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JPMorgan Income ETF (JPIE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Syntegra Private Wealth Group, LLC
INCREASED
Shares2,127,337 from 1,662,025
Change+465,312 (+28%)
Value$95.5M (+$19.0M)
Filed 2026-10-13
Southern Financial Group, LLC
INCREASED
Shares1,571,276 from 1,410,454
Change+160,822 (+11%)
Value$70.5M (+$5.6M)
Filed 2026-10-30
Williams Financial, LLC
INCREASED
Shares1,158,490 from 1,120,305
Change+38,185 (+3%)
Value$52.0M (+$414.5K)
Filed 2026-10-19
Enclave Advisors LLC
INCREASED
Shares1,092,579 from 960,511
Change+132,068 (+14%)
Value$49.0M (+$4.8M)
Filed 2026-10-14
Wagner Wealth Management, LLC
INCREASED
Shares1,084,855 from 1,034,574
Change+50,281 (+5%)
Value$48.7M (+$1.1M)
Filed 2026-10-21
D'Orazio & Associates, Inc.
INCREASED
Shares1,064,683 from 991,357
Change+73,326 (+7%)
Value$47.8M (+$2.1M)
Filed 2026-11-04
Leverty Financial Group, LLC
INCREASED
Shares977,616 from 224,324
Change+753,292 (+336%)
Value$43.9M (+$33.6M)
Filed 2026-10-08
Truist Financial Corp
INCREASED
Shares976,205 from 879,721
Change+96,484 (+11%)
Value$43.8M (+$3.3M)
Filed 2026-10-30
Capital Advisors Wealth Management, LLC
INCREASED
Shares949,910 from 712,743
Change+237,167 (+33%)
Value$42.6M (+$9.8M)
Filed 2026-10-09
Confluence Wealth Services, Inc.
INCREASED
Shares889,323 from 740,802
Change+148,521 (+20%)
Value$39.9M (+$5.8M)
Filed 2026-11-05
Diversified Enterprises, LLC
INCREASED
Shares842,544 from 822,163
Change+20,381 (+2%)
Value$37.8M (-$38.8K)
Filed 2026-10-19
Bernardo Wealth Planning LLC
INCREASED
Shares809,924 from 371,857
Change+438,067 (+118%)
Value$36.4M (+$19.2M)
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares745,151 from 688,506
Change+56,645 (+8%)
Value$33.5K (-$31.7M)
Filed 2026-11-02
Means Investment Co., Inc.
INCREASED
Shares735,936 from 501,929
Change+234,007 (+47%)
Value$33.0M (+$9.9M)
Filed 2026-11-03
Planned Solutions, Inc.
INCREASED
Shares653,490 from 544,008
Change+109,482 (+20%)
Value$29.3M (+$4.3M)
Filed 2026-10-19
Element Pointe Advisors, LLC
INCREASED
Shares631,326 from 485,022
Change+146,304 (+30%)
Value$28.3M (+$6.0M)
Filed 2026-10-21
Scott Capital Advisors, LLC
INCREASED
Shares627,371 from 597,811
Change+29,560 (+5%)
Value$28.1M (+$583.3K)
Filed 2026-10-13
Wealthcare Advisory Partners LLC
DECREASED
Shares616,998 from 630,709
Change-13,711 (-2%)
Value$27.7M (-$1.3M)
Filed 2026-10-21
Armor Investment Advisors, LLC
INCREASED
Shares615,283 from 589,846
Change+25,437 (+4%)
Value$27.6M (+$457.7K)
Filed 2026-10-27
Lodestar Private Asset Management LLC
DECREASED
Shares614,640 from 642,277
Change-27,637 (-4%)
Value$27.6M (-$2.0M)
Filed 2026-10-26
D.A. Davidson & Co.
INCREASED
Shares609,237 from 582,072
Change+27,165 (+5%)
Value$27.3M (+$544.2K)
Filed 2026-10-28
Resonant Capital Advisors, LLC
INCREASED
Shares607,907 from 562,989
Change+44,918 (+8%)
Value$27.3M (+$1.4M)
Filed 2026-10-15
Schneider Downs Wealth Management Advisors, LP
INCREASED
Shares587,198 from 533,150
Change+54,048 (+10%)
Value$26.4M (+$1.8M)
Filed 2026-10-27
NavPoint Financial, Inc.
INCREASED
Shares577,457 from 519,341
Change+58,116 (+11%)
Value$25.9M (+$2.0M)
Filed 2026-10-21
Pecaut & Co.
NEW
Shares569,220
Change+569,220
Value$25.6M
Filed 2026-10-27
Apollon Wealth Management, LLC
INCREASED
Shares567,140 from 498,556
Change+68,584 (+14%)
Value$25.5M (+$2.5M)
Filed 2026-10-23
Lineweaver Wealth Advisors, LLC
INCREASED
Shares555,932 from 537,386
Change+18,546 (+3%)
Value$25.0M (+$209.2K)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares537,286 from 392,373
Change+144,913 (+37%)
Value$24.1M (+$6.0M)
Filed 2026-11-02
Certified Advisory Corp
INCREASED
Shares533,801 from 517,962
Change+15,839 (+3%)
Value$24.0M (+$110.2K)
Filed 2026-10-29
Apella Capital, LLC
NEW
Shares524,647
Change+524,647
Value$23.5M
Filed 2026-10-08
Perigon Wealth Management, LLC
INCREASED
Shares501,411 from 447,195
Change+54,216 (+12%)
Value$22.5M (+$1.9M)
Filed 2026-10-22
Echo Wealth Management, LLC
INCREASED
Shares497,601 from 466,277
Change+31,324 (+7%)
Value$22.3M (+$865.3K)
Filed 2026-10-15
True North Advisors, LLC
DECREASED
Shares446,378 from 488,499
Change-42,121 (-9%)
Value$20.0M (-$2.5M)
Filed 2026-10-22
Peterson Wealth Advisors, LLC
INCREASED
Shares442,990 from 414,634
Change+28,356 (+7%)
Value$19.9M (+$791.9K)
Filed 2026-10-08
Visionary Wealth Advisors
DECREASED
Shares436,987 from 503,272
Change-66,285 (-13%)
Value$19.6M (-$3.6M)
Filed 2026-11-04
Pearl Planning LLC
INCREASED
Shares418,492 from 391,356
Change+27,136 (+7%)
Value$18.8M (+$764.2K)
Filed 2026-10-13
Whitaker-Myers Wealth Managers, Ltd.
NEW
Shares405,276
Change+405,276
Value$18.2M
Filed 2026-10-09
Magnus Financial Group LLC
INCREASED
Shares397,837 from 372,965
Change+24,872 (+7%)
Value$17.9M (+$683.9K)
Filed 2026-10-21
Commonwealth Equity Services, LLC
DECREASED
Shares374,515 from 397,952
Change-23,437 (-6%)
Value$16.8M (-$1.5M)
Filed 2026-11-02
Elevation Point Wealth Partners, LLC
INCREASED
Shares373,080 from 369,273
Change+3,807 (+1%)
Value$16.7M (-$257.5K)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares364,915 from 329,163
Change+35,752 (+11%)
Value$16.4M (+$1.2M)
Filed 2026-10-08
Pinion Investment Advisors, LLC
INCREASED
Shares358,909 from 349,358
Change+9,551 (+3%)
Value$16.1M (+$23.5K)
Filed 2026-11-04
Park Avenue Securities LLC
INCREASED
Shares345,126 from 322,942
Change+22,184 (+7%)
Value$15.5K (-$14.9M)
Filed 2026-10-26
Beam Wealth Advisors, Inc.
INCREASED
Shares341,266 from 309,484
Change+31,782 (+10%)
Value$15.3M (+$1.1M)
Filed 2026-11-03
Clear Trail Advisors, LLC
INCREASED
Shares330,536 from 329,004
Change+1,532 (+0%)
Value$14.8M (-$312.9K)
Filed 2026-10-20
Fagan Associates, Inc.
INCREASED
Shares297,025 from 272,160
Change+24,865 (+9%)
Value$13.3M (+$800.5K)
Filed 2026-10-13
FMA Wealth Management, LLC
INCREASED
Shares279,695 from 272,348
Change+7,347 (+3%)
Value$12.6M (+$13.9K)
Filed 2026-10-21
Andrews Advisory Associates, LLC
INCREASED
Shares266,735 from 233,186
Change+33,549 (+14%)
Value$12.0M (+$1.2M)
Filed 2026-10-15
Cadent Capital Advisors, LLC
NEW
Shares266,483
Change+266,483
Value$12.0M
Filed 2026-10-09
Krilogy Financial LLC
INCREASED
Shares257,229 from 248,774
Change+8,455 (+3%)
Value$11.5M (+$70.4K)
Filed 2026-10-13
Axxcess Wealth Management, LLC
INCREASED
Shares254,795 from 206,221
Change+48,574 (+24%)
Value$11.4M (+$1.9M)
Filed 2026-10-21
Penney Financial, LLC
INCREASED
Shares243,280 from 211,958
Change+31,322 (+15%)
Value$10.9M (+$1.2M)
Filed 2026-10-20
Kingswood Wealth Advisors, LLC
INCREASED
Shares233,564 from 137,767
Change+95,797 (+70%)
Value$10.5M (+$4.1M)
Filed 2026-10-23
Winebrenner Capital Management LLC
DECREASED
Shares227,521 from 231,407
Change-3,886 (-2%)
Value$10.2M (-$442.9K)
Filed 2026-10-07
Emerald Advisors, LLC
INCREASED
Shares226,651 from 77,189
Change+149,462 (+194%)
Value$10.2M (+$6.6M)
Filed 2026-10-13
Pennsylvania Capital Management Inc
DECREASED
Shares224,516 from 466,095
Change-241,579 (-52%)
Value$10.1M (-$11.4M)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares224,108 from 169,791
Change+54,317 (+32%)
Value$10.1M (+$2.3M)
Filed 2026-10-13
Optima Capital LLC
INCREASED
Shares219,312 from 147,054
Change+72,258 (+49%)
Value$9.8M (+$3.1M)
Filed 2026-10-29
Davenport & Co LLC
INCREASED
Shares217,562 from 197,535
Change+20,027 (+10%)
Value$9.8M (+$669.9K)
Filed 2026-10-14
HBW Advisory Services LLC
DECREASED
Shares214,802 from 408,821
Change-194,019 (-47%)
Value$9.6M (-$9.2M)
Filed 2026-10-15
Royal Harbor Partners, LLC
INCREASED
Shares213,874 from 206,758
Change+7,116 (+3%)
Value$9.6M (+$79.6K)
Filed 2026-10-29
Founders Financial Securities LLC
INCREASED
Shares212,471 from 205,467
Change+7,004 (+3%)
Value$9.5M (+$76.1K)
Filed 2026-10-28
Financial Futures Ltd Liability Co.
DECREASED
Shares211,785 from 224,615
Change-12,830 (-6%)
Value$9.5M (-$836.5K)
Filed 2026-10-13
Daymark Wealth Partners, LLC
INCREASED
Shares206,822 from 195,698
Change+11,124 (+6%)
Value$9.3M (+$272.3K)
Filed 2026-11-04
Independence Asset Advisors, LLC
INCREASED
Shares206,229 from 205,692
Change+537 (+0%)
Value$9.3M (-$214.5K)
Filed 2026-10-23
Beaumont Financial Advisors, LLC
INCREASED
Shares203,808 from 66,756
Change+137,052 (+205%)
Value$9.1M (+$6.1M)
Filed 2026-10-22
BankPlus Wealth Management LLC
DECREASED
Shares199,189 from 205,578
Change-6,389 (-3%)
Value$8.9M (-$525.2K)
Filed 2026-10-13
Waterway Wealth Management, LLC
NEW
Shares198,329
Change+198,329
Value$8.9M
Filed 2026-10-28
Mather Group, Llc.
INCREASED
Shares192,778 from 185,130
Change+7,648 (+4%)
Value$8.7M (+$128.6K)
Filed 2026-10-14
SkyOak Wealth, LLC
DECREASED
Shares181,296 from 181,837
Change-541 (0%)
Value$8.1M (-$235.2K)
Filed 2026-10-28
Acumen Wealth Advisors, LLC
INCREASED
Shares174,532 from 16,222
Change+158,310 (+976%)
Value$7.8M (+$7.1M)
Filed 2026-11-05
McCarthy Asset Management, Inc.
INCREASED
Shares173,493 from 171,797
Change+1,696 (+1%)
Value$7.8M (-$123.1K)
Filed 2026-10-20
Northland Securities, Inc.
DECREASED
Shares169,636 from 397,103
Change-227,467 (-57%)
Value$17.8M (-$451.7K)
Filed 2026-11-02
MGO One Seven LLC
DECREASED
Shares167,934 from 208,086
Change-40,152 (-19%)
Value$7.5M (-$2.0M)
Filed 2026-10-28
EPG Wealth Management LLC
INCREASED
Shares166,282 from 145,507
Change+20,775 (+14%)
Value$7.5M (+$763.8K)
Filed 2026-11-03
Asset Advisory Group, Inc.
INCREASED
Shares159,080 from 151,112
Change+7,968 (+5%)
Value$7.1M (+$182.4K)
Filed 2026-10-20
Financial Management Professionals, Inc.
DECREASED
Shares158,001 from 163,468
Change-5,467 (-3%)
Value$7.1M (-$435.1K)
Filed 2026-10-23
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares155,582 from 146,916
Change+8,666 (+6%)
Value$7.0M (+$206.1K)
Filed 2026-10-13
Focus Financial Network, Inc.
DECREASED
Shares149,465 from 178,616
Change-29,151 (-16%)
Value$6.7M (-$1.5M)
Filed 2026-10-14
Etesian Wealth Advisors, Inc.
DECREASED
Shares148,157 from 151,244
Change-3,087 (-2%)
Value$6.7M (-$314.0K)
Filed 2026-10-27
Kelly Financial Group LLC
INCREASED
Shares142,025 from 132,006
Change+10,019 (+8%)
Value$6.4M (+$296.6K)
Filed 2026-10-16
TD Waterhouse Canada Inc.
INCREASED
Shares140,394 from 14,360
Change+126,034 (+878%)
Value$6.3M (+$5.6M)
Filed 2026-10-16
Jeter Robert S II
INCREASED
Shares137,976 from 128,769
Change+9,207 (+7%)
Value$6.2M (+$274.7K)
Filed 2026-10-16
Fiduciary Alliance LLC
DECREASED
Shares131,852 from 141,889
Change-10,037 (-7%)
Value$5.9M (-$615.1K)
Filed 2026-10-13
Lionsbridge Wealth Management LLC
DECREASED
Shares131,493 from 137,667
Change-6,174 (-4%)
Value$5.9M (-$436.8K)
Filed 2026-10-26
Overbrook Management Corp
INCREASED
Shares130,215 from 126,260
Change+3,955 (+3%)
Value$5.8M (+$31.1K)
Filed 2026-10-08
Red Mountain Financial, LLC
INCREASED
Shares130,054 from 121,297
Change+8,757 (+7%)
Value$5.8M (+$252.4K)
Filed 2026-11-03
US Bancorp \de\
INCREASED
Shares123,246 from 116,668
Change+6,578 (+6%)
Value$5.5M (+$159.6K)
Filed 2026-11-05
Apex Wealth Management, LLC
NEW
Shares120,869
Change+120,869
Value$5.4M
Filed 2026-10-20
Citizens National Bank Trust Department
INCREASED
Shares117,106 from 91,267
Change+25,839 (+28%)
Value$5.3M (+$1.1M)
Filed 2026-11-04
Beacon Bank & Trust
INCREASED
Shares116,872 from 106,930
Change+9,942 (+9%)
Value$5.2M (+$322.3K)
Filed 2026-10-27
Chesley Taft & Associates LLC
INCREASED
Shares111,280 from 87,890
Change+23,390 (+27%)
Value$5.0M (+$948.0K)
Filed 2026-10-13
Ignite Planners, LLC
NEW
Shares111,031
Change+111,031
Value$5.0M
Filed 2026-10-14
Nordwand Advisors, LLC
UNCHANGED
Shares109,943 from 109,943
Change0 (0%)
Value$4.9M (-$127.5K)
Filed 2026-11-05
Retirement Planning Group, LLC
DECREASED
Shares108,605 from 109,450
Change-845 (-1%)
Value$4.9M (-$164.9K)
Filed 2026-10-19
Miller Global Investments, LLC
INCREASED
Shares102,708 from 94,063
Change+8,645 (+9%)
Value$4.6M (+$279.0K)
Filed 2026-10-02
Creative Planning
DECREASED
Shares102,412 from 111,663
Change-9,251 (-8%)
Value$4.6M (-$544.8K)
Filed 2026-11-02
William Mack & Associates, Inc.
INCREASED
Shares98,704 from 50,476
Change+48,228 (+96%)
Value$4.4M (+$2.1M)
Filed 2026-10-27
InTrack Investment Management Inc
INCREASED
Shares98,626 from 70,941
Change+27,685 (+39%)
Value$4.4M (+$1.2M)
Filed 2026-10-15
LifeGoal Investments, LLC
DECREASED
Shares97,184 from 118,529
Change-21,345 (-18%)
Value$4.4M (-$1.1M)
Filed 2026-10-09
Montecito Bank & Trust
INCREASED
Shares95,261 from 94,259
Change+1,002 (+1%)
Value$4.3M (-$64.4K)
Filed 2026-10-01
Omni 360 Wealth, Inc.
INCREASED
Shares94,963 from 93,154
Change+1,809 (+2%)
Value$4.3M (-$26.9K)
Filed 2026-10-13
Evolution Wealth Advisors, LLC
DECREASED
Shares94,789 from 96,602
Change-1,813 (-2%)
Value$4.3M (-$193.4K)
Filed 2026-11-03
First Citizens Financial Corp
INCREASED
Shares89,498 from 84,738
Change+4,760 (+6%)
Value$4.0M (+$115.4K)
Filed 2026-10-02
RFG Advisory, LLC
INCREASED
Shares86,857 from 71,554
Change+15,303 (+21%)
Value$3.9M (+$603.9K)
Filed 2026-11-03
Madrid Wealth Management, LLC
INCREASED
Shares83,997 from 60,854
Change+23,143 (+38%)
Value$3.8M (+$968.3K)
Filed 2026-10-23
Layline Advisors, LLC
INCREASED
Shares81,174 from 71,973
Change+9,201 (+13%)
Value$3.6M (+$329.5K)
Filed 2026-11-02
Future Financial Wealth Managment LLC
INCREASED
Shares79,639 from 74,866
Change+4,773 (+6%)
Value$3.6M (+$149.1K)
Filed 2026-10-15
Triad Wealth Partners, LLC
INCREASED
Shares78,571 from 74,154
Change+4,417 (+6%)
Value$3.5M (+$138.9K)
Filed 2026-10-26
J.W. Cole Advisors, Inc.
INCREASED
Shares75,420 from 72,608
Change+2,812 (+4%)
Value$3.4M (+$42.0K)
Filed 2026-11-05
Choreo, LLC
DECREASED
Shares73,163 from 119,274
Change-46,111 (-39%)
Value$3.3M (-$2.2M)
Filed 2026-10-28
Peck Wealth Management, LLC
DECREASED
Shares72,522 from 82,302
Change-9,780 (-12%)
Value$3.3M (-$534.5K)
Filed 2026-10-29
Narus Financial Partners, LLC
DECREASED
Shares72,476 from 74,803
Change-2,327 (-3%)
Value$3.3M (-$191.2K)
Filed 2026-10-19
BNB Wealth Management, LLC
INCREASED
Shares71,976 from 68,866
Change+3,110 (+5%)
Value$3.2M (+$59.7K)
Filed 2026-10-28
Financial Partners Group, Inc
DECREASED
Shares71,838 from 74,928
Change-3,090 (-4%)
Value$3.2M (-$225.6K)
Filed 2026-10-19
PFG Advisors
INCREASED
Shares71,106 from 61,207
Change+9,899 (+16%)
Value$3.2M (+$373.3K)
Filed 2026-10-16
Prospera Financial Services Inc
INCREASED
Shares70,067 from 60,770
Change+9,297 (+15%)
Value$3.2M (+$372.1K)
Filed 2026-11-04
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares68,381 from 68,755
Change-374 (-1%)
Value$3.1M (-$96.5K)
Filed 2026-10-14
WealthPlan Investment Management, LLC
INCREASED
Shares66,981 from 55,742
Change+11,239 (+20%)
Value$3.0M (+$439.9K)
Filed 2026-10-15
Entrust Financial LLC
NEW
Shares65,706
Change+65,706
Value$2.9M
Filed 2026-11-04
Centurion Wealth Management LLC
DECREASED
Shares65,238 from 70,932
Change-5,694 (-8%)
Value$2.9M (-$337.9K)
Filed 2026-10-13
Smart Wealth LLC
NEW
Shares65,088
Change+65,088
Value$2.9M
Filed 2026-11-04
Sage Rhino Capital LLC
INCREASED
Shares64,858 from 63,994
Change+864 (+1%)
Value$2.9M (-$35.4K)
Filed 2026-10-28
Opal Wealth Advisors, LLC
INCREASED
Shares64,656 from 58,411
Change+6,245 (+11%)
Value$2.9M (+$212.5K)
Filed 2026-10-16
Castle Rock Wealth Management, LLC
INCREASED
Shares63,730 from 57,766
Change+5,964 (+10%)
Value$2.9M (+$206.5K)
Filed 2026-10-09
Bokf, NA
INCREASED
Shares62,982 from 34,705
Change+28,277 (+81%)
Value$2.8M (+$1.2M)
Filed 2026-10-27
Syverson Strege & Co
DECREASED
Shares60,884 from 72,670
Change-11,786 (-16%)
Value$2.7M (-$613.4K)
Filed 2026-11-02
Benchmark Financial, LLC
INCREASED
Shares59,886 from 53,239
Change+6,647 (+12%)
Value$2.7M (+$236.6K)
Filed 2026-10-16
Fragasso Financial Advisors Inc
NEW
Shares57,722
Change+57,722
Value$2.6M
Filed 2026-10-13
Concurrent Investment Advisors, LLC
INCREASED
Shares57,639 from 42,772
Change+14,867 (+35%)
Value$2.6M (+$617.8K)
Filed 2026-10-16
Fifth Third Securities, Inc.
DECREASED
Shares57,089 from 77,864
Change-20,775 (-27%)
Value$2.6M (-$1.0M)
Filed 2026-10-21
Altus Wealth Management, LLC
INCREASED
Shares56,739 from 53,844
Change+2,895 (+5%)
Value$2.5M (+$67.5K)
Filed 2026-10-13
Sheets Smith Wealth Management
INCREASED
Shares54,919 from 54,094
Change+825 (+2%)
Value$2.5M (-$25.7K)
Filed 2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares52,174 from 40,799
Change+11,375 (+28%)
Value$2.3M (+$463.3K)
Filed 2026-10-14
Dynamic Advisor Solutions LLC
INCREASED
Shares50,577 from 47,177
Change+3,400 (+7%)
Value$2.3M (+$97.9K)
Filed 2026-10-13
Vise Technologies, Inc.
INCREASED
Shares50,245 from 16,453
Change+33,792 (+205%)
Value$2.3M (+$1.5M)
Filed 2026-10-29
MN Wealth Advisors, LLC
INCREASED
Shares49,969 from 47,396
Change+2,573 (+5%)
Value$2.2M (+$60.5K)
Filed 2026-10-23
S&A Financial Services, Inc.
DECREASED
Shares49,114 from 50,490
Change-1,376 (-3%)
Value$2.2M (-$120.3K)
Filed 2026-11-03
Cooper Financial Group
INCREASED
Shares48,598 from 46,108
Change+2,490 (+5%)
Value$2.2M (+$58.3K)
Filed 2026-10-07
IFP Advisors, Inc
INCREASED
Shares46,720 from 13,171
Change+33,549 (+255%)
Value$2.1M (+$1.5M)
Filed 2026-10-16
Nolet Wealth Management, LLC
INCREASED
Shares45,637 from 45,384
Change+253 (+1%)
Value$2.0M (-$41.3K)
Filed 2026-10-15
Whitener Capital Management, Inc.
INCREASED
Shares44,823 from 32,541
Change+12,282 (+38%)
Value$2.0M (+$513.6K)
Filed 2026-10-15
Breakwater Capital Group
INCREASED
Shares43,912 from 13,064
Change+30,848 (+236%)
Value$2.0M (+$1.4M)
Filed 2026-10-09
Vigilare Wealth Management
DECREASED
Shares39,529 from 184,139
Change-144,610 (-79%)
Value$1.8M (-$6.7M)
Filed 2026-10-29
WBH Advisory Inc
INCREASED
Shares38,204 from 33,690
Change+4,514 (+13%)
Value$1.7M (+$163.6K)
Filed 2026-11-05
First Heartland Consultants, Inc.
INCREASED
Shares37,177 from 35,945
Change+1,232 (+3%)
Value$1.7M (+$13.6K)
Filed 2026-10-08
Modera Wealth Management, LLC
DECREASED
Shares36,363 from 41,249
Change-4,886 (-12%)
Value$1.6M (-$267.2K)
Filed 2026-10-28
Convergence Financial, LLC
NEW
Shares34,496
Change+34,496
Value$1.5M
Filed 2026-10-27
Signature Equity Partners, LLC
INCREASED
Shares34,413 from 630
Change+33,783 (+5362%)
Value$1.5M (+$1.5M)
Filed 2026-10-29
Salem Investment Counselors Inc
INCREASED
Shares32,411 from 11,500
Change+20,911 (+182%)
Value$1.5M (+$925.4K)
Filed 2026-10-13
Oppenheimer & Co Inc
DECREASED
Shares31,486 from 32,441
Change-955 (-3%)
Value$1.4M (-$80.5K)
Filed 2026-10-26
Novem Group
INCREASED
Shares31,237 from 22,293
Change+8,944 (+40%)
Value$1.4M (+$375.6K)
Filed 2026-10-19
Fifth Third Bancorp
DECREASED
Shares30,629 from 31,578
Change-949 (-3%)
Value$1.4M (-$79.2K)
Filed 2026-11-05
Selby Wealth Management, LLC
DECREASED
Shares30,398 from 31,045
Change-647 (-2%)
Value$1.4M (-$65.0K)
Filed 2026-10-16
Avantax Planning Partners, Inc.
DECREASED
Shares29,732 from 30,847
Change-1,115 (-4%)
Value$1.3M (-$85.8K)
Filed 2026-11-03
International Assets Investment Management, LLC
DECREASED
Shares28,387 from 29,516
Change-1,129 (-4%)
Value$1.3M (-$83.8K)
Filed 2026-11-02
Partners Wealth Management, LLC
NEW
Shares27,731
Change+27,731
Value$1.2M
Filed 2026-10-28
Triumph Capital Management
DECREASED
Shares26,162 from 29,769
Change-3,607 (-12%)
Value$1.2M (-$196.5K)
Filed 2026-10-14
HB Wealth Management, LLC
INCREASED
Shares25,432 from 24,608
Change+824 (+3%)
Value$1.1M (+$8.4K)
Filed 2026-10-23
Waterfront Wealth Inc.
INCREASED
Shares24,913 from 23,733
Change+1,180 (+5%)
Value$1.1M (+$31.8K)
Filed 2026-11-03
Accurate Wealth Management, LLC
DECREASED
Shares24,867 from 30,624
Change-5,757 (-19%)
Value$1.1M (-$290.7K)
Filed 2026-10-20
Sigma Planning Corp
INCREASED
Shares24,856 from 23,993
Change+863 (+4%)
Value$1.1M (+$11.1K)
Filed 2026-10-23
Aprio Wealth Management, LLC
DECREASED
Shares24,138 from 24,283
Change-145 (-1%)
Value$1.1M (-$34.6K)
Filed 2026-10-28
Thrivent Financial for Lutherans
NEW
Shares23,399
Change+23,399
Value$1.1M
Filed 2026-11-05
TopTier Wealth Management, LLC
INCREASED
Shares22,733 from 21,763
Change+970 (+4%)
Value$1.0M (+$18.3K)
Filed 2026-10-16
Cobblestone Asset Management LLC
INCREASED
Shares22,223 from 21,427
Change+796 (+4%)
Value$997.6K (+$10.9K)
Filed 2026-10-13
Herold Advisors, Inc.
DECREASED
Shares22,000 from 25,101
Change-3,101 (-12%)
Value$987.6K (-$164.4K)
Filed 2026-10-19
Rockingstone Advisors LLC
DECREASED
Shares21,405 from 21,705
Change-300 (-1%)
Value$960.9K (-$38.6K)
Filed 2026-10-16
Birchwood Financial Partners, Inc.
INCREASED
Shares20,916 from 20,579
Change+337 (+2%)
Value$938.9K (-$8.8K)
Filed 2026-11-02
Parallel Advisors, LLC
INCREASED
Shares20,278 from 20,176
Change+102 (+1%)
Value$910.3K (-$18.9K)
Filed 2026-11-03
Ascentis Independent Advisors
NEW
Shares20,173
Change+20,173
Value$905.6K
Filed 2026-11-03
Reicon Wealth Advisors, LLC
DECREASED
Shares19,857 from 19,962
Change-105 (-1%)
Value$891.4K (-$27.9K)
Filed 2026-11-04
StoneX Group Inc.
INCREASED
Shares19,714 from 13,786
Change+5,928 (+43%)
Value$892.7K (+$256.7K)
Filed 2026-11-03
Robertson Stephens Wealth Management, LLC
UNCHANGED
Shares19,251 from 19,251
Change0 (0%)
Value$864.2K (-$22.3K)
Filed 2026-10-16
Gilbert Capital Group, Inc.
NEW
Shares18,628
Change+18,628
Value$836.2K
Filed 2026-10-28
Summit Wealth Group LLC / Co
DECREASED
Shares18,145 from 18,182
Change-37 (0%)
Value$814.5K (-$22.8K)
Filed 2026-10-29
LaFleur & Godfrey LLC
DECREASED
Shares18,084 from 18,569
Change-485 (-3%)
Value$811.8K (-$43.3K)
Filed 2026-10-27
Diversify Wealth Management, LLC
INCREASED
Shares17,948 from 6,985
Change+10,963 (+157%)
Value$806.6K (+$486.5K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares17,948 from 6,985
Change+10,963 (+157%)
Value$806.6K (+$486.5K)
Filed 2026-10-20
Signature Estate & Investment Advisors LLC
NEW
Shares17,874
Change+17,874
Value$802.4K
Filed 2026-10-13
PDS Planning, Inc
DECREASED
Shares17,868 from 36,947
Change-19,079 (-52%)
Value$802.1K (-$899.3K)
Filed 2026-11-03
M.E. Allison & Co., Inc.
INCREASED
Shares17,640 from 16,413
Change+1,227 (+7%)
Value$791.9K (+$36.1K)
Filed 2026-10-09
Investment Planning Advisors, Inc.
DECREASED
Shares17,426 from 19,321
Change-1,895 (-10%)
Value$782.2K (-$107.5K)
Filed 2026-10-14
Steinberganna Wealth Management
INCREASED
Shares17,302 from 17,180
Change+122 (+1%)
Value$776.7K (-$14.5K)
Filed 2026-10-23
WealthPLAN Partners, LLC
INCREASED
Shares16,458 from 11,757
Change+4,701 (+40%)
Value$738.8K (+$197.4K)
Filed 2026-10-15
Lido Advisors, LLC
INCREASED
Shares15,719 from 13,721
Change+1,998 (+15%)
Value$705.6K (+$73.8K)
Filed 2026-11-04
Bluedoor Private Wealth, LLC
INCREASED
Shares15,696 from 13,694
Change+2,002 (+15%)
Value$704.6K (+$74.0K)
Filed 2026-11-05
GC Wealth Management RIA, LLC
INCREASED
Shares14,995 from 8,937
Change+6,058 (+68%)
Value$673.2K (+$261.6K)
Filed 2026-11-02
Advisor OS, LLC
INCREASED
Shares14,611 from 14,585
Change+26 (+0%)
Value$655.9K (-$15.7K)
Filed 2026-11-03
Balboa Wealth Partners
INCREASED
Shares14,078 from 11,503
Change+2,575 (+22%)
Value$632.0K (+$102.2K)
Filed 2026-10-20
Granville Capital, Inc.
NEW
Shares13,773
Change+13,773
Value$618.2K
Filed 2026-11-05
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares13,019 from 15,001
Change-1,982 (-13%)
Value$584.4K (-$106.4K)
Filed 2026-10-05
Next Level Wealth Planning, LLC
INCREASED
Shares12,983 from 10,420
Change+2,563 (+25%)
Value$582.8K (+$103.0K)
Filed 2026-10-29
XY Planning Network, Inc.
INCREASED
Shares12,973 from 7,962
Change+5,011 (+63%)
Value$582.3K (+$215.7K)
Filed 2026-10-14
Indivisible Partners
INCREASED
Shares12,789 from 5,282
Change+7,507 (+142%)
Value$574.1K (+$330.9K)
Filed 2026-10-26
Aspen Wealth Management LLC
INCREASED
Shares11,730 from 11,695
Change+35 (+0%)
Value$526.5K (-$12.0K)
Filed 2026-10-14
Shulman DeMeo Asset Management LLC
NEW
Shares11,579
Change+11,579
Value$517.8K
Filed 2026-10-09
PKS Advisory Services, LLC
UNCHANGED
Shares11,525 from 11,525
Change0 (0%)
Value$530.7K ($0)
Filed 2026-10-26
Accelerate Investment Advisors LLC
NEW
Shares11,329
Change+11,329
Value$508.6K
Filed 2026-11-02
Williams Jones Wealth Management, Llc.
NEW
Shares10,867
Change+10,867
Value$487.8K
Filed 2026-11-05
SeaCrest Wealth Management, LLC
INCREASED
Shares10,856 from 10,125
Change+731 (+7%)
Value$487.3K (+$21.1K)
Filed 2026-10-21
Elevated Financial Group LLC
NEW
Shares10,535
Change+10,535
Value$472.9K
Filed 2026-10-16
Mayfair Advisory Group, LLC
INCREASED
Shares10,306 from 9,446
Change+860 (+9%)
Value$462.6K (+$30.1K)
Filed 2026-10-20
Mascagni Wealth Management, Inc.
INCREASED
Shares10,306 from 10,148
Change+158 (+2%)
Value$462.6K (-$4.7K)
Filed 2026-10-23
Ascent Group, LLC
INCREASED
Shares9,964 from 8,620
Change+1,344 (+16%)
Value$447.3K (+$50.3K)
Filed 2026-10-30
Sunpointe, LLC
NEW
Shares9,944
Change+9,944
Value$446.4K
Filed 2026-10-22
Crossmark Global Holdings, Inc.
INCREASED
Shares9,870 from 5,425
Change+4,445 (+82%)
Value$441.5K (+$192.6K)
Filed 2026-10-21
Oak Barrel Wealth Advisory LLC
INCREASED
Shares9,767 from 9,629
Change+138 (+1%)
Value$438.4K (-$5.0K)
Filed 2026-11-05
Formidable Asset Management, LLC
UNCHANGED
Shares9,693 from 9,693
Change0 (0%)
Value$446.4K (-$194)
Filed 2026-11-03
JSF Financial, LLC
INCREASED
Shares9,530 from 9,305
Change+225 (+2%)
Value$427.8K (-$693)
Filed 2026-10-22
Peak Wealth Management LLC
NEW
Shares9,369
Change+9,369
Value$420.9K
Filed 2026-10-26
IPG Investment Advisors LLC
DECREASED
Shares9,100 from 9,500
Change-400 (-4%)
Value$408.5K (-$29.0K)
Filed 2026-10-30
Prime Capital Investment Advisors, LLC
NEW
Shares8,955
Change+8,955
Value$402.0K
Filed 2026-10-20
Legacy Financial Strategies, LLC
INCREASED
Shares8,675 from 7,570
Change+1,105 (+15%)
Value$389.4K (+$40.8K)
Filed 2026-10-15
BXM Wealth LLC
DECREASED
Shares8,496 from 12,925
Change-4,429 (-34%)
Value$381.4K (-$213.8K)
Filed 2026-11-03
Essex Bank
INCREASED
Shares8,466 from 6,809
Change+1,657 (+24%)
Value$380.0K (+$66.5K)
Filed 2026-10-16
Fermata Advisors, LLC
NEW
Shares8,124
Change+8,124
Value$364.7K
Filed 2026-10-13
Howard Wealth Management, LLC
INCREASED
Shares8,120 from 7,286
Change+834 (+11%)
Value$364.5K (+$29.0K)
Filed 2026-10-28
Investment Partners Asset Management, Inc.
DECREASED
Shares8,113 from 8,158
Change-45 (-1%)
Value$364.2K (-$11.5K)
Filed 2026-10-09
Archvest Wealth Advisors, Inc.
UNCHANGED
Shares8,100 from 8,100
Change0 (0%)
Value$363.6K (-$9.4K)
Filed 2026-10-29
Detalus Advisors, LLC
NEW
Shares8,080
Change+8,080
Value$362.7K
Filed 2026-10-15
AdvisorNet Financial, Inc
DECREASED
Shares8,004 from 8,908
Change-904 (-10%)
Value$358.9K (-$51.3K)
Filed 2026-10-15
AlphaCore Capital LLC
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$359.1K (-$9.3K)
Filed 2026-11-04
G&S Capital LLC
NEW
Shares7,901
Change+7,901
Value$354.7K
Filed 2026-10-23
Advisor Resource Council
NEW
Shares7,900
Change+7,900
Value$353.3K
Filed 2026-11-05
McAdam, LLC
NEW
Shares7,560
Change+7,560
Value$339.4K
Filed 2026-10-21
Brookstone Capital Management
NEW
Shares7,426
Change+7,426
Value$333.4K
Filed 2026-10-22
Manchester Capital Management LLC
INCREASED
Shares7,424 from 1,250
Change+6,174 (+494%)
Value$333.3K (+$275.7K)
Filed 2026-10-22
Ehrlich Financial Group
UNCHANGED
Shares7,400 from 7,400
Change0 (0%)
Value$332.2K (-$8.6K)
Filed 2026-10-20
Private Trust Co NA
NEW
Shares7,116
Change+7,116
Value$319.4K
Filed 2026-10-20
Essex LLC
UNCHANGED
Shares7,045 from 7,045
Change0 (0%)
Value$316.3K (-$8.2K)
Filed 2026-10-14
EverSource Wealth Advisors, LLC
DECREASED
Shares7,025 from 8,171
Change-1,146 (-14%)
Value$315.4K (-$60.9K)
Filed 2026-11-04
Linscomb Wealth, Inc.
UNCHANGED
Shares6,889 from 6,889
Change0 (0%)
Value$309.2K (-$8.0K)
Filed 2026-11-05
Matisse Capital
UNCHANGED
Shares6,821 from 6,821
Change0 (0%)
Value$306.2K (-$7.9K)
Filed 2026-10-29
Stone House Investment Management, LLC
DECREASED
Shares6,806 from 8,538
Change-1,732 (-20%)
Value$305.5K (-$87.7K)
Filed 2026-10-23
HUB Investment Partners, LLC
DECREASED
Shares6,394 from 6,906
Change-512 (-7%)
Value$287.0K (-$31.0K)
Filed 2026-11-03
Stirlingshire Investments, Inc.
NEW
Shares6,057
Change+6,057
Value$271.9K
Filed 2026-11-05
Elevation Wealth Management LLC
INCREASED
Shares6,043 from 5,691
Change+352 (+6%)
Value$271.3K (+$9.2K)
Filed 2026-11-02
Independent Financial Group, LLC
INCREASED
Shares6,032 from 6,022
Change+10 (+0%)
Value$270.8K (-$6.5K)
Filed 2026-10-13
Central Trust Co
DECREASED
Shares6,028 from 6,628
Change-600 (-9%)
Value$270.6K (-$34.6K)
Filed 2026-11-05
OpenArc Corporate Advisory, LLC
NEW
Shares5,824
Change+5,824
Value$261.4K
Filed 2026-10-21
Gainline Financial Partners, LLC
NEW
Shares5,645
Change+5,645
Value$253.4K
Filed 2026-10-15
Bank of New York Mellon Corp
NEW
Shares5,637
Change+5,637
Value$253.0K
Filed 2026-11-05
Dynamic Financial Group
DECREASED
Shares5,618 from 5,647
Change-29 (-1%)
Value$252.2K (-$7.9K)
Filed 2026-10-28
Essential Investment Partners LLC
DECREASED
Shares5,522 from 7,725
Change-2,203 (-29%)
Value$247.9K (-$107.9K)
Filed 2026-10-27
Stevens Capital Partners
INCREASED
Shares5,503 from 5,426
Change+77 (+1%)
Value$247.0K (-$2.8K)
Filed 2026-10-29
Alterna Wealth Management, Inc
DECREASED
Shares5,485 from 5,732
Change-247 (-4%)
Value$246.2K (-$17.7K)
Filed 2026-10-27
Unique Wealth, LLC
INCREASED
Shares5,403 from 4,488
Change+915 (+20%)
Value$242.5K (+$35.9K)
Filed 2026-10-16
Diversified Portfolios, Inc.
INCREASED
Shares5,338 from 5,284
Change+54 (+1%)
Value$239.6K (-$3.7K)
Filed 2026-11-04
Lighthouse Wealth Management Inc.
INCREASED
Shares5,336 from 4,438
Change+898 (+20%)
Value$239.5K (+$35.2K)
Filed 2026-10-13
Washington Trust Co
UNCHANGED
Shares5,324 from 5,324
Change0 (0%)
Value$239.0K (-$6.2K)
Filed 2026-10-22
Archer Investment Corp
INCREASED
Shares5,266 from 4,883
Change+383 (+8%)
Value$236.4K (+$11.5K)
Filed 2026-11-05
Walkner Condon Financial Advisors LLC
DECREASED
Shares4,960 from 5,029
Change-69 (-1%)
Value$222.6K (-$8.9K)
Filed 2026-11-02
FCG Investment Co
NEW
Shares4,958
Change+4,958
Value$222.6K
Filed 2026-10-13
Wedbush Securities Inc
UNCHANGED
Shares4,829 from 4,829
Change0 (0%)
Value$217 (-$221.8K)
Filed 2026-10-22
Odyssey Capital Advisors, Inc.
NEW
Shares4,734
Change+4,734
Value$212.5K
Filed 2026-10-26
Ellis Investment Partners, LLC
NEW
Shares4,716
Change+4,716
Value$211.7K
Filed 2026-10-21
Firethorn Wealth Partners, LLC
NEW
Shares4,484
Change+4,484
Value$201.3K
Filed 2026-10-14
GFS Advisors, LLC
UNCHANGED
Shares4,480 from 4,480
Change0 (0%)
Value$201.0K (-$1.9M)
Filed 2026-11-03
Parkside Financial Bank & Trust
INCREASED
Shares4,032 from 2,398
Change+1,634 (+68%)
Value$181.0K (+$70.6K)
Filed 2026-10-27
Latitude Advisors, LLC
NEW
Shares2,652
Change+2,652
Value$119.1K
Filed 2026-10-27
Burk Holdings LLC
UNCHANGED
Shares2,349 from 2,349
Change0 (0%)
Value$105.4K (-$2.7K)
Filed 2026-11-05
Trust Co of Vermont
UNCHANGED
Shares2,065 from 2,065
Change0 (0%)
Value$92.7K (-$2.4K)
Filed 2026-10-21
Nfsg Corp
INCREASED
Shares1,859 from 770
Change+1,089 (+141%)
Value$83.5K (+$48.0K)
Filed 2026-10-15
Portfolio Resources Advisor Group, Inc.
UNCHANGED
Shares1,741 from 1,741
Change0 (0%)
Value$78.2K (-$2.0K)
Filed 2026-10-20
Transce3nd, LLC
DECREASED
Shares1,674 from 3,001
Change-1,327 (-44%)
Value$75.2K (-$62.5K)
Filed 2026-10-26
GK Wealth Management LLC
NEW
Shares1,500
Change+1,500
Value$67.3K
Filed 2026-10-09
Kings Path Partners LLC
NEW
Shares1,384
Change+1,384
Value$62.1K
Filed 2026-10-21
Blueline Advisors LLC
UNCHANGED
Shares1,216 from 1,216
Change0 (0%)
Value$54.6K (-$1.4K)
Filed 2026-10-15
GHP Investment Advisors, Inc.
INCREASED
Shares1,039 from 1,024
Change+15 (+1%)
Value$46.6K (-$533)
Filed 2026-10-15
Larson Financial Group LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$44.9K (-$1.2K)
Filed 2026-11-05
Mascoma Wealth Management LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$44.9K (-$1.2K)
Filed 2026-10-23
GGM Financial LLC
DECREASED
Shares977 from 1,286
Change-309 (-24%)
Value$43.9K (-$15.4K)
Filed 2026-11-05
Financially Speaking Inc
NEW
Shares872
Change+872
Value$39.1K
Filed 2026-11-05
Hazlett, Burt & Watson, Inc.
NEW
Shares784
Change+784
Value$35.0K
Filed 2026-11-04
MidAtlantic Capital Management, Inc.
NEW
Shares764
Change+764
Value$34.3K
Filed 2026-11-05
NorthAvenue LLC
UNCHANGED
Shares737 from 737
Change0 (0%)
Value$33.1K (-$855)
Filed 2026-10-29
Madden Securities Corp
NEW
Shares700
Change+700
Value$31.4K
Filed 2026-10-27
Cordgrass Capital Advisors, LLC
DECREASED
Shares663 from 673
Change-10 (-1%)
Value$29.8K (-$1.2K)
Filed 2026-10-30
Putney Financial Group LLC
NEW
Shares545
Change+545
Value$24.5K
Filed 2026-10-30
Signature Resources Capital Management, LLC
NEW
Shares542
Change+542
Value$24.3K
Filed 2026-10-16
Richards, Merrill & Peterson, Inc.
NEW
Shares360
Change+360
Value$16.2K
Filed 2026-10-19
Harbor Investment Advisory, LLC
INCREASED
Shares314 from 78
Change+236 (+303%)
Value$14.1K (+$10.5K)
Filed 2026-10-13
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares298 from 298
Change0 (0%)
Value$13.4K (-$346)
Filed 2026-11-03
Signaturefd, LLC
NEW
Shares257
Change+257
Value$11.5K
Filed 2026-10-23
Pinnacle Bancorp, Inc.
NEW
Shares195
Change+195
Value$8.8K
Filed 2026-10-21
Spire Wealth Management
DECREASED
Shares174 from 238
Change-64 (-27%)
Value$7.8K (-$3.1K)
Filed 2026-10-30
Nova Financial LLC
NEW
Shares164
Change+164
Value$7.4K
Filed 2026-11-04
Brown, Lisle Ings, Inc.
NEW
Shares158
Change+158
Value$7.1K
Filed 2026-10-16
CoreCap Advisors, LLC
DECREASED
Shares138 from 310
Change-172 (-55%)
Value$6.2K (-$8.1K)
Filed 2026-10-08
Indiana Trust & Investment Management Co
NEW
Shares109
Change+109
Value$4.9K
Filed 2026-10-22
Rossby Financial, LCC
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$4.8K (-$124)
Filed 2026-11-05
Fairway Wealth LLC
NEW
Shares85
Change+85
Value$3.8K
Filed 2026-10-30
Morton Brown Family Wealth, LLC
NEW
Shares80
Change+80
Value$3.6K
Filed 2026-10-23
Jacobi Capital Management LLC
NEW
Shares35
Change+35
Value$1.6K
Filed 2026-11-05
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$405 (-$10)
Filed 2026-10-23
Assetmark, Inc
DECREASED
Shares8 from 15
Change-7 (-47%)
Value$359 (-$332)
Filed 2026-10-21
TBH Global Asset Management, LLC
CLOSED
Shares0 from 87,121
Change-87,121 (-100%)
Value$0 (-$4.0M)
Filed 2026-11-03
Sovran Advisors, LLC
CLOSED
Shares0 from 30,446
Change-30,446 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-02
B. Riley Wealth Advisors, Inc.
CLOSED
Shares0 from 24,057
Change-24,057 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-13
Client First Investment Management LLC
CLOSED
Shares0 from 19,771
Change-19,771 (-100%)
Value$0 (-$910.5K)
Filed 2026-10-09
Wedmont Private Capital
CLOSED
Shares0 from 11,163
Change-11,163 (-100%)
Value$0 (-$512.0K)
Filed 2026-10-09
FSM Wealth Advisors, LLC
CLOSED
Shares0 from 9,892
Change-9,892 (-100%)
Value$0 (-$455.5K)
Filed 2026-10-27
Regions Financial Corp
CLOSED
Shares0 from 9,145
Change-9,145 (-100%)
Value$0 (-$421.1K)
Filed 2026-11-05
Simplicity Wealth,LLC
CLOSED
Shares0 from 8,546
Change-8,546 (-100%)
Value$0 (-$393.5K)
Filed 2026-10-23
Nautilus Advisors LLC
CLOSED
Shares0 from 5,224
Change-5,224 (-100%)
Value$0 (-$239.6K)
Filed 2026-10-07
Gallacher Capital Management LLC
CLOSED
Shares0 from 5,165
Change-5,165 (-100%)
Value$0 (-$237.9K)
Filed 2026-10-30
Total Clarity Wealth Management, Inc.
CLOSED
Shares0 from 5,021
Change-5,021 (-100%)
Value$0 (-$231.2K)
Filed 2026-10-26
Burns Matteson Capital Management, LLC
CLOSED
Shares0 from 4,440
Change-4,440 (-100%)
Value$0 (-$204.5K)
Filed 2026-10-16
Heritage OAK Wealth Advisors LLC
CLOSED
Shares0 from 4,440
Change-4,440 (-100%)
Value$0 (-$204.5K)
Filed 2026-10-14
Torren Management, LLC
CLOSED
Shares0 from 757
Change-757 (-100%)
Value$0 (-$34.9K)
Filed 2026-10-29
Arlington Trust Co LLC
CLOSED
Shares0 from 738
Change-738 (-100%)
Value$0 (-$34.0K)
Filed 2026-10-20
WPG Advisers, LLC
CLOSED
Shares0 from 430
Change-430 (-100%)
Value$0 (-$19.8K)
Filed 2026-10-27
Costello Asset Management, Inc
CLOSED
Shares0 from 130
Change-130 (-100%)
Value$0 (-$6.0K)
Filed 2026-10-30
Tucker Asset Management LLC
CLOSED
Shares0 from 55
Change-55 (-100%)
Value$0 (-$2.5K)
Filed 2026-10-29
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$855.2K (+$50.2K)
Filed 2026-10-29
Charles Schwab Investment Management Inc
N/A
Shares— from 13,379,994
Change-13,379,994 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 8,272,672
Change-8,272,672 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 7,308,659
Change-7,308,659 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 7,131,321
Change-7,131,321 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 6,285,301
Change-6,285,301 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 6,215,784
Change-6,215,784 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 4,132,207
Change-4,132,207 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 2,667,808
Change-2,667,808 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,634,836
Change-2,634,836 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 2,071,878
Change-2,071,878 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,013,557
Change-2,013,557 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,894,283
Change-1,894,283 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,726,054
Change-1,726,054 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 1,225,072
Change-1,225,072 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 1,183,795
Change-1,183,795 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,133,112
Change-1,133,112 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 966,943
Change-966,943 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 848,974
Change-848,974 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 829,529
Change-829,529 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 810,798
Change-810,798 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 637,747
Change-637,747 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 610,186
Change-610,186 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 574,844
Change-574,844 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 571,553
Change-571,553 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 549,852
Change-549,852 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 526,755
Change-526,755 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 495,830
Change-495,830 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 451,814
Change-451,814 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 450,787
Change-450,787 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 435,070
Change-435,070 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 401,901
Change-401,901 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 398,349
Change-398,349 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 379,614
Change-379,614 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 355,491
Change-355,491 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 339,992
Change-339,992 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 334,845
Change-334,845 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 321,603
Change-321,603 (-100%)
Value—
Harbor Advisory Corp
N/A
Shares— from 309,388
Change-309,388 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 306,182
Change-306,182 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 302,038
Change-302,038 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 286,947
Change-286,947 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 286,634
Change-286,634 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 267,010
Change-267,010 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 265,243
Change-265,243 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 247,862
Change-247,862 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 229,432
Change-229,432 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 222,697
Change-222,697 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 219,612
Change-219,612 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 210,670
Change-210,670 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 205,413
Change-205,413 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 183,114
Change-183,114 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 182,882
Change-182,882 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 180,073
Change-180,073 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 177,357
Change-177,357 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 172,933
Change-172,933 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 172,788
Change-172,788 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 152,840
Change-152,840 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 148,311
Change-148,311 (-100%)
Value—
Larch Capital Partners LLC
N/A
Shares— from 145,400
Change-145,400 (-100%)
Value—
Kickstand Ventures, Llc.
N/A
Shares— from 140,412
Change-140,412 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 132,188
Change-132,188 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 128,191
Change-128,191 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 125,777
Change-125,777 (-100%)
Value—
Spahn Wealth & Retirement LLC
N/A
Shares— from 121,903
Change-121,903 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 118,201
Change-118,201 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 114,965
Change-114,965 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 114,175
Change-114,175 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 112,784
Change-112,784 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 106,591
Change-106,591 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 103,709
Change-103,709 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 101,877
Change-101,877 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 98,857
Change-98,857 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 98,532
Change-98,532 (-100%)
Value—
&partners
N/A
Shares— from 96,560
Change-96,560 (-100%)
Value—
Keystone Financial Services, LLC
N/A
Shares— from 96,291
Change-96,291 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 95,312
Change-95,312 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 93,820
Change-93,820 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 93,644
Change-93,644 (-100%)
Value—
Invst, LLC
N/A
Shares— from 93,167
Change-93,167 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 93,153
Change-93,153 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 89,362
Change-89,362 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 87,152
Change-87,152 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 85,130
Change-85,130 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 84,410
Change-84,410 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 83,035
Change-83,035 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 82,225
Change-82,225 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 80,632
Change-80,632 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 79,732
Change-79,732 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 76,028
Change-76,028 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 74,966
Change-74,966 (-100%)
Value—
Emissary Wealth LLC
N/A
Shares— from 73,837
Change-73,837 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 67,764
Change-67,764 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 64,496
Change-64,496 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 63,143
Change-63,143 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 60,191
Change-60,191 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 58,270
Change-58,270 (-100%)
Value—
Everest Financial Group LLC
N/A
Shares— from 57,015
Change-57,015 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 55,942
Change-55,942 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 54,490
Change-54,490 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 54,264
Change-54,264 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 50,012
Change-50,012 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 48,831
Change-48,831 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 48,245
Change-48,245 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 46,752
Change-46,752 (-100%)
Value—
Northeast Planning Associates, Inc. / NH /
N/A
Shares— from 46,259
Change-46,259 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 45,955
Change-45,955 (-100%)
Value—
Towle & Co
N/A
Shares— from 45,649
Change-45,649 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 45,494
Change-45,494 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 43,975
Change-43,975 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 42,939
Change-42,939 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 41,898
Change-41,898 (-100%)
Value—
BankPlus Trust Department
N/A
Shares— from 41,730
Change-41,730 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 41,510
Change-41,510 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 40,657
Change-40,657 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 38,698
Change-38,698 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 38,532
Change-38,532 (-100%)
Value—
Turner Financial Group, Inc.
N/A
Shares— from 36,668
Change-36,668 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 36,170
Change-36,170 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 35,912
Change-35,912 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 35,353
Change-35,353 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 35,075
Change-35,075 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 34,883
Change-34,883 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 33,880
Change-33,880 (-100%)
Value—
White Wing Wealth Management
N/A
Shares— from 31,176
Change-31,176 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 30,183
Change-30,183 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 27,151
Change-27,151 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 26,261
Change-26,261 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 26,029
Change-26,029 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 26,029
Change-26,029 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 24,750
Change-24,750 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 23,596
Change-23,596 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 21,119
Change-21,119 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 18,958
Change-18,958 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 17,491
Change-17,491 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 17,399
Change-17,399 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 16,901
Change-16,901 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 16,813
Change-16,813 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 16,203
Change-16,203 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 16,144
Change-16,144 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 15,952
Change-15,952 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 15,829
Change-15,829 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 15,739
Change-15,739 (-100%)
Value—
Hudson Value Partners, LLC
N/A
Shares— from 15,324
Change-15,324 (-100%)
Value—
Palladiem, LLC
N/A
Shares— from 15,290
Change-15,290 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 14,956
Change-14,956 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 14,833
Change-14,833 (-100%)
Value—
Daviman Financial, LLC
N/A
Shares— from 14,801
Change-14,801 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 14,507
Change-14,507 (-100%)
Value—
Menard Financial Group LLC
N/A
Shares— from 14,311
Change-14,311 (-100%)
Value—
Betterment LLC
N/A
Shares— from 14,080
Change-14,080 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 13,253
Change-13,253 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 12,845
Change-12,845 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 12,146
Change-12,146 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 12,071
Change-12,071 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 11,428
Change-11,428 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 10,785
Change-10,785 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 10,768
Change-10,768 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 10,421
Change-10,421 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 10,334
Change-10,334 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 9,873
Change-9,873 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 9,550
Change-9,550 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 9,422
Change-9,422 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 9,033
Change-9,033 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 8,915
Change-8,915 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 8,794
Change-8,794 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 8,681
Change-8,681 (-100%)
Value—
UBS Group AG
N/A
Shares— from 8,591
Change-8,591 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 8,511
Change-8,511 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 8,367
Change-8,367 (-100%)
Value—
Chokshi & Queen Wealth Advisors, Inc
N/A
Shares— from 8,129
Change-8,129 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 8,070
Change-8,070 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 8,050
Change-8,050 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 7,777
Change-7,777 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 7,773
Change-7,773 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 7,742
Change-7,742 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 7,685
Change-7,685 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 7,664
Change-7,664 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 7,616
Change-7,616 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 7,411
Change-7,411 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 7,071
Change-7,071 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 7,012
Change-7,012 (-100%)
Value—
Stephens Inc
N/A
Shares— from 6,947
Change-6,947 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 6,664
Change-6,664 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 6,412
Change-6,412 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 6,358
Change-6,358 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 6,300
Change-6,300 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 6,140
Change-6,140 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 6,114
Change-6,114 (-100%)
Value—
Nwam LLC
N/A
Shares— from 6,014
Change-6,014 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 5,986
Change-5,986 (-100%)
Value—
Cedarwood Wealth LLC
N/A
Shares— from 5,839
Change-5,839 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 5,765
Change-5,765 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 5,456
Change-5,456 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 5,337
Change-5,337 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 5,125
Change-5,125 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 4,903
Change-4,903 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 4,847
Change-4,847 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 4,584
Change-4,584 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 4,385
Change-4,385 (-100%)
Value—
FMR LLC
N/A
Shares— from 4,256
Change-4,256 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 3,245
Change-3,245 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 2,850
Change-2,850 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 2,187
Change-2,187 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 1,806
Change-1,806 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,623
Change-1,623 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,184
Change-1,184 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,013
Change-1,013 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 750
Change-750 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 629
Change-629 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 484
Change-484 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 390
Change-390 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 374
Change-374 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 351
Change-351 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 268
Change-268 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 191
Change-191 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 186
Change-186 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 158
Change-158 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 140
Change-140 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 11
Change-11 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Syntegra Private Wealth Group, LLC
INCREASED2,127,3371,662,025+465,312+28%$76.5M$95.5M+$19.0M2026-10-13
Southern Financial Group, LLC
INCREASED1,571,2761,410,454+160,822+11%$65.0M$70.5M+$5.6M2026-10-30
Williams Financial, LLC
INCREASED1,158,4901,120,305+38,185+3%$51.6M$52.0M+$414.5K2026-10-19
Enclave Advisors LLC
INCREASED1,092,579960,511+132,068+14%$44.2M$49.0M+$4.8M2026-10-14
Wagner Wealth Management, LLC
INCREASED1,084,8551,034,574+50,281+5%$47.6M$48.7M+$1.1M2026-10-21
D'Orazio & Associates, Inc.
INCREASED1,064,683991,357+73,326+7%$45.7M$47.8M+$2.1M2026-11-04
Leverty Financial Group, LLC
INCREASED977,616224,324+753,292+336%$10.3M$43.9M+$33.6M2026-10-08
Truist Financial Corp
INCREASED976,205879,721+96,484+11%$40.5M$43.8M+$3.3M2026-10-30
Capital Advisors Wealth Management, LLC
INCREASED949,910712,743+237,167+33%$32.8M$42.6M+$9.8M2026-10-09
Confluence Wealth Services, Inc.
INCREASED889,323740,802+148,521+20%$34.1M$39.9M+$5.8M2026-11-05
Diversified Enterprises, LLC
INCREASED842,544822,163+20,381+2%$37.9M$37.8M-$38.8K2026-10-19
Bernardo Wealth Planning LLC
INCREASED809,924371,857+438,067+118%$17.1M$36.4M+$19.2M2026-10-23
Cambridge Investment Research Advisors, Inc.
INCREASED745,151688,506+56,645+8%$31.7M$33.5K-$31.7M2026-11-02
Means Investment Co., Inc.
INCREASED735,936501,929+234,007+47%$23.1M$33.0M+$9.9M2026-11-03
Planned Solutions, Inc.
INCREASED653,490544,008+109,482+20%$25.1M$29.3M+$4.3M2026-10-19
Element Pointe Advisors, LLC
INCREASED631,326485,022+146,304+30%$22.3M$28.3M+$6.0M2026-10-21
Scott Capital Advisors, LLC
INCREASED627,371597,811+29,560+5%$27.5M$28.1M+$583.3K2026-10-13
Wealthcare Advisory Partners LLC
DECREASED616,998630,709-13,711-2%$29.0M$27.7M-$1.3M2026-10-21
Armor Investment Advisors, LLC
INCREASED615,283589,846+25,437+4%$27.2M$27.6M+$457.7K2026-10-27
Lodestar Private Asset Management LLC
DECREASED614,640642,277-27,637-4%$29.6M$27.6M-$2.0M2026-10-26
D.A. Davidson & Co.
INCREASED609,237582,072+27,165+5%$26.8M$27.3M+$544.2K2026-10-28
Resonant Capital Advisors, LLC
INCREASED607,907562,989+44,918+8%$25.9M$27.3M+$1.4M2026-10-15
Schneider Downs Wealth Management Advisors, LP
INCREASED587,198533,150+54,048+10%$24.6M$26.4M+$1.8M2026-10-27
NavPoint Financial, Inc.
INCREASED577,457519,341+58,116+11%$23.9M$25.9M+$2.0M2026-10-21
Pecaut & Co.
NEW569,220—+569,220——$25.6M—2026-10-27
Apollon Wealth Management, LLC
INCREASED567,140498,556+68,584+14%$23.0M$25.5M+$2.5M2026-10-23
Lineweaver Wealth Advisors, LLC
INCREASED555,932537,386+18,546+3%$24.7M$25.0M+$209.2K2026-10-13
Kestra Advisory Services, LLC
INCREASED537,286392,373+144,913+37%$18.1M$24.1M+$6.0M2026-11-02
Certified Advisory Corp
INCREASED533,801517,962+15,839+3%$23.9M$24.0M+$110.2K2026-10-29
Apella Capital, LLC
NEW524,647—+524,647——$23.5M—2026-10-08
Perigon Wealth Management, LLC
INCREASED501,411447,195+54,216+12%$20.6M$22.5M+$1.9M2026-10-22
Echo Wealth Management, LLC
INCREASED497,601466,277+31,324+7%$21.5M$22.3M+$865.3K2026-10-15
True North Advisors, LLC
DECREASED446,378488,499-42,121-9%$22.5M$20.0M-$2.5M2026-10-22
Peterson Wealth Advisors, LLC
INCREASED442,990414,634+28,356+7%$19.1M$19.9M+$791.9K2026-10-08
Visionary Wealth Advisors
DECREASED436,987503,272-66,285-13%$23.2M$19.6M-$3.6M2026-11-04
Pearl Planning LLC
INCREASED418,492391,356+27,136+7%$18.0M$18.8M+$764.2K2026-10-13
Whitaker-Myers Wealth Managers, Ltd.
NEW405,276—+405,276——$18.2M—2026-10-09
Magnus Financial Group LLC
INCREASED397,837372,965+24,872+7%$17.2M$17.9M+$683.9K2026-10-21
Commonwealth Equity Services, LLC
DECREASED374,515397,952-23,437-6%$18.3M$16.8M-$1.5M2026-11-02
Elevation Point Wealth Partners, LLC
INCREASED373,080369,273+3,807+1%$17.0M$16.7M-$257.5K2026-11-05
Farther Finance Advisors, LLC
INCREASED364,915329,163+35,752+11%$15.2M$16.4M+$1.2M2026-10-08
Pinion Investment Advisors, LLC
INCREASED358,909349,358+9,551+3%$16.1M$16.1M+$23.5K2026-11-04
Park Avenue Securities LLC
INCREASED345,126322,942+22,184+7%$14.9M$15.5K-$14.9M2026-10-26
Beam Wealth Advisors, Inc.
INCREASED341,266309,484+31,782+10%$14.3M$15.3M+$1.1M2026-11-03
Clear Trail Advisors, LLC
INCREASED330,536329,004+1,532+0%$15.2M$14.8M-$312.9K2026-10-20
Fagan Associates, Inc.
INCREASED297,025272,160+24,865+9%$12.5M$13.3M+$800.5K2026-10-13
FMA Wealth Management, LLC
INCREASED279,695272,348+7,347+3%$12.5M$12.6M+$13.9K2026-10-21
Andrews Advisory Associates, LLC
INCREASED266,735233,186+33,549+14%$10.7M$12.0M+$1.2M2026-10-15
Cadent Capital Advisors, LLC
NEW266,483—+266,483——$12.0M—2026-10-09
Krilogy Financial LLC
INCREASED257,229248,774+8,455+3%$11.5M$11.5M+$70.4K2026-10-13
Axxcess Wealth Management, LLC
INCREASED254,795206,221+48,574+24%$9.5M$11.4M+$1.9M2026-10-21
Penney Financial, LLC
INCREASED243,280211,958+31,322+15%$9.8M$10.9M+$1.2M2026-10-20
Kingswood Wealth Advisors, LLC
INCREASED233,564137,767+95,797+70%$6.3M$10.5M+$4.1M2026-10-23
Winebrenner Capital Management LLC
DECREASED227,521231,407-3,886-2%$10.7M$10.2M-$442.9K2026-10-07
Emerald Advisors, LLC
INCREASED226,65177,189+149,462+194%$3.6M$10.2M+$6.6M2026-10-13
Pennsylvania Capital Management Inc
DECREASED224,516466,095-241,579-52%$21.5M$10.1M-$11.4M2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED224,108169,791+54,317+32%$7.8M$10.1M+$2.3M2026-10-13
Optima Capital LLC
INCREASED219,312147,054+72,258+49%$6.8M$9.8M+$3.1M2026-10-29
Davenport & Co LLC
INCREASED217,562197,535+20,027+10%$9.1M$9.8M+$669.9K2026-10-14
HBW Advisory Services LLC
DECREASED214,802408,821-194,019-47%$18.8M$9.6M-$9.2M2026-10-15
Royal Harbor Partners, LLC
INCREASED213,874206,758+7,116+3%$9.5M$9.6M+$79.6K2026-10-29
Founders Financial Securities LLC
INCREASED212,471205,467+7,004+3%$9.5M$9.5M+$76.1K2026-10-28
Financial Futures Ltd Liability Co.
DECREASED211,785224,615-12,830-6%$10.3M$9.5M-$836.5K2026-10-13
Daymark Wealth Partners, LLC
INCREASED206,822195,698+11,124+6%$9.0M$9.3M+$272.3K2026-11-04
Independence Asset Advisors, LLC
INCREASED206,229205,692+537+0%$9.5M$9.3M-$214.5K2026-10-23
Beaumont Financial Advisors, LLC
INCREASED203,80866,756+137,052+205%$3.1M$9.1M+$6.1M2026-10-22
BankPlus Wealth Management LLC
DECREASED199,189205,578-6,389-3%$9.5M$8.9M-$525.2K2026-10-13
Waterway Wealth Management, LLC
NEW198,329—+198,329——$8.9M—2026-10-28
Mather Group, Llc.
INCREASED192,778185,130+7,648+4%$8.5M$8.7M+$128.6K2026-10-14
SkyOak Wealth, LLC
DECREASED181,296181,837-5410%$8.4M$8.1M-$235.2K2026-10-28
Acumen Wealth Advisors, LLC
INCREASED174,53216,222+158,310+976%$747.0K$7.8M+$7.1M2026-11-05
McCarthy Asset Management, Inc.
INCREASED173,493171,797+1,696+1%$7.9M$7.8M-$123.1K2026-10-20
Northland Securities, Inc.
DECREASED169,636397,103-227,467-57%$18.3M$17.8M-$451.7K2026-11-02
MGO One Seven LLC
DECREASED167,934208,086-40,152-19%$9.6M$7.5M-$2.0M2026-10-28
EPG Wealth Management LLC
INCREASED166,282145,507+20,775+14%$6.7M$7.5M+$763.8K2026-11-03
Asset Advisory Group, Inc.
INCREASED159,080151,112+7,968+5%$7.0M$7.1M+$182.4K2026-10-20
Financial Management Professionals, Inc.
DECREASED158,001163,468-5,467-3%$7.5M$7.1M-$435.1K2026-10-23
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED155,582146,916+8,666+6%$6.8M$7.0M+$206.1K2026-10-13
Focus Financial Network, Inc.
DECREASED149,465178,616-29,151-16%$8.2M$6.7M-$1.5M2026-10-14
Etesian Wealth Advisors, Inc.
DECREASED148,157151,244-3,087-2%$7.0M$6.7M-$314.0K2026-10-27
Kelly Financial Group LLC
INCREASED142,025132,006+10,019+8%$6.1M$6.4M+$296.6K2026-10-16
TD Waterhouse Canada Inc.
INCREASED140,39414,360+126,034+878%$658.2K$6.3M+$5.6M2026-10-16
Jeter Robert S II
INCREASED137,976128,769+9,207+7%$5.9M$6.2M+$274.7K2026-10-16
Fiduciary Alliance LLC
DECREASED131,852141,889-10,037-7%$6.5M$5.9M-$615.1K2026-10-13
Lionsbridge Wealth Management LLC
DECREASED131,493137,667-6,174-4%$6.3M$5.9M-$436.8K2026-10-26
Overbrook Management Corp
INCREASED130,215126,260+3,955+3%$5.8M$5.8M+$31.1K2026-10-08
Red Mountain Financial, LLC
INCREASED130,054121,297+8,757+7%$5.6M$5.8M+$252.4K2026-11-03
US Bancorp \de\
INCREASED123,246116,668+6,578+6%$5.4M$5.5M+$159.6K2026-11-05
Apex Wealth Management, LLC
NEW120,869—+120,869——$5.4M—2026-10-20
Citizens National Bank Trust Department
INCREASED117,10691,267+25,839+28%$4.2M$5.3M+$1.1M2026-11-04
Beacon Bank & Trust
INCREASED116,872106,930+9,942+9%$4.9M$5.2M+$322.3K2026-10-27
Chesley Taft & Associates LLC
INCREASED111,28087,890+23,390+27%$4.0M$5.0M+$948.0K2026-10-13
Ignite Planners, LLC
NEW111,031—+111,031——$5.0M—2026-10-14
Nordwand Advisors, LLC
UNCHANGED109,943109,94300%$5.1M$4.9M-$127.5K2026-11-05
Retirement Planning Group, LLC
DECREASED108,605109,450-845-1%$5.0M$4.9M-$164.9K2026-10-19
Miller Global Investments, LLC
INCREASED102,70894,063+8,645+9%$4.3M$4.6M+$279.0K2026-10-02
Creative Planning
DECREASED102,412111,663-9,251-8%$5.1M$4.6M-$544.8K2026-11-02
William Mack & Associates, Inc.
INCREASED98,70450,476+48,228+96%$2.3M$4.4M+$2.1M2026-10-27
InTrack Investment Management Inc
INCREASED98,62670,941+27,685+39%$3.3M$4.4M+$1.2M2026-10-15
LifeGoal Investments, LLC
DECREASED97,184118,529-21,345-18%$5.5M$4.4M-$1.1M2026-10-09
Montecito Bank & Trust
INCREASED95,26194,259+1,002+1%$4.3M$4.3M-$64.4K2026-10-01
Omni 360 Wealth, Inc.
INCREASED94,96393,154+1,809+2%$4.3M$4.3M-$26.9K2026-10-13
Evolution Wealth Advisors, LLC
DECREASED94,78996,602-1,813-2%$4.4M$4.3M-$193.4K2026-11-03
First Citizens Financial Corp
INCREASED89,49884,738+4,760+6%$3.9M$4.0M+$115.4K2026-10-02
RFG Advisory, LLC
INCREASED86,85771,554+15,303+21%$3.3M$3.9M+$603.9K2026-11-03
Madrid Wealth Management, LLC
INCREASED83,99760,854+23,143+38%$2.8M$3.8M+$968.3K2026-10-23
Layline Advisors, LLC
INCREASED81,17471,973+9,201+13%$3.3M$3.6M+$329.5K2026-11-02
Future Financial Wealth Managment LLC
INCREASED79,63974,866+4,773+6%$3.4M$3.6M+$149.1K2026-10-15
Triad Wealth Partners, LLC
INCREASED78,57174,154+4,417+6%$3.4M$3.5M+$138.9K2026-10-26
J.W. Cole Advisors, Inc.
INCREASED75,42072,608+2,812+4%$3.3M$3.4M+$42.0K2026-11-05
Choreo, LLC
DECREASED73,163119,274-46,111-39%$5.5M$3.3M-$2.2M2026-10-28
Peck Wealth Management, LLC
DECREASED72,52282,302-9,780-12%$3.8M$3.3M-$534.5K2026-10-29
Narus Financial Partners, LLC
DECREASED72,47674,803-2,327-3%$3.4M$3.3M-$191.2K2026-10-19
BNB Wealth Management, LLC
INCREASED71,97668,866+3,110+5%$3.2M$3.2M+$59.7K2026-10-28
Financial Partners Group, Inc
DECREASED71,83874,928-3,090-4%$3.5M$3.2M-$225.6K2026-10-19
PFG Advisors
INCREASED71,10661,207+9,899+16%$2.8M$3.2M+$373.3K2026-10-16
Prospera Financial Services Inc
INCREASED70,06760,770+9,297+15%$2.8M$3.2M+$372.1K2026-11-04
Patriot Financial Group Insurance Agency, LLC
DECREASED68,38168,755-374-1%$3.2M$3.1M-$96.5K2026-10-14
WealthPlan Investment Management, LLC
INCREASED66,98155,742+11,239+20%$2.6M$3.0M+$439.9K2026-10-15
Entrust Financial LLC
NEW65,706—+65,706——$2.9M—2026-11-04
Centurion Wealth Management LLC
DECREASED65,23870,932-5,694-8%$3.3M$2.9M-$337.9K2026-10-13
Smart Wealth LLC
NEW65,088—+65,088——$2.9M—2026-11-04
Sage Rhino Capital LLC
INCREASED64,85863,994+864+1%$2.9M$2.9M-$35.4K2026-10-28
Opal Wealth Advisors, LLC
INCREASED64,65658,411+6,245+11%$2.7M$2.9M+$212.5K2026-10-16
Castle Rock Wealth Management, LLC
INCREASED63,73057,766+5,964+10%$2.6M$2.9M+$206.5K2026-10-09
Bokf, NA
INCREASED62,98234,705+28,277+81%$1.6M$2.8M+$1.2M2026-10-27
Syverson Strege & Co
DECREASED60,88472,670-11,786-16%$3.3M$2.7M-$613.4K2026-11-02
Benchmark Financial, LLC
INCREASED59,88653,239+6,647+12%$2.5M$2.7M+$236.6K2026-10-16
Fragasso Financial Advisors Inc
NEW57,722—+57,722——$2.6M—2026-10-13
Concurrent Investment Advisors, LLC
INCREASED57,63942,772+14,867+35%$2.0M$2.6M+$617.8K2026-10-16
Fifth Third Securities, Inc.
DECREASED57,08977,864-20,775-27%$3.6M$2.6M-$1.0M2026-10-21
Altus Wealth Management, LLC
INCREASED56,73953,844+2,895+5%$2.5M$2.5M+$67.5K2026-10-13
Sheets Smith Wealth Management
INCREASED54,91954,094+825+2%$2.5M$2.5M-$25.7K2026-10-16
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED52,17440,799+11,375+28%$1.9M$2.3M+$463.3K2026-10-14
Dynamic Advisor Solutions LLC
INCREASED50,57747,177+3,400+7%$2.2M$2.3M+$97.9K2026-10-13
Vise Technologies, Inc.
INCREASED50,24516,453+33,792+205%$757.6K$2.3M+$1.5M2026-10-29
MN Wealth Advisors, LLC
INCREASED49,96947,396+2,573+5%$2.2M$2.2M+$60.5K2026-10-23
S&A Financial Services, Inc.
DECREASED49,11450,490-1,376-3%$2.3M$2.2M-$120.3K2026-11-03
Cooper Financial Group
INCREASED48,59846,108+2,490+5%$2.1M$2.2M+$58.3K2026-10-07
IFP Advisors, Inc
INCREASED46,72013,171+33,549+255%$606.5K$2.1M+$1.5M2026-10-16
Nolet Wealth Management, LLC
INCREASED45,63745,384+253+1%$2.1M$2.0M-$41.3K2026-10-15
Whitener Capital Management, Inc.
INCREASED44,82332,541+12,282+38%$1.5M$2.0M+$513.6K2026-10-15
Breakwater Capital Group
INCREASED43,91213,064+30,848+236%$601.6K$2.0M+$1.4M2026-10-09
Vigilare Wealth Management
DECREASED39,529184,139-144,610-79%$8.5M$1.8M-$6.7M2026-10-29
WBH Advisory Inc
INCREASED38,20433,690+4,514+13%$1.6M$1.7M+$163.6K2026-11-05
First Heartland Consultants, Inc.
INCREASED37,17735,945+1,232+3%$1.7M$1.7M+$13.6K2026-10-08
Modera Wealth Management, LLC
DECREASED36,36341,249-4,886-12%$1.9M$1.6M-$267.2K2026-10-28
Convergence Financial, LLC
NEW34,496—+34,496——$1.5M—2026-10-27
Signature Equity Partners, LLC
INCREASED34,413630+33,783+5362%$29.0K$1.5M+$1.5M2026-10-29
Salem Investment Counselors Inc
INCREASED32,41111,500+20,911+182%$529.6K$1.5M+$925.4K2026-10-13
Oppenheimer & Co Inc
DECREASED31,48632,441-955-3%$1.5M$1.4M-$80.5K2026-10-26
Novem Group
INCREASED31,23722,293+8,944+40%$1.0M$1.4M+$375.6K2026-10-19
Fifth Third Bancorp
DECREASED30,62931,578-949-3%$1.5M$1.4M-$79.2K2026-11-05
Selby Wealth Management, LLC
DECREASED30,39831,045-647-2%$1.4M$1.4M-$65.0K2026-10-16
Avantax Planning Partners, Inc.
DECREASED29,73230,847-1,115-4%$1.4M$1.3M-$85.8K2026-11-03
International Assets Investment Management, LLC
DECREASED28,38729,516-1,129-4%$1.4M$1.3M-$83.8K2026-11-02
Partners Wealth Management, LLC
NEW27,731—+27,731——$1.2M—2026-10-28
Triumph Capital Management
DECREASED26,16229,769-3,607-12%$1.4M$1.2M-$196.5K2026-10-14
HB Wealth Management, LLC
INCREASED25,43224,608+824+3%$1.1M$1.1M+$8.4K2026-10-23
Waterfront Wealth Inc.
INCREASED24,91323,733+1,180+5%$1.1M$1.1M+$31.8K2026-11-03
Accurate Wealth Management, LLC
DECREASED24,86730,624-5,757-19%$1.4M$1.1M-$290.7K2026-10-20
Sigma Planning Corp
INCREASED24,85623,993+863+4%$1.1M$1.1M+$11.1K2026-10-23
Aprio Wealth Management, LLC
DECREASED24,13824,283-145-1%$1.1M$1.1M-$34.6K2026-10-28
Thrivent Financial for Lutherans
NEW23,399—+23,399——$1.1M—2026-11-05
TopTier Wealth Management, LLC
INCREASED22,73321,763+970+4%$1.0M$1.0M+$18.3K2026-10-16
Cobblestone Asset Management LLC
INCREASED22,22321,427+796+4%$986.7K$997.6K+$10.9K2026-10-13
Herold Advisors, Inc.
DECREASED22,00025,101-3,101-12%$1.2M$987.6K-$164.4K2026-10-19
Rockingstone Advisors LLC
DECREASED21,40521,705-300-1%$999.5K$960.9K-$38.6K2026-10-16
Birchwood Financial Partners, Inc.
INCREASED20,91620,579+337+2%$947.7K$938.9K-$8.8K2026-11-02
Parallel Advisors, LLC
INCREASED20,27820,176+102+1%$929.1K$910.3K-$18.9K2026-11-03
Ascentis Independent Advisors
NEW20,173—+20,173——$905.6K—2026-11-03
Reicon Wealth Advisors, LLC
DECREASED19,85719,962-105-1%$919.3K$891.4K-$27.9K2026-11-04
StoneX Group Inc.
INCREASED19,71413,786+5,928+43%$636.0K$892.7K+$256.7K2026-11-03
Robertson Stephens Wealth Management, LLC
UNCHANGED19,25119,25100%$886.5K$864.2K-$22.3K2026-10-16
Gilbert Capital Group, Inc.
NEW18,628—+18,628——$836.2K—2026-10-28
Summit Wealth Group LLC / Co
DECREASED18,14518,182-370%$837.3K$814.5K-$22.8K2026-10-29
LaFleur & Godfrey LLC
DECREASED18,08418,569-485-3%$855.1K$811.8K-$43.3K2026-10-27
Diversify Wealth Management, LLC
INCREASED17,9486,985+10,963+157%$320.1K$806.6K+$486.5K2026-10-20
Diversify Advisory Services, LLC
INCREASED17,9486,985+10,963+157%$320.1K$806.6K+$486.5K2026-10-20
Signature Estate & Investment Advisors LLC
NEW17,874—+17,874——$802.4K—2026-10-13
PDS Planning, Inc
DECREASED17,86836,947-19,079-52%$1.7M$802.1K-$899.3K2026-11-03
M.E. Allison & Co., Inc.
INCREASED17,64016,413+1,227+7%$755.8K$791.9K+$36.1K2026-10-09
Investment Planning Advisors, Inc.
DECREASED17,42619,321-1,895-10%$889.7K$782.2K-$107.5K2026-10-14
Steinberganna Wealth Management
INCREASED17,30217,180+122+1%$791.1K$776.7K-$14.5K2026-10-23
WealthPLAN Partners, LLC
INCREASED16,45811,757+4,701+40%$541.4K$738.8K+$197.4K2026-10-15
Lido Advisors, LLC
INCREASED15,71913,721+1,998+15%$631.9K$705.6K+$73.8K2026-11-04
Bluedoor Private Wealth, LLC
INCREASED15,69613,694+2,002+15%$630.6K$704.6K+$74.0K2026-11-05
GC Wealth Management RIA, LLC
INCREASED14,9958,937+6,058+68%$411.5K$673.2K+$261.6K2026-11-02
Advisor OS, LLC
INCREASED14,61114,585+26+0%$671.6K$655.9K-$15.7K2026-11-03
Balboa Wealth Partners
INCREASED14,07811,503+2,575+22%$529.7K$632.0K+$102.2K2026-10-20
Granville Capital, Inc.
NEW13,773—+13,773——$618.2K—2026-11-05
MassMutual Private Wealth & Trust, FSB
DECREASED13,01915,001-1,982-13%$690.8K$584.4K-$106.4K2026-10-05
Next Level Wealth Planning, LLC
INCREASED12,98310,420+2,563+25%$479.8K$582.8K+$103.0K2026-10-29
XY Planning Network, Inc.
INCREASED12,9737,962+5,011+63%$366.6K$582.3K+$215.7K2026-10-14
Indivisible Partners
INCREASED12,7895,282+7,507+142%$243.2K$574.1K+$330.9K2026-10-26
Aspen Wealth Management LLC
INCREASED11,73011,695+35+0%$538.5K$526.5K-$12.0K2026-10-14
Shulman DeMeo Asset Management LLC
NEW11,579—+11,579——$517.8K—2026-10-09
PKS Advisory Services, LLC
UNCHANGED11,52511,52500%$530.7K$530.7K$02026-10-26
Accelerate Investment Advisors LLC
NEW11,329—+11,329——$508.6K—2026-11-02
Williams Jones Wealth Management, Llc.
NEW10,867—+10,867——$487.8K—2026-11-05
SeaCrest Wealth Management, LLC
INCREASED10,85610,125+731+7%$466.3K$487.3K+$21.1K2026-10-21
Elevated Financial Group LLC
NEW10,535—+10,535——$472.9K—2026-10-16
Mayfair Advisory Group, LLC
INCREASED10,3069,446+860+9%$432.5K$462.6K+$30.1K2026-10-20
Mascagni Wealth Management, Inc.
INCREASED10,30610,148+158+2%$467.3K$462.6K-$4.7K2026-10-23
Ascent Group, LLC
INCREASED9,9648,620+1,344+16%$397.0K$447.3K+$50.3K2026-10-30
Sunpointe, LLC
NEW9,944—+9,944——$446.4K—2026-10-22
Crossmark Global Holdings, Inc.
INCREASED9,8705,425+4,445+82%$248.9K$441.5K+$192.6K2026-10-21
Oak Barrel Wealth Advisory LLC
INCREASED9,7679,629+138+1%$443.4K$438.4K-$5.0K2026-11-05
Formidable Asset Management, LLC
UNCHANGED9,6939,69300%$446.6K$446.4K-$1942026-11-03
JSF Financial, LLC
INCREASED9,5309,305+225+2%$428.5K$427.8K-$6932026-10-22
Peak Wealth Management LLC
NEW9,369—+9,369——$420.9K—2026-10-26
IPG Investment Advisors LLC
DECREASED9,1009,500-400-4%$437.5K$408.5K-$29.0K2026-10-30
Prime Capital Investment Advisors, LLC
NEW8,955—+8,955——$402.0K—2026-10-20
Legacy Financial Strategies, LLC
INCREASED8,6757,570+1,105+15%$348.6K$389.4K+$40.8K2026-10-15
BXM Wealth LLC
DECREASED8,49612,925-4,429-34%$595.2K$381.4K-$213.8K2026-11-03
Essex Bank
INCREASED8,4666,809+1,657+24%$313.5K$380.0K+$66.5K2026-10-16
Fermata Advisors, LLC
NEW8,124—+8,124——$364.7K—2026-10-13
Howard Wealth Management, LLC
INCREASED8,1207,286+834+11%$335.5K$364.5K+$29.0K2026-10-28
Investment Partners Asset Management, Inc.
DECREASED8,1138,158-45-1%$375.7K$364.2K-$11.5K2026-10-09
Archvest Wealth Advisors, Inc.
UNCHANGED8,1008,10000%$373.0K$363.6K-$9.4K2026-10-29
Detalus Advisors, LLC
NEW8,080—+8,080——$362.7K—2026-10-15
AdvisorNet Financial, Inc
DECREASED8,0048,908-904-10%$410.2K$358.9K-$51.3K2026-10-15
AlphaCore Capital LLC
UNCHANGED8,0008,00000%$368.4K$359.1K-$9.3K2026-11-04
G&S Capital LLC
NEW7,901—+7,901——$354.7K—2026-10-23
Advisor Resource Council
NEW7,900—+7,900——$353.3K—2026-11-05
McAdam, LLC
NEW7,560—+7,560——$339.4K—2026-10-21
Brookstone Capital Management
NEW7,426—+7,426——$333.4K—2026-10-22
Manchester Capital Management LLC
INCREASED7,4241,250+6,174+494%$57.6K$333.3K+$275.7K2026-10-22
Ehrlich Financial Group
UNCHANGED7,4007,40000%$340.8K$332.2K-$8.6K2026-10-20
Private Trust Co NA
NEW7,116—+7,116——$319.4K—2026-10-20
Essex LLC
UNCHANGED7,0457,04500%$324.4K$316.3K-$8.2K2026-10-14
EverSource Wealth Advisors, LLC
DECREASED7,0258,171-1,146-14%$376.3K$315.4K-$60.9K2026-11-04
Linscomb Wealth, Inc.
UNCHANGED6,8896,88900%$317.2K$309.2K-$8.0K2026-11-05
Matisse Capital
UNCHANGED6,8216,82100%$314.1K$306.2K-$7.9K2026-10-29
Stone House Investment Management, LLC
DECREASED6,8068,538-1,732-20%$393.2K$305.5K-$87.7K2026-10-23
HUB Investment Partners, LLC
DECREASED6,3946,906-512-7%$318.0K$287.0K-$31.0K2026-11-03
Stirlingshire Investments, Inc.
NEW6,057—+6,057——$271.9K—2026-11-05
Elevation Wealth Management LLC
INCREASED6,0435,691+352+6%$262.1K$271.3K+$9.2K2026-11-02
Independent Financial Group, LLC
INCREASED6,0326,022+10+0%$277.3K$270.8K-$6.5K2026-10-13
Central Trust Co
DECREASED6,0286,628-600-9%$305.2K$270.6K-$34.6K2026-11-05
OpenArc Corporate Advisory, LLC
NEW5,824—+5,824——$261.4K—2026-10-21
Gainline Financial Partners, LLC
NEW5,645—+5,645——$253.4K—2026-10-15
Bank of New York Mellon Corp
NEW5,637—+5,637——$253.0K—2026-11-05
Dynamic Financial Group
DECREASED5,6185,647-29-1%$260.0K$252.2K-$7.9K2026-10-28
Essential Investment Partners LLC
DECREASED5,5227,725-2,203-29%$355.7K$247.9K-$107.9K2026-10-27
Stevens Capital Partners
INCREASED5,5035,426+77+1%$249.9K$247.0K-$2.8K2026-10-29
Alterna Wealth Management, Inc
DECREASED5,4855,732-247-4%$263.9K$246.2K-$17.7K2026-10-27
Unique Wealth, LLC
INCREASED5,4034,488+915+20%$206.7K$242.5K+$35.9K2026-10-16
Diversified Portfolios, Inc.
INCREASED5,3385,284+54+1%$243.3K$239.6K-$3.7K2026-11-04
Lighthouse Wealth Management Inc.
INCREASED5,3364,438+898+20%$204.4K$239.5K+$35.2K2026-10-13
Washington Trust Co
UNCHANGED5,3245,32400%$245.2K$239.0K-$6.2K2026-10-22
Archer Investment Corp
INCREASED5,2664,883+383+8%$224.9K$236.4K+$11.5K2026-11-05
Walkner Condon Financial Advisors LLC
DECREASED4,9605,029-69-1%$231.6K$222.6K-$8.9K2026-11-02
FCG Investment Co
NEW4,958—+4,958——$222.6K—2026-10-13
Wedbush Securities Inc
UNCHANGED4,8294,82900%$222.0K$217-$221.8K2026-10-22
Odyssey Capital Advisors, Inc.
NEW4,734—+4,734——$212.5K—2026-10-26
Ellis Investment Partners, LLC
NEW4,716—+4,716——$211.7K—2026-10-21
Firethorn Wealth Partners, LLC
NEW4,484—+4,484——$201.3K—2026-10-14
GFS Advisors, LLC
UNCHANGED4,4804,48000%$2.1M$201.0K-$1.9M2026-11-03
Parkside Financial Bank & Trust
INCREASED4,0322,398+1,634+68%$110.4K$181.0K+$70.6K2026-10-27
Latitude Advisors, LLC
NEW2,652—+2,652——$119.1K—2026-10-27
Burk Holdings LLC
UNCHANGED2,3492,34900%$108.2K$105.4K-$2.7K2026-11-05
Trust Co of Vermont
UNCHANGED2,0652,06500%$95.1K$92.7K-$2.4K2026-10-21
Nfsg Corp
INCREASED1,859770+1,089+141%$35.5K$83.5K+$48.0K2026-10-15
Portfolio Resources Advisor Group, Inc.
UNCHANGED1,7411,74100%$80.2K$78.2K-$2.0K2026-10-20
Transce3nd, LLC
DECREASED1,6743,001-1,327-44%$137.7K$75.2K-$62.5K2026-10-26
GK Wealth Management LLC
NEW1,500—+1,500——$67.3K—2026-10-09
Kings Path Partners LLC
NEW1,384—+1,384——$62.1K—2026-10-21
Blueline Advisors LLC
UNCHANGED1,2161,21600%$56.0K$54.6K-$1.4K2026-10-15
GHP Investment Advisors, Inc.
INCREASED1,0391,024+15+1%$47.2K$46.6K-$5332026-10-15
Larson Financial Group LLC
UNCHANGED1,0001,00000%$46.1K$44.9K-$1.2K2026-11-05
Mascoma Wealth Management LLC
UNCHANGED1,0001,00000%$46.1K$44.9K-$1.2K2026-10-23
GGM Financial LLC
DECREASED9771,286-309-24%$59.2K$43.9K-$15.4K2026-11-05
Financially Speaking Inc
NEW872—+872——$39.1K—2026-11-05
Hazlett, Burt & Watson, Inc.
NEW784—+784——$35.0K—2026-11-04
MidAtlantic Capital Management, Inc.
NEW764—+764——$34.3K—2026-11-05
NorthAvenue LLC
UNCHANGED73773700%$33.9K$33.1K-$8552026-10-29
Madden Securities Corp
NEW700—+700——$31.4K—2026-10-27
Cordgrass Capital Advisors, LLC
DECREASED663673-10-1%$31.0K$29.8K-$1.2K2026-10-30
Putney Financial Group LLC
NEW545—+545——$24.5K—2026-10-30
Signature Resources Capital Management, LLC
NEW542—+542——$24.3K—2026-10-16
Richards, Merrill & Peterson, Inc.
NEW360—+360——$16.2K—2026-10-19
Harbor Investment Advisory, LLC
INCREASED31478+236+303%$3.6K$14.1K+$10.5K2026-10-13
Ashton Thomas Private Wealth, LLC
UNCHANGED29829800%$13.7K$13.4K-$3462026-11-03
Signaturefd, LLC
NEW257—+257——$11.5K—2026-10-23
Pinnacle Bancorp, Inc.
NEW195—+195——$8.8K—2026-10-21
Spire Wealth Management
DECREASED174238-64-27%$11.0K$7.8K-$3.1K2026-10-30
Nova Financial LLC
NEW164—+164——$7.4K—2026-11-04
Brown, Lisle Ings, Inc.
NEW158—+158——$7.1K—2026-10-16
CoreCap Advisors, LLC
DECREASED138310-172-55%$14.3K$6.2K-$8.1K2026-10-08
Indiana Trust & Investment Management Co
NEW109—+109——$4.9K—2026-10-22
Rossby Financial, LCC
UNCHANGED10710700%$4.9K$4.8K-$1242026-11-05
Fairway Wealth LLC
NEW85—+85——$3.8K—2026-10-30
Morton Brown Family Wealth, LLC
NEW80—+80——$3.6K—2026-10-23
Jacobi Capital Management LLC
NEW35—+35——$1.6K—2026-11-05
Dhjj Financial Advisors, Ltd.
UNCHANGED9900%$415$405-$102026-10-23
Assetmark, Inc
DECREASED815-7-47%$691$359-$3322026-10-21
TBH Global Asset Management, LLC
CLOSED087,121-87,121-100%$4.0M$0-$4.0M2026-11-03
Sovran Advisors, LLC
CLOSED030,446-30,446-100%$1.4M$0-$1.4M2026-11-02
B. Riley Wealth Advisors, Inc.
CLOSED024,057-24,057-100%$1.1M$0-$1.1M2026-10-13
Client First Investment Management LLC
CLOSED019,771-19,771-100%$910.5K$0-$910.5K2026-10-09
Wedmont Private Capital
CLOSED011,163-11,163-100%$512.0K$0-$512.0K2026-10-09
FSM Wealth Advisors, LLC
CLOSED09,892-9,892-100%$455.5K$0-$455.5K2026-10-27
Regions Financial Corp
CLOSED09,145-9,145-100%$421.1K$0-$421.1K2026-11-05
Simplicity Wealth,LLC
CLOSED08,546-8,546-100%$393.5K$0-$393.5K2026-10-23
Nautilus Advisors LLC
CLOSED05,224-5,224-100%$239.6K$0-$239.6K2026-10-07
Gallacher Capital Management LLC
CLOSED05,165-5,165-100%$237.9K$0-$237.9K2026-10-30
Total Clarity Wealth Management, Inc.
CLOSED05,021-5,021-100%$231.2K$0-$231.2K2026-10-26
Burns Matteson Capital Management, LLC
CLOSED04,440-4,440-100%$204.5K$0-$204.5K2026-10-16
Heritage OAK Wealth Advisors LLC
CLOSED04,440-4,440-100%$204.5K$0-$204.5K2026-10-14
Torren Management, LLC
CLOSED0757-757-100%$34.9K$0-$34.9K2026-10-29
Arlington Trust Co LLC
CLOSED0738-738-100%$34.0K$0-$34.0K2026-10-20
WPG Advisers, LLC
CLOSED0430-430-100%$19.8K$0-$19.8K2026-10-27
Costello Asset Management, Inc
CLOSED0130-130-100%$6.0K$0-$6.0K2026-10-30
Tucker Asset Management LLC
CLOSED055-55-100%$2.5K$0-$2.5K2026-10-29
Prairie Wealth Advisors, Inc.
UNCHANGED000—$805.0K$855.2K+$50.2K2026-10-29
Charles Schwab Investment Management Inc
N/A—13,379,994-13,379,994-100%$616.1M———
JPMorgan Chase & Co
N/A—8,272,672-8,272,672-100%$381.4M———
Morgan Stanley
N/A—7,308,659-7,308,659-100%$336.6M———
Sequoia Financial Advisors, LLC
N/A—7,131,321-7,131,321-100%$328.4M———
Wells Fargo & Company
N/A—6,285,301-6,285,301-100%$289.4M———
Savant Capital, LLC
N/A—6,215,784-6,215,784-100%$286.2M———
Bank of America Corp
N/A—4,132,207-4,132,207-100%$190.3M———
Waverly Advisors, LLC
N/A—2,667,808-2,667,808-100%$122.9M———
Envestnet Asset Management Inc
N/A—2,634,836-2,634,836-100%$121.3M———
LPL Financial LLC
N/A—2,071,878-2,071,878-100%$95.4M———
Raymond James Financial Inc
N/A—2,013,557-2,013,557-100%$92.7M———
Royal Bank of Canada
N/A—1,894,283-1,894,283-100%$87.2M———
Osaic Holdings, Inc.
N/A—1,726,054-1,726,054-100%$79.5M———
Cary Street Partners Financial LLC
N/A—1,225,072-1,225,072-100%$56.4M———
Hilton Capital Management, LLC
N/A—1,183,795-1,183,795-100%$54.5M———
Janney Montgomery Scott LLC
N/A—1,133,112-1,133,112-100%$52.2M———
Rockefeller Capital Management L.P.
N/A—966,943-966,943-100%$44.5M———
Kintra Wealth, LLC
N/A—848,974-848,974-100%$39.0M———
Cornerstone Advisory, LLC
N/A—829,529-829,529-100%$38.2M———
Cetera Investment Advisers
N/A—810,798-810,798-100%$37.3M———
Legacy Edge Advisors, LLC
N/A—637,747-637,747-100%$29.4M———
Jones Financial Companies Lllp
N/A—610,186-610,186-100%$28.1M———
Stifel Financial Corp
N/A—574,844-574,844-100%$26.5M———
Longview Financial Advisors LLC
N/A—571,553-571,553-100%$26.3M———
Great Valley Advisor Group, Inc.
N/A—549,852-549,852-100%$25.3M———
TPG Financial Advisors, LLC
N/A—526,755-526,755-100%$24.3M———
NewEdge Wealth, LLC
N/A—495,830-495,830-100%$22.8M———
Vestmark Advisory Solutions, Inc.
N/A—451,814-451,814-100%$20.8M———
Jane Street Group, LLC
N/A—450,787-450,787-100%$20.8M———
One Capital Management, LLC
N/A—435,070-435,070-100%$20.0M———
HighTower Advisors, LLC
N/A—401,901-401,901-100%$18.5M———
Greenwich Wealth Management LLC
N/A—398,349-398,349-100%$18.3M———
Integrated Wealth Concepts LLC
N/A—379,614-379,614-100%$17.5M———
Tradition Wealth Management, LLC
N/A—355,491-355,491-100%$16.4M———
Merit Financial Group, LLC
N/A—339,992-339,992-100%$15.7M———
Planning Directions Inc
N/A—334,845-334,845-100%$15.4M———
Smith, Moore & Co.
N/A—321,603-321,603-100%$14.8M———
Harbor Advisory Corp
N/A—309,388-309,388-100%$14.2M———
PNC Financial Services Group, Inc.
N/A—306,182-306,182-100%$14.1M———
Arkadios Wealth Advisors
N/A—302,038-302,038-100%$13.9M———
O'rourke & Company, Inc
N/A—286,947-286,947-100%$13.2M———
American Financial Advisors, LLC
N/A—286,634-286,634-100%$13.2M———
NewEdge Advisors, LLC
N/A—267,010-267,010-100%$12.3M———
Bridgewealth Advisory Group, LLC
N/A—265,243-265,243-100%$12.2M———
Richard W. Paul & Associates, LLC
N/A—247,862-247,862-100%$11.4M———
Geneos Wealth Management Inc.
N/A—229,432-229,432-100%$10.6M———
MML Investors Services, LLC
N/A—222,697-222,697-100%$10.3M———
S Harris Financial Group, LLC
N/A—219,612-219,612-100%$10.1M———
Mutual Advisors, LLC
N/A—210,670-210,670-100%$9.7M———
Horizon Investments, LLC
N/A—205,413-205,413-100%$9.4M———
Focus Partners Wealth
N/A—183,114-183,114-100%$8.4M———
Waterloo Capital, L.P.
N/A—182,882-182,882-100%$8.4M———
Seascape Capital Management
N/A—180,073-180,073-100%$8.3M———
Colter Lewis Investment Partners LLC
N/A—177,357-177,357-100%$8.2M———
N.E.W. Advisory Services LLC
N/A—172,933-172,933-100%$8.0M———
Northwestern Mutual Wealth Management Co
N/A—172,788-172,788-100%$8.0M———
Mariner, LLC
N/A—152,840-152,840-100%$7.0M———
Blue Chip Partners, LLC
N/A—148,311-148,311-100%$6.8M———
Larch Capital Partners LLC
N/A—145,400-145,400-100%$6.7M———
Kickstand Ventures, Llc.
N/A—140,412-140,412-100%$6.5M———
Renaissance Technologies LLC
N/A—132,188-132,188-100%$6.1M———
Ethos Financial Group, LLC
N/A—128,191-128,191-100%$5.9M———
Susquehanna International Group, LLP
N/A—125,777-125,777-100%$5.8M———
Spahn Wealth & Retirement LLC
N/A—121,903-121,903-100%$6.9M———
MorganRosel Wealth Management, LLC
N/A—118,201-118,201-100%$5.4M———
Continuum Advisory, LLC
N/A—114,965-114,965-100%$5.3M———
Harbour Investments, Inc.
N/A—114,175-114,175-100%$5.3M———
HTG Investment Advisors, Inc.
N/A—112,784-112,784-100%$5.2M———
Summit Financial, LLC
N/A—106,591-106,591-100%$4.9M———
Cauble & Harre Wealth Management, Inc.
N/A—103,709-103,709-100%$4.8M———
UBS Asset Management Americas LLC
N/A—101,877-101,877-100%$4.7M———
Advisory Services Network, LLC
N/A—98,857-98,857-100%$4.6M———
Benjamin Edwards Inc
N/A—98,532-98,532-100%$4.5M———
&partners
N/A—96,560-96,560-100%$4.6M———
Keystone Financial Services, LLC
N/A—96,291-96,291-100%$4.4M———
Cary Street Partners Investment Advisory LLC
N/A—95,312-95,312-100%$4.4M———
Kingsview Wealth Management, LLC
N/A—93,820-93,820-100%$4.3M———
Hopwood Nicholas Hunter
N/A—93,644-93,644-100%$4.3M———
Invst, LLC
N/A—93,167-93,167-100%$4.3M———
Focus Partners Advisor Solutions, LLC
N/A—93,153-93,153-100%$4.3M———
Brown Advisory Inc
N/A—89,362-89,362-100%$4.1M———
Addison Capital Co
N/A—87,152-87,152-100%$4.0M———
Savvy Advisors, Inc.
N/A—85,130-85,130-100%$3.9M———
Eaton Financial Holdings Company, LLC
N/A—84,410-84,410-100%$3.9M———
Baird Financial Group, Inc.
N/A—83,035-83,035-100%$3.8M———
Orion Porfolio Solutions, LLC
N/A—82,225-82,225-100%$3.8M———
Paladin Advisory Group, LLC
N/A—80,632-80,632-100%$3.7M———
Tortoise Investment Management, LLC
N/A—79,732-79,732-100%$3.7M———
Liberty One Investment Management, LLC
N/A—76,028-76,028-100%$3.5M———
Trustmark Bank Trust Department
N/A—74,966-74,966-100%$3.5M———
Emissary Wealth LLC
N/A—73,837-73,837-100%$3.4M———
Private Advisor Group, LLC
N/A—67,764-67,764-100%$3.1M———
Beckerman Institutional, LLC
N/A—64,496-64,496-100%$3.0M———
Strategies Wealth Advisors, LLC
N/A—63,143-63,143-100%$2.9M———
Scotia Capital Inc.
N/A—60,191-60,191-100%$2.8M———
Citadel Advisors LLC
N/A—58,270-58,270-100%$2.7M———
Everest Financial Group LLC
N/A—57,015-57,015-100%$2.6M———
Regal Investment Advisors LLC
N/A—55,942-55,942-100%$2.6M———
Clearstead Advisors, LLC
N/A—54,490-54,490-100%$2.5M———
URS Advisory LLC
N/A—54,264-54,264-100%$2.5M———
Kovack Advisors, Inc.
N/A—50,012-50,012-100%$2.3M———
Sanctuary Advisors, LLC
N/A—48,831-48,831-100%$2.2M———
Western Wealth Management, LLC
N/A—48,245-48,245-100%$2.2M———
PFG Investments, LLC
N/A—46,752-46,752-100%$2.2M———
Northeast Planning Associates, Inc. / NH /
N/A—46,259-46,259-100%$2.0M———
EP Wealth Advisors, LLC
N/A—45,955-45,955-100%$2.1M———
Towle & Co
N/A—45,649-45,649-100%$2.1M———
Capital Analysts, LLC
N/A—45,494-45,494-100%$2.1M———
Alteri Wealth LLC
N/A—43,975-43,975-100%$2.0M———
Aspire Capital Advisors LLC
N/A—42,939-42,939-100%$2.0M———
World Investment Advisors
N/A—41,898-41,898-100%$1.9M———
BankPlus Trust Department
N/A—41,730-41,730-100%$1.9M———
Composition Wealth, LLC
N/A—41,510-41,510-100%$1.9M———
Investor's Fiduciary Advisor Network, LLC
N/A—40,657-40,657-100%$1.9M———
MTM Financial Group, LLC
N/A—38,698-38,698-100%$1.8M———
Natixis Advisors, LLC
N/A—38,532-38,532-100%$1.8M———
Turner Financial Group, Inc.
N/A—36,668-36,668-100%$1.7M———
Envestnet Portfolio Solutions, Inc.
N/A—36,170-36,170-100%$1.7M———
Cornerstone Financial Management LLC
N/A—35,912-35,912-100%$1.7M———
Ameriprise Financial Inc
N/A—35,353-35,353-100%$1.6M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—35,075-35,075-100%$1.6M———
5T Wealth, LLC
N/A—34,883-34,883-100%$1.6M———
Element Wealth, LLC
N/A—33,880-33,880-100%$1.6M———
White Wing Wealth Management
N/A—31,176-31,176-100%$1.4M———
Drive Wealth Management, LLC
N/A—30,183-30,183-100%$1.4M———
Rehmann Capital Advisory Group
N/A—27,151-27,151-100%$1.3M———
Steward Partners Investment Advisory, LLC
N/A—26,261-26,261-100%$1.2M———
Belpointe Asset Management LLC
N/A—26,029-26,029-100%$1.2M———
Fortis Capital Advisors, LLC
N/A—26,029-26,029-100%$1.2M———
NCM Capital Management, LLC
N/A—24,750-24,750-100%$1.1M———
NorthRock Partners, LLC
N/A—23,596-23,596-100%$1.1M———
Pine Valley Investments Ltd Liability Co
N/A—21,119-21,119-100%$972.5K———
Smartleaf Asset Management LLC
N/A—18,958-18,958-100%$874.0K———
Fiduciary Financial Advisors
N/A—17,491-17,491-100%$805.5K———
Meeder Advisory Services, Inc.
N/A—17,399-17,399-100%$801.2K———
Principal Securities, Inc.
N/A—16,901-16,901-100%$778.3K———
Beta Wealth Group, Inc.
N/A—16,813-16,813-100%$774.3K———
Axis Wealth Partners, LLC
N/A—16,203-16,203-100%$746.2K———
Thoroughbred Financial Services, LLC
N/A—16,144-16,144-100%$743.0K———
CreativeOne Wealth, LLC
N/A—15,952-15,952-100%$734.6K———
Advisors Asset Management, Inc.
N/A—15,829-15,829-100%$728.9K———
Resurgent Financial Advisors LLC
N/A—15,739-15,739-100%$724.8K———
Hudson Value Partners, LLC
N/A—15,324-15,324-100%$705.7K———
Palladiem, LLC
N/A—15,290-15,290-100%$704.1K———
Beacon Pointe Advisors, LLC
N/A—14,956-14,956-100%$688.7K———
OneAscent Wealth Management LLC
N/A—14,833-14,833-100%$683.1K———
Daviman Financial, LLC
N/A—14,801-14,801-100%$681.6K———
Safeguard Investment Advisory Group, LLC
N/A—14,507-14,507-100%$668.0K———
Menard Financial Group LLC
N/A—14,311-14,311-100%$659.0K———
Betterment LLC
N/A—14,080-14,080-100%$648.0K———
Leo H. Evart, Inc.
N/A—13,253-13,253-100%$610.3K———
Coppell Advisory Solutions LLC
N/A—12,845-12,845-100%$256———
Money Concepts Capital Corp
N/A—12,146-12,146-100%$559.3K———
Van Hulzen Asset Management, LLC
N/A—12,071-12,071-100%$555.9K———
Brookwood Investment Group LLC
N/A—11,428-11,428-100%$526.3K———
National Philanthropic Trust
N/A—10,785-10,785-100%$496.6K———
Bank of Montreal
N/A—10,768-10,768-100%$495.9K———
Harvest Investment Services, LLC
N/A—10,421-10,421-100%$479.9K———
Mendel Capital Management LLC
N/A—10,334-10,334-100%$475.9K———
Cloud Capital Management, LLC
N/A—9,873-9,873-100%$454.0K———
GatePass Capital, LLC
N/A—9,550-9,550-100%$439.8K———
Lansing Street Advisors
N/A—9,422-9,422-100%$433.9K———
Flow Traders U.S. LLC
N/A—9,033-9,033-100%$416.0K———
Southeast Asset Advisors, LLC
N/A—8,915-8,915-100%$410.5K———
BOK Financial Private Wealth, Inc.
N/A—8,794-8,794-100%$405.0K———
Wayfinding Financial, LLC
N/A—8,681-8,681-100%$399.0K———
UBS Group AG
N/A—8,591-8,591-100%$395.6K———
Dorsey & Whitney Trust Co LLC
N/A—8,511-8,511-100%$391.9K———
Delta Investment Management, LLC
N/A—8,367-8,367-100%$385.3K———
Chokshi & Queen Wealth Advisors, Inc
N/A—8,129-8,129-100%$374.3K———
Insigneo Advisory Services, LLC
N/A—8,070-8,070-100%$371.6K———
Wealthspire Retirement, LLC
N/A—8,050-8,050-100%$370.7K———
MAI Capital Management
N/A—7,777-7,777-100%$358.1K———
Atlantic Private Wealth, LLC
N/A—7,773-7,773-100%$357.9K———
AQR Capital Management LLC
N/A—7,742-7,742-100%$356.5K———
FWG Holdings, LLC
N/A—7,685-7,685-100%$351.9K———
Resolute Wealth Strategies, LLC
N/A—7,664-7,664-100%$352.9K———
Fortune Financial Advisors, LLC
N/A—7,616-7,616-100%$350.7K———
West Michigan Advisors, LLC
N/A—7,411-7,411-100%$341.3K———
Sequent Planning LLC
N/A—7,071-7,071-100%$325.6K———
Summit Wealth Partners, LLC
N/A—7,012-7,012-100%$322.9K———
Stephens Inc
N/A—6,947-6,947-100%$319.9K———
LaSalle St. Investment Advisors, LLC
N/A—6,664-6,664-100%$306.9K———
Runnymede Capital Advisors, Inc.
N/A—6,412-6,412-100%$295.3K———
Apriem Advisors
N/A—6,358-6,358-100%$292.8K———
AFT, Forsyth & Company, Inc.
N/A—6,300-6,300-100%$290.1K———
Johnson Investment Counsel Inc
N/A—6,140-6,140-100%$282.7K———
IFG Advisory, LLC
N/A—6,114-6,114-100%$281.5K———
Nwam LLC
N/A—6,014-6,014-100%$276.9K———
Ausdal Financial Partners, Inc.
N/A—5,986-5,986-100%$275.7K———
Cedarwood Wealth LLC
N/A—5,839-5,839-100%$268.9K———
Yukon Wealth Management, Inc.
N/A—5,765-5,765-100%$265.5K———
United Capital Financial Advisors, LLC
N/A—5,456-5,456-100%$250.3K———
Global Retirement Partners, LLC
N/A—5,337-5,337-100%$245.8K———
OneDigital Investment Advisors LLC
N/A—5,125-5,125-100%$236.0K———
GeoWealth Management, LLC
N/A—4,903-4,903-100%$225.8K———
CIBC World Market Inc.
N/A—4,847-4,847-100%$223.2K———
Advyzon Investment Management, LLC
N/A—4,584-4,584-100%$211.1K———
Essex Financial Services, Inc.
N/A—4,385-4,385-100%$201.9K———
FMR LLC
N/A—4,256-4,256-100%$196.0K———
Cambient Family Office, LLC
N/A—3,245-3,245-100%$149.4K———
Sankala Group LLC
N/A—3,000-3,000-100%$137.6K———
Medallion Wealth Advisors, LLC
N/A—2,850-2,850-100%$133.4K———
Allworth Financial LP
N/A—2,187-2,187-100%$100.7K———
Bartlett & Co. Wealth Management LLC
N/A—1,806-1,806-100%$83.2K———
BFC Planning, Inc.
N/A—1,623-1,623-100%$74.7K———
Bogart Wealth, LLC
N/A—1,184-1,184-100%$54.5K———
Franklin Resources Inc
N/A—1,013-1,013-100%$46.6K———
IMA Advisory Services, Inc.
N/A—750-750-100%$34.5K———
Whittier Trust Co of Nevada Inc
N/A—629-629-100%$28.8K———
LGT Financial Advisors LLC
N/A—484-484-100%$22.3K———
ST Germain D J Co Inc
N/A—390-390-100%$18.0K———
FAS Wealth Partners, Inc.
N/A—374-374-100%$17.2K———
Founders Financial Alliance, LLC
N/A—351-351-100%$16.2K———
AE Wealth Management LLC
N/A—268-268-100%$12.4K———
BlackRock, Inc.
N/A—191-191-100%$8.8K———
Imprint Wealth LLC
N/A—186-186-100%$8.6K———
Aventura Private Wealth, LLC
N/A—158-158-100%$7.3K———
Wellington-Altus USA Inc.
N/A—140-140-100%$6.5K———
Winch Advisory Services, LLC
N/A—15-15-100%$700———
Financial Gravity Companies, Inc.
N/A—11-11-100%$507———
O'shaughnessy Asset Management, LLC
N/A—1-1-100%$46———
Showing 538 of 538 institutions