$350.9K-$1502026-10-20
Selective Wealth Management, Inc.
NEW2,917—+2,917——$336.7K—2026-10-16
Paragon Capital Management Ltd
DECREASED2,9043,634-730-20%$425.3K$339.7K-$85.6K2026-10-09
AlphaCore Capital LLC
UNCHANGED2,8502,85000%$333.5K$333.4K-$1422026-11-04
StoneX Group Inc.
INCREASED2,8132,805+8+0%$328.2K$329.0K+$7542026-11-03
Valeo Financial Advisors, LLC
INCREASED2,7642,761+3+0%$323.1K$323.3K+$1732026-10-08
Kaydan Wealth Management, Inc.
UNCHANGED2,7502,75000%$321.8K$321.7K-$1372026-10-08
Eastern Bank
INCREASED2,7072,490+217+9%$291.4K$316.6K+$25.3K2026-10-05
Fiduciary Alliance LLC
UNCHANGED2,6922,69200%$315.0K$314.9K-$1292026-10-13
Sherman Wealth Management LLC
INCREASED2,6442,643+1+0%$309.2K$309.2K+$72026-10-16
SigFig Wealth Management, LLC
NEW2,601—+2,601——$304.2K—2026-10-07
Laurel Wealth Advisors LLC
UNCHANGED2,6002,60000%$304.3K$304.1K-$1302026-10-27
KPP Advisory Services LLC
DECREASED2,5652,758-193-7%$322.7K$300.0K-$22.7K2026-10-26
McHugh Group, LLC
UNCHANGED2,5302,53000%$296.1K$295.9K-$1272026-10-19
Sagespring Wealth Partners, LLC
NEW2,527—+2,527——$295.6K—2026-10-22
Platt Investment Counsel, LLC
DECREASED2,5072,638-131-5%$308.7K$293.2K-$15.5K2026-10-07
First Interstate Bank
UNCHANGED2,5002,50000%$292.6K$292.4K-$1252026-10-23
Opinicus Capital, Inc.
INCREASED2,4462,443+3+0%$285.9K$286.1K+$2222026-10-28
Nilsine Partners, LLC
UNCHANGED2,4002,40000%$280.8K$280.7K-$1202026-11-02
Arlington Financial Advisors, LLC
INCREASED2,3982,319+79+3%$271.4K$280.5K+$9.1K2026-10-19
MGO One Seven LLC
DECREASED2,3822,614-232-9%$305.9K$278.6K-$27.2K2026-10-28
Blue Sky Capital Consultants Group, Inc.
UNCHANGED2,3802,38000%$278.5K$278.4K-$1192026-10-13
Family Investment Center, Inc.
DECREASED2,3782,398-20-1%$280.6K$278.2K-$2.5K2026-10-19
BridgePort Financial Solutions, LLC
DECREASED2,3532,468-115-5%$288.8K$275.2K-$13.6K2026-11-02
Sensible Money, LLC
NEW2,267—+2,267——$265.1K—2026-10-20
Asset Dedication, LLC
NEW2,267—+2,267——$265.1K—2026-11-03
Kingswood Wealth Advisors, LLC
INCREASED2,2522,203+49+2%$257.8K$263.4K+$5.6K2026-10-23
RFG Advisory, LLC
DECREASED2,2392,539-300-12%$297.1K$261.9K-$35.2K2026-11-03
Redstone Wealth Management, LLC
UNCHANGED2,0902,09000%$244.6K$244.5K-$1052026-10-20
Nations Financial Group Inc,
DECREASED2,0722,471-399-16%$289.2K$242.4K-$46.8K2026-11-05
WealthPlan Investment Management, LLC
INCREASED2,0481,962+86+4%$229.6K$239.6K+$10.0K2026-10-15
Cadent Capital Advisors, LLC
INCREASED2,0322,030+2+0%$237.5K$237.7K+$1852026-10-09
CoreCap Advisors, LLC
DECREASED2,0262,082-56-3%$243.6K$237.1K-$6.5K2026-10-08
Floyd Financial Group LLC
UNCHANGED2,0002,00000%$232.1K$236.4K+$4.4K2026-10-28
Harbor Investment Advisory, LLC
UNCHANGED1,9521,95200%$228.4K$228.3K-$982026-10-13
Family Legacy, Inc.
UNCHANGED1,8861,88600%$220.7K$220.6K-$952026-10-13
Pathway Financial Advisors LLC
UNCHANGED1,8051,80500%$205.9K$211.1K+$5.2K2026-10-07
Spectrum Wealth Advisory Group, LLC
UNCHANGED1,7611,76100%$206.1K$206.0K-$882026-10-29
Tred Avon Family Wealth, LLC
UNCHANGED1,7301,73000%$202.4K$202.4K-$872026-10-20
RMR Wealth Builders
NEW1,710—+1,710——$200.0K—2026-10-22
Oakworth Capital, Inc.
NEW1,638—+1,638——$191.6K—2026-10-26
Halbert Hargrove Global Advisors, LLC
UNCHANGED1,5951,59500%$186.6K$186.5K-$792026-10-16
Tsfg, LLC
UNCHANGED1,3001,30000%$152.0K$152-$151.8K2026-10-23
Hazlett, Burt & Watson, Inc.
UNCHANGED1,2001,20000%$129.0K$129.0K$02026-11-04
Atwood & Palmer Inc
INCREASED1,1321,130+2+0%$132.3K$132.4K+$1032026-10-08
Creative Capital Management Investments LLC
UNCHANGED1,0071,00700%$117.8K$117.8K-$502026-10-28
Cedar Mountain Advisors, LLC
DECREASED9361,020-84-8%$119.4K$109.5K-$9.9K2026-10-15
Spire Wealth Management
INCREASED919507+412+81%$59.3K$107.5K+$48.2K2026-10-30
Elyxium Wealth, LLC
NEW912—+912——$106.7K—2026-10-27
Signature Equity Partners, LLC
INCREASED864858+6+1%$100.4K$101.1K+$6622026-10-29
Washington Trust Advisors, Inc.
UNCHANGED75075000%$87.8K$87.7K-$372026-10-22
Lanark Financial, Inc.
UNCHANGED72072000%$84.3K$84.2K-$362026-10-26
Signaturefd, LLC
UNCHANGED68068000%$79.6K$79.5K-$342026-10-23
Realta Investment Advisors
UNCHANGED58058000%$67.9K$67.8K-$292026-10-14
Costello Asset Management, Inc
UNCHANGED57457400%$67.2K$67.2K+$122026-10-30
MidAtlantic Capital Management, Inc.
NEW534—+534——$62.5K—2026-11-05
Larson Financial Group LLC
INCREASED501500+1+0%$58.5K$58.6K+$922026-11-05
Salomon & Ludwin, LLC
UNCHANGED50050000%$57.8K$58.5K+$6552026-10-29
CX Institutional
UNCHANGED46546500%$54$54$02026-10-02
Bullock Wealth Management Group
DECREASED388467-79-17%$54.0K$45.6K-$8.4K2026-10-09
Rossby Financial, LCC
UNCHANGED37237200%$43.5K$43.5K-$182026-11-05
Silver Grove Financial Group, Inc.
INCREASED29483+211+254%$9.7K$34.4K+$24.7K2026-11-05
Parallel Advisors, LLC
DECREASED275859-584-68%$100.5K$32.2K-$68.4K2026-11-03
Jnba Financial Advisors
UNCHANGED25625600%$30.0K$29.9K-$132026-11-03
IFP Advisors, Inc
INCREASED247182+65+36%$21.3K$28.9K+$7.6K2026-10-16
NBT Bank, N.A.
UNCHANGED21621600%$25.3K$25.3K-$102026-10-21
MH & Associates Securities Management Corp
UNCHANGED20020000%$23.4K$23.4K-$102026-10-30
Barnes Dennig Private Wealth Management LLC
UNCHANGED19719700%$23.1K$23.0K-$102026-10-30
Financial Consulate, Inc
UNCHANGED18518500%$21.6K$21.6K-$92026-10-23
Signature Resources Capital Management, LLC
UNCHANGED18018000%$21.1K$21.1K-$92026-10-16
Plante Moran Financial Advisors, LLC
UNCHANGED10710700%$12.5K$12.5K-$52026-11-04
Goodman Advisory Group, LLC
DECREASED104171,762-171,658-100%$20.1M$12.2K-$20.1M2026-11-02
Pinnacle Wealth Planning Services, Inc.
UNCHANGED989800%$11.5K$11.5K-$52026-10-27
Jacobi Capital Management LLC
NEW50—+50——$5.8K—2026-11-05
Holos Integrated Wealth LLC
UNCHANGED363600%$4.1K$4.1K+$12026-10-23
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED08,000-8,000-100%$936.2K$0-$936.2K2026-10-14
Flagstar Securities, Inc
CLOSED04,773-4,773-100%$558.5K$0-$558.5K2026-10-15
Mission Wealth Management, LP
CLOSED02,500-2,500-100%$292.6K$0-$292.6K2026-10-15
Kestra Investment Management, LLC
CLOSED02,293-2,293-100%$268.4K$0-$268.4K2026-11-04
Dynamic Advisor Solutions LLC
CLOSED02,155-2,155-100%$252.2K$0-$252.2K2026-10-13
WBH Advisory Inc
CLOSED01,939-1,939-100%$226.9K$0-$226.9K2026-11-05
Cornerstone Planning Group LLC
CLOSED0730-730-100%$83.4K$0-$83.4K2026-10-16
Belvedere Trading LLC
CLOSED0662-662-100%$77.5K$0-$77.5K2026-11-05
LifeSteps Financial, Inc.
CLOSED0344-344-100%$40.3K$0-$40.3K2026-10-15
MCF Advisors LLC
CLOSED0114-114-100%$13.3K$0-$13.3K2026-10-28
Sage Mountain Advisors LLC
CLOSED0100-100-100%$11.7K$0-$11.7K2026-11-02
Lloyd Advisory Services, Llc.
CLOSED066-66-100%$7.8K$0-$7.8K2026-11-02
Ashton Thomas Private Wealth, LLC
CLOSED026-26-100%$3.0K$0-$3.0K2026-11-03
LPL Financial LLC
N/A—1,257,846-1,257,846-100%$147.2M———
Morgan Stanley
N/A—1,109,788-1,109,788-100%$129.9M———
Envestnet Asset Management Inc
N/A—1,021,655-1,021,655-100%$119.6M———
Clearstead Trust, LLC
N/A—734,041-734,041-100%$85.9M———
Wells Fargo & Company
N/A—724,901-724,901-100%$84.8M———
Cetera Investment Advisers
N/A—695,126-695,126-100%$81.3M———
Ameriprise Financial Inc
N/A—674,386-674,386-100%$78.9M———
FAS Wealth Partners, Inc.
N/A—623,515-623,515-100%$73.0M———
JPMorgan Chase & Co
N/A—454,141-454,141-100%$52.3M———
Bank of America Corp
N/A—415,107-415,107-100%$48.6M———
Wealthspire Advisors, LLC
N/A—395,293-395,293-100%$46.3M———
Raymond James Financial Inc
N/A—372,366-372,366-100%$43.6M———
Osaic Holdings, Inc.
N/A—292,205-292,205-100%$34.2M———
MML Investors Services, LLC
N/A—288,309-288,309-100%$33.7M———
UBS Group AG
N/A—208,372-208,372-100%$24.4M———
Phoenix Financial Ltd.
N/A—200,000-200,000-100%$13.7K———
Kiley Juergens Wealth Management, LLC
N/A—141,722-141,722-100%$16.6M———
Rockefeller Capital Management L.P.
N/A—133,591-133,591-100%$15.6M———
Royal Bank of Canada
N/A—110,087-110,087-100%$12.9M———
WIN Advisors, Inc
N/A—96,476-96,476-100%$11.3M———
Private Advisor Group, LLC
N/A—87,636-87,636-100%$10.3M———
Captrust Financial Advisors
N/A—85,075-85,075-100%$10.0M———
Mariner, LLC
N/A—77,535-77,535-100%$9.1M———
&partners
N/A—68,243-68,243-100%$8.0M———
Aptus Capital Advisors, LLC
N/A—60,344-60,344-100%$7.1M———
Northwestern Mutual Wealth Management Co
N/A—59,976-59,976-100%$7.0M———
IHT Wealth Management, LLC
N/A—57,532-57,532-100%$6.7M———
Merit Financial Group, LLC
N/A—56,663-56,663-100%$6.6M———
Johnson Investment Counsel Inc
N/A—52,897-52,897-100%$6.2M———
Steward Partners Investment Advisory, LLC
N/A—52,499-52,499-100%$6.1M———
Corsicana & Co.
N/A—45,287-45,287-100%$5.3M———
Sanctuary Advisors, LLC
N/A—44,894-44,894-100%$5.3M———
FMR LLC
N/A—42,400-42,400-100%$5.0M———
Madison Wealth Partners, Inc
N/A—40,983-40,983-100%$4.8M———
Twin Focus Capital Partners, LLC
N/A—35,571-35,571-100%$4.2M———
Orion Porfolio Solutions, LLC
N/A—35,559-35,559-100%$4.2M———
Advisory Services Network, LLC
N/A—34,173-34,173-100%$4.0M———
Bawa N Mallick Trust
N/A—32,857-32,857-100%$3.8M———
Brand Asset Management Group, Inc.
N/A—32,117-32,117-100%$3.8M———
Money Concepts Capital Corp
N/A—31,091-31,091-100%$3.6M———
Stifel Financial Corp
N/A—30,918-30,918-100%$3.6M———
Savant Capital, LLC
N/A—29,350-29,350-100%$3.4M———
Hershey Financial Advisers, LLC
N/A—27,023-27,023-100%$3.2M———
Jones Financial Companies Lllp
N/A—26,369-26,369-100%$3.0M———
Financial Engines Advisors L.L.C.
N/A—25,326-25,326-100%$3.0M———
Arkadios Wealth Advisors
N/A—23,046-23,046-100%$2.7M———
RWA Wealth Partners, LLC
N/A—22,743-22,743-100%$2.7M———
Geneos Wealth Management Inc.
N/A—21,811-21,811-100%$2.6M———
Greykasell Wealth Strategies, Inc.
N/A—20,235-20,235-100%$2.4M———
Global Retirement Partners, LLC
N/A—18,349-18,349-100%$2.1M———
HighTower Advisors, LLC
N/A—18,345-18,345-100%$2.1M———
Waterloo Capital, L.P.
N/A—17,839-17,839-100%$2.1M———
Prosperity Consulting Group, LLC
N/A—17,027-17,027-100%$2.0M———
Essex Financial Services, Inc.
N/A—16,571-16,571-100%$1.9M———
Proactive Wealth Strategies LLC
N/A—16,508-16,508-100%$1.9M———
HRT Financial LP
N/A—16,447-16,447-100%$1.9M———
Gladstone Institutional Advisory LLC
N/A—15,935-15,935-100%$1.9M———
Kane Investment Management, Inc.
N/A—15,696-15,696-100%$1.8M———
Neuberger Berman Group LLC
N/A—15,557-15,557-100%$1.8M———
Mercer Global Advisors Inc
N/A—15,506-15,506-100%$1.8M———
NewEdge Advisors, LLC
N/A—15,186-15,186-100%$1.8M———
Gotham Asset Management, LLC
N/A—14,560-14,560-100%$1.7M———
Kingsview Wealth Management, LLC
N/A—13,952-13,952-100%$1.6M———
Envestnet Portfolio Solutions, Inc.
N/A—13,177-13,177-100%$1.5M———
IFG Advisory, LLC
N/A—13,162-13,162-100%$1.5M———
Twin Peaks Wealth Advisors, LLC
N/A—13,138-13,138-100%$1.5M———
GWN Securities Inc.
N/A—13,050-13,050-100%$1.5M———
MAI Capital Management
N/A—12,515-12,515-100%$1.5M———
Susquehanna International Group, LLP
N/A—11,543-11,543-100%$1.4M———
Principal Securities, Inc.
N/A—10,338-10,338-100%$1.2M———
Natixis Advisors, LLC
N/A—10,269-10,269-100%$1.2M———
Integrated Wealth Concepts LLC
N/A—10,252-10,252-100%$1.2M———
Brio Consultants, LLC
N/A—9,252-9,252-100%$1.1M———
Focus Partners Wealth
N/A—9,104-9,104-100%$1.1M———
Fairview Capital Investment Management, LLC
N/A—9,093-9,093-100%$1.1M———
Wealthquest Corp
N/A—9,090-9,090-100%$1.1M———
Perennial Investment Advisors, LLC
N/A—8,642-8,642-100%$1.0M———
Summit Financial, LLC
N/A—8,535-8,535-100%$998.8K———
Nvest Financial, LLC
N/A—8,415-8,415-100%$984.7K———
Janney Montgomery Scott LLC
N/A—8,227-8,227-100%$963.0K———
Catalyst Financial Partners LLC
N/A—7,850-7,850-100%$918.6K———
Strategic Financial Concepts, LLC
N/A—7,673-7,673-100%$897.9K———
HHM Wealth Advisors, LLC
N/A—7,625-7,625-100%$892.3K———
LRI Investments, LLC
N/A—7,230-7,230-100%$846.1K———
BlackRock, Inc.
N/A—7,075-7,075-100%$827.9K———
Drake & Associates, LLC
N/A—7,034-7,034-100%$823.1K———
Level Four Advisory Services, LLC
N/A—6,871-6,871-100%$804.0K———
AQR Capital Management LLC
N/A—6,395-6,395-100%$748.3K———
Toews Corp
N/A—6,355-6,355-100%$743.7K———
Blair William & Co
N/A—6,161-6,161-100%$720.9K———
J. M. Brown & Associates Inc.
N/A—6,119-6,119-100%$716.0K———
Kintra Wealth, LLC
N/A—5,994-5,994-100%$711.1K———
Kera Capital Partners, Inc.
N/A—5,882-5,882-100%$688.3K———
Plotkin Financial Advisors, LLC
N/A—5,775-5,775-100%$675.8K———
Nomura Asset Management Co LTD
N/A—5,709-5,709-100%$668.1K———
Mutual Advisors, LLC
N/A—5,166-5,166-100%$604.6K———
Bouchey Financial Group, Ltd.
N/A—5,060-5,060-100%$592.1K———
Cornerstone Financial Group, LLC
N/A—5,041-5,041-100%$589.9K———
PNC Financial Services Group, Inc.
N/A—4,987-4,987-100%$583.6K———
Cerity Partners LLC
N/A—4,941-4,941-100%$578.2K———
SK Wealth Management, LLC
N/A—4,869-4,869-100%$570.1K———
SCS Capital Management LLC
N/A—4,575-4,575-100%$535.4K———
Paladin Advisory Group, LLC
N/A—4,490-4,490-100%$525.4K———
Equitable Holdings, Inc.
N/A—4,421-4,421-100%$517.3K———
EP Wealth Advisors, LLC
N/A—4,328-4,328-100%$506.5K———
Stratos Wealth Partners, Ltd.
N/A—4,220-4,220-100%$493.9K———
Goldman Sachs Group Inc
N/A—4,198-4,198-100%$491.3K———
Arax Advisory Partners
N/A—4,060-4,060-100%$475.1K———
IEQ Capital, LLC
N/A—3,939-3,939-100%$460.9K———
Sequoia Financial Advisors, LLC
N/A—3,740-3,740-100%$437.7K———
Commerce Bank
N/A—3,703-3,703-100%$433.3K———
World Investment Advisors
N/A—3,460-3,460-100%$330.4K———
Brown Advisory Inc
N/A—3,297-3,297-100%$385.8K———
Kovack Advisors, Inc.
N/A—3,258-3,258-100%$377.0K———
GTS Securities LLC
N/A—3,192-3,192-100%$373.5K———
Baird Financial Group, Inc.
N/A—3,078-3,078-100%$360.2K———
M&T Bank Corp
N/A—3,000-3,000-100%$351.1K———
Kelman-Lazarov, Inc.
N/A—2,966-2,966-100%$347.1K———
Stratos Wealth Advisors, LLC
N/A—2,802-2,802-100%$328.0K———
Harbour Investments, Inc.
N/A—2,754-2,754-100%$322.3K———
SOA Wealth Advisors, Llc.
N/A—2,712-2,712-100%$317.4K———
Cornerstone Advisory, LLC
N/A—2,525-2,525-100%$295.5K———
Mathes Company, Inc.
N/A—2,500-2,500-100%$293.0K———
Destination Wealth Management
N/A—2,407-2,407-100%$281.7K———
Nwam LLC
N/A—2,333-2,333-100%$273.0K———
Mainstay Capital Management LLC
N/A—2,325-2,325-100%$272.1K———
Pgim Custom Harvest LLC
N/A—2,250-2,250-100%$263.3K———
Regal Investment Advisors LLC
N/A—2,248-2,248-100%$263.1K———
Allworth Financial LP
N/A—2,224-2,224-100%$260.3K———
OneDigital Investment Advisors LLC
N/A—2,223-2,223-100%$260.1K———
New Insight Wealth Advisors
N/A—2,191-2,191-100%$256.4K———
Pinnacle Financial Partners, Inc.
N/A—2,145-2,145-100%$251.0K———
RED Reef Advisors LLC
N/A—2,137-2,137-100%$250.1K———
5T Wealth, LLC
N/A—2,091-2,091-100%$244.7K———
AE Wealth Management LLC
N/A—2,027-2,027-100%$237.2K———
Crewe Advisors LLC
N/A—1,740-1,740-100%$203.6K———
Hantz Financial Services, Inc.
N/A—1,647-1,647-100%$193.0K———
Godfrey Financial Associates, Inc.
N/A—1,545-1,545-100%$180.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,385-1,385-100%$162.1K———
Regatta Research & Money Management
N/A—1,116-1,116-100%$130.6K———
UMB Bank, n.a.
N/A—898-898-100%$105.1K———
Bank of Montreal
N/A—610-610-100%$71.4K———
Tower Research Capital LLC (TRC)
N/A—464-464-100%$54.3K———
Cheviot Value Management, LLC
N/A—458-458-100%$53.6K———
BFC Planning, Inc.
N/A—400-400-100%$46.9K———
O'shaughnessy Asset Management, LLC
N/A—378-378-100%$44.2K———
Synergy Investment Management, LLC
N/A—355-355-100%$41.5K———
Caitlin John, LLC
N/A—336-336-100%$39.3K———
Ritter Daniher Financial Advisory LLC / de
N/A—301-301-100%$35.2K———
Nova Wealth Management, Inc.
N/A—175-175-100%$20.5K———
Russell Investments Group, Ltd.
N/A—131-131-100%$15.4K———
Dunhill Financial, LLC
N/A—129-129-100%$15.2K———
Vanguard Advisers Inc
N/A—112-112-100%$13.1K———
Capital Analysts, LLC
N/A—88-88-100%$10———
Transamerica Financial Advisors, LLC
N/A—46-46-100%$5.4K———
Tanglewood Legacy Advisors, LLC
N/A—44-44-100%$5.1K———
Fiduciary Financial Advisors
N/A—24-24-100%$2.8K———
Cornerstone Financial Management LLC
N/A—10-10-100%$1.2K———
Fortis Group Advisors, LLC
N/A—6-6-100%$702———
Smartleaf Asset Management LLC
N/A—3-3-100%$345———
Huntington National Bank
N/A—1-1-100%$117———
Showing 368 of 368 institutions