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JPMorgan Municipal ETF (JMUB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares2,124,736 from 2,629,605
Change-504,869 (-19%)
Value$100.7M (-$31.8M)
Filed 2026-10-13
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares1,318,267 from 1,255,802
Change+62,465 (+5%)
Value$62.7M (-$889.5K)
Filed 2026-10-13
1900 Wealth Management LLC
DECREASED
Shares1,173,995 from 1,350,673
Change-176,678 (-13%)
Value$55.9M (-$12.6M)
Filed 2026-10-13
Avantax Planning Partners, Inc.
DECREASED
Shares835,262 from 1,335,459
Change-500,197 (-37%)
Value$39.7M (-$27.9M)
Filed 2026-11-03
G2 Capital Management, LLC / OH
INCREASED
Shares818,441 from 810,353
Change+8,088 (+1%)
Value$38.9M (-$2.1M)
Filed 2026-10-23
Central Trust Co
INCREASED
Shares815,336 from 793,283
Change+22,053 (+3%)
Value$38.8M (-$1.4M)
Filed 2026-11-05
Bailard, Inc.
INCREASED
Shares726,592 from 653,474
Change+73,118 (+11%)
Value$34.6M (+$1.5M)
Filed 2026-10-13
Assetmark, Inc
INCREASED
Shares670,826 from 641,928
Change+28,898 (+5%)
Value$31.9M (-$599.0K)
Filed 2026-10-21
Lebenthal Global Advisors, LLC
INCREASED
Shares657,880 from 520,742
Change+137,138 (+26%)
Value$31.3M (+$4.9M)
Filed 2026-10-28
Asio Capital, LLC
DECREASED
Shares631,005 from 965,274
Change-334,269 (-35%)
Value$30.0M (-$18.9M)
Filed 2026-10-19
OpenArc Corporate Advisory, LLC
DECREASED
Shares607,544 from 651,078
Change-43,534 (-7%)
Value$28.9M (-$4.1M)
Filed 2026-10-21
Larson Financial Group LLC
INCREASED
Shares586,124 from 537,668
Change+48,456 (+9%)
Value$27.9M (+$652.2K)
Filed 2026-11-05
Commonwealth Equity Services, LLC
INCREASED
Shares560,331 from 551,894
Change+8,437 (+2%)
Value$26.7M (-$1.3M)
Filed 2026-11-02
Sagespring Wealth Partners, LLC
INCREASED
Shares549,878 from 359,313
Change+190,565 (+53%)
Value$26.2M (+$8.0M)
Filed 2026-10-22
Amplius Wealth Advisors, LLC
INCREASED
Shares547,767 from 470,566
Change+77,201 (+16%)
Value$26.1M (+$2.2M)
Filed 2026-10-20
Mather Group, Llc.
INCREASED
Shares529,331 from 516,975
Change+12,356 (+2%)
Value$25.2M (-$1.0M)
Filed 2026-10-14
Able Financial Group, LLC
DECREASED
Shares514,347 from 582,550
Change-68,203 (-12%)
Value$24.5M (-$5.0M)
Filed 2026-10-14
Avidian Wealth Enterprises, LLC
DECREASED
Shares481,080 from 504,030
Change-22,950 (-5%)
Value$22.9M (-$2.6M)
Filed 2026-10-08
Vise Technologies, Inc.
INCREASED
Shares462,225 from 211,096
Change+251,129 (+119%)
Value$22.0M (+$11.3M)
Filed 2026-10-29
Apollon Wealth Management, LLC
INCREASED
Shares408,474 from 356,305
Change+52,169 (+15%)
Value$19.4M (+$1.4M)
Filed 2026-10-23
Cardinal Strategic Wealth Guidance
INCREASED
Shares397,907 from 337,742
Change+60,165 (+18%)
Value$18.9M (+$1.8M)
Filed 2026-11-02
Invenio Wealth Partners LLC
DECREASED
Shares388,257 from 397,279
Change-9,022 (-2%)
Value$18.5M (-$1.7M)
Filed 2026-10-20
Collective Family Office LLC
DECREASED
Shares384,552 from 728,056
Change-343,504 (-47%)
Value$18.3M (-$18.6M)
Filed 2026-10-05
Clear Trail Advisors, LLC
DECREASED
Shares368,505 from 369,734
Change-1,229 (0%)
Value$17.5M (-$1.2M)
Filed 2026-10-20
Chesley Taft & Associates LLC
INCREASED
Shares331,298 from 312,202
Change+19,096 (+6%)
Value$15.8M (-$51.4K)
Filed 2026-10-13
Magnus Financial Group LLC
INCREASED
Shares320,495 from 289,678
Change+30,817 (+11%)
Value$15.2M (+$575.5K)
Filed 2026-10-21
Wealth Alliance Advisory Group, LLC
DECREASED
Shares315,520 from 323,908
Change-8,388 (-3%)
Value$15.0M (-$1.4M)
Filed 2026-10-14
Harbor Group, Inc.
INCREASED
Shares314,913 from 313,229
Change+1,684 (+1%)
Value$15.0M (-$883.0K)
Filed 2026-10-14
HB Wealth Management, LLC
NEW
Shares308,494
Change+308,494
Value$14.7M
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares306,863 from 328,817
Change-21,954 (-7%)
Value$14.6K (-$16.6M)
Filed 2026-11-02
Nolet Wealth Management, LLC
DECREASED
Shares301,649 from 346,476
Change-44,827 (-13%)
Value$14.4M (-$3.2M)
Filed 2026-10-15
CGN Advisors LLC
DECREASED
Shares297,739 from 345,172
Change-47,433 (-14%)
Value$14.2M (-$3.3M)
Filed 2026-10-21
Resonant Capital Advisors, LLC
INCREASED
Shares287,986 from 78,223
Change+209,763 (+268%)
Value$13.7M (+$9.7M)
Filed 2026-10-15
ARQ Wealth Advisors, LLC
DECREASED
Shares267,588 from 336,222
Change-68,634 (-20%)
Value$12.7M (-$4.1M)
Filed 2026-10-29
Verus Capital Partners, LLC
INCREASED
Shares250,442 from 209,101
Change+41,341 (+20%)
Value$11.9M (+$1.3M)
Filed 2026-11-03
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares247,459 from 66,594
Change+180,865 (+272%)
Value$11.8M (+$8.4M)
Filed 2026-10-14
Aspen Wealth Management LLC
DECREASED
Shares246,045 from 304,147
Change-58,102 (-19%)
Value$11.7M (-$3.7M)
Filed 2026-10-14
Hartford Financial Management Inc.
DECREASED
Shares241,018 from 257,179
Change-16,161 (-6%)
Value$11.5M (-$1.6M)
Filed 2026-10-21
Smith & Howard Wealth Management, LLC
DECREASED
Shares228,201 from 432,992
Change-204,791 (-47%)
Value$10.9M (-$11.1M)
Filed 2026-10-27
Founders Financial Securities LLC
INCREASED
Shares214,524 from 201,932
Change+12,592 (+6%)
Value$10.2M (-$21.8K)
Filed 2026-10-28
Cornerstone Wealth Management, LLC
INCREASED
Shares210,288 from 209,551
Change+737 (+0%)
Value$10.0M (-$609.3K)
Filed 2026-11-04
Simon Quick Advisors, LLC
INCREASED
Shares203,105 from 201,271
Change+1,834 (+1%)
Value$9.7M (-$531.6K)
Filed 2026-10-26
Lido Advisors, LLC
DECREASED
Shares201,538 from 219,313
Change-17,775 (-8%)
Value$9.6M (-$1.5M)
Filed 2026-11-04
Washington Trust Bank
INCREASED
Shares190,081 from 111,947
Change+78,134 (+70%)
Value$9.0M (+$3.4M)
Filed 2026-11-03
Truist Financial Corp
DECREASED
Shares188,859 from 475,402
Change-286,543 (-60%)
Value$9.0M (-$15.1M)
Filed 2026-10-30
Retirement Planning Group, LLC
DECREASED
Shares188,096 from 193,799
Change-5,703 (-3%)
Value$8.9M (-$867.3K)
Filed 2026-10-19
Signature Estate & Investment Advisors LLC
DECREASED
Shares186,667 from 203,952
Change-17,285 (-8%)
Value$8.9M (-$1.4M)
Filed 2026-10-13
Kestra Advisory Services, LLC
INCREASED
Shares182,226 from 156,353
Change+25,873 (+17%)
Value$8.7M (+$750.2K)
Filed 2026-11-02
Summit Financial Strategies, Inc.
INCREASED
Shares175,855 from 160,874
Change+14,981 (+9%)
Value$8.4M (+$218.1K)
Filed 2026-10-14
Farther Finance Advisors, LLC
INCREASED
Shares168,474 from 31,376
Change+137,098 (+437%)
Value$8.0M (+$6.4M)
Filed 2026-10-08
Fragasso Financial Advisors Inc
NEW
Shares162,620
Change+162,620
Value$7.7M
Filed 2026-10-13
Diversified Portfolios, Inc.
DECREASED
Shares159,762 from 380,323
Change-220,561 (-58%)
Value$7.6M (-$11.7M)
Filed 2026-11-04
Axxcess Wealth Management, LLC
INCREASED
Shares157,651 from 126,012
Change+31,639 (+25%)
Value$7.5M (+$1.1M)
Filed 2026-10-21
Perigon Wealth Management, LLC
INCREASED
Shares149,562 from 146,169
Change+3,393 (+2%)
Value$7.1M (-$288.0K)
Filed 2026-10-22
Skyline Advisors, Inc.
DECREASED
Shares148,381 from 158,074
Change-9,693 (-6%)
Value$7.1M (-$947.3K)
Filed 2026-11-03
Family Investment Center, Inc.
INCREASED
Shares148,219 from 29,648
Change+118,571 (+400%)
Value$7.1M (+$5.6M)
Filed 2026-10-19
Baker Tilly Wealth Management, LLC
DECREASED
Shares147,551 from 149,599
Change-2,048 (-1%)
Value$7.0M (-$557.5K)
Filed 2026-10-05
Dodds Wealth, LLC
DECREASED
Shares146,248 from 220,422
Change-74,174 (-34%)
Value$7.0M (-$4.2M)
Filed 2026-11-02
Rosenberg Matthew Hamilton
DECREASED
Shares145,081 from 210,875
Change-65,794 (-31%)
Value$6.9M (-$3.8M)
Filed 2026-10-05
Moss Adams Wealth Advisors LLC
INCREASED
Shares144,624 from 92,638
Change+51,986 (+56%)
Value$6.9M (+$2.2M)
Filed 2026-10-28
Private Wealth Management Group, LLC
INCREASED
Shares142,847 from 100,446
Change+42,401 (+42%)
Value$6.8M (+$1.7M)
Filed 2026-10-19
Legacy Wealth Management, LLC
NEW
Shares141,081
Change+141,081
Value$6.7M
Filed 2026-10-22
JFS Wealth Advisors, LLC
INCREASED
Shares137,457 from 132,238
Change+5,219 (+4%)
Value$6.5M (-$158.3K)
Filed 2026-11-03
Park Avenue Securities LLC
INCREASED
Shares132,740 from 127,268
Change+5,472 (+4%)
Value$6.3K (-$6.4M)
Filed 2026-10-26
Thrivent Financial for Lutherans
DECREASED
Shares130,460 from 150,599
Change-20,139 (-13%)
Value$6.2M (-$1.4M)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
INCREASED
Shares127,213 from 113,404
Change+13,809 (+12%)
Value$6.1M (+$308.3K)
Filed 2026-10-20
NBT Bank, N.A.
INCREASED
Shares120,325 from 70,395
Change+49,930 (+71%)
Value$5.7M (+$2.2M)
Filed 2026-10-21
Unique Wealth, LLC
INCREASED
Shares118,242 from 55,210
Change+63,032 (+114%)
Value$5.6M (+$2.8M)
Filed 2026-10-16
Leverty Financial Group, LLC
DECREASED
Shares117,623 from 224,288
Change-106,665 (-48%)
Value$5.6M (-$5.8M)
Filed 2026-10-08
Newman Dignan & Sheerar, Inc.
DECREASED
Shares115,520 from 137,001
Change-21,481 (-16%)
Value$5.5M (-$1.4M)
Filed 2026-10-21
Crumly & Associates Inc.
INCREASED
Shares115,419 from 105,539
Change+9,880 (+9%)
Value$5.5M (+$145.6K)
Filed 2026-10-07
Linscomb Wealth, Inc.
INCREASED
Shares114,770 from 34,042
Change+80,728 (+237%)
Value$5.5M (+$3.7M)
Filed 2026-11-05
Shotwell Rutter Baer Inc
INCREASED
Shares104,220 from 101,151
Change+3,069 (+3%)
Value$5.0M (-$165.0K)
Filed 2026-10-14
Obermeyer Wealth Partners
INCREASED
Shares97,215 from 74,215
Change+23,000 (+31%)
Value$4.6M (+$866.1K)
Filed 2026-10-21
Daymark Wealth Partners, LLC
INCREASED
Shares94,400 from 87,510
Change+6,890 (+8%)
Value$4.5M (+$58.7K)
Filed 2026-11-04
Benchmark Financial Wealth Advisors, LLC
NEW
Shares93,547
Change+93,547
Value$4.5M
Filed 2026-10-20
Jacobi Capital Management LLC
INCREASED
Shares89,867 from 83,700
Change+6,167 (+7%)
Value$4.3M (+$36.1K)
Filed 2026-11-05
Principle Wealth Partners LLC
DECREASED
Shares89,721 from 99,721
Change-10,000 (-10%)
Value$4.3M (-$782.4K)
Filed 2026-11-02
Bernardo Wealth Planning LLC
INCREASED
Shares88,802 from 41,502
Change+47,300 (+114%)
Value$4.2M (+$2.1M)
Filed 2026-10-23
Syntegra Private Wealth Group, LLC
DECREASED
Shares88,469 from 484,965
Change-396,496 (-82%)
Value$4.2M (-$20.4M)
Filed 2026-10-13
Visionary Wealth Advisors
INCREASED
Shares88,253 from 87,996
Change+257 (+0%)
Value$4.2M (-$258.4K)
Filed 2026-11-04
Compass Ion Advisors, LLC
INCREASED
Shares87,264 from 81,292
Change+5,972 (+7%)
Value$4.2M (+$34.2K)
Filed 2026-10-23
Ironwood Wealth Management, Llc.
NEW
Shares86,862
Change+86,862
Value$4.1M
Filed 2026-10-28
Bank of New York Mellon Corp
NEW
Shares85,231
Change+85,231
Value$4.1M
Filed 2026-11-05
Elevated Financial Group LLC
NEW
Shares79,147
Change+79,147
Value$3.8M
Filed 2026-10-16
Unique Wealth Strategies, LLC
UNCHANGED
Shares73,926 from 73,926
Change0 (0%)
Value$3.7M ($0)
Filed 2026-10-13
WealthCare Investment Partners, LLC
DECREASED
Shares72,211 from 72,994
Change-783 (-1%)
Value$3.4M (-$261.7K)
Filed 2026-11-05
Leslie Global Wealth, LLC
INCREASED
Shares71,489 from 62,642
Change+8,847 (+14%)
Value$3.4M (+$228.3K)
Filed 2026-10-26
Intrua Financial, LLC
INCREASED
Shares70,855 from 68,398
Change+2,457 (+4%)
Value$3.4M (-$93.4K)
Filed 2026-10-28
FMA Wealth Management, LLC
INCREASED
Shares68,280 from 67,919
Change+361 (+1%)
Value$3.2M (-$191.7K)
Filed 2026-10-21
WealthPlan Investment Management, LLC
INCREASED
Shares62,149 from 22,258
Change+39,891 (+179%)
Value$3.0M (+$1.8M)
Filed 2026-10-15
RFG Advisory, LLC
NEW
Shares60,945
Change+60,945
Value$2.9M
Filed 2026-11-03
Opal Wealth Advisors, LLC
DECREASED
Shares60,547 from 62,749
Change-2,202 (-4%)
Value$2.9M (-$297.7K)
Filed 2026-10-16
Mccarter Private Wealth Services LLC
INCREASED
Shares59,652 from 59,253
Change+399 (+1%)
Value$2.8M (-$163.2K)
Filed 2026-10-22
First Financial Bank - Trust Division
INCREASED
Shares58,551 from 57,674
Change+877 (+2%)
Value$2.8M (-$135.6K)
Filed 2026-10-01
Fifth Third Bancorp
INCREASED
Shares58,218 from 53,456
Change+4,762 (+9%)
Value$2.8M (+$62.2K)
Filed 2026-11-05
Quadcap Wealth Management, LLC
DECREASED
Shares57,717 from 59,009
Change-1,292 (-2%)
Value$2.7M (-$242.9K)
Filed 2026-11-02
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares57,114 from 55,588
Change+1,526 (+3%)
Value$2.7M (-$98.3K)
Filed 2026-10-13
Landmark Wealth Management, LLC
DECREASED
Shares56,050 from 89,609
Change-33,559 (-37%)
Value$2.7M (-$1.9M)
Filed 2026-11-03
Concurrent Investment Advisors, LLC
INCREASED
Shares54,858 from 27,749
Change+27,109 (+98%)
Value$2.6M (+$1.2M)
Filed 2026-10-16
Equity Wealth Partners, LLC
INCREASED
Shares54,367 from 47,519
Change+6,848 (+14%)
Value$2.6M (+$179.7K)
Filed 2026-10-26
Walkner Condon Financial Advisors LLC
DECREASED
Shares53,366 from 64,028
Change-10,662 (-17%)
Value$2.5M (-$704.2K)
Filed 2026-11-02
Ascentis Independent Advisors
NEW
Shares53,345
Change+53,345
Value$2.5M
Filed 2026-11-03
AdvisorNet Financial, Inc
DECREASED
Shares53,341 from 136,030
Change-82,689 (-61%)
Value$2.6M (-$4.3M)
Filed 2026-10-15
Econ Financial Services Corp
NEW
Shares53,316
Change+53,316
Value$2.5M
Filed 2026-10-19
Smithbridge Asset Management Inc
INCREASED
Shares53,241 from 45,776
Change+7,465 (+16%)
Value$2.5M (+$214.4K)
Filed 2026-10-19
Lineweaver Wealth Advisors, LLC
INCREASED
Shares52,848 from 46,065
Change+6,783 (+15%)
Value$2.5M (+$181.1K)
Filed 2026-10-13
Capital Advisors Wealth Management, LLC
DECREASED
Shares51,840 from 76,087
Change-24,247 (-32%)
Value$2.5M (-$1.4M)
Filed 2026-10-09
Robertson Stephens Wealth Management, LLC
INCREASED
Shares51,505 from 49,506
Change+1,999 (+4%)
Value$2.5M (-$57.1K)
Filed 2026-10-16
Sterling Investment Advisors, Ltd.
UNCHANGED
Shares50,800 from 50,800
Change0 (0%)
Value$2.4M (-$156.2K)
Filed 2026-10-27
Balance Wealth Partners LLC
DECREASED
Shares49,542 from 49,858
Change-316 (-1%)
Value$2.4M (-$168.3K)
Filed 2026-10-27
Atria Investments, Inc
INCREASED
Shares48,347 from 46,259
Change+2,088 (+5%)
Value$2.3M (-$42.9K)
Filed 2026-10-15
Centerline Wealth Advisors, LLC
INCREASED
Shares47,629 from 20,658
Change+26,971 (+131%)
Value$2.3M (+$1.2M)
Filed 2026-10-15
Galvin, Gaustad & Stein, LLC
DECREASED
Shares47,110 from 49,678
Change-2,568 (-5%)
Value$2.2M (-$275.0K)
Filed 2026-10-08
Breakwater Capital Group
DECREASED
Shares46,734 from 47,874
Change-1,140 (-2%)
Value$2.2M (-$201.5K)
Filed 2026-10-09
Wiser Wealth Management, Inc
NEW
Shares45,399
Change+45,399
Value$2.2M
Filed 2026-10-14
Whitegate Investment Counselors, Inc.
DECREASED
Shares43,124 from 54,604
Change-11,480 (-21%)
Value$2.1M (-$714.1K)
Filed 2026-11-02
Brady Martz Wealth Solutions, LLC
DECREASED
Shares41,431 from 45,810
Change-4,379 (-10%)
Value$2.0M (-$349.2K)
Filed 2026-11-05
Inscription Capital, LLC
INCREASED
Shares41,401 from 29,809
Change+11,592 (+39%)
Value$2.0M (+$459.9K)
Filed 2026-11-02
GFS Advisors, LLC
UNCHANGED
Shares40,600 from 40,600
Change0 (0%)
Value$1.9M (+$1.9M)
Filed 2026-11-03
Apella Capital, LLC
DECREASED
Shares40,483 from 42,708
Change-2,225 (-5%)
Value$1.9M (-$236.9K)
Filed 2026-10-08
Juno Financial Group LLC
DECREASED
Shares40,316 from 43,515
Change-3,199 (-7%)
Value$1.9M (-$286.1K)
Filed 2026-10-27
United Advisor Group, LLC
DECREASED
Shares39,680 from 40,251
Change-571 (-1%)
Value$1.9M (-$150.9K)
Filed 2026-11-03
Golden State Wealth Management, LLC
INCREASED
Shares38,890 from 35,693
Change+3,197 (+9%)
Value$1.9M (+$42.3K)
Filed 2026-11-02
MBM Wealth Consultants, LLC
INCREASED
Shares38,395 from 38,357
Change+38 (+0%)
Value$1.8M (-$116.1K)
Filed 2026-10-20
Marion Wealth Management
INCREASED
Shares37,367 from 30,521
Change+6,846 (+22%)
Value$1.8M (+$231.9K)
Filed 2026-10-22
Diversify Wealth Management, LLC
INCREASED
Shares35,912 from 27,931
Change+7,981 (+29%)
Value$1.7M (+$337.9K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares35,912 from 27,931
Change+7,981 (+29%)
Value$1.7M (+$337.9K)
Filed 2026-10-20
Wesbanco Bank Inc
INCREASED
Shares35,465 from 35,418
Change+47 (+0%)
Value$1.7M (-$106.7K)
Filed 2026-11-04
Spire Wealth Management
INCREASED
Shares35,359 from 34,228
Change+1,131 (+3%)
Value$1.7M (-$51.6K)
Filed 2026-10-30
Friday Financial
INCREASED
Shares35,216 from 30,248
Change+4,968 (+16%)
Value$1.7M (+$154.3K)
Filed 2026-10-09
RTD Financial Advisors, Inc.
NEW
Shares34,223
Change+34,223
Value$1.6M
Filed 2026-10-09
Morton Brown Family Wealth, LLC
NEW
Shares33,535
Change+33,535
Value$1.6M
Filed 2026-10-23
Valeo Financial Advisors, LLC
NEW
Shares32,645
Change+32,645
Value$1.6M
Filed 2026-10-08
Cyndeo Wealth Partners, LLC
INCREASED
Shares32,504 from 5,873
Change+26,631 (+453%)
Value$1.5M (+$1.2M)
Filed 2026-10-16
Private Trust Co NA
INCREASED
Shares32,184 from 29,194
Change+2,990 (+10%)
Value$1.5M (+$52.5K)
Filed 2026-10-20
SteelPeak Wealth, LLC
DECREASED
Shares31,908 from 34,257
Change-2,349 (-7%)
Value$1.5M (-$217.1K)
Filed 2026-10-16
IFP Advisors, Inc
INCREASED
Shares31,871 from 27,435
Change+4,436 (+16%)
Value$1.5M (+$126.7K)
Filed 2026-10-16
Philip James Wealth Mangement, LLC
INCREASED
Shares30,367 from 30,145
Change+222 (+1%)
Value$1.4M (-$82.1K)
Filed 2026-10-27
Boyce & Associates Wealth Consulting, Inc.
DECREASED
Shares30,016 from 30,524
Change-508 (-2%)
Value$1.4M (-$118.0K)
Filed 2026-10-14
Beaumont Financial Advisors, LLC
UNCHANGED
Shares29,039 from 29,039
Change0 (0%)
Value$1.4M (-$89.3K)
Filed 2026-10-22
Conrad Siegel Investment Advisors, Inc.
INCREASED
Shares28,769 from 21,863
Change+6,906 (+32%)
Value$1.4M (+$261.4K)
Filed 2026-10-08
Kooman & Associates
DECREASED
Shares28,575 from 30,353
Change-1,778 (-6%)
Value$1.4M (-$177.9K)
Filed 2026-10-21
Integrity Wealth Advisors, Inc.
NEW
Shares27,852
Change+27,852
Value$1.3M
Filed 2026-10-29
Red Mountain Financial, LLC
DECREASED
Shares27,648 from 81,300
Change-53,652 (-66%)
Value$1.3M (-$2.8M)
Filed 2026-11-03
Cyr Financial Inc.
INCREASED
Shares27,219 from 25,506
Change+1,713 (+7%)
Value$1.3M (+$3.1K)
Filed 2026-10-16
Rossby Financial, LCC
INCREASED
Shares24,774 from 24,152
Change+622 (+3%)
Value$1.2M (-$44.7K)
Filed 2026-11-05
Wealthcare Advisory Partners LLC
INCREASED
Shares24,649 from 24,070
Change+579 (+2%)
Value$1.2M (-$46.5K)
Filed 2026-10-21
Boyd Wealth Management, LLC
INCREASED
Shares21,681 from 21,518
Change+163 (+1%)
Value$1.0M (-$58.4K)
Filed 2026-10-20
Apollon Financial, LLC
INCREASED
Shares21,584 from 19,756
Change+1,828 (+9%)
Value$1.0M (+$26.2K)
Filed 2026-10-23
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares21,267 from 24,439
Change-3,172 (-13%)
Value$1.0M (-$226.1K)
Filed 2026-10-14
Perennial Advisors, LLC
INCREASED
Shares21,250 from 19,675
Change+1,575 (+8%)
Value$1.0M (+$14.4K)
Filed 2026-10-13
Copper Harbor Investment Advisors, LLC
DECREASED
Shares20,730 from 76,623
Change-55,893 (-73%)
Value$986.3K (-$2.9M)
Filed 2026-10-16
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares20,684 from 20,546
Change+138 (+1%)
Value$979.2K (-$61.6K)
Filed 2026-10-20
Creative Planning
INCREASED
Shares20,390 from 17,868
Change+2,522 (+14%)
Value$970.1K (+$65.1K)
Filed 2026-11-02
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares20,370 from 20,248
Change+122 (+1%)
Value$969.2K (-$56.5K)
Filed 2026-10-07
Lockerman Financial Group, Inc.
INCREASED
Shares20,277 from 20,244
Change+33 (+0%)
Value$964.8K (-$60.7K)
Filed 2026-10-19
Crane Advisory, LLC
INCREASED
Shares20,026 from 16,281
Change+3,745 (+23%)
Value$954.0K (+$136.7K)
Filed 2026-10-13
High Net Worth Advisory Group LLC
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$951.6K (-$61.5K)
Filed 2026-10-26
Compass Wealth Management, LLC
INCREASED
Shares19,108 from 18,239
Change+869 (+5%)
Value$909.2K (-$14.7K)
Filed 2026-10-30
Keudell ison Wealth Management
DECREASED
Shares18,643 from 204,595
Change-185,952 (-91%)
Value$887.0K (-$9.5M)
Filed 2026-10-16
Prentice Wealth Management LLC
DECREASED
Shares18,305 from 43,601
Change-25,296 (-58%)
Value$871.0K (-$1.3M)
Filed 2026-10-20
Edgemoor Investment Advisors, Inc.
NEW
Shares18,285
Change+18,285
Value$870.0K
Filed 2026-11-03
Kestra Private Wealth Services, LLC
INCREASED
Shares18,218 from 17,329
Change+889 (+5%)
Value$866.8K (-$11.0K)
Filed 2026-10-30
Higgins & Schmidt Wealth Strategies LLC
DECREASED
Shares17,540 from 46,940
Change-29,400 (-63%)
Value$834.6K (-$1.5M)
Filed 2026-10-26
Avestar Capital, LLC
INCREASED
Shares17,332 from 11,016
Change+6,316 (+57%)
Value$824.7K (+$266.6K)
Filed 2026-10-28
VestGen Advisors, LLC
DECREASED
Shares17,210 from 20,643
Change-3,433 (-17%)
Value$818.9K (-$226.8K)
Filed 2026-10-27
J.W. Cole Advisors, Inc.
DECREASED
Shares16,381 from 35,414
Change-19,033 (-54%)
Value$779.4K (-$1.0M)
Filed 2026-11-05
Arbor Investment Advisors, LLC
UNCHANGED
Shares15,720 from 15,720
Change0 (0%)
Value$748.0K (-$48.3K)
Filed 2026-10-26
Compound Planning, Inc.
NEW
Shares15,674
Change+15,674
Value$745.8K
Filed 2026-11-05
Gainline Financial Partners, LLC
NEW
Shares15,586
Change+15,586
Value$741.6K
Filed 2026-10-15
D'Orazio & Associates, Inc.
INCREASED
Shares15,286 from 14,961
Change+325 (+2%)
Value$727.3K (-$30.5K)
Filed 2026-11-04
MGO One Seven LLC
INCREASED
Shares15,265 from 9,597
Change+5,668 (+59%)
Value$726.3K (+$240.1K)
Filed 2026-10-28
Laurel OAK Wealth Management, LLC
INCREASED
Shares15,041 from 7,584
Change+7,457 (+98%)
Value$715.7K (+$331.5K)
Filed 2026-10-19
Oppenheimer & Co Inc
INCREASED
Shares15,011 from 12,140
Change+2,871 (+24%)
Value$714.2K (+$99.3K)
Filed 2026-10-26
NWF Advisory Services Inc.
DECREASED
Shares14,881 from 25,125
Change-10,244 (-41%)
Value$708.0K (-$564.7K)
Filed 2026-10-19
PFW Advisors LLC
NEW
Shares14,520
Change+14,520
Value$690.9K
Filed 2026-10-07
Summit Wealth Group LLC / Co
INCREASED
Shares14,188 from 4,567
Change+9,621 (+211%)
Value$675.1K (+$443.7K)
Filed 2026-10-29
Fifth Third Securities, Inc.
INCREASED
Shares14,096 from 9,539
Change+4,557 (+48%)
Value$670.7K (+$187.5K)
Filed 2026-10-21
Sigma Planning Corp
DECREASED
Shares13,839 from 17,998
Change-4,159 (-23%)
Value$658.4K (-$253.3K)
Filed 2026-10-23
Peterson Wealth Advisors, LLC
DECREASED
Shares13,191 from 13,780
Change-589 (-4%)
Value$627.6K (-$70.4K)
Filed 2026-10-08
FF Advisors,LLC
DECREASED
Shares13,079 from 22,174
Change-9,095 (-41%)
Value$622.3K (-$500.9K)
Filed 2026-10-21
Parallel Advisors, LLC
DECREASED
Shares12,605 from 12,658
Change-53 (0%)
Value$599.7K (-$41.5K)
Filed 2026-11-03
Bluedoor Private Wealth, LLC
UNCHANGED
Shares12,600 from 12,600
Change0 (0%)
Value$599.5K (-$38.7K)
Filed 2026-11-05
Clarity Retirement & Wealth, LLC
INCREASED
Shares12,488 from 12,403
Change+85 (+1%)
Value$594.2K (-$34.1K)
Filed 2026-11-04
Hicks Capital Management LLC
UNCHANGED
Shares12,196 from 12,196
Change0 (0%)
Value$617.8K ($0)
Filed 2026-10-20
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares11,457 from 11,066
Change+391 (+4%)
Value$545.1K (-$15.4K)
Filed 2026-11-04
Acima Private Wealth, LLC
INCREASED
Shares10,997 from 10,285
Change+712 (+7%)
Value$523.2K (+$2.3K)
Filed 2026-10-05
Optima Capital LLC
INCREASED
Shares10,932 from 10,378
Change+554 (+5%)
Value$520.2K (-$5.5K)
Filed 2026-10-29
Clear Point Advisors Inc.
INCREASED
Shares10,686 from 10,677
Change+9 (+0%)
Value$508.4K (-$32.4K)
Filed 2026-10-30
Mallini Complete Financial Planning LLC
UNCHANGED
Shares10,600 from 10,600
Change0 (0%)
Value$504.3K (-$32.6K)
Filed 2026-10-06
Blue Water Asset Management
INCREASED
Shares10,269 from 10,176
Change+93 (+1%)
Value$488.6K (-$26.9K)
Filed 2026-11-04
Choreo, LLC
DECREASED
Shares10,227 from 19,881
Change-9,654 (-49%)
Value$486.6K (-$520.5K)
Filed 2026-10-28
Swmg, LLC
DECREASED
Shares10,105 from 10,650
Change-545 (-5%)
Value$491.4K (-$44.7K)
Filed 2026-10-23
BlueChip Wealth Advisors LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$475.8K (-$30.8K)
Filed 2026-11-03
Beacon Financial Group
NEW
Shares9,984
Change+9,984
Value$475.1K
Filed 2026-10-19
Financial Life Advisors
NEW
Shares9,889
Change+9,889
Value$470.5K
Filed 2026-10-14
Gerber Kawasaki Wealth & Investment Management
NEW
Shares9,812
Change+9,812
Value$466.9K
Filed 2026-10-29
KFA Private Wealth Group, LLC
INCREASED
Shares9,507 from 5,481
Change+4,026 (+73%)
Value$452.3K (+$174.7K)
Filed 2026-10-07
CV Advisors LLC
NEW
Shares9,392
Change+9,392
Value$445.4K
Filed 2026-10-13
Centurion Wealth Management LLC
INCREASED
Shares9,355 from 5,052
Change+4,303 (+85%)
Value$445.1K (+$189.2K)
Filed 2026-10-13
Lodestar Private Asset Management LLC
DECREASED
Shares9,273 from 10,835
Change-1,562 (-14%)
Value$441.2K (-$107.6K)
Filed 2026-10-26
Sincerus Advisory, LLC
INCREASED
Shares9,208 from 5,604
Change+3,604 (+64%)
Value$438.1K (+$154.2K)
Filed 2026-10-09
Milestone Investment Advisors LLC
DECREASED
Shares9,180 from 10,898
Change-1,718 (-16%)
Value$436.8K (-$115.3K)
Filed 2026-11-05
Choice Wealth Advisors LLC
UNCHANGED
Shares9,131 from 9,131
Change0 (0%)
Value$434.5K (-$28.1K)
Filed 2026-10-16
Ashton Thomas Private Wealth, LLC
INCREASED
Shares9,054 from 5,056
Change+3,998 (+79%)
Value$430.8K (+$174.7K)
Filed 2026-11-03
D.A. Davidson & Co.
INCREASED
Shares9,000 from 8,610
Change+390 (+5%)
Value$428.2K (-$7.9K)
Filed 2026-10-28
Jeter Robert S II
DECREASED
Shares8,932 from 9,196
Change-264 (-3%)
Value$427.7K (-$35.6K)
Filed 2026-10-16
Saxon Interests, Inc.
UNCHANGED
Shares8,890 from 8,890
Change0 (0%)
Value$423.0K (-$27.3K)
Filed 2026-10-26
Peoples Bank
NEW
Shares8,796
Change+8,796
Value$418.5K
Filed 2026-10-26
Quadrant Capital Group LLC
UNCHANGED
Shares8,612 from 8,612
Change0 (0%)
Value$412.3K (-$23.9K)
Filed 2026-10-20
Kingswood Wealth Advisors, LLC
INCREASED
Shares8,611 from 3,951
Change+4,660 (+118%)
Value$409.7K (+$209.6K)
Filed 2026-10-23
Cooper Financial Group
NEW
Shares8,566
Change+8,566
Value$407.6K
Filed 2026-10-07
Putney Financial Group LLC
UNCHANGED
Shares8,451 from 8,451
Change0 (0%)
Value$402.1K (-$26.0K)
Filed 2026-10-30
GGM Financial LLC
DECREASED
Shares8,163 from 9,343
Change-1,180 (-13%)
Value$388.4K (-$84.9K)
Filed 2026-11-05
Meridian Financial Advisors, LLC
INCREASED
Shares8,033 from 7,392
Change+641 (+9%)
Value$382.2K (+$7.8K)
Filed 2026-10-14
Prospera Financial Services Inc
INCREASED
Shares7,972 from 4,231
Change+3,741 (+88%)
Value$391.3K (+$177.0K)
Filed 2026-11-04
Johnson Bixby & Associates, LLC
UNCHANGED
Shares7,912 from 7,912
Change0 (0%)
Value$376.5K (-$24.3K)
Filed 2026-10-14
PDS Planning, Inc
INCREASED
Shares7,776 from 7,705
Change+71 (+1%)
Value$370.0K (-$20.4K)
Filed 2026-11-03
W.H. Cornerstone Investments Inc.
INCREASED
Shares7,725 from 7,655
Change+70 (+1%)
Value$367.6K (-$20.2K)
Filed 2026-11-03
Global Financial Private Client, LLC
DECREASED
Shares7,585 from 8,690
Change-1,105 (-13%)
Value$360.9K (-$79.3K)
Filed 2026-10-15
XY Planning Network, Inc.
DECREASED
Shares7,523 from 7,722
Change-199 (-3%)
Value$358.0K (-$33.2K)
Filed 2026-10-14
Lionshead Wealth Management, LLC
INCREASED
Shares7,358 from 7,348
Change+10 (+0%)
Value$350.1K (-$22.1K)
Filed 2026-10-21
Commonwealth Financial Services, LLC
DECREASED
Shares7,302 from 9,581
Change-2,279 (-24%)
Value$347.4K (-$137.9K)
Filed 2026-10-20
Goodman Advisory Group, LLC
NEW
Shares7,168
Change+7,168
Value$341.1K
Filed 2026-11-02
Genesis Private Wealth, LLC
INCREASED
Shares7,146 from 6,985
Change+161 (+2%)
Value$340.0K (-$13.8K)
Filed 2026-11-02
McAdam, LLC
DECREASED
Shares6,897 from 31,134
Change-24,237 (-78%)
Value$328.2K (-$1.2M)
Filed 2026-10-21
Bond & Devick Financial Network, Inc.
UNCHANGED
Shares6,849 from 6,849
Change0 (0%)
Value$325.9K (-$21.1K)
Filed 2026-10-23
Davenport & Co LLC
INCREASED
Shares6,847 from 6,822
Change+25 (+0%)
Value$325.8K (-$19.8K)
Filed 2026-10-14
Roberts Wealth Advisors, LLC
INCREASED
Shares6,542 from 5,389
Change+1,153 (+21%)
Value$311.3K (+$38.3K)
Filed 2026-10-14
Lake Street Private Wealth, LLC
INCREASED
Shares6,500 from 5,500
Change+1,000 (+18%)
Value$309.3K (+$30.7K)
Filed 2026-10-22
Embree Financial Group
INCREASED
Shares6,468 from 6,463
Change+5 (+0%)
Value$307.7K (-$19.7K)
Filed 2026-10-22
Arlington Financial Advisors, LLC
DECREASED
Shares6,372 from 9,414
Change-3,042 (-32%)
Value$303.2K (-$173.7K)
Filed 2026-10-19
GEN Financial Management, Inc.
NEW
Shares6,350
Change+6,350
Value$302.1K
Filed 2026-10-13
Citigroup Inc
NEW
Shares6,326
Change+6,326
Value$301.0K
Filed 2026-11-04
Teamwork Financial Advisors, LLC
INCREASED
Shares6,315 from 6,294
Change+21 (+0%)
Value$300.4K (-$18.4K)
Filed 2026-10-19
Howard Wealth Management, LLC
INCREASED
Shares6,253 from 5,981
Change+272 (+5%)
Value$297.5K (-$5.4K)
Filed 2026-10-28
Balefire, LLC
INCREASED
Shares6,058 from 5,870
Change+188 (+3%)
Value$288.2K (-$9.1K)
Filed 2026-10-09
WealthPLAN Partners, LLC
DECREASED
Shares6,003 from 6,298
Change-295 (-5%)
Value$285.6K (-$33.4K)
Filed 2026-10-15
B. Riley Wealth Advisors, Inc.
UNCHANGED
Shares5,873 from 5,873
Change0 (0%)
Value$279.4K (-$18.1K)
Filed 2026-10-13
Stirlingshire Investments, Inc.
DECREASED
Shares5,828 from 6,228
Change-400 (-6%)
Value$277.3K (-$38.2K)
Filed 2026-11-05
Signal Advisors Wealth, LLC
NEW
Shares5,798
Change+5,798
Value$275.9K
Filed 2026-10-13
Hughes Financial Services, LLC
DECREASED
Shares5,756 from 97,587
Change-91,831 (-94%)
Value$281.6K (-$4.7M)
Filed 2026-10-30
Cadent Capital Advisors, LLC
INCREASED
Shares5,496 from 5,317
Change+179 (+3%)
Value$261.5K (-$7.8K)
Filed 2026-10-09
Omni 360 Wealth, Inc.
NEW
Shares5,431
Change+5,431
Value$258.4K
Filed 2026-10-13
Gryphon Financial Partners LLC
DECREASED
Shares5,320 from 5,365
Change-45 (-1%)
Value$253.1K (-$18.6K)
Filed 2026-11-04
Portland Financial Advisors Inc
NEW
Shares5,303
Change+5,303
Value$252.3K
Filed 2026-10-26
Saxony Capital Management, LLC
UNCHANGED
Shares5,267 from 5,267
Change0 (0%)
Value$250.6K (-$16.2K)
Filed 2026-10-15
StrongBox Wealth, LLC
UNCHANGED
Shares5,184 from 5,184
Change0 (0%)
Value$246.7K (-$15.9K)
Filed 2026-11-02
Cedar Point Capital Partners, LLC
INCREASED
Shares4,900 from 4,880
Change+20 (+0%)
Value$233.1K (-$14.1K)
Filed 2026-10-29
Trust Co
INCREASED
Shares4,800 from 2,607
Change+2,193 (+84%)
Value$228.4K (+$96.4K)
Filed 2026-10-09
PKS Advisory Services, LLC
UNCHANGED
Shares4,775 from 4,775
Change0 (0%)
Value$241.9K ($0)
Filed 2026-10-26
Entrewealth, LLC
UNCHANGED
Shares4,766 from 4,766
Change0 (0%)
Value$226.8K (-$10.5K)
Filed 2026-10-14
Independence Asset Advisors, LLC
INCREASED
Shares4,660 from 4,650
Change+10 (+0%)
Value$221.7K (-$13.8K)
Filed 2026-10-23
Live Oak Investment Partners
NEW
Shares4,600
Change+4,600
Value$218.9K
Filed 2026-10-23
Signature Wealth Management Partners, LLC
UNCHANGED
Shares4,578 from 4,578
Change0 (0%)
Value$217.8K (-$14.1K)
Filed 2026-10-21
Leading Edge Financial Planning LLC
DECREASED
Shares4,561 from 5,921
Change-1,360 (-23%)
Value$217.0K (-$82.9K)
Filed 2026-10-23
Key Client Fiduciary Advisors, LLC
NEW
Shares4,500
Change+4,500
Value$214.1K
Filed 2026-10-19
Navigate Wealth Management, LLC
INCREASED
Shares4,470 from 4,174
Change+296 (+7%)
Value$212.6K (+$3.1K)
Filed 2026-10-14
21 West Wealth Management LLC
DECREASED
Shares4,450 from 159,631
Change-155,181 (-97%)
Value$211.7K (-$7.9M)
Filed 2026-10-13
Capital Investment Advisory Services, LLC
INCREASED
Shares4,424 from 2,531
Change+1,893 (+75%)
Value$210.0K (+$81.8K)
Filed 2026-10-30
Badgley Phelps Wealth Managers, LLC
NEW
Shares4,288
Change+4,288
Value$204.0K
Filed 2026-10-22
Eagle Bluffs Wealth Management LLC
NEW
Shares4,280
Change+4,280
Value$203.6K
Filed 2026-10-20
US Bancorp \de\
UNCHANGED
Shares4,228 from 4,228
Change0 (0%)
Value$201.2K (-$13.0K)
Filed 2026-11-05
International Assets Investment Management, LLC
DECREASED
Shares4,205 from 8,455
Change-4,250 (-50%)
Value$200.5K (-$226.6K)
Filed 2026-11-02
Blueline Advisors LLC
DECREASED
Shares4,117 from 4,147
Change-30 (-1%)
Value$195.9K (-$14.2K)
Filed 2026-10-15
Provenance Wealth Advisors, LLC
NEW
Shares3,541
Change+3,541
Value$168.5K
Filed 2026-10-30
Signature Equity Partners, LLC
INCREASED
Shares2,738 from 2,705
Change+33 (+1%)
Value$130.3K (-$6.8K)
Filed 2026-10-29
Hazlett, Burt & Watson, Inc.
INCREASED
Shares2,463 from 1,098
Change+1,365 (+124%)
Value$117.0K (+$61.0K)
Filed 2026-11-04
Cordgrass Capital Advisors, LLC
DECREASED
Shares2,347 from 2,529
Change-182 (-7%)
Value$111.7K (-$16.4K)
Filed 2026-10-30
Trust Co of Toledo NA
UNCHANGED
Shares2,196 from 2,196
Change0 (0%)
Value$104.5K (-$6.8K)
Filed 2026-10-16
Buck Wealth Strategies, LLC
DECREASED
Shares2,141 from 4,578
Change-2,437 (-53%)
Value$101.9K (-$130.0K)
Filed 2026-10-28
MB, Levis & Associates, LLC
INCREASED
Shares2,066 from 2,049
Change+17 (+1%)
Value$98.3K (-$5.5K)
Filed 2026-10-16
Cassaday & Co Wealth Management LLC
INCREASED
Shares1,805 from 1,792
Change+13 (+1%)
Value$85.9K (-$4.9K)
Filed 2026-10-27
Redwood Park Advisors LLC
NEW
Shares1,585
Change+1,585
Value$75.4K
Filed 2026-11-02
Brown, Lisle Ings, Inc.
DECREASED
Shares1,253 from 1,487
Change-234 (-16%)
Value$59.6K (-$15.7K)
Filed 2026-10-16
Burk Holdings LLC
UNCHANGED
Shares988 from 988
Change0 (0%)
Value$47.0K (-$3.0K)
Filed 2026-11-05
Birch Financial Group, LLC
NEW
Shares902
Change+902
Value$42.9K
Filed 2026-10-27
Essential Investment Partners LLC
DECREASED
Shares645 from 1,145
Change-500 (-44%)
Value$30.7K (-$27.3K)
Filed 2026-10-27
Princeton Global Asset Management LLC
NEW
Shares503
Change+503
Value$23.9K
Filed 2026-10-21
Wilmington Savings Fund Society, FSB
NEW
Shares498
Change+498
Value$23.7K
Filed 2026-10-23
1620 Investment Advisors, Inc.
DECREASED
Shares447 from 1,368
Change-921 (-67%)
Value$21.3K (-$48.0K)
Filed 2026-11-04
Kingdom Financial Group Llc.
INCREASED
Shares406 from 403
Change+3 (+1%)
Value$19.3K (-$1.1K)
Filed 2026-11-04
DeDora Capital, Inc.
NEW
Shares372
Change+372
Value$17.7K
Filed 2026-10-26
Peck Wealth Management, LLC
DECREASED
Shares320 from 6,760
Change-6,440 (-95%)
Value$15.2K (-$327.2K)
Filed 2026-10-29
CX Institutional
NEW
Shares295
Change+295
Value$14
Filed 2026-10-02
CoreCap Advisors, LLC
INCREASED
Shares289 from 287
Change+2 (+1%)
Value$13.8K (-$758)
Filed 2026-10-08
EverSource Wealth Advisors, LLC
DECREASED
Shares240 from 709
Change-469 (-66%)
Value$11.4K (-$24.5K)
Filed 2026-11-04
Lanark Financial, Inc.
INCREASED
Shares195 from 194
Change+1 (+1%)
Value$9.3K (-$598)
Filed 2026-10-26
Cape Investment Advisory, Inc.
UNCHANGED
Shares166 from 166
Change0 (0%)
Value$7.9K (-$511)
Filed 2026-10-13
Axiom Investment Management LLC
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$6.3K (-$405)
Filed 2026-11-03
Smallwood Wealth Investment Management, LLC
INCREASED
Shares26 from 18
Change+8 (+44%)
Value$1.2K (+$326)
Filed 2026-10-30
Boston Standard Wealth Management, LLC
CLOSED
Shares0 from 109,873
Change-109,873 (-100%)
Value$0 (-$5.5M)
Filed 2026-10-07
Investment Planning Advisors, Inc.
CLOSED
Shares0 from 57,652
Change-57,652 (-100%)
Value$0 (-$2.9M)
Filed 2026-10-14
Impact Investors, Inc
CLOSED
Shares0 from 39,040
Change-39,040 (-100%)
Value$0 (-$2.0M)
Filed 2026-11-02
Crusonia Wealth Advisors LLC
CLOSED
Shares0 from 36,060
Change-36,060 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-26
TBH Global Asset Management, LLC
CLOSED
Shares0 from 28,991
Change-28,991 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-03
Lifestyle Asset Management, Inc.
CLOSED
Shares0 from 13,325
Change-13,325 (-100%)
Value$0 (-$675.0K)
Filed 2026-10-20
Sierra Ocean, LLC
CLOSED
Shares0 from 6,355
Change-6,355 (-100%)
Value$0 (-$321.9K)
Filed 2026-11-03
Dynamic Advisor Solutions LLC
CLOSED
Shares0 from 6,222
Change-6,222 (-100%)
Value$0 (-$315.2K)
Filed 2026-10-13
Pennsylvania Capital Management Inc
CLOSED
Shares0 from 5,614
Change-5,614 (-100%)
Value$0 (-$284.4K)
Filed 2026-11-05
Certified Advisory Corp
CLOSED
Shares0 from 5,314
Change-5,314 (-100%)
Value$0 (-$269.2K)
Filed 2026-10-29
Stone Summit Wealth LLC
CLOSED
Shares0 from 5,256
Change-5,256 (-100%)
Value$0 (-$266.2K)
Filed 2026-10-14
USAdvisors Wealth Management, LLC
CLOSED
Shares0 from 5,125
Change-5,125 (-100%)
Value$0 (-$259.0K)
Filed 2026-10-21
Firestone Capital Management
CLOSED
Shares0 from 5,038
Change-5,038 (-100%)
Value$0 (-$255.2K)
Filed 2026-11-03
Financial Futures Ltd Liability Co.
CLOSED
Shares0 from 4,864
Change-4,864 (-100%)
Value$0 (-$246.4K)
Filed 2026-10-13
Caliber Wealth Management, LLC / KS
CLOSED
Shares0 from 4,313
Change-4,313 (-100%)
Value$0 (-$218.5K)
Filed 2026-11-04
Independent Financial Group, LLC
CLOSED
Shares0 from 4,151
Change-4,151 (-100%)
Value$0 (-$210.3K)
Filed 2026-10-13
Northwest Financial Advisors
CLOSED
Shares0 from 4,080
Change-4,080 (-100%)
Value$0 (-$206.7K)
Filed 2026-10-27
Koshinski Asset Management, Inc.
CLOSED
Shares0 from 4,040
Change-4,040 (-100%)
Value$0 (-$204.6K)
Filed 2026-10-29
First Interstate Bank
CLOSED
Shares0 from 4,015
Change-4,015 (-100%)
Value$0 (-$203.4K)
Filed 2026-10-23
Kathmere Capital Management, LLC
CLOSED
Shares0 from 4,001
Change-4,001 (-100%)
Value$0 (-$202.7K)
Filed 2026-10-20
CWA Asset Management Group, LLC
CLOSED
Shares0 from 3,957
Change-3,957 (-100%)
Value$0 (-$200.4K)
Filed 2026-10-19
Godsey & Gibb, Inc
CLOSED
Shares0 from 541
Change-541 (-100%)
Value$0 (-$27.4K)
Filed 2026-10-14
Pinnacle Wealth Planning Services, Inc.
CLOSED
Shares0 from 426
Change-426 (-100%)
Value$0 (-$21.6K)
Filed 2026-10-27
DecisionPoint Financial, LLC
CLOSED
Shares0 from 420
Change-420 (-100%)
Value$0 (-$21.2K)
Filed 2026-10-27
Tucker Asset Management LLC
CLOSED
Shares0 from 210
Change-210 (-100%)
Value$0 (-$10.6K)
Filed 2026-10-29
Cornerstone Planning Group LLC
CLOSED
Shares0 from 103
Change-103 (-100%)
Value$0 (-$5.1K)
Filed 2026-10-16
JPMorgan Chase & Co
N/A
Shares— from 12,119,839
Change-12,119,839 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 6,772,836
Change-6,772,836 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 5,262,506
Change-5,262,506 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 4,389,856
Change-4,389,856 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 4,089,282
Change-4,089,282 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 3,257,514
Change-3,257,514 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 3,124,556
Change-3,124,556 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,969,076
Change-2,969,076 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,186,706
Change-2,186,706 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,788,903
Change-1,788,903 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,512,748
Change-1,512,748 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,257,661
Change-1,257,661 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 1,146,449
Change-1,146,449 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,076,926
Change-1,076,926 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 1,035,056
Change-1,035,056 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 993,028
Change-993,028 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 873,906
Change-873,906 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 748,040
Change-748,040 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 724,122
Change-724,122 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 688,121
Change-688,121 (-100%)
Value—
AllGen Financial Advisors, Inc.
N/A
Shares— from 664,690
Change-664,690 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 664,214
Change-664,214 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 655,314
Change-655,314 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 648,294
Change-648,294 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 500,367
Change-500,367 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 444,537
Change-444,537 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 426,082
Change-426,082 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 400,958
Change-400,958 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 400,095
Change-400,095 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 385,070
Change-385,070 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 356,903
Change-356,903 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 331,936
Change-331,936 (-100%)
Value—
PW Advisors, LLC \ FL
N/A
Shares— from 329,861
Change-329,861 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 322,222
Change-322,222 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 288,087
Change-288,087 (-100%)
Value—
Baron Silver Stevens Financial Advisors, LLC
N/A
Shares— from 274,073
Change-274,073 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 267,138
Change-267,138 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 265,506
Change-265,506 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 261,910
Change-261,910 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 257,354
Change-257,354 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 256,993
Change-256,993 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 251,191
Change-251,191 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 247,480
Change-247,480 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 245,301
Change-245,301 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 230,771
Change-230,771 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 225,686
Change-225,686 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 224,887
Change-224,887 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 218,998
Change-218,998 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 209,537
Change-209,537 (-100%)
Value—
Oakwell Private Wealth Management, LLC
N/A
Shares— from 187,820
Change-187,820 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 182,958
Change-182,958 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 179,784
Change-179,784 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 168,454
Change-168,454 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 167,312
Change-167,312 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 166,534
Change-166,534 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 160,613
Change-160,613 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 157,953
Change-157,953 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 155,996
Change-155,996 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 155,263
Change-155,263 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 152,292
Change-152,292 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 144,042
Change-144,042 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 139,531
Change-139,531 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 137,455
Change-137,455 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 135,791
Change-135,791 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 135,577
Change-135,577 (-100%)
Value—
Boulder Wealth Advisors, LLC
N/A
Shares— from 130,633
Change-130,633 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 130,289
Change-130,289 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 129,870
Change-129,870 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 123,269
Change-123,269 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 111,283
Change-111,283 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 107,479
Change-107,479 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 106,601
Change-106,601 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 106,023
Change-106,023 (-100%)
Value—
Uniting Wealth Partners, LLC
N/A
Shares— from 104,293
Change-104,293 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 103,060
Change-103,060 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 101,909
Change-101,909 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 94,998
Change-94,998 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 89,544
Change-89,544 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 85,050
Change-85,050 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 79,879
Change-79,879 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 76,048
Change-76,048 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 74,512
Change-74,512 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 73,349
Change-73,349 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 73,327
Change-73,327 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 69,610
Change-69,610 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 65,933
Change-65,933 (-100%)
Value—
Silver OAK Wealth Advisors Services, LLC
N/A
Shares— from 62,975
Change-62,975 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 62,419
Change-62,419 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 60,901
Change-60,901 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 60,247
Change-60,247 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 60,000
Change-60,000 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 57,136
Change-57,136 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 53,015
Change-53,015 (-100%)
Value—
Bridge Generations Wealth Management LLC
N/A
Shares— from 52,136
Change-52,136 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 50,597
Change-50,597 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 50,254
Change-50,254 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 49,512
Change-49,512 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 48,681
Change-48,681 (-100%)
Value—
UBS Group AG
N/A
Shares— from 48,099
Change-48,099 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 47,064
Change-47,064 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 42,819
Change-42,819 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 41,252
Change-41,252 (-100%)
Value—
Valor Advisors LLC
N/A
Shares— from 41,085
Change-41,085 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 39,765
Change-39,765 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 36,929
Change-36,929 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 35,863
Change-35,863 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 34,627
Change-34,627 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 33,934
Change-33,934 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 33,128
Change-33,128 (-100%)
Value—
Carter Financial, LLC
N/A
Shares— from 32,518
Change-32,518 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 30,734
Change-30,734 (-100%)
Value—
Seascape Capital Management
N/A
Shares— from 30,500
Change-30,500 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 30,095
Change-30,095 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 29,369
Change-29,369 (-100%)
Value—
Talisman Wealth Advisors LLC
N/A
Shares— from 29,145
Change-29,145 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 28,248
Change-28,248 (-100%)
Value—
&partners
N/A
Shares— from 27,660
Change-27,660 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 27,532
Change-27,532 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 26,854
Change-26,854 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 26,649
Change-26,649 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 26,484
Change-26,484 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 26,396
Change-26,396 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 26,346
Change-26,346 (-100%)
Value—
Croban
N/A
Shares— from 25,480
Change-25,480 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 25,260
Change-25,260 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 25,233
Change-25,233 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 24,355
Change-24,355 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 24,044
Change-24,044 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 23,426
Change-23,426 (-100%)
Value—
Bernicke Wealth Management, Ltd.
N/A
Shares— from 23,325
Change-23,325 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 22,089
Change-22,089 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 22,024
Change-22,024 (-100%)
Value—
King Wealth Management Group
N/A
Shares— from 20,528
Change-20,528 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 20,250
Change-20,250 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 20,175
Change-20,175 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 20,108
Change-20,108 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 19,848
Change-19,848 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 19,808
Change-19,808 (-100%)
Value—
Immaculate Wealth Management LLC
N/A
Shares— from 18,845
Change-18,845 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 18,331
Change-18,331 (-100%)
Value—
Everest Financial Group LLC
N/A
Shares— from 18,034
Change-18,034 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 17,953
Change-17,953 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 17,825
Change-17,825 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 17,617
Change-17,617 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 17,190
Change-17,190 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 16,356
Change-16,356 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 16,277
Change-16,277 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 16,021
Change-16,021 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 15,638
Change-15,638 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 15,536
Change-15,536 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 15,400
Change-15,400 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 14,929
Change-14,929 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 14,626
Change-14,626 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 14,580
Change-14,580 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 14,569
Change-14,569 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 13,500
Change-13,500 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 13,400
Change-13,400 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 13,120
Change-13,120 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 12,946
Change-12,946 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 11,516
Change-11,516 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 11,395
Change-11,395 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 11,112
Change-11,112 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 10,863
Change-10,863 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 10,700
Change-10,700 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 10,624
Change-10,624 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 10,535
Change-10,535 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 10,049
Change-10,049 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 9,955
Change-9,955 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 9,524
Change-9,524 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 8,996
Change-8,996 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 8,963
Change-8,963 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 8,559
Change-8,559 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 8,445
Change-8,445 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 8,143
Change-8,143 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 7,912
Change-7,912 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 7,872
Change-7,872 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 7,868
Change-7,868 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 7,768
Change-7,768 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 7,756
Change-7,756 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 7,743
Change-7,743 (-100%)
Value—
Blair William & Co
N/A
Shares— from 7,259
Change-7,259 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 7,148
Change-7,148 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 7,140
Change-7,140 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 6,824
Change-6,824 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 6,785
Change-6,785 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 6,571
Change-6,571 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 6,471
Change-6,471 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 6,112
Change-6,112 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 5,552
Change-5,552 (-100%)
Value—
FMR LLC
N/A
Shares— from 5,214
Change-5,214 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 5,205
Change-5,205 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 5,119
Change-5,119 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 5,039
Change-5,039 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 5,036
Change-5,036 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 5,020
Change-5,020 (-100%)
Value—
Charter Research & Investment Group, Inc.
N/A
Shares— from 5,009
Change-5,009 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 4,983
Change-4,983 (-100%)
Value—
Stephens Inc
N/A
Shares— from 4,868
Change-4,868 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 4,835
Change-4,835 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 4,802
Change-4,802 (-100%)
Value—
Millington Financial Advisors, LLC
N/A
Shares— from 4,700
Change-4,700 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 4,497
Change-4,497 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 4,453
Change-4,453 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 4,340
Change-4,340 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 4,189
Change-4,189 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 4,094
Change-4,094 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 3,887
Change-3,887 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 3,822
Change-3,822 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 3,644
Change-3,644 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 3,429
Change-3,429 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 3,317
Change-3,317 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 2,584
Change-2,584 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 2,276
Change-2,276 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 2,266
Change-2,266 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,612
Change-1,612 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 1,106
Change-1,106 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 979
Change-979 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 934
Change-934 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 881
Change-881 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 800
Change-800 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 789
Change-789 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 625
Change-625 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 594
Change-594 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 500
Change-500 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 310
Change-310 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 307
Change-307 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 303
Change-303 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 279
Change-279 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 240
Change-240 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 211
Change-211 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 85
Change-85 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 82
Change-82 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 46
Change-46 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Wealth Enhancement Advisory Services, LLC
DECREASED2,124,7362,629,605-504,869-19%$132.5M$100.7M-$31.8M2026-10-13
Forvis Mazars Wealth Advisors, LLC
INCREASED1,318,2671,255,802+62,465+5%$63.6M$62.7M-$889.5K2026-10-13
1900 Wealth Management LLC
DECREASED1,173,9951,350,673-176,678-13%$68.4M$55.9M-$12.6M2026-10-13
Avantax Planning Partners, Inc.
DECREASED835,2621,335,459-500,197-37%$67.6M$39.7M-$27.9M2026-11-03
G2 Capital Management, LLC / OH
INCREASED818,441810,353+8,088+1%$41.0M$38.9M-$2.1M2026-10-23
Central Trust Co
INCREASED815,336793,283+22,053+3%$40.2M$38.8M-$1.4M2026-11-05
Bailard, Inc.
INCREASED726,592653,474+73,118+11%$33.1M$34.6M+$1.5M2026-10-13
Assetmark, Inc
INCREASED670,826641,928+28,898+5%$32.5M$31.9M-$599.0K2026-10-21
Lebenthal Global Advisors, LLC
INCREASED657,880520,742+137,138+26%$26.4M$31.3M+$4.9M2026-10-28
Asio Capital, LLC
DECREASED631,005965,274-334,269-35%$48.9M$30.0M-$18.9M2026-10-19
OpenArc Corporate Advisory, LLC
DECREASED607,544651,078-43,534-7%$33.0M$28.9M-$4.1M2026-10-21
Larson Financial Group LLC
INCREASED586,124537,668+48,456+9%$27.2M$27.9M+$652.2K2026-11-05
Commonwealth Equity Services, LLC
INCREASED560,331551,894+8,437+2%$28.0M$26.7M-$1.3M2026-11-02
Sagespring Wealth Partners, LLC
INCREASED549,878359,313+190,565+53%$18.2M$26.2M+$8.0M2026-10-22
Amplius Wealth Advisors, LLC
INCREASED547,767470,566+77,201+16%$23.8M$26.1M+$2.2M2026-10-20
Mather Group, Llc.
INCREASED529,331516,975+12,356+2%$26.2M$25.2M-$1.0M2026-10-14
Able Financial Group, LLC
DECREASED514,347582,550-68,203-12%$29.5M$24.5M-$5.0M2026-10-14
Avidian Wealth Enterprises, LLC
DECREASED481,080504,030-22,950-5%$25.5M$22.9M-$2.6M2026-10-08
Vise Technologies, Inc.
INCREASED462,225211,096+251,129+119%$10.7M$22.0M+$11.3M2026-10-29
Apollon Wealth Management, LLC
INCREASED408,474356,305+52,169+15%$18.0M$19.4M+$1.4M2026-10-23
Cardinal Strategic Wealth Guidance
INCREASED397,907337,742+60,165+18%$17.1M$18.9M+$1.8M2026-11-02
Invenio Wealth Partners LLC
DECREASED388,257397,279-9,022-2%$20.1M$18.5M-$1.7M2026-10-20
Collective Family Office LLC
DECREASED384,552728,056-343,504-47%$36.9M$18.3M-$18.6M2026-10-05
Clear Trail Advisors, LLC
DECREASED368,505369,734-1,2290%$18.7M$17.5M-$1.2M2026-10-20
Chesley Taft & Associates LLC
INCREASED331,298312,202+19,096+6%$15.8M$15.8M-$51.4K2026-10-13
Magnus Financial Group LLC
INCREASED320,495289,678+30,817+11%$14.7M$15.2M+$575.5K2026-10-21
Wealth Alliance Advisory Group, LLC
DECREASED315,520323,908-8,388-3%$16.4M$15.0M-$1.4M2026-10-14
Harbor Group, Inc.
INCREASED314,913313,229+1,684+1%$15.9M$15.0M-$883.0K2026-10-14
HB Wealth Management, LLC
NEW308,494—+308,494——$14.7M—2026-10-23
Cambridge Investment Research Advisors, Inc.
DECREASED306,863328,817-21,954-7%$16.7M$14.6K-$16.6M2026-11-02
Nolet Wealth Management, LLC
DECREASED301,649346,476-44,827-13%$17.6M$14.4M-$3.2M2026-10-15
CGN Advisors LLC
DECREASED297,739345,172-47,433-14%$17.5M$14.2M-$3.3M2026-10-21
Resonant Capital Advisors, LLC
INCREASED287,98678,223+209,763+268%$4.0M$13.7M+$9.7M2026-10-15
ARQ Wealth Advisors, LLC
DECREASED267,588336,222-68,634-20%$16.8M$12.7M-$4.1M2026-10-29
Verus Capital Partners, LLC
INCREASED250,442209,101+41,341+20%$10.6M$11.9M+$1.3M2026-11-03
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED247,45966,594+180,865+272%$3.4M$11.8M+$8.4M2026-10-14
Aspen Wealth Management LLC
DECREASED246,045304,147-58,102-19%$15.4M$11.7M-$3.7M2026-10-14
Hartford Financial Management Inc.
DECREASED241,018257,179-16,161-6%$13.0M$11.5M-$1.6M2026-10-21
Smith & Howard Wealth Management, LLC
DECREASED228,201432,992-204,791-47%$21.9M$10.9M-$11.1M2026-10-27
Founders Financial Securities LLC
INCREASED214,524201,932+12,592+6%$10.2M$10.2M-$21.8K2026-10-28
Cornerstone Wealth Management, LLC
INCREASED210,288209,551+737+0%$10.6M$10.0M-$609.3K2026-11-04
Simon Quick Advisors, LLC
INCREASED203,105201,271+1,834+1%$10.2M$9.7M-$531.6K2026-10-26
Lido Advisors, LLC
DECREASED201,538219,313-17,775-8%$11.1M$9.6M-$1.5M2026-11-04
Washington Trust Bank
INCREASED190,081111,947+78,134+70%$5.7M$9.0M+$3.4M2026-11-03
Truist Financial Corp
DECREASED188,859475,402-286,543-60%$24.1M$9.0M-$15.1M2026-10-30
Retirement Planning Group, LLC
DECREASED188,096193,799-5,703-3%$9.8M$8.9M-$867.3K2026-10-19
Signature Estate & Investment Advisors LLC
DECREASED186,667203,952-17,285-8%$10.3M$8.9M-$1.4M2026-10-13
Kestra Advisory Services, LLC
INCREASED182,226156,353+25,873+17%$7.9M$8.7M+$750.2K2026-11-02
Summit Financial Strategies, Inc.
INCREASED175,855160,874+14,981+9%$8.1M$8.4M+$218.1K2026-10-14
Farther Finance Advisors, LLC
INCREASED168,47431,376+137,098+437%$1.6M$8.0M+$6.4M2026-10-08
Fragasso Financial Advisors Inc
NEW162,620—+162,620——$7.7M—2026-10-13
Diversified Portfolios, Inc.
DECREASED159,762380,323-220,561-58%$19.3M$7.6M-$11.7M2026-11-04
Axxcess Wealth Management, LLC
INCREASED157,651126,012+31,639+25%$6.4M$7.5M+$1.1M2026-10-21
Perigon Wealth Management, LLC
INCREASED149,562146,169+3,393+2%$7.4M$7.1M-$288.0K2026-10-22
Skyline Advisors, Inc.
DECREASED148,381158,074-9,693-6%$8.0M$7.1M-$947.3K2026-11-03
Family Investment Center, Inc.
INCREASED148,21929,648+118,571+400%$1.5M$7.1M+$5.6M2026-10-19
Baker Tilly Wealth Management, LLC
DECREASED147,551149,599-2,048-1%$7.6M$7.0M-$557.5K2026-10-05
Dodds Wealth, LLC
DECREASED146,248220,422-74,174-34%$11.2M$7.0M-$4.2M2026-11-02
Rosenberg Matthew Hamilton
DECREASED145,081210,875-65,794-31%$10.7M$6.9M-$3.8M2026-10-05
Moss Adams Wealth Advisors LLC
INCREASED144,62492,638+51,986+56%$4.7M$6.9M+$2.2M2026-10-28
Private Wealth Management Group, LLC
INCREASED142,847100,446+42,401+42%$5.1M$6.8M+$1.7M2026-10-19
Legacy Wealth Management, LLC
NEW141,081—+141,081——$6.7M—2026-10-22
JFS Wealth Advisors, LLC
INCREASED137,457132,238+5,219+4%$6.7M$6.5M-$158.3K2026-11-03
Park Avenue Securities LLC
INCREASED132,740127,268+5,472+4%$6.4M$6.3K-$6.4M2026-10-26
Thrivent Financial for Lutherans
DECREASED130,460150,599-20,139-13%$7.6M$6.2M-$1.4M2026-11-05
Prime Capital Investment Advisors, LLC
INCREASED127,213113,404+13,809+12%$5.7M$6.1M+$308.3K2026-10-20
NBT Bank, N.A.
INCREASED120,32570,395+49,930+71%$3.6M$5.7M+$2.2M2026-10-21
Unique Wealth, LLC
INCREASED118,24255,210+63,032+114%$2.8M$5.6M+$2.8M2026-10-16
Leverty Financial Group, LLC
DECREASED117,623224,288-106,665-48%$11.4M$5.6M-$5.8M2026-10-08
Newman Dignan & Sheerar, Inc.
DECREASED115,520137,001-21,481-16%$6.9M$5.5M-$1.4M2026-10-21
Crumly & Associates Inc.
INCREASED115,419105,539+9,880+9%$5.3M$5.5M+$145.6K2026-10-07
Linscomb Wealth, Inc.
INCREASED114,77034,042+80,728+237%$1.7M$5.5M+$3.7M2026-11-05
Shotwell Rutter Baer Inc
INCREASED104,220101,151+3,069+3%$5.1M$5.0M-$165.0K2026-10-14
Obermeyer Wealth Partners
INCREASED97,21574,215+23,000+31%$3.8M$4.6M+$866.1K2026-10-21
Daymark Wealth Partners, LLC
INCREASED94,40087,510+6,890+8%$4.4M$4.5M+$58.7K2026-11-04
Benchmark Financial Wealth Advisors, LLC
NEW93,547—+93,547——$4.5M—2026-10-20
Jacobi Capital Management LLC
INCREASED89,86783,700+6,167+7%$4.2M$4.3M+$36.1K2026-11-05
Principle Wealth Partners LLC
DECREASED89,72199,721-10,000-10%$5.1M$4.3M-$782.4K2026-11-02
Bernardo Wealth Planning LLC
INCREASED88,80241,502+47,300+114%$2.1M$4.2M+$2.1M2026-10-23
Syntegra Private Wealth Group, LLC
DECREASED88,469484,965-396,496-82%$24.6M$4.2M-$20.4M2026-10-13
Visionary Wealth Advisors
INCREASED88,25387,996+257+0%$4.5M$4.2M-$258.4K2026-11-04
Compass Ion Advisors, LLC
INCREASED87,26481,292+5,972+7%$4.1M$4.2M+$34.2K2026-10-23
Ironwood Wealth Management, Llc.
NEW86,862—+86,862——$4.1M—2026-10-28
Bank of New York Mellon Corp
NEW85,231—+85,231——$4.1M—2026-11-05
Elevated Financial Group LLC
NEW79,147—+79,147——$3.8M—2026-10-16
Unique Wealth Strategies, LLC
UNCHANGED73,92673,92600%$3.7M$3.7M$02026-10-13
WealthCare Investment Partners, LLC
DECREASED72,21172,994-783-1%$3.7M$3.4M-$261.7K2026-11-05
Leslie Global Wealth, LLC
INCREASED71,48962,642+8,847+14%$3.2M$3.4M+$228.3K2026-10-26
Intrua Financial, LLC
INCREASED70,85568,398+2,457+4%$3.5M$3.4M-$93.4K2026-10-28
FMA Wealth Management, LLC
INCREASED68,28067,919+361+1%$3.4M$3.2M-$191.7K2026-10-21
WealthPlan Investment Management, LLC
INCREASED62,14922,258+39,891+179%$1.1M$3.0M+$1.8M2026-10-15
RFG Advisory, LLC
NEW60,945—+60,945——$2.9M—2026-11-03
Opal Wealth Advisors, LLC
DECREASED60,54762,749-2,202-4%$3.2M$2.9M-$297.7K2026-10-16
Mccarter Private Wealth Services LLC
INCREASED59,65259,253+399+1%$3.0M$2.8M-$163.2K2026-10-22
First Financial Bank - Trust Division
INCREASED58,55157,674+877+2%$2.9M$2.8M-$135.6K2026-10-01
Fifth Third Bancorp
INCREASED58,21853,456+4,762+9%$2.7M$2.8M+$62.2K2026-11-05
Quadcap Wealth Management, LLC
DECREASED57,71759,009-1,292-2%$3.0M$2.7M-$242.9K2026-11-02
Hennion & Walsh Asset Management, Inc.
INCREASED57,11455,588+1,526+3%$2.8M$2.7M-$98.3K2026-10-13
Landmark Wealth Management, LLC
DECREASED56,05089,609-33,559-37%$4.5M$2.7M-$1.9M2026-11-03
Concurrent Investment Advisors, LLC
INCREASED54,85827,749+27,109+98%$1.4M$2.6M+$1.2M2026-10-16
Equity Wealth Partners, LLC
INCREASED54,36747,519+6,848+14%$2.4M$2.6M+$179.7K2026-10-26
Walkner Condon Financial Advisors LLC
DECREASED53,36664,028-10,662-17%$3.2M$2.5M-$704.2K2026-11-02
Ascentis Independent Advisors
NEW53,345—+53,345——$2.5M—2026-11-03
AdvisorNet Financial, Inc
DECREASED53,341136,030-82,689-61%$6.9M$2.6M-$4.3M2026-10-15
Econ Financial Services Corp
NEW53,316—+53,316——$2.5M—2026-10-19
Smithbridge Asset Management Inc
INCREASED53,24145,776+7,465+16%$2.3M$2.5M+$214.4K2026-10-19
Lineweaver Wealth Advisors, LLC
INCREASED52,84846,065+6,783+15%$2.3M$2.5M+$181.1K2026-10-13
Capital Advisors Wealth Management, LLC
DECREASED51,84076,087-24,247-32%$3.9M$2.5M-$1.4M2026-10-09
Robertson Stephens Wealth Management, LLC
INCREASED51,50549,506+1,999+4%$2.5M$2.5M-$57.1K2026-10-16
Sterling Investment Advisors, Ltd.
UNCHANGED50,80050,80000%$2.6M$2.4M-$156.2K2026-10-27
Balance Wealth Partners LLC
DECREASED49,54249,858-316-1%$2.5M$2.4M-$168.3K2026-10-27
Atria Investments, Inc
INCREASED48,34746,259+2,088+5%$2.3M$2.3M-$42.9K2026-10-15
Centerline Wealth Advisors, LLC
INCREASED47,62920,658+26,971+131%$1.0M$2.3M+$1.2M2026-10-15
Galvin, Gaustad & Stein, LLC
DECREASED47,11049,678-2,568-5%$2.5M$2.2M-$275.0K2026-10-08
Breakwater Capital Group
DECREASED46,73447,874-1,140-2%$2.4M$2.2M-$201.5K2026-10-09
Wiser Wealth Management, Inc
NEW45,399—+45,399——$2.2M—2026-10-14
Whitegate Investment Counselors, Inc.
DECREASED43,12454,604-11,480-21%$2.8M$2.1M-$714.1K2026-11-02
Brady Martz Wealth Solutions, LLC
DECREASED41,43145,810-4,379-10%$2.3M$2.0M-$349.2K2026-11-05
Inscription Capital, LLC
INCREASED41,40129,809+11,592+39%$1.5M$2.0M+$459.9K2026-11-02
GFS Advisors, LLC
UNCHANGED40,60040,60000%$4.8K$1.9M+$1.9M2026-11-03
Apella Capital, LLC
DECREASED40,48342,708-2,225-5%$2.2M$1.9M-$236.9K2026-10-08
Juno Financial Group LLC
DECREASED40,31643,515-3,199-7%$2.2M$1.9M-$286.1K2026-10-27
United Advisor Group, LLC
DECREASED39,68040,251-571-1%$2.0M$1.9M-$150.9K2026-11-03
Golden State Wealth Management, LLC
INCREASED38,89035,693+3,197+9%$1.8M$1.9M+$42.3K2026-11-02
MBM Wealth Consultants, LLC
INCREASED38,39538,357+38+0%$1.9M$1.8M-$116.1K2026-10-20
Marion Wealth Management
INCREASED37,36730,521+6,846+22%$1.5M$1.8M+$231.9K2026-10-22
Diversify Wealth Management, LLC
INCREASED35,91227,931+7,981+29%$1.4M$1.7M+$337.9K2026-10-20
Diversify Advisory Services, LLC
INCREASED35,91227,931+7,981+29%$1.4M$1.7M+$337.9K2026-10-20
Wesbanco Bank Inc
INCREASED35,46535,418+47+0%$1.8M$1.7M-$106.7K2026-11-04
Spire Wealth Management
INCREASED35,35934,228+1,131+3%$1.7M$1.7M-$51.6K2026-10-30
Friday Financial
INCREASED35,21630,248+4,968+16%$1.5M$1.7M+$154.3K2026-10-09
RTD Financial Advisors, Inc.
NEW34,223—+34,223——$1.6M—2026-10-09
Morton Brown Family Wealth, LLC
NEW33,535—+33,535——$1.6M—2026-10-23
Valeo Financial Advisors, LLC
NEW32,645—+32,645——$1.6M—2026-10-08
Cyndeo Wealth Partners, LLC
INCREASED32,5045,873+26,631+453%$297.5K$1.5M+$1.2M2026-10-16
Private Trust Co NA
INCREASED32,18429,194+2,990+10%$1.5M$1.5M+$52.5K2026-10-20
SteelPeak Wealth, LLC
DECREASED31,90834,257-2,349-7%$1.7M$1.5M-$217.1K2026-10-16
IFP Advisors, Inc
INCREASED31,87127,435+4,436+16%$1.4M$1.5M+$126.7K2026-10-16
Philip James Wealth Mangement, LLC
INCREASED30,36730,145+222+1%$1.5M$1.4M-$82.1K2026-10-27
Boyce & Associates Wealth Consulting, Inc.
DECREASED30,01630,524-508-2%$1.5M$1.4M-$118.0K2026-10-14
Beaumont Financial Advisors, LLC
UNCHANGED29,03929,03900%$1.5M$1.4M-$89.3K2026-10-22
Conrad Siegel Investment Advisors, Inc.
INCREASED28,76921,863+6,906+32%$1.1M$1.4M+$261.4K2026-10-08
Kooman & Associates
DECREASED28,57530,353-1,778-6%$1.5M$1.4M-$177.9K2026-10-21
Integrity Wealth Advisors, Inc.
NEW27,852—+27,852——$1.3M—2026-10-29
Red Mountain Financial, LLC
DECREASED27,64881,300-53,652-66%$4.1M$1.3M-$2.8M2026-11-03
Cyr Financial Inc.
INCREASED27,21925,506+1,713+7%$1.3M$1.3M+$3.1K2026-10-16
Rossby Financial, LCC
INCREASED24,77424,152+622+3%$1.2M$1.2M-$44.7K2026-11-05
Wealthcare Advisory Partners LLC
INCREASED24,64924,070+579+2%$1.2M$1.2M-$46.5K2026-10-21
Boyd Wealth Management, LLC
INCREASED21,68121,518+163+1%$1.1M$1.0M-$58.4K2026-10-20
Apollon Financial, LLC
INCREASED21,58419,756+1,828+9%$1.0M$1.0M+$26.2K2026-10-23
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED21,26724,439-3,172-13%$1.2M$1.0M-$226.1K2026-10-14
Perennial Advisors, LLC
INCREASED21,25019,675+1,575+8%$996.6K$1.0M+$14.4K2026-10-13
Copper Harbor Investment Advisors, LLC
DECREASED20,73076,623-55,893-73%$3.9M$986.3K-$2.9M2026-10-16
Prevail Innovative Wealth Advisors, LLC
INCREASED20,68420,546+138+1%$1.0M$979.2K-$61.6K2026-10-20
Creative Planning
INCREASED20,39017,868+2,522+14%$905.1K$970.1K+$65.1K2026-11-02
Wealth Enhancement Trust Services, Inc.
INCREASED20,37020,248+122+1%$1.0M$969.2K-$56.5K2026-10-07
Lockerman Financial Group, Inc.
INCREASED20,27720,244+33+0%$1.0M$964.8K-$60.7K2026-10-19
Crane Advisory, LLC
INCREASED20,02616,281+3,745+23%$817.3K$954.0K+$136.7K2026-10-13
High Net Worth Advisory Group LLC
UNCHANGED20,00020,00000%$1.0M$951.6K-$61.5K2026-10-26
Compass Wealth Management, LLC
INCREASED19,10818,239+869+5%$923.9K$909.2K-$14.7K2026-10-30
Keudell ison Wealth Management
DECREASED18,643204,595-185,952-91%$10.4M$887.0K-$9.5M2026-10-16
Prentice Wealth Management LLC
DECREASED18,30543,601-25,296-58%$2.2M$871.0K-$1.3M2026-10-20
Edgemoor Investment Advisors, Inc.
NEW18,285—+18,285——$870.0K—2026-11-03
Kestra Private Wealth Services, LLC
INCREASED18,21817,329+889+5%$877.8K$866.8K-$11.0K2026-10-30
Higgins & Schmidt Wealth Strategies LLC
DECREASED17,54046,940-29,400-63%$2.4M$834.6K-$1.5M2026-10-26
Avestar Capital, LLC
INCREASED17,33211,016+6,316+57%$558.0K$824.7K+$266.6K2026-10-28
VestGen Advisors, LLC
DECREASED17,21020,643-3,433-17%$1.0M$818.9K-$226.8K2026-10-27
J.W. Cole Advisors, Inc.
DECREASED16,38135,414-19,033-54%$1.8M$779.4K-$1.0M2026-11-05
Arbor Investment Advisors, LLC
UNCHANGED15,72015,72000%$796.3K$748.0K-$48.3K2026-10-26
Compound Planning, Inc.
NEW15,674—+15,674——$745.8K—2026-11-05
Gainline Financial Partners, LLC
NEW15,586—+15,586——$741.6K—2026-10-15
D'Orazio & Associates, Inc.
INCREASED15,28614,961+325+2%$757.9K$727.3K-$30.5K2026-11-04
MGO One Seven LLC
INCREASED15,2659,597+5,668+59%$486.2K$726.3K+$240.1K2026-10-28
Laurel OAK Wealth Management, LLC
INCREASED15,0417,584+7,457+98%$384.2K$715.7K+$331.5K2026-10-19
Oppenheimer & Co Inc
INCREASED15,01112,140+2,871+24%$615.0K$714.2K+$99.3K2026-10-26
NWF Advisory Services Inc.
DECREASED14,88125,125-10,244-41%$1.3M$708.0K-$564.7K2026-10-19
PFW Advisors LLC
NEW14,520—+14,520——$690.9K—2026-10-07
Summit Wealth Group LLC / Co
INCREASED14,1884,567+9,621+211%$231.3K$675.1K+$443.7K2026-10-29
Fifth Third Securities, Inc.
INCREASED14,0969,539+4,557+48%$483.2K$670.7K+$187.5K2026-10-21
Sigma Planning Corp
DECREASED13,83917,998-4,159-23%$911.7K$658.4K-$253.3K2026-10-23
Peterson Wealth Advisors, LLC
DECREASED13,19113,780-589-4%$698.0K$627.6K-$70.4K2026-10-08
FF Advisors,LLC
DECREASED13,07922,174-9,095-41%$1.1M$622.3K-$500.9K2026-10-21
Parallel Advisors, LLC
DECREASED12,60512,658-530%$641.2K$599.7K-$41.5K2026-11-03
Bluedoor Private Wealth, LLC
UNCHANGED12,60012,60000%$638.3K$599.5K-$38.7K2026-11-05
Clarity Retirement & Wealth, LLC
INCREASED12,48812,403+85+1%$628.3K$594.2K-$34.1K2026-11-04
Hicks Capital Management LLC
UNCHANGED12,19612,19600%$617.8K$617.8K$02026-10-20
Global Wealth Management Investment Advisory, Inc.
INCREASED11,45711,066+391+4%$560.5K$545.1K-$15.4K2026-11-04
Acima Private Wealth, LLC
INCREASED10,99710,285+712+7%$521.0K$523.2K+$2.3K2026-10-05
Optima Capital LLC
INCREASED10,93210,378+554+5%$525.7K$520.2K-$5.5K2026-10-29
Clear Point Advisors Inc.
INCREASED10,68610,677+9+0%$540.9K$508.4K-$32.4K2026-10-30
Mallini Complete Financial Planning LLC
UNCHANGED10,60010,60000%$536.9K$504.3K-$32.6K2026-10-06
Blue Water Asset Management
INCREASED10,26910,176+93+1%$515.5K$488.6K-$26.9K2026-11-04
Choreo, LLC
DECREASED10,22719,881-9,654-49%$1.0M$486.6K-$520.5K2026-10-28
Swmg, LLC
DECREASED10,10510,650-545-5%$536.1K$491.4K-$44.7K2026-10-23
BlueChip Wealth Advisors LLC
UNCHANGED10,00010,00000%$506.6K$475.8K-$30.8K2026-11-03
Beacon Financial Group
NEW9,984—+9,984——$475.1K—2026-10-19
Financial Life Advisors
NEW9,889—+9,889——$470.5K—2026-10-14
Gerber Kawasaki Wealth & Investment Management
NEW9,812—+9,812——$466.9K—2026-10-29
KFA Private Wealth Group, LLC
INCREASED9,5075,481+4,026+73%$277.7K$452.3K+$174.7K2026-10-07
CV Advisors LLC
NEW9,392—+9,392——$445.4K—2026-10-13
Centurion Wealth Management LLC
INCREASED9,3555,052+4,303+85%$255.9K$445.1K+$189.2K2026-10-13
Lodestar Private Asset Management LLC
DECREASED9,27310,835-1,562-14%$548.8K$441.2K-$107.6K2026-10-26
Sincerus Advisory, LLC
INCREASED9,2085,604+3,604+64%$283.9K$438.1K+$154.2K2026-10-09
Milestone Investment Advisors LLC
DECREASED9,18010,898-1,718-16%$552.0K$436.8K-$115.3K2026-11-05
Choice Wealth Advisors LLC
UNCHANGED9,1319,13100%$462.5K$434.5K-$28.1K2026-10-16
Ashton Thomas Private Wealth, LLC
INCREASED9,0545,056+3,998+79%$256.1K$430.8K+$174.7K2026-11-03
D.A. Davidson & Co.
INCREASED9,0008,610+390+5%$436.1K$428.2K-$7.9K2026-10-28
Jeter Robert S II
DECREASED8,9329,196-264-3%$463.3K$427.7K-$35.6K2026-10-16
Saxon Interests, Inc.
UNCHANGED8,8908,89000%$450.3K$423.0K-$27.3K2026-10-26
Peoples Bank
NEW8,796—+8,796——$418.5K—2026-10-26
Quadrant Capital Group LLC
UNCHANGED8,6128,61200%$436.2K$412.3K-$23.9K2026-10-20
Kingswood Wealth Advisors, LLC
INCREASED8,6113,951+4,660+118%$200.1K$409.7K+$209.6K2026-10-23
Cooper Financial Group
NEW8,566—+8,566——$407.6K—2026-10-07
Putney Financial Group LLC
UNCHANGED8,4518,45100%$428.1K$402.1K-$26.0K2026-10-30
GGM Financial LLC
DECREASED8,1639,343-1,180-13%$473.3K$388.4K-$84.9K2026-11-05
Meridian Financial Advisors, LLC
INCREASED8,0337,392+641+9%$374.4K$382.2K+$7.8K2026-10-14
Prospera Financial Services Inc
INCREASED7,9724,231+3,741+88%$214.3K$391.3K+$177.0K2026-11-04
Johnson Bixby & Associates, LLC
UNCHANGED7,9127,91200%$400.8K$376.5K-$24.3K2026-10-14
PDS Planning, Inc
INCREASED7,7767,705+71+1%$390.3K$370.0K-$20.4K2026-11-03
W.H. Cornerstone Investments Inc.
INCREASED7,7257,655+70+1%$387.8K$367.6K-$20.2K2026-11-03
Global Financial Private Client, LLC
DECREASED7,5858,690-1,105-13%$440.2K$360.9K-$79.3K2026-10-15
XY Planning Network, Inc.
DECREASED7,5237,722-199-3%$391.2K$358.0K-$33.2K2026-10-14
Lionshead Wealth Management, LLC
INCREASED7,3587,348+10+0%$372.3K$350.1K-$22.1K2026-10-21
Commonwealth Financial Services, LLC
DECREASED7,3029,581-2,279-24%$485.3K$347.4K-$137.9K2026-10-20
Goodman Advisory Group, LLC
NEW7,168—+7,168——$341.1K—2026-11-02
Genesis Private Wealth, LLC
INCREASED7,1466,985+161+2%$353.8K$340.0K-$13.8K2026-11-02
McAdam, LLC
DECREASED6,89731,134-24,237-78%$1.6M$328.2K-$1.2M2026-10-21
Bond & Devick Financial Network, Inc.
UNCHANGED6,8496,84900%$346.9K$325.9K-$21.1K2026-10-23
Davenport & Co LLC
INCREASED6,8476,822+25+0%$345.6K$325.8K-$19.8K2026-10-14
Roberts Wealth Advisors, LLC
INCREASED6,5425,389+1,153+21%$273.0K$311.3K+$38.3K2026-10-14
Lake Street Private Wealth, LLC
INCREASED6,5005,500+1,000+18%$278.6K$309.3K+$30.7K2026-10-22
Embree Financial Group
INCREASED6,4686,463+5+0%$327.4K$307.7K-$19.7K2026-10-22
Arlington Financial Advisors, LLC
DECREASED6,3729,414-3,042-32%$476.9K$303.2K-$173.7K2026-10-19
GEN Financial Management, Inc.
NEW6,350—+6,350——$302.1K—2026-10-13
Citigroup Inc
NEW6,326—+6,326——$301.0K—2026-11-04
Teamwork Financial Advisors, LLC
INCREASED6,3156,294+21+0%$318.8K$300.4K-$18.4K2026-10-19
Howard Wealth Management, LLC
INCREASED6,2535,981+272+5%$303.0K$297.5K-$5.4K2026-10-28
Balefire, LLC
INCREASED6,0585,870+188+3%$297.3K$288.2K-$9.1K2026-10-09
WealthPLAN Partners, LLC
DECREASED6,0036,298-295-5%$319.0K$285.6K-$33.4K2026-10-15
B. Riley Wealth Advisors, Inc.
UNCHANGED5,8735,87300%$297.6K$279.4K-$18.1K2026-10-13
Stirlingshire Investments, Inc.
DECREASED5,8286,228-400-6%$315.5K$277.3K-$38.2K2026-11-05
Signal Advisors Wealth, LLC
NEW5,798—+5,798——$275.9K—2026-10-13
Hughes Financial Services, LLC
DECREASED5,75697,587-91,831-94%$4.9M$281.6K-$4.7M2026-10-30
Cadent Capital Advisors, LLC
INCREASED5,4965,317+179+3%$269.4K$261.5K-$7.8K2026-10-09
Omni 360 Wealth, Inc.
NEW5,431—+5,431——$258.4K—2026-10-13
Gryphon Financial Partners LLC
DECREASED5,3205,365-45-1%$271.8K$253.1K-$18.6K2026-11-04
Portland Financial Advisors Inc
NEW5,303—+5,303——$252.3K—2026-10-26
Saxony Capital Management, LLC
UNCHANGED5,2675,26700%$266.8K$250.6K-$16.2K2026-10-15
StrongBox Wealth, LLC
UNCHANGED5,1845,18400%$262.6K$246.7K-$15.9K2026-11-02
Cedar Point Capital Partners, LLC
INCREASED4,9004,880+20+0%$247.2K$233.1K-$14.1K2026-10-29
Trust Co
INCREASED4,8002,607+2,193+84%$132.1K$228.4K+$96.4K2026-10-09
PKS Advisory Services, LLC
UNCHANGED4,7754,77500%$241.9K$241.9K$02026-10-26
Entrewealth, LLC
UNCHANGED4,7664,76600%$237.3K$226.8K-$10.5K2026-10-14
Independence Asset Advisors, LLC
INCREASED4,6604,650+10+0%$235.5K$221.7K-$13.8K2026-10-23
Live Oak Investment Partners
NEW4,600—+4,600——$218.9K—2026-10-23
Signature Wealth Management Partners, LLC
UNCHANGED4,5784,57800%$231.9K$217.8K-$14.1K2026-10-21
Leading Edge Financial Planning LLC
DECREASED4,5615,921-1,360-23%$299.9K$217.0K-$82.9K2026-10-23
Key Client Fiduciary Advisors, LLC
NEW4,500—+4,500——$214.1K—2026-10-19
Navigate Wealth Management, LLC
INCREASED4,4704,174+296+7%$209.6K$212.6K+$3.1K2026-10-14
21 West Wealth Management LLC
DECREASED4,450159,631-155,181-97%$8.1M$211.7K-$7.9M2026-10-13
Capital Investment Advisory Services, LLC
INCREASED4,4242,531+1,893+75%$128.2K$210.0K+$81.8K2026-10-30
Badgley Phelps Wealth Managers, LLC
NEW4,288—+4,288——$204.0K—2026-10-22
Eagle Bluffs Wealth Management LLC
NEW4,280—+4,280——$203.6K—2026-10-20
US Bancorp \de\
UNCHANGED4,2284,22800%$214.2K$201.2K-$13.0K2026-11-05
International Assets Investment Management, LLC
DECREASED4,2058,455-4,250-50%$427.1K$200.5K-$226.6K2026-11-02
Blueline Advisors LLC
DECREASED4,1174,147-30-1%$210.1K$195.9K-$14.2K2026-10-15
Provenance Wealth Advisors, LLC
NEW3,541—+3,541——$168.5K—2026-10-30
Signature Equity Partners, LLC
INCREASED2,7382,705+33+1%$137.0K$130.3K-$6.8K2026-10-29
Hazlett, Burt & Watson, Inc.
INCREASED2,4631,098+1,365+124%$56.0K$117.0K+$61.0K2026-11-04
Cordgrass Capital Advisors, LLC
DECREASED2,3472,529-182-7%$128.1K$111.7K-$16.4K2026-10-30
Trust Co of Toledo NA
UNCHANGED2,1962,19600%$111.2K$104.5K-$6.8K2026-10-16
Buck Wealth Strategies, LLC
DECREASED2,1414,578-2,437-53%$231.9K$101.9K-$130.0K2026-10-28
MB, Levis & Associates, LLC
INCREASED2,0662,049+17+1%$103.8K$98.3K-$5.5K2026-10-16
Cassaday & Co Wealth Management LLC
INCREASED1,8051,792+13+1%$90.8K$85.9K-$4.9K2026-10-27
Redwood Park Advisors LLC
NEW1,585—+1,585——$75.4K—2026-11-02
Brown, Lisle Ings, Inc.
DECREASED1,2531,487-234-16%$75.3K$59.6K-$15.7K2026-10-16
Burk Holdings LLC
UNCHANGED98898800%$50.0K$47.0K-$3.0K2026-11-05
Birch Financial Group, LLC
NEW902—+902——$42.9K—2026-10-27
Essential Investment Partners LLC
DECREASED6451,145-500-44%$58.0K$30.7K-$27.3K2026-10-27
Princeton Global Asset Management LLC
NEW503—+503——$23.9K—2026-10-21
Wilmington Savings Fund Society, FSB
NEW498—+498——$23.7K—2026-10-23
1620 Investment Advisors, Inc.
DECREASED4471,368-921-67%$69.3K$21.3K-$48.0K2026-11-04
Kingdom Financial Group Llc.
INCREASED406403+3+1%$20.4K$19.3K-$1.1K2026-11-04
DeDora Capital, Inc.
NEW372—+372——$17.7K—2026-10-26
Peck Wealth Management, LLC
DECREASED3206,760-6,440-95%$342.4K$15.2K-$327.2K2026-10-29
CX Institutional
NEW295—+295——$14—2026-10-02
CoreCap Advisors, LLC
INCREASED289287+2+1%$14.5K$13.8K-$7582026-10-08
EverSource Wealth Advisors, LLC
DECREASED240709-469-66%$35.9K$11.4K-$24.5K2026-11-04
Lanark Financial, Inc.
INCREASED195194+1+1%$9.9K$9.3K-$5982026-10-26
Cape Investment Advisory, Inc.
UNCHANGED16616600%$8.4K$7.9K-$5112026-10-13
Axiom Investment Management LLC
UNCHANGED13213200%$6.7K$6.3K-$4052026-11-03
Smallwood Wealth Investment Management, LLC
INCREASED2618+8+44%$911$1.2K+$3262026-10-30
Boston Standard Wealth Management, LLC
CLOSED0109,873-109,873-100%$5.5M$0-$5.5M2026-10-07
Investment Planning Advisors, Inc.
CLOSED057,652-57,652-100%$2.9M$0-$2.9M2026-10-14
Impact Investors, Inc
CLOSED039,040-39,040-100%$2.0M$0-$2.0M2026-11-02
Crusonia Wealth Advisors LLC
CLOSED036,060-36,060-100%$1.8M$0-$1.8M2026-10-26
TBH Global Asset Management, LLC
CLOSED028,991-28,991-100%$1.5M$0-$1.5M2026-11-03
Lifestyle Asset Management, Inc.
CLOSED013,325-13,325-100%$675.0K$0-$675.0K2026-10-20
Sierra Ocean, LLC
CLOSED06,355-6,355-100%$321.9K$0-$321.9K2026-11-03
Dynamic Advisor Solutions LLC
CLOSED06,222-6,222-100%$315.2K$0-$315.2K2026-10-13
Pennsylvania Capital Management Inc
CLOSED05,614-5,614-100%$284.4K$0-$284.4K2026-11-05
Certified Advisory Corp
CLOSED05,314-5,314-100%$269.2K$0-$269.2K2026-10-29
Stone Summit Wealth LLC
CLOSED05,256-5,256-100%$266.2K$0-$266.2K2026-10-14
USAdvisors Wealth Management, LLC
CLOSED05,125-5,125-100%$259.0K$0-$259.0K2026-10-21
Firestone Capital Management
CLOSED05,038-5,038-100%$255.2K$0-$255.2K2026-11-03
Financial Futures Ltd Liability Co.
CLOSED04,864-4,864-100%$246.4K$0-$246.4K2026-10-13
Caliber Wealth Management, LLC / KS
CLOSED04,313-4,313-100%$218.5K$0-$218.5K2026-11-04
Independent Financial Group, LLC
CLOSED04,151-4,151-100%$210.3K$0-$210.3K2026-10-13
Northwest Financial Advisors
CLOSED04,080-4,080-100%$206.7K$0-$206.7K2026-10-27
Koshinski Asset Management, Inc.
CLOSED04,040-4,040-100%$204.6K$0-$204.6K2026-10-29
First Interstate Bank
CLOSED04,015-4,015-100%$203.4K$0-$203.4K2026-10-23
Kathmere Capital Management, LLC
CLOSED04,001-4,001-100%$202.7K$0-$202.7K2026-10-20
CWA Asset Management Group, LLC
CLOSED03,957-3,957-100%$200.4K$0-$200.4K2026-10-19
Godsey & Gibb, Inc
CLOSED0541-541-100%$27.4K$0-$27.4K2026-10-14
Pinnacle Wealth Planning Services, Inc.
CLOSED0426-426-100%$21.6K$0-$21.6K2026-10-27
DecisionPoint Financial, LLC
CLOSED0420-420-100%$21.2K$0-$21.2K2026-10-27
Tucker Asset Management LLC
CLOSED0210-210-100%$10.6K$0-$10.6K2026-10-29
Cornerstone Planning Group LLC
CLOSED0103-103-100%$5.1K$0-$5.1K2026-10-16
JPMorgan Chase & Co
N/A—12,119,839-12,119,839-100%$614.1M———
LPL Financial LLC
N/A—6,772,836-6,772,836-100%$343.1M———
Northwestern Mutual Wealth Management Co
N/A—5,262,506-5,262,506-100%$266.6M———
Meeder Advisory Services, Inc.
N/A—4,389,856-4,389,856-100%$222.4M———
Cetera Investment Advisers
N/A—4,089,282-4,089,282-100%$207.1M———
Ameriprise Financial Inc
N/A—3,257,514-3,257,514-100%$165.0M———
Jones Financial Companies Lllp
N/A—3,124,556-3,124,556-100%$158.2M———
Bank of America Corp
N/A—2,969,076-2,969,076-100%$150.4M———
Envestnet Asset Management Inc
N/A—2,186,706-2,186,706-100%$110.8M———
Raymond James Financial Inc
N/A—1,788,903-1,788,903-100%$90.6M———
Captrust Financial Advisors
N/A—1,512,748-1,512,748-100%$76.6M———
Morgan Stanley
N/A—1,257,661-1,257,661-100%$63.7M———
Dynasty Wealth Management, LLC
N/A—1,146,449-1,146,449-100%$58.1M———
Osaic Holdings, Inc.
N/A—1,076,926-1,076,926-100%$54.6M———
Integrated Wealth Concepts LLC
N/A—1,035,056-1,035,056-100%$52.4M———
Rockefeller Capital Management L.P.
N/A—993,028-993,028-100%$50.3M———
Orion Porfolio Solutions, LLC
N/A—873,906-873,906-100%$44.3M———
Equitable Holdings, Inc.
N/A—748,040-748,040-100%$37.9M———
MML Investors Services, LLC
N/A—724,122-724,122-100%$36.7M———
Tiaa Wealth Investment Management LLC
N/A—688,121-688,121-100%$34.9M———
AllGen Financial Advisors, Inc.
N/A—664,690-664,690-100%$33.7M———
Tortoise Investment Management, LLC
N/A—664,214-664,214-100%$33.6M———
MAI Capital Management
N/A—655,314-655,314-100%$33.2M———
HighTower Advisors, LLC
N/A—648,294-648,294-100%$32.8M———
Clearwater Capital Advisors, LLC
N/A—500,367-500,367-100%$25.3M———
Bridgewater Advisors Inc.
N/A—444,537-444,537-100%$22.1M———
Wells Fargo & Company
N/A—426,082-426,082-100%$21.6M———
Beacon Pointe Advisors, LLC
N/A—400,958-400,958-100%$20.3M———
IAG Wealth Partners, LLC
N/A—400,095-400,095-100%$20.3M———
Savant Capital, LLC
N/A—385,070-385,070-100%$19.5M———
Summit Financial, LLC
N/A—356,903-356,903-100%$18.1M———
CFO4Life Group, LLC
N/A—331,936-331,936-100%$16.8M———
PW Advisors, LLC \ FL
N/A—329,861-329,861-100%$16.7M———
Huntington National Bank
N/A—322,222-322,222-100%$16.3M———
Per Stirling Capital Management, Llc.
N/A—288,087-288,087-100%$14.6M———
Baron Silver Stevens Financial Advisors, LLC
N/A—274,073-274,073-100%$13.9M———
OneDigital Investment Advisors LLC
N/A—267,138-267,138-100%$13.5M———
Condor Capital Management
N/A—265,506-265,506-100%$13.4M———
Modern Wealth Management, LLC
N/A—261,910-261,910-100%$13.3M———
BlueStem Wealth Partners, LLC
N/A—257,354-257,354-100%$13.0M———
Keyvantage Wealth, LLC
N/A—256,993-256,993-100%$13.0M———
Peapack Gladstone Financial Corp
N/A—251,191-251,191-100%$12.7M———
Capital Analysts, LLC
N/A—247,480-247,480-100%$12.5M———
HTG Investment Advisors, Inc.
N/A—245,301-245,301-100%$12.4M———
Legacy Financial Advisors, Inc.
N/A—230,771-230,771-100%$11.7M———
Great Valley Advisor Group, Inc.
N/A—225,686-225,686-100%$11.4M———
Renaissance Technologies LLC
N/A—224,887-224,887-100%$11.4M———
Royal Bank of Canada
N/A—218,998-218,998-100%$11.1M———
Stifel Financial Corp
N/A—209,537-209,537-100%$10.6M———
Oakwell Private Wealth Management, LLC
N/A—187,820-187,820-100%$9.5M———
Natixis Advisors, LLC
N/A—182,958-182,958-100%$9.3M———
Private Advisor Group, LLC
N/A—179,784-179,784-100%$9.1M———
United Capital Financial Advisors, LLC
N/A—168,454-168,454-100%$8.5M———
Waverly Advisors, LLC
N/A—167,312-167,312-100%$8.5M———
RiverFront Investment Group, LLC
N/A—166,534-166,534-100%$8.4M———
Ameritas Advisory Services, LLC
N/A—160,613-160,613-100%$8.1M———
Foster & Motley Inc
N/A—157,953-157,953-100%$8.0M———
Principal Securities, Inc.
N/A—155,996-155,996-100%$7.9M———
Citadel Advisors LLC
N/A—155,263-155,263-100%$7.9M———
CVA Family Office, LLC
N/A—152,292-152,292-100%$7.7M———
Sequoia Financial Advisors, LLC
N/A—144,042-144,042-100%$7.3M———
Retirement Income Solutions, Inc
N/A—139,531-139,531-100%$7.0M———
Brio Consultants, LLC
N/A—137,455-137,455-100%$7.0M———
Merit Financial Group, LLC
N/A—135,791-135,791-100%$6.9M———
Cahill Financial Advisors Inc
N/A—135,577-135,577-100%$6.9M———
Boulder Wealth Advisors, LLC
N/A—130,633-130,633-100%$6.6M———
TD Capital Management LLC
N/A—130,289-130,289-100%$6.6M———
Rice Partnership, LLC
N/A—129,870-129,870-100%$6.6M———
New Insight Wealth Advisors
N/A—123,269-123,269-100%$6.2M———
Jane Street Group, LLC
N/A—111,283-111,283-100%$5.6M———
HighPoint Advisor Group LLC
N/A—107,479-107,479-100%$5.4M———
Summit Wealth Partners, LLC
N/A—106,601-106,601-100%$5.4M———
NewEdge Wealth, LLC
N/A—106,023-106,023-100%$5.4M———
Uniting Wealth Partners, LLC
N/A—104,293-104,293-100%$5.3M———
Sanctuary Advisors, LLC
N/A—103,060-103,060-100%$5.2M———
Benjamin Edwards Inc
N/A—101,909-101,909-100%$5.2M———
Moneta Group Investment Advisors LLC
N/A—94,998-94,998-100%$4.8M———
Bleakley Financial Group, LLC
N/A—89,544-89,544-100%$4.5M———
Focus Partners Advisor Solutions, LLC
N/A—85,050-85,050-100%$4.3M———
Janney Montgomery Scott LLC
N/A—79,879-79,879-100%$4.0M———
Focus Partners Wealth
N/A—76,048-76,048-100%$3.9M———
Steward Partners Investment Advisory, LLC
N/A—74,512-74,512-100%$3.8M———
NewEdge Advisors, LLC
N/A—73,349-73,349-100%$3.7M———
Storgate, LLC
N/A—73,327-73,327-100%$3.7M———
Zhang Financial LLC
N/A—69,610-69,610-100%$3.5M———
Mariner, LLC
N/A—65,933-65,933-100%$3.3M———
Silver OAK Wealth Advisors Services, LLC
N/A—62,975-62,975-100%$3.2M———
Mutual Advisors, LLC
N/A—62,419-62,419-100%$3.2M———
Clark Capital Management Group, Inc.
N/A—60,901-60,901-100%$3.1M———
Presidio Capital Management, LLC
N/A—60,247-60,247-100%$3.1M———
Colter Lewis Investment Partners LLC
N/A—60,000-60,000-100%$3.0M———
BTG Pactual Asset Management US LLC
N/A—57,136-57,136-100%$2.9M———
Advisory Services Network, LLC
N/A—53,015-53,015-100%$2.7M———
Bridge Generations Wealth Management LLC
N/A—52,136-52,136-100%$2.6M———
1015 Capital Partners, LLC
N/A—50,597-50,597-100%$2.6M———
IHT Wealth Management, LLC
N/A—50,254-50,254-100%$2.5M———
Fiduciary Financial Advisors
N/A—49,512-49,512-100%$2.5M———
Kintra Wealth, LLC
N/A—48,681-48,681-100%$2.4M———
UBS Group AG
N/A—48,099-48,099-100%$2.4M———
Stratos Wealth Partners, Ltd.
N/A—47,064-47,064-100%$2.4M———
Wealthspire Retirement, LLC
N/A—42,819-42,819-100%$2.2M———
Legacy Edge Advisors, LLC
N/A—41,252-41,252-100%$2.1M———
Valor Advisors LLC
N/A—41,085-41,085-100%$2.1M———
Quantinno Capital Management LP
N/A—39,765-39,765-100%$2.0M———
Elequin Capital, LP
N/A—36,929-36,929-100%$1.9M———
Level Four Advisory Services, LLC
N/A—35,863-35,863-100%$1.8M———
Arax Advisory Partners
N/A—34,627-34,627-100%$1.8M———
5T Wealth, LLC
N/A—33,934-33,934-100%$1.7M———
Pine Valley Investments Ltd Liability Co
N/A—33,128-33,128-100%$1.7M———
Carter Financial, LLC
N/A—32,518-32,518-100%$1.6M———
Freedom Investment Management, Inc.
N/A—30,734-30,734-100%$1.6M———
Seascape Capital Management
N/A—30,500-30,500-100%$1.5M———
Marshall Financial Group, LLC
N/A—30,095-30,095-100%$1.5M———
Daybright Advisory Services, Inc.
N/A—29,369-29,369-100%$1.5M———
Talisman Wealth Advisors LLC
N/A—29,145-29,145-100%$1.5M———
Advyzon Investment Management, LLC
N/A—28,248-28,248-100%$1.4M———
&partners
N/A—27,660-27,660-100%$1.4M———
Baird Financial Group, Inc.
N/A—27,532-27,532-100%$1.4M———
Tandem Financial, LLC
N/A—26,854-26,854-100%$1.4M———
Wealth Alliance, LLC
N/A—26,649-26,649-100%$1.3M———
Synergy Investment Management, LLC
N/A—26,484-26,484-100%$1.3M———
FAS Wealth Partners, Inc.
N/A—26,396-26,396-100%$1.3M———
Harbour Investments, Inc.
N/A—26,346-26,346-100%$1.3M———
Croban
N/A—25,480-25,480-100%$1.3M———
Kingsview Wealth Management, LLC
N/A—25,260-25,260-100%$1.3M———
Beta Wealth Group, Inc.
N/A—25,233-25,233-100%$1.3M———
Dorsey & Whitney Trust Co LLC
N/A—24,355-24,355-100%$1.2M———
Forum Private Client Group LLC
N/A—24,044-24,044-100%$1.2M———
Allied Private Wealth LLC
N/A—23,426-23,426-100%$1.2M———
Bernicke Wealth Management, Ltd.
N/A—23,325-23,325-100%$1.2M———
Envestnet Portfolio Solutions, Inc.
N/A—22,089-22,089-100%$1.1M———
Vista Investment Management
N/A—22,024-22,024-100%$1.1M———
King Wealth Management Group
N/A—20,528-20,528-100%$1.0M———
Planning Directions Inc
N/A—20,250-20,250-100%$1.0M———
Cambient Family Office, LLC
N/A—20,175-20,175-100%$1.0M———
Aptus Capital Advisors, LLC
N/A—20,108-20,108-100%$1.0M———
Collaborative Wealth Managment Inc.
N/A—19,848-19,848-100%$1.0M———
Sand Hill Global Advisors, LLC
N/A—19,808-19,808-100%$1.0M———
Immaculate Wealth Management LLC
N/A—18,845-18,845-100%$954.6K———
Sequent Planning LLC
N/A—18,331-18,331-100%$928.6K———
Everest Financial Group LLC
N/A—18,034-18,034-100%$913.5K———
Western Wealth Management, LLC
N/A—17,953-17,953-100%$909.4K———
Trustmark Bank Trust Department
N/A—17,825-17,825-100%$902.9K———
WCG Wealth Advisors LLC
N/A—17,617-17,617-100%$892.4K———
Savvy Advisors, Inc.
N/A—17,190-17,190-100%$870.8K———
SouthState Bank Corp
N/A—16,356-16,356-100%$828.5K———
Entelevest, LLC
N/A—16,277-16,277-100%$824.5K———
Brookwood Investment Group LLC
N/A—16,021-16,021-100%$811.5K———
IMA Advisory Services, Inc.
N/A—15,638-15,638-100%$792.1K———
Financial Strategies Group, Inc.
N/A—15,536-15,536-100%$778.2K———
Cauble & Harre Wealth Management, Inc.
N/A—15,400-15,400-100%$780.1K———
Arkadios Wealth Advisors
N/A—14,929-14,929-100%$756.2K———
BNP Paribas Financial Markets
N/A—14,626-14,626-100%$740.9K———
Prosperity Consulting Group, LLC
N/A—14,580-14,580-100%$738.6K———
Lakeridge Wealth Management LLC
N/A—14,569-14,569-100%$738.0K———
Pure Financial Advisors, LLC
N/A—13,500-13,500-100%$683.8K———
NCM Capital Management, LLC
N/A—13,400-13,400-100%$678.8K———
Barnes Wealth Management Group, Inc
N/A—13,120-13,120-100%$664.6K———
Crews Bank & Trust
N/A—12,946-12,946-100%$655.8K———
LWM Advisory Services, LLC
N/A—11,516-11,516-100%$583.3K———
Drive Wealth Management, LLC
N/A—11,395-11,395-100%$577.2K———
Aurdan Capital Management, LLC
N/A—11,112-11,112-100%$562.9K———
Bartlett & Co. Wealth Management LLC
N/A—10,863-10,863-100%$550.3K———
PNC Financial Services Group, Inc.
N/A—10,700-10,700-100%$542.0K———
Bcgm Wealth Management, LLC
N/A—10,624-10,624-100%$538.2K———
Northern Trust Corp
N/A—10,535-10,535-100%$533.7K———
RED Reef Advisors LLC
N/A—10,049-10,049-100%$509.0K———
Insigneo Advisory Services, LLC
N/A—9,955-9,955-100%$504.3K———
Axis Wealth Partners, LLC
N/A—9,524-9,524-100%$482.4K———
Nicolet Bankshares Inc
N/A—8,996-8,996-100%$455.7K———
Boston Family Office LLC
N/A—8,963-8,963-100%$454.0K———
Qube Research & Technologies Ltd
N/A—8,559-8,559-100%$433.6K———
Calton & Associates, Inc.
N/A—8,445-8,445-100%$427.8K———
Essex Financial Services, Inc.
N/A—8,143-8,143-100%$412.5K———
Timmons Wealth Management, LLC
N/A—7,912-7,912-100%$400.8K———
Investor's Fiduciary Advisor Network, LLC
N/A—7,872-7,872-100%$398.0K———
Cerity Partners LLC
N/A—7,868-7,868-100%$398.6K———
LM Advisors LLC
N/A—7,768-7,768-100%$393.0K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—7,756-7,756-100%$392.9K———
Gateway Wealth Partners, LLC
N/A—7,743-7,743-100%$392.2K———
Blair William & Co
N/A—7,259-7,259-100%$367.7K———
Wealthspire Advisors, LLC
N/A—7,148-7,148-100%$362.1K———
Mason & Associates Inc
N/A—7,140-7,140-100%$361.7K———
Global Retirement Partners, LLC
N/A—6,824-6,824-100%$345.7K———
Evercore Wealth Management, LLC
N/A—6,785-6,785-100%$343.7K———
Vawter Financial, Ltd.
N/A—6,571-6,571-100%$332.9K———
SageView Advisory Group, LLC
N/A—6,471-6,471-100%$327.8K———
Barnes Pettey Financial Advisors, LLC
N/A—6,112-6,112-100%$309.6K———
UBS Asset Management Americas LLC
N/A—5,552-5,552-100%$281.2K———
FMR LLC
N/A—5,214-5,214-100%$264.1K———
Noble Wealth Partners LLC
N/A—5,205-5,205-100%$263.7K———
Madison Wealth Partners, Inc
N/A—5,119-5,119-100%$259.3K———
Geneos Wealth Management Inc.
N/A—5,039-5,039-100%$255.3K———
XTX Topco Ltd
N/A—5,036-5,036-100%$255.1K———
One Capital Management, LLC
N/A—5,020-5,020-100%$250.9K———
Charter Research & Investment Group, Inc.
N/A—5,009-5,009-100%$253.7K———
Pinnacle Financial Partners, Inc.
N/A—4,983-4,983-100%$252.4K———
Stephens Inc
N/A—4,868-4,868-100%$246.6K———
Mercer Global Advisors Inc
N/A—4,835-4,835-100%$244.9K———
Belpointe Asset Management LLC
N/A—4,802-4,802-100%$243.2K———
Millington Financial Advisors, LLC
N/A—4,700-4,700-100%$236.0K———
Franklin Resources Inc
N/A—4,497-4,497-100%$227.8K———
Allworth Financial LP
N/A—4,453-4,453-100%$225.6K———
C M Bidwell & Associates LTD
N/A—4,340-4,340-100%$219.8K———
Gentry Private Wealth, LLC
N/A—4,189-4,189-100%$212.2K———
Goldman Sachs Group Inc
N/A—4,094-4,094-100%$207.4K———
Vanguard National Trust Co
N/A—3,887-3,887-100%$196.9K———
IFG Advisory, LLC
N/A—3,822-3,822-100%$193.6K———
AE Wealth Management LLC
N/A—3,644-3,644-100%$184.6K———
Vision Retirement, LLC
N/A—3,429-3,429-100%$173.7K———
Tower Research Capital LLC (TRC)
N/A—3,317-3,317-100%$168.0K———
Cary Street Partners Financial LLC
N/A—2,584-2,584-100%$130.9K———
Longview Financial Advisors LLC
N/A—2,300-2,300-100%$116.5K———
Cary Street Partners Investment Advisory LLC
N/A—2,276-2,276-100%$115.3K———
Clearstead Advisors, LLC
N/A—2,266-2,266-100%$114.8K———
Smartleaf Asset Management LLC
N/A—1,612-1,612-100%$81.7K———
Lavaca Capital LLC
N/A—1,106-1,106-100%$56.0K———
Founders Financial Alliance, LLC
N/A—1,000-1,000-100%$50.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—979-979-100%$49.6K———
SHP Wealth Management
N/A—934-934-100%$47.3K———
N.E.W. Advisory Services LLC
N/A—881-881-100%$44.6K———
Keating Financial Advisory Services, Inc.
N/A—800-800-100%$40.5K———
GeoWealth Management, LLC
N/A—789-789-100%$40.0K———
Wellington Grp LLC
N/A—625-625-100%$31.2K———
Millstone Evans Group, LLC
N/A—594-594-100%$30.1K———
ST Germain D J Co Inc
N/A—500-500-100%$25.3K———
Fourth Dimension Wealth, LLC
N/A—310-310-100%$15.7K———
O'shaughnessy Asset Management, LLC
N/A—307-307-100%$15.6K———
Basepoint Wealth LLC
N/A—303-303-100%$15.3K———
Whittier Trust Co of Nevada Inc
N/A—279-279-100%$14.1K———
Ameriflex Group, Inc.
N/A—240-240-100%$12.2K———
Colonial Trust Co / SC
N/A—211-211-100%$10.7K———
Imprint Wealth LLC
N/A—85-85-100%$4.3K———
Continuum Advisory, LLC
N/A—82-82-100%$4.2K———
Institute for Wealth Management, Llc.
N/A—46-46-100%$2.3K———
Quent Capital, LLC
N/A—44-44-100%$2.2K———
Russell Investments Group, Ltd.
N/A—1-1-100%$25———
Showing 555 of 555 institutions