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Ishares US Infrastructure (IFRA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Wharton Business Group, LLC
DECREASED
Shares1,552,420 from 1,592,700
Change-40,280 (-3%)
Value$85.4M (-$15.0M)
Filed 2026-11-09
LPL Financial LLC
INCREASED
Shares1,308,525 from 1,299,456
Change+9,069 (+1%)
Value$72.0M (-$9.9M)
Filed 2026-11-06
Creative Planning
INCREASED
Shares457,175 from 438,490
Change+18,685 (+4%)
Value$25.2M (-$2.5M)
Filed 2026-11-02
PNC Financial Services Group, Inc.
INCREASED
Shares401,913 from 400,703
Change+1,210 (+0%)
Value$22.1M (-$3.1M)
Filed 2026-11-06
Compound Planning, Inc.
INCREASED
Shares395,671 from 377,211
Change+18,460 (+5%)
Value$21.8M (-$2.0M)
Filed 2026-11-09
Commonwealth Equity Services, LLC
INCREASED
Shares315,059 from 302,932
Change+12,127 (+4%)
Value$17.3M (-$1.8M)
Filed 2026-11-02
Evergreen Capital Management LLC
DECREASED
Shares307,043 from 310,377
Change-3,334 (-1%)
Value$16.9M (-$2.7M)
Filed 2026-10-23
TrustBank
INCREASED
Shares222,642 from 216,341
Change+6,301 (+3%)
Value$12.3M (-$1.4M)
Filed 2026-10-20
Thrivent Financial for Lutherans
INCREASED
Shares217,432 from 174,504
Change+42,928 (+25%)
Value$12.0M (+$1.0M)
Filed 2026-11-05
Wealthcare Advisory Partners LLC
INCREASED
Shares216,525 from 205,700
Change+10,825 (+5%)
Value$11.9M (-$1.1M)
Filed 2026-10-21
HighTower Advisors, LLC
INCREASED
Shares194,912 from 183,000
Change+11,912 (+7%)
Value$10.7M (-$810.3K)
Filed 2026-11-10
Laurel Wealth Planning LLC
INCREASED
Shares185,187 from 181,129
Change+4,058 (+2%)
Value$10.2M (-$1.2M)
Filed 2026-11-02
Sage Private Wealth Group, LLC
NEW
Shares142,855
Change+142,855
Value$7.9M
Filed 2026-10-21
Haven Private, LLC
INCREASED
Shares142,516 from 135,365
Change+7,151 (+5%)
Value$7.8M (-$690.8K)
Filed 2026-10-27
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares130,816 from 126,260
Change+4,556 (+4%)
Value$7.2M (-$760.0K)
Filed 2026-11-02
Fifth Third Securities, Inc.
INCREASED
Shares97,132 from 74,872
Change+22,260 (+30%)
Value$5.3M (+$625.2K)
Filed 2026-10-21
Eagle Strategies LLC
INCREASED
Shares82,850 from 79,437
Change+3,413 (+4%)
Value$4.6M (-$448.4K)
Filed 2026-10-16
Consilium Wealth Advisory, LLC
DECREASED
Shares81,365 from 93,051
Change-11,686 (-13%)
Value$4.5M (-$1.4M)
Filed 2026-10-14
Forte Asset Management LLC
INCREASED
Shares80,085 from 62,500
Change+17,585 (+28%)
Value$4.4M (+$467.1K)
Filed 2026-10-13
Hoge Financial Services, LLC
INCREASED
Shares67,769 from 65,856
Change+1,913 (+3%)
Value$3.7M (-$422.2K)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares67,065 from 63,797
Change+3,268 (+5%)
Value$3.7M (-$331.2K)
Filed 2026-11-02
Bouvel Investment Partners, LLC
DECREASED
Shares51,054 from 105,486
Change-54,432 (-52%)
Value$2.8M (-$3.8M)
Filed 2026-10-13
Patton Albertson Miller Group, LLC
DECREASED
Shares49,590 from 51,359
Change-1,769 (-3%)
Value$2.7M (-$508.8K)
Filed 2026-10-26
Forthright Family Wealth Advisory LLC
INCREASED
Shares48,270 from 48,245
Change+25 (+0%)
Value$2.7M (-$385.0K)
Filed 2026-11-03
Western Wealth Management, LLC
DECREASED
Shares47,827 from 54,266
Change-6,439 (-12%)
Value$2.6M (-$789.0K)
Filed 2026-11-09
J. Team Financial, Inc.
INCREASED
Shares47,633 from 37,308
Change+10,325 (+28%)
Value$2.6M (+$269.4K)
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares46,460 from 30,752
Change+15,708 (+51%)
Value$2.6M (+$618.1K)
Filed 2026-10-16
Client 1ST Advisory Group, LLC
INCREASED
Shares46,276 from 42,545
Change+3,731 (+9%)
Value$2.5M (-$135.4K)
Filed 2026-10-19
Farther Finance Advisors, LLC
INCREASED
Shares45,565 from 45,023
Change+542 (+1%)
Value$2.5M (-$330.9K)
Filed 2026-10-08
Avidian Wealth Enterprises, LLC
INCREASED
Shares43,107 from 14,209
Change+28,898 (+203%)
Value$2.4M (+$1.5M)
Filed 2026-10-08
J.W. Cole Advisors, Inc.
DECREASED
Shares40,966 from 45,071
Change-4,105 (-9%)
Value$2.3M (-$587.0K)
Filed 2026-11-05
Money Concepts Capital Corp
INCREASED
Shares40,771 from 39,608
Change+1,163 (+3%)
Value$2.2M (-$253.2K)
Filed 2026-11-06
Strategy Asset Managers LLC
INCREASED
Shares39,821 from 38,118
Change+1,703 (+4%)
Value$2.2M (-$211.6K)
Filed 2026-10-14
BG Investment Services, LLC
INCREASED
Shares39,460 from 39,289
Change+171 (+0%)
Value$2.2M (-$305.3K)
Filed 2026-10-23
Lane Brothers & Co Inc
DECREASED
Shares36,874 from 61,640
Change-24,766 (-40%)
Value$2.0M (-$1.9M)
Filed 2026-11-02
Aventus Investment Advisors, Inc.
DECREASED
Shares36,013 from 36,050
Change-37 (0%)
Value$2.0M (-$290.8K)
Filed 2026-10-09
Arrien Investments, Inc.
INCREASED
Shares32,675 from 32,477
Change+198 (+1%)
Value$1.8M (-$249.2K)
Filed 2026-10-30
Silverlake Wealth Management LLC
DECREASED
Shares32,030 from 34,557
Change-2,527 (-7%)
Value$1.8M (-$415.9K)
Filed 2026-10-21
Financial Partners Group, Inc
DECREASED
Shares30,950 from 31,874
Change-924 (-3%)
Value$1.7M (-$306.1K)
Filed 2026-10-19
Evolution Wealth Management Inc.
INCREASED
Shares30,686 from 22,194
Change+8,492 (+38%)
Value$1.7M (+$289.6K)
Filed 2026-10-28
Diversify Advisory Services, LLC
INCREASED
Shares30,467 from 26,605
Change+3,862 (+15%)
Value$1.7M (+$76.9K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares30,467 from 26,605
Change+3,862 (+15%)
Value$1.7M (+$76.9K)
Filed 2026-10-20
Warner Financial, Inc
DECREASED
Shares29,747 from 30,403
Change-656 (-2%)
Value$1.6M (-$279.7K)
Filed 2026-11-06
Chicago Partners Investment Group LLC
INCREASED
Shares29,467 from 22,312
Change+7,155 (+32%)
Value$1.7M (+$266.9K)
Filed 2026-10-27
Herbst Group, LLC
DECREASED
Shares28,905 from 30,190
Change-1,285 (-4%)
Value$1.6M (-$312.5K)
Filed 2026-10-20
Urban Wealth Management, LLC
DECREASED
Shares27,949 from 36,232
Change-8,283 (-23%)
Value$1.5M (-$746.0K)
Filed 2026-10-21
US Bancorp \de\
INCREASED
Shares26,838 from 8,999
Change+17,839 (+198%)
Value$1.5M (+$909.6K)
Filed 2026-11-05
Wealthcare Capital Partners, LLC
INCREASED
Shares26,828 from 26,128
Change+700 (+3%)
Value$1.5M (-$170.8K)
Filed 2026-10-21
Visionary Wealth Advisors
INCREASED
Shares26,475 from 23,638
Change+2,837 (+12%)
Value$1.5M (-$33.2K)
Filed 2026-11-04
Simon Quick Advisors, LLC
DECREASED
Shares25,664 from 31,250
Change-5,586 (-18%)
Value$1.4M (-$557.7K)
Filed 2026-10-26
Concurrent Investment Advisors, LLC
INCREASED
Shares24,038 from 22,817
Change+1,221 (+5%)
Value$1.3M (-$115.6K)
Filed 2026-10-16
S&A Financial Services, Inc.
INCREASED
Shares23,869 from 22,137
Change+1,732 (+8%)
Value$1.3M (-$82.0K)
Filed 2026-11-03
Sovran Advisors, LLC
INCREASED
Shares21,672 from 20,155
Change+1,517 (+8%)
Value$1.3M (+$59.7K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares20,476 from 17,545
Change+2,931 (+17%)
Value$1.2M (+$77.7K)
Filed 2026-10-13
Waterfront Wealth Inc.
INCREASED
Shares20,049 from 17,681
Change+2,368 (+13%)
Value$1.1M (+$44.4K)
Filed 2026-11-03
Evolution Wealth Advisors, LLC
DECREASED
Shares19,465 from 20,690
Change-1,225 (-6%)
Value$1.1M (-$233.1K)
Filed 2026-11-03
Park Avenue Securities LLC
INCREASED
Shares19,289 from 16,935
Change+2,354 (+14%)
Value$1.1M (-$7.0K)
Filed 2026-10-26
PKS Advisory Services, LLC
UNCHANGED
Shares19,115 from 19,115
Change0 (0%)
Value$1.2M ($0)
Filed 2026-10-26
Signature Estate & Investment Advisors LLC
INCREASED
Shares18,921 from 16,741
Change+2,180 (+13%)
Value$1.0M (-$14.1K)
Filed 2026-10-13
Sagespring Wealth Partners, LLC
INCREASED
Shares17,690 from 16,591
Change+1,099 (+7%)
Value$973.5K (-$72.4K)
Filed 2026-10-22
Sound Financial Strategies Group, LLC
DECREASED
Shares17,587 from 18,140
Change-553 (-3%)
Value$967.8K (-$175.7K)
Filed 2026-10-30
Indivisible Partners
INCREASED
Shares17,385 from 15,217
Change+2,168 (+14%)
Value$956.7K (-$2.6K)
Filed 2026-10-26
Investment Management Corp
INCREASED
Shares17,364 from 16,276
Change+1,088 (+7%)
Value$955.5K (-$70.5K)
Filed 2026-11-03
Merit Financial Group, LLC
DECREASED
Shares17,345 from 18,186
Change-841 (-5%)
Value$954.5K (-$192.0K)
Filed 2026-11-06
Hibernia Wealth Partners, LLC
INCREASED
Shares17,271 from 16,713
Change+558 (+3%)
Value$950.4K (-$103.1K)
Filed 2026-10-29
Elm3 Financial Group, LLC
DECREASED
Shares17,225 from 18,111
Change-886 (-5%)
Value$947.9K (-$193.9K)
Filed 2026-10-07
Citizens Financial Group Inc
DECREASED
Shares16,734 from 38,828
Change-22,094 (-57%)
Value$920.9K (-$1.5M)
Filed 2026-10-23
Fifth Third Bancorp
DECREASED
Shares15,958 from 21,338
Change-5,380 (-25%)
Value$878.1K (-$467.0K)
Filed 2026-11-05
Insight Wealth Partners, LLC
DECREASED
Shares15,589 from 16,453
Change-864 (-5%)
Value$857.9K (-$179.3K)
Filed 2026-10-26
Truist Financial Corp
DECREASED
Shares15,281 from 15,643
Change-362 (-2%)
Value$840.9K (-$145.2K)
Filed 2026-10-30
Werba Rubin Papier Wealth Management
INCREASED
Shares15,141 from 15,072
Change+69 (+0%)
Value$833.2K (-$116.9K)
Filed 2026-11-06
Swmg, LLC
DECREASED
Shares14,765 from 14,945
Change-180 (-1%)
Value$843.1K (-$83.8K)
Filed 2026-10-23
NWF Advisory Services Inc.
UNCHANGED
Shares14,760 from 14,760
Change0 (0%)
Value$812.2K (-$118.2K)
Filed 2026-10-19
Riverbend Wealth Management, LLC
INCREASED
Shares14,722 from 12,053
Change+2,669 (+22%)
Value$810.1K (+$50.3K)
Filed 2026-10-15
Lewis Asset Management, LLC
INCREASED
Shares14,445 from 13,047
Change+1,398 (+11%)
Value$794.9K (-$27.6K)
Filed 2026-10-14
Financial Perspectives, Inc
UNCHANGED
Shares13,635 from 13,635
Change0 (0%)
Value$750.4K (-$109.2K)
Filed 2026-11-03
Kickstand Ventures, Llc.
DECREASED
Shares13,625 from 13,826
Change-201 (-1%)
Value$749.8K (-$121.8K)
Filed 2026-11-09
Harbour Investments, Inc.
INCREASED
Shares12,739 from 12,508
Change+231 (+2%)
Value$701.0K (-$87.5K)
Filed 2026-11-09
KPP Advisory Services LLC
INCREASED
Shares12,584 from 12,559
Change+25 (+0%)
Value$692.5K (-$99.2K)
Filed 2026-10-26
Pines Wealth Management, LLC
INCREASED
Shares12,319 from 11,670
Change+649 (+6%)
Value$677.9K (-$57.8K)
Filed 2026-10-21
Creekside Partners
INCREASED
Shares12,161 from 12,151
Change+10 (+0%)
Value$669.2K (-$96.8K)
Filed 2026-11-04
Moss Adams Wealth Advisors LLC
UNCHANGED
Shares11,586 from 11,586
Change0 (0%)
Value$637.6K (-$92.8K)
Filed 2026-10-28
Laurel OAK Wealth Management, LLC
DECREASED
Shares11,495 from 12,157
Change-662 (-5%)
Value$632.6K (-$133.8K)
Filed 2026-10-19
Maia Wealth LLC
DECREASED
Shares11,491 from 14,178
Change-2,687 (-19%)
Value$632.4K (-$261.5K)
Filed 2026-10-19
Choreo, LLC
INCREASED
Shares11,223 from 8,155
Change+3,068 (+38%)
Value$617.6K (+$103.5K)
Filed 2026-10-28
Apollon Wealth Management, LLC
DECREASED
Shares11,183 from 11,625
Change-442 (-4%)
Value$615.4K (-$117.4K)
Filed 2026-10-23
Sage Capital Management, LLC
INCREASED
Shares11,035 from 11,027
Change+8 (+0%)
Value$607.3K (-$87.9K)
Filed 2026-10-20
HB Wealth Management, LLC
INCREASED
Shares10,913 from 8,516
Change+2,397 (+28%)
Value$600.5K (+$63.6K)
Filed 2026-10-23
180 Wealth Advisors, LLC
INCREASED
Shares10,627 from 10,473
Change+154 (+1%)
Value$584.8K (-$75.4K)
Filed 2026-11-03
First Heartland Consultants, Inc.
INCREASED
Shares10,595 from 10,594
Change+1 (+0%)
Value$583.1K (-$84.8K)
Filed 2026-10-08
Allen Capital Group, LLC
UNCHANGED
Shares10,560 from 10,560
Change0 (0%)
Value$581.1K (-$84.6K)
Filed 2026-10-27
Central Trust Co
UNCHANGED
Shares10,560 from 10,560
Change0 (0%)
Value$581.1K (-$84.6K)
Filed 2026-11-05
TPG Advisors LLC
INCREASED
Shares10,510 from 10,214
Change+296 (+3%)
Value$578.4K (-$65.5K)
Filed 2026-10-16
VestGen Advisors, LLC
INCREASED
Shares10,224 from 10,201
Change+23 (+0%)
Value$562.6K (-$80.5K)
Filed 2026-10-27
Bank of Montreal
UNCHANGED
Shares10,213 from 10,213
Change0 (0%)
Value$562.0K (-$81.8K)
Filed 2026-11-09
Independent Financial Group, LLC
DECREASED
Shares9,952 from 10,042
Change-90 (-1%)
Value$547.7K (-$85.4K)
Filed 2026-10-13
Kingswood Wealth Advisors, LLC
INCREASED
Shares9,747 from 9,580
Change+167 (+2%)
Value$536.4K (-$67.6K)
Filed 2026-10-23
Blue Trust, Inc.
DECREASED
Shares9,711 from 9,758
Change-47 (0%)
Value$534.4K (-$80.8K)
Filed 2026-10-15
Ashton Thomas Private Wealth, LLC
INCREASED
Shares9,622 from 9,104
Change+518 (+6%)
Value$529.5K (-$44.4K)
Filed 2026-11-03
Factor Wealth Management LTD
DECREASED
Shares9,386 from 10,614
Change-1,228 (-12%)
Value$516.5K (-$152.6K)
Filed 2026-10-08
Tenet Wealth Partners, LLC
INCREASED
Shares9,139 from 5,774
Change+3,365 (+58%)
Value$502.9K (+$145.6K)
Filed 2026-10-19
Columbus Macro, LLC
INCREASED
Shares8,962 from 7,396
Change+1,566 (+21%)
Value$493.2K (+$26.9K)
Filed 2026-10-14
Parallel Advisors, LLC
INCREASED
Shares8,858 from 5,127
Change+3,731 (+73%)
Value$487.5K (+$164.2K)
Filed 2026-11-03
SteelPeak Wealth, LLC
DECREASED
Shares8,844 from 8,845
Change-1 (0%)
Value$486.7K (-$70.9K)
Filed 2026-10-16
MGO One Seven LLC
DECREASED
Shares8,790 from 8,961
Change-171 (-2%)
Value$483.7K (-$81.2K)
Filed 2026-10-28
Roman Butler Fullerton & Co
INCREASED
Shares8,789 from 8,688
Change+101 (+1%)
Value$495.3K (-$40.8K)
Filed 2026-10-27
Narus Financial Partners, LLC
INCREASED
Shares8,747 from 6,883
Change+1,864 (+27%)
Value$481.4K (+$47.4K)
Filed 2026-10-19
Ejmk Ventures LLC
INCREASED
Shares8,652 from 8,582
Change+70 (+1%)
Value$476.1K (-$64.9K)
Filed 2026-10-21
Moneco Advisors, LLC
INCREASED
Shares8,559 from 4,760
Change+3,799 (+80%)
Value$471.0K (+$171.0K)
Filed 2026-11-05
TCI Wealth Advisors, Inc.
DECREASED
Shares8,146 from 10,146
Change-2,000 (-20%)
Value$448.3K (-$191.3K)
Filed 2026-10-30
Harbor Investment Advisory, LLC
INCREASED
Shares8,110 from 8,108
Change+2 (+0%)
Value$446.3K (-$64.9K)
Filed 2026-10-13
Marino, Stram & Associates LLC
INCREASED
Shares8,043 from 8,035
Change+8 (+0%)
Value$442.6K (-$63.9K)
Filed 2026-10-22
Sage Mountain Advisors LLC
UNCHANGED
Shares7,682 from 7,682
Change0 (0%)
Value$422.7K (-$61.5K)
Filed 2026-11-02
Keystone Wealth Services, LLC
DECREASED
Shares7,614 from 7,958
Change-344 (-4%)
Value$422.7K (-$79.0K)
Filed 2026-11-03
Sun Group Wealth Partners
INCREASED
Shares7,561 from 6,718
Change+843 (+13%)
Value$416.1K (-$7.4K)
Filed 2026-10-26
Quadrant Private Wealth Management, LLC
INCREASED
Shares7,443 from 7,441
Change+2 (+0%)
Value$409.6K (-$59.5K)
Filed 2026-11-04
Lakeshore Financial Planning, Inc.
UNCHANGED
Shares7,326 from 7,326
Change0 (0%)
Value$403.2K (-$58.7K)
Filed 2026-10-13
Ulrich Consultants & Investment Group, LLC
NEW
Shares7,320
Change+7,320
Value$402.8K
Filed 2026-10-13
Balboa Wealth Partners
DECREASED
Shares7,178 from 12,766
Change-5,588 (-44%)
Value$395.0K (-$409.7K)
Filed 2026-10-20
BIP Wealth, LLC
INCREASED
Shares7,138 from 7,110
Change+28 (+0%)
Value$392.8K (-$55.4K)
Filed 2026-10-22
Fiduciary Alliance LLC
DECREASED
Shares7,108 from 7,226
Change-118 (-2%)
Value$391.2K (-$64.4K)
Filed 2026-10-13
Oak Barrel Wealth Advisory LLC
INCREASED
Shares6,918 from 6,901
Change+17 (+0%)
Value$380.7K (-$54.4K)
Filed 2026-11-05
Wealthcare Capital Management LLC
DECREASED
Shares6,897 from 7,064
Change-167 (-2%)
Value$379.6K (-$65.7K)
Filed 2026-10-21
Sheets Smith Wealth Management
DECREASED
Shares6,762 from 6,854
Change-92 (-1%)
Value$372.1K (-$60.0K)
Filed 2026-10-16
Saxon Interests, Inc.
DECREASED
Shares6,655 from 14,235
Change-7,580 (-53%)
Value$366.2K (-$531.2K)
Filed 2026-10-26
Beacon Financial Group
DECREASED
Shares6,603 from 6,659
Change-56 (-1%)
Value$363.4K (-$56.4K)
Filed 2026-10-19
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares6,536 from 6,646
Change-110 (-2%)
Value$359.7K (-$59.3K)
Filed 2026-10-14
Sigma Planning Corp
DECREASED
Shares6,512 from 7,634
Change-1,122 (-15%)
Value$357.8K (-$123.4K)
Filed 2026-10-23
Moors & Cabot, Inc.
DECREASED
Shares6,476 from 6,591
Change-115 (-2%)
Value$356.4K (-$59.1K)
Filed 2026-11-06
Proactive Wealth Strategies LLC
DECREASED
Shares6,465 from 6,565
Change-100 (-2%)
Value$355.8K (-$58.0K)
Filed 2026-11-09
TSA Wealth Managment LLC
DECREASED
Shares6,410 from 6,414
Change-4 (0%)
Value$352.7K (-$51.6K)
Filed 2026-10-22
OpenArc Corporate Advisory, LLC
DECREASED
Shares6,302 from 6,543
Change-241 (-4%)
Value$346.8K (-$65.7K)
Filed 2026-10-21
Flagship Harbor Advisors, LLC
INCREASED
Shares6,218 from 6,217
Change+1 (+0%)
Value$342.2K (-$49.7K)
Filed 2026-10-26
Allworth Financial LP
UNCHANGED
Shares6,150 from 6,150
Change0 (0%)
Value$387.7K ($0)
Filed 2026-11-06
Horst & Graben Wealth Management LLC
DECREASED
Shares5,948 from 6,007
Change-59 (-1%)
Value$327.3K (-$44.4K)
Filed 2026-11-02
Asempa Wealth Advisors
INCREASED
Shares5,903 from 5,890
Change+13 (+0%)
Value$327.8K (-$43.5K)
Filed 2026-10-07
Lanark Financial, Inc.
DECREASED
Shares5,837 from 6,034
Change-197 (-3%)
Value$321.2K (-$59.2K)
Filed 2026-10-26
Cypress Wealth Services, LLC
DECREASED
Shares5,755 from 5,964
Change-209 (-3%)
Value$326.3K (-$49.7K)
Filed 2026-10-21
CoreCap Advisors, LLC
DECREASED
Shares5,557 from 6,401
Change-844 (-13%)
Value$305.8K (-$97.7K)
Filed 2026-10-08
Magnus Financial Group LLC
UNCHANGED
Shares5,470 from 5,470
Change0 (0%)
Value$301.0K (-$43.8K)
Filed 2026-10-21
Calder Financial LLC
DECREASED
Shares5,297 from 5,323
Change-26 (0%)
Value$291.5K (-$44.1K)
Filed 2026-10-13
GenTrust, LLC
NEW
Shares5,264
Change+5,264
Value$289.7K
Filed 2026-11-06
Sharkey, Howes & Javer
UNCHANGED
Shares5,231 from 5,231
Change0 (0%)
Value$287.9K (-$41.9K)
Filed 2026-10-22
Oppenheimer & Co Inc
INCREASED
Shares5,197 from 4,172
Change+1,025 (+25%)
Value$286.0K (+$23.0K)
Filed 2026-10-26
LaFleur & Godfrey LLC
DECREASED
Shares5,122 from 5,223
Change-101 (-2%)
Value$281.9K (-$47.4K)
Filed 2026-10-27
Atria Investments, Inc
INCREASED
Shares5,117 from 4,483
Change+634 (+14%)
Value$281.6K (-$1.0K)
Filed 2026-10-15
Marks Group Wealth Management, Inc
UNCHANGED
Shares4,924 from 4,924
Change0 (0%)
Value$271.0K (-$39.4K)
Filed 2026-11-05
West Wealth Group, LLC
INCREASED
Shares4,707 from 4,703
Change+4 (+0%)
Value$259.1K (-$37.5K)
Filed 2026-10-14
Donalies Financial Planning, LLC
INCREASED
Shares4,652 from 4,638
Change+14 (+0%)
Value$256.0K (-$36.4K)
Filed 2026-10-19
Apollon Financial, LLC
INCREASED
Shares4,608 from 4,458
Change+150 (+3%)
Value$253.6K (-$27.5K)
Filed 2026-10-23
First Horizon Corp
UNCHANGED
Shares4,586 from 4,586
Change0 (0%)
Value$252.4K (-$36.7K)
Filed 2026-10-26
Mainstream Capital Management LLC
DECREASED
Shares4,498 from 6,307
Change-1,809 (-29%)
Value$247.5K (-$150.1K)
Filed 2026-10-23
Patriot Investment Management Group, Inc.
DECREASED
Shares4,438 from 4,595
Change-157 (-3%)
Value$244.2K (-$45.4K)
Filed 2026-10-15
Trek Financial, LLC
INCREASED
Shares4,407 from 4,001
Change+406 (+10%)
Value$242.5K (-$9.7K)
Filed 2026-10-29
Ridgeline Wealth, LLC
DECREASED
Shares4,362 from 4,442
Change-80 (-2%)
Value$249.7K (-$30.4K)
Filed 2026-10-14
Kavar Capital Partners Group, LLC
UNCHANGED
Shares4,230 from 4,230
Change0 (0%)
Value$232.8K (-$33.9K)
Filed 2026-11-06
Firestone Capital Management
INCREASED
Shares4,145 from 4,064
Change+81 (+2%)
Value$228.1K (-$28.1K)
Filed 2026-11-03
Ritholtz Wealth Management
DECREASED
Shares4,135 from 6,008
Change-1,873 (-31%)
Value$227.5K (-$151.2K)
Filed 2026-11-05
Fortitude Financial, LLC
NEW
Shares4,108
Change+4,108
Value$226.1K
Filed 2026-10-19
D.A. Davidson & Co.
INCREASED
Shares4,058 from 4,037
Change+21 (+1%)
Value$223.3K (-$31.2K)
Filed 2026-10-28
Dynamic Advisor Solutions LLC
DECREASED
Shares4,011 from 16,699
Change-12,688 (-76%)
Value$220.7K (-$832.0K)
Filed 2026-10-13
Keeler & Nadler Financial Planning & Wealth Management
DECREASED
Shares3,858 from 6,676
Change-2,818 (-42%)
Value$212.3K (-$208.5K)
Filed 2026-10-28
J. Safra Sarasin Holding AG
UNCHANGED
Shares3,846 from 3,846
Change0 (0%)
Value$213.5K (-$30.4K)
Filed 2026-10-26
Vawter Financial, Ltd.
UNCHANGED
Shares3,670 from 3,670
Change0 (0%)
Value$202.0K (-$29.4K)
Filed 2026-11-10
Soltis Investment Advisors LLC
NEW
Shares3,660
Change+3,660
Value$201.4K
Filed 2026-10-28
Compass Financial Management LLC
INCREASED
Shares3,463 from 1
Change+3,462 (+346200%)
Value$190.6K (+$190.5K)
Filed 2026-10-30
Valley National Advisers Inc
UNCHANGED
Shares3,360 from 3,360
Change0 (0%)
Value$184.9K (-$26.9K)
Filed 2026-10-23
Clearstead Advisors, LLC
DECREASED
Shares3,266 from 3,358
Change-92 (-3%)
Value$179.7K (-$32.0K)
Filed 2026-11-06
Armstrong Advisory Group, Inc
UNCHANGED
Shares3,132 from 3,132
Change0 (0%)
Value$172.4K (-$25.1K)
Filed 2026-10-09
Spire Wealth Management
DECREASED
Shares3,010 from 3,041
Change-31 (-1%)
Value$165.7K (-$26.0K)
Filed 2026-10-30
Vima LLC
INCREASED
Shares2,989 from 2,201
Change+788 (+36%)
Value$164.5K (+$25.7K)
Filed 2026-10-23
Provenance Wealth Advisors, LLC
INCREASED
Shares2,867 from 2,459
Change+408 (+17%)
Value$157.8K (+$2.8K)
Filed 2026-10-30
Private Trust Co NA
DECREASED
Shares2,849 from 2,954
Change-105 (-4%)
Value$156.8K (-$29.4K)
Filed 2026-10-20
Physician Wealth Advisors, Inc.
INCREASED
Shares2,756 from 2,727
Change+29 (+1%)
Value$151.7K (-$20.2K)
Filed 2026-10-20
Assetmark, Inc
INCREASED
Shares2,686 from 2,597
Change+89 (+3%)
Value$147.8K (-$15.9K)
Filed 2026-10-21
Mascoma Wealth Management LLC
INCREASED
Shares2,629 from 2,626
Change+3 (+0%)
Value$144.7K (-$20.9K)
Filed 2026-10-23
Latitude Advisors, LLC
NEW
Shares2,407
Change+2,407
Value$132.5K
Filed 2026-10-27
Midwest Capital Advisors, LLC
UNCHANGED
Shares2,141 from 2,141
Change0 (0%)
Value$117.8K (-$17.1K)
Filed 2026-11-04
Grove Bank & Trust
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$110.1K (-$16.0K)
Filed 2026-10-08
Balance Wealth Partners LLC
NEW
Shares1,927
Change+1,927
Value$106.0K
Filed 2026-10-27
Activest Wealth Management
UNCHANGED
Shares1,900 from 1,900
Change0 (0%)
Value$104.6K (-$15.2K)
Filed 2026-10-15
Root Financial Partners, LLC
NEW
Shares1,644
Change+1,644
Value$90.5K
Filed 2026-10-21
TD Waterhouse Canada Inc.
UNCHANGED
Shares1,508 from 1,508
Change0 (0%)
Value$83.9K (-$9.5K)
Filed 2026-10-16
Bessemer Group Inc
NEW
Shares1,500
Change+1,500
Value$83.0K
Filed 2026-11-09
Mather Group, Llc.
INCREASED
Shares1,451 from 642
Change+809 (+126%)
Value$79.8K (+$39.4K)
Filed 2026-10-14
Mosley Wealth Management
INCREASED
Shares1,399 from 1,387
Change+12 (+1%)
Value$79.2K (-$8.3K)
Filed 2026-10-16
Cullen T Bankers, Inc.
UNCHANGED
Shares1,375 from 1,375
Change0 (0%)
Value$75.7K (-$11.0K)
Filed 2026-10-28
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$71.5K (-$10.4K)
Filed 2026-10-15
Golden State Wealth Management, LLC
INCREASED
Shares1,275 from 1,271
Change+4 (+0%)
Value$70.2K (-$10.0K)
Filed 2026-11-02
EverSource Wealth Advisors, LLC
UNCHANGED
Shares1,251 from 1,251
Change0 (0%)
Value$68.9K (-$10.0K)
Filed 2026-11-04
Clearstead Trust, LLC
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$66.0K (-$9.6K)
Filed 2026-11-06
Geneos Wealth Management Inc.
INCREASED
Shares1,169 from 1,166
Change+3 (+0%)
Value$64.3K (-$9.2K)
Filed 2026-11-09
Creative Financial Designs Inc
INCREASED
Shares1,163 from 1,160
Change+3 (+0%)
Value$64.0K (-$9.1K)
Filed 2026-11-04
PlanVest Financial, Inc
INCREASED
Shares1,126 from 305
Change+821 (+269%)
Value$62.0K (+$42.8K)
Filed 2026-11-09
Hazlett, Burt & Watson, Inc.
INCREASED
Shares1,101 from 901
Change+200 (+22%)
Value$55.0K (+$30.0K)
Filed 2026-11-04
Elevation Wealth Partners, LLC
INCREASED
Shares1,080 from 1,075
Change+5 (+0%)
Value$59.4K (-$8.3K)
Filed 2026-10-07
Capital Investment Advisory Services, LLC
DECREASED
Shares1,055 from 1,155
Change-100 (-9%)
Value$58.1K (-$14.8K)
Filed 2026-10-30
Flagship Wealth Advisors, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$55.0K (-$8.0K)
Filed 2026-11-03
Chapman Financial Group, LLC
UNCHANGED
Shares946 from 946
Change0 (0%)
Value$52.1K (-$7.6K)
Filed 2026-10-26
Harbor Asset Planning, Inc.
INCREASED
Shares931 from 927
Change+4 (+0%)
Value$51.2K (-$7.2K)
Filed 2026-10-23
Ascentis Wealth Management, LLC
INCREASED
Shares903 from 205
Change+698 (+340%)
Value$49.7K (+$36.8K)
Filed 2026-11-03
American National Bank & Trust
UNCHANGED
Shares789 from 789
Change0 (0%)
Value$43.4K (-$6.3K)
Filed 2026-10-07
Signature Equity Partners, LLC
UNCHANGED
Shares688 from 688
Change0 (0%)
Value$37.9K (-$5.5K)
Filed 2026-10-29
Arlington Trust Co LLC
UNCHANGED
Shares648 from 648
Change0 (0%)
Value$35.7K (-$5.2K)
Filed 2026-10-20
Russell Investments Group, Ltd.
DECREASED
Shares625 from 672
Change-47 (-7%)
Value$34.4K (-$8.0K)
Filed 2026-11-06
N.E.W. Advisory Services LLC
INCREASED
Shares605 from 575
Change+30 (+5%)
Value$33.3K (-$3.0K)
Filed 2026-11-09
Rossby Financial, LCC
INCREASED
Shares584 from 103
Change+481 (+467%)
Value$32.1K (+$25.6K)
Filed 2026-11-05
Bayban
UNCHANGED
Shares506 from 506
Change0 (0%)
Value$31.9K ($0)
Filed 2026-11-05
Zions Bancorporation, National Association
UNCHANGED
Shares477 from 477
Change0 (0%)
Value$26.2K (-$3.8K)
Filed 2026-11-06
IFG Advisory, LLC
INCREASED
Shares427 from 425
Change+2 (+0%)
Value$23.5K (-$3.3K)
Filed 2026-11-09
North Star Investment Management Corp.
UNCHANGED
Shares415 from 415
Change0 (0%)
Value$22.8K (-$3.3K)
Filed 2026-10-27
Balentine LLC
UNCHANGED
Shares409 from 409
Change0 (0%)
Value$22.5K (-$3.3K)
Filed 2026-11-03
Simplex Trading, LLC
DECREASED
Shares394 from 456
Change-62 (-14%)
Value$21.7K (-$7.1K)
Filed 2026-11-04
Murphy & Mullick Capital Management Corp
INCREASED
Shares385 from 384
Change+1 (+0%)
Value$21.2K (-$3.0K)
Filed 2026-11-02
UMB Bank, n.a.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$16.5K (-$2.4K)
Filed 2026-11-06
Nvwm, LLC
NEW
Shares281
Change+281
Value$15.5K
Filed 2026-10-14
AlphaCore Capital LLC
UNCHANGED
Shares264 from 264
Change0 (0%)
Value$14.5K (-$2.1K)
Filed 2026-11-04
First Pacific Financial
NEW
Shares262
Change+262
Value$14.4K
Filed 2026-10-14
Investment Research & Advisory Group, Inc.
INCREASED
Shares239 from 238
Change+1 (+0%)
Value$13.1K (-$1.8K)
Filed 2026-10-19
Washington Trust Advisors, Inc.
DECREASED
Shares238 from 424
Change-186 (-44%)
Value$13.1K (-$13.6K)
Filed 2026-10-22
Jnba Financial Advisors
UNCHANGED
Shares221 from 221
Change0 (0%)
Value$12.2K (-$1.8K)
Filed 2026-11-03
Caldwell Sutter Capital, Inc.
INCREASED
Shares186 from 143
Change+43 (+30%)
Value$10.2K (+$1.2K)
Filed 2026-11-09
Gleason Group, Inc.
INCREASED
Shares180 from 179
Change+1 (+1%)
Value$9.9K (-$1.4K)
Filed 2026-10-15
Transce3nd, LLC
NEW
Shares178
Change+178
Value$10.1K
Filed 2026-10-26
Keystone Financial Group, Inc.
INCREASED
Shares170 from 169
Change+1 (+1%)
Value$9.4K (-$1.3K)
Filed 2026-10-13
Downshift Financial, LLC
INCREASED
Shares167 from 30
Change+137 (+457%)
Value$9.2K (+$7.3K)
Filed 2026-10-13
J. R. Prunier Capital Management LLC
INCREASED
Shares162 from 161
Change+1 (+1%)
Value$8.9K (-$1.3K)
Filed 2026-11-09
CX Institutional
INCREASED
Shares161 from 160
Change+1 (+1%)
Value$9 (-$1)
Filed 2026-10-02
City Holding Co
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$6.3K (-$922)
Filed 2026-10-19
Versant Capital Management, Inc
UNCHANGED
Shares113 from 113
Change0 (0%)
Value$6.2K (-$906)
Filed 2026-10-02
Pacifica Partners Inc.
NEW
Shares104
Change+104
Value$5.8K
Filed 2026-10-09
Triumph Capital Management
DECREASED
Shares100 from 113
Change-13 (-11%)
Value$5.5K (-$1.6K)
Filed 2026-10-14
Larson Financial Group LLC
NEW
Shares82
Change+82
Value$4.5K
Filed 2026-11-05
Heritage Family Offices, LLP
NEW
Shares80
Change+80
Value$4.4K
Filed 2026-11-02
Nemes Rush Group LLC
UNCHANGED
Shares79 from 79
Change0 (0%)
Value$4.3K (-$610)
Filed 2026-11-04
GK Wealth Management LLC
NEW
Shares74
Change+74
Value$4.1K
Filed 2026-10-09
Tompkins Financial Corp
UNCHANGED
Shares74 from 74
Change0 (0%)
Value$4.1K (-$593)
Filed 2026-10-05
First Bancorp, Inc
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$3.9K (-$569)
Filed 2026-10-26
Key FInancial Inc
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$3.8K (-$553)
Filed 2026-11-02
Cape Investment Advisory, Inc.
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$3.5K (-$513)
Filed 2026-10-13
High Note Wealth, LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$2.8K (-$408)
Filed 2026-10-27
Financial Freedom, LLC
NEW
Shares47
Change+47
Value$2.6K
Filed 2026-11-06
Darwin Wealth Management, LLC
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$2.1K (-$291)
Filed 2026-11-09
Nova Financial LLC
NEW
Shares36
Change+36
Value$2.0K
Filed 2026-11-04
Caldwell Trust Co
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$2.0K (-$288)
Filed 2026-10-30
JFS Wealth Advisors, LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$1.9K (-$272)
Filed 2026-11-03
Ashton Thomas Securities, LLC
NEW
Shares32
Change+32
Value$1.8K
Filed 2026-10-26
NBT Bank, N.A.
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$1.7K (-$240)
Filed 2026-10-21
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$1.4K (-$208)
Filed 2026-10-27
Ascentis Independent Advisors
NEW
Shares23
Change+23
Value$1.3K
Filed 2026-11-03
West Paces Advisors Inc.
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$1.2K (-$176)
Filed 2026-10-13
Signaturefd, LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$1.2K (-$176)
Filed 2026-10-23
Retirement Wealth Solutions LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.1K (-$194)
Filed 2026-10-07
Abound Wealth Management
NEW
Shares18
Change+18
Value$991
Filed 2026-10-26
Alerus Financial NA
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$880 (-$129)
Filed 2026-11-09
Hilton Head Capital Partners, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$825 (-$121)
Filed 2026-10-23
Barrett & Company, Inc.
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$715 (-$105)
Filed 2026-10-22
Duncker Streett & Co Inc
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$715 (-$105)
Filed 2026-10-27
Meramec Financial Planners, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$627 (-$64)
Filed 2026-11-09
Polaris Financial Partners
NEW
Shares10
Change+10
Value$1
Filed 2026-10-02
Biltmore Family Office, LLC
NEW
Shares9
Change+9
Value$495
Filed 2026-11-03
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$449 (-$47)
Filed 2026-11-04
Mechanics Financial Corp
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$385 (-$56)
Filed 2026-11-05
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$114 (-$16)
Filed 2026-10-28
Horizon Wealth Management, LLC
CLOSED
Shares0 from 167,863
Change-167,863 (-100%)
Value$0 (-$10.6M)
Filed 2026-11-02
Apeiron RIA LLC
CLOSED
Shares0 from 16,042
Change-16,042 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-08
Strategic Blueprint, LLC
CLOSED
Shares0 from 10,750
Change-10,750 (-100%)
Value$0 (-$677.7K)
Filed 2026-10-22
Y-Intercept (Hong Kong) Ltd
CLOSED
Shares0 from 9,058
Change-9,058 (-100%)
Value$0 (-$571.0K)
Filed 2026-10-16
RMG Wealth Management LLC
CLOSED
Shares0 from 7,245
Change-7,245 (-100%)
Value$0 (-$180.0K)
Filed 2026-10-26
Prospera Financial Services Inc
CLOSED
Shares0 from 5,549
Change-5,549 (-100%)
Value$0 (-$349.9K)
Filed 2026-11-04
Robertson Stephens Wealth Management, LLC
CLOSED
Shares0 from 5,105
Change-5,105 (-100%)
Value$0 (-$321.8K)
Filed 2026-10-16
Scarborough Advisors, LLC
CLOSED
Shares0 from 4,896
Change-4,896 (-100%)
Value$0 (-$303.6K)
Filed 2026-10-16
Perigon Wealth Management, LLC
CLOSED
Shares0 from 4,637
Change-4,637 (-100%)
Value$0 (-$292.3K)
Filed 2026-10-22
Brookstone Capital Management
CLOSED
Shares0 from 3,941
Change-3,941 (-100%)
Value$0 (-$248.4K)
Filed 2026-10-22
Cathy Pareto & Associates, Inc
CLOSED
Shares0 from 3,871
Change-3,871 (-100%)
Value$0 (-$244.1K)
Filed 2026-10-15
United Advisor Group, LLC
CLOSED
Shares0 from 3,793
Change-3,793 (-100%)
Value$0 (-$239.1K)
Filed 2026-11-03
Schmidt P J Investment Management Inc
CLOSED
Shares0 from 3,600
Change-3,600 (-100%)
Value$0 (-$226.9K)
Filed 2026-11-02
Liberty Atlantic Advisors LLC
CLOSED
Shares0 from 3,509
Change-3,509 (-100%)
Value$0 (-$221.2K)
Filed 2026-10-14
Cornerstone Advisors Asset Management, LLC
CLOSED
Shares0 from 3,450
Change-3,450 (-100%)
Value$0 (-$217.5K)
Filed 2026-11-06
Midwest Heritage Bank, FSB
CLOSED
Shares0 from 3,415
Change-3,415 (-100%)
Value$0 (-$215.3K)
Filed 2026-10-26
CFS Investment Advisory Services, LLC
CLOSED
Shares0 from 3,406
Change-3,406 (-100%)
Value$0 (-$212.0K)
Filed 2026-10-19
Tempo Wealth, LLC
CLOSED
Shares0 from 3,367
Change-3,367 (-100%)
Value$0 (-$212.2K)
Filed 2026-10-14
Mountain Capital Investment Advisors Inc.
CLOSED
Shares0 from 3,336
Change-3,336 (-100%)
Value$0 (-$210.3K)
Filed 2026-11-06
Tucker Asset Management LLC
CLOSED
Shares0 from 2,784
Change-2,784 (-100%)
Value$0 (-$175.5K)
Filed 2026-10-29
Migdal Insurance & Financial Holdings Ltd.
CLOSED
Shares0 from 1,442
Change-1,442 (-100%)
Value$0 (-$90.9K)
Filed 2026-11-09
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1,052
Change-1,052 (-100%)
Value$0 (-$65.2K)
Filed 2026-10-16
Robinswood Financial LLC
CLOSED
Shares0 from 482
Change-482 (-100%)
Value$0 (-$30.4K)
Filed 2026-10-20
International Assets Investment Management, LLC
CLOSED
Shares0 from 409
Change-409 (-100%)
Value$0 (-$25.3K)
Filed 2026-11-02
Gill Capital Partners, LLC
CLOSED
Shares0 from 290
Change-290 (-100%)
Value$0 (-$18.3K)
Filed 2026-10-13
LifeSteps Financial, Inc.
CLOSED
Shares0 from 251
Change-251 (-100%)
Value$0 (-$15.8K)
Filed 2026-10-15
Heritage Wealth Advisors
CLOSED
Shares0 from 187
Change-187 (-100%)
Value$0 (-$11.8K)
Filed 2026-11-09
Godfrey Financial Associates, Inc.
CLOSED
Shares0 from 78
Change-78 (-100%)
Value$0 (-$4.9K)
Filed 2026-11-10
Stone House Investment Management, LLC
CLOSED
Shares0 from 69
Change-69 (-100%)
Value$0 (-$4.3K)
Filed 2026-10-23
MCF Advisors LLC
CLOSED
Shares0 from 62
Change-62 (-100%)
Value$0 (-$3.9K)
Filed 2026-10-28
Trust Co of Vermont
CLOSED
Shares0 from 49
Change-49 (-100%)
Value$0 (-$3.1K)
Filed 2026-10-21
High Point Wealth Management, LLC
CLOSED
Shares0 from 47
Change-47 (-100%)
Value$0 (-$3.0K)
Filed 2026-11-05
Tsfg, LLC
CLOSED
Shares0 from 46
Change-46 (-100%)
Value$0 (-$3)
Filed 2026-10-23
AdvisorNet Financial, Inc
CLOSED
Shares0 from 28
Change-28 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-15
Maseco LLP
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-27
Citigroup Inc
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$126)
Filed 2026-11-04
Bank of America Corp
N/A
Shares— from 7,437,638
Change-7,437,638 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,312,232
Change-4,312,232 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 2,520,711
Change-2,520,711 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,388,778
Change-2,388,778 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,151,243
Change-1,151,243 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,079,225
Change-1,079,225 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 883,253
Change-883,253 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 813,282
Change-813,282 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 676,791
Change-676,791 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 666,490
Change-666,490 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 560,142
Change-560,142 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 559,563
Change-559,563 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 512,090
Change-512,090 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 416,743
Change-416,743 (-100%)
Value—
UBS Group AG
N/A
Shares— from 391,455
Change-391,455 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 369,010
Change-369,010 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 354,087
Change-354,087 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 329,900
Change-329,900 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 294,600
Change-294,600 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 253,930
Change-253,930 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 191,398
Change-191,398 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 188,776
Change-188,776 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 162,409
Change-162,409 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 158,200
Change-158,200 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 149,065
Change-149,065 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 138,609
Change-138,609 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 135,949
Change-135,949 (-100%)
Value—
Viaable, LLC
N/A
Shares— from 120,532
Change-120,532 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 99,054
Change-99,054 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 96,095
Change-96,095 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 84,499
Change-84,499 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 76,720
Change-76,720 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 60,581
Change-60,581 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 59,886
Change-59,886 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 57,762
Change-57,762 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 51,155
Change-51,155 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 43,895
Change-43,895 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 43,084
Change-43,084 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 41,115
Change-41,115 (-100%)
Value—
Blair William & Co
N/A
Shares— from 41,104
Change-41,104 (-100%)
Value—
American Trust
N/A
Shares— from 40,575
Change-40,575 (-100%)
Value—
FMR LLC
N/A
Shares— from 39,565
Change-39,565 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 36,249
Change-36,249 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 34,686
Change-34,686 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 33,631
Change-33,631 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 32,263
Change-32,263 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 28,866
Change-28,866 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 28,017
Change-28,017 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 26,681
Change-26,681 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 26,587
Change-26,587 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 24,380
Change-24,380 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 22,829
Change-22,829 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 22,697
Change-22,697 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 22,276
Change-22,276 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 21,639
Change-21,639 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 21,359
Change-21,359 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 21,148
Change-21,148 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 20,339
Change-20,339 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 20,135
Change-20,135 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 19,104
Change-19,104 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 18,921
Change-18,921 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 17,486
Change-17,486 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 16,705
Change-16,705 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 16,181
Change-16,181 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 16,133
Change-16,133 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 15,980
Change-15,980 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 15,187
Change-15,187 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 15,041
Change-15,041 (-100%)
Value—
Immaculate Wealth Management LLC
N/A
Shares— from 12,455
Change-12,455 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 12,100
Change-12,100 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 11,591
Change-11,591 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 10,910
Change-10,910 (-100%)
Value—
Clifford Group, LLC
N/A
Shares— from 10,670
Change-10,670 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 10,608
Change-10,608 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 10,415
Change-10,415 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 10,264
Change-10,264 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 10,220
Change-10,220 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 10,162
Change-10,162 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 9,943
Change-9,943 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 9,706
Change-9,706 (-100%)
Value—
Oversea-Chinese Banking Corp Ltd
N/A
Shares— from 9,453
Change-9,453 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 9,385
Change-9,385 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 9,103
Change-9,103 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 8,943
Change-8,943 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 8,785
Change-8,785 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 7,979
Change-7,979 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 7,901
Change-7,901 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 7,694
Change-7,694 (-100%)
Value—
&partners
N/A
Shares— from 7,475
Change-7,475 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 7,215
Change-7,215 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 7,172
Change-7,172 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 7,073
Change-7,073 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 6,600
Change-6,600 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 6,489
Change-6,489 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 6,408
Change-6,408 (-100%)
Value—
Concorde Asset Management, LLC
N/A
Shares— from 6,330
Change-6,330 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 6,225
Change-6,225 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 6,125
Change-6,125 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 6,089
Change-6,089 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 5,809
Change-5,809 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,698
Change-5,698 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 5,589
Change-5,589 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 5,513
Change-5,513 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 5,444
Change-5,444 (-100%)
Value—
J. Mark Nickell & Co.
N/A
Shares— from 5,419
Change-5,419 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 5,152
Change-5,152 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 4,575
Change-4,575 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 4,300
Change-4,300 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 4,171
Change-4,171 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 4,012
Change-4,012 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 3,564
Change-3,564 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 3,465
Change-3,465 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 3,403
Change-3,403 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 3,047
Change-3,047 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 2,793
Change-2,793 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,793
Change-2,793 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 2,226
Change-2,226 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 2,129
Change-2,129 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,688
Change-1,688 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,525
Change-1,525 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 1,426
Change-1,426 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,330
Change-1,330 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,146
Change-1,146 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,057
Change-1,057 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 781
Change-781 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 679
Change-679 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 560
Change-560 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 536
Change-536 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 532
Change-532 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 415
Change-415 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 400
Change-400 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 390
Change-390 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 346
Change-346 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 315
Change-315 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 300
Change-300 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 251
Change-251 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 181
Change-181 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 152
Change-152 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 113
Change-113 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 111
Change-111 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 97
Change-97 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 86
Change-86 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 86
Change-86 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 73
Change-73 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 54
Change-54 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 32
Change-32 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 25
Change-25 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 20
Change-20 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 14
Change-14 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Status
Wharton Business Group, LLC
DECREASED1,552,4201,592,700-40,280-3%$100.4M$85.4M-$15.0M2026-11-09
LPL Financial LLC
INCREASED1,308,5251,299,456+9,069+1%$81.9M$72.0M-$9.9M2026-11-06
Creative Planning
INCREASED457,175438,490+18,685+4%$27.6M$25.2M-$2.5M2026-11-02
PNC Financial Services Group, Inc.
INCREASED401,913400,703+1,210+0%$25.3M$22.1M-$3.1M2026-11-06
Compound Planning, Inc.
INCREASED395,671377,211+18,460+5%$23.8M$21.8M-$2.0M2026-11-09
Commonwealth Equity Services, LLC
INCREASED315,059302,932+12,127+4%$19.1M$17.3M-$1.8M2026-11-02
Evergreen Capital Management LLC
DECREASED307,043310,377-3,334-1%$19.6M$16.9M-$2.7M2026-10-23
TrustBank
INCREASED222,642216,341+6,301+3%$13.6M$12.3M-$1.4M2026-10-20
Thrivent Financial for Lutherans
INCREASED217,432174,504+42,928+25%$11.0M$12.0M+$1.0M2026-11-05
Wealthcare Advisory Partners LLC
INCREASED216,525205,700+10,825+5%$13.0M$11.9M-$1.1M2026-10-21
HighTower Advisors, LLC
INCREASED194,912183,000+11,912+7%$11.5M$10.7M-$810.3K2026-11-10
Laurel Wealth Planning LLC
INCREASED185,187181,129+4,058+2%$11.4M$10.2M-$1.2M2026-11-02
Sage Private Wealth Group, LLC
NEW142,855—+142,855——$7.9M—2026-10-21
Haven Private, LLC
INCREASED142,516135,365+7,151+5%$8.5M$7.8M-$690.8K2026-10-27
Cambridge Investment Research Advisors, Inc.
INCREASED130,816126,260+4,556+4%$8.0M$7.2M-$760.0K2026-11-02
Fifth Third Securities, Inc.
INCREASED97,13274,872+22,260+30%$4.7M$5.3M+$625.2K2026-10-21
Eagle Strategies LLC
INCREASED82,85079,437+3,413+4%$5.0M$4.6M-$448.4K2026-10-16
Consilium Wealth Advisory, LLC
DECREASED81,36593,051-11,686-13%$5.9M$4.5M-$1.4M2026-10-14
Forte Asset Management LLC
INCREASED80,08562,500+17,585+28%$3.9M$4.4M+$467.1K2026-10-13
Hoge Financial Services, LLC
INCREASED67,76965,856+1,913+3%$4.2M$3.7M-$422.2K2026-11-05
Kestra Advisory Services, LLC
INCREASED67,06563,797+3,268+5%$4.0M$3.7M-$331.2K2026-11-02
Bouvel Investment Partners, LLC
DECREASED51,054105,486-54,432-52%$6.6M$2.8M-$3.8M2026-10-13
Patton Albertson Miller Group, LLC
DECREASED49,59051,359-1,769-3%$3.2M$2.7M-$508.8K2026-10-26
Forthright Family Wealth Advisory LLC
INCREASED48,27048,245+25+0%$3.0M$2.7M-$385.0K2026-11-03
Western Wealth Management, LLC
DECREASED47,82754,266-6,439-12%$3.4M$2.6M-$789.0K2026-11-09
J. Team Financial, Inc.
INCREASED47,63337,308+10,325+28%$2.4M$2.6M+$269.4K2026-11-03
IFP Advisors, Inc
INCREASED46,46030,752+15,708+51%$1.9M$2.6M+$618.1K2026-10-16
Client 1ST Advisory Group, LLC
INCREASED46,27642,545+3,731+9%$2.7M$2.5M-$135.4K2026-10-19
Farther Finance Advisors, LLC
INCREASED45,56545,023+542+1%$2.8M$2.5M-$330.9K2026-10-08
Avidian Wealth Enterprises, LLC
INCREASED43,10714,209+28,898+203%$895.7K$2.4M+$1.5M2026-10-08
J.W. Cole Advisors, Inc.
DECREASED40,96645,071-4,105-9%$2.8M$2.3M-$587.0K2026-11-05
Money Concepts Capital Corp
INCREASED40,77139,608+1,163+3%$2.5M$2.2M-$253.2K2026-11-06
Strategy Asset Managers LLC
INCREASED39,82138,118+1,703+4%$2.4M$2.2M-$211.6K2026-10-14
BG Investment Services, LLC
INCREASED39,46039,289+171+0%$2.5M$2.2M-$305.3K2026-10-23
Lane Brothers & Co Inc
DECREASED36,87461,640-24,766-40%$3.9M$2.0M-$1.9M2026-11-02
Aventus Investment Advisors, Inc.
DECREASED36,01336,050-370%$2.3M$2.0M-$290.8K2026-10-09
Arrien Investments, Inc.
INCREASED32,67532,477+198+1%$2.0M$1.8M-$249.2K2026-10-30
Silverlake Wealth Management LLC
DECREASED32,03034,557-2,527-7%$2.2M$1.8M-$415.9K2026-10-21
Financial Partners Group, Inc
DECREASED30,95031,874-924-3%$2.0M$1.7M-$306.1K2026-10-19
Evolution Wealth Management Inc.
INCREASED30,68622,194+8,492+38%$1.4M$1.7M+$289.6K2026-10-28
Diversify Advisory Services, LLC
INCREASED30,46726,605+3,862+15%$1.6M$1.7M+$76.9K2026-10-20
Diversify Wealth Management, LLC
INCREASED30,46726,605+3,862+15%$1.6M$1.7M+$76.9K2026-10-20
Warner Financial, Inc
DECREASED29,74730,403-656-2%$1.9M$1.6M-$279.7K2026-11-06
Chicago Partners Investment Group LLC
INCREASED29,46722,312+7,155+32%$1.4M$1.7M+$266.9K2026-10-27
Herbst Group, LLC
DECREASED28,90530,190-1,285-4%$1.9M$1.6M-$312.5K2026-10-20
Urban Wealth Management, LLC
DECREASED27,94936,232-8,283-23%$2.3M$1.5M-$746.0K2026-10-21
US Bancorp \de\
INCREASED26,8388,999+17,839+198%$567.3K$1.5M+$909.6K2026-11-05
Wealthcare Capital Partners, LLC
INCREASED26,82826,128+700+3%$1.6M$1.5M-$170.8K2026-10-21
Visionary Wealth Advisors
INCREASED26,47523,638+2,837+12%$1.5M$1.5M-$33.2K2026-11-04
Simon Quick Advisors, LLC
DECREASED25,66431,250-5,586-18%$2.0M$1.4M-$557.7K2026-10-26
Concurrent Investment Advisors, LLC
INCREASED24,03822,817+1,221+5%$1.4M$1.3M-$115.6K2026-10-16
S&A Financial Services, Inc.
INCREASED23,86922,137+1,732+8%$1.4M$1.3M-$82.0K2026-11-03
Sovran Advisors, LLC
INCREASED21,67220,155+1,517+8%$1.2M$1.3M+$59.7K2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED20,47617,545+2,931+17%$1.1M$1.2M+$77.7K2026-10-13
Waterfront Wealth Inc.
INCREASED20,04917,681+2,368+13%$1.1M$1.1M+$44.4K2026-11-03
Evolution Wealth Advisors, LLC
DECREASED19,46520,690-1,225-6%$1.3M$1.1M-$233.1K2026-11-03
Park Avenue Securities LLC
INCREASED19,28916,935+2,354+14%$1.1M$1.1M-$7.0K2026-10-26
PKS Advisory Services, LLC
UNCHANGED19,11519,11500%$1.2M$1.2M$02026-10-26
Signature Estate & Investment Advisors LLC
INCREASED18,92116,741+2,180+13%$1.1M$1.0M-$14.1K2026-10-13
Sagespring Wealth Partners, LLC
INCREASED17,69016,591+1,099+7%$1.0M$973.5K-$72.4K2026-10-22
Sound Financial Strategies Group, LLC
DECREASED17,58718,140-553-3%$1.1M$967.8K-$175.7K2026-10-30
Indivisible Partners
INCREASED17,38515,217+2,168+14%$959.3K$956.7K-$2.6K2026-10-26
Investment Management Corp
INCREASED17,36416,276+1,088+7%$1.0M$955.5K-$70.5K2026-11-03
Merit Financial Group, LLC
DECREASED17,34518,186-841-5%$1.1M$954.5K-$192.0K2026-11-06
Hibernia Wealth Partners, LLC
INCREASED17,27116,713+558+3%$1.1M$950.4K-$103.1K2026-10-29
Elm3 Financial Group, LLC
DECREASED17,22518,111-886-5%$1.1M$947.9K-$193.9K2026-10-07
Citizens Financial Group Inc
DECREASED16,73438,828-22,094-57%$2.4M$920.9K-$1.5M2026-10-23
Fifth Third Bancorp
DECREASED15,95821,338-5,380-25%$1.3M$878.1K-$467.0K2026-11-05
Insight Wealth Partners, LLC
DECREASED15,58916,453-864-5%$1.0M$857.9K-$179.3K2026-10-26
Truist Financial Corp
DECREASED15,28115,643-362-2%$986.1K$840.9K-$145.2K2026-10-30
Werba Rubin Papier Wealth Management
INCREASED15,14115,072+69+0%$950.1K$833.2K-$116.9K2026-11-06
Swmg, LLC
DECREASED14,76514,945-180-1%$926.9K$843.1K-$83.8K2026-10-23
NWF Advisory Services Inc.
UNCHANGED14,76014,76000%$930.5K$812.2K-$118.2K2026-10-19
Riverbend Wealth Management, LLC
INCREASED14,72212,053+2,669+22%$759.8K$810.1K+$50.3K2026-10-15
Lewis Asset Management, LLC
INCREASED14,44513,047+1,398+11%$822.5K$794.9K-$27.6K2026-10-14
Financial Perspectives, Inc
UNCHANGED13,63513,63500%$859.6K$750.4K-$109.2K2026-11-03
Kickstand Ventures, Llc.
DECREASED13,62513,826-201-1%$871.6K$749.8K-$121.8K2026-11-09
Harbour Investments, Inc.
INCREASED12,73912,508+231+2%$788.5K$701.0K-$87.5K2026-11-09
KPP Advisory Services LLC
INCREASED12,58412,559+25+0%$791.7K$692.5K-$99.2K2026-10-26
Pines Wealth Management, LLC
INCREASED12,31911,670+649+6%$735.7K$677.9K-$57.8K2026-10-21
Creekside Partners
INCREASED12,16112,151+10+0%$766.0K$669.2K-$96.8K2026-11-04
Moss Adams Wealth Advisors LLC
UNCHANGED11,58611,58600%$730.4K$637.6K-$92.8K2026-10-28
Laurel OAK Wealth Management, LLC
DECREASED11,49512,157-662-5%$766.4K$632.6K-$133.8K2026-10-19
Maia Wealth LLC
DECREASED11,49114,178-2,687-19%$893.8K$632.4K-$261.5K2026-10-19
Choreo, LLC
INCREASED11,2238,155+3,068+38%$514.1K$617.6K+$103.5K2026-10-28
Apollon Wealth Management, LLC
DECREASED11,18311,625-442-4%$732.8K$615.4K-$117.4K2026-10-23
Sage Capital Management, LLC
INCREASED11,03511,027+8+0%$695.2K$607.3K-$87.9K2026-10-20
HB Wealth Management, LLC
INCREASED10,9138,516+2,397+28%$536.9K$600.5K+$63.6K2026-10-23
180 Wealth Advisors, LLC
INCREASED10,62710,473+154+1%$660.2K$584.8K-$75.4K2026-11-03
First Heartland Consultants, Inc.
INCREASED10,59510,594+1+0%$667.8K$583.1K-$84.8K2026-10-08
Allen Capital Group, LLC
UNCHANGED10,56010,56000%$665.7K$581.1K-$84.6K2026-10-27
Central Trust Co
UNCHANGED10,56010,56000%$665.7K$581.1K-$84.6K2026-11-05
TPG Advisors LLC
INCREASED10,51010,214+296+3%$643.9K$578.4K-$65.5K2026-10-16
VestGen Advisors, LLC
INCREASED10,22410,201+23+0%$643.1K$562.6K-$80.5K2026-10-27
Bank of Montreal
UNCHANGED10,21310,21300%$643.8K$562.0K-$81.8K2026-11-09
Independent Financial Group, LLC
DECREASED9,95210,042-90-1%$633.0K$547.7K-$85.4K2026-10-13
Kingswood Wealth Advisors, LLC
INCREASED9,7479,580+167+2%$603.9K$536.4K-$67.6K2026-10-23
Blue Trust, Inc.
DECREASED9,7119,758-470%$615.1K$534.4K-$80.8K2026-10-15
Ashton Thomas Private Wealth, LLC
INCREASED9,6229,104+518+6%$573.9K$529.5K-$44.4K2026-11-03
Factor Wealth Management LTD
DECREASED9,38610,614-1,228-12%$669.1K$516.5K-$152.6K2026-10-08
Tenet Wealth Partners, LLC
INCREASED9,1395,774+3,365+58%$357.4K$502.9K+$145.6K2026-10-19
Columbus Macro, LLC
INCREASED8,9627,396+1,566+21%$466.3K$493.2K+$26.9K2026-10-14
Parallel Advisors, LLC
INCREASED8,8585,127+3,731+73%$323.2K$487.5K+$164.2K2026-11-03
SteelPeak Wealth, LLC
DECREASED8,8448,845-10%$557.6K$486.7K-$70.9K2026-10-16
MGO One Seven LLC
DECREASED8,7908,961-171-2%$564.9K$483.7K-$81.2K2026-10-28
Roman Butler Fullerton & Co
INCREASED8,7898,688+101+1%$536.1K$495.3K-$40.8K2026-10-27
Narus Financial Partners, LLC
INCREASED8,7476,883+1,864+27%$433.9K$481.4K+$47.4K2026-10-19
Ejmk Ventures LLC
INCREASED8,6528,582+70+1%$541.0K$476.1K-$64.9K2026-10-21
Moneco Advisors, LLC
INCREASED8,5594,760+3,799+80%$300.0K$471.0K+$171.0K2026-11-05
TCI Wealth Advisors, Inc.
DECREASED8,14610,146-2,000-20%$639.6K$448.3K-$191.3K2026-10-30
Harbor Investment Advisory, LLC
INCREASED8,1108,108+2+0%$511.1K$446.3K-$64.9K2026-10-13
Marino, Stram & Associates LLC
INCREASED8,0438,035+8+0%$506.5K$442.6K-$63.9K2026-10-22
Sage Mountain Advisors LLC
UNCHANGED7,6827,68200%$484.3K$422.7K-$61.5K2026-11-02
Keystone Wealth Services, LLC
DECREASED7,6147,958-344-4%$501.7K$422.7K-$79.0K2026-11-03
Sun Group Wealth Partners
INCREASED7,5616,718+843+13%$423.5K$416.1K-$7.4K2026-10-26
Quadrant Private Wealth Management, LLC
INCREASED7,4437,441+2+0%$469.1K$409.6K-$59.5K2026-11-04
Lakeshore Financial Planning, Inc.
UNCHANGED7,3267,32600%$461.8K$403.2K-$58.7K2026-10-13
Ulrich Consultants & Investment Group, LLC
NEW7,320—+7,320——$402.8K—2026-10-13
Balboa Wealth Partners
DECREASED7,17812,766-5,588-44%$804.8K$395.0K-$409.7K2026-10-20
BIP Wealth, LLC
INCREASED7,1387,110+28+0%$448.2K$392.8K-$55.4K2026-10-22
Fiduciary Alliance LLC
DECREASED7,1087,226-118-2%$455.5K$391.2K-$64.4K2026-10-13
Oak Barrel Wealth Advisory LLC
INCREASED6,9186,901+17+0%$435.1K$380.7K-$54.4K2026-11-05
Wealthcare Capital Management LLC
DECREASED6,8977,064-167-2%$445.3K$379.6K-$65.7K2026-10-21
Sheets Smith Wealth Management
DECREASED6,7626,854-92-1%$432.1K$372.1K-$60.0K2026-10-16
Saxon Interests, Inc.
DECREASED6,65514,235-7,580-53%$897.4K$366.2K-$531.2K2026-10-26
Beacon Financial Group
DECREASED6,6036,659-56-1%$419.8K$363.4K-$56.4K2026-10-19
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED6,5366,646-110-2%$419.0K$359.7K-$59.3K2026-10-14
Sigma Planning Corp
DECREASED6,5127,634-1,122-15%$481.2K$357.8K-$123.4K2026-10-23
Moors & Cabot, Inc.
DECREASED6,4766,591-115-2%$415.5K$356.4K-$59.1K2026-11-06
Proactive Wealth Strategies LLC
DECREASED6,4656,565-100-2%$413.9K$355.8K-$58.0K2026-11-09
TSA Wealth Managment LLC
DECREASED6,4106,414-40%$404.3K$352.7K-$51.6K2026-10-22
OpenArc Corporate Advisory, LLC
DECREASED6,3026,543-241-4%$412.5K$346.8K-$65.7K2026-10-21
Flagship Harbor Advisors, LLC
INCREASED6,2186,217+1+0%$391.9K$342.2K-$49.7K2026-10-26
Allworth Financial LP
UNCHANGED6,1506,15000%$387.7K$387.7K$02026-11-06
Horst & Graben Wealth Management LLC
DECREASED5,9486,007-59-1%$371.8K$327.3K-$44.4K2026-11-02
Asempa Wealth Advisors
INCREASED5,9035,890+13+0%$371.3K$327.8K-$43.5K2026-10-07
Lanark Financial, Inc.
DECREASED5,8376,034-197-3%$380.4K$321.2K-$59.2K2026-10-26
Cypress Wealth Services, LLC
DECREASED5,7555,964-209-3%$376.0K$326.3K-$49.7K2026-10-21
CoreCap Advisors, LLC
DECREASED5,5576,401-844-13%$403.5K$305.8K-$97.7K2026-10-08
Magnus Financial Group LLC
UNCHANGED5,4705,47000%$344.8K$301.0K-$43.8K2026-10-21
Calder Financial LLC
DECREASED5,2975,323-260%$335.6K$291.5K-$44.1K2026-10-13
GenTrust, LLC
NEW5,264—+5,264——$289.7K—2026-11-06
Sharkey, Howes & Javer
UNCHANGED5,2315,23100%$329.8K$287.9K-$41.9K2026-10-22
Oppenheimer & Co Inc
INCREASED5,1974,172+1,025+25%$263.0K$286.0K+$23.0K2026-10-26
LaFleur & Godfrey LLC
DECREASED5,1225,223-101-2%$329.3K$281.9K-$47.4K2026-10-27
Atria Investments, Inc
INCREASED5,1174,483+634+14%$282.6K$281.6K-$1.0K2026-10-15
Marks Group Wealth Management, Inc
UNCHANGED4,9244,92400%$310.4K$271.0K-$39.4K2026-11-05
West Wealth Group, LLC
INCREASED4,7074,703+4+0%$296.5K$259.1K-$37.5K2026-10-14
Donalies Financial Planning, LLC
INCREASED4,6524,638+14+0%$292.4K$256.0K-$36.4K2026-10-19
Apollon Financial, LLC
INCREASED4,6084,458+150+3%$281.0K$253.6K-$27.5K2026-10-23
First Horizon Corp
UNCHANGED4,5864,58600%$289.1K$252.4K-$36.7K2026-10-26
Mainstream Capital Management LLC
DECREASED4,4986,307-1,809-29%$397.6K$247.5K-$150.1K2026-10-23
Patriot Investment Management Group, Inc.
DECREASED4,4384,595-157-3%$289.7K$244.2K-$45.4K2026-10-15
Trek Financial, LLC
INCREASED4,4074,001+406+10%$252.2K$242.5K-$9.7K2026-10-29
Ridgeline Wealth, LLC
DECREASED4,3624,442-80-2%$280.0K$249.7K-$30.4K2026-10-14
Kavar Capital Partners Group, LLC
UNCHANGED4,2304,23000%$266.7K$232.8K-$33.9K2026-11-06
Firestone Capital Management
INCREASED4,1454,064+81+2%$256.2K$228.1K-$28.1K2026-11-03
Ritholtz Wealth Management
DECREASED4,1356,008-1,873-31%$378.8K$227.5K-$151.2K2026-11-05
Fortitude Financial, LLC
NEW4,108—+4,108——$226.1K—2026-10-19
D.A. Davidson & Co.
INCREASED4,0584,037+21+1%$254.5K$223.3K-$31.2K2026-10-28
Dynamic Advisor Solutions LLC
DECREASED4,01116,699-12,688-76%$1.1M$220.7K-$832.0K2026-10-13
Keeler & Nadler Financial Planning & Wealth Management
DECREASED3,8586,676-2,818-42%$420.9K$212.3K-$208.5K2026-10-28
J. Safra Sarasin Holding AG
UNCHANGED3,8463,84600%$243.9K$213.5K-$30.4K2026-10-26
Vawter Financial, Ltd.
UNCHANGED3,6703,67000%$231.4K$202.0K-$29.4K2026-11-10
Soltis Investment Advisors LLC
NEW3,660—+3,660——$201.4K—2026-10-28
Compass Financial Management LLC
INCREASED3,4631+3,462+346200%$63$190.6K+$190.5K2026-10-30
Valley National Advisers Inc
UNCHANGED3,3603,36000%$211.8K$184.9K-$26.9K2026-10-23
Clearstead Advisors, LLC
DECREASED3,2663,358-92-3%$211.7K$179.7K-$32.0K2026-11-06
Armstrong Advisory Group, Inc
UNCHANGED3,1323,13200%$197.4K$172.4K-$25.1K2026-10-09
Spire Wealth Management
DECREASED3,0103,041-31-1%$191.7K$165.7K-$26.0K2026-10-30
Vima LLC
INCREASED2,9892,201+788+36%$138.8K$164.5K+$25.7K2026-10-23
Provenance Wealth Advisors, LLC
INCREASED2,8672,459+408+17%$155.0K$157.8K+$2.8K2026-10-30
Private Trust Co NA
DECREASED2,8492,954-105-4%$186.2K$156.8K-$29.4K2026-10-20
Physician Wealth Advisors, Inc.
INCREASED2,7562,727+29+1%$171.9K$151.7K-$20.2K2026-10-20
Assetmark, Inc
INCREASED2,6862,597+89+3%$163.7K$147.8K-$15.9K2026-10-21
Mascoma Wealth Management LLC
INCREASED2,6292,626+3+0%$165.6K$144.7K-$20.9K2026-10-23
Latitude Advisors, LLC
NEW2,407—+2,407——$132.5K—2026-10-27
Midwest Capital Advisors, LLC
UNCHANGED2,1412,14100%$135.0K$117.8K-$17.1K2026-11-04
Grove Bank & Trust
UNCHANGED2,0002,00000%$126.1K$110.1K-$16.0K2026-10-08
Balance Wealth Partners LLC
NEW1,927—+1,927——$106.0K—2026-10-27
Activest Wealth Management
UNCHANGED1,9001,90000%$119.8K$104.6K-$15.2K2026-10-15
Root Financial Partners, LLC
NEW1,644—+1,644——$90.5K—2026-10-21
TD Waterhouse Canada Inc.
UNCHANGED1,5081,50800%$93.5K$83.9K-$9.5K2026-10-16
Bessemer Group Inc
NEW1,500—+1,500——$83.0K—2026-11-09
Mather Group, Llc.
INCREASED1,451642+809+126%$40.5K$79.8K+$39.4K2026-10-14
Mosley Wealth Management
INCREASED1,3991,387+12+1%$87.4K$79.2K-$8.3K2026-10-16
Cullen T Bankers, Inc.
UNCHANGED1,3751,37500%$86.7K$75.7K-$11.0K2026-10-28
Cherry Tree Wealth Management, LLC
UNCHANGED1,3001,30000%$82.0K$71.5K-$10.4K2026-10-15
Golden State Wealth Management, LLC
INCREASED1,2751,271+4+0%$80.2K$70.2K-$10.0K2026-11-02
EverSource Wealth Advisors, LLC
UNCHANGED1,2511,25100%$78.9K$68.9K-$10.0K2026-11-04
Clearstead Trust, LLC
UNCHANGED1,2001,20000%$75.6K$66.0K-$9.6K2026-11-06
Geneos Wealth Management Inc.
INCREASED1,1691,166+3+0%$73.5K$64.3K-$9.2K2026-11-09
Creative Financial Designs Inc
INCREASED1,1631,160+3+0%$73.1K$64.0K-$9.1K2026-11-04
PlanVest Financial, Inc
INCREASED1,126305+821+269%$19.2K$62.0K+$42.8K2026-11-09
Hazlett, Burt & Watson, Inc.
INCREASED1,101901+200+22%$25.0K$55.0K+$30.0K2026-11-04
Elevation Wealth Partners, LLC
INCREASED1,0801,075+5+0%$67.8K$59.4K-$8.3K2026-10-07
Capital Investment Advisory Services, LLC
DECREASED1,0551,155-100-9%$72.8K$58.1K-$14.8K2026-10-30
Flagship Wealth Advisors, LLC
UNCHANGED1,0001,00000%$63.0K$55.0K-$8.0K2026-11-03
Chapman Financial Group, LLC
UNCHANGED94694600%$59.6K$52.1K-$7.6K2026-10-26
Harbor Asset Planning, Inc.
INCREASED931927+4+0%$58.4K$51.2K-$7.2K2026-10-23
Ascentis Wealth Management, LLC
INCREASED903205+698+340%$12.9K$49.7K+$36.8K2026-11-03
American National Bank & Trust
UNCHANGED78978900%$49.7K$43.4K-$6.3K2026-10-07
Signature Equity Partners, LLC
UNCHANGED68868800%$43.4K$37.9K-$5.5K2026-10-29
Arlington Trust Co LLC
UNCHANGED64864800%$40.9K$35.7K-$5.2K2026-10-20
Russell Investments Group, Ltd.
DECREASED625672-47-7%$42.4K$34.4K-$8.0K2026-11-06
N.E.W. Advisory Services LLC
INCREASED605575+30+5%$36.2K$33.3K-$3.0K2026-11-09
Rossby Financial, LCC
INCREASED584103+481+467%$6.5K$32.1K+$25.6K2026-11-05
Bayban
UNCHANGED50650600%$31.9K$31.9K$02026-11-05
Zions Bancorporation, National Association
UNCHANGED47747700%$30.1K$26.2K-$3.8K2026-11-06
IFG Advisory, LLC
INCREASED427425+2+0%$26.8K$23.5K-$3.3K2026-11-09
North Star Investment Management Corp.
UNCHANGED41541500%$26.2K$22.8K-$3.3K2026-10-27
Balentine LLC
UNCHANGED40940900%$25.8K$22.5K-$3.3K2026-11-03
Simplex Trading, LLC
DECREASED394456-62-14%$28.7K$21.7K-$7.1K2026-11-04
Murphy & Mullick Capital Management Corp
INCREASED385384+1+0%$24.2K$21.2K-$3.0K2026-11-02
UMB Bank, n.a.
UNCHANGED30030000%$18.9K$16.5K-$2.4K2026-11-06
Nvwm, LLC
NEW281—+281——$15.5K—2026-10-14
AlphaCore Capital LLC
UNCHANGED26426400%$16.6K$14.5K-$2.1K2026-11-04
First Pacific Financial
NEW262—+262——$14.4K—2026-10-14
Investment Research & Advisory Group, Inc.
INCREASED239238+1+0%$15.0K$13.1K-$1.8K2026-10-19
Washington Trust Advisors, Inc.
DECREASED238424-186-44%$26.7K$13.1K-$13.6K2026-10-22
Jnba Financial Advisors
UNCHANGED22122100%$14.0K$12.2K-$1.8K2026-11-03
Caldwell Sutter Capital, Inc.
INCREASED186143+43+30%$9.0K$10.2K+$1.2K2026-11-09
Gleason Group, Inc.
INCREASED180179+1+1%$11.3K$9.9K-$1.4K2026-10-15
Transce3nd, LLC
NEW178—+178——$10.1K—2026-10-26
Keystone Financial Group, Inc.
INCREASED170169+1+1%$10.7K$9.4K-$1.3K2026-10-13
Downshift Financial, LLC
INCREASED16730+137+457%$1.9K$9.2K+$7.3K2026-10-13
J. R. Prunier Capital Management LLC
INCREASED162161+1+1%$10.2K$8.9K-$1.3K2026-11-09
CX Institutional
INCREASED161160+1+1%$10$9-$12026-10-02
City Holding Co
UNCHANGED11511500%$7.2K$6.3K-$9222026-10-19
Versant Capital Management, Inc
UNCHANGED11311300%$7.1K$6.2K-$9062026-10-02
Pacifica Partners Inc.
NEW104—+104——$5.8K—2026-10-09
Triumph Capital Management
DECREASED100113-13-11%$7.1K$5.5K-$1.6K2026-10-14
Larson Financial Group LLC
NEW82—+82——$4.5K—2026-11-05
Heritage Family Offices, LLP
NEW80—+80——$4.4K—2026-11-02
Nemes Rush Group LLC
UNCHANGED797900%$5.0K$4.3K-$6102026-11-04
GK Wealth Management LLC
NEW74—+74——$4.1K—2026-10-09
Tompkins Financial Corp
UNCHANGED747400%$4.7K$4.1K-$5932026-10-05
First Bancorp, Inc
UNCHANGED717100%$4.5K$3.9K-$5692026-10-26
Key FInancial Inc
UNCHANGED696900%$4.4K$3.8K-$5532026-11-02
Cape Investment Advisory, Inc.
UNCHANGED646400%$4.0K$3.5K-$5132026-10-13
High Note Wealth, LLC
UNCHANGED515100%$3.2K$2.8K-$4082026-10-27
Financial Freedom, LLC
NEW47—+47——$2.6K—2026-11-06
Darwin Wealth Management, LLC
UNCHANGED373700%$2.4K$2.1K-$2912026-11-09
Nova Financial LLC
NEW36—+36——$2.0K—2026-11-04
Caldwell Trust Co
UNCHANGED363600%$2.3K$2.0K-$2882026-10-30
JFS Wealth Advisors, LLC
UNCHANGED343400%$2.1K$1.9K-$2722026-11-03
Ashton Thomas Securities, LLC
NEW32—+32——$1.8K—2026-10-26
NBT Bank, N.A.
UNCHANGED303000%$1.9K$1.7K-$2402026-10-21
Pinnacle Wealth Planning Services, Inc.
UNCHANGED262600%$1.6K$1.4K-$2082026-10-27
Ascentis Independent Advisors
NEW23—+23——$1.3K—2026-11-03
West Paces Advisors Inc.
UNCHANGED222200%$1.4K$1.2K-$1762026-10-13
Signaturefd, LLC
UNCHANGED222200%$1.4K$1.2K-$1762026-10-23
Retirement Wealth Solutions LLC
UNCHANGED202000%$1.3K$1.1K-$1942026-10-07
Abound Wealth Management
NEW18—+18——$991—2026-10-26
Alerus Financial NA
UNCHANGED161600%$1.0K$880-$1292026-11-09
Hilton Head Capital Partners, LLC
UNCHANGED151500%$946$825-$1212026-10-23
Barrett & Company, Inc.
UNCHANGED131300%$820$715-$1052026-10-22
Duncker Streett & Co Inc
UNCHANGED131300%$820$715-$1052026-10-27
Meramec Financial Planners, LLC
UNCHANGED111100%$691$627-$642026-11-09
Polaris Financial Partners
NEW10—+10——$1—2026-10-02
Biltmore Family Office, LLC
NEW9—+9——$495—2026-11-03
Allspring Global Investments Holdings, LLC
UNCHANGED8800%$496$449-$472026-11-04
Mechanics Financial Corp
UNCHANGED7700%$441$385-$562026-11-05
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED2200%$130$114-$162026-10-28
Horizon Wealth Management, LLC
CLOSED0167,863-167,863-100%$10.6M$0-$10.6M2026-11-02
Apeiron RIA LLC
CLOSED016,042-16,042-100%$1.0M$0-$1.0M2026-10-08
Strategic Blueprint, LLC
CLOSED010,750-10,750-100%$677.7K$0-$677.7K2026-10-22
Y-Intercept (Hong Kong) Ltd
CLOSED09,058-9,058-100%$571.0K$0-$571.0K2026-10-16
RMG Wealth Management LLC
CLOSED07,245-7,245-100%$180.0K$0-$180.0K2026-10-26
Prospera Financial Services Inc
CLOSED05,549-5,549-100%$349.9K$0-$349.9K2026-11-04
Robertson Stephens Wealth Management, LLC
CLOSED05,105-5,105-100%$321.8K$0-$321.8K2026-10-16
Scarborough Advisors, LLC
CLOSED04,896-4,896-100%$303.6K$0-$303.6K2026-10-16
Perigon Wealth Management, LLC
CLOSED04,637-4,637-100%$292.3K$0-$292.3K2026-10-22
Brookstone Capital Management
CLOSED03,941-3,941-100%$248.4K$0-$248.4K2026-10-22
Cathy Pareto & Associates, Inc
CLOSED03,871-3,871-100%$244.1K$0-$244.1K2026-10-15
United Advisor Group, LLC
CLOSED03,793-3,793-100%$239.1K$0-$239.1K2026-11-03
Schmidt P J Investment Management Inc
CLOSED03,600-3,600-100%$226.9K$0-$226.9K2026-11-02
Liberty Atlantic Advisors LLC
CLOSED03,509-3,509-100%$221.2K$0-$221.2K2026-10-14
Cornerstone Advisors Asset Management, LLC
CLOSED03,450-3,450-100%$217.5K$0-$217.5K2026-11-06
Midwest Heritage Bank, FSB
CLOSED03,415-3,415-100%$215.3K$0-$215.3K2026-10-26
CFS Investment Advisory Services, LLC
CLOSED03,406-3,406-100%$212.0K$0-$212.0K2026-10-19
Tempo Wealth, LLC
CLOSED03,367-3,367-100%$212.2K$0-$212.2K2026-10-14
Mountain Capital Investment Advisors Inc.
CLOSED03,336-3,336-100%$210.3K$0-$210.3K2026-11-06
Tucker Asset Management LLC
CLOSED02,784-2,784-100%$175.5K$0-$175.5K2026-10-29
Migdal Insurance & Financial Holdings Ltd.
CLOSED01,442-1,442-100%$90.9K$0-$90.9K2026-11-09
Cornerstone Planning Group LLC
CLOSED01,052-1,052-100%$65.2K$0-$65.2K2026-10-16
Robinswood Financial LLC
CLOSED0482-482-100%$30.4K$0-$30.4K2026-10-20
International Assets Investment Management, LLC
CLOSED0409-409-100%$25.3K$0-$25.3K2026-11-02
Gill Capital Partners, LLC
CLOSED0290-290-100%$18.3K$0-$18.3K2026-10-13
LifeSteps Financial, Inc.
CLOSED0251-251-100%$15.8K$0-$15.8K2026-10-15
Heritage Wealth Advisors
CLOSED0187-187-100%$11.8K$0-$11.8K2026-11-09
Godfrey Financial Associates, Inc.
CLOSED078-78-100%$4.9K$0-$4.9K2026-11-10
Stone House Investment Management, LLC
CLOSED069-69-100%$4.3K$0-$4.3K2026-10-23
MCF Advisors LLC
CLOSED062-62-100%$3.9K$0-$3.9K2026-10-28
Trust Co of Vermont
CLOSED049-49-100%$3.1K$0-$3.1K2026-10-21
High Point Wealth Management, LLC
CLOSED047-47-100%$3.0K$0-$3.0K2026-11-05
Tsfg, LLC
CLOSED046-46-100%$3$0-$32026-10-23
AdvisorNet Financial, Inc
CLOSED028-28-100%$1.8K$0-$1.8K2026-10-15
Maseco LLP
CLOSED021-21-100%$1.3K$0-$1.3K2026-10-27
Citigroup Inc
CLOSED02-2-100%$126$0-$1262026-11-04
Bank of America Corp
N/A—7,437,638-7,437,638-100%$468.9M———
JPMorgan Chase & Co
N/A—4,312,232-4,312,232-100%$273.5M———
Treasurer of the State of North Carolina
N/A—2,520,711-2,520,711-100%$158.9M———
Morgan Stanley
N/A—2,388,778-2,388,778-100%$150.6M———
Mariner, LLC
N/A—1,151,243-1,151,243-100%$72.6M———
Cetera Investment Advisers
N/A—1,079,225-1,079,225-100%$68.0M———
Raymond James Financial Inc
N/A—883,253-883,253-100%$55.7M———
HSBC Holdings PLC
N/A—813,282-813,282-100%$51.3M———
Wellspring Financial Advisors, LLC
N/A—676,791-676,791-100%$42.7M———
Jones Financial Companies Lllp
N/A—666,490-666,490-100%$42.3M———
Northwestern Mutual Wealth Management Co
N/A—560,142-560,142-100%$35.3M———
Osaic Holdings, Inc.
N/A—559,563-559,563-100%$35.3M———
Wells Fargo & Company
N/A—512,090-512,090-100%$32.3M———
Ameriprise Financial Inc
N/A—416,743-416,743-100%$26.2M———
UBS Group AG
N/A—391,455-391,455-100%$24.7M———
Captrust Financial Advisors
N/A—369,010-369,010-100%$23.3M———
Curi Capital, LLC
N/A—354,087-354,087-100%$22.3M———
Envestnet Asset Management Inc
N/A—329,900-329,900-100%$20.8M———
Sumitomo Life Insurance Co
N/A—294,600-294,600-100%$18.6M———
MML Investors Services, LLC
N/A—253,930-253,930-100%$16.0M———
Van Eck Associates Corp
N/A—191,398-191,398-100%$12.1M———
Brio Consultants, LLC
N/A—188,776-188,776-100%$11.9M———
Stifel Financial Corp
N/A—162,409-162,409-100%$10.2M———
Royal Bank of Canada
N/A—158,200-158,200-100%$10.0M———
Natixis Advisors, LLC
N/A—149,065-149,065-100%$9.4M———
NorthCoast Asset Management LLC
N/A—138,609-138,609-100%$8.7M———
Arax Advisory Partners
N/A—135,949-135,949-100%$8.6M———
Viaable, LLC
N/A—120,532-120,532-100%$7.5M———
Goldman Sachs Group Inc
N/A—99,054-99,054-100%$6.2M———
Atomic Invest LLC
N/A—96,095-96,095-100%$6.1M———
Principal Securities, Inc.
N/A—84,499-84,499-100%$5.3M———
Manufacturers Life Insurance Company, the
N/A—76,720-76,720-100%$4.8M———
Integrated Wealth Concepts LLC
N/A—60,581-60,581-100%$3.8M———
Silver Coast Investments LLC
N/A—59,886-59,886-100%$3.8M———
Mercer Global Advisors Inc
N/A—57,762-57,762-100%$3.6M———
Dorsey & Whitney Trust Co LLC
N/A—51,155-51,155-100%$3.2M———
IHT Wealth Management, LLC
N/A—43,895-43,895-100%$2.8M———
Janney Montgomery Scott LLC
N/A—43,084-43,084-100%$2.7M———
Pursue Wealth Partners LLC
N/A—41,115-41,115-100%$2.6M———
Blair William & Co
N/A—41,104-41,104-100%$2.6M———
American Trust
N/A—40,575-40,575-100%$2.6M———
FMR LLC
N/A—39,565-39,565-100%$2.5M———
Rockefeller Capital Management L.P.
N/A—36,249-36,249-100%$2.3M———
United Capital Financial Advisors, LLC
N/A—34,686-34,686-100%$2.2M———
Cerity Partners LLC
N/A—33,631-33,631-100%$2.1M———
Equitable Holdings, Inc.
N/A—32,263-32,263-100%$2.0M———
NewEdge Advisors, LLC
N/A—28,866-28,866-100%$1.8M———
Sanctuary Advisors, LLC
N/A—28,017-28,017-100%$1.8M———
Stratos Wealth Partners, Ltd.
N/A—26,681-26,681-100%$1.7M———
Arkadios Wealth Advisors
N/A—26,587-26,587-100%$1.7M———
Liberty Wealth Management LLC
N/A—24,380-24,380-100%$1.4M———
CreativeOne Wealth, LLC
N/A—22,829-22,829-100%$1.4M———
Private Advisor Group, LLC
N/A—22,697-22,697-100%$1.4M———
Banque Cantonale Vaudoise
N/A—22,276-22,276-100%$1.4M———
Alpha Financial Partners LLC
N/A—21,639-21,639-100%$1.4M———
Cascade Financial Partners, LLC
N/A—21,359-21,359-100%$1.3M———
Scotia Capital Inc.
N/A—21,148-21,148-100%$1.3M———
OneDigital Investment Advisors LLC
N/A—20,339-20,339-100%$1.3M———
First Foundation Advisors
N/A—20,135-20,135-100%$1.3M———
Focus Partners Wealth
N/A—19,104-19,104-100%$1.2M———
Kovack Advisors, Inc.
N/A—18,921-18,921-100%$1.2M———
Citadel Advisors LLC
N/A—17,486-17,486-100%$1.1M———
Comprehensive Money Management Services LLC
N/A—16,705-16,705-100%$1.1M———
Copia Wealth Management
N/A—16,181-16,181-100%$1.0M———
Qube Research & Technologies Ltd
N/A—16,133-16,133-100%$1.0M———
National Bank of Canada
N/A—15,980-15,980-100%$1.0M———
Kingsview Wealth Management, LLC
N/A—15,187-15,187-100%$957.4K———
AQR Capital Management LLC
N/A—15,041-15,041-100%$948.2K———
Immaculate Wealth Management LLC
N/A—12,455-12,455-100%$785.2K———
Susquehanna International Group, LLP
N/A—12,100-12,100-100%$762.8K———
Waverly Advisors, LLC
N/A—11,591-11,591-100%$730.7K———
AE Wealth Management LLC
N/A—10,910-10,910-100%$687.7K———
Clifford Group, LLC
N/A—10,670-10,670-100%$672.6K———
XTX Topco Ltd
N/A—10,608-10,608-100%$668.7K———
Gotham Asset Management, LLC
N/A—10,415-10,415-100%$656.6K———
Keebeck Wealth Management
N/A—10,264-10,264-100%$647.0K———
Steward Partners Investment Advisory, LLC
N/A—10,220-10,220-100%$644.3K———
NewEdge Wealth, LLC
N/A—10,162-10,162-100%$640.6K———
HRT Financial LP
N/A—9,943-9,943-100%$626.0K———
Pinnacle Financial Partners, Inc.
N/A—9,706-9,706-100%$611.9K———
Oversea-Chinese Banking Corp Ltd
N/A—9,453-9,453-100%$595.9K———
Strategic Financial Partners, Ltd.
N/A—9,385-9,385-100%$591.7K———
Hilltop Holdings Inc.
N/A—9,103-9,103-100%$573.8K———
Flow Traders U.S. LLC
N/A—8,943-8,943-100%$564.0K———
Summit Financial, LLC
N/A—8,785-8,785-100%$553.8K———
Kintra Wealth, LLC
N/A—7,979-7,979-100%$489.8K———
Icon Wealth Advisors, LLC
N/A—7,901-7,901-100%$498.1K———
Liberty Square Wealth Partners LLC
N/A—7,694-7,694-100%$485.0K———
&partners
N/A—7,475-7,475-100%$472.3K———
Mutual Advisors, LLC
N/A—7,215-7,215-100%$454.8K———
Federation des caisses Desjardins du Quebec
N/A—7,172-7,172-100%$452.0K———
Savvy Advisors, Inc.
N/A—7,073-7,073-100%$445.9K———
Capstone Financial Advisors, Inc.
N/A—6,600-6,600-100%$416.1K———
IEQ Capital, LLC
N/A—6,489-6,489-100%$409.1K———
Essex Financial Services, Inc.
N/A—6,408-6,408-100%$403.9K———
Concorde Asset Management, LLC
N/A—6,330-6,330-100%$399.1K———
Quantinno Capital Management LP
N/A—6,225-6,225-100%$392.5K———
Beacon Pointe Advisors, LLC
N/A—6,125-6,125-100%$386.1K———
One Wealth Advisors, LLC
N/A—6,089-6,089-100%$383.9K———
Northern Trust Corp
N/A—5,809-5,809-100%$366.2K———
Global Retirement Partners, LLC
N/A—5,698-5,698-100%$359.2K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—5,589-5,589-100%$352.3K———
Sovereign Financial Group, Inc.
N/A—5,513-5,513-100%$347.5K———
O'shaughnessy Asset Management, LLC
N/A—5,444-5,444-100%$343.2K———
J. Mark Nickell & Co.
N/A—5,419-5,419-100%$341.6K———
Focus Partners Advisor Solutions, LLC
N/A—5,152-5,152-100%$324.8K———
Wealth Management Associates, Inc.
N/A—4,575-4,575-100%$288.4K———
Cladis Investment Advisory, LLC
N/A—4,300-4,300-100%$271.1K———
Centaurus Financial, Inc.
N/A—4,171-4,171-100%$263.0K———
Yukon Wealth Management, Inc.
N/A—4,012-4,012-100%$252.9K———
Aptus Capital Advisors, LLC
N/A—3,564-3,564-100%$224.7K———
Mpwm Advisory Solutions, LLC
N/A—3,465-3,465-100%$218.4K———
Gladstone Institutional Advisory LLC
N/A—3,403-3,403-100%$214.5K———
Front Row Advisors LLC
N/A—3,047-3,047-100%$186.5K———
SOA Wealth Advisors, Llc.
N/A—2,793-2,793-100%$176.1K———
BlackRock, Inc.
N/A—2,793-2,793-100%$176.1K———
Medallion Wealth Advisors, LLC
N/A—2,226-2,226-100%$140.3K———
Kilter Group LLC
N/A—2,129-2,129-100%$134.2K———
Atlantic Union Bankshares Corp
N/A—1,688-1,688-100%$106.4K———
Rothschild Investment LLC
N/A—1,525-1,525-100%$96.1K———
WealthShield Partners, LLC
N/A—1,426-1,426-100%$89.9K———
Colonial Trust Co / SC
N/A—1,330-1,330-100%$83.8K———
Ancora Advisors LLCA
N/A—1,146-1,146-100%$72.2K———
Fiduciary Financial Advisors
N/A—1,057-1,057-100%$66.7K———
Strategic Wealth Partners, Ltd.
N/A—781-781-100%$49.2K———
BFC Planning, Inc.
N/A—679-679-100%$42.8K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—560-560-100%$35.3K———
Smartleaf Asset Management LLC
N/A—536-536-100%$34.0K———
Aventura Private Wealth, LLC
N/A—532-532-100%$33.5K———
UBS Asset Management Americas LLC
N/A—415-415-100%$26.2K———
Franklin Resources Inc
N/A—400-400-100%$25.2K———
Dunhill Financial, LLC
N/A—390-390-100%$24.6K———
Corsicana & Co.
N/A—346-346-100%$21.8K———
Vision Retirement, LLC
N/A—315-315-100%$19.9K———
Bard Associates Inc
N/A—300-300-100%$18.9K———
Raffa Wealth Management, LLC
N/A—251-251-100%$15.8K———
Basecamp Wealth Advisors LLC
N/A—200-200-100%$12.6K———
Financial Gravity Companies, Inc.
N/A—181-181-100%$11.4K———
Gould Capital, LLC
N/A—175-175-100%$11.0K———
Ameriflex Group, Inc.
N/A—152-152-100%$9.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—113-113-100%$7.1K———
Chesapeake Asset Management LLC
N/A—111-111-100%$7.0K———
Anchor Investment Management, LLC
N/A—100-100-100%$6.3K———
Founders Financial Alliance, LLC
N/A—97-97-100%$6.1K———
Keating Financial Advisory Services, Inc.
N/A—86-86-100%$5.4K———
JDM Financial Group LLC
N/A—86-86-100%$5.4K———
Timbuktu Capital Management, LLC
N/A—73-73-100%$4.6K———
Bogart Wealth, LLC
N/A—70-70-100%$4.4K———
1 North Wealth Services LLC
N/A—54-54-100%$3.4K———
SHP Wealth Management
N/A—32-32-100%$2.0K———
WealthCollab, LLC
N/A—25-25-100%$1.6K———
Glassman Wealth Services
N/A—20-20-100%$1.3K———
Continuum Advisory, LLC
N/A—17-17-100%$1.1K———
BNP Paribas Financial Markets
N/A—14-14-100%$883———
Caitlin John, LLC
N/A—13-13-100%$820———
Imprint Wealth LLC
N/A—12-12-100%$756———
Showing 456 of 456 institutions