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Ishares Ibonds DEC 2024 Term (IBTE)

Q3 2024 vs Q4 2024

Comparing institutional holders between quarters

Quarters

Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
IFP Advisors, Inc
DECREASED
Shares140,411 from 283,841
Change-143,430 (-51%)
Value$3.4M (-$3.5M)
Filed 2025-02-04
Belpointe Asset Management LLC
INCREASED
Shares79,614 from 67,189
Change+12,425 (+18%)
Value$1.9M (+$299.0K)
Filed 2025-02-13
Journey Advisory Group, LLC
UNCHANGED
Shares54,778 from 54,778
Change0 (0%)
Value$1.3M ($0)
Filed 2025-02-04
Mattson Financial Services, LLC
UNCHANGED
Shares595 from 595
Change0 (0%)
Value$14.3K (+$12)
Filed 2025-03-10
Eastern Bank
DECREASED
Shares121 from 4,508
Change-4,387 (-97%)
Value$2.9K (-$105.3K)
Filed 2025-01-13
HM Payson & Co
CLOSED
Shares0 from 3,738,458
Change-3,738,458 (-100%)
Value$0 (-$89.7M)
Filed 2025-02-07
Captrust Financial Advisors
CLOSED
Shares0 from 3,502,931
Change-3,502,931 (-100%)
Value$0 (-$84.1M)
Filed 2025-02-14
Morgan Stanley
CLOSED
Shares0 from 3,483,427
Change-3,483,427 (-100%)
Value$0 (-$83.6M)
Filed 2025-05-15
Hills Bank & Trust Co
CLOSED
Shares0 from 1,945,160
Change-1,945,160 (-100%)
Value$0 (-$46.7M)
Filed 2025-02-10
LPL Financial LLC
CLOSED
Shares0 from 1,892,554
Change-1,892,554 (-100%)
Value$0 (-$45.4M)
Filed 2025-02-11
Wells Fargo & Company
CLOSED
Shares0 from 1,750,698
Change-1,750,698 (-100%)
Value$0 (-$42.0M)
Filed 2025-02-13
NewEdge Advisors, LLC
CLOSED
Shares0 from 1,565,798
Change-1,565,798 (-100%)
Value$0 (-$37.6M)
Filed 2025-02-13
Renaissance Technologies LLC
CLOSED
Shares0 from 1,551,571
Change-1,551,571 (-100%)
Value$0 (-$37.2M)
Filed 2025-02-13
UBS Group AG
CLOSED
Shares0 from 1,328,892
Change-1,328,892 (-100%)
Value$0 (-$31.9M)
Filed 2025-02-14
Cliftonlarsonallen Wealth Advisors, LLC
CLOSED
Shares0 from 1,198,830
Change-1,198,830 (-100%)
Value$0 (-$28.8M)
Filed 2025-01-14
Capital Investment Advisors, LLC
CLOSED
Shares0 from 1,099,857
Change-1,099,857 (-100%)
Value$0 (-$26.4M)
Filed 2025-01-13
First Western Trust Bank
CLOSED
Shares0 from 1,051,583
Change-1,051,583 (-100%)
Value$0 (-$25.2M)
Filed 2025-02-13
Connecticut Wealth Management, LLC
CLOSED
Shares0 from 905,926
Change-905,926 (-100%)
Value$0 (-$21.7M)
Filed 2025-02-18
Campbell Wealth Management
CLOSED
Shares0 from 901,164
Change-901,164 (-100%)
Value$0 (-$21.6K)
Filed 2025-01-30
Thrivent Financial for Lutherans
CLOSED
Shares0 from 870,916
Change-870,916 (-100%)
Value$0 (-$20.9K)
Filed 2025-02-10
Integrated Wealth Concepts LLC
CLOSED
Shares0 from 756,554
Change-756,554 (-100%)
Value$0 (-$18.2M)
Filed 2025-02-14
Horizon Advisory Services, Inc.
CLOSED
Shares0 from 723,427
Change-723,427 (-100%)
Value$0 (-$17.4M)
Filed 2025-02-04
Delta Wealth Advisors LLC
CLOSED
Shares0 from 684,675
Change-684,675 (-100%)
Value$0 (-$16.4M)
Filed 2025-10-10
MV Capital Management, Inc.
CLOSED
Shares0 from 657,419
Change-657,419 (-100%)
Value$0 (-$15.8M)
Filed 2025-02-12
Rockefeller Capital Management L.P.
CLOSED
Shares0 from 656,966
Change-656,966 (-100%)
Value$0 (-$15.8M)
Filed 2025-02-13
Denver PWM, LLC
CLOSED
Shares0 from 651,227
Change-651,227 (-100%)
Value$0 (-$15.6M)
Filed 2025-02-04
Osaic Holdings, Inc.
CLOSED
Shares0 from 643,678
Change-643,678 (-100%)
Value$0 (-$15.5M)
Filed 2025-06-06
Stratos Wealth Advisors, LLC
CLOSED
Shares0 from 598,727
Change-598,727 (-100%)
Value$0 (-$14.4M)
Filed 2025-01-27
Mesirow Financial Investment Management, Inc.
CLOSED
Shares0 from 570,644
Change-570,644 (-100%)
Value$0 (-$13.7M)
Filed 2025-02-07
Oppenheimer Asset Management Inc.
CLOSED
Shares0 from 513,961
Change-513,961 (-100%)
Value$0 (-$12.3M)
Filed 2025-02-05
Asset Dedication, LLC
CLOSED
Shares0 from 508,261
Change-508,261 (-100%)
Value$0 (-$12.2M)
Filed 2025-01-23
Krilogy Financial LLC
CLOSED
Shares0 from 504,830
Change-504,830 (-100%)
Value$0 (-$12.1M)
Filed 2025-01-15
Central Trust Co
CLOSED
Shares0 from 502,724
Change-502,724 (-100%)
Value$0 (-$12.1M)
Filed 2025-01-24
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 497,623
Change-497,623 (-100%)
Value$0 (-$11.9K)
Filed 2025-02-10
Northwestern Mutual Wealth Management Co
CLOSED
Shares0 from 480,055
Change-480,055 (-100%)
Value$0 (-$11.5M)
Filed 2025-02-11
Sound View Wealth Advisors Group, LLC
CLOSED
Shares0 from 424,207
Change-424,207 (-100%)
Value$0 (-$10.2M)
Filed 2025-02-07
HighTower Advisors, LLC
CLOSED
Shares0 from 422,909
Change-422,909 (-100%)
Value$0 (-$10.1M)
Filed 2025-02-07
Brookstone Capital Management
CLOSED
Shares0 from 418,447
Change-418,447 (-100%)
Value$0 (-$10.0M)
Filed 2025-01-13
Steward Partners Investment Advisory, LLC
CLOSED
Shares0 from 399,950
Change-399,950 (-100%)
Value$0 (-$9.6M)
Filed 2025-02-06
MKT Advisors LLC
CLOSED
Shares0 from 367,015
Change-367,015 (-100%)
Value$0 (-$8.8M)
Filed 2025-01-21
Flow Traders U.S. LLC
CLOSED
Shares0 from 358,600
Change-358,600 (-100%)
Value$0 (-$8.6K)
Filed 2025-02-14
Financial Engines Advisors L.L.C.
CLOSED
Shares0 from 355,594
Change-355,594 (-100%)
Value$0 (-$8.5M)
Filed 2025-02-12
Kestra Advisory Services, LLC
CLOSED
Shares0 from 348,927
Change-348,927 (-100%)
Value$0 (-$8.4M)
Filed 2025-02-10
Stephens Consulting, LLC
CLOSED
Shares0 from 346,961
Change-346,961 (-100%)
Value$0 (-$8.3M)
Filed 2025-01-27
Baker Ellis Asset Management LLC
CLOSED
Shares0 from 343,389
Change-343,389 (-100%)
Value$0 (-$8.2M)
Filed 2025-01-17
Royal Bank of Canada
CLOSED
Shares0 from 329,671
Change-329,671 (-100%)
Value$0 (-$7.9M)
Filed 2025-02-14
Lido Advisors, LLC
CLOSED
Shares0 from 326,628
Change-326,628 (-100%)
Value$0 (-$7.8M)
Filed 2025-02-14
Sanctuary Advisors, LLC
CLOSED
Shares0 from 320,517
Change-320,517 (-100%)
Value$0 (-$7.7M)
Filed 2025-01-31
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 317,873
Change-317,873 (-100%)
Value$0 (-$7.6K)
Filed 2025-02-14
Faithward Advisors, LLC
CLOSED
Shares0 from 313,347
Change-313,347 (-100%)
Value$0 (-$7.5M)
Filed 2025-02-13
Avantax Planning Partners, Inc.
CLOSED
Shares0 from 288,678
Change-288,678 (-100%)
Value$0 (-$6.9M)
Filed 2025-02-07
PSI Advisors, LLC
CLOSED
Shares0 from 288,235
Change-288,235 (-100%)
Value$0 (-$6.9M)
Filed 2025-01-13
Mariner, LLC
CLOSED
Shares0 from 286,558
Change-286,558 (-100%)
Value$0 (-$6.9M)
Filed 2025-02-13
Keeler Thomas Management LLC
CLOSED
Shares0 from 260,980
Change-260,980 (-100%)
Value$0 (-$6.3M)
Filed 2025-02-04
Atria Wealth Solutions, Inc.
CLOSED
Shares0 from 239,092
Change-239,092 (-100%)
Value$0 (-$5.7M)
Filed 2025-01-31
Baird Financial Group, Inc.
CLOSED
Shares0 from 232,672
Change-232,672 (-100%)
Value$0 (-$5.6M)
Filed 2025-02-14
Stifel Financial Corp
CLOSED
Shares0 from 228,881
Change-228,881 (-100%)
Value$0 (-$5.5M)
Filed 2025-02-13
Carnegie Investment Counsel
CLOSED
Shares0 from 222,544
Change-222,544 (-100%)
Value$0 (-$5.3M)
Filed 2025-01-15
Trinity Wealth Management, LLC
CLOSED
Shares0 from 221,183
Change-221,183 (-100%)
Value$0 (-$5.3M)
Filed 2025-01-24
Mercer Global Advisors Inc
CLOSED
Shares0 from 220,456
Change-220,456 (-100%)
Value$0 (-$5.3M)
Filed 2025-02-14
Essential Planning, Llc.
CLOSED
Shares0 from 213,736
Change-213,736 (-100%)
Value$0 (-$5.1M)
Filed 2025-02-10
Gradient Investments LLC
CLOSED
Shares0 from 210,285
Change-210,285 (-100%)
Value$0 (-$5.0M)
Filed 2025-01-21
Susquehanna International Group, LLP
CLOSED
Shares0 from 207,181
Change-207,181 (-100%)
Value$0 (-$5.0M)
Filed 2025-02-14
Cetera Investment Advisers
CLOSED
Shares0 from 206,078
Change-206,078 (-100%)
Value$0 (-$4.9M)
Filed 2025-02-14
Janney Montgomery Scott LLC
CLOSED
Shares0 from 202,536
Change-202,536 (-100%)
Value$0 (-$4.9K)
Filed 2025-01-17
Strategic Blueprint, LLC
CLOSED
Shares0 from 199,232
Change-199,232 (-100%)
Value$0 (-$4.8M)
Filed 2025-01-23
IFG Advisory, LLC
CLOSED
Shares0 from 196,296
Change-196,296 (-100%)
Value$0 (-$4.7M)
Filed 2025-02-14
Pacific Sage Partners, LLC
CLOSED
Shares0 from 195,890
Change-195,890 (-100%)
Value$0 (-$4.7M)
Filed 2025-01-24
Creative Planning
CLOSED
Shares0 from 187,477
Change-187,477 (-100%)
Value$0 (-$4.5M)
Filed 2025-02-14
KOM Wealth Management Group, LLC
CLOSED
Shares0 from 181,869
Change-181,869 (-100%)
Value$0 (-$4.4M)
Filed 2025-02-14
Atlantic Private Wealth, LLC
CLOSED
Shares0 from 174,333
Change-174,333 (-100%)
Value$0 (-$4.2M)
Filed 2025-02-11
Citadel Advisors LLC
CLOSED
Shares0 from 170,358
Change-170,358 (-100%)
Value$0 (-$4.1M)
Filed 2025-02-14
Archer Investment Corp
CLOSED
Shares0 from 162,019
Change-162,019 (-100%)
Value$0 (-$3.9M)
Filed 2025-01-28
Fullcircle Wealth LLC
CLOSED
Shares0 from 161,180
Change-161,180 (-100%)
Value$0 (-$3.9M)
Filed 2025-02-14
HRT Financial LP
CLOSED
Shares0 from 160,322
Change-160,322 (-100%)
Value$0 (-$3.8K)
Filed 2025-02-14
4J Wealth Management LLC
CLOSED
Shares0 from 159,235
Change-159,235 (-100%)
Value$0 (-$3.8M)
Filed 2025-01-24
Leavell Investment Management, Inc.
CLOSED
Shares0 from 157,421
Change-157,421 (-100%)
Value$0 (-$3.8M)
Filed 2025-01-29
CreativeOne Wealth, LLC
CLOSED
Shares0 from 151,947
Change-151,947 (-100%)
Value$0 (-$3.6M)
Filed 2025-02-13
Lunt Capital Management, Inc.
CLOSED
Shares0 from 151,420
Change-151,420 (-100%)
Value$0 (-$3.6M)
Filed 2025-01-24
MML Investors Services, LLC
CLOSED
Shares0 from 138,033
Change-138,033 (-100%)
Value$0 (-$3.3K)
Filed 2025-02-13
Wealthspire Advisors, LLC
CLOSED
Shares0 from 131,295
Change-131,295 (-100%)
Value$0 (-$3.2M)
Filed 2025-02-04
CWM, LLC
CLOSED
Shares0 from 127,765
Change-127,765 (-100%)
Value$0 (-$3.1K)
Filed 2025-02-04
Montag A & Associates Inc
CLOSED
Shares0 from 124,411
Change-124,411 (-100%)
Value$0 (-$3.0M)
Filed 2025-01-30
Probity Advisors, Inc.
CLOSED
Shares0 from 123,575
Change-123,575 (-100%)
Value$0 (-$3.0M)
Filed 2025-03-05
Focus Partners Wealth
CLOSED
Shares0 from 119,352
Change-119,352 (-100%)
Value$0 (-$2.9M)
Filed 2025-05-29
Black Swift Group, LLC
CLOSED
Shares0 from 118,430
Change-118,430 (-100%)
Value$0 (-$2.8M)
Filed 2025-02-06
Envestnet Asset Management Inc
CLOSED
Shares0 from 117,673
Change-117,673 (-100%)
Value$0 (-$2.8M)
Filed 2025-02-13
Equitable Holdings, Inc.
CLOSED
Shares0 from 115,372
Change-115,372 (-100%)
Value$0 (-$2.8M)
Filed 2025-02-12
Park Avenue Securities LLC
CLOSED
Shares0 from 111,195
Change-111,195 (-100%)
Value$0 (-$2.7K)
Filed 2025-01-14
Ameriprise Financial Inc
CLOSED
Shares0 from 109,451
Change-109,451 (-100%)
Value$0 (-$2.6M)
Filed 2025-02-14
Evexia Wealth LLC
CLOSED
Shares0 from 104,071
Change-104,071 (-100%)
Value$0 (-$2.5M)
Filed 2025-02-13
Beacon Financial Group
CLOSED
Shares0 from 101,694
Change-101,694 (-100%)
Value$0 (-$2.4M)
Filed 2025-01-29
Asset Advisors Investment Management, LLC
CLOSED
Shares0 from 98,290
Change-98,290 (-100%)
Value$0 (-$2.4M)
Filed 2025-02-04
Valmark Advisers, Inc.
CLOSED
Shares0 from 96,971
Change-96,971 (-100%)
Value$0 (-$2.3M)
Filed 2025-01-30
Allworth Financial LP
CLOSED
Shares0 from 94,205
Change-94,205 (-100%)
Value$0 (-$2.3M)
Filed 2025-01-30
Lokken Investment Group LLC
CLOSED
Shares0 from 91,265
Change-91,265 (-100%)
Value$0 (-$2.2M)
Filed 2025-02-12
Stratos Wealth Partners, Ltd.
CLOSED
Shares0 from 90,922
Change-90,922 (-100%)
Value$0 (-$2.2M)
Filed 2025-01-27
Gould Asset Management LLC
CLOSED
Shares0 from 82,791
Change-82,791 (-100%)
Value$0 (-$2.0M)
Filed 2025-02-07
Endowment Wealth Management, Inc.
CLOSED
Shares0 from 82,714
Change-82,714 (-100%)
Value$0 (-$2.0M)
Filed 2025-02-07
Safeguard Financial, LLC
CLOSED
Shares0 from 80,568
Change-80,568 (-100%)
Value$0 (-$1.9M)
Filed 2025-01-14
Phillips Financial Management, LLC
CLOSED
Shares0 from 80,145
Change-80,145 (-100%)
Value$0 (-$1.9M)
Filed 2025-02-10
Country Club Bank
CLOSED
Shares0 from 79,151
Change-79,151 (-100%)
Value$0 (-$1.9M)
Filed 2025-01-27
Stockman Wealth Management, Inc.
CLOSED
Shares0 from 77,999
Change-77,999 (-100%)
Value$0 (-$1.9M)
Filed 2025-01-28
Portland Global Advisors LLC
CLOSED
Shares0 from 73,383
Change-73,383 (-100%)
Value$0 (-$1.8M)
Filed 2025-02-12
Associated Banc-Corp
CLOSED
Shares0 from 72,385
Change-72,385 (-100%)
Value$0 (-$1.7M)
Filed 2025-02-10
Money Concepts Capital Corp
CLOSED
Shares0 from 71,863
Change-71,863 (-100%)
Value$0 (-$1.7M)
Filed 2025-01-27
Boston Family Office LLC
CLOSED
Shares0 from 71,139
Change-71,139 (-100%)
Value$0 (-$1.7K)
Filed 2025-02-12
AE Wealth Management LLC
CLOSED
Shares0 from 70,902
Change-70,902 (-100%)
Value$0 (-$1.7M)
Filed 2025-02-13
Cooper Financial Group
CLOSED
Shares0 from 69,882
Change-69,882 (-100%)
Value$0 (-$1.7M)
Filed 2025-01-13
Leo Wealth, LLC
CLOSED
Shares0 from 68,904
Change-68,904 (-100%)
Value$0 (-$1.7M)
Filed 2025-01-28
Howland Capital Management LLC
CLOSED
Shares0 from 67,726
Change-67,726 (-100%)
Value$0 (-$1.6M)
Filed 2025-01-28
Private Advisor Group, LLC
CLOSED
Shares0 from 66,331
Change-66,331 (-100%)
Value$0 (-$1.6M)
Filed 2025-02-03
Cherry Tree Wealth Management, LLC
CLOSED
Shares0 from 64,550
Change-64,550 (-100%)
Value$0 (-$1.5M)
Filed 2025-02-04
Advisory Research Inc
CLOSED
Shares0 from 64,180
Change-64,180 (-100%)
Value$0 (-$1.5M)
Filed 2025-02-13
Cannon Financial Strategists, Inc.
CLOSED
Shares0 from 62,488
Change-62,488 (-100%)
Value$0 (-$1.5M)
Filed 2025-02-03
Eldridge Investment Advisors, Inc.
CLOSED
Shares0 from 62,298
Change-62,298 (-100%)
Value$0 (-$1.5K)
Filed 2025-02-10
Goldman Sachs Group Inc
CLOSED
Shares0 from 61,707
Change-61,707 (-100%)
Value$0 (-$1.5M)
Filed 2025-02-11
Kestra Private Wealth Services, LLC
CLOSED
Shares0 from 58,932
Change-58,932 (-100%)
Value$0 (-$1.4M)
Filed 2025-01-28
US Bancorp \de\
CLOSED
Shares0 from 54,419
Change-54,419 (-100%)
Value$0 (-$1.3M)
Filed 2025-02-05
Compound Planning, Inc.
CLOSED
Shares0 from 53,011
Change-53,011 (-100%)
Value$0 (-$1.3M)
Filed 2025-01-17
Advance Capital Management, Inc.
CLOSED
Shares0 from 51,459
Change-51,459 (-100%)
Value$0 (-$1.2M)
Filed 2025-01-06
Resonant Capital Advisors, LLC
CLOSED
Shares0 from 51,441
Change-51,441 (-100%)
Value$0 (-$1.2M)
Filed 2025-01-24
Summit Wealth Partners, LLC
CLOSED
Shares0 from 49,672
Change-49,672 (-100%)
Value$0 (-$1.2M)
Filed 2025-01-27
Old Port Advisors
CLOSED
Shares0 from 49,528
Change-49,528 (-100%)
Value$0 (-$1.2M)
Filed 2025-01-02
Farther Finance Advisors, LLC
CLOSED
Shares0 from 48,374
Change-48,374 (-100%)
Value$0 (-$1.2M)
Filed 2025-02-10
Schmidt P J Investment Management Inc
CLOSED
Shares0 from 47,982
Change-47,982 (-100%)
Value$0 (-$1.2M)
Filed 2025-01-27
Montecito Bank & Trust
CLOSED
Shares0 from 46,649
Change-46,649 (-100%)
Value$0 (-$1.1M)
Filed 2025-01-21
Chatham Capital Group, Inc.
CLOSED
Shares0 from 45,650
Change-45,650 (-100%)
Value$0 (-$1.1M)
Filed 2025-02-07
Austin Private Wealth, LLC
CLOSED
Shares0 from 45,310
Change-45,310 (-100%)
Value$0 (-$1.1M)
Filed 2025-01-23
Klaas Financial Asset Advisors, LLC
CLOSED
Shares0 from 44,681
Change-44,681 (-100%)
Value$0 (-$1.1M)
Filed 2025-01-22
Cerity Partners LLC
CLOSED
Shares0 from 44,636
Change-44,636 (-100%)
Value$0 (-$1.1M)
Filed 2025-02-13
Crestmont Private Wealth LLC
CLOSED
Shares0 from 44,204
Change-44,204 (-100%)
Value$0 (-$1.1M)
Filed 2025-01-14
Cambridge Financial Group, LLC
CLOSED
Shares0 from 43,324
Change-43,324 (-100%)
Value$0 (-$1.0M)
Filed 2025-09-09
Parkside Financial Bank & Trust
CLOSED
Shares0 from 42,845
Change-42,845 (-100%)
Value$0 (-$1.0M)
Filed 2025-02-05
Reliant Wealth Planning
CLOSED
Shares0 from 42,698
Change-42,698 (-100%)
Value$0 (-$1.0M)
Filed 2025-01-28
Mill Creek Capital Advisors, LLC
CLOSED
Shares0 from 42,400
Change-42,400 (-100%)
Value$0 (-$1.0M)
Filed 2025-01-29
Snowden Capital Advisors LLC
CLOSED
Shares0 from 42,181
Change-42,181 (-100%)
Value$0 (-$1.0M)
Filed 2025-02-14
Coldstream Capital Management Inc
CLOSED
Shares0 from 40,238
Change-40,238 (-100%)
Value$0 (-$965.7K)
Filed 2025-02-14
Regal Investment Advisors LLC
CLOSED
Shares0 from 39,854
Change-39,854 (-100%)
Value$0 (-$956.5K)
Filed 2025-02-13
Midwest Professional Planners, Ltd.
CLOSED
Shares0 from 39,600
Change-39,600 (-100%)
Value$0 (-$950.4K)
Filed 2025-02-10
Crew Capital Management, Ltd
CLOSED
Shares0 from 38,641
Change-38,641 (-100%)
Value$0 (-$927.4K)
Filed 2025-02-06
Ameritas Advisory Services, LLC
CLOSED
Shares0 from 37,610
Change-37,610 (-100%)
Value$0 (-$902.6K)
Filed 2025-01-15
True Link Financial Advisors, LLC
CLOSED
Shares0 from 37,600
Change-37,600 (-100%)
Value$0 (-$902.4K)
Filed 2025-01-16
D.A. Davidson & Co.
CLOSED
Shares0 from 36,743
Change-36,743 (-100%)
Value$0 (-$881.8K)
Filed 2025-01-31
Wealth Advisory Solutions, LLC
CLOSED
Shares0 from 35,318
Change-35,318 (-100%)
Value$0 (-$847.6K)
Filed 2025-02-06
Accretive Wealth Partners, LLC
CLOSED
Shares0 from 33,849
Change-33,849 (-100%)
Value$0 (-$812.4K)
Filed 2025-01-30
Beacon Financial Planning, Inc
CLOSED
Shares0 from 32,703
Change-32,703 (-100%)
Value$0 (-$784.9K)
Filed 2025-01-27
Bailard, Inc.
CLOSED
Shares0 from 32,655
Change-32,655 (-100%)
Value$0 (-$783.7K)
Filed 2025-02-05
Fairhaven Wealth Management, LLC
CLOSED
Shares0 from 31,586
Change-31,586 (-100%)
Value$0 (-$758.1K)
Filed 2025-02-04
Consolidated Portfolio Review Corp
CLOSED
Shares0 from 31,055
Change-31,055 (-100%)
Value$0 (-$745.3K)
Filed 2025-01-27
Cyndeo Wealth Partners, LLC
CLOSED
Shares0 from 30,220
Change-30,220 (-100%)
Value$0 (-$725.3K)
Filed 2025-01-21
Arkadios Wealth Advisors
CLOSED
Shares0 from 30,119
Change-30,119 (-100%)
Value$0 (-$722.9K)
Filed 2025-01-15
Sigma Planning Corp
CLOSED
Shares0 from 28,173
Change-28,173 (-100%)
Value$0 (-$676.2K)
Filed 2025-02-03
Savant Capital, LLC
CLOSED
Shares0 from 28,047
Change-28,047 (-100%)
Value$0 (-$673.1K)
Filed 2025-01-29
Horizons Wealth Management
CLOSED
Shares0 from 28,008
Change-28,008 (-100%)
Value$0 (-$672.2K)
Filed 2025-01-07
Jane Street Group, LLC
CLOSED
Shares0 from 26,636
Change-26,636 (-100%)
Value$0 (-$639.3K)
Filed 2025-02-14
United Capital Financial Advisors, LLC
CLOSED
Shares0 from 26,475
Change-26,475 (-100%)
Value$0 (-$635.4K)
Filed 2025-02-13
Greater Midwest Financial Group, LLC
CLOSED
Shares0 from 26,055
Change-26,055 (-100%)
Value$0 (-$625.3K)
Filed 2025-01-21
BCS Wealth Management
CLOSED
Shares0 from 25,634
Change-25,634 (-100%)
Value$0 (-$615)
Filed 2025-01-13
RVW Wealth, LLC
CLOSED
Shares0 from 25,565
Change-25,565 (-100%)
Value$0 (-$613.6K)
Filed 2025-01-23
Global Retirement Partners, LLC
CLOSED
Shares0 from 25,199
Change-25,199 (-100%)
Value$0 (-$604.8K)
Filed 2025-01-31
Geneos Wealth Management Inc.
CLOSED
Shares0 from 24,537
Change-24,537 (-100%)
Value$0 (-$588.9K)
Filed 2025-01-21
Roberts Financial Services LLC
CLOSED
Shares0 from 22,845
Change-22,845 (-100%)
Value$0 (-$548.3K)
Filed 2025-01-17
Koss-Olinger Consulting, LLC
CLOSED
Shares0 from 22,129
Change-22,129 (-100%)
Value$0 (-$531.0K)
Filed 2025-02-11
Barrett & Company, Inc.
CLOSED
Shares0 from 21,989
Change-21,989 (-100%)
Value$0 (-$527.7K)
Filed 2025-01-28
CIBC World Market Inc.
CLOSED
Shares0 from 21,950
Change-21,950 (-100%)
Value$0 (-$527)
Filed 2025-01-23
Granite Harbor Advisors, Inc.
CLOSED
Shares0 from 21,765
Change-21,765 (-100%)
Value$0 (-$522.4K)
Filed 2025-01-23
Compass Ion Advisors, LLC
CLOSED
Shares0 from 21,731
Change-21,731 (-100%)
Value$0 (-$521.5K)
Filed 2025-02-11
Atwater Malick LLC
CLOSED
Shares0 from 20,443
Change-20,443 (-100%)
Value$0 (-$490.6K)
Filed 2025-01-15
StoneX Group Inc.
CLOSED
Shares0 from 20,287
Change-20,287 (-100%)
Value$0 (-$486.9K)
Filed 2025-08-13
Wespac Advisors, LLC
CLOSED
Shares0 from 19,900
Change-19,900 (-100%)
Value$0 (-$477.6K)
Filed 2025-02-04
Madden Advisory Services, Inc.
CLOSED
Shares0 from 19,808
Change-19,808 (-100%)
Value$0 (-$475.4K)
Filed 2025-02-13
Foundry Financial Group, Inc.
CLOSED
Shares0 from 19,508
Change-19,508 (-100%)
Value$0 (-$468.2K)
Filed 2025-02-07
Cary Street Partners Investment Advisory LLC
CLOSED
Shares0 from 19,452
Change-19,452 (-100%)
Value$0 (-$466.8K)
Filed 2025-02-14
Thoroughbred Financial Services, LLC
CLOSED
Shares0 from 19,393
Change-19,393 (-100%)
Value$0 (-$465)
Filed 2025-02-12
Atlantic Union Bankshares Corp
CLOSED
Shares0 from 19,244
Change-19,244 (-100%)
Value$0 (-$461.9K)
Filed 2025-02-07
Advisory Services Network, LLC
CLOSED
Shares0 from 19,234
Change-19,234 (-100%)
Value$0 (-$461.2K)
Filed 2025-02-13
Atlantic Trust Group, LLC
CLOSED
Shares0 from 18,935
Change-18,935 (-100%)
Value$0 (-$454.4K)
Filed 2025-02-12
Signature Wealth Management Group
CLOSED
Shares0 from 18,724
Change-18,724 (-100%)
Value$0 (-$449.4K)
Filed 2025-02-10
Straight Path Wealth Management
CLOSED
Shares0 from 17,348
Change-17,348 (-100%)
Value$0 (-$416.4K)
Filed 2025-02-06
Redw Wealth LLC
CLOSED
Shares0 from 17,255
Change-17,255 (-100%)
Value$0 (-$414.1K)
Filed 2025-02-07
Beacon Pointe Advisors, LLC
CLOSED
Shares0 from 16,881
Change-16,881 (-100%)
Value$0 (-$405.1K)
Filed 2025-02-14
James Investment Research, Inc.
CLOSED
Shares0 from 16,775
Change-16,775 (-100%)
Value$0 (-$402.6K)
Filed 2025-01-30
Commerce Bank
CLOSED
Shares0 from 16,471
Change-16,471 (-100%)
Value$0 (-$395.3K)
Filed 2025-02-13
Robertson Stephens Wealth Management, LLC
CLOSED
Shares0 from 16,340
Change-16,340 (-100%)
Value$0 (-$392.2K)
Filed 2025-01-27
Independent Financial Group, LLC
CLOSED
Shares0 from 16,214
Change-16,214 (-100%)
Value$0 (-$389.1K)
Filed 2026-06-12
Granite Bay Wealth Management, LLC
CLOSED
Shares0 from 16,000
Change-16,000 (-100%)
Value$0 (-$384)
Filed 2025-01-13
Private Trust Co NA
CLOSED
Shares0 from 15,594
Change-15,594 (-100%)
Value$0 (-$374.3K)
Filed 2025-02-05
Greenfield Savings Bank
CLOSED
Shares0 from 15,148
Change-15,148 (-100%)
Value$0 (-$363.6K)
Filed 2025-01-13
Apollon Wealth Management, LLC
CLOSED
Shares0 from 14,711
Change-14,711 (-100%)
Value$0 (-$353.1K)
Filed 2025-01-28
Apella Capital, LLC
CLOSED
Shares0 from 14,622
Change-14,622 (-100%)
Value$0 (-$349.5K)
Filed 2025-01-14
McCarthy & Cox
CLOSED
Shares0 from 14,382
Change-14,382 (-100%)
Value$0 (-$345.2K)
Filed 2025-01-16
Steele Capital Management, Inc.
CLOSED
Shares0 from 14,316
Change-14,316 (-100%)
Value$0 (-$343.6K)
Filed 2025-01-31
Wealth Enhancement Advisory Services, LLC
CLOSED
Shares0 from 14,308
Change-14,308 (-100%)
Value$0 (-$343.4K)
Filed 2025-03-17
Cross Staff Investments Inc
CLOSED
Shares0 from 14,185
Change-14,185 (-100%)
Value$0 (-$340.4K)
Filed 2025-01-24
Simplicity Wealth,LLC
CLOSED
Shares0 from 14,139
Change-14,139 (-100%)
Value$0 (-$339.3K)
Filed 2025-02-07
Commonwealth Financial Services, LLC
CLOSED
Shares0 from 13,924
Change-13,924 (-100%)
Value$0 (-$332.9K)
Filed 2025-01-27
J.W. Cole Advisors, Inc.
CLOSED
Shares0 from 13,229
Change-13,229 (-100%)
Value$0 (-$317.5K)
Filed 2025-01-31
Principal Securities, Inc.
CLOSED
Shares0 from 12,781
Change-12,781 (-100%)
Value$0 (-$306.7K)
Filed 2025-01-30
Old Second National Bank of Aurora
CLOSED
Shares0 from 12,670
Change-12,670 (-100%)
Value$0 (-$304.1K)
Filed 2025-01-23
Two Sigma Securities, LLC
CLOSED
Shares0 from 12,477
Change-12,477 (-100%)
Value$0 (-$299.4K)
Filed 2025-02-14
Signature Estate & Investment Advisors LLC
CLOSED
Shares0 from 12,402
Change-12,402 (-100%)
Value$0 (-$297.6K)
Filed 2025-02-11
Claro Advisors Inc.
CLOSED
Shares0 from 11,967
Change-11,967 (-100%)
Value$0 (-$287.2K)
Filed 2025-01-13
H D Vest Advisory Services
CLOSED
Shares0 from 11,844
Change-11,844 (-100%)
Value$0 (-$284.2K)
Filed 2025-02-10
Focus Partners Advisor Solutions, LLC
CLOSED
Shares0 from 11,565
Change-11,565 (-100%)
Value$0 (-$277.6K)
Filed 2025-02-18
Northwest Wealth Management, LLC
CLOSED
Shares0 from 11,565
Change-11,565 (-100%)
Value$0 (-$277.6K)
Filed 2025-02-10
Baron Silver Stevens Financial Advisors, LLC
CLOSED
Shares0 from 11,263
Change-11,263 (-100%)
Value$0 (-$270.3K)
Filed 2025-01-17
Alterna Wealth Management, Inc
CLOSED
Shares0 from 11,115
Change-11,115 (-100%)
Value$0 (-$266.8K)
Filed 2025-01-24
Conrad Siegel Investment Advisors, Inc.
CLOSED
Shares0 from 10,703
Change-10,703 (-100%)
Value$0 (-$256.9K)
Filed 2025-01-13
Empower Advisory Group, LLC
CLOSED
Shares0 from 10,464
Change-10,464 (-100%)
Value$0 (-$251.1K)
Filed 2025-01-31
CFS Investment Advisory Services, LLC
CLOSED
Shares0 from 10,459
Change-10,459 (-100%)
Value$0 (-$251)
Filed 2025-01-21
American Trust
CLOSED
Shares0 from 10,436
Change-10,436 (-100%)
Value$0 (-$250.5K)
Filed 2025-02-18
Prosperity Planning, Inc.
CLOSED
Shares0 from 10,252
Change-10,252 (-100%)
Value$0 (-$246.0K)
Filed 2025-01-17
OneDigital Investment Advisors LLC
CLOSED
Shares0 from 9,994
Change-9,994 (-100%)
Value$0 (-$239.9K)
Filed 2025-02-13
Atria Investments, Inc
CLOSED
Shares0 from 9,988
Change-9,988 (-100%)
Value$0 (-$239.7K)
Filed 2025-02-06
Element Wealth, LLC
CLOSED
Shares0 from 9,970
Change-9,970 (-100%)
Value$0 (-$239.3K)
Filed 2025-02-03
Diversify Advisory Services, LLC
CLOSED
Shares0 from 9,728
Change-9,728 (-100%)
Value$0 (-$233.1K)
Filed 2025-01-16
Black Cypress Capital Management, LLC
CLOSED
Shares0 from 9,545
Change-9,545 (-100%)
Value$0 (-$229.1K)
Filed 2025-02-13
Koshinski Asset Management, Inc.
CLOSED
Shares0 from 9,436
Change-9,436 (-100%)
Value$0 (-$226.5K)
Filed 2025-01-16
Corient Private Wealth LP
CLOSED
Shares0 from 9,220
Change-9,220 (-100%)
Value$0 (-$221.3K)
Filed 2025-02-10
G&S Capital LLC
CLOSED
Shares0 from 8,967
Change-8,967 (-100%)
Value$0 (-$215.2K)
Filed 2025-01-30
Insight 2811, Inc.
CLOSED
Shares0 from 8,661
Change-8,661 (-100%)
Value$0 (-$207.9K)
Filed 2025-02-11
Lantz Financial LLC
CLOSED
Shares0 from 8,605
Change-8,605 (-100%)
Value$0 (-$206.5K)
Filed 2025-01-21
Pineridge Advisors LLC
CLOSED
Shares0 from 8,588
Change-8,588 (-100%)
Value$0 (-$206.1K)
Filed 2025-01-29
Ashton Thomas Private Wealth, LLC
CLOSED
Shares0 from 8,450
Change-8,450 (-100%)
Value$0 (-$202.8K)
Filed 2025-02-07
Mascoma Wealth Management LLC
CLOSED
Shares0 from 8,400
Change-8,400 (-100%)
Value$0 (-$201.6K)
Filed 2025-02-10
Glenview Trust Co
CLOSED
Shares0 from 8,400
Change-8,400 (-100%)
Value$0 (-$201.6K)
Filed 2025-02-10
Elevate Wealth Advisory, Inc
CLOSED
Shares0 from 8,370
Change-8,370 (-100%)
Value$0 (-$200.9K)
Filed 2025-02-11
Strid Group, LLC
CLOSED
Shares0 from 8,350
Change-8,350 (-100%)
Value$0 (-$200.4K)
Filed 2025-01-28
Templeton & Phillips Capital Management, LLC
CLOSED
Shares0 from 7,200
Change-7,200 (-100%)
Value$0 (-$172.8K)
Filed 2025-02-11
Comerica Bank
CLOSED
Shares0 from 7,149
Change-7,149 (-100%)
Value$0 (-$171.6K)
Filed 2025-02-14
Arcadia Investment Management Corp
CLOSED
Shares0 from 6,500
Change-6,500 (-100%)
Value$0 (-$156.0K)
Filed 2025-02-03
Princeton Global Asset Management LLC
CLOSED
Shares0 from 6,427
Change-6,427 (-100%)
Value$0 (-$154.2K)
Filed 2025-01-24
Laurel Wealth Advisors LLC
CLOSED
Shares0 from 6,200
Change-6,200 (-100%)
Value$0 (-$148.8K)
Filed 2025-01-14
Balentine LLC
CLOSED
Shares0 from 5,530
Change-5,530 (-100%)
Value$0 (-$132.7K)
Filed 2025-01-29
Private Capital Management LLC
CLOSED
Shares0 from 5,485
Change-5,485 (-100%)
Value$0 (-$131.6K)
Filed 2025-02-05
Blair William & Co
CLOSED
Shares0 from 5,151
Change-5,151 (-100%)
Value$0 (-$123.6K)
Filed 2025-02-12
Berthel, Fisher & Company Financial Services, Inc.
CLOSED
Shares0 from 4,300
Change-4,300 (-100%)
Value$0 (-$103.2K)
Filed 2026-10-30
FTB Advisors, Inc.
CLOSED
Shares0 from 3,836
Change-3,836 (-100%)
Value$0 (-$92.1K)
Filed 2025-02-03
Crewe Advisors LLC
CLOSED
Shares0 from 3,070
Change-3,070 (-100%)
Value$0 (-$73.7K)
Filed 2025-01-27
Colonial Trust Co / SC
CLOSED
Shares0 from 3,004
Change-3,004 (-100%)
Value$0 (-$72.1K)
Filed 2025-02-14
CVA Family Office, LLC
CLOSED
Shares0 from 2,940
Change-2,940 (-100%)
Value$0 (-$70.6K)
Filed 2025-01-07
Bogart Wealth, LLC
CLOSED
Shares0 from 2,805
Change-2,805 (-100%)
Value$0 (-$67.3K)
Filed 2025-01-30
Oliver Lagore Vanvalin Investment Group
CLOSED
Shares0 from 2,796
Change-2,796 (-100%)
Value$0 (-$67.1K)
Filed 2025-04-01
Spectrum Wealth Counsel, LLC
CLOSED
Shares0 from 2,738
Change-2,738 (-100%)
Value$0 (-$65.7K)
Filed 2025-02-05
Harbor Investment Advisory, LLC
CLOSED
Shares0 from 2,500
Change-2,500 (-100%)
Value$0 (-$60.0K)
Filed 2025-01-16
Pinnacle Bancorp, Inc.
CLOSED
Shares0 from 2,086
Change-2,086 (-100%)
Value$0 (-$50.1K)
Filed 2025-01-14
United Community Bank
CLOSED
Shares0 from 2,039
Change-2,039 (-100%)
Value$0 (-$48.9K)
Filed 2025-02-07
Capital Analysts, LLC
CLOSED
Shares0 from 1,897
Change-1,897 (-100%)
Value$0 (-$46)
Filed 2025-02-14
HHM Wealth Advisors, LLC
CLOSED
Shares0 from 1,750
Change-1,750 (-100%)
Value$0 (-$42.0K)
Filed 2025-01-24
Kennebec Savings Bank
CLOSED
Shares0 from 1,713
Change-1,713 (-100%)
Value$0 (-$41.1K)
Filed 2025-01-23
West Branch Capital LLC
CLOSED
Shares0 from 1,500
Change-1,500 (-100%)
Value$0 (-$36.0K)
Filed 2025-01-17
Washington Trust Advisors, Inc.
CLOSED
Shares0 from 1,423
Change-1,423 (-100%)
Value$0 (-$34.2K)
Filed 2025-02-06
Spire Wealth Management
CLOSED
Shares0 from 1,400
Change-1,400 (-100%)
Value$0 (-$33.6K)
Filed 2025-01-24
Robbins Farley
CLOSED
Shares0 from 1,335
Change-1,335 (-100%)
Value$0 (-$32.0K)
Filed 2025-01-27
CarsonAllaria Wealth Management, Ltd.
CLOSED
Shares0 from 1,170
Change-1,170 (-100%)
Value$0 (-$28.1K)
Filed 2025-01-27
Access Investment Management LLC
CLOSED
Shares0 from 1,010
Change-1,010 (-100%)
Value$0 (-$24.2K)
Filed 2025-02-04
Glen Eagle Advisors, LLC
CLOSED
Shares0 from 965
Change-965 (-100%)
Value$0 (-$23.2K)
Filed 2025-02-18
Financial Management Professionals, Inc.
CLOSED
Shares0 from 936
Change-936 (-100%)
Value$0 (-$22)
Filed 2025-01-15
Adirondack Trust Co
CLOSED
Shares0 from 718
Change-718 (-100%)
Value$0 (-$17.2K)
Filed 2025-01-17
First Premier Bank
CLOSED
Shares0 from 666
Change-666 (-100%)
Value$0 (-$16)
Filed 2025-01-17
AdvisorNet Financial, Inc
CLOSED
Shares0 from 604
Change-604 (-100%)
Value$0 (-$14.5K)
Filed 2025-01-13
Scissortail Wealth Management, LLC
CLOSED
Shares0 from 563
Change-563 (-100%)
Value$0 (-$18.3M)
Filed 2025-02-14
Assetmark, Inc
CLOSED
Shares0 from 447
Change-447 (-100%)
Value$0 (-$10.7K)
Filed 2025-02-06
DT Investment Partners, LLC
CLOSED
Shares0 from 311
Change-311 (-100%)
Value$0 (-$7.5K)
Filed 2025-01-30
Talon Private Wealth, LLC
CLOSED
Shares0 from 275
Change-275 (-100%)
Value$0 (-$6.6K)
Filed 2025-04-01
Proequities, Inc.
CLOSED
Shares0 from 272
Change-272 (-100%)
Value$0 (-$6.5K)
Filed 2025-02-13
JPMorgan Chase & Co
CLOSED
Shares0 from 252
Change-252 (-100%)
Value$0 (-$6.0K)
Filed 2025-02-12
AllSquare Wealth Management LLC
CLOSED
Shares0 from 210
Change-210 (-100%)
Value$0 (-$5.0K)
Filed 2025-02-11
ST Germain D J Co Inc
CLOSED
Shares0 from 196
Change-196 (-100%)
Value$0 (-$4.7K)
Filed 2025-01-10
Sunbelt Securities, Inc.
CLOSED
Shares0 from 194
Change-194 (-100%)
Value$0 (-$4.7K)
Filed 2025-02-18
Key FInancial Inc
CLOSED
Shares0 from 168
Change-168 (-100%)
Value$0 (-$4.0K)
Filed 2025-01-31
Evergreen Private Wealth LLC
CLOSED
Shares0 from 127
Change-127 (-100%)
Value$0 (-$3.0K)
Filed 2025-02-07
Tower Research Capital LLC (TRC)
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$2.4K)
Filed 2025-02-13
Lowe fs, LLC
CLOSED
Shares0 from 94
Change-94 (-100%)
Value$0 (-$2.3K)
Filed 2025-01-10
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 51
Change-51 (-100%)
Value$0 (-$1.2K)
Filed 2025-02-07
Nemes Rush Group LLC
CLOSED
Shares0 from 46
Change-46 (-100%)
Value$0 (-$1.1K)
Filed 2025-02-12
Citigroup Inc
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$960)
Filed 2025-02-12
FMR LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$48)
Filed 2026-11-05
CoreCap Advisors, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$23)
Filed 2025-02-14
Raymond James & Associates
N/A
Shares— from 475,208
Change-475,208 (-100%)
Value—
Raymond James Financial Services Advisors, Inc.
N/A
Shares— from 276,866
Change-276,866 (-100%)
Value—
Raymond James Trust N.A.
N/A
Shares— from 21,361
Change-21,361 (-100%)
Value—
American Planning Services, Inc.
N/A
Shares— from 17,349
Change-17,349 (-100%)
Value—
Cary Street Partners Asset Management LLC
N/A
Shares— from 9,519
Change-9,519 (-100%)
Value—
FinTrust Capital Advisors, LLC
N/A
Shares— from 1,471
Change-1,471 (-100%)
Value—
Status
IFP Advisors, Inc
DECREASED140,411283,841-143,430-51%$6.8M$3.4M-$3.5M2025-02-04
Belpointe Asset Management LLC
INCREASED79,61467,189+12,425+18%$1.6M$1.9M+$299.0K2025-02-13
Journey Advisory Group, LLC
UNCHANGED54,77854,77800%$1.3M$1.3M$02025-02-04
Mattson Financial Services, LLC
UNCHANGED59559500%$14.3K$14.3K+$122025-03-10
Eastern Bank
DECREASED1214,508-4,387-97%$108.2K$2.9K-$105.3K2025-01-13
HM Payson & Co
CLOSED03,738,458-3,738,458-100%$89.7M$0-$89.7M2025-02-07
Captrust Financial Advisors
CLOSED03,502,931-3,502,931-100%$84.1M$0-$84.1M2025-02-14
Morgan Stanley
CLOSED03,483,427-3,483,427-100%$83.6M$0-$83.6M2025-05-15
Hills Bank & Trust Co
CLOSED01,945,160-1,945,160-100%$46.7M$0-$46.7M2025-02-10
LPL Financial LLC
CLOSED01,892,554-1,892,554-100%$45.4M$0-$45.4M2025-02-11
Wells Fargo & Company
CLOSED01,750,698-1,750,698-100%$42.0M$0-$42.0M2025-02-13
NewEdge Advisors, LLC
CLOSED01,565,798-1,565,798-100%$37.6M$0-$37.6M2025-02-13
Renaissance Technologies LLC
CLOSED01,551,571-1,551,571-100%$37.2M$0-$37.2M2025-02-13
UBS Group AG
CLOSED01,328,892-1,328,892-100%$31.9M$0-$31.9M2025-02-14
Cliftonlarsonallen Wealth Advisors, LLC
CLOSED01,198,830-1,198,830-100%$28.8M$0-$28.8M2025-01-14
Capital Investment Advisors, LLC
CLOSED01,099,857-1,099,857-100%$26.4M$0-$26.4M2025-01-13
First Western Trust Bank
CLOSED01,051,583-1,051,583-100%$25.2M$0-$25.2M2025-02-13
Connecticut Wealth Management, LLC
CLOSED0905,926-905,926-100%$21.7M$0-$21.7M2025-02-18
Campbell Wealth Management
CLOSED0901,164-901,164-100%$21.6K$0-$21.6K2025-01-30
Thrivent Financial for Lutherans
CLOSED0870,916-870,916-100%$20.9K$0-$20.9K2025-02-10
Integrated Wealth Concepts LLC
CLOSED0756,554-756,554-100%$18.2M$0-$18.2M2025-02-14
Horizon Advisory Services, Inc.
CLOSED0723,427-723,427-100%$17.4M$0-$17.4M2025-02-04
Delta Wealth Advisors LLC
CLOSED0684,675-684,675-100%$16.4M$0-$16.4M2025-10-10
MV Capital Management, Inc.
CLOSED0657,419-657,419-100%$15.8M$0-$15.8M2025-02-12
Rockefeller Capital Management L.P.
CLOSED0656,966-656,966-100%$15.8M$0-$15.8M2025-02-13
Denver PWM, LLC
CLOSED0651,227-651,227-100%$15.6M$0-$15.6M2025-02-04
Osaic Holdings, Inc.
CLOSED0643,678-643,678-100%$15.5M$0-$15.5M2025-06-06
Stratos Wealth Advisors, LLC
CLOSED0598,727-598,727-100%$14.4M$0-$14.4M2025-01-27
Mesirow Financial Investment Management, Inc.
CLOSED0570,644-570,644-100%$13.7M$0-$13.7M2025-02-07
Oppenheimer Asset Management Inc.
CLOSED0513,961-513,961-100%$12.3M$0-$12.3M2025-02-05
Asset Dedication, LLC
CLOSED0508,261-508,261-100%$12.2M$0-$12.2M2025-01-23
Krilogy Financial LLC
CLOSED0504,830-504,830-100%$12.1M$0-$12.1M2025-01-15
Central Trust Co
CLOSED0502,724-502,724-100%$12.1M$0-$12.1M2025-01-24
Commonwealth Equity Services, LLC
CLOSED0497,623-497,623-100%$11.9K$0-$11.9K2025-02-10
Northwestern Mutual Wealth Management Co
CLOSED0480,055-480,055-100%$11.5M$0-$11.5M2025-02-11
Sound View Wealth Advisors Group, LLC
CLOSED0424,207-424,207-100%$10.2M$0-$10.2M2025-02-07
HighTower Advisors, LLC
CLOSED0422,909-422,909-100%$10.1M$0-$10.1M2025-02-07
Brookstone Capital Management
CLOSED0418,447-418,447-100%$10.0M$0-$10.0M2025-01-13
Steward Partners Investment Advisory, LLC
CLOSED0399,950-399,950-100%$9.6M$0-$9.6M2025-02-06
MKT Advisors LLC
CLOSED0367,015-367,015-100%$8.8M$0-$8.8M2025-01-21
Flow Traders U.S. LLC
CLOSED0358,600-358,600-100%$8.6K$0-$8.6K2025-02-14
Financial Engines Advisors L.L.C.
CLOSED0355,594-355,594-100%$8.5M$0-$8.5M2025-02-12
Kestra Advisory Services, LLC
CLOSED0348,927-348,927-100%$8.4M$0-$8.4M2025-02-10
Stephens Consulting, LLC
CLOSED0346,961-346,961-100%$8.3M$0-$8.3M2025-01-27
Baker Ellis Asset Management LLC
CLOSED0343,389-343,389-100%$8.2M$0-$8.2M2025-01-17
Royal Bank of Canada
CLOSED0329,671-329,671-100%$7.9M$0-$7.9M2025-02-14
Lido Advisors, LLC
CLOSED0326,628-326,628-100%$7.8M$0-$7.8M2025-02-14
Sanctuary Advisors, LLC
CLOSED0320,517-320,517-100%$7.7M$0-$7.7M2025-01-31
Cambridge Investment Research Advisors, Inc.
CLOSED0317,873-317,873-100%$7.6K$0-$7.6K2025-02-14
Faithward Advisors, LLC
CLOSED0313,347-313,347-100%$7.5M$0-$7.5M2025-02-13
Avantax Planning Partners, Inc.
CLOSED0288,678-288,678-100%$6.9M$0-$6.9M2025-02-07
PSI Advisors, LLC
CLOSED0288,235-288,235-100%$6.9M$0-$6.9M2025-01-13
Mariner, LLC
CLOSED0286,558-286,558-100%$6.9M$0-$6.9M2025-02-13
Keeler Thomas Management LLC
CLOSED0260,980-260,980-100%$6.3M$0-$6.3M2025-02-04
Atria Wealth Solutions, Inc.
CLOSED0239,092-239,092-100%$5.7M$0-$5.7M2025-01-31
Baird Financial Group, Inc.
CLOSED0232,672-232,672-100%$5.6M$0-$5.6M2025-02-14
Stifel Financial Corp
CLOSED0228,881-228,881-100%$5.5M$0-$5.5M2025-02-13
Carnegie Investment Counsel
CLOSED0222,544-222,544-100%$5.3M$0-$5.3M2025-01-15
Trinity Wealth Management, LLC
CLOSED0221,183-221,183-100%$5.3M$0-$5.3M2025-01-24
Mercer Global Advisors Inc
CLOSED0220,456-220,456-100%$5.3M$0-$5.3M2025-02-14
Essential Planning, Llc.
CLOSED0213,736-213,736-100%$5.1M$0-$5.1M2025-02-10
Gradient Investments LLC
CLOSED0210,285-210,285-100%$5.0M$0-$5.0M2025-01-21
Susquehanna International Group, LLP
CLOSED0207,181-207,181-100%$5.0M$0-$5.0M2025-02-14
Cetera Investment Advisers
CLOSED0206,078-206,078-100%$4.9M$0-$4.9M2025-02-14
Janney Montgomery Scott LLC
CLOSED0202,536-202,536-100%$4.9K$0-$4.9K2025-01-17
Strategic Blueprint, LLC
CLOSED0199,232-199,232-100%$4.8M$0-$4.8M2025-01-23
IFG Advisory, LLC
CLOSED0196,296-196,296-100%$4.7M$0-$4.7M2025-02-14
Pacific Sage Partners, LLC
CLOSED0195,890-195,890-100%$4.7M$0-$4.7M2025-01-24
Creative Planning
CLOSED0187,477-187,477-100%$4.5M$0-$4.5M2025-02-14
KOM Wealth Management Group, LLC
CLOSED0181,869-181,869-100%$4.4M$0-$4.4M2025-02-14
Atlantic Private Wealth, LLC
CLOSED0174,333-174,333-100%$4.2M$0-$4.2M2025-02-11
Citadel Advisors LLC
CLOSED0170,358-170,358-100%$4.1M$0-$4.1M2025-02-14
Archer Investment Corp
CLOSED0162,019-162,019-100%$3.9M$0-$3.9M2025-01-28
Fullcircle Wealth LLC
CLOSED0161,180-161,180-100%$3.9M$0-$3.9M2025-02-14
HRT Financial LP
CLOSED0160,322-160,322-100%$3.8K$0-$3.8K2025-02-14
4J Wealth Management LLC
CLOSED0159,235-159,235-100%$3.8M$0-$3.8M2025-01-24
Leavell Investment Management, Inc.
CLOSED0157,421-157,421-100%$3.8M$0-$3.8M2025-01-29
CreativeOne Wealth, LLC
CLOSED0151,947-151,947-100%$3.6M$0-$3.6M2025-02-13
Lunt Capital Management, Inc.
CLOSED0151,420-151,420-100%$3.6M$0-$3.6M2025-01-24
MML Investors Services, LLC
CLOSED0138,033-138,033-100%$3.3K$0-$3.3K2025-02-13
Wealthspire Advisors, LLC
CLOSED0131,295-131,295-100%$3.2M$0-$3.2M2025-02-04
CWM, LLC
CLOSED0127,765-127,765-100%$3.1K$0-$3.1K2025-02-04
Montag A & Associates Inc
CLOSED0124,411-124,411-100%$3.0M$0-$3.0M2025-01-30
Probity Advisors, Inc.
CLOSED0123,575-123,575-100%$3.0M$0-$3.0M2025-03-05
Focus Partners Wealth
CLOSED0119,352-119,352-100%$2.9M$0-$2.9M2025-05-29
Black Swift Group, LLC
CLOSED0118,430-118,430-100%$2.8M$0-$2.8M2025-02-06
Envestnet Asset Management Inc
CLOSED0117,673-117,673-100%$2.8M$0-$2.8M2025-02-13
Equitable Holdings, Inc.
CLOSED0115,372-115,372-100%$2.8M$0-$2.8M2025-02-12
Park Avenue Securities LLC
CLOSED0111,195-111,195-100%$2.7K$0-$2.7K2025-01-14
Ameriprise Financial Inc
CLOSED0109,451-109,451-100%$2.6M$0-$2.6M2025-02-14
Evexia Wealth LLC
CLOSED0104,071-104,071-100%$2.5M$0-$2.5M2025-02-13
Beacon Financial Group
CLOSED0101,694-101,694-100%$2.4M$0-$2.4M2025-01-29
Asset Advisors Investment Management, LLC
CLOSED098,290-98,290-100%$2.4M$0-$2.4M2025-02-04
Valmark Advisers, Inc.
CLOSED096,971-96,971-100%$2.3M$0-$2.3M2025-01-30
Allworth Financial LP
CLOSED094,205-94,205-100%$2.3M$0-$2.3M2025-01-30
Lokken Investment Group LLC
CLOSED091,265-91,265-100%$2.2M$0-$2.2M2025-02-12
Stratos Wealth Partners, Ltd.
CLOSED090,922-90,922-100%$2.2M$0-$2.2M2025-01-27
Gould Asset Management LLC
CLOSED082,791-82,791-100%$2.0M$0-$2.0M2025-02-07
Endowment Wealth Management, Inc.
CLOSED082,714-82,714-100%$2.0M$0-$2.0M2025-02-07
Safeguard Financial, LLC
CLOSED080,568-80,568-100%$1.9M$0-$1.9M2025-01-14
Phillips Financial Management, LLC
CLOSED080,145-80,145-100%$1.9M$0-$1.9M2025-02-10
Country Club Bank
CLOSED079,151-79,151-100%$1.9M$0-$1.9M2025-01-27
Stockman Wealth Management, Inc.
CLOSED077,999-77,999-100%$1.9M$0-$1.9M2025-01-28
Portland Global Advisors LLC
CLOSED073,383-73,383-100%$1.8M$0-$1.8M2025-02-12
Associated Banc-Corp
CLOSED072,385-72,385-100%$1.7M$0-$1.7M2025-02-10
Money Concepts Capital Corp
CLOSED071,863-71,863-100%$1.7M$0-$1.7M2025-01-27
Boston Family Office LLC
CLOSED071,139-71,139-100%$1.7K$0-$1.7K2025-02-12
AE Wealth Management LLC
CLOSED070,902-70,902-100%$1.7M$0-$1.7M2025-02-13
Cooper Financial Group
CLOSED069,882-69,882-100%$1.7M$0-$1.7M2025-01-13
Leo Wealth, LLC
CLOSED068,904-68,904-100%$1.7M$0-$1.7M2025-01-28
Howland Capital Management LLC
CLOSED067,726-67,726-100%$1.6M$0-$1.6M2025-01-28
Private Advisor Group, LLC
CLOSED066,331-66,331-100%$1.6M$0-$1.6M2025-02-03
Cherry Tree Wealth Management, LLC
CLOSED064,550-64,550-100%$1.5M$0-$1.5M2025-02-04
Advisory Research Inc
CLOSED064,180-64,180-100%$1.5M$0-$1.5M2025-02-13
Cannon Financial Strategists, Inc.
CLOSED062,488-62,488-100%$1.5M$0-$1.5M2025-02-03
Eldridge Investment Advisors, Inc.
CLOSED062,298-62,298-100%$1.5K$0-$1.5K2025-02-10
Goldman Sachs Group Inc
CLOSED061,707-61,707-100%$1.5M$0-$1.5M2025-02-11
Kestra Private Wealth Services, LLC
CLOSED058,932-58,932-100%$1.4M$0-$1.4M2025-01-28
US Bancorp \de\
CLOSED054,419-54,419-100%$1.3M$0-$1.3M2025-02-05
Compound Planning, Inc.
CLOSED053,011-53,011-100%$1.3M$0-$1.3M2025-01-17
Advance Capital Management, Inc.
CLOSED051,459-51,459-100%$1.2M$0-$1.2M2025-01-06
Resonant Capital Advisors, LLC
CLOSED051,441-51,441-100%$1.2M$0-$1.2M2025-01-24
Summit Wealth Partners, LLC
CLOSED049,672-49,672-100%$1.2M$0-$1.2M2025-01-27
Old Port Advisors
CLOSED049,528-49,528-100%$1.2M$0-$1.2M2025-01-02
Farther Finance Advisors, LLC
CLOSED048,374-48,374-100%$1.2M$0-$1.2M2025-02-10
Schmidt P J Investment Management Inc
CLOSED047,982-47,982-100%$1.2M$0-$1.2M2025-01-27
Montecito Bank & Trust
CLOSED046,649-46,649-100%$1.1M$0-$1.1M2025-01-21
Chatham Capital Group, Inc.
CLOSED045,650-45,650-100%$1.1M$0-$1.1M2025-02-07
Austin Private Wealth, LLC
CLOSED045,310-45,310-100%$1.1M$0-$1.1M2025-01-23
Klaas Financial Asset Advisors, LLC
CLOSED044,681-44,681-100%$1.1M$0-$1.1M2025-01-22
Cerity Partners LLC
CLOSED044,636-44,636-100%$1.1M$0-$1.1M2025-02-13
Crestmont Private Wealth LLC
CLOSED044,204-44,204-100%$1.1M$0-$1.1M2025-01-14
Cambridge Financial Group, LLC
CLOSED043,324-43,324-100%$1.0M$0-$1.0M2025-09-09
Parkside Financial Bank & Trust
CLOSED042,845-42,845-100%$1.0M$0-$1.0M2025-02-05
Reliant Wealth Planning
CLOSED042,698-42,698-100%$1.0M$0-$1.0M2025-01-28
Mill Creek Capital Advisors, LLC
CLOSED042,400-42,400-100%$1.0M$0-$1.0M2025-01-29
Snowden Capital Advisors LLC
CLOSED042,181-42,181-100%$1.0M$0-$1.0M2025-02-14
Coldstream Capital Management Inc
CLOSED040,238-40,238-100%$965.7K$0-$965.7K2025-02-14
Regal Investment Advisors LLC
CLOSED039,854-39,854-100%$956.5K$0-$956.5K2025-02-13
Midwest Professional Planners, Ltd.
CLOSED039,600-39,600-100%$950.4K$0-$950.4K2025-02-10
Crew Capital Management, Ltd
CLOSED038,641-38,641-100%$927.4K$0-$927.4K2025-02-06
Ameritas Advisory Services, LLC
CLOSED037,610-37,610-100%$902.6K$0-$902.6K2025-01-15
True Link Financial Advisors, LLC
CLOSED037,600-37,600-100%$902.4K$0-$902.4K2025-01-16
D.A. Davidson & Co.
CLOSED036,743-36,743-100%$881.8K$0-$881.8K2025-01-31
Wealth Advisory Solutions, LLC
CLOSED035,318-35,318-100%$847.6K$0-$847.6K2025-02-06
Accretive Wealth Partners, LLC
CLOSED033,849-33,849-100%$812.4K$0-$812.4K2025-01-30
Beacon Financial Planning, Inc
CLOSED032,703-32,703-100%$784.9K$0-$784.9K2025-01-27
Bailard, Inc.
CLOSED032,655-32,655-100%$783.7K$0-$783.7K2025-02-05
Fairhaven Wealth Management, LLC
CLOSED031,586-31,586-100%$758.1K$0-$758.1K2025-02-04
Consolidated Portfolio Review Corp
CLOSED031,055-31,055-100%$745.3K$0-$745.3K2025-01-27
Cyndeo Wealth Partners, LLC
CLOSED030,220-30,220-100%$725.3K$0-$725.3K2025-01-21
Arkadios Wealth Advisors
CLOSED030,119-30,119-100%$722.9K$0-$722.9K2025-01-15
Sigma Planning Corp
CLOSED028,173-28,173-100%$676.2K$0-$676.2K2025-02-03
Savant Capital, LLC
CLOSED028,047-28,047-100%$673.1K$0-$673.1K2025-01-29
Horizons Wealth Management
CLOSED028,008-28,008-100%$672.2K$0-$672.2K2025-01-07
Jane Street Group, LLC
CLOSED026,636-26,636-100%$639.3K$0-$639.3K2025-02-14
United Capital Financial Advisors, LLC
CLOSED026,475-26,475-100%$635.4K$0-$635.4K2025-02-13
Greater Midwest Financial Group, LLC
CLOSED026,055-26,055-100%$625.3K$0-$625.3K2025-01-21
BCS Wealth Management
CLOSED025,634-25,634-100%$615$0-$6152025-01-13
RVW Wealth, LLC
CLOSED025,565-25,565-100%$613.6K$0-$613.6K2025-01-23
Global Retirement Partners, LLC
CLOSED025,199-25,199-100%$604.8K$0-$604.8K2025-01-31
Geneos Wealth Management Inc.
CLOSED024,537-24,537-100%$588.9K$0-$588.9K2025-01-21
Roberts Financial Services LLC
CLOSED022,845-22,845-100%$548.3K$0-$548.3K2025-01-17
Koss-Olinger Consulting, LLC
CLOSED022,129-22,129-100%$531.0K$0-$531.0K2025-02-11
Barrett & Company, Inc.
CLOSED021,989-21,989-100%$527.7K$0-$527.7K2025-01-28
CIBC World Market Inc.
CLOSED021,950-21,950-100%$527$0-$5272025-01-23
Granite Harbor Advisors, Inc.
CLOSED021,765-21,765-100%$522.4K$0-$522.4K2025-01-23
Compass Ion Advisors, LLC
CLOSED021,731-21,731-100%$521.5K$0-$521.5K2025-02-11
Atwater Malick LLC
CLOSED020,443-20,443-100%$490.6K$0-$490.6K2025-01-15
StoneX Group Inc.
CLOSED020,287-20,287-100%$486.9K$0-$486.9K2025-08-13
Wespac Advisors, LLC
CLOSED019,900-19,900-100%$477.6K$0-$477.6K2025-02-04
Madden Advisory Services, Inc.
CLOSED019,808-19,808-100%$475.4K$0-$475.4K2025-02-13
Foundry Financial Group, Inc.
CLOSED019,508-19,508-100%$468.2K$0-$468.2K2025-02-07
Cary Street Partners Investment Advisory LLC
CLOSED019,452-19,452-100%$466.8K$0-$466.8K2025-02-14
Thoroughbred Financial Services, LLC
CLOSED019,393-19,393-100%$465$0-$4652025-02-12
Atlantic Union Bankshares Corp
CLOSED019,244-19,244-100%$461.9K$0-$461.9K2025-02-07
Advisory Services Network, LLC
CLOSED019,234-19,234-100%$461.2K$0-$461.2K2025-02-13
Atlantic Trust Group, LLC
CLOSED018,935-18,935-100%$454.4K$0-$454.4K2025-02-12
Signature Wealth Management Group
CLOSED018,724-18,724-100%$449.4K$0-$449.4K2025-02-10
Straight Path Wealth Management
CLOSED017,348-17,348-100%$416.4K$0-$416.4K2025-02-06
Redw Wealth LLC
CLOSED017,255-17,255-100%$414.1K$0-$414.1K2025-02-07
Beacon Pointe Advisors, LLC
CLOSED016,881-16,881-100%$405.1K$0-$405.1K2025-02-14
James Investment Research, Inc.
CLOSED016,775-16,775-100%$402.6K$0-$402.6K2025-01-30
Commerce Bank
CLOSED016,471-16,471-100%$395.3K$0-$395.3K2025-02-13
Robertson Stephens Wealth Management, LLC
CLOSED016,340-16,340-100%$392.2K$0-$392.2K2025-01-27
Independent Financial Group, LLC
CLOSED016,214-16,214-100%$389.1K$0-$389.1K2026-06-12
Granite Bay Wealth Management, LLC
CLOSED016,000-16,000-100%$384$0-$3842025-01-13
Private Trust Co NA
CLOSED015,594-15,594-100%$374.3K$0-$374.3K2025-02-05
Greenfield Savings Bank
CLOSED015,148-15,148-100%$363.6K$0-$363.6K2025-01-13
Apollon Wealth Management, LLC
CLOSED014,711-14,711-100%$353.1K$0-$353.1K2025-01-28
Apella Capital, LLC
CLOSED014,622-14,622-100%$349.5K$0-$349.5K2025-01-14
McCarthy & Cox
CLOSED014,382-14,382-100%$345.2K$0-$345.2K2025-01-16
Steele Capital Management, Inc.
CLOSED014,316-14,316-100%$343.6K$0-$343.6K2025-01-31
Wealth Enhancement Advisory Services, LLC
CLOSED014,308-14,308-100%$343.4K$0-$343.4K2025-03-17
Cross Staff Investments Inc
CLOSED014,185-14,185-100%$340.4K$0-$340.4K2025-01-24
Simplicity Wealth,LLC
CLOSED014,139-14,139-100%$339.3K$0-$339.3K2025-02-07
Commonwealth Financial Services, LLC
CLOSED013,924-13,924-100%$332.9K$0-$332.9K2025-01-27
J.W. Cole Advisors, Inc.
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Principal Securities, Inc.
CLOSED012,781-12,781-100%$306.7K$0-$306.7K2025-01-30
Old Second National Bank of Aurora
CLOSED012,670-12,670-100%$304.1K$0-$304.1K2025-01-23
Two Sigma Securities, LLC
CLOSED012,477-12,477-100%$299.4K$0-$299.4K2025-02-14
Signature Estate & Investment Advisors LLC
CLOSED012,402-12,402-100%$297.6K$0-$297.6K2025-02-11
Claro Advisors Inc.
CLOSED011,967-11,967-100%$287.2K$0-$287.2K2025-01-13
H D Vest Advisory Services
CLOSED011,844-11,844-100%$284.2K$0-$284.2K2025-02-10
Focus Partners Advisor Solutions, LLC
CLOSED011,565-11,565-100%$277.6K$0-$277.6K2025-02-18
Northwest Wealth Management, LLC
CLOSED011,565-11,565-100%$277.6K$0-$277.6K2025-02-10
Baron Silver Stevens Financial Advisors, LLC
CLOSED011,263-11,263-100%$270.3K$0-$270.3K2025-01-17
Alterna Wealth Management, Inc
CLOSED011,115-11,115-100%$266.8K$0-$266.8K2025-01-24
Conrad Siegel Investment Advisors, Inc.
CLOSED010,703-10,703-100%$256.9K$0-$256.9K2025-01-13
Empower Advisory Group, LLC
CLOSED010,464-10,464-100%$251.1K$0-$251.1K2025-01-31
CFS Investment Advisory Services, LLC
CLOSED010,459-10,459-100%$251$0-$2512025-01-21
American Trust
CLOSED010,436-10,436-100%$250.5K$0-$250.5K2025-02-18
Prosperity Planning, Inc.
CLOSED010,252-10,252-100%$246.0K$0-$246.0K2025-01-17
OneDigital Investment Advisors LLC
CLOSED09,994-9,994-100%$239.9K$0-$239.9K2025-02-13
Atria Investments, Inc
CLOSED09,988-9,988-100%$239.7K$0-$239.7K2025-02-06
Element Wealth, LLC
CLOSED09,970-9,970-100%$239.3K$0-$239.3K2025-02-03
Diversify Advisory Services, LLC
CLOSED09,728-9,728-100%$233.1K$0-$233.1K2025-01-16
Black Cypress Capital Management, LLC
CLOSED09,545-9,545-100%$229.1K$0-$229.1K2025-02-13
Koshinski Asset Management, Inc.
CLOSED09,436-9,436-100%$226.5K$0-$226.5K2025-01-16
Corient Private Wealth LP
CLOSED09,220-9,220-100%$221.3K$0-$221.3K2025-02-10
G&S Capital LLC
CLOSED08,967-8,967-100%$215.2K$0-$215.2K2025-01-30
Insight 2811, Inc.
CLOSED08,661-8,661-100%$207.9K$0-$207.9K2025-02-11
Lantz Financial LLC
CLOSED08,605-8,605-100%$206.5K$0-$206.5K2025-01-21
Pineridge Advisors LLC
CLOSED08,588-8,588-100%$206.1K$0-$206.1K2025-01-29
Ashton Thomas Private Wealth, LLC
CLOSED08,450-8,450-100%$202.8K$0-$202.8K2025-02-07
Mascoma Wealth Management LLC
CLOSED08,400-8,400-100%$201.6K$0-$201.6K2025-02-10
Glenview Trust Co
CLOSED08,400-8,400-100%$201.6K$0-$201.6K2025-02-10
Elevate Wealth Advisory, Inc
CLOSED08,370-8,370-100%$200.9K$0-$200.9K2025-02-11
Strid Group, LLC
CLOSED08,350-8,350-100%$200.4K$0-$200.4K2025-01-28
Templeton & Phillips Capital Management, LLC
CLOSED07,200-7,200-100%$172.8K$0-$172.8K2025-02-11
Comerica Bank
CLOSED07,149-7,149-100%$171.6K$0-$171.6K2025-02-14
Arcadia Investment Management Corp
CLOSED06,500-6,500-100%$156.0K$0-$156.0K2025-02-03
Princeton Global Asset Management LLC
CLOSED06,427-6,427-100%$154.2K$0-$154.2K2025-01-24
Laurel Wealth Advisors LLC
CLOSED06,200-6,200-100%$148.8K$0-$148.8K2025-01-14
Balentine LLC
CLOSED05,530-5,530-100%$132.7K$0-$132.7K2025-01-29
Private Capital Management LLC
CLOSED05,485-5,485-100%$131.6K$0-$131.6K2025-02-05
Blair William & Co
CLOSED05,151-5,151-100%$123.6K$0-$123.6K2025-02-12
Berthel, Fisher & Company Financial Services, Inc.
CLOSED04,300-4,300-100%$103.2K$0-$103.2K2026-10-30
FTB Advisors, Inc.
CLOSED03,836-3,836-100%$92.1K$0-$92.1K2025-02-03
Crewe Advisors LLC
CLOSED03,070-3,070-100%$73.7K$0-$73.7K2025-01-27
Colonial Trust Co / SC
CLOSED03,004-3,004-100%$72.1K$0-$72.1K2025-02-14
CVA Family Office, LLC
CLOSED02,940-2,940-100%$70.6K$0-$70.6K2025-01-07
Bogart Wealth, LLC
CLOSED02,805-2,805-100%$67.3K$0-$67.3K2025-01-30
Oliver Lagore Vanvalin Investment Group
CLOSED02,796-2,796-100%$67.1K$0-$67.1K2025-04-01
Spectrum Wealth Counsel, LLC
CLOSED02,738-2,738-100%$65.7K$0-$65.7K2025-02-05
Harbor Investment Advisory, LLC
CLOSED02,500-2,500-100%$60.0K$0-$60.0K2025-01-16
Pinnacle Bancorp, Inc.
CLOSED02,086-2,086-100%$50.1K$0-$50.1K2025-01-14
United Community Bank
CLOSED02,039-2,039-100%$48.9K$0-$48.9K2025-02-07
Capital Analysts, LLC
CLOSED01,897-1,897-100%$46$0-$462025-02-14
HHM Wealth Advisors, LLC
CLOSED01,750-1,750-100%$42.0K$0-$42.0K2025-01-24
Kennebec Savings Bank
CLOSED01,713-1,713-100%$41.1K$0-$41.1K2025-01-23
West Branch Capital LLC
CLOSED01,500-1,500-100%$36.0K$0-$36.0K2025-01-17
Washington Trust Advisors, Inc.
CLOSED01,423-1,423-100%$34.2K$0-$34.2K2025-02-06
Spire Wealth Management
CLOSED01,400-1,400-100%$33.6K$0-$33.6K2025-01-24
Robbins Farley
CLOSED01,335-1,335-100%$32.0K$0-$32.0K2025-01-27
CarsonAllaria Wealth Management, Ltd.
CLOSED01,170-1,170-100%$28.1K$0-$28.1K2025-01-27
Access Investment Management LLC
CLOSED01,010-1,010-100%$24.2K$0-$24.2K2025-02-04
Glen Eagle Advisors, LLC
CLOSED0965-965-100%$23.2K$0-$23.2K2025-02-18
Financial Management Professionals, Inc.
CLOSED0936-936-100%$22$0-$222025-01-15
Adirondack Trust Co
CLOSED0718-718-100%$17.2K$0-$17.2K2025-01-17
First Premier Bank
CLOSED0666-666-100%$16$0-$162025-01-17
AdvisorNet Financial, Inc
CLOSED0604-604-100%$14.5K$0-$14.5K2025-01-13
Scissortail Wealth Management, LLC
CLOSED0563-563-100%$18.3M$0-$18.3M2025-02-14
Assetmark, Inc
CLOSED0447-447-100%$10.7K$0-$10.7K2025-02-06
DT Investment Partners, LLC
CLOSED0311-311-100%$7.5K$0-$7.5K2025-01-30
Talon Private Wealth, LLC
CLOSED0275-275-100%$6.6K$0-$6.6K2025-04-01
Proequities, Inc.
CLOSED0272-272-100%$6.5K$0-$6.5K2025-02-13
JPMorgan Chase & Co
CLOSED0252-252-100%$6.0K$0-$6.0K2025-02-12
AllSquare Wealth Management LLC
CLOSED0210-210-100%$5.0K$0-$5.0K2025-02-11
ST Germain D J Co Inc
CLOSED0196-196-100%$4.7K$0-$4.7K2025-01-10
Sunbelt Securities, Inc.
CLOSED0194-194-100%$4.7K$0-$4.7K2025-02-18
Key FInancial Inc
CLOSED0168-168-100%$4.0K$0-$4.0K2025-01-31
Evergreen Private Wealth LLC
CLOSED0127-127-100%$3.0K$0-$3.0K2025-02-07
Tower Research Capital LLC (TRC)
CLOSED0100-100-100%$2.4K$0-$2.4K2025-02-13
Lowe fs, LLC
CLOSED094-94-100%$2.3K$0-$2.3K2025-01-10
PNC Financial Services Group, Inc.
CLOSED051-51-100%$1.2K$0-$1.2K2025-02-07
Nemes Rush Group LLC
CLOSED046-46-100%$1.1K$0-$1.1K2025-02-12
Citigroup Inc
CLOSED040-40-100%$960$0-$9602025-02-12
FMR LLC
CLOSED02-2-100%$48$0-$482026-11-05
CoreCap Advisors, LLC
CLOSED01-1-100%$23$0-$232025-02-14
Raymond James & Associates
N/A—475,208-475,208-100%$11.4M———
Raymond James Financial Services Advisors, Inc.
N/A—276,866-276,866-100%$6.6M———
Raymond James Trust N.A.
N/A—21,361-21,361-100%$512.7K———
American Planning Services, Inc.
N/A—17,349-17,349-100%$416.4K———
Cary Street Partners Asset Management LLC
N/A—9,519-9,519-100%$228.5K———
FinTrust Capital Advisors, LLC
N/A—1,471-1,471-100%$35.3K———
Showing 286 of 286 institutions