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Q3 2025 vs Q4 2025

Comparing institutional holders between quarters

Quarters

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
IFP Advisors, Inc
INCREASED
Shares84,045 from 81,441
Change+2,604 (+3%)
Value$2.0M (+$56.1K)
Filed 2026-02-06
Wick Capital Partners, LLC
NEW
Shares62,744
Change+62,744
Value$1.5M
Filed 2026-03-02
HM Payson & Co
CLOSED
Shares0 from 5,143,296
Change-5,143,296 (-100%)
Value$0 (-$120.2M)
Filed 2026-02-12
Morgan Stanley
CLOSED
Shares0 from 3,637,216
Change-3,637,216 (-100%)
Value$0 (-$85.0M)
Filed 2026-05-27
Bank of America Corp
CLOSED
Shares0 from 3,607,395
Change-3,607,395 (-100%)
Value$0 (-$84.3M)
Filed 2026-02-17
LPL Financial LLC
CLOSED
Shares0 from 2,982,206
Change-2,982,206 (-100%)
Value$0 (-$69.7M)
Filed 2026-02-11
Capital Investment Advisors, LLC
CLOSED
Shares0 from 2,379,201
Change-2,379,201 (-100%)
Value$0 (-$55.6M)
Filed 2026-01-13
Connecticut Wealth Management, LLC
CLOSED
Shares0 from 1,317,353
Change-1,317,353 (-100%)
Value$0 (-$30.8M)
Filed 2026-02-12
UBS Group AG
CLOSED
Shares0 from 1,255,416
Change-1,255,416 (-100%)
Value$0 (-$29.3M)
Filed 2026-01-29
Belpointe Asset Management LLC
CLOSED
Shares0 from 1,223,317
Change-1,223,317 (-100%)
Value$0 (-$28.6M)
Filed 2026-01-27
Wells Fargo & Company
CLOSED
Shares0 from 1,153,804
Change-1,153,804 (-100%)
Value$0 (-$27.0M)
Filed 2026-02-13
Integrated Wealth Concepts LLC
CLOSED
Shares0 from 1,114,964
Change-1,114,964 (-100%)
Value$0 (-$26.1M)
Filed 2026-02-13
Hills Bank & Trust Co
CLOSED
Shares0 from 1,013,478
Change-1,013,478 (-100%)
Value$0 (-$23.7M)
Filed 2026-02-05
United Capital Financial Advisors, LLC
CLOSED
Shares0 from 1,001,688
Change-1,001,688 (-100%)
Value$0 (-$23.4M)
Filed 2026-02-17
Captrust Financial Advisors
CLOSED
Shares0 from 935,003
Change-935,003 (-100%)
Value$0 (-$21.8M)
Filed 2026-02-17
Osaic Holdings, Inc.
CLOSED
Shares0 from 891,071
Change-891,071 (-100%)
Value$0 (-$20.8M)
Filed 2026-02-17
Denver PWM, LLC
CLOSED
Shares0 from 875,267
Change-875,267 (-100%)
Value$0 (-$20.4M)
Filed 2026-02-11
Krilogy Financial LLC
CLOSED
Shares0 from 864,560
Change-864,560 (-100%)
Value$0 (-$20.1M)
Filed 2026-01-27
Raymond James Financial Inc
CLOSED
Shares0 from 829,363
Change-829,363 (-100%)
Value$0 (-$19.4M)
Filed 2026-02-18
Envestnet Asset Management Inc
CLOSED
Shares0 from 818,559
Change-818,559 (-100%)
Value$0 (-$19.1M)
Filed 2026-02-10
Horizon Advisory Services, Inc.
CLOSED
Shares0 from 812,269
Change-812,269 (-100%)
Value$0 (-$19.0M)
Filed 2026-01-29
Delta Wealth Advisors LLC
CLOSED
Shares0 from 726,014
Change-726,014 (-100%)
Value$0 (-$17.0M)
Filed 2026-01-28
Northwestern Mutual Wealth Management Co
CLOSED
Shares0 from 704,703
Change-704,703 (-100%)
Value$0 (-$16.5M)
Filed 2026-02-10
NewEdge Advisors, LLC
CLOSED
Shares0 from 683,168
Change-683,168 (-100%)
Value$0 (-$16.0M)
Filed 2026-02-18
MV Capital Management, Inc.
CLOSED
Shares0 from 651,601
Change-651,601 (-100%)
Value$0 (-$15.2M)
Filed 2026-02-23
Moseley Investment Management Inc
CLOSED
Shares0 from 607,725
Change-607,725 (-100%)
Value$0 (-$14.2M)
Filed 2026-01-20
Thrivent Financial for Lutherans
CLOSED
Shares0 from 589,764
Change-589,764 (-100%)
Value$0 (-$13.8K)
Filed 2026-02-05
Carnegie Investment Counsel
CLOSED
Shares0 from 578,860
Change-578,860 (-100%)
Value$0 (-$13.5M)
Filed 2026-01-23
Wealth Enhancement Advisory Services, LLC
CLOSED
Shares0 from 565,565
Change-565,565 (-100%)
Value$0 (-$13.2M)
Filed 2026-01-08
Wealth Management Strategies, Inc.
CLOSED
Shares0 from 534,122
Change-534,122 (-100%)
Value$0 (-$12.5M)
Filed 2026-02-17
MKT Advisors LLC
CLOSED
Shares0 from 533,571
Change-533,571 (-100%)
Value$0 (-$12.4M)
Filed 2026-01-08
Scissortail Wealth Management, LLC
CLOSED
Shares0 from 526,907
Change-526,907 (-100%)
Value$0 (-$12.3M)
Filed 2026-01-29
Apella Capital, LLC
CLOSED
Shares0 from 483,006
Change-483,006 (-100%)
Value$0 (-$11.3M)
Filed 2026-01-21
Royal Bank of Canada
CLOSED
Shares0 from 466,111
Change-466,111 (-100%)
Value$0 (-$10.9M)
Filed 2026-02-17
Asset Dedication, LLC
CLOSED
Shares0 from 418,052
Change-418,052 (-100%)
Value$0 (-$9.8M)
Filed 2026-01-26
Sanctuary Advisors, LLC
CLOSED
Shares0 from 410,349
Change-410,349 (-100%)
Value$0 (-$9.6M)
Filed 2026-01-29
CreativeOne Wealth, LLC
CLOSED
Shares0 from 402,532
Change-402,532 (-100%)
Value$0 (-$9.4M)
Filed 2026-02-13
Baltimore-Washington Financial Advisors, Inc.
CLOSED
Shares0 from 384,131
Change-384,131 (-100%)
Value$0 (-$9.0M)
Filed 2026-02-13
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 382,949
Change-382,949 (-100%)
Value$0 (-$8.9K)
Filed 2026-02-12
Janney Montgomery Scott LLC
CLOSED
Shares0 from 378,018
Change-378,018 (-100%)
Value$0 (-$8.8K)
Filed 2026-02-11
Mesirow Financial Investment Management, Inc.
CLOSED
Shares0 from 377,248
Change-377,248 (-100%)
Value$0 (-$8.8M)
Filed 2026-02-05
Stifel Financial Corp
CLOSED
Shares0 from 375,983
Change-375,983 (-100%)
Value$0 (-$8.8M)
Filed 2026-02-13
Rockefeller Capital Management L.P.
CLOSED
Shares0 from 365,571
Change-365,571 (-100%)
Value$0 (-$8.5M)
Filed 2026-03-17
NorthCoast Asset Management LLC
CLOSED
Shares0 from 356,776
Change-356,776 (-100%)
Value$0 (-$8.3M)
Filed 2026-02-20
Central Trust Co
CLOSED
Shares0 from 347,530
Change-347,530 (-100%)
Value$0 (-$8.1M)
Filed 2026-02-02
Financial Engines Advisors L.L.C.
CLOSED
Shares0 from 328,500
Change-328,500 (-100%)
Value$0 (-$7.7M)
Filed 2026-02-12
Brookstone Capital Management
CLOSED
Shares0 from 327,742
Change-327,742 (-100%)
Value$0 (-$7.7M)
Filed 2026-01-15
GPS Wealth Strategies Group, LLC
CLOSED
Shares0 from 311,999
Change-311,999 (-100%)
Value$0 (-$7.3M)
Filed 2026-02-06
Lido Advisors, LLC
CLOSED
Shares0 from 310,325
Change-310,325 (-100%)
Value$0 (-$7.3M)
Filed 2026-02-10
Baird Financial Group, Inc.
CLOSED
Shares0 from 291,427
Change-291,427 (-100%)
Value$0 (-$6.8M)
Filed 2026-02-13
MAI Capital Management
CLOSED
Shares0 from 286,499
Change-286,499 (-100%)
Value$0 (-$6.7M)
Filed 2026-02-13
Asset Advisors Investment Management, LLC
CLOSED
Shares0 from 282,837
Change-282,837 (-100%)
Value$0 (-$6.6M)
Filed 2026-01-23
PSI Advisors, LLC
CLOSED
Shares0 from 261,279
Change-261,279 (-100%)
Value$0 (-$6.1M)
Filed 2026-02-09
Faithward Advisors, LLC
CLOSED
Shares0 from 243,052
Change-243,052 (-100%)
Value$0 (-$5.7M)
Filed 2026-02-17
Trinity Wealth Management, LLC
CLOSED
Shares0 from 242,144
Change-242,144 (-100%)
Value$0 (-$5.7M)
Filed 2026-01-15
Mercer Global Advisors Inc
CLOSED
Shares0 from 232,529
Change-232,529 (-100%)
Value$0 (-$5.4M)
Filed 2026-02-18
Midwest Professional Planners, Ltd.
CLOSED
Shares0 from 226,717
Change-226,717 (-100%)
Value$0 (-$5.3M)
Filed 2026-02-06
Archer Investment Corp
CLOSED
Shares0 from 226,307
Change-226,307 (-100%)
Value$0 (-$5.3M)
Filed 2026-01-30
Mariner, LLC
CLOSED
Shares0 from 226,003
Change-226,003 (-100%)
Value$0 (-$5.3M)
Filed 2026-02-13
Keeler Thomas Management LLC
CLOSED
Shares0 from 214,625
Change-214,625 (-100%)
Value$0 (-$5.0M)
Filed 2026-02-12
Oppenheimer Asset Management Inc.
CLOSED
Shares0 from 212,025
Change-212,025 (-100%)
Value$0 (-$5.0M)
Filed 2026-02-02
Cetera Investment Advisers
CLOSED
Shares0 from 208,730
Change-208,730 (-100%)
Value$0 (-$4.9M)
Filed 2026-02-17
HighTower Advisors, LLC
CLOSED
Shares0 from 205,345
Change-205,345 (-100%)
Value$0 (-$4.8M)
Filed 2026-02-06
Eldridge Investment Advisors, Inc.
CLOSED
Shares0 from 201,969
Change-201,969 (-100%)
Value$0 (-$4.7M)
Filed 2026-02-11
Jane Street Group, LLC
CLOSED
Shares0 from 199,961
Change-199,961 (-100%)
Value$0 (-$4.7M)
Filed 2026-02-12
Rebalance, LLC
CLOSED
Shares0 from 198,822
Change-198,822 (-100%)
Value$0 (-$4.6M)
Filed 2026-01-15
Sound View Wealth Advisors Group, LLC
CLOSED
Shares0 from 191,032
Change-191,032 (-100%)
Value$0 (-$4.5M)
Filed 2026-01-08
Gradient Investments LLC
CLOSED
Shares0 from 182,445
Change-182,445 (-100%)
Value$0 (-$4.3M)
Filed 2026-01-08
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 178,632
Change-178,632 (-100%)
Value$0 (-$4.2K)
Filed 2026-02-05
Lunt Capital Management, Inc.
CLOSED
Shares0 from 177,447
Change-177,447 (-100%)
Value$0 (-$4.1M)
Filed 2026-01-23
Wealthspire Advisors, LLC
CLOSED
Shares0 from 168,436
Change-168,436 (-100%)
Value$0 (-$3.9M)
Filed 2026-02-13
Globalt Investments LLC / GA
CLOSED
Shares0 from 162,900
Change-162,900 (-100%)
Value$0 (-$3.8M)
Filed 2026-02-06
Probity Advisors, Inc.
CLOSED
Shares0 from 161,372
Change-161,372 (-100%)
Value$0 (-$3.8M)
Filed 2026-01-27
Strategic Blueprint, LLC
CLOSED
Shares0 from 153,527
Change-153,527 (-100%)
Value$0 (-$3.6M)
Filed 2026-01-30
Focus Partners Wealth
CLOSED
Shares0 from 133,486
Change-133,486 (-100%)
Value$0 (-$3.1M)
Filed 2026-02-13
Wealth Watch Advisors, Inc
CLOSED
Shares0 from 132,608
Change-132,608 (-100%)
Value$0 (-$3.1M)
Filed 2026-02-17
Ashton Thomas Private Wealth, LLC
CLOSED
Shares0 from 132,430
Change-132,430 (-100%)
Value$0 (-$3.1M)
Filed 2026-01-29
GTS Securities LLC
CLOSED
Shares0 from 130,146
Change-130,146 (-100%)
Value$0 (-$3.0M)
Filed 2026-02-13
Valmark Advisers, Inc.
CLOSED
Shares0 from 128,347
Change-128,347 (-100%)
Value$0 (-$3.0M)
Filed 2026-01-26
TFR Capital, Llc.
CLOSED
Shares0 from 128,183
Change-128,183 (-100%)
Value$0 (-$3.0M)
Filed 2026-01-27
CWM, LLC
CLOSED
Shares0 from 125,198
Change-125,198 (-100%)
Value$0 (-$2.9K)
Filed 2026-01-26
Lantz Financial LLC
CLOSED
Shares0 from 119,558
Change-119,558 (-100%)
Value$0 (-$2.8M)
Filed 2026-01-14
Leavell Investment Management, Inc.
CLOSED
Shares0 from 119,206
Change-119,206 (-100%)
Value$0 (-$2.8M)
Filed 2026-02-09
Stockman Wealth Management, Inc.
CLOSED
Shares0 from 119,006
Change-119,006 (-100%)
Value$0 (-$2.8M)
Filed 2026-01-29
KOM Wealth Management Group, LLC
CLOSED
Shares0 from 118,902
Change-118,902 (-100%)
Value$0 (-$2.8M)
Filed 2026-01-23
Money Concepts Capital Corp
CLOSED
Shares0 from 118,085
Change-118,085 (-100%)
Value$0 (-$2.8M)
Filed 2026-02-04
Transcend Capital Advisors, LLC
CLOSED
Shares0 from 117,451
Change-117,451 (-100%)
Value$0 (-$2.7M)
Filed 2026-01-23
Howland Capital Management LLC
CLOSED
Shares0 from 112,627
Change-112,627 (-100%)
Value$0 (-$2.6M)
Filed 2026-02-13
Signaturefd, LLC
CLOSED
Shares0 from 109,712
Change-109,712 (-100%)
Value$0 (-$2.6M)
Filed 2026-01-20
Parkside Financial Bank & Trust
CLOSED
Shares0 from 107,619
Change-107,619 (-100%)
Value$0 (-$2.5M)
Filed 2026-02-13
Atria Investments, Inc
CLOSED
Shares0 from 106,670
Change-106,670 (-100%)
Value$0 (-$2.5M)
Filed 2026-02-05
Drive Wealth Management, LLC
CLOSED
Shares0 from 106,629
Change-106,629 (-100%)
Value$0 (-$2.5M)
Filed 2026-02-04
Portland Global Advisors LLC
CLOSED
Shares0 from 106,377
Change-106,377 (-100%)
Value$0 (-$2.5M)
Filed 2026-02-10
High Note Wealth, LLC
CLOSED
Shares0 from 103,677
Change-103,677 (-100%)
Value$0 (-$2.4M)
Filed 2026-02-05
Global Retirement Partners, LLC
CLOSED
Shares0 from 101,035
Change-101,035 (-100%)
Value$0 (-$2.4M)
Filed 2026-02-06
SCS Capital Management LLC
CLOSED
Shares0 from 99,449
Change-99,449 (-100%)
Value$0 (-$2.3M)
Filed 2026-02-10
Compound Planning, Inc.
CLOSED
Shares0 from 97,157
Change-97,157 (-100%)
Value$0 (-$2.3M)
Filed 2026-02-19
Equitable Holdings, Inc.
CLOSED
Shares0 from 95,027
Change-95,027 (-100%)
Value$0 (-$2.2M)
Filed 2026-02-17
IFG Advisory, LLC
CLOSED
Shares0 from 93,466
Change-93,466 (-100%)
Value$0 (-$2.2M)
Filed 2026-02-10
Private Advisor Group, LLC
CLOSED
Shares0 from 90,811
Change-90,811 (-100%)
Value$0 (-$2.1M)
Filed 2026-02-17
Gould Asset Management LLC
CLOSED
Shares0 from 87,102
Change-87,102 (-100%)
Value$0 (-$2.0M)
Filed 2026-02-17
Mill Creek Capital Advisors, LLC
CLOSED
Shares0 from 86,385
Change-86,385 (-100%)
Value$0 (-$2.0M)
Filed 2026-02-13
Goldman Sachs Group Inc
CLOSED
Shares0 from 85,608
Change-85,608 (-100%)
Value$0 (-$2.0M)
Filed 2026-03-25
Essential Planning, Llc.
CLOSED
Shares0 from 85,373
Change-85,373 (-100%)
Value$0 (-$2.0M)
Filed 2026-01-15
Stratos Wealth Partners, Ltd.
CLOSED
Shares0 from 82,499
Change-82,499 (-100%)
Value$0 (-$1.9M)
Filed 2026-01-20
Allworth Financial LP
CLOSED
Shares0 from 82,048
Change-82,048 (-100%)
Value$0 (-$1.9M)
Filed 2026-02-05
Klaas Financial Asset Advisors, LLC
CLOSED
Shares0 from 81,909
Change-81,909 (-100%)
Value$0 (-$1.9M)
Filed 2026-01-27
Fourth Dimension Wealth, LLC
CLOSED
Shares0 from 80,956
Change-80,956 (-100%)
Value$0 (-$1.9M)
Filed 2026-02-04
Crestmont Private Wealth LLC
CLOSED
Shares0 from 78,434
Change-78,434 (-100%)
Value$0 (-$1.8M)
Filed 2026-02-10
Templeton & Phillips Capital Management, LLC
CLOSED
Shares0 from 77,443
Change-77,443 (-100%)
Value$0 (-$1.8M)
Filed 2026-02-13
Associated Banc-Corp
CLOSED
Shares0 from 77,140
Change-77,140 (-100%)
Value$0 (-$1.8M)
Filed 2026-02-06
Phillips Financial Management, LLC
CLOSED
Shares0 from 74,079
Change-74,079 (-100%)
Value$0 (-$1.7M)
Filed 2026-01-26
Hughes Financial Services, LLC
CLOSED
Shares0 from 69,230
Change-69,230 (-100%)
Value$0 (-$1.6M)
Filed 2026-02-11
Austin Private Wealth, LLC
CLOSED
Shares0 from 68,672
Change-68,672 (-100%)
Value$0 (-$1.6M)
Filed 2026-01-20
International Assets Investment Management, LLC
CLOSED
Shares0 from 68,063
Change-68,063 (-100%)
Value$0 (-$1.6M)
Filed 2026-02-03
Susquehanna International Group, LLP
CLOSED
Shares0 from 67,765
Change-67,765 (-100%)
Value$0 (-$1.6M)
Filed 2026-02-17
True Link Financial Advisors, LLC
CLOSED
Shares0 from 66,217
Change-66,217 (-100%)
Value$0 (-$1.5M)
Filed 2026-01-29
Kestra Advisory Services, LLC
CLOSED
Shares0 from 65,076
Change-65,076 (-100%)
Value$0 (-$1.5M)
Filed 2026-02-13
Citadel Advisors LLC
CLOSED
Shares0 from 64,767
Change-64,767 (-100%)
Value$0 (-$1.5M)
Filed 2026-02-17
Cannon Financial Strategists, Inc.
CLOSED
Shares0 from 62,944
Change-62,944 (-100%)
Value$0 (-$1.5M)
Filed 2026-02-04
Reliant Wealth Planning
CLOSED
Shares0 from 61,955
Change-61,955 (-100%)
Value$0 (-$1.4M)
Filed 2026-02-12
Endowment Wealth Management, Inc.
CLOSED
Shares0 from 60,285
Change-60,285 (-100%)
Value$0 (-$1.4M)
Filed 2026-02-09
Riverchase Wealth Management, LLC
CLOSED
Shares0 from 58,997
Change-58,997 (-100%)
Value$0 (-$1.4M)
Filed 2026-02-02
Avantax Planning Partners, Inc.
CLOSED
Shares0 from 57,733
Change-57,733 (-100%)
Value$0 (-$1.3M)
Filed 2026-02-05
4J Wealth Management LLC
CLOSED
Shares0 from 52,674
Change-52,674 (-100%)
Value$0 (-$1.2M)
Filed 2026-01-15
Berger Financial Group, Inc
CLOSED
Shares0 from 52,234
Change-52,234 (-100%)
Value$0 (-$1.2M)
Filed 2026-01-27
Creative Planning
CLOSED
Shares0 from 51,597
Change-51,597 (-100%)
Value$0 (-$1.2M)
Filed 2026-02-17
Merit Financial Group, LLC
CLOSED
Shares0 from 51,283
Change-51,283 (-100%)
Value$0 (-$1.2M)
Filed 2026-01-26
Evexia Wealth LLC
CLOSED
Shares0 from 49,795
Change-49,795 (-100%)
Value$0 (-$1.2M)
Filed 2026-01-16
Montag A & Associates Inc
CLOSED
Shares0 from 48,315
Change-48,315 (-100%)
Value$0 (-$1.1M)
Filed 2026-02-02
Consolidated Portfolio Review Corp
CLOSED
Shares0 from 48,051
Change-48,051 (-100%)
Value$0 (-$1.1M)
Filed 2026-01-26
Kestra Private Wealth Services, LLC
CLOSED
Shares0 from 47,174
Change-47,174 (-100%)
Value$0 (-$1.1M)
Filed 2026-01-29
Schmidt P J Investment Management Inc
CLOSED
Shares0 from 46,057
Change-46,057 (-100%)
Value$0 (-$1.1M)
Filed 2026-01-28
Park Avenue Securities LLC
CLOSED
Shares0 from 44,035
Change-44,035 (-100%)
Value$0 (-$1.0K)
Filed 2026-01-05
Tower Research Capital LLC (TRC)
CLOSED
Shares0 from 43,902
Change-43,902 (-100%)
Value$0 (-$1.0M)
Filed 2026-02-17
Stonebridge Financial Group, LLC
CLOSED
Shares0 from 43,455
Change-43,455 (-100%)
Value$0 (-$1.0M)
Filed 2026-01-21
Cambridge Financial Group, LLC
CLOSED
Shares0 from 43,336
Change-43,336 (-100%)
Value$0 (-$1.0M)
Filed 2026-01-09
Csenge Advisory Group
CLOSED
Shares0 from 43,185
Change-43,185 (-100%)
Value$0 (-$1.0M)
Filed 2026-02-06
Knollwood Investment Advisory, LLC
CLOSED
Shares0 from 42,900
Change-42,900 (-100%)
Value$0 (-$1.0M)
Filed 2026-02-13
Montecito Bank & Trust
CLOSED
Shares0 from 42,706
Change-42,706 (-100%)
Value$0 (-$997.8K)
Filed 2026-01-09
Balentine LLC
CLOSED
Shares0 from 42,608
Change-42,608 (-100%)
Value$0 (-$995.5K)
Filed 2026-02-02
Horizons Wealth Management
CLOSED
Shares0 from 41,335
Change-41,335 (-100%)
Value$0 (-$965.8K)
Filed 2026-01-05
Wealth Advisory Solutions, LLC
CLOSED
Shares0 from 41,191
Change-41,191 (-100%)
Value$0 (-$962.4K)
Filed 2026-01-16
Beacon Financial Planning, Inc
CLOSED
Shares0 from 40,555
Change-40,555 (-100%)
Value$0 (-$947.6K)
Filed 2026-01-22
Modern Wealth Management, LLC
CLOSED
Shares0 from 40,116
Change-40,116 (-100%)
Value$0 (-$937.3K)
Filed 2026-02-17
Summit Wealth Partners, LLC
CLOSED
Shares0 from 36,869
Change-36,869 (-100%)
Value$0 (-$861.4K)
Filed 2026-01-27
Granite Harbor Advisors, Inc.
CLOSED
Shares0 from 35,945
Change-35,945 (-100%)
Value$0 (-$839.9K)
Filed 2026-01-22
Foundry Financial Group, Inc.
CLOSED
Shares0 from 35,129
Change-35,129 (-100%)
Value$0 (-$820.8K)
Filed 2026-02-04
Prospera Financial Services Inc
CLOSED
Shares0 from 34,959
Change-34,959 (-100%)
Value$0 (-$817.2K)
Filed 2026-02-09
Barrett & Company, Inc.
CLOSED
Shares0 from 34,140
Change-34,140 (-100%)
Value$0 (-$797.7K)
Filed 2026-01-28
Washington Trust Advisors, Inc.
CLOSED
Shares0 from 33,687
Change-33,687 (-100%)
Value$0 (-$787.1K)
Filed 2026-02-03
MML Investors Services, LLC
CLOSED
Shares0 from 33,258
Change-33,258 (-100%)
Value$0 (-$777.1K)
Filed 2026-02-13
KFG Wealth Management, LLC
CLOSED
Shares0 from 31,632
Change-31,632 (-100%)
Value$0 (-$739.1K)
Filed 2026-01-21
HRT Financial LP
CLOSED
Shares0 from 31,223
Change-31,223 (-100%)
Value$0 (-$729)
Filed 2026-02-12
Two Sigma Securities, LLC
CLOSED
Shares0 from 31,213
Change-31,213 (-100%)
Value$0 (-$729.3K)
Filed 2026-02-17
Leo Wealth, LLC
CLOSED
Shares0 from 31,193
Change-31,193 (-100%)
Value$0 (-$728.8K)
Filed 2026-01-21
Steward Partners Investment Advisory, LLC
CLOSED
Shares0 from 30,754
Change-30,754 (-100%)
Value$0 (-$718.6K)
Filed 2026-02-12
CIBC World Market Inc.
CLOSED
Shares0 from 29,745
Change-29,745 (-100%)
Value$0 (-$695.0K)
Filed 2026-02-10
Pure Financial Advisors, LLC
CLOSED
Shares0 from 29,327
Change-29,327 (-100%)
Value$0 (-$685.2K)
Filed 2026-03-04
Cascade Investment Group, Inc.
CLOSED
Shares0 from 28,647
Change-28,647 (-100%)
Value$0 (-$669.3K)
Filed 2026-01-22
Seek First Inc.
CLOSED
Shares0 from 28,461
Change-28,461 (-100%)
Value$0 (-$665.0K)
Filed 2026-01-30
Savvy Advisors, Inc.
CLOSED
Shares0 from 28,334
Change-28,334 (-100%)
Value$0 (-$662.0K)
Filed 2026-01-20
Boston Family Office LLC
CLOSED
Shares0 from 28,188
Change-28,188 (-100%)
Value$0 (-$659)
Filed 2026-02-13
Modera Wealth Management, LLC
CLOSED
Shares0 from 27,447
Change-27,447 (-100%)
Value$0 (-$641.3K)
Filed 2026-01-21
Benjamin Edwards Inc
CLOSED
Shares0 from 27,234
Change-27,234 (-100%)
Value$0 (-$636.3K)
Filed 2026-02-02
Accretive Wealth Partners, LLC
CLOSED
Shares0 from 27,218
Change-27,218 (-100%)
Value$0 (-$635.9K)
Filed 2026-01-28
Simplicity Wealth,LLC
CLOSED
Shares0 from 25,980
Change-25,980 (-100%)
Value$0 (-$607.0K)
Filed 2026-01-30
Straight Path Wealth Management
CLOSED
Shares0 from 25,428
Change-25,428 (-100%)
Value$0 (-$594.1K)
Filed 2026-02-11
Element Wealth, LLC
CLOSED
Shares0 from 24,434
Change-24,434 (-100%)
Value$0 (-$570.9K)
Filed 2026-02-13
Stratos Wealth Advisors, LLC
CLOSED
Shares0 from 24,332
Change-24,332 (-100%)
Value$0 (-$568.5K)
Filed 2026-01-20
Huntington National Bank
CLOSED
Shares0 from 24,253
Change-24,253 (-100%)
Value$0 (-$566.7K)
Filed 2026-02-09
Koss-Olinger Consulting, LLC
CLOSED
Shares0 from 23,917
Change-23,917 (-100%)
Value$0 (-$559.0K)
Filed 2026-02-10
Duncker Streett & Co Inc
CLOSED
Shares0 from 23,847
Change-23,847 (-100%)
Value$0 (-$557.2K)
Filed 2026-01-27
Beacon Pointe Advisors, LLC
CLOSED
Shares0 from 22,884
Change-22,884 (-100%)
Value$0 (-$534.7K)
Filed 2026-02-18
Carrera Capital Advisors
CLOSED
Shares0 from 22,585
Change-22,585 (-100%)
Value$0 (-$527.7K)
Filed 2026-01-30
RVW Wealth, LLC
CLOSED
Shares0 from 22,062
Change-22,062 (-100%)
Value$0 (-$515.5K)
Filed 2026-01-12
Compass Ion Advisors, LLC
CLOSED
Shares0 from 21,906
Change-21,906 (-100%)
Value$0 (-$511.8K)
Filed 2026-01-29
D.A. Davidson & Co.
CLOSED
Shares0 from 21,806
Change-21,806 (-100%)
Value$0 (-$509.5K)
Filed 2026-01-29
Financial Advisory Corp
CLOSED
Shares0 from 21,749
Change-21,749 (-100%)
Value$0 (-$508.2K)
Filed 2026-01-27
Thoroughbred Financial Services, LLC
CLOSED
Shares0 from 21,667
Change-21,667 (-100%)
Value$0 (-$506)
Filed 2026-02-10
Signature Wealth Management Group
CLOSED
Shares0 from 21,359
Change-21,359 (-100%)
Value$0 (-$499.1K)
Filed 2026-01-15
Steele Capital Management, Inc.
CLOSED
Shares0 from 21,310
Change-21,310 (-100%)
Value$0 (-$497.9K)
Filed 2026-01-27
Cooper Financial Group
CLOSED
Shares0 from 21,251
Change-21,251 (-100%)
Value$0 (-$496.5K)
Filed 2026-01-08
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CLOSED
Shares0 from 21,141
Change-21,141 (-100%)
Value$0 (-$494.0K)
Filed 2026-01-20
Panoramic Capital Partners, LLC
CLOSED
Shares0 from 20,859
Change-20,859 (-100%)
Value$0 (-$487.4K)
Filed 2026-01-07
Conrad Siegel Investment Advisors, Inc.
CLOSED
Shares0 from 20,631
Change-20,631 (-100%)
Value$0 (-$482.0K)
Filed 2026-01-14
Cherry Tree Wealth Management, LLC
CLOSED
Shares0 from 20,617
Change-20,617 (-100%)
Value$0 (-$481.7K)
Filed 2026-02-10
Novem Group
CLOSED
Shares0 from 20,613
Change-20,613 (-100%)
Value$0 (-$481.6K)
Filed 2026-01-27
Cerity Partners LLC
CLOSED
Shares0 from 20,488
Change-20,488 (-100%)
Value$0 (-$478.7K)
Filed 2026-02-11
Flavin Financial Services, Inc.
CLOSED
Shares0 from 20,317
Change-20,317 (-100%)
Value$0 (-$474.7K)
Filed 2026-02-05
RFP Financial Group LLC
CLOSED
Shares0 from 19,909
Change-19,909 (-100%)
Value$0 (-$465.2K)
Filed 2026-02-13
Centaurus Financial, Inc.
CLOSED
Shares0 from 18,494
Change-18,494 (-100%)
Value$0 (-$432)
Filed 2026-02-13
Tableaux LLC
CLOSED
Shares0 from 18,463
Change-18,463 (-100%)
Value$0 (-$431.4K)
Filed 2026-02-17
Atlantic Trust Group, LLC
CLOSED
Shares0 from 18,400
Change-18,400 (-100%)
Value$0 (-$429.9K)
Filed 2026-02-12
Northstar Group, Inc.
CLOSED
Shares0 from 17,760
Change-17,760 (-100%)
Value$0 (-$415.0K)
Filed 2026-02-13
Cary Street Partners Financial LLC
CLOSED
Shares0 from 17,219
Change-17,219 (-100%)
Value$0 (-$402.3K)
Filed 2026-02-09
Essex Bank
CLOSED
Shares0 from 16,841
Change-16,841 (-100%)
Value$0 (-$393.4K)
Filed 2026-02-02
Rossmore Private Capital
CLOSED
Shares0 from 16,841
Change-16,841 (-100%)
Value$0 (-$393.5K)
Filed 2026-02-05
Savant Capital, LLC
CLOSED
Shares0 from 16,667
Change-16,667 (-100%)
Value$0 (-$389.4K)
Filed 2026-02-10
World Investment Advisors
CLOSED
Shares0 from 16,606
Change-16,606 (-100%)
Value$0 (-$388.0K)
Filed 2026-03-13
CFS Investment Advisory Services, LLC
CLOSED
Shares0 from 16,468
Change-16,468 (-100%)
Value$0 (-$384.5K)
Filed 2026-02-10
Crews Bank & Trust
CLOSED
Shares0 from 16,275
Change-16,275 (-100%)
Value$0 (-$380.3K)
Filed 2026-01-21
Silver OAK Securities, Incorporated
CLOSED
Shares0 from 16,088
Change-16,088 (-100%)
Value$0 (-$375.9K)
Filed 2026-01-15
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 15,854
Change-15,854 (-100%)
Value$0 (-$370.4K)
Filed 2026-02-06
AQR Capital Management LLC
CLOSED
Shares0 from 15,823
Change-15,823 (-100%)
Value$0 (-$369.7K)
Filed 2026-02-17
Foundations Investment Advisors, LLC
CLOSED
Shares0 from 15,638
Change-15,638 (-100%)
Value$0 (-$365.4K)
Filed 2026-02-10
Visionary Wealth Advisors
CLOSED
Shares0 from 15,500
Change-15,500 (-100%)
Value$0 (-$362.2K)
Filed 2026-02-13
Independent Financial Group, LLC
CLOSED
Shares0 from 15,337
Change-15,337 (-100%)
Value$0 (-$358.3K)
Filed 2026-05-15
Farther Finance Advisors, LLC
CLOSED
Shares0 from 15,222
Change-15,222 (-100%)
Value$0 (-$355.7K)
Filed 2026-01-23
Kestra Investment Management, LLC
CLOSED
Shares0 from 14,893
Change-14,893 (-100%)
Value$0 (-$348.0K)
Filed 2026-02-09
Madden Advisory Services, Inc.
CLOSED
Shares0 from 14,544
Change-14,544 (-100%)
Value$0 (-$339.8K)
Filed 2026-02-11
Geneos Wealth Management Inc.
CLOSED
Shares0 from 14,542
Change-14,542 (-100%)
Value$0 (-$339.8K)
Filed 2026-01-28
Jupiter Wealth Management LLC
CLOSED
Shares0 from 14,300
Change-14,300 (-100%)
Value$0 (-$334.1K)
Filed 2026-02-13
Principal Securities, Inc.
CLOSED
Shares0 from 14,157
Change-14,157 (-100%)
Value$0 (-$330.8K)
Filed 2026-02-12
StoneX Group Inc.
CLOSED
Shares0 from 14,105
Change-14,105 (-100%)
Value$0 (-$329.6K)
Filed 2026-02-12
Dorsey & Whitney Trust Co LLC
CLOSED
Shares0 from 13,886
Change-13,886 (-100%)
Value$0 (-$324.4K)
Filed 2026-02-11
Snowden Capital Advisors LLC
CLOSED
Shares0 from 13,789
Change-13,789 (-100%)
Value$0 (-$322.2K)
Filed 2026-02-17
Koshinski Asset Management, Inc.
CLOSED
Shares0 from 13,694
Change-13,694 (-100%)
Value$0 (-$320.0K)
Filed 2026-02-03
Blake Schutter Theil Wealth Advisors, LLC
CLOSED
Shares0 from 13,631
Change-13,631 (-100%)
Value$0 (-$318.5K)
Filed 2026-02-02
Spectrum Asset Management, Inc. (NB )
CLOSED
Shares0 from 13,033
Change-13,033 (-100%)
Value$0 (-$304.5K)
Filed 2026-01-26
Americana Partners, LLC
CLOSED
Shares0 from 12,485
Change-12,485 (-100%)
Value$0 (-$291.7K)
Filed 2026-02-06
Moneco Advisors, LLC
CLOSED
Shares0 from 12,304
Change-12,304 (-100%)
Value$0 (-$287.5K)
Filed 2026-02-04
Prosperity Planning, Inc.
CLOSED
Shares0 from 11,955
Change-11,955 (-100%)
Value$0 (-$279.3K)
Filed 2026-01-14
McLean Asset Management Corp
CLOSED
Shares0 from 11,765
Change-11,765 (-100%)
Value$0 (-$274.1K)
Filed 2026-01-16
Mattern Capital Management, LLC
CLOSED
Shares0 from 11,720
Change-11,720 (-100%)
Value$0 (-$273.8K)
Filed 2026-01-29
Fortis Capital Management LLC
CLOSED
Shares0 from 11,442
Change-11,442 (-100%)
Value$0 (-$267.3K)
Filed 2026-02-13
Liberty Wealth Management LLC
CLOSED
Shares0 from 11,418
Change-11,418 (-100%)
Value$0 (-$266.8K)
Filed 2026-02-04
Resonant Capital Advisors, LLC
CLOSED
Shares0 from 11,371
Change-11,371 (-100%)
Value$0 (-$265.7K)
Filed 2026-01-29
Willis Johnson Wealth, Inc.
CLOSED
Shares0 from 11,370
Change-11,370 (-100%)
Value$0 (-$265.7K)
Filed 2026-01-22
American Trust
CLOSED
Shares0 from 11,328
Change-11,328 (-100%)
Value$0 (-$264.7K)
Filed 2026-02-17
Prime Capital Investment Advisors, LLC
CLOSED
Shares0 from 11,256
Change-11,256 (-100%)
Value$0 (-$263.0K)
Filed 2026-01-21
Coldstream Capital Management Inc
CLOSED
Shares0 from 11,189
Change-11,189 (-100%)
Value$0 (-$261.4K)
Filed 2026-02-09
Black Cypress Capital Management, LLC
CLOSED
Shares0 from 11,096
Change-11,096 (-100%)
Value$0 (-$259.3K)
Filed 2026-02-10
Flagship Private Wealth, LLC
CLOSED
Shares0 from 11,029
Change-11,029 (-100%)
Value$0 (-$257.7K)
Filed 2026-02-04
Mairs & Power Inc
CLOSED
Shares0 from 11,000
Change-11,000 (-100%)
Value$0 (-$324.4K)
Filed 2026-02-17
JIM Saulnier & Associates, LLC
CLOSED
Shares0 from 10,964
Change-10,964 (-100%)
Value$0 (-$256.2K)
Filed 2026-01-29
Empower Advisory Group, LLC
CLOSED
Shares0 from 10,773
Change-10,773 (-100%)
Value$0 (-$251.7K)
Filed 2026-02-12
World Equity Group, Inc.
CLOSED
Shares0 from 10,727
Change-10,727 (-100%)
Value$0 (-$250.6K)
Filed 2026-01-12
Laurel Wealth Advisors LLC
CLOSED
Shares0 from 10,615
Change-10,615 (-100%)
Value$0 (-$248.0K)
Filed 2026-01-30
Journey Advisory Group, LLC
CLOSED
Shares0 from 10,550
Change-10,550 (-100%)
Value$0 (-$246.5K)
Filed 2026-01-27
Princeton Global Asset Management LLC
CLOSED
Shares0 from 10,470
Change-10,470 (-100%)
Value$0 (-$244.6K)
Filed 2026-01-20
Hamel Associates, Inc.
CLOSED
Shares0 from 10,415
Change-10,415 (-100%)
Value$0 (-$243.3K)
Filed 2026-02-11
Sigma Planning Corp
CLOSED
Shares0 from 10,277
Change-10,277 (-100%)
Value$0 (-$240.1K)
Filed 2026-01-30
Beaumont Asset Management, L.L.C.
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$233.7K)
Filed 2026-01-21
Diversify Advisory Services, LLC
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$233.0K)
Filed 2026-01-23
Woodley Farra Manion Portfolio Management Inc
CLOSED
Shares0 from 9,893
Change-9,893 (-100%)
Value$0 (-$231.2K)
Filed 2026-02-12
Physician Wealth Advisors, Inc.
CLOSED
Shares0 from 9,821
Change-9,821 (-100%)
Value$0 (-$229.5K)
Filed 2026-01-29
Advisory Services Network, LLC
CLOSED
Shares0 from 9,534
Change-9,534 (-100%)
Value$0 (-$222.8K)
Filed 2026-02-17
Advance Capital Management, Inc.
CLOSED
Shares0 from 9,435
Change-9,435 (-100%)
Value$0 (-$220.4K)
Filed 2026-01-06
Portland Financial Advisors Inc
CLOSED
Shares0 from 9,279
Change-9,279 (-100%)
Value$0 (-$216.8K)
Filed 2026-02-06
Autumn Glory Partners, LLC
CLOSED
Shares0 from 9,100
Change-9,100 (-100%)
Value$0 (-$212.6K)
Filed 2026-01-27
Mascoma Wealth Management LLC
CLOSED
Shares0 from 9,076
Change-9,076 (-100%)
Value$0 (-$212.1K)
Filed 2026-02-04
Guidance Point Advisors, LLC
CLOSED
Shares0 from 8,966
Change-8,966 (-100%)
Value$0 (-$209.5K)
Filed 2026-02-11
Alterna Wealth Management, Inc
CLOSED
Shares0 from 8,865
Change-8,865 (-100%)
Value$0 (-$207.1K)
Filed 2026-01-23
MGO One Seven LLC
CLOSED
Shares0 from 8,863
Change-8,863 (-100%)
Value$0 (-$207.1K)
Filed 2026-02-03
Burling Wealth Partners, LLC
CLOSED
Shares0 from 8,776
Change-8,776 (-100%)
Value$0 (-$205.1K)
Filed 2026-02-06
49 Wealth Management, LLC
CLOSED
Shares0 from 8,722
Change-8,722 (-100%)
Value$0 (-$203.8K)
Filed 2026-02-04
Comerica Bank
CLOSED
Shares0 from 8,689
Change-8,689 (-100%)
Value$0 (-$203.0K)
Filed 2026-01-29
Accurate Wealth Management, LLC
CLOSED
Shares0 from 8,628
Change-8,628 (-100%)
Value$0 (-$201.1K)
Filed 2026-01-14
McCarthy & Cox
CLOSED
Shares0 from 8,620
Change-8,620 (-100%)
Value$0 (-$201.4K)
Filed 2026-01-23
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 8,580
Change-8,580 (-100%)
Value$0 (-$200.5K)
Filed 2026-02-19
Costello Asset Management, Inc
CLOSED
Shares0 from 8,132
Change-8,132 (-100%)
Value$0 (-$190.0K)
Filed 2026-02-03
Pinnacle Bancorp, Inc.
CLOSED
Shares0 from 7,550
Change-7,550 (-100%)
Value$0 (-$176.4K)
Filed 2026-01-22
AE Wealth Management LLC
CLOSED
Shares0 from 7,479
Change-7,479 (-100%)
Value$0 (-$174.7K)
Filed 2026-01-26
Towne Trust Company, N.a
CLOSED
Shares0 from 6,800
Change-6,800 (-100%)
Value$0 (-$158.9K)
Filed 2026-01-26
Assetmark, Inc
CLOSED
Shares0 from 6,146
Change-6,146 (-100%)
Value$0 (-$143.6K)
Filed 2026-01-23
CNB Bank
CLOSED
Shares0 from 6,075
Change-6,075 (-100%)
Value$0 (-$141.9K)
Filed 2026-02-11
JPMorgan Chase & Co
CLOSED
Shares0 from 5,419
Change-5,419 (-100%)
Value$0 (-$126.6K)
Filed 2026-02-11
Harbour Investments, Inc.
CLOSED
Shares0 from 5,410
Change-5,410 (-100%)
Value$0 (-$126.4K)
Filed 2026-02-09
TD Capital Management LLC
CLOSED
Shares0 from 4,907
Change-4,907 (-100%)
Value$0 (-$114.7K)
Filed 2026-02-26
Private Trust Co NA
CLOSED
Shares0 from 4,295
Change-4,295 (-100%)
Value$0 (-$100.4K)
Filed 2026-01-26
AlphaCore Capital LLC
CLOSED
Shares0 from 3,447
Change-3,447 (-100%)
Value$0 (-$80.5K)
Filed 2026-02-05
2UniFi Bank
CLOSED
Shares0 from 2,891
Change-2,891 (-100%)
Value$0 (-$67.5K)
Filed 2026-02-12
Bogart Wealth, LLC
CLOSED
Shares0 from 2,755
Change-2,755 (-100%)
Value$0 (-$64.4K)
Filed 2026-01-30
Harbor Investment Advisory, LLC
CLOSED
Shares0 from 2,500
Change-2,500 (-100%)
Value$0 (-$58.4K)
Filed 2026-01-07
Hara Capital LLC
CLOSED
Shares0 from 2,094
Change-2,094 (-100%)
Value$0 (-$48.9K)
Filed 2026-01-15
Spire Wealth Management
CLOSED
Shares0 from 2,072
Change-2,072 (-100%)
Value$0 (-$48.4K)
Filed 2026-01-14
Eastern Bank
CLOSED
Shares0 from 1,971
Change-1,971 (-100%)
Value$0 (-$46.1K)
Filed 2026-01-14
Bank of Montreal
CLOSED
Shares0 from 1,611
Change-1,611 (-100%)
Value$0 (-$37.6K)
Filed 2026-02-12
First Command Advisory Services, Inc.
CLOSED
Shares0 from 1,422
Change-1,422 (-100%)
Value$0 (-$33.2K)
Filed 2026-02-11
Atlantic Union Bankshares Corp
CLOSED
Shares0 from 1,045
Change-1,045 (-100%)
Value$0 (-$24.4K)
Filed 2026-02-04
BankPlus Trust Department
CLOSED
Shares0 from 865
Change-865 (-100%)
Value$0 (-$20.2K)
Filed 2026-01-27
Robbins Farley
CLOSED
Shares0 from 858
Change-858 (-100%)
Value$0 (-$20.0K)
Filed 2026-01-23
Kennebec Savings Bank
CLOSED
Shares0 from 849
Change-849 (-100%)
Value$0 (-$19.8K)
Filed 2026-01-22
First Premier Bank
CLOSED
Shares0 from 716
Change-716 (-100%)
Value$0 (-$17)
Filed 2026-01-23
US Bancorp \de\
CLOSED
Shares0 from 650
Change-650 (-100%)
Value$0 (-$15.2K)
Filed 2026-01-30
AdvisorNet Financial, Inc
CLOSED
Shares0 from 650
Change-650 (-100%)
Value$0 (-$15.2K)
Filed 2026-01-20
FMR LLC
CLOSED
Shares0 from 637
Change-637 (-100%)
Value$0 (-$14.9K)
Filed 2026-02-17
Bank of New Hampshire
CLOSED
Shares0 from 495
Change-495 (-100%)
Value$0 (-$11.6K)
Filed 2026-03-16
Franklin Resources Inc
CLOSED
Shares0 from 440
Change-440 (-100%)
Value$0 (-$10.3K)
Filed 2026-02-11
Breakwater Investment Management
CLOSED
Shares0 from 387
Change-387 (-100%)
Value$0 (-$9.0K)
Filed 2026-02-02
Financial Management Professionals, Inc.
CLOSED
Shares0 from 285
Change-285 (-100%)
Value$0 (-$6.7K)
Filed 2026-01-27
Stephens Consulting, LLC
CLOSED
Shares0 from 277
Change-277 (-100%)
Value$0 (-$6.5K)
Filed 2026-01-13
Aptus Capital Advisors, LLC
CLOSED
Shares0 from 191
Change-191 (-100%)
Value$0 (-$4.5K)
Filed 2026-02-13
Clearstead Advisors, LLC
CLOSED
Shares0 from 164
Change-164 (-100%)
Value$0 (-$3.8K)
Filed 2026-02-09
Blue Trust, Inc.
CLOSED
Shares0 from 91
Change-91 (-100%)
Value$0 (-$2.1K)
Filed 2026-01-16
Aventura Private Wealth, LLC
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$117)
Filed 2026-01-07
Russell Investments Group, Ltd.
CLOSED
Shares0 from 0
Change0
Value$0 (-$5)
Filed 2026-02-17
Boreal Capital Management LLC
CLOSED
Shares0 from 0
Change0
Value$0 (-$116.8K)
Filed 2026-02-17
Ameriprise Financial Inc
N/A
Shares— from 180,795
Change-180,795 (-100%)
Value—
Country Club Bank
N/A
Shares— from 163,297
Change-163,297 (-100%)
Value—
Fullcircle Wealth LLC
N/A
Shares— from 74,435
Change-74,435 (-100%)
Value—
AllSquare Wealth Management LLC
N/A
Shares— from 10,004
Change-10,004 (-100%)
Value—
Lokken Investment Group LLC
N/A
Shares— from 8,899
Change-8,899 (-100%)
Value—
Hemington Wealth Management
N/A
Shares— from 1,182
Change-1,182 (-100%)
Value—
FSA Wealth Management LLC
N/A
Shares— from 181
Change-181 (-100%)
Value—
Status
IFP Advisors, Inc
INCREASED84,04581,441+2,604+3%$1.9M$2.0M+$56.1K2026-02-06
Wick Capital Partners, LLC
NEW62,744—+62,744——$1.5M—2026-03-02
HM Payson & Co
CLOSED05,143,296-5,143,296-100%$120.2M$0-$120.2M2026-02-12
Morgan Stanley
CLOSED03,637,216-3,637,216-100%$85.0M$0-$85.0M2026-05-27
Bank of America Corp
CLOSED03,607,395-3,607,395-100%$84.3M$0-$84.3M2026-02-17
LPL Financial LLC
CLOSED02,982,206-2,982,206-100%$69.7M$0-$69.7M2026-02-11
Capital Investment Advisors, LLC
CLOSED02,379,201-2,379,201-100%$55.6M$0-$55.6M2026-01-13
Connecticut Wealth Management, LLC
CLOSED01,317,353-1,317,353-100%$30.8M$0-$30.8M2026-02-12
UBS Group AG
CLOSED01,255,416-1,255,416-100%$29.3M$0-$29.3M2026-01-29
Belpointe Asset Management LLC
CLOSED01,223,317-1,223,317-100%$28.6M$0-$28.6M2026-01-27
Wells Fargo & Company
CLOSED01,153,804-1,153,804-100%$27.0M$0-$27.0M2026-02-13
Integrated Wealth Concepts LLC
CLOSED01,114,964-1,114,964-100%$26.1M$0-$26.1M2026-02-13
Hills Bank & Trust Co
CLOSED01,013,478-1,013,478-100%$23.7M$0-$23.7M2026-02-05
United Capital Financial Advisors, LLC
CLOSED01,001,688-1,001,688-100%$23.4M$0-$23.4M2026-02-17
Captrust Financial Advisors
CLOSED0935,003-935,003-100%$21.8M$0-$21.8M2026-02-17
Osaic Holdings, Inc.
CLOSED0891,071-891,071-100%$20.8M$0-$20.8M2026-02-17
Denver PWM, LLC
CLOSED0875,267-875,267-100%$20.4M$0-$20.4M2026-02-11
Krilogy Financial LLC
CLOSED0864,560-864,560-100%$20.1M$0-$20.1M2026-01-27
Raymond James Financial Inc
CLOSED0829,363-829,363-100%$19.4M$0-$19.4M2026-02-18
Envestnet Asset Management Inc
CLOSED0818,559-818,559-100%$19.1M$0-$19.1M2026-02-10
Horizon Advisory Services, Inc.
CLOSED0812,269-812,269-100%$19.0M$0-$19.0M2026-01-29
Delta Wealth Advisors LLC
CLOSED0726,014-726,014-100%$17.0M$0-$17.0M2026-01-28
Northwestern Mutual Wealth Management Co
CLOSED0704,703-704,703-100%$16.5M$0-$16.5M2026-02-10
NewEdge Advisors, LLC
CLOSED0683,168-683,168-100%$16.0M$0-$16.0M2026-02-18
MV Capital Management, Inc.
CLOSED0651,601-651,601-100%$15.2M$0-$15.2M2026-02-23
Moseley Investment Management Inc
CLOSED0607,725-607,725-100%$14.2M$0-$14.2M2026-01-20
Thrivent Financial for Lutherans
CLOSED0589,764-589,764-100%$13.8K$0-$13.8K2026-02-05
Carnegie Investment Counsel
CLOSED0578,860-578,860-100%$13.5M$0-$13.5M2026-01-23
Wealth Enhancement Advisory Services, LLC
CLOSED0565,565-565,565-100%$13.2M$0-$13.2M2026-01-08
Wealth Management Strategies, Inc.
CLOSED0534,122-534,122-100%$12.5M$0-$12.5M2026-02-17
MKT Advisors LLC
CLOSED0533,571-533,571-100%$12.4M$0-$12.4M2026-01-08
Scissortail Wealth Management, LLC
CLOSED0526,907-526,907-100%$12.3M$0-$12.3M2026-01-29
Apella Capital, LLC
CLOSED0483,006-483,006-100%$11.3M$0-$11.3M2026-01-21
Royal Bank of Canada
CLOSED0466,111-466,111-100%$10.9M$0-$10.9M2026-02-17
Asset Dedication, LLC
CLOSED0418,052-418,052-100%$9.8M$0-$9.8M2026-01-26
Sanctuary Advisors, LLC
CLOSED0410,349-410,349-100%$9.6M$0-$9.6M2026-01-29
CreativeOne Wealth, LLC
CLOSED0402,532-402,532-100%$9.4M$0-$9.4M2026-02-13
Baltimore-Washington Financial Advisors, Inc.
CLOSED0384,131-384,131-100%$9.0M$0-$9.0M2026-02-13
Commonwealth Equity Services, LLC
CLOSED0382,949-382,949-100%$8.9K$0-$8.9K2026-02-12
Janney Montgomery Scott LLC
CLOSED0378,018-378,018-100%$8.8K$0-$8.8K2026-02-11
Mesirow Financial Investment Management, Inc.
CLOSED0377,248-377,248-100%$8.8M$0-$8.8M2026-02-05
Stifel Financial Corp
CLOSED0375,983-375,983-100%$8.8M$0-$8.8M2026-02-13
Rockefeller Capital Management L.P.
CLOSED0365,571-365,571-100%$8.5M$0-$8.5M2026-03-17
NorthCoast Asset Management LLC
CLOSED0356,776-356,776-100%$8.3M$0-$8.3M2026-02-20
Central Trust Co
CLOSED0347,530-347,530-100%$8.1M$0-$8.1M2026-02-02
Financial Engines Advisors L.L.C.
CLOSED0328,500-328,500-100%$7.7M$0-$7.7M2026-02-12
Brookstone Capital Management
CLOSED0327,742-327,742-100%$7.7M$0-$7.7M2026-01-15
GPS Wealth Strategies Group, LLC
CLOSED0311,999-311,999-100%$7.3M$0-$7.3M2026-02-06
Lido Advisors, LLC
CLOSED0310,325-310,325-100%$7.3M$0-$7.3M2026-02-10
Baird Financial Group, Inc.
CLOSED0291,427-291,427-100%$6.8M$0-$6.8M2026-02-13
MAI Capital Management
CLOSED0286,499-286,499-100%$6.7M$0-$6.7M2026-02-13
Asset Advisors Investment Management, LLC
CLOSED0282,837-282,837-100%$6.6M$0-$6.6M2026-01-23
PSI Advisors, LLC
CLOSED0261,279-261,279-100%$6.1M$0-$6.1M2026-02-09
Faithward Advisors, LLC
CLOSED0243,052-243,052-100%$5.7M$0-$5.7M2026-02-17
Trinity Wealth Management, LLC
CLOSED0242,144-242,144-100%$5.7M$0-$5.7M2026-01-15
Mercer Global Advisors Inc
CLOSED0232,529-232,529-100%$5.4M$0-$5.4M2026-02-18
Midwest Professional Planners, Ltd.
CLOSED0226,717-226,717-100%$5.3M$0-$5.3M2026-02-06
Archer Investment Corp
CLOSED0226,307-226,307-100%$5.3M$0-$5.3M2026-01-30
Mariner, LLC
CLOSED0226,003-226,003-100%$5.3M$0-$5.3M2026-02-13
Keeler Thomas Management LLC
CLOSED0214,625-214,625-100%$5.0M$0-$5.0M2026-02-12
Oppenheimer Asset Management Inc.
CLOSED0212,025-212,025-100%$5.0M$0-$5.0M2026-02-02
Cetera Investment Advisers
CLOSED0208,730-208,730-100%$4.9M$0-$4.9M2026-02-17
HighTower Advisors, LLC
CLOSED0205,345-205,345-100%$4.8M$0-$4.8M2026-02-06
Eldridge Investment Advisors, Inc.
CLOSED0201,969-201,969-100%$4.7M$0-$4.7M2026-02-11
Jane Street Group, LLC
CLOSED0199,961-199,961-100%$4.7M$0-$4.7M2026-02-12
Rebalance, LLC
CLOSED0198,822-198,822-100%$4.6M$0-$4.6M2026-01-15
Sound View Wealth Advisors Group, LLC
CLOSED0191,032-191,032-100%$4.5M$0-$4.5M2026-01-08
Gradient Investments LLC
CLOSED0182,445-182,445-100%$4.3M$0-$4.3M2026-01-08
Cambridge Investment Research Advisors, Inc.
CLOSED0178,632-178,632-100%$4.2K$0-$4.2K2026-02-05
Lunt Capital Management, Inc.
CLOSED0177,447-177,447-100%$4.1M$0-$4.1M2026-01-23
Wealthspire Advisors, LLC
CLOSED0168,436-168,436-100%$3.9M$0-$3.9M2026-02-13
Globalt Investments LLC / GA
CLOSED0162,900-162,900-100%$3.8M$0-$3.8M2026-02-06
Probity Advisors, Inc.
CLOSED0161,372-161,372-100%$3.8M$0-$3.8M2026-01-27
Strategic Blueprint, LLC
CLOSED0153,527-153,527-100%$3.6M$0-$3.6M2026-01-30
Focus Partners Wealth
CLOSED0133,486-133,486-100%$3.1M$0-$3.1M2026-02-13
Wealth Watch Advisors, Inc
CLOSED0132,608-132,608-100%$3.1M$0-$3.1M2026-02-17
Ashton Thomas Private Wealth, LLC
CLOSED0132,430-132,430-100%$3.1M$0-$3.1M2026-01-29
GTS Securities LLC
CLOSED0130,146-130,146-100%$3.0M$0-$3.0M2026-02-13
Valmark Advisers, Inc.
CLOSED0128,347-128,347-100%$3.0M$0-$3.0M2026-01-26
TFR Capital, Llc.
CLOSED0128,183-128,183-100%$3.0M$0-$3.0M2026-01-27
CWM, LLC
CLOSED0125,198-125,198-100%$2.9K$0-$2.9K2026-01-26
Lantz Financial LLC
CLOSED0119,558-119,558-100%$2.8M$0-$2.8M2026-01-14
Leavell Investment Management, Inc.
CLOSED0119,206-119,206-100%$2.8M$0-$2.8M2026-02-09
Stockman Wealth Management, Inc.
CLOSED0119,006-119,006-100%$2.8M$0-$2.8M2026-01-29
KOM Wealth Management Group, LLC
CLOSED0118,902-118,902-100%$2.8M$0-$2.8M2026-01-23
Money Concepts Capital Corp
CLOSED0118,085-118,085-100%$2.8M$0-$2.8M2026-02-04
Transcend Capital Advisors, LLC
CLOSED0117,451-117,451-100%$2.7M$0-$2.7M2026-01-23
Howland Capital Management LLC
CLOSED0112,627-112,627-100%$2.6M$0-$2.6M2026-02-13
Signaturefd, LLC
CLOSED0109,712-109,712-100%$2.6M$0-$2.6M2026-01-20
Parkside Financial Bank & Trust
CLOSED0107,619-107,619-100%$2.5M$0-$2.5M2026-02-13
Atria Investments, Inc
CLOSED0106,670-106,670-100%$2.5M$0-$2.5M2026-02-05
Drive Wealth Management, LLC
CLOSED0106,629-106,629-100%$2.5M$0-$2.5M2026-02-04
Portland Global Advisors LLC
CLOSED0106,377-106,377-100%$2.5M$0-$2.5M2026-02-10
High Note Wealth, LLC
CLOSED0103,677-103,677-100%$2.4M$0-$2.4M2026-02-05
Global Retirement Partners, LLC
CLOSED0101,035-101,035-100%$2.4M$0-$2.4M2026-02-06
SCS Capital Management LLC
CLOSED099,449-99,449-100%$2.3M$0-$2.3M2026-02-10
Compound Planning, Inc.
CLOSED097,157-97,157-100%$2.3M$0-$2.3M2026-02-19
Equitable Holdings, Inc.
CLOSED095,027-95,027-100%$2.2M$0-$2.2M2026-02-17
IFG Advisory, LLC
CLOSED093,466-93,466-100%$2.2M$0-$2.2M2026-02-10
Private Advisor Group, LLC
CLOSED090,811-90,811-100%$2.1M$0-$2.1M2026-02-17
Gould Asset Management LLC
CLOSED087,102-87,102-100%$2.0M$0-$2.0M2026-02-17
Mill Creek Capital Advisors, LLC
CLOSED086,385-86,385-100%$2.0M$0-$2.0M2026-02-13
Goldman Sachs Group Inc
CLOSED085,608-85,608-100%$2.0M$0-$2.0M2026-03-25
Essential Planning, Llc.
CLOSED085,373-85,373-100%$2.0M$0-$2.0M2026-01-15
Stratos Wealth Partners, Ltd.
CLOSED082,499-82,499-100%$1.9M$0-$1.9M2026-01-20
Allworth Financial LP
CLOSED082,048-82,048-100%$1.9M$0-$1.9M2026-02-05
Klaas Financial Asset Advisors, LLC
CLOSED081,909-81,909-100%$1.9M$0-$1.9M2026-01-27
Fourth Dimension Wealth, LLC
CLOSED080,956-80,956-100%$1.9M$0-$1.9M2026-02-04
Crestmont Private Wealth LLC
CLOSED078,434-78,434-100%$1.8M$0-$1.8M2026-02-10
Templeton & Phillips Capital Management, LLC
CLOSED077,443-77,443-100%$1.8M$0-$1.8M2026-02-13
Associated Banc-Corp
CLOSED077,140-77,140-100%$1.8M$0-$1.8M2026-02-06
Phillips Financial Management, LLC
CLOSED074,079-74,079-100%$1.7M$0-$1.7M2026-01-26
Hughes Financial Services, LLC
CLOSED069,230-69,230-100%$1.6M$0-$1.6M2026-02-11
Austin Private Wealth, LLC
CLOSED068,672-68,672-100%$1.6M$0-$1.6M2026-01-20
International Assets Investment Management, LLC
CLOSED068,063-68,063-100%$1.6M$0-$1.6M2026-02-03
Susquehanna International Group, LLP
CLOSED067,765-67,765-100%$1.6M$0-$1.6M2026-02-17
True Link Financial Advisors, LLC
CLOSED066,217-66,217-100%$1.5M$0-$1.5M2026-01-29
Kestra Advisory Services, LLC
CLOSED065,076-65,076-100%$1.5M$0-$1.5M2026-02-13
Citadel Advisors LLC
CLOSED064,767-64,767-100%$1.5M$0-$1.5M2026-02-17
Cannon Financial Strategists, Inc.
CLOSED062,944-62,944-100%$1.5M$0-$1.5M2026-02-04
Reliant Wealth Planning
CLOSED061,955-61,955-100%$1.4M$0-$1.4M2026-02-12
Endowment Wealth Management, Inc.
CLOSED060,285-60,285-100%$1.4M$0-$1.4M2026-02-09
Riverchase Wealth Management, LLC
CLOSED058,997-58,997-100%$1.4M$0-$1.4M2026-02-02
Avantax Planning Partners, Inc.
CLOSED057,733-57,733-100%$1.3M$0-$1.3M2026-02-05
4J Wealth Management LLC
CLOSED052,674-52,674-100%$1.2M$0-$1.2M2026-01-15
Berger Financial Group, Inc
CLOSED052,234-52,234-100%$1.2M$0-$1.2M2026-01-27
Creative Planning
CLOSED051,597-51,597-100%$1.2M$0-$1.2M2026-02-17
Merit Financial Group, LLC
CLOSED051,283-51,283-100%$1.2M$0-$1.2M2026-01-26
Evexia Wealth LLC
CLOSED049,795-49,795-100%$1.2M$0-$1.2M2026-01-16
Montag A & Associates Inc
CLOSED048,315-48,315-100%$1.1M$0-$1.1M2026-02-02
Consolidated Portfolio Review Corp
CLOSED048,051-48,051-100%$1.1M$0-$1.1M2026-01-26
Kestra Private Wealth Services, LLC
CLOSED047,174-47,174-100%$1.1M$0-$1.1M2026-01-29
Schmidt P J Investment Management Inc
CLOSED046,057-46,057-100%$1.1M$0-$1.1M2026-01-28
Park Avenue Securities LLC
CLOSED044,035-44,035-100%$1.0K$0-$1.0K2026-01-05
Tower Research Capital LLC (TRC)
CLOSED043,902-43,902-100%$1.0M$0-$1.0M2026-02-17
Stonebridge Financial Group, LLC
CLOSED043,455-43,455-100%$1.0M$0-$1.0M2026-01-21
Cambridge Financial Group, LLC
CLOSED043,336-43,336-100%$1.0M$0-$1.0M2026-01-09
Csenge Advisory Group
CLOSED043,185-43,185-100%$1.0M$0-$1.0M2026-02-06
Knollwood Investment Advisory, LLC
CLOSED042,900-42,900-100%$1.0M$0-$1.0M2026-02-13
Montecito Bank & Trust
CLOSED042,706-42,706-100%$997.8K$0-$997.8K2026-01-09
Balentine LLC
CLOSED042,608-42,608-100%$995.5K$0-$995.5K2026-02-02
Horizons Wealth Management
CLOSED041,335-41,335-100%$965.8K$0-$965.8K2026-01-05
Wealth Advisory Solutions, LLC
CLOSED041,191-41,191-100%$962.4K$0-$962.4K2026-01-16
Beacon Financial Planning, Inc
CLOSED040,555-40,555-100%$947.6K$0-$947.6K2026-01-22
Modern Wealth Management, LLC
CLOSED040,116-40,116-100%$937.3K$0-$937.3K2026-02-17
Summit Wealth Partners, LLC
CLOSED036,869-36,869-100%$861.4K$0-$861.4K2026-01-27
Granite Harbor Advisors, Inc.
CLOSED035,945-35,945-100%$839.9K$0-$839.9K2026-01-22
Foundry Financial Group, Inc.
CLOSED035,129-35,129-100%$820.8K$0-$820.8K2026-02-04
Prospera Financial Services Inc
CLOSED034,959-34,959-100%$817.2K$0-$817.2K2026-02-09
Barrett & Company, Inc.
CLOSED034,140-34,140-100%$797.7K$0-$797.7K2026-01-28
Washington Trust Advisors, Inc.
CLOSED033,687-33,687-100%$787.1K$0-$787.1K2026-02-03
MML Investors Services, LLC
CLOSED033,258-33,258-100%$777.1K$0-$777.1K2026-02-13
KFG Wealth Management, LLC
CLOSED031,632-31,632-100%$739.1K$0-$739.1K2026-01-21
HRT Financial LP
CLOSED031,223-31,223-100%$729$0-$7292026-02-12
Two Sigma Securities, LLC
CLOSED031,213-31,213-100%$729.3K$0-$729.3K2026-02-17
Leo Wealth, LLC
CLOSED031,193-31,193-100%$728.8K$0-$728.8K2026-01-21
Steward Partners Investment Advisory, LLC
CLOSED030,754-30,754-100%$718.6K$0-$718.6K2026-02-12
CIBC World Market Inc.
CLOSED029,745-29,745-100%$695.0K$0-$695.0K2026-02-10
Pure Financial Advisors, LLC
CLOSED029,327-29,327-100%$685.2K$0-$685.2K2026-03-04
Cascade Investment Group, Inc.
CLOSED028,647-28,647-100%$669.3K$0-$669.3K2026-01-22
Seek First Inc.
CLOSED028,461-28,461-100%$665.0K$0-$665.0K2026-01-30
Savvy Advisors, Inc.
CLOSED028,334-28,334-100%$662.0K$0-$662.0K2026-01-20
Boston Family Office LLC
CLOSED028,188-28,188-100%$659$0-$6592026-02-13
Modera Wealth Management, LLC
CLOSED027,447-27,447-100%$641.3K$0-$641.3K2026-01-21
Benjamin Edwards Inc
CLOSED027,234-27,234-100%$636.3K$0-$636.3K2026-02-02
Accretive Wealth Partners, LLC
CLOSED027,218-27,218-100%$635.9K$0-$635.9K2026-01-28
Simplicity Wealth,LLC
CLOSED025,980-25,980-100%$607.0K$0-$607.0K2026-01-30
Straight Path Wealth Management
CLOSED025,428-25,428-100%$594.1K$0-$594.1K2026-02-11
Element Wealth, LLC
CLOSED024,434-24,434-100%$570.9K$0-$570.9K2026-02-13
Stratos Wealth Advisors, LLC
CLOSED024,332-24,332-100%$568.5K$0-$568.5K2026-01-20
Huntington National Bank
CLOSED024,253-24,253-100%$566.7K$0-$566.7K2026-02-09
Koss-Olinger Consulting, LLC
CLOSED023,917-23,917-100%$559.0K$0-$559.0K2026-02-10
Duncker Streett & Co Inc
CLOSED023,847-23,847-100%$557.2K$0-$557.2K2026-01-27
Beacon Pointe Advisors, LLC
CLOSED022,884-22,884-100%$534.7K$0-$534.7K2026-02-18
Carrera Capital Advisors
CLOSED022,585-22,585-100%$527.7K$0-$527.7K2026-01-30
RVW Wealth, LLC
CLOSED022,062-22,062-100%$515.5K$0-$515.5K2026-01-12
Compass Ion Advisors, LLC
CLOSED021,906-21,906-100%$511.8K$0-$511.8K2026-01-29
D.A. Davidson & Co.
CLOSED021,806-21,806-100%$509.5K$0-$509.5K2026-01-29
Financial Advisory Corp
CLOSED021,749-21,749-100%$508.2K$0-$508.2K2026-01-27
Thoroughbred Financial Services, LLC
CLOSED021,667-21,667-100%$506$0-$5062026-02-10
Signature Wealth Management Group
CLOSED021,359-21,359-100%$499.1K$0-$499.1K2026-01-15
Steele Capital Management, Inc.
CLOSED021,310-21,310-100%$497.9K$0-$497.9K2026-01-27
Cooper Financial Group
CLOSED021,251-21,251-100%$496.5K$0-$496.5K2026-01-08
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
CLOSED021,141-21,141-100%$494.0K$0-$494.0K2026-01-20
Panoramic Capital Partners, LLC
CLOSED020,859-20,859-100%$487.4K$0-$487.4K2026-01-07
Conrad Siegel Investment Advisors, Inc.
CLOSED020,631-20,631-100%$482.0K$0-$482.0K2026-01-14
Cherry Tree Wealth Management, LLC
CLOSED020,617-20,617-100%$481.7K$0-$481.7K2026-02-10
Novem Group
CLOSED020,613-20,613-100%$481.6K$0-$481.6K2026-01-27
Cerity Partners LLC
CLOSED020,488-20,488-100%$478.7K$0-$478.7K2026-02-11
Flavin Financial Services, Inc.
CLOSED020,317-20,317-100%$474.7K$0-$474.7K2026-02-05
RFP Financial Group LLC
CLOSED019,909-19,909-100%$465.2K$0-$465.2K2026-02-13
Centaurus Financial, Inc.
CLOSED018,494-18,494-100%$432$0-$4322026-02-13
Tableaux LLC
CLOSED018,463-18,463-100%$431.4K$0-$431.4K2026-02-17
Atlantic Trust Group, LLC
CLOSED018,400-18,400-100%$429.9K$0-$429.9K2026-02-12
Northstar Group, Inc.
CLOSED017,760-17,760-100%$415.0K$0-$415.0K2026-02-13
Cary Street Partners Financial LLC
CLOSED017,219-17,219-100%$402.3K$0-$402.3K2026-02-09
Essex Bank
CLOSED016,841-16,841-100%$393.4K$0-$393.4K2026-02-02
Rossmore Private Capital
CLOSED016,841-16,841-100%$393.5K$0-$393.5K2026-02-05
Savant Capital, LLC
CLOSED016,667-16,667-100%$389.4K$0-$389.4K2026-02-10
World Investment Advisors
CLOSED016,606-16,606-100%$388.0K$0-$388.0K2026-03-13
CFS Investment Advisory Services, LLC
CLOSED016,468-16,468-100%$384.5K$0-$384.5K2026-02-10
Crews Bank & Trust
CLOSED016,275-16,275-100%$380.3K$0-$380.3K2026-01-21
Silver OAK Securities, Incorporated
CLOSED016,088-16,088-100%$375.9K$0-$375.9K2026-01-15
PNC Financial Services Group, Inc.
CLOSED015,854-15,854-100%$370.4K$0-$370.4K2026-02-06
AQR Capital Management LLC
CLOSED015,823-15,823-100%$369.7K$0-$369.7K2026-02-17
Foundations Investment Advisors, LLC
CLOSED015,638-15,638-100%$365.4K$0-$365.4K2026-02-10
Visionary Wealth Advisors
CLOSED015,500-15,500-100%$362.2K$0-$362.2K2026-02-13
Independent Financial Group, LLC
CLOSED015,337-15,337-100%$358.3K$0-$358.3K2026-05-15
Farther Finance Advisors, LLC
CLOSED015,222-15,222-100%$355.7K$0-$355.7K2026-01-23
Kestra Investment Management, LLC
CLOSED014,893-14,893-100%$348.0K$0-$348.0K2026-02-09
Madden Advisory Services, Inc.
CLOSED014,544-14,544-100%$339.8K$0-$339.8K2026-02-11
Geneos Wealth Management Inc.
CLOSED014,542-14,542-100%$339.8K$0-$339.8K2026-01-28
Jupiter Wealth Management LLC
CLOSED014,300-14,300-100%$334.1K$0-$334.1K2026-02-13
Principal Securities, Inc.
CLOSED014,157-14,157-100%$330.8K$0-$330.8K2026-02-12
StoneX Group Inc.
CLOSED014,105-14,105-100%$329.6K$0-$329.6K2026-02-12
Dorsey & Whitney Trust Co LLC
CLOSED013,886-13,886-100%$324.4K$0-$324.4K2026-02-11
Snowden Capital Advisors LLC
CLOSED013,789-13,789-100%$322.2K$0-$322.2K2026-02-17
Koshinski Asset Management, Inc.
CLOSED013,694-13,694-100%$320.0K$0-$320.0K2026-02-03
Blake Schutter Theil Wealth Advisors, LLC
CLOSED013,631-13,631-100%$318.5K$0-$318.5K2026-02-02
Spectrum Asset Management, Inc. (NB )
CLOSED013,033-13,033-100%$304.5K$0-$304.5K2026-01-26
Americana Partners, LLC
CLOSED012,485-12,485-100%$291.7K$0-$291.7K2026-02-06
Moneco Advisors, LLC
CLOSED012,304-12,304-100%$287.5K$0-$287.5K2026-02-04
Prosperity Planning, Inc.
CLOSED011,955-11,955-100%$279.3K$0-$279.3K2026-01-14
McLean Asset Management Corp
CLOSED011,765-11,765-100%$274.1K$0-$274.1K2026-01-16
Mattern Capital Management, LLC
CLOSED011,720-11,720-100%$273.8K$0-$273.8K2026-01-29
Fortis Capital Management LLC
CLOSED011,442-11,442-100%$267.3K$0-$267.3K2026-02-13
Liberty Wealth Management LLC
CLOSED011,418-11,418-100%$266.8K$0-$266.8K2026-02-04
Resonant Capital Advisors, LLC
CLOSED011,371-11,371-100%$265.7K$0-$265.7K2026-01-29
Willis Johnson Wealth, Inc.
CLOSED011,370-11,370-100%$265.7K$0-$265.7K2026-01-22
American Trust
CLOSED011,328-11,328-100%$264.7K$0-$264.7K2026-02-17
Prime Capital Investment Advisors, LLC
CLOSED011,256-11,256-100%$263.0K$0-$263.0K2026-01-21
Coldstream Capital Management Inc
CLOSED011,189-11,189-100%$261.4K$0-$261.4K2026-02-09
Black Cypress Capital Management, LLC
CLOSED011,096-11,096-100%$259.3K$0-$259.3K2026-02-10
Flagship Private Wealth, LLC
CLOSED011,029-11,029-100%$257.7K$0-$257.7K2026-02-04
Mairs & Power Inc
CLOSED011,000-11,000-100%$324.4K$0-$324.4K2026-02-17
JIM Saulnier & Associates, LLC
CLOSED010,964-10,964-100%$256.2K$0-$256.2K2026-01-29
Empower Advisory Group, LLC
CLOSED010,773-10,773-100%$251.7K$0-$251.7K2026-02-12
World Equity Group, Inc.
CLOSED010,727-10,727-100%$250.6K$0-$250.6K2026-01-12
Laurel Wealth Advisors LLC
CLOSED010,615-10,615-100%$248.0K$0-$248.0K2026-01-30
Journey Advisory Group, LLC
CLOSED010,550-10,550-100%$246.5K$0-$246.5K2026-01-27
Princeton Global Asset Management LLC
CLOSED010,470-10,470-100%$244.6K$0-$244.6K2026-01-20
Hamel Associates, Inc.
CLOSED010,415-10,415-100%$243.3K$0-$243.3K2026-02-11
Sigma Planning Corp
CLOSED010,277-10,277-100%$240.1K$0-$240.1K2026-01-30
Beaumont Asset Management, L.L.C.
CLOSED010,000-10,000-100%$233.7K$0-$233.7K2026-01-21
Diversify Advisory Services, LLC
CLOSED010,000-10,000-100%$233.0K$0-$233.0K2026-01-23
Woodley Farra Manion Portfolio Management Inc
CLOSED09,893-9,893-100%$231.2K$0-$231.2K2026-02-12
Physician Wealth Advisors, Inc.
CLOSED09,821-9,821-100%$229.5K$0-$229.5K2026-01-29
Advisory Services Network, LLC
CLOSED09,534-9,534-100%$222.8K$0-$222.8K2026-02-17
Advance Capital Management, Inc.
CLOSED09,435-9,435-100%$220.4K$0-$220.4K2026-01-06
Portland Financial Advisors Inc
CLOSED09,279-9,279-100%$216.8K$0-$216.8K2026-02-06
Autumn Glory Partners, LLC
CLOSED09,100-9,100-100%$212.6K$0-$212.6K2026-01-27
Mascoma Wealth Management LLC
CLOSED09,076-9,076-100%$212.1K$0-$212.1K2026-02-04
Guidance Point Advisors, LLC
CLOSED08,966-8,966-100%$209.5K$0-$209.5K2026-02-11
Alterna Wealth Management, Inc
CLOSED08,865-8,865-100%$207.1K$0-$207.1K2026-01-23
MGO One Seven LLC
CLOSED08,863-8,863-100%$207.1K$0-$207.1K2026-02-03
Burling Wealth Partners, LLC
CLOSED08,776-8,776-100%$205.1K$0-$205.1K2026-02-06
49 Wealth Management, LLC
CLOSED08,722-8,722-100%$203.8K$0-$203.8K2026-02-04
Comerica Bank
CLOSED08,689-8,689-100%$203.0K$0-$203.0K2026-01-29
Accurate Wealth Management, LLC
CLOSED08,628-8,628-100%$201.1K$0-$201.1K2026-01-14
McCarthy & Cox
CLOSED08,620-8,620-100%$201.4K$0-$201.4K2026-01-23
Axxcess Wealth Management, LLC
CLOSED08,580-8,580-100%$200.5K$0-$200.5K2026-02-19
Costello Asset Management, Inc
CLOSED08,132-8,132-100%$190.0K$0-$190.0K2026-02-03
Pinnacle Bancorp, Inc.
CLOSED07,550-7,550-100%$176.4K$0-$176.4K2026-01-22
AE Wealth Management LLC
CLOSED07,479-7,479-100%$174.7K$0-$174.7K2026-01-26
Towne Trust Company, N.a
CLOSED06,800-6,800-100%$158.9K$0-$158.9K2026-01-26
Assetmark, Inc
CLOSED06,146-6,146-100%$143.6K$0-$143.6K2026-01-23
CNB Bank
CLOSED06,075-6,075-100%$141.9K$0-$141.9K2026-02-11
JPMorgan Chase & Co
CLOSED05,419-5,419-100%$126.6K$0-$126.6K2026-02-11
Harbour Investments, Inc.
CLOSED05,410-5,410-100%$126.4K$0-$126.4K2026-02-09
TD Capital Management LLC
CLOSED04,907-4,907-100%$114.7K$0-$114.7K2026-02-26
Private Trust Co NA
CLOSED04,295-4,295-100%$100.4K$0-$100.4K2026-01-26
AlphaCore Capital LLC
CLOSED03,447-3,447-100%$80.5K$0-$80.5K2026-02-05
2UniFi Bank
CLOSED02,891-2,891-100%$67.5K$0-$67.5K2026-02-12
Bogart Wealth, LLC
CLOSED02,755-2,755-100%$64.4K$0-$64.4K2026-01-30
Harbor Investment Advisory, LLC
CLOSED02,500-2,500-100%$58.4K$0-$58.4K2026-01-07
Hara Capital LLC
CLOSED02,094-2,094-100%$48.9K$0-$48.9K2026-01-15
Spire Wealth Management
CLOSED02,072-2,072-100%$48.4K$0-$48.4K2026-01-14
Eastern Bank
CLOSED01,971-1,971-100%$46.1K$0-$46.1K2026-01-14
Bank of Montreal
CLOSED01,611-1,611-100%$37.6K$0-$37.6K2026-02-12
First Command Advisory Services, Inc.
CLOSED01,422-1,422-100%$33.2K$0-$33.2K2026-02-11
Atlantic Union Bankshares Corp
CLOSED01,045-1,045-100%$24.4K$0-$24.4K2026-02-04
BankPlus Trust Department
CLOSED0865-865-100%$20.2K$0-$20.2K2026-01-27
Robbins Farley
CLOSED0858-858-100%$20.0K$0-$20.0K2026-01-23
Kennebec Savings Bank
CLOSED0849-849-100%$19.8K$0-$19.8K2026-01-22
First Premier Bank
CLOSED0716-716-100%$17$0-$172026-01-23
US Bancorp \de\
CLOSED0650-650-100%$15.2K$0-$15.2K2026-01-30
AdvisorNet Financial, Inc
CLOSED0650-650-100%$15.2K$0-$15.2K2026-01-20
FMR LLC
CLOSED0637-637-100%$14.9K$0-$14.9K2026-02-17
Bank of New Hampshire
CLOSED0495-495-100%$11.6K$0-$11.6K2026-03-16
Franklin Resources Inc
CLOSED0440-440-100%$10.3K$0-$10.3K2026-02-11
Breakwater Investment Management
CLOSED0387-387-100%$9.0K$0-$9.0K2026-02-02
Financial Management Professionals, Inc.
CLOSED0285-285-100%$6.7K$0-$6.7K2026-01-27
Stephens Consulting, LLC
CLOSED0277-277-100%$6.5K$0-$6.5K2026-01-13
Aptus Capital Advisors, LLC
CLOSED0191-191-100%$4.5K$0-$4.5K2026-02-13
Clearstead Advisors, LLC
CLOSED0164-164-100%$3.8K$0-$3.8K2026-02-09
Blue Trust, Inc.
CLOSED091-91-100%$2.1K$0-$2.1K2026-01-16
Aventura Private Wealth, LLC
CLOSED05-5-100%$117$0-$1172026-01-07
Russell Investments Group, Ltd.
CLOSED000—$5$0-$52026-02-17
Boreal Capital Management LLC
CLOSED000—$116.8K$0-$116.8K2026-02-17
Ameriprise Financial Inc
N/A—180,795-180,795-100%$4.2M———
Country Club Bank
N/A—163,297-163,297-100%$3.8M———
Fullcircle Wealth LLC
N/A—74,435-74,435-100%$1.7M———
AllSquare Wealth Management LLC
N/A—10,004-10,004-100%$233.7K———
Lokken Investment Group LLC
N/A—8,899-8,899-100%$207.9K———
Hemington Wealth Management
N/A—1,182-1,182-100%$27———
FSA Wealth Management LLC
N/A—181-181-100%$4.2K———
Showing 306 of 306 institutions