IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishares Ultra Short Duration (ICSH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares4,583,342 from 3,824,663
Change+758,679 (+20%)
Value$231.0M (+$37.5M)
Filed 2026-11-06
Foster Dykema Cabot & Partners, LLC
INCREASED
Shares4,253,584 from 4,228,824
Change+24,760 (+1%)
Value$214.4M (+$486.7K)
Filed 2026-10-30
Temasek Holdings (Private) Ltd
UNCHANGED
Shares1,973,943 from 1,973,943
Change0 (0%)
Value$99.5M (-$355.3K)
Filed 2026-10-28
HighTower Advisors, LLC
INCREASED
Shares1,853,465 from 435,680
Change+1,417,785 (+325%)
Value$93.4M (+$71.4M)
Filed 2026-11-10
Donaldson Capital Management, LLC
INCREASED
Shares1,844,667 from 1,708,669
Change+135,998 (+8%)
Value$93.0M (+$6.5M)
Filed 2026-11-09
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares1,825,566 from 1,947,459
Change-121,893 (-6%)
Value$91.8M (-$6.2M)
Filed 2026-10-13
Winthrop Advisory Group LLC
DECREASED
Shares1,360,141 from 1,360,435
Change-294 (0%)
Value$68.6M (-$259.7K)
Filed 2026-10-22
Foster Group, Inc.
INCREASED
Shares1,236,608 from 1,181,596
Change+55,012 (+5%)
Value$62.3M (+$2.6M)
Filed 2026-10-13
Diversified Portfolios, Inc.
INCREASED
Shares1,207,342 from 1,073,775
Change+133,567 (+12%)
Value$60.9M (+$6.5M)
Filed 2026-11-04
Macro Advisors, Inc.
INCREASED
Shares968,554 from 929,607
Change+38,947 (+4%)
Value$48.8M (+$1.8M)
Filed 2026-11-09
Valtinson Bruner Financial Planning LLC
DECREASED
Shares741,098 from 812,880
Change-71,782 (-9%)
Value$37.4M (-$3.8M)
Filed 2026-11-02
Capital Advantage, Inc.
DECREASED
Shares736,198 from 742,780
Change-6,582 (-1%)
Value$37.1M (-$465.4K)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares716,914 from 572,587
Change+144,327 (+25%)
Value$36.1M (+$7.2M)
Filed 2026-11-02
Steele Capital Management, Inc.
INCREASED
Shares574,221 from 518,375
Change+55,846 (+11%)
Value$28.9M (+$2.7M)
Filed 2026-11-02
Motco
UNCHANGED
Shares519,000 from 519,000
Change0 (0%)
Value$26.2M (-$93.4K)
Filed 2026-11-09
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares454,587 from 432,906
Change+21,681 (+5%)
Value$22.9M (+$1.0M)
Filed 2026-10-28
Avestar Capital, LLC
DECREASED
Shares454,285 from 486,417
Change-32,132 (-7%)
Value$22.9M (-$1.7M)
Filed 2026-10-28
Roble, Belko & Company, Inc
DECREASED
Shares408,253 from 422,906
Change-14,653 (-3%)
Value$20.6M (-$815.0K)
Filed 2026-11-09
J.W. Cole Advisors, Inc.
INCREASED
Shares406,471 from 387,461
Change+19,010 (+5%)
Value$20.5M (+$888.4K)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares398,536 from 71,859
Change+326,677 (+455%)
Value$20.1M (+$16.5M)
Filed 2026-10-08
Bokf, NA
INCREASED
Shares376,002 from 327,784
Change+48,218 (+15%)
Value$19.0M (+$2.4M)
Filed 2026-10-27
Exchange Traded Concepts, LLC
DECREASED
Shares374,497 from 710,844
Change-336,347 (-47%)
Value$18.9M (-$17.1M)
Filed 2026-10-28
MGO One Seven LLC
INCREASED
Shares371,318 from 353,220
Change+18,098 (+5%)
Value$18.7M (+$848.6K)
Filed 2026-10-28
Commonwealth Equity Services, LLC
INCREASED
Shares345,052 from 296,818
Change+48,234 (+16%)
Value$17.4M (+$2.4M)
Filed 2026-11-02
Wellington Grp LLC
INCREASED
Shares340,632 from 283,412
Change+57,220 (+20%)
Value$17.2M (+$2.8M)
Filed 2026-11-06
Global Strategic Investment Solutions, LLC
INCREASED
Shares328,727 from 325,545
Change+3,182 (+1%)
Value$16.6M (+$101.8K)
Filed 2026-10-16
Signaturefd, LLC
DECREASED
Shares319,277 from 388,564
Change-69,287 (-18%)
Value$16.1M (-$3.6M)
Filed 2026-10-23
Galvin, Gaustad & Stein, LLC
INCREASED
Shares315,667 from 307,503
Change+8,164 (+3%)
Value$15.9M (+$356.2K)
Filed 2026-10-08
Virtue Capital Management, LLC
INCREASED
Shares311,126 from 127,651
Change+183,475 (+144%)
Value$15.7M (+$9.2M)
Filed 2026-10-29
Savant Capital, LLC
INCREASED
Shares307,677 from 246,360
Change+61,317 (+25%)
Value$15.5M (+$3.0M)
Filed 2026-11-06
Edgemoor Investment Advisors, Inc.
INCREASED
Shares307,037 from 284,762
Change+22,275 (+8%)
Value$15.5M (+$1.1M)
Filed 2026-11-03
Parallel Advisors, LLC
DECREASED
Shares304,906 from 319,168
Change-14,262 (-4%)
Value$15.4M (-$776.3K)
Filed 2026-11-03
Cynosure Group, LLC
DECREASED
Shares301,793 from 333,254
Change-31,461 (-9%)
Value$15.2M (-$1.6M)
Filed 2026-11-03
Merit Financial Group, LLC
INCREASED
Shares296,919 from 244,034
Change+52,885 (+22%)
Value$15.0M (+$2.6M)
Filed 2026-11-06
Alkeme Wealth, LLC
INCREASED
Shares295,558 from 283,723
Change+11,835 (+4%)
Value$14.9M (+$545.4K)
Filed 2026-10-08
Bay Capital Advisors, LLC
INCREASED
Shares293,697 from 245,687
Change+48,010 (+20%)
Value$14.8M (+$2.4M)
Filed 2026-10-16
Simon Quick Advisors, LLC
DECREASED
Shares292,718 from 293,172
Change-454 (0%)
Value$14.8M (-$75.7K)
Filed 2026-10-26
MY Wealth Management Inc.
DECREASED
Shares277,265 from 326,780
Change-49,515 (-15%)
Value$14.0M (-$2.6M)
Filed 2026-10-21
Resonant Capital Advisors, LLC
DECREASED
Shares263,708 from 270,325
Change-6,617 (-2%)
Value$13.3M (-$382.2K)
Filed 2026-10-15
Congress Park Capital LLC
DECREASED
Shares249,815 from 266,645
Change-16,830 (-6%)
Value$12.6M (-$896.2K)
Filed 2026-10-13
Independent Financial Group, LLC
NEW
Shares249,372
Change+249,372
Value$12.6M
Filed 2026-10-13
Bison Wealth, LLC
INCREASED
Shares240,347 from 237,882
Change+2,465 (+1%)
Value$12.1M (+$97.9K)
Filed 2026-10-13
Hanseatic Management Services Inc
INCREASED
Shares239,579 from 201,499
Change+38,080 (+19%)
Value$12.1M (+$1.9M)
Filed 2026-10-27
Guidance Capital, Inc
DECREASED
Shares234,264 from 235,331
Change-1,067 (0%)
Value$11.8M (-$99.6K)
Filed 2026-11-03
Summit Wealth Group, LLC
INCREASED
Shares233,856 from 205,499
Change+28,357 (+14%)
Value$11.8M (+$1.4M)
Filed 2026-11-09
Morningstar Investment Management LLC
DECREASED
Shares232,028 from 259,023
Change-26,995 (-10%)
Value$11.7M (-$1.4M)
Filed 2026-11-09
Sherry Group, Inc.
UNCHANGED
Shares224,753 from 224,753
Change0 (0%)
Value$11.3M (-$41.6K)
Filed 2026-10-09
MJT & Associates Financial Advisory Group, Inc.
INCREASED
Shares209,677 from 174,177
Change+35,500 (+20%)
Value$10.6M (+$1.8M)
Filed 2026-10-07
Concurrent Investment Advisors, LLC
INCREASED
Shares207,818 from 155,150
Change+52,668 (+34%)
Value$10.5M (+$2.6M)
Filed 2026-10-16
General Partner, Inc.
INCREASED
Shares205,947 from 138,647
Change+67,300 (+49%)
Value$10.4M (+$3.4M)
Filed 2026-10-05
Dynamic Advisor Solutions LLC
INCREASED
Shares202,267 from 146,625
Change+55,642 (+38%)
Value$10.2M (+$2.8M)
Filed 2026-10-13
Flagship Harbor Advisors, LLC
INCREASED
Shares201,789 from 182,648
Change+19,141 (+10%)
Value$10.2M (+$931.8K)
Filed 2026-10-26
Cahaba Wealth Management, Inc.
INCREASED
Shares197,092 from 136,954
Change+60,138 (+44%)
Value$9.9M (+$3.0M)
Filed 2026-10-26
Summit Investment Advisors, Inc.\KS
INCREASED
Shares192,033 from 152,004
Change+40,029 (+26%)
Value$9.7M (+$2.0M)
Filed 2026-11-05
Snider Financial Group
INCREASED
Shares190,832 from 188,034
Change+2,798 (+1%)
Value$9.6M (+$107.2K)
Filed 2026-10-16
Farrow Financial, Inc.
INCREASED
Shares177,362 from 166,704
Change+10,658 (+6%)
Value$8.9M (+$507.2K)
Filed 2026-10-30
Integrated Advisors Network LLC
INCREASED
Shares174,751 from 104,800
Change+69,951 (+67%)
Value$8.8M (+$3.5M)
Filed 2026-10-20
Lido Advisors, LLC
INCREASED
Shares169,271 from 62,347
Change+106,924 (+172%)
Value$8.5M (+$5.4M)
Filed 2026-11-04
Cannon Financial Strategists, Inc.
DECREASED
Shares161,729 from 186,598
Change-24,869 (-13%)
Value$8.2M (-$1.3M)
Filed 2026-10-19
Transcendent Capital Group LLC
NEW
Shares160,044
Change+160,044
Value$8.1M
Filed 2026-10-28
Kestra Advisory Services, LLC
INCREASED
Shares154,990 from 77,134
Change+77,856 (+101%)
Value$7.8M (+$3.9M)
Filed 2026-11-02
ATX Financial Planning, LLC
INCREASED
Shares153,048 from 54,527
Change+98,521 (+181%)
Value$7.7M (+$5.0M)
Filed 2026-10-14
Rochester Wealth Strategies, LLC
DECREASED
Shares137,422 from 153,381
Change-15,959 (-10%)
Value$6.9M (-$831.9K)
Filed 2026-11-03
Allworth Financial LP
UNCHANGED
Shares137,044 from 137,044
Change0 (0%)
Value$6.9M ($0)
Filed 2026-11-06
Philadelphia Investment Partners, LLC
DECREASED
Shares134,011 from 145,872
Change-11,861 (-8%)
Value$6.8M (-$623.3K)
Filed 2026-11-09
Chicago Partners Investment Group LLC
INCREASED
Shares130,761 from 87,866
Change+42,895 (+49%)
Value$6.6M (+$2.2M)
Filed 2026-10-27
Beacon Financial Group
DECREASED
Shares127,541 from 139,683
Change-12,142 (-9%)
Value$6.4M (-$637.1K)
Filed 2026-10-19
Drive Wealth Management, LLC
NEW
Shares126,732
Change+126,732
Value$6.4M
Filed 2026-11-09
Jacobi Capital Management LLC
INCREASED
Shares126,416 from 116,389
Change+10,027 (+9%)
Value$6.4M (+$484.4K)
Filed 2026-11-05
Integral Investment Advisors, Inc.
INCREASED
Shares126,294 from 84,702
Change+41,592 (+49%)
Value$6.4M (+$2.1M)
Filed 2026-11-03
Cerro Pacific Wealth Advisors LLC
DECREASED
Shares125,619 from 150,872
Change-25,253 (-17%)
Value$6.3M (-$1.3M)
Filed 2026-10-22
Kroeger Financial Partners
INCREASED
Shares124,088 from 63,606
Change+60,482 (+95%)
Value$6.3M (+$3.0M)
Filed 2026-10-19
IFP Advisors, Inc
INCREASED
Shares123,761 from 56,435
Change+67,326 (+119%)
Value$6.2M (+$3.4M)
Filed 2026-10-16
Agate Pass Investment Management, LLC
INCREASED
Shares120,344 from 90,713
Change+29,631 (+33%)
Value$6.1M (+$1.5M)
Filed 2026-10-20
Elevation Wealth Partners, LLC
NEW
Shares118,980
Change+118,980
Value$6.0M
Filed 2026-10-07
Powerhouse Assets LLC
INCREASED
Shares115,376 from 114,054
Change+1,322 (+1%)
Value$5.8M (+$46.1K)
Filed 2026-10-19
Able Wealth Management LLC
DECREASED
Shares115,286 from 128,416
Change-13,130 (-10%)
Value$5.8M (-$698.7K)
Filed 2026-10-13
Sowell Financial Services LLC
DECREASED
Shares112,789 from 112,829
Change-40 (0%)
Value$5.7M (-$22.3K)
Filed 2026-10-23
Wealth Architects, LLC
DECREASED
Shares112,656 from 113,799
Change-1,143 (-1%)
Value$5.7M (-$78.1K)
Filed 2026-11-03
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares112,626 from 101,574
Change+11,052 (+11%)
Value$5.7M (+$538.7K)
Filed 2026-10-07
Vilga Financial Planning LLC
INCREASED
Shares111,647 from 87,598
Change+24,049 (+27%)
Value$5.6M (+$1.2M)
Filed 2026-10-09
Creative Planning
DECREASED
Shares108,490 from 142,669
Change-34,179 (-24%)
Value$5.5M (-$1.7M)
Filed 2026-11-02
Sigma Planning Corp
DECREASED
Shares105,284 from 109,555
Change-4,271 (-4%)
Value$5.3M (-$234.9K)
Filed 2026-10-23
Semitam Bonam LLC
INCREASED
Shares104,076 from 95,635
Change+8,441 (+9%)
Value$5.2M (+$408.2K)
Filed 2026-10-27
WealthBridge Capital Management, LLC
INCREASED
Shares100,977 from 99,911
Change+1,066 (+1%)
Value$5.1M (+$35.8K)
Filed 2026-10-16
Master's Wealth Management Inc.
NEW
Shares98,647
Change+98,647
Value$5.0M
Filed 2026-10-22
BCR Wealth Strategies, LLC
INCREASED
Shares98,075 from 91,680
Change+6,395 (+7%)
Value$4.9M (+$306.0K)
Filed 2026-11-06
Valmark Advisers, Inc.
INCREASED
Shares97,859 from 44,858
Change+53,001 (+118%)
Value$4.9M (+$2.7M)
Filed 2026-11-06
WT Wealth Management
DECREASED
Shares97,211 from 113,341
Change-16,130 (-14%)
Value$4.9M (-$833.3K)
Filed 2026-10-13
Mullaney, Keating & Wright, Inc.
INCREASED
Shares96,595 from 95,042
Change+1,553 (+2%)
Value$4.9M (+$61.2K)
Filed 2026-10-19
Patriot Financial Group Insurance Agency, LLC
NEW
Shares96,441
Change+96,441
Value$4.9M
Filed 2026-10-14
Realta Investment Advisors
INCREASED
Shares94,028 from 90,472
Change+3,556 (+4%)
Value$4.7M (+$162.9K)
Filed 2026-10-14
Lebenthal Global Advisors, LLC
DECREASED
Shares86,357 from 115,276
Change-28,919 (-25%)
Value$4.4M (-$1.5M)
Filed 2026-10-28
Hudson Oak Wealth Advisory LLC
INCREASED
Shares81,503 from 80,420
Change+1,083 (+1%)
Value$4.1M (+$40.1K)
Filed 2026-10-16
Bank of Montreal
INCREASED
Shares81,163 from 31,425
Change+49,738 (+158%)
Value$4.1M (+$2.5M)
Filed 2026-11-09
CFS Investment Advisory Services, LLC
INCREASED
Shares79,155 from 74,372
Change+4,783 (+6%)
Value$4.0M (+$229.4K)
Filed 2026-10-19
Barings LLC
UNCHANGED
Shares78,600 from 78,600
Change0 (0%)
Value$4.0M (-$14.1K)
Filed 2026-10-22
Iron Financial LLC
DECREASED
Shares76,968 from 101,049
Change-24,081 (-24%)
Value$3.9M (-$1.2M)
Filed 2026-10-23
Howland Capital Management LLC
INCREASED
Shares76,392 from 71,569
Change+4,823 (+7%)
Value$3.9M (+$230.2K)
Filed 2026-10-22
SP Asset Management LLC
DECREASED
Shares74,315 from 79,451
Change-5,136 (-6%)
Value$3.7M (-$273.1K)
Filed 2026-11-05
Citigroup Inc
INCREASED
Shares74,307 from 55,805
Change+18,502 (+33%)
Value$3.7M (+$922.5K)
Filed 2026-11-04
Princeton Global Asset Management LLC
DECREASED
Shares72,798 from 76,269
Change-3,471 (-5%)
Value$3.7M (-$188.7K)
Filed 2026-10-21
Security National Bank
NEW
Shares70,430
Change+70,430
Value$3.5M
Filed 2026-10-26
Walker Financial Services, Inc.
NEW
Shares70,383
Change+70,383
Value$3.5M
Filed 2026-10-26
Krilogy Financial LLC
DECREASED
Shares70,186 from 78,434
Change-8,248 (-11%)
Value$3.5M (-$434.7K)
Filed 2026-10-13
Elevate Wealth Advisory, Inc
INCREASED
Shares68,954 from 32,054
Change+36,900 (+115%)
Value$3.5M (+$1.9M)
Filed 2026-10-29
Atwater Malick LLC
INCREASED
Shares68,181 from 33,036
Change+35,145 (+106%)
Value$3.4M (+$1.8M)
Filed 2026-10-15
Perigon Wealth Management, LLC
INCREASED
Shares68,105 from 44,848
Change+23,257 (+52%)
Value$3.4M (+$1.2M)
Filed 2026-10-22
David Kennon Inc
INCREASED
Shares67,917 from 67,495
Change+422 (+1%)
Value$3.4M (+$9.1K)
Filed 2026-10-13
HB Wealth Management, LLC
DECREASED
Shares67,566 from 86,376
Change-18,810 (-22%)
Value$3.4M (-$963.6K)
Filed 2026-10-23
Guyasuta Investment Advisors Inc
DECREASED
Shares67,245 from 68,235
Change-990 (-1%)
Value$3.4M (-$62.2K)
Filed 2026-10-15
Vise Technologies, Inc.
INCREASED
Shares65,301 from 41,483
Change+23,818 (+57%)
Value$3.3M (+$1.2M)
Filed 2026-10-29
Apollon Wealth Management, LLC
INCREASED
Shares61,124 from 60,042
Change+1,082 (+2%)
Value$3.1M (+$43.8K)
Filed 2026-10-23
Alpha Zero LLC
INCREASED
Shares60,970 from 50,885
Change+10,085 (+20%)
Value$3.1M (+$503.2K)
Filed 2026-11-06
Tempus Wealth Planning, LLC
DECREASED
Shares60,350 from 63,145
Change-2,795 (-4%)
Value$3.0M (-$152.2K)
Filed 2026-10-14
StoneCrest Wealth Management, Inc.
INCREASED
Shares59,805 from 42,517
Change+17,288 (+41%)
Value$3.0M (+$863.7K)
Filed 2026-11-03
HighPoint Advisor Group LLC
INCREASED
Shares58,820 from 35,293
Change+23,527 (+67%)
Value$3.0M (+$1.2M)
Filed 2026-11-09
Greenup Street Wealth Management LLC
INCREASED
Shares57,930 from 47,111
Change+10,819 (+23%)
Value$2.9M (+$536.8K)
Filed 2026-10-28
Cooper Investors PTY LTD
DECREASED
Shares57,520 from 79,721
Change-22,201 (-28%)
Value$2.9M (-$1.1M)
Filed 2026-10-13
Forte Asset Management LLC
DECREASED
Shares56,465 from 100,320
Change-43,855 (-44%)
Value$2.8M (-$2.2M)
Filed 2026-10-13
Phillips Financial Management, LLC
INCREASED
Shares56,459 from 55,910
Change+549 (+1%)
Value$2.8M (+$17.6K)
Filed 2026-10-19
Prime Capital Investment Advisors, LLC
INCREASED
Shares55,671 from 54,188
Change+1,483 (+3%)
Value$2.8M (+$65.0K)
Filed 2026-10-20
NWF Advisory Services Inc.
INCREASED
Shares54,153 from 44,993
Change+9,160 (+20%)
Value$2.7M (+$453.6K)
Filed 2026-10-19
Ariadne Wealth Management, LP
INCREASED
Shares53,949 from 51,845
Change+2,104 (+4%)
Value$2.7M (+$96.7K)
Filed 2026-11-06
OFC Financial Planning, LLC
DECREASED
Shares53,344 from 55,471
Change-2,127 (-4%)
Value$2.7M (-$117.2K)
Filed 2026-11-06
Vista Finance, LLC
DECREASED
Shares51,937 from 71,397
Change-19,460 (-27%)
Value$2.6M (-$993.6K)
Filed 2026-10-23
Thrive Capital Management, LLC
INCREASED
Shares50,568 from 47,292
Change+3,276 (+7%)
Value$2.5M (+$156.6K)
Filed 2026-10-28
Belpointe Asset Management LLC
INCREASED
Shares47,610 from 38,953
Change+8,657 (+22%)
Value$2.4M (+$429.3K)
Filed 2026-11-09
LongView Wealth Management
INCREASED
Shares47,139 from 45,641
Change+1,498 (+3%)
Value$2.4M (+$67.3K)
Filed 2026-10-19
Riggs Asset Managment Co. Inc.
INCREASED
Shares46,674 from 43,505
Change+3,169 (+7%)
Value$2.4M (+$151.9K)
Filed 2026-11-05
Seizert Capital Partners, LLC
INCREASED
Shares43,599 from 36,356
Change+7,243 (+20%)
Value$2.2M (+$358.5K)
Filed 2026-10-30
Impact Partnership Wealth, LLC
INCREASED
Shares42,924 from 38,992
Change+3,932 (+10%)
Value$2.2M (+$191.1K)
Filed 2026-11-09
Ifrah Financial Services, Inc.
INCREASED
Shares41,855 from 40,742
Change+1,113 (+3%)
Value$2.1M (+$48.8K)
Filed 2026-10-13
Michels Family Financial, LLC
DECREASED
Shares41,134 from 42,827
Change-1,693 (-4%)
Value$2.1M (-$93.0K)
Filed 2026-11-02
Kurv Investment Management LLC
INCREASED
Shares40,700 from 11,840
Change+28,860 (+244%)
Value$2.1M (+$1.5M)
Filed 2026-10-28
Bank of New York Mellon Corp
INCREASED
Shares39,631 from 34,520
Change+5,111 (+15%)
Value$2.0M (+$251.3K)
Filed 2026-11-05
Sheets Smith Wealth Management
DECREASED
Shares39,601 from 39,708
Change-107 (0%)
Value$2.0M (-$12.5K)
Filed 2026-10-16
Ackerman Asset Management, LLC
INCREASED
Shares39,051 from 20,468
Change+18,583 (+91%)
Value$2.0M (+$932.9K)
Filed 2026-11-09
Kane Investment Management, Inc.
INCREASED
Shares38,966 from 36,195
Change+2,771 (+8%)
Value$2.0M (+$133.1K)
Filed 2026-11-09
Forza Wealth Management, LLC
INCREASED
Shares38,100 from 6,750
Change+31,350 (+464%)
Value$1.9M (+$1.6M)
Filed 2026-10-20
TAGStone Capital, Inc.
INCREASED
Shares38,068 from 9,829
Change+28,239 (+287%)
Value$1.9M (+$1.4M)
Filed 2026-11-09
CGN Advisors LLC
DECREASED
Shares37,460 from 38,269
Change-809 (-2%)
Value$1.9M (-$47.7K)
Filed 2026-10-21
Assetmark, Inc
DECREASED
Shares37,143 from 47,016
Change-9,873 (-21%)
Value$1.9M (-$506.1K)
Filed 2026-10-21
D.A. Davidson & Co.
INCREASED
Shares37,108 from 35,335
Change+1,773 (+5%)
Value$1.9M (+$83.0K)
Filed 2026-10-28
Go Invest LLC
INCREASED
Shares36,483 from 32,479
Change+4,004 (+12%)
Value$1.8M (+$195.9K)
Filed 2026-10-09
Brindle & Bay Financial Advisors, LLC
INCREASED
Shares35,600 from 32,001
Change+3,599 (+11%)
Value$1.8M (+$175.7K)
Filed 2026-10-15
Brookstone Capital Management
INCREASED
Shares35,043 from 34,917
Change+126 (+0%)
Value$1.8M (+$68)
Filed 2026-10-22
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares34,906 from 34,792
Change+114 (+0%)
Value$1.8M (-$487)
Filed 2026-10-16
Advocate Investing Services LLC
INCREASED
Shares34,803 from 32,412
Change+2,391 (+7%)
Value$1.8M (+$114.7K)
Filed 2026-10-26
Heck Capital Advisors, LLC
INCREASED
Shares34,775 from 26,689
Change+8,086 (+30%)
Value$1.8M (+$402.8K)
Filed 2026-10-14
Chesley Taft & Associates LLC
DECREASED
Shares34,600 from 53,374
Change-18,774 (-35%)
Value$1.7M (-$955.8K)
Filed 2026-10-13
Beacon Financial Advisory LLC
NEW
Shares33,100
Change+33,100
Value$1.7M
Filed 2026-10-16
Robertson Stephens Wealth Management, LLC
INCREASED
Shares29,804 from 28,347
Change+1,457 (+5%)
Value$1.5M (+$68.3K)
Filed 2026-10-16
Patten Group, Inc.
INCREASED
Shares29,747 from 11,900
Change+17,847 (+150%)
Value$1.5M (+$897.3K)
Filed 2026-10-26
Blvd Private Wealth, LLC
NEW
Shares29,068
Change+29,068
Value$1.5M
Filed 2026-10-14
BAM Wealth Management, LLC
INCREASED
Shares28,933 from 18,523
Change+10,410 (+56%)
Value$1.5M (+$521.3K)
Filed 2026-10-15
RHS Financial, LLC
DECREASED
Shares28,831 from 37,987
Change-9,156 (-24%)
Value$1.5M (-$468.3K)
Filed 2026-10-13
Beacon Investment Advisory Services, Inc.
DECREASED
Shares28,522 from 28,572
Change-50 (0%)
Value$1.4M (-$7.7K)
Filed 2026-10-13
RFG Advisory, LLC
NEW
Shares28,399
Change+28,399
Value$1.4M
Filed 2026-11-03
Csenge Advisory Group
DECREASED
Shares28,164 from 28,362
Change-198 (-1%)
Value$1.4M (-$15.1K)
Filed 2026-11-04
Capital Wealth Alliance, LLC
DECREASED
Shares26,257 from 29,668
Change-3,411 (-11%)
Value$1.3M (-$177.3K)
Filed 2026-10-20
Fusion Capital, LLC
INCREASED
Shares25,894 from 25,341
Change+553 (+2%)
Value$1.3M (+$23.3K)
Filed 2026-10-28
Hengehold Capital Management LLC
DECREASED
Shares25,607 from 206,690
Change-181,083 (-88%)
Value$1.3M (-$9.2M)
Filed 2026-10-16
Valley Forge Investment Consultants Inc ADV
DECREASED
Shares25,504 from 26,684
Change-1,180 (-4%)
Value$1.3M (-$64.3K)
Filed 2026-11-03
Bulwark Capital Corp
DECREASED
Shares25,456 from 66,863
Change-41,407 (-62%)
Value$1.3M (-$2.1M)
Filed 2026-10-13
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares25,225 from 21,991
Change+3,234 (+15%)
Value$1.3M (+$159.0K)
Filed 2026-10-13
YHB Investment Advisors, Inc.
INCREASED
Shares24,482 from 24,456
Change+26 (+0%)
Value$1.2M (-$3.1K)
Filed 2026-10-08
Nwam LLC
NEW
Shares24,055
Change+24,055
Value$1.2M
Filed 2026-11-09
Tradewinds Capital Management, LLC
INCREASED
Shares23,993 from 23,753
Change+240 (+1%)
Value$1.2M (+$7.8K)
Filed 2026-10-23
Johnson Bixby & Associates, LLC
DECREASED
Shares23,924 from 34,133
Change-10,209 (-30%)
Value$1.2M (-$520.7K)
Filed 2026-10-14
Wealthfront Advisers LLC
DECREASED
Shares23,814 from 45,934
Change-22,120 (-48%)
Value$1.2M (-$1.1M)
Filed 2026-11-09
Slow Capital, Inc.
DECREASED
Shares23,731 from 29,195
Change-5,464 (-19%)
Value$1.2M (-$280.6K)
Filed 2026-10-23
Guardian Wealth Advisors, LLC
DECREASED
Shares23,399 from 32,320
Change-8,921 (-28%)
Value$1.2M (-$454.7K)
Filed 2026-10-30
Indivisible Partners
INCREASED
Shares23,229 from 18,969
Change+4,260 (+22%)
Value$1.2M (+$211.3K)
Filed 2026-10-26
Base Wealth Management LLC
INCREASED
Shares22,667 from 20,940
Change+1,727 (+8%)
Value$1.1M (+$83.3K)
Filed 2026-10-21
Signal Advisors Wealth, LLC
INCREASED
Shares22,426 from 6,230
Change+16,196 (+260%)
Value$1.1M (+$815.1K)
Filed 2026-10-13
Procyon Advisors, LLC
INCREASED
Shares22,001 from 18,185
Change+3,816 (+21%)
Value$1.1M (+$189.1K)
Filed 2026-10-21
MSH Capital Advisors LLC
DECREASED
Shares21,514 from 32,217
Change-10,703 (-33%)
Value$1.1M (-$545.2K)
Filed 2026-11-03
Avidian Wealth Enterprises, LLC
DECREASED
Shares21,301 from 56,743
Change-35,442 (-62%)
Value$1.1M (-$1.8M)
Filed 2026-10-08
Boltwood Capital Management
UNCHANGED
Shares20,600 from 20,600
Change0 (0%)
Value$1.0M (-$3.7K)
Filed 2026-10-02
BIP Wealth, LLC
UNCHANGED
Shares19,802 from 19,802
Change0 (0%)
Value$998.0K (-$3.6K)
Filed 2026-10-22
Delta Investment Management, LLC
NEW
Shares19,727
Change+19,727
Value$994.2K
Filed 2026-11-09
Old North State Wealth Management, LLC
DECREASED
Shares19,722 from 22,226
Change-2,504 (-11%)
Value$994.4K (-$130.3K)
Filed 2026-10-22
Boothe Investment Group, Inc.
INCREASED
Shares19,720 from 18,490
Change+1,230 (+7%)
Value$993.9K (+$58.7K)
Filed 2026-10-22
Elevation Capital Advisory, LLC
NEW
Shares17,290
Change+17,290
Value$871.4K
Filed 2026-10-29
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares16,971 from 16,971
Change0 (0%)
Value$855.3K (-$3.1K)
Filed 2026-10-26
Meramec Financial Planners, LLC
INCREASED
Shares16,930 from 16,745
Change+185 (+1%)
Value$852.6K (+$6.9K)
Filed 2026-11-09
Stone Wealth Partners
NEW
Shares16,801
Change+16,801
Value$846.6K
Filed 2026-11-05
Daviman Financial, LLC
NEW
Shares16,342
Change+16,342
Value$823.6K
Filed 2026-11-06
Condor Capital Management
INCREASED
Shares16,216 from 15,888
Change+328 (+2%)
Value$817.3K (+$13.7K)
Filed 2026-11-06
Sankala Group LLC
UNCHANGED
Shares15,855 from 15,855
Change0 (0%)
Value$799.2K (-$1.9K)
Filed 2026-11-09
Regatta Capital Group, LLC
DECREASED
Shares15,441 from 18,408
Change-2,967 (-16%)
Value$778.2K (-$152.8K)
Filed 2026-10-23
Uptick Partners, LLC
INCREASED
Shares15,412 from 5,818
Change+9,594 (+165%)
Value$776.8K (+$482.5K)
Filed 2026-11-04
Factor Wealth Management LTD
DECREASED
Shares14,976 from 18,637
Change-3,661 (-20%)
Value$754.8K (-$187.9K)
Filed 2026-10-08
Park Avenue Securities LLC
DECREASED
Shares14,405 from 20,271
Change-5,866 (-29%)
Value$726.0K (-$299.0K)
Filed 2026-10-26
CoreCap Advisors, LLC
INCREASED
Shares14,361 from 8,419
Change+5,942 (+71%)
Value$723.8K (+$297.9K)
Filed 2026-10-08
CWA Asset Management Group, LLC
DECREASED
Shares13,949 from 14,361
Change-412 (-3%)
Value$703.0K (-$23.3K)
Filed 2026-10-19
Gerald Baker Financial Group LLC
INCREASED
Shares13,867 from 12,205
Change+1,662 (+14%)
Value$698.9K (+$81.5K)
Filed 2026-10-09
Atria Investments, Inc
DECREASED
Shares13,725 from 15,095
Change-1,370 (-9%)
Value$691.7K (-$71.8K)
Filed 2026-10-15
Park Place Capital Corp
DECREASED
Shares13,548 from 13,769
Change-221 (-2%)
Value$682.8K (-$13.6K)
Filed 2026-11-09
Coyle Financial Counsel LLC
INCREASED
Shares13,541 from 12,642
Change+899 (+7%)
Value$682.5K (+$43.0K)
Filed 2026-10-28
Armor Investment Advisors, LLC
NEW
Shares13,379
Change+13,379
Value$674.3K
Filed 2026-10-27
Astra Wealth Partners LLC
DECREASED
Shares13,243 from 16,294
Change-3,051 (-19%)
Value$667.4K (-$156.7K)
Filed 2026-11-06
UMB Bank, n.a.
DECREASED
Shares13,147 from 13,543
Change-396 (-3%)
Value$662.6K (-$22.4K)
Filed 2026-11-06
LJI Wealth Management, LLC
DECREASED
Shares12,979 from 44,735
Change-31,756 (-71%)
Value$654.1K (-$1.6M)
Filed 2026-10-28
Spire Wealth Management
DECREASED
Shares12,857 from 13,473
Change-616 (-5%)
Value$648.0K (-$33.5K)
Filed 2026-10-30
Pacific Center for Financial Services
DECREASED
Shares12,717 from 13,656
Change-939 (-7%)
Value$640.9K (-$49.8K)
Filed 2026-10-15
Redw Wealth LLC
DECREASED
Shares12,701 from 15,658
Change-2,957 (-19%)
Value$640.1K (-$151.9K)
Filed 2026-11-02
IMG Wealth Management, Inc.
DECREASED
Shares12,692 from 22,016
Change-9,324 (-42%)
Value$639.7K (-$473.9K)
Filed 2026-10-27
Aerodigm Wealth, LLC
NEW
Shares12,602
Change+12,602
Value$635.1K
Filed 2026-10-16
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares12,554 from 9,472
Change+3,082 (+33%)
Value$632.7K (+$153.7K)
Filed 2026-11-05
Matrix Trust Co
DECREASED
Shares12,426 from 37,965
Change-25,539 (-67%)
Value$626.0K (+$624.1K)
Filed 2026-10-07
Optas, LLC
INCREASED
Shares12,398 from 7,099
Change+5,299 (+75%)
Value$624.8K (+$265.8K)
Filed 2026-11-09
BlueChip Wealth Advisors LLC
DECREASED
Shares12,294 from 15,459
Change-3,165 (-20%)
Value$619.6K (-$162.3K)
Filed 2026-11-03
Welch Group, LLC
NEW
Shares12,291
Change+12,291
Value$619.5K
Filed 2026-10-29
Kestra Private Wealth Services, LLC
DECREASED
Shares12,179 from 15,970
Change-3,791 (-24%)
Value$613.8K (-$194.0K)
Filed 2026-11-06
Financial Solutions Advisory Group, Inc.
DECREASED
Shares12,090 from 12,821
Change-731 (-6%)
Value$609.0K (-$37.9K)
Filed 2026-10-28
Hegarty Advisors, LLC
DECREASED
Shares12,056 from 19,234
Change-7,178 (-37%)
Value$607.6K (-$365.2K)
Filed 2026-10-20
AdvisorNet Financial, Inc
INCREASED
Shares11,910 from 2,643
Change+9,267 (+351%)
Value$599.6K (+$465.9K)
Filed 2026-10-15
Diversify Wealth Management, LLC
DECREASED
Shares11,823 from 12,146
Change-323 (-3%)
Value$595.5K (-$17.9K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares11,823 from 12,146
Change-323 (-3%)
Value$595.5K (-$17.9K)
Filed 2026-10-20
Market Street Wealth Management Advisors LLC
INCREASED
Shares11,757 from 11,736
Change+21 (+0%)
Value$592.6K (-$1.1K)
Filed 2026-10-09
Capital Advisors, Ltd. LLC
DECREASED
Shares11,699 from 11,798
Change-99 (-1%)
Value$590.0K (+$589.4K)
Filed 2026-10-27
Choreo, LLC
NEW
Shares11,419
Change+11,419
Value$575.5K
Filed 2026-10-28
Prossimo Advisors, LLC
UNCHANGED
Shares11,329 from 11,329
Change0 (0%)
Value$571.0K (-$2.0K)
Filed 2026-11-09
Maryland Capital Advisors Inc.
UNCHANGED
Shares11,250 from 11,250
Change0 (0%)
Value$567.0K (-$2.0K)
Filed 2026-10-15
Noble Wealth Management PBC
INCREASED
Shares11,228 from 2,734
Change+8,494 (+311%)
Value$565.9K (+$427.6K)
Filed 2026-10-01
PNC Financial Services Group, Inc.
INCREASED
Shares11,131 from 9,244
Change+1,887 (+20%)
Value$561.0K (+$93.4K)
Filed 2026-11-06
Marathon Wealth Advisors LLC
INCREASED
Shares11,128 from 9,801
Change+1,327 (+14%)
Value$560.8K (+$65.1K)
Filed 2026-11-04
Searcy Financial Services Inc
DECREASED
Shares11,093 from 13,527
Change-2,434 (-18%)
Value$559.1K (-$125.1K)
Filed 2026-10-07
Canandaigua National Bank & Trust Co
DECREASED
Shares10,882 from 11,065
Change-183 (-2%)
Value$548.5K (-$11.2K)
Filed 2026-10-07
First National Bank & Trust Co of Newtown
NEW
Shares10,795
Change+10,795
Value$544.6K
Filed 2026-11-09
Clearwater Capital Advisors, LLC
UNCHANGED
Shares10,378 from 10,378
Change0 (0%)
Value$523.1K (-$1.9K)
Filed 2026-11-06
Southland Equity Partners LLC
DECREASED
Shares10,261 from 10,387
Change-126 (-1%)
Value$517.2K (-$8.2K)
Filed 2026-10-14
JGP Wealth Management, LLC
INCREASED
Shares10,002 from 9,097
Change+905 (+10%)
Value$504.1K (+$43.9K)
Filed 2026-10-13
Aprio Wealth Management, LLC
DECREASED
Shares9,940 from 10,299
Change-359 (-3%)
Value$501.0K (-$19.9K)
Filed 2026-10-28
Elm3 Financial Group, LLC
INCREASED
Shares9,678 from 5,565
Change+4,113 (+74%)
Value$487.8K (+$206.3K)
Filed 2026-10-07
Investment Planning Advisors, Inc.
DECREASED
Shares9,678 from 10,099
Change-421 (-4%)
Value$487.8K (-$23.0K)
Filed 2026-10-14
Waldron Private Wealth LLC
NEW
Shares9,514
Change+9,514
Value$479.5K
Filed 2026-11-02
White Lighthouse Investment Management Inc.
UNCHANGED
Shares9,500 from 9,500
Change0 (0%)
Value$478.8K (-$1.7K)
Filed 2026-10-21
Fifth Third Securities, Inc.
INCREASED
Shares9,498 from 7,786
Change+1,712 (+22%)
Value$478.7K (+$84.9K)
Filed 2026-10-21
Lionsbridge Wealth Management LLC
DECREASED
Shares9,319 from 14,683
Change-5,364 (-37%)
Value$469.7K (-$273.0K)
Filed 2026-10-26
FIG Financial Advisory Services Inc
NEW
Shares9,233
Change+9,233
Value$465.4K
Filed 2026-10-07
Daytona Street Capital LLC
DECREASED
Shares9,122 from 11,627
Change-2,505 (-22%)
Value$458.6K (-$128.1K)
Filed 2026-10-15
Peterson Wealth Advisors, LLC
DECREASED
Shares9,010 from 18,734
Change-9,724 (-52%)
Value$454.1K (-$493.4K)
Filed 2026-10-08
First Heartland Consultants, Inc.
INCREASED
Shares8,940 from 8,928
Change+12 (+0%)
Value$450.6K (-$1.0K)
Filed 2026-10-08
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares8,760 from 6,305
Change+2,455 (+39%)
Value$441.5K (+$122.6K)
Filed 2026-11-04
CGC Financial Services, LLC
DECREASED
Shares8,705 from 9,118
Change-413 (-5%)
Value$438.7K (-$22.4K)
Filed 2026-10-13
Private Client Services, LLC
INCREASED
Shares8,689 from 8,515
Change+174 (+2%)
Value$437.9K (+$7.3K)
Filed 2026-10-02
Avaii Wealth Management, LLC
DECREASED
Shares8,663 from 9,837
Change-1,174 (-12%)
Value$435.4K (-$62.1K)
Filed 2026-10-09
Fortis Capital Advisors, LLC
NEW
Shares8,602
Change+8,602
Value$433.5K
Filed 2026-11-09
Prudent Man Advisors, LLC
NEW
Shares8,577
Change+8,577
Value$432.3K
Filed 2026-11-03
Quadrant Private Wealth Management, LLC
INCREASED
Shares8,560 from 7,510
Change+1,050 (+14%)
Value$431.4K (+$51.6K)
Filed 2026-11-04
Jeter Robert S II
NEW
Shares8,159
Change+8,159
Value$410.6K
Filed 2026-10-16
Ridgeline Wealth, LLC
NEW
Shares8,132
Change+8,132
Value$409.3K
Filed 2026-10-14
15 Wealth Advisors LLC
NEW
Shares7,865
Change+7,865
Value$396.4K
Filed 2026-10-14
Oppenheimer & Co Inc
DECREASED
Shares7,802 from 8,525
Change-723 (-8%)
Value$393.2K (-$38.0K)
Filed 2026-10-26
Burns J W & Co Inc
INCREASED
Shares7,665 from 5,450
Change+2,215 (+41%)
Value$386.3K (+$110.7K)
Filed 2026-10-20
Mascoma Wealth Management LLC
UNCHANGED
Shares7,391 from 7,391
Change0 (0%)
Value$372.5K (-$1.3K)
Filed 2026-10-23
Convergence Financial, LLC
NEW
Shares7,387
Change+7,387
Value$372.3K
Filed 2026-10-27
Courage Miller Partners, LLC
UNCHANGED
Shares7,348 from 7,348
Change0 (0%)
Value$370.3K (-$1.3K)
Filed 2026-10-21
Physician Wealth Advisors, Inc.
DECREASED
Shares7,123 from 9,974
Change-2,851 (-29%)
Value$359.0K (-$145.5K)
Filed 2026-10-20
Horst & Graben Wealth Management LLC
NEW
Shares6,837
Change+6,837
Value$344.6K
Filed 2026-11-02
AlphaCore Capital LLC
DECREASED
Shares6,818 from 8,089
Change-1,271 (-16%)
Value$343.6K (-$65.5K)
Filed 2026-11-04
SVB Wealth LLC
UNCHANGED
Shares6,751 from 6,751
Change0 (0%)
Value$340.3K (-$1.2K)
Filed 2026-11-06
Silver OAK Securities, Incorporated
INCREASED
Shares6,729 from 6,047
Change+682 (+11%)
Value$338.9K (+$33.0K)
Filed 2026-11-09
Fifth Third Bancorp
DECREASED
Shares6,661 from 8,097
Change-1,436 (-18%)
Value$335.7K (-$73.8K)
Filed 2026-11-05
Private Trust Co NA
INCREASED
Shares6,502 from 6,385
Change+117 (+2%)
Value$327.7K (+$4.8K)
Filed 2026-10-20
Buck Wealth Strategies, LLC
DECREASED
Shares6,472 from 7,341
Change-869 (-12%)
Value$326.2K (-$45.1K)
Filed 2026-10-28
Legacy Trust
NEW
Shares6,450
Change+6,450
Value$325.5K
Filed 2026-11-06
Howard Wealth Management, LLC
INCREASED
Shares6,283 from 6,231
Change+52 (+1%)
Value$316.7K (+$1.5K)
Filed 2026-10-28
Hopwood Financial Services, Inc.
UNCHANGED
Shares6,240 from 6,240
Change0 (0%)
Value$314.5K (-$1.1K)
Filed 2026-10-29
Guardian Partners Inc.
DECREASED
Shares6,195 from 6,547
Change-352 (-5%)
Value$312.2K (-$18.9K)
Filed 2026-10-21
Revolve Wealth Partners, LLC
UNCHANGED
Shares6,159 from 6,159
Change0 (0%)
Value$310.4K (-$1.1K)
Filed 2026-10-23
Visionary Wealth Advisors
DECREASED
Shares6,016 from 6,091
Change-75 (-1%)
Value$303.2K (-$4.9K)
Filed 2026-11-04
SRH Advisors, LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$302.4K (-$1.1K)
Filed 2026-10-22
Fulcrum Equity Management
NEW
Shares5,943
Change+5,943
Value$299.5K
Filed 2026-10-21
Blue Trust, Inc.
INCREASED
Shares5,890 from 2,166
Change+3,724 (+172%)
Value$296.9K (+$187.3K)
Filed 2026-10-15
Argonautica Private Wealth Management, Inc
DECREASED
Shares5,866 from 7,352
Change-1,486 (-20%)
Value$295.6K (-$76.2K)
Filed 2026-11-02
Koshinski Asset Management, Inc.
DECREASED
Shares5,840 from 6,251
Change-411 (-7%)
Value$294.3K (-$21.8K)
Filed 2026-10-29
Traub Capital Management LLC
INCREASED
Shares5,829 from 4,874
Change+955 (+20%)
Value$293.8K (+$47.3K)
Filed 2026-11-09
Old Second National Bank of Aurora
UNCHANGED
Shares5,800 from 5,800
Change0 (0%)
Value$292.3K (-$1.0K)
Filed 2026-10-22
Schmidt P J Investment Management Inc
DECREASED
Shares5,782 from 11,116
Change-5,334 (-48%)
Value$291.4K (-$270.8K)
Filed 2026-11-02
Shepherd Financial Partners LLC
DECREASED
Shares5,694 from 5,813
Change-119 (-2%)
Value$287.0K (-$7.0K)
Filed 2026-11-03
Spinnaker Investment Group, LLC
INCREASED
Shares5,625 from 5,507
Change+118 (+2%)
Value$283.5K (+$5.0K)
Filed 2026-10-13
PFG Advisors
INCREASED
Shares5,585 from 5,356
Change+229 (+4%)
Value$281.5K (+$10.6K)
Filed 2026-10-16
M Holdings Securities, Inc.
NEW
Shares5,529
Change+5,529
Value$278.0K
Filed 2026-11-03
One Advisory Partners, LLC
NEW
Shares5,504
Change+5,504
Value$277.4K
Filed 2026-10-22
MBE Wealth Management, LLC
DECREASED
Shares5,463 from 7,846
Change-2,383 (-30%)
Value$275.3K (-$121.5K)
Filed 2026-10-26
Blue Square Asset Management, LLC
INCREASED
Shares5,288 from 4,688
Change+600 (+13%)
Value$266.5K (+$29.4K)
Filed 2026-11-02
Lifelong Wealth Advisors, Inc.
DECREASED
Shares5,218 from 5,333
Change-115 (-2%)
Value$263.0K (-$6.8K)
Filed 2026-10-19
Swmg, LLC
NEW
Shares5,207
Change+5,207
Value$262.5K
Filed 2026-10-23
Certified Advisory Corp
DECREASED
Shares5,161 from 5,183
Change-22 (0%)
Value$260.1K (-$2.1K)
Filed 2026-10-29
Creative Financial Designs Inc
NEW
Shares5,154
Change+5,154
Value$259.8K
Filed 2026-11-04
Parsons Capital Management Inc
UNCHANGED
Shares5,133 from 5,133
Change0 (0%)
Value$258.7K (-$924)
Filed 2026-10-28
RCW Management, LLC
UNCHANGED
Shares5,069 from 5,069
Change0 (0%)
Value$255.5K (-$912)
Filed 2026-10-30
TD Waterhouse Canada Inc.
DECREASED
Shares5,031 from 5,178
Change-147 (-3%)
Value$252.8K (-$8.2K)
Filed 2026-10-16
Summa Corp.
NEW
Shares5,000
Change+5,000
Value$251.9K
Filed 2026-10-30
Truist Financial Corp
INCREASED
Shares4,890 from 4,031
Change+859 (+21%)
Value$246.5K (+$42.6K)
Filed 2026-10-30
Triumph Capital Management
INCREASED
Shares4,792 from 3,600
Change+1,192 (+33%)
Value$241.5K (+$59.4K)
Filed 2026-10-14
Horizon Wealth Management, LLC
NEW
Shares4,700
Change+4,700
Value$236.9K
Filed 2026-11-02
Norden Group LLC
UNCHANGED
Shares4,690 from 4,690
Change0 (0%)
Value$236.4K (-$844)
Filed 2026-10-20
Pine Haven Investment Counsel, Inc
DECREASED
Shares4,650 from 5,800
Change-1,150 (-20%)
Value$234.4K (-$59.0K)
Filed 2026-11-02
New Capital Management LP
DECREASED
Shares4,631 from 6,067
Change-1,436 (-24%)
Value$233.4K (-$73.5K)
Filed 2026-10-29
Castleview Partners, LLC
DECREASED
Shares4,620 from 4,636
Change-16 (0%)
Value$232.9K (-$1.6K)
Filed 2026-10-09
BridgePort Financial Solutions, LLC
DECREASED
Shares4,457 from 4,915
Change-458 (-9%)
Value$224.6K (-$24.0K)
Filed 2026-11-02
Echo45 Advisors LLC
NEW
Shares4,396
Change+4,396
Value$221.6K
Filed 2026-10-07
Leavell Investment Management, Inc.
DECREASED
Shares4,212 from 4,403
Change-191 (-4%)
Value$212.3K (-$10.5K)
Filed 2026-11-09
Root Financial Partners, LLC
UNCHANGED
Shares4,211 from 4,211
Change0 (0%)
Value$212.3K (-$758)
Filed 2026-10-21
Avior Wealth Management, LLC
NEW
Shares4,203
Change+4,203
Value$211.8K
Filed 2026-10-13
Flynn Zito Capital Management, LLC
DECREASED
Shares4,171 from 4,175
Change-4 (0%)
Value$210.2K (-$953)
Filed 2026-11-04
SeaCrest Wealth Management, LLC
DECREASED
Shares4,167 from 5,913
Change-1,746 (-30%)
Value$210.0K (-$89.1K)
Filed 2026-10-21
Ascent Group, LLC
UNCHANGED
Shares4,132 from 4,132
Change0 (0%)
Value$208.3K (-$744)
Filed 2026-10-30
Troutman Wealth Management, LLC
DECREASED
Shares4,129 from 4,692
Change-563 (-12%)
Value$208.1K (-$29.3K)
Filed 2026-11-10
HF Advisory Group, LLC
INCREASED
Shares4,117 from 4,056
Change+61 (+2%)
Value$207.5K (+$2.3K)
Filed 2026-10-09
Money Concepts Capital Corp
NEW
Shares4,098
Change+4,098
Value$206.5K
Filed 2026-11-06
Leading Edge Financial Planning LLC
DECREASED
Shares4,055 from 4,409
Change-354 (-8%)
Value$204.4K (-$18.6K)
Filed 2026-10-23
Pine Valley Investments Ltd Liability Co
NEW
Shares4,018
Change+4,018
Value$202.5K
Filed 2026-11-09
Emerald Advisors, LLC
DECREASED
Shares4,003 from 5,319
Change-1,316 (-25%)
Value$201.8K (-$67.2K)
Filed 2026-10-13
Aries Wealth Management
NEW
Shares4,000
Change+4,000
Value$201.6K
Filed 2026-10-23
Selective Wealth Management, Inc.
INCREASED
Shares3,980 from 3,964
Change+16 (+0%)
Value$200.5K (+$212)
Filed 2026-10-16
Tompkins Financial Corp
INCREASED
Shares3,672 from 2,807
Change+865 (+31%)
Value$185.1K (+$43.1K)
Filed 2026-10-05
Financial Perspectives, Inc
INCREASED
Shares3,418 from 3,386
Change+32 (+1%)
Value$172.3K (+$981)
Filed 2026-11-03
Quaker Wealth Management, LLC
INCREASED
Shares3,068 from 352
Change+2,716 (+772%)
Value$154.6K (+$136.8K)
Filed 2026-10-22
Central Trust Co
NEW
Shares3,000
Change+3,000
Value$151.2K
Filed 2026-11-05
Intesa Sanpaolo Wealth Management
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$151.2K (-$540)
Filed 2026-10-28
Ascentis Independent Advisors
INCREASED
Shares2,650 from 395
Change+2,255 (+571%)
Value$133.6K (+$113.6K)
Filed 2026-11-03
Oakworth Capital, Inc.
UNCHANGED
Shares2,544 from 2,544
Change0 (0%)
Value$128.2K (-$50)
Filed 2026-10-26
Blueline Advisors LLC
UNCHANGED
Shares2,404 from 2,404
Change0 (0%)
Value$121.2K (-$433)
Filed 2026-10-15
Geneos Wealth Management Inc.
DECREASED
Shares2,358 from 2,365
Change-7 (0%)
Value$118.8K (-$779)
Filed 2026-11-09
Transce3nd, LLC
DECREASED
Shares2,294 from 2,502
Change-208 (-8%)
Value$115.6K (-$10.7K)
Filed 2026-10-26
Sfam, LLC
DECREASED
Shares2,285 from 8,976
Change-6,691 (-75%)
Value$115.2K (-$338.8K)
Filed 2026-11-03
Rossby Financial, LCC
NEW
Shares2,025
Change+2,025
Value$102.1K
Filed 2026-11-05
Byrne Asset Management LLC
DECREASED
Shares1,850 from 3,950
Change-2,100 (-53%)
Value$93.0K (-$106.8K)
Filed 2026-10-06
Harbour Investments, Inc.
DECREASED
Shares1,580 from 5,592
Change-4,012 (-72%)
Value$79.6K (-$203.2K)
Filed 2026-11-09
Atwood & Palmer Inc
UNCHANGED
Shares1,525 from 1,525
Change0 (0%)
Value$76.9K (-$275)
Filed 2026-10-08
Lynch Investment Planning, LLC
NEW
Shares1,371
Change+1,371
Value$69.1K
Filed 2026-10-27
Cullen T Bankers, Inc.
INCREASED
Shares1,321 from 1,308
Change+13 (+1%)
Value$66.6K (+$430)
Filed 2026-10-28
CKW Financial Group
UNCHANGED
Shares1,282 from 1,282
Change0 (0%)
Value$64.0K (-$1.0K)
Filed 2026-10-29
Mather Group, Llc.
DECREASED
Shares1,225 from 1,975
Change-750 (-38%)
Value$61.7K (-$38.2K)
Filed 2026-10-14
Planning Strategies Inc.
DECREASED
Shares1,109 from 1,127
Change-18 (-2%)
Value$55.9K (-$1.1K)
Filed 2026-10-02
Golden State Wealth Management, LLC
UNCHANGED
Shares1,008 from 1,008
Change0 (0%)
Value$50.8K (-$181)
Filed 2026-11-02
Clearstead Advisors, LLC
UNCHANGED
Shares987 from 987
Change0 (0%)
Value$49.7K (-$177)
Filed 2026-11-06
Strive Financial Group,LLC
DECREASED
Shares978 from 1,024
Change-46 (-4%)
Value$49.3K (-$2.5K)
Filed 2026-11-09
Lanark Financial, Inc.
INCREASED
Shares937 from 917
Change+20 (+2%)
Value$47.2K (+$844)
Filed 2026-10-26
Nfsg Corp
DECREASED
Shares900 from 1,490
Change-590 (-40%)
Value$45.4K (-$30.0K)
Filed 2026-10-15
3 Factor Indexing, LLC
INCREASED
Shares698 from 691
Change+7 (+1%)
Value$35.2K (+$228)
Filed 2026-10-15
Rosenberg Matthew Hamilton
UNCHANGED
Shares670 from 670
Change0 (0%)
Value$33.8K (-$121)
Filed 2026-10-05
Harbor Asset Planning, Inc.
INCREASED
Shares638 from 632
Change+6 (+1%)
Value$32.1K (+$207)
Filed 2026-10-23
Kingdom Financial Group Llc.
NEW
Shares598
Change+598
Value$30.1K
Filed 2026-11-04
Center for Financial Planning, Inc.
UNCHANGED
Shares313 from 313
Change0 (0%)
Value$15.8K (-$57)
Filed 2026-10-26
Cheviot Value Management, LLC
INCREASED
Shares300 from 0
Change+300
Value$15.1K (+$15.1K)
Filed 2026-11-09
Sunrise Financial Services, LLC
UNCHANGED
Shares298 from 298
Change0 (0%)
Value$15.0K (-$54)
Filed 2026-10-21
American National Bank & Trust
DECREASED
Shares265 from 463
Change-198 (-43%)
Value$13.4K (-$10.1K)
Filed 2026-10-07
Essential Partners LLC
UNCHANGED
Shares249 from 249
Change0 (0%)
Value$12.6K (-$44)
Filed 2026-10-14
Networth Advisors, LLC
NEW
Shares243
Change+243
Value$12.2K
Filed 2026-11-03
Downshift Financial, LLC
INCREASED
Shares236 from 47
Change+189 (+402%)
Value$11.9K (+$9.5K)
Filed 2026-10-13
Clearstead Trust, LLC
UNCHANGED
Shares198 from 198
Change0 (0%)
Value$10.0K (-$35)
Filed 2026-11-06
Bell Investment Advisors, Inc
INCREASED
Shares157 from 156
Change+1 (+1%)
Value$7.9K (+$51)
Filed 2026-10-29
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares157 from 157
Change0 (0%)
Value$7.9K (-$28)
Filed 2026-11-03
Horizon Financial Services, LLC
UNCHANGED
Shares129 from 129
Change0 (0%)
Value$6.5K (-$23)
Filed 2026-11-04
IFG Advisory, LLC
DECREASED
Shares113 from 212
Change-99 (-47%)
Value$5.7K (-$5.0K)
Filed 2026-11-09
Latitude Advisors, LLC
NEW
Shares81
Change+81
Value$4.1K
Filed 2026-10-27
Arlington Trust Co LLC
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$1.9K (-$6)
Filed 2026-10-20
Evolution Wealth Management Inc.
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$1.5K (-$5)
Filed 2026-10-28
Walsh & Associates, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$907 (-$3)
Filed 2026-11-09
PlanVest Financial, Inc
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$896 (-$3)
Filed 2026-11-09
First Command Advisory Services, Inc.
NEW
Shares17
Change+17
Value$857
Filed 2026-11-05
Lloyd Advisory Services, Llc.
NEW
Shares16
Change+16
Value$806
Filed 2026-11-02
EverSource Wealth Advisors, LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$605 (-$2)
Filed 2026-11-04
MB, Levis & Associates, LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$94 (+$1)
Filed 2026-10-16
Balance Wealth Partners LLC
NEW
Shares1
Change+1
Value$30
Filed 2026-10-27
Advisor OS, LLC
CLOSED
Shares0 from 41,343
Change-41,343 (-100%)
Value$0 (-$2.1M)
Filed 2026-11-03
Mainsail Asset Management, LLC
CLOSED
Shares0 from 32,124
Change-32,124 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-14
BLB&B Advisors, LLC
CLOSED
Shares0 from 21,272
Change-21,272 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-27
StoneX Group Inc.
CLOSED
Shares0 from 15,214
Change-15,214 (-100%)
Value$0 (-$770.0K)
Filed 2026-11-03
Tilson Financial Group, Inc.
CLOSED
Shares0 from 11,652
Change-11,652 (-100%)
Value$0 (-$589.3K)
Filed 2026-11-09
Tsfg, LLC
CLOSED
Shares0 from 9,525
Change-9,525 (-100%)
Value$0 (-$482.0K)
Filed 2026-10-23
Bryant Woods Investment Advisors, LLC
CLOSED
Shares0 from 8,392
Change-8,392 (-100%)
Value$0 (-$424.5K)
Filed 2026-10-26
Prevail Innovative Wealth Advisors, LLC
CLOSED
Shares0 from 7,723
Change-7,723 (-100%)
Value$0 (-$390.6K)
Filed 2026-10-20
International Assets Investment Management, LLC
CLOSED
Shares0 from 7,100
Change-7,100 (-100%)
Value$0 (-$358.0K)
Filed 2026-11-02
Nations Financial Group Inc,
CLOSED
Shares0 from 7,016
Change-7,016 (-100%)
Value$0 (-$354.9K)
Filed 2026-11-05
Peak Financial Advisors LLC
CLOSED
Shares0 from 6,766
Change-6,766 (-100%)
Value$0 (-$342.2K)
Filed 2026-10-28
Simplicity Wealth,LLC
CLOSED
Shares0 from 6,023
Change-6,023 (-100%)
Value$0 (-$304.7K)
Filed 2026-10-23
AK Global Asset Management, LLC
CLOSED
Shares0 from 6,000
Change-6,000 (-100%)
Value$0 (-$303.5K)
Filed 2026-10-27
Verum Partners LLC
CLOSED
Shares0 from 5,664
Change-5,664 (-100%)
Value$0 (-$286.5K)
Filed 2026-10-21
Wilmington Savings Fund Society, FSB
CLOSED
Shares0 from 5,498
Change-5,498 (-100%)
Value$0 (-$278.1K)
Filed 2026-10-23
United Advisor Group, LLC
CLOSED
Shares0 from 5,407
Change-5,407 (-100%)
Value$0 (-$273.5K)
Filed 2026-11-03
Accurate Wealth Management, LLC
CLOSED
Shares0 from 5,300
Change-5,300 (-100%)
Value$0 (-$267.4K)
Filed 2026-10-20
Jones Kertz & Associates, Inc.
CLOSED
Shares0 from 5,100
Change-5,100 (-100%)
Value$0 (-$258.0K)
Filed 2026-10-28
Western Wealth Management, LLC
CLOSED
Shares0 from 4,832
Change-4,832 (-100%)
Value$0 (-$244.4K)
Filed 2026-11-09
Claro Advisors Inc.
CLOSED
Shares0 from 4,743
Change-4,743 (-100%)
Value$0 (-$239.9K)
Filed 2026-11-02
Central Valley Advisors, LLC
CLOSED
Shares0 from 4,368
Change-4,368 (-100%)
Value$0 (-$220.9K)
Filed 2026-10-27
Tectonic Advisors LLC
CLOSED
Shares0 from 4,207
Change-4,207 (-100%)
Value$0 (-$212.8K)
Filed 2026-10-22
Manchester Capital Management LLC
CLOSED
Shares0 from 4,068
Change-4,068 (-100%)
Value$0 (-$205.7K)
Filed 2026-10-22
SmartHarvest Portfolios, LLC
CLOSED
Shares0 from 4,035
Change-4,035 (-100%)
Value$0 (-$204.1K)
Filed 2026-10-26
NorthCrest Asset Manangement, LLC
CLOSED
Shares0 from 4,033
Change-4,033 (-100%)
Value$0 (-$203.5K)
Filed 2026-10-13
Wetzel Investment Advisors, Inc.
CLOSED
Shares0 from 3,962
Change-3,962 (-100%)
Value$0 (-$200.4K)
Filed 2026-10-13
Cornerstone Planning Group LLC
CLOSED
Shares0 from 646
Change-646 (-100%)
Value$0 (-$32.6K)
Filed 2026-10-16
Obsidian CIO, LLC
CLOSED
Shares0 from 165
Change-165 (-100%)
Value$0 (-$8.3K)
Filed 2026-11-05
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 123
Change-123 (-100%)
Value$0 (-$6.2K)
Filed 2026-11-03
Cherry Tree Wealth Management, LLC
DECREASED
Shares0 from 123
Change-123 (-100%)
Value$2 (-$6.2K)
Filed 2026-10-15
FMR LLC
N/A
Shares— from 4,814,831
Change-4,814,831 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4,266,367
Change-4,266,367 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 3,905,917
Change-3,905,917 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 3,144,032
Change-3,144,032 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 2,097,755
Change-2,097,755 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,864,828
Change-1,864,828 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,377,331
Change-1,377,331 (-100%)
Value—
Iron Gate Global Advisors LLC
N/A
Shares— from 1,368,146
Change-1,368,146 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 1,203,043
Change-1,203,043 (-100%)
Value—
Acorns Advisers, LLC
N/A
Shares— from 1,074,931
Change-1,074,931 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,039,430
Change-1,039,430 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 944,326
Change-944,326 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 911,467
Change-911,467 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 840,079
Change-840,079 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 762,087
Change-762,087 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 756,300
Change-756,300 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 535,899
Change-535,899 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 509,974
Change-509,974 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 487,516
Change-487,516 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 480,554
Change-480,554 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 463,525
Change-463,525 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 439,192
Change-439,192 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 431,446
Change-431,446 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 298,277
Change-298,277 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 278,787
Change-278,787 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 243,286
Change-243,286 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 241,976
Change-241,976 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 230,259
Change-230,259 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 211,676
Change-211,676 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 199,512
Change-199,512 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 189,177
Change-189,177 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 184,334
Change-184,334 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 169,663
Change-169,663 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 165,073
Change-165,073 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 143,581
Change-143,581 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 137,823
Change-137,823 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 126,173
Change-126,173 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 121,703
Change-121,703 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 121,409
Change-121,409 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 120,312
Change-120,312 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 116,388
Change-116,388 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 116,325
Change-116,325 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 114,561
Change-114,561 (-100%)
Value—
FFT Wealth Management LLC
N/A
Shares— from 111,337
Change-111,337 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 108,351
Change-108,351 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 104,115
Change-104,115 (-100%)
Value—
Ashford Capital Management Inc
N/A
Shares— from 103,715
Change-103,715 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 103,366
Change-103,366 (-100%)
Value—
Veridan Wealth LLC
N/A
Shares— from 102,902
Change-102,902 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 100,669
Change-100,669 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 99,644
Change-99,644 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 97,278
Change-97,278 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 93,988
Change-93,988 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 93,803
Change-93,803 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 92,129
Change-92,129 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 80,806
Change-80,806 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 79,857
Change-79,857 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 78,823
Change-78,823 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 75,751
Change-75,751 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 74,743
Change-74,743 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 72,538
Change-72,538 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 71,820
Change-71,820 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 69,390
Change-69,390 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 68,572
Change-68,572 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 67,306
Change-67,306 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 66,340
Change-66,340 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 66,314
Change-66,314 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 60,367
Change-60,367 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 56,899
Change-56,899 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 55,085
Change-55,085 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 52,906
Change-52,906 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 51,055
Change-51,055 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 49,217
Change-49,217 (-100%)
Value—
9823 Capital, L.P.
N/A
Shares— from 48,549
Change-48,549 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 47,343
Change-47,343 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 45,491
Change-45,491 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 45,310
Change-45,310 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 43,496
Change-43,496 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 42,837
Change-42,837 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 42,414
Change-42,414 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 41,733
Change-41,733 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 40,628
Change-40,628 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 39,325
Change-39,325 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 38,717
Change-38,717 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 37,080
Change-37,080 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 34,066
Change-34,066 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 33,598
Change-33,598 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 33,167
Change-33,167 (-100%)
Value—
Vista Cima Wealth Management LLC
N/A
Shares— from 32,085
Change-32,085 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 31,183
Change-31,183 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 30,237
Change-30,237 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 30,235
Change-30,235 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 29,037
Change-29,037 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 28,819
Change-28,819 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 26,489
Change-26,489 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 26,264
Change-26,264 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 26,154
Change-26,154 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 24,759
Change-24,759 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 23,609
Change-23,609 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 22,956
Change-22,956 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 22,956
Change-22,956 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 22,907
Change-22,907 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 22,709
Change-22,709 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 22,198
Change-22,198 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 21,838
Change-21,838 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 21,100
Change-21,100 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 20,580
Change-20,580 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 20,149
Change-20,149 (-100%)
Value—
Davis Wealth Advisors, LLC
N/A
Shares— from 19,748
Change-19,748 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 19,328
Change-19,328 (-100%)
Value—
Brand Asset Management Group, Inc.
N/A
Shares— from 18,695
Change-18,695 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 18,311
Change-18,311 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 18,145
Change-18,145 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 17,978
Change-17,978 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 17,742
Change-17,742 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 17,174
Change-17,174 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 16,974
Change-16,974 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 16,892
Change-16,892 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 16,380
Change-16,380 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 16,169
Change-16,169 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 15,361
Change-15,361 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 15,270
Change-15,270 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 14,862
Change-14,862 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 14,748
Change-14,748 (-100%)
Value—
Bank of Marin
N/A
Shares— from 14,730
Change-14,730 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 13,837
Change-13,837 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 13,486
Change-13,486 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 13,134
Change-13,134 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 13,064
Change-13,064 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 12,976
Change-12,976 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 12,751
Change-12,751 (-100%)
Value—
KM Capital Management Ltd.
N/A
Shares— from 12,718
Change-12,718 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 11,607
Change-11,607 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 11,080
Change-11,080 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 10,500
Change-10,500 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 10,284
Change-10,284 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 10,004
Change-10,004 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
LGL Partners, LLC
N/A
Shares— from 9,939
Change-9,939 (-100%)
Value—
Applied Capital LLC
N/A
Shares— from 9,854
Change-9,854 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 9,631
Change-9,631 (-100%)
Value—
Betterment LLC
N/A
Shares— from 9,576
Change-9,576 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 9,308
Change-9,308 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 9,010
Change-9,010 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 8,935
Change-8,935 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 8,900
Change-8,900 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 8,430
Change-8,430 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 8,400
Change-8,400 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 8,103
Change-8,103 (-100%)
Value—
Blair William & Co
N/A
Shares— from 7,909
Change-7,909 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 7,518
Change-7,518 (-100%)
Value—
Alley Investment Management Company, LLC
N/A
Shares— from 7,393
Change-7,393 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 7,305
Change-7,305 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 7,283
Change-7,283 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 7,042
Change-7,042 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 6,876
Change-6,876 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 6,830
Change-6,830 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 6,440
Change-6,440 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 6,172
Change-6,172 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 6,146
Change-6,146 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 6,093
Change-6,093 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 6,060
Change-6,060 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 5,804
Change-5,804 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 5,748
Change-5,748 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 5,531
Change-5,531 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 5,388
Change-5,388 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 5,281
Change-5,281 (-100%)
Value—
Ascent Advisors, LLC
N/A
Shares— from 5,102
Change-5,102 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 5,062
Change-5,062 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 4,968
Change-4,968 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 4,869
Change-4,869 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 4,707
Change-4,707 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 4,605
Change-4,605 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 4,420
Change-4,420 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 4,344
Change-4,344 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 4,214
Change-4,214 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 4,156
Change-4,156 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 4,117
Change-4,117 (-100%)
Value—
Galilei Investment Office LLP
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Stephens Inc
N/A
Shares— from 3,961
Change-3,961 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 3,956
Change-3,956 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,759
Change-3,759 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 3,397
Change-3,397 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 2,814
Change-2,814 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 2,575
Change-2,575 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 2,464
Change-2,464 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 2,425
Change-2,425 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 2,289
Change-2,289 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 2,172
Change-2,172 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 2,092
Change-2,092 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,910
Change-1,910 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 1,166
Change-1,166 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,050
Change-1,050 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,014
Change-1,014 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 908
Change-908 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 877
Change-877 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 871
Change-871 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 671
Change-671 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 559
Change-559 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 404
Change-404 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 302
Change-302 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 294
Change-294 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 153
Change-153 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 139
Change-139 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 100
Change-100 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 90
Change-90 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 26
Change-26 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED4,583,3423,824,663+758,679+20%$193.5M$231.0M+$37.5M2026-11-06
Foster Dykema Cabot & Partners, LLC
INCREASED4,253,5844,228,824+24,760+1%$213.9M$214.4M+$486.7K2026-10-30
Temasek Holdings (Private) Ltd
UNCHANGED1,973,9431,973,94300%$99.8M$99.5M-$355.3K2026-10-28
HighTower Advisors, LLC
INCREASED1,853,465435,680+1,417,785+325%$22.0M$93.4M+$71.4M2026-11-10
Donaldson Capital Management, LLC
INCREASED1,844,6671,708,669+135,998+8%$86.4M$93.0M+$6.5M2026-11-09
Wealth Enhancement Advisory Services, LLC
DECREASED1,825,5661,947,459-121,893-6%$98.0M$91.8M-$6.2M2026-10-13
Winthrop Advisory Group LLC
DECREASED1,360,1411,360,435-2940%$68.8M$68.6M-$259.7K2026-10-22
Foster Group, Inc.
INCREASED1,236,6081,181,596+55,012+5%$59.8M$62.3M+$2.6M2026-10-13
Diversified Portfolios, Inc.
INCREASED1,207,3421,073,775+133,567+12%$54.3M$60.9M+$6.5M2026-11-04
Macro Advisors, Inc.
INCREASED968,554929,607+38,947+4%$47.0M$48.8M+$1.8M2026-11-09
Valtinson Bruner Financial Planning LLC
DECREASED741,098812,880-71,782-9%$41.1M$37.4M-$3.8M2026-11-02
Capital Advantage, Inc.
DECREASED736,198742,780-6,582-1%$37.6M$37.1M-$465.4K2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED716,914572,587+144,327+25%$29.0M$36.1M+$7.2M2026-11-02
Steele Capital Management, Inc.
INCREASED574,221518,375+55,846+11%$26.2M$28.9M+$2.7M2026-11-02
Motco
UNCHANGED519,000519,00000%$26.3M$26.2M-$93.4K2026-11-09
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED454,587432,906+21,681+5%$21.9M$22.9M+$1.0M2026-10-28
Avestar Capital, LLC
DECREASED454,285486,417-32,132-7%$24.6M$22.9M-$1.7M2026-10-28
Roble, Belko & Company, Inc
DECREASED408,253422,906-14,653-3%$21.4M$20.6M-$815.0K2026-11-09
J.W. Cole Advisors, Inc.
INCREASED406,471387,461+19,010+5%$19.6M$20.5M+$888.4K2026-11-05
Farther Finance Advisors, LLC
INCREASED398,53671,859+326,677+455%$3.6M$20.1M+$16.5M2026-10-08
Bokf, NA
INCREASED376,002327,784+48,218+15%$16.6M$19.0M+$2.4M2026-10-27
Exchange Traded Concepts, LLC
DECREASED374,497710,844-336,347-47%$36.0M$18.9M-$17.1M2026-10-28
MGO One Seven LLC
INCREASED371,318353,220+18,098+5%$17.9M$18.7M+$848.6K2026-10-28
Commonwealth Equity Services, LLC
INCREASED345,052296,818+48,234+16%$15.0M$17.4M+$2.4M2026-11-02
Wellington Grp LLC
INCREASED340,632283,412+57,220+20%$14.3M$17.2M+$2.8M2026-11-06
Global Strategic Investment Solutions, LLC
INCREASED328,727325,545+3,182+1%$16.5M$16.6M+$101.8K2026-10-16
Signaturefd, LLC
DECREASED319,277388,564-69,287-18%$19.7M$16.1M-$3.6M2026-10-23
Galvin, Gaustad & Stein, LLC
INCREASED315,667307,503+8,164+3%$15.6M$15.9M+$356.2K2026-10-08
Virtue Capital Management, LLC
INCREASED311,126127,651+183,475+144%$6.5M$15.7M+$9.2M2026-10-29
Savant Capital, LLC
INCREASED307,677246,360+61,317+25%$12.5M$15.5M+$3.0M2026-11-06
Edgemoor Investment Advisors, Inc.
INCREASED307,037284,762+22,275+8%$14.4M$15.5M+$1.1M2026-11-03
Parallel Advisors, LLC
DECREASED304,906319,168-14,262-4%$16.1M$15.4M-$776.3K2026-11-03
Cynosure Group, LLC
DECREASED301,793333,254-31,461-9%$16.9M$15.2M-$1.6M2026-11-03
Merit Financial Group, LLC
INCREASED296,919244,034+52,885+22%$12.3M$15.0M+$2.6M2026-11-06
Alkeme Wealth, LLC
INCREASED295,558283,723+11,835+4%$14.4M$14.9M+$545.4K2026-10-08
Bay Capital Advisors, LLC
INCREASED293,697245,687+48,010+20%$12.4M$14.8M+$2.4M2026-10-16
Simon Quick Advisors, LLC
DECREASED292,718293,172-4540%$14.8M$14.8M-$75.7K2026-10-26
MY Wealth Management Inc.
DECREASED277,265326,780-49,515-15%$16.5M$14.0M-$2.6M2026-10-21
Resonant Capital Advisors, LLC
DECREASED263,708270,325-6,617-2%$13.7M$13.3M-$382.2K2026-10-15
Congress Park Capital LLC
DECREASED249,815266,645-16,830-6%$13.5M$12.6M-$896.2K2026-10-13
Independent Financial Group, LLC
NEW249,372—+249,372——$12.6M—2026-10-13
Bison Wealth, LLC
INCREASED240,347237,882+2,465+1%$12.0M$12.1M+$97.9K2026-10-13
Hanseatic Management Services Inc
INCREASED239,579201,499+38,080+19%$10.2M$12.1M+$1.9M2026-10-27
Guidance Capital, Inc
DECREASED234,264235,331-1,0670%$11.9M$11.8M-$99.6K2026-11-03
Summit Wealth Group, LLC
INCREASED233,856205,499+28,357+14%$10.4M$11.8M+$1.4M2026-11-09
Morningstar Investment Management LLC
DECREASED232,028259,023-26,995-10%$13.1M$11.7M-$1.4M2026-11-09
Sherry Group, Inc.
UNCHANGED224,753224,75300%$11.4M$11.3M-$41.6K2026-10-09
MJT & Associates Financial Advisory Group, Inc.
INCREASED209,677174,177+35,500+20%$8.8M$10.6M+$1.8M2026-10-07
Concurrent Investment Advisors, LLC
INCREASED207,818155,150+52,668+34%$7.8M$10.5M+$2.6M2026-10-16
General Partner, Inc.
INCREASED205,947138,647+67,300+49%$7.0M$10.4M+$3.4M2026-10-05
Dynamic Advisor Solutions LLC
INCREASED202,267146,625+55,642+38%$7.4M$10.2M+$2.8M2026-10-13
Flagship Harbor Advisors, LLC
INCREASED201,789182,648+19,141+10%$9.2M$10.2M+$931.8K2026-10-26
Cahaba Wealth Management, Inc.
INCREASED197,092136,954+60,138+44%$6.9M$9.9M+$3.0M2026-10-26
Summit Investment Advisors, Inc.\KS
INCREASED192,033152,004+40,029+26%$7.7M$9.7M+$2.0M2026-11-05
Snider Financial Group
INCREASED190,832188,034+2,798+1%$9.5M$9.6M+$107.2K2026-10-16
Farrow Financial, Inc.
INCREASED177,362166,704+10,658+6%$8.4M$8.9M+$507.2K2026-10-30
Integrated Advisors Network LLC
INCREASED174,751104,800+69,951+67%$5.3M$8.8M+$3.5M2026-10-20
Lido Advisors, LLC
INCREASED169,27162,347+106,924+172%$3.2M$8.5M+$5.4M2026-11-04
Cannon Financial Strategists, Inc.
DECREASED161,729186,598-24,869-13%$9.4M$8.2M-$1.3M2026-10-19
Transcendent Capital Group LLC
NEW160,044—+160,044——$8.1M—2026-10-28
Kestra Advisory Services, LLC
INCREASED154,99077,134+77,856+101%$3.9M$7.8M+$3.9M2026-11-02
ATX Financial Planning, LLC
INCREASED153,04854,527+98,521+181%$2.8M$7.7M+$5.0M2026-10-14
Rochester Wealth Strategies, LLC
DECREASED137,422153,381-15,959-10%$7.8M$6.9M-$831.9K2026-11-03
Allworth Financial LP
UNCHANGED137,044137,04400%$6.9M$6.9M$02026-11-06
Philadelphia Investment Partners, LLC
DECREASED134,011145,872-11,861-8%$7.4M$6.8M-$623.3K2026-11-09
Chicago Partners Investment Group LLC
INCREASED130,76187,866+42,895+49%$4.4M$6.6M+$2.2M2026-10-27
Beacon Financial Group
DECREASED127,541139,683-12,142-9%$7.1M$6.4M-$637.1K2026-10-19
Drive Wealth Management, LLC
NEW126,732—+126,732——$6.4M—2026-11-09
Jacobi Capital Management LLC
INCREASED126,416116,389+10,027+9%$5.9M$6.4M+$484.4K2026-11-05
Integral Investment Advisors, Inc.
INCREASED126,29484,702+41,592+49%$4.3M$6.4M+$2.1M2026-11-03
Cerro Pacific Wealth Advisors LLC
DECREASED125,619150,872-25,253-17%$7.6M$6.3M-$1.3M2026-10-22
Kroeger Financial Partners
INCREASED124,08863,606+60,482+95%$3.2M$6.3M+$3.0M2026-10-19
IFP Advisors, Inc
INCREASED123,76156,435+67,326+119%$2.9M$6.2M+$3.4M2026-10-16
Agate Pass Investment Management, LLC
INCREASED120,34490,713+29,631+33%$4.6M$6.1M+$1.5M2026-10-20
Elevation Wealth Partners, LLC
NEW118,980—+118,980——$6.0M—2026-10-07
Powerhouse Assets LLC
INCREASED115,376114,054+1,322+1%$5.8M$5.8M+$46.1K2026-10-19
Able Wealth Management LLC
DECREASED115,286128,416-13,130-10%$6.5M$5.8M-$698.7K2026-10-13
Sowell Financial Services LLC
DECREASED112,789112,829-400%$5.7M$5.7M-$22.3K2026-10-23
Wealth Architects, LLC
DECREASED112,656113,799-1,143-1%$5.8M$5.7M-$78.1K2026-11-03
Wealth Enhancement Trust Services, Inc.
INCREASED112,626101,574+11,052+11%$5.1M$5.7M+$538.7K2026-10-07
Vilga Financial Planning LLC
INCREASED111,64787,598+24,049+27%$4.4M$5.6M+$1.2M2026-10-09
Creative Planning
DECREASED108,490142,669-34,179-24%$7.2M$5.5M-$1.7M2026-11-02
Sigma Planning Corp
DECREASED105,284109,555-4,271-4%$5.5M$5.3M-$234.9K2026-10-23
Semitam Bonam LLC
INCREASED104,07695,635+8,441+9%$4.8M$5.2M+$408.2K2026-10-27
WealthBridge Capital Management, LLC
INCREASED100,97799,911+1,066+1%$5.1M$5.1M+$35.8K2026-10-16
Master's Wealth Management Inc.
NEW98,647—+98,647——$5.0M—2026-10-22
BCR Wealth Strategies, LLC
INCREASED98,07591,680+6,395+7%$4.6M$4.9M+$306.0K2026-11-06
Valmark Advisers, Inc.
INCREASED97,85944,858+53,001+118%$2.3M$4.9M+$2.7M2026-11-06
WT Wealth Management
DECREASED97,211113,341-16,130-14%$5.7M$4.9M-$833.3K2026-10-13
Mullaney, Keating & Wright, Inc.
INCREASED96,59595,042+1,553+2%$4.8M$4.9M+$61.2K2026-10-19
Patriot Financial Group Insurance Agency, LLC
NEW96,441—+96,441——$4.9M—2026-10-14
Realta Investment Advisors
INCREASED94,02890,472+3,556+4%$4.6M$4.7M+$162.9K2026-10-14
Lebenthal Global Advisors, LLC
DECREASED86,357115,276-28,919-25%$5.8M$4.4M-$1.5M2026-10-28
Hudson Oak Wealth Advisory LLC
INCREASED81,50380,420+1,083+1%$4.1M$4.1M+$40.1K2026-10-16
Bank of Montreal
INCREASED81,16331,425+49,738+158%$1.6M$4.1M+$2.5M2026-11-09
CFS Investment Advisory Services, LLC
INCREASED79,15574,372+4,783+6%$3.8M$4.0M+$229.4K2026-10-19
Barings LLC
UNCHANGED78,60078,60000%$4.0M$4.0M-$14.1K2026-10-22
Iron Financial LLC
DECREASED76,968101,049-24,081-24%$5.1M$3.9M-$1.2M2026-10-23
Howland Capital Management LLC
INCREASED76,39271,569+4,823+7%$3.6M$3.9M+$230.2K2026-10-22
SP Asset Management LLC
DECREASED74,31579,451-5,136-6%$4.0M$3.7M-$273.1K2026-11-05
Citigroup Inc
INCREASED74,30755,805+18,502+33%$2.8M$3.7M+$922.5K2026-11-04
Princeton Global Asset Management LLC
DECREASED72,79876,269-3,471-5%$3.9M$3.7M-$188.7K2026-10-21
Security National Bank
NEW70,430—+70,430——$3.5M—2026-10-26
Walker Financial Services, Inc.
NEW70,383—+70,383——$3.5M—2026-10-26
Krilogy Financial LLC
DECREASED70,18678,434-8,248-11%$4.0M$3.5M-$434.7K2026-10-13
Elevate Wealth Advisory, Inc
INCREASED68,95432,054+36,900+115%$1.6M$3.5M+$1.9M2026-10-29
Atwater Malick LLC
INCREASED68,18133,036+35,145+106%$1.7M$3.4M+$1.8M2026-10-15
Perigon Wealth Management, LLC
INCREASED68,10544,848+23,257+52%$2.3M$3.4M+$1.2M2026-10-22
David Kennon Inc
INCREASED67,91767,495+422+1%$3.4M$3.4M+$9.1K2026-10-13
HB Wealth Management, LLC
DECREASED67,56686,376-18,810-22%$4.4M$3.4M-$963.6K2026-10-23
Guyasuta Investment Advisors Inc
DECREASED67,24568,235-990-1%$3.5M$3.4M-$62.2K2026-10-15
Vise Technologies, Inc.
INCREASED65,30141,483+23,818+57%$2.1M$3.3M+$1.2M2026-10-29
Apollon Wealth Management, LLC
INCREASED61,12460,042+1,082+2%$3.0M$3.1M+$43.8K2026-10-23
Alpha Zero LLC
INCREASED60,97050,885+10,085+20%$2.6M$3.1M+$503.2K2026-11-06
Tempus Wealth Planning, LLC
DECREASED60,35063,145-2,795-4%$3.2M$3.0M-$152.2K2026-10-14
StoneCrest Wealth Management, Inc.
INCREASED59,80542,517+17,288+41%$2.2M$3.0M+$863.7K2026-11-03
HighPoint Advisor Group LLC
INCREASED58,82035,293+23,527+67%$1.8M$3.0M+$1.2M2026-11-09
Greenup Street Wealth Management LLC
INCREASED57,93047,111+10,819+23%$2.4M$2.9M+$536.8K2026-10-28
Cooper Investors PTY LTD
DECREASED57,52079,721-22,201-28%$4.0M$2.9M-$1.1M2026-10-13
Forte Asset Management LLC
DECREASED56,465100,320-43,855-44%$5.1M$2.8M-$2.2M2026-10-13
Phillips Financial Management, LLC
INCREASED56,45955,910+549+1%$2.8M$2.8M+$17.6K2026-10-19
Prime Capital Investment Advisors, LLC
INCREASED55,67154,188+1,483+3%$2.7M$2.8M+$65.0K2026-10-20
NWF Advisory Services Inc.
INCREASED54,15344,993+9,160+20%$2.3M$2.7M+$453.6K2026-10-19
Ariadne Wealth Management, LP
INCREASED53,94951,845+2,104+4%$2.6M$2.7M+$96.7K2026-11-06
OFC Financial Planning, LLC
DECREASED53,34455,471-2,127-4%$2.8M$2.7M-$117.2K2026-11-06
Vista Finance, LLC
DECREASED51,93771,397-19,460-27%$3.6M$2.6M-$993.6K2026-10-23
Thrive Capital Management, LLC
INCREASED50,56847,292+3,276+7%$2.4M$2.5M+$156.6K2026-10-28
Belpointe Asset Management LLC
INCREASED47,61038,953+8,657+22%$2.0M$2.4M+$429.3K2026-11-09
LongView Wealth Management
INCREASED47,13945,641+1,498+3%$2.3M$2.4M+$67.3K2026-10-19
Riggs Asset Managment Co. Inc.
INCREASED46,67443,505+3,169+7%$2.2M$2.4M+$151.9K2026-11-05
Seizert Capital Partners, LLC
INCREASED43,59936,356+7,243+20%$1.8M$2.2M+$358.5K2026-10-30
Impact Partnership Wealth, LLC
INCREASED42,92438,992+3,932+10%$2.0M$2.2M+$191.1K2026-11-09
Ifrah Financial Services, Inc.
INCREASED41,85540,742+1,113+3%$2.1M$2.1M+$48.8K2026-10-13
Michels Family Financial, LLC
DECREASED41,13442,827-1,693-4%$2.2M$2.1M-$93.0K2026-11-02
Kurv Investment Management LLC
INCREASED40,70011,840+28,860+244%$598.9K$2.1M+$1.5M2026-10-28
Bank of New York Mellon Corp
INCREASED39,63134,520+5,111+15%$1.7M$2.0M+$251.3K2026-11-05
Sheets Smith Wealth Management
DECREASED39,60139,708-1070%$2.0M$2.0M-$12.5K2026-10-16
Ackerman Asset Management, LLC
INCREASED39,05120,468+18,583+91%$1.0M$2.0M+$932.9K2026-11-09
Kane Investment Management, Inc.
INCREASED38,96636,195+2,771+8%$1.8M$2.0M+$133.1K2026-11-09
Forza Wealth Management, LLC
INCREASED38,1006,750+31,350+464%$341.4K$1.9M+$1.6M2026-10-20
TAGStone Capital, Inc.
INCREASED38,0689,829+28,239+287%$497.2K$1.9M+$1.4M2026-11-09
CGN Advisors LLC
DECREASED37,46038,269-809-2%$1.9M$1.9M-$47.7K2026-10-21
Assetmark, Inc
DECREASED37,14347,016-9,873-21%$2.4M$1.9M-$506.1K2026-10-21
D.A. Davidson & Co.
INCREASED37,10835,335+1,773+5%$1.8M$1.9M+$83.0K2026-10-28
Go Invest LLC
INCREASED36,48332,479+4,004+12%$1.6M$1.8M+$195.9K2026-10-09
Brindle & Bay Financial Advisors, LLC
INCREASED35,60032,001+3,599+11%$1.6M$1.8M+$175.7K2026-10-15
Brookstone Capital Management
INCREASED35,04334,917+126+0%$1.8M$1.8M+$682026-10-22
Pension & Wealth Management Advisors, Inc.
INCREASED34,90634,792+114+0%$1.8M$1.8M-$4872026-10-16
Advocate Investing Services LLC
INCREASED34,80332,412+2,391+7%$1.6M$1.8M+$114.7K2026-10-26
Heck Capital Advisors, LLC
INCREASED34,77526,689+8,086+30%$1.3M$1.8M+$402.8K2026-10-14
Chesley Taft & Associates LLC
DECREASED34,60053,374-18,774-35%$2.7M$1.7M-$955.8K2026-10-13
Beacon Financial Advisory LLC
NEW33,100—+33,100——$1.7M—2026-10-16
Robertson Stephens Wealth Management, LLC
INCREASED29,80428,347+1,457+5%$1.4M$1.5M+$68.3K2026-10-16
Patten Group, Inc.
INCREASED29,74711,900+17,847+150%$601.9K$1.5M+$897.3K2026-10-26
Blvd Private Wealth, LLC
NEW29,068—+29,068——$1.5M—2026-10-14
BAM Wealth Management, LLC
INCREASED28,93318,523+10,410+56%$936.9K$1.5M+$521.3K2026-10-15
RHS Financial, LLC
DECREASED28,83137,987-9,156-24%$1.9M$1.5M-$468.3K2026-10-13
Beacon Investment Advisory Services, Inc.
DECREASED28,52228,572-500%$1.4M$1.4M-$7.7K2026-10-13
RFG Advisory, LLC
NEW28,399—+28,399——$1.4M—2026-11-03
Csenge Advisory Group
DECREASED28,16428,362-198-1%$1.4M$1.4M-$15.1K2026-11-04
Capital Wealth Alliance, LLC
DECREASED26,25729,668-3,411-11%$1.5M$1.3M-$177.3K2026-10-20
Fusion Capital, LLC
INCREASED25,89425,341+553+2%$1.3M$1.3M+$23.3K2026-10-28
Hengehold Capital Management LLC
DECREASED25,607206,690-181,083-88%$10.5M$1.3M-$9.2M2026-10-16
Valley Forge Investment Consultants Inc ADV
DECREASED25,50426,684-1,180-4%$1.3M$1.3M-$64.3K2026-11-03
Bulwark Capital Corp
DECREASED25,45666,863-41,407-62%$3.4M$1.3M-$2.1M2026-10-13
Hennion & Walsh Asset Management, Inc.
INCREASED25,22521,991+3,234+15%$1.1M$1.3M+$159.0K2026-10-13
YHB Investment Advisors, Inc.
INCREASED24,48224,456+26+0%$1.2M$1.2M-$3.1K2026-10-08
Nwam LLC
NEW24,055—+24,055——$1.2M—2026-11-09
Tradewinds Capital Management, LLC
INCREASED23,99323,753+240+1%$1.2M$1.2M+$7.8K2026-10-23
Johnson Bixby & Associates, LLC
DECREASED23,92434,133-10,209-30%$1.7M$1.2M-$520.7K2026-10-14
Wealthfront Advisers LLC
DECREASED23,81445,934-22,120-48%$2.3M$1.2M-$1.1M2026-11-09
Slow Capital, Inc.
DECREASED23,73129,195-5,464-19%$1.5M$1.2M-$280.6K2026-10-23
Guardian Wealth Advisors, LLC
DECREASED23,39932,320-8,921-28%$1.6M$1.2M-$454.7K2026-10-30
Indivisible Partners
INCREASED23,22918,969+4,260+22%$959.5K$1.2M+$211.3K2026-10-26
Base Wealth Management LLC
INCREASED22,66720,940+1,727+8%$1.1M$1.1M+$83.3K2026-10-21
Signal Advisors Wealth, LLC
INCREASED22,4266,230+16,196+260%$315.1K$1.1M+$815.1K2026-10-13
Procyon Advisors, LLC
INCREASED22,00118,185+3,816+21%$919.8K$1.1M+$189.1K2026-10-21
MSH Capital Advisors LLC
DECREASED21,51432,217-10,703-33%$1.6M$1.1M-$545.2K2026-11-03
Avidian Wealth Enterprises, LLC
DECREASED21,30156,743-35,442-62%$2.9M$1.1M-$1.8M2026-10-08
Boltwood Capital Management
UNCHANGED20,60020,60000%$1.0M$1.0M-$3.7K2026-10-02
BIP Wealth, LLC
UNCHANGED19,80219,80200%$1.0M$998.0K-$3.6K2026-10-22
Delta Investment Management, LLC
NEW19,727—+19,727——$994.2K—2026-11-09
Old North State Wealth Management, LLC
DECREASED19,72222,226-2,504-11%$1.1M$994.4K-$130.3K2026-10-22
Boothe Investment Group, Inc.
INCREASED19,72018,490+1,230+7%$935.2K$993.9K+$58.7K2026-10-22
Elevation Capital Advisory, LLC
NEW17,290—+17,290——$871.4K—2026-10-29
Glass Jacobson Investment Advisors llc
UNCHANGED16,97116,97100%$858.4K$855.3K-$3.1K2026-10-26
Meramec Financial Planners, LLC
INCREASED16,93016,745+185+1%$845.7K$852.6K+$6.9K2026-11-09
Stone Wealth Partners
NEW16,801—+16,801——$846.6K—2026-11-05
Daviman Financial, LLC
NEW16,342—+16,342——$823.6K—2026-11-06
Condor Capital Management
INCREASED16,21615,888+328+2%$803.6K$817.3K+$13.7K2026-11-06
Sankala Group LLC
UNCHANGED15,85515,85500%$801.1K$799.2K-$1.9K2026-11-09
Regatta Capital Group, LLC
DECREASED15,44118,408-2,967-16%$931.1K$778.2K-$152.8K2026-10-23
Uptick Partners, LLC
INCREASED15,4125,818+9,594+165%$294.3K$776.8K+$482.5K2026-11-04
Factor Wealth Management LTD
DECREASED14,97618,637-3,661-20%$942.6K$754.8K-$187.9K2026-10-08
Park Avenue Securities LLC
DECREASED14,40520,271-5,866-29%$1.0M$726.0K-$299.0K2026-10-26
CoreCap Advisors, LLC
INCREASED14,3618,419+5,942+71%$425.9K$723.8K+$297.9K2026-10-08
CWA Asset Management Group, LLC
DECREASED13,94914,361-412-3%$726.4K$703.0K-$23.3K2026-10-19
Gerald Baker Financial Group LLC
INCREASED13,86712,205+1,662+14%$617.3K$698.9K+$81.5K2026-10-09
Atria Investments, Inc
DECREASED13,72515,095-1,370-9%$763.5K$691.7K-$71.8K2026-10-15
Park Place Capital Corp
DECREASED13,54813,769-221-2%$696.4K$682.8K-$13.6K2026-11-09
Coyle Financial Counsel LLC
INCREASED13,54112,642+899+7%$639.4K$682.5K+$43.0K2026-10-28
Armor Investment Advisors, LLC
NEW13,379—+13,379——$674.3K—2026-10-27
Astra Wealth Partners LLC
DECREASED13,24316,294-3,051-19%$824.2K$667.4K-$156.7K2026-11-06
UMB Bank, n.a.
DECREASED13,14713,543-396-3%$685.0K$662.6K-$22.4K2026-11-06
LJI Wealth Management, LLC
DECREASED12,97944,735-31,756-71%$2.3M$654.1K-$1.6M2026-10-28
Spire Wealth Management
DECREASED12,85713,473-616-5%$681.4K$648.0K-$33.5K2026-10-30
Pacific Center for Financial Services
DECREASED12,71713,656-939-7%$690.7K$640.9K-$49.8K2026-10-15
Redw Wealth LLC
DECREASED12,70115,658-2,957-19%$792.0K$640.1K-$151.9K2026-11-02
IMG Wealth Management, Inc.
DECREASED12,69222,016-9,324-42%$1.1M$639.7K-$473.9K2026-10-27
Aerodigm Wealth, LLC
NEW12,602—+12,602——$635.1K—2026-10-16
Spectrum Planning & Advisory Services Inc.
INCREASED12,5549,472+3,082+33%$479.1K$632.7K+$153.7K2026-11-05
Matrix Trust Co
DECREASED12,42637,965-25,539-67%$1.9K$626.0K+$624.1K2026-10-07
Optas, LLC
INCREASED12,3987,099+5,299+75%$359.1K$624.8K+$265.8K2026-11-09
BlueChip Wealth Advisors LLC
DECREASED12,29415,459-3,165-20%$781.9K$619.6K-$162.3K2026-11-03
Welch Group, LLC
NEW12,291—+12,291——$619.5K—2026-10-29
Kestra Private Wealth Services, LLC
DECREASED12,17915,970-3,791-24%$807.8K$613.8K-$194.0K2026-11-06
Financial Solutions Advisory Group, Inc.
DECREASED12,09012,821-731-6%$646.9K$609.0K-$37.9K2026-10-28
Hegarty Advisors, LLC
DECREASED12,05619,234-7,178-37%$972.9K$607.6K-$365.2K2026-10-20
AdvisorNet Financial, Inc
INCREASED11,9102,643+9,267+351%$133.7K$599.6K+$465.9K2026-10-15
Diversify Wealth Management, LLC
DECREASED11,82312,146-323-3%$613.4K$595.5K-$17.9K2026-10-20
Diversify Advisory Services, LLC
DECREASED11,82312,146-323-3%$613.4K$595.5K-$17.9K2026-10-20
Market Street Wealth Management Advisors LLC
INCREASED11,75711,736+21+0%$593.6K$592.6K-$1.1K2026-10-09
Capital Advisors, Ltd. LLC
DECREASED11,69911,798-99-1%$597$590.0K+$589.4K2026-10-27
Choreo, LLC
NEW11,419—+11,419——$575.5K—2026-10-28
Prossimo Advisors, LLC
UNCHANGED11,32911,32900%$573.0K$571.0K-$2.0K2026-11-09
Maryland Capital Advisors Inc.
UNCHANGED11,25011,25000%$569.0K$567.0K-$2.0K2026-10-15
Noble Wealth Management PBC
INCREASED11,2282,734+8,494+311%$138.3K$565.9K+$427.6K2026-10-01
PNC Financial Services Group, Inc.
INCREASED11,1319,244+1,887+20%$467.6K$561.0K+$93.4K2026-11-06
Marathon Wealth Advisors LLC
INCREASED11,1289,801+1,327+14%$495.7K$560.8K+$65.1K2026-11-04
Searcy Financial Services Inc
DECREASED11,09313,527-2,434-18%$684.2K$559.1K-$125.1K2026-10-07
Canandaigua National Bank & Trust Co
DECREASED10,88211,065-183-2%$559.7K$548.5K-$11.2K2026-10-07
First National Bank & Trust Co of Newtown
NEW10,795—+10,795——$544.6K—2026-11-09
Clearwater Capital Advisors, LLC
UNCHANGED10,37810,37800%$524.9K$523.1K-$1.9K2026-11-06
Southland Equity Partners LLC
DECREASED10,26110,387-126-1%$525.4K$517.2K-$8.2K2026-10-14
JGP Wealth Management, LLC
INCREASED10,0029,097+905+10%$460.1K$504.1K+$43.9K2026-10-13
Aprio Wealth Management, LLC
DECREASED9,94010,299-359-3%$520.9K$501.0K-$19.9K2026-10-28
Elm3 Financial Group, LLC
INCREASED9,6785,565+4,113+74%$281.5K$487.8K+$206.3K2026-10-07
Investment Planning Advisors, Inc.
DECREASED9,67810,099-421-4%$510.8K$487.8K-$23.0K2026-10-14
Waldron Private Wealth LLC
NEW9,514—+9,514——$479.5K—2026-11-02
White Lighthouse Investment Management Inc.
UNCHANGED9,5009,50000%$480.5K$478.8K-$1.7K2026-10-21
Fifth Third Securities, Inc.
INCREASED9,4987,786+1,712+22%$393.8K$478.7K+$84.9K2026-10-21
Lionsbridge Wealth Management LLC
DECREASED9,31914,683-5,364-37%$742.7K$469.7K-$273.0K2026-10-26
FIG Financial Advisory Services Inc
NEW9,233—+9,233——$465.4K—2026-10-07
Daytona Street Capital LLC
DECREASED9,12211,627-2,505-22%$586.7K$458.6K-$128.1K2026-10-15
Peterson Wealth Advisors, LLC
DECREASED9,01018,734-9,724-52%$947.5K$454.1K-$493.4K2026-10-08
First Heartland Consultants, Inc.
INCREASED8,9408,928+12+0%$451.6K$450.6K-$1.0K2026-10-08
Global Wealth Management Investment Advisory, Inc.
INCREASED8,7606,305+2,455+39%$318.9K$441.5K+$122.6K2026-11-04
CGC Financial Services, LLC
DECREASED8,7059,118-413-5%$461.2K$438.7K-$22.4K2026-10-13
Private Client Services, LLC
INCREASED8,6898,515+174+2%$430.7K$437.9K+$7.3K2026-10-02
Avaii Wealth Management, LLC
DECREASED8,6639,837-1,174-12%$497.6K$435.4K-$62.1K2026-10-09
Fortis Capital Advisors, LLC
NEW8,602—+8,602——$433.5K—2026-11-09
Prudent Man Advisors, LLC
NEW8,577—+8,577——$432.3K—2026-11-03
Quadrant Private Wealth Management, LLC
INCREASED8,5607,510+1,050+14%$379.9K$431.4K+$51.6K2026-11-04
Jeter Robert S II
NEW8,159—+8,159——$410.6K—2026-10-16
Ridgeline Wealth, LLC
NEW8,132—+8,132——$409.3K—2026-10-14
15 Wealth Advisors LLC
NEW7,865—+7,865——$396.4K—2026-10-14
Oppenheimer & Co Inc
DECREASED7,8028,525-723-8%$431.2K$393.2K-$38.0K2026-10-26
Burns J W & Co Inc
INCREASED7,6655,450+2,215+41%$275.7K$386.3K+$110.7K2026-10-20
Mascoma Wealth Management LLC
UNCHANGED7,3917,39100%$373.8K$372.5K-$1.3K2026-10-23
Convergence Financial, LLC
NEW7,387—+7,387——$372.3K—2026-10-27
Courage Miller Partners, LLC
UNCHANGED7,3487,34800%$371.7K$370.3K-$1.3K2026-10-21
Physician Wealth Advisors, Inc.
DECREASED7,1239,974-2,851-29%$504.5K$359.0K-$145.5K2026-10-20
Horst & Graben Wealth Management LLC
NEW6,837—+6,837——$344.6K—2026-11-02
AlphaCore Capital LLC
DECREASED6,8188,089-1,271-16%$409.1K$343.6K-$65.5K2026-11-04
SVB Wealth LLC
UNCHANGED6,7516,75100%$341.5K$340.3K-$1.2K2026-11-06
Silver OAK Securities, Incorporated
INCREASED6,7296,047+682+11%$305.9K$338.9K+$33.0K2026-11-09
Fifth Third Bancorp
DECREASED6,6618,097-1,436-18%$409.5K$335.7K-$73.8K2026-11-05
Private Trust Co NA
INCREASED6,5026,385+117+2%$322.9K$327.7K+$4.8K2026-10-20
Buck Wealth Strategies, LLC
DECREASED6,4727,341-869-12%$371.3K$326.2K-$45.1K2026-10-28
Legacy Trust
NEW6,450—+6,450——$325.5K—2026-11-06
Howard Wealth Management, LLC
INCREASED6,2836,231+52+1%$315.2K$316.7K+$1.5K2026-10-28
Hopwood Financial Services, Inc.
UNCHANGED6,2406,24000%$315.6K$314.5K-$1.1K2026-10-29
Guardian Partners Inc.
DECREASED6,1956,547-352-5%$331.1K$312.2K-$18.9K2026-10-21
Revolve Wealth Partners, LLC
UNCHANGED6,1596,15900%$311.5K$310.4K-$1.1K2026-10-23
Visionary Wealth Advisors
DECREASED6,0166,091-75-1%$308.1K$303.2K-$4.9K2026-11-04
SRH Advisors, LLC
UNCHANGED6,0006,00000%$303.5K$302.4K-$1.1K2026-10-22
Fulcrum Equity Management
NEW5,943—+5,943——$299.5K—2026-10-21
Blue Trust, Inc.
INCREASED5,8902,166+3,724+172%$109.6K$296.9K+$187.3K2026-10-15
Argonautica Private Wealth Management, Inc
DECREASED5,8667,352-1,486-20%$371.9K$295.6K-$76.2K2026-11-02
Koshinski Asset Management, Inc.
DECREASED5,8406,251-411-7%$316.2K$294.3K-$21.8K2026-10-29
Traub Capital Management LLC
INCREASED5,8294,874+955+20%$246.5K$293.8K+$47.3K2026-11-09
Old Second National Bank of Aurora
UNCHANGED5,8005,80000%$293.4K$292.3K-$1.0K2026-10-22
Schmidt P J Investment Management Inc
DECREASED5,78211,116-5,334-48%$562.2K$291.4K-$270.8K2026-11-02
Shepherd Financial Partners LLC
DECREASED5,6945,813-119-2%$294.0K$287.0K-$7.0K2026-11-03
Spinnaker Investment Group, LLC
INCREASED5,6255,507+118+2%$278.5K$283.5K+$5.0K2026-10-13
PFG Advisors
INCREASED5,5855,356+229+4%$270.9K$281.5K+$10.6K2026-10-16
M Holdings Securities, Inc.
NEW5,529—+5,529——$278.0K—2026-11-03
One Advisory Partners, LLC
NEW5,504—+5,504——$277.4K—2026-10-22
MBE Wealth Management, LLC
DECREASED5,4637,846-2,383-30%$396.8K$275.3K-$121.5K2026-10-26
Blue Square Asset Management, LLC
INCREASED5,2884,688+600+13%$237.1K$266.5K+$29.4K2026-11-02
Lifelong Wealth Advisors, Inc.
DECREASED5,2185,333-115-2%$269.7K$263.0K-$6.8K2026-10-19
Swmg, LLC
NEW5,207—+5,207——$262.5K—2026-10-23
Certified Advisory Corp
DECREASED5,1615,183-220%$262.2K$260.1K-$2.1K2026-10-29
Creative Financial Designs Inc
NEW5,154—+5,154——$259.8K—2026-11-04
Parsons Capital Management Inc
UNCHANGED5,1335,13300%$259.6K$258.7K-$9242026-10-28
RCW Management, LLC
UNCHANGED5,0695,06900%$256.4K$255.5K-$9122026-10-30
TD Waterhouse Canada Inc.
DECREASED5,0315,178-147-3%$261.0K$252.8K-$8.2K2026-10-16
Summa Corp.
NEW5,000—+5,000——$251.9K—2026-10-30
Truist Financial Corp
INCREASED4,8904,031+859+21%$203.9K$246.5K+$42.6K2026-10-30
Triumph Capital Management
INCREASED4,7923,600+1,192+33%$182.1K$241.5K+$59.4K2026-10-14
Horizon Wealth Management, LLC
NEW4,700—+4,700——$236.9K—2026-11-02
Norden Group LLC
UNCHANGED4,6904,69000%$237.2K$236.4K-$8442026-10-20
Pine Haven Investment Counsel, Inc
DECREASED4,6505,800-1,150-20%$293.4K$234.4K-$59.0K2026-11-02
New Capital Management LP
DECREASED4,6316,067-1,436-24%$306.9K$233.4K-$73.5K2026-10-29
Castleview Partners, LLC
DECREASED4,6204,636-160%$234.5K$232.9K-$1.6K2026-10-09
BridgePort Financial Solutions, LLC
DECREASED4,4574,915-458-9%$248.6K$224.6K-$24.0K2026-11-02
Echo45 Advisors LLC
NEW4,396—+4,396——$221.6K—2026-10-07
Leavell Investment Management, Inc.
DECREASED4,2124,403-191-4%$222.7K$212.3K-$10.5K2026-11-09
Root Financial Partners, LLC
UNCHANGED4,2114,21100%$213.0K$212.3K-$7582026-10-21
Avior Wealth Management, LLC
NEW4,203—+4,203——$211.8K—2026-10-13
Flynn Zito Capital Management, LLC
DECREASED4,1714,175-40%$211.2K$210.2K-$9532026-11-04
SeaCrest Wealth Management, LLC
DECREASED4,1675,913-1,746-30%$299.1K$210.0K-$89.1K2026-10-21
Ascent Group, LLC
UNCHANGED4,1324,13200%$209.0K$208.3K-$7442026-10-30
Troutman Wealth Management, LLC
DECREASED4,1294,692-563-12%$237.3K$208.1K-$29.3K2026-11-10
HF Advisory Group, LLC
INCREASED4,1174,056+61+2%$205.2K$207.5K+$2.3K2026-10-09
Money Concepts Capital Corp
NEW4,098—+4,098——$206.5K—2026-11-06
Leading Edge Financial Planning LLC
DECREASED4,0554,409-354-8%$223.0K$204.4K-$18.6K2026-10-23
Pine Valley Investments Ltd Liability Co
NEW4,018—+4,018——$202.5K—2026-11-09
Emerald Advisors, LLC
DECREASED4,0035,319-1,316-25%$269.0K$201.8K-$67.2K2026-10-13
Aries Wealth Management
NEW4,000—+4,000——$201.6K—2026-10-23
Selective Wealth Management, Inc.
INCREASED3,9803,964+16+0%$200.3K$200.5K+$2122026-10-16
Tompkins Financial Corp
INCREASED3,6722,807+865+31%$142.0K$185.1K+$43.1K2026-10-05
Financial Perspectives, Inc
INCREASED3,4183,386+32+1%$171.3K$172.3K+$9812026-11-03
Quaker Wealth Management, LLC
INCREASED3,068352+2,716+772%$17.8K$154.6K+$136.8K2026-10-22
Central Trust Co
NEW3,000—+3,000——$151.2K—2026-11-05
Intesa Sanpaolo Wealth Management
UNCHANGED3,0003,00000%$151.7K$151.2K-$5402026-10-28
Ascentis Independent Advisors
INCREASED2,650395+2,255+571%$20.0K$133.6K+$113.6K2026-11-03
Oakworth Capital, Inc.
UNCHANGED2,5442,54400%$128.3K$128.2K-$502026-10-26
Blueline Advisors LLC
UNCHANGED2,4042,40400%$121.6K$121.2K-$4332026-10-15
Geneos Wealth Management Inc.
DECREASED2,3582,365-70%$119.6K$118.8K-$7792026-11-09
Transce3nd, LLC
DECREASED2,2942,502-208-8%$126.2K$115.6K-$10.7K2026-10-26
Sfam, LLC
DECREASED2,2858,976-6,691-75%$454.0K$115.2K-$338.8K2026-11-03
Rossby Financial, LCC
NEW2,025—+2,025——$102.1K—2026-11-05
Byrne Asset Management LLC
DECREASED1,8503,950-2,100-53%$199.8K$93.0K-$106.8K2026-10-06
Harbour Investments, Inc.
DECREASED1,5805,592-4,012-72%$282.9K$79.6K-$203.2K2026-11-09
Atwood & Palmer Inc
UNCHANGED1,5251,52500%$77.1K$76.9K-$2752026-10-08
Lynch Investment Planning, LLC
NEW1,371—+1,371——$69.1K—2026-10-27
Cullen T Bankers, Inc.
INCREASED1,3211,308+13+1%$66.2K$66.6K+$4302026-10-28
CKW Financial Group
UNCHANGED1,2821,28200%$65.0K$64.0K-$1.0K2026-10-29
Mather Group, Llc.
DECREASED1,2251,975-750-38%$99.9K$61.7K-$38.2K2026-10-14
Planning Strategies Inc.
DECREASED1,1091,127-18-2%$57.0K$55.9K-$1.1K2026-10-02
Golden State Wealth Management, LLC
UNCHANGED1,0081,00800%$51.0K$50.8K-$1812026-11-02
Clearstead Advisors, LLC
UNCHANGED98798700%$49.9K$49.7K-$1772026-11-06
Strive Financial Group,LLC
DECREASED9781,024-46-4%$51.8K$49.3K-$2.5K2026-11-09
Lanark Financial, Inc.
INCREASED937917+20+2%$46.4K$47.2K+$8442026-10-26
Nfsg Corp
DECREASED9001,490-590-40%$75.4K$45.4K-$30.0K2026-10-15
3 Factor Indexing, LLC
INCREASED698691+7+1%$35.0K$35.2K+$2282026-10-15
Rosenberg Matthew Hamilton
UNCHANGED67067000%$33.9K$33.8K-$1212026-10-05
Harbor Asset Planning, Inc.
INCREASED638632+6+1%$31.9K$32.1K+$2072026-10-23
Kingdom Financial Group Llc.
NEW598—+598——$30.1K—2026-11-04
Center for Financial Planning, Inc.
UNCHANGED31331300%$15.8K$15.8K-$572026-10-26
Cheviot Value Management, LLC
INCREASED3000+300—$0$15.1K+$15.1K2026-11-09
Sunrise Financial Services, LLC
UNCHANGED29829800%$15.1K$15.0K-$542026-10-21
American National Bank & Trust
DECREASED265463-198-43%$23.4K$13.4K-$10.1K2026-10-07
Essential Partners LLC
UNCHANGED24924900%$12.6K$12.6K-$442026-10-14
Networth Advisors, LLC
NEW243—+243——$12.2K—2026-11-03
Downshift Financial, LLC
INCREASED23647+189+402%$2.4K$11.9K+$9.5K2026-10-13
Clearstead Trust, LLC
UNCHANGED19819800%$10.0K$10.0K-$352026-11-06
Bell Investment Advisors, Inc
INCREASED157156+1+1%$7.9K$7.9K+$512026-10-29
Ashton Thomas Private Wealth, LLC
UNCHANGED15715700%$7.9K$7.9K-$282026-11-03
Horizon Financial Services, LLC
UNCHANGED12912900%$6.5K$6.5K-$232026-11-04
IFG Advisory, LLC
DECREASED113212-99-47%$10.7K$5.7K-$5.0K2026-11-09
Latitude Advisors, LLC
NEW81—+81——$4.1K—2026-10-27
Arlington Trust Co LLC
UNCHANGED373700%$1.9K$1.9K-$62026-10-20
Evolution Wealth Management Inc.
UNCHANGED303000%$1.5K$1.5K-$52026-10-28
Walsh & Associates, LLC
UNCHANGED181800%$910$907-$32026-11-09
PlanVest Financial, Inc
UNCHANGED181800%$899$896-$32026-11-09
First Command Advisory Services, Inc.
NEW17—+17——$857—2026-11-05
Lloyd Advisory Services, Llc.
NEW16—+16——$806—2026-11-02
EverSource Wealth Advisors, LLC
UNCHANGED121200%$607$605-$22026-11-04
MB, Levis & Associates, LLC
UNCHANGED2200%$93$94+$12026-10-16
Balance Wealth Partners LLC
NEW1—+1——$30—2026-10-27
Advisor OS, LLC
CLOSED041,343-41,343-100%$2.1M$0-$2.1M2026-11-03
Mainsail Asset Management, LLC
CLOSED032,124-32,124-100%$1.6M$0-$1.6M2026-10-14
BLB&B Advisors, LLC
CLOSED021,272-21,272-100%$1.1M$0-$1.1M2026-10-27
StoneX Group Inc.
CLOSED015,214-15,214-100%$770.0K$0-$770.0K2026-11-03
Tilson Financial Group, Inc.
CLOSED011,652-11,652-100%$589.3K$0-$589.3K2026-11-09
Tsfg, LLC
CLOSED09,525-9,525-100%$482.0K$0-$482.0K2026-10-23
Bryant Woods Investment Advisors, LLC
CLOSED08,392-8,392-100%$424.5K$0-$424.5K2026-10-26
Prevail Innovative Wealth Advisors, LLC
CLOSED07,723-7,723-100%$390.6K$0-$390.6K2026-10-20
International Assets Investment Management, LLC
CLOSED07,100-7,100-100%$358.0K$0-$358.0K2026-11-02
Nations Financial Group Inc,
CLOSED07,016-7,016-100%$354.9K$0-$354.9K2026-11-05
Peak Financial Advisors LLC
CLOSED06,766-6,766-100%$342.2K$0-$342.2K2026-10-28
Simplicity Wealth,LLC
CLOSED06,023-6,023-100%$304.7K$0-$304.7K2026-10-23
AK Global Asset Management, LLC
CLOSED06,000-6,000-100%$303.5K$0-$303.5K2026-10-27
Verum Partners LLC
CLOSED05,664-5,664-100%$286.5K$0-$286.5K2026-10-21
Wilmington Savings Fund Society, FSB
CLOSED05,498-5,498-100%$278.1K$0-$278.1K2026-10-23
United Advisor Group, LLC
CLOSED05,407-5,407-100%$273.5K$0-$273.5K2026-11-03
Accurate Wealth Management, LLC
CLOSED05,300-5,300-100%$267.4K$0-$267.4K2026-10-20
Jones Kertz & Associates, Inc.
CLOSED05,100-5,100-100%$258.0K$0-$258.0K2026-10-28
Western Wealth Management, LLC
CLOSED04,832-4,832-100%$244.4K$0-$244.4K2026-11-09
Claro Advisors Inc.
CLOSED04,743-4,743-100%$239.9K$0-$239.9K2026-11-02
Central Valley Advisors, LLC
CLOSED04,368-4,368-100%$220.9K$0-$220.9K2026-10-27
Tectonic Advisors LLC
CLOSED04,207-4,207-100%$212.8K$0-$212.8K2026-10-22
Manchester Capital Management LLC
CLOSED04,068-4,068-100%$205.7K$0-$205.7K2026-10-22
SmartHarvest Portfolios, LLC
CLOSED04,035-4,035-100%$204.1K$0-$204.1K2026-10-26
NorthCrest Asset Manangement, LLC
CLOSED04,033-4,033-100%$203.5K$0-$203.5K2026-10-13
Wetzel Investment Advisors, Inc.
CLOSED03,962-3,962-100%$200.4K$0-$200.4K2026-10-13
Cornerstone Planning Group LLC
CLOSED0646-646-100%$32.6K$0-$32.6K2026-10-16
Obsidian CIO, LLC
CLOSED0165-165-100%$8.3K$0-$8.3K2026-11-05
JFS Wealth Advisors, LLC
CLOSED0123-123-100%$6.2K$0-$6.2K2026-11-03
Cherry Tree Wealth Management, LLC
DECREASED0123-123-100%$6.2K$2-$6.2K2026-10-15
FMR LLC
N/A—4,814,831-4,814,831-100%$243.5M———
UBS Group AG
N/A—4,266,367-4,266,367-100%$215.8M———
Bank of America Corp
N/A—3,905,917-3,905,917-100%$197.6M———
Focus Partners Wealth
N/A—3,144,032-3,144,032-100%$159.0M———
BOK Financial Private Wealth, Inc.
N/A—2,097,755-2,097,755-100%$106.1M———
Royal Bank of Canada
N/A—1,864,828-1,864,828-100%$94.3M———
Raymond James Financial Inc
N/A—1,377,331-1,377,331-100%$69.7M———
Iron Gate Global Advisors LLC
N/A—1,368,146-1,368,146-100%$69.2M———
Summit Financial, LLC
N/A—1,203,043-1,203,043-100%$60.8M———
Acorns Advisers, LLC
N/A—1,074,931-1,074,931-100%$54.4M———
BlackRock, Inc.
N/A—1,039,430-1,039,430-100%$52.6M———
Mariner, LLC
N/A—944,326-944,326-100%$47.8M———
Osaic Holdings, Inc.
N/A—911,467-911,467-100%$46.1M———
Envestnet Asset Management Inc
N/A—840,079-840,079-100%$42.5M———
Prosperity Consulting Group, LLC
N/A—762,087-762,087-100%$38.5M———
Stifel Financial Corp
N/A—756,300-756,300-100%$38.3M———
Cetera Investment Advisers
N/A—535,899-535,899-100%$27.1M———
Cary Street Partners Financial LLC
N/A—509,974-509,974-100%$25.8M———
Advisory Services Network, LLC
N/A—487,516-487,516-100%$24.7M———
Sand Hill Global Advisors, LLC
N/A—480,554-480,554-100%$24.3M———
MML Investors Services, LLC
N/A—463,525-463,525-100%$23.4M———
CreativeOne Wealth, LLC
N/A—439,192-439,192-100%$22.2M———
Osborne Partners Capital Management, LLC
N/A—431,446-431,446-100%$21.8M———
Private Advisor Group, LLC
N/A—298,277-298,277-100%$15.1M———
Financial Engines Advisors L.L.C.
N/A—278,787-278,787-100%$14.1M———
Global Retirement Partners, LLC
N/A—243,286-243,286-100%$12.3M———
JPMorgan Chase & Co
N/A—241,976-241,976-100%$12.2M———
Janney Montgomery Scott LLC
N/A—230,259-230,259-100%$11.6M———
Glassy Mountain Advisors, Inc.
N/A—211,676-211,676-100%$10.7M———
Pinnacle Financial Partners, Inc.
N/A—199,512-199,512-100%$10.1M———
RPg Family Wealth Advisory, LLC
N/A—189,177-189,177-100%$9.6M———
Plum Street Advisors, LLC
N/A—184,334-184,334-100%$9.3M———
Beacon Pointe Advisors, LLC
N/A—169,663-169,663-100%$8.6M———
GWN Securities Inc.
N/A—165,073-165,073-100%$8.3M———
Castle Wealth Management LLC
N/A—143,581-143,581-100%$7.3M———
Cerity Partners LLC
N/A—137,823-137,823-100%$7.0M———
Sanctuary Advisors, LLC
N/A—126,173-126,173-100%$6.4M———
Shufro Rose & Co LLC
N/A—121,703-121,703-100%$6.2M———
Mutual Advisors, LLC
N/A—121,409-121,409-100%$6.1M———
Jones Financial Companies Lllp
N/A—120,312-120,312-100%$6.1M———
Fairview Capital Investment Management, LLC
N/A—116,388-116,388-100%$5.9M———
J Hagan Capital, Inc.
N/A—116,325-116,325-100%$5.9M———
Ameritas Advisory Services, LLC
N/A—114,561-114,561-100%$5.8M———
FFT Wealth Management LLC
N/A—111,337-111,337-100%$5.6M———
BFC Planning, Inc.
N/A—108,351-108,351-100%$5.5M———
Maimon Wealth Management Ltd.
N/A—104,115-104,115-100%$5.3M———
Ashford Capital Management Inc
N/A—103,715-103,715-100%$5.2M———
Financial Gravity Companies, Inc.
N/A—103,366-103,366-100%$5.2M———
Veridan Wealth LLC
N/A—102,902-102,902-100%$5.2M———
Sequoia Financial Advisors, LLC
N/A—100,669-100,669-100%$5.1M———
Panoramic Investment Advisors, LLC
N/A—99,644-99,644-100%$5.0M———
Haverford Trust Co
N/A—97,278-97,278-100%$4.9M———
URS Advisory LLC
N/A—93,988-93,988-100%$4.8M———
Legacy Wealth Managment, LLC
N/A—93,803-93,803-100%$4.7M———
Advocacy Wealth Management, LLC
N/A—92,129-92,129-100%$4.7M———
Oakmont Advisory Group, LLC
N/A—80,806-80,806-100%$4.1M———
Captrust Financial Advisors
N/A—79,857-79,857-100%$4.0M———
Arax Advisory Partners
N/A—78,823-78,823-100%$4.0M———
TRB Wealth Management, LLC
N/A—75,751-75,751-100%$3.8M———
Northern Trust Corp
N/A—74,743-74,743-100%$3.8M———
Keystone Financial Group
N/A—72,538-72,538-100%$3.7M———
Steward Partners Investment Advisory, LLC
N/A—71,820-71,820-100%$3.6M———
BNP Paribas Financial Markets
N/A—69,390-69,390-100%$3.5M———
Waverly Advisors, LLC
N/A—68,572-68,572-100%$3.5M———
Northwestern Mutual Wealth Management Co
N/A—67,306-67,306-100%$3.4M———
Mercer Global Advisors Inc
N/A—66,340-66,340-100%$3.4M———
Morgan Stanley
N/A—66,314-66,314-100%$3.4M———
Guardian Wealth Advisors, LLC / NC
N/A—60,367-60,367-100%$3.1M———
Modern Wealth Management, LLC
N/A—56,899-56,899-100%$2.9M———
Landing Point Financial Group, LLC
N/A—55,085-55,085-100%$2.8M———
Zhang Financial LLC
N/A—52,906-52,906-100%$2.7M———
Vista Investment Management
N/A—51,055-51,055-100%$2.6M———
Wills Financial Group LLC
N/A—49,217-49,217-100%$2.5M———
9823 Capital, L.P.
N/A—48,549-48,549-100%$2.5M———
Capital Analysts, LLC
N/A—47,343-47,343-100%$2.4M———
Family Manage LLC
N/A—45,491-45,491-100%$2.3M———
Baird Financial Group, Inc.
N/A—45,310-45,310-100%$2.3M———
NewEdge Advisors, LLC
N/A—43,496-43,496-100%$2.2M———
Rockefeller Capital Management L.P.
N/A—42,837-42,837-100%$2.2M———
Comprehensive Money Management Services LLC
N/A—42,414-42,414-100%$2.1M———
Quantinno Capital Management LP
N/A—41,733-41,733-100%$2.1M———
Cresset Asset Management, LLC
N/A—40,628-40,628-100%$2.1M———
Proficio Capital Partners LLC
N/A—39,325-39,325-100%$2.0M———
Principal Securities, Inc.
N/A—38,717-38,717-100%$2.0M———
Zacks Investment Management
N/A—37,080-37,080-100%$1.9M———
Aptus Capital Advisors, LLC
N/A—34,066-34,066-100%$1.7M———
Composition Wealth, LLC
N/A—33,598-33,598-100%$1.7M———
Orion Capital Management LLC
N/A—33,167-33,167-100%$1.7M———
Vista Cima Wealth Management LLC
N/A—32,085-32,085-100%$1.6M———
Investor's Fiduciary Advisor Network, LLC
N/A—31,183-31,183-100%$1.6M———
Alpha Financial Partners LLC
N/A—30,237-30,237-100%$1.5M———
Talon Private Wealth, LLC
N/A—30,235-30,235-100%$1.5M———
Peapack Gladstone Financial Corp
N/A—29,037-29,037-100%$1.5M———
Stratos Wealth Partners, Ltd.
N/A—28,819-28,819-100%$1.5M———
Two Sigma Securities, LLC
N/A—26,489-26,489-100%$1.3M———
Roehl & Yi Investment Advisors, LLC
N/A—26,264-26,264-100%$26.3K———
Pathstone Holdings, LLC
N/A—26,154-26,154-100%$1.3M———
AssuredPartners Investment Advisors, LLC
N/A—24,759-24,759-100%$1.3M———
Bcgm Wealth Management, LLC
N/A—23,609-23,609-100%$1.2M———
Alongside, LLC
N/A—22,956-22,956-100%$1.2M———
49 Wealth Management, LLC
N/A—22,956-22,956-100%$1.2M———
O'shaughnessy Asset Management, LLC
N/A—22,907-22,907-100%$1.2M———
First National Bank of Omaha
N/A—22,709-22,709-100%$1.1M———
Integrated Wealth Concepts LLC
N/A—22,198-22,198-100%$1.1M———
Bulltick Wealth Management, LLC
N/A—21,838-21,838-100%$1.1M———
Round Rock Advisors LLC
N/A—21,100-21,100-100%$1.1M———
Perennial Investment Advisors, LLC
N/A—20,580-20,580-100%$1.0M———
NewEdge Wealth, LLC
N/A—20,149-20,149-100%$1.0M———
Davis Wealth Advisors, LLC
N/A—19,748-19,748-100%$998.8K———
Wick Capital Partners, LLC
N/A—19,328-19,328-100%$977.6K———
Brand Asset Management Group, Inc.
N/A—18,695-18,695-100%$945.6K———
Whittier Trust Co
N/A—18,311-18,311-100%$923.6K———
Jaffetilchin Investment Partners, LLC
N/A—18,145-18,145-100%$917.8K———
Equitable Holdings, Inc.
N/A—17,978-17,978-100%$909.3K———
Sovereign Financial Group, Inc.
N/A—17,742-17,742-100%$897.4K———
Nicolet Bankshares Inc
N/A—17,174-17,174-100%$866.3K———
Riverstone Advisors, LLC
N/A—16,974-16,974-100%$858.5K———
Bank of Hawaii
N/A—16,892-16,892-100%$854.4K———
Wescap Management Group, Inc.
N/A—16,380-16,380-100%$828.5K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—16,169-16,169-100%$817.8K———
Seeds Investor LLC
N/A—15,361-15,361-100%$777.0K———
Texas Yale Capital Corp.
N/A—15,270-15,270-100%$772.4K———
Argent Advisors, Inc.
N/A—14,862-14,862-100%$751.7K———
AQR Capital Management LLC
N/A—14,748-14,748-100%$746.0K———
Bank of Marin
N/A—14,730-14,730-100%$745.0K———
Regal Investment Advisors LLC
N/A—13,837-13,837-100%$699.9K———
CVA Family Office, LLC
N/A—13,486-13,486-100%$682.1K———
J. M. Brown & Associates Inc.
N/A—13,134-13,134-100%$664.3K———
Red Wave Investments LLC
N/A—13,064-13,064-100%$660.8K———
Marble Wealth, LLC
N/A—12,976-12,976-100%$656.3K———
Tulsa Wealth Advisors, Inc
N/A—12,751-12,751-100%$644.9K———
KM Capital Management Ltd.
N/A—12,718-12,718-100%$643.3K———
Inspire Advisors, LLC
N/A—11,607-11,607-100%$587.1K———
Integrated Investment Consultants, LLC
N/A—11,080-11,080-100%$560.4K———
Coppell Advisory Solutions LLC
N/A—10,500-10,500-100%$1.8K———
Wealthspan Partners, LLC
N/A—10,284-10,284-100%$520.2K———
Hexagon Capital Partners LLC
N/A—10,004-10,004-100%$506.0K———
Franklin Resources Inc
N/A—10,000-10,000-100%$505.8K———
LGL Partners, LLC
N/A—9,939-9,939-100%$502.7K———
Applied Capital LLC
N/A—9,854-9,854-100%$498.4K———
WNY Asset Management, LLC
N/A—9,631-9,631-100%$487.1K———
Betterment LLC
N/A—9,576-9,576-100%$484.0K———
Proffitt & Goodson Inc
N/A—9,308-9,308-100%$470.8K———
Fortis Advisors, LLC
N/A—9,010-9,010-100%$455.7K———
Copia Wealth Management
N/A—8,935-8,935-100%$451.9K———
Nvest Financial, LLC
N/A—8,900-8,900-100%$450.2K———
Sandy Cove Advisors, LLC
N/A—8,430-8,430-100%$426.4K———
Summit Trail Advisors, LLC
N/A—8,400-8,400-100%$424.9K———
Octavia Wealth Advisors, LLC
N/A—8,103-8,103-100%$409.9K———
Blair William & Co
N/A—7,909-7,909-100%$400.0K———
Ausdal Financial Partners, Inc.
N/A—7,518-7,518-100%$380.2K———
Alley Investment Management Company, LLC
N/A—7,393-7,393-100%$373.9K———
Peak Retirement Planning, Inc.
N/A—7,305-7,305-100%$369.5K———
Everstar Asset Management, LLC
N/A—7,283-7,283-100%$368.4K———
Kingsview Wealth Management, LLC
N/A—7,042-7,042-100%$356.2K———
Mayflower Financial Advisors, LLC
N/A—6,876-6,876-100%$347.8K———
AE Wealth Management LLC
N/A—6,830-6,830-100%$345.4K———
Lifeworks Advisors, LLC
N/A—6,440-6,440-100%$325.7K———
Magnolia Private Wealth, LLC
N/A—6,172-6,172-100%$312.2K———
Daybright Advisory Services, Inc.
N/A—6,146-6,146-100%$310.7K———
Capstone Financial Advisors, Inc.
N/A—6,093-6,093-100%$308.2K———
Wells Fargo & Company
N/A—6,060-6,060-100%$306.5K———
SageView Advisory Group, LLC
N/A—5,804-5,804-100%$293.6K———
Advisors Capital Management, LLC
N/A—5,748-5,748-100%$290.7K———
Orion Porfolio Solutions, LLC
N/A—5,531-5,531-100%$279.7K———
Goldman Sachs Group Inc
N/A—5,388-5,388-100%$272.5K———
Liberty Wealth Management LLC
N/A—5,281-5,281-100%$267.3K———
Ascent Advisors, LLC
N/A—5,102-5,102-100%$257.2K———
Serenus Wealth Advisors, LLC
N/A—5,062-5,062-100%$256.0K———
Aspen Wealth Strategies, LLC
N/A—4,968-4,968-100%$251.3K———
Maridea Wealth Management LLC
N/A—4,869-4,869-100%$246.3K———
Cofg Advisors, LLC
N/A—4,707-4,707-100%$238.1K———
Scotia Capital Inc.
N/A—4,605-4,605-100%$232.9K———
Thompson David Blair
N/A—4,420-4,420-100%$223.6K———
Empower Advisory Group, LLC
N/A—4,344-4,344-100%$219.7K———
Rehmann Capital Advisory Group
N/A—4,214-4,214-100%$213.1K———
Focus Partners Advisor Solutions, LLC
N/A—4,156-4,156-100%$210.2K———
M1 Capital Management LLC
N/A—4,117-4,117-100%$208.2K———
Galilei Investment Office LLP
N/A—4,000-4,000-100%$202.3K———
Stephens Inc
N/A—3,961-3,961-100%$200.3K———
XTX Topco Ltd
N/A—3,956-3,956-100%$200.1K———
EP Wealth Advisors, LLC
N/A—3,759-3,759-100%$190.1K———
Avalon Trust Co
N/A—3,397-3,397-100%$171.8K———
Cary Street Partners Investment Advisory LLC
N/A—2,814-2,814-100%$142.3K———
Top Private Wealth Llc.
N/A—2,575-2,575-100%$130.2K———
Bogart Wealth, LLC
N/A—2,464-2,464-100%$124.6K———
Whittier Trust Co of Nevada Inc
N/A—2,425-2,425-100%$122.3K———
Mpwm Advisory Solutions, LLC
N/A—2,289-2,289-100%$115.8K———
Centaurus Financial, Inc.
N/A—2,172-2,172-100%$110.0K———
Synergy Investment Management, LLC
N/A—2,092-2,092-100%$105.7K———
Atlantic Union Bankshares Corp
N/A—1,910-1,910-100%$96.6K———
Front Row Advisors LLC
N/A—1,166-1,166-100%$58.9K———
Ameriflex Group, Inc.
N/A—1,050-1,050-100%$53.1K———
HHM Wealth Advisors, LLC
N/A—1,014-1,014-100%$51.3K———
Founders Financial Alliance, LLC
N/A—1,000-1,000-100%$50.6K———
Strategic Wealth Partners, Ltd.
N/A—908-908-100%$45.9K———
SOA Wealth Advisors, Llc.
N/A—877-877-100%$44.4K———
Atomic Invest LLC
N/A—871-871-100%$44.0K———
Mcguire Capital Advisors Inc
N/A—671-671-100%$33.9K———
Fiduciary Financial Advisors
N/A—559-559-100%$28.3K———
Crews Bank & Trust
N/A—404-404-100%$20.4K———
Hollencrest Capital Management
N/A—302-302-100%$15.3K———
Ankerstar Wealth, LLC
N/A—294-294-100%$14.9K———
TD Capital Management LLC
N/A—153-153-100%$7.7K———
Leo H. Evart, Inc.
N/A—139-139-100%$7.0K———
Tower Research Capital LLC (TRC)
N/A—100-100-100%$5.1K———
Bernard Wealth Management Corp.
N/A—90-90-100%$4.6K———
Medallion Wealth Advisors, LLC
N/A—90-90-100%$4.6K———
Bellevue Asset Management, LLC
N/A—37-37-100%$1.9K———
Colonial Trust Advisors
N/A—26-26-100%$1.3K———
Smartleaf Asset Management LLC
N/A—2-2-100%$137———
Huntington National Bank
N/A—1-1-100%$51———
Showing 614 of 614 institutions