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Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares77,339,331 from 62,170,177
Change+15,169,154 (+24%)
Value$3.4B (+$540.7M)
Filed 2026-11-06
Bank of New York Mellon Corp
INCREASED
Shares18,441,673 from 14,380,566
Change+4,061,107 (+28%)
Value$813.1M (+$149.4M)
Filed 2026-11-05
Park Avenue Securities LLC
INCREASED
Shares15,696,885 from 12,913,640
Change+2,783,245 (+22%)
Value$692.1K (-$595.3M)
Filed 2026-10-26
SigFig Wealth Management, LLC
INCREASED
Shares6,051,951 from 5,503,503
Change+548,448 (+10%)
Value$266.8M (+$11.9M)
Filed 2026-10-07
Kestra Investment Management, LLC
INCREASED
Shares5,560,977 from 5,336,406
Change+224,571 (+4%)
Value$245.2M (-$1.1M)
Filed 2026-11-04
JB Capital LLC
INCREASED
Shares4,325,678 from 3,518,337
Change+807,341 (+23%)
Value$190.7M (+$28.3M)
Filed 2026-10-19
First Command Advisory Services, Inc.
INCREASED
Shares4,280,757 from 3,635,592
Change+645,165 (+18%)
Value$188.7M (+$21.0M)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares3,214,129 from 2,594,856
Change+619,273 (+24%)
Value$141.7M (+$22.0M)
Filed 2026-10-08
Mason & Associates, LLC
INCREASED
Shares3,031,334 from 2,945,948
Change+85,386 (+3%)
Value$133.7M (-$2.3M)
Filed 2026-10-26
Truist Financial Corp
INCREASED
Shares3,004,017 from 2,309,950
Change+694,067 (+30%)
Value$132.4M (+$25.8M)
Filed 2026-10-30
Sofi Wealth, LLC
INCREASED
Shares2,685,798 from 1,615,903
Change+1,069,895 (+66%)
Value$118.4M (+$43.8M)
Filed 2026-10-27
Thrivent Financial for Lutherans
INCREASED
Shares2,624,238 from 2,430,055
Change+194,183 (+8%)
Value$115.6M (+$3.3M)
Filed 2026-11-05
Vise Technologies, Inc.
INCREASED
Shares2,561,085 from 1,557,969
Change+1,003,116 (+64%)
Value$112.9M (+$41.0M)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares2,494,233 from 2,054,359
Change+439,874 (+21%)
Value$110.0K (-$94.7M)
Filed 2026-11-02
Allworth Financial LP
INCREASED
Shares2,434,284 from 2,025,050
Change+409,234 (+20%)
Value$112.3M (+$18.9M)
Filed 2026-11-06
Kestra Advisory Services, LLC
INCREASED
Shares2,423,130 from 1,354,854
Change+1,068,276 (+79%)
Value$106.8M (+$44.3M)
Filed 2026-11-02
Assetmark, Inc
INCREASED
Shares2,246,102 from 2,161,917
Change+84,185 (+4%)
Value$99.0M (-$741.8K)
Filed 2026-10-21
Symmetry Partners, LLC
DECREASED
Shares2,131,318 from 2,223,177
Change-91,859 (-4%)
Value$94.0M (-$8.6M)
Filed 2026-10-27
Fifth Third Bancorp
INCREASED
Shares2,121,715 from 1,980,257
Change+141,458 (+7%)
Value$93.5M (+$2.2M)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
INCREASED
Shares2,037,669 from 608,522
Change+1,429,147 (+235%)
Value$89.8M (+$61.8M)
Filed 2026-10-16
Compass Ion Advisors, LLC
INCREASED
Shares1,881,906 from 1,789,088
Change+92,818 (+5%)
Value$83.0M (+$406.8K)
Filed 2026-10-23
Prime Capital Investment Advisors, LLC
INCREASED
Shares1,779,222 from 1,657,922
Change+121,300 (+7%)
Value$78.4M (+$1.9M)
Filed 2026-10-20
Atria Investments, Inc
INCREASED
Shares1,690,471 from 1,381,084
Change+309,387 (+22%)
Value$74.5M (+$10.8M)
Filed 2026-10-15
Commonwealth Equity Services, LLC
DECREASED
Shares1,664,867 from 3,207,478
Change-1,542,611 (-48%)
Value$73.4M (-$74.6M)
Filed 2026-11-02
Heck Capital Advisors, LLC
INCREASED
Shares1,659,822 from 105,140
Change+1,554,682 (+1479%)
Value$73.2M (+$68.3M)
Filed 2026-10-14
Stone House Investment Management, LLC
INCREASED
Shares1,652,914 from 1,302,975
Change+349,939 (+27%)
Value$72.9M (+$12.7M)
Filed 2026-10-23
Univest Financial Corp
INCREASED
Shares1,647,982 from 1,278,847
Change+369,135 (+29%)
Value$72.7M (+$13.6M)
Filed 2026-11-05
Apella Capital, LLC
INCREASED
Shares1,626,651 from 1,382,574
Change+244,077 (+18%)
Value$71.6M (+$8.3M)
Filed 2026-10-08
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares1,624,870 from 1,177,018
Change+447,852 (+38%)
Value$71.6M (+$17.3M)
Filed 2026-10-13
Affinity Capital Advisors, LLC
INCREASED
Shares1,616,979 from 1,435,965
Change+181,014 (+13%)
Value$71.4M (+$5.3M)
Filed 2026-10-13
Global Strategic Investment Solutions, LLC
INCREASED
Shares1,608,183 from 1,498,899
Change+109,284 (+7%)
Value$70.9M (+$1.7M)
Filed 2026-10-16
Baker Avenue Asset Management, LP
INCREASED
Shares1,606,182 from 1,561,092
Change+45,090 (+3%)
Value$70.8M (-$1.2M)
Filed 2026-11-06
Pacific Capital Wealth Advisors, Inc.
INCREASED
Shares1,597,732 from 4,755
Change+1,592,977 (+33501%)
Value$70.4M (+$70.2M)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares1,512,432 from 859,965
Change+652,467 (+76%)
Value$66.8M (+$27.4M)
Filed 2026-10-13
PNC Financial Services Group, Inc.
INCREASED
Shares1,476,361 from 1,467,812
Change+8,549 (+1%)
Value$65.1M (-$2.6M)
Filed 2026-11-06
MGO One Seven LLC
INCREASED
Shares1,294,589 from 1,199,447
Change+95,142 (+8%)
Value$57.1M (+$1.7M)
Filed 2026-10-28
Perigon Wealth Management, LLC
INCREASED
Shares1,294,158 from 911,989
Change+382,169 (+42%)
Value$57.1M (+$15.0M)
Filed 2026-10-22
SteelPeak Wealth, LLC
DECREASED
Shares1,291,212 from 1,376,841
Change-85,629 (-6%)
Value$56.9M (-$6.6M)
Filed 2026-10-16
Integrity Alliance, Llc.
INCREASED
Shares1,242,122 from 1,161,836
Change+80,286 (+7%)
Value$54.8M (+$1.1M)
Filed 2026-10-29
Strategic Blueprint, LLC
INCREASED
Shares1,225,991 from 1,001,508
Change+224,483 (+22%)
Value$54.1M (+$7.8M)
Filed 2026-10-22
Sharkey, Howes & Javer
INCREASED
Shares1,200,991 from 1,199,567
Change+1,424 (+0%)
Value$53.0M (-$2.4M)
Filed 2026-10-22
Stash Investments, LLC
INCREASED
Shares1,200,766 from 1,108,163
Change+92,603 (+8%)
Value$52.9M (+$1.8M)
Filed 2026-10-26
Trek Financial, LLC
INCREASED
Shares1,176,990 from 906,801
Change+270,189 (+30%)
Value$51.9M (+$10.0M)
Filed 2026-10-29
Regions Financial Corp
INCREASED
Shares1,176,094 from 1,119,089
Change+57,005 (+5%)
Value$51.9M (+$208.0K)
Filed 2026-11-05
Diversify Wealth Management, LLC
INCREASED
Shares1,169,815 from 673,999
Change+495,816 (+74%)
Value$52.0M (+$21.3M)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares1,169,815 from 673,999
Change+495,816 (+74%)
Value$52.0M (+$21.3M)
Filed 2026-10-20
Horst & Graben Wealth Management LLC
INCREASED
Shares1,154,896 from 940,182
Change+214,714 (+23%)
Value$50.9M (+$7.7M)
Filed 2026-11-02
Avidian Wealth Enterprises, LLC
DECREASED
Shares1,107,132 from 1,146,437
Change-39,305 (-3%)
Value$48.8M (-$4.1M)
Filed 2026-10-08
Johnson Bixby & Associates, LLC
INCREASED
Shares1,106,135 from 1,025,312
Change+80,823 (+8%)
Value$48.8M (+$1.5M)
Filed 2026-10-14
One Advisory Partners, LLC
INCREASED
Shares1,041,065 from 787,646
Change+253,419 (+32%)
Value$45.9M (+$9.6M)
Filed 2026-10-22
Merit Financial Group, LLC
INCREASED
Shares993,601 from 491,505
Change+502,096 (+102%)
Value$43.8M (+$21.1M)
Filed 2026-11-06
Keybank National Association
DECREASED
Shares978,319 from 998,099
Change-19,780 (-2%)
Value$43.1M (-$2.9M)
Filed 2026-11-04
Spire Wealth Management
DECREASED
Shares856,892 from 868,483
Change-11,591 (-1%)
Value$37.8M (-$2.3M)
Filed 2026-10-30
Brookstone Capital Management
INCREASED
Shares856,353 from 826,609
Change+29,744 (+4%)
Value$37.8M (-$391.4K)
Filed 2026-10-22
Elevation Wealth Partners, LLC
INCREASED
Shares820,424 from 777,144
Change+43,280 (+6%)
Value$36.2M (+$307.3K)
Filed 2026-10-07
Bay Harbor Wealth Management, LLC
INCREASED
Shares724,429 from 588,169
Change+136,260 (+23%)
Value$31.9M (+$4.8M)
Filed 2026-11-03
Simplicity Wealth,LLC
INCREASED
Shares722,797 from 400,169
Change+322,628 (+81%)
Value$31.9M (+$13.4M)
Filed 2026-10-23
Blue Trust, Inc.
INCREASED
Shares721,120 from 557,737
Change+163,383 (+29%)
Value$31.8M (+$6.1M)
Filed 2026-10-15
Skyline Advisors, Inc.
INCREASED
Shares699,879 from 650,653
Change+49,226 (+8%)
Value$30.9M (+$830.0K)
Filed 2026-11-03
Citigroup Inc
INCREASED
Shares682,119 from 311,852
Change+370,267 (+119%)
Value$30.1M (+$15.7M)
Filed 2026-11-04
Landmark Wealth Management, Inc.
DECREASED
Shares681,861 from 728,740
Change-46,879 (-6%)
Value$30.1M (-$3.6M)
Filed 2026-11-04
KWB Wealth
INCREASED
Shares667,944 from 533,978
Change+133,966 (+25%)
Value$29.4M (+$4.8M)
Filed 2026-10-16
Compound Planning, Inc.
DECREASED
Shares657,099 from 720,843
Change-63,744 (-9%)
Value$29.0M (-$4.3M)
Filed 2026-11-05
Apollon Wealth Management, LLC
INCREASED
Shares620,602 from 302,827
Change+317,775 (+105%)
Value$27.4M (+$13.4M)
Filed 2026-10-23
West Wealth Group, LLC
INCREASED
Shares615,223 from 468,155
Change+147,068 (+31%)
Value$27.1M (+$5.5M)
Filed 2026-10-14
CFS Investment Advisory Services, LLC
INCREASED
Shares605,150 from 480,540
Change+124,610 (+26%)
Value$26.6M (+$4.6M)
Filed 2026-10-19
Sovran Advisors, LLC
INCREASED
Shares576,615 from 434,972
Change+141,643 (+33%)
Value$25.8M (+$6.0M)
Filed 2026-11-02
Apeiron RIA LLC
INCREASED
Shares557,270 from 290,351
Change+266,919 (+92%)
Value$24.5M (+$11.1M)
Filed 2026-10-08
Hoxton Planning & Management, LLC
INCREASED
Shares521,252 from 418,886
Change+102,366 (+24%)
Value$23.0M (+$3.7M)
Filed 2026-10-15
Elevated Financial Group LLC
DECREASED
Shares499,211 from 563,378
Change-64,167 (-11%)
Value$22.0M (-$4.0M)
Filed 2026-10-16
Claro Advisors Inc.
INCREASED
Shares478,913 from 392,139
Change+86,774 (+22%)
Value$21.1M (+$3.0M)
Filed 2026-11-02
Creative Planning
DECREASED
Shares470,581 from 491,465
Change-20,884 (-4%)
Value$20.7M (-$1.9M)
Filed 2026-11-02
Endeavor Private Wealth, Inc.
INCREASED
Shares439,797 from 419,748
Change+20,049 (+5%)
Value$19.4M (+$19.2K)
Filed 2026-11-05
Financial Life Advisors
INCREASED
Shares433,116 from 369,768
Change+63,348 (+17%)
Value$19.1M (+$2.0M)
Filed 2026-10-14
Cornerstone Planning Group LLC
INCREASED
Shares391,984 from 339,310
Change+52,674 (+16%)
Value$17.3M (+$1.9M)
Filed 2026-10-16
Csenge Advisory Group
INCREASED
Shares380,514 from 303,018
Change+77,496 (+26%)
Value$16.8M (+$2.8M)
Filed 2026-11-04
SWP Financial LLC
INCREASED
Shares359,494 from 298,965
Change+60,529 (+20%)
Value$15.9M (+$2.1M)
Filed 2026-10-23
Firestone Capital Management
INCREASED
Shares357,428 from 354,450
Change+2,978 (+1%)
Value$15.8M (-$598.9K)
Filed 2026-11-03
VestGen Advisors, LLC
INCREASED
Shares355,600 from 333,795
Change+21,805 (+7%)
Value$15.7M (+$273.7K)
Filed 2026-10-27
Worth Asset Management, LLC
NEW
Shares355,511
Change+355,511
Value$15.7M
Filed 2026-10-07
Ashton Thomas Securities, LLC
NEW
Shares354,544
Change+354,544
Value$15.6M
Filed 2026-10-26
Focus Financial Network, Inc.
INCREASED
Shares354,210 from 284,602
Change+69,608 (+24%)
Value$15.6M (+$2.5M)
Filed 2026-10-14
Advus Financial Partners, LLC
INCREASED
Shares343,410 from 321,928
Change+21,482 (+7%)
Value$15.1M (+$284.0K)
Filed 2026-10-20
Lodestar Private Asset Management LLC
DECREASED
Shares341,938 from 354,689
Change-12,751 (-4%)
Value$15.1M (-$1.3M)
Filed 2026-10-26
Ascentis Independent Advisors
NEW
Shares328,551
Change+328,551
Value$14.5M
Filed 2026-11-03
Security Financial Services, Inc.
INCREASED
Shares325,467 from 276,857
Change+48,610 (+18%)
Value$14.3M (+$1.6M)
Filed 2026-10-29
TSA Wealth Managment LLC
INCREASED
Shares319,212 from 239,010
Change+80,202 (+34%)
Value$14.1M (+$3.0M)
Filed 2026-10-22
D.A. Davidson & Co.
DECREASED
Shares312,575 from 313,806
Change-1,231 (0%)
Value$13.8M (-$700.7K)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED
Shares309,758 from 209,211
Change+100,547 (+48%)
Value$13.7M (+$4.0M)
Filed 2026-11-03
One Wealth Capital Management, LLC
INCREASED
Shares305,122 from 294,799
Change+10,323 (+4%)
Value$13.5M (-$152.2K)
Filed 2026-10-23
Alterna Wealth Management, Inc
INCREASED
Shares292,557 from 253,902
Change+38,655 (+15%)
Value$12.9M (+$1.2M)
Filed 2026-10-27
Elevation Point Wealth Partners, LLC
INCREASED
Shares289,941 from 241,668
Change+48,273 (+20%)
Value$12.8M (+$1.6M)
Filed 2026-11-05
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares286,432 from 286,916
Change-484 (0%)
Value$12.6M (-$612.4K)
Filed 2026-10-30
Beacon Capital Management, LLC
INCREASED
Shares282,347 from 101,980
Change+180,367 (+177%)
Value$12.4M (+$7.7M)
Filed 2026-10-23
Galvin, Gaustad & Stein, LLC
INCREASED
Shares270,678 from 263,589
Change+7,089 (+3%)
Value$11.9M (-$230.4K)
Filed 2026-10-08
Polaris Investment Advisors, LLC
INCREASED
Shares268,828 from 212,398
Change+56,430 (+27%)
Value$11.9M (+$2.1M)
Filed 2026-10-20
Cypress Wealth Services, LLC
INCREASED
Shares265,040 from 212,533
Change+52,507 (+25%)
Value$11.7M (+$1.9M)
Filed 2026-10-21
PFG Advisors
INCREASED
Shares257,772 from 233,566
Change+24,206 (+10%)
Value$11.4M (+$586.1K)
Filed 2026-10-16
Centurion Wealth Management LLC
INCREASED
Shares257,150 from 154,257
Change+102,893 (+67%)
Value$11.3M (+$4.2M)
Filed 2026-10-13
Balefire, LLC
INCREASED
Shares256,862 from 120,307
Change+136,555 (+114%)
Value$11.3M (+$5.8M)
Filed 2026-10-09
Atlatl Advisers LLC
INCREASED
Shares256,179 from 248,945
Change+7,234 (+3%)
Value$11.3M (-$193.9K)
Filed 2026-10-22
Leslie Global Wealth, LLC
INCREASED
Shares255,645 from 224,529
Change+31,116 (+14%)
Value$11.3M (+$909.4K)
Filed 2026-10-26
Armor Investment Advisors, LLC
DECREASED
Shares254,665 from 256,207
Change-1,542 (-1%)
Value$11.2M (-$595.8K)
Filed 2026-10-27
Newport Capital Group, LLC
NEW
Shares251,806
Change+251,806
Value$11.4M
Filed 2026-10-16
Legacy Wealth Partners, LLC
INCREASED
Shares250,124 from 239,969
Change+10,155 (+4%)
Value$11.0M (-$46.6K)
Filed 2026-10-15
Lido Advisors, LLC
INCREASED
Shares248,740 from 188,838
Change+59,902 (+32%)
Value$11.0M (+$2.3M)
Filed 2026-11-04
Client 1ST Advisory Group, LLC
INCREASED
Shares246,079 from 230,945
Change+15,134 (+7%)
Value$10.8M (+$191.5K)
Filed 2026-10-19
Tanager Wealth Management LLP
DECREASED
Shares245,100 from 272,363
Change-27,263 (-10%)
Value$10.8M (-$1.8M)
Filed 2026-10-19
Integrity Advisory Solutions, LLC
INCREASED
Shares225,703 from 193,520
Change+32,183 (+17%)
Value$10.0M (+$1.0M)
Filed 2026-10-29
Sagespring Wealth Partners, LLC
INCREASED
Shares223,477 from 171,994
Change+51,483 (+30%)
Value$9.9M (+$1.9M)
Filed 2026-10-22
J.M. Arbour, LLC
INCREASED
Shares220,375 from 173,800
Change+46,575 (+27%)
Value$9.7M (+$1.7M)
Filed 2026-11-05
Pinion Investment Advisors, LLC
INCREASED
Shares216,732 from 191,311
Change+25,421 (+13%)
Value$9.6M (+$726.7K)
Filed 2026-11-04
Quattro Financial Advisors LLC
DECREASED
Shares211,891 from 213,089
Change-1,198 (-1%)
Value$9.3M (-$491.8K)
Filed 2026-10-15
Portfolio Resources Advisor Group, Inc.
INCREASED
Shares210,044 from 172,509
Change+37,535 (+22%)
Value$9.3M (+$1.3M)
Filed 2026-10-20
Verus Capital Partners, LLC
INCREASED
Shares208,654 from 168,241
Change+40,413 (+24%)
Value$9.2M (+$1.4M)
Filed 2026-11-03
New Capital Management LP
INCREASED
Shares207,159 from 196,719
Change+10,440 (+5%)
Value$9.1M (+$55.1K)
Filed 2026-10-29
B. Riley Wealth Advisors, Inc.
INCREASED
Shares200,845 from 167,394
Change+33,451 (+20%)
Value$8.9M (+$1.1M)
Filed 2026-10-13
Diversified Portfolios, Inc.
INCREASED
Shares199,534 from 155,148
Change+44,386 (+29%)
Value$8.8M (+$1.6M)
Filed 2026-11-04
Bensler, LLC
DECREASED
Shares195,540 from 230,170
Change-34,630 (-15%)
Value$8.6M (-$2.0M)
Filed 2026-11-05
BCU Wealth Advisors, LLC
INCREASED
Shares189,424 from 172,845
Change+16,579 (+10%)
Value$8.4M (+$374.9K)
Filed 2026-10-16
Independent Financial Group, LLC
INCREASED
Shares186,096 from 179,345
Change+6,751 (+4%)
Value$8.2M (-$71.8K)
Filed 2026-10-13
Orgel Wealth Management, LLC
DECREASED
Shares184,975 from 197,945
Change-12,970 (-7%)
Value$8.2M (-$979.6K)
Filed 2026-10-14
Rossby Financial, LCC
INCREASED
Shares183,640 from 41,466
Change+142,174 (+343%)
Value$8.1M (+$6.2M)
Filed 2026-11-05
PCG Asset Management, LLC
NEW
Shares181,366
Change+181,366
Value$8.0M
Filed 2026-11-05
Royal Fund Management, LLC
INCREASED
Shares172,673 from 166,737
Change+5,936 (+4%)
Value$7.6M (-$81.8K)
Filed 2026-10-22
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares167,130 from 139,732
Change+27,398 (+20%)
Value$7.4M (+$920.2K)
Filed 2026-10-14
Swmg, LLC
INCREASED
Shares165,541 from 151,734
Change+13,807 (+9%)
Value$7.4M (+$478.5K)
Filed 2026-10-23
Two West Capital Advisors LLC
INCREASED
Shares165,324 from 127,755
Change+37,569 (+29%)
Value$7.3M (+$1.5M)
Filed 2026-10-15
Xena Financial Planning, LLC
INCREASED
Shares163,176 from 147,870
Change+15,306 (+10%)
Value$7.2M (+$370.2K)
Filed 2026-10-13
SAX Wealth Advisors, LLC
INCREASED
Shares162,383 from 134,724
Change+27,659 (+21%)
Value$7.2M (+$936.6K)
Filed 2026-10-13
Randall & Associates Wealth Management
INCREASED
Shares162,150 from 154,526
Change+7,624 (+5%)
Value$7.1M (+$17.8K)
Filed 2026-10-20
JFS Wealth Advisors, LLC
INCREASED
Shares159,312 from 128,757
Change+30,555 (+24%)
Value$7.0M (+$1.1M)
Filed 2026-11-03
Valley National Advisers Inc
DECREASED
Shares153,441 from 362,856
Change-209,415 (-58%)
Value$6.8M (-$10.0M)
Filed 2026-10-23
Lifelong Wealth Advisors, Inc.
INCREASED
Shares150,425 from 135,297
Change+15,128 (+11%)
Value$6.6M (+$388.3K)
Filed 2026-10-19
Alliance Private Wealth, LLC
INCREASED
Shares149,129 from 149,110
Change+19 (+0%)
Value$6.6M (-$306.3K)
Filed 2026-10-20
CoreCap Advisors, LLC
INCREASED
Shares147,578 from 117,737
Change+29,841 (+25%)
Value$6.5M (+$1.1M)
Filed 2026-10-08
Absolute Capital Management, LLC
INCREASED
Shares138,135 from 104,161
Change+33,974 (+33%)
Value$6.1M (+$1.3M)
Filed 2026-10-16
First Heartland Consultants, Inc.
INCREASED
Shares136,140 from 110,333
Change+25,807 (+23%)
Value$6.0M (+$910.6K)
Filed 2026-10-08
Forte Asset Management LLC
INCREASED
Shares135,849 from 103,695
Change+32,154 (+31%)
Value$6.0M (+$1.2M)
Filed 2026-10-13
FFG Retirement Advisors LLC
DECREASED
Shares135,811 from 138,732
Change-2,921 (-2%)
Value$6.0M (-$414.6K)
Filed 2026-10-20
WealthPLAN Partners, LLC
INCREASED
Shares134,855 from 106,293
Change+28,562 (+27%)
Value$5.9M (+$1.0M)
Filed 2026-10-15
Asset One Wealth Management LLC
INCREASED
Shares133,081 from 7,816
Change+125,265 (+1603%)
Value$5.9M (+$5.5M)
Filed 2026-11-02
Parallel Advisors, LLC
INCREASED
Shares130,863 from 42,451
Change+88,412 (+208%)
Value$5.8M (+$3.8M)
Filed 2026-11-03
Westside Investment Management, Inc.
DECREASED
Shares129,210 from 130,378
Change-1,168 (-1%)
Value$5.7M (-$321.1K)
Filed 2026-11-02
Entrust Financial LLC
NEW
Shares127,136
Change+127,136
Value$5.6M
Filed 2026-11-04
Balance Wealth Partners LLC
INCREASED
Shares124,744 from 100,699
Change+24,045 (+24%)
Value$5.5M (+$852.7K)
Filed 2026-10-27
Able Wealth Management LLC
INCREASED
Shares123,844 from 120,297
Change+3,547 (+3%)
Value$5.4M (-$112.1K)
Filed 2026-10-13
Retirement Wealth Solutions LLC
INCREASED
Shares122,211 from 98,948
Change+23,263 (+24%)
Value$5.4M (+$821.9K)
Filed 2026-10-07
RFG Advisory, LLC
INCREASED
Shares121,669 from 119,805
Change+1,864 (+2%)
Value$5.4M (-$164.6K)
Filed 2026-11-03
Equity Wealth Partners, LLC
INCREASED
Shares121,173 from 119,930
Change+1,243 (+1%)
Value$5.3M (-$192.3K)
Filed 2026-10-26
IFP Advisors, Inc
INCREASED
Shares121,053 from 112,010
Change+9,043 (+8%)
Value$5.3M (+$168.0K)
Filed 2026-10-16
Saxony Capital Management, LLC
INCREASED
Shares119,177 from 95,847
Change+23,330 (+24%)
Value$5.3M (+$831.2K)
Filed 2026-10-15
Tempus Wealth Planning, LLC
INCREASED
Shares118,913 from 83,511
Change+35,402 (+42%)
Value$5.2M (+$1.4M)
Filed 2026-10-14
ASL Financial, LLC
INCREASED
Shares118,598 from 83,853
Change+34,745 (+41%)
Value$5.2M (+$1.4M)
Filed 2026-10-15
WealthPoint Financial, LLC
INCREASED
Shares117,584 from 100,866
Change+16,718 (+17%)
Value$5.2M (+$529.3K)
Filed 2026-11-03
Clear Creek Financial Management, LLC
DECREASED
Shares117,393 from 119,621
Change-2,228 (-2%)
Value$5.2M (-$344.7K)
Filed 2026-10-28
Range Financial Group LLC
INCREASED
Shares117,348 from 74,642
Change+42,706 (+57%)
Value$5.2M (+$1.7M)
Filed 2026-10-21
XY Planning Network, Inc.
INCREASED
Shares114,223 from 87,081
Change+27,142 (+31%)
Value$5.0M (+$1.0M)
Filed 2026-10-14
Cassilly Financial Group LLC
INCREASED
Shares113,563 from 94,541
Change+19,022 (+20%)
Value$5.0M (+$643.9K)
Filed 2026-10-07
Gen-Wealth Partners Inc
INCREASED
Shares108,321 from 85,221
Change+23,100 (+27%)
Value$4.8M (+$842.9K)
Filed 2026-11-04
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED
Shares105,345 from 107,688
Change-2,343 (-2%)
Value$4.6M (-$325.2K)
Filed 2026-10-29
B.O.S.S. Retirement Advisors, LLC
INCREASED
Shares104,417 from 97,986
Change+6,431 (+7%)
Value$4.6M (+$81.7K)
Filed 2026-10-26
Savant Capital, LLC
INCREASED
Shares102,076 from 14,690
Change+87,386 (+595%)
Value$4.5M (+$3.8M)
Filed 2026-11-06
Fragasso Financial Advisors Inc
NEW
Shares101,744
Change+101,744
Value$4.5M
Filed 2026-10-13
Aspire Private Capital, LLC
INCREASED
Shares100,904 from 83,349
Change+17,555 (+21%)
Value$4.4M (+$602.3K)
Filed 2026-11-05
Columbus Macro, LLC
INCREASED
Shares99,430 from 52,294
Change+47,136 (+90%)
Value$4.4M (+$2.0M)
Filed 2026-10-14
BOS Asset Management, LLC
DECREASED
Shares98,552 from 99,046
Change-494 (0%)
Value$4.3M (-$225.8K)
Filed 2026-10-09
Maia Wealth LLC
INCREASED
Shares97,502 from 58,794
Change+38,708 (+66%)
Value$4.3M (+$1.6M)
Filed 2026-10-19
Signature Estate & Investment Advisors LLC
INCREASED
Shares93,943 from 76,409
Change+17,534 (+23%)
Value$4.1M (+$615.6K)
Filed 2026-10-13
White Lighthouse Investment Management Inc.
DECREASED
Shares93,479 from 94,329
Change-850 (-1%)
Value$4.1M (-$231.8K)
Filed 2026-10-21
Strategy Asset Managers LLC
INCREASED
Shares93,376 from 89,258
Change+4,118 (+5%)
Value$4.1M (-$2.3K)
Filed 2026-10-14
OpenArc Corporate Advisory, LLC
INCREASED
Shares93,025 from 71,377
Change+21,648 (+30%)
Value$4.1M (+$807.4K)
Filed 2026-10-21
Targeted Financial Services LLC
INCREASED
Shares91,968 from 37,481
Change+54,487 (+145%)
Value$4.1M (+$2.3M)
Filed 2026-10-19
J.W. Cole Advisors, Inc.
INCREASED
Shares91,856 from 76,158
Change+15,698 (+21%)
Value$4.0M (+$535.2K)
Filed 2026-11-05
TMB Capital Partners, LLC
INCREASED
Shares90,325 from 85,530
Change+4,795 (+6%)
Value$4.0M (+$35.2K)
Filed 2026-10-20
Prospera Financial Services Inc
INCREASED
Shares90,155 from 85,349
Change+4,806 (+6%)
Value$4.0M (+$110.0K)
Filed 2026-11-04
Genesis Private Wealth, LLC
INCREASED
Shares89,043 from 79,884
Change+9,159 (+11%)
Value$3.9M (+$239.3K)
Filed 2026-11-02
Pines Wealth Management, LLC
INCREASED
Shares87,862 from 83,493
Change+4,369 (+5%)
Value$3.9M (+$20.6K)
Filed 2026-10-21
Montecito Bank & Trust
INCREASED
Shares84,275 from 81,997
Change+2,278 (+3%)
Value$3.7M (-$68.5K)
Filed 2026-10-01
Signal Advisors Wealth, LLC
INCREASED
Shares83,804 from 71,539
Change+12,265 (+17%)
Value$3.7M (+$393.4K)
Filed 2026-10-13
Renasant Bank
DECREASED
Shares82,934 from 83,135
Change-201 (0%)
Value$3.7M (-$180.1K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
INCREASED
Shares82,455 from 62,964
Change+19,491 (+31%)
Value$3.6M (+$729.7K)
Filed 2026-11-06
Fifth Third Securities, Inc.
INCREASED
Shares81,750 from 62,065
Change+19,685 (+32%)
Value$3.6M (+$740.1K)
Filed 2026-10-21
Worth Financial Advisory Group, LLC
INCREASED
Shares81,279 from 79,433
Change+1,846 (+2%)
Value$3.6M (-$82.3K)
Filed 2026-10-19
Centerline Wealth Advisors, LLC
INCREASED
Shares81,175 from 19,079
Change+62,096 (+325%)
Value$3.6M (+$2.7M)
Filed 2026-10-15
RDA Financial Network
INCREASED
Shares77,772 from 60,553
Change+17,219 (+28%)
Value$3.4M (+$634.4K)
Filed 2026-10-15
Professional Financial Advisors, LLC
INCREASED
Shares76,142 from 61,667
Change+14,475 (+23%)
Value$3.4M (+$511.2K)
Filed 2026-10-13
FC Advisory LLC
INCREASED
Shares74,677 from 65,789
Change+8,888 (+14%)
Value$3.3M (+$256.4K)
Filed 2026-10-05
JHP Wealth Management, LLC
NEW
Shares74,605
Change+74,605
Value$3.3M
Filed 2026-11-06
Capital Investment Advisory Services, LLC
INCREASED
Shares74,218 from 52,748
Change+21,470 (+41%)
Value$3.3M (+$841.7K)
Filed 2026-10-30
Merited Wealth, LLC
INCREASED
Shares73,263 from 72,653
Change+610 (+1%)
Value$3.2M (-$122.8K)
Filed 2026-10-13
Hobbs Wealth Management, LLC
INCREASED
Shares72,681 from 59,903
Change+12,778 (+21%)
Value$3.2M (+$440.0K)
Filed 2026-10-20
FWG Investments, Llc.
INCREASED
Shares72,485 from 42,136
Change+30,349 (+72%)
Value$3.2M (+$1.3M)
Filed 2026-11-03
Seneca Financial Advisors LLC
INCREASED
Shares71,870 from 66,428
Change+5,442 (+8%)
Value$3.2M (+$103.1K)
Filed 2026-10-28
Private Trust Co NA
INCREASED
Shares69,716 from 54,652
Change+15,064 (+28%)
Value$3.1M (+$551.6K)
Filed 2026-10-20
W Advisors, LLC
INCREASED
Shares69,600 from 62,058
Change+7,542 (+12%)
Value$3.1M (+$204.7K)
Filed 2026-11-02
Merkkuri Wealth Advisors LLC
INCREASED
Shares69,046 from 54,166
Change+14,880 (+27%)
Value$3.0M (+$544.5K)
Filed 2026-11-03
Capital Square, LLC
INCREASED
Shares68,027 from 57,772
Change+10,255 (+18%)
Value$3.0M (+$356.8K)
Filed 2026-10-19
Mather Group, Llc.
INCREASED
Shares67,416 from 42,427
Change+24,989 (+59%)
Value$3.0M (+$1.0M)
Filed 2026-10-14
Ascentis Wealth Management, LLC
INCREASED
Shares67,132 from 44,765
Change+22,367 (+50%)
Value$3.0M (+$893.9K)
Filed 2026-11-03
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares67,016 from 47,728
Change+19,288 (+40%)
Value$3.0M (+$752.1K)
Filed 2026-10-16
Apollon Financial, LLC
INCREASED
Shares66,864 from 62,631
Change+4,233 (+7%)
Value$2.9M (+$57.6K)
Filed 2026-10-23
Visionary Horizons, LLC
INCREASED
Shares66,178 from 51,685
Change+14,493 (+28%)
Value$2.9M (+$532.5K)
Filed 2026-10-22
Archer Investment Management, LLC
INCREASED
Shares65,973 from 28,591
Change+37,382 (+131%)
Value$2.9M (+$1.6M)
Filed 2026-10-13
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares65,959 from 56,291
Change+9,668 (+17%)
Value$2.9M (+$310.3K)
Filed 2026-10-14
LifeSteps Financial, Inc.
INCREASED
Shares65,858 from 6,839
Change+59,019 (+863%)
Value$2.9M (+$2.6M)
Filed 2026-10-15
Sigma Planning Corp
INCREASED
Shares65,573 from 55,332
Change+10,241 (+19%)
Value$2.9M (+$348.0K)
Filed 2026-10-23
Cape Investment Advisory, Inc.
INCREASED
Shares65,067 from 54,060
Change+11,007 (+20%)
Value$2.9M (+$373.9K)
Filed 2026-10-13
Secure Asset Management, LLC
DECREASED
Shares64,953 from 77,580
Change-12,627 (-16%)
Value$2.9M (-$716.5K)
Filed 2026-10-19
KFA Private Wealth Group, LLC
DECREASED
Shares64,371 from 66,258
Change-1,887 (-3%)
Value$2.8M (-$219.7K)
Filed 2026-10-07
Advisory Solutions Group, LLC
INCREASED
Shares64,143 from 63,276
Change+867 (+1%)
Value$2.8M (-$92.1K)
Filed 2026-10-14
M Holdings Securities, Inc.
INCREASED
Shares63,814 from 58,217
Change+5,597 (+10%)
Value$2.8K (-$2.7M)
Filed 2026-11-03
Davenport & Co LLC
DECREASED
Shares63,518 from 64,173
Change-655 (-1%)
Value$2.8M (-$161.1K)
Filed 2026-10-14
Sutton Place Investors LLC
INCREASED
Shares63,371 from 49,293
Change+14,078 (+29%)
Value$2.8M (+$519.2K)
Filed 2026-10-20
Sculati Wealth Management, LLC
DECREASED
Shares62,797 from 65,368
Change-2,571 (-4%)
Value$2.8M (-$220.7K)
Filed 2026-10-19
Sound Income Strategies, LLC
DECREASED
Shares62,692 from 69,592
Change-6,900 (-10%)
Value$2.8M (-$444.4K)
Filed 2026-10-09
Beacon Financial Advisory LLC
INCREASED
Shares60,228 from 46,020
Change+14,208 (+31%)
Value$2.7M (+$531.7K)
Filed 2026-10-16
Moneywise, Inc.
DECREASED
Shares60,159 from 64,798
Change-4,639 (-7%)
Value$2.7M (-$338.0K)
Filed 2026-10-30
Firethorn Wealth Partners, LLC
INCREASED
Shares59,547 from 56,990
Change+2,557 (+4%)
Value$2.6M (-$4.6K)
Filed 2026-10-14
Parkway Wealth Management Group, LLC
INCREASED
Shares59,529 from 23,142
Change+36,387 (+157%)
Value$2.6M (+$1.6M)
Filed 2026-10-20
Kroeger Financial Partners
DECREASED
Shares59,433 from 61,361
Change-1,928 (-3%)
Value$2.6M (-$211.4K)
Filed 2026-10-19
Golden State Wealth Management, LLC
INCREASED
Shares58,276 from 45,309
Change+12,967 (+29%)
Value$2.6M (+$478.4K)
Filed 2026-11-02
Life Planning Partners, Inc
DECREASED
Shares58,023 from 71,639
Change-13,616 (-19%)
Value$2.6M (-$747.9K)
Filed 2026-10-28
LifeWealth Investments, LLC
NEW
Shares57,950
Change+57,950
Value$2.6M
Filed 2026-10-21
Cornerstone Advisors Asset Management, LLC
UNCHANGED
Shares57,342 from 57,342
Change0 (0%)
Value$2.5M (-$118.1K)
Filed 2026-11-06
Nations Financial Group Inc,
INCREASED
Shares57,222 from 51,169
Change+6,053 (+12%)
Value$2.5M (+$161.5K)
Filed 2026-11-05
BridgePort Financial Solutions, LLC
INCREASED
Shares55,833 from 47,384
Change+8,449 (+18%)
Value$2.5M (+$274.9K)
Filed 2026-11-02
Cyndeo Wealth Partners, LLC
INCREASED
Shares55,163 from 42,411
Change+12,752 (+30%)
Value$2.4M (+$474.9K)
Filed 2026-10-16
Patriot Investment Management Group, Inc.
DECREASED
Shares54,987 from 55,389
Change-402 (-1%)
Value$2.4M (-$131.8K)
Filed 2026-10-15
Americana Partners, LLC
INCREASED
Shares54,542 from 54,362
Change+180 (+0%)
Value$2.4M (-$104.1K)
Filed 2026-10-28
LongView Wealth Management
INCREASED
Shares53,269 from 43,961
Change+9,308 (+21%)
Value$2.3M (+$319.8K)
Filed 2026-10-19
Wealthstar Advisors, LLC
UNCHANGED
Shares53,125 from 53,125
Change0 (0%)
Value$2.3M (-$109.4K)
Filed 2026-10-19
Legacy Advisory Services, LLC
NEW
Shares52,283
Change+52,283
Value$2.3M
Filed 2026-10-20
Daviman Financial, LLC
DECREASED
Shares52,282 from 129,818
Change-77,536 (-60%)
Value$2.3M (-$3.7M)
Filed 2026-11-06
Central Pacific Bank - Trust Division
INCREASED
Shares52,166 from 51,498
Change+668 (+1%)
Value$2.3M (-$76.6K)
Filed 2026-10-06
Zenith Solutions, Inc.
INCREASED
Shares50,622 from 35,741
Change+14,881 (+42%)
Value$2.2M (+$582.5K)
Filed 2026-10-19
Madson Wealth Advisors Inc
INCREASED
Shares50,179 from 47,003
Change+3,176 (+7%)
Value$2.2M (+$43.2K)
Filed 2026-10-13
Triad Wealth Partners, LLC
INCREASED
Shares49,412 from 45,878
Change+3,534 (+8%)
Value$2.2M (+$97.3K)
Filed 2026-10-26
Blue Capital, Inc.
INCREASED
Shares49,118 from 49,029
Change+89 (+0%)
Value$2.2M (-$97.1K)
Filed 2026-10-13
Kelly Financial Services LLC
INCREASED
Shares48,673 from 36,806
Change+11,867 (+32%)
Value$2.1M (+$447.4K)
Filed 2026-10-20
Legacy Edge Advisors, LLC
INCREASED
Shares48,168 from 45,923
Change+2,245 (+5%)
Value$2.1M (+$4.4K)
Filed 2026-11-06
Creative Financial Designs Inc
INCREASED
Shares47,397 from 38,298
Change+9,099 (+24%)
Value$2.1M (+$322.3K)
Filed 2026-11-04
Moors & Cabot, Inc.
INCREASED
Shares47,279 from 34,612
Change+12,667 (+37%)
Value$2.1M (+$487.2K)
Filed 2026-11-06
Latitude Advisors, LLC
INCREASED
Shares47,241 from 36,617
Change+10,624 (+29%)
Value$2.1M (+$392.9K)
Filed 2026-10-27
Signature Equity Partners, LLC
INCREASED
Shares46,758 from 4,254
Change+42,504 (+999%)
Value$2.1M (+$1.9M)
Filed 2026-10-29
Mosley Wealth Management
DECREASED
Shares45,378 from 51,039
Change-5,661 (-11%)
Value$2.0M (-$337.5K)
Filed 2026-10-16
Whipplewood Advisors, LLC
NEW
Shares44,764
Change+44,764
Value$2.0M
Filed 2026-10-20
Trust Point Inc.
NEW
Shares44,556
Change+44,556
Value$2.0M
Filed 2026-10-27
LiftPoint Family Wealth Advisors LLC
INCREASED
Shares42,668 from 33,868
Change+8,800 (+26%)
Value$1.9M (+$318.2K)
Filed 2026-11-03
Cap Partners, LLC
INCREASED
Shares41,885 from 38,389
Change+3,496 (+9%)
Value$1.8M (+$75.0K)
Filed 2026-10-19
Lpwm LLC
UNCHANGED
Shares41,822 from 41,822
Change0 (0%)
Value$1.8M (-$86.2K)
Filed 2026-10-20
Hoese & Co LLP
DECREASED
Shares41,074 from 41,966
Change-892 (-2%)
Value$1.8M (-$125.8K)
Filed 2026-10-21
Lockerman Financial Group, Inc.
INCREASED
Shares41,058 from 32,635
Change+8,423 (+26%)
Value$1.8M (+$304.2K)
Filed 2026-10-19
MSH Capital Advisors LLC
INCREASED
Shares40,870 from 36,897
Change+3,973 (+11%)
Value$1.8M (+$99.2K)
Filed 2026-11-03
Cooper Financial Group
DECREASED
Shares39,426 from 39,882
Change-456 (-1%)
Value$1.7M (-$102.3K)
Filed 2026-10-07
EverSource Wealth Advisors, LLC
INCREASED
Shares37,829 from 31,831
Change+5,998 (+19%)
Value$1.7M (+$198.9K)
Filed 2026-11-04
Braun-Bostich & Associates Inc.
INCREASED
Shares37,303 from 10,242
Change+27,061 (+264%)
Value$1.6M (+$1.2M)
Filed 2026-10-20
Omni 360 Wealth, Inc.
INCREASED
Shares36,996 from 35,775
Change+1,221 (+3%)
Value$1.6M (-$19.9K)
Filed 2026-10-13
MN Wealth Advisors, LLC
INCREASED
Shares36,520 from 30,213
Change+6,307 (+21%)
Value$1.6M (+$215.8K)
Filed 2026-10-23
Lloyd Advisory Services, Llc.
INCREASED
Shares35,901 from 13,931
Change+21,970 (+158%)
Value$1.6M (+$940.0K)
Filed 2026-11-02
Quartz Partners, LLC
INCREASED
Shares35,703 from 28,231
Change+7,472 (+26%)
Value$1.6M (+$271.3K)
Filed 2026-11-03
Wedbush Securities Inc
INCREASED
Shares35,260 from 30,478
Change+4,782 (+16%)
Value$1.6K (-$1.4M)
Filed 2026-10-22
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares34,856 from 28,685
Change+6,171 (+22%)
Value$1.5M (+$213.0K)
Filed 2026-10-16
LCW Services, LLC
INCREASED
Shares34,292 from 32,589
Change+1,703 (+5%)
Value$1.5M (+$8.0K)
Filed 2026-10-21
Arwa LLC
DECREASED
Shares34,142 from 36,242
Change-2,100 (-6%)
Value$1.5M (-$150.1K)
Filed 2026-10-21
Robertson Stephens Wealth Management, LLC
INCREASED
Shares33,681 from 21,175
Change+12,506 (+59%)
Value$1.5M (+$507.8K)
Filed 2026-10-16
Farrell Financial LLC
DECREASED
Shares32,792 from 33,783
Change-991 (-3%)
Value$1.4M (-$113.3K)
Filed 2026-10-16
US Bancorp \de\
DECREASED
Shares32,553 from 68,789
Change-36,236 (-53%)
Value$1.4M (-$1.7M)
Filed 2026-11-05
Vested Financial Planning, LLC
DECREASED
Shares32,040 from 34,155
Change-2,115 (-6%)
Value$1.4M (-$163.6K)
Filed 2026-10-28
Caliber Wealth Management, LLC / KS
INCREASED
Shares31,757 from 30,336
Change+1,421 (+5%)
Value$1.4M (+$155)
Filed 2026-11-04
Align Financial, LLC
DECREASED
Shares31,570 from 73,175
Change-41,605 (-57%)
Value$1.4M (-$2.0M)
Filed 2026-10-16
RCS Financial Planning, LLC
DECREASED
Shares31,280 from 33,269
Change-1,989 (-6%)
Value$1.4M (-$156.2K)
Filed 2026-10-14
Arcadia Wealth Management, LLC
INCREASED
Shares30,606 from 5,320
Change+25,286 (+475%)
Value$1.3M (+$1.1M)
Filed 2026-10-22
Raleigh Capital Management Inc.
INCREASED
Shares30,517 from 23,779
Change+6,738 (+28%)
Value$1.3M (+$248.1K)
Filed 2026-10-28
Clearstead Advisors, LLC
DECREASED
Shares30,494 from 32,545
Change-2,051 (-6%)
Value$1.3M (-$157.5K)
Filed 2026-11-06
Foster Group, Inc.
INCREASED
Shares30,326 from 29,522
Change+804 (+3%)
Value$1.3M (-$25.4K)
Filed 2026-10-13
Fulcrum Equity Management
INCREASED
Shares29,553 from 20,948
Change+8,605 (+41%)
Value$1.3M (+$336.3K)
Filed 2026-10-21
Spectrum Planning & Advisory Services Inc.
DECREASED
Shares29,549 from 31,503
Change-1,954 (-6%)
Value$1.3M (-$151.1K)
Filed 2026-11-05
Ascent Group, LLC
INCREASED
Shares29,467 from 28,089
Change+1,378 (+5%)
Value$1.3M (+$2.9K)
Filed 2026-10-30
Asempa Wealth Advisors
DECREASED
Shares29,197 from 29,869
Change-672 (-2%)
Value$1.3M (-$92.9K)
Filed 2026-10-07
Klaas Financial Asset Advisors, LLC
DECREASED
Shares28,580 from 29,584
Change-1,004 (-3%)
Value$1.3M (-$105.2K)
Filed 2026-10-19
Uptick Partners, LLC
INCREASED
Shares27,947 from 7,228
Change+20,719 (+287%)
Value$1.2M (+$898.6K)
Filed 2026-11-04
Aegis Wealth Management, Inc.
INCREASED
Shares27,721 from 17,553
Change+10,168 (+58%)
Value$1.2M (+$412.1K)
Filed 2026-10-26
Wealthcare Advisory Partners LLC
NEW
Shares27,655
Change+27,655
Value$1.2M
Filed 2026-10-21
Marino, Stram & Associates LLC
INCREASED
Shares27,220 from 25,664
Change+1,556 (+6%)
Value$1.2M (+$15.7K)
Filed 2026-10-22
Sowell Financial Services LLC
INCREASED
Shares26,453 from 21,773
Change+4,680 (+21%)
Value$1.2M (+$161.5K)
Filed 2026-10-23
Kingswood Wealth Advisors, LLC
INCREASED
Shares26,446 from 24,542
Change+1,904 (+8%)
Value$1.2M (+$33.4K)
Filed 2026-10-23
Stirlingshire Investments, Inc.
INCREASED
Shares25,919 from 21,209
Change+4,710 (+22%)
Value$1.1M (+$164.5K)
Filed 2026-11-05
Semus Wealth Partners LLC
INCREASED
Shares25,888 from 19,813
Change+6,075 (+31%)
Value$1.1M (+$227.0K)
Filed 2026-10-22
WBH Advisory Inc
DECREASED
Shares25,876 from 27,546
Change-1,670 (-6%)
Value$1.1M (-$130.4K)
Filed 2026-11-05
River's Edge Wealth Management, LLC
INCREASED
Shares25,749 from 12,955
Change+12,794 (+99%)
Value$1.1M (+$552.1K)
Filed 2026-10-19
Flagship Harbor Advisors, LLC
INCREASED
Shares25,581 from 15,528
Change+10,053 (+65%)
Value$1.1M (+$411.3K)
Filed 2026-10-26
Smart Wealth LLC
INCREASED
Shares25,558 from 11,065
Change+14,493 (+131%)
Value$1.1M (+$616.2K)
Filed 2026-11-04
Spinnaker Investment Group, LLC
INCREASED
Shares25,494 from 18,575
Change+6,919 (+37%)
Value$1.1M (+$266.8K)
Filed 2026-10-13
RCW Management, LLC
INCREASED
Shares24,980 from 24,760
Change+220 (+1%)
Value$1.1M (-$41.3K)
Filed 2026-10-30
ETF Portfolio Partners, Inc.
DECREASED
Shares24,935 from 25,701
Change-766 (-3%)
Value$1.1M (-$86.7K)
Filed 2026-10-22
LexAurum Advisors, LLC
INCREASED
Shares24,250 from 23,063
Change+1,187 (+5%)
Value$1.1M (+$4.8K)
Filed 2026-10-19
World Equity Group, Inc.
DECREASED
Shares24,163 from 47,087
Change-22,924 (-49%)
Value$1.1M (-$1.1M)
Filed 2026-10-14
Richardson Financial Services Inc.
INCREASED
Shares24,029 from 23,222
Change+807 (+3%)
Value$1.1M (-$12.3K)
Filed 2026-10-30
Valmark Advisers, Inc.
INCREASED
Shares23,986 from 23,512
Change+474 (+2%)
Value$1.1M (-$27.5K)
Filed 2026-11-06
Kelly Financial Group LLC
INCREASED
Shares23,920 from 20,164
Change+3,756 (+19%)
Value$1.1M (+$124.1K)
Filed 2026-10-16
Northland Securities, Inc.
DECREASED
Shares23,908 from 28,385
Change-4,477 (-16%)
Value$1.1M (-$255.9K)
Filed 2026-11-02
Carmel Capital Partners, LLC
NEW
Shares23,871
Change+23,871
Value$1.1M
Filed 2026-11-03
Centennial Advisors, LLC
INCREASED
Shares23,852 from 14,339
Change+9,513 (+66%)
Value$1.1M (+$389.9K)
Filed 2026-10-21
Oregon Pacific Wealth Management, LLC
INCREASED
Shares23,710 from 19,696
Change+4,014 (+20%)
Value$1.0M (+$136.4K)
Filed 2026-10-20
PKS Advisory Services, LLC
UNCHANGED
Shares23,521 from 23,521
Change0 (0%)
Value$1.1M ($0)
Filed 2026-10-26
Keystone Wealth Services, LLC
INCREASED
Shares23,120 from 23,112
Change+8 (+0%)
Value$1.0M (-$46.1K)
Filed 2026-11-03
Accurate Wealth Management, LLC
INCREASED
Shares21,833 from 19,901
Change+1,932 (+10%)
Value$964.8K (+$54.5K)
Filed 2026-10-20
Heritage Family Offices, LLP
INCREASED
Shares21,825 from 21,344
Change+481 (+2%)
Value$962.3K (-$22.8K)
Filed 2026-11-02
International Assets Investment Management, LLC
INCREASED
Shares21,622 from 17,884
Change+3,738 (+21%)
Value$952.0K (+$130.7K)
Filed 2026-11-02
Stanich Group LLC
NEW
Shares21,107
Change+21,107
Value$930.6K
Filed 2026-10-16
Rose Capital Advisors LLC
NEW
Shares21,038
Change+21,038
Value$927.6K
Filed 2026-11-04
Andina Capital Management, LLC
INCREASED
Shares20,809 from 16,577
Change+4,232 (+26%)
Value$917.5K (+$152.4K)
Filed 2026-10-21
Davidson Trust Co
INCREASED
Shares20,771 from 15,071
Change+5,700 (+38%)
Value$915.8K (+$220.3K)
Filed 2026-10-09
Avantra Family Wealth, Inc.
INCREASED
Shares20,741 from 13,753
Change+6,988 (+51%)
Value$914.5K (+$279.8K)
Filed 2026-10-20
Linscomb Wealth, Inc.
DECREASED
Shares20,273 from 28,984
Change-8,711 (-30%)
Value$893.9K (-$443.8K)
Filed 2026-11-05
GC Wealth Management RIA, LLC
INCREASED
Shares20,070 from 13,649
Change+6,421 (+47%)
Value$884.9K (+$255.0K)
Filed 2026-11-02
Elevation Wealth Management LLC
DECREASED
Shares19,125 from 20,217
Change-1,092 (-5%)
Value$843.2K (-$89.8K)
Filed 2026-11-02
Riverbend Wealth Management, LLC
INCREASED
Shares18,712 from 7,556
Change+11,156 (+148%)
Value$825.0K (+$476.3K)
Filed 2026-10-15
Silverleafe Capital Partners, LLC
INCREASED
Shares18,635 from 18,464
Change+171 (+1%)
Value$821.6K (-$30.5K)
Filed 2026-10-02
Patton Albertson Miller Group, LLC
DECREASED
Shares18,619 from 19,434
Change-815 (-4%)
Value$820.9K (-$76.0K)
Filed 2026-10-26
Atwater Malick LLC
INCREASED
Shares18,598 from 12,449
Change+6,149 (+49%)
Value$820.0K (+$245.5K)
Filed 2026-10-15
BAM Wealth Management, LLC
INCREASED
Shares18,431 from 11,258
Change+7,173 (+64%)
Value$812.6K (+$293.1K)
Filed 2026-10-15
Midwest Financial Network, LLC
INCREASED
Shares18,249 from 15,788
Change+2,461 (+16%)
Value$804.6K (+$76.0K)
Filed 2026-10-13
Tsfg, LLC
DECREASED
Shares18,082 from 19,473
Change-1,391 (-7%)
Value$797 (-$898.2K)
Filed 2026-10-23
Oppenheimer & Co Inc
DECREASED
Shares18,032 from 18,987
Change-955 (-5%)
Value$795.0K (-$81.2K)
Filed 2026-10-26
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares17,991 from 9,478
Change+8,513 (+90%)
Value$793.2K (+$355.8K)
Filed 2026-10-29
Western Financial Corp
INCREASED
Shares17,851 from 13,400
Change+4,451 (+33%)
Value$787.0K (+$168.6K)
Filed 2026-10-14
Essential Planning, Llc.
UNCHANGED
Shares17,581 from 17,581
Change0 (0%)
Value$775.1K (-$36.2K)
Filed 2026-10-21
SwitchPoint Financial Planning, LLC
NEW
Shares17,386
Change+17,386
Value$766.5K
Filed 2026-11-02
Cantor Fitzgerald Investment Advisors L.P.
DECREASED
Shares17,325 from 18,345
Change-1,020 (-6%)
Value$763.9K (-$82.8K)
Filed 2026-10-21
Petros Family Wealth, LLC
DECREASED
Shares17,268 from 20,161
Change-2,893 (-14%)
Value$761.3K (-$169.1K)
Filed 2026-10-28
Hill Island Financial LLC
DECREASED
Shares16,913 from 17,456
Change-543 (-3%)
Value$745.7K (-$59.9K)
Filed 2026-10-20
TrueWealth Advisors, LLC
INCREASED
Shares16,873 from 14,569
Change+2,304 (+16%)
Value$743.9K (+$71.6K)
Filed 2026-10-09
Citizens & Northern Corp
NEW
Shares16,439
Change+16,439
Value$724.8K
Filed 2026-11-06
Abner Herrman & Brock LLC
NEW
Shares16,436
Change+16,436
Value$725
Filed 2026-10-20
Flagstar Securities, Inc
INCREASED
Shares16,360 from 13,372
Change+2,988 (+22%)
Value$721.3K (+$104.2K)
Filed 2026-10-15
Prosperity Planning, Inc.
INCREASED
Shares16,213 from 13,174
Change+3,039 (+23%)
Value$714.8K (+$106.9K)
Filed 2026-10-09
MCF Advisors LLC
INCREASED
Shares16,157 from 16,115
Change+42 (+0%)
Value$712.4K (-$31.3K)
Filed 2026-10-28
Shira Ridge Wealth Management
DECREASED
Shares15,943 from 103,932
Change-87,989 (-85%)
Value$702.9K (-$4.1M)
Filed 2026-10-09
Schmidt P J Investment Management Inc
INCREASED
Shares15,727 from 14,914
Change+813 (+5%)
Value$693.4K (+$5.1K)
Filed 2026-11-02
Money Concepts Capital Corp
NEW
Shares15,535
Change+15,535
Value$684.9K
Filed 2026-11-06
LifeGoal Investments, LLC
INCREASED
Shares14,973 from 13,529
Change+1,444 (+11%)
Value$660.2K (+$35.8K)
Filed 2026-10-09
Key Capital Management, Inc
INCREASED
Shares14,904 from 10,269
Change+4,635 (+45%)
Value$657.1K (+$183.2K)
Filed 2026-11-03
HUB Investment Partners, LLC
INCREASED
Shares14,870 from 13,936
Change+934 (+7%)
Value$655.6K (+$12.5K)
Filed 2026-11-03
Insight Wealth Partners, LLC
INCREASED
Shares14,690 from 13,747
Change+943 (+7%)
Value$647.7K (+$13.3K)
Filed 2026-10-26
Syntegra Private Wealth Group, LLC
INCREASED
Shares14,620 from 11,655
Change+2,965 (+25%)
Value$644.6K (+$106.7K)
Filed 2026-10-13
Soltis Investment Advisors LLC
NEW
Shares14,341
Change+14,341
Value$632.3K
Filed 2026-10-28
Atlas Brown,Inc.
INCREASED
Shares14,091 from 9,271
Change+4,820 (+52%)
Value$621.3K (+$193.4K)
Filed 2026-10-09
Appleton Partners Inc
DECREASED
Shares14,058 from 16,833
Change-2,775 (-16%)
Value$620 (-$776.4K)
Filed 2026-10-30
Ignite Planners, LLC
DECREASED
Shares13,840 from 112,592
Change-98,752 (-88%)
Value$610.1K (-$4.6M)
Filed 2026-10-14
StoneX Group Inc.
DECREASED
Shares13,810 from 26,078
Change-12,268 (-47%)
Value$612.3K (-$591.2K)
Filed 2026-11-03
Aspiriant, LLC
DECREASED
Shares13,803 from 31,528
Change-17,725 (-56%)
Value$608.6K (-$846.4K)
Filed 2026-10-16
A4 Wealth Advisors LLC
INCREASED
Shares13,530 from 11,525
Change+2,005 (+17%)
Value$596.5K (+$64.7K)
Filed 2026-10-20
True Private Wealth Advisors
INCREASED
Shares13,381 from 10,851
Change+2,530 (+23%)
Value$590.0K (+$89.2K)
Filed 2026-10-19
Islay Capital Management, LLC
INCREASED
Shares13,355 from 6,392
Change+6,963 (+109%)
Value$588.8K (+$293.8K)
Filed 2026-10-20
Daymark Wealth Partners, LLC
DECREASED
Shares13,213 from 30,286
Change-17,073 (-56%)
Value$582.6K (-$815.2K)
Filed 2026-11-04
Twelve Points Wealth Management LLC
DECREASED
Shares13,172 from 17,048
Change-3,876 (-23%)
Value$591.6K (-$195.2K)
Filed 2026-11-03
Wealth Group Ltd
DECREASED
Shares13,102 from 17,005
Change-3,903 (-23%)
Value$575.8K (-$208.9K)
Filed 2026-10-07
PUREfi Wealth, LLC
INCREASED
Shares13,093 from 11,573
Change+1,520 (+13%)
Value$577.3K (+$43.2K)
Filed 2026-10-19
Opal Wealth Advisors, LLC
INCREASED
Shares13,067 from 9,339
Change+3,728 (+40%)
Value$576.1K (+$145.1K)
Filed 2026-10-16
Shepherd Street Advisors LLC
INCREASED
Shares13,060 from 13,032
Change+28 (+0%)
Value$576.6K (-$19.9K)
Filed 2026-10-21
Cahaba Wealth Management, Inc.
INCREASED
Shares13,035 from 12,925
Change+110 (+1%)
Value$574.7K (-$21.8K)
Filed 2026-10-26
Evergreen Capital Management LLC
UNCHANGED
Shares12,989 from 12,989
Change0 (0%)
Value$572.7K (-$26.8K)
Filed 2026-10-23
Beacon Financial Group
INCREASED
Shares12,946 from 10,772
Change+2,174 (+20%)
Value$570.8K (+$73.7K)
Filed 2026-10-19
Roger Wittlin Investment Advisory, LLC
INCREASED
Shares12,804 from 12,665
Change+139 (+1%)
Value$564.6K (-$19.9K)
Filed 2026-10-19
Valpey Financial Services, LLC
INCREASED
Shares12,703 from 12,492
Change+211 (+2%)
Value$560.1K (-$16.4K)
Filed 2026-10-30
Detalus Advisors, LLC
DECREASED
Shares12,662 from 22,838
Change-10,176 (-45%)
Value$558.3K (-$495.7K)
Filed 2026-10-15
Citizens Financial Group Inc
NEW
Shares12,477
Change+12,477
Value$550.1K
Filed 2026-10-23
Davidson Investment Advisors
INCREASED
Shares12,365 from 12,237
Change+128 (+1%)
Value$545.2K (-$19.6K)
Filed 2026-10-20
Phillips Financial Management, LLC
DECREASED
Shares12,007 from 12,209
Change-202 (-2%)
Value$529.4K (-$34.1K)
Filed 2026-10-19
Sanchez Gaunt Capital Management, LLC
DECREASED
Shares11,892 from 11,910
Change-18 (0%)
Value$524.3K (-$25.3K)
Filed 2026-11-03
Kingdom Financial Group Llc.
INCREASED
Shares11,863 from 9,394
Change+2,469 (+26%)
Value$523.0K (+$89.5K)
Filed 2026-11-04
Axxcess Wealth Management, LLC
NEW
Shares11,693
Change+11,693
Value$515.6K
Filed 2026-10-21
Trinity Wealth Management, LLC
INCREASED
Shares11,679 from 8,034
Change+3,645 (+45%)
Value$514.9K (+$144.2K)
Filed 2026-10-13
Victory Financial Group, LLC
INCREASED
Shares11,588 from 7,010
Change+4,578 (+65%)
Value$510.9K (+$187.4K)
Filed 2026-10-27
Entrewealth, LLC
UNCHANGED
Shares11,357 from 11,357
Change0 (0%)
Value$500.7K (-$15.4K)
Filed 2026-10-14
Clark Asset Management, LLC
NEW
Shares11,185
Change+11,185
Value$493.1K
Filed 2026-10-19
Independent Wealth Network Inc.
INCREASED
Shares11,000 from 10,940
Change+60 (+1%)
Value$485.0K (-$19.9K)
Filed 2026-10-19
Bayshore Capital Advisors, LLC
NEW
Shares10,423
Change+10,423
Value$459.6K
Filed 2026-11-02
HB Wealth Management, LLC
INCREASED
Shares10,375 from 7,792
Change+2,583 (+33%)
Value$457.4K (+$97.8K)
Filed 2026-10-23
TFB Advisors LLC
DECREASED
Shares10,331 from 10,587
Change-256 (-2%)
Value$455.5K (-$33.1K)
Filed 2026-11-02
Ridgeline Wealth, LLC
DECREASED
Shares9,932 from 10,010
Change-78 (-1%)
Value$438.9K (-$23.1K)
Filed 2026-10-14
Ethos Capital Management, Inc.
INCREASED
Shares9,847 from 9,043
Change+804 (+9%)
Value$434.2K (+$16.8K)
Filed 2026-11-03
Midwest Trust Co
DECREASED
Shares9,826 from 9,946
Change-120 (-1%)
Value$433.2K (-$25.8K)
Filed 2026-10-22
Silverlake Wealth Management LLC
INCREASED
Shares9,813 from 5,037
Change+4,776 (+95%)
Value$432.6K (+$200.2K)
Filed 2026-10-21
Tarbox Family Office, Inc.
DECREASED
Shares9,768 from 10,822
Change-1,054 (-10%)
Value$430.7K (-$68.8K)
Filed 2026-10-23
Novem Group
INCREASED
Shares9,563 from 7,127
Change+2,436 (+34%)
Value$421.6K (+$92.7K)
Filed 2026-10-19
Intelligence Driven Advisers, LLC
DECREASED
Shares9,420 from 1,019,072
Change-1,009,652 (-99%)
Value$415.3K (-$46.6M)
Filed 2026-10-09
Cogent Private Wealth, Inc.
UNCHANGED
Shares9,147 from 9,147
Change0 (0%)
Value$403.3K (-$18.8K)
Filed 2026-11-06
Lanark Financial, Inc.
INCREASED
Shares9,038 from 7,212
Change+1,826 (+25%)
Value$398.5K (+$65.7K)
Filed 2026-10-26
Tenet Wealth Partners, LLC
DECREASED
Shares9,010 from 12,462
Change-3,452 (-28%)
Value$397.3K (-$170.5K)
Filed 2026-10-19
Tennessee Valley Asset Management Partners
DECREASED
Shares8,735 from 9,205
Change-470 (-5%)
Value$385.1K (-$39.7K)
Filed 2026-11-03
Trilogy Capital Inc.
INCREASED
Shares8,650 from 8,589
Change+61 (+1%)
Value$381.4K (-$15.0K)
Filed 2026-10-20
180 Wealth Advisors, LLC
INCREASED
Shares8,601 from 8,546
Change+55 (+1%)
Value$379.2K (-$15.2K)
Filed 2026-11-03
Montgomery Financial Services LLC
INCREASED
Shares8,556 from 1,930
Change+6,626 (+343%)
Value$377.2K (+$288.2K)
Filed 2026-11-03
Family Capital Trust Co
UNCHANGED
Shares8,502 from 8,502
Change0 (0%)
Value$374.9K (-$17.5K)
Filed 2026-10-22
Financial Partners Group, Inc
INCREASED
Shares8,492 from 8,404
Change+88 (+1%)
Value$374.4K (-$13.4K)
Filed 2026-10-19
Facet Wealth, Inc.
INCREASED
Shares8,413 from 6,199
Change+2,214 (+36%)
Value$370.9K (+$84.8K)
Filed 2026-11-04
Indivisible Partners
NEW
Shares8,217
Change+8,217
Value$362.3K
Filed 2026-10-26
Evolution Wealth Management Inc.
DECREASED
Shares8,135 from 8,269
Change-134 (-2%)
Value$358.7K (-$22.9K)
Filed 2026-10-28
Avion Wealth
DECREASED
Shares8,067 from 16,905
Change-8,838 (-52%)
Value$355.0K (-$425.0K)
Filed 2026-11-04
Dynamic Advisor Solutions LLC
DECREASED
Shares8,048 from 8,779
Change-731 (-8%)
Value$354.8K (-$50.3K)
Filed 2026-10-13
Crestwood Advisors Group, LLC
NEW
Shares7,952
Change+7,952
Value$350.6K
Filed 2026-10-27
Krilogy Financial LLC
NEW
Shares7,945
Change+7,945
Value$350.8K
Filed 2026-10-13
Acorn Creek Capital LLC
DECREASED
Shares7,849 from 22,728
Change-14,879 (-65%)
Value$346.0K (-$702.8K)
Filed 2026-11-05
TCP Asset Management, LLC
DECREASED
Shares7,818 from 8,083
Change-265 (-3%)
Value$343.6K (-$29.4K)
Filed 2026-10-14
Partners Wealth Management, LLC
NEW
Shares7,776
Change+7,776
Value$342.8K
Filed 2026-10-28
SeaCrest Wealth Management, LLC
INCREASED
Shares7,725 from 6,369
Change+1,356 (+21%)
Value$340.6K (+$46.7K)
Filed 2026-10-21
Koshinski Asset Management, Inc.
UNCHANGED
Shares7,663 from 7,663
Change0 (0%)
Value$337.9K (-$15.8K)
Filed 2026-10-29
TD Private Client Wealth LLC
INCREASED
Shares7,555 from 6,774
Change+781 (+12%)
Value$333.1K (+$20.5K)
Filed 2026-10-28
Fisher Asset Management, LLC
INCREASED
Shares7,554 from 6,640
Change+914 (+14%)
Value$333.1K (+$26.6K)
Filed 2026-11-06
Bdfs Capital LLC
INCREASED
Shares7,504 from 5,763
Change+1,741 (+30%)
Value$330.9K (+$64.9K)
Filed 2026-10-14
SC&H Financial Advisors, Inc.
DECREASED
Shares7,192 from 7,765
Change-573 (-7%)
Value$317.1K (-$41.3K)
Filed 2026-10-14
TD Waterhouse Canada Inc.
INCREASED
Shares7,059 from 37
Change+7,022 (+18978%)
Value$310.7K (+$309.0K)
Filed 2026-10-16
Global Financial Private Client, LLC
INCREASED
Shares7,044 from 6,587
Change+457 (+7%)
Value$310.6K (+$6.6K)
Filed 2026-10-15
Foguth Wealth Management, Llc.
NEW
Shares6,851
Change+6,851
Value$304.7K
Filed 2026-10-19
Meridian Wealth Management, LLC
DECREASED
Shares6,666 from 7,334
Change-668 (-9%)
Value$293.9K (-$44.6K)
Filed 2026-11-05
ETF Store, Inc.
DECREASED
Shares6,569 from 6,671
Change-102 (-2%)
Value$289.6K (-$18.2K)
Filed 2026-10-19
AdvisorNet Financial, Inc
DECREASED
Shares6,391 from 6,730
Change-339 (-5%)
Value$282.7K (-$27.9K)
Filed 2026-10-15
Flagship Private Wealth, LLC
DECREASED
Shares6,340 from 6,900
Change-560 (-8%)
Value$279.5K (-$38.9K)
Filed 2026-11-05
Fulton Breakefield Broenniman LLC
DECREASED
Shares6,274 from 6,583
Change-309 (-5%)
Value$276.6K (-$27.2K)
Filed 2026-11-03
Stewardship Advisors, LLC
INCREASED
Shares6,249 from 4,848
Change+1,401 (+29%)
Value$275.5K (+$51.8K)
Filed 2026-10-20
City State Bank
DECREASED
Shares6,187 from 7,377
Change-1,190 (-16%)
Value$272.8K (-$67.7K)
Filed 2026-10-20
Yankcom Partnership
INCREASED
Shares6,107 from 353
Change+5,754 (+1630%)
Value$269.3K (+$253.0K)
Filed 2026-10-15
Arlington Trust Co LLC
UNCHANGED
Shares6,066 from 6,066
Change0 (0%)
Value$267.5K (-$12.5K)
Filed 2026-10-20
Advisor OS, LLC
DECREASED
Shares5,960 from 7,588
Change-1,628 (-21%)
Value$262.8K (-$87.4K)
Filed 2026-11-03
Interchange Capital Partners, LLC
INCREASED
Shares5,935 from 5,236
Change+699 (+13%)
Value$261.7K (+$20.0K)
Filed 2026-10-28
Pinnacle Bancorp, Inc.
UNCHANGED
Shares5,923 from 5,923
Change0 (0%)
Value$261.1K (-$12.2K)
Filed 2026-10-21
Acorn Financial Advisory Services Inc
INCREASED
Shares5,804 from 5,158
Change+646 (+13%)
Value$255.9K (+$17.9K)
Filed 2026-11-02
Plan Group Financial, LLC
INCREASED
Shares5,799 from 5,472
Change+327 (+6%)
Value$257.6K (+$5.0K)
Filed 2026-10-22
Noesis Capital Mangement Corp
UNCHANGED
Shares5,789 from 5,789
Change0 (0%)
Value$255.2K (-$11.9K)
Filed 2026-10-26
Diversified Enterprises, LLC
NEW
Shares5,725
Change+5,725
Value$252.4K
Filed 2026-10-19
Impact Capital Partners LLC
INCREASED
Shares5,625 from 5,113
Change+512 (+10%)
Value$248.0K (+$12.0K)
Filed 2026-10-22
Total Investment Management Inc
UNCHANGED
Shares5,599 from 5,599
Change0 (0%)
Value$246.9K (-$7.6K)
Filed 2026-10-22
Stevens Capital Partners
INCREASED
Shares5,543 from 5,414
Change+129 (+2%)
Value$244.4K (-$5.5K)
Filed 2026-10-29
Darden Wealth Group Inc
INCREASED
Shares5,487 from 5,483
Change+4 (+0%)
Value$241.9K (-$11.1K)
Filed 2026-11-06
Successful Portfolios LLC
DECREASED
Shares5,484 from 5,489
Change-5 (0%)
Value$240.9K (-$10.2K)
Filed 2026-10-09
Ritholtz Wealth Management
NEW
Shares5,432
Change+5,432
Value$239.5K
Filed 2026-11-05
Wilmington Savings Fund Society, FSB
INCREASED
Shares5,344 from 5,211
Change+133 (+3%)
Value$235.6K (-$4.9K)
Filed 2026-10-23
Magnus Financial Group LLC
INCREASED
Shares5,215 from 5,024
Change+191 (+4%)
Value$229.9K (-$1.9K)
Filed 2026-10-21
Quad-Cities Investment Group, LLC
INCREASED
Shares5,146 from 5,140
Change+6 (+0%)
Value$226.9K (-$10.3K)
Filed 2026-10-16
Integrated Wealth Management
NEW
Shares5,130
Change+5,130
Value$226.2K
Filed 2026-10-19
Breakwater Investment Management
NEW
Shares5,098
Change+5,098
Value$224.8K
Filed 2026-10-20
Fairvoy Private Wealth, LLC
NEW
Shares5,096
Change+5,096
Value$224.7K
Filed 2026-10-19
Keenan, LLC
DECREASED
Shares4,952 from 7,831
Change-2,879 (-37%)
Value$218.3K (-$143.1K)
Filed 2026-10-23
XML Financial, LLC
INCREASED
Shares4,868 from 4,466
Change+402 (+9%)
Value$214.6K (+$8.5K)
Filed 2026-10-29
United Community Bank
UNCHANGED
Shares4,866 from 4,866
Change0 (0%)
Value$214.5K (-$10.0K)
Filed 2026-10-28
Central Trust Co
NEW
Shares4,851
Change+4,851
Value$213.9K
Filed 2026-11-05
Avior Wealth Management, LLC
DECREASED
Shares4,803 from 4,877
Change-74 (-2%)
Value$211.8K (-$13.3K)
Filed 2026-10-13
Farmers & Merchants Trust Co of Chambersburg PA
NEW
Shares4,799
Change+4,799
Value$212
Filed 2026-10-14
Lighthouse Financial LLC
NEW
Shares4,725
Change+4,725
Value$208.3K
Filed 2026-10-23
Chesley Taft & Associates LLC
DECREASED
Shares4,720 from 4,983
Change-263 (-5%)
Value$208.1K (-$21.9K)
Filed 2026-10-13
Quest 10 Wealth Builders, Inc.
INCREASED
Shares4,698 from 2,969
Change+1,729 (+58%)
Value$207.1K (+$70.1K)
Filed 2026-11-02
Investment Research Partners LLC
UNCHANGED
Shares4,684 from 4,684
Change0 (0%)
Value$206.5K (-$9.6K)
Filed 2026-10-19
Avail Investment Partners, LLC
UNCHANGED
Shares4,684 from 4,684
Change0 (0%)
Value$206.5K (-$9.6K)
Filed 2026-10-16
R. W. Roge & Company, Inc.
DECREASED
Shares4,656 from 79,421
Change-74,765 (-94%)
Value$205.0K (-$3.5M)
Filed 2026-11-04
Kathmere Capital Management, LLC
DECREASED
Shares4,651 from 7,910
Change-3,259 (-41%)
Value$205.1K (-$160.0K)
Filed 2026-10-20
Harbor Investment Advisory, LLC
INCREASED
Shares4,380 from 3,785
Change+595 (+16%)
Value$193.1K (+$18.4K)
Filed 2026-10-13
MidAtlantic Capital Management, Inc.
NEW
Shares3,867
Change+3,867
Value$170.5K
Filed 2026-11-05
Cullen T Bankers, Inc.
INCREASED
Shares3,644 from 613
Change+3,031 (+494%)
Value$160.7K (+$132.4K)
Filed 2026-10-28
Financial Management Professionals, Inc.
UNCHANGED
Shares3,243 from 3,243
Change0 (0%)
Value$143.0K (-$6.7K)
Filed 2026-10-23
Indiana Trust & Investment Management Co
UNCHANGED
Shares3,071 from 3,071
Change0 (0%)
Value$135.4K (-$6.3K)
Filed 2026-10-22
Key FInancial Inc
INCREASED
Shares2,899 from 2,679
Change+220 (+8%)
Value$127.8K (+$4.2K)
Filed 2026-11-02
UMB Private Wealth Management, LLC
NEW
Shares2,877
Change+2,877
Value$126.8K
Filed 2026-10-19
Finley Financial, LLC
UNCHANGED
Shares2,700 from 2,700
Change0 (0%)
Value$118.9K (-$5.7K)
Filed 2026-10-28
Thompson Investment Management, Inc.
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$97.0K (-$4.5K)
Filed 2026-10-14
NBT Bank, N.A.
DECREASED
Shares2,168 from 6,948
Change-4,780 (-69%)
Value$95.6K (-$225.1K)
Filed 2026-10-21
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares1,849 from 1,849
Change0 (0%)
Value$81.5K (-$3.8K)
Filed 2026-10-27
Parkside Financial Bank & Trust
NEW
Shares1,779
Change+1,779
Value$78.4K
Filed 2026-10-27
Tompkins Financial Corp
UNCHANGED
Shares1,735 from 1,735
Change0 (0%)
Value$76.5K (-$3.6K)
Filed 2026-10-05
Jnba Financial Advisors
NEW
Shares1,579
Change+1,579
Value$69.6K
Filed 2026-11-03
Essential Partners LLC
INCREASED
Shares1,387 from 3
Change+1,384 (+46133%)
Value$61.2K (+$61.0K)
Filed 2026-10-14
Birch Financial Group, LLC
NEW
Shares1,350
Change+1,350
Value$59.5K
Filed 2026-10-27
Russell Investments Group, Ltd.
INCREASED
Shares1,233 from 13
Change+1,220 (+9385%)
Value$54.3K (+$53.7K)
Filed 2026-11-06
Nemes Rush Group LLC
UNCHANGED
Shares1,224 from 1,224
Change0 (0%)
Value$54.0K (-$2.5K)
Filed 2026-11-04
Larson Financial Group LLC
NEW
Shares1,209
Change+1,209
Value$53.3K
Filed 2026-11-05
MeadowBrook Investment Advisors LLC
DECREASED
Shares1,139 from 3,266
Change-2,127 (-65%)
Value$51.0K (-$99.7K)
Filed 2026-10-29
Independence Bank of Kentucky
NEW
Shares1,136
Change+1,136
Value$50.1K
Filed 2026-10-26
Transce3nd, LLC
NEW
Shares1,121
Change+1,121
Value$49.8K
Filed 2026-10-26
AlphaCore Capital LLC
INCREASED
Shares997 from 629
Change+368 (+59%)
Value$44.0K (+$14.9K)
Filed 2026-11-04
Reap Financial Group, LLC
UNCHANGED
Shares906 from 906
Change0 (0%)
Value$39.9K (-$1.9K)
Filed 2026-11-02
Buck Wealth Strategies, LLC
INCREASED
Shares801 from 325
Change+476 (+146%)
Value$35.3K (+$20.3K)
Filed 2026-10-28
Oakworth Capital, Inc.
DECREASED
Shares738 from 1,175
Change-437 (-37%)
Value$32.5K (-$21.7K)
Filed 2026-10-26
Silver Grove Financial Group, Inc.
INCREASED
Shares729 from 539
Change+190 (+35%)
Value$32.1K (+$7.3K)
Filed 2026-11-05
SJS Investment Consulting Inc.
NEW
Shares711
Change+711
Value$31.3K
Filed 2026-10-26
Abound Wealth Management
INCREASED
Shares705 from 0
Change+705
Value$31.1K (+$31.1K)
Filed 2026-10-26
Wells Financial Advisors Inc
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$30.9K (-$1.4K)
Filed 2026-11-02
1620 Investment Advisors, Inc.
UNCHANGED
Shares688 from 688
Change0 (0%)
Value$30.3K (-$1.4K)
Filed 2026-11-04
Trust Co
INCREASED
Shares675 from 275
Change+400 (+145%)
Value$29.8K (+$17.1K)
Filed 2026-10-09
Collier Financial
DECREASED
Shares628 from 704
Change-76 (-11%)
Value$27.7K (-$4.8K)
Filed 2026-11-06
Advocate Investing Services LLC
DECREASED
Shares622 from 1,297
Change-675 (-52%)
Value$27.4K (-$32.4K)
Filed 2026-10-26
Team Financial Group, LLC
NEW
Shares601
Change+601
Value$26.5K
Filed 2026-10-30
GK Wealth Management LLC
NEW
Shares600
Change+600
Value$26.5K
Filed 2026-10-09
Compass Financial Management LLC
INCREASED
Shares510 from 474
Change+36 (+8%)
Value$22.5K (+$611)
Filed 2026-10-30
Southern Michigan Bank & Trust
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$22.0K (-$1.0K)
Filed 2026-10-19
Balentine LLC
NEW
Shares462
Change+462
Value$20.4K
Filed 2026-11-03
Clearstead Trust, LLC
NEW
Shares456
Change+456
Value$20.1K
Filed 2026-11-06
Investors Research Corp
INCREASED
Shares448 from 447
Change+1 (+0%)
Value$19.8K (-$877)
Filed 2026-10-07
Valued Wealth Advisors LLC
UNCHANGED
Shares373 from 373
Change0 (0%)
Value$16.4K (-$768)
Filed 2026-11-05
Roxbury Financial LLC
NEW
Shares348
Change+348
Value$15.4K
Filed 2026-10-01
First Financial Corp
DECREASED
Shares345 from 767
Change-422 (-55%)
Value$15.2K (-$20.2K)
Filed 2026-10-13
Gilpin Wealth Management, LLC
INCREASED
Shares337 from 280
Change+57 (+20%)
Value$14.9K (+$1.9K)
Filed 2026-10-09
Wolff Wiese Magana LLC
UNCHANGED
Shares337 from 337
Change0 (0%)
Value$14.9K (-$694)
Filed 2026-10-15
Financial Perspectives, Inc
INCREASED
Shares314 from 310
Change+4 (+1%)
Value$13.8K (-$489)
Filed 2026-11-03
Cranbrook Wealth Management, LLC
UNCHANGED
Shares312 from 312
Change0 (0%)
Value$13.8K (-$642)
Filed 2026-10-28
Provident Wealth Management, LLC
UNCHANGED
Shares291 from 291
Change0 (0%)
Value$12.8K (-$600)
Filed 2026-10-20
Hilltop National Bank
UNCHANGED
Shares289 from 289
Change0 (0%)
Value$12.7K (-$595)
Filed 2026-10-14
First Bancorp, Inc
UNCHANGED
Shares276 from 276
Change0 (0%)
Value$12.2K (-$568)
Filed 2026-10-26
Owl Creek Wealth Partners LLC
DECREASED
Shares272 from 335
Change-63 (-19%)
Value$12.0K (-$3.4K)
Filed 2026-10-20
Versant Capital Management, Inc
UNCHANGED
Shares233 from 233
Change0 (0%)
Value$10.3K (-$480)
Filed 2026-10-02
Root Financial Partners, LLC
NEW
Shares230
Change+230
Value$10.1K
Filed 2026-10-21
Beacon Investment Advisory Services, Inc.
NEW
Shares217
Change+217
Value$9.6K
Filed 2026-10-13
Eastern Bank
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$8.8K (-$412)
Filed 2026-10-05
Caldwell Trust Co
UNCHANGED
Shares184 from 184
Change0 (0%)
Value$8.1K (-$379)
Filed 2026-10-30
Bayban
UNCHANGED
Shares175 from 175
Change0 (0%)
Value$8.1K ($0)
Filed 2026-11-05
Jacobi Capital Management LLC
NEW
Shares174
Change+174
Value$7.7K
Filed 2026-11-05
Birchwood Financial Partners, Inc.
DECREASED
Shares157 from 286
Change-129 (-45%)
Value$6.9K (-$6.3K)
Filed 2026-11-02
City Holding Co
UNCHANGED
Shares151 from 151
Change0 (0%)
Value$6.7K (-$311)
Filed 2026-10-19
UMB Bank, n.a.
UNCHANGED
Shares146 from 146
Change0 (0%)
Value$6.4K (-$301)
Filed 2026-11-06
Center for Financial Planning, Inc.
UNCHANGED
Shares143 from 143
Change0 (0%)
Value$6.3K (-$296)
Filed 2026-10-26
Rachor Investment Advisory Services, LLC
INCREASED
Shares140 from 138
Change+2 (+1%)
Value$6.2K (-$218)
Filed 2026-10-29
Lynch Investment Planning, LLC
NEW
Shares129
Change+129
Value$5.7K
Filed 2026-10-27
Realta Investment Advisors
INCREASED
Shares106 from 105
Change+1 (+1%)
Value$4.7K (-$165)
Filed 2026-10-14
Princeton Global Asset Management LLC
INCREASED
Shares96 from 95
Change+1 (+1%)
Value$4.2K (-$149)
Filed 2026-10-21
United Financial Planning Group LLC
UNCHANGED
Shares93 from 93
Change0 (0%)
Value$4.1K (-$192)
Filed 2026-11-04
Signaturefd, LLC
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$3.7K (-$175)
Filed 2026-10-23
Markowski Investments
UNCHANGED
Shares81 from 81
Change0 (0%)
Value$3.6K (-$167)
Filed 2026-10-30
Burk Holdings LLC
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$1.7K (-$78)
Filed 2026-11-05
Archer Investment Corp
DECREASED
Shares20 from 1,490
Change-1,470 (-99%)
Value$882 (-$67.9K)
Filed 2026-11-05
Salomon & Ludwin, LLC
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$750 (-$31)
Filed 2026-10-29
Allspring Global Investments Holdings, LLC
DECREASED
Shares8 from 9
Change-1 (-11%)
Value$352 (-$62)
Filed 2026-11-04
Montag A & Associates Inc
NEW
Shares5
Change+5
Value$221
Filed 2026-10-29
Hoey Investments, Inc
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$45 (-$2)
Filed 2026-10-29
Prairie Wealth Advisors, Inc.
NEW
Shares0
Change0
Value$235.7K
Filed 2026-10-29
Triangle Securities Wealth Management
CLOSED
Shares0 from 207,159
Change-207,159 (-100%)
Value$0 (-$9.6M)
Filed 2026-10-14
Sunesis Advisors, LLC
CLOSED
Shares0 from 75,655
Change-75,655 (-100%)
Value$0 (-$3.5M)
Filed 2026-10-26
Aprio Wealth Management, LLC
CLOSED
Shares0 from 26,543
Change-26,543 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-28
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 21,344
Change-21,344 (-100%)
Value$0 (-$985.0K)
Filed 2026-10-27
CV Advisors LLC
CLOSED
Shares0 from 17,687
Change-17,687 (-100%)
Value$0 (-$813.4K)
Filed 2026-10-13
Sapient Capital LLC
CLOSED
Shares0 from 15,494
Change-15,494 (-100%)
Value$0 (-$715.0K)
Filed 2026-10-08
Scarborough Advisors, LLC
CLOSED
Shares0 from 12,646
Change-12,646 (-100%)
Value$0 (-$582.4K)
Filed 2026-10-16
WealthPlan Investment Management, LLC
CLOSED
Shares0 from 11,308
Change-11,308 (-100%)
Value$0 (-$521.8K)
Filed 2026-10-15
Lane Brothers & Co Inc
CLOSED
Shares0 from 8,883
Change-8,883 (-100%)
Value$0 (-$409.9K)
Filed 2026-11-02
Winthrop Advisory Group LLC
CLOSED
Shares0 from 6,463
Change-6,463 (-100%)
Value$0 (-$298.3K)
Filed 2026-10-22
Strategic Equity Management
CLOSED
Shares0 from 6,346
Change-6,346 (-100%)
Value$0 (-$292.9K)
Filed 2026-11-04
Choreo, LLC
CLOSED
Shares0 from 6,335
Change-6,335 (-100%)
Value$0 (-$292.4K)
Filed 2026-10-28
Fermata Advisors, LLC
CLOSED
Shares0 from 6,308
Change-6,308 (-100%)
Value$0 (-$291.1K)
Filed 2026-10-13
Apex Wealth Management, LLC
CLOSED
Shares0 from 5,924
Change-5,924 (-100%)
Value$0 (-$273.4K)
Filed 2026-10-20
Financial Discovery Group Inc
CLOSED
Shares0 from 5,823
Change-5,823 (-100%)
Value$0 (-$268.8K)
Filed 2026-11-03
Parsons Capital Management Inc
CLOSED
Shares0 from 5,061
Change-5,061 (-100%)
Value$0 (-$233.6K)
Filed 2026-10-28
Glass Wealth Management Co LLC
CLOSED
Shares0 from 5,022
Change-5,022 (-100%)
Value$0 (-$231.8K)
Filed 2026-10-28
Altiora Financial Group, LLC
CLOSED
Shares0 from 4,964
Change-4,964 (-100%)
Value$0 (-$229.1K)
Filed 2026-11-04
Citrine Capital LLC
CLOSED
Shares0 from 4,527
Change-4,527 (-100%)
Value$0 (-$208.9K)
Filed 2026-10-14
Bison Wealth, LLC
CLOSED
Shares0 from 4,376
Change-4,376 (-100%)
Value$0 (-$201.3K)
Filed 2026-10-13
Wellington Grp LLC
CLOSED
Shares0 from 3,928
Change-3,928 (-100%)
Value$0 (-$181.4K)
Filed 2026-11-06
Tucker Asset Management LLC
CLOSED
Shares0 from 3,078
Change-3,078 (-100%)
Value$0 (-$142.1K)
Filed 2026-10-29
Wagner Wealth Management, LLC
CLOSED
Shares0 from 1,998
Change-1,998 (-100%)
Value$0 (-$92.2K)
Filed 2026-10-21
West Paces Advisors Inc.
CLOSED
Shares0 from 1,563
Change-1,563 (-100%)
Value$0 (-$72.1K)
Filed 2026-10-13
Wealth Enhancement Trust Services, Inc.
CLOSED
Shares0 from 985
Change-985 (-100%)
Value$0 (-$45.5K)
Filed 2026-10-07
Salem Investment Counselors Inc
CLOSED
Shares0 from 793
Change-793 (-100%)
Value$0 (-$36.6K)
Filed 2026-10-13
Tounjian Advisory Partners, LLC
CLOSED
Shares0 from 363
Change-363 (-100%)
Value$0 (-$16.7K)
Filed 2026-11-04
Robinswood Financial LLC
CLOSED
Shares0 from 339
Change-339 (-100%)
Value$0 (-$15.6K)
Filed 2026-10-20
First Horizon Corp
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$13.8K)
Filed 2026-10-26
Arvest Investments, Inc.
CLOSED
Shares0 from 267
Change-267 (-100%)
Value$0 (-$12.3K)
Filed 2026-10-21
Pittenger & Anderson Inc
CLOSED
Shares0 from 230
Change-230 (-100%)
Value$0 (-$10.6K)
Filed 2026-11-02
Milestone Investment Advisors LLC
CLOSED
Shares0 from 222
Change-222 (-100%)
Value$0 (-$10.2K)
Filed 2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 207
Change-207 (-100%)
Value$0 (-$9.6K)
Filed 2026-10-14
Wilkerson Advisory Group LLC
CLOSED
Shares0 from 171
Change-171 (-100%)
Value$0 (-$7.9K)
Filed 2026-10-20
EPG Wealth Management LLC
CLOSED
Shares0 from 122
Change-122 (-100%)
Value$0 (-$5.6K)
Filed 2026-11-03
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 103
Change-103 (-100%)
Value$0 (-$4.8K)
Filed 2026-11-06
Cherry Tree Wealth Management, LLC
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$877)
Filed 2026-10-15
NorthAvenue LLC
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$739)
Filed 2026-10-29
DecisionPoint Financial, LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$276)
Filed 2026-10-27
Envestnet Asset Management Inc
N/A
Shares— from 180,011,754
Change-180,011,754 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 87,505,839
Change-87,505,839 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 82,039,260
Change-82,039,260 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 50,463,381
Change-50,463,381 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 33,421,651
Change-33,421,651 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 31,037,509
Change-31,037,509 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 22,629,549
Change-22,629,549 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 20,743,278
Change-20,743,278 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 16,937,298
Change-16,937,298 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 13,337,519
Change-13,337,519 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 13,036,714
Change-13,036,714 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 11,405,773
Change-11,405,773 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 10,566,952
Change-10,566,952 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 8,476,864
Change-8,476,864 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 5,483,050
Change-5,483,050 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 5,356,065
Change-5,356,065 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 5,132,935
Change-5,132,935 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 5,120,362
Change-5,120,362 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 4,994,324
Change-4,994,324 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 4,987,957
Change-4,987,957 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 4,787,854
Change-4,787,854 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 4,586,006
Change-4,586,006 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 4,110,503
Change-4,110,503 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 3,879,099
Change-3,879,099 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 3,842,612
Change-3,842,612 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,302,104
Change-3,302,104 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 3,165,952
Change-3,165,952 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,801,996
Change-2,801,996 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 2,397,900
Change-2,397,900 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 1,475,152
Change-1,475,152 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,465,036
Change-1,465,036 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 1,428,625
Change-1,428,625 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,214,242
Change-1,214,242 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 1,158,879
Change-1,158,879 (-100%)
Value—
Mcmorgan & Co LLC
N/A
Shares— from 1,099,343
Change-1,099,343 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 1,088,957
Change-1,088,957 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 1,069,818
Change-1,069,818 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 1,008,288
Change-1,008,288 (-100%)
Value—
&partners
N/A
Shares— from 1,005,912
Change-1,005,912 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 959,075
Change-959,075 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 953,130
Change-953,130 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 918,375
Change-918,375 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 890,765
Change-890,765 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 879,400
Change-879,400 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 855,023
Change-855,023 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 833,658
Change-833,658 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 831,929
Change-831,929 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 820,107
Change-820,107 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 795,259
Change-795,259 (-100%)
Value—
Jacobson & Schmitt Advisors, LLC
N/A
Shares— from 783,510
Change-783,510 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 766,169
Change-766,169 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 761,427
Change-761,427 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 760,235
Change-760,235 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 735,092
Change-735,092 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 715,985
Change-715,985 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 709,293
Change-709,293 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 699,010
Change-699,010 (-100%)
Value—
Keystone Financial Services
N/A
Shares— from 640,210
Change-640,210 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 621,674
Change-621,674 (-100%)
Value—
Invst, LLC
N/A
Shares— from 616,039
Change-616,039 (-100%)
Value—
Frisch Financial Group, Inc.
N/A
Shares— from 547,658
Change-547,658 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 542,631
Change-542,631 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 505,473
Change-505,473 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 461,103
Change-461,103 (-100%)
Value—
Shared Vision Wealth Group LLC
N/A
Shares— from 455,884
Change-455,884 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 455,121
Change-455,121 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 437,700
Change-437,700 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 437,334
Change-437,334 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 427,592
Change-427,592 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 419,035
Change-419,035 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 418,361
Change-418,361 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 400,059
Change-400,059 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 396,222
Change-396,222 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 377,530
Change-377,530 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 372,482
Change-372,482 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 357,713
Change-357,713 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 355,971
Change-355,971 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 350,137
Change-350,137 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 342,830
Change-342,830 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 342,279
Change-342,279 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 329,601
Change-329,601 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 327,135
Change-327,135 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 324,785
Change-324,785 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 317,974
Change-317,974 (-100%)
Value—
EWA, LLC
N/A
Shares— from 317,507
Change-317,507 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 310,337
Change-310,337 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 306,523
Change-306,523 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 303,001
Change-303,001 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 279,846
Change-279,846 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 262,029
Change-262,029 (-100%)
Value—
Resolute Wealth Advisor, Inc.
N/A
Shares— from 254,454
Change-254,454 (-100%)
Value—
Betterment LLC
N/A
Shares— from 244,719
Change-244,719 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 242,729
Change-242,729 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 234,225
Change-234,225 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 219,869
Change-219,869 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 209,082
Change-209,082 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 209,045
Change-209,045 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 195,195
Change-195,195 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 194,573
Change-194,573 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 182,131
Change-182,131 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 176,585
Change-176,585 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 175,803
Change-175,803 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 174,307
Change-174,307 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 163,704
Change-163,704 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 161,033
Change-161,033 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 160,869
Change-160,869 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 159,643
Change-159,643 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 158,368
Change-158,368 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 154,696
Change-154,696 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 153,144
Change-153,144 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 152,335
Change-152,335 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 150,425
Change-150,425 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 145,235
Change-145,235 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 139,876
Change-139,876 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 138,718
Change-138,718 (-100%)
Value—
Conscious Wealth Investments, LLC
N/A
Shares— from 135,156
Change-135,156 (-100%)
Value—
Eight 31 Financial, LLC
N/A
Shares— from 132,158
Change-132,158 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 129,528
Change-129,528 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 122,933
Change-122,933 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 113,486
Change-113,486 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 108,135
Change-108,135 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 107,677
Change-107,677 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 101,241
Change-101,241 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 100,158
Change-100,158 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 97,818
Change-97,818 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 93,936
Change-93,936 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 91,544
Change-91,544 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 91,420
Change-91,420 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 88,956
Change-88,956 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 88,935
Change-88,935 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 87,500
Change-87,500 (-100%)
Value—
Curtis Wealth Management LLC
N/A
Shares— from 87,012
Change-87,012 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 85,435
Change-85,435 (-100%)
Value—
City National Bank of Florida
N/A
Shares— from 82,368
Change-82,368 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 81,828
Change-81,828 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 80,565
Change-80,565 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 79,105
Change-79,105 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 77,338
Change-77,338 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 75,887
Change-75,887 (-100%)
Value—
Regimen Wealth, LLC
N/A
Shares— from 75,655
Change-75,655 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 74,112
Change-74,112 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 70,913
Change-70,913 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 68,948
Change-68,948 (-100%)
Value—
Sheridan Capital Management, LLC
N/A
Shares— from 68,945
Change-68,945 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 67,480
Change-67,480 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 67,296
Change-67,296 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 66,930
Change-66,930 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 66,577
Change-66,577 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 65,463
Change-65,463 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 64,863
Change-64,863 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 63,496
Change-63,496 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 61,587
Change-61,587 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 60,998
Change-60,998 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 60,374
Change-60,374 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 60,133
Change-60,133 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 57,214
Change-57,214 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 55,822
Change-55,822 (-100%)
Value—
Blalock Williams, LLC
N/A
Shares— from 55,066
Change-55,066 (-100%)
Value—
EFG International AG
N/A
Shares— from 54,337
Change-54,337 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 53,653
Change-53,653 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 53,056
Change-53,056 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 49,444
Change-49,444 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 47,643
Change-47,643 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 45,986
Change-45,986 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 44,957
Change-44,957 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 44,000
Change-44,000 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 43,178
Change-43,178 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 42,029
Change-42,029 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 39,895
Change-39,895 (-100%)
Value—
Nwam LLC
N/A
Shares— from 37,547
Change-37,547 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 36,088
Change-36,088 (-100%)
Value—
Northstar Financial Companies, Inc.
N/A
Shares— from 35,960
Change-35,960 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 35,438
Change-35,438 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 34,915
Change-34,915 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 34,605
Change-34,605 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 33,189
Change-33,189 (-100%)
Value—
Wealthgarden F.S. LLC
N/A
Shares— from 32,897
Change-32,897 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 30,643
Change-30,643 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 29,106
Change-29,106 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 28,030
Change-28,030 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 27,704
Change-27,704 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 27,673
Change-27,673 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 27,630
Change-27,630 (-100%)
Value—
Meridian Wealth Partners, LLC
N/A
Shares— from 26,791
Change-26,791 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 26,111
Change-26,111 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 25,807
Change-25,807 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 25,127
Change-25,127 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 25,052
Change-25,052 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 24,891
Change-24,891 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 24,550
Change-24,550 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 24,384
Change-24,384 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 24,064
Change-24,064 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 23,865
Change-23,865 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 23,646
Change-23,646 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 23,564
Change-23,564 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 23,146
Change-23,146 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 22,958
Change-22,958 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 22,694
Change-22,694 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 22,630
Change-22,630 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 22,236
Change-22,236 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 22,202
Change-22,202 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 22,177
Change-22,177 (-100%)
Value—
EQ LLC
N/A
Shares— from 21,335
Change-21,335 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 21,105
Change-21,105 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 21,054
Change-21,054 (-100%)
Value—
Windward Private Wealth Management Inc.
N/A
Shares— from 20,926
Change-20,926 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 20,365
Change-20,365 (-100%)
Value—
Stephens Inc
N/A
Shares— from 19,705
Change-19,705 (-100%)
Value—
Capital Asset Managemnet, LLC
N/A
Shares— from 19,253
Change-19,253 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 19,234
Change-19,234 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 18,717
Change-18,717 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 17,934
Change-17,934 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 17,481
Change-17,481 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 16,878
Change-16,878 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 16,826
Change-16,826 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 16,736
Change-16,736 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 16,620
Change-16,620 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 16,450
Change-16,450 (-100%)
Value—
Novus Advisors, LLC
N/A
Shares— from 16,392
Change-16,392 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 16,028
Change-16,028 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 15,967
Change-15,967 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 15,408
Change-15,408 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 13,570
Change-13,570 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 13,418
Change-13,418 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 13,293
Change-13,293 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 13,293
Change-13,293 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 12,894
Change-12,894 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 12,523
Change-12,523 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 12,323
Change-12,323 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 11,910
Change-11,910 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 11,773
Change-11,773 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 11,768
Change-11,768 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 11,553
Change-11,553 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 11,106
Change-11,106 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 11,039
Change-11,039 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 10,893
Change-10,893 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 10,781
Change-10,781 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 10,679
Change-10,679 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 10,029
Change-10,029 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 9,759
Change-9,759 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 9,532
Change-9,532 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 9,451
Change-9,451 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 9,299
Change-9,299 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 9,257
Change-9,257 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 8,895
Change-8,895 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 8,812
Change-8,812 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 8,761
Change-8,761 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 8,605
Change-8,605 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 8,593
Change-8,593 (-100%)
Value—
Viaable, LLC
N/A
Shares— from 8,479
Change-8,479 (-100%)
Value—
CBM Financial, LLC
N/A
Shares— from 8,171
Change-8,171 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 7,959
Change-7,959 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 7,698
Change-7,698 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 7,613
Change-7,613 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 7,515
Change-7,515 (-100%)
Value—
Commerce Bank
N/A
Shares— from 7,445
Change-7,445 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 7,435
Change-7,435 (-100%)
Value—
Proactive Wealth Strategies LLC
N/A
Shares— from 7,326
Change-7,326 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 7,141
Change-7,141 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 7,005
Change-7,005 (-100%)
Value—
Torrey-Payne Wealth Management, LLC
N/A
Shares— from 6,976
Change-6,976 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 6,943
Change-6,943 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 6,833
Change-6,833 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 6,780
Change-6,780 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 6,621
Change-6,621 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 6,465
Change-6,465 (-100%)
Value—
Soros Capital Management LLC
N/A
Shares— from 6,436
Change-6,436 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 6,254
Change-6,254 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 6,233
Change-6,233 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 6,161
Change-6,161 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 6,094
Change-6,094 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 5,943
Change-5,943 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 5,939
Change-5,939 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 5,932
Change-5,932 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 5,926
Change-5,926 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 5,921
Change-5,921 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 5,710
Change-5,710 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 5,662
Change-5,662 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 5,654
Change-5,654 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 5,421
Change-5,421 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 5,221
Change-5,221 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 5,188
Change-5,188 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 5,130
Change-5,130 (-100%)
Value—
Members Trust Co
N/A
Shares— from 5,100
Change-5,100 (-100%)
Value—
Strathmore Capital Advisors, Inc.
N/A
Shares— from 5,039
Change-5,039 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 5,017
Change-5,017 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 4,958
Change-4,958 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 4,877
Change-4,877 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 4,783
Change-4,783 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 4,564
Change-4,564 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 4,545
Change-4,545 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 4,469
Change-4,469 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 4,387
Change-4,387 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 4,351
Change-4,351 (-100%)
Value—
Gilbert & Cook, Inc.
N/A
Shares— from 4,344
Change-4,344 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 4,275
Change-4,275 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 3,640
Change-3,640 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 3,386
Change-3,386 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 2,809
Change-2,809 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 2,715
Change-2,715 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 2,609
Change-2,609 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 2,512
Change-2,512 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 2,438
Change-2,438 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 2,261
Change-2,261 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 2,169
Change-2,169 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 2,155
Change-2,155 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 1,971
Change-1,971 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,959
Change-1,959 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 1,483
Change-1,483 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 1,432
Change-1,432 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 1,334
Change-1,334 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,305
Change-1,305 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 1,232
Change-1,232 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,172
Change-1,172 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 1,113
Change-1,113 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 1,112
Change-1,112 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 1,061
Change-1,061 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,049
Change-1,049 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 987
Change-987 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 981
Change-981 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 816
Change-816 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 808
Change-808 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 792
Change-792 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 705
Change-705 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 686
Change-686 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 565
Change-565 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 493
Change-493 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 447
Change-447 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 435
Change-435 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 425
Change-425 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 406
Change-406 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 369
Change-369 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 338
Change-338 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 262
Change-262 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 221
Change-221 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 188
Change-188 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 153
Change-153 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 147
Change-147 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 143
Change-143 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 137
Change-137 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 136
Change-136 (-100%)
Value—
Chelsea Counsel Co
N/A
Shares— from 109
Change-109 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 108
Change-108 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 70
Change-70 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 67
Change-67 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 45
Change-45 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 42
Change-42 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 10
Change-10 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Status
LPL Financial LLC
INCREASED77,339,33162,170,177+15,169,154+24%$2.9B$3.4B+$540.7M2026-11-06
Bank of New York Mellon Corp
INCREASED18,441,67314,380,566+4,061,107+28%$663.7M$813.1M+$149.4M2026-11-05
Park Avenue Securities LLC
INCREASED15,696,88512,913,640+2,783,245+22%$596.0M$692.1K-$595.3M2026-10-26
SigFig Wealth Management, LLC
INCREASED6,051,9515,503,503+548,448+10%$254.9M$266.8M+$11.9M2026-10-07
Kestra Investment Management, LLC
INCREASED5,560,9775,336,406+224,571+4%$246.3M$245.2M-$1.1M2026-11-04
JB Capital LLC
INCREASED4,325,6783,518,337+807,341+23%$162.4M$190.7M+$28.3M2026-10-19
First Command Advisory Services, Inc.
INCREASED4,280,7573,635,592+645,165+18%$167.8M$188.7M+$21.0M2026-11-05
Farther Finance Advisors, LLC
INCREASED3,214,1292,594,856+619,273+24%$119.8M$141.7M+$22.0M2026-10-08
Mason & Associates, LLC
INCREASED3,031,3342,945,948+85,386+3%$136.0M$133.7M-$2.3M2026-10-26
Truist Financial Corp
INCREASED3,004,0172,309,950+694,067+30%$106.6M$132.4M+$25.8M2026-10-30
Sofi Wealth, LLC
INCREASED2,685,7981,615,903+1,069,895+66%$74.6M$118.4M+$43.8M2026-10-27
Thrivent Financial for Lutherans
INCREASED2,624,2382,430,055+194,183+8%$112.3M$115.6M+$3.3M2026-11-05
Vise Technologies, Inc.
INCREASED2,561,0851,557,969+1,003,116+64%$71.9M$112.9M+$41.0M2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED2,494,2332,054,359+439,874+21%$94.8M$110.0K-$94.7M2026-11-02
Allworth Financial LP
INCREASED2,434,2842,025,050+409,234+20%$93.5M$112.3M+$18.9M2026-11-06
Kestra Advisory Services, LLC
INCREASED2,423,1301,354,854+1,068,276+79%$62.5M$106.8M+$44.3M2026-11-02
Assetmark, Inc
INCREASED2,246,1022,161,917+84,185+4%$99.8M$99.0M-$741.8K2026-10-21
Symmetry Partners, LLC
DECREASED2,131,3182,223,177-91,859-4%$102.6M$94.0M-$8.6M2026-10-27
Fifth Third Bancorp
INCREASED2,121,7151,980,257+141,458+7%$91.4M$93.5M+$2.2M2026-11-05
Concurrent Investment Advisors, LLC
INCREASED2,037,669608,522+1,429,147+235%$28.1M$89.8M+$61.8M2026-10-16
Compass Ion Advisors, LLC
INCREASED1,881,9061,789,088+92,818+5%$82.6M$83.0M+$406.8K2026-10-23
Prime Capital Investment Advisors, LLC
INCREASED1,779,2221,657,922+121,300+7%$76.5M$78.4M+$1.9M2026-10-20
Atria Investments, Inc
INCREASED1,690,4711,381,084+309,387+22%$63.7M$74.5M+$10.8M2026-10-15
Commonwealth Equity Services, LLC
DECREASED1,664,8673,207,478-1,542,611-48%$148.0M$73.4M-$74.6M2026-11-02
Heck Capital Advisors, LLC
INCREASED1,659,822105,140+1,554,682+1479%$4.9M$73.2M+$68.3M2026-10-14
Stone House Investment Management, LLC
INCREASED1,652,9141,302,975+349,939+27%$60.1M$72.9M+$12.7M2026-10-23
Univest Financial Corp
INCREASED1,647,9821,278,847+369,135+29%$59.0M$72.7M+$13.6M2026-11-05
Apella Capital, LLC
INCREASED1,626,6511,382,574+244,077+18%$63.3M$71.6M+$8.3M2026-10-08
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED1,624,8701,177,018+447,852+38%$54.3M$71.6M+$17.3M2026-10-13
Affinity Capital Advisors, LLC
INCREASED1,616,9791,435,965+181,014+13%$66.1M$71.4M+$5.3M2026-10-13
Global Strategic Investment Solutions, LLC
INCREASED1,608,1831,498,899+109,284+7%$69.2M$70.9M+$1.7M2026-10-16
Baker Avenue Asset Management, LP
INCREASED1,606,1821,561,092+45,090+3%$72.0M$70.8M-$1.2M2026-11-06
Pacific Capital Wealth Advisors, Inc.
INCREASED1,597,7324,755+1,592,977+33501%$219.4K$70.4M+$70.2M2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED1,512,432859,965+652,467+76%$39.3M$66.8M+$27.4M2026-10-13
PNC Financial Services Group, Inc.
INCREASED1,476,3611,467,812+8,549+1%$67.7M$65.1M-$2.6M2026-11-06
MGO One Seven LLC
INCREASED1,294,5891,199,447+95,142+8%$55.4M$57.1M+$1.7M2026-10-28
Perigon Wealth Management, LLC
INCREASED1,294,158911,989+382,169+42%$42.1M$57.1M+$15.0M2026-10-22
SteelPeak Wealth, LLC
DECREASED1,291,2121,376,841-85,629-6%$63.5M$56.9M-$6.6M2026-10-16
Integrity Alliance, Llc.
INCREASED1,242,1221,161,836+80,286+7%$53.6M$54.8M+$1.1M2026-10-29
Strategic Blueprint, LLC
INCREASED1,225,9911,001,508+224,483+22%$46.2M$54.1M+$7.8M2026-10-22
Sharkey, Howes & Javer
INCREASED1,200,9911,199,567+1,424+0%$55.4M$53.0M-$2.4M2026-10-22
Stash Investments, LLC
INCREASED1,200,7661,108,163+92,603+8%$51.1M$52.9M+$1.8M2026-10-26
Trek Financial, LLC
INCREASED1,176,990906,801+270,189+30%$41.8M$51.9M+$10.0M2026-10-29
Regions Financial Corp
INCREASED1,176,0941,119,089+57,005+5%$51.6M$51.9M+$208.0K2026-11-05
Diversify Wealth Management, LLC
INCREASED1,169,815673,999+495,816+74%$30.7M$52.0M+$21.3M2026-10-20
Diversify Advisory Services, LLC
INCREASED1,169,815673,999+495,816+74%$30.7M$52.0M+$21.3M2026-10-20
Horst & Graben Wealth Management LLC
INCREASED1,154,896940,182+214,714+23%$43.2M$50.9M+$7.7M2026-11-02
Avidian Wealth Enterprises, LLC
DECREASED1,107,1321,146,437-39,305-3%$52.9M$48.8M-$4.1M2026-10-08
Johnson Bixby & Associates, LLC
INCREASED1,106,1351,025,312+80,823+8%$47.3M$48.8M+$1.5M2026-10-14
One Advisory Partners, LLC
INCREASED1,041,065787,646+253,419+32%$36.3M$45.9M+$9.6M2026-10-22
Merit Financial Group, LLC
INCREASED993,601491,505+502,096+102%$22.7M$43.8M+$21.1M2026-11-06
Keybank National Association
DECREASED978,319998,099-19,780-2%$46.1M$43.1M-$2.9M2026-11-04
Spire Wealth Management
DECREASED856,892868,483-11,591-1%$40.1M$37.8M-$2.3M2026-10-30
Brookstone Capital Management
INCREASED856,353826,609+29,744+4%$38.1M$37.8M-$391.4K2026-10-22
Elevation Wealth Partners, LLC
INCREASED820,424777,144+43,280+6%$35.9M$36.2M+$307.3K2026-10-07
Bay Harbor Wealth Management, LLC
INCREASED724,429588,169+136,260+23%$27.1M$31.9M+$4.8M2026-11-03
Simplicity Wealth,LLC
INCREASED722,797400,169+322,628+81%$18.5M$31.9M+$13.4M2026-10-23
Blue Trust, Inc.
INCREASED721,120557,737+163,383+29%$25.7M$31.8M+$6.1M2026-10-15
Skyline Advisors, Inc.
INCREASED699,879650,653+49,226+8%$30.0M$30.9M+$830.0K2026-11-03
Citigroup Inc
INCREASED682,119311,852+370,267+119%$14.4M$30.1M+$15.7M2026-11-04
Landmark Wealth Management, Inc.
DECREASED681,861728,740-46,879-6%$33.6M$30.1M-$3.6M2026-11-04
KWB Wealth
INCREASED667,944533,978+133,966+25%$24.6M$29.4M+$4.8M2026-10-16
Compound Planning, Inc.
DECREASED657,099720,843-63,744-9%$33.3M$29.0M-$4.3M2026-11-05
Apollon Wealth Management, LLC
INCREASED620,602302,827+317,775+105%$14.0M$27.4M+$13.4M2026-10-23
West Wealth Group, LLC
INCREASED615,223468,155+147,068+31%$21.6M$27.1M+$5.5M2026-10-14
CFS Investment Advisory Services, LLC
INCREASED605,150480,540+124,610+26%$22.1M$26.6M+$4.6M2026-10-19
Sovran Advisors, LLC
INCREASED576,615434,972+141,643+33%$19.8M$25.8M+$6.0M2026-11-02
Apeiron RIA LLC
INCREASED557,270290,351+266,919+92%$13.4M$24.5M+$11.1M2026-10-08
Hoxton Planning & Management, LLC
INCREASED521,252418,886+102,366+24%$19.3M$23.0M+$3.7M2026-10-15
Elevated Financial Group LLC
DECREASED499,211563,378-64,167-11%$26.0M$22.0M-$4.0M2026-10-16
Claro Advisors Inc.
INCREASED478,913392,139+86,774+22%$18.1M$21.1M+$3.0M2026-11-02
Creative Planning
DECREASED470,581491,465-20,884-4%$22.7M$20.7M-$1.9M2026-11-02
Endeavor Private Wealth, Inc.
INCREASED439,797419,748+20,049+5%$19.4M$19.4M+$19.2K2026-11-05
Financial Life Advisors
INCREASED433,116369,768+63,348+17%$17.1M$19.1M+$2.0M2026-10-14
Cornerstone Planning Group LLC
INCREASED391,984339,310+52,674+16%$15.4M$17.3M+$1.9M2026-10-16
Csenge Advisory Group
INCREASED380,514303,018+77,496+26%$14.0M$16.8M+$2.8M2026-11-04
SWP Financial LLC
INCREASED359,494298,965+60,529+20%$13.8M$15.9M+$2.1M2026-10-23
Firestone Capital Management
INCREASED357,428354,450+2,978+1%$16.4M$15.8M-$598.9K2026-11-03
VestGen Advisors, LLC
INCREASED355,600333,795+21,805+7%$15.4M$15.7M+$273.7K2026-10-27
Worth Asset Management, LLC
NEW355,511—+355,511——$15.7M—2026-10-07
Ashton Thomas Securities, LLC
NEW354,544—+354,544——$15.6M—2026-10-26
Focus Financial Network, Inc.
INCREASED354,210284,602+69,608+24%$13.1M$15.6M+$2.5M2026-10-14
Advus Financial Partners, LLC
INCREASED343,410321,928+21,482+7%$14.9M$15.1M+$284.0K2026-10-20
Lodestar Private Asset Management LLC
DECREASED341,938354,689-12,751-4%$16.4M$15.1M-$1.3M2026-10-26
Ascentis Independent Advisors
NEW328,551—+328,551——$14.5M—2026-11-03
Security Financial Services, Inc.
INCREASED325,467276,857+48,610+18%$12.8M$14.3M+$1.6M2026-10-29
TSA Wealth Managment LLC
INCREASED319,212239,010+80,202+34%$11.0M$14.1M+$3.0M2026-10-22
D.A. Davidson & Co.
DECREASED312,575313,806-1,2310%$14.5M$13.8M-$700.7K2026-10-28
Ashton Thomas Private Wealth, LLC
INCREASED309,758209,211+100,547+48%$9.7M$13.7M+$4.0M2026-11-03
One Wealth Capital Management, LLC
INCREASED305,122294,799+10,323+4%$13.6M$13.5M-$152.2K2026-10-23
Alterna Wealth Management, Inc
INCREASED292,557253,902+38,655+15%$11.7M$12.9M+$1.2M2026-10-27
Elevation Point Wealth Partners, LLC
INCREASED289,941241,668+48,273+20%$11.2M$12.8M+$1.6M2026-11-05
Parr Mcknight Wealth Management Group, LLC
DECREASED286,432286,916-4840%$13.2M$12.6M-$612.4K2026-10-30
Beacon Capital Management, LLC
INCREASED282,347101,980+180,367+177%$4.7M$12.4M+$7.7M2026-10-23
Galvin, Gaustad & Stein, LLC
INCREASED270,678263,589+7,089+3%$12.2M$11.9M-$230.4K2026-10-08
Polaris Investment Advisors, LLC
INCREASED268,828212,398+56,430+27%$9.8M$11.9M+$2.1M2026-10-20
Cypress Wealth Services, LLC
INCREASED265,040212,533+52,507+25%$9.8M$11.7M+$1.9M2026-10-21
PFG Advisors
INCREASED257,772233,566+24,206+10%$10.8M$11.4M+$586.1K2026-10-16
Centurion Wealth Management LLC
INCREASED257,150154,257+102,893+67%$7.1M$11.3M+$4.2M2026-10-13
Balefire, LLC
INCREASED256,862120,307+136,555+114%$5.6M$11.3M+$5.8M2026-10-09
Atlatl Advisers LLC
INCREASED256,179248,945+7,234+3%$11.5M$11.3M-$193.9K2026-10-22
Leslie Global Wealth, LLC
INCREASED255,645224,529+31,116+14%$10.4M$11.3M+$909.4K2026-10-26
Armor Investment Advisors, LLC
DECREASED254,665256,207-1,542-1%$11.8M$11.2M-$595.8K2026-10-27
Newport Capital Group, LLC
NEW251,806—+251,806——$11.4M—2026-10-16
Legacy Wealth Partners, LLC
INCREASED250,124239,969+10,155+4%$11.1M$11.0M-$46.6K2026-10-15
Lido Advisors, LLC
INCREASED248,740188,838+59,902+32%$8.7M$11.0M+$2.3M2026-11-04
Client 1ST Advisory Group, LLC
INCREASED246,079230,945+15,134+7%$10.7M$10.8M+$191.5K2026-10-19
Tanager Wealth Management LLP
DECREASED245,100272,363-27,263-10%$12.6M$10.8M-$1.8M2026-10-19
Integrity Advisory Solutions, LLC
INCREASED225,703193,520+32,183+17%$8.9M$10.0M+$1.0M2026-10-29
Sagespring Wealth Partners, LLC
INCREASED223,477171,994+51,483+30%$7.9M$9.9M+$1.9M2026-10-22
J.M. Arbour, LLC
INCREASED220,375173,800+46,575+27%$8.0M$9.7M+$1.7M2026-11-05
Pinion Investment Advisors, LLC
INCREASED216,732191,311+25,421+13%$8.8M$9.6M+$726.7K2026-11-04
Quattro Financial Advisors LLC
DECREASED211,891213,089-1,198-1%$9.8M$9.3M-$491.8K2026-10-15
Portfolio Resources Advisor Group, Inc.
INCREASED210,044172,509+37,535+22%$8.0M$9.3M+$1.3M2026-10-20
Verus Capital Partners, LLC
INCREASED208,654168,241+40,413+24%$7.8M$9.2M+$1.4M2026-11-03
New Capital Management LP
INCREASED207,159196,719+10,440+5%$9.1M$9.1M+$55.1K2026-10-29
B. Riley Wealth Advisors, Inc.
INCREASED200,845167,394+33,451+20%$7.8M$8.9M+$1.1M2026-10-13
Diversified Portfolios, Inc.
INCREASED199,534155,148+44,386+29%$7.2M$8.8M+$1.6M2026-11-04
Bensler, LLC
DECREASED195,540230,170-34,630-15%$10.6M$8.6M-$2.0M2026-11-05
BCU Wealth Advisors, LLC
INCREASED189,424172,845+16,579+10%$8.0M$8.4M+$374.9K2026-10-16
Independent Financial Group, LLC
INCREASED186,096179,345+6,751+4%$8.3M$8.2M-$71.8K2026-10-13
Orgel Wealth Management, LLC
DECREASED184,975197,945-12,970-7%$9.1M$8.2M-$979.6K2026-10-14
Rossby Financial, LCC
INCREASED183,64041,466+142,174+343%$1.9M$8.1M+$6.2M2026-11-05
PCG Asset Management, LLC
NEW181,366—+181,366——$8.0M—2026-11-05
Royal Fund Management, LLC
INCREASED172,673166,737+5,936+4%$7.7M$7.6M-$81.8K2026-10-22
Patriot Financial Group Insurance Agency, LLC
INCREASED167,130139,732+27,398+20%$6.4M$7.4M+$920.2K2026-10-14
Swmg, LLC
INCREASED165,541151,734+13,807+9%$6.9M$7.4M+$478.5K2026-10-23
Two West Capital Advisors LLC
INCREASED165,324127,755+37,569+29%$5.8M$7.3M+$1.5M2026-10-15
Xena Financial Planning, LLC
INCREASED163,176147,870+15,306+10%$6.8M$7.2M+$370.2K2026-10-13
SAX Wealth Advisors, LLC
INCREASED162,383134,724+27,659+21%$6.2M$7.2M+$936.6K2026-10-13
Randall & Associates Wealth Management
INCREASED162,150154,526+7,624+5%$7.1M$7.1M+$17.8K2026-10-20
JFS Wealth Advisors, LLC
INCREASED159,312128,757+30,555+24%$5.9M$7.0M+$1.1M2026-11-03
Valley National Advisers Inc
DECREASED153,441362,856-209,415-58%$16.7M$6.8M-$10.0M2026-10-23
Lifelong Wealth Advisors, Inc.
INCREASED150,425135,297+15,128+11%$6.2M$6.6M+$388.3K2026-10-19
Alliance Private Wealth, LLC
INCREASED149,129149,110+19+0%$6.9M$6.6M-$306.3K2026-10-20
CoreCap Advisors, LLC
INCREASED147,578117,737+29,841+25%$5.4M$6.5M+$1.1M2026-10-08
Absolute Capital Management, LLC
INCREASED138,135104,161+33,974+33%$4.8M$6.1M+$1.3M2026-10-16
First Heartland Consultants, Inc.
INCREASED136,140110,333+25,807+23%$5.1M$6.0M+$910.6K2026-10-08
Forte Asset Management LLC
INCREASED135,849103,695+32,154+31%$4.8M$6.0M+$1.2M2026-10-13
FFG Retirement Advisors LLC
DECREASED135,811138,732-2,921-2%$6.4M$6.0M-$414.6K2026-10-20
WealthPLAN Partners, LLC
INCREASED134,855106,293+28,562+27%$4.9M$5.9M+$1.0M2026-10-15
Asset One Wealth Management LLC
INCREASED133,0817,816+125,265+1603%$357.7K$5.9M+$5.5M2026-11-02
Parallel Advisors, LLC
INCREASED130,86342,451+88,412+208%$2.0M$5.8M+$3.8M2026-11-03
Westside Investment Management, Inc.
DECREASED129,210130,378-1,168-1%$6.0M$5.7M-$321.1K2026-11-02
Entrust Financial LLC
NEW127,136—+127,136——$5.6M—2026-11-04
Balance Wealth Partners LLC
INCREASED124,744100,699+24,045+24%$4.6M$5.5M+$852.7K2026-10-27
Able Wealth Management LLC
INCREASED123,844120,297+3,547+3%$5.6M$5.4M-$112.1K2026-10-13
Retirement Wealth Solutions LLC
INCREASED122,21198,948+23,263+24%$4.6M$5.4M+$821.9K2026-10-07
RFG Advisory, LLC
INCREASED121,669119,805+1,864+2%$5.5M$5.4M-$164.6K2026-11-03
Equity Wealth Partners, LLC
INCREASED121,173119,930+1,243+1%$5.5M$5.3M-$192.3K2026-10-26
IFP Advisors, Inc
INCREASED121,053112,010+9,043+8%$5.2M$5.3M+$168.0K2026-10-16
Saxony Capital Management, LLC
INCREASED119,17795,847+23,330+24%$4.4M$5.3M+$831.2K2026-10-15
Tempus Wealth Planning, LLC
INCREASED118,91383,511+35,402+42%$3.9M$5.2M+$1.4M2026-10-14
ASL Financial, LLC
INCREASED118,59883,853+34,745+41%$3.9M$5.2M+$1.4M2026-10-15
WealthPoint Financial, LLC
INCREASED117,584100,866+16,718+17%$4.7M$5.2M+$529.3K2026-11-03
Clear Creek Financial Management, LLC
DECREASED117,393119,621-2,228-2%$5.5M$5.2M-$344.7K2026-10-28
Range Financial Group LLC
INCREASED117,34874,642+42,706+57%$3.4M$5.2M+$1.7M2026-10-21
XY Planning Network, Inc.
INCREASED114,22387,081+27,142+31%$4.0M$5.0M+$1.0M2026-10-14
Cassilly Financial Group LLC
INCREASED113,56394,541+19,022+20%$4.4M$5.0M+$643.9K2026-10-07
Gen-Wealth Partners Inc
INCREASED108,32185,221+23,100+27%$3.9M$4.8M+$842.9K2026-11-04
Leonard Rickey Investment Advisors P.L.L.C.
DECREASED105,345107,688-2,343-2%$5.0M$4.6M-$325.2K2026-10-29
B.O.S.S. Retirement Advisors, LLC
INCREASED104,41797,986+6,431+7%$4.5M$4.6M+$81.7K2026-10-26
Savant Capital, LLC
INCREASED102,07614,690+87,386+595%$677.5K$4.5M+$3.8M2026-11-06
Fragasso Financial Advisors Inc
NEW101,744—+101,744——$4.5M—2026-10-13
Aspire Private Capital, LLC
INCREASED100,90483,349+17,555+21%$3.8M$4.4M+$602.3K2026-11-05
Columbus Macro, LLC
INCREASED99,43052,294+47,136+90%$2.4M$4.4M+$2.0M2026-10-14
BOS Asset Management, LLC
DECREASED98,55299,046-4940%$4.6M$4.3M-$225.8K2026-10-09
Maia Wealth LLC
INCREASED97,50258,794+38,708+66%$2.7M$4.3M+$1.6M2026-10-19
Signature Estate & Investment Advisors LLC
INCREASED93,94376,409+17,534+23%$3.5M$4.1M+$615.6K2026-10-13
White Lighthouse Investment Management Inc.
DECREASED93,47994,329-850-1%$4.4M$4.1M-$231.8K2026-10-21
Strategy Asset Managers LLC
INCREASED93,37689,258+4,118+5%$4.1M$4.1M-$2.3K2026-10-14
OpenArc Corporate Advisory, LLC
INCREASED93,02571,377+21,648+30%$3.3M$4.1M+$807.4K2026-10-21
Targeted Financial Services LLC
INCREASED91,96837,481+54,487+145%$1.7M$4.1M+$2.3M2026-10-19
J.W. Cole Advisors, Inc.
INCREASED91,85676,158+15,698+21%$3.5M$4.0M+$535.2K2026-11-05
TMB Capital Partners, LLC
INCREASED90,32585,530+4,795+6%$3.9M$4.0M+$35.2K2026-10-20
Prospera Financial Services Inc
INCREASED90,15585,349+4,806+6%$3.9M$4.0M+$110.0K2026-11-04
Genesis Private Wealth, LLC
INCREASED89,04379,884+9,159+11%$3.7M$3.9M+$239.3K2026-11-02
Pines Wealth Management, LLC
INCREASED87,86283,493+4,369+5%$3.9M$3.9M+$20.6K2026-10-21
Montecito Bank & Trust
INCREASED84,27581,997+2,278+3%$3.8M$3.7M-$68.5K2026-10-01
Signal Advisors Wealth, LLC
INCREASED83,80471,539+12,265+17%$3.3M$3.7M+$393.4K2026-10-13
Renasant Bank
DECREASED82,93483,135-2010%$3.8M$3.7M-$180.1K2026-11-05
Kestra Private Wealth Services, LLC
INCREASED82,45562,964+19,491+31%$2.9M$3.6M+$729.7K2026-11-06
Fifth Third Securities, Inc.
INCREASED81,75062,065+19,685+32%$2.9M$3.6M+$740.1K2026-10-21
Worth Financial Advisory Group, LLC
INCREASED81,27979,433+1,846+2%$3.7M$3.6M-$82.3K2026-10-19
Centerline Wealth Advisors, LLC
INCREASED81,17519,079+62,096+325%$880.5K$3.6M+$2.7M2026-10-15
RDA Financial Network
INCREASED77,77260,553+17,219+28%$2.8M$3.4M+$634.4K2026-10-15
Professional Financial Advisors, LLC
INCREASED76,14261,667+14,475+23%$2.8M$3.4M+$511.2K2026-10-13
FC Advisory LLC
INCREASED74,67765,789+8,888+14%$3.0M$3.3M+$256.4K2026-10-05
JHP Wealth Management, LLC
NEW74,605—+74,605——$3.3M—2026-11-06
Capital Investment Advisory Services, LLC
INCREASED74,21852,748+21,470+41%$2.4M$3.3M+$841.7K2026-10-30
Merited Wealth, LLC
INCREASED73,26372,653+610+1%$3.4M$3.2M-$122.8K2026-10-13
Hobbs Wealth Management, LLC
INCREASED72,68159,903+12,778+21%$2.8M$3.2M+$440.0K2026-10-20
FWG Investments, Llc.
INCREASED72,48542,136+30,349+72%$1.9M$3.2M+$1.3M2026-11-03
Seneca Financial Advisors LLC
INCREASED71,87066,428+5,442+8%$3.1M$3.2M+$103.1K2026-10-28
Private Trust Co NA
INCREASED69,71654,652+15,064+28%$2.5M$3.1M+$551.6K2026-10-20
W Advisors, LLC
INCREASED69,60062,058+7,542+12%$2.9M$3.1M+$204.7K2026-11-02
Merkkuri Wealth Advisors LLC
INCREASED69,04654,166+14,880+27%$2.5M$3.0M+$544.5K2026-11-03
Capital Square, LLC
INCREASED68,02757,772+10,255+18%$2.6M$3.0M+$356.8K2026-10-19
Mather Group, Llc.
INCREASED67,41642,427+24,989+59%$2.0M$3.0M+$1.0M2026-10-14
Ascentis Wealth Management, LLC
INCREASED67,13244,765+22,367+50%$2.1M$3.0M+$893.9K2026-11-03
Fiscal Wisdom Wealth Management, LLC
INCREASED67,01647,728+19,288+40%$2.2M$3.0M+$752.1K2026-10-16
Apollon Financial, LLC
INCREASED66,86462,631+4,233+7%$2.9M$2.9M+$57.6K2026-10-23
Visionary Horizons, LLC
INCREASED66,17851,685+14,493+28%$2.4M$2.9M+$532.5K2026-10-22
Archer Investment Management, LLC
INCREASED65,97328,591+37,382+131%$1.3M$2.9M+$1.6M2026-10-13
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED65,95956,291+9,668+17%$2.6M$2.9M+$310.3K2026-10-14
LifeSteps Financial, Inc.
INCREASED65,8586,839+59,019+863%$315.6K$2.9M+$2.6M2026-10-15
Sigma Planning Corp
INCREASED65,57355,332+10,241+19%$2.6M$2.9M+$348.0K2026-10-23
Cape Investment Advisory, Inc.
INCREASED65,06754,060+11,007+20%$2.5M$2.9M+$373.9K2026-10-13
Secure Asset Management, LLC
DECREASED64,95377,580-12,627-16%$3.6M$2.9M-$716.5K2026-10-19
KFA Private Wealth Group, LLC
DECREASED64,37166,258-1,887-3%$3.1M$2.8M-$219.7K2026-10-07
Advisory Solutions Group, LLC
INCREASED64,14363,276+867+1%$2.9M$2.8M-$92.1K2026-10-14
M Holdings Securities, Inc.
INCREASED63,81458,217+5,597+10%$2.7M$2.8K-$2.7M2026-11-03
Davenport & Co LLC
DECREASED63,51864,173-655-1%$3.0M$2.8M-$161.1K2026-10-14
Sutton Place Investors LLC
INCREASED63,37149,293+14,078+29%$2.3M$2.8M+$519.2K2026-10-20
Sculati Wealth Management, LLC
DECREASED62,79765,368-2,571-4%$3.0M$2.8M-$220.7K2026-10-19
Sound Income Strategies, LLC
DECREASED62,69269,592-6,900-10%$3.2M$2.8M-$444.4K2026-10-09
Beacon Financial Advisory LLC
INCREASED60,22846,020+14,208+31%$2.1M$2.7M+$531.7K2026-10-16
Moneywise, Inc.
DECREASED60,15964,798-4,639-7%$3.0M$2.7M-$338.0K2026-10-30
Firethorn Wealth Partners, LLC
INCREASED59,54756,990+2,557+4%$2.6M$2.6M-$4.6K2026-10-14
Parkway Wealth Management Group, LLC
INCREASED59,52923,142+36,387+157%$1.1M$2.6M+$1.6M2026-10-20
Kroeger Financial Partners
DECREASED59,43361,361-1,928-3%$2.8M$2.6M-$211.4K2026-10-19
Golden State Wealth Management, LLC
INCREASED58,27645,309+12,967+29%$2.1M$2.6M+$478.4K2026-11-02
Life Planning Partners, Inc
DECREASED58,02371,639-13,616-19%$3.3M$2.6M-$747.9K2026-10-28
LifeWealth Investments, LLC
NEW57,950—+57,950——$2.6M—2026-10-21
Cornerstone Advisors Asset Management, LLC
UNCHANGED57,34257,34200%$2.6M$2.5M-$118.1K2026-11-06
Nations Financial Group Inc,
INCREASED57,22251,169+6,053+12%$2.4M$2.5M+$161.5K2026-11-05
BridgePort Financial Solutions, LLC
INCREASED55,83347,384+8,449+18%$2.2M$2.5M+$274.9K2026-11-02
Cyndeo Wealth Partners, LLC
INCREASED55,16342,411+12,752+30%$2.0M$2.4M+$474.9K2026-10-16
Patriot Investment Management Group, Inc.
DECREASED54,98755,389-402-1%$2.6M$2.4M-$131.8K2026-10-15
Americana Partners, LLC
INCREASED54,54254,362+180+0%$2.5M$2.4M-$104.1K2026-10-28
LongView Wealth Management
INCREASED53,26943,961+9,308+21%$2.0M$2.3M+$319.8K2026-10-19
Wealthstar Advisors, LLC
UNCHANGED53,12553,12500%$2.5M$2.3M-$109.4K2026-10-19
Legacy Advisory Services, LLC
NEW52,283—+52,283——$2.3M—2026-10-20
Daviman Financial, LLC
DECREASED52,282129,818-77,536-60%$6.0M$2.3M-$3.7M2026-11-06
Central Pacific Bank - Trust Division
INCREASED52,16651,498+668+1%$2.4M$2.3M-$76.6K2026-10-06
Zenith Solutions, Inc.
INCREASED50,62235,741+14,881+42%$1.6M$2.2M+$582.5K2026-10-19
Madson Wealth Advisors Inc
INCREASED50,17947,003+3,176+7%$2.2M$2.2M+$43.2K2026-10-13
Triad Wealth Partners, LLC
INCREASED49,41245,878+3,534+8%$2.1M$2.2M+$97.3K2026-10-26
Blue Capital, Inc.
INCREASED49,11849,029+89+0%$2.3M$2.2M-$97.1K2026-10-13
Kelly Financial Services LLC
INCREASED48,67336,806+11,867+32%$1.7M$2.1M+$447.4K2026-10-20
Legacy Edge Advisors, LLC
INCREASED48,16845,923+2,245+5%$2.1M$2.1M+$4.4K2026-11-06
Creative Financial Designs Inc
INCREASED47,39738,298+9,099+24%$1.8M$2.1M+$322.3K2026-11-04
Moors & Cabot, Inc.
INCREASED47,27934,612+12,667+37%$1.6M$2.1M+$487.2K2026-11-06
Latitude Advisors, LLC
INCREASED47,24136,617+10,624+29%$1.7M$2.1M+$392.9K2026-10-27
Signature Equity Partners, LLC
INCREASED46,7584,254+42,504+999%$196.3K$2.1M+$1.9M2026-10-29
Mosley Wealth Management
DECREASED45,37851,039-5,661-11%$2.4M$2.0M-$337.5K2026-10-16
Whipplewood Advisors, LLC
NEW44,764—+44,764——$2.0M—2026-10-20
Trust Point Inc.
NEW44,556—+44,556——$2.0M—2026-10-27
LiftPoint Family Wealth Advisors LLC
INCREASED42,66833,868+8,800+26%$1.6M$1.9M+$318.2K2026-11-03
Cap Partners, LLC
INCREASED41,88538,389+3,496+9%$1.8M$1.8M+$75.0K2026-10-19
Lpwm LLC
UNCHANGED41,82241,82200%$1.9M$1.8M-$86.2K2026-10-20
Hoese & Co LLP
DECREASED41,07441,966-892-2%$1.9M$1.8M-$125.8K2026-10-21
Lockerman Financial Group, Inc.
INCREASED41,05832,635+8,423+26%$1.5M$1.8M+$304.2K2026-10-19
MSH Capital Advisors LLC
INCREASED40,87036,897+3,973+11%$1.7M$1.8M+$99.2K2026-11-03
Cooper Financial Group
DECREASED39,42639,882-456-1%$1.8M$1.7M-$102.3K2026-10-07
EverSource Wealth Advisors, LLC
INCREASED37,82931,831+5,998+19%$1.5M$1.7M+$198.9K2026-11-04
Braun-Bostich & Associates Inc.
INCREASED37,30310,242+27,061+264%$472.7K$1.6M+$1.2M2026-10-20
Omni 360 Wealth, Inc.
INCREASED36,99635,775+1,221+3%$1.7M$1.6M-$19.9K2026-10-13
MN Wealth Advisors, LLC
INCREASED36,52030,213+6,307+21%$1.4M$1.6M+$215.8K2026-10-23
Lloyd Advisory Services, Llc.
INCREASED35,90113,931+21,970+158%$642.9K$1.6M+$940.0K2026-11-02
Quartz Partners, LLC
INCREASED35,70328,231+7,472+26%$1.3M$1.6M+$271.3K2026-11-03
Wedbush Securities Inc
INCREASED35,26030,478+4,782+16%$1.4M$1.6K-$1.4M2026-10-22
Hutchens & Kramer Investment Management Group, LLC
INCREASED34,85628,685+6,171+22%$1.3M$1.5M+$213.0K2026-10-16
LCW Services, LLC
INCREASED34,29232,589+1,703+5%$1.5M$1.5M+$8.0K2026-10-21
Arwa LLC
DECREASED34,14236,242-2,100-6%$1.7M$1.5M-$150.1K2026-10-21
Robertson Stephens Wealth Management, LLC
INCREASED33,68121,175+12,506+59%$977.2K$1.5M+$507.8K2026-10-16
Farrell Financial LLC
DECREASED32,79233,783-991-3%$1.6M$1.4M-$113.3K2026-10-16
US Bancorp \de\
DECREASED32,55368,789-36,236-53%$3.2M$1.4M-$1.7M2026-11-05
Vested Financial Planning, LLC
DECREASED32,04034,155-2,115-6%$1.6M$1.4M-$163.6K2026-10-28
Caliber Wealth Management, LLC / KS
INCREASED31,75730,336+1,421+5%$1.4M$1.4M+$1552026-11-04
Align Financial, LLC
DECREASED31,57073,175-41,605-57%$3.4M$1.4M-$2.0M2026-10-16
RCS Financial Planning, LLC
DECREASED31,28033,269-1,989-6%$1.5M$1.4M-$156.2K2026-10-14
Arcadia Wealth Management, LLC
INCREASED30,6065,320+25,286+475%$245.5K$1.3M+$1.1M2026-10-22
Raleigh Capital Management Inc.
INCREASED30,51723,779+6,738+28%$1.1M$1.3M+$248.1K2026-10-28
Clearstead Advisors, LLC
DECREASED30,49432,545-2,051-6%$1.5M$1.3M-$157.5K2026-11-06
Foster Group, Inc.
INCREASED30,32629,522+804+3%$1.4M$1.3M-$25.4K2026-10-13
Fulcrum Equity Management
INCREASED29,55320,948+8,605+41%$966.7K$1.3M+$336.3K2026-10-21
Spectrum Planning & Advisory Services Inc.
DECREASED29,54931,503-1,954-6%$1.5M$1.3M-$151.1K2026-11-05
Ascent Group, LLC
INCREASED29,46728,089+1,378+5%$1.3M$1.3M+$2.9K2026-10-30
Asempa Wealth Advisors
DECREASED29,19729,869-672-2%$1.4M$1.3M-$92.9K2026-10-07
Klaas Financial Asset Advisors, LLC
DECREASED28,58029,584-1,004-3%$1.4M$1.3M-$105.2K2026-10-19
Uptick Partners, LLC
INCREASED27,9477,228+20,719+287%$333.6K$1.2M+$898.6K2026-11-04
Aegis Wealth Management, Inc.
INCREASED27,72117,553+10,168+58%$810.1K$1.2M+$412.1K2026-10-26
Wealthcare Advisory Partners LLC
NEW27,655—+27,655——$1.2M—2026-10-21
Marino, Stram & Associates LLC
INCREASED27,22025,664+1,556+6%$1.2M$1.2M+$15.7K2026-10-22
Sowell Financial Services LLC
INCREASED26,45321,773+4,680+21%$1.0M$1.2M+$161.5K2026-10-23
Kingswood Wealth Advisors, LLC
INCREASED26,44624,542+1,904+8%$1.1M$1.2M+$33.4K2026-10-23
Stirlingshire Investments, Inc.
INCREASED25,91921,209+4,710+22%$979.8K$1.1M+$164.5K2026-11-05
Semus Wealth Partners LLC
INCREASED25,88819,813+6,075+31%$914.4K$1.1M+$227.0K2026-10-22
WBH Advisory Inc
DECREASED25,87627,546-1,670-6%$1.3M$1.1M-$130.4K2026-11-05
River's Edge Wealth Management, LLC
INCREASED25,74912,955+12,794+99%$592.9K$1.1M+$552.1K2026-10-19
Flagship Harbor Advisors, LLC
INCREASED25,58115,528+10,053+65%$716.6K$1.1M+$411.3K2026-10-26
Smart Wealth LLC
INCREASED25,55811,065+14,493+131%$510.7K$1.1M+$616.2K2026-11-04
Spinnaker Investment Group, LLC
INCREASED25,49418,575+6,919+37%$857.2K$1.1M+$266.8K2026-10-13
RCW Management, LLC
INCREASED24,98024,760+220+1%$1.1M$1.1M-$41.3K2026-10-30
ETF Portfolio Partners, Inc.
DECREASED24,93525,701-766-3%$1.2M$1.1M-$86.7K2026-10-22
LexAurum Advisors, LLC
INCREASED24,25023,063+1,187+5%$1.1M$1.1M+$4.8K2026-10-19
World Equity Group, Inc.
DECREASED24,16347,087-22,924-49%$2.2M$1.1M-$1.1M2026-10-14
Richardson Financial Services Inc.
INCREASED24,02923,222+807+3%$1.1M$1.1M-$12.3K2026-10-30
Valmark Advisers, Inc.
INCREASED23,98623,512+474+2%$1.1M$1.1M-$27.5K2026-11-06
Kelly Financial Group LLC
INCREASED23,92020,164+3,756+19%$930.6K$1.1M+$124.1K2026-10-16
Northland Securities, Inc.
DECREASED23,90828,385-4,477-16%$1.3M$1.1M-$255.9K2026-11-02
Carmel Capital Partners, LLC
NEW23,871—+23,871——$1.1M—2026-11-03
Centennial Advisors, LLC
INCREASED23,85214,339+9,513+66%$661.8K$1.1M+$389.9K2026-10-21
Oregon Pacific Wealth Management, LLC
INCREASED23,71019,696+4,014+20%$909.0K$1.0M+$136.4K2026-10-20
PKS Advisory Services, LLC
UNCHANGED23,52123,52100%$1.1M$1.1M$02026-10-26
Keystone Wealth Services, LLC
INCREASED23,12023,112+8+0%$1.1M$1.0M-$46.1K2026-11-03
Accurate Wealth Management, LLC
INCREASED21,83319,901+1,932+10%$910.3K$964.8K+$54.5K2026-10-20
Heritage Family Offices, LLP
INCREASED21,82521,344+481+2%$985.0K$962.3K-$22.8K2026-11-02
International Assets Investment Management, LLC
INCREASED21,62217,884+3,738+21%$821.3K$952.0K+$130.7K2026-11-02
Stanich Group LLC
NEW21,107—+21,107——$930.6K—2026-10-16
Rose Capital Advisors LLC
NEW21,038—+21,038——$927.6K—2026-11-04
Andina Capital Management, LLC
INCREASED20,80916,577+4,232+26%$765.0K$917.5K+$152.4K2026-10-21
Davidson Trust Co
INCREASED20,77115,071+5,700+38%$695.5K$915.8K+$220.3K2026-10-09
Avantra Family Wealth, Inc.
INCREASED20,74113,753+6,988+51%$634.7K$914.5K+$279.8K2026-10-20
Linscomb Wealth, Inc.
DECREASED20,27328,984-8,711-30%$1.3M$893.9K-$443.8K2026-11-05
GC Wealth Management RIA, LLC
INCREASED20,07013,649+6,421+47%$629.9K$884.9K+$255.0K2026-11-02
Elevation Wealth Management LLC
DECREASED19,12520,217-1,092-5%$933.0K$843.2K-$89.8K2026-11-02
Riverbend Wealth Management, LLC
INCREASED18,7127,556+11,156+148%$348.7K$825.0K+$476.3K2026-10-15
Silverleafe Capital Partners, LLC
INCREASED18,63518,464+171+1%$852.1K$821.6K-$30.5K2026-10-02
Patton Albertson Miller Group, LLC
DECREASED18,61919,434-815-4%$896.9K$820.9K-$76.0K2026-10-26
Atwater Malick LLC
INCREASED18,59812,449+6,149+49%$574.5K$820.0K+$245.5K2026-10-15
BAM Wealth Management, LLC
INCREASED18,43111,258+7,173+64%$519.6K$812.6K+$293.1K2026-10-15
Midwest Financial Network, LLC
INCREASED18,24915,788+2,461+16%$728.6K$804.6K+$76.0K2026-10-13
Tsfg, LLC
DECREASED18,08219,473-1,391-7%$899.0K$797-$898.2K2026-10-23
Oppenheimer & Co Inc
DECREASED18,03218,987-955-5%$876.3K$795.0K-$81.2K2026-10-26
Gerber Kawasaki Wealth & Investment Management
INCREASED17,9919,478+8,513+90%$437.4K$793.2K+$355.8K2026-10-29
Western Financial Corp
INCREASED17,85113,400+4,451+33%$618.4K$787.0K+$168.6K2026-10-14
Essential Planning, Llc.
UNCHANGED17,58117,58100%$811.4K$775.1K-$36.2K2026-10-21
SwitchPoint Financial Planning, LLC
NEW17,386—+17,386——$766.5K—2026-11-02
Cantor Fitzgerald Investment Advisors L.P.
DECREASED17,32518,345-1,020-6%$846.6K$763.9K-$82.8K2026-10-21
Petros Family Wealth, LLC
DECREASED17,26820,161-2,893-14%$930.4K$761.3K-$169.1K2026-10-28
Hill Island Financial LLC
DECREASED16,91317,456-543-3%$805.6K$745.7K-$59.9K2026-10-20
TrueWealth Advisors, LLC
INCREASED16,87314,569+2,304+16%$672.4K$743.9K+$71.6K2026-10-09
Citizens & Northern Corp
NEW16,439—+16,439——$724.8K—2026-11-06
Abner Herrman & Brock LLC
NEW16,436—+16,436——$725—2026-10-20
Flagstar Securities, Inc
INCREASED16,36013,372+2,988+22%$617.1K$721.3K+$104.2K2026-10-15
Prosperity Planning, Inc.
INCREASED16,21313,174+3,039+23%$608.0K$714.8K+$106.9K2026-10-09
MCF Advisors LLC
INCREASED16,15716,115+42+0%$743.7K$712.4K-$31.3K2026-10-28
Shira Ridge Wealth Management
DECREASED15,943103,932-87,989-85%$4.8M$702.9K-$4.1M2026-10-09
Schmidt P J Investment Management Inc
INCREASED15,72714,914+813+5%$688.3K$693.4K+$5.1K2026-11-02
Money Concepts Capital Corp
NEW15,535—+15,535——$684.9K—2026-11-06
LifeGoal Investments, LLC
INCREASED14,97313,529+1,444+11%$624.4K$660.2K+$35.8K2026-10-09
Key Capital Management, Inc
INCREASED14,90410,269+4,635+45%$473.9K$657.1K+$183.2K2026-11-03
HUB Investment Partners, LLC
INCREASED14,87013,936+934+7%$643.1K$655.6K+$12.5K2026-11-03
Insight Wealth Partners, LLC
INCREASED14,69013,747+943+7%$634.4K$647.7K+$13.3K2026-10-26
Syntegra Private Wealth Group, LLC
INCREASED14,62011,655+2,965+25%$537.9K$644.6K+$106.7K2026-10-13
Soltis Investment Advisors LLC
NEW14,341—+14,341——$632.3K—2026-10-28
Atlas Brown,Inc.
INCREASED14,0919,271+4,820+52%$427.9K$621.3K+$193.4K2026-10-09
Appleton Partners Inc
DECREASED14,05816,833-2,775-16%$777.0K$620-$776.4K2026-10-30
Ignite Planners, LLC
DECREASED13,840112,592-98,752-88%$5.2M$610.1K-$4.6M2026-10-14
StoneX Group Inc.
DECREASED13,81026,078-12,268-47%$1.2M$612.3K-$591.2K2026-11-03
Aspiriant, LLC
DECREASED13,80331,528-17,725-56%$1.5M$608.6K-$846.4K2026-10-16
A4 Wealth Advisors LLC
INCREASED13,53011,525+2,005+17%$531.9K$596.5K+$64.7K2026-10-20
True Private Wealth Advisors
INCREASED13,38110,851+2,530+23%$500.8K$590.0K+$89.2K2026-10-19
Islay Capital Management, LLC
INCREASED13,3556,392+6,963+109%$295.0K$588.8K+$293.8K2026-10-20
Daymark Wealth Partners, LLC
DECREASED13,21330,286-17,073-56%$1.4M$582.6K-$815.2K2026-11-04
Twelve Points Wealth Management LLC
DECREASED13,17217,048-3,876-23%$786.8K$591.6K-$195.2K2026-11-03
Wealth Group Ltd
DECREASED13,10217,005-3,903-23%$784.8K$575.8K-$208.9K2026-10-07
PUREfi Wealth, LLC
INCREASED13,09311,573+1,520+13%$534.1K$577.3K+$43.2K2026-10-19
Opal Wealth Advisors, LLC
INCREASED13,0679,339+3,728+40%$431.0K$576.1K+$145.1K2026-10-16
Shepherd Street Advisors LLC
INCREASED13,06013,032+28+0%$596.5K$576.6K-$19.9K2026-10-21
Cahaba Wealth Management, Inc.
INCREASED13,03512,925+110+1%$596.5K$574.7K-$21.8K2026-10-26
Evergreen Capital Management LLC
UNCHANGED12,98912,98900%$599.4K$572.7K-$26.8K2026-10-23
Beacon Financial Group
INCREASED12,94610,772+2,174+20%$497.1K$570.8K+$73.7K2026-10-19
Roger Wittlin Investment Advisory, LLC
INCREASED12,80412,665+139+1%$584.5K$564.6K-$19.9K2026-10-19
Valpey Financial Services, LLC
INCREASED12,70312,492+211+2%$576.5K$560.1K-$16.4K2026-10-30
Detalus Advisors, LLC
DECREASED12,66222,838-10,176-45%$1.1M$558.3K-$495.7K2026-10-15
Citizens Financial Group Inc
NEW12,477—+12,477——$550.1K—2026-10-23
Davidson Investment Advisors
INCREASED12,36512,237+128+1%$564.7K$545.2K-$19.6K2026-10-20
Phillips Financial Management, LLC
DECREASED12,00712,209-202-2%$563.4K$529.4K-$34.1K2026-10-19
Sanchez Gaunt Capital Management, LLC
DECREASED11,89211,910-180%$549.7K$524.3K-$25.3K2026-11-03
Kingdom Financial Group Llc.
INCREASED11,8639,394+2,469+26%$433.5K$523.0K+$89.5K2026-11-04
Axxcess Wealth Management, LLC
NEW11,693—+11,693——$515.6K—2026-10-21
Trinity Wealth Management, LLC
INCREASED11,6798,034+3,645+45%$370.8K$514.9K+$144.2K2026-10-13
Victory Financial Group, LLC
INCREASED11,5887,010+4,578+65%$323.5K$510.9K+$187.4K2026-10-27
Entrewealth, LLC
UNCHANGED11,35711,35700%$516.2K$500.7K-$15.4K2026-10-14
Clark Asset Management, LLC
NEW11,185—+11,185——$493.1K—2026-10-19
Independent Wealth Network Inc.
INCREASED11,00010,940+60+1%$504.9K$485.0K-$19.9K2026-10-19
Bayshore Capital Advisors, LLC
NEW10,423—+10,423——$459.6K—2026-11-02
HB Wealth Management, LLC
INCREASED10,3757,792+2,583+33%$359.6K$457.4K+$97.8K2026-10-23
TFB Advisors LLC
DECREASED10,33110,587-256-2%$488.6K$455.5K-$33.1K2026-11-02
Ridgeline Wealth, LLC
DECREASED9,93210,010-78-1%$462.0K$438.9K-$23.1K2026-10-14
Ethos Capital Management, Inc.
INCREASED9,8479,043+804+9%$417.4K$434.2K+$16.8K2026-11-03
Midwest Trust Co
DECREASED9,8269,946-120-1%$459.0K$433.2K-$25.8K2026-10-22
Silverlake Wealth Management LLC
INCREASED9,8135,037+4,776+95%$232.4K$432.6K+$200.2K2026-10-21
Tarbox Family Office, Inc.
DECREASED9,76810,822-1,054-10%$499.4K$430.7K-$68.8K2026-10-23
Novem Group
INCREASED9,5637,127+2,436+34%$328.9K$421.6K+$92.7K2026-10-19
Intelligence Driven Advisers, LLC
DECREASED9,4201,019,072-1,009,652-99%$47.0M$415.3K-$46.6M2026-10-09
Cogent Private Wealth, Inc.
UNCHANGED9,1479,14700%$422.1K$403.3K-$18.8K2026-11-06
Lanark Financial, Inc.
INCREASED9,0387,212+1,826+25%$332.8K$398.5K+$65.7K2026-10-26
Tenet Wealth Partners, LLC
DECREASED9,01012,462-3,452-28%$567.8K$397.3K-$170.5K2026-10-19
Tennessee Valley Asset Management Partners
DECREASED8,7359,205-470-5%$424.8K$385.1K-$39.7K2026-11-03
Trilogy Capital Inc.
INCREASED8,6508,589+61+1%$396.4K$381.4K-$15.0K2026-10-20
180 Wealth Advisors, LLC
INCREASED8,6018,546+55+1%$394.4K$379.2K-$15.2K2026-11-03
Montgomery Financial Services LLC
INCREASED8,5561,930+6,626+343%$89.1K$377.2K+$288.2K2026-11-03
Family Capital Trust Co
UNCHANGED8,5028,50200%$392.4K$374.9K-$17.5K2026-10-22
Financial Partners Group, Inc
INCREASED8,4928,404+88+1%$387.8K$374.4K-$13.4K2026-10-19
Facet Wealth, Inc.
INCREASED8,4136,199+2,214+36%$286.1K$370.9K+$84.8K2026-11-04
Indivisible Partners
NEW8,217—+8,217——$362.3K—2026-10-26
Evolution Wealth Management Inc.
DECREASED8,1358,269-134-2%$381.6K$358.7K-$22.9K2026-10-28
Avion Wealth
DECREASED8,06716,905-8,838-52%$780.0K$355.0K-$425.0K2026-11-04
Dynamic Advisor Solutions LLC
DECREASED8,0488,779-731-8%$405.1K$354.8K-$50.3K2026-10-13
Crestwood Advisors Group, LLC
NEW7,952—+7,952——$350.6K—2026-10-27
Krilogy Financial LLC
NEW7,945—+7,945——$350.8K—2026-10-13
Acorn Creek Capital LLC
DECREASED7,84922,728-14,879-65%$1.0M$346.0K-$702.8K2026-11-05
TCP Asset Management, LLC
DECREASED7,8188,083-265-3%$373.0K$343.6K-$29.4K2026-10-14
Partners Wealth Management, LLC
NEW7,776—+7,776——$342.8K—2026-10-28
SeaCrest Wealth Management, LLC
INCREASED7,7256,369+1,356+21%$293.9K$340.6K+$46.7K2026-10-21
Koshinski Asset Management, Inc.
UNCHANGED7,6637,66300%$353.6K$337.9K-$15.8K2026-10-29
TD Private Client Wealth LLC
INCREASED7,5556,774+781+12%$312.6K$333.1K+$20.5K2026-10-28
Fisher Asset Management, LLC
INCREASED7,5546,640+914+14%$306.5K$333.1K+$26.6K2026-11-06
Bdfs Capital LLC
INCREASED7,5045,763+1,741+30%$266.0K$330.9K+$64.9K2026-10-14
SC&H Financial Advisors, Inc.
DECREASED7,1927,765-573-7%$358.4K$317.1K-$41.3K2026-10-14
TD Waterhouse Canada Inc.
INCREASED7,05937+7,022+18978%$1.7K$310.7K+$309.0K2026-10-16
Global Financial Private Client, LLC
INCREASED7,0446,587+457+7%$304.0K$310.6K+$6.6K2026-10-15
Foguth Wealth Management, Llc.
NEW6,851—+6,851——$304.7K—2026-10-19
Meridian Wealth Management, LLC
DECREASED6,6667,334-668-9%$338.5K$293.9K-$44.6K2026-11-05
ETF Store, Inc.
DECREASED6,5696,671-102-2%$307.9K$289.6K-$18.2K2026-10-19
AdvisorNet Financial, Inc
DECREASED6,3916,730-339-5%$310.6K$282.7K-$27.9K2026-10-15
Flagship Private Wealth, LLC
DECREASED6,3406,900-560-8%$318.5K$279.5K-$38.9K2026-11-05
Fulton Breakefield Broenniman LLC
DECREASED6,2746,583-309-5%$303.8K$276.6K-$27.2K2026-11-03
Stewardship Advisors, LLC
INCREASED6,2494,848+1,401+29%$223.7K$275.5K+$51.8K2026-10-20
City State Bank
DECREASED6,1877,377-1,190-16%$340.4K$272.8K-$67.7K2026-10-20
Yankcom Partnership
INCREASED6,107353+5,754+1630%$16.3K$269.3K+$253.0K2026-10-15
Arlington Trust Co LLC
UNCHANGED6,0666,06600%$279.9K$267.5K-$12.5K2026-10-20
Advisor OS, LLC
DECREASED5,9607,588-1,628-21%$350.2K$262.8K-$87.4K2026-11-03
Interchange Capital Partners, LLC
INCREASED5,9355,236+699+13%$241.6K$261.7K+$20.0K2026-10-28
Pinnacle Bancorp, Inc.
UNCHANGED5,9235,92300%$273.3K$261.1K-$12.2K2026-10-21
Acorn Financial Advisory Services Inc
INCREASED5,8045,158+646+13%$238.0K$255.9K+$17.9K2026-11-02
Plan Group Financial, LLC
INCREASED5,7995,472+327+6%$252.5K$257.6K+$5.0K2026-10-22
Noesis Capital Mangement Corp
UNCHANGED5,7895,78900%$267.2K$255.2K-$11.9K2026-10-26
Diversified Enterprises, LLC
NEW5,725—+5,725——$252.4K—2026-10-19
Impact Capital Partners LLC
INCREASED5,6255,113+512+10%$236.0K$248.0K+$12.0K2026-10-22
Total Investment Management Inc
UNCHANGED5,5995,59900%$254.5K$246.9K-$7.6K2026-10-22
Stevens Capital Partners
INCREASED5,5435,414+129+2%$249.9K$244.4K-$5.5K2026-10-29
Darden Wealth Group Inc
INCREASED5,4875,483+4+0%$253.0K$241.9K-$11.1K2026-11-06
Successful Portfolios LLC
DECREASED5,4845,489-50%$251.1K$240.9K-$10.2K2026-10-09
Ritholtz Wealth Management
NEW5,432—+5,432——$239.5K—2026-11-05
Wilmington Savings Fund Society, FSB
INCREASED5,3445,211+133+3%$240.5K$235.6K-$4.9K2026-10-23
Magnus Financial Group LLC
INCREASED5,2155,024+191+4%$231.9K$229.9K-$1.9K2026-10-21
Quad-Cities Investment Group, LLC
INCREASED5,1465,140+6+0%$237.2K$226.9K-$10.3K2026-10-16
Integrated Wealth Management
NEW5,130—+5,130——$226.2K—2026-10-19
Breakwater Investment Management
NEW5,098—+5,098——$224.8K—2026-10-20
Fairvoy Private Wealth, LLC
NEW5,096—+5,096——$224.7K—2026-10-19
Keenan, LLC
DECREASED4,9527,831-2,879-37%$361.4K$218.3K-$143.1K2026-10-23
XML Financial, LLC
INCREASED4,8684,466+402+9%$206.1K$214.6K+$8.5K2026-10-29
United Community Bank
UNCHANGED4,8664,86600%$224.6K$214.5K-$10.0K2026-10-28
Central Trust Co
NEW4,851—+4,851——$213.9K—2026-11-05
Avior Wealth Management, LLC
DECREASED4,8034,877-74-2%$225.1K$211.8K-$13.3K2026-10-13
Farmers & Merchants Trust Co of Chambersburg PA
NEW4,799—+4,799——$212—2026-10-14
Lighthouse Financial LLC
NEW4,725—+4,725——$208.3K—2026-10-23
Chesley Taft & Associates LLC
DECREASED4,7204,983-263-5%$230.0K$208.1K-$21.9K2026-10-13
Quest 10 Wealth Builders, Inc.
INCREASED4,6982,969+1,729+58%$137.0K$207.1K+$70.1K2026-11-02
Investment Research Partners LLC
UNCHANGED4,6844,68400%$216.2K$206.5K-$9.6K2026-10-19
Avail Investment Partners, LLC
UNCHANGED4,6844,68400%$216.2K$206.5K-$9.6K2026-10-16
R. W. Roge & Company, Inc.
DECREASED4,65679,421-74,765-94%$3.7M$205.0K-$3.5M2026-11-04
Kathmere Capital Management, LLC
DECREASED4,6517,910-3,259-41%$365.1K$205.1K-$160.0K2026-10-20
Harbor Investment Advisory, LLC
INCREASED4,3803,785+595+16%$174.7K$193.1K+$18.4K2026-10-13
MidAtlantic Capital Management, Inc.
NEW3,867—+3,867——$170.5K—2026-11-05
Cullen T Bankers, Inc.
INCREASED3,644613+3,031+494%$28.3K$160.7K+$132.4K2026-10-28
Financial Management Professionals, Inc.
UNCHANGED3,2433,24300%$149.7K$143.0K-$6.7K2026-10-23
Indiana Trust & Investment Management Co
UNCHANGED3,0713,07100%$141.7K$135.4K-$6.3K2026-10-22
Key FInancial Inc
INCREASED2,8992,679+220+8%$123.6K$127.8K+$4.2K2026-11-02
UMB Private Wealth Management, LLC
NEW2,877—+2,877——$126.8K—2026-10-19
Finley Financial, LLC
UNCHANGED2,7002,70000%$124.6K$118.9K-$5.7K2026-10-28
Thompson Investment Management, Inc.
UNCHANGED2,2002,20000%$101.5K$97.0K-$4.5K2026-10-14
NBT Bank, N.A.
DECREASED2,1686,948-4,780-69%$320.7K$95.6K-$225.1K2026-10-21
Pinnacle Wealth Planning Services, Inc.
UNCHANGED1,8491,84900%$85.3K$81.5K-$3.8K2026-10-27
Parkside Financial Bank & Trust
NEW1,779—+1,779——$78.4K—2026-10-27
Tompkins Financial Corp
UNCHANGED1,7351,73500%$80.1K$76.5K-$3.6K2026-10-05
Jnba Financial Advisors
NEW1,579—+1,579——$69.6K—2026-11-03
Essential Partners LLC
INCREASED1,3873+1,384+46133%$138$61.2K+$61.0K2026-10-14
Birch Financial Group, LLC
NEW1,350—+1,350——$59.5K—2026-10-27
Russell Investments Group, Ltd.
INCREASED1,23313+1,220+9385%$602$54.3K+$53.7K2026-11-06
Nemes Rush Group LLC
UNCHANGED1,2241,22400%$56.5K$54.0K-$2.5K2026-11-04
Larson Financial Group LLC
NEW1,209—+1,209——$53.3K—2026-11-05
MeadowBrook Investment Advisors LLC
DECREASED1,1393,266-2,127-65%$150.7K$51.0K-$99.7K2026-10-29
Independence Bank of Kentucky
NEW1,136—+1,136——$50.1K—2026-10-26
Transce3nd, LLC
NEW1,121—+1,121——$49.8K—2026-10-26
AlphaCore Capital LLC
INCREASED997629+368+59%$29.0K$44.0K+$14.9K2026-11-04
Reap Financial Group, LLC
UNCHANGED90690600%$41.8K$39.9K-$1.9K2026-11-02
Buck Wealth Strategies, LLC
INCREASED801325+476+146%$15.0K$35.3K+$20.3K2026-10-28
Oakworth Capital, Inc.
DECREASED7381,175-437-37%$54.2K$32.5K-$21.7K2026-10-26
Silver Grove Financial Group, Inc.
INCREASED729539+190+35%$24.9K$32.1K+$7.3K2026-11-05
SJS Investment Consulting Inc.
NEW711—+711——$31.3K—2026-10-26
Abound Wealth Management
INCREASED7050+705—$1$31.1K+$31.1K2026-10-26
Wells Financial Advisors Inc
UNCHANGED70070000%$32.3K$30.9K-$1.4K2026-11-02
1620 Investment Advisors, Inc.
UNCHANGED68868800%$31.8K$30.3K-$1.4K2026-11-04
Trust Co
INCREASED675275+400+145%$12.7K$29.8K+$17.1K2026-10-09
Collier Financial
DECREASED628704-76-11%$32.5K$27.7K-$4.8K2026-11-06
Advocate Investing Services LLC
DECREASED6221,297-675-52%$59.9K$27.4K-$32.4K2026-10-26
Team Financial Group, LLC
NEW601—+601——$26.5K—2026-10-30
GK Wealth Management LLC
NEW600—+600——$26.5K—2026-10-09
Compass Financial Management LLC
INCREASED510474+36+8%$21.9K$22.5K+$6112026-10-30
Southern Michigan Bank & Trust
UNCHANGED50050000%$23.1K$22.0K-$1.0K2026-10-19
Balentine LLC
NEW462—+462——$20.4K—2026-11-03
Clearstead Trust, LLC
NEW456—+456——$20.1K—2026-11-06
Investors Research Corp
INCREASED448447+1+0%$20.6K$19.8K-$8772026-10-07
Valued Wealth Advisors LLC
UNCHANGED37337300%$17.2K$16.4K-$7682026-11-05
Roxbury Financial LLC
NEW348—+348——$15.4K—2026-10-01
First Financial Corp
DECREASED345767-422-55%$35.4K$15.2K-$20.2K2026-10-13
Gilpin Wealth Management, LLC
INCREASED337280+57+20%$12.9K$14.9K+$1.9K2026-10-09
Wolff Wiese Magana LLC
UNCHANGED33733700%$15.6K$14.9K-$6942026-10-15
Financial Perspectives, Inc
INCREASED314310+4+1%$14.3K$13.8K-$4892026-11-03
Cranbrook Wealth Management, LLC
UNCHANGED31231200%$14.4K$13.8K-$6422026-10-28
Provident Wealth Management, LLC
UNCHANGED29129100%$13.4K$12.8K-$6002026-10-20
Hilltop National Bank
UNCHANGED28928900%$13.3K$12.7K-$5952026-10-14
First Bancorp, Inc
UNCHANGED27627600%$12.7K$12.2K-$5682026-10-26
Owl Creek Wealth Partners LLC
DECREASED272335-63-19%$15.4K$12.0K-$3.4K2026-10-20
Versant Capital Management, Inc
UNCHANGED23323300%$10.8K$10.3K-$4802026-10-02
Root Financial Partners, LLC
NEW230—+230——$10.1K—2026-10-21
Beacon Investment Advisory Services, Inc.
NEW217—+217——$9.6K—2026-10-13
Eastern Bank
UNCHANGED20020000%$9.2K$8.8K-$4122026-10-05
Caldwell Trust Co
UNCHANGED18418400%$8.5K$8.1K-$3792026-10-30
Bayban
UNCHANGED17517500%$8.1K$8.1K$02026-11-05
Jacobi Capital Management LLC
NEW174—+174——$7.7K—2026-11-05
Birchwood Financial Partners, Inc.
DECREASED157286-129-45%$13.2K$6.9K-$6.3K2026-11-02
City Holding Co
UNCHANGED15115100%$7.0K$6.7K-$3112026-10-19
UMB Bank, n.a.
UNCHANGED14614600%$6.7K$6.4K-$3012026-11-06
Center for Financial Planning, Inc.
UNCHANGED14314300%$6.6K$6.3K-$2962026-10-26
Rachor Investment Advisory Services, LLC
INCREASED140138+2+1%$6.4K$6.2K-$2182026-10-29
Lynch Investment Planning, LLC
NEW129—+129——$5.7K—2026-10-27
Realta Investment Advisors
INCREASED106105+1+1%$4.8K$4.7K-$1652026-10-14
Princeton Global Asset Management LLC
INCREASED9695+1+1%$4.4K$4.2K-$1492026-10-21
United Financial Planning Group LLC
UNCHANGED939300%$4.3K$4.1K-$1922026-11-04
Signaturefd, LLC
UNCHANGED858500%$3.9K$3.7K-$1752026-10-23
Markowski Investments
UNCHANGED818100%$3.7K$3.6K-$1672026-10-30
Burk Holdings LLC
UNCHANGED383800%$1.8K$1.7K-$782026-11-05
Archer Investment Corp
DECREASED201,490-1,470-99%$68.8K$882-$67.9K2026-11-05
Salomon & Ludwin, LLC
UNCHANGED171700%$781$750-$312026-10-29
Allspring Global Investments Holdings, LLC
DECREASED89-1-11%$414$352-$622026-11-04
Montag A & Associates Inc
NEW5—+5——$221—2026-10-29
Hoey Investments, Inc
UNCHANGED1100%$47$45-$22026-10-29
Prairie Wealth Advisors, Inc.
NEW0—0——$235.7K—2026-10-29
Triangle Securities Wealth Management
CLOSED0207,159-207,159-100%$9.6M$0-$9.6M2026-10-14
Sunesis Advisors, LLC
CLOSED075,655-75,655-100%$3.5M$0-$3.5M2026-10-26
Aprio Wealth Management, LLC
CLOSED026,543-26,543-100%$1.2M$0-$1.2M2026-10-28
Pacific Excel Wealth Advisors, Inc.
CLOSED021,344-21,344-100%$985.0K$0-$985.0K2026-10-27
CV Advisors LLC
CLOSED017,687-17,687-100%$813.4K$0-$813.4K2026-10-13
Sapient Capital LLC
CLOSED015,494-15,494-100%$715.0K$0-$715.0K2026-10-08
Scarborough Advisors, LLC
CLOSED012,646-12,646-100%$582.4K$0-$582.4K2026-10-16
WealthPlan Investment Management, LLC
CLOSED011,308-11,308-100%$521.8K$0-$521.8K2026-10-15
Lane Brothers & Co Inc
CLOSED08,883-8,883-100%$409.9K$0-$409.9K2026-11-02
Winthrop Advisory Group LLC
CLOSED06,463-6,463-100%$298.3K$0-$298.3K2026-10-22
Strategic Equity Management
CLOSED06,346-6,346-100%$292.9K$0-$292.9K2026-11-04
Choreo, LLC
CLOSED06,335-6,335-100%$292.4K$0-$292.4K2026-10-28
Fermata Advisors, LLC
CLOSED06,308-6,308-100%$291.1K$0-$291.1K2026-10-13
Apex Wealth Management, LLC
CLOSED05,924-5,924-100%$273.4K$0-$273.4K2026-10-20
Financial Discovery Group Inc
CLOSED05,823-5,823-100%$268.8K$0-$268.8K2026-11-03
Parsons Capital Management Inc
CLOSED05,061-5,061-100%$233.6K$0-$233.6K2026-10-28
Glass Wealth Management Co LLC
CLOSED05,022-5,022-100%$231.8K$0-$231.8K2026-10-28
Altiora Financial Group, LLC
CLOSED04,964-4,964-100%$229.1K$0-$229.1K2026-11-04
Citrine Capital LLC
CLOSED04,527-4,527-100%$208.9K$0-$208.9K2026-10-14
Bison Wealth, LLC
CLOSED04,376-4,376-100%$201.3K$0-$201.3K2026-10-13
Wellington Grp LLC
CLOSED03,928-3,928-100%$181.4K$0-$181.4K2026-11-06
Tucker Asset Management LLC
CLOSED03,078-3,078-100%$142.1K$0-$142.1K2026-10-29
Wagner Wealth Management, LLC
CLOSED01,998-1,998-100%$92.2K$0-$92.2K2026-10-21
West Paces Advisors Inc.
CLOSED01,563-1,563-100%$72.1K$0-$72.1K2026-10-13
Wealth Enhancement Trust Services, Inc.
CLOSED0985-985-100%$45.5K$0-$45.5K2026-10-07
Salem Investment Counselors Inc
CLOSED0793-793-100%$36.6K$0-$36.6K2026-10-13
Tounjian Advisory Partners, LLC
CLOSED0363-363-100%$16.7K$0-$16.7K2026-11-04
Robinswood Financial LLC
CLOSED0339-339-100%$15.6K$0-$15.6K2026-10-20
First Horizon Corp
CLOSED0300-300-100%$13.8K$0-$13.8K2026-10-26
Arvest Investments, Inc.
CLOSED0267-267-100%$12.3K$0-$12.3K2026-10-21
Pittenger & Anderson Inc
CLOSED0230-230-100%$10.6K$0-$10.6K2026-11-02
Milestone Investment Advisors LLC
CLOSED0222-222-100%$10.2K$0-$10.2K2026-11-05
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0207-207-100%$9.6K$0-$9.6K2026-10-14
Wilkerson Advisory Group LLC
CLOSED0171-171-100%$7.9K$0-$7.9K2026-10-20
EPG Wealth Management LLC
CLOSED0122-122-100%$5.6K$0-$5.6K2026-11-03
Institute for Wealth Management, Llc.
CLOSED0103-103-100%$4.8K$0-$4.8K2026-11-06
Cherry Tree Wealth Management, LLC
CLOSED019-19-100%$877$0-$8772026-10-15
NorthAvenue LLC
CLOSED016-16-100%$739$0-$7392026-10-29
DecisionPoint Financial, LLC
CLOSED06-6-100%$276$0-$2762026-10-27
Envestnet Asset Management Inc
N/A—180,011,754-180,011,754-100%$8.3B———
Jones Financial Companies Lllp
N/A—87,505,839-87,505,839-100%$4.1B———
BlackRock, Inc.
N/A—82,039,260-82,039,260-100%$3.8B———
Wells Fargo & Company
N/A—50,463,381-50,463,381-100%$2.3B———
Northwestern Mutual Wealth Management Co
N/A—33,421,651-33,421,651-100%$1.5B———
Morgan Stanley
N/A—31,037,509-31,037,509-100%$1.4B———
JPMorgan Chase & Co
N/A—22,629,549-22,629,549-100%$1.0B———
Mariner, LLC
N/A—20,743,278-20,743,278-100%$957.3M———
Envestnet Portfolio Solutions, Inc.
N/A—16,937,298-16,937,298-100%$781.7M———
Cetera Investment Advisers
N/A—13,337,519-13,337,519-100%$615.5M———
Ameriprise Financial Inc
N/A—13,036,714-13,036,714-100%$601.3M———
MML Investors Services, LLC
N/A—11,405,773-11,405,773-100%$526.4M———
Janney Montgomery Scott LLC
N/A—10,566,952-10,566,952-100%$487.7M———
OneDigital Investment Advisors LLC
N/A—8,476,864-8,476,864-100%$391.2M———
Wealthspire Advisors, LLC
N/A—5,483,050-5,483,050-100%$253.0M———
Raymond James Financial Inc
N/A—5,356,065-5,356,065-100%$247.2M———
United Capital Financial Advisors, LLC
N/A—5,132,935-5,132,935-100%$236.8M———
Johnson Financial Group, Inc.
N/A—5,120,362-5,120,362-100%$236.3M———
Foundations Investment Advisors, LLC
N/A—4,994,324-4,994,324-100%$230.5M———
Royal Bank of Canada
N/A—4,987,957-4,987,957-100%$230.2M———
GeoWealth Management, LLC
N/A—4,787,854-4,787,854-100%$221.0M———
Bank of America Corp
N/A—4,586,006-4,586,006-100%$211.6M———
NewEdge Advisors, LLC
N/A—4,110,503-4,110,503-100%$189.7M———
Stifel Financial Corp
N/A—3,879,099-3,879,099-100%$179.0M———
Savvy Advisors, Inc.
N/A—3,842,612-3,842,612-100%$177.3M———
Osaic Holdings, Inc.
N/A—3,302,104-3,302,104-100%$152.4M———
Sanctuary Advisors, LLC
N/A—3,165,952-3,165,952-100%$146.1M———
UBS Group AG
N/A—2,801,996-2,801,996-100%$129.3M———
Victory Capital Management Inc
N/A—2,397,900-2,397,900-100%$110.7M———
Integrated Wealth Concepts LLC
N/A—1,475,152-1,475,152-100%$68.1M———
FMR LLC
N/A—1,465,036-1,465,036-100%$67.6M———
Icon Wealth Advisors, LLC
N/A—1,428,625-1,428,625-100%$65.9M———
Focus Partners Wealth
N/A—1,214,242-1,214,242-100%$56.0M———
NorthRock Partners, LLC
N/A—1,158,879-1,158,879-100%$53.5M———
Mcmorgan & Co LLC
N/A—1,099,343-1,099,343-100%$50.7M———
Advocacy Wealth Management, LLC
N/A—1,088,957-1,088,957-100%$50.3M———
Destination Wealth Management
N/A—1,069,818-1,069,818-100%$49.4M———
CreativeOne Wealth, LLC
N/A—1,008,288-1,008,288-100%$46.5M———
&partners
N/A—1,005,912-1,005,912-100%$46.4M———
JT Stratford LLC
N/A—959,075-959,075-100%$44.3M———
Cerity Partners LLC
N/A—953,130-953,130-100%$44.0M———
Orion Porfolio Solutions, LLC
N/A—918,375-918,375-100%$42.4M———
Composition Wealth, LLC
N/A—890,765-890,765-100%$41.1M———
Global Retirement Partners, LLC
N/A—879,400-879,400-100%$40.6M———
Arax Advisory Partners
N/A—855,023-855,023-100%$39.5M———
Wealth Alliance, LLC
N/A—833,658-833,658-100%$38.5M———
Modern Wealth Management, LLC
N/A—831,929-831,929-100%$38.4M———
AE Wealth Management LLC
N/A—820,107-820,107-100%$37.8M———
Baird Financial Group, Inc.
N/A—795,259-795,259-100%$36.7M———
Jacobson & Schmitt Advisors, LLC
N/A—783,510-783,510-100%$36.2M———
Summit Financial, LLC
N/A—766,169-766,169-100%$35.4M———
Legacy Financial Group LLC
N/A—761,427-761,427-100%$35.1M———
Principal Securities, Inc.
N/A—760,235-760,235-100%$35.1M———
PAX Financial Group, LLC
N/A—735,092-735,092-100%$33.9M———
Capital Analysts, LLC
N/A—715,985-715,985-100%$33.0M———
World Investment Advisors
N/A—709,293-709,293-100%$32.7M———
Regal Investment Advisors LLC
N/A—699,010-699,010-100%$32.3M———
Keystone Financial Services
N/A—640,210-640,210-100%$29.5M———
One Wealth Advisors, LLC
N/A—621,674-621,674-100%$28.7M———
Invst, LLC
N/A—616,039-616,039-100%$28.4M———
Frisch Financial Group, Inc.
N/A—547,658-547,658-100%$25.3M———
HighTower Advisors, LLC
N/A—542,631-542,631-100%$25.0M———
Coppell Advisory Solutions LLC
N/A—505,473-505,473-100%$4.6K———
WCG Wealth Advisors LLC
N/A—461,103-461,103-100%$21.3M———
Shared Vision Wealth Group LLC
N/A—455,884-455,884-100%$21.0M———
Goldman Sachs Group Inc
N/A—455,121-455,121-100%$21.0M———
Stokes Family Office, LLC
N/A—437,700-437,700-100%$20.2M———
EP Wealth Advisors, LLC
N/A—437,334-437,334-100%$20.2M———
Vestmark Advisory Solutions, Inc.
N/A—427,592-427,592-100%$19.7M———
Bank of Hawaii
N/A—419,035-419,035-100%$19.3M———
Mercer Global Advisors Inc
N/A—418,361-418,361-100%$19.3M———
Ancora Advisors LLCA
N/A—400,059-400,059-100%$18.5M———
Harbour Investments, Inc.
N/A—396,222-396,222-100%$18.3M———
Summit Wealth Partners, LLC
N/A—377,530-377,530-100%$17.4M———
5T Wealth, LLC
N/A—372,482-372,482-100%$17.2M———
Gateway Wealth Partners, LLC
N/A—357,713-357,713-100%$16.5M———
Forum Private Client Group LLC
N/A—355,971-355,971-100%$16.4M———
Kilter Group LLC
N/A—350,137-350,137-100%$16.2M———
Liberty Wealth Management LLC
N/A—342,830-342,830-100%$15.8M———
Susquehanna International Group, LLP
N/A—342,279-342,279-100%$15.8M———
Elite Financial, Inc.
N/A—329,601-329,601-100%$15.2M———
Rockefeller Capital Management L.P.
N/A—327,135-327,135-100%$15.1M———
Founders Financial Alliance, LLC
N/A—324,785-324,785-100%$15.0M———
Mayflower Financial Advisors, LLC
N/A—317,974-317,974-100%$14.7M———
EWA, LLC
N/A—317,507-317,507-100%$14.7M———
Twin Peaks Wealth Advisors, LLC
N/A—310,337-310,337-100%$14.3M———
Tiemann Investment Advisors, LLC
N/A—306,523-306,523-100%$14.1M———
Advisory Services Network, LLC
N/A—303,001-303,001-100%$14.0M———
WealthShield Partners, LLC
N/A—279,846-279,846-100%$12.9M———
Vertex Planning Partners, LLC
N/A—262,029-262,029-100%$12.1M———
Resolute Wealth Advisor, Inc.
N/A—254,454-254,454-100%$11.8M———
Betterment LLC
N/A—244,719-244,719-100%$11.3M———
Seeds Investor LLC
N/A—242,729-242,729-100%$11.2M———
Rothschild Wealth LLC
N/A—234,225-234,225-100%$10.8M———
Retirement Capital Strategies
N/A—219,869-219,869-100%$10.1M———
Kickstand Ventures, Llc.
N/A—209,082-209,082-100%$9.6M———
Arkadios Wealth Advisors
N/A—209,045-209,045-100%$9.6M———
Chatterton & Associates Inc.
N/A—195,195-195,195-100%$8.9M———
Barnes Wealth Management Group, Inc
N/A—194,573-194,573-100%$9.0M———
Davis Wealth Advisors, LLC
N/A—182,131-182,131-100%$8.4M———
Trivium Point Advisory, LLC
N/A—176,585-176,585-100%$8.1M———
LifePlan Investment Advisors, Inc.
N/A—175,803-175,803-100%$8.1M———
Steward Partners Investment Advisory, LLC
N/A—174,307-174,307-100%$8.0M———
Tradition Wealth Management, LLC
N/A—163,704-163,704-100%$7.6M———
Snowden Capital Advisors LLC
N/A—161,033-161,033-100%$7.4M———
J.E. Simmons & Co., P.C.
N/A—160,869-160,869-100%$7.4M———
Theory Financial LLC
N/A—159,643-159,643-100%$7.4M———
Yukon Wealth Management, Inc.
N/A—158,368-158,368-100%$7.3M———
Redwood Investment Management, LLC
N/A—154,696-154,696-100%$7.1M———
Natixis Advisors, LLC
N/A—153,144-153,144-100%$7.1M———
Mutual Advisors, LLC
N/A—152,335-152,335-100%$7.0M———
Keebeck Wealth Management
N/A—150,425-150,425-100%$6.9M———
Maridea Wealth Management LLC
N/A—145,235-145,235-100%$6.7M———
Capital Investment Management, Inc.
N/A—139,876-139,876-100%$6.5M———
Private Advisor Group, LLC
N/A—138,718-138,718-100%$6.4M———
Conscious Wealth Investments, LLC
N/A—135,156-135,156-100%$6.2M———
Eight 31 Financial, LLC
N/A—132,158-132,158-100%$6.1M———
Park Place Capital Corp
N/A—129,528-129,528-100%$6.0M———
Continuum Advisory, LLC
N/A—122,933-122,933-100%$5.7M———
Equitable Holdings, Inc.
N/A—113,486-113,486-100%$5.2M———
M1 Capital Management LLC
N/A—108,135-108,135-100%$5.0M———
Jane Street Group, LLC
N/A—107,677-107,677-100%$5.0M———
Invesco Ltd.
N/A—101,241-101,241-100%$4.7M———
Gallagher Fiduciary Advisors, LLC
N/A—100,158-100,158-100%$4.6M———
AQR Capital Management LLC
N/A—97,818-97,818-100%$4.5M———
Venturi Wealth Management, LLC
N/A—93,936-93,936-100%$4.3M———
Richard W. Paul & Associates, LLC
N/A—91,544-91,544-100%$4.2M———
Financial Engines Advisors L.L.C.
N/A—91,420-91,420-100%$4.2M———
Hopwood Nicholas Hunter
N/A—88,956-88,956-100%$4.1M———
Advyzon Investment Management, LLC
N/A—88,935-88,935-100%$4.1M———
Renaissance Technologies LLC
N/A—87,500-87,500-100%$4.0M———
Curtis Wealth Management LLC
N/A—87,012-87,012-100%$4.0M———
IFG Advisory, LLC
N/A—85,435-85,435-100%$3.9M———
City National Bank of Florida
N/A—82,368-82,368-100%$3.8M———
Talisman Wealth Advisors LLC
N/A—81,828-81,828-100%$3.8M———
Waverly Advisors, LLC
N/A—80,565-80,565-100%$3.7M———
Focus Partners Advisor Solutions, LLC
N/A—79,105-79,105-100%$3.7M———
Transamerica Financial Advisors, LLC
N/A—77,338-77,338-100%$3.6M———
Western Wealth Management, LLC
N/A—75,887-75,887-100%$3.5M———
Regimen Wealth, LLC
N/A—75,655-75,655-100%$3.5M———
Arete Wealth Advisors, LLC
N/A—74,112-74,112-100%$3.4M———
Sovereign Financial Group, Inc.
N/A—70,913-70,913-100%$3.3M———
HighPoint Advisor Group LLC
N/A—68,948-68,948-100%$3.2M———
Sheridan Capital Management, LLC
N/A—68,945-68,945-100%$3.2M———
Cary Street Partners Investment Advisory LLC
N/A—67,480-67,480-100%$3.1M———
Captrust Financial Advisors
N/A—67,296-67,296-100%$3.1M———
Edgestream Partners, L.P.
N/A—66,930-66,930-100%$3.1M———
SageGuard Financial Group, LLC
N/A—66,577-66,577-100%$3.1M———
Geneos Wealth Management Inc.
N/A—65,463-65,463-100%$3.0M———
Investment Advisory Group, LLC
N/A—64,863-64,863-100%$3.0M———
Argent Trust Co
N/A—63,496-63,496-100%$2.9M———
Transcend Capital Advisors, LLC
N/A—61,587-61,587-100%$2.8M———
Maripau Wealth Management LLC
N/A—60,998-60,998-100%$2.8M———
Forefront Wealth Partners, LLC
N/A—60,374-60,374-100%$2.8M———
Ausdal Financial Partners, Inc.
N/A—60,133-60,133-100%$2.8M———
Vision Retirement, LLC
N/A—57,214-57,214-100%$2.6M———
Resurgent Financial Advisors LLC
N/A—55,822-55,822-100%$2.6M———
Blalock Williams, LLC
N/A—55,066-55,066-100%$2.5M———
EFG International AG
N/A—54,337-54,337-100%$2.5M———
Smartleaf Asset Management LLC
N/A—53,653-53,653-100%$2.5M———
Centaurus Financial, Inc.
N/A—53,056-53,056-100%$2.4M———
BFC Planning, Inc.
N/A—49,444-49,444-100%$2.3M———
WealthTrak Capital Management LLC
N/A—47,643-47,643-100%$2.2M———
Leavell Investment Management, Inc.
N/A—45,986-45,986-100%$2.1M———
Kovack Advisors, Inc.
N/A—44,957-44,957-100%$2.1M———
Hamrick Investment Counsel, llc
N/A—44,000-44,000-100%$2.0M———
VestGen Investment Management
N/A—43,178-43,178-100%$2.0M———
Pathstone Holdings, LLC
N/A—42,029-42,029-100%$1.9M———
Inspire Advisors, LLC
N/A—39,895-39,895-100%$1.8M———
Nwam LLC
N/A—37,547-37,547-100%$1.7M———
Brookwood Investment Group LLC
N/A—36,088-36,088-100%$1.7M———
Northstar Financial Companies, Inc.
N/A—35,960-35,960-100%$1.7M———
Hershey Financial Advisers, LLC
N/A—35,438-35,438-100%$1.6M———
Quotient Wealth Partners, LLC
N/A—34,915-34,915-100%$1.6M———
Kingsview Wealth Management, LLC
N/A—34,605-34,605-100%$1.6M———
Argent Advisors, Inc.
N/A—33,189-33,189-100%$1.5M———
Wealthgarden F.S. LLC
N/A—32,897-32,897-100%$1.5M———
Aptus Capital Advisors, LLC
N/A—30,643-30,643-100%$1.4M———
IHT Wealth Management, LLC
N/A—29,106-29,106-100%$1.3M———
Joule Financial, LLC
N/A—28,030-28,030-100%$1.3M———
GWN Securities Inc.
N/A—27,704-27,704-100%$1.3M———
Benjamin Edwards Inc
N/A—27,673-27,673-100%$1.3M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—27,630-27,630-100%$1.3M———
Meridian Wealth Partners, LLC
N/A—26,791-26,791-100%$1.2M———
Lifeworks Advisors, LLC
N/A—26,111-26,111-100%$1.2M———
Noble Wealth Partners LLC
N/A—25,807-25,807-100%$1.2M———
Bleakley Financial Group, LLC
N/A—25,127-25,127-100%$1.2M———
Kerr Financial Planning Corp
N/A—25,052-25,052-100%$1.2M———
Stratos Wealth Partners, Ltd.
N/A—24,891-24,891-100%$1.1M———
Old North State Trust, LLC
N/A—24,550-24,550-100%$1.1M———
Perennial Investment Advisors, LLC
N/A—24,384-24,384-100%$1.1M———
Vantus Wealth LLC
N/A—24,064-24,064-100%$1.1M———
Morris Financial Concepts, Inc.
N/A—23,865-23,865-100%$1.1M———
Strategies Wealth Advisors, LLC
N/A—23,646-23,646-100%$1.1M———
Cahill Financial Advisors Inc
N/A—23,564-23,564-100%$1.1M———
FLP Wealth Management, LLC
N/A—23,146-23,146-100%$1.1M———
Pinnacle Family Advisors, LLC
N/A—22,958-22,958-100%$1.1M———
Magnolia Capital Advisors LLC
N/A—22,694-22,694-100%$1.0M———
Alta Wealth Advisors LLC
N/A—22,630-22,630-100%$1.0M———
Sovereign Investment Advisors, LLC
N/A—22,236-22,236-100%$1.0M———
SageView Advisory Group, LLC
N/A—22,202-22,202-100%$1.0M———
17 Capital Partners, LLC
N/A—22,177-22,177-100%$1.0M———
EQ LLC
N/A—21,335-21,335-100%$984.6K———
Main Street Financial Solutions, LLC
N/A—21,105-21,105-100%$974.0K———
Payne Capital LLC
N/A—21,054-21,054-100%$971.6K———
Windward Private Wealth Management Inc.
N/A—20,926-20,926-100%$965.7K———
Empirical Asset Management, LLC
N/A—20,365-20,365-100%$939.9K———
Stephens Inc
N/A—19,705-19,705-100%$909.4K———
Capital Asset Managemnet, LLC
N/A—19,253-19,253-100%$888.5K———
Prosperity Consulting Group, LLC
N/A—19,234-19,234-100%$887.6K———
Beacon Pointe Advisors, LLC
N/A—18,717-18,717-100%$863.8K———
Oxinas Partners, LLC
N/A—17,934-17,934-100%$827.7K———
Pinnacle Financial Partners, Inc.
N/A—17,481-17,481-100%$806.8K———
XTX Topco Ltd
N/A—16,878-16,878-100%$778.9K———
Lansing Street Advisors
N/A—16,826-16,826-100%$776.5K———
Veridan Wealth LLC
N/A—16,736-16,736-100%$772.4K———
PFG Investments, LLC
N/A—16,620-16,620-100%$767.0K———
Northern Trust Corp
N/A—16,450-16,450-100%$759.2K———
Novus Advisors, LLC
N/A—16,392-16,392-100%$756.5K———
Coldstream Capital Management Inc
N/A—16,028-16,028-100%$739.7K———
Gotham Asset Management, LLC
N/A—15,967-15,967-100%$736.9K———
Capital Advisor Network LLC
N/A—15,408-15,408-100%$711.1K———
Brand Asset Management Group, Inc.
N/A—13,570-13,570-100%$626.2K———
CFO4Life Group, LLC
N/A—13,418-13,418-100%$619.2K———
Fortis Capital Advisors, LLC
N/A—13,293-13,293-100%$613.5K———
Belpointe Asset Management LLC
N/A—13,293-13,293-100%$613.5K———
Cresset Asset Management, LLC
N/A—12,894-12,894-100%$595.1K———
Rehmann Capital Advisory Group
N/A—12,523-12,523-100%$578.0K———
Cadia Private Client LLC
N/A—12,323-12,323-100%$568.7K———
Ameriflex Group, Inc.
N/A—11,910-11,910-100%$549.6K———
Precision Wealth Strategies, LLC
N/A—11,773-11,773-100%$543.3K———
New Republic Capital, LLC
N/A—11,768-11,768-100%$543.1K———
GatePass Capital, LLC
N/A—11,553-11,553-100%$533.2K———
Old Mission Capital LLC
N/A—11,106-11,106-100%$512.5K———
IMA Advisory Services, Inc.
N/A—11,039-11,039-100%$509.5K———
Twin Focus Capital Partners, LLC
N/A—10,893-10,893-100%$502.7K———
Bank of Montreal
N/A—10,781-10,781-100%$497.5K———
Sfmg, LLC
N/A—10,679-10,679-100%$492.8K———
Huntington National Bank
N/A—10,029-10,029-100%$462.8K———
PSI Advisors, LLC
N/A—9,759-9,759-100%$450.4K———
Gladstone Institutional Advisory LLC
N/A—9,532-9,532-100%$439.9K———
Hirtle & Co., LLC
N/A—9,451-9,451-100%$436.2K———
Moneta Group Investment Advisors LLC
N/A—9,299-9,299-100%$429.1K———
Howe & Rusling Inc
N/A—9,257-9,257-100%$427.2K———
Pacific Financial Group Inc
N/A—8,895-8,895-100%$410.5K———
Strategic Financial Services, Inc.
N/A—8,812-8,812-100%$406.7K———
Fiduciary Financial Advisors
N/A—8,761-8,761-100%$404.2K———
Keystone Financial Group
N/A—8,605-8,605-100%$397.1K———
Spinnaker Trust
N/A—8,593-8,593-100%$396.6K———
Viaable, LLC
N/A—8,479-8,479-100%$390.7K———
CBM Financial, LLC
N/A—8,171-8,171-100%$374.2K———
Genesis Wealth Advisors, LLC
N/A—7,959-7,959-100%$367.3K———
Ameritas Advisory Services, LLC
N/A—7,698-7,698-100%$355.3K———
Baron Silver Stevens Financial Advisors, LLC
N/A—7,613-7,613-100%$351.3K———
Sequent Planning LLC
N/A—7,515-7,515-100%$346.8K———
Commerce Bank
N/A—7,445-7,445-100%$343.6K———
Stonebridge Financial Group, LLC
N/A—7,435-7,435-100%$343.0K———
Proactive Wealth Strategies LLC
N/A—7,326-7,326-100%$338.1K———
NewEdge Wealth, LLC
N/A—7,141-7,141-100%$329.6K———
Vermillion & White Wealth Management Group, LLC
N/A—7,005-7,005-100%$323.3K———
Torrey-Payne Wealth Management, LLC
N/A—6,976-6,976-100%$321.9K———
Orcam Financial Group
N/A—6,943-6,943-100%$320.4K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—6,833-6,833-100%$315.3K———
Freedom Investment Management, Inc.
N/A—6,780-6,780-100%$312.9K———
Guardian Wealth Advisors, LLC / NC
N/A—6,621-6,621-100%$305.6K———
Independent Advisor Alliance
N/A—6,465-6,465-100%$298.4K———
Soros Capital Management LLC
N/A—6,436-6,436-100%$297.0K———
Valtrion Capital Management, LLC
N/A—6,254-6,254-100%$288.6K———
Keel Point, LLC
N/A—6,233-6,233-100%$287.7K———
Bellwether Advisors, LLC
N/A—6,161-6,161-100%$284.3K———
Magnolia Private Wealth, LLC
N/A—6,094-6,094-100%$281.2K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—5,943-5,943-100%$274.3K———
Stratos Wealth Advisors, LLC
N/A—5,939-5,939-100%$274.1K———
Madison Wealth Partners, Inc
N/A—5,932-5,932-100%$273.7K———
Alpha Financial Partners LLC
N/A—5,926-5,926-100%$273.5K———
MAI Capital Management
N/A—5,921-5,921-100%$273.2K———
Pointe Capital Management LLC
N/A—5,710-5,710-100%$263.5K———
Financial Sense Advisors, Inc.
N/A—5,662-5,662-100%$261.3K———
CIBC World Market Inc.
N/A—5,654-5,654-100%$260.9K———
Fortune Financial Advisors, LLC
N/A—5,421-5,421-100%$250.2K———
Jaffetilchin Investment Partners, LLC
N/A—5,221-5,221-100%$240.9K———
Brio Consultants, LLC
N/A—5,188-5,188-100%$239.4K———
Cary Street Partners Financial LLC
N/A—5,130-5,130-100%$236.7K———
Members Trust Co
N/A—5,100-5,100-100%$235.4K———
Strathmore Capital Advisors, Inc.
N/A—5,039-5,039-100%$229.8K———
SEI Investments Co
N/A—5,017-5,017-100%$231.5K———
Brown Advisory Inc
N/A—4,958-4,958-100%$228.8K———
Empower Advisory Group, LLC
N/A—4,877-4,877-100%$225.1K———
Castle Wealth Management LLC
N/A—4,783-4,783-100%$220.7K———
Bridgewealth Advisory Group, LLC
N/A—4,564-4,564-100%$210.6K———
Wellington-Altus USA Inc.
N/A—4,545-4,545-100%$209.9K———
First American Trust, FSB
N/A—4,469-4,469-100%$206.2K———
National Bank of Canada
N/A—4,387-4,387-100%$202.3K———
Impact Partnership Wealth, LLC
N/A—4,351-4,351-100%$200.8K———
Gilbert & Cook, Inc.
N/A—4,344-4,344-100%$200.5K———
Corsicana & Co.
N/A—4,275-4,275-100%$197.3K———
O'shaughnessy Asset Management, LLC
N/A—3,640-3,640-100%$168.0K———
Qube Research & Technologies Ltd
N/A—3,386-3,386-100%$156.3K———
Colonial Trust Co / SC
N/A—2,809-2,809-100%$129.6K———
CVA Family Office, LLC
N/A—2,715-2,715-100%$125.3K———
Godfrey Financial Associates, Inc.
N/A—2,609-2,609-100%$120.4K———
Rialto Wealth Management, LLC
N/A—2,512-2,512-100%$115.9K———
Strategic Wealth Partners, Ltd.
N/A—2,438-2,438-100%$112.5K———
BOK Financial Private Wealth, Inc.
N/A—2,261-2,261-100%$104.3K———
Regatta Research & Money Management
N/A—2,169-2,169-100%$100.1K———
Imprint Wealth LLC
N/A—2,155-2,155-100%$99.5K———
Private Wealth Asset Management, LLC
N/A—1,971-1,971-100%$91.0K———
UBS Asset Management Americas LLC
N/A—1,959-1,959-100%$90.4K———
Bravera Wealth
N/A—1,483-1,483-100%$68.4K———
Cordant, Inc.
N/A—1,432-1,432-100%$66.1K———
Mpwm Advisory Solutions, LLC
N/A—1,334-1,334-100%$61.6K———
SHP Wealth Management
N/A—1,305-1,305-100%$60.2K———
Strive Financial Group,LLC
N/A—1,232-1,232-100%$56.9K———
Glen Eagle Advisors, LLC
N/A—1,172-1,172-100%$54.1K———
Fourth Dimension Wealth, LLC
N/A—1,113-1,113-100%$51.3K———
Anchor Investment Management, LLC
N/A—1,112-1,112-100%$51.3K———
SouthState Bank Corp
N/A—1,061-1,061-100%$49.0K———
Franklin Resources Inc
N/A—1,049-1,049-100%$48.4K———
Vanguard Advisers Inc
N/A—987-987-100%$45.6K———
Financial Gravity Companies, Inc.
N/A—981-981-100%$45.3K———
Tower Research Capital LLC (TRC)
N/A—816-816-100%$37.7K———
Greykasell Wealth Strategies, Inc.
N/A—808-808-100%$37.3K———
FAS Wealth Partners, Inc.
N/A—792-792-100%$36.6K———
Atlantic Union Bankshares Corp
N/A—705-705-100%$32.5K———
Chesapeake Asset Management LLC
N/A—686-686-100%$31.7K———
Mcguire Capital Advisors Inc
N/A—565-565-100%$26.1K———
Crewe Advisors LLC
N/A—493-493-100%$22.8K———
HM Payson & Co
N/A—447-447-100%$20.6K———
Atomic Invest LLC
N/A—435-435-100%$20.2K———
Bernard Wealth Management Corp.
N/A—425-425-100%$19.6K———
Keating Financial Advisory Services, Inc.
N/A—406-406-100%$18.7K———
Hantz Financial Services, Inc.
N/A—369-369-100%$17.0K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—338-338-100%$15.6K———
HFM Investment Advisors, LLC
N/A—262-262-100%$12.1K———
Whittier Trust Co of Nevada Inc
N/A—221-221-100%$10.1K———
Tidemark, LLC
N/A—188-188-100%$8.7K———
Timbuktu Capital Management, LLC
N/A—153-153-100%$7.1K———
Copia Wealth Management
N/A—147-147-100%$6.8K———
Crews Bank & Trust
N/A—143-143-100%$6.6K———
Cbiz Investment Advisory Services, LLC
N/A—137-137-100%$6.3K———
N.E.W. Advisory Services LLC
N/A—136-136-100%$6.3K———
Chelsea Counsel Co
N/A—109-109-100%$5.0K———
Caitlin John, LLC
N/A—108-108-100%$5.0K———
Federation des caisses Desjardins du Quebec
N/A—70-70-100%$3.2K———
TD Capital Management LLC
N/A—67-67-100%$3.1K———
SOA Wealth Advisors, Llc.
N/A—45-45-100%$2.1K———
Tiaa Wealth Investment Management LLC
N/A—42-42-100%$1.9K———
Game Plan Financial Advisors, LLC
N/A—15-15-100%$692———
BNP Paribas Financial Markets
N/A—10-10-100%$462———
Dunhill Financial, LLC
N/A—7-7-100%$323———
Showing 924 of 924 institutions