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Ishares Floating Rate Bond E (FLOT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
New York Life Investment Management LLC
DECREASED
Shares3,564,783 from 3,955,418
Change-390,635 (-10%)
Value$182.0M (-$19.9M)
Filed 2026-11-04
Glenview Trust Co
INCREASED
Shares3,253,697 from 3,145,977
Change+107,720 (+3%)
Value$166.1M (+$5.5M)
Filed 2026-10-28
Hartline Investment Corp/
DECREASED
Shares1,692,981 from 2,163,813
Change-470,832 (-22%)
Value$86.4M (-$24.0M)
Filed 2026-10-29
Davenport & Co LLC
INCREASED
Shares1,481,508 from 1,474,897
Change+6,611 (+0%)
Value$75.6M (+$337.4K)
Filed 2026-10-14
Assetmark, Inc
DECREASED
Shares1,073,372 from 2,084,199
Change-1,010,827 (-48%)
Value$54.8M (-$51.6M)
Filed 2026-10-21
Truist Financial Corp
DECREASED
Shares1,004,258 from 1,010,394
Change-6,136 (-1%)
Value$51.3M (-$313.3K)
Filed 2026-10-30
Demars Financial Group, LLC
INCREASED
Shares877,644 from 841,052
Change+36,592 (+4%)
Value$44.8M (+$1.9M)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares875,969 from 696,961
Change+179,008 (+26%)
Value$44.7K (-$35.5M)
Filed 2026-11-02
Walker Financial Services, Inc.
INCREASED
Shares809,153 from 732,529
Change+76,624 (+10%)
Value$41.3M (+$3.9M)
Filed 2026-10-26
Barings LLC
UNCHANGED
Shares780,000 from 780,000
Change0 (0%)
Value$39.8M ($0)
Filed 2026-10-22
RMG Wealth Management LLC
INCREASED
Shares758,487 from 685,102
Change+73,385 (+11%)
Value$38.7M (+$3.8M)
Filed 2026-10-26
LJI Wealth Management, LLC
DECREASED
Shares716,747 from 722,584
Change-5,837 (-1%)
Value$36.6M (-$298.0K)
Filed 2026-10-28
Alpine Bank Wealth Management
INCREASED
Shares684,450 from 93,608
Change+590,842 (+631%)
Value$34.9M (+$30.2M)
Filed 2026-10-16
Verdence Capital Advisors LLC
INCREASED
Shares682,969 from 675,708
Change+7,261 (+1%)
Value$34.9M (+$370.7K)
Filed 2026-10-26
Commonwealth Equity Services, LLC
INCREASED
Shares652,806 from 597,003
Change+55,803 (+9%)
Value$33.3M (+$2.8M)
Filed 2026-11-02
US Bancorp \de\
INCREASED
Shares584,884 from 542,453
Change+42,431 (+8%)
Value$29.9M (+$2.2M)
Filed 2026-11-05
Summit Investment Advisors, Inc.\KS
INCREASED
Shares558,608 from 505,204
Change+53,404 (+11%)
Value$28.5M (+$2.7M)
Filed 2026-11-05
Towercrest Capital Management
INCREASED
Shares555,868 from 527,506
Change+28,362 (+5%)
Value$28.4M (+$1.4M)
Filed 2026-10-23
Occidental Asset Management, LLC
INCREASED
Shares540,134 from 520,622
Change+19,512 (+4%)
Value$27.6M (+$996.1K)
Filed 2026-11-05
LaFleur & Godfrey LLC
INCREASED
Shares489,894 from 484,553
Change+5,341 (+1%)
Value$25.0M (+$272.7K)
Filed 2026-10-27
International City Management Association Retirement Corp
NEW
Shares451,597
Change+451,597
Value$23.1M
Filed 2026-10-26
Diversified Portfolios, Inc.
INCREASED
Shares450,313 from 373,717
Change+76,596 (+21%)
Value$23.0M (+$3.9M)
Filed 2026-11-04
Willis Johnson Wealth, Inc.
INCREASED
Shares436,166 from 429,723
Change+6,443 (+2%)
Value$22.3M (+$328.9K)
Filed 2026-11-03
Ddfg, Inc
INCREASED
Shares429,678 from 406,989
Change+22,689 (+6%)
Value$21.9M (+$1.2M)
Filed 2026-10-15
Avior Wealth Management, LLC
DECREASED
Shares404,538 from 473,378
Change-68,840 (-15%)
Value$20.7M (-$3.5M)
Filed 2026-10-13
Turning Point Benefit Group, Inc.
INCREASED
Shares386,214 from 350,665
Change+35,549 (+10%)
Value$19.6M (+$1.8M)
Filed 2026-10-28
TriaGen Wealth Management LLC
INCREASED
Shares372,560 from 358,003
Change+14,557 (+4%)
Value$19.0M (+$743.1K)
Filed 2026-10-14
Sigma Planning Corp
INCREASED
Shares321,834 from 286,822
Change+35,012 (+12%)
Value$16.4M (+$1.8M)
Filed 2026-10-23
Modera Wealth Management, LLC
DECREASED
Shares313,910 from 354,280
Change-40,370 (-11%)
Value$16.0M (-$2.1M)
Filed 2026-10-28
Hohimer Wealth Management, LLC
INCREASED
Shares308,978 from 188,578
Change+120,400 (+64%)
Value$15.8M (+$6.1M)
Filed 2026-11-04
RFG Advisory, LLC
INCREASED
Shares302,911 from 288,086
Change+14,825 (+5%)
Value$15.5M (+$756.8K)
Filed 2026-11-03
Florida Trust Wealth Management Co
INCREASED
Shares287,866 from 237,750
Change+50,116 (+21%)
Value$14.7M (+$2.6M)
Filed 2026-11-05
Alliance Wealth Management Group
INCREASED
Shares279,342 from 268,368
Change+10,974 (+4%)
Value$14.3M (+$560.1K)
Filed 2026-10-29
Kestra Advisory Services, LLC
INCREASED
Shares277,852 from 273,859
Change+3,993 (+1%)
Value$14.2M (+$203.8K)
Filed 2026-11-02
WJ Wealth Management, LLC
INCREASED
Shares276,899 from 31,598
Change+245,301 (+776%)
Value$14.1M (+$12.5M)
Filed 2026-11-03
PFG Private Wealth Management, LLC
NEW
Shares276,349
Change+276,349
Value$14.1M
Filed 2026-10-15
Crestwood Advisors Group, LLC
INCREASED
Shares271,249 from 216,691
Change+54,558 (+25%)
Value$13.8M (+$2.8M)
Filed 2026-10-27
Mader & Shannon Wealth Management, Inc.
NEW
Shares270,581
Change+270,581
Value$13.8M
Filed 2026-11-02
Financial Advisory Partners, LLC
DECREASED
Shares262,408 from 282,726
Change-20,318 (-7%)
Value$13.4M (-$1.0M)
Filed 2026-10-23
Investment Planning Advisors, Inc.
INCREASED
Shares257,539 from 232,202
Change+25,337 (+11%)
Value$13.1M (+$1.3M)
Filed 2026-10-14
Parsons Capital Management Inc
INCREASED
Shares242,827 from 233,655
Change+9,172 (+4%)
Value$12.4M (+$468.2K)
Filed 2026-10-28
Shira Ridge Wealth Management
INCREASED
Shares234,159 from 214,694
Change+19,465 (+9%)
Value$12.0M (+$993.7K)
Filed 2026-10-09
Vertrix Wealth Management, LLC
INCREASED
Shares233,220 from 232,862
Change+358 (+0%)
Value$11.9M (+$18.3K)
Filed 2026-10-13
Hoge Financial Services, LLC
INCREASED
Shares223,914 from 215,695
Change+8,219 (+4%)
Value$11.4M (+$419.6K)
Filed 2026-11-05
Chesley Taft & Associates LLC
INCREASED
Shares210,870 from 202,885
Change+7,985 (+4%)
Value$10.8M (+$407.6K)
Filed 2026-10-13
James Investment Research, Inc.
INCREASED
Shares207,783 from 187,968
Change+19,815 (+11%)
Value$10.6M (+$1.0M)
Filed 2026-10-22
Rezny Wealth Management, Inc.
INCREASED
Shares205,747 from 205,570
Change+177 (+0%)
Value$10.5M (+$9.0K)
Filed 2026-10-15
Single Point Partners, LLC
INCREASED
Shares205,486 from 187,550
Change+17,936 (+10%)
Value$10.5M (+$915.6K)
Filed 2026-10-19
Compass Financial Group, Inc. (Ohio)
INCREASED
Shares197,909 from 51,031
Change+146,878 (+288%)
Value$10.1M (+$7.5M)
Filed 2026-10-19
Moulton Wealth Management, Inc
DECREASED
Shares195,419 from 200,834
Change-5,415 (-3%)
Value$9.9M (-$281.9K)
Filed 2026-10-13
SAX Wealth Advisors, LLC
DECREASED
Shares194,711 from 222,365
Change-27,654 (-12%)
Value$9.9M (-$1.4M)
Filed 2026-10-13
Perennial Advisors, LLC
INCREASED
Shares189,074 from 182,241
Change+6,833 (+4%)
Value$9.7M (+$348.8K)
Filed 2026-10-13
Wealthcare Advisory Partners LLC
INCREASED
Shares184,577 from 151,400
Change+33,177 (+22%)
Value$9.4M (+$1.7M)
Filed 2026-10-21
Orange Investment Advisors, Inc.
INCREASED
Shares177,284 from 172,579
Change+4,705 (+3%)
Value$9.1M (+$240.2K)
Filed 2026-10-23
Windsor Capital Management, LLC
INCREASED
Shares176,885 from 173,379
Change+3,506 (+2%)
Value$9.0M (+$179.0K)
Filed 2026-10-13
FC Advisory LLC
INCREASED
Shares176,878 from 165,424
Change+11,454 (+7%)
Value$9.0M (+$584.7K)
Filed 2026-10-05
Elevatus Welath Management
NEW
Shares173,882
Change+173,882
Value$8.9M
Filed 2026-10-19
Ifrah Financial Services, Inc.
INCREASED
Shares172,636 from 169,090
Change+3,546 (+2%)
Value$8.8M (+$181.0K)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
INCREASED
Shares168,501 from 136,894
Change+31,607 (+23%)
Value$8.6M (+$1.6M)
Filed 2026-11-05
Monetary Solutions, Ltd
INCREASED
Shares163,320 from 152,580
Change+10,740 (+7%)
Value$8.3M (+$548.3K)
Filed 2026-10-22
Penobscot Investment Management Company, Inc.
DECREASED
Shares157,134 from 172,350
Change-15,216 (-9%)
Value$8.0M (-$776.8K)
Filed 2026-10-26
Forbes Financial Planning, Inc.
INCREASED
Shares156,112 from 154,217
Change+1,895 (+1%)
Value$8.0M (+$96.7K)
Filed 2026-10-23
Grey Ledge Advisors, LLC
INCREASED
Shares155,695 from 151,623
Change+4,072 (+3%)
Value$7.9M (+$207.8K)
Filed 2026-11-02
Courier Capital LLC
DECREASED
Shares155,426 from 156,611
Change-1,185 (-1%)
Value$7.9M (-$60.5K)
Filed 2026-10-19
Bailard, Inc.
DECREASED
Shares150,524 from 240,655
Change-90,131 (-37%)
Value$7.7M (-$4.6M)
Filed 2026-10-13
CVS Health Corp
NEW
Shares150,000
Change+150,000
Value$7.7M
Filed 2026-11-05
Impact Capital Partners LLC
INCREASED
Shares149,934 from 138,480
Change+11,454 (+8%)
Value$7.7M (+$584.7K)
Filed 2026-10-22
R2 Capital Strategies, LLC
INCREASED
Shares149,814 from 121,159
Change+28,655 (+24%)
Value$7.6M (+$1.5M)
Filed 2026-10-15
Probity Advisors, Inc.
INCREASED
Shares146,676 from 142,005
Change+4,671 (+3%)
Value$7.5M (+$238.4K)
Filed 2026-10-23
Independent Solutions Wealth Management, LLC
INCREASED
Shares146,023 from 126,330
Change+19,693 (+16%)
Value$7.5M (+$1.0M)
Filed 2026-10-28
Principal Financial Group Inc
INCREASED
Shares142,546 from 106,171
Change+36,375 (+34%)
Value$7.3M (+$1.9M)
Filed 2026-11-02
Cornerstone Wealth Management, LLC
DECREASED
Shares141,547 from 146,696
Change-5,149 (-4%)
Value$7.2M (-$262.9K)
Filed 2026-11-04
B.A. Schrock Wealth Management, Inc.
NEW
Shares141,194
Change+141,194
Value$7.2M
Filed 2026-10-15
KW Wealth Management LLC
NEW
Shares139,734
Change+139,734
Value$7.1M
Filed 2026-10-28
Oppenheimer & Co Inc
INCREASED
Shares136,225 from 136,011
Change+214 (+0%)
Value$7.0M (+$10.9K)
Filed 2026-10-26
Beirne Wealth Consulting Services, LLC
INCREASED
Shares133,152 from 130,392
Change+2,760 (+2%)
Value$6.8M (+$140.9K)
Filed 2026-10-19
Brookstone Capital Management
INCREASED
Shares133,065 from 77,048
Change+56,017 (+73%)
Value$6.8M (+$2.9M)
Filed 2026-10-22
Clear Creek Financial Management, LLC
NEW
Shares128,080
Change+128,080
Value$6.5M
Filed 2026-10-28
Nilsine Partners, LLC
INCREASED
Shares121,103 from 113,499
Change+7,604 (+7%)
Value$6.2M (+$388.2K)
Filed 2026-11-02
International Assets Investment Management, LLC
INCREASED
Shares118,401 from 75,707
Change+42,694 (+56%)
Value$6.0M (+$2.2M)
Filed 2026-11-02
Integrated Advisors Network LLC
INCREASED
Shares113,452 from 16,643
Change+96,809 (+582%)
Value$5.8M (+$4.9M)
Filed 2026-10-20
Castle Rock Wealth Management, LLC
DECREASED
Shares111,857 from 114,866
Change-3,009 (-3%)
Value$5.7M (-$152.0K)
Filed 2026-10-09
Indivisible Partners
NEW
Shares111,779
Change+111,779
Value$5.7M
Filed 2026-10-26
Innealta Capital, LLC
NEW
Shares110,826
Change+110,826
Value$5.7M
Filed 2026-11-02
Powers Advisory Group, LLC
INCREASED
Shares110,436 from 90,359
Change+20,077 (+22%)
Value$5.6M (+$1.0M)
Filed 2026-10-14
Mowery & Schoenfeld Wealth Management, LLC
INCREASED
Shares110,004 from 14,767
Change+95,237 (+645%)
Value$5.6M (+$4.9M)
Filed 2026-10-28
Monument Capital Management
INCREASED
Shares106,800 from 99,394
Change+7,406 (+7%)
Value$5.5M (+$378.1K)
Filed 2026-10-09
Ocean Park Asset Management, LLC
DECREASED
Shares104,600 from 122,500
Change-17,900 (-15%)
Value$5.3M (-$913.8K)
Filed 2026-10-21
Creative Planning
INCREASED
Shares101,696 from 101,230
Change+466 (+0%)
Value$5.2M (+$23.8K)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares101,414 from 75,742
Change+25,672 (+34%)
Value$5.2M (+$1.3M)
Filed 2026-10-08
Lake Hills Wealth Management, LLC
DECREASED
Shares99,731 from 102,776
Change-3,045 (-3%)
Value$5.1M (-$155.4K)
Filed 2026-10-07
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares98,259 from 91,436
Change+6,823 (+7%)
Value$5.0K (-$4.7M)
Filed 2026-10-14
Schear Investment Advisers, LLC
NEW
Shares97,820
Change+97,820
Value$5.0M
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares97,820 from 97,171
Change+649 (+1%)
Value$5.0M (+$33.2K)
Filed 2026-10-14
Baring Financial LLC
INCREASED
Shares96,495 from 95,047
Change+1,448 (+2%)
Value$4.9M (+$73.9K)
Filed 2026-10-07
Weaver Consulting Group
DECREASED
Shares94,788 from 99,039
Change-4,251 (-4%)
Value$4.8M (-$217.0K)
Filed 2026-10-07
Riggs Asset Managment Co. Inc.
DECREASED
Shares91,050 from 113,820
Change-22,770 (-20%)
Value$4.6M (-$1.2M)
Filed 2026-11-05
WealthTrust Asset Management, LLC
INCREASED
Shares89,585 from 88,725
Change+860 (+1%)
Value$4.6M (+$43.9K)
Filed 2026-10-22
Virtus Family Office LLC
INCREASED
Shares89,468 from 87,391
Change+2,077 (+2%)
Value$4.6M (+$106.0K)
Filed 2026-10-30
Insight Wealth Strategies, LLC
INCREASED
Shares88,899 from 86,307
Change+2,592 (+3%)
Value$4.5M (+$144.4K)
Filed 2026-10-09
Friedenthal Financial
INCREASED
Shares88,894 from 85,075
Change+3,819 (+4%)
Value$4.5M (+$195.0K)
Filed 2026-10-27
StoneX Group Inc.
INCREASED
Shares87,383 from 65,811
Change+21,572 (+33%)
Value$4.5M (+$1.1M)
Filed 2026-11-03
RDA Financial Network
INCREASED
Shares85,820 from 19,511
Change+66,309 (+340%)
Value$4.4M (+$3.4M)
Filed 2026-10-15
Sowell Financial Services LLC
INCREASED
Shares83,043 from 73,923
Change+9,120 (+12%)
Value$4.2M (+$465.6K)
Filed 2026-10-23
Weitzel Financial Services, Inc.
INCREASED
Shares81,956 from 80,334
Change+1,622 (+2%)
Value$4.2M (+$78.5K)
Filed 2026-10-16
ETF Store, Inc.
INCREASED
Shares81,386 from 75,534
Change+5,852 (+8%)
Value$4.2M (+$298.8K)
Filed 2026-10-19
MGO One Seven LLC
DECREASED
Shares80,081 from 82,675
Change-2,594 (-3%)
Value$4.1M (-$132.4K)
Filed 2026-10-28
Beacon Financial Group
DECREASED
Shares79,501 from 80,246
Change-745 (-1%)
Value$4.1M (-$38.0K)
Filed 2026-10-19
XY Planning Network, Inc.
INCREASED
Shares78,425 from 63,859
Change+14,566 (+23%)
Value$4.0M (+$743.6K)
Filed 2026-10-14
AlphaStar Capital Management, LLC
INCREASED
Shares78,368 from 77,707
Change+661 (+1%)
Value$4.0M (+$33.7K)
Filed 2026-10-16
Asset One Wealth Management LLC
INCREASED
Shares77,897 from 75,489
Change+2,408 (+3%)
Value$4.0M (+$129.0K)
Filed 2026-11-02
D.A. Davidson & Co.
INCREASED
Shares76,381 from 71,990
Change+4,391 (+6%)
Value$3.9M (+$224.1K)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares75,900 from 67,793
Change+8,107 (+12%)
Value$3.3M (+$416.1K)
Filed 2026-10-13
Lynx Capital Group LTD
INCREASED
Shares75,232 from 75,229
Change+3 (0%)
Value$3.8M (+$167)
Filed 2026-11-04
Elmwood Wealth Management, Inc.
INCREASED
Shares73,777 from 70,506
Change+3,271 (+5%)
Value$3.8M (+$167.0K)
Filed 2026-10-14
Thryve Wealth Management LLC
DECREASED
Shares73,521 from 86,851
Change-13,330 (-15%)
Value$3.8M (-$680.5K)
Filed 2026-10-09
Beese Fulmer Investment Management, Inc.
INCREASED
Shares72,809 from 71,864
Change+945 (+1%)
Value$3.7M (+$48.2K)
Filed 2026-10-23
EverSource Wealth Advisors, LLC
DECREASED
Shares72,642 from 72,912
Change-270 (0%)
Value$3.7M (-$13.8K)
Filed 2026-11-04
Atria Investments, Inc
INCREASED
Shares71,248 from 58,137
Change+13,111 (+23%)
Value$3.6M (+$669.4K)
Filed 2026-10-15
Concurrent Investment Advisors, LLC
INCREASED
Shares70,468 from 16,818
Change+53,650 (+319%)
Value$3.6M (+$2.7M)
Filed 2026-10-16
Fifth Third Bancorp
DECREASED
Shares69,909 from 79,061
Change-9,152 (-12%)
Value$3.6M (-$467.2K)
Filed 2026-11-05
PFG Advisors
INCREASED
Shares68,885 from 61,732
Change+7,153 (+12%)
Value$3.5M (+$365.2K)
Filed 2026-10-16
Princeton Global Asset Management LLC
DECREASED
Shares67,234 from 68,656
Change-1,422 (-2%)
Value$3.4M (-$72.6K)
Filed 2026-10-21
Thrivent Financial for Lutherans
INCREASED
Shares66,947 from 66,770
Change+177 (+0%)
Value$3.4M (+$9.0K)
Filed 2026-11-05
Sidoxia Capital Management, LLC
INCREASED
Shares66,860 from 65,328
Change+1,532 (+2%)
Value$3.4M (+$78.2K)
Filed 2026-10-28
Collaborative Fund Advisors, LLC
INCREASED
Shares64,349 from 50,860
Change+13,489 (+27%)
Value$3.3M (+$688.6K)
Filed 2026-11-02
Ascentis Independent Advisors
INCREASED
Shares64,061 from 17,082
Change+46,979 (+275%)
Value$3.3M (+$2.4M)
Filed 2026-11-03
Capital Asset Advisory Services LLC
INCREASED
Shares63,512 from 58,368
Change+5,144 (+9%)
Value$3.2M (+$259.4K)
Filed 2026-10-30
Buska Wealth Management, LLC
DECREASED
Shares63,258 from 100,980
Change-37,722 (-37%)
Value$3.2M (-$1.9M)
Filed 2026-10-08
Advisory Solutions Group, LLC
NEW
Shares62,949
Change+62,949
Value$3.2M
Filed 2026-10-14
Kestra Private Wealth Services, LLC
DECREASED
Shares60,593 from 62,314
Change-1,721 (-3%)
Value$3.1M (-$87.9K)
Filed 2026-10-30
Arvest Investments, Inc.
INCREASED
Shares59,538 from 57,147
Change+2,391 (+4%)
Value$3.0M (+$122.1K)
Filed 2026-10-21
Fifth Third Securities, Inc.
NEW
Shares58,055
Change+58,055
Value$3.0M
Filed 2026-10-21
Hardworking Capital Advisors, LLC
INCREASED
Shares55,817 from 55,576
Change+241 (+0%)
Value$2.8M (+$12.3K)
Filed 2026-10-20
AdvisorNet Financial, Inc
DECREASED
Shares54,411 from 61,439
Change-7,028 (-11%)
Value$2.8M (-$364.2K)
Filed 2026-10-15
Kingswood Wealth Advisors, LLC
INCREASED
Shares53,497 from 25,608
Change+27,889 (+109%)
Value$2.7M (+$1.4M)
Filed 2026-10-23
Glass Jacobson Investment Advisors llc
DECREASED
Shares53,150 from 53,231
Change-81 (0%)
Value$2.7M (-$4.1K)
Filed 2026-10-26
Destiny Wealth Partners, LLC
INCREASED
Shares51,494 from 48,976
Change+2,518 (+5%)
Value$2.6M (+$117.2K)
Filed 2026-11-05
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares49,554 from 29,756
Change+19,798 (+67%)
Value$2.5M (+$1.0M)
Filed 2026-10-29
Blue Capital, Inc.
DECREASED
Shares49,236 from 64,831
Change-15,595 (-24%)
Value$2.5M (-$796.1K)
Filed 2026-10-13
Chatham Capital Group, Inc.
DECREASED
Shares48,560 from 49,060
Change-500 (-1%)
Value$2.5M (-$25.5K)
Filed 2026-10-16
Integrity Advisory Solutions, LLC
NEW
Shares44,064
Change+44,064
Value$2.2M
Filed 2026-10-29
Blue Fin Capital, Inc.
INCREASED
Shares43,822 from 40,589
Change+3,233 (+8%)
Value$2.2M (+$165.0K)
Filed 2026-10-28
Bright Futures Wealth Management, Llc.
DECREASED
Shares43,592 from 46,687
Change-3,095 (-7%)
Value$2.2M (-$158.0K)
Filed 2026-10-23
Well Done, LLC
INCREASED
Shares43,273 from 25,073
Change+18,200 (+73%)
Value$2.2M (+$929.1K)
Filed 2026-10-20
Savior LLC
NEW
Shares43,025
Change+43,025
Value$2.2M
Filed 2026-10-13
Independent Financial Group, LLC
INCREASED
Shares42,878 from 37,336
Change+5,542 (+15%)
Value$2.2M (+$283.0K)
Filed 2026-10-13
NTV Asset Management LLC
INCREASED
Shares42,501 from 36,941
Change+5,560 (+15%)
Value$2.2M (+$283.8K)
Filed 2026-10-23
Quantum Financial Partners LLC
INCREASED
Shares42,230 from 38,230
Change+4,000 (+10%)
Value$2.2M (+$204.2K)
Filed 2026-10-19
Greenup Street Wealth Management LLC
INCREASED
Shares40,737 from 32,359
Change+8,378 (+26%)
Value$2.1M (+$427.7K)
Filed 2026-10-28
Compound Planning, Inc.
INCREASED
Shares39,928 from 38,743
Change+1,185 (+3%)
Value$2.0M (+$60.5K)
Filed 2026-11-05
Creative Financial Designs Inc
DECREASED
Shares38,755 from 39,289
Change-534 (-1%)
Value$2.0M (-$27.3K)
Filed 2026-11-04
Galvin, Gaustad & Stein, LLC
NEW
Shares37,958
Change+37,958
Value$1.9M
Filed 2026-10-08
Sherman Asset Management, Inc.
INCREASED
Shares37,611 from 5,620
Change+31,991 (+569%)
Value$1.9M (+$1.6M)
Filed 2026-11-05
Waller Financial Planning Group, Inc
DECREASED
Shares37,520 from 39,827
Change-2,307 (-6%)
Value$1.9M (-$117.8K)
Filed 2026-10-07
Outlook Wealth Advisors, LLC
INCREASED
Shares37,007 from 35,161
Change+1,846 (+5%)
Value$1.9M (+$94.4K)
Filed 2026-10-28
Bigelow Investment Advisors, LLC
INCREASED
Shares36,511 from 36,083
Change+428 (+1%)
Value$1.9M (+$21.9K)
Filed 2026-10-13
SteelPeak Wealth, LLC
INCREASED
Shares35,534 from 30,059
Change+5,475 (+18%)
Value$1.8M (+$279.5K)
Filed 2026-10-16
Royal Fund Management, LLC
INCREASED
Shares33,319 from 28,871
Change+4,448 (+15%)
Value$1.7M (+$227.1K)
Filed 2026-10-22
Regions Financial Corp
DECREASED
Shares31,569 from 34,675
Change-3,106 (-9%)
Value$1.6M (-$158.6K)
Filed 2026-11-05
Y.D. More Investments Ltd
INCREASED
Shares30,949 from 30,169
Change+780 (+3%)
Value$332.8K (+$40.0K)
Filed 2026-11-02
Clarus Wealth Advisors
INCREASED
Shares30,723 from 3,950
Change+26,773 (+678%)
Value$1.6M (+$1.4M)
Filed 2026-10-13
Andrew Hill Investment Advisors, Inc.
INCREASED
Shares30,537 from 19,141
Change+11,396 (+60%)
Value$1.6M (+$581.8K)
Filed 2026-10-22
Kanawha Capital Management LLC
INCREASED
Shares30,070 from 26,720
Change+3,350 (+13%)
Value$1.5M (+$171.0K)
Filed 2026-10-19
Integrity Alliance, Llc.
DECREASED
Shares29,773 from 30,199
Change-426 (-1%)
Value$1.5M (-$21.8K)
Filed 2026-10-29
Independent Wealth Network Inc.
DECREASED
Shares29,754 from 32,300
Change-2,546 (-8%)
Value$1.5M (-$130.0K)
Filed 2026-10-19
Lanark Financial, Inc.
DECREASED
Shares29,680 from 31,872
Change-2,192 (-7%)
Value$1.5M (-$111.9K)
Filed 2026-10-26
Novem Group
INCREASED
Shares29,482 from 16,794
Change+12,688 (+76%)
Value$1.5M (+$647.7K)
Filed 2026-10-19
Old National Bancorp
UNCHANGED
Shares28,656 from 28,656
Change0 (0%)
Value$1.5M ($0)
Filed 2026-10-20
Angeles Wealth Management, LLC
UNCHANGED
Shares28,563 from 28,563
Change0 (0%)
Value$1.5M ($0)
Filed 2026-10-26
Worth Asset Management, LLC
DECREASED
Shares27,862 from 34,134
Change-6,272 (-18%)
Value$1.4M (-$320.2K)
Filed 2026-10-07
Csenge Advisory Group
DECREASED
Shares27,857 from 28,830
Change-973 (-3%)
Value$1.4M (-$49.7K)
Filed 2026-11-04
Embree Financial Group
INCREASED
Shares27,672 from 8,923
Change+18,749 (+210%)
Value$1.4M (+$957.1K)
Filed 2026-10-22
Strategic Blueprint, LLC
DECREASED
Shares27,515 from 30,046
Change-2,531 (-8%)
Value$1.4M (-$129.2K)
Filed 2026-10-22
Patten Group, Inc.
INCREASED
Shares27,463 from 4,449
Change+23,014 (+517%)
Value$1.4M (+$1.2M)
Filed 2026-10-26
ProCore Advisors, LLC
NEW
Shares26,951
Change+26,951
Value$1.4M
Filed 2026-10-14
WBH Advisory Inc
INCREASED
Shares25,940 from 25,929
Change+11 (+0%)
Value$1.3M (+$560)
Filed 2026-11-05
Alterna Wealth Management, Inc
UNCHANGED
Shares25,741 from 25,741
Change0 (0%)
Value$1.3M ($0)
Filed 2026-10-27
Wealth Management Resources, Inc.
INCREASED
Shares25,621 from 25,426
Change+195 (+1%)
Value$1.3M (+$10.0K)
Filed 2026-10-21
B. Riley Wealth Advisors, Inc.
INCREASED
Shares25,553 from 25,359
Change+194 (+1%)
Value$1.3M (+$9.9K)
Filed 2026-10-13
New England Private Wealth Advisors LLC
INCREASED
Shares25,058 from 24,798
Change+260 (+1%)
Value$1.3M (+$13.2K)
Filed 2026-10-19
Klaas Financial Asset Advisors, LLC
DECREASED
Shares24,975 from 25,055
Change-80 (0%)
Value$1.3M (-$4.1K)
Filed 2026-10-19
Vicus Capital
INCREASED
Shares24,963 from 24,879
Change+84 (+0%)
Value$1.3M (+$4.3K)
Filed 2026-11-05
Flagstar Securities, Inc
INCREASED
Shares24,943 from 24,471
Change+472 (+2%)
Value$1.3M (+$24.0K)
Filed 2026-10-15
Fiduciary Alliance LLC
INCREASED
Shares24,767 from 21,306
Change+3,461 (+16%)
Value$1.3M (+$176.7K)
Filed 2026-10-13
Stirlingshire Investments, Inc.
NEW
Shares23,941
Change+23,941
Value$1.2M
Filed 2026-11-05
Central Trust Co
INCREASED
Shares23,655 from 19,383
Change+4,272 (+22%)
Value$1.2M (+$218.1K)
Filed 2026-11-05
M Holdings Securities, Inc.
NEW
Shares23,516
Change+23,516
Value$1.2M
Filed 2026-11-03
ARK & TLK Investments, LLC
UNCHANGED
Shares23,183 from 23,183
Change0 (0%)
Value$1.2M ($0)
Filed 2026-10-20
Arnold Financial Planning LLC
UNCHANGED
Shares23,138 from 23,138
Change0 (0%)
Value$1.2M ($0)
Filed 2026-10-20
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares23,127 from 26,701
Change-3,574 (-13%)
Value$1.2M (-$182.4K)
Filed 2026-11-04
Park Avenue Securities LLC
INCREASED
Shares23,000 from 18,548
Change+4,452 (+24%)
Value$1.2K (-$945.8K)
Filed 2026-10-26
Spire Wealth Management
INCREASED
Shares22,971 from 1,243
Change+21,728 (+1748%)
Value$1.2M (+$1.1M)
Filed 2026-10-30
Old Mission Investment Co LLC
NEW
Shares22,575
Change+22,575
Value$1.2M
Filed 2026-10-22
IFP Advisors, Inc
INCREASED
Shares21,665 from 20,396
Change+1,269 (+6%)
Value$1.1M (+$64.8K)
Filed 2026-10-16
Eagle Global Advisors LLC
DECREASED
Shares20,708 from 20,908
Change-200 (-1%)
Value$1.1M (-$10.2K)
Filed 2026-11-02
Aspen Wealth Management LLC
DECREASED
Shares20,414 from 49,340
Change-28,926 (-59%)
Value$1.0M (-$1.5M)
Filed 2026-10-14
TCP Asset Management, LLC
DECREASED
Shares20,323 from 20,326
Change-3 (0%)
Value$1.0M (-$3.4K)
Filed 2026-10-14
Guidance Point Advisors, LLC
INCREASED
Shares19,679 from 19,505
Change+174 (+1%)
Value$1.0M (+$8.9K)
Filed 2026-10-15
Vericrest Private Wealth
DECREASED
Shares19,624 from 20,315
Change-691 (-3%)
Value$1.0M (-$35.3K)
Filed 2026-10-21
First Pacific Financial
NEW
Shares19,512
Change+19,512
Value$996.1K
Filed 2026-10-14
Capital Investment Advisory Services, LLC
INCREASED
Shares19,226 from 5,637
Change+13,589 (+241%)
Value$981.5K (+$693.7K)
Filed 2026-10-30
Harbor Asset Planning, Inc.
DECREASED
Shares18,906 from 20,248
Change-1,342 (-7%)
Value$965.2K (-$68.5K)
Filed 2026-10-23
Financial Partners Group, Inc
INCREASED
Shares18,866 from 15,486
Change+3,380 (+22%)
Value$963.1K (+$172.5K)
Filed 2026-10-19
Prime Capital Investment Advisors, LLC
DECREASED
Shares18,849 from 20,415
Change-1,566 (-8%)
Value$962.3K (-$79.9K)
Filed 2026-10-20
Joseph P. Lucia & Associates, LLC
DECREASED
Shares18,704 from 19,714
Change-1,010 (-5%)
Value$954.8K (-$51.6K)
Filed 2026-10-30
Prospera Financial Services Inc
INCREASED
Shares18,357 from 16,405
Change+1,952 (+12%)
Value$936.5K (+$98.9K)
Filed 2026-11-04
DMC Group, LLC
DECREASED
Shares18,198 from 19,124
Change-926 (-5%)
Value$929.0K (-$47.3K)
Filed 2026-10-26
Ramiah Investment Group
NEW
Shares18,088
Change+18,088
Value$923.4K
Filed 2026-10-20
Nautilus Advisors LLC
INCREASED
Shares17,852 from 16,831
Change+1,021 (+6%)
Value$911.3K (+$53.3K)
Filed 2026-10-07
Register Financial Advisors LLC
DECREASED
Shares17,650 from 25,070
Change-7,420 (-30%)
Value$901.0K (-$378.8K)
Filed 2026-10-23
Diversify Advisory Services, LLC
INCREASED
Shares17,611 from 17,284
Change+327 (+2%)
Value$897.3K (+$14.8K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares17,611 from 17,284
Change+327 (+2%)
Value$897.3K (+$14.8K)
Filed 2026-10-20
Ballast Rock Private Wealth LLC
DECREASED
Shares17,570 from 18,152
Change-582 (-3%)
Value$897.0K (-$29.7K)
Filed 2026-10-26
Certified Advisory Corp
INCREASED
Shares17,537 from 7,962
Change+9,575 (+120%)
Value$895.2K (+$488.8K)
Filed 2026-10-29
Epiq Partners, LLC
INCREASED
Shares17,434 from 16,758
Change+676 (+4%)
Value$890.0K (+$34.5K)
Filed 2026-10-07
First United Bank & Trust
INCREASED
Shares17,365 from 16,305
Change+1,060 (+7%)
Value$886.5K (+$54.1K)
Filed 2026-10-22
KG Capital Management
DECREASED
Shares17,300 from 20,692
Change-3,392 (-16%)
Value$883.2K (-$173.2K)
Filed 2026-10-15
Garde Capital, Inc.
DECREASED
Shares16,778 from 17,033
Change-255 (-1%)
Value$856.5K (-$13.0K)
Filed 2026-10-29
Rockingstone Advisors LLC
INCREASED
Shares16,765 from 10,760
Change+6,005 (+56%)
Value$855.9K (+$306.6K)
Filed 2026-10-16
Inscription Capital, LLC
NEW
Shares16,284
Change+16,284
Value$831.3K
Filed 2026-11-02
Partners Wealth Management, LLC
NEW
Shares16,262
Change+16,262
Value$830.2K
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares16,261 from 16,261
Change0 (0%)
Value$830.1K ($0)
Filed 2026-11-03
True Private Wealth Advisors
DECREASED
Shares16,165 from 16,793
Change-628 (-4%)
Value$825.2K (-$32.1K)
Filed 2026-10-19
L.K. Benson & Company, P.C.
INCREASED
Shares16,103 from 15,982
Change+121 (+1%)
Value$822.0K (+$6.2K)
Filed 2026-10-23
Avidian Wealth Enterprises, LLC
INCREASED
Shares16,013 from 13,620
Change+2,393 (+18%)
Value$817.5K (+$122.2K)
Filed 2026-10-08
Dynamic Advisor Solutions LLC
DECREASED
Shares15,994 from 43,760
Change-27,766 (-63%)
Value$816.5K (-$1.4M)
Filed 2026-10-13
New Wave Wealth Advisors LLC
INCREASED
Shares15,277 from 14,502
Change+775 (+5%)
Value$778.4K (+$38.0K)
Filed 2026-10-19
Professional Financial Advisors, LLC
INCREASED
Shares14,051 from 12,081
Change+1,970 (+16%)
Value$717.3K (+$100.6K)
Filed 2026-10-13
Stephens Group Asset Management, LLC
UNCHANGED
Shares13,985 from 13,985
Change0 (0%)
Value$713.9K ($0)
Filed 2026-10-09
Western Financial Corp
DECREASED
Shares13,687 from 13,690
Change-3 (0%)
Value$698.7K (-$125)
Filed 2026-10-14
VestGen Advisors, LLC
DECREASED
Shares13,499 from 22,904
Change-9,405 (-41%)
Value$689.1K (-$480.1K)
Filed 2026-10-27
Perigon Wealth Management, LLC
DECREASED
Shares13,472 from 14,835
Change-1,363 (-9%)
Value$687.7K (-$69.6K)
Filed 2026-10-22
Salem Investment Counselors Inc
INCREASED
Shares13,427 from 12,457
Change+970 (+8%)
Value$685.4K (+$49.5K)
Filed 2026-10-13
Private Client Services, LLC
INCREASED
Shares13,256 from 12,832
Change+424 (+3%)
Value$676.7K (+$21.6K)
Filed 2026-10-02
Portland Financial Advisors Inc
DECREASED
Shares13,175 from 13,650
Change-475 (-3%)
Value$672.6K (-$24.2K)
Filed 2026-10-26
Chicago Partners Investment Group LLC
INCREASED
Shares13,100 from 12,990
Change+110 (+1%)
Value$667.7K (+$5.3K)
Filed 2026-10-27
Rinkey Investments
INCREASED
Shares12,971 from 12,837
Change+134 (+1%)
Value$662.2K (+$6.9K)
Filed 2026-10-28
Guidance Capital, Inc
INCREASED
Shares12,888 from 12,532
Change+356 (+3%)
Value$655.2K (+$16.3K)
Filed 2026-11-03
Pinnacle Associates LTD
DECREASED
Shares12,550 from 12,950
Change-400 (-3%)
Value$640.7K (-$20.4K)
Filed 2026-10-20
Cap Partners, LLC
NEW
Shares12,481
Change+12,481
Value$637.1K
Filed 2026-10-19
Nations Financial Group Inc,
INCREASED
Shares12,358 from 12,089
Change+269 (+2%)
Value$630.9K (+$13.7K)
Filed 2026-11-05
Ameliora Wealth Management Ltd.
UNCHANGED
Shares12,210 from 12,210
Change0 (0%)
Value$623.2K (-$122)
Filed 2026-10-23
Apollon Wealth Management, LLC
INCREASED
Shares12,159 from 11,736
Change+423 (+4%)
Value$620.7K (+$21.6K)
Filed 2026-10-23
Virtue Capital Management, LLC
DECREASED
Shares12,095 from 12,411
Change-316 (-3%)
Value$617.5K (-$16.1K)
Filed 2026-10-29
Citigroup Inc
INCREASED
Shares11,980 from 3,744
Change+8,236 (+220%)
Value$611.6K (+$420.4K)
Filed 2026-11-04
Capital Investment Services of America, Inc.
UNCHANGED
Shares11,842 from 11,842
Change0 (0%)
Value$604.5K ($0)
Filed 2026-11-02
Lido Advisors, LLC
NEW
Shares11,236
Change+11,236
Value$573.6K
Filed 2026-11-04
NorthCrest Asset Manangement, LLC
DECREASED
Shares11,205 from 11,327
Change-122 (-1%)
Value$570.7K (-$6.7K)
Filed 2026-10-13
Connecticut Wealth Management, LLC
UNCHANGED
Shares11,082 from 11,082
Change0 (0%)
Value$565.7K ($0)
Filed 2026-10-13
Schmidt P J Investment Management Inc
INCREASED
Shares11,016 from 9,603
Change+1,413 (+15%)
Value$562.4K (+$72.1K)
Filed 2026-11-02
First Heartland Consultants, Inc.
INCREASED
Shares10,974 from 10,227
Change+747 (+7%)
Value$560.2K (+$38.1K)
Filed 2026-10-08
Center For Asset Management LLC
NEW
Shares10,841
Change+10,841
Value$553.4K
Filed 2026-10-16
Focus Financial Network, Inc.
INCREASED
Shares10,452 from 9,730
Change+722 (+7%)
Value$533.6K (+$36.8K)
Filed 2026-10-14
Independent Wealth Advisors LLC
INCREASED
Shares10,317 from 6,370
Change+3,947 (+62%)
Value$526.7K (+$201.5K)
Filed 2026-10-27
Ellis Investment Partners, LLC
INCREASED
Shares10,164 from 10,115
Change+49 (+0%)
Value$518.9K (+$2.5K)
Filed 2026-10-21
HB Wealth Management, LLC
INCREASED
Shares9,984 from 9,983
Change+1 (+0%)
Value$509.7K ($0)
Filed 2026-10-23
Trek Financial, LLC
DECREASED
Shares9,710 from 24,039
Change-14,329 (-60%)
Value$495.7K (-$731.5K)
Filed 2026-10-29
Tableaux LLC
INCREASED
Shares9,607 from 8,520
Change+1,087 (+13%)
Value$490.4K (+$55.5K)
Filed 2026-10-23
Argus Investors' Counsel, Inc.
UNCHANGED
Shares9,414 from 9,414
Change0 (0%)
Value$480.6K ($0)
Filed 2026-10-09
Midwest Financial Network, LLC
INCREASED
Shares9,400 from 9,374
Change+26 (+0%)
Value$479.9K (+$1.3K)
Filed 2026-10-13
Avantax Planning Partners, Inc.
DECREASED
Shares9,362 from 9,376
Change-14 (0%)
Value$477.9K (-$715)
Filed 2026-11-03
Unified Investment Management
INCREASED
Shares9,250 from 8,250
Change+1,000 (+12%)
Value$472.2K (+$51.1K)
Filed 2026-10-14
Milestone Asset Management, LLC
DECREASED
Shares9,240 from 9,448
Change-208 (-2%)
Value$471.7K (-$10.6K)
Filed 2026-10-15
Balboa Wealth Partners
UNCHANGED
Shares8,704 from 8,704
Change0 (0%)
Value$444.3K ($0)
Filed 2026-10-20
Wealth Advisory Solutions, LLC
DECREASED
Shares8,672 from 8,693
Change-21 (0%)
Value$442.7K (-$1.1K)
Filed 2026-10-20
Private Trust Co NA
INCREASED
Shares8,581 from 7,818
Change+763 (+10%)
Value$438.1K (+$39.0K)
Filed 2026-10-20
Thompson Davis & Co., Inc.
INCREASED
Shares8,214 from 7,506
Change+708 (+9%)
Value$419.3K (+$36.1K)
Filed 2026-11-05
JFS Wealth Advisors, LLC
DECREASED
Shares8,043 from 18,655
Change-10,612 (-57%)
Value$410.6K (-$541.7K)
Filed 2026-11-03
Global Trust Wealth Management LLC
DECREASED
Shares7,777 from 7,902
Change-125 (-2%)
Value$397.0K (-$6.4K)
Filed 2026-10-14
Donor Advised Charitable Giving, Inc.
INCREASED
Shares7,766 from 7,686
Change+80 (+1%)
Value$396.5K (+$4.1K)
Filed 2026-10-28
Choreo, LLC
UNCHANGED
Shares7,739 from 7,739
Change0 (0%)
Value$395.1K ($0)
Filed 2026-10-28
IFC & Insurance Marketing, Inc.
NEW
Shares7,714
Change+7,714
Value$393.8K
Filed 2026-10-16
Flagship Harbor Advisors, LLC
INCREASED
Shares7,264 from 7,238
Change+26 (+0%)
Value$370.8K (+$1.3K)
Filed 2026-10-26
Alpha Omega Wealth Management LLC
UNCHANGED
Shares7,185 from 7,185
Change0 (0%)
Value$366.8K ($0)
Filed 2026-10-23
Welch & Forbes LLC
DECREASED
Shares7,050 from 7,350
Change-300 (-4%)
Value$359.9K (-$15.3K)
Filed 2026-11-04
Omni 360 Wealth, Inc.
DECREASED
Shares7,050 from 7,054
Change-4 (0%)
Value$359.9K (-$204)
Filed 2026-10-13
Smith Thornton Advisors LLC
UNCHANGED
Shares6,980 from 6,980
Change0 (0%)
Value$356.3K (+$489)
Filed 2026-10-16
AlphaCore Capital LLC
UNCHANGED
Shares6,900 from 6,900
Change0 (0%)
Value$352.2K ($0)
Filed 2026-11-04
Thrive Wealth Management, LLC
NEW
Shares6,889
Change+6,889
Value$351.7K
Filed 2026-10-13
Valeo Financial Advisors, LLC
NEW
Shares6,546
Change+6,546
Value$334.2K
Filed 2026-10-08
Wesbanco Bank Inc
DECREASED
Shares6,544 from 6,978
Change-434 (-6%)
Value$334.1K (-$22.2K)
Filed 2026-11-04
Sanchez Gaunt Capital Management, LLC
DECREASED
Shares6,478 from 18,110
Change-11,632 (-64%)
Value$330.7K (-$593.8K)
Filed 2026-11-03
Balefire, LLC
DECREASED
Shares6,435 from 10,298
Change-3,863 (-38%)
Value$328.5K (-$197.2K)
Filed 2026-10-09
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares6,382 from 4,850
Change+1,532 (+32%)
Value$325.8K (+$78.2K)
Filed 2026-11-05
Founders Financial Securities LLC
DECREASED
Shares6,370 from 7,108
Change-738 (-10%)
Value$325.2K (-$37.7K)
Filed 2026-10-28
Keybank National Association
DECREASED
Shares6,364 from 7,551
Change-1,187 (-16%)
Value$324.9K (-$60.6K)
Filed 2026-11-04
Visionary Wealth Advisors
INCREASED
Shares6,227 from 5,925
Change+302 (+5%)
Value$317.9K (+$15.4K)
Filed 2026-11-04
Anchor Capital Advisors LLC
UNCHANGED
Shares6,200 from 6,200
Change0 (0%)
Value$316.5K ($0)
Filed 2026-11-05
Thrive Capital Management, LLC
INCREASED
Shares6,195 from 5,248
Change+947 (+18%)
Value$316.3K (+$48.3K)
Filed 2026-10-28
First Interstate Bank
NEW
Shares6,191
Change+6,191
Value$316.1K
Filed 2026-10-23
Value Investment Professionals, LLC
DECREASED
Shares6,185 from 6,220
Change-35 (-1%)
Value$315.8K (-$1.8K)
Filed 2026-10-13
Evanson Financial, LLC
INCREASED
Shares6,157 from 6,093
Change+64 (+1%)
Value$314.3K (+$3.3K)
Filed 2026-10-23
Deroy & Devereaux Private Investment Counsel Inc
UNCHANGED
Shares6,100 from 6,100
Change0 (0%)
Value$311 (-$310.7K)
Filed 2026-10-26
Opinicus Capital, Inc.
DECREASED
Shares5,764 from 5,802
Change-38 (-1%)
Value$294.3K (-$1.9K)
Filed 2026-10-28
Chilton Capital Management LLC
DECREASED
Shares5,475 from 5,825
Change-350 (-6%)
Value$279.5K (-$17.9K)
Filed 2026-10-28
Fortitude Advisory Group L.L.C.
DECREASED
Shares5,457 from 5,818
Change-361 (-6%)
Value$278.6K (-$18.5K)
Filed 2026-10-15
Aurora Private Wealth, Inc.
NEW
Shares5,306
Change+5,306
Value$271
Filed 2026-10-20
Naples Global Advisors, LLC
UNCHANGED
Shares5,280 from 5,280
Change0 (0%)
Value$269.5K ($0)
Filed 2026-11-05
BAM Wealth Management, LLC
NEW
Shares5,274
Change+5,274
Value$269.2K
Filed 2026-10-15
S&A Financial Services, Inc.
INCREASED
Shares5,226 from 5,174
Change+52 (+1%)
Value$266.8K (+$2.7K)
Filed 2026-11-03
Brighton Jones LLC
NEW
Shares5,134
Change+5,134
Value$262.1K
Filed 2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
NEW
Shares5,128
Change+5,128
Value$261.8K
Filed 2026-10-14
Brindle & Bay Financial Advisors, LLC
NEW
Shares5,123
Change+5,123
Value$261.5K
Filed 2026-10-15
Mezzasalma Advisors, LLC
DECREASED
Shares5,102 from 5,144
Change-42 (-1%)
Value$260.5K (-$2.1K)
Filed 2026-10-14
BridgePort Financial Solutions, LLC
UNCHANGED
Shares5,058 from 5,058
Change0 (0%)
Value$258.2K ($0)
Filed 2026-11-02
Bulwark Capital Corp
DECREASED
Shares5,042 from 18,757
Change-13,715 (-73%)
Value$257.4K (-$700.2K)
Filed 2026-10-13
Mascagni Wealth Management, Inc.
UNCHANGED
Shares5,005 from 5,005
Change0 (0%)
Value$255.5K ($0)
Filed 2026-10-23
Rossby Financial, LCC
INCREASED
Shares4,950 from 1,790
Change+3,160 (+177%)
Value$252.7K (+$161.3K)
Filed 2026-11-05
Alhambra Investment Management LLC
DECREASED
Shares4,927 from 5,027
Change-100 (-2%)
Value$251.5K (-$5.1K)
Filed 2026-10-15
Atlas Private Wealth Advisors
NEW
Shares4,922
Change+4,922
Value$251.3K
Filed 2026-10-23
CFM Wealth Partners LLC
UNCHANGED
Shares4,850 from 4,850
Change0 (0%)
Value$247.6K ($0)
Filed 2026-11-05
GreatBanc Trust Co
DECREASED
Shares4,730 from 4,850
Change-120 (-2%)
Value$241.5K (-$6.1K)
Filed 2026-11-04
Midwest Professional Planners, Ltd.
INCREASED
Shares4,681 from 4,406
Change+275 (+6%)
Value$239.0K (+$14.1K)
Filed 2026-10-29
Keystone Wealth Services, LLC
DECREASED
Shares4,630 from 5,275
Change-645 (-12%)
Value$236.3K (-$33.0K)
Filed 2026-11-03
Rossmore Private Capital
INCREASED
Shares4,588 from 3,838
Change+750 (+20%)
Value$234.2K (+$38.3K)
Filed 2026-10-27
Evolution Wealth Advisors, LLC
UNCHANGED
Shares4,580 from 4,580
Change0 (0%)
Value$233.8K ($0)
Filed 2026-11-03
Lane Brothers & Co Inc
DECREASED
Shares4,540 from 31,875
Change-27,335 (-86%)
Value$231.8K (-$1.4M)
Filed 2026-11-02
Midwest Trust Co
NEW
Shares4,445
Change+4,445
Value$226.9K
Filed 2026-10-22
Reyes Financial Architecture, Inc.
INCREASED
Shares4,424 from 1,431
Change+2,993 (+209%)
Value$225.8K (+$152.8K)
Filed 2026-10-22
Rose Capital Advisors LLC
UNCHANGED
Shares4,317 from 4,317
Change0 (0%)
Value$220.4K ($0)
Filed 2026-11-04
Bauman Advisory Group, LLC
NEW
Shares4,292
Change+4,292
Value$219.1K
Filed 2026-10-29
Essex LLC
UNCHANGED
Shares4,223 from 4,223
Change0 (0%)
Value$215.6K ($0)
Filed 2026-10-14
Axxcess Wealth Management, LLC
DECREASED
Shares4,213 from 75,768
Change-71,555 (-94%)
Value$215.1K (-$3.7M)
Filed 2026-10-21
Integras Partners LLC
DECREASED
Shares4,213 from 4,282
Change-69 (-2%)
Value$215.1K (-$3.5K)
Filed 2026-10-30
Patton Albertson Miller Group, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$204.2K ($0)
Filed 2026-10-26
Meridian Wealth Management, LLC
DECREASED
Shares3,966 from 4,961
Change-995 (-20%)
Value$202.5K (-$50.8K)
Filed 2026-11-05
Capital Advisors, Ltd. LLC
UNCHANGED
Shares3,966 from 3,966
Change0 (0%)
Value$202 ($0)
Filed 2026-10-27
First Command Advisory Services, Inc.
INCREASED
Shares3,702 from 2,137
Change+1,565 (+73%)
Value$189.0K (+$79.9K)
Filed 2026-11-05
Compass Financial Management LLC
DECREASED
Shares3,461 from 116,171
Change-112,710 (-97%)
Value$176.7K (-$5.8M)
Filed 2026-10-30
Cherry Tree Wealth Management, LLC
DECREASED
Shares3,461 from 4,109
Change-648 (-16%)
Value$176.7K (-$33.1K)
Filed 2026-10-15
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares3,224 from 3,224
Change0 (0%)
Value$164.6K ($0)
Filed 2026-10-23
Laurel Wealth Advisors LLC
NEW
Shares2,808
Change+2,808
Value$143.3K
Filed 2026-10-27
Westside Investment Management, Inc.
UNCHANGED
Shares2,764 from 2,764
Change0 (0%)
Value$141.1K ($0)
Filed 2026-11-02
Triumph Capital Management
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$127.6K ($0)
Filed 2026-10-14
TD Waterhouse Canada Inc.
DECREASED
Shares2,020 from 2,584
Change-564 (-22%)
Value$102.7K (-$29.2K)
Filed 2026-10-16
Cranbrook Wealth Management, LLC
UNCHANGED
Shares1,974 from 1,974
Change0 (0%)
Value$100.8K ($0)
Filed 2026-10-28
Gables Capital Management Inc.
UNCHANGED
Shares1,946 from 1,946
Change0 (0%)
Value$99.3K ($0)
Filed 2026-11-04
MidAtlantic Capital Management, Inc.
NEW
Shares1,903
Change+1,903
Value$97.1K
Filed 2026-11-05
Parallel Advisors, LLC
INCREASED
Shares1,607 from 588
Change+1,019 (+173%)
Value$82.1K (+$52.0K)
Filed 2026-11-03
Coastline Trust Co
UNCHANGED
Shares1,587 from 1,587
Change0 (0%)
Value$81.0K ($0)
Filed 2026-10-01
North Star Investment Management Corp.
DECREASED
Shares1,460 from 1,731
Change-271 (-16%)
Value$74.5K (-$13.8K)
Filed 2026-10-27
CoreCap Advisors, LLC
DECREASED
Shares1,336 from 2,686
Change-1,350 (-50%)
Value$68.2K (-$68.9K)
Filed 2026-10-08
Blue Trust, Inc.
DECREASED
Shares1,157 from 1,184
Change-27 (-2%)
Value$59.1K (-$1.4K)
Filed 2026-10-15
Global Trust Asset Management, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$51.1K ($0)
Filed 2026-10-19
IFS Advisors, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$51.1K ($0)
Filed 2026-10-14
Nfsg Corp
NEW
Shares988
Change+988
Value$50.4K
Filed 2026-10-15
Blueline Advisors LLC
UNCHANGED
Shares831 from 831
Change0 (0%)
Value$42.4K ($0)
Filed 2026-10-15
Cape Investment Advisory, Inc.
DECREASED
Shares740 from 1,089
Change-349 (-32%)
Value$37.8K (-$17.8K)
Filed 2026-10-13
Bayban
UNCHANGED
Shares732 from 732
Change0 (0%)
Value$37.4K ($0)
Filed 2026-11-05
Archer Investment Corp
UNCHANGED
Shares725 from 725
Change0 (0%)
Value$37.0K ($0)
Filed 2026-11-05
City Holding Co
NEW
Shares690
Change+690
Value$35.2K
Filed 2026-10-19
Elevation Wealth Partners, LLC
INCREASED
Shares674 from 667
Change+7 (+1%)
Value$34.4K (+$356)
Filed 2026-10-07
Signature Resources Capital Management, LLC
DECREASED
Shares577 from 2,967
Change-2,390 (-81%)
Value$29.5K (-$122.0K)
Filed 2026-10-16
Tompkins Financial Corp
UNCHANGED
Shares492 from 492
Change0 (0%)
Value$25.1K ($0)
Filed 2026-10-05
Gilpin Wealth Management, LLC
INCREASED
Shares471 from 460
Change+11 (+2%)
Value$24.0K (+$562)
Filed 2026-10-09
Physician Wealth Advisors, Inc.
INCREASED
Shares408 from 404
Change+4 (+1%)
Value$20.8K (+$216)
Filed 2026-10-20
Caldwell Trust Co
DECREASED
Shares405 from 412
Change-7 (-2%)
Value$20.7K (-$358)
Filed 2026-10-30
Brown, Lisle Ings, Inc.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$20.4K ($0)
Filed 2026-10-16
Provenance Wealth Advisors, LLC
INCREASED
Shares371 from 79
Change+292 (+370%)
Value$18.9K (+$14.9K)
Filed 2026-10-30
Mather Group, Llc.
UNCHANGED
Shares369 from 369
Change0 (0%)
Value$18.8K ($0)
Filed 2026-10-14
Chapman Financial Group, LLC
NEW
Shares335
Change+335
Value$17.1K
Filed 2026-10-26
Pinnacle Bancorp, Inc.
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$16.6K ($0)
Filed 2026-10-21
Root Financial Partners, LLC
NEW
Shares295
Change+295
Value$15.1K
Filed 2026-10-21
Evolution Wealth Management Inc.
DECREASED
Shares264 from 491
Change-227 (-46%)
Value$13.5K (-$11.6K)
Filed 2026-10-28
Signature Equity Partners, LLC
INCREASED
Shares239 from 238
Change+1 (+0%)
Value$12.2K (+$30)
Filed 2026-10-29
Planning Strategies Inc.
UNCHANGED
Shares236 from 236
Change0 (0%)
Value$12.0K ($0)
Filed 2026-10-02
Jacobi Capital Management LLC
NEW
Shares214
Change+214
Value$10.9K
Filed 2026-11-05
Heritage Family Offices, LLP
NEW
Shares205
Change+205
Value$10.5K
Filed 2026-11-02
Tsfg, LLC
INCREASED
Shares201 from 200
Change+1 (+1%)
Value$10 ($0)
Filed 2026-10-23
Lodestone Wealth Management LLC
UNCHANGED
Shares184 from 184
Change0 (0%)
Value$9.4K ($0)
Filed 2026-10-14
Central Pacific Bank - Trust Division
UNCHANGED
Shares183 from 183
Change0 (0%)
Value$9.3K ($0)
Filed 2026-10-06
Buck Wealth Strategies, LLC
UNCHANGED
Shares171 from 171
Change0 (0%)
Value$8.7K ($0)
Filed 2026-10-28
Canton Hathaway, LLC
NEW
Shares152
Change+152
Value$7.8K
Filed 2026-10-23
Murphy & Mullick Capital Management Corp
NEW
Shares150
Change+150
Value$7.7K
Filed 2026-11-02
First Bancorp, Inc
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$6.9K ($0)
Filed 2026-10-26
Golden State Wealth Management, LLC
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$6.0K ($0)
Filed 2026-11-02
USA Financial Formulas
NEW
Shares105
Change+105
Value$5.4K
Filed 2026-10-16
Next Level Wealth Planning, LLC
NEW
Shares97
Change+97
Value$5.0K
Filed 2026-10-29
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares84 from 229
Change-145 (-63%)
Value$4.3K (-$7.4K)
Filed 2026-10-14
Larson Financial Group LLC
DECREASED
Shares75 from 95
Change-20 (-21%)
Value$3.8K (-$1.0K)
Filed 2026-11-05
Provident Wealth Management, LLC
INCREASED
Shares64 from 63
Change+1 (+2%)
Value$3.2K (+$15)
Filed 2026-10-20
Ashton Thomas Securities, LLC
NEW
Shares60
Change+60
Value$3.1K
Filed 2026-10-26
Beacon Capital Management, Inc.
NEW
Shares54
Change+54
Value$2.8K
Filed 2026-10-13
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$2.2K ($0)
Filed 2026-11-02
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$1.9K ($0)
Filed 2026-10-27
Bank of New Hampshire
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1.3K ($0)
Filed 2026-10-06
City State Bank
DECREASED
Shares21 from 26
Change-5 (-19%)
Value$1.1K (-$255)
Filed 2026-10-20
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$307 ($0)
Filed 2026-10-07
Bear Mountain Capital, Inc.
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$204 ($0)
Filed 2026-11-04
Scarborough Advisors, LLC
CLOSED
Shares0 from 79,064
Change-79,064 (-100%)
Value$0 (-$4.0M)
Filed 2026-10-16
Sovran Advisors, LLC
CLOSED
Shares0 from 37,225
Change-37,225 (-100%)
Value$0 (-$1.9M)
Filed 2026-11-02
Lebenthal Global Advisors, LLC
CLOSED
Shares0 from 20,117
Change-20,117 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-28
Rise Advisors, LLC
CLOSED
Shares0 from 12,321
Change-12,321 (-100%)
Value$0 (-$629.0K)
Filed 2026-10-16
Cantor Fitzgerald Investment Advisors L.P.
CLOSED
Shares0 from 7,531
Change-7,531 (-100%)
Value$0 (-$384.5K)
Filed 2026-10-21
Signal Advisors Wealth, LLC
CLOSED
Shares0 from 7,516
Change-7,516 (-100%)
Value$0 (-$383.7K)
Filed 2026-10-13
Garner Asset Management Corp
CLOSED
Shares0 from 6,199
Change-6,199 (-100%)
Value$0 (-$316.4K)
Filed 2026-10-30
Mirae Asset Global Investments Co., Ltd.
CLOSED
Shares0 from 5,870
Change-5,870 (-100%)
Value$0 (-$299.7K)
Filed 2026-11-03
Integrated Capital Management, LLC
CLOSED
Shares0 from 5,555
Change-5,555 (-100%)
Value$0 (-$283.6K)
Filed 2026-10-23
Essex Bank
CLOSED
Shares0 from 5,165
Change-5,165 (-100%)
Value$0 (-$263.6K)
Filed 2026-10-16
True Link Financial Advisors, LLC
CLOSED
Shares0 from 4,768
Change-4,768 (-100%)
Value$0 (-$243.4K)
Filed 2026-10-27
LEE Danner & Bass Inc
CLOSED
Shares0 from 4,424
Change-4,424 (-100%)
Value$0 (-$225.8K)
Filed 2026-10-27
Redhawk Wealth Advisors, Inc.
CLOSED
Shares0 from 4,349
Change-4,349 (-100%)
Value$0 (-$222.0K)
Filed 2026-10-14
Ascent Group, LLC
CLOSED
Shares0 from 4,024
Change-4,024 (-100%)
Value$0 (-$205.4K)
Filed 2026-10-30
GFS Advisors, LLC
CLOSED
Shares0 from 3,600
Change-3,600 (-100%)
Value$0 (-$287.8K)
Filed 2026-11-03
Wagner Wealth Management, LLC
CLOSED
Shares0 from 912
Change-912 (-100%)
Value$0 (-$46.6K)
Filed 2026-10-21
Union Bancaire Privee, UBP SA
CLOSED
Shares0 from 315
Change-315 (-100%)
Value$0 (-$12.1K)
Filed 2026-11-04
MCF Advisors LLC
CLOSED
Shares0 from 198
Change-198 (-100%)
Value$0 (-$10.1K)
Filed 2026-10-28
Fairman Group, LLC
CLOSED
Shares0 from 186
Change-186 (-100%)
Value$0 (-$9.5K)
Filed 2026-10-26
Axiom Investment Management LLC
CLOSED
Shares0 from 145
Change-145 (-100%)
Value$0 (-$7.4K)
Filed 2026-11-03
Cornerstone Planning Group LLC
CLOSED
Shares0 from 45
Change-45 (-100%)
Value$0 (-$2.3K)
Filed 2026-10-16
Realta Investment Advisors
CLOSED
Shares0 from 34
Change-34 (-100%)
Value$0 (-$1.7K)
Filed 2026-10-14
Compagnie Lombard Odier SCmA
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-04
Cullen T Bankers, Inc.
DECREASED
Shares0 from 2,948
Change-2,948 (-100%)
Value$10 (-$150.5K)
Filed 2026-10-28
Signaturefd, LLC
DECREASED
Shares0 from 1,662
Change-1,662 (-100%)
Value$20 (-$84.8K)
Filed 2026-10-23
Bank of America Corp
N/A
Shares— from 8,544,057
Change-8,544,057 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 7,372,129
Change-7,372,129 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 6,592,155
Change-6,592,155 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 5,762,305
Change-5,762,305 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 5,466,922
Change-5,466,922 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,520,077
Change-3,520,077 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 3,050,266
Change-3,050,266 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,039,586
Change-3,039,586 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,314,490
Change-2,314,490 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,143,534
Change-2,143,534 (-100%)
Value—
Kensington Asset Management, LLC
N/A
Shares— from 2,101,238
Change-2,101,238 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 2,075,529
Change-2,075,529 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,843,094
Change-1,843,094 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,354,166
Change-1,354,166 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 1,226,500
Change-1,226,500 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 1,108,482
Change-1,108,482 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,011,845
Change-1,011,845 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 879,949
Change-879,949 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 819,802
Change-819,802 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 681,091
Change-681,091 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 666,239
Change-666,239 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 627,723
Change-627,723 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 607,692
Change-607,692 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 481,741
Change-481,741 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 466,052
Change-466,052 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 448,144
Change-448,144 (-100%)
Value—
Mcmorgan & Co LLC
N/A
Shares— from 441,517
Change-441,517 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 436,810
Change-436,810 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 415,334
Change-415,334 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 413,476
Change-413,476 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 351,530
Change-351,530 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 349,365
Change-349,365 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 338,106
Change-338,106 (-100%)
Value—
Allstate Corp
N/A
Shares— from 333,563
Change-333,563 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 309,476
Change-309,476 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 309,081
Change-309,081 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 296,646
Change-296,646 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 293,076
Change-293,076 (-100%)
Value—
Alpha Zero LLC
N/A
Shares— from 287,635
Change-287,635 (-100%)
Value—
Cascade Wealth Advisors, Inc
N/A
Shares— from 286,611
Change-286,611 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 273,884
Change-273,884 (-100%)
Value—
Tandem Wealth Advisors LLC
N/A
Shares— from 269,317
Change-269,317 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 264,672
Change-264,672 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 264,348
Change-264,348 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 260,824
Change-260,824 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 241,923
Change-241,923 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 222,764
Change-222,764 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 214,124
Change-214,124 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 212,826
Change-212,826 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 207,285
Change-207,285 (-100%)
Value—
Piedmont Capital Management, LLC
N/A
Shares— from 204,778
Change-204,778 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 201,127
Change-201,127 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 195,179
Change-195,179 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 184,254
Change-184,254 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 175,894
Change-175,894 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 175,033
Change-175,033 (-100%)
Value—
Rosenblum Silverman Sutton S F Inc
N/A
Shares— from 171,980
Change-171,980 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 163,391
Change-163,391 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 162,640
Change-162,640 (-100%)
Value—
Corus Family Wealth Advisors
N/A
Shares— from 161,383
Change-161,383 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 158,202
Change-158,202 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 157,654
Change-157,654 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 156,071
Change-156,071 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 154,747
Change-154,747 (-100%)
Value—
Nutshell Asset Management Ltd
N/A
Shares— from 148,126
Change-148,126 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 144,165
Change-144,165 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 140,779
Change-140,779 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 137,808
Change-137,808 (-100%)
Value—
FCA Corp
N/A
Shares— from 135,317
Change-135,317 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 134,141
Change-134,141 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 133,281
Change-133,281 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 127,589
Change-127,589 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 125,524
Change-125,524 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 123,029
Change-123,029 (-100%)
Value—
Kesler, Norman & Wride, LLC
N/A
Shares— from 119,528
Change-119,528 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 117,503
Change-117,503 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 113,316
Change-113,316 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 111,419
Change-111,419 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 107,071
Change-107,071 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 103,912
Change-103,912 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 101,475
Change-101,475 (-100%)
Value—
Everest Financial Group LLC
N/A
Shares— from 100,449
Change-100,449 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 98,597
Change-98,597 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 97,826
Change-97,826 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 96,294
Change-96,294 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 92,513
Change-92,513 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 90,969
Change-90,969 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 90,164
Change-90,164 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 88,702
Change-88,702 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 88,067
Change-88,067 (-100%)
Value—
Knuff & Co LLC
N/A
Shares— from 87,524
Change-87,524 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 87,036
Change-87,036 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 85,740
Change-85,740 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 85,550
Change-85,550 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 85,001
Change-85,001 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 84,064
Change-84,064 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 82,489
Change-82,489 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 81,166
Change-81,166 (-100%)
Value—
Darden Wealth Group Inc
N/A
Shares— from 80,936
Change-80,936 (-100%)
Value—
D L Carlson Investment Group Inc
N/A
Shares— from 79,363
Change-79,363 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 78,002
Change-78,002 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 74,740
Change-74,740 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 73,315
Change-73,315 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 72,295
Change-72,295 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 71,239
Change-71,239 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 69,925
Change-69,925 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 69,922
Change-69,922 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 66,830
Change-66,830 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 65,208
Change-65,208 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 64,068
Change-64,068 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 63,551
Change-63,551 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 60,717
Change-60,717 (-100%)
Value—
Betterment LLC
N/A
Shares— from 59,553
Change-59,553 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 59,141
Change-59,141 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 59,106
Change-59,106 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 55,942
Change-55,942 (-100%)
Value—
Crabel Capital Management, LLC
N/A
Shares— from 55,850
Change-55,850 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 53,811
Change-53,811 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 53,739
Change-53,739 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 53,661
Change-53,661 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 51,521
Change-51,521 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 49,835
Change-49,835 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 48,729
Change-48,729 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 48,729
Change-48,729 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 46,840
Change-46,840 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 45,172
Change-45,172 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 43,983
Change-43,983 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 43,600
Change-43,600 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 42,587
Change-42,587 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 42,064
Change-42,064 (-100%)
Value—
Nwam LLC
N/A
Shares— from 41,344
Change-41,344 (-100%)
Value—
Toews Corp
N/A
Shares— from 41,228
Change-41,228 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 40,442
Change-40,442 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 40,409
Change-40,409 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 38,385
Change-38,385 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 37,291
Change-37,291 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 36,376
Change-36,376 (-100%)
Value—
Loudon Investment Management, LLC
N/A
Shares— from 35,857
Change-35,857 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 35,301
Change-35,301 (-100%)
Value—
Bonfire Financial
N/A
Shares— from 34,967
Change-34,967 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 34,652
Change-34,652 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 34,500
Change-34,500 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 34,319
Change-34,319 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 33,692
Change-33,692 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 33,520
Change-33,520 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 33,263
Change-33,263 (-100%)
Value—
Fairlight Advisors
N/A
Shares— from 33,255
Change-33,255 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 33,000
Change-33,000 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 32,750
Change-32,750 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 32,363
Change-32,363 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 32,058
Change-32,058 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 31,936
Change-31,936 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 31,900
Change-31,900 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 31,400
Change-31,400 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 29,446
Change-29,446 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 29,046
Change-29,046 (-100%)
Value—
Cunning Capital Partners, LP
N/A
Shares— from 29,000
Change-29,000 (-100%)
Value—
Allianz SE
N/A
Shares— from 27,376
Change-27,376 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 27,294
Change-27,294 (-100%)
Value—
Blair William & Co
N/A
Shares— from 27,148
Change-27,148 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 27,096
Change-27,096 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 26,457
Change-26,457 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 26,103
Change-26,103 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 26,050
Change-26,050 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 24,851
Change-24,851 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 24,326
Change-24,326 (-100%)
Value—
Opus Financial Solutions LLC
N/A
Shares— from 24,252
Change-24,252 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 23,781
Change-23,781 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 23,542
Change-23,542 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 23,502
Change-23,502 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 23,300
Change-23,300 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 22,637
Change-22,637 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 22,452
Change-22,452 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 22,219
Change-22,219 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 22,069
Change-22,069 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 21,900
Change-21,900 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 21,374
Change-21,374 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 21,374
Change-21,374 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 21,077
Change-21,077 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 20,940
Change-20,940 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 20,575
Change-20,575 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 19,555
Change-19,555 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 19,456
Change-19,456 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 19,058
Change-19,058 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 18,657
Change-18,657 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 18,262
Change-18,262 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 18,070
Change-18,070 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 17,837
Change-17,837 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 17,665
Change-17,665 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 17,556
Change-17,556 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 17,075
Change-17,075 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 15,678
Change-15,678 (-100%)
Value—
Coral Wealth Management, LLC
N/A
Shares— from 15,608
Change-15,608 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 15,570
Change-15,570 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 15,435
Change-15,435 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 15,102
Change-15,102 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 14,867
Change-14,867 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 14,287
Change-14,287 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 14,217
Change-14,217 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 13,751
Change-13,751 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 13,669
Change-13,669 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 13,648
Change-13,648 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 13,543
Change-13,543 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 13,137
Change-13,137 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 13,088
Change-13,088 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 12,973
Change-12,973 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 12,729
Change-12,729 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 12,681
Change-12,681 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 12,549
Change-12,549 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 12,450
Change-12,450 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 12,186
Change-12,186 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 12,053
Change-12,053 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 11,927
Change-11,927 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 11,759
Change-11,759 (-100%)
Value—
FMR LLC
N/A
Shares— from 11,337
Change-11,337 (-100%)
Value—
Natural Investments, LLC
N/A
Shares— from 11,257
Change-11,257 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 11,115
Change-11,115 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 10,991
Change-10,991 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 10,862
Change-10,862 (-100%)
Value—
American Wealth Advisors, LLC
N/A
Shares— from 10,716
Change-10,716 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 10,293
Change-10,293 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 10,117
Change-10,117 (-100%)
Value—
Larch Capital Partners LLC
N/A
Shares— from 10,006
Change-10,006 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 9,980
Change-9,980 (-100%)
Value—
Banco Bilbao Vizcaya Argentaria, S.A.
N/A
Shares— from 9,954
Change-9,954 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 9,511
Change-9,511 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 9,420
Change-9,420 (-100%)
Value—
Pettyjohn, Wood & White, Inc
N/A
Shares— from 9,375
Change-9,375 (-100%)
Value—
Stephens Inc
N/A
Shares— from 9,199
Change-9,199 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 8,934
Change-8,934 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 8,625
Change-8,625 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 8,417
Change-8,417 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 8,382
Change-8,382 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 8,376
Change-8,376 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 8,265
Change-8,265 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 7,696
Change-7,696 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 7,479
Change-7,479 (-100%)
Value—
Mustico Financial Group, Inc.
N/A
Shares— from 7,358
Change-7,358 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 7,253
Change-7,253 (-100%)
Value—
Northwest Bancshares, Inc.
N/A
Shares— from 7,210
Change-7,210 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 7,207
Change-7,207 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 7,196
Change-7,196 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 7,141
Change-7,141 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 6,993
Change-6,993 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 6,855
Change-6,855 (-100%)
Value—
Banco Santander, S.A.
N/A
Shares— from 6,752
Change-6,752 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 6,735
Change-6,735 (-100%)
Value—
&partners
N/A
Shares— from 6,709
Change-6,709 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 6,580
Change-6,580 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 6,456
Change-6,456 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 6,380
Change-6,380 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 6,297
Change-6,297 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 6,285
Change-6,285 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 5,848
Change-5,848 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 5,698
Change-5,698 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 5,588
Change-5,588 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 5,474
Change-5,474 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 5,380
Change-5,380 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 5,314
Change-5,314 (-100%)
Value—
Mandatum Life Insurance Co Ltd
N/A
Shares— from 5,060
Change-5,060 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 5,029
Change-5,029 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 5,018
Change-5,018 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 4,976
Change-4,976 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 4,943
Change-4,943 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 4,853
Change-4,853 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 4,765
Change-4,765 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 4,580
Change-4,580 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 4,415
Change-4,415 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 4,408
Change-4,408 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 4,398
Change-4,398 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 4,342
Change-4,342 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 4,334
Change-4,334 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 4,323
Change-4,323 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 4,127
Change-4,127 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 4,105
Change-4,105 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 4,008
Change-4,008 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 3,999
Change-3,999 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 3,994
Change-3,994 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 3,923
Change-3,923 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 3,896
Change-3,896 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 3,865
Change-3,865 (-100%)
Value—
Quarry LP
N/A
Shares— from 3,740
Change-3,740 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 3,102
Change-3,102 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 2,940
Change-2,940 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,599
Change-2,599 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,274
Change-2,274 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 2,064
Change-2,064 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 1,994
Change-1,994 (-100%)
Value—
Rogco, LP
N/A
Shares— from 1,888
Change-1,888 (-100%)
Value—
10Elms LLP
N/A
Shares— from 1,831
Change-1,831 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,649
Change-1,649 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 1,618
Change-1,618 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,551
Change-1,551 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 1,481
Change-1,481 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 1,429
Change-1,429 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 1,295
Change-1,295 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1,285
Change-1,285 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,195
Change-1,195 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 1,171
Change-1,171 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 1,146
Change-1,146 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,120
Change-1,120 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 1,012
Change-1,012 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 978
Change-978 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 958
Change-958 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 835
Change-835 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 812
Change-812 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 687
Change-687 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 541
Change-541 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 425
Change-425 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 425
Change-425 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 419
Change-419 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 358
Change-358 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 282
Change-282 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 259
Change-259 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 140
Change-140 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 120
Change-120 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 113
Change-113 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 113
Change-113 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 100
Change-100 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 99
Change-99 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 98
Change-98 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 89
Change-89 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 69
Change-69 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 54
Change-54 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 49
Change-49 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 16
Change-16 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
New York Life Investment Management LLC
DECREASED3,564,7833,955,418-390,635-10%$201.9M$182.0M-$19.9M2026-11-04
Glenview Trust Co
INCREASED3,253,6973,145,977+107,720+3%$160.6M$166.1M+$5.5M2026-10-28
Hartline Investment Corp/
DECREASED1,692,9812,163,813-470,832-22%$110.5M$86.4M-$24.0M2026-10-29
Davenport & Co LLC
INCREASED1,481,5081,474,897+6,611+0%$75.3M$75.6M+$337.4K2026-10-14
Assetmark, Inc
DECREASED1,073,3722,084,199-1,010,827-48%$106.4M$54.8M-$51.6M2026-10-21
Truist Financial Corp
DECREASED1,004,2581,010,394-6,136-1%$51.6M$51.3M-$313.3K2026-10-30
Demars Financial Group, LLC
INCREASED877,644841,052+36,592+4%$42.9M$44.8M+$1.9M2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED875,969696,961+179,008+26%$35.6M$44.7K-$35.5M2026-11-02
Walker Financial Services, Inc.
INCREASED809,153732,529+76,624+10%$37.4M$41.3M+$3.9M2026-10-26
Barings LLC
UNCHANGED780,000780,00000%$39.8M$39.8M$02026-10-22
RMG Wealth Management LLC
INCREASED758,487685,102+73,385+11%$34.9M$38.7M+$3.8M2026-10-26
LJI Wealth Management, LLC
DECREASED716,747722,584-5,837-1%$36.9M$36.6M-$298.0K2026-10-28
Alpine Bank Wealth Management
INCREASED684,45093,608+590,842+631%$4.8M$34.9M+$30.2M2026-10-16
Verdence Capital Advisors LLC
INCREASED682,969675,708+7,261+1%$34.5M$34.9M+$370.7K2026-10-26
Commonwealth Equity Services, LLC
INCREASED652,806597,003+55,803+9%$30.5M$33.3M+$2.8M2026-11-02
US Bancorp \de\
INCREASED584,884542,453+42,431+8%$27.7M$29.9M+$2.2M2026-11-05
Summit Investment Advisors, Inc.\KS
INCREASED558,608505,204+53,404+11%$25.8M$28.5M+$2.7M2026-11-05
Towercrest Capital Management
INCREASED555,868527,506+28,362+5%$26.9M$28.4M+$1.4M2026-10-23
Occidental Asset Management, LLC
INCREASED540,134520,622+19,512+4%$26.6M$27.6M+$996.1K2026-11-05
LaFleur & Godfrey LLC
INCREASED489,894484,553+5,341+1%$24.7M$25.0M+$272.7K2026-10-27
International City Management Association Retirement Corp
NEW451,597—+451,597——$23.1M—2026-10-26
Diversified Portfolios, Inc.
INCREASED450,313373,717+76,596+21%$19.1M$23.0M+$3.9M2026-11-04
Willis Johnson Wealth, Inc.
INCREASED436,166429,723+6,443+2%$21.9M$22.3M+$328.9K2026-11-03
Ddfg, Inc
INCREASED429,678406,989+22,689+6%$20.8M$21.9M+$1.2M2026-10-15
Avior Wealth Management, LLC
DECREASED404,538473,378-68,840-15%$24.2M$20.7M-$3.5M2026-10-13
Turning Point Benefit Group, Inc.
INCREASED386,214350,665+35,549+10%$17.9M$19.6M+$1.8M2026-10-28
TriaGen Wealth Management LLC
INCREASED372,560358,003+14,557+4%$18.3M$19.0M+$743.1K2026-10-14
Sigma Planning Corp
INCREASED321,834286,822+35,012+12%$14.6M$16.4M+$1.8M2026-10-23
Modera Wealth Management, LLC
DECREASED313,910354,280-40,370-11%$18.1M$16.0M-$2.1M2026-10-28
Hohimer Wealth Management, LLC
INCREASED308,978188,578+120,400+64%$9.6M$15.8M+$6.1M2026-11-04
RFG Advisory, LLC
INCREASED302,911288,086+14,825+5%$14.7M$15.5M+$756.8K2026-11-03
Florida Trust Wealth Management Co
INCREASED287,866237,750+50,116+21%$12.1M$14.7M+$2.6M2026-11-05
Alliance Wealth Management Group
INCREASED279,342268,368+10,974+4%$13.7M$14.3M+$560.1K2026-10-29
Kestra Advisory Services, LLC
INCREASED277,852273,859+3,993+1%$14.0M$14.2M+$203.8K2026-11-02
WJ Wealth Management, LLC
INCREASED276,89931,598+245,301+776%$1.6M$14.1M+$12.5M2026-11-03
PFG Private Wealth Management, LLC
NEW276,349—+276,349——$14.1M—2026-10-15
Crestwood Advisors Group, LLC
INCREASED271,249216,691+54,558+25%$11.1M$13.8M+$2.8M2026-10-27
Mader & Shannon Wealth Management, Inc.
NEW270,581—+270,581——$13.8M—2026-11-02
Financial Advisory Partners, LLC
DECREASED262,408282,726-20,318-7%$14.4M$13.4M-$1.0M2026-10-23
Investment Planning Advisors, Inc.
INCREASED257,539232,202+25,337+11%$11.9M$13.1M+$1.3M2026-10-14
Parsons Capital Management Inc
INCREASED242,827233,655+9,172+4%$11.9M$12.4M+$468.2K2026-10-28
Shira Ridge Wealth Management
INCREASED234,159214,694+19,465+9%$11.0M$12.0M+$993.7K2026-10-09
Vertrix Wealth Management, LLC
INCREASED233,220232,862+358+0%$11.9M$11.9M+$18.3K2026-10-13
Hoge Financial Services, LLC
INCREASED223,914215,695+8,219+4%$11.0M$11.4M+$419.6K2026-11-05
Chesley Taft & Associates LLC
INCREASED210,870202,885+7,985+4%$10.4M$10.8M+$407.6K2026-10-13
James Investment Research, Inc.
INCREASED207,783187,968+19,815+11%$9.6M$10.6M+$1.0M2026-10-22
Rezny Wealth Management, Inc.
INCREASED205,747205,570+177+0%$10.5M$10.5M+$9.0K2026-10-15
Single Point Partners, LLC
INCREASED205,486187,550+17,936+10%$9.6M$10.5M+$915.6K2026-10-19
Compass Financial Group, Inc. (Ohio)
INCREASED197,90951,031+146,878+288%$2.6M$10.1M+$7.5M2026-10-19
Moulton Wealth Management, Inc
DECREASED195,419200,834-5,415-3%$10.2M$9.9M-$281.9K2026-10-13
SAX Wealth Advisors, LLC
DECREASED194,711222,365-27,654-12%$11.3M$9.9M-$1.4M2026-10-13
Perennial Advisors, LLC
INCREASED189,074182,241+6,833+4%$9.3M$9.7M+$348.8K2026-10-13
Wealthcare Advisory Partners LLC
INCREASED184,577151,400+33,177+22%$7.7M$9.4M+$1.7M2026-10-21
Orange Investment Advisors, Inc.
INCREASED177,284172,579+4,705+3%$8.8M$9.1M+$240.2K2026-10-23
Windsor Capital Management, LLC
INCREASED176,885173,379+3,506+2%$8.9M$9.0M+$179.0K2026-10-13
FC Advisory LLC
INCREASED176,878165,424+11,454+7%$8.4M$9.0M+$584.7K2026-10-05
Elevatus Welath Management
NEW173,882—+173,882——$8.9M—2026-10-19
Ifrah Financial Services, Inc.
INCREASED172,636169,090+3,546+2%$8.6M$8.8M+$181.0K2026-10-13
J.W. Cole Advisors, Inc.
INCREASED168,501136,894+31,607+23%$7.0M$8.6M+$1.6M2026-11-05
Monetary Solutions, Ltd
INCREASED163,320152,580+10,740+7%$7.8M$8.3M+$548.3K2026-10-22
Penobscot Investment Management Company, Inc.
DECREASED157,134172,350-15,216-9%$8.8M$8.0M-$776.8K2026-10-26
Forbes Financial Planning, Inc.
INCREASED156,112154,217+1,895+1%$7.9M$8.0M+$96.7K2026-10-23
Grey Ledge Advisors, LLC
INCREASED155,695151,623+4,072+3%$7.7M$7.9M+$207.8K2026-11-02
Courier Capital LLC
DECREASED155,426156,611-1,185-1%$8.0M$7.9M-$60.5K2026-10-19
Bailard, Inc.
DECREASED150,524240,655-90,131-37%$12.3M$7.7M-$4.6M2026-10-13
CVS Health Corp
NEW150,000—+150,000——$7.7M—2026-11-05
Impact Capital Partners LLC
INCREASED149,934138,480+11,454+8%$7.1M$7.7M+$584.7K2026-10-22
R2 Capital Strategies, LLC
INCREASED149,814121,159+28,655+24%$6.2M$7.6M+$1.5M2026-10-15
Probity Advisors, Inc.
INCREASED146,676142,005+4,671+3%$7.2M$7.5M+$238.4K2026-10-23
Independent Solutions Wealth Management, LLC
INCREASED146,023126,330+19,693+16%$6.4M$7.5M+$1.0M2026-10-28
Principal Financial Group Inc
INCREASED142,546106,171+36,375+34%$5.4M$7.3M+$1.9M2026-11-02
Cornerstone Wealth Management, LLC
DECREASED141,547146,696-5,149-4%$7.5M$7.2M-$262.9K2026-11-04
B.A. Schrock Wealth Management, Inc.
NEW141,194—+141,194——$7.2M—2026-10-15
KW Wealth Management LLC
NEW139,734—+139,734——$7.1M—2026-10-28
Oppenheimer & Co Inc
INCREASED136,225136,011+214+0%$6.9M$7.0M+$10.9K2026-10-26
Beirne Wealth Consulting Services, LLC
INCREASED133,152130,392+2,760+2%$6.7M$6.8M+$140.9K2026-10-19
Brookstone Capital Management
INCREASED133,06577,048+56,017+73%$3.9M$6.8M+$2.9M2026-10-22
Clear Creek Financial Management, LLC
NEW128,080—+128,080——$6.5M—2026-10-28
Nilsine Partners, LLC
INCREASED121,103113,499+7,604+7%$5.8M$6.2M+$388.2K2026-11-02
International Assets Investment Management, LLC
INCREASED118,40175,707+42,694+56%$3.9M$6.0M+$2.2M2026-11-02
Integrated Advisors Network LLC
INCREASED113,45216,643+96,809+582%$849.6K$5.8M+$4.9M2026-10-20
Castle Rock Wealth Management, LLC
DECREASED111,857114,866-3,009-3%$5.8M$5.7M-$152.0K2026-10-09
Indivisible Partners
NEW111,779—+111,779——$5.7M—2026-10-26
Innealta Capital, LLC
NEW110,826—+110,826——$5.7M—2026-11-02
Powers Advisory Group, LLC
INCREASED110,43690,359+20,077+22%$4.6M$5.6M+$1.0M2026-10-14
Mowery & Schoenfeld Wealth Management, LLC
INCREASED110,00414,767+95,237+645%$753.9K$5.6M+$4.9M2026-10-28
Monument Capital Management
INCREASED106,80099,394+7,406+7%$5.1M$5.5M+$378.1K2026-10-09
Ocean Park Asset Management, LLC
DECREASED104,600122,500-17,900-15%$6.3M$5.3M-$913.8K2026-10-21
Creative Planning
INCREASED101,696101,230+466+0%$5.2M$5.2M+$23.8K2026-11-02
Farther Finance Advisors, LLC
INCREASED101,41475,742+25,672+34%$3.9M$5.2M+$1.3M2026-10-08
Lake Hills Wealth Management, LLC
DECREASED99,731102,776-3,045-3%$5.2M$5.1M-$155.4K2026-10-07
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED98,25991,436+6,823+7%$4.7M$5.0K-$4.7M2026-10-14
Schear Investment Advisers, LLC
NEW97,820—+97,820——$5.0M—2026-10-14
Tempo Wealth, LLC
INCREASED97,82097,171+649+1%$5.0M$5.0M+$33.2K2026-10-14
Baring Financial LLC
INCREASED96,49595,047+1,448+2%$4.9M$4.9M+$73.9K2026-10-07
Weaver Consulting Group
DECREASED94,78899,039-4,251-4%$5.1M$4.8M-$217.0K2026-10-07
Riggs Asset Managment Co. Inc.
DECREASED91,050113,820-22,770-20%$5.8M$4.6M-$1.2M2026-11-05
WealthTrust Asset Management, LLC
INCREASED89,58588,725+860+1%$4.5M$4.6M+$43.9K2026-10-22
Virtus Family Office LLC
INCREASED89,46887,391+2,077+2%$4.5M$4.6M+$106.0K2026-10-30
Insight Wealth Strategies, LLC
INCREASED88,89986,307+2,592+3%$4.4M$4.5M+$144.4K2026-10-09
Friedenthal Financial
INCREASED88,89485,075+3,819+4%$4.3M$4.5M+$195.0K2026-10-27
StoneX Group Inc.
INCREASED87,38365,811+21,572+33%$3.4M$4.5M+$1.1M2026-11-03
RDA Financial Network
INCREASED85,82019,511+66,309+340%$996.1K$4.4M+$3.4M2026-10-15
Sowell Financial Services LLC
INCREASED83,04373,923+9,120+12%$3.8M$4.2M+$465.6K2026-10-23
Weitzel Financial Services, Inc.
INCREASED81,95680,334+1,622+2%$4.1M$4.2M+$78.5K2026-10-16
ETF Store, Inc.
INCREASED81,38675,534+5,852+8%$3.9M$4.2M+$298.8K2026-10-19
MGO One Seven LLC
DECREASED80,08182,675-2,594-3%$4.2M$4.1M-$132.4K2026-10-28
Beacon Financial Group
DECREASED79,50180,246-745-1%$4.1M$4.1M-$38.0K2026-10-19
XY Planning Network, Inc.
INCREASED78,42563,859+14,566+23%$3.3M$4.0M+$743.6K2026-10-14
AlphaStar Capital Management, LLC
INCREASED78,36877,707+661+1%$4.0M$4.0M+$33.7K2026-10-16
Asset One Wealth Management LLC
INCREASED77,89775,489+2,408+3%$3.8M$4.0M+$129.0K2026-11-02
D.A. Davidson & Co.
INCREASED76,38171,990+4,391+6%$3.7M$3.9M+$224.1K2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED75,90067,793+8,107+12%$2.9M$3.3M+$416.1K2026-10-13
Lynx Capital Group LTD
INCREASED75,23275,229+30%$3.8M$3.8M+$1672026-11-04
Elmwood Wealth Management, Inc.
INCREASED73,77770,506+3,271+5%$3.6M$3.8M+$167.0K2026-10-14
Thryve Wealth Management LLC
DECREASED73,52186,851-13,330-15%$4.4M$3.8M-$680.5K2026-10-09
Beese Fulmer Investment Management, Inc.
INCREASED72,80971,864+945+1%$3.7M$3.7M+$48.2K2026-10-23
EverSource Wealth Advisors, LLC
DECREASED72,64272,912-2700%$3.7M$3.7M-$13.8K2026-11-04
Atria Investments, Inc
INCREASED71,24858,137+13,111+23%$3.0M$3.6M+$669.4K2026-10-15
Concurrent Investment Advisors, LLC
INCREASED70,46816,818+53,650+319%$858.6K$3.6M+$2.7M2026-10-16
Fifth Third Bancorp
DECREASED69,90979,061-9,152-12%$4.0M$3.6M-$467.2K2026-11-05
PFG Advisors
INCREASED68,88561,732+7,153+12%$3.2M$3.5M+$365.2K2026-10-16
Princeton Global Asset Management LLC
DECREASED67,23468,656-1,422-2%$3.5M$3.4M-$72.6K2026-10-21
Thrivent Financial for Lutherans
INCREASED66,94766,770+177+0%$3.4M$3.4M+$9.0K2026-11-05
Sidoxia Capital Management, LLC
INCREASED66,86065,328+1,532+2%$3.3M$3.4M+$78.2K2026-10-28
Collaborative Fund Advisors, LLC
INCREASED64,34950,860+13,489+27%$2.6M$3.3M+$688.6K2026-11-02
Ascentis Independent Advisors
INCREASED64,06117,082+46,979+275%$872.1K$3.3M+$2.4M2026-11-03
Capital Asset Advisory Services LLC
INCREASED63,51258,368+5,144+9%$3.0M$3.2M+$259.4K2026-10-30
Buska Wealth Management, LLC
DECREASED63,258100,980-37,722-37%$5.2M$3.2M-$1.9M2026-10-08
Advisory Solutions Group, LLC
NEW62,949—+62,949——$3.2M—2026-10-14
Kestra Private Wealth Services, LLC
DECREASED60,59362,314-1,721-3%$3.2M$3.1M-$87.9K2026-10-30
Arvest Investments, Inc.
INCREASED59,53857,147+2,391+4%$2.9M$3.0M+$122.1K2026-10-21
Fifth Third Securities, Inc.
NEW58,055—+58,055——$3.0M—2026-10-21
Hardworking Capital Advisors, LLC
INCREASED55,81755,576+241+0%$2.8M$2.8M+$12.3K2026-10-20
AdvisorNet Financial, Inc
DECREASED54,41161,439-7,028-11%$3.1M$2.8M-$364.2K2026-10-15
Kingswood Wealth Advisors, LLC
INCREASED53,49725,608+27,889+109%$1.3M$2.7M+$1.4M2026-10-23
Glass Jacobson Investment Advisors llc
DECREASED53,15053,231-810%$2.7M$2.7M-$4.1K2026-10-26
Destiny Wealth Partners, LLC
INCREASED51,49448,976+2,518+5%$2.5M$2.6M+$117.2K2026-11-05
Gerber Kawasaki Wealth & Investment Management
INCREASED49,55429,756+19,798+67%$1.5M$2.5M+$1.0M2026-10-29
Blue Capital, Inc.
DECREASED49,23664,831-15,595-24%$3.3M$2.5M-$796.1K2026-10-13
Chatham Capital Group, Inc.
DECREASED48,56049,060-500-1%$2.5M$2.5M-$25.5K2026-10-16
Integrity Advisory Solutions, LLC
NEW44,064—+44,064——$2.2M—2026-10-29
Blue Fin Capital, Inc.
INCREASED43,82240,589+3,233+8%$2.1M$2.2M+$165.0K2026-10-28
Bright Futures Wealth Management, Llc.
DECREASED43,59246,687-3,095-7%$2.4M$2.2M-$158.0K2026-10-23
Well Done, LLC
INCREASED43,27325,073+18,200+73%$1.3M$2.2M+$929.1K2026-10-20
Savior LLC
NEW43,025—+43,025——$2.2M—2026-10-13
Independent Financial Group, LLC
INCREASED42,87837,336+5,542+15%$1.9M$2.2M+$283.0K2026-10-13
NTV Asset Management LLC
INCREASED42,50136,941+5,560+15%$1.9M$2.2M+$283.8K2026-10-23
Quantum Financial Partners LLC
INCREASED42,23038,230+4,000+10%$2.0M$2.2M+$204.2K2026-10-19
Greenup Street Wealth Management LLC
INCREASED40,73732,359+8,378+26%$1.7M$2.1M+$427.7K2026-10-28
Compound Planning, Inc.
INCREASED39,92838,743+1,185+3%$2.0M$2.0M+$60.5K2026-11-05
Creative Financial Designs Inc
DECREASED38,75539,289-534-1%$2.0M$2.0M-$27.3K2026-11-04
Galvin, Gaustad & Stein, LLC
NEW37,958—+37,958——$1.9M—2026-10-08
Sherman Asset Management, Inc.
INCREASED37,6115,620+31,991+569%$286.9K$1.9M+$1.6M2026-11-05
Waller Financial Planning Group, Inc
DECREASED37,52039,827-2,307-6%$2.0M$1.9M-$117.8K2026-10-07
Outlook Wealth Advisors, LLC
INCREASED37,00735,161+1,846+5%$1.8M$1.9M+$94.4K2026-10-28
Bigelow Investment Advisors, LLC
INCREASED36,51136,083+428+1%$1.8M$1.9M+$21.9K2026-10-13
SteelPeak Wealth, LLC
INCREASED35,53430,059+5,475+18%$1.5M$1.8M+$279.5K2026-10-16
Royal Fund Management, LLC
INCREASED33,31928,871+4,448+15%$1.5M$1.7M+$227.1K2026-10-22
Regions Financial Corp
DECREASED31,56934,675-3,106-9%$1.8M$1.6M-$158.6K2026-11-05
Y.D. More Investments Ltd
INCREASED30,94930,169+780+3%$292.9K$332.8K+$40.0K2026-11-02
Clarus Wealth Advisors
INCREASED30,7233,950+26,773+678%$201.3K$1.6M+$1.4M2026-10-13
Andrew Hill Investment Advisors, Inc.
INCREASED30,53719,141+11,396+60%$977.1K$1.6M+$581.8K2026-10-22
Kanawha Capital Management LLC
INCREASED30,07026,720+3,350+13%$1.4M$1.5M+$171.0K2026-10-19
Integrity Alliance, Llc.
DECREASED29,77330,199-426-1%$1.5M$1.5M-$21.8K2026-10-29
Independent Wealth Network Inc.
DECREASED29,75432,300-2,546-8%$1.6M$1.5M-$130.0K2026-10-19
Lanark Financial, Inc.
DECREASED29,68031,872-2,192-7%$1.6M$1.5M-$111.9K2026-10-26
Novem Group
INCREASED29,48216,794+12,688+76%$857.3K$1.5M+$647.7K2026-10-19
Old National Bancorp
UNCHANGED28,65628,65600%$1.5M$1.5M$02026-10-20
Angeles Wealth Management, LLC
UNCHANGED28,56328,56300%$1.5M$1.5M$02026-10-26
Worth Asset Management, LLC
DECREASED27,86234,134-6,272-18%$1.7M$1.4M-$320.2K2026-10-07
Csenge Advisory Group
DECREASED27,85728,830-973-3%$1.5M$1.4M-$49.7K2026-11-04
Embree Financial Group
INCREASED27,6728,923+18,749+210%$455.5K$1.4M+$957.1K2026-10-22
Strategic Blueprint, LLC
DECREASED27,51530,046-2,531-8%$1.5M$1.4M-$129.2K2026-10-22
Patten Group, Inc.
INCREASED27,4634,449+23,014+517%$227.1K$1.4M+$1.2M2026-10-26
ProCore Advisors, LLC
NEW26,951—+26,951——$1.4M—2026-10-14
WBH Advisory Inc
INCREASED25,94025,929+11+0%$1.3M$1.3M+$5602026-11-05
Alterna Wealth Management, Inc
UNCHANGED25,74125,74100%$1.3M$1.3M$02026-10-27
Wealth Management Resources, Inc.
INCREASED25,62125,426+195+1%$1.3M$1.3M+$10.0K2026-10-21
B. Riley Wealth Advisors, Inc.
INCREASED25,55325,359+194+1%$1.3M$1.3M+$9.9K2026-10-13
New England Private Wealth Advisors LLC
INCREASED25,05824,798+260+1%$1.3M$1.3M+$13.2K2026-10-19
Klaas Financial Asset Advisors, LLC
DECREASED24,97525,055-800%$1.3M$1.3M-$4.1K2026-10-19
Vicus Capital
INCREASED24,96324,879+84+0%$1.3M$1.3M+$4.3K2026-11-05
Flagstar Securities, Inc
INCREASED24,94324,471+472+2%$1.2M$1.3M+$24.0K2026-10-15
Fiduciary Alliance LLC
INCREASED24,76721,306+3,461+16%$1.1M$1.3M+$176.7K2026-10-13
Stirlingshire Investments, Inc.
NEW23,941—+23,941——$1.2M—2026-11-05
Central Trust Co
INCREASED23,65519,383+4,272+22%$989.5K$1.2M+$218.1K2026-11-05
M Holdings Securities, Inc.
NEW23,516—+23,516——$1.2M—2026-11-03
ARK & TLK Investments, LLC
UNCHANGED23,18323,18300%$1.2M$1.2M$02026-10-20
Arnold Financial Planning LLC
UNCHANGED23,13823,13800%$1.2M$1.2M$02026-10-20
Bryn Mawr Trust Advisors, LLC
DECREASED23,12726,701-3,574-13%$1.4M$1.2M-$182.4K2026-11-04
Park Avenue Securities LLC
INCREASED23,00018,548+4,452+24%$947.0K$1.2K-$945.8K2026-10-26
Spire Wealth Management
INCREASED22,9711,243+21,728+1748%$63.5K$1.2M+$1.1M2026-10-30
Old Mission Investment Co LLC
NEW22,575—+22,575——$1.2M—2026-10-22
IFP Advisors, Inc
INCREASED21,66520,396+1,269+6%$1.0M$1.1M+$64.8K2026-10-16
Eagle Global Advisors LLC
DECREASED20,70820,908-200-1%$1.1M$1.1M-$10.2K2026-11-02
Aspen Wealth Management LLC
DECREASED20,41449,340-28,926-59%$2.5M$1.0M-$1.5M2026-10-14
TCP Asset Management, LLC
DECREASED20,32320,326-30%$1.0M$1.0M-$3.4K2026-10-14
Guidance Point Advisors, LLC
INCREASED19,67919,505+174+1%$996.2K$1.0M+$8.9K2026-10-15
Vericrest Private Wealth
DECREASED19,62420,315-691-3%$1.0M$1.0M-$35.3K2026-10-21
First Pacific Financial
NEW19,512—+19,512——$996.1K—2026-10-14
Capital Investment Advisory Services, LLC
INCREASED19,2265,637+13,589+241%$287.8K$981.5K+$693.7K2026-10-30
Harbor Asset Planning, Inc.
DECREASED18,90620,248-1,342-7%$1.0M$965.2K-$68.5K2026-10-23
Financial Partners Group, Inc
INCREASED18,86615,486+3,380+22%$790.5K$963.1K+$172.5K2026-10-19
Prime Capital Investment Advisors, LLC
DECREASED18,84920,415-1,566-8%$1.0M$962.3K-$79.9K2026-10-20
Joseph P. Lucia & Associates, LLC
DECREASED18,70419,714-1,010-5%$1.0M$954.8K-$51.6K2026-10-30
Prospera Financial Services Inc
INCREASED18,35716,405+1,952+12%$837.6K$936.5K+$98.9K2026-11-04
DMC Group, LLC
DECREASED18,19819,124-926-5%$976.3K$929.0K-$47.3K2026-10-26
Ramiah Investment Group
NEW18,088—+18,088——$923.4K—2026-10-20
Nautilus Advisors LLC
INCREASED17,85216,831+1,021+6%$858.0K$911.3K+$53.3K2026-10-07
Register Financial Advisors LLC
DECREASED17,65025,070-7,420-30%$1.3M$901.0K-$378.8K2026-10-23
Diversify Advisory Services, LLC
INCREASED17,61117,284+327+2%$882.5K$897.3K+$14.8K2026-10-20
Diversify Wealth Management, LLC
INCREASED17,61117,284+327+2%$882.5K$897.3K+$14.8K2026-10-20
Ballast Rock Private Wealth LLC
DECREASED17,57018,152-582-3%$926.7K$897.0K-$29.7K2026-10-26
Certified Advisory Corp
INCREASED17,5377,962+9,575+120%$406.5K$895.2K+$488.8K2026-10-29
Epiq Partners, LLC
INCREASED17,43416,758+676+4%$855.5K$890.0K+$34.5K2026-10-07
First United Bank & Trust
INCREASED17,36516,305+1,060+7%$832.4K$886.5K+$54.1K2026-10-22
KG Capital Management
DECREASED17,30020,692-3,392-16%$1.1M$883.2K-$173.2K2026-10-15
Garde Capital, Inc.
DECREASED16,77817,033-255-1%$869.5K$856.5K-$13.0K2026-10-29
Rockingstone Advisors LLC
INCREASED16,76510,760+6,005+56%$549.3K$855.9K+$306.6K2026-10-16
Inscription Capital, LLC
NEW16,284—+16,284——$831.3K—2026-11-02
Partners Wealth Management, LLC
NEW16,262—+16,262——$830.2K—2026-10-28
Ashton Thomas Private Wealth, LLC
UNCHANGED16,26116,26100%$830.1K$830.1K$02026-11-03
True Private Wealth Advisors
DECREASED16,16516,793-628-4%$857.3K$825.2K-$32.1K2026-10-19
L.K. Benson & Company, P.C.
INCREASED16,10315,982+121+1%$815.8K$822.0K+$6.2K2026-10-23
Avidian Wealth Enterprises, LLC
INCREASED16,01313,620+2,393+18%$695.3K$817.5K+$122.2K2026-10-08
Dynamic Advisor Solutions LLC
DECREASED15,99443,760-27,766-63%$2.2M$816.5K-$1.4M2026-10-13
New Wave Wealth Advisors LLC
INCREASED15,27714,502+775+5%$740.3K$778.4K+$38.0K2026-10-19
Professional Financial Advisors, LLC
INCREASED14,05112,081+1,970+16%$616.7K$717.3K+$100.6K2026-10-13
Stephens Group Asset Management, LLC
UNCHANGED13,98513,98500%$713.9K$713.9K$02026-10-09
Western Financial Corp
DECREASED13,68713,690-30%$698.9K$698.7K-$1252026-10-14
VestGen Advisors, LLC
DECREASED13,49922,904-9,405-41%$1.2M$689.1K-$480.1K2026-10-27
Perigon Wealth Management, LLC
DECREASED13,47214,835-1,363-9%$757.3K$687.7K-$69.6K2026-10-22
Salem Investment Counselors Inc
INCREASED13,42712,457+970+8%$635.9K$685.4K+$49.5K2026-10-13
Private Client Services, LLC
INCREASED13,25612,832+424+3%$655.1K$676.7K+$21.6K2026-10-02
Portland Financial Advisors Inc
DECREASED13,17513,650-475-3%$696.8K$672.6K-$24.2K2026-10-26
Chicago Partners Investment Group LLC
INCREASED13,10012,990+110+1%$662.5K$667.7K+$5.3K2026-10-27
Rinkey Investments
INCREASED12,97112,837+134+1%$655.3K$662.2K+$6.9K2026-10-28
Guidance Capital, Inc
INCREASED12,88812,532+356+3%$638.9K$655.2K+$16.3K2026-11-03
Pinnacle Associates LTD
DECREASED12,55012,950-400-3%$661.1K$640.7K-$20.4K2026-10-20
Cap Partners, LLC
NEW12,481—+12,481——$637.1K—2026-10-19
Nations Financial Group Inc,
INCREASED12,35812,089+269+2%$617.1K$630.9K+$13.7K2026-11-05
Ameliora Wealth Management Ltd.
UNCHANGED12,21012,21000%$623.3K$623.2K-$1222026-10-23
Apollon Wealth Management, LLC
INCREASED12,15911,736+423+4%$599.1K$620.7K+$21.6K2026-10-23
Virtue Capital Management, LLC
DECREASED12,09512,411-316-3%$633.6K$617.5K-$16.1K2026-10-29
Citigroup Inc
INCREASED11,9803,744+8,236+220%$191.1K$611.6K+$420.4K2026-11-04
Capital Investment Services of America, Inc.
UNCHANGED11,84211,84200%$604.5K$604.5K$02026-11-02
Lido Advisors, LLC
NEW11,236—+11,236——$573.6K—2026-11-04
NorthCrest Asset Manangement, LLC
DECREASED11,20511,327-122-1%$577.3K$570.7K-$6.7K2026-10-13
Connecticut Wealth Management, LLC
UNCHANGED11,08211,08200%$565.7K$565.7K$02026-10-13
Schmidt P J Investment Management Inc
INCREASED11,0169,603+1,413+15%$490.2K$562.4K+$72.1K2026-11-02
First Heartland Consultants, Inc.
INCREASED10,97410,227+747+7%$522.1K$560.2K+$38.1K2026-10-08
Center For Asset Management LLC
NEW10,841—+10,841——$553.4K—2026-10-16
Focus Financial Network, Inc.
INCREASED10,4529,730+722+7%$496.7K$533.6K+$36.8K2026-10-14
Independent Wealth Advisors LLC
INCREASED10,3176,370+3,947+62%$325.2K$526.7K+$201.5K2026-10-27
Ellis Investment Partners, LLC
INCREASED10,16410,115+49+0%$516.4K$518.9K+$2.5K2026-10-21
HB Wealth Management, LLC
INCREASED9,9849,983+1+0%$509.7K$509.7K$02026-10-23
Trek Financial, LLC
DECREASED9,71024,039-14,329-60%$1.2M$495.7K-$731.5K2026-10-29
Tableaux LLC
INCREASED9,6078,520+1,087+13%$434.9K$490.4K+$55.5K2026-10-23
Argus Investors' Counsel, Inc.
UNCHANGED9,4149,41400%$480.6K$480.6K$02026-10-09
Midwest Financial Network, LLC
INCREASED9,4009,374+26+0%$478.5K$479.9K+$1.3K2026-10-13
Avantax Planning Partners, Inc.
DECREASED9,3629,376-140%$478.6K$477.9K-$7152026-11-03
Unified Investment Management
INCREASED9,2508,250+1,000+12%$421.2K$472.2K+$51.1K2026-10-14
Milestone Asset Management, LLC
DECREASED9,2409,448-208-2%$482.4K$471.7K-$10.6K2026-10-15
Balboa Wealth Partners
UNCHANGED8,7048,70400%$444.3K$444.3K$02026-10-20
Wealth Advisory Solutions, LLC
DECREASED8,6728,693-210%$443.8K$442.7K-$1.1K2026-10-20
Private Trust Co NA
INCREASED8,5817,818+763+10%$399.1K$438.1K+$39.0K2026-10-20
Thompson Davis & Co., Inc.
INCREASED8,2147,506+708+9%$383.2K$419.3K+$36.1K2026-11-05
JFS Wealth Advisors, LLC
DECREASED8,04318,655-10,612-57%$952.3K$410.6K-$541.7K2026-11-03
Global Trust Wealth Management LLC
DECREASED7,7777,902-125-2%$403.4K$397.0K-$6.4K2026-10-14
Donor Advised Charitable Giving, Inc.
INCREASED7,7667,686+80+1%$392.4K$396.5K+$4.1K2026-10-28
Choreo, LLC
UNCHANGED7,7397,73900%$395.1K$395.1K$02026-10-28
IFC & Insurance Marketing, Inc.
NEW7,714—+7,714——$393.8K—2026-10-16
Flagship Harbor Advisors, LLC
INCREASED7,2647,238+26+0%$369.5K$370.8K+$1.3K2026-10-26
Alpha Omega Wealth Management LLC
UNCHANGED7,1857,18500%$366.8K$366.8K$02026-10-23
Welch & Forbes LLC
DECREASED7,0507,350-300-4%$375.2K$359.9K-$15.3K2026-11-04
Omni 360 Wealth, Inc.
DECREASED7,0507,054-40%$360.1K$359.9K-$2042026-10-13
Smith Thornton Advisors LLC
UNCHANGED6,9806,98000%$355.8K$356.3K+$4892026-10-16
AlphaCore Capital LLC
UNCHANGED6,9006,90000%$352.2K$352.2K$02026-11-04
Thrive Wealth Management, LLC
NEW6,889—+6,889——$351.7K—2026-10-13
Valeo Financial Advisors, LLC
NEW6,546—+6,546——$334.2K—2026-10-08
Wesbanco Bank Inc
DECREASED6,5446,978-434-6%$356.2K$334.1K-$22.2K2026-11-04
Sanchez Gaunt Capital Management, LLC
DECREASED6,47818,110-11,632-64%$924.5K$330.7K-$593.8K2026-11-03
Balefire, LLC
DECREASED6,43510,298-3,863-38%$525.7K$328.5K-$197.2K2026-10-09
Spectrum Planning & Advisory Services Inc.
INCREASED6,3824,850+1,532+32%$247.6K$325.8K+$78.2K2026-11-05
Founders Financial Securities LLC
DECREASED6,3707,108-738-10%$362.9K$325.2K-$37.7K2026-10-28
Keybank National Association
DECREASED6,3647,551-1,187-16%$385.5K$324.9K-$60.6K2026-11-04
Visionary Wealth Advisors
INCREASED6,2275,925+302+5%$302.5K$317.9K+$15.4K2026-11-04
Anchor Capital Advisors LLC
UNCHANGED6,2006,20000%$316.5K$316.5K$02026-11-05
Thrive Capital Management, LLC
INCREASED6,1955,248+947+18%$267.9K$316.3K+$48.3K2026-10-28
First Interstate Bank
NEW6,191—+6,191——$316.1K—2026-10-23
Value Investment Professionals, LLC
DECREASED6,1856,220-35-1%$317.5K$315.8K-$1.8K2026-10-13
Evanson Financial, LLC
INCREASED6,1576,093+64+1%$311.0K$314.3K+$3.3K2026-10-23
Deroy & Devereaux Private Investment Counsel Inc
UNCHANGED6,1006,10000%$311.0K$311-$310.7K2026-10-26
Opinicus Capital, Inc.
DECREASED5,7645,802-38-1%$296.2K$294.3K-$1.9K2026-10-28
Chilton Capital Management LLC
DECREASED5,4755,825-350-6%$297.4K$279.5K-$17.9K2026-10-28
Fortitude Advisory Group L.L.C.
DECREASED5,4575,818-361-6%$297.0K$278.6K-$18.5K2026-10-15
Aurora Private Wealth, Inc.
NEW5,306—+5,306——$271—2026-10-20
Naples Global Advisors, LLC
UNCHANGED5,2805,28000%$269.5K$269.5K$02026-11-05
BAM Wealth Management, LLC
NEW5,274—+5,274——$269.2K—2026-10-15
S&A Financial Services, Inc.
INCREASED5,2265,174+52+1%$264.2K$266.8K+$2.7K2026-11-03
Brighton Jones LLC
NEW5,134—+5,134——$262.1K—2026-11-03
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
NEW5,128—+5,128——$261.8K—2026-10-14
Brindle & Bay Financial Advisors, LLC
NEW5,123—+5,123——$261.5K—2026-10-15
Mezzasalma Advisors, LLC
DECREASED5,1025,144-42-1%$262.6K$260.5K-$2.1K2026-10-14
BridgePort Financial Solutions, LLC
UNCHANGED5,0585,05800%$258.2K$258.2K$02026-11-02
Bulwark Capital Corp
DECREASED5,04218,757-13,715-73%$957.5K$257.4K-$700.2K2026-10-13
Mascagni Wealth Management, Inc.
UNCHANGED5,0055,00500%$255.5K$255.5K$02026-10-23
Rossby Financial, LCC
INCREASED4,9501,790+3,160+177%$91.4K$252.7K+$161.3K2026-11-05
Alhambra Investment Management LLC
DECREASED4,9275,027-100-2%$256.6K$251.5K-$5.1K2026-10-15
Atlas Private Wealth Advisors
NEW4,922—+4,922——$251.3K—2026-10-23
CFM Wealth Partners LLC
UNCHANGED4,8504,85000%$247.6K$247.6K$02026-11-05
GreatBanc Trust Co
DECREASED4,7304,850-120-2%$247.6K$241.5K-$6.1K2026-11-04
Midwest Professional Planners, Ltd.
INCREASED4,6814,406+275+6%$224.9K$239.0K+$14.1K2026-10-29
Keystone Wealth Services, LLC
DECREASED4,6305,275-645-12%$269.3K$236.3K-$33.0K2026-11-03
Rossmore Private Capital
INCREASED4,5883,838+750+20%$195.9K$234.2K+$38.3K2026-10-27
Evolution Wealth Advisors, LLC
UNCHANGED4,5804,58000%$233.8K$233.8K$02026-11-03
Lane Brothers & Co Inc
DECREASED4,54031,875-27,335-86%$1.6M$231.8K-$1.4M2026-11-02
Midwest Trust Co
NEW4,445—+4,445——$226.9K—2026-10-22
Reyes Financial Architecture, Inc.
INCREASED4,4241,431+2,993+209%$73.1K$225.8K+$152.8K2026-10-22
Rose Capital Advisors LLC
UNCHANGED4,3174,31700%$220.4K$220.4K$02026-11-04
Bauman Advisory Group, LLC
NEW4,292—+4,292——$219.1K—2026-10-29
Essex LLC
UNCHANGED4,2234,22300%$215.6K$215.6K$02026-10-14
Axxcess Wealth Management, LLC
DECREASED4,21375,768-71,555-94%$3.9M$215.1K-$3.7M2026-10-21
Integras Partners LLC
DECREASED4,2134,282-69-2%$218.6K$215.1K-$3.5K2026-10-30
Patton Albertson Miller Group, LLC
UNCHANGED4,0004,00000%$204.2K$204.2K$02026-10-26
Meridian Wealth Management, LLC
DECREASED3,9664,961-995-20%$253.3K$202.5K-$50.8K2026-11-05
Capital Advisors, Ltd. LLC
UNCHANGED3,9663,96600%$202$202$02026-10-27
First Command Advisory Services, Inc.
INCREASED3,7022,137+1,565+73%$109.1K$189.0K+$79.9K2026-11-05
Compass Financial Management LLC
DECREASED3,461116,171-112,710-97%$5.9M$176.7K-$5.8M2026-10-30
Cherry Tree Wealth Management, LLC
DECREASED3,4614,109-648-16%$209.8K$176.7K-$33.1K2026-10-15
Wilmington Savings Fund Society, FSB
UNCHANGED3,2243,22400%$164.6K$164.6K$02026-10-23
Laurel Wealth Advisors LLC
NEW2,808—+2,808——$143.3K—2026-10-27
Westside Investment Management, Inc.
UNCHANGED2,7642,76400%$141.1K$141.1K$02026-11-02
Triumph Capital Management
UNCHANGED2,5002,50000%$127.6K$127.6K$02026-10-14
TD Waterhouse Canada Inc.
DECREASED2,0202,584-564-22%$131.9K$102.7K-$29.2K2026-10-16
Cranbrook Wealth Management, LLC
UNCHANGED1,9741,97400%$100.8K$100.8K$02026-10-28
Gables Capital Management Inc.
UNCHANGED1,9461,94600%$99.3K$99.3K$02026-11-04
MidAtlantic Capital Management, Inc.
NEW1,903—+1,903——$97.1K—2026-11-05
Parallel Advisors, LLC
INCREASED1,607588+1,019+173%$30.0K$82.1K+$52.0K2026-11-03
Coastline Trust Co
UNCHANGED1,5871,58700%$81.0K$81.0K$02026-10-01
North Star Investment Management Corp.
DECREASED1,4601,731-271-16%$88.4K$74.5K-$13.8K2026-10-27
CoreCap Advisors, LLC
DECREASED1,3362,686-1,350-50%$137.1K$68.2K-$68.9K2026-10-08
Blue Trust, Inc.
DECREASED1,1571,184-27-2%$60.4K$59.1K-$1.4K2026-10-15
Global Trust Asset Management, LLC
UNCHANGED1,0001,00000%$51.1K$51.1K$02026-10-19
IFS Advisors, LLC
UNCHANGED1,0001,00000%$51.1K$51.1K$02026-10-14
Nfsg Corp
NEW988—+988——$50.4K—2026-10-15
Blueline Advisors LLC
UNCHANGED83183100%$42.4K$42.4K$02026-10-15
Cape Investment Advisory, Inc.
DECREASED7401,089-349-32%$55.6K$37.8K-$17.8K2026-10-13
Bayban
UNCHANGED73273200%$37.4K$37.4K$02026-11-05
Archer Investment Corp
UNCHANGED72572500%$37.0K$37.0K$02026-11-05
City Holding Co
NEW690—+690——$35.2K—2026-10-19
Elevation Wealth Partners, LLC
INCREASED674667+7+1%$34.0K$34.4K+$3562026-10-07
Signature Resources Capital Management, LLC
DECREASED5772,967-2,390-81%$151.5K$29.5K-$122.0K2026-10-16
Tompkins Financial Corp
UNCHANGED49249200%$25.1K$25.1K$02026-10-05
Gilpin Wealth Management, LLC
INCREASED471460+11+2%$23.5K$24.0K+$5622026-10-09
Physician Wealth Advisors, Inc.
INCREASED408404+4+1%$20.6K$20.8K+$2162026-10-20
Caldwell Trust Co
DECREASED405412-7-2%$21.0K$20.7K-$3582026-10-30
Brown, Lisle Ings, Inc.
UNCHANGED40040000%$20.4K$20.4K$02026-10-16
Provenance Wealth Advisors, LLC
INCREASED37179+292+370%$4.0K$18.9K+$14.9K2026-10-30
Mather Group, Llc.
UNCHANGED36936900%$18.8K$18.8K$02026-10-14
Chapman Financial Group, LLC
NEW335—+335——$17.1K—2026-10-26
Pinnacle Bancorp, Inc.
UNCHANGED32532500%$16.6K$16.6K$02026-10-21
Root Financial Partners, LLC
NEW295—+295——$15.1K—2026-10-21
Evolution Wealth Management Inc.
DECREASED264491-227-46%$25.1K$13.5K-$11.6K2026-10-28
Signature Equity Partners, LLC
INCREASED239238+1+0%$12.1K$12.2K+$302026-10-29
Planning Strategies Inc.
UNCHANGED23623600%$12.0K$12.0K$02026-10-02
Jacobi Capital Management LLC
NEW214—+214——$10.9K—2026-11-05
Heritage Family Offices, LLP
NEW205—+205——$10.5K—2026-11-02
Tsfg, LLC
INCREASED201200+1+1%$10$10$02026-10-23
Lodestone Wealth Management LLC
UNCHANGED18418400%$9.4K$9.4K$02026-10-14
Central Pacific Bank - Trust Division
UNCHANGED18318300%$9.3K$9.3K$02026-10-06
Buck Wealth Strategies, LLC
UNCHANGED17117100%$8.7K$8.7K$02026-10-28
Canton Hathaway, LLC
NEW152—+152——$7.8K—2026-10-23
Murphy & Mullick Capital Management Corp
NEW150—+150——$7.7K—2026-11-02
First Bancorp, Inc
UNCHANGED13513500%$6.9K$6.9K$02026-10-26
Golden State Wealth Management, LLC
UNCHANGED11811800%$6.0K$6.0K$02026-11-02
USA Financial Formulas
NEW105—+105——$5.4K—2026-10-16
Next Level Wealth Planning, LLC
NEW97—+97——$5.0K—2026-10-29
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED84229-145-63%$11.7K$4.3K-$7.4K2026-10-14
Larson Financial Group LLC
DECREASED7595-20-21%$4.9K$3.8K-$1.0K2026-11-05
Provident Wealth Management, LLC
INCREASED6463+1+2%$3.2K$3.2K+$152026-10-20
Ashton Thomas Securities, LLC
NEW60—+60——$3.1K—2026-10-26
Beacon Capital Management, Inc.
NEW54—+54——$2.8K—2026-10-13
Quest 10 Wealth Builders, Inc.
UNCHANGED434300%$2.2K$2.2K$02026-11-02
Pinnacle Wealth Planning Services, Inc.
UNCHANGED383800%$1.9K$1.9K$02026-10-27
Bank of New Hampshire
UNCHANGED252500%$1.3K$1.3K$02026-10-06
City State Bank
DECREASED2126-5-19%$1.3K$1.1K-$2552026-10-20
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED6600%$307$307$02026-10-07
Bear Mountain Capital, Inc.
UNCHANGED4400%$204$204$02026-11-04
Scarborough Advisors, LLC
CLOSED079,064-79,064-100%$4.0M$0-$4.0M2026-10-16
Sovran Advisors, LLC
CLOSED037,225-37,225-100%$1.9M$0-$1.9M2026-11-02
Lebenthal Global Advisors, LLC
CLOSED020,117-20,117-100%$1.0M$0-$1.0M2026-10-28
Rise Advisors, LLC
CLOSED012,321-12,321-100%$629.0K$0-$629.0K2026-10-16
Cantor Fitzgerald Investment Advisors L.P.
CLOSED07,531-7,531-100%$384.5K$0-$384.5K2026-10-21
Signal Advisors Wealth, LLC
CLOSED07,516-7,516-100%$383.7K$0-$383.7K2026-10-13
Garner Asset Management Corp
CLOSED06,199-6,199-100%$316.4K$0-$316.4K2026-10-30
Mirae Asset Global Investments Co., Ltd.
CLOSED05,870-5,870-100%$299.7K$0-$299.7K2026-11-03
Integrated Capital Management, LLC
CLOSED05,555-5,555-100%$283.6K$0-$283.6K2026-10-23
Essex Bank
CLOSED05,165-5,165-100%$263.6K$0-$263.6K2026-10-16
True Link Financial Advisors, LLC
CLOSED04,768-4,768-100%$243.4K$0-$243.4K2026-10-27
LEE Danner & Bass Inc
CLOSED04,424-4,424-100%$225.8K$0-$225.8K2026-10-27
Redhawk Wealth Advisors, Inc.
CLOSED04,349-4,349-100%$222.0K$0-$222.0K2026-10-14
Ascent Group, LLC
CLOSED04,024-4,024-100%$205.4K$0-$205.4K2026-10-30
GFS Advisors, LLC
CLOSED03,600-3,600-100%$287.8K$0-$287.8K2026-11-03
Wagner Wealth Management, LLC
CLOSED0912-912-100%$46.6K$0-$46.6K2026-10-21
Union Bancaire Privee, UBP SA
CLOSED0315-315-100%$12.1K$0-$12.1K2026-11-04
MCF Advisors LLC
CLOSED0198-198-100%$10.1K$0-$10.1K2026-10-28
Fairman Group, LLC
CLOSED0186-186-100%$9.5K$0-$9.5K2026-10-26
Axiom Investment Management LLC
CLOSED0145-145-100%$7.4K$0-$7.4K2026-11-03
Cornerstone Planning Group LLC
CLOSED045-45-100%$2.3K$0-$2.3K2026-10-16
Realta Investment Advisors
CLOSED034-34-100%$1.7K$0-$1.7K2026-10-14
Compagnie Lombard Odier SCmA
CLOSED000—$0$0$02026-11-04
Cullen T Bankers, Inc.
DECREASED02,948-2,948-100%$150.5K$10-$150.5K2026-10-28
Signaturefd, LLC
DECREASED01,662-1,662-100%$84.9K$20-$84.8K2026-10-23
Bank of America Corp
N/A—8,544,057-8,544,057-100%$436.2M———
Ameriprise Financial Inc
N/A—7,372,129-7,372,129-100%$376.2M———
Morgan Stanley
N/A—6,592,155-6,592,155-100%$336.5M———
Northern Trust Corp
N/A—5,762,305-5,762,305-100%$294.2M———
LPL Financial LLC
N/A—5,466,922-5,466,922-100%$279.1M———
Wells Fargo & Company
N/A—3,520,077-3,520,077-100%$179.7M———
Franklin Resources Inc
N/A—3,050,266-3,050,266-100%$155.7M———
BlackRock, Inc.
N/A—3,039,586-3,039,586-100%$155.2M———
UBS Group AG
N/A—2,314,490-2,314,490-100%$118.2M———
Royal Bank of Canada
N/A—2,143,534-2,143,534-100%$109.4M———
Kensington Asset Management, LLC
N/A—2,101,238-2,101,238-100%$107.3M———
PNC Financial Services Group, Inc.
N/A—2,075,529-2,075,529-100%$106.0M———
Raymond James Financial Inc
N/A—1,843,094-1,843,094-100%$94.1M———
JPMorgan Chase & Co
N/A—1,354,166-1,354,166-100%$69.1M———
Nomura Asset Management Co LTD
N/A—1,226,500-1,226,500-100%$62.6M———
Flputnam Investment Management Co
N/A—1,108,482-1,108,482-100%$56.6M———
Cetera Investment Advisers
N/A—1,011,845-1,011,845-100%$51.7M———
Osaic Holdings, Inc.
N/A—879,949-879,949-100%$44.9M———
Envestnet Asset Management Inc
N/A—819,802-819,802-100%$41.9M———
Destination Wealth Management
N/A—681,091-681,091-100%$34.8M———
Steward Partners Investment Advisory, LLC
N/A—666,239-666,239-100%$34.0M———
Goldman Sachs Group Inc
N/A—627,723-627,723-100%$32.0M———
Focus Partners Wealth
N/A—607,692-607,692-100%$31.0M———
Cape COD Five Cents Savings Bank
N/A—481,741-481,741-100%$24.6M———
Mutual Advisors, LLC
N/A—466,052-466,052-100%$23.8M———
Stifel Financial Corp
N/A—448,144-448,144-100%$22.9M———
Mcmorgan & Co LLC
N/A—441,517-441,517-100%$22.5M———
HighTower Advisors, LLC
N/A—436,810-436,810-100%$22.3M———
United Capital Financial Advisors, LLC
N/A—415,334-415,334-100%$21.2M———
MML Investors Services, LLC
N/A—413,476-413,476-100%$21.1M———
Mariner, LLC
N/A—351,530-351,530-100%$17.9M———
Huntington National Bank
N/A—349,365-349,365-100%$17.8M———
Financial Sense Advisors, Inc.
N/A—338,106-338,106-100%$17.3M———
Allstate Corp
N/A—333,563-333,563-100%$17.0M———
Colonial Trust Advisors
N/A—309,476-309,476-100%$15.8M———
Captrust Financial Advisors
N/A—309,081-309,081-100%$15.8M———
Merit Financial Group, LLC
N/A—296,646-296,646-100%$15.1M———
Guggenheim Capital LLC
N/A—293,076-293,076-100%$15.0M———
Alpha Zero LLC
N/A—287,635-287,635-100%$14.7M———
Cascade Wealth Advisors, Inc
N/A—286,611-286,611-100%$14.6M———
Trustmark Bank Trust Department
N/A—273,884-273,884-100%$14.0M———
Tandem Wealth Advisors LLC
N/A—269,317-269,317-100%$13.7M———
Alesco Advisors, LLC, An ESL Co
N/A—264,672-264,672-100%$13.5M———
CIBC World Market Inc.
N/A—264,348-264,348-100%$13.5M———
Jane Street Group, LLC
N/A—260,824-260,824-100%$13.3M———
WNY Asset Management, LLC
N/A—241,923-241,923-100%$12.4M———
State Farm Mutual Automobile Insurance Co
N/A—222,764-222,764-100%$11.4M———
Equitable Holdings, Inc.
N/A—214,124-214,124-100%$10.9M———
BNP Paribas Financial Markets
N/A—212,826-212,826-100%$10.9M———
Rockefeller Capital Management L.P.
N/A—207,285-207,285-100%$10.6M———
Piedmont Capital Management, LLC
N/A—204,778-204,778-100%$10.4M———
Cary Street Partners Financial LLC
N/A—201,127-201,127-100%$10.3M———
Scotia Capital Inc.
N/A—195,179-195,179-100%$10.0M———
CreativeOne Wealth, LLC
N/A—184,254-184,254-100%$9.4M———
Paces Ferry Wealth Advisors, LLC
N/A—175,894-175,894-100%$9.0M———
GSA Capital Partners LLP
N/A—175,033-175,033-100%$8.9M———
Rosenblum Silverman Sutton S F Inc
N/A—171,980-171,980-100%$8.8M———
Bank of Montreal
N/A—163,391-163,391-100%$8.3M———
Citadel Advisors LLC
N/A—162,640-162,640-100%$8.3M———
Corus Family Wealth Advisors
N/A—161,383-161,383-100%$8.2M———
Baird Financial Group, Inc.
N/A—158,202-158,202-100%$8.1M———
WorthPointe, LLC
N/A—157,654-157,654-100%$8.0M———
Wescap Management Group, Inc.
N/A—156,071-156,071-100%$8.0M———
Sierra Capital LLC
N/A—154,747-154,747-100%$7.9M———
Nutshell Asset Management Ltd
N/A—148,126-148,126-100%$7.6M———
Stratos Wealth Partners, Ltd.
N/A—144,165-144,165-100%$7.4M———
Money Concepts Capital Corp
N/A—140,779-140,779-100%$7.2M———
Colonial Trust Co / SC
N/A—137,808-137,808-100%$7.0M———
FCA Corp
N/A—135,317-135,317-100%$6.9M———
Centaurus Financial, Inc.
N/A—134,141-134,141-100%$6.8M———
Jones Financial Companies Lllp
N/A—133,281-133,281-100%$6.8M———
JT Stratford LLC
N/A—127,589-127,589-100%$6.5M———
Peapack Gladstone Financial Corp
N/A—125,524-125,524-100%$6.4M———
Callan Family Office, LLC
N/A—123,029-123,029-100%$6.3M———
Kesler, Norman & Wride, LLC
N/A—119,528-119,528-100%$6.1M———
National Bank of Canada
N/A—117,503-117,503-100%$6.0M———
Advisory Services Network, LLC
N/A—113,316-113,316-100%$5.8M———
Sanctuary Advisors, LLC
N/A—111,419-111,419-100%$5.7M———
Regal Investment Advisors LLC
N/A—107,071-107,071-100%$5.5M———
Global Retirement Partners, LLC
N/A—103,912-103,912-100%$5.3M———
Crews Bank & Trust
N/A—101,475-101,475-100%$5.2M———
Everest Financial Group LLC
N/A—100,449-100,449-100%$5.1M———
Advocacy Wealth Management, LLC
N/A—98,597-98,597-100%$5.0M———
Haverford Trust Co
N/A—97,826-97,826-100%$5.0M———
AE Wealth Management LLC
N/A—96,294-96,294-100%$4.9M———
One Wealth Map LLC
N/A—92,513-92,513-100%$4.7M———
Hilltop Holdings Inc.
N/A—90,969-90,969-100%$4.6M———
Arax Advisory Partners
N/A—90,164-90,164-100%$4.6M———
Mercer Global Advisors Inc
N/A—88,702-88,702-100%$4.5M———
CIBC Bancorp USA Inc.
N/A—88,067-88,067-100%$4.3M———
Knuff & Co LLC
N/A—87,524-87,524-100%$4.5M———
RWA Wealth Partners, LLC
N/A—87,036-87,036-100%$4.4M———
Fairview Capital Investment Management, LLC
N/A—85,740-85,740-100%$4.4M———
Marex Group Ltd
N/A—85,550-85,550-100%$4.4M———
1832 Asset Management L.P.
N/A—85,001-85,001-100%$4.3M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—84,064-84,064-100%$4.3M———
Private Advisor Group, LLC
N/A—82,489-82,489-100%$4.2M———
Harbour Investments, Inc.
N/A—81,166-81,166-100%$4.1M———
Darden Wealth Group Inc
N/A—80,936-80,936-100%$4.1M———
D L Carlson Investment Group Inc
N/A—79,363-79,363-100%$4.1M———
Ameritas Advisory Services, LLC
N/A—78,002-78,002-100%$4.0M———
Napier Financial, LLC
N/A—74,740-74,740-100%$3.8M———
White Pine Capital LLC
N/A—73,315-73,315-100%$3.7M———
Lcnb Corp
N/A—72,295-72,295-100%$3.7M———
Bleakley Financial Group, LLC
N/A—71,239-71,239-100%$3.6M———
Northwestern Mutual Wealth Management Co
N/A—69,925-69,925-100%$3.6M———
Kingsview Wealth Management, LLC
N/A—69,922-69,922-100%$3.6M———
Oxinas Partners, LLC
N/A—66,830-66,830-100%$3.4M———
Pinnacle Financial Partners, Inc.
N/A—65,208-65,208-100%$3.3M———
Wealthspire Retirement, LLC
N/A—64,068-64,068-100%$3.3M———
Prelude Capital Management, LLC
N/A—63,551-63,551-100%$3.2M———
Integrated Wealth Concepts LLC
N/A—60,717-60,717-100%$3.1M———
Betterment LLC
N/A—59,553-59,553-100%$3.0M———
Wrapmanager Inc
N/A—59,141-59,141-100%$3.0M———
Janney Montgomery Scott LLC
N/A—59,106-59,106-100%$3.0M———
Arkadios Wealth Advisors
N/A—55,942-55,942-100%$2.9M———
Crabel Capital Management, LLC
N/A—55,850-55,850-100%$2.9M———
Great Valley Advisor Group, Inc.
N/A—53,811-53,811-100%$2.7M———
NorthRock Partners, LLC
N/A—53,739-53,739-100%$2.7M———
Allworth Financial LP
N/A—53,661-53,661-100%$2.7M———
SlateStone Wealth, LLC
N/A—51,521-51,521-100%$2.6M———
Transamerica Financial Advisors, LLC
N/A—49,835-49,835-100%$2.5M———
Alongside, LLC
N/A—48,729-48,729-100%$2.5M———
49 Wealth Management, LLC
N/A—48,729-48,729-100%$2.5M———
Western Wealth Management, LLC
N/A—46,840-46,840-100%$2.4M———
TRB Wealth Management, LLC
N/A—45,172-45,172-100%$2.3M———
SageView Advisory Group, LLC
N/A—43,983-43,983-100%$2.2M———
Beacon Pointe Advisors, LLC
N/A—43,600-43,600-100%$2.2M———
Hudson Portfolio Management LLC
N/A—42,587-42,587-100%$2.2M———
Impact Partnership Wealth, LLC
N/A—42,064-42,064-100%$2.1M———
Nwam LLC
N/A—41,344-41,344-100%$2.1M———
Toews Corp
N/A—41,228-41,228-100%$2.1M———
Mayflower Financial Advisors, LLC
N/A—40,442-40,442-100%$2.1M———
Leavell Investment Management, Inc.
N/A—40,409-40,409-100%$2.1M———
HRT Financial LP
N/A—38,385-38,385-100%$2.0M———
Independent Advisor Alliance
N/A—37,291-37,291-100%$1.9M———
WCG Wealth Advisors LLC
N/A—36,376-36,376-100%$1.9M———
Loudon Investment Management, LLC
N/A—35,857-35,857-100%$1.8M———
Smartleaf Asset Management LLC
N/A—35,301-35,301-100%$1.8M———
Bonfire Financial
N/A—34,967-34,967-100%$1.8M———
Callahan Advisors, LLC
N/A—34,652-34,652-100%$1.8M———
Ceeto Capital Group, LLC
N/A—34,500-34,500-100%$1.8M———
Two Sigma Securities, LLC
N/A—34,319-34,319-100%$1.8M———
HSBC Holdings PLC
N/A—33,692-33,692-100%$1.7M———
Pine Valley Investments Ltd Liability Co
N/A—33,520-33,520-100%$1.7M———
O'rourke & Company, Inc
N/A—33,263-33,263-100%$1.7M———
Fairlight Advisors
N/A—33,255-33,255-100%$1.7M———
Shufro Rose & Co LLC
N/A—33,000-33,000-100%$1.7M———
IHT Wealth Management, LLC
N/A—32,750-32,750-100%$1.7M———
First American Trust, FSB
N/A—32,363-32,363-100%$1.7M———
Belpointe Asset Management LLC
N/A—32,058-32,058-100%$1.6M———
1 North Wealth Services LLC
N/A—31,936-31,936-100%$1.6M———
Donaldson Capital Management, LLC
N/A—31,900-31,900-100%$1.6M———
Allianz Asset Management GmbH
N/A—31,400-31,400-100%$1.6M———
Gateway Wealth Partners, LLC
N/A—29,446-29,446-100%$1.5M———
Frisch Financial Group, Inc.
N/A—29,046-29,046-100%$1.5M———
Cunning Capital Partners, LP
N/A—29,000-29,000-100%$1.5M———
Allianz SE
N/A—27,376-27,376-100%$1.4M———
Roundview Capital LLC
N/A—27,294-27,294-100%$1.4M———
Blair William & Co
N/A—27,148-27,148-100%$1.4M———
Webster Bank, N. A.
N/A—27,096-27,096-100%$1.4M———
Ausdal Financial Partners, Inc.
N/A—26,457-26,457-100%$1.4M———
Beaird Harris Wealth Management, LLC
N/A—26,103-26,103-100%$1.3M———
Crewe Advisors LLC
N/A—26,050-26,050-100%$1.3M———
Octavia Wealth Advisors, LLC
N/A—24,851-24,851-100%$1.3M———
Valmark Advisers, Inc.
N/A—24,326-24,326-100%$1.2M———
Opus Financial Solutions LLC
N/A—24,252-24,252-100%$1.2M———
Calton & Associates, Inc.
N/A—23,781-23,781-100%$1.2M———
Advisors Capital Management, LLC
N/A—23,542-23,542-100%$1.2M———
Nalls Sherbakoff Group, LLC
N/A—23,502-23,502-100%$1.2M———
UMB Bank, n.a.
N/A—23,300-23,300-100%$1.2M———
Thoroughbred Financial Services, LLC
N/A—22,637-22,637-100%$1.2M———
Alpha Financial Partners LLC
N/A—22,452-22,452-100%$1.1M———
OneAscent Financial Services LLC
N/A—22,219-22,219-100%$1.1M———
Waterloo Capital, L.P.
N/A—22,069-22,069-100%$1.1M———
MAI Capital Management
N/A—21,900-21,900-100%$1.1M———
CacheTech Inc.
N/A—21,374-21,374-100%$1.1M———
Adams Wealth Management
N/A—21,374-21,374-100%$1.1M———
RED Reef Advisors LLC
N/A—21,077-21,077-100%$1.1M———
Brand Asset Management Group, Inc.
N/A—20,940-20,940-100%$1.1M———
Brookwood Investment Group LLC
N/A—20,575-20,575-100%$1.1M———
Jaffetilchin Investment Partners, LLC
N/A—19,555-19,555-100%$998.3K———
Summit Trail Advisors, LLC
N/A—19,456-19,456-100%$993.2K———
Perspective Wealth Advisors LLC
N/A—19,058-19,058-100%$972.9K———
Snowden Capital Advisors LLC
N/A—18,657-18,657-100%$952.4K———
OneDigital Investment Advisors LLC
N/A—18,262-18,262-100%$932.3K———
New Insight Wealth Advisors
N/A—18,070-18,070-100%$922.5K———
Fiduciary Trust Co
N/A—17,837-17,837-100%$910.6K———
Addison Capital Co
N/A—17,665-17,665-100%$901.8K———
AQR Capital Management LLC
N/A—17,556-17,556-100%$896.2K———
Cascades Capital Asset Management, LLC
N/A—17,075-17,075-100%$871.7K———
PFG Investments, LLC
N/A—15,678-15,678-100%$800.3K———
Coral Wealth Management, LLC
N/A—15,608-15,608-100%$796.8K———
Traub Capital Management LLC
N/A—15,570-15,570-100%$794.8K———
Mmbg Investment Advisors Co.
N/A—15,435-15,435-100%$788.0K———
NewEdge Advisors, LLC
N/A—15,102-15,102-100%$770.9K———
Summit Financial, LLC
N/A—14,867-14,867-100%$759.0K———
Sankala Group LLC
N/A—14,287-14,287-100%$728.1K———
Bellwether Advisors, LLC
N/A—14,217-14,217-100%$725.8K———
Philadelphia Investment Partners, LLC
N/A—13,751-13,751-100%$702.0K———
Ethos Financial Group, LLC
N/A—13,669-13,669-100%$697.3K———
Cardiff Park Advisors, LLC
N/A—13,648-13,648-100%$696.7K———
Oakmont Advisory Group, LLC
N/A—13,543-13,543-100%$691.4K———
Mosaic Financial Group, LLC
N/A—13,137-13,137-100%$671.0K———
Liberty Wealth Management LLC
N/A—13,088-13,088-100%$666.8K———
Stelac Advisory Services LLC
N/A—12,973-12,973-100%$662.3K———
J. M. Brown & Associates Inc.
N/A—12,729-12,729-100%$649.8K———
Edgestream Partners, L.P.
N/A—12,681-12,681-100%$647.4K———
Dakota Wealth Management
N/A—12,549-12,549-100%$640.6K———
Westbourne Investments, Inc.
N/A—12,450-12,450-100%$635.6K———
Principal Securities, Inc.
N/A—12,186-12,186-100%$622.1K———
Beta Wealth Group, Inc.
N/A—12,053-12,053-100%$615.3K———
Focus Partners Advisor Solutions, LLC
N/A—11,927-11,927-100%$608.9K———
World Investment Advisors
N/A—11,759-11,759-100%$599.2K———
FMR LLC
N/A—11,337-11,337-100%$578.8K———
Natural Investments, LLC
N/A—11,257-11,257-100%$574.0K———
Advisors Asset Management, Inc.
N/A—11,115-11,115-100%$567.4K———
Landing Point Financial Group, LLC
N/A—10,991-10,991-100%$561.1K———
Waverly Advisors, LLC
N/A—10,862-10,862-100%$554.5K———
American Wealth Advisors, LLC
N/A—10,716-10,716-100%$547.0K———
Main Street Financial Solutions, LLC
N/A—10,293-10,293-100%$525.5K———
Cascade Financial Partners, LLC
N/A—10,117-10,117-100%$516.5K———
Larch Capital Partners LLC
N/A—10,006-10,006-100%$510.8K———
Per Stirling Capital Management, Llc.
N/A—10,000-10,000-100%$510.5K———
Boothbay Fund Management, LLC
N/A—9,980-9,980-100%$509.5K———
Banco Bilbao Vizcaya Argentaria, S.A.
N/A—9,954-9,954-100%$507.6K———
Envestnet Portfolio Solutions, Inc.
N/A—9,511-9,511-100%$485.5K———
Independent Family Office, LLC
N/A—9,420-9,420-100%$480.9K———
Pettyjohn, Wood & White, Inc
N/A—9,375-9,375-100%$478.6K———
Stephens Inc
N/A—9,199-9,199-100%$469.6K———
Advyzon Investment Management, LLC
N/A—8,934-8,934-100%$456.1K———
Bartlett & Co. Wealth Management LLC
N/A—8,625-8,625-100%$440.3K———
BFC Planning, Inc.
N/A—8,417-8,417-100%$429.7K———
Foundations Investment Advisors, LLC
N/A—8,382-8,382-100%$427.9K———
Hutchinson Capital Management
N/A—8,376-8,376-100%$427.6K———
OneAscent Wealth Management LLC
N/A—8,265-8,265-100%$421.9K———
Disciplined Investments, LLC
N/A—7,696-7,696-100%$392.9K———
RIK Saylor Financial, Inc.
N/A—7,479-7,479-100%$381.8K———
Mustico Financial Group, Inc.
N/A—7,358-7,358-100%$375.5K———
GWN Securities Inc.
N/A—7,253-7,253-100%$370.3K———
Northwest Bancshares, Inc.
N/A—7,210-7,210-100%$368.1K———
Hobbs Group Advisors, LLC
N/A—7,207-7,207-100%$367.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—7,196-7,196-100%$367.3K———
Liberty Square Wealth Partners LLC
N/A—7,141-7,141-100%$364.5K———
Savant Capital, LLC
N/A—6,993-6,993-100%$357.0K———
Plotkin Financial Advisors, LLC
N/A—6,855-6,855-100%$349.9K———
Banco Santander, S.A.
N/A—6,752-6,752-100%$344.7K———
Geneos Wealth Management Inc.
N/A—6,735-6,735-100%$343.8K———
&partners
N/A—6,709-6,709-100%$338.9K———
Horizon Investments, LLC
N/A—6,580-6,580-100%$333.6K———
Composition Wealth, LLC
N/A—6,456-6,456-100%$329.6K———
M&T Bank Corp
N/A—6,380-6,380-100%$325.7K———
Peak Retirement Planning, Inc.
N/A—6,297-6,297-100%$321.4K———
Orion Porfolio Solutions, LLC
N/A—6,285-6,285-100%$320.8K———
Tidemark, LLC
N/A—5,848-5,848-100%$298.5K———
Freestone Capital Holdings, LLC
N/A—5,698-5,698-100%$290.9K———
Continental Investors Services, Inc.
N/A—5,588-5,588-100%$284.5K———
Cresset Asset Management, LLC
N/A—5,500-5,500-100%$280.8K———
Van Hulzen Asset Management, LLC
N/A—5,474-5,474-100%$279.4K———
Ancora Advisors LLCA
N/A—5,380-5,380-100%$274.7K———
GeoWealth Management, LLC
N/A—5,314-5,314-100%$271.3K———
Mandatum Life Insurance Co Ltd
N/A—5,060-5,060-100%$258.3K———
Summit Wealth Partners, LLC
N/A—5,029-5,029-100%$256.7K———
Aptus Capital Advisors, LLC
N/A—5,018-5,018-100%$256.2K———
Federation des caisses Desjardins du Quebec
N/A—4,976-4,976-100%$253.9K———
Proficio Capital Partners LLC
N/A—4,943-4,943-100%$252.3K———
Boston Family Office LLC
N/A—4,853-4,853-100%$248.0K———
Continuum Advisory, LLC
N/A—4,765-4,765-100%$243.3K———
EP Wealth Advisors, LLC
N/A—4,580-4,580-100%$233.8K———
Stratos Wealth Advisors, LLC
N/A—4,415-4,415-100%$225.4K———
Susquehanna International Group, LLP
N/A—4,408-4,408-100%$225.0K———
Investment Advisory Group, LLC
N/A—4,398-4,398-100%$224.5K———
Schrum Private Wealth Management LLC
N/A—4,342-4,342-100%$221.8K———
Pure Financial Advisors, LLC
N/A—4,334-4,334-100%$221.3K———
Goldstone Financial Group, LLC
N/A—4,323-4,323-100%$220.7K———
Cerity Partners LLC
N/A—4,127-4,127-100%$210.7K———
Whittier Trust Co of Nevada Inc
N/A—4,105-4,105-100%$209.2K———
Kovack Advisors, Inc.
N/A—4,008-4,008-100%$204.1K———
Prepared Retirement Institute LLC
N/A—3,999-3,999-100%$204.2K———
IEQ Capital, LLC
N/A—3,994-3,994-100%$203.9K———
Curi Capital, LLC
N/A—3,923-3,923-100%$200.3K———
Glen Eagle Advisors, LLC
N/A—3,896-3,896-100%$198.9K———
Whittier Trust Co
N/A—3,865-3,865-100%$197.0K———
Quarry LP
N/A—3,740-3,740-100%$190.9K———
Tradewinds, Llc.
N/A—3,102-3,102-100%$330.2K———
Bravera Wealth
N/A—2,940-2,940-100%$150.1K———
Capital Analysts, LLC
N/A—2,599-2,599-100%$116.0K———
IFG Advisory, LLC
N/A—2,274-2,274-100%$116.1K———
Front Row Advisors LLC
N/A—2,064-2,064-100%$105.1K———
Vanguard National Trust Co
N/A—1,994-1,994-100%$101.8K———
Rogco, LP
N/A—1,888-1,888-100%$96.4K———
10Elms LLP
N/A—1,831-1,831-100%$93.5K———
O'shaughnessy Asset Management, LLC
N/A—1,649-1,649-100%$84.2K———
Park Place Capital Corp
N/A—1,618-1,618-100%$82.6K———
Strategic Wealth Partners, Ltd.
N/A—1,551-1,551-100%$79.2K———
Wellington Grp LLC
N/A—1,481-1,481-100%$75.5K———
Banque Transatlantique SA
N/A—1,429-1,429-100%$73.0K———
Brown Brothers Harriman & Co
N/A—1,295-1,295-100%$66.1K———
LRI Investments, LLC
N/A—1,285-1,285-100%$65.6K———
Ameritas Investment Partners, Inc.
N/A—1,195-1,195-100%$61.0K———
Logan Capital Management Inc
N/A—1,171-1,171-100%$59.8K———
Lavaca Capital LLC
N/A—1,146-1,146-100%$58.5K———
Bessemer Group Inc
N/A—1,120-1,120-100%$57.0K———
Clearstead Advisors, LLC
N/A—1,012-1,012-100%$51.7K———
Cornerstone Financial Management LLC
N/A—978-978-100%$49.9K———
Atomic Invest LLC
N/A—958-958-100%$48.9K———
Lowe Brockenbrough & Co Inc
N/A—835-835-100%$42.6K———
Atlantic Union Bankshares Corp
N/A—812-812-100%$41.5K———
Hollencrest Capital Management
N/A—687-687-100%$35.1K———
Elequin Capital, LP
N/A—541-541-100%$27.6K———
Boyd Watterson Asset Management LLC
N/A—425-425-100%$21.7K———
Delta Asset Management LLC
N/A—425-425-100%$21.7K———
Dunhill Financial, LLC
N/A—419-419-100%$21.4K———
Rothschild Investment LLC
N/A—358-358-100%$18.3K———
ST Germain D J Co Inc
N/A—282-282-100%$14.4K———
Medallion Wealth Advisors, LLC
N/A—259-259-100%$18.7K———
Rialto Wealth Management, LLC
N/A—140-140-100%$7.1K———
HHM Wealth Advisors, LLC
N/A—120-120-100%$6.1K———
Delos Wealth Advisors, LLC
N/A—113-113-100%$5.8K———
Caitlin John, LLC
N/A—113-113-100%$5.8K———
New England Asset Management Inc
N/A—100-100-100%$5.1K———
Institute for Wealth Management, Llc.
N/A—100-100-100%$5.1K———
Darwin Wealth Management, LLC
N/A—99-99-100%$5.1K———
Fiduciary Financial Advisors
N/A—98-98-100%$5.0K———
USA Financial Formulas
N/A—89-89-100%$4.5K———
Wellington-Altus USA Inc.
N/A—69-69-100%$3.5K———
Kerr Financial Planning Corp
N/A—54-54-100%$2.7K———
Millstone Evans Group, LLC
N/A—51-51-100%$2.6K———
Talon Private Wealth, LLC
N/A—49-49-100%$2.4K———
Park Square Financial Group, LLC
N/A—18-18-100%$919———
Vanguard Advisers Inc
N/A—16-16-100%$817———
GW&K Investment Management, LLC
N/A—4-4-100%$0———
Fourth Dimension Wealth, LLC
N/A—2-2-100%$102———
Russell Investments Group, Ltd.
N/A—1-1-100%$40———
Showing 749 of 749 institutions