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Ishares Tips Bond ETF (TIP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Mather Group, Llc.
INCREASED
Shares2,308,374 from 1,782,672
Change+525,702 (+29%)
Value$240.2M (+$45.1M)
Filed 2026-10-14
Pictet Asset Management Holding SA
INCREASED
Shares1,732,000 from 744,300
Change+987,700 (+133%)
Value$180.2M (+$98.4M)
Filed 2026-11-03
Assetmark, Inc
DECREASED
Shares1,052,875 from 1,065,087
Change-12,212 (-1%)
Value$109.5M (-$7.0M)
Filed 2026-10-21
Keybank National Association
INCREASED
Shares636,428 from 623,697
Change+12,731 (+2%)
Value$66.2M (-$2.0M)
Filed 2026-11-04
WealthNavi Inc.
DECREASED
Shares605,921 from 627,817
Change-21,896 (-3%)
Value$63.0K (-$68.6M)
Filed 2026-10-27
Viewpoint Investment Partners Corp
INCREASED
Shares597,700 from 471,660
Change+126,040 (+27%)
Value$56.6M (+$4.9M)
Filed 2026-10-26
Bank of New York Mellon Corp
INCREASED
Shares499,852 from 496,917
Change+2,935 (+1%)
Value$52.0M (-$2.4M)
Filed 2026-11-05
TD Waterhouse Canada Inc.
INCREASED
Shares445,208 from 425,671
Change+19,537 (+5%)
Value$46.5M (+$424.0K)
Filed 2026-10-16
Kwmg, LLC
INCREASED
Shares335,041 from 309,777
Change+25,264 (+8%)
Value$34.9M (+$958.8K)
Filed 2026-10-07
Arbor Investment Advisors, LLC
DECREASED
Shares330,043 from 331,302
Change-1,259 (0%)
Value$34.3M (-$1.9M)
Filed 2026-10-26
3Edge Asset Management, LP
INCREASED
Shares329,616 from 284,273
Change+45,343 (+16%)
Value$34.3M (+$3.2M)
Filed 2026-10-30
Prime Capital Investment Advisors, LLC
DECREASED
Shares267,427 from 272,602
Change-5,175 (-2%)
Value$27.8M (-$2.0M)
Filed 2026-10-20
Mader & Shannon Wealth Management, Inc.
NEW
Shares262,859
Change+262,859
Value$27.3M
Filed 2026-11-02
Independence Financial Advisors, LLC
INCREASED
Shares205,008 from 192,148
Change+12,860 (+7%)
Value$21.3M (+$302.3K)
Filed 2026-10-08
Commonwealth Equity Services, LLC
DECREASED
Shares199,782 from 284,398
Change-84,616 (-30%)
Value$20.8M (-$10.3M)
Filed 2026-11-02
Heartwood Wealth Advisors LLC
INCREASED
Shares187,329 from 183,204
Change+4,125 (+2%)
Value$19.5M (-$558.3K)
Filed 2026-10-05
Cypress Capital, LLC
INCREASED
Shares185,046 from 161,373
Change+23,673 (+15%)
Value$19.3M (+$1.6M)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares183,993 from 437,155
Change-253,162 (-58%)
Value$19.1K (-$47.8M)
Filed 2026-11-02
Country Trust Bank
INCREASED
Shares183,080 from 170,453
Change+12,627 (+7%)
Value$19.0M (+$395.0K)
Filed 2026-10-30
Vertex Investment Solutions Co., Ltd.
DECREASED
Shares178,800 from 208,600
Change-29,800 (-14%)
Value$18.6M (-$4.3M)
Filed 2026-10-19
Ted Buchan & Co
INCREASED
Shares150,645 from 148,331
Change+2,314 (+2%)
Value$15.7M (-$558.8K)
Filed 2026-10-23
Verger Capital Management LLC
INCREASED
Shares143,874 from 124,105
Change+19,769 (+16%)
Value$15.0M (+$1.4M)
Filed 2026-10-22
RTD Financial Advisors, Inc.
INCREASED
Shares143,239 from 142,418
Change+821 (+1%)
Value$14.9M (-$682.2K)
Filed 2026-10-09
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares136,428 from 125,203
Change+11,225 (+9%)
Value$13.2M (+$762.4K)
Filed 2026-10-13
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares134,990 from 122,109
Change+12,881 (+11%)
Value$14.0M (+$682.0K)
Filed 2026-11-03
Ocean Park Asset Management, LLC
DECREASED
Shares134,800 from 189,100
Change-54,300 (-29%)
Value$14.0M (-$6.7M)
Filed 2026-10-21
BlueSky Wealth Advisors, LLC
INCREASED
Shares130,121 from 102,546
Change+27,575 (+27%)
Value$13.5M (+$2.3M)
Filed 2026-10-29
Dorval Corp
INCREASED
Shares124,128 from 119,218
Change+4,910 (+4%)
Value$12.9M (-$131.7K)
Filed 2026-10-29
Hillcrest Wealth Advisors - NY, LLC
INCREASED
Shares121,495 from 91,445
Change+30,050 (+33%)
Value$12.6M (+$2.6M)
Filed 2026-10-22
Fischer Financial Services, Inc.
INCREASED
Shares116,509 from 113,620
Change+2,889 (+3%)
Value$12.1M (-$311.8K)
Filed 2026-10-30
Truist Financial Corp
INCREASED
Shares116,390 from 116,231
Change+159 (+0%)
Value$12.1M (-$609.9K)
Filed 2026-10-30
Valen Private Capital, LLC
NEW
Shares111,885
Change+111,885
Value$11.6M
Filed 2026-10-23
Creative Planning
DECREASED
Shares104,250 from 112,097
Change-7,847 (-7%)
Value$10.8M (-$1.4M)
Filed 2026-11-02
White Pine Investment Co
INCREASED
Shares104,185 from 99,847
Change+4,338 (+4%)
Value$10.8K (-$10.9M)
Filed 2026-10-15
Bokf, NA
DECREASED
Shares102,986 from 103,814
Change-828 (-1%)
Value$10.7M (-$645.7K)
Filed 2026-10-27
Farther Finance Advisors, LLC
INCREASED
Shares102,463 from 85,285
Change+17,178 (+20%)
Value$10.7M (+$1.3M)
Filed 2026-10-08
Arkansas Financial Group, Inc.
DECREASED
Shares101,682 from 105,166
Change-3,484 (-3%)
Value$10.6M (-$929.4K)
Filed 2026-10-26
Stablepoint Partners, LLC
INCREASED
Shares101,070 from 88,501
Change+12,569 (+14%)
Value$10.5M (+$830.6K)
Filed 2026-11-03
Parkway Wealth Management Group, LLC
DECREASED
Shares93,758 from 106,727
Change-12,969 (-12%)
Value$9.8M (-$1.9M)
Filed 2026-10-20
Atria Investments, Inc
INCREASED
Shares85,466 from 75,722
Change+9,744 (+13%)
Value$8.9M (+$605.7K)
Filed 2026-10-15
TME Financial, Inc.
INCREASED
Shares83,738 from 80,814
Change+2,924 (+4%)
Value$8.7M (-$131.4K)
Filed 2026-10-14
Camden National Bank
DECREASED
Shares81,211 from 83,138
Change-1,927 (-2%)
Value$8.4M (-$648.6K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares79,592 from 57,325
Change+22,267 (+39%)
Value$8.3M (+$2.0M)
Filed 2026-11-02
Slow Capital, Inc.
DECREASED
Shares78,869 from 80,469
Change-1,600 (-2%)
Value$8.2M (-$600.2K)
Filed 2026-10-23
Garner Asset Management Corp
INCREASED
Shares73,887 from 47,109
Change+26,778 (+57%)
Value$7.9M (+$2.5M)
Filed 2026-10-30
Sterling Investment Advisors LLC
INCREASED
Shares69,491 from 65,888
Change+3,603 (+5%)
Value$7.2M (+$19.7K)
Filed 2026-10-27
Citigroup Inc
INCREASED
Shares68,511 from 60,052
Change+8,459 (+14%)
Value$7.1M (+$556.3K)
Filed 2026-11-04
Courier Capital LLC
INCREASED
Shares66,803 from 10,344
Change+56,459 (+546%)
Value$7.0M (+$5.8M)
Filed 2026-10-19
Ameraudi Asset Management, Inc.
INCREASED
Shares66,120 from 59,379
Change+6,741 (+11%)
Value$6.9M (+$381.3K)
Filed 2026-11-05
Leuthold Group, LLC
DECREASED
Shares65,752 from 66,153
Change-401 (-1%)
Value$6.8M (-$398.3K)
Filed 2026-11-04
Fairvoy Private Wealth, LLC
DECREASED
Shares65,738 from 67,751
Change-2,013 (-3%)
Value$6.8M (-$574.5K)
Filed 2026-10-19
Frontier Asset Management, LLC
DECREASED
Shares65,543 from 66,803
Change-1,260 (-2%)
Value$6.8M (-$491.2K)
Filed 2026-10-28
Avior Wealth Management, LLC
DECREASED
Shares65,064 from 107,524
Change-42,460 (-39%)
Value$6.8M (-$5.0M)
Filed 2026-10-13
Sound Stewardship, LLC
INCREASED
Shares64,897 from 60,763
Change+4,134 (+7%)
Value$6.8M (+$102.6K)
Filed 2026-10-14
Mosley Wealth Management
INCREASED
Shares62,153 from 56,169
Change+5,984 (+11%)
Value$6.5M (+$397.6K)
Filed 2026-10-16
Charles Schwab Trust Co
DECREASED
Shares62,082 from 64,578
Change-2,496 (-4%)
Value$6.5M (-$607.8K)
Filed 2026-10-15
Deane Retirement Strategies, Inc.
INCREASED
Shares62,077 from 552
Change+61,525 (+11146%)
Value$6.4M (+$6.4M)
Filed 2026-10-09
Horizons Wealth Management
NEW
Shares59,100
Change+59,100
Value$6.1M
Filed 2026-10-05
RCS Financial Planning, LLC
NEW
Shares57,419
Change+57,419
Value$6.0M
Filed 2026-10-14
Curbstone Financial Management Corp
INCREASED
Shares56,664 from 54,088
Change+2,576 (+5%)
Value$5.9M (-$23.5K)
Filed 2026-10-21
Independent Financial Group, LLC
INCREASED
Shares55,334 from 54,414
Change+920 (+2%)
Value$5.8M (-$197.5K)
Filed 2026-10-13
Patten Group, Inc.
DECREASED
Shares52,200 from 56,271
Change-4,071 (-7%)
Value$5.4M (-$726.8K)
Filed 2026-10-26
Chicago Partners Investment Group LLC
INCREASED
Shares52,022 from 47,845
Change+4,177 (+9%)
Value$5.5M (+$384.0K)
Filed 2026-10-27
Welch & Forbes LLC
INCREASED
Shares51,420 from 50,316
Change+1,104 (+2%)
Value$5.3M (-$156.3K)
Filed 2026-11-04
Lodestar Private Asset Management LLC
DECREASED
Shares49,581 from 60,004
Change-10,423 (-17%)
Value$5.2M (-$1.4M)
Filed 2026-10-26
Lido Advisors, LLC
DECREASED
Shares49,093 from 183,104
Change-134,011 (-73%)
Value$5.1M (-$14.9M)
Filed 2026-11-04
D.A. Davidson & Co.
INCREASED
Shares49,080 from 43,526
Change+5,554 (+13%)
Value$5.1M (+$343.2K)
Filed 2026-10-28
Axos Invest Inc.
DECREASED
Shares48,377 from 49,737
Change-1,360 (-3%)
Value$5.0M (-$409.5K)
Filed 2026-10-21
Stephenson & Company, Inc.
INCREASED
Shares48,096 from 44,915
Change+3,181 (+7%)
Value$5.0M (+$88.9K)
Filed 2026-10-30
Parallel Advisors, LLC
DECREASED
Shares47,399 from 50,675
Change-3,276 (-6%)
Value$4.9M (-$614.0K)
Filed 2026-11-03
Insight Wealth Partners, LLC
INCREASED
Shares47,197 from 44,849
Change+2,348 (+5%)
Value$4.9M (+$2.6K)
Filed 2026-10-26
Fermata Advisors, LLC
INCREASED
Shares46,772 from 45,259
Change+1,513 (+3%)
Value$4.9M (-$86.5K)
Filed 2026-10-13
Wealth Forward, LLC
DECREASED
Shares43,625 from 93,666
Change-50,041 (-53%)
Value$4.5M (-$5.7M)
Filed 2026-10-14
IFP Advisors, Inc
INCREASED
Shares43,364 from 36,649
Change+6,715 (+18%)
Value$4.5M (+$501.1K)
Filed 2026-10-16
CoreCap Advisors, LLC
DECREASED
Shares43,166 from 51,385
Change-8,219 (-16%)
Value$4.5M (-$1.1M)
Filed 2026-10-08
Evergreen Capital Management LLC
INCREASED
Shares41,995 from 41,074
Change+921 (+2%)
Value$4.4M (-$125.5K)
Filed 2026-10-23
Madson Wealth Advisors Inc
DECREASED
Shares40,936 from 41,552
Change-616 (-1%)
Value$4.3M (-$288.0K)
Filed 2026-10-13
Fifth Third Bancorp
DECREASED
Shares40,524 from 49,667
Change-9,143 (-18%)
Value$4.2M (-$1.2M)
Filed 2026-11-05
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares40,261 from 39,816
Change+445 (+1%)
Value$4.2M (-$168.3K)
Filed 2026-10-05
Texas Bank & Trust Co
DECREASED
Shares39,392 from 40,962
Change-1,570 (-4%)
Value$4.1M (-$384.1K)
Filed 2026-11-04
Rubicon Advisors, GP
INCREASED
Shares38,772 from 34,958
Change+3,814 (+11%)
Value$4.0M (+$208.4K)
Filed 2026-10-23
First Horizon Corp
INCREASED
Shares37,956 from 34,558
Change+3,398 (+10%)
Value$3.9M (+$167.3K)
Filed 2026-10-26
J.W. Cole Advisors, Inc.
DECREASED
Shares37,399 from 43,245
Change-5,846 (-14%)
Value$3.9M (-$841.4K)
Filed 2026-11-05
Samalin Investment Counsel, LLC
INCREASED
Shares37,041 from 31,790
Change+5,251 (+17%)
Value$3.9M (+$374.9K)
Filed 2026-10-23
Fifth Third Securities, Inc.
INCREASED
Shares36,048 from 6,091
Change+29,957 (+492%)
Value$3.8M (+$3.1M)
Filed 2026-10-21
MGO One Seven LLC
DECREASED
Shares35,186 from 36,968
Change-1,782 (-5%)
Value$3.7M (-$384.6K)
Filed 2026-10-28
Robertson Stephens Wealth Management, LLC
INCREASED
Shares35,150 from 25,308
Change+9,842 (+39%)
Value$3.7M (+$887.5K)
Filed 2026-10-16
Slocum, Gordon & Co LLP
DECREASED
Shares34,772 from 42,332
Change-7,560 (-18%)
Value$3.6M (-$1.0M)
Filed 2026-10-19
Sigma Planning Corp
INCREASED
Shares34,266 from 33,457
Change+809 (+2%)
Value$3.6M (-$96.2K)
Filed 2026-10-23
Wespac Advisors SoCal, LLC
DECREASED
Shares33,780 from 44,421
Change-10,641 (-24%)
Value$3.5M (-$1.3M)
Filed 2026-10-13
Financial & Tax Architects, LLC
INCREASED
Shares33,761 from 33,111
Change+650 (+2%)
Value$3.5M (-$110.9K)
Filed 2026-10-15
Modera Wealth Management, LLC
DECREASED
Shares33,237 from 33,428
Change-191 (-1%)
Value$3.5M (-$200.0K)
Filed 2026-10-28
Financial Architects, LLC
NEW
Shares32,090
Change+32,090
Value$3.3M
Filed 2026-10-13
Kestra Private Wealth Services, LLC
INCREASED
Shares30,754 from 17,029
Change+13,725 (+81%)
Value$3.2M (+$1.3M)
Filed 2026-10-30
Sage Financial Group Inc
INCREASED
Shares29,257 from 28,375
Change+882 (+3%)
Value$3.0M (-$61.2K)
Filed 2026-10-27
SigFig Wealth Management, LLC
DECREASED
Shares28,919 from 29,512
Change-593 (-2%)
Value$3.0M (-$234.6K)
Filed 2026-10-07
AMG National Trust Bank
DECREASED
Shares27,786 from 28,003
Change-217 (-1%)
Value$2.9M (-$173.5K)
Filed 2026-11-05
Ellis Investment Partners, LLC
INCREASED
Shares27,696 from 16,222
Change+11,474 (+71%)
Value$2.9M (+$1.1M)
Filed 2026-10-21
Sigma Investment Counselors Inc
INCREASED
Shares27,147 from 25,452
Change+1,695 (+7%)
Value$2.8M (+$39.2K)
Filed 2026-10-27
US Bancorp \de\
DECREASED
Shares27,121 from 29,420
Change-2,299 (-8%)
Value$2.8M (-$397.9K)
Filed 2026-11-05
PKS Advisory Services, LLC
UNCHANGED
Shares25,460 from 25,460
Change0 (0%)
Value$2.8M ($0)
Filed 2026-10-26
Greenspring Advisors, LLC
DECREASED
Shares25,315 from 32,430
Change-7,115 (-22%)
Value$2.6M (-$915.1K)
Filed 2026-11-05
Climber Capital SA
INCREASED
Shares24,800 from 24,167
Change+633 (+3%)
Value$2.4M (-$191.6K)
Filed 2026-10-20
Tandemgrowth Financial Advisors LLC
UNCHANGED
Shares24,638 from 24,638
Change0 (0%)
Value$2.6M (-$132.8K)
Filed 2026-11-05
Fairway Wealth LLC
INCREASED
Shares24,160 from 17,205
Change+6,955 (+40%)
Value$2.5M (+$630.6K)
Filed 2026-10-30
Lifetime Wealth Management P.C.
DECREASED
Shares24,128 from 25,363
Change-1,235 (-5%)
Value$2.5M (-$265.3K)
Filed 2026-10-29
Valpey Financial Services, LLC
INCREASED
Shares23,811 from 22,890
Change+921 (+4%)
Value$2.5M (-$27.5K)
Filed 2026-10-30
CFS Investment Advisory Services, LLC
INCREASED
Shares23,388 from 22,735
Change+653 (+3%)
Value$2.4M (-$26.3K)
Filed 2026-10-19
Allstreet Capital Advisors LLC
DECREASED
Shares23,227 from 23,780
Change-553 (-2%)
Value$2.4M (-$185.7K)
Filed 2026-11-04
Cannon Financial Strategists, Inc.
DECREASED
Shares23,160 from 25,506
Change-2,346 (-9%)
Value$2.4M (-$381.5K)
Filed 2026-10-19
James Investment Research, Inc.
DECREASED
Shares22,927 from 22,961
Change-34 (0%)
Value$2.4M (-$127.3K)
Filed 2026-10-22
Northside Capital Management, LLC
NEW
Shares22,328
Change+22,328
Value$2.3M
Filed 2026-10-13
Chemistry Wealth Management LLC
DECREASED
Shares22,176 from 22,266
Change-90 (0%)
Value$2.3M (-$129.4K)
Filed 2026-10-16
Fund Evaluation Group, LLC
INCREASED
Shares22,011 from 21,902
Change+109 (+1%)
Value$2.3M (-$106.7K)
Filed 2026-11-05
Peak Financial Management, Inc.
INCREASED
Shares21,732 from 21,410
Change+322 (+2%)
Value$2.3M (-$81.8K)
Filed 2026-10-16
Scratch Capital LLC
UNCHANGED
Shares21,504 from 21,504
Change0 (0%)
Value$2.2M (-$115.9K)
Filed 2026-11-02
Advisory Solutions Group, LLC
DECREASED
Shares21,269 from 21,462
Change-193 (-1%)
Value$2.2M (-$135.8K)
Filed 2026-10-14
Forteris Wealth Management Inc.
INCREASED
Shares21,226 from 20,581
Change+645 (+3%)
Value$2.2M (-$43.8K)
Filed 2026-10-13
Whalen Wealth Management Inc.
INCREASED
Shares21,119 from 18,353
Change+2,766 (+15%)
Value$2.2M (+$188.8K)
Filed 2026-10-08
Golden Bell Financial Planning LLC
DECREASED
Shares20,827 from 21,299
Change-472 (-2%)
Value$2.2M (-$163.9K)
Filed 2026-11-02
Lyell Wealth Management, LP
DECREASED
Shares20,642 from 21,416
Change-774 (-4%)
Value$2.1M (-$196.0K)
Filed 2026-10-30
Elevation Point Wealth Partners, LLC
DECREASED
Shares20,574 from 23,285
Change-2,711 (-12%)
Value$2.1M (-$407.6K)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
INCREASED
Shares20,306 from 6,352
Change+13,954 (+220%)
Value$2.1M (+$1.4M)
Filed 2026-10-16
Riggs Asset Managment Co. Inc.
INCREASED
Shares20,226 from 19,800
Change+426 (+2%)
Value$2.1M (-$62.4K)
Filed 2026-11-05
Archvest Wealth Advisors, Inc.
INCREASED
Shares20,181 from 19,845
Change+336 (+2%)
Value$2.1M (-$72.0K)
Filed 2026-10-29
Ascent Wealth Partners, LLC
INCREASED
Shares19,820 from 17,183
Change+2,637 (+15%)
Value$2.1M (+$181.7K)
Filed 2026-10-23
Grey Fox Wealth Advisors, LLC
INCREASED
Shares19,596 from 9,923
Change+9,673 (+97%)
Value$2.0M (+$952.8K)
Filed 2026-11-03
Ti-Trust, Inc
INCREASED
Shares19,535 from 18,784
Change+751 (+4%)
Value$2.0M (-$23.1K)
Filed 2026-10-21
RCW Management, LLC
INCREASED
Shares19,529 from 19,340
Change+189 (+1%)
Value$2.0M (-$84.6K)
Filed 2026-10-30
Townsend Financial Planning, LLC
DECREASED
Shares19,142 from 19,472
Change-330 (-2%)
Value$2.0M (-$139.3K)
Filed 2026-11-02
Gibraltar Capital Management, Inc.
DECREASED
Shares19,031 from 20,306
Change-1,275 (-6%)
Value$2.0M (-$242.1K)
Filed 2026-10-27
True Blue Financial, LLC
DECREASED
Shares18,884 from 19,351
Change-467 (-2%)
Value$2.0M (-$152.9K)
Filed 2026-10-15
Bull Street Advisors, LLC
DECREASED
Shares18,368 from 18,713
Change-345 (-2%)
Value$1.9K (-$2.0M)
Filed 2026-10-20
Blue Fin Capital, Inc.
INCREASED
Shares17,573 from 15,714
Change+1,859 (+12%)
Value$1.8M (+$108.7K)
Filed 2026-10-28
Westside Investment Management, Inc.
INCREASED
Shares17,442 from 7,869
Change+9,573 (+122%)
Value$1.8M (+$953.6K)
Filed 2026-11-02
Vontobel Holding Ltd.
UNCHANGED
Shares17,179 from 17,179
Change0 (0%)
Value$1.8M (-$92.6K)
Filed 2026-10-16
Brookstone Capital Management
INCREASED
Shares17,092 from 16,802
Change+290 (+2%)
Value$1.8M (-$60.4K)
Filed 2026-10-22
Archford Capital Strategies, LLC
INCREASED
Shares17,082 from 16,829
Change+253 (+2%)
Value$1.8M (-$64.4K)
Filed 2026-10-19
Upper Left Wealth Management, LLC
INCREASED
Shares16,974 from 5,824
Change+11,150 (+191%)
Value$1.8M (+$1.1M)
Filed 2026-10-14
First National Trust Co
INCREASED
Shares16,900 from 14,360
Change+2,540 (+18%)
Value$1.8M (+$186.9K)
Filed 2026-10-28
Phillips Financial Management, LLC
DECREASED
Shares16,800 from 18,252
Change-1,452 (-8%)
Value$1.7M (-$249.4K)
Filed 2026-10-19
Simon Quick Advisors, LLC
DECREASED
Shares16,579 from 17,868
Change-1,289 (-7%)
Value$1.7M (-$230.4K)
Filed 2026-10-26
Procyon Advisors, LLC
DECREASED
Shares16,162 from 17,660
Change-1,498 (-8%)
Value$1.7M (-$251.1K)
Filed 2026-10-21
Soltis Investment Advisors LLC
INCREASED
Shares16,158 from 8,291
Change+7,867 (+95%)
Value$1.7M (+$773.8K)
Filed 2026-10-28
Leading Edge Financial Planning LLC
NEW
Shares16,100
Change+16,100
Value$1.7M
Filed 2026-10-23
Adirondack Trust Co
DECREASED
Shares16,011 from 38,511
Change-22,500 (-58%)
Value$1.7M (-$2.5M)
Filed 2026-10-14
Oppenheimer & Co Inc
INCREASED
Shares15,970 from 14,850
Change+1,120 (+8%)
Value$1.7M (+$36.5K)
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED
Shares15,914 from 15,578
Change+336 (+2%)
Value$1.7M (-$49.0K)
Filed 2026-11-03
Prosperity Planning, Inc.
INCREASED
Shares15,508 from 15,367
Change+141 (+1%)
Value$1.6M (-$68.2K)
Filed 2026-10-09
Perigon Wealth Management, LLC
DECREASED
Shares15,314 from 17,604
Change-2,290 (-13%)
Value$1.6M (-$333.2K)
Filed 2026-10-22
Parkside Financial Bank & Trust
INCREASED
Shares15,217 from 12,561
Change+2,656 (+21%)
Value$1.6M (+$208.6K)
Filed 2026-10-27
Spring Capital Management, LLC
INCREASED
Shares15,189 from 14,932
Change+257 (+2%)
Value$1.6M (-$53.8K)
Filed 2026-10-09
Naples Global Advisors, LLC
INCREASED
Shares15,095 from 11,350
Change+3,745 (+33%)
Value$1.6M (+$328.5K)
Filed 2026-11-05
Carnegie Investment Counsel
NEW
Shares15,028
Change+15,028
Value$1.6M
Filed 2026-10-20
Ascentis Independent Advisors
NEW
Shares14,683
Change+14,683
Value$1.5M
Filed 2026-11-03
Pflug Koory, LLC
INCREASED
Shares14,678 from 14,675
Change+3 (+0%)
Value$1.5M (-$78.8K)
Filed 2026-10-26
Integrated Advisors Network LLC
DECREASED
Shares14,588 from 15,755
Change-1,167 (-7%)
Value$1.5M (-$206.4K)
Filed 2026-10-20
Sage Capital Advisors,llc
DECREASED
Shares14,538 from 26,121
Change-11,583 (-44%)
Value$1.5M (-$1.3M)
Filed 2026-10-13
Milestones Private Investment Advisors LLC
INCREASED
Shares14,522 from 13,462
Change+1,060 (+8%)
Value$1.5M (+$37.7K)
Filed 2026-10-19
Patton Albertson Miller Group, LLC
UNCHANGED
Shares14,042 from 14,042
Change0 (0%)
Value$1.5M (-$75.7K)
Filed 2026-10-26
Brighton Jones LLC
INCREASED
Shares13,869 from 13,650
Change+219 (+2%)
Value$1.4M (-$50.7K)
Filed 2026-11-03
Calder Financial LLC
DECREASED
Shares13,802 from 14,795
Change-993 (-7%)
Value$1.4M (-$183.0K)
Filed 2026-10-13
William Howard & Co Financial Advisors Inc
INCREASED
Shares13,598 from 13,542
Change+56 (+0%)
Value$1.4M (-$67.2K)
Filed 2026-11-04
Flagstar Securities, Inc
INCREASED
Shares13,511 from 10,951
Change+2,560 (+23%)
Value$1.4M (+$207.2K)
Filed 2026-10-15
Park Avenue Securities LLC
INCREASED
Shares13,499 from 12,165
Change+1,334 (+11%)
Value$1.4K (-$1.3M)
Filed 2026-10-26
City State Bank
DECREASED
Shares13,300 from 14,050
Change-750 (-5%)
Value$1.4M (-$153.8K)
Filed 2026-10-20
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares13,024 from 12,998
Change+26 (+0%)
Value$1.4M (-$67.4K)
Filed 2026-10-29
Trust Co of Toledo NA
DECREASED
Shares12,901 from 13,973
Change-1,072 (-8%)
Value$1.3M (-$186.8K)
Filed 2026-10-16
Lynx Investment Advisory
INCREASED
Shares12,895 from 9,329
Change+3,566 (+38%)
Value$1.3M (+$320.8K)
Filed 2026-10-27
StoneX Group Inc.
NEW
Shares12,804
Change+12,804
Value$1.3M
Filed 2026-11-03
Private Trust Co NA
INCREASED
Shares12,668 from 8,799
Change+3,869 (+44%)
Value$1.3M (+$355.1K)
Filed 2026-10-20
E&G Advisors, LLC
DECREASED
Shares12,522 from 12,783
Change-261 (-2%)
Value$1.3M (-$95.2K)
Filed 2026-10-13
Capital Investment Advisors, LLC
DECREASED
Shares12,452 from 14,029
Change-1,577 (-11%)
Value$1.3M (-$239.7K)
Filed 2026-10-22
Sterling Financial Planning, Inc.
DECREASED
Shares12,210 from 14,505
Change-2,295 (-16%)
Value$1.3M (-$316.9K)
Filed 2026-10-28
B. Riley Wealth Advisors, Inc.
INCREASED
Shares12,102 from 6,547
Change+5,555 (+85%)
Value$1.3M (+$539.5K)
Filed 2026-10-13
Choreo, LLC
DECREASED
Shares12,090 from 12,405
Change-315 (-3%)
Value$1.3M (-$99.6K)
Filed 2026-10-28
Thrivent Financial for Lutherans
INCREASED
Shares11,828 from 9,389
Change+2,439 (+26%)
Value$1.2M (+$205.0K)
Filed 2026-11-05
Arrow Investment Advisors, LLC
UNCHANGED
Shares11,631 from 11,631
Change0 (0%)
Value$1.2M (-$62.7K)
Filed 2026-11-02
First United Bank & Trust
INCREASED
Shares11,520 from 10,852
Change+668 (+6%)
Value$1.2M (+$11.0K)
Filed 2026-10-22
Arta Finance Wealth Management LLC
INCREASED
Shares11,513 from 10,921
Change+592 (+5%)
Value$1.2M (+$14.3K)
Filed 2026-10-28
International Private Wealth Advisors LLC
INCREASED
Shares11,322 from 5,954
Change+5,368 (+90%)
Value$1.2M (+$526.4K)
Filed 2026-11-05
TD Private Client Wealth LLC
INCREASED
Shares11,014 from 9,825
Change+1,189 (+12%)
Value$1.1M (+$70.7K)
Filed 2026-10-28
Washington Trust Co
DECREASED
Shares10,804 from 12,389
Change-1,585 (-13%)
Value$1.1M (-$231.7K)
Filed 2026-10-22
CWC Advisors, Llc.
DECREASED
Shares10,795 from 11,240
Change-445 (-4%)
Value$1.1M (-$106.9K)
Filed 2026-10-15
Unique Wealth Strategies, LLC
UNCHANGED
Shares10,700 from 10,700
Change0 (0%)
Value$1.2M ($0)
Filed 2026-10-13
Rudd Co d/b/a Styre Wealth
NEW
Shares10,640
Change+10,640
Value$1.1M
Filed 2026-10-29
Cranbrook Wealth Management, LLC
DECREASED
Shares10,388 from 48,426
Change-38,038 (-79%)
Value$1.1M (-$4.2M)
Filed 2026-10-28
McAdam, LLC
INCREASED
Shares10,378 from 2,652
Change+7,726 (+291%)
Value$1.1M (+$789.5K)
Filed 2026-10-21
SBI Securities Co., Ltd.
DECREASED
Shares10,373 from 10,968
Change-595 (-5%)
Value$1.1M (-$121.0K)
Filed 2026-10-22
Strategic Blueprint, LLC
NEW
Shares10,257
Change+10,257
Value$1.1M
Filed 2026-10-22
Arcataur Capital Management LLC
DECREASED
Shares10,231 from 10,269
Change-38 (0%)
Value$1.1M (-$59.3K)
Filed 2026-10-21
Fortitude Family Office, LLC
DECREASED
Shares10,130 from 21,057
Change-10,927 (-52%)
Value$1.1M (-$1.3M)
Filed 2026-10-14
Partners Wealth Management, LLC
NEW
Shares9,881
Change+9,881
Value$1.0M
Filed 2026-10-28
Pekin Hardy Strauss, Inc.
INCREASED
Shares9,859 from 3,421
Change+6,438 (+188%)
Value$1.0M (+$651.4K)
Filed 2026-11-02
Koshinski Asset Management, Inc.
DECREASED
Shares9,850 from 10,203
Change-353 (-3%)
Value$1.0M (-$91.7K)
Filed 2026-10-29
Jacobi Capital Management LLC
DECREASED
Shares9,705 from 9,728
Change-23 (0%)
Value$1.0M (-$54.9K)
Filed 2026-11-05
NorthCrest Asset Manangement, LLC
DECREASED
Shares9,686 from 9,744
Change-58 (-1%)
Value$1.0M (-$41.1K)
Filed 2026-10-13
BOS Asset Management, LLC
DECREASED
Shares9,679 from 9,922
Change-243 (-2%)
Value$1.0M (-$78.8K)
Filed 2026-10-09
Capstone Wealth Management Group, Inc.
DECREASED
Shares9,611 from 9,660
Change-49 (-1%)
Value$999.9K (-$57.2K)
Filed 2026-10-19
Kelleher Financial Advisors
DECREASED
Shares9,520 from 14,440
Change-4,920 (-34%)
Value$990.5K (-$589.7K)
Filed 2026-10-30
Wesbanco Bank Inc
DECREASED
Shares9,400 from 9,693
Change-293 (-3%)
Value$978.0K (-$82.7K)
Filed 2026-11-04
MMA Asset Management LLC
DECREASED
Shares9,380 from 10,480
Change-1,100 (-10%)
Value$975.9K (-$170.9K)
Filed 2026-11-02
Vise Technologies, Inc.
DECREASED
Shares9,226 from 11,075
Change-1,849 (-17%)
Value$959.9K (-$252.0K)
Filed 2026-10-29
Apella Capital, LLC
DECREASED
Shares9,132 from 9,200
Change-68 (-1%)
Value$951.9K (-$43.2K)
Filed 2026-10-08
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares9,039 from 8,279
Change+760 (+9%)
Value$940.4K (+$34.4K)
Filed 2026-10-22
Patriot Investment Management Group, Inc.
DECREASED
Shares8,920 from 9,577
Change-657 (-7%)
Value$928.0K (-$120.0K)
Filed 2026-10-15
Fell Capital Management
UNCHANGED
Shares8,920 from 8,920
Change0 (0%)
Value$928.0K (-$48.1K)
Filed 2026-10-09
Axxcess Wealth Management, LLC
NEW
Shares8,864
Change+8,864
Value$922.3K
Filed 2026-10-21
Aviance Capital Partners, LLC
DECREASED
Shares8,790 from 13,143
Change-4,353 (-33%)
Value$914.5K (-$523.7K)
Filed 2026-10-29
Narus Financial Partners, LLC
INCREASED
Shares8,785 from 6,520
Change+2,265 (+35%)
Value$914.0K (+$200.5K)
Filed 2026-10-19
Rossby Financial, LCC
INCREASED
Shares8,760 from 4,711
Change+4,049 (+86%)
Value$954.3K (+$428.6K)
Filed 2026-11-05
Willow Creek Capital Management, Inc.
UNCHANGED
Shares8,757 from 8,757
Change0 (0%)
Value$958.3K ($0)
Filed 2026-10-16
Plan Group Financial, LLC
DECREASED
Shares8,640 from 9,535
Change-895 (-9%)
Value$911.3K (-$132.1K)
Filed 2026-10-22
Shayne & Jacobs, LLC
UNCHANGED
Shares8,640 from 8,640
Change0 (0%)
Value$898.9K (-$46.6K)
Filed 2026-10-21
Portside Wealth Group, LLC
INCREASED
Shares8,638 from 8,378
Change+260 (+3%)
Value$898.7K (-$18.1K)
Filed 2026-10-20
Wealthcare Advisory Partners LLC
DECREASED
Shares8,627 from 10,596
Change-1,969 (-19%)
Value$897.6K (-$262.0K)
Filed 2026-10-21
Kelsey Financial, LLC
DECREASED
Shares8,539 from 8,620
Change-81 (-1%)
Value$888.4K (-$54.8K)
Filed 2026-10-28
Larson Financial Group LLC
DECREASED
Shares8,442 from 12,289
Change-3,847 (-31%)
Value$878.3K (-$466.5K)
Filed 2026-11-05
Sowell Financial Services LLC
INCREASED
Shares8,438 from 8,431
Change+7 (+0%)
Value$877.9K (-$44.7K)
Filed 2026-10-23
Pinnacle Associates LTD
DECREASED
Shares8,361 from 8,440
Change-79 (-1%)
Value$869.9K (-$53.6K)
Filed 2026-10-20
Smart Wealth LLC
DECREASED
Shares8,260 from 8,860
Change-600 (-7%)
Value$859.4K (-$110.2K)
Filed 2026-11-04
Palisade Asset Management, LLC
UNCHANGED
Shares8,106 from 8,106
Change0 (0%)
Value$843.3K (-$43.7K)
Filed 2026-11-03
Sepio Capital, LP
DECREASED
Shares8,013 from 9,671
Change-1,658 (-17%)
Value$833.7K (-$224.6K)
Filed 2026-10-22
Waystone Advisors LLC
DECREASED
Shares7,951 from 8,099
Change-148 (-2%)
Value$870.1K (-$16.2K)
Filed 2026-10-16
Prospera Financial Services Inc
DECREASED
Shares7,881 from 8,089
Change-208 (-3%)
Value$841.7K (-$44.3K)
Filed 2026-11-04
James Hambro & Partners LLP
UNCHANGED
Shares7,865 from 7,865
Change0 (0%)
Value$818.3K (-$42.5K)
Filed 2026-10-19
Daymark Wealth Partners, LLC
INCREASED
Shares7,816 from 7,602
Change+214 (+3%)
Value$813.2K (-$18.7K)
Filed 2026-11-04
Cullen T Bankers, Inc.
UNCHANGED
Shares7,657 from 7,657
Change0 (0%)
Value$796.6K (-$41.3K)
Filed 2026-10-28
TFB Advisors LLC
INCREASED
Shares7,508 from 7,385
Change+123 (+2%)
Value$781.1K (-$27.0K)
Filed 2026-11-02
Flagship Harbor Advisors, LLC
DECREASED
Shares7,459 from 7,939
Change-480 (-6%)
Value$776.0K (-$92.8K)
Filed 2026-10-26
Horst & Graben Wealth Management LLC
NEW
Shares7,355
Change+7,355
Value$765.2K
Filed 2026-11-02
Eddie Patel Inc
INCREASED
Shares7,329 from 3,928
Change+3,401 (+87%)
Value$762.5K (+$332.6K)
Filed 2026-11-02
Chapin Davis, Inc.
DECREASED
Shares7,255 from 7,385
Change-130 (-2%)
Value$754.8K (-$53.3K)
Filed 2026-10-09
Founders Financial Securities LLC
DECREASED
Shares7,180 from 11,808
Change-4,628 (-39%)
Value$747.0K (-$545.2K)
Filed 2026-10-28
Signature Estate & Investment Advisors LLC
INCREASED
Shares7,166 from 7,029
Change+137 (+2%)
Value$745.6K (-$23.6K)
Filed 2026-10-13
RFG Advisory, LLC
DECREASED
Shares7,126 from 12,899
Change-5,773 (-45%)
Value$741.3K (-$670.1K)
Filed 2026-11-03
Banque Pictet & CIE SA
UNCHANGED
Shares7,050 from 7,050
Change0 (0%)
Value$733.5K (-$38.0K)
Filed 2026-10-16
DecisionMap Wealth Management, LLC
INCREASED
Shares7,043 from 6,747
Change+296 (+4%)
Value$732.7K (-$5.6K)
Filed 2026-10-29
J2 Capital Management Inc
INCREASED
Shares7,027 from 6,460
Change+567 (+9%)
Value$731.1K (+$24.1K)
Filed 2026-10-19
Hanson & Doremus Investment Management
INCREASED
Shares6,907 from 6,833
Change+74 (+1%)
Value$719 (-$747.3K)
Filed 2026-10-16
MLG Wealth Management DBA Pine Grove Financial Group
NEW
Shares6,868
Change+6,868
Value$714.5K
Filed 2026-10-13
Farrell Financial LLC
DECREASED
Shares6,861 from 7,029
Change-168 (-2%)
Value$713.8K (-$55.4K)
Filed 2026-10-16
Sidoxia Capital Management, LLC
INCREASED
Shares6,835 from 6,484
Change+351 (+5%)
Value$711.1K (+$1.6K)
Filed 2026-10-28
Planned Solutions, Inc.
UNCHANGED
Shares6,707 from 6,707
Change0 (0%)
Value$697.8K (-$36.2K)
Filed 2026-10-19
Atlas Brown,Inc.
INCREASED
Shares6,692 from 6,660
Change+32 (+0%)
Value$696.3K (-$32.6K)
Filed 2026-10-09
IFC & Insurance Marketing, Inc.
NEW
Shares6,674
Change+6,674
Value$694.4K
Filed 2026-10-16
Atwater Malick LLC
INCREASED
Shares6,548 from 6,486
Change+62 (+1%)
Value$681.3K (-$28.5K)
Filed 2026-10-15
Fiduciary Financial Group, LLC
INCREASED
Shares6,447 from 6,239
Change+208 (+3%)
Value$670.7K (-$12.0K)
Filed 2026-10-13
Chesley Taft & Associates LLC
UNCHANGED
Shares6,443 from 6,443
Change0 (0%)
Value$670.3K (-$34.7K)
Filed 2026-10-13
Wedbush Securities Inc
INCREASED
Shares6,326 from 5,938
Change+388 (+7%)
Value$658 (-$649.3K)
Filed 2026-10-22
Diversify Wealth Management, LLC
DECREASED
Shares6,292 from 6,584
Change-292 (-4%)
Value$662.5K (-$44.5K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares6,292 from 6,584
Change-292 (-4%)
Value$662.5K (-$44.5K)
Filed 2026-10-20
Bigelow Investment Advisors, LLC
DECREASED
Shares6,196 from 6,487
Change-291 (-4%)
Value$644.6K (-$65.2K)
Filed 2026-10-13
Cornerstone Wealth Management, LLC
DECREASED
Shares6,194 from 6,285
Change-91 (-1%)
Value$644.4K (-$43.3K)
Filed 2026-11-04
AlphaCore Capital LLC
INCREASED
Shares6,151 from 4,447
Change+1,704 (+38%)
Value$640.0K (+$153.3K)
Filed 2026-11-04
Charter Capital Management, Llc\de
DECREASED
Shares6,104 from 6,148
Change-44 (-1%)
Value$635.0K (-$37.7K)
Filed 2026-10-28
Single Point Partners, LLC
INCREASED
Shares6,077 from 5,563
Change+514 (+9%)
Value$632.2K (+$23.4K)
Filed 2026-10-19
Great Hill Capital LLC
UNCHANGED
Shares5,967 from 5,967
Change0 (0%)
Value$620.8K (-$32.2K)
Filed 2026-10-20
Johnson Financial Group, LLC
UNCHANGED
Shares5,906 from 5,906
Change0 (0%)
Value$614.5K (-$31.8K)
Filed 2026-11-03
FSA Investment Group, LLC
INCREASED
Shares5,848 from 4,887
Change+961 (+20%)
Value$608.4K (+$73.6K)
Filed 2026-10-07
Gibson Capital, LLC
UNCHANGED
Shares5,840 from 5,840
Change0 (0%)
Value$607.6K (-$31.5K)
Filed 2026-10-23
Balefire, LLC
DECREASED
Shares5,833 from 6,752
Change-919 (-14%)
Value$606.9K (-$132.0K)
Filed 2026-10-09
Glenview Trust Co
DECREASED
Shares5,818 from 5,841
Change-23 (0%)
Value$605.3K (-$33.9K)
Filed 2026-10-28
PFG Advisors
INCREASED
Shares5,720 from 3,990
Change+1,730 (+43%)
Value$595.1K (+$158.5K)
Filed 2026-10-16
BAR Harbor Wealth Management
INCREASED
Shares5,691 from 5,530
Change+161 (+3%)
Value$592.1K (-$13.1K)
Filed 2026-10-21
First Growth Capital LLC
INCREASED
Shares5,666 from 4,997
Change+669 (+13%)
Value$589.5K (+$42.7K)
Filed 2026-10-15
TrustWell Financial Advisors, LLC
DECREASED
Shares5,661 from 5,686
Change-25 (0%)
Value$589.0K (-$33.3K)
Filed 2026-10-15
Shade Tree Advisors LLC
INCREASED
Shares5,639 from 5,036
Change+603 (+12%)
Value$586.7K (+$35.6K)
Filed 2026-10-22
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED
Shares5,613 from 6,932
Change-1,319 (-19%)
Value$584.0K (-$174.6K)
Filed 2026-10-27
Veratis Advisors, Inc.
INCREASED
Shares5,563 from 4,928
Change+635 (+13%)
Value$578.9K (+$39.6K)
Filed 2026-11-03
FC Advisory LLC
INCREASED
Shares5,552 from 5,445
Change+107 (+2%)
Value$577.6K (-$18.2K)
Filed 2026-10-05
Stronghold Wealth Management L.L.C.
INCREASED
Shares5,372 from 3,985
Change+1,387 (+35%)
Value$558.9K (+$122.8K)
Filed 2026-10-16
Mine & Arao Wealth Creation & Management, Llc.
DECREASED
Shares5,308 from 5,480
Change-172 (-3%)
Value$552.2K (-$47.5K)
Filed 2026-10-29
Willow Creek Wealth Management Inc.
DECREASED
Shares5,299 from 9,800
Change-4,501 (-46%)
Value$551.3K (-$521.1K)
Filed 2026-10-26
Summa Corp.
DECREASED
Shares5,177 from 6,430
Change-1,253 (-19%)
Value$538.6K (-$165.0K)
Filed 2026-10-30
Busey Bank
DECREASED
Shares5,046 from 5,419
Change-373 (-7%)
Value$525.0K (-$68.0K)
Filed 2026-10-26
SeaCrest Wealth Management, LLC
DECREASED
Shares5,008 from 5,038
Change-30 (-1%)
Value$521.0K (-$30.3K)
Filed 2026-10-21
Inscription Capital, LLC
DECREASED
Shares5,007 from 5,361
Change-354 (-7%)
Value$520.9K (-$65.7K)
Filed 2026-11-02
Indivisible Partners
INCREASED
Shares5,002 from 4,684
Change+318 (+7%)
Value$520.4K (+$7.9K)
Filed 2026-10-26
Prairie Advisory, LLC
INCREASED
Shares4,932 from 2,437
Change+2,495 (+102%)
Value$513.2K (+$246.5K)
Filed 2026-10-19
Quest 10 Wealth Builders, Inc.
DECREASED
Shares4,895 from 4,962
Change-67 (-1%)
Value$519.7K (-$23.3K)
Filed 2026-11-02
XML Financial, LLC
NEW
Shares4,830
Change+4,830
Value$502.5K
Filed 2026-10-29
180 Wealth Advisors, LLC
DECREASED
Shares4,812 from 7,103
Change-2,291 (-32%)
Value$500.6K (-$276.6K)
Filed 2026-11-03
Apollon Wealth Management, LLC
INCREASED
Shares4,792 from 4,303
Change+489 (+11%)
Value$498.6K (+$27.7K)
Filed 2026-10-23
Northwest Wealth Management, LLC
INCREASED
Shares4,791 from 4,757
Change+34 (+1%)
Value$498.4K (-$22.2K)
Filed 2026-10-30
Aspiriant, LLC
DECREASED
Shares4,775 from 4,842
Change-67 (-1%)
Value$496.9K (-$33.1K)
Filed 2026-10-16
Councilor Wealth, LLC
INCREASED
Shares4,767 from 4,691
Change+76 (+2%)
Value$496.0K (-$17.5K)
Filed 2026-10-09
Pinnacle Bancorp, Inc.
INCREASED
Shares4,765 from 2,009
Change+2,756 (+137%)
Value$495.8K (+$275.9K)
Filed 2026-10-21
True Private Wealth Advisors
DECREASED
Shares4,724 from 4,774
Change-50 (-1%)
Value$491.5K (-$30.9K)
Filed 2026-10-19
Caldwell Trust Co
UNCHANGED
Shares4,724 from 4,724
Change0 (0%)
Value$491.5K (-$25.5K)
Filed 2026-10-30
Corepath Wealth Partners LLC
UNCHANGED
Shares4,694 from 4,694
Change0 (0%)
Value$489.3K (-$17.9K)
Filed 2026-10-21
Duncker Streett & Co Inc
UNCHANGED
Shares4,663 from 4,663
Change0 (0%)
Value$485.1K (-$25.1K)
Filed 2026-10-27
Mezzasalma Advisors, LLC
INCREASED
Shares4,659 from 4,607
Change+52 (+1%)
Value$484.8K (-$19.4K)
Filed 2026-10-14
Portfolio Resources Advisor Group, Inc.
DECREASED
Shares4,579 from 4,670
Change-91 (-2%)
Value$476.4K (-$34.6K)
Filed 2026-10-20
Envision Financial LLC
UNCHANGED
Shares4,500 from 4,500
Change0 (0%)
Value$468.2K (-$24.3K)
Filed 2026-10-15
Trek Financial, LLC
DECREASED
Shares4,499 from 13,265
Change-8,766 (-66%)
Value$468.1K (-$983.5K)
Filed 2026-10-29
Guardian Partners Inc.
INCREASED
Shares4,430 from 3,300
Change+1,130 (+34%)
Value$460.9K (+$99.8K)
Filed 2026-10-21
Canandaigua National Bank & Trust Co
DECREASED
Shares4,410 from 5,447
Change-1,037 (-19%)
Value$458.8K (-$137.2K)
Filed 2026-10-07
Capital Wealth Alliance, LLC
INCREASED
Shares4,324 from 3,896
Change+428 (+11%)
Value$449.8K (+$23.4K)
Filed 2026-10-20
Virtue Asset Management LLC
DECREASED
Shares4,310 from 4,437
Change-127 (-3%)
Value$448.4K (-$37.1K)
Filed 2026-10-21
Camelot Technology Advisors, Inc.
DECREASED
Shares4,277 from 4,294
Change-17 (0%)
Value$445.0K (-$24.9K)
Filed 2026-10-09
Trust Co of Vermont
INCREASED
Shares4,273 from 4,191
Change+82 (+2%)
Value$444.6K (-$14.1K)
Filed 2026-10-21
Courage Miller Partners, LLC
UNCHANGED
Shares4,177 from 4,177
Change0 (0%)
Value$434.6K (-$22.5K)
Filed 2026-10-21
North Star Investment Management Corp.
INCREASED
Shares4,154 from 3,828
Change+326 (+9%)
Value$432.1K (+$13.3K)
Filed 2026-10-27
Clearview Wealth Management LLC
DECREASED
Shares4,142 from 4,611
Change-469 (-10%)
Value$433.1K (-$71.5K)
Filed 2026-10-16
NorthLanding Financial Partners, LLC
INCREASED
Shares4,134 from 4,127
Change+7 (+0%)
Value$430.1K (-$21.5K)
Filed 2026-10-15
Nfsg Corp
INCREASED
Shares4,126 from 282
Change+3,844 (+1363%)
Value$429.3K (+$398.4K)
Filed 2026-10-15
Gill Capital Partners, LLC
DECREASED
Shares4,107 from 4,506
Change-399 (-9%)
Value$427.3K (-$65.8K)
Filed 2026-10-13
Parker Financial LLC
UNCHANGED
Shares4,102 from 4,102
Change0 (0%)
Value$426.8K (-$22.1K)
Filed 2026-11-05
Legacy Financial Independent Advisors LLC
DECREASED
Shares4,078 from 4,203
Change-125 (-3%)
Value$424.3K (-$35.7K)
Filed 2026-11-02
Auour Investments LLC
DECREASED
Shares4,049 from 4,064
Change-15 (0%)
Value$421.3K (-$23.4K)
Filed 2026-10-28
Market Street Wealth Management Advisors LLC
UNCHANGED
Shares4,007 from 4,007
Change0 (0%)
Value$416.9K (-$21.6K)
Filed 2026-10-09
Spire Wealth Management
INCREASED
Shares3,967 from 3,847
Change+120 (+3%)
Value$412.7K (-$8.3K)
Filed 2026-10-30
Sapient Capital LLC
UNCHANGED
Shares3,916 from 3,916
Change0 (0%)
Value$407.4K (-$21.1K)
Filed 2026-10-08
Crusonia Wealth Advisors LLC
INCREASED
Shares3,895 from 3,420
Change+475 (+14%)
Value$405.2K (+$30.9K)
Filed 2026-10-26
Tilia Fiduciary Partners, Inc.
DECREASED
Shares3,862 from 4,216
Change-354 (-8%)
Value$401.8K (-$59.5K)
Filed 2026-10-09
VestGen Advisors, LLC
DECREASED
Shares3,843 from 24,173
Change-20,330 (-84%)
Value$399.8K (-$2.2M)
Filed 2026-10-27
Matrix Trust Co
DECREASED
Shares3,794 from 4,124
Change-330 (-8%)
Value$395 (-$56)
Filed 2026-10-07
Dynamic Advisor Solutions LLC
DECREASED
Shares3,786 from 3,888
Change-102 (-3%)
Value$393.9K (-$31.6K)
Filed 2026-10-13
Braun-Bostich & Associates Inc.
NEW
Shares3,784
Change+3,784
Value$393.7K
Filed 2026-10-20
Verus Capital Partners, LLC
DECREASED
Shares3,695 from 4,000
Change-305 (-8%)
Value$384.4K (-$53.3K)
Filed 2026-11-03
Focus Financial Network, Inc.
INCREASED
Shares3,694 from 2,540
Change+1,154 (+45%)
Value$384.3K (+$106.4K)
Filed 2026-10-14
Hardin Capital Partners, LLC
DECREASED
Shares3,626 from 4,787
Change-1,161 (-24%)
Value$377.2K (-$147.4K)
Filed 2026-10-09
DMC Group, LLC
DECREASED
Shares3,616 from 3,735
Change-119 (-3%)
Value$376.2K (-$32.5K)
Filed 2026-10-26
Smith Thornton Advisors LLC
DECREASED
Shares3,570 from 4,035
Change-465 (-12%)
Value$371.4K (-$64.0K)
Filed 2026-10-16
Journey Advisory Group, LLC
UNCHANGED
Shares3,551 from 3,551
Change0 (0%)
Value$369.4K (-$19.1K)
Filed 2026-11-04
Pinnacle Financial Group, LLC / IL
INCREASED
Shares3,541 from 3,501
Change+40 (+1%)
Value$368.4K (-$14.7K)
Filed 2026-10-29
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares3,540 from 3,599
Change-59 (-2%)
Value$368.3K (-$25.6K)
Filed 2026-10-14
Successful Portfolios LLC
UNCHANGED
Shares3,511 from 3,511
Change0 (0%)
Value$365.1K (-$14.6K)
Filed 2026-10-09
Prentiss Smith & Co Inc
DECREASED
Shares3,495 from 3,570
Change-75 (-2%)
Value$363.6K (-$27.0K)
Filed 2026-10-27
Middleton & Co Inc
UNCHANGED
Shares3,484 from 3,484
Change0 (0%)
Value$362.5K (-$18.8K)
Filed 2026-10-23
Kingsbury Capital Investment Advisors LLC
INCREASED
Shares3,472 from 2,348
Change+1,124 (+48%)
Value$361.2K (+$104.3K)
Filed 2026-10-20
Silverlake Wealth Management LLC
DECREASED
Shares3,459 from 3,757
Change-298 (-8%)
Value$359.9K (-$51.2K)
Filed 2026-10-21
AWM Capital, LLC
DECREASED
Shares3,400 from 5,625
Change-2,225 (-40%)
Value$353.8K (-$261.7K)
Filed 2026-10-16
Net Worth Advisory Group
INCREASED
Shares3,390 from 3,241
Change+149 (+5%)
Value$353.6K (-$1.1K)
Filed 2026-10-20
Grandview Asset Management LLC
DECREASED
Shares3,386 from 3,556
Change-170 (-5%)
Value$352.3K (-$36.9K)
Filed 2026-10-19
Dorato Capital Management
UNCHANGED
Shares3,384 from 3,384
Change0 (0%)
Value$352.7K (-$13.2K)
Filed 2026-10-08
Hughes Financial Services, LLC
DECREASED
Shares3,367 from 24,304
Change-20,937 (-86%)
Value$358.4K (-$2.3M)
Filed 2026-10-30
Evanson Financial, LLC
INCREASED
Shares3,367 from 3,347
Change+20 (+1%)
Value$350.3K (-$15.9K)
Filed 2026-10-23
Simplex Trading, LLC
DECREASED
Shares3,320 from 18,937
Change-15,617 (-82%)
Value$345.4K (-$1.7M)
Filed 2026-11-04
HCR Wealth Advisors
INCREASED
Shares3,222 from 3,015
Change+207 (+7%)
Value$335.2K (+$5.3K)
Filed 2026-10-15
Sumitomo Mitsui DS Asset Management Company, Ltd
UNCHANGED
Shares3,217 from 3,217
Change0 (0%)
Value$334.7K (-$17.3K)
Filed 2026-10-20
FSM Wealth Advisors, LLC
UNCHANGED
Shares3,213 from 3,213
Change0 (0%)
Value$335.8K (-$15.8K)
Filed 2026-10-27
Thompson Siegel & Walmsley LLC
UNCHANGED
Shares3,149 from 3,149
Change0 (0%)
Value$328.0K (-$17.0K)
Filed 2026-11-05
Aletheian Wealth Advisors LLC
INCREASED
Shares3,137 from 3,098
Change+39 (+1%)
Value$326.3K (-$12.6K)
Filed 2026-10-08
Ascent Group, LLC
DECREASED
Shares3,129 from 146,055
Change-142,926 (-98%)
Value$325.6K (-$15.7M)
Filed 2026-10-30
Wormser Freres Gestion
DECREASED
Shares3,116 from 3,285
Change-169 (-5%)
Value$324.2K (-$31.0K)
Filed 2026-10-21
Bath Savings Trust Co
DECREASED
Shares3,100 from 4,085
Change-985 (-24%)
Value$322.5K (-$124.5K)
Filed 2026-10-07
Silvia Mccoll Wealth Management, LLC
UNCHANGED
Shares3,055 from 3,055
Change0 (0%)
Value$317.8K (-$16.5K)
Filed 2026-10-07
Mainsail Financial Group, LLC
UNCHANGED
Shares3,053 from 3,053
Change0 (0%)
Value$317.6K (-$16.5K)
Filed 2026-10-23
Ares Financial Consulting, LLC
UNCHANGED
Shares3,003 from 3,003
Change0 (0%)
Value$312.5K (-$16.2K)
Filed 2026-10-19
Nautilus Advisors LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$312.1K (-$12.3K)
Filed 2026-10-07
SilverOak Wealth Management LLC
UNCHANGED
Shares2,963 from 2,963
Change0 (0%)
Value$308.3K (-$16.0K)
Filed 2026-10-29
Midwest Trust Co
DECREASED
Shares2,934 from 3,161
Change-227 (-7%)
Value$305.3K (-$40.7K)
Filed 2026-10-22
West Paces Advisors Inc.
DECREASED
Shares2,930 from 3,300
Change-370 (-11%)
Value$304.8K (-$56.3K)
Filed 2026-10-13
Latitude Advisors, LLC
DECREASED
Shares2,920 from 2,936
Change-16 (-1%)
Value$303.8K (-$17.4K)
Filed 2026-10-27
LexAurum Advisors, LLC
DECREASED
Shares2,852 from 2,910
Change-58 (-2%)
Value$296.7K (-$21.7K)
Filed 2026-10-19
Lpwm LLC
DECREASED
Shares2,838 from 2,840
Change-2 (0%)
Value$295.3K (-$15.5K)
Filed 2026-10-20
Park Edge Advisors, LLC
DECREASED
Shares2,830 from 3,430
Change-600 (-17%)
Value$294.4K (-$81.0K)
Filed 2026-10-28
Hegarty Advisors, LLC
INCREASED
Shares2,808 from 2,761
Change+47 (+2%)
Value$292.2K (-$9.9K)
Filed 2026-10-20
Austin Asset Management Co Inc
UNCHANGED
Shares2,762 from 2,762
Change0 (0%)
Value$287.4K (-$14.9K)
Filed 2026-10-29
Alhambra Investment Management LLC
DECREASED
Shares2,726 from 2,826
Change-100 (-4%)
Value$283.6K (-$25.6K)
Filed 2026-10-15
Creekside Partners
INCREASED
Shares2,721 from 2,718
Change+3 (+0%)
Value$283.0K (-$14.4K)
Filed 2026-11-04
Hickory Point Bank & Trust
UNCHANGED
Shares2,721 from 2,721
Change0 (0%)
Value$283.1K (-$14.7K)
Filed 2026-10-01
Tcfg Investment Advisors, LLC
DECREASED
Shares2,708 from 2,715
Change-7 (0%)
Value$281.7K (-$15.4K)
Filed 2026-10-20
Able Financial Group, LLC
UNCHANGED
Shares2,692 from 2,692
Change0 (0%)
Value$280.1K (-$14.5K)
Filed 2026-10-14
Asset One Wealth Management LLC
DECREASED
Shares2,666 from 2,673
Change-7 (0%)
Value$277.4K (-$11.4K)
Filed 2026-11-02
Buck Wealth Strategies, LLC
DECREASED
Shares2,665 from 104,737
Change-102,072 (-97%)
Value$277.2K (-$11.2M)
Filed 2026-10-28
Equity Wealth Partners, LLC
INCREASED
Shares2,620 from 2,603
Change+17 (+1%)
Value$272.6K (-$12.3K)
Filed 2026-10-26
Colony Family Offices, LLC
INCREASED
Shares2,605 from 2,421
Change+184 (+8%)
Value$271.0K (+$6.1K)
Filed 2026-10-22
Angeles Wealth Management, LLC
UNCHANGED
Shares2,603 from 2,603
Change0 (0%)
Value$270.8K (-$14.0K)
Filed 2026-10-26
Center for Financial Planning, Inc.
UNCHANGED
Shares2,580 from 2,580
Change0 (0%)
Value$268.4K (-$13.9K)
Filed 2026-10-26
Integrity Alliance, Llc.
DECREASED
Shares2,572 from 28,863
Change-26,291 (-91%)
Value$267.6K (-$2.9M)
Filed 2026-10-29
Compass Planning Associates Inc
INCREASED
Shares2,554 from 2,511
Change+43 (+2%)
Value$265.7K (-$9.1K)
Filed 2026-10-13
Sutton Place Investors LLC
NEW
Shares2,520
Change+2,520
Value$262.2K
Filed 2026-10-20
Davidson Trust Co
UNCHANGED
Shares2,510 from 2,510
Change0 (0%)
Value$261.1K (-$13.5K)
Filed 2026-10-09
PW Nova Financial Services LLC
UNCHANGED
Shares2,505 from 2,505
Change0 (0%)
Value$260.6K (-$13.5K)
Filed 2026-10-15
Paragon Capital Management Ltd
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$260.1K (-$13.5K)
Filed 2026-10-09
Venture Visionary Partners LLC
DECREASED
Shares2,493 from 2,497
Change-4 (0%)
Value$259.4K (-$13.9K)
Filed 2026-10-07
IVC Wealth Advisors LLC
INCREASED
Shares2,483 from 2,406
Change+77 (+3%)
Value$258.3K (-$5.0K)
Filed 2026-10-23
Mokosak Advisory Group, LLC
INCREASED
Shares2,461 from 2,420
Change+41 (+2%)
Value$256.1K (-$8.7K)
Filed 2026-10-20
Glass Jacobson Investment Advisors llc
INCREASED
Shares2,450 from 2,408
Change+42 (+2%)
Value$254.9K (-$8.7K)
Filed 2026-10-26
KG Capital Management
DECREASED
Shares2,421 from 3,911
Change-1,490 (-38%)
Value$251.9K (-$176.1K)
Filed 2026-10-15
International Assets Investment Management, LLC
INCREASED
Shares2,420 from 1,578
Change+842 (+53%)
Value$252.4K (+$81.7K)
Filed 2026-11-02
DKM Wealth Management, Inc.
UNCHANGED
Shares2,412 from 2,412
Change0 (0%)
Value$250.9K (-$13.0K)
Filed 2026-10-09
Family Investment Center, Inc.
INCREASED
Shares2,408 from 2,238
Change+170 (+8%)
Value$250.5K (+$5.6K)
Filed 2026-10-19
WealthBridge Capital Management, LLC
INCREASED
Shares2,383 from 1,943
Change+440 (+23%)
Value$247.9K (+$35.3K)
Filed 2026-10-16
Phillip James Consulting Co.
NEW
Shares2,370
Change+2,370
Value$246.6K
Filed 2026-11-03
Innova Wealth Partners
INCREASED
Shares2,352 from 2,102
Change+250 (+12%)
Value$244.7K (+$14.7K)
Filed 2026-10-21
Strategy Asset Managers LLC
DECREASED
Shares2,342 from 2,359
Change-17 (-1%)
Value$243.7K (-$14.5K)
Filed 2026-10-14
Csenge Advisory Group
DECREASED
Shares2,340 from 2,480
Change-140 (-6%)
Value$243.4K (-$28.0K)
Filed 2026-11-04
City Holding Co
DECREASED
Shares2,328 from 2,403
Change-75 (-3%)
Value$242.2K (-$20.8K)
Filed 2026-10-19
BIP Wealth, LLC
INCREASED
Shares2,324 from 2,279
Change+45 (+2%)
Value$241.7K (-$7.7K)
Filed 2026-10-22
Strategic Point Investment Advisors, LLC
UNCHANGED
Shares2,320 from 2,320
Change0 (0%)
Value$241.4K (-$12.5K)
Filed 2026-10-29
CLG LLC
DECREASED
Shares2,277 from 2,747
Change-470 (-17%)
Value$236.9K (-$63.7K)
Filed 2026-10-13
Grove Street Fiduciary, LLC
UNCHANGED
Shares2,270 from 2,270
Change0 (0%)
Value$236.2K (-$12.2K)
Filed 2026-10-13
S.A. Mason LLC
DECREASED
Shares2,251 from 2,266
Change-15 (-1%)
Value$234.2K (-$13.8K)
Filed 2026-10-13
Cottonwood Capital Advisors, LLC
UNCHANGED
Shares2,245 from 2,245
Change0 (0%)
Value$233.6K (-$12.1K)
Filed 2026-10-20
WealthSpring Partners, LLC
DECREASED
Shares2,232 from 2,482
Change-250 (-10%)
Value$232.2K (-$39.4K)
Filed 2026-10-14
Ashton Thomas Securities, LLC
NEW
Shares2,225
Change+2,225
Value$231.5K
Filed 2026-10-26
Prosperitas Financial LLC
DECREASED
Shares2,220 from 2,260
Change-40 (-2%)
Value$231.0K (-$16.3K)
Filed 2026-10-28
Summit Financial Strategies, Inc.
NEW
Shares2,212
Change+2,212
Value$230.1K
Filed 2026-10-14
HB Wealth Management, LLC
INCREASED
Shares2,211 from 2,029
Change+182 (+9%)
Value$230.0K (+$7.9K)
Filed 2026-10-23
Citizens Financial Group Inc
INCREASED
Shares2,208 from 2,179
Change+29 (+1%)
Value$229.7K (-$8.7K)
Filed 2026-10-23
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$228.9K (-$11.9K)
Filed 2026-11-02
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares2,193 from 2,104
Change+89 (+4%)
Value$228.2K (-$2.0K)
Filed 2026-10-22
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
NEW
Shares2,186
Change+2,186
Value$227.5K
Filed 2026-10-14
Wernau Asset Management Inc.
UNCHANGED
Shares2,159 from 2,159
Change0 (0%)
Value$224.7K (-$11.6K)
Filed 2026-10-19
Bingham Private Wealth, LLC
INCREASED
Shares2,149 from 2,106
Change+43 (+2%)
Value$223.6K (-$6.9K)
Filed 2026-11-05
Blue Trust, Inc.
INCREASED
Shares2,127 from 2,121
Change+6 (+0%)
Value$221.3K (-$10.8K)
Filed 2026-10-15
Walkner Condon Financial Advisors LLC
DECREASED
Shares2,124 from 3,576
Change-1,452 (-41%)
Value$221.0K (-$170.3K)
Filed 2026-11-02
Wealth Quarterback LLC
DECREASED
Shares2,115 from 2,215
Change-100 (-5%)
Value$220.1K (-$22.3K)
Filed 2026-10-20
Old Port Advisors
DECREASED
Shares2,115 from 2,127
Change-12 (-1%)
Value$220.0K (-$12.7K)
Filed 2026-10-23
Gilpin Wealth Management, LLC
DECREASED
Shares2,112 from 2,213
Change-101 (-5%)
Value$219.7K (-$22.4K)
Filed 2026-10-09
Signaturefd, LLC
INCREASED
Shares2,109 from 1,731
Change+378 (+22%)
Value$219.4K (+$29.9K)
Filed 2026-10-23
Wiregrass Investment Management LLC
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$218.5K (-$11.3K)
Filed 2026-11-05
Gradient Capital Advisors, LLC
UNCHANGED
Shares2,070 from 2,070
Change0 (0%)
Value$215.4K (-$11.2K)
Filed 2026-10-21
Todd Asset Management LLC
UNCHANGED
Shares2,060 from 2,060
Change0 (0%)
Value$214.3K (-$11.1K)
Filed 2026-10-27
North Forty Two & Co.
UNCHANGED
Shares2,048 from 2,048
Change0 (0%)
Value$213.1K (-$11.0K)
Filed 2026-10-19
RDA Financial Network
DECREASED
Shares2,040 from 2,210
Change-170 (-8%)
Value$212.2K (-$29.6K)
Filed 2026-10-15
Davenport & Co LLC
NEW
Shares2,029
Change+2,029
Value$211.1K
Filed 2026-10-14
Principle Wealth Partners LLC
INCREASED
Shares2,028 from 1,878
Change+150 (+8%)
Value$211.0K (+$5.5K)
Filed 2026-11-02
Woodard & Co Asset Management Group Inc
UNCHANGED
Shares2,021 from 2,021
Change0 (0%)
Value$210.3K (-$10.9K)
Filed 2026-11-03
Epiq Partners, LLC
INCREASED
Shares1,998 from 1,956
Change+42 (+2%)
Value$207.9K (-$6.2K)
Filed 2026-10-07
Certified Advisory Corp
INCREASED
Shares1,990 from 1,977
Change+13 (+1%)
Value$207.0K (-$9.3K)
Filed 2026-10-29
Encompass More Asset Management
NEW
Shares1,974
Change+1,974
Value$205.4K
Filed 2026-10-16
Mission Wealth Management, LP
DECREASED
Shares1,955 from 2,146
Change-191 (-9%)
Value$203.4K (-$31.4K)
Filed 2026-10-15
J. L. Bainbridge & Co., Inc.
DECREASED
Shares1,954 from 1,960
Change-6 (0%)
Value$203.3K (-$11.2K)
Filed 2026-10-20
Sage Capital Management, LLC
INCREASED
Shares1,945 from 1,913
Change+32 (+2%)
Value$202.5K (-$6.9K)
Filed 2026-10-20
Buckhead Capital Management LLC
UNCHANGED
Shares1,938 from 1,938
Change0 (0%)
Value$201.6K (-$10.4K)
Filed 2026-11-03
First Hawaiian Bank
UNCHANGED
Shares1,936 from 1,936
Change0 (0%)
Value$201.4K (-$10.4K)
Filed 2026-10-14
Endowment Wealth Management, Inc.
NEW
Shares1,934
Change+1,934
Value$201.2K
Filed 2026-11-03
Quadrant Private Wealth Management, LLC
NEW
Shares1,930
Change+1,930
Value$200.8K
Filed 2026-11-04
Visionary Wealth Advisors
DECREASED
Shares1,929 from 3,042
Change-1,113 (-37%)
Value$200.7K (-$132.2K)
Filed 2026-11-04
Capital Investment Advisory Services, LLC
INCREASED
Shares1,852 from 1,652
Change+200 (+12%)
Value$192.7K (+$11.9K)
Filed 2026-10-30
Financial Network Wealth Advisors LLC
INCREASED
Shares1,764 from 1,728
Change+36 (+2%)
Value$183.5K (-$5.6K)
Filed 2026-10-28
Nvwm, LLC
INCREASED
Shares1,734 from 1,460
Change+274 (+19%)
Value$180.4K (+$20.6K)
Filed 2026-10-14
Coastline Trust Co
DECREASED
Shares1,649 from 3,074
Change-1,425 (-46%)
Value$171.6K (-$164.8K)
Filed 2026-10-01
GK Wealth Management LLC
NEW
Shares1,611
Change+1,611
Value$167.7K
Filed 2026-10-09
West Financial Advisors, LLC
DECREASED
Shares1,600 from 191,290
Change-189,690 (-99%)
Value$166.4K (-$20.8M)
Filed 2026-10-22
Powell Investment Advisors, LLC
UNCHANGED
Shares1,540 from 1,540
Change0 (0%)
Value$160.2K (-$8.3K)
Filed 2026-10-22
Viewpoint Capital Management LLC
NEW
Shares1,510
Change+1,510
Value$157.1K
Filed 2026-10-27
Indiana Trust & Investment Management Co
UNCHANGED
Shares1,474 from 1,474
Change0 (0%)
Value$153.4K (-$7.9K)
Filed 2026-10-22
Three Bridge Wealth Advisors, LLC
NEW
Shares1,380
Change+1,380
Value$143.6K
Filed 2026-11-05
Cherry Tree Wealth Management, LLC
INCREASED
Shares1,248 from 1
Change+1,247 (+124700%)
Value$129.8K (+$129.7K)
Filed 2026-10-15
Kings Path Partners LLC
DECREASED
Shares1,236 from 1,300
Change-64 (-5%)
Value$128.6K (-$13.7K)
Filed 2026-10-21
Axiom Investment Management LLC
INCREASED
Shares1,225 from 1,217
Change+8 (+1%)
Value$127.4K (-$5.7K)
Filed 2026-11-03
Armstrong Advisory Group, Inc
UNCHANGED
Shares1,221 from 1,221
Change0 (0%)
Value$127.0K (-$6.6K)
Filed 2026-10-09
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED
Shares1,218 from 1,218
Change0 (0%)
Value$126.7K (-$7.2K)
Filed 2026-10-29
Barrett & Company, Inc.
UNCHANGED
Shares1,201 from 1,201
Change0 (0%)
Value$125.0K (-$6.5K)
Filed 2026-10-22
Elevate Wealth Advisory, Inc
INCREASED
Shares1,194 from 494
Change+700 (+142%)
Value$124.2K (+$70.2K)
Filed 2026-10-29
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares1,091 from 1,091
Change0 (0%)
Value$113.5K (-$5.9K)
Filed 2026-10-23
Key FInancial Inc
UNCHANGED
Shares1,059 from 1,059
Change0 (0%)
Value$110.2K (-$5.7K)
Filed 2026-11-02
Nova Financial LLC
NEW
Shares1,014
Change+1,014
Value$105.5K
Filed 2026-11-04
Archer Investment Corp
UNCHANGED
Shares997 from 997
Change0 (0%)
Value$103.7K (-$5.4K)
Filed 2026-11-05
Lanark Financial, Inc.
INCREASED
Shares978 from 970
Change+8 (+1%)
Value$101.8K (-$4.4K)
Filed 2026-10-26
American Capital Advisory, LLC
UNCHANGED
Shares888 from 888
Change0 (0%)
Value$92.4K (-$4.8K)
Filed 2026-10-28
Hyposwiss Advisors SA
UNCHANGED
Shares835 from 835
Change0 (0%)
Value$86.9K (-$4.5K)
Filed 2026-10-26
JFS Wealth Advisors, LLC
NEW
Shares745
Change+745
Value$77.5K
Filed 2026-11-03
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares731 from 731
Change0 (0%)
Value$76.1K (-$3.9K)
Filed 2026-10-27
Gen-Wealth Partners Inc
INCREASED
Shares726 from 680
Change+46 (+7%)
Value$75.5K (+$1.1K)
Filed 2026-11-04
NBH Bank
UNCHANGED
Shares717 from 717
Change0 (0%)
Value$74.6K (-$3.9K)
Filed 2026-11-05
First Bancorp, Inc
INCREASED
Shares667 from 592
Change+75 (+13%)
Value$69.4K (+$4.6K)
Filed 2026-10-26
Downshift Financial, LLC
UNCHANGED
Shares642 from 642
Change0 (0%)
Value$66.8K (-$3.5K)
Filed 2026-10-13
Creative Financial Designs Inc
INCREASED
Shares573 from 459
Change+114 (+25%)
Value$59.6K (+$9.4K)
Filed 2026-11-04
Y.D. More Investments Ltd
DECREASED
Shares550 from 610
Change-60 (-10%)
Value$57.2K (-$9.5K)
Filed 2026-11-02
MH & Associates Securities Management Corp
UNCHANGED
Shares540 from 540
Change0 (0%)
Value$56.2K (-$2.9K)
Filed 2026-10-30
Washington Trust Advisors, Inc.
UNCHANGED
Shares536 from 536
Change0 (0%)
Value$55.8K (-$2.9K)
Filed 2026-10-22
Biltmore Family Office, LLC
INCREASED
Shares502 from 490
Change+12 (+2%)
Value$52.2K (-$1.4K)
Filed 2026-11-03
Clean Yield Group
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$52.0K (-$2.7K)
Filed 2026-10-28
Essential Partners LLC
INCREASED
Shares483 from 476
Change+7 (+1%)
Value$50.3K (-$1.8K)
Filed 2026-10-14
Triumph Capital Management
UNCHANGED
Shares461 from 461
Change0 (0%)
Value$48.0K (-$2.5K)
Filed 2026-10-14
Canton Hathaway, LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$46.8K (-$2.4K)
Filed 2026-10-23
Golden State Wealth Management, LLC
INCREASED
Shares423 from 420
Change+3 (+1%)
Value$44.1K (-$2.0K)
Filed 2026-11-02
Security National Bank
NEW
Shares413
Change+413
Value$43.0K
Filed 2026-10-26
Bell Investment Advisors, Inc
NEW
Shares372
Change+372
Value$38.7K
Filed 2026-10-29
Heritage Family Offices, LLP
NEW
Shares366
Change+366
Value$38.1K
Filed 2026-11-02
Bfsg, LLC
UNCHANGED
Shares361 from 361
Change0 (0%)
Value$37.6K (-$1.9K)
Filed 2026-10-30
Holos Integrated Wealth LLC
INCREASED
Shares345 from 261
Change+84 (+32%)
Value$36.3K (+$8.1K)
Filed 2026-10-23
Eastern Bank
UNCHANGED
Shares333 from 333
Change0 (0%)
Value$34.7K (-$1.8K)
Filed 2026-10-05
Breakwater Investment Management
DECREASED
Shares332 from 654
Change-322 (-49%)
Value$34.5K (-$37.0K)
Filed 2026-10-20
Hilltop National Bank
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$34.3K (-$1.8K)
Filed 2026-10-14
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares328 from 328
Change0 (0%)
Value$34.1K (-$1.8K)
Filed 2026-10-30
Physician Wealth Advisors, Inc.
INCREASED
Shares322 from 321
Change+1 (+0%)
Value$33.5K (-$1.6K)
Filed 2026-10-20
Signature Equity Partners, LLC
INCREASED
Shares320 from 316
Change+4 (+1%)
Value$33.3K (-$1.3K)
Filed 2026-10-29
Pittenger & Anderson Inc
UNCHANGED
Shares308 from 308
Change0 (0%)
Value$32.0K (-$1.7K)
Filed 2026-11-02
Central Trust Co
UNCHANGED
Shares306 from 306
Change0 (0%)
Value$31.8K (-$1.6K)
Filed 2026-11-05
Proathlete Wealth Management LLC
NEW
Shares284
Change+284
Value$29.6K
Filed 2026-10-15
CX Institutional
NEW
Shares275
Change+275
Value$29
Filed 2026-10-02
Laurel Wealth Advisors LLC
NEW
Shares259
Change+259
Value$26.9K
Filed 2026-10-27
Gladwyn Financial Advisors, Inc.
INCREASED
Shares258 from 254
Change+4 (+2%)
Value$26.9K (-$926)
Filed 2026-10-05
William B. Walkup & Associates, Inc.
UNCHANGED
Shares244 from 244
Change0 (0%)
Value$25.4K (-$1.3K)
Filed 2026-11-05
Evolution Wealth Management Inc.
UNCHANGED
Shares239 from 239
Change0 (0%)
Value$24.9K (-$1.3K)
Filed 2026-10-28
Cape Investment Advisory, Inc.
UNCHANGED
Shares239 from 239
Change0 (0%)
Value$24.9K (-$1.3K)
Filed 2026-10-13
Root Financial Partners, LLC
NEW
Shares225
Change+225
Value$23.4K
Filed 2026-10-21
Friedenthal Financial
INCREASED
Shares213 from 204
Change+9 (+4%)
Value$22.2K (-$163)
Filed 2026-10-27
EPG Wealth Management LLC
INCREASED
Shares212 from 209
Change+3 (+1%)
Value$22.1K (-$752)
Filed 2026-11-03
Main Street Group, LTD
INCREASED
Shares211 from 209
Change+2 (+1%)
Value$22.0K (-$928)
Filed 2026-10-28
Frisco Financial Planning LLC
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$21.8K (-$1.1K)
Filed 2026-10-05
Brown, Lisle Ings, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$20.8K (-$1.1K)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
DECREASED
Shares199 from 2,377
Change-2,178 (-92%)
Value$20.8K (-$239.4K)
Filed 2026-11-04
Murphy & Mullick Capital Management Corp
INCREASED
Shares190 from 186
Change+4 (+2%)
Value$19.4K (-$993)
Filed 2026-11-02
Piscataqua Savings Bank
UNCHANGED
Shares184 from 184
Change0 (0%)
Value$19.1K (-$991)
Filed 2026-10-21
SYM Financial Corp
INCREASED
Shares172 from 154
Change+18 (+12%)
Value$17.9K (+$1.0K)
Filed 2026-10-26
Edgemoor Investment Advisors, Inc.
NEW
Shares160
Change+160
Value$16.6K
Filed 2026-11-03
Bangor Savings Bank
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$16.0K (-$830)
Filed 2026-10-06
Moisand Fitzgerald Tamayo, LLC
UNCHANGED
Shares151 from 151
Change0 (0%)
Value$15.7K (-$813)
Filed 2026-10-15
Tsfg, LLC
UNCHANGED
Shares146 from 146
Change0 (0%)
Value$15 (-$16.0K)
Filed 2026-10-23
DecisionPoint Financial, LLC
UNCHANGED
Shares144 from 144
Change0 (0%)
Value$15.0K (-$556)
Filed 2026-10-27
Strategic Advocates LLC
UNCHANGED
Shares143 from 143
Change0 (0%)
Value$14.9K (-$770)
Filed 2026-11-03
Bare Financial Services, Inc
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$14.6K (-$754)
Filed 2026-11-04
Tompkins Financial Corp
UNCHANGED
Shares128 from 128
Change0 (0%)
Value$13.3K (-$690)
Filed 2026-10-05
Mcdonald Partners LLC
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$12.5K (-$647)
Filed 2026-11-03
Toth Financial Advisory Corp
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$11.8K (-$609)
Filed 2026-10-08
NBT Bank, N.A.
UNCHANGED
Shares109 from 109
Change0 (0%)
Value$11.3K (-$588)
Filed 2026-10-21
Independence Bank of Kentucky
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$10.4K (-$539)
Filed 2026-10-26
MTM Investment Management, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$10.4K (-$539)
Filed 2026-10-30
Concord Wealth Partners
INCREASED
Shares95 from 93
Change+2 (+2%)
Value$9.9K (-$337)
Filed 2026-11-02
Financial Perspectives, Inc
INCREASED
Shares87 from 86
Change+1 (+1%)
Value$9.1K (-$309)
Filed 2026-11-03
Olistico Wealth, LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$7.8K (-$404)
Filed 2026-10-05
Abound Wealth Management
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$7.7K (-$399)
Filed 2026-10-26
Montag A & Associates Inc
NEW
Shares68
Change+68
Value$7.1K
Filed 2026-10-29
Costello Asset Management, Inc
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$6.9K (-$355)
Filed 2026-10-30
Farmers & Merchants Investments Inc
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$6.8K (-$350)
Filed 2026-10-22
Asset Dedication, LLC
NEW
Shares62
Change+62
Value$6.5K
Filed 2026-11-03
Provident Wealth Management, LLC
DECREASED
Shares60 from 120
Change-60 (-50%)
Value$6.2K (-$6.9K)
Filed 2026-10-20
Silver Grove Financial Group, Inc.
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$6.1K (-$319)
Filed 2026-11-05
Cedar Mountain Advisors, LLC
INCREASED
Shares58 from 57
Change+1 (+2%)
Value$6.0K (-$206)
Filed 2026-10-15
Towne Trust Company, N.a
NEW
Shares54
Change+54
Value$5.6K
Filed 2026-10-28
Cassaday & Co Wealth Management LLC
NEW
Shares53
Change+53
Value$5.5K
Filed 2026-10-27
Loring Wolcott & Coolidge Fiduciary Advisors LLP
NEW
Shares50
Change+50
Value$5.2K
Filed 2026-10-23
Trust Co
NEW
Shares47
Change+47
Value$4.9K
Filed 2026-10-09
1620 Investment Advisors, Inc.
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$4.7K (-$242)
Filed 2026-11-04
USA Financial Formulas
NEW
Shares36
Change+36
Value$3.7K
Filed 2026-10-16
Wolff Wiese Magana LLC
NEW
Shares34
Change+34
Value$3.5K
Filed 2026-10-15
Granite Investment Partners, LLC
DECREASED
Shares34 from 68
Change-34 (-50%)
Value$3.5K (-$3.9K)
Filed 2026-11-04
United Community Bank
NEW
Shares33
Change+33
Value$3.4K
Filed 2026-10-28
Compass Financial Management LLC
INCREASED
Shares32 from 31
Change+1 (+3%)
Value$3.3K (-$63)
Filed 2026-10-30
Rakuten Securities, Inc.
INCREASED
Shares31 from 21
Change+10 (+48%)
Value$3.2K (+$927)
Filed 2026-11-02
Investors Research Corp
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$2.9K (-$151)
Filed 2026-10-07
Legacy Bridge, LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$2.9K (-$151)
Filed 2026-10-28
Nemes Rush Group LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$2.3K (-$79)
Filed 2026-11-04
Davis Capital Management
NEW
Shares20
Change+20
Value$2.1K
Filed 2026-10-08
Wilkerson Advisory Group LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$2.0K (-$69)
Filed 2026-10-20
High Note Wealth, LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$1.8K (-$91)
Filed 2026-10-27
Ascentis Wealth Management, LLC
NEW
Shares16
Change+16
Value$1.7K
Filed 2026-11-03
Vermillion Wealth Management, Inc.
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.7K (-$86)
Filed 2026-10-26
Gamma Investing LLC
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$1.5K (-$75)
Filed 2026-10-08
Prudent Man Investment Management, Inc.
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$1.4K (-$76)
Filed 2026-11-03
Salomon & Ludwin, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.2K (-$50)
Filed 2026-10-29
Transce3nd, LLC
NEW
Shares11
Change+11
Value$1.2K
Filed 2026-10-26
Mainstream Capital Management LLC
NEW
Shares11
Change+11
Value$1.1K
Filed 2026-10-23
Harbor Investment Advisory, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.0K (-$54)
Filed 2026-10-13
PayPay Securities Corp
INCREASED
Shares9 from 7
Change+2 (+29%)
Value$936 (+$170)
Filed 2026-10-27
Retirement Wealth Solutions LLC
DECREASED
Shares9 from 10
Change-1 (-10%)
Value$925 (-$141)
Filed 2026-10-07
High Point Wealth Management, LLC
NEW
Shares7
Change+7
Value$728
Filed 2026-11-05
Realta Investment Advisors
DECREASED
Shares7 from 31
Change-24 (-77%)
Value$707 (-$2.7K)
Filed 2026-10-14
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$520 (-$27)
Filed 2026-10-23
Kingdom Financial Group Llc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$208 (-$11)
Filed 2026-11-04
UMB Private Wealth Management, LLC
NEW
Shares1
Change+1
Value$104
Filed 2026-10-19
Valley Wealth Managers, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$93 (-$5)
Filed 2026-10-09
Baldwin Wealth Partners LLC
CLOSED
Shares0 from 397,604
Change-397,604 (-100%)
Value$0 (-$43.5M)
Filed 2026-10-13
Portfolio Design Labs, LLC
CLOSED
Shares0 from 173,273
Change-173,273 (-100%)
Value$0 (-$19.0M)
Filed 2026-11-04
MacKenzie Financial Corp
CLOSED
Shares0 from 74,600
Change-74,600 (-100%)
Value$0 (-$8.2M)
Filed 2026-11-02
Legacy Wealth Partners, LLC
CLOSED
Shares0 from 29,907
Change-29,907 (-100%)
Value$0 (-$3.3M)
Filed 2026-10-15
CPA Asset Management Group, LLC
CLOSED
Shares0 from 14,657
Change-14,657 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-26
Florin Court Capital LLP
CLOSED
Shares0 from 8,000
Change-8,000 (-100%)
Value$0 (-$875.4K)
Filed 2026-11-02
TritonPoint Partners, LLC
CLOSED
Shares0 from 7,967
Change-7,967 (-100%)
Value$0 (-$871.8K)
Filed 2026-11-05
Compagnie Lombard Odier SCmA
CLOSED
Shares0 from 7,230
Change-7,230 (-100%)
Value$0 (-$791.2K)
Filed 2026-11-04
Wellington Shields & Co., LLC
CLOSED
Shares0 from 7,067
Change-7,067 (-100%)
Value$0 (-$773.3K)
Filed 2026-11-03
Garde Capital, Inc.
CLOSED
Shares0 from 6,715
Change-6,715 (-100%)
Value$0 (-$734.8K)
Filed 2026-10-29
Activest Wealth Management
CLOSED
Shares0 from 6,562
Change-6,562 (-100%)
Value$0 (-$718.1K)
Filed 2026-10-15
Jeppson Wealth Management, LLC
CLOSED
Shares0 from 4,602
Change-4,602 (-100%)
Value$0 (-$503.6K)
Filed 2026-10-20
Wespac Advisors, LLC
CLOSED
Shares0 from 3,681
Change-3,681 (-100%)
Value$0 (-$402.8K)
Filed 2026-10-26
GC Wealth Management RIA, LLC
CLOSED
Shares0 from 3,509
Change-3,509 (-100%)
Value$0 (-$384.0K)
Filed 2026-11-02
W.H. Cornerstone Investments Inc.
CLOSED
Shares0 from 3,049
Change-3,049 (-100%)
Value$0 (-$333.6K)
Filed 2026-11-03
Simplicity Wealth,LLC
CLOSED
Shares0 from 2,839
Change-2,839 (-100%)
Value$0 (-$310.7K)
Filed 2026-10-23
KPP Advisory Services LLC
CLOSED
Shares0 from 2,604
Change-2,604 (-100%)
Value$0 (-$285.0K)
Filed 2026-10-26
Foundation Wealth Management, Llc\pa
CLOSED
Shares0 from 2,472
Change-2,472 (-100%)
Value$0 (-$270.5K)
Filed 2026-10-14
Cyndeo Wealth Partners, LLC
CLOSED
Shares0 from 2,464
Change-2,464 (-100%)
Value$0 (-$269.6K)
Filed 2026-10-16
Grey Ledge Advisors, LLC
CLOSED
Shares0 from 2,370
Change-2,370 (-100%)
Value$0 (-$259.3K)
Filed 2026-11-02
Stegent Equity Advisors, Inc.
CLOSED
Shares0 from 2,286
Change-2,286 (-100%)
Value$0 (-$250.2K)
Filed 2026-10-13
Ritholtz Wealth Management
CLOSED
Shares0 from 2,205
Change-2,205 (-100%)
Value$0 (-$241.3K)
Filed 2026-11-05
SAX Wealth Advisors, LLC
CLOSED
Shares0 from 2,172
Change-2,172 (-100%)
Value$0 (-$239.7K)
Filed 2026-10-13
TMB Capital Partners, LLC
CLOSED
Shares0 from 2,148
Change-2,148 (-100%)
Value$0 (-$235.1K)
Filed 2026-10-20
Triad Wealth Partners, LLC
CLOSED
Shares0 from 2,144
Change-2,144 (-100%)
Value$0 (-$229.1K)
Filed 2026-10-26
OpenArc Corporate Advisory, LLC
CLOSED
Shares0 from 2,040
Change-2,040 (-100%)
Value$0 (-$223.2K)
Filed 2026-10-21
Alliance Wealth Advisors, LLC
CLOSED
Shares0 from 1,983
Change-1,983 (-100%)
Value$0 (-$217.0K)
Filed 2026-10-28
Curran Financial Partners, LLC
CLOSED
Shares0 from 1,916
Change-1,916 (-100%)
Value$0 (-$209.6K)
Filed 2026-11-04
Rose Capital Advisors LLC
CLOSED
Shares0 from 1,878
Change-1,878 (-100%)
Value$0 (-$205.5K)
Filed 2026-11-04
Key Client Fiduciary Advisors, LLC
CLOSED
Shares0 from 1,870
Change-1,870 (-100%)
Value$0 (-$204.7K)
Filed 2026-10-19
Finward Bancorp
CLOSED
Shares0 from 1,856
Change-1,856 (-100%)
Value$0 (-$203.1K)
Filed 2026-10-14
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,361
Change-1,361 (-100%)
Value$0 (-$149.0K)
Filed 2026-10-15
Salem Investment Counselors Inc
CLOSED
Shares0 from 1,085
Change-1,085 (-100%)
Value$0 (-$118.7K)
Filed 2026-10-13
Cornerstone Planning Group LLC
CLOSED
Shares0 from 990
Change-990 (-100%)
Value$0 (-$106.7K)
Filed 2026-10-16
Founders Capital Management
CLOSED
Shares0 from 843
Change-843 (-100%)
Value$0 (-$92.2K)
Filed 2026-10-13
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 566
Change-566 (-100%)
Value$0 (-$61.9K)
Filed 2026-11-03
Stone House Investment Management, LLC
CLOSED
Shares0 from 451
Change-451 (-100%)
Value$0 (-$49.4K)
Filed 2026-10-23
LFA - Lugano Financial Advisors SA
CLOSED
Shares0 from 330
Change-330 (-100%)
Value$0 (-$36.1K)
Filed 2026-11-03
LifeSteps Financial, Inc.
CLOSED
Shares0 from 185
Change-185 (-100%)
Value$0 (-$20.2K)
Filed 2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$10.9K)
Filed 2026-10-14
Robinswood Financial LLC
CLOSED
Shares0 from 47
Change-47 (-100%)
Value$0 (-$5.2K)
Filed 2026-10-20
Burk Holdings LLC
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$3.8K)
Filed 2026-11-05
Hoese & Co LLP
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$2.0K)
Filed 2026-10-21
Signature Resources Capital Management, LLC
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$985)
Filed 2026-10-16
Avion Wealth
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 ($0)
Filed 2026-11-04
MJT & Associates Financial Advisory Group, Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$24)
Filed 2026-10-07
Central Pacific Bank - Trust Division
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$109)
Filed 2026-10-06
Mascoma Wealth Management LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$77)
Filed 2026-10-23
Bank of America Corp
N/A
Shares— from 24,691,874
Change-24,691,874 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,661,443
Change-4,661,443 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,396,041
Change-4,396,041 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,726,866
Change-2,726,866 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 2,200,713
Change-2,200,713 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,029,684
Change-2,029,684 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 1,939,392
Change-1,939,392 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,520,787
Change-1,520,787 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,510,026
Change-1,510,026 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,421,109
Change-1,421,109 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 1,401,739
Change-1,401,739 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,237,361
Change-1,237,361 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 1,132,337
Change-1,132,337 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 1,025,179
Change-1,025,179 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 993,101
Change-993,101 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 846,902
Change-846,902 (-100%)
Value—
Martin & Co Inc
N/A
Shares— from 656,155
Change-656,155 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 589,381
Change-589,381 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 574,221
Change-574,221 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 565,912
Change-565,912 (-100%)
Value—
Man Group plc
N/A
Shares— from 526,056
Change-526,056 (-100%)
Value—
FIL Ltd
N/A
Shares— from 516,747
Change-516,747 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 503,950
Change-503,950 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 499,201
Change-499,201 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 491,120
Change-491,120 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 483,505
Change-483,505 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 460,136
Change-460,136 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 450,056
Change-450,056 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 434,073
Change-434,073 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 422,751
Change-422,751 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 413,980
Change-413,980 (-100%)
Value—
DRW Securities, LLC
N/A
Shares— from 411,982
Change-411,982 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 393,812
Change-393,812 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 390,367
Change-390,367 (-100%)
Value—
Rock Creek Group LLC
N/A
Shares— from 382,595
Change-382,595 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 371,250
Change-371,250 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 365,000
Change-365,000 (-100%)
Value—
Passaic Partners LLC
N/A
Shares— from 349,260
Change-349,260 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 339,236
Change-339,236 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 310,445
Change-310,445 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 307,614
Change-307,614 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 266,800
Change-266,800 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 212,028
Change-212,028 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 204,045
Change-204,045 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 196,373
Change-196,373 (-100%)
Value—
Cambridge Associates LLC
N/A
Shares— from 184,819
Change-184,819 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 179,075
Change-179,075 (-100%)
Value—
CIM, LLC
N/A
Shares— from 170,872
Change-170,872 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 164,657
Change-164,657 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 162,984
Change-162,984 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 160,147
Change-160,147 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 156,227
Change-156,227 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 148,537
Change-148,537 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 145,041
Change-145,041 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 144,797
Change-144,797 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 140,410
Change-140,410 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 136,776
Change-136,776 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 133,756
Change-133,756 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 130,505
Change-130,505 (-100%)
Value—
Lutz Financial Services LLC
N/A
Shares— from 129,565
Change-129,565 (-100%)
Value—
Marino Management, LLC
N/A
Shares— from 126,194
Change-126,194 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 122,333
Change-122,333 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 114,549
Change-114,549 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 114,397
Change-114,397 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 110,001
Change-110,001 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 109,883
Change-109,883 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 107,949
Change-107,949 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 105,603
Change-105,603 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 102,172
Change-102,172 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 100,854
Change-100,854 (-100%)
Value—
Mustico Financial Group, Inc.
N/A
Shares— from 96,317
Change-96,317 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 96,263
Change-96,263 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 95,860
Change-95,860 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 90,093
Change-90,093 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 88,037
Change-88,037 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 87,400
Change-87,400 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 86,243
Change-86,243 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 84,313
Change-84,313 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 79,899
Change-79,899 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 77,591
Change-77,591 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 75,301
Change-75,301 (-100%)
Value—
Easterly Investment Partners LLC
N/A
Shares— from 73,080
Change-73,080 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 72,433
Change-72,433 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 71,821
Change-71,821 (-100%)
Value—
a16z Perennial Management, L.P.
N/A
Shares— from 69,075
Change-69,075 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 68,880
Change-68,880 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 65,861
Change-65,861 (-100%)
Value—
Chesapeake Capital Corp
N/A
Shares— from 64,919
Change-64,919 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 64,660
Change-64,660 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 63,334
Change-63,334 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 62,975
Change-62,975 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 62,544
Change-62,544 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 60,711
Change-60,711 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 58,511
Change-58,511 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 58,325
Change-58,325 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 58,305
Change-58,305 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 57,826
Change-57,826 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 57,274
Change-57,274 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 57,153
Change-57,153 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 56,668
Change-56,668 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 56,006
Change-56,006 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 53,913
Change-53,913 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 53,781
Change-53,781 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 53,660
Change-53,660 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 51,813
Change-51,813 (-100%)
Value—
Brightwater Advisory LLC
N/A
Shares— from 50,451
Change-50,451 (-100%)
Value—
Blair William & Co
N/A
Shares— from 48,793
Change-48,793 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 47,913
Change-47,913 (-100%)
Value—
Commerce Bank
N/A
Shares— from 46,682
Change-46,682 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 45,173
Change-45,173 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 45,040
Change-45,040 (-100%)
Value—
Crabel Capital Management, LLC
N/A
Shares— from 43,981
Change-43,981 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 42,133
Change-42,133 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 41,621
Change-41,621 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 41,621
Change-41,621 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 41,547
Change-41,547 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 41,282
Change-41,282 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 40,693
Change-40,693 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 39,446
Change-39,446 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 39,009
Change-39,009 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 38,959
Change-38,959 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 38,069
Change-38,069 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 37,800
Change-37,800 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 37,751
Change-37,751 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 37,512
Change-37,512 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 37,502
Change-37,502 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 37,367
Change-37,367 (-100%)
Value—
United Services Automobile Association
N/A
Shares— from 37,288
Change-37,288 (-100%)
Value—
Betterment LLC
N/A
Shares— from 37,056
Change-37,056 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 36,242
Change-36,242 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 35,761
Change-35,761 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 35,109
Change-35,109 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 34,866
Change-34,866 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 34,829
Change-34,829 (-100%)
Value—
Barclays PLC
N/A
Shares— from 34,714
Change-34,714 (-100%)
Value—
Viaable, LLC
N/A
Shares— from 34,678
Change-34,678 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 34,190
Change-34,190 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 33,568
Change-33,568 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 33,079
Change-33,079 (-100%)
Value—
Nwam LLC
N/A
Shares— from 33,015
Change-33,015 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 32,525
Change-32,525 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 31,861
Change-31,861 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 31,459
Change-31,459 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 31,052
Change-31,052 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 30,434
Change-30,434 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 29,614
Change-29,614 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 27,099
Change-27,099 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 26,907
Change-26,907 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 26,572
Change-26,572 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 26,205
Change-26,205 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 25,798
Change-25,798 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 25,274
Change-25,274 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 25,154
Change-25,154 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 23,934
Change-23,934 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 23,392
Change-23,392 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 22,647
Change-22,647 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 21,826
Change-21,826 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 21,667
Change-21,667 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 21,143
Change-21,143 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 21,084
Change-21,084 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 20,914
Change-20,914 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 20,869
Change-20,869 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 20,605
Change-20,605 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 20,524
Change-20,524 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 20,395
Change-20,395 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 20,035
Change-20,035 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 19,752
Change-19,752 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 19,335
Change-19,335 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 18,851
Change-18,851 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 18,776
Change-18,776 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 18,720
Change-18,720 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 18,645
Change-18,645 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 18,287
Change-18,287 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 18,065
Change-18,065 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 17,139
Change-17,139 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 16,861
Change-16,861 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 16,801
Change-16,801 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 16,679
Change-16,679 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 16,631
Change-16,631 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 16,483
Change-16,483 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 16,365
Change-16,365 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 16,269
Change-16,269 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 16,128
Change-16,128 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 15,922
Change-15,922 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 15,888
Change-15,888 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 15,572
Change-15,572 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 15,338
Change-15,338 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 15,180
Change-15,180 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 15,162
Change-15,162 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 14,961
Change-14,961 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 14,797
Change-14,797 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 14,489
Change-14,489 (-100%)
Value—
Darden Wealth Group Inc
N/A
Shares— from 14,188
Change-14,188 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 14,098
Change-14,098 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 14,063
Change-14,063 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 13,898
Change-13,898 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 13,843
Change-13,843 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 13,642
Change-13,642 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 13,610
Change-13,610 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 13,270
Change-13,270 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 13,065
Change-13,065 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 12,776
Change-12,776 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 12,455
Change-12,455 (-100%)
Value—
Gould Asset Management LLC
N/A
Shares— from 12,244
Change-12,244 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 12,207
Change-12,207 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 12,125
Change-12,125 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 11,925
Change-11,925 (-100%)
Value—
Prudential PLC
N/A
Shares— from 11,900
Change-11,900 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 11,495
Change-11,495 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 11,368
Change-11,368 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 11,340
Change-11,340 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 11,217
Change-11,217 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 11,076
Change-11,076 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 10,944
Change-10,944 (-100%)
Value—
Bank of Marin
N/A
Shares— from 10,792
Change-10,792 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 10,763
Change-10,763 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 10,676
Change-10,676 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 10,662
Change-10,662 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 10,586
Change-10,586 (-100%)
Value—
&partners
N/A
Shares— from 10,559
Change-10,559 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 10,228
Change-10,228 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 10,163
Change-10,163 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 9,981
Change-9,981 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 9,888
Change-9,888 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 9,865
Change-9,865 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 9,729
Change-9,729 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 9,410
Change-9,410 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 9,308
Change-9,308 (-100%)
Value—
Nest Investments, LLC
N/A
Shares— from 9,196
Change-9,196 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 9,101
Change-9,101 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 8,585
Change-8,585 (-100%)
Value—
Seldon Capital LP
N/A
Shares— from 8,515
Change-8,515 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 8,426
Change-8,426 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 8,415
Change-8,415 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 8,278
Change-8,278 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 8,180
Change-8,180 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 8,089
Change-8,089 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 8,087
Change-8,087 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 8,060
Change-8,060 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 7,782
Change-7,782 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 7,579
Change-7,579 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 7,515
Change-7,515 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 7,478
Change-7,478 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 7,336
Change-7,336 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 7,217
Change-7,217 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 7,193
Change-7,193 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 7,135
Change-7,135 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 6,940
Change-6,940 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 6,751
Change-6,751 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 6,732
Change-6,732 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 6,715
Change-6,715 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 6,598
Change-6,598 (-100%)
Value—
Turim 21 Investimentos Ltda.
N/A
Shares— from 6,570
Change-6,570 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 6,536
Change-6,536 (-100%)
Value—
Legacy PCG, LLC
N/A
Shares— from 6,535
Change-6,535 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 6,388
Change-6,388 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 6,312
Change-6,312 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 6,220
Change-6,220 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 6,095
Change-6,095 (-100%)
Value—
10Elms LLP
N/A
Shares— from 6,022
Change-6,022 (-100%)
Value—
Avos Capital Management, LLC
N/A
Shares— from 5,975
Change-5,975 (-100%)
Value—
Summitry LLC
N/A
Shares— from 5,805
Change-5,805 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 5,635
Change-5,635 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 5,603
Change-5,603 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 5,523
Change-5,523 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 5,482
Change-5,482 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 5,481
Change-5,481 (-100%)
Value—
Stephens Inc
N/A
Shares— from 5,473
Change-5,473 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 5,470
Change-5,470 (-100%)
Value—
American Trust
N/A
Shares— from 5,387
Change-5,387 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 5,316
Change-5,316 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 5,288
Change-5,288 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 5,226
Change-5,226 (-100%)
Value—
Baldwin Investment Management, LLC
N/A
Shares— from 5,200
Change-5,200 (-100%)
Value—
BCS Private Wealth Management, Inc.
N/A
Shares— from 5,070
Change-5,070 (-100%)
Value—
Rosenblum Silverman Sutton S F Inc
N/A
Shares— from 5,070
Change-5,070 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 5,069
Change-5,069 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 5,033
Change-5,033 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Private Harbour Investment Management & Counsel, LLC
N/A
Shares— from 4,855
Change-4,855 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 4,792
Change-4,792 (-100%)
Value—
Vestwell Advisors, LLC
N/A
Shares— from 4,775
Change-4,775 (-100%)
Value—
Zinnia Wealth Advisory, LLC
N/A
Shares— from 4,713
Change-4,713 (-100%)
Value—
EFG International AG
N/A
Shares— from 4,684
Change-4,684 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 4,639
Change-4,639 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 4,619
Change-4,619 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 4,512
Change-4,512 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 4,487
Change-4,487 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 4,388
Change-4,388 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 4,311
Change-4,311 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 4,272
Change-4,272 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 4,129
Change-4,129 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 4,119
Change-4,119 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 4,114
Change-4,114 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 4,103
Change-4,103 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 4,078
Change-4,078 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 4,075
Change-4,075 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 4,070
Change-4,070 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 4,056
Change-4,056 (-100%)
Value—
Dorsey Wright & Associates
N/A
Shares— from 4,015
Change-4,015 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 4,006
Change-4,006 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 3,953
Change-3,953 (-100%)
Value—
Meridian Management Co
N/A
Shares— from 3,937
Change-3,937 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 3,930
Change-3,930 (-100%)
Value—
EQ Wealth Advisors, LLC
N/A
Shares— from 3,887
Change-3,887 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 3,865
Change-3,865 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 3,847
Change-3,847 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 3,846
Change-3,846 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 3,836
Change-3,836 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 3,833
Change-3,833 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 3,796
Change-3,796 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 3,789
Change-3,789 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 3,774
Change-3,774 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 3,700
Change-3,700 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 3,687
Change-3,687 (-100%)
Value—
Personal CFO Solutions, LLC
N/A
Shares— from 3,644
Change-3,644 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 3,635
Change-3,635 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 3,622
Change-3,622 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 3,611
Change-3,611 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 3,521
Change-3,521 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 3,512
Change-3,512 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 3,494
Change-3,494 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 3,478
Change-3,478 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 3,460
Change-3,460 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 3,346
Change-3,346 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 3,340
Change-3,340 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 3,327
Change-3,327 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 3,310
Change-3,310 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 3,264
Change-3,264 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 3,255
Change-3,255 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 3,240
Change-3,240 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 3,154
Change-3,154 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 3,114
Change-3,114 (-100%)
Value—
Clear Investment Research, LLC
N/A
Shares— from 3,090
Change-3,090 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 3,046
Change-3,046 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 3,041
Change-3,041 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 3,025
Change-3,025 (-100%)
Value—
GHE, LLC
N/A
Shares— from 3,017
Change-3,017 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 3,011
Change-3,011 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 3,009
Change-3,009 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 2,941
Change-2,941 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 2,853
Change-2,853 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 2,834
Change-2,834 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 2,785
Change-2,785 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 2,770
Change-2,770 (-100%)
Value—
Alan B Lancz & Associates, Inc.
N/A
Shares— from 2,725
Change-2,725 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 2,707
Change-2,707 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 2,659
Change-2,659 (-100%)
Value—
Valued Retirements, Inc.
N/A
Shares— from 2,639
Change-2,639 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 2,621
Change-2,621 (-100%)
Value—
Northstar Advisory Group, LLC
N/A
Shares— from 2,594
Change-2,594 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 2,572
Change-2,572 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 2,550
Change-2,550 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 2,475
Change-2,475 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 2,468
Change-2,468 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 2,450
Change-2,450 (-100%)
Value—
American Wealth Advisors, LLC
N/A
Shares— from 2,418
Change-2,418 (-100%)
Value—
Stonehage Fleming Financial Services Holdings Ltd
N/A
Shares— from 2,405
Change-2,405 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 2,386
Change-2,386 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,350
Change-2,350 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 2,348
Change-2,348 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 2,321
Change-2,321 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 2,321
Change-2,321 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 2,310
Change-2,310 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 2,310
Change-2,310 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 2,280
Change-2,280 (-100%)
Value—
Rodgers Brothers Inc.
N/A
Shares— from 2,243
Change-2,243 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 2,233
Change-2,233 (-100%)
Value—
JMN Financial LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 2,180
Change-2,180 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 2,164
Change-2,164 (-100%)
Value—
WJ Financial Advisors LLC
N/A
Shares— from 2,157
Change-2,157 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 2,095
Change-2,095 (-100%)
Value—
Tribridge Partners Financial LLC
N/A
Shares— from 2,035
Change-2,035 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 2,030
Change-2,030 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 2,022
Change-2,022 (-100%)
Value—
Northstar Asset Management Inc
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 1,995
Change-1,995 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 1,995
Change-1,995 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 1,985
Change-1,985 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 1,971
Change-1,971 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 1,935
Change-1,935 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 1,933
Change-1,933 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
OFC Financial Planning, LLC
N/A
Shares— from 1,840
Change-1,840 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 1,840
Change-1,840 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1,830
Change-1,830 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 1,805
Change-1,805 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 1,774
Change-1,774 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,651
Change-1,651 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,483
Change-1,483 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,319
Change-1,319 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 1,272
Change-1,272 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 1,131
Change-1,131 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 1,127
Change-1,127 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 982
Change-982 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 934
Change-934 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 875
Change-875 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 866
Change-866 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 853
Change-853 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 803
Change-803 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 764
Change-764 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 740
Change-740 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 737
Change-737 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 719
Change-719 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 710
Change-710 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 694
Change-694 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 652
Change-652 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 643
Change-643 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 631
Change-631 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 630
Change-630 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 610
Change-610 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 577
Change-577 (-100%)
Value—
Quarry LP
N/A
Shares— from 560
Change-560 (-100%)
Value—
Pinney & Scofield, Inc.
N/A
Shares— from 553
Change-553 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 545
Change-545 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 520
Change-520 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 519
Change-519 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 491
Change-491 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 483
Change-483 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 475
Change-475 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 459
Change-459 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 405
Change-405 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 385
Change-385 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 377
Change-377 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 358
Change-358 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 356
Change-356 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 331
Change-331 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 287
Change-287 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 285
Change-285 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 260
Change-260 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 230
Change-230 (-100%)
Value—
Burnham & Co LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 185
Change-185 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 181
Change-181 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 142
Change-142 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 140
Change-140 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 137
Change-137 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 136
Change-136 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 132
Change-132 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 131
Change-131 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 103
Change-103 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 100
Change-100 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
CNB Bank
N/A
Shares— from 90
Change-90 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 87
Change-87 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 60
Change-60 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 59
Change-59 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 51
Change-51 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 46
Change-46 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 42
Change-42 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 29
Change-29 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 27
Change-27 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 26
Change-26 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 25
Change-25 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Kiker Wealth Management, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 9
Change-9 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 8
Change-8 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 6
Change-6 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 0
Change0
Value—
Status
Mather Group, Llc.
INCREASED2,308,3741,782,672+525,702+29%$195.1M$240.2M+$45.1M2026-10-14
Pictet Asset Management Holding SA
INCREASED1,732,000744,300+987,700+133%$81.8M$180.2M+$98.4M2026-11-03
Assetmark, Inc
DECREASED1,052,8751,065,087-12,212-1%$116.6M$109.5M-$7.0M2026-10-21
Keybank National Association
INCREASED636,428623,697+12,731+2%$68.3M$66.2M-$2.0M2026-11-04
WealthNavi Inc.
DECREASED605,921627,817-21,896-3%$68.7M$63.0K-$68.6M2026-10-27
Viewpoint Investment Partners Corp
INCREASED597,700471,660+126,040+27%$51.6M$56.6M+$4.9M2026-10-26
Bank of New York Mellon Corp
INCREASED499,852496,917+2,935+1%$54.4M$52.0M-$2.4M2026-11-05
TD Waterhouse Canada Inc.
INCREASED445,208425,671+19,537+5%$46.1M$46.5M+$424.0K2026-10-16
Kwmg, LLC
INCREASED335,041309,777+25,264+8%$33.9M$34.9M+$958.8K2026-10-07
Arbor Investment Advisors, LLC
DECREASED330,043331,302-1,2590%$36.3M$34.3M-$1.9M2026-10-26
3Edge Asset Management, LP
INCREASED329,616284,273+45,343+16%$31.1M$34.3M+$3.2M2026-10-30
Prime Capital Investment Advisors, LLC
DECREASED267,427272,602-5,175-2%$29.8M$27.8M-$2.0M2026-10-20
Mader & Shannon Wealth Management, Inc.
NEW262,859—+262,859——$27.3M—2026-11-02
Independence Financial Advisors, LLC
INCREASED205,008192,148+12,860+7%$21.0M$21.3M+$302.3K2026-10-08
Commonwealth Equity Services, LLC
DECREASED199,782284,398-84,616-30%$31.1M$20.8M-$10.3M2026-11-02
Heartwood Wealth Advisors LLC
INCREASED187,329183,204+4,125+2%$20.0M$19.5M-$558.3K2026-10-05
Cypress Capital, LLC
INCREASED185,046161,373+23,673+15%$17.7M$19.3M+$1.6M2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED183,993437,155-253,162-58%$47.8M$19.1K-$47.8M2026-11-02
Country Trust Bank
INCREASED183,080170,453+12,627+7%$18.7M$19.0M+$395.0K2026-10-30
Vertex Investment Solutions Co., Ltd.
DECREASED178,800208,600-29,800-14%$22.9M$18.6M-$4.3M2026-10-19
Ted Buchan & Co
INCREASED150,645148,331+2,314+2%$16.2M$15.7M-$558.8K2026-10-23
Verger Capital Management LLC
INCREASED143,874124,105+19,769+16%$13.6M$15.0M+$1.4M2026-10-22
RTD Financial Advisors, Inc.
INCREASED143,239142,418+821+1%$15.6M$14.9M-$682.2K2026-10-09
Wealth Enhancement Advisory Services, LLC
INCREASED136,428125,203+11,225+9%$12.5M$13.2M+$762.4K2026-10-13
Mirae Asset Global Investments Co., Ltd.
INCREASED134,990122,109+12,881+11%$13.4M$14.0M+$682.0K2026-11-03
Ocean Park Asset Management, LLC
DECREASED134,800189,100-54,300-29%$20.7M$14.0M-$6.7M2026-10-21
BlueSky Wealth Advisors, LLC
INCREASED130,121102,546+27,575+27%$11.2M$13.5M+$2.3M2026-10-29
Dorval Corp
INCREASED124,128119,218+4,910+4%$13.0M$12.9M-$131.7K2026-10-29
Hillcrest Wealth Advisors - NY, LLC
INCREASED121,49591,445+30,050+33%$10.0M$12.6M+$2.6M2026-10-22
Fischer Financial Services, Inc.
INCREASED116,509113,620+2,889+3%$12.4M$12.1M-$311.8K2026-10-30
Truist Financial Corp
INCREASED116,390116,231+159+0%$12.7M$12.1M-$609.9K2026-10-30
Valen Private Capital, LLC
NEW111,885—+111,885——$11.6M—2026-10-23
Creative Planning
DECREASED104,250112,097-7,847-7%$12.3M$10.8M-$1.4M2026-11-02
White Pine Investment Co
INCREASED104,18599,847+4,338+4%$10.9M$10.8K-$10.9M2026-10-15
Bokf, NA
DECREASED102,986103,814-828-1%$11.4M$10.7M-$645.7K2026-10-27
Farther Finance Advisors, LLC
INCREASED102,46385,285+17,178+20%$9.3M$10.7M+$1.3M2026-10-08
Arkansas Financial Group, Inc.
DECREASED101,682105,166-3,484-3%$11.5M$10.6M-$929.4K2026-10-26
Stablepoint Partners, LLC
INCREASED101,07088,501+12,569+14%$9.7M$10.5M+$830.6K2026-11-03
Parkway Wealth Management Group, LLC
DECREASED93,758106,727-12,969-12%$11.7M$9.8M-$1.9M2026-10-20
Atria Investments, Inc
INCREASED85,46675,722+9,744+13%$8.3M$8.9M+$605.7K2026-10-15
TME Financial, Inc.
INCREASED83,73880,814+2,924+4%$8.8M$8.7M-$131.4K2026-10-14
Camden National Bank
DECREASED81,21183,138-1,927-2%$9.1M$8.4M-$648.6K2026-11-02
Kestra Advisory Services, LLC
INCREASED79,59257,325+22,267+39%$6.3M$8.3M+$2.0M2026-11-02
Slow Capital, Inc.
DECREASED78,86980,469-1,600-2%$8.8M$8.2M-$600.2K2026-10-23
Garner Asset Management Corp
INCREASED73,88747,109+26,778+57%$5.4M$7.9M+$2.5M2026-10-30
Sterling Investment Advisors LLC
INCREASED69,49165,888+3,603+5%$7.2M$7.2M+$19.7K2026-10-27
Citigroup Inc
INCREASED68,51160,052+8,459+14%$6.6M$7.1M+$556.3K2026-11-04
Courier Capital LLC
INCREASED66,80310,344+56,459+546%$1.1M$7.0M+$5.8M2026-10-19
Ameraudi Asset Management, Inc.
INCREASED66,12059,379+6,741+11%$6.5M$6.9M+$381.3K2026-11-05
Leuthold Group, LLC
DECREASED65,75266,153-401-1%$7.2M$6.8M-$398.3K2026-11-04
Fairvoy Private Wealth, LLC
DECREASED65,73867,751-2,013-3%$7.4M$6.8M-$574.5K2026-10-19
Frontier Asset Management, LLC
DECREASED65,54366,803-1,260-2%$7.3M$6.8M-$491.2K2026-10-28
Avior Wealth Management, LLC
DECREASED65,064107,524-42,460-39%$11.8M$6.8M-$5.0M2026-10-13
Sound Stewardship, LLC
INCREASED64,89760,763+4,134+7%$6.6M$6.8M+$102.6K2026-10-14
Mosley Wealth Management
INCREASED62,15356,169+5,984+11%$6.1M$6.5M+$397.6K2026-10-16
Charles Schwab Trust Co
DECREASED62,08264,578-2,496-4%$7.1M$6.5M-$607.8K2026-10-15
Deane Retirement Strategies, Inc.
INCREASED62,077552+61,525+11146%$60.4K$6.4M+$6.4M2026-10-09
Horizons Wealth Management
NEW59,100—+59,100——$6.1M—2026-10-05
RCS Financial Planning, LLC
NEW57,419—+57,419——$6.0M—2026-10-14
Curbstone Financial Management Corp
INCREASED56,66454,088+2,576+5%$5.9M$5.9M-$23.5K2026-10-21
Independent Financial Group, LLC
INCREASED55,33454,414+920+2%$6.0M$5.8M-$197.5K2026-10-13
Patten Group, Inc.
DECREASED52,20056,271-4,071-7%$6.2M$5.4M-$726.8K2026-10-26
Chicago Partners Investment Group LLC
INCREASED52,02247,845+4,177+9%$5.1M$5.5M+$384.0K2026-10-27
Welch & Forbes LLC
INCREASED51,42050,316+1,104+2%$5.5M$5.3M-$156.3K2026-11-04
Lodestar Private Asset Management LLC
DECREASED49,58160,004-10,423-17%$6.6M$5.2M-$1.4M2026-10-26
Lido Advisors, LLC
DECREASED49,093183,104-134,011-73%$20.0M$5.1M-$14.9M2026-11-04
D.A. Davidson & Co.
INCREASED49,08043,526+5,554+13%$4.8M$5.1M+$343.2K2026-10-28
Axos Invest Inc.
DECREASED48,37749,737-1,360-3%$5.4M$5.0M-$409.5K2026-10-21
Stephenson & Company, Inc.
INCREASED48,09644,915+3,181+7%$4.9M$5.0M+$88.9K2026-10-30
Parallel Advisors, LLC
DECREASED47,39950,675-3,276-6%$5.5M$4.9M-$614.0K2026-11-03
Insight Wealth Partners, LLC
INCREASED47,19744,849+2,348+5%$4.9M$4.9M+$2.6K2026-10-26
Fermata Advisors, LLC
INCREASED46,77245,259+1,513+3%$5.0M$4.9M-$86.5K2026-10-13
Wealth Forward, LLC
DECREASED43,62593,666-50,041-53%$10.2M$4.5M-$5.7M2026-10-14
IFP Advisors, Inc
INCREASED43,36436,649+6,715+18%$4.0M$4.5M+$501.1K2026-10-16
CoreCap Advisors, LLC
DECREASED43,16651,385-8,219-16%$5.6M$4.5M-$1.1M2026-10-08
Evergreen Capital Management LLC
INCREASED41,99541,074+921+2%$4.5M$4.4M-$125.5K2026-10-23
Madson Wealth Advisors Inc
DECREASED40,93641,552-616-1%$4.5M$4.3M-$288.0K2026-10-13
Fifth Third Bancorp
DECREASED40,52449,667-9,143-18%$5.4M$4.2M-$1.2M2026-11-05
MassMutual Private Wealth & Trust, FSB
INCREASED40,26139,816+445+1%$4.4M$4.2M-$168.3K2026-10-05
Texas Bank & Trust Co
DECREASED39,39240,962-1,570-4%$4.5M$4.1M-$384.1K2026-11-04
Rubicon Advisors, GP
INCREASED38,77234,958+3,814+11%$3.8M$4.0M+$208.4K2026-10-23
First Horizon Corp
INCREASED37,95634,558+3,398+10%$3.8M$3.9M+$167.3K2026-10-26
J.W. Cole Advisors, Inc.
DECREASED37,39943,245-5,846-14%$4.7M$3.9M-$841.4K2026-11-05
Samalin Investment Counsel, LLC
INCREASED37,04131,790+5,251+17%$3.5M$3.9M+$374.9K2026-10-23
Fifth Third Securities, Inc.
INCREASED36,0486,091+29,957+492%$666.5K$3.8M+$3.1M2026-10-21
MGO One Seven LLC
DECREASED35,18636,968-1,782-5%$4.0M$3.7M-$384.6K2026-10-28
Robertson Stephens Wealth Management, LLC
INCREASED35,15025,308+9,842+39%$2.8M$3.7M+$887.5K2026-10-16
Slocum, Gordon & Co LLP
DECREASED34,77242,332-7,560-18%$4.6M$3.6M-$1.0M2026-10-19
Sigma Planning Corp
INCREASED34,26633,457+809+2%$3.7M$3.6M-$96.2K2026-10-23
Wespac Advisors SoCal, LLC
DECREASED33,78044,421-10,641-24%$4.9M$3.5M-$1.3M2026-10-13
Financial & Tax Architects, LLC
INCREASED33,76133,111+650+2%$3.6M$3.5M-$110.9K2026-10-15
Modera Wealth Management, LLC
DECREASED33,23733,428-191-1%$3.7M$3.5M-$200.0K2026-10-28
Financial Architects, LLC
NEW32,090—+32,090——$3.3M—2026-10-13
Kestra Private Wealth Services, LLC
INCREASED30,75417,029+13,725+81%$1.9M$3.2M+$1.3M2026-10-30
Sage Financial Group Inc
INCREASED29,25728,375+882+3%$3.1M$3.0M-$61.2K2026-10-27
SigFig Wealth Management, LLC
DECREASED28,91929,512-593-2%$3.2M$3.0M-$234.6K2026-10-07
AMG National Trust Bank
DECREASED27,78628,003-217-1%$3.1M$2.9M-$173.5K2026-11-05
Ellis Investment Partners, LLC
INCREASED27,69616,222+11,474+71%$1.8M$2.9M+$1.1M2026-10-21
Sigma Investment Counselors Inc
INCREASED27,14725,452+1,695+7%$2.8M$2.8M+$39.2K2026-10-27
US Bancorp \de\
DECREASED27,12129,420-2,299-8%$3.2M$2.8M-$397.9K2026-11-05
PKS Advisory Services, LLC
UNCHANGED25,46025,46000%$2.8M$2.8M$02026-10-26
Greenspring Advisors, LLC
DECREASED25,31532,430-7,115-22%$3.5M$2.6M-$915.1K2026-11-05
Climber Capital SA
INCREASED24,80024,167+633+3%$2.6M$2.4M-$191.6K2026-10-20
Tandemgrowth Financial Advisors LLC
UNCHANGED24,63824,63800%$2.7M$2.6M-$132.8K2026-11-05
Fairway Wealth LLC
INCREASED24,16017,205+6,955+40%$1.9M$2.5M+$630.6K2026-10-30
Lifetime Wealth Management P.C.
DECREASED24,12825,363-1,235-5%$2.8M$2.5M-$265.3K2026-10-29
Valpey Financial Services, LLC
INCREASED23,81122,890+921+4%$2.5M$2.5M-$27.5K2026-10-30
CFS Investment Advisory Services, LLC
INCREASED23,38822,735+653+3%$2.5M$2.4M-$26.3K2026-10-19
Allstreet Capital Advisors LLC
DECREASED23,22723,780-553-2%$2.6M$2.4M-$185.7K2026-11-04
Cannon Financial Strategists, Inc.
DECREASED23,16025,506-2,346-9%$2.8M$2.4M-$381.5K2026-10-19
James Investment Research, Inc.
DECREASED22,92722,961-340%$2.5M$2.4M-$127.3K2026-10-22
Northside Capital Management, LLC
NEW22,328—+22,328——$2.3M—2026-10-13
Chemistry Wealth Management LLC
DECREASED22,17622,266-900%$2.4M$2.3M-$129.4K2026-10-16
Fund Evaluation Group, LLC
INCREASED22,01121,902+109+1%$2.4M$2.3M-$106.7K2026-11-05
Peak Financial Management, Inc.
INCREASED21,73221,410+322+2%$2.3M$2.3M-$81.8K2026-10-16
Scratch Capital LLC
UNCHANGED21,50421,50400%$2.4M$2.2M-$115.9K2026-11-02
Advisory Solutions Group, LLC
DECREASED21,26921,462-193-1%$2.3M$2.2M-$135.8K2026-10-14
Forteris Wealth Management Inc.
INCREASED21,22620,581+645+3%$2.3M$2.2M-$43.8K2026-10-13
Whalen Wealth Management Inc.
INCREASED21,11918,353+2,766+15%$2.0M$2.2M+$188.8K2026-10-08
Golden Bell Financial Planning LLC
DECREASED20,82721,299-472-2%$2.3M$2.2M-$163.9K2026-11-02
Lyell Wealth Management, LP
DECREASED20,64221,416-774-4%$2.3M$2.1M-$196.0K2026-10-30
Elevation Point Wealth Partners, LLC
DECREASED20,57423,285-2,711-12%$2.5M$2.1M-$407.6K2026-11-05
Concurrent Investment Advisors, LLC
INCREASED20,3066,352+13,954+220%$695.1K$2.1M+$1.4M2026-10-16
Riggs Asset Managment Co. Inc.
INCREASED20,22619,800+426+2%$2.2M$2.1M-$62.4K2026-11-05
Archvest Wealth Advisors, Inc.
INCREASED20,18119,845+336+2%$2.2M$2.1M-$72.0K2026-10-29
Ascent Wealth Partners, LLC
INCREASED19,82017,183+2,637+15%$1.9M$2.1M+$181.7K2026-10-23
Grey Fox Wealth Advisors, LLC
INCREASED19,5969,923+9,673+97%$1.1M$2.0M+$952.8K2026-11-03
Ti-Trust, Inc
INCREASED19,53518,784+751+4%$2.1M$2.0M-$23.1K2026-10-21
RCW Management, LLC
INCREASED19,52919,340+189+1%$2.1M$2.0M-$84.6K2026-10-30
Townsend Financial Planning, LLC
DECREASED19,14219,472-330-2%$2.1M$2.0M-$139.3K2026-11-02
Gibraltar Capital Management, Inc.
DECREASED19,03120,306-1,275-6%$2.2M$2.0M-$242.1K2026-10-27
True Blue Financial, LLC
DECREASED18,88419,351-467-2%$2.1M$2.0M-$152.9K2026-10-15
Bull Street Advisors, LLC
DECREASED18,36818,713-345-2%$2.0M$1.9K-$2.0M2026-10-20
Blue Fin Capital, Inc.
INCREASED17,57315,714+1,859+12%$1.7M$1.8M+$108.7K2026-10-28
Westside Investment Management, Inc.
INCREASED17,4427,869+9,573+122%$861.2K$1.8M+$953.6K2026-11-02
Vontobel Holding Ltd.
UNCHANGED17,17917,17900%$1.9M$1.8M-$92.6K2026-10-16
Brookstone Capital Management
INCREASED17,09216,802+290+2%$1.8M$1.8M-$60.4K2026-10-22
Archford Capital Strategies, LLC
INCREASED17,08216,829+253+2%$1.8M$1.8M-$64.4K2026-10-19
Upper Left Wealth Management, LLC
INCREASED16,9745,824+11,150+191%$637.3K$1.8M+$1.1M2026-10-14
First National Trust Co
INCREASED16,90014,360+2,540+18%$1.6M$1.8M+$186.9K2026-10-28
Phillips Financial Management, LLC
DECREASED16,80018,252-1,452-8%$2.0M$1.7M-$249.4K2026-10-19
Simon Quick Advisors, LLC
DECREASED16,57917,868-1,289-7%$2.0M$1.7M-$230.4K2026-10-26
Procyon Advisors, LLC
DECREASED16,16217,660-1,498-8%$1.9M$1.7M-$251.1K2026-10-21
Soltis Investment Advisors LLC
INCREASED16,1588,291+7,867+95%$907.3K$1.7M+$773.8K2026-10-28
Leading Edge Financial Planning LLC
NEW16,100—+16,100——$1.7M—2026-10-23
Adirondack Trust Co
DECREASED16,01138,511-22,500-58%$4.2M$1.7M-$2.5M2026-10-14
Oppenheimer & Co Inc
INCREASED15,97014,850+1,120+8%$1.6M$1.7M+$36.5K2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED15,91415,578+336+2%$1.7M$1.7M-$49.0K2026-11-03
Prosperity Planning, Inc.
INCREASED15,50815,367+141+1%$1.7M$1.6M-$68.2K2026-10-09
Perigon Wealth Management, LLC
DECREASED15,31417,604-2,290-13%$1.9M$1.6M-$333.2K2026-10-22
Parkside Financial Bank & Trust
INCREASED15,21712,561+2,656+21%$1.4M$1.6M+$208.6K2026-10-27
Spring Capital Management, LLC
INCREASED15,18914,932+257+2%$1.6M$1.6M-$53.8K2026-10-09
Naples Global Advisors, LLC
INCREASED15,09511,350+3,745+33%$1.2M$1.6M+$328.5K2026-11-05
Carnegie Investment Counsel
NEW15,028—+15,028——$1.6M—2026-10-20
Ascentis Independent Advisors
NEW14,683—+14,683——$1.5M—2026-11-03
Pflug Koory, LLC
INCREASED14,67814,675+3+0%$1.6M$1.5M-$78.8K2026-10-26
Integrated Advisors Network LLC
DECREASED14,58815,755-1,167-7%$1.7M$1.5M-$206.4K2026-10-20
Sage Capital Advisors,llc
DECREASED14,53826,121-11,583-44%$2.9M$1.5M-$1.3M2026-10-13
Milestones Private Investment Advisors LLC
INCREASED14,52213,462+1,060+8%$1.5M$1.5M+$37.7K2026-10-19
Patton Albertson Miller Group, LLC
UNCHANGED14,04214,04200%$1.5M$1.5M-$75.7K2026-10-26
Brighton Jones LLC
INCREASED13,86913,650+219+2%$1.5M$1.4M-$50.7K2026-11-03
Calder Financial LLC
DECREASED13,80214,795-993-7%$1.6M$1.4M-$183.0K2026-10-13
William Howard & Co Financial Advisors Inc
INCREASED13,59813,542+56+0%$1.5M$1.4M-$67.2K2026-11-04
Flagstar Securities, Inc
INCREASED13,51110,951+2,560+23%$1.2M$1.4M+$207.2K2026-10-15
Park Avenue Securities LLC
INCREASED13,49912,165+1,334+11%$1.3M$1.4K-$1.3M2026-10-26
City State Bank
DECREASED13,30014,050-750-5%$1.5M$1.4M-$153.8K2026-10-20
Gerber Kawasaki Wealth & Investment Management
INCREASED13,02412,998+26+0%$1.4M$1.4M-$67.4K2026-10-29
Trust Co of Toledo NA
DECREASED12,90113,973-1,072-8%$1.5M$1.3M-$186.8K2026-10-16
Lynx Investment Advisory
INCREASED12,8959,329+3,566+38%$1.0M$1.3M+$320.8K2026-10-27
StoneX Group Inc.
NEW12,804—+12,804——$1.3M—2026-11-03
Private Trust Co NA
INCREASED12,6688,799+3,869+44%$962.9K$1.3M+$355.1K2026-10-20
E&G Advisors, LLC
DECREASED12,52212,783-261-2%$1.4M$1.3M-$95.2K2026-10-13
Capital Investment Advisors, LLC
DECREASED12,45214,029-1,577-11%$1.5M$1.3M-$239.7K2026-10-22
Sterling Financial Planning, Inc.
DECREASED12,21014,505-2,295-16%$1.6M$1.3M-$316.9K2026-10-28
B. Riley Wealth Advisors, Inc.
INCREASED12,1026,547+5,555+85%$719.6K$1.3M+$539.5K2026-10-13
Choreo, LLC
DECREASED12,09012,405-315-3%$1.4M$1.3M-$99.6K2026-10-28
Thrivent Financial for Lutherans
INCREASED11,8289,389+2,439+26%$1.0M$1.2M+$205.0K2026-11-05
Arrow Investment Advisors, LLC
UNCHANGED11,63111,63100%$1.3M$1.2M-$62.7K2026-11-02
First United Bank & Trust
INCREASED11,52010,852+668+6%$1.2M$1.2M+$11.0K2026-10-22
Arta Finance Wealth Management LLC
INCREASED11,51310,921+592+5%$1.2M$1.2M+$14.3K2026-10-28
International Private Wealth Advisors LLC
INCREASED11,3225,954+5,368+90%$651.5K$1.2M+$526.4K2026-11-05
TD Private Client Wealth LLC
INCREASED11,0149,825+1,189+12%$1.1M$1.1M+$70.7K2026-10-28
Washington Trust Co
DECREASED10,80412,389-1,585-13%$1.4M$1.1M-$231.7K2026-10-22
CWC Advisors, Llc.
DECREASED10,79511,240-445-4%$1.2M$1.1M-$106.9K2026-10-15
Unique Wealth Strategies, LLC
UNCHANGED10,70010,70000%$1.2M$1.2M$02026-10-13
Rudd Co d/b/a Styre Wealth
NEW10,640—+10,640——$1.1M—2026-10-29
Cranbrook Wealth Management, LLC
DECREASED10,38848,426-38,038-79%$5.3M$1.1M-$4.2M2026-10-28
McAdam, LLC
INCREASED10,3782,652+7,726+291%$290.2K$1.1M+$789.5K2026-10-21
SBI Securities Co., Ltd.
DECREASED10,37310,968-595-5%$1.2M$1.1M-$121.0K2026-10-22
Strategic Blueprint, LLC
NEW10,257—+10,257——$1.1M—2026-10-22
Arcataur Capital Management LLC
DECREASED10,23110,269-380%$1.1M$1.1M-$59.3K2026-10-21
Fortitude Family Office, LLC
DECREASED10,13021,057-10,927-52%$2.3M$1.1M-$1.3M2026-10-14
Partners Wealth Management, LLC
NEW9,881—+9,881——$1.0M—2026-10-28
Pekin Hardy Strauss, Inc.
INCREASED9,8593,421+6,438+188%$374.4K$1.0M+$651.4K2026-11-02
Koshinski Asset Management, Inc.
DECREASED9,85010,203-353-3%$1.1M$1.0M-$91.7K2026-10-29
Jacobi Capital Management LLC
DECREASED9,7059,728-230%$1.1M$1.0M-$54.9K2026-11-05
NorthCrest Asset Manangement, LLC
DECREASED9,6869,744-58-1%$1.1M$1.0M-$41.1K2026-10-13
BOS Asset Management, LLC
DECREASED9,6799,922-243-2%$1.1M$1.0M-$78.8K2026-10-09
Capstone Wealth Management Group, Inc.
DECREASED9,6119,660-49-1%$1.1M$999.9K-$57.2K2026-10-19
Kelleher Financial Advisors
DECREASED9,52014,440-4,920-34%$1.6M$990.5K-$589.7K2026-10-30
Wesbanco Bank Inc
DECREASED9,4009,693-293-3%$1.1M$978.0K-$82.7K2026-11-04
MMA Asset Management LLC
DECREASED9,38010,480-1,100-10%$1.1M$975.9K-$170.9K2026-11-02
Vise Technologies, Inc.
DECREASED9,22611,075-1,849-17%$1.2M$959.9K-$252.0K2026-10-29
Apella Capital, LLC
DECREASED9,1329,200-68-1%$995.1K$951.9K-$43.2K2026-10-08
Christensen, King & Associates Investment Services, Inc.
INCREASED9,0398,279+760+9%$906.0K$940.4K+$34.4K2026-10-22
Patriot Investment Management Group, Inc.
DECREASED8,9209,577-657-7%$1.0M$928.0K-$120.0K2026-10-15
Fell Capital Management
UNCHANGED8,9208,92000%$976.1K$928.0K-$48.1K2026-10-09
Axxcess Wealth Management, LLC
NEW8,864—+8,864——$922.3K—2026-10-21
Aviance Capital Partners, LLC
DECREASED8,79013,143-4,353-33%$1.4M$914.5K-$523.7K2026-10-29
Narus Financial Partners, LLC
INCREASED8,7856,520+2,265+35%$713.5K$914.0K+$200.5K2026-10-19
Rossby Financial, LCC
INCREASED8,7604,711+4,049+86%$525.7K$954.3K+$428.6K2026-11-05
Willow Creek Capital Management, Inc.
UNCHANGED8,7578,75700%$958.3K$958.3K$02026-10-16
Plan Group Financial, LLC
DECREASED8,6409,535-895-9%$1.0M$911.3K-$132.1K2026-10-22
Shayne & Jacobs, LLC
UNCHANGED8,6408,64000%$945.5K$898.9K-$46.6K2026-10-21
Portside Wealth Group, LLC
INCREASED8,6388,378+260+3%$916.8K$898.7K-$18.1K2026-10-20
Wealthcare Advisory Partners LLC
DECREASED8,62710,596-1,969-19%$1.2M$897.6K-$262.0K2026-10-21
Kelsey Financial, LLC
DECREASED8,5398,620-81-1%$943.3K$888.4K-$54.8K2026-10-28
Larson Financial Group LLC
DECREASED8,44212,289-3,847-31%$1.3M$878.3K-$466.5K2026-11-05
Sowell Financial Services LLC
INCREASED8,4388,431+7+0%$922.6K$877.9K-$44.7K2026-10-23
Pinnacle Associates LTD
DECREASED8,3618,440-79-1%$923.5K$869.9K-$53.6K2026-10-20
Smart Wealth LLC
DECREASED8,2608,860-600-7%$969.6K$859.4K-$110.2K2026-11-04
Palisade Asset Management, LLC
UNCHANGED8,1068,10600%$887.0K$843.3K-$43.7K2026-11-03
Sepio Capital, LP
DECREASED8,0139,671-1,658-17%$1.1M$833.7K-$224.6K2026-10-22
Waystone Advisors LLC
DECREASED7,9518,099-148-2%$886.3K$870.1K-$16.2K2026-10-16
Prospera Financial Services Inc
DECREASED7,8818,089-208-3%$886.0K$841.7K-$44.3K2026-11-04
James Hambro & Partners LLP
UNCHANGED7,8657,86500%$860.8K$818.3K-$42.5K2026-10-19
Daymark Wealth Partners, LLC
INCREASED7,8167,602+214+3%$831.9K$813.2K-$18.7K2026-11-04
Cullen T Bankers, Inc.
UNCHANGED7,6577,65700%$837.9K$796.6K-$41.3K2026-10-28
TFB Advisors LLC
INCREASED7,5087,385+123+2%$808.1K$781.1K-$27.0K2026-11-02
Flagship Harbor Advisors, LLC
DECREASED7,4597,939-480-6%$868.8K$776.0K-$92.8K2026-10-26
Horst & Graben Wealth Management LLC
NEW7,355—+7,355——$765.2K—2026-11-02
Eddie Patel Inc
INCREASED7,3293,928+3,401+87%$429.9K$762.5K+$332.6K2026-11-02
Chapin Davis, Inc.
DECREASED7,2557,385-130-2%$808.1K$754.8K-$53.3K2026-10-09
Founders Financial Securities LLC
DECREASED7,18011,808-4,628-39%$1.3M$747.0K-$545.2K2026-10-28
Signature Estate & Investment Advisors LLC
INCREASED7,1667,029+137+2%$769.2K$745.6K-$23.6K2026-10-13
RFG Advisory, LLC
DECREASED7,12612,899-5,773-45%$1.4M$741.3K-$670.1K2026-11-03
Banque Pictet & CIE SA
UNCHANGED7,0507,05000%$771.5K$733.5K-$38.0K2026-10-16
DecisionMap Wealth Management, LLC
INCREASED7,0436,747+296+4%$738.4K$732.7K-$5.6K2026-10-29
J2 Capital Management Inc
INCREASED7,0276,460+567+9%$706.9K$731.1K+$24.1K2026-10-19
Hanson & Doremus Investment Management
INCREASED6,9076,833+74+1%$748.0K$719-$747.3K2026-10-16
MLG Wealth Management DBA Pine Grove Financial Group
NEW6,868—+6,868——$714.5K—2026-10-13
Farrell Financial LLC
DECREASED6,8617,029-168-2%$769.2K$713.8K-$55.4K2026-10-16
Sidoxia Capital Management, LLC
INCREASED6,8356,484+351+5%$709.5K$711.1K+$1.6K2026-10-28
Planned Solutions, Inc.
UNCHANGED6,7076,70700%$733.9K$697.8K-$36.2K2026-10-19
Atlas Brown,Inc.
INCREASED6,6926,660+32+0%$728.8K$696.3K-$32.6K2026-10-09
IFC & Insurance Marketing, Inc.
NEW6,674—+6,674——$694.4K—2026-10-16
Atwater Malick LLC
INCREASED6,5486,486+62+1%$709.8K$681.3K-$28.5K2026-10-15
Fiduciary Financial Group, LLC
INCREASED6,4476,239+208+3%$682.7K$670.7K-$12.0K2026-10-13
Chesley Taft & Associates LLC
UNCHANGED6,4436,44300%$705.1K$670.3K-$34.7K2026-10-13
Wedbush Securities Inc
INCREASED6,3265,938+388+7%$650.0K$658-$649.3K2026-10-22
Diversify Wealth Management, LLC
DECREASED6,2926,584-292-4%$707.1K$662.5K-$44.5K2026-10-20
Diversify Advisory Services, LLC
DECREASED6,2926,584-292-4%$707.1K$662.5K-$44.5K2026-10-20
Bigelow Investment Advisors, LLC
DECREASED6,1966,487-291-4%$709.9K$644.6K-$65.2K2026-10-13
Cornerstone Wealth Management, LLC
DECREASED6,1946,285-91-1%$687.8K$644.4K-$43.3K2026-11-04
AlphaCore Capital LLC
INCREASED6,1514,447+1,704+38%$486.6K$640.0K+$153.3K2026-11-04
Charter Capital Management, Llc\de
DECREASED6,1046,148-44-1%$672.8K$635.0K-$37.7K2026-10-28
Single Point Partners, LLC
INCREASED6,0775,563+514+9%$608.8K$632.2K+$23.4K2026-10-19
Great Hill Capital LLC
UNCHANGED5,9675,96700%$653.0K$620.8K-$32.2K2026-10-20
Johnson Financial Group, LLC
UNCHANGED5,9065,90600%$646.3K$614.5K-$31.8K2026-11-03
FSA Investment Group, LLC
INCREASED5,8484,887+961+20%$534.7K$608.4K+$73.6K2026-10-07
Gibson Capital, LLC
UNCHANGED5,8405,84000%$639.0K$607.6K-$31.5K2026-10-23
Balefire, LLC
DECREASED5,8336,752-919-14%$738.9K$606.9K-$132.0K2026-10-09
Glenview Trust Co
DECREASED5,8185,841-230%$639.2K$605.3K-$33.9K2026-10-28
PFG Advisors
INCREASED5,7203,990+1,730+43%$436.6K$595.1K+$158.5K2026-10-16
BAR Harbor Wealth Management
INCREASED5,6915,530+161+3%$605.1K$592.1K-$13.1K2026-10-21
First Growth Capital LLC
INCREASED5,6664,997+669+13%$546.8K$589.5K+$42.7K2026-10-15
TrustWell Financial Advisors, LLC
DECREASED5,6615,686-250%$622.2K$589.0K-$33.3K2026-10-15
Shade Tree Advisors LLC
INCREASED5,6395,036+603+12%$551.1K$586.7K+$35.6K2026-10-22
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
DECREASED5,6136,932-1,319-19%$758.6K$584.0K-$174.6K2026-10-27
Veratis Advisors, Inc.
INCREASED5,5634,928+635+13%$539.3K$578.9K+$39.6K2026-11-03
FC Advisory LLC
INCREASED5,5525,445+107+2%$595.8K$577.6K-$18.2K2026-10-05
Stronghold Wealth Management L.L.C.
INCREASED5,3723,985+1,387+35%$436.1K$558.9K+$122.8K2026-10-16
Mine & Arao Wealth Creation & Management, Llc.
DECREASED5,3085,480-172-3%$599.7K$552.2K-$47.5K2026-10-29
Willow Creek Wealth Management Inc.
DECREASED5,2999,800-4,501-46%$1.1M$551.3K-$521.1K2026-10-26
Summa Corp.
DECREASED5,1776,430-1,253-19%$703.6K$538.6K-$165.0K2026-10-30
Busey Bank
DECREASED5,0465,419-373-7%$593.0K$525.0K-$68.0K2026-10-26
SeaCrest Wealth Management, LLC
DECREASED5,0085,038-30-1%$551.3K$521.0K-$30.3K2026-10-21
Inscription Capital, LLC
DECREASED5,0075,361-354-7%$586.7K$520.9K-$65.7K2026-11-02
Indivisible Partners
INCREASED5,0024,684+318+7%$512.5K$520.4K+$7.9K2026-10-26
Prairie Advisory, LLC
INCREASED4,9322,437+2,495+102%$266.7K$513.2K+$246.5K2026-10-19
Quest 10 Wealth Builders, Inc.
DECREASED4,8954,962-67-1%$542.9K$519.7K-$23.3K2026-11-02
XML Financial, LLC
NEW4,830—+4,830——$502.5K—2026-10-29
180 Wealth Advisors, LLC
DECREASED4,8127,103-2,291-32%$777.3K$500.6K-$276.6K2026-11-03
Apollon Wealth Management, LLC
INCREASED4,7924,303+489+11%$470.9K$498.6K+$27.7K2026-10-23
Northwest Wealth Management, LLC
INCREASED4,7914,757+34+1%$520.6K$498.4K-$22.2K2026-10-30
Aspiriant, LLC
DECREASED4,7754,842-67-1%$530.0K$496.9K-$33.1K2026-10-16
Councilor Wealth, LLC
INCREASED4,7674,691+76+2%$513.4K$496.0K-$17.5K2026-10-09
Pinnacle Bancorp, Inc.
INCREASED4,7652,009+2,756+137%$219.8K$495.8K+$275.9K2026-10-21
True Private Wealth Advisors
DECREASED4,7244,774-50-1%$522.4K$491.5K-$30.9K2026-10-19
Caldwell Trust Co
UNCHANGED4,7244,72400%$516.9K$491.5K-$25.5K2026-10-30
Corepath Wealth Partners LLC
UNCHANGED4,6944,69400%$507.2K$489.3K-$17.9K2026-10-21
Duncker Streett & Co Inc
UNCHANGED4,6634,66300%$510.2K$485.1K-$25.1K2026-10-27
Mezzasalma Advisors, LLC
INCREASED4,6594,607+52+1%$504.1K$484.8K-$19.4K2026-10-14
Portfolio Resources Advisor Group, Inc.
DECREASED4,5794,670-91-2%$511.0K$476.4K-$34.6K2026-10-20
Envision Financial LLC
UNCHANGED4,5004,50000%$492.4K$468.2K-$24.3K2026-10-15
Trek Financial, LLC
DECREASED4,49913,265-8,766-66%$1.5M$468.1K-$983.5K2026-10-29
Guardian Partners Inc.
INCREASED4,4303,300+1,130+34%$361.1K$460.9K+$99.8K2026-10-21
Canandaigua National Bank & Trust Co
DECREASED4,4105,447-1,037-19%$596.1K$458.8K-$137.2K2026-10-07
Capital Wealth Alliance, LLC
INCREASED4,3243,896+428+11%$426.4K$449.8K+$23.4K2026-10-20
Virtue Asset Management LLC
DECREASED4,3104,437-127-3%$485.5K$448.4K-$37.1K2026-10-21
Camelot Technology Advisors, Inc.
DECREASED4,2774,294-170%$469.9K$445.0K-$24.9K2026-10-09
Trust Co of Vermont
INCREASED4,2734,191+82+2%$458.6K$444.6K-$14.1K2026-10-21
Courage Miller Partners, LLC
UNCHANGED4,1774,17700%$457.1K$434.6K-$22.5K2026-10-21
North Star Investment Management Corp.
INCREASED4,1543,828+326+9%$418.9K$432.1K+$13.3K2026-10-27
Clearview Wealth Management LLC
DECREASED4,1424,611-469-10%$504.6K$433.1K-$71.5K2026-10-16
NorthLanding Financial Partners, LLC
INCREASED4,1344,127+7+0%$451.6K$430.1K-$21.5K2026-10-15
Nfsg Corp
INCREASED4,126282+3,844+1363%$30.9K$429.3K+$398.4K2026-10-15
Gill Capital Partners, LLC
DECREASED4,1074,506-399-9%$493.1K$427.3K-$65.8K2026-10-13
Parker Financial LLC
UNCHANGED4,1024,10200%$448.9K$426.8K-$22.1K2026-11-05
Legacy Financial Independent Advisors LLC
DECREASED4,0784,203-125-3%$459.9K$424.3K-$35.7K2026-11-02
Auour Investments LLC
DECREASED4,0494,064-150%$444.7K$421.3K-$23.4K2026-10-28
Market Street Wealth Management Advisors LLC
UNCHANGED4,0074,00700%$438.5K$416.9K-$21.6K2026-10-09
Spire Wealth Management
INCREASED3,9673,847+120+3%$421.0K$412.7K-$8.3K2026-10-30
Sapient Capital LLC
UNCHANGED3,9163,91600%$428.5K$407.4K-$21.1K2026-10-08
Crusonia Wealth Advisors LLC
INCREASED3,8953,420+475+14%$374.3K$405.2K+$30.9K2026-10-26
Tilia Fiduciary Partners, Inc.
DECREASED3,8624,216-354-8%$461.3K$401.8K-$59.5K2026-10-09
VestGen Advisors, LLC
DECREASED3,84324,173-20,330-84%$2.6M$399.8K-$2.2M2026-10-27
Matrix Trust Co
DECREASED3,7944,124-330-8%$451$395-$562026-10-07
Dynamic Advisor Solutions LLC
DECREASED3,7863,888-102-3%$425.5K$393.9K-$31.6K2026-10-13
Braun-Bostich & Associates Inc.
NEW3,784—+3,784——$393.7K—2026-10-20
Verus Capital Partners, LLC
DECREASED3,6954,000-305-8%$437.7K$384.4K-$53.3K2026-11-03
Focus Financial Network, Inc.
INCREASED3,6942,540+1,154+45%$277.9K$384.3K+$106.4K2026-10-14
Hardin Capital Partners, LLC
DECREASED3,6264,787-1,161-24%$524.6K$377.2K-$147.4K2026-10-09
DMC Group, LLC
DECREASED3,6163,735-119-3%$408.7K$376.2K-$32.5K2026-10-26
Smith Thornton Advisors LLC
DECREASED3,5704,035-465-12%$435.4K$371.4K-$64.0K2026-10-16
Journey Advisory Group, LLC
UNCHANGED3,5513,55100%$388.6K$369.4K-$19.1K2026-11-04
Pinnacle Financial Group, LLC / IL
INCREASED3,5413,501+40+1%$383.1K$368.4K-$14.7K2026-10-29
Patriot Financial Group Insurance Agency, LLC
DECREASED3,5403,599-59-2%$393.9K$368.3K-$25.6K2026-10-14
Successful Portfolios LLC
UNCHANGED3,5113,51100%$379.6K$365.1K-$14.6K2026-10-09
Prentiss Smith & Co Inc
DECREASED3,4953,570-75-2%$390.7K$363.6K-$27.0K2026-10-27
Middleton & Co Inc
UNCHANGED3,4843,48400%$381.3K$362.5K-$18.8K2026-10-23
Kingsbury Capital Investment Advisors LLC
INCREASED3,4722,348+1,124+48%$256.9K$361.2K+$104.3K2026-10-20
Silverlake Wealth Management LLC
DECREASED3,4593,757-298-8%$411.1K$359.9K-$51.2K2026-10-21
AWM Capital, LLC
DECREASED3,4005,625-2,225-40%$615.5K$353.8K-$261.7K2026-10-16
Net Worth Advisory Group
INCREASED3,3903,241+149+5%$354.7K$353.6K-$1.1K2026-10-20
Grandview Asset Management LLC
DECREASED3,3863,556-170-5%$389.1K$352.3K-$36.9K2026-10-19
Dorato Capital Management
UNCHANGED3,3843,38400%$365.9K$352.7K-$13.2K2026-10-08
Hughes Financial Services, LLC
DECREASED3,36724,304-20,937-86%$2.7M$358.4K-$2.3M2026-10-30
Evanson Financial, LLC
INCREASED3,3673,347+20+1%$366.2K$350.3K-$15.9K2026-10-23
Simplex Trading, LLC
DECREASED3,32018,937-15,617-82%$2.1M$345.4K-$1.7M2026-11-04
HCR Wealth Advisors
INCREASED3,2223,015+207+7%$329.9K$335.2K+$5.3K2026-10-15
Sumitomo Mitsui DS Asset Management Company, Ltd
UNCHANGED3,2173,21700%$352.0K$334.7K-$17.3K2026-10-20
FSM Wealth Advisors, LLC
UNCHANGED3,2133,21300%$351.6K$335.8K-$15.8K2026-10-27
Thompson Siegel & Walmsley LLC
UNCHANGED3,1493,14900%$345.0K$328.0K-$17.0K2026-11-05
Aletheian Wealth Advisors LLC
INCREASED3,1373,098+39+1%$339.0K$326.3K-$12.6K2026-10-08
Ascent Group, LLC
DECREASED3,129146,055-142,926-98%$16.0M$325.6K-$15.7M2026-10-30
Wormser Freres Gestion
DECREASED3,1163,285-169-5%$355.2K$324.2K-$31.0K2026-10-21
Bath Savings Trust Co
DECREASED3,1004,085-985-24%$447.0K$322.5K-$124.5K2026-10-07
Silvia Mccoll Wealth Management, LLC
UNCHANGED3,0553,05500%$334.3K$317.8K-$16.5K2026-10-07
Mainsail Financial Group, LLC
UNCHANGED3,0533,05300%$334.1K$317.6K-$16.5K2026-10-23
Ares Financial Consulting, LLC
UNCHANGED3,0033,00300%$328.7K$312.5K-$16.2K2026-10-19
Nautilus Advisors LLC
UNCHANGED3,0003,00000%$324.4K$312.1K-$12.3K2026-10-07
SilverOak Wealth Management LLC
UNCHANGED2,9632,96300%$324.2K$308.3K-$16.0K2026-10-29
Midwest Trust Co
DECREASED2,9343,161-227-7%$345.9K$305.3K-$40.7K2026-10-22
West Paces Advisors Inc.
DECREASED2,9303,300-370-11%$361.1K$304.8K-$56.3K2026-10-13
Latitude Advisors, LLC
DECREASED2,9202,936-16-1%$321.3K$303.8K-$17.4K2026-10-27
LexAurum Advisors, LLC
DECREASED2,8522,910-58-2%$318.4K$296.7K-$21.7K2026-10-19
Lpwm LLC
DECREASED2,8382,840-20%$310.8K$295.3K-$15.5K2026-10-20
Park Edge Advisors, LLC
DECREASED2,8303,430-600-17%$375.4K$294.4K-$81.0K2026-10-28
Hegarty Advisors, LLC
INCREASED2,8082,761+47+2%$302.1K$292.2K-$9.9K2026-10-20
Austin Asset Management Co Inc
UNCHANGED2,7622,76200%$302.2K$287.4K-$14.9K2026-10-29
Alhambra Investment Management LLC
DECREASED2,7262,826-100-4%$309.2K$283.6K-$25.6K2026-10-15
Creekside Partners
INCREASED2,7212,718+3+0%$297.4K$283.0K-$14.4K2026-11-04
Hickory Point Bank & Trust
UNCHANGED2,7212,72100%$297.8K$283.1K-$14.7K2026-10-01
Tcfg Investment Advisors, LLC
DECREASED2,7082,715-70%$297.1K$281.7K-$15.4K2026-10-20
Able Financial Group, LLC
UNCHANGED2,6922,69200%$294.6K$280.1K-$14.5K2026-10-14
Asset One Wealth Management LLC
DECREASED2,6662,673-70%$288.9K$277.4K-$11.4K2026-11-02
Buck Wealth Strategies, LLC
DECREASED2,665104,737-102,072-97%$11.5M$277.2K-$11.2M2026-10-28
Equity Wealth Partners, LLC
INCREASED2,6202,603+17+1%$284.8K$272.6K-$12.3K2026-10-26
Colony Family Offices, LLC
INCREASED2,6052,421+184+8%$264.9K$271.0K+$6.1K2026-10-22
Angeles Wealth Management, LLC
UNCHANGED2,6032,60300%$284.8K$270.8K-$14.0K2026-10-26
Center for Financial Planning, Inc.
UNCHANGED2,5802,58000%$282.3K$268.4K-$13.9K2026-10-26
Integrity Alliance, Llc.
DECREASED2,57228,863-26,291-91%$3.2M$267.6K-$2.9M2026-10-29
Compass Planning Associates Inc
INCREASED2,5542,511+43+2%$274.8K$265.7K-$9.1K2026-10-13
Sutton Place Investors LLC
NEW2,520—+2,520——$262.2K—2026-10-20
Davidson Trust Co
UNCHANGED2,5102,51000%$274.7K$261.1K-$13.5K2026-10-09
PW Nova Financial Services LLC
UNCHANGED2,5052,50500%$274.2K$260.6K-$13.5K2026-10-15
Paragon Capital Management Ltd
UNCHANGED2,5002,50000%$273.6K$260.1K-$13.5K2026-10-09
Venture Visionary Partners LLC
DECREASED2,4932,497-40%$273.2K$259.4K-$13.9K2026-10-07
IVC Wealth Advisors LLC
INCREASED2,4832,406+77+3%$263.3K$258.3K-$5.0K2026-10-23
Mokosak Advisory Group, LLC
INCREASED2,4612,420+41+2%$264.9K$256.1K-$8.7K2026-10-20
Glass Jacobson Investment Advisors llc
INCREASED2,4502,408+42+2%$263.5K$254.9K-$8.7K2026-10-26
KG Capital Management
DECREASED2,4213,911-1,490-38%$428.0K$251.9K-$176.1K2026-10-15
International Assets Investment Management, LLC
INCREASED2,4201,578+842+53%$170.7K$252.4K+$81.7K2026-11-02
DKM Wealth Management, Inc.
UNCHANGED2,4122,41200%$263.9K$250.9K-$13.0K2026-10-09
Family Investment Center, Inc.
INCREASED2,4082,238+170+8%$244.9K$250.5K+$5.6K2026-10-19
WealthBridge Capital Management, LLC
INCREASED2,3831,943+440+23%$212.6K$247.9K+$35.3K2026-10-16
Phillip James Consulting Co.
NEW2,370—+2,370——$246.6K—2026-11-03
Innova Wealth Partners
INCREASED2,3522,102+250+12%$230.0K$244.7K+$14.7K2026-10-21
Strategy Asset Managers LLC
DECREASED2,3422,359-17-1%$258.1K$243.7K-$14.5K2026-10-14
Csenge Advisory Group
DECREASED2,3402,480-140-6%$271.4K$243.4K-$28.0K2026-11-04
City Holding Co
DECREASED2,3282,403-75-3%$263.0K$242.2K-$20.8K2026-10-19
BIP Wealth, LLC
INCREASED2,3242,279+45+2%$249.4K$241.7K-$7.7K2026-10-22
Strategic Point Investment Advisors, LLC
UNCHANGED2,3202,32000%$253.9K$241.4K-$12.5K2026-10-29
CLG LLC
DECREASED2,2772,747-470-17%$300.6K$236.9K-$63.7K2026-10-13
Grove Street Fiduciary, LLC
UNCHANGED2,2702,27000%$248.4K$236.2K-$12.2K2026-10-13
S.A. Mason LLC
DECREASED2,2512,266-15-1%$248.0K$234.2K-$13.8K2026-10-13
Cottonwood Capital Advisors, LLC
UNCHANGED2,2452,24500%$245.7K$233.6K-$12.1K2026-10-20
WealthSpring Partners, LLC
DECREASED2,2322,482-250-10%$271.7K$232.2K-$39.4K2026-10-14
Ashton Thomas Securities, LLC
NEW2,225—+2,225——$231.5K—2026-10-26
Prosperitas Financial LLC
DECREASED2,2202,260-40-2%$247.3K$231.0K-$16.3K2026-10-28
Summit Financial Strategies, Inc.
NEW2,212—+2,212——$230.1K—2026-10-14
HB Wealth Management, LLC
INCREASED2,2112,029+182+9%$222.1K$230.0K+$7.9K2026-10-23
Citizens Financial Group Inc
INCREASED2,2082,179+29+1%$238.4K$229.7K-$8.7K2026-10-23
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED2,2002,20000%$240.7K$228.9K-$11.9K2026-11-02
Badgley Phelps Wealth Managers, LLC
INCREASED2,1932,104+89+4%$230.2K$228.2K-$2.0K2026-10-22
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
NEW2,186—+2,186——$227.5K—2026-10-14
Wernau Asset Management Inc.
UNCHANGED2,1592,15900%$236.3K$224.7K-$11.6K2026-10-19
Bingham Private Wealth, LLC
INCREASED2,1492,106+43+2%$230.5K$223.6K-$6.9K2026-11-05
Blue Trust, Inc.
INCREASED2,1272,121+6+0%$232.1K$221.3K-$10.8K2026-10-15
Walkner Condon Financial Advisors LLC
DECREASED2,1243,576-1,452-41%$391.3K$221.0K-$170.3K2026-11-02
Wealth Quarterback LLC
DECREASED2,1152,215-100-5%$242.3K$220.1K-$22.3K2026-10-20
Old Port Advisors
DECREASED2,1152,127-12-1%$232.8K$220.0K-$12.7K2026-10-23
Gilpin Wealth Management, LLC
DECREASED2,1122,213-101-5%$242.2K$219.7K-$22.4K2026-10-09
Signaturefd, LLC
INCREASED2,1091,731+378+22%$189.4K$219.4K+$29.9K2026-10-23
Wiregrass Investment Management LLC
UNCHANGED2,1002,10000%$229.8K$218.5K-$11.3K2026-11-05
Gradient Capital Advisors, LLC
UNCHANGED2,0702,07000%$226.5K$215.4K-$11.2K2026-10-21
Todd Asset Management LLC
UNCHANGED2,0602,06000%$225.4K$214.3K-$11.1K2026-10-27
North Forty Two & Co.
UNCHANGED2,0482,04800%$224.1K$213.1K-$11.0K2026-10-19
RDA Financial Network
DECREASED2,0402,210-170-8%$241.8K$212.2K-$29.6K2026-10-15
Davenport & Co LLC
NEW2,029—+2,029——$211.1K—2026-10-14
Principle Wealth Partners LLC
INCREASED2,0281,878+150+8%$205.5K$211.0K+$5.5K2026-11-02
Woodard & Co Asset Management Group Inc
UNCHANGED2,0212,02100%$221.2K$210.3K-$10.9K2026-11-03
Epiq Partners, LLC
INCREASED1,9981,956+42+2%$214.0K$207.9K-$6.2K2026-10-07
Certified Advisory Corp
INCREASED1,9901,977+13+1%$216.3K$207.0K-$9.3K2026-10-29
Encompass More Asset Management
NEW1,974—+1,974——$205.4K—2026-10-16
Mission Wealth Management, LP
DECREASED1,9552,146-191-9%$234.8K$203.4K-$31.4K2026-10-15
J. L. Bainbridge & Co., Inc.
DECREASED1,9541,960-60%$214.5K$203.3K-$11.2K2026-10-20
Sage Capital Management, LLC
INCREASED1,9451,913+32+2%$209.4K$202.5K-$6.9K2026-10-20
Buckhead Capital Management LLC
UNCHANGED1,9381,93800%$212.1K$201.6K-$10.4K2026-11-03
First Hawaiian Bank
UNCHANGED1,9361,93600%$211.9K$201.4K-$10.4K2026-10-14
Endowment Wealth Management, Inc.
NEW1,934—+1,934——$201.2K—2026-11-03
Quadrant Private Wealth Management, LLC
NEW1,930—+1,930——$200.8K—2026-11-04
Visionary Wealth Advisors
DECREASED1,9293,042-1,113-37%$332.9K$200.7K-$132.2K2026-11-04
Capital Investment Advisory Services, LLC
INCREASED1,8521,652+200+12%$180.8K$192.7K+$11.9K2026-10-30
Financial Network Wealth Advisors LLC
INCREASED1,7641,728+36+2%$189.1K$183.5K-$5.6K2026-10-28
Nvwm, LLC
INCREASED1,7341,460+274+19%$159.8K$180.4K+$20.6K2026-10-14
Coastline Trust Co
DECREASED1,6493,074-1,425-46%$336.4K$171.6K-$164.8K2026-10-01
GK Wealth Management LLC
NEW1,611—+1,611——$167.7K—2026-10-09
West Financial Advisors, LLC
DECREASED1,600191,290-189,690-99%$20.9M$166.4K-$20.8M2026-10-22
Powell Investment Advisors, LLC
UNCHANGED1,5401,54000%$168.5K$160.2K-$8.3K2026-10-22
Viewpoint Capital Management LLC
NEW1,510—+1,510——$157.1K—2026-10-27
Indiana Trust & Investment Management Co
UNCHANGED1,4741,47400%$161.3K$153.4K-$7.9K2026-10-22
Three Bridge Wealth Advisors, LLC
NEW1,380—+1,380——$143.6K—2026-11-05
Cherry Tree Wealth Management, LLC
INCREASED1,2481+1,247+124700%$110$129.8K+$129.7K2026-10-15
Kings Path Partners LLC
DECREASED1,2361,300-64-5%$142.3K$128.6K-$13.7K2026-10-21
Axiom Investment Management LLC
INCREASED1,2251,217+8+1%$133.2K$127.4K-$5.7K2026-11-03
Armstrong Advisory Group, Inc
UNCHANGED1,2211,22100%$133.6K$127.0K-$6.6K2026-10-09
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED1,2181,21800%$133.9K$126.7K-$7.2K2026-10-29
Barrett & Company, Inc.
UNCHANGED1,2011,20100%$131.4K$125.0K-$6.5K2026-10-22
Elevate Wealth Advisory, Inc
INCREASED1,194494+700+142%$54.1K$124.2K+$70.2K2026-10-29
Wilmington Savings Fund Society, FSB
UNCHANGED1,0911,09100%$119.4K$113.5K-$5.9K2026-10-23
Key FInancial Inc
UNCHANGED1,0591,05900%$115.9K$110.2K-$5.7K2026-11-02
Nova Financial LLC
NEW1,014—+1,014——$105.5K—2026-11-04
Archer Investment Corp
UNCHANGED99799700%$109.1K$103.7K-$5.4K2026-11-05
Lanark Financial, Inc.
INCREASED978970+8+1%$106.1K$101.8K-$4.4K2026-10-26
American Capital Advisory, LLC
UNCHANGED88888800%$97.2K$92.4K-$4.8K2026-10-28
Hyposwiss Advisors SA
UNCHANGED83583500%$91.4K$86.9K-$4.5K2026-10-26
JFS Wealth Advisors, LLC
NEW745—+745——$77.5K—2026-11-03
Pinnacle Wealth Planning Services, Inc.
UNCHANGED73173100%$80.0K$76.1K-$3.9K2026-10-27
Gen-Wealth Partners Inc
INCREASED726680+46+7%$74.4K$75.5K+$1.1K2026-11-04
NBH Bank
UNCHANGED71771700%$78.5K$74.6K-$3.9K2026-11-05
First Bancorp, Inc
INCREASED667592+75+13%$64.8K$69.4K+$4.6K2026-10-26
Downshift Financial, LLC
UNCHANGED64264200%$70.3K$66.8K-$3.5K2026-10-13
Creative Financial Designs Inc
INCREASED573459+114+25%$50.2K$59.6K+$9.4K2026-11-04
Y.D. More Investments Ltd
DECREASED550610-60-10%$66.8K$57.2K-$9.5K2026-11-02
MH & Associates Securities Management Corp
UNCHANGED54054000%$59.1K$56.2K-$2.9K2026-10-30
Washington Trust Advisors, Inc.
UNCHANGED53653600%$58.7K$55.8K-$2.9K2026-10-22
Biltmore Family Office, LLC
INCREASED502490+12+2%$53.6K$52.2K-$1.4K2026-11-03
Clean Yield Group
UNCHANGED50050000%$54.7K$52.0K-$2.7K2026-10-28
Essential Partners LLC
INCREASED483476+7+1%$52.1K$50.3K-$1.8K2026-10-14
Triumph Capital Management
UNCHANGED46146100%$50.4K$48.0K-$2.5K2026-10-14
Canton Hathaway, LLC
UNCHANGED45045000%$49.2K$46.8K-$2.4K2026-10-23
Golden State Wealth Management, LLC
INCREASED423420+3+1%$46.1K$44.1K-$2.0K2026-11-02
Security National Bank
NEW413—+413——$43.0K—2026-10-26
Bell Investment Advisors, Inc
NEW372—+372——$38.7K—2026-10-29
Heritage Family Offices, LLP
NEW366—+366——$38.1K—2026-11-02
Bfsg, LLC
UNCHANGED36136100%$39.5K$37.6K-$1.9K2026-10-30
Holos Integrated Wealth LLC
INCREASED345261+84+32%$28.2K$36.3K+$8.1K2026-10-23
Eastern Bank
UNCHANGED33333300%$36.4K$34.7K-$1.8K2026-10-05
Breakwater Investment Management
DECREASED332654-322-49%$71.6K$34.5K-$37.0K2026-10-20
Hilltop National Bank
UNCHANGED33033000%$36.1K$34.3K-$1.8K2026-10-14
Smallwood Wealth Investment Management, LLC
UNCHANGED32832800%$35.9K$34.1K-$1.8K2026-10-30
Physician Wealth Advisors, Inc.
INCREASED322321+1+0%$35.1K$33.5K-$1.6K2026-10-20
Signature Equity Partners, LLC
INCREASED320316+4+1%$34.6K$33.3K-$1.3K2026-10-29
Pittenger & Anderson Inc
UNCHANGED30830800%$33.7K$32.0K-$1.7K2026-11-02
Central Trust Co
UNCHANGED30630600%$33.5K$31.8K-$1.6K2026-11-05
Proathlete Wealth Management LLC
NEW284—+284——$29.6K—2026-10-15
CX Institutional
NEW275—+275——$29—2026-10-02
Laurel Wealth Advisors LLC
NEW259—+259——$26.9K—2026-10-27
Gladwyn Financial Advisors, Inc.
INCREASED258254+4+2%$27.8K$26.9K-$9262026-10-05
William B. Walkup & Associates, Inc.
UNCHANGED24424400%$26.7K$25.4K-$1.3K2026-11-05
Evolution Wealth Management Inc.
UNCHANGED23923900%$26.2K$24.9K-$1.3K2026-10-28
Cape Investment Advisory, Inc.
UNCHANGED23923900%$26.2K$24.9K-$1.3K2026-10-13
Root Financial Partners, LLC
NEW225—+225——$23.4K—2026-10-21
Friedenthal Financial
INCREASED213204+9+4%$22.3K$22.2K-$1632026-10-27
EPG Wealth Management LLC
INCREASED212209+3+1%$22.8K$22.1K-$7522026-11-03
Main Street Group, LTD
INCREASED211209+2+1%$22.9K$22.0K-$9282026-10-28
Frisco Financial Planning LLC
UNCHANGED21021000%$23.0K$21.8K-$1.1K2026-10-05
Brown, Lisle Ings, Inc.
UNCHANGED20020000%$21.9K$20.8K-$1.1K2026-10-16
EverSource Wealth Advisors, LLC
DECREASED1992,377-2,178-92%$260.1K$20.8K-$239.4K2026-11-04
Murphy & Mullick Capital Management Corp
INCREASED190186+4+2%$20.3K$19.4K-$9932026-11-02
Piscataqua Savings Bank
UNCHANGED18418400%$20.1K$19.1K-$9912026-10-21
SYM Financial Corp
INCREASED172154+18+12%$16.9K$17.9K+$1.0K2026-10-26
Edgemoor Investment Advisors, Inc.
NEW160—+160——$16.6K—2026-11-03
Bangor Savings Bank
UNCHANGED15415400%$16.9K$16.0K-$8302026-10-06
Moisand Fitzgerald Tamayo, LLC
UNCHANGED15115100%$16.5K$15.7K-$8132026-10-15
Tsfg, LLC
UNCHANGED14614600%$16.0K$15-$16.0K2026-10-23
DecisionPoint Financial, LLC
UNCHANGED14414400%$15.6K$15.0K-$5562026-10-27
Strategic Advocates LLC
UNCHANGED14314300%$15.6K$14.9K-$7702026-11-03
Bare Financial Services, Inc
UNCHANGED14014000%$15.3K$14.6K-$7542026-11-04
Tompkins Financial Corp
UNCHANGED12812800%$14.0K$13.3K-$6902026-10-05
Mcdonald Partners LLC
UNCHANGED12012000%$13.1K$12.5K-$6472026-11-03
Toth Financial Advisory Corp
UNCHANGED11311300%$12.4K$11.8K-$6092026-10-08
NBT Bank, N.A.
UNCHANGED10910900%$11.9K$11.3K-$5882026-10-21
Independence Bank of Kentucky
UNCHANGED10010000%$10.9K$10.4K-$5392026-10-26
MTM Investment Management, LLC
UNCHANGED10010000%$10.9K$10.4K-$5392026-10-30
Concord Wealth Partners
INCREASED9593+2+2%$10.2K$9.9K-$3372026-11-02
Financial Perspectives, Inc
INCREASED8786+1+1%$9.4K$9.1K-$3092026-11-03
Olistico Wealth, LLC
UNCHANGED757500%$8.2K$7.8K-$4042026-10-05
Abound Wealth Management
UNCHANGED747400%$8.1K$7.7K-$3992026-10-26
Montag A & Associates Inc
NEW68—+68——$7.1K—2026-10-29
Costello Asset Management, Inc
UNCHANGED666600%$7.2K$6.9K-$3552026-10-30
Farmers & Merchants Investments Inc
UNCHANGED656500%$7.1K$6.8K-$3502026-10-22
Asset Dedication, LLC
NEW62—+62——$6.5K—2026-11-03
Provident Wealth Management, LLC
DECREASED60120-60-50%$13.1K$6.2K-$6.9K2026-10-20
Silver Grove Financial Group, Inc.
UNCHANGED595900%$6.5K$6.1K-$3192026-11-05
Cedar Mountain Advisors, LLC
INCREASED5857+1+2%$6.2K$6.0K-$2062026-10-15
Towne Trust Company, N.a
NEW54—+54——$5.6K—2026-10-28
Cassaday & Co Wealth Management LLC
NEW53—+53——$5.5K—2026-10-27
Loring Wolcott & Coolidge Fiduciary Advisors LLP
NEW50—+50——$5.2K—2026-10-23
Trust Co
NEW47—+47——$4.9K—2026-10-09
1620 Investment Advisors, Inc.
UNCHANGED454500%$4.9K$4.7K-$2422026-11-04
USA Financial Formulas
NEW36—+36——$3.7K—2026-10-16
Wolff Wiese Magana LLC
NEW34—+34——$3.5K—2026-10-15
Granite Investment Partners, LLC
DECREASED3468-34-50%$7.4K$3.5K-$3.9K2026-11-04
United Community Bank
NEW33—+33——$3.4K—2026-10-28
Compass Financial Management LLC
INCREASED3231+1+3%$3.4K$3.3K-$632026-10-30
Rakuten Securities, Inc.
INCREASED3121+10+48%$2.3K$3.2K+$9272026-11-02
Investors Research Corp
UNCHANGED282800%$3.1K$2.9K-$1512026-10-07
Legacy Bridge, LLC
UNCHANGED282800%$3.1K$2.9K-$1512026-10-28
Nemes Rush Group LLC
UNCHANGED222200%$2.4K$2.3K-$792026-11-04
Davis Capital Management
NEW20—+20——$2.1K—2026-10-08
Wilkerson Advisory Group LLC
UNCHANGED191900%$2.1K$2.0K-$692026-10-20
High Note Wealth, LLC
UNCHANGED171700%$1.9K$1.8K-$912026-10-27
Ascentis Wealth Management, LLC
NEW16—+16——$1.7K—2026-11-03
Vermillion Wealth Management, Inc.
UNCHANGED161600%$1.8K$1.7K-$862026-10-26
Gamma Investing LLC
UNCHANGED141400%$1.5K$1.5K-$752026-10-08
Prudent Man Investment Management, Inc.
UNCHANGED131300%$1.4K$1.4K-$762026-11-03
Salomon & Ludwin, LLC
UNCHANGED121200%$1.3K$1.2K-$502026-10-29
Transce3nd, LLC
NEW11—+11——$1.2K—2026-10-26
Mainstream Capital Management LLC
NEW11—+11——$1.1K—2026-10-23
Harbor Investment Advisory, LLC
UNCHANGED101000%$1.1K$1.0K-$542026-10-13
PayPay Securities Corp
INCREASED97+2+29%$766$936+$1702026-10-27
Retirement Wealth Solutions LLC
DECREASED910-1-10%$1.1K$925-$1412026-10-07
High Point Wealth Management, LLC
NEW7—+7——$728—2026-11-05
Realta Investment Advisors
DECREASED731-24-77%$3.4K$707-$2.7K2026-10-14
Bradley & Co. Private Wealth Management, LLC
UNCHANGED5500%$547$520-$272026-10-23
Kingdom Financial Group Llc.
UNCHANGED2200%$219$208-$112026-11-04
UMB Private Wealth Management, LLC
NEW1—+1——$104—2026-10-19
Valley Wealth Managers, Inc.
UNCHANGED1100%$98$93-$52026-10-09
Baldwin Wealth Partners LLC
CLOSED0397,604-397,604-100%$43.5M$0-$43.5M2026-10-13
Portfolio Design Labs, LLC
CLOSED0173,273-173,273-100%$19.0M$0-$19.0M2026-11-04
MacKenzie Financial Corp
CLOSED074,600-74,600-100%$8.2M$0-$8.2M2026-11-02
Legacy Wealth Partners, LLC
CLOSED029,907-29,907-100%$3.3M$0-$3.3M2026-10-15
CPA Asset Management Group, LLC
CLOSED014,657-14,657-100%$1.6M$0-$1.6M2026-10-26
Florin Court Capital LLP
CLOSED08,000-8,000-100%$875.4K$0-$875.4K2026-11-02
TritonPoint Partners, LLC
CLOSED07,967-7,967-100%$871.8K$0-$871.8K2026-11-05
Compagnie Lombard Odier SCmA
CLOSED07,230-7,230-100%$791.2K$0-$791.2K2026-11-04
Wellington Shields & Co., LLC
CLOSED07,067-7,067-100%$773.3K$0-$773.3K2026-11-03
Garde Capital, Inc.
CLOSED06,715-6,715-100%$734.8K$0-$734.8K2026-10-29
Activest Wealth Management
CLOSED06,562-6,562-100%$718.1K$0-$718.1K2026-10-15
Jeppson Wealth Management, LLC
CLOSED04,602-4,602-100%$503.6K$0-$503.6K2026-10-20
Wespac Advisors, LLC
CLOSED03,681-3,681-100%$402.8K$0-$402.8K2026-10-26
GC Wealth Management RIA, LLC
CLOSED03,509-3,509-100%$384.0K$0-$384.0K2026-11-02
W.H. Cornerstone Investments Inc.
CLOSED03,049-3,049-100%$333.6K$0-$333.6K2026-11-03
Simplicity Wealth,LLC
CLOSED02,839-2,839-100%$310.7K$0-$310.7K2026-10-23
KPP Advisory Services LLC
CLOSED02,604-2,604-100%$285.0K$0-$285.0K2026-10-26
Foundation Wealth Management, Llc\pa
CLOSED02,472-2,472-100%$270.5K$0-$270.5K2026-10-14
Cyndeo Wealth Partners, LLC
CLOSED02,464-2,464-100%$269.6K$0-$269.6K2026-10-16
Grey Ledge Advisors, LLC
CLOSED02,370-2,370-100%$259.3K$0-$259.3K2026-11-02
Stegent Equity Advisors, Inc.
CLOSED02,286-2,286-100%$250.2K$0-$250.2K2026-10-13
Ritholtz Wealth Management
CLOSED02,205-2,205-100%$241.3K$0-$241.3K2026-11-05
SAX Wealth Advisors, LLC
CLOSED02,172-2,172-100%$239.7K$0-$239.7K2026-10-13
TMB Capital Partners, LLC
CLOSED02,148-2,148-100%$235.1K$0-$235.1K2026-10-20
Triad Wealth Partners, LLC
CLOSED02,144-2,144-100%$229.1K$0-$229.1K2026-10-26
OpenArc Corporate Advisory, LLC
CLOSED02,040-2,040-100%$223.2K$0-$223.2K2026-10-21
Alliance Wealth Advisors, LLC
CLOSED01,983-1,983-100%$217.0K$0-$217.0K2026-10-28
Curran Financial Partners, LLC
CLOSED01,916-1,916-100%$209.6K$0-$209.6K2026-11-04
Rose Capital Advisors LLC
CLOSED01,878-1,878-100%$205.5K$0-$205.5K2026-11-04
Key Client Fiduciary Advisors, LLC
CLOSED01,870-1,870-100%$204.7K$0-$204.7K2026-10-19
Finward Bancorp
CLOSED01,856-1,856-100%$203.1K$0-$203.1K2026-10-14
AdvisorNet Financial, Inc
CLOSED01,361-1,361-100%$149.0K$0-$149.0K2026-10-15
Salem Investment Counselors Inc
CLOSED01,085-1,085-100%$118.7K$0-$118.7K2026-10-13
Cornerstone Planning Group LLC
CLOSED0990-990-100%$106.7K$0-$106.7K2026-10-16
Founders Capital Management
CLOSED0843-843-100%$92.2K$0-$92.2K2026-10-13
Wellington Shields Capital Management, LLC
CLOSED0566-566-100%$61.9K$0-$61.9K2026-11-03
Stone House Investment Management, LLC
CLOSED0451-451-100%$49.4K$0-$49.4K2026-10-23
LFA - Lugano Financial Advisors SA
CLOSED0330-330-100%$36.1K$0-$36.1K2026-11-03
LifeSteps Financial, Inc.
CLOSED0185-185-100%$20.2K$0-$20.2K2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0100-100-100%$10.9K$0-$10.9K2026-10-14
Robinswood Financial LLC
CLOSED047-47-100%$5.2K$0-$5.2K2026-10-20
Burk Holdings LLC
CLOSED035-35-100%$3.8K$0-$3.8K2026-11-05
Hoese & Co LLP
CLOSED018-18-100%$2.0K$0-$2.0K2026-10-21
Signature Resources Capital Management, LLC
CLOSED09-9-100%$985$0-$9852026-10-16
Avion Wealth
CLOSED06-6-100%$0$0$02026-11-04
MJT & Associates Financial Advisory Group, Inc.
CLOSED01-1-100%$24$0-$242026-10-07
Central Pacific Bank - Trust Division
CLOSED01-1-100%$109$0-$1092026-10-06
Mascoma Wealth Management LLC
CLOSED01-1-100%$77$0-$772026-10-23
Bank of America Corp
N/A—24,691,874-24,691,874-100%$2.7B———
Morgan Stanley
N/A—4,661,443-4,661,443-100%$510.1M———
FMR LLC
N/A—4,396,041-4,396,041-100%$481.1M———
BlackRock, Inc.
N/A—2,726,866-2,726,866-100%$298.4M———
Prudential Financial Inc
N/A—2,200,713-2,200,713-100%$240.8M———
Envestnet Asset Management Inc
N/A—2,029,684-2,029,684-100%$222.1M———
Sumitomo Life Insurance Co
N/A—1,939,392-1,939,392-100%$212.2M———
UBS Group AG
N/A—1,520,787-1,520,787-100%$166.4M———
LPL Financial LLC
N/A—1,510,026-1,510,026-100%$165.2M———
Wells Fargo & Company
N/A—1,421,109-1,421,109-100%$155.5M———
CI Investments Inc.
N/A—1,401,739-1,401,739-100%$153.4M———
Ameriprise Financial Inc
N/A—1,237,361-1,237,361-100%$135.7M———
GenTrust, LLC
N/A—1,132,337-1,132,337-100%$123.9M———
MAI Capital Management
N/A—1,025,179-1,025,179-100%$112.2M———
JPMorgan Chase & Co
N/A—993,101-993,101-100%$109.1M———
Royal Bank of Canada
N/A—846,902-846,902-100%$92.7M———
Martin & Co Inc
N/A—656,155-656,155-100%$71.8M———
Goldman Sachs Group Inc
N/A—589,381-589,381-100%$64.5M———
Partners Capital Investment Group, LLP
N/A—574,221-574,221-100%$62.8M———
HSBC Holdings PLC
N/A—565,912-565,912-100%$62.0M———
Man Group plc
N/A—526,056-526,056-100%$57.6M———
FIL Ltd
N/A—516,747-516,747-100%$56.5M———
Dynasty Wealth Management, LLC
N/A—503,950-503,950-100%$55.1M———
Osaic Holdings, Inc.
N/A—499,201-499,201-100%$54.6M———
Quotient Wealth Partners, LLC
N/A—491,120-491,120-100%$53.7M———
PNC Financial Services Group, Inc.
N/A—483,505-483,505-100%$52.9M———
Northwestern Mutual Wealth Management Co
N/A—460,136-460,136-100%$50.4M———
Cetera Investment Advisers
N/A—450,056-450,056-100%$49.2M———
One Capital Management, LLC
N/A—434,073-434,073-100%$47.9M———
Federation des caisses Desjardins du Quebec
N/A—422,751-422,751-100%$46.3M———
Stifel Financial Corp
N/A—413,980-413,980-100%$45.3M———
DRW Securities, LLC
N/A—411,982-411,982-100%$45.1M———
Huntington National Bank
N/A—393,812-393,812-100%$43.1M———
Raymond James Financial Inc
N/A—390,367-390,367-100%$42.7M———
Rock Creek Group LLC
N/A—382,595-382,595-100%$41.9M———
Two Sigma Investments, LP
N/A—371,250-371,250-100%$40.6M———
Capitolis Liquid Global Markets LLC
N/A—365,000-365,000-100%$39.9M———
Passaic Partners LLC
N/A—349,260-349,260-100%$38.2M———
HighTower Advisors, LLC
N/A—339,236-339,236-100%$37.1M———
Marshall Wace, LLP
N/A—310,445-310,445-100%$34.0M———
Rockefeller Capital Management L.P.
N/A—307,614-307,614-100%$33.7M———
Renaissance Technologies LLC
N/A—266,800-266,800-100%$29.2M———
Wealthspire Advisors, LLC
N/A—212,028-212,028-100%$23.2M———
Ethos Financial Group, LLC
N/A—204,045-204,045-100%$22.0M———
Blue Edge Capital, LLC
N/A—196,373-196,373-100%$21.5M———
Cambridge Associates LLC
N/A—184,819-184,819-100%$20.2M———
Beacon Pointe Advisors, LLC
N/A—179,075-179,075-100%$19.6M———
CIM, LLC
N/A—170,872-170,872-100%$18.7M———
Cascade Financial Partners, LLC
N/A—164,657-164,657-100%$18.0M———
Rhumbline Advisers
N/A—162,984-162,984-100%$17.8M———
MML Investors Services, LLC
N/A—160,147-160,147-100%$17.5M———
Susquehanna International Group, LLP
N/A—156,227-156,227-100%$17.1M———
Leavell Investment Management, Inc.
N/A—148,537-148,537-100%$16.3M———
BNP Paribas Financial Markets
N/A—145,041-145,041-100%$15.9M———
Dakota Wealth Management
N/A—144,797-144,797-100%$15.8M———
Horizon Investments, LLC
N/A—140,410-140,410-100%$15.1M———
Evelyn Partners Group Ltd
N/A—136,776-136,776-100%$21.5M———
Pure Financial Advisors, LLC
N/A—133,756-133,756-100%$14.6M———
NorthCoast Asset Management LLC
N/A—130,505-130,505-100%$14.3M———
Lutz Financial Services LLC
N/A—129,565-129,565-100%$14.2M———
Marino Management, LLC
N/A—126,194-126,194-100%$13.9M———
Equitable Holdings, Inc.
N/A—122,333-122,333-100%$13.4M———
Quadrature Capital Ltd
N/A—114,549-114,549-100%$12.5M———
Twin Focus Capital Partners, LLC
N/A—114,397-114,397-100%$12.5M———
Focus Partners Wealth
N/A—110,001-110,001-100%$12.0M———
Global Endowment Management, LP
N/A—109,883-109,883-100%$12.0M———
Strategic Investment Advisors / MI
N/A—107,949-107,949-100%$11.8M———
Summit Financial, LLC
N/A—105,603-105,603-100%$11.6M———
Jones Financial Companies Lllp
N/A—102,172-102,172-100%$11.2M———
Cerity Partners LLC
N/A—100,854-100,854-100%$11.0M———
Mustico Financial Group, Inc.
N/A—96,317-96,317-100%$11.2M———
Sanctuary Advisors, LLC
N/A—96,263-96,263-100%$10.5M———
Baird Financial Group, Inc.
N/A—95,860-95,860-100%$10.5M———
Private Advisor Group, LLC
N/A—90,093-90,093-100%$9.9M———
Mercer Global Advisors Inc
N/A—88,037-88,037-100%$9.6M———
Tidal Investments LLC
N/A—87,400-87,400-100%$9.5M———
All Terrain Financial Advisors, LLC
N/A—86,243-86,243-100%$9.4M———
Manufacturers Life Insurance Company, the
N/A—84,313-84,313-100%$9.2M———
One Wealth Map LLC
N/A—79,899-79,899-100%$8.6M———
Mariner, LLC
N/A—77,591-77,591-100%$8.5M———
Asset Management Group, Inc.
N/A—75,301-75,301-100%$8.2M———
Easterly Investment Partners LLC
N/A—73,080-73,080-100%$8.0M———
Principal Securities, Inc.
N/A—72,433-72,433-100%$7.9M———
Sumitomo Mitsui Financial Group, Inc.
N/A—71,821-71,821-100%$7.9M———
a16z Perennial Management, L.P.
N/A—69,075-69,075-100%$7.6M———
Guggenheim Capital LLC
N/A—68,880-68,880-100%$7.5M———
First National Bank & Trust Co of Newtown
N/A—65,861-65,861-100%$7.1M———
Chesapeake Capital Corp
N/A—64,919-64,919-100%$7.1M———
Steward Partners Investment Advisory, LLC
N/A—64,660-64,660-100%$7.1M———
Waverly Advisors, LLC
N/A—63,334-63,334-100%$6.9M———
Hirtle & Co., LLC
N/A—62,975-62,975-100%$6.9M———
Stelac Advisory Services LLC
N/A—62,544-62,544-100%$6.8M———
OneDigital Investment Advisors LLC
N/A—60,711-60,711-100%$6.6M———
Callan Family Office, LLC
N/A—58,511-58,511-100%$6.4M———
Wealthspire Retirement, LLC
N/A—58,325-58,325-100%$6.4M———
Perissos Private Wealth Management, LLC
N/A—58,305-58,305-100%$6.4M———
Fairview Capital Investment Management, LLC
N/A—57,826-57,826-100%$6.3M———
Connable Office Inc
N/A—57,274-57,274-100%$6.3M———
Migdal Insurance & Financial Holdings Ltd.
N/A—57,153-57,153-100%$6.3M———
SSA Swiss Advisors AG
N/A—56,668-56,668-100%$6.2M———
Alliancebernstein L.P.
N/A—56,006-56,006-100%$6.2M———
Envestnet Portfolio Solutions, Inc.
N/A—53,913-53,913-100%$5.9M———
Rather & Kittrell, Inc.
N/A—53,781-53,781-100%$5.9M———
Great Valley Advisor Group, Inc.
N/A—53,660-53,660-100%$5.9M———
Impact Partnership Wealth, LLC
N/A—51,813-51,813-100%$5.7M———
Brightwater Advisory LLC
N/A—50,451-50,451-100%$5.5M———
Blair William & Co
N/A—48,793-48,793-100%$5.3M———
Janney Montgomery Scott LLC
N/A—47,913-47,913-100%$5.2M———
Commerce Bank
N/A—46,682-46,682-100%$5.1M———
Neuberger Berman Group LLC
N/A—45,173-45,173-100%$4.9M———
Savant Capital, LLC
N/A—45,040-45,040-100%$4.9M———
Crabel Capital Management, LLC
N/A—43,981-43,981-100%$4.8M———
Minot DeBlois Advisors LLC
N/A—42,133-42,133-100%$4.6M———
49 Wealth Management, LLC
N/A—41,621-41,621-100%$4.6M———
Alongside, LLC
N/A—41,621-41,621-100%$4.6M———
Rathbones Group PLC
N/A—41,547-41,547-100%$4.5M———
Captrust Financial Advisors
N/A—41,282-41,282-100%$4.5M———
Advisory Services Network, LLC
N/A—40,693-40,693-100%$4.5M———
Addison Capital Co
N/A—39,446-39,446-100%$4.3M———
Rothschild Wealth LLC
N/A—39,009-39,009-100%$4.3M———
Mrwm Advisors, LLC
N/A—38,959-38,959-100%$4.3M———
NewEdge Advisors, LLC
N/A—38,069-38,069-100%$4.2M———
Cornerstone Financial Group, LLC
N/A—37,800-37,800-100%$4.1M———
First Trust Advisors LP
N/A—37,751-37,751-100%$4.1M———
Edgestream Partners, L.P.
N/A—37,512-37,512-100%$4.1M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—37,502-37,502-100%$4.1M———
M&T Bank Corp
N/A—37,367-37,367-100%$4.1M———
United Services Automobile Association
N/A—37,288-37,288-100%$4.1M———
Betterment LLC
N/A—37,056-37,056-100%$4.1M———
Private Advisory Group LLC
N/A—36,242-36,242-100%$4.0M———
Franklin Resources Inc
N/A—35,761-35,761-100%$3.9M———
SG Americas Securities, LLC
N/A—35,109-35,109-100%$3.8M———
Citadel Advisors LLC
N/A—34,866-34,866-100%$3.8M———
Sequent Planning LLC
N/A—34,829-34,829-100%$3.8M———
Barclays PLC
N/A—34,714-34,714-100%$3.8M———
Viaable, LLC
N/A—34,678-34,678-100%$3.8M———
Bragg Financial Advisors, Inc
N/A—34,190-34,190-100%$3.7M———
Cordant, Inc.
N/A—33,568-33,568-100%$3.7M———
Foster & Motley Inc
N/A—33,079-33,079-100%$3.6M———
Nwam LLC
N/A—33,015-33,015-100%$3.6M———
Orion Porfolio Solutions, LLC
N/A—32,525-32,525-100%$3.6M———
Benjamin Edwards Inc
N/A—31,861-31,861-100%$3.5M———
Fortis Group Advisors, LLC
N/A—31,459-31,459-100%$3.4M———
Transamerica Financial Advisors, LLC
N/A—31,052-31,052-100%$3.4M———
Bank of Montreal
N/A—30,434-30,434-100%$3.3M———
BTG Pactual Asset Management US LLC
N/A—29,614-29,614-100%$3.1M———
United Capital Financial Advisors, LLC
N/A—27,099-27,099-100%$3.0M———
Bleakley Financial Group, LLC
N/A—26,907-26,907-100%$2.9M———
Coastal Bridge Advisors, LLC
N/A—26,572-26,572-100%$2.9M———
Insigneo Advisory Services, LLC
N/A—26,205-26,205-100%$2.9M———
CIBC World Market Inc.
N/A—25,798-25,798-100%$2.8M———
Calton & Associates, Inc.
N/A—25,274-25,274-100%$2.8M———
National Bank of Canada
N/A—25,154-25,154-100%$2.8M———
Millennium Management LLC
N/A—23,934-23,934-100%$2.6M———
Tower Research Capital LLC (TRC)
N/A—23,392-23,392-100%$2.6M———
Invictus Private Wealth, LLC
N/A—22,647-22,647-100%$2.5M———
Arkadios Wealth Advisors
N/A—21,826-21,826-100%$2.4M———
Heritage Trust Co
N/A—21,667-21,667-100%$2.4M———
Hilltop Holdings Inc.
N/A—21,143-21,143-100%$2.3M———
Savvy Advisors, Inc.
N/A—21,084-21,084-100%$2.3M———
Belpointe Asset Management LLC
N/A—20,914-20,914-100%$2.3M———
Tiaa Trust, National Association
N/A—20,869-20,869-100%$2.3M———
Arax Advisory Partners
N/A—20,605-20,605-100%$2.3M———
Wealthedge Investment Advisors, LLC
N/A—20,524-20,524-100%$2.2M———
Ausdal Financial Partners, Inc.
N/A—20,395-20,395-100%$2.2M———
Money Concepts Capital Corp
N/A—20,035-20,035-100%$2.2M———
Vestmark Advisory Solutions, Inc.
N/A—19,752-19,752-100%$2.2M———
Financial Engines Advisors L.L.C.
N/A—19,335-19,335-100%$2.1M———
WealthCollab, LLC
N/A—18,851-18,851-100%$2.1M———
HRT Financial LP
N/A—18,776-18,776-100%$2.1M———
DV Trading LLC
N/A—18,720-18,720-100%$2.0M———
First American Trust, FSB
N/A—18,645-18,645-100%$2.0M———
Fortune Financial Advisors, LLC
N/A—18,287-18,287-100%$2.0M———
VestGen Investment Management
N/A—18,065-18,065-100%$2.0M———
Biondo Investment Advisors, LLC
N/A—17,139-17,139-100%$1.9M———
AQR Capital Management LLC
N/A—16,861-16,861-100%$1.8M———
Integrated Wealth Concepts LLC
N/A—16,801-16,801-100%$1.8M———
Jump Financial, LLC
N/A—16,679-16,679-100%$1.8M———
Deutsche Bank Ag\
N/A—16,631-16,631-100%$1.8M———
Advisors Preferred, LLC
N/A—16,483-16,483-100%$1.8M———
Mosaic Family Wealth Partners, LLC
N/A—16,365-16,365-100%$1.8M———
Mutual Advisors, LLC
N/A—16,269-16,269-100%$1.8M———
Bartlett & Co. Wealth Management LLC
N/A—16,128-16,128-100%$1.8M———
Zhang Financial LLC
N/A—15,922-15,922-100%$1.7M———
Harbour Investments, Inc.
N/A—15,888-15,888-100%$1.7M———
Peapack Gladstone Financial Corp
N/A—15,572-15,572-100%$1.7M———
Fiducient Advisors LLC
N/A—15,338-15,338-100%$1.7M———
PFG Investments, LLC
N/A—15,180-15,180-100%$1.7M———
Madden Advisory Services, Inc.
N/A—15,162-15,162-100%$1.7M———
Arete Wealth Advisors, LLC
N/A—14,961-14,961-100%$1.6M———
Global Retirement Partners, LLC
N/A—14,797-14,797-100%$1.6M———
Flow Traders U.S. LLC
N/A—14,489-14,489-100%$1.6M———
Darden Wealth Group Inc
N/A—14,188-14,188-100%$1.6M———
Stillwater Private Wealth, LLC
N/A—14,098-14,098-100%$1.5K———
Qube Research & Technologies Ltd
N/A—14,063-14,063-100%$1.5M———
EP Wealth Advisors, LLC
N/A—13,898-13,898-100%$1.5M———
Maridea Wealth Management LLC
N/A—13,843-13,843-100%$1.5M———
Exit Wealth Advisors, Llc.
N/A—13,642-13,642-100%$1.5M———
Legal & General Group Plc
N/A—13,610-13,610-100%$1.5M———
SouthState Bank Corp
N/A—13,270-13,270-100%$1.5M———
Modern Wealth Management, LLC
N/A—13,065-13,065-100%$1.4M———
Ameritas Advisory Services, LLC
N/A—12,776-12,776-100%$1.4M———
American Investment Services, Inc.
N/A—12,455-12,455-100%$1.4M———
Gould Asset Management LLC
N/A—12,244-12,244-100%$1.3M———
Kingsview Wealth Management, LLC
N/A—12,207-12,207-100%$1.3M———
Snowden Capital Advisors LLC
N/A—12,125-12,125-100%$1.3M———
Brookwood Investment Group LLC
N/A—11,925-11,925-100%$1.3M———
Prudential PLC
N/A—11,900-11,900-100%$1.3M———
Performance Wealth Partners, LLC
N/A—11,495-11,495-100%$1.3M———
FourThought Financial Partners, LLC
N/A—11,368-11,368-100%$1.2M———
CreativeOne Wealth, LLC
N/A—11,340-11,340-100%$1.2M———
Alesco Advisors, LLC, An ESL Co
N/A—11,217-11,217-100%$1.2M———
OneAscent Financial Services LLC
N/A—11,076-11,076-100%$1.2M———
Two Sigma Securities, LLC
N/A—10,944-10,944-100%$1.2M———
Bank of Marin
N/A—10,792-10,792-100%$1.2M———
Note Advisors, LLC
N/A—10,763-10,763-100%$1.2M———
McCartney Wealth Management LLC
N/A—10,676-10,676-100%$1.2M———
Bearing Point Capital, LLC
N/A—10,662-10,662-100%$1.2M———
Engineers Gate Manager LP
N/A—10,586-10,586-100%$1.2M———
&partners
N/A—10,559-10,559-100%$1.2M———
Cofg Advisors, LLC
N/A—10,228-10,228-100%$1.1M———
Pinnacle Financial Partners, Inc.
N/A—10,163-10,163-100%$1.1M———
Pine Valley Investments Ltd Liability Co
N/A—9,981-9,981-100%$1.1M———
Gateway Wealth Partners, LLC
N/A—9,888-9,888-100%$1.1M———
Fox Hill Wealth Management
N/A—9,865-9,865-100%$1.1M———
GeoWealth Management, LLC
N/A—9,729-9,729-100%$1.1M———
Elm Partners Management LLC
N/A—9,410-9,410-100%$1.0M———
Focus Partners Advisor Solutions, LLC
N/A—9,308-9,308-100%$1.0M———
Nest Investments, LLC
N/A—9,196-9,196-100%$1.0M———
Merit Financial Group, LLC
N/A—9,101-9,101-100%$996.0K———
Stratos Wealth Advisors, LLC
N/A—8,585-8,585-100%$939.5K———
Seldon Capital LP
N/A—8,515-8,515-100%$931.8K———
Sovereign Financial Group, Inc.
N/A—8,426-8,426-100%$922.1K———
Cresset Asset Management, LLC
N/A—8,415-8,415-100%$920.9K———
Atlantic Union Bankshares Corp
N/A—8,278-8,278-100%$905.9K———
Itau Unibanco Holding S.A.
N/A—8,180-8,180-100%$895.1K———
Dorsey & Whitney Trust Co LLC
N/A—8,089-8,089-100%$885.2K———
Keel Point, LLC
N/A—8,087-8,087-100%$885.0K———
Stock Yards Bank & Trust Co
N/A—8,060-8,060-100%$882.0K———
IHT Wealth Management, LLC
N/A—7,782-7,782-100%$851.6K———
Allworth Financial LP
N/A—7,579-7,579-100%$829.4K———
National Philanthropic Trust
N/A—7,515-7,515-100%$822.4K———
Tower Bridge Advisors
N/A—7,478-7,478-100%$818.3K———
Clark Capital Management Group, Inc.
N/A—7,336-7,336-100%$802.8K———
Capital Analysts, LLC
N/A—7,217-7,217-100%$790.0K———
Jane Street Group, LLC
N/A—7,193-7,193-100%$787.1K———
AE Wealth Management LLC
N/A—7,135-7,135-100%$780.8K———
Regal Investment Advisors LLC
N/A—6,940-6,940-100%$759.4K———
Jaffetilchin Investment Partners, LLC
N/A—6,751-6,751-100%$738.7K———
Faithward Advisors, LLC
N/A—6,732-6,732-100%$736.7K———
Smith, Moore & Co.
N/A—6,715-6,715-100%$734.8K———
Tranquilli Financial Advisor LLC
N/A—6,598-6,598-100%$722.0K———
Turim 21 Investimentos Ltda.
N/A—6,570-6,570-100%$719.0K———
Interactive Financial Advisors, Inc.
N/A—6,536-6,536-100%$714.8K———
Legacy PCG, LLC
N/A—6,535-6,535-100%$698.3K———
WealthTrust Axiom LLC
N/A—6,500-6,500-100%$711.3K———
Gambit Capital Management, LLC
N/A—6,388-6,388-100%$699.0K———
Cauble & Harre Wealth Management, Inc.
N/A—6,312-6,312-100%$690.8K———
Red Wave Investments LLC
N/A—6,220-6,220-100%$680.7K———
Tiemann Investment Advisors, LLC
N/A—6,095-6,095-100%$667.0K———
10Elms LLP
N/A—6,022-6,022-100%$659.0K———
Avos Capital Management, LLC
N/A—5,975-5,975-100%$653.8K———
Summitry LLC
N/A—5,805-5,805-100%$635.2K———
Kovack Advisors, Inc.
N/A—5,635-5,635-100%$610.8K———
Silver OAK Securities, Incorporated
N/A—5,603-5,603-100%$613.2K———
XTX Topco Ltd
N/A—5,523-5,523-100%$604.4K———
CIBC Bancorp USA Inc.
N/A—5,482-5,482-100%$599.9K———
Stratos Wealth Partners, Ltd.
N/A—5,481-5,481-100%$599.8K———
Stephens Inc
N/A—5,473-5,473-100%$598.9K———
Moneta Group Investment Advisors LLC
N/A—5,470-5,470-100%$598.6K———
American Trust
N/A—5,387-5,387-100%$589.5K———
RIK Saylor Financial, Inc.
N/A—5,316-5,316-100%$581.8K———
Clarity Financial LLC
N/A—5,288-5,288-100%$578.6K———
American Financial Advisors, LLC
N/A—5,226-5,226-100%$571.9K———
Baldwin Investment Management, LLC
N/A—5,200-5,200-100%$569.0K———
BCS Private Wealth Management, Inc.
N/A—5,070-5,070-100%$554.8K———
Rosenblum Silverman Sutton S F Inc
N/A—5,070-5,070-100%$554.8K———
Alpha Financial Partners LLC
N/A—5,069-5,069-100%$554.7K———
Carr Financial Group Corp
N/A—5,033-5,033-100%$550.8K———
Fiduciary Trust Co
N/A—5,000-5,000-100%$547.2K———
Private Harbour Investment Management & Counsel, LLC
N/A—4,855-4,855-100%$531.3K———
Northern Trust Corp
N/A—4,792-4,792-100%$524.4K———
Vestwell Advisors, LLC
N/A—4,775-4,775-100%$5.2M———
Zinnia Wealth Advisory, LLC
N/A—4,713-4,713-100%$515.7K———
EFG International AG
N/A—4,684-4,684-100%$512.6K———
LaSalle St. Investment Advisors, LLC
N/A—4,639-4,639-100%$507.7K———
Summit Wealth Group, LLC
N/A—4,619-4,619-100%$505.4K———
Oder Investment Management, LLC
N/A—4,512-4,512-100%$493.7K———
Ancora Advisors LLCA
N/A—4,487-4,487-100%$491.0K———
Glen Eagle Advisors, LLC
N/A—4,388-4,388-100%$480.2K———
Godfrey Financial Associates, Inc.
N/A—4,311-4,311-100%$471.8K———
Hardy Reed LLC
N/A—4,272-4,272-100%$467.5K———
Invesco Ltd.
N/A—4,129-4,129-100%$451.8K———
Composition Wealth, LLC
N/A—4,119-4,119-100%$450.7K———
Barnes Pettey Financial Advisors, LLC
N/A—4,114-4,114-100%$450.2K———
Fisher Asset Management, LLC
N/A—4,103-4,103-100%$449.1K———
RWA Wealth Partners, LLC
N/A—4,078-4,078-100%$446.3K———
Valmark Advisers, Inc.
N/A—4,075-4,075-100%$445.9K———
ATLas Financial Planning LLC
N/A—4,070-4,070-100%$445.4K———
Tyche Wealth Partners LLC
N/A—4,056-4,056-100%$443.9K———
Dorsey Wright & Associates
N/A—4,015-4,015-100%$439.4K———
Gladstone Institutional Advisory LLC
N/A—4,006-4,006-100%$438.4K———
Clearstead Advisors, LLC
N/A—3,953-3,953-100%$432.5K———
Meridian Management Co
N/A—3,937-3,937-100%$430.9K———
JMG Financial Group, Ltd.
N/A—3,930-3,930-100%$430.1K———
EQ Wealth Advisors, LLC
N/A—3,887-3,887-100%$425.4K———
UBS Asset Management Americas LLC
N/A—3,865-3,865-100%$422.9K———
Western Wealth Management, LLC
N/A—3,847-3,847-100%$421.0K———
Houlihan Financial Resource Group, Ltd.
N/A—3,846-3,846-100%$420.9K———
Independent Family Office, LLC
N/A—3,836-3,836-100%$419.8K———
Sequoia Financial Advisors, LLC
N/A—3,833-3,833-100%$419.4K———
Wealthfront Advisers LLC
N/A—3,796-3,796-100%$415.4K———
Johnson Investment Counsel Inc
N/A—3,789-3,789-100%$414.6K———
BSW Wealth Partners
N/A—3,774-3,774-100%$413.0K———
Nomura Asset Management Co LTD
N/A—3,700-3,700-100%$404.9K———
Level Four Advisory Services, LLC
N/A—3,687-3,687-100%$403.5K———
Personal CFO Solutions, LLC
N/A—3,644-3,644-100%$398.8K———
Main Street Financial Solutions, LLC
N/A—3,635-3,635-100%$397.8K———
Brown Advisory Inc
N/A—3,622-3,622-100%$396.3K———
Flputnam Investment Management Co
N/A—3,611-3,611-100%$393.8K———
Rehmann Capital Advisory Group
N/A—3,521-3,521-100%$385.4K———
Banco Santander, S.A.
N/A—3,512-3,512-100%$384.3K———
Mason Investment Advisory Services, Inc.
N/A—3,500-3,500-100%$383.0K———
Mayflower Financial Advisors, LLC
N/A—3,494-3,494-100%$382.3K———
Moors & Cabot, Inc.
N/A—3,478-3,478-100%$380.6K———
Prelude Capital Management, LLC
N/A—3,460-3,460-100%$378.6K———
SageView Advisory Group, LLC
N/A—3,346-3,346-100%$366.2K———
Mission Creek Capital Partners, Inc.
N/A—3,340-3,340-100%$365.5K———
Oxford Financial Group, Ltd. LLC
N/A—3,327-3,327-100%$364.1K———
Ameritas Investment Partners, Inc.
N/A—3,310-3,310-100%$362.3K———
Boston Family Office LLC
N/A—3,300-3,300-100%$361.0K———
Quantinno Capital Management LP
N/A—3,264-3,264-100%$357.3K———
World Investment Advisors
N/A—3,255-3,255-100%$358.8K———
Westmount Partners, LLC
N/A—3,240-3,240-100%$354.6K———
Baker Avenue Asset Management, LP
N/A—3,154-3,154-100%$345.1K———
WFA of San Diego, LLC
N/A—3,114-3,114-100%$333.7K———
Clear Investment Research, LLC
N/A—3,090-3,090-100%$338.2K———
Foundations Investment Advisors, LLC
N/A—3,046-3,046-100%$333.3K———
Roundview Capital LLC
N/A—3,041-3,041-100%$332.8K———
Westfuller Advisors, LLC
N/A—3,025-3,025-100%$331.1K———
GHE, LLC
N/A—3,017-3,017-100%$330.2K———
Cardiff Park Advisors, LLC
N/A—3,011-3,011-100%$329.4K———
First National Bank of Omaha
N/A—3,009-3,009-100%$330.7K———
Safeguard Investment Advisory Group, LLC
N/A—2,941-2,941-100%$321.7K———
Pathstone Holdings, LLC
N/A—2,853-2,853-100%$312.2K———
Kintra Wealth, LLC
N/A—2,834-2,834-100%$303.7K———
Cannell & Spears LLC
N/A—2,785-2,785-100%$304.8K———
Forum Finance Group S.A.
N/A—2,770-2,770-100%$245———
Alan B Lancz & Associates, Inc.
N/A—2,725-2,725-100%$298.2K———
Nuveen, LLC
N/A—2,707-2,707-100%$296.2K———
Cary Street Partners Financial LLC
N/A—2,659-2,659-100%$291.0K———
Valued Retirements, Inc.
N/A—2,639-2,639-100%$288.8K———
N.E.W. Advisory Services LLC
N/A—2,621-2,621-100%$286.8K———
Northstar Advisory Group, LLC
N/A—2,594-2,594-100%$283.9K———
NewEdge Wealth, LLC
N/A—2,572-2,572-100%$281.5K———
Sykon Capital LLC
N/A—2,550-2,550-100%$279.0K———
King Wealth Management Group
N/A—2,475-2,475-100%$271.0K———
Smartleaf Asset Management LLC
N/A—2,468-2,468-100%$271.3K———
AlTi Global, Inc.
N/A—2,450-2,450-100%$268.1K———
American Wealth Advisors, LLC
N/A—2,418-2,418-100%$264.6K———
Stonehage Fleming Financial Services Holdings Ltd
N/A—2,405-2,405-100%$263.2K———
Werba Rubin Papier Wealth Management
N/A—2,386-2,386-100%$261.1K———
IFG Advisory, LLC
N/A—2,350-2,350-100%$257.2K———
KMT Wealth Management, LLC
N/A—2,348-2,348-100%$256.9K———
Investment Advisory Group, LLC
N/A—2,321-2,321-100%$253.9K———
Sankala Group LLC
N/A—2,321-2,321-100%$248.4K———
Bedel Financial Consulting, Inc.
N/A—2,310-2,310-100%$252.7K———
Proficio Capital Partners LLC
N/A—2,310-2,310-100%$252.8K———
Whittier Trust Co of Nevada Inc
N/A—2,300-2,300-100%$248.8K———
Capital Investment Management, Inc.
N/A—2,280-2,280-100%$249.5K———
Rodgers Brothers Inc.
N/A—2,243-2,243-100%$245.5K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—2,233-2,233-100%$244.4K———
JMN Financial LLC
N/A—2,200-2,200-100%$240.7K———
One Wealth Advisors, LLC
N/A—2,180-2,180-100%$238.6K———
Mainstay Capital Management LLC
N/A—2,164-2,164-100%$236.8K———
WJ Financial Advisors LLC
N/A—2,157-2,157-100%$236.0K———
Dearborn Partners LLC
N/A—2,100-2,100-100%$229.8K———
Rock Point Advisors, LLC
N/A—2,095-2,095-100%$229.3K———
Tribridge Partners Financial LLC
N/A—2,035-2,035-100%$218.5K———
Copia Wealth Management
N/A—2,030-2,030-100%$222.1K———
Avalon Trust Co
N/A—2,022-2,022-100%$221.2K———
Northstar Asset Management Inc
N/A—2,000-2,000-100%$218.9K———
Lazard Asset Management LLC
N/A—2,000-2,000-100%$218.9K———
Fourth Dimension Wealth, LLC
N/A—1,995-1,995-100%$218.3K———
Goldstone Financial Group, LLC
N/A—1,995-1,995-100%$218.3K———
Wealth Alliance, LLC
N/A—1,985-1,985-100%$217.3K———
Vista Capital Partners, Inc.
N/A—1,971-1,971-100%$215.7K———
Prostatis Group LLC
N/A—1,935-1,935-100%$211.8K———
Pinnacle Holdings, LLC
N/A—1,933-1,933-100%$211.6K———
Texas Yale Capital Corp.
N/A—1,900-1,900-100%$207.9K———
OFC Financial Planning, LLC
N/A—1,840-1,840-100%$201.4K———
Edmond de Rothschild Holding S.A.
N/A—1,840-1,840-100%$201.4K———
SOA Wealth Advisors, Llc.
N/A—1,830-1,830-100%$200.3K———
Webster Bank, N. A.
N/A—1,805-1,805-100%$197.5K———
Institute for Wealth Management, Llc.
N/A—1,774-1,774-100%$194.2K———
BFC Planning, Inc.
N/A—1,651-1,651-100%$180.7K———
Aptus Capital Advisors, LLC
N/A—1,483-1,483-100%$162.3K———
Continuum Advisory, LLC
N/A—1,319-1,319-100%$144.3K———
C M Bidwell & Associates LTD
N/A—1,272-1,272-100%$139.2K———
UMB Bank, n.a.
N/A—1,131-1,131-100%$123.8K———
Tidemark, LLC
N/A—1,127-1,127-100%$123.3K———
Reyl & Cie S.A.
N/A—1,000-1,000-100%$110.7K———
Wellington Grp LLC
N/A—982-982-100%$108.4K———
Geneos Wealth Management Inc.
N/A—934-934-100%$102.2K———
Lowe Brockenbrough & Co Inc
N/A—875-875-100%$95.7K———
Medallion Wealth Advisors, LLC
N/A—866-866-100%$94.8K———
Consultiva Wealth Management, Corp.
N/A—853-853-100%$93.3K———
Strategic Wealth Partners, Ltd.
N/A—803-803-100%$87.9K———
Rialto Wealth Management, LLC
N/A—764-764-100%$83.6K———
Steigerwald, Gordon & Koch Inc.
N/A—740-740-100%$81.0K———
Ameriflex Group, Inc.
N/A—737-737-100%$80.7K———
Boyd Watterson Asset Management LLC
N/A—719-719-100%$78.7K———
Wellington-Altus USA Inc.
N/A—710-710-100%$78.4K———
Rothschild Investment LLC
N/A—694-694-100%$75.9K———
Crewe Advisors LLC
N/A—652-652-100%$71.3K———
FWL Investment Management, LLC
N/A—643-643-100%$70.4K———
Raffa Wealth Management, LLC
N/A—631-631-100%$69.1K———
Fiduciary Financial Advisors
N/A—630-630-100%$68.9K———
Three Bearings Fiduciary Advisors, Inc.
N/A—610-610-100%$66.8K———
Banque Transatlantique SA
N/A—577-577-100%$63.1K———
Quarry LP
N/A—560-560-100%$61.3K———
Pinney & Scofield, Inc.
N/A—553-553-100%$60.5K———
Nalls Sherbakoff Group, LLC
N/A—545-545-100%$59.6K———
Strategic Investment Solutions, Inc.
N/A—520-520-100%$56.9K———
Front Row Advisors LLC
N/A—519-519-100%$55.5K———
Seneschal Advisors, LLC
N/A—491-491-100%$53.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—483-483-100%$52.9K———
Timbuktu Capital Management, LLC
N/A—475-475-100%$52.0K———
Founders Financial Alliance, LLC
N/A—459-459-100%$50.2K———
Strategic Wealth Advisors LLC
N/A—405-405-100%$44.0K———
Regatta Research & Money Management
N/A—385-385-100%$42.1K———
Brown Brothers Harriman & Co
N/A—377-377-100%$41.3K———
Bessemer Group Inc
N/A—358-358-100%$30.0K———
IMA Advisory Services, Inc.
N/A—356-356-100%$38.9K———
Ballast Advisors LLC
N/A—331-331-100%$36.2K———
Kayne Anderson Rudnick Investment Management LLC
N/A—287-287-100%$31.4K———
Truvestments Capital LLC
N/A—285-285-100%$31.2K———
Caldwell Sutter Capital, Inc.
N/A—260-260-100%$28.5K———
Boreal Capital Management LLC
N/A—230-230-100%$25.2K———
Burnham & Co LLC
N/A—200-200-100%$21.9K———
Game Plan Financial Advisors, LLC
N/A—185-185-100%$20.2K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—181-181-100%$19.8K———
Park Square Financial Group, LLC
N/A—142-142-100%$15.5K———
Private Wealth Asset Management, LLC
N/A—140-140-100%$15.3K———
Glassman Wealth Services
N/A—137-137-100%$15.0K———
ST Germain D J Co Inc
N/A—136-136-100%$14.9K———
Vanguard Advisers Inc
N/A—132-132-100%$14.4K———
Bravera Wealth
N/A—131-131-100%$14.3K———
Nova Wealth Management, Inc.
N/A—103-103-100%$11.3K———
HM Payson & Co
N/A—100-100-100%$10.9K———
IAG Wealth Partners, LLC
N/A—100-100-100%$10.9K———
Tiaa Wealth Investment Management LLC
N/A—96-96-100%$10.5K———
CNB Bank
N/A—90-90-100%$9.8K———
Anchor Investment Management, LLC
N/A—87-87-100%$9.5K———
Bank of the Bluegrass & Trust Co.
N/A—60-60-100%$6.2K———
Vision Retirement, LLC
N/A—59-59-100%$6.5K———
Atomic Invest LLC
N/A—57-57-100%$6.3K———
Colonial Trust Advisors
N/A—51-51-100%$5.5K———
USA Financial Formulas
N/A—46-46-100%$5.0K———
Evolution Advisers, Inc.
N/A—42-42-100%$4———
Cbiz Investment Advisory Services, LLC
N/A—30-30-100%$3.3K———
Integrity Financial Corp
N/A—29-29-100%$3.2K———
FAS Wealth Partners, Inc.
N/A—27-27-100%$3.0K———
Russell Investments Group, Ltd.
N/A—26-26-100%$2.8K———
SHP Wealth Management
N/A—25-25-100%$2.7K———
Delos Wealth Advisors, LLC
N/A—20-20-100%$2.2K———
Darwin Wealth Management, LLC
N/A—19-19-100%$2.1K———
Kiker Wealth Management, LLC
N/A—14-14-100%$1.5K———
New Republic Capital, LLC
N/A—10-10-100%$1.1K———
Smithfield Trust Co
N/A—9-9-100%$0———
Richard W. Paul & Associates, LLC
N/A—9-9-100%$985———
Caitlin John, LLC
N/A—8-8-100%$875———
Vanguard National Trust Co
N/A—8-8-100%$875———
Coppell Advisory Solutions LLC
N/A—7-7-100%$14.5M———
O'shaughnessy Asset Management, LLC
N/A—7-7-100%$766———
Atlas Capital Advisors Inc.
N/A—6-6-100%$656———
Financial Gravity Companies, Inc.
N/A—2-2-100%$164———
1 North Wealth Services LLC
N/A—2-2-100%$191———
Hantz Financial Services, Inc.
N/A—1-1-100%$0———
Dogwood Wealth Management LLC
N/A—00—$35———
Showing 1089 of 1089 institutions