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JPM Ultra-Short Muni Income (JMST)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
HB Wealth Management, LLC
INCREASED
Shares4,276,781 from 3,268,293
Change+1,008,488 (+31%)
Value$216.2M (+$49.6M)
Filed 2026-10-23
Bank of New York Mellon Corp
INCREASED
Shares1,822,784 from 1,562,424
Change+260,360 (+17%)
Value$92.2M (+$12.5M)
Filed 2026-11-05
Resonant Capital Advisors, LLC
DECREASED
Shares1,338,109 from 1,841,965
Change-503,856 (-27%)
Value$67.7M (-$26.3M)
Filed 2026-10-15
Salomon & Ludwin, LLC
INCREASED
Shares1,213,760 from 1,202,000
Change+11,760 (+1%)
Value$61.4M (+$142.2K)
Filed 2026-10-29
AlphaCore Capital LLC
INCREASED
Shares844,642 from 747,047
Change+97,595 (+13%)
Value$42.7M (+$4.6M)
Filed 2026-11-04
Weatherly Asset Management L. P.
INCREASED
Shares768,210 from 727,451
Change+40,759 (+6%)
Value$38.8M (+$1.7M)
Filed 2026-10-20
CWA Asset Management Group, LLC
INCREASED
Shares675,186 from 601,091
Change+74,095 (+12%)
Value$34.1M (+$3.5M)
Filed 2026-10-19
Keybank National Association
INCREASED
Shares636,117 from 536,845
Change+99,272 (+18%)
Value$32.2M (+$4.8M)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares628,928 from 524,263
Change+104,665 (+20%)
Value$31.8M (+$5.1M)
Filed 2026-10-13
Sage Mountain Advisors LLC
INCREASED
Shares580,634 from 556,512
Change+24,122 (+4%)
Value$29.4M (+$974.8K)
Filed 2026-11-02
Trust Co
INCREASED
Shares555,838 from 532,294
Change+23,544 (+4%)
Value$28.1M (+$956.1K)
Filed 2026-10-09
Interchange Capital Partners, LLC
INCREASED
Shares527,700 from 359,911
Change+167,789 (+47%)
Value$26.7M (+$8.3M)
Filed 2026-10-28
FSM Wealth Advisors, LLC
INCREASED
Shares524,634 from 508,803
Change+15,831 (+3%)
Value$26.6M (+$602.8K)
Filed 2026-10-27
Global Wealth Management, LLC
DECREASED
Shares437,550 from 502,395
Change-64,845 (-13%)
Value$22.1M (-$3.5M)
Filed 2026-10-15
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares432,556 from 442,803
Change-10,247 (-2%)
Value$21.9M (-$713.0K)
Filed 2026-10-14
Gradient Investments LLC
INCREASED
Shares404,776 from 356,845
Change+47,931 (+13%)
Value$20.5M (+$2.3M)
Filed 2026-10-08
Global Strategic Investment Solutions, LLC
DECREASED
Shares397,256 from 409,414
Change-12,158 (-3%)
Value$20.1M (-$794.9K)
Filed 2026-10-16
Diversified Portfolios, Inc.
INCREASED
Shares396,503 from 214,582
Change+181,921 (+85%)
Value$20.0M (+$9.1M)
Filed 2026-11-04
Commonwealth Equity Services, LLC
DECREASED
Shares372,109 from 397,053
Change-24,944 (-6%)
Value$18.8M (-$1.4M)
Filed 2026-11-02
Lido Advisors, LLC
INCREASED
Shares359,407 from 268,691
Change+90,716 (+34%)
Value$18.2M (+$4.5M)
Filed 2026-11-04
Capital Asset Advisory Services LLC
INCREASED
Shares333,078 from 317,774
Change+15,304 (+5%)
Value$16.9M (+$740.5K)
Filed 2026-10-30
Phoenix Wealth Advisors
INCREASED
Shares319,701 from 261,094
Change+58,607 (+22%)
Value$16.2M (+$2.8M)
Filed 2026-11-03
Rosenberg Matthew Hamilton
INCREASED
Shares312,862 from 262,671
Change+50,191 (+19%)
Value$15.8M (+$2.4M)
Filed 2026-10-05
PDS Planning, Inc
INCREASED
Shares309,215 from 131,459
Change+177,756 (+135%)
Value$15.6M (+$8.9M)
Filed 2026-11-03
Farther Finance Advisors, LLC
INCREASED
Shares305,286 from 260,393
Change+44,893 (+17%)
Value$15.4M (+$2.2M)
Filed 2026-10-08
Truist Financial Corp
INCREASED
Shares302,721 from 74,816
Change+227,905 (+305%)
Value$15.3M (+$11.5M)
Filed 2026-10-30
Chesley Taft & Associates LLC
INCREASED
Shares301,115 from 285,335
Change+15,780 (+6%)
Value$15.2M (+$672.3K)
Filed 2026-10-13
MY Wealth Management Inc.
INCREASED
Shares297,844 from 141,183
Change+156,661 (+111%)
Value$15.1M (+$7.9M)
Filed 2026-10-21
Prime Capital Investment Advisors, LLC
INCREASED
Shares296,116 from 289,295
Change+6,821 (+2%)
Value$15.0M (+$217.6K)
Filed 2026-10-20
Oak Harvest Investment Services
INCREASED
Shares295,030 from 282,359
Change+12,671 (+4%)
Value$14.9M (+$516.4K)
Filed 2026-10-20
Boothe Investment Group, Inc.
INCREASED
Shares294,570 from 274,289
Change+20,281 (+7%)
Value$14.9M (+$904.7K)
Filed 2026-10-22
Roof Eidam Maycock Peralta, LLC
INCREASED
Shares284,471 from 115,502
Change+168,969 (+146%)
Value$14.4M (+$8.5M)
Filed 2026-10-15
Bailard, Inc.
DECREASED
Shares282,617 from 1,147,099
Change-864,482 (-75%)
Value$14.3M (-$44.2M)
Filed 2026-10-13
Principle Wealth Partners LLC
DECREASED
Shares277,071 from 291,500
Change-14,429 (-5%)
Value$14.0M (-$857.8K)
Filed 2026-11-02
MBM Wealth Consultants, LLC
INCREASED
Shares252,284 from 245,679
Change+6,605 (+3%)
Value$12.8M (+$225.9K)
Filed 2026-10-20
Opal Wealth Advisors, LLC
INCREASED
Shares235,409 from 224,850
Change+10,559 (+5%)
Value$11.9M (+$434.9K)
Filed 2026-10-16
Avidian Wealth Enterprises, LLC
INCREASED
Shares227,414 from 218,332
Change+9,082 (+4%)
Value$11.5M (+$363.2K)
Filed 2026-10-08
Aspen Wealth Management LLC
INCREASED
Shares220,543 from 195,619
Change+24,924 (+13%)
Value$11.2M (+$1.2M)
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares213,074 from 231,867
Change-18,793 (-8%)
Value$10.8K (-$11.8M)
Filed 2026-11-02
Simon Quick Advisors, LLC
INCREASED
Shares209,667 from 208,365
Change+1,302 (+1%)
Value$10.6M (-$25.9K)
Filed 2026-10-26
Davidson Investment Advisors
DECREASED
Shares209,046 from 209,448
Change-402 (0%)
Value$10.6M (-$112.5K)
Filed 2026-10-20
Apex Wealth Management, LLC
INCREASED
Shares196,931 from 143,272
Change+53,659 (+37%)
Value$10.0M (+$2.6M)
Filed 2026-10-20
Kestra Advisory Services, LLC
INCREASED
Shares196,169 from 50,336
Change+145,833 (+290%)
Value$9.9M (+$7.4M)
Filed 2026-11-02
Citizens Financial Group Inc
DECREASED
Shares194,968 from 220,283
Change-25,315 (-11%)
Value$9.9M (-$1.4M)
Filed 2026-10-23
Central Trust Co
INCREASED
Shares183,634 from 145,149
Change+38,485 (+27%)
Value$9.3M (+$1.9M)
Filed 2026-11-05
Thrivent Financial for Lutherans
DECREASED
Shares172,886 from 187,582
Change-14,696 (-8%)
Value$8.7M (-$828.0K)
Filed 2026-11-05
Capital Advisors Wealth Management, LLC
INCREASED
Shares172,493 from 130,140
Change+42,353 (+33%)
Value$8.7M (+$2.1M)
Filed 2026-10-09
Valeo Financial Advisors, LLC
INCREASED
Shares170,871 from 166,682
Change+4,189 (+3%)
Value$8.6M (+$138.5K)
Filed 2026-10-08
Mainsail Financial Group, LLC
INCREASED
Shares169,752 from 128,461
Change+41,291 (+32%)
Value$8.6M (+$2.0M)
Filed 2026-10-23
OpenArc Corporate Advisory, LLC
DECREASED
Shares168,651 from 193,764
Change-25,113 (-13%)
Value$8.5M (-$1.4M)
Filed 2026-10-21
YHB Investment Advisors, Inc.
DECREASED
Shares163,460 from 165,574
Change-2,114 (-1%)
Value$8.3M (-$179.7K)
Filed 2026-10-08
Great Point Wealth Advisors, LLC
DECREASED
Shares160,937 from 161,685
Change-748 (0%)
Value$8.1M (-$109.0K)
Filed 2026-10-15
SAX Wealth Advisors, LLC
INCREASED
Shares158,572 from 4,094
Change+154,478 (+3773%)
Value$8.0M (+$7.8M)
Filed 2026-10-13
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares156,652 from 12,834
Change+143,818 (+1121%)
Value$7.9M (+$7.3M)
Filed 2026-10-13
Davenport & Co LLC
INCREASED
Shares147,270 from 94,869
Change+52,401 (+55%)
Value$7.4M (+$2.6M)
Filed 2026-10-14
Elmwood Wealth Management, Inc.
DECREASED
Shares147,053 from 149,352
Change-2,299 (-2%)
Value$7.4M (-$182.0K)
Filed 2026-10-14
Lpwm LLC
INCREASED
Shares141,108 from 112,326
Change+28,782 (+26%)
Value$7.1M (+$1.4M)
Filed 2026-10-20
Revolve Wealth Partners, LLC
INCREASED
Shares135,648 from 105,003
Change+30,645 (+29%)
Value$6.9M (+$1.5M)
Filed 2026-10-23
Encompass Wealth Advisors, LLC
INCREASED
Shares133,970 from 48,821
Change+85,149 (+174%)
Value$6.8M (+$4.3M)
Filed 2026-10-15
Regions Financial Corp
DECREASED
Shares133,937 from 179,398
Change-45,461 (-25%)
Value$6.8M (-$2.4M)
Filed 2026-11-05
StrongBox Wealth, LLC
INCREASED
Shares131,967 from 126,661
Change+5,306 (+4%)
Value$6.7M (+$212.5K)
Filed 2026-11-02
Leverty Financial Group, LLC
INCREASED
Shares131,413 from 98,985
Change+32,428 (+33%)
Value$6.6M (+$1.6M)
Filed 2026-10-08
Graves Light Lenhart Wealth, Inc.
INCREASED
Shares126,802 from 122,067
Change+4,735 (+4%)
Value$6.4M (+$185.7K)
Filed 2026-10-09
Stewardship Advisors, LLC
INCREASED
Shares124,833 from 119,200
Change+5,633 (+5%)
Value$6.3M (+$232.4K)
Filed 2026-10-20
Websterrogers Financial Advisors, LLC
DECREASED
Shares123,898 from 125,377
Change-1,479 (-1%)
Value$6.3M (-$129.9K)
Filed 2026-11-02
Sagespring Wealth Partners, LLC
INCREASED
Shares121,786 from 59,482
Change+62,304 (+105%)
Value$6.2M (+$3.1M)
Filed 2026-10-22
ERn Financial, LLC
INCREASED
Shares117,610 from 115,911
Change+1,699 (+1%)
Value$5.9M (+$34.9K)
Filed 2026-10-28
Forza Wealth Management, LLC
INCREASED
Shares116,500 from 106,400
Change+10,100 (+9%)
Value$5.9M (+$463.8K)
Filed 2026-10-20
Albion Financial Group
DECREASED
Shares116,378 from 120,860
Change-4,482 (-4%)
Value$5.9M (-$279.8K)
Filed 2026-10-21
Appleton Partners Inc
INCREASED
Shares113,873 from 111,463
Change+2,410 (+2%)
Value$5.8K (-$5.7M)
Filed 2026-10-30
Bokf, NA
DECREASED
Shares110,719 from 114,324
Change-3,605 (-3%)
Value$5.6M (-$232.6K)
Filed 2026-10-27
Beacon Investment Advisory Services, Inc.
INCREASED
Shares101,569 from 97,332
Change+4,237 (+4%)
Value$5.1M (+$171.4K)
Filed 2026-10-13
Whitegate Investment Counselors, Inc.
DECREASED
Shares99,534 from 164,442
Change-64,908 (-39%)
Value$5.0M (-$3.4M)
Filed 2026-11-02
Ashton Thomas Securities, LLC
INCREASED
Shares94,576 from 90,481
Change+4,095 (+5%)
Value$4.8M (+$167.2K)
Filed 2026-10-26
Parallel Advisors, LLC
DECREASED
Shares94,396 from 98,335
Change-3,939 (-4%)
Value$4.8M (-$242.4K)
Filed 2026-11-03
Capital Management Corp
DECREASED
Shares93,468 from 100,049
Change-6,581 (-7%)
Value$4.7M (-$376.8K)
Filed 2026-10-29
Pennsylvania Capital Management Inc
INCREASED
Shares86,915 from 21,463
Change+65,452 (+305%)
Value$4.4M (+$3.3M)
Filed 2026-11-05
Perennial Advisors, LLC
INCREASED
Shares83,958 from 78,894
Change+5,064 (+6%)
Value$4.2M (+$221.3K)
Filed 2026-10-13
Aprio Wealth Management, LLC
INCREASED
Shares83,800 from 33,800
Change+50,000 (+148%)
Value$4.2M (+$2.5M)
Filed 2026-10-28
Axxcess Wealth Management, LLC
DECREASED
Shares78,588 from 337,670
Change-259,082 (-77%)
Value$4.0M (-$13.2M)
Filed 2026-10-21
Highline Wealth Partners LLC
INCREASED
Shares77,364 from 74,269
Change+3,095 (+4%)
Value$3.9M (+$123.8K)
Filed 2026-10-19
Perigon Wealth Management, LLC
DECREASED
Shares75,884 from 81,997
Change-6,113 (-7%)
Value$3.8M (-$345.1K)
Filed 2026-10-22
Brandywine OAK Private Wealth LLC
DECREASED
Shares75,163 from 76,757
Change-1,594 (-2%)
Value$3.8M (-$114.3K)
Filed 2026-10-23
IFP Advisors, Inc
INCREASED
Shares73,705 from 64,786
Change+8,919 (+14%)
Value$3.7M (+$422.4K)
Filed 2026-10-16
SkyOak Wealth, LLC
DECREASED
Shares72,525 from 72,890
Change-365 (0%)
Value$3.7M (-$50.5K)
Filed 2026-10-28
Root Financial Partners, LLC
INCREASED
Shares70,463 from 52,750
Change+17,713 (+34%)
Value$3.6M (+$872.3K)
Filed 2026-10-21
Security Financial Services, Inc.
INCREASED
Shares69,852 from 51,349
Change+18,503 (+36%)
Value$3.5M (+$912.9K)
Filed 2026-10-29
Red Mountain Financial, LLC
INCREASED
Shares68,720 from 58,443
Change+10,277 (+18%)
Value$3.5M (+$493.9K)
Filed 2026-11-03
Clarity Asset Management, Inc.
INCREASED
Shares66,898 from 64,594
Change+2,304 (+4%)
Value$3.4M (+$88.1K)
Filed 2026-10-14
Sigma Planning Corp
INCREASED
Shares66,366 from 64,928
Change+1,438 (+2%)
Value$3.4M (+$44.2K)
Filed 2026-10-23
Schear Investment Advisers, LLC
NEW
Shares64,323
Change+64,323
Value$3.3M
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares64,323 from 10,529
Change+53,794 (+511%)
Value$3.3M (+$2.7M)
Filed 2026-10-14
Wealthcare Advisory Partners LLC
INCREASED
Shares61,987 from 59,474
Change+2,513 (+4%)
Value$3.1M (+$100.9K)
Filed 2026-10-21
Parsons Capital Management Inc
DECREASED
Shares59,731 from 59,751
Change-20 (0%)
Value$3.0M (-$27.3K)
Filed 2026-10-28
Higgins & Schmidt Wealth Strategies LLC
INCREASED
Shares58,632 from 5,430
Change+53,202 (+980%)
Value$3.0M (+$2.7M)
Filed 2026-10-26
Triad Wealth Partners, LLC
NEW
Shares58,472
Change+58,472
Value$3.0M
Filed 2026-10-26
Professional Financial Management, Inc.
NEW
Shares58,235
Change+58,235
Value$2.9M
Filed 2026-10-22
Financial Solutions Advisory Group, Inc.
INCREASED
Shares58,163 from 46,729
Change+11,434 (+24%)
Value$3.0M (+$571.2K)
Filed 2026-10-28
Vise Technologies, Inc.
INCREASED
Shares58,020 from 36,836
Change+21,184 (+58%)
Value$2.9M (+$1.1M)
Filed 2026-10-29
Syverson Strege & Co
INCREASED
Shares57,965 from 53,011
Change+4,954 (+9%)
Value$2.9M (+$227.1K)
Filed 2026-11-02
Acumen Wealth Advisors, LLC
NEW
Shares57,217
Change+57,217
Value$2.9M
Filed 2026-11-05
Invariant Investment Management
INCREASED
Shares56,929 from 56,902
Change+27 (+0%)
Value$2.9M (-$19.7K)
Filed 2026-10-08
Assetmark, Inc
INCREASED
Shares56,557 from 53,733
Change+2,824 (+5%)
Value$2.9M (+$119.1K)
Filed 2026-10-21
Able Wealth Management LLC
DECREASED
Shares56,511 from 88,291
Change-31,780 (-36%)
Value$2.9M (-$1.6M)
Filed 2026-10-13
Robinson Smith Wealth Advisors LLC
DECREASED
Shares55,850 from 57,495
Change-1,645 (-3%)
Value$2.8M (-$108.5K)
Filed 2026-10-22
Dynamic Advisor Solutions LLC
INCREASED
Shares55,392 from 51,056
Change+4,336 (+8%)
Value$2.8M (+$196.8K)
Filed 2026-10-13
Laurel Wealth Planning LLC
DECREASED
Shares52,731 from 53,505
Change-774 (-1%)
Value$2.7M (-$62.7K)
Filed 2026-11-02
Walkner Condon Financial Advisors LLC
INCREASED
Shares52,062 from 45,375
Change+6,687 (+15%)
Value$2.6M (+$318.1K)
Filed 2026-11-02
Pecaut & Co.
INCREASED
Shares51,865 from 41,785
Change+10,080 (+24%)
Value$2.6M (+$491.2K)
Filed 2026-10-27
Selby Wealth Management, LLC
DECREASED
Shares51,706 from 51,801
Change-95 (0%)
Value$2.6M (-$27.6K)
Filed 2026-10-16
Horizon Wealth Management, LLC
NEW
Shares47,842
Change+47,842
Value$2.4M
Filed 2026-11-02
Sunburst Financial Group, LLC
DECREASED
Shares45,952 from 45,984
Change-32 (0%)
Value$2.3M (-$21.8K)
Filed 2026-10-09
Copper Harbor Investment Advisors, LLC
INCREASED
Shares45,917 from 14,464
Change+31,453 (+217%)
Value$2.3M (+$1.6M)
Filed 2026-10-16
Focus Financial Network, Inc.
DECREASED
Shares45,246 from 46,040
Change-794 (-2%)
Value$2.3M (-$60.4K)
Filed 2026-10-14
Alpha Omega Wealth Management LLC
INCREASED
Shares45,111 from 36,128
Change+8,983 (+25%)
Value$2.3M (+$438.3K)
Filed 2026-10-23
Fulton Bank, N.A.
DECREASED
Shares44,474 from 44,554
Change-80 (0%)
Value$2.2M (-$23.6K)
Filed 2026-10-14
Bfsg, LLC
INCREASED
Shares43,964 from 41,489
Change+2,475 (+6%)
Value$2.2M (+$106.9K)
Filed 2026-10-30
Legacy Private Trust Co.
DECREASED
Shares43,433 from 69,450
Change-26,017 (-37%)
Value$2.2M (-$1.3M)
Filed 2026-10-06
Sound Portfolio Advisors, LLC
DECREASED
Shares42,014 from 46,062
Change-4,048 (-9%)
Value$2.1M (-$224.9K)
Filed 2026-11-05
Richard P Slaughter Associates Inc
DECREASED
Shares41,663 from 59,181
Change-17,518 (-30%)
Value$2.1M (-$911.7K)
Filed 2026-10-13
Firestone Capital Management
DECREASED
Shares41,309 from 51,798
Change-10,489 (-20%)
Value$2.1M (-$553.2K)
Filed 2026-11-03
Creative Planning
INCREASED
Shares40,893 from 40,233
Change+660 (+2%)
Value$2.1M (+$15.7K)
Filed 2026-11-02
Three Bridge Wealth Advisors, LLC
DECREASED
Shares40,892 from 41,617
Change-725 (-2%)
Value$2.1M (-$54.9K)
Filed 2026-11-05
Tennessee Valley Asset Management Partners
INCREASED
Shares40,207 from 35,042
Change+5,165 (+15%)
Value$2.0M (+$245.7K)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
INCREASED
Shares39,169 from 35,088
Change+4,081 (+12%)
Value$2.0M (+$190.9K)
Filed 2026-10-30
PFW Advisors LLC
INCREASED
Shares39,141 from 22,920
Change+16,221 (+71%)
Value$2.0M (+$810.0K)
Filed 2026-10-07
Founders Grove Wealth Partners, LLC
INCREASED
Shares38,197 from 37,719
Change+478 (+1%)
Value$1.9M (+$7.6K)
Filed 2026-10-16
WealthBridge Capital Management, LLC
INCREASED
Shares37,915 from 36,211
Change+1,704 (+5%)
Value$1.9M (+$70.2K)
Filed 2026-10-16
Jacobi Capital Management LLC
INCREASED
Shares37,421 from 33,776
Change+3,645 (+11%)
Value$1.9M (+$169.4K)
Filed 2026-11-05
Cooper Financial Group
DECREASED
Shares37,199 from 43,967
Change-6,768 (-15%)
Value$1.9M (-$361.5K)
Filed 2026-10-07
Narus Financial Partners, LLC
INCREASED
Shares36,015 from 33,965
Change+2,050 (+6%)
Value$1.8M (+$88.7K)
Filed 2026-10-19
Galvin, Gaustad & Stein, LLC
INCREASED
Shares34,664 from 34,021
Change+643 (+2%)
Value$1.8M (+$17.6K)
Filed 2026-10-08
Daymark Wealth Partners, LLC
DECREASED
Shares34,656 from 35,707
Change-1,051 (-3%)
Value$1.8M (-$68.9K)
Filed 2026-11-04
Independent Financial Group, LLC
DECREASED
Shares34,586 from 35,930
Change-1,344 (-4%)
Value$1.7M (-$83.7K)
Filed 2026-10-13
Rossmore Private Capital
DECREASED
Shares34,577 from 52,357
Change-17,780 (-34%)
Value$1.7M (-$922.0K)
Filed 2026-10-27
ZWJ Investment Counsel Inc
DECREASED
Shares34,474 from 36,995
Change-2,521 (-7%)
Value$1.7M (-$143.7K)
Filed 2026-10-15
MGO One Seven LLC
DECREASED
Shares33,255 from 34,060
Change-805 (-2%)
Value$1.7M (-$55.7K)
Filed 2026-10-28
Summit Place Financial Advisors, LLC
DECREASED
Shares33,000 from 49,500
Change-16,500 (-33%)
Value$1.7M (-$856.0K)
Filed 2026-10-23
Kooman & Associates
DECREASED
Shares31,900 from 35,030
Change-3,130 (-9%)
Value$1.6M (-$173.7K)
Filed 2026-10-21
Goelzer Investment Management, Inc.
DECREASED
Shares31,625 from 42,043
Change-10,418 (-25%)
Value$1.6M (-$545.2K)
Filed 2026-10-16
SteelPeak Wealth, LLC
DECREASED
Shares31,358 from 33,819
Change-2,461 (-7%)
Value$1.6M (-$139.3K)
Filed 2026-10-16
Skyline Advisors, Inc.
INCREASED
Shares30,791 from 29,491
Change+1,300 (+4%)
Value$1.6M (+$52.8K)
Filed 2026-11-03
Elevation Point Wealth Partners, LLC
INCREASED
Shares30,101 from 27,756
Change+2,345 (+8%)
Value$1.5M (+$106.4K)
Filed 2026-11-05
Baker Ellis Asset Management LLC
UNCHANGED
Shares29,800 from 29,800
Change0 (0%)
Value$1.5M (-$13.1K)
Filed 2026-10-14
USAdvisors Wealth Management, LLC
INCREASED
Shares29,657 from 29,347
Change+310 (+1%)
Value$1.5K (-$1.5M)
Filed 2026-10-21
NavPoint Financial, Inc.
DECREASED
Shares28,672 from 59,810
Change-31,138 (-52%)
Value$1.4M (-$1.6M)
Filed 2026-10-21
Canvas Wealth Advisors, LLC
DECREASED
Shares28,400 from 47,075
Change-18,675 (-40%)
Value$1.4M (-$953.6K)
Filed 2026-11-02
Apollon Wealth Management, LLC
INCREASED
Shares28,229 from 23,010
Change+5,219 (+23%)
Value$1.4M (+$253.8K)
Filed 2026-10-23
Princeton Global Asset Management LLC
INCREASED
Shares28,206 from 28,043
Change+163 (+1%)
Value$1.4M (-$4.1K)
Filed 2026-10-21
Meridian Financial Partners LLC
NEW
Shares28,153
Change+28,153
Value$1.4M
Filed 2026-10-23
Shum Financial Group, Inc.
DECREASED
Shares28,089 from 33,986
Change-5,897 (-17%)
Value$1.4M (-$313.1K)
Filed 2026-10-13
Kathmere Capital Management, LLC
DECREASED
Shares27,988 from 28,980
Change-992 (-3%)
Value$1.4M (-$62.9K)
Filed 2026-10-20
Peterson Wealth Advisors, LLC
DECREASED
Shares26,813 from 36,133
Change-9,320 (-26%)
Value$1.4M (-$487.1K)
Filed 2026-10-08
BayBridge Capital Group, LLC
DECREASED
Shares26,709 from 31,115
Change-4,406 (-14%)
Value$1.4M (-$236.4K)
Filed 2026-10-13
Sage Financial Group Inc
INCREASED
Shares26,447 from 24,282
Change+2,165 (+9%)
Value$1.3M (+$98.8K)
Filed 2026-10-27
Essex Bank
INCREASED
Shares26,284 from 26,104
Change+180 (+1%)
Value$1.3M (-$2.4K)
Filed 2026-10-16
Ascentis Independent Advisors
NEW
Shares26,058
Change+26,058
Value$1.3M
Filed 2026-11-03
Bison Wealth, LLC
INCREASED
Shares25,979 from 25,757
Change+222 (+1%)
Value$1.3M (+$3.8K)
Filed 2026-10-13
LiftPoint Family Wealth Advisors LLC
INCREASED
Shares25,374 from 9,025
Change+16,349 (+181%)
Value$1.3M (+$822.6K)
Filed 2026-11-03
Avior Wealth Management, LLC
NEW
Shares25,254
Change+25,254
Value$1.3M
Filed 2026-10-13
Paladin Wealth, LLC
INCREASED
Shares25,127 from 19,729
Change+5,398 (+27%)
Value$1.3M (+$264.3K)
Filed 2026-10-23
Impact Capital Partners LLC
DECREASED
Shares24,871 from 27,639
Change-2,768 (-10%)
Value$1.3M (-$152.1K)
Filed 2026-10-22
Private Trust Co NA
INCREASED
Shares24,748 from 21,886
Change+2,862 (+13%)
Value$1.3M (+$135.1K)
Filed 2026-10-20
Soltis Investment Advisors LLC
INCREASED
Shares24,571 from 23,550
Change+1,021 (+4%)
Value$1.2M (+$41.3K)
Filed 2026-10-28
Philip James Wealth Mangement, LLC
INCREASED
Shares23,916 from 23,298
Change+618 (+3%)
Value$1.2M (+$21.0K)
Filed 2026-10-27
Thryve Wealth Management LLC
INCREASED
Shares22,839 from 10,404
Change+12,435 (+120%)
Value$1.2M (+$624.1K)
Filed 2026-10-09
Directional Asset Management
INCREASED
Shares22,746 from 20,796
Change+1,950 (+9%)
Value$1.2M (+$89.5K)
Filed 2026-10-22
Aries Wealth Management
DECREASED
Shares21,980 from 27,355
Change-5,375 (-20%)
Value$1.1M (-$283.8K)
Filed 2026-10-23
Carlson Financial, Inc.
INCREASED
Shares21,968 from 20,150
Change+1,818 (+9%)
Value$1.1M (+$83.0K)
Filed 2026-11-05
Olio Financial Planning
INCREASED
Shares21,176 from 20,171
Change+1,005 (+5%)
Value$1.1M (+$41.9K)
Filed 2026-10-22
Clear Point Advisors Inc.
DECREASED
Shares20,383 from 21,022
Change-639 (-3%)
Value$1.0M (-$41.6K)
Filed 2026-10-30
Kuhn & Co Investment Counsel
INCREASED
Shares20,354 from 19,841
Change+513 (+3%)
Value$1.0M (+$17.2K)
Filed 2026-10-29
Marion Wealth Management
UNCHANGED
Shares20,326 from 20,326
Change0 (0%)
Value$1.0M (-$8.9K)
Filed 2026-10-22
Thompson Davis & Co., Inc.
UNCHANGED
Shares20,301 from 20,301
Change0 (0%)
Value$1.0M (-$8.9K)
Filed 2026-11-05
Tranquility Partners, LLC
UNCHANGED
Shares20,049 from 20,049
Change0 (0%)
Value$1.0M (-$8.8K)
Filed 2026-10-20
Prevail Innovative Wealth Advisors, LLC
UNCHANGED
Shares19,813 from 19,813
Change0 (0%)
Value$1.0M (-$8.5K)
Filed 2026-10-20
Carnegie Investment Counsel
INCREASED
Shares19,674 from 17,299
Change+2,375 (+14%)
Value$994.7K (+$112.5K)
Filed 2026-10-20
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares19,325 from 19,325
Change0 (0%)
Value$985.6K ($0)
Filed 2026-11-03
Allen Capital Group, LLC
DECREASED
Shares19,106 from 21,359
Change-2,253 (-11%)
Value$966.0K (-$123.3K)
Filed 2026-10-27
Flagstar Securities, Inc
INCREASED
Shares18,973 from 6,727
Change+12,246 (+182%)
Value$959.3K (+$616.2K)
Filed 2026-10-15
Jnba Financial Advisors
UNCHANGED
Shares18,907 from 18,907
Change0 (0%)
Value$955.9K (-$8.3K)
Filed 2026-11-03
Key FInancial Inc
INCREASED
Shares18,895 from 10,210
Change+8,685 (+85%)
Value$955.3K (+$434.6K)
Filed 2026-11-02
Oasis Advisors, LLC
INCREASED
Shares18,757 from 14,827
Change+3,930 (+27%)
Value$948.4K (+$192.2K)
Filed 2026-10-16
Shore Point Advisors, LLC
INCREASED
Shares17,686 from 8,098
Change+9,588 (+118%)
Value$894.2K (+$481.2K)
Filed 2026-10-14
Woodmont Investment Counsel LLC
INCREASED
Shares17,455 from 16,857
Change+598 (+4%)
Value$882.5K (+$22.8K)
Filed 2026-10-29
AdvisorNet Financial, Inc
DECREASED
Shares17,362 from 50,024
Change-32,662 (-65%)
Value$879.7K (-$1.7M)
Filed 2026-10-15
Madrid Wealth Management, LLC
INCREASED
Shares17,045 from 15,245
Change+1,800 (+12%)
Value$861.8K (+$84.3K)
Filed 2026-10-23
United Advisor Group, LLC
DECREASED
Shares17,019 from 22,635
Change-5,616 (-25%)
Value$860.5K (-$293.9K)
Filed 2026-11-03
Prospera Financial Services Inc
INCREASED
Shares16,773 from 8,965
Change+7,808 (+87%)
Value$854.8K (+$397.5K)
Filed 2026-11-04
Paradigm, Strategies in Wealth Management, LLC
DECREASED
Shares16,200 from 31,646
Change-15,446 (-49%)
Value$819.1K (-$794.9K)
Filed 2026-10-16
Cyndeo Wealth Partners, LLC
DECREASED
Shares16,002 from 16,609
Change-607 (-4%)
Value$809.1K (-$38.0K)
Filed 2026-10-16
M Holdings Securities, Inc.
NEW
Shares15,813
Change+15,813
Value$800.0K
Filed 2026-11-03
Unique Wealth, LLC
DECREASED
Shares15,677 from 17,106
Change-1,429 (-8%)
Value$792.6K (-$79.8K)
Filed 2026-10-16
XY Planning Network, Inc.
INCREASED
Shares15,602 from 12,931
Change+2,671 (+21%)
Value$788.8K (+$129.3K)
Filed 2026-10-14
Intergy Private Wealth, LLC
DECREASED
Shares15,447 from 16,896
Change-1,449 (-9%)
Value$781.0K (-$80.7K)
Filed 2026-10-16
Beese Fulmer Investment Management, Inc.
UNCHANGED
Shares15,436 from 15,436
Change0 (0%)
Value$780.4K (-$6.8K)
Filed 2026-10-23
Mallini Complete Financial Planning LLC
INCREASED
Shares15,187 from 15,092
Change+95 (+1%)
Value$767.9K (-$1.9K)
Filed 2026-10-06
Indivisible Partners
INCREASED
Shares14,832 from 14,159
Change+673 (+5%)
Value$749.9K (+$27.8K)
Filed 2026-10-26
Curran Financial Partners, LLC
INCREASED
Shares14,716 from 12,856
Change+1,860 (+14%)
Value$744.0K (+$88.4K)
Filed 2026-11-04
Cypress Capital Group
DECREASED
Shares14,685 from 18,585
Change-3,900 (-21%)
Value$742.5K (-$205.4K)
Filed 2026-11-03
Mcdonald Partners LLC
UNCHANGED
Shares14,600 from 14,600
Change0 (0%)
Value$738.2K (-$6.4K)
Filed 2026-11-03
Ryan Investment Management, Inc.
NEW
Shares14,578
Change+14,578
Value$737.1K
Filed 2026-10-20
StoneX Group Inc.
NEW
Shares14,496
Change+14,496
Value$738.7K
Filed 2026-11-03
Adamsbrown Wealth Consultants LLC
DECREASED
Shares14,139 from 18,739
Change-4,600 (-25%)
Value$714.9K (-$240.8K)
Filed 2026-10-20
Occidental Asset Management, LLC
INCREASED
Shares14,065 from 12,173
Change+1,892 (+16%)
Value$711.1K (+$90.3K)
Filed 2026-11-05
Acropolis Investment Management, LLC
UNCHANGED
Shares13,148 from 13,148
Change0 (0%)
Value$664.8K (-$5.8K)
Filed 2026-10-08
Eagle Bluffs Wealth Management LLC
DECREASED
Shares13,144 from 14,442
Change-1,298 (-9%)
Value$664.6K (-$72.0K)
Filed 2026-10-20
Old Port Advisors
INCREASED
Shares12,771 from 12,059
Change+712 (+6%)
Value$645.7K (+$30.7K)
Filed 2026-10-23
Tenet Wealth Partners, LLC
DECREASED
Shares12,762 from 15,561
Change-2,799 (-18%)
Value$645.2K (-$147.0K)
Filed 2026-10-19
LexAurum Advisors, LLC
DECREASED
Shares12,571 from 39,109
Change-26,538 (-68%)
Value$635.6K (-$1.4M)
Filed 2026-10-19
Amplius Wealth Advisors, LLC
INCREASED
Shares12,288 from 8,372
Change+3,916 (+47%)
Value$621.3K (+$194.3K)
Filed 2026-10-20
San Luis Wealth Advisors LLC
UNCHANGED
Shares12,223 from 12,223
Change0 (0%)
Value$618.0K (-$5.4K)
Filed 2026-10-27
Members Wealth LLC
UNCHANGED
Shares12,220 from 12,220
Change0 (0%)
Value$618.0K (-$5.3K)
Filed 2026-10-20
Genesis Private Wealth, LLC
UNCHANGED
Shares12,052 from 12,052
Change0 (0%)
Value$609.3K (-$5.3K)
Filed 2026-11-02
1900 Wealth Management LLC
DECREASED
Shares11,942 from 31,538
Change-19,596 (-62%)
Value$603.8K (-$1.0M)
Filed 2026-10-13
Adell Harriman & Carpenter Inc
UNCHANGED
Shares11,750 from 11,750
Change0 (0%)
Value$594.1K (-$5.2K)
Filed 2026-11-02
Meridian Financial Advisors, LLC
DECREASED
Shares11,507 from 11,900
Change-393 (-3%)
Value$581.8K (-$25.1K)
Filed 2026-10-14
Eagle Harbor Asset Management Inc
UNCHANGED
Shares11,451 from 11,451
Change0 (0%)
Value$579.0K (-$5.0K)
Filed 2026-10-21
Klingman & Associates, LLC
DECREASED
Shares11,379 from 15,293
Change-3,914 (-26%)
Value$575.3K (-$204.6K)
Filed 2026-10-20
Aletheian Wealth Advisors LLC
INCREASED
Shares11,376 from 10,900
Change+476 (+4%)
Value$575.2K (+$19.3K)
Filed 2026-10-08
Centurion Wealth Management LLC
UNCHANGED
Shares11,352 from 11,352
Change0 (0%)
Value$574.0K (-$5.0K)
Filed 2026-10-13
James J. Burns & Company, LLC
DECREASED
Shares11,256 from 37,844
Change-26,588 (-70%)
Value$569.1K (-$1.4M)
Filed 2026-10-22
Peak Financial Advisors LLC
INCREASED
Shares11,254 from 8,823
Change+2,431 (+28%)
Value$569.0K (+$119.0K)
Filed 2026-10-28
Apella Capital, LLC
INCREASED
Shares11,220 from 11,150
Change+70 (+1%)
Value$567.4K (-$236)
Filed 2026-10-08
ProCore Advisors, LLC
DECREASED
Shares11,210 from 11,700
Change-490 (-4%)
Value$566.8K (-$29.9K)
Filed 2026-10-14
Family Office Research LLC
INCREASED
Shares11,046 from 10,978
Change+68 (+1%)
Value$558.5K (-$1.4K)
Filed 2026-10-14
Souders Financial Advisors
DECREASED
Shares11,018 from 12,280
Change-1,262 (-10%)
Value$557.1K (-$69.2K)
Filed 2026-11-03
Gradient Capital Advisors, LLC
UNCHANGED
Shares10,859 from 10,859
Change0 (0%)
Value$549.0K (-$4.8K)
Filed 2026-10-21
Collective Family Office LLC
NEW
Shares10,828
Change+10,828
Value$547.5K
Filed 2026-10-05
RFG Advisory, LLC
NEW
Shares10,736
Change+10,736
Value$542.8K
Filed 2026-11-03
Optima Capital LLC
NEW
Shares10,659
Change+10,659
Value$538.9K
Filed 2026-10-29
Hartford Financial Management Inc.
INCREASED
Shares10,446 from 10,412
Change+34 (+0%)
Value$528.2K (-$2.9K)
Filed 2026-10-21
Quadcap Wealth Management, LLC
DECREASED
Shares10,424 from 15,544
Change-5,120 (-33%)
Value$527.0K (-$265.7K)
Filed 2026-11-02
HUB Investment Partners, LLC
DECREASED
Shares10,361 from 18,301
Change-7,940 (-43%)
Value$523.9K (-$409.5K)
Filed 2026-11-03
Verdence Capital Advisors LLC
UNCHANGED
Shares10,254 from 10,254
Change0 (0%)
Value$518.4K (-$4.5K)
Filed 2026-10-26
Syntegra Private Wealth Group, LLC
DECREASED
Shares9,946 from 10,674
Change-728 (-7%)
Value$502.9K (-$41.5K)
Filed 2026-10-13
Entrewealth, LLC
INCREASED
Shares9,880 from 9,846
Change+34 (+0%)
Value$499.5K (-$1.4K)
Filed 2026-10-14
Rossby Financial, LCC
INCREASED
Shares9,709 from 9,697
Change+12 (+0%)
Value$490.9K (-$3.6K)
Filed 2026-11-05
Johnson Bixby & Associates, LLC
UNCHANGED
Shares9,448 from 9,448
Change0 (0%)
Value$477.7K (-$4.2K)
Filed 2026-10-14
Avaii Wealth Management, LLC
DECREASED
Shares9,432 from 9,690
Change-258 (-3%)
Value$476.9K (-$17.3K)
Filed 2026-10-09
Birchwood Financial Partners, Inc.
INCREASED
Shares9,352 from 2,959
Change+6,393 (+216%)
Value$472.8K (+$321.9K)
Filed 2026-11-02
Sincerus Advisory, LLC
INCREASED
Shares9,241 from 8,762
Change+479 (+5%)
Value$467.2K (+$20.3K)
Filed 2026-10-09
Ellis Investment Partners, LLC
INCREASED
Shares9,186 from 9,129
Change+57 (+1%)
Value$464.5K (-$1.1K)
Filed 2026-10-21
Thoma Capital Management LLC
INCREASED
Shares9,004 from 5,012
Change+3,992 (+80%)
Value$455.2K (+$199.6K)
Filed 2026-10-19
Integrity Wealth Advisors, Inc.
NEW
Shares8,945
Change+8,945
Value$452.3K
Filed 2026-10-29
Strategic Blueprint, LLC
DECREASED
Shares8,904 from 11,909
Change-3,005 (-25%)
Value$450.2K (-$157.2K)
Filed 2026-10-22
Fifth Third Bancorp
DECREASED
Shares8,852 from 14,437
Change-5,585 (-39%)
Value$447.6K (-$288.7K)
Filed 2026-11-05
Curbstone Financial Management Corp
UNCHANGED
Shares8,800 from 8,800
Change0 (0%)
Value$444.9K (-$3.9K)
Filed 2026-10-21
Csenge Advisory Group
INCREASED
Shares8,797 from 8,795
Change+2 (+0%)
Value$444.8K (-$3.8K)
Filed 2026-11-04
Kwmg, LLC
DECREASED
Shares8,758 from 18,844
Change-10,086 (-54%)
Value$442.8K (-$518.2K)
Filed 2026-10-07
Confluence Wealth Services, Inc.
DECREASED
Shares8,600 from 8,800
Change-200 (-2%)
Value$434.8K (-$14.0K)
Filed 2026-11-05
Novem Group
UNCHANGED
Shares8,595 from 8,595
Change0 (0%)
Value$434.6K (-$3.8K)
Filed 2026-10-19
626 Financial, LLC
NEW
Shares8,505
Change+8,505
Value$430.0K
Filed 2026-11-04
Asio Capital, LLC
INCREASED
Shares8,000 from 4,100
Change+3,900 (+95%)
Value$404.5K (+$195.4K)
Filed 2026-10-19
M Wealth Management, LLC
INCREASED
Shares7,912 from 7,863
Change+49 (+1%)
Value$400.0K (-$974)
Filed 2026-10-14
Warren Street Wealth Advisors, LLC
NEW
Shares7,906
Change+7,906
Value$399.7K
Filed 2026-11-04
Procyon Advisors, LLC
UNCHANGED
Shares7,855 from 7,855
Change0 (0%)
Value$397.1K (-$3.5K)
Filed 2026-10-21
Cahaba Wealth Management, Inc.
INCREASED
Shares7,824 from 6,306
Change+1,518 (+24%)
Value$395.6K (+$74.0K)
Filed 2026-10-26
Colonial River Investments, LLC
INCREASED
Shares7,809 from 7,494
Change+315 (+4%)
Value$394.8K (+$12.6K)
Filed 2026-10-19
Triumph Capital Management
INCREASED
Shares7,802 from 6,515
Change+1,287 (+20%)
Value$394.5K (+$62.2K)
Filed 2026-10-14
Sonata Capital Group Inc
UNCHANGED
Shares7,792 from 7,792
Change0 (0%)
Value$394.0K (-$3.4K)
Filed 2026-10-19
Grimes & Co Wealth Management, LLC
INCREASED
Shares7,735 from 7,687
Change+48 (+1%)
Value$391.1K (-$952)
Filed 2026-10-29
Commonwealth Financial Services, LLC
DECREASED
Shares7,694 from 9,949
Change-2,255 (-23%)
Value$389.0K (-$118.4K)
Filed 2026-10-20
Redmond Asset Management, LLC
DECREASED
Shares7,600 from 10,600
Change-3,000 (-28%)
Value$384.3K (-$156.3K)
Filed 2026-10-27
Smithbridge Asset Management Inc
DECREASED
Shares7,574 from 8,059
Change-485 (-6%)
Value$382.9K (-$28.1K)
Filed 2026-10-19
Concurrent Investment Advisors, LLC
DECREASED
Shares7,314 from 31,448
Change-24,134 (-77%)
Value$369.8K (-$1.2M)
Filed 2026-10-16
Beverly Hills Private Wealth, LLC
INCREASED
Shares7,218 from 5,496
Change+1,722 (+31%)
Value$364.9K (+$84.6K)
Filed 2026-11-04
Total Clarity Wealth Management, Inc.
DECREASED
Shares7,181 from 7,514
Change-333 (-4%)
Value$363.1K (-$20.1K)
Filed 2026-10-26
Verus Capital Partners, LLC
INCREASED
Shares7,120 from 7,107
Change+13 (+0%)
Value$360.0K (-$2.5K)
Filed 2026-11-03
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares7,052 from 7,817
Change-765 (-10%)
Value$356.5K (-$42.1K)
Filed 2026-10-05
Capital Advisors, Ltd. LLC
UNCHANGED
Shares6,950 from 6,950
Change0 (0%)
Value$351 (-$3)
Filed 2026-10-27
Quantum Financial Partners LLC
NEW
Shares6,899
Change+6,899
Value$348.8K
Filed 2026-10-19
Lifelong Wealth Advisors, Inc.
DECREASED
Shares6,891 from 8,072
Change-1,181 (-15%)
Value$348.4K (-$63.3K)
Filed 2026-10-19
Archford Capital Strategies, LLC
DECREASED
Shares6,783 from 6,891
Change-108 (-2%)
Value$342.9K (-$8.5K)
Filed 2026-10-19
Private Wealth Group, LLC
INCREASED
Shares6,629 from 5,972
Change+657 (+11%)
Value$335.2K (+$30.6K)
Filed 2026-10-19
Cap Partners, LLC
DECREASED
Shares6,610 from 6,769
Change-159 (-2%)
Value$334.2K (-$11.0K)
Filed 2026-10-19
Centerline Wealth Advisors, LLC
INCREASED
Shares6,477 from 4,494
Change+1,983 (+44%)
Value$327.5K (+$98.3K)
Filed 2026-10-15
Balefire, LLC
UNCHANGED
Shares6,410 from 6,410
Change0 (0%)
Value$324.1K (-$2.8K)
Filed 2026-10-09
Fullerton Advisors, LLC
DECREASED
Shares6,351 from 6,518
Change-167 (-3%)
Value$321.1K (-$11.3K)
Filed 2026-10-14
International Assets Investment Management, LLC
INCREASED
Shares6,315 from 6,135
Change+180 (+3%)
Value$319.0K (+$6.7K)
Filed 2026-11-02
Claro Advisors Inc.
DECREASED
Shares6,300 from 11,334
Change-5,034 (-44%)
Value$318.5K (-$259.5K)
Filed 2026-11-02
Gill Capital Partners, LLC
UNCHANGED
Shares6,276 from 6,276
Change0 (0%)
Value$317.3K (-$2.8K)
Filed 2026-10-13
Integrated Advisors Network LLC
INCREASED
Shares6,121 from 4,149
Change+1,972 (+48%)
Value$309.5K (+$97.9K)
Filed 2026-10-20
Global Trust Asset Management, LLC
UNCHANGED
Shares6,050 from 6,050
Change0 (0%)
Value$305.9K (-$2.7K)
Filed 2026-10-19
Town Capital LLC
UNCHANGED
Shares6,019 from 6,019
Change0 (0%)
Value$304.3K (-$2.6K)
Filed 2026-11-03
Shayne & Jacobs, LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$303.4K (-$2.6K)
Filed 2026-10-21
GGM Financial LLC
INCREASED
Shares5,967 from 2,601
Change+3,366 (+129%)
Value$301.7K (+$169.1K)
Filed 2026-11-05
Lineweaver Wealth Advisors, LLC
INCREASED
Shares5,908 from 5,891
Change+17 (+0%)
Value$298.7K (-$1.7K)
Filed 2026-10-13
Choice Wealth Advisors LLC
UNCHANGED
Shares5,900 from 5,900
Change0 (0%)
Value$298.3K (-$2.6K)
Filed 2026-10-16
Segment Wealth Management, LLC
UNCHANGED
Shares5,870 from 5,870
Change0 (0%)
Value$296.8K (-$2.6K)
Filed 2026-10-26
Roberts Wealth Advisors, LLC
INCREASED
Shares5,683 from 4,411
Change+1,272 (+29%)
Value$287.3K (+$62.4K)
Filed 2026-10-14
Atria Investments, Inc
NEW
Shares5,630
Change+5,630
Value$284.7K
Filed 2026-10-15
J.W. Cole Advisors, Inc.
DECREASED
Shares5,363 from 6,139
Change-776 (-13%)
Value$271.2K (-$41.9K)
Filed 2026-11-05
Gerald Baker Financial Group LLC
DECREASED
Shares5,311 from 6,267
Change-956 (-15%)
Value$268.5K (-$51.1K)
Filed 2026-10-09
Herold Advisors, Inc.
INCREASED
Shares5,302 from 4,802
Change+500 (+10%)
Value$268.0K (+$21.0K)
Filed 2026-10-19
Lifestyle Asset Management, Inc.
DECREASED
Shares5,282 from 6,440
Change-1,158 (-18%)
Value$267.0K (-$61.4K)
Filed 2026-10-20
Allegheny Financial Group
INCREASED
Shares5,155 from 4,194
Change+961 (+23%)
Value$260.7K (+$46.7K)
Filed 2026-11-05
CWC Advisors, Llc.
INCREASED
Shares5,054 from 5,042
Change+12 (+0%)
Value$255.5K (-$1.6K)
Filed 2026-10-15
WealthCare Investment Partners, LLC
DECREASED
Shares5,017 from 7,212
Change-2,195 (-30%)
Value$253.7K (-$114.1K)
Filed 2026-11-05
New Capital Management LP
UNCHANGED
Shares5,003 from 5,003
Change0 (0%)
Value$253.0K (-$2.2K)
Filed 2026-10-29
Provenance Wealth Advisors, LLC
NEW
Shares4,842
Change+4,842
Value$244.8K
Filed 2026-10-30
Harbor Group, Inc.
INCREASED
Shares4,801 from 4,771
Change+30 (+1%)
Value$242.7K (-$591)
Filed 2026-10-14
Arbor Investment Advisors, LLC
UNCHANGED
Shares4,700 from 4,700
Change0 (0%)
Value$237.6K (-$2.1K)
Filed 2026-10-26
Sentinel Trust Co LBA
DECREASED
Shares4,510 from 5,099
Change-589 (-12%)
Value$228.0K (+$227.7K)
Filed 2026-11-03
Integrity Advisory Solutions, LLC
NEW
Shares4,465
Change+4,465
Value$225.8K
Filed 2026-10-29
Symphony Financial, Ltd. Co.
INCREASED
Shares4,441 from 4,324
Change+117 (+3%)
Value$224.6K (+$4.1K)
Filed 2026-10-22
Newman Dignan & Sheerar, Inc.
DECREASED
Shares4,433 from 5,101
Change-668 (-13%)
Value$224.1K (-$36.0K)
Filed 2026-10-21
SpringVest Wealth Management LLC
UNCHANGED
Shares4,400 from 4,400
Change0 (0%)
Value$222.5K (-$1.9K)
Filed 2026-10-27
Semus Wealth Partners LLC
INCREASED
Shares4,389 from 4,362
Change+27 (+1%)
Value$221.9K (-$540)
Filed 2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group
NEW
Shares4,356
Change+4,356
Value$220.2K
Filed 2026-10-13
River's Edge Wealth Management, LLC
NEW
Shares4,222
Change+4,222
Value$214.2K
Filed 2026-10-19
Quantify Chaos Advisors, LLC
DECREASED
Shares4,222 from 13,727
Change-9,505 (-69%)
Value$213.5K (-$486.6K)
Filed 2026-11-04
Midwest Trust Co
NEW
Shares4,053
Change+4,053
Value$204.9K
Filed 2026-10-22
Chicago Partners Investment Group LLC
UNCHANGED
Shares3,942 from 3,942
Change0 (0%)
Value$200.6K (+$79)
Filed 2026-10-27
Elevation Wealth Partners, LLC
UNCHANGED
Shares2,790 from 2,790
Change0 (0%)
Value$141.1K (-$1.2K)
Filed 2026-10-07
Signature Equity Partners, LLC
NEW
Shares2,045
Change+2,045
Value$103.4K
Filed 2026-10-29
Caldwell Trust Co
NEW
Shares2,040
Change+2,040
Value$103.1K
Filed 2026-10-30
NBH Bank
DECREASED
Shares1,959 from 3,259
Change-1,300 (-40%)
Value$99.0K (-$67.2K)
Filed 2026-11-05
Cherry Tree Wealth Management, LLC
INCREASED
Shares1,778 from 884
Change+894 (+101%)
Value$89.9K (+$44.8K)
Filed 2026-10-15
EPG Wealth Management LLC
INCREASED
Shares1,698 from 1,688
Change+10 (+1%)
Value$85.9K (-$244)
Filed 2026-11-03
Clark Wealth Partners
INCREASED
Shares1,658 from 1,648
Change+10 (+1%)
Value$83.8K (-$204)
Filed 2026-10-19
MidAtlantic Capital Management, Inc.
NEW
Shares1,565
Change+1,565
Value$79.1K
Filed 2026-11-05
Mainstream Capital Management LLC
NEW
Shares1,182
Change+1,182
Value$59.8K
Filed 2026-10-23
Trust Co of Vermont
NEW
Shares1,181
Change+1,181
Value$59.7K
Filed 2026-10-21
Gamma Investing LLC
INCREASED
Shares1,160 from 1,155
Change+5 (+0%)
Value$58.7K (-$255)
Filed 2026-10-08
Transce3nd, LLC
DECREASED
Shares1,153 from 3,721
Change-2,568 (-69%)
Value$58.6K (-$130.9K)
Filed 2026-10-26
Parkside Financial Bank & Trust
DECREASED
Shares1,129 from 1,145
Change-16 (-1%)
Value$57.1K (-$1.3K)
Filed 2026-10-27
Financial Perspectives, Inc
UNCHANGED
Shares833 from 833
Change0 (0%)
Value$42.1K (-$367)
Filed 2026-11-03
Blue Trust, Inc.
NEW
Shares744
Change+744
Value$37.6K
Filed 2026-10-15
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares701 from 701
Change0 (0%)
Value$35.4K (-$209)
Filed 2026-11-04
Essential Investment Partners LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$35.4K (-$308)
Filed 2026-10-27
Montag A & Associates Inc
DECREASED
Shares600 from 1,820
Change-1,220 (-67%)
Value$30.3K (-$62.5K)
Filed 2026-10-29
Cullen T Bankers, Inc.
NEW
Shares579
Change+579
Value$29.3K
Filed 2026-10-28
US Bancorp \de\
DECREASED
Shares568 from 1,153
Change-585 (-51%)
Value$28.7K (-$30.1K)
Filed 2026-11-05
Financial Network Wealth Advisors LLC
DECREASED
Shares443 from 673
Change-230 (-34%)
Value$22.4K (-$11.9K)
Filed 2026-10-28
West Paces Advisors Inc.
DECREASED
Shares390 from 3,945
Change-3,555 (-90%)
Value$19.7K (-$181.5K)
Filed 2026-10-13
Signature Resources Capital Management, LLC
UNCHANGED
Shares365 from 365
Change0 (0%)
Value$18.5K (-$161)
Filed 2026-10-16
Smallwood Wealth Investment Management, LLC
DECREASED
Shares207 from 227
Change-20 (-9%)
Value$10.5K (-$1.1K)
Filed 2026-10-30
1620 Investment Advisors, Inc.
DECREASED
Shares199 from 489
Change-290 (-59%)
Value$10.1K (-$14.9K)
Filed 2026-11-04
Creative Financial Designs Inc
INCREASED
Shares190 from 188
Change+2 (+1%)
Value$9.6K (-$23)
Filed 2026-11-04
EverSource Wealth Advisors, LLC
NEW
Shares100
Change+100
Value$5.1K
Filed 2026-11-04
Dhjj Financial Advisors, Ltd.
NEW
Shares20
Change+20
Value$1.0K
Filed 2026-10-23
J.Safra Asset Management Corp
CLOSED
Shares0 from 96,869
Change-96,869 (-100%)
Value$0 (-$4.9M)
Filed 2026-11-03
VestGen Advisors, LLC
CLOSED
Shares0 from 82,570
Change-82,570 (-100%)
Value$0 (-$4.2M)
Filed 2026-10-27
Stonebridge Financial Group, LLC
CLOSED
Shares0 from 56,149
Change-56,149 (-100%)
Value$0 (-$2.9M)
Filed 2026-10-01
Mission Wealth Management, LP
CLOSED
Shares0 from 43,360
Change-43,360 (-100%)
Value$0 (-$2.2M)
Filed 2026-10-15
FAI Advisors, Inc.
CLOSED
Shares0 from 10,913
Change-10,913 (-100%)
Value$0 (-$556.6K)
Filed 2026-10-27
IMZ Advisory Inc
CLOSED
Shares0 from 10,731
Change-10,731 (-100%)
Value$0 (-$547.3K)
Filed 2026-11-03
MCF Advisors LLC
CLOSED
Shares0 from 6,890
Change-6,890 (-100%)
Value$0 (-$351.4K)
Filed 2026-10-28
Schwallier Wealth Management LLC
CLOSED
Shares0 from 6,607
Change-6,607 (-100%)
Value$0 (-$336.9K)
Filed 2026-11-05
Tortuga Wealth Management, Inc
CLOSED
Shares0 from 6,548
Change-6,548 (-100%)
Value$0 (-$334.0K)
Filed 2026-10-27
Nations Financial Group Inc,
CLOSED
Shares0 from 5,668
Change-5,668 (-100%)
Value$0 (-$289.1K)
Filed 2026-11-05
Keudell ison Wealth Management
CLOSED
Shares0 from 4,935
Change-4,935 (-100%)
Value$0 (-$251.7K)
Filed 2026-10-16
Titleist Asset Management, LLC
CLOSED
Shares0 from 4,625
Change-4,625 (-100%)
Value$0 (-$235.9K)
Filed 2026-10-08
Midway Capital Research & Management
CLOSED
Shares0 from 688
Change-688 (-100%)
Value$0 (-$35.1K)
Filed 2026-10-20
Cornerstone Planning Group LLC
CLOSED
Shares0 from 632
Change-632 (-100%)
Value$0 (-$32.1K)
Filed 2026-10-16
Bank of America Corp
N/A
Shares— from 4,618,229
Change-4,618,229 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,833,193
Change-3,833,193 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 3,079,442
Change-3,079,442 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,577,056
Change-1,577,056 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,380,788
Change-1,380,788 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,199,281
Change-1,199,281 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,081,228
Change-1,081,228 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 960,457
Change-960,457 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 716,864
Change-716,864 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 710,261
Change-710,261 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 678,796
Change-678,796 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 662,850
Change-662,850 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 614,234
Change-614,234 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 604,676
Change-604,676 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 590,310
Change-590,310 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 543,104
Change-543,104 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 524,475
Change-524,475 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 511,979
Change-511,979 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 502,899
Change-502,899 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 494,703
Change-494,703 (-100%)
Value—
TFO Wealth Partners, LLC
N/A
Shares— from 492,234
Change-492,234 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 480,527
Change-480,527 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 466,374
Change-466,374 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 452,116
Change-452,116 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 446,304
Change-446,304 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 442,140
Change-442,140 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 411,148
Change-411,148 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 381,476
Change-381,476 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 310,180
Change-310,180 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 293,012
Change-293,012 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 283,757
Change-283,757 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 278,708
Change-278,708 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 268,058
Change-268,058 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 257,948
Change-257,948 (-100%)
Value—
Auxano Advisors, LLC
N/A
Shares— from 237,243
Change-237,243 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 236,301
Change-236,301 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 231,332
Change-231,332 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 198,650
Change-198,650 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 186,728
Change-186,728 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 165,677
Change-165,677 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 157,816
Change-157,816 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 152,465
Change-152,465 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 143,600
Change-143,600 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 143,243
Change-143,243 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 137,619
Change-137,619 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 130,874
Change-130,874 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 127,481
Change-127,481 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 127,414
Change-127,414 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 125,043
Change-125,043 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 120,084
Change-120,084 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 116,144
Change-116,144 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 113,781
Change-113,781 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 110,657
Change-110,657 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 104,355
Change-104,355 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 97,960
Change-97,960 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 97,690
Change-97,690 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 90,000
Change-90,000 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 89,730
Change-89,730 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 89,649
Change-89,649 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 88,008
Change-88,008 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 87,863
Change-87,863 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 84,762
Change-84,762 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 83,534
Change-83,534 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 81,200
Change-81,200 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 79,620
Change-79,620 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 78,122
Change-78,122 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 78,002
Change-78,002 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 77,711
Change-77,711 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 75,182
Change-75,182 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 71,896
Change-71,896 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 69,000
Change-69,000 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 65,597
Change-65,597 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 65,165
Change-65,165 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 64,372
Change-64,372 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 60,143
Change-60,143 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 58,090
Change-58,090 (-100%)
Value—
Wills Financial Group LLC
N/A
Shares— from 57,124
Change-57,124 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 55,282
Change-55,282 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 54,132
Change-54,132 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 53,831
Change-53,831 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 51,803
Change-51,803 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 51,315
Change-51,315 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 50,980
Change-50,980 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 50,734
Change-50,734 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 50,361
Change-50,361 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 49,288
Change-49,288 (-100%)
Value—
Macro Advisors, Inc.
N/A
Shares— from 46,839
Change-46,839 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 46,511
Change-46,511 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 46,003
Change-46,003 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 45,617
Change-45,617 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 45,410
Change-45,410 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 43,985
Change-43,985 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 43,823
Change-43,823 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 43,654
Change-43,654 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 43,190
Change-43,190 (-100%)
Value—
&partners
N/A
Shares— from 41,008
Change-41,008 (-100%)
Value—
Carter Financial, LLC
N/A
Shares— from 40,016
Change-40,016 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 40,000
Change-40,000 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 39,631
Change-39,631 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 39,460
Change-39,460 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 38,640
Change-38,640 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 38,538
Change-38,538 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 38,457
Change-38,457 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 37,791
Change-37,791 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 36,589
Change-36,589 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 36,445
Change-36,445 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 36,373
Change-36,373 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 35,600
Change-35,600 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 35,527
Change-35,527 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 35,152
Change-35,152 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 34,847
Change-34,847 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 32,784
Change-32,784 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 32,059
Change-32,059 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 31,856
Change-31,856 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 30,942
Change-30,942 (-100%)
Value—
Boulder Wealth Advisors, LLC
N/A
Shares— from 30,531
Change-30,531 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 29,527
Change-29,527 (-100%)
Value—
Compass Financial Group, Inc.
N/A
Shares— from 29,520
Change-29,520 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 29,356
Change-29,356 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 28,993
Change-28,993 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 28,971
Change-28,971 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 28,015
Change-28,015 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 27,686
Change-27,686 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 27,018
Change-27,018 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 26,800
Change-26,800 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 26,700
Change-26,700 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 26,390
Change-26,390 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 25,964
Change-25,964 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 25,620
Change-25,620 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 25,475
Change-25,475 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 25,378
Change-25,378 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 24,771
Change-24,771 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 24,743
Change-24,743 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 24,448
Change-24,448 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 24,357
Change-24,357 (-100%)
Value—
KM Capital Management Ltd.
N/A
Shares— from 24,095
Change-24,095 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 23,469
Change-23,469 (-100%)
Value—
Bristlecone Value Partners, LLC
N/A
Shares— from 22,795
Change-22,795 (-100%)
Value—
Investment Advisory Services Group LLC
N/A
Shares— from 22,771
Change-22,771 (-100%)
Value—
Argo Wealth Advisory, LLC
N/A
Shares— from 22,752
Change-22,752 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 22,720
Change-22,720 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 22,180
Change-22,180 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 21,892
Change-21,892 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 20,609
Change-20,609 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 20,535
Change-20,535 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 20,197
Change-20,197 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 20,100
Change-20,100 (-100%)
Value—
Cambient Family Office, LLC
N/A
Shares— from 19,907
Change-19,907 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 19,700
Change-19,700 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 19,627
Change-19,627 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 19,615
Change-19,615 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 19,320
Change-19,320 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 19,088
Change-19,088 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 18,200
Change-18,200 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 17,152
Change-17,152 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 17,006
Change-17,006 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 16,000
Change-16,000 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 15,816
Change-15,816 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 15,674
Change-15,674 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 15,259
Change-15,259 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 15,196
Change-15,196 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 14,888
Change-14,888 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 14,870
Change-14,870 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 14,354
Change-14,354 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 14,178
Change-14,178 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 14,077
Change-14,077 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 13,592
Change-13,592 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 13,459
Change-13,459 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 13,283
Change-13,283 (-100%)
Value—
Argent Advisors, Inc.
N/A
Shares— from 13,198
Change-13,198 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 13,183
Change-13,183 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 12,245
Change-12,245 (-100%)
Value—
Ariadne Wealth Management, LP
N/A
Shares— from 11,628
Change-11,628 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 11,221
Change-11,221 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 11,186
Change-11,186 (-100%)
Value—
Blair William & Co
N/A
Shares— from 11,055
Change-11,055 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 10,853
Change-10,853 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 10,809
Change-10,809 (-100%)
Value—
Oakwell Private Wealth Management, LLC
N/A
Shares— from 10,514
Change-10,514 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 10,335
Change-10,335 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 9,966
Change-9,966 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 9,858
Change-9,858 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 9,806
Change-9,806 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 9,595
Change-9,595 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 9,547
Change-9,547 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 9,483
Change-9,483 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 8,991
Change-8,991 (-100%)
Value—
C M Bidwell & Associates LTD
N/A
Shares— from 8,865
Change-8,865 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 8,600
Change-8,600 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 8,110
Change-8,110 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 7,832
Change-7,832 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 7,795
Change-7,795 (-100%)
Value—
1015 Capital Partners, LLC
N/A
Shares— from 7,680
Change-7,680 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 7,530
Change-7,530 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 7,493
Change-7,493 (-100%)
Value—
Midwestern Financial, LLC
N/A
Shares— from 7,464
Change-7,464 (-100%)
Value—
Stephens Inc
N/A
Shares— from 7,149
Change-7,149 (-100%)
Value—
Stonebrook Private Inc.
N/A
Shares— from 7,128
Change-7,128 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 7,057
Change-7,057 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 6,774
Change-6,774 (-100%)
Value—
Chokshi & Queen Wealth Advisors, Inc
N/A
Shares— from 6,751
Change-6,751 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 6,574
Change-6,574 (-100%)
Value—
Hutchinson Capital Management
N/A
Shares— from 6,398
Change-6,398 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 6,109
Change-6,109 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 6,056
Change-6,056 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 5,980
Change-5,980 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 5,974
Change-5,974 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 5,829
Change-5,829 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 5,756
Change-5,756 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 5,624
Change-5,624 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 5,500
Change-5,500 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 5,398
Change-5,398 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 5,395
Change-5,395 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 5,313
Change-5,313 (-100%)
Value—
Mountain Capital Investment Advisors Inc.
N/A
Shares— from 5,284
Change-5,284 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 5,251
Change-5,251 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 5,148
Change-5,148 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 4,735
Change-4,735 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 4,715
Change-4,715 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 4,712
Change-4,712 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 4,456
Change-4,456 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 4,437
Change-4,437 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 4,361
Change-4,361 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 4,207
Change-4,207 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 4,188
Change-4,188 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 4,018
Change-4,018 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 3,848
Change-3,848 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 3,574
Change-3,574 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
Colonial Trust Advisors
N/A
Shares— from 2,465
Change-2,465 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 2,450
Change-2,450 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 1,975
Change-1,975 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 1,965
Change-1,965 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 1,746
Change-1,746 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 1,393
Change-1,393 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,369
Change-1,369 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 681
Change-681 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 475
Change-475 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 440
Change-440 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 298
Change-298 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 8
Change-8 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 0
Change0
Value—
Status
HB Wealth Management, LLC
INCREASED4,276,7813,268,293+1,008,488+31%$166.7M$216.2M+$49.6M2026-10-23
Bank of New York Mellon Corp
INCREASED1,822,7841,562,424+260,360+17%$79.7M$92.2M+$12.5M2026-11-05
Resonant Capital Advisors, LLC
DECREASED1,338,1091,841,965-503,856-27%$93.9M$67.7M-$26.3M2026-10-15
Salomon & Ludwin, LLC
INCREASED1,213,7601,202,000+11,760+1%$61.2M$61.4M+$142.2K2026-10-29
AlphaCore Capital LLC
INCREASED844,642747,047+97,595+13%$38.1M$42.7M+$4.6M2026-11-04
Weatherly Asset Management L. P.
INCREASED768,210727,451+40,759+6%$37.1M$38.8M+$1.7M2026-10-20
CWA Asset Management Group, LLC
INCREASED675,186601,091+74,095+12%$30.7M$34.1M+$3.5M2026-10-19
Keybank National Association
INCREASED636,117536,845+99,272+18%$27.4M$32.2M+$4.8M2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED628,928524,263+104,665+20%$26.7M$31.8M+$5.1M2026-10-13
Sage Mountain Advisors LLC
INCREASED580,634556,512+24,122+4%$28.4M$29.4M+$974.8K2026-11-02
Trust Co
INCREASED555,838532,294+23,544+4%$27.1M$28.1M+$956.1K2026-10-09
Interchange Capital Partners, LLC
INCREASED527,700359,911+167,789+47%$18.4M$26.7M+$8.3M2026-10-28
FSM Wealth Advisors, LLC
INCREASED524,634508,803+15,831+3%$25.9M$26.6M+$602.8K2026-10-27
Global Wealth Management, LLC
DECREASED437,550502,395-64,845-13%$25.6M$22.1M-$3.5M2026-10-15
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED432,556442,803-10,247-2%$22.6M$21.9M-$713.0K2026-10-14
Gradient Investments LLC
INCREASED404,776356,845+47,931+13%$18.2M$20.5M+$2.3M2026-10-08
Global Strategic Investment Solutions, LLC
DECREASED397,256409,414-12,158-3%$20.9M$20.1M-$794.9K2026-10-16
Diversified Portfolios, Inc.
INCREASED396,503214,582+181,921+85%$10.9M$20.0M+$9.1M2026-11-04
Commonwealth Equity Services, LLC
DECREASED372,109397,053-24,944-6%$20.2M$18.8M-$1.4M2026-11-02
Lido Advisors, LLC
INCREASED359,407268,691+90,716+34%$13.7M$18.2M+$4.5M2026-11-04
Capital Asset Advisory Services LLC
INCREASED333,078317,774+15,304+5%$16.2M$16.9M+$740.5K2026-10-30
Phoenix Wealth Advisors
INCREASED319,701261,094+58,607+22%$13.3M$16.2M+$2.8M2026-11-03
Rosenberg Matthew Hamilton
INCREASED312,862262,671+50,191+19%$13.4M$15.8M+$2.4M2026-10-05
PDS Planning, Inc
INCREASED309,215131,459+177,756+135%$6.7M$15.6M+$8.9M2026-11-03
Farther Finance Advisors, LLC
INCREASED305,286260,393+44,893+17%$13.3M$15.4M+$2.2M2026-10-08
Truist Financial Corp
INCREASED302,72174,816+227,905+305%$3.8M$15.3M+$11.5M2026-10-30
Chesley Taft & Associates LLC
INCREASED301,115285,335+15,780+6%$14.6M$15.2M+$672.3K2026-10-13
MY Wealth Management Inc.
INCREASED297,844141,183+156,661+111%$7.2M$15.1M+$7.9M2026-10-21
Prime Capital Investment Advisors, LLC
INCREASED296,116289,295+6,821+2%$14.8M$15.0M+$217.6K2026-10-20
Oak Harvest Investment Services
INCREASED295,030282,359+12,671+4%$14.4M$14.9M+$516.4K2026-10-20
Boothe Investment Group, Inc.
INCREASED294,570274,289+20,281+7%$14.0M$14.9M+$904.7K2026-10-22
Roof Eidam Maycock Peralta, LLC
INCREASED284,471115,502+168,969+146%$5.9M$14.4M+$8.5M2026-10-15
Bailard, Inc.
DECREASED282,6171,147,099-864,482-75%$58.5M$14.3M-$44.2M2026-10-13
Principle Wealth Partners LLC
DECREASED277,071291,500-14,429-5%$14.9M$14.0M-$857.8K2026-11-02
MBM Wealth Consultants, LLC
INCREASED252,284245,679+6,605+3%$12.5M$12.8M+$225.9K2026-10-20
Opal Wealth Advisors, LLC
INCREASED235,409224,850+10,559+5%$11.5M$11.9M+$434.9K2026-10-16
Avidian Wealth Enterprises, LLC
INCREASED227,414218,332+9,082+4%$11.1M$11.5M+$363.2K2026-10-08
Aspen Wealth Management LLC
INCREASED220,543195,619+24,924+13%$10.0M$11.2M+$1.2M2026-10-14
Cambridge Investment Research Advisors, Inc.
DECREASED213,074231,867-18,793-8%$11.8M$10.8K-$11.8M2026-11-02
Simon Quick Advisors, LLC
INCREASED209,667208,365+1,302+1%$10.6M$10.6M-$25.9K2026-10-26
Davidson Investment Advisors
DECREASED209,046209,448-4020%$10.7M$10.6M-$112.5K2026-10-20
Apex Wealth Management, LLC
INCREASED196,931143,272+53,659+37%$7.3M$10.0M+$2.6M2026-10-20
Kestra Advisory Services, LLC
INCREASED196,16950,336+145,833+290%$2.6M$9.9M+$7.4M2026-11-02
Citizens Financial Group Inc
DECREASED194,968220,283-25,315-11%$11.2M$9.9M-$1.4M2026-10-23
Central Trust Co
INCREASED183,634145,149+38,485+27%$7.4M$9.3M+$1.9M2026-11-05
Thrivent Financial for Lutherans
DECREASED172,886187,582-14,696-8%$9.6M$8.7M-$828.0K2026-11-05
Capital Advisors Wealth Management, LLC
INCREASED172,493130,140+42,353+33%$6.6M$8.7M+$2.1M2026-10-09
Valeo Financial Advisors, LLC
INCREASED170,871166,682+4,189+3%$8.5M$8.6M+$138.5K2026-10-08
Mainsail Financial Group, LLC
INCREASED169,752128,461+41,291+32%$6.6M$8.6M+$2.0M2026-10-23
OpenArc Corporate Advisory, LLC
DECREASED168,651193,764-25,113-13%$9.9M$8.5M-$1.4M2026-10-21
YHB Investment Advisors, Inc.
DECREASED163,460165,574-2,114-1%$8.4M$8.3M-$179.7K2026-10-08
Great Point Wealth Advisors, LLC
DECREASED160,937161,685-7480%$8.2M$8.1M-$109.0K2026-10-15
SAX Wealth Advisors, LLC
INCREASED158,5724,094+154,478+3773%$208.7K$8.0M+$7.8M2026-10-13
Forvis Mazars Wealth Advisors, LLC
INCREASED156,65212,834+143,818+1121%$654.5K$7.9M+$7.3M2026-10-13
Davenport & Co LLC
INCREASED147,27094,869+52,401+55%$4.8M$7.4M+$2.6M2026-10-14
Elmwood Wealth Management, Inc.
DECREASED147,053149,352-2,299-2%$7.6M$7.4M-$182.0K2026-10-14
Lpwm LLC
INCREASED141,108112,326+28,782+26%$5.7M$7.1M+$1.4M2026-10-20
Revolve Wealth Partners, LLC
INCREASED135,648105,003+30,645+29%$5.4M$6.9M+$1.5M2026-10-23
Encompass Wealth Advisors, LLC
INCREASED133,97048,821+85,149+174%$2.5M$6.8M+$4.3M2026-10-15
Regions Financial Corp
DECREASED133,937179,398-45,461-25%$9.1M$6.8M-$2.4M2026-11-05
StrongBox Wealth, LLC
INCREASED131,967126,661+5,306+4%$6.5M$6.7M+$212.5K2026-11-02
Leverty Financial Group, LLC
INCREASED131,41398,985+32,428+33%$5.0M$6.6M+$1.6M2026-10-08
Graves Light Lenhart Wealth, Inc.
INCREASED126,802122,067+4,735+4%$6.2M$6.4M+$185.7K2026-10-09
Stewardship Advisors, LLC
INCREASED124,833119,200+5,633+5%$6.1M$6.3M+$232.4K2026-10-20
Websterrogers Financial Advisors, LLC
DECREASED123,898125,377-1,479-1%$6.4M$6.3M-$129.9K2026-11-02
Sagespring Wealth Partners, LLC
INCREASED121,78659,482+62,304+105%$3.0M$6.2M+$3.1M2026-10-22
ERn Financial, LLC
INCREASED117,610115,911+1,699+1%$5.9M$5.9M+$34.9K2026-10-28
Forza Wealth Management, LLC
INCREASED116,500106,400+10,100+9%$5.4M$5.9M+$463.8K2026-10-20
Albion Financial Group
DECREASED116,378120,860-4,482-4%$6.2M$5.9M-$279.8K2026-10-21
Appleton Partners Inc
INCREASED113,873111,463+2,410+2%$5.7M$5.8K-$5.7M2026-10-30
Bokf, NA
DECREASED110,719114,324-3,605-3%$5.8M$5.6M-$232.6K2026-10-27
Beacon Investment Advisory Services, Inc.
INCREASED101,56997,332+4,237+4%$5.0M$5.1M+$171.4K2026-10-13
Whitegate Investment Counselors, Inc.
DECREASED99,534164,442-64,908-39%$8.4M$5.0M-$3.4M2026-11-02
Ashton Thomas Securities, LLC
INCREASED94,57690,481+4,095+5%$4.6M$4.8M+$167.2K2026-10-26
Parallel Advisors, LLC
DECREASED94,39698,335-3,939-4%$5.0M$4.8M-$242.4K2026-11-03
Capital Management Corp
DECREASED93,468100,049-6,581-7%$5.1M$4.7M-$376.8K2026-10-29
Pennsylvania Capital Management Inc
INCREASED86,91521,463+65,452+305%$1.1M$4.4M+$3.3M2026-11-05
Perennial Advisors, LLC
INCREASED83,95878,894+5,064+6%$4.0M$4.2M+$221.3K2026-10-13
Aprio Wealth Management, LLC
INCREASED83,80033,800+50,000+148%$1.7M$4.2M+$2.5M2026-10-28
Axxcess Wealth Management, LLC
DECREASED78,588337,670-259,082-77%$17.2M$4.0M-$13.2M2026-10-21
Highline Wealth Partners LLC
INCREASED77,36474,269+3,095+4%$3.8M$3.9M+$123.8K2026-10-19
Perigon Wealth Management, LLC
DECREASED75,88481,997-6,113-7%$4.2M$3.8M-$345.1K2026-10-22
Brandywine OAK Private Wealth LLC
DECREASED75,16376,757-1,594-2%$3.9M$3.8M-$114.3K2026-10-23
IFP Advisors, Inc
INCREASED73,70564,786+8,919+14%$3.3M$3.7M+$422.4K2026-10-16
SkyOak Wealth, LLC
DECREASED72,52572,890-3650%$3.7M$3.7M-$50.5K2026-10-28
Root Financial Partners, LLC
INCREASED70,46352,750+17,713+34%$2.7M$3.6M+$872.3K2026-10-21
Security Financial Services, Inc.
INCREASED69,85251,349+18,503+36%$2.6M$3.5M+$912.9K2026-10-29
Red Mountain Financial, LLC
INCREASED68,72058,443+10,277+18%$3.0M$3.5M+$493.9K2026-11-03
Clarity Asset Management, Inc.
INCREASED66,89864,594+2,304+4%$3.3M$3.4M+$88.1K2026-10-14
Sigma Planning Corp
INCREASED66,36664,928+1,438+2%$3.3M$3.4M+$44.2K2026-10-23
Schear Investment Advisers, LLC
NEW64,323—+64,323——$3.3M—2026-10-14
Tempo Wealth, LLC
INCREASED64,32310,529+53,794+511%$537.0K$3.3M+$2.7M2026-10-14
Wealthcare Advisory Partners LLC
INCREASED61,98759,474+2,513+4%$3.0M$3.1M+$100.9K2026-10-21
Parsons Capital Management Inc
DECREASED59,73159,751-200%$3.0M$3.0M-$27.3K2026-10-28
Higgins & Schmidt Wealth Strategies LLC
INCREASED58,6325,430+53,202+980%$276.9K$3.0M+$2.7M2026-10-26
Triad Wealth Partners, LLC
NEW58,472—+58,472——$3.0M—2026-10-26
Professional Financial Management, Inc.
NEW58,235—+58,235——$2.9M—2026-10-22
Financial Solutions Advisory Group, Inc.
INCREASED58,16346,729+11,434+24%$2.4M$3.0M+$571.2K2026-10-28
Vise Technologies, Inc.
INCREASED58,02036,836+21,184+58%$1.9M$2.9M+$1.1M2026-10-29
Syverson Strege & Co
INCREASED57,96553,011+4,954+9%$2.7M$2.9M+$227.1K2026-11-02
Acumen Wealth Advisors, LLC
NEW57,217—+57,217——$2.9M—2026-11-05
Invariant Investment Management
INCREASED56,92956,902+27+0%$2.9M$2.9M-$19.7K2026-10-08
Assetmark, Inc
INCREASED56,55753,733+2,824+5%$2.7M$2.9M+$119.1K2026-10-21
Able Wealth Management LLC
DECREASED56,51188,291-31,780-36%$4.5M$2.9M-$1.6M2026-10-13
Robinson Smith Wealth Advisors LLC
DECREASED55,85057,495-1,645-3%$2.9M$2.8M-$108.5K2026-10-22
Dynamic Advisor Solutions LLC
INCREASED55,39251,056+4,336+8%$2.6M$2.8M+$196.8K2026-10-13
Laurel Wealth Planning LLC
DECREASED52,73153,505-774-1%$2.7M$2.7M-$62.7K2026-11-02
Walkner Condon Financial Advisors LLC
INCREASED52,06245,375+6,687+15%$2.3M$2.6M+$318.1K2026-11-02
Pecaut & Co.
INCREASED51,86541,785+10,080+24%$2.1M$2.6M+$491.2K2026-10-27
Selby Wealth Management, LLC
DECREASED51,70651,801-950%$2.6M$2.6M-$27.6K2026-10-16
Horizon Wealth Management, LLC
NEW47,842—+47,842——$2.4M—2026-11-02
Sunburst Financial Group, LLC
DECREASED45,95245,984-320%$2.3M$2.3M-$21.8K2026-10-09
Copper Harbor Investment Advisors, LLC
INCREASED45,91714,464+31,453+217%$737.7K$2.3M+$1.6M2026-10-16
Focus Financial Network, Inc.
DECREASED45,24646,040-794-2%$2.3M$2.3M-$60.4K2026-10-14
Alpha Omega Wealth Management LLC
INCREASED45,11136,128+8,983+25%$1.8M$2.3M+$438.3K2026-10-23
Fulton Bank, N.A.
DECREASED44,47444,554-800%$2.3M$2.2M-$23.6K2026-10-14
Bfsg, LLC
INCREASED43,96441,489+2,475+6%$2.1M$2.2M+$106.9K2026-10-30
Legacy Private Trust Co.
DECREASED43,43369,450-26,017-37%$3.5M$2.2M-$1.3M2026-10-06
Sound Portfolio Advisors, LLC
DECREASED42,01446,062-4,048-9%$2.3M$2.1M-$224.9K2026-11-05
Richard P Slaughter Associates Inc
DECREASED41,66359,181-17,518-30%$3.0M$2.1M-$911.7K2026-10-13
Firestone Capital Management
DECREASED41,30951,798-10,489-20%$2.6M$2.1M-$553.2K2026-11-03
Creative Planning
INCREASED40,89340,233+660+2%$2.1M$2.1M+$15.7K2026-11-02
Three Bridge Wealth Advisors, LLC
DECREASED40,89241,617-725-2%$2.1M$2.1M-$54.9K2026-11-05
Tennessee Valley Asset Management Partners
INCREASED40,20735,042+5,165+15%$1.8M$2.0M+$245.7K2026-11-03
Kestra Private Wealth Services, LLC
INCREASED39,16935,088+4,081+12%$1.8M$2.0M+$190.9K2026-10-30
PFW Advisors LLC
INCREASED39,14122,920+16,221+71%$1.2M$2.0M+$810.0K2026-10-07
Founders Grove Wealth Partners, LLC
INCREASED38,19737,719+478+1%$1.9M$1.9M+$7.6K2026-10-16
WealthBridge Capital Management, LLC
INCREASED37,91536,211+1,704+5%$1.8M$1.9M+$70.2K2026-10-16
Jacobi Capital Management LLC
INCREASED37,42133,776+3,645+11%$1.7M$1.9M+$169.4K2026-11-05
Cooper Financial Group
DECREASED37,19943,967-6,768-15%$2.2M$1.9M-$361.5K2026-10-07
Narus Financial Partners, LLC
INCREASED36,01533,965+2,050+6%$1.7M$1.8M+$88.7K2026-10-19
Galvin, Gaustad & Stein, LLC
INCREASED34,66434,021+643+2%$1.7M$1.8M+$17.6K2026-10-08
Daymark Wealth Partners, LLC
DECREASED34,65635,707-1,051-3%$1.8M$1.8M-$68.9K2026-11-04
Independent Financial Group, LLC
DECREASED34,58635,930-1,344-4%$1.8M$1.7M-$83.7K2026-10-13
Rossmore Private Capital
DECREASED34,57752,357-17,780-34%$2.7M$1.7M-$922.0K2026-10-27
ZWJ Investment Counsel Inc
DECREASED34,47436,995-2,521-7%$1.9M$1.7M-$143.7K2026-10-15
MGO One Seven LLC
DECREASED33,25534,060-805-2%$1.7M$1.7M-$55.7K2026-10-28
Summit Place Financial Advisors, LLC
DECREASED33,00049,500-16,500-33%$2.5M$1.7M-$856.0K2026-10-23
Kooman & Associates
DECREASED31,90035,030-3,130-9%$1.8M$1.6M-$173.7K2026-10-21
Goelzer Investment Management, Inc.
DECREASED31,62542,043-10,418-25%$2.1M$1.6M-$545.2K2026-10-16
SteelPeak Wealth, LLC
DECREASED31,35833,819-2,461-7%$1.7M$1.6M-$139.3K2026-10-16
Skyline Advisors, Inc.
INCREASED30,79129,491+1,300+4%$1.5M$1.6M+$52.8K2026-11-03
Elevation Point Wealth Partners, LLC
INCREASED30,10127,756+2,345+8%$1.4M$1.5M+$106.4K2026-11-05
Baker Ellis Asset Management LLC
UNCHANGED29,80029,80000%$1.5M$1.5M-$13.1K2026-10-14
USAdvisors Wealth Management, LLC
INCREASED29,65729,347+310+1%$1.5M$1.5K-$1.5M2026-10-21
NavPoint Financial, Inc.
DECREASED28,67259,810-31,138-52%$3.1M$1.4M-$1.6M2026-10-21
Canvas Wealth Advisors, LLC
DECREASED28,40047,075-18,675-40%$2.4M$1.4M-$953.6K2026-11-02
Apollon Wealth Management, LLC
INCREASED28,22923,010+5,219+23%$1.2M$1.4M+$253.8K2026-10-23
Princeton Global Asset Management LLC
INCREASED28,20628,043+163+1%$1.4M$1.4M-$4.1K2026-10-21
Meridian Financial Partners LLC
NEW28,153—+28,153——$1.4M—2026-10-23
Shum Financial Group, Inc.
DECREASED28,08933,986-5,897-17%$1.7M$1.4M-$313.1K2026-10-13
Kathmere Capital Management, LLC
DECREASED27,98828,980-992-3%$1.5M$1.4M-$62.9K2026-10-20
Peterson Wealth Advisors, LLC
DECREASED26,81336,133-9,320-26%$1.8M$1.4M-$487.1K2026-10-08
BayBridge Capital Group, LLC
DECREASED26,70931,115-4,406-14%$1.6M$1.4M-$236.4K2026-10-13
Sage Financial Group Inc
INCREASED26,44724,282+2,165+9%$1.2M$1.3M+$98.8K2026-10-27
Essex Bank
INCREASED26,28426,104+180+1%$1.3M$1.3M-$2.4K2026-10-16
Ascentis Independent Advisors
NEW26,058—+26,058——$1.3M—2026-11-03
Bison Wealth, LLC
INCREASED25,97925,757+222+1%$1.3M$1.3M+$3.8K2026-10-13
LiftPoint Family Wealth Advisors LLC
INCREASED25,3749,025+16,349+181%$460.3K$1.3M+$822.6K2026-11-03
Avior Wealth Management, LLC
NEW25,254—+25,254——$1.3M—2026-10-13
Paladin Wealth, LLC
INCREASED25,12719,729+5,398+27%$1.0M$1.3M+$264.3K2026-10-23
Impact Capital Partners LLC
DECREASED24,87127,639-2,768-10%$1.4M$1.3M-$152.1K2026-10-22
Private Trust Co NA
INCREASED24,74821,886+2,862+13%$1.1M$1.3M+$135.1K2026-10-20
Soltis Investment Advisors LLC
INCREASED24,57123,550+1,021+4%$1.2M$1.2M+$41.3K2026-10-28
Philip James Wealth Mangement, LLC
INCREASED23,91623,298+618+3%$1.2M$1.2M+$21.0K2026-10-27
Thryve Wealth Management LLC
INCREASED22,83910,404+12,435+120%$530.6K$1.2M+$624.1K2026-10-09
Directional Asset Management
INCREASED22,74620,796+1,950+9%$1.1M$1.2M+$89.5K2026-10-22
Aries Wealth Management
DECREASED21,98027,355-5,375-20%$1.4M$1.1M-$283.8K2026-10-23
Carlson Financial, Inc.
INCREASED21,96820,150+1,818+9%$1.0M$1.1M+$83.0K2026-11-05
Olio Financial Planning
INCREASED21,17620,171+1,005+5%$1.0M$1.1M+$41.9K2026-10-22
Clear Point Advisors Inc.
DECREASED20,38321,022-639-3%$1.1M$1.0M-$41.6K2026-10-30
Kuhn & Co Investment Counsel
INCREASED20,35419,841+513+3%$1.0M$1.0M+$17.2K2026-10-29
Marion Wealth Management
UNCHANGED20,32620,32600%$1.0M$1.0M-$8.9K2026-10-22
Thompson Davis & Co., Inc.
UNCHANGED20,30120,30100%$1.0M$1.0M-$8.9K2026-11-05
Tranquility Partners, LLC
UNCHANGED20,04920,04900%$1.0M$1.0M-$8.8K2026-10-20
Prevail Innovative Wealth Advisors, LLC
UNCHANGED19,81319,81300%$1.0M$1.0M-$8.5K2026-10-20
Carnegie Investment Counsel
INCREASED19,67417,299+2,375+14%$882.2K$994.7K+$112.5K2026-10-20
Rooted Wealth Advisors, Inc.
UNCHANGED19,32519,32500%$985.6K$985.6K$02026-11-03
Allen Capital Group, LLC
DECREASED19,10621,359-2,253-11%$1.1M$966.0K-$123.3K2026-10-27
Flagstar Securities, Inc
INCREASED18,9736,727+12,246+182%$343.1K$959.3K+$616.2K2026-10-15
Jnba Financial Advisors
UNCHANGED18,90718,90700%$964.3K$955.9K-$8.3K2026-11-03
Key FInancial Inc
INCREASED18,89510,210+8,685+85%$520.7K$955.3K+$434.6K2026-11-02
Oasis Advisors, LLC
INCREASED18,75714,827+3,930+27%$756.2K$948.4K+$192.2K2026-10-16
Shore Point Advisors, LLC
INCREASED17,6868,098+9,588+118%$413.0K$894.2K+$481.2K2026-10-14
Woodmont Investment Counsel LLC
INCREASED17,45516,857+598+4%$859.7K$882.5K+$22.8K2026-10-29
AdvisorNet Financial, Inc
DECREASED17,36250,024-32,662-65%$2.6M$879.7K-$1.7M2026-10-15
Madrid Wealth Management, LLC
INCREASED17,04515,245+1,800+12%$777.5K$861.8K+$84.3K2026-10-23
United Advisor Group, LLC
DECREASED17,01922,635-5,616-25%$1.2M$860.5K-$293.9K2026-11-03
Prospera Financial Services Inc
INCREASED16,7738,965+7,808+87%$457.2K$854.8K+$397.5K2026-11-04
Paradigm, Strategies in Wealth Management, LLC
DECREASED16,20031,646-15,446-49%$1.6M$819.1K-$794.9K2026-10-16
Cyndeo Wealth Partners, LLC
DECREASED16,00216,609-607-4%$847.1K$809.1K-$38.0K2026-10-16
M Holdings Securities, Inc.
NEW15,813—+15,813——$800.0K—2026-11-03
Unique Wealth, LLC
DECREASED15,67717,106-1,429-8%$872.4K$792.6K-$79.8K2026-10-16
XY Planning Network, Inc.
INCREASED15,60212,931+2,671+21%$659.5K$788.8K+$129.3K2026-10-14
Intergy Private Wealth, LLC
DECREASED15,44716,896-1,449-9%$861.7K$781.0K-$80.7K2026-10-16
Beese Fulmer Investment Management, Inc.
UNCHANGED15,43615,43600%$787.2K$780.4K-$6.8K2026-10-23
Mallini Complete Financial Planning LLC
INCREASED15,18715,092+95+1%$769.7K$767.9K-$1.9K2026-10-06
Indivisible Partners
INCREASED14,83214,159+673+5%$722.1K$749.9K+$27.8K2026-10-26
Curran Financial Partners, LLC
INCREASED14,71612,856+1,860+14%$655.7K$744.0K+$88.4K2026-11-04
Cypress Capital Group
DECREASED14,68518,585-3,900-21%$947.8K$742.5K-$205.4K2026-11-03
Mcdonald Partners LLC
UNCHANGED14,60014,60000%$744.6K$738.2K-$6.4K2026-11-03
Ryan Investment Management, Inc.
NEW14,578—+14,578——$737.1K—2026-10-20
StoneX Group Inc.
NEW14,496—+14,496——$738.7K—2026-11-03
Adamsbrown Wealth Consultants LLC
DECREASED14,13918,739-4,600-25%$955.7K$714.9K-$240.8K2026-10-20
Occidental Asset Management, LLC
INCREASED14,06512,173+1,892+16%$620.8K$711.1K+$90.3K2026-11-05
Acropolis Investment Management, LLC
UNCHANGED13,14813,14800%$670.5K$664.8K-$5.8K2026-10-08
Eagle Bluffs Wealth Management LLC
DECREASED13,14414,442-1,298-9%$736.5K$664.6K-$72.0K2026-10-20
Old Port Advisors
INCREASED12,77112,059+712+6%$615.0K$645.7K+$30.7K2026-10-23
Tenet Wealth Partners, LLC
DECREASED12,76215,561-2,799-18%$792.3K$645.2K-$147.0K2026-10-19
LexAurum Advisors, LLC
DECREASED12,57139,109-26,538-68%$2.0M$635.6K-$1.4M2026-10-19
Amplius Wealth Advisors, LLC
INCREASED12,2888,372+3,916+47%$427.0K$621.3K+$194.3K2026-10-20
San Luis Wealth Advisors LLC
UNCHANGED12,22312,22300%$623.4K$618.0K-$5.4K2026-10-27
Members Wealth LLC
UNCHANGED12,22012,22000%$623.2K$618.0K-$5.3K2026-10-20
Genesis Private Wealth, LLC
UNCHANGED12,05212,05200%$614.7K$609.3K-$5.3K2026-11-02
1900 Wealth Management LLC
DECREASED11,94231,538-19,596-62%$1.6M$603.8K-$1.0M2026-10-13
Adell Harriman & Carpenter Inc
UNCHANGED11,75011,75000%$599.3K$594.1K-$5.2K2026-11-02
Meridian Financial Advisors, LLC
DECREASED11,50711,900-393-3%$606.9K$581.8K-$25.1K2026-10-14
Eagle Harbor Asset Management Inc
UNCHANGED11,45111,45100%$584.0K$579.0K-$5.0K2026-10-21
Klingman & Associates, LLC
DECREASED11,37915,293-3,914-26%$779.9K$575.3K-$204.6K2026-10-20
Aletheian Wealth Advisors LLC
INCREASED11,37610,900+476+4%$555.9K$575.2K+$19.3K2026-10-08
Centurion Wealth Management LLC
UNCHANGED11,35211,35200%$579.0K$574.0K-$5.0K2026-10-13
James J. Burns & Company, LLC
DECREASED11,25637,844-26,588-70%$1.9M$569.1K-$1.4M2026-10-22
Peak Financial Advisors LLC
INCREASED11,2548,823+2,431+28%$450.0K$569.0K+$119.0K2026-10-28
Apella Capital, LLC
INCREASED11,22011,150+70+1%$567.6K$567.4K-$2362026-10-08
ProCore Advisors, LLC
DECREASED11,21011,700-490-4%$596.7K$566.8K-$29.9K2026-10-14
Family Office Research LLC
INCREASED11,04610,978+68+1%$559.9K$558.5K-$1.4K2026-10-14
Souders Financial Advisors
DECREASED11,01812,280-1,262-10%$626.3K$557.1K-$69.2K2026-11-03
Gradient Capital Advisors, LLC
UNCHANGED10,85910,85900%$553.8K$549.0K-$4.8K2026-10-21
Collective Family Office LLC
NEW10,828—+10,828——$547.5K—2026-10-05
RFG Advisory, LLC
NEW10,736—+10,736——$542.8K—2026-11-03
Optima Capital LLC
NEW10,659—+10,659——$538.9K—2026-10-29
Hartford Financial Management Inc.
INCREASED10,44610,412+34+0%$531.0K$528.2K-$2.9K2026-10-21
Quadcap Wealth Management, LLC
DECREASED10,42415,544-5,120-33%$792.7K$527.0K-$265.7K2026-11-02
HUB Investment Partners, LLC
DECREASED10,36118,301-7,940-43%$933.4K$523.9K-$409.5K2026-11-03
Verdence Capital Advisors LLC
UNCHANGED10,25410,25400%$523.0K$518.4K-$4.5K2026-10-26
Syntegra Private Wealth Group, LLC
DECREASED9,94610,674-728-7%$544.4K$502.9K-$41.5K2026-10-13
Entrewealth, LLC
INCREASED9,8809,846+34+0%$501.0K$499.5K-$1.4K2026-10-14
Rossby Financial, LCC
INCREASED9,7099,697+12+0%$494.5K$490.9K-$3.6K2026-11-05
Johnson Bixby & Associates, LLC
UNCHANGED9,4489,44800%$481.8K$477.7K-$4.2K2026-10-14
Avaii Wealth Management, LLC
DECREASED9,4329,690-258-3%$494.2K$476.9K-$17.3K2026-10-09
Birchwood Financial Partners, Inc.
INCREASED9,3522,959+6,393+216%$150.9K$472.8K+$321.9K2026-11-02
Sincerus Advisory, LLC
INCREASED9,2418,762+479+5%$446.9K$467.2K+$20.3K2026-10-09
Ellis Investment Partners, LLC
INCREASED9,1869,129+57+1%$465.6K$464.5K-$1.1K2026-10-21
Thoma Capital Management LLC
INCREASED9,0045,012+3,992+80%$255.6K$455.2K+$199.6K2026-10-19
Integrity Wealth Advisors, Inc.
NEW8,945—+8,945——$452.3K—2026-10-29
Strategic Blueprint, LLC
DECREASED8,90411,909-3,005-25%$607.4K$450.2K-$157.2K2026-10-22
Fifth Third Bancorp
DECREASED8,85214,437-5,585-39%$736.3K$447.6K-$288.7K2026-11-05
Curbstone Financial Management Corp
UNCHANGED8,8008,80000%$448.8K$444.9K-$3.9K2026-10-21
Csenge Advisory Group
INCREASED8,7978,795+2+0%$448.6K$444.8K-$3.8K2026-11-04
Kwmg, LLC
DECREASED8,75818,844-10,086-54%$961.0K$442.8K-$518.2K2026-10-07
Confluence Wealth Services, Inc.
DECREASED8,6008,800-200-2%$448.8K$434.8K-$14.0K2026-11-05
Novem Group
UNCHANGED8,5958,59500%$438.3K$434.6K-$3.8K2026-10-19
626 Financial, LLC
NEW8,505—+8,505——$430.0K—2026-11-04
Asio Capital, LLC
INCREASED8,0004,100+3,900+95%$209.1K$404.5K+$195.4K2026-10-19
M Wealth Management, LLC
INCREASED7,9127,863+49+1%$401.0K$400.0K-$9742026-10-14
Warren Street Wealth Advisors, LLC
NEW7,906—+7,906——$399.7K—2026-11-04
Procyon Advisors, LLC
UNCHANGED7,8557,85500%$400.6K$397.1K-$3.5K2026-10-21
Cahaba Wealth Management, Inc.
INCREASED7,8246,306+1,518+24%$321.6K$395.6K+$74.0K2026-10-26
Colonial River Investments, LLC
INCREASED7,8097,494+315+4%$382.2K$394.8K+$12.6K2026-10-19
Triumph Capital Management
INCREASED7,8026,515+1,287+20%$332.3K$394.5K+$62.2K2026-10-14
Sonata Capital Group Inc
UNCHANGED7,7927,79200%$397.4K$394.0K-$3.4K2026-10-19
Grimes & Co Wealth Management, LLC
INCREASED7,7357,687+48+1%$392.0K$391.1K-$9522026-10-29
Commonwealth Financial Services, LLC
DECREASED7,6949,949-2,255-23%$507.4K$389.0K-$118.4K2026-10-20
Redmond Asset Management, LLC
DECREASED7,60010,600-3,000-28%$540.6K$384.3K-$156.3K2026-10-27
Smithbridge Asset Management Inc
DECREASED7,5748,059-485-6%$411.0K$382.9K-$28.1K2026-10-19
Concurrent Investment Advisors, LLC
DECREASED7,31431,448-24,134-77%$1.6M$369.8K-$1.2M2026-10-16
Beverly Hills Private Wealth, LLC
INCREASED7,2185,496+1,722+31%$280.3K$364.9K+$84.6K2026-11-04
Total Clarity Wealth Management, Inc.
DECREASED7,1817,514-333-4%$383.2K$363.1K-$20.1K2026-10-26
Verus Capital Partners, LLC
INCREASED7,1207,107+13+0%$362.5K$360.0K-$2.5K2026-11-03
MassMutual Private Wealth & Trust, FSB
DECREASED7,0527,817-765-10%$398.7K$356.5K-$42.1K2026-10-05
Capital Advisors, Ltd. LLC
UNCHANGED6,9506,95000%$354$351-$32026-10-27
Quantum Financial Partners LLC
NEW6,899—+6,899——$348.8K—2026-10-19
Lifelong Wealth Advisors, Inc.
DECREASED6,8918,072-1,181-15%$411.7K$348.4K-$63.3K2026-10-19
Archford Capital Strategies, LLC
DECREASED6,7836,891-108-2%$351.4K$342.9K-$8.5K2026-10-19
Private Wealth Group, LLC
INCREASED6,6295,972+657+11%$304.6K$335.2K+$30.6K2026-10-19
Cap Partners, LLC
DECREASED6,6106,769-159-2%$345.2K$334.2K-$11.0K2026-10-19
Centerline Wealth Advisors, LLC
INCREASED6,4774,494+1,983+44%$229.2K$327.5K+$98.3K2026-10-15
Balefire, LLC
UNCHANGED6,4106,41000%$326.9K$324.1K-$2.8K2026-10-09
Fullerton Advisors, LLC
DECREASED6,3516,518-167-3%$332.4K$321.1K-$11.3K2026-10-14
International Assets Investment Management, LLC
INCREASED6,3156,135+180+3%$312.3K$319.0K+$6.7K2026-11-02
Claro Advisors Inc.
DECREASED6,30011,334-5,034-44%$578.0K$318.5K-$259.5K2026-11-02
Gill Capital Partners, LLC
UNCHANGED6,2766,27600%$320.1K$317.3K-$2.8K2026-10-13
Integrated Advisors Network LLC
INCREASED6,1214,149+1,972+48%$211.6K$309.5K+$97.9K2026-10-20
Global Trust Asset Management, LLC
UNCHANGED6,0506,05000%$308.6K$305.9K-$2.7K2026-10-19
Town Capital LLC
UNCHANGED6,0196,01900%$307.0K$304.3K-$2.6K2026-11-03
Shayne & Jacobs, LLC
UNCHANGED6,0006,00000%$306.0K$303.4K-$2.6K2026-10-21
GGM Financial LLC
INCREASED5,9672,601+3,366+129%$132.7K$301.7K+$169.1K2026-11-05
Lineweaver Wealth Advisors, LLC
INCREASED5,9085,891+17+0%$300.4K$298.7K-$1.7K2026-10-13
Choice Wealth Advisors LLC
UNCHANGED5,9005,90000%$300.9K$298.3K-$2.6K2026-10-16
Segment Wealth Management, LLC
UNCHANGED5,8705,87000%$299.4K$296.8K-$2.6K2026-10-26
Roberts Wealth Advisors, LLC
INCREASED5,6834,411+1,272+29%$225.0K$287.3K+$62.4K2026-10-14
Atria Investments, Inc
NEW5,630—+5,630——$284.7K—2026-10-15
J.W. Cole Advisors, Inc.
DECREASED5,3636,139-776-13%$313.1K$271.2K-$41.9K2026-11-05
Gerald Baker Financial Group LLC
DECREASED5,3116,267-956-15%$319.6K$268.5K-$51.1K2026-10-09
Herold Advisors, Inc.
INCREASED5,3024,802+500+10%$247.0K$268.0K+$21.0K2026-10-19
Lifestyle Asset Management, Inc.
DECREASED5,2826,440-1,158-18%$328.4K$267.0K-$61.4K2026-10-20
Allegheny Financial Group
INCREASED5,1554,194+961+23%$213.9K$260.7K+$46.7K2026-11-05
CWC Advisors, Llc.
INCREASED5,0545,042+12+0%$257.1K$255.5K-$1.6K2026-10-15
WealthCare Investment Partners, LLC
DECREASED5,0177,212-2,195-30%$367.8K$253.7K-$114.1K2026-11-05
New Capital Management LP
UNCHANGED5,0035,00300%$255.2K$253.0K-$2.2K2026-10-29
Provenance Wealth Advisors, LLC
NEW4,842—+4,842——$244.8K—2026-10-30
Harbor Group, Inc.
INCREASED4,8014,771+30+1%$243.3K$242.7K-$5912026-10-14
Arbor Investment Advisors, LLC
UNCHANGED4,7004,70000%$239.7K$237.6K-$2.1K2026-10-26
Sentinel Trust Co LBA
DECREASED4,5105,099-589-12%$260$228.0K+$227.7K2026-11-03
Integrity Advisory Solutions, LLC
NEW4,465—+4,465——$225.8K—2026-10-29
Symphony Financial, Ltd. Co.
INCREASED4,4414,324+117+3%$220.5K$224.6K+$4.1K2026-10-22
Newman Dignan & Sheerar, Inc.
DECREASED4,4335,101-668-13%$260.1K$224.1K-$36.0K2026-10-21
SpringVest Wealth Management LLC
UNCHANGED4,4004,40000%$224.4K$222.5K-$1.9K2026-10-27
Semus Wealth Partners LLC
INCREASED4,3894,362+27+1%$222.4K$221.9K-$5402026-10-22
MLG Wealth Management DBA Pine Grove Financial Group
NEW4,356—+4,356——$220.2K—2026-10-13
River's Edge Wealth Management, LLC
NEW4,222—+4,222——$214.2K—2026-10-19
Quantify Chaos Advisors, LLC
DECREASED4,22213,727-9,505-69%$700.1K$213.5K-$486.6K2026-11-04
Midwest Trust Co
NEW4,053—+4,053——$204.9K—2026-10-22
Chicago Partners Investment Group LLC
UNCHANGED3,9423,94200%$200.6K$200.6K+$792026-10-27
Elevation Wealth Partners, LLC
UNCHANGED2,7902,79000%$142.3K$141.1K-$1.2K2026-10-07
Signature Equity Partners, LLC
NEW2,045—+2,045——$103.4K—2026-10-29
Caldwell Trust Co
NEW2,040—+2,040——$103.1K—2026-10-30
NBH Bank
DECREASED1,9593,259-1,300-40%$166.2K$99.0K-$67.2K2026-11-05
Cherry Tree Wealth Management, LLC
INCREASED1,778884+894+101%$45.1K$89.9K+$44.8K2026-10-15
EPG Wealth Management LLC
INCREASED1,6981,688+10+1%$86.1K$85.9K-$2442026-11-03
Clark Wealth Partners
INCREASED1,6581,648+10+1%$84.1K$83.8K-$2042026-10-19
MidAtlantic Capital Management, Inc.
NEW1,565—+1,565——$79.1K—2026-11-05
Mainstream Capital Management LLC
NEW1,182—+1,182——$59.8K—2026-10-23
Trust Co of Vermont
NEW1,181—+1,181——$59.7K—2026-10-21
Gamma Investing LLC
INCREASED1,1601,155+5+0%$58.9K$58.7K-$2552026-10-08
Transce3nd, LLC
DECREASED1,1533,721-2,568-69%$189.5K$58.6K-$130.9K2026-10-26
Parkside Financial Bank & Trust
DECREASED1,1291,145-16-1%$58.4K$57.1K-$1.3K2026-10-27
Financial Perspectives, Inc
UNCHANGED83383300%$42.5K$42.1K-$3672026-11-03
Blue Trust, Inc.
NEW744—+744——$37.6K—2026-10-15
Allspring Global Investments Holdings, LLC
UNCHANGED70170100%$35.7K$35.4K-$2092026-11-04
Essential Investment Partners LLC
UNCHANGED70070000%$35.7K$35.4K-$3082026-10-27
Montag A & Associates Inc
DECREASED6001,820-1,220-67%$92.8K$30.3K-$62.5K2026-10-29
Cullen T Bankers, Inc.
NEW579—+579——$29.3K—2026-10-28
US Bancorp \de\
DECREASED5681,153-585-51%$58.8K$28.7K-$30.1K2026-11-05
Financial Network Wealth Advisors LLC
DECREASED443673-230-34%$34.3K$22.4K-$11.9K2026-10-28
West Paces Advisors Inc.
DECREASED3903,945-3,555-90%$201.2K$19.7K-$181.5K2026-10-13
Signature Resources Capital Management, LLC
UNCHANGED36536500%$18.6K$18.5K-$1612026-10-16
Smallwood Wealth Investment Management, LLC
DECREASED207227-20-9%$11.6K$10.5K-$1.1K2026-10-30
1620 Investment Advisors, Inc.
DECREASED199489-290-59%$24.9K$10.1K-$14.9K2026-11-04
Creative Financial Designs Inc
INCREASED190188+2+1%$9.6K$9.6K-$232026-11-04
EverSource Wealth Advisors, LLC
NEW100—+100——$5.1K—2026-11-04
Dhjj Financial Advisors, Ltd.
NEW20—+20——$1.0K—2026-10-23
J.Safra Asset Management Corp
CLOSED096,869-96,869-100%$4.9M$0-$4.9M2026-11-03
VestGen Advisors, LLC
CLOSED082,570-82,570-100%$4.2M$0-$4.2M2026-10-27
Stonebridge Financial Group, LLC
CLOSED056,149-56,149-100%$2.9M$0-$2.9M2026-10-01
Mission Wealth Management, LP
CLOSED043,360-43,360-100%$2.2M$0-$2.2M2026-10-15
FAI Advisors, Inc.
CLOSED010,913-10,913-100%$556.6K$0-$556.6K2026-10-27
IMZ Advisory Inc
CLOSED010,731-10,731-100%$547.3K$0-$547.3K2026-11-03
MCF Advisors LLC
CLOSED06,890-6,890-100%$351.4K$0-$351.4K2026-10-28
Schwallier Wealth Management LLC
CLOSED06,607-6,607-100%$336.9K$0-$336.9K2026-11-05
Tortuga Wealth Management, Inc
CLOSED06,548-6,548-100%$334.0K$0-$334.0K2026-10-27
Nations Financial Group Inc,
CLOSED05,668-5,668-100%$289.1K$0-$289.1K2026-11-05
Keudell ison Wealth Management
CLOSED04,935-4,935-100%$251.7K$0-$251.7K2026-10-16
Titleist Asset Management, LLC
CLOSED04,625-4,625-100%$235.9K$0-$235.9K2026-10-08
Midway Capital Research & Management
CLOSED0688-688-100%$35.1K$0-$35.1K2026-10-20
Cornerstone Planning Group LLC
CLOSED0632-632-100%$32.1K$0-$32.1K2026-10-16
Bank of America Corp
N/A—4,618,229-4,618,229-100%$235.5M———
Northwestern Mutual Wealth Management Co
N/A—3,833,193-3,833,193-100%$195.5M———
LPL Financial LLC
N/A—3,079,442-3,079,442-100%$157.1M———
Wells Fargo & Company
N/A—1,577,056-1,577,056-100%$80.4M———
FMR LLC
N/A—1,380,788-1,380,788-100%$70.4M———
JPMorgan Chase & Co
N/A—1,199,281-1,199,281-100%$61.2M———
UBS Group AG
N/A—1,081,228-1,081,228-100%$55.1M———
Raymond James Financial Inc
N/A—960,457-960,457-100%$49.0M———
Osaic Holdings, Inc.
N/A—716,864-716,864-100%$36.6M———
Royal Bank of Canada
N/A—710,261-710,261-100%$36.2M———
Bridgewater Advisors Inc.
N/A—678,796-678,796-100%$34.5M———
NorthRock Partners, LLC
N/A—662,850-662,850-100%$33.8M———
Mariner, LLC
N/A—614,234-614,234-100%$31.3M———
Cerity Partners LLC
N/A—604,676-604,676-100%$30.8M———
Integrated Wealth Concepts LLC
N/A—590,310-590,310-100%$30.1M———
Jones Financial Companies Lllp
N/A—543,104-543,104-100%$27.7M———
Focus Partners Wealth
N/A—524,475-524,475-100%$26.7M———
HighTower Advisors, LLC
N/A—511,979-511,979-100%$26.1M———
Rockefeller Capital Management L.P.
N/A—502,899-502,899-100%$25.6M———
Flputnam Investment Management Co
N/A—494,703-494,703-100%$25.2M———
TFO Wealth Partners, LLC
N/A—492,234-492,234-100%$25.1M———
Franklin Resources Inc
N/A—480,527-480,527-100%$24.5M———
SouthState Bank Corp
N/A—466,374-466,374-100%$23.8M———
Dynasty Wealth Management, LLC
N/A—452,116-452,116-100%$23.1M———
Cetera Investment Advisers
N/A—446,304-446,304-100%$22.8M———
WCG Wealth Advisors LLC
N/A—442,140-442,140-100%$22.5M———
Captrust Financial Advisors
N/A—411,148-411,148-100%$21.0M———
Private Advisor Group, LLC
N/A—381,476-381,476-100%$19.5M———
Red Door Wealth Management, LLC
N/A—310,180-310,180-100%$15.8M———
Stifel Financial Corp
N/A—293,012-293,012-100%$14.9M———
Envestnet Asset Management Inc
N/A—283,757-283,757-100%$14.5M———
NewEdge Advisors, LLC
N/A—278,708-278,708-100%$14.2M———
Great Valley Advisor Group, Inc.
N/A—268,058-268,058-100%$13.7M———
Sequoia Financial Advisors, LLC
N/A—257,948-257,948-100%$13.2M———
Auxano Advisors, LLC
N/A—237,243-237,243-100%$12.1M———
Elequin Capital, LP
N/A—236,301-236,301-100%$12.1M———
Fiduciary Trust Co
N/A—231,332-231,332-100%$11.8M———
TD Capital Management LLC
N/A—198,650-198,650-100%$10.1M———
Summit Financial, LLC
N/A—186,728-186,728-100%$9.5M———
Quotient Wealth Partners, LLC
N/A—165,677-165,677-100%$8.4M———
Vertex Planning Partners, LLC
N/A—157,816-157,816-100%$8.0M———
Stratos Wealth Partners, Ltd.
N/A—152,465-152,465-100%$7.8M———
Southeast Asset Advisors, LLC
N/A—143,600-143,600-100%$7.3M———
Per Stirling Capital Management, Llc.
N/A—143,243-143,243-100%$7.3M———
Sierra Capital LLC
N/A—137,619-137,619-100%$7.0M———
EP Wealth Advisors, LLC
N/A—130,874-130,874-100%$6.7M———
Mercer Global Advisors Inc
N/A—127,481-127,481-100%$6.5M———
Prosperity Consulting Group, LLC
N/A—127,414-127,414-100%$6.5M———
Aptus Capital Advisors, LLC
N/A—125,043-125,043-100%$6.4M———
Manning & Napier Advisors LLC
N/A—120,084-120,084-100%$6.1M———
PNC Financial Services Group, Inc.
N/A—116,144-116,144-100%$5.9M———
Capital Analysts, LLC
N/A—113,781-113,781-100%$5.8M———
Savvy Advisors, Inc.
N/A—110,657-110,657-100%$5.6M———
Ironwood Investment Counsel, LLC
N/A—104,355-104,355-100%$5.3M———
Clearstead Advisors, LLC
N/A—97,960-97,960-100%$5.0M———
MML Investors Services, LLC
N/A—97,690-97,690-100%$5.0M———
Jupiter Wealth Management LLC
N/A—90,000-90,000-100%$4.6M———
Tradewinds, Llc.
N/A—89,730-89,730-100%$985.6K———
RPg Family Wealth Advisory, LLC
N/A—89,649-89,649-100%$4.6M———
Sanctuary Advisors, LLC
N/A—88,008-88,008-100%$4.5M———
CFO4Life Group, LLC
N/A—87,863-87,863-100%$4.5M———
Mutual Advisors, LLC
N/A—84,762-84,762-100%$4.3M———
Essex Financial Services, Inc.
N/A—83,534-83,534-100%$4.3M———
Fairview Capital Investment Management, LLC
N/A—81,200-81,200-100%$4.1M———
Geneos Wealth Management Inc.
N/A—79,620-79,620-100%$4.1M———
Quantinno Capital Management LP
N/A—78,122-78,122-100%$4.0M———
Kintra Wealth, LLC
N/A—78,002-78,002-100%$4.0M———
Ancora Advisors LLCA
N/A—77,711-77,711-100%$4.0M———
Ameritas Advisory Services, LLC
N/A—75,182-75,182-100%$3.8M———
Perspective Wealth Advisors LLC
N/A—71,896-71,896-100%$3.7M———
IF Advisors, LLC
N/A—69,000-69,000-100%$3.5M———
CCG Wealth Management, LLC
N/A—65,597-65,597-100%$3.3M———
NCM Capital Management, LLC
N/A—65,165-65,165-100%$3.3M———
Natixis Advisors, LLC
N/A—64,372-64,372-100%$3.3M———
Arax Advisory Partners
N/A—60,143-60,143-100%$3.1M———
Granite Bay Wealth Management, LLC
N/A—58,090-58,090-100%$3.0M———
Wills Financial Group LLC
N/A—57,124-57,124-100%$2.9M———
Financial Engines Advisors L.L.C.
N/A—55,282-55,282-100%$2.8M———
McNamara Financial Services, Inc.
N/A—54,132-54,132-100%$2.8M———
Advisory Services Network, LLC
N/A—53,831-53,831-100%$2.7M———
Main Street Financial Solutions, LLC
N/A—51,803-51,803-100%$2.6M———
BNP Paribas Financial Markets
N/A—51,315-51,315-100%$2.6M———
Causey Wealth LLC
N/A—50,980-50,980-100%$2.6M———
Morgan Stanley
N/A—50,734-50,734-100%$2.6M———
IHT Wealth Management, LLC
N/A—50,361-50,361-100%$2.6M———
Beacon Pointe Advisors, LLC
N/A—49,288-49,288-100%$2.5M———
Macro Advisors, Inc.
N/A—46,839-46,839-100%$2.4M———
Sargent Investment Group, LLC
N/A—46,511-46,511-100%$2.4M———
Summit Wealth Partners, LLC
N/A—46,003-46,003-100%$2.3M———
Castlekeep Investment Advisors LLC
N/A—45,617-45,617-100%$2.3M———
Modern Wealth Management, LLC
N/A—45,410-45,410-100%$2.3M———
Equitable Holdings, Inc.
N/A—43,985-43,985-100%$2.2M———
Pinnacle Financial Partners, Inc.
N/A—43,823-43,823-100%$2.2M———
Second Line Capital, LLC
N/A—43,654-43,654-100%$2.2M———
Merit Financial Group, LLC
N/A—43,190-43,190-100%$2.2M———
&partners
N/A—41,008-41,008-100%$2.1M———
Carter Financial, LLC
N/A—40,016-40,016-100%$2.0M———
Tortoise Investment Management, LLC
N/A—40,000-40,000-100%$2.0M———
IAG Wealth Partners, LLC
N/A—39,631-39,631-100%$2.0M———
Circle Wealth Management, LLC
N/A—39,460-39,460-100%$2.0M———
Bluespring Wealth Management, LLC
N/A—38,640-38,640-100%$2.0M———
Citadel Advisors LLC
N/A—38,538-38,538-100%$2.0M———
Janney Montgomery Scott LLC
N/A—38,457-38,457-100%$2.0M———
Cahill Financial Advisors Inc
N/A—37,791-37,791-100%$1.9M———
Harbour Investment Management LLC
N/A—36,589-36,589-100%$1.9M———
Bolthouse Investments, LLC
N/A—36,445-36,445-100%$1.9M———
Garden State Investment Advisory Services LLC
N/A—36,373-36,373-100%$1.9M———
MAI Capital Management
N/A—35,600-35,600-100%$1.8M———
Lakeridge Wealth Management LLC
N/A—35,527-35,527-100%$1.8M———
Global Retirement Partners, LLC
N/A—35,152-35,152-100%$1.8M———
Bramshill Investments, LLC
N/A—34,847-34,847-100%$1.8M———
Perennial Investment Advisors, LLC
N/A—32,784-32,784-100%$1.7M———
Vestmark Advisory Solutions, Inc.
N/A—32,059-32,059-100%$1.6M———
Steward Partners Investment Advisory, LLC
N/A—31,856-31,856-100%$1.6M———
Vawter Financial, Ltd.
N/A—30,942-30,942-100%$1.6M———
Boulder Wealth Advisors, LLC
N/A—30,531-30,531-100%$1.6M———
Bcgm Wealth Management, LLC
N/A—29,527-29,527-100%$1.5M———
Compass Financial Group, Inc.
N/A—29,520-29,520-100%$1.5M———
Roehl & Yi Investment Advisors, LLC
N/A—29,356-29,356-100%$1.5M———
Strategic Wealth Advisors LLC
N/A—28,993-28,993-100%$1.5M———
Vista Investment Management
N/A—28,971-28,971-100%$1.5M———
URS Advisory LLC
N/A—28,015-28,015-100%$1.4M———
AQR Capital Management LLC
N/A—27,686-27,686-100%$1.4M———
Savant Capital, LLC
N/A—27,018-27,018-100%$1.4M———
Rothschild Wealth LLC
N/A—26,800-26,800-100%$1.4M———
Waverly Advisors, LLC
N/A—26,700-26,700-100%$1.4M———
Harbour Investments, Inc.
N/A—26,390-26,390-100%$1.3M———
Paladin Advisory Group, LLC
N/A—25,964-25,964-100%$1.3M———
Gateway Wealth Partners, LLC
N/A—25,620-25,620-100%$1.3M———
FAS Wealth Partners, Inc.
N/A—25,475-25,475-100%$1.3M———
NewSquare Capital LLC
N/A—25,378-25,378-100%$1.3M———
Venturi Wealth Management, LLC
N/A—24,771-24,771-100%$1.3M———
Core Wealth Advisors, Inc.
N/A—24,743-24,743-100%$1.3M———
Capstone Financial Advisors, Inc.
N/A—24,448-24,448-100%$1.2M———
OneDigital Investment Advisors LLC
N/A—24,357-24,357-100%$1.2M———
KM Capital Management Ltd.
N/A—24,095-24,095-100%$1.2M———
Webster Bank, N. A.
N/A—23,469-23,469-100%$1.2M———
Bristlecone Value Partners, LLC
N/A—22,795-22,795-100%$1.2M———
Investment Advisory Services Group LLC
N/A—22,771-22,771-100%$1.2M———
Argo Wealth Advisory, LLC
N/A—22,752-22,752-100%$1.2M———
Sandy Cove Advisors, LLC
N/A—22,720-22,720-100%$1.2M———
Mattson Financial Services, LLC
N/A—22,180-22,180-100%$1.1M———
Susquehanna International Group, LLP
N/A—21,892-21,892-100%$1.1M———
IFG Advisory, LLC
N/A—20,609-20,609-100%$1.1M———
Composition Wealth, LLC
N/A—20,535-20,535-100%$1.0M———
Belpointe Asset Management LLC
N/A—20,197-20,197-100%$1.0M———
Entelevest, LLC
N/A—20,100-20,100-100%$1.0M———
Cambient Family Office, LLC
N/A—19,907-19,907-100%$1.0M———
Collaborative Wealth Managment Inc.
N/A—19,700-19,700-100%$1.0M———
Money Concepts Capital Corp
N/A—19,627-19,627-100%$1.0M———
Brown Advisory Inc
N/A—19,615-19,615-100%$1.0M———
Ritter Daniher Financial Advisory LLC / de
N/A—19,320-19,320-100%$985.3K———
BFC Planning, Inc.
N/A—19,088-19,088-100%$973.5K———
First Manhattan Co. Llc.
N/A—18,200-18,200-100%$928.2K———
Valmark Advisers, Inc.
N/A—17,152-17,152-100%$874.7K———
Gladstone Institutional Advisory LLC
N/A—17,006-17,006-100%$867.3K———
BHK Investment Advisors, LLC
N/A—16,000-16,000-100%$816.0K———
Nuveen, LLC
N/A—15,816-15,816-100%$806.6K———
Boston Family Office LLC
N/A—15,674-15,674-100%$799.0K———
Presidio Capital Management, LLC
N/A—15,259-15,259-100%$778.2K———
Kingsview Wealth Management, LLC
N/A—15,196-15,196-100%$775.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—14,888-14,888-100%$759.3K———
Ruggaard & Associates LLC
N/A—14,870-14,870-100%$758.4K———
LaSalle St. Investment Advisors, LLC
N/A—14,354-14,354-100%$732.1K———
Cozad Asset Management Inc
N/A—14,178-14,178-100%$723.1K———
Fourth Dimension Wealth, LLC
N/A—14,077-14,077-100%$717.9K———
One Capital Management, LLC
N/A—13,592-13,592-100%$692.9K———
Orion Porfolio Solutions, LLC
N/A—13,459-13,459-100%$686.4K———
Principal Securities, Inc.
N/A—13,283-13,283-100%$677.4K———
Argent Advisors, Inc.
N/A—13,198-13,198-100%$673.1K———
Cary Street Partners Investment Advisory LLC
N/A—13,183-13,183-100%$672.3K———
Dakota Wealth Management
N/A—12,245-12,245-100%$624.5K———
Ariadne Wealth Management, LP
N/A—11,628-11,628-100%$593.0K———
Peapack Gladstone Financial Corp
N/A—11,221-11,221-100%$572.0K———
Trustmark Bank Trust Department
N/A—11,186-11,186-100%$570.5K———
Blair William & Co
N/A—11,055-11,055-100%$563.8K———
Brown Financial Advisors
N/A—10,853-10,853-100%$553.5K———
BlackDiamond Wealth Management, LLC
N/A—10,809-10,809-100%$549.9K———
Oakwell Private Wealth Management, LLC
N/A—10,514-10,514-100%$536.2K———
Benjamin Edwards Inc
N/A—10,335-10,335-100%$527.8K———
Pallas Capital Advisors LLC
N/A—9,966-9,966-100%$508.3K———
Star Financial Bank
N/A—9,858-9,858-100%$502.8K———
Petix & Botte Co
N/A—9,806-9,806-100%$500.1K———
Keating Financial Advisory Services, Inc.
N/A—9,595-9,595-100%$489.3K———
Brookwood Investment Group LLC
N/A—9,547-9,547-100%$486.9K———
WNY Asset Management, LLC
N/A—9,483-9,483-100%$483.6K———
Silver OAK Securities, Incorporated
N/A—8,991-8,991-100%$458.5K———
C M Bidwell & Associates LTD
N/A—8,865-8,865-100%$452.1K———
Tradition Wealth Management, LLC
N/A—8,600-8,600-100%$438.6K———
RWA Wealth Partners, LLC
N/A—8,110-8,110-100%$413.6K———
Investor's Fiduciary Advisor Network, LLC
N/A—7,832-7,832-100%$399.0K———
Argent Trust Co
N/A—7,795-7,795-100%$397.5K———
1015 Capital Partners, LLC
N/A—7,680-7,680-100%$391.7K———
Arkadios Wealth Advisors
N/A—7,530-7,530-100%$384.1K———
UMB Bank, n.a.
N/A—7,493-7,493-100%$382.1K———
Midwestern Financial, LLC
N/A—7,464-7,464-100%$380.7K———
Stephens Inc
N/A—7,149-7,149-100%$364.6K———
Stonebrook Private Inc.
N/A—7,128-7,128-100%$363.5K———
Tidemark, LLC
N/A—7,057-7,057-100%$359.9K———
First Foundation Advisors
N/A—6,774-6,774-100%$345.5K———
Chokshi & Queen Wealth Advisors, Inc
N/A—6,751-6,751-100%$344.3K———
SageView Advisory Group, LLC
N/A—6,574-6,574-100%$335.3K———
Hutchinson Capital Management
N/A—6,398-6,398-100%$326.3K———
Ballentine Partners, LLC
N/A—6,109-6,109-100%$311.6K———
Yarger Wealth Strategies, LLC
N/A—6,056-6,056-100%$308.4K———
Rothschild Capital Partners, LLC
N/A—5,980-5,980-100%$305.0K———
Horizon Family Wealth, Inc.
N/A—5,974-5,974-100%$304.7K———
Mason & Associates Inc
N/A—5,829-5,829-100%$297.3K———
Old Mission Capital LLC
N/A—5,756-5,756-100%$293.6K———
Aurdan Capital Management, LLC
N/A—5,624-5,624-100%$286.8K———
Sykon Capital LLC
N/A—5,500-5,500-100%$280.5K———
Aspen Wealth Strategies, LLC
N/A—5,398-5,398-100%$275.3K———
CreativeOne Wealth, LLC
N/A—5,395-5,395-100%$275.2K———
Sunflower Bank, N.A.
N/A—5,313-5,313-100%$271.0K———
Mountain Capital Investment Advisors Inc.
N/A—5,284-5,284-100%$269.5K———
Western Wealth Management, LLC
N/A—5,251-5,251-100%$267.8K———
Fiduciary Financial Advisors
N/A—5,148-5,148-100%$262.5K———
Stratos Wealth Advisors, LLC
N/A—4,735-4,735-100%$241.5K———
Zhang Financial LLC
N/A—4,715-4,715-100%$240.5K———
Curi Capital, LLC
N/A—4,712-4,712-100%$240.3K———
Freedom Investment Management, Inc.
N/A—4,456-4,456-100%$227.2K———
CVA Family Office, LLC
N/A—4,437-4,437-100%$226.3K———
NewEdge Wealth, LLC
N/A—4,361-4,361-100%$222.4K———
Westfuller Advisors, LLC
N/A—4,207-4,207-100%$214.6K———
Smartleaf Asset Management LLC
N/A—4,188-4,188-100%$213.6K———
AE Wealth Management LLC
N/A—4,018-4,018-100%$204.9K———
Saiph Capital, LLC
N/A—4,000-4,000-100%$204.0K———
Dogwood Wealth Management LLC
N/A—3,848-3,848-100%$196.2K———
Hills Bank & Trust Co
N/A—3,574-3,574-100%$182.3K———
Millstone Evans Group, LLC
N/A—2,600-2,600-100%$132.6K———
Colonial Trust Advisors
N/A—2,465-2,465-100%$125.7K———
Cornerstone Financial Management LLC
N/A—2,450-2,450-100%$125.0K———
Longview Financial Advisors LLC
N/A—1,975-1,975-100%$100.7K———
Cary Street Partners Financial LLC
N/A—1,965-1,965-100%$100.2K———
Park Place Capital Corp
N/A—1,746-1,746-100%$89.1K———
Godfrey Financial Associates, Inc.
N/A—1,393-1,393-100%$71.0K———
Bessemer Group Inc
N/A—1,369-1,369-100%$70.0K———
Rice Partnership, LLC
N/A—681-681-100%$34.7K———
Atlantic Union Bankshares Corp
N/A—475-475-100%$24.2K———
Greykasell Wealth Strategies, Inc.
N/A—440-440-100%$22.4K———
Allworth Financial LP
N/A—298-298-100%$15.2K———
O'shaughnessy Asset Management, LLC
N/A—8-8-100%$408———
Graney & King, LLC
N/A—00—$0———
Showing 599 of 599 institutions