IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishares Russell Top 200 Grow (IWY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares2,464,245 from 2,348,860
Change+115,385 (+5%)
Value$726.7M (+$44.1M)
Filed 2026-11-06
First Citizens Bank & Trust Co
DECREASED
Shares1,724,186 from 3,425,577
Change-1,701,391 (-50%)
Value$508.5M (-$487.1M)
Filed 2026-10-14
Commonwealth Equity Services, LLC
DECREASED
Shares790,751 from 828,066
Change-37,315 (-5%)
Value$233.2M (-$7.5M)
Filed 2026-11-02
Victory Financial Group, LLC
INCREASED
Shares467,852 from 453,284
Change+14,568 (+3%)
Value$138.0M (+$6.2M)
Filed 2026-10-27
Truist Financial Corp
INCREASED
Shares449,370 from 443,280
Change+6,090 (+1%)
Value$132.5M (+$3.7M)
Filed 2026-10-30
Lido Advisors, LLC
DECREASED
Shares390,307 from 402,312
Change-12,005 (-3%)
Value$115.1M (-$1.8M)
Filed 2026-11-04
Davenport & Co LLC
INCREASED
Shares380,899 from 310,652
Change+70,247 (+23%)
Value$112.3M (+$22.0M)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares353,364 from 352,122
Change+1,242 (+0%)
Value$104.2K (-$102.2M)
Filed 2026-11-02
Wilmington Savings Fund Society, FSB
DECREASED
Shares348,216 from 360,678
Change-12,462 (-3%)
Value$102.7M (-$2.1M)
Filed 2026-10-23
First Citizens Asset Management, Inc.
DECREASED
Shares288,689 from 296,224
Change-7,535 (-3%)
Value$85.1M (-$951.3K)
Filed 2026-11-06
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares254,067 from 255,752
Change-1,685 (-1%)
Value$74.9M (+$600.3K)
Filed 2026-11-04
SVB Wealth LLC
DECREASED
Shares253,280 from 294,116
Change-40,836 (-14%)
Value$74.7M (-$10.8M)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares242,612 from 239,884
Change+2,728 (+1%)
Value$71.5M (+$1.8M)
Filed 2026-11-02
Portfolio Strategies, Inc.
DECREASED
Shares223,820 from 227,020
Change-3,200 (-1%)
Value$66.0M (+$30.5K)
Filed 2026-11-06
Intelligence Driven Advisers, LLC
DECREASED
Shares200,044 from 205,851
Change-5,807 (-3%)
Value$59.0M (-$829.3K)
Filed 2026-10-09
Kingdom Financial Group Llc.
INCREASED
Shares191,121 from 181,309
Change+9,812 (+5%)
Value$56.4M (+$3.7M)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
INCREASED
Shares162,120 from 153,748
Change+8,372 (+5%)
Value$47.8M (+$3.1M)
Filed 2026-11-06
LifeWealth Investments, LLC
INCREASED
Shares143,533 from 140,725
Change+2,808 (+2%)
Value$42.3M (+$1.4M)
Filed 2026-10-21
ProVise Management Group, LLC
INCREASED
Shares138,289 from 137,347
Change+942 (+1%)
Value$40.8M (+$867.0K)
Filed 2026-11-06
Moneco Advisors, LLC
DECREASED
Shares131,439 from 149,208
Change-17,769 (-12%)
Value$38.8M (-$4.6M)
Filed 2026-11-05
Brookstone Capital Management
INCREASED
Shares124,129 from 115,100
Change+9,029 (+8%)
Value$36.6M (+$3.2M)
Filed 2026-10-22
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares123,951 from 134,581
Change-10,630 (-8%)
Value$36.6M (-$2.6M)
Filed 2026-10-14
Richard P Slaughter Associates Inc
DECREASED
Shares123,621 from 132,048
Change-8,427 (-6%)
Value$36.5M (-$1.9M)
Filed 2026-10-13
Sterling Capital Management LLC
DECREASED
Shares122,269 from 134,720
Change-12,451 (-9%)
Value$36.1M (-$3.1M)
Filed 2026-10-22
Howard Bailey Securities, LLC
INCREASED
Shares117,702 from 114,885
Change+2,817 (+2%)
Value$34.7M (+$1.3M)
Filed 2026-10-27
Compton Wealth Advisory Group, LLC
DECREASED
Shares116,360 from 117,409
Change-1,049 (-1%)
Value$34.4M (+$606.9K)
Filed 2026-10-13
Titleist Asset Management, LLC
INCREASED
Shares102,393 from 99,554
Change+2,839 (+3%)
Value$30.2M (+$1.3M)
Filed 2026-10-08
JSF Financial, LLC
INCREASED
Shares97,739 from 90,402
Change+7,337 (+8%)
Value$28.8M (+$2.6M)
Filed 2026-10-22
Merit Financial Group, LLC
DECREASED
Shares94,917 from 97,027
Change-2,110 (-2%)
Value$28.0M (-$206.1K)
Filed 2026-11-06
Valmark Advisers, Inc.
INCREASED
Shares88,934 from 87,978
Change+956 (+1%)
Value$26.2M (+$659.4K)
Filed 2026-11-06
IAG Wealth Partners, LLC
INCREASED
Shares87,934 from 40,968
Change+46,966 (+115%)
Value$25.9M (+$14.0M)
Filed 2026-11-06
RTD Financial Advisors, Inc.
INCREASED
Shares86,137 from 80,599
Change+5,538 (+7%)
Value$25.4M (+$2.0M)
Filed 2026-10-09
Fischer Financial Services, Inc.
DECREASED
Shares84,846 from 85,786
Change-940 (-1%)
Value$25.0M (+$90.5K)
Filed 2026-10-30
Key Capital Management, Inc
INCREASED
Shares81,811 from 71,128
Change+10,683 (+15%)
Value$24.1M (+$3.5M)
Filed 2026-11-03
Investors Research Corp
DECREASED
Shares81,409 from 81,693
Change-284 (0%)
Value$24.0M (+$266.7K)
Filed 2026-10-07
Montgomery Financial Services LLC
INCREASED
Shares77,152 from 74,091
Change+3,061 (+4%)
Value$22.8M (+$1.2M)
Filed 2026-11-03
Principal Financial Group Inc
DECREASED
Shares72,149 from 118,149
Change-46,000 (-39%)
Value$21.3M (-$13.1M)
Filed 2026-11-02
Simplicity Wealth,LLC
INCREASED
Shares68,357 from 65,838
Change+2,519 (+4%)
Value$20.2M (+$1.0M)
Filed 2026-10-23
Horst & Graben Wealth Management LLC
DECREASED
Shares68,072 from 69,778
Change-1,706 (-2%)
Value$20.1M (-$7.5K)
Filed 2026-11-02
Equity Wealth Partners, LLC
INCREASED
Shares65,118 from 64,297
Change+821 (+1%)
Value$19.2M (+$517.8K)
Filed 2026-10-26
Certified Advisory Corp
DECREASED
Shares64,333 from 65,757
Change-1,424 (-2%)
Value$19.0M (-$137.7K)
Filed 2026-10-29
Family Capital Management, Inc.
DECREASED
Shares63,271 from 64,584
Change-1,313 (-2%)
Value$18.7M (-$110.2K)
Filed 2026-11-03
Stonebridge Financial Planning Group, LLC
INCREASED
Shares61,023 from 60,541
Change+482 (+1%)
Value$18.0M (+$401.9K)
Filed 2026-11-06
Atwater Malick LLC
INCREASED
Shares60,092 from 59,374
Change+718 (+1%)
Value$17.7M (+$466.5K)
Filed 2026-10-15
Allworth Financial LP
INCREASED
Shares58,726 from 4,920
Change+53,806 (+1094%)
Value$17.1M (+$15.6M)
Filed 2026-11-06
Asset Allocation Strategies LLC
INCREASED
Shares58,001 from 54,215
Change+3,786 (+7%)
Value$17.1M (+$1.3M)
Filed 2026-10-20
Cosner Financial Group, LLC
INCREASED
Shares53,727 from 53,468
Change+259 (+0%)
Value$15.8M (+$305.9K)
Filed 2026-11-03
Prime Capital Investment Advisors, LLC
INCREASED
Shares51,949 from 51,573
Change+376 (+1%)
Value$15.3M (+$332.3K)
Filed 2026-10-20
CGC Financial Services, LLC
INCREASED
Shares50,224 from 47,947
Change+2,277 (+5%)
Value$14.8M (+$877.2K)
Filed 2026-10-13
McAdam, LLC
INCREASED
Shares49,443 from 49,227
Change+216 (+0%)
Value$14.6M (+$274.8K)
Filed 2026-10-21
Sculati Wealth Management, LLC
DECREASED
Shares48,332 from 60,965
Change-12,633 (-21%)
Value$14.4M (-$2.6M)
Filed 2026-10-19
Cornerstone Wealth, LLC
INCREASED
Shares48,143 from 42,197
Change+5,946 (+14%)
Value$13.5M (+$1.3M)
Filed 2026-10-28
Bluesphere Advisors LLC
DECREASED
Shares46,465 from 48,040
Change-1,575 (-3%)
Value$13.7M (-$258.4K)
Filed 2026-10-19
Wellington Grp LLC
INCREASED
Shares45,951 from 40,802
Change+5,149 (+13%)
Value$13.6M (+$1.7M)
Filed 2026-11-06
Yankcom Partnership
INCREASED
Shares45,830 from 41,218
Change+4,612 (+11%)
Value$13.5M (+$1.5M)
Filed 2026-10-15
Meridian Financial Partners LLC
INCREASED
Shares44,981 from 43,243
Change+1,738 (+4%)
Value$13.1M (+$628.4K)
Filed 2026-10-23
Bond & Devick Financial Network, Inc.
INCREASED
Shares43,198 from 42,216
Change+982 (+2%)
Value$12.7M (+$470.7K)
Filed 2026-10-23
Fifth Third Securities, Inc.
DECREASED
Shares40,117 from 43,048
Change-2,931 (-7%)
Value$11.8M (-$679.7K)
Filed 2026-10-21
Crumly & Associates Inc.
DECREASED
Shares40,090 from 40,226
Change-136 (0%)
Value$11.8M (+$132.5K)
Filed 2026-10-07
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares39,607 from 39,277
Change+330 (+1%)
Value$11.7M (+$265.9K)
Filed 2026-10-20
Wealthcare Advisory Partners LLC
INCREASED
Shares37,348 from 34,206
Change+3,142 (+9%)
Value$11.0M (+$1.1M)
Filed 2026-10-21
Hidden Cove Wealth Management, LLC
DECREASED
Shares37,313 from 69,390
Change-32,077 (-46%)
Value$11.0M (-$9.2M)
Filed 2026-10-19
Sunrise Financial Services, LLC
INCREASED
Shares36,402 from 33,346
Change+3,056 (+9%)
Value$10.7M (+$1.0M)
Filed 2026-10-21
Mezzasalma Advisors, LLC
INCREASED
Shares34,732 from 32,471
Change+2,261 (+7%)
Value$5.8M (+$4.8K)
Filed 2026-10-14
Providence Financial Advisors, LLC
INCREASED
Shares33,165 from 30,416
Change+2,749 (+9%)
Value$9.8M (+$941.1K)
Filed 2026-11-06
Burns Matteson Capital Management, LLC
DECREASED
Shares31,929 from 32,859
Change-930 (-3%)
Value$9.4M (-$133.5K)
Filed 2026-10-16
IFS Advisors, LLC
NEW
Shares31,444
Change+31,444
Value$9.3M
Filed 2026-10-14
Oak Harvest Investment Services
DECREASED
Shares31,044 from 31,172
Change-128 (0%)
Value$9.2M (+$95.7K)
Filed 2026-10-20
Processus Wealth & Capital Management, LLC
DECREASED
Shares29,274 from 30,982
Change-1,708 (-6%)
Value$8.6M (-$370.8K)
Filed 2026-10-16
Harbor Investment Advisory, LLC
DECREASED
Shares28,544 from 29,392
Change-848 (-3%)
Value$8.4M (-$124.0K)
Filed 2026-10-13
Capital Asset Advisory Services LLC
DECREASED
Shares27,268 from 28,440
Change-1,172 (-4%)
Value$7.7M (-$565.5K)
Filed 2026-10-30
Basso Capital Management, L.P.
DECREASED
Shares27,099 from 29,496
Change-2,397 (-8%)
Value$8.0M (-$580.4K)
Filed 2026-10-30
Everest Financial Group LLC
DECREASED
Shares25,671 from 27,633
Change-1,962 (-7%)
Value$7.6M (-$460.0K)
Filed 2026-11-06
Elevation Capital Advisory, LLC
DECREASED
Shares24,938 from 49,647
Change-24,709 (-50%)
Value$7.4M (-$7.1M)
Filed 2026-10-29
Perigon Wealth Management, LLC
INCREASED
Shares24,333 from 23,285
Change+1,048 (+5%)
Value$7.2M (+$409.1K)
Filed 2026-10-22
Creative Planning
INCREASED
Shares24,256 from 22,952
Change+1,304 (+6%)
Value$7.2M (+$483.1K)
Filed 2026-11-02
IFP Advisors, Inc
DECREASED
Shares23,996 from 24,854
Change-858 (-3%)
Value$7.1M (-$146.4K)
Filed 2026-10-16
626 Financial, LLC
DECREASED
Shares23,862 from 27,291
Change-3,429 (-13%)
Value$7.0M (-$894.2K)
Filed 2026-11-04
Carolina Wealth Management Inc
INCREASED
Shares23,215 from 15,714
Change+7,501 (+48%)
Value$6.8M (+$2.3M)
Filed 2026-10-29
Foronjy Financial LLC
DECREASED
Shares22,797 from 25,094
Change-2,297 (-9%)
Value$6.7M (-$569.8K)
Filed 2026-10-14
Financial Partners Group, Inc
DECREASED
Shares22,459 from 22,890
Change-431 (-2%)
Value$6.6M (-$29.0K)
Filed 2026-10-19
Waldron Private Wealth LLC
DECREASED
Shares22,072 from 22,078
Change-6 (0%)
Value$6.5M (+$92.9K)
Filed 2026-11-02
US Bancorp \de\
DECREASED
Shares21,837 from 22,269
Change-432 (-2%)
Value$6.4M (-$32.8K)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares21,576 from 20,757
Change+819 (+4%)
Value$6.4M (+$330.8K)
Filed 2026-10-08
Cooper Financial Group
INCREASED
Shares20,836 from 14,671
Change+6,165 (+42%)
Value$6.1M (+$1.9M)
Filed 2026-10-07
Milestone Investment Advisors LLC
DECREASED
Shares19,729 from 19,964
Change-235 (-1%)
Value$5.8M (+$16.3K)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
INCREASED
Shares19,691 from 18,076
Change+1,615 (+9%)
Value$5.8M (+$553.9K)
Filed 2026-10-16
Samalin Investment Counsel, LLC
INCREASED
Shares19,278 from 18,598
Change+680 (+4%)
Value$5.7M (+$280.4K)
Filed 2026-10-23
Onyx Bridge Wealth Group LLC
INCREASED
Shares18,720 from 17,437
Change+1,283 (+7%)
Value$5.5M (+$453.1K)
Filed 2026-10-16
Granville Capital, Inc.
UNCHANGED
Shares18,651 from 18,651
Change0 (0%)
Value$5.5M (+$80.0K)
Filed 2026-11-05
Partners Wealth Management, LLC
NEW
Shares17,407
Change+17,407
Value$5.1M
Filed 2026-10-28
Gradient Investments LLC
INCREASED
Shares17,358 from 16,519
Change+839 (+5%)
Value$5.1M (+$318.1K)
Filed 2026-10-08
Flagstar Securities, Inc
INCREASED
Shares17,210 from 17,055
Change+155 (+1%)
Value$5.1M (+$118.8K)
Filed 2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares17,048 from 15,097
Change+1,951 (+13%)
Value$5.1M (+$710.6K)
Filed 2026-10-13
Cyndeo Wealth Partners, LLC
UNCHANGED
Shares16,869 from 16,869
Change0 (0%)
Value$5.0M (+$72.4K)
Filed 2026-10-16
Compound Planning, Inc.
DECREASED
Shares16,843 from 25,823
Change-8,980 (-35%)
Value$5.0M (-$2.5M)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares16,171 from 18,440
Change-2,269 (-12%)
Value$4.8M (-$590.0K)
Filed 2026-11-05
VestGen Advisors, LLC
DECREASED
Shares15,841 from 18,585
Change-2,744 (-15%)
Value$4.7M (-$729.6K)
Filed 2026-10-27
Thrivent Financial for Lutherans
DECREASED
Shares15,821 from 20,723
Change-4,902 (-24%)
Value$4.7M (-$1.3M)
Filed 2026-11-05
FWG Investments, Llc.
DECREASED
Shares15,763 from 16,809
Change-1,046 (-6%)
Value$4.6M (-$236.2K)
Filed 2026-11-03
Sovran Advisors, LLC
INCREASED
Shares15,722 from 15,591
Change+131 (+1%)
Value$4.5M (+$247.4K)
Filed 2026-11-02
Quest 10 Wealth Builders, Inc.
INCREASED
Shares14,919 from 14,731
Change+188 (+1%)
Value$4.4M (+$118.7K)
Filed 2026-11-02
Avior Wealth Management, LLC
DECREASED
Shares14,621 from 15,380
Change-759 (-5%)
Value$4.3M (-$158.1K)
Filed 2026-10-13
MGO One Seven LLC
INCREASED
Shares14,146 from 13,724
Change+422 (+3%)
Value$4.2M (+$183.5K)
Filed 2026-10-28
Financial Freedom, LLC
DECREASED
Shares13,400 from 13,821
Change-421 (-3%)
Value$4.0M (-$64.9K)
Filed 2026-11-06
RFG Advisory, LLC
DECREASED
Shares13,351 from 15,889
Change-2,538 (-16%)
Value$3.9M (-$680.3K)
Filed 2026-11-03
Kelly Financial Group LLC
DECREASED
Shares13,231 from 13,985
Change-754 (-5%)
Value$3.9M (-$162.4K)
Filed 2026-10-16
Visionary Wealth Advisors
DECREASED
Shares13,057 from 13,338
Change-281 (-2%)
Value$3.9M (-$25.7K)
Filed 2026-11-04
PNC Financial Services Group, Inc.
DECREASED
Shares12,833 from 13,490
Change-657 (-5%)
Value$3.8M (-$135.8K)
Filed 2026-11-06
SigFig Wealth Management, LLC
NEW
Shares12,589
Change+12,589
Value$3.7M
Filed 2026-10-07
Lloyd Advisory Services, Llc.
INCREASED
Shares12,426 from 8,072
Change+4,354 (+54%)
Value$3.7M (+$1.3M)
Filed 2026-11-02
Global Wealth Management Investment Advisory, Inc.
DECREASED
Shares12,426 from 12,808
Change-382 (-3%)
Value$3.7M (-$57.7K)
Filed 2026-11-04
Benchmark Financial, LLC
DECREASED
Shares12,209 from 12,364
Change-155 (-1%)
Value$3.6M (+$7.4K)
Filed 2026-10-16
OxenFree Capital LLC
INCREASED
Shares12,200 from 11,840
Change+360 (+3%)
Value$3.7M (+$345.8K)
Filed 2026-10-07
Park Avenue Securities LLC
INCREASED
Shares11,998 from 2,894
Change+9,104 (+315%)
Value$3.5K (-$837.5K)
Filed 2026-10-26
Rhodes Investment Advisors Inc
INCREASED
Shares11,952 from 11,515
Change+437 (+4%)
Value$3.5M (+$178.3K)
Filed 2026-10-07
Fifth Third Wealth Advisors LLC
DECREASED
Shares11,260 from 11,538
Change-278 (-2%)
Value$3.3M (-$32.5K)
Filed 2026-10-22
Spectrum Advisors, Inc.
DECREASED
Shares11,046 from 11,155
Change-109 (-1%)
Value$3.3M (+$15.7K)
Filed 2026-11-03
Strategic Blueprint, LLC
INCREASED
Shares10,948 from 8,959
Change+1,989 (+22%)
Value$3.2M (+$625.0K)
Filed 2026-10-22
Fingerlakes Wealth Management, Inc.
INCREASED
Shares10,723 from 9,468
Change+1,255 (+13%)
Value$3.2M (+$410.6K)
Filed 2026-11-04
Elevation Point Wealth Partners, LLC
INCREASED
Shares10,719 from 824
Change+9,895 (+1201%)
Value$3.2M (+$2.9M)
Filed 2026-11-05
Valued Retirements, Inc.
DECREASED
Shares10,612 from 11,019
Change-407 (-4%)
Value$3.1M (-$72.8K)
Filed 2026-11-06
Independent Financial Group, LLC
INCREASED
Shares10,346 from 9,719
Change+627 (+6%)
Value$3.1M (+$226.4K)
Filed 2026-10-13
AdvisorNet Financial, Inc
INCREASED
Shares10,321 from 10,031
Change+290 (+3%)
Value$3.0M (+$101.5K)
Filed 2026-10-15
Midwest Trust Co
INCREASED
Shares10,262 from 9,698
Change+564 (+6%)
Value$3.0M (+$207.8K)
Filed 2026-10-22
Stokes Capital Advisors, LLC
DECREASED
Shares10,256 from 13,264
Change-3,008 (-23%)
Value$3.0M (-$830.2K)
Filed 2026-10-09
Signal Advisors Wealth, LLC
DECREASED
Shares9,971 from 10,861
Change-890 (-8%)
Value$2.9M (-$216.0K)
Filed 2026-10-13
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares9,937 from 10,873
Change-936 (-9%)
Value$2.9M (-$229.4K)
Filed 2026-10-26
WJ Wealth Management, LLC
DECREASED
Shares9,859 from 9,901
Change-42 (0%)
Value$2.9M (+$30.1K)
Filed 2026-11-03
Meridian Wealth Management, LLC
INCREASED
Shares9,054 from 7,683
Change+1,371 (+18%)
Value$2.7M (+$437.3K)
Filed 2026-11-05
Focus Financial Network, Inc.
INCREASED
Shares9,007 from 8,973
Change+34 (+0%)
Value$2.7M (+$48.3K)
Filed 2026-10-14
Whelan Financial
UNCHANGED
Shares8,957 from 8,957
Change0 (0%)
Value$2.6M (+$38.4K)
Filed 2026-10-28
Private Trust Co NA
DECREASED
Shares8,674 from 8,830
Change-156 (-2%)
Value$2.6M (-$8.1K)
Filed 2026-10-20
Ashton Thomas Private Wealth, LLC
DECREASED
Shares8,606 from 8,926
Change-320 (-4%)
Value$2.5M (-$56.0K)
Filed 2026-11-03
Venture Visionary Partners LLC
DECREASED
Shares8,484 from 8,554
Change-70 (-1%)
Value$2.5M (+$16.2K)
Filed 2026-10-07
Accurate Wealth Management, LLC
INCREASED
Shares8,025 from 6,956
Change+1,069 (+15%)
Value$2.4M (+$378.6K)
Filed 2026-10-20
Prospera Financial Services Inc
INCREASED
Shares7,997 from 7,319
Change+678 (+9%)
Value$2.2M (+$86.6K)
Filed 2026-11-04
Post Resch Tallon Group Inc.
INCREASED
Shares7,938 from 7,613
Change+325 (+4%)
Value$2.3M (+$128.5K)
Filed 2026-10-09
Tactive Advisors, LLC
INCREASED
Shares7,339 from 7,112
Change+227 (+3%)
Value$2.2M (+$97.5K)
Filed 2026-10-08
Dana Investment Advisors, Inc.
DECREASED
Shares7,111 from 7,909
Change-798 (-10%)
Value$2.1M (-$201.4K)
Filed 2026-11-06
New England Private Wealth Advisors LLC
INCREASED
Shares7,101 from 7,097
Change+4 (+0%)
Value$2.1M (+$143.3K)
Filed 2026-10-19
J.W. Cole Advisors, Inc.
INCREASED
Shares7,080 from 7,000
Change+80 (+1%)
Value$2.1M (+$53.6K)
Filed 2026-11-05
Cornerstone Planning Group LLC
INCREASED
Shares7,025 from 6,993
Change+32 (+0%)
Value$2.1M (+$132.3K)
Filed 2026-10-16
Mason & Associates, LLC
DECREASED
Shares6,826 from 6,933
Change-107 (-2%)
Value$2.0M (-$1.8K)
Filed 2026-10-26
WBH Advisory Inc
INCREASED
Shares6,793 from 6,733
Change+60 (+1%)
Value$2.0M (+$46.7K)
Filed 2026-11-05
Decker Retirement Planning Inc.
DECREASED
Shares6,671 from 7,029
Change-358 (-5%)
Value$2.0M (-$75.4K)
Filed 2026-10-19
Centennial Advisors, LLC
DECREASED
Shares6,494 from 6,686
Change-192 (-3%)
Value$1.9M (-$28.1K)
Filed 2026-10-21
Russell Investments Group, Ltd.
INCREASED
Shares6,382 from 2,337
Change+4,045 (+173%)
Value$1.9M (+$1.2M)
Filed 2026-11-06
Arcadia Wealth Management, LLC
DECREASED
Shares6,338 from 7,693
Change-1,355 (-18%)
Value$1.9M (-$366.6K)
Filed 2026-10-22
Money Concepts Capital Corp
INCREASED
Shares6,044 from 5,705
Change+339 (+6%)
Value$1.8M (+$124.7K)
Filed 2026-11-06
Vise Technologies, Inc.
INCREASED
Shares6,000 from 5,565
Change+435 (+8%)
Value$1.8M (+$152.1K)
Filed 2026-10-29
Legacy Edge Advisors, LLC
INCREASED
Shares5,862 from 4,670
Change+1,192 (+26%)
Value$1.7M (+$371.6K)
Filed 2026-11-06
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares5,558 from 5,504
Change+54 (+1%)
Value$1.6M (+$39.6K)
Filed 2026-10-14
Smart Wealth LLC
DECREASED
Shares5,499 from 5,515
Change-16 (0%)
Value$1.6M (+$19.1K)
Filed 2026-11-04
Patten & Patten Inc
INCREASED
Shares5,421 from 5,221
Change+200 (+4%)
Value$1.6M (+$81.4K)
Filed 2026-10-26
SeaBridge Investment Advisors LLC
NEW
Shares5,412
Change+5,412
Value$1.6M
Filed 2026-11-02
Creative Financial Designs Inc
INCREASED
Shares5,237 from 863
Change+4,374 (+507%)
Value$1.5M (+$1.3M)
Filed 2026-11-04
Wedmont Private Capital
INCREASED
Shares5,131 from 5,038
Change+93 (+2%)
Value$1.5M (+$70.3K)
Filed 2026-10-09
B. Riley Wealth Advisors, Inc.
NEW
Shares5,110
Change+5,110
Value$1.5M
Filed 2026-10-13
MBL Wealth, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$1.5M (+$21.5K)
Filed 2026-10-22
Werba Rubin Papier Wealth Management
DECREASED
Shares4,950 from 5,016
Change-66 (-1%)
Value$1.5M (+$2.1K)
Filed 2026-11-06
Future Financial Wealth Managment LLC
DECREASED
Shares4,735 from 22,502
Change-17,767 (-79%)
Value$1.4M (-$4.8M)
Filed 2026-10-15
Savant Capital, LLC
INCREASED
Shares4,661 from 4,297
Change+364 (+8%)
Value$1.4M (+$125.8K)
Filed 2026-11-06
Deutsche Bank Ag\
DECREASED
Shares4,624 from 4,732
Change-108 (-2%)
Value$1.4M (-$11.6K)
Filed 2026-11-06
Stewardship Advisors, LLC
INCREASED
Shares4,278 from 4,243
Change+35 (+1%)
Value$1.3M (+$28.5K)
Filed 2026-10-20
Dagco, Inc.
DECREASED
Shares4,184 from 4,828
Change-644 (-13%)
Value$1.2M (-$169.3K)
Filed 2026-10-20
Ameliora Wealth Management Ltd.
DECREASED
Shares4,026 from 4,068
Change-42 (-1%)
Value$1.2M (+$5.1K)
Filed 2026-10-23
Sigma Planning Corp
INCREASED
Shares3,899 from 3,747
Change+152 (+4%)
Value$1.1M (+$61.1K)
Filed 2026-10-23
Catalyst Financial Partners LLC
INCREASED
Shares3,896 from 3,883
Change+13 (+0%)
Value$1.1M (+$20.5K)
Filed 2026-11-06
Seros Financial, LLC
INCREASED
Shares3,882 from 3,826
Change+56 (+1%)
Value$1.1M (+$32.9K)
Filed 2026-10-21
Bank of New York Mellon Corp
INCREASED
Shares3,797 from 3,796
Change+1 (+0%)
Value$1.1M (+$16.5K)
Filed 2026-11-05
Cahaba Wealth Management, Inc.
INCREASED
Shares3,782 from 3,562
Change+220 (+6%)
Value$1.1M (+$80.2K)
Filed 2026-10-26
Focused Alpha, LLC
INCREASED
Shares3,705 from 3,380
Change+325 (+10%)
Value$1.1M (+$110.3K)
Filed 2026-10-20
Kohmann Bosshard Financial Services, LLC
UNCHANGED
Shares3,666 from 3,666
Change0 (0%)
Value$1.1M (+$15.7K)
Filed 2026-11-04
Associated Banc-Corp
NEW
Shares3,642
Change+3,642
Value$1.1M
Filed 2026-10-30
Citizens Financial Group Inc
INCREASED
Shares3,621 from 1,153
Change+2,468 (+214%)
Value$1.1M (+$732.9K)
Filed 2026-10-23
Optivise Advisory Services LLC
UNCHANGED
Shares3,515 from 3,515
Change0 (0%)
Value$1.0M (+$15.1K)
Filed 2026-10-19
Compass Financial Services Inc
INCREASED
Shares3,437 from 3,436
Change+1 (+0%)
Value$1.0M (+$15.0K)
Filed 2026-11-06
Larson Financial Group LLC
INCREASED
Shares3,420 from 3,253
Change+167 (+5%)
Value$1.0M (+$63.3K)
Filed 2026-11-05
Confluence Wealth Services, Inc.
DECREASED
Shares3,364 from 3,682
Change-318 (-9%)
Value$992.1K (-$78.0K)
Filed 2026-11-05
Westco Advisory Services Inc
INCREASED
Shares3,341 from 3,192
Change+149 (+5%)
Value$985.3K (+$57.6K)
Filed 2026-10-14
Clear Harbor Asset Management, LLC
INCREASED
Shares3,275 from 3,273
Change+2 (+0%)
Value$965.9K (+$14.8K)
Filed 2026-11-05
Gibbs Wealth Management
DECREASED
Shares3,261 from 3,263
Change-2 (0%)
Value$961.7K (+$13.4K)
Filed 2026-10-22
HUB Investment Partners, LLC
DECREASED
Shares3,259 from 3,438
Change-179 (-5%)
Value$961.1K (-$38.2K)
Filed 2026-11-03
Keybank National Association
UNCHANGED
Shares3,081 from 3,081
Change0 (0%)
Value$908.6K (+$13.2K)
Filed 2026-11-04
CoreCap Advisors, LLC
INCREASED
Shares3,002 from 2,320
Change+682 (+29%)
Value$885.3K (+$211.1K)
Filed 2026-10-08
Merkkuri Wealth Advisors LLC
INCREASED
Shares2,998 from 2,996
Change+2 (+0%)
Value$884.1K (+$13.6K)
Filed 2026-11-03
Redwood Financial Network Corp
DECREASED
Shares2,965 from 3,587
Change-622 (-17%)
Value$874.4K (-$168.0K)
Filed 2026-11-03
Networth Advisors, LLC
DECREASED
Shares2,958 from 3,118
Change-160 (-5%)
Value$872.3K (-$33.9K)
Filed 2026-11-03
Golden State Wealth Management, LLC
DECREASED
Shares2,953 from 3,229
Change-276 (-9%)
Value$871.0K (-$67.5K)
Filed 2026-11-02
Key Client Fiduciary Advisors, LLC
INCREASED
Shares2,927 from 2,825
Change+102 (+4%)
Value$863.3K (+$42.3K)
Filed 2026-10-19
HBK Sorce Advisory LLC
DECREASED
Shares2,866 from 3,213
Change-347 (-11%)
Value$744.7K (-$186.0K)
Filed 2026-11-06
Regions Financial Corp
UNCHANGED
Shares2,810 from 2,810
Change0 (0%)
Value$828.7K (+$12.1K)
Filed 2026-11-05
Triad Wealth Partners, LLC
DECREASED
Shares2,795 from 2,811
Change-16 (-1%)
Value$824.2K (+$31.1K)
Filed 2026-10-26
Orgel Wealth Management, LLC
UNCHANGED
Shares2,635 from 2,635
Change0 (0%)
Value$777.1K (+$11.3K)
Filed 2026-10-14
Sima Wealth Partners, LLC
UNCHANGED
Shares2,634 from 2,634
Change0 (0%)
Value$776.8K (+$11.3K)
Filed 2026-10-19
Fortitude Family Office, LLC
UNCHANGED
Shares2,610 from 2,610
Change0 (0%)
Value$769.7K (+$11.2K)
Filed 2026-10-14
First Heartland Consultants, Inc.
DECREASED
Shares2,562 from 2,582
Change-20 (-1%)
Value$755.7K (+$5.3K)
Filed 2026-10-08
Elm3 Financial Group, LLC
DECREASED
Shares2,515 from 2,660
Change-145 (-5%)
Value$741.6K (-$31.6K)
Filed 2026-10-07
Kelly Financial Services LLC
INCREASED
Shares2,470 from 1,336
Change+1,134 (+85%)
Value$728.4K (+$340.2K)
Filed 2026-10-20
Montag A & Associates Inc
DECREASED
Shares2,466 from 2,536
Change-70 (-3%)
Value$727.2K (-$9.8K)
Filed 2026-10-29
Reap Financial Group, LLC
DECREASED
Shares2,456 from 2,698
Change-242 (-9%)
Value$724.3K (-$59.7K)
Filed 2026-11-02
Level Four Advisory Services, LLC
INCREASED
Shares2,438 from 2,327
Change+111 (+5%)
Value$719.2K (+$42.9K)
Filed 2026-11-06
Rossby Financial, LCC
DECREASED
Shares2,437 from 3,057
Change-620 (-20%)
Value$718.6K (-$169.8K)
Filed 2026-11-05
Smith Shellnut Wilson LLC
INCREASED
Shares2,432 from 2,090
Change+342 (+16%)
Value$717.2K (+$109.8K)
Filed 2026-10-21
GenWealth Group, Inc.
DECREASED
Shares2,415 from 2,558
Change-143 (-6%)
Value$712.2K (-$31.2K)
Filed 2026-10-16
Yoder Wealth Management, Inc.
UNCHANGED
Shares2,411 from 2,411
Change0 (0%)
Value$711.0K (+$10.3K)
Filed 2026-10-13
Apella Capital, LLC
UNCHANGED
Shares2,403 from 2,403
Change0 (0%)
Value$728.6K (+$46.5K)
Filed 2026-10-08
Instrumental Wealth, LLC
INCREASED
Shares2,373 from 1,694
Change+679 (+40%)
Value$699.8K (+$207.6K)
Filed 2026-10-20
HRC Wealth Management, LLC
INCREASED
Shares2,320 from 2,318
Change+2 (+0%)
Value$684.1K (+$10.5K)
Filed 2026-10-16
Diversified Trust Co
DECREASED
Shares2,311 from 2,436
Change-125 (-5%)
Value$681.5K (-$26.4K)
Filed 2026-11-06
Stronghold Wealth Management L.L.C.
INCREASED
Shares2,304 from 2,300
Change+4 (+0%)
Value$679.5K (+$11.0K)
Filed 2026-10-16
AMG National Trust Bank
DECREASED
Shares2,300 from 2,355
Change-55 (-2%)
Value$678.3K (-$6.1K)
Filed 2026-11-05
D.A. Davidson & Co.
INCREASED
Shares2,292 from 1,692
Change+600 (+35%)
Value$675.9K (+$184.2K)
Filed 2026-10-28
PTM Wealth Management, LLC
INCREASED
Shares2,292 from 2,290
Change+2 (+0%)
Value$696.2K (+$66.7K)
Filed 2026-10-23
Mueller Wealth, LLC
DECREASED
Shares2,287 from 2,409
Change-122 (-5%)
Value$674.6K (-$25.5K)
Filed 2026-11-05
Y-Intercept (Hong Kong) Ltd
NEW
Shares2,257
Change+2,257
Value$665.6K
Filed 2026-10-16
TCP Asset Management, LLC
DECREASED
Shares2,229 from 2,273
Change-44 (-2%)
Value$665.8K (+$5.2K)
Filed 2026-10-14
Flagship Harbor Advisors, LLC
INCREASED
Shares2,202 from 2,201
Change+1 (+0%)
Value$649.4K (+$9.8K)
Filed 2026-10-26
Revolve Wealth Partners, LLC
UNCHANGED
Shares2,126 from 2,126
Change0 (0%)
Value$627.0K (+$9.1K)
Filed 2026-10-23
MidAtlantic Capital Management, Inc.
UNCHANGED
Shares2,123 from 2,123
Change0 (0%)
Value$626.1K (+$9.1K)
Filed 2026-11-05
Daviman Financial, LLC
INCREASED
Shares2,021 from 2,014
Change+7 (+0%)
Value$596.1K (+$10.8K)
Filed 2026-11-06
Beacon Financial Advisory LLC
DECREASED
Shares2,008 from 2,013
Change-5 (0%)
Value$592.1K (+$7.3K)
Filed 2026-10-16
Simon Quick Advisors, LLC
UNCHANGED
Shares2,001 from 2,001
Change0 (0%)
Value$590.1K (+$8.6K)
Filed 2026-10-26
Capital Advisors Wealth Management, LLC
DECREASED
Shares1,972 from 1,996
Change-24 (-1%)
Value$581.6K (+$1.4K)
Filed 2026-10-09
Granite Islands Private Wealth, LLC
INCREASED
Shares1,928 from 1,917
Change+11 (+1%)
Value$568.5K (+$12.4K)
Filed 2026-10-16
Cyr Financial Inc.
DECREASED
Shares1,917 from 1,947
Change-30 (-2%)
Value$565.3K (-$699)
Filed 2026-10-16
HBW Advisory Services LLC
INCREASED
Shares1,892 from 1,761
Change+131 (+7%)
Value$557.9K (+$46.2K)
Filed 2026-10-15
Tounjian Advisory Partners, LLC
DECREASED
Shares1,864 from 1,872
Change-8 (0%)
Value$549.7K (+$5.8K)
Filed 2026-11-04
Redstone Wealth Management, LLC
DECREASED
Shares1,861 from 1,873
Change-12 (-1%)
Value$548.8K (+$4.5K)
Filed 2026-10-20
Evolution Wealth Management Inc.
UNCHANGED
Shares1,852 from 1,852
Change0 (0%)
Value$546.2K (+$7.9K)
Filed 2026-10-28
Seven Mile Advisory
UNCHANGED
Shares1,851 from 1,851
Change0 (0%)
Value$545.9K (+$7.9K)
Filed 2026-10-22
Woodmont Investment Counsel LLC
UNCHANGED
Shares1,841 from 1,841
Change0 (0%)
Value$542.9K (+$7.9K)
Filed 2026-10-29
Provenance Wealth Advisors, LLC
NEW
Shares1,821
Change+1,821
Value$537.0K
Filed 2026-10-30
National Wealth Management Group, LLC
DECREASED
Shares1,807 from 1,834
Change-27 (-1%)
Value$532.8K (-$286)
Filed 2026-10-26
Dynamic Advisor Solutions LLC
DECREASED
Shares1,803 from 2,049
Change-246 (-12%)
Value$531.6K (-$63.8K)
Filed 2026-10-13
Integrated Advisors Network LLC
DECREASED
Shares1,803 from 1,811
Change-8 (0%)
Value$531.7K (+$5.4K)
Filed 2026-10-20
Parallel Advisors, LLC
DECREASED
Shares1,781 from 2,267
Change-486 (-21%)
Value$525.2K (-$133.6K)
Filed 2026-11-03
Joel Isaacson & Co., LLC
INCREASED
Shares1,780 from 1,778
Change+2 (+0%)
Value$524.8K (+$8.0K)
Filed 2026-11-05
AlphaCore Capital LLC
DECREASED
Shares1,777 from 2,325
Change-548 (-24%)
Value$524.2K (-$151.6K)
Filed 2026-11-04
Able Wealth Management LLC
DECREASED
Shares1,762 from 1,928
Change-166 (-9%)
Value$531.8K (-$28.5K)
Filed 2026-10-13
Principle Wealth Partners LLC
UNCHANGED
Shares1,736 from 1,736
Change0 (0%)
Value$512.0K (+$7.4K)
Filed 2026-11-02
United Advisor Group, LLC
INCREASED
Shares1,724 from 1,525
Change+199 (+13%)
Value$508.4K (+$65.2K)
Filed 2026-11-03
Kestra Investment Management, LLC
INCREASED
Shares1,709 from 1,239
Change+470 (+38%)
Value$504.1K (+$144.0K)
Filed 2026-11-04
Comprehensive Financial Planning, Inc.
INCREASED
Shares1,668 from 1,667
Change+1 (+0%)
Value$492.1K (+$7.5K)
Filed 2026-10-27
Secure Asset Management, LLC
DECREASED
Shares1,667 from 2,018
Change-351 (-17%)
Value$491.7K (-$94.8K)
Filed 2026-10-19
Tennessee Valley Asset Management Partners
DECREASED
Shares1,628 from 1,822
Change-194 (-11%)
Value$480.1K (-$49.3K)
Filed 2026-11-03
Total Clarity Wealth Management, Inc.
INCREASED
Shares1,623 from 1,585
Change+38 (+2%)
Value$478.8K (+$18.1K)
Filed 2026-10-26
NBT Bank, N.A.
UNCHANGED
Shares1,530 from 1,530
Change0 (0%)
Value$451.2K (+$6.6K)
Filed 2026-10-21
LexAurum Advisors, LLC
DECREASED
Shares1,497 from 1,551
Change-54 (-3%)
Value$441.6K (-$9.1K)
Filed 2026-10-19
NWF Advisory Services Inc.
DECREASED
Shares1,462 from 1,472
Change-10 (-1%)
Value$431.3K (+$3.6K)
Filed 2026-10-19
SAX Wealth Advisors, LLC
NEW
Shares1,461
Change+1,461
Value$430.8K
Filed 2026-10-13
Verum Partners LLC
INCREASED
Shares1,456 from 1,454
Change+2 (+0%)
Value$429.3K (+$6.6K)
Filed 2026-10-21
Krilogy Financial LLC
UNCHANGED
Shares1,453 from 1,453
Change0 (0%)
Value$434.3K (+$12.1K)
Filed 2026-10-13
Grimes & Co Wealth Management, LLC
INCREASED
Shares1,452 from 1,451
Change+1 (+0%)
Value$428.2K (+$6.6K)
Filed 2026-10-29
Rodgers & Associates, LTD
DECREASED
Shares1,446 from 1,471
Change-25 (-2%)
Value$426.4K (-$1.1K)
Filed 2026-10-20
PFG Advisors
INCREASED
Shares1,445 from 1,444
Change+1 (+0%)
Value$426.2K (+$6.5K)
Filed 2026-10-16
True Private Wealth Advisors
INCREASED
Shares1,425 from 1,424
Change+1 (+0%)
Value$420.4K (+$6.4K)
Filed 2026-10-19
DDD Partners, LLC
UNCHANGED
Shares1,410 from 1,410
Change0 (0%)
Value$415.8K (+$6.0K)
Filed 2026-11-02
Verus Capital Partners, LLC
DECREASED
Shares1,409 from 1,427
Change-18 (-1%)
Value$415.6K (+$821)
Filed 2026-11-03
BCU Wealth Advisors, LLC
INCREASED
Shares1,404 from 1,403
Change+1 (+0%)
Value$414.0K (+$6.4K)
Filed 2026-10-16
Mather Group, Llc.
INCREASED
Shares1,397 from 1,322
Change+75 (+6%)
Value$412.1K (+$27.9K)
Filed 2026-10-14
Crestwood Advisors Group, LLC
UNCHANGED
Shares1,396 from 1,396
Change0 (0%)
Value$411.7K (+$6.0K)
Filed 2026-10-27
Auxano Advisors, LLC
DECREASED
Shares1,386 from 1,660
Change-274 (-17%)
Value$408.7K (-$73.7K)
Filed 2026-11-06
JFS Wealth Advisors, LLC
UNCHANGED
Shares1,380 from 1,380
Change0 (0%)
Value$407.0K (+$5.9K)
Filed 2026-11-03
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares1,363 from 1,363
Change0 (0%)
Value$396.1K ($0)
Filed 2026-11-03
HB Wealth Management, LLC
DECREASED
Shares1,341 from 1,627
Change-286 (-18%)
Value$395.5K (-$77.4K)
Filed 2026-10-23
McKinley Carter Wealth Services, Inc.
DECREASED
Shares1,329 from 1,380
Change-51 (-4%)
Value$391.9K (-$9.1K)
Filed 2026-10-16
Fermata Advisors, LLC
DECREASED
Shares1,323 from 1,333
Change-10 (-1%)
Value$390.2K (+$2.8K)
Filed 2026-10-13
Heck Capital Advisors, LLC
UNCHANGED
Shares1,285 from 1,285
Change0 (0%)
Value$379.0K (+$5.5K)
Filed 2026-10-14
Fiduciary Alliance LLC
UNCHANGED
Shares1,275 from 1,275
Change0 (0%)
Value$376.0K (+$5.5K)
Filed 2026-10-13
Wedbush Securities Inc
INCREASED
Shares1,274 from 1,273
Change+1 (+0%)
Value$376 (-$369.6K)
Filed 2026-10-22
Independent Wealth Advisors LLC
UNCHANGED
Shares1,267 from 1,267
Change0 (0%)
Value$373.7K (+$5.4K)
Filed 2026-10-27
Carnegie Investment Counsel
UNCHANGED
Shares1,240 from 1,240
Change0 (0%)
Value$365.7K (+$5.3K)
Filed 2026-10-20
Parkside Financial Bank & Trust
INCREASED
Shares1,215 from 1,214
Change+1 (+0%)
Value$358.2K (+$5.4K)
Filed 2026-10-27
Members Wealth LLC
UNCHANGED
Shares1,203 from 1,203
Change0 (0%)
Value$364.7K (+$15.1K)
Filed 2026-10-20
Dudley Capital Management, LLC
INCREASED
Shares1,192 from 1,161
Change+31 (+3%)
Value$351.8K (+$14.4K)
Filed 2026-10-23
Blue Trust, Inc.
DECREASED
Shares1,190 from 1,194
Change-4 (0%)
Value$350.9K (+$3.9K)
Filed 2026-10-15
Private Wealth Group, LLC
DECREASED
Shares1,183 from 1,221
Change-38 (-3%)
Value$348.9K (-$6.0K)
Filed 2026-10-19
XY Planning Network, Inc.
UNCHANGED
Shares1,175 from 1,175
Change0 (0%)
Value$346.5K (+$5.0K)
Filed 2026-10-14
Rockport Wealth LLC
UNCHANGED
Shares1,150 from 1,150
Change0 (0%)
Value$339.1K (+$4.9K)
Filed 2026-11-03
Life Planning Partners, Inc
UNCHANGED
Shares1,142 from 1,142
Change0 (0%)
Value$336.8K (+$4.9K)
Filed 2026-10-28
Synergy Asset Management, LLC
DECREASED
Shares1,119 from 1,619
Change-500 (-31%)
Value$330.0K (-$140.5K)
Filed 2026-11-05
Obsidian CIO, LLC
INCREASED
Shares1,091 from 1,042
Change+49 (+5%)
Value$321.7K (+$18.9K)
Filed 2026-11-05
Moors & Cabot, Inc.
DECREASED
Shares1,068 from 1,137
Change-69 (-6%)
Value$315.0K (-$15.5K)
Filed 2026-11-06
Fiduciary Family Office, LLC
UNCHANGED
Shares1,065 from 1,065
Change0 (0%)
Value$314.1K (+$4.6K)
Filed 2026-11-04
Kingswood Wealth Advisors, LLC
INCREASED
Shares1,060 from 847
Change+213 (+25%)
Value$312.6K (+$66.5K)
Filed 2026-10-23
Harbor Asset Planning, Inc.
INCREASED
Shares1,057 from 1,056
Change+1 (+0%)
Value$311.7K (+$4.8K)
Filed 2026-10-23
Atria Investments, Inc
NEW
Shares1,037
Change+1,037
Value$305.8K
Filed 2026-10-15
StoneX Group Inc.
NEW
Shares1,014
Change+1,014
Value$293.8K
Filed 2026-11-03
EverSource Wealth Advisors, LLC
UNCHANGED
Shares1,004 from 1,004
Change0 (0%)
Value$296.1K (+$4.3K)
Filed 2026-11-04
Chemung Canal Trust Co
UNCHANGED
Shares987 from 987
Change0 (0%)
Value$291.1K (+$4.2K)
Filed 2026-11-04
1900 Wealth Management LLC
NEW
Shares983
Change+983
Value$289.9K
Filed 2026-10-13
Avestar Capital, LLC
UNCHANGED
Shares979 from 979
Change0 (0%)
Value$288.7K (+$4.2K)
Filed 2026-10-28
James Investment Research, Inc.
UNCHANGED
Shares976 from 976
Change0 (0%)
Value$287.8K (+$4.2K)
Filed 2026-10-22
Aprio Wealth Management, LLC
UNCHANGED
Shares968 from 968
Change0 (0%)
Value$285.5K (+$4.4K)
Filed 2026-10-28
Centerpoint Advisory Group
INCREASED
Shares965 from 865
Change+100 (+12%)
Value$284.6K (+$33.2K)
Filed 2026-10-23
Csenge Advisory Group
NEW
Shares963
Change+963
Value$283.9K
Filed 2026-11-04
MY Wealth Management Inc.
DECREASED
Shares957 from 968
Change-11 (-1%)
Value$282.2K (+$909)
Filed 2026-10-21
Manchester Financial Inc
DECREASED
Shares941 from 964
Change-23 (-2%)
Value$277.5K (-$2.6K)
Filed 2026-10-15
Americana Partners, LLC
UNCHANGED
Shares931 from 931
Change0 (0%)
Value$274.6K (+$4.0K)
Filed 2026-10-28
Financial Council, LLC
UNCHANGED
Shares926 from 926
Change0 (0%)
Value$273.1K (+$4.0K)
Filed 2026-11-02
Coquina Private Wealth LLC
UNCHANGED
Shares924 from 924
Change0 (0%)
Value$272.5K (+$4.0K)
Filed 2026-10-27
Trademark Financial Management, LLC
DECREASED
Shares907 from 2,437
Change-1,530 (-63%)
Value$267.5K (-$440.7K)
Filed 2026-10-23
First National Trust Co
UNCHANGED
Shares880 from 880
Change0 (0%)
Value$259.5K (+$3.8K)
Filed 2026-10-28
Wisconsin Wealth Advisors, LLC
INCREASED
Shares863 from 844
Change+19 (+2%)
Value$254.5K (+$9.2K)
Filed 2026-10-08
Warner Financial, Inc
INCREASED
Shares841 from 809
Change+32 (+4%)
Value$248.0K (+$12.8K)
Filed 2026-11-06
Sowell Financial Services LLC
DECREASED
Shares838 from 2,785
Change-1,947 (-70%)
Value$247.0K (-$562.3K)
Filed 2026-10-23
Persium Advisors, LLC
UNCHANGED
Shares837 from 837
Change0 (0%)
Value$246.8K (+$3.6K)
Filed 2026-10-07
Nfsg Corp
UNCHANGED
Shares828 from 828
Change0 (0%)
Value$244.2K (+$3.6K)
Filed 2026-10-15
Spire Wealth Management
DECREASED
Shares820 from 879
Change-59 (-7%)
Value$241.6K (-$13.9K)
Filed 2026-10-30
Sterling Investment Advisors, Ltd.
UNCHANGED
Shares810 from 810
Change0 (0%)
Value$238.9K (+$3.5K)
Filed 2026-10-27
Assetmark, Inc
INCREASED
Shares809 from 806
Change+3 (+0%)
Value$238.6K (+$4.3K)
Filed 2026-10-21
Cordatus Wealth Management LLC
UNCHANGED
Shares799 from 799
Change0 (0%)
Value$235.6K (+$3.4K)
Filed 2026-10-19
Connecticut Wealth Management, LLC
UNCHANGED
Shares798 from 798
Change0 (0%)
Value$235.3K (+$3.4K)
Filed 2026-10-13
PUREfi Wealth, LLC
INCREASED
Shares796 from 739
Change+57 (+8%)
Value$234.7K (+$20.0K)
Filed 2026-10-19
Partners in Financial Planning
UNCHANGED
Shares796 from 796
Change0 (0%)
Value$234.7K (+$3.4K)
Filed 2026-11-06
Townsend Asset Management Corp
DECREASED
Shares779 from 813
Change-34 (-4%)
Value$229.6K (-$6.7K)
Filed 2026-10-29
Stackstone Wealth, LLC
NEW
Shares777
Change+777
Value$229.1K
Filed 2026-10-19
Oppenheimer & Co Inc
UNCHANGED
Shares777 from 777
Change0 (0%)
Value$229.1K (+$3.3K)
Filed 2026-10-26
Family Investment Center, Inc.
UNCHANGED
Shares774 from 774
Change0 (0%)
Value$228.3K (+$3.3K)
Filed 2026-10-19
Goldstein Advisors, LLC
DECREASED
Shares772 from 846
Change-74 (-9%)
Value$227.7K (-$18.2K)
Filed 2026-10-15
Root Financial Partners, LLC
INCREASED
Shares766 from 736
Change+30 (+4%)
Value$225.9K (+$12.0K)
Filed 2026-10-21
CWA Asset Management Group, LLC
UNCHANGED
Shares753 from 753
Change0 (0%)
Value$222.1K (+$3.2K)
Filed 2026-10-19
Peachtree Investment Partners, LLC
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$221.2K (+$3.2K)
Filed 2026-11-05
Willner & Heller, LLC
UNCHANGED
Shares749 from 749
Change0 (0%)
Value$221.0K (+$3.4K)
Filed 2026-10-28
Marino, Stram & Associates LLC
DECREASED
Shares742 from 791
Change-49 (-6%)
Value$218.7K (-$11.2K)
Filed 2026-10-22
Ring Mountain Capital, LLC
INCREASED
Shares741 from 739
Change+2 (+0%)
Value$218.5K (+$3.8K)
Filed 2026-10-13
Founders Financial Securities LLC
DECREASED
Shares740 from 744
Change-4 (-1%)
Value$218.2K (+$2.0K)
Filed 2026-10-28
Sound Income Strategies, LLC
DECREASED
Shares740 from 741
Change-1 (0%)
Value$221.2K (+$5.8K)
Filed 2026-10-09
Valeo Financial Advisors, LLC
UNCHANGED
Shares721 from 721
Change0 (0%)
Value$212.6K (+$3.1K)
Filed 2026-10-08
IFG Advisors, LLC
UNCHANGED
Shares712 from 712
Change0 (0%)
Value$210.0K (+$3.1K)
Filed 2026-10-15
Sugar Maple Asset Management, LLC
DECREASED
Shares710 from 3,665
Change-2,955 (-81%)
Value$209.3K (-$855.7K)
Filed 2026-10-13
CFC Planning Co LLC
UNCHANGED
Shares710 from 710
Change0 (0%)
Value$209.4K (+$3.0K)
Filed 2026-10-28
MBE Wealth Management, LLC
INCREASED
Shares709 from 708
Change+1 (+0%)
Value$209.0K (+$3.2K)
Filed 2026-10-26
Diversify Wealth Management, LLC
NEW
Shares696
Change+696
Value$203.4K
Filed 2026-10-20
Diversify Advisory Services, LLC
NEW
Shares696
Change+696
Value$203.4K
Filed 2026-10-20
Leuthold Group, LLC
NEW
Shares693
Change+693
Value$204.4K
Filed 2026-11-04
OpenArc Corporate Advisory, LLC
NEW
Shares691
Change+691
Value$203.8K
Filed 2026-10-21
Opinicus Capital, Inc.
NEW
Shares682
Change+682
Value$201.2K
Filed 2026-10-28
Integrity Investment Advisors, LLC
NEW
Shares680
Change+680
Value$200.5K
Filed 2026-11-03
Silver Grove Financial Group, Inc.
NEW
Shares678
Change+678
Value$199.9K
Filed 2026-11-05
Latitude Advisors, LLC
NEW
Shares615
Change+615
Value$181.4K
Filed 2026-10-27
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares615 from 615
Change0 (0%)
Value$181.4K (+$2.6K)
Filed 2026-10-27
Financial Consulate, Inc
UNCHANGED
Shares606 from 606
Change0 (0%)
Value$178.7K (+$2.6K)
Filed 2026-10-23
Clearstead Advisors, LLC
UNCHANGED
Shares582 from 582
Change0 (0%)
Value$171.6K (+$2.5K)
Filed 2026-11-06
Key FInancial Inc
UNCHANGED
Shares564 from 564
Change0 (0%)
Value$166.3K (+$2.4K)
Filed 2026-11-02
Acropolis Investment Management, LLC
UNCHANGED
Shares561 from 561
Change0 (0%)
Value$165.4K (+$2.4K)
Filed 2026-10-08
Center for Financial Planning, Inc.
UNCHANGED
Shares559 from 559
Change0 (0%)
Value$164.9K (+$2.4K)
Filed 2026-10-26
Allspring Global Investments Holdings, LLC
DECREASED
Shares531 from 560
Change-29 (-5%)
Value$159.0K (+$53)
Filed 2026-11-04
Go Invest LLC
DECREASED
Shares519 from 521
Change-2 (0%)
Value$153.0K (+$1.6K)
Filed 2026-10-09
Rosenberg Matthew Hamilton
UNCHANGED
Shares429 from 429
Change0 (0%)
Value$126.5K (+$1.8K)
Filed 2026-10-05
Signature Equity Partners, LLC
INCREASED
Shares427 from 61
Change+366 (+600%)
Value$125.9K (+$108.2K)
Filed 2026-10-29
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares415 from 415
Change0 (0%)
Value$122.4K (+$1.8K)
Filed 2026-10-15
Asset Dedication, LLC
UNCHANGED
Shares410 from 410
Change0 (0%)
Value$120.9K (+$1.8K)
Filed 2026-11-03
Oakworth Capital, Inc.
NEW
Shares382
Change+382
Value$112.7K
Filed 2026-10-26
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares344 from 344
Change0 (0%)
Value$101.4K (+$1.5K)
Filed 2026-10-05
Planning Strategies Inc.
UNCHANGED
Shares313 from 313
Change0 (0%)
Value$92.3K (+$1.3K)
Filed 2026-10-02
Valued Wealth Advisors LLC
DECREASED
Shares296 from 297
Change-1 (0%)
Value$87.2K (+$830)
Filed 2026-11-05
West Paces Advisors Inc.
UNCHANGED
Shares286 from 286
Change0 (0%)
Value$84.3K (+$1.2K)
Filed 2026-10-13
TD Waterhouse Canada Inc.
NEW
Shares265
Change+265
Value$78.3K
Filed 2026-10-16
Clayton Financial Group LLC
NEW
Shares257
Change+257
Value$75.8K
Filed 2026-10-13
Compass Financial Management LLC
DECREASED
Shares256 from 316
Change-60 (-19%)
Value$75.6K (-$16.1K)
Filed 2026-10-30
Elevated Capital Advisors, LLC
DECREASED
Shares231 from 235
Change-4 (-2%)
Value$68.1K (-$172)
Filed 2026-11-04
Simplex Trading, LLC
DECREASED
Shares221 from 319
Change-98 (-31%)
Value$65.2K (-$27.5K)
Filed 2026-11-04
Bokf, NA
UNCHANGED
Shares216 from 216
Change0 (0%)
Value$63.7K (+$927)
Filed 2026-10-27
Lanark Financial, Inc.
UNCHANGED
Shares194 from 194
Change0 (0%)
Value$57.2K (+$833)
Filed 2026-10-26
Bullock Wealth Management Group
DECREASED
Shares193 from 238
Change-45 (-19%)
Value$57.0K (-$11.4K)
Filed 2026-10-09
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares188 from 188
Change0 (0%)
Value$55.4K (+$807)
Filed 2026-10-23
City Holding Co
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$54.6K (+$795)
Filed 2026-10-19
Triumph Capital Management
UNCHANGED
Shares177 from 177
Change0 (0%)
Value$52.2K (+$759)
Filed 2026-10-14
Plante Moran Financial Advisors, LLC
DECREASED
Shares158 from 400
Change-242 (-60%)
Value$46.6K (-$69.6K)
Filed 2026-11-04
Birchbrook, Inc.
UNCHANGED
Shares158 from 158
Change0 (0%)
Value$46.6K (+$678)
Filed 2026-10-14
Citigroup Inc
DECREASED
Shares148 from 822
Change-674 (-82%)
Value$43.6K (-$195.2K)
Filed 2026-11-04
Richardson Financial Services Inc.
NEW
Shares127
Change+127
Value$37.5K
Filed 2026-10-30
Cape Investment Advisory, Inc.
INCREASED
Shares109 from 68
Change+41 (+60%)
Value$32.2K (+$12.4K)
Filed 2026-10-13
Financial Perspectives, Inc
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$30.4K (+$442)
Filed 2026-11-03
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$30.4K (+$467)
Filed 2026-10-28
Mascoma Wealth Management LLC
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$29.8K (+$457)
Filed 2026-10-23
Ascentis Wealth Management, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$29.5K (+$430)
Filed 2026-11-03
Central Trust Co
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$29.5K (+$429)
Filed 2026-11-05
Farmers & Merchants Investments Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$29.5K (+$429)
Filed 2026-10-22
Global Trust Asset Management, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$29.5K (+$429)
Filed 2026-10-19
Eastern Bank
DECREASED
Shares97 from 185
Change-88 (-48%)
Value$28.6K (-$25.2K)
Filed 2026-10-05
Activest Wealth Management
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$26.8K (+$391)
Filed 2026-10-15
Salomon & Ludwin, LLC
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$21.8K (+$525)
Filed 2026-10-29
Clearstead Trust, LLC
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$18.6K (+$270)
Filed 2026-11-06
Horizon Financial Services, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$17.6K (+$256)
Filed 2026-11-04
Main Street Group, LTD
DECREASED
Shares47 from 141
Change-94 (-67%)
Value$14.0K (-$27.0K)
Filed 2026-10-28
Princeton Global Asset Management LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$13.0K (+$189)
Filed 2026-10-21
Capital Investment Advisory Services, LLC
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$8.3K (+$120)
Filed 2026-10-30
Byrne Asset Management LLC
INCREASED
Shares25 from 20
Change+5 (+25%)
Value$7.4K (+$1.6K)
Filed 2026-10-06
Olistico Wealth, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$7.4K (+$107)
Filed 2026-10-05
GK Wealth Management LLC
NEW
Shares20
Change+20
Value$5.9K
Filed 2026-10-09
Downshift Financial, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$5.9K (+$86)
Filed 2026-10-13
Gamma Investing LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$2.9K (+$43)
Filed 2026-10-08
High Note Wealth, LLC
NEW
Shares8
Change+8
Value$2.4K
Filed 2026-10-27
Hazlett, Burt & Watson, Inc.
DECREASED
Shares8 from 30
Change-22 (-73%)
Value$2 (-$7)
Filed 2026-11-04
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$1.3K (+$19)
Filed 2026-10-26
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 30,927
Change-30,927 (-100%)
Value$0 (-$9.0M)
Filed 2026-10-21
Empire Life Investments Inc.
CLOSED
Shares0 from 12,197
Change-12,197 (-100%)
Value$0 (-$3.5M)
Filed 2026-11-06
Inscription Capital, LLC
CLOSED
Shares0 from 9,930
Change-9,930 (-100%)
Value$0 (-$2.9M)
Filed 2026-11-02
Bouvel Investment Partners, LLC
CLOSED
Shares0 from 8,254
Change-8,254 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-13
Patton Albertson Miller Group, LLC
CLOSED
Shares0 from 7,433
Change-7,433 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-26
Colton Groome Financial Advisors, LLC
CLOSED
Shares0 from 3,330
Change-3,330 (-100%)
Value$0 (-$967.8K)
Filed 2026-10-06
KMG Fiduciary Partners, LLC
CLOSED
Shares0 from 2,362
Change-2,362 (-100%)
Value$0 (-$686.3K)
Filed 2026-10-14
Retireful, LLC
CLOSED
Shares0 from 1,393
Change-1,393 (-100%)
Value$0 (-$395.4K)
Filed 2026-10-09
Tenzing Financial LLC
CLOSED
Shares0 from 1,226
Change-1,226 (-100%)
Value$0 (-$352.7K)
Filed 2026-11-03
Pinnacle Wealth Management Advisory Group, LLC
CLOSED
Shares0 from 1,023
Change-1,023 (-100%)
Value$0 (-$297.3K)
Filed 2026-10-23
Pinnacle Associates LTD
CLOSED
Shares0 from 1,023
Change-1,023 (-100%)
Value$0 (-$297.3K)
Filed 2026-10-20
MW Advisory, LLC
CLOSED
Shares0 from 915
Change-915 (-100%)
Value$0 (-$265.9K)
Filed 2026-10-19
TCV Trust & Wealth Management, Inc.
CLOSED
Shares0 from 694
Change-694 (-100%)
Value$0 (-$201.7K)
Filed 2026-10-16
MLG Wealth Management DBA Pine Grove Financial Group
CLOSED
Shares0 from 694
Change-694 (-100%)
Value$0 (-$201.7K)
Filed 2026-10-13
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 534
Change-534 (-100%)
Value$0 (-$155.2K)
Filed 2026-10-26
Salem Investment Counselors Inc
CLOSED
Shares0 from 299
Change-299 (-100%)
Value$0 (-$86.9K)
Filed 2026-10-13
International Assets Investment Management, LLC
CLOSED
Shares0 from 169
Change-169 (-100%)
Value$0 (-$48.6K)
Filed 2026-11-02
SBK Financial, Inc.
CLOSED
Shares0 from 75
Change-75 (-100%)
Value$0 (-$21.8K)
Filed 2026-11-02
Atlatl Advisers LLC
CLOSED
Shares0 from 33
Change-33 (-100%)
Value$0 (-$9.6K)
Filed 2026-10-22
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$7.2K)
Filed 2026-11-06
Robinswood Financial LLC
CLOSED
Shares0 from 23
Change-23 (-100%)
Value$0 (-$6.7K)
Filed 2026-10-20
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 4,777,201
Change-4,777,201 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 3,635,042
Change-3,635,042 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 3,526,143
Change-3,526,143 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,371,795
Change-3,371,795 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,353,744
Change-1,353,744 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 992,209
Change-992,209 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 773,855
Change-773,855 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 684,496
Change-684,496 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 622,017
Change-622,017 (-100%)
Value—
Boulay Financial Advisors, LLC
N/A
Shares— from 617,030
Change-617,030 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 593,910
Change-593,910 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 560,723
Change-560,723 (-100%)
Value—
UBS Group AG
N/A
Shares— from 424,651
Change-424,651 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 410,157
Change-410,157 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 399,156
Change-399,156 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 382,891
Change-382,891 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 270,034
Change-270,034 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 246,540
Change-246,540 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 216,668
Change-216,668 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 208,928
Change-208,928 (-100%)
Value—
Wharton Business Group, LLC
N/A
Shares— from 203,184
Change-203,184 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 200,440
Change-200,440 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 194,546
Change-194,546 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 175,672
Change-175,672 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 172,484
Change-172,484 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 172,371
Change-172,371 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 162,986
Change-162,986 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 152,777
Change-152,777 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 144,097
Change-144,097 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 127,577
Change-127,577 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 123,419
Change-123,419 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 114,671
Change-114,671 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 103,600
Change-103,600 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 90,802
Change-90,802 (-100%)
Value—
Performance Wealth Partners, LLC
N/A
Shares— from 89,705
Change-89,705 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 77,729
Change-77,729 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 76,279
Change-76,279 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 67,480
Change-67,480 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 67,477
Change-67,477 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 59,933
Change-59,933 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 55,322
Change-55,322 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 50,483
Change-50,483 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 49,417
Change-49,417 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 45,018
Change-45,018 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 41,456
Change-41,456 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 41,375
Change-41,375 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 39,054
Change-39,054 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 36,483
Change-36,483 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 35,042
Change-35,042 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 35,016
Change-35,016 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 32,971
Change-32,971 (-100%)
Value—
FMR LLC
N/A
Shares— from 32,686
Change-32,686 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 32,199
Change-32,199 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 31,688
Change-31,688 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 31,289
Change-31,289 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 29,791
Change-29,791 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 28,318
Change-28,318 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 27,724
Change-27,724 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 27,323
Change-27,323 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 25,656
Change-25,656 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 23,021
Change-23,021 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 22,270
Change-22,270 (-100%)
Value—
Stephens Inc
N/A
Shares— from 20,804
Change-20,804 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 20,691
Change-20,691 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 20,505
Change-20,505 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 18,919
Change-18,919 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 18,877
Change-18,877 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 18,865
Change-18,865 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 18,518
Change-18,518 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 18,307
Change-18,307 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 17,394
Change-17,394 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 17,293
Change-17,293 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 17,214
Change-17,214 (-100%)
Value—
Nwam LLC
N/A
Shares— from 16,681
Change-16,681 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 16,098
Change-16,098 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 16,081
Change-16,081 (-100%)
Value—
Betterment LLC
N/A
Shares— from 15,810
Change-15,810 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 15,043
Change-15,043 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 14,527
Change-14,527 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 14,380
Change-14,380 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 13,733
Change-13,733 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 13,708
Change-13,708 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 13,620
Change-13,620 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 13,437
Change-13,437 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 12,998
Change-12,998 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 12,706
Change-12,706 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 12,493
Change-12,493 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 12,281
Change-12,281 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 12,163
Change-12,163 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 12,074
Change-12,074 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 11,501
Change-11,501 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 11,155
Change-11,155 (-100%)
Value—
Blair William & Co
N/A
Shares— from 11,133
Change-11,133 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 10,962
Change-10,962 (-100%)
Value—
&partners
N/A
Shares— from 10,931
Change-10,931 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 10,925
Change-10,925 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 10,483
Change-10,483 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 10,169
Change-10,169 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 10,160
Change-10,160 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 9,933
Change-9,933 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 9,556
Change-9,556 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 9,435
Change-9,435 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 9,121
Change-9,121 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 9,081
Change-9,081 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 9,039
Change-9,039 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 9,010
Change-9,010 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 8,950
Change-8,950 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 8,794
Change-8,794 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 8,686
Change-8,686 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 8,686
Change-8,686 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 8,613
Change-8,613 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 8,613
Change-8,613 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 8,542
Change-8,542 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 8,327
Change-8,327 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 8,142
Change-8,142 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 8,002
Change-8,002 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 7,852
Change-7,852 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 7,664
Change-7,664 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 7,604
Change-7,604 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 7,503
Change-7,503 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 7,332
Change-7,332 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 7,236
Change-7,236 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 6,941
Change-6,941 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 6,856
Change-6,856 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 6,677
Change-6,677 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 6,616
Change-6,616 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 6,549
Change-6,549 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 6,434
Change-6,434 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 6,102
Change-6,102 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 5,916
Change-5,916 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 5,816
Change-5,816 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 5,701
Change-5,701 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 5,617
Change-5,617 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 5,366
Change-5,366 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 5,308
Change-5,308 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 5,057
Change-5,057 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 4,953
Change-4,953 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 4,911
Change-4,911 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 4,853
Change-4,853 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 4,786
Change-4,786 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 4,623
Change-4,623 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 4,613
Change-4,613 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 4,601
Change-4,601 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 4,571
Change-4,571 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 4,522
Change-4,522 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 4,490
Change-4,490 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 4,271
Change-4,271 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 4,204
Change-4,204 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 4,199
Change-4,199 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 4,101
Change-4,101 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 4,024
Change-4,024 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 3,981
Change-3,981 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 3,807
Change-3,807 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 3,747
Change-3,747 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,635
Change-3,635 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 3,630
Change-3,630 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 3,609
Change-3,609 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 3,566
Change-3,566 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 3,480
Change-3,480 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 3,335
Change-3,335 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 3,313
Change-3,313 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 3,298
Change-3,298 (-100%)
Value—
Prospect Financial Services LLC
N/A
Shares— from 3,281
Change-3,281 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 3,229
Change-3,229 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 3,176
Change-3,176 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 2,994
Change-2,994 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 2,969
Change-2,969 (-100%)
Value—
Tower Bridge Advisors
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 2,795
Change-2,795 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 2,788
Change-2,788 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 2,770
Change-2,770 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 2,751
Change-2,751 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 2,506
Change-2,506 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
American Trust
N/A
Shares— from 2,473
Change-2,473 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 2,457
Change-2,457 (-100%)
Value—
ArchPoint Investors
N/A
Shares— from 2,450
Change-2,450 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 2,403
Change-2,403 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 2,321
Change-2,321 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 2,194
Change-2,194 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 2,171
Change-2,171 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 2,162
Change-2,162 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,152
Change-2,152 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 2,139
Change-2,139 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 2,014
Change-2,014 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 2,002
Change-2,002 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 1,984
Change-1,984 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 1,960
Change-1,960 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 1,919
Change-1,919 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 1,913
Change-1,913 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 1,899
Change-1,899 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 1,875
Change-1,875 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 1,875
Change-1,875 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 1,802
Change-1,802 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,795
Change-1,795 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 1,791
Change-1,791 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 1,783
Change-1,783 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 1,780
Change-1,780 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,756
Change-1,756 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 1,722
Change-1,722 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 1,614
Change-1,614 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 1,599
Change-1,599 (-100%)
Value—
Arvest Bank Trust Division
N/A
Shares— from 1,577
Change-1,577 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 1,573
Change-1,573 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 1,565
Change-1,565 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 1,487
Change-1,487 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 1,463
Change-1,463 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 1,419
Change-1,419 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 1,380
Change-1,380 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 1,367
Change-1,367 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 1,345
Change-1,345 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,342
Change-1,342 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 1,333
Change-1,333 (-100%)
Value—
Parvin Asset Management, LLC
N/A
Shares— from 1,330
Change-1,330 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 1,320
Change-1,320 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 1,317
Change-1,317 (-100%)
Value—
Kiley Juergens Wealth Management, LLC
N/A
Shares— from 1,305
Change-1,305 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,297
Change-1,297 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 1,272
Change-1,272 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 1,234
Change-1,234 (-100%)
Value—
TFO Wealth Partners, LLC
N/A
Shares— from 1,219
Change-1,219 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 1,211
Change-1,211 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 1,194
Change-1,194 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 1,168
Change-1,168 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 1,139
Change-1,139 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 1,136
Change-1,136 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,130
Change-1,130 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 1,123
Change-1,123 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 1,114
Change-1,114 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,060
Change-1,060 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 1,038
Change-1,038 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 1,030
Change-1,030 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 1,026
Change-1,026 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 995
Change-995 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 982
Change-982 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 979
Change-979 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 961
Change-961 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 927
Change-927 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 916
Change-916 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 912
Change-912 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 906
Change-906 (-100%)
Value—
Intrepid Capital Management Inc
N/A
Shares— from 897
Change-897 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 891
Change-891 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 867
Change-867 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 860
Change-860 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 858
Change-858 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 848
Change-848 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 842
Change-842 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 826
Change-826 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 823
Change-823 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 820
Change-820 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 802
Change-802 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 800
Change-800 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 799
Change-799 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 790
Change-790 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 783
Change-783 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 722
Change-722 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 701
Change-701 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 699
Change-699 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 697
Change-697 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 682
Change-682 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 641
Change-641 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 636
Change-636 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 535
Change-535 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 499
Change-499 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 427
Change-427 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 395
Change-395 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 363
Change-363 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 351
Change-351 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 344
Change-344 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 309
Change-309 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 240
Change-240 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 239
Change-239 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 237
Change-237 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 221
Change-221 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 207
Change-207 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 195
Change-195 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 188
Change-188 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 132
Change-132 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 131
Change-131 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 124
Change-124 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 95
Change-95 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 70
Change-70 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 40
Change-40 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 32
Change-32 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 27
Change-27 (-100%)
Value—
Cypress Capital Management LLC (WY)
N/A
Shares— from 22
Change-22 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 11
Change-11 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 10
Change-10 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 9
Change-9 (-100%)
Value—
Status
LPL Financial LLC
INCREASED2,464,2452,348,860+115,385+5%$682.6M$726.7M+$44.1M2026-11-06
First Citizens Bank & Trust Co
DECREASED1,724,1863,425,577-1,701,391-50%$995.5M$508.5M-$487.1M2026-10-14
Commonwealth Equity Services, LLC
DECREASED790,751828,066-37,315-5%$240.7M$233.2M-$7.5M2026-11-02
Victory Financial Group, LLC
INCREASED467,852453,284+14,568+3%$131.7M$138.0M+$6.2M2026-10-27
Truist Financial Corp
INCREASED449,370443,280+6,090+1%$128.8M$132.5M+$3.7M2026-10-30
Lido Advisors, LLC
DECREASED390,307402,312-12,005-3%$116.9M$115.1M-$1.8M2026-11-04
Davenport & Co LLC
INCREASED380,899310,652+70,247+23%$90.3M$112.3M+$22.0M2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED353,364352,122+1,242+0%$102.3M$104.2K-$102.2M2026-11-02
Wilmington Savings Fund Society, FSB
DECREASED348,216360,678-12,462-3%$104.8M$102.7M-$2.1M2026-10-23
First Citizens Asset Management, Inc.
DECREASED288,689296,224-7,535-3%$86.1M$85.1M-$951.3K2026-11-06
Bryn Mawr Trust Advisors, LLC
DECREASED254,067255,752-1,685-1%$74.3M$74.9M+$600.3K2026-11-04
SVB Wealth LLC
DECREASED253,280294,116-40,836-14%$85.5M$74.7M-$10.8M2026-11-06
Kestra Advisory Services, LLC
INCREASED242,612239,884+2,728+1%$69.7M$71.5M+$1.8M2026-11-02
Portfolio Strategies, Inc.
DECREASED223,820227,020-3,200-1%$66.0M$66.0M+$30.5K2026-11-06
Intelligence Driven Advisers, LLC
DECREASED200,044205,851-5,807-3%$59.8M$59.0M-$829.3K2026-10-09
Kingdom Financial Group Llc.
INCREASED191,121181,309+9,812+5%$52.7M$56.4M+$3.7M2026-11-04
Kestra Private Wealth Services, LLC
INCREASED162,120153,748+8,372+5%$44.7M$47.8M+$3.1M2026-11-06
LifeWealth Investments, LLC
INCREASED143,533140,725+2,808+2%$40.9M$42.3M+$1.4M2026-10-21
ProVise Management Group, LLC
INCREASED138,289137,347+942+1%$39.9M$40.8M+$867.0K2026-11-06
Moneco Advisors, LLC
DECREASED131,439149,208-17,769-12%$43.4M$38.8M-$4.6M2026-11-05
Brookstone Capital Management
INCREASED124,129115,100+9,029+8%$33.5M$36.6M+$3.2M2026-10-22
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED123,951134,581-10,630-8%$39.1M$36.6M-$2.6M2026-10-14
Richard P Slaughter Associates Inc
DECREASED123,621132,048-8,427-6%$38.4M$36.5M-$1.9M2026-10-13
Sterling Capital Management LLC
DECREASED122,269134,720-12,451-9%$39.2M$36.1M-$3.1M2026-10-22
Howard Bailey Securities, LLC
INCREASED117,702114,885+2,817+2%$33.4M$34.7M+$1.3M2026-10-27
Compton Wealth Advisory Group, LLC
DECREASED116,360117,409-1,049-1%$33.8M$34.4M+$606.9K2026-10-13
Titleist Asset Management, LLC
INCREASED102,39399,554+2,839+3%$28.9M$30.2M+$1.3M2026-10-08
JSF Financial, LLC
INCREASED97,73990,402+7,337+8%$26.3M$28.8M+$2.6M2026-10-22
Merit Financial Group, LLC
DECREASED94,91797,027-2,110-2%$28.2M$28.0M-$206.1K2026-11-06
Valmark Advisers, Inc.
INCREASED88,93487,978+956+1%$25.6M$26.2M+$659.4K2026-11-06
IAG Wealth Partners, LLC
INCREASED87,93440,968+46,966+115%$11.9M$25.9M+$14.0M2026-11-06
RTD Financial Advisors, Inc.
INCREASED86,13780,599+5,538+7%$23.4M$25.4M+$2.0M2026-10-09
Fischer Financial Services, Inc.
DECREASED84,84685,786-940-1%$24.9M$25.0M+$90.5K2026-10-30
Key Capital Management, Inc
INCREASED81,81171,128+10,683+15%$20.7M$24.1M+$3.5M2026-11-03
Investors Research Corp
DECREASED81,40981,693-2840%$23.7M$24.0M+$266.7K2026-10-07
Montgomery Financial Services LLC
INCREASED77,15274,091+3,061+4%$21.5M$22.8M+$1.2M2026-11-03
Principal Financial Group Inc
DECREASED72,149118,149-46,000-39%$34.3M$21.3M-$13.1M2026-11-02
Simplicity Wealth,LLC
INCREASED68,35765,838+2,519+4%$19.1M$20.2M+$1.0M2026-10-23
Horst & Graben Wealth Management LLC
DECREASED68,07269,778-1,706-2%$20.1M$20.1M-$7.5K2026-11-02
Equity Wealth Partners, LLC
INCREASED65,11864,297+821+1%$18.7M$19.2M+$517.8K2026-10-26
Certified Advisory Corp
DECREASED64,33365,757-1,424-2%$19.1M$19.0M-$137.7K2026-10-29
Family Capital Management, Inc.
DECREASED63,27164,584-1,313-2%$18.8M$18.7M-$110.2K2026-11-03
Stonebridge Financial Planning Group, LLC
INCREASED61,02360,541+482+1%$17.6M$18.0M+$401.9K2026-11-06
Atwater Malick LLC
INCREASED60,09259,374+718+1%$17.3M$17.7M+$466.5K2026-10-15
Allworth Financial LP
INCREASED58,7264,920+53,806+1094%$1.4M$17.1M+$15.6M2026-11-06
Asset Allocation Strategies LLC
INCREASED58,00154,215+3,786+7%$15.8M$17.1M+$1.3M2026-10-20
Cosner Financial Group, LLC
INCREASED53,72753,468+259+0%$15.5M$15.8M+$305.9K2026-11-03
Prime Capital Investment Advisors, LLC
INCREASED51,94951,573+376+1%$15.0M$15.3M+$332.3K2026-10-20
CGC Financial Services, LLC
INCREASED50,22447,947+2,277+5%$13.9M$14.8M+$877.2K2026-10-13
McAdam, LLC
INCREASED49,44349,227+216+0%$14.3M$14.6M+$274.8K2026-10-21
Sculati Wealth Management, LLC
DECREASED48,33260,965-12,633-21%$17.0M$14.4M-$2.6M2026-10-19
Cornerstone Wealth, LLC
INCREASED48,14342,197+5,946+14%$12.2M$13.5M+$1.3M2026-10-28
Bluesphere Advisors LLC
DECREASED46,46548,040-1,575-3%$14.0M$13.7M-$258.4K2026-10-19
Wellington Grp LLC
INCREASED45,95140,802+5,149+13%$11.9M$13.6M+$1.7M2026-11-06
Yankcom Partnership
INCREASED45,83041,218+4,612+11%$12.0M$13.5M+$1.5M2026-10-15
Meridian Financial Partners LLC
INCREASED44,98143,243+1,738+4%$12.5M$13.1M+$628.4K2026-10-23
Bond & Devick Financial Network, Inc.
INCREASED43,19842,216+982+2%$12.3M$12.7M+$470.7K2026-10-23
Fifth Third Securities, Inc.
DECREASED40,11743,048-2,931-7%$12.5M$11.8M-$679.7K2026-10-21
Crumly & Associates Inc.
DECREASED40,09040,226-1360%$11.7M$11.8M+$132.5K2026-10-07
Benchmark Financial Wealth Advisors, LLC
INCREASED39,60739,277+330+1%$11.4M$11.7M+$265.9K2026-10-20
Wealthcare Advisory Partners LLC
INCREASED37,34834,206+3,142+9%$9.9M$11.0M+$1.1M2026-10-21
Hidden Cove Wealth Management, LLC
DECREASED37,31369,390-32,077-46%$20.2M$11.0M-$9.2M2026-10-19
Sunrise Financial Services, LLC
INCREASED36,40233,346+3,056+9%$9.7M$10.7M+$1.0M2026-10-21
Mezzasalma Advisors, LLC
INCREASED34,73232,471+2,261+7%$5.8M$5.8M+$4.8K2026-10-14
Providence Financial Advisors, LLC
INCREASED33,16530,416+2,749+9%$8.8M$9.8M+$941.1K2026-11-06
Burns Matteson Capital Management, LLC
DECREASED31,92932,859-930-3%$9.5M$9.4M-$133.5K2026-10-16
IFS Advisors, LLC
NEW31,444—+31,444——$9.3M—2026-10-14
Oak Harvest Investment Services
DECREASED31,04431,172-1280%$9.1M$9.2M+$95.7K2026-10-20
Processus Wealth & Capital Management, LLC
DECREASED29,27430,982-1,708-6%$9.0M$8.6M-$370.8K2026-10-16
Harbor Investment Advisory, LLC
DECREASED28,54429,392-848-3%$8.5M$8.4M-$124.0K2026-10-13
Capital Asset Advisory Services LLC
DECREASED27,26828,440-1,172-4%$8.3M$7.7M-$565.5K2026-10-30
Basso Capital Management, L.P.
DECREASED27,09929,496-2,397-8%$8.6M$8.0M-$580.4K2026-10-30
Everest Financial Group LLC
DECREASED25,67127,633-1,962-7%$8.0M$7.6M-$460.0K2026-11-06
Elevation Capital Advisory, LLC
DECREASED24,93849,647-24,709-50%$14.4M$7.4M-$7.1M2026-10-29
Perigon Wealth Management, LLC
INCREASED24,33323,285+1,048+5%$6.8M$7.2M+$409.1K2026-10-22
Creative Planning
INCREASED24,25622,952+1,304+6%$6.7M$7.2M+$483.1K2026-11-02
IFP Advisors, Inc
DECREASED23,99624,854-858-3%$7.2M$7.1M-$146.4K2026-10-16
626 Financial, LLC
DECREASED23,86227,291-3,429-13%$7.9M$7.0M-$894.2K2026-11-04
Carolina Wealth Management Inc
INCREASED23,21515,714+7,501+48%$4.6M$6.8M+$2.3M2026-10-29
Foronjy Financial LLC
DECREASED22,79725,094-2,297-9%$7.3M$6.7M-$569.8K2026-10-14
Financial Partners Group, Inc
DECREASED22,45922,890-431-2%$6.7M$6.6M-$29.0K2026-10-19
Waldron Private Wealth LLC
DECREASED22,07222,078-60%$6.4M$6.5M+$92.9K2026-11-02
US Bancorp \de\
DECREASED21,83722,269-432-2%$6.5M$6.4M-$32.8K2026-11-05
Farther Finance Advisors, LLC
INCREASED21,57620,757+819+4%$6.0M$6.4M+$330.8K2026-10-08
Cooper Financial Group
INCREASED20,83614,671+6,165+42%$4.3M$6.1M+$1.9M2026-10-07
Milestone Investment Advisors LLC
DECREASED19,72919,964-235-1%$5.8M$5.8M+$16.3K2026-11-05
Concurrent Investment Advisors, LLC
INCREASED19,69118,076+1,615+9%$5.3M$5.8M+$553.9K2026-10-16
Samalin Investment Counsel, LLC
INCREASED19,27818,598+680+4%$5.4M$5.7M+$280.4K2026-10-23
Onyx Bridge Wealth Group LLC
INCREASED18,72017,437+1,283+7%$5.1M$5.5M+$453.1K2026-10-16
Granville Capital, Inc.
UNCHANGED18,65118,65100%$5.4M$5.5M+$80.0K2026-11-05
Partners Wealth Management, LLC
NEW17,407—+17,407——$5.1M—2026-10-28
Gradient Investments LLC
INCREASED17,35816,519+839+5%$4.8M$5.1M+$318.1K2026-10-08
Flagstar Securities, Inc
INCREASED17,21017,055+155+1%$5.0M$5.1M+$118.8K2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED17,04815,097+1,951+13%$4.4M$5.1M+$710.6K2026-10-13
Cyndeo Wealth Partners, LLC
UNCHANGED16,86916,86900%$4.9M$5.0M+$72.4K2026-10-16
Compound Planning, Inc.
DECREASED16,84325,823-8,980-35%$7.5M$5.0M-$2.5M2026-11-05
Fifth Third Bancorp
DECREASED16,17118,440-2,269-12%$5.4M$4.8M-$590.0K2026-11-05
VestGen Advisors, LLC
DECREASED15,84118,585-2,744-15%$5.4M$4.7M-$729.6K2026-10-27
Thrivent Financial for Lutherans
DECREASED15,82120,723-4,902-24%$6.0M$4.7M-$1.3M2026-11-05
FWG Investments, Llc.
DECREASED15,76316,809-1,046-6%$4.9M$4.6M-$236.2K2026-11-03
Sovran Advisors, LLC
INCREASED15,72215,591+131+1%$4.2M$4.5M+$247.4K2026-11-02
Quest 10 Wealth Builders, Inc.
INCREASED14,91914,731+188+1%$4.3M$4.4M+$118.7K2026-11-02
Avior Wealth Management, LLC
DECREASED14,62115,380-759-5%$4.5M$4.3M-$158.1K2026-10-13
MGO One Seven LLC
INCREASED14,14613,724+422+3%$4.0M$4.2M+$183.5K2026-10-28
Financial Freedom, LLC
DECREASED13,40013,821-421-3%$4.0M$4.0M-$64.9K2026-11-06
RFG Advisory, LLC
DECREASED13,35115,889-2,538-16%$4.6M$3.9M-$680.3K2026-11-03
Kelly Financial Group LLC
DECREASED13,23113,985-754-5%$4.1M$3.9M-$162.4K2026-10-16
Visionary Wealth Advisors
DECREASED13,05713,338-281-2%$3.9M$3.9M-$25.7K2026-11-04
PNC Financial Services Group, Inc.
DECREASED12,83313,490-657-5%$3.9M$3.8M-$135.8K2026-11-06
SigFig Wealth Management, LLC
NEW12,589—+12,589——$3.7M—2026-10-07
Lloyd Advisory Services, Llc.
INCREASED12,4268,072+4,354+54%$2.3M$3.7M+$1.3M2026-11-02
Global Wealth Management Investment Advisory, Inc.
DECREASED12,42612,808-382-3%$3.7M$3.7M-$57.7K2026-11-04
Benchmark Financial, LLC
DECREASED12,20912,364-155-1%$3.6M$3.6M+$7.4K2026-10-16
OxenFree Capital LLC
INCREASED12,20011,840+360+3%$3.4M$3.7M+$345.8K2026-10-07
Park Avenue Securities LLC
INCREASED11,9982,894+9,104+315%$841.0K$3.5K-$837.5K2026-10-26
Rhodes Investment Advisors Inc
INCREASED11,95211,515+437+4%$3.3M$3.5M+$178.3K2026-10-07
Fifth Third Wealth Advisors LLC
DECREASED11,26011,538-278-2%$3.4M$3.3M-$32.5K2026-10-22
Spectrum Advisors, Inc.
DECREASED11,04611,155-109-1%$3.2M$3.3M+$15.7K2026-11-03
Strategic Blueprint, LLC
INCREASED10,9488,959+1,989+22%$2.6M$3.2M+$625.0K2026-10-22
Fingerlakes Wealth Management, Inc.
INCREASED10,7239,468+1,255+13%$2.8M$3.2M+$410.6K2026-11-04
Elevation Point Wealth Partners, LLC
INCREASED10,719824+9,895+1201%$239.5K$3.2M+$2.9M2026-11-05
Valued Retirements, Inc.
DECREASED10,61211,019-407-4%$3.2M$3.1M-$72.8K2026-11-06
Independent Financial Group, LLC
INCREASED10,3469,719+627+6%$2.8M$3.1M+$226.4K2026-10-13
AdvisorNet Financial, Inc
INCREASED10,32110,031+290+3%$2.9M$3.0M+$101.5K2026-10-15
Midwest Trust Co
INCREASED10,2629,698+564+6%$2.8M$3.0M+$207.8K2026-10-22
Stokes Capital Advisors, LLC
DECREASED10,25613,264-3,008-23%$3.9M$3.0M-$830.2K2026-10-09
Signal Advisors Wealth, LLC
DECREASED9,97110,861-890-8%$3.2M$2.9M-$216.0K2026-10-13
B.O.S.S. Retirement Advisors, LLC
DECREASED9,93710,873-936-9%$3.2M$2.9M-$229.4K2026-10-26
WJ Wealth Management, LLC
DECREASED9,8599,901-420%$2.9M$2.9M+$30.1K2026-11-03
Meridian Wealth Management, LLC
INCREASED9,0547,683+1,371+18%$2.2M$2.7M+$437.3K2026-11-05
Focus Financial Network, Inc.
INCREASED9,0078,973+34+0%$2.6M$2.7M+$48.3K2026-10-14
Whelan Financial
UNCHANGED8,9578,95700%$2.6M$2.6M+$38.4K2026-10-28
Private Trust Co NA
DECREASED8,6748,830-156-2%$2.6M$2.6M-$8.1K2026-10-20
Ashton Thomas Private Wealth, LLC
DECREASED8,6068,926-320-4%$2.6M$2.5M-$56.0K2026-11-03
Venture Visionary Partners LLC
DECREASED8,4848,554-70-1%$2.5M$2.5M+$16.2K2026-10-07
Accurate Wealth Management, LLC
INCREASED8,0256,956+1,069+15%$2.0M$2.4M+$378.6K2026-10-20
Prospera Financial Services Inc
INCREASED7,9977,319+678+9%$2.1M$2.2M+$86.6K2026-11-04
Post Resch Tallon Group Inc.
INCREASED7,9387,613+325+4%$2.2M$2.3M+$128.5K2026-10-09
Tactive Advisors, LLC
INCREASED7,3397,112+227+3%$2.1M$2.2M+$97.5K2026-10-08
Dana Investment Advisors, Inc.
DECREASED7,1117,909-798-10%$2.3M$2.1M-$201.4K2026-11-06
New England Private Wealth Advisors LLC
INCREASED7,1017,097+4+0%$2.0M$2.1M+$143.3K2026-10-19
J.W. Cole Advisors, Inc.
INCREASED7,0807,000+80+1%$2.0M$2.1M+$53.6K2026-11-05
Cornerstone Planning Group LLC
INCREASED7,0256,993+32+0%$2.0M$2.1M+$132.3K2026-10-16
Mason & Associates, LLC
DECREASED6,8266,933-107-2%$2.0M$2.0M-$1.8K2026-10-26
WBH Advisory Inc
INCREASED6,7936,733+60+1%$2.0M$2.0M+$46.7K2026-11-05
Decker Retirement Planning Inc.
DECREASED6,6717,029-358-5%$2.0M$2.0M-$75.4K2026-10-19
Centennial Advisors, LLC
DECREASED6,4946,686-192-3%$1.9M$1.9M-$28.1K2026-10-21
Russell Investments Group, Ltd.
INCREASED6,3822,337+4,045+173%$679.2K$1.9M+$1.2M2026-11-06
Arcadia Wealth Management, LLC
DECREASED6,3387,693-1,355-18%$2.2M$1.9M-$366.6K2026-10-22
Money Concepts Capital Corp
INCREASED6,0445,705+339+6%$1.7M$1.8M+$124.7K2026-11-06
Vise Technologies, Inc.
INCREASED6,0005,565+435+8%$1.6M$1.8M+$152.1K2026-10-29
Legacy Edge Advisors, LLC
INCREASED5,8624,670+1,192+26%$1.4M$1.7M+$371.6K2026-11-06
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED5,5585,504+54+1%$1.6M$1.6M+$39.6K2026-10-14
Smart Wealth LLC
DECREASED5,4995,515-160%$1.6M$1.6M+$19.1K2026-11-04
Patten & Patten Inc
INCREASED5,4215,221+200+4%$1.5M$1.6M+$81.4K2026-10-26
SeaBridge Investment Advisors LLC
NEW5,412—+5,412——$1.6M—2026-11-02
Creative Financial Designs Inc
INCREASED5,237863+4,374+507%$250.8K$1.5M+$1.3M2026-11-04
Wedmont Private Capital
INCREASED5,1315,038+93+2%$1.5M$1.5M+$70.3K2026-10-09
B. Riley Wealth Advisors, Inc.
NEW5,110—+5,110——$1.5M—2026-10-13
MBL Wealth, LLC
UNCHANGED5,0005,00000%$1.5M$1.5M+$21.5K2026-10-22
Werba Rubin Papier Wealth Management
DECREASED4,9505,016-66-1%$1.5M$1.5M+$2.1K2026-11-06
Future Financial Wealth Managment LLC
DECREASED4,73522,502-17,767-79%$6.2M$1.4M-$4.8M2026-10-15
Savant Capital, LLC
INCREASED4,6614,297+364+8%$1.2M$1.4M+$125.8K2026-11-06
Deutsche Bank Ag\
DECREASED4,6244,732-108-2%$1.4M$1.4M-$11.6K2026-11-06
Stewardship Advisors, LLC
INCREASED4,2784,243+35+1%$1.2M$1.3M+$28.5K2026-10-20
Dagco, Inc.
DECREASED4,1844,828-644-13%$1.4M$1.2M-$169.3K2026-10-20
Ameliora Wealth Management Ltd.
DECREASED4,0264,068-42-1%$1.2M$1.2M+$5.1K2026-10-23
Sigma Planning Corp
INCREASED3,8993,747+152+4%$1.1M$1.1M+$61.1K2026-10-23
Catalyst Financial Partners LLC
INCREASED3,8963,883+13+0%$1.1M$1.1M+$20.5K2026-11-06
Seros Financial, LLC
INCREASED3,8823,826+56+1%$1.1M$1.1M+$32.9K2026-10-21
Bank of New York Mellon Corp
INCREASED3,7973,796+1+0%$1.1M$1.1M+$16.5K2026-11-05
Cahaba Wealth Management, Inc.
INCREASED3,7823,562+220+6%$1.0M$1.1M+$80.2K2026-10-26
Focused Alpha, LLC
INCREASED3,7053,380+325+10%$982.3K$1.1M+$110.3K2026-10-20
Kohmann Bosshard Financial Services, LLC
UNCHANGED3,6663,66600%$1.1M$1.1M+$15.7K2026-11-04
Associated Banc-Corp
NEW3,642—+3,642——$1.1M—2026-10-30
Citizens Financial Group Inc
INCREASED3,6211,153+2,468+214%$335.0K$1.1M+$732.9K2026-10-23
Optivise Advisory Services LLC
UNCHANGED3,5153,51500%$1.0M$1.0M+$15.1K2026-10-19
Compass Financial Services Inc
INCREASED3,4373,436+1+0%$998.6K$1.0M+$15.0K2026-11-06
Larson Financial Group LLC
INCREASED3,4203,253+167+5%$945.5K$1.0M+$63.3K2026-11-05
Confluence Wealth Services, Inc.
DECREASED3,3643,682-318-9%$1.1M$992.1K-$78.0K2026-11-05
Westco Advisory Services Inc
INCREASED3,3413,192+149+5%$927.7K$985.3K+$57.6K2026-10-14
Clear Harbor Asset Management, LLC
INCREASED3,2753,273+2+0%$951.1K$965.9K+$14.8K2026-11-05
Gibbs Wealth Management
DECREASED3,2613,263-20%$948.3K$961.7K+$13.4K2026-10-22
HUB Investment Partners, LLC
DECREASED3,2593,438-179-5%$999.3K$961.1K-$38.2K2026-11-03
Keybank National Association
UNCHANGED3,0813,08100%$895.4K$908.6K+$13.2K2026-11-04
CoreCap Advisors, LLC
INCREASED3,0022,320+682+29%$674.2K$885.3K+$211.1K2026-10-08
Merkkuri Wealth Advisors LLC
INCREASED2,9982,996+2+0%$870.6K$884.1K+$13.6K2026-11-03
Redwood Financial Network Corp
DECREASED2,9653,587-622-17%$1.0M$874.4K-$168.0K2026-11-03
Networth Advisors, LLC
DECREASED2,9583,118-160-5%$906.1K$872.3K-$33.9K2026-11-03
Golden State Wealth Management, LLC
DECREASED2,9533,229-276-9%$938.5K$871.0K-$67.5K2026-11-02
Key Client Fiduciary Advisors, LLC
INCREASED2,9272,825+102+4%$821.0K$863.3K+$42.3K2026-10-19
HBK Sorce Advisory LLC
DECREASED2,8663,213-347-11%$930.6K$744.7K-$186.0K2026-11-06
Regions Financial Corp
UNCHANGED2,8102,81000%$816.6K$828.7K+$12.1K2026-11-05
Triad Wealth Partners, LLC
DECREASED2,7952,811-16-1%$793.2K$824.2K+$31.1K2026-10-26
Orgel Wealth Management, LLC
UNCHANGED2,6352,63500%$765.8K$777.1K+$11.3K2026-10-14
Sima Wealth Partners, LLC
UNCHANGED2,6342,63400%$765.5K$776.8K+$11.3K2026-10-19
Fortitude Family Office, LLC
UNCHANGED2,6102,61000%$758.5K$769.7K+$11.2K2026-10-14
First Heartland Consultants, Inc.
DECREASED2,5622,582-20-1%$750.4K$755.7K+$5.3K2026-10-08
Elm3 Financial Group, LLC
DECREASED2,5152,660-145-5%$773.2K$741.6K-$31.6K2026-10-07
Kelly Financial Services LLC
INCREASED2,4701,336+1,134+85%$388.3K$728.4K+$340.2K2026-10-20
Montag A & Associates Inc
DECREASED2,4662,536-70-3%$737.0K$727.2K-$9.8K2026-10-29
Reap Financial Group, LLC
DECREASED2,4562,698-242-9%$784.0K$724.3K-$59.7K2026-11-02
Level Four Advisory Services, LLC
INCREASED2,4382,327+111+5%$676.3K$719.2K+$42.9K2026-11-06
Rossby Financial, LCC
DECREASED2,4373,057-620-20%$888.4K$718.6K-$169.8K2026-11-05
Smith Shellnut Wilson LLC
INCREASED2,4322,090+342+16%$607.4K$717.2K+$109.8K2026-10-21
GenWealth Group, Inc.
DECREASED2,4152,558-143-6%$743.4K$712.2K-$31.2K2026-10-16
Yoder Wealth Management, Inc.
UNCHANGED2,4112,41100%$700.7K$711.0K+$10.3K2026-10-13
Apella Capital, LLC
UNCHANGED2,4032,40300%$682.1K$728.6K+$46.5K2026-10-08
Instrumental Wealth, LLC
INCREASED2,3731,694+679+40%$492.2K$699.8K+$207.6K2026-10-20
HRC Wealth Management, LLC
INCREASED2,3202,318+2+0%$673.6K$684.1K+$10.5K2026-10-16
Diversified Trust Co
DECREASED2,3112,436-125-5%$708.0K$681.5K-$26.4K2026-11-06
Stronghold Wealth Management L.L.C.
INCREASED2,3042,300+4+0%$668.4K$679.5K+$11.0K2026-10-16
AMG National Trust Bank
DECREASED2,3002,355-55-2%$684.4K$678.3K-$6.1K2026-11-05
D.A. Davidson & Co.
INCREASED2,2921,692+600+35%$491.7K$675.9K+$184.2K2026-10-28
PTM Wealth Management, LLC
INCREASED2,2922,290+2+0%$629.5K$696.2K+$66.7K2026-10-23
Mueller Wealth, LLC
DECREASED2,2872,409-122-5%$700.1K$674.6K-$25.5K2026-11-05
Y-Intercept (Hong Kong) Ltd
NEW2,257—+2,257——$665.6K—2026-10-16
TCP Asset Management, LLC
DECREASED2,2292,273-44-2%$660.6K$665.8K+$5.2K2026-10-14
Flagship Harbor Advisors, LLC
INCREASED2,2022,201+1+0%$639.6K$649.4K+$9.8K2026-10-26
Revolve Wealth Partners, LLC
UNCHANGED2,1262,12600%$617.9K$627.0K+$9.1K2026-10-23
MidAtlantic Capital Management, Inc.
UNCHANGED2,1232,12300%$617.0K$626.1K+$9.1K2026-11-05
Daviman Financial, LLC
INCREASED2,0212,014+7+0%$585.3K$596.1K+$10.8K2026-11-06
Beacon Financial Advisory LLC
DECREASED2,0082,013-50%$584.9K$592.1K+$7.3K2026-10-16
Simon Quick Advisors, LLC
UNCHANGED2,0012,00100%$581.5K$590.1K+$8.6K2026-10-26
Capital Advisors Wealth Management, LLC
DECREASED1,9721,996-24-1%$580.1K$581.6K+$1.4K2026-10-09
Granite Islands Private Wealth, LLC
INCREASED1,9281,917+11+1%$556.1K$568.5K+$12.4K2026-10-16
Cyr Financial Inc.
DECREASED1,9171,947-30-2%$566.0K$565.3K-$6992026-10-16
HBW Advisory Services LLC
INCREASED1,8921,761+131+7%$511.7K$557.9K+$46.2K2026-10-15
Tounjian Advisory Partners, LLC
DECREASED1,8641,872-80%$543.9K$549.7K+$5.8K2026-11-04
Redstone Wealth Management, LLC
DECREASED1,8611,873-12-1%$544.3K$548.8K+$4.5K2026-10-20
Evolution Wealth Management Inc.
UNCHANGED1,8521,85200%$538.2K$546.2K+$7.9K2026-10-28
Seven Mile Advisory
UNCHANGED1,8511,85100%$537.9K$545.9K+$7.9K2026-10-22
Woodmont Investment Counsel LLC
UNCHANGED1,8411,84100%$535.0K$542.9K+$7.9K2026-10-29
Provenance Wealth Advisors, LLC
NEW1,821—+1,821——$537.0K—2026-10-30
National Wealth Management Group, LLC
DECREASED1,8071,834-27-1%$533.1K$532.8K-$2862026-10-26
Dynamic Advisor Solutions LLC
DECREASED1,8032,049-246-12%$595.4K$531.6K-$63.8K2026-10-13
Integrated Advisors Network LLC
DECREASED1,8031,811-80%$526.3K$531.7K+$5.4K2026-10-20
Parallel Advisors, LLC
DECREASED1,7812,267-486-21%$658.8K$525.2K-$133.6K2026-11-03
Joel Isaacson & Co., LLC
INCREASED1,7801,778+2+0%$516.9K$524.8K+$8.0K2026-11-05
AlphaCore Capital LLC
DECREASED1,7772,325-548-24%$675.7K$524.2K-$151.6K2026-11-04
Able Wealth Management LLC
DECREASED1,7621,928-166-9%$560.3K$531.8K-$28.5K2026-10-13
Principle Wealth Partners LLC
UNCHANGED1,7361,73600%$504.5K$512.0K+$7.4K2026-11-02
United Advisor Group, LLC
INCREASED1,7241,525+199+13%$443.2K$508.4K+$65.2K2026-11-03
Kestra Investment Management, LLC
INCREASED1,7091,239+470+38%$360.1K$504.1K+$144.0K2026-11-04
Comprehensive Financial Planning, Inc.
INCREASED1,6681,667+1+0%$484.5K$492.1K+$7.5K2026-10-27
Secure Asset Management, LLC
DECREASED1,6672,018-351-17%$586.5K$491.7K-$94.8K2026-10-19
Tennessee Valley Asset Management Partners
DECREASED1,6281,822-194-11%$529.4K$480.1K-$49.3K2026-11-03
Total Clarity Wealth Management, Inc.
INCREASED1,6231,585+38+2%$460.7K$478.8K+$18.1K2026-10-26
NBT Bank, N.A.
UNCHANGED1,5301,53000%$444.6K$451.2K+$6.6K2026-10-21
LexAurum Advisors, LLC
DECREASED1,4971,551-54-3%$450.6K$441.6K-$9.1K2026-10-19
NWF Advisory Services Inc.
DECREASED1,4621,472-10-1%$427.7K$431.3K+$3.6K2026-10-19
SAX Wealth Advisors, LLC
NEW1,461—+1,461——$430.8K—2026-10-13
Verum Partners LLC
INCREASED1,4561,454+2+0%$422.7K$429.3K+$6.6K2026-10-21
Krilogy Financial LLC
UNCHANGED1,4531,45300%$422.1K$434.3K+$12.1K2026-10-13
Grimes & Co Wealth Management, LLC
INCREASED1,4521,451+1+0%$421.6K$428.2K+$6.6K2026-10-29
Rodgers & Associates, LTD
DECREASED1,4461,471-25-2%$427.5K$426.4K-$1.1K2026-10-20
PFG Advisors
INCREASED1,4451,444+1+0%$419.7K$426.2K+$6.5K2026-10-16
True Private Wealth Advisors
INCREASED1,4251,424+1+0%$414.0K$420.4K+$6.4K2026-10-19
DDD Partners, LLC
UNCHANGED1,4101,41000%$409.8K$415.8K+$6.0K2026-11-02
Verus Capital Partners, LLC
DECREASED1,4091,427-18-1%$414.7K$415.6K+$8212026-11-03
BCU Wealth Advisors, LLC
INCREASED1,4041,403+1+0%$407.7K$414.0K+$6.4K2026-10-16
Mather Group, Llc.
INCREASED1,3971,322+75+6%$384.2K$412.1K+$27.9K2026-10-14
Crestwood Advisors Group, LLC
UNCHANGED1,3961,39600%$405.7K$411.7K+$6.0K2026-10-27
Auxano Advisors, LLC
DECREASED1,3861,660-274-17%$482.4K$408.7K-$73.7K2026-11-06
JFS Wealth Advisors, LLC
UNCHANGED1,3801,38000%$401.1K$407.0K+$5.9K2026-11-03
Rooted Wealth Advisors, Inc.
UNCHANGED1,3631,36300%$396.1K$396.1K$02026-11-03
HB Wealth Management, LLC
DECREASED1,3411,627-286-18%$472.8K$395.5K-$77.4K2026-10-23
McKinley Carter Wealth Services, Inc.
DECREASED1,3291,380-51-4%$401.1K$391.9K-$9.1K2026-10-16
Fermata Advisors, LLC
DECREASED1,3231,333-10-1%$387.4K$390.2K+$2.8K2026-10-13
Heck Capital Advisors, LLC
UNCHANGED1,2851,28500%$373.4K$379.0K+$5.5K2026-10-14
Fiduciary Alliance LLC
UNCHANGED1,2751,27500%$370.5K$376.0K+$5.5K2026-10-13
Wedbush Securities Inc
INCREASED1,2741,273+1+0%$370.0K$376-$369.6K2026-10-22
Independent Wealth Advisors LLC
UNCHANGED1,2671,26700%$368.2K$373.7K+$5.4K2026-10-27
Carnegie Investment Counsel
UNCHANGED1,2401,24000%$360.4K$365.7K+$5.3K2026-10-20
Parkside Financial Bank & Trust
INCREASED1,2151,214+1+0%$352.9K$358.2K+$5.4K2026-10-27
Members Wealth LLC
UNCHANGED1,2031,20300%$349.6K$364.7K+$15.1K2026-10-20
Dudley Capital Management, LLC
INCREASED1,1921,161+31+3%$337.4K$351.8K+$14.4K2026-10-23
Blue Trust, Inc.
DECREASED1,1901,194-40%$347.0K$350.9K+$3.9K2026-10-15
Private Wealth Group, LLC
DECREASED1,1831,221-38-3%$354.8K$348.9K-$6.0K2026-10-19
XY Planning Network, Inc.
UNCHANGED1,1751,17500%$341.5K$346.5K+$5.0K2026-10-14
Rockport Wealth LLC
UNCHANGED1,1501,15000%$334.2K$339.1K+$4.9K2026-11-03
Life Planning Partners, Inc
UNCHANGED1,1421,14200%$331.9K$336.8K+$4.9K2026-10-28
Synergy Asset Management, LLC
DECREASED1,1191,619-500-31%$470.5K$330.0K-$140.5K2026-11-05
Obsidian CIO, LLC
INCREASED1,0911,042+49+5%$302.8K$321.7K+$18.9K2026-11-05
Moors & Cabot, Inc.
DECREASED1,0681,137-69-6%$330.4K$315.0K-$15.5K2026-11-06
Fiduciary Family Office, LLC
UNCHANGED1,0651,06500%$309.5K$314.1K+$4.6K2026-11-04
Kingswood Wealth Advisors, LLC
INCREASED1,060847+213+25%$246.2K$312.6K+$66.5K2026-10-23
Harbor Asset Planning, Inc.
INCREASED1,0571,056+1+0%$307.0K$311.7K+$4.8K2026-10-23
Atria Investments, Inc
NEW1,037—+1,037——$305.8K—2026-10-15
StoneX Group Inc.
NEW1,014—+1,014——$293.8K—2026-11-03
EverSource Wealth Advisors, LLC
UNCHANGED1,0041,00400%$291.8K$296.1K+$4.3K2026-11-04
Chemung Canal Trust Co
UNCHANGED98798700%$286.8K$291.1K+$4.2K2026-11-04
1900 Wealth Management LLC
NEW983—+983——$289.9K—2026-10-13
Avestar Capital, LLC
UNCHANGED97997900%$284.5K$288.7K+$4.2K2026-10-28
James Investment Research, Inc.
UNCHANGED97697600%$283.6K$287.8K+$4.2K2026-10-22
Aprio Wealth Management, LLC
UNCHANGED96896800%$281.2K$285.5K+$4.4K2026-10-28
Centerpoint Advisory Group
INCREASED965865+100+12%$251.4K$284.6K+$33.2K2026-10-23
Csenge Advisory Group
NEW963—+963——$283.9K—2026-11-04
MY Wealth Management Inc.
DECREASED957968-11-1%$281.3K$282.2K+$9092026-10-21
Manchester Financial Inc
DECREASED941964-23-2%$280.2K$277.5K-$2.6K2026-10-15
Americana Partners, LLC
UNCHANGED93193100%$270.6K$274.6K+$4.0K2026-10-28
Financial Council, LLC
UNCHANGED92692600%$269.1K$273.1K+$4.0K2026-11-02
Coquina Private Wealth LLC
UNCHANGED92492400%$268.5K$272.5K+$4.0K2026-10-27
Trademark Financial Management, LLC
DECREASED9072,437-1,530-63%$708.2K$267.5K-$440.7K2026-10-23
First National Trust Co
UNCHANGED88088000%$255.7K$259.5K+$3.8K2026-10-28
Wisconsin Wealth Advisors, LLC
INCREASED863844+19+2%$245.3K$254.5K+$9.2K2026-10-08
Warner Financial, Inc
INCREASED841809+32+4%$235.2K$248.0K+$12.8K2026-11-06
Sowell Financial Services LLC
DECREASED8382,785-1,947-70%$809.4K$247.0K-$562.3K2026-10-23
Persium Advisors, LLC
UNCHANGED83783700%$243.2K$246.8K+$3.6K2026-10-07
Nfsg Corp
UNCHANGED82882800%$240.6K$244.2K+$3.6K2026-10-15
Spire Wealth Management
DECREASED820879-59-7%$255.5K$241.6K-$13.9K2026-10-30
Sterling Investment Advisors, Ltd.
UNCHANGED81081000%$235.4K$238.9K+$3.5K2026-10-27
Assetmark, Inc
INCREASED809806+3+0%$234.2K$238.6K+$4.3K2026-10-21
Cordatus Wealth Management LLC
UNCHANGED79979900%$232.2K$235.6K+$3.4K2026-10-19
Connecticut Wealth Management, LLC
UNCHANGED79879800%$231.9K$235.3K+$3.4K2026-10-13
PUREfi Wealth, LLC
INCREASED796739+57+8%$214.8K$234.7K+$20.0K2026-10-19
Partners in Financial Planning
UNCHANGED79679600%$231.3K$234.7K+$3.4K2026-11-06
Townsend Asset Management Corp
DECREASED779813-34-4%$236.3K$229.6K-$6.7K2026-10-29
Stackstone Wealth, LLC
NEW777—+777——$229.1K—2026-10-19
Oppenheimer & Co Inc
UNCHANGED77777700%$225.8K$229.1K+$3.3K2026-10-26
Family Investment Center, Inc.
UNCHANGED77477400%$224.9K$228.3K+$3.3K2026-10-19
Goldstein Advisors, LLC
DECREASED772846-74-9%$245.9K$227.7K-$18.2K2026-10-15
Root Financial Partners, LLC
INCREASED766736+30+4%$213.9K$225.9K+$12.0K2026-10-21
CWA Asset Management Group, LLC
UNCHANGED75375300%$218.8K$222.1K+$3.2K2026-10-19
Peachtree Investment Partners, LLC
UNCHANGED75075000%$218.0K$221.2K+$3.2K2026-11-05
Willner & Heller, LLC
UNCHANGED74974900%$217.6K$221.0K+$3.4K2026-10-28
Marino, Stram & Associates LLC
DECREASED742791-49-6%$229.9K$218.7K-$11.2K2026-10-22
Ring Mountain Capital, LLC
INCREASED741739+2+0%$214.8K$218.5K+$3.8K2026-10-13
Founders Financial Securities LLC
DECREASED740744-4-1%$216.2K$218.2K+$2.0K2026-10-28
Sound Income Strategies, LLC
DECREASED740741-10%$215.4K$221.2K+$5.8K2026-10-09
Valeo Financial Advisors, LLC
UNCHANGED72172100%$209.5K$212.6K+$3.1K2026-10-08
IFG Advisors, LLC
UNCHANGED71271200%$206.9K$210.0K+$3.1K2026-10-15
Sugar Maple Asset Management, LLC
DECREASED7103,665-2,955-81%$1.1M$209.3K-$855.7K2026-10-13
CFC Planning Co LLC
UNCHANGED71071000%$206.3K$209.4K+$3.0K2026-10-28
MBE Wealth Management, LLC
INCREASED709708+1+0%$205.8K$209.0K+$3.2K2026-10-26
Diversify Wealth Management, LLC
NEW696—+696——$203.4K—2026-10-20
Diversify Advisory Services, LLC
NEW696—+696——$203.4K—2026-10-20
Leuthold Group, LLC
NEW693—+693——$204.4K—2026-11-04
OpenArc Corporate Advisory, LLC
NEW691—+691——$203.8K—2026-10-21
Opinicus Capital, Inc.
NEW682—+682——$201.2K—2026-10-28
Integrity Investment Advisors, LLC
NEW680—+680——$200.5K—2026-11-03
Silver Grove Financial Group, Inc.
NEW678—+678——$199.9K—2026-11-05
Latitude Advisors, LLC
NEW615—+615——$181.4K—2026-10-27
Cassaday & Co Wealth Management LLC
UNCHANGED61561500%$178.7K$181.4K+$2.6K2026-10-27
Financial Consulate, Inc
UNCHANGED60660600%$176.1K$178.7K+$2.6K2026-10-23
Clearstead Advisors, LLC
UNCHANGED58258200%$169.1K$171.6K+$2.5K2026-11-06
Key FInancial Inc
UNCHANGED56456400%$163.9K$166.3K+$2.4K2026-11-02
Acropolis Investment Management, LLC
UNCHANGED56156100%$163.0K$165.4K+$2.4K2026-10-08
Center for Financial Planning, Inc.
UNCHANGED55955900%$162.5K$164.9K+$2.4K2026-10-26
Allspring Global Investments Holdings, LLC
DECREASED531560-29-5%$158.9K$159.0K+$532026-11-04
Go Invest LLC
DECREASED519521-20%$151.5K$153.0K+$1.6K2026-10-09
Rosenberg Matthew Hamilton
UNCHANGED42942900%$124.7K$126.5K+$1.8K2026-10-05
Signature Equity Partners, LLC
INCREASED42761+366+600%$17.7K$125.9K+$108.2K2026-10-29
Cherry Tree Wealth Management, LLC
UNCHANGED41541500%$120.6K$122.4K+$1.8K2026-10-15
Asset Dedication, LLC
UNCHANGED41041000%$119.2K$120.9K+$1.8K2026-11-03
Oakworth Capital, Inc.
NEW382—+382——$112.7K—2026-10-26
MassMutual Private Wealth & Trust, FSB
UNCHANGED34434400%$100.0K$101.4K+$1.5K2026-10-05
Planning Strategies Inc.
UNCHANGED31331300%$91.0K$92.3K+$1.3K2026-10-02
Valued Wealth Advisors LLC
DECREASED296297-10%$86.3K$87.2K+$8302026-11-05
West Paces Advisors Inc.
UNCHANGED28628600%$83.1K$84.3K+$1.2K2026-10-13
TD Waterhouse Canada Inc.
NEW265—+265——$78.3K—2026-10-16
Clayton Financial Group LLC
NEW257—+257——$75.8K—2026-10-13
Compass Financial Management LLC
DECREASED256316-60-19%$91.7K$75.6K-$16.1K2026-10-30
Elevated Capital Advisors, LLC
DECREASED231235-4-2%$68.3K$68.1K-$1722026-11-04
Simplex Trading, LLC
DECREASED221319-98-31%$92.7K$65.2K-$27.5K2026-11-04
Bokf, NA
UNCHANGED21621600%$62.8K$63.7K+$9272026-10-27
Lanark Financial, Inc.
UNCHANGED19419400%$56.4K$57.2K+$8332026-10-26
Bullock Wealth Management Group
DECREASED193238-45-19%$68.4K$57.0K-$11.4K2026-10-09
Dhjj Financial Advisors, Ltd.
UNCHANGED18818800%$54.6K$55.4K+$8072026-10-23
City Holding Co
UNCHANGED18518500%$53.8K$54.6K+$7952026-10-19
Triumph Capital Management
UNCHANGED17717700%$51.4K$52.2K+$7592026-10-14
Plante Moran Financial Advisors, LLC
DECREASED158400-242-60%$116.2K$46.6K-$69.6K2026-11-04
Birchbrook, Inc.
UNCHANGED15815800%$45.9K$46.6K+$6782026-10-14
Citigroup Inc
DECREASED148822-674-82%$238.9K$43.6K-$195.2K2026-11-04
Richardson Financial Services Inc.
NEW127—+127——$37.5K—2026-10-30
Cape Investment Advisory, Inc.
INCREASED10968+41+60%$19.8K$32.2K+$12.4K2026-10-13
Financial Perspectives, Inc
UNCHANGED10310300%$29.9K$30.4K+$4422026-11-03
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED10310300%$29.9K$30.4K+$4672026-10-28
Mascoma Wealth Management LLC
UNCHANGED10110100%$29.3K$29.8K+$4572026-10-23
Ascentis Wealth Management, LLC
UNCHANGED10010000%$29.1K$29.5K+$4302026-11-03
Central Trust Co
UNCHANGED10010000%$29.1K$29.5K+$4292026-11-05
Farmers & Merchants Investments Inc
UNCHANGED10010000%$29.1K$29.5K+$4292026-10-22
Global Trust Asset Management, LLC
UNCHANGED10010000%$29.1K$29.5K+$4292026-10-19
Eastern Bank
DECREASED97185-88-48%$53.8K$28.6K-$25.2K2026-10-05
Activest Wealth Management
UNCHANGED919100%$26.4K$26.8K+$3912026-10-15
Salomon & Ludwin, LLC
UNCHANGED747400%$21.3K$21.8K+$5252026-10-29
Clearstead Trust, LLC
UNCHANGED636300%$18.3K$18.6K+$2702026-11-06
Horizon Financial Services, LLC
UNCHANGED606000%$17.4K$17.6K+$2562026-11-04
Main Street Group, LTD
DECREASED47141-94-67%$41.0K$14.0K-$27.0K2026-10-28
Princeton Global Asset Management LLC
UNCHANGED444400%$12.8K$13.0K+$1892026-10-21
Capital Investment Advisory Services, LLC
UNCHANGED282800%$8.1K$8.3K+$1202026-10-30
Byrne Asset Management LLC
INCREASED2520+5+25%$5.8K$7.4K+$1.6K2026-10-06
Olistico Wealth, LLC
UNCHANGED252500%$7.3K$7.4K+$1072026-10-05
GK Wealth Management LLC
NEW20—+20——$5.9K—2026-10-09
Downshift Financial, LLC
UNCHANGED202000%$5.8K$5.9K+$862026-10-13
Gamma Investing LLC
UNCHANGED101000%$2.9K$2.9K+$432026-10-08
High Note Wealth, LLC
NEW8—+8——$2.4K—2026-10-27
Hazlett, Burt & Watson, Inc.
DECREASED830-22-73%$9$2-$72026-11-04
Glass Jacobson Investment Advisors llc
UNCHANGED4400%$1.2K$1.3K+$192026-10-26
Axxcess Wealth Management, LLC
CLOSED030,927-30,927-100%$9.0M$0-$9.0M2026-10-21
Empire Life Investments Inc.
CLOSED012,197-12,197-100%$3.5M$0-$3.5M2026-11-06
Inscription Capital, LLC
CLOSED09,930-9,930-100%$2.9M$0-$2.9M2026-11-02
Bouvel Investment Partners, LLC
CLOSED08,254-8,254-100%$2.4M$0-$2.4M2026-10-13
Patton Albertson Miller Group, LLC
CLOSED07,433-7,433-100%$2.2M$0-$2.2M2026-10-26
Colton Groome Financial Advisors, LLC
CLOSED03,330-3,330-100%$967.8K$0-$967.8K2026-10-06
KMG Fiduciary Partners, LLC
CLOSED02,362-2,362-100%$686.3K$0-$686.3K2026-10-14
Retireful, LLC
CLOSED01,393-1,393-100%$395.4K$0-$395.4K2026-10-09
Tenzing Financial LLC
CLOSED01,226-1,226-100%$352.7K$0-$352.7K2026-11-03
Pinnacle Wealth Management Advisory Group, LLC
CLOSED01,023-1,023-100%$297.3K$0-$297.3K2026-10-23
Pinnacle Associates LTD
CLOSED01,023-1,023-100%$297.3K$0-$297.3K2026-10-20
MW Advisory, LLC
CLOSED0915-915-100%$265.9K$0-$265.9K2026-10-19
TCV Trust & Wealth Management, Inc.
CLOSED0694-694-100%$201.7K$0-$201.7K2026-10-16
MLG Wealth Management DBA Pine Grove Financial Group
CLOSED0694-694-100%$201.7K$0-$201.7K2026-10-13
Commonwealth Retirement Investments LLC
CLOSED0534-534-100%$155.2K$0-$155.2K2026-10-26
Salem Investment Counselors Inc
CLOSED0299-299-100%$86.9K$0-$86.9K2026-10-13
International Assets Investment Management, LLC
CLOSED0169-169-100%$48.6K$0-$48.6K2026-11-02
SBK Financial, Inc.
CLOSED075-75-100%$21.8K$0-$21.8K2026-11-02
Atlatl Advisers LLC
CLOSED033-33-100%$9.6K$0-$9.6K2026-10-22
Institute for Wealth Management, Llc.
CLOSED025-25-100%$7.2K$0-$7.2K2026-11-06
Robinswood Financial LLC
CLOSED023-23-100%$6.7K$0-$6.7K2026-10-20
Tiaa-Cref Individual & Institutional Services, LLC
N/A—4,777,201-4,777,201-100%$1.4B———
Envestnet Portfolio Solutions, Inc.
N/A—3,635,042-3,635,042-100%$1.1B———
Ameriprise Financial Inc
N/A—3,526,143-3,526,143-100%$1.0B———
Bank of America Corp
N/A—3,371,795-3,371,795-100%$979.9M———
Morgan Stanley
N/A—1,353,744-1,353,744-100%$393.4M———
Mariner, LLC
N/A—992,209-992,209-100%$288.4M———
Wells Fargo & Company
N/A—773,855-773,855-100%$224.9M———
AE Wealth Management LLC
N/A—684,496-684,496-100%$198.9M———
Osaic Holdings, Inc.
N/A—622,017-622,017-100%$180.9M———
Boulay Financial Advisors, LLC
N/A—617,030-617,030-100%$179.3M———
Raymond James Financial Inc
N/A—593,910-593,910-100%$172.6M———
Atlantic Union Bankshares Corp
N/A—560,723-560,723-100%$163.0M———
UBS Group AG
N/A—424,651-424,651-100%$123.4M———
MML Investors Services, LLC
N/A—410,157-410,157-100%$119.2M———
Envestnet Asset Management Inc
N/A—399,156-399,156-100%$116.0M———
Cetera Investment Advisers
N/A—382,891-382,891-100%$111.3M———
Royal Bank of Canada
N/A—270,034-270,034-100%$78.5M———
Prosperity Consulting Group, LLC
N/A—246,540-246,540-100%$71.6M———
Jones Financial Companies Lllp
N/A—216,668-216,668-100%$60.3M———
SOA Wealth Advisors, Llc.
N/A—208,928-208,928-100%$60.7M———
Wharton Business Group, LLC
N/A—203,184-203,184-100%$59.0M———
Hantz Financial Services, Inc.
N/A—200,440-200,440-100%$58.3M———
Tiaa Trust, National Association
N/A—194,546-194,546-100%$56.5M———
Perennial Investment Advisors, LLC
N/A—175,672-175,672-100%$51.1M———
NewEdge Advisors, LLC
N/A—172,484-172,484-100%$50.1M———
Global Retirement Partners, LLC
N/A—172,371-172,371-100%$50.1M———
One Capital Management, LLC
N/A—162,986-162,986-100%$40.6M———
Private Advisor Group, LLC
N/A—152,777-152,777-100%$44.4M———
Aspire Capital Advisors LLC
N/A—144,097-144,097-100%$41.9M———
Waverly Advisors, LLC
N/A—127,577-127,577-100%$37.1M———
Northwestern Mutual Wealth Management Co
N/A—123,419-123,419-100%$35.9M———
HighTower Advisors, LLC
N/A—114,671-114,671-100%$33.3M———
JPMorgan Chase & Co
N/A—103,600-103,600-100%$29.6M———
Forum Private Client Group LLC
N/A—90,802-90,802-100%$26.4M———
Performance Wealth Partners, LLC
N/A—89,705-89,705-100%$26.1M———
Arkadios Wealth Advisors
N/A—77,729-77,729-100%$22.6M———
M&T Bank Corp
N/A—76,279-76,279-100%$22.2M———
Goldman Sachs Group Inc
N/A—67,480-67,480-100%$19.6M———
Stratos Wealth Partners, Ltd.
N/A—67,477-67,477-100%$19.6M———
Thoroughbred Financial Services, LLC
N/A—59,933-59,933-100%$17.4M———
United Capital Financial Advisors, LLC
N/A—55,322-55,322-100%$16.1M———
Equitable Holdings, Inc.
N/A—50,483-50,483-100%$14.7M———
Voya Investment Management LLC
N/A—49,417-49,417-100%$14.4M———
Principal Securities, Inc.
N/A—45,018-45,018-100%$13.1M———
Baird Financial Group, Inc.
N/A—41,456-41,456-100%$12.0M———
Argent Trust Co
N/A—41,375-41,375-100%$12.0M———
Sanctuary Advisors, LLC
N/A—39,054-39,054-100%$11.3M———
Susquehanna International Group, LLP
N/A—36,483-36,483-100%$10.6M———
Cozad Asset Management Inc
N/A—35,042-35,042-100%$10.2M———
Ameritas Advisory Services, LLC
N/A—35,016-35,016-100%$10.2M———
Family Manage LLC
N/A—32,971-32,971-100%$9.6M———
FMR LLC
N/A—32,686-32,686-100%$9.5M———
Trivium Point Advisory, LLC
N/A—32,199-32,199-100%$9.4M———
Matters Capital LLC
N/A—31,688-31,688-100%$9.2M———
Rockefeller Capital Management L.P.
N/A—31,289-31,289-100%$9.1M———
Veridan Wealth LLC
N/A—29,791-29,791-100%$8.7M———
Stifel Financial Corp
N/A—28,318-28,318-100%$8.2M———
D. E. Shaw & Co., Inc.
N/A—27,724-27,724-100%$8.1M———
Fiduciary Group, LLC
N/A—27,323-27,323-100%$7.9M———
Janney Montgomery Scott LLC
N/A—25,656-25,656-100%$7.5M———
Symphony Financial Services, Inc.
N/A—23,021-23,021-100%$6.7M———
PFG Investments, LLC
N/A—22,270-22,270-100%$6.5M———
Stephens Inc
N/A—20,804-20,804-100%$6.0M———
Summit Trail Advisors, LLC
N/A—20,691-20,691-100%$6.0M———
Berger Financial Group, Inc
N/A—20,505-20,505-100%$6.0M———
Harbour Investments, Inc.
N/A—18,919-18,919-100%$5.5M———
Kovack Advisors, Inc.
N/A—18,877-18,877-100%$5.5M———
Summit Financial, LLC
N/A—18,865-18,865-100%$5.5M———
CIBC Bancorp USA Inc.
N/A—18,518-18,518-100%$5.4M———
Kingsview Wealth Management, LLC
N/A—18,307-18,307-100%$5.3M———
HRT Financial LP
N/A—17,394-17,394-100%$5.1M———
PCM Encore, LLC
N/A—17,293-17,293-100%$5.0M———
AssuredPartners Investment Advisors, LLC
N/A—17,214-17,214-100%$5.0M———
Nwam LLC
N/A—16,681-16,681-100%$4.8M———
Nova Wealth Management, Inc.
N/A—16,098-16,098-100%$4.7M———
Fidelis Capital Partners, LLC
N/A—16,081-16,081-100%$4.7M———
Betterment LLC
N/A—15,810-15,810-100%$4.6M———
Concorde Asset Management, LLC
N/A—15,043-15,043-100%$4.4M———
Brown Advisory Inc
N/A—14,527-14,527-100%$4.2M———
OneDigital Investment Advisors LLC
N/A—14,380-14,380-100%$4.2M———
Steward Partners Investment Advisory, LLC
N/A—13,733-13,733-100%$4.0M———
Nicolet Bankshares Inc
N/A—13,708-13,708-100%$3.9M———
WCG Wealth Advisors LLC
N/A—13,620-13,620-100%$4.0M———
Florida Financial Advisors, LLC
N/A—13,437-13,437-100%$3.9M———
Focus Partners Wealth
N/A—12,998-12,998-100%$3.8M———
LaSalle St. Investment Advisors, LLC
N/A—12,706-12,706-100%$3.7M———
Keel Point, LLC
N/A—12,493-12,493-100%$3.6M———
Belpointe Asset Management LLC
N/A—12,281-12,281-100%$3.6M———
Advyzon Investment Management, LLC
N/A—12,163-12,163-100%$3.5M———
Vantus Wealth LLC
N/A—12,074-12,074-100%$3.5M———
Fortis Capital Advisors, LLC
N/A—11,501-11,501-100%$3.3M———
Advisory Services Network, LLC
N/A—11,155-11,155-100%$3.2M———
Blair William & Co
N/A—11,133-11,133-100%$3.2M———
Great Valley Advisor Group, Inc.
N/A—10,962-10,962-100%$3.2M———
&partners
N/A—10,931-10,931-100%$3.2M———
Stratos Wealth Advisors, LLC
N/A—10,925-10,925-100%$3.2M———
Johnson Investment Counsel Inc
N/A—10,483-10,483-100%$3.0M———
Cresset Asset Management, LLC
N/A—10,169-10,169-100%$3.0M———
Renaissance Technologies LLC
N/A—10,160-10,160-100%$3.0M———
Glenmede Trust Co NA
N/A—9,933-9,933-100%$2.9M———
Dover Advisors, LLC
N/A—9,556-9,556-100%$2.6M———
Independent Advisor Alliance
N/A—9,435-9,435-100%$2.7M———
Jump Financial, LLC
N/A—9,121-9,121-100%$2.7M———
Huntington National Bank
N/A—9,081-9,081-100%$2.6M———
IEQ Capital, LLC
N/A—9,039-9,039-100%$2.6M———
Bawa N Mallick Trust
N/A—9,010-9,010-100%$2.6M———
SCS Capital Management LLC
N/A—8,950-8,950-100%$2.6M———
Perspective Wealth Advisors LLC
N/A—8,794-8,794-100%$2.6M———
Waterloo Capital, L.P.
N/A—8,686-8,686-100%$2.5M———
Mayflower Financial Advisors, LLC
N/A—8,686-8,686-100%$2.5M———
Mutual Advisors, LLC
N/A—8,613-8,613-100%$2.5M———
Pinnacle Financial Partners, Inc.
N/A—8,613-8,613-100%$2.5M———
MAI Capital Management
N/A—8,542-8,542-100%$2.5M———
Tower Research Capital LLC (TRC)
N/A—8,327-8,327-100%$2.4M———
Captrust Financial Advisors
N/A—8,142-8,142-100%$2.4M———
Western Wealth Management, LLC
N/A—8,002-8,002-100%$2.3M———
FLP Wealth Management, LLC
N/A—7,852-7,852-100%$2.3M———
Sovereign Financial Group, Inc.
N/A—7,664-7,664-100%$2.2M———
Foundations Investment Advisors, LLC
N/A—7,604-7,604-100%$2.2M———
Nuveen, LLC
N/A—7,503-7,503-100%$2.2M———
Liberty Square Wealth Partners LLC
N/A—7,332-7,332-100%$2.1M———
Leavell Investment Management, Inc.
N/A—7,236-7,236-100%$2.1M———
AQR Capital Management LLC
N/A—6,941-6,941-100%$2.0M———
Caprock Group, LLC
N/A—6,856-6,856-100%$2.0M———
Wick Capital Partners, LLC
N/A—6,677-6,677-100%$1.9M———
Integrated Wealth Concepts LLC
N/A—6,616-6,616-100%$1.9M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—6,549-6,549-100%$1.9M———
SageView Advisory Group, LLC
N/A—6,434-6,434-100%$1.9M———
Stratos Investment Management, LLC
N/A—6,102-6,102-100%$1.8M———
XTX Topco Ltd
N/A—5,916-5,916-100%$1.7M———
Savvy Advisors, Inc.
N/A—5,816-5,816-100%$1.7M———
Sequoia Financial Advisors, LLC
N/A—5,701-5,701-100%$1.7M———
Tailwinds Wealth, LLC
N/A—5,617-5,617-100%$1.6M———
World Investment Advisors
N/A—5,366-5,366-100%$1.4M———
NewEdge Wealth, LLC
N/A—5,308-5,308-100%$1.5M———
Benjamin Edwards Inc
N/A—5,057-5,057-100%$1.5M———
IHT Wealth Management, LLC
N/A—4,953-4,953-100%$1.4M———
BFC Planning, Inc.
N/A—4,911-4,911-100%$1.4M———
Strategic Financial Concepts, LLC
N/A—4,853-4,853-100%$1.4M———
Silver OAK Securities, Incorporated
N/A—4,786-4,786-100%$1.4M———
Keating Financial Advisory Services, Inc.
N/A—4,623-4,623-100%$1.3M———
Mercer Global Advisors Inc
N/A—4,613-4,613-100%$1.3M———
GeoWealth Management, LLC
N/A—4,601-4,601-100%$1.3M———
Kerr Financial Planning Corp
N/A—4,571-4,571-100%$1.3M———
Cerity Partners LLC
N/A—4,522-4,522-100%$1.3M———
Citadel Advisors LLC
N/A—4,490-4,490-100%$1.3M———
Pallas Capital Advisors LLC
N/A—4,271-4,271-100%$1.2M———
Geneos Wealth Management Inc.
N/A—4,204-4,204-100%$1.2M———
Northeast Planning Associates, Inc. / NH /
N/A—4,199-4,199-100%$1.1M———
Bcgm Wealth Management, LLC
N/A—4,101-4,101-100%$1.2M———
Northern Trust Corp
N/A—4,024-4,024-100%$1.2M———
Hilltop Holdings Inc.
N/A—3,981-3,981-100%$1.2M———
Round Rock Advisors LLC
N/A—3,807-3,807-100%$1.1M———
CreativeOne Wealth, LLC
N/A—3,747-3,747-100%$1.1M———
BlackRock, Inc.
N/A—3,635-3,635-100%$1.1M———
Truvestments Capital LLC
N/A—3,630-3,630-100%$1.1M———
Godshalk Welsh Capital Management, Inc.
N/A—3,609-3,609-100%$1.0M———
UBS Asset Management Americas LLC
N/A—3,566-3,566-100%$1.0M———
FSA Advisors, Inc.
N/A—3,480-3,480-100%$1.0M———
Quantinno Capital Management LP
N/A—3,335-3,335-100%$969.2K———
Advisory Alpha, LLC
N/A—3,313-3,313-100%$963.4K———
Vestmark Advisory Solutions, Inc.
N/A—3,298-3,298-100%$958.4K———
Prospect Financial Services LLC
N/A—3,281-3,281-100%$953.6K———
Cary Street Partners Financial LLC
N/A—3,229-3,229-100%$938.3K———
Essex Financial Services, Inc.
N/A—3,176-3,176-100%$922.9K———
Founders Financial Alliance, LLC
N/A—2,994-2,994-100%$870.3K———
Ballast Advisors LLC
N/A—2,969-2,969-100%$862.9K———
Tower Bridge Advisors
N/A—2,800-2,800-100%$813.7K———
Financial Engines Advisors L.L.C.
N/A—2,795-2,795-100%$812.3K———
Wealthspire Advisors, LLC
N/A—2,788-2,788-100%$810.1K———
Beacon Pointe Advisors, LLC
N/A—2,770-2,770-100%$804.9K———
Darwin Wealth Management, LLC
N/A—2,751-2,751-100%$799.8K———
J. M. Brown & Associates Inc.
N/A—2,506-2,506-100%$728.3K———
N.E.W. Advisory Services LLC
N/A—2,500-2,500-100%$726.6K———
American Trust
N/A—2,473-2,473-100%$718.8K———
Neuberger Berman Group LLC
N/A—2,457-2,457-100%$714.1K———
ArchPoint Investors
N/A—2,450-2,450-100%$712.0K———
Composition Wealth, LLC
N/A—2,403-2,403-100%$698.4K———
Pacific Financial Group Inc
N/A—2,321-2,321-100%$674.5K———
Landing Point Financial Group, LLC
N/A—2,194-2,194-100%$637.8K———
Barnes Wealth Management Group, Inc
N/A—2,171-2,171-100%$630.9K———
EP Wealth Advisors, LLC
N/A—2,162-2,162-100%$628.2K———
Capital Analysts, LLC
N/A—2,152-2,152-100%$626.0K———
FSB Premier Wealth Management, Inc.
N/A—2,139-2,139-100%$621.6K———
Heritage Trust Co
N/A—2,014-2,014-100%$585.3K———
Orion Porfolio Solutions, LLC
N/A—2,002-2,002-100%$581.7K———
Baltimore-Washington Financial Advisors, Inc.
N/A—1,984-1,984-100%$576.6K———
Alpha Financial Partners LLC
N/A—1,960-1,960-100%$569.6K———
Harvest Investment Services, LLC
N/A—1,919-1,919-100%$557.7K———
Mattson Financial Services, LLC
N/A—1,913-1,913-100%$543.0K———
Safeguard Investment Advisory Group, LLC
N/A—1,899-1,899-100%$551.8K———
Rothschild Wealth LLC
N/A—1,875-1,875-100%$544.9K———
Pine Valley Investments Ltd Liability Co
N/A—1,875-1,875-100%$545.0K———
LifePlan Investment Advisors, Inc.
N/A—1,802-1,802-100%$523.7K———
Brown Brothers Harriman & Co
N/A—1,795-1,795-100%$521.7K———
Investor's Fiduciary Advisor Network, LLC
N/A—1,791-1,791-100%$520.0K———
HighPoint Advisor Group LLC
N/A—1,783-1,783-100%$518.3K———
Prasad Wealth Partners, LLC
N/A—1,780-1,780-100%$517.4K———
IFG Advisory, LLC
N/A—1,756-1,756-100%$510.5K———
Strive Financial Group,LLC
N/A—1,722-1,722-100%$500.5K———
Maripau Wealth Management LLC
N/A—1,614-1,614-100%$469.1K———
Ethos Financial Group, LLC
N/A—1,599-1,599-100%$424.7K———
Arvest Bank Trust Division
N/A—1,577-1,577-100%$458.3K———
GWN Securities Inc.
N/A—1,573-1,573-100%$457.3K———
Proficio Capital Partners LLC
N/A—1,565-1,565-100%$454.8K———
Blom & Howell Financial Planning, Inc.
N/A—1,487-1,487-100%$432.0K———
Jaffetilchin Investment Partners, LLC
N/A—1,463-1,463-100%$425.1K———
Sandy Cove Advisors, LLC
N/A—1,419-1,419-100%$412.4K———
Novak & Powell Financial Services, Inc.
N/A—1,380-1,380-100%$401.1K———
Focus Partners Advisor Solutions, LLC
N/A—1,367-1,367-100%$397.4K———
1832 Asset Management L.P.
N/A—1,345-1,345-100%$390.9K———
Arax Advisory Partners
N/A—1,342-1,342-100%$389.9K———
Fortress Private Ledger, LLC
N/A—1,333-1,333-100%$387.4K———
Parvin Asset Management, LLC
N/A—1,330-1,330-100%$386.5K———
Operose Advisors LLC
N/A—1,320-1,320-100%$383.6K———
Forefront Wealth Partners, LLC
N/A—1,317-1,317-100%$382.7K———
Kiley Juergens Wealth Management, LLC
N/A—1,305-1,305-100%$379.3K———
Aptus Capital Advisors, LLC
N/A—1,297-1,297-100%$376.9K———
AFT, Forsyth & Company, Inc.
N/A—1,272-1,272-100%$369.8K———
Astoria Portfolio Advisors Llc.
N/A—1,234-1,234-100%$358.6K———
TFO Wealth Partners, LLC
N/A—1,219-1,219-100%$354.3K———
RiverGlades Family Offices LLC
N/A—1,211-1,211-100%$351.9K———
Kayne Anderson Rudnick Investment Management LLC
N/A—1,200-1,200-100%$349.2K———
Invesco Ltd.
N/A—1,194-1,194-100%$347.0K———
SEI Investments Co
N/A—1,168-1,168-100%$339.4K———
Headlands Technologies LLC
N/A—1,139-1,139-100%$331.0K———
Transcend Capital Advisors, LLC
N/A—1,136-1,136-100%$330.1K———
Smartleaf Asset Management LLC
N/A—1,130-1,130-100%$322.7K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—1,123-1,123-100%$326.3K———
Stock Yards Bank & Trust Co
N/A—1,114-1,114-100%$323.8K———
O'shaughnessy Asset Management, LLC
N/A—1,060-1,060-100%$308.1K———
QRG Capital Management, Inc.
N/A—1,038-1,038-100%$301.7K———
Northwest Quadrant Wealth Management, LLC
N/A—1,030-1,030-100%$299.3K———
Flputnam Investment Management Co
N/A—1,026-1,026-100%$251.5K———
Cannon Wealth Management Services, LLC
N/A—995-995-100%$289.2K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—982-982-100%$285.3K———
Mason & Associates Inc
N/A—979-979-100%$284.5K———
Gladstone Institutional Advisory LLC
N/A—961-961-100%$279.4K———
Pacific SUN Financial Corp
N/A—927-927-100%$269.4K———
Calton & Associates, Inc.
N/A—916-916-100%$266.2K———
Wealth Alliance, LLC
N/A—912-912-100%$265.0K———
L & S Advisors Inc
N/A—906-906-100%$263.4K———
Intrepid Capital Management Inc
N/A—897-897-100%$260.8K———
Snowden Capital Advisors LLC
N/A—891-891-100%$258.9K———
Slagle Financial, LLC
N/A—867-867-100%$252.0K———
Rather & Kittrell, Inc.
N/A—860-860-100%$249.9K———
Quotient Wealth Partners, LLC
N/A—858-858-100%$249.4K———
Legacy Financial Advisors, Inc.
N/A—848-848-100%$246.4K———
Haverford Trust Co
N/A—842-842-100%$244.7K———
Drive Wealth Management, LLC
N/A—826-826-100%$240.1K———
Bravias Capital Group, LLC
N/A—823-823-100%$239.2K———
Red Door Wealth Management, LLC
N/A—820-820-100%$238.4K———
Zacks Investment Management
N/A—802-802-100%$233.2K———
Two Sigma Investments, LP
N/A—800-800-100%$232.5K———
Prostatis Group LLC
N/A—799-799-100%$232.3K———
Rice Partnership, LLC
N/A—790-790-100%$229.6K———
Fiduciary Trust Co
N/A—783-783-100%$227.6K———
Cedar Wealth Management, LLC
N/A—722-722-100%$209.8K———
Quantbot Technologies LP
N/A—701-701-100%$203.7K———
Kinetic Wealth Investment Advisors LLC
N/A—699-699-100%$203.3K———
CIBC World Market Inc.
N/A—697-697-100%$202.6K———
Centaurus Financial, Inc.
N/A—682-682-100%$198.0K———
Bessemer Group Inc
N/A—641-641-100%$186.0K———
Colonial Trust Co / SC
N/A—636-636-100%$184.8K———
Smithfield Trust Co
N/A—535-535-100%$155.0K———
Rialto Wealth Management, LLC
N/A—500-500-100%$145.3K———
SouthState Bank Corp
N/A—499-499-100%$145.0K———
Bank of Montreal
N/A—427-427-100%$124.1K———
New Republic Capital, LLC
N/A—395-395-100%$114.8K———
HM Payson & Co
N/A—363-363-100%$105.6K———
BNP Paribas Financial Markets
N/A—351-351-100%$102.0K———
GW&K Investment Management, LLC
N/A—344-344-100%$100.0K———
Vanguard Advisers Inc
N/A—309-309-100%$89.9K———
Tiaa Wealth Investment Management LLC
N/A—240-240-100%$69.6K———
Continuum Advisory, LLC
N/A—239-239-100%$69.5K———
Regatta Research & Money Management
N/A—237-237-100%$68.9K———
Dunhill Financial, LLC
N/A—221-221-100%$64.5K———
HHM Wealth Advisors, LLC
N/A—207-207-100%$60.2K———
BOK Financial Private Wealth, Inc.
N/A—195-195-100%$56.7K———
Greykasell Wealth Strategies, Inc.
N/A—188-188-100%$54.6K———
Ameriflex Group, Inc.
N/A—132-132-100%$38.4K———
Franklin Resources Inc
N/A—131-131-100%$38.1K———
Colonial Trust Advisors
N/A—124-124-100%$36.0K———
Anchor Investment Management, LLC
N/A—95-95-100%$27.6K———
Cbiz Investment Advisory Services, LLC
N/A—80-80-100%$20.0K———
Strategic Wealth Partners, Ltd.
N/A—70-70-100%$20.3K———
Caitlin John, LLC
N/A—62-62-100%$18.0K———
National Bank of Canada
N/A—40-40-100%$11.6K———
Harborfront Financial Group LLC
N/A—36-36-100%$10.5K———
Rothschild Investment LLC
N/A—33-33-100%$9.6K———
Van Eck Associates Corp
N/A—32-32-100%$9.3K———
Richard W. Paul & Associates, LLC
N/A—32-32-100%$9.3K———
Alerus Financial NA
N/A—27-27-100%$7.8K———
Cypress Capital Management LLC (WY)
N/A—22-22-100%$6.4K———
Synergy Investment Management, LLC
N/A—20-20-100%$5.8K———
Quent Capital, LLC
N/A—13-13-100%$3.8K———
Bartlett & Co. Wealth Management LLC
N/A—13-13-100%$3.8K———
Mcguire Capital Advisors Inc
N/A—11-11-100%$3.2K———
FAS Wealth Partners, Inc.
N/A—10-10-100%$2.9K———
Ancora Advisors LLCA
N/A—9-9-100%$2.6K———
Showing 720 of 720 institutions