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Ishares 0-3 Month Treasury B (SGOV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares13,832,918 from 10,881,968
Change+2,950,950 (+27%)
Value$1.4B (+$297.2M)
Filed 2026-11-06
True North Advisors, LLC
NEW
Shares2,511,902
Change+2,511,902
Value$252.9M
Filed 2026-10-22
Equity Investment Corp
INCREASED
Shares2,265,141 from 265,303
Change+1,999,838 (+754%)
Value$228.1M (+$201.3M)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares2,200,596 from 1,670,089
Change+530,507 (+32%)
Value$220.8M (+$53.2M)
Filed 2026-10-13
Confluence Investment Management LLC
DECREASED
Shares2,152,535 from 2,788,012
Change-635,477 (-23%)
Value$216.7M (-$64.0M)
Filed 2026-10-01
CX Institutional
INCREASED
Shares1,933,047 from 1,847,279
Change+85,768 (+5%)
Value$194.6K (+$8.7K)
Filed 2026-10-02
Perigon Wealth Management, LLC
INCREASED
Shares1,907,278 from 465,972
Change+1,441,306 (+309%)
Value$192.0M (+$145.1M)
Filed 2026-10-22
Hollow Brook Wealth Management LLC
INCREASED
Shares1,729,663 from 1,077,270
Change+652,393 (+61%)
Value$174.1M (+$65.7M)
Filed 2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares1,633,018 from 709,368
Change+923,650 (+130%)
Value$164.4K (-$71.2M)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares1,593,502 from 1,561,558
Change+31,944 (+2%)
Value$160.4M (+$3.2M)
Filed 2026-10-08
Peavine Capital, LLC
INCREASED
Shares1,341,102 from 770,289
Change+570,813 (+74%)
Value$135.0M (+$57.5M)
Filed 2026-10-13
Alpha Wealth Funds, LLC
DECREASED
Shares1,125,518 from 1,221,972
Change-96,454 (-8%)
Value$113.3M (-$9.7M)
Filed 2026-11-05
3Edge Asset Management, LP
INCREASED
Shares1,121,792 from 935,234
Change+186,558 (+20%)
Value$112.9M (+$18.8M)
Filed 2026-10-30
Commonwealth Equity Services, LLC
INCREASED
Shares1,005,115 from 797,816
Change+207,299 (+26%)
Value$101.2M (+$20.9M)
Filed 2026-11-02
Jnba Financial Advisors
INCREASED
Shares996,162 from 924,007
Change+72,155 (+8%)
Value$100.3M (+$7.3M)
Filed 2026-11-03
Selective Wealth Management, Inc.
INCREASED
Shares985,111 from 963,067
Change+22,044 (+2%)
Value$99.1M (+$2.2M)
Filed 2026-10-16
Kestra Advisory Services, LLC
DECREASED
Shares927,730 from 1,003,580
Change-75,850 (-8%)
Value$93.4M (-$7.6M)
Filed 2026-11-02
Mesirow Financial Investment Management, Inc.
INCREASED
Shares903,815 from 779,029
Change+124,786 (+16%)
Value$91.0M (+$12.6M)
Filed 2026-11-05
Prairie Advisory, LLC
INCREASED
Shares888,790 from 432,456
Change+456,334 (+106%)
Value$89.5M (+$45.9M)
Filed 2026-10-19
Vise Technologies, Inc.
DECREASED
Shares859,510 from 1,609,405
Change-749,895 (-47%)
Value$86.5M (-$75.5M)
Filed 2026-10-29
Cynosure Group, LLC
INCREASED
Shares792,368 from 758,229
Change+34,139 (+5%)
Value$79.9M (+$3.4M)
Filed 2026-11-03
Fiduciary Financial Group, LLC
INCREASED
Shares777,752 from 672,284
Change+105,468 (+16%)
Value$78.3M (+$10.6M)
Filed 2026-10-13
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares723,000 from 587,000
Change+136,000 (+23%)
Value$72.8M (+$13.7M)
Filed 2026-11-03
Titleist Asset Management, LLC
INCREASED
Shares721,261 from 560,048
Change+161,213 (+29%)
Value$72.6M (+$16.2M)
Filed 2026-10-08
D.A. Davidson & Co.
DECREASED
Shares707,373 from 708,362
Change-989 (0%)
Value$71.2M (-$92.5K)
Filed 2026-10-28
PSP Research LLC
UNCHANGED
Shares700,000 from 700,000
Change0 (0%)
Value$70.5M (+$7.0K)
Filed 2026-10-21
Moneco Advisors, LLC
INCREASED
Shares655,805 from 637,159
Change+18,646 (+3%)
Value$66.0M (+$1.9M)
Filed 2026-11-05
HUB Investment Partners, LLC
DECREASED
Shares633,212 from 692,718
Change-59,506 (-9%)
Value$63.8M (-$6.0M)
Filed 2026-11-03
Trek Financial, LLC
INCREASED
Shares631,624 from 418,177
Change+213,447 (+51%)
Value$63.6M (+$21.5M)
Filed 2026-10-29
Brighton Jones LLC
INCREASED
Shares591,889 from 517,370
Change+74,519 (+14%)
Value$59.6M (+$7.5M)
Filed 2026-11-03
Fourpath Capital Management, LLC
NEW
Shares589,726
Change+589,726
Value$59.4M
Filed 2026-10-19
Flagship Harbor Advisors, LLC
INCREASED
Shares570,155 from 556,451
Change+13,704 (+2%)
Value$57.4M (+$1.4M)
Filed 2026-10-26
Evergreen Capital Management LLC
INCREASED
Shares565,763 from 507,483
Change+58,280 (+11%)
Value$57.0M (+$5.9M)
Filed 2026-10-23
Encompass More Asset Management
INCREASED
Shares554,028 from 58,220
Change+495,808 (+852%)
Value$55.8M (+$49.9M)
Filed 2026-10-16
Truist Financial Corp
DECREASED
Shares537,769 from 569,892
Change-32,123 (-6%)
Value$54.1M (-$3.2M)
Filed 2026-10-30
Creative Planning
INCREASED
Shares536,701 from 504,664
Change+32,037 (+6%)
Value$54.0M (+$3.2M)
Filed 2026-11-02
Balentine LLC
DECREASED
Shares531,945 from 1,026,567
Change-494,622 (-48%)
Value$53.6M (-$49.8M)
Filed 2026-11-03
Savant Capital, LLC
INCREASED
Shares497,362 from 279,858
Change+217,504 (+78%)
Value$50.1M (+$22.0M)
Filed 2026-11-06
Marks Wealth, LLC
NEW
Shares492,550
Change+492,550
Value$49.6M
Filed 2026-10-30
Blue Trust, Inc.
INCREASED
Shares491,322 from 85,751
Change+405,571 (+473%)
Value$49.5M (+$40.8M)
Filed 2026-10-15
AlphaStar Capital Management, LLC
DECREASED
Shares481,393 from 490,128
Change-8,735 (-2%)
Value$48.5M (-$874.6K)
Filed 2026-10-16
Vigilare Wealth Management
DECREASED
Shares471,390 from 720,786
Change-249,396 (-35%)
Value$47.5M (-$25.1M)
Filed 2026-10-29
Maxi Investments CY Ltd
INCREASED
Shares469,500 from 47,033
Change+422,467 (+898%)
Value$47.3K (-$4.7M)
Filed 2026-10-26
Penney Financial, LLC
INCREASED
Shares467,440 from 155,055
Change+312,385 (+201%)
Value$47.1M (+$31.5M)
Filed 2026-10-20
Souders Financial Advisors
INCREASED
Shares464,546 from 148,237
Change+316,309 (+213%)
Value$46.8M (+$31.8M)
Filed 2026-11-03
Brookstone Capital Management
INCREASED
Shares425,467 from 384,426
Change+41,041 (+11%)
Value$42.8M (+$4.1M)
Filed 2026-10-22
Index Fund Advisors, Inc.
DECREASED
Shares406,805 from 428,528
Change-21,723 (-5%)
Value$41.0M (-$2.2M)
Filed 2026-11-05
Lido Advisors, LLC
INCREASED
Shares402,365 from 370,237
Change+32,128 (+9%)
Value$40.5M (+$3.2M)
Filed 2026-11-04
Dynamic Financial Group
DECREASED
Shares394,034 from 404,566
Change-10,532 (-3%)
Value$39.7M (-$1.1M)
Filed 2026-10-28
Integrated Advisors Network LLC
INCREASED
Shares392,450 from 100,194
Change+292,256 (+292%)
Value$39.5M (+$29.4M)
Filed 2026-10-20
Larson Financial Group LLC
INCREASED
Shares391,291 from 355,658
Change+35,633 (+10%)
Value$39.4M (+$3.6M)
Filed 2026-11-05
Synergy Asset Management, LLC
INCREASED
Shares387,224 from 375,603
Change+11,621 (+3%)
Value$39.0M (+$1.2M)
Filed 2026-11-05
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED
Shares382,938 from 348,375
Change+34,563 (+10%)
Value$38.6M (+$3.5M)
Filed 2026-10-29
Wheelhouse Advisory Group LLC
INCREASED
Shares374,179 from 362,616
Change+11,563 (+3%)
Value$37.7M (+$1.2M)
Filed 2026-10-20
Arjuna Capital
DECREASED
Shares369,442 from 376,010
Change-6,568 (-2%)
Value$37.2M (-$657.5K)
Filed 2026-11-03
RFG Advisory, LLC
INCREASED
Shares369,248 from 350,260
Change+18,988 (+5%)
Value$37.2M (+$1.9M)
Filed 2026-11-03
Cypress Capital, LLC
DECREASED
Shares354,964 from 361,428
Change-6,464 (-2%)
Value$35.7M (-$647.1K)
Filed 2026-10-20
Diversified Trust Co
DECREASED
Shares350,908 from 364,766
Change-13,858 (-4%)
Value$35.3M (-$1.4M)
Filed 2026-11-06
Capital Investment Advisors, LLC
INCREASED
Shares347,472 from 294,671
Change+52,801 (+18%)
Value$35.0M (+$5.3M)
Filed 2026-10-22
Private Wealth Group, LLC
INCREASED
Shares340,956 from 249,089
Change+91,867 (+37%)
Value$34.3M (+$9.3M)
Filed 2026-10-19
Robertson Stephens Wealth Management, LLC
INCREASED
Shares334,657 from 286,216
Change+48,441 (+17%)
Value$33.7M (+$4.9M)
Filed 2026-10-16
Bangor Savings Bank
DECREASED
Shares333,848 from 366,588
Change-32,740 (-9%)
Value$33.6M (-$3.3M)
Filed 2026-10-06
RIA Advisory Group LLC
DECREASED
Shares323,456 from 417,009
Change-93,553 (-22%)
Value$32.6M (-$9.4M)
Filed 2026-10-15
Woodley Farra Manion Portfolio Management Inc
DECREASED
Shares320,075 from 326,049
Change-5,974 (-2%)
Value$32.2M (-$598.2K)
Filed 2026-11-05
Relyea Zuckerberg Hanson LLC
DECREASED
Shares317,417 from 343,341
Change-25,924 (-8%)
Value$32.0M (-$2.6M)
Filed 2026-10-20
Strategic Planning Group, LLC
NEW
Shares313,991
Change+313,991
Value$31.6M
Filed 2026-10-22
Valmark Advisers, Inc.
INCREASED
Shares312,364 from 287,450
Change+24,914 (+9%)
Value$31.4M (+$2.5M)
Filed 2026-11-06
Alpha Advisors, LLC
INCREASED
Shares309,087 from 184,841
Change+124,246 (+67%)
Value$31.1M (+$12.5M)
Filed 2026-10-19
Milestone Asset Management, LLC
INCREASED
Shares307,206 from 291,854
Change+15,352 (+5%)
Value$30.9M (+$1.5M)
Filed 2026-10-15
Laurel Wealth Advisors LLC
INCREASED
Shares302,487 from 294,790
Change+7,697 (+3%)
Value$30.5M (+$777.9K)
Filed 2026-10-27
Kellett Wealth Advisors, LLC
NEW
Shares302,302
Change+302,302
Value$30.4M
Filed 2026-10-15
Rebalance, LLC
INCREASED
Shares289,857 from 200,771
Change+89,086 (+44%)
Value$29.2M (+$9.0M)
Filed 2026-10-22
Wedbush Securities Inc
DECREASED
Shares286,171 from 325,527
Change-39,356 (-12%)
Value$28.8K (-$32.7M)
Filed 2026-10-22
Valen Private Capital, LLC
NEW
Shares283,934
Change+283,934
Value$28.6M
Filed 2026-10-23
One Degree Advisors Inc
INCREASED
Shares275,883 from 127,371
Change+148,512 (+117%)
Value$27.7M (+$14.9M)
Filed 2026-11-06
Beaumont Financial Advisors, LLC
DECREASED
Shares273,127 from 289,113
Change-15,986 (-6%)
Value$27.5M (-$1.6M)
Filed 2026-10-22
Apollon Wealth Management, LLC
INCREASED
Shares263,100 from 210,320
Change+52,780 (+25%)
Value$26.5M (+$5.3M)
Filed 2026-10-23
Traphagen Investment Advisors LLC
INCREASED
Shares262,472 from 251,033
Change+11,439 (+5%)
Value$26.4M (+$1.2M)
Filed 2026-10-14
One Day In July LLC
DECREASED
Shares259,528 from 264,043
Change-4,515 (-2%)
Value$26.1M (-$452.0K)
Filed 2026-10-30
Prospera Financial Services Inc
INCREASED
Shares259,371 from 105,350
Change+154,021 (+146%)
Value$26.1M (+$15.5M)
Filed 2026-11-04
Prescott Group Capital Management, L.L.C.
INCREASED
Shares257,117 from 254,802
Change+2,315 (+1%)
Value$25.9M (+$235.5K)
Filed 2026-10-30
Shrier Wealth Management, LLC
INCREASED
Shares255,050 from 230,244
Change+24,806 (+11%)
Value$25.7M (+$2.5M)
Filed 2026-10-20
Gibraltar Capital Management, Inc.
INCREASED
Shares254,430 from 76,269
Change+178,161 (+234%)
Value$25.6M (+$17.9M)
Filed 2026-10-27
Oppenheimer Asset Management Inc.
INCREASED
Shares245,109 from 212,368
Change+32,741 (+15%)
Value$24.7M (+$3.3M)
Filed 2026-10-27
AWM Capital, LLC
DECREASED
Shares241,974 from 382,147
Change-140,173 (-37%)
Value$24.4M (-$14.1M)
Filed 2026-10-16
Resonant Capital Advisors, LLC
DECREASED
Shares240,245 from 279,727
Change-39,482 (-14%)
Value$24.2M (-$4.0M)
Filed 2026-10-15
Pinion Investment Advisors, LLC
INCREASED
Shares240,070 from 129,837
Change+110,233 (+85%)
Value$24.2M (+$11.1M)
Filed 2026-11-04
Cornerstone Advisors Asset Management, LLC
DECREASED
Shares239,575 from 240,518
Change-943 (0%)
Value$24.1M (-$92.5K)
Filed 2026-11-06
Affinity Capital Advisors, LLC
INCREASED
Shares236,566 from 177,956
Change+58,610 (+33%)
Value$23.8M (+$5.9M)
Filed 2026-10-13
Virginia Estate & Retirement Planning Advisors Inc.
DECREASED
Shares230,881 from 231,753
Change-872 (0%)
Value$23.2M (-$85.5K)
Filed 2026-10-14
ACR Alpine Capital Research, LLC
INCREASED
Shares228,160 from 216,767
Change+11,393 (+5%)
Value$23.0M (+$1.1M)
Filed 2026-11-02
Pacific Capital Wealth Advisors, Inc.
INCREASED
Shares226,949 from 136,912
Change+90,037 (+66%)
Value$22.8M (+$9.1M)
Filed 2026-10-22
Occidental Asset Management, LLC
INCREASED
Shares225,441 from 194,927
Change+30,514 (+16%)
Value$22.7M (+$3.1M)
Filed 2026-11-05
Private Advisory Group LLC
DECREASED
Shares224,485 from 237,617
Change-13,132 (-6%)
Value$22.6M (-$1.3M)
Filed 2026-11-06
Castle Rock Wealth Management, LLC
INCREASED
Shares222,619 from 78,845
Change+143,774 (+182%)
Value$22.4M (+$14.4M)
Filed 2026-10-09
Integrity Alliance, Llc.
INCREASED
Shares222,205 from 143,981
Change+78,224 (+54%)
Value$22.4M (+$7.9M)
Filed 2026-10-29
Magnolia Group, LLC
INCREASED
Shares220,000 from 195,000
Change+25,000 (+13%)
Value$22.1M (+$2.5M)
Filed 2026-11-05
Miramontes Capital, LLC
DECREASED
Shares218,967 from 231,591
Change-12,624 (-5%)
Value$22.0M (-$1.3M)
Filed 2026-10-19
Twelve Points Wealth Management LLC
INCREASED
Shares215,999 from 186,754
Change+29,245 (+16%)
Value$21.8M (+$3.0M)
Filed 2026-11-03
O'Domhnaill Enterprises, Inc.
INCREASED
Shares213,956 from 131,687
Change+82,269 (+62%)
Value$21.5M (+$8.3M)
Filed 2026-10-29
Woodard & Co Asset Management Group Inc
NEW
Shares212,816
Change+212,816
Value$21.4M
Filed 2026-11-03
Trust Co of Vermont
INCREASED
Shares212,203 from 125,859
Change+86,344 (+69%)
Value$21.4M (+$8.7M)
Filed 2026-10-21
Navigate Wealth Management, LLC
INCREASED
Shares212,185 from 191,369
Change+20,816 (+11%)
Value$21.3M (+$2.1M)
Filed 2026-10-14
RD Finance Ltd
NEW
Shares205,275
Change+205,275
Value$20.7K
Filed 2026-10-26
Allworth Financial LP
INCREASED
Shares203,021 from 193,812
Change+9,209 (+5%)
Value$20.4M (+$927.0K)
Filed 2026-11-06
Plan Group Financial, LLC
INCREASED
Shares202,601 from 113,737
Change+88,864 (+78%)
Value$20.4M (+$8.9M)
Filed 2026-10-22
Marest Capital, LLC
DECREASED
Shares201,260 from 243,941
Change-42,681 (-17%)
Value$20.3M (-$4.3M)
Filed 2026-10-23
Deltec Asset Management LLC
NEW
Shares200,849
Change+200,849
Value$20.2M
Filed 2026-10-26
Independent Financial Group, LLC
INCREASED
Shares197,517 from 140,190
Change+57,327 (+41%)
Value$19.9M (+$5.8M)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
INCREASED
Shares193,828 from 76,122
Change+117,706 (+155%)
Value$19.5M (+$11.9M)
Filed 2026-10-16
Sterling Investment Advisors LLC
DECREASED
Shares185,383 from 188,608
Change-3,225 (-2%)
Value$18.7M (-$322.8K)
Filed 2026-10-27
Almanack Investment Partners, Llc.
DECREASED
Shares183,793 from 284,491
Change-100,698 (-35%)
Value$18.5M (-$10.1M)
Filed 2026-11-03
Mader & Shannon Wealth Management, Inc.
DECREASED
Shares183,511 from 336,373
Change-152,862 (-45%)
Value$18.5M (-$15.4M)
Filed 2026-11-02
Tortoise Investment Management, LLC
DECREASED
Shares182,798 from 262,915
Change-80,117 (-30%)
Value$18.4M (-$8.1M)
Filed 2026-11-06
VestGen Advisors, LLC
DECREASED
Shares179,200 from 264,848
Change-85,648 (-32%)
Value$18.0M (-$8.6M)
Filed 2026-10-27
IFS Advisors, LLC
INCREASED
Shares177,755 from 176,007
Change+1,748 (+1%)
Value$17.9M (+$177.7K)
Filed 2026-10-14
Heritage Wealth Management, Inc. s
INCREASED
Shares174,340 from 89,205
Change+85,135 (+95%)
Value$17.5M (+$8.6M)
Filed 2026-11-06
Park Avenue Securities LLC
INCREASED
Shares172,319 from 160,029
Change+12,290 (+8%)
Value$17.3K (-$16.1M)
Filed 2026-10-26
Five Oceans Advisors
DECREASED
Shares172,013 from 193,177
Change-21,164 (-11%)
Value$17.3M (-$2.1M)
Filed 2026-10-22
Woodmont Investment Counsel LLC
INCREASED
Shares171,672 from 136,041
Change+35,631 (+26%)
Value$17.3M (+$3.6M)
Filed 2026-10-29
StoneX Group Inc.
INCREASED
Shares171,403 from 108,136
Change+63,267 (+59%)
Value$17.3M (+$6.4M)
Filed 2026-11-03
Kennicott Capital Management LLC
INCREASED
Shares169,385 from 149,832
Change+19,553 (+13%)
Value$17.1M (+$2.0M)
Filed 2026-10-16
Financial Discovery Group Inc
INCREASED
Shares166,952 from 136,457
Change+30,495 (+22%)
Value$16.8M (+$3.1M)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
INCREASED
Shares166,694 from 139,935
Change+26,759 (+19%)
Value$16.8M (+$2.7M)
Filed 2026-11-06
Stableford Capital II LLC
INCREASED
Shares166,137 from 162,018
Change+4,119 (+3%)
Value$16.7M (+$416.3K)
Filed 2026-10-09
Pecaut & Co.
INCREASED
Shares164,689 from 163,019
Change+1,670 (+1%)
Value$16.6M (+$169.8K)
Filed 2026-10-27
CFS Investment Advisory Services, LLC
DECREASED
Shares163,230 from 216,009
Change-52,779 (-24%)
Value$16.4M (-$5.3M)
Filed 2026-10-19
Crown Wealth Group, LLC
INCREASED
Shares159,400 from 131,917
Change+27,483 (+21%)
Value$16.0M (+$2.8M)
Filed 2026-10-19
Integris Wealth Management, LLC
INCREASED
Shares157,723 from 118,657
Change+39,066 (+33%)
Value$15.9M (+$3.9M)
Filed 2026-10-14
MGO One Seven LLC
DECREASED
Shares156,671 from 186,665
Change-29,994 (-16%)
Value$15.8M (-$3.0M)
Filed 2026-10-28
US Bancorp \de\
INCREASED
Shares153,898 from 52,100
Change+101,798 (+195%)
Value$15.5M (+$10.2M)
Filed 2026-11-05
Focused Wealth Management, Inc
INCREASED
Shares153,689 from 151,154
Change+2,535 (+2%)
Value$15.5M (+$256.7K)
Filed 2026-10-30
J2 Capital Management Inc
DECREASED
Shares151,875 from 181,302
Change-29,427 (-16%)
Value$15.3M (-$3.0M)
Filed 2026-10-19
Dorval Corp
INCREASED
Shares149,704 from 146,232
Change+3,472 (+2%)
Value$15.1M (+$351.1K)
Filed 2026-10-29
Vivid Wealth Management, LLC
DECREASED
Shares149,449 from 151,612
Change-2,163 (-1%)
Value$15.0M (-$216.3K)
Filed 2026-10-27
ARQ Wealth Advisors, LLC
INCREASED
Shares148,789 from 131,343
Change+17,446 (+13%)
Value$15.0M (+$1.8M)
Filed 2026-10-29
Bank of New York Mellon Corp
INCREASED
Shares148,087 from 141,188
Change+6,899 (+5%)
Value$14.9M (+$695.9K)
Filed 2026-11-05
Clear Creek Financial Management, LLC
INCREASED
Shares146,048 from 94,120
Change+51,928 (+55%)
Value$14.7M (+$5.2M)
Filed 2026-10-28
Congress Park Capital LLC
INCREASED
Shares145,952 from 86,572
Change+59,380 (+69%)
Value$14.7M (+$6.0M)
Filed 2026-10-13
Creative Financial Designs Inc
INCREASED
Shares145,391 from 22,491
Change+122,900 (+546%)
Value$14.6M (+$12.4M)
Filed 2026-11-04
Waterfront Wealth Inc.
DECREASED
Shares144,336 from 149,801
Change-5,465 (-4%)
Value$14.6M (-$514.8K)
Filed 2026-11-03
Atlas Private Wealth Advisors
INCREASED
Shares144,059 from 139,178
Change+4,881 (+4%)
Value$14.5M (+$492.9K)
Filed 2026-10-23
Mascoma Wealth Management LLC
INCREASED
Shares143,979 from 143,476
Change+503 (+0%)
Value$14.5M (+$52.1K)
Filed 2026-10-23
Worth Asset Management, LLC
DECREASED
Shares142,536 from 177,200
Change-34,664 (-20%)
Value$14.4M (-$3.5M)
Filed 2026-10-07
Aries Wealth Management
DECREASED
Shares140,695 from 141,955
Change-1,260 (-1%)
Value$14.2M (-$125.4K)
Filed 2026-10-23
Crescent Grove Advisors, LLC
DECREASED
Shares138,344 from 139,719
Change-1,375 (-1%)
Value$13.9M (-$137.1K)
Filed 2026-10-21
Money Concepts Capital Corp
INCREASED
Shares138,272 from 134,226
Change+4,046 (+3%)
Value$13.9M (+$408.6K)
Filed 2026-11-06
Dominguez Wealth Management Solutions, Inc.
DECREASED
Shares137,763 from 141,668
Change-3,905 (-3%)
Value$13.9M (-$391.8K)
Filed 2026-10-07
Root Financial Partners, LLC
INCREASED
Shares137,498 from 119,099
Change+18,399 (+15%)
Value$13.8M (+$1.9M)
Filed 2026-10-21
International Assets Investment Management, LLC
INCREASED
Shares137,407 from 136,379
Change+1,028 (+1%)
Value$13.8M (+$104.6K)
Filed 2026-11-02
Citigroup Inc
DECREASED
Shares135,116 from 528,620
Change-393,504 (-74%)
Value$13.6M (-$39.6M)
Filed 2026-11-04
Spectrum Planning & Advisory Services Inc.
INCREASED
Shares132,465 from 127,682
Change+4,783 (+4%)
Value$13.3M (+$482.8K)
Filed 2026-11-05
Montgomery Investment Management Inc
DECREASED
Shares132,150 from 141,490
Change-9,340 (-7%)
Value$13.3M (-$938.9K)
Filed 2026-10-26
RTD Financial Advisors, Inc.
NEW
Shares131,939
Change+131,939
Value$13.3M
Filed 2026-10-09
Warren Street Wealth Advisors, LLC
INCREASED
Shares131,595 from 73,658
Change+57,937 (+79%)
Value$13.2M (+$5.8M)
Filed 2026-11-04
Svrn Asset Management, LLC
INCREASED
Shares126,651 from 122,285
Change+4,366 (+4%)
Value$12.8M (+$440.9K)
Filed 2026-11-02
Sowell Financial Services LLC
DECREASED
Shares126,183 from 139,081
Change-12,898 (-9%)
Value$12.7M (-$1.3M)
Filed 2026-10-23
First Merchants Corp
INCREASED
Shares125,374 from 102,484
Change+22,890 (+22%)
Value$12.6M (+$2.3M)
Filed 2026-10-15
Spire Wealth Management
INCREASED
Shares125,029 from 55,301
Change+69,728 (+126%)
Value$12.6M (+$7.0M)
Filed 2026-10-30
Bria Capital Group, LLC
NEW
Shares122,928
Change+122,928
Value$12.4M
Filed 2026-10-22
RMR Capital Management, LLC
INCREASED
Shares122,718 from 121,605
Change+1,113 (+1%)
Value$12.4M (+$113.4K)
Filed 2026-10-23
Highland Financial Advisors, LLC
INCREASED
Shares120,243 from 113,186
Change+7,057 (+6%)
Value$12.1M (+$711.7K)
Filed 2026-10-19
Retirement Planning Group, LLC
DECREASED
Shares118,897 from 148,878
Change-29,981 (-20%)
Value$12.0M (-$3.0M)
Filed 2026-10-19
Heritage Wealth Management, Inc.
DECREASED
Shares118,120 from 125,255
Change-7,135 (-6%)
Value$11.9M (-$717.1K)
Filed 2026-10-27
Madrona Financial Services, LLC
NEW
Shares117,195
Change+117,195
Value$11.8M
Filed 2026-10-23
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares116,852 from 117,885
Change-1,033 (-1%)
Value$11.8M (-$102.8K)
Filed 2026-10-16
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares116,806 from 53,721
Change+63,085 (+117%)
Value$11.8M (+$6.4M)
Filed 2026-10-15
Baker Ellis Asset Management LLC
INCREASED
Shares115,968 from 98,593
Change+17,375 (+18%)
Value$11.7M (+$1.8M)
Filed 2026-10-14
IFP Advisors, Inc
DECREASED
Shares115,291 from 118,044
Change-2,753 (-2%)
Value$11.6M (-$276.0K)
Filed 2026-10-16
Courier Capital LLC
INCREASED
Shares113,648 from 111,804
Change+1,844 (+2%)
Value$11.4M (+$186.8K)
Filed 2026-10-19
Clearstead Advisors, LLC
INCREASED
Shares113,525 from 87,822
Change+25,703 (+29%)
Value$11.4M (+$2.6M)
Filed 2026-11-06
Thrivent Financial for Lutherans
INCREASED
Shares112,385 from 93,096
Change+19,289 (+21%)
Value$11.3M (+$1.9M)
Filed 2026-11-05
Legacy Wealth Partners, LLC
INCREASED
Shares111,524 from 6,113
Change+105,411 (+1724%)
Value$11.2M (+$10.6M)
Filed 2026-10-15
Klein Pavlis & Peasley Financial, Inc.
INCREASED
Shares111,437 from 69,096
Change+42,341 (+61%)
Value$11.2M (+$4.3M)
Filed 2026-10-13
Silver Lake Advisory, LLC
DECREASED
Shares109,532 from 113,151
Change-3,619 (-3%)
Value$11.0M (-$363.2K)
Filed 2026-10-22
Malaga Cove Capital, LLC
INCREASED
Shares108,793 from 93,255
Change+15,538 (+17%)
Value$11.0M (+$1.6M)
Filed 2026-10-23
Kingstone Capital Partners Texas, LLC
INCREASED
Shares106,020 from 103,266
Change+2,754 (+3%)
Value$10.7M (+$278.3K)
Filed 2026-11-03
Anson Capital, Inc.
INCREASED
Shares105,639 from 102,143
Change+3,496 (+3%)
Value$10.6M (+$353.0K)
Filed 2026-10-23
Kassira Wealth Management LLC
DECREASED
Shares105,515 from 117,620
Change-12,105 (-10%)
Value$10.6M (-$1.2M)
Filed 2026-10-28
Koa Wealth Management, LLC
INCREASED
Shares102,721 from 100,322
Change+2,399 (+2%)
Value$10.3M (+$242.5K)
Filed 2026-10-14
Stonekeep Investments, LLC
UNCHANGED
Shares101,913 from 101,913
Change0 (0%)
Value$10.3M (+$10.3M)
Filed 2026-10-15
Andina Capital Management, LLC
INCREASED
Shares101,290 from 61,745
Change+39,545 (+64%)
Value$10.2M (+$4.0M)
Filed 2026-10-21
Code Waechter LLC
DECREASED
Shares100,234 from 113,092
Change-12,858 (-11%)
Value$10.1M (-$1.3M)
Filed 2026-10-23
Jmac Enterprises LLC
INCREASED
Shares100,013 from 95,745
Change+4,268 (+4%)
Value$10.1M (+$430.7K)
Filed 2026-10-30
Silverlake Wealth Management LLC
DECREASED
Shares99,972 from 102,152
Change-2,180 (-2%)
Value$10.1M (-$218.5K)
Filed 2026-10-21
Central Trust Co
DECREASED
Shares99,083 from 124,852
Change-25,769 (-21%)
Value$10.0M (-$2.6M)
Filed 2026-11-05
Riverwater Partners LLC
INCREASED
Shares97,140 from 51,281
Change+45,859 (+89%)
Value$9.8M (+$4.6M)
Filed 2026-11-03
Madson Wealth Advisors Inc
INCREASED
Shares97,013 from 91,162
Change+5,851 (+6%)
Value$9.8M (+$590.0K)
Filed 2026-10-13
Carnegie Investment Counsel
DECREASED
Shares95,645 from 112,565
Change-16,920 (-15%)
Value$9.6M (-$1.7M)
Filed 2026-10-20
Simon Quick Advisors, LLC
DECREASED
Shares95,606 from 100,937
Change-5,331 (-5%)
Value$9.6M (-$535.7K)
Filed 2026-10-26
William John Sempolinski
INCREASED
Shares95,072 from 81,790
Change+13,282 (+16%)
Value$9.6M (+$1.3M)
Filed 2026-10-20
Elevate Capital Advisors, LLC
DECREASED
Shares94,382 from 97,239
Change-2,857 (-3%)
Value$9.5M (-$286.7K)
Filed 2026-11-02
Atria Investments, Inc
DECREASED
Shares93,165 from 97,214
Change-4,049 (-4%)
Value$9.4M (-$406.6K)
Filed 2026-10-15
Capital Advisors Wealth Management, LLC
INCREASED
Shares92,926 from 63,051
Change+29,875 (+47%)
Value$9.4M (+$3.0M)
Filed 2026-10-09
Boomfish Wealth Group, LLC
INCREASED
Shares92,709 from 38,220
Change+54,489 (+143%)
Value$9.3M (+$5.5M)
Filed 2026-10-22
J.W. Cole Advisors, Inc.
DECREASED
Shares92,640 from 94,444
Change-1,804 (-2%)
Value$9.3M (-$180.7K)
Filed 2026-11-05
Ascentis Independent Advisors
INCREASED
Shares92,357 from 16,562
Change+75,795 (+458%)
Value$9.3M (+$7.6M)
Filed 2026-11-03
Journey Advisory Group, LLC
DECREASED
Shares92,100 from 180,525
Change-88,425 (-49%)
Value$9.3M (-$8.9M)
Filed 2026-11-04
Winnacle Wealth LLC
DECREASED
Shares92,016 from 102,068
Change-10,052 (-10%)
Value$9.3M (-$1.0M)
Filed 2026-10-15
Citizens Financial Group Inc
INCREASED
Shares91,800 from 34,757
Change+57,043 (+164%)
Value$9.2M (+$5.7M)
Filed 2026-10-23
Partners Wealth Management, LLC
NEW
Shares91,689
Change+91,689
Value$9.2M
Filed 2026-10-28
Diversify Advisory Services, LLC
DECREASED
Shares91,549 from 93,042
Change-1,493 (-2%)
Value$9.2M (-$159.4K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares91,549 from 93,042
Change-1,493 (-2%)
Value$9.2M (-$159.4K)
Filed 2026-10-20
XY Planning Network, Inc.
INCREASED
Shares90,260 from 84,102
Change+6,158 (+7%)
Value$9.1M (+$620.8K)
Filed 2026-10-14
Flagship Private Wealth, LLC
INCREASED
Shares90,257 from 83,827
Change+6,430 (+8%)
Value$9.1M (+$648.2K)
Filed 2026-11-05
Founders Financial Securities LLC
INCREASED
Shares89,996 from 82,963
Change+7,033 (+8%)
Value$9.1M (+$708.9K)
Filed 2026-10-28
Monarch Capital Management Inc
DECREASED
Shares88,911 from 94,511
Change-5,600 (-6%)
Value$9.0M (-$562.9K)
Filed 2026-10-19
Fifth Third Bancorp
INCREASED
Shares88,869 from 72,162
Change+16,707 (+23%)
Value$8.9M (+$1.7M)
Filed 2026-11-05
Motive Wealth Advisors
DECREASED
Shares88,412 from 98,027
Change-9,615 (-10%)
Value$8.9M (-$967.1K)
Filed 2026-10-26
Ritholtz Wealth Management
NEW
Shares88,100
Change+88,100
Value$8.9M
Filed 2026-11-05
Farnam Financial LLC
DECREASED
Shares87,875 from 99,403
Change-11,528 (-12%)
Value$8.8M (-$1.2M)
Filed 2026-10-21
Platform Technology Partners
INCREASED
Shares87,723 from 44,779
Change+42,944 (+96%)
Value$8.8M (+$4.3M)
Filed 2026-11-02
Toth Financial Advisory Corp
DECREASED
Shares84,467 from 96,660
Change-12,193 (-13%)
Value$8.5M (-$1.2M)
Filed 2026-10-08
DeLarme Wealth Management, Inc.
INCREASED
Shares82,865 from 69,151
Change+13,714 (+20%)
Value$8.3M (+$1.4M)
Filed 2026-10-30
Lake Hills Wealth Management, LLC
NEW
Shares80,633
Change+80,633
Value$8.1M
Filed 2026-10-07
Boyum Wealth Architects LLC
INCREASED
Shares80,324 from 73,093
Change+7,231 (+10%)
Value$8.1M (+$720.4K)
Filed 2026-10-06
Bull Oak Capital, LLC
DECREASED
Shares79,564 from 104,497
Change-24,933 (-24%)
Value$8.0M (-$2.5M)
Filed 2026-10-23
Parallel Advisors, LLC
INCREASED
Shares75,567 from 27,204
Change+48,363 (+178%)
Value$7.6M (+$4.9M)
Filed 2026-11-03
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares75,164 from 72,375
Change+2,789 (+4%)
Value$7.6M (+$281.4K)
Filed 2026-10-13
EverSource Wealth Advisors, LLC
INCREASED
Shares75,053 from 39,365
Change+35,688 (+91%)
Value$7.6M (+$3.6M)
Filed 2026-11-04
Alterna Wealth Management, Inc
INCREASED
Shares74,459 from 49,193
Change+25,266 (+51%)
Value$7.5M (+$2.5M)
Filed 2026-10-27
Hofer & Associates. Inc
NEW
Shares74,428
Change+74,428
Value$7.5M
Filed 2026-10-13
RED Crane Wealth Management, LLC
INCREASED
Shares74,428 from 68,402
Change+6,026 (+9%)
Value$7.5M (+$607.4K)
Filed 2026-10-14
Fiduciary Alliance LLC
DECREASED
Shares73,409 from 73,514
Change-105 (0%)
Value$7.4M (-$9.9K)
Filed 2026-10-13
Marathon Capital Management
INCREASED
Shares71,975 from 45,615
Change+26,360 (+58%)
Value$7.2M (+$2.7M)
Filed 2026-10-23
Concord Wealth Partners
INCREASED
Shares70,492 from 63,533
Change+6,959 (+11%)
Value$7.1M (+$701.3K)
Filed 2026-11-02
Walker Financial Services, Inc.
NEW
Shares70,461
Change+70,461
Value$7.1M
Filed 2026-10-26
Gerber Kawasaki Wealth & Investment Management
INCREASED
Shares70,425 from 37,385
Change+33,040 (+88%)
Value$7.1M (+$3.3M)
Filed 2026-10-29
PW Nova Financial Services LLC
DECREASED
Shares69,896 from 73,456
Change-3,560 (-5%)
Value$7.0M (-$357.7K)
Filed 2026-10-15
Anderson Hoagland & Co
DECREASED
Shares69,770 from 107,051
Change-37,281 (-35%)
Value$7.0M (-$3.8M)
Filed 2026-10-23
Wilmington Savings Fund Society, FSB
INCREASED
Shares68,524 from 67,859
Change+665 (+1%)
Value$6.9M (+$67.6K)
Filed 2026-10-23
Emprise Bank
DECREASED
Shares67,950 from 71,184
Change-3,234 (-5%)
Value$6.8M (-$324.9K)
Filed 2026-10-07
Sensenig Capital Advisors, Inc
DECREASED
Shares67,081 from 69,495
Change-2,414 (-3%)
Value$6.8M (-$242.4K)
Filed 2026-10-23
Prime Capital Investment Advisors, LLC
INCREASED
Shares66,167 from 51,837
Change+14,330 (+28%)
Value$6.7M (+$1.4M)
Filed 2026-10-20
Apex Wealth Management, LLC
NEW
Shares65,619
Change+65,619
Value$6.6M
Filed 2026-10-20
Caliber Wealth Management, LLC / KS
DECREASED
Shares64,800 from 68,509
Change-3,709 (-5%)
Value$6.5M (-$372.7K)
Filed 2026-11-04
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares64,297 from 50,179
Change+14,118 (+28%)
Value$6.5M (+$1.4M)
Filed 2026-11-04
Procyon Advisors, LLC
INCREASED
Shares63,677 from 17,210
Change+46,467 (+270%)
Value$6.4M (+$4.7M)
Filed 2026-10-21
Bouvel Investment Partners, LLC
INCREASED
Shares62,803 from 26,801
Change+36,002 (+134%)
Value$6.3M (+$3.6M)
Filed 2026-10-13
Diversified Portfolios, Inc.
INCREASED
Shares62,800 from 14,708
Change+48,092 (+327%)
Value$6.3M (+$4.8M)
Filed 2026-11-04
Scratch Capital LLC
DECREASED
Shares62,689 from 123,808
Change-61,119 (-49%)
Value$6.3M (-$6.2M)
Filed 2026-11-02
Arrien Investments, Inc.
DECREASED
Shares61,875 from 69,156
Change-7,281 (-11%)
Value$6.2M (-$732.4K)
Filed 2026-10-30
Elevation Point Wealth Partners, LLC
DECREASED
Shares61,806 from 82,926
Change-21,120 (-25%)
Value$6.2M (-$2.1M)
Filed 2026-11-05
Buck Wealth Strategies, LLC
INCREASED
Shares61,666 from 53,128
Change+8,538 (+16%)
Value$6.2M (+$860.1K)
Filed 2026-10-28
Farrow Financial, Inc.
DECREASED
Shares61,165 from 62,624
Change-1,459 (-2%)
Value$6.2M (-$146.3K)
Filed 2026-10-30
Compagnie Lombard Odier SCmA
INCREASED
Shares60,763 from 57,690
Change+3,073 (+5%)
Value$6.1M (+$309.9K)
Filed 2026-11-04
Invariant Investment Management
UNCHANGED
Shares59,727 from 59,727
Change0 (0%)
Value$6.0M ($0)
Filed 2026-10-08
Greenspring Advisors, LLC
INCREASED
Shares59,469 from 59,189
Change+280 (+0%)
Value$6.0M (+$28.9K)
Filed 2026-11-05
ADE, LLC
DECREASED
Shares58,980 from 59,477
Change-497 (-1%)
Value$5.9M (-$49.3K)
Filed 2026-10-29
Legacy Advisory Services, LLC
DECREASED
Shares58,595 from 157,858
Change-99,263 (-63%)
Value$5.9M (-$10.0M)
Filed 2026-10-20
Strategic Blueprint, LLC
INCREASED
Shares57,965 from 56,257
Change+1,708 (+3%)
Value$5.8M (+$172.5K)
Filed 2026-10-22
Altura Wealth Advisors Inc.
INCREASED
Shares57,933 from 36,407
Change+21,526 (+59%)
Value$5.8M (+$2.2M)
Filed 2026-10-22
Seal Cove Capital, LLC
UNCHANGED
Shares57,726 from 57,726
Change0 (0%)
Value$5.8M (+$578)
Filed 2026-11-06
FAI Advisors, Inc.
DECREASED
Shares57,720 from 91,192
Change-33,472 (-37%)
Value$5.8M (-$3.4M)
Filed 2026-10-27
Commonwealth Financial Services, LLC
DECREASED
Shares57,345 from 62,122
Change-4,777 (-8%)
Value$5.8M (-$480.4K)
Filed 2026-10-20
PFG Advisors
DECREASED
Shares57,166 from 113,231
Change-56,065 (-50%)
Value$5.8M (-$5.6M)
Filed 2026-10-16
Baring Financial LLC
DECREASED
Shares56,480 from 56,863
Change-383 (-1%)
Value$5.7M (-$37.9K)
Filed 2026-10-07
Teamwork Financial Advisors, LLC
NEW
Shares56,147
Change+56,147
Value$5.7M
Filed 2026-10-19
Ackerman Capital Advisors, LLC
DECREASED
Shares55,332 from 57,034
Change-1,702 (-3%)
Value$5.6M (-$170.8K)
Filed 2026-10-30
Decker Retirement Planning Inc.
DECREASED
Shares55,176 from 759,734
Change-704,558 (-93%)
Value$5.6M (-$70.9M)
Filed 2026-10-19
Midwest Financial Partners Investments, Inc.
INCREASED
Shares55,048 from 27,825
Change+27,223 (+98%)
Value$5.5M (+$2.7M)
Filed 2026-10-08
Cove Private Wealth, LLC
INCREASED
Shares54,157 from 47,750
Change+6,407 (+13%)
Value$5.5M (+$645.5K)
Filed 2026-10-28
Slow Capital, Inc.
INCREASED
Shares53,255 from 51,157
Change+2,098 (+4%)
Value$5.4M (+$211.7K)
Filed 2026-10-23
Armstrong Advisory Group, Inc
INCREASED
Shares53,099 from 32,657
Change+20,442 (+63%)
Value$5.3M (+$2.1M)
Filed 2026-10-09
Watchman Group, Inc.
DECREASED
Shares52,811 from 78,114
Change-25,303 (-32%)
Value$5.3M (-$2.5M)
Filed 2026-10-16
Signal Advisors Wealth, LLC
DECREASED
Shares52,215 from 57,208
Change-4,993 (-9%)
Value$5.3M (-$502.1K)
Filed 2026-10-13
Asset One Wealth Management LLC
INCREASED
Shares52,209 from 47,787
Change+4,422 (+9%)
Value$5.3M (+$452.0K)
Filed 2026-11-02
Marion Wealth Management
INCREASED
Shares51,718 from 51,378
Change+340 (+1%)
Value$5.2M (+$34.7K)
Filed 2026-10-22
Ridgewood Investments LLC
DECREASED
Shares51,189 from 59,037
Change-7,848 (-13%)
Value$5.2M (-$789.5K)
Filed 2026-10-05
Claro Advisors Inc.
INCREASED
Shares51,149 from 34,632
Change+16,517 (+48%)
Value$5.1M (+$1.7M)
Filed 2026-11-02
Sage Rhino Capital LLC
DECREASED
Shares50,990 from 53,320
Change-2,330 (-4%)
Value$5.1M (-$234.1K)
Filed 2026-10-28
CWA Asset Management Group, LLC
DECREASED
Shares50,961 from 56,432
Change-5,471 (-10%)
Value$5.1M (-$550.2K)
Filed 2026-10-19
AdvisorNet Financial, Inc
INCREASED
Shares50,865 from 5,284
Change+45,581 (+863%)
Value$5.1M (+$4.6M)
Filed 2026-10-15
Core Wealth Partners LLC
INCREASED
Shares49,448 from 39,327
Change+10,121 (+26%)
Value$5.0M (+$1.0M)
Filed 2026-11-02
Fiscal Wisdom Wealth Management, LLC
INCREASED
Shares48,871 from 41,966
Change+6,905 (+16%)
Value$4.9M (+$695.6K)
Filed 2026-10-16
Accordant Advisory Group Inc
NEW
Shares48,147
Change+48,147
Value$4.8M
Filed 2026-10-29
Planned Solutions, Inc.
INCREASED
Shares47,983 from 42,539
Change+5,444 (+13%)
Value$4.8M (+$548.5K)
Filed 2026-10-19
Oasis Advisors, LLC
INCREASED
Shares47,867 from 2,426
Change+45,441 (+1873%)
Value$4.8M (+$4.6M)
Filed 2026-10-16
TT Capital Management LLC
DECREASED
Shares47,375 from 71,451
Change-24,076 (-34%)
Value$4.8M (-$2.4M)
Filed 2026-10-15
Altiora Financial Group, LLC
DECREASED
Shares47,366 from 80,209
Change-32,843 (-41%)
Value$4.8M (-$3.3M)
Filed 2026-11-04
GreatBanc Trust Co
INCREASED
Shares46,320 from 46,033
Change+287 (+1%)
Value$4.7M (+$29.4K)
Filed 2026-11-04
Fiera Capital Corp
NEW
Shares46,036
Change+46,036
Value$4.6M
Filed 2026-11-06
Financial Advisory Partners, LLC
INCREASED
Shares46,025 from 44,140
Change+1,885 (+4%)
Value$4.6M (+$190.2K)
Filed 2026-10-23
SVB Wealth LLC
DECREASED
Shares45,822 from 54,640
Change-8,818 (-16%)
Value$4.6M (-$887.3K)
Filed 2026-11-06
Lpwm LLC
INCREASED
Shares45,698 from 16,528
Change+29,170 (+176%)
Value$4.6M (+$2.9M)
Filed 2026-10-20
Compound Planning, Inc.
DECREASED
Shares45,064 from 95,900
Change-50,836 (-53%)
Value$4.5M (-$5.1M)
Filed 2026-11-05
McAdam, LLC
INCREASED
Shares44,750 from 30,659
Change+14,091 (+46%)
Value$4.5M (+$1.4M)
Filed 2026-10-21
Enhancing Capital LLC
UNCHANGED
Shares44,476 from 44,476
Change0 (0%)
Value$4.5M (+$444)
Filed 2026-10-26
Americana Partners, LLC
INCREASED
Shares44,157 from 42,082
Change+2,075 (+5%)
Value$4.4M (+$209.3K)
Filed 2026-10-28
Ashton Thomas Private Wealth, LLC
DECREASED
Shares44,126 from 58,705
Change-14,579 (-25%)
Value$4.4M (-$1.5M)
Filed 2026-11-03
Winthrop Capital Management, LLC
INCREASED
Shares43,234 from 40,725
Change+2,509 (+6%)
Value$4.4M (+$252.8K)
Filed 2026-11-05
Archer Investment Corp
DECREASED
Shares42,858 from 55,739
Change-12,881 (-23%)
Value$4.3M (-$1.3M)
Filed 2026-11-05
TD Waterhouse Canada Inc.
INCREASED
Shares42,542 from 21,333
Change+21,209 (+99%)
Value$4.3M (+$2.1M)
Filed 2026-10-16
Oppenheimer & Co Inc
DECREASED
Shares42,390 from 328,932
Change-286,542 (-87%)
Value$4.3M (-$28.8M)
Filed 2026-10-26
Sound Financial Strategies Group, LLC
DECREASED
Shares42,256 from 45,544
Change-3,288 (-7%)
Value$4.3M (-$330.6K)
Filed 2026-10-30
Chatham Capital Group, Inc.
DECREASED
Shares41,942 from 42,742
Change-800 (-2%)
Value$4.2M (-$80.1K)
Filed 2026-10-16
Sage Mountain Advisors LLC
INCREASED
Shares41,638 from 38,878
Change+2,760 (+7%)
Value$4.2M (+$278.3K)
Filed 2026-11-02
Tactive Advisors, LLC
INCREASED
Shares41,507 from 35,087
Change+6,420 (+18%)
Value$4.2M (+$646.7K)
Filed 2026-10-08
Fortis Group Advisors, LLC
DECREASED
Shares40,992 from 61,710
Change-20,718 (-34%)
Value$4.1M (-$2.1M)
Filed 2026-11-06
Rothwell Investment Advisors, LLC
NEW
Shares40,452
Change+40,452
Value$4.1M
Filed 2026-11-06
NBZ Investment Advisors LLC
DECREASED
Shares39,973 from 52,908
Change-12,935 (-24%)
Value$4.0M (-$1.3M)
Filed 2026-10-30
True Link Financial Advisors, LLC
INCREASED
Shares39,614 from 29,000
Change+10,614 (+37%)
Value$4.0M (+$1.1M)
Filed 2026-10-27
Stone Loft Wealth Management LLC
INCREASED
Shares39,319 from 39,276
Change+43 (+0%)
Value$4.0M (+$9.9K)
Filed 2026-11-03
Assetmark, Inc
DECREASED
Shares38,952 from 45,149
Change-6,197 (-14%)
Value$3.9M (-$623.5K)
Filed 2026-10-21
Simplicity Wealth,LLC
DECREASED
Shares38,388 from 38,826
Change-438 (-1%)
Value$3.9M (-$43.8K)
Filed 2026-10-23
Sovran Advisors, LLC
INCREASED
Shares37,610 from 16,759
Change+20,851 (+124%)
Value$3.8M (+$2.1M)
Filed 2026-11-02
Master's Wealth Management Inc.
INCREASED
Shares37,590 from 3,000
Change+34,590 (+1153%)
Value$3.8M (+$3.5M)
Filed 2026-10-22
Willow Creek Wealth Management Inc.
DECREASED
Shares37,398 from 49,925
Change-12,527 (-25%)
Value$3.8M (-$1.3M)
Filed 2026-10-26
Wakefield Asset Management Lllp
NEW
Shares37,311
Change+37,311
Value$3.8M
Filed 2026-11-05
Hubbell Strickland Wealth Management, LLC
DECREASED
Shares36,767 from 39,486
Change-2,719 (-7%)
Value$3.7M (-$273.3K)
Filed 2026-10-29
Adell Harriman & Carpenter Inc
NEW
Shares36,206
Change+36,206
Value$3.6M
Filed 2026-11-02
Wedmont Private Capital
INCREASED
Shares36,122 from 3,540
Change+32,582 (+920%)
Value$3.6M (+$3.3M)
Filed 2026-10-09
Redhawk Wealth Advisors, Inc.
INCREASED
Shares36,117 from 24,908
Change+11,209 (+45%)
Value$3.6M (+$1.1M)
Filed 2026-10-14
Uptick Partners, LLC
INCREASED
Shares35,946 from 21,214
Change+14,732 (+69%)
Value$3.6M (+$1.5M)
Filed 2026-11-04
Heck Capital Advisors, LLC
INCREASED
Shares35,913 from 35,829
Change+84 (+0%)
Value$3.6M (+$8.7K)
Filed 2026-10-14
Level Four Advisory Services, LLC
INCREASED
Shares35,858 from 26,293
Change+9,565 (+36%)
Value$3.6M (+$963.2K)
Filed 2026-11-06
Values First Advisors, Inc.
INCREASED
Shares35,853 from 35,077
Change+776 (+2%)
Value$3.6M (+$78.5K)
Filed 2026-10-23
Members Wealth LLC
INCREASED
Shares35,432 from 31,650
Change+3,782 (+12%)
Value$3.6M (+$373.6K)
Filed 2026-10-20
Q3 Asset Management
NEW
Shares35,329
Change+35,329
Value$3.6M
Filed 2026-11-06
Vista Investment Partners II, LLC
INCREASED
Shares35,305 from 33,614
Change+1,691 (+5%)
Value$3.6M (+$170.6K)
Filed 2026-10-15
Bulwark Capital Corp
DECREASED
Shares34,923 from 62,897
Change-27,974 (-44%)
Value$3.5M (-$2.8M)
Filed 2026-10-13
Norris Perne & French LLP
INCREASED
Shares34,899 from 23,422
Change+11,477 (+49%)
Value$3.5M (+$1.2M)
Filed 2026-10-23
Meridian Wealth Management, LLC
INCREASED
Shares34,738 from 28,041
Change+6,697 (+24%)
Value$3.5M (+$674.5K)
Filed 2026-11-05
Ascentis Wealth Management, LLC
DECREASED
Shares34,626 from 58,615
Change-23,989 (-41%)
Value$3.5M (-$2.4M)
Filed 2026-11-03
Peapod Lane Capital LLC
INCREASED
Shares34,610 from 20,900
Change+13,710 (+66%)
Value$3.5M (+$1.4M)
Filed 2026-10-22
IronOak Wealth Llc.
NEW
Shares34,541
Change+34,541
Value$3.5M
Filed 2026-11-06
First Heartland Consultants, Inc.
INCREASED
Shares34,355 from 34,325
Change+30 (+0%)
Value$3.5M (+$3.3K)
Filed 2026-10-08
SwitchPoint Financial Planning, LLC
INCREASED
Shares34,066 from 33,369
Change+697 (+2%)
Value$3.4M (+$70.5K)
Filed 2026-11-02
McClarren Financial Advisors, Inc.
DECREASED
Shares33,784 from 40,692
Change-6,908 (-17%)
Value$3.4M (-$695.2K)
Filed 2026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares33,489 from 14,383
Change+19,106 (+133%)
Value$3.4M (+$1.9M)
Filed 2026-10-27
Regatta Capital Group, LLC
DECREASED
Shares33,338 from 39,170
Change-5,832 (-15%)
Value$3.4M (-$586.8K)
Filed 2026-10-23
United Advisor Group, LLC
DECREASED
Shares33,322 from 33,799
Change-477 (-1%)
Value$3.4M (-$47.8K)
Filed 2026-11-03
Axxcess Wealth Management, LLC
DECREASED
Shares33,105 from 367,161
Change-334,056 (-91%)
Value$3.3M (-$33.6M)
Filed 2026-10-21
Rochester Wealth Strategies, LLC
INCREASED
Shares33,016 from 29,902
Change+3,114 (+10%)
Value$3.3M (+$313.8K)
Filed 2026-11-03
Scott & Selber, Inc.
INCREASED
Shares32,613 from 27,257
Change+5,356 (+20%)
Value$3.3M (+$539.5K)
Filed 2026-10-21
Sjbenen Advisory, LLC
INCREASED
Shares32,510 from 27,935
Change+4,575 (+16%)
Value$3.3M (+$453.0K)
Filed 2026-10-19
Verdence Capital Advisors LLC
INCREASED
Shares32,430 from 19,270
Change+13,160 (+68%)
Value$3.3M (+$1.3M)
Filed 2026-10-26
Flagship Wealth Advisors, LLC
DECREASED
Shares32,417 from 34,910
Change-2,493 (-7%)
Value$3.3M (-$250.7K)
Filed 2026-11-03
Precedent Wealth Partners, LLC
NEW
Shares32,351
Change+32,351
Value$3.3M
Filed 2026-10-21
J. Safra Sarasin Holding AG
UNCHANGED
Shares32,184 from 32,184
Change0 (0%)
Value$3.2M ($0)
Filed 2026-10-26
Andrews Advisory Associates, LLC
INCREASED
Shares32,029 from 16,971
Change+15,058 (+89%)
Value$3.2M (+$1.5M)
Filed 2026-10-15
Chicago Partners Investment Group LLC
INCREASED
Shares31,985 from 19,597
Change+12,388 (+63%)
Value$3.2M (+$1.2M)
Filed 2026-10-27
McLean Asset Management Corp
INCREASED
Shares31,942 from 30,142
Change+1,800 (+6%)
Value$3.2M (+$173.0K)
Filed 2026-11-06
Blume Capital Management, Inc.
DECREASED
Shares31,841 from 33,401
Change-1,560 (-5%)
Value$3.2M (-$156.7K)
Filed 2026-10-26
Cornerstone Enterprises, LLC
DECREASED
Shares31,731 from 37,691
Change-5,960 (-16%)
Value$3.2M (-$599.7K)
Filed 2026-10-15
Seven Bridges Advisors LLC
DECREASED
Shares31,623 from 33,830
Change-2,207 (-7%)
Value$3.2M (-$221.9K)
Filed 2026-10-07
Raab & Moskowitz Asset Management LLC
INCREASED
Shares31,516 from 14,812
Change+16,704 (+113%)
Value$3.2M (+$1.7M)
Filed 2026-11-02
Accurate Wealth Management, LLC
DECREASED
Shares31,474 from 67,432
Change-35,958 (-53%)
Value$3.2M (-$3.6M)
Filed 2026-10-20
Kingswood Wealth Advisors, LLC
DECREASED
Shares31,443 from 34,696
Change-3,253 (-9%)
Value$3.2M (-$327.2K)
Filed 2026-10-23
Topor & Co. Korea
INCREASED
Shares31,413 from 30,089
Change+1,324 (+4%)
Value$3.2M (+$133.6K)
Filed 2026-10-22
1900 Wealth Management LLC
DECREASED
Shares31,391 from 39,967
Change-8,576 (-21%)
Value$3.2M (-$863.0K)
Filed 2026-10-13
Convergence Financial, LLC
DECREASED
Shares30,860 from 40,237
Change-9,377 (-23%)
Value$3.1M (-$943.7K)
Filed 2026-10-27
Essential Partners LLC
INCREASED
Shares30,560 from 28,700
Change+1,860 (+6%)
Value$3.1M (+$187.5K)
Filed 2026-10-14
HBK Sorce Advisory LLC
NEW
Shares30,483
Change+30,483
Value$3.1M
Filed 2026-11-06
SFG Wealth Management, Llc.
NEW
Shares30,457
Change+30,457
Value$3.1M
Filed 2026-10-23
Uhlmann Price Securities, LLC
DECREASED
Shares30,337 from 31,026
Change-689 (-2%)
Value$3.1M (-$69.0K)
Filed 2026-11-03
Intrua Financial, LLC
DECREASED
Shares30,292 from 32,194
Change-1,902 (-6%)
Value$3.0M (-$191.2K)
Filed 2026-10-28
Discipline Wealth Solutions, LLC
DECREASED
Shares30,271 from 32,192
Change-1,921 (-6%)
Value$3.0M (-$193.0K)
Filed 2026-10-14
Strategic Advisors LLC
DECREASED
Shares30,176 from 36,865
Change-6,689 (-18%)
Value$3.0M (-$673.1K)
Filed 2026-10-13
Private Trust Co NA
INCREASED
Shares29,992 from 24,333
Change+5,659 (+23%)
Value$3.0M (+$569.9K)
Filed 2026-10-20
Leicht Financial Planning & Wealth Management, Inc.
DECREASED
Shares29,715 from 34,973
Change-5,258 (-15%)
Value$3.0M (-$529.1K)
Filed 2026-11-03
Successful Portfolios LLC
DECREASED
Shares29,365 from 37,156
Change-7,791 (-21%)
Value$2.9M (-$784.3K)
Filed 2026-10-09
Natixis
DECREASED
Shares29,306 from 100,000
Change-70,694 (-71%)
Value$3.0M (-$7.1M)
Filed 2026-11-06
Realta Investment Advisors
INCREASED
Shares29,083 from 26,545
Change+2,538 (+10%)
Value$2.9M (+$255.8K)
Filed 2026-10-14
Golden State Wealth Management, LLC
DECREASED
Shares28,726 from 32,310
Change-3,584 (-11%)
Value$2.9M (-$360.5K)
Filed 2026-11-02
Sulzberger Capital Advisors, Inc.
DECREASED
Shares28,613 from 30,131
Change-1,518 (-5%)
Value$2.9M (-$152.5K)
Filed 2026-10-20
Spectrum Asset Management, Inc. (NB )
DECREASED
Shares28,562 from 43,369
Change-14,807 (-34%)
Value$2.9M (-$1.5M)
Filed 2026-10-19
Lanark Financial, Inc.
INCREASED
Shares27,764 from 21,805
Change+5,959 (+27%)
Value$2.8M (+$600.2K)
Filed 2026-10-26
Bayshore Asset Management, LLC
DECREASED
Shares27,530 from 28,225
Change-695 (-2%)
Value$2.8M (-$74.1K)
Filed 2026-11-03
Geneva Partners, LLC
INCREASED
Shares27,402 from 14,239
Change+13,163 (+92%)
Value$2.8M (+$1.3M)
Filed 2026-10-26
BankChampaign, National Association
INCREASED
Shares27,293 from 12,949
Change+14,344 (+111%)
Value$2.7M (+$1.4M)
Filed 2026-10-19
Dynamic Advisor Solutions LLC
INCREASED
Shares27,127 from 19,675
Change+7,452 (+38%)
Value$2.7M (+$750.4K)
Filed 2026-10-13
Frederick Financial Consultants, LLC
INCREASED
Shares27,087 from 20,958
Change+6,129 (+29%)
Value$2.7M (+$617.2K)
Filed 2026-10-29
Private Management Group Inc
DECREASED
Shares26,909 from 28,144
Change-1,235 (-4%)
Value$2.7M (-$124.1K)
Filed 2026-11-04
Nilsine Partners, LLC
INCREASED
Shares26,889 from 24,477
Change+2,412 (+10%)
Value$2.7M (+$243.1K)
Filed 2026-11-02
Professional Financial Management, Inc.
INCREASED
Shares26,752 from 26,608
Change+144 (+1%)
Value$2.7M (+$14.7K)
Filed 2026-10-22
Prosperity Planning, Inc.
DECREASED
Shares26,103 from 28,309
Change-2,206 (-8%)
Value$2.6M (-$221.8K)
Filed 2026-10-09
Friedenthal Financial
INCREASED
Shares26,087 from 20,609
Change+5,478 (+27%)
Value$2.6M (+$551.7K)
Filed 2026-10-27
Burney Co/
INCREASED
Shares26,079 from 9,610
Change+16,469 (+171%)
Value$2.6M (+$1.7M)
Filed 2026-10-15
Lincoln Capital Corp
INCREASED
Shares25,742 from 24,062
Change+1,680 (+7%)
Value$2.6M (+$169.4K)
Filed 2026-10-13
Oak Harvest Investment Services
INCREASED
Shares25,185 from 24,882
Change+303 (+1%)
Value$2.5M (+$30.8K)
Filed 2026-10-20
JIM Saulnier & Associates, LLC
INCREASED
Shares25,183 from 15,718
Change+9,465 (+60%)
Value$2.5M (+$953.2K)
Filed 2026-11-04
Hunter Associates Investment Management LLC
INCREASED
Shares25,050 from 20,921
Change+4,129 (+20%)
Value$2.5K (-$2.1M)
Filed 2026-10-26
Studio Investment Management LLC
DECREASED
Shares24,973 from 77,073
Change-52,100 (-68%)
Value$2.5M (-$5.2M)
Filed 2026-10-22
Holos Integrated Wealth LLC
INCREASED
Shares24,915 from 24,558
Change+357 (+1%)
Value$2.5M (+$39.1K)
Filed 2026-10-23
Capital Advantage, Inc.
DECREASED
Shares24,785 from 25,587
Change-802 (-3%)
Value$2.5M (-$80.5K)
Filed 2026-10-14
Financial Planning Hawaii, Inc.
INCREASED
Shares24,689 from 23,813
Change+876 (+4%)
Value$2.5M (+$88.4K)
Filed 2026-10-13
Davenport & Co LLC
INCREASED
Shares24,256 from 8,060
Change+16,196 (+201%)
Value$2.4M (+$1.6M)
Filed 2026-10-14
Ridgepath Capital Management LLC
DECREASED
Shares23,886 from 322,786
Change-298,900 (-93%)
Value$2.4M (-$30.1M)
Filed 2026-10-29
Cowa, LLC
DECREASED
Shares23,734 from 51,135
Change-27,401 (-54%)
Value$2.4M (-$2.8M)
Filed 2026-10-30
Rose Capital Advisors LLC
DECREASED
Shares23,448 from 30,073
Change-6,625 (-22%)
Value$2.4M (-$666.6K)
Filed 2026-11-04
New Wave Wealth Advisors LLC
INCREASED
Shares23,178 from 11,804
Change+11,374 (+96%)
Value$2.3M (+$1.1M)
Filed 2026-10-19
Kennon-Green & Company, LLC
DECREASED
Shares23,026 from 36,180
Change-13,154 (-36%)
Value$2.3M (-$1.3M)
Filed 2026-10-05
Walker Asset Management, LLC
INCREASED
Shares22,738 from 21,815
Change+923 (+4%)
Value$2.3M (+$93.2K)
Filed 2026-10-13
CoreCap Advisors, LLC
DECREASED
Shares22,576 from 24,327
Change-1,751 (-7%)
Value$2.3M (-$176.0K)
Filed 2026-10-08
Parkside Financial Bank & Trust
INCREASED
Shares22,448 from 19,451
Change+2,997 (+15%)
Value$2.3M (+$302.0K)
Filed 2026-10-27
Acorn Wealth Advisors, LLC
INCREASED
Shares22,073 from 13,206
Change+8,867 (+67%)
Value$2.2M (+$892.9K)
Filed 2026-10-19
Avidian Wealth Enterprises, LLC
DECREASED
Shares22,065 from 26,784
Change-4,719 (-18%)
Value$2.2M (-$474.8K)
Filed 2026-10-08
Onyx Bridge Wealth Group LLC
INCREASED
Shares22,013 from 18,784
Change+3,229 (+17%)
Value$2.2M (+$325.3K)
Filed 2026-10-16
B. Riley Wealth Advisors, Inc.
DECREASED
Shares21,924 from 26,286
Change-4,362 (-17%)
Value$2.2M (-$438.8K)
Filed 2026-10-13
Ryan Investment Management, Inc.
DECREASED
Shares21,895 from 112,305
Change-90,410 (-80%)
Value$2.2M (-$9.1M)
Filed 2026-10-20
Revisor Wealth Management LLC
INCREASED
Shares21,831 from 7,348
Change+14,483 (+197%)
Value$2.2M (+$1.5M)
Filed 2026-10-20
Beacon Financial Group
DECREASED
Shares21,684 from 26,658
Change-4,974 (-19%)
Value$2.2M (-$500.5K)
Filed 2026-10-19
Quartz Partners, LLC
DECREASED
Shares21,599 from 22,180
Change-581 (-3%)
Value$2.2M (-$58.3K)
Filed 2026-11-03
Wall Capital Group, Inc.
DECREASED
Shares21,500 from 23,632
Change-2,132 (-9%)
Value$2.2M (-$214.4K)
Filed 2026-10-14
Gibbs Wealth Management
INCREASED
Shares21,374 from 5,753
Change+15,621 (+272%)
Value$2.2M (+$1.6M)
Filed 2026-10-22
Quadrant Private Wealth Management, LLC
INCREASED
Shares21,276 from 18,803
Change+2,473 (+13%)
Value$2.1M (+$249.2K)
Filed 2026-11-04
Crane Advisory, LLC
DECREASED
Shares21,188 from 24,384
Change-3,196 (-13%)
Value$2.1M (-$323.5K)
Filed 2026-10-13
Consolidated Capital Management, LLC
INCREASED
Shares21,087 from 15,608
Change+5,479 (+35%)
Value$2.1M (+$551.8K)
Filed 2026-10-13
Finley Financial, LLC
DECREASED
Shares21,074 from 27,174
Change-6,100 (-22%)
Value$2.1M (-$619.6K)
Filed 2026-10-28
Freestate Advisors LLC
INCREASED
Shares20,970 from 16,906
Change+4,064 (+24%)
Value$2.1M (+$409.3K)
Filed 2026-10-09
NWF Advisory Services Inc.
INCREASED
Shares20,881 from 15,117
Change+5,764 (+38%)
Value$2.1M (+$580.5K)
Filed 2026-10-19
Aspen Investment Management Inc
INCREASED
Shares20,753 from 19,743
Change+1,010 (+5%)
Value$2.1M (+$2.1M)
Filed 2026-11-05
Wesbanco Bank Inc
INCREASED
Shares20,655 from 18,616
Change+2,039 (+11%)
Value$2.1M (+$205.5K)
Filed 2026-11-04
New Harbor Financial Group, LLC
DECREASED
Shares20,580 from 26,636
Change-6,056 (-23%)
Value$2.1M (-$609.4K)
Filed 2026-10-22
Sigma Planning Corp
DECREASED
Shares20,276 from 27,192
Change-6,916 (-25%)
Value$2.0M (-$696.0K)
Filed 2026-10-23
Visionary Wealth Advisors
INCREASED
Shares20,138 from 16,255
Change+3,883 (+24%)
Value$2.0M (+$391.1K)
Filed 2026-11-04
Steele Capital Management, Inc.
DECREASED
Shares19,884 from 20,973
Change-1,089 (-5%)
Value$2.0M (-$109.4K)
Filed 2026-11-02
Portside Wealth Group, LLC
INCREASED
Shares19,847 from 4,601
Change+15,246 (+331%)
Value$2.0M (+$1.5M)
Filed 2026-10-20
Evermay Wealth Management LLC
INCREASED
Shares19,798 from 18,318
Change+1,480 (+8%)
Value$2.0M (+$149.2K)
Filed 2026-11-05
Pacific Park Financial, Inc.
INCREASED
Shares19,699 from 17,839
Change+1,860 (+10%)
Value$2.0M (+$187.4K)
Filed 2026-10-13
LifeGoal Investments, LLC
INCREASED
Shares19,685 from 5,112
Change+14,573 (+285%)
Value$2.0M (+$1.5M)
Filed 2026-10-09
AK Global Asset Management, LLC
NEW
Shares19,500
Change+19,500
Value$2.0M
Filed 2026-10-27
Harbor Asset Planning, Inc.
DECREASED
Shares19,424 from 23,476
Change-4,052 (-17%)
Value$2.0M (-$407.5K)
Filed 2026-10-23
Lantz Financial LLC
DECREASED
Shares19,130 from 30,808
Change-11,678 (-38%)
Value$1.9M (-$1.2M)
Filed 2026-10-15
Beacon Capital Management, LLC
DECREASED
Shares19,073 from 20,961
Change-1,888 (-9%)
Value$1.9M (-$189.8K)
Filed 2026-10-23
DecisionPoint Financial, LLC
INCREASED
Shares19,050 from 6,136
Change+12,914 (+210%)
Value$1.9M (+$1.3M)
Filed 2026-10-27
Quadcap Wealth Management, LLC
INCREASED
Shares18,622 from 17,558
Change+1,064 (+6%)
Value$1.9M (+$107.3K)
Filed 2026-11-02
4Wealth Advisors, Inc.
DECREASED
Shares18,472 from 18,595
Change-123 (-1%)
Value$1.9M (-$12.1K)
Filed 2026-10-13
DMC Group, LLC
INCREASED
Shares18,329 from 5,765
Change+12,564 (+218%)
Value$1.8M (+$1.3M)
Filed 2026-10-26
Breakthru Advisory Services, LLC
UNCHANGED
Shares18,280 from 18,280
Change0 (0%)
Value$1.8M (+$182)
Filed 2026-10-13
Ashton Thomas Securities, LLC
NEW
Shares18,175
Change+18,175
Value$1.8M
Filed 2026-10-26
Daymark Wealth Partners, LLC
NEW
Shares18,141
Change+18,141
Value$1.8M
Filed 2026-11-04
Petros Family Wealth, LLC
DECREASED
Shares17,996 from 18,179
Change-183 (-1%)
Value$1.8M (-$18.2K)
Filed 2026-10-28
Global Assets Advisory, LLC
INCREASED
Shares17,830 from 10,755
Change+7,075 (+66%)
Value$1.8M (+$711.2K)
Filed 2026-10-28
Revolve Wealth Partners, LLC
INCREASED
Shares17,127 from 6,937
Change+10,190 (+147%)
Value$1.7M (+$1.0M)
Filed 2026-10-23
Traynor Capital Management, Inc.
INCREASED
Shares16,960 from 4,575
Change+12,385 (+271%)
Value$1.7M (+$1.2M)
Filed 2026-10-29
Aurora Investment Managers, Llc.
INCREASED
Shares16,684 from 10,869
Change+5,815 (+54%)
Value$1.7K (+$586)
Filed 2026-10-15
MSH Capital Advisors LLC
INCREASED
Shares16,671 from 16,096
Change+575 (+4%)
Value$1.7M (+$58.1K)
Filed 2026-11-03
Valued Wealth Advisors LLC
DECREASED
Shares16,629 from 16,912
Change-283 (-2%)
Value$1.7M (-$28.3K)
Filed 2026-11-05
ZWJ Investment Counsel Inc
DECREASED
Shares16,610 from 25,664
Change-9,054 (-35%)
Value$1.7M (-$911.3K)
Filed 2026-10-15
Spectrum Strategic Capital Management, LLC
DECREASED
Shares16,507 from 34,711
Change-18,204 (-52%)
Value$1.7M (-$1.8M)
Filed 2026-10-22
Annex Advisory Services, LLC
NEW
Shares16,373
Change+16,373
Value$1.6M
Filed 2026-10-16
Opus Capital Group, LLC
INCREASED
Shares16,352 from 14,246
Change+2,106 (+15%)
Value$1.6K (-$1.4M)
Filed 2026-10-30
Fifth Third Securities, Inc.
NEW
Shares16,280
Change+16,280
Value$1.6M
Filed 2026-10-21
Able Financial Group, LLC
NEW
Shares16,278
Change+16,278
Value$1.6M
Filed 2026-10-14
Citizens National Bank Trust Department
DECREASED
Shares16,200 from 16,650
Change-450 (-3%)
Value$1.6M (-$45.1K)
Filed 2026-11-04
Victory Financial Group, LLC
INCREASED
Shares16,170 from 15,575
Change+595 (+4%)
Value$1.6M (+$60.1K)
Filed 2026-10-27
Klaas Financial Asset Advisors, LLC
DECREASED
Shares16,101 from 16,105
Change-4 (0%)
Value$1.6M (-$242)
Filed 2026-10-19
UMB Bank, n.a.
INCREASED
Shares16,084 from 16,082
Change+2 (+0%)
Value$1.6M (+$362)
Filed 2026-11-06
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares16,057 from 16,057
Change0 (0%)
Value$1.6M (+$161)
Filed 2026-10-23
Guidance Capital, Inc
INCREASED
Shares15,788 from 15,688
Change+100 (+1%)
Value$1.6M (+$8.1K)
Filed 2026-11-03
Heartwood Wealth Advisors LLC
INCREASED
Shares15,647 from 4,528
Change+11,119 (+246%)
Value$1.6M (+$1.1M)
Filed 2026-10-05
BankPlus Wealth Management LLC
INCREASED
Shares15,272 from 4,753
Change+10,519 (+221%)
Value$1.5M (+$1.1M)
Filed 2026-10-13
Town Capital LLC
DECREASED
Shares15,213 from 25,128
Change-9,915 (-39%)
Value$1.5M (-$998.0K)
Filed 2026-11-03
PNC Financial Services Group, Inc.
DECREASED
Shares15,115 from 21,333
Change-6,218 (-29%)
Value$1.5M (-$625.8K)
Filed 2026-11-06
SteelPeak Wealth, LLC
DECREASED
Shares15,024 from 15,948
Change-924 (-6%)
Value$1.5M (-$92.9K)
Filed 2026-10-16
Provident Investment Management, Inc.
DECREASED
Shares15,007 from 19,181
Change-4,174 (-22%)
Value$1.5M (-$420.0K)
Filed 2026-10-23
Merit Financial Group, LLC
DECREASED
Shares14,902 from 20,714
Change-5,812 (-28%)
Value$1.5M (-$584.9K)
Filed 2026-11-06
Maseco LLP
DECREASED
Shares14,895 from 29,574
Change-14,679 (-50%)
Value$1.5M (-$1.5M)
Filed 2026-10-27
Gradient Capital Advisors, LLC
DECREASED
Shares14,794 from 15,154
Change-360 (-2%)
Value$1.5M (-$36.1K)
Filed 2026-10-21
Financial Guidance Group, Inc.
INCREASED
Shares14,638 from 14,088
Change+550 (+4%)
Value$1.5M (+$55.5K)
Filed 2026-10-21
Andrews, Lucia Wealth Management LLC
INCREASED
Shares14,574 from 11,870
Change+2,704 (+23%)
Value$1.5M (+$272.4K)
Filed 2026-11-02
Focus Financial Network, Inc.
INCREASED
Shares14,558 from 13,365
Change+1,193 (+9%)
Value$1.5M (+$120.3K)
Filed 2026-10-14
Midway Capital Research & Management
INCREASED
Shares14,478 from 14,096
Change+382 (+3%)
Value$1.5M (+$38.6K)
Filed 2026-10-20
Old Mission Investment Co LLC
DECREASED
Shares14,287 from 14,668
Change-381 (-3%)
Value$1.4M (-$38.2K)
Filed 2026-10-22
Factor Wealth Management LTD
DECREASED
Shares14,261 from 16,286
Change-2,025 (-12%)
Value$1.4M (-$203.8K)
Filed 2026-10-08
Advisory Solutions Group, LLC
NEW
Shares14,180
Change+14,180
Value$1.4M
Filed 2026-10-14
Fullerton Advisors, LLC
INCREASED
Shares14,120 from 9,559
Change+4,561 (+48%)
Value$1.4M (+$459.3K)
Filed 2026-10-14
Straight Path Wealth Management
NEW
Shares14,018
Change+14,018
Value$1.4M
Filed 2026-10-23
Integrity Advisory Solutions, LLC
INCREASED
Shares14,009 from 6,072
Change+7,937 (+131%)
Value$1.4M (+$799.2K)
Filed 2026-10-29
Acumen Wealth Advisors, LLC
INCREASED
Shares13,971 from 199
Change+13,772 (+6921%)
Value$1.4M (+$1.4M)
Filed 2026-11-05
Triumph Capital Management
DECREASED
Shares13,833 from 18,611
Change-4,778 (-26%)
Value$1.4M (-$480.9K)
Filed 2026-10-14
Goelzer Investment Management, Inc.
DECREASED
Shares13,771 from 34,659
Change-20,888 (-60%)
Value$1.4M (-$2.1M)
Filed 2026-10-16
Howard Wealth Management, LLC
NEW
Shares13,743
Change+13,743
Value$1.4M
Filed 2026-10-28
Attessa Capital LLC
DECREASED
Shares13,692 from 17,235
Change-3,543 (-21%)
Value$1.4M (-$356.5K)
Filed 2026-10-09
Evanson Financial, LLC
INCREASED
Shares13,680 from 11,111
Change+2,569 (+23%)
Value$1.4M (+$258.7K)
Filed 2026-10-23
Verus Capital Partners, LLC
INCREASED
Shares13,526 from 6,790
Change+6,736 (+99%)
Value$1.4M (+$678.2K)
Filed 2026-11-03
Independent Wealth Network Inc.
DECREASED
Shares13,445 from 14,115
Change-670 (-5%)
Value$1.4M (-$67.3K)
Filed 2026-10-19
Modera Wealth Management, LLC
INCREASED
Shares13,402 from 10,541
Change+2,861 (+27%)
Value$1.3M (+$288.2K)
Filed 2026-10-28
Secure Asset Management, LLC
INCREASED
Shares13,348 from 11,275
Change+2,073 (+18%)
Value$1.3M (+$208.8K)
Filed 2026-10-19
Steinberganna Wealth Management
DECREASED
Shares13,332 from 16,820
Change-3,488 (-21%)
Value$1.3M (-$351.0K)
Filed 2026-10-23
Cap Partners, LLC
INCREASED
Shares13,160 from 10,018
Change+3,142 (+31%)
Value$1.3M (+$316.4K)
Filed 2026-10-19
Next Level Wealth Planning, LLC
DECREASED
Shares12,961 from 32,323
Change-19,362 (-60%)
Value$1.3M (-$1.9M)
Filed 2026-10-29
Moors & Cabot, Inc.
INCREASED
Shares12,933 from 11,720
Change+1,213 (+10%)
Value$1.3M (+$122.2K)
Filed 2026-11-06
Whalen Wealth Management Inc.
DECREASED
Shares12,931 from 14,099
Change-1,168 (-8%)
Value$1.3M (-$117.5K)
Filed 2026-10-08
LFA - Lugano Financial Advisors SA
DECREASED
Shares12,735 from 13,185
Change-450 (-3%)
Value$1.3M (-$42.5K)
Filed 2026-11-03
Buckhead Capital Management LLC
INCREASED
Shares12,727 from 8,973
Change+3,754 (+42%)
Value$1.3M (+$378.1K)
Filed 2026-11-03
MCF Advisors LLC
NEW
Shares12,700
Change+12,700
Value$1.3M
Filed 2026-10-28
Box Hill Private Wealth LLC
NEW
Shares12,632
Change+12,632
Value$1.3M
Filed 2026-10-05
Aire Advisors, LLC
UNCHANGED
Shares12,614 from 12,614
Change0 (0%)
Value$1.3M (+$127)
Filed 2026-10-22
LJI Wealth Management, LLC
INCREASED
Shares12,609 from 11,109
Change+1,500 (+14%)
Value$1.3M (+$151.1K)
Filed 2026-10-28
Guardian Financial Partners, LLC
DECREASED
Shares12,497 from 12,798
Change-301 (-2%)
Value$1.3M (-$30.2K)
Filed 2026-11-04
Nottingham Advisors, Inc.
INCREASED
Shares12,461 from 8,646
Change+3,815 (+44%)
Value$1.3M (-$81.5K)
Filed 2026-10-29
Stone Wealth Partners
INCREASED
Shares12,414 from 4,966
Change+7,448 (+150%)
Value$1.2M (+$749.9K)
Filed 2026-11-05
Smith Partners Wealth Management, LLC
DECREASED
Shares12,358 from 27,315
Change-14,957 (-55%)
Value$1.2M (-$1.5M)
Filed 2026-11-05
Clear Wave Wealth Management LLC
DECREASED
Shares12,283 from 13,281
Change-998 (-8%)
Value$1.2M (-$100.3K)
Filed 2026-11-04
Bright Financial Advisors, Inc.
DECREASED
Shares12,260 from 12,947
Change-687 (-5%)
Value$1.2M (-$69.1K)
Filed 2026-10-23
Baxter Bros Inc
NEW
Shares12,230
Change+12,230
Value$1.2M
Filed 2026-11-04
Costello Asset Management, Inc
INCREASED
Shares11,882 from 10,953
Change+929 (+8%)
Value$1.2M (+$93.7K)
Filed 2026-10-30
FSM Wealth Advisors, LLC
DECREASED
Shares11,833 from 13,175
Change-1,342 (-10%)
Value$1.2M (-$136.9K)
Filed 2026-10-27
Bison Wealth, LLC
INCREASED
Shares11,675 from 11,642
Change+33 (+0%)
Value$1.2M (+$4.2K)
Filed 2026-10-13
Angeles Wealth Management, LLC
DECREASED
Shares11,550 from 12,487
Change-937 (-7%)
Value$1.2M (-$94.2K)
Filed 2026-10-26
PCG Asset Management, LLC
DECREASED
Shares11,500 from 41,433
Change-29,933 (-72%)
Value$1.2M (-$3.0M)
Filed 2026-11-05
Columbia Advisory Partners LLC
INCREASED
Shares11,433 from 8,993
Change+2,440 (+27%)
Value$1.2M (+$245.7K)
Filed 2026-10-15
Nicholas Hoffman & Company, Llc.
NEW
Shares11,402
Change+11,402
Value$1.1M
Filed 2026-10-30
Objective Capital Management, LLC
INCREASED
Shares11,316 from 10,150
Change+1,166 (+11%)
Value$1.1M (+$117.5K)
Filed 2026-10-13
Macroview Investment Management LLC
INCREASED
Shares11,284 from 5,145
Change+6,139 (+119%)
Value$1.1M (+$618.1K)
Filed 2026-10-26
M Holdings Securities, Inc.
NEW
Shares11,186
Change+11,186
Value$1.1M
Filed 2026-11-03
Centennial Wealth Advisory LLC
INCREASED
Shares11,105 from 10,220
Change+885 (+9%)
Value$1.1M (+$89.7K)
Filed 2026-10-16
Foundry Financial LLC
INCREASED
Shares10,902 from 10,646
Change+256 (+2%)
Value$1.1M (+$25.9K)
Filed 2026-10-16
Collier Financial
DECREASED
Shares10,835 from 11,024
Change-189 (-2%)
Value$1.1M (-$18.9K)
Filed 2026-11-06
Emerald Advisors, LLC
DECREASED
Shares10,693 from 15,992
Change-5,299 (-33%)
Value$1.1M (-$533.4K)
Filed 2026-10-13
RMR Wealth Builders
DECREASED
Shares10,692 from 11,353
Change-661 (-6%)
Value$1.1M (-$66.4K)
Filed 2026-10-22
Virtue Capital Management, LLC
DECREASED
Shares10,681 from 122,686
Change-112,005 (-91%)
Value$1.1M (-$11.3M)
Filed 2026-10-29
James T. Borello RIA
INCREASED
Shares10,444 from 5,129
Change+5,315 (+104%)
Value$1.1M (+$535.2K)
Filed 2026-10-16
Keystone Financial Group, Inc.
DECREASED
Shares10,416 from 22,958
Change-12,542 (-55%)
Value$1.0M (-$1.3M)
Filed 2026-10-13
Signature Estate & Investment Advisors LLC
DECREASED
Shares10,356 from 10,579
Change-223 (-2%)
Value$1.0M (-$22.4K)
Filed 2026-10-13
GGM Financial LLC
NEW
Shares10,353
Change+10,353
Value$1.0M
Filed 2026-11-05
Ramiah Investment Group
DECREASED
Shares10,330 from 11,142
Change-812 (-7%)
Value$1.0M (-$81.6K)
Filed 2026-10-20
Foster Victor Wealth Advisors, LLC
NEW
Shares10,200
Change+10,200
Value$1.0M
Filed 2026-10-21
Heritage OAK Wealth Advisors LLC
DECREASED
Shares10,069 from 63,706
Change-53,637 (-84%)
Value$1.0M (-$5.4M)
Filed 2026-10-14
Wealthcare Advisory Partners LLC
DECREASED
Shares10,060 from 10,190
Change-130 (-1%)
Value$1.0M (-$13.0K)
Filed 2026-10-21
BIP Wealth, LLC
INCREASED
Shares10,017 from 9,949
Change+68 (+1%)
Value$1.0M (+$7.0K)
Filed 2026-10-22
Avestar Capital, LLC
DECREASED
Shares10,000 from 14,311
Change-4,311 (-30%)
Value$1.0M (-$433.9K)
Filed 2026-10-28
TCI Wealth Advisors, Inc.
NEW
Shares9,979
Change+9,979
Value$1.0M
Filed 2026-10-30
Wespac Advisors, LLC
DECREASED
Shares9,975 from 10,825
Change-850 (-8%)
Value$1.0M (-$85.5K)
Filed 2026-10-26
Waystone Advisors LLC
UNCHANGED
Shares9,954 from 9,954
Change0 (0%)
Value$1.0M ($0)
Filed 2026-10-16
WealthCare Investment Partners, LLC
NEW
Shares9,942
Change+9,942
Value$1.0M
Filed 2026-11-05
Turn8 Private Wealth Inc.
DECREASED
Shares9,796 from 11,865
Change-2,069 (-17%)
Value$986.3K (-$208.2K)
Filed 2026-11-05
Crestwood Advisors Group, LLC
NEW
Shares9,714
Change+9,714
Value$978.0K
Filed 2026-10-27
West Wealth Group, LLC
INCREASED
Shares9,683 from 8,093
Change+1,590 (+20%)
Value$974.9K (+$160.1K)
Filed 2026-10-14
Capital Planning LLC
INCREASED
Shares9,611 from 8,413
Change+1,198 (+14%)
Value$967.6K (+$120.7K)
Filed 2026-10-09
Pacifica Partners Inc.
INCREASED
Shares9,589 from 8,519
Change+1,070 (+13%)
Value$962.8K (+$107.2K)
Filed 2026-10-09
JSF Financial, LLC
NEW
Shares9,454
Change+9,454
Value$951.8K
Filed 2026-10-22
Professional Financial Advisors, LLC
INCREASED
Shares9,444 from 8,443
Change+1,001 (+12%)
Value$950.9K (+$100.9K)
Filed 2026-10-13
Salem Investment Counselors Inc
INCREASED
Shares9,411 from 9,142
Change+269 (+3%)
Value$947.5K (+$27.1K)
Filed 2026-10-13
Sellwood Investment Partners LLC
INCREASED
Shares9,399 from 9,314
Change+85 (+1%)
Value$946.3K (+$8.6K)
Filed 2026-11-03
L.K. Benson & Company, P.C.
DECREASED
Shares9,305 from 9,602
Change-297 (-3%)
Value$937.0K (-$29.7K)
Filed 2026-10-23
Aaron Wealth Advisors LLC
DECREASED
Shares9,239 from 51,038
Change-41,799 (-82%)
Value$930.2K (-$4.2M)
Filed 2026-10-13
Wagner Wealth Management, Corp
INCREASED
Shares9,132 from 2,913
Change+6,219 (+213%)
Value$919.4K (+$626.1K)
Filed 2026-10-20
Salomon & Ludwin, LLC
DECREASED
Shares8,955 from 8,978
Change-23 (0%)
Value$901.6K (+$265)
Filed 2026-10-29
Alpha Zero LLC
UNCHANGED
Shares8,944 from 8,944
Change0 (0%)
Value$900.5K (+$1.2K)
Filed 2026-11-06
Keystone Wealth Services, LLC
NEW
Shares8,934
Change+8,934
Value$899.5K
Filed 2026-11-03
Avior Wealth Management, LLC
DECREASED
Shares8,925 from 17,260
Change-8,335 (-48%)
Value$898.5K (-$839.0K)
Filed 2026-10-13
Private Client Services, LLC
DECREASED
Shares8,714 from 28,407
Change-19,693 (-69%)
Value$877.3K (-$2.0M)
Filed 2026-10-02
Daviman Financial, LLC
DECREASED
Shares8,705 from 16,942
Change-8,237 (-49%)
Value$876.4K (-$829.1K)
Filed 2026-11-06
Earned Wealth Advisors, LLC
NEW
Shares8,660
Change+8,660
Value$871.9K
Filed 2026-11-06
Freedom Day Solutions, LLC
DECREASED
Shares8,604 from 12,281
Change-3,677 (-30%)
Value$866.3K (-$370.1K)
Filed 2026-10-20
First American Bank
DECREASED
Shares8,582 from 9,532
Change-950 (-10%)
Value$864.0K (-$95.6K)
Filed 2026-10-27
HB Wealth Management, LLC
INCREASED
Shares8,519 from 4,301
Change+4,218 (+98%)
Value$857.7K (+$424.7K)
Filed 2026-10-23
Blake Schutter Theil Wealth Advisors, LLC
DECREASED
Shares8,484 from 13,903
Change-5,419 (-39%)
Value$854.2K (-$545.4K)
Filed 2026-11-02
Fortitude Advisory Group L.L.C.
UNCHANGED
Shares8,473 from 8,473
Change0 (0%)
Value$853.1K (+$85)
Filed 2026-10-15
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares8,469 from 8,408
Change+61 (+1%)
Value$852.7K (+$6.2K)
Filed 2026-10-15
Advisory Advocates, LLC
INCREASED
Shares8,327 from 4,731
Change+3,596 (+76%)
Value$838.4K (+$362.1K)
Filed 2026-11-05
Waycross Investment Management Co
UNCHANGED
Shares8,248 from 8,248
Change0 (0%)
Value$830.4K (+$83)
Filed 2026-10-14
Encompass Wealth Advisors, LLC
INCREASED
Shares8,226 from 4,113
Change+4,113 (+100%)
Value$828.1K (+$414.1K)
Filed 2026-10-15
Titan Investment Management LLC
NEW
Shares8,214
Change+8,214
Value$827.0K
Filed 2026-10-22
Legacy Capital Wealth Partners, LLC
NEW
Shares8,212
Change+8,212
Value$826.8K
Filed 2026-10-21
Grantvest Financial Group LLC
INCREASED
Shares8,212 from 7,886
Change+326 (+4%)
Value$826.8K (+$32.9K)
Filed 2026-10-21
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares8,200 from 10,921
Change-2,721 (-25%)
Value$825.6K (-$273.8K)
Filed 2026-10-26
Brown Miller Wealth Management, LLC
DECREASED
Shares8,188 from 9,478
Change-1,290 (-14%)
Value$824.4K (-$129.8K)
Filed 2026-11-02
GK Wealth Management LLC
INCREASED
Shares8,121 from 7,806
Change+315 (+4%)
Value$817.6K (+$31.7K)
Filed 2026-10-09
Dean, Jacobson Financial Services, LLC
INCREASED
Shares8,021 from 6,415
Change+1,606 (+25%)
Value$807.5K (+$161.7K)
Filed 2026-10-29
Meredith Wealth Planning
INCREASED
Shares7,995 from 7,929
Change+66 (+1%)
Value$804.9K (+$6.7K)
Filed 2026-10-14
CPR Investments Inc.
DECREASED
Shares7,929 from 12,876
Change-4,947 (-38%)
Value$798.3K (-$497.9K)
Filed 2026-10-26
Guardian Wealth Advisors, LLC
NEW
Shares7,880
Change+7,880
Value$793.4K
Filed 2026-10-30
Nations Financial Group Inc,
INCREASED
Shares7,854 from 7,664
Change+190 (+2%)
Value$790.7K (+$19.2K)
Filed 2026-11-05
Intelligent Financial Strategies
DECREASED
Shares7,840 from 14,045
Change-6,205 (-44%)
Value$789.3K (-$624.6K)
Filed 2026-10-16
Magnus Financial Group LLC
DECREASED
Shares7,775 from 12,152
Change-4,377 (-36%)
Value$782.8K (-$440.5K)
Filed 2026-10-21
Walkner Condon Financial Advisors LLC
INCREASED
Shares7,770 from 6,236
Change+1,534 (+25%)
Value$782.2K (+$154.5K)
Filed 2026-11-02
Indivisible Partners
INCREASED
Shares7,671 from 5,499
Change+2,172 (+40%)
Value$772.3K (+$218.7K)
Filed 2026-10-26
Leading Edge Financial Planning LLC
INCREASED
Shares7,604 from 4,483
Change+3,121 (+70%)
Value$765.6K (+$314.3K)
Filed 2026-10-23
Evolution Wealth Management Inc.
DECREASED
Shares7,475 from 9,634
Change-2,159 (-22%)
Value$752.6K (-$217.3K)
Filed 2026-10-28
Legacy Edge Advisors, LLC
DECREASED
Shares7,435 from 8,324
Change-889 (-11%)
Value$748.6K (-$89.4K)
Filed 2026-11-06
Facet Wealth, Inc.
INCREASED
Shares7,369 from 2,144
Change+5,225 (+244%)
Value$741.9K (+$526.1K)
Filed 2026-11-04
Brickley Wealth Management
DECREASED
Shares7,361 from 9,560
Change-2,199 (-23%)
Value$741.1K (-$221.3K)
Filed 2026-11-04
Armor Investment Advisors, LLC
INCREASED
Shares7,358 from 1,994
Change+5,364 (+269%)
Value$740.8K (+$540.1K)
Filed 2026-10-27
Fell Capital Management
INCREASED
Shares7,245 from 6,500
Change+745 (+11%)
Value$729.4K (+$75.1K)
Filed 2026-10-09
Parkway Wealth Management Group, LLC
DECREASED
Shares7,223 from 10,051
Change-2,828 (-28%)
Value$727.2K (-$284.7K)
Filed 2026-10-20
Krilogy Financial LLC
INCREASED
Shares7,155 from 6,967
Change+188 (+3%)
Value$719.2K (+$17.9K)
Filed 2026-10-13
Jeter Robert S II
NEW
Shares7,128
Change+7,128
Value$716.5K
Filed 2026-10-16
Oakwell Private Wealth Management, LLC
DECREASED
Shares7,120 from 18,405
Change-11,285 (-61%)
Value$716.8K (-$1.1M)
Filed 2026-11-06
Koshinski Asset Management, Inc.
INCREASED
Shares7,086 from 6,731
Change+355 (+5%)
Value$713.4K (+$35.8K)
Filed 2026-10-29
Stirlingshire Investments, Inc.
INCREASED
Shares7,047 from 5,962
Change+1,085 (+18%)
Value$709.5K (+$109.3K)
Filed 2026-11-05
Herold Advisors, Inc.
UNCHANGED
Shares6,999 from 6,999
Change0 (0%)
Value$704.7K (+$653)
Filed 2026-10-19
Sloy Dahl & Holst, LLC
DECREASED
Shares6,951 from 17,417
Change-10,466 (-60%)
Value$699.9K (-$1.1M)
Filed 2026-10-14
NovaPoint Capital, LLC
UNCHANGED
Shares6,754 from 6,754
Change0 (0%)
Value$680.0K (+$68)
Filed 2026-10-22
Plancorp, LLC
DECREASED
Shares6,750 from 24,792
Change-18,042 (-73%)
Value$679.9K (-$1.8M)
Filed 2026-11-03
Stonehaven Wealth & TAX Solutions, LLC
INCREASED
Shares6,746 from 4,733
Change+2,013 (+43%)
Value$679.2K (+$202.7K)
Filed 2026-10-22
OpenArc Corporate Advisory, LLC
INCREASED
Shares6,720 from 4,072
Change+2,648 (+65%)
Value$676.6K (+$266.6K)
Filed 2026-10-21
SilverOak Wealth Management LLC
INCREASED
Shares6,703 from 4,721
Change+1,982 (+42%)
Value$674.9K (+$199.6K)
Filed 2026-10-29
Clarus Group, Inc.
DECREASED
Shares6,692 from 15,328
Change-8,636 (-56%)
Value$673.7K (-$869.3K)
Filed 2026-10-21
Spinnaker Investment Group, LLC
DECREASED
Shares6,668 from 6,921
Change-253 (-4%)
Value$671.3K (-$25.4K)
Filed 2026-10-13
Elevate Wealth Advisory, Inc
DECREASED
Shares6,574 from 6,834
Change-260 (-4%)
Value$661.9K (-$26.1K)
Filed 2026-10-29
Sara-Bay Financial
NEW
Shares6,566
Change+6,566
Value$661.1K
Filed 2026-10-21
Diversified Enterprises, LLC
DECREASED
Shares6,425 from 9,580
Change-3,155 (-33%)
Value$646.9K (-$317.6K)
Filed 2026-10-19
Advisortrust Partners, LLC
NEW
Shares6,420
Change+6,420
Value$646.3K
Filed 2026-11-02
Tandem Investment Partners LLC
NEW
Shares6,313
Change+6,313
Value$635.6K
Filed 2026-10-16
Horizon Wealth Management, LLC
NEW
Shares6,306
Change+6,306
Value$634.9K
Filed 2026-11-02
Briggs Wealth Management, Inc
DECREASED
Shares6,296 from 7,997
Change-1,701 (-21%)
Value$633.9K (-$171.2K)
Filed 2026-10-26
Kesler, Norman & Wride, LLC
DECREASED
Shares6,290 from 7,763
Change-1,473 (-19%)
Value$633.2K (-$148.3K)
Filed 2026-11-06
Csenge Advisory Group
DECREASED
Shares6,175 from 9,723
Change-3,548 (-36%)
Value$621.7K (-$357.1K)
Filed 2026-11-04
Independent Wealth Advisors LLC
DECREASED
Shares6,165 from 6,284
Change-119 (-2%)
Value$620.7K (-$11.9K)
Filed 2026-10-27
Cyr Financial Inc.
INCREASED
Shares6,113 from 4,165
Change+1,948 (+47%)
Value$615.5K (+$196.2K)
Filed 2026-10-16
Sincerus Advisory, LLC
DECREASED
Shares6,090 from 8,464
Change-2,374 (-28%)
Value$613.1K (-$238.9K)
Filed 2026-10-09
Jefferson Bridge Capital, LLC
INCREASED
Shares6,076 from 5,658
Change+418 (+7%)
Value$611.7K (+$42.1K)
Filed 2026-11-06
Institute for Wealth Management, Llc.
INCREASED
Shares6,068 from 4,537
Change+1,531 (+34%)
Value$610.9K (+$154.2K)
Filed 2026-11-06
IFG Advisors, LLC
DECREASED
Shares6,019 from 6,111
Change-92 (-2%)
Value$606.0K (-$9.2K)
Filed 2026-10-15
Castleview Partners, LLC
NEW
Shares5,971
Change+5,971
Value$601.2K
Filed 2026-10-09
Avid Wealth Partners LLC
NEW
Shares5,958
Change+5,958
Value$599.9K
Filed 2026-11-03
Arnold Financial Planning LLC
DECREASED
Shares5,911 from 9,062
Change-3,151 (-35%)
Value$595.1K (-$317.1K)
Filed 2026-10-20
SeaCrest Wealth Management, LLC
DECREASED
Shares5,909 from 6,317
Change-408 (-6%)
Value$594.9K (-$41.0K)
Filed 2026-10-21
Mccarter Private Wealth Services LLC
INCREASED
Shares5,904 from 4,904
Change+1,000 (+20%)
Value$594.4K (+$100.7K)
Filed 2026-10-22
Altus Wealth Group LLC
DECREASED
Shares5,850 from 14,617
Change-8,767 (-60%)
Value$588.9K (-$882.5K)
Filed 2026-10-20
Midwest Trust Co
INCREASED
Shares5,824 from 5,769
Change+55 (+1%)
Value$586.4K (+$5.6K)
Filed 2026-10-22
Sensible Money, LLC
NEW
Shares5,739
Change+5,739
Value$577.8K
Filed 2026-10-20
OceanIQ Capital, LLC
DECREASED
Shares5,707 from 23,020
Change-17,313 (-75%)
Value$573.7K (-$1.7M)
Filed 2026-10-19
Astra Wealth Partners LLC
NEW
Shares5,682
Change+5,682
Value$572.1K
Filed 2026-11-06
Mills Wealth Advisors LLC
DECREASED
Shares5,654 from 6,011
Change-357 (-6%)
Value$569.2K (-$35.9K)
Filed 2026-10-22
GHP Investment Advisors, Inc.
DECREASED
Shares5,643 from 6,780
Change-1,137 (-17%)
Value$568.1K (-$114.4K)
Filed 2026-10-15
LiftPoint Family Wealth Advisors LLC
DECREASED
Shares5,628 from 8,358
Change-2,730 (-33%)
Value$566.6K (-$274.8K)
Filed 2026-11-03
Harbor Investment Advisory, LLC
UNCHANGED
Shares5,605 from 5,605
Change0 (0%)
Value$564.3K (+$56)
Filed 2026-10-13
Probity Advisors, Inc.
UNCHANGED
Shares5,530 from 5,530
Change0 (0%)
Value$556.8K (+$55)
Filed 2026-10-23
Fragasso Financial Advisors Inc
NEW
Shares5,509
Change+5,509
Value$553.7K
Filed 2026-10-13
Folger Nolan Fleming Douglas Capital Management, Inc
NEW
Shares5,452
Change+5,452
Value$548.9K
Filed 2026-10-13
Alexander Randolph Advisory, Inc.
INCREASED
Shares5,451 from 5,083
Change+368 (+7%)
Value$548.8K (+$37.1K)
Filed 2026-11-04
Gibson Wealth Advisors LLC
NEW
Shares5,434
Change+5,434
Value$547.1K
Filed 2026-10-20
Choreo, LLC
DECREASED
Shares5,394 from 12,986
Change-7,592 (-58%)
Value$543.0K (-$764.2K)
Filed 2026-10-28
LVW Advisors, LLC
NEW
Shares5,327
Change+5,327
Value$536.3K
Filed 2026-10-19
Harold Davidson & Associates Inc.
NEW
Shares5,231
Change+5,231
Value$526.6K
Filed 2026-10-29
Coyle Financial Counsel LLC
DECREASED
Shares5,210 from 5,997
Change-787 (-13%)
Value$524.5K (-$79.2K)
Filed 2026-10-28
Quantify Chaos Advisors, LLC
INCREASED
Shares5,173 from 3,797
Change+1,376 (+36%)
Value$520.8K (+$138.6K)
Filed 2026-11-04
Baker Avenue Asset Management, LP
DECREASED
Shares5,160 from 5,221
Change-61 (-1%)
Value$519.5K (-$6.1K)
Filed 2026-11-06
Sugar Maple Asset Management, LLC
DECREASED
Shares5,135 from 5,572
Change-437 (-8%)
Value$517.0K (-$43.9K)
Filed 2026-10-13
Berkshire Money Management, Inc.
NEW
Shares5,133
Change+5,133
Value$516.8K
Filed 2026-10-21
Pachira Investments Inc.
NEW
Shares5,101
Change+5,101
Value$513.6K
Filed 2026-10-14
Shayne & Jacobs, LLC
UNCHANGED
Shares5,100 from 5,100
Change0 (0%)
Value$513.5K (+$51)
Filed 2026-10-21
Cypress Wealth Services, LLC
DECREASED
Shares5,083 from 12,340
Change-7,257 (-59%)
Value$510.7K (-$731.6K)
Filed 2026-10-21
Grimes & Co Wealth Management, LLC
DECREASED
Shares5,059 from 158,976
Change-153,917 (-97%)
Value$509.3K (-$15.5M)
Filed 2026-10-29
RDA Financial Network
DECREASED
Shares5,053 from 7,621
Change-2,568 (-34%)
Value$508.7K (-$258.5K)
Filed 2026-10-15
Boothe Investment Group, Inc.
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$503.4K (+$50)
Filed 2026-10-22
Eagle Rock Investment Company, LLC
UNCHANGED
Shares4,992 from 4,992
Change0 (0%)
Value$502.6K (+$50)
Filed 2026-10-21
Family Office Research LLC
NEW
Shares4,966
Change+4,966
Value$500.0K
Filed 2026-10-14
Clarity Capital Advisors, LLC
INCREASED
Shares4,935 from 4,890
Change+45 (+1%)
Value$496.8K (+$4.5K)
Filed 2026-10-27
Strategic Advisory Partners, LLC
DECREASED
Shares4,924 from 5,550
Change-626 (-11%)
Value$495.7K (-$63.0K)
Filed 2026-11-06
Sapient Capital LLC
DECREASED
Shares4,923 from 5,813
Change-890 (-15%)
Value$495.6K (-$89.5K)
Filed 2026-10-08
Apella Capital, LLC
INCREASED
Shares4,902 from 3,863
Change+1,039 (+27%)
Value$492.5K (+$104.4K)
Filed 2026-10-08
Balboa Wealth Partners
DECREASED
Shares4,898 from 7,768
Change-2,870 (-37%)
Value$493.1K (-$288.9K)
Filed 2026-10-20
Lionshead Wealth Management, LLC
DECREASED
Shares4,889 from 5,038
Change-149 (-3%)
Value$492.2K (-$15.0K)
Filed 2026-10-21
Henderson Brothers Financial Partners, LLC
DECREASED
Shares4,747 from 4,910
Change-163 (-3%)
Value$477.9K (-$16.4K)
Filed 2026-11-03
MW Advisory, LLC
DECREASED
Shares4,745 from 15,187
Change-10,442 (-69%)
Value$477.7K (-$1.1M)
Filed 2026-10-19
Avantax Planning Partners, Inc.
NEW
Shares4,628
Change+4,628
Value$466.0K
Filed 2026-11-03
AlphaCore Capital LLC
INCREASED
Shares4,563 from 4,414
Change+149 (+3%)
Value$459.4K (+$15.1K)
Filed 2026-11-04
R2 Capital Strategies, LLC
DECREASED
Shares4,515 from 5,240
Change-725 (-14%)
Value$454.6K (-$72.9K)
Filed 2026-10-15
Mainsail Asset Management, LLC
NEW
Shares4,463
Change+4,463
Value$448.4K
Filed 2026-10-14
Stevens Capital Partners
DECREASED
Shares4,381 from 4,476
Change-95 (-2%)
Value$441.0K (-$9.5K)
Filed 2026-10-29
Meitav Investment House LTD
UNCHANGED
Shares4,229 from 4,229
Change0 (0%)
Value$425.8K (+$41)
Filed 2026-10-28
Capital Advisors, Ltd. LLC
DECREASED
Shares4,216 from 7,116
Change-2,900 (-41%)
Value$424 (-$292)
Filed 2026-10-27
Xena Financial Planning, LLC
DECREASED
Shares4,176 from 4,483
Change-307 (-7%)
Value$420.5K (-$30.8K)
Filed 2026-10-13
Arkfeld Wealth Strategies, L.L.C.
INCREASED
Shares4,169 from 4,119
Change+50 (+1%)
Value$418.8K (+$5.1K)
Filed 2026-10-19
RHS Financial, LLC
DECREASED
Shares4,131 from 11,159
Change-7,028 (-63%)
Value$416.0K (-$707.5K)
Filed 2026-10-13
Treasure Coast Financial Planning
UNCHANGED
Shares4,110 from 4,110
Change0 (0%)
Value$413.8K (+$41)
Filed 2026-11-03
Fisher Asset Management, LLC
DECREASED
Shares4,068 from 4,751
Change-683 (-14%)
Value$409.7K (-$68.7K)
Filed 2026-11-06
BG Investment Services, LLC
INCREASED
Shares4,005 from 2,849
Change+1,156 (+41%)
Value$403.2K (+$116.4K)
Filed 2026-10-23
Invenio Wealth Partners LLC
NEW
Shares3,997
Change+3,997
Value$402.5K
Filed 2026-10-20
PKS Advisory Services, LLC
UNCHANGED
Shares3,991 from 3,991
Change0 (0%)
Value$401.7K ($0)
Filed 2026-10-26
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED
Shares3,985 from 3,985
Change0 (0%)
Value$401.2K (+$80)
Filed 2026-10-29
Advisor OS, LLC
DECREASED
Shares3,962 from 4,788
Change-826 (-17%)
Value$398.9K (-$83.1K)
Filed 2026-11-03
Paragon Advisors, LLC
NEW
Shares3,950
Change+3,950
Value$397.7K
Filed 2026-11-03
Asempa Wealth Advisors
INCREASED
Shares3,947 from 3,945
Change+2 (+0%)
Value$396.3K (-$879)
Filed 2026-10-07
GC Wealth Management RIA, LLC
NEW
Shares3,944
Change+3,944
Value$397.1K
Filed 2026-11-02
Jessup Wealth Management, Inc
INCREASED
Shares3,934 from 3,916
Change+18 (+0%)
Value$396.1K (+$1.9K)
Filed 2026-10-20
IFC & Insurance Marketing, Inc.
DECREASED
Shares3,922 from 4,665
Change-743 (-16%)
Value$387.3K (-$82.3K)
Filed 2026-10-16
Guild Investment Management, Inc.
UNCHANGED
Shares3,900 from 3,900
Change0 (0%)
Value$392.7K (+$39)
Filed 2026-11-03
Johnson Financial Group, LLC
INCREASED
Shares3,885 from 3,872
Change+13 (+0%)
Value$391.1K (+$1.3K)
Filed 2026-11-03
Weaver Consulting Group
UNCHANGED
Shares3,880 from 3,880
Change0 (0%)
Value$390.6K (+$38)
Filed 2026-10-07
Elco Management Co., LLC
DECREASED
Shares3,850 from 4,050
Change-200 (-5%)
Value$387.6K (-$20.1K)
Filed 2026-10-14
Transce3nd, LLC
INCREASED
Shares3,841 from 887
Change+2,954 (+333%)
Value$386.5K (+$297.3K)
Filed 2026-10-26
Arista Wealth Management, LLC
NEW
Shares3,794
Change+3,794
Value$382.0K
Filed 2026-10-29
Kure Advisory, LLC
INCREASED
Shares3,776 from 3,588
Change+188 (+5%)
Value$380.2K (+$18.9K)
Filed 2026-10-08
Obermeyer Wealth Partners
NEW
Shares3,757
Change+3,757
Value$378.3K
Filed 2026-10-21
Cosner Financial Group, LLC
INCREASED
Shares3,723 from 3,175
Change+548 (+17%)
Value$374.9K (+$55.3K)
Filed 2026-11-03
Financial Harvest, LLC
INCREASED
Shares3,722 from 2,973
Change+749 (+25%)
Value$374.8K (+$75.5K)
Filed 2026-10-15
Cardinal Point Capital Management ULC
INCREASED
Shares3,705 from 3,672
Change+33 (+1%)
Value$373.1K (+$3.4K)
Filed 2026-10-21
WT Wealth Management
DECREASED
Shares3,700 from 3,750
Change-50 (-1%)
Value$372.5K (-$5.0K)
Filed 2026-10-13
Ridgeline Wealth, LLC
UNCHANGED
Shares3,676 from 3,676
Change0 (0%)
Value$369.5K (-$551)
Filed 2026-10-14
Embree Financial Group
NEW
Shares3,596
Change+3,596
Value$362.0K
Filed 2026-10-22
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares3,587 from 2,506
Change+1,081 (+43%)
Value$361.2K (+$108.9K)
Filed 2026-10-14
Wealth Alliance Advisory Group, LLC
NEW
Shares3,580
Change+3,580
Value$360.5K
Filed 2026-10-14
Novem Group
DECREASED
Shares3,560 from 4,527
Change-967 (-21%)
Value$358.4K (-$97.3K)
Filed 2026-10-19
XXI Wealth, LLC
INCREASED
Shares3,557 from 2,526
Change+1,031 (+41%)
Value$358.1K (+$103.8K)
Filed 2026-10-22
Value Investment Professionals, LLC
INCREASED
Shares3,543 from 3,511
Change+32 (+1%)
Value$356.7K (+$3.2K)
Filed 2026-10-13
J. L. Bainbridge & Co., Inc.
INCREASED
Shares3,527 from 3,428
Change+99 (+3%)
Value$355.1K (+$10.0K)
Filed 2026-10-20
Cascade Investment Group, Inc.
DECREASED
Shares3,488 from 6,424
Change-2,936 (-46%)
Value$351.2K (-$295.5K)
Filed 2026-10-13
Tsfg, LLC
NEW
Shares3,482
Change+3,482
Value$351
Filed 2026-10-23
Iron Financial LLC
UNCHANGED
Shares3,455 from 3,455
Change0 (0%)
Value$347.9K (+$35)
Filed 2026-10-23
Mission Wealth Management, LP
DECREASED
Shares3,429 from 6,637
Change-3,208 (-48%)
Value$345.3K (-$322.8K)
Filed 2026-10-15
Ledgewood Wealth Advisors, LLC
UNCHANGED
Shares3,420 from 3,420
Change0 (0%)
Value$344.3K (+$35)
Filed 2026-10-09
Soltis Investment Advisors LLC
NEW
Shares3,389
Change+3,389
Value$341.2K
Filed 2026-10-28
Retireful, LLC
NEW
Shares3,367
Change+3,367
Value$339.0K
Filed 2026-10-09
Polaris Financial Partners
NEW
Shares3,320
Change+3,320
Value$334
Filed 2026-10-02
Peck Wealth Management, LLC
INCREASED
Shares3,297 from 2,497
Change+800 (+32%)
Value$331.9K (+$80.6K)
Filed 2026-10-29
Eastern Bank
INCREASED
Shares3,282 from 3,252
Change+30 (+1%)
Value$330.4K (+$3.0K)
Filed 2026-10-05
Northbridge Financial Group, LLC
INCREASED
Shares3,275 from 1,990
Change+1,285 (+65%)
Value$329.0K (+$128.7K)
Filed 2026-11-05
Insight Wealth Strategies, LLC
NEW
Shares3,246
Change+3,246
Value$326.8K
Filed 2026-10-09
15 Wealth Advisors LLC
NEW
Shares3,243
Change+3,243
Value$326.5K
Filed 2026-10-14
Thoma Capital Management LLC
UNCHANGED
Shares3,226 from 3,226
Change0 (0%)
Value$324.8K (+$33)
Filed 2026-10-19
Retirement Investment Advisors, Inc.
DECREASED
Shares3,210 from 3,297
Change-87 (-3%)
Value$323.2K (-$8.2K)
Filed 2026-10-22
Seven Mile Advisory
NEW
Shares3,168
Change+3,168
Value$319.0K
Filed 2026-10-22
E6 Portfolios, LLC
DECREASED
Shares3,163 from 3,329
Change-166 (-5%)
Value$318.4K (-$16.7K)
Filed 2026-10-26
Leo Wealth, LLC
NEW
Shares3,139
Change+3,139
Value$316.0K
Filed 2026-10-26
Impact Capital Partners LLC
NEW
Shares3,130
Change+3,130
Value$315.1K
Filed 2026-10-22
Activest Wealth Management
DECREASED
Shares3,100 from 4,600
Change-1,500 (-33%)
Value$312.1K (-$151.0K)
Filed 2026-10-15
Chartist Inc
NEW
Shares3,092
Change+3,092
Value$311.3K
Filed 2026-11-04
Manchester Capital Management LLC
INCREASED
Shares3,085 from 2,550
Change+535 (+21%)
Value$310.6K (+$53.8K)
Filed 2026-10-22
Jacobi Capital Management LLC
INCREASED
Shares3,038 from 2,852
Change+186 (+7%)
Value$305.9K (+$18.8K)
Filed 2026-11-05
Elevation Wealth Partners, LLC
NEW
Shares3,032
Change+3,032
Value$305.3K
Filed 2026-10-07
Sweeney & Michel, LLC
DECREASED
Shares3,026 from 4,993
Change-1,967 (-39%)
Value$304.7K (-$197.0K)
Filed 2026-10-16
Galvin, Gaustad & Stein, LLC
NEW
Shares3,012
Change+3,012
Value$303.3K
Filed 2026-10-08
Grandview Asset Management LLC
NEW
Shares3,009
Change+3,009
Value$302.9K
Filed 2026-10-19
Cooper S Advisors, LLC
NEW
Shares3,001
Change+3,001
Value$302.2K
Filed 2026-11-03
Farmers & Merchants Trust Co of Chambersburg PA
NEW
Shares3,000
Change+3,000
Value$302
Filed 2026-10-14
SRH Advisors, LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$302.0K (+$30)
Filed 2026-10-22
Venture Visionary Partners LLC
DECREASED
Shares2,992 from 3,253
Change-261 (-8%)
Value$301.3K (-$26.2K)
Filed 2026-10-07
Delta Wealth Advisors LLC
NEW
Shares2,971
Change+2,971
Value$299.1K
Filed 2026-10-09
Bdfs Capital LLC
INCREASED
Shares2,956 from 2,603
Change+353 (+14%)
Value$297.7K (+$35.7K)
Filed 2026-10-14
Family Investment Center, Inc.
DECREASED
Shares2,952 from 3,146
Change-194 (-6%)
Value$297.2K (-$19.6K)
Filed 2026-10-19
Bauman Advisory Group, LLC
INCREASED
Shares2,945 from 2,319
Change+626 (+27%)
Value$296.5K (+$63.1K)
Filed 2026-10-29
RFG - Bristol Wealth Advisors, LLC
DECREASED
Shares2,939 from 3,623
Change-684 (-19%)
Value$295.9K (-$68.8K)
Filed 2026-10-09
Wealth Preservation Advisors, LLC
DECREASED
Shares2,931 from 4,300
Change-1,369 (-32%)
Value$295.1K (-$57.8K)
Filed 2026-11-05
Optivise Advisory Services LLC
INCREASED
Shares2,893 from 2,793
Change+100 (+4%)
Value$291.3K (+$10.1K)
Filed 2026-10-19
Summit Financial Wealth Advisors, LLC
DECREASED
Shares2,874 from 3,174
Change-300 (-9%)
Value$289.4K (-$30.2K)
Filed 2026-10-15
Eddie Patel Inc
DECREASED
Shares2,874 from 3,067
Change-193 (-6%)
Value$289.4K (-$19.4K)
Filed 2026-11-02
Blue Square Asset Management, LLC
INCREASED
Shares2,819 from 2,589
Change+230 (+9%)
Value$283.8K (+$23.2K)
Filed 2026-11-02
Lantern Wealth Advisors, LLC
NEW
Shares2,801
Change+2,801
Value$282.0K
Filed 2026-10-22
Hudson Capital Management LLC
NEW
Shares2,788
Change+2,788
Value$280.7K
Filed 2026-10-20
Abound Wealth Management
NEW
Shares2,779
Change+2,779
Value$279.8K
Filed 2026-10-26
Gryphon Financial Partners LLC
INCREASED
Shares2,779 from 2,773
Change+6 (+0%)
Value$279.8K (+$652)
Filed 2026-11-04
Matauro, LLC
DECREASED
Shares2,772 from 3,765
Change-993 (-26%)
Value$279.1K (-$100.0K)
Filed 2026-11-03
First Financial Group Corp
NEW
Shares2,736
Change+2,736
Value$275.5K
Filed 2026-10-22
Unique Wealth, LLC
NEW
Shares2,717
Change+2,717
Value$273.5K
Filed 2026-10-16
Midwest Heritage Bank, FSB
UNCHANGED
Shares2,715 from 2,715
Change0 (0%)
Value$273.3K (+$27)
Filed 2026-10-26
Keeler Thomas Management LLC
NEW
Shares2,696
Change+2,696
Value$271.4K
Filed 2026-10-29
Capitol Family Office, Inc.
INCREASED
Shares2,600 from 2,426
Change+174 (+7%)
Value$261.8K (+$17.5K)
Filed 2026-10-13
Truefg, LLC
NEW
Shares2,514
Change+2,514
Value$253.1K
Filed 2026-10-15
NorthCrest Asset Manangement, LLC
UNCHANGED
Shares2,500 from 2,500
Change0 (0%)
Value$251.2K (-$25)
Filed 2026-10-13
Mission Financial Group, LLC
UNCHANGED
Shares2,490 from 2,490
Change0 (0%)
Value$250.7K (+$25)
Filed 2026-10-21
Highline Wealth Partners LLC
DECREASED
Shares2,447 from 3,049
Change-602 (-20%)
Value$246.4K (-$60.6K)
Filed 2026-10-19
Nova Financial LLC
NEW
Shares2,446
Change+2,446
Value$246.3K
Filed 2026-11-04
Bannerman Wealth Management Group, LLC
INCREASED
Shares2,426 from 2,425
Change+1 (+0%)
Value$244.2K (+$57)
Filed 2026-10-09
CWS Financial Advisors, LLC
DECREASED
Shares2,394 from 2,862
Change-468 (-16%)
Value$241.0K (-$47.1K)
Filed 2026-10-16
Northland Capital Management LLC
NEW
Shares2,390
Change+2,390
Value$240.6K
Filed 2026-10-15
LMG Wealth Partners, LLC
INCREASED
Shares2,372 from 2,369
Change+3 (+0%)
Value$238.8K (+$326)
Filed 2026-11-05
Bedel Financial Consulting, Inc.
DECREASED
Shares2,365 from 2,375
Change-10 (0%)
Value$238.1K (-$983)
Filed 2026-11-06
Argyle Capital Partners, LLC
DECREASED
Shares2,344 from 2,545
Change-201 (-8%)
Value$236.0K (-$20.2K)
Filed 2026-10-23
Absolute Capital Management, LLC
NEW
Shares2,329
Change+2,329
Value$234.5K
Filed 2026-10-16
Ferguson Wellman Capital Management, Inc
NEW
Shares2,309
Change+2,309
Value$232.5K
Filed 2026-10-05
Harpswell Capital Advisors, LLC
NEW
Shares2,292
Change+2,292
Value$230.8K
Filed 2026-10-09
Wormser Freres Gestion
UNCHANGED
Shares2,290 from 2,290
Change0 (0%)
Value$230.6K (+$973)
Filed 2026-10-21
True Wealth Design, LLC
INCREASED
Shares2,276 from 1,218
Change+1,058 (+87%)
Value$229.1K (+$106.5K)
Filed 2026-10-13
Capital Square, LLC
INCREASED
Shares2,263 from 2,032
Change+231 (+11%)
Value$227.9K (+$23.6K)
Filed 2026-10-19
BFI Wealth Solutions, LLC
INCREASED
Shares2,159 from 2,140
Change+19 (+1%)
Value$217.4K (+$2.0K)
Filed 2026-10-16
Mountain Capital Investment Advisors Inc.
NEW
Shares2,157
Change+2,157
Value$217.2K
Filed 2026-11-06
Dynamic Wealth Strategies, LLC
INCREASED
Shares2,131 from 1,828
Change+303 (+17%)
Value$214.5K (+$30.5K)
Filed 2026-10-16
Davis Investment Partners, LLC
DECREASED
Shares2,119 from 2,328
Change-209 (-9%)
Value$213.3K (-$21.1K)
Filed 2026-11-05
United Bank
NEW
Shares2,100
Change+2,100
Value$211.4K
Filed 2026-11-06
Financial Architects, LLC
NEW
Shares2,085
Change+2,085
Value$209.9K
Filed 2026-10-13
Capital Investment Counsel, Inc
NEW
Shares2,083
Change+2,083
Value$209.7K
Filed 2026-10-20
Abacus Planning Group, Inc.
UNCHANGED
Shares2,064 from 2,064
Change0 (0%)
Value$207.8K (+$21)
Filed 2026-11-02
Seamount Financial Group Inc
UNCHANGED
Shares2,051 from 2,051
Change0 (0%)
Value$206.5K (+$21)
Filed 2026-10-21
Coquina Private Wealth LLC
UNCHANGED
Shares2,049 from 2,049
Change0 (0%)
Value$206.3K (+$20)
Filed 2026-10-27
Cohalo Advisory LLC
DECREASED
Shares2,033 from 2,099
Change-66 (-3%)
Value$204.8K (-$6.6K)
Filed 2026-10-28
Consilium Wealth Advisory, LLC
UNCHANGED
Shares2,013 from 2,013
Change0 (0%)
Value$202.7K (+$20)
Filed 2026-10-14
Channel Wealth LLC
NEW
Shares2,000
Change+2,000
Value$201.4K
Filed 2026-11-06
North Capital, Inc.
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$201.0K (-$300)
Filed 2026-10-16
StrongBox Wealth, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$201.4K (+$20)
Filed 2026-11-02
Wealth Architects, LLC
DECREASED
Shares1,995 from 14,575
Change-12,580 (-86%)
Value$200.9K (-$1.3M)
Filed 2026-11-03
Capital Management Associates, Inc
NEW
Shares1,988
Change+1,988
Value$200.2K
Filed 2026-10-20
United Community Bank
UNCHANGED
Shares1,934 from 1,934
Change0 (0%)
Value$194.7K (+$19)
Filed 2026-10-28
Gables Capital Management Inc.
UNCHANGED
Shares1,920 from 1,920
Change0 (0%)
Value$193.3K (+$20)
Filed 2026-11-04
Provenance Wealth Advisors, LLC
NEW
Shares1,895
Change+1,895
Value$190.8K
Filed 2026-10-30
Latitude Advisors, LLC
NEW
Shares1,612
Change+1,612
Value$162.3K
Filed 2026-10-27
General Partner, Inc.
INCREASED
Shares1,600 from 1,550
Change+50 (+3%)
Value$161.1K (+$5.0K)
Filed 2026-10-05
Ares Financial Consulting, LLC
UNCHANGED
Shares1,375 from 1,375
Change0 (0%)
Value$138.4K (+$14)
Filed 2026-10-19
GoalVest Advisory LLC
DECREASED
Shares1,361 from 1,401
Change-40 (-3%)
Value$137.0K (-$4.0K)
Filed 2026-10-02
Blueline Advisors LLC
DECREASED
Shares1,349 from 1,372
Change-23 (-2%)
Value$135.8K (-$2.3K)
Filed 2026-10-15
Mather Group, Llc.
INCREASED
Shares1,247 from 1,184
Change+63 (+5%)
Value$125.5K (+$6.4K)
Filed 2026-10-14
Deane Retirement Strategies, Inc.
DECREASED
Shares1,217 from 1,717
Change-500 (-29%)
Value$122.5K (-$50.3K)
Filed 2026-10-09
Wolff Wiese Magana LLC
NEW
Shares1,200
Change+1,200
Value$120.8K
Filed 2026-10-15
S.A. Mason LLC
UNCHANGED
Shares1,194 from 1,194
Change0 (0%)
Value$120.2K (+$12)
Filed 2026-10-13
Downshift Financial, LLC
DECREASED
Shares1,182 from 1,202
Change-20 (-2%)
Value$119.1K (-$2.0K)
Filed 2026-10-13
Compass Financial Management LLC
DECREASED
Shares1,097 from 29,110
Change-28,013 (-96%)
Value$110.4K (-$2.8M)
Filed 2026-10-30
Elyxium Wealth, LLC
NEW
Shares1,057
Change+1,057
Value$106.4K
Filed 2026-10-27
Asset Dedication, LLC
UNCHANGED
Shares1,050 from 1,050
Change0 (0%)
Value$105.7K (+$10)
Filed 2026-11-03
Financial Perspectives, Inc
DECREASED
Shares1,038 from 1,522
Change-484 (-32%)
Value$104.5K (-$48.7K)
Filed 2026-11-03
Pinnacle Bancorp, Inc.
DECREASED
Shares1,026 from 1,104
Change-78 (-7%)
Value$103.3K (-$7.8K)
Filed 2026-10-21
Coston, McIsaac & Partners
INCREASED
Shares1,011 from 610
Change+401 (+66%)
Value$101.8K (+$40.8K)
Filed 2026-11-06
Catherine Avery Investment Management LLC
NEW
Shares995
Change+995
Value$100.2K
Filed 2026-10-14
Barclays PLC
UNCHANGED
Shares851 from 851
Change0 (0%)
Value$85.7K (+$9)
Filed 2026-11-06
Kings Path Partners LLC
UNCHANGED
Shares836 from 836
Change0 (0%)
Value$84.2K (+$8)
Filed 2026-10-21
Elevated Capital Advisors, LLC
DECREASED
Shares814 from 6,030
Change-5,216 (-86%)
Value$82.0K (-$525.1K)
Filed 2026-11-04
Financial Management Professionals, Inc.
DECREASED
Shares751 from 844
Change-93 (-11%)
Value$75.6K (-$9.4K)
Filed 2026-10-23
NBH Bank
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$70.5K (+$7)
Filed 2026-11-05
Mosley Wealth Management
INCREASED
Shares645 from 181
Change+464 (+256%)
Value$64.8K (+$46.6K)
Filed 2026-10-16
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares645 from 645
Change0 (0%)
Value$64.9K (+$6)
Filed 2026-10-28
Raleigh Capital Management Inc.
DECREASED
Shares585 from 12,418
Change-11,833 (-95%)
Value$58.9K (-$1.2M)
Filed 2026-10-28
Rosenberg Matthew Hamilton
NEW
Shares569
Change+569
Value$57.3K
Filed 2026-10-05
Birch Financial Group, LLC
NEW
Shares565
Change+565
Value$56.9K
Filed 2026-10-27
Barrett & Company, Inc.
INCREASED
Shares517 from 512
Change+5 (+1%)
Value$52.1K (+$474)
Filed 2026-10-22
IMG Wealth Management, Inc.
INCREASED
Shares512 from 35
Change+477 (+1363%)
Value$51.6K (+$48.1K)
Filed 2026-10-27
New England Capital Financial Advisors LLC
NEW
Shares502
Change+502
Value$50.5K
Filed 2026-11-03
Arlington Trust Co LLC
INCREASED
Shares477 from 427
Change+50 (+12%)
Value$48.0K (+$5.0K)
Filed 2026-10-20
Contravisory Investment Management, Inc.
UNCHANGED
Shares470 from 470
Change0 (0%)
Value$47.3K (+$5)
Filed 2026-10-13
Maryland Capital Advisors Inc.
DECREASED
Shares425 from 474
Change-49 (-10%)
Value$42.8K (-$4.9K)
Filed 2026-10-15
United Financial Planning Group LLC
NEW
Shares422
Change+422
Value$42.5K
Filed 2026-11-04
Richardson Capital Management LLC
NEW
Shares395
Change+395
Value$39.8K
Filed 2026-10-23
Rossby Financial, LCC
INCREASED
Shares380 from 229
Change+151 (+66%)
Value$38.3K (+$15.2K)
Filed 2026-11-05
Physician Wealth Advisors, Inc.
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$37.8K (+$3)
Filed 2026-10-20
Quest 10 Wealth Builders, Inc.
INCREASED
Shares364 from 113
Change+251 (+222%)
Value$36.6K (+$25.2K)
Filed 2026-11-02
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares350 from 594
Change-244 (-41%)
Value$35.2K (-$24.6K)
Filed 2026-10-07
Townsend Asset Management Corp
NEW
Shares345
Change+345
Value$34.7K
Filed 2026-10-29
Quaker Wealth Management, LLC
INCREASED
Shares327 from 141
Change+186 (+132%)
Value$32.9K (+$18.7K)
Filed 2026-10-22
Signature Equity Partners, LLC
INCREASED
Shares324 from 62
Change+262 (+423%)
Value$32.6K (+$26.4K)
Filed 2026-10-29
Strengthening Families & Communities, LLC
INCREASED
Shares316 from 313
Change+3 (+1%)
Value$31.8K (+$289)
Filed 2026-10-21
William Mack & Associates, Inc.
NEW
Shares312
Change+312
Value$31.4K
Filed 2026-10-27
Bell Investment Advisors, Inc
INCREASED
Shares308 from 305
Change+3 (+1%)
Value$31.0K (+$283)
Filed 2026-10-29
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares304 from 304
Change0 (0%)
Value$30.6K (+$3)
Filed 2026-10-27
Signaturefd, LLC
INCREASED
Shares300 from 158
Change+142 (+90%)
Value$30.2K (+$14.3K)
Filed 2026-10-23
Grove Bank & Trust
DECREASED
Shares300 from 400
Change-100 (-25%)
Value$30.2K (-$10.1K)
Filed 2026-10-08
Entrust Financial LLC
NEW
Shares270
Change+270
Value$27.2K
Filed 2026-11-04
Financial Consulate, Inc
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$25.2K (+$2)
Filed 2026-10-23
Gamma Investing LLC
UNCHANGED
Shares243 from 243
Change0 (0%)
Value$24.5K (+$2)
Filed 2026-10-08
MB, Levis & Associates, LLC
NEW
Shares220
Change+220
Value$22.1K
Filed 2026-10-16
Cassaday & Co Wealth Management LLC
INCREASED
Shares215 from 120
Change+95 (+79%)
Value$21.6K (+$9.6K)
Filed 2026-10-27
Ameliora Wealth Management Ltd.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$20.1K (+$2)
Filed 2026-10-23
Birchwood Financial Partners, Inc.
NEW
Shares178
Change+178
Value$17.9K
Filed 2026-11-02
Ashurst Perkins Coie Trust Co
NEW
Shares170
Change+170
Value$17.1K
Filed 2026-10-15
Key Capital Management, Inc
DECREASED
Shares165 from 243
Change-78 (-32%)
Value$16.6K (-$7.9K)
Filed 2026-11-03
Tounjian Advisory Partners, LLC
INCREASED
Shares160 from 25
Change+135 (+540%)
Value$16.1K (+$13.6K)
Filed 2026-11-04
Albion Financial Group
DECREASED
Shares150 from 354,373
Change-354,223 (-100%)
Value$15.1K (-$35.7M)
Filed 2026-10-21
Nfsg Corp
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$15.1K (+$1)
Filed 2026-10-15
Wilkerson Advisory Group LLC
INCREASED
Shares139 from 106
Change+33 (+31%)
Value$13.9K (+$3.2K)
Filed 2026-10-20
Montgomery Financial Services LLC
UNCHANGED
Shares139 from 139
Change0 (0%)
Value$14.0K (+$2)
Filed 2026-11-03
Guardian Partners Inc.
DECREASED
Shares134 from 194
Change-60 (-31%)
Value$13.5K (-$6.0K)
Filed 2026-10-21
NBT Bank, N.A.
INCREASED
Shares102 from 101
Change+1 (+1%)
Value$10.3K (+$94)
Filed 2026-10-21
Bayban
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$10.3K ($0)
Filed 2026-11-05
Lodestone Wealth Management LLC
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$10.3K (+$1)
Filed 2026-10-14
Adkins Seale Capital Management LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$10.1K (+$1)
Filed 2026-10-27
High Note Wealth, LLC
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$10.0K (+$1)
Filed 2026-10-27
Kingdom Financial Group Llc.
INCREASED
Shares97 from 19
Change+78 (+411%)
Value$9.7K (+$7.8K)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$9.2K (+$1)
Filed 2026-11-05
Trust Co
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$7.9K (+$1)
Filed 2026-10-09
Covestor Ltd
DECREASED
Shares69 from 70
Change-1 (-1%)
Value$7 (-$7.0K)
Filed 2026-10-30
Eukles Asset Management
NEW
Shares66
Change+66
Value$6.6K
Filed 2026-11-04
Gold Investment Management Ltd.
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$5.9K ($0)
Filed 2026-10-19
Mogy Joel R Investment Counsel Inc
NEW
Shares58
Change+58
Value$5.8K
Filed 2026-10-13
Paladin Partners, LLC
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$5.6K ($0)
Filed 2026-10-06
MidAtlantic Capital Management, Inc.
NEW
Shares50
Change+50
Value$5.0K
Filed 2026-11-05
Fairway Wealth LLC
NEW
Shares43
Change+43
Value$4.3K
Filed 2026-10-30
Princeton Global Asset Management LLC
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$4.3K ($0)
Filed 2026-10-21
Lloyd Advisory Services, Llc.
INCREASED
Shares39 from 12
Change+27 (+225%)
Value$3.9K (+$2.7K)
Filed 2026-11-02
Community Bank, N.A.
INCREASED
Shares29 from 25
Change+4 (+16%)
Value$2.9K (+$403)
Filed 2026-11-06
Financial Network Wealth Advisors LLC
NEW
Shares28
Change+28
Value$2.8K
Filed 2026-10-28
MassMutual Private Wealth & Trust, FSB
NEW
Shares9
Change+9
Value$906
Filed 2026-10-05
JFS Wealth Advisors, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$712 (+$7)
Filed 2026-11-03
Russell Investments Group, Ltd.
DECREASED
Shares4 from 5
Change-1 (-20%)
Value$446 (-$49)
Filed 2026-11-06
McElhenny Sheffield Capital Management, LLC
CLOSED
Shares0 from 547,033
Change-547,033 (-100%)
Value$0 (-$55.1M)
Filed 2026-11-06
Capital Investment Advisory Services, LLC
CLOSED
Shares0 from 86,272
Change-86,272 (-100%)
Value$0 (-$8.7M)
Filed 2026-10-30
Jefferies Financial Group Inc.
CLOSED
Shares0 from 37,951
Change-37,951 (-100%)
Value$0 (-$3.8M)
Filed 2026-11-05
Kelleher Financial Advisors
CLOSED
Shares0 from 33,551
Change-33,551 (-100%)
Value$0 (-$3.4M)
Filed 2026-10-30
Approach Retirement Advisors, LLC
CLOSED
Shares0 from 17,325
Change-17,325 (-100%)
Value$0 (-$1.7M)
Filed 2026-10-22
Shah Wealth Advisors, LLC
CLOSED
Shares0 from 14,281
Change-14,281 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-06
Confluence Wealth Services, Inc.
CLOSED
Shares0 from 14,091
Change-14,091 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-05
Mirador Capital Partners LP
CLOSED
Shares0 from 12,182
Change-12,182 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-09
True Freedom Investing, LLC
CLOSED
Shares0 from 11,244
Change-11,244 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-29
Winthrop Advisory Group LLC
CLOSED
Shares0 from 10,400
Change-10,400 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-22
Sumitomo Mitsui Trust Group, Inc.
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-29
YHB Investment Advisors, Inc.
CLOSED
Shares0 from 9,800
Change-9,800 (-100%)
Value$0 (-$986.6K)
Filed 2026-10-08
Aureum Wealth Management, LLC
CLOSED
Shares0 from 9,505
Change-9,505 (-100%)
Value$0 (-$956.9K)
Filed 2026-10-15
Williams Jones Wealth Management, Llc.
CLOSED
Shares0 from 7,169
Change-7,169 (-100%)
Value$0 (-$721.7K)
Filed 2026-11-05
Forvis Mazars Wealth Advisors, LLC
CLOSED
Shares0 from 6,957
Change-6,957 (-100%)
Value$0 (-$700.4K)
Filed 2026-10-13
Imc-Chicago, LLC
CLOSED
Shares0 from 6,287
Change-6,287 (-100%)
Value$0 (-$632.9K)
Filed 2026-11-05
Greenwood Gearhart LLC
CLOSED
Shares0 from 6,225
Change-6,225 (-100%)
Value$0 (-$626.7K)
Filed 2026-11-02
Scarborough Advisors, LLC
CLOSED
Shares0 from 5,217
Change-5,217 (-100%)
Value$0 (-$524.4K)
Filed 2026-10-16
SAX Wealth Advisors, LLC
CLOSED
Shares0 from 5,106
Change-5,106 (-100%)
Value$0 (-$514.0K)
Filed 2026-10-13
Luminvest Wealth Management LLC
CLOSED
Shares0 from 4,737
Change-4,737 (-100%)
Value$0 (-$476.8K)
Filed 2026-10-14
World Equity Group, Inc.
CLOSED
Shares0 from 4,126
Change-4,126 (-100%)
Value$0 (-$415.3K)
Filed 2026-10-14
Seelaus Asset Management LLC
CLOSED
Shares0 from 3,317
Change-3,317 (-100%)
Value$0 (-$333.9K)
Filed 2026-10-14
Central Bank & Trust Co
CLOSED
Shares0 from 3,138
Change-3,138 (-100%)
Value$0 (-$315.9K)
Filed 2026-10-09
WealthCare Asset Management, LLC
CLOSED
Shares0 from 2,984
Change-2,984 (-100%)
Value$0 (-$300.4K)
Filed 2026-10-26
Accelerate Investment Advisors LLC
CLOSED
Shares0 from 2,945
Change-2,945 (-100%)
Value$0 (-$296.5K)
Filed 2026-11-02
Pathway Financial Advisors LLC
CLOSED
Shares0 from 2,925
Change-2,925 (-100%)
Value$0 (-$293.8K)
Filed 2026-10-07
DecisionMap Wealth Management, LLC
CLOSED
Shares0 from 2,762
Change-2,762 (-100%)
Value$0 (-$278.1K)
Filed 2026-10-29
Associated Banc-Corp
CLOSED
Shares0 from 2,750
Change-2,750 (-100%)
Value$0 (-$276.8K)
Filed 2026-10-30
Regions Financial Corp
CLOSED
Shares0 from 2,750
Change-2,750 (-100%)
Value$0 (-$276.8K)
Filed 2026-11-05
Howard Capital Management, LLC
CLOSED
Shares0 from 2,608
Change-2,608 (-100%)
Value$0 (-$262.5K)
Filed 2026-10-16
Huntleigh Advisors, Inc.
CLOSED
Shares0 from 2,593
Change-2,593 (-100%)
Value$0 (-$261.1K)
Filed 2026-11-03
Southland Equity Partners LLC
CLOSED
Shares0 from 2,486
Change-2,486 (-100%)
Value$0 (-$250.3K)
Filed 2026-10-14
Abacus Wealth Partners, LLC
CLOSED
Shares0 from 2,452
Change-2,452 (-100%)
Value$0 (-$246.8K)
Filed 2026-11-03
Dmkc Advisory Services, LLC
CLOSED
Shares0 from 2,400
Change-2,400 (-100%)
Value$0 (-$241.6K)
Filed 2026-11-04
Fusion Capital, LLC
CLOSED
Shares0 from 2,393
Change-2,393 (-100%)
Value$0 (-$240.9K)
Filed 2026-10-28
Symphony Financial, Ltd. Co.
CLOSED
Shares0 from 2,368
Change-2,368 (-100%)
Value$0 (-$238.4K)
Filed 2026-10-22
Sightline Wealth Advisors, LLC
CLOSED
Shares0 from 2,336
Change-2,336 (-100%)
Value$0 (-$235.2K)
Filed 2026-10-21
Alkeme Wealth, LLC
CLOSED
Shares0 from 2,261
Change-2,261 (-100%)
Value$0 (-$227.6K)
Filed 2026-10-08
SP Asset Management LLC
CLOSED
Shares0 from 2,252
Change-2,252 (-100%)
Value$0 (-$226.7K)
Filed 2026-11-05
First Hawaiian Bank
CLOSED
Shares0 from 2,224
Change-2,224 (-100%)
Value$0 (-$223.9K)
Filed 2026-10-14
Advisor Resource Council
CLOSED
Shares0 from 2,143
Change-2,143 (-100%)
Value$0 (-$215.2K)
Filed 2026-11-05
LightSquare Wealth Management, LLC
CLOSED
Shares0 from 2,124
Change-2,124 (-100%)
Value$0 (-$213.8K)
Filed 2026-11-03
Summit Global Investments
CLOSED
Shares0 from 2,112
Change-2,112 (-100%)
Value$0 (-$213.0K)
Filed 2026-10-28
New Capital Management LP
CLOSED
Shares0 from 2,092
Change-2,092 (-100%)
Value$0 (-$210.6K)
Filed 2026-10-29
Total Investment Management Inc
CLOSED
Shares0 from 2,020
Change-2,020 (-100%)
Value$0 (-$203.4K)
Filed 2026-10-22
Chapin Davis, Inc.
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$201.3K)
Filed 2026-10-09
Integrated Financial Solutions, Inc.
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$201.3K)
Filed 2026-10-09
Cantor Fitzgerald Investment Advisors L.P.
CLOSED
Shares0 from 1,994
Change-1,994 (-100%)
Value$0 (-$200.7K)
Filed 2026-10-21
RHL Group, LLC
CLOSED
Shares0 from 1,101
Change-1,101 (-100%)
Value$0 (-$111.2K)
Filed 2026-11-04
Robinswood Financial LLC
CLOSED
Shares0 from 785
Change-785 (-100%)
Value$0 (-$79.0K)
Filed 2026-10-20
Byrne Asset Management LLC
CLOSED
Shares0 from 750
Change-750 (-100%)
Value$0 (-$75.5K)
Filed 2026-10-06
Avion Wealth
CLOSED
Shares0 from 446
Change-446 (-100%)
Value$0 (-$44)
Filed 2026-11-04
Miller Global Investments, LLC
CLOSED
Shares0 from 441
Change-441 (-100%)
Value$0 (-$44.4K)
Filed 2026-10-02
First Pacific Financial
CLOSED
Shares0 from 203
Change-203 (-100%)
Value$0 (-$20.4K)
Filed 2026-10-14
Bokf, NA
CLOSED
Shares0 from 114
Change-114 (-100%)
Value$0 (-$11.5K)
Filed 2026-10-27
Valley Wealth Managers, Inc.
CLOSED
Shares0 from 78
Change-78 (-100%)
Value$0 (-$7.9K)
Filed 2026-10-09
LifeSteps Financial, Inc.
CLOSED
Shares0 from 68
Change-68 (-100%)
Value$0 (-$6.8K)
Filed 2026-10-15
Newton One Investments LLC
CLOSED
Shares0 from 52
Change-52 (-100%)
Value$0 (-$5.2K)
Filed 2026-10-14
POM Investment Strategies, LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$1.0K)
Filed 2026-10-20
RMG Wealth Management LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$335)
Filed 2026-10-26
Bank of America Corp
N/A
Shares— from 11,457,135
Change-11,457,135 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 8,473,084
Change-8,473,084 (-100%)
Value—
UBS Group AG
N/A
Shares— from 5,962,248
Change-5,962,248 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 4,545,424
Change-4,545,424 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 3,803,149
Change-3,803,149 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 3,636,385
Change-3,636,385 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,905,328
Change-2,905,328 (-100%)
Value—
Robinhood Asset Management, LLC
N/A
Shares— from 2,899,608
Change-2,899,608 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,835,573
Change-2,835,573 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 2,807,327
Change-2,807,327 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 2,736,985
Change-2,736,985 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,675,275
Change-2,675,275 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,459,867
Change-2,459,867 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 2,373,290
Change-2,373,290 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 2,306,528
Change-2,306,528 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 2,224,301
Change-2,224,301 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,217,429
Change-2,217,429 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,052,936
Change-2,052,936 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 1,562,089
Change-1,562,089 (-100%)
Value—
Westerkirk Capital Inc.
N/A
Shares— from 1,523,760
Change-1,523,760 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 1,464,822
Change-1,464,822 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 1,408,479
Change-1,408,479 (-100%)
Value—
Hamilton Capital Partners Inc.
N/A
Shares— from 1,279,489
Change-1,279,489 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 1,245,643
Change-1,245,643 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,212,408
Change-1,212,408 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 1,167,189
Change-1,167,189 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 1,149,386
Change-1,149,386 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,139,981
Change-1,139,981 (-100%)
Value—
First Wilshire Securities Management Inc
N/A
Shares— from 1,087,949
Change-1,087,949 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 1,052,850
Change-1,052,850 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 1,035,195
Change-1,035,195 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 1,002,516
Change-1,002,516 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 984,074
Change-984,074 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 865,348
Change-865,348 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 846,216
Change-846,216 (-100%)
Value—
Rwwm, Inc.
N/A
Shares— from 845,240
Change-845,240 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 816,856
Change-816,856 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 814,494
Change-814,494 (-100%)
Value—
Sollinda Capital Management LLC
N/A
Shares— from 778,780
Change-778,780 (-100%)
Value—
Avos Capital Management, LLC
N/A
Shares— from 766,814
Change-766,814 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 757,607
Change-757,607 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 738,944
Change-738,944 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 713,464
Change-713,464 (-100%)
Value—
Omnia Family Wealth, LLC
N/A
Shares— from 696,066
Change-696,066 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 694,542
Change-694,542 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 653,810
Change-653,810 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 632,080
Change-632,080 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 621,253
Change-621,253 (-100%)
Value—
LEE Johnson Capital Management, LLC
N/A
Shares— from 616,805
Change-616,805 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 614,662
Change-614,662 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 613,347
Change-613,347 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 593,060
Change-593,060 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 572,295
Change-572,295 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 570,099
Change-570,099 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 569,856
Change-569,856 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 568,773
Change-568,773 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 561,309
Change-561,309 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 550,965
Change-550,965 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 527,772
Change-527,772 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 508,591
Change-508,591 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 493,129
Change-493,129 (-100%)
Value—
Nierenberg Investment Management Company, LLC
N/A
Shares— from 461,047
Change-461,047 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 450,319
Change-450,319 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 450,074
Change-450,074 (-100%)
Value—
Bitterroot Capital Advisors LLC
N/A
Shares— from 430,117
Change-430,117 (-100%)
Value—
Stephens Inc
N/A
Shares— from 423,052
Change-423,052 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 419,117
Change-419,117 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 418,167
Change-418,167 (-100%)
Value—
Zurich Insurance Group Ltd
N/A
Shares— from 417,450
Change-417,450 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 414,925
Change-414,925 (-100%)
Value—
Schnieders Capital Management, Llc.
N/A
Shares— from 409,530
Change-409,530 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 403,071
Change-403,071 (-100%)
Value—
Greenlea Lane Capital Management, LLC
N/A
Shares— from 383,000
Change-383,000 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 379,105
Change-379,105 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 377,402
Change-377,402 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 370,341
Change-370,341 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 348,845
Change-348,845 (-100%)
Value—
Fairlight Advisors
N/A
Shares— from 348,298
Change-348,298 (-100%)
Value—
Aspen Capital Management, LLC
N/A
Shares— from 341,534
Change-341,534 (-100%)
Value—
T. Rowe Price Investment Management, Inc.
N/A
Shares— from 327,902
Change-327,902 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 325,651
Change-325,651 (-100%)
Value—
Betterment LLC
N/A
Shares— from 325,467
Change-325,467 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 310,239
Change-310,239 (-100%)
Value—
RPS Advisory Solutions LLC
N/A
Shares— from 309,600
Change-309,600 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 307,326
Change-307,326 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 295,659
Change-295,659 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 287,243
Change-287,243 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 286,525
Change-286,525 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 280,484
Change-280,484 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 274,586
Change-274,586 (-100%)
Value—
Tolleson Wealth Management, Inc.
N/A
Shares— from 266,040
Change-266,040 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 261,390
Change-261,390 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 255,922
Change-255,922 (-100%)
Value—
George Kaiser Family Foundation
N/A
Shares— from 254,802
Change-254,802 (-100%)
Value—
Stansberry Asset Management, LLC
N/A
Shares— from 252,502
Change-252,502 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 249,387
Change-249,387 (-100%)
Value—
Artisan Partners Limited Partnership
N/A
Shares— from 248,527
Change-248,527 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 244,829
Change-244,829 (-100%)
Value—
Cambridge Associates LLC
N/A
Shares— from 244,364
Change-244,364 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 235,439
Change-235,439 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 230,432
Change-230,432 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 228,774
Change-228,774 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 226,996
Change-226,996 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 224,894
Change-224,894 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 220,448
Change-220,448 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 212,608
Change-212,608 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 210,840
Change-210,840 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 206,446
Change-206,446 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 200,752
Change-200,752 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 195,139
Change-195,139 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 194,962
Change-194,962 (-100%)
Value—
Osborne Partners Capital Management, LLC
N/A
Shares— from 191,811
Change-191,811 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 190,606
Change-190,606 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 189,100
Change-189,100 (-100%)
Value—
Punch Card Management L.P.
N/A
Shares— from 188,000
Change-188,000 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 182,589
Change-182,589 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 179,679
Change-179,679 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 179,261
Change-179,261 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 172,607
Change-172,607 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 167,501
Change-167,501 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 165,037
Change-165,037 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 161,280
Change-161,280 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 159,725
Change-159,725 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 145,340
Change-145,340 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 144,332
Change-144,332 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 144,174
Change-144,174 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 141,903
Change-141,903 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 141,516
Change-141,516 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 140,738
Change-140,738 (-100%)
Value—
&partners
N/A
Shares— from 139,075
Change-139,075 (-100%)
Value—
Red Wave Investments LLC
N/A
Shares— from 137,753
Change-137,753 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 137,407
Change-137,407 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 135,571
Change-135,571 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 135,473
Change-135,473 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 134,606
Change-134,606 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 132,457
Change-132,457 (-100%)
Value—
Nest Investments, LLC
N/A
Shares— from 132,254
Change-132,254 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 130,584
Change-130,584 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 129,055
Change-129,055 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 129,036
Change-129,036 (-100%)
Value—
Main Management LLC
N/A
Shares— from 123,393
Change-123,393 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 121,755
Change-121,755 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 111,332
Change-111,332 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 110,304
Change-110,304 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 110,000
Change-110,000 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 109,807
Change-109,807 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 109,258
Change-109,258 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 108,825
Change-108,825 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 108,427
Change-108,427 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 106,823
Change-106,823 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 106,301
Change-106,301 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 105,259
Change-105,259 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 102,350
Change-102,350 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 98,459
Change-98,459 (-100%)
Value—
Portland Global Advisors LLC
N/A
Shares— from 98,419
Change-98,419 (-100%)
Value—
Cedar Wealth Management, LLC
N/A
Shares— from 97,632
Change-97,632 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 97,500
Change-97,500 (-100%)
Value—
One Wealth Management Investment & Advisory Services, LLC
N/A
Shares— from 96,426
Change-96,426 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 95,538
Change-95,538 (-100%)
Value—
Crcm LP
N/A
Shares— from 94,482
Change-94,482 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 90,999
Change-90,999 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 89,562
Change-89,562 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 88,854
Change-88,854 (-100%)
Value—
Momentum Wealth Planning, LLC
N/A
Shares— from 88,617
Change-88,617 (-100%)
Value—
Ashford Capital Management Inc
N/A
Shares— from 87,978
Change-87,978 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 86,911
Change-86,911 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 86,079
Change-86,079 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 85,909
Change-85,909 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 85,854
Change-85,854 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 85,487
Change-85,487 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 85,100
Change-85,100 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 83,663
Change-83,663 (-100%)
Value—
VanWeelden Wealth Management, LLC
N/A
Shares— from 83,635
Change-83,635 (-100%)
Value—
Chatterton & Associates Inc.
N/A
Shares— from 83,239
Change-83,239 (-100%)
Value—
Morrissey Wealth Management, LLC
N/A
Shares— from 81,236
Change-81,236 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 81,151
Change-81,151 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 80,714
Change-80,714 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 79,821
Change-79,821 (-100%)
Value—
Night Owl Capital Management, LLC
N/A
Shares— from 77,949
Change-77,949 (-100%)
Value—
Advisory Research Inc
N/A
Shares— from 76,730
Change-76,730 (-100%)
Value—
Sonoma Private Wealth LLC
N/A
Shares— from 76,672
Change-76,672 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 76,174
Change-76,174 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 75,721
Change-75,721 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 71,612
Change-71,612 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 70,665
Change-70,665 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 70,162
Change-70,162 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 70,012
Change-70,012 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 69,782
Change-69,782 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 69,700
Change-69,700 (-100%)
Value—
Mirabella Financial Services LLP
N/A
Shares— from 69,700
Change-69,700 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 69,517
Change-69,517 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 69,004
Change-69,004 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 68,168
Change-68,168 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 65,591
Change-65,591 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 64,129
Change-64,129 (-100%)
Value—
Hayek Kallen Investment Management
N/A
Shares— from 63,313
Change-63,313 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 59,781
Change-59,781 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 57,481
Change-57,481 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 53,087
Change-53,087 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 53,010
Change-53,010 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 51,744
Change-51,744 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 51,477
Change-51,477 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 50,590
Change-50,590 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 50,298
Change-50,298 (-100%)
Value—
Kastel Capital Advisors, LLC
N/A
Shares— from 50,044
Change-50,044 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 50,024
Change-50,024 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 49,861
Change-49,861 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 49,375
Change-49,375 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 49,172
Change-49,172 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 47,692
Change-47,692 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 46,854
Change-46,854 (-100%)
Value—
Clayton Partners LLC
N/A
Shares— from 46,300
Change-46,300 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 45,878
Change-45,878 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 43,620
Change-43,620 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 43,522
Change-43,522 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 42,892
Change-42,892 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 42,825
Change-42,825 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 41,992
Change-41,992 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 41,936
Change-41,936 (-100%)
Value—
Nwam LLC
N/A
Shares— from 40,200
Change-40,200 (-100%)
Value—
Sheridan Capital Management, LLC
N/A
Shares— from 40,065
Change-40,065 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 39,660
Change-39,660 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 39,589
Change-39,589 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 39,431
Change-39,431 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 39,183
Change-39,183 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 38,824
Change-38,824 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 38,812
Change-38,812 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 38,427
Change-38,427 (-100%)
Value—
Norris Financial Group, LLC
N/A
Shares— from 38,154
Change-38,154 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 36,975
Change-36,975 (-100%)
Value—
Epacria Capital Partners, LLC
N/A
Shares— from 36,230
Change-36,230 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 34,899
Change-34,899 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 34,362
Change-34,362 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 34,126
Change-34,126 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 32,886
Change-32,886 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 32,834
Change-32,834 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 32,495
Change-32,495 (-100%)
Value—
Dimension Capital Management LLC
N/A
Shares— from 32,393
Change-32,393 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 32,340
Change-32,340 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 31,884
Change-31,884 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 31,870
Change-31,870 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 31,626
Change-31,626 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 31,616
Change-31,616 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 31,141
Change-31,141 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 31,041
Change-31,041 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 30,700
Change-30,700 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 30,214
Change-30,214 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 29,393
Change-29,393 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 29,196
Change-29,196 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 29,014
Change-29,014 (-100%)
Value—
IFC Advisors LLC
N/A
Shares— from 29,006
Change-29,006 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 28,885
Change-28,885 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 28,865
Change-28,865 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 28,695
Change-28,695 (-100%)
Value—
Phil A. Younker & Associates, Ltd.
N/A
Shares— from 28,573
Change-28,573 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 28,226
Change-28,226 (-100%)
Value—
Ackerman Asset Management, LLC
N/A
Shares— from 27,726
Change-27,726 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 27,691
Change-27,691 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 27,497
Change-27,497 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 27,422
Change-27,422 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 27,373
Change-27,373 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 27,034
Change-27,034 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 26,921
Change-26,921 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 26,588
Change-26,588 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 26,328
Change-26,328 (-100%)
Value—
Wisconsin Capital Management LLC
N/A
Shares— from 26,251
Change-26,251 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 26,114
Change-26,114 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 25,817
Change-25,817 (-100%)
Value—
Latko Wealth Management, Ltd.
N/A
Shares— from 25,543
Change-25,543 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 25,196
Change-25,196 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 25,049
Change-25,049 (-100%)
Value—
FMR LLC
N/A
Shares— from 25,039
Change-25,039 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 24,540
Change-24,540 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 24,526
Change-24,526 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 24,501
Change-24,501 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 24,143
Change-24,143 (-100%)
Value—
Sprott Inc.
N/A
Shares— from 23,858
Change-23,858 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 23,808
Change-23,808 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 23,621
Change-23,621 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 23,403
Change-23,403 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 23,359
Change-23,359 (-100%)
Value—
Invst, LLC
N/A
Shares— from 22,345
Change-22,345 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 21,993
Change-21,993 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 21,782
Change-21,782 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 21,250
Change-21,250 (-100%)
Value—
Adaptive Financial Consulting, LLC
N/A
Shares— from 21,150
Change-21,150 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 20,961
Change-20,961 (-100%)
Value—
Shepherd Kaplan Krochuk, LLC
N/A
Shares— from 20,910
Change-20,910 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 20,844
Change-20,844 (-100%)
Value—
Matters Capital LLC
N/A
Shares— from 20,698
Change-20,698 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 20,480
Change-20,480 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 20,449
Change-20,449 (-100%)
Value—
EWA, LLC
N/A
Shares— from 20,438
Change-20,438 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 20,304
Change-20,304 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 20,243
Change-20,243 (-100%)
Value—
Murchinson Ltd.
N/A
Shares— from 19,881
Change-19,881 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 19,602
Change-19,602 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 19,437
Change-19,437 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 19,414
Change-19,414 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 18,769
Change-18,769 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 18,715
Change-18,715 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 18,601
Change-18,601 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 18,593
Change-18,593 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 18,444
Change-18,444 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 18,031
Change-18,031 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 17,678
Change-17,678 (-100%)
Value—
Investment Advisory Services Group LLC
N/A
Shares— from 17,628
Change-17,628 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 17,602
Change-17,602 (-100%)
Value—
Alta Wealth Advisors LLC
N/A
Shares— from 17,413
Change-17,413 (-100%)
Value—
Pacific Point Advisors, LLC
N/A
Shares— from 17,058
Change-17,058 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 17,021
Change-17,021 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 16,888
Change-16,888 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 16,408
Change-16,408 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 16,262
Change-16,262 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 16,259
Change-16,259 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 16,207
Change-16,207 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 15,352
Change-15,352 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 15,324
Change-15,324 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 15,250
Change-15,250 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 15,165
Change-15,165 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 15,000
Change-15,000 (-100%)
Value—
Commerce Bank
N/A
Shares— from 14,948
Change-14,948 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 14,584
Change-14,584 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 14,494
Change-14,494 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 14,343
Change-14,343 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 14,193
Change-14,193 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 13,908
Change-13,908 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 13,725
Change-13,725 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 13,704
Change-13,704 (-100%)
Value—
Phillips Wealth Planners LLC
N/A
Shares— from 13,640
Change-13,640 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 13,583
Change-13,583 (-100%)
Value—
Sierra Legacy Group
N/A
Shares— from 13,266
Change-13,266 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 13,007
Change-13,007 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 12,765
Change-12,765 (-100%)
Value—
YCG, LLC
N/A
Shares— from 12,718
Change-12,718 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 12,715
Change-12,715 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 12,673
Change-12,673 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 12,362
Change-12,362 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 12,184
Change-12,184 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 12,109
Change-12,109 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 11,806
Change-11,806 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 11,708
Change-11,708 (-100%)
Value—
Cerity Partners Ocio LLC
N/A
Shares— from 11,610
Change-11,610 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 11,550
Change-11,550 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 11,549
Change-11,549 (-100%)
Value—
American Alpha Advisors, LLC
N/A
Shares— from 11,385
Change-11,385 (-100%)
Value—
Becker Capital Management Inc
N/A
Shares— from 11,358
Change-11,358 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 11,263
Change-11,263 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 11,136
Change-11,136 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 11,075
Change-11,075 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 11,046
Change-11,046 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 10,864
Change-10,864 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 10,854
Change-10,854 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 10,802
Change-10,802 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 10,623
Change-10,623 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 10,510
Change-10,510 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 10,441
Change-10,441 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 10,339
Change-10,339 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 10,334
Change-10,334 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 10,061
Change-10,061 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 10,001
Change-10,001 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 9,621
Change-9,621 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 9,599
Change-9,599 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 9,559
Change-9,559 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 9,379
Change-9,379 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 9,197
Change-9,197 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 9,030
Change-9,030 (-100%)
Value—
Josh Arnold Investment Consultant, LLC
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 8,888
Change-8,888 (-100%)
Value—
Blair William & Co
N/A
Shares— from 8,882
Change-8,882 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 8,637
Change-8,637 (-100%)
Value—
Semper Augustus Investments Group LLC
N/A
Shares— from 8,570
Change-8,570 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 8,515
Change-8,515 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 8,488
Change-8,488 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 8,383
Change-8,383 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 8,306
Change-8,306 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 8,244
Change-8,244 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 8,092
Change-8,092 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 7,800
Change-7,800 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 7,442
Change-7,442 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 7,310
Change-7,310 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 7,246
Change-7,246 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 7,090
Change-7,090 (-100%)
Value—
McCartney Wealth Management LLC
N/A
Shares— from 7,060
Change-7,060 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 7,053
Change-7,053 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 6,830
Change-6,830 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 6,821
Change-6,821 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 6,806
Change-6,806 (-100%)
Value—
Vectors Research Management, LLC
N/A
Shares— from 6,770
Change-6,770 (-100%)
Value—
Denali Advisors LLC
N/A
Shares— from 6,757
Change-6,757 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 6,514
Change-6,514 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 6,511
Change-6,511 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 6,503
Change-6,503 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 6,473
Change-6,473 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 6,468
Change-6,468 (-100%)
Value—
Titan Global Capital Management USA LLC
N/A
Shares— from 6,400
Change-6,400 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 6,326
Change-6,326 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 6,260
Change-6,260 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 6,205
Change-6,205 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 6,194
Change-6,194 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 6,144
Change-6,144 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 6,059
Change-6,059 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 6,049
Change-6,049 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 6,014
Change-6,014 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 5,986
Change-5,986 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 5,929
Change-5,929 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 5,875
Change-5,875 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 5,839
Change-5,839 (-100%)
Value—
Prudential PLC
N/A
Shares— from 5,731
Change-5,731 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 5,684
Change-5,684 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 5,681
Change-5,681 (-100%)
Value—
Tsai Capital Corp
N/A
Shares— from 5,680
Change-5,680 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 5,475
Change-5,475 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 5,317
Change-5,317 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 5,198
Change-5,198 (-100%)
Value—
Concentrum Wealth Management
N/A
Shares— from 5,145
Change-5,145 (-100%)
Value—
Steelhead Wealth Management LLC
N/A
Shares— from 5,115
Change-5,115 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 5,073
Change-5,073 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 5,072
Change-5,072 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 5,057
Change-5,057 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 5,055
Change-5,055 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 5,039
Change-5,039 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 4,979
Change-4,979 (-100%)
Value—
SPG Advisors LLC
N/A
Shares— from 4,823
Change-4,823 (-100%)
Value—
Genesis Wealth Advisors, LLC
N/A
Shares— from 4,743
Change-4,743 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 4,722
Change-4,722 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 4,681
Change-4,681 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 4,632
Change-4,632 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 4,546
Change-4,546 (-100%)
Value—
Miller Capital Partners, Inc.
N/A
Shares— from 4,540
Change-4,540 (-100%)
Value—
Blom & Howell Financial Planning, Inc.
N/A
Shares— from 4,525
Change-4,525 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 4,491
Change-4,491 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 4,468
Change-4,468 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 4,447
Change-4,447 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 4,402
Change-4,402 (-100%)
Value—
Regency Capital Management Inc.\DE
N/A
Shares— from 4,350
Change-4,350 (-100%)
Value—
Landing Point Financial Group, LLC
N/A
Shares— from 4,248
Change-4,248 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 4,215
Change-4,215 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 4,033
Change-4,033 (-100%)
Value—
Ironwood Investment Management LLC
N/A
Shares— from 3,968
Change-3,968 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 3,898
Change-3,898 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 3,892
Change-3,892 (-100%)
Value—
Dock Street Asset Management Inc
N/A
Shares— from 3,795
Change-3,795 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 3,774
Change-3,774 (-100%)
Value—
Revere Asset Management, Inc
N/A
Shares— from 3,734
Change-3,734 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 3,694
Change-3,694 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 3,671
Change-3,671 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 3,632
Change-3,632 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 3,538
Change-3,538 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 3,505
Change-3,505 (-100%)
Value—
Hunter Perkins Capital Management, LLC
N/A
Shares— from 3,501
Change-3,501 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 3,482
Change-3,482 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 3,440
Change-3,440 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 3,431
Change-3,431 (-100%)
Value—
Cable Car Capital, LPA
N/A
Shares— from 3,421
Change-3,421 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 3,417
Change-3,417 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Harris Associates L P
N/A
Shares— from 3,151
Change-3,151 (-100%)
Value—
GTS Financial, LLC
N/A
Shares— from 3,140
Change-3,140 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 2,987
Change-2,987 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 2,924
Change-2,924 (-100%)
Value—
Timber Creek Capital Management LLC
N/A
Shares— from 2,792
Change-2,792 (-100%)
Value—
Demming Financial Services Corp
N/A
Shares— from 2,792
Change-2,792 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 2,762
Change-2,762 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 2,759
Change-2,759 (-100%)
Value—
Alaethes Wealth, LLC
N/A
Shares— from 2,702
Change-2,702 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 2,667
Change-2,667 (-100%)
Value—
Mosaic Advisors LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 2,492
Change-2,492 (-100%)
Value—
PMV Capital Advisers, LLC
N/A
Shares— from 2,475
Change-2,475 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 2,431
Change-2,431 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 2,400
Change-2,400 (-100%)
Value—
Quantum Capital Management, LLC / NJ
N/A
Shares— from 2,385
Change-2,385 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 2,350
Change-2,350 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 2,345
Change-2,345 (-100%)
Value—
Wulff, Hansen & Co.
N/A
Shares— from 2,342
Change-2,342 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 2,322
Change-2,322 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 2,284
Change-2,284 (-100%)
Value—
Alaska Permanent Capital Management, LLC
N/A
Shares— from 2,152
Change-2,152 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 2,150
Change-2,150 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 2,116
Change-2,116 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 2,083
Change-2,083 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 2,044
Change-2,044 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 2,002
Change-2,002 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Pring Turner Capital Group Inc
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 1,999
Change-1,999 (-100%)
Value—
Delta Accumulation, LLC
N/A
Shares— from 1,962
Change-1,962 (-100%)
Value—
EFG International AG
N/A
Shares— from 1,869
Change-1,869 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 1,799
Change-1,799 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 1,698
Change-1,698 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 1,483
Change-1,483 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,436
Change-1,436 (-100%)
Value—
Dixon Mitchell Investment Counsel Inc.
N/A
Shares— from 1,436
Change-1,436 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,234
Change-1,234 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 1,140
Change-1,140 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,136
Change-1,136 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 939
Change-939 (-100%)
Value—
WCM Investment Management, LLC
N/A
Shares— from 872
Change-872 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 833
Change-833 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 830
Change-830 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 769
Change-769 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 765
Change-765 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 685
Change-685 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 628
Change-628 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 592
Change-592 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 539
Change-539 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 502
Change-502 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 501
Change-501 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 450
Change-450 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 436
Change-436 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 417
Change-417 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 165
Change-165 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 130
Change-130 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 116
Change-116 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 101
Change-101 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 73
Change-73 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 64
Change-64 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 64
Change-64 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 17
Change-17 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 14
Change-14 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 12
Change-12 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED13,832,91810,881,968+2,950,950+27%$1.1B$1.4B+$297.2M2026-11-06
True North Advisors, LLC
NEW2,511,902—+2,511,902——$252.9M—2026-10-22
Equity Investment Corp
INCREASED2,265,141265,303+1,999,838+754%$26.7M$228.1M+$201.3M2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED2,200,5961,670,089+530,507+32%$167.6M$220.8M+$53.2M2026-10-13
Confluence Investment Management LLC
DECREASED2,152,5352,788,012-635,477-23%$280.7M$216.7M-$64.0M2026-10-01
CX Institutional
INCREASED1,933,0471,847,279+85,768+5%$186.0K$194.6K+$8.7K2026-10-02
Perigon Wealth Management, LLC
INCREASED1,907,278465,972+1,441,306+309%$46.9M$192.0M+$145.1M2026-10-22
Hollow Brook Wealth Management LLC
INCREASED1,729,6631,077,270+652,393+61%$108.4M$174.1M+$65.7M2026-10-29
Cambridge Investment Research Advisors, Inc.
INCREASED1,633,018709,368+923,650+130%$71.4M$164.4K-$71.2M2026-11-02
Farther Finance Advisors, LLC
INCREASED1,593,5021,561,558+31,944+2%$157.2M$160.4M+$3.2M2026-10-08
Peavine Capital, LLC
INCREASED1,341,102770,289+570,813+74%$77.5M$135.0M+$57.5M2026-10-13
Alpha Wealth Funds, LLC
DECREASED1,125,5181,221,972-96,454-8%$123.0M$113.3M-$9.7M2026-11-05
3Edge Asset Management, LP
INCREASED1,121,792935,234+186,558+20%$94.2M$112.9M+$18.8M2026-10-30
Commonwealth Equity Services, LLC
INCREASED1,005,115797,816+207,299+26%$80.3M$101.2M+$20.9M2026-11-02
Jnba Financial Advisors
INCREASED996,162924,007+72,155+8%$93.0M$100.3M+$7.3M2026-11-03
Selective Wealth Management, Inc.
INCREASED985,111963,067+22,044+2%$96.9M$99.1M+$2.2M2026-10-16
Kestra Advisory Services, LLC
DECREASED927,7301,003,580-75,850-8%$101.0M$93.4M-$7.6M2026-11-02
Mesirow Financial Investment Management, Inc.
INCREASED903,815779,029+124,786+16%$78.4M$91.0M+$12.6M2026-11-05
Prairie Advisory, LLC
INCREASED888,790432,456+456,334+106%$43.5M$89.5M+$45.9M2026-10-19
Vise Technologies, Inc.
DECREASED859,5101,609,405-749,895-47%$162.0M$86.5M-$75.5M2026-10-29
Cynosure Group, LLC
INCREASED792,368758,229+34,139+5%$76.4M$79.9M+$3.4M2026-11-03
Fiduciary Financial Group, LLC
INCREASED777,752672,284+105,468+16%$67.7M$78.3M+$10.6M2026-10-13
Mirae Asset Global Investments Co., Ltd.
INCREASED723,000587,000+136,000+23%$59.1M$72.8M+$13.7M2026-11-03
Titleist Asset Management, LLC
INCREASED721,261560,048+161,213+29%$56.4M$72.6M+$16.2M2026-10-08
D.A. Davidson & Co.
DECREASED707,373708,362-9890%$71.3M$71.2M-$92.5K2026-10-28
PSP Research LLC
UNCHANGED700,000700,00000%$70.5M$70.5M+$7.0K2026-10-21
Moneco Advisors, LLC
INCREASED655,805637,159+18,646+3%$64.1M$66.0M+$1.9M2026-11-05
HUB Investment Partners, LLC
DECREASED633,212692,718-59,506-9%$69.7M$63.8M-$6.0M2026-11-03
Trek Financial, LLC
INCREASED631,624418,177+213,447+51%$42.1M$63.6M+$21.5M2026-10-29
Brighton Jones LLC
INCREASED591,889517,370+74,519+14%$52.1M$59.6M+$7.5M2026-11-03
Fourpath Capital Management, LLC
NEW589,726—+589,726——$59.4M—2026-10-19
Flagship Harbor Advisors, LLC
INCREASED570,155556,451+13,704+2%$56.0M$57.4M+$1.4M2026-10-26
Evergreen Capital Management LLC
INCREASED565,763507,483+58,280+11%$51.1M$57.0M+$5.9M2026-10-23
Encompass More Asset Management
INCREASED554,02858,220+495,808+852%$5.9M$55.8M+$49.9M2026-10-16
Truist Financial Corp
DECREASED537,769569,892-32,123-6%$57.4M$54.1M-$3.2M2026-10-30
Creative Planning
INCREASED536,701504,664+32,037+6%$50.8M$54.0M+$3.2M2026-11-02
Balentine LLC
DECREASED531,9451,026,567-494,622-48%$103.3M$53.6M-$49.8M2026-11-03
Savant Capital, LLC
INCREASED497,362279,858+217,504+78%$28.1M$50.1M+$22.0M2026-11-06
Marks Wealth, LLC
NEW492,550—+492,550——$49.6M—2026-10-30
Blue Trust, Inc.
INCREASED491,32285,751+405,571+473%$8.6M$49.5M+$40.8M2026-10-15
AlphaStar Capital Management, LLC
DECREASED481,393490,128-8,735-2%$49.3M$48.5M-$874.6K2026-10-16
Vigilare Wealth Management
DECREASED471,390720,786-249,396-35%$72.6M$47.5M-$25.1M2026-10-29
Maxi Investments CY Ltd
INCREASED469,50047,033+422,467+898%$4.7M$47.3K-$4.7M2026-10-26
Penney Financial, LLC
INCREASED467,440155,055+312,385+201%$15.6M$47.1M+$31.5M2026-10-20
Souders Financial Advisors
INCREASED464,546148,237+316,309+213%$14.9M$46.8M+$31.8M2026-11-03
Brookstone Capital Management
INCREASED425,467384,426+41,041+11%$38.7M$42.8M+$4.1M2026-10-22
Index Fund Advisors, Inc.
DECREASED406,805428,528-21,723-5%$43.1M$41.0M-$2.2M2026-11-05
Lido Advisors, LLC
INCREASED402,365370,237+32,128+9%$37.3M$40.5M+$3.2M2026-11-04
Dynamic Financial Group
DECREASED394,034404,566-10,532-3%$40.7M$39.7M-$1.1M2026-10-28
Integrated Advisors Network LLC
INCREASED392,450100,194+292,256+292%$10.1M$39.5M+$29.4M2026-10-20
Larson Financial Group LLC
INCREASED391,291355,658+35,633+10%$35.8M$39.4M+$3.6M2026-11-05
Synergy Asset Management, LLC
INCREASED387,224375,603+11,621+3%$37.8M$39.0M+$1.2M2026-11-05
Leonard Rickey Investment Advisors P.L.L.C.
INCREASED382,938348,375+34,563+10%$35.1M$38.6M+$3.5M2026-10-29
Wheelhouse Advisory Group LLC
INCREASED374,179362,616+11,563+3%$36.5M$37.7M+$1.2M2026-10-20
Arjuna Capital
DECREASED369,442376,010-6,568-2%$37.9M$37.2M-$657.5K2026-11-03
RFG Advisory, LLC
INCREASED369,248350,260+18,988+5%$35.3M$37.2M+$1.9M2026-11-03
Cypress Capital, LLC
DECREASED354,964361,428-6,464-2%$36.4M$35.7M-$647.1K2026-10-20
Diversified Trust Co
DECREASED350,908364,766-13,858-4%$36.7M$35.3M-$1.4M2026-11-06
Capital Investment Advisors, LLC
INCREASED347,472294,671+52,801+18%$29.7M$35.0M+$5.3M2026-10-22
Private Wealth Group, LLC
INCREASED340,956249,089+91,867+37%$25.1M$34.3M+$9.3M2026-10-19
Robertson Stephens Wealth Management, LLC
INCREASED334,657286,216+48,441+17%$28.8M$33.7M+$4.9M2026-10-16
Bangor Savings Bank
DECREASED333,848366,588-32,740-9%$36.9M$33.6M-$3.3M2026-10-06
RIA Advisory Group LLC
DECREASED323,456417,009-93,553-22%$42.0M$32.6M-$9.4M2026-10-15
Woodley Farra Manion Portfolio Management Inc
DECREASED320,075326,049-5,974-2%$32.8M$32.2M-$598.2K2026-11-05
Relyea Zuckerberg Hanson LLC
DECREASED317,417343,341-25,924-8%$34.6M$32.0M-$2.6M2026-10-20
Strategic Planning Group, LLC
NEW313,991—+313,991——$31.6M—2026-10-22
Valmark Advisers, Inc.
INCREASED312,364287,450+24,914+9%$28.9M$31.4M+$2.5M2026-11-06
Alpha Advisors, LLC
INCREASED309,087184,841+124,246+67%$18.6M$31.1M+$12.5M2026-10-19
Milestone Asset Management, LLC
INCREASED307,206291,854+15,352+5%$29.4M$30.9M+$1.5M2026-10-15
Laurel Wealth Advisors LLC
INCREASED302,487294,790+7,697+3%$29.7M$30.5M+$777.9K2026-10-27
Kellett Wealth Advisors, LLC
NEW302,302—+302,302——$30.4M—2026-10-15
Rebalance, LLC
INCREASED289,857200,771+89,086+44%$20.2M$29.2M+$9.0M2026-10-22
Wedbush Securities Inc
DECREASED286,171325,527-39,356-12%$32.8M$28.8K-$32.7M2026-10-22
Valen Private Capital, LLC
NEW283,934—+283,934——$28.6M—2026-10-23
One Degree Advisors Inc
INCREASED275,883127,371+148,512+117%$12.8M$27.7M+$14.9M2026-11-06
Beaumont Financial Advisors, LLC
DECREASED273,127289,113-15,986-6%$29.1M$27.5M-$1.6M2026-10-22
Apollon Wealth Management, LLC
INCREASED263,100210,320+52,780+25%$21.2M$26.5M+$5.3M2026-10-23
Traphagen Investment Advisors LLC
INCREASED262,472251,033+11,439+5%$25.3M$26.4M+$1.2M2026-10-14
One Day In July LLC
DECREASED259,528264,043-4,515-2%$26.6M$26.1M-$452.0K2026-10-30
Prospera Financial Services Inc
INCREASED259,371105,350+154,021+146%$10.6M$26.1M+$15.5M2026-11-04
Prescott Group Capital Management, L.L.C.
INCREASED257,117254,802+2,315+1%$25.7M$25.9M+$235.5K2026-10-30
Shrier Wealth Management, LLC
INCREASED255,050230,244+24,806+11%$23.2M$25.7M+$2.5M2026-10-20
Gibraltar Capital Management, Inc.
INCREASED254,43076,269+178,161+234%$7.7M$25.6M+$17.9M2026-10-27
Oppenheimer Asset Management Inc.
INCREASED245,109212,368+32,741+15%$21.4M$24.7M+$3.3M2026-10-27
AWM Capital, LLC
DECREASED241,974382,147-140,173-37%$38.5M$24.4M-$14.1M2026-10-16
Resonant Capital Advisors, LLC
DECREASED240,245279,727-39,482-14%$28.2M$24.2M-$4.0M2026-10-15
Pinion Investment Advisors, LLC
INCREASED240,070129,837+110,233+85%$13.1M$24.2M+$11.1M2026-11-04
Cornerstone Advisors Asset Management, LLC
DECREASED239,575240,518-9430%$24.2M$24.1M-$92.5K2026-11-06
Affinity Capital Advisors, LLC
INCREASED236,566177,956+58,610+33%$17.9M$23.8M+$5.9M2026-10-13
Virginia Estate & Retirement Planning Advisors Inc.
DECREASED230,881231,753-8720%$23.3M$23.2M-$85.5K2026-10-14
ACR Alpine Capital Research, LLC
INCREASED228,160216,767+11,393+5%$21.8M$23.0M+$1.1M2026-11-02
Pacific Capital Wealth Advisors, Inc.
INCREASED226,949136,912+90,037+66%$13.8M$22.8M+$9.1M2026-10-22
Occidental Asset Management, LLC
INCREASED225,441194,927+30,514+16%$19.6M$22.7M+$3.1M2026-11-05
Private Advisory Group LLC
DECREASED224,485237,617-13,132-6%$23.9M$22.6M-$1.3M2026-11-06
Castle Rock Wealth Management, LLC
INCREASED222,61978,845+143,774+182%$7.9M$22.4M+$14.4M2026-10-09
Integrity Alliance, Llc.
INCREASED222,205143,981+78,224+54%$14.5M$22.4M+$7.9M2026-10-29
Magnolia Group, LLC
INCREASED220,000195,000+25,000+13%$19.6M$22.1M+$2.5M2026-11-05
Miramontes Capital, LLC
DECREASED218,967231,591-12,624-5%$23.3M$22.0M-$1.3M2026-10-19
Twelve Points Wealth Management LLC
INCREASED215,999186,754+29,245+16%$18.8M$21.8M+$3.0M2026-11-03
O'Domhnaill Enterprises, Inc.
INCREASED213,956131,687+82,269+62%$13.3M$21.5M+$8.3M2026-10-29
Woodard & Co Asset Management Group Inc
NEW212,816—+212,816——$21.4M—2026-11-03
Trust Co of Vermont
INCREASED212,203125,859+86,344+69%$12.7M$21.4M+$8.7M2026-10-21
Navigate Wealth Management, LLC
INCREASED212,185191,369+20,816+11%$19.2M$21.3M+$2.1M2026-10-14
RD Finance Ltd
NEW205,275—+205,275——$20.7K—2026-10-26
Allworth Financial LP
INCREASED203,021193,812+9,209+5%$19.5M$20.4M+$927.0K2026-11-06
Plan Group Financial, LLC
INCREASED202,601113,737+88,864+78%$11.4M$20.4M+$8.9M2026-10-22
Marest Capital, LLC
DECREASED201,260243,941-42,681-17%$24.6M$20.3M-$4.3M2026-10-23
Deltec Asset Management LLC
NEW200,849—+200,849——$20.2M—2026-10-26
Independent Financial Group, LLC
INCREASED197,517140,190+57,327+41%$14.1M$19.9M+$5.8M2026-10-13
Concurrent Investment Advisors, LLC
INCREASED193,82876,122+117,706+155%$7.7M$19.5M+$11.9M2026-10-16
Sterling Investment Advisors LLC
DECREASED185,383188,608-3,225-2%$19.0M$18.7M-$322.8K2026-10-27
Almanack Investment Partners, Llc.
DECREASED183,793284,491-100,698-35%$28.6M$18.5M-$10.1M2026-11-03
Mader & Shannon Wealth Management, Inc.
DECREASED183,511336,373-152,862-45%$33.9M$18.5M-$15.4M2026-11-02
Tortoise Investment Management, LLC
DECREASED182,798262,915-80,117-30%$26.5M$18.4M-$8.1M2026-11-06
VestGen Advisors, LLC
DECREASED179,200264,848-85,648-32%$26.7M$18.0M-$8.6M2026-10-27
IFS Advisors, LLC
INCREASED177,755176,007+1,748+1%$17.7M$17.9M+$177.7K2026-10-14
Heritage Wealth Management, Inc. s
INCREASED174,34089,205+85,135+95%$9.0M$17.5M+$8.6M2026-11-06
Park Avenue Securities LLC
INCREASED172,319160,029+12,290+8%$16.1M$17.3K-$16.1M2026-10-26
Five Oceans Advisors
DECREASED172,013193,177-21,164-11%$19.4M$17.3M-$2.1M2026-10-22
Woodmont Investment Counsel LLC
INCREASED171,672136,041+35,631+26%$13.7M$17.3M+$3.6M2026-10-29
StoneX Group Inc.
INCREASED171,403108,136+63,267+59%$10.9M$17.3M+$6.4M2026-11-03
Kennicott Capital Management LLC
INCREASED169,385149,832+19,553+13%$15.1M$17.1M+$2.0M2026-10-16
Financial Discovery Group Inc
INCREASED166,952136,457+30,495+22%$13.7M$16.8M+$3.1M2026-11-03
Kestra Private Wealth Services, LLC
INCREASED166,694139,935+26,759+19%$14.1M$16.8M+$2.7M2026-11-06
Stableford Capital II LLC
INCREASED166,137162,018+4,119+3%$16.3M$16.7M+$416.3K2026-10-09
Pecaut & Co.
INCREASED164,689163,019+1,670+1%$16.4M$16.6M+$169.8K2026-10-27
CFS Investment Advisory Services, LLC
DECREASED163,230216,009-52,779-24%$21.7M$16.4M-$5.3M2026-10-19
Crown Wealth Group, LLC
INCREASED159,400131,917+27,483+21%$13.3M$16.0M+$2.8M2026-10-19
Integris Wealth Management, LLC
INCREASED157,723118,657+39,066+33%$11.9M$15.9M+$3.9M2026-10-14
MGO One Seven LLC
DECREASED156,671186,665-29,994-16%$18.8M$15.8M-$3.0M2026-10-28
US Bancorp \de\
INCREASED153,89852,100+101,798+195%$5.2M$15.5M+$10.2M2026-11-05
Focused Wealth Management, Inc
INCREASED153,689151,154+2,535+2%$15.2M$15.5M+$256.7K2026-10-30
J2 Capital Management Inc
DECREASED151,875181,302-29,427-16%$18.3M$15.3M-$3.0M2026-10-19
Dorval Corp
INCREASED149,704146,232+3,472+2%$14.7M$15.1M+$351.1K2026-10-29
Vivid Wealth Management, LLC
DECREASED149,449151,612-2,163-1%$15.3M$15.0M-$216.3K2026-10-27
ARQ Wealth Advisors, LLC
INCREASED148,789131,343+17,446+13%$13.2M$15.0M+$1.8M2026-10-29
Bank of New York Mellon Corp
INCREASED148,087141,188+6,899+5%$14.2M$14.9M+$695.9K2026-11-05
Clear Creek Financial Management, LLC
INCREASED146,04894,120+51,928+55%$9.5M$14.7M+$5.2M2026-10-28
Congress Park Capital LLC
INCREASED145,95286,572+59,380+69%$8.7M$14.7M+$6.0M2026-10-13
Creative Financial Designs Inc
INCREASED145,39122,491+122,900+546%$2.3M$14.6M+$12.4M2026-11-04
Waterfront Wealth Inc.
DECREASED144,336149,801-5,465-4%$15.1M$14.6M-$514.8K2026-11-03
Atlas Private Wealth Advisors
INCREASED144,059139,178+4,881+4%$14.0M$14.5M+$492.9K2026-10-23
Mascoma Wealth Management LLC
INCREASED143,979143,476+503+0%$14.4M$14.5M+$52.1K2026-10-23
Worth Asset Management, LLC
DECREASED142,536177,200-34,664-20%$17.8M$14.4M-$3.5M2026-10-07
Aries Wealth Management
DECREASED140,695141,955-1,260-1%$14.3M$14.2M-$125.4K2026-10-23
Crescent Grove Advisors, LLC
DECREASED138,344139,719-1,375-1%$14.1M$13.9M-$137.1K2026-10-21
Money Concepts Capital Corp
INCREASED138,272134,226+4,046+3%$13.5M$13.9M+$408.6K2026-11-06
Dominguez Wealth Management Solutions, Inc.
DECREASED137,763141,668-3,905-3%$14.3M$13.9M-$391.8K2026-10-07
Root Financial Partners, LLC
INCREASED137,498119,099+18,399+15%$12.0M$13.8M+$1.9M2026-10-21
International Assets Investment Management, LLC
INCREASED137,407136,379+1,028+1%$13.7M$13.8M+$104.6K2026-11-02
Citigroup Inc
DECREASED135,116528,620-393,504-74%$53.2M$13.6M-$39.6M2026-11-04
Spectrum Planning & Advisory Services Inc.
INCREASED132,465127,682+4,783+4%$12.9M$13.3M+$482.8K2026-11-05
Montgomery Investment Management Inc
DECREASED132,150141,490-9,340-7%$14.2M$13.3M-$938.9K2026-10-26
RTD Financial Advisors, Inc.
NEW131,939—+131,939——$13.3M—2026-10-09
Warren Street Wealth Advisors, LLC
INCREASED131,59573,658+57,937+79%$7.4M$13.2M+$5.8M2026-11-04
Svrn Asset Management, LLC
INCREASED126,651122,285+4,366+4%$12.3M$12.8M+$440.9K2026-11-02
Sowell Financial Services LLC
DECREASED126,183139,081-12,898-9%$14.0M$12.7M-$1.3M2026-10-23
First Merchants Corp
INCREASED125,374102,484+22,890+22%$10.3M$12.6M+$2.3M2026-10-15
Spire Wealth Management
INCREASED125,02955,301+69,728+126%$5.6M$12.6M+$7.0M2026-10-30
Bria Capital Group, LLC
NEW122,928—+122,928——$12.4M—2026-10-22
RMR Capital Management, LLC
INCREASED122,718121,605+1,113+1%$12.2M$12.4M+$113.4K2026-10-23
Highland Financial Advisors, LLC
INCREASED120,243113,186+7,057+6%$11.4M$12.1M+$711.7K2026-10-19
Retirement Planning Group, LLC
DECREASED118,897148,878-29,981-20%$15.0M$12.0M-$3.0M2026-10-19
Heritage Wealth Management, Inc.
DECREASED118,120125,255-7,135-6%$12.6M$11.9M-$717.1K2026-10-27
Madrona Financial Services, LLC
NEW117,195—+117,195——$11.8M—2026-10-23
Hutchens & Kramer Investment Management Group, LLC
DECREASED116,852117,885-1,033-1%$11.9M$11.8M-$102.8K2026-10-16
Walser Wealth Management Company, A Ltd Liability Co
INCREASED116,80653,721+63,085+117%$5.4M$11.8M+$6.4M2026-10-15
Baker Ellis Asset Management LLC
INCREASED115,96898,593+17,375+18%$9.9M$11.7M+$1.8M2026-10-14
IFP Advisors, Inc
DECREASED115,291118,044-2,753-2%$11.9M$11.6M-$276.0K2026-10-16
Courier Capital LLC
INCREASED113,648111,804+1,844+2%$11.3M$11.4M+$186.8K2026-10-19
Clearstead Advisors, LLC
INCREASED113,52587,822+25,703+29%$8.8M$11.4M+$2.6M2026-11-06
Thrivent Financial for Lutherans
INCREASED112,38593,096+19,289+21%$9.4M$11.3M+$1.9M2026-11-05
Legacy Wealth Partners, LLC
INCREASED111,5246,113+105,411+1724%$615.4K$11.2M+$10.6M2026-10-15
Klein Pavlis & Peasley Financial, Inc.
INCREASED111,43769,096+42,341+61%$7.0M$11.2M+$4.3M2026-10-13
Silver Lake Advisory, LLC
DECREASED109,532113,151-3,619-3%$11.4M$11.0M-$363.2K2026-10-22
Malaga Cove Capital, LLC
INCREASED108,79393,255+15,538+17%$9.4M$11.0M+$1.6M2026-10-23
Kingstone Capital Partners Texas, LLC
INCREASED106,020103,266+2,754+3%$10.4M$10.7M+$278.3K2026-11-03
Anson Capital, Inc.
INCREASED105,639102,143+3,496+3%$10.3M$10.6M+$353.0K2026-10-23
Kassira Wealth Management LLC
DECREASED105,515117,620-12,105-10%$11.8M$10.6M-$1.2M2026-10-28
Koa Wealth Management, LLC
INCREASED102,721100,322+2,399+2%$10.1M$10.3M+$242.5K2026-10-14
Stonekeep Investments, LLC
UNCHANGED101,913101,91300%$10.3K$10.3M+$10.3M2026-10-15
Andina Capital Management, LLC
INCREASED101,29061,745+39,545+64%$6.2M$10.2M+$4.0M2026-10-21
Code Waechter LLC
DECREASED100,234113,092-12,858-11%$11.4M$10.1M-$1.3M2026-10-23
Jmac Enterprises LLC
INCREASED100,01395,745+4,268+4%$9.6M$10.1M+$430.7K2026-10-30
Silverlake Wealth Management LLC
DECREASED99,972102,152-2,180-2%$10.3M$10.1M-$218.5K2026-10-21
Central Trust Co
DECREASED99,083124,852-25,769-21%$12.6M$10.0M-$2.6M2026-11-05
Riverwater Partners LLC
INCREASED97,14051,281+45,859+89%$5.2M$9.8M+$4.6M2026-11-03
Madson Wealth Advisors Inc
INCREASED97,01391,162+5,851+6%$9.2M$9.8M+$590.0K2026-10-13
Carnegie Investment Counsel
DECREASED95,645112,565-16,920-15%$11.3M$9.6M-$1.7M2026-10-20
Simon Quick Advisors, LLC
DECREASED95,606100,937-5,331-5%$10.2M$9.6M-$535.7K2026-10-26
William John Sempolinski
INCREASED95,07281,790+13,282+16%$8.2M$9.6M+$1.3M2026-10-20
Elevate Capital Advisors, LLC
DECREASED94,38297,239-2,857-3%$9.8M$9.5M-$286.7K2026-11-02
Atria Investments, Inc
DECREASED93,16597,214-4,049-4%$9.8M$9.4M-$406.6K2026-10-15
Capital Advisors Wealth Management, LLC
INCREASED92,92663,051+29,875+47%$6.3M$9.4M+$3.0M2026-10-09
Boomfish Wealth Group, LLC
INCREASED92,70938,220+54,489+143%$3.8M$9.3M+$5.5M2026-10-22
J.W. Cole Advisors, Inc.
DECREASED92,64094,444-1,804-2%$9.5M$9.3M-$180.7K2026-11-05
Ascentis Independent Advisors
INCREASED92,35716,562+75,795+458%$1.7M$9.3M+$7.6M2026-11-03
Journey Advisory Group, LLC
DECREASED92,100180,525-88,425-49%$18.2M$9.3M-$8.9M2026-11-04
Winnacle Wealth LLC
DECREASED92,016102,068-10,052-10%$10.3M$9.3M-$1.0M2026-10-15
Citizens Financial Group Inc
INCREASED91,80034,757+57,043+164%$3.5M$9.2M+$5.7M2026-10-23
Partners Wealth Management, LLC
NEW91,689—+91,689——$9.2M—2026-10-28
Diversify Advisory Services, LLC
DECREASED91,54993,042-1,493-2%$9.4M$9.2M-$159.4K2026-10-20
Diversify Wealth Management, LLC
DECREASED91,54993,042-1,493-2%$9.4M$9.2M-$159.4K2026-10-20
XY Planning Network, Inc.
INCREASED90,26084,102+6,158+7%$8.5M$9.1M+$620.8K2026-10-14
Flagship Private Wealth, LLC
INCREASED90,25783,827+6,430+8%$8.4M$9.1M+$648.2K2026-11-05
Founders Financial Securities LLC
INCREASED89,99682,963+7,033+8%$8.4M$9.1M+$708.9K2026-10-28
Monarch Capital Management Inc
DECREASED88,91194,511-5,600-6%$9.5M$9.0M-$562.9K2026-10-19
Fifth Third Bancorp
INCREASED88,86972,162+16,707+23%$7.3M$8.9M+$1.7M2026-11-05
Motive Wealth Advisors
DECREASED88,41298,027-9,615-10%$9.9M$8.9M-$967.1K2026-10-26
Ritholtz Wealth Management
NEW88,100—+88,100——$8.9M—2026-11-05
Farnam Financial LLC
DECREASED87,87599,403-11,528-12%$10.0M$8.8M-$1.2M2026-10-21
Platform Technology Partners
INCREASED87,72344,779+42,944+96%$4.5M$8.8M+$4.3M2026-11-02
Toth Financial Advisory Corp
DECREASED84,46796,660-12,193-13%$9.7M$8.5M-$1.2M2026-10-08
DeLarme Wealth Management, Inc.
INCREASED82,86569,151+13,714+20%$7.0M$8.3M+$1.4M2026-10-30
Lake Hills Wealth Management, LLC
NEW80,633—+80,633——$8.1M—2026-10-07
Boyum Wealth Architects LLC
INCREASED80,32473,093+7,231+10%$7.3M$8.1M+$720.4K2026-10-06
Bull Oak Capital, LLC
DECREASED79,564104,497-24,933-24%$10.5M$8.0M-$2.5M2026-10-23
Parallel Advisors, LLC
INCREASED75,56727,204+48,363+178%$2.7M$7.6M+$4.9M2026-11-03
Hennion & Walsh Asset Management, Inc.
INCREASED75,16472,375+2,789+4%$7.3M$7.6M+$281.4K2026-10-13
EverSource Wealth Advisors, LLC
INCREASED75,05339,365+35,688+91%$4.0M$7.6M+$3.6M2026-11-04
Alterna Wealth Management, Inc
INCREASED74,45949,193+25,266+51%$5.0M$7.5M+$2.5M2026-10-27
Hofer & Associates. Inc
NEW74,428—+74,428——$7.5M—2026-10-13
RED Crane Wealth Management, LLC
INCREASED74,42868,402+6,026+9%$6.9M$7.5M+$607.4K2026-10-14
Fiduciary Alliance LLC
DECREASED73,40973,514-1050%$7.4M$7.4M-$9.9K2026-10-13
Marathon Capital Management
INCREASED71,97545,615+26,360+58%$4.6M$7.2M+$2.7M2026-10-23
Concord Wealth Partners
INCREASED70,49263,533+6,959+11%$6.4M$7.1M+$701.3K2026-11-02
Walker Financial Services, Inc.
NEW70,461—+70,461——$7.1M—2026-10-26
Gerber Kawasaki Wealth & Investment Management
INCREASED70,42537,385+33,040+88%$3.8M$7.1M+$3.3M2026-10-29
PW Nova Financial Services LLC
DECREASED69,89673,456-3,560-5%$7.4M$7.0M-$357.7K2026-10-15
Anderson Hoagland & Co
DECREASED69,770107,051-37,281-35%$10.8M$7.0M-$3.8M2026-10-23
Wilmington Savings Fund Society, FSB
INCREASED68,52467,859+665+1%$6.8M$6.9M+$67.6K2026-10-23
Emprise Bank
DECREASED67,95071,184-3,234-5%$7.2M$6.8M-$324.9K2026-10-07
Sensenig Capital Advisors, Inc
DECREASED67,08169,495-2,414-3%$7.0M$6.8M-$242.4K2026-10-23
Prime Capital Investment Advisors, LLC
INCREASED66,16751,837+14,330+28%$5.2M$6.7M+$1.4M2026-10-20
Apex Wealth Management, LLC
NEW65,619—+65,619——$6.6M—2026-10-20
Caliber Wealth Management, LLC / KS
DECREASED64,80068,509-3,709-5%$6.9M$6.5M-$372.7K2026-11-04
Kohmann Bosshard Financial Services, LLC
INCREASED64,29750,179+14,118+28%$5.1M$6.5M+$1.4M2026-11-04
Procyon Advisors, LLC
INCREASED63,67717,210+46,467+270%$1.7M$6.4M+$4.7M2026-10-21
Bouvel Investment Partners, LLC
INCREASED62,80326,801+36,002+134%$2.7M$6.3M+$3.6M2026-10-13
Diversified Portfolios, Inc.
INCREASED62,80014,708+48,092+327%$1.5M$6.3M+$4.8M2026-11-04
Scratch Capital LLC
DECREASED62,689123,808-61,119-49%$12.5M$6.3M-$6.2M2026-11-02
Arrien Investments, Inc.
DECREASED61,87569,156-7,281-11%$7.0M$6.2M-$732.4K2026-10-30
Elevation Point Wealth Partners, LLC
DECREASED61,80682,926-21,120-25%$8.3M$6.2M-$2.1M2026-11-05
Buck Wealth Strategies, LLC
INCREASED61,66653,128+8,538+16%$5.3M$6.2M+$860.1K2026-10-28
Farrow Financial, Inc.
DECREASED61,16562,624-1,459-2%$6.3M$6.2M-$146.3K2026-10-30
Compagnie Lombard Odier SCmA
INCREASED60,76357,690+3,073+5%$5.8M$6.1M+$309.9K2026-11-04
Invariant Investment Management
UNCHANGED59,72759,72700%$6.0M$6.0M$02026-10-08
Greenspring Advisors, LLC
INCREASED59,46959,189+280+0%$6.0M$6.0M+$28.9K2026-11-05
ADE, LLC
DECREASED58,98059,477-497-1%$6.0M$5.9M-$49.3K2026-10-29
Legacy Advisory Services, LLC
DECREASED58,595157,858-99,263-63%$15.9M$5.9M-$10.0M2026-10-20
Strategic Blueprint, LLC
INCREASED57,96556,257+1,708+3%$5.7M$5.8M+$172.5K2026-10-22
Altura Wealth Advisors Inc.
INCREASED57,93336,407+21,526+59%$3.7M$5.8M+$2.2M2026-10-22
Seal Cove Capital, LLC
UNCHANGED57,72657,72600%$5.8M$5.8M+$5782026-11-06
FAI Advisors, Inc.
DECREASED57,72091,192-33,472-37%$9.2M$5.8M-$3.4M2026-10-27
Commonwealth Financial Services, LLC
DECREASED57,34562,122-4,777-8%$6.3M$5.8M-$480.4K2026-10-20
PFG Advisors
DECREASED57,166113,231-56,065-50%$11.4M$5.8M-$5.6M2026-10-16
Baring Financial LLC
DECREASED56,48056,863-383-1%$5.7M$5.7M-$37.9K2026-10-07
Teamwork Financial Advisors, LLC
NEW56,147—+56,147——$5.7M—2026-10-19
Ackerman Capital Advisors, LLC
DECREASED55,33257,034-1,702-3%$5.7M$5.6M-$170.8K2026-10-30
Decker Retirement Planning Inc.
DECREASED55,176759,734-704,558-93%$76.5M$5.6M-$70.9M2026-10-19
Midwest Financial Partners Investments, Inc.
INCREASED55,04827,825+27,223+98%$2.8M$5.5M+$2.7M2026-10-08
Cove Private Wealth, LLC
INCREASED54,15747,750+6,407+13%$4.8M$5.5M+$645.5K2026-10-28
Slow Capital, Inc.
INCREASED53,25551,157+2,098+4%$5.1M$5.4M+$211.7K2026-10-23
Armstrong Advisory Group, Inc
INCREASED53,09932,657+20,442+63%$3.3M$5.3M+$2.1M2026-10-09
Watchman Group, Inc.
DECREASED52,81178,114-25,303-32%$7.9M$5.3M-$2.5M2026-10-16
Signal Advisors Wealth, LLC
DECREASED52,21557,208-4,993-9%$5.8M$5.3M-$502.1K2026-10-13
Asset One Wealth Management LLC
INCREASED52,20947,787+4,422+9%$4.8M$5.3M+$452.0K2026-11-02
Marion Wealth Management
INCREASED51,71851,378+340+1%$5.2M$5.2M+$34.7K2026-10-22
Ridgewood Investments LLC
DECREASED51,18959,037-7,848-13%$5.9M$5.2M-$789.5K2026-10-05
Claro Advisors Inc.
INCREASED51,14934,632+16,517+48%$3.5M$5.1M+$1.7M2026-11-02
Sage Rhino Capital LLC
DECREASED50,99053,320-2,330-4%$5.4M$5.1M-$234.1K2026-10-28
CWA Asset Management Group, LLC
DECREASED50,96156,432-5,471-10%$5.7M$5.1M-$550.2K2026-10-19
AdvisorNet Financial, Inc
INCREASED50,8655,284+45,581+863%$531.9K$5.1M+$4.6M2026-10-15
Core Wealth Partners LLC
INCREASED49,44839,327+10,121+26%$4.0M$5.0M+$1.0M2026-11-02
Fiscal Wisdom Wealth Management, LLC
INCREASED48,87141,966+6,905+16%$4.2M$4.9M+$695.6K2026-10-16
Accordant Advisory Group Inc
NEW48,147—+48,147——$4.8M—2026-10-29
Planned Solutions, Inc.
INCREASED47,98342,539+5,444+13%$4.3M$4.8M+$548.5K2026-10-19
Oasis Advisors, LLC
INCREASED47,8672,426+45,441+1873%$244.2K$4.8M+$4.6M2026-10-16
TT Capital Management LLC
DECREASED47,37571,451-24,076-34%$7.2M$4.8M-$2.4M2026-10-15
Altiora Financial Group, LLC
DECREASED47,36680,209-32,843-41%$8.1M$4.8M-$3.3M2026-11-04
GreatBanc Trust Co
INCREASED46,32046,033+287+1%$4.6M$4.7M+$29.4K2026-11-04
Fiera Capital Corp
NEW46,036—+46,036——$4.6M—2026-11-06
Financial Advisory Partners, LLC
INCREASED46,02544,140+1,885+4%$4.4M$4.6M+$190.2K2026-10-23
SVB Wealth LLC
DECREASED45,82254,640-8,818-16%$5.5M$4.6M-$887.3K2026-11-06
Lpwm LLC
INCREASED45,69816,528+29,170+176%$1.7M$4.6M+$2.9M2026-10-20
Compound Planning, Inc.
DECREASED45,06495,900-50,836-53%$9.7M$4.5M-$5.1M2026-11-05
McAdam, LLC
INCREASED44,75030,659+14,091+46%$3.1M$4.5M+$1.4M2026-10-21
Enhancing Capital LLC
UNCHANGED44,47644,47600%$4.5M$4.5M+$4442026-10-26
Americana Partners, LLC
INCREASED44,15742,082+2,075+5%$4.2M$4.4M+$209.3K2026-10-28
Ashton Thomas Private Wealth, LLC
DECREASED44,12658,705-14,579-25%$5.9M$4.4M-$1.5M2026-11-03
Winthrop Capital Management, LLC
INCREASED43,23440,725+2,509+6%$4.1M$4.4M+$252.8K2026-11-05
Archer Investment Corp
DECREASED42,85855,739-12,881-23%$5.6M$4.3M-$1.3M2026-11-05
TD Waterhouse Canada Inc.
INCREASED42,54221,333+21,209+99%$2.1M$4.3M+$2.1M2026-10-16
Oppenheimer & Co Inc
DECREASED42,390328,932-286,542-87%$33.1M$4.3M-$28.8M2026-10-26
Sound Financial Strategies Group, LLC
DECREASED42,25645,544-3,288-7%$4.6M$4.3M-$330.6K2026-10-30
Chatham Capital Group, Inc.
DECREASED41,94242,742-800-2%$4.3M$4.2M-$80.1K2026-10-16
Sage Mountain Advisors LLC
INCREASED41,63838,878+2,760+7%$3.9M$4.2M+$278.3K2026-11-02
Tactive Advisors, LLC
INCREASED41,50735,087+6,420+18%$3.5M$4.2M+$646.7K2026-10-08
Fortis Group Advisors, LLC
DECREASED40,99261,710-20,718-34%$6.2M$4.1M-$2.1M2026-11-06
Rothwell Investment Advisors, LLC
NEW40,452—+40,452——$4.1M—2026-11-06
NBZ Investment Advisors LLC
DECREASED39,97352,908-12,935-24%$5.3M$4.0M-$1.3M2026-10-30
True Link Financial Advisors, LLC
INCREASED39,61429,000+10,614+37%$2.9M$4.0M+$1.1M2026-10-27
Stone Loft Wealth Management LLC
INCREASED39,31939,276+43+0%$3.9M$4.0M+$9.9K2026-11-03
Assetmark, Inc
DECREASED38,95245,149-6,197-14%$4.5M$3.9M-$623.5K2026-10-21
Simplicity Wealth,LLC
DECREASED38,38838,826-438-1%$3.9M$3.9M-$43.8K2026-10-23
Sovran Advisors, LLC
INCREASED37,61016,759+20,851+124%$1.7M$3.8M+$2.1M2026-11-02
Master's Wealth Management Inc.
INCREASED37,5903,000+34,590+1153%$302.0K$3.8M+$3.5M2026-10-22
Willow Creek Wealth Management Inc.
DECREASED37,39849,925-12,527-25%$5.0M$3.8M-$1.3M2026-10-26
Wakefield Asset Management Lllp
NEW37,311—+37,311——$3.8M—2026-11-05
Hubbell Strickland Wealth Management, LLC
DECREASED36,76739,486-2,719-7%$4.0M$3.7M-$273.3K2026-10-29
Adell Harriman & Carpenter Inc
NEW36,206—+36,206——$3.6M—2026-11-02
Wedmont Private Capital
INCREASED36,1223,540+32,582+920%$355.8K$3.6M+$3.3M2026-10-09
Redhawk Wealth Advisors, Inc.
INCREASED36,11724,908+11,209+45%$2.5M$3.6M+$1.1M2026-10-14
Uptick Partners, LLC
INCREASED35,94621,214+14,732+69%$2.1M$3.6M+$1.5M2026-11-04
Heck Capital Advisors, LLC
INCREASED35,91335,829+84+0%$3.6M$3.6M+$8.7K2026-10-14
Level Four Advisory Services, LLC
INCREASED35,85826,293+9,565+36%$2.6M$3.6M+$963.2K2026-11-06
Values First Advisors, Inc.
INCREASED35,85335,077+776+2%$3.5M$3.6M+$78.5K2026-10-23
Members Wealth LLC
INCREASED35,43231,650+3,782+12%$3.2M$3.6M+$373.6K2026-10-20
Q3 Asset Management
NEW35,329—+35,329——$3.6M—2026-11-06
Vista Investment Partners II, LLC
INCREASED35,30533,614+1,691+5%$3.4M$3.6M+$170.6K2026-10-15
Bulwark Capital Corp
DECREASED34,92362,897-27,974-44%$6.3M$3.5M-$2.8M2026-10-13
Norris Perne & French LLP
INCREASED34,89923,422+11,477+49%$2.4M$3.5M+$1.2M2026-10-23
Meridian Wealth Management, LLC
INCREASED34,73828,041+6,697+24%$2.8M$3.5M+$674.5K2026-11-05
Ascentis Wealth Management, LLC
DECREASED34,62658,615-23,989-41%$5.9M$3.5M-$2.4M2026-11-03
Peapod Lane Capital LLC
INCREASED34,61020,900+13,710+66%$2.1M$3.5M+$1.4M2026-10-22
IronOak Wealth Llc.
NEW34,541—+34,541——$3.5M—2026-11-06
First Heartland Consultants, Inc.
INCREASED34,35534,325+30+0%$3.5M$3.5M+$3.3K2026-10-08
SwitchPoint Financial Planning, LLC
INCREASED34,06633,369+697+2%$3.4M$3.4M+$70.5K2026-11-02
McClarren Financial Advisors, Inc.
DECREASED33,78440,692-6,908-17%$4.1M$3.4M-$695.2K2026-10-15
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED33,48914,383+19,106+133%$1.4M$3.4M+$1.9M2026-10-27
Regatta Capital Group, LLC
DECREASED33,33839,170-5,832-15%$3.9M$3.4M-$586.8K2026-10-23
United Advisor Group, LLC
DECREASED33,32233,799-477-1%$3.4M$3.4M-$47.8K2026-11-03
Axxcess Wealth Management, LLC
DECREASED33,105367,161-334,056-91%$37.0M$3.3M-$33.6M2026-10-21
Rochester Wealth Strategies, LLC
INCREASED33,01629,902+3,114+10%$3.0M$3.3M+$313.8K2026-11-03
Scott & Selber, Inc.
INCREASED32,61327,257+5,356+20%$2.7M$3.3M+$539.5K2026-10-21
Sjbenen Advisory, LLC
INCREASED32,51027,935+4,575+16%$2.8M$3.3M+$453.0K2026-10-19
Verdence Capital Advisors LLC
INCREASED32,43019,270+13,160+68%$1.9M$3.3M+$1.3M2026-10-26
Flagship Wealth Advisors, LLC
DECREASED32,41734,910-2,493-7%$3.5M$3.3M-$250.7K2026-11-03
Precedent Wealth Partners, LLC
NEW32,351—+32,351——$3.3M—2026-10-21
J. Safra Sarasin Holding AG
UNCHANGED32,18432,18400%$3.2M$3.2M$02026-10-26
Andrews Advisory Associates, LLC
INCREASED32,02916,971+15,058+89%$1.7M$3.2M+$1.5M2026-10-15
Chicago Partners Investment Group LLC
INCREASED31,98519,597+12,388+63%$2.0M$3.2M+$1.2M2026-10-27
McLean Asset Management Corp
INCREASED31,94230,142+1,800+6%$3.0M$3.2M+$173.0K2026-11-06
Blume Capital Management, Inc.
DECREASED31,84133,401-1,560-5%$3.4M$3.2M-$156.7K2026-10-26
Cornerstone Enterprises, LLC
DECREASED31,73137,691-5,960-16%$3.8M$3.2M-$599.7K2026-10-15
Seven Bridges Advisors LLC
DECREASED31,62333,830-2,207-7%$3.4M$3.2M-$221.9K2026-10-07
Raab & Moskowitz Asset Management LLC
INCREASED31,51614,812+16,704+113%$1.5M$3.2M+$1.7M2026-11-02
Accurate Wealth Management, LLC
DECREASED31,47467,432-35,958-53%$6.8M$3.2M-$3.6M2026-10-20
Kingswood Wealth Advisors, LLC
DECREASED31,44334,696-3,253-9%$3.5M$3.2M-$327.2K2026-10-23
Topor & Co. Korea
INCREASED31,41330,089+1,324+4%$3.0M$3.2M+$133.6K2026-10-22
1900 Wealth Management LLC
DECREASED31,39139,967-8,576-21%$4.0M$3.2M-$863.0K2026-10-13
Convergence Financial, LLC
DECREASED30,86040,237-9,377-23%$4.1M$3.1M-$943.7K2026-10-27
Essential Partners LLC
INCREASED30,56028,700+1,860+6%$2.9M$3.1M+$187.5K2026-10-14
HBK Sorce Advisory LLC
NEW30,483—+30,483——$3.1M—2026-11-06
SFG Wealth Management, Llc.
NEW30,457—+30,457——$3.1M—2026-10-23
Uhlmann Price Securities, LLC
DECREASED30,33731,026-689-2%$3.1M$3.1M-$69.0K2026-11-03
Intrua Financial, LLC
DECREASED30,29232,194-1,902-6%$3.2M$3.0M-$191.2K2026-10-28
Discipline Wealth Solutions, LLC
DECREASED30,27132,192-1,921-6%$3.2M$3.0M-$193.0K2026-10-14
Strategic Advisors LLC
DECREASED30,17636,865-6,689-18%$3.7M$3.0M-$673.1K2026-10-13
Private Trust Co NA
INCREASED29,99224,333+5,659+23%$2.4M$3.0M+$569.9K2026-10-20
Leicht Financial Planning & Wealth Management, Inc.
DECREASED29,71534,973-5,258-15%$3.5M$3.0M-$529.1K2026-11-03
Successful Portfolios LLC
DECREASED29,36537,156-7,791-21%$3.7M$2.9M-$784.3K2026-10-09
Natixis
DECREASED29,306100,000-70,694-71%$10.1M$3.0M-$7.1M2026-11-06
Realta Investment Advisors
INCREASED29,08326,545+2,538+10%$2.7M$2.9M+$255.8K2026-10-14
Golden State Wealth Management, LLC
DECREASED28,72632,310-3,584-11%$3.3M$2.9M-$360.5K2026-11-02
Sulzberger Capital Advisors, Inc.
DECREASED28,61330,131-1,518-5%$3.0M$2.9M-$152.5K2026-10-20
Spectrum Asset Management, Inc. (NB )
DECREASED28,56243,369-14,807-34%$4.4M$2.9M-$1.5M2026-10-19
Lanark Financial, Inc.
INCREASED27,76421,805+5,959+27%$2.2M$2.8M+$600.2K2026-10-26
Bayshore Asset Management, LLC
DECREASED27,53028,225-695-2%$2.8M$2.8M-$74.1K2026-11-03
Geneva Partners, LLC
INCREASED27,40214,239+13,163+92%$1.4M$2.8M+$1.3M2026-10-26
BankChampaign, National Association
INCREASED27,29312,949+14,344+111%$1.3M$2.7M+$1.4M2026-10-19
Dynamic Advisor Solutions LLC
INCREASED27,12719,675+7,452+38%$2.0M$2.7M+$750.4K2026-10-13
Frederick Financial Consultants, LLC
INCREASED27,08720,958+6,129+29%$2.1M$2.7M+$617.2K2026-10-29
Private Management Group Inc
DECREASED26,90928,144-1,235-4%$2.8M$2.7M-$124.1K2026-11-04
Nilsine Partners, LLC
INCREASED26,88924,477+2,412+10%$2.5M$2.7M+$243.1K2026-11-02
Professional Financial Management, Inc.
INCREASED26,75226,608+144+1%$2.7M$2.7M+$14.7K2026-10-22
Prosperity Planning, Inc.
DECREASED26,10328,309-2,206-8%$2.8M$2.6M-$221.8K2026-10-09
Friedenthal Financial
INCREASED26,08720,609+5,478+27%$2.1M$2.6M+$551.7K2026-10-27
Burney Co/
INCREASED26,0799,610+16,469+171%$967.4K$2.6M+$1.7M2026-10-15
Lincoln Capital Corp
INCREASED25,74224,062+1,680+7%$2.4M$2.6M+$169.4K2026-10-13
Oak Harvest Investment Services
INCREASED25,18524,882+303+1%$2.5M$2.5M+$30.8K2026-10-20
JIM Saulnier & Associates, LLC
INCREASED25,18315,718+9,465+60%$1.6M$2.5M+$953.2K2026-11-04
Hunter Associates Investment Management LLC
INCREASED25,05020,921+4,129+20%$2.1M$2.5K-$2.1M2026-10-26
Studio Investment Management LLC
DECREASED24,97377,073-52,100-68%$7.8M$2.5M-$5.2M2026-10-22
Holos Integrated Wealth LLC
INCREASED24,91524,558+357+1%$2.5M$2.5M+$39.1K2026-10-23
Capital Advantage, Inc.
DECREASED24,78525,587-802-3%$2.6M$2.5M-$80.5K2026-10-14
Financial Planning Hawaii, Inc.
INCREASED24,68923,813+876+4%$2.4M$2.5M+$88.4K2026-10-13
Davenport & Co LLC
INCREASED24,2568,060+16,196+201%$811.4K$2.4M+$1.6M2026-10-14
Ridgepath Capital Management LLC
DECREASED23,886322,786-298,900-93%$32.5M$2.4M-$30.1M2026-10-29
Cowa, LLC
DECREASED23,73451,135-27,401-54%$5.1M$2.4M-$2.8M2026-10-30
Rose Capital Advisors LLC
DECREASED23,44830,073-6,625-22%$3.0M$2.4M-$666.6K2026-11-04
New Wave Wealth Advisors LLC
INCREASED23,17811,804+11,374+96%$1.2M$2.3M+$1.1M2026-10-19
Kennon-Green & Company, LLC
DECREASED23,02636,180-13,154-36%$3.6M$2.3M-$1.3M2026-10-05
Walker Asset Management, LLC
INCREASED22,73821,815+923+4%$2.2M$2.3M+$93.2K2026-10-13
CoreCap Advisors, LLC
DECREASED22,57624,327-1,751-7%$2.4M$2.3M-$176.0K2026-10-08
Parkside Financial Bank & Trust
INCREASED22,44819,451+2,997+15%$2.0M$2.3M+$302.0K2026-10-27
Acorn Wealth Advisors, LLC
INCREASED22,07313,206+8,867+67%$1.3M$2.2M+$892.9K2026-10-19
Avidian Wealth Enterprises, LLC
DECREASED22,06526,784-4,719-18%$2.7M$2.2M-$474.8K2026-10-08
Onyx Bridge Wealth Group LLC
INCREASED22,01318,784+3,229+17%$1.9M$2.2M+$325.3K2026-10-16
B. Riley Wealth Advisors, Inc.
DECREASED21,92426,286-4,362-17%$2.6M$2.2M-$438.8K2026-10-13
Ryan Investment Management, Inc.
DECREASED21,895112,305-90,410-80%$11.3M$2.2M-$9.1M2026-10-20
Revisor Wealth Management LLC
INCREASED21,8317,348+14,483+197%$739.7K$2.2M+$1.5M2026-10-20
Beacon Financial Group
DECREASED21,68426,658-4,974-19%$2.7M$2.2M-$500.5K2026-10-19
Quartz Partners, LLC
DECREASED21,59922,180-581-3%$2.2M$2.2M-$58.3K2026-11-03
Wall Capital Group, Inc.
DECREASED21,50023,632-2,132-9%$2.4M$2.2M-$214.4K2026-10-14
Gibbs Wealth Management
INCREASED21,3745,753+15,621+272%$579.2K$2.2M+$1.6M2026-10-22
Quadrant Private Wealth Management, LLC
INCREASED21,27618,803+2,473+13%$1.9M$2.1M+$249.2K2026-11-04
Crane Advisory, LLC
DECREASED21,18824,384-3,196-13%$2.5M$2.1M-$323.5K2026-10-13
Consolidated Capital Management, LLC
INCREASED21,08715,608+5,479+35%$1.6M$2.1M+$551.8K2026-10-13
Finley Financial, LLC
DECREASED21,07427,174-6,100-22%$2.7M$2.1M-$619.6K2026-10-28
Freestate Advisors LLC
INCREASED20,97016,906+4,064+24%$1.7M$2.1M+$409.3K2026-10-09
NWF Advisory Services Inc.
INCREASED20,88115,117+5,764+38%$1.5M$2.1M+$580.5K2026-10-19
Aspen Investment Management Inc
INCREASED20,75319,743+1,010+5%$2.0K$2.1M+$2.1M2026-11-05
Wesbanco Bank Inc
INCREASED20,65518,616+2,039+11%$1.9M$2.1M+$205.5K2026-11-04
New Harbor Financial Group, LLC
DECREASED20,58026,636-6,056-23%$2.7M$2.1M-$609.4K2026-10-22
Sigma Planning Corp
DECREASED20,27627,192-6,916-25%$2.7M$2.0M-$696.0K2026-10-23
Visionary Wealth Advisors
INCREASED20,13816,255+3,883+24%$1.6M$2.0M+$391.1K2026-11-04
Steele Capital Management, Inc.
DECREASED19,88420,973-1,089-5%$2.1M$2.0M-$109.4K2026-11-02
Portside Wealth Group, LLC
INCREASED19,8474,601+15,246+331%$463.2K$2.0M+$1.5M2026-10-20
Evermay Wealth Management LLC
INCREASED19,79818,318+1,480+8%$1.8M$2.0M+$149.2K2026-11-05
Pacific Park Financial, Inc.
INCREASED19,69917,839+1,860+10%$1.8M$2.0M+$187.4K2026-10-13
LifeGoal Investments, LLC
INCREASED19,6855,112+14,573+285%$514.6K$2.0M+$1.5M2026-10-09
AK Global Asset Management, LLC
NEW19,500—+19,500——$2.0M—2026-10-27
Harbor Asset Planning, Inc.
DECREASED19,42423,476-4,052-17%$2.4M$2.0M-$407.5K2026-10-23
Lantz Financial LLC
DECREASED19,13030,808-11,678-38%$3.1M$1.9M-$1.2M2026-10-15
Beacon Capital Management, LLC
DECREASED19,07320,961-1,888-9%$2.1M$1.9M-$189.8K2026-10-23
DecisionPoint Financial, LLC
INCREASED19,0506,136+12,914+210%$616.1K$1.9M+$1.3M2026-10-27
Quadcap Wealth Management, LLC
INCREASED18,62217,558+1,064+6%$1.8M$1.9M+$107.3K2026-11-02
4Wealth Advisors, Inc.
DECREASED18,47218,595-123-1%$1.9M$1.9M-$12.1K2026-10-13
DMC Group, LLC
INCREASED18,3295,765+12,564+218%$580.4K$1.8M+$1.3M2026-10-26
Breakthru Advisory Services, LLC
UNCHANGED18,28018,28000%$1.8M$1.8M+$1822026-10-13
Ashton Thomas Securities, LLC
NEW18,175—+18,175——$1.8M—2026-10-26
Daymark Wealth Partners, LLC
NEW18,141—+18,141——$1.8M—2026-11-04
Petros Family Wealth, LLC
DECREASED17,99618,179-183-1%$1.8M$1.8M-$18.2K2026-10-28
Global Assets Advisory, LLC
INCREASED17,83010,755+7,075+66%$1.1M$1.8M+$711.2K2026-10-28
Revolve Wealth Partners, LLC
INCREASED17,1276,937+10,190+147%$698.3K$1.7M+$1.0M2026-10-23
Traynor Capital Management, Inc.
INCREASED16,9604,575+12,385+271%$460.5K$1.7M+$1.2M2026-10-29
Aurora Investment Managers, Llc.
INCREASED16,68410,869+5,815+54%$1.1K$1.7K+$5862026-10-15
MSH Capital Advisors LLC
INCREASED16,67116,096+575+4%$1.6M$1.7M+$58.1K2026-11-03
Valued Wealth Advisors LLC
DECREASED16,62916,912-283-2%$1.7M$1.7M-$28.3K2026-11-05
ZWJ Investment Counsel Inc
DECREASED16,61025,664-9,054-35%$2.6M$1.7M-$911.3K2026-10-15
Spectrum Strategic Capital Management, LLC
DECREASED16,50734,711-18,204-52%$3.5M$1.7M-$1.8M2026-10-22
Annex Advisory Services, LLC
NEW16,373—+16,373——$1.6M—2026-10-16
Opus Capital Group, LLC
INCREASED16,35214,246+2,106+15%$1.4M$1.6K-$1.4M2026-10-30
Fifth Third Securities, Inc.
NEW16,280—+16,280——$1.6M—2026-10-21
Able Financial Group, LLC
NEW16,278—+16,278——$1.6M—2026-10-14
Citizens National Bank Trust Department
DECREASED16,20016,650-450-3%$1.7M$1.6M-$45.1K2026-11-04
Victory Financial Group, LLC
INCREASED16,17015,575+595+4%$1.6M$1.6M+$60.1K2026-10-27
Klaas Financial Asset Advisors, LLC
DECREASED16,10116,105-40%$1.6M$1.6M-$2422026-10-19
UMB Bank, n.a.
INCREASED16,08416,082+2+0%$1.6M$1.6M+$3622026-11-06
Bond & Devick Financial Network, Inc.
UNCHANGED16,05716,05700%$1.6M$1.6M+$1612026-10-23
Guidance Capital, Inc
INCREASED15,78815,688+100+1%$1.6M$1.6M+$8.1K2026-11-03
Heartwood Wealth Advisors LLC
INCREASED15,6474,528+11,119+246%$455.8K$1.6M+$1.1M2026-10-05
BankPlus Wealth Management LLC
INCREASED15,2724,753+10,519+221%$478.5K$1.5M+$1.1M2026-10-13
Town Capital LLC
DECREASED15,21325,128-9,915-39%$2.5M$1.5M-$998.0K2026-11-03
PNC Financial Services Group, Inc.
DECREASED15,11521,333-6,218-29%$2.1M$1.5M-$625.8K2026-11-06
SteelPeak Wealth, LLC
DECREASED15,02415,948-924-6%$1.6M$1.5M-$92.9K2026-10-16
Provident Investment Management, Inc.
DECREASED15,00719,181-4,174-22%$1.9M$1.5M-$420.0K2026-10-23
Merit Financial Group, LLC
DECREASED14,90220,714-5,812-28%$2.1M$1.5M-$584.9K2026-11-06
Maseco LLP
DECREASED14,89529,574-14,679-50%$3.0M$1.5M-$1.5M2026-10-27
Gradient Capital Advisors, LLC
DECREASED14,79415,154-360-2%$1.5M$1.5M-$36.1K2026-10-21
Financial Guidance Group, Inc.
INCREASED14,63814,088+550+4%$1.4M$1.5M+$55.5K2026-10-21
Andrews, Lucia Wealth Management LLC
INCREASED14,57411,870+2,704+23%$1.2M$1.5M+$272.4K2026-11-02
Focus Financial Network, Inc.
INCREASED14,55813,365+1,193+9%$1.3M$1.5M+$120.3K2026-10-14
Midway Capital Research & Management
INCREASED14,47814,096+382+3%$1.4M$1.5M+$38.6K2026-10-20
Old Mission Investment Co LLC
DECREASED14,28714,668-381-3%$1.5M$1.4M-$38.2K2026-10-22
Factor Wealth Management LTD
DECREASED14,26116,286-2,025-12%$1.6M$1.4M-$203.8K2026-10-08
Advisory Solutions Group, LLC
NEW14,180—+14,180——$1.4M—2026-10-14
Fullerton Advisors, LLC
INCREASED14,1209,559+4,561+48%$962.3K$1.4M+$459.3K2026-10-14
Straight Path Wealth Management
NEW14,018—+14,018——$1.4M—2026-10-23
Integrity Advisory Solutions, LLC
INCREASED14,0096,072+7,937+131%$611.3K$1.4M+$799.2K2026-10-29
Acumen Wealth Advisors, LLC
INCREASED13,971199+13,772+6921%$20.0K$1.4M+$1.4M2026-11-05
Triumph Capital Management
DECREASED13,83318,611-4,778-26%$1.9M$1.4M-$480.9K2026-10-14
Goelzer Investment Management, Inc.
DECREASED13,77134,659-20,888-60%$3.5M$1.4M-$2.1M2026-10-16
Howard Wealth Management, LLC
NEW13,743—+13,743——$1.4M—2026-10-28
Attessa Capital LLC
DECREASED13,69217,235-3,543-21%$1.7M$1.4M-$356.5K2026-10-09
Evanson Financial, LLC
INCREASED13,68011,111+2,569+23%$1.1M$1.4M+$258.7K2026-10-23
Verus Capital Partners, LLC
INCREASED13,5266,790+6,736+99%$683.6K$1.4M+$678.2K2026-11-03
Independent Wealth Network Inc.
DECREASED13,44514,115-670-5%$1.4M$1.4M-$67.3K2026-10-19
Modera Wealth Management, LLC
INCREASED13,40210,541+2,861+27%$1.1M$1.3M+$288.2K2026-10-28
Secure Asset Management, LLC
INCREASED13,34811,275+2,073+18%$1.1M$1.3M+$208.8K2026-10-19
Steinberganna Wealth Management
DECREASED13,33216,820-3,488-21%$1.7M$1.3M-$351.0K2026-10-23
Cap Partners, LLC
INCREASED13,16010,018+3,142+31%$1.0M$1.3M+$316.4K2026-10-19
Next Level Wealth Planning, LLC
DECREASED12,96132,323-19,362-60%$3.3M$1.3M-$1.9M2026-10-29
Moors & Cabot, Inc.
INCREASED12,93311,720+1,213+10%$1.2M$1.3M+$122.2K2026-11-06
Whalen Wealth Management Inc.
DECREASED12,93114,099-1,168-8%$1.4M$1.3M-$117.5K2026-10-08
LFA - Lugano Financial Advisors SA
DECREASED12,73513,185-450-3%$1.3M$1.3M-$42.5K2026-11-03
Buckhead Capital Management LLC
INCREASED12,7278,973+3,754+42%$903.3K$1.3M+$378.1K2026-11-03
MCF Advisors LLC
NEW12,700—+12,700——$1.3M—2026-10-28
Box Hill Private Wealth LLC
NEW12,632—+12,632——$1.3M—2026-10-05
Aire Advisors, LLC
UNCHANGED12,61412,61400%$1.3M$1.3M+$1272026-10-22
LJI Wealth Management, LLC
INCREASED12,60911,109+1,500+14%$1.1M$1.3M+$151.1K2026-10-28
Guardian Financial Partners, LLC
DECREASED12,49712,798-301-2%$1.3M$1.3M-$30.2K2026-11-04
Nottingham Advisors, Inc.
INCREASED12,4618,646+3,815+44%$1.3M$1.3M-$81.5K2026-10-29
Stone Wealth Partners
INCREASED12,4144,966+7,448+150%$499.9K$1.2M+$749.9K2026-11-05
Smith Partners Wealth Management, LLC
DECREASED12,35827,315-14,957-55%$2.7M$1.2M-$1.5M2026-11-05
Clear Wave Wealth Management LLC
DECREASED12,28313,281-998-8%$1.3M$1.2M-$100.3K2026-11-04
Bright Financial Advisors, Inc.
DECREASED12,26012,947-687-5%$1.3M$1.2M-$69.1K2026-10-23
Baxter Bros Inc
NEW12,230—+12,230——$1.2M—2026-11-04
Costello Asset Management, Inc
INCREASED11,88210,953+929+8%$1.1M$1.2M+$93.7K2026-10-30
FSM Wealth Advisors, LLC
DECREASED11,83313,175-1,342-10%$1.3M$1.2M-$136.9K2026-10-27
Bison Wealth, LLC
INCREASED11,67511,642+33+0%$1.2M$1.2M+$4.2K2026-10-13
Angeles Wealth Management, LLC
DECREASED11,55012,487-937-7%$1.3M$1.2M-$94.2K2026-10-26
PCG Asset Management, LLC
DECREASED11,50041,433-29,933-72%$4.2M$1.2M-$3.0M2026-11-05
Columbia Advisory Partners LLC
INCREASED11,4338,993+2,440+27%$905.3K$1.2M+$245.7K2026-10-15
Nicholas Hoffman & Company, Llc.
NEW11,402—+11,402——$1.1M—2026-10-30
Objective Capital Management, LLC
INCREASED11,31610,150+1,166+11%$1.0M$1.1M+$117.5K2026-10-13
Macroview Investment Management LLC
INCREASED11,2845,145+6,139+119%$518.0K$1.1M+$618.1K2026-10-26
M Holdings Securities, Inc.
NEW11,186—+11,186——$1.1M—2026-11-03
Centennial Wealth Advisory LLC
INCREASED11,10510,220+885+9%$1.0M$1.1M+$89.7K2026-10-16
Foundry Financial LLC
INCREASED10,90210,646+256+2%$1.1M$1.1M+$25.9K2026-10-16
Collier Financial
DECREASED10,83511,024-189-2%$1.1M$1.1M-$18.9K2026-11-06
Emerald Advisors, LLC
DECREASED10,69315,992-5,299-33%$1.6M$1.1M-$533.4K2026-10-13
RMR Wealth Builders
DECREASED10,69211,353-661-6%$1.1M$1.1M-$66.4K2026-10-22
Virtue Capital Management, LLC
DECREASED10,681122,686-112,005-91%$12.4M$1.1M-$11.3M2026-10-29
James T. Borello RIA
INCREASED10,4445,129+5,315+104%$516.3K$1.1M+$535.2K2026-10-16
Keystone Financial Group, Inc.
DECREASED10,41622,958-12,542-55%$2.3M$1.0M-$1.3M2026-10-13
Signature Estate & Investment Advisors LLC
DECREASED10,35610,579-223-2%$1.1M$1.0M-$22.4K2026-10-13
GGM Financial LLC
NEW10,353—+10,353——$1.0M—2026-11-05
Ramiah Investment Group
DECREASED10,33011,142-812-7%$1.1M$1.0M-$81.6K2026-10-20
Foster Victor Wealth Advisors, LLC
NEW10,200—+10,200——$1.0M—2026-10-21
Heritage OAK Wealth Advisors LLC
DECREASED10,06963,706-53,637-84%$6.4M$1.0M-$5.4M2026-10-14
Wealthcare Advisory Partners LLC
DECREASED10,06010,190-130-1%$1.0M$1.0M-$13.0K2026-10-21
BIP Wealth, LLC
INCREASED10,0179,949+68+1%$1.0M$1.0M+$7.0K2026-10-22
Avestar Capital, LLC
DECREASED10,00014,311-4,311-30%$1.4M$1.0M-$433.9K2026-10-28
TCI Wealth Advisors, Inc.
NEW9,979—+9,979——$1.0M—2026-10-30
Wespac Advisors, LLC
DECREASED9,97510,825-850-8%$1.1M$1.0M-$85.5K2026-10-26
Waystone Advisors LLC
UNCHANGED9,9549,95400%$1.0M$1.0M$02026-10-16
WealthCare Investment Partners, LLC
NEW9,942—+9,942——$1.0M—2026-11-05
Turn8 Private Wealth Inc.
DECREASED9,79611,865-2,069-17%$1.2M$986.3K-$208.2K2026-11-05
Crestwood Advisors Group, LLC
NEW9,714—+9,714——$978.0K—2026-10-27
West Wealth Group, LLC
INCREASED9,6838,093+1,590+20%$814.8K$974.9K+$160.1K2026-10-14
Capital Planning LLC
INCREASED9,6118,413+1,198+14%$846.9K$967.6K+$120.7K2026-10-09
Pacifica Partners Inc.
INCREASED9,5898,519+1,070+13%$855.6K$962.8K+$107.2K2026-10-09
JSF Financial, LLC
NEW9,454—+9,454——$951.8K—2026-10-22
Professional Financial Advisors, LLC
INCREASED9,4448,443+1,001+12%$850.0K$950.9K+$100.9K2026-10-13
Salem Investment Counselors Inc
INCREASED9,4119,142+269+3%$920.3K$947.5K+$27.1K2026-10-13
Sellwood Investment Partners LLC
INCREASED9,3999,314+85+1%$937.6K$946.3K+$8.6K2026-11-03
L.K. Benson & Company, P.C.
DECREASED9,3059,602-297-3%$966.6K$937.0K-$29.7K2026-10-23
Aaron Wealth Advisors LLC
DECREASED9,23951,038-41,799-82%$5.1M$930.2K-$4.2M2026-10-13
Wagner Wealth Management, Corp
INCREASED9,1322,913+6,219+213%$293.3K$919.4K+$626.1K2026-10-20
Salomon & Ludwin, LLC
DECREASED8,9558,978-230%$901.3K$901.6K+$2652026-10-29
Alpha Zero LLC
UNCHANGED8,9448,94400%$899.3K$900.5K+$1.2K2026-11-06
Keystone Wealth Services, LLC
NEW8,934—+8,934——$899.5K—2026-11-03
Avior Wealth Management, LLC
DECREASED8,92517,260-8,335-48%$1.7M$898.5K-$839.0K2026-10-13
Private Client Services, LLC
DECREASED8,71428,407-19,693-69%$2.9M$877.3K-$2.0M2026-10-02
Daviman Financial, LLC
DECREASED8,70516,942-8,237-49%$1.7M$876.4K-$829.1K2026-11-06
Earned Wealth Advisors, LLC
NEW8,660—+8,660——$871.9K—2026-11-06
Freedom Day Solutions, LLC
DECREASED8,60412,281-3,677-30%$1.2M$866.3K-$370.1K2026-10-20
First American Bank
DECREASED8,5829,532-950-10%$959.6K$864.0K-$95.6K2026-10-27
HB Wealth Management, LLC
INCREASED8,5194,301+4,218+98%$433.0K$857.7K+$424.7K2026-10-23
Blake Schutter Theil Wealth Advisors, LLC
DECREASED8,48413,903-5,419-39%$1.4M$854.2K-$545.4K2026-11-02
Fortitude Advisory Group L.L.C.
UNCHANGED8,4738,47300%$853.0K$853.1K+$852026-10-15
Moisand Fitzgerald Tamayo, LLC
INCREASED8,4698,408+61+1%$846.4K$852.7K+$6.2K2026-10-15
Advisory Advocates, LLC
INCREASED8,3274,731+3,596+76%$476.3K$838.4K+$362.1K2026-11-05
Waycross Investment Management Co
UNCHANGED8,2488,24800%$830.3K$830.4K+$832026-10-14
Encompass Wealth Advisors, LLC
INCREASED8,2264,113+4,113+100%$414.0K$828.1K+$414.1K2026-10-15
Titan Investment Management LLC
NEW8,214—+8,214——$827.0K—2026-10-22
Legacy Capital Wealth Partners, LLC
NEW8,212—+8,212——$826.8K—2026-10-21
Grantvest Financial Group LLC
INCREASED8,2127,886+326+4%$793.9K$826.8K+$32.9K2026-10-21
B.O.S.S. Retirement Advisors, LLC
DECREASED8,20010,921-2,721-25%$1.1M$825.6K-$273.8K2026-10-26
Brown Miller Wealth Management, LLC
DECREASED8,1889,478-1,290-14%$954.2K$824.4K-$129.8K2026-11-02
GK Wealth Management LLC
INCREASED8,1217,806+315+4%$786.0K$817.6K+$31.7K2026-10-09
Dean, Jacobson Financial Services, LLC
INCREASED8,0216,415+1,606+25%$645.8K$807.5K+$161.7K2026-10-29
Meredith Wealth Planning
INCREASED7,9957,929+66+1%$798.2K$804.9K+$6.7K2026-10-14
CPR Investments Inc.
DECREASED7,92912,876-4,947-38%$1.3M$798.3K-$497.9K2026-10-26
Guardian Wealth Advisors, LLC
NEW7,880—+7,880——$793.4K—2026-10-30
Nations Financial Group Inc,
INCREASED7,8547,664+190+2%$771.5K$790.7K+$19.2K2026-11-05
Intelligent Financial Strategies
DECREASED7,84014,045-6,205-44%$1.4M$789.3K-$624.6K2026-10-16
Magnus Financial Group LLC
DECREASED7,77512,152-4,377-36%$1.2M$782.8K-$440.5K2026-10-21
Walkner Condon Financial Advisors LLC
INCREASED7,7706,236+1,534+25%$627.8K$782.2K+$154.5K2026-11-02
Indivisible Partners
INCREASED7,6715,499+2,172+40%$553.6K$772.3K+$218.7K2026-10-26
Leading Edge Financial Planning LLC
INCREASED7,6044,483+3,121+70%$451.3K$765.6K+$314.3K2026-10-23
Evolution Wealth Management Inc.
DECREASED7,4759,634-2,159-22%$969.9K$752.6K-$217.3K2026-10-28
Legacy Edge Advisors, LLC
DECREASED7,4358,324-889-11%$838.0K$748.6K-$89.4K2026-11-06
Facet Wealth, Inc.
INCREASED7,3692,144+5,225+244%$215.8K$741.9K+$526.1K2026-11-04
Brickley Wealth Management
DECREASED7,3619,560-2,199-23%$962.4K$741.1K-$221.3K2026-11-04
Armor Investment Advisors, LLC
INCREASED7,3581,994+5,364+269%$200.7K$740.8K+$540.1K2026-10-27
Fell Capital Management
INCREASED7,2456,500+745+11%$654.4K$729.4K+$75.1K2026-10-09
Parkway Wealth Management Group, LLC
DECREASED7,22310,051-2,828-28%$1.0M$727.2K-$284.7K2026-10-20
Krilogy Financial LLC
INCREASED7,1556,967+188+3%$701.3K$719.2K+$17.9K2026-10-13
Jeter Robert S II
NEW7,128—+7,128——$716.5K—2026-10-16
Oakwell Private Wealth Management, LLC
DECREASED7,12018,405-11,285-61%$1.9M$716.8K-$1.1M2026-11-06
Koshinski Asset Management, Inc.
INCREASED7,0866,731+355+5%$677.7K$713.4K+$35.8K2026-10-29
Stirlingshire Investments, Inc.
INCREASED7,0475,962+1,085+18%$600.2K$709.5K+$109.3K2026-11-05
Herold Advisors, Inc.
UNCHANGED6,9996,99900%$704.0K$704.7K+$6532026-10-19
Sloy Dahl & Holst, LLC
DECREASED6,95117,417-10,466-60%$1.8M$699.9K-$1.1M2026-10-14
NovaPoint Capital, LLC
UNCHANGED6,7546,75400%$679.9K$680.0K+$682026-10-22
Plancorp, LLC
DECREASED6,75024,792-18,042-73%$2.5M$679.9K-$1.8M2026-11-03
Stonehaven Wealth & TAX Solutions, LLC
INCREASED6,7464,733+2,013+43%$476.5K$679.2K+$202.7K2026-10-22
OpenArc Corporate Advisory, LLC
INCREASED6,7204,072+2,648+65%$409.9K$676.6K+$266.6K2026-10-21
SilverOak Wealth Management LLC
INCREASED6,7034,721+1,982+42%$475.3K$674.9K+$199.6K2026-10-29
Clarus Group, Inc.
DECREASED6,69215,328-8,636-56%$1.5M$673.7K-$869.3K2026-10-21
Spinnaker Investment Group, LLC
DECREASED6,6686,921-253-4%$696.8K$671.3K-$25.4K2026-10-13
Elevate Wealth Advisory, Inc
DECREASED6,5746,834-260-4%$688.0K$661.9K-$26.1K2026-10-29
Sara-Bay Financial
NEW6,566—+6,566——$661.1K—2026-10-21
Diversified Enterprises, LLC
DECREASED6,4259,580-3,155-33%$964.4K$646.9K-$317.6K2026-10-19
Advisortrust Partners, LLC
NEW6,420—+6,420——$646.3K—2026-11-02
Tandem Investment Partners LLC
NEW6,313—+6,313——$635.6K—2026-10-16
Horizon Wealth Management, LLC
NEW6,306—+6,306——$634.9K—2026-11-02
Briggs Wealth Management, Inc
DECREASED6,2967,997-1,701-21%$805.1K$633.9K-$171.2K2026-10-26
Kesler, Norman & Wride, LLC
DECREASED6,2907,763-1,473-19%$781.5K$633.2K-$148.3K2026-11-06
Csenge Advisory Group
DECREASED6,1759,723-3,548-36%$978.8K$621.7K-$357.1K2026-11-04
Independent Wealth Advisors LLC
DECREASED6,1656,284-119-2%$632.6K$620.7K-$11.9K2026-10-27
Cyr Financial Inc.
INCREASED6,1134,165+1,948+47%$419.3K$615.5K+$196.2K2026-10-16
Sincerus Advisory, LLC
DECREASED6,0908,464-2,374-28%$852.0K$613.1K-$238.9K2026-10-09
Jefferson Bridge Capital, LLC
INCREASED6,0765,658+418+7%$569.6K$611.7K+$42.1K2026-11-06
Institute for Wealth Management, Llc.
INCREASED6,0684,537+1,531+34%$456.7K$610.9K+$154.2K2026-11-06
IFG Advisors, LLC
DECREASED6,0196,111-92-2%$615.2K$606.0K-$9.2K2026-10-15
Castleview Partners, LLC
NEW5,971—+5,971——$601.2K—2026-10-09
Avid Wealth Partners LLC
NEW5,958—+5,958——$599.9K—2026-11-03
Arnold Financial Planning LLC
DECREASED5,9119,062-3,151-35%$912.3K$595.1K-$317.1K2026-10-20
SeaCrest Wealth Management, LLC
DECREASED5,9096,317-408-6%$635.9K$594.9K-$41.0K2026-10-21
Mccarter Private Wealth Services LLC
INCREASED5,9044,904+1,000+20%$493.7K$594.4K+$100.7K2026-10-22
Altus Wealth Group LLC
DECREASED5,85014,617-8,767-60%$1.5M$588.9K-$882.5K2026-10-20
Midwest Trust Co
INCREASED5,8245,769+55+1%$580.8K$586.4K+$5.6K2026-10-22
Sensible Money, LLC
NEW5,739—+5,739——$577.8K—2026-10-20
OceanIQ Capital, LLC
DECREASED5,70723,020-17,313-75%$2.3M$573.7K-$1.7M2026-10-19
Astra Wealth Partners LLC
NEW5,682—+5,682——$572.1K—2026-11-06
Mills Wealth Advisors LLC
DECREASED5,6546,011-357-6%$605.1K$569.2K-$35.9K2026-10-22
GHP Investment Advisors, Inc.
DECREASED5,6436,780-1,137-17%$682.6K$568.1K-$114.4K2026-10-15
LiftPoint Family Wealth Advisors LLC
DECREASED5,6288,358-2,730-33%$841.4K$566.6K-$274.8K2026-11-03
Harbor Investment Advisory, LLC
UNCHANGED5,6055,60500%$564.3K$564.3K+$562026-10-13
Probity Advisors, Inc.
UNCHANGED5,5305,53000%$556.7K$556.8K+$552026-10-23
Fragasso Financial Advisors Inc
NEW5,509—+5,509——$553.7K—2026-10-13
Folger Nolan Fleming Douglas Capital Management, Inc
NEW5,452—+5,452——$548.9K—2026-10-13
Alexander Randolph Advisory, Inc.
INCREASED5,4515,083+368+7%$511.7K$548.8K+$37.1K2026-11-04
Gibson Wealth Advisors LLC
NEW5,434—+5,434——$547.1K—2026-10-20
Choreo, LLC
DECREASED5,39412,986-7,592-58%$1.3M$543.0K-$764.2K2026-10-28
LVW Advisors, LLC
NEW5,327—+5,327——$536.3K—2026-10-19
Harold Davidson & Associates Inc.
NEW5,231—+5,231——$526.6K—2026-10-29
Coyle Financial Counsel LLC
DECREASED5,2105,997-787-13%$603.7K$524.5K-$79.2K2026-10-28
Quantify Chaos Advisors, LLC
INCREASED5,1733,797+1,376+36%$382.2K$520.8K+$138.6K2026-11-04
Baker Avenue Asset Management, LP
DECREASED5,1605,221-61-1%$525.6K$519.5K-$6.1K2026-11-06
Sugar Maple Asset Management, LLC
DECREASED5,1355,572-437-8%$560.9K$517.0K-$43.9K2026-10-13
Berkshire Money Management, Inc.
NEW5,133—+5,133——$516.8K—2026-10-21
Pachira Investments Inc.
NEW5,101—+5,101——$513.6K—2026-10-14
Shayne & Jacobs, LLC
UNCHANGED5,1005,10000%$513.4K$513.5K+$512026-10-21
Cypress Wealth Services, LLC
DECREASED5,08312,340-7,257-59%$1.2M$510.7K-$731.6K2026-10-21
Grimes & Co Wealth Management, LLC
DECREASED5,059158,976-153,917-97%$16.0M$509.3K-$15.5M2026-10-29
RDA Financial Network
DECREASED5,0537,621-2,568-34%$767.2K$508.7K-$258.5K2026-10-15
Boothe Investment Group, Inc.
UNCHANGED5,0005,00000%$503.4K$503.4K+$502026-10-22
Eagle Rock Investment Company, LLC
UNCHANGED4,9924,99200%$502.5K$502.6K+$502026-10-21
Family Office Research LLC
NEW4,966—+4,966——$500.0K—2026-10-14
Clarity Capital Advisors, LLC
INCREASED4,9354,890+45+1%$492.3K$496.8K+$4.5K2026-10-27
Strategic Advisory Partners, LLC
DECREASED4,9245,550-626-11%$558.7K$495.7K-$63.0K2026-11-06
Sapient Capital LLC
DECREASED4,9235,813-890-15%$585.2K$495.6K-$89.5K2026-10-08
Apella Capital, LLC
INCREASED4,9023,863+1,039+27%$388.1K$492.5K+$104.4K2026-10-08
Balboa Wealth Partners
DECREASED4,8987,768-2,870-37%$782.0K$493.1K-$288.9K2026-10-20
Lionshead Wealth Management, LLC
DECREASED4,8895,038-149-3%$507.3K$492.2K-$15.0K2026-10-21
Henderson Brothers Financial Partners, LLC
DECREASED4,7474,910-163-3%$494.3K$477.9K-$16.4K2026-11-03
MW Advisory, LLC
DECREASED4,74515,187-10,442-69%$1.5M$477.7K-$1.1M2026-10-19
Avantax Planning Partners, Inc.
NEW4,628—+4,628——$466.0K—2026-11-03
AlphaCore Capital LLC
INCREASED4,5634,414+149+3%$444.3K$459.4K+$15.1K2026-11-04
R2 Capital Strategies, LLC
DECREASED4,5155,240-725-14%$527.5K$454.6K-$72.9K2026-10-15
Mainsail Asset Management, LLC
NEW4,463—+4,463——$448.4K—2026-10-14
Stevens Capital Partners
DECREASED4,3814,476-95-2%$450.6K$441.0K-$9.5K2026-10-29
Meitav Investment House LTD
UNCHANGED4,2294,22900%$425.7K$425.8K+$412026-10-28
Capital Advisors, Ltd. LLC
DECREASED4,2167,116-2,900-41%$716$424-$2922026-10-27
Xena Financial Planning, LLC
DECREASED4,1764,483-307-7%$451.3K$420.5K-$30.8K2026-10-13
Arkfeld Wealth Strategies, L.L.C.
INCREASED4,1694,119+50+1%$413.7K$418.8K+$5.1K2026-10-19
RHS Financial, LLC
DECREASED4,13111,159-7,028-63%$1.1M$416.0K-$707.5K2026-10-13
Treasure Coast Financial Planning
UNCHANGED4,1104,11000%$413.8K$413.8K+$412026-11-03
Fisher Asset Management, LLC
DECREASED4,0684,751-683-14%$478.3K$409.7K-$68.7K2026-11-06
BG Investment Services, LLC
INCREASED4,0052,849+1,156+41%$286.8K$403.2K+$116.4K2026-10-23
Invenio Wealth Partners LLC
NEW3,997—+3,997——$402.5K—2026-10-20
PKS Advisory Services, LLC
UNCHANGED3,9913,99100%$401.7K$401.7K$02026-10-26
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED3,9853,98500%$401.1K$401.2K+$802026-10-29
Advisor OS, LLC
DECREASED3,9624,788-826-17%$482.0K$398.9K-$83.1K2026-11-03
Paragon Advisors, LLC
NEW3,950—+3,950——$397.7K—2026-11-03
Asempa Wealth Advisors
INCREASED3,9473,945+2+0%$397.2K$396.3K-$8792026-10-07
GC Wealth Management RIA, LLC
NEW3,944—+3,944——$397.1K—2026-11-02
Jessup Wealth Management, Inc
INCREASED3,9343,916+18+0%$394.3K$396.1K+$1.9K2026-10-20
IFC & Insurance Marketing, Inc.
DECREASED3,9224,665-743-16%$469.6K$387.3K-$82.3K2026-10-16
Guild Investment Management, Inc.
UNCHANGED3,9003,90000%$392.6K$392.7K+$392026-11-03
Johnson Financial Group, LLC
INCREASED3,8853,872+13+0%$389.8K$391.1K+$1.3K2026-11-03
Weaver Consulting Group
UNCHANGED3,8803,88000%$390.6K$390.6K+$382026-10-07
Elco Management Co., LLC
DECREASED3,8504,050-200-5%$407.7K$387.6K-$20.1K2026-10-14
Transce3nd, LLC
INCREASED3,841887+2,954+333%$89.1K$386.5K+$297.3K2026-10-26
Arista Wealth Management, LLC
NEW3,794—+3,794——$382.0K—2026-10-29
Kure Advisory, LLC
INCREASED3,7763,588+188+5%$361.2K$380.2K+$18.9K2026-10-08
Obermeyer Wealth Partners
NEW3,757—+3,757——$378.3K—2026-10-21
Cosner Financial Group, LLC
INCREASED3,7233,175+548+17%$319.7K$374.9K+$55.3K2026-11-03
Financial Harvest, LLC
INCREASED3,7222,973+749+25%$299.3K$374.8K+$75.5K2026-10-15
Cardinal Point Capital Management ULC
INCREASED3,7053,672+33+1%$369.7K$373.1K+$3.4K2026-10-21
WT Wealth Management
DECREASED3,7003,750-50-1%$377.5K$372.5K-$5.0K2026-10-13
Ridgeline Wealth, LLC
UNCHANGED3,6763,67600%$370.1K$369.5K-$5512026-10-14
Embree Financial Group
NEW3,596—+3,596——$362.0K—2026-10-22
Patriot Financial Group Insurance Agency, LLC
INCREASED3,5872,506+1,081+43%$252.3K$361.2K+$108.9K2026-10-14
Wealth Alliance Advisory Group, LLC
NEW3,580—+3,580——$360.5K—2026-10-14
Novem Group
DECREASED3,5604,527-967-21%$455.7K$358.4K-$97.3K2026-10-19
XXI Wealth, LLC
INCREASED3,5572,526+1,031+41%$254.3K$358.1K+$103.8K2026-10-22
Value Investment Professionals, LLC
INCREASED3,5433,511+32+1%$353.4K$356.7K+$3.2K2026-10-13
J. L. Bainbridge & Co., Inc.
INCREASED3,5273,428+99+3%$345.1K$355.1K+$10.0K2026-10-20
Cascade Investment Group, Inc.
DECREASED3,4886,424-2,936-46%$646.7K$351.2K-$295.5K2026-10-13
Tsfg, LLC
NEW3,482—+3,482——$351—2026-10-23
Iron Financial LLC
UNCHANGED3,4553,45500%$347.8K$347.9K+$352026-10-23
Mission Wealth Management, LP
DECREASED3,4296,637-3,208-48%$668.1K$345.3K-$322.8K2026-10-15
Ledgewood Wealth Advisors, LLC
UNCHANGED3,4203,42000%$344.3K$344.3K+$352026-10-09
Soltis Investment Advisors LLC
NEW3,389—+3,389——$341.2K—2026-10-28
Retireful, LLC
NEW3,367—+3,367——$339.0K—2026-10-09
Polaris Financial Partners
NEW3,320—+3,320——$334—2026-10-02
Peck Wealth Management, LLC
INCREASED3,2972,497+800+32%$251.4K$331.9K+$80.6K2026-10-29
Eastern Bank
INCREASED3,2823,252+30+1%$327.4K$330.4K+$3.0K2026-10-05
Northbridge Financial Group, LLC
INCREASED3,2751,990+1,285+65%$200.3K$329.0K+$128.7K2026-11-05
Insight Wealth Strategies, LLC
NEW3,246—+3,246——$326.8K—2026-10-09
15 Wealth Advisors LLC
NEW3,243—+3,243——$326.5K—2026-10-14
Thoma Capital Management LLC
UNCHANGED3,2263,22600%$324.8K$324.8K+$332026-10-19
Retirement Investment Advisors, Inc.
DECREASED3,2103,297-87-3%$331.4K$323.2K-$8.2K2026-10-22
Seven Mile Advisory
NEW3,168—+3,168——$319.0K—2026-10-22
E6 Portfolios, LLC
DECREASED3,1633,329-166-5%$335.1K$318.4K-$16.7K2026-10-26
Leo Wealth, LLC
NEW3,139—+3,139——$316.0K—2026-10-26
Impact Capital Partners LLC
NEW3,130—+3,130——$315.1K—2026-10-22
Activest Wealth Management
DECREASED3,1004,600-1,500-33%$463.1K$312.1K-$151.0K2026-10-15
Chartist Inc
NEW3,092—+3,092——$311.3K—2026-11-04
Manchester Capital Management LLC
INCREASED3,0852,550+535+21%$256.7K$310.6K+$53.8K2026-10-22
Jacobi Capital Management LLC
INCREASED3,0382,852+186+7%$287.1K$305.9K+$18.8K2026-11-05
Elevation Wealth Partners, LLC
NEW3,032—+3,032——$305.3K—2026-10-07
Sweeney & Michel, LLC
DECREASED3,0264,993-1,967-39%$501.7K$304.7K-$197.0K2026-10-16
Galvin, Gaustad & Stein, LLC
NEW3,012—+3,012——$303.3K—2026-10-08
Grandview Asset Management LLC
NEW3,009—+3,009——$302.9K—2026-10-19
Cooper S Advisors, LLC
NEW3,001—+3,001——$302.2K—2026-11-03
Farmers & Merchants Trust Co of Chambersburg PA
NEW3,000—+3,000——$302—2026-10-14
SRH Advisors, LLC
UNCHANGED3,0003,00000%$302.0K$302.0K+$302026-10-22
Venture Visionary Partners LLC
DECREASED2,9923,253-261-8%$327.5K$301.3K-$26.2K2026-10-07
Delta Wealth Advisors LLC
NEW2,971—+2,971——$299.1K—2026-10-09
Bdfs Capital LLC
INCREASED2,9562,603+353+14%$262.0K$297.7K+$35.7K2026-10-14
Family Investment Center, Inc.
DECREASED2,9523,146-194-6%$316.7K$297.2K-$19.6K2026-10-19
Bauman Advisory Group, LLC
INCREASED2,9452,319+626+27%$233.4K$296.5K+$63.1K2026-10-29
RFG - Bristol Wealth Advisors, LLC
DECREASED2,9393,623-684-19%$364.7K$295.9K-$68.8K2026-10-09
Wealth Preservation Advisors, LLC
DECREASED2,9314,300-1,369-32%$352.9K$295.1K-$57.8K2026-11-05
Optivise Advisory Services LLC
INCREASED2,8932,793+100+4%$281.2K$291.3K+$10.1K2026-10-19
Summit Financial Wealth Advisors, LLC
DECREASED2,8743,174-300-9%$319.5K$289.4K-$30.2K2026-10-15
Eddie Patel Inc
DECREASED2,8743,067-193-6%$308.8K$289.4K-$19.4K2026-11-02
Blue Square Asset Management, LLC
INCREASED2,8192,589+230+9%$260.6K$283.8K+$23.2K2026-11-02
Lantern Wealth Advisors, LLC
NEW2,801—+2,801——$282.0K—2026-10-22
Hudson Capital Management LLC
NEW2,788—+2,788——$280.7K—2026-10-20
Abound Wealth Management
NEW2,779—+2,779——$279.8K—2026-10-26
Gryphon Financial Partners LLC
INCREASED2,7792,773+6+0%$279.2K$279.8K+$6522026-11-04
Matauro, LLC
DECREASED2,7723,765-993-26%$379.1K$279.1K-$100.0K2026-11-03
First Financial Group Corp
NEW2,736—+2,736——$275.5K—2026-10-22
Unique Wealth, LLC
NEW2,717—+2,717——$273.5K—2026-10-16
Midwest Heritage Bank, FSB
UNCHANGED2,7152,71500%$273.3K$273.3K+$272026-10-26
Keeler Thomas Management LLC
NEW2,696—+2,696——$271.4K—2026-10-29
Capitol Family Office, Inc.
INCREASED2,6002,426+174+7%$244.3K$261.8K+$17.5K2026-10-13
Truefg, LLC
NEW2,514—+2,514——$253.1K—2026-10-15
NorthCrest Asset Manangement, LLC
UNCHANGED2,5002,50000%$251.2K$251.2K-$252026-10-13
Mission Financial Group, LLC
UNCHANGED2,4902,49000%$250.7K$250.7K+$252026-10-21
Highline Wealth Partners LLC
DECREASED2,4473,049-602-20%$307.0K$246.4K-$60.6K2026-10-19
Nova Financial LLC
NEW2,446—+2,446——$246.3K—2026-11-04
Bannerman Wealth Management Group, LLC
INCREASED2,4262,425+1+0%$244.2K$244.2K+$572026-10-09
CWS Financial Advisors, LLC
DECREASED2,3942,862-468-16%$288.1K$241.0K-$47.1K2026-10-16
Northland Capital Management LLC
NEW2,390—+2,390——$240.6K—2026-10-15
LMG Wealth Partners, LLC
INCREASED2,3722,369+3+0%$238.5K$238.8K+$3262026-11-05
Bedel Financial Consulting, Inc.
DECREASED2,3652,375-100%$239.1K$238.1K-$9832026-11-06
Argyle Capital Partners, LLC
DECREASED2,3442,545-201-8%$256.2K$236.0K-$20.2K2026-10-23
Absolute Capital Management, LLC
NEW2,329—+2,329——$234.5K—2026-10-16
Ferguson Wellman Capital Management, Inc
NEW2,309—+2,309——$232.5K—2026-10-05
Harpswell Capital Advisors, LLC
NEW2,292—+2,292——$230.8K—2026-10-09
Wormser Freres Gestion
UNCHANGED2,2902,29000%$229.6K$230.6K+$9732026-10-21
True Wealth Design, LLC
INCREASED2,2761,218+1,058+87%$122.6K$229.1K+$106.5K2026-10-13
Capital Square, LLC
INCREASED2,2632,032+231+11%$204.3K$227.9K+$23.6K2026-10-19
BFI Wealth Solutions, LLC
INCREASED2,1592,140+19+1%$215.5K$217.4K+$2.0K2026-10-16
Mountain Capital Investment Advisors Inc.
NEW2,157—+2,157——$217.2K—2026-11-06
Dynamic Wealth Strategies, LLC
INCREASED2,1311,828+303+17%$184.0K$214.5K+$30.5K2026-10-16
Davis Investment Partners, LLC
DECREASED2,1192,328-209-9%$234.4K$213.3K-$21.1K2026-11-05
United Bank
NEW2,100—+2,100——$211.4K—2026-11-06
Financial Architects, LLC
NEW2,085—+2,085——$209.9K—2026-10-13
Capital Investment Counsel, Inc
NEW2,083—+2,083——$209.7K—2026-10-20
Abacus Planning Group, Inc.
UNCHANGED2,0642,06400%$207.8K$207.8K+$212026-11-02
Seamount Financial Group Inc
UNCHANGED2,0512,05100%$206.5K$206.5K+$212026-10-21
Coquina Private Wealth LLC
UNCHANGED2,0492,04900%$206.3K$206.3K+$202026-10-27
Cohalo Advisory LLC
DECREASED2,0332,099-66-3%$211.3K$204.8K-$6.6K2026-10-28
Consilium Wealth Advisory, LLC
UNCHANGED2,0132,01300%$202.6K$202.7K+$202026-10-14
Channel Wealth LLC
NEW2,000—+2,000——$201.4K—2026-11-06
North Capital, Inc.
UNCHANGED2,0002,00000%$201.3K$201.0K-$3002026-10-16
StrongBox Wealth, LLC
UNCHANGED2,0002,00000%$201.3K$201.4K+$202026-11-02
Wealth Architects, LLC
DECREASED1,99514,575-12,580-86%$1.5M$200.9K-$1.3M2026-11-03
Capital Management Associates, Inc
NEW1,988—+1,988——$200.2K—2026-10-20
United Community Bank
UNCHANGED1,9341,93400%$194.7K$194.7K+$192026-10-28
Gables Capital Management Inc.
UNCHANGED1,9201,92000%$193.3K$193.3K+$202026-11-04
Provenance Wealth Advisors, LLC
NEW1,895—+1,895——$190.8K—2026-10-30
Latitude Advisors, LLC
NEW1,612—+1,612——$162.3K—2026-10-27
General Partner, Inc.
INCREASED1,6001,550+50+3%$156.0K$161.1K+$5.0K2026-10-05
Ares Financial Consulting, LLC
UNCHANGED1,3751,37500%$138.4K$138.4K+$142026-10-19
GoalVest Advisory LLC
DECREASED1,3611,401-40-3%$141.0K$137.0K-$4.0K2026-10-02
Blueline Advisors LLC
DECREASED1,3491,372-23-2%$138.1K$135.8K-$2.3K2026-10-15
Mather Group, Llc.
INCREASED1,2471,184+63+5%$119.2K$125.5K+$6.4K2026-10-14
Deane Retirement Strategies, Inc.
DECREASED1,2171,717-500-29%$172.8K$122.5K-$50.3K2026-10-09
Wolff Wiese Magana LLC
NEW1,200—+1,200——$120.8K—2026-10-15
S.A. Mason LLC
UNCHANGED1,1941,19400%$120.2K$120.2K+$122026-10-13
Downshift Financial, LLC
DECREASED1,1821,202-20-2%$121.0K$119.1K-$2.0K2026-10-13
Compass Financial Management LLC
DECREASED1,09729,110-28,013-96%$2.9M$110.4K-$2.8M2026-10-30
Elyxium Wealth, LLC
NEW1,057—+1,057——$106.4K—2026-10-27
Asset Dedication, LLC
UNCHANGED1,0501,05000%$105.7K$105.7K+$102026-11-03
Financial Perspectives, Inc
DECREASED1,0381,522-484-32%$153.2K$104.5K-$48.7K2026-11-03
Pinnacle Bancorp, Inc.
DECREASED1,0261,104-78-7%$111.1K$103.3K-$7.8K2026-10-21
Coston, McIsaac & Partners
INCREASED1,011610+401+66%$61.0K$101.8K+$40.8K2026-11-06
Catherine Avery Investment Management LLC
NEW995—+995——$100.2K—2026-10-14
Barclays PLC
UNCHANGED85185100%$85.7K$85.7K+$92026-11-06
Kings Path Partners LLC
UNCHANGED83683600%$84.2K$84.2K+$82026-10-21
Elevated Capital Advisors, LLC
DECREASED8146,030-5,216-86%$607.1K$82.0K-$525.1K2026-11-04
Financial Management Professionals, Inc.
DECREASED751844-93-11%$85.0K$75.6K-$9.4K2026-10-23
NBH Bank
UNCHANGED70070000%$70.5K$70.5K+$72026-11-05
Mosley Wealth Management
INCREASED645181+464+256%$18.2K$64.8K+$46.6K2026-10-16
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED64564500%$64.9K$64.9K+$62026-10-28
Raleigh Capital Management Inc.
DECREASED58512,418-11,833-95%$1.3M$58.9K-$1.2M2026-10-28
Rosenberg Matthew Hamilton
NEW569—+569——$57.3K—2026-10-05
Birch Financial Group, LLC
NEW565—+565——$56.9K—2026-10-27
Barrett & Company, Inc.
INCREASED517512+5+1%$51.6K$52.1K+$4742026-10-22
IMG Wealth Management, Inc.
INCREASED51235+477+1363%$3.5K$51.6K+$48.1K2026-10-27
New England Capital Financial Advisors LLC
NEW502—+502——$50.5K—2026-11-03
Arlington Trust Co LLC
INCREASED477427+50+12%$43.0K$48.0K+$5.0K2026-10-20
Contravisory Investment Management, Inc.
UNCHANGED47047000%$47.3K$47.3K+$52026-10-13
Maryland Capital Advisors Inc.
DECREASED425474-49-10%$47.8K$42.8K-$4.9K2026-10-15
United Financial Planning Group LLC
NEW422—+422——$42.5K—2026-11-04
Richardson Capital Management LLC
NEW395—+395——$39.8K—2026-10-23
Rossby Financial, LCC
INCREASED380229+151+66%$23.1K$38.3K+$15.2K2026-11-05
Physician Wealth Advisors, Inc.
UNCHANGED37537500%$37.8K$37.8K+$32026-10-20
Quest 10 Wealth Builders, Inc.
INCREASED364113+251+222%$11.4K$36.6K+$25.2K2026-11-02
Wealth Enhancement Trust Services, Inc.
DECREASED350594-244-41%$59.8K$35.2K-$24.6K2026-10-07
Townsend Asset Management Corp
NEW345—+345——$34.7K—2026-10-29
Quaker Wealth Management, LLC
INCREASED327141+186+132%$14.2K$32.9K+$18.7K2026-10-22
Signature Equity Partners, LLC
INCREASED32462+262+423%$6.2K$32.6K+$26.4K2026-10-29
Strengthening Families & Communities, LLC
INCREASED316313+3+1%$31.5K$31.8K+$2892026-10-21
William Mack & Associates, Inc.
NEW312—+312——$31.4K—2026-10-27
Bell Investment Advisors, Inc
INCREASED308305+3+1%$30.7K$31.0K+$2832026-10-29
Pinnacle Wealth Planning Services, Inc.
UNCHANGED30430400%$30.6K$30.6K+$32026-10-27
Signaturefd, LLC
INCREASED300158+142+90%$15.9K$30.2K+$14.3K2026-10-23
Grove Bank & Trust
DECREASED300400-100-25%$40.3K$30.2K-$10.1K2026-10-08
Entrust Financial LLC
NEW270—+270——$27.2K—2026-11-04
Financial Consulate, Inc
UNCHANGED25025000%$25.2K$25.2K+$22026-10-23
Gamma Investing LLC
UNCHANGED24324300%$24.5K$24.5K+$22026-10-08
MB, Levis & Associates, LLC
NEW220—+220——$22.1K—2026-10-16
Cassaday & Co Wealth Management LLC
INCREASED215120+95+79%$12.1K$21.6K+$9.6K2026-10-27
Ameliora Wealth Management Ltd.
UNCHANGED20020000%$20.1K$20.1K+$22026-10-23
Birchwood Financial Partners, Inc.
NEW178—+178——$17.9K—2026-11-02
Ashurst Perkins Coie Trust Co
NEW170—+170——$17.1K—2026-10-15
Key Capital Management, Inc
DECREASED165243-78-32%$24.5K$16.6K-$7.9K2026-11-03
Tounjian Advisory Partners, LLC
INCREASED16025+135+540%$2.5K$16.1K+$13.6K2026-11-04
Albion Financial Group
DECREASED150354,373-354,223-100%$35.7M$15.1K-$35.7M2026-10-21
Nfsg Corp
UNCHANGED15015000%$15.1K$15.1K+$12026-10-15
Wilkerson Advisory Group LLC
INCREASED139106+33+31%$10.7K$13.9K+$3.2K2026-10-20
Montgomery Financial Services LLC
UNCHANGED13913900%$14.0K$14.0K+$22026-11-03
Guardian Partners Inc.
DECREASED134194-60-31%$19.5K$13.5K-$6.0K2026-10-21
NBT Bank, N.A.
INCREASED102101+1+1%$10.2K$10.3K+$942026-10-21
Bayban
UNCHANGED10210200%$10.3K$10.3K$02026-11-05
Lodestone Wealth Management LLC
UNCHANGED10210200%$10.3K$10.3K+$12026-10-14
Adkins Seale Capital Management LLC
UNCHANGED10010000%$10.1K$10.1K+$12026-10-27
High Note Wealth, LLC
UNCHANGED999900%$10.0K$10.0K+$12026-10-27
Kingdom Financial Group Llc.
INCREASED9719+78+411%$1.9K$9.7K+$7.8K2026-11-04
Silver Grove Financial Group, Inc.
UNCHANGED919100%$9.2K$9.2K+$12026-11-05
Trust Co
UNCHANGED787800%$7.9K$7.9K+$12026-10-09
Covestor Ltd
DECREASED6970-1-1%$7.0K$7-$7.0K2026-10-30
Eukles Asset Management
NEW66—+66——$6.6K—2026-11-04
Gold Investment Management Ltd.
UNCHANGED595900%$5.9K$5.9K$02026-10-19
Mogy Joel R Investment Counsel Inc
NEW58—+58——$5.8K—2026-10-13
Paladin Partners, LLC
UNCHANGED565600%$5.6K$5.6K$02026-10-06
MidAtlantic Capital Management, Inc.
NEW50—+50——$5.0K—2026-11-05
Fairway Wealth LLC
NEW43—+43——$4.3K—2026-10-30
Princeton Global Asset Management LLC
UNCHANGED434300%$4.3K$4.3K$02026-10-21
Lloyd Advisory Services, Llc.
INCREASED3912+27+225%$1.2K$3.9K+$2.7K2026-11-02
Community Bank, N.A.
INCREASED2925+4+16%$2.5K$2.9K+$4032026-11-06
Financial Network Wealth Advisors LLC
NEW28—+28——$2.8K—2026-10-28
MassMutual Private Wealth & Trust, FSB
NEW9—+9——$906—2026-10-05
JFS Wealth Advisors, LLC
UNCHANGED7700%$705$712+$72026-11-03
Russell Investments Group, Ltd.
DECREASED45-1-20%$495$446-$492026-11-06
McElhenny Sheffield Capital Management, LLC
CLOSED0547,033-547,033-100%$55.1M$0-$55.1M2026-11-06
Capital Investment Advisory Services, LLC
CLOSED086,272-86,272-100%$8.7M$0-$8.7M2026-10-30
Jefferies Financial Group Inc.
CLOSED037,951-37,951-100%$3.8M$0-$3.8M2026-11-05
Kelleher Financial Advisors
CLOSED033,551-33,551-100%$3.4M$0-$3.4M2026-10-30
Approach Retirement Advisors, LLC
CLOSED017,325-17,325-100%$1.7M$0-$1.7M2026-10-22
Shah Wealth Advisors, LLC
CLOSED014,281-14,281-100%$1.4M$0-$1.4M2026-11-06
Confluence Wealth Services, Inc.
CLOSED014,091-14,091-100%$1.4M$0-$1.4M2026-11-05
Mirador Capital Partners LP
CLOSED012,182-12,182-100%$1.2M$0-$1.2M2026-10-09
True Freedom Investing, LLC
CLOSED011,244-11,244-100%$1.1M$0-$1.1M2026-10-29
Winthrop Advisory Group LLC
CLOSED010,400-10,400-100%$1.0M$0-$1.0M2026-10-22
Sumitomo Mitsui Trust Group, Inc.
CLOSED010,000-10,000-100%$1.0M$0-$1.0M2026-10-29
YHB Investment Advisors, Inc.
CLOSED09,800-9,800-100%$986.6K$0-$986.6K2026-10-08
Aureum Wealth Management, LLC
CLOSED09,505-9,505-100%$956.9K$0-$956.9K2026-10-15
Williams Jones Wealth Management, Llc.
CLOSED07,169-7,169-100%$721.7K$0-$721.7K2026-11-05
Forvis Mazars Wealth Advisors, LLC
CLOSED06,957-6,957-100%$700.4K$0-$700.4K2026-10-13
Imc-Chicago, LLC
CLOSED06,287-6,287-100%$632.9K$0-$632.9K2026-11-05
Greenwood Gearhart LLC
CLOSED06,225-6,225-100%$626.7K$0-$626.7K2026-11-02
Scarborough Advisors, LLC
CLOSED05,217-5,217-100%$524.4K$0-$524.4K2026-10-16
SAX Wealth Advisors, LLC
CLOSED05,106-5,106-100%$514.0K$0-$514.0K2026-10-13
Luminvest Wealth Management LLC
CLOSED04,737-4,737-100%$476.8K$0-$476.8K2026-10-14
World Equity Group, Inc.
CLOSED04,126-4,126-100%$415.3K$0-$415.3K2026-10-14
Seelaus Asset Management LLC
CLOSED03,317-3,317-100%$333.9K$0-$333.9K2026-10-14
Central Bank & Trust Co
CLOSED03,138-3,138-100%$315.9K$0-$315.9K2026-10-09
WealthCare Asset Management, LLC
CLOSED02,984-2,984-100%$300.4K$0-$300.4K2026-10-26
Accelerate Investment Advisors LLC
CLOSED02,945-2,945-100%$296.5K$0-$296.5K2026-11-02
Pathway Financial Advisors LLC
CLOSED02,925-2,925-100%$293.8K$0-$293.8K2026-10-07
DecisionMap Wealth Management, LLC
CLOSED02,762-2,762-100%$278.1K$0-$278.1K2026-10-29
Associated Banc-Corp
CLOSED02,750-2,750-100%$276.8K$0-$276.8K2026-10-30
Regions Financial Corp
CLOSED02,750-2,750-100%$276.8K$0-$276.8K2026-11-05
Howard Capital Management, LLC
CLOSED02,608-2,608-100%$262.5K$0-$262.5K2026-10-16
Huntleigh Advisors, Inc.
CLOSED02,593-2,593-100%$261.1K$0-$261.1K2026-11-03
Southland Equity Partners LLC
CLOSED02,486-2,486-100%$250.3K$0-$250.3K2026-10-14
Abacus Wealth Partners, LLC
CLOSED02,452-2,452-100%$246.8K$0-$246.8K2026-11-03
Dmkc Advisory Services, LLC
CLOSED02,400-2,400-100%$241.6K$0-$241.6K2026-11-04
Fusion Capital, LLC
CLOSED02,393-2,393-100%$240.9K$0-$240.9K2026-10-28
Symphony Financial, Ltd. Co.
CLOSED02,368-2,368-100%$238.4K$0-$238.4K2026-10-22
Sightline Wealth Advisors, LLC
CLOSED02,336-2,336-100%$235.2K$0-$235.2K2026-10-21
Alkeme Wealth, LLC
CLOSED02,261-2,261-100%$227.6K$0-$227.6K2026-10-08
SP Asset Management LLC
CLOSED02,252-2,252-100%$226.7K$0-$226.7K2026-11-05
First Hawaiian Bank
CLOSED02,224-2,224-100%$223.9K$0-$223.9K2026-10-14
Advisor Resource Council
CLOSED02,143-2,143-100%$215.2K$0-$215.2K2026-11-05
LightSquare Wealth Management, LLC
CLOSED02,124-2,124-100%$213.8K$0-$213.8K2026-11-03
Summit Global Investments
CLOSED02,112-2,112-100%$213.0K$0-$213.0K2026-10-28
New Capital Management LP
CLOSED02,092-2,092-100%$210.6K$0-$210.6K2026-10-29
Total Investment Management Inc
CLOSED02,020-2,020-100%$203.4K$0-$203.4K2026-10-22
Chapin Davis, Inc.
CLOSED02,000-2,000-100%$201.3K$0-$201.3K2026-10-09
Integrated Financial Solutions, Inc.
CLOSED02,000-2,000-100%$201.3K$0-$201.3K2026-10-09
Cantor Fitzgerald Investment Advisors L.P.
CLOSED01,994-1,994-100%$200.7K$0-$200.7K2026-10-21
RHL Group, LLC
CLOSED01,101-1,101-100%$111.2K$0-$111.2K2026-11-04
Robinswood Financial LLC
CLOSED0785-785-100%$79.0K$0-$79.0K2026-10-20
Byrne Asset Management LLC
CLOSED0750-750-100%$75.5K$0-$75.5K2026-10-06
Avion Wealth
CLOSED0446-446-100%$44$0-$442026-11-04
Miller Global Investments, LLC
CLOSED0441-441-100%$44.4K$0-$44.4K2026-10-02
First Pacific Financial
CLOSED0203-203-100%$20.4K$0-$20.4K2026-10-14
Bokf, NA
CLOSED0114-114-100%$11.5K$0-$11.5K2026-10-27
Valley Wealth Managers, Inc.
CLOSED078-78-100%$7.9K$0-$7.9K2026-10-09
LifeSteps Financial, Inc.
CLOSED068-68-100%$6.8K$0-$6.8K2026-10-15
Newton One Investments LLC
CLOSED052-52-100%$5.2K$0-$5.2K2026-10-14
POM Investment Strategies, LLC
CLOSED010-10-100%$1.0K$0-$1.0K2026-10-20
RMG Wealth Management LLC
CLOSED06-6-100%$335$0-$3352026-10-26
Bank of America Corp
N/A—11,457,135-11,457,135-100%$1.2B———
Morgan Stanley
N/A—8,473,084-8,473,084-100%$853.0M———
UBS Group AG
N/A—5,962,248-5,962,248-100%$600.2M———
Cerity Partners LLC
N/A—4,545,424-4,545,424-100%$457.6M———
Ameriprise Financial Inc
N/A—3,803,149-3,803,149-100%$382.6M———
Raymond James Financial Inc
N/A—3,636,385-3,636,385-100%$366.1M———
Osaic Holdings, Inc.
N/A—2,905,328-2,905,328-100%$292.5M———
Robinhood Asset Management, LLC
N/A—2,899,608-2,899,608-100%$291.9M———
JPMorgan Chase & Co
N/A—2,835,573-2,835,573-100%$285.5M———
CIBC Bancorp USA Inc.
N/A—2,807,327-2,807,327-100%$282.1M———
NorthRock Partners, LLC
N/A—2,736,985-2,736,985-100%$275.5M———
Royal Bank of Canada
N/A—2,675,275-2,675,275-100%$269.3M———
Wells Fargo & Company
N/A—2,459,867-2,459,867-100%$247.6M———
Focus Partners Wealth
N/A—2,373,290-2,373,290-100%$238.9M———
Captrust Financial Advisors
N/A—2,306,528-2,306,528-100%$232.2M———
Wealthspire Advisors, LLC
N/A—2,224,301-2,224,301-100%$223.9M———
Cetera Investment Advisers
N/A—2,217,429-2,217,429-100%$223.2M———
Envestnet Asset Management Inc
N/A—2,052,936-2,052,936-100%$206.7M———
Gotham Asset Management, LLC
N/A—1,562,089-1,562,089-100%$157.3M———
Westerkirk Capital Inc.
N/A—1,523,760-1,523,760-100%$153.4M———
Waverly Advisors, LLC
N/A—1,464,822-1,464,822-100%$147.5M———
MAI Capital Management
N/A—1,408,479-1,408,479-100%$141.8M———
Hamilton Capital Partners Inc.
N/A—1,279,489-1,279,489-100%$128.8M———
Peapack Gladstone Financial Corp
N/A—1,245,643-1,245,643-100%$125.4M———
AE Wealth Management LLC
N/A—1,212,408-1,212,408-100%$122.1M———
Wealthfront Advisers LLC
N/A—1,167,189-1,167,189-100%$117.5M———
Hilton Capital Management, LLC
N/A—1,149,386-1,149,386-100%$115.7M———
Northwestern Mutual Wealth Management Co
N/A—1,139,981-1,139,981-100%$114.8M———
First Wilshire Securities Management Inc
N/A—1,087,949-1,087,949-100%$109.5M———
Mutual Advisors, LLC
N/A—1,052,850-1,052,850-100%$106.0M———
Prudential Financial Inc
N/A—1,035,195-1,035,195-100%$104.2M———
Cheviot Value Management, LLC
N/A—1,002,516-1,002,516-100%$100.9M———
Stifel Financial Corp
N/A—984,074-984,074-100%$99.1M———
HighTower Advisors, LLC
N/A—865,348-865,348-100%$87.1M———
Cresset Asset Management, LLC
N/A—846,216-846,216-100%$85.2M———
Rwwm, Inc.
N/A—845,240-845,240-100%$85.1M———
Potomac Fund Management Inc
N/A—816,856-816,856-100%$82.2M———
Aptus Capital Advisors, LLC
N/A—814,494-814,494-100%$82.0M———
Sollinda Capital Management LLC
N/A—778,780-778,780-100%$78.4M———
Avos Capital Management, LLC
N/A—766,814-766,814-100%$77.2M———
MML Investors Services, LLC
N/A—757,607-757,607-100%$76.3M———
Sequoia Financial Advisors, LLC
N/A—738,944-738,944-100%$74.4M———
Mariner, LLC
N/A—713,464-713,464-100%$71.8M———
Omnia Family Wealth, LLC
N/A—696,066-696,066-100%$70.1M———
Raffa Wealth Management, LLC
N/A—694,542-694,542-100%$69.9M———
Peak Retirement Planning, Inc.
N/A—653,810-653,810-100%$65.8M———
Partners Capital Investment Group, LLP
N/A—632,080-632,080-100%$63.6M———
Neuberger Berman Group LLC
N/A—621,253-621,253-100%$62.5M———
LEE Johnson Capital Management, LLC
N/A—616,805-616,805-100%$62.1M———
Advisory Services Network, LLC
N/A—614,662-614,662-100%$61.9M———
Composition Wealth, LLC
N/A—613,347-613,347-100%$61.7M———
BlackRock, Inc.
N/A—593,060-593,060-100%$59.7M———
Bleakley Financial Group, LLC
N/A—572,295-572,295-100%$57.6M———
Rockefeller Capital Management L.P.
N/A—570,099-570,099-100%$57.4M———
HRT Financial LP
N/A—569,856-569,856-100%$57.4M———
Smithfield Trust Co
N/A—568,773-568,773-100%$57.3M———
Arax Advisory Partners
N/A—561,309-561,309-100%$56.5M———
AQR Capital Management LLC
N/A—550,965-550,965-100%$55.5M———
Legacy Wealth Advisors, LLC
N/A—527,772-527,772-100%$53.1M———
Sanctuary Advisors, LLC
N/A—508,591-508,591-100%$51.2M———
Geneos Wealth Management Inc.
N/A—493,129-493,129-100%$49.6M———
Nierenberg Investment Management Company, LLC
N/A—461,047-461,047-100%$46.4M———
UBS Asset Management Americas LLC
N/A—450,319-450,319-100%$45.3M———
Marex Group Ltd
N/A—450,074-450,074-100%$45.3M———
Bitterroot Capital Advisors LLC
N/A—430,117-430,117-100%$43.3M———
Stephens Inc
N/A—423,052-423,052-100%$42.6M———
Steward Partners Investment Advisory, LLC
N/A—419,117-419,117-100%$42.2M———
Janney Montgomery Scott LLC
N/A—418,167-418,167-100%$42.1M———
Zurich Insurance Group Ltd
N/A—417,450-417,450-100%$42.0M———
Tower Research Capital LLC (TRC)
N/A—414,925-414,925-100%$41.8M———
Schnieders Capital Management, Llc.
N/A—409,530-409,530-100%$41.2M———
Equitable Holdings, Inc.
N/A—403,071-403,071-100%$40.6M———
Greenlea Lane Capital Management, LLC
N/A—383,000-383,000-100%$38.6M———
Susquehanna International Group, LLP
N/A—379,105-379,105-100%$38.2M———
Coldstream Capital Management Inc
N/A—377,402-377,402-100%$38.0M———
Dakota Wealth Management
N/A—370,341-370,341-100%$37.3M———
Private Advisor Group, LLC
N/A—348,845-348,845-100%$35.1M———
Fairlight Advisors
N/A—348,298-348,298-100%$35.1M———
Aspen Capital Management, LLC
N/A—341,534-341,534-100%$34.4M———
T. Rowe Price Investment Management, Inc.
N/A—327,902-327,902-100%$33.0M———
NewEdge Advisors, LLC
N/A—325,651-325,651-100%$32.8M———
Betterment LLC
N/A—325,467-325,467-100%$32.8M———
Centric Wealth Management
N/A—310,239-310,239-100%$31.2M———
RPS Advisory Solutions LLC
N/A—309,600-309,600-100%$31.2M———
Spartan Wealth Advisory Services LLC
N/A—307,326-307,326-100%$30.9M———
United Capital Financial Advisors, LLC
N/A—295,659-295,659-100%$29.8M———
Meeder Advisory Services, Inc.
N/A—287,243-287,243-100%$28.9M———
M. Kulyk & Associates, LLC
N/A—286,525-286,525-100%$28.8M———
Bank of Montreal
N/A—280,484-280,484-100%$28.2M———
JDM Financial Group LLC
N/A—274,586-274,586-100%$22.5M———
Tolleson Wealth Management, Inc.
N/A—266,040-266,040-100%$26.8M———
Ameritas Advisory Services, LLC
N/A—261,390-261,390-100%$26.3M———
Peregrine Asset Advisers, Inc.
N/A—255,922-255,922-100%$25.8M———
George Kaiser Family Foundation
N/A—254,802-254,802-100%$25.7M———
Stansberry Asset Management, LLC
N/A—252,502-252,502-100%$25.4M———
Orion Capital Management LLC
N/A—249,387-249,387-100%$25.1M———
Artisan Partners Limited Partnership
N/A—248,527-248,527-100%$25.0M———
L2 Asset Management, LLC
N/A—244,829-244,829-100%$24.6M———
Cambridge Associates LLC
N/A—244,364-244,364-100%$24.6M———
Baird Financial Group, Inc.
N/A—235,439-235,439-100%$23.7M———
Empowered Funds, LLC
N/A—230,432-230,432-100%$23.1M———
IEQ Capital, LLC
N/A—228,774-228,774-100%$23.0M———
Talon Private Wealth, LLC
N/A—226,996-226,996-100%$22.9M———
Manning & Napier Advisors LLC
N/A—224,894-224,894-100%$22.6M———
Proficio Capital Partners LLC
N/A—220,448-220,448-100%$22.2M———
Elm Partners Management LLC
N/A—212,608-212,608-100%$21.4M———
Scotia Capital Inc.
N/A—210,840-210,840-100%$21.2M———
Aristotle Capital Management, LLC
N/A—206,446-206,446-100%$20.8M———
Kingsview Wealth Management, LLC
N/A—200,752-200,752-100%$20.2M———
Beacon Pointe Advisors, LLC
N/A—195,139-195,139-100%$19.6M———
Wealth Advisors of Iowa, LLC
N/A—194,962-194,962-100%$19.6M———
Osborne Partners Capital Management, LLC
N/A—191,811-191,811-100%$19.3M———
Leo H. Evart, Inc.
N/A—190,606-190,606-100%$19.2M———
Nomura Asset Management Co LTD
N/A—189,100-189,100-100%$19.0M———
Punch Card Management L.P.
N/A—188,000-188,000-100%$18.9M———
Owen LaRue, LLC
N/A—182,589-182,589-100%$18.4M———
Bessemer Group Inc
N/A—179,679-179,679-100%$18.1M———
Maridea Wealth Management LLC
N/A—179,261-179,261-100%$18.0M———
Mercer Global Advisors Inc
N/A—172,607-172,607-100%$17.4M———
Conservest Capital Advisors, Inc.
N/A—167,501-167,501-100%$16.9M———
Vickerman Investment Advisors, Inc.
N/A—165,037-165,037-100%$16.6M———
Advisors Preferred, LLC
N/A—161,280-161,280-100%$16.2M———
Quantinno Capital Management LP
N/A—159,725-159,725-100%$16.1M———
Fiduciary Wealth Partners, LLC
N/A—145,340-145,340-100%$14.6M———
Zuckerman Investment Group, LLC
N/A—144,332-144,332-100%$14.5M———
Leavell Investment Management, Inc.
N/A—144,174-144,174-100%$14.5M———
Goldman Sachs Group Inc
N/A—141,903-141,903-100%$14.3M———
Cassady Wealth & Retirement Planning, LLC
N/A—141,516-141,516-100%$14.2M———
Savvy Advisors, Inc.
N/A—140,738-140,738-100%$14.2M———
&partners
N/A—139,075-139,075-100%$14.3M———
Red Wave Investments LLC
N/A—137,753-137,753-100%$13.9M———
Foundations Investment Advisors, LLC
N/A—137,407-137,407-100%$13.8M———
Sandhill Capital Partners LLC
N/A—135,571-135,571-100%$13.6M———
Citadel Advisors LLC
N/A—135,473-135,473-100%$13.6M———
Orion Porfolio Solutions, LLC
N/A—134,606-134,606-100%$13.6M———
HM Payson & Co
N/A—132,457-132,457-100%$13.3M———
Nest Investments, LLC
N/A—132,254-132,254-100%$13.3M———
Centaurus Financial, Inc.
N/A—130,584-130,584-100%$13.1M———
Stratos Wealth Partners, Ltd.
N/A—129,055-129,055-100%$13.0M———
Ausdal Financial Partners, Inc.
N/A—129,036-129,036-100%$13.0M———
Main Management LLC
N/A—123,393-123,393-100%$12.4M———
Trajan Wealth LLC
N/A—121,755-121,755-100%$12.3M———
Kera Capital Partners, Inc.
N/A—111,332-111,332-100%$11.2M———
Magnolia Private Wealth, LLC
N/A—110,304-110,304-100%$11.1M———
Oxford Financial Group, Ltd. LLC
N/A—110,000-110,000-100%$11.1M———
Focus Partners Advisor Solutions, LLC
N/A—109,807-109,807-100%$11.1M———
Summit Financial, LLC
N/A—109,258-109,258-100%$11.0M———
MidFirst Bank
N/A—108,825-108,825-100%$11.0M———
Chicago Wealth Management, Inc.
N/A—108,427-108,427-100%$10.9M———
OneDigital Investment Advisors LLC
N/A—106,823-106,823-100%$10.8M———
Arkadios Wealth Advisors
N/A—106,301-106,301-100%$10.7M———
PFG Investments, LLC
N/A—105,259-105,259-100%$10.6M———
Strait & Sound Wealth Management LLC
N/A—102,350-102,350-100%$10.3M———
SouthState Bank Corp
N/A—98,459-98,459-100%$9.9M———
Portland Global Advisors LLC
N/A—98,419-98,419-100%$9.9M———
Cedar Wealth Management, LLC
N/A—97,632-97,632-100%$9.8M———
Hurricane Capital Advisors LLC
N/A—97,500-97,500-100%$9.8M———
One Wealth Management Investment & Advisory Services, LLC
N/A—96,426-96,426-100%$9.7M———
Benjamin Edwards Inc
N/A—95,538-95,538-100%$9.6M———
Crcm LP
N/A—94,482-94,482-100%$9.5M———
Wellspring Financial Advisors, LLC
N/A—90,999-90,999-100%$9.2M———
F/m Investments LLC
N/A—89,562-89,562-100%$9.0M———
Hilltop Holdings Inc.
N/A—88,854-88,854-100%$8.9M———
Momentum Wealth Planning, LLC
N/A—88,617-88,617-100%$8.9M———
Ashford Capital Management Inc
N/A—87,978-87,978-100%$8.9M———
Flow Traders U.S. LLC
N/A—86,911-86,911-100%$8.7M———
Financial Strategies Group, Inc.
N/A—86,079-86,079-100%$8.7M———
Integrated Wealth Concepts LLC
N/A—85,909-85,909-100%$8.6M———
McNamara Financial Services, Inc.
N/A—85,854-85,854-100%$8.6M———
NewEdge Wealth, LLC
N/A—85,487-85,487-100%$8.6M———
GTS Securities LLC
N/A—85,100-85,100-100%$8.6M———
Impact Partnership Wealth, LLC
N/A—83,663-83,663-100%$8.4M———
VanWeelden Wealth Management, LLC
N/A—83,635-83,635-100%$8.4M———
Chatterton & Associates Inc.
N/A—83,239-83,239-100%$8.4M———
Morrissey Wealth Management, LLC
N/A—81,236-81,236-100%$8.2M———
CIBC World Market Inc.
N/A—81,151-81,151-100%$8.2M———
VestGen Investment Management
N/A—80,714-80,714-100%$8.1M———
Mrwm Advisors, LLC
N/A—79,821-79,821-100%$8.0M———
Night Owl Capital Management, LLC
N/A—77,949-77,949-100%$7.8M———
Advisory Research Inc
N/A—76,730-76,730-100%$7.7M———
Sonoma Private Wealth LLC
N/A—76,672-76,672-100%$7.7M———
Stratos Wealth Advisors, LLC
N/A—76,174-76,174-100%$7.7M———
First Foundation Advisors
N/A—75,721-75,721-100%$7.6M———
Segall Bryant & Hamill, LLC
N/A—71,612-71,612-100%$7.2M———
West Michigan Advisors, LLC
N/A—70,665-70,665-100%$7.1M———
Fortis Capital Management LLC
N/A—70,162-70,162-100%$7.1M———
Vestmark Advisory Solutions, Inc.
N/A—70,012-70,012-100%$7.0M———
17 Capital Partners, LLC
N/A—69,782-69,782-100%$7.0M———
Prelude Capital Management, LLC
N/A—69,700-69,700-100%$7.0M———
Mirabella Financial Services LLP
N/A—69,700-69,700-100%$7.0M———
Belpointe Asset Management LLC
N/A—69,517-69,517-100%$7.0M———
Global Retirement Partners, LLC
N/A—69,004-69,004-100%$6.9M———
Sumitomo Mitsui Financial Group, Inc.
N/A—68,168-68,168-100%$6.9M———
Horizon Investments, LLC
N/A—65,591-65,591-100%$6.6M———
First Manhattan Co. Llc.
N/A—64,129-64,129-100%$6.5M———
Hayek Kallen Investment Management
N/A—63,313-63,313-100%$6.4M———
National Bank of Canada
N/A—59,781-59,781-100%$6.0M———
Evolve Private Wealth, LLC
N/A—57,481-57,481-100%$5.8M———
Wealthedge Investment Advisors, LLC
N/A—53,087-53,087-100%$5.3M———
Alesco Advisors, LLC, An ESL Co
N/A—53,010-53,010-100%$5.3M———
Safe Harbor Fiduciary, LLC
N/A—51,744-51,744-100%$5.2M———
Envestnet Portfolio Solutions, Inc.
N/A—51,477-51,477-100%$5.2M———
BFC Planning, Inc.
N/A—50,590-50,590-100%$5.1M———
Safeguard Investment Advisory Group, LLC
N/A—50,298-50,298-100%$5.1M———
Kastel Capital Advisors, LLC
N/A—50,044-50,044-100%$5.0M———
Caldwell Sutter Capital, Inc.
N/A—50,024-50,024-100%$5.0M———
Bcgm Wealth Management, LLC
N/A—49,861-49,861-100%$5.0M———
Park Place Capital Corp
N/A—49,375-49,375-100%$5.0M———
Great Valley Advisor Group, Inc.
N/A—49,172-49,172-100%$5.0M———
Brown Advisory Inc
N/A—47,692-47,692-100%$4.8M———
Faithward Advisors, LLC
N/A—46,854-46,854-100%$4.7M———
Clayton Partners LLC
N/A—46,300-46,300-100%$4.7M———
Arete Wealth Advisors, LLC
N/A—45,878-45,878-100%$4.6M———
Gallagher Fiduciary Advisors, LLC
N/A—43,620-43,620-100%$4.4M———
World Investment Advisors
N/A—43,522-43,522-100%$4.4M———
Everstar Asset Management, LLC
N/A—42,892-42,892-100%$4.3M———
Mmbg Investment Advisors Co.
N/A—42,825-42,825-100%$4.3M———
Headinvest, LLC
N/A—41,992-41,992-100%$4.2M———
Cary Street Partners Financial LLC
N/A—41,936-41,936-100%$4.2M———
Nwam LLC
N/A—40,200-40,200-100%$4.0M———
Sheridan Capital Management, LLC
N/A—40,065-40,065-100%$4.0M———
Ancora Advisors LLCA
N/A—39,660-39,660-100%$4.0M———
Nuveen, LLC
N/A—39,589-39,589-100%$4.0M———
J. M. Brown & Associates Inc.
N/A—39,431-39,431-100%$4.0M———
Silver OAK Securities, Incorporated
N/A—39,183-39,183-100%$3.9M———
Curi Capital, LLC
N/A—38,824-38,824-100%$3.9M———
Advisors Capital Management, LLC
N/A—38,812-38,812-100%$3.9M———
Waterloo Capital, L.P.
N/A—38,427-38,427-100%$3.9M———
Norris Financial Group, LLC
N/A—38,154-38,154-100%$3.8M———
Prudent Investors Network, Inc.
N/A—36,975-36,975-100%$3.7M———
Epacria Capital Partners, LLC
N/A—36,230-36,230-100%$3.6M———
Allied Private Wealth LLC
N/A—34,899-34,899-100%$3.5M———
Fiduciary Financial Advisors
N/A—34,362-34,362-100%$3.5M———
Greenwich Wealth Management LLC
N/A—34,126-34,126-100%$3.4M———
IFG Advisory, LLC
N/A—32,886-32,886-100%$3.3M———
Daybright Advisory Services, Inc.
N/A—32,834-32,834-100%$3.3M———
Kintra Wealth, LLC
N/A—32,495-32,495-100%$3.3M———
Dimension Capital Management LLC
N/A—32,393-32,393-100%$3.3M———
Inspire Advisors, LLC
N/A—32,340-32,340-100%$3.3M———
Drake & Associates, LLC
N/A—31,884-31,884-100%$3.2M———
Apriem Advisors
N/A—31,870-31,870-100%$3.2M———
Horizon Family Wealth, Inc.
N/A—31,626-31,626-100%$3.2M———
Johnson Investment Counsel Inc
N/A—31,616-31,616-100%$3.2M———
Shufro Rose & Co LLC
N/A—31,141-31,141-100%$3.1M———
Cura Wealth Advisors, LLC
N/A—31,041-31,041-100%$3.1M———
Moneta Group Investment Advisors LLC
N/A—30,700-30,700-100%$3.1M———
Gateway Wealth Partners, LLC
N/A—30,214-30,214-100%$3.0M———
Fort Point Capital Partners LLC
N/A—29,393-29,393-100%$3.0M———
RiverFront Investment Group, LLC
N/A—29,196-29,196-100%$2.9M———
Vienna Asset Management LLC
N/A—29,014-29,014-100%$2.9M———
IFC Advisors LLC
N/A—29,006-29,006-100%$2.9M———
Baron Silver Stevens Financial Advisors, LLC
N/A—28,885-28,885-100%$2.9M———
Strategic Financial Concepts, LLC
N/A—28,865-28,865-100%$2.9M———
Smith, Moore & Co.
N/A—28,695-28,695-100%$2.9M———
Phil A. Younker & Associates, Ltd.
N/A—28,573-28,573-100%$2.9M———
HighPoint Advisor Group LLC
N/A—28,226-28,226-100%$2.8M———
Ackerman Asset Management, LLC
N/A—27,726-27,726-100%$2.8M———
Zacks Investment Management
N/A—27,691-27,691-100%$2.8M———
Kane Investment Management, Inc.
N/A—27,497-27,497-100%$2.8M———
Addison Capital Co
N/A—27,422-27,422-100%$2.8M———
Jane Street Group, LLC
N/A—27,373-27,373-100%$2.8M———
V2 Financial group LLC
N/A—27,034-27,034-100%$2.7M———
Kovack Advisors, Inc.
N/A—26,921-26,921-100%$2.7M———
Ethos Financial Group, LLC
N/A—26,588-26,588-100%$2.7M———
WealthCollab, LLC
N/A—26,328-26,328-100%$2.7M———
Wisconsin Capital Management LLC
N/A—26,251-26,251-100%$2.6M———
Foster & Motley Inc
N/A—26,114-26,114-100%$2.6M———
Transamerica Financial Advisors, LLC
N/A—25,817-25,817-100%$2.6M———
Latko Wealth Management, Ltd.
N/A—25,543-25,543-100%$2.6M———
WCG Wealth Advisors LLC
N/A—25,196-25,196-100%$2.5M———
Axis Wealth Partners, LLC
N/A—25,049-25,049-100%$2.5M———
FMR LLC
N/A—25,039-25,039-100%$2.5M———
Zhang Financial LLC
N/A—24,540-24,540-100%$2.5M———
Cedarwood Wealth LLC
N/A—24,526-24,526-100%$2.5M———
Coppell Advisory Solutions LLC
N/A—24,501-24,501-100%$108.2K———
Choate Investment Advisors
N/A—24,143-24,143-100%$2.4M———
Sprott Inc.
N/A—23,858-23,858-100%$2.4M———
Dunhill Financial, LLC
N/A—23,808-23,808-100%$2.4M———
CreativeOne Wealth, LLC
N/A—23,621-23,621-100%$2.4M———
Perennial Investment Advisors, LLC
N/A—23,403-23,403-100%$2.4M———
Sfmg, LLC
N/A—23,359-23,359-100%$2.4M———
Invst, LLC
N/A—22,345-22,345-100%$2.2M———
Panoramic Capital Partners, LLC
N/A—21,993-21,993-100%$2.2M———
Talisman Wealth Advisors LLC
N/A—21,782-21,782-100%$2.2M———
GatePass Capital, LLC
N/A—21,250-21,250-100%$2.1M———
Adaptive Financial Consulting, LLC
N/A—21,150-21,150-100%$2.1M———
Glen Eagle Advisors, LLC
N/A—20,961-20,961-100%$2.1M———
Shepherd Kaplan Krochuk, LLC
N/A—20,910-20,910-100%$2.1M———
IHT Wealth Management, LLC
N/A—20,844-20,844-100%$2.1M———
Matters Capital LLC
N/A—20,698-20,698-100%$2.1M———
Berger Financial Group, Inc
N/A—20,480-20,480-100%$2.1M———
Trailhead Planners LLC
N/A—20,449-20,449-100%$2.1M———
EWA, LLC
N/A—20,438-20,438-100%$2.1M———
Advisory Alpha, LLC
N/A—20,304-20,304-100%$2.0M———
Principal Securities, Inc.
N/A—20,243-20,243-100%$2.0M———
Murchinson Ltd.
N/A—19,881-19,881-100%$2.0M———
Mosaic Family Wealth Partners, LLC
N/A—19,602-19,602-100%$2.0M———
Traub Capital Management LLC
N/A—19,437-19,437-100%$2.0M———
Old Mission Capital LLC
N/A—19,414-19,414-100%$2.0M———
Roundview Capital LLC
N/A—18,769-18,769-100%$1.9M———
Forefront Wealth Partners, LLC
N/A—18,715-18,715-100%$1.9M———
Barnes Pettey Financial Advisors, LLC
N/A—18,601-18,601-100%$1.9M———
Quotient Wealth Partners, LLC
N/A—18,593-18,593-100%$1.9M———
AssuredPartners Investment Advisors, LLC
N/A—18,444-18,444-100%$1.9M———
Florida Financial Advisors, LLC
N/A—18,031-18,031-100%$1.8M———
Atomic Invest LLC
N/A—17,678-17,678-100%$1.8M———
Investment Advisory Services Group LLC
N/A—17,628-17,628-100%$1.8M———
Navalign, LLC
N/A—17,602-17,602-100%$1.8M———
Alta Wealth Advisors LLC
N/A—17,413-17,413-100%$1.8M———
Pacific Point Advisors, LLC
N/A—17,058-17,058-100%$1.7M———
Northern Trust Corp
N/A—17,021-17,021-100%$1.7M———
Modern Wealth Management, LLC
N/A—16,888-16,888-100%$1.7M———
Bravias Capital Group, LLC
N/A—16,408-16,408-100%$1.7M———
Jaffetilchin Investment Partners, LLC
N/A—16,262-16,262-100%$1.6M———
Access Financial Services, Inc.
N/A—16,259-16,259-100%$1.6M———
Fiduciary Trust Co
N/A—16,207-16,207-100%$1.6M———
Freestone Capital Holdings, LLC
N/A—15,352-15,352-100%$1.5M———
ST Germain D J Co Inc
N/A—15,324-15,324-100%$1.5M———
Vista Investment Management
N/A—15,250-15,250-100%$1.5M———
Mayflower Financial Advisors, LLC
N/A—15,165-15,165-100%$1.5M———
Price T Rowe Associates Inc
N/A—15,000-15,000-100%$1.5M———
Commerce Bank
N/A—14,948-14,948-100%$1.5M———
Aegis Wealth Management LLC
N/A—14,584-14,584-100%$1.5M———
Whittier Trust Co
N/A—14,494-14,494-100%$1.5M———
Range Advisory, LLC
N/A—14,343-14,343-100%$1.4M———
Caerus Investment Advisors, LLC
N/A—14,193-14,193-100%$1.4M———
Retirement Capital Strategies
N/A—13,908-13,908-100%$1.4M———
Timmons Wealth Management, LLC
N/A—13,725-13,725-100%$1.4M———
Northstar Group, Inc.
N/A—13,704-13,704-100%$1.4M———
Phillips Wealth Planners LLC
N/A—13,640-13,640-100%$1.4M———
Strive Financial Group,LLC
N/A—13,583-13,583-100%$1.4M———
Sierra Legacy Group
N/A—13,266-13,266-100%$1.3M———
HHM Wealth Advisors, LLC
N/A—13,007-13,007-100%$1.3M———
Evergreen Wealth Partners LLC
N/A—12,765-12,765-100%$1.3M———
YCG, LLC
N/A—12,718-12,718-100%$1.3M———
Crews Bank & Trust
N/A—12,715-12,715-100%$1.3M———
Alpha Financial Partners LLC
N/A—12,673-12,673-100%$1.3M———
Anchor Bay Capital, Inc.
N/A—12,362-12,362-100%$1.2M———
Trustmark Bank Trust Department
N/A—12,184-12,184-100%$1.2M———
Gladstone Institutional Advisory LLC
N/A—12,109-12,109-100%$1.2M———
Wealthquest Corp
N/A—11,806-11,806-100%$1.2M———
Ameriflex Group, Inc.
N/A—11,708-11,708-100%$1.2M———
Cerity Partners Ocio LLC
N/A—11,610-11,610-100%$1.2M———
Webster Bank, N. A.
N/A—11,550-11,550-100%$1.2M———
Stillwater Private Wealth, LLC
N/A—11,549-11,549-100%$1.2M———
American Alpha Advisors, LLC
N/A—11,385-11,385-100%$1.1M———
Becker Capital Management Inc
N/A—11,358-11,358-100%$1.1M———
Pathstone Holdings, LLC
N/A—11,263-11,263-100%$1.1M———
Hobbs Group Advisors, LLC
N/A—11,136-11,136-100%$1.1M———
EP Wealth Advisors, LLC
N/A—11,075-11,075-100%$1.1M———
Exit Wealth Advisors, Llc.
N/A—11,046-11,046-100%$1.1M———
Harbour Investments, Inc.
N/A—10,864-10,864-100%$1.1M———
Per Stirling Capital Management, Llc.
N/A—10,854-10,854-100%$1.1M———
Stonebrook Private Inc.
N/A—10,802-10,802-100%$1.1M———
Widmann Financial Services, Inc.
N/A—10,623-10,623-100%$1.1M———
Regal Investment Advisors LLC
N/A—10,510-10,510-100%$1.1M———
LWM Advisory Services, LLC
N/A—10,441-10,441-100%$1.1M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—10,339-10,339-100%$1.0M———
Entelevest, LLC
N/A—10,334-10,334-100%$1.0M———
Beto Financial Group, LLC
N/A—10,061-10,061-100%$1.0M———
O'shaughnessy Asset Management, LLC
N/A—10,001-10,001-100%$1.0M———
Advyzon Investment Management, LLC
N/A—9,621-9,621-100%$968.6K———
Financial Engines Advisors L.L.C.
N/A—9,599-9,599-100%$966.3K———
Mayport, LLC
N/A—9,559-9,559-100%$962.3K———
Core Wealth Advisors, Inc.
N/A—9,379-9,379-100%$944.2K———
SSI Investment Management LLC
N/A—9,197-9,197-100%$925.9K———
Rothschild Investment LLC
N/A—9,030-9,030-100%$909.0K———
Josh Arnold Investment Consultant, LLC
N/A—9,000-9,000-100%$906.0K———
Essex Financial Services, Inc.
N/A—8,888-8,888-100%$894.7K———
Blair William & Co
N/A—8,882-8,882-100%$894.1K———
Ballast Advisors LLC
N/A—8,637-8,637-100%$869.5K———
Semper Augustus Investments Group LLC
N/A—8,570-8,570-100%$862.7K———
Rock Point Advisors, LLC
N/A—8,515-8,515-100%$857.2K———
OakTrust Wealth Advisors, LLC
N/A—8,488-8,488-100%$854.5K———
Serenus Wealth Advisors, LLC
N/A—8,383-8,383-100%$843.9K———
WorthPointe, LLC
N/A—8,306-8,306-100%$836.2K———
Argent Trust Co
N/A—8,244-8,244-100%$829.9K———
Prostatis Group LLC
N/A—8,092-8,092-100%$814.6K———
Operose Advisors LLC
N/A—7,800-7,800-100%$785.2K———
Astoria Portfolio Advisors Llc.
N/A—7,442-7,442-100%$749.2K———
Bogart Wealth, LLC
N/A—7,310-7,310-100%$735.9K———
Insigneo Advisory Services, LLC
N/A—7,246-7,246-100%$729.5K———
Richmond Brothers, Inc.
N/A—7,090-7,090-100%$713.7K———
McCartney Wealth Management LLC
N/A—7,060-7,060-100%$710.7K———
Mainstay Capital Management LLC
N/A—7,053-7,053-100%$710.0K———
N.E.W. Advisory Services LLC
N/A—6,830-6,830-100%$687.6K———
GeoWealth Management, LLC
N/A—6,821-6,821-100%$686.4K———
FAS Wealth Partners, Inc.
N/A—6,806-6,806-100%$685.1K———
Vectors Research Management, LLC
N/A—6,770-6,770-100%$681.5K———
Denali Advisors LLC
N/A—6,757-6,757-100%$680.2K———
Rehmann Capital Advisory Group
N/A—6,514-6,514-100%$655.8K———
Alliancebernstein L.P.
N/A—6,511-6,511-100%$655.4K———
Guggenheim Capital LLC
N/A—6,503-6,503-100%$654.7K———
RWA Wealth Partners, LLC
N/A—6,473-6,473-100%$651.6K———
Clarity Financial LLC
N/A—6,468-6,468-100%$651.2K———
Titan Global Capital Management USA LLC
N/A—6,400-6,400-100%$644.3K———
Keystone Financial Group
N/A—6,326-6,326-100%$636.9K———
First Commonwealth Financial Corp
N/A—6,260-6,260-100%$630.2K———
Cascades Capital Asset Management, LLC
N/A—6,205-6,205-100%$624.7K———
GWN Securities Inc.
N/A—6,194-6,194-100%$623.6K———
Flputnam Investment Management Co
N/A—6,144-6,144-100%$619.3K———
Xcelsior Advisor Partners LLC
N/A—6,059-6,059-100%$609.9K———
Federation des caisses Desjardins du Quebec
N/A—6,049-6,049-100%$609.0K———
Bragg Financial Advisors, Inc
N/A—6,014-6,014-100%$605.4K———
LaSalle St. Investment Advisors, LLC
N/A—5,986-5,986-100%$602.6K———
Madison Wealth Partners, Inc
N/A—5,929-5,929-100%$596.9K———
Texas Yale Capital Corp.
N/A—5,875-5,875-100%$591.4K———
Two Sigma Securities, LLC
N/A—5,839-5,839-100%$587.8K———
Prudential PLC
N/A—5,731-5,731-100%$576.9K———
Pacific SUN Financial Corp
N/A—5,684-5,684-100%$572.2K———
Kayne Anderson Rudnick Investment Management LLC
N/A—5,681-5,681-100%$571.9K———
Tsai Capital Corp
N/A—5,680-5,680-100%$571.8K———
Resurgent Financial Advisors LLC
N/A—5,475-5,475-100%$551.2K———
Snowden Capital Advisors LLC
N/A—5,317-5,317-100%$535.3K———
Calton & Associates, Inc.
N/A—5,198-5,198-100%$523.3K———
Concentrum Wealth Management
N/A—5,145-5,145-100%$517.9K———
Steelhead Wealth Management LLC
N/A—5,115-5,115-100%$514.0K———
Ogorek Anthony Joseph
N/A—5,073-5,073-100%$510.0K———
Crewe Advisors LLC
N/A—5,072-5,072-100%$510.6K———
Franklin Resources Inc
N/A—5,057-5,057-100%$509.1K———
Mpwm Advisory Solutions, LLC
N/A—5,055-5,055-100%$508.9K———
Caitlin John, LLC
N/A—5,039-5,039-100%$507.3K———
Garden State Investment Advisory Services LLC
N/A—4,979-4,979-100%$501.2K———
SPG Advisors LLC
N/A—4,823-4,823-100%$485.5K———
Genesis Wealth Advisors, LLC
N/A—4,743-4,743-100%$477.5K———
Kerr Financial Planning Corp
N/A—4,722-4,722-100%$221.7K———
Pinnacle Financial Partners, Inc.
N/A—4,681-4,681-100%$471.3K———
One Capital Management, LLC
N/A—4,632-4,632-100%$466.3K———
Strategic Wealth Partners, Ltd.
N/A—4,546-4,546-100%$457.6K———
Miller Capital Partners, Inc.
N/A—4,540-4,540-100%$457.0K———
Blom & Howell Financial Planning, Inc.
N/A—4,525-4,525-100%$455.5K———
Vines Capital Management, LLC
N/A—4,491-4,491-100%$452.1K———
Eldridge Investment Advisors, Inc.
N/A—4,468-4,468-100%$449.8K———
Hanover Advisors Inc
N/A—4,447-4,447-100%$447.6K———
Element Wealth, LLC
N/A—4,402-4,402-100%$443.2K———
Regency Capital Management Inc.\DE
N/A—4,350-4,350-100%$437.9K———
Landing Point Financial Group, LLC
N/A—4,248-4,248-100%$427.7K———
Guardian Wealth Advisors, LLC / NC
N/A—4,215-4,215-100%$424.3K———
Wick Capital Partners, LLC
N/A—4,033-4,033-100%$406.0K———
Ironwood Investment Management LLC
N/A—3,968-3,968-100%$399.5K———
Burling Wealth Partners, LLC
N/A—3,898-3,898-100%$392.4K———
Prosperity Consulting Group, LLC
N/A—3,892-3,892-100%$391.8K———
Dock Street Asset Management Inc
N/A—3,795-3,795-100%$382.0K———
Lifeworks Advisors, LLC
N/A—3,774-3,774-100%$379.9K———
Revere Asset Management, Inc
N/A—3,734-3,734-100%$375.9K———
WealthShield Partners, LLC
N/A—3,694-3,694-100%$371.9K———
Horizon Investment Services, LLC
N/A—3,671-3,671-100%$369.6K———
Note Advisors, LLC
N/A—3,632-3,632-100%$365.6K———
Purpose Unlimited Inc.
N/A—3,538-3,538-100%$356.2K———
Western Wealth Management, LLC
N/A—3,505-3,505-100%$352.8K———
Hunter Perkins Capital Management, LLC
N/A—3,501-3,501-100%$352———
Capital Advisors Inc
N/A—3,482-3,482-100%$350.5K———
Gamco Investors, Inc. ET AL
N/A—3,440-3,440-100%$346.3K———
Trivium Point Advisory, LLC
N/A—3,431-3,431-100%$345.4K———
Cable Car Capital, LPA
N/A—3,421-3,421-100%$344.4K———
Tower Wealth Partners, Inc.
N/A—3,417-3,417-100%$344.0K———
Maimon Wealth Management Ltd.
N/A—3,400-3,400-100%$342.3K———
Harris Associates L P
N/A—3,151-3,151-100%$317.2K———
GTS Financial, LLC
N/A—3,140-3,140-100%$316.2K———
Twin Peaks Wealth Advisors, LLC
N/A—3,000-3,000-100%$302.0K———
Minot DeBlois Advisors LLC
N/A—2,987-2,987-100%$300.7K———
Pure Financial Advisors, LLC
N/A—2,924-2,924-100%$294.3K———
Timber Creek Capital Management LLC
N/A—2,792-2,792-100%$281.1K———
Demming Financial Services Corp
N/A—2,792-2,792-100%$281.1K———
HFG Advisors, Inc.
N/A—2,762-2,762-100%$278.1K———
Legacy Wealth Managment, LLC
N/A—2,759-2,759-100%$277.8K———
Alaethes Wealth, LLC
N/A—2,702-2,702-100%$272.0K———
Atlantic Private Wealth, LLC
N/A—2,700-2,700-100%$271.8K———
Destination Wealth Management
N/A—2,667-2,667-100%$268.5K———
Mosaic Advisors LLC
N/A—2,500-2,500-100%$251.7K———
Wellington-Altus USA Inc.
N/A—2,492-2,492-100%$250.8K———
PMV Capital Advisers, LLC
N/A—2,475-2,475-100%$249.2K———
Bellwether Advisors, LLC
N/A—2,431-2,431-100%$244.7K———
DV Trading LLC
N/A—2,400-2,400-100%$241.6K———
Quantum Capital Management, LLC / NJ
N/A—2,385-2,385-100%$240.1K———
Transcend Capital Advisors, LLC
N/A—2,350-2,350-100%$236.6K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—2,345-2,345-100%$236.1K———
Wulff, Hansen & Co.
N/A—2,342-2,342-100%$235.8K———
Nicolet Bankshares Inc
N/A—2,322-2,322-100%$233.2K———
Texas Capital Bank Wealth Management Services Inc
N/A—2,284-2,284-100%$229.9K———
Alaska Permanent Capital Management, LLC
N/A—2,152-2,152-100%$216.7K———
Westbourne Investments, Inc.
N/A—2,150-2,150-100%$216.4K———
Main Street Financial Solutions, LLC
N/A—2,116-2,116-100%$213.1K———
Brookwood Investment Group LLC
N/A—2,083-2,083-100%$209.7K———
Banque Cantonale Vaudoise
N/A—2,044-2,044-100%$206.0K———
Wescott Financial Advisory Group, LLC
N/A—2,002-2,002-100%$201.5K———
Rathbones Group PLC
N/A—2,000-2,000-100%$201.3K———
Pring Turner Capital Group Inc
N/A—2,000-2,000-100%$200.9K———
Thompson David Blair
N/A—1,999-1,999-100%$201.2K———
Delta Accumulation, LLC
N/A—1,962-1,962-100%$197.5K———
EFG International AG
N/A—1,869-1,869-100%$188.2K———
Investment Counsel Co of Nevada
N/A—1,799-1,799-100%$181.1K———
Strategic Investment Advisors / MI
N/A—1,698-1,698-100%$170.9K———
Hamrick Investment Counsel, llc
N/A—1,483-1,483-100%$149.3K———
CVA Family Office, LLC
N/A—1,436-1,436-100%$144.6K———
Dixon Mitchell Investment Counsel Inc.
N/A—1,436-1,436-100%$144.6K———
Smartleaf Asset Management LLC
N/A—1,234-1,234-100%$124.2K———
Luminist Capital LLC
N/A—1,140-1,140-100%$114.8K———
Rialto Wealth Management, LLC
N/A—1,136-1,136-100%$114.4K———
Tidemark, LLC
N/A—939-939-100%$94.5K———
WCM Investment Management, LLC
N/A—872-872-100%$87.8K———
Hantz Financial Services, Inc.
N/A—833-833-100%$84.0K———
Reyl & Cie S.A.
N/A—830-830-100%$83.8K———
Keating Financial Advisory Services, Inc.
N/A—769-769-100%$77.4K———
Investors Portfolio Services LLC
N/A—765-765-100%$77.0K———
Edmond de Rothschild Holding S.A.
N/A—685-685-100%$69.0K———
Delta Asset Management LLC
N/A—628-628-100%$63.2K———
Banque Transatlantique SA
N/A—592-592-100%$59.6K———
Jones Financial Companies Lllp
N/A—539-539-100%$54.3K———
Godfrey Financial Associates, Inc.
N/A—502-502-100%$50.5K———
Frazier Financial Advisors, LLC
N/A—501-501-100%$50.4K———
Hollencrest Capital Management
N/A—450-450-100%$45.3K———
Millstone Evans Group, LLC
N/A—436-436-100%$43.9K———
Founders Financial Alliance, LLC
N/A—417-417-100%$42.0K———
Mcguire Capital Advisors Inc
N/A—165-165-100%$16.6K———
Security National Bank of Sioux City Iowa
N/A—130-130-100%$13.1K———
Ankerstar Wealth, LLC
N/A—125-125-100%$12.6K———
HFM Investment Advisors, LLC
N/A—116-116-100%$11.7K———
Cary Street Partners Investment Advisory LLC
N/A—101-101-100%$10.2K———
Bruce G. Allen Investments, LLC
N/A—82-82-100%$8.3K———
Chesapeake Asset Management LLC
N/A—73-73-100%$7.3K———
Brown Brothers Harriman & Co
N/A—64-64-100%$6.4K———
Bard Associates Inc
N/A—64-64-100%$6.4K———
Vanguard Advisers Inc
N/A—17-17-100%$1.7K———
Cordant, Inc.
N/A—14-14-100%$1.4K———
Strategic Investment Solutions, Inc.
N/A—12-12-100%$1.2K———
Capital Analysts, LLC
N/A—7-7-100%$1———
Morgan Dempsey Capital Management LLC
N/A—2-2-100%$153———
Tiaa Wealth Investment Management LLC
N/A—1-1-100%$101———
Showing 1456 of 1456 institutions