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Ishares Treasury Floating RA (TFLO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares5,955,834 from 6,421,895
Change-466,061 (-7%)
Value$301.8M (-$23.4M)
Filed 2026-11-06
Financial Advisory Corp
DECREASED
Shares1,512,829 from 1,590,060
Change-77,231 (-5%)
Value$76.7M (-$3.8M)
Filed 2026-10-14
Capital Asset Advisory Services LLC
INCREASED
Shares1,410,390 from 1,216,166
Change+194,224 (+16%)
Value$71.4M (+$9.8M)
Filed 2026-10-30
Arbor Investment Advisors, LLC
INCREASED
Shares1,396,718 from 1,326,255
Change+70,463 (+5%)
Value$70.8M (+$3.6M)
Filed 2026-10-26
BIP Wealth, LLC
DECREASED
Shares1,202,286 from 1,521,470
Change-319,184 (-21%)
Value$60.9M (-$16.1M)
Filed 2026-10-22
Stash Investments, LLC
INCREASED
Shares1,061,882 from 1,011,545
Change+50,337 (+5%)
Value$53.8M (+$2.6M)
Filed 2026-10-26
Walker Financial Services, Inc.
INCREASED
Shares1,057,524 from 851,969
Change+205,555 (+24%)
Value$53.6M (+$10.4M)
Filed 2026-10-26
Bailard, Inc.
INCREASED
Shares1,046,602 from 104,315
Change+942,287 (+903%)
Value$53.0M (+$47.7M)
Filed 2026-10-13
Rinkey Investments
DECREASED
Shares867,534 from 961,211
Change-93,677 (-10%)
Value$44.0M (-$4.7M)
Filed 2026-10-28
AlphaCore Capital LLC
DECREASED
Shares776,082 from 816,775
Change-40,693 (-5%)
Value$39.3M (-$2.0M)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares740,506 from 815,301
Change-74,795 (-9%)
Value$37.5M (-$3.8M)
Filed 2026-11-02
Facet Wealth, Inc.
INCREASED
Shares736,814 from 686,514
Change+50,300 (+7%)
Value$37.3M (+$2.6M)
Filed 2026-11-04
Laurel Wealth Advisors LLC
INCREASED
Shares672,315 from 659,801
Change+12,514 (+2%)
Value$34.1M (+$660.5K)
Filed 2026-10-27
Hartline Investment Corp/
INCREASED
Shares636,040 from 530,820
Change+105,220 (+20%)
Value$32.2M (+$5.4M)
Filed 2026-10-29
Brooklyn FI, LLC
NEW
Shares564,404
Change+564,404
Value$28.5M
Filed 2026-11-05
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares542,283 from 57,558
Change+484,725 (+842%)
Value$27.5M (+$24.6M)
Filed 2026-10-14
Omnitrust Wealth Management, Inc
NEW
Shares491,460
Change+491,460
Value$24.9M
Filed 2026-11-02
Ifrah Financial Services, Inc.
INCREASED
Shares484,696 from 478,794
Change+5,902 (+1%)
Value$24.6M (+$318.2K)
Filed 2026-10-13
Portfolio Design Labs, LLC
INCREASED
Shares468,621 from 438,029
Change+30,592 (+7%)
Value$23.7M (+$1.6M)
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares452,788 from 363,276
Change+89,512 (+25%)
Value$22.9M (+$4.6M)
Filed 2026-10-16
Landaas & Co
INCREASED
Shares434,111 from 220,857
Change+213,254 (+97%)
Value$22.0M (+$10.8M)
Filed 2026-10-29
Anderson Hoagland & Co
INCREASED
Shares430,689 from 124,817
Change+305,872 (+245%)
Value$21.8M (+$15.5M)
Filed 2026-10-23
MKT Advisors LLC
DECREASED
Shares424,013 from 451,670
Change-27,657 (-6%)
Value$21.4M (-$1.4M)
Filed 2026-10-20
Midwest Financial Partners Investments, Inc.
INCREASED
Shares420,997 from 370,480
Change+50,517 (+14%)
Value$21.3M (+$2.6M)
Filed 2026-10-08
Weaver Consulting Group
INCREASED
Shares391,229 from 340,292
Change+50,937 (+15%)
Value$19.8M (+$2.6M)
Filed 2026-10-07
Verdence Capital Advisors LLC
NEW
Shares385,880
Change+385,880
Value$19.6M
Filed 2026-10-26
Ascent Group, LLC
INCREASED
Shares383,674 from 359,827
Change+23,847 (+7%)
Value$19.4M (+$1.2M)
Filed 2026-10-30
Farther Finance Advisors, LLC
DECREASED
Shares381,270 from 395,727
Change-14,457 (-4%)
Value$19.3M (-$716.8K)
Filed 2026-10-08
ARK & TLK Investments, LLC
INCREASED
Shares379,709 from 310,150
Change+69,559 (+22%)
Value$19.2M (+$3.5M)
Filed 2026-10-20
Peterson Wealth Management
INCREASED
Shares366,247 from 45,207
Change+321,040 (+710%)
Value$18.6M (+$16.3M)
Filed 2026-11-06
Castle Rock Wealth Management, LLC
INCREASED
Shares363,427 from 304,025
Change+59,402 (+20%)
Value$18.4M (+$3.0M)
Filed 2026-10-09
J2 Capital Management Inc
DECREASED
Shares357,608 from 434,161
Change-76,553 (-18%)
Value$18.1M (-$3.9M)
Filed 2026-10-19
Cardinal Point Capital Management ULC
DECREASED
Shares354,220 from 373,096
Change-18,876 (-5%)
Value$17.9M (-$941.5K)
Filed 2026-10-21
Sugar Maple Asset Management, LLC
INCREASED
Shares348,364 from 260,362
Change+88,002 (+34%)
Value$17.7M (+$4.5M)
Filed 2026-10-13
Beacon Financial Group
DECREASED
Shares345,109 from 380,865
Change-35,756 (-9%)
Value$17.5M (-$1.8M)
Filed 2026-10-19
Thrivent Financial for Lutherans
NEW
Shares341,403
Change+341,403
Value$17.3M
Filed 2026-11-05
Wellington Grp LLC
INCREASED
Shares334,713 from 278,621
Change+56,092 (+20%)
Value$17.0M (+$2.9M)
Filed 2026-11-06
Assetmark, Inc
DECREASED
Shares332,155 from 466,404
Change-134,249 (-29%)
Value$16.8M (-$6.8M)
Filed 2026-10-21
Commonwealth Equity Services, LLC
INCREASED
Shares307,143 from 277,698
Change+29,445 (+11%)
Value$15.6M (+$1.5M)
Filed 2026-11-02
HighTower Advisors, LLC
INCREASED
Shares306,920 from 286,230
Change+20,690 (+7%)
Value$15.6M (+$1.1M)
Filed 2026-11-10
Elmwood Wealth Management, Inc.
INCREASED
Shares302,125 from 221,166
Change+80,959 (+37%)
Value$15.3M (+$4.1M)
Filed 2026-10-14
Creative Planning
INCREASED
Shares294,600 from 271,100
Change+23,500 (+9%)
Value$14.9M (+$1.2M)
Filed 2026-11-02
Capital Advantage, Inc.
INCREASED
Shares290,241 from 270,246
Change+19,995 (+7%)
Value$14.7M (+$1.0M)
Filed 2026-10-14
Stonebridge Financial Group, LLC
INCREASED
Shares285,566 from 144,911
Change+140,655 (+97%)
Value$14.5M (+$7.1M)
Filed 2026-10-01
J.W. Cole Advisors, Inc.
INCREASED
Shares266,839 from 262,299
Change+4,540 (+2%)
Value$13.5M (+$240.6K)
Filed 2026-11-05
Arta Finance Wealth Management LLC
INCREASED
Shares236,918 from 216,130
Change+20,788 (+10%)
Value$12.0M (+$1.1M)
Filed 2026-10-28
Legacy Wealth Asset Management, LLC
INCREASED
Shares228,247 from 215,534
Change+12,713 (+6%)
Value$11.6M (+$652.8K)
Filed 2026-10-09
Moulton Wealth Management, Inc
DECREASED
Shares225,145 from 271,371
Change-46,226 (-17%)
Value$11.4M (-$2.3M)
Filed 2026-10-13
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares222,912 from 223,131
Change-219 (0%)
Value$11.3M (-$2.2K)
Filed 2026-10-16
Sovran Advisors, LLC
INCREASED
Shares210,329 from 179,613
Change+30,716 (+17%)
Value$10.7M (+$1.6M)
Filed 2026-11-02
Glenview Trust Co
DECREASED
Shares201,982 from 212,666
Change-10,684 (-5%)
Value$10.2M (-$532.9K)
Filed 2026-10-28
Silver OAK Securities, Incorporated
INCREASED
Shares197,861 from 194,928
Change+2,933 (+2%)
Value$10.0M (+$136.6K)
Filed 2026-11-09
Meridian Wealth Management, LLC
INCREASED
Shares193,602 from 86,268
Change+107,334 (+124%)
Value$9.8M (+$5.4M)
Filed 2026-11-05
Aquire Wealth Advisors, LLC
DECREASED
Shares167,748 from 177,566
Change-9,818 (-6%)
Value$8.5M (-$490.4K)
Filed 2026-10-23
Ignite Planners, LLC
INCREASED
Shares157,920 from 45,734
Change+112,186 (+245%)
Value$8.0M (+$5.7M)
Filed 2026-10-14
Sankala Group LLC
INCREASED
Shares149,127 from 138,507
Change+10,620 (+8%)
Value$7.6M (+$547.7K)
Filed 2026-11-09
Warner Group LLC
INCREASED
Shares144,246 from 62,004
Change+82,242 (+133%)
Value$7.3M (+$4.2M)
Filed 2026-11-09
Split Rock Private Trading & Wealth Management, LLC
DECREASED
Shares141,315 from 143,396
Change-2,081 (-1%)
Value$7.2M (-$99.7K)
Filed 2026-10-15
Montecito Bank & Trust
INCREASED
Shares135,668 from 132,863
Change+2,805 (+2%)
Value$6.9M (+$147.4K)
Filed 2026-10-01
St. Louis Financial Planners Asset Management, LLC
INCREASED
Shares129,470 from 61,513
Change+67,957 (+110%)
Value$6.5M (+$3.4M)
Filed 2026-10-16
Lunt Capital Management, Inc.
DECREASED
Shares119,335 from 125,678
Change-6,343 (-5%)
Value$6.0M (-$316.4K)
Filed 2026-10-30
Indivisible Partners
INCREASED
Shares118,175 from 91,538
Change+26,637 (+29%)
Value$6.0M (+$1.4M)
Filed 2026-10-26
PFS Partners, LLC
INCREASED
Shares115,709 from 91,750
Change+23,959 (+26%)
Value$5.9M (+$1.2M)
Filed 2026-10-21
Optivise Advisory Services LLC
DECREASED
Shares115,705 from 131,894
Change-16,189 (-12%)
Value$5.9M (-$815.0K)
Filed 2026-10-19
Pioneer Wealth Management Group
INCREASED
Shares112,603 from 100,203
Change+12,400 (+12%)
Value$5.7M (+$632.3K)
Filed 2026-10-09
SteelPeak Wealth, LLC
DECREASED
Shares112,425 from 112,820
Change-395 (0%)
Value$5.7M (-$15.5K)
Filed 2026-10-16
New Capital Management LP
INCREASED
Shares111,915 from 98,704
Change+13,211 (+13%)
Value$5.7M (+$673.4K)
Filed 2026-10-29
Worth Asset Management, LLC
INCREASED
Shares111,085 from 98,356
Change+12,729 (+13%)
Value$5.6M (+$648.9K)
Filed 2026-10-07
Perigon Wealth Management, LLC
DECREASED
Shares110,348 from 132,442
Change-22,094 (-17%)
Value$5.6M (-$1.1M)
Filed 2026-10-22
TD Waterhouse Canada Inc.
INCREASED
Shares105,788 from 4,734
Change+101,054 (+2135%)
Value$5.3M (+$5.1M)
Filed 2026-10-16
Elevation Point Wealth Partners, LLC
INCREASED
Shares105,457 from 95,276
Change+10,181 (+11%)
Value$5.3M (+$519.7K)
Filed 2026-11-05
Baring Financial LLC
INCREASED
Shares100,850 from 98,134
Change+2,716 (+3%)
Value$5.1M (+$141.5K)
Filed 2026-10-07
Yoder Wealth Management, Inc.
INCREASED
Shares97,887 from 85,704
Change+12,183 (+14%)
Value$5.0M (+$620.7K)
Filed 2026-10-13
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares88,073 from 8,041
Change+80,032 (+995%)
Value$4.5M (+$4.1M)
Filed 2026-11-05
MGO One Seven LLC
INCREASED
Shares87,791 from 86,737
Change+1,054 (+1%)
Value$4.4M (+$56.9K)
Filed 2026-10-28
Drive Wealth Management, LLC
INCREASED
Shares83,786 from 78,911
Change+4,875 (+6%)
Value$4.2M (+$250.2K)
Filed 2026-11-09
Founders Financial Securities LLC
DECREASED
Shares78,900 from 257,186
Change-178,286 (-69%)
Value$4.0M (-$9.0M)
Filed 2026-10-28
Guidance Capital, Inc
INCREASED
Shares74,562 from 72,392
Change+2,170 (+3%)
Value$3.8M (+$106.7K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares70,193 from 62,535
Change+7,658 (+12%)
Value$3.5M (+$387.8K)
Filed 2026-10-13
Mraz, Amerine & Associates, Inc.
INCREASED
Shares69,895 from 58,625
Change+11,270 (+19%)
Value$3.5M (+$573.4K)
Filed 2026-10-30
Oppenheimer & Co Inc
DECREASED
Shares69,299 from 87,508
Change-18,209 (-21%)
Value$3.5M (-$919.2K)
Filed 2026-10-26
Tactive Advisors, LLC
INCREASED
Shares69,091 from 9,434
Change+59,657 (+632%)
Value$3.5M (+$3.0M)
Filed 2026-10-08
Global Assets Advisory, LLC
INCREASED
Shares68,253 from 67,980
Change+273 (+0%)
Value$3.4M (+$16.4K)
Filed 2026-10-28
Partners Wealth Management, LLC
NEW
Shares65,036
Change+65,036
Value$3.3M
Filed 2026-10-28
Allworth Financial LP
UNCHANGED
Shares64,402 from 64,402
Change0 (0%)
Value$3.3M ($0)
Filed 2026-11-06
Capital Wealth Alliance, LLC
DECREASED
Shares63,654 from 126,484
Change-62,830 (-50%)
Value$3.2M (-$3.2M)
Filed 2026-10-20
Strategic Blueprint, LLC
INCREASED
Shares62,951 from 62,440
Change+511 (+1%)
Value$3.2M (+$28.4K)
Filed 2026-10-22
Professional Financial Advisors, LLC
INCREASED
Shares62,534 from 47,187
Change+15,347 (+33%)
Value$3.2M (+$779.5K)
Filed 2026-10-13
Heck Capital Advisors, LLC
INCREASED
Shares62,253 from 52,993
Change+9,260 (+17%)
Value$3.2M (+$471.3K)
Filed 2026-10-14
SAX Wealth Advisors, LLC
DECREASED
Shares61,156 from 75,792
Change-14,636 (-19%)
Value$3.1M (-$738.6K)
Filed 2026-10-13
Independent Financial Group, LLC
INCREASED
Shares60,426 from 20,289
Change+40,137 (+198%)
Value$3.1M (+$2.0M)
Filed 2026-10-13
Brookstone Capital Management
DECREASED
Shares58,517 from 1,096,345
Change-1,037,828 (-95%)
Value$3.0M (-$52.5M)
Filed 2026-10-22
Hamel Associates, Inc.
DECREASED
Shares58,505 from 140,840
Change-82,335 (-58%)
Value$3.0M (-$4.2M)
Filed 2026-11-06
Mattern Capital Management, LLC
INCREASED
Shares58,492 from 55,463
Change+3,029 (+5%)
Value$3.0M (+$155.7K)
Filed 2026-11-02
Destiny Wealth Partners, LLC
NEW
Shares56,645
Change+56,645
Value$2.9M
Filed 2026-11-05
Central Trust Co
INCREASED
Shares56,040 from 49,085
Change+6,955 (+14%)
Value$2.8M (+$354.4K)
Filed 2026-11-05
Johnson Bixby & Associates, LLC
DECREASED
Shares55,347 from 55,665
Change-318 (-1%)
Value$2.8M (-$13.9K)
Filed 2026-10-14
Nilsine Partners, LLC
INCREASED
Shares53,883 from 50,286
Change+3,597 (+7%)
Value$2.7M (+$184.3K)
Filed 2026-11-02
IFS Advisors, LLC
INCREASED
Shares53,211 from 51,368
Change+1,843 (+4%)
Value$2.7M (+$95.4K)
Filed 2026-10-14
AA Financial Advisors, LLC
INCREASED
Shares53,129 from 34,648
Change+18,481 (+53%)
Value$2.7M (+$937.8K)
Filed 2026-10-19
Citigroup Inc
DECREASED
Shares52,520 from 58,058
Change-5,538 (-10%)
Value$2.7M (-$278.3K)
Filed 2026-11-04
Kestra Advisory Services, LLC
INCREASED
Shares50,367 from 44,371
Change+5,996 (+14%)
Value$2.6M (+$305.6K)
Filed 2026-11-02
Measured Risk Portfolios, Inc.
DECREASED
Shares48,651 from 53,323
Change-4,672 (-9%)
Value$2.5M (-$234.6K)
Filed 2026-10-21
Form Wealth Advisors, LLC
DECREASED
Shares48,198 from 60,645
Change-12,447 (-21%)
Value$2.4M (-$628.2K)
Filed 2026-10-13
Fifth Third Securities, Inc.
NEW
Shares44,791
Change+44,791
Value$2.3M
Filed 2026-10-21
Intelligence Driven Advisers, LLC
INCREASED
Shares43,297 from 17,459
Change+25,838 (+148%)
Value$2.2M (+$1.3M)
Filed 2026-10-09
James Investment Research, Inc.
INCREASED
Shares43,026 from 42,376
Change+650 (+2%)
Value$2.2M (+$34.6K)
Filed 2026-10-22
Nwam LLC
INCREASED
Shares41,762 from 12,066
Change+29,696 (+246%)
Value$2.1M (+$1.5M)
Filed 2026-11-09
Integrity Alliance, Llc.
DECREASED
Shares39,717 from 49,164
Change-9,447 (-19%)
Value$2.0M (-$476.7K)
Filed 2026-10-29
Aspect Partners, LLC
DECREASED
Shares39,296 from 41,898
Change-2,602 (-6%)
Value$2.0M (-$130.2K)
Filed 2026-10-20
Littlejohn Financial Services, Inc.
DECREASED
Shares39,172 from 42,137
Change-2,965 (-7%)
Value$2.0M (-$148.6K)
Filed 2026-11-06
Diversify Advisory Services, LLC
INCREASED
Shares37,830 from 10,877
Change+26,953 (+248%)
Value$1.9M (+$1.4M)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares37,830 from 10,877
Change+26,953 (+248%)
Value$1.9M (+$1.4M)
Filed 2026-10-20
Steele Capital Management, Inc.
INCREASED
Shares36,687 from 36,684
Change+3 (+0%)
Value$1.9M (+$1.6K)
Filed 2026-11-02
Malaga Cove Capital, LLC
INCREASED
Shares36,606 from 33,654
Change+2,952 (+9%)
Value$1.9M (+$150.9K)
Filed 2026-10-23
Lionshead Wealth Management, LLC
INCREASED
Shares34,399 from 33,817
Change+582 (+2%)
Value$1.7M (+$30.8K)
Filed 2026-10-21
IFG Advisory, LLC
DECREASED
Shares32,538 from 40,180
Change-7,642 (-19%)
Value$1.6M (-$385.6K)
Filed 2026-11-09
Fifth Third Bancorp
INCREASED
Shares32,373 from 31,001
Change+1,372 (+4%)
Value$1.6M (+$70.8K)
Filed 2026-11-05
Parisi Gray Wealth Management
INCREASED
Shares31,820 from 29,737
Change+2,083 (+7%)
Value$1.6M (+$106.8K)
Filed 2026-10-16
Focus Financial Network, Inc.
DECREASED
Shares31,472 from 31,778
Change-306 (-1%)
Value$1.6M (-$14.2K)
Filed 2026-10-14
Koshinski Asset Management, Inc.
DECREASED
Shares29,591 from 33,022
Change-3,431 (-10%)
Value$1.5M (-$172.5K)
Filed 2026-10-29
Dynamic Advisor Solutions LLC
INCREASED
Shares28,573 from 25,326
Change+3,247 (+13%)
Value$1.4M (+$165.6K)
Filed 2026-10-13
Secure Asset Management, LLC
DECREASED
Shares28,288 from 28,332
Change-44 (0%)
Value$1.4M (-$1.1K)
Filed 2026-10-19
Money Concepts Capital Corp
INCREASED
Shares27,641 from 27,597
Change+44 (+0%)
Value$1.4M (+$3.3K)
Filed 2026-11-06
Level Four Advisory Services, LLC
DECREASED
Shares27,376 from 29,339
Change-1,963 (-7%)
Value$1.4M (-$98.3K)
Filed 2026-11-06
3 Factor Indexing, LLC
DECREASED
Shares25,942 from 25,962
Change-20 (0%)
Value$1.3M (+$25)
Filed 2026-10-15
Bank of Montreal
DECREASED
Shares25,476 from 36,544
Change-11,068 (-30%)
Value$1.3M (-$559.4K)
Filed 2026-11-09
Darden Wealth Group Inc
DECREASED
Shares23,321 from 23,387
Change-66 (0%)
Value$1.2M (-$2.4K)
Filed 2026-11-06
Total Clarity Wealth Management, Inc.
DECREASED
Shares22,927 from 26,706
Change-3,779 (-14%)
Value$1.2M (-$190.4K)
Filed 2026-10-26
Concurrent Investment Advisors, LLC
NEW
Shares22,633
Change+22,633
Value$1.1M
Filed 2026-10-16
Thoroughbred Financial Services, LLC
INCREASED
Shares22,243 from 22,048
Change+195 (+1%)
Value$1.1M (+$11.0K)
Filed 2026-11-09
Spire Wealth Management
INCREASED
Shares21,719 from 19,098
Change+2,621 (+14%)
Value$1.1M (+$133.6K)
Filed 2026-10-30
Kingswood Wealth Advisors, LLC
INCREASED
Shares21,523 from 19,678
Change+1,845 (+9%)
Value$1.1M (+$94.3K)
Filed 2026-10-23
MFA Wealth Services
DECREASED
Shares21,050 from 26,516
Change-5,466 (-21%)
Value$1.1M (-$275.9K)
Filed 2026-10-14
Advisory Advocates, LLC
INCREASED
Shares20,817 from 18,816
Change+2,001 (+11%)
Value$1.1M (+$102.2K)
Filed 2026-11-05
Moneco Advisors, LLC
DECREASED
Shares19,452 from 21,371
Change-1,919 (-9%)
Value$985.6K (-$96.4K)
Filed 2026-11-05
Bank of New York Mellon Corp
INCREASED
Shares18,004 from 9,746
Change+8,258 (+85%)
Value$912.3K (+$418.8K)
Filed 2026-11-05
Elevation Capital Advisory, LLC
DECREASED
Shares17,808 from 17,898
Change-90 (0%)
Value$902.3K (-$3.8K)
Filed 2026-10-29
Vise Technologies, Inc.
INCREASED
Shares17,764 from 5,939
Change+11,825 (+199%)
Value$900.1K (+$599.4K)
Filed 2026-10-29
Trek Financial, LLC
DECREASED
Shares17,764 from 29,043
Change-11,279 (-39%)
Value$900.1K (-$570.4K)
Filed 2026-10-29
Choreo, LLC
DECREASED
Shares17,420 from 17,816
Change-396 (-2%)
Value$882.7K (-$19.4K)
Filed 2026-10-28
Centurion Wealth Management LLC
INCREASED
Shares17,223 from 17,166
Change+57 (+0%)
Value$872.7K (+$3.6K)
Filed 2026-10-13
HCR Wealth Advisors
UNCHANGED
Shares16,825 from 16,825
Change0 (0%)
Value$852.5K (+$673)
Filed 2026-10-15
Flagship Harbor Advisors, LLC
INCREASED
Shares16,112 from 13,727
Change+2,385 (+17%)
Value$816.4K (+$121.4K)
Filed 2026-10-26
Burling Wealth Partners, LLC
DECREASED
Shares15,133 from 28,695
Change-13,562 (-47%)
Value$766.8K (-$686.0K)
Filed 2026-11-09
Old Mission Investment Co LLC
NEW
Shares15,120
Change+15,120
Value$766.1K
Filed 2026-10-22
Balboa Wealth Partners
DECREASED
Shares14,820 from 15,920
Change-1,100 (-7%)
Value$750.9K (-$55.1K)
Filed 2026-10-20
Prime Capital Investment Advisors, LLC
DECREASED
Shares14,159 from 14,167
Change-8 (0%)
Value$717.4K (+$153)
Filed 2026-10-20
Wedmont Private Capital
INCREASED
Shares13,966 from 11,478
Change+2,488 (+22%)
Value$706.1K (+$125.9K)
Filed 2026-10-09
Triad Wealth Partners, LLC
DECREASED
Shares13,876 from 15,379
Change-1,503 (-10%)
Value$703.1K (-$73.7K)
Filed 2026-10-26
Great Valley Advisor Group, Inc.
DECREASED
Shares13,875 from 40,795
Change-26,920 (-66%)
Value$703.1K (-$1.4M)
Filed 2026-11-09
Daviman Financial, LLC
NEW
Shares13,786
Change+13,786
Value$698.5K
Filed 2026-11-06
Ashton Thomas Private Wealth, LLC
NEW
Shares13,675
Change+13,675
Value$692.9K
Filed 2026-11-03
Prospera Financial Services Inc
INCREASED
Shares13,210 from 13,208
Change+2 (+0%)
Value$669.9K (+$1.2K)
Filed 2026-11-04
Clear Creek Financial Management, LLC
NEW
Shares13,149
Change+13,149
Value$666.2K
Filed 2026-10-28
Integrated Advisors Network LLC
INCREASED
Shares12,886 from 10,853
Change+2,033 (+19%)
Value$652.9K (+$103.5K)
Filed 2026-10-20
Invenio Wealth Partners LLC
DECREASED
Shares12,861 from 29,225
Change-16,364 (-56%)
Value$651.7K (-$828.0K)
Filed 2026-10-20
Milestone Asset Management, LLC
INCREASED
Shares12,483 from 11,840
Change+643 (+5%)
Value$632.5K (+$33.1K)
Filed 2026-10-15
Slow Capital, Inc.
DECREASED
Shares11,911 from 13,783
Change-1,872 (-14%)
Value$603.5K (-$94.3K)
Filed 2026-10-23
Eagle Global Advisors LLC
INCREASED
Shares11,889 from 10,369
Change+1,520 (+15%)
Value$602.4K (+$77.4K)
Filed 2026-11-02
Cypress Capital, LLC
INCREASED
Shares11,856 from 11,708
Change+148 (+1%)
Value$600.8K (+$8.0K)
Filed 2026-10-20
Tidemark, LLC
DECREASED
Shares11,745 from 12,201
Change-456 (-4%)
Value$595.1K (-$22.6K)
Filed 2026-11-09
Valmark Advisers, Inc.
UNCHANGED
Shares10,619 from 10,619
Change0 (0%)
Value$538.1K (+$424)
Filed 2026-11-06
Andina Capital Management, LLC
DECREASED
Shares10,553 from 12,976
Change-2,423 (-19%)
Value$534.7K (-$122.3K)
Filed 2026-10-21
Truist Financial Corp
INCREASED
Shares10,109 from 8,861
Change+1,248 (+14%)
Value$512.2K (+$63.6K)
Filed 2026-10-30
LFG Wealth Partners, LLC
NEW
Shares10,080
Change+10,080
Value$510.8K
Filed 2026-10-28
Portside Wealth Group, LLC
INCREASED
Shares10,048 from 10,023
Change+25 (+0%)
Value$509.1K (+$1.7K)
Filed 2026-10-20
Ashton Thomas Securities, LLC
NEW
Shares9,520
Change+9,520
Value$482.4K
Filed 2026-10-26
Schmidt P J Investment Management Inc
INCREASED
Shares9,501 from 8,077
Change+1,424 (+18%)
Value$481.4K (+$72.5K)
Filed 2026-11-02
Robinson Smith Wealth Advisors LLC
DECREASED
Shares9,272 from 9,543
Change-271 (-3%)
Value$469.8K (-$13.3K)
Filed 2026-10-22
Weatherly Asset Management L. P.
NEW
Shares9,147
Change+9,147
Value$463.5K
Filed 2026-10-20
Foundry Financial LLC
DECREASED
Shares9,092 from 9,555
Change-463 (-5%)
Value$460.7K (-$23.1K)
Filed 2026-10-16
August Group Capital Ltd
NEW
Shares9,060
Change+9,060
Value$459.1K
Filed 2026-10-14
US Bancorp \de\
INCREASED
Shares8,860 from 6,930
Change+1,930 (+28%)
Value$448.9K (+$98.1K)
Filed 2026-11-05
Shira Ridge Wealth Management
NEW
Shares8,462
Change+8,462
Value$428.8K
Filed 2026-10-09
Sigma Planning Corp
NEW
Shares8,424
Change+8,424
Value$426.8K
Filed 2026-10-23
Athena Wealth Management, LLC
DECREASED
Shares8,356 from 20,964
Change-12,608 (-60%)
Value$423.4K (-$638.0K)
Filed 2026-10-09
AlphaStar Capital Management, LLC
NEW
Shares8,340
Change+8,340
Value$422.6K
Filed 2026-10-16
Compound Planning, Inc.
NEW
Shares8,315
Change+8,315
Value$421.3K
Filed 2026-11-09
SVB Wealth LLC
DECREASED
Shares8,007 from 11,829
Change-3,822 (-32%)
Value$405.7K (-$193.2K)
Filed 2026-11-06
Institute for Wealth Management, Llc.
DECREASED
Shares7,956 from 8,126
Change-170 (-2%)
Value$403.1K (-$8.3K)
Filed 2026-11-06
Summit Wealth Group LLC / Co
INCREASED
Shares7,940 from 7,871
Change+69 (+1%)
Value$402.3K (+$3.8K)
Filed 2026-10-29
Apella Capital, LLC
UNCHANGED
Shares7,867 from 7,867
Change0 (0%)
Value$397.6K (+$79)
Filed 2026-10-08
Nemes Rush Group LLC
NEW
Shares7,710
Change+7,710
Value$390.7K
Filed 2026-11-04
Avior Wealth Management, LLC
INCREASED
Shares7,540 from 7,506
Change+34 (+0%)
Value$382.1K (+$2.0K)
Filed 2026-10-13
Bigelow Investment Advisors, LLC
INCREASED
Shares6,880 from 6,555
Change+325 (+5%)
Value$348.6K (+$16.7K)
Filed 2026-10-13
Searle & Co.
NEW
Shares6,290
Change+6,290
Value$318.7K
Filed 2026-11-04
Grey Ledge Advisors, LLC
INCREASED
Shares6,226 from 5,649
Change+577 (+10%)
Value$315.5K (+$29.5K)
Filed 2026-11-02
Boomfish Wealth Group, LLC
UNCHANGED
Shares6,180 from 6,180
Change0 (0%)
Value$313.1K (+$248)
Filed 2026-10-22
Beverly Hills Private Wealth, LLC
NEW
Shares6,157
Change+6,157
Value$312.0K
Filed 2026-11-04
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED
Shares6,092 from 6,092
Change0 (0%)
Value$308.7K (+$244)
Filed 2026-10-15
HighPoint Advisor Group LLC
NEW
Shares6,058
Change+6,058
Value$307.0K
Filed 2026-11-09
Winebrenner Capital Management LLC
UNCHANGED
Shares6,042 from 6,042
Change0 (0%)
Value$306.1K (+$242)
Filed 2026-10-07
Simplicity Wealth,LLC
DECREASED
Shares5,956 from 11,392
Change-5,436 (-48%)
Value$301.8K (-$275.0K)
Filed 2026-10-23
Taylor & Morgan Wealth Management, LLC
INCREASED
Shares5,942 from 5,930
Change+12 (+0%)
Value$301.1K (+$877)
Filed 2026-10-09
Legacy Capital Group California, Inc.
DECREASED
Shares5,875 from 28,323
Change-22,448 (-79%)
Value$297.7K (-$1.1M)
Filed 2026-11-09
Horst & Graben Wealth Management LLC
NEW
Shares5,766
Change+5,766
Value$292.2K
Filed 2026-11-02
Visionary Wealth Advisors
UNCHANGED
Shares5,753 from 5,753
Change0 (0%)
Value$291.5K (+$230)
Filed 2026-11-04
Quartz Partners, LLC
INCREASED
Shares5,710 from 4,142
Change+1,568 (+38%)
Value$289.3K (+$79.6K)
Filed 2026-11-03
RFG Advisory, LLC
DECREASED
Shares5,710 from 6,587
Change-877 (-13%)
Value$289.3K (-$44.2K)
Filed 2026-11-03
Mather Group, Llc.
DECREASED
Shares5,689 from 6,331
Change-642 (-10%)
Value$288.2K (-$32.3K)
Filed 2026-10-14
Accelerate Investment Advisors LLC
DECREASED
Shares5,685 from 7,744
Change-2,059 (-27%)
Value$288.0K (-$104.0K)
Filed 2026-11-02
Rasp Wealth Solutions, LLC
INCREASED
Shares5,581 from 5,187
Change+394 (+8%)
Value$282.8K (+$20.2K)
Filed 2026-11-06
Ascentis Independent Advisors
NEW
Shares5,576
Change+5,576
Value$282.5K
Filed 2026-11-03
Navalign, LLC
UNCHANGED
Shares5,550 from 5,550
Change0 (0%)
Value$281.2K (+$222)
Filed 2026-11-09
Stablepoint Partners, LLC
INCREASED
Shares5,407 from 5,356
Change+51 (+1%)
Value$274.0K (+$2.8K)
Filed 2026-11-03
Park Avenue Securities LLC
DECREASED
Shares5,383 from 5,963
Change-580 (-10%)
Value$273.0K (-$29.0K)
Filed 2026-10-26
Signature Estate & Investment Advisors LLC
INCREASED
Shares5,360 from 5,318
Change+42 (+1%)
Value$271.6K (+$2.3K)
Filed 2026-10-13
Merit Financial Group, LLC
DECREASED
Shares5,144 from 5,409
Change-265 (-5%)
Value$260.7K (-$13.2K)
Filed 2026-11-06
United Advisor Group, LLC
INCREASED
Shares5,139 from 4,720
Change+419 (+9%)
Value$260.4K (+$21.4K)
Filed 2026-11-03
GC Wealth Management RIA, LLC
INCREASED
Shares5,126 from 4,929
Change+197 (+4%)
Value$259.7K (+$10.2K)
Filed 2026-11-02
Redhawk Wealth Advisors, Inc.
DECREASED
Shares5,063 from 6,496
Change-1,433 (-22%)
Value$256.5K (-$72.4K)
Filed 2026-10-14
Axxcess Wealth Management, LLC
DECREASED
Shares5,029 from 1,171,791
Change-1,166,762 (-100%)
Value$254.8K (-$59.1M)
Filed 2026-10-21
HUB Investment Partners, LLC
DECREASED
Shares5,009 from 30,404
Change-25,395 (-84%)
Value$253.8K (-$1.3M)
Filed 2026-11-03
Fiduciary Financial Group, LLC
INCREASED
Shares4,861 from 4,834
Change+27 (+1%)
Value$246.3K (+$1.5K)
Filed 2026-10-13
Invested Advisors
DECREASED
Shares4,532 from 6,778
Change-2,246 (-33%)
Value$229.6K (-$113.5K)
Filed 2026-10-23
Southern Capital Advisors, LLC
INCREASED
Shares4,471 from 4,160
Change+311 (+7%)
Value$226.5K (+$15.9K)
Filed 2026-10-26
Private Trust Co NA
DECREASED
Shares4,462 from 6,375
Change-1,913 (-30%)
Value$226.1K (-$96.7K)
Filed 2026-10-20
D.A. Davidson & Co.
NEW
Shares4,460
Change+4,460
Value$226.0K
Filed 2026-10-28
Hutchinson Capital Management
NEW
Shares4,278
Change+4,278
Value$216.8K
Filed 2026-11-09
Harbour Investments, Inc.
DECREASED
Shares4,168 from 10,555
Change-6,387 (-61%)
Value$211.2K (-$323.2K)
Filed 2026-11-09
PKS Advisory Services, LLC
UNCHANGED
Shares4,130 from 4,130
Change0 (0%)
Value$209.2K ($0)
Filed 2026-10-26
Western Wealth Management, LLC
DECREASED
Shares4,107 from 4,358
Change-251 (-6%)
Value$208.1K (-$12.5K)
Filed 2026-11-09
Mainsail Asset Management, LLC
INCREASED
Shares4,089 from 4,071
Change+18 (+0%)
Value$206.6K (+$713)
Filed 2026-10-14
Investors Research Corp
INCREASED
Shares4,060 from 3,912
Change+148 (+4%)
Value$205.7K (+$7.7K)
Filed 2026-10-07
Richardson Financial Services Inc.
DECREASED
Shares3,567 from 7,180
Change-3,613 (-50%)
Value$180.7K (-$182.8K)
Filed 2026-10-30
Rossby Financial, LCC
INCREASED
Shares3,455 from 2,582
Change+873 (+34%)
Value$175.0K (+$44.3K)
Filed 2026-11-05
Nova Financial LLC
NEW
Shares3,450
Change+3,450
Value$174.8K
Filed 2026-11-04
Compass Financial Management LLC
INCREASED
Shares2,906 from 629
Change+2,277 (+362%)
Value$147.3K (+$115.4K)
Filed 2026-10-30
Reyes Financial Architecture, Inc.
NEW
Shares2,664
Change+2,664
Value$135.0K
Filed 2026-10-22
Heritage Family Offices, LLP
NEW
Shares2,607
Change+2,607
Value$132.1K
Filed 2026-11-02
Blue Trust, Inc.
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$126.7K (+$100)
Filed 2026-10-15
MV Capital Management, Inc.
DECREASED
Shares2,303 from 2,634
Change-331 (-13%)
Value$116.7K (-$16.7K)
Filed 2026-10-29
UMB Bank, n.a.
UNCHANGED
Shares1,812 from 1,812
Change0 (0%)
Value$91.8K (+$72)
Filed 2026-11-06
Friedenthal Financial
DECREASED
Shares1,667 from 1,879
Change-212 (-11%)
Value$84.5K (-$10.7K)
Filed 2026-10-27
Capital Investment Advisory Services, LLC
DECREASED
Shares1,593 from 2,554
Change-961 (-38%)
Value$80.7K (-$48.6K)
Filed 2026-10-30
IMG Wealth Management, Inc.
UNCHANGED
Shares1,365 from 1,365
Change0 (0%)
Value$69.2K (+$55)
Filed 2026-10-27
Gables Capital Management Inc.
UNCHANGED
Shares1,323 from 1,323
Change0 (0%)
Value$67.0K (+$53)
Filed 2026-11-04
Comprehensive Financial Planning, Inc.
INCREASED
Shares1,233 from 1,223
Change+10 (+1%)
Value$62.5K (+$621)
Filed 2026-10-27
Clark Wealth Partners
INCREASED
Shares1,083 from 1,073
Change+10 (+1%)
Value$54.9K (+$559)
Filed 2026-10-19
Strive Financial Group,LLC
DECREASED
Shares1,004 from 1,090
Change-86 (-8%)
Value$50.9K (-$4.3K)
Filed 2026-11-09
Wolff Wiese Magana LLC
NEW
Shares973
Change+973
Value$49.3K
Filed 2026-10-15
Addison Advisors LLC
UNCHANGED
Shares755 from 755
Change0 (0%)
Value$38.3K (+$30)
Filed 2026-11-06
Latitude Advisors, LLC
NEW
Shares682
Change+682
Value$34.6K
Filed 2026-10-27
Evolution Wealth Management Inc.
UNCHANGED
Shares626 from 626
Change0 (0%)
Value$31.7K (+$25)
Filed 2026-10-28
Silver Grove Financial Group, Inc.
DECREASED
Shares620 from 777
Change-157 (-20%)
Value$31.4K (-$7.9K)
Filed 2026-11-05
Caldwell Sutter Capital, Inc.
DECREASED
Shares596 from 686
Change-90 (-13%)
Value$30.2K (-$4.5K)
Filed 2026-11-09
Independence Bank of Kentucky
UNCHANGED
Shares596 from 596
Change0 (0%)
Value$30.2K (+$24)
Filed 2026-10-26
Biltmore Family Office, LLC
UNCHANGED
Shares520 from 520
Change0 (0%)
Value$26.3K (+$20)
Filed 2026-11-03
Financial Network Wealth Advisors LLC
UNCHANGED
Shares473 from 473
Change0 (0%)
Value$24.0K (+$19)
Filed 2026-10-28
Acumen Wealth Advisors, LLC
DECREASED
Shares416 from 10,103
Change-9,687 (-96%)
Value$21.1K (-$490.4K)
Filed 2026-11-05
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares416 from 514
Change-98 (-19%)
Value$21.1K (-$4.9K)
Filed 2026-10-07
Cedar Mountain Advisors, LLC
INCREASED
Shares375 from 372
Change+3 (+1%)
Value$19.0K (+$190)
Filed 2026-10-15
CoreCap Advisors, LLC
DECREASED
Shares350 from 358
Change-8 (-2%)
Value$17.7K (-$391)
Filed 2026-10-08
EverSource Wealth Advisors, LLC
DECREASED
Shares327 from 367
Change-40 (-11%)
Value$16.6K (-$2.0K)
Filed 2026-11-04
Ares Financial Consulting, LLC
INCREASED
Shares325 from 99
Change+226 (+228%)
Value$16.5K (+$11.5K)
Filed 2026-10-19
Lanark Financial, Inc.
DECREASED
Shares267 from 289
Change-22 (-8%)
Value$13.5K (-$1.1K)
Filed 2026-10-26
Central Pacific Bank - Trust Division
UNCHANGED
Shares182 from 182
Change0 (0%)
Value$9.2K (+$7)
Filed 2026-10-06
Geneos Wealth Management Inc.
DECREASED
Shares140 from 10,767
Change-10,627 (-99%)
Value$7.1K (-$538.0K)
Filed 2026-11-09
WestEnd Advisors, LLC
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$6.8K (+$5)
Filed 2026-10-27
Birch Financial Group, LLC
NEW
Shares130
Change+130
Value$6.6K
Filed 2026-10-27
TD Private Client Wealth LLC
NEW
Shares102
Change+102
Value$5.2K
Filed 2026-10-28
Simplex Trading, LLC
NEW
Shares100
Change+100
Value$5.1K
Filed 2026-11-04
Elevated Capital Advisors, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$5.1K (+$4)
Filed 2026-11-04
Creative Financial Designs Inc
UNCHANGED
Shares94 from 94
Change0 (0%)
Value$4.8K (+$4)
Filed 2026-11-04
Triumph Capital Management
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$4.1K (+$4)
Filed 2026-10-14
Rydar Equities, Inc.
NEW
Shares46
Change+46
Value$2.3K
Filed 2026-10-13
Lloyd Advisory Services, Llc.
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$1.8K (+$19)
Filed 2026-11-02
Adkins Seale Capital Management LLC
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$1.6K (+$1)
Filed 2026-10-27
Harbor Investment Advisory, LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$1.1K (+$1)
Filed 2026-10-13
Key Capital Management, Inc
NEW
Shares13
Change+13
Value$659
Filed 2026-11-03
Signature Resources Capital Management, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$507 (+$1)
Filed 2026-10-16
Essential Partners LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$152 ($0)
Filed 2026-10-14
Broussard Financial Group LLC
CLOSED
Shares0 from 36,517
Change-36,517 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-26
Cravens & Co Advisors, LLC
CLOSED
Shares0 from 28,401
Change-28,401 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-16
Chris Bulman Inc
CLOSED
Shares0 from 22,804
Change-22,804 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-20
Lauer Wealth, LLC
CLOSED
Shares0 from 9,967
Change-9,967 (-100%)
Value$0 (-$504.1K)
Filed 2026-10-13
Two West Capital Advisors LLC
CLOSED
Shares0 from 8,152
Change-8,152 (-100%)
Value$0 (-$412.5K)
Filed 2026-10-15
Wealthcare Advisory Partners LLC
CLOSED
Shares0 from 6,487
Change-6,487 (-100%)
Value$0 (-$328.4K)
Filed 2026-10-21
Blue Line Capital, LLC / IL
CLOSED
Shares0 from 4,793
Change-4,793 (-100%)
Value$0 (-$242.7K)
Filed 2026-11-04
Sowell Financial Services LLC
CLOSED
Shares0 from 4,296
Change-4,296 (-100%)
Value$0 (-$217.5K)
Filed 2026-10-23
Advisor Resource Council
CLOSED
Shares0 from 4,278
Change-4,278 (-100%)
Value$0 (-$216.6K)
Filed 2026-11-05
Cyr Financial Inc.
CLOSED
Shares0 from 4,216
Change-4,216 (-100%)
Value$0 (-$213.5K)
Filed 2026-10-16
Stirlingshire Investments, Inc.
CLOSED
Shares0 from 4,163
Change-4,163 (-100%)
Value$0 (-$210.8K)
Filed 2026-11-05
RFG - Bristol Wealth Advisors, LLC
CLOSED
Shares0 from 4,108
Change-4,108 (-100%)
Value$0 (-$208.0K)
Filed 2026-10-09
Pennsylvania Capital Management Inc
CLOSED
Shares0 from 4,094
Change-4,094 (-100%)
Value$0 (-$207.3K)
Filed 2026-11-05
CX Institutional
CLOSED
Shares0 from 1,206
Change-1,206 (-100%)
Value$0 (-$61)
Filed 2026-10-02
Fairman Group, LLC
CLOSED
Shares0 from 587
Change-587 (-100%)
Value$0 (-$29.7K)
Filed 2026-10-26
Salem Investment Counselors Inc
CLOSED
Shares0 from 69
Change-69 (-100%)
Value$0 (-$3.5K)
Filed 2026-10-13
Buck Wealth Strategies, LLC
CLOSED
Shares0 from 61
Change-61 (-100%)
Value$0 (-$3.1K)
Filed 2026-10-28
Russell Investments Group, Ltd.
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$2.5K)
Filed 2026-11-06
Tucker Asset Management LLC
CLOSED
Shares0 from 29
Change-29 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-29
Wilkerson Advisory Group LLC
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$658)
Filed 2026-10-20
Cornerstone Planning Group LLC
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$617)
Filed 2026-10-16
Cherry Tree Wealth Management, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$254)
Filed 2026-10-15
Covestor Ltd
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-10-30
Bank of America Corp
N/A
Shares— from 5,611,310
Change-5,611,310 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,160,243
Change-3,160,243 (-100%)
Value—
UBS Group AG
N/A
Shares— from 2,083,520
Change-2,083,520 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 1,599,878
Change-1,599,878 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,585,917
Change-1,585,917 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,359,807
Change-1,359,807 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,289,440
Change-1,289,440 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,177,131
Change-1,177,131 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,100,724
Change-1,100,724 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,037,507
Change-1,037,507 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 994,734
Change-994,734 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 890,317
Change-890,317 (-100%)
Value—
Northwest Quadrant Wealth Management, LLC
N/A
Shares— from 863,892
Change-863,892 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 763,672
Change-763,672 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 647,251
Change-647,251 (-100%)
Value—
Summitry LLC
N/A
Shares— from 413,352
Change-413,352 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 373,979
Change-373,979 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 354,341
Change-354,341 (-100%)
Value—
AllGen Financial Advisors, Inc.
N/A
Shares— from 334,914
Change-334,914 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 298,546
Change-298,546 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 283,555
Change-283,555 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 266,461
Change-266,461 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 251,628
Change-251,628 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 238,994
Change-238,994 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 225,528
Change-225,528 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 209,744
Change-209,744 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 202,063
Change-202,063 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 198,773
Change-198,773 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 188,384
Change-188,384 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 185,588
Change-185,588 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 185,230
Change-185,230 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 182,129
Change-182,129 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 178,490
Change-178,490 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 167,898
Change-167,898 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 146,718
Change-146,718 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 145,806
Change-145,806 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 145,572
Change-145,572 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 141,195
Change-141,195 (-100%)
Value—
Markin Asset Management, LP
N/A
Shares— from 138,285
Change-138,285 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 125,782
Change-125,782 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 115,846
Change-115,846 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 105,496
Change-105,496 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 104,797
Change-104,797 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 104,239
Change-104,239 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 102,226
Change-102,226 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 100,634
Change-100,634 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 100,208
Change-100,208 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 98,641
Change-98,641 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 95,332
Change-95,332 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 93,586
Change-93,586 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 90,428
Change-90,428 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 89,529
Change-89,529 (-100%)
Value—
Jacobson & Schmitt Advisors, LLC
N/A
Shares— from 86,399
Change-86,399 (-100%)
Value—
Oxbow Advisors, LLC
N/A
Shares— from 85,832
Change-85,832 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 84,218
Change-84,218 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 83,278
Change-83,278 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 80,664
Change-80,664 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 80,405
Change-80,405 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 72,419
Change-72,419 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 66,026
Change-66,026 (-100%)
Value—
Betterment LLC
N/A
Shares— from 63,936
Change-63,936 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 62,659
Change-62,659 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 54,314
Change-54,314 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 49,266
Change-49,266 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 44,189
Change-44,189 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 43,874
Change-43,874 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 43,251
Change-43,251 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 42,548
Change-42,548 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 41,593
Change-41,593 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 41,258
Change-41,258 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 38,526
Change-38,526 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 38,489
Change-38,489 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 38,262
Change-38,262 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 37,614
Change-37,614 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 36,401
Change-36,401 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 34,932
Change-34,932 (-100%)
Value—
Stephens Inc
N/A
Shares— from 34,045
Change-34,045 (-100%)
Value—
Main Management LLC
N/A
Shares— from 33,720
Change-33,720 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 33,008
Change-33,008 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 32,264
Change-32,264 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 32,225
Change-32,225 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 29,808
Change-29,808 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 28,638
Change-28,638 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 27,616
Change-27,616 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 27,071
Change-27,071 (-100%)
Value—
BTS Asset Management, Inc.
N/A
Shares— from 26,049
Change-26,049 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 24,983
Change-24,983 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 24,883
Change-24,883 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 23,568
Change-23,568 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 22,738
Change-22,738 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 22,326
Change-22,326 (-100%)
Value—
&partners
N/A
Shares— from 21,368
Change-21,368 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 19,586
Change-19,586 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 18,894
Change-18,894 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 18,804
Change-18,804 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 18,561
Change-18,561 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 18,167
Change-18,167 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 18,109
Change-18,109 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 17,194
Change-17,194 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 17,188
Change-17,188 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 16,469
Change-16,469 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 16,130
Change-16,130 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 15,958
Change-15,958 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 15,929
Change-15,929 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 15,659
Change-15,659 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 15,547
Change-15,547 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 14,996
Change-14,996 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 14,803
Change-14,803 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 13,596
Change-13,596 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 13,273
Change-13,273 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 12,739
Change-12,739 (-100%)
Value—
MRP Capital Investments, LLC
N/A
Shares— from 12,700
Change-12,700 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 12,638
Change-12,638 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 12,610
Change-12,610 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 12,471
Change-12,471 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 11,199
Change-11,199 (-100%)
Value—
Ascent Advisors, LLC
N/A
Shares— from 10,657
Change-10,657 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 10,409
Change-10,409 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 10,201
Change-10,201 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 9,436
Change-9,436 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 9,393
Change-9,393 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 9,381
Change-9,381 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 9,315
Change-9,315 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 8,820
Change-8,820 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 8,625
Change-8,625 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 8,441
Change-8,441 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 7,755
Change-7,755 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 7,753
Change-7,753 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 7,674
Change-7,674 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 7,546
Change-7,546 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 7,243
Change-7,243 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 7,239
Change-7,239 (-100%)
Value—
Prudential PLC
N/A
Shares— from 6,745
Change-6,745 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 6,447
Change-6,447 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 6,447
Change-6,447 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 6,447
Change-6,447 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 6,289
Change-6,289 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 6,203
Change-6,203 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 5,913
Change-5,913 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 5,470
Change-5,470 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 5,449
Change-5,449 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 5,315
Change-5,315 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 5,202
Change-5,202 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 5,066
Change-5,066 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 5,027
Change-5,027 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 4,809
Change-4,809 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 4,759
Change-4,759 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 4,594
Change-4,594 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 4,473
Change-4,473 (-100%)
Value—
Thomas J. Herzfeld Advisors, Inc.
N/A
Shares— from 4,469
Change-4,469 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 4,463
Change-4,463 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 3,969
Change-3,969 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 3,615
Change-3,615 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 2,510
Change-2,510 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,487
Change-1,487 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,387
Change-1,387 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 1,369
Change-1,369 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 1,150
Change-1,150 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 1,028
Change-1,028 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 711
Change-711 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 684
Change-684 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 666
Change-666 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 466
Change-466 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 292
Change-292 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 145
Change-145 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 127
Change-127 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 125
Change-125 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 58
Change-58 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 29
Change-29 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
DECREASED5,955,8346,421,895-466,061-7%$325.1M$301.8M-$23.4M2026-11-06
Financial Advisory Corp
DECREASED1,512,8291,590,060-77,231-5%$80.5M$76.7M-$3.8M2026-10-14
Capital Asset Advisory Services LLC
INCREASED1,410,3901,216,166+194,224+16%$61.6M$71.4M+$9.8M2026-10-30
Arbor Investment Advisors, LLC
INCREASED1,396,7181,326,255+70,463+5%$67.1M$70.8M+$3.6M2026-10-26
BIP Wealth, LLC
DECREASED1,202,2861,521,470-319,184-21%$77.0M$60.9M-$16.1M2026-10-22
Stash Investments, LLC
INCREASED1,061,8821,011,545+50,337+5%$51.2M$53.8M+$2.6M2026-10-26
Walker Financial Services, Inc.
INCREASED1,057,524851,969+205,555+24%$43.1M$53.6M+$10.4M2026-10-26
Bailard, Inc.
INCREASED1,046,602104,315+942,287+903%$5.3M$53.0M+$47.7M2026-10-13
Rinkey Investments
DECREASED867,534961,211-93,677-10%$48.7M$44.0M-$4.7M2026-10-28
AlphaCore Capital LLC
DECREASED776,082816,775-40,693-5%$41.4M$39.3M-$2.0M2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED740,506815,301-74,795-9%$41.3M$37.5M-$3.8M2026-11-02
Facet Wealth, Inc.
INCREASED736,814686,514+50,300+7%$34.8M$37.3M+$2.6M2026-11-04
Laurel Wealth Advisors LLC
INCREASED672,315659,801+12,514+2%$33.4M$34.1M+$660.5K2026-10-27
Hartline Investment Corp/
INCREASED636,040530,820+105,220+20%$26.9M$32.2M+$5.4M2026-10-29
Brooklyn FI, LLC
NEW564,404—+564,404——$28.5M—2026-11-05
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED542,28357,558+484,725+842%$2.9M$27.5M+$24.6M2026-10-14
Omnitrust Wealth Management, Inc
NEW491,460—+491,460——$24.9M—2026-11-02
Ifrah Financial Services, Inc.
INCREASED484,696478,794+5,902+1%$24.2M$24.6M+$318.2K2026-10-13
Portfolio Design Labs, LLC
INCREASED468,621438,029+30,592+7%$22.2M$23.7M+$1.6M2026-11-04
IFP Advisors, Inc
INCREASED452,788363,276+89,512+25%$18.4M$22.9M+$4.6M2026-10-16
Landaas & Co
INCREASED434,111220,857+213,254+97%$11.2M$22.0M+$10.8M2026-10-29
Anderson Hoagland & Co
INCREASED430,689124,817+305,872+245%$6.3M$21.8M+$15.5M2026-10-23
MKT Advisors LLC
DECREASED424,013451,670-27,657-6%$22.8M$21.4M-$1.4M2026-10-20
Midwest Financial Partners Investments, Inc.
INCREASED420,997370,480+50,517+14%$18.8M$21.3M+$2.6M2026-10-08
Weaver Consulting Group
INCREASED391,229340,292+50,937+15%$17.2M$19.8M+$2.6M2026-10-07
Verdence Capital Advisors LLC
NEW385,880—+385,880——$19.6M—2026-10-26
Ascent Group, LLC
INCREASED383,674359,827+23,847+7%$18.2M$19.4M+$1.2M2026-10-30
Farther Finance Advisors, LLC
DECREASED381,270395,727-14,457-4%$20.0M$19.3M-$716.8K2026-10-08
ARK & TLK Investments, LLC
INCREASED379,709310,150+69,559+22%$15.7M$19.2M+$3.5M2026-10-20
Peterson Wealth Management
INCREASED366,24745,207+321,040+710%$2.3M$18.6M+$16.3M2026-11-06
Castle Rock Wealth Management, LLC
INCREASED363,427304,025+59,402+20%$15.4M$18.4M+$3.0M2026-10-09
J2 Capital Management Inc
DECREASED357,608434,161-76,553-18%$22.0M$18.1M-$3.9M2026-10-19
Cardinal Point Capital Management ULC
DECREASED354,220373,096-18,876-5%$18.9M$17.9M-$941.5K2026-10-21
Sugar Maple Asset Management, LLC
INCREASED348,364260,362+88,002+34%$13.2M$17.7M+$4.5M2026-10-13
Beacon Financial Group
DECREASED345,109380,865-35,756-9%$19.3M$17.5M-$1.8M2026-10-19
Thrivent Financial for Lutherans
NEW341,403—+341,403——$17.3M—2026-11-05
Wellington Grp LLC
INCREASED334,713278,621+56,092+20%$14.1M$17.0M+$2.9M2026-11-06
Assetmark, Inc
DECREASED332,155466,404-134,249-29%$23.6M$16.8M-$6.8M2026-10-21
Commonwealth Equity Services, LLC
INCREASED307,143277,698+29,445+11%$14.1M$15.6M+$1.5M2026-11-02
HighTower Advisors, LLC
INCREASED306,920286,230+20,690+7%$14.5M$15.6M+$1.1M2026-11-10
Elmwood Wealth Management, Inc.
INCREASED302,125221,166+80,959+37%$11.2M$15.3M+$4.1M2026-10-14
Creative Planning
INCREASED294,600271,100+23,500+9%$13.7M$14.9M+$1.2M2026-11-02
Capital Advantage, Inc.
INCREASED290,241270,246+19,995+7%$13.7M$14.7M+$1.0M2026-10-14
Stonebridge Financial Group, LLC
INCREASED285,566144,911+140,655+97%$7.3M$14.5M+$7.1M2026-10-01
J.W. Cole Advisors, Inc.
INCREASED266,839262,299+4,540+2%$13.3M$13.5M+$240.6K2026-11-05
Arta Finance Wealth Management LLC
INCREASED236,918216,130+20,788+10%$10.9M$12.0M+$1.1M2026-10-28
Legacy Wealth Asset Management, LLC
INCREASED228,247215,534+12,713+6%$10.9M$11.6M+$652.8K2026-10-09
Moulton Wealth Management, Inc
DECREASED225,145271,371-46,226-17%$13.7M$11.4M-$2.3M2026-10-13
Hutchens & Kramer Investment Management Group, LLC
DECREASED222,912223,131-2190%$11.3M$11.3M-$2.2K2026-10-16
Sovran Advisors, LLC
INCREASED210,329179,613+30,716+17%$9.1M$10.7M+$1.6M2026-11-02
Glenview Trust Co
DECREASED201,982212,666-10,684-5%$10.8M$10.2M-$532.9K2026-10-28
Silver OAK Securities, Incorporated
INCREASED197,861194,928+2,933+2%$9.9M$10.0M+$136.6K2026-11-09
Meridian Wealth Management, LLC
INCREASED193,60286,268+107,334+124%$4.4M$9.8M+$5.4M2026-11-05
Aquire Wealth Advisors, LLC
DECREASED167,748177,566-9,818-6%$9.0M$8.5M-$490.4K2026-10-23
Ignite Planners, LLC
INCREASED157,92045,734+112,186+245%$2.3M$8.0M+$5.7M2026-10-14
Sankala Group LLC
INCREASED149,127138,507+10,620+8%$7.0M$7.6M+$547.7K2026-11-09
Warner Group LLC
INCREASED144,24662,004+82,242+133%$3.1M$7.3M+$4.2M2026-11-09
Split Rock Private Trading & Wealth Management, LLC
DECREASED141,315143,396-2,081-1%$7.3M$7.2M-$99.7K2026-10-15
Montecito Bank & Trust
INCREASED135,668132,863+2,805+2%$6.7M$6.9M+$147.4K2026-10-01
St. Louis Financial Planners Asset Management, LLC
INCREASED129,47061,513+67,957+110%$3.1M$6.5M+$3.4M2026-10-16
Lunt Capital Management, Inc.
DECREASED119,335125,678-6,343-5%$6.4M$6.0M-$316.4K2026-10-30
Indivisible Partners
INCREASED118,17591,538+26,637+29%$4.6M$6.0M+$1.4M2026-10-26
PFS Partners, LLC
INCREASED115,70991,750+23,959+26%$4.6M$5.9M+$1.2M2026-10-21
Optivise Advisory Services LLC
DECREASED115,705131,894-16,189-12%$6.7M$5.9M-$815.0K2026-10-19
Pioneer Wealth Management Group
INCREASED112,603100,203+12,400+12%$5.1M$5.7M+$632.3K2026-10-09
SteelPeak Wealth, LLC
DECREASED112,425112,820-3950%$5.7M$5.7M-$15.5K2026-10-16
New Capital Management LP
INCREASED111,91598,704+13,211+13%$5.0M$5.7M+$673.4K2026-10-29
Worth Asset Management, LLC
INCREASED111,08598,356+12,729+13%$5.0M$5.6M+$648.9K2026-10-07
Perigon Wealth Management, LLC
DECREASED110,348132,442-22,094-17%$6.7M$5.6M-$1.1M2026-10-22
TD Waterhouse Canada Inc.
INCREASED105,7884,734+101,054+2135%$239.0K$5.3M+$5.1M2026-10-16
Elevation Point Wealth Partners, LLC
INCREASED105,45795,276+10,181+11%$4.8M$5.3M+$519.7K2026-11-05
Baring Financial LLC
INCREASED100,85098,134+2,716+3%$5.0M$5.1M+$141.5K2026-10-07
Yoder Wealth Management, Inc.
INCREASED97,88785,704+12,183+14%$4.3M$5.0M+$620.7K2026-10-13
Spectrum Planning & Advisory Services Inc.
INCREASED88,0738,041+80,032+995%$407.1K$4.5M+$4.1M2026-11-05
MGO One Seven LLC
INCREASED87,79186,737+1,054+1%$4.4M$4.4M+$56.9K2026-10-28
Drive Wealth Management, LLC
INCREASED83,78678,911+4,875+6%$4.0M$4.2M+$250.2K2026-11-09
Founders Financial Securities LLC
DECREASED78,900257,186-178,286-69%$13.0M$4.0M-$9.0M2026-10-28
Guidance Capital, Inc
INCREASED74,56272,392+2,170+3%$3.7M$3.8M+$106.7K2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED70,19362,535+7,658+12%$3.2M$3.5M+$387.8K2026-10-13
Mraz, Amerine & Associates, Inc.
INCREASED69,89558,625+11,270+19%$3.0M$3.5M+$573.4K2026-10-30
Oppenheimer & Co Inc
DECREASED69,29987,508-18,209-21%$4.4M$3.5M-$919.2K2026-10-26
Tactive Advisors, LLC
INCREASED69,0919,434+59,657+632%$477.6K$3.5M+$3.0M2026-10-08
Global Assets Advisory, LLC
INCREASED68,25367,980+273+0%$3.4M$3.4M+$16.4K2026-10-28
Partners Wealth Management, LLC
NEW65,036—+65,036——$3.3M—2026-10-28
Allworth Financial LP
UNCHANGED64,40264,40200%$3.3M$3.3M$02026-11-06
Capital Wealth Alliance, LLC
DECREASED63,654126,484-62,830-50%$6.4M$3.2M-$3.2M2026-10-20
Strategic Blueprint, LLC
INCREASED62,95162,440+511+1%$3.2M$3.2M+$28.4K2026-10-22
Professional Financial Advisors, LLC
INCREASED62,53447,187+15,347+33%$2.4M$3.2M+$779.5K2026-10-13
Heck Capital Advisors, LLC
INCREASED62,25352,993+9,260+17%$2.7M$3.2M+$471.3K2026-10-14
SAX Wealth Advisors, LLC
DECREASED61,15675,792-14,636-19%$3.8M$3.1M-$738.6K2026-10-13
Independent Financial Group, LLC
INCREASED60,42620,289+40,137+198%$1.0M$3.1M+$2.0M2026-10-13
Brookstone Capital Management
DECREASED58,5171,096,345-1,037,828-95%$55.5M$3.0M-$52.5M2026-10-22
Hamel Associates, Inc.
DECREASED58,505140,840-82,335-58%$7.1M$3.0M-$4.2M2026-11-06
Mattern Capital Management, LLC
INCREASED58,49255,463+3,029+5%$2.8M$3.0M+$155.7K2026-11-02
Destiny Wealth Partners, LLC
NEW56,645—+56,645——$2.9M—2026-11-05
Central Trust Co
INCREASED56,04049,085+6,955+14%$2.5M$2.8M+$354.4K2026-11-05
Johnson Bixby & Associates, LLC
DECREASED55,34755,665-318-1%$2.8M$2.8M-$13.9K2026-10-14
Nilsine Partners, LLC
INCREASED53,88350,286+3,597+7%$2.5M$2.7M+$184.3K2026-11-02
IFS Advisors, LLC
INCREASED53,21151,368+1,843+4%$2.6M$2.7M+$95.4K2026-10-14
AA Financial Advisors, LLC
INCREASED53,12934,648+18,481+53%$1.8M$2.7M+$937.8K2026-10-19
Citigroup Inc
DECREASED52,52058,058-5,538-10%$2.9M$2.7M-$278.3K2026-11-04
Kestra Advisory Services, LLC
INCREASED50,36744,371+5,996+14%$2.2M$2.6M+$305.6K2026-11-02
Measured Risk Portfolios, Inc.
DECREASED48,65153,323-4,672-9%$2.7M$2.5M-$234.6K2026-10-21
Form Wealth Advisors, LLC
DECREASED48,19860,645-12,447-21%$3.1M$2.4M-$628.2K2026-10-13
Fifth Third Securities, Inc.
NEW44,791—+44,791——$2.3M—2026-10-21
Intelligence Driven Advisers, LLC
INCREASED43,29717,459+25,838+148%$883.9K$2.2M+$1.3M2026-10-09
James Investment Research, Inc.
INCREASED43,02642,376+650+2%$2.1M$2.2M+$34.6K2026-10-22
Nwam LLC
INCREASED41,76212,066+29,696+246%$610.9K$2.1M+$1.5M2026-11-09
Integrity Alliance, Llc.
DECREASED39,71749,164-9,447-19%$2.5M$2.0M-$476.7K2026-10-29
Aspect Partners, LLC
DECREASED39,29641,898-2,602-6%$2.1M$2.0M-$130.2K2026-10-20
Littlejohn Financial Services, Inc.
DECREASED39,17242,137-2,965-7%$2.1M$2.0M-$148.6K2026-11-06
Diversify Advisory Services, LLC
INCREASED37,83010,877+26,953+248%$550.8K$1.9M+$1.4M2026-10-20
Diversify Wealth Management, LLC
INCREASED37,83010,877+26,953+248%$550.8K$1.9M+$1.4M2026-10-20
Steele Capital Management, Inc.
INCREASED36,68736,684+3+0%$1.9M$1.9M+$1.6K2026-11-02
Malaga Cove Capital, LLC
INCREASED36,60633,654+2,952+9%$1.7M$1.9M+$150.9K2026-10-23
Lionshead Wealth Management, LLC
INCREASED34,39933,817+582+2%$1.7M$1.7M+$30.8K2026-10-21
IFG Advisory, LLC
DECREASED32,53840,180-7,642-19%$2.0M$1.6M-$385.6K2026-11-09
Fifth Third Bancorp
INCREASED32,37331,001+1,372+4%$1.6M$1.6M+$70.8K2026-11-05
Parisi Gray Wealth Management
INCREASED31,82029,737+2,083+7%$1.5M$1.6M+$106.8K2026-10-16
Focus Financial Network, Inc.
DECREASED31,47231,778-306-1%$1.6M$1.6M-$14.2K2026-10-14
Koshinski Asset Management, Inc.
DECREASED29,59133,022-3,431-10%$1.7M$1.5M-$172.5K2026-10-29
Dynamic Advisor Solutions LLC
INCREASED28,57325,326+3,247+13%$1.3M$1.4M+$165.6K2026-10-13
Secure Asset Management, LLC
DECREASED28,28828,332-440%$1.4M$1.4M-$1.1K2026-10-19
Money Concepts Capital Corp
INCREASED27,64127,597+44+0%$1.4M$1.4M+$3.3K2026-11-06
Level Four Advisory Services, LLC
DECREASED27,37629,339-1,963-7%$1.5M$1.4M-$98.3K2026-11-06
3 Factor Indexing, LLC
DECREASED25,94225,962-200%$1.3M$1.3M+$252026-10-15
Bank of Montreal
DECREASED25,47636,544-11,068-30%$1.9M$1.3M-$559.4K2026-11-09
Darden Wealth Group Inc
DECREASED23,32123,387-660%$1.2M$1.2M-$2.4K2026-11-06
Total Clarity Wealth Management, Inc.
DECREASED22,92726,706-3,779-14%$1.4M$1.2M-$190.4K2026-10-26
Concurrent Investment Advisors, LLC
NEW22,633—+22,633——$1.1M—2026-10-16
Thoroughbred Financial Services, LLC
INCREASED22,24322,048+195+1%$1.1M$1.1M+$11.0K2026-11-09
Spire Wealth Management
INCREASED21,71919,098+2,621+14%$966.9K$1.1M+$133.6K2026-10-30
Kingswood Wealth Advisors, LLC
INCREASED21,52319,678+1,845+9%$996.3K$1.1M+$94.3K2026-10-23
MFA Wealth Services
DECREASED21,05026,516-5,466-21%$1.3M$1.1M-$275.9K2026-10-14
Advisory Advocates, LLC
INCREASED20,81718,816+2,001+11%$952.6K$1.1M+$102.2K2026-11-05
Moneco Advisors, LLC
DECREASED19,45221,371-1,919-9%$1.1M$985.6K-$96.4K2026-11-05
Bank of New York Mellon Corp
INCREASED18,0049,746+8,258+85%$493.4K$912.3K+$418.8K2026-11-05
Elevation Capital Advisory, LLC
DECREASED17,80817,898-900%$906.2K$902.3K-$3.8K2026-10-29
Vise Technologies, Inc.
INCREASED17,7645,939+11,825+199%$300.7K$900.1K+$599.4K2026-10-29
Trek Financial, LLC
DECREASED17,76429,043-11,279-39%$1.5M$900.1K-$570.4K2026-10-29
Choreo, LLC
DECREASED17,42017,816-396-2%$902.0K$882.7K-$19.4K2026-10-28
Centurion Wealth Management LLC
INCREASED17,22317,166+57+0%$869.1K$872.7K+$3.6K2026-10-13
HCR Wealth Advisors
UNCHANGED16,82516,82500%$851.8K$852.5K+$6732026-10-15
Flagship Harbor Advisors, LLC
INCREASED16,11213,727+2,385+17%$695.0K$816.4K+$121.4K2026-10-26
Burling Wealth Partners, LLC
DECREASED15,13328,695-13,562-47%$1.5M$766.8K-$686.0K2026-11-09
Old Mission Investment Co LLC
NEW15,120—+15,120——$766.1K—2026-10-22
Balboa Wealth Partners
DECREASED14,82015,920-1,100-7%$806.0K$750.9K-$55.1K2026-10-20
Prime Capital Investment Advisors, LLC
DECREASED14,15914,167-80%$717.3K$717.4K+$1532026-10-20
Wedmont Private Capital
INCREASED13,96611,478+2,488+22%$580.2K$706.1K+$125.9K2026-10-09
Triad Wealth Partners, LLC
DECREASED13,87615,379-1,503-10%$776.8K$703.1K-$73.7K2026-10-26
Great Valley Advisor Group, Inc.
DECREASED13,87540,795-26,920-66%$2.1M$703.1K-$1.4M2026-11-09
Daviman Financial, LLC
NEW13,786—+13,786——$698.5K—2026-11-06
Ashton Thomas Private Wealth, LLC
NEW13,675—+13,675——$692.9K—2026-11-03
Prospera Financial Services Inc
INCREASED13,21013,208+2+0%$668.8K$669.9K+$1.2K2026-11-04
Clear Creek Financial Management, LLC
NEW13,149—+13,149——$666.2K—2026-10-28
Integrated Advisors Network LLC
INCREASED12,88610,853+2,033+19%$549.5K$652.9K+$103.5K2026-10-20
Invenio Wealth Partners LLC
DECREASED12,86129,225-16,364-56%$1.5M$651.7K-$828.0K2026-10-20
Milestone Asset Management, LLC
INCREASED12,48311,840+643+5%$599.5K$632.5K+$33.1K2026-10-15
Slow Capital, Inc.
DECREASED11,91113,783-1,872-14%$697.8K$603.5K-$94.3K2026-10-23
Eagle Global Advisors LLC
INCREASED11,88910,369+1,520+15%$525.0K$602.4K+$77.4K2026-11-02
Cypress Capital, LLC
INCREASED11,85611,708+148+1%$592.8K$600.8K+$8.0K2026-10-20
Tidemark, LLC
DECREASED11,74512,201-456-4%$617.7K$595.1K-$22.6K2026-11-09
Valmark Advisers, Inc.
UNCHANGED10,61910,61900%$537.7K$538.1K+$4242026-11-06
Andina Capital Management, LLC
DECREASED10,55312,976-2,423-19%$657.0K$534.7K-$122.3K2026-10-21
Truist Financial Corp
INCREASED10,1098,861+1,248+14%$448.6K$512.2K+$63.6K2026-10-30
LFG Wealth Partners, LLC
NEW10,080—+10,080——$510.8K—2026-10-28
Portside Wealth Group, LLC
INCREASED10,04810,023+25+0%$507.5K$509.1K+$1.7K2026-10-20
Ashton Thomas Securities, LLC
NEW9,520—+9,520——$482.4K—2026-10-26
Schmidt P J Investment Management Inc
INCREASED9,5018,077+1,424+18%$408.9K$481.4K+$72.5K2026-11-02
Robinson Smith Wealth Advisors LLC
DECREASED9,2729,543-271-3%$483.1K$469.8K-$13.3K2026-10-22
Weatherly Asset Management L. P.
NEW9,147—+9,147——$463.5K—2026-10-20
Foundry Financial LLC
DECREASED9,0929,555-463-5%$483.8K$460.7K-$23.1K2026-10-16
August Group Capital Ltd
NEW9,060—+9,060——$459.1K—2026-10-14
US Bancorp \de\
INCREASED8,8606,930+1,930+28%$350.9K$448.9K+$98.1K2026-11-05
Shira Ridge Wealth Management
NEW8,462—+8,462——$428.8K—2026-10-09
Sigma Planning Corp
NEW8,424—+8,424——$426.8K—2026-10-23
Athena Wealth Management, LLC
DECREASED8,35620,964-12,608-60%$1.1M$423.4K-$638.0K2026-10-09
AlphaStar Capital Management, LLC
NEW8,340—+8,340——$422.6K—2026-10-16
Compound Planning, Inc.
NEW8,315—+8,315——$421.3K—2026-11-09
SVB Wealth LLC
DECREASED8,00711,829-3,822-32%$598.9K$405.7K-$193.2K2026-11-06
Institute for Wealth Management, Llc.
DECREASED7,9568,126-170-2%$411.4K$403.1K-$8.3K2026-11-06
Summit Wealth Group LLC / Co
INCREASED7,9407,871+69+1%$398.5K$402.3K+$3.8K2026-10-29
Apella Capital, LLC
UNCHANGED7,8677,86700%$397.5K$397.6K+$792026-10-08
Nemes Rush Group LLC
NEW7,710—+7,710——$390.7K—2026-11-04
Avior Wealth Management, LLC
INCREASED7,5407,506+34+0%$380.0K$382.1K+$2.0K2026-10-13
Bigelow Investment Advisors, LLC
INCREASED6,8806,555+325+5%$331.9K$348.6K+$16.7K2026-10-13
Searle & Co.
NEW6,290—+6,290——$318.7K—2026-11-04
Grey Ledge Advisors, LLC
INCREASED6,2265,649+577+10%$286.0K$315.5K+$29.5K2026-11-02
Boomfish Wealth Group, LLC
UNCHANGED6,1806,18000%$312.9K$313.1K+$2482026-10-22
Beverly Hills Private Wealth, LLC
NEW6,157—+6,157——$312.0K—2026-11-04
Murphy, Middleton, Hinkle & Parker, Inc.
UNCHANGED6,0926,09200%$308.4K$308.7K+$2442026-10-15
HighPoint Advisor Group LLC
NEW6,058—+6,058——$307.0K—2026-11-09
Winebrenner Capital Management LLC
UNCHANGED6,0426,04200%$305.9K$306.1K+$2422026-10-07
Simplicity Wealth,LLC
DECREASED5,95611,392-5,436-48%$576.8K$301.8K-$275.0K2026-10-23
Taylor & Morgan Wealth Management, LLC
INCREASED5,9425,930+12+0%$300.2K$301.1K+$8772026-10-09
Legacy Capital Group California, Inc.
DECREASED5,87528,323-22,448-79%$1.4M$297.7K-$1.1M2026-11-09
Horst & Graben Wealth Management LLC
NEW5,766—+5,766——$292.2K—2026-11-02
Visionary Wealth Advisors
UNCHANGED5,7535,75300%$291.3K$291.5K+$2302026-11-04
Quartz Partners, LLC
INCREASED5,7104,142+1,568+38%$209.7K$289.3K+$79.6K2026-11-03
RFG Advisory, LLC
DECREASED5,7106,587-877-13%$333.5K$289.3K-$44.2K2026-11-03
Mather Group, Llc.
DECREASED5,6896,331-642-10%$320.5K$288.2K-$32.3K2026-10-14
Accelerate Investment Advisors LLC
DECREASED5,6857,744-2,059-27%$392.1K$288.0K-$104.0K2026-11-02
Rasp Wealth Solutions, LLC
INCREASED5,5815,187+394+8%$262.6K$282.8K+$20.2K2026-11-06
Ascentis Independent Advisors
NEW5,576—+5,576——$282.5K—2026-11-03
Navalign, LLC
UNCHANGED5,5505,55000%$281.0K$281.2K+$2222026-11-09
Stablepoint Partners, LLC
INCREASED5,4075,356+51+1%$271.2K$274.0K+$2.8K2026-11-03
Park Avenue Securities LLC
DECREASED5,3835,963-580-10%$302.0K$273.0K-$29.0K2026-10-26
Signature Estate & Investment Advisors LLC
INCREASED5,3605,318+42+1%$269.3K$271.6K+$2.3K2026-10-13
Merit Financial Group, LLC
DECREASED5,1445,409-265-5%$273.9K$260.7K-$13.2K2026-11-06
United Advisor Group, LLC
INCREASED5,1394,720+419+9%$239.0K$260.4K+$21.4K2026-11-03
GC Wealth Management RIA, LLC
INCREASED5,1264,929+197+4%$249.6K$259.7K+$10.2K2026-11-02
Redhawk Wealth Advisors, Inc.
DECREASED5,0636,496-1,433-22%$328.9K$256.5K-$72.4K2026-10-14
Axxcess Wealth Management, LLC
DECREASED5,0291,171,791-1,166,762-100%$59.3M$254.8K-$59.1M2026-10-21
HUB Investment Partners, LLC
DECREASED5,00930,404-25,395-84%$1.5M$253.8K-$1.3M2026-11-03
Fiduciary Financial Group, LLC
INCREASED4,8614,834+27+1%$244.7K$246.3K+$1.5K2026-10-13
Invested Advisors
DECREASED4,5326,778-2,246-33%$343.2K$229.6K-$113.5K2026-10-23
Southern Capital Advisors, LLC
INCREASED4,4714,160+311+7%$210.6K$226.5K+$15.9K2026-10-26
Private Trust Co NA
DECREASED4,4626,375-1,913-30%$322.8K$226.1K-$96.7K2026-10-20
D.A. Davidson & Co.
NEW4,460—+4,460——$226.0K—2026-10-28
Hutchinson Capital Management
NEW4,278—+4,278——$216.8K—2026-11-09
Harbour Investments, Inc.
DECREASED4,16810,555-6,387-61%$534.4K$211.2K-$323.2K2026-11-09
PKS Advisory Services, LLC
UNCHANGED4,1304,13000%$209.2K$209.2K$02026-10-26
Western Wealth Management, LLC
DECREASED4,1074,358-251-6%$220.7K$208.1K-$12.5K2026-11-09
Mainsail Asset Management, LLC
INCREASED4,0894,071+18+0%$205.9K$206.6K+$7132026-10-14
Investors Research Corp
INCREASED4,0603,912+148+4%$198.1K$205.7K+$7.7K2026-10-07
Richardson Financial Services Inc.
DECREASED3,5677,180-3,613-50%$363.5K$180.7K-$182.8K2026-10-30
Rossby Financial, LCC
INCREASED3,4552,582+873+34%$130.7K$175.0K+$44.3K2026-11-05
Nova Financial LLC
NEW3,450—+3,450——$174.8K—2026-11-04
Compass Financial Management LLC
INCREASED2,906629+2,277+362%$31.8K$147.3K+$115.4K2026-10-30
Reyes Financial Architecture, Inc.
NEW2,664—+2,664——$135.0K—2026-10-22
Heritage Family Offices, LLP
NEW2,607—+2,607——$132.1K—2026-11-02
Blue Trust, Inc.
UNCHANGED2,5002,50000%$126.6K$126.7K+$1002026-10-15
MV Capital Management, Inc.
DECREASED2,3032,634-331-13%$133.4K$116.7K-$16.7K2026-10-29
UMB Bank, n.a.
UNCHANGED1,8121,81200%$91.7K$91.8K+$722026-11-06
Friedenthal Financial
DECREASED1,6671,879-212-11%$95.1K$84.5K-$10.7K2026-10-27
Capital Investment Advisory Services, LLC
DECREASED1,5932,554-961-38%$129.3K$80.7K-$48.6K2026-10-30
IMG Wealth Management, Inc.
UNCHANGED1,3651,36500%$69.1K$69.2K+$552026-10-27
Gables Capital Management Inc.
UNCHANGED1,3231,32300%$67.0K$67.0K+$532026-11-04
Comprehensive Financial Planning, Inc.
INCREASED1,2331,223+10+1%$61.9K$62.5K+$6212026-10-27
Clark Wealth Partners
INCREASED1,0831,073+10+1%$54.3K$54.9K+$5592026-10-19
Strive Financial Group,LLC
DECREASED1,0041,090-86-8%$55.2K$50.9K-$4.3K2026-11-09
Wolff Wiese Magana LLC
NEW973—+973——$49.3K—2026-10-15
Addison Advisors LLC
UNCHANGED75575500%$38.2K$38.3K+$302026-11-06
Latitude Advisors, LLC
NEW682—+682——$34.6K—2026-10-27
Evolution Wealth Management Inc.
UNCHANGED62662600%$31.7K$31.7K+$252026-10-28
Silver Grove Financial Group, Inc.
DECREASED620777-157-20%$39.3K$31.4K-$7.9K2026-11-05
Caldwell Sutter Capital, Inc.
DECREASED596686-90-13%$34.7K$30.2K-$4.5K2026-11-09
Independence Bank of Kentucky
UNCHANGED59659600%$30.2K$30.2K+$242026-10-26
Biltmore Family Office, LLC
UNCHANGED52052000%$26.3K$26.3K+$202026-11-03
Financial Network Wealth Advisors LLC
UNCHANGED47347300%$23.9K$24.0K+$192026-10-28
Acumen Wealth Advisors, LLC
DECREASED41610,103-9,687-96%$511.5K$21.1K-$490.4K2026-11-05
Wealth Enhancement Trust Services, Inc.
DECREASED416514-98-19%$26.0K$21.1K-$4.9K2026-10-07
Cedar Mountain Advisors, LLC
INCREASED375372+3+1%$18.8K$19.0K+$1902026-10-15
CoreCap Advisors, LLC
DECREASED350358-8-2%$18.1K$17.7K-$3912026-10-08
EverSource Wealth Advisors, LLC
DECREASED327367-40-11%$18.6K$16.6K-$2.0K2026-11-04
Ares Financial Consulting, LLC
INCREASED32599+226+228%$5.0K$16.5K+$11.5K2026-10-19
Lanark Financial, Inc.
DECREASED267289-22-8%$14.6K$13.5K-$1.1K2026-10-26
Central Pacific Bank - Trust Division
UNCHANGED18218200%$9.2K$9.2K+$72026-10-06
Geneos Wealth Management Inc.
DECREASED14010,767-10,627-99%$545.1K$7.1K-$538.0K2026-11-09
WestEnd Advisors, LLC
UNCHANGED13513500%$6.8K$6.8K+$52026-10-27
Birch Financial Group, LLC
NEW130—+130——$6.6K—2026-10-27
TD Private Client Wealth LLC
NEW102—+102——$5.2K—2026-10-28
Simplex Trading, LLC
NEW100—+100——$5.1K—2026-11-04
Elevated Capital Advisors, LLC
UNCHANGED10010000%$5.1K$5.1K+$42026-11-04
Creative Financial Designs Inc
UNCHANGED949400%$4.8K$4.8K+$42026-11-04
Triumph Capital Management
UNCHANGED808000%$4.1K$4.1K+$42026-10-14
Rydar Equities, Inc.
NEW46—+46——$2.3K—2026-10-13
Lloyd Advisory Services, Llc.
UNCHANGED363600%$1.8K$1.8K+$192026-11-02
Adkins Seale Capital Management LLC
UNCHANGED313100%$1.6K$1.6K+$12026-10-27
Harbor Investment Advisory, LLC
UNCHANGED222200%$1.1K$1.1K+$12026-10-13
Key Capital Management, Inc
NEW13—+13——$659—2026-11-03
Signature Resources Capital Management, LLC
UNCHANGED101000%$506$507+$12026-10-16
Essential Partners LLC
UNCHANGED3300%$152$152$02026-10-14
Broussard Financial Group LLC
CLOSED036,517-36,517-100%$1.8M$0-$1.8M2026-10-26
Cravens & Co Advisors, LLC
CLOSED028,401-28,401-100%$1.4M$0-$1.4M2026-10-16
Chris Bulman Inc
CLOSED022,804-22,804-100%$1.2M$0-$1.2M2026-10-20
Lauer Wealth, LLC
CLOSED09,967-9,967-100%$504.1K$0-$504.1K2026-10-13
Two West Capital Advisors LLC
CLOSED08,152-8,152-100%$412.5K$0-$412.5K2026-10-15
Wealthcare Advisory Partners LLC
CLOSED06,487-6,487-100%$328.4K$0-$328.4K2026-10-21
Blue Line Capital, LLC / IL
CLOSED04,793-4,793-100%$242.7K$0-$242.7K2026-11-04
Sowell Financial Services LLC
CLOSED04,296-4,296-100%$217.5K$0-$217.5K2026-10-23
Advisor Resource Council
CLOSED04,278-4,278-100%$216.6K$0-$216.6K2026-11-05
Cyr Financial Inc.
CLOSED04,216-4,216-100%$213.5K$0-$213.5K2026-10-16
Stirlingshire Investments, Inc.
CLOSED04,163-4,163-100%$210.8K$0-$210.8K2026-11-05
RFG - Bristol Wealth Advisors, LLC
CLOSED04,108-4,108-100%$208.0K$0-$208.0K2026-10-09
Pennsylvania Capital Management Inc
CLOSED04,094-4,094-100%$207.3K$0-$207.3K2026-11-05
CX Institutional
CLOSED01,206-1,206-100%$61$0-$612026-10-02
Fairman Group, LLC
CLOSED0587-587-100%$29.7K$0-$29.7K2026-10-26
Salem Investment Counselors Inc
CLOSED069-69-100%$3.5K$0-$3.5K2026-10-13
Buck Wealth Strategies, LLC
CLOSED061-61-100%$3.1K$0-$3.1K2026-10-28
Russell Investments Group, Ltd.
CLOSED050-50-100%$2.5K$0-$2.5K2026-11-06
Tucker Asset Management LLC
CLOSED029-29-100%$1.5K$0-$1.5K2026-10-29
Wilkerson Advisory Group LLC
CLOSED013-13-100%$658$0-$6582026-10-20
Cornerstone Planning Group LLC
CLOSED012-12-100%$617$0-$6172026-10-16
Cherry Tree Wealth Management, LLC
CLOSED05-5-100%$254$0-$2542026-10-15
Covestor Ltd
UNCHANGED000—$0$0$02026-10-30
Bank of America Corp
N/A—5,611,310-5,611,310-100%$284.1M———
Morgan Stanley
N/A—3,160,243-3,160,243-100%$160.0M———
UBS Group AG
N/A—2,083,520-2,083,520-100%$105.5M———
Wealthspire Advisors, LLC
N/A—1,599,878-1,599,878-100%$81.0M———
Mariner, LLC
N/A—1,585,917-1,585,917-100%$80.3M———
Raymond James Financial Inc
N/A—1,359,807-1,359,807-100%$68.8M———
Wells Fargo & Company
N/A—1,289,440-1,289,440-100%$65.3M———
Royal Bank of Canada
N/A—1,177,131-1,177,131-100%$59.6M———
Osaic Holdings, Inc.
N/A—1,100,724-1,100,724-100%$55.7M———
Envestnet Asset Management Inc
N/A—1,037,507-1,037,507-100%$52.5M———
Cetera Investment Advisers
N/A—994,734-994,734-100%$50.4M———
Stock Yards Bank & Trust Co
N/A—890,317-890,317-100%$45.1M———
Northwest Quadrant Wealth Management, LLC
N/A—863,892-863,892-100%$43.7M———
Vertex Planning Partners, LLC
N/A—763,672-763,672-100%$38.7M———
Stifel Financial Corp
N/A—647,251-647,251-100%$32.8M———
Summitry LLC
N/A—413,352-413,352-100%$20.9M———
GeoWealth Management, LLC
N/A—373,979-373,979-100%$18.9M———
Global Retirement Partners, LLC
N/A—354,341-354,341-100%$17.9M———
AllGen Financial Advisors, Inc.
N/A—334,914-334,914-100%$17.0M———
Jones Financial Companies Lllp
N/A—298,546-298,546-100%$15.1M———
Luminist Capital LLC
N/A—283,555-283,555-100%$18.0M———
Mutual Advisors, LLC
N/A—266,461-266,461-100%$13.5M———
JPMorgan Chase & Co
N/A—251,628-251,628-100%$12.7M———
Wescap Management Group, Inc.
N/A—238,994-238,994-100%$12.1M———
Magnolia Capital Advisors LLC
N/A—225,528-225,528-100%$11.4M———
Mercer Global Advisors Inc
N/A—209,744-209,744-100%$10.6M———
Orion Porfolio Solutions, LLC
N/A—202,063-202,063-100%$10.2M———
Seeds Investor LLC
N/A—198,773-198,773-100%$10.1M———
Equitable Holdings, Inc.
N/A—188,384-188,384-100%$9.5M———
Private Advisor Group, LLC
N/A—185,588-185,588-100%$9.4M———
Waverly Advisors, LLC
N/A—185,230-185,230-100%$9.4M———
MML Investors Services, LLC
N/A—182,129-182,129-100%$9.2M———
Generation Capital Management LLC
N/A—178,490-178,490-100%$9.0M———
NorthCoast Asset Management LLC
N/A—167,898-167,898-100%$8.5M———
Cerity Partners LLC
N/A—146,718-146,718-100%$7.4M———
Element Wealth, LLC
N/A—145,806-145,806-100%$7.4M———
Janney Montgomery Scott LLC
N/A—145,572-145,572-100%$7.4M———
OneDigital Investment Advisors LLC
N/A—141,195-141,195-100%$7.1M———
Markin Asset Management, LP
N/A—138,285-138,285-100%$7.0M———
First Manhattan Co. Llc.
N/A—125,782-125,782-100%$6.4M———
Rockefeller Capital Management L.P.
N/A—115,846-115,846-100%$5.9M———
Smith, Moore & Co.
N/A—105,496-105,496-100%$5.3M———
Financial Gravity Companies, Inc.
N/A—104,797-104,797-100%$5.3M———
Wealthspire Retirement, LLC
N/A—104,239-104,239-100%$5.3M———
Brookwood Investment Group LLC
N/A—102,226-102,226-100%$5.2M———
Van Hulzen Asset Management, LLC
N/A—100,634-100,634-100%$5.1M———
Cadia Private Client LLC
N/A—100,208-100,208-100%$5.1M———
Flow Traders U.S. LLC
N/A—98,641-98,641-100%$5.0M———
Sanctuary Advisors, LLC
N/A—95,332-95,332-100%$4.8M———
Vestmark Advisory Solutions, Inc.
N/A—93,586-93,586-100%$4.7M———
Northwestern Mutual Wealth Management Co
N/A—90,428-90,428-100%$4.6M———
Vantage Point Financial LLC
N/A—89,529-89,529-100%$4.5M———
Jacobson & Schmitt Advisors, LLC
N/A—86,399-86,399-100%$4.4M———
Oxbow Advisors, LLC
N/A—85,832-85,832-100%$4.3M———
Ameritas Advisory Services, LLC
N/A—84,218-84,218-100%$4.3M———
Gotham Asset Management, LLC
N/A—83,278-83,278-100%$4.2M———
BFC Planning, Inc.
N/A—80,664-80,664-100%$4.1M———
Disciplined Investments, LLC
N/A—80,405-80,405-100%$4.1M———
Federation des caisses Desjardins du Quebec
N/A—72,419-72,419-100%$3.7M———
Range Advisory, LLC
N/A—66,026-66,026-100%$3.3M———
Betterment LLC
N/A—63,936-63,936-100%$3.2M———
Beacon Pointe Advisors, LLC
N/A—62,659-62,659-100%$3.2M———
FWG Holdings, LLC
N/A—54,314-54,314-100%$2.7M———
Advisory Services Network, LLC
N/A—49,266-49,266-100%$2.5M———
Arax Advisory Partners
N/A—44,189-44,189-100%$2.2M———
Jaffetilchin Investment Partners, LLC
N/A—43,874-43,874-100%$2.2M———
Mpwm Advisory Solutions, LLC
N/A—43,251-43,251-100%$2.2M———
Smart Money Group LLC
N/A—42,548-42,548-100%$2.2M———
Capital Advisor Network LLC
N/A—41,593-41,593-100%$2.1M———
Boston Family Office LLC
N/A—41,258-41,258-100%$2.1M———
CreativeOne Wealth, LLC
N/A—38,526-38,526-100%$2.0M———
BNP Paribas Financial Markets
N/A—38,489-38,489-100%$1.9M———
Susquehanna International Group, LLP
N/A—38,262-38,262-100%$1.9M———
Ausdal Financial Partners, Inc.
N/A—37,614-37,614-100%$1.9M———
Destination Wealth Management
N/A—36,401-36,401-100%$1.8M———
Goldman Sachs Group Inc
N/A—34,932-34,932-100%$1.8M———
Stephens Inc
N/A—34,045-34,045-100%$1.7M———
Main Management LLC
N/A—33,720-33,720-100%$1.7M———
Sovereign Financial Group, Inc.
N/A—33,008-33,008-100%$1.7M———
Integrated Wealth Concepts LLC
N/A—32,264-32,264-100%$1.6M———
Stratos Wealth Partners, Ltd.
N/A—32,225-32,225-100%$1.6M———
Advyzon Investment Management, LLC
N/A—29,808-29,808-100%$1.5M———
EP Wealth Advisors, LLC
N/A—28,638-28,638-100%$1.4M———
AE Wealth Management LLC
N/A—27,616-27,616-100%$1.4M———
Summit Trail Advisors, LLC
N/A—27,071-27,071-100%$1.4M———
BTS Asset Management, Inc.
N/A—26,049-26,049-100%$1.3M———
Haverford Trust Co
N/A—24,983-24,983-100%$1.3M———
GTS Securities LLC
N/A—24,883-24,883-100%$1.3M———
Composition Wealth, LLC
N/A—23,568-23,568-100%$1.2M———
Prostatis Group LLC
N/A—22,738-22,738-100%$1.2M———
Maridea Wealth Management LLC
N/A—22,326-22,326-100%$1.1M———
&partners
N/A—21,368-21,368-100%$1.1M———
Mayflower Financial Advisors, LLC
N/A—19,586-19,586-100%$991.6K———
Regal Investment Advisors LLC
N/A—18,894-18,894-100%$956.6K———
WCG Wealth Advisors LLC
N/A—18,804-18,804-100%$952.1K———
Landing Point Financial Group, LLC
N/A—18,561-18,561-100%$939.7K———
Sykon Capital LLC
N/A—18,167-18,167-100%$919.8K———
CFO4Life Group, LLC
N/A—18,109-18,109-100%$916.9K———
Centaurus Financial, Inc.
N/A—17,194-17,194-100%$871.0K———
Citadel Advisors LLC
N/A—17,188-17,188-100%$870.2K———
Liberty Wealth Management LLC
N/A—16,469-16,469-100%$833.8K———
J. M. Brown & Associates Inc.
N/A—16,130-16,130-100%$816.7K———
IEQ Capital, LLC
N/A—15,958-15,958-100%$808.0K———
Two Sigma Securities, LLC
N/A—15,929-15,929-100%$806.5K———
Steward Partners Investment Advisory, LLC
N/A—15,659-15,659-100%$792.8K———
MAI Capital Management
N/A—15,547-15,547-100%$787.1K———
Potomac Fund Management Inc
N/A—14,996-14,996-100%$759.2K———
NewEdge Advisors, LLC
N/A—14,803-14,803-100%$749.5K———
IHT Wealth Management, LLC
N/A—13,596-13,596-100%$688.4K———
Keystone Financial Group
N/A—13,273-13,273-100%$672.0K———
LaSalle St. Investment Advisors, LLC
N/A—12,739-12,739-100%$645.0K———
MRP Capital Investments, LLC
N/A—12,700-12,700-100%$643.0K———
LRI Investments, LLC
N/A—12,638-12,638-100%$639.9K———
Savvy Advisors, Inc.
N/A—12,610-12,610-100%$638.4K———
Principal Securities, Inc.
N/A—12,471-12,471-100%$631.4K———
Spirepoint Private Client, LLC
N/A—11,199-11,199-100%$567.0K———
Ascent Advisors, LLC
N/A—10,657-10,657-100%$538.2K———
Evergreen Wealth Partners LLC
N/A—10,409-10,409-100%$527.0K———
United Capital Financial Advisors, LLC
N/A—10,201-10,201-100%$516.6K———
Retirement Capital Strategies
N/A—9,436-9,436-100%$477.7K———
Arkadios Wealth Advisors
N/A—9,393-9,393-100%$475.6K———
Advocacy Wealth Management, LLC
N/A—9,381-9,381-100%$475.0K———
Pinnacle Financial Partners, Inc.
N/A—9,315-9,315-100%$471.6K———
Strategic Financial Concepts, LLC
N/A—8,820-8,820-100%$446.6K———
Fairview Capital Investment Management, LLC
N/A—8,625-8,625-100%$436.7K———
Pathstone Holdings, LLC
N/A—8,441-8,441-100%$427.4K———
Strait & Sound Wealth Management LLC
N/A—7,755-7,755-100%$392.6K———
Sequoia Financial Advisors, LLC
N/A—7,753-7,753-100%$392.6K———
Cahill Financial Advisors Inc
N/A—7,674-7,674-100%$388.5K———
Inspire Advisors, LLC
N/A—7,546-7,546-100%$382.0K———
Aptus Capital Advisors, LLC
N/A—7,243-7,243-100%$366.7K———
Guardian Wealth Advisors, LLC / NC
N/A—7,239-7,239-100%$366.5K———
Prudential PLC
N/A—6,745-6,745-100%$341.5K———
CacheTech Inc.
N/A—6,447-6,447-100%$326.4K———
Adams Wealth Management
N/A—6,447-6,447-100%$326.4K———
Talon Private Wealth, LLC
N/A—6,447-6,447-100%$326.4K———
Baird Financial Group, Inc.
N/A—6,289-6,289-100%$318.4K———
Envestnet Portfolio Solutions, Inc.
N/A—6,203-6,203-100%$314.0K———
Parkwoods Wealth Partners, LLC
N/A—5,913-5,913-100%$299.4K———
PFG Investments, LLC
N/A—5,470-5,470-100%$276.9K———
Calton & Associates, Inc.
N/A—5,449-5,449-100%$275.9K———
Proficio Capital Partners LLC
N/A—5,315-5,315-100%$269.1K———
Jane Street Group, LLC
N/A—5,202-5,202-100%$263.4K———
Magnolia Private Wealth, LLC
N/A—5,066-5,066-100%$256.5K———
Johnson Investment Counsel Inc
N/A—5,027-5,027-100%$254.5K———
Copia Wealth Management
N/A—4,809-4,809-100%$243.5K———
Strategic Wealth Partners, Ltd.
N/A—4,759-4,759-100%$240.9K———
AQR Capital Management LLC
N/A—4,594-4,594-100%$232.6K———
Madison Asset Management, LLC
N/A—4,473-4,473-100%$226.5K———
Thomas J. Herzfeld Advisors, Inc.
N/A—4,469-4,469-100%$226.3K———
GWN Securities Inc.
N/A—4,463-4,463-100%$226.0K———
Legacy Wealth Managment, LLC
N/A—3,969-3,969-100%$200.9K———
Cornerstone Financial Management LLC
N/A—3,615-3,615-100%$183.0K———
FWL Investment Management, LLC
N/A—2,510-2,510-100%$127.1K———
FMR LLC
N/A—1,487-1,487-100%$75.3K———
Ancora Advisors LLCA
N/A—1,387-1,387-100%$70.2K———
Vision Retirement, LLC
N/A—1,369-1,369-100%$69.3K———
Innovative Asset Advisors Group, LLC
N/A—1,150-1,150-100%$58.2K———
WealthShield Partners, LLC
N/A—1,028-1,028-100%$52.0K———
National Bank of Canada
N/A—711-711-100%$36.0K———
BlackRock, Inc.
N/A—684-684-100%$34.6K———
Fiduciary Financial Advisors
N/A—666-666-100%$33.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—466-466-100%$23.6K———
Continuum Advisory, LLC
N/A—292-292-100%$14.8K———
Prosperity Bancshares Inc
N/A—145-145-100%$7.3K———
Atomic Invest LLC
N/A—127-127-100%$6.4K———
Huntington National Bank
N/A—125-125-100%$6.3K———
Crewe Advisors LLC
N/A—58-58-100%$2.9K———
Rothschild Investment LLC
N/A—30-30-100%$1.5K———
Vanguard Advisers Inc
N/A—29-29-100%$1.5K———
Synergy Investment Management, LLC
N/A—1-1-100%$51———
Showing 467 of 467 institutions