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Ishares SH DBA ETF USD Inc (NEAR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Clearwater Capital Advisors, LLC
INCREASED
Shares3,323,937 from 3,249,759
Change+74,178 (+2%)
Value$165.7M (+$1.1M)
Filed 2026-11-06
LPL Financial LLC
DECREASED
Shares2,696,220 from 2,700,719
Change-4,499 (0%)
Value$134.4M (-$2.4M)
Filed 2026-11-06
Capital Advantage, Inc.
NEW
Shares2,104,332
Change+2,104,332
Value$104.9M
Filed 2026-10-14
Americana Partners, LLC
INCREASED
Shares1,188,172 from 1,182,187
Change+5,985 (+1%)
Value$59.2M (-$647.3K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares896,094 from 865,349
Change+30,745 (+4%)
Value$44.7K (-$43.8M)
Filed 2026-11-02
Weil Company, Inc.
INCREASED
Shares655,092 from 583,651
Change+71,441 (+12%)
Value$32.7M (+$3.1M)
Filed 2026-10-14
Commonwealth Equity Services, LLC
INCREASED
Shares543,378 from 416,549
Change+126,829 (+30%)
Value$27.1M (+$6.0M)
Filed 2026-11-02
Alexander Randolph Advisory, Inc.
INCREASED
Shares512,808 from 478,466
Change+34,342 (+7%)
Value$25.6M (+$1.3M)
Filed 2026-11-04
Kwmg, LLC
INCREASED
Shares361,350 from 334,989
Change+26,361 (+8%)
Value$18.0M (+$1.0M)
Filed 2026-10-07
Syntegra Private Wealth Group, LLC
DECREASED
Shares335,941 from 644,912
Change-308,971 (-48%)
Value$16.8M (-$15.9M)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
INCREASED
Shares333,185 from 48,760
Change+284,425 (+583%)
Value$9.0M (+$6.5M)
Filed 2026-11-05
WBH Advisory Inc
INCREASED
Shares327,866 from 296,264
Change+31,602 (+11%)
Value$16.3M (+$1.3M)
Filed 2026-11-05
Axxcess Wealth Management, LLC
DECREASED
Shares324,781 from 373,440
Change-48,659 (-13%)
Value$16.2M (-$2.7M)
Filed 2026-10-21
Oppenheimer & Co Inc
INCREASED
Shares320,873 from 312,941
Change+7,932 (+3%)
Value$16.0M (+$145.1K)
Filed 2026-10-26
Securian Asset Management, Inc
UNCHANGED
Shares283,620 from 283,620
Change0 (0%)
Value$14.1M (-$195.7K)
Filed 2026-11-06
Savant Capital, LLC
INCREASED
Shares280,798 from 142,216
Change+138,582 (+97%)
Value$14.0M (+$6.8M)
Filed 2026-11-06
Kraft, Davis & Associates, LLC
INCREASED
Shares265,590 from 259,050
Change+6,540 (+3%)
Value$13.3M (+$189.3K)
Filed 2026-10-21
Concurrent Investment Advisors, LLC
INCREASED
Shares262,217 from 256,177
Change+6,040 (+2%)
Value$13.1M (+$96.2K)
Filed 2026-10-16
Valley National Advisers Inc
INCREASED
Shares227,787 from 198,551
Change+29,236 (+15%)
Value$11.4M (+$1.3M)
Filed 2026-10-23
Independent Financial Group, LLC
INCREASED
Shares223,148 from 215,557
Change+7,591 (+4%)
Value$11.1M (+$206.0K)
Filed 2026-10-13
Union Bancaire Privee, UBP SA
DECREASED
Shares212,339 from 287,639
Change-75,300 (-26%)
Value$10.6M (-$4.0M)
Filed 2026-11-04
McAdam, LLC
INCREASED
Shares199,093 from 188,682
Change+10,411 (+6%)
Value$9.9M (+$368.2K)
Filed 2026-10-21
Bond & Devick Financial Network, Inc.
INCREASED
Shares194,978 from 159,205
Change+35,773 (+22%)
Value$9.7M (+$1.7M)
Filed 2026-10-23
Thrivent Financial for Lutherans
INCREASED
Shares193,713 from 180,626
Change+13,087 (+7%)
Value$9.6M (+$492.0K)
Filed 2026-11-05
Proathlete Wealth Management LLC
INCREASED
Shares190,346 from 154,765
Change+35,581 (+23%)
Value$9.5M (+$1.8M)
Filed 2026-10-15
Ifrah Financial Services, Inc.
INCREASED
Shares184,230 from 180,947
Change+3,283 (+2%)
Value$9.2M (+$18.9K)
Filed 2026-10-13
Integrity Alliance, Llc.
INCREASED
Shares171,123 from 159,942
Change+11,181 (+7%)
Value$8.5M (+$429.5K)
Filed 2026-10-29
First Pacific Financial
NEW
Shares170,696
Change+170,696
Value$8.5M
Filed 2026-10-14
Selby Wealth Management, LLC
INCREASED
Shares169,610 from 161,291
Change+8,319 (+5%)
Value$8.5M (+$285.8K)
Filed 2026-10-16
San Luis Wealth Advisors LLC
INCREASED
Shares167,917 from 121,545
Change+46,372 (+38%)
Value$8.4M (+$2.2M)
Filed 2026-10-27
Kestra Advisory Services, LLC
INCREASED
Shares157,499 from 124,459
Change+33,040 (+27%)
Value$7.9M (+$1.5M)
Filed 2026-11-02
Verdence Capital Advisors LLC
NEW
Shares155,477
Change+155,477
Value$7.8M
Filed 2026-10-26
Apollon Financial, LLC
DECREASED
Shares147,554 from 147,595
Change-41 (0%)
Value$7.4M (-$120.1K)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares132,567 from 134,240
Change-1,673 (-1%)
Value$6.6M (-$166.6K)
Filed 2026-10-13
Level Four Advisory Services, LLC
INCREASED
Shares129,932 from 129,603
Change+329 (+0%)
Value$6.5M (-$87.3K)
Filed 2026-11-06
Staley Capital Advisers Inc
INCREASED
Shares124,930 from 119,430
Change+5,500 (+5%)
Value$6.2M (+$178.7K)
Filed 2026-11-06
Montecito Bank & Trust
INCREASED
Shares112,608 from 112,329
Change+279 (+0%)
Value$5.6M (-$76.0K)
Filed 2026-10-01
Uptick Partners, LLC
INCREASED
Shares109,891 from 21,251
Change+88,640 (+417%)
Value$5.5M (+$4.4M)
Filed 2026-11-04
Landaas & Co
INCREASED
Shares106,882 from 59,768
Change+47,114 (+79%)
Value$5.3M (+$2.3M)
Filed 2026-10-29
Truist Financial Corp
INCREASED
Shares102,788 from 101,883
Change+905 (+1%)
Value$5.1M (-$36.4K)
Filed 2026-10-30
Kure Advisory, LLC
INCREASED
Shares101,830 from 98,616
Change+3,214 (+3%)
Value$5.1M (+$81.3K)
Filed 2026-10-08
AlphaCore Capital LLC
DECREASED
Shares99,829 from 101,850
Change-2,021 (-2%)
Value$5.0M (-$182.2K)
Filed 2026-11-04
Focus Financial Network, Inc.
INCREASED
Shares97,708 from 86,697
Change+11,011 (+13%)
Value$4.9M (+$479.6K)
Filed 2026-10-14
Financial Management Network Inc
DECREASED
Shares96,654 from 104,865
Change-8,211 (-8%)
Value$4.8M (-$489.5K)
Filed 2026-10-09
Brady Family Wealth, LLC
INCREASED
Shares93,218 from 84,905
Change+8,313 (+10%)
Value$4.6M (+$346.6K)
Filed 2026-11-02
Citigroup Inc
DECREASED
Shares92,192 from 92,394
Change-202 (0%)
Value$4.6M (-$84.0K)
Filed 2026-11-04
Sigma Planning Corp
DECREASED
Shares88,351 from 90,263
Change-1,912 (-2%)
Value$4.4M (-$167.5K)
Filed 2026-10-23
Secure Asset Management, LLC
INCREASED
Shares88,241 from 70,035
Change+18,206 (+26%)
Value$4.4M (+$851.7K)
Filed 2026-10-19
First Citizens Financial Corp
INCREASED
Shares86,810 from 75,443
Change+11,367 (+15%)
Value$4.3M (+$506.4K)
Filed 2026-10-02
Caliber Wealth Management, LLC / KS
DECREASED
Shares84,498 from 91,470
Change-6,972 (-8%)
Value$4.2M (-$420.8K)
Filed 2026-11-04
Realta Investment Advisors
INCREASED
Shares74,832 from 71,087
Change+3,745 (+5%)
Value$3.7M (+$129.9K)
Filed 2026-10-14
Blueprint Financial Advisors LLC
INCREASED
Shares74,410 from 63,847
Change+10,563 (+17%)
Value$3.7M (+$475.6K)
Filed 2026-10-28
Blueprint Investment Partners LLC
INCREASED
Shares74,410 from 63,847
Change+10,563 (+17%)
Value$3.7M (+$475.6K)
Filed 2026-10-28
Iron Financial LLC
INCREASED
Shares74,260 from 73,824
Change+436 (+1%)
Value$3.7M (-$37.4K)
Filed 2026-10-23
Prospera Financial Services Inc
INCREASED
Shares70,460 from 62,577
Change+7,883 (+13%)
Value$3.5M (+$362.7K)
Filed 2026-11-04
WJ Wealth Management, LLC
DECREASED
Shares67,804 from 87,652
Change-19,848 (-23%)
Value$3.4M (-$1.1M)
Filed 2026-11-03
Optivise Advisory Services LLC
DECREASED
Shares66,049 from 72,004
Change-5,955 (-8%)
Value$3.3M (-$354.5K)
Filed 2026-10-19
William John Sempolinski
NEW
Shares64,455
Change+64,455
Value$3.2M
Filed 2026-10-20
Brookstone Capital Management
INCREASED
Shares63,940 from 43,577
Change+20,363 (+47%)
Value$3.2M (+$980.5K)
Filed 2026-10-22
Sage Capital Advisors,llc
DECREASED
Shares59,679 from 59,707
Change-28 (0%)
Value$3.0M (-$49.1K)
Filed 2026-10-13
Hardworking Capital Advisors, LLC
INCREASED
Shares53,834 from 51,673
Change+2,161 (+4%)
Value$2.7M (+$66.4K)
Filed 2026-10-20
Patten Group, Inc.
INCREASED
Shares51,898 from 51,418
Change+480 (+1%)
Value$2.6M (-$17.2K)
Filed 2026-10-26
Perigon Wealth Management, LLC
INCREASED
Shares47,596 from 39,868
Change+7,728 (+19%)
Value$2.4M (+$353.4K)
Filed 2026-10-22
Vise Technologies, Inc.
INCREASED
Shares46,924 from 43,300
Change+3,624 (+8%)
Value$2.3M (+$146.0K)
Filed 2026-10-29
Atwater Malick LLC
INCREASED
Shares44,503 from 39,032
Change+5,471 (+14%)
Value$2.2M (+$241.6K)
Filed 2026-10-15
Integrated Advisors Network LLC
DECREASED
Shares43,731 from 44,124
Change-393 (-1%)
Value$2.2M (-$54.9K)
Filed 2026-10-20
Castle Rock Wealth Management, LLC
DECREASED
Shares43,424 from 44,791
Change-1,367 (-3%)
Value$2.2M (-$96.8K)
Filed 2026-10-09
Partners Wealth Management, LLC
NEW
Shares43,314
Change+43,314
Value$2.2M
Filed 2026-10-28
Stonebridge Financial Group, LLC
INCREASED
Shares42,307 from 14,596
Change+27,711 (+190%)
Value$2.1M (+$1.4M)
Filed 2026-10-01
Unified Investment Management
INCREASED
Shares42,100 from 41,415
Change+685 (+2%)
Value$2.1M (+$1.0K)
Filed 2026-10-14
Ameliora Wealth Management Ltd.
UNCHANGED
Shares39,287 from 39,287
Change0 (0%)
Value$2.0M (-$30.8K)
Filed 2026-10-23
MGO One Seven LLC
INCREASED
Shares39,133 from 28,269
Change+10,864 (+38%)
Value$2.0M (+$519.0K)
Filed 2026-10-28
Members Wealth LLC
INCREASED
Shares38,077 from 35,741
Change+2,336 (+7%)
Value$1.9M (+$89.0K)
Filed 2026-10-20
Horizon Wealth Management, LLC
NEW
Shares37,949
Change+37,949
Value$1.9M
Filed 2026-11-02
Visionary Horizons, LLC
INCREASED
Shares36,593 from 33,387
Change+3,206 (+10%)
Value$1.8M (+$133.1K)
Filed 2026-10-22
Pflug Koory, LLC
INCREASED
Shares36,434 from 36,103
Change+331 (+1%)
Value$1.8M (-$12.4K)
Filed 2026-10-26
Professional Financial Advisors, LLC
DECREASED
Shares35,081 from 35,796
Change-715 (-2%)
Value$1.7M (-$64.3K)
Filed 2026-10-13
Steel Grove Capital Advisors, LLC
INCREASED
Shares34,352 from 32,232
Change+2,120 (+7%)
Value$1.7M (+$79.9K)
Filed 2026-10-13
Elevate Wealth Advisory, Inc
INCREASED
Shares33,973 from 14,492
Change+19,481 (+134%)
Value$1.7M (+$959.7K)
Filed 2026-10-29
PNC Financial Services Group, Inc.
INCREASED
Shares32,520 from 31,094
Change+1,426 (+5%)
Value$1.6M (+$46.2K)
Filed 2026-11-06
Guidance Capital, Inc
INCREASED
Shares32,292 from 31,830
Change+462 (+1%)
Value$1.6M (+$4.9K)
Filed 2026-11-03
Westside Investment Management, Inc.
DECREASED
Shares29,450 from 30,857
Change-1,407 (-5%)
Value$1.5M (-$94.9K)
Filed 2026-11-02
WealthPlan Investment Management, LLC
INCREASED
Shares28,684 from 28,447
Change+237 (+1%)
Value$1.4M (-$10.9K)
Filed 2026-10-15
Claro Advisors Inc.
INCREASED
Shares28,488 from 25,925
Change+2,563 (+10%)
Value$1.4M (+$107.1K)
Filed 2026-11-02
Joel Adams & Associates, Inc.
INCREASED
Shares27,537 from 27,473
Change+64 (+0%)
Value$1.4M (-$18.8K)
Filed 2026-11-02
Clearstead Advisors, LLC
DECREASED
Shares25,852 from 27,098
Change-1,246 (-5%)
Value$1.3M (-$83.8K)
Filed 2026-11-06
Aletheian Wealth Advisors LLC
INCREASED
Shares24,996 from 22,844
Change+2,152 (+9%)
Value$1.2M (+$89.0K)
Filed 2026-10-08
Hofer & Associates. Inc
NEW
Shares24,628
Change+24,628
Value$1.2M
Filed 2026-10-13
RED Crane Wealth Management, LLC
DECREASED
Shares24,628 from 31,378
Change-6,750 (-22%)
Value$1.2M (-$361.7K)
Filed 2026-10-14
American Institute for Advanced Investment Management, LLP
INCREASED
Shares24,125 from 20,140
Change+3,985 (+20%)
Value$1.2M (+$182.6K)
Filed 2026-11-03
LVW Advisors, LLC
DECREASED
Shares23,768 from 66,754
Change-42,986 (-64%)
Value$1.2M (-$2.2M)
Filed 2026-10-19
Alterna Wealth Management, Inc
UNCHANGED
Shares23,620 from 23,620
Change0 (0%)
Value$1.2M (-$18.9K)
Filed 2026-10-27
Lynch Investment Planning, LLC
DECREASED
Shares23,396 from 25,242
Change-1,846 (-7%)
Value$1.2M (-$112.2K)
Filed 2026-10-27
Forteris Wealth Management Inc.
INCREASED
Shares23,095 from 16,434
Change+6,661 (+41%)
Value$1.2M (+$318.9K)
Filed 2026-10-13
Michels Family Financial, LLC
DECREASED
Shares22,408 from 22,651
Change-243 (-1%)
Value$1.1M (-$30.3K)
Filed 2026-11-02
Centurion Wealth Management LLC
INCREASED
Shares22,008 from 21,096
Change+912 (+4%)
Value$1.1M (+$28.6K)
Filed 2026-10-13
Luken Investment Analytics, LLC
INCREASED
Shares21,785 from 19,480
Change+2,305 (+12%)
Value$1.1M (+$99.4K)
Filed 2026-11-06
Capital Advisors, Ltd. LLC
INCREASED
Shares21,539 from 21,509
Change+30 (+0%)
Value$1.1K (-$16)
Filed 2026-10-27
Live Oak Private Wealth LLC
INCREASED
Shares21,453 from 21,431
Change+22 (+0%)
Value$1.1M (-$16.0K)
Filed 2026-11-02
Foundry Financial Group, Inc.
NEW
Shares20,849
Change+20,849
Value$1.0M
Filed 2026-10-28
Apex Wealth Management, LLC
INCREASED
Shares20,290 from 18,943
Change+1,347 (+7%)
Value$1.0M (+$52.0K)
Filed 2026-10-20
Infinity Wealth Counsel, LLC
DECREASED
Shares20,132 from 21,066
Change-934 (-4%)
Value$1.0M (-$63.4K)
Filed 2026-10-15
Merit Financial Group, LLC
DECREASED
Shares19,869 from 20,615
Change-746 (-4%)
Value$990.7K (-$53.7K)
Filed 2026-11-06
Lebenthal Global Advisors, LLC
DECREASED
Shares19,605 from 19,957
Change-352 (-2%)
Value$977.5K (-$33.5K)
Filed 2026-10-28
TCI Wealth Advisors, Inc.
INCREASED
Shares19,356 from 19,150
Change+206 (+1%)
Value$965.1K (-$5.0K)
Filed 2026-10-30
EverSource Wealth Advisors, LLC
DECREASED
Shares18,994 from 43,069
Change-24,075 (-56%)
Value$947.0K (-$1.2M)
Filed 2026-11-04
Novem Group
INCREASED
Shares18,962 from 17,995
Change+967 (+5%)
Value$945.5K (+$33.8K)
Filed 2026-10-19
Elevation Point Wealth Partners, LLC
DECREASED
Shares17,225 from 30,663
Change-13,438 (-44%)
Value$858.8K (-$694.5K)
Filed 2026-11-05
Naples Global Advisors, LLC
DECREASED
Shares17,077 from 17,227
Change-150 (-1%)
Value$851.5K (-$21.3K)
Filed 2026-11-05
North Capital, Inc.
INCREASED
Shares16,816 from 13,875
Change+2,941 (+21%)
Value$839.3K (+$136.4K)
Filed 2026-10-16
Provenance Wealth Advisors, LLC
NEW
Shares16,341
Change+16,341
Value$814.8K
Filed 2026-10-30
Carrera Capital Advisors
DECREASED
Shares16,299 from 22,363
Change-6,064 (-27%)
Value$812.7K (-$320.2K)
Filed 2026-11-03
Darrow Company, Inc.
INCREASED
Shares16,213 from 13,975
Change+2,238 (+16%)
Value$808.4K (+$100.4K)
Filed 2026-10-22
LVZ, Inc.
DECREASED
Shares15,805 from 16,222
Change-417 (-3%)
Value$788.0K (-$33.8K)
Filed 2026-10-20
JGP Wealth Management, LLC
DECREASED
Shares15,771 from 16,038
Change-267 (-2%)
Value$786.3K (-$26.2K)
Filed 2026-10-13
Atria Investments, Inc
DECREASED
Shares15,018 from 20,574
Change-5,556 (-27%)
Value$748.8K (-$293.5K)
Filed 2026-10-15
Forbes Financial Planning, Inc.
DECREASED
Shares14,975 from 15,704
Change-729 (-5%)
Value$746.7K (-$48.9K)
Filed 2026-10-23
Owl Creek Wealth Partners LLC
DECREASED
Shares14,659 from 15,527
Change-868 (-6%)
Value$730.9K (-$55.7K)
Filed 2026-10-20
Eagle Bluffs Wealth Management LLC
DECREASED
Shares14,286 from 14,628
Change-342 (-2%)
Value$712.3K (-$28.8K)
Filed 2026-10-20
Clark Asset Management, LLC
UNCHANGED
Shares14,135 from 14,135
Change0 (0%)
Value$704.8K (-$11.3K)
Filed 2026-10-19
Iams Wealth Management, LLC
NEW
Shares14,100
Change+14,100
Value$703.0K
Filed 2026-10-15
Kestra Private Wealth Services, LLC
DECREASED
Shares13,885 from 22,950
Change-9,065 (-39%)
Value$692.3K (-$470.4K)
Filed 2026-11-06
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares13,501 from 5,210
Change+8,291 (+159%)
Value$673.2K (+$409.2K)
Filed 2026-10-14
Perryman Financial Advisory Inc
INCREASED
Shares13,442 from 12,817
Change+625 (+5%)
Value$670.2K (+$20.9K)
Filed 2026-10-16
StoneX Group Inc.
INCREASED
Shares13,279 from 5,623
Change+7,656 (+136%)
Value$669.0K (+$384.2K)
Filed 2026-11-03
Stanich Group LLC
NEW
Shares12,899
Change+12,899
Value$643.2K
Filed 2026-10-16
Beacon Financial Group
UNCHANGED
Shares12,321 from 12,321
Change0 (0%)
Value$614.3K (-$9.8K)
Filed 2026-10-19
Elwood & Goetz Wealth Advisory Group, LLC
NEW
Shares12,302
Change+12,302
Value$613.4K
Filed 2026-10-28
Fifth Third Securities, Inc.
DECREASED
Shares12,175 from 12,568
Change-393 (-3%)
Value$607.1K (-$29.6K)
Filed 2026-10-21
Syverson Strege & Co
DECREASED
Shares11,890 from 12,075
Change-185 (-2%)
Value$592.8K (-$18.9K)
Filed 2026-11-02
Retireful, LLC
INCREASED
Shares11,840 from 10,930
Change+910 (+8%)
Value$590.3K (+$36.6K)
Filed 2026-10-09
Wealthcare Advisory Partners LLC
INCREASED
Shares11,832 from 9,248
Change+2,584 (+28%)
Value$589.9K (+$121.4K)
Filed 2026-10-21
Parallel Advisors, LLC
INCREASED
Shares11,704 from 7,354
Change+4,350 (+59%)
Value$583.6K (+$211.0K)
Filed 2026-11-03
Strategic Wealth Advisors LLC
INCREASED
Shares11,699 from 6,421
Change+5,278 (+82%)
Value$583.3K (+$255.3K)
Filed 2026-11-06
Eagle Harbor Asset Management Inc
NEW
Shares11,540
Change+11,540
Value$575.4K
Filed 2026-10-21
Farther Finance Advisors, LLC
INCREASED
Shares11,236 from 11,070
Change+166 (+2%)
Value$560.2K (-$580)
Filed 2026-10-08
Chicago Partners Investment Group LLC
INCREASED
Shares11,107 from 10,157
Change+950 (+9%)
Value$555.6K (+$43.8K)
Filed 2026-10-27
Parsons Capital Management Inc
DECREASED
Shares11,010 from 11,819
Change-809 (-7%)
Value$549.0K (-$49.8K)
Filed 2026-10-28
Steele Capital Management, Inc.
INCREASED
Shares10,983 from 10,973
Change+10 (+0%)
Value$547.6K (-$8.3K)
Filed 2026-11-02
XY Planning Network, Inc.
UNCHANGED
Shares10,768 from 10,768
Change0 (0%)
Value$536.9K (-$8.6K)
Filed 2026-10-14
Integrity Advisory Solutions, LLC
INCREASED
Shares10,694 from 9,512
Change+1,182 (+12%)
Value$533.2K (+$51.3K)
Filed 2026-10-29
Courier Capital LLC
UNCHANGED
Shares10,539 from 10,539
Change0 (0%)
Value$525.5K (-$8.4K)
Filed 2026-10-19
Bison Wealth, LLC
INCREASED
Shares10,523 from 10,373
Change+150 (+1%)
Value$525.4K (+$1.1K)
Filed 2026-10-13
Rosenberg Matthew Hamilton
DECREASED
Shares10,520 from 10,718
Change-198 (-2%)
Value$524.5K (-$18.4K)
Filed 2026-10-05
Soltis Investment Advisors LLC
NEW
Shares10,267
Change+10,267
Value$511.9K
Filed 2026-10-28
Stonebridge Financial Planning Group, LLC
INCREASED
Shares10,142 from 7,240
Change+2,902 (+40%)
Value$505.7K (+$138.9K)
Filed 2026-11-06
Creative Planning
DECREASED
Shares10,082 from 14,206
Change-4,124 (-29%)
Value$502.7K (-$217.0K)
Filed 2026-11-02
Detalus Advisors, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$498.6K (-$8.0K)
Filed 2026-10-15
Journey Advisory Group, LLC
DECREASED
Shares9,990 from 11,990
Change-2,000 (-17%)
Value$498.1K (-$109.3K)
Filed 2026-11-04
4J Wealth Management LLC
DECREASED
Shares9,977 from 12,900
Change-2,923 (-23%)
Value$497.5K (-$156.1K)
Filed 2026-11-02
IFP Advisors, Inc
INCREASED
Shares9,966 from 8,970
Change+996 (+11%)
Value$496.9K (+$42.5K)
Filed 2026-10-16
Private Client Services, LLC
INCREASED
Shares9,817 from 9,406
Change+411 (+4%)
Value$489.5K (+$12.9K)
Filed 2026-10-02
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares9,437 from 9,437
Change0 (0%)
Value$470.5K (-$7.5K)
Filed 2026-11-02
International Assets Investment Management, LLC
DECREASED
Shares8,870 from 9,866
Change-996 (-10%)
Value$441.5K (-$56.4K)
Filed 2026-11-02
Keybank National Association
UNCHANGED
Shares8,535 from 8,535
Change0 (0%)
Value$425.6K (-$6.8K)
Filed 2026-11-04
Sowell Financial Services LLC
INCREASED
Shares8,486 from 8,401
Change+85 (+1%)
Value$423.1K (-$2.5K)
Filed 2026-10-23
Beirne Wealth Consulting Services, LLC
DECREASED
Shares8,082 from 8,166
Change-84 (-1%)
Value$403.0K (-$10.7K)
Filed 2026-10-19
WBI Investments, LLC
INCREASED
Shares8,039 from 7,774
Change+265 (+3%)
Value$400.8K (+$7.0K)
Filed 2026-11-05
Ascentis Independent Advisors
NEW
Shares8,025
Change+8,025
Value$400.1K
Filed 2026-11-03
Cross Staff Investments Inc
INCREASED
Shares7,938 from 7,394
Change+544 (+7%)
Value$395.8K (+$21.2K)
Filed 2026-10-22
Kachkovsky & Fisher, Inc.
INCREASED
Shares7,666 from 7,230
Change+436 (+6%)
Value$382.2K (+$16.0K)
Filed 2026-10-21
Farmers & Merchants Trust Co of Long Beach
INCREASED
Shares7,331 from 5,231
Change+2,100 (+40%)
Value$365.5K (+$100.5K)
Filed 2026-10-22
Pinnacle Associates LTD
INCREASED
Shares7,327 from 5,961
Change+1,366 (+23%)
Value$365.3K (+$63.3K)
Filed 2026-10-20
Avidian Wealth Enterprises, LLC
DECREASED
Shares7,030 from 7,123
Change-93 (-1%)
Value$350.5K (-$10.4K)
Filed 2026-10-08
ETF Store, Inc.
INCREASED
Shares6,816 from 6,784
Change+32 (+0%)
Value$339.9K (-$3.8K)
Filed 2026-10-19
Accelerate Investment Advisors LLC
INCREASED
Shares6,815 from 6,550
Change+265 (+4%)
Value$339.8K (+$8.0K)
Filed 2026-11-02
NTV Asset Management LLC
UNCHANGED
Shares6,795 from 6,795
Change0 (0%)
Value$338.8K (-$5.4K)
Filed 2026-10-23
Waycross Investment Management Co
UNCHANGED
Shares6,794 from 6,794
Change0 (0%)
Value$338.7K (-$5.4K)
Filed 2026-10-14
Intrua Financial, LLC
UNCHANGED
Shares6,752 from 6,752
Change0 (0%)
Value$336.6K (-$5.4K)
Filed 2026-10-28
Larson Financial Group LLC
INCREASED
Shares6,595 from 6,589
Change+6 (+0%)
Value$328.8K (-$5.0K)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares6,550 from 12,409
Change-5,859 (-47%)
Value$326.6K (-$302.1K)
Filed 2026-11-05
Values First Advisors, Inc.
DECREASED
Shares6,508 from 9,156
Change-2,648 (-29%)
Value$324.5K (-$139.4K)
Filed 2026-10-23
Regions Financial Corp
INCREASED
Shares6,500 from 6,400
Change+100 (+2%)
Value$324.1K (-$134)
Filed 2026-11-05
Arkfeld Wealth Strategies, L.L.C.
INCREASED
Shares6,431 from 6,419
Change+12 (+0%)
Value$320.8K (-$3.6K)
Filed 2026-10-19
Flagship Private Wealth, LLC
INCREASED
Shares6,209 from 5,128
Change+1,081 (+21%)
Value$309.6K (+$49.8K)
Filed 2026-11-05
Advisor Resource Council
DECREASED
Shares6,051 from 6,080
Change-29 (0%)
Value$301.3K (-$6.0K)
Filed 2026-11-05
KFG LLC
NEW
Shares6,044
Change+6,044
Value$301.4K
Filed 2026-11-02
Symmetry Partners, LLC
UNCHANGED
Shares6,044 from 6,044
Change0 (0%)
Value$301.4K (-$4.8K)
Filed 2026-10-27
Koshinski Asset Management, Inc.
DECREASED
Shares6,017 from 6,786
Change-769 (-11%)
Value$300.0K (-$43.8K)
Filed 2026-10-29
Beacon Financial Advisory LLC
NEW
Shares6,008
Change+6,008
Value$299.5K
Filed 2026-10-16
GS Investments, Inc.
UNCHANGED
Shares5,940 from 5,940
Change0 (0%)
Value$296.2K (-$4.8K)
Filed 2026-11-05
Windsor Capital Management, LLC
DECREASED
Shares5,913 from 6,611
Change-698 (-11%)
Value$294.8K (-$40.1K)
Filed 2026-10-13
Money Concepts Capital Corp
DECREASED
Shares5,808 from 5,976
Change-168 (-3%)
Value$289.6K (-$13.2K)
Filed 2026-11-06
Blueline Advisors LLC
DECREASED
Shares5,703 from 6,241
Change-538 (-9%)
Value$284.4K (-$31.8K)
Filed 2026-10-15
Burford Brothers, Inc.
UNCHANGED
Shares5,654 from 5,654
Change0 (0%)
Value$281.9K (-$4.5K)
Filed 2026-10-21
CoreCap Advisors, LLC
INCREASED
Shares5,627 from 5,481
Change+146 (+3%)
Value$280.6K (+$2.9K)
Filed 2026-10-08
Shum Financial Group, Inc.
DECREASED
Shares5,499 from 5,656
Change-157 (-3%)
Value$274.2K (-$12.4K)
Filed 2026-10-13
Physician Wealth Solutions Inc.
UNCHANGED
Shares5,485 from 5,485
Change0 (0%)
Value$273.5K (-$4.4K)
Filed 2026-10-14
JFS Wealth Advisors, LLC
UNCHANGED
Shares5,484 from 5,484
Change0 (0%)
Value$273.4K (-$4.4K)
Filed 2026-11-03
TrueWealth Advisors, LLC
UNCHANGED
Shares5,453 from 5,453
Change0 (0%)
Value$271.9K (-$4.4K)
Filed 2026-10-09
Guided Capital Wealth Management, LLC
UNCHANGED
Shares5,323 from 5,323
Change0 (0%)
Value$265.4K (-$4.3K)
Filed 2026-10-21
Embree Financial Group
DECREASED
Shares5,292 from 5,813
Change-521 (-9%)
Value$263.9K (-$30.6K)
Filed 2026-10-22
Buck Wealth Strategies, LLC
INCREASED
Shares5,263 from 4,439
Change+824 (+19%)
Value$262.4K (+$37.5K)
Filed 2026-10-28
Madrona Financial Services, LLC
UNCHANGED
Shares5,135 from 5,135
Change0 (0%)
Value$256.0K (-$4.1K)
Filed 2026-10-23
Tompkins Financial Corp
UNCHANGED
Shares5,063 from 5,063
Change0 (0%)
Value$252.4K (-$4.1K)
Filed 2026-10-05
Allegheny Financial Group
UNCHANGED
Shares5,056 from 5,056
Change0 (0%)
Value$252.1K (-$4.0K)
Filed 2026-11-05
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares5,055 from 4,998
Change+57 (+1%)
Value$252.1K (-$1.1K)
Filed 2026-10-22
Allworth Financial LP
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$253.3K ($0)
Filed 2026-11-06
Patriot Investment Management Group, Inc.
INCREASED
Shares4,853 from 4,150
Change+703 (+17%)
Value$242.0K (+$31.7K)
Filed 2026-10-15
First Heartland Consultants, Inc.
DECREASED
Shares4,789 from 7,491
Change-2,702 (-36%)
Value$238.8K (-$140.7K)
Filed 2026-10-08
Nikulski Financial, Inc.
DECREASED
Shares4,760 from 4,900
Change-140 (-3%)
Value$237.3K (-$10.9K)
Filed 2026-11-06
Foundry Financial LLC
NEW
Shares4,681
Change+4,681
Value$233.4K
Filed 2026-10-16
RFG Advisory, LLC
INCREASED
Shares4,612 from 4,544
Change+68 (+2%)
Value$229.9K (-$278)
Filed 2026-11-03
Apeiron RIA LLC
UNCHANGED
Shares4,605 from 4,605
Change0 (0%)
Value$229.2K (-$4.1K)
Filed 2026-10-08
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares4,602 from 4,252
Change+350 (+8%)
Value$229.4K (+$14.1K)
Filed 2026-10-23
HUB Investment Partners, LLC
UNCHANGED
Shares4,583 from 4,583
Change0 (0%)
Value$228.5K (-$3.7K)
Filed 2026-11-03
LFG Wealth Partners, LLC
NEW
Shares4,574
Change+4,574
Value$228.1K
Filed 2026-10-28
Quest 10 Wealth Builders, Inc.
DECREASED
Shares4,520 from 4,569
Change-49 (-1%)
Value$225.4K (-$6.1K)
Filed 2026-11-02
Darden Wealth Group Inc
NEW
Shares4,514
Change+4,514
Value$225.1K
Filed 2026-11-06
B. Riley Wealth Advisors, Inc.
DECREASED
Shares4,435 from 4,657
Change-222 (-5%)
Value$221.1K (-$14.9K)
Filed 2026-10-13
Klaas Financial Asset Advisors, LLC
DECREASED
Shares4,342 from 5,539
Change-1,197 (-22%)
Value$216.5K (-$64.1K)
Filed 2026-10-19
Avestar Capital, LLC
DECREASED
Shares4,275 from 7,416
Change-3,141 (-42%)
Value$213.2K (-$162.5K)
Filed 2026-10-28
Sherrill & Hutchins Financial Advisory, Inc
INCREASED
Shares4,237 from 4,192
Change+45 (+1%)
Value$211.3K (-$1.1K)
Filed 2026-10-14
Flagship Harbor Advisors, LLC
INCREASED
Shares4,111 from 4,108
Change+3 (+0%)
Value$205.0K (-$3.1K)
Filed 2026-10-26
Patton Albertson Miller Group, LLC
DECREASED
Shares4,087 from 4,520
Change-433 (-10%)
Value$203.8K (-$25.2K)
Filed 2026-10-26
Birchwood Financial Partners, Inc.
INCREASED
Shares3,889 from 3,878
Change+11 (+0%)
Value$193.9K (-$2.6K)
Filed 2026-11-02
Spire Wealth Management
UNCHANGED
Shares3,199 from 3,199
Change0 (0%)
Value$159.5K (-$2.6K)
Filed 2026-10-30
Key Capital Management, Inc
NEW
Shares2,865
Change+2,865
Value$142.8K
Filed 2026-11-03
Beacon Capital Management, Inc.
DECREASED
Shares2,445 from 13,098
Change-10,653 (-81%)
Value$121.9K (-$541.6K)
Filed 2026-10-13
Signature Resources Capital Management, LLC
UNCHANGED
Shares2,287 from 2,287
Change0 (0%)
Value$114.0K (-$1.8K)
Filed 2026-10-16
Keystone Financial Group, Inc.
DECREASED
Shares1,936 from 3,300
Change-1,364 (-41%)
Value$96.5K (-$70.7K)
Filed 2026-10-13
MidAtlantic Capital Management, Inc.
NEW
Shares1,803
Change+1,803
Value$89.9K
Filed 2026-11-05
Rossby Financial, LCC
NEW
Shares1,638
Change+1,638
Value$81.7K
Filed 2026-11-05
Friedenthal Financial
UNCHANGED
Shares1,287 from 1,287
Change0 (0%)
Value$64.2K (-$1.0K)
Filed 2026-10-27
Private Trust Co NA
DECREASED
Shares1,066 from 2,852
Change-1,786 (-63%)
Value$53.2K (-$91.3K)
Filed 2026-10-20
First Bancorp, Inc
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$49.9K (-$800)
Filed 2026-10-26
Heritage Family Offices, LLP
NEW
Shares830
Change+830
Value$41.4K
Filed 2026-11-02
Simplex Trading, LLC
NEW
Shares800
Change+800
Value$39.9K
Filed 2026-11-04
Indiana Trust & Investment Management Co
UNCHANGED
Shares794 from 794
Change0 (0%)
Value$39.6K (-$635)
Filed 2026-10-22
Mather Group, Llc.
NEW
Shares761
Change+761
Value$37.9K
Filed 2026-10-14
Hurley Capital, LLC
INCREASED
Shares700 from 693
Change+7 (+1%)
Value$34.9K (-$182)
Filed 2026-11-05
Davidson Capital Management Inc.
UNCHANGED
Shares561 from 561
Change0 (0%)
Value$28.0K (-$449)
Filed 2026-10-15
Kelleher Financial Advisors
DECREASED
Shares500 from 1,000
Change-500 (-50%)
Value$24.9K (-$25.7K)
Filed 2026-10-30
Financial Management Professionals, Inc.
UNCHANGED
Shares495 from 495
Change0 (0%)
Value$24.7K (-$396)
Filed 2026-10-23
Catherine Avery Investment Management LLC
UNCHANGED
Shares410 from 410
Change0 (0%)
Value$20.4K (-$328)
Filed 2026-10-14
UMB Bank, n.a.
UNCHANGED
Shares296 from 296
Change0 (0%)
Value$14.8K (-$236)
Filed 2026-11-06
Barrett & Company, Inc.
UNCHANGED
Shares296 from 296
Change0 (0%)
Value$14.8K (-$236)
Filed 2026-10-22
Maseco LLP
NEW
Shares245
Change+245
Value$12.2K
Filed 2026-10-27
City State Bank
UNCHANGED
Shares174 from 174
Change0 (0%)
Value$8.7K (-$139)
Filed 2026-10-20
Center for Financial Planning, Inc.
UNCHANGED
Shares131 from 131
Change0 (0%)
Value$6.5K (-$106)
Filed 2026-10-26
Physician Wealth Advisors, Inc.
INCREASED
Shares110 from 93
Change+17 (+18%)
Value$5.5K (+$728)
Filed 2026-10-20
Signature Equity Partners, LLC
DECREASED
Shares109 from 135
Change-26 (-19%)
Value$5.4K (-$1.4K)
Filed 2026-10-29
Jnba Financial Advisors
DECREASED
Shares109 from 133
Change-24 (-18%)
Value$5.4K (-$1.3K)
Filed 2026-11-03
Hughes Financial Services, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$5.0K (-$57)
Filed 2026-10-30
Assetmark, Inc
DECREASED
Shares92 from 93
Change-1 (-1%)
Value$4.6K (-$124)
Filed 2026-10-21
Winch Advisory Services, LLC
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$4.0K (-$20)
Filed 2026-11-06
Wolff Wiese Magana LLC
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$3.8K (-$61)
Filed 2026-10-15
Creative Financial Designs Inc
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$3.4K (-$56)
Filed 2026-11-04
Compass Financial Management LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$1.1K (-$18)
Filed 2026-10-30
Klingman & Associates, LLC
CLOSED
Shares0 from 25,590
Change-25,590 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-20
Objective Capital Management, LLC
CLOSED
Shares0 from 25,351
Change-25,351 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-13
Shah Wealth Advisors, LLC
CLOSED
Shares0 from 18,091
Change-18,091 (-100%)
Value$0 (-$916.5K)
Filed 2026-11-06
Lane Brothers & Co Inc
CLOSED
Shares0 from 17,070
Change-17,070 (-100%)
Value$0 (-$864.8K)
Filed 2026-11-02
Guardian Wealth Advisors, LLC
CLOSED
Shares0 from 12,573
Change-12,573 (-100%)
Value$0 (-$637.0K)
Filed 2026-10-30
Hudock, Inc.
CLOSED
Shares0 from 11,403
Change-11,403 (-100%)
Value$0 (-$577.7K)
Filed 2026-10-14
Jefferies Financial Group Inc.
CLOSED
Shares0 from 7,000
Change-7,000 (-100%)
Value$0 (-$354.6K)
Filed 2026-11-05
Herbst Group, LLC
CLOSED
Shares0 from 6,855
Change-6,855 (-100%)
Value$0 (-$347.3K)
Filed 2026-10-20
Argos Wealth Advisors, LLC
CLOSED
Shares0 from 6,314
Change-6,314 (-100%)
Value$0 (-$319.9K)
Filed 2026-11-02
Titleist Asset Management, LLC
CLOSED
Shares0 from 5,240
Change-5,240 (-100%)
Value$0 (-$265.5K)
Filed 2026-10-08
Wellington Shields Capital Management, LLC
CLOSED
Shares0 from 4,849
Change-4,849 (-100%)
Value$0 (-$245.6K)
Filed 2026-11-03
WestHill Financial Advisors, Inc.
CLOSED
Shares0 from 4,461
Change-4,461 (-100%)
Value$0 (-$226.0K)
Filed 2026-10-14
Paragon Capital Management Inc
CLOSED
Shares0 from 4,281
Change-4,281 (-100%)
Value$0 (-$216.9K)
Filed 2026-10-15
SAX Wealth Advisors, LLC
CLOSED
Shares0 from 4,178
Change-4,178 (-100%)
Value$0 (-$212.4K)
Filed 2026-10-13
Lantern Wealth Advisors, LLC
CLOSED
Shares0 from 4,080
Change-4,080 (-100%)
Value$0 (-$206.7K)
Filed 2026-10-22
AdvisorNet Financial, Inc
CLOSED
Shares0 from 3,800
Change-3,800 (-100%)
Value$0 (-$192.5K)
Filed 2026-10-15
Capital Investment Advisory Services, LLC
CLOSED
Shares0 from 3,051
Change-3,051 (-100%)
Value$0 (-$154.6K)
Filed 2026-10-30
Wellington Shields & Co., LLC
CLOSED
Shares0 from 2,141
Change-2,141 (-100%)
Value$0 (-$108.5K)
Filed 2026-11-03
Tsfg, LLC
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$46.0K)
Filed 2026-10-23
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 304
Change-304 (-100%)
Value$0 (-$15.4K)
Filed 2026-10-29
First Horizon Corp
CLOSED
Shares0 from 125
Change-125 (-100%)
Value$0 (-$6.3K)
Filed 2026-10-26
US Bancorp \de\
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$5.1K)
Filed 2026-11-05
FMR LLC
N/A
Shares— from 5,619,600
Change-5,619,600 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,871,460
Change-3,871,460 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,317,434
Change-3,317,434 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,900,901
Change-2,900,901 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,622,657
Change-2,622,657 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 2,605,312
Change-2,605,312 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,374,042
Change-2,374,042 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,592,377
Change-1,592,377 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,248,932
Change-1,248,932 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,182,343
Change-1,182,343 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 894,861
Change-894,861 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 835,366
Change-835,366 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 648,483
Change-648,483 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 598,998
Change-598,998 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 533,561
Change-533,561 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 524,353
Change-524,353 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 506,861
Change-506,861 (-100%)
Value—
United Services Automobile Association
N/A
Shares— from 490,400
Change-490,400 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 439,042
Change-439,042 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 435,242
Change-435,242 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 388,871
Change-388,871 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 382,732
Change-382,732 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 293,880
Change-293,880 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 291,350
Change-291,350 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 278,069
Change-278,069 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 235,567
Change-235,567 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 224,104
Change-224,104 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 193,239
Change-193,239 (-100%)
Value—
Jacobson & Schmitt Advisors, LLC
N/A
Shares— from 186,421
Change-186,421 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 182,875
Change-182,875 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 181,673
Change-181,673 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 172,910
Change-172,910 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 171,037
Change-171,037 (-100%)
Value—
&partners
N/A
Shares— from 158,938
Change-158,938 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 156,826
Change-156,826 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 156,446
Change-156,446 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 152,361
Change-152,361 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 149,420
Change-149,420 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 141,314
Change-141,314 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 135,515
Change-135,515 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 132,370
Change-132,370 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 131,104
Change-131,104 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 129,740
Change-129,740 (-100%)
Value—
Alpha Financial Advisors, LLC
N/A
Shares— from 121,315
Change-121,315 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 113,239
Change-113,239 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 109,369
Change-109,369 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 105,933
Change-105,933 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 104,614
Change-104,614 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 103,366
Change-103,366 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 88,576
Change-88,576 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 80,733
Change-80,733 (-100%)
Value—
KKM Financial LLC
N/A
Shares— from 76,874
Change-76,874 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 76,837
Change-76,837 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 73,894
Change-73,894 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 73,289
Change-73,289 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 72,043
Change-72,043 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 68,830
Change-68,830 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 63,514
Change-63,514 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 63,179
Change-63,179 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 62,084
Change-62,084 (-100%)
Value—
Brooks, Moore & Associates, Inc.
N/A
Shares— from 61,259
Change-61,259 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 52,596
Change-52,596 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 48,017
Change-48,017 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 46,706
Change-46,706 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 46,443
Change-46,443 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 43,819
Change-43,819 (-100%)
Value—
Betterment LLC
N/A
Shares— from 42,428
Change-42,428 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 42,143
Change-42,143 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 42,069
Change-42,069 (-100%)
Value—
Finhabits Advisors LLC
N/A
Shares— from 41,416
Change-41,416 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 37,089
Change-37,089 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 36,642
Change-36,642 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 34,252
Change-34,252 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 32,788
Change-32,788 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 32,284
Change-32,284 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 32,230
Change-32,230 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 31,322
Change-31,322 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 30,663
Change-30,663 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 30,290
Change-30,290 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 29,960
Change-29,960 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 28,672
Change-28,672 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 27,867
Change-27,867 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 27,398
Change-27,398 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 26,205
Change-26,205 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 25,455
Change-25,455 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 24,400
Change-24,400 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 24,376
Change-24,376 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 22,989
Change-22,989 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 22,501
Change-22,501 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 22,273
Change-22,273 (-100%)
Value—
Planning Alternatives LTD
N/A
Shares— from 21,997
Change-21,997 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 20,333
Change-20,333 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 19,642
Change-19,642 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 18,728
Change-18,728 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 18,508
Change-18,508 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 18,253
Change-18,253 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 17,791
Change-17,791 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 17,672
Change-17,672 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 17,645
Change-17,645 (-100%)
Value—
Commerce Bank
N/A
Shares— from 16,277
Change-16,277 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 15,263
Change-15,263 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 15,251
Change-15,251 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 14,745
Change-14,745 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 14,738
Change-14,738 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 13,623
Change-13,623 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 13,400
Change-13,400 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 13,248
Change-13,248 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 12,972
Change-12,972 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 12,848
Change-12,848 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 12,075
Change-12,075 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 11,399
Change-11,399 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 10,419
Change-10,419 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 10,075
Change-10,075 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 9,560
Change-9,560 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 9,547
Change-9,547 (-100%)
Value—
Valley Financial Group, Inc.
N/A
Shares— from 9,064
Change-9,064 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 8,918
Change-8,918 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 8,860
Change-8,860 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 8,854
Change-8,854 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 8,471
Change-8,471 (-100%)
Value—
Somerset Group LLC
N/A
Shares— from 8,153
Change-8,153 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 7,205
Change-7,205 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 6,914
Change-6,914 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 6,741
Change-6,741 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 6,521
Change-6,521 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 6,139
Change-6,139 (-100%)
Value—
Stephens Inc
N/A
Shares— from 5,852
Change-5,852 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 5,717
Change-5,717 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 5,669
Change-5,669 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 5,668
Change-5,668 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 5,661
Change-5,661 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 5,528
Change-5,528 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 5,353
Change-5,353 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 5,193
Change-5,193 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 5,172
Change-5,172 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 5,081
Change-5,081 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 4,810
Change-4,810 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 4,702
Change-4,702 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 4,641
Change-4,641 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 4,457
Change-4,457 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 4,457
Change-4,457 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 4,047
Change-4,047 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 3,052
Change-3,052 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,628
Change-1,628 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,115
Change-1,115 (-100%)
Value—
Blair William & Co
N/A
Shares— from 991
Change-991 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 880
Change-880 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 850
Change-850 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 810
Change-810 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 800
Change-800 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 747
Change-747 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 723
Change-723 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 718
Change-718 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 600
Change-600 (-100%)
Value—
Consultiva Wealth Management, Corp.
N/A
Shares— from 565
Change-565 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 250
Change-250 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 230
Change-230 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 129
Change-129 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 100
Change-100 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Status
Clearwater Capital Advisors, LLC
INCREASED3,323,9373,249,759+74,178+2%$164.6M$165.7M+$1.1M2026-11-06
LPL Financial LLC
DECREASED2,696,2202,700,719-4,4990%$136.8M$134.4M-$2.4M2026-11-06
Capital Advantage, Inc.
NEW2,104,332—+2,104,332——$104.9M—2026-10-14
Americana Partners, LLC
INCREASED1,188,1721,182,187+5,985+1%$59.9M$59.2M-$647.3K2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED896,094865,349+30,745+4%$43.8M$44.7K-$43.8M2026-11-02
Weil Company, Inc.
INCREASED655,092583,651+71,441+12%$29.6M$32.7M+$3.1M2026-10-14
Commonwealth Equity Services, LLC
INCREASED543,378416,549+126,829+30%$21.1M$27.1M+$6.0M2026-11-02
Alexander Randolph Advisory, Inc.
INCREASED512,808478,466+34,342+7%$24.2M$25.6M+$1.3M2026-11-04
Kwmg, LLC
INCREASED361,350334,989+26,361+8%$17.0M$18.0M+$1.0M2026-10-07
Syntegra Private Wealth Group, LLC
DECREASED335,941644,912-308,971-48%$32.7M$16.8M-$15.9M2026-10-13
J.W. Cole Advisors, Inc.
INCREASED333,18548,760+284,425+583%$2.5M$9.0M+$6.5M2026-11-05
WBH Advisory Inc
INCREASED327,866296,264+31,602+11%$15.0M$16.3M+$1.3M2026-11-05
Axxcess Wealth Management, LLC
DECREASED324,781373,440-48,659-13%$18.9M$16.2M-$2.7M2026-10-21
Oppenheimer & Co Inc
INCREASED320,873312,941+7,932+3%$15.9M$16.0M+$145.1K2026-10-26
Securian Asset Management, Inc
UNCHANGED283,620283,62000%$14.3M$14.1M-$195.7K2026-11-06
Savant Capital, LLC
INCREASED280,798142,216+138,582+97%$7.2M$14.0M+$6.8M2026-11-06
Kraft, Davis & Associates, LLC
INCREASED265,590259,050+6,540+3%$13.1M$13.3M+$189.3K2026-10-21
Concurrent Investment Advisors, LLC
INCREASED262,217256,177+6,040+2%$13.0M$13.1M+$96.2K2026-10-16
Valley National Advisers Inc
INCREASED227,787198,551+29,236+15%$10.1M$11.4M+$1.3M2026-10-23
Independent Financial Group, LLC
INCREASED223,148215,557+7,591+4%$10.9M$11.1M+$206.0K2026-10-13
Union Bancaire Privee, UBP SA
DECREASED212,339287,639-75,300-26%$14.6M$10.6M-$4.0M2026-11-04
McAdam, LLC
INCREASED199,093188,682+10,411+6%$9.6M$9.9M+$368.2K2026-10-21
Bond & Devick Financial Network, Inc.
INCREASED194,978159,205+35,773+22%$8.1M$9.7M+$1.7M2026-10-23
Thrivent Financial for Lutherans
INCREASED193,713180,626+13,087+7%$9.2M$9.6M+$492.0K2026-11-05
Proathlete Wealth Management LLC
INCREASED190,346154,765+35,581+23%$7.7M$9.5M+$1.8M2026-10-15
Ifrah Financial Services, Inc.
INCREASED184,230180,947+3,283+2%$9.2M$9.2M+$18.9K2026-10-13
Integrity Alliance, Llc.
INCREASED171,123159,942+11,181+7%$8.1M$8.5M+$429.5K2026-10-29
First Pacific Financial
NEW170,696—+170,696——$8.5M—2026-10-14
Selby Wealth Management, LLC
INCREASED169,610161,291+8,319+5%$8.2M$8.5M+$285.8K2026-10-16
San Luis Wealth Advisors LLC
INCREASED167,917121,545+46,372+38%$6.2M$8.4M+$2.2M2026-10-27
Kestra Advisory Services, LLC
INCREASED157,499124,459+33,040+27%$6.3M$7.9M+$1.5M2026-11-02
Verdence Capital Advisors LLC
NEW155,477—+155,477——$7.8M—2026-10-26
Apollon Financial, LLC
DECREASED147,554147,595-410%$7.5M$7.4M-$120.1K2026-10-23
Wealth Enhancement Advisory Services, LLC
DECREASED132,567134,240-1,673-1%$6.8M$6.6M-$166.6K2026-10-13
Level Four Advisory Services, LLC
INCREASED129,932129,603+329+0%$6.6M$6.5M-$87.3K2026-11-06
Staley Capital Advisers Inc
INCREASED124,930119,430+5,500+5%$6.1M$6.2M+$178.7K2026-11-06
Montecito Bank & Trust
INCREASED112,608112,329+279+0%$5.7M$5.6M-$76.0K2026-10-01
Uptick Partners, LLC
INCREASED109,89121,251+88,640+417%$1.1M$5.5M+$4.4M2026-11-04
Landaas & Co
INCREASED106,88259,768+47,114+79%$3.0M$5.3M+$2.3M2026-10-29
Truist Financial Corp
INCREASED102,788101,883+905+1%$5.2M$5.1M-$36.4K2026-10-30
Kure Advisory, LLC
INCREASED101,83098,616+3,214+3%$5.0M$5.1M+$81.3K2026-10-08
AlphaCore Capital LLC
DECREASED99,829101,850-2,021-2%$5.2M$5.0M-$182.2K2026-11-04
Focus Financial Network, Inc.
INCREASED97,70886,697+11,011+13%$4.4M$4.9M+$479.6K2026-10-14
Financial Management Network Inc
DECREASED96,654104,865-8,211-8%$5.3M$4.8M-$489.5K2026-10-09
Brady Family Wealth, LLC
INCREASED93,21884,905+8,313+10%$4.3M$4.6M+$346.6K2026-11-02
Citigroup Inc
DECREASED92,19292,394-2020%$4.7M$4.6M-$84.0K2026-11-04
Sigma Planning Corp
DECREASED88,35190,263-1,912-2%$4.6M$4.4M-$167.5K2026-10-23
Secure Asset Management, LLC
INCREASED88,24170,035+18,206+26%$3.5M$4.4M+$851.7K2026-10-19
First Citizens Financial Corp
INCREASED86,81075,443+11,367+15%$3.8M$4.3M+$506.4K2026-10-02
Caliber Wealth Management, LLC / KS
DECREASED84,49891,470-6,972-8%$4.6M$4.2M-$420.8K2026-11-04
Realta Investment Advisors
INCREASED74,83271,087+3,745+5%$3.6M$3.7M+$129.9K2026-10-14
Blueprint Financial Advisors LLC
INCREASED74,41063,847+10,563+17%$3.2M$3.7M+$475.6K2026-10-28
Blueprint Investment Partners LLC
INCREASED74,41063,847+10,563+17%$3.2M$3.7M+$475.6K2026-10-28
Iron Financial LLC
INCREASED74,26073,824+436+1%$3.7M$3.7M-$37.4K2026-10-23
Prospera Financial Services Inc
INCREASED70,46062,577+7,883+13%$3.2M$3.5M+$362.7K2026-11-04
WJ Wealth Management, LLC
DECREASED67,80487,652-19,848-23%$4.4M$3.4M-$1.1M2026-11-03
Optivise Advisory Services LLC
DECREASED66,04972,004-5,955-8%$3.6M$3.3M-$354.5K2026-10-19
William John Sempolinski
NEW64,455—+64,455——$3.2M—2026-10-20
Brookstone Capital Management
INCREASED63,94043,577+20,363+47%$2.2M$3.2M+$980.5K2026-10-22
Sage Capital Advisors,llc
DECREASED59,67959,707-280%$3.0M$3.0M-$49.1K2026-10-13
Hardworking Capital Advisors, LLC
INCREASED53,83451,673+2,161+4%$2.6M$2.7M+$66.4K2026-10-20
Patten Group, Inc.
INCREASED51,89851,418+480+1%$2.6M$2.6M-$17.2K2026-10-26
Perigon Wealth Management, LLC
INCREASED47,59639,868+7,728+19%$2.0M$2.4M+$353.4K2026-10-22
Vise Technologies, Inc.
INCREASED46,92443,300+3,624+8%$2.2M$2.3M+$146.0K2026-10-29
Atwater Malick LLC
INCREASED44,50339,032+5,471+14%$2.0M$2.2M+$241.6K2026-10-15
Integrated Advisors Network LLC
DECREASED43,73144,124-393-1%$2.2M$2.2M-$54.9K2026-10-20
Castle Rock Wealth Management, LLC
DECREASED43,42444,791-1,367-3%$2.3M$2.2M-$96.8K2026-10-09
Partners Wealth Management, LLC
NEW43,314—+43,314——$2.2M—2026-10-28
Stonebridge Financial Group, LLC
INCREASED42,30714,596+27,711+190%$739.5K$2.1M+$1.4M2026-10-01
Unified Investment Management
INCREASED42,10041,415+685+2%$2.1M$2.1M+$1.0K2026-10-14
Ameliora Wealth Management Ltd.
UNCHANGED39,28739,28700%$2.0M$2.0M-$30.8K2026-10-23
MGO One Seven LLC
INCREASED39,13328,269+10,864+38%$1.4M$2.0M+$519.0K2026-10-28
Members Wealth LLC
INCREASED38,07735,741+2,336+7%$1.8M$1.9M+$89.0K2026-10-20
Horizon Wealth Management, LLC
NEW37,949—+37,949——$1.9M—2026-11-02
Visionary Horizons, LLC
INCREASED36,59333,387+3,206+10%$1.7M$1.8M+$133.1K2026-10-22
Pflug Koory, LLC
INCREASED36,43436,103+331+1%$1.8M$1.8M-$12.4K2026-10-26
Professional Financial Advisors, LLC
DECREASED35,08135,796-715-2%$1.8M$1.7M-$64.3K2026-10-13
Steel Grove Capital Advisors, LLC
INCREASED34,35232,232+2,120+7%$1.6M$1.7M+$79.9K2026-10-13
Elevate Wealth Advisory, Inc
INCREASED33,97314,492+19,481+134%$734.2K$1.7M+$959.7K2026-10-29
PNC Financial Services Group, Inc.
INCREASED32,52031,094+1,426+5%$1.6M$1.6M+$46.2K2026-11-06
Guidance Capital, Inc
INCREASED32,29231,830+462+1%$1.6M$1.6M+$4.9K2026-11-03
Westside Investment Management, Inc.
DECREASED29,45030,857-1,407-5%$1.6M$1.5M-$94.9K2026-11-02
WealthPlan Investment Management, LLC
INCREASED28,68428,447+237+1%$1.4M$1.4M-$10.9K2026-10-15
Claro Advisors Inc.
INCREASED28,48825,925+2,563+10%$1.3M$1.4M+$107.1K2026-11-02
Joel Adams & Associates, Inc.
INCREASED27,53727,473+64+0%$1.4M$1.4M-$18.8K2026-11-02
Clearstead Advisors, LLC
DECREASED25,85227,098-1,246-5%$1.4M$1.3M-$83.8K2026-11-06
Aletheian Wealth Advisors LLC
INCREASED24,99622,844+2,152+9%$1.2M$1.2M+$89.0K2026-10-08
Hofer & Associates. Inc
NEW24,628—+24,628——$1.2M—2026-10-13
RED Crane Wealth Management, LLC
DECREASED24,62831,378-6,750-22%$1.6M$1.2M-$361.7K2026-10-14
American Institute for Advanced Investment Management, LLP
INCREASED24,12520,140+3,985+20%$1.0M$1.2M+$182.6K2026-11-03
LVW Advisors, LLC
DECREASED23,76866,754-42,986-64%$3.4M$1.2M-$2.2M2026-10-19
Alterna Wealth Management, Inc
UNCHANGED23,62023,62000%$1.2M$1.2M-$18.9K2026-10-27
Lynch Investment Planning, LLC
DECREASED23,39625,242-1,846-7%$1.3M$1.2M-$112.2K2026-10-27
Forteris Wealth Management Inc.
INCREASED23,09516,434+6,661+41%$832.6K$1.2M+$318.9K2026-10-13
Michels Family Financial, LLC
DECREASED22,40822,651-243-1%$1.1M$1.1M-$30.3K2026-11-02
Centurion Wealth Management LLC
INCREASED22,00821,096+912+4%$1.1M$1.1M+$28.6K2026-10-13
Luken Investment Analytics, LLC
INCREASED21,78519,480+2,305+12%$986.9K$1.1M+$99.4K2026-11-06
Capital Advisors, Ltd. LLC
INCREASED21,53921,509+30+0%$1.1K$1.1K-$162026-10-27
Live Oak Private Wealth LLC
INCREASED21,45321,431+22+0%$1.1M$1.1M-$16.0K2026-11-02
Foundry Financial Group, Inc.
NEW20,849—+20,849——$1.0M—2026-10-28
Apex Wealth Management, LLC
INCREASED20,29018,943+1,347+7%$959.7K$1.0M+$52.0K2026-10-20
Infinity Wealth Counsel, LLC
DECREASED20,13221,066-934-4%$1.1M$1.0M-$63.4K2026-10-15
Merit Financial Group, LLC
DECREASED19,86920,615-746-4%$1.0M$990.7K-$53.7K2026-11-06
Lebenthal Global Advisors, LLC
DECREASED19,60519,957-352-2%$1.0M$977.5K-$33.5K2026-10-28
TCI Wealth Advisors, Inc.
INCREASED19,35619,150+206+1%$970.1K$965.1K-$5.0K2026-10-30
EverSource Wealth Advisors, LLC
DECREASED18,99443,069-24,075-56%$2.2M$947.0K-$1.2M2026-11-04
Novem Group
INCREASED18,96217,995+967+5%$911.6K$945.5K+$33.8K2026-10-19
Elevation Point Wealth Partners, LLC
DECREASED17,22530,663-13,438-44%$1.6M$858.8K-$694.5K2026-11-05
Naples Global Advisors, LLC
DECREASED17,07717,227-150-1%$872.7K$851.5K-$21.3K2026-11-05
North Capital, Inc.
INCREASED16,81613,875+2,941+21%$702.9K$839.3K+$136.4K2026-10-16
Provenance Wealth Advisors, LLC
NEW16,341—+16,341——$814.8K—2026-10-30
Carrera Capital Advisors
DECREASED16,29922,363-6,064-27%$1.1M$812.7K-$320.2K2026-11-03
Darrow Company, Inc.
INCREASED16,21313,975+2,238+16%$708.0K$808.4K+$100.4K2026-10-22
LVZ, Inc.
DECREASED15,80516,222-417-3%$821.8K$788.0K-$33.8K2026-10-20
JGP Wealth Management, LLC
DECREASED15,77116,038-267-2%$812.5K$786.3K-$26.2K2026-10-13
Atria Investments, Inc
DECREASED15,01820,574-5,556-27%$1.0M$748.8K-$293.5K2026-10-15
Forbes Financial Planning, Inc.
DECREASED14,97515,704-729-5%$795.6K$746.7K-$48.9K2026-10-23
Owl Creek Wealth Partners LLC
DECREASED14,65915,527-868-6%$786.6K$730.9K-$55.7K2026-10-20
Eagle Bluffs Wealth Management LLC
DECREASED14,28614,628-342-2%$741.1K$712.3K-$28.8K2026-10-20
Clark Asset Management, LLC
UNCHANGED14,13514,13500%$716.1K$704.8K-$11.3K2026-10-19
Iams Wealth Management, LLC
NEW14,100—+14,100——$703.0K—2026-10-15
Kestra Private Wealth Services, LLC
DECREASED13,88522,950-9,065-39%$1.2M$692.3K-$470.4K2026-11-06
Patriot Financial Group Insurance Agency, LLC
INCREASED13,5015,210+8,291+159%$263.9K$673.2K+$409.2K2026-10-14
Perryman Financial Advisory Inc
INCREASED13,44212,817+625+5%$649.3K$670.2K+$20.9K2026-10-16
StoneX Group Inc.
INCREASED13,2795,623+7,656+136%$284.9K$669.0K+$384.2K2026-11-03
Stanich Group LLC
NEW12,899—+12,899——$643.2K—2026-10-16
Beacon Financial Group
UNCHANGED12,32112,32100%$624.2K$614.3K-$9.8K2026-10-19
Elwood & Goetz Wealth Advisory Group, LLC
NEW12,302—+12,302——$613.4K—2026-10-28
Fifth Third Securities, Inc.
DECREASED12,17512,568-393-3%$636.7K$607.1K-$29.6K2026-10-21
Syverson Strege & Co
DECREASED11,89012,075-185-2%$611.7K$592.8K-$18.9K2026-11-02
Retireful, LLC
INCREASED11,84010,930+910+8%$553.7K$590.3K+$36.6K2026-10-09
Wealthcare Advisory Partners LLC
INCREASED11,8329,248+2,584+28%$468.5K$589.9K+$121.4K2026-10-21
Parallel Advisors, LLC
INCREASED11,7047,354+4,350+59%$372.6K$583.6K+$211.0K2026-11-03
Strategic Wealth Advisors LLC
INCREASED11,6996,421+5,278+82%$328.0K$583.3K+$255.3K2026-11-06
Eagle Harbor Asset Management Inc
NEW11,540—+11,540——$575.4K—2026-10-21
Farther Finance Advisors, LLC
INCREASED11,23611,070+166+2%$560.8K$560.2K-$5802026-10-08
Chicago Partners Investment Group LLC
INCREASED11,10710,157+950+9%$511.8K$555.6K+$43.8K2026-10-27
Parsons Capital Management Inc
DECREASED11,01011,819-809-7%$598.8K$549.0K-$49.8K2026-10-28
Steele Capital Management, Inc.
INCREASED10,98310,973+10+0%$555.9K$547.6K-$8.3K2026-11-02
XY Planning Network, Inc.
UNCHANGED10,76810,76800%$545.5K$536.9K-$8.6K2026-10-14
Integrity Advisory Solutions, LLC
INCREASED10,6949,512+1,182+12%$481.9K$533.2K+$51.3K2026-10-29
Courier Capital LLC
UNCHANGED10,53910,53900%$533.9K$525.5K-$8.4K2026-10-19
Bison Wealth, LLC
INCREASED10,52310,373+150+1%$524.3K$525.4K+$1.1K2026-10-13
Rosenberg Matthew Hamilton
DECREASED10,52010,718-198-2%$543.0K$524.5K-$18.4K2026-10-05
Soltis Investment Advisors LLC
NEW10,267—+10,267——$511.9K—2026-10-28
Stonebridge Financial Planning Group, LLC
INCREASED10,1427,240+2,902+40%$366.8K$505.7K+$138.9K2026-11-06
Creative Planning
DECREASED10,08214,206-4,124-29%$719.7K$502.7K-$217.0K2026-11-02
Detalus Advisors, LLC
UNCHANGED10,00010,00000%$506.6K$498.6K-$8.0K2026-10-15
Journey Advisory Group, LLC
DECREASED9,99011,990-2,000-17%$607.4K$498.1K-$109.3K2026-11-04
4J Wealth Management LLC
DECREASED9,97712,900-2,923-23%$653.5K$497.5K-$156.1K2026-11-02
IFP Advisors, Inc
INCREASED9,9668,970+996+11%$454.4K$496.9K+$42.5K2026-10-16
Private Client Services, LLC
INCREASED9,8179,406+411+4%$476.5K$489.5K+$12.9K2026-10-02
Burke & Herbert Bank & Trust Co
UNCHANGED9,4379,43700%$478.1K$470.5K-$7.5K2026-11-02
International Assets Investment Management, LLC
DECREASED8,8709,866-996-10%$497.9K$441.5K-$56.4K2026-11-02
Keybank National Association
UNCHANGED8,5358,53500%$432.4K$425.6K-$6.8K2026-11-04
Sowell Financial Services LLC
INCREASED8,4868,401+85+1%$425.6K$423.1K-$2.5K2026-10-23
Beirne Wealth Consulting Services, LLC
DECREASED8,0828,166-84-1%$413.8K$403.0K-$10.7K2026-10-19
WBI Investments, LLC
INCREASED8,0397,774+265+3%$393.8K$400.8K+$7.0K2026-11-05
Ascentis Independent Advisors
NEW8,025—+8,025——$400.1K—2026-11-03
Cross Staff Investments Inc
INCREASED7,9387,394+544+7%$374.6K$395.8K+$21.2K2026-10-22
Kachkovsky & Fisher, Inc.
INCREASED7,6667,230+436+6%$366.3K$382.2K+$16.0K2026-10-21
Farmers & Merchants Trust Co of Long Beach
INCREASED7,3315,231+2,100+40%$265.0K$365.5K+$100.5K2026-10-22
Pinnacle Associates LTD
INCREASED7,3275,961+1,366+23%$302.0K$365.3K+$63.3K2026-10-20
Avidian Wealth Enterprises, LLC
DECREASED7,0307,123-93-1%$360.9K$350.5K-$10.4K2026-10-08
ETF Store, Inc.
INCREASED6,8166,784+32+0%$343.7K$339.9K-$3.8K2026-10-19
Accelerate Investment Advisors LLC
INCREASED6,8156,550+265+4%$331.8K$339.8K+$8.0K2026-11-02
NTV Asset Management LLC
UNCHANGED6,7956,79500%$344.2K$338.8K-$5.4K2026-10-23
Waycross Investment Management Co
UNCHANGED6,7946,79400%$344.2K$338.7K-$5.4K2026-10-14
Intrua Financial, LLC
UNCHANGED6,7526,75200%$342.0K$336.6K-$5.4K2026-10-28
Larson Financial Group LLC
INCREASED6,5956,589+6+0%$333.8K$328.8K-$5.0K2026-11-05
Fifth Third Bancorp
DECREASED6,55012,409-5,859-47%$628.6K$326.6K-$302.1K2026-11-05
Values First Advisors, Inc.
DECREASED6,5089,156-2,648-29%$463.9K$324.5K-$139.4K2026-10-23
Regions Financial Corp
INCREASED6,5006,400+100+2%$324.2K$324.1K-$1342026-11-05
Arkfeld Wealth Strategies, L.L.C.
INCREASED6,4316,419+12+0%$324.5K$320.8K-$3.6K2026-10-19
Flagship Private Wealth, LLC
INCREASED6,2095,128+1,081+21%$259.8K$309.6K+$49.8K2026-11-05
Advisor Resource Council
DECREASED6,0516,080-290%$307.3K$301.3K-$6.0K2026-11-05
KFG LLC
NEW6,044—+6,044——$301.4K—2026-11-02
Symmetry Partners, LLC
UNCHANGED6,0446,04400%$306.2K$301.4K-$4.8K2026-10-27
Koshinski Asset Management, Inc.
DECREASED6,0176,786-769-11%$343.8K$300.0K-$43.8K2026-10-29
Beacon Financial Advisory LLC
NEW6,008—+6,008——$299.5K—2026-10-16
GS Investments, Inc.
UNCHANGED5,9405,94000%$300.9K$296.2K-$4.8K2026-11-05
Windsor Capital Management, LLC
DECREASED5,9136,611-698-11%$334.9K$294.8K-$40.1K2026-10-13
Money Concepts Capital Corp
DECREASED5,8085,976-168-3%$302.8K$289.6K-$13.2K2026-11-06
Blueline Advisors LLC
DECREASED5,7036,241-538-9%$316.2K$284.4K-$31.8K2026-10-15
Burford Brothers, Inc.
UNCHANGED5,6545,65400%$286.4K$281.9K-$4.5K2026-10-21
CoreCap Advisors, LLC
INCREASED5,6275,481+146+3%$277.7K$280.6K+$2.9K2026-10-08
Shum Financial Group, Inc.
DECREASED5,4995,656-157-3%$286.5K$274.2K-$12.4K2026-10-13
Physician Wealth Solutions Inc.
UNCHANGED5,4855,48500%$277.9K$273.5K-$4.4K2026-10-14
JFS Wealth Advisors, LLC
UNCHANGED5,4845,48400%$277.8K$273.4K-$4.4K2026-11-03
TrueWealth Advisors, LLC
UNCHANGED5,4535,45300%$276.2K$271.9K-$4.4K2026-10-09
Guided Capital Wealth Management, LLC
UNCHANGED5,3235,32300%$269.7K$265.4K-$4.3K2026-10-21
Embree Financial Group
DECREASED5,2925,813-521-9%$294.5K$263.9K-$30.6K2026-10-22
Buck Wealth Strategies, LLC
INCREASED5,2634,439+824+19%$224.9K$262.4K+$37.5K2026-10-28
Madrona Financial Services, LLC
UNCHANGED5,1355,13500%$260.1K$256.0K-$4.1K2026-10-23
Tompkins Financial Corp
UNCHANGED5,0635,06300%$256.5K$252.4K-$4.1K2026-10-05
Allegheny Financial Group
UNCHANGED5,0565,05600%$256.2K$252.1K-$4.0K2026-11-05
Christensen, King & Associates Investment Services, Inc.
INCREASED5,0554,998+57+1%$253.2K$252.1K-$1.1K2026-10-22
Allworth Financial LP
UNCHANGED5,0005,00000%$253.3K$253.3K$02026-11-06
Patriot Investment Management Group, Inc.
INCREASED4,8534,150+703+17%$210.2K$242.0K+$31.7K2026-10-15
First Heartland Consultants, Inc.
DECREASED4,7897,491-2,702-36%$379.5K$238.8K-$140.7K2026-10-08
Nikulski Financial, Inc.
DECREASED4,7604,900-140-3%$248.2K$237.3K-$10.9K2026-11-06
Foundry Financial LLC
NEW4,681—+4,681——$233.4K—2026-10-16
RFG Advisory, LLC
INCREASED4,6124,544+68+2%$230.2K$229.9K-$2782026-11-03
Apeiron RIA LLC
UNCHANGED4,6054,60500%$233.3K$229.2K-$4.1K2026-10-08
Pinnacle Wealth Management Advisory Group, LLC
INCREASED4,6024,252+350+8%$215.4K$229.4K+$14.1K2026-10-23
HUB Investment Partners, LLC
UNCHANGED4,5834,58300%$232.2K$228.5K-$3.7K2026-11-03
LFG Wealth Partners, LLC
NEW4,574—+4,574——$228.1K—2026-10-28
Quest 10 Wealth Builders, Inc.
DECREASED4,5204,569-49-1%$231.5K$225.4K-$6.1K2026-11-02
Darden Wealth Group Inc
NEW4,514—+4,514——$225.1K—2026-11-06
B. Riley Wealth Advisors, Inc.
DECREASED4,4354,657-222-5%$236.1K$221.1K-$14.9K2026-10-13
Klaas Financial Asset Advisors, LLC
DECREASED4,3425,539-1,197-22%$280.6K$216.5K-$64.1K2026-10-19
Avestar Capital, LLC
DECREASED4,2757,416-3,141-42%$375.7K$213.2K-$162.5K2026-10-28
Sherrill & Hutchins Financial Advisory, Inc
INCREASED4,2374,192+45+1%$212.4K$211.3K-$1.1K2026-10-14
Flagship Harbor Advisors, LLC
INCREASED4,1114,108+3+0%$208.1K$205.0K-$3.1K2026-10-26
Patton Albertson Miller Group, LLC
DECREASED4,0874,520-433-10%$229.0K$203.8K-$25.2K2026-10-26
Birchwood Financial Partners, Inc.
INCREASED3,8893,878+11+0%$196.5K$193.9K-$2.6K2026-11-02
Spire Wealth Management
UNCHANGED3,1993,19900%$162.1K$159.5K-$2.6K2026-10-30
Key Capital Management, Inc
NEW2,865—+2,865——$142.8K—2026-11-03
Beacon Capital Management, Inc.
DECREASED2,44513,098-10,653-81%$663.5K$121.9K-$541.6K2026-10-13
Signature Resources Capital Management, LLC
UNCHANGED2,2872,28700%$115.9K$114.0K-$1.8K2026-10-16
Keystone Financial Group, Inc.
DECREASED1,9363,300-1,364-41%$167.2K$96.5K-$70.7K2026-10-13
MidAtlantic Capital Management, Inc.
NEW1,803—+1,803——$89.9K—2026-11-05
Rossby Financial, LCC
NEW1,638—+1,638——$81.7K—2026-11-05
Friedenthal Financial
UNCHANGED1,2871,28700%$65.2K$64.2K-$1.0K2026-10-27
Private Trust Co NA
DECREASED1,0662,852-1,786-63%$144.5K$53.2K-$91.3K2026-10-20
First Bancorp, Inc
UNCHANGED1,0001,00000%$50.7K$49.9K-$8002026-10-26
Heritage Family Offices, LLP
NEW830—+830——$41.4K—2026-11-02
Simplex Trading, LLC
NEW800—+800——$39.9K—2026-11-04
Indiana Trust & Investment Management Co
UNCHANGED79479400%$40.2K$39.6K-$6352026-10-22
Mather Group, Llc.
NEW761—+761——$37.9K—2026-10-14
Hurley Capital, LLC
INCREASED700693+7+1%$35.1K$34.9K-$1822026-11-05
Davidson Capital Management Inc.
UNCHANGED56156100%$28.4K$28.0K-$4492026-10-15
Kelleher Financial Advisors
DECREASED5001,000-500-50%$50.7K$24.9K-$25.7K2026-10-30
Financial Management Professionals, Inc.
UNCHANGED49549500%$25.1K$24.7K-$3962026-10-23
Catherine Avery Investment Management LLC
UNCHANGED41041000%$20.8K$20.4K-$3282026-10-14
UMB Bank, n.a.
UNCHANGED29629600%$15.0K$14.8K-$2362026-11-06
Barrett & Company, Inc.
UNCHANGED29629600%$15.0K$14.8K-$2362026-10-22
Maseco LLP
NEW245—+245——$12.2K—2026-10-27
City State Bank
UNCHANGED17417400%$8.8K$8.7K-$1392026-10-20
Center for Financial Planning, Inc.
UNCHANGED13113100%$6.6K$6.5K-$1062026-10-26
Physician Wealth Advisors, Inc.
INCREASED11093+17+18%$4.7K$5.5K+$7282026-10-20
Signature Equity Partners, LLC
DECREASED109135-26-19%$6.8K$5.4K-$1.4K2026-10-29
Jnba Financial Advisors
DECREASED109133-24-18%$6.7K$5.4K-$1.3K2026-11-03
Hughes Financial Services, LLC
UNCHANGED10010000%$5.1K$5.0K-$572026-10-30
Assetmark, Inc
DECREASED9293-1-1%$4.7K$4.6K-$1242026-10-21
Winch Advisory Services, LLC
UNCHANGED797900%$4.0K$4.0K-$202026-11-06
Wolff Wiese Magana LLC
UNCHANGED767600%$3.9K$3.8K-$612026-10-15
Creative Financial Designs Inc
UNCHANGED696900%$3.5K$3.4K-$562026-11-04
Compass Financial Management LLC
UNCHANGED222200%$1.1K$1.1K-$182026-10-30
Klingman & Associates, LLC
CLOSED025,590-25,590-100%$1.3M$0-$1.3M2026-10-20
Objective Capital Management, LLC
CLOSED025,351-25,351-100%$1.3M$0-$1.3M2026-10-13
Shah Wealth Advisors, LLC
CLOSED018,091-18,091-100%$916.5K$0-$916.5K2026-11-06
Lane Brothers & Co Inc
CLOSED017,070-17,070-100%$864.8K$0-$864.8K2026-11-02
Guardian Wealth Advisors, LLC
CLOSED012,573-12,573-100%$637.0K$0-$637.0K2026-10-30
Hudock, Inc.
CLOSED011,403-11,403-100%$577.7K$0-$577.7K2026-10-14
Jefferies Financial Group Inc.
CLOSED07,000-7,000-100%$354.6K$0-$354.6K2026-11-05
Herbst Group, LLC
CLOSED06,855-6,855-100%$347.3K$0-$347.3K2026-10-20
Argos Wealth Advisors, LLC
CLOSED06,314-6,314-100%$319.9K$0-$319.9K2026-11-02
Titleist Asset Management, LLC
CLOSED05,240-5,240-100%$265.5K$0-$265.5K2026-10-08
Wellington Shields Capital Management, LLC
CLOSED04,849-4,849-100%$245.6K$0-$245.6K2026-11-03
WestHill Financial Advisors, Inc.
CLOSED04,461-4,461-100%$226.0K$0-$226.0K2026-10-14
Paragon Capital Management Inc
CLOSED04,281-4,281-100%$216.9K$0-$216.9K2026-10-15
SAX Wealth Advisors, LLC
CLOSED04,178-4,178-100%$212.4K$0-$212.4K2026-10-13
Lantern Wealth Advisors, LLC
CLOSED04,080-4,080-100%$206.7K$0-$206.7K2026-10-22
AdvisorNet Financial, Inc
CLOSED03,800-3,800-100%$192.5K$0-$192.5K2026-10-15
Capital Investment Advisory Services, LLC
CLOSED03,051-3,051-100%$154.6K$0-$154.6K2026-10-30
Wellington Shields & Co., LLC
CLOSED02,141-2,141-100%$108.5K$0-$108.5K2026-11-03
Tsfg, LLC
CLOSED0900-900-100%$46.0K$0-$46.0K2026-10-23
Spectrum Wealth Advisory Group, LLC
CLOSED0304-304-100%$15.4K$0-$15.4K2026-10-29
First Horizon Corp
CLOSED0125-125-100%$6.3K$0-$6.3K2026-10-26
US Bancorp \de\
CLOSED0100-100-100%$5.1K$0-$5.1K2026-11-05
FMR LLC
N/A—5,619,600-5,619,600-100%$284.7M———
Morgan Stanley
N/A—3,871,460-3,871,460-100%$196.1M———
Bank of America Corp
N/A—3,317,434-3,317,434-100%$168.1M———
Wells Fargo & Company
N/A—2,900,901-2,900,901-100%$147.0M———
UBS Group AG
N/A—2,622,657-2,622,657-100%$132.9M———
Bramshill Investments, LLC
N/A—2,605,312-2,605,312-100%$132.0M———
BlackRock, Inc.
N/A—2,374,042-2,374,042-100%$120.3M———
Cetera Investment Advisers
N/A—1,592,377-1,592,377-100%$80.7M———
Raymond James Financial Inc
N/A—1,248,932-1,248,932-100%$63.3M———
Ameriprise Financial Inc
N/A—1,182,343-1,182,343-100%$59.9M———
Northwestern Mutual Wealth Management Co
N/A—894,861-894,861-100%$45.3M———
Royal Bank of Canada
N/A—835,366-835,366-100%$42.3M———
Envestnet Asset Management Inc
N/A—648,483-648,483-100%$32.9M———
NewEdge Advisors, LLC
N/A—598,998-598,998-100%$30.3M———
Peapack Gladstone Financial Corp
N/A—533,561-533,561-100%$27.0M———
Osaic Holdings, Inc.
N/A—524,353-524,353-100%$26.6M———
Stifel Financial Corp
N/A—506,861-506,861-100%$25.7M———
United Services Automobile Association
N/A—490,400-490,400-100%$24.8M———
Integrated Investment Consultants, LLC
N/A—439,042-439,042-100%$21.7M———
Gotham Asset Management, LLC
N/A—435,242-435,242-100%$22.0M———
Steward Partners Investment Advisory, LLC
N/A—388,871-388,871-100%$19.7M———
Donaldson Capital Management, LLC
N/A—382,732-382,732-100%$19.4M———
Waverly Advisors, LLC
N/A—293,880-293,880-100%$14.9M———
Proficio Capital Partners LLC
N/A—291,350-291,350-100%$14.8M———
Timmons Wealth Management, LLC
N/A—278,069-278,069-100%$14.1M———
Focus Partners Wealth
N/A—235,567-235,567-100%$11.9M———
Captrust Financial Advisors
N/A—224,104-224,104-100%$11.4M———
OneDigital Investment Advisors LLC
N/A—193,239-193,239-100%$9.8M———
Jacobson & Schmitt Advisors, LLC
N/A—186,421-186,421-100%$9.4M———
Private Advisor Group, LLC
N/A—182,875-182,875-100%$9.3M———
HighTower Advisors, LLC
N/A—181,673-181,673-100%$9.2M———
Maimon Wealth Management Ltd.
N/A—172,910-172,910-100%$8.8M———
Brookwood Investment Group LLC
N/A—171,037-171,037-100%$8.7M———
&partners
N/A—158,938-158,938-100%$8.0M———
OakTrust Wealth Advisors, LLC
N/A—156,826-156,826-100%$7.9M———
Kingsview Wealth Management, LLC
N/A—156,446-156,446-100%$7.9M———
Baird Financial Group, Inc.
N/A—152,361-152,361-100%$7.7M———
Rollins Financial Advisors, LLC
N/A—149,420-149,420-100%$7.6M———
Sand Hill Global Advisors, LLC
N/A—141,314-141,314-100%$7.2M———
MML Investors Services, LLC
N/A—135,515-135,515-100%$6.9M———
Bank of Montreal
N/A—132,370-132,370-100%$6.7M———
Summit Financial, LLC
N/A—131,104-131,104-100%$6.6M———
Sanctuary Advisors, LLC
N/A—129,740-129,740-100%$6.6M———
Alpha Financial Advisors, LLC
N/A—121,315-121,315-100%$6.1M———
Jones Financial Companies Lllp
N/A—113,239-113,239-100%$5.7M———
Mariner, LLC
N/A—109,369-109,369-100%$5.5M———
Gladstone Institutional Advisory LLC
N/A—105,933-105,933-100%$5.4M———
Lowe Brockenbrough & Co Inc
N/A—104,614-104,614-100%$5.3M———
Meramec Financial Planners, LLC
N/A—103,366-103,366-100%$5.2M———
Van Hulzen Asset Management, LLC
N/A—88,576-88,576-100%$4.5M———
Cary Street Partners Financial LLC
N/A—80,733-80,733-100%$4.1M———
KKM Financial LLC
N/A—76,874-76,874-100%$3.9M———
Wescott Financial Advisory Group, LLC
N/A—76,837-76,837-100%$3.9M———
Cadia Private Client LLC
N/A—73,894-73,894-100%$3.7M———
Rockefeller Capital Management L.P.
N/A—73,289-73,289-100%$3.7M———
One Capital Management, LLC
N/A—72,043-72,043-100%$3.7M———
Sovereign Financial Group, Inc.
N/A—68,830-68,830-100%$3.5M———
Beacon Pointe Advisors, LLC
N/A—63,514-63,514-100%$3.2M———
RPg Family Wealth Advisory, LLC
N/A—63,179-63,179-100%$3.2M———
GeoWealth Management, LLC
N/A—62,084-62,084-100%$3.1M———
Brooks, Moore & Associates, Inc.
N/A—61,259-61,259-100%$3.1M———
Arax Advisory Partners
N/A—52,596-52,596-100%$2.7M———
Gentry Private Wealth, LLC
N/A—48,017-48,017-100%$2.4M———
Planning Directions Inc
N/A—46,706-46,706-100%$2.4M———
Smartleaf Asset Management LLC
N/A—46,443-46,443-100%$2.4M———
Belpointe Asset Management LLC
N/A—43,819-43,819-100%$2.2M———
Betterment LLC
N/A—42,428-42,428-100%$2.1M———
Integrated Wealth Concepts LLC
N/A—42,143-42,143-100%$2.1M———
Core Wealth Advisors, Inc.
N/A—42,069-42,069-100%$2.1M———
Finhabits Advisors LLC
N/A—41,416-41,416-100%$2.1M———
Kovack Advisors, Inc.
N/A—37,089-37,089-100%$1.9M———
Flow Traders U.S. LLC
N/A—36,642-36,642-100%$1.9M———
White Pine Capital LLC
N/A—34,252-34,252-100%$1.7M———
Daybright Advisory Services, Inc.
N/A—32,788-32,788-100%$1.7M———
Clark Capital Management Group, Inc.
N/A—32,284-32,284-100%$1.6M———
Janney Montgomery Scott LLC
N/A—32,230-32,230-100%$1.6M———
World Investment Advisors
N/A—31,322-31,322-100%$1.6M———
Vestmark Advisory Solutions, Inc.
N/A—30,663-30,663-100%$1.6M———
Shufro Rose & Co LLC
N/A—30,290-30,290-100%$1.5M———
Stratos Investment Management, LLC
N/A—29,960-29,960-100%$1.5M———
Spinnaker Trust
N/A—28,672-28,672-100%$1.5M———
FreeGulliver LLC
N/A—27,867-27,867-100%$1.4M———
Snowden Capital Advisors LLC
N/A—27,398-27,398-100%$1.4M———
Leavell Investment Management, Inc.
N/A—26,205-26,205-100%$1.3M———
MAI Capital Management
N/A—25,455-25,455-100%$1.3M———
Osborne Partners Capital Management, LLC
N/A—24,400-24,400-100%$1.2M———
Natixis Advisors, LLC
N/A—24,376-24,376-100%$1.2M———
Mutual Advisors, LLC
N/A—22,989-22,989-100%$1.2M———
National Bank of Canada
N/A—22,501-22,501-100%$1.1M———
JPMorgan Chase & Co
N/A—22,273-22,273-100%$1.1M———
Planning Alternatives LTD
N/A—21,997-21,997-100%$1.1M———
CIBC World Market Inc.
N/A—20,333-20,333-100%$1.0M———
Harbour Investments, Inc.
N/A—19,642-19,642-100%$995.1K———
AQR Capital Management LLC
N/A—18,728-18,728-100%$948.8K———
Pinnacle Financial Partners, Inc.
N/A—18,508-18,508-100%$937.6K———
Investment Advisory Group, LLC
N/A—18,253-18,253-100%$924.7K———
United Capital Financial Advisors, LLC
N/A—17,791-17,791-100%$900.3K———
First American Trust, FSB
N/A—17,672-17,672-100%$895.3K———
Pathstone Holdings, LLC
N/A—17,645-17,645-100%$893.9K———
Commerce Bank
N/A—16,277-16,277-100%$824.6K———
Johnson Investment Counsel Inc
N/A—15,263-15,263-100%$773.2K———
Perennial Investment Advisors, LLC
N/A—15,251-15,251-100%$772.5K———
Fortis Advisors, LLC
N/A—14,745-14,745-100%$747.0K———
Capital Analysts, LLC
N/A—14,738-14,738-100%$746.0K———
Keystone Financial Group
N/A—13,623-13,623-100%$690.1K———
Crews Bank & Trust
N/A—13,400-13,400-100%$678.8K———
Global Retirement Partners, LLC
N/A—13,248-13,248-100%$671.2K———
CVA Family Office, LLC
N/A—12,972-12,972-100%$657.2K———
Equitable Holdings, Inc.
N/A—12,848-12,848-100%$650.9K———
Atlantic Union Bankshares Corp
N/A—12,075-12,075-100%$611.7K———
Roble, Belko & Company, Inc
N/A—11,399-11,399-100%$577.0K———
Oxinas Partners, LLC
N/A—10,419-10,419-100%$527.8K———
Fiduciary Group, LLC
N/A—10,075-10,075-100%$510.4K———
RWA Wealth Partners, LLC
N/A—9,560-9,560-100%$484.3K———
GW&K Investment Management, LLC
N/A—9,547-9,547-100%$484.0K———
Valley Financial Group, Inc.
N/A—9,064-9,064-100%$459.2K———
Arkadios Wealth Advisors
N/A—8,918-8,918-100%$451.8K———
Ancora Advisors LLCA
N/A—8,860-8,860-100%$448.9K———
Cerity Partners LLC
N/A—8,854-8,854-100%$448.2K———
Smithfield Trust Co
N/A—8,471-8,471-100%$430.0K———
Somerset Group LLC
N/A—8,153-8,153-100%$411.6K———
Mercer Global Advisors Inc
N/A—7,205-7,205-100%$365.0K———
Atlanta Consulting Group Advisors, LLC
N/A—6,914-6,914-100%$350.3K———
Summit Wealth Partners, LLC
N/A—6,741-6,741-100%$341.5K———
EP Wealth Advisors, LLC
N/A—6,521-6,521-100%$330.3K———
Vance Wealth, LLC
N/A—6,139-6,139-100%$311.0K———
Stephens Inc
N/A—5,852-5,852-100%$296.5K———
Founders Financial Alliance, LLC
N/A—5,717-5,717-100%$289.6K———
Wealthgarden F.S. LLC
N/A—5,669-5,669-100%$287.2K———
Advisory Services Network, LLC
N/A—5,668-5,668-100%$287.2K———
Denver Wealth Management, Inc.
N/A—5,661-5,661-100%$286.8K———
Western Wealth Management, LLC
N/A—5,528-5,528-100%$280.0K———
Vident Advisory, LLC
N/A—5,353-5,353-100%$271.2K———
Nuveen, LLC
N/A—5,193-5,193-100%$263.1K———
Insigneo Advisory Services, LLC
N/A—5,172-5,172-100%$262.0K———
Callan Family Office, LLC
N/A—5,081-5,081-100%$257.4K———
Modern Wealth Management, LLC
N/A—4,810-4,810-100%$243.7K———
Principal Securities, Inc.
N/A—4,702-4,702-100%$238.2K———
IFG Advisory, LLC
N/A—4,641-4,641-100%$235.1K———
CIBC Bancorp USA Inc.
N/A—4,457-4,457-100%$225.8K———
Scotia Capital Inc.
N/A—4,457-4,457-100%$225.8K———
Shared Vision Wealth Group LLC
N/A—4,047-4,047-100%$205.0K———
Ingalls & Snyder LLC
N/A—4,000-4,000-100%$203.0K———
Medallion Wealth Advisors, LLC
N/A—3,052-3,052-100%$220.4K———
AE Wealth Management LLC
N/A—1,628-1,628-100%$82.5K———
Glen Eagle Advisors, LLC
N/A—1,115-1,115-100%$56.5K———
Blair William & Co
N/A—991-991-100%$50.2K———
Bartlett & Co. Wealth Management LLC
N/A—880-880-100%$44.6K———
SHP Wealth Management
N/A—850-850-100%$43.1K———
Godfrey Financial Associates, Inc.
N/A—810-810-100%$41.0K———
BFC Planning, Inc.
N/A—800-800-100%$40.5K———
LGT Financial Advisors LLC
N/A—747-747-100%$37.8K———
PlanVest Financial, Inc
N/A—723-723-100%$36.6K———
Geneos Wealth Management Inc.
N/A—718-718-100%$36.4K———
IMA Advisory Services, Inc.
N/A—600-600-100%$30.4K———
Consultiva Wealth Management, Corp.
N/A—565-565-100%$28.6K———
Ritter Daniher Financial Advisory LLC / de
N/A—250-250-100%$12.7K———
Hamrick Investment Counsel, llc
N/A—230-230-100%$11.7K———
Anchor Investment Management, LLC
N/A—130-130-100%$6.6K———
Cary Street Partners Investment Advisory LLC
N/A—129-129-100%$6.5K———
New England Asset Management Inc
N/A—100-100-100%$5.1K———
HighMark Wealth Management LLC
N/A—9-9-100%$476———
Showing 433 of 433 institutions