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Ishares 0-1 Year Treasury BO (SHV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Assetmark, Inc
INCREASED
Shares3,267,462 from 736,803
Change+2,530,659 (+343%)
Value$360.5M (+$279.2M)
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares1,090,591 from 1,111,769
Change-21,178 (-2%)
Value$120.1M (-$2.2M)
Filed 2026-10-13
Trust Co
INCREASED
Shares890,208 from 806,478
Change+83,730 (+10%)
Value$98.2M (+$9.2M)
Filed 2026-10-09
Americana Partners, LLC
DECREASED
Shares740,633 from 772,181
Change-31,548 (-4%)
Value$81.7M (-$3.5M)
Filed 2026-10-28
Townsend & Associates, Inc
INCREASED
Shares675,862 from 664,440
Change+11,422 (+2%)
Value$74.5M (+$1.3M)
Filed 2026-10-23
Oakworth Capital, Inc.
INCREASED
Shares626,853 from 610,581
Change+16,272 (+3%)
Value$69.2M (+$1.9M)
Filed 2026-10-26
White Lighthouse Investment Management Inc.
DECREASED
Shares600,216 from 606,646
Change-6,430 (-1%)
Value$66.2M (-$727.5K)
Filed 2026-10-21
Truist Financial Corp
INCREASED
Shares597,757 from 539,468
Change+58,289 (+11%)
Value$65.9M (+$6.4M)
Filed 2026-10-30
Cynosure Group, LLC
DECREASED
Shares538,140 from 545,206
Change-7,066 (-1%)
Value$59.4M (-$795.8K)
Filed 2026-11-03
Marks Wealth, LLC
DECREASED
Shares494,949 from 756,645
Change-261,696 (-35%)
Value$54.6M (-$28.9M)
Filed 2026-10-30
Commonwealth Equity Services, LLC
DECREASED
Shares410,515 from 435,183
Change-24,668 (-6%)
Value$45.3M (-$2.7M)
Filed 2026-11-02
Able Wealth Management LLC
INCREASED
Shares395,260 from 392,113
Change+3,147 (+1%)
Value$43.5M (+$244.5K)
Filed 2026-10-13
A&I Financial Services, LLC
NEW
Shares389,898
Change+389,898
Value$43.0M
Filed 2026-10-15
Financial Consulate, Inc
INCREASED
Shares353,376 from 347,758
Change+5,618 (+2%)
Value$39.0M (+$609.4K)
Filed 2026-10-23
Oppenheimer & Co Inc
INCREASED
Shares306,533 from 272,788
Change+33,745 (+12%)
Value$33.8M (+$3.7M)
Filed 2026-10-26
Fund Evaluation Group, LLC
DECREASED
Shares280,337 from 281,843
Change-1,506 (-1%)
Value$30.9M (-$174.6K)
Filed 2026-11-05
Park Avenue Securities LLC
INCREASED
Shares270,751 from 57,798
Change+212,953 (+368%)
Value$29.9K (-$6.3M)
Filed 2026-10-26
Mullooly Asset Management, Inc.
INCREASED
Shares267,588 from 248,775
Change+18,813 (+8%)
Value$29.5M (+$2.1M)
Filed 2026-10-30
AdvisorNet Financial, Inc
INCREASED
Shares265,811 from 201,808
Change+64,003 (+32%)
Value$29.3M (+$7.0M)
Filed 2026-10-15
Maseco LLP
DECREASED
Shares255,334 from 292,859
Change-37,525 (-13%)
Value$28.2M (-$4.1M)
Filed 2026-10-27
Bull Oak Capital, LLC
INCREASED
Shares252,427 from 251,810
Change+617 (+0%)
Value$27.8M (+$60.5K)
Filed 2026-10-23
Client First Capital LLC
DECREASED
Shares221,389 from 276,188
Change-54,799 (-20%)
Value$24.4M (-$6.1M)
Filed 2026-10-22
Capstone Wealth Management Group, LLC
INCREASED
Shares205,486 from 145,546
Change+59,940 (+41%)
Value$22.7M (+$6.6M)
Filed 2026-11-05
Fifth Third Bancorp
INCREASED
Shares192,652 from 183,040
Change+9,612 (+5%)
Value$21.3M (+$1.1M)
Filed 2026-11-05
Guidance Capital, Inc
INCREASED
Shares191,662 from 63,478
Change+128,184 (+202%)
Value$21.1M (+$14.1M)
Filed 2026-11-03
Farther Finance Advisors, LLC
INCREASED
Shares186,738 from 183,302
Change+3,436 (+2%)
Value$20.6M (+$373.6K)
Filed 2026-10-08
Simon Quick Advisors, LLC
DECREASED
Shares179,145 from 179,338
Change-193 (0%)
Value$19.8M (-$26.7K)
Filed 2026-10-26
Stableford Capital II LLC
INCREASED
Shares170,904 from 164,909
Change+5,995 (+4%)
Value$18.9M (+$656.4K)
Filed 2026-10-09
Twelve Points Wealth Management LLC
INCREASED
Shares164,970 from 54,437
Change+110,533 (+203%)
Value$18.2M (+$12.2M)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
INCREASED
Shares163,564 from 16,860
Change+146,704 (+870%)
Value$18.0M (+$16.2M)
Filed 2026-10-16
DT Investment Partners, LLC
NEW
Shares161,625
Change+161,625
Value$17.8M
Filed 2026-10-27
KFA Private Wealth Group, LLC
DECREASED
Shares148,856 from 150,488
Change-1,632 (-1%)
Value$16.4M (-$184.5K)
Filed 2026-10-07
IPG Investment Advisors LLC
DECREASED
Shares145,220 from 154,873
Change-9,653 (-6%)
Value$16.0M (-$1.1M)
Filed 2026-10-30
Fairvoy Private Wealth, LLC
DECREASED
Shares144,363 from 154,476
Change-10,113 (-7%)
Value$15.9M (-$1.1M)
Filed 2026-10-19
Mascoma Wealth Management LLC
DECREASED
Shares141,381 from 144,244
Change-2,863 (-2%)
Value$15.6M (-$320.2K)
Filed 2026-10-23
Kwmg, LLC
INCREASED
Shares140,701 from 131,947
Change+8,754 (+7%)
Value$15.5M (+$961.7K)
Filed 2026-10-07
Anchor Capital Advisors LLC
INCREASED
Shares134,926 from 82,035
Change+52,891 (+64%)
Value$14.9M (+$5.8M)
Filed 2026-11-05
Kellett Wealth Advisors, LLC
NEW
Shares128,371
Change+128,371
Value$14.2M
Filed 2026-10-15
Creative Planning
INCREASED
Shares128,091 from 123,803
Change+4,288 (+3%)
Value$14.1M (+$469.3K)
Filed 2026-11-02
OAK Family Advisors, LLC
INCREASED
Shares121,520 from 108,288
Change+13,232 (+12%)
Value$13.4M (+$1.5M)
Filed 2026-10-19
Stolz & Associates, PS
INCREASED
Shares118,446 from 111,743
Change+6,703 (+6%)
Value$13.1M (+$736.1K)
Filed 2026-11-05
Sulzberger Capital Advisors, Inc.
DECREASED
Shares115,041 from 172,589
Change-57,548 (-33%)
Value$12.7M (-$6.4M)
Filed 2026-10-20
Midwest Professional Planners, Ltd.
DECREASED
Shares112,811 from 113,969
Change-1,158 (-1%)
Value$12.4M (-$131.1K)
Filed 2026-10-29
Kestra Advisory Services, LLC
INCREASED
Shares111,748 from 76,105
Change+35,643 (+47%)
Value$12.3M (+$3.9M)
Filed 2026-11-02
Lido Advisors, LLC
INCREASED
Shares107,560 from 54,296
Change+53,264 (+98%)
Value$11.9M (+$5.9M)
Filed 2026-11-04
Roof Eidam Maycock Peralta, LLC
INCREASED
Shares105,959 from 99,190
Change+6,769 (+7%)
Value$11.7M (+$743.8K)
Filed 2026-10-15
Bdfs Capital LLC
INCREASED
Shares105,220 from 104,909
Change+311 (+0%)
Value$11.6M (+$31.1K)
Filed 2026-10-14
MinichMacGregor Wealth Management, LLC
INCREASED
Shares104,260 from 102,026
Change+2,234 (+2%)
Value$11.5M (+$243.4K)
Filed 2026-10-14
Legacy Advisory Services, LLC
DECREASED
Shares103,560 from 209,359
Change-105,799 (-51%)
Value$11.4M (-$11.7M)
Filed 2026-10-20
D.A. Davidson & Co.
INCREASED
Shares103,365 from 74,728
Change+28,637 (+38%)
Value$11.4M (+$3.2M)
Filed 2026-10-28
Lee Financial Co
DECREASED
Shares102,505 from 106,073
Change-3,568 (-3%)
Value$11.3M (-$396.8K)
Filed 2026-10-16
Pacifica Partners Inc.
DECREASED
Shares101,696 from 103,726
Change-2,030 (-2%)
Value$11.2M (-$228.3K)
Filed 2026-10-09
GFS Advisors, LLC
DECREASED
Shares99,207 from 108,176
Change-8,969 (-8%)
Value$10.9M (+$10.7M)
Filed 2026-11-03
Udine Wealth Management, Inc.
DECREASED
Shares88,250 from 101,750
Change-13,500 (-13%)
Value$9.7M (-$1.5M)
Filed 2026-10-23
AMG National Trust Bank
INCREASED
Shares87,855 from 85,146
Change+2,709 (+3%)
Value$9.7M (+$296.3K)
Filed 2026-11-05
CWA Asset Management Group, LLC
DECREASED
Shares86,090 from 133,320
Change-47,230 (-35%)
Value$9.5M (-$5.2M)
Filed 2026-10-19
Climber Capital SA
DECREASED
Shares84,399 from 85,385
Change-986 (-1%)
Value$6.7M (-$464.3K)
Filed 2026-10-20
Crescent Grove Advisors, LLC
DECREASED
Shares78,815 from 82,401
Change-3,586 (-4%)
Value$8.7M (-$398.2K)
Filed 2026-10-21
Global View Capital Management LLC
INCREASED
Shares76,899 from 6,884
Change+70,015 (+1017%)
Value$8.5M (+$7.7M)
Filed 2026-10-28
Paragon Capital Management Inc
DECREASED
Shares76,548 from 81,776
Change-5,228 (-6%)
Value$8.4M (-$579.2K)
Filed 2026-10-15
One Day In July LLC
DECREASED
Shares76,373 from 79,183
Change-2,810 (-4%)
Value$8.4M (-$312.4K)
Filed 2026-10-30
Apella Capital, LLC
INCREASED
Shares75,945 from 3,321
Change+72,624 (+2187%)
Value$8.4M (+$8.0M)
Filed 2026-10-08
Whalen Wealth Management Inc.
DECREASED
Shares75,067 from 77,951
Change-2,884 (-4%)
Value$8.3M (-$320.6K)
Filed 2026-10-08
Prime Capital Investment Advisors, LLC
DECREASED
Shares74,282 from 79,440
Change-5,158 (-6%)
Value$8.2M (-$571.5K)
Filed 2026-10-20
RFG Advisory, LLC
INCREASED
Shares74,200 from 73,936
Change+264 (+0%)
Value$8.2M (+$26.9K)
Filed 2026-11-03
Ritholtz Wealth Management
INCREASED
Shares71,055 from 31,566
Change+39,489 (+125%)
Value$7.8M (+$4.4M)
Filed 2026-11-05
StoneX Group Inc.
NEW
Shares69,665
Change+69,665
Value$7.7M
Filed 2026-11-03
Independent Financial Group, LLC
INCREASED
Shares64,963 from 64,872
Change+91 (+0%)
Value$7.2M (+$8.1K)
Filed 2026-10-13
Greenleaf Trust
DECREASED
Shares64,395 from 67,324
Change-2,929 (-4%)
Value$7.1M (-$325.1K)
Filed 2026-10-29
Hixon Zuercher, LLC
INCREASED
Shares64,000 from 49,394
Change+14,606 (+30%)
Value$7.1M (+$1.6M)
Filed 2026-10-13
North Star Investment Management Corp.
INCREASED
Shares59,527 from 56,745
Change+2,782 (+5%)
Value$6.6M (+$305.2K)
Filed 2026-10-27
IFP Advisors, Inc
DECREASED
Shares59,494 from 64,258
Change-4,764 (-7%)
Value$6.6M (-$527.5K)
Filed 2026-10-16
Bfsg, LLC
DECREASED
Shares59,430 from 64,965
Change-5,535 (-9%)
Value$6.6M (-$612.6K)
Filed 2026-10-30
Atria Investments, Inc
INCREASED
Shares58,699 from 39,313
Change+19,386 (+49%)
Value$6.5M (+$2.1M)
Filed 2026-10-15
Shepherd Financial Partners LLC
INCREASED
Shares58,593 from 17,551
Change+41,042 (+234%)
Value$6.5M (+$4.5M)
Filed 2026-11-03
Simplicity Wealth,LLC
NEW
Shares58,577
Change+58,577
Value$6.5M
Filed 2026-10-23
SBI Securities Co., Ltd.
INCREASED
Shares58,301 from 49,690
Change+8,611 (+17%)
Value$6.4M (+$948.5K)
Filed 2026-10-22
Keybank National Association
DECREASED
Shares58,015 from 58,520
Change-505 (-1%)
Value$6.4M (-$57.5K)
Filed 2026-11-04
MGO One Seven LLC
INCREASED
Shares56,163 from 47,043
Change+9,120 (+19%)
Value$6.2M (+$1.0M)
Filed 2026-10-28
Davenport & Co LLC
DECREASED
Shares55,274 from 59,016
Change-3,742 (-6%)
Value$6.1M (-$414.6K)
Filed 2026-10-14
Procyon Advisors, LLC
INCREASED
Shares54,822 from 45,386
Change+9,436 (+21%)
Value$6.0M (+$1.0M)
Filed 2026-10-21
Investment House LLC
INCREASED
Shares54,626 from 38,665
Change+15,961 (+41%)
Value$6.0M (+$1.8M)
Filed 2026-10-21
Capital Wealth Alliance, LLC
INCREASED
Shares53,851 from 51,639
Change+2,212 (+4%)
Value$5.9M (+$242.5K)
Filed 2026-10-20
IronBridge Private Wealth, LLC
DECREASED
Shares52,290 from 153,098
Change-100,808 (-66%)
Value$5.8M (-$11.1M)
Filed 2026-11-03
Independent Solutions Wealth Management, LLC
DECREASED
Shares51,653 from 108,641
Change-56,988 (-52%)
Value$5.7M (-$6.3M)
Filed 2026-10-28
Castle Rock Wealth Management, LLC
INCREASED
Shares51,122 from 5,787
Change+45,335 (+783%)
Value$5.6M (+$5.0M)
Filed 2026-10-09
Alterna Wealth Management, Inc
DECREASED
Shares50,915 from 54,542
Change-3,627 (-7%)
Value$5.6M (-$401.8K)
Filed 2026-10-27
Mader & Shannon Wealth Management, Inc.
DECREASED
Shares50,648 from 76,742
Change-26,094 (-34%)
Value$5.6M (-$2.9M)
Filed 2026-11-02
Forum Financial Management, LP
INCREASED
Shares50,617 from 33,062
Change+17,555 (+53%)
Value$5.6M (+$1.9M)
Filed 2026-10-16
Wedbush Securities Inc
DECREASED
Shares49,717 from 56,474
Change-6,757 (-12%)
Value$5.5K (-$6.2M)
Filed 2026-10-22
Baring Financial LLC
INCREASED
Shares49,276 from 48,919
Change+357 (+1%)
Value$5.4M (+$37.9K)
Filed 2026-10-07
Virtue Capital Management, LLC
INCREASED
Shares48,427 from 35,838
Change+12,589 (+35%)
Value$5.3M (+$1.4M)
Filed 2026-10-29
Apex Wealth Management, LLC
DECREASED
Shares48,311 from 77,462
Change-29,151 (-38%)
Value$5.3M (-$3.2M)
Filed 2026-10-20
Calamos Wealth Management LLC
INCREASED
Shares47,714 from 45,143
Change+2,571 (+6%)
Value$5.3M (+$282.3K)
Filed 2026-11-02
Asset One Wealth Management LLC
DECREASED
Shares46,300 from 53,329
Change-7,029 (-13%)
Value$5.1M (-$769.6K)
Filed 2026-11-02
Strategic Blueprint, LLC
DECREASED
Shares45,454 from 47,250
Change-1,796 (-4%)
Value$5.0M (-$199.5K)
Filed 2026-10-22
US Bancorp \de\
DECREASED
Shares44,904 from 45,821
Change-917 (-2%)
Value$5.0M (-$102.5K)
Filed 2026-11-05
Blueprint Investment Partners LLC
DECREASED
Shares44,874 from 126,917
Change-82,043 (-65%)
Value$5.0M (-$9.1M)
Filed 2026-10-28
Citigroup Inc
INCREASED
Shares44,628 from 32,249
Change+12,379 (+38%)
Value$4.9M (+$1.4M)
Filed 2026-11-04
Investment Management Associates Inc
INCREASED
Shares44,572 from 40,874
Change+3,698 (+9%)
Value$4.9M (+$406.7K)
Filed 2026-10-29
HB Wealth Management, LLC
INCREASED
Shares43,126 from 42,908
Change+218 (+1%)
Value$4.8M (+$22.8K)
Filed 2026-10-23
Onyx Bridge Wealth Group LLC
DECREASED
Shares41,797 from 59,868
Change-18,071 (-30%)
Value$4.6M (-$2.0M)
Filed 2026-10-16
Purewater Capital LLC
DECREASED
Shares41,551 from 49,588
Change-8,037 (-16%)
Value$4.6M (-$888.1K)
Filed 2026-10-23
Pacific Center for Financial Services
DECREASED
Shares40,642 from 89,793
Change-49,151 (-55%)
Value$4.5M (-$5.4M)
Filed 2026-10-15
Financial Management Network Inc
DECREASED
Shares39,468 from 40,024
Change-556 (-1%)
Value$4.3M (-$68.4K)
Filed 2026-10-09
Tucker Asset Management LLC
DECREASED
Shares39,264 from 41,403
Change-2,139 (-5%)
Value$4.3M (-$237.1K)
Filed 2026-10-29
Ascent Group, LLC
INCREASED
Shares38,350 from 30,784
Change+7,566 (+25%)
Value$4.2M (+$833.8K)
Filed 2026-10-30
Premier Path Wealth Partners, LLC
INCREASED
Shares38,348 from 34,233
Change+4,115 (+12%)
Value$4.2M (+$452.9K)
Filed 2026-10-16
Milestone Asset Management, LLC
INCREASED
Shares38,213 from 36,443
Change+1,770 (+5%)
Value$4.2M (+$194.1K)
Filed 2026-10-15
Financial & Tax Architects, LLC
NEW
Shares38,129
Change+38,129
Value$4.2M
Filed 2026-10-15
Greenspring Advisors, LLC
DECREASED
Shares37,435 from 38,012
Change-577 (-2%)
Value$4.1M (-$64.8K)
Filed 2026-11-05
RIA Advisory Group LLC
DECREASED
Shares37,284 from 50,332
Change-13,048 (-26%)
Value$4.1M (-$1.4M)
Filed 2026-10-15
Formidable Asset Management, LLC
DECREASED
Shares37,145 from 37,790
Change-645 (-2%)
Value$4.1M (-$72.7K)
Filed 2026-11-03
Balefire, LLC
INCREASED
Shares37,143 from 9,319
Change+27,824 (+299%)
Value$4.1M (+$3.1M)
Filed 2026-10-09
Ridgewood Investments LLC
DECREASED
Shares36,306 from 36,318
Change-12 (0%)
Value$4.0M (-$2.4K)
Filed 2026-10-05
Ashton Thomas Private Wealth, LLC
DECREASED
Shares36,227 from 43,936
Change-7,709 (-18%)
Value$4.0M (-$851.8K)
Filed 2026-11-03
Patton Fund Management, Inc.
DECREASED
Shares34,721 from 36,222
Change-1,501 (-4%)
Value$3.8M (-$166.7K)
Filed 2026-10-13
Sagespring Wealth Partners, LLC
INCREASED
Shares34,365 from 2,693
Change+31,672 (+1176%)
Value$3.8M (+$3.5M)
Filed 2026-10-22
Meridian Wealth Management, LLC
DECREASED
Shares32,920 from 33,553
Change-633 (-2%)
Value$3.6M (-$70.8K)
Filed 2026-11-05
Atticus Wealth Management, LLC
INCREASED
Shares32,267 from 30,619
Change+1,648 (+5%)
Value$3.6M (+$180.9K)
Filed 2026-10-20
Trilogy Capital Inc.
DECREASED
Shares31,416 from 32,110
Change-694 (-2%)
Value$3.5M (-$77.5K)
Filed 2026-10-20
Paladin Partners, LLC
UNCHANGED
Shares30,740 from 30,740
Change0 (0%)
Value$3.4M (-$922)
Filed 2026-10-06
Compound Planning, Inc.
INCREASED
Shares30,253 from 21,265
Change+8,988 (+42%)
Value$3.3M (+$990.8K)
Filed 2026-11-05
Cape Investment Advisory, Inc.
INCREASED
Shares29,919 from 96
Change+29,823 (+31066%)
Value$3.3M (+$3.3M)
Filed 2026-10-13
Vise Technologies, Inc.
INCREASED
Shares29,450 from 17,692
Change+11,758 (+66%)
Value$3.2M (+$1.3M)
Filed 2026-10-29
Parallel Advisors, LLC
DECREASED
Shares28,211 from 34,551
Change-6,340 (-18%)
Value$3.1M (-$700.5K)
Filed 2026-11-03
Csenge Advisory Group
INCREASED
Shares28,049 from 2,400
Change+25,649 (+1069%)
Value$3.1M (+$2.8M)
Filed 2026-11-04
James Investment Research, Inc.
DECREASED
Shares27,925 from 29,382
Change-1,457 (-5%)
Value$3.1M (-$161.6K)
Filed 2026-10-22
TD Private Client Wealth LLC
DECREASED
Shares27,447 from 28,271
Change-824 (-3%)
Value$3.0M (-$91.8K)
Filed 2026-10-28
TD Waterhouse Canada Inc.
DECREASED
Shares26,662 from 35,849
Change-9,187 (-26%)
Value$2.9M (-$1.0M)
Filed 2026-10-16
Rossby Financial, LCC
INCREASED
Shares25,918 from 1,005
Change+24,913 (+2479%)
Value$2.9M (+$2.7M)
Filed 2026-11-05
Fermata Advisors, LLC
INCREASED
Shares25,386 from 25,142
Change+244 (+1%)
Value$2.8M (+$26.3K)
Filed 2026-10-13
CoreCap Advisors, LLC
DECREASED
Shares25,260 from 26,517
Change-1,257 (-5%)
Value$2.8M (-$139.4K)
Filed 2026-10-08
Legacy Wealth Partners, LLC
INCREASED
Shares24,940 from 18,012
Change+6,928 (+38%)
Value$2.8M (+$763.8K)
Filed 2026-10-15
Spartan Planning & Wealth Management
DECREASED
Shares24,546 from 32,858
Change-8,312 (-25%)
Value$2.7M (-$917.9K)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
DECREASED
Shares24,290 from 26,020
Change-1,730 (-7%)
Value$2.7M (-$191.6K)
Filed 2026-11-05
KDK Private Wealth Management, LLC
DECREASED
Shares24,238 from 24,303
Change-65 (0%)
Value$2.7M (-$7.9K)
Filed 2026-11-03
Marino, Stram & Associates LLC
INCREASED
Shares23,694 from 19,410
Change+4,284 (+22%)
Value$2.6M (+$472.0K)
Filed 2026-10-22
Realta Investment Advisors
INCREASED
Shares23,478 from 22,469
Change+1,009 (+4%)
Value$2.6M (+$110.6K)
Filed 2026-10-14
Net Worth Advisory Group
DECREASED
Shares22,717 from 23,626
Change-909 (-4%)
Value$2.5M (-$107.1K)
Filed 2026-10-20
Financial Discovery Group Inc
INCREASED
Shares22,588 from 21,916
Change+672 (+3%)
Value$2.5M (+$73.5K)
Filed 2026-11-03
Braeburn Wealth Management LLC
NEW
Shares22,399
Change+22,399
Value$2.5M
Filed 2026-10-15
Core Wealth Partners LLC
DECREASED
Shares21,999 from 23,186
Change-1,187 (-5%)
Value$2.4M (-$131.6K)
Filed 2026-11-02
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED
Shares21,985 from 22,701
Change-716 (-3%)
Value$2.4M (-$79.1K)
Filed 2026-10-21
Capital Advisors, Ltd. LLC
INCREASED
Shares21,855 from 21,507
Change+348 (+2%)
Value$2.4K (+$38)
Filed 2026-10-27
Ehrlich Financial Group
DECREASED
Shares21,276 from 42,892
Change-21,616 (-50%)
Value$2.3M (-$2.4M)
Filed 2026-10-20
Avalon Capital Management
DECREASED
Shares21,257 from 22,039
Change-782 (-4%)
Value$2.3M (-$86.9K)
Filed 2026-11-04
Strategy Asset Managers LLC
DECREASED
Shares20,348 from 21,170
Change-822 (-4%)
Value$2.2M (-$91.3K)
Filed 2026-10-14
Eagle Rock Investment Company, LLC
UNCHANGED
Shares20,023 from 20,023
Change0 (0%)
Value$2.2M (-$601)
Filed 2026-10-21
Benedict Financial Advisors Inc
INCREASED
Shares19,713 from 19,406
Change+307 (+2%)
Value$2.2M (+$33.3K)
Filed 2026-10-07
Kings Path Partners LLC
INCREASED
Shares19,567 from 14,964
Change+4,603 (+31%)
Value$2.2M (+$507.4K)
Filed 2026-10-21
Perennial Advisors, LLC
INCREASED
Shares19,449 from 16,876
Change+2,573 (+15%)
Value$2.1M (+$283.3K)
Filed 2026-10-13
LightSquare Wealth Management, LLC
INCREASED
Shares19,440 from 15,834
Change+3,606 (+23%)
Value$2.1M (+$397.3K)
Filed 2026-11-03
Madson Wealth Advisors Inc
DECREASED
Shares19,275 from 21,156
Change-1,881 (-9%)
Value$2.1M (-$208.2K)
Filed 2026-10-13
Leelyn Smith, LLC
INCREASED
Shares19,132 from 17,519
Change+1,613 (+9%)
Value$2.1M (+$177.4K)
Filed 2026-11-03
Sweeney & Michel, LLC
INCREASED
Shares19,130 from 18,972
Change+158 (+1%)
Value$2.1M (+$20.7K)
Filed 2026-10-16
Spire Wealth Management
DECREASED
Shares19,046 from 22,901
Change-3,855 (-17%)
Value$2.1M (-$425.9K)
Filed 2026-10-30
Abacus Planning Group, Inc.
DECREASED
Shares18,670 from 19,122
Change-452 (-2%)
Value$2.1M (-$50.4K)
Filed 2026-11-02
Professional Advisory Services Inc
INCREASED
Shares18,377 from 12,680
Change+5,697 (+45%)
Value$2.0K (+$628)
Filed 2026-10-08
Grand Central Investment Group
INCREASED
Shares18,005 from 6,567
Change+11,438 (+174%)
Value$2.0M (+$1.3M)
Filed 2026-11-02
Burford Brothers, Inc.
INCREASED
Shares17,551 from 11,962
Change+5,589 (+47%)
Value$1.9M (+$616.2K)
Filed 2026-10-21
Aspiriant, LLC
UNCHANGED
Shares17,429 from 17,429
Change0 (0%)
Value$1.9M (-$524)
Filed 2026-10-16
Rudd Co d/b/a Styre Wealth
NEW
Shares17,394
Change+17,394
Value$1.9M
Filed 2026-10-29
Fiduciary Financial Group, LLC
DECREASED
Shares17,377 from 18,012
Change-635 (-4%)
Value$1.9M (-$70.6K)
Filed 2026-10-13
GenWealth Group, Inc.
INCREASED
Shares17,345 from 17,317
Change+28 (+0%)
Value$1.9M (+$2.6K)
Filed 2026-10-16
Fifth Third Securities, Inc.
NEW
Shares16,958
Change+16,958
Value$1.9M
Filed 2026-10-21
Tempus Wealth Planning, LLC
DECREASED
Shares16,893 from 19,505
Change-2,612 (-13%)
Value$1.9M (-$288.7K)
Filed 2026-10-14
Financial Management Professionals, Inc.
UNCHANGED
Shares16,221 from 16,221
Change0 (0%)
Value$1.8M (-$486)
Filed 2026-10-23
Larry Mathis Financial Planning, LLC
INCREASED
Shares16,220 from 12,201
Change+4,019 (+33%)
Value$1.8M (+$443.0K)
Filed 2026-10-26
Weaver Consulting Group
DECREASED
Shares15,924 from 16,412
Change-488 (-3%)
Value$1.8M (-$54.3K)
Filed 2026-10-07
B. Riley Wealth Advisors, Inc.
NEW
Shares15,923
Change+15,923
Value$1.8M
Filed 2026-10-13
Inspirion Wealth Advisors, LLC
UNCHANGED
Shares15,390 from 15,390
Change0 (0%)
Value$1.7M (+$4.3K)
Filed 2026-10-09
Central Bank & Trust Co
INCREASED
Shares14,986 from 14,907
Change+79 (+1%)
Value$1.7M (+$8.3K)
Filed 2026-10-09
Advisortrust Partners, LLC
INCREASED
Shares14,965 from 4,953
Change+10,012 (+202%)
Value$1.7M (+$1.1M)
Filed 2026-11-02
Nvwm, LLC
INCREASED
Shares14,450 from 14,427
Change+23 (+0%)
Value$1.6M (+$2.1K)
Filed 2026-10-14
Navigate Wealth Management, LLC
INCREASED
Shares14,381 from 11,094
Change+3,287 (+30%)
Value$1.6M (+$361.3K)
Filed 2026-10-14
Bosman Wealth Management, LLC
UNCHANGED
Shares14,051 from 14,051
Change0 (0%)
Value$1.6M (-$422)
Filed 2026-10-28
Arkfeld Wealth Strategies, L.L.C.
INCREASED
Shares13,686 from 13,563
Change+123 (+1%)
Value$1.5M (+$13.7K)
Filed 2026-10-19
Patten & Patten Inc
UNCHANGED
Shares13,464 from 13,464
Change0 (0%)
Value$1.5M (-$404)
Filed 2026-10-26
Analyst IMS Investment Management Services Ltd.
INCREASED
Shares13,425 from 13,286
Change+139 (+1%)
Value$1.5M (+$15.0K)
Filed 2026-11-05
Quartz Partners, LLC
NEW
Shares13,072
Change+13,072
Value$1.4M
Filed 2026-11-03
Blueprint Financial Advisors LLC
DECREASED
Shares12,960 from 61,012
Change-48,052 (-79%)
Value$1.4M (-$5.3M)
Filed 2026-10-28
Courage Miller Partners, LLC
INCREASED
Shares12,857 from 12,715
Change+142 (+1%)
Value$1.4M (+$15.3K)
Filed 2026-10-21
Buska Wealth Management, LLC
INCREASED
Shares12,745 from 9,180
Change+3,565 (+39%)
Value$1.4M (+$393.0K)
Filed 2026-10-08
National Wealth Management Group, LLC
INCREASED
Shares12,635 from 11,735
Change+900 (+8%)
Value$1.4M (+$98.8K)
Filed 2026-10-26
Cabana LLC
NEW
Shares12,479
Change+12,479
Value$1.4M
Filed 2026-11-04
United Advisor Group, LLC
INCREASED
Shares12,436 from 6,120
Change+6,316 (+103%)
Value$1.4M (+$696.7K)
Filed 2026-11-03
Cidel Asset Management Inc
INCREASED
Shares12,405 from 10,449
Change+1,956 (+19%)
Value$1.4M (+$215.6K)
Filed 2026-10-29
Western Financial Corp
DECREASED
Shares12,335 from 12,431
Change-96 (-1%)
Value$1.4M (-$11.0K)
Filed 2026-10-14
Walser Wealth Management Company, A Ltd Liability Co
DECREASED
Shares12,267 from 15,550
Change-3,283 (-21%)
Value$1.4M (-$362.7K)
Filed 2026-10-15
Sage Advisory Services, Ltd.Co.
UNCHANGED
Shares12,078 from 12,078
Change0 (0%)
Value$1.3M (-$1.0K)
Filed 2026-10-29
Ifrah Financial Services, Inc.
INCREASED
Shares11,890 from 11,880
Change+10 (+0%)
Value$1.3M (+$692)
Filed 2026-10-13
Founders Grove Wealth Partners, LLC
INCREASED
Shares11,844 from 11,791
Change+53 (+0%)
Value$1.3M (+$5.5K)
Filed 2026-10-16
Norris Perne & French LLP
DECREASED
Shares11,836 from 11,881
Change-45 (0%)
Value$1.3M (-$5.3K)
Filed 2026-10-23
Flagstar Securities, Inc
INCREASED
Shares11,832 from 8,256
Change+3,576 (+43%)
Value$1.3M (+$394.3K)
Filed 2026-10-15
Archford Capital Strategies, LLC
INCREASED
Shares11,756 from 11,155
Change+601 (+5%)
Value$1.3M (+$66.0K)
Filed 2026-10-19
Perigon Wealth Management, LLC
INCREASED
Shares11,445 from 10,863
Change+582 (+5%)
Value$1.3M (+$63.9K)
Filed 2026-10-22
Mainsail Financial Group, LLC
DECREASED
Shares11,425 from 12,944
Change-1,519 (-12%)
Value$1.3M (-$168.0K)
Filed 2026-10-23
Old National Bancorp
INCREASED
Shares11,393 from 10,975
Change+418 (+4%)
Value$1.3M (+$45.8K)
Filed 2026-10-20
Axxcess Wealth Management, LLC
INCREASED
Shares11,349 from 10,561
Change+788 (+7%)
Value$1.3M (+$86.6K)
Filed 2026-10-21
Pathway Financial Advisors LLC
UNCHANGED
Shares11,220 from 11,220
Change0 (0%)
Value$1.2M (+$2.6K)
Filed 2026-10-07
Brian LOW Financial Group, LLC
INCREASED
Shares11,219 from 11,096
Change+123 (+1%)
Value$1.2M (+$13.3K)
Filed 2026-10-28
Prospera Financial Services Inc
DECREASED
Shares10,718 from 13,676
Change-2,958 (-22%)
Value$1.2M (-$325.5K)
Filed 2026-11-04
Choreo, LLC
DECREASED
Shares10,565 from 10,587
Change-22 (0%)
Value$1.2M (-$2.7K)
Filed 2026-10-28
Foundry Financial Group, Inc.
DECREASED
Shares10,559 from 22,184
Change-11,625 (-52%)
Value$1.2M (-$1.3M)
Filed 2026-10-28
Compass Ion Advisors, LLC
INCREASED
Shares10,519 from 10,105
Change+414 (+4%)
Value$1.2M (+$45.4K)
Filed 2026-10-23
Fonville Wealth Management LLC
DECREASED
Shares10,485 from 11,133
Change-648 (-6%)
Value$1.2M (-$71.9K)
Filed 2026-10-28
Baker Ellis Asset Management LLC
UNCHANGED
Shares10,402 from 10,402
Change0 (0%)
Value$1.1M (-$312)
Filed 2026-10-14
Prosperity Advisers, LLC
DECREASED
Shares10,389 from 14,894
Change-4,505 (-30%)
Value$1.1M (-$497.4K)
Filed 2026-10-28
Edgemoor Investment Advisors, Inc.
UNCHANGED
Shares10,260 from 10,260
Change0 (0%)
Value$1.1M (-$308)
Filed 2026-11-03
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares10,173 from 2,432
Change+7,741 (+318%)
Value$1.1M (+$853.9K)
Filed 2026-10-07
Hardworking Capital Advisors, LLC
DECREASED
Shares10,122 from 11,168
Change-1,046 (-9%)
Value$1.1M (-$115.7K)
Filed 2026-10-20
TFB Advisors LLC
NEW
Shares9,843
Change+9,843
Value$1.1M
Filed 2026-11-02
San Luis Wealth Advisors LLC
DECREASED
Shares9,820 from 30,852
Change-21,032 (-68%)
Value$1.1M (-$2.3M)
Filed 2026-10-27
Consilium Wealth Advisory, LLC
DECREASED
Shares9,633 from 9,972
Change-339 (-3%)
Value$1.1M (-$37.8K)
Filed 2026-10-14
Eagle Global Advisors LLC
INCREASED
Shares9,333 from 9,149
Change+184 (+2%)
Value$1.0M (+$20.0K)
Filed 2026-11-02
Banque Pictet & CIE SA
DECREASED
Shares9,007 from 11,055
Change-2,048 (-19%)
Value$993.7K (-$226.3K)
Filed 2026-10-16
Bria Capital Group, LLC
DECREASED
Shares8,991 from 158,726
Change-149,735 (-94%)
Value$991.9K (-$16.5M)
Filed 2026-10-22
Markowski Investments
DECREASED
Shares8,877 from 9,407
Change-530 (-6%)
Value$979.3K (-$58.7K)
Filed 2026-10-30
WealthBridge Capital Management, LLC
NEW
Shares8,826
Change+8,826
Value$973.6K
Filed 2026-10-16
Brookstone Capital Management
DECREASED
Shares8,812 from 14,762
Change-5,950 (-40%)
Value$972.2K (-$656.8K)
Filed 2026-10-22
Silverlake Wealth Management LLC
DECREASED
Shares8,760 from 9,172
Change-412 (-4%)
Value$966.4K (-$45.7K)
Filed 2026-10-21
Sidoxia Capital Management, LLC
INCREASED
Shares8,731 from 8,164
Change+567 (+7%)
Value$963.2K (+$62.3K)
Filed 2026-10-28
J.Safra Asset Management Corp
INCREASED
Shares8,625 from 8,496
Change+129 (+2%)
Value$951.5K (+$14.0K)
Filed 2026-11-03
Signal Advisors Wealth, LLC
DECREASED
Shares8,549 from 10,166
Change-1,617 (-16%)
Value$943.1K (-$178.7K)
Filed 2026-10-13
Miramontes Capital, LLC
DECREASED
Shares8,306 from 8,515
Change-209 (-2%)
Value$916.3K (-$23.3K)
Filed 2026-10-19
Transcendent Capital Group LLC
INCREASED
Shares8,100 from 8,083
Change+17 (+0%)
Value$893.6K (+$1.7K)
Filed 2026-10-28
21 West Wealth Management LLC
NEW
Shares8,033
Change+8,033
Value$886.2K
Filed 2026-10-13
Solstein Capital, LLC
UNCHANGED
Shares7,943 from 7,943
Change0 (0%)
Value$876.3K (-$238)
Filed 2026-11-02
Sigma Planning Corp
INCREASED
Shares7,827 from 6,347
Change+1,480 (+23%)
Value$863.5K (+$163.1K)
Filed 2026-10-23
Rinkey Investments
INCREASED
Shares7,805 from 4,944
Change+2,861 (+58%)
Value$861.1K (+$315.6K)
Filed 2026-10-28
Root Financial Partners, LLC
INCREASED
Shares7,744 from 2,569
Change+5,175 (+201%)
Value$854.3K (+$570.8K)
Filed 2026-10-21
Investment Partners, Ltd.
INCREASED
Shares7,706 from 3,627
Change+4,079 (+112%)
Value$850.1K (+$449.9K)
Filed 2026-10-29
Jacobi Capital Management LLC
INCREASED
Shares7,668 from 7,571
Change+97 (+1%)
Value$845.9K (+$10.4K)
Filed 2026-11-05
King Luther Capital Management Corp
UNCHANGED
Shares7,618 from 7,618
Change0 (0%)
Value$840.4K (-$228)
Filed 2026-11-05
Black Diamond Financial, LLC
DECREASED
Shares7,595 from 8,703
Change-1,108 (-13%)
Value$837.9K (-$122.5K)
Filed 2026-10-26
Advisor OS, LLC
DECREASED
Shares7,513 from 7,706
Change-193 (-2%)
Value$828.8K (-$21.5K)
Filed 2026-11-03
Nations Financial Group Inc,
DECREASED
Shares7,511 from 7,619
Change-108 (-1%)
Value$828.6K (-$12.2K)
Filed 2026-11-05
Arrien Investments, Inc.
DECREASED
Shares7,387 from 8,047
Change-660 (-8%)
Value$815.0K (-$73.1K)
Filed 2026-10-30
Algorithmic Investment Models, LLC
INCREASED
Shares7,294 from 7,234
Change+60 (+1%)
Value$804.7K (+$6.4K)
Filed 2026-11-04
Montecito Bank & Trust
UNCHANGED
Shares7,285 from 7,285
Change0 (0%)
Value$803.7K (-$219)
Filed 2026-10-01
Rosenberg Matthew Hamilton
UNCHANGED
Shares7,134 from 7,134
Change0 (0%)
Value$787.0K (-$214)
Filed 2026-10-05
TCP Asset Management, LLC
INCREASED
Shares7,124 from 5,991
Change+1,133 (+19%)
Value$784.1K (+$123.0K)
Filed 2026-10-14
Richardson Financial Services Inc.
NEW
Shares7,072
Change+7,072
Value$780.2K
Filed 2026-10-30
Compass Financial Management LLC
INCREASED
Shares6,977 from 6,255
Change+722 (+12%)
Value$769.7K (+$79.5K)
Filed 2026-10-30
Woodley Farra Manion Portfolio Management Inc
UNCHANGED
Shares6,754 from 6,754
Change0 (0%)
Value$747.1K (+$1.8K)
Filed 2026-11-05
Total Clarity Wealth Management, Inc.
NEW
Shares6,691
Change+6,691
Value$738.2K
Filed 2026-10-26
Dynamic Advisor Solutions LLC
DECREASED
Shares6,557 from 7,092
Change-535 (-8%)
Value$723.3K (-$59.3K)
Filed 2026-10-13
Capital Management Associates, Inc
INCREASED
Shares6,549 from 6,490
Change+59 (+1%)
Value$722.5K (+$6.3K)
Filed 2026-10-20
Gryphon Financial Partners LLC
UNCHANGED
Shares6,540 from 6,540
Change0 (0%)
Value$721.5K (-$196)
Filed 2026-11-04
Integrity Alliance, Llc.
INCREASED
Shares6,348 from 5,314
Change+1,034 (+19%)
Value$700.3K (+$113.8K)
Filed 2026-10-29
Private Trust Co NA
INCREASED
Shares6,307 from 5,688
Change+619 (+11%)
Value$695.8K (+$68.1K)
Filed 2026-10-20
Foster Group, Inc.
INCREASED
Shares6,148 from 6,139
Change+9 (+0%)
Value$678.3K (+$791)
Filed 2026-10-13
Archer Investment Corp
DECREASED
Shares6,018 from 6,893
Change-875 (-13%)
Value$663.9K (-$96.7K)
Filed 2026-11-05
Bank of New York Mellon Corp
NEW
Shares5,958
Change+5,958
Value$657.3K
Filed 2026-11-05
Brighton Jones LLC
DECREASED
Shares5,848 from 6,532
Change-684 (-10%)
Value$645.1K (-$75.7K)
Filed 2026-11-03
Aries Wealth Management
DECREASED
Shares5,651 from 5,954
Change-303 (-5%)
Value$623.4K (-$33.6K)
Filed 2026-10-23
MFA Wealth Services
INCREASED
Shares5,537 from 4,588
Change+949 (+21%)
Value$610.8K (+$104.5K)
Filed 2026-10-14
Turning Point Benefit Group, Inc.
INCREASED
Shares5,526 from 3,657
Change+1,869 (+51%)
Value$608.1K (+$204.6K)
Filed 2026-10-28
Armstrong Advisory Group, Inc
DECREASED
Shares5,405 from 5,497
Change-92 (-2%)
Value$596.3K (-$10.3K)
Filed 2026-10-09
VestGen Advisors, LLC
DECREASED
Shares5,315 from 6,107
Change-792 (-13%)
Value$586.4K (-$87.6K)
Filed 2026-10-27
Diversify Wealth Management, LLC
INCREASED
Shares5,279 from 2,170
Change+3,109 (+143%)
Value$581.7K (+$342.4K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares5,279 from 2,170
Change+3,109 (+143%)
Value$581.7K (+$342.4K)
Filed 2026-10-20
Lake Hills Wealth Management, LLC
INCREASED
Shares5,248 from 3,795
Change+1,453 (+38%)
Value$579.0K (+$160.2K)
Filed 2026-10-07
WJ Wealth Management, LLC
NEW
Shares5,045
Change+5,045
Value$556.6K
Filed 2026-11-03
Sage Financial Group Inc
INCREASED
Shares5,024 from 5,007
Change+17 (+0%)
Value$554.2K (+$1.6K)
Filed 2026-10-27
Quadcap Wealth Management, LLC
NEW
Shares4,997
Change+4,997
Value$551.3K
Filed 2026-11-02
Jessup Wealth Management, Inc
DECREASED
Shares4,954 from 5,018
Change-64 (-1%)
Value$546.5K (-$7.3K)
Filed 2026-10-20
Fortitude Advisory Group L.L.C.
INCREASED
Shares4,946 from 3,546
Change+1,400 (+39%)
Value$545.7K (+$154.4K)
Filed 2026-10-15
GLR Partners, LLC
UNCHANGED
Shares4,750 from 4,750
Change0 (0%)
Value$524.0K (-$143)
Filed 2026-11-04
Leibman Financial Services, Inc.
INCREASED
Shares4,721 from 4,389
Change+332 (+8%)
Value$520.8K (+$36.5K)
Filed 2026-10-13
Intergy Private Wealth, LLC
INCREASED
Shares4,676 from 3,990
Change+686 (+17%)
Value$515.9K (+$75.6K)
Filed 2026-10-16
Bison Wealth, LLC
DECREASED
Shares4,674 from 10,231
Change-5,557 (-54%)
Value$515.0K (-$611.5K)
Filed 2026-10-13
Pinnacle Associates LTD
DECREASED
Shares4,652 from 5,396
Change-744 (-14%)
Value$513.2K (-$82.2K)
Filed 2026-10-20
Wealthcare Capital Management LLC
UNCHANGED
Shares4,646 from 4,646
Change0 (0%)
Value$512.5K (-$139)
Filed 2026-10-21
Concord Wealth Partners
DECREASED
Shares4,636 from 9,041
Change-4,405 (-49%)
Value$511.5K (-$486.2K)
Filed 2026-11-02
Investment Partners Asset Management, Inc.
DECREASED
Shares4,465 from 4,515
Change-50 (-1%)
Value$492.6K (-$5.7K)
Filed 2026-10-09
Frontier Asset Management, LLC
DECREASED
Shares4,462 from 10,774
Change-6,312 (-59%)
Value$492.3K (-$696.6K)
Filed 2026-10-28
Woodward Diversified Capital, LLC
NEW
Shares4,450
Change+4,450
Value$490.9K
Filed 2026-10-21
Integrated Advisors Network LLC
INCREASED
Shares4,432 from 4,425
Change+7 (+0%)
Value$489.0K (+$707)
Filed 2026-10-20
Absolute Capital Management, LLC
NEW
Shares4,430
Change+4,430
Value$488.7K
Filed 2026-10-16
Innovative Wealth Building LLC
INCREASED
Shares4,264 from 3,614
Change+650 (+18%)
Value$470.4K (+$71.6K)
Filed 2026-10-14
Regatta Capital Group, LLC
DECREASED
Shares4,171 from 4,432
Change-261 (-6%)
Value$460.1K (-$29.0K)
Filed 2026-10-23
Peck Wealth Management, LLC
INCREASED
Shares4,150 from 3,100
Change+1,050 (+34%)
Value$457.8K (+$115.7K)
Filed 2026-10-29
EdgeRock Capital LLC
DECREASED
Shares4,145 from 4,621
Change-476 (-10%)
Value$457.3K (-$4.6M)
Filed 2026-11-03
Valpey Financial Services, LLC
DECREASED
Shares4,074 from 4,301
Change-227 (-5%)
Value$449.5K (-$25.1K)
Filed 2026-10-30
High Note Wealth, LLC
DECREASED
Shares4,063 from 4,123
Change-60 (-1%)
Value$448.2K (-$6.7K)
Filed 2026-10-27
Joel Isaacson & Co., LLC
INCREASED
Shares4,062 from 4,033
Change+29 (+1%)
Value$448.1K (+$3.1K)
Filed 2026-11-05
Physician Wealth Solutions Inc.
DECREASED
Shares4,050 from 4,222
Change-172 (-4%)
Value$446.8K (-$19.1K)
Filed 2026-10-14
Rubicon Advisors, GP
NEW
Shares4,041
Change+4,041
Value$445.8K
Filed 2026-10-23
Bayshore Capital Advisors, LLC
UNCHANGED
Shares4,009 from 4,009
Change0 (0%)
Value$442.3K (-$121)
Filed 2026-11-02
J. Safra Sarasin Holding AG
UNCHANGED
Shares3,956 from 3,956
Change0 (0%)
Value$436.7K ($0)
Filed 2026-10-26
Insight Wealth Partners, LLC
DECREASED
Shares3,941 from 5,616
Change-1,675 (-30%)
Value$434.8K (-$185.0K)
Filed 2026-10-26
Index Fund Advisors, Inc.
DECREASED
Shares3,895 from 5,753
Change-1,858 (-32%)
Value$429.7K (-$205.2K)
Filed 2026-11-05
North Capital, Inc.
UNCHANGED
Shares3,891 from 3,891
Change0 (0%)
Value$428.7K (-$662)
Filed 2026-10-16
Stanley-Laman Group, Ltd.
INCREASED
Shares3,880 from 3,865
Change+15 (+0%)
Value$428.1K (+$1.5K)
Filed 2026-10-20
Apollon Wealth Management, LLC
DECREASED
Shares3,876 from 4,060
Change-184 (-5%)
Value$427.6K (-$20.4K)
Filed 2026-10-23
Dominguez Wealth Management Solutions, Inc.
DECREASED
Shares3,869 from 6,696
Change-2,827 (-42%)
Value$426.8K (-$312.1K)
Filed 2026-10-07
Advisory Solutions Group, LLC
DECREASED
Shares3,832 from 4,108
Change-276 (-7%)
Value$422.7K (-$30.6K)
Filed 2026-10-14
Lynch Investment Planning, LLC
INCREASED
Shares3,795 from 3,523
Change+272 (+8%)
Value$418.7K (+$29.9K)
Filed 2026-10-27
Freedom Day Solutions, LLC
NEW
Shares3,752
Change+3,752
Value$413.9K
Filed 2026-10-20
Ted Buchan & Co
DECREASED
Shares3,742 from 3,902
Change-160 (-4%)
Value$412.9K (-$17.6K)
Filed 2026-10-23
Roberts Financial Services LLC
DECREASED
Shares3,734 from 3,790
Change-56 (-1%)
Value$412.0K (-$6.3K)
Filed 2026-10-23
Wedmont Private Capital
INCREASED
Shares3,663 from 2,088
Change+1,575 (+75%)
Value$403.4K (+$173.4K)
Filed 2026-10-09
Integrity Advisory Solutions, LLC
INCREASED
Shares3,639 from 2,756
Change+883 (+32%)
Value$401.6K (+$97.4K)
Filed 2026-10-29
Crane Advisory, LLC
INCREASED
Shares3,636 from 3,539
Change+97 (+3%)
Value$400.3K (+$10.3K)
Filed 2026-10-13
Excalibur Management Corp
INCREASED
Shares3,630 from 3,056
Change+574 (+19%)
Value$400.5K (+$63.2K)
Filed 2026-11-02
Tompkins Financial Corp
UNCHANGED
Shares3,626 from 3,626
Change0 (0%)
Value$400.0K (-$109)
Filed 2026-10-05
LTG Capital LLC
UNCHANGED
Shares3,620 from 3,620
Change0 (0%)
Value$399.4K (-$109)
Filed 2026-11-04
Flagship Private Wealth, LLC
DECREASED
Shares3,580 from 3,840
Change-260 (-7%)
Value$394.9K (-$28.8K)
Filed 2026-11-05
Retireful, LLC
NEW
Shares3,561
Change+3,561
Value$392.9K
Filed 2026-10-09
Regions Financial Corp
NEW
Shares3,540
Change+3,540
Value$390.5K
Filed 2026-11-05
Global Assets Advisory, LLC
NEW
Shares3,516
Change+3,516
Value$387.0K
Filed 2026-10-28
Revolve Wealth Partners, LLC
UNCHANGED
Shares3,440 from 3,440
Change0 (0%)
Value$379.5K (-$103)
Filed 2026-10-23
Integrated Capital Management, LLC
NEW
Shares3,430
Change+3,430
Value$378.4K
Filed 2026-10-23
Almanack Investment Partners, Llc.
INCREASED
Shares3,402 from 3,334
Change+68 (+2%)
Value$375.3K (+$7.4K)
Filed 2026-11-03
WBI Investments, LLC
NEW
Shares3,365
Change+3,365
Value$371.2K
Filed 2026-11-05
Innova Wealth Partners
UNCHANGED
Shares3,358 from 3,358
Change0 (0%)
Value$370.5K (-$100)
Filed 2026-10-21
Sterling Investment Counsel, LLC
NEW
Shares3,318
Change+3,318
Value$366.0K
Filed 2026-10-19
Heritage OAK Wealth Advisors LLC
DECREASED
Shares3,292 from 3,470
Change-178 (-5%)
Value$363.2K (-$19.7K)
Filed 2026-10-14
Salem Investment Counselors Inc
UNCHANGED
Shares3,250 from 3,250
Change0 (0%)
Value$358.5K (-$98)
Filed 2026-10-13
HUB Investment Partners, LLC
NEW
Shares3,247
Change+3,247
Value$358.2K
Filed 2026-11-03
Walkner Condon Financial Advisors LLC
INCREASED
Shares3,152 from 1,825
Change+1,327 (+73%)
Value$347.7K (+$146.3K)
Filed 2026-11-02
Romano Brothers and Company
DECREASED
Shares3,120 from 3,220
Change-100 (-3%)
Value$344.2K (-$11.1K)
Filed 2026-10-22
Values First Advisors, Inc.
INCREASED
Shares3,095 from 3,074
Change+21 (+1%)
Value$341.5K (+$2.3K)
Filed 2026-10-23
Sowell Financial Services LLC
NEW
Shares3,070
Change+3,070
Value$338.7K
Filed 2026-10-23
Ironwood Wealth Management, Llc.
NEW
Shares3,007
Change+3,007
Value$331.7K
Filed 2026-10-28
First Interstate Bank
NEW
Shares2,881
Change+2,881
Value$317.8K
Filed 2026-10-23
IFC & Insurance Marketing, Inc.
DECREASED
Shares2,877 from 3,017
Change-140 (-5%)
Value$317.4K (-$15.5K)
Filed 2026-10-16
Cairn Investment Group, Inc.
UNCHANGED
Shares2,875 from 2,875
Change0 (0%)
Value$317.0K ($0)
Filed 2026-11-04
Aprio Wealth Management, LLC
DECREASED
Shares2,861 from 3,515
Change-654 (-19%)
Value$315.6K (-$72.2K)
Filed 2026-10-28
Sicart Associates LLC
DECREASED
Shares2,850 from 5,150
Change-2,300 (-45%)
Value$314.2K (-$254.1K)
Filed 2026-10-29
Lincoln Capital Corp
DECREASED
Shares2,843 from 9,972
Change-7,129 (-71%)
Value$313.6K (-$786.7K)
Filed 2026-10-13
Trueblood Wealth Management, LLC
DECREASED
Shares2,839 from 2,871
Change-32 (-1%)
Value$313.2K (-$3.6K)
Filed 2026-10-23
Finley Financial, LLC
DECREASED
Shares2,780 from 3,150
Change-370 (-12%)
Value$305.9K (-$41.7K)
Filed 2026-10-28
Partners Wealth Management, LLC
NEW
Shares2,754
Change+2,754
Value$303.8K
Filed 2026-10-28
Clark Asset Management, LLC
INCREASED
Shares2,748 from 2,685
Change+63 (+2%)
Value$303.2K (+$6.9K)
Filed 2026-10-19
RMR Wealth Builders
DECREASED
Shares2,735 from 2,875
Change-140 (-5%)
Value$301.7K (-$15.6K)
Filed 2026-10-22
Wealthcare Advisory Partners LLC
DECREASED
Shares2,729 from 2,736
Change-7 (0%)
Value$301.1K (-$844)
Filed 2026-10-21
Ballast Rock Private Wealth LLC
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$297.9K (-$81)
Filed 2026-10-26
Triumph Capital Management
INCREASED
Shares2,689 from 2,593
Change+96 (+4%)
Value$296.7K (+$10.5K)
Filed 2026-10-14
Synergy Asset Management, LLC
INCREASED
Shares2,626 from 2,623
Change+3 (+0%)
Value$289.7K (+$252)
Filed 2026-11-05
Robinson Value Management, Ltd.
DECREASED
Shares2,588 from 36,775
Change-34,187 (-93%)
Value$285.5K (-$3.8M)
Filed 2026-10-20
M Holdings Securities, Inc.
NEW
Shares2,552
Change+2,552
Value$282.0K
Filed 2026-11-03
American Institute for Advanced Investment Management, LLP
UNCHANGED
Shares2,550 from 2,550
Change0 (0%)
Value$281.3K (-$76)
Filed 2026-11-03
Kelleher Financial Advisors
DECREASED
Shares2,487 from 30,984
Change-28,497 (-92%)
Value$274.4K (-$3.1M)
Filed 2026-10-30
Sugar Maple Asset Management, LLC
UNCHANGED
Shares2,443 from 2,443
Change0 (0%)
Value$269.5K (-$73)
Filed 2026-10-13
Central Trust Co
UNCHANGED
Shares2,434 from 2,434
Change0 (0%)
Value$268.5K (-$73)
Filed 2026-11-05
Koshinski Asset Management, Inc.
DECREASED
Shares2,431 from 2,515
Change-84 (-3%)
Value$268.2K (-$9.3K)
Filed 2026-10-29
First Heartland Consultants, Inc.
INCREASED
Shares2,421 from 2,376
Change+45 (+2%)
Value$267.1K (+$4.9K)
Filed 2026-10-08
Cassaday & Co Wealth Management LLC
DECREASED
Shares2,417 from 2,672
Change-255 (-10%)
Value$266.6K (-$28.2K)
Filed 2026-10-27
Lockerman Financial Group, Inc.
NEW
Shares2,406
Change+2,406
Value$265.4K
Filed 2026-10-19
Probity Advisors, Inc.
DECREASED
Shares2,400 from 2,406
Change-6 (0%)
Value$264.8K (-$734)
Filed 2026-10-23
Summa Corp.
NEW
Shares2,380
Change+2,380
Value$262.6K
Filed 2026-10-30
Kestra Investment Management, LLC
NEW
Shares2,372
Change+2,372
Value$261.7K
Filed 2026-11-04
Mission Wealth Management, LP
UNCHANGED
Shares2,359 from 2,359
Change0 (0%)
Value$260.3K (-$71)
Filed 2026-10-15
Thrivent Financial for Lutherans
UNCHANGED
Shares2,318 from 2,318
Change0 (0%)
Value$255.0K (-$1.0K)
Filed 2026-11-05
Tanager Wealth Management LLP
UNCHANGED
Shares2,300 from 2,300
Change0 (0%)
Value$253.7K (-$69)
Filed 2026-10-19
Ables, Iannone, Moore & Associates, Inc.
NEW
Shares2,232
Change+2,232
Value$246.2K
Filed 2026-10-06
Signaturefd, LLC
DECREASED
Shares2,211 from 7,580
Change-5,369 (-71%)
Value$243.9K (-$592.5K)
Filed 2026-10-23
NWF Advisory Services Inc.
DECREASED
Shares2,121 from 2,203
Change-82 (-4%)
Value$234.0K (-$9.1K)
Filed 2026-10-19
International Private Wealth Advisors LLC
NEW
Shares2,066
Change+2,066
Value$227.9K
Filed 2026-11-05
WealthCare Investment Partners, LLC
INCREASED
Shares2,011 from 1,993
Change+18 (+1%)
Value$221.9K (+$1.9K)
Filed 2026-11-05
Magnus Financial Group LLC
DECREASED
Shares1,996 from 2,671
Change-675 (-25%)
Value$220.2K (-$74.5K)
Filed 2026-10-21
Lauterbach Financial Advisors, LLC
INCREASED
Shares1,979 from 1,961
Change+18 (+1%)
Value$218.3K (+$1.9K)
Filed 2026-10-21
Pacific Excel Wealth Advisors, Inc.
NEW
Shares1,964
Change+1,964
Value$216.7K
Filed 2026-10-27
Davidson Trust Co
UNCHANGED
Shares1,950 from 1,950
Change0 (0%)
Value$215.1K (-$59)
Filed 2026-10-09
BridgePort Financial Solutions, LLC
UNCHANGED
Shares1,940 from 1,940
Change0 (0%)
Value$214.0K (-$58)
Filed 2026-11-02
Basso Capital Management, L.P.
UNCHANGED
Shares1,900 from 1,900
Change0 (0%)
Value$209.6K (-$57)
Filed 2026-10-30
Bluedoor Private Wealth, LLC
UNCHANGED
Shares1,888 from 1,888
Change0 (0%)
Value$208.3K (-$57)
Filed 2026-11-05
Raab & Moskowitz Asset Management LLC
DECREASED
Shares1,879 from 1,929
Change-50 (-3%)
Value$207.3K (-$5.6K)
Filed 2026-11-02
Crusonia Wealth Advisors LLC
DECREASED
Shares1,855 from 3,590
Change-1,735 (-48%)
Value$204.6K (-$191.5K)
Filed 2026-10-26
Avantax Planning Partners, Inc.
INCREASED
Shares1,840 from 1,825
Change+15 (+1%)
Value$203.0K (+$1.6K)
Filed 2026-11-03
Smith Salley Wealth Management
UNCHANGED
Shares1,840 from 1,840
Change0 (0%)
Value$203.0K (-$55)
Filed 2026-11-03
Evergreen Capital Management LLC
NEW
Shares1,822
Change+1,822
Value$201.0K
Filed 2026-10-23
Investors Research Corp
INCREASED
Shares1,817 from 1,750
Change+67 (+4%)
Value$200.5K (+$7.3K)
Filed 2026-10-07
Kennicott Capital Management LLC
NEW
Shares1,816
Change+1,816
Value$200.3K
Filed 2026-10-16
LFA - Lugano Financial Advisors SA
DECREASED
Shares1,730 from 2,000
Change-270 (-13%)
Value$190.9K (-$29.8K)
Filed 2026-11-03
StrongBox Wealth, LLC
DECREASED
Shares1,450 from 1,635
Change-185 (-11%)
Value$160.0K (-$20.5K)
Filed 2026-11-02
Richards, Merrill & Peterson, Inc.
UNCHANGED
Shares1,450 from 1,450
Change0 (0%)
Value$160.0K (-$44)
Filed 2026-10-19
Signature Equity Partners, LLC
INCREASED
Shares1,438 from 326
Change+1,112 (+341%)
Value$158.6K (+$122.6K)
Filed 2026-10-29
First Horizon Corp
UNCHANGED
Shares1,404 from 1,404
Change0 (0%)
Value$154.9K (-$42)
Filed 2026-10-26
Kingdom Financial Group Llc.
DECREASED
Shares1,248 from 2,813
Change-1,565 (-56%)
Value$137.7K (-$172.7K)
Filed 2026-11-04
Salomon & Ludwin, LLC
DECREASED
Shares1,216 from 2,002
Change-786 (-39%)
Value$134.1K (-$86.1K)
Filed 2026-10-29
Quest 10 Wealth Builders, Inc.
DECREASED
Shares1,079 from 1,305
Change-226 (-17%)
Value$119.1K (-$25.0K)
Filed 2026-11-02
Buck Wealth Strategies, LLC
INCREASED
Shares1,037 from 835
Change+202 (+24%)
Value$114.4K (+$22.3K)
Filed 2026-10-28
Networth Advisors, LLC
INCREASED
Shares1,000 from 581
Change+419 (+72%)
Value$110.3K (+$46.2K)
Filed 2026-11-03
Laurel Wealth Advisors LLC
NEW
Shares775
Change+775
Value$85.5K
Filed 2026-10-27
Friedenthal Financial
DECREASED
Shares766 from 860
Change-94 (-11%)
Value$84.5K (-$10.4K)
Filed 2026-10-27
Balance Wealth Partners LLC
NEW
Shares704
Change+704
Value$77.6K
Filed 2026-10-27
JFS Wealth Advisors, LLC
UNCHANGED
Shares619 from 619
Change0 (0%)
Value$68.3K (-$18)
Filed 2026-11-03
Hoese & Co LLP
UNCHANGED
Shares480 from 480
Change0 (0%)
Value$53.0K (-$15)
Filed 2026-10-21
EPG Wealth Management LLC
UNCHANGED
Shares454 from 454
Change0 (0%)
Value$50.1K (-$14)
Filed 2026-11-03
Latitude Advisors, LLC
NEW
Shares402
Change+402
Value$44.3K
Filed 2026-10-27
Highline Wealth Partners LLC
DECREASED
Shares377 from 399
Change-22 (-6%)
Value$41.6K (-$2.4K)
Filed 2026-10-19
Larson Financial Group LLC
INCREASED
Shares374 from 372
Change+2 (+1%)
Value$41.3K (+$217)
Filed 2026-11-05
Lloyd Advisory Services, Llc.
INCREASED
Shares310 from 295
Change+15 (+5%)
Value$34.2K (+$1.6K)
Filed 2026-11-02
Mather Group, Llc.
INCREASED
Shares290 from 11
Change+279 (+2536%)
Value$32.0K (+$30.8K)
Filed 2026-10-14
Bank of New Hampshire
NEW
Shares256
Change+256
Value$28.2K
Filed 2026-10-06
Noble Wealth Management PBC
DECREASED
Shares235 from 1,324
Change-1,089 (-82%)
Value$25.9K (-$120.2K)
Filed 2026-10-01
Planning Strategies Inc.
UNCHANGED
Shares221 from 221
Change0 (0%)
Value$24.4K (-$6)
Filed 2026-10-02
Nvest Wealth Strategies, Inc.
INCREASED
Shares212 from 108
Change+104 (+96%)
Value$23.4K (+$11.5K)
Filed 2026-10-14
Keystone Financial Group, Inc.
INCREASED
Shares169 from 129
Change+40 (+31%)
Value$18.7K (+$4.5K)
Filed 2026-10-13
Physician Wealth Advisors, Inc.
INCREASED
Shares163 from 161
Change+2 (+1%)
Value$18.0K (+$157)
Filed 2026-10-20
Provenance Wealth Advisors, LLC
NEW
Shares150
Change+150
Value$16.5K
Filed 2026-10-30
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$16.0K (-$5)
Filed 2026-11-02
Birch Financial Group, LLC
NEW
Shares144
Change+144
Value$15.9K
Filed 2026-10-27
Asset Management One Co., Ltd.
UNCHANGED
Shares129 from 129
Change0 (0%)
Value$14.2K (-$4)
Filed 2026-10-27
Bulwark Capital Corp
UNCHANGED
Shares119 from 119
Change0 (0%)
Value$13.1K (-$4)
Filed 2026-10-13
Mosley Wealth Management
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$9.4K (-$13)
Filed 2026-10-16
Financial Network Wealth Advisors LLC
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$7.9K (-$2)
Filed 2026-10-28
Cullen T Bankers, Inc.
NEW
Shares70
Change+70
Value$7.7K
Filed 2026-10-28
Asset Dedication, LLC
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$7.1K (-$2)
Filed 2026-11-03
Moisand Fitzgerald Tamayo, LLC
NEW
Shares60
Change+60
Value$6.6K
Filed 2026-10-15
Golden State Wealth Management, LLC
UNCHANGED
Shares54 from 54
Change0 (0%)
Value$6.0K (+$53)
Filed 2026-11-02
Wealth Analytics Partners, LLC
NEW
Shares52
Change+52
Value$5.7K
Filed 2026-10-19
Nova Financial LLC
NEW
Shares40
Change+40
Value$4.4K
Filed 2026-11-04
Creative Financial Designs Inc
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$4.3K (-$2)
Filed 2026-11-04
Rakuten Securities, Inc.
INCREASED
Shares35 from 1
Change+34 (+3400%)
Value$3.9K (+$3.8K)
Filed 2026-11-02
Pflug Koory, LLC
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$3.9K (-$1)
Filed 2026-10-26
Phillip James Consulting Co.
NEW
Shares25
Change+25
Value$2.8K
Filed 2026-11-03
Team Financial Group, LLC
NEW
Shares22
Change+22
Value$2.4K
Filed 2026-10-30
EverSource Wealth Advisors, LLC
DECREASED
Shares14 from 21
Change-7 (-33%)
Value$1.5K (-$773)
Filed 2026-11-04
Key FInancial Inc
DECREASED
Shares13 from 26
Change-13 (-50%)
Value$1.4K (-$1.4K)
Filed 2026-11-02
Blue Trust, Inc.
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.3K (+$12)
Filed 2026-10-15
PayPay Securities Corp
INCREASED
Shares9 from 7
Change+2 (+29%)
Value$993 (+$221)
Filed 2026-10-27
Blueline Advisors LLC
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$662 (-$1)
Filed 2026-10-15
Lanark Financial, Inc.
NEW
Shares5
Change+5
Value$552
Filed 2026-10-26
Cordgrass Capital Advisors, LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$331 ($0)
Filed 2026-10-30
Wolff Wiese Magana LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$331 (-$1)
Filed 2026-10-15
Heck Capital Advisors, LLC
CLOSED
Shares0 from 38,051
Change-38,051 (-100%)
Value$0 (-$4.2M)
Filed 2026-10-14
Walker Financial Services, Inc.
CLOSED
Shares0 from 35,541
Change-35,541 (-100%)
Value$0 (-$3.9M)
Filed 2026-10-26
TBH Global Asset Management, LLC
CLOSED
Shares0 from 25,951
Change-25,951 (-100%)
Value$0 (-$2.9M)
Filed 2026-11-03
ATX Financial Planning, LLC
CLOSED
Shares0 from 18,289
Change-18,289 (-100%)
Value$0 (-$2.0M)
Filed 2026-10-14
Elevation Capital Advisory, LLC
CLOSED
Shares0 from 8,366
Change-8,366 (-100%)
Value$0 (-$923.2K)
Filed 2026-10-29
Beacon Capital Management, Inc.
CLOSED
Shares0 from 5,933
Change-5,933 (-100%)
Value$0 (-$654.7K)
Filed 2026-10-13
Brady Family Wealth, LLC
CLOSED
Shares0 from 3,577
Change-3,577 (-100%)
Value$0 (-$394.7K)
Filed 2026-11-02
RDA Financial Network
CLOSED
Shares0 from 2,724
Change-2,724 (-100%)
Value$0 (-$300.6K)
Filed 2026-10-15
True Link Financial Advisors, LLC
CLOSED
Shares0 from 2,555
Change-2,555 (-100%)
Value$0 (-$282.0K)
Filed 2026-10-27
Clear Creek Financial Management, LLC
CLOSED
Shares0 from 2,424
Change-2,424 (-100%)
Value$0 (-$267.5K)
Filed 2026-10-28
Capital Investment Advisory Services, LLC
CLOSED
Shares0 from 2,406
Change-2,406 (-100%)
Value$0 (-$265.5K)
Filed 2026-10-30
Stewardship Concepts Financial Services LLC
CLOSED
Shares0 from 2,391
Change-2,391 (-100%)
Value$0 (-$263.8K)
Filed 2026-10-06
55 North Private Wealth, LLC
CLOSED
Shares0 from 2,263
Change-2,263 (-100%)
Value$0 (-$249.7K)
Filed 2026-10-20
Howard Bailey Securities, LLC
CLOSED
Shares0 from 2,236
Change-2,236 (-100%)
Value$0 (-$246.7K)
Filed 2026-10-27
Private Client Services, LLC
CLOSED
Shares0 from 2,203
Change-2,203 (-100%)
Value$0 (-$243.1K)
Filed 2026-10-02
Accelerate Investment Advisors LLC
CLOSED
Shares0 from 2,082
Change-2,082 (-100%)
Value$0 (-$229.8K)
Filed 2026-11-02
GC Wealth Management RIA, LLC
CLOSED
Shares0 from 1,999
Change-1,999 (-100%)
Value$0 (-$220.6K)
Filed 2026-11-02
Sovran Advisors, LLC
CLOSED
Shares0 from 1,932
Change-1,932 (-100%)
Value$0 (-$213.2K)
Filed 2026-11-02
NorthCrest Asset Manangement, LLC
CLOSED
Shares0 from 1,931
Change-1,931 (-100%)
Value$0 (-$212.7K)
Filed 2026-10-13
Obsidian CIO, LLC
CLOSED
Shares0 from 1,741
Change-1,741 (-100%)
Value$0 (-$192.2K)
Filed 2026-11-05
Stone House Investment Management, LLC
CLOSED
Shares0 from 718
Change-718 (-100%)
Value$0 (-$79.2K)
Filed 2026-10-23
RHL Group, LLC
CLOSED
Shares0 from 568
Change-568 (-100%)
Value$0 (-$62.5K)
Filed 2026-11-04
International Assets Investment Management, LLC
CLOSED
Shares0 from 317
Change-317 (-100%)
Value$0 (-$34.9K)
Filed 2026-11-02
Simplex Trading, LLC
CLOSED
Shares0 from 59
Change-59 (-100%)
Value$0 (-$6.5K)
Filed 2026-11-04
Robinswood Financial LLC
CLOSED
Shares0 from 42
Change-42 (-100%)
Value$0 (-$4.6K)
Filed 2026-10-20
Signature Resources Capital Management, LLC
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 (-$2.4K)
Filed 2026-10-16
SYM Financial Corp
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 (-$2.4K)
Filed 2026-10-26
Breakwater Investment Management
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-20
Founders Capital Management
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$110)
Filed 2026-10-13
BlackRock, Inc.
N/A
Shares— from 18,148,134
Change-18,148,134 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,415,604
Change-5,415,604 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 4,646,794
Change-4,646,794 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 3,934,832
Change-3,934,832 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,198,846
Change-3,198,846 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 2,133,613
Change-2,133,613 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 1,478,117
Change-1,478,117 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,445,040
Change-1,445,040 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 1,444,594
Change-1,444,594 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,399,431
Change-1,399,431 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,380,764
Change-1,380,764 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,298,292
Change-1,298,292 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,019,769
Change-1,019,769 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,001,611
Change-1,001,611 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 817,426
Change-817,426 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 672,540
Change-672,540 (-100%)
Value—
Betterment LLC
N/A
Shares— from 599,791
Change-599,791 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 589,227
Change-589,227 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 587,723
Change-587,723 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 528,797
Change-528,797 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 495,679
Change-495,679 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 493,047
Change-493,047 (-100%)
Value—
FIL Ltd
N/A
Shares— from 481,633
Change-481,633 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 452,880
Change-452,880 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 436,816
Change-436,816 (-100%)
Value—
Hansen & Associates Financial Group, Inc.
N/A
Shares— from 427,909
Change-427,909 (-100%)
Value—
Penserra Capital Management LLC
N/A
Shares— from 422,712
Change-422,712 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 414,903
Change-414,903 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 386,432
Change-386,432 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 377,443
Change-377,443 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 375,442
Change-375,442 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 368,101
Change-368,101 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 364,255
Change-364,255 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 350,783
Change-350,783 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 347,973
Change-347,973 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 342,210
Change-342,210 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 295,245
Change-295,245 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 276,343
Change-276,343 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 269,055
Change-269,055 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 266,847
Change-266,847 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 261,023
Change-261,023 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 257,114
Change-257,114 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 244,953
Change-244,953 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 240,783
Change-240,783 (-100%)
Value—
Alpha Zero LLC
N/A
Shares— from 233,407
Change-233,407 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 215,968
Change-215,968 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 196,256
Change-196,256 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 182,329
Change-182,329 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 178,734
Change-178,734 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 175,051
Change-175,051 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 174,316
Change-174,316 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 170,581
Change-170,581 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 162,201
Change-162,201 (-100%)
Value—
Sierra Legacy Group
N/A
Shares— from 161,125
Change-161,125 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 155,977
Change-155,977 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 149,301
Change-149,301 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 148,967
Change-148,967 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 143,321
Change-143,321 (-100%)
Value—
NerdWallet Wealth Partners, LLC
N/A
Shares— from 141,289
Change-141,289 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 135,360
Change-135,360 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 132,973
Change-132,973 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 126,844
Change-126,844 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 118,070
Change-118,070 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 114,598
Change-114,598 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 111,465
Change-111,465 (-100%)
Value—
Itau Unibanco Holding S.A.
N/A
Shares— from 108,400
Change-108,400 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 105,261
Change-105,261 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 99,681
Change-99,681 (-100%)
Value—
Farringdon Capital, Ltd.
N/A
Shares— from 95,088
Change-95,088 (-100%)
Value—
Vernal Point Advisors, LLC
N/A
Shares— from 93,669
Change-93,669 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 93,023
Change-93,023 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 92,578
Change-92,578 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 86,351
Change-86,351 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 85,670
Change-85,670 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 84,575
Change-84,575 (-100%)
Value—
Prudential PLC
N/A
Shares— from 82,795
Change-82,795 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 81,389
Change-81,389 (-100%)
Value—
VanWeelden Wealth Management, LLC
N/A
Shares— from 78,692
Change-78,692 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 78,289
Change-78,289 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 77,386
Change-77,386 (-100%)
Value—
United Bank
N/A
Shares— from 71,909
Change-71,909 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 70,323
Change-70,323 (-100%)
Value—
Adaptive Financial Consulting, LLC
N/A
Shares— from 68,707
Change-68,707 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 68,498
Change-68,498 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 67,991
Change-67,991 (-100%)
Value—
Ironwood Investment Management LLC
N/A
Shares— from 67,806
Change-67,806 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 67,536
Change-67,536 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 65,813
Change-65,813 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 65,516
Change-65,516 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 63,950
Change-63,950 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 62,276
Change-62,276 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 58,476
Change-58,476 (-100%)
Value—
a16z Perennial Management, L.P.
N/A
Shares— from 58,374
Change-58,374 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 57,793
Change-57,793 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 51,791
Change-51,791 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 51,635
Change-51,635 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 50,399
Change-50,399 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 50,283
Change-50,283 (-100%)
Value—
Gould Asset Management LLC
N/A
Shares— from 47,941
Change-47,941 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 47,371
Change-47,371 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 46,638
Change-46,638 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 46,426
Change-46,426 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 45,490
Change-45,490 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 42,669
Change-42,669 (-100%)
Value—
EFG International AG
N/A
Shares— from 40,581
Change-40,581 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 39,336
Change-39,336 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 38,804
Change-38,804 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 37,573
Change-37,573 (-100%)
Value—
Westview Management dba Westview Investment Advisors
N/A
Shares— from 37,159
Change-37,159 (-100%)
Value—
Advisory Research Inc
N/A
Shares— from 37,117
Change-37,117 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 36,028
Change-36,028 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 35,298
Change-35,298 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 34,898
Change-34,898 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 34,737
Change-34,737 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 34,595
Change-34,595 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 34,470
Change-34,470 (-100%)
Value—
Alexis Investment Partners, LLC
N/A
Shares— from 32,973
Change-32,973 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 31,453
Change-31,453 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 30,772
Change-30,772 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 30,676
Change-30,676 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 30,367
Change-30,367 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 29,351
Change-29,351 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 29,110
Change-29,110 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 28,310
Change-28,310 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 27,494
Change-27,494 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 27,241
Change-27,241 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 26,634
Change-26,634 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 26,357
Change-26,357 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 26,339
Change-26,339 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 25,493
Change-25,493 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 25,467
Change-25,467 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 25,228
Change-25,228 (-100%)
Value—
Heartland Bank & Trust Co
N/A
Shares— from 25,153
Change-25,153 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 24,642
Change-24,642 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 24,628
Change-24,628 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 24,523
Change-24,523 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 23,995
Change-23,995 (-100%)
Value—
&partners
N/A
Shares— from 23,277
Change-23,277 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 23,212
Change-23,212 (-100%)
Value—
Blair William & Co
N/A
Shares— from 22,909
Change-22,909 (-100%)
Value—
Shepherd Kaplan Krochuk, LLC
N/A
Shares— from 22,811
Change-22,811 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 22,668
Change-22,668 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 22,487
Change-22,487 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 20,712
Change-20,712 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 20,482
Change-20,482 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 20,019
Change-20,019 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 19,408
Change-19,408 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 19,069
Change-19,069 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 18,329
Change-18,329 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 17,948
Change-17,948 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 17,054
Change-17,054 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 16,284
Change-16,284 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 16,154
Change-16,154 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 15,811
Change-15,811 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 15,560
Change-15,560 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 15,390
Change-15,390 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 15,245
Change-15,245 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 14,990
Change-14,990 (-100%)
Value—
SVB Wealth LLC
N/A
Shares— from 14,925
Change-14,925 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 14,050
Change-14,050 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 14,041
Change-14,041 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 13,898
Change-13,898 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 13,630
Change-13,630 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 13,593
Change-13,593 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 13,543
Change-13,543 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 13,536
Change-13,536 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 13,352
Change-13,352 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 12,605
Change-12,605 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 12,526
Change-12,526 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 12,494
Change-12,494 (-100%)
Value—
Authentikos Wealth Advisory, LLC
N/A
Shares— from 12,459
Change-12,459 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 12,428
Change-12,428 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 12,235
Change-12,235 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 12,042
Change-12,042 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 12,009
Change-12,009 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 11,905
Change-11,905 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 11,874
Change-11,874 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 11,825
Change-11,825 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 11,697
Change-11,697 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 11,464
Change-11,464 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 11,177
Change-11,177 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 11,118
Change-11,118 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 11,022
Change-11,022 (-100%)
Value—
Darden Wealth Group Inc
N/A
Shares— from 10,909
Change-10,909 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 10,824
Change-10,824 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 10,807
Change-10,807 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 10,794
Change-10,794 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 10,627
Change-10,627 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 10,571
Change-10,571 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 10,335
Change-10,335 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 9,806
Change-9,806 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 9,586
Change-9,586 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 9,572
Change-9,572 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 9,545
Change-9,545 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 9,414
Change-9,414 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 9,248
Change-9,248 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 9,235
Change-9,235 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 9,149
Change-9,149 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 8,915
Change-8,915 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 8,872
Change-8,872 (-100%)
Value—
KDT Advisors, LLC
N/A
Shares— from 8,659
Change-8,659 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 8,487
Change-8,487 (-100%)
Value—
First Wilshire Securities Management Inc
N/A
Shares— from 8,357
Change-8,357 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 8,304
Change-8,304 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 8,302
Change-8,302 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 8,211
Change-8,211 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 8,098
Change-8,098 (-100%)
Value—
Vista Capital Partners, Inc.
N/A
Shares— from 7,952
Change-7,952 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 7,871
Change-7,871 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 7,711
Change-7,711 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 7,651
Change-7,651 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 7,579
Change-7,579 (-100%)
Value—
Alaska Permanent Capital Management, LLC
N/A
Shares— from 7,574
Change-7,574 (-100%)
Value—
Allianz SE
N/A
Shares— from 7,439
Change-7,439 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 7,417
Change-7,417 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 7,325
Change-7,325 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 7,299
Change-7,299 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 7,236
Change-7,236 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 7,158
Change-7,158 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 6,991
Change-6,991 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 6,898
Change-6,898 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 6,539
Change-6,539 (-100%)
Value—
Geometric Wealth Advisors
N/A
Shares— from 6,515
Change-6,515 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 6,425
Change-6,425 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 6,244
Change-6,244 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 6,239
Change-6,239 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 6,050
Change-6,050 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 5,902
Change-5,902 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 5,771
Change-5,771 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 5,690
Change-5,690 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 5,511
Change-5,511 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 5,485
Change-5,485 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 5,433
Change-5,433 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 5,246
Change-5,246 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 5,110
Change-5,110 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 4,865
Change-4,865 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 4,778
Change-4,778 (-100%)
Value—
Chesapeake Wealth Management
N/A
Shares— from 4,765
Change-4,765 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 4,536
Change-4,536 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 4,522
Change-4,522 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 4,507
Change-4,507 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 4,346
Change-4,346 (-100%)
Value—
Raelipskie Partnership
N/A
Shares— from 4,200
Change-4,200 (-100%)
Value—
Nwam LLC
N/A
Shares— from 4,061
Change-4,061 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 4,057
Change-4,057 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 4,026
Change-4,026 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 4,012
Change-4,012 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 3,808
Change-3,808 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 3,732
Change-3,732 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 3,652
Change-3,652 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 3,434
Change-3,434 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 3,349
Change-3,349 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 3,261
Change-3,261 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 3,187
Change-3,187 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 3,170
Change-3,170 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 3,111
Change-3,111 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 3,100
Change-3,100 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 2,882
Change-2,882 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 2,807
Change-2,807 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 2,802
Change-2,802 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 2,791
Change-2,791 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 2,744
Change-2,744 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 2,675
Change-2,675 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 2,518
Change-2,518 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 2,512
Change-2,512 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 2,450
Change-2,450 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 2,408
Change-2,408 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 2,376
Change-2,376 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 2,366
Change-2,366 (-100%)
Value—
Jennison Associates LLC
N/A
Shares— from 2,355
Change-2,355 (-100%)
Value—
Cunning Capital Partners, LP
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 2,259
Change-2,259 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 2,125
Change-2,125 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 2,107
Change-2,107 (-100%)
Value—
Daner Wealth Management, LLC
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Significant Wealth Partners LLC
N/A
Shares— from 2,065
Change-2,065 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 2,041
Change-2,041 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Crabel Capital Management, LLC
N/A
Shares— from 1,996
Change-1,996 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 1,845
Change-1,845 (-100%)
Value—
Silver OAK Wealth Advisors Services, LLC
N/A
Shares— from 1,833
Change-1,833 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 1,744
Change-1,744 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,613
Change-1,613 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,557
Change-1,557 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 1,257
Change-1,257 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 1,104
Change-1,104 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 1,007
Change-1,007 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 961
Change-961 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 939
Change-939 (-100%)
Value—
Bitterroot Capital Advisors LLC
N/A
Shares— from 922
Change-922 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 880
Change-880 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 846
Change-846 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 727
Change-727 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 689
Change-689 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 568
Change-568 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 526
Change-526 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 516
Change-516 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 402
Change-402 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 397
Change-397 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 366
Change-366 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 349
Change-349 (-100%)
Value—
Horizon Kinetics Asset Management LLC
N/A
Shares— from 338
Change-338 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 326
Change-326 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 309
Change-309 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 306
Change-306 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 271
Change-271 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 270
Change-270 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 176
Change-176 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 161
Change-161 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 135
Change-135 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 134
Change-134 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 86
Change-86 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 78
Change-78 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 70
Change-70 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 42
Change-42 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 29
Change-29 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 18
Change-18 (-100%)
Value—
PMV Capital Advisers, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Vestwell Advisors, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Assetmark, Inc
INCREASED3,267,462736,803+2,530,659+343%$81.3M$360.5M+$279.2M2026-10-21
Wealth Enhancement Advisory Services, LLC
DECREASED1,090,5911,111,769-21,178-2%$122.3M$120.1M-$2.2M2026-10-13
Trust Co
INCREASED890,208806,478+83,730+10%$89.0M$98.2M+$9.2M2026-10-09
Americana Partners, LLC
DECREASED740,633772,181-31,548-4%$85.2M$81.7M-$3.5M2026-10-28
Townsend & Associates, Inc
INCREASED675,862664,440+11,422+2%$73.3M$74.5M+$1.3M2026-10-23
Oakworth Capital, Inc.
INCREASED626,853610,581+16,272+3%$67.3M$69.2M+$1.9M2026-10-26
White Lighthouse Investment Management Inc.
DECREASED600,216606,646-6,430-1%$66.9M$66.2M-$727.5K2026-10-21
Truist Financial Corp
INCREASED597,757539,468+58,289+11%$59.5M$65.9M+$6.4M2026-10-30
Cynosure Group, LLC
DECREASED538,140545,206-7,066-1%$60.2M$59.4M-$795.8K2026-11-03
Marks Wealth, LLC
DECREASED494,949756,645-261,696-35%$83.5M$54.6M-$28.9M2026-10-30
Commonwealth Equity Services, LLC
DECREASED410,515435,183-24,668-6%$48.0M$45.3M-$2.7M2026-11-02
Able Wealth Management LLC
INCREASED395,260392,113+3,147+1%$43.3M$43.5M+$244.5K2026-10-13
A&I Financial Services, LLC
NEW389,898—+389,898——$43.0M—2026-10-15
Financial Consulate, Inc
INCREASED353,376347,758+5,618+2%$38.4M$39.0M+$609.4K2026-10-23
Oppenheimer & Co Inc
INCREASED306,533272,788+33,745+12%$30.1M$33.8M+$3.7M2026-10-26
Fund Evaluation Group, LLC
DECREASED280,337281,843-1,506-1%$31.1M$30.9M-$174.6K2026-11-05
Park Avenue Securities LLC
INCREASED270,75157,798+212,953+368%$6.4M$29.9K-$6.3M2026-10-26
Mullooly Asset Management, Inc.
INCREASED267,588248,775+18,813+8%$27.5M$29.5M+$2.1M2026-10-30
AdvisorNet Financial, Inc
INCREASED265,811201,808+64,003+32%$22.3M$29.3M+$7.0M2026-10-15
Maseco LLP
DECREASED255,334292,859-37,525-13%$32.3M$28.2M-$4.1M2026-10-27
Bull Oak Capital, LLC
INCREASED252,427251,810+617+0%$27.8M$27.8M+$60.5K2026-10-23
Client First Capital LLC
DECREASED221,389276,188-54,799-20%$30.5M$24.4M-$6.1M2026-10-22
Capstone Wealth Management Group, LLC
INCREASED205,486145,546+59,940+41%$16.1M$22.7M+$6.6M2026-11-05
Fifth Third Bancorp
INCREASED192,652183,040+9,612+5%$20.2M$21.3M+$1.1M2026-11-05
Guidance Capital, Inc
INCREASED191,66263,478+128,184+202%$7.0M$21.1M+$14.1M2026-11-03
Farther Finance Advisors, LLC
INCREASED186,738183,302+3,436+2%$20.2M$20.6M+$373.6K2026-10-08
Simon Quick Advisors, LLC
DECREASED179,145179,338-1930%$19.8M$19.8M-$26.7K2026-10-26
Stableford Capital II LLC
INCREASED170,904164,909+5,995+4%$18.2M$18.9M+$656.4K2026-10-09
Twelve Points Wealth Management LLC
INCREASED164,97054,437+110,533+203%$6.0M$18.2M+$12.2M2026-11-03
Concurrent Investment Advisors, LLC
INCREASED163,56416,860+146,704+870%$1.9M$18.0M+$16.2M2026-10-16
DT Investment Partners, LLC
NEW161,625—+161,625——$17.8M—2026-10-27
KFA Private Wealth Group, LLC
DECREASED148,856150,488-1,632-1%$16.6M$16.4M-$184.5K2026-10-07
IPG Investment Advisors LLC
DECREASED145,220154,873-9,653-6%$17.1M$16.0M-$1.1M2026-10-30
Fairvoy Private Wealth, LLC
DECREASED144,363154,476-10,113-7%$17.0M$15.9M-$1.1M2026-10-19
Mascoma Wealth Management LLC
DECREASED141,381144,244-2,863-2%$15.9M$15.6M-$320.2K2026-10-23
Kwmg, LLC
INCREASED140,701131,947+8,754+7%$14.6M$15.5M+$961.7K2026-10-07
Anchor Capital Advisors LLC
INCREASED134,92682,035+52,891+64%$9.1M$14.9M+$5.8M2026-11-05
Kellett Wealth Advisors, LLC
NEW128,371—+128,371——$14.2M—2026-10-15
Creative Planning
INCREASED128,091123,803+4,288+3%$13.7M$14.1M+$469.3K2026-11-02
OAK Family Advisors, LLC
INCREASED121,520108,288+13,232+12%$11.9M$13.4M+$1.5M2026-10-19
Stolz & Associates, PS
INCREASED118,446111,743+6,703+6%$12.3M$13.1M+$736.1K2026-11-05
Sulzberger Capital Advisors, Inc.
DECREASED115,041172,589-57,548-33%$19.0M$12.7M-$6.4M2026-10-20
Midwest Professional Planners, Ltd.
DECREASED112,811113,969-1,158-1%$12.6M$12.4M-$131.1K2026-10-29
Kestra Advisory Services, LLC
INCREASED111,74876,105+35,643+47%$8.4M$12.3M+$3.9M2026-11-02
Lido Advisors, LLC
INCREASED107,56054,296+53,264+98%$6.0M$11.9M+$5.9M2026-11-04
Roof Eidam Maycock Peralta, LLC
INCREASED105,95999,190+6,769+7%$10.9M$11.7M+$743.8K2026-10-15
Bdfs Capital LLC
INCREASED105,220104,909+311+0%$11.6M$11.6M+$31.1K2026-10-14
MinichMacGregor Wealth Management, LLC
INCREASED104,260102,026+2,234+2%$11.3M$11.5M+$243.4K2026-10-14
Legacy Advisory Services, LLC
DECREASED103,560209,359-105,799-51%$23.1M$11.4M-$11.7M2026-10-20
D.A. Davidson & Co.
INCREASED103,36574,728+28,637+38%$8.2M$11.4M+$3.2M2026-10-28
Lee Financial Co
DECREASED102,505106,073-3,568-3%$11.7M$11.3M-$396.8K2026-10-16
Pacifica Partners Inc.
DECREASED101,696103,726-2,030-2%$11.4M$11.2M-$228.3K2026-10-09
GFS Advisors, LLC
DECREASED99,207108,176-8,969-8%$195.6K$10.9M+$10.7M2026-11-03
Udine Wealth Management, Inc.
DECREASED88,250101,750-13,500-13%$11.2M$9.7M-$1.5M2026-10-23
AMG National Trust Bank
INCREASED87,85585,146+2,709+3%$9.4M$9.7M+$296.3K2026-11-05
CWA Asset Management Group, LLC
DECREASED86,090133,320-47,230-35%$14.7M$9.5M-$5.2M2026-10-19
Climber Capital SA
DECREASED84,39985,385-986-1%$7.2M$6.7M-$464.3K2026-10-20
Crescent Grove Advisors, LLC
DECREASED78,81582,401-3,586-4%$9.1M$8.7M-$398.2K2026-10-21
Global View Capital Management LLC
INCREASED76,8996,884+70,015+1017%$759.7K$8.5M+$7.7M2026-10-28
Paragon Capital Management Inc
DECREASED76,54881,776-5,228-6%$9.0M$8.4M-$579.2K2026-10-15
One Day In July LLC
DECREASED76,37379,183-2,810-4%$8.7M$8.4M-$312.4K2026-10-30
Apella Capital, LLC
INCREASED75,9453,321+72,624+2187%$365.7K$8.4M+$8.0M2026-10-08
Whalen Wealth Management Inc.
DECREASED75,06777,951-2,884-4%$8.6M$8.3M-$320.6K2026-10-08
Prime Capital Investment Advisors, LLC
DECREASED74,28279,440-5,158-6%$8.8M$8.2M-$571.5K2026-10-20
RFG Advisory, LLC
INCREASED74,20073,936+264+0%$8.2M$8.2M+$26.9K2026-11-03
Ritholtz Wealth Management
INCREASED71,05531,566+39,489+125%$3.5M$7.8M+$4.4M2026-11-05
StoneX Group Inc.
NEW69,665—+69,665——$7.7M—2026-11-03
Independent Financial Group, LLC
INCREASED64,96364,872+91+0%$7.2M$7.2M+$8.1K2026-10-13
Greenleaf Trust
DECREASED64,39567,324-2,929-4%$7.4M$7.1M-$325.1K2026-10-29
Hixon Zuercher, LLC
INCREASED64,00049,394+14,606+30%$5.5M$7.1M+$1.6M2026-10-13
North Star Investment Management Corp.
INCREASED59,52756,745+2,782+5%$6.3M$6.6M+$305.2K2026-10-27
IFP Advisors, Inc
DECREASED59,49464,258-4,764-7%$7.1M$6.6M-$527.5K2026-10-16
Bfsg, LLC
DECREASED59,43064,965-5,535-9%$7.2M$6.6M-$612.6K2026-10-30
Atria Investments, Inc
INCREASED58,69939,313+19,386+49%$4.3M$6.5M+$2.1M2026-10-15
Shepherd Financial Partners LLC
INCREASED58,59317,551+41,042+234%$1.9M$6.5M+$4.5M2026-11-03
Simplicity Wealth,LLC
NEW58,577—+58,577——$6.5M—2026-10-23
SBI Securities Co., Ltd.
INCREASED58,30149,690+8,611+17%$5.5M$6.4M+$948.5K2026-10-22
Keybank National Association
DECREASED58,01558,520-505-1%$6.5M$6.4M-$57.5K2026-11-04
MGO One Seven LLC
INCREASED56,16347,043+9,120+19%$5.2M$6.2M+$1.0M2026-10-28
Davenport & Co LLC
DECREASED55,27459,016-3,742-6%$6.5M$6.1M-$414.6K2026-10-14
Procyon Advisors, LLC
INCREASED54,82245,386+9,436+21%$5.0M$6.0M+$1.0M2026-10-21
Investment House LLC
INCREASED54,62638,665+15,961+41%$4.3M$6.0M+$1.8M2026-10-21
Capital Wealth Alliance, LLC
INCREASED53,85151,639+2,212+4%$5.7M$5.9M+$242.5K2026-10-20
IronBridge Private Wealth, LLC
DECREASED52,290153,098-100,808-66%$16.9M$5.8M-$11.1M2026-11-03
Independent Solutions Wealth Management, LLC
DECREASED51,653108,641-56,988-52%$12.0M$5.7M-$6.3M2026-10-28
Castle Rock Wealth Management, LLC
INCREASED51,1225,787+45,335+783%$636.8K$5.6M+$5.0M2026-10-09
Alterna Wealth Management, Inc
DECREASED50,91554,542-3,627-7%$6.0M$5.6M-$401.8K2026-10-27
Mader & Shannon Wealth Management, Inc.
DECREASED50,64876,742-26,094-34%$8.5M$5.6M-$2.9M2026-11-02
Forum Financial Management, LP
INCREASED50,61733,062+17,555+53%$3.6M$5.6M+$1.9M2026-10-16
Wedbush Securities Inc
DECREASED49,71756,474-6,757-12%$6.2M$5.5K-$6.2M2026-10-22
Baring Financial LLC
INCREASED49,27648,919+357+1%$5.4M$5.4M+$37.9K2026-10-07
Virtue Capital Management, LLC
INCREASED48,42735,838+12,589+35%$4.0M$5.3M+$1.4M2026-10-29
Apex Wealth Management, LLC
DECREASED48,31177,462-29,151-38%$8.5M$5.3M-$3.2M2026-10-20
Calamos Wealth Management LLC
INCREASED47,71445,143+2,571+6%$5.0M$5.3M+$282.3K2026-11-02
Asset One Wealth Management LLC
DECREASED46,30053,329-7,029-13%$5.9M$5.1M-$769.6K2026-11-02
Strategic Blueprint, LLC
DECREASED45,45447,250-1,796-4%$5.2M$5.0M-$199.5K2026-10-22
US Bancorp \de\
DECREASED44,90445,821-917-2%$5.1M$5.0M-$102.5K2026-11-05
Blueprint Investment Partners LLC
DECREASED44,874126,917-82,043-65%$14.0M$5.0M-$9.1M2026-10-28
Citigroup Inc
INCREASED44,62832,249+12,379+38%$3.6M$4.9M+$1.4M2026-11-04
Investment Management Associates Inc
INCREASED44,57240,874+3,698+9%$4.5M$4.9M+$406.7K2026-10-29
HB Wealth Management, LLC
INCREASED43,12642,908+218+1%$4.7M$4.8M+$22.8K2026-10-23
Onyx Bridge Wealth Group LLC
DECREASED41,79759,868-18,071-30%$6.6M$4.6M-$2.0M2026-10-16
Purewater Capital LLC
DECREASED41,55149,588-8,037-16%$5.5M$4.6M-$888.1K2026-10-23
Pacific Center for Financial Services
DECREASED40,64289,793-49,151-55%$9.9M$4.5M-$5.4M2026-10-15
Financial Management Network Inc
DECREASED39,46840,024-556-1%$4.4M$4.3M-$68.4K2026-10-09
Tucker Asset Management LLC
DECREASED39,26441,403-2,139-5%$4.6M$4.3M-$237.1K2026-10-29
Ascent Group, LLC
INCREASED38,35030,784+7,566+25%$3.4M$4.2M+$833.8K2026-10-30
Premier Path Wealth Partners, LLC
INCREASED38,34834,233+4,115+12%$3.8M$4.2M+$452.9K2026-10-16
Milestone Asset Management, LLC
INCREASED38,21336,443+1,770+5%$4.0M$4.2M+$194.1K2026-10-15
Financial & Tax Architects, LLC
NEW38,129—+38,129——$4.2M—2026-10-15
Greenspring Advisors, LLC
DECREASED37,43538,012-577-2%$4.2M$4.1M-$64.8K2026-11-05
RIA Advisory Group LLC
DECREASED37,28450,332-13,048-26%$5.6M$4.1M-$1.4M2026-10-15
Formidable Asset Management, LLC
DECREASED37,14537,790-645-2%$4.2M$4.1M-$72.7K2026-11-03
Balefire, LLC
INCREASED37,1439,319+27,824+299%$1.0M$4.1M+$3.1M2026-10-09
Ridgewood Investments LLC
DECREASED36,30636,318-120%$4.0M$4.0M-$2.4K2026-10-05
Ashton Thomas Private Wealth, LLC
DECREASED36,22743,936-7,709-18%$4.8M$4.0M-$851.8K2026-11-03
Patton Fund Management, Inc.
DECREASED34,72136,222-1,501-4%$4.0M$3.8M-$166.7K2026-10-13
Sagespring Wealth Partners, LLC
INCREASED34,3652,693+31,672+1176%$297.2K$3.8M+$3.5M2026-10-22
Meridian Wealth Management, LLC
DECREASED32,92033,553-633-2%$3.7M$3.6M-$70.8K2026-11-05
Atticus Wealth Management, LLC
INCREASED32,26730,619+1,648+5%$3.4M$3.6M+$180.9K2026-10-20
Trilogy Capital Inc.
DECREASED31,41632,110-694-2%$3.5M$3.5M-$77.5K2026-10-20
Paladin Partners, LLC
UNCHANGED30,74030,74000%$3.4M$3.4M-$9222026-10-06
Compound Planning, Inc.
INCREASED30,25321,265+8,988+42%$2.3M$3.3M+$990.8K2026-11-05
Cape Investment Advisory, Inc.
INCREASED29,91996+29,823+31066%$10.6K$3.3M+$3.3M2026-10-13
Vise Technologies, Inc.
INCREASED29,45017,692+11,758+66%$2.0M$3.2M+$1.3M2026-10-29
Parallel Advisors, LLC
DECREASED28,21134,551-6,340-18%$3.8M$3.1M-$700.5K2026-11-03
Csenge Advisory Group
INCREASED28,0492,400+25,649+1069%$264.8K$3.1M+$2.8M2026-11-04
James Investment Research, Inc.
DECREASED27,92529,382-1,457-5%$3.2M$3.1M-$161.6K2026-10-22
TD Private Client Wealth LLC
DECREASED27,44728,271-824-3%$3.1M$3.0M-$91.8K2026-10-28
TD Waterhouse Canada Inc.
DECREASED26,66235,849-9,187-26%$3.9M$2.9M-$1.0M2026-10-16
Rossby Financial, LCC
INCREASED25,9181,005+24,913+2479%$110.9K$2.9M+$2.7M2026-11-05
Fermata Advisors, LLC
INCREASED25,38625,142+244+1%$2.8M$2.8M+$26.3K2026-10-13
CoreCap Advisors, LLC
DECREASED25,26026,517-1,257-5%$2.9M$2.8M-$139.4K2026-10-08
Legacy Wealth Partners, LLC
INCREASED24,94018,012+6,928+38%$2.0M$2.8M+$763.8K2026-10-15
Spartan Planning & Wealth Management
DECREASED24,54632,858-8,312-25%$3.6M$2.7M-$917.9K2026-10-13
J.W. Cole Advisors, Inc.
DECREASED24,29026,020-1,730-7%$2.9M$2.7M-$191.6K2026-11-05
KDK Private Wealth Management, LLC
DECREASED24,23824,303-650%$2.7M$2.7M-$7.9K2026-11-03
Marino, Stram & Associates LLC
INCREASED23,69419,410+4,284+22%$2.1M$2.6M+$472.0K2026-10-22
Realta Investment Advisors
INCREASED23,47822,469+1,009+4%$2.5M$2.6M+$110.6K2026-10-14
Net Worth Advisory Group
DECREASED22,71723,626-909-4%$2.6M$2.5M-$107.1K2026-10-20
Financial Discovery Group Inc
INCREASED22,58821,916+672+3%$2.4M$2.5M+$73.5K2026-11-03
Braeburn Wealth Management LLC
NEW22,399—+22,399——$2.5M—2026-10-15
Core Wealth Partners LLC
DECREASED21,99923,186-1,187-5%$2.6M$2.4M-$131.6K2026-11-02
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED21,98522,701-716-3%$2.5M$2.4M-$79.1K2026-10-21
Capital Advisors, Ltd. LLC
INCREASED21,85521,507+348+2%$2.4K$2.4K+$382026-10-27
Ehrlich Financial Group
DECREASED21,27642,892-21,616-50%$4.7M$2.3M-$2.4M2026-10-20
Avalon Capital Management
DECREASED21,25722,039-782-4%$2.4M$2.3M-$86.9K2026-11-04
Strategy Asset Managers LLC
DECREASED20,34821,170-822-4%$2.3M$2.2M-$91.3K2026-10-14
Eagle Rock Investment Company, LLC
UNCHANGED20,02320,02300%$2.2M$2.2M-$6012026-10-21
Benedict Financial Advisors Inc
INCREASED19,71319,406+307+2%$2.1M$2.2M+$33.3K2026-10-07
Kings Path Partners LLC
INCREASED19,56714,964+4,603+31%$1.7M$2.2M+$507.4K2026-10-21
Perennial Advisors, LLC
INCREASED19,44916,876+2,573+15%$1.9M$2.1M+$283.3K2026-10-13
LightSquare Wealth Management, LLC
INCREASED19,44015,834+3,606+23%$1.7M$2.1M+$397.3K2026-11-03
Madson Wealth Advisors Inc
DECREASED19,27521,156-1,881-9%$2.3M$2.1M-$208.2K2026-10-13
Leelyn Smith, LLC
INCREASED19,13217,519+1,613+9%$1.9M$2.1M+$177.4K2026-11-03
Sweeney & Michel, LLC
INCREASED19,13018,972+158+1%$2.1M$2.1M+$20.7K2026-10-16
Spire Wealth Management
DECREASED19,04622,901-3,855-17%$2.5M$2.1M-$425.9K2026-10-30
Abacus Planning Group, Inc.
DECREASED18,67019,122-452-2%$2.1M$2.1M-$50.4K2026-11-02
Professional Advisory Services Inc
INCREASED18,37712,680+5,697+45%$1.4K$2.0K+$6282026-10-08
Grand Central Investment Group
INCREASED18,0056,567+11,438+174%$724.7K$2.0M+$1.3M2026-11-02
Burford Brothers, Inc.
INCREASED17,55111,962+5,589+47%$1.3M$1.9M+$616.2K2026-10-21
Aspiriant, LLC
UNCHANGED17,42917,42900%$1.9M$1.9M-$5242026-10-16
Rudd Co d/b/a Styre Wealth
NEW17,394—+17,394——$1.9M—2026-10-29
Fiduciary Financial Group, LLC
DECREASED17,37718,012-635-4%$2.0M$1.9M-$70.6K2026-10-13
GenWealth Group, Inc.
INCREASED17,34517,317+28+0%$1.9M$1.9M+$2.6K2026-10-16
Fifth Third Securities, Inc.
NEW16,958—+16,958——$1.9M—2026-10-21
Tempus Wealth Planning, LLC
DECREASED16,89319,505-2,612-13%$2.2M$1.9M-$288.7K2026-10-14
Financial Management Professionals, Inc.
UNCHANGED16,22116,22100%$1.8M$1.8M-$4862026-10-23
Larry Mathis Financial Planning, LLC
INCREASED16,22012,201+4,019+33%$1.3M$1.8M+$443.0K2026-10-26
Weaver Consulting Group
DECREASED15,92416,412-488-3%$1.8M$1.8M-$54.3K2026-10-07
B. Riley Wealth Advisors, Inc.
NEW15,923—+15,923——$1.8M—2026-10-13
Inspirion Wealth Advisors, LLC
UNCHANGED15,39015,39000%$1.7M$1.7M+$4.3K2026-10-09
Central Bank & Trust Co
INCREASED14,98614,907+79+1%$1.6M$1.7M+$8.3K2026-10-09
Advisortrust Partners, LLC
INCREASED14,9654,953+10,012+202%$546.6K$1.7M+$1.1M2026-11-02
Nvwm, LLC
INCREASED14,45014,427+23+0%$1.6M$1.6M+$2.1K2026-10-14
Navigate Wealth Management, LLC
INCREASED14,38111,094+3,287+30%$1.2M$1.6M+$361.3K2026-10-14
Bosman Wealth Management, LLC
UNCHANGED14,05114,05100%$1.6M$1.6M-$4222026-10-28
Arkfeld Wealth Strategies, L.L.C.
INCREASED13,68613,563+123+1%$1.5M$1.5M+$13.7K2026-10-19
Patten & Patten Inc
UNCHANGED13,46413,46400%$1.5M$1.5M-$4042026-10-26
Analyst IMS Investment Management Services Ltd.
INCREASED13,42513,286+139+1%$1.5M$1.5M+$15.0K2026-11-05
Quartz Partners, LLC
NEW13,072—+13,072——$1.4M—2026-11-03
Blueprint Financial Advisors LLC
DECREASED12,96061,012-48,052-79%$6.7M$1.4M-$5.3M2026-10-28
Courage Miller Partners, LLC
INCREASED12,85712,715+142+1%$1.4M$1.4M+$15.3K2026-10-21
Buska Wealth Management, LLC
INCREASED12,7459,180+3,565+39%$1.0M$1.4M+$393.0K2026-10-08
National Wealth Management Group, LLC
INCREASED12,63511,735+900+8%$1.3M$1.4M+$98.8K2026-10-26
Cabana LLC
NEW12,479—+12,479——$1.4M—2026-11-04
United Advisor Group, LLC
INCREASED12,4366,120+6,316+103%$675.3K$1.4M+$696.7K2026-11-03
Cidel Asset Management Inc
INCREASED12,40510,449+1,956+19%$1.2M$1.4M+$215.6K2026-10-29
Western Financial Corp
DECREASED12,33512,431-96-1%$1.4M$1.4M-$11.0K2026-10-14
Walser Wealth Management Company, A Ltd Liability Co
DECREASED12,26715,550-3,283-21%$1.7M$1.4M-$362.7K2026-10-15
Sage Advisory Services, Ltd.Co.
UNCHANGED12,07812,07800%$1.3M$1.3M-$1.0K2026-10-29
Ifrah Financial Services, Inc.
INCREASED11,89011,880+10+0%$1.3M$1.3M+$6922026-10-13
Founders Grove Wealth Partners, LLC
INCREASED11,84411,791+53+0%$1.3M$1.3M+$5.5K2026-10-16
Norris Perne & French LLP
DECREASED11,83611,881-450%$1.3M$1.3M-$5.3K2026-10-23
Flagstar Securities, Inc
INCREASED11,8328,256+3,576+43%$911.1K$1.3M+$394.3K2026-10-15
Archford Capital Strategies, LLC
INCREASED11,75611,155+601+5%$1.2M$1.3M+$66.0K2026-10-19
Perigon Wealth Management, LLC
INCREASED11,44510,863+582+5%$1.2M$1.3M+$63.9K2026-10-22
Mainsail Financial Group, LLC
DECREASED11,42512,944-1,519-12%$1.4M$1.3M-$168.0K2026-10-23
Old National Bancorp
INCREASED11,39310,975+418+4%$1.2M$1.3M+$45.8K2026-10-20
Axxcess Wealth Management, LLC
INCREASED11,34910,561+788+7%$1.2M$1.3M+$86.6K2026-10-21
Pathway Financial Advisors LLC
UNCHANGED11,22011,22000%$1.2M$1.2M+$2.6K2026-10-07
Brian LOW Financial Group, LLC
INCREASED11,21911,096+123+1%$1.2M$1.2M+$13.3K2026-10-28
Prospera Financial Services Inc
DECREASED10,71813,676-2,958-22%$1.5M$1.2M-$325.5K2026-11-04
Choreo, LLC
DECREASED10,56510,587-220%$1.2M$1.2M-$2.7K2026-10-28
Foundry Financial Group, Inc.
DECREASED10,55922,184-11,625-52%$2.4M$1.2M-$1.3M2026-10-28
Compass Ion Advisors, LLC
INCREASED10,51910,105+414+4%$1.1M$1.2M+$45.4K2026-10-23
Fonville Wealth Management LLC
DECREASED10,48511,133-648-6%$1.2M$1.2M-$71.9K2026-10-28
Baker Ellis Asset Management LLC
UNCHANGED10,40210,40200%$1.1M$1.1M-$3122026-10-14
Prosperity Advisers, LLC
DECREASED10,38914,894-4,505-30%$1.6M$1.1M-$497.4K2026-10-28
Edgemoor Investment Advisors, Inc.
UNCHANGED10,26010,26000%$1.1M$1.1M-$3082026-11-03
Wealth Enhancement Trust Services, Inc.
INCREASED10,1732,432+7,741+318%$268.4K$1.1M+$853.9K2026-10-07
Hardworking Capital Advisors, LLC
DECREASED10,12211,168-1,046-9%$1.2M$1.1M-$115.7K2026-10-20
TFB Advisors LLC
NEW9,843—+9,843——$1.1M—2026-11-02
San Luis Wealth Advisors LLC
DECREASED9,82030,852-21,032-68%$3.4M$1.1M-$2.3M2026-10-27
Consilium Wealth Advisory, LLC
DECREASED9,6339,972-339-3%$1.1M$1.1M-$37.8K2026-10-14
Eagle Global Advisors LLC
INCREASED9,3339,149+184+2%$1.0M$1.0M+$20.0K2026-11-02
Banque Pictet & CIE SA
DECREASED9,00711,055-2,048-19%$1.2M$993.7K-$226.3K2026-10-16
Bria Capital Group, LLC
DECREASED8,991158,726-149,735-94%$17.5M$991.9K-$16.5M2026-10-22
Markowski Investments
DECREASED8,8779,407-530-6%$1.0M$979.3K-$58.7K2026-10-30
WealthBridge Capital Management, LLC
NEW8,826—+8,826——$973.6K—2026-10-16
Brookstone Capital Management
DECREASED8,81214,762-5,950-40%$1.6M$972.2K-$656.8K2026-10-22
Silverlake Wealth Management LLC
DECREASED8,7609,172-412-4%$1.0M$966.4K-$45.7K2026-10-21
Sidoxia Capital Management, LLC
INCREASED8,7318,164+567+7%$900.9K$963.2K+$62.3K2026-10-28
J.Safra Asset Management Corp
INCREASED8,6258,496+129+2%$937.5K$951.5K+$14.0K2026-11-03
Signal Advisors Wealth, LLC
DECREASED8,54910,166-1,617-16%$1.1M$943.1K-$178.7K2026-10-13
Miramontes Capital, LLC
DECREASED8,3068,515-209-2%$939.6K$916.3K-$23.3K2026-10-19
Transcendent Capital Group LLC
INCREASED8,1008,083+17+0%$891.9K$893.6K+$1.7K2026-10-28
21 West Wealth Management LLC
NEW8,033—+8,033——$886.2K—2026-10-13
Solstein Capital, LLC
UNCHANGED7,9437,94300%$876.5K$876.3K-$2382026-11-02
Sigma Planning Corp
INCREASED7,8276,347+1,480+23%$700.4K$863.5K+$163.1K2026-10-23
Rinkey Investments
INCREASED7,8054,944+2,861+58%$545.6K$861.1K+$315.6K2026-10-28
Root Financial Partners, LLC
INCREASED7,7442,569+5,175+201%$283.5K$854.3K+$570.8K2026-10-21
Investment Partners, Ltd.
INCREASED7,7063,627+4,079+112%$400.2K$850.1K+$449.9K2026-10-29
Jacobi Capital Management LLC
INCREASED7,6687,571+97+1%$835.5K$845.9K+$10.4K2026-11-05
King Luther Capital Management Corp
UNCHANGED7,6187,61800%$840.6K$840.4K-$2282026-11-05
Black Diamond Financial, LLC
DECREASED7,5958,703-1,108-13%$960.4K$837.9K-$122.5K2026-10-26
Advisor OS, LLC
DECREASED7,5137,706-193-2%$850.3K$828.8K-$21.5K2026-11-03
Nations Financial Group Inc,
DECREASED7,5117,619-108-1%$840.8K$828.6K-$12.2K2026-11-05
Arrien Investments, Inc.
DECREASED7,3878,047-660-8%$888.0K$815.0K-$73.1K2026-10-30
Algorithmic Investment Models, LLC
INCREASED7,2947,234+60+1%$798.3K$804.7K+$6.4K2026-11-04
Montecito Bank & Trust
UNCHANGED7,2857,28500%$803.9K$803.7K-$2192026-10-01
Rosenberg Matthew Hamilton
UNCHANGED7,1347,13400%$787.2K$787.0K-$2142026-10-05
TCP Asset Management, LLC
INCREASED7,1245,991+1,133+19%$661.1K$784.1K+$123.0K2026-10-14
Richardson Financial Services Inc.
NEW7,072—+7,072——$780.2K—2026-10-30
Compass Financial Management LLC
INCREASED6,9776,255+722+12%$690.2K$769.7K+$79.5K2026-10-30
Woodley Farra Manion Portfolio Management Inc
UNCHANGED6,7546,75400%$745.3K$747.1K+$1.8K2026-11-05
Total Clarity Wealth Management, Inc.
NEW6,691—+6,691——$738.2K—2026-10-26
Dynamic Advisor Solutions LLC
DECREASED6,5577,092-535-8%$782.6K$723.3K-$59.3K2026-10-13
Capital Management Associates, Inc
INCREASED6,5496,490+59+1%$716.2K$722.5K+$6.3K2026-10-20
Gryphon Financial Partners LLC
UNCHANGED6,5406,54000%$721.7K$721.5K-$1962026-11-04
Integrity Alliance, Llc.
INCREASED6,3485,314+1,034+19%$586.5K$700.3K+$113.8K2026-10-29
Private Trust Co NA
INCREASED6,3075,688+619+11%$627.7K$695.8K+$68.1K2026-10-20
Foster Group, Inc.
INCREASED6,1486,139+9+0%$677.5K$678.3K+$7912026-10-13
Archer Investment Corp
DECREASED6,0186,893-875-13%$760.7K$663.9K-$96.7K2026-11-05
Bank of New York Mellon Corp
NEW5,958—+5,958——$657.3K—2026-11-05
Brighton Jones LLC
DECREASED5,8486,532-684-10%$720.8K$645.1K-$75.7K2026-11-03
Aries Wealth Management
DECREASED5,6515,954-303-5%$657.0K$623.4K-$33.6K2026-10-23
MFA Wealth Services
INCREASED5,5374,588+949+21%$506.3K$610.8K+$104.5K2026-10-14
Turning Point Benefit Group, Inc.
INCREASED5,5263,657+1,869+51%$403.6K$608.1K+$204.6K2026-10-28
Armstrong Advisory Group, Inc
DECREASED5,4055,497-92-2%$606.6K$596.3K-$10.3K2026-10-09
VestGen Advisors, LLC
DECREASED5,3156,107-792-13%$673.9K$586.4K-$87.6K2026-10-27
Diversify Wealth Management, LLC
INCREASED5,2792,170+3,109+143%$239.3K$581.7K+$342.4K2026-10-20
Diversify Advisory Services, LLC
INCREASED5,2792,170+3,109+143%$239.3K$581.7K+$342.4K2026-10-20
Lake Hills Wealth Management, LLC
INCREASED5,2483,795+1,453+38%$418.8K$579.0K+$160.2K2026-10-07
WJ Wealth Management, LLC
NEW5,045—+5,045——$556.6K—2026-11-03
Sage Financial Group Inc
INCREASED5,0245,007+17+0%$552.6K$554.2K+$1.6K2026-10-27
Quadcap Wealth Management, LLC
NEW4,997—+4,997——$551.3K—2026-11-02
Jessup Wealth Management, Inc
DECREASED4,9545,018-64-1%$553.8K$546.5K-$7.3K2026-10-20
Fortitude Advisory Group L.L.C.
INCREASED4,9463,546+1,400+39%$391.3K$545.7K+$154.4K2026-10-15
GLR Partners, LLC
UNCHANGED4,7504,75000%$524.2K$524.0K-$1432026-11-04
Leibman Financial Services, Inc.
INCREASED4,7214,389+332+8%$484.3K$520.8K+$36.5K2026-10-13
Intergy Private Wealth, LLC
INCREASED4,6763,990+686+17%$440.3K$515.9K+$75.6K2026-10-16
Bison Wealth, LLC
DECREASED4,67410,231-5,557-54%$1.1M$515.0K-$611.5K2026-10-13
Pinnacle Associates LTD
DECREASED4,6525,396-744-14%$595.4K$513.2K-$82.2K2026-10-20
Wealthcare Capital Management LLC
UNCHANGED4,6464,64600%$512.7K$512.5K-$1392026-10-21
Concord Wealth Partners
DECREASED4,6369,041-4,405-49%$997.7K$511.5K-$486.2K2026-11-02
Investment Partners Asset Management, Inc.
DECREASED4,4654,515-50-1%$498.2K$492.6K-$5.7K2026-10-09
Frontier Asset Management, LLC
DECREASED4,46210,774-6,312-59%$1.2M$492.3K-$696.6K2026-10-28
Woodward Diversified Capital, LLC
NEW4,450—+4,450——$490.9K—2026-10-21
Integrated Advisors Network LLC
INCREASED4,4324,425+7+0%$488.3K$489.0K+$7072026-10-20
Absolute Capital Management, LLC
NEW4,430—+4,430——$488.7K—2026-10-16
Innovative Wealth Building LLC
INCREASED4,2643,614+650+18%$398.8K$470.4K+$71.6K2026-10-14
Regatta Capital Group, LLC
DECREASED4,1714,432-261-6%$489.1K$460.1K-$29.0K2026-10-23
Peck Wealth Management, LLC
INCREASED4,1503,100+1,050+34%$342.1K$457.8K+$115.7K2026-10-29
EdgeRock Capital LLC
DECREASED4,1454,621-476-10%$5.1M$457.3K-$4.6M2026-11-03
Valpey Financial Services, LLC
DECREASED4,0744,301-227-5%$474.6K$449.5K-$25.1K2026-10-30
High Note Wealth, LLC
DECREASED4,0634,123-60-1%$455.0K$448.2K-$6.7K2026-10-27
Joel Isaacson & Co., LLC
INCREASED4,0624,033+29+1%$445.0K$448.1K+$3.1K2026-11-05
Physician Wealth Solutions Inc.
DECREASED4,0504,222-172-4%$465.9K$446.8K-$19.1K2026-10-14
Rubicon Advisors, GP
NEW4,041—+4,041——$445.8K—2026-10-23
Bayshore Capital Advisors, LLC
UNCHANGED4,0094,00900%$442.4K$442.3K-$1212026-11-02
J. Safra Sarasin Holding AG
UNCHANGED3,9563,95600%$436.7K$436.7K$02026-10-26
Insight Wealth Partners, LLC
DECREASED3,9415,616-1,675-30%$619.7K$434.8K-$185.0K2026-10-26
Index Fund Advisors, Inc.
DECREASED3,8955,753-1,858-32%$634.8K$429.7K-$205.2K2026-11-05
North Capital, Inc.
UNCHANGED3,8913,89100%$429.4K$428.7K-$6622026-10-16
Stanley-Laman Group, Ltd.
INCREASED3,8803,865+15+0%$426.5K$428.1K+$1.5K2026-10-20
Apollon Wealth Management, LLC
DECREASED3,8764,060-184-5%$448.0K$427.6K-$20.4K2026-10-23
Dominguez Wealth Management Solutions, Inc.
DECREASED3,8696,696-2,827-42%$738.9K$426.8K-$312.1K2026-10-07
Advisory Solutions Group, LLC
DECREASED3,8324,108-276-7%$453.3K$422.7K-$30.6K2026-10-14
Lynch Investment Planning, LLC
INCREASED3,7953,523+272+8%$388.8K$418.7K+$29.9K2026-10-27
Freedom Day Solutions, LLC
NEW3,752—+3,752——$413.9K—2026-10-20
Ted Buchan & Co
DECREASED3,7423,902-160-4%$430.5K$412.9K-$17.6K2026-10-23
Roberts Financial Services LLC
DECREASED3,7343,790-56-1%$418.2K$412.0K-$6.3K2026-10-23
Wedmont Private Capital
INCREASED3,6632,088+1,575+75%$230.0K$403.4K+$173.4K2026-10-09
Integrity Advisory Solutions, LLC
INCREASED3,6392,756+883+32%$304.1K$401.6K+$97.4K2026-10-29
Crane Advisory, LLC
INCREASED3,6363,539+97+3%$390.0K$400.3K+$10.3K2026-10-13
Excalibur Management Corp
INCREASED3,6303,056+574+19%$337.2K$400.5K+$63.2K2026-11-02
Tompkins Financial Corp
UNCHANGED3,6263,62600%$400.1K$400.0K-$1092026-10-05
LTG Capital LLC
UNCHANGED3,6203,62000%$399.5K$399.4K-$1092026-11-04
Flagship Private Wealth, LLC
DECREASED3,5803,840-260-7%$423.7K$394.9K-$28.8K2026-11-05
Retireful, LLC
NEW3,561—+3,561——$392.9K—2026-10-09
Regions Financial Corp
NEW3,540—+3,540——$390.5K—2026-11-05
Global Assets Advisory, LLC
NEW3,516—+3,516——$387.0K—2026-10-28
Revolve Wealth Partners, LLC
UNCHANGED3,4403,44000%$379.6K$379.5K-$1032026-10-23
Integrated Capital Management, LLC
NEW3,430—+3,430——$378.4K—2026-10-23
Almanack Investment Partners, Llc.
INCREASED3,4023,334+68+2%$367.9K$375.3K+$7.4K2026-11-03
WBI Investments, LLC
NEW3,365—+3,365——$371.2K—2026-11-05
Innova Wealth Partners
UNCHANGED3,3583,35800%$370.6K$370.5K-$1002026-10-21
Sterling Investment Counsel, LLC
NEW3,318—+3,318——$366.0K—2026-10-19
Heritage OAK Wealth Advisors LLC
DECREASED3,2923,470-178-5%$382.9K$363.2K-$19.7K2026-10-14
Salem Investment Counselors Inc
UNCHANGED3,2503,25000%$358.6K$358.5K-$982026-10-13
HUB Investment Partners, LLC
NEW3,247—+3,247——$358.2K—2026-11-03
Walkner Condon Financial Advisors LLC
INCREASED3,1521,825+1,327+73%$201.4K$347.7K+$146.3K2026-11-02
Romano Brothers and Company
DECREASED3,1203,220-100-3%$355.3K$344.2K-$11.1K2026-10-22
Values First Advisors, Inc.
INCREASED3,0953,074+21+1%$339.2K$341.5K+$2.3K2026-10-23
Sowell Financial Services LLC
NEW3,070—+3,070——$338.7K—2026-10-23
Ironwood Wealth Management, Llc.
NEW3,007—+3,007——$331.7K—2026-10-28
First Interstate Bank
NEW2,881—+2,881——$317.8K—2026-10-23
IFC & Insurance Marketing, Inc.
DECREASED2,8773,017-140-5%$332.9K$317.4K-$15.5K2026-10-16
Cairn Investment Group, Inc.
UNCHANGED2,8752,87500%$317.0K$317.0K$02026-11-04
Aprio Wealth Management, LLC
DECREASED2,8613,515-654-19%$387.8K$315.6K-$72.2K2026-10-28
Sicart Associates LLC
DECREASED2,8505,150-2,300-45%$568.3K$314.2K-$254.1K2026-10-29
Lincoln Capital Corp
DECREASED2,8439,972-7,129-71%$1.1M$313.6K-$786.7K2026-10-13
Trueblood Wealth Management, LLC
DECREASED2,8392,871-32-1%$316.8K$313.2K-$3.6K2026-10-23
Finley Financial, LLC
DECREASED2,7803,150-370-12%$347.6K$305.9K-$41.7K2026-10-28
Partners Wealth Management, LLC
NEW2,754—+2,754——$303.8K—2026-10-28
Clark Asset Management, LLC
INCREASED2,7482,685+63+2%$296.3K$303.2K+$6.9K2026-10-19
RMR Wealth Builders
DECREASED2,7352,875-140-5%$317.2K$301.7K-$15.6K2026-10-22
Wealthcare Advisory Partners LLC
DECREASED2,7292,736-70%$301.9K$301.1K-$8442026-10-21
Ballast Rock Private Wealth LLC
UNCHANGED2,7002,70000%$297.9K$297.9K-$812026-10-26
Triumph Capital Management
INCREASED2,6892,593+96+4%$286.1K$296.7K+$10.5K2026-10-14
Synergy Asset Management, LLC
INCREASED2,6262,623+3+0%$289.4K$289.7K+$2522026-11-05
Robinson Value Management, Ltd.
DECREASED2,58836,775-34,187-93%$4.1M$285.5K-$3.8M2026-10-20
M Holdings Securities, Inc.
NEW2,552—+2,552——$282.0K—2026-11-03
American Institute for Advanced Investment Management, LLP
UNCHANGED2,5502,55000%$281.4K$281.3K-$762026-11-03
Kelleher Financial Advisors
DECREASED2,48730,984-28,497-92%$3.4M$274.4K-$3.1M2026-10-30
Sugar Maple Asset Management, LLC
UNCHANGED2,4432,44300%$269.6K$269.5K-$732026-10-13
Central Trust Co
UNCHANGED2,4342,43400%$268.6K$268.5K-$732026-11-05
Koshinski Asset Management, Inc.
DECREASED2,4312,515-84-3%$277.5K$268.2K-$9.3K2026-10-29
First Heartland Consultants, Inc.
INCREASED2,4212,376+45+2%$262.2K$267.1K+$4.9K2026-10-08
Cassaday & Co Wealth Management LLC
DECREASED2,4172,672-255-10%$294.9K$266.6K-$28.2K2026-10-27
Lockerman Financial Group, Inc.
NEW2,406—+2,406——$265.4K—2026-10-19
Probity Advisors, Inc.
DECREASED2,4002,406-60%$265.5K$264.8K-$7342026-10-23
Summa Corp.
NEW2,380—+2,380——$262.6K—2026-10-30
Kestra Investment Management, LLC
NEW2,372—+2,372——$261.7K—2026-11-04
Mission Wealth Management, LP
UNCHANGED2,3592,35900%$260.3K$260.3K-$712026-10-15
Thrivent Financial for Lutherans
UNCHANGED2,3182,31800%$256.0K$255.0K-$1.0K2026-11-05
Tanager Wealth Management LLP
UNCHANGED2,3002,30000%$253.8K$253.7K-$692026-10-19
Ables, Iannone, Moore & Associates, Inc.
NEW2,232—+2,232——$246.2K—2026-10-06
Signaturefd, LLC
DECREASED2,2117,580-5,369-71%$836.5K$243.9K-$592.5K2026-10-23
NWF Advisory Services Inc.
DECREASED2,1212,203-82-4%$243.1K$234.0K-$9.1K2026-10-19
International Private Wealth Advisors LLC
NEW2,066—+2,066——$227.9K—2026-11-05
WealthCare Investment Partners, LLC
INCREASED2,0111,993+18+1%$219.9K$221.9K+$1.9K2026-11-05
Magnus Financial Group LLC
DECREASED1,9962,671-675-25%$294.7K$220.2K-$74.5K2026-10-21
Lauterbach Financial Advisors, LLC
INCREASED1,9791,961+18+1%$216.4K$218.3K+$1.9K2026-10-21
Pacific Excel Wealth Advisors, Inc.
NEW1,964—+1,964——$216.7K—2026-10-27
Davidson Trust Co
UNCHANGED1,9501,95000%$215.2K$215.1K-$592026-10-09
BridgePort Financial Solutions, LLC
UNCHANGED1,9401,94000%$214.1K$214.0K-$582026-11-02
Basso Capital Management, L.P.
UNCHANGED1,9001,90000%$209.7K$209.6K-$572026-10-30
Bluedoor Private Wealth, LLC
UNCHANGED1,8881,88800%$208.3K$208.3K-$572026-11-05
Raab & Moskowitz Asset Management LLC
DECREASED1,8791,929-50-3%$212.9K$207.3K-$5.6K2026-11-02
Crusonia Wealth Advisors LLC
DECREASED1,8553,590-1,735-48%$396.2K$204.6K-$191.5K2026-10-26
Avantax Planning Partners, Inc.
INCREASED1,8401,825+15+1%$201.3K$203.0K+$1.6K2026-11-03
Smith Salley Wealth Management
UNCHANGED1,8401,84000%$203.0K$203.0K-$552026-11-03
Evergreen Capital Management LLC
NEW1,822—+1,822——$201.0K—2026-10-23
Investors Research Corp
INCREASED1,8171,750+67+4%$193.1K$200.5K+$7.3K2026-10-07
Kennicott Capital Management LLC
NEW1,816—+1,816——$200.3K—2026-10-16
LFA - Lugano Financial Advisors SA
DECREASED1,7302,000-270-13%$220.7K$190.9K-$29.8K2026-11-03
StrongBox Wealth, LLC
DECREASED1,4501,635-185-11%$180.4K$160.0K-$20.5K2026-11-02
Richards, Merrill & Peterson, Inc.
UNCHANGED1,4501,45000%$160.0K$160.0K-$442026-10-19
Signature Equity Partners, LLC
INCREASED1,438326+1,112+341%$36.0K$158.6K+$122.6K2026-10-29
First Horizon Corp
UNCHANGED1,4041,40400%$154.9K$154.9K-$422026-10-26
Kingdom Financial Group Llc.
DECREASED1,2482,813-1,565-56%$310.4K$137.7K-$172.7K2026-11-04
Salomon & Ludwin, LLC
DECREASED1,2162,002-786-39%$220.3K$134.1K-$86.1K2026-10-29
Quest 10 Wealth Builders, Inc.
DECREASED1,0791,305-226-17%$144.1K$119.1K-$25.0K2026-11-02
Buck Wealth Strategies, LLC
INCREASED1,037835+202+24%$92.1K$114.4K+$22.3K2026-10-28
Networth Advisors, LLC
INCREASED1,000581+419+72%$64.1K$110.3K+$46.2K2026-11-03
Laurel Wealth Advisors LLC
NEW775—+775——$85.5K—2026-10-27
Friedenthal Financial
DECREASED766860-94-11%$94.9K$84.5K-$10.4K2026-10-27
Balance Wealth Partners LLC
NEW704—+704——$77.6K—2026-10-27
JFS Wealth Advisors, LLC
UNCHANGED61961900%$68.3K$68.3K-$182026-11-03
Hoese & Co LLP
UNCHANGED48048000%$53.0K$53.0K-$152026-10-21
EPG Wealth Management LLC
UNCHANGED45445400%$50.1K$50.1K-$142026-11-03
Latitude Advisors, LLC
NEW402—+402——$44.3K—2026-10-27
Highline Wealth Partners LLC
DECREASED377399-22-6%$44.0K$41.6K-$2.4K2026-10-19
Larson Financial Group LLC
INCREASED374372+2+1%$41.1K$41.3K+$2172026-11-05
Lloyd Advisory Services, Llc.
INCREASED310295+15+5%$32.6K$34.2K+$1.6K2026-11-02
Mather Group, Llc.
INCREASED29011+279+2536%$1.2K$32.0K+$30.8K2026-10-14
Bank of New Hampshire
NEW256—+256——$28.2K—2026-10-06
Noble Wealth Management PBC
DECREASED2351,324-1,089-82%$146.1K$25.9K-$120.2K2026-10-01
Planning Strategies Inc.
UNCHANGED22122100%$24.4K$24.4K-$62026-10-02
Nvest Wealth Strategies, Inc.
INCREASED212108+104+96%$11.9K$23.4K+$11.5K2026-10-14
Keystone Financial Group, Inc.
INCREASED169129+40+31%$14.2K$18.7K+$4.5K2026-10-13
Physician Wealth Advisors, Inc.
INCREASED163161+2+1%$17.8K$18.0K+$1572026-10-20
Provenance Wealth Advisors, LLC
NEW150—+150——$16.5K—2026-10-30
Murphy & Mullick Capital Management Corp
UNCHANGED14514500%$16.0K$16.0K-$52026-11-02
Birch Financial Group, LLC
NEW144—+144——$15.9K—2026-10-27
Asset Management One Co., Ltd.
UNCHANGED12912900%$14.2K$14.2K-$42026-10-27
Bulwark Capital Corp
UNCHANGED11911900%$13.1K$13.1K-$42026-10-13
Mosley Wealth Management
UNCHANGED858500%$9.4K$9.4K-$132026-10-16
Financial Network Wealth Advisors LLC
UNCHANGED727200%$7.9K$7.9K-$22026-10-28
Cullen T Bankers, Inc.
NEW70—+70——$7.7K—2026-10-28
Asset Dedication, LLC
UNCHANGED646400%$7.1K$7.1K-$22026-11-03
Moisand Fitzgerald Tamayo, LLC
NEW60—+60——$6.6K—2026-10-15
Golden State Wealth Management, LLC
UNCHANGED545400%$6.0K$6.0K+$532026-11-02
Wealth Analytics Partners, LLC
NEW52—+52——$5.7K—2026-10-19
Nova Financial LLC
NEW40—+40——$4.4K—2026-11-04
Creative Financial Designs Inc
UNCHANGED393900%$4.3K$4.3K-$22026-11-04
Rakuten Securities, Inc.
INCREASED351+34+3400%$110$3.9K+$3.8K2026-11-02
Pflug Koory, LLC
UNCHANGED353500%$3.9K$3.9K-$12026-10-26
Phillip James Consulting Co.
NEW25—+25——$2.8K—2026-11-03
Team Financial Group, LLC
NEW22—+22——$2.4K—2026-10-30
EverSource Wealth Advisors, LLC
DECREASED1421-7-33%$2.3K$1.5K-$7732026-11-04
Key FInancial Inc
DECREASED1326-13-50%$2.8K$1.4K-$1.4K2026-11-02
Blue Trust, Inc.
UNCHANGED121200%$1.3K$1.3K+$122026-10-15
PayPay Securities Corp
INCREASED97+2+29%$772$993+$2212026-10-27
Blueline Advisors LLC
UNCHANGED6600%$663$662-$12026-10-15
Lanark Financial, Inc.
NEW5—+5——$552—2026-10-26
Cordgrass Capital Advisors, LLC
UNCHANGED3300%$331$331$02026-10-30
Wolff Wiese Magana LLC
UNCHANGED3300%$332$331-$12026-10-15
Heck Capital Advisors, LLC
CLOSED038,051-38,051-100%$4.2M$0-$4.2M2026-10-14
Walker Financial Services, Inc.
CLOSED035,541-35,541-100%$3.9M$0-$3.9M2026-10-26
TBH Global Asset Management, LLC
CLOSED025,951-25,951-100%$2.9M$0-$2.9M2026-11-03
ATX Financial Planning, LLC
CLOSED018,289-18,289-100%$2.0M$0-$2.0M2026-10-14
Elevation Capital Advisory, LLC
CLOSED08,366-8,366-100%$923.2K$0-$923.2K2026-10-29
Beacon Capital Management, Inc.
CLOSED05,933-5,933-100%$654.7K$0-$654.7K2026-10-13
Brady Family Wealth, LLC
CLOSED03,577-3,577-100%$394.7K$0-$394.7K2026-11-02
RDA Financial Network
CLOSED02,724-2,724-100%$300.6K$0-$300.6K2026-10-15
True Link Financial Advisors, LLC
CLOSED02,555-2,555-100%$282.0K$0-$282.0K2026-10-27
Clear Creek Financial Management, LLC
CLOSED02,424-2,424-100%$267.5K$0-$267.5K2026-10-28
Capital Investment Advisory Services, LLC
CLOSED02,406-2,406-100%$265.5K$0-$265.5K2026-10-30
Stewardship Concepts Financial Services LLC
CLOSED02,391-2,391-100%$263.8K$0-$263.8K2026-10-06
55 North Private Wealth, LLC
CLOSED02,263-2,263-100%$249.7K$0-$249.7K2026-10-20
Howard Bailey Securities, LLC
CLOSED02,236-2,236-100%$246.7K$0-$246.7K2026-10-27
Private Client Services, LLC
CLOSED02,203-2,203-100%$243.1K$0-$243.1K2026-10-02
Accelerate Investment Advisors LLC
CLOSED02,082-2,082-100%$229.8K$0-$229.8K2026-11-02
GC Wealth Management RIA, LLC
CLOSED01,999-1,999-100%$220.6K$0-$220.6K2026-11-02
Sovran Advisors, LLC
CLOSED01,932-1,932-100%$213.2K$0-$213.2K2026-11-02
NorthCrest Asset Manangement, LLC
CLOSED01,931-1,931-100%$212.7K$0-$212.7K2026-10-13
Obsidian CIO, LLC
CLOSED01,741-1,741-100%$192.2K$0-$192.2K2026-11-05
Stone House Investment Management, LLC
CLOSED0718-718-100%$79.2K$0-$79.2K2026-10-23
RHL Group, LLC
CLOSED0568-568-100%$62.5K$0-$62.5K2026-11-04
International Assets Investment Management, LLC
CLOSED0317-317-100%$34.9K$0-$34.9K2026-11-02
Simplex Trading, LLC
CLOSED059-59-100%$6.5K$0-$6.5K2026-11-04
Robinswood Financial LLC
CLOSED042-42-100%$4.6K$0-$4.6K2026-10-20
Signature Resources Capital Management, LLC
CLOSED022-22-100%$2.4K$0-$2.4K2026-10-16
SYM Financial Corp
CLOSED022-22-100%$2.4K$0-$2.4K2026-10-26
Breakwater Investment Management
CLOSED010-10-100%$1.1K$0-$1.1K2026-10-20
Founders Capital Management
CLOSED01-1-100%$110$0-$1102026-10-13
BlackRock, Inc.
N/A—18,148,134-18,148,134-100%$2.0B———
Morgan Stanley
N/A—5,415,604-5,415,604-100%$597.6M———
Wells Fargo & Company
N/A—4,646,794-4,646,794-100%$512.8M———
LPL Financial LLC
N/A—3,934,832-3,934,832-100%$434.2M———
Bank of America Corp
N/A—3,198,846-3,198,846-100%$353.0M———
Wealthfront Advisers LLC
N/A—2,133,613-2,133,613-100%$235.4M———
Wealthspire Retirement, LLC
N/A—1,478,117-1,478,117-100%$162.9M———
Raymond James Financial Inc
N/A—1,445,040-1,445,040-100%$159.5M———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—1,444,594-1,444,594-100%$159.5M———
UBS Group AG
N/A—1,399,431-1,399,431-100%$154.4M———
JPMorgan Chase & Co
N/A—1,380,764-1,380,764-100%$152.4M———
Royal Bank of Canada
N/A—1,298,292-1,298,292-100%$143.3M———
Envestnet Asset Management Inc
N/A—1,019,769-1,019,769-100%$112.5M———
Ameriprise Financial Inc
N/A—1,001,611-1,001,611-100%$110.5M———
Ausdal Financial Partners, Inc.
N/A—817,426-817,426-100%$90.2M———
Stifel Financial Corp
N/A—672,540-672,540-100%$74.2M———
Betterment LLC
N/A—599,791-599,791-100%$66.2M———
Rockefeller Capital Management L.P.
N/A—589,227-589,227-100%$65.0M———
Foundations Investment Advisors, LLC
N/A—587,723-587,723-100%$64.9M———
Cetera Investment Advisers
N/A—528,797-528,797-100%$58.4M———
Arax Advisory Partners
N/A—495,679-495,679-100%$54.7M———
Acorns Advisers, LLC
N/A—493,047-493,047-100%$54.4M———
FIL Ltd
N/A—481,633-481,633-100%$53.1M———
Goldman Sachs Group Inc
N/A—452,880-452,880-100%$50.0M———
AQR Capital Management LLC
N/A—436,816-436,816-100%$48.2M———
Hansen & Associates Financial Group, Inc.
N/A—427,909-427,909-100%$47.1M———
Penserra Capital Management LLC
N/A—422,712-422,712-100%$46.6M———
LaSalle St. Investment Advisors, LLC
N/A—414,903-414,903-100%$45.8M———
Global Retirement Partners, LLC
N/A—386,432-386,432-100%$42.6M———
BNP Paribas Financial Markets
N/A—377,443-377,443-100%$41.7M———
O'shaughnessy Asset Management, LLC
N/A—375,442-375,442-100%$41.4M———
MML Investors Services, LLC
N/A—368,101-368,101-100%$40.6M———
Bank of Nova Scotia
N/A—364,255-364,255-100%$40.5M———
Banco Santander, S.A.
N/A—350,783-350,783-100%$38.7M———
Bulltick Wealth Management, LLC
N/A—347,973-347,973-100%$38.4M———
Cerity Partners LLC
N/A—342,210-342,210-100%$37.8M———
Advisory Services Network, LLC
N/A—295,245-295,245-100%$32.6M———
Osaic Holdings, Inc.
N/A—276,343-276,343-100%$30.5M———
Family Manage LLC
N/A—269,055-269,055-100%$29.7M———
Modern Wealth Management, LLC
N/A—266,847-266,847-100%$29.4M———
Allred Capital Management, LLC
N/A—261,023-261,023-100%$28.8M———
Janney Montgomery Scott LLC
N/A—257,114-257,114-100%$28.4M———
Zevin Asset Management LLC
N/A—244,953-244,953-100%$27.0M———
Focus Partners Wealth
N/A—240,783-240,783-100%$26.6M———
Alpha Zero LLC
N/A—233,407-233,407-100%$25.7M———
HighTower Advisors, LLC
N/A—215,968-215,968-100%$23.8M———
Mariner, LLC
N/A—196,256-196,256-100%$21.7M———
M. Kulyk & Associates, LLC
N/A—182,329-182,329-100%$20.1M———
HSBC Holdings PLC
N/A—178,734-178,734-100%$19.7M———
Strategic Wealth Partners, Ltd.
N/A—175,051-175,051-100%$19.3M———
Northwest Quadrant Wealth Management, LLC
N/A—174,316-174,316-100%$19.2M———
Northwestern Mutual Wealth Management Co
N/A—170,581-170,581-100%$18.8M———
Highland Investment Advisors LLC
N/A—162,201-162,201-100%$17.9M———
Sierra Legacy Group
N/A—161,125-161,125-100%$17.8M———
Financial Engines Advisors L.L.C.
N/A—155,977-155,977-100%$17.2M———
NewEdge Advisors, LLC
N/A—149,301-149,301-100%$16.5M———
Sumitomo Mitsui Financial Group, Inc.
N/A—148,967-148,967-100%$16.4M———
Silicon Valley Capital Partners
N/A—143,321-143,321-100%$15.8M———
NerdWallet Wealth Partners, LLC
N/A—141,289-141,289-100%$15.6M———
Beacon Pointe Advisors, LLC
N/A—135,360-135,360-100%$14.9M———
Smithfield Trust Co
N/A—132,973-132,973-100%$14.7M———
Summit Financial, LLC
N/A—126,844-126,844-100%$14.0M———
Equitable Holdings, Inc.
N/A—118,070-118,070-100%$13.0M———
Wealthspire Advisors, LLC
N/A—114,598-114,598-100%$12.6M———
Trajan Wealth LLC
N/A—111,465-111,465-100%$12.3M———
Itau Unibanco Holding S.A.
N/A—108,400-108,400-100%$12.0M———
Mayport, LLC
N/A—105,261-105,261-100%$11.6M———
Winch Advisory Services, LLC
N/A—99,681-99,681-100%$11.0M———
Farringdon Capital, Ltd.
N/A—95,088-95,088-100%$10.5M———
Vernal Point Advisors, LLC
N/A—93,669-93,669-100%$10.3M———
Aegis Wealth Management LLC
N/A—93,023-93,023-100%$10.3M———
Steward Partners Investment Advisory, LLC
N/A—92,578-92,578-100%$10.2M———
Jones Financial Companies Lllp
N/A—86,351-86,351-100%$9.5M———
Arete Wealth Advisors, LLC
N/A—85,670-85,670-100%$9.5M———
Integrated Wealth Concepts LLC
N/A—84,575-84,575-100%$9.3M———
Prudential PLC
N/A—82,795-82,795-100%$9.1M———
CVA Family Office, LLC
N/A—81,389-81,389-100%$9.0M———
VanWeelden Wealth Management, LLC
N/A—78,692-78,692-100%$8.7M———
Morris Financial Concepts, Inc.
N/A—78,289-78,289-100%$8.6M———
Susquehanna International Group, LLP
N/A—77,386-77,386-100%$8.5M———
United Bank
N/A—71,909-71,909-100%$7.9M———
Main Street Financial Solutions, LLC
N/A—70,323-70,323-100%$7.8M———
Adaptive Financial Consulting, LLC
N/A—68,707-68,707-100%$7.6M———
Bank of Montreal
N/A—68,498-68,498-100%$7.6M———
Sanctuary Advisors, LLC
N/A—67,991-67,991-100%$7.5M———
Ironwood Investment Management LLC
N/A—67,806-67,806-100%$7.5M———
SG Americas Securities, LLC
N/A—67,536-67,536-100%$7.5M———
Old Mission Capital LLC
N/A—65,813-65,813-100%$7.3M———
Hilltop Holdings Inc.
N/A—65,516-65,516-100%$7.2M———
GatePass Capital, LLC
N/A—63,950-63,950-100%$7.1M———
Mutual Advisors, LLC
N/A—62,276-62,276-100%$6.9M———
Partners Capital Investment Group, LLP
N/A—58,476-58,476-100%$6.5M———
a16z Perennial Management, L.P.
N/A—58,374-58,374-100%$6.4M———
Schroder Investment Management Group
N/A—57,793-57,793-100%$6.4M———
Jane Street Group, LLC
N/A—51,791-51,791-100%$5.7M———
Scotia Capital Inc.
N/A—51,635-51,635-100%$5.7M———
Alexander Labrunerie & Co., Inc.
N/A—50,399-50,399-100%$5.6M———
Luminist Capital LLC
N/A—50,283-50,283-100%$5.5M———
Gould Asset Management LLC
N/A—47,941-47,941-100%$5.3M———
GTS Securities LLC
N/A—47,371-47,371-100%$5.2M———
Orion Porfolio Solutions, LLC
N/A—46,638-46,638-100%$5.1M———
Financial Plan, Inc.
N/A—46,426-46,426-100%$5.1M———
Dover Advisors, LLC
N/A—45,490-45,490-100%$5.0M———
MAI Capital Management
N/A—42,669-42,669-100%$4.7M———
EFG International AG
N/A—40,581-40,581-100%$4.5M———
American Investment Services, Inc.
N/A—39,336-39,336-100%$4.3M———
Wealth Alliance, LLC
N/A—38,804-38,804-100%$4.3M———
Principal Securities, Inc.
N/A—37,573-37,573-100%$4.1M———
Westview Management dba Westview Investment Advisors
N/A—37,159-37,159-100%$4.1M———
Advisory Research Inc
N/A—37,117-37,117-100%$4.1M———
Insigneo Advisory Services, LLC
N/A—36,028-36,028-100%$4.0M———
Pinnacle Financial Partners, Inc.
N/A—35,298-35,298-100%$3.9M———
Cambient Family Office, LLC
N/A—34,898-34,898-100%$3.9M———
Cary Street Partners Financial LLC
N/A—34,737-34,737-100%$3.8M———
NewEdge Wealth, LLC
N/A—34,595-34,595-100%$3.8M———
AE Wealth Management LLC
N/A—34,470-34,470-100%$3.8M———
Alexis Investment Partners, LLC
N/A—32,973-32,973-100%$3.6M———
Captrust Financial Advisors
N/A—31,453-31,453-100%$3.5M———
Lowe Brockenbrough & Co Inc
N/A—30,772-30,772-100%$3.4M———
Mercer Global Advisors Inc
N/A—30,676-30,676-100%$3.4M———
Camarda Financial Advisors, LLC
N/A—30,367-30,367-100%$3.4M———
Regal Investment Advisors LLC
N/A—29,351-29,351-100%$3.2M———
Mmbg Investment Advisors Co.
N/A—29,110-29,110-100%$3.2M———
Hudson Portfolio Management LLC
N/A—28,310-28,310-100%$3.1M———
Private Advisor Group, LLC
N/A—27,494-27,494-100%$3.0M———
Tower Research Capital LLC (TRC)
N/A—27,241-27,241-100%$3.0M———
Marex Group Ltd
N/A—26,634-26,634-100%$2.9M———
Institute for Wealth Management, Llc.
N/A—26,357-26,357-100%$2.9M———
Destination Wealth Management
N/A—26,339-26,339-100%$2.9M———
Ethos Financial Group, LLC
N/A—25,493-25,493-100%$2.8M———
Great Valley Advisor Group, Inc.
N/A—25,467-25,467-100%$2.8M———
Impact Partnership Wealth, LLC
N/A—25,228-25,228-100%$2.8M———
Heartland Bank & Trust Co
N/A—25,153-25,153-100%$2.8M———
Argent Advisors, Inc.
N/A—24,642-24,642-100%$2.7M———
GWN Securities Inc.
N/A—24,628-24,628-100%$2.7M———
Delta Investment Management, LLC
N/A—24,523-24,523-100%$2.7M———
Proficio Capital Partners LLC
N/A—23,995-23,995-100%$2.6M———
&partners
N/A—23,277-23,277-100%$2.6M———
Alliancebernstein L.P.
N/A—23,212-23,212-100%$2.6M———
Blair William & Co
N/A—22,909-22,909-100%$2.5M———
Shepherd Kaplan Krochuk, LLC
N/A—22,811-22,811-100%$2.5M———
United Capital Financial Advisors, LLC
N/A—22,668-22,668-100%$2.5M———
CreativeOne Wealth, LLC
N/A—22,487-22,487-100%$2.5M———
Mission Creek Capital Partners, Inc.
N/A—20,712-20,712-100%$2.3M———
Waverly Advisors, LLC
N/A—20,482-20,482-100%$2.3M———
Ameritas Advisory Services, LLC
N/A—20,019-20,019-100%$2.2M———
Western Wealth Management, LLC
N/A—19,408-19,408-100%$2.1M———
Birchcreek Wealth Management, LLC
N/A—19,069-19,069-100%$2.1M———
Flow Traders U.S. LLC
N/A—18,329-18,329-100%$2.0M———
Centaurus Financial, Inc.
N/A—17,948-17,948-100%$2.0M———
Legacy Wealth Advisors, LLC
N/A—17,054-17,054-100%$1.9M———
Calton & Associates, Inc.
N/A—16,284-16,284-100%$1.8M———
Cadia Private Client LLC
N/A—16,154-16,154-100%$1.8M———
HFG Advisors, Inc.
N/A—15,811-15,811-100%$1.7M———
WCG Wealth Advisors LLC
N/A—15,560-15,560-100%$1.7M———
Pathstone Holdings, LLC
N/A—15,390-15,390-100%$1.7M———
Canal Capital Management, LLC
N/A—15,245-15,245-100%$1.7M———
IFG Advisory, LLC
N/A—14,990-14,990-100%$1.7M———
SVB Wealth LLC
N/A—14,925-14,925-100%$1.6M———
LM Advisors LLC
N/A—14,050-14,050-100%$1.6M———
Snowden Capital Advisors LLC
N/A—14,041-14,041-100%$1.5M———
Legacy Wealth Managment, LLC
N/A—13,898-13,898-100%$1.5M———
Wick Capital Partners, LLC
N/A—13,630-13,630-100%$1.5M———
Coppell Advisory Solutions LLC
N/A—13,593-13,593-100%$3.9M———
World Investment Advisors
N/A—13,543-13,543-100%$1.5M———
Intellus Advisors LLC
N/A—13,536-13,536-100%$1.5M———
Savant Capital, LLC
N/A—13,352-13,352-100%$1.5M———
OneDigital Investment Advisors LLC
N/A—12,605-12,605-100%$1.4M———
Level Four Advisory Services, LLC
N/A—12,526-12,526-100%$1.4M———
TRU Independence Asset Management 2, LLC
N/A—12,494-12,494-100%$1.4M———
Authentikos Wealth Advisory, LLC
N/A—12,459-12,459-100%$1.4M———
Lowery Thomas, LLC
N/A—12,428-12,428-100%$1.4M———
Atomic Invest LLC
N/A—12,235-12,235-100%$1.3M———
Sierra Capital LLC
N/A—12,042-12,042-100%$1.3M———
Silver OAK Securities, Incorporated
N/A—12,009-12,009-100%$1.3M———
Estate Counselors, LLC
N/A—11,905-11,905-100%$1.3M———
Allworth Financial LP
N/A—11,874-11,874-100%$1.3M———
Money Concepts Capital Corp
N/A—11,825-11,825-100%$1.3M———
Advisory Alpha, LLC
N/A—11,697-11,697-100%$1.3M———
Federation des caisses Desjardins du Quebec
N/A—11,464-11,464-100%$1.3M———
Brown Advisory Inc
N/A—11,177-11,177-100%$1.2M———
One Capital Management, LLC
N/A—11,118-11,118-100%$1.2M———
Focus Partners Advisor Solutions, LLC
N/A—11,022-11,022-100%$1.2M———
Darden Wealth Group Inc
N/A—10,909-10,909-100%$1.2M———
Charles Schwab Investment Management Inc
N/A—10,824-10,824-100%$1.2M———
Leavell Investment Management, Inc.
N/A—10,807-10,807-100%$1.2M———
Stonebridge Financial Group, LLC
N/A—10,794-10,794-100%$1.2M———
National Bank of Canada
N/A—10,627-10,627-100%$1.2M———
Crews Bank & Trust
N/A—10,571-10,571-100%$1.2M———
Sequoia Financial Advisors, LLC
N/A—10,335-10,335-100%$1.1M———
Savvy Advisors, Inc.
N/A—9,806-9,806-100%$1.1M———
EP Wealth Advisors, LLC
N/A—9,586-9,586-100%$1.1M———
Arkadios Wealth Advisors
N/A—9,572-9,572-100%$1.1M———
First American Trust, FSB
N/A—9,545-9,545-100%$1.1M———
Baird Financial Group, Inc.
N/A—9,414-9,414-100%$1.0M———
Arkos Global Advisors
N/A—9,248-9,248-100%$1.0M———
Nomura Asset Management Co LTD
N/A—9,235-9,235-100%$1.0M———
Kovack Advisors, Inc.
N/A—9,149-9,149-100%$1.0M———
HighPoint Advisor Group LLC
N/A—8,915-8,915-100%$983.8K———
Whittier Trust Co
N/A—8,872-8,872-100%$976.9K———
KDT Advisors, LLC
N/A—8,659-8,659-100%$955.5K———
Keel Point, LLC
N/A—8,487-8,487-100%$936.5K———
First Wilshire Securities Management Inc
N/A—8,357-8,357-100%$922.2K———
Plum Street Advisors, LLC
N/A—8,304-8,304-100%$916.3K———
Fortis Advisors, LLC
N/A—8,302-8,302-100%$916.1K———
Sovereign Financial Group, Inc.
N/A—8,211-8,211-100%$906.1K———
Kingsview Wealth Management, LLC
N/A—8,098-8,098-100%$893.6K———
Vista Capital Partners, Inc.
N/A—7,952-7,952-100%$877.5K———
Sandy Cove Advisors, LLC
N/A—7,871-7,871-100%$868.6K———
Trustmark Bank Trust Department
N/A—7,711-7,711-100%$850.9K———
Retirement Capital Strategies
N/A—7,651-7,651-100%$844.3K———
Keebeck Wealth Management
N/A—7,579-7,579-100%$836.3K———
Alaska Permanent Capital Management, LLC
N/A—7,574-7,574-100%$835.7K———
Allianz SE
N/A—7,439-7,439-100%$820.9K———
Core Wealth Advisors, Inc.
N/A—7,417-7,417-100%$818.5K———
Blalock Williams, LLC
N/A—7,325-7,325-100%$808.3K———
Thompson David Blair
N/A—7,299-7,299-100%$805.4K———
WealthTrak Capital Management LLC
N/A—7,236-7,236-100%$798.5K———
Presidio Capital Management, LLC
N/A—7,158-7,158-100%$789.9K———
Envestnet Portfolio Solutions, Inc.
N/A—6,991-6,991-100%$771.5K———
Gateway Wealth Partners, LLC
N/A—6,898-6,898-100%$761.2K———
Gotham Asset Management, LLC
N/A—6,539-6,539-100%$721.6K———
Geometric Wealth Advisors
N/A—6,515-6,515-100%$718.9K———
Roble, Belko & Company, Inc
N/A—6,425-6,425-100%$709.0K———
Aptus Capital Advisors, LLC
N/A—6,244-6,244-100%$689.0K———
Shared Vision Wealth Group LLC
N/A—6,239-6,239-100%$688.5K———
Mayflower Financial Advisors, LLC
N/A—6,050-6,050-100%$667.6K———
Nuveen, LLC
N/A—5,902-5,902-100%$651.3K———
CIBC World Market Inc.
N/A—5,771-5,771-100%$636.8K———
IMA Advisory Services, Inc.
N/A—5,690-5,690-100%$628.0K———
Clearstead Advisors, LLC
N/A—5,511-5,511-100%$608.1K———
Ceeto Capital Group, LLC
N/A—5,500-5,500-100%$607.0K———
Boston Family Office LLC
N/A—5,485-5,485-100%$605.0K———
Freestone Capital Holdings, LLC
N/A—5,433-5,433-100%$599.6K———
AFT, Forsyth & Company, Inc.
N/A—5,246-5,246-100%$578.9K———
VestGen Investment Management
N/A—5,110-5,110-100%$563.9K———
Stratos Wealth Partners, Ltd.
N/A—4,865-4,865-100%$536.9K———
LWM Advisory Services, LLC
N/A—4,778-4,778-100%$527.3K———
Chesapeake Wealth Management
N/A—4,765-4,765-100%$525.8K———
Sfmg, LLC
N/A—4,536-4,536-100%$500.5K———
NorthRock Partners, LLC
N/A—4,522-4,522-100%$499.0K———
Argent Trust Co
N/A—4,507-4,507-100%$497.3K———
Gallagher Fiduciary Advisors, LLC
N/A—4,346-4,346-100%$479.5K———
Raelipskie Partnership
N/A—4,200-4,200-100%$463.5K———
Nwam LLC
N/A—4,061-4,061-100%$448.1K———
Huntington National Bank
N/A—4,057-4,057-100%$447.7K———
Composition Wealth, LLC
N/A—4,026-4,026-100%$444.2K———
Fiducient Advisors LLC
N/A—4,012-4,012-100%$442.7K———
PNC Financial Services Group, Inc.
N/A—3,808-3,808-100%$420.2K———
Goepper Burkhardt LLC
N/A—3,732-3,732-100%$411.8K———
LifePlan Investment Advisors, Inc.
N/A—3,652-3,652-100%$403.0K———
Quantinno Capital Management LP
N/A—3,434-3,434-100%$378.9K———
Schrum Private Wealth Management LLC
N/A—3,349-3,349-100%$370.0K———
Dopkins Wealth Management, LLC
N/A—3,261-3,261-100%$359.9K———
Strategic Financial Partners, Ltd.
N/A—3,187-3,187-100%$351.7K———
Tortoise Investment Management, LLC
N/A—3,170-3,170-100%$349.8K———
Transcend Capital Advisors, LLC
N/A—3,111-3,111-100%$343.3K———
M&T Bank Corp
N/A—3,100-3,100-100%$342.1K———
JTC Employer Solutions Trustee Ltd
N/A—2,882-2,882-100%$318.0K———
Clarity Financial LLC
N/A—2,807-2,807-100%$309.8K———
Northern Trust Corp
N/A—2,802-2,802-100%$309.2K———
Voya Financial Advisors, Inc.
N/A—2,791-2,791-100%$308.0K———
Entelevest, LLC
N/A—2,744-2,744-100%$302.8K———
Alesco Advisors, LLC, An ESL Co
N/A—2,675-2,675-100%$295.2K———
Rehmann Capital Advisory Group
N/A—2,518-2,518-100%$277.9K———
Fortis Group Advisors, LLC
N/A—2,512-2,512-100%$277.2K———
Vermillion & White Wealth Management Group, LLC
N/A—2,450-2,450-100%$270.4K———
Chatterton & Associates Inc.
N/A—2,408-2,408-100%$265.2K———
Gladstone Institutional Advisory LLC
N/A—2,376-2,376-100%$262.2K———
Boreal Capital Management LLC
N/A—2,366-2,366-100%$261.1K———
Jennison Associates LLC
N/A—2,355-2,355-100%$259.8K———
Cunning Capital Partners, LP
N/A—2,300-2,300-100%$254.0K———
Independent Advisor Alliance
N/A—2,259-2,259-100%$249.3K———
Two Sigma Securities, LLC
N/A—2,125-2,125-100%$234.5K———
Summit Wealth Partners, LLC
N/A—2,107-2,107-100%$232.5K———
Daner Wealth Management, LLC
N/A—2,100-2,100-100%$231.4K———
Significant Wealth Partners LLC
N/A—2,065-2,065-100%$227.9K———
Madison Wealth Partners, Inc
N/A—2,041-2,041-100%$225.2K———
Wealth Management Associates, Inc.
N/A—2,000-2,000-100%$220.7K———
Crabel Capital Management, LLC
N/A—1,996-1,996-100%$220.3K———
Maridea Wealth Management LLC
N/A—1,845-1,845-100%$203.6K———
Silver OAK Wealth Advisors Services, LLC
N/A—1,833-1,833-100%$202.3K———
GeoWealth Management, LLC
N/A—1,744-1,744-100%$192.5K———
FMR LLC
N/A—1,613-1,613-100%$178.0K———
Geneos Wealth Management Inc.
N/A—1,557-1,557-100%$171.8K———
Banque Cantonale Vaudoise
N/A—1,257-1,257-100%$139.0K———
WealthShield Partners, LLC
N/A—1,104-1,104-100%$121.8K———
Gould Capital, LLC
N/A—1,007-1,007-100%$111.1K———
Dunhill Financial, LLC
N/A—961-961-100%$106.1K———
Front Row Advisors LLC
N/A—939-939-100%$103.5K———
Bitterroot Capital Advisors LLC
N/A—922-922-100%$101.8K———
Continuum Advisory, LLC
N/A—880-880-100%$97.1K———
Anchor Investment Management, LLC
N/A—846-846-100%$93.4K———
Lazard Asset Management LLC
N/A—727-727-100%$80.2K———
Bessemer Group Inc
N/A—689-689-100%$76.0K———
Smartleaf Asset Management LLC
N/A—568-568-100%$62.7K———
C M Bidwell & Associates LTD
N/A—526-526-100%$58.0K———
Franklin Resources Inc
N/A—516-516-100%$56.9K———
Purpose Unlimited Inc.
N/A—402-402-100%$45.1K———
Harbour Investments, Inc.
N/A—397-397-100%$43.8K———
Rothschild Investment LLC
N/A—366-366-100%$40.4K———
BFC Planning, Inc.
N/A—349-349-100%$38.5K———
Horizon Kinetics Asset Management LLC
N/A—338-338-100%$37.3K———
Godfrey Financial Associates, Inc.
N/A—326-326-100%$36.0K———
Fiduciary Financial Advisors
N/A—309-309-100%$34.1K———
SOA Wealth Advisors, Llc.
N/A—306-306-100%$33.8K———
Tidemark, LLC
N/A—271-271-100%$29.9K———
Dogwood Wealth Management LLC
N/A—270-270-100%$29.8K———
Aventura Private Wealth, LLC
N/A—200-200-100%$22.1K———
Crewe Advisors LLC
N/A—176-176-100%$19.4K———
UBS Asset Management Americas LLC
N/A—161-161-100%$17.8K———
Cary Street Partners Investment Advisory LLC
N/A—135-135-100%$14.9K———
Cardiff Park Advisors, LLC
N/A—134-134-100%$14.8K———
Brown Brothers Harriman & Co
N/A—86-86-100%$9.5K———
Vanguard Advisers Inc
N/A—78-78-100%$8.7K———
Colonial Trust Advisors
N/A—70-70-100%$7.7K———
SouthState Bank Corp
N/A—42-42-100%$4.6K———
Integrity Financial Corp
N/A—29-29-100%$3.2K———
Richard W. Paul & Associates, LLC
N/A—27-27-100%$3.0K———
Park Place Capital Corp
N/A—18-18-100%$2.0K———
PMV Capital Advisers, LLC
N/A—18-18-100%$2.0K———
HFM Investment Advisors, LLC
N/A—17-17-100%$1.8K———
Timbuktu Capital Management, LLC
N/A—8-8-100%$883———
Windsor Advisory Group, LLC
N/A—6-6-100%$662———
Capital Advisor Network LLC
N/A—4-4-100%$441———
Vestwell Advisors, LLC
N/A—1-1-100%$141———
Russell Investments Group, Ltd.
N/A—1-1-100%$110———
Showing 786 of 786 institutions