IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishares MBS ETF (MBB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Truist Financial Corp
DECREASED
Shares4,650,231 from 5,541,462
Change-891,231 (-16%)
Value$416.8M (-$107.0M)
Filed 2026-10-30
Midland Wealth Advisors, LLC
INCREASED
Shares3,196,616 from 2,518,894
Change+677,722 (+27%)
Value$286.5M (+$48.4M)
Filed 2026-10-26
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares2,059,309 from 1,957,539
Change+101,770 (+5%)
Value$184.6M (-$471.3K)
Filed 2026-10-14
Ferguson Wellman Capital Management, Inc
INCREASED
Shares1,711,063 from 1,544,469
Change+166,594 (+11%)
Value$153.3M (+$7.4M)
Filed 2026-10-05
Asset Management One Co., Ltd.
INCREASED
Shares1,248,299 from 1,225,691
Change+22,608 (+2%)
Value$111.9M (-$4.0M)
Filed 2026-10-27
Bank of New York Mellon Corp
DECREASED
Shares1,028,056 from 2,420,276
Change-1,392,220 (-58%)
Value$92.1M (-$136.6M)
Filed 2026-11-05
Blue Trust, Inc.
DECREASED
Shares904,461 from 966,223
Change-61,762 (-6%)
Value$81.1M (-$10.3M)
Filed 2026-10-15
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares839,309 from 1,549,507
Change-710,198 (-46%)
Value$75.2M (-$71.2M)
Filed 2026-11-03
Exchange Traded Concepts, LLC
DECREASED
Shares820,807 from 870,621
Change-49,814 (-6%)
Value$73.6M (-$8.7M)
Filed 2026-10-28
Nottingham Advisors, Inc.
DECREASED
Shares787,190 from 816,347
Change-29,157 (-4%)
Value$70.4M (-$6.2M)
Filed 2026-10-29
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares768,970 from 713,705
Change+55,265 (+8%)
Value$68.9M (+$1.5M)
Filed 2026-10-29
Klaas Financial Asset Advisors, LLC
INCREASED
Shares755,894 from 733,132
Change+22,762 (+3%)
Value$67.7M (-$1.6M)
Filed 2026-10-19
Rockland Trust Co
INCREASED
Shares663,553 from 640,701
Change+22,852 (+4%)
Value$59.5M (-$1.1M)
Filed 2026-10-05
Willis Johnson Wealth, Inc.
INCREASED
Shares637,117 from 622,437
Change+14,680 (+2%)
Value$57.1M (-$1.7M)
Filed 2026-11-03
State of Michigan Retirement System
UNCHANGED
Shares600,000 from 600,000
Change0 (0%)
Value$53.8M (-$2.9M)
Filed 2026-10-27
iA Global Asset Management Inc.
INCREASED
Shares583,226 from 284,376
Change+298,850 (+105%)
Value$52.3K (-$26.8M)
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares574,772 from 594,470
Change-19,698 (-3%)
Value$51.6M (-$4.1M)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares547,956 from 745,517
Change-197,561 (-26%)
Value$49.1M (-$21.4M)
Filed 2026-11-02
Constellation Investments, Inc.
UNCHANGED
Shares495,924 from 495,924
Change0 (0%)
Value$44.4M (-$2.4M)
Filed 2026-10-28
Northside Capital Management, LLC
INCREASED
Shares487,886 from 394,193
Change+93,693 (+24%)
Value$43.7M (+$6.5M)
Filed 2026-10-13
Modera Wealth Management, LLC
INCREASED
Shares439,400 from 309,599
Change+129,801 (+42%)
Value$39.4M (+$10.1M)
Filed 2026-10-28
Avidian Wealth Enterprises, LLC
DECREASED
Shares439,200 from 448,842
Change-9,642 (-2%)
Value$39.4M (-$3.1M)
Filed 2026-10-08
Bangor Savings Bank
INCREASED
Shares429,111 from 422,012
Change+7,099 (+2%)
Value$38.5M (-$1.4M)
Filed 2026-10-06
Kestra Investment Management, LLC
INCREASED
Shares413,036 from 395,483
Change+17,553 (+4%)
Value$37.0M (-$364.8K)
Filed 2026-11-04
Conning Inc.
UNCHANGED
Shares387,672 from 387,672
Change0 (0%)
Value$34.7M (-$1.9M)
Filed 2026-10-27
NAN Fung Trinity (HK) Ltd
UNCHANGED
Shares349,200 from 349,200
Change0 (0%)
Value$31.3M (-$1.7M)
Filed 2026-11-06
Integrity Alliance, Llc.
INCREASED
Shares328,369 from 305,701
Change+22,668 (+7%)
Value$29.4M (+$533.6K)
Filed 2026-10-29
Bernardo Wealth Planning LLC
INCREASED
Shares323,546 from 148,098
Change+175,448 (+118%)
Value$29.0M (+$15.0M)
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares320,852 from 482,476
Change-161,624 (-33%)
Value$28.8K (-$45.6M)
Filed 2026-11-02
Vise Technologies, Inc.
DECREASED
Shares302,110 from 429,639
Change-127,529 (-30%)
Value$27.1M (-$13.5M)
Filed 2026-10-29
US Bancorp \de\
DECREASED
Shares298,084 from 300,474
Change-2,390 (-1%)
Value$26.7M (-$1.7M)
Filed 2026-11-05
Confluence Investment Management LLC
DECREASED
Shares290,234 from 303,528
Change-13,294 (-4%)
Value$26.0M (-$2.7M)
Filed 2026-10-01
Parkside Investments, LLC
DECREASED
Shares286,128 from 345,053
Change-58,925 (-17%)
Value$25.6M (-$7.0M)
Filed 2026-10-20
Citigroup Inc
INCREASED
Shares262,570 from 62,874
Change+199,696 (+318%)
Value$23.5M (+$17.6M)
Filed 2026-11-04
Wealthcare Advisory Partners LLC
INCREASED
Shares261,546 from 242,028
Change+19,518 (+8%)
Value$23.4M (+$563.3K)
Filed 2026-10-21
Carnegie Investment Counsel
INCREASED
Shares252,613 from 251,825
Change+788 (+0%)
Value$22.6M (-$1.2M)
Filed 2026-10-20
Quattro Financial Advisors LLC
DECREASED
Shares240,218 from 241,622
Change-1,404 (-1%)
Value$21.5M (-$1.3M)
Filed 2026-10-15
Arvest Investments, Inc.
INCREASED
Shares237,371 from 224,016
Change+13,355 (+6%)
Value$21.3M (+$99.2K)
Filed 2026-10-21
Brookstone Capital Management
DECREASED
Shares235,689 from 336,263
Change-100,574 (-30%)
Value$21.1M (-$10.7M)
Filed 2026-10-22
Lido Advisors, LLC
INCREASED
Shares229,810 from 14,125
Change+215,685 (+1527%)
Value$20.6M (+$19.3M)
Filed 2026-11-04
Market Street Wealth Management Advisors LLC
INCREASED
Shares220,982 from 2,981
Change+218,001 (+7313%)
Value$19.8M (+$19.5M)
Filed 2026-10-09
Sharkey, Howes & Javer
INCREASED
Shares220,271 from 215,214
Change+5,057 (+2%)
Value$19.7M (-$601.4K)
Filed 2026-10-22
McKinley Carter Wealth Services, Inc.
DECREASED
Shares206,345 from 208,830
Change-2,485 (-1%)
Value$18.5M (-$1.2M)
Filed 2026-10-16
State of New Jersey Common Pension Fund D
DECREASED
Shares200,000 from 700,000
Change-500,000 (-71%)
Value$17.9M (-$48.2M)
Filed 2026-11-05
RKL Wealth Management LLC
INCREASED
Shares196,709 from 191,867
Change+4,842 (+3%)
Value$17.6M (-$506.1K)
Filed 2026-10-16
SteelPeak Wealth, LLC
DECREASED
Shares192,869 from 207,334
Change-14,465 (-7%)
Value$17.3M (-$2.3M)
Filed 2026-10-16
Galvin, Gaustad & Stein, LLC
DECREASED
Shares191,296 from 196,122
Change-4,826 (-2%)
Value$17.1M (-$1.4M)
Filed 2026-10-08
Kestra Advisory Services, LLC
INCREASED
Shares180,913 from 104,693
Change+76,220 (+73%)
Value$16.2M (+$6.3M)
Filed 2026-11-02
Keybank National Association
DECREASED
Shares165,435 from 180,916
Change-15,481 (-9%)
Value$14.8M (-$2.3M)
Filed 2026-11-04
Courier Capital LLC
DECREASED
Shares165,130 from 255,874
Change-90,744 (-35%)
Value$14.8M (-$9.4M)
Filed 2026-10-19
Thrivent Financial for Lutherans
DECREASED
Shares164,655 from 477,900
Change-313,245 (-66%)
Value$14.7M (-$30.5M)
Filed 2026-11-05
BlueSky Wealth Advisors, LLC
DECREASED
Shares163,042 from 180,746
Change-17,704 (-10%)
Value$14.6M (-$2.5M)
Filed 2026-10-29
Farmers & Merchants Investments Inc
INCREASED
Shares157,087 from 149,687
Change+7,400 (+5%)
Value$14.1M (-$70.3K)
Filed 2026-10-22
Fifth Third Bancorp
DECREASED
Shares154,708 from 164,294
Change-9,586 (-6%)
Value$13.9M (-$1.7M)
Filed 2026-11-05
Boltwood Capital Management
INCREASED
Shares147,239 from 139,285
Change+7,954 (+6%)
Value$13.2M (+$30.3K)
Filed 2026-10-02
Creative Planning
INCREASED
Shares143,417 from 95,988
Change+47,429 (+49%)
Value$12.9M (+$3.8M)
Filed 2026-11-02
Cornerstone Management, Inc.
INCREASED
Shares133,455 from 129,845
Change+3,610 (+3%)
Value$12.0M (-$312.7K)
Filed 2026-10-16
Aafmaa Wealth Management & Trust LLC
INCREASED
Shares131,542 from 123,856
Change+7,686 (+6%)
Value$11.8M (+$81.9K)
Filed 2026-10-14
Knights of Columbus Asset Advisors LLC
INCREASED
Shares124,921 from 62,949
Change+61,972 (+98%)
Value$11.2M (+$5.2M)
Filed 2026-11-05
Westover Capital Advisors, LLC
DECREASED
Shares120,866 from 122,526
Change-1,660 (-1%)
Value$10.8M (-$749.1K)
Filed 2026-10-26
Cabot Wealth Management Inc
DECREASED
Shares118,907 from 125,676
Change-6,769 (-5%)
Value$10.7M (-$1.2M)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
INCREASED
Shares115,406 from 111,311
Change+4,095 (+4%)
Value$10.3M (-$178.4K)
Filed 2026-11-04
Smith Salley Wealth Management
DECREASED
Shares114,896 from 115,609
Change-713 (-1%)
Value$10.3M (-$630.4K)
Filed 2026-11-03
Perigon Wealth Management, LLC
DECREASED
Shares113,252 from 120,521
Change-7,269 (-6%)
Value$10.1M (-$1.2M)
Filed 2026-10-22
Heck Capital Advisors, LLC
DECREASED
Shares112,316 from 174,713
Change-62,397 (-36%)
Value$10.1M (-$6.4M)
Filed 2026-10-14
SAX Wealth Advisors, LLC
INCREASED
Shares109,264 from 79,719
Change+29,545 (+37%)
Value$9.8M (+$2.2M)
Filed 2026-10-13
Assetmark, Inc
DECREASED
Shares106,307 from 168,836
Change-62,529 (-37%)
Value$9.5M (-$6.4M)
Filed 2026-10-21
Pictet Asset Management Holding SA
UNCHANGED
Shares106,000 from 106,000
Change0 (0%)
Value$9.5M (-$519.4K)
Filed 2026-11-03
Ameraudi Asset Management, Inc.
INCREASED
Shares104,213 from 94,349
Change+9,864 (+10%)
Value$9.3M (+$421.7K)
Filed 2026-11-05
Choreo, LLC
INCREASED
Shares92,785 from 48,476
Change+44,309 (+91%)
Value$8.3M (+$3.7M)
Filed 2026-10-28
Procyon Advisors, LLC
INCREASED
Shares90,731 from 89,832
Change+899 (+1%)
Value$8.1M (-$359.6K)
Filed 2026-10-21
Park Avenue Securities LLC
DECREASED
Shares90,425 from 1,466,815
Change-1,376,390 (-94%)
Value$8.1K (-$138.6M)
Filed 2026-10-26
Bestgate Wealth Advisors, LLC
INCREASED
Shares87,512 from 26,179
Change+61,333 (+234%)
Value$7.8M (+$5.4M)
Filed 2026-10-13
Sima Wealth Partners, LLC
INCREASED
Shares86,165 from 81,410
Change+4,755 (+6%)
Value$7.7M (+$27.2K)
Filed 2026-10-19
Jmac Enterprises LLC
INCREASED
Shares83,741 from 81,180
Change+2,561 (+3%)
Value$7.5M (-$168.3K)
Filed 2026-10-30
Archford Capital Strategies, LLC
INCREASED
Shares80,055 from 68,826
Change+11,229 (+16%)
Value$7.2M (+$669.2K)
Filed 2026-10-19
Leuthold Group, LLC
DECREASED
Shares79,679 from 80,658
Change-979 (-1%)
Value$7.1M (-$483.0K)
Filed 2026-11-04
Blankinship & Foster, LLC
DECREASED
Shares76,981 from 79,582
Change-2,601 (-3%)
Value$6.9M (-$623.1K)
Filed 2026-10-19
Concurrent Investment Advisors, LLC
DECREASED
Shares75,261 from 105,404
Change-30,143 (-29%)
Value$6.7M (-$3.2M)
Filed 2026-10-16
Prime Capital Investment Advisors, LLC
INCREASED
Shares74,849 from 73,225
Change+1,624 (+2%)
Value$6.7M (-$213.2K)
Filed 2026-10-20
Traveka Wealth, LLC
INCREASED
Shares70,280 from 57,586
Change+12,694 (+22%)
Value$6.3M (+$855.4K)
Filed 2026-10-19
Winthrop Capital Management, LLC
INCREASED
Shares64,957 from 64,433
Change+524 (+1%)
Value$5.8M (-$268.5K)
Filed 2026-11-05
Abbington Investment Group
NEW
Shares63,594
Change+63,594
Value$5.7M
Filed 2026-11-03
Univest Financial Corp
INCREASED
Shares63,431 from 50,634
Change+12,797 (+25%)
Value$5.7M (+$898.8K)
Filed 2026-11-05
Retirement Systems of Alabama
INCREASED
Shares62,185 from 47,805
Change+14,380 (+30%)
Value$5.6M (+$1.1M)
Filed 2026-11-04
MMA Asset Management LLC
DECREASED
Shares62,115 from 63,833
Change-1,718 (-3%)
Value$5.6M (-$466.7K)
Filed 2026-11-02
Alternative Investment Advisors, Llc.
DECREASED
Shares61,995 from 64,070
Change-2,075 (-3%)
Value$5.6M (-$499.7K)
Filed 2026-11-03
Elevated Financial Group LLC
DECREASED
Shares61,641 from 85,206
Change-23,565 (-28%)
Value$5.5M (-$2.5M)
Filed 2026-10-16
Oppenheimer Asset Management Inc.
INCREASED
Shares59,575 from 56,224
Change+3,351 (+6%)
Value$5.3M (+$24.8K)
Filed 2026-10-27
McNaughton Wealth Management, LLC
DECREASED
Shares59,347 from 70,197
Change-10,850 (-15%)
Value$5.3M (-$1.3M)
Filed 2026-10-09
Columbus Macro, LLC
INCREASED
Shares58,680 from 52,125
Change+6,555 (+13%)
Value$5.3M (+$332.0K)
Filed 2026-10-14
Farther Finance Advisors, LLC
DECREASED
Shares58,541 from 114,643
Change-56,102 (-49%)
Value$5.2M (-$5.6M)
Filed 2026-10-08
International Private Wealth Advisors LLC
INCREASED
Shares58,483 from 56,994
Change+1,489 (+3%)
Value$5.2M (-$145.8K)
Filed 2026-11-05
Advus Financial Partners, LLC
INCREASED
Shares57,684 from 53,956
Change+3,728 (+7%)
Value$5.2M (+$69.8K)
Filed 2026-10-20
Client 1ST Advisory Group, LLC
INCREASED
Shares56,956 from 54,539
Change+2,417 (+4%)
Value$5.1M (-$50.6K)
Filed 2026-10-19
Monument Capital Management
INCREASED
Shares56,820 from 52,580
Change+4,240 (+8%)
Value$5.1M (+$122.3K)
Filed 2026-10-09
ARQ Wealth Advisors, LLC
INCREASED
Shares54,851 from 30,582
Change+24,269 (+79%)
Value$4.9M (+$2.1M)
Filed 2026-10-29
Signal Advisors Wealth, LLC
DECREASED
Shares53,346 from 63,652
Change-10,306 (-16%)
Value$4.8M (-$1.2M)
Filed 2026-10-13
First Citizens Bank & Trust Co
DECREASED
Shares52,422 from 53,441
Change-1,019 (-2%)
Value$4.7M (-$353.2K)
Filed 2026-10-14
Endeavor Private Wealth, Inc.
DECREASED
Shares50,723 from 52,378
Change-1,655 (-3%)
Value$4.5M (-$405.0K)
Filed 2026-11-05
Insight Wealth Strategies, LLC
INCREASED
Shares49,492 from 47,915
Change+1,577 (+3%)
Value$4.4M (-$69.5K)
Filed 2026-10-09
Liberty Atlantic Advisors LLC
INCREASED
Shares48,975 from 40,494
Change+8,481 (+21%)
Value$4.4M (+$561.6K)
Filed 2026-10-14
Naples Global Advisors, LLC
INCREASED
Shares48,838 from 40,867
Change+7,971 (+20%)
Value$4.4M (+$514.1K)
Filed 2026-11-05
Investment Partners, Ltd.
NEW
Shares47,764
Change+47,764
Value$4.3M
Filed 2026-10-29
Aureum Wealth Management, LLC
DECREASED
Shares47,490 from 93,670
Change-46,180 (-49%)
Value$4.3M (-$4.6M)
Filed 2026-10-15
Independent Financial Group, LLC
DECREASED
Shares46,994 from 52,467
Change-5,473 (-10%)
Value$4.2M (-$747.6K)
Filed 2026-10-13
Essential Planning, Llc.
DECREASED
Shares46,880 from 49,158
Change-2,278 (-5%)
Value$4.2M (-$445.0K)
Filed 2026-10-21
Integrity Advisory Solutions, LLC
INCREASED
Shares45,541 from 38,894
Change+6,647 (+17%)
Value$4.1M (+$405.1K)
Filed 2026-10-29
Fermata Advisors, LLC
INCREASED
Shares44,822 from 39,468
Change+5,354 (+14%)
Value$4.0M (+$286.4K)
Filed 2026-10-13
Capital Investment Advisors, LLC
INCREASED
Shares44,711 from 20,315
Change+24,396 (+120%)
Value$4.0M (+$2.1M)
Filed 2026-10-22
Bigelow Investment Advisors, LLC
INCREASED
Shares44,044 from 42,212
Change+1,832 (+4%)
Value$3.9M (-$42.7K)
Filed 2026-10-13
Brucke Financial, Inc.
DECREASED
Shares42,242 from 50,145
Change-7,903 (-16%)
Value$3.8M (-$954.0K)
Filed 2026-10-23
Jacobi Capital Management LLC
INCREASED
Shares40,887 from 39,383
Change+1,504 (+4%)
Value$3.7M (-$58.2K)
Filed 2026-11-05
Axxcess Wealth Management, LLC
DECREASED
Shares40,514 from 123,750
Change-83,236 (-67%)
Value$3.6M (-$8.1M)
Filed 2026-10-21
Elevation Point Wealth Partners, LLC
DECREASED
Shares40,050 from 79,532
Change-39,482 (-50%)
Value$3.6M (-$3.9M)
Filed 2026-11-05
Ashton Thomas Securities, LLC
INCREASED
Shares39,875 from 39,112
Change+763 (+2%)
Value$3.6M (-$121.6K)
Filed 2026-10-26
Intrua Financial, LLC
DECREASED
Shares39,235 from 39,280
Change-45 (0%)
Value$3.5M (-$196.5K)
Filed 2026-10-28
Integrated Advisors Network LLC
DECREASED
Shares38,900 from 40,348
Change-1,448 (-4%)
Value$3.5M (-$327.5K)
Filed 2026-10-20
Patten & Patten Inc
INCREASED
Shares38,727 from 33,680
Change+5,047 (+15%)
Value$3.5M (+$287.3K)
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
DECREASED
Shares37,893 from 74,289
Change-36,396 (-49%)
Value$3.4M (-$3.6M)
Filed 2026-11-03
TME Financial, Inc.
INCREASED
Shares37,352 from 35,656
Change+1,696 (+5%)
Value$3.3M (-$22.7K)
Filed 2026-10-14
Sovran Advisors, LLC
DECREASED
Shares36,721 from 74,622
Change-37,901 (-51%)
Value$3.4M (-$3.6M)
Filed 2026-11-02
Atria Investments, Inc
DECREASED
Shares36,544 from 194,292
Change-157,748 (-81%)
Value$3.3M (-$15.1M)
Filed 2026-10-15
Ascent Group, LLC
DECREASED
Shares36,388 from 311,099
Change-274,711 (-88%)
Value$3.3M (-$26.1M)
Filed 2026-10-30
Brian LOW Financial Group, LLC
INCREASED
Shares35,126 from 34,669
Change+457 (+1%)
Value$3.1M (-$128.9K)
Filed 2026-10-28
Sunesis Advisors, LLC
INCREASED
Shares34,444 from 34,314
Change+130 (+0%)
Value$3.1M (-$156.5K)
Filed 2026-10-26
Flagship Harbor Advisors, LLC
INCREASED
Shares33,709 from 32,764
Change+945 (+3%)
Value$3.0M (-$75.9K)
Filed 2026-10-26
Centennial Wealth Advisory LLC
DECREASED
Shares33,362 from 34,392
Change-1,030 (-3%)
Value$3.0M (-$261.1K)
Filed 2026-10-16
Diversified Portfolios, Inc.
INCREASED
Shares32,934 from 8,705
Change+24,229 (+278%)
Value$3.0M (+$2.1M)
Filed 2026-11-04
Newport Capital Group, LLC
NEW
Shares32,931
Change+32,931
Value$3.0M
Filed 2026-10-16
JGP Wealth Management, LLC
DECREASED
Shares30,689 from 41,797
Change-11,108 (-27%)
Value$2.8M (-$1.2M)
Filed 2026-10-13
Rossby Financial, LCC
INCREASED
Shares29,582 from 11,042
Change+18,540 (+168%)
Value$2.7M (+$1.6M)
Filed 2026-11-05
James Investment Research, Inc.
DECREASED
Shares29,109 from 30,175
Change-1,066 (-4%)
Value$2.6M (-$243.4K)
Filed 2026-10-22
Advisory Solutions Group, LLC
DECREASED
Shares28,386 from 30,454
Change-2,068 (-7%)
Value$2.5M (-$334.6K)
Filed 2026-10-14
DB Fitzpatrick & Co, Inc
DECREASED
Shares27,349 from 27,957
Change-608 (-2%)
Value$2.5M (-$191.5K)
Filed 2026-10-19
MGO One Seven LLC
DECREASED
Shares27,161 from 39,024
Change-11,863 (-30%)
Value$2.4M (-$1.3M)
Filed 2026-10-28
Balefire, LLC
INCREASED
Shares26,435 from 19,256
Change+7,179 (+37%)
Value$2.4M (+$549.0K)
Filed 2026-10-09
Venture Visionary Partners LLC
DECREASED
Shares26,263 from 33,786
Change-7,523 (-22%)
Value$2.4M (-$839.8K)
Filed 2026-10-07
Intelligence Driven Advisers, LLC
INCREASED
Shares26,218 from 14,745
Change+11,473 (+78%)
Value$2.3M (+$955.9K)
Filed 2026-10-09
TSA Wealth Managment LLC
DECREASED
Shares26,085 from 107,043
Change-80,958 (-76%)
Value$2.3M (-$7.8M)
Filed 2026-10-22
Midwest Trust Co
INCREASED
Shares26,023 from 25,989
Change+34 (+0%)
Value$2.3M (-$124.3K)
Filed 2026-10-22
Trust Point Inc.
NEW
Shares25,654
Change+25,654
Value$2.3M
Filed 2026-10-27
Braun-Bostich & Associates Inc.
DECREASED
Shares25,522 from 26,356
Change-834 (-3%)
Value$2.3M (-$203.9K)
Filed 2026-10-20
ShoreHaven Wealth Partners, LLC
DECREASED
Shares24,342 from 24,455
Change-113 (0%)
Value$2.2M (-$129.9K)
Filed 2026-10-16
Horst & Graben Wealth Management LLC
DECREASED
Shares24,158 from 250,439
Change-226,281 (-90%)
Value$2.2M (-$21.4M)
Filed 2026-11-02
Mather Group, Llc.
DECREASED
Shares24,067 from 24,472
Change-405 (-2%)
Value$2.2M (-$156.3K)
Filed 2026-10-14
CFS Investment Advisory Services, LLC
DECREASED
Shares24,044 from 185,207
Change-161,163 (-87%)
Value$2.1M (-$15.3M)
Filed 2026-10-19
Sowell Financial Services LLC
INCREASED
Shares24,020 from 21,393
Change+2,627 (+12%)
Value$2.2M (+$130.6K)
Filed 2026-10-23
Private Trust Co NA
DECREASED
Shares23,952 from 28,228
Change-4,276 (-15%)
Value$2.1M (-$521.5K)
Filed 2026-10-20
Phillips Financial Management, LLC
INCREASED
Shares23,762 from 102
Change+23,660 (+23196%)
Value$2.1M (+$2.1M)
Filed 2026-10-19
IFP Advisors, Inc
INCREASED
Shares23,534 from 22,723
Change+811 (+4%)
Value$2.1M (-$38.7K)
Filed 2026-10-16
Lifelong Wealth Advisors, Inc.
DECREASED
Shares22,698 from 26,681
Change-3,983 (-15%)
Value$2.0M (-$487.8K)
Filed 2026-10-19
Compass Financial Group, Inc. (Ohio)
DECREASED
Shares22,609 from 23,555
Change-946 (-4%)
Value$2.0M (-$200.2K)
Filed 2026-10-19
Diversify Advisory Services, LLC
DECREASED
Shares22,264 from 78,249
Change-55,985 (-72%)
Value$2.0M (-$5.3M)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares22,264 from 78,249
Change-55,985 (-72%)
Value$2.0M (-$5.3M)
Filed 2026-10-20
Snider Financial Group
INCREASED
Shares21,463 from 20,301
Change+1,162 (+6%)
Value$1.9M (+$4.6K)
Filed 2026-10-16
Cantor Fitzgerald Investment Advisors L.P.
INCREASED
Shares20,916 from 19,758
Change+1,158 (+6%)
Value$1.9M (+$7.0K)
Filed 2026-10-21
Swmg, LLC
DECREASED
Shares20,871 from 32,262
Change-11,391 (-35%)
Value$1.9M (-$1.1M)
Filed 2026-10-23
Invariant Investment Management
INCREASED
Shares20,504 from 19,976
Change+528 (+3%)
Value$1.8M (-$53.9K)
Filed 2026-10-08
Guidance Capital, Inc
DECREASED
Shares20,409 from 20,689
Change-280 (-1%)
Value$1.9M (-$67.7K)
Filed 2026-11-03
RHS Financial, LLC
INCREASED
Shares20,318 from 19,636
Change+682 (+3%)
Value$1.8M (-$35.0K)
Filed 2026-10-13
StoneX Group Inc.
INCREASED
Shares20,191 from 5,665
Change+14,526 (+256%)
Value$1.8M (+$1.3M)
Filed 2026-11-03
DecisionMap Wealth Management, LLC
DECREASED
Shares19,900 from 26,011
Change-6,111 (-23%)
Value$1.8M (-$675.1K)
Filed 2026-10-29
Rosenberg Matthew Hamilton
INCREASED
Shares19,603 from 16,253
Change+3,350 (+21%)
Value$1.8M (+$220.6K)
Filed 2026-10-05
Bingham Private Wealth, LLC
INCREASED
Shares19,334 from 18,953
Change+381 (+2%)
Value$1.7M (-$58.7K)
Filed 2026-11-05
K2 Financial Inc.
INCREASED
Shares19,128 from 18,600
Change+528 (+3%)
Value$1.7M (-$35.3K)
Filed 2026-10-26
Sapient Capital LLC
DECREASED
Shares19,088 from 21,153
Change-2,065 (-10%)
Value$1.7M (-$288.7K)
Filed 2026-10-08
Trilogy Capital Inc.
DECREASED
Shares19,076 from 21,036
Change-1,960 (-9%)
Value$1.7M (-$278.7K)
Filed 2026-10-20
Scissortail Wealth Management, LLC
INCREASED
Shares19,023 from 18,676
Change+347 (+2%)
Value$1.7M (-$60.4K)
Filed 2026-11-03
Sheets Smith Wealth Management
UNCHANGED
Shares18,549 from 18,549
Change0 (0%)
Value$1.7M (-$90.9K)
Filed 2026-10-16
Auour Investments LLC
INCREASED
Shares18,483 from 17,928
Change+555 (+3%)
Value$1.7M (-$38.2K)
Filed 2026-10-28
Savant Capital, LLC
INCREASED
Shares18,186 from 9,571
Change+8,615 (+90%)
Value$1.6M (+$733.3K)
Filed 2026-11-06
BOS Asset Management, LLC
INCREASED
Shares17,426 from 17,377
Change+49 (+0%)
Value$1.6M (-$80.8K)
Filed 2026-10-09
Lakeshore Capital Group, Inc.
INCREASED
Shares17,389 from 16,344
Change+1,045 (+6%)
Value$1.6M (+$13.5K)
Filed 2026-10-20
Creative Financial Designs Inc
INCREASED
Shares16,917 from 16,784
Change+133 (+1%)
Value$1.5M (-$70.3K)
Filed 2026-11-04
Strategy Asset Managers LLC
DECREASED
Shares16,903 from 18,197
Change-1,294 (-7%)
Value$1.5M (-$205.1K)
Filed 2026-10-14
OpenArc Corporate Advisory, LLC
DECREASED
Shares16,607 from 32,186
Change-15,579 (-48%)
Value$1.5M (-$1.6M)
Filed 2026-10-21
Buck Wealth Strategies, LLC
DECREASED
Shares16,406 from 16,585
Change-179 (-1%)
Value$1.5M (-$97.3K)
Filed 2026-10-28
Rose Capital Advisors LLC
INCREASED
Shares16,373 from 12,551
Change+3,822 (+30%)
Value$1.5M (+$281.0K)
Filed 2026-11-04
Stash Investments, LLC
INCREASED
Shares16,058 from 5,671
Change+10,387 (+183%)
Value$1.4M (+$903.1K)
Filed 2026-10-26
Simplex Trading, LLC
INCREASED
Shares15,928 from 914
Change+15,014 (+1643%)
Value$1.4M (+$1.3M)
Filed 2026-11-04
TD Private Client Wealth LLC
DECREASED
Shares15,855 from 17,795
Change-1,940 (-11%)
Value$1.4M (-$261.1K)
Filed 2026-10-28
Saxony Capital Management, LLC
INCREASED
Shares15,421 from 11,959
Change+3,462 (+29%)
Value$1.4M (+$251.7K)
Filed 2026-10-15
Apollon Wealth Management, LLC
DECREASED
Shares15,179 from 48,280
Change-33,101 (-69%)
Value$1.4M (-$3.2M)
Filed 2026-10-23
Kestra Private Wealth Services, LLC
INCREASED
Shares15,171 from 14,625
Change+546 (+4%)
Value$1.4M (-$22.8K)
Filed 2026-10-30
Csenge Advisory Group
DECREASED
Shares15,071 from 48,249
Change-33,178 (-69%)
Value$1.4M (-$3.2M)
Filed 2026-11-04
SBI Securities Co., Ltd.
INCREASED
Shares15,053 from 1,342
Change+13,711 (+1022%)
Value$1.3M (+$1.2M)
Filed 2026-10-22
GHP Investment Advisors, Inc.
INCREASED
Shares14,912 from 14,873
Change+39 (+0%)
Value$1.3M (-$69.3K)
Filed 2026-10-15
Ascentis Wealth Management, LLC
DECREASED
Shares14,399 from 14,497
Change-98 (-1%)
Value$1.3M (-$79.8K)
Filed 2026-11-03
Trek Financial, LLC
DECREASED
Shares14,281 from 158,520
Change-144,239 (-91%)
Value$1.3M (-$13.7M)
Filed 2026-10-29
Pettinga Financial Advisors LLC
DECREASED
Shares14,257 from 97,063
Change-82,806 (-85%)
Value$1.3M (-$7.9M)
Filed 2026-10-13
Clear Creek Financial Management, LLC
DECREASED
Shares14,163 from 15,463
Change-1,300 (-8%)
Value$1.3M (-$192.2K)
Filed 2026-10-28
Chapman Financial Group, LLC
DECREASED
Shares13,875 from 14,020
Change-145 (-1%)
Value$1.2M (-$81.7K)
Filed 2026-10-26
Vaquero Private Wealth, LTD
DECREASED
Shares13,711 from 37,444
Change-23,733 (-63%)
Value$1.2M (-$2.3M)
Filed 2026-10-27
Diversified Enterprises, LLC
INCREASED
Shares13,401 from 9,788
Change+3,613 (+37%)
Value$1.2M (+$275.9K)
Filed 2026-10-19
WBH Advisory Inc
DECREASED
Shares13,391 from 52,017
Change-38,626 (-74%)
Value$1.2M (-$3.7M)
Filed 2026-11-05
ASL Financial, LLC
INCREASED
Shares13,388 from 10,251
Change+3,137 (+31%)
Value$1.2M (+$230.9K)
Filed 2026-10-15
Ascentis Independent Advisors
INCREASED
Shares13,239 from 1,486
Change+11,753 (+791%)
Value$1.2M (+$1.0M)
Filed 2026-11-03
Soltis Investment Advisors LLC
DECREASED
Shares13,107 from 22,791
Change-9,684 (-42%)
Value$1.2M (-$979.5K)
Filed 2026-10-28
Asset One Wealth Management LLC
NEW
Shares13,084
Change+13,084
Value$1.2M
Filed 2026-11-02
Tempus Wealth Planning, LLC
DECREASED
Shares13,060 from 19,858
Change-6,798 (-34%)
Value$1.2M (-$706.5K)
Filed 2026-10-14
Moneco Advisors, LLC
INCREASED
Shares12,975 from 4,980
Change+7,995 (+161%)
Value$1.2M (+$692.2K)
Filed 2026-11-05
Global Assets Advisory, LLC
DECREASED
Shares12,656 from 12,997
Change-341 (-3%)
Value$1.1M (-$97.7K)
Filed 2026-10-28
BCU Wealth Advisors, LLC
DECREASED
Shares12,631 from 21,265
Change-8,634 (-41%)
Value$1.1M (-$878.0K)
Filed 2026-10-16
Cyndeo Wealth Partners, LLC
DECREASED
Shares12,408 from 12,803
Change-395 (-3%)
Value$1.1M (-$98.2K)
Filed 2026-10-16
Droms Strauss Advisors Inc
UNCHANGED
Shares12,349 from 12,349
Change0 (0%)
Value$1.1M (-$60.5K)
Filed 2026-11-03
North Forty Two & Co.
INCREASED
Shares12,311 from 12,161
Change+150 (+1%)
Value$1.1M (-$46.1K)
Filed 2026-10-19
Connecticut Wealth Management, LLC
INCREASED
Shares12,241 from 11,159
Change+1,082 (+10%)
Value$1.1M (+$42.2K)
Filed 2026-10-13
Triad Wealth Partners, LLC
DECREASED
Shares12,068 from 14,365
Change-2,297 (-16%)
Value$1.1M (-$250.4K)
Filed 2026-10-26
Centurion Wealth Management LLC
DECREASED
Shares12,013 from 34,280
Change-22,267 (-65%)
Value$1.1M (-$2.2M)
Filed 2026-10-13
Capital Investment Advisory Services, LLC
INCREASED
Shares11,938 from 11,329
Change+609 (+5%)
Value$1.1M (-$669)
Filed 2026-10-30
Sculati Wealth Management, LLC
INCREASED
Shares11,879 from 11,624
Change+255 (+2%)
Value$1.1M (-$23.0K)
Filed 2026-10-19
Titleist Asset Management, LLC
DECREASED
Shares11,770 from 12,484
Change-714 (-6%)
Value$1.1M (-$125.2K)
Filed 2026-10-08
Americana Partners, LLC
INCREASED
Shares11,709 from 11,684
Change+25 (+0%)
Value$1.0M (-$55.1K)
Filed 2026-10-28
Compound Planning, Inc.
DECREASED
Shares11,606 from 17,579
Change-5,973 (-34%)
Value$1.0M (-$621.5K)
Filed 2026-11-05
Parallel Advisors, LLC
DECREASED
Shares11,565 from 15,538
Change-3,973 (-26%)
Value$1.0M (-$432.2K)
Filed 2026-11-03
Sagespring Wealth Partners, LLC
DECREASED
Shares11,495 from 12,462
Change-967 (-8%)
Value$1.0M (-$147.8K)
Filed 2026-10-22
DMC Group, LLC
DECREASED
Shares11,458 from 12,123
Change-665 (-5%)
Value$1.0M (-$119.0K)
Filed 2026-10-26
LexAurum Advisors, LLC
INCREASED
Shares11,429 from 10,028
Change+1,401 (+14%)
Value$1.0M (+$76.5K)
Filed 2026-10-19
Cornerstone Planning Group LLC
DECREASED
Shares11,428 from 44,293
Change-32,865 (-74%)
Value$1.0M (-$3.1M)
Filed 2026-10-16
Birch Financial Group, LLC
INCREASED
Shares11,306 from 10,945
Change+361 (+3%)
Value$1.0M (-$21.2K)
Filed 2026-10-27
Lodestar Private Asset Management LLC
DECREASED
Shares11,295 from 13,756
Change-2,461 (-18%)
Value$1.0M (-$288.0K)
Filed 2026-10-26
Acropolis Investment Management, LLC
INCREASED
Shares11,035 from 1,230
Change+9,805 (+797%)
Value$989.0K (+$872.8K)
Filed 2026-10-08
Optivise Advisory Services LLC
INCREASED
Shares10,867 from 10,369
Change+498 (+5%)
Value$973.9K (-$6.1K)
Filed 2026-10-19
Ehrlich Financial Group
DECREASED
Shares10,833 from 10,870
Change-37 (0%)
Value$970.8K (-$56.6K)
Filed 2026-10-20
LightSquare Wealth Management, LLC
INCREASED
Shares10,811 from 8,351
Change+2,460 (+29%)
Value$968.9K (+$179.5K)
Filed 2026-11-03
ADE, LLC
INCREASED
Shares10,727 from 8,729
Change+1,998 (+23%)
Value$961.3K (+$136.2K)
Filed 2026-10-29
Carter Financial Group, Inc.
INCREASED
Shares10,658 from 9,885
Change+773 (+8%)
Value$955.1K (+$20.8K)
Filed 2026-10-21
Alterna Wealth Management, Inc
DECREASED
Shares10,589 from 49,102
Change-38,513 (-78%)
Value$949.0K (-$3.7M)
Filed 2026-10-27
Cassilly Financial Group LLC
DECREASED
Shares10,549 from 27,957
Change-17,408 (-62%)
Value$945.4K (-$1.7M)
Filed 2026-10-07
Stone House Investment Management, LLC
DECREASED
Shares10,439 from 150,699
Change-140,260 (-93%)
Value$935.5K (-$13.3M)
Filed 2026-10-23
Fifth Third Securities, Inc.
INCREASED
Shares10,365 from 6,722
Change+3,643 (+54%)
Value$929.0K (+$293.6K)
Filed 2026-10-21
Montecito Bank & Trust
DECREASED
Shares10,088 from 10,428
Change-340 (-3%)
Value$904.1K (-$81.6K)
Filed 2026-10-01
Latitude Advisors, LLC
INCREASED
Shares9,970 from 9,856
Change+114 (+1%)
Value$893.5K (-$38.1K)
Filed 2026-10-27
Wedbush Securities Inc
DECREASED
Shares9,903 from 13,175
Change-3,272 (-25%)
Value$888 (-$1.2M)
Filed 2026-10-22
Verus Capital Partners, LLC
DECREASED
Shares9,680 from 31,749
Change-22,069 (-70%)
Value$867.5K (-$2.1M)
Filed 2026-11-03
MSH Capital Advisors LLC
DECREASED
Shares9,645 from 13,474
Change-3,829 (-28%)
Value$864.3K (-$409.2K)
Filed 2026-11-03
Oppenheimer & Co Inc
DECREASED
Shares9,565 from 9,835
Change-270 (-3%)
Value$857.2K (-$72.4K)
Filed 2026-10-26
Financial Partners Group, Inc
DECREASED
Shares9,465 from 10,126
Change-661 (-7%)
Value$848.2K (-$108.8K)
Filed 2026-10-19
Seed Wealth Management, Inc.
UNCHANGED
Shares9,420 from 9,420
Change0 (0%)
Value$844.2K (-$46.2K)
Filed 2026-10-20
FC Advisory LLC
INCREASED
Shares9,178 from 8,977
Change+201 (+2%)
Value$822.6K (-$26.0K)
Filed 2026-10-05
Maia Wealth LLC
DECREASED
Shares9,100 from 14,500
Change-5,400 (-37%)
Value$815.5K (-$555.0K)
Filed 2026-10-19
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares8,952 from 26,247
Change-17,295 (-66%)
Value$802.3K (-$1.7M)
Filed 2026-10-14
Davenport & Co LLC
DECREASED
Shares8,904 from 10,975
Change-2,071 (-19%)
Value$798.0K (-$239.4K)
Filed 2026-10-14
Cypress Wealth Services, LLC
DECREASED
Shares8,743 from 61,414
Change-52,671 (-86%)
Value$781.3K (-$5.0M)
Filed 2026-10-21
SWS Partners
INCREASED
Shares8,616 from 8,470
Change+146 (+2%)
Value$772.2K (-$28.4K)
Filed 2026-10-26
Mosley Wealth Management
DECREASED
Shares8,603 from 9,632
Change-1,029 (-11%)
Value$779.4K (-$131.0K)
Filed 2026-10-16
FAI Advisors, Inc.
INCREASED
Shares8,593 from 8,448
Change+145 (+2%)
Value$770.1K (-$28.4K)
Filed 2026-10-27
Narus Financial Partners, LLC
INCREASED
Shares8,583 from 8,401
Change+182 (+2%)
Value$769.2K (-$24.9K)
Filed 2026-10-19
Polaris Investment Advisors, LLC
DECREASED
Shares8,579 from 21,779
Change-13,200 (-61%)
Value$768.9K (-$1.3M)
Filed 2026-10-20
Laurel OAK Wealth Management, LLC
INCREASED
Shares8,555 from 8,528
Change+27 (+0%)
Value$766.7K (-$39.4K)
Filed 2026-10-19
Prospera Financial Services Inc
DECREASED
Shares8,381 from 9,033
Change-652 (-7%)
Value$773.1K (-$82.3K)
Filed 2026-11-04
Beacon Financial Group
DECREASED
Shares8,339 from 102,913
Change-94,574 (-92%)
Value$747.4K (-$9.0M)
Filed 2026-10-19
J.W. Cole Advisors, Inc.
DECREASED
Shares8,215 from 27,189
Change-18,974 (-70%)
Value$736.2K (-$1.8M)
Filed 2026-11-05
RFG Advisory, LLC
DECREASED
Shares7,996 from 10,349
Change-2,353 (-23%)
Value$716.6K (-$261.6K)
Filed 2026-11-03
Central Pacific Bank - Trust Division
INCREASED
Shares7,941 from 7,874
Change+67 (+1%)
Value$711.7K (-$32.6K)
Filed 2026-10-06
Heritage Family Offices, LLP
INCREASED
Shares7,803 from 7,494
Change+309 (+4%)
Value$699.3K (-$9.0K)
Filed 2026-11-02
Greenspring Advisors, LLC
DECREASED
Shares7,633 from 8,759
Change-1,126 (-13%)
Value$684.1K (-$143.8K)
Filed 2026-11-05
Madson Wealth Advisors Inc
DECREASED
Shares7,620 from 10,693
Change-3,073 (-29%)
Value$682.9K (-$327.8K)
Filed 2026-10-13
United Advisor Group, LLC
DECREASED
Shares7,556 from 8,022
Change-466 (-6%)
Value$677.1K (-$81.1K)
Filed 2026-11-03
Cooper Financial Group
DECREASED
Shares7,492 from 7,582
Change-90 (-1%)
Value$671.5K (-$45.2K)
Filed 2026-10-07
Churchill Financial Advisors, LLC
INCREASED
Shares7,373 from 6,256
Change+1,117 (+18%)
Value$660.8K (+$69.5K)
Filed 2026-10-20
Certified Advisory Corp
NEW
Shares7,022
Change+7,022
Value$629.3K
Filed 2026-10-29
Successful Portfolios LLC
INCREASED
Shares6,905 from 6,614
Change+291 (+4%)
Value$615.2K (-$4.8K)
Filed 2026-10-09
Cap Partners, LLC
INCREASED
Shares6,899 from 6,524
Change+375 (+6%)
Value$618.3K (+$1.6K)
Filed 2026-10-19
Sigma Planning Corp
DECREASED
Shares6,828 from 12,883
Change-6,055 (-47%)
Value$614.5K (-$603.2K)
Filed 2026-10-23
Focus Financial Network, Inc.
DECREASED
Shares6,789 from 49,056
Change-42,267 (-86%)
Value$608.4K (-$4.0M)
Filed 2026-10-14
B. Riley Wealth Advisors, Inc.
DECREASED
Shares6,516 from 22,530
Change-16,014 (-71%)
Value$583.9K (-$1.6M)
Filed 2026-10-13
Cypress Capital, LLC
DECREASED
Shares6,425 from 6,908
Change-483 (-7%)
Value$575.9K (-$77.1K)
Filed 2026-10-20
Voisard Asset Management Group, Inc.
DECREASED
Shares6,378 from 15,912
Change-9,534 (-60%)
Value$571.6K (-$932.4K)
Filed 2026-10-13
Blue Capital, Inc.
INCREASED
Shares6,343 from 6,223
Change+120 (+2%)
Value$568.4K (-$19.8K)
Filed 2026-10-13
River Street Advisors LLC
INCREASED
Shares6,263 from 6,212
Change+51 (+1%)
Value$561.3K (-$25.9K)
Filed 2026-10-22
IVC Wealth Advisors LLC
DECREASED
Shares6,217 from 6,254
Change-37 (-1%)
Value$557.2K (-$34.0K)
Filed 2026-10-23
Omni 360 Wealth, Inc.
INCREASED
Shares6,059 from 5,941
Change+118 (+2%)
Value$543.0K (-$18.5K)
Filed 2026-10-13
NBT Bank, N.A.
DECREASED
Shares6,045 from 6,097
Change-52 (-1%)
Value$541.8K (-$34.5K)
Filed 2026-10-21
D.A. Davidson & Co.
DECREASED
Shares6,005 from 25,686
Change-19,681 (-77%)
Value$538.2K (-$1.9M)
Filed 2026-10-28
180 Wealth Advisors, LLC
DECREASED
Shares5,964 from 7,527
Change-1,563 (-21%)
Value$534.5K (-$177.0K)
Filed 2026-11-03
Firethorn Wealth Partners, LLC
DECREASED
Shares5,863 from 9,621
Change-3,758 (-39%)
Value$525.4K (-$383.9K)
Filed 2026-10-14
Veltria Advisors Corp.
DECREASED
Shares5,853 from 5,994
Change-141 (-2%)
Value$524.5K (-$42.0K)
Filed 2026-11-05
Citizens Financial Group Inc
INCREASED
Shares5,772 from 2,274
Change+3,498 (+154%)
Value$517.3K (+$302.3K)
Filed 2026-10-23
Lanark Financial, Inc.
DECREASED
Shares5,767 from 5,770
Change-3 (0%)
Value$516.9K (-$28.6K)
Filed 2026-10-26
Bell Investment Advisors, Inc
INCREASED
Shares5,760 from 5,734
Change+26 (+0%)
Value$516.2K (-$25.8K)
Filed 2026-10-29
PFG Advisors
INCREASED
Shares5,714 from 5,419
Change+295 (+5%)
Value$512.1K (-$51)
Filed 2026-10-16
Trinity Wealth Management, LLC
DECREASED
Shares5,702 from 7,381
Change-1,679 (-23%)
Value$511.0K (-$186.6K)
Filed 2026-10-13
Hoxton Planning & Management, LLC
DECREASED
Shares5,638 from 39,498
Change-33,860 (-86%)
Value$505.2K (-$3.2M)
Filed 2026-10-15
Balance Wealth Partners LLC
DECREASED
Shares5,630 from 7,579
Change-1,949 (-26%)
Value$504.6K (-$211.8K)
Filed 2026-10-27
Evergreen Capital Management LLC
UNCHANGED
Shares5,491 from 5,491
Change0 (0%)
Value$492.1K (-$26.9K)
Filed 2026-10-23
Daviman Financial, LLC
DECREASED
Shares5,480 from 48,250
Change-42,770 (-89%)
Value$491.1K (-$4.1M)
Filed 2026-11-06
Peak Wealth Management LLC
NEW
Shares5,384
Change+5,384
Value$487.2K
Filed 2026-10-26
Golden State Wealth Management, LLC
INCREASED
Shares5,367 from 5,063
Change+304 (+6%)
Value$481.0K (+$2.4K)
Filed 2026-11-02
Cypress Capital Group
UNCHANGED
Shares5,298 from 5,298
Change0 (0%)
Value$474.8K (-$26.0K)
Filed 2026-11-03
Cahaba Wealth Management, Inc.
INCREASED
Shares5,185 from 5,129
Change+56 (+1%)
Value$464.7K (-$20.1K)
Filed 2026-10-26
True Blue Financial, LLC
DECREASED
Shares5,165 from 9,402
Change-4,237 (-45%)
Value$462.9K (-$425.8K)
Filed 2026-10-15
Burke & Herbert Bank & Trust Co
DECREASED
Shares5,143 from 8,948
Change-3,805 (-43%)
Value$460.9K (-$384.8K)
Filed 2026-11-02
Spectrum Planning & Advisory Services Inc.
DECREASED
Shares5,034 from 7,091
Change-2,057 (-29%)
Value$451.1K (-$219.1K)
Filed 2026-11-05
Strategic Blueprint, LLC
DECREASED
Shares4,964 from 32,280
Change-27,316 (-85%)
Value$444.9K (-$2.6M)
Filed 2026-10-22
M Holdings Securities, Inc.
NEW
Shares4,927
Change+4,927
Value$443.0K
Filed 2026-11-03
Sound Income Strategies, LLC
DECREASED
Shares4,925 from 6,262
Change-1,337 (-21%)
Value$441.9K (-$150.0K)
Filed 2026-10-09
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares4,879 from 193,235
Change-188,356 (-97%)
Value$437.3K (-$17.8M)
Filed 2026-10-14
1900 Wealth Management LLC
DECREASED
Shares4,832 from 5,414
Change-582 (-11%)
Value$433.0K (-$78.7K)
Filed 2026-10-13
Pinnacle Bancorp, Inc.
DECREASED
Shares4,713 from 7,664
Change-2,951 (-38%)
Value$422.4K (-$302.0K)
Filed 2026-10-21
Tortoise Investment Management, LLC
DECREASED
Shares4,646 from 6,005
Change-1,359 (-23%)
Value$416.4K (-$151.2K)
Filed 2026-11-06
Sutton Place Investors LLC
DECREASED
Shares4,641 from 9,602
Change-4,961 (-52%)
Value$415.9K (-$491.7K)
Filed 2026-10-20
KPP Advisory Services LLC
INCREASED
Shares4,619 from 4,357
Change+262 (+6%)
Value$414.0K (+$2.2K)
Filed 2026-10-26
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares4,549 from 4,878
Change-329 (-7%)
Value$407.6K (-$53.5K)
Filed 2026-11-04
First National Bank of Mount Dora, Trust Investment Services
NEW
Shares4,546
Change+4,546
Value$407.4K
Filed 2026-10-21
Advisor Resource Council
DECREASED
Shares4,528 from 6,301
Change-1,773 (-28%)
Value$403.4K (-$190.7K)
Filed 2026-11-05
Stewardship Advisors, LLC
INCREASED
Shares4,504 from 4,001
Change+503 (+13%)
Value$403.6K (+$25.5K)
Filed 2026-10-20
Simplicity Wealth,LLC
DECREASED
Shares4,395 from 59,911
Change-55,516 (-93%)
Value$393.9K (-$5.3M)
Filed 2026-10-23
Aprio Wealth Management, LLC
DECREASED
Shares4,316 from 6,580
Change-2,264 (-34%)
Value$386.8K (-$235.1K)
Filed 2026-10-28
First Horizon Corp
UNCHANGED
Shares4,291 from 4,291
Change0 (0%)
Value$384.6K (-$21.0K)
Filed 2026-10-26
Moneywise, Inc.
NEW
Shares4,123
Change+4,123
Value$369.5K
Filed 2026-10-30
RCW Management, LLC
INCREASED
Shares4,118 from 4,117
Change+1 (+0%)
Value$369.1K (-$20.1K)
Filed 2026-10-30
Spire Wealth Management
DECREASED
Shares4,115 from 8,881
Change-4,766 (-54%)
Value$368.8K (-$470.7K)
Filed 2026-10-30
HB Wealth Management, LLC
DECREASED
Shares4,109 from 4,547
Change-438 (-10%)
Value$368.3K (-$61.5K)
Filed 2026-10-23
Heritage OAK Wealth Advisors LLC
DECREASED
Shares4,087 from 4,343
Change-256 (-6%)
Value$366.3K (-$44.2K)
Filed 2026-10-14
Signature Equity Partners, LLC
INCREASED
Shares4,029 from 926
Change+3,103 (+335%)
Value$361.1K (+$273.5K)
Filed 2026-10-29
Rede Wealth, LLC
DECREASED
Shares4,024 from 4,031
Change-7 (0%)
Value$360.6K (-$20.4K)
Filed 2026-10-22
Arlington Trust Co LLC
UNCHANGED
Shares4,015 from 4,015
Change0 (0%)
Value$359.8K (-$19.7K)
Filed 2026-10-20
JB Capital LLC
DECREASED
Shares3,956 from 366,798
Change-362,842 (-99%)
Value$354.5K (-$34.3M)
Filed 2026-10-19
Midwest Financial Network, LLC
INCREASED
Shares3,943 from 3,398
Change+545 (+16%)
Value$353.4K (+$32.2K)
Filed 2026-10-13
Dynamic Advisor Solutions LLC
DECREASED
Shares3,875 from 4,295
Change-420 (-10%)
Value$347.2K (-$58.7K)
Filed 2026-10-13
Fairvoy Private Wealth, LLC
INCREASED
Shares3,860 from 3,478
Change+382 (+11%)
Value$345.9K (+$17.1K)
Filed 2026-10-19
Legacy Advisory Services, LLC
NEW
Shares3,856
Change+3,856
Value$345.6K
Filed 2026-10-20
Delta Wealth Advisors LLC
INCREASED
Shares3,832 from 3,822
Change+10 (+0%)
Value$343.4K (-$17.8K)
Filed 2026-10-09
Koshinski Asset Management, Inc.
DECREASED
Shares3,806 from 3,838
Change-32 (-1%)
Value$341.1K (-$21.7K)
Filed 2026-10-29
Oarsman Capital, Inc.
DECREASED
Shares3,790 from 3,817
Change-27 (-1%)
Value$339.7K (-$21.1K)
Filed 2026-11-05
Total Clarity Wealth Management, Inc.
INCREASED
Shares3,742 from 3,658
Change+84 (+2%)
Value$335.4K (-$10.4K)
Filed 2026-10-26
Silverlake Wealth Management LLC
DECREASED
Shares3,736 from 8,476
Change-4,740 (-56%)
Value$334.8K (-$466.3K)
Filed 2026-10-21
Principal Financial Group Inc
NEW
Shares3,675
Change+3,675
Value$329.4K
Filed 2026-11-02
Sage Advisory Services, Ltd.Co.
DECREASED
Shares3,604 from 4,689
Change-1,085 (-23%)
Value$323.0K (-$120.0K)
Filed 2026-10-29
City State Bank
UNCHANGED
Shares3,580 from 3,580
Change0 (0%)
Value$320.8K (-$17.5K)
Filed 2026-10-20
Two West Capital Advisors LLC
DECREASED
Shares3,578 from 17,989
Change-14,411 (-80%)
Value$320.3K (-$1.4M)
Filed 2026-10-15
Greenwood Gearhart LLC
INCREASED
Shares3,544 from 3,459
Change+85 (+2%)
Value$317.6K (-$9.3K)
Filed 2026-11-02
Avid Wealth Partners LLC
NEW
Shares3,543
Change+3,543
Value$317.5K
Filed 2026-11-03
Avantra Family Wealth, Inc.
INCREASED
Shares3,520 from 3,415
Change+105 (+3%)
Value$315.4K (-$7.4K)
Filed 2026-10-20
Friedenthal Financial
DECREASED
Shares3,510 from 3,929
Change-419 (-11%)
Value$314.6K (-$56.8K)
Filed 2026-10-27
Apella Capital, LLC
DECREASED
Shares3,499 from 3,914
Change-415 (-11%)
Value$312.2K (-$55.1K)
Filed 2026-10-08
Lynx Investment Advisory
INCREASED
Shares3,497 from 3,352
Change+145 (+4%)
Value$313.4K (-$3.4K)
Filed 2026-10-27
Gibbs Wealth Management
NEW
Shares3,444
Change+3,444
Value$308.7K
Filed 2026-10-22
Whalen Wealth Management Inc.
DECREASED
Shares3,431 from 28,970
Change-25,539 (-88%)
Value$307.5K (-$2.4M)
Filed 2026-10-08
Financial Enhancement Group LLC
DECREASED
Shares3,404 from 3,861
Change-457 (-12%)
Value$303.7K (-$61.2K)
Filed 2026-10-08
Alchemi Wealth, LLC
NEW
Shares3,395
Change+3,395
Value$304.3K
Filed 2026-11-04
Quartz Partners, LLC
DECREASED
Shares3,381 from 6,923
Change-3,542 (-51%)
Value$303.0K (-$351.4K)
Filed 2026-11-03
Northland Securities, Inc.
DECREASED
Shares3,264 from 3,861
Change-597 (-15%)
Value$292.5K (-$72.4K)
Filed 2026-11-02
Ifrah Financial Services, Inc.
INCREASED
Shares3,188 from 3,140
Change+48 (+2%)
Value$285.7K (-$11.1K)
Filed 2026-10-13
Sharper & Granite LLC
INCREASED
Shares3,160 from 3,155
Change+5 (+0%)
Value$300.0K (+$1.8K)
Filed 2026-11-02
Stackstone Wealth, LLC
NEW
Shares3,065
Change+3,065
Value$274.7K
Filed 2026-10-19
Robertson Stephens Wealth Management, LLC
INCREASED
Shares3,055 from 2,325
Change+730 (+31%)
Value$273.8K (+$54.0K)
Filed 2026-10-16
Beverly Hills Private Wealth, LLC
DECREASED
Shares3,032 from 3,163
Change-131 (-4%)
Value$271.7K (-$27.2K)
Filed 2026-11-04
Clearwave Capital, LLC
INCREASED
Shares3,006 from 2,975
Change+31 (+1%)
Value$269.4K (-$11.9K)
Filed 2026-10-27
Williams Jones Wealth Management, Llc.
NEW
Shares2,960
Change+2,960
Value$265.3K
Filed 2026-11-05
Nordwand Advisors, LLC
UNCHANGED
Shares2,955 from 2,955
Change0 (0%)
Value$264.8K (-$14.5K)
Filed 2026-11-05
Beacon Financial Advisory LLC
DECREASED
Shares2,952 from 9,478
Change-6,526 (-69%)
Value$264.6K (-$631.3K)
Filed 2026-10-16
Ballast Rock Private Wealth LLC
INCREASED
Shares2,952 from 2,940
Change+12 (+0%)
Value$264.6K (-$13.3K)
Filed 2026-10-26
Quadrant Private Wealth Management, LLC
NEW
Shares2,939
Change+2,939
Value$263.4K
Filed 2026-11-04
Central Bank & Trust Co
DECREASED
Shares2,931 from 4,408
Change-1,477 (-34%)
Value$262.7K (-$154.0K)
Filed 2026-10-09
Valeo Financial Advisors, LLC
INCREASED
Shares2,919 from 2,882
Change+37 (+1%)
Value$261.6K (-$10.8K)
Filed 2026-10-08
Ironwood Wealth Management, Llc.
NEW
Shares2,914
Change+2,914
Value$261.2K
Filed 2026-10-28
Cidel Asset Management Inc
INCREASED
Shares2,912 from 2,850
Change+62 (+2%)
Value$261.0K (-$8.4K)
Filed 2026-10-29
Tactive Advisors, LLC
DECREASED
Shares2,908 from 2,978
Change-70 (-2%)
Value$260.6K (-$20.8K)
Filed 2026-10-08
BAR Harbor Wealth Management
INCREASED
Shares2,896 from 2,747
Change+149 (+5%)
Value$259.5K (-$106)
Filed 2026-10-21
Stockman Wealth Management, Inc.
DECREASED
Shares2,893 from 383,765
Change-380,872 (-99%)
Value$259.3K (-$36.0M)
Filed 2026-10-27
Eagle Global Advisors LLC
DECREASED
Shares2,887 from 3,337
Change-450 (-13%)
Value$258.7K (-$56.7K)
Filed 2026-11-02
Stablepoint Partners, LLC
INCREASED
Shares2,871 from 2,840
Change+31 (+1%)
Value$257.3K (-$11.1K)
Filed 2026-11-03
LongView Wealth Management
DECREASED
Shares2,864 from 8,324
Change-5,460 (-66%)
Value$256.7K (-$530.0K)
Filed 2026-10-19
Verdence Capital Advisors LLC
INCREASED
Shares2,853 from 2,835
Change+18 (+1%)
Value$255.7K (-$12.3K)
Filed 2026-10-26
rebel Financial LLC
NEW
Shares2,792
Change+2,792
Value$250.2K
Filed 2026-11-04
Evolution Wealth Management Inc.
INCREASED
Shares2,774 from 2,672
Change+102 (+4%)
Value$248.6K (-$4.0K)
Filed 2026-10-28
Graetz Wealth LLC
INCREASED
Shares2,725 from 2,661
Change+64 (+2%)
Value$244.2K (-$7.3K)
Filed 2026-10-27
Founders Financial Securities LLC
DECREASED
Shares2,711 from 2,858
Change-147 (-5%)
Value$243.0K (-$27.2K)
Filed 2026-10-28
W Advisors, LLC
DECREASED
Shares2,703 from 7,194
Change-4,491 (-62%)
Value$242.2K (-$437.7K)
Filed 2026-11-02
Legacy Wealth Partners, LLC
DECREASED
Shares2,680 from 7,640
Change-4,960 (-65%)
Value$240.2K (-$482.0K)
Filed 2026-10-15
Lincoln Capital Corp
UNCHANGED
Shares2,673 from 2,673
Change0 (0%)
Value$239.6K (-$13.1K)
Filed 2026-10-13
Investmark Advisory Group LLC
NEW
Shares2,660
Change+2,660
Value$238.4K
Filed 2026-10-27
Schmidt P J Investment Management Inc
UNCHANGED
Shares2,658 from 2,658
Change0 (0%)
Value$238.2K (-$13.0K)
Filed 2026-11-02
Zenith Solutions, Inc.
DECREASED
Shares2,644 from 7,536
Change-4,892 (-65%)
Value$236.9K (-$475.4K)
Filed 2026-10-19
Fiduciary Alliance LLC
DECREASED
Shares2,643 from 3,532
Change-889 (-25%)
Value$236.9K (-$97.0K)
Filed 2026-10-13
Mill Capital Management, LLC
UNCHANGED
Shares2,584 from 2,584
Change0 (0%)
Value$231.6K (-$12.7K)
Filed 2026-10-26
Trust Co of Vermont
INCREASED
Shares2,544 from 2,534
Change+10 (+0%)
Value$228.0K (-$11.5K)
Filed 2026-10-21
Symphony Financial, Ltd. Co.
DECREASED
Shares2,537 from 2,610
Change-73 (-3%)
Value$227.4K (-$19.5K)
Filed 2026-10-22
CoreCap Advisors, LLC
DECREASED
Shares2,525 from 14,373
Change-11,848 (-82%)
Value$226.3K (-$1.1M)
Filed 2026-10-08
Three Bridge Wealth Advisors, LLC
INCREASED
Shares2,518 from 2,441
Change+77 (+3%)
Value$225.7K (-$5.1K)
Filed 2026-11-05
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares2,506 from 159,607
Change-157,101 (-98%)
Value$224.6K (-$14.9M)
Filed 2026-10-13
Yoffe Investment Management, LLC
UNCHANGED
Shares2,458 from 2,458
Change0 (0%)
Value$220.3K (-$12.0K)
Filed 2026-11-02
Regions Financial Corp
DECREASED
Shares2,452 from 2,672
Change-220 (-8%)
Value$219.7K (-$32.8K)
Filed 2026-11-05
BIP Wealth, LLC
INCREASED
Shares2,451 from 2,344
Change+107 (+5%)
Value$219.7K (-$1.9K)
Filed 2026-10-22
Victory Financial Group, LLC
DECREASED
Shares2,443 from 3,560
Change-1,117 (-31%)
Value$218.9K (-$117.6K)
Filed 2026-10-27
Chesley Taft & Associates LLC
DECREASED
Shares2,437 from 2,665
Change-228 (-9%)
Value$218.4K (-$33.5K)
Filed 2026-10-13
Argentarii, LLC
DECREASED
Shares2,417 from 2,705
Change-288 (-11%)
Value$216.6K (-$35.0K)
Filed 2026-10-28
Clark Asset Management, LLC
DECREASED
Shares2,381 from 2,973
Change-592 (-20%)
Value$213.4K (-$67.6K)
Filed 2026-10-19
Essex Bank
UNCHANGED
Shares2,354 from 2,354
Change0 (0%)
Value$211.0K (-$11.5K)
Filed 2026-10-16
International Assets Investment Management, LLC
DECREASED
Shares2,335 from 2,598
Change-263 (-10%)
Value$209.1K (-$35.3K)
Filed 2026-11-02
Layline Advisors, LLC
DECREASED
Shares2,329 from 8,387
Change-6,058 (-72%)
Value$208.7K (-$584.1K)
Filed 2026-11-02
Independent Wealth Network Inc.
INCREASED
Shares2,310 from 2,267
Change+43 (+2%)
Value$207.0K (-$7.3K)
Filed 2026-10-19
Smithbridge Asset Management Inc
UNCHANGED
Shares2,282 from 2,282
Change0 (0%)
Value$204.5K (-$11.2K)
Filed 2026-10-19
Advisor OS, LLC
DECREASED
Shares2,239 from 2,580
Change-341 (-13%)
Value$200.7K (-$43.2K)
Filed 2026-11-03
Bison Wealth, LLC
DECREASED
Shares2,232 from 2,473
Change-241 (-10%)
Value$200.5K (-$32.6K)
Filed 2026-10-13
Cullen T Bankers, Inc.
DECREASED
Shares2,074 from 2,999
Change-925 (-31%)
Value$185.9K (-$97.6K)
Filed 2026-10-28
DeDora Capital, Inc.
NEW
Shares1,948
Change+1,948
Value$174.6K
Filed 2026-10-26
Caldwell Trust Co
UNCHANGED
Shares1,698 from 1,698
Change0 (0%)
Value$152.2K (-$8.3K)
Filed 2026-10-30
McCarley & Cook Financial Planners
UNCHANGED
Shares1,689 from 1,689
Change0 (0%)
Value$151.4K (-$8.3K)
Filed 2026-10-21
Cape Investment Advisory, Inc.
DECREASED
Shares1,632 from 8,085
Change-6,453 (-80%)
Value$146.3K (-$617.9K)
Filed 2026-10-13
Fairscale Capital, LLC
UNCHANGED
Shares1,628 from 1,628
Change0 (0%)
Value$149.9K (-$4.0K)
Filed 2026-11-04
Gables Capital Management Inc.
UNCHANGED
Shares1,627 from 1,627
Change0 (0%)
Value$145.8K (-$8.0K)
Filed 2026-11-04
Yankcom Partnership
INCREASED
Shares1,539 from 761
Change+778 (+102%)
Value$137.9K (+$66.0K)
Filed 2026-10-15
WPG Advisers, LLC
DECREASED
Shares1,361 from 1,377
Change-16 (-1%)
Value$122.0K (-$8.2K)
Filed 2026-10-27
Larson Financial Group LLC
INCREASED
Shares1,191 from 828
Change+363 (+44%)
Value$106.7K (+$28.5K)
Filed 2026-11-05
Independence Bank of Kentucky
UNCHANGED
Shares1,131 from 1,131
Change0 (0%)
Value$101.4K (-$5.5K)
Filed 2026-10-26
Root Financial Partners, LLC
NEW
Shares1,094
Change+1,094
Value$98.0K
Filed 2026-10-21
Raleigh Capital Management Inc.
DECREASED
Shares1,078 from 3,619
Change-2,541 (-70%)
Value$96.6K (-$245.5K)
Filed 2026-10-28
Bay Harbor Wealth Management, LLC
DECREASED
Shares983 from 71,657
Change-70,674 (-99%)
Value$88.1K (-$6.7M)
Filed 2026-11-03
Central Trust Co
INCREASED
Shares936 from 166
Change+770 (+464%)
Value$83.9K (+$68.2K)
Filed 2026-11-05
Richardson Financial Services Inc.
UNCHANGED
Shares920 from 920
Change0 (0%)
Value$82.4K (-$4.5K)
Filed 2026-10-30
Meriwether Wealth & Planning, LLC
NEW
Shares905
Change+905
Value$81.1K
Filed 2026-10-13
Oakworth Capital, Inc.
UNCHANGED
Shares895 from 895
Change0 (0%)
Value$80.2K (-$3.9K)
Filed 2026-10-26
Edgemoor Investment Advisors, Inc.
NEW
Shares835
Change+835
Value$74.8K
Filed 2026-11-03
BankChampaign, National Association
UNCHANGED
Shares830 from 830
Change0 (0%)
Value$74.4K (-$4.1K)
Filed 2026-10-19
Tompkins Financial Corp
UNCHANGED
Shares795 from 795
Change0 (0%)
Value$71.2K (-$3.9K)
Filed 2026-10-05
Wealth Enhancement Trust Services, Inc.
NEW
Shares741
Change+741
Value$66.4K
Filed 2026-10-07
Realta Investment Advisors
DECREASED
Shares686 from 706
Change-20 (-3%)
Value$61.5K (-$5.3K)
Filed 2026-10-14
Asset Dedication, LLC
INCREASED
Shares676 from 109
Change+567 (+520%)
Value$60.6K (+$50.3K)
Filed 2026-11-03
Strengthening Families & Communities, LLC
INCREASED
Shares673 from 666
Change+7 (+1%)
Value$60.3K (-$2.6K)
Filed 2026-10-21
Nfsg Corp
INCREASED
Shares584 from 69
Change+515 (+746%)
Value$52.3K (+$45.8K)
Filed 2026-10-15
Nvwm, LLC
NEW
Shares537
Change+537
Value$48.1K
Filed 2026-10-14
Provident Wealth Management, LLC
DECREASED
Shares519 from 1,038
Change-519 (-50%)
Value$46.5K (-$51.6K)
Filed 2026-10-20
Silver Grove Financial Group, Inc.
DECREASED
Shares497 from 604
Change-107 (-18%)
Value$44.5K (-$12.5K)
Filed 2026-11-05
Covestor Ltd
INCREASED
Shares494 from 489
Change+5 (+1%)
Value$44 (-$46.0K)
Filed 2026-10-30
Gen-Wealth Partners Inc
DECREASED
Shares489 from 18,478
Change-17,989 (-97%)
Value$43.8K (-$1.7M)
Filed 2026-11-04
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares433 from 433
Change0 (0%)
Value$38.8K (-$2.1K)
Filed 2026-10-23
Kingdom Financial Group Llc.
DECREASED
Shares430 from 2,788
Change-2,358 (-85%)
Value$38.6K (-$225.0K)
Filed 2026-11-04
Signaturefd, LLC
DECREASED
Shares407 from 680
Change-273 (-40%)
Value$36.4K (-$27.8K)
Filed 2026-10-23
Laurel Wealth Advisors LLC
NEW
Shares405
Change+405
Value$36.3K
Filed 2026-10-27
Beacon Financial Strategies Corp
UNCHANGED
Shares398 from 398
Change0 (0%)
Value$35.7K (-$2.0K)
Filed 2026-10-14
Thompson Investment Management, Inc.
UNCHANGED
Shares395 from 395
Change0 (0%)
Value$35.4K (-$1.9K)
Filed 2026-10-14
Triumph Capital Management
UNCHANGED
Shares383 from 383
Change0 (0%)
Value$34.3K (-$1.9K)
Filed 2026-10-14
Beutel, Goodman & Co Ltd.
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$34.0K (+$34.0K)
Filed 2026-11-04
Nemes Rush Group LLC
INCREASED
Shares365 from 364
Change+1 (+0%)
Value$32.8K (-$1.6K)
Filed 2026-11-04
Duncker Streett & Co Inc
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$31.4K (-$1.7K)
Filed 2026-10-27
Bear Mountain Capital, Inc.
NEW
Shares348
Change+348
Value$31.5K
Filed 2026-11-04
Brown, Lisle Ings, Inc.
UNCHANGED
Shares294 from 294
Change0 (0%)
Value$26.3K (-$1.4K)
Filed 2026-10-16
AlphaCore Capital LLC
DECREASED
Shares291 from 807
Change-516 (-64%)
Value$26.1K (-$50.2K)
Filed 2026-11-04
Plante Moran Financial Advisors, LLC
INCREASED
Shares278 from 60
Change+218 (+363%)
Value$24.9K (+$19.2K)
Filed 2026-11-04
Reap Financial Group, LLC
INCREASED
Shares274 from 269
Change+5 (+2%)
Value$24.6K (-$870)
Filed 2026-11-02
Hazlett, Burt & Watson, Inc.
INCREASED
Shares268 from 188
Change+80 (+43%)
Value$24 (+$6)
Filed 2026-11-04
Biltmore Family Office, LLC
INCREASED
Shares256 from 186
Change+70 (+38%)
Value$22.9K (+$5.4K)
Filed 2026-11-03
Elevated Capital Advisors, LLC
DECREASED
Shares255 from 3,321
Change-3,066 (-92%)
Value$22.9K (-$291.0K)
Filed 2026-11-04
First Bancorp, Inc
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$22.4K (-$1.2K)
Filed 2026-10-26
Westside Investment Management, Inc.
UNCHANGED
Shares246 from 246
Change0 (0%)
Value$22.0K (-$1.2K)
Filed 2026-11-02
Compass Financial Management LLC
INCREASED
Shares223 from 187
Change+36 (+19%)
Value$20.0K (+$2.3K)
Filed 2026-10-30
Eastern Bank
UNCHANGED
Shares215 from 215
Change0 (0%)
Value$19.3K (-$1.1K)
Filed 2026-10-05
Markowski Investments
NEW
Shares210
Change+210
Value$18.8K
Filed 2026-10-30
Allspring Global Investments Holdings, LLC
NEW
Shares196
Change+196
Value$17.5K
Filed 2026-11-04
Transce3nd, LLC
NEW
Shares192
Change+192
Value$17.4K
Filed 2026-10-26
Archer Investment Corp
DECREASED
Shares188 from 296
Change-108 (-36%)
Value$16.8K (-$11.1K)
Filed 2026-11-05
JFS Wealth Advisors, LLC
DECREASED
Shares181 from 18,182
Change-18,001 (-99%)
Value$16.2K (-$1.7M)
Filed 2026-11-03
WestEnd Advisors, LLC
UNCHANGED
Shares164 from 164
Change0 (0%)
Value$14.7K (-$803)
Filed 2026-10-27
Essential Partners LLC
NEW
Shares157
Change+157
Value$14.1K
Filed 2026-10-14
Sfam, LLC
NEW
Shares145
Change+145
Value$13.0K
Filed 2026-11-03
Owl Creek Wealth Partners LLC
UNCHANGED
Shares137 from 137
Change0 (0%)
Value$12.3K (-$672)
Filed 2026-10-20
Highline Wealth Partners LLC
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$12.0K (-$657)
Filed 2026-10-19
Gilpin Wealth Management, LLC
DECREASED
Shares132 from 174
Change-42 (-24%)
Value$11.8K (-$4.6K)
Filed 2026-10-09
Woodard & Co Asset Management Group Inc
UNCHANGED
Shares131 from 131
Change0 (0%)
Value$11.7K (-$642)
Filed 2026-11-03
Hughes Financial Services, LLC
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$11.9K (-$370)
Filed 2026-10-30
Jnba Financial Advisors
NEW
Shares127
Change+127
Value$11.4K
Filed 2026-11-03
Hilton Head Capital Partners, LLC
UNCHANGED
Shares121 from 121
Change0 (0%)
Value$10.8K (-$593)
Filed 2026-10-23
Breakwater Investment Management
UNCHANGED
Shares119 from 119
Change0 (0%)
Value$10.7K (-$583)
Filed 2026-10-20
Abound Wealth Management
INCREASED
Shares114 from 99
Change+15 (+15%)
Value$10.2K (+$857)
Filed 2026-10-26
Tsfg, LLC
DECREASED
Shares113 from 331
Change-218 (-66%)
Value$10 (-$31.0K)
Filed 2026-10-23
Portfolio Resources Advisor Group, Inc.
DECREASED
Shares111 from 17,630
Change-17,519 (-99%)
Value$9.9K (-$1.7M)
Filed 2026-10-20
Canton Hathaway, LLC
NEW
Shares110
Change+110
Value$9.9K
Filed 2026-10-23
Concord Wealth Partners
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$9.6K (-$525)
Filed 2026-11-02
SJS Investment Consulting Inc.
NEW
Shares106
Change+106
Value$9.5K
Filed 2026-10-26
Private Wealth Management Group, LLC
NEW
Shares104
Change+104
Value$9.3K
Filed 2026-10-19
Advocate Investing Services LLC
DECREASED
Shares104 from 205
Change-101 (-49%)
Value$9.3K (-$10.1K)
Filed 2026-10-26
Capital Investment Counsel, Inc
NEW
Shares100
Change+100
Value$9.0K
Filed 2026-10-20
Axiom Investment Management LLC
INCREASED
Shares96 from 60
Change+36 (+60%)
Value$8.6K (+$2.9K)
Filed 2026-11-03
DecisionPoint Financial, LLC
NEW
Shares95
Change+95
Value$8.5K
Filed 2026-10-27
Cdkv Holdings LLC
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$8.1K (-$441)
Filed 2026-10-28
United Financial Planning Group LLC
INCREASED
Shares89 from 88
Change+1 (+1%)
Value$8.0K (-$345)
Filed 2026-11-04
Lloyd Advisory Services, Llc.
DECREASED
Shares70 from 3,151
Change-3,081 (-98%)
Value$6.3K (-$291.5K)
Filed 2026-11-02
Barrett & Company, Inc.
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$6.2K (-$338)
Filed 2026-10-22
Toth Financial Advisory Corp
NEW
Shares68
Change+68
Value$6.1K
Filed 2026-10-08
Team Financial Group, LLC
NEW
Shares67
Change+67
Value$6.0K
Filed 2026-10-30
Center for Financial Planning, Inc.
NEW
Shares66
Change+66
Value$5.9K
Filed 2026-10-26
MassMutual Private Wealth & Trust, FSB
INCREASED
Shares62 from 28
Change+34 (+121%)
Value$5.6K (+$2.9K)
Filed 2026-10-05
Foresight Capital Management Advisors, Inc.
NEW
Shares61
Change+61
Value$5.5K
Filed 2026-10-27
1620 Investment Advisors, Inc.
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$5.4K (-$294)
Filed 2026-11-04
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$5.2K (-$276)
Filed 2026-10-29
Bfsg, LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$4.9K (-$269)
Filed 2026-10-30
Cherry Tree Wealth Management, LLC
DECREASED
Shares54 from 58
Change-4 (-7%)
Value$4.8K (-$643)
Filed 2026-10-15
Tradewinds Capital Management, LLC
DECREASED
Shares52 from 122,869
Change-122,817 (-100%)
Value$4.7K (-$11.6M)
Filed 2026-10-23
Chilton Capital Management LLC
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$4.3K (-$235)
Filed 2026-10-28
EPG Wealth Management LLC
DECREASED
Shares46 from 60
Change-14 (-23%)
Value$4.1K (-$1.5K)
Filed 2026-11-03
USA Financial Formulas
NEW
Shares44
Change+44
Value$3.9K
Filed 2026-10-16
Nova Financial LLC
NEW
Shares41
Change+41
Value$3.7K
Filed 2026-11-04
Salomon & Ludwin, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$3.6K (-$176)
Filed 2026-10-29
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$3.5K (-$191)
Filed 2026-10-07
Key Capital Management, Inc
DECREASED
Shares35 from 2,349
Change-2,314 (-99%)
Value$3.1K (-$218.9K)
Filed 2026-11-03
Birchwood Financial Partners, Inc.
INCREASED
Shares32 from 31
Change+1 (+3%)
Value$2.8K (-$122)
Filed 2026-11-02
Quest 10 Wealth Builders, Inc.
DECREASED
Shares31 from 586
Change-555 (-95%)
Value$2.8K (-$52.6K)
Filed 2026-11-02
Lodestone Wealth Management LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$2.2K (-$122)
Filed 2026-10-14
GK Wealth Management LLC
NEW
Shares24
Change+24
Value$2.2K
Filed 2026-10-09
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$2.2K (-$117)
Filed 2026-10-27
Reyes Financial Architecture, Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.8K (-$98)
Filed 2026-10-22
Murphy & Mullick Capital Management Corp
NEW
Shares18
Change+18
Value$0
Filed 2026-11-02
Harbor Capital Advisors, Inc.
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1 (-$1)
Filed 2026-10-22
Eukles Asset Management
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$1.3K (-$68)
Filed 2026-11-04
Retirement Wealth Solutions LLC
DECREASED
Shares11 from 11,517
Change-11,506 (-100%)
Value$1.0K (-$1.1M)
Filed 2026-10-07
Horizon Financial Services, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$986 (-$54)
Filed 2026-11-04
PFS Partners, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$449 (-$24)
Filed 2026-10-21
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$359 (-$20)
Filed 2026-10-27
Morling Financial Advisors, LLC
NEW
Shares1
Change+1
Value$68
Filed 2026-10-28
Signature Resources Capital Management, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$90 (-$5)
Filed 2026-10-16
Ocean Park Asset Management, LLC
CLOSED
Shares0 from 361,587
Change-361,587 (-100%)
Value$0 (-$34.2M)
Filed 2026-10-21
Peak Financial Advisors LLC
CLOSED
Shares0 from 208,845
Change-208,845 (-100%)
Value$0 (-$19.7M)
Filed 2026-10-28
Compass Wealth Management, LLC
CLOSED
Shares0 from 152,072
Change-152,072 (-100%)
Value$0 (-$14.4M)
Filed 2026-10-30
Security Financial Services, Inc.
CLOSED
Shares0 from 130,756
Change-130,756 (-100%)
Value$0 (-$12.4M)
Filed 2026-10-29
Kelly Financial Services LLC
CLOSED
Shares0 from 127,863
Change-127,863 (-100%)
Value$0 (-$12.1M)
Filed 2026-10-20
FDx Advisors, Inc.
CLOSED
Shares0 from 107,539
Change-107,539 (-100%)
Value$0 (-$10.2M)
Filed 2026-11-05
Scarborough Advisors, LLC
CLOSED
Shares0 from 97,805
Change-97,805 (-100%)
Value$0 (-$9.2M)
Filed 2026-10-16
Shepherd Financial Partners LLC
CLOSED
Shares0 from 80,672
Change-80,672 (-100%)
Value$0 (-$7.6M)
Filed 2026-11-03
SigFig Wealth Management, LLC
CLOSED
Shares0 from 68,576
Change-68,576 (-100%)
Value$0 (-$6.5M)
Filed 2026-10-07
Cobblestone Asset Management LLC
CLOSED
Shares0 from 67,315
Change-67,315 (-100%)
Value$0 (-$6.4M)
Filed 2026-10-13
Core Wealth Advisors, LLC
CLOSED
Shares0 from 57,683
Change-57,683 (-100%)
Value$0 (-$5.5M)
Filed 2026-11-05
Atlatl Advisers LLC
CLOSED
Shares0 from 43,008
Change-43,008 (-100%)
Value$0 (-$4.1M)
Filed 2026-10-22
Range Financial Group LLC
CLOSED
Shares0 from 39,602
Change-39,602 (-100%)
Value$0 (-$3.7M)
Filed 2026-10-21
VestGen Advisors, LLC
CLOSED
Shares0 from 38,781
Change-38,781 (-100%)
Value$0 (-$3.7M)
Filed 2026-10-27
Wespac Advisors SoCal, LLC
CLOSED
Shares0 from 37,134
Change-37,134 (-100%)
Value$0 (-$3.5M)
Filed 2026-10-13
One Wealth Capital Management, LLC
CLOSED
Shares0 from 34,835
Change-34,835 (-100%)
Value$0 (-$3.3M)
Filed 2026-10-23
TritonPoint Partners, LLC
CLOSED
Shares0 from 27,131
Change-27,131 (-100%)
Value$0 (-$2.6M)
Filed 2026-11-05
May Hill Capital, LLC
CLOSED
Shares0 from 25,235
Change-25,235 (-100%)
Value$0 (-$2.4M)
Filed 2026-11-03
J.M. Arbour, LLC
CLOSED
Shares0 from 23,419
Change-23,419 (-100%)
Value$0 (-$2.2M)
Filed 2026-11-05
Watershed Private Wealth LLC
CLOSED
Shares0 from 23,020
Change-23,020 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-30
WealthPLAN Partners, LLC
CLOSED
Shares0 from 22,262
Change-22,262 (-100%)
Value$0 (-$2.1M)
Filed 2026-10-15
Buttonwood Financial Group, LLC
CLOSED
Shares0 from 21,049
Change-21,049 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-16
Town Capital LLC
CLOSED
Shares0 from 19,453
Change-19,453 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-03
WealthPoint Financial, LLC
CLOSED
Shares0 from 17,281
Change-17,281 (-100%)
Value$0 (-$1.6M)
Filed 2026-11-03
RDA Financial Network
CLOSED
Shares0 from 17,076
Change-17,076 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-15
First Heartland Consultants, Inc.
CLOSED
Shares0 from 15,461
Change-15,461 (-100%)
Value$0 (-$1.5M)
Filed 2026-10-08
XY Planning Network, Inc.
CLOSED
Shares0 from 14,337
Change-14,337 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-14
Beacon Capital Management, LLC
CLOSED
Shares0 from 11,358
Change-11,358 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-23
Absolute Capital Management, LLC
CLOSED
Shares0 from 10,087
Change-10,087 (-100%)
Value$0 (-$953.5K)
Filed 2026-10-16
Parkway Wealth Management Group, LLC
CLOSED
Shares0 from 9,133
Change-9,133 (-100%)
Value$0 (-$863.3K)
Filed 2026-10-20
Aspire Private Capital, LLC
CLOSED
Shares0 from 9,125
Change-9,125 (-100%)
Value$0 (-$862.5K)
Filed 2026-11-05
Signature Estate & Investment Advisors LLC
CLOSED
Shares0 from 8,867
Change-8,867 (-100%)
Value$0 (-$838.1K)
Filed 2026-10-13
Hobbs Wealth Management, LLC
CLOSED
Shares0 from 8,747
Change-8,747 (-100%)
Value$0 (-$826.8K)
Filed 2026-10-20
Florin Court Capital LLP
CLOSED
Shares0 from 8,200
Change-8,200 (-100%)
Value$0 (-$775.1K)
Filed 2026-11-02
Merkkuri Wealth Advisors LLC
CLOSED
Shares0 from 7,942
Change-7,942 (-100%)
Value$0 (-$750.7K)
Filed 2026-11-03
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 7,494
Change-7,494 (-100%)
Value$0 (-$708.3K)
Filed 2026-10-27
Apeiron RIA LLC
CLOSED
Shares0 from 7,338
Change-7,338 (-100%)
Value$0 (-$693.5K)
Filed 2026-10-08
Fiscal Wisdom Wealth Management, LLC
CLOSED
Shares0 from 6,894
Change-6,894 (-100%)
Value$0 (-$651.6K)
Filed 2026-10-16
World Equity Group, Inc.
CLOSED
Shares0 from 6,893
Change-6,893 (-100%)
Value$0 (-$651.6K)
Filed 2026-10-14
Integrated Wealth Management
CLOSED
Shares0 from 5,973
Change-5,973 (-100%)
Value$0 (-$564.6K)
Filed 2026-10-19
BridgePort Financial Solutions, LLC
CLOSED
Shares0 from 5,745
Change-5,745 (-100%)
Value$0 (-$543.0K)
Filed 2026-11-02
Ejmk Ventures LLC
CLOSED
Shares0 from 5,724
Change-5,724 (-100%)
Value$0 (-$541.0K)
Filed 2026-10-21
One Advisory Partners, LLC
CLOSED
Shares0 from 5,629
Change-5,629 (-100%)
Value$0 (-$532.1K)
Filed 2026-10-22
Claro Advisors Inc.
CLOSED
Shares0 from 5,091
Change-5,091 (-100%)
Value$0 (-$481.2K)
Filed 2026-11-02
Colton Groome Financial Advisors, LLC
CLOSED
Shares0 from 4,965
Change-4,965 (-100%)
Value$0 (-$469.3K)
Filed 2026-10-06
Facet Wealth, Inc.
CLOSED
Shares0 from 4,955
Change-4,955 (-100%)
Value$0 (-$468.3K)
Filed 2026-11-04
Gilliland Jeter Wealth Management LLC
CLOSED
Shares0 from 4,493
Change-4,493 (-100%)
Value$0 (-$424.7K)
Filed 2026-10-28
Western Financial Corp
CLOSED
Shares0 from 4,150
Change-4,150 (-100%)
Value$0 (-$392.2K)
Filed 2026-10-14
Kingswood Wealth Advisors, LLC
CLOSED
Shares0 from 4,077
Change-4,077 (-100%)
Value$0 (-$385.4K)
Filed 2026-10-23
FWG Investments, Llc.
CLOSED
Shares0 from 4,018
Change-4,018 (-100%)
Value$0 (-$379.8K)
Filed 2026-11-03
Archer Investment Management, LLC
CLOSED
Shares0 from 3,715
Change-3,715 (-100%)
Value$0 (-$351.1K)
Filed 2026-10-13
Hutchens & Kramer Investment Management Group, LLC
CLOSED
Shares0 from 3,584
Change-3,584 (-100%)
Value$0 (-$338.8K)
Filed 2026-10-16
Aviance Capital Partners, LLC
CLOSED
Shares0 from 3,523
Change-3,523 (-100%)
Value$0 (-$333.0K)
Filed 2026-10-29
Fulcrum Equity Management
CLOSED
Shares0 from 3,471
Change-3,471 (-100%)
Value$0 (-$328.1K)
Filed 2026-10-21
B.O.S.S. Retirement Advisors, LLC
CLOSED
Shares0 from 3,288
Change-3,288 (-100%)
Value$0 (-$310.8K)
Filed 2026-10-26
Lockerman Financial Group, Inc.
CLOSED
Shares0 from 3,258
Change-3,258 (-100%)
Value$0 (-$308.0K)
Filed 2026-10-19
Flagstar Securities, Inc
CLOSED
Shares0 from 3,196
Change-3,196 (-100%)
Value$0 (-$302.1K)
Filed 2026-10-15
LiftPoint Family Wealth Advisors LLC
CLOSED
Shares0 from 2,704
Change-2,704 (-100%)
Value$0 (-$255.6K)
Filed 2026-11-03
Annex Advisory Services, LLC
CLOSED
Shares0 from 2,685
Change-2,685 (-100%)
Value$0 (-$253.8K)
Filed 2026-10-16
Asempa Wealth Advisors
CLOSED
Shares0 from 2,611
Change-2,611 (-100%)
Value$0 (-$246.8K)
Filed 2026-10-07
Breakwater Capital Group
CLOSED
Shares0 from 2,598
Change-2,598 (-100%)
Value$0 (-$245.5K)
Filed 2026-10-09
CV Advisors LLC
CLOSED
Shares0 from 2,597
Change-2,597 (-100%)
Value$0 (-$244.6K)
Filed 2026-10-13
Elevation Wealth Management LLC
CLOSED
Shares0 from 2,579
Change-2,579 (-100%)
Value$0 (-$243.8K)
Filed 2026-11-02
Caliber Wealth Management, LLC / KS
CLOSED
Shares0 from 2,570
Change-2,570 (-100%)
Value$0 (-$243.0K)
Filed 2026-11-04
Stirlingshire Investments, Inc.
CLOSED
Shares0 from 2,551
Change-2,551 (-100%)
Value$0 (-$241.1K)
Filed 2026-11-05
TrueWealth Advisors, LLC
CLOSED
Shares0 from 2,528
Change-2,528 (-100%)
Value$0 (-$239.0K)
Filed 2026-10-09
Global Financial Private Client, LLC
CLOSED
Shares0 from 2,518
Change-2,518 (-100%)
Value$0 (-$238.0K)
Filed 2026-10-15
Larry Mathis Financial Planning, LLC
CLOSED
Shares0 from 2,418
Change-2,418 (-100%)
Value$0 (-$228.5K)
Filed 2026-10-26
Syntegra Private Wealth Group, LLC
CLOSED
Shares0 from 2,363
Change-2,363 (-100%)
Value$0 (-$223.3K)
Filed 2026-10-13
Lake Street Private Wealth, LLC
CLOSED
Shares0 from 2,245
Change-2,245 (-100%)
Value$0 (-$212.2K)
Filed 2026-10-22
Novem Group
CLOSED
Shares0 from 2,245
Change-2,245 (-100%)
Value$0 (-$212.2K)
Filed 2026-10-19
Avior Wealth Management, LLC
CLOSED
Shares0 from 2,199
Change-2,199 (-100%)
Value$0 (-$207.9K)
Filed 2026-10-13
Kelly Financial Group LLC
CLOSED
Shares0 from 2,185
Change-2,185 (-100%)
Value$0 (-$206.5K)
Filed 2026-10-16
First Premier Bank
CLOSED
Shares0 from 2,171
Change-2,171 (-100%)
Value$0 (-$205)
Filed 2026-10-13
HUB Investment Partners, LLC
CLOSED
Shares0 from 2,163
Change-2,163 (-100%)
Value$0 (-$204.4K)
Filed 2026-11-03
Centennial Advisors, LLC
CLOSED
Shares0 from 2,148
Change-2,148 (-100%)
Value$0 (-$203.0K)
Filed 2026-10-21
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,088
Change-1,088 (-100%)
Value$0 (-$102.8K)
Filed 2026-10-15
Islay Capital Management, LLC
CLOSED
Shares0 from 1,004
Change-1,004 (-100%)
Value$0 (-$94.9K)
Filed 2026-10-20
LifeSteps Financial, Inc.
CLOSED
Shares0 from 783
Change-783 (-100%)
Value$0 (-$74.0K)
Filed 2026-10-15
Tucker Asset Management LLC
CLOSED
Shares0 from 717
Change-717 (-100%)
Value$0 (-$67.8K)
Filed 2026-10-29
Wagner Wealth Management, LLC
CLOSED
Shares0 from 601
Change-601 (-100%)
Value$0 (-$56.8K)
Filed 2026-10-21
Montgomery Financial Services LLC
CLOSED
Shares0 from 285
Change-285 (-100%)
Value$0 (-$26.9K)
Filed 2026-11-03
MCF Advisors LLC
CLOSED
Shares0 from 266
Change-266 (-100%)
Value$0 (-$25.1K)
Filed 2026-10-28
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 252
Change-252 (-100%)
Value$0 (-$23.8K)
Filed 2026-10-26
Kings Path Partners LLC
CLOSED
Shares0 from 242
Change-242 (-100%)
Value$0 (-$22.9K)
Filed 2026-10-21
Salem Investment Counselors Inc
CLOSED
Shares0 from 195
Change-195 (-100%)
Value$0 (-$18.4K)
Filed 2026-10-13
Harbor Investment Advisory, LLC
CLOSED
Shares0 from 163
Change-163 (-100%)
Value$0 (-$15.4K)
Filed 2026-10-13
Southern Michigan Bank & Trust
CLOSED
Shares0 from 156
Change-156 (-100%)
Value$0 (-$14.7K)
Filed 2026-10-19
Robinswood Financial LLC
CLOSED
Shares0 from 92
Change-92 (-100%)
Value$0 (-$8.7K)
Filed 2026-10-20
Networth Advisors, LLC
CLOSED
Shares0 from 79
Change-79 (-100%)
Value$0 (-$7.4K)
Filed 2026-11-03
SYM Financial Corp
CLOSED
Shares0 from 77
Change-77 (-100%)
Value$0 (-$7.3K)
Filed 2026-10-26
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 67
Change-67 (-100%)
Value$0 (-$6.3K)
Filed 2026-10-29
Kroeger Financial Partners
CLOSED
Shares0 from 61
Change-61 (-100%)
Value$0 (-$5.8K)
Filed 2026-10-19
Olistico Wealth, LLC
CLOSED
Shares0 from 33
Change-33 (-100%)
Value$0 (-$3.1K)
Filed 2026-10-05
Dhjj Financial Advisors, Ltd.
CLOSED
Shares0 from 23
Change-23 (-100%)
Value$0 (-$2.2K)
Filed 2026-10-23
CrossGen Wealth, LLC
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-30
Hanson & Doremus Investment Management
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$1)
Filed 2026-10-16
RMG Wealth Management LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$559)
Filed 2026-10-26
Gill Capital Partners, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$473)
Filed 2026-10-13
Hoese & Co LLP
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$378)
Filed 2026-10-21
Burk Holdings LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$58)
Filed 2026-11-05
Kozak & Associates, Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$54)
Filed 2026-10-29
Holos Integrated Wealth LLC
UNCHANGED
Shares0 from 0
Change0
Value$18 (-$1)
Filed 2026-10-23
Bank of America Corp
N/A
Shares— from 68,261,267
Change-68,261,267 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 37,776,202
Change-37,776,202 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 30,910,875
Change-30,910,875 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 27,128,190
Change-27,128,190 (-100%)
Value—
UBS Group AG
N/A
Shares— from 18,496,926
Change-18,496,926 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 14,805,333
Change-14,805,333 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 13,686,305
Change-13,686,305 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 11,538,279
Change-11,538,279 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 7,678,893
Change-7,678,893 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 4,278,858
Change-4,278,858 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 3,741,705
Change-3,741,705 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 3,279,174
Change-3,279,174 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 3,034,893
Change-3,034,893 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,912,422
Change-2,912,422 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 2,803,720
Change-2,803,720 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 2,654,254
Change-2,654,254 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 2,380,025
Change-2,380,025 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 2,352,562
Change-2,352,562 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,311,312
Change-2,311,312 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,146,275
Change-2,146,275 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 2,119,612
Change-2,119,612 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 1,892,523
Change-1,892,523 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 1,833,567
Change-1,833,567 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,769,513
Change-1,769,513 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,716,390
Change-1,716,390 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 1,685,608
Change-1,685,608 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,607,411
Change-1,607,411 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,599,915
Change-1,599,915 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,592,160
Change-1,592,160 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 1,509,344
Change-1,509,344 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,487,140
Change-1,487,140 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 1,433,945
Change-1,433,945 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 1,386,800
Change-1,386,800 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 1,172,019
Change-1,172,019 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 1,131,436
Change-1,131,436 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 1,006,787
Change-1,006,787 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 984,369
Change-984,369 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 904,453
Change-904,453 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 864,704
Change-864,704 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 831,866
Change-831,866 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 812,942
Change-812,942 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 801,475
Change-801,475 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 720,721
Change-720,721 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 700,621
Change-700,621 (-100%)
Value—
Capital International Investors
N/A
Shares— from 695,093
Change-695,093 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 675,822
Change-675,822 (-100%)
Value—
Lutz Financial Services LLC
N/A
Shares— from 658,034
Change-658,034 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 643,669
Change-643,669 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 608,645
Change-608,645 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 559,163
Change-559,163 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 517,750
Change-517,750 (-100%)
Value—
Korea Investment Corp
N/A
Shares— from 500,000
Change-500,000 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 477,622
Change-477,622 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 470,874
Change-470,874 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 449,653
Change-449,653 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 444,758
Change-444,758 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 441,162
Change-441,162 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 440,730
Change-440,730 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 411,950
Change-411,950 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 399,026
Change-399,026 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 365,786
Change-365,786 (-100%)
Value—
FMR LLC
N/A
Shares— from 365,720
Change-365,720 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 363,202
Change-363,202 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 361,979
Change-361,979 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 348,023
Change-348,023 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 338,060
Change-338,060 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 326,530
Change-326,530 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 297,555
Change-297,555 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 296,322
Change-296,322 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 290,132
Change-290,132 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 275,200
Change-275,200 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 265,355
Change-265,355 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 262,425
Change-262,425 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 260,720
Change-260,720 (-100%)
Value—
Jacobson & Schmitt Advisors, LLC
N/A
Shares— from 258,653
Change-258,653 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 253,580
Change-253,580 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 250,291
Change-250,291 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 243,877
Change-243,877 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 238,354
Change-238,354 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 227,647
Change-227,647 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 227,389
Change-227,389 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 225,258
Change-225,258 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 224,776
Change-224,776 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 216,000
Change-216,000 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 214,799
Change-214,799 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 214,531
Change-214,531 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 213,931
Change-213,931 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 209,076
Change-209,076 (-100%)
Value—
Castleark Management LLC
N/A
Shares— from 204,235
Change-204,235 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 202,306
Change-202,306 (-100%)
Value—
TCW Group Inc
N/A
Shares— from 200,832
Change-200,832 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 198,697
Change-198,697 (-100%)
Value—
Johns Hopkins University
N/A
Shares— from 193,437
Change-193,437 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 193,120
Change-193,120 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 187,630
Change-187,630 (-100%)
Value—
Barclays PLC
N/A
Shares— from 184,420
Change-184,420 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 175,469
Change-175,469 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 170,642
Change-170,642 (-100%)
Value—
&partners
N/A
Shares— from 170,440
Change-170,440 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 164,593
Change-164,593 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 162,750
Change-162,750 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 161,055
Change-161,055 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 151,946
Change-151,946 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 148,301
Change-148,301 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 147,438
Change-147,438 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 147,256
Change-147,256 (-100%)
Value—
Meteora Capital, LLC
N/A
Shares— from 146,600
Change-146,600 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 145,355
Change-145,355 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 142,589
Change-142,589 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 140,524
Change-140,524 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 139,211
Change-139,211 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 137,904
Change-137,904 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 134,989
Change-134,989 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 134,132
Change-134,132 (-100%)
Value—
Tandem Wealth Advisors LLC
N/A
Shares— from 133,260
Change-133,260 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 133,235
Change-133,235 (-100%)
Value—
Resona Asset Management Co.,Ltd.
N/A
Shares— from 128,832
Change-128,832 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 125,397
Change-125,397 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 118,840
Change-118,840 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 117,931
Change-117,931 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 115,183
Change-115,183 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 114,412
Change-114,412 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 113,854
Change-113,854 (-100%)
Value—
Shelter Mutual Insurance Co
N/A
Shares— from 113,212
Change-113,212 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 110,380
Change-110,380 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 102,125
Change-102,125 (-100%)
Value—
CIM, LLC
N/A
Shares— from 100,910
Change-100,910 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 100,451
Change-100,451 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 97,805
Change-97,805 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 97,049
Change-97,049 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 96,725
Change-96,725 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 93,988
Change-93,988 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 91,708
Change-91,708 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 90,635
Change-90,635 (-100%)
Value—
Invst, LLC
N/A
Shares— from 88,909
Change-88,909 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 86,816
Change-86,816 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 84,918
Change-84,918 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 83,092
Change-83,092 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 82,871
Change-82,871 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 81,550
Change-81,550 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 81,276
Change-81,276 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 77,967
Change-77,967 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 77,486
Change-77,486 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 75,512
Change-75,512 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 74,484
Change-74,484 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 73,512
Change-73,512 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 73,250
Change-73,250 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 73,126
Change-73,126 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 72,994
Change-72,994 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 71,299
Change-71,299 (-100%)
Value—
Commerce Bank
N/A
Shares— from 70,321
Change-70,321 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 70,266
Change-70,266 (-100%)
Value—
a16z Perennial Management, L.P.
N/A
Shares— from 69,775
Change-69,775 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 69,406
Change-69,406 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 68,371
Change-68,371 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 68,021
Change-68,021 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 67,436
Change-67,436 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 65,959
Change-65,959 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 63,935
Change-63,935 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 61,450
Change-61,450 (-100%)
Value—
Betterment LLC
N/A
Shares— from 60,424
Change-60,424 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 58,730
Change-58,730 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 58,028
Change-58,028 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 58,020
Change-58,020 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 57,722
Change-57,722 (-100%)
Value—
Allstate Corp
N/A
Shares— from 52,648
Change-52,648 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 51,565
Change-51,565 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 51,021
Change-51,021 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 48,826
Change-48,826 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 47,855
Change-47,855 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 47,247
Change-47,247 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 45,661
Change-45,661 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 45,045
Change-45,045 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 43,460
Change-43,460 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 43,302
Change-43,302 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 42,978
Change-42,978 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 41,140
Change-41,140 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 40,370
Change-40,370 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 40,261
Change-40,261 (-100%)
Value—
Avanda Investment Management Pte. Ltd.
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 39,525
Change-39,525 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 39,249
Change-39,249 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 38,469
Change-38,469 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 36,816
Change-36,816 (-100%)
Value—
GTS Financial, LLC
N/A
Shares— from 36,079
Change-36,079 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 35,252
Change-35,252 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 34,643
Change-34,643 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 34,390
Change-34,390 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 33,935
Change-33,935 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 33,659
Change-33,659 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 33,114
Change-33,114 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 33,090
Change-33,090 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 32,300
Change-32,300 (-100%)
Value—
ArborFi Advisors, LLC
N/A
Shares— from 31,928
Change-31,928 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 31,253
Change-31,253 (-100%)
Value—
Citizens & Northern Corp
N/A
Shares— from 31,118
Change-31,118 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 30,941
Change-30,941 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 29,845
Change-29,845 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 29,567
Change-29,567 (-100%)
Value—
Chesapeake Capital Corp
N/A
Shares— from 29,567
Change-29,567 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 29,046
Change-29,046 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 28,860
Change-28,860 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 28,777
Change-28,777 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 27,957
Change-27,957 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 27,229
Change-27,229 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 27,089
Change-27,089 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 27,058
Change-27,058 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 26,995
Change-26,995 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 26,726
Change-26,726 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 26,592
Change-26,592 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 26,456
Change-26,456 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 26,266
Change-26,266 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 25,971
Change-25,971 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 25,870
Change-25,870 (-100%)
Value—
Compass Financial Group, Inc.
N/A
Shares— from 25,641
Change-25,641 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 24,908
Change-24,908 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 24,800
Change-24,800 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 24,739
Change-24,739 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 24,266
Change-24,266 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 23,997
Change-23,997 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 23,809
Change-23,809 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 23,485
Change-23,485 (-100%)
Value—
Crabel Capital Management, LLC
N/A
Shares— from 22,633
Change-22,633 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 22,010
Change-22,010 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 21,806
Change-21,806 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 21,387
Change-21,387 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 21,355
Change-21,355 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 21,227
Change-21,227 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 21,192
Change-21,192 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 20,834
Change-20,834 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 20,792
Change-20,792 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 20,742
Change-20,742 (-100%)
Value—
Spectrum Investment Advisors, Inc.
N/A
Shares— from 20,282
Change-20,282 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 20,011
Change-20,011 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 19,528
Change-19,528 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 19,344
Change-19,344 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 19,296
Change-19,296 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 18,749
Change-18,749 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 18,113
Change-18,113 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 18,016
Change-18,016 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 17,934
Change-17,934 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 17,671
Change-17,671 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 17,654
Change-17,654 (-100%)
Value—
Advisory Research Inc
N/A
Shares— from 17,518
Change-17,518 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 16,692
Change-16,692 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 16,651
Change-16,651 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 16,573
Change-16,573 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 16,479
Change-16,479 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 16,379
Change-16,379 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 16,031
Change-16,031 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 15,776
Change-15,776 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 15,589
Change-15,589 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 15,571
Change-15,571 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 15,446
Change-15,446 (-100%)
Value—
Zinnia Wealth Advisory, LLC
N/A
Shares— from 15,199
Change-15,199 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 14,890
Change-14,890 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 14,864
Change-14,864 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 14,819
Change-14,819 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 14,518
Change-14,518 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 14,390
Change-14,390 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 14,237
Change-14,237 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 14,226
Change-14,226 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 14,113
Change-14,113 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 14,110
Change-14,110 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 13,972
Change-13,972 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 13,719
Change-13,719 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 13,287
Change-13,287 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 13,167
Change-13,167 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 12,896
Change-12,896 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 12,872
Change-12,872 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 12,522
Change-12,522 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 12,446
Change-12,446 (-100%)
Value—
Blair William & Co
N/A
Shares— from 12,371
Change-12,371 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 12,294
Change-12,294 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 12,238
Change-12,238 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 12,084
Change-12,084 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 11,884
Change-11,884 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 11,857
Change-11,857 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 11,236
Change-11,236 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 11,169
Change-11,169 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 10,782
Change-10,782 (-100%)
Value—
Summit Wealth Group, LLC
N/A
Shares— from 10,509
Change-10,509 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 10,411
Change-10,411 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 9,972
Change-9,972 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 9,947
Change-9,947 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 9,746
Change-9,746 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 9,485
Change-9,485 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 9,471
Change-9,471 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 9,451
Change-9,451 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 9,431
Change-9,431 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 9,305
Change-9,305 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 9,213
Change-9,213 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 9,180
Change-9,180 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 8,996
Change-8,996 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 8,871
Change-8,871 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 8,697
Change-8,697 (-100%)
Value—
Nwam LLC
N/A
Shares— from 8,580
Change-8,580 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 8,579
Change-8,579 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 8,379
Change-8,379 (-100%)
Value—
EFG International AG
N/A
Shares— from 8,349
Change-8,349 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 8,259
Change-8,259 (-100%)
Value—
American Capital Management Inc
N/A
Shares— from 8,186
Change-8,186 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 8,037
Change-8,037 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 8,011
Change-8,011 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 7,861
Change-7,861 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 7,655
Change-7,655 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 7,577
Change-7,577 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 7,553
Change-7,553 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 7,537
Change-7,537 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 7,505
Change-7,505 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 7,364
Change-7,364 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 7,255
Change-7,255 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 7,029
Change-7,029 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 7,010
Change-7,010 (-100%)
Value—
TFO Wealth Partners, LLC
N/A
Shares— from 6,941
Change-6,941 (-100%)
Value—
Annandale Capital, LLC
N/A
Shares— from 6,939
Change-6,939 (-100%)
Value—
Concord Investment Counsel Inc.
N/A
Shares— from 6,822
Change-6,822 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 6,702
Change-6,702 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 6,572
Change-6,572 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 6,338
Change-6,338 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 6,104
Change-6,104 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 6,033
Change-6,033 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 5,861
Change-5,861 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 5,785
Change-5,785 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 5,757
Change-5,757 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 5,588
Change-5,588 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 5,531
Change-5,531 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 5,422
Change-5,422 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 5,321
Change-5,321 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 5,257
Change-5,257 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 5,198
Change-5,198 (-100%)
Value—
Dearborn Partners LLC
N/A
Shares— from 5,195
Change-5,195 (-100%)
Value—
Novus Advisors, LLC
N/A
Shares— from 4,994
Change-4,994 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 4,963
Change-4,963 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 4,868
Change-4,868 (-100%)
Value—
First Citizens Asset Management, Inc.
N/A
Shares— from 4,802
Change-4,802 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 4,730
Change-4,730 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 4,649
Change-4,649 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 4,628
Change-4,628 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 4,508
Change-4,508 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 4,498
Change-4,498 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 4,483
Change-4,483 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 4,452
Change-4,452 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 4,294
Change-4,294 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 4,269
Change-4,269 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 4,228
Change-4,228 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 4,214
Change-4,214 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 3,969
Change-3,969 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 3,882
Change-3,882 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 3,758
Change-3,758 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 3,727
Change-3,727 (-100%)
Value—
Windward Private Wealth Management Inc.
N/A
Shares— from 3,684
Change-3,684 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 3,668
Change-3,668 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 3,593
Change-3,593 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 3,551
Change-3,551 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 3,519
Change-3,519 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 3,519
Change-3,519 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 3,501
Change-3,501 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 3,450
Change-3,450 (-100%)
Value—
Hillsdale Investment Management Inc.
N/A
Shares— from 3,430
Change-3,430 (-100%)
Value—
Protective Life Corp
N/A
Shares— from 3,415
Change-3,415 (-100%)
Value—
Ground Swell Capital, LLC
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 3,391
Change-3,391 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 3,318
Change-3,318 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 3,317
Change-3,317 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 3,164
Change-3,164 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 3,113
Change-3,113 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 3,026
Change-3,026 (-100%)
Value—
Warner Group LLC
N/A
Shares— from 3,006
Change-3,006 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 2,944
Change-2,944 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 2,936
Change-2,936 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 2,870
Change-2,870 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 2,843
Change-2,843 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 2,797
Change-2,797 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 2,759
Change-2,759 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 2,758
Change-2,758 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 2,744
Change-2,744 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 2,727
Change-2,727 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 2,719
Change-2,719 (-100%)
Value—
Orleans Capital Management Corp
N/A
Shares— from 2,643
Change-2,643 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 2,642
Change-2,642 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 2,632
Change-2,632 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 2,589
Change-2,589 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 2,560
Change-2,560 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 2,542
Change-2,542 (-100%)
Value—
EQ LLC
N/A
Shares— from 2,531
Change-2,531 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 2,526
Change-2,526 (-100%)
Value—
Stephens Inc
N/A
Shares— from 2,494
Change-2,494 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 2,407
Change-2,407 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 2,350
Change-2,350 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 2,286
Change-2,286 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 2,281
Change-2,281 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 2,276
Change-2,276 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 2,257
Change-2,257 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 2,245
Change-2,245 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 2,199
Change-2,199 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 2,134
Change-2,134 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 1,966
Change-1,966 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 1,950
Change-1,950 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 1,906
Change-1,906 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 1,887
Change-1,887 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 1,497
Change-1,497 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 1,430
Change-1,430 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 1,236
Change-1,236 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 1,186
Change-1,186 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,156
Change-1,156 (-100%)
Value—
Evolution Advisers, Inc.
N/A
Shares— from 849
Change-849 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 698
Change-698 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 621
Change-621 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 607
Change-607 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 607
Change-607 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 598
Change-598 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 575
Change-575 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 549
Change-549 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 473
Change-473 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 431
Change-431 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 415
Change-415 (-100%)
Value—
Rogco, LP
N/A
Shares— from 405
Change-405 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 393
Change-393 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 384
Change-384 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 383
Change-383 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 358
Change-358 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 354
Change-354 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 332
Change-332 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 320
Change-320 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 310
Change-310 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 299
Change-299 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 293
Change-293 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 242
Change-242 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 227
Change-227 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 216
Change-216 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 215
Change-215 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 212
Change-212 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 194
Change-194 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 190
Change-190 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 170
Change-170 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 118
Change-118 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 114
Change-114 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 100
Change-100 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 58
Change-58 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 46
Change-46 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 40
Change-40 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 40
Change-40 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 36
Change-36 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 35
Change-35 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 34
Change-34 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 33
Change-33 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 23
Change-23 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 11
Change-11 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Truist Financial Corp
DECREASED4,650,2315,541,462-891,231-16%$523.8M$416.8M-$107.0M2026-10-30
Midland Wealth Advisors, LLC
INCREASED3,196,6162,518,894+677,722+27%$238.1M$286.5M+$48.4M2026-10-26
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED2,059,3091,957,539+101,770+5%$185.0M$184.6M-$471.3K2026-10-14
Ferguson Wellman Capital Management, Inc
INCREASED1,711,0631,544,469+166,594+11%$146.0M$153.3M+$7.4M2026-10-05
Asset Management One Co., Ltd.
INCREASED1,248,2991,225,691+22,608+2%$115.9M$111.9M-$4.0M2026-10-27
Bank of New York Mellon Corp
DECREASED1,028,0562,420,276-1,392,220-58%$228.8M$92.1M-$136.6M2026-11-05
Blue Trust, Inc.
DECREASED904,461966,223-61,762-6%$91.3M$81.1M-$10.3M2026-10-15
Mirae Asset Global Investments Co., Ltd.
DECREASED839,3091,549,507-710,198-46%$146.5M$75.2M-$71.2M2026-11-03
Exchange Traded Concepts, LLC
DECREASED820,807870,621-49,814-6%$82.3M$73.6M-$8.7M2026-10-28
Nottingham Advisors, Inc.
DECREASED787,190816,347-29,157-4%$76.6M$70.4M-$6.2M2026-10-29
Sumitomo Mitsui Trust Group, Inc.
INCREASED768,970713,705+55,265+8%$67.5M$68.9M+$1.5M2026-10-29
Klaas Financial Asset Advisors, LLC
INCREASED755,894733,132+22,762+3%$69.3M$67.7M-$1.6M2026-10-19
Rockland Trust Co
INCREASED663,553640,701+22,852+4%$60.6M$59.5M-$1.1M2026-10-05
Willis Johnson Wealth, Inc.
INCREASED637,117622,437+14,680+2%$58.8M$57.1M-$1.7M2026-11-03
State of Michigan Retirement System
UNCHANGED600,000600,00000%$56.7M$53.8M-$2.9M2026-10-27
iA Global Asset Management Inc.
INCREASED583,226284,376+298,850+105%$26.9M$52.3K-$26.8M2026-10-29
Wealth Enhancement Advisory Services, LLC
DECREASED574,772594,470-19,698-3%$55.7M$51.6M-$4.1M2026-10-13
Commonwealth Equity Services, LLC
DECREASED547,956745,517-197,561-26%$70.5M$49.1M-$21.4M2026-11-02
Constellation Investments, Inc.
UNCHANGED495,924495,92400%$46.9M$44.4M-$2.4M2026-10-28
Northside Capital Management, LLC
INCREASED487,886394,193+93,693+24%$37.3M$43.7M+$6.5M2026-10-13
Modera Wealth Management, LLC
INCREASED439,400309,599+129,801+42%$29.3M$39.4M+$10.1M2026-10-28
Avidian Wealth Enterprises, LLC
DECREASED439,200448,842-9,642-2%$42.4M$39.4M-$3.1M2026-10-08
Bangor Savings Bank
INCREASED429,111422,012+7,099+2%$39.9M$38.5M-$1.4M2026-10-06
Kestra Investment Management, LLC
INCREASED413,036395,483+17,553+4%$37.4M$37.0M-$364.8K2026-11-04
Conning Inc.
UNCHANGED387,672387,67200%$36.6M$34.7M-$1.9M2026-10-27
NAN Fung Trinity (HK) Ltd
UNCHANGED349,200349,20000%$33.0M$31.3M-$1.7M2026-11-06
Integrity Alliance, Llc.
INCREASED328,369305,701+22,668+7%$28.9M$29.4M+$533.6K2026-10-29
Bernardo Wealth Planning LLC
INCREASED323,546148,098+175,448+118%$14.0M$29.0M+$15.0M2026-10-23
Cambridge Investment Research Advisors, Inc.
DECREASED320,852482,476-161,624-33%$45.6M$28.8K-$45.6M2026-11-02
Vise Technologies, Inc.
DECREASED302,110429,639-127,529-30%$40.6M$27.1M-$13.5M2026-10-29
US Bancorp \de\
DECREASED298,084300,474-2,390-1%$28.4M$26.7M-$1.7M2026-11-05
Confluence Investment Management LLC
DECREASED290,234303,528-13,294-4%$28.7M$26.0M-$2.7M2026-10-01
Parkside Investments, LLC
DECREASED286,128345,053-58,925-17%$32.6M$25.6M-$7.0M2026-10-20
Citigroup Inc
INCREASED262,57062,874+199,696+318%$5.9M$23.5M+$17.6M2026-11-04
Wealthcare Advisory Partners LLC
INCREASED261,546242,028+19,518+8%$22.9M$23.4M+$563.3K2026-10-21
Carnegie Investment Counsel
INCREASED252,613251,825+788+0%$23.8M$22.6M-$1.2M2026-10-20
Quattro Financial Advisors LLC
DECREASED240,218241,622-1,404-1%$22.8M$21.5M-$1.3M2026-10-15
Arvest Investments, Inc.
INCREASED237,371224,016+13,355+6%$21.2M$21.3M+$99.2K2026-10-21
Brookstone Capital Management
DECREASED235,689336,263-100,574-30%$31.8M$21.1M-$10.7M2026-10-22
Lido Advisors, LLC
INCREASED229,81014,125+215,685+1527%$1.3M$20.6M+$19.3M2026-11-04
Market Street Wealth Management Advisors LLC
INCREASED220,9822,981+218,001+7313%$281.8K$19.8M+$19.5M2026-10-09
Sharkey, Howes & Javer
INCREASED220,271215,214+5,057+2%$20.3M$19.7M-$601.4K2026-10-22
McKinley Carter Wealth Services, Inc.
DECREASED206,345208,830-2,485-1%$19.7M$18.5M-$1.2M2026-10-16
State of New Jersey Common Pension Fund D
DECREASED200,000700,000-500,000-71%$66.2M$17.9M-$48.2M2026-11-05
RKL Wealth Management LLC
INCREASED196,709191,867+4,842+3%$18.1M$17.6M-$506.1K2026-10-16
SteelPeak Wealth, LLC
DECREASED192,869207,334-14,465-7%$19.6M$17.3M-$2.3M2026-10-16
Galvin, Gaustad & Stein, LLC
DECREASED191,296196,122-4,826-2%$18.5M$17.1M-$1.4M2026-10-08
Kestra Advisory Services, LLC
INCREASED180,913104,693+76,220+73%$9.9M$16.2M+$6.3M2026-11-02
Keybank National Association
DECREASED165,435180,916-15,481-9%$17.1M$14.8M-$2.3M2026-11-04
Courier Capital LLC
DECREASED165,130255,874-90,744-35%$24.2M$14.8M-$9.4M2026-10-19
Thrivent Financial for Lutherans
DECREASED164,655477,900-313,245-66%$45.2M$14.7M-$30.5M2026-11-05
BlueSky Wealth Advisors, LLC
DECREASED163,042180,746-17,704-10%$17.1M$14.6M-$2.5M2026-10-29
Farmers & Merchants Investments Inc
INCREASED157,087149,687+7,400+5%$14.1M$14.1M-$70.3K2026-10-22
Fifth Third Bancorp
DECREASED154,708164,294-9,586-6%$15.5M$13.9M-$1.7M2026-11-05
Boltwood Capital Management
INCREASED147,239139,285+7,954+6%$13.2M$13.2M+$30.3K2026-10-02
Creative Planning
INCREASED143,41795,988+47,429+49%$9.1M$12.9M+$3.8M2026-11-02
Cornerstone Management, Inc.
INCREASED133,455129,845+3,610+3%$12.3M$12.0M-$312.7K2026-10-16
Aafmaa Wealth Management & Trust LLC
INCREASED131,542123,856+7,686+6%$11.7M$11.8M+$81.9K2026-10-14
Knights of Columbus Asset Advisors LLC
INCREASED124,92162,949+61,972+98%$5.9M$11.2M+$5.2M2026-11-05
Westover Capital Advisors, LLC
DECREASED120,866122,526-1,660-1%$11.6M$10.8M-$749.1K2026-10-26
Cabot Wealth Management Inc
DECREASED118,907125,676-6,769-5%$11.9M$10.7M-$1.2M2026-11-05
EverSource Wealth Advisors, LLC
INCREASED115,406111,311+4,095+4%$10.5M$10.3M-$178.4K2026-11-04
Smith Salley Wealth Management
DECREASED114,896115,609-713-1%$10.9M$10.3M-$630.4K2026-11-03
Perigon Wealth Management, LLC
DECREASED113,252120,521-7,269-6%$11.4M$10.1M-$1.2M2026-10-22
Heck Capital Advisors, LLC
DECREASED112,316174,713-62,397-36%$16.5M$10.1M-$6.4M2026-10-14
SAX Wealth Advisors, LLC
INCREASED109,26479,719+29,545+37%$7.6M$9.8M+$2.2M2026-10-13
Assetmark, Inc
DECREASED106,307168,836-62,529-37%$16.0M$9.5M-$6.4M2026-10-21
Pictet Asset Management Holding SA
UNCHANGED106,000106,00000%$10.0M$9.5M-$519.4K2026-11-03
Ameraudi Asset Management, Inc.
INCREASED104,21394,349+9,864+10%$8.9M$9.3M+$421.7K2026-11-05
Choreo, LLC
INCREASED92,78548,476+44,309+91%$4.6M$8.3M+$3.7M2026-10-28
Procyon Advisors, LLC
INCREASED90,73189,832+899+1%$8.5M$8.1M-$359.6K2026-10-21
Park Avenue Securities LLC
DECREASED90,4251,466,815-1,376,390-94%$138.6M$8.1K-$138.6M2026-10-26
Bestgate Wealth Advisors, LLC
INCREASED87,51226,179+61,333+234%$2.5M$7.8M+$5.4M2026-10-13
Sima Wealth Partners, LLC
INCREASED86,16581,410+4,755+6%$7.7M$7.7M+$27.2K2026-10-19
Jmac Enterprises LLC
INCREASED83,74181,180+2,561+3%$7.7M$7.5M-$168.3K2026-10-30
Archford Capital Strategies, LLC
INCREASED80,05568,826+11,229+16%$6.5M$7.2M+$669.2K2026-10-19
Leuthold Group, LLC
DECREASED79,67980,658-979-1%$7.6M$7.1M-$483.0K2026-11-04
Blankinship & Foster, LLC
DECREASED76,98179,582-2,601-3%$7.5M$6.9M-$623.1K2026-10-19
Concurrent Investment Advisors, LLC
DECREASED75,261105,404-30,143-29%$10.0M$6.7M-$3.2M2026-10-16
Prime Capital Investment Advisors, LLC
INCREASED74,84973,225+1,624+2%$6.9M$6.7M-$213.2K2026-10-20
Traveka Wealth, LLC
INCREASED70,28057,586+12,694+22%$5.4M$6.3M+$855.4K2026-10-19
Winthrop Capital Management, LLC
INCREASED64,95764,433+524+1%$6.1M$5.8M-$268.5K2026-11-05
Abbington Investment Group
NEW63,594—+63,594——$5.7M—2026-11-03
Univest Financial Corp
INCREASED63,43150,634+12,797+25%$4.8M$5.7M+$898.8K2026-11-05
Retirement Systems of Alabama
INCREASED62,18547,805+14,380+30%$4.5M$5.6M+$1.1M2026-11-04
MMA Asset Management LLC
DECREASED62,11563,833-1,718-3%$6.0M$5.6M-$466.7K2026-11-02
Alternative Investment Advisors, Llc.
DECREASED61,99564,070-2,075-3%$6.1M$5.6M-$499.7K2026-11-03
Elevated Financial Group LLC
DECREASED61,64185,206-23,565-28%$8.1M$5.5M-$2.5M2026-10-16
Oppenheimer Asset Management Inc.
INCREASED59,57556,224+3,351+6%$5.3M$5.3M+$24.8K2026-10-27
McNaughton Wealth Management, LLC
DECREASED59,34770,197-10,850-15%$6.6M$5.3M-$1.3M2026-10-09
Columbus Macro, LLC
INCREASED58,68052,125+6,555+13%$4.9M$5.3M+$332.0K2026-10-14
Farther Finance Advisors, LLC
DECREASED58,541114,643-56,102-49%$10.8M$5.2M-$5.6M2026-10-08
International Private Wealth Advisors LLC
INCREASED58,48356,994+1,489+3%$5.4M$5.2M-$145.8K2026-11-05
Advus Financial Partners, LLC
INCREASED57,68453,956+3,728+7%$5.1M$5.2M+$69.8K2026-10-20
Client 1ST Advisory Group, LLC
INCREASED56,95654,539+2,417+4%$5.2M$5.1M-$50.6K2026-10-19
Monument Capital Management
INCREASED56,82052,580+4,240+8%$5.0M$5.1M+$122.3K2026-10-09
ARQ Wealth Advisors, LLC
INCREASED54,85130,582+24,269+79%$2.8M$4.9M+$2.1M2026-10-29
Signal Advisors Wealth, LLC
DECREASED53,34663,652-10,306-16%$6.0M$4.8M-$1.2M2026-10-13
First Citizens Bank & Trust Co
DECREASED52,42253,441-1,019-2%$5.1M$4.7M-$353.2K2026-10-14
Endeavor Private Wealth, Inc.
DECREASED50,72352,378-1,655-3%$5.0M$4.5M-$405.0K2026-11-05
Insight Wealth Strategies, LLC
INCREASED49,49247,915+1,577+3%$4.5M$4.4M-$69.5K2026-10-09
Liberty Atlantic Advisors LLC
INCREASED48,97540,494+8,481+21%$3.8M$4.4M+$561.6K2026-10-14
Naples Global Advisors, LLC
INCREASED48,83840,867+7,971+20%$3.9M$4.4M+$514.1K2026-11-05
Investment Partners, Ltd.
NEW47,764—+47,764——$4.3M—2026-10-29
Aureum Wealth Management, LLC
DECREASED47,49093,670-46,180-49%$8.9M$4.3M-$4.6M2026-10-15
Independent Financial Group, LLC
DECREASED46,99452,467-5,473-10%$5.0M$4.2M-$747.6K2026-10-13
Essential Planning, Llc.
DECREASED46,88049,158-2,278-5%$4.6M$4.2M-$445.0K2026-10-21
Integrity Advisory Solutions, LLC
INCREASED45,54138,894+6,647+17%$3.7M$4.1M+$405.1K2026-10-29
Fermata Advisors, LLC
INCREASED44,82239,468+5,354+14%$3.7M$4.0M+$286.4K2026-10-13
Capital Investment Advisors, LLC
INCREASED44,71120,315+24,396+120%$1.9M$4.0M+$2.1M2026-10-22
Bigelow Investment Advisors, LLC
INCREASED44,04442,212+1,832+4%$4.0M$3.9M-$42.7K2026-10-13
Brucke Financial, Inc.
DECREASED42,24250,145-7,903-16%$4.7M$3.8M-$954.0K2026-10-23
Jacobi Capital Management LLC
INCREASED40,88739,383+1,504+4%$3.7M$3.7M-$58.2K2026-11-05
Axxcess Wealth Management, LLC
DECREASED40,514123,750-83,236-67%$11.7M$3.6M-$8.1M2026-10-21
Elevation Point Wealth Partners, LLC
DECREASED40,05079,532-39,482-50%$7.5M$3.6M-$3.9M2026-11-05
Ashton Thomas Securities, LLC
INCREASED39,87539,112+763+2%$3.7M$3.6M-$121.6K2026-10-26
Intrua Financial, LLC
DECREASED39,23539,280-450%$3.7M$3.5M-$196.5K2026-10-28
Integrated Advisors Network LLC
DECREASED38,90040,348-1,448-4%$3.8M$3.5M-$327.5K2026-10-20
Patten & Patten Inc
INCREASED38,72733,680+5,047+15%$3.2M$3.5M+$287.3K2026-10-26
Ashton Thomas Private Wealth, LLC
DECREASED37,89374,289-36,396-49%$7.0M$3.4M-$3.6M2026-11-03
TME Financial, Inc.
INCREASED37,35235,656+1,696+5%$3.4M$3.3M-$22.7K2026-10-14
Sovran Advisors, LLC
DECREASED36,72174,622-37,901-51%$7.0M$3.4M-$3.6M2026-11-02
Atria Investments, Inc
DECREASED36,544194,292-157,748-81%$18.4M$3.3M-$15.1M2026-10-15
Ascent Group, LLC
DECREASED36,388311,099-274,711-88%$29.4M$3.3M-$26.1M2026-10-30
Brian LOW Financial Group, LLC
INCREASED35,12634,669+457+1%$3.3M$3.1M-$128.9K2026-10-28
Sunesis Advisors, LLC
INCREASED34,44434,314+130+0%$3.2M$3.1M-$156.5K2026-10-26
Flagship Harbor Advisors, LLC
INCREASED33,70932,764+945+3%$3.1M$3.0M-$75.9K2026-10-26
Centennial Wealth Advisory LLC
DECREASED33,36234,392-1,030-3%$3.3M$3.0M-$261.1K2026-10-16
Diversified Portfolios, Inc.
INCREASED32,9348,705+24,229+278%$822.8K$3.0M+$2.1M2026-11-04
Newport Capital Group, LLC
NEW32,931—+32,931——$3.0M—2026-10-16
JGP Wealth Management, LLC
DECREASED30,68941,797-11,108-27%$4.0M$2.8M-$1.2M2026-10-13
Rossby Financial, LCC
INCREASED29,58211,042+18,540+168%$1.0M$2.7M+$1.6M2026-11-05
James Investment Research, Inc.
DECREASED29,10930,175-1,066-4%$2.9M$2.6M-$243.4K2026-10-22
Advisory Solutions Group, LLC
DECREASED28,38630,454-2,068-7%$2.9M$2.5M-$334.6K2026-10-14
DB Fitzpatrick & Co, Inc
DECREASED27,34927,957-608-2%$2.6M$2.5M-$191.5K2026-10-19
MGO One Seven LLC
DECREASED27,16139,024-11,863-30%$3.7M$2.4M-$1.3M2026-10-28
Balefire, LLC
INCREASED26,43519,256+7,179+37%$1.8M$2.4M+$549.0K2026-10-09
Venture Visionary Partners LLC
DECREASED26,26333,786-7,523-22%$3.2M$2.4M-$839.8K2026-10-07
Intelligence Driven Advisers, LLC
INCREASED26,21814,745+11,473+78%$1.4M$2.3M+$955.9K2026-10-09
TSA Wealth Managment LLC
DECREASED26,085107,043-80,958-76%$10.1M$2.3M-$7.8M2026-10-22
Midwest Trust Co
INCREASED26,02325,989+34+0%$2.5M$2.3M-$124.3K2026-10-22
Trust Point Inc.
NEW25,654—+25,654——$2.3M—2026-10-27
Braun-Bostich & Associates Inc.
DECREASED25,52226,356-834-3%$2.5M$2.3M-$203.9K2026-10-20
ShoreHaven Wealth Partners, LLC
DECREASED24,34224,455-1130%$2.3M$2.2M-$129.9K2026-10-16
Horst & Graben Wealth Management LLC
DECREASED24,158250,439-226,281-90%$23.5M$2.2M-$21.4M2026-11-02
Mather Group, Llc.
DECREASED24,06724,472-405-2%$2.3M$2.2M-$156.3K2026-10-14
CFS Investment Advisory Services, LLC
DECREASED24,044185,207-161,163-87%$17.4M$2.1M-$15.3M2026-10-19
Sowell Financial Services LLC
INCREASED24,02021,393+2,627+12%$2.0M$2.2M+$130.6K2026-10-23
Private Trust Co NA
DECREASED23,95228,228-4,276-15%$2.7M$2.1M-$521.5K2026-10-20
Phillips Financial Management, LLC
INCREASED23,762102+23,660+23196%$9.6K$2.1M+$2.1M2026-10-19
IFP Advisors, Inc
INCREASED23,53422,723+811+4%$2.1M$2.1M-$38.7K2026-10-16
Lifelong Wealth Advisors, Inc.
DECREASED22,69826,681-3,983-15%$2.5M$2.0M-$487.8K2026-10-19
Compass Financial Group, Inc. (Ohio)
DECREASED22,60923,555-946-4%$2.2M$2.0M-$200.2K2026-10-19
Diversify Advisory Services, LLC
DECREASED22,26478,249-55,985-72%$7.3M$2.0M-$5.3M2026-10-20
Diversify Wealth Management, LLC
DECREASED22,26478,249-55,985-72%$7.3M$2.0M-$5.3M2026-10-20
Snider Financial Group
INCREASED21,46320,301+1,162+6%$1.9M$1.9M+$4.6K2026-10-16
Cantor Fitzgerald Investment Advisors L.P.
INCREASED20,91619,758+1,158+6%$1.9M$1.9M+$7.0K2026-10-21
Swmg, LLC
DECREASED20,87132,262-11,391-35%$3.0M$1.9M-$1.1M2026-10-23
Invariant Investment Management
INCREASED20,50419,976+528+3%$1.9M$1.8M-$53.9K2026-10-08
Guidance Capital, Inc
DECREASED20,40920,689-280-1%$1.9M$1.9M-$67.7K2026-11-03
RHS Financial, LLC
INCREASED20,31819,636+682+3%$1.9M$1.8M-$35.0K2026-10-13
StoneX Group Inc.
INCREASED20,1915,665+14,526+256%$535.5K$1.8M+$1.3M2026-11-03
DecisionMap Wealth Management, LLC
DECREASED19,90026,011-6,111-23%$2.5M$1.8M-$675.1K2026-10-29
Rosenberg Matthew Hamilton
INCREASED19,60316,253+3,350+21%$1.5M$1.8M+$220.6K2026-10-05
Bingham Private Wealth, LLC
INCREASED19,33418,953+381+2%$1.8M$1.7M-$58.7K2026-11-05
K2 Financial Inc.
INCREASED19,12818,600+528+3%$1.8M$1.7M-$35.3K2026-10-26
Sapient Capital LLC
DECREASED19,08821,153-2,065-10%$2.0M$1.7M-$288.7K2026-10-08
Trilogy Capital Inc.
DECREASED19,07621,036-1,960-9%$2.0M$1.7M-$278.7K2026-10-20
Scissortail Wealth Management, LLC
INCREASED19,02318,676+347+2%$1.8M$1.7M-$60.4K2026-11-03
Sheets Smith Wealth Management
UNCHANGED18,54918,54900%$1.8M$1.7M-$90.9K2026-10-16
Auour Investments LLC
INCREASED18,48317,928+555+3%$1.7M$1.7M-$38.2K2026-10-28
Savant Capital, LLC
INCREASED18,1869,571+8,615+90%$896.6K$1.6M+$733.3K2026-11-06
BOS Asset Management, LLC
INCREASED17,42617,377+49+0%$1.6M$1.6M-$80.8K2026-10-09
Lakeshore Capital Group, Inc.
INCREASED17,38916,344+1,045+6%$1.5M$1.6M+$13.5K2026-10-20
Creative Financial Designs Inc
INCREASED16,91716,784+133+1%$1.6M$1.5M-$70.3K2026-11-04
Strategy Asset Managers LLC
DECREASED16,90318,197-1,294-7%$1.7M$1.5M-$205.1K2026-10-14
OpenArc Corporate Advisory, LLC
DECREASED16,60732,186-15,579-48%$3.0M$1.5M-$1.6M2026-10-21
Buck Wealth Strategies, LLC
DECREASED16,40616,585-179-1%$1.6M$1.5M-$97.3K2026-10-28
Rose Capital Advisors LLC
INCREASED16,37312,551+3,822+30%$1.2M$1.5M+$281.0K2026-11-04
Stash Investments, LLC
INCREASED16,0585,671+10,387+183%$536.0K$1.4M+$903.1K2026-10-26
Simplex Trading, LLC
INCREASED15,928914+15,014+1643%$86.4K$1.4M+$1.3M2026-11-04
TD Private Client Wealth LLC
DECREASED15,85517,795-1,940-11%$1.7M$1.4M-$261.1K2026-10-28
Saxony Capital Management, LLC
INCREASED15,42111,959+3,462+29%$1.1M$1.4M+$251.7K2026-10-15
Apollon Wealth Management, LLC
DECREASED15,17948,280-33,101-69%$4.6M$1.4M-$3.2M2026-10-23
Kestra Private Wealth Services, LLC
INCREASED15,17114,625+546+4%$1.4M$1.4M-$22.8K2026-10-30
Csenge Advisory Group
DECREASED15,07148,249-33,178-69%$4.6M$1.4M-$3.2M2026-11-04
SBI Securities Co., Ltd.
INCREASED15,0531,342+13,711+1022%$126.8K$1.3M+$1.2M2026-10-22
GHP Investment Advisors, Inc.
INCREASED14,91214,873+39+0%$1.4M$1.3M-$69.3K2026-10-15
Ascentis Wealth Management, LLC
DECREASED14,39914,497-98-1%$1.4M$1.3M-$79.8K2026-11-03
Trek Financial, LLC
DECREASED14,281158,520-144,239-91%$15.0M$1.3M-$13.7M2026-10-29
Pettinga Financial Advisors LLC
DECREASED14,25797,063-82,806-85%$9.2M$1.3M-$7.9M2026-10-13
Clear Creek Financial Management, LLC
DECREASED14,16315,463-1,300-8%$1.5M$1.3M-$192.2K2026-10-28
Chapman Financial Group, LLC
DECREASED13,87514,020-145-1%$1.3M$1.2M-$81.7K2026-10-26
Vaquero Private Wealth, LTD
DECREASED13,71137,444-23,733-63%$3.5M$1.2M-$2.3M2026-10-27
Diversified Enterprises, LLC
INCREASED13,4019,788+3,613+37%$925.1K$1.2M+$275.9K2026-10-19
WBH Advisory Inc
DECREASED13,39152,017-38,626-74%$4.9M$1.2M-$3.7M2026-11-05
ASL Financial, LLC
INCREASED13,38810,251+3,137+31%$968.9K$1.2M+$230.9K2026-10-15
Ascentis Independent Advisors
INCREASED13,2391,486+11,753+791%$140.5K$1.2M+$1.0M2026-11-03
Soltis Investment Advisors LLC
DECREASED13,10722,791-9,684-42%$2.2M$1.2M-$979.5K2026-10-28
Asset One Wealth Management LLC
NEW13,084—+13,084——$1.2M—2026-11-02
Tempus Wealth Planning, LLC
DECREASED13,06019,858-6,798-34%$1.9M$1.2M-$706.5K2026-10-14
Moneco Advisors, LLC
INCREASED12,9754,980+7,995+161%$470.7K$1.2M+$692.2K2026-11-05
Global Assets Advisory, LLC
DECREASED12,65612,997-341-3%$1.2M$1.1M-$97.7K2026-10-28
BCU Wealth Advisors, LLC
DECREASED12,63121,265-8,634-41%$2.0M$1.1M-$878.0K2026-10-16
Cyndeo Wealth Partners, LLC
DECREASED12,40812,803-395-3%$1.2M$1.1M-$98.2K2026-10-16
Droms Strauss Advisors Inc
UNCHANGED12,34912,34900%$1.2M$1.1M-$60.5K2026-11-03
North Forty Two & Co.
INCREASED12,31112,161+150+1%$1.1M$1.1M-$46.1K2026-10-19
Connecticut Wealth Management, LLC
INCREASED12,24111,159+1,082+10%$1.1M$1.1M+$42.2K2026-10-13
Triad Wealth Partners, LLC
DECREASED12,06814,365-2,297-16%$1.3M$1.1M-$250.4K2026-10-26
Centurion Wealth Management LLC
DECREASED12,01334,280-22,267-65%$3.2M$1.1M-$2.2M2026-10-13
Capital Investment Advisory Services, LLC
INCREASED11,93811,329+609+5%$1.1M$1.1M-$6692026-10-30
Sculati Wealth Management, LLC
INCREASED11,87911,624+255+2%$1.1M$1.1M-$23.0K2026-10-19
Titleist Asset Management, LLC
DECREASED11,77012,484-714-6%$1.2M$1.1M-$125.2K2026-10-08
Americana Partners, LLC
INCREASED11,70911,684+25+0%$1.1M$1.0M-$55.1K2026-10-28
Compound Planning, Inc.
DECREASED11,60617,579-5,973-34%$1.7M$1.0M-$621.5K2026-11-05
Parallel Advisors, LLC
DECREASED11,56515,538-3,973-26%$1.5M$1.0M-$432.2K2026-11-03
Sagespring Wealth Partners, LLC
DECREASED11,49512,462-967-8%$1.2M$1.0M-$147.8K2026-10-22
DMC Group, LLC
DECREASED11,45812,123-665-5%$1.1M$1.0M-$119.0K2026-10-26
LexAurum Advisors, LLC
INCREASED11,42910,028+1,401+14%$947.8K$1.0M+$76.5K2026-10-19
Cornerstone Planning Group LLC
DECREASED11,42844,293-32,865-74%$4.1M$1.0M-$3.1M2026-10-16
Birch Financial Group, LLC
INCREASED11,30610,945+361+3%$1.0M$1.0M-$21.2K2026-10-27
Lodestar Private Asset Management LLC
DECREASED11,29513,756-2,461-18%$1.3M$1.0M-$288.0K2026-10-26
Acropolis Investment Management, LLC
INCREASED11,0351,230+9,805+797%$116.2K$989.0K+$872.8K2026-10-08
Optivise Advisory Services LLC
INCREASED10,86710,369+498+5%$980.0K$973.9K-$6.1K2026-10-19
Ehrlich Financial Group
DECREASED10,83310,870-370%$1.0M$970.8K-$56.6K2026-10-20
LightSquare Wealth Management, LLC
INCREASED10,8118,351+2,460+29%$789.4K$968.9K+$179.5K2026-11-03
ADE, LLC
INCREASED10,7278,729+1,998+23%$825.1K$961.3K+$136.2K2026-10-29
Carter Financial Group, Inc.
INCREASED10,6589,885+773+8%$934.3K$955.1K+$20.8K2026-10-21
Alterna Wealth Management, Inc
DECREASED10,58949,102-38,513-78%$4.6M$949.0K-$3.7M2026-10-27
Cassilly Financial Group LLC
DECREASED10,54927,957-17,408-62%$2.6M$945.4K-$1.7M2026-10-07
Stone House Investment Management, LLC
DECREASED10,439150,699-140,260-93%$14.2M$935.5K-$13.3M2026-10-23
Fifth Third Securities, Inc.
INCREASED10,3656,722+3,643+54%$635.4K$929.0K+$293.6K2026-10-21
Montecito Bank & Trust
DECREASED10,08810,428-340-3%$985.7K$904.1K-$81.6K2026-10-01
Latitude Advisors, LLC
INCREASED9,9709,856+114+1%$931.6K$893.5K-$38.1K2026-10-27
Wedbush Securities Inc
DECREASED9,90313,175-3,272-25%$1.2M$888-$1.2M2026-10-22
Verus Capital Partners, LLC
DECREASED9,68031,749-22,069-70%$3.0M$867.5K-$2.1M2026-11-03
MSH Capital Advisors LLC
DECREASED9,64513,474-3,829-28%$1.3M$864.3K-$409.2K2026-11-03
Oppenheimer & Co Inc
DECREASED9,5659,835-270-3%$929.6K$857.2K-$72.4K2026-10-26
Financial Partners Group, Inc
DECREASED9,46510,126-661-7%$957.1K$848.2K-$108.8K2026-10-19
Seed Wealth Management, Inc.
UNCHANGED9,4209,42000%$890.4K$844.2K-$46.2K2026-10-20
FC Advisory LLC
INCREASED9,1788,977+201+2%$848.6K$822.6K-$26.0K2026-10-05
Maia Wealth LLC
DECREASED9,10014,500-5,400-37%$1.4M$815.5K-$555.0K2026-10-19
Patriot Financial Group Insurance Agency, LLC
DECREASED8,95226,247-17,295-66%$2.5M$802.3K-$1.7M2026-10-14
Davenport & Co LLC
DECREASED8,90410,975-2,071-19%$1.0M$798.0K-$239.4K2026-10-14
Cypress Wealth Services, LLC
DECREASED8,74361,414-52,671-86%$5.8M$781.3K-$5.0M2026-10-21
SWS Partners
INCREASED8,6168,470+146+2%$800.5K$772.2K-$28.4K2026-10-26
Mosley Wealth Management
DECREASED8,6039,632-1,029-11%$910.4K$779.4K-$131.0K2026-10-16
FAI Advisors, Inc.
INCREASED8,5938,448+145+2%$798.5K$770.1K-$28.4K2026-10-27
Narus Financial Partners, LLC
INCREASED8,5838,401+182+2%$794.1K$769.2K-$24.9K2026-10-19
Polaris Investment Advisors, LLC
DECREASED8,57921,779-13,200-61%$2.1M$768.9K-$1.3M2026-10-20
Laurel OAK Wealth Management, LLC
INCREASED8,5558,528+27+0%$806.1K$766.7K-$39.4K2026-10-19
Prospera Financial Services Inc
DECREASED8,3819,033-652-7%$855.4K$773.1K-$82.3K2026-11-04
Beacon Financial Group
DECREASED8,339102,913-94,574-92%$9.7M$747.4K-$9.0M2026-10-19
J.W. Cole Advisors, Inc.
DECREASED8,21527,189-18,974-70%$2.6M$736.2K-$1.8M2026-11-05
RFG Advisory, LLC
DECREASED7,99610,349-2,353-23%$978.2K$716.6K-$261.6K2026-11-03
Central Pacific Bank - Trust Division
INCREASED7,9417,874+67+1%$744.3K$711.7K-$32.6K2026-10-06
Heritage Family Offices, LLP
INCREASED7,8037,494+309+4%$708.3K$699.3K-$9.0K2026-11-02
Greenspring Advisors, LLC
DECREASED7,6338,759-1,126-13%$827.9K$684.1K-$143.8K2026-11-05
Madson Wealth Advisors Inc
DECREASED7,62010,693-3,073-29%$1.0M$682.9K-$327.8K2026-10-13
United Advisor Group, LLC
DECREASED7,5568,022-466-6%$758.2K$677.1K-$81.1K2026-11-03
Cooper Financial Group
DECREASED7,4927,582-90-1%$716.7K$671.5K-$45.2K2026-10-07
Churchill Financial Advisors, LLC
INCREASED7,3736,256+1,117+18%$591.3K$660.8K+$69.5K2026-10-20
Certified Advisory Corp
NEW7,022—+7,022——$629.3K—2026-10-29
Successful Portfolios LLC
INCREASED6,9056,614+291+4%$620.0K$615.2K-$4.8K2026-10-09
Cap Partners, LLC
INCREASED6,8996,524+375+6%$616.7K$618.3K+$1.6K2026-10-19
Sigma Planning Corp
DECREASED6,82812,883-6,055-47%$1.2M$614.5K-$603.2K2026-10-23
Focus Financial Network, Inc.
DECREASED6,78949,056-42,267-86%$4.6M$608.4K-$4.0M2026-10-14
B. Riley Wealth Advisors, Inc.
DECREASED6,51622,530-16,014-71%$2.1M$583.9K-$1.6M2026-10-13
Cypress Capital, LLC
DECREASED6,4256,908-483-7%$652.9K$575.9K-$77.1K2026-10-20
Voisard Asset Management Group, Inc.
DECREASED6,37815,912-9,534-60%$1.5M$571.6K-$932.4K2026-10-13
Blue Capital, Inc.
INCREASED6,3436,223+120+2%$588.2K$568.4K-$19.8K2026-10-13
River Street Advisors LLC
INCREASED6,2636,212+51+1%$587.2K$561.3K-$25.9K2026-10-22
IVC Wealth Advisors LLC
DECREASED6,2176,254-37-1%$591.1K$557.2K-$34.0K2026-10-23
Omni 360 Wealth, Inc.
INCREASED6,0595,941+118+2%$561.6K$543.0K-$18.5K2026-10-13
NBT Bank, N.A.
DECREASED6,0456,097-52-1%$576.3K$541.8K-$34.5K2026-10-21
D.A. Davidson & Co.
DECREASED6,00525,686-19,681-77%$2.4M$538.2K-$1.9M2026-10-28
180 Wealth Advisors, LLC
DECREASED5,9647,527-1,563-21%$711.5K$534.5K-$177.0K2026-11-03
Firethorn Wealth Partners, LLC
DECREASED5,8639,621-3,758-39%$909.3K$525.4K-$383.9K2026-10-14
Veltria Advisors Corp.
DECREASED5,8535,994-141-2%$566.6K$524.5K-$42.0K2026-11-05
Citizens Financial Group Inc
INCREASED5,7722,274+3,498+154%$214.9K$517.3K+$302.3K2026-10-23
Lanark Financial, Inc.
DECREASED5,7675,770-30%$545.4K$516.9K-$28.6K2026-10-26
Bell Investment Advisors, Inc
INCREASED5,7605,734+26+0%$542.0K$516.2K-$25.8K2026-10-29
PFG Advisors
INCREASED5,7145,419+295+5%$512.2K$512.1K-$512026-10-16
Trinity Wealth Management, LLC
DECREASED5,7027,381-1,679-23%$697.7K$511.0K-$186.6K2026-10-13
Hoxton Planning & Management, LLC
DECREASED5,63839,498-33,860-86%$3.7M$505.2K-$3.2M2026-10-15
Balance Wealth Partners LLC
DECREASED5,6307,579-1,949-26%$716.4K$504.6K-$211.8K2026-10-27
Evergreen Capital Management LLC
UNCHANGED5,4915,49100%$519.0K$492.1K-$26.9K2026-10-23
Daviman Financial, LLC
DECREASED5,48048,250-42,770-89%$4.6M$491.1K-$4.1M2026-11-06
Peak Wealth Management LLC
NEW5,384—+5,384——$487.2K—2026-10-26
Golden State Wealth Management, LLC
INCREASED5,3675,063+304+6%$478.6K$481.0K+$2.4K2026-11-02
Cypress Capital Group
UNCHANGED5,2985,29800%$500.8K$474.8K-$26.0K2026-11-03
Cahaba Wealth Management, Inc.
INCREASED5,1855,129+56+1%$484.8K$464.7K-$20.1K2026-10-26
True Blue Financial, LLC
DECREASED5,1659,402-4,237-45%$888.7K$462.9K-$425.8K2026-10-15
Burke & Herbert Bank & Trust Co
DECREASED5,1438,948-3,805-43%$845.8K$460.9K-$384.8K2026-11-02
Spectrum Planning & Advisory Services Inc.
DECREASED5,0347,091-2,057-29%$670.2K$451.1K-$219.1K2026-11-05
Strategic Blueprint, LLC
DECREASED4,96432,280-27,316-85%$3.1M$444.9K-$2.6M2026-10-22
M Holdings Securities, Inc.
NEW4,927—+4,927——$443.0K—2026-11-03
Sound Income Strategies, LLC
DECREASED4,9256,262-1,337-21%$591.9K$441.9K-$150.0K2026-10-09
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED4,879193,235-188,356-97%$18.3M$437.3K-$17.8M2026-10-14
1900 Wealth Management LLC
DECREASED4,8325,414-582-11%$511.7K$433.0K-$78.7K2026-10-13
Pinnacle Bancorp, Inc.
DECREASED4,7137,664-2,951-38%$724.4K$422.4K-$302.0K2026-10-21
Tortoise Investment Management, LLC
DECREASED4,6466,005-1,359-23%$567.6K$416.4K-$151.2K2026-11-06
Sutton Place Investors LLC
DECREASED4,6419,602-4,961-52%$907.6K$415.9K-$491.7K2026-10-20
KPP Advisory Services LLC
INCREASED4,6194,357+262+6%$411.8K$414.0K+$2.2K2026-10-26
Bryn Mawr Trust Advisors, LLC
DECREASED4,5494,878-329-7%$461.1K$407.6K-$53.5K2026-11-04
First National Bank of Mount Dora, Trust Investment Services
NEW4,546—+4,546——$407.4K—2026-10-21
Advisor Resource Council
DECREASED4,5286,301-1,773-28%$594.1K$403.4K-$190.7K2026-11-05
Stewardship Advisors, LLC
INCREASED4,5044,001+503+13%$378.2K$403.6K+$25.5K2026-10-20
Simplicity Wealth,LLC
DECREASED4,39559,911-55,516-93%$5.7M$393.9K-$5.3M2026-10-23
Aprio Wealth Management, LLC
DECREASED4,3166,580-2,264-34%$621.9K$386.8K-$235.1K2026-10-28
First Horizon Corp
UNCHANGED4,2914,29100%$405.6K$384.6K-$21.0K2026-10-26
Moneywise, Inc.
NEW4,123—+4,123——$369.5K—2026-10-30
RCW Management, LLC
INCREASED4,1184,117+1+0%$389.2K$369.1K-$20.1K2026-10-30
Spire Wealth Management
DECREASED4,1158,881-4,766-54%$839.4K$368.8K-$470.7K2026-10-30
HB Wealth Management, LLC
DECREASED4,1094,547-438-10%$429.8K$368.3K-$61.5K2026-10-23
Heritage OAK Wealth Advisors LLC
DECREASED4,0874,343-256-6%$410.5K$366.3K-$44.2K2026-10-14
Signature Equity Partners, LLC
INCREASED4,029926+3,103+335%$87.5K$361.1K+$273.5K2026-10-29
Rede Wealth, LLC
DECREASED4,0244,031-70%$381.0K$360.6K-$20.4K2026-10-22
Arlington Trust Co LLC
UNCHANGED4,0154,01500%$379.5K$359.8K-$19.7K2026-10-20
JB Capital LLC
DECREASED3,956366,798-362,842-99%$34.7M$354.5K-$34.3M2026-10-19
Midwest Financial Network, LLC
INCREASED3,9433,398+545+16%$321.2K$353.4K+$32.2K2026-10-13
Dynamic Advisor Solutions LLC
DECREASED3,8754,295-420-10%$406.0K$347.2K-$58.7K2026-10-13
Fairvoy Private Wealth, LLC
INCREASED3,8603,478+382+11%$328.8K$345.9K+$17.1K2026-10-19
Legacy Advisory Services, LLC
NEW3,856—+3,856——$345.6K—2026-10-20
Delta Wealth Advisors LLC
INCREASED3,8323,822+10+0%$361.3K$343.4K-$17.8K2026-10-09
Koshinski Asset Management, Inc.
DECREASED3,8063,838-32-1%$362.8K$341.1K-$21.7K2026-10-29
Oarsman Capital, Inc.
DECREASED3,7903,817-27-1%$360.8K$339.7K-$21.1K2026-11-05
Total Clarity Wealth Management, Inc.
INCREASED3,7423,658+84+2%$345.8K$335.4K-$10.4K2026-10-26
Silverlake Wealth Management LLC
DECREASED3,7368,476-4,740-56%$801.1K$334.8K-$466.3K2026-10-21
Principal Financial Group Inc
NEW3,675—+3,675——$329.4K—2026-11-02
Sage Advisory Services, Ltd.Co.
DECREASED3,6044,689-1,085-23%$443.0K$323.0K-$120.0K2026-10-29
City State Bank
UNCHANGED3,5803,58000%$338.4K$320.8K-$17.5K2026-10-20
Two West Capital Advisors LLC
DECREASED3,57817,989-14,411-80%$1.7M$320.3K-$1.4M2026-10-15
Greenwood Gearhart LLC
INCREASED3,5443,459+85+2%$326.9K$317.6K-$9.3K2026-11-02
Avid Wealth Partners LLC
NEW3,543—+3,543——$317.5K—2026-11-03
Avantra Family Wealth, Inc.
INCREASED3,5203,415+105+3%$322.8K$315.4K-$7.4K2026-10-20
Friedenthal Financial
DECREASED3,5103,929-419-11%$371.4K$314.6K-$56.8K2026-10-27
Apella Capital, LLC
DECREASED3,4993,914-415-11%$367.3K$312.2K-$55.1K2026-10-08
Lynx Investment Advisory
INCREASED3,4973,352+145+4%$316.8K$313.4K-$3.4K2026-10-27
Gibbs Wealth Management
NEW3,444—+3,444——$308.7K—2026-10-22
Whalen Wealth Management Inc.
DECREASED3,43128,970-25,539-88%$2.7M$307.5K-$2.4M2026-10-08
Financial Enhancement Group LLC
DECREASED3,4043,861-457-12%$364.9K$303.7K-$61.2K2026-10-08
Alchemi Wealth, LLC
NEW3,395—+3,395——$304.3K—2026-11-04
Quartz Partners, LLC
DECREASED3,3816,923-3,542-51%$654.4K$303.0K-$351.4K2026-11-03
Northland Securities, Inc.
DECREASED3,2643,861-597-15%$364.9K$292.5K-$72.4K2026-11-02
Ifrah Financial Services, Inc.
INCREASED3,1883,140+48+2%$296.8K$285.7K-$11.1K2026-10-13
Sharper & Granite LLC
INCREASED3,1603,155+5+0%$298.2K$300.0K+$1.8K2026-11-02
Stackstone Wealth, LLC
NEW3,065—+3,065——$274.7K—2026-10-19
Robertson Stephens Wealth Management, LLC
INCREASED3,0552,325+730+31%$219.8K$273.8K+$54.0K2026-10-16
Beverly Hills Private Wealth, LLC
DECREASED3,0323,163-131-4%$299.0K$271.7K-$27.2K2026-11-04
Clearwave Capital, LLC
INCREASED3,0062,975+31+1%$281.2K$269.4K-$11.9K2026-10-27
Williams Jones Wealth Management, Llc.
NEW2,960—+2,960——$265.3K—2026-11-05
Nordwand Advisors, LLC
UNCHANGED2,9552,95500%$279.3K$264.8K-$14.5K2026-11-05
Beacon Financial Advisory LLC
DECREASED2,9529,478-6,526-69%$895.9K$264.6K-$631.3K2026-10-16
Ballast Rock Private Wealth LLC
INCREASED2,9522,940+12+0%$277.9K$264.6K-$13.3K2026-10-26
Quadrant Private Wealth Management, LLC
NEW2,939—+2,939——$263.4K—2026-11-04
Central Bank & Trust Co
DECREASED2,9314,408-1,477-34%$416.6K$262.7K-$154.0K2026-10-09
Valeo Financial Advisors, LLC
INCREASED2,9192,882+37+1%$272.4K$261.6K-$10.8K2026-10-08
Ironwood Wealth Management, Llc.
NEW2,914—+2,914——$261.2K—2026-10-28
Cidel Asset Management Inc
INCREASED2,9122,850+62+2%$269.4K$261.0K-$8.4K2026-10-29
Tactive Advisors, LLC
DECREASED2,9082,978-70-2%$281.4K$260.6K-$20.8K2026-10-08
BAR Harbor Wealth Management
INCREASED2,8962,747+149+5%$259.6K$259.5K-$1062026-10-21
Stockman Wealth Management, Inc.
DECREASED2,893383,765-380,872-99%$36.3M$259.3K-$36.0M2026-10-27
Eagle Global Advisors LLC
DECREASED2,8873,337-450-13%$315.4K$258.7K-$56.7K2026-11-02
Stablepoint Partners, LLC
INCREASED2,8712,840+31+1%$268.5K$257.3K-$11.1K2026-11-03
LongView Wealth Management
DECREASED2,8648,324-5,460-66%$786.7K$256.7K-$530.0K2026-10-19
Verdence Capital Advisors LLC
INCREASED2,8532,835+18+1%$268.0K$255.7K-$12.3K2026-10-26
rebel Financial LLC
NEW2,792—+2,792——$250.2K—2026-11-04
Evolution Wealth Management Inc.
INCREASED2,7742,672+102+4%$252.6K$248.6K-$4.0K2026-10-28
Graetz Wealth LLC
INCREASED2,7252,661+64+2%$251.5K$244.2K-$7.3K2026-10-27
Founders Financial Securities LLC
DECREASED2,7112,858-147-5%$270.2K$243.0K-$27.2K2026-10-28
W Advisors, LLC
DECREASED2,7037,194-4,491-62%$680.0K$242.2K-$437.7K2026-11-02
Legacy Wealth Partners, LLC
DECREASED2,6807,640-4,960-65%$722.1K$240.2K-$482.0K2026-10-15
Lincoln Capital Corp
UNCHANGED2,6732,67300%$252.7K$239.6K-$13.1K2026-10-13
Investmark Advisory Group LLC
NEW2,660—+2,660——$238.4K—2026-10-27
Schmidt P J Investment Management Inc
UNCHANGED2,6582,65800%$251.2K$238.2K-$13.0K2026-11-02
Zenith Solutions, Inc.
DECREASED2,6447,536-4,892-65%$712.3K$236.9K-$475.4K2026-10-19
Fiduciary Alliance LLC
DECREASED2,6433,532-889-25%$333.8K$236.9K-$97.0K2026-10-13
Mill Capital Management, LLC
UNCHANGED2,5842,58400%$244.2K$231.6K-$12.7K2026-10-26
Trust Co of Vermont
INCREASED2,5442,534+10+0%$239.5K$228.0K-$11.5K2026-10-21
Symphony Financial, Ltd. Co.
DECREASED2,5372,610-73-3%$246.9K$227.4K-$19.5K2026-10-22
CoreCap Advisors, LLC
DECREASED2,52514,373-11,848-82%$1.4M$226.3K-$1.1M2026-10-08
Three Bridge Wealth Advisors, LLC
INCREASED2,5182,441+77+3%$230.7K$225.7K-$5.1K2026-11-05
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED2,506159,607-157,101-98%$15.1M$224.6K-$14.9M2026-10-13
Yoffe Investment Management, LLC
UNCHANGED2,4582,45800%$232.3K$220.3K-$12.0K2026-11-02
Regions Financial Corp
DECREASED2,4522,672-220-8%$252.6K$219.7K-$32.8K2026-11-05
BIP Wealth, LLC
INCREASED2,4512,344+107+5%$221.6K$219.7K-$1.9K2026-10-22
Victory Financial Group, LLC
DECREASED2,4433,560-1,117-31%$336.5K$218.9K-$117.6K2026-10-27
Chesley Taft & Associates LLC
DECREASED2,4372,665-228-9%$251.9K$218.4K-$33.5K2026-10-13
Argentarii, LLC
DECREASED2,4172,705-288-11%$251.6K$216.6K-$35.0K2026-10-28
Clark Asset Management, LLC
DECREASED2,3812,973-592-20%$281.0K$213.4K-$67.6K2026-10-19
Essex Bank
UNCHANGED2,3542,35400%$222.5K$211.0K-$11.5K2026-10-16
International Assets Investment Management, LLC
DECREASED2,3352,598-263-10%$244.3K$209.1K-$35.3K2026-11-02
Layline Advisors, LLC
DECREASED2,3298,387-6,058-72%$792.7K$208.7K-$584.1K2026-11-02
Independent Wealth Network Inc.
INCREASED2,3102,267+43+2%$214.3K$207.0K-$7.3K2026-10-19
Smithbridge Asset Management Inc
UNCHANGED2,2822,28200%$215.7K$204.5K-$11.2K2026-10-19
Advisor OS, LLC
DECREASED2,2392,580-341-13%$243.8K$200.7K-$43.2K2026-11-03
Bison Wealth, LLC
DECREASED2,2322,473-241-10%$233.2K$200.5K-$32.6K2026-10-13
Cullen T Bankers, Inc.
DECREASED2,0742,999-925-31%$283.5K$185.9K-$97.6K2026-10-28
DeDora Capital, Inc.
NEW1,948—+1,948——$174.6K—2026-10-26
Caldwell Trust Co
UNCHANGED1,6981,69800%$160.5K$152.2K-$8.3K2026-10-30
McCarley & Cook Financial Planners
UNCHANGED1,6891,68900%$159.6K$151.4K-$8.3K2026-10-21
Cape Investment Advisory, Inc.
DECREASED1,6328,085-6,453-80%$764.2K$146.3K-$617.9K2026-10-13
Fairscale Capital, LLC
UNCHANGED1,6281,62800%$153.9K$149.9K-$4.0K2026-11-04
Gables Capital Management Inc.
UNCHANGED1,6271,62700%$153.8K$145.8K-$8.0K2026-11-04
Yankcom Partnership
INCREASED1,539761+778+102%$71.9K$137.9K+$66.0K2026-10-15
WPG Advisers, LLC
DECREASED1,3611,377-16-1%$130.2K$122.0K-$8.2K2026-10-27
Larson Financial Group LLC
INCREASED1,191828+363+44%$78.3K$106.7K+$28.5K2026-11-05
Independence Bank of Kentucky
UNCHANGED1,1311,13100%$106.9K$101.4K-$5.5K2026-10-26
Root Financial Partners, LLC
NEW1,094—+1,094——$98.0K—2026-10-21
Raleigh Capital Management Inc.
DECREASED1,0783,619-2,541-70%$342.0K$96.6K-$245.5K2026-10-28
Bay Harbor Wealth Management, LLC
DECREASED98371,657-70,674-99%$6.8M$88.1K-$6.7M2026-11-03
Central Trust Co
INCREASED936166+770+464%$15.7K$83.9K+$68.2K2026-11-05
Richardson Financial Services Inc.
UNCHANGED92092000%$87.0K$82.4K-$4.5K2026-10-30
Meriwether Wealth & Planning, LLC
NEW905—+905——$81.1K—2026-10-13
Oakworth Capital, Inc.
UNCHANGED89589500%$84.1K$80.2K-$3.9K2026-10-26
Edgemoor Investment Advisors, Inc.
NEW835—+835——$74.8K—2026-11-03
BankChampaign, National Association
UNCHANGED83083000%$78.5K$74.4K-$4.1K2026-10-19
Tompkins Financial Corp
UNCHANGED79579500%$75.1K$71.2K-$3.9K2026-10-05
Wealth Enhancement Trust Services, Inc.
NEW741—+741——$66.4K—2026-10-07
Realta Investment Advisors
DECREASED686706-20-3%$66.7K$61.5K-$5.3K2026-10-14
Asset Dedication, LLC
INCREASED676109+567+520%$10.3K$60.6K+$50.3K2026-11-03
Strengthening Families & Communities, LLC
INCREASED673666+7+1%$62.9K$60.3K-$2.6K2026-10-21
Nfsg Corp
INCREASED58469+515+746%$6.5K$52.3K+$45.8K2026-10-15
Nvwm, LLC
NEW537—+537——$48.1K—2026-10-14
Provident Wealth Management, LLC
DECREASED5191,038-519-50%$98.1K$46.5K-$51.6K2026-10-20
Silver Grove Financial Group, Inc.
DECREASED497604-107-18%$57.1K$44.5K-$12.5K2026-11-05
Covestor Ltd
INCREASED494489+5+1%$46.0K$44-$46.0K2026-10-30
Gen-Wealth Partners Inc
DECREASED48918,478-17,989-97%$1.7M$43.8K-$1.7M2026-11-04
Wilmington Savings Fund Society, FSB
UNCHANGED43343300%$40.9K$38.8K-$2.1K2026-10-23
Kingdom Financial Group Llc.
DECREASED4302,788-2,358-85%$263.6K$38.6K-$225.0K2026-11-04
Signaturefd, LLC
DECREASED407680-273-40%$64.2K$36.4K-$27.8K2026-10-23
Laurel Wealth Advisors LLC
NEW405—+405——$36.3K—2026-10-27
Beacon Financial Strategies Corp
UNCHANGED39839800%$37.6K$35.7K-$2.0K2026-10-14
Thompson Investment Management, Inc.
UNCHANGED39539500%$37.3K$35.4K-$1.9K2026-10-14
Triumph Capital Management
UNCHANGED38338300%$36.2K$34.3K-$1.9K2026-10-14
Beutel, Goodman & Co Ltd.
UNCHANGED38038000%$35$34.0K+$34.0K2026-11-04
Nemes Rush Group LLC
INCREASED365364+1+0%$34.4K$32.8K-$1.6K2026-11-04
Duncker Streett & Co Inc
UNCHANGED35035000%$33.1K$31.4K-$1.7K2026-10-27
Bear Mountain Capital, Inc.
NEW348—+348——$31.5K—2026-11-04
Brown, Lisle Ings, Inc.
UNCHANGED29429400%$27.8K$26.3K-$1.4K2026-10-16
AlphaCore Capital LLC
DECREASED291807-516-64%$76.3K$26.1K-$50.2K2026-11-04
Plante Moran Financial Advisors, LLC
INCREASED27860+218+363%$5.7K$24.9K+$19.2K2026-11-04
Reap Financial Group, LLC
INCREASED274269+5+2%$25.4K$24.6K-$8702026-11-02
Hazlett, Burt & Watson, Inc.
INCREASED268188+80+43%$18$24+$62026-11-04
Biltmore Family Office, LLC
INCREASED256186+70+38%$17.6K$22.9K+$5.4K2026-11-03
Elevated Capital Advisors, LLC
DECREASED2553,321-3,066-92%$313.9K$22.9K-$291.0K2026-11-04
First Bancorp, Inc
UNCHANGED25025000%$23.6K$22.4K-$1.2K2026-10-26
Westside Investment Management, Inc.
UNCHANGED24624600%$23.3K$22.0K-$1.2K2026-11-02
Compass Financial Management LLC
INCREASED223187+36+19%$17.7K$20.0K+$2.3K2026-10-30
Eastern Bank
UNCHANGED21521500%$20.3K$19.3K-$1.1K2026-10-05
Markowski Investments
NEW210—+210——$18.8K—2026-10-30
Allspring Global Investments Holdings, LLC
NEW196—+196——$17.5K—2026-11-04
Transce3nd, LLC
NEW192—+192——$17.4K—2026-10-26
Archer Investment Corp
DECREASED188296-108-36%$27.9K$16.8K-$11.1K2026-11-05
JFS Wealth Advisors, LLC
DECREASED18118,182-18,001-99%$1.7M$16.2K-$1.7M2026-11-03
WestEnd Advisors, LLC
UNCHANGED16416400%$15.5K$14.7K-$8032026-10-27
Essential Partners LLC
NEW157—+157——$14.1K—2026-10-14
Sfam, LLC
NEW145—+145——$13.0K—2026-11-03
Owl Creek Wealth Partners LLC
UNCHANGED13713700%$13.0K$12.3K-$6722026-10-20
Highline Wealth Partners LLC
UNCHANGED13413400%$12.7K$12.0K-$6572026-10-19
Gilpin Wealth Management, LLC
DECREASED132174-42-24%$16.4K$11.8K-$4.6K2026-10-09
Woodard & Co Asset Management Group Inc
UNCHANGED13113100%$12.4K$11.7K-$6422026-11-03
Hughes Financial Services, LLC
UNCHANGED13013000%$12.3K$11.9K-$3702026-10-30
Jnba Financial Advisors
NEW127—+127——$11.4K—2026-11-03
Hilton Head Capital Partners, LLC
UNCHANGED12112100%$11.4K$10.8K-$5932026-10-23
Breakwater Investment Management
UNCHANGED11911900%$11.2K$10.7K-$5832026-10-20
Abound Wealth Management
INCREASED11499+15+15%$9.4K$10.2K+$8572026-10-26
Tsfg, LLC
DECREASED113331-218-66%$31.0K$10-$31.0K2026-10-23
Portfolio Resources Advisor Group, Inc.
DECREASED11117,630-17,519-99%$1.7M$9.9K-$1.7M2026-10-20
Canton Hathaway, LLC
NEW110—+110——$9.9K—2026-10-23
Concord Wealth Partners
UNCHANGED10710700%$10.1K$9.6K-$5252026-11-02
SJS Investment Consulting Inc.
NEW106—+106——$9.5K—2026-10-26
Private Wealth Management Group, LLC
NEW104—+104——$9.3K—2026-10-19
Advocate Investing Services LLC
DECREASED104205-101-49%$19.4K$9.3K-$10.1K2026-10-26
Capital Investment Counsel, Inc
NEW100—+100——$9.0K—2026-10-20
Axiom Investment Management LLC
INCREASED9660+36+60%$5.7K$8.6K+$2.9K2026-11-03
DecisionPoint Financial, LLC
NEW95—+95——$8.5K—2026-10-27
Cdkv Holdings LLC
UNCHANGED909000%$8.5K$8.1K-$4412026-10-28
United Financial Planning Group LLC
INCREASED8988+1+1%$8.3K$8.0K-$3452026-11-04
Lloyd Advisory Services, Llc.
DECREASED703,151-3,081-98%$297.8K$6.3K-$291.5K2026-11-02
Barrett & Company, Inc.
UNCHANGED696900%$6.5K$6.2K-$3382026-10-22
Toth Financial Advisory Corp
NEW68—+68——$6.1K—2026-10-08
Team Financial Group, LLC
NEW67—+67——$6.0K—2026-10-30
Center for Financial Planning, Inc.
NEW66—+66——$5.9K—2026-10-26
MassMutual Private Wealth & Trust, FSB
INCREASED6228+34+121%$2.6K$5.6K+$2.9K2026-10-05
Foresight Capital Management Advisors, Inc.
NEW61—+61——$5.5K—2026-10-27
1620 Investment Advisors, Inc.
UNCHANGED606000%$5.7K$5.4K-$2942026-11-04
Rachor Investment Advisory Services, LLC
UNCHANGED585800%$5.5K$5.2K-$2762026-10-29
Bfsg, LLC
UNCHANGED555500%$5.2K$4.9K-$2692026-10-30
Cherry Tree Wealth Management, LLC
DECREASED5458-4-7%$5.5K$4.8K-$6432026-10-15
Tradewinds Capital Management, LLC
DECREASED52122,869-122,817-100%$11.6M$4.7K-$11.6M2026-10-23
Chilton Capital Management LLC
UNCHANGED484800%$4.5K$4.3K-$2352026-10-28
EPG Wealth Management LLC
DECREASED4660-14-23%$5.6K$4.1K-$1.5K2026-11-03
USA Financial Formulas
NEW44—+44——$3.9K—2026-10-16
Nova Financial LLC
NEW41—+41——$3.7K—2026-11-04
Salomon & Ludwin, LLC
UNCHANGED404000%$3.8K$3.6K-$1762026-10-29
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED393900%$3.7K$3.5K-$1912026-10-07
Key Capital Management, Inc
DECREASED352,349-2,314-99%$222.0K$3.1K-$218.9K2026-11-03
Birchwood Financial Partners, Inc.
INCREASED3231+1+3%$3.0K$2.8K-$1222026-11-02
Quest 10 Wealth Builders, Inc.
DECREASED31586-555-95%$55.4K$2.8K-$52.6K2026-11-02
Lodestone Wealth Management LLC
UNCHANGED252500%$2.4K$2.2K-$1222026-10-14
GK Wealth Management LLC
NEW24—+24——$2.2K—2026-10-09
Pinnacle Wealth Planning Services, Inc.
UNCHANGED242400%$2.3K$2.2K-$1172026-10-27
Reyes Financial Architecture, Inc.
UNCHANGED202000%$1.9K$1.8K-$982026-10-22
Murphy & Mullick Capital Management Corp
NEW18—+18——$0—2026-11-02
Harbor Capital Advisors, Inc.
UNCHANGED161600%$2$1-$12026-10-22
Eukles Asset Management
UNCHANGED141400%$1.3K$1.3K-$682026-11-04
Retirement Wealth Solutions LLC
DECREASED1111,517-11,506-100%$1.1M$1.0K-$1.1M2026-10-07
Horizon Financial Services, LLC
UNCHANGED111100%$1.0K$986-$542026-11-04
PFS Partners, LLC
UNCHANGED5500%$473$449-$242026-10-21
Cassaday & Co Wealth Management LLC
UNCHANGED4400%$379$359-$202026-10-27
Morling Financial Advisors, LLC
NEW1—+1——$68—2026-10-28
Signature Resources Capital Management, LLC
UNCHANGED1100%$95$90-$52026-10-16
Ocean Park Asset Management, LLC
CLOSED0361,587-361,587-100%$34.2M$0-$34.2M2026-10-21
Peak Financial Advisors LLC
CLOSED0208,845-208,845-100%$19.7M$0-$19.7M2026-10-28
Compass Wealth Management, LLC
CLOSED0152,072-152,072-100%$14.4M$0-$14.4M2026-10-30
Security Financial Services, Inc.
CLOSED0130,756-130,756-100%$12.4M$0-$12.4M2026-10-29
Kelly Financial Services LLC
CLOSED0127,863-127,863-100%$12.1M$0-$12.1M2026-10-20
FDx Advisors, Inc.
CLOSED0107,539-107,539-100%$10.2M$0-$10.2M2026-11-05
Scarborough Advisors, LLC
CLOSED097,805-97,805-100%$9.2M$0-$9.2M2026-10-16
Shepherd Financial Partners LLC
CLOSED080,672-80,672-100%$7.6M$0-$7.6M2026-11-03
SigFig Wealth Management, LLC
CLOSED068,576-68,576-100%$6.5M$0-$6.5M2026-10-07
Cobblestone Asset Management LLC
CLOSED067,315-67,315-100%$6.4M$0-$6.4M2026-10-13
Core Wealth Advisors, LLC
CLOSED057,683-57,683-100%$5.5M$0-$5.5M2026-11-05
Atlatl Advisers LLC
CLOSED043,008-43,008-100%$4.1M$0-$4.1M2026-10-22
Range Financial Group LLC
CLOSED039,602-39,602-100%$3.7M$0-$3.7M2026-10-21
VestGen Advisors, LLC
CLOSED038,781-38,781-100%$3.7M$0-$3.7M2026-10-27
Wespac Advisors SoCal, LLC
CLOSED037,134-37,134-100%$3.5M$0-$3.5M2026-10-13
One Wealth Capital Management, LLC
CLOSED034,835-34,835-100%$3.3M$0-$3.3M2026-10-23
TritonPoint Partners, LLC
CLOSED027,131-27,131-100%$2.6M$0-$2.6M2026-11-05
May Hill Capital, LLC
CLOSED025,235-25,235-100%$2.4M$0-$2.4M2026-11-03
J.M. Arbour, LLC
CLOSED023,419-23,419-100%$2.2M$0-$2.2M2026-11-05
Watershed Private Wealth LLC
CLOSED023,020-23,020-100%$2.2M$0-$2.2M2026-10-30
WealthPLAN Partners, LLC
CLOSED022,262-22,262-100%$2.1M$0-$2.1M2026-10-15
Buttonwood Financial Group, LLC
CLOSED021,049-21,049-100%$2.0M$0-$2.0M2026-10-16
Town Capital LLC
CLOSED019,453-19,453-100%$1.8M$0-$1.8M2026-11-03
WealthPoint Financial, LLC
CLOSED017,281-17,281-100%$1.6M$0-$1.6M2026-11-03
RDA Financial Network
CLOSED017,076-17,076-100%$1.6M$0-$1.6M2026-10-15
First Heartland Consultants, Inc.
CLOSED015,461-15,461-100%$1.5M$0-$1.5M2026-10-08
XY Planning Network, Inc.
CLOSED014,337-14,337-100%$1.4M$0-$1.4M2026-10-14
Beacon Capital Management, LLC
CLOSED011,358-11,358-100%$1.1M$0-$1.1M2026-10-23
Absolute Capital Management, LLC
CLOSED010,087-10,087-100%$953.5K$0-$953.5K2026-10-16
Parkway Wealth Management Group, LLC
CLOSED09,133-9,133-100%$863.3K$0-$863.3K2026-10-20
Aspire Private Capital, LLC
CLOSED09,125-9,125-100%$862.5K$0-$862.5K2026-11-05
Signature Estate & Investment Advisors LLC
CLOSED08,867-8,867-100%$838.1K$0-$838.1K2026-10-13
Hobbs Wealth Management, LLC
CLOSED08,747-8,747-100%$826.8K$0-$826.8K2026-10-20
Florin Court Capital LLP
CLOSED08,200-8,200-100%$775.1K$0-$775.1K2026-11-02
Merkkuri Wealth Advisors LLC
CLOSED07,942-7,942-100%$750.7K$0-$750.7K2026-11-03
Pacific Excel Wealth Advisors, Inc.
CLOSED07,494-7,494-100%$708.3K$0-$708.3K2026-10-27
Apeiron RIA LLC
CLOSED07,338-7,338-100%$693.5K$0-$693.5K2026-10-08
Fiscal Wisdom Wealth Management, LLC
CLOSED06,894-6,894-100%$651.6K$0-$651.6K2026-10-16
World Equity Group, Inc.
CLOSED06,893-6,893-100%$651.6K$0-$651.6K2026-10-14
Integrated Wealth Management
CLOSED05,973-5,973-100%$564.6K$0-$564.6K2026-10-19
BridgePort Financial Solutions, LLC
CLOSED05,745-5,745-100%$543.0K$0-$543.0K2026-11-02
Ejmk Ventures LLC
CLOSED05,724-5,724-100%$541.0K$0-$541.0K2026-10-21
One Advisory Partners, LLC
CLOSED05,629-5,629-100%$532.1K$0-$532.1K2026-10-22
Claro Advisors Inc.
CLOSED05,091-5,091-100%$481.2K$0-$481.2K2026-11-02
Colton Groome Financial Advisors, LLC
CLOSED04,965-4,965-100%$469.3K$0-$469.3K2026-10-06
Facet Wealth, Inc.
CLOSED04,955-4,955-100%$468.3K$0-$468.3K2026-11-04
Gilliland Jeter Wealth Management LLC
CLOSED04,493-4,493-100%$424.7K$0-$424.7K2026-10-28
Western Financial Corp
CLOSED04,150-4,150-100%$392.2K$0-$392.2K2026-10-14
Kingswood Wealth Advisors, LLC
CLOSED04,077-4,077-100%$385.4K$0-$385.4K2026-10-23
FWG Investments, Llc.
CLOSED04,018-4,018-100%$379.8K$0-$379.8K2026-11-03
Archer Investment Management, LLC
CLOSED03,715-3,715-100%$351.1K$0-$351.1K2026-10-13
Hutchens & Kramer Investment Management Group, LLC
CLOSED03,584-3,584-100%$338.8K$0-$338.8K2026-10-16
Aviance Capital Partners, LLC
CLOSED03,523-3,523-100%$333.0K$0-$333.0K2026-10-29
Fulcrum Equity Management
CLOSED03,471-3,471-100%$328.1K$0-$328.1K2026-10-21
B.O.S.S. Retirement Advisors, LLC
CLOSED03,288-3,288-100%$310.8K$0-$310.8K2026-10-26
Lockerman Financial Group, Inc.
CLOSED03,258-3,258-100%$308.0K$0-$308.0K2026-10-19
Flagstar Securities, Inc
CLOSED03,196-3,196-100%$302.1K$0-$302.1K2026-10-15
LiftPoint Family Wealth Advisors LLC
CLOSED02,704-2,704-100%$255.6K$0-$255.6K2026-11-03
Annex Advisory Services, LLC
CLOSED02,685-2,685-100%$253.8K$0-$253.8K2026-10-16
Asempa Wealth Advisors
CLOSED02,611-2,611-100%$246.8K$0-$246.8K2026-10-07
Breakwater Capital Group
CLOSED02,598-2,598-100%$245.5K$0-$245.5K2026-10-09
CV Advisors LLC
CLOSED02,597-2,597-100%$244.6K$0-$244.6K2026-10-13
Elevation Wealth Management LLC
CLOSED02,579-2,579-100%$243.8K$0-$243.8K2026-11-02
Caliber Wealth Management, LLC / KS
CLOSED02,570-2,570-100%$243.0K$0-$243.0K2026-11-04
Stirlingshire Investments, Inc.
CLOSED02,551-2,551-100%$241.1K$0-$241.1K2026-11-05
TrueWealth Advisors, LLC
CLOSED02,528-2,528-100%$239.0K$0-$239.0K2026-10-09
Global Financial Private Client, LLC
CLOSED02,518-2,518-100%$238.0K$0-$238.0K2026-10-15
Larry Mathis Financial Planning, LLC
CLOSED02,418-2,418-100%$228.5K$0-$228.5K2026-10-26
Syntegra Private Wealth Group, LLC
CLOSED02,363-2,363-100%$223.3K$0-$223.3K2026-10-13
Lake Street Private Wealth, LLC
CLOSED02,245-2,245-100%$212.2K$0-$212.2K2026-10-22
Novem Group
CLOSED02,245-2,245-100%$212.2K$0-$212.2K2026-10-19
Avior Wealth Management, LLC
CLOSED02,199-2,199-100%$207.9K$0-$207.9K2026-10-13
Kelly Financial Group LLC
CLOSED02,185-2,185-100%$206.5K$0-$206.5K2026-10-16
First Premier Bank
CLOSED02,171-2,171-100%$205$0-$2052026-10-13
HUB Investment Partners, LLC
CLOSED02,163-2,163-100%$204.4K$0-$204.4K2026-11-03
Centennial Advisors, LLC
CLOSED02,148-2,148-100%$203.0K$0-$203.0K2026-10-21
AdvisorNet Financial, Inc
CLOSED01,088-1,088-100%$102.8K$0-$102.8K2026-10-15
Islay Capital Management, LLC
CLOSED01,004-1,004-100%$94.9K$0-$94.9K2026-10-20
LifeSteps Financial, Inc.
CLOSED0783-783-100%$74.0K$0-$74.0K2026-10-15
Tucker Asset Management LLC
CLOSED0717-717-100%$67.8K$0-$67.8K2026-10-29
Wagner Wealth Management, LLC
CLOSED0601-601-100%$56.8K$0-$56.8K2026-10-21
Montgomery Financial Services LLC
CLOSED0285-285-100%$26.9K$0-$26.9K2026-11-03
MCF Advisors LLC
CLOSED0266-266-100%$25.1K$0-$25.1K2026-10-28
Vermillion Wealth Management, Inc.
CLOSED0252-252-100%$23.8K$0-$23.8K2026-10-26
Kings Path Partners LLC
CLOSED0242-242-100%$22.9K$0-$22.9K2026-10-21
Salem Investment Counselors Inc
CLOSED0195-195-100%$18.4K$0-$18.4K2026-10-13
Harbor Investment Advisory, LLC
CLOSED0163-163-100%$15.4K$0-$15.4K2026-10-13
Southern Michigan Bank & Trust
CLOSED0156-156-100%$14.7K$0-$14.7K2026-10-19
Robinswood Financial LLC
CLOSED092-92-100%$8.7K$0-$8.7K2026-10-20
Networth Advisors, LLC
CLOSED079-79-100%$7.4K$0-$7.4K2026-11-03
SYM Financial Corp
CLOSED077-77-100%$7.3K$0-$7.3K2026-10-26
Spectrum Wealth Advisory Group, LLC
CLOSED067-67-100%$6.3K$0-$6.3K2026-10-29
Kroeger Financial Partners
CLOSED061-61-100%$5.8K$0-$5.8K2026-10-19
Olistico Wealth, LLC
CLOSED033-33-100%$3.1K$0-$3.1K2026-10-05
Dhjj Financial Advisors, Ltd.
CLOSED023-23-100%$2.2K$0-$2.2K2026-10-23
CrossGen Wealth, LLC
CLOSED014-14-100%$1.3K$0-$1.3K2026-10-30
Hanson & Doremus Investment Management
CLOSED013-13-100%$1$0-$12026-10-16
RMG Wealth Management LLC
CLOSED06-6-100%$559$0-$5592026-10-26
Gill Capital Partners, LLC
CLOSED05-5-100%$473$0-$4732026-10-13
Hoese & Co LLP
CLOSED04-4-100%$378$0-$3782026-10-21
Burk Holdings LLC
CLOSED01-1-100%$58$0-$582026-11-05
Kozak & Associates, Inc.
CLOSED01-1-100%$54$0-$542026-10-29
Holos Integrated Wealth LLC
UNCHANGED000—$19$18-$12026-10-23
Bank of America Corp
N/A—68,261,267-68,261,267-100%$6.5B———
JPMorgan Chase & Co
N/A—37,776,202-37,776,202-100%$3.6B———
Envestnet Asset Management Inc
N/A—30,910,875-30,910,875-100%$2.9B———
LPL Financial LLC
N/A—27,128,190-27,128,190-100%$2.6B———
UBS Group AG
N/A—18,496,926-18,496,926-100%$1.7B———
Tiaa Wealth Investment Management LLC
N/A—14,805,333-14,805,333-100%$1.4B———
Ameriprise Financial Inc
N/A—13,686,305-13,686,305-100%$1.3B———
Morgan Stanley
N/A—11,538,279-11,538,279-100%$1.1B———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—7,678,893-7,678,893-100%$725.8M———
UBS Asset Management Americas LLC
N/A—4,278,858-4,278,858-100%$404.4M———
Stifel Financial Corp
N/A—3,741,705-3,741,705-100%$353.7M———
PNC Financial Services Group, Inc.
N/A—3,279,174-3,279,174-100%$309.9M———
Allworth Financial LP
N/A—3,034,893-3,034,893-100%$286.9M———
Wells Fargo & Company
N/A—2,912,422-2,912,422-100%$275.3M———
Bank of Montreal
N/A—2,803,720-2,803,720-100%$265.0M———
State of Tennessee, Department of Treasury
N/A—2,654,254-2,654,254-100%$250.9M———
SEI Investments Co
N/A—2,380,025-2,380,025-100%$225.0M———
Composition Wealth, LLC
N/A—2,352,562-2,352,562-100%$222.4M———
BlackRock, Inc.
N/A—2,311,312-2,311,312-100%$218.5M———
Cetera Investment Advisers
N/A—2,146,275-2,146,275-100%$202.9M———
Envestnet Portfolio Solutions, Inc.
N/A—2,119,612-2,119,612-100%$200.3M———
OneDigital Investment Advisors LLC
N/A—1,892,523-1,892,523-100%$178.9M———
Dynasty Wealth Management, LLC
N/A—1,833,567-1,833,567-100%$173.3M———
MML Investors Services, LLC
N/A—1,769,513-1,769,513-100%$167.3M———
Goldman Sachs Group Inc
N/A—1,716,390-1,716,390-100%$162.2M———
Quotient Wealth Partners, LLC
N/A—1,685,608-1,685,608-100%$159.3M———
Bessemer Group Inc
N/A—1,607,411-1,607,411-100%$151.9M———
Janney Montgomery Scott LLC
N/A—1,599,915-1,599,915-100%$151.2M———
Raymond James Financial Inc
N/A—1,592,160-1,592,160-100%$150.5M———
United Capital Financial Advisors, LLC
N/A—1,509,344-1,509,344-100%$142.8M———
Royal Bank of Canada
N/A—1,487,140-1,487,140-100%$140.6M———
Merit Financial Group, LLC
N/A—1,433,945-1,433,945-100%$135.5M———
Bridgewater Associates, LP
N/A—1,386,800-1,386,800-100%$131.1M———
Clarity Financial LLC
N/A—1,172,019-1,172,019-100%$110.8M———
Hancock Whitney Corp
N/A—1,131,436-1,131,436-100%$106.9M———
MAI Capital Management
N/A—1,006,787-1,006,787-100%$95.2M———
NewEdge Advisors, LLC
N/A—984,369-984,369-100%$93.0M———
Beacon Pointe Advisors, LLC
N/A—904,453-904,453-100%$85.5M———
Alliancebernstein L.P.
N/A—864,704-864,704-100%$82.1M———
Fisher Asset Management, LLC
N/A—831,866-831,866-100%$78.6M———
Pathstone Holdings, LLC
N/A—812,942-812,942-100%$76.8M———
Jupiter Topco LLC
N/A—801,475-801,475-100%$75.8M———
Dakota Wealth Management
N/A—720,721-720,721-100%$68.1M———
NorthCoast Asset Management LLC
N/A—700,621-700,621-100%$66.2M———
Capital International Investors
N/A—695,093-695,093-100%$65.7M———
Osaic Holdings, Inc.
N/A—675,822-675,822-100%$63.9M———
Lutz Financial Services LLC
N/A—658,034-658,034-100%$62.2M———
Allianz Asset Management GmbH
N/A—643,669-643,669-100%$60.8M———
AE Wealth Management LLC
N/A—608,645-608,645-100%$57.5M———
Foundations Investment Advisors, LLC
N/A—559,163-559,163-100%$52.9M———
Strategic Wealth Partners, Ltd.
N/A—517,750-517,750-100%$48.9M———
Korea Investment Corp
N/A—500,000-500,000-100%$47.3M———
BNP Paribas Asset Management Holding S.A.
N/A—477,622-477,622-100%$45.1M———
Sumitomo Mitsui Financial Group, Inc.
N/A—470,874-470,874-100%$44.5M———
Principal Securities, Inc.
N/A—449,653-449,653-100%$42.5M———
NorthRock Partners, LLC
N/A—444,758-444,758-100%$42.0M———
ST Germain D J Co Inc
N/A—441,162-441,162-100%$41.7M———
Baird Financial Group, Inc.
N/A—440,730-440,730-100%$41.7M———
Kingsview Wealth Management, LLC
N/A—411,950-411,950-100%$38.9M———
Mitsubishi UFJ Trust & Banking Corp
N/A—399,026-399,026-100%$37.7M———
Sanctuary Advisors, LLC
N/A—365,786-365,786-100%$34.6M———
FMR LLC
N/A—365,720-365,720-100%$34.6M———
Franklin Resources Inc
N/A—363,202-363,202-100%$34.3M———
Prestige Wealth Management Group LLC
N/A—361,979-361,979-100%$34.2M———
Clearwater Capital Advisors, LLC
N/A—348,023-348,023-100%$32.9M———
Zurich Insurance Group Ltd
N/A—338,060-338,060-100%$31.9M———
Rockefeller Capital Management L.P.
N/A—326,530-326,530-100%$30.9M———
Meridian Wealth Partners, LLC
N/A—297,555-297,555-100%$28.1M———
Acorns Advisers, LLC
N/A—296,322-296,322-100%$28.0M———
Global Retirement Partners, LLC
N/A—290,132-290,132-100%$27.4M———
Financial Engines Advisors L.L.C.
N/A—275,200-275,200-100%$26.0M———
Federated Hermes, Inc.
N/A—265,355-265,355-100%$25.1M———
Cerity Partners LLC
N/A—262,425-262,425-100%$24.8M———
Talon Private Wealth, LLC
N/A—260,720-260,720-100%$24.6M———
Jacobson & Schmitt Advisors, LLC
N/A—258,653-258,653-100%$24.4M———
Kelman-Lazarov, Inc.
N/A—253,580-253,580-100%$24.0M———
HighTower Advisors, LLC
N/A—250,291-250,291-100%$23.7M———
Tiaa Trust, National Association
N/A—243,877-243,877-100%$23.1M———
Advocacy Wealth Management, LLC
N/A—238,354-238,354-100%$22.5M———
CIBC Bancorp USA Inc.
N/A—227,647-227,647-100%$21.5M———
Leavell Investment Management, Inc.
N/A—227,389-227,389-100%$21.5M———
Penserra Capital Management LLC
N/A—225,258-225,258-100%$21.3M———
Modern Wealth Management, LLC
N/A—224,776-224,776-100%$21.2M———
Banque Cantonale Vaudoise
N/A—216,000-216,000-100%$20.4M———
Northern Trust Corp
N/A—214,799-214,799-100%$20.3M———
Vestmark Advisory Solutions, Inc.
N/A—214,531-214,531-100%$20.3M———
Huntington National Bank
N/A—213,931-213,931-100%$20.2M———
Manhattan West Asset Management, LLC
N/A—209,076-209,076-100%$19.8M———
Castleark Management LLC
N/A—204,235-204,235-100%$19.3M———
Stansberry Asset Management, LLC
N/A—202,306-202,306-100%$19.1M———
TCW Group Inc
N/A—200,832-200,832-100%$19.0M———
Arax Advisory Partners
N/A—198,697-198,697-100%$18.8M———
Johns Hopkins University
N/A—193,437-193,437-100%$18.3M———
Lifeworks Advisors, LLC
N/A—193,120-193,120-100%$18.3M———
Manning & Napier Advisors LLC
N/A—187,630-187,630-100%$17.7M———
Barclays PLC
N/A—184,420-184,420-100%$17.4M———
Integrated Wealth Concepts LLC
N/A—175,469-175,469-100%$16.6M———
First Trust Advisors LP
N/A—170,642-170,642-100%$16.1M———
&partners
N/A—170,440-170,440-100%$16.1M———
Bartlett & Co. Wealth Management LLC
N/A—164,593-164,593-100%$15.6M———
Impact Partnership Wealth, LLC
N/A—162,750-162,750-100%$15.4M———
Geneos Wealth Management Inc.
N/A—161,055-161,055-100%$15.2M———
Icon Wealth Advisors, LLC
N/A—151,946-151,946-100%$14.4M———
Ancora Advisors LLCA
N/A—148,301-148,301-100%$14.0M———
Checchi Capital Advisers, LLC
N/A—147,438-147,438-100%$13.9M———
Lazard Asset Management LLC
N/A—147,256-147,256-100%$13.9M———
Meteora Capital, LLC
N/A—146,600-146,600-100%$13.9M———
IFG Advisory, LLC
N/A—145,355-145,355-100%$13.7M———
Rothschild Wealth LLC
N/A—142,589-142,589-100%$13.5M———
Equitable Holdings, Inc.
N/A—140,524-140,524-100%$13.3M———
Focus Partners Wealth
N/A—139,211-139,211-100%$13.2M———
NewSquare Capital LLC
N/A—137,904-137,904-100%$13.0M———
Cascade Financial Partners, LLC
N/A—134,989-134,989-100%$12.8M———
One Wealth Advisors, LLC
N/A—134,132-134,132-100%$12.7M———
Tandem Wealth Advisors LLC
N/A—133,260-133,260-100%$12.6M———
RWA Wealth Partners, LLC
N/A—133,235-133,235-100%$12.6M———
Resona Asset Management Co.,Ltd.
N/A—128,832-128,832-100%$12.2M———
JT Stratford LLC
N/A—125,397-125,397-100%$11.9M———
Orion Porfolio Solutions, LLC
N/A—118,840-118,840-100%$11.2M———
Seeds Investor LLC
N/A—117,931-117,931-100%$11.1M———
Beacon Bridge Wealth Partners, LLC
N/A—115,183-115,183-100%$10.9M———
Theory Financial LLC
N/A—114,412-114,412-100%$10.8M———
Private Advisor Group, LLC
N/A—113,854-113,854-100%$10.8M———
Shelter Mutual Insurance Co
N/A—113,212-113,212-100%$10.7M———
World Investment Advisors
N/A—110,380-110,380-100%$10.5M———
Jane Street Group, LLC
N/A—102,125-102,125-100%$9.7M———
CIM, LLC
N/A—100,910-100,910-100%$9.5M———
Hilltop Holdings Inc.
N/A—100,451-100,451-100%$9.5M———
Smartleaf Asset Management LLC
N/A—97,805-97,805-100%$9.3M———
Quadrature Capital Ltd
N/A—97,049-97,049-100%$9.2M———
Northwestern Mutual Wealth Management Co
N/A—96,725-96,725-100%$9.1M———
Renaissance Technologies LLC
N/A—93,988-93,988-100%$8.9M———
Harbour Investments, Inc.
N/A—91,708-91,708-100%$8.7M———
Regal Investment Advisors LLC
N/A—90,635-90,635-100%$8.6M———
Invst, LLC
N/A—88,909-88,909-100%$8.4M———
PAX Financial Group, LLC
N/A—86,816-86,816-100%$8.2M———
Darwin Wealth Management, LLC
N/A—84,918-84,918-100%$8.0M———
Johnson Financial Group, Inc.
N/A—83,092-83,092-100%$7.9M———
Capital Analysts, LLC
N/A—82,871-82,871-100%$7.8M———
Keebeck Wealth Management
N/A—81,550-81,550-100%$7.7M———
Advisors Preferred, LLC
N/A—81,276-81,276-100%$7.7M———
Alesco Advisors, LLC, An ESL Co
N/A—77,967-77,967-100%$7.4M———
Steward Partners Investment Advisory, LLC
N/A—77,486-77,486-100%$7.3M———
HRT Financial LP
N/A—75,512-75,512-100%$7.1M———
Mariner, LLC
N/A—74,484-74,484-100%$7.0M———
Legacy Financial Group LLC
N/A—73,512-73,512-100%$6.9M———
BNP Paribas Financial Markets
N/A—73,250-73,250-100%$6.9M———
Keystone Financial Services
N/A—73,126-73,126-100%$6.9M———
Fort Point Capital Partners LLC
N/A—72,994-72,994-100%$6.9M———
Shared Vision Wealth Group LLC
N/A—71,299-71,299-100%$6.7M———
Commerce Bank
N/A—70,321-70,321-100%$6.6M———
Wealth Alliance, LLC
N/A—70,266-70,266-100%$6.6M———
a16z Perennial Management, L.P.
N/A—69,775-69,775-100%$6.6M———
Cary Street Partners Financial LLC
N/A—69,406-69,406-100%$6.6M———
Captrust Financial Advisors
N/A—68,371-68,371-100%$6.5M———
First American Trust, FSB
N/A—68,021-68,021-100%$6.4M———
Boothbay Fund Management, LLC
N/A—67,436-67,436-100%$6.4M———
Jones Financial Companies Lllp
N/A—65,959-65,959-100%$6.3M———
Genesis Wealth Advisors, LLC
N/A—63,935-63,935-100%$6.0M———
Foster & Motley Inc
N/A—61,450-61,450-100%$5.8M———
Betterment LLC
N/A—60,424-60,424-100%$5.7M———
Mayflower Financial Advisors, LLC
N/A—58,730-58,730-100%$5.6M———
Mercer Global Advisors Inc
N/A—58,028-58,028-100%$5.5M———
Liberty Wealth Management LLC
N/A—58,020-58,020-100%$5.5M———
Advisory Services Network, LLC
N/A—57,722-57,722-100%$5.5M———
Allstate Corp
N/A—52,648-52,648-100%$5.0M———
Inspire Advisors, LLC
N/A—51,565-51,565-100%$4.9M———
WCG Wealth Advisors LLC
N/A—51,021-51,021-100%$4.8M———
Founders Financial Alliance, LLC
N/A—48,826-48,826-100%$4.6M———
Chatterton & Associates Inc.
N/A—47,855-47,855-100%$4.5M———
CI Investments Inc.
N/A—47,247-47,247-100%$4.5M———
Van Hulzen Asset Management, LLC
N/A—45,661-45,661-100%$4.3M———
Belpointe Asset Management LLC
N/A—45,045-45,045-100%$4.3M———
Independent Advisor Alliance
N/A—43,460-43,460-100%$4.1M———
Gateway Wealth Partners, LLC
N/A—43,302-43,302-100%$4.1M———
Hexagon Capital Partners LLC
N/A—42,978-42,978-100%$4.1M———
Proffitt & Goodson Inc
N/A—41,140-41,140-100%$3.9M———
WealthShield Partners, LLC
N/A—40,370-40,370-100%$3.8M———
Sachetta, LLC
N/A—40,261-40,261-100%$3.8M———
Avanda Investment Management Pte. Ltd.
N/A—40,000-40,000-100%$3.8M———
D L Carlson Investment Group Inc
N/A—39,525-39,525-100%$3.7M———
Trivium Point Advisory, LLC
N/A—39,249-39,249-100%$3.7M———
Mutual Advisors, LLC
N/A—38,469-38,469-100%$3.6M———
Voya Financial Advisors, Inc.
N/A—36,816-36,816-100%$3.5M———
GTS Financial, LLC
N/A—36,079-36,079-100%$3.4M———
Waverly Advisors, LLC
N/A—35,252-35,252-100%$3.3M———
Benjamin Edwards Inc
N/A—34,643-34,643-100%$3.3M———
Snowden Capital Advisors LLC
N/A—34,390-34,390-100%$3.3M———
Resolute Wealth Advisor, Inc.
N/A—33,935-33,935-100%$3.2M———
5T Wealth, LLC
N/A—33,659-33,659-100%$3.2M———
Redwood Investment Management, LLC
N/A—33,114-33,114-100%$3.1M———
Stratos Wealth Partners, Ltd.
N/A—33,090-33,090-100%$3.1M———
Range Advisory, LLC
N/A—32,300-32,300-100%$3.1M———
ArborFi Advisors, LLC
N/A—31,928-31,928-100%$3.0M———
Nicolet Bankshares Inc
N/A—31,253-31,253-100%$3.0M———
Citizens & Northern Corp
N/A—31,118-31,118-100%$2.9M———
Twin Peaks Wealth Advisors, LLC
N/A—30,941-30,941-100%$2.9M———
Arkadios Wealth Advisors
N/A—29,845-29,845-100%$2.8M———
Tidal Investments LLC
N/A—29,567-29,567-100%$2.8M———
Chesapeake Capital Corp
N/A—29,567-29,567-100%$2.8M———
Tradition Wealth Management, LLC
N/A—29,046-29,046-100%$2.7M———
Western Wealth Management, LLC
N/A—28,860-28,860-100%$2.7M———
Sierra Capital LLC
N/A—28,777-28,777-100%$2.7M———
HSBC Holdings PLC
N/A—27,957-27,957-100%$2.6M———
LifePlan Investment Advisors, Inc.
N/A—27,229-27,229-100%$2.6M———
Dorsey & Whitney Trust Co LLC
N/A—27,089-27,089-100%$2.6M———
EP Wealth Advisors, LLC
N/A—27,058-27,058-100%$2.6M———
Barnes Wealth Management Group, Inc
N/A—26,995-26,995-100%$2.6M———
Trajan Wealth LLC
N/A—26,726-26,726-100%$2.5M———
Aptus Capital Advisors, LLC
N/A—26,592-26,592-100%$2.5M———
Pure Financial Advisors, LLC
N/A—26,456-26,456-100%$2.5M———
Insigneo Advisory Services, LLC
N/A—26,266-26,266-100%$2.5M———
Yukon Wealth Management, Inc.
N/A—25,971-25,971-100%$2.5M———
Qube Research & Technologies Ltd
N/A—25,870-25,870-100%$2.4M———
Compass Financial Group, Inc.
N/A—25,641-25,641-100%$2.4M———
MA Private Wealth
N/A—24,908-24,908-100%$2.4M———
Sovereign Investment Advisors, LLC
N/A—24,800-24,800-100%$2.3M———
Brookwood Investment Group LLC
N/A—24,739-24,739-100%$2.3M———
Laird Norton Wetherby Trust Company, LLC
N/A—24,266-24,266-100%$2.3M———
Community Bank, N.A.
N/A—23,997-23,997-100%$2.3M———
Pinnacle Financial Partners, Inc.
N/A—23,809-23,809-100%$2.3M———
L & S Advisors Inc
N/A—23,485-23,485-100%$2.2M———
Crabel Capital Management, LLC
N/A—22,633-22,633-100%$2.1M———
Kickstand Ventures, Llc.
N/A—22,010-22,010-100%$2.1M———
Frisch Financial Group, Inc.
N/A—21,806-21,806-100%$2.1M———
One Capital Management, LLC
N/A—21,387-21,387-100%$2.0M———
UMB Bank, n.a.
N/A—21,355-21,355-100%$2.0M———
Curtis Wealth Management LLC
N/A—21,227-21,227-100%$2.0M———
Stelac Advisory Services LLC
N/A—21,192-21,192-100%$2.0M———
Centaurus Financial, Inc.
N/A—20,834-20,834-100%$2.0M———
Guardian Wealth Advisors, LLC / NC
N/A—20,792-20,792-100%$2.0M———
Focus Partners Advisor Solutions, LLC
N/A—20,742-20,742-100%$2.0M———
Spectrum Investment Advisors, Inc.
N/A—20,282-20,282-100%$1.9M———
Great Valley Advisor Group, Inc.
N/A—20,011-20,011-100%$1.9M———
Brown Brothers Harriman & Co
N/A—19,528-19,528-100%$1.8M———
Payne Capital LLC
N/A—19,344-19,344-100%$1.8M———
Davis Wealth Advisors, LLC
N/A—19,296-19,296-100%$1.8M———
Proficio Capital Partners LLC
N/A—18,749-18,749-100%$1.8M———
Guggenheim Capital LLC
N/A—18,113-18,113-100%$1.7M———
Kilter Group LLC
N/A—18,016-18,016-100%$1.7M———
CreativeOne Wealth, LLC
N/A—17,934-17,934-100%$1.7M———
IMA Advisory Services, Inc.
N/A—17,671-17,671-100%$1.7M———
Capital Investment Management, Inc.
N/A—17,654-17,654-100%$1.7M———
Advisory Research Inc
N/A—17,518-17,518-100%$1.7M———
Tyche Wealth Partners LLC
N/A—16,692-16,692-100%$1.6M———
Caitlin John, LLC
N/A—16,651-16,651-100%$1.6M———
Sequoia Financial Advisors, LLC
N/A—16,573-16,573-100%$1.6M———
Transamerica Financial Advisors, LLC
N/A—16,479-16,479-100%$1.6M———
Summit Financial, LLC
N/A—16,379-16,379-100%$1.5M———
Farmers National Bank
N/A—16,031-16,031-100%$1.5M———
M1 Capital Management LLC
N/A—15,776-15,776-100%$1.5M———
Moors & Cabot, Inc.
N/A—15,589-15,589-100%$1.5M———
Hopwood Nicholas Hunter
N/A—15,571-15,571-100%$1.5M———
Arete Wealth Advisors, LLC
N/A—15,446-15,446-100%$1.5M———
Zinnia Wealth Advisory, LLC
N/A—15,199-15,199-100%$1.4M———
Edgestream Partners, L.P.
N/A—14,890-14,890-100%$1.4M———
M&T Bank Corp
N/A—14,864-14,864-100%$1.4M———
Venturi Wealth Management, LLC
N/A—14,819-14,819-100%$1.4M———
Coldstream Capital Management Inc
N/A—14,518-14,518-100%$1.4M———
Cresset Asset Management, LLC
N/A—14,390-14,390-100%$1.4M———
Exit Wealth Advisors, Llc.
N/A—14,237-14,237-100%$1.3M———
Gotham Asset Management, LLC
N/A—14,226-14,226-100%$1.3M———
Strive Financial Group,LLC
N/A—14,113-14,113-100%$1.3M———
Boyd Watterson Asset Management LLC
N/A—14,110-14,110-100%$1.3M———
AQR Capital Management LLC
N/A—13,972-13,972-100%$1.3M———
Prudential Financial Inc
N/A—13,719-13,719-100%$1.3M———
Brown Advisory Inc
N/A—13,287-13,287-100%$1.3M———
Alteri Wealth LLC
N/A—13,167-13,167-100%$1.2M———
Savvy Advisors, Inc.
N/A—12,896-12,896-100%$1.2M———
IHT Wealth Management, LLC
N/A—12,872-12,872-100%$1.2M———
Cary Street Partners Investment Advisory LLC
N/A—12,522-12,522-100%$1.2M———
HighPoint Advisor Group LLC
N/A—12,446-12,446-100%$1.2M———
Blair William & Co
N/A—12,371-12,371-100%$1.2M———
Maripau Wealth Management LLC
N/A—12,294-12,294-100%$1.2M———
Presidio Capital Management, LLC
N/A—12,238-12,238-100%$1.2M———
Pacific Financial Group Inc
N/A—12,084-12,084-100%$1.1M———
CacheTech Inc.
N/A—11,884-11,884-100%$1.1M———
Fiduciary Trust Co
N/A—11,857-11,857-100%$1.1M———
Regimen Wealth, LLC
N/A—11,236-11,236-100%$1.1M———
Vision Retirement, LLC
N/A—11,169-11,169-100%$1.1M———
Two Sigma Securities, LLC
N/A—10,782-10,782-100%$1.0M———
Summit Wealth Group, LLC
N/A—10,509-10,509-100%$993.3K———
WealthTrak Capital Management LLC
N/A—10,411-10,411-100%$984.0K———
Lowe Brockenbrough & Co Inc
N/A—9,972-9,972-100%$942.6K———
GatePass Capital, LLC
N/A—9,947-9,947-100%$940.2K———
BFC Planning, Inc.
N/A—9,746-9,746-100%$921.2K———
Estate Counselors, LLC
N/A—9,485-9,485-100%$896.5K———
Resurgent Financial Advisors LLC
N/A—9,471-9,471-100%$895.2K———
Haverford Trust Co
N/A—9,451-9,451-100%$893.3K———
Transcend Capital Advisors, LLC
N/A—9,431-9,431-100%$891.4K———
Argent Trust Co
N/A—9,305-9,305-100%$879.5K———
Perennial Investment Advisors, LLC
N/A—9,213-9,213-100%$870.7K———
Carr Financial Group Corp
N/A—9,180-9,180-100%$867.7K———
Quantinno Capital Management LP
N/A—8,996-8,996-100%$850.3K———
PFG Investments, LLC
N/A—8,871-8,871-100%$838.5K———
Clarendon Private LLC
N/A—8,697-8,697-100%$822.1K———
Nwam LLC
N/A—8,580-8,580-100%$811.0K———
Ausdal Financial Partners, Inc.
N/A—8,579-8,579-100%$810.8K———
Napier Financial, LLC
N/A—8,379-8,379-100%$792.0K———
EFG International AG
N/A—8,349-8,349-100%$789.1K———
Adams Wealth Management
N/A—8,259-8,259-100%$780.6K———
American Capital Management Inc
N/A—8,186-8,186-100%$773.7K———
Hyundai Investments Co., Ltd.
N/A—8,037-8,037-100%$763.3K———
FLP Wealth Management, LLC
N/A—8,011-8,011-100%$757.2K———
Advisory Alpha, LLC
N/A—7,861-7,861-100%$743.0K———
Continuum Advisory, LLC
N/A—7,655-7,655-100%$723.6K———
Gladstone Institutional Advisory LLC
N/A—7,577-7,577-100%$716.1K———
Legacy Edge Advisors, LLC
N/A—7,553-7,553-100%$713.9K———
F/m Investments LLC
N/A—7,537-7,537-100%$712.4K———
Advyzon Investment Management, LLC
N/A—7,505-7,505-100%$709.3K———
Sovereign Financial Group, Inc.
N/A—7,364-7,364-100%$696.0K———
IFS Group,LLC
N/A—7,255-7,255-100%$685.7K———
Meiji Yasuda Asset Management Co Ltd.
N/A—7,029-7,029-100%$664.4K———
Magnolia Private Wealth, LLC
N/A—7,010-7,010-100%$662.6K———
TFO Wealth Partners, LLC
N/A—6,941-6,941-100%$656.1K———
Annandale Capital, LLC
N/A—6,939-6,939-100%$656.0K———
Concord Investment Counsel Inc.
N/A—6,822-6,822-100%$644.8K———
Vident Advisory, LLC
N/A—6,702-6,702-100%$633.5K———
Wealthgarden F.S. LLC
N/A—6,572-6,572-100%$621.2K———
VestGen Investment Management
N/A—6,338-6,338-100%$599.1K———
McCartney Wealth Management LLC
N/A—6,104-6,104-100%$577.0K———
Keel Point, LLC
N/A—6,033-6,033-100%$570.2K———
FAS Wealth Partners, Inc.
N/A—5,861-5,861-100%$554.0K———
Fourth Dimension Wealth, LLC
N/A—5,785-5,785-100%$546.8K———
Kovack Advisors, Inc.
N/A—5,757-5,757-100%$542.9K———
Empirical Asset Management, LLC
N/A—5,588-5,588-100%$528.2K———
Pinnacle Family Advisors, LLC
N/A—5,531-5,531-100%$522.8K———
Main Street Financial Solutions, LLC
N/A—5,422-5,422-100%$512.5K———
Blalock Williams, LLC
N/A—5,321-5,321-100%$502.9K———
GeoWealth Management, LLC
N/A—5,257-5,257-100%$497.0K———
Rialto Wealth Management, LLC
N/A—5,198-5,198-100%$491.3K———
Dearborn Partners LLC
N/A—5,195-5,195-100%$491.0K———
Novus Advisors, LLC
N/A—4,994-4,994-100%$472.0K———
XTX Topco Ltd
N/A—4,963-4,963-100%$469.1K———
Fortis Capital Advisors, LLC
N/A—4,868-4,868-100%$460.1K———
First Citizens Asset Management, Inc.
N/A—4,802-4,802-100%$453.8K———
Cahill Financial Advisors Inc
N/A—4,730-4,730-100%$447.1K———
Financial Plan, Inc.
N/A—4,649-4,649-100%$439.4K———
Calton & Associates, Inc.
N/A—4,628-4,628-100%$437.4K———
Fiduciary Financial Advisors
N/A—4,508-4,508-100%$426.1K———
Legacy Capital Group California, Inc.
N/A—4,498-4,498-100%$425.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—4,483-4,483-100%$423.7K———
Susquehanna International Group, LLP
N/A—4,452-4,452-100%$420.8K———
Talisman Wealth Advisors LLC
N/A—4,294-4,294-100%$405.9K———
Pallas Capital Advisors LLC
N/A—4,269-4,269-100%$403.5K———
Stonebridge Financial Group, LLC
N/A—4,228-4,228-100%$399.0K———
Johnson Investment Counsel Inc
N/A—4,214-4,214-100%$398.3K———
LGT Financial Advisors LLC
N/A—3,969-3,969-100%$375.2K———
Jaffetilchin Investment Partners, LLC
N/A—3,882-3,882-100%$366.9K———
Synergy Investment Management, LLC
N/A—3,758-3,758-100%$354.9K———
Precision Wealth Strategies, LLC
N/A—3,727-3,727-100%$352.3K———
Windward Private Wealth Management Inc.
N/A—3,684-3,684-100%$348.2K———
Petix & Botte Co
N/A—3,668-3,668-100%$346.7K———
Vantage Point Financial LLC
N/A—3,593-3,593-100%$339.6K———
Mmbg Investment Advisors Co.
N/A—3,551-3,551-100%$335.6K———
Madison Asset Management, LLC
N/A—3,519-3,519-100%$332.6K———
Raffa Wealth Management, LLC
N/A—3,519-3,519-100%$332.6K———
Magnolia Capital Advisors LLC
N/A—3,501-3,501-100%$330.9K———
Monetary Management Group Inc
N/A—3,500-3,500-100%$330.8K———
Comprehensive Money Management Services LLC
N/A—3,450-3,450-100%$326.1K———
Hillsdale Investment Management Inc.
N/A—3,430-3,430-100%$324.2K———
Protective Life Corp
N/A—3,415-3,415-100%$322.8K———
Ground Swell Capital, LLC
N/A—3,400-3,400-100%$321.4K———
Rehmann Capital Advisory Group
N/A—3,391-3,391-100%$320.6K———
Oxinas Partners, LLC
N/A—3,318-3,318-100%$313.7K———
GWN Securities Inc.
N/A—3,317-3,317-100%$313.5K———
GTS Securities LLC
N/A—3,164-3,164-100%$299.1K———
Cassady Wealth & Retirement Planning, LLC
N/A—3,113-3,113-100%$294.2K———
Tidemark, LLC
N/A—3,026-3,026-100%$286.0K———
Warner Group LLC
N/A—3,006-3,006-100%$284.1K———
Joule Financial, LLC
N/A—2,944-2,944-100%$278.4K———
OneAscent Financial Services LLC
N/A—2,936-2,936-100%$277.5K———
Petra Financial Advisors Inc
N/A—2,870-2,870-100%$271.3K———
Squarepoint Ops LLC
N/A—2,843-2,843-100%$268.7K———
Bridgewealth Advisory Group, LLC
N/A—2,797-2,797-100%$264.4K———
Institute for Wealth Management, Llc.
N/A—2,759-2,759-100%$260.8K———
Berger Financial Group, Inc
N/A—2,758-2,758-100%$260.7K———
Prosperity Consulting Group, LLC
N/A—2,744-2,744-100%$259.4K———
PSI Advisors, LLC
N/A—2,727-2,727-100%$257.8K———
Spirepoint Private Client, LLC
N/A—2,719-2,719-100%$257.0K———
Orleans Capital Management Corp
N/A—2,643-2,643-100%$249.8K———
Alta Wealth Advisors LLC
N/A—2,642-2,642-100%$249.7K———
Investment Advisory Group, LLC
N/A—2,632-2,632-100%$248.8K———
LWM Advisory Services, LLC
N/A—2,589-2,589-100%$244.7K———
Paces Ferry Wealth Advisors, LLC
N/A—2,560-2,560-100%$242.0K———
Pine Valley Investments Ltd Liability Co
N/A—2,542-2,542-100%$240.3K———
EQ LLC
N/A—2,531-2,531-100%$239.3K———
Horizon Investments, LLC
N/A—2,526-2,526-100%$237.0K———
Stephens Inc
N/A—2,494-2,494-100%$235.7K———
Legacy Wealth Managment, LLC
N/A—2,407-2,407-100%$227.5K———
Kesler, Norman & Wride, LLC
N/A—2,350-2,350-100%$222.1K———
Zacks Investment Management
N/A—2,286-2,286-100%$216.1K———
Sunflower Bank, N.A.
N/A—2,281-2,281-100%$215.6K———
Capital Advisor Network LLC
N/A—2,276-2,276-100%$215.1K———
J.E. Simmons & Co., P.C.
N/A—2,257-2,257-100%$213.3K———
Advisors Capital Management, LLC
N/A—2,245-2,245-100%$212.3K———
Noble Wealth Partners LLC
N/A—2,199-2,199-100%$207.9K———
Intellectus Partners, LLC
N/A—2,134-2,134-100%$201.7K———
Crews Bank & Trust
N/A—2,100-2,100-100%$198.5K———
Clearstead Advisors, LLC
N/A—1,966-1,966-100%$185.8K———
Rice Partnership, LLC
N/A—1,950-1,950-100%$184.3K———
Deutsche Bank Ag\
N/A—1,906-1,906-100%$180.2K———
Kayne Anderson Rudnick Investment Management LLC
N/A—1,887-1,887-100%$178.6K———
New Republic Capital, LLC
N/A—1,497-1,497-100%$141.5K———
Atomic Invest LLC
N/A—1,430-1,430-100%$135.8K———
Private Wealth Asset Management, LLC
N/A—1,236-1,236-100%$116.8K———
Crewe Advisors LLC
N/A—1,186-1,186-100%$112.1K———
Colonial Trust Co / SC
N/A—1,156-1,156-100%$109.3K———
Evolution Advisers, Inc.
N/A—849-849-100%$80.0K———
Ameriflex Group, Inc.
N/A—698-698-100%$65.9K———
O'shaughnessy Asset Management, LLC
N/A—621-621-100%$58.7K———
Park Place Capital Corp
N/A—607-607-100%$57.4K———
Whittier Trust Co
N/A—607-607-100%$57.2K———
Lavaca Capital LLC
N/A—598-598-100%$56.6K———
Delos Wealth Advisors, LLC
N/A—575-575-100%$54.3K———
Tower Research Capital LLC (TRC)
N/A—549-549-100%$51.9K———
Wellington Grp LLC
N/A—473-473-100%$44.9K———
SHP Wealth Management
N/A—431-431-100%$40.7K———
Howe & Rusling Inc
N/A—415-415-100%$39.2K———
Rogco, LP
N/A—405-405-100%$38.3K———
Rothschild Investment LLC
N/A—393-393-100%$37.1K———
New England Asset Management Inc
N/A—384-384-100%$36.3K———
Westfuller Advisors, LLC
N/A—383-383-100%$36.2K———
Beaird Harris Wealth Management, LLC
N/A—358-358-100%$33.8K———
Aventura Private Wealth, LLC
N/A—354-354-100%$33.5K———
Godfrey Financial Associates, Inc.
N/A—332-332-100%$31.4K———
LRI Investments, LLC
N/A—320-320-100%$30.2K———
HM Payson & Co
N/A—310-310-100%$29.3K———
Addison Advisors LLC
N/A—299-299-100%$28.3K———
ESL Trust Services, LLC
N/A—293-293-100%$27.7K———
Oakmont Advisory Group, LLC
N/A—242-242-100%$22.9K———
Medallion Wealth Advisors, LLC
N/A—227-227-100%$21.5K———
Boreal Capital Management LLC
N/A—216-216-100%$20.4K———
Hantz Financial Services, Inc.
N/A—215-215-100%$20———
Atlas Capital Advisors Inc.
N/A—212-212-100%$20.0K———
Mcguire Capital Advisors Inc
N/A—194-194-100%$18.3K———
Measured Wealth Private Client Group, LLC
N/A—190-190-100%$18.0K———
Bravera Wealth
N/A—170-170-100%$16.1K———
Harborfront Financial Group LLC
N/A—118-118-100%$11.2K———
Kerr Financial Planning Corp
N/A—114-114-100%$10.7K———
Nomura Asset Management Co LTD
N/A—100-100-100%$9.5K———
Top Private Wealth Llc.
N/A—100-100-100%$9.5K———
Northwestern Mutual Investment Management Company, LLC
N/A—100-100-100%$9.5K———
Richard W. Paul & Associates, LLC
N/A—96-96-100%$9.1K———
Financial Gravity Companies, Inc.
N/A—58-58-100%$5.5K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—46-46-100%$4.3K———
Cardiff Park Advisors, LLC
N/A—41-41-100%$3.9K———
Atlantic Union Bankshares Corp
N/A—40-40-100%$3.8K———
Nova Wealth Management, Inc.
N/A—40-40-100%$3.8K———
Copia Wealth Management
N/A—36-36-100%$3.4K———
USA Financial Formulas
N/A—35-35-100%$3.3K———
Chesapeake Asset Management LLC
N/A—34-34-100%$3.2K———
Strategic Investment Solutions, Inc.
N/A—33-33-100%$3.2K———
Front Row Advisors LLC
N/A—30-30-100%$2.8K———
Topsail Wealth Management, LLC
N/A—24-24-100%$2.3K———
Keating Financial Advisory Services, Inc.
N/A—23-23-100%$2.2K———
Millstone Evans Group, LLC
N/A—20-20-100%$1.9K———
FWL Investment Management, LLC
N/A—19-19-100%$1.8K———
Dunhill Financial, LLC
N/A—17-17-100%$1.6K———
Fortis Group Advisors, LLC
N/A—14-14-100%$1.3K———
Bogart Wealth, LLC
N/A—13-13-100%$1.2K———
Operose Advisors LLC
N/A—11-11-100%$1.0K———
Glen Eagle Advisors, LLC
N/A—5-5-100%$473———
Cheviot Value Management, LLC
N/A—3-3-100%$284———
Russell Investments Group, Ltd.
N/A—1-1-100%$95———
Imprint Wealth LLC
N/A—1-1-100%$95———
Luminist Capital LLC
N/A—1-1-100%$95———
Showing 1084 of 1084 institutions