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JPM Nasdaq Equity Premium (JEPQ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares19,605,048 from 18,594,541
Change+1,010,507 (+5%)
Value$1.2B (+$58.2M)
Filed 2026-11-06
Rakuten Investment Management, Inc.
NEW
Shares3,458,100
Change+3,458,100
Value$211.6M
Filed 2026-10-30
Commonwealth Equity Services, LLC
DECREASED
Shares3,016,354 from 3,290,625
Change-274,271 (-8%)
Value$184.8M (-$17.5M)
Filed 2026-11-02
Allworth Financial LP
INCREASED
Shares2,259,876 from 1,728,321
Change+531,555 (+31%)
Value$138.9M (+$32.7M)
Filed 2026-11-06
Adams Asset Advisors, LLC
INCREASED
Shares2,205,299 from 1,408,060
Change+797,239 (+57%)
Value$135.1M (+$48.6M)
Filed 2026-10-08
Kestra Advisory Services, LLC
INCREASED
Shares1,372,401 from 1,309,528
Change+62,873 (+5%)
Value$84.1M (+$3.6M)
Filed 2026-11-02
PNC Financial Services Group, Inc.
INCREASED
Shares1,227,706 from 678,789
Change+548,917 (+81%)
Value$75.2M (+$33.5M)
Filed 2026-11-06
Apollon Wealth Management, LLC
INCREASED
Shares806,392 from 725,799
Change+80,593 (+11%)
Value$49.4M (+$4.8M)
Filed 2026-10-23
SBI Securities Co., Ltd.
INCREASED
Shares787,689 from 754,312
Change+33,377 (+4%)
Value$48.3M (+$1.9M)
Filed 2026-10-22
Imc-Chicago, LLC
INCREASED
Shares726,901 from 655,652
Change+71,249 (+11%)
Value$44.5M (+$4.2M)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares717,028 from 798,262
Change-81,234 (-10%)
Value$43.9K (-$49.0M)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares658,570 from 613,914
Change+44,656 (+7%)
Value$40.3M (+$2.6M)
Filed 2026-10-30
Traynor Capital Management, Inc.
INCREASED
Shares613,472 from 559,504
Change+53,968 (+10%)
Value$37.6M (+$3.2M)
Filed 2026-10-29
Magnus Financial Group LLC
INCREASED
Shares574,008 from 540,109
Change+33,899 (+6%)
Value$35.2M (+$2.0M)
Filed 2026-10-21
Venture Visionary Partners LLC
INCREASED
Shares539,334 from 485,267
Change+54,067 (+11%)
Value$33.0M (+$3.2M)
Filed 2026-10-07
Lebenthal Global Advisors, LLC
INCREASED
Shares536,401 from 525,973
Change+10,428 (+2%)
Value$32.9M (+$533.6K)
Filed 2026-10-28
Signature Estate & Investment Advisors LLC
INCREASED
Shares525,781 from 520,036
Change+5,745 (+1%)
Value$32.2M (+$248.0K)
Filed 2026-10-13
James Reed Financial Services, Inc.
INCREASED
Shares433,531 from 424,120
Change+9,411 (+2%)
Value$26.6M (+$491.7K)
Filed 2026-10-26
HUB Investment Partners, LLC
DECREASED
Shares429,133 from 484,137
Change-55,004 (-11%)
Value$26.3M (-$3.5M)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares391,598 from 358,660
Change+32,938 (+9%)
Value$23.9M (+$2.2M)
Filed 2026-10-13
Cornerstone Advisory, LLC
DECREASED
Shares388,244 from 394,178
Change-5,934 (-2%)
Value$23.8M (-$442.3K)
Filed 2026-11-06
Independent Financial Group, LLC
INCREASED
Shares357,660 from 351,960
Change+5,700 (+2%)
Value$21.9M (+$278.8K)
Filed 2026-10-13
Bernardo Wealth Planning LLC
INCREASED
Shares340,176 from 222,110
Change+118,066 (+53%)
Value$20.8M (+$7.2M)
Filed 2026-10-23
Compass Financial Services Inc
INCREASED
Shares306,726 from 234,825
Change+71,901 (+31%)
Value$18.8M (+$4.4M)
Filed 2026-11-06
Avior Wealth Management, LLC
INCREASED
Shares289,896 from 248,290
Change+41,606 (+17%)
Value$17.8M (+$2.5M)
Filed 2026-10-13
PVG Asset Management Corp
DECREASED
Shares279,791 from 280,457
Change-666 (0%)
Value$17.1M (-$96.9K)
Filed 2026-10-19
Prime Capital Investment Advisors, LLC
INCREASED
Shares279,176 from 273,129
Change+6,047 (+2%)
Value$17.1M (+$315.8K)
Filed 2026-10-20
MGO One Seven LLC
INCREASED
Shares265,839 from 149,578
Change+116,261 (+78%)
Value$16.3M (+$7.1M)
Filed 2026-10-28
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares263,920 from 254,749
Change+9,171 (+4%)
Value$16.2M (+$510.9K)
Filed 2026-10-13
Prospera Financial Services Inc
INCREASED
Shares256,298 from 224,862
Change+31,436 (+14%)
Value$14.8M (+$938.0K)
Filed 2026-11-04
Kingswood Wealth Advisors, LLC
INCREASED
Shares244,084 from 242,328
Change+1,756 (+1%)
Value$15.0M (+$59.1K)
Filed 2026-10-23
Chicago Partners Investment Group LLC
INCREASED
Shares235,114 from 144,055
Change+91,059 (+63%)
Value$13.7M (+$5.3M)
Filed 2026-10-27
Concurrent Investment Advisors, LLC
INCREASED
Shares233,708 from 156,440
Change+77,268 (+49%)
Value$14.3M (+$4.7M)
Filed 2026-10-16
Centurion Wealth Management LLC
INCREASED
Shares223,407 from 221,476
Change+1,931 (+1%)
Value$13.7M (+$74.0K)
Filed 2026-10-13
Global Wealth Management Investment Advisory, Inc.
INCREASED
Shares221,031 from 21,238
Change+199,793 (+941%)
Value$13.5M (+$12.2M)
Filed 2026-11-04
Larson Financial Group LLC
INCREASED
Shares219,895 from 165,847
Change+54,048 (+33%)
Value$13.5M (+$3.3M)
Filed 2026-11-05
Oppenheimer & Co Inc
INCREASED
Shares210,995 from 59,086
Change+151,909 (+257%)
Value$12.9M (+$9.3M)
Filed 2026-10-26
Cambridge Advisors Inc.
INCREASED
Shares206,418 from 204,827
Change+1,591 (+1%)
Value$12.6M (+$56.5K)
Filed 2026-10-19
Farther Finance Advisors, LLC
INCREASED
Shares206,318 from 155,370
Change+50,948 (+33%)
Value$12.6M (+$3.1M)
Filed 2026-10-08
Prota Financial, LLC
INCREASED
Shares204,358 from 200,297
Change+4,061 (+2%)
Value$12.4M (+$369.1K)
Filed 2026-10-08
Beacon Financial Advisory LLC
INCREASED
Shares202,982 from 202,252
Change+730 (+0%)
Value$12.4M (+$4.3K)
Filed 2026-10-16
D.A. Davidson & Co.
INCREASED
Shares185,222 from 160,918
Change+24,304 (+15%)
Value$11.3M (+$1.5M)
Filed 2026-10-28
Kestra Private Wealth Services, LLC
INCREASED
Shares183,491 from 182,903
Change+588 (+0%)
Value$11.2M (-$573)
Filed 2026-11-06
Mountain Capital Investment Advisors Inc.
DECREASED
Shares182,074 from 187,021
Change-4,947 (-3%)
Value$11.2M (-$340.4K)
Filed 2026-11-06
Park Avenue Securities LLC
INCREASED
Shares181,768 from 142,136
Change+39,632 (+28%)
Value$11.1K (-$8.7M)
Filed 2026-10-26
Indivisible Partners
INCREASED
Shares167,889 from 167,337
Change+552 (+0%)
Value$10.3M (+$307)
Filed 2026-10-26
ADG Wealth Management Group, LLC
INCREASED
Shares166,620 from 162,899
Change+3,721 (+2%)
Value$10.2M (+$195.4K)
Filed 2026-10-23
Spire Wealth Management
INCREASED
Shares164,693 from 159,768
Change+4,925 (+3%)
Value$10.1M (+$269.7K)
Filed 2026-10-30
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares163,320 from 132,001
Change+31,319 (+24%)
Value$10.0M (+$1.9M)
Filed 2026-10-14
Kennedy Investment Group, Inc.
INCREASED
Shares162,743 from 156,378
Change+6,365 (+4%)
Value$10.0M (+$358.6K)
Filed 2026-10-21
Creative Planning
DECREASED
Shares160,563 from 166,081
Change-5,518 (-3%)
Value$9.8M (-$371.3K)
Filed 2026-11-02
Principle Wealth Partners LLC
INCREASED
Shares160,260 from 156,531
Change+3,729 (+2%)
Value$9.8M (+$197.2K)
Filed 2026-11-02
Three Magnolias Financial Advisors, LLC
DECREASED
Shares159,008 from 181,178
Change-22,170 (-12%)
Value$9.7M (-$1.4M)
Filed 2026-10-14
IVC Wealth Advisors LLC
INCREASED
Shares156,586 from 151,657
Change+4,929 (+3%)
Value$9.6M (+$271.6K)
Filed 2026-10-23
Fifth Third Bancorp
INCREASED
Shares153,455 from 152,716
Change+739 (+0%)
Value$9.4M (+$14.7K)
Filed 2026-11-05
Brookstone Capital Management
INCREASED
Shares151,373 from 133,863
Change+17,510 (+13%)
Value$9.3M (+$1.0M)
Filed 2026-10-22
Mechanics Bank Trust Department
DECREASED
Shares150,277 from 154,254
Change-3,977 (-3%)
Value$9.2M (-$274.5K)
Filed 2026-10-13
Citizens Financial Group Inc
INCREASED
Shares149,876 from 131,155
Change+18,721 (+14%)
Value$9.2M (+$1.1M)
Filed 2026-10-23
Cornerstone Wealth Management, LLC
INCREASED
Shares148,993 from 138,516
Change+10,477 (+8%)
Value$9.1M (+$614.1K)
Filed 2026-11-04
Southern Capital Services Inc
DECREASED
Shares146,899 from 166,216
Change-19,317 (-12%)
Value$9.0M (-$1.2M)
Filed 2026-10-19
Thrivent Financial for Lutherans
INCREASED
Shares144,379 from 120,356
Change+24,023 (+20%)
Value$8.4M (+$998.4K)
Filed 2026-11-05
Assetmark, Inc
INCREASED
Shares142,798 from 120,817
Change+21,981 (+18%)
Value$8.7M (+$1.3M)
Filed 2026-10-21
Sheets Smith Wealth Management
DECREASED
Shares142,796 from 144,284
Change-1,488 (-1%)
Value$8.7M (-$120.0K)
Filed 2026-10-16
Wealthcare Advisory Partners LLC
INCREASED
Shares135,501 from 132,470
Change+3,031 (+2%)
Value$8.3M (+$159.2K)
Filed 2026-10-21
Advisory Resource Group
DECREASED
Shares130,863 from 144,604
Change-13,741 (-9%)
Value$8.0M (-$870.7K)
Filed 2026-10-26
International Assets Investment Management, LLC
INCREASED
Shares130,221 from 113,001
Change+17,220 (+15%)
Value$7.9M (+$1.1M)
Filed 2026-11-02
Financially Speaking Inc
NEW
Shares123,028
Change+123,028
Value$7.5M
Filed 2026-11-05
Bank of New York Mellon Corp
INCREASED
Shares122,601 from 99,594
Change+23,007 (+23%)
Value$7.5M (+$1.4M)
Filed 2026-11-05
New England Private Wealth Advisors LLC
INCREASED
Shares122,469 from 121,260
Change+1,209 (+1%)
Value$7.5M (+$474.2K)
Filed 2026-10-19
Childress Capital Advisors, LLC
DECREASED
Shares121,153 from 138,473
Change-17,320 (-13%)
Value$7.4M (-$1.1M)
Filed 2026-10-28
Money Concepts Capital Corp
DECREASED
Shares119,933 from 124,747
Change-4,814 (-4%)
Value$7.3M (-$319.9K)
Filed 2026-11-06
WealthPlan Investment Management, LLC
INCREASED
Shares119,304 from 94,561
Change+24,743 (+26%)
Value$7.3M (+$1.5M)
Filed 2026-10-15
Pinnacle Associates LTD
INCREASED
Shares118,398 from 114,226
Change+4,172 (+4%)
Value$7.3M (+$232.7K)
Filed 2026-10-20
Nfsg Corp
INCREASED
Shares117,979 from 115,491
Change+2,488 (+2%)
Value$7.2M (+$129.4K)
Filed 2026-10-15
Foresight Capital Management Advisors, Inc.
INCREASED
Shares117,783 from 117,181
Change+602 (+1%)
Value$7.2M (+$13.4K)
Filed 2026-10-27
High Net Worth Advisory Group LLC
DECREASED
Shares112,130 from 112,136
Change-6 (0%)
Value$6.9M (-$22.8K)
Filed 2026-10-26
Clear Creek Financial Management, LLC
INCREASED
Shares112,018 from 98,737
Change+13,281 (+13%)
Value$6.9M (+$793.9K)
Filed 2026-10-28
NWF Advisory Services Inc.
INCREASED
Shares108,168 from 98,165
Change+10,003 (+10%)
Value$6.6M (+$593.2K)
Filed 2026-10-19
RWQ Financial Management Services, Inc.
INCREASED
Shares107,180 from 95,537
Change+11,643 (+12%)
Value$6.6M (+$694.1K)
Filed 2026-10-19
KFG Wealth Management, LLC
INCREASED
Shares106,648 from 94,423
Change+12,225 (+13%)
Value$6.5M (+$730.0K)
Filed 2026-10-16
Integrity Wealth Partners, LLC
NEW
Shares105,580
Change+105,580
Value$6.5M
Filed 2026-10-14
J.W. Cole Advisors, Inc.
INCREASED
Shares104,930 from 104,626
Change+304 (+0%)
Value$6.4M (-$2.3K)
Filed 2026-11-05
Integrity Alliance, Llc.
INCREASED
Shares103,245 from 93,077
Change+10,168 (+11%)
Value$6.3M (+$604.3K)
Filed 2026-10-29
Dynamic Advisor Solutions LLC
DECREASED
Shares103,030 from 106,236
Change-3,206 (-3%)
Value$6.3M (-$217.7K)
Filed 2026-10-13
AlphaStar Capital Management, LLC
INCREASED
Shares102,665 from 93,958
Change+8,707 (+9%)
Value$6.3M (+$514.6K)
Filed 2026-10-16
Perigon Wealth Management, LLC
INCREASED
Shares102,213 from 15,471
Change+86,742 (+561%)
Value$6.3M (+$5.3M)
Filed 2026-10-22
Ignite Planners, LLC
INCREASED
Shares101,973 from 98,197
Change+3,776 (+4%)
Value$6.2M (+$211.7K)
Filed 2026-10-14
Milestone Asset Management, LLC
DECREASED
Shares101,946 from 127,319
Change-25,373 (-20%)
Value$6.2M (-$1.6M)
Filed 2026-10-15
Curtis Advisory Group, LLC
INCREASED
Shares101,755 from 68,005
Change+33,750 (+50%)
Value$6.2M (+$2.1M)
Filed 2026-10-28
Kingstone Capital Partners Texas, LLC
INCREASED
Shares100,113 from 94,335
Change+5,778 (+6%)
Value$6.1M (+$335.1K)
Filed 2026-11-03
Wedbush Securities Inc
INCREASED
Shares98,175 from 82,531
Change+15,644 (+19%)
Value$6.0K (-$5.1M)
Filed 2026-10-22
MBL Wealth, LLC
DECREASED
Shares97,840 from 100,903
Change-3,063 (-3%)
Value$6.0M (-$207.8K)
Filed 2026-10-22
Eagle Bluffs Wealth Management LLC
INCREASED
Shares96,363 from 96,228
Change+135 (+0%)
Value$5.9M (-$11.0K)
Filed 2026-10-20
Davenport & Co LLC
INCREASED
Shares94,884 from 81,180
Change+13,704 (+17%)
Value$5.8M (+$823.3K)
Filed 2026-10-14
Sigma Planning Corp
DECREASED
Shares89,297 from 183,824
Change-94,527 (-51%)
Value$5.5M (-$5.8M)
Filed 2026-10-23
Clearstead Advisors, LLC
INCREASED
Shares88,230 from 88,119
Change+111 (+0%)
Value$5.4M (-$10.8K)
Filed 2026-11-06
Maia Wealth LLC
DECREASED
Shares87,680 from 92,425
Change-4,745 (-5%)
Value$5.4M (-$309.2K)
Filed 2026-10-19
Ulland Investment Advisors, LLC
DECREASED
Shares86,397 from 89,366
Change-2,969 (-3%)
Value$5.3K (-$199)
Filed 2026-10-13
SeaCrest Wealth Management, LLC
INCREASED
Shares84,062 from 64,477
Change+19,585 (+30%)
Value$5.1M (+$1.2M)
Filed 2026-10-21
Intelligence Driven Advisers, LLC
UNCHANGED
Shares84,000 from 84,000
Change0 (0%)
Value$5.1M (-$16.8K)
Filed 2026-10-09
Semus Wealth Partners LLC
INCREASED
Shares83,877 from 83,243
Change+634 (+1%)
Value$5.1M (+$22.2K)
Filed 2026-10-22
21 West Wealth Management LLC
DECREASED
Shares83,490 from 86,508
Change-3,018 (-3%)
Value$5.1M (-$202.2K)
Filed 2026-10-13
Apella Capital, LLC
INCREASED
Shares83,276 from 80,157
Change+3,119 (+4%)
Value$5.1M (+$347.4K)
Filed 2026-10-08
Onyx Bridge Wealth Group LLC
INCREASED
Shares83,232 from 80,567
Change+2,665 (+3%)
Value$5.1M (+$147.2K)
Filed 2026-10-16
Verity Asset Management, Inc.
INCREASED
Shares82,504 from 67,370
Change+15,134 (+22%)
Value$5.1M (+$913.6K)
Filed 2026-10-30
Mission Wealth Management, LP
INCREASED
Shares82,230 from 78,814
Change+3,416 (+4%)
Value$5.0M (+$193.5K)
Filed 2026-10-15
S&A Financial Services, Inc.
INCREASED
Shares81,790 from 76,042
Change+5,748 (+8%)
Value$5.0M (+$336.9K)
Filed 2026-11-03
Capital Investment Advisory Services, LLC
INCREASED
Shares80,568 from 80,303
Change+265 (+0%)
Value$4.9M (-$622)
Filed 2026-10-30
Lido Advisors, LLC
INCREASED
Shares80,298 from 41,155
Change+39,143 (+95%)
Value$4.9M (+$2.4M)
Filed 2026-11-04
Global Assets Advisory, LLC
INCREASED
Shares75,497 from 67,057
Change+8,440 (+13%)
Value$4.6M (+$572.1K)
Filed 2026-10-28
Choreo, LLC
INCREASED
Shares74,259 from 70,647
Change+3,612 (+5%)
Value$4.5M (+$207.2K)
Filed 2026-10-28
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares74,198 from 74,946
Change-748 (-1%)
Value$4.5M (-$60.8K)
Filed 2026-10-23
Saxony Capital Management, LLC
INCREASED
Shares72,551 from 71,133
Change+1,418 (+2%)
Value$4.4M (+$72.7K)
Filed 2026-10-15
Retirement Guys Formula LLC
INCREASED
Shares71,920 from 67,455
Change+4,465 (+7%)
Value$4.4M (+$260.0K)
Filed 2026-10-26
Princeton Global Asset Management LLC
INCREASED
Shares70,739 from 70,090
Change+649 (+1%)
Value$4.3M (+$25.7K)
Filed 2026-10-21
Lake Street Private Wealth, LLC
DECREASED
Shares69,454 from 76,401
Change-6,947 (-9%)
Value$4.3M (-$440.9K)
Filed 2026-10-22
Wagner Wealth Management, LLC
INCREASED
Shares68,330 from 64,329
Change+4,001 (+6%)
Value$4.2M (+$232.2K)
Filed 2026-10-21
Sowell Financial Services LLC
INCREASED
Shares67,695 from 30,159
Change+37,536 (+124%)
Value$4.1M (+$2.3M)
Filed 2026-10-23
Mayfair Advisory Group, LLC
INCREASED
Shares67,311 from 67,011
Change+300 (+0%)
Value$4.1M (+$239.5K)
Filed 2026-10-20
Koshinski Asset Management, Inc.
INCREASED
Shares66,992 from 62,757
Change+4,235 (+7%)
Value$4.1M (+$246.9K)
Filed 2026-10-29
Lighthouse Financial LLC
INCREASED
Shares66,786 from 54,509
Change+12,277 (+23%)
Value$4.1M (+$741.1K)
Filed 2026-10-23
Turn8 Private Wealth Inc.
UNCHANGED
Shares66,438 from 66,438
Change0 (0%)
Value$4.1M (-$13.3K)
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares65,979 from 58,185
Change+7,794 (+13%)
Value$4.0M (+$465.8K)
Filed 2026-10-16
Krilogy Financial LLC
DECREASED
Shares65,056 from 71,412
Change-6,356 (-9%)
Value$4.0M (-$425.1K)
Filed 2026-10-13
RFG Advisory, LLC
INCREASED
Shares64,921 from 60,408
Change+4,513 (+7%)
Value$4.0M (+$264.4K)
Filed 2026-11-03
Beam Wealth Advisors, Inc.
INCREASED
Shares64,631 from 59,622
Change+5,009 (+8%)
Value$4.0M (+$294.9K)
Filed 2026-11-03
Flagstar Securities, Inc
INCREASED
Shares64,469 from 62,028
Change+2,441 (+4%)
Value$3.9M (+$137.1K)
Filed 2026-10-15
Palacios Wealth Management, LLC
DECREASED
Shares64,089 from 64,789
Change-700 (-1%)
Value$3.9M (-$55.8K)
Filed 2026-11-04
Fortress Financial Solutions, LLC
NEW
Shares63,350
Change+63,350
Value$3.9M
Filed 2026-10-14
Tucker Asset Management LLC
DECREASED
Shares63,030 from 63,336
Change-306 (0%)
Value$3.9M (-$31.4K)
Filed 2026-10-29
M.E. Allison & Co., Inc.
INCREASED
Shares62,209 from 59,114
Change+3,095 (+5%)
Value$3.8M (+$177.8K)
Filed 2026-10-09
Level Four Advisory Services, LLC
INCREASED
Shares61,631 from 61,566
Change+65 (+0%)
Value$3.8M (-$8.3K)
Filed 2026-11-06
Signal Advisors Wealth, LLC
INCREASED
Shares61,173 from 43,797
Change+17,376 (+40%)
Value$3.7M (+$1.1M)
Filed 2026-10-13
HBW Advisory Services LLC
DECREASED
Shares61,130 from 72,197
Change-11,067 (-15%)
Value$3.7M (-$692.4K)
Filed 2026-10-15
Sulzberger Capital Advisors, Inc.
INCREASED
Shares61,002 from 46,754
Change+14,248 (+30%)
Value$3.7M (+$863.5K)
Filed 2026-10-20
Investment Partners Asset Management, Inc.
INCREASED
Shares60,442 from 59,833
Change+609 (+1%)
Value$3.7M (+$25.3K)
Filed 2026-10-09
Vise Technologies, Inc.
INCREASED
Shares60,255 from 49,527
Change+10,728 (+22%)
Value$3.7M (+$647.2K)
Filed 2026-10-29
Avidian Wealth Enterprises, LLC
INCREASED
Shares59,034 from 53,636
Change+5,398 (+10%)
Value$3.6M (+$320.0K)
Filed 2026-10-08
WMS Group LLC
INCREASED
Shares58,180 from 57,985
Change+195 (+0%)
Value$3.6M (+$349)
Filed 2026-11-06
AdvisorNet Financial, Inc
DECREASED
Shares57,648 from 68,387
Change-10,739 (-16%)
Value$3.5M (-$739.0K)
Filed 2026-10-15
Nations Financial Group Inc,
INCREASED
Shares57,219 from 53,484
Change+3,735 (+7%)
Value$3.5M (+$218.1K)
Filed 2026-11-05
Beacon Financial Planning, Inc
INCREASED
Shares56,995 from 54,547
Change+2,448 (+4%)
Value$3.5M (+$139.1K)
Filed 2026-11-04
4Wealth Advisors, Inc.
INCREASED
Shares56,572 from 53,652
Change+2,920 (+5%)
Value$3.5M (+$204.5K)
Filed 2026-10-13
Ellis Investment Partners, LLC
DECREASED
Shares56,442 from 72,096
Change-15,654 (-22%)
Value$3.5M (-$973.4K)
Filed 2026-10-21
Smallwood Wealth Investment Management, LLC
INCREASED
Shares56,265 from 40,644
Change+15,621 (+38%)
Value$3.4M (+$948.8K)
Filed 2026-10-30
Valmark Advisers, Inc.
INCREASED
Shares56,141 from 49,265
Change+6,876 (+14%)
Value$3.4M (+$411.4K)
Filed 2026-11-06
Colonial River Investments, LLC
INCREASED
Shares55,824 from 47,214
Change+8,610 (+18%)
Value$3.4M (+$518.1K)
Filed 2026-10-19
Lifestyle Asset Management, Inc.
INCREASED
Shares55,296 from 45,867
Change+9,429 (+21%)
Value$3.4M (+$568.4K)
Filed 2026-10-20
Capstone Wealth Management Group, Inc.
INCREASED
Shares55,289 from 54,056
Change+1,233 (+2%)
Value$3.4M (+$64.7K)
Filed 2026-10-19
B.A. Schrock Wealth Management, Inc.
NEW
Shares54,796
Change+54,796
Value$3.3M
Filed 2026-10-15
Sloy Dahl & Holst, LLC
INCREASED
Shares54,447 from 54,077
Change+370 (+1%)
Value$3.3M (+$11.9K)
Filed 2026-10-14
Purus Wealth Management, LLC
INCREASED
Shares54,276 from 52,616
Change+1,660 (+3%)
Value$3.3M (+$91.1K)
Filed 2026-10-15
Clarity Wealth Advisors, LLC
INCREASED
Shares53,960 from 51,418
Change+2,542 (+5%)
Value$3.3M (+$145.5K)
Filed 2026-10-21
Partners Wealth Management, LLC
NEW
Shares53,817
Change+53,817
Value$3.3M
Filed 2026-10-28
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares53,492 from 53,492
Change0 (0%)
Value$3.3M ($0)
Filed 2026-11-03
Axxcess Wealth Management, LLC
DECREASED
Shares53,189 from 61,547
Change-8,358 (-14%)
Value$3.3M (-$524.3K)
Filed 2026-10-21
Ring Mountain Capital, LLC
INCREASED
Shares53,053 from 52,624
Change+429 (+1%)
Value$3.3M (+$15.8K)
Filed 2026-10-13
Daymark Wealth Partners, LLC
DECREASED
Shares52,217 from 54,086
Change-1,869 (-3%)
Value$3.2M (-$125.3K)
Filed 2026-11-04
PMG Family Office LLC
INCREASED
Shares51,322 from 50,464
Change+858 (+2%)
Value$3.1M (+$42.5K)
Filed 2026-10-19
San Luis Wealth Advisors LLC
INCREASED
Shares51,109 from 49,781
Change+1,328 (+3%)
Value$3.1M (+$71.4K)
Filed 2026-10-27
Herold Advisors, Inc.
INCREASED
Shares49,865 from 47,728
Change+2,137 (+4%)
Value$3.1M (+$131.7K)
Filed 2026-10-19
M Holdings Securities, Inc.
DECREASED
Shares49,786 from 50,022
Change-236 (0%)
Value$2.9K (-$94)
Filed 2026-11-03
Alterna Wealth Management, Inc
DECREASED
Shares49,718 from 49,989
Change-271 (-1%)
Value$3.0M (-$26.6K)
Filed 2026-10-27
Henderson Brothers Financial Partners, LLC
INCREASED
Shares48,921 from 43,840
Change+5,081 (+12%)
Value$3.0M (+$302.5K)
Filed 2026-11-03
Security National Bank
INCREASED
Shares48,822 from 45,570
Change+3,252 (+7%)
Value$3.0M (+$190.1K)
Filed 2026-10-26
Nova Financial LLC
NEW
Shares48,104
Change+48,104
Value$2.9M
Filed 2026-11-04
Diversify Wealth Management, LLC
INCREASED
Shares47,857 from 34,672
Change+13,185 (+38%)
Value$2.9M (+$874.3K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares47,857 from 34,672
Change+13,185 (+38%)
Value$2.9M (+$874.3K)
Filed 2026-10-20
Flynn Zito Capital Management, LLC
DECREASED
Shares47,821 from 51,163
Change-3,342 (-7%)
Value$2.9M (-$215.0K)
Filed 2026-11-04
Base Wealth Management LLC
INCREASED
Shares47,718 from 17,059
Change+30,659 (+180%)
Value$2.9M (+$1.9M)
Filed 2026-10-21
J.Safra Asset Management Corp
INCREASED
Shares47,475 from 42,895
Change+4,580 (+11%)
Value$2.9M (+$272.0K)
Filed 2026-11-03
Stackstone Wealth, LLC
NEW
Shares47,293
Change+47,293
Value$2.9M
Filed 2026-10-19
US Bancorp \de\
INCREASED
Shares46,696 from 34,876
Change+11,820 (+34%)
Value$2.9M (+$717.1K)
Filed 2026-11-05
Gill Capital Partners, LLC
INCREASED
Shares46,151 from 43,195
Change+2,956 (+7%)
Value$2.8M (+$172.4K)
Filed 2026-10-13
TrustBank
INCREASED
Shares46,130 from 45,184
Change+946 (+2%)
Value$2.8M (+$48.9K)
Filed 2026-10-20
Hibernia Wealth Partners, LLC
DECREASED
Shares46,063 from 48,176
Change-2,113 (-4%)
Value$2.8M (-$139.0K)
Filed 2026-10-29
Financial Partners Group, Inc
INCREASED
Shares45,778 from 45,774
Change+4 (+0%)
Value$2.8M (-$8.9K)
Filed 2026-10-19
TrueWealth Advisors, LLC
INCREASED
Shares45,396 from 43,088
Change+2,308 (+5%)
Value$2.8M (+$132.8K)
Filed 2026-10-09
PDS Planning, Inc
DECREASED
Shares44,614 from 45,203
Change-589 (-1%)
Value$2.7M (-$45.1K)
Filed 2026-11-03
Cullen T Bankers, Inc.
INCREASED
Shares44,338 from 12,482
Change+31,856 (+255%)
Value$2.7M (+$1.9M)
Filed 2026-10-28
Littlejohn Financial Services, Inc.
DECREASED
Shares44,331 from 44,746
Change-415 (-1%)
Value$2.7M (-$34.4K)
Filed 2026-11-06
D'Orazio & Associates, Inc.
INCREASED
Shares43,889 from 43,489
Change+400 (+1%)
Value$2.7M (+$15.8K)
Filed 2026-11-04
Everest Financial Group LLC
INCREASED
Shares42,867 from 16,392
Change+26,475 (+162%)
Value$2.6M (+$1.6M)
Filed 2026-11-06
Chapin Davis, Inc.
INCREASED
Shares41,277 from 32,869
Change+8,408 (+26%)
Value$2.5M (+$508.5K)
Filed 2026-10-09
Joseph P. Lucia & Associates, LLC
INCREASED
Shares40,861 from 40,202
Change+659 (+2%)
Value$2.5M (+$32.3K)
Filed 2026-10-30
Simplex Trading, LLC
NEW
Shares40,219
Change+40,219
Value$2.5M
Filed 2026-11-04
Mcdonald Partners LLC
INCREASED
Shares39,762 from 39,131
Change+631 (+2%)
Value$2.4M (+$30.8K)
Filed 2026-11-03
Integras Partners LLC
INCREASED
Shares39,728 from 38,453
Change+1,275 (+3%)
Value$2.4M (+$70.4K)
Filed 2026-10-30
Anchor Capital Management Group Inc
NEW
Shares39,500
Change+39,500
Value$2.4M
Filed 2026-11-02
Midwest Trust Co
DECREASED
Shares39,488 from 62,843
Change-23,355 (-37%)
Value$2.4M (-$1.4M)
Filed 2026-10-22
Triumph Capital Management
INCREASED
Shares39,381 from 38,878
Change+503 (+1%)
Value$2.4M (+$23.0K)
Filed 2026-10-14
Putney Financial Group LLC
INCREASED
Shares39,207 from 37,000
Change+2,207 (+6%)
Value$2.4M (+$127.8K)
Filed 2026-10-30
Fortis Group Advisors, LLC
NEW
Shares39,179
Change+39,179
Value$2.3M
Filed 2026-11-06
Confluence Wealth Services, Inc.
INCREASED
Shares39,081 from 37,497
Change+1,584 (+4%)
Value$2.4M (+$89.5K)
Filed 2026-11-05
John W. Brooker & Co., CPAs
INCREASED
Shares38,746 from 31,618
Change+7,128 (+23%)
Value$2.4M (+$430.4K)
Filed 2026-10-21
PFG Advisors
INCREASED
Shares38,663 from 21,156
Change+17,507 (+83%)
Value$2.4M (+$1.1M)
Filed 2026-10-16
Capital Investment Advisors, LLC
INCREASED
Shares38,636 from 34,631
Change+4,005 (+12%)
Value$2.4M (+$238.4K)
Filed 2026-10-22
Private Client Services, LLC
INCREASED
Shares37,843 from 26,725
Change+11,118 (+42%)
Value$2.3M (+$675.7K)
Filed 2026-10-02
HB Wealth Management, LLC
DECREASED
Shares36,654 from 37,198
Change-544 (-1%)
Value$2.2M (-$40.8K)
Filed 2026-10-23
Provenance Wealth Advisors, LLC
NEW
Shares36,267
Change+36,267
Value$2.2M
Filed 2026-10-30
Prevail Innovative Wealth Advisors, LLC
NEW
Shares35,832
Change+35,832
Value$2.2M
Filed 2026-10-20
Golden State Wealth Management, LLC
INCREASED
Shares35,816 from 35,735
Change+81 (+0%)
Value$2.2M (-$2.2K)
Filed 2026-11-02
Moors & Cabot, Inc.
INCREASED
Shares35,223 from 29,085
Change+6,138 (+21%)
Value$2.2M (+$370.2K)
Filed 2026-11-06
SteelPeak Wealth, LLC
INCREASED
Shares35,186 from 15,454
Change+19,732 (+128%)
Value$2.2M (+$1.2M)
Filed 2026-10-16
Retirement Planning Group, LLC
INCREASED
Shares35,162 from 33,139
Change+2,023 (+6%)
Value$2.2M (+$117.3K)
Filed 2026-10-19
Plan Group Financial, LLC
INCREASED
Shares34,409 from 18,365
Change+16,044 (+87%)
Value$2.0M (+$916.6K)
Filed 2026-10-22
Simplicity Wealth,LLC
INCREASED
Shares33,767 from 27,804
Change+5,963 (+21%)
Value$2.1M (+$359.7K)
Filed 2026-10-23
KMG Fiduciary Partners, LLC
INCREASED
Shares33,529 from 32,861
Change+668 (+2%)
Value$2.1M (+$34.4K)
Filed 2026-10-14
Cpwa, LLC
INCREASED
Shares33,373 from 31,156
Change+2,217 (+7%)
Value$2.0M (+$118.6K)
Filed 2026-11-04
Tompkins Financial Corp
INCREASED
Shares33,000 from 32,632
Change+368 (+1%)
Value$2.0M (+$16.0K)
Filed 2026-10-05
Visionary Wealth Advisors
DECREASED
Shares32,638 from 33,991
Change-1,353 (-4%)
Value$2.0M (-$89.7K)
Filed 2026-11-04
Savant Capital, LLC
INCREASED
Shares32,540 from 14,821
Change+17,719 (+120%)
Value$2.0M (+$1.1M)
Filed 2026-11-06
Financial Guidance Group, Inc.
UNCHANGED
Shares31,704 from 31,704
Change0 (0%)
Value$1.9M (-$6.3K)
Filed 2026-10-21
Wealth Effects LLC
INCREASED
Shares30,907 from 30,293
Change+614 (+2%)
Value$1.9M (+$31.5K)
Filed 2026-10-23
Steele Capital Management, Inc.
INCREASED
Shares30,715 from 22,163
Change+8,552 (+39%)
Value$1.9M (+$519.5K)
Filed 2026-11-02
Strong Retirement Solutions LLC
INCREASED
Shares30,655 from 18,356
Change+12,299 (+67%)
Value$1.9M (+$749.8K)
Filed 2026-10-07
Stillwater Wealth Management Group
DECREASED
Shares30,425 from 46,930
Change-16,505 (-35%)
Value$1.9M (-$1.0M)
Filed 2026-10-21
VestGen Advisors, LLC
DECREASED
Shares30,393 from 31,640
Change-1,247 (-4%)
Value$1.9M (-$82.7K)
Filed 2026-10-27
LexAurum Advisors, LLC
DECREASED
Shares30,124 from 30,729
Change-605 (-2%)
Value$1.8M (-$43.2K)
Filed 2026-10-19
StoneX Group Inc.
INCREASED
Shares29,602 from 15,403
Change+14,199 (+92%)
Value$1.8M (+$866.7K)
Filed 2026-11-03
Advisory Advocates, LLC
INCREASED
Shares29,378 from 29,178
Change+200 (+1%)
Value$1.8M (+$6.4K)
Filed 2026-11-05
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares29,028 from 30,645
Change-1,617 (-5%)
Value$1.8M (-$105.2K)
Filed 2026-11-03
Nautilus Advisors LLC
INCREASED
Shares28,766 from 25,563
Change+3,203 (+13%)
Value$1.8M (+$215.4K)
Filed 2026-10-07
Providence First Trust Co
NEW
Shares28,517
Change+28,517
Value$1.7M
Filed 2026-11-02
Frontier Asset Management, LLC
DECREASED
Shares28,167 from 29,827
Change-1,660 (-6%)
Value$1.7M (-$107.7K)
Filed 2026-10-28
Brown Miller Wealth Management, LLC
INCREASED
Shares28,067 from 27,332
Change+735 (+3%)
Value$1.7M (+$39.5K)
Filed 2026-11-02
Evolution Wealth Advisors, LLC
INCREASED
Shares27,814 from 27,670
Change+144 (+1%)
Value$1.7M (+$3.3K)
Filed 2026-11-03
Arrow Financial Corp
INCREASED
Shares27,387 from 18,696
Change+8,691 (+46%)
Value$1.7M (+$528.7K)
Filed 2026-10-26
Keystone Wealth Services, LLC
INCREASED
Shares27,229 from 22,103
Change+5,126 (+23%)
Value$1.7M (+$307.4K)
Filed 2026-11-03
Etesian Wealth Advisors, Inc.
INCREASED
Shares27,196 from 25,417
Change+1,779 (+7%)
Value$1.7M (+$103.9K)
Filed 2026-10-27
TigerOak Management, L.L.C.
INCREASED
Shares27,141 from 17,846
Change+9,295 (+52%)
Value$1.7M (+$565.9K)
Filed 2026-10-23
Independent Wealth Network Inc.
INCREASED
Shares26,994 from 12,217
Change+14,777 (+121%)
Value$1.7M (+$902.7K)
Filed 2026-10-19
MBA Advisors LLC
INCREASED
Shares26,724 from 25,344
Change+1,380 (+5%)
Value$1.6M (+$79.5K)
Filed 2026-10-29
Sunpointe, LLC
DECREASED
Shares26,475 from 75,828
Change-49,353 (-65%)
Value$1.6M (-$3.0M)
Filed 2026-10-22
Beacon Financial Group
INCREASED
Shares26,383 from 17,534
Change+8,849 (+50%)
Value$1.6M (+$538.6K)
Filed 2026-10-19
Focused Wealth Management, Inc
INCREASED
Shares25,777 from 24,214
Change+1,563 (+6%)
Value$1.6M (+$90.9K)
Filed 2026-10-30
Whipplewood Advisors, LLC
INCREASED
Shares25,211 from 24,815
Change+396 (+2%)
Value$1.5M (+$19.3K)
Filed 2026-10-20
Fiduciary Alliance LLC
DECREASED
Shares24,923 from 41,041
Change-16,118 (-39%)
Value$1.5M (-$995.6K)
Filed 2026-10-13
JSF Financial, LLC
INCREASED
Shares24,910 from 19,473
Change+5,437 (+28%)
Value$1.5M (+$329.2K)
Filed 2026-10-22
Sterling Investment Advisors, Ltd.
INCREASED
Shares24,893 from 23,001
Change+1,892 (+8%)
Value$1.5M (+$111.3K)
Filed 2026-10-27
PKS Advisory Services, LLC
UNCHANGED
Shares24,874 from 24,874
Change0 (0%)
Value$1.5M ($0)
Filed 2026-10-26
Paradigm, Strategies in Wealth Management, LLC
DECREASED
Shares24,840 from 25,047
Change-207 (-1%)
Value$1.5M (-$17.7K)
Filed 2026-10-16
Oasis Advisors, LLC
NEW
Shares23,695
Change+23,695
Value$1.5M
Filed 2026-10-16
Kraematon Investment Advisors, Inc
DECREASED
Shares23,235 from 25,119
Change-1,884 (-7%)
Value$1.4M (-$120.4K)
Filed 2026-11-02
Ping Capital Management, Inc.
INCREASED
Shares23,200 from 21,400
Change+1,800 (+8%)
Value$1.4M (+$106.0K)
Filed 2026-10-13
Total Clarity Wealth Management, Inc.
INCREASED
Shares23,038 from 17,769
Change+5,269 (+30%)
Value$1.4M (+$319.3K)
Filed 2026-10-26
Verdence Capital Advisors LLC
NEW
Shares22,622
Change+22,622
Value$1.4M
Filed 2026-10-26
Foster Victor Wealth Advisors, LLC
INCREASED
Shares22,621 from 18,375
Change+4,246 (+23%)
Value$1.3M (+$239.9K)
Filed 2026-10-21
B. Riley Wealth Advisors, Inc.
INCREASED
Shares22,559 from 12,603
Change+9,956 (+79%)
Value$1.4M (+$617.0K)
Filed 2026-10-13
Concord Wealth Partners
INCREASED
Shares22,467 from 21,281
Change+1,186 (+6%)
Value$1.4M (+$68.4K)
Filed 2026-11-02
Integrated Advisors Network LLC
INCREASED
Shares22,182 from 21,431
Change+751 (+4%)
Value$1.4M (+$41.7K)
Filed 2026-10-20
Orba Wealth Advisors, L.L.C.
DECREASED
Shares22,148 from 22,614
Change-466 (-2%)
Value$1.4M (-$33.1K)
Filed 2026-10-23
Xcel Wealth Management, LLC
INCREASED
Shares21,929 from 21,201
Change+728 (+3%)
Value$1.3M (+$40.3K)
Filed 2026-10-26
New Wave Wealth Advisors LLC
DECREASED
Shares21,839 from 191,234
Change-169,395 (-89%)
Value$1.3M (-$10.4M)
Filed 2026-10-19
Lewis Asset Management, LLC
DECREASED
Shares21,121 from 22,083
Change-962 (-4%)
Value$1.3M (-$63.3K)
Filed 2026-10-14
Helium Advisors LLC
DECREASED
Shares20,982 from 22,436
Change-1,454 (-6%)
Value$1.3M (-$93.6K)
Filed 2026-10-23
DB&C Advisors, LLC
DECREASED
Shares20,780 from 20,888
Change-108 (-1%)
Value$1.3M (-$10.8K)
Filed 2026-10-26
Aurora Private Wealth, Inc.
INCREASED
Shares20,454 from 19,345
Change+1,109 (+6%)
Value$1.3K (-$1.2M)
Filed 2026-10-20
Merit Financial Group, LLC
INCREASED
Shares20,172 from 16,625
Change+3,547 (+21%)
Value$1.2M (+$214.0K)
Filed 2026-11-06
Taylor Securities Services, Inc.
INCREASED
Shares20,160 from 15,062
Change+5,098 (+34%)
Value$1.2M (+$309.3K)
Filed 2026-10-20
CPC Advisors, LLC
DECREASED
Shares20,061 from 20,666
Change-605 (-3%)
Value$1.2M (-$41.2K)
Filed 2026-10-21
Cooper Financial Group
INCREASED
Shares19,956 from 17,338
Change+2,618 (+15%)
Value$1.2M (+$156.9K)
Filed 2026-10-07
Bauman Advisory Group, LLC
INCREASED
Shares19,829 from 8,832
Change+10,997 (+125%)
Value$1.2M (+$671.9K)
Filed 2026-10-29
Marks Wealth, LLC
DECREASED
Shares19,766 from 21,671
Change-1,905 (-9%)
Value$1.2M (-$121.0K)
Filed 2026-10-30
Focus Financial Network, Inc.
INCREASED
Shares19,671 from 19,044
Change+627 (+3%)
Value$1.2M (+$34.6K)
Filed 2026-10-14
Integrity Advisory Solutions, LLC
NEW
Shares19,591
Change+19,591
Value$1.2M
Filed 2026-10-29
Thayer Partners, LLC / MA
INCREASED
Shares19,564 from 14,484
Change+5,080 (+35%)
Value$1.2M (+$308.3K)
Filed 2026-11-06
Parallel Advisors, LLC
INCREASED
Shares19,504 from 17,471
Change+2,033 (+12%)
Value$1.2M (+$121.0K)
Filed 2026-11-03
Latitude Advisors, LLC
INCREASED
Shares19,078 from 17,381
Change+1,697 (+10%)
Value$1.2M (+$100.5K)
Filed 2026-10-27
GC Wealth Management RIA, LLC
INCREASED
Shares19,077 from 17,055
Change+2,022 (+12%)
Value$1.2M (+$120.5K)
Filed 2026-11-02
Legacy Private Trust Co.
INCREASED
Shares18,910 from 17,910
Change+1,000 (+6%)
Value$1.2M (+$57.7K)
Filed 2026-10-06
Finivi Inc.
DECREASED
Shares18,886 from 18,905
Change-19 (0%)
Value$1.2M (-$5.0K)
Filed 2026-10-13
FNY Investment Advisers, LLC
INCREASED
Shares18,867 from 18,767
Change+100 (+1%)
Value$1.2K (+$2)
Filed 2026-10-16
Cyndeo Wealth Partners, LLC
INCREASED
Shares18,696 from 9,487
Change+9,209 (+97%)
Value$1.1M (+$562.2K)
Filed 2026-10-16
QP Wealth Management, LLC
DECREASED
Shares18,659 from 20,645
Change-1,986 (-10%)
Value$1.1M (-$125.8K)
Filed 2026-10-20
HBK Sorce Advisory LLC
INCREASED
Shares18,336 from 15,954
Change+2,382 (+15%)
Value$984.8K (+$37.4K)
Filed 2026-11-06
Millennium Capital Advisors, LLC
INCREASED
Shares18,265 from 18,166
Change+99 (+1%)
Value$1.1M (+$2.4K)
Filed 2026-10-16
Novem Group
DECREASED
Shares18,085 from 18,171
Change-86 (0%)
Value$1.1M (-$8.9K)
Filed 2026-10-19
Harbor Investment Advisory, LLC
INCREASED
Shares18,053 from 14,970
Change+3,083 (+21%)
Value$1.1M (+$185.9K)
Filed 2026-10-13
Elevation Point Wealth Partners, LLC
UNCHANGED
Shares18,040 from 18,040
Change0 (0%)
Value$1.1M (-$3.6K)
Filed 2026-11-05
Meridian Financial Partners LLC
INCREASED
Shares17,978 from 12,041
Change+5,937 (+49%)
Value$1.1M (+$366.9K)
Filed 2026-10-23
Private Trust Co NA
DECREASED
Shares17,913 from 21,506
Change-3,593 (-17%)
Value$1.1M (-$224.4K)
Filed 2026-10-20
Ashton Thomas Private Wealth, LLC
INCREASED
Shares17,840 from 12,582
Change+5,258 (+42%)
Value$1.1M (+$319.6K)
Filed 2026-11-03
Steinberganna Wealth Management
INCREASED
Shares17,712 from 17,588
Change+124 (+1%)
Value$1.1M (+$4.1K)
Filed 2026-10-23
Intrua Financial, LLC
DECREASED
Shares17,648 from 20,911
Change-3,263 (-16%)
Value$1.1M (-$204.0K)
Filed 2026-10-28
Optima Capital LLC
DECREASED
Shares17,491 from 17,580
Change-89 (-1%)
Value$1.1M (-$9.0K)
Filed 2026-10-29
Consilium Wealth Advisory, LLC
INCREASED
Shares17,489 from 17,196
Change+293 (+2%)
Value$1.1M (+$14.5K)
Filed 2026-10-14
Integrated Financial Solutions, Inc.
INCREASED
Shares17,450 from 9,150
Change+8,300 (+91%)
Value$1.1M (+$506.6K)
Filed 2026-10-09
Redwood Financial Network Corp
DECREASED
Shares17,362 from 17,496
Change-134 (-1%)
Value$1.1M (-$11.7K)
Filed 2026-11-03
Grant Private Wealth Management Inc
INCREASED
Shares17,306 from 17,108
Change+198 (+1%)
Value$1.1M (+$8.7K)
Filed 2026-10-19
Abel Hall, LLC
UNCHANGED
Shares17,100 from 17,100
Change0 (0%)
Value$1.0M (-$3.4K)
Filed 2026-10-19
Fermata Advisors, LLC
INCREASED
Shares17,039 from 14,546
Change+2,493 (+17%)
Value$1.0M (+$149.8K)
Filed 2026-10-13
Elmwood Wealth Management, Inc.
INCREASED
Shares16,999 from 16,724
Change+275 (+2%)
Value$1.0M (+$13.5K)
Filed 2026-10-14
Silverlake Wealth Management LLC
INCREASED
Shares16,998 from 12,628
Change+4,370 (+35%)
Value$1.0M (+$265.2K)
Filed 2026-10-21
Pennsylvania Capital Management Inc
INCREASED
Shares16,987 from 15,585
Change+1,402 (+9%)
Value$1.0M (+$82.8K)
Filed 2026-11-05
Orgel Wealth Management, LLC
INCREASED
Shares16,934 from 16,113
Change+821 (+5%)
Value$1.0M (+$47.1K)
Filed 2026-10-14
Key Client Fiduciary Advisors, LLC
INCREASED
Shares16,690 from 15,528
Change+1,162 (+7%)
Value$1.0M (+$68.0K)
Filed 2026-10-19
OpenArc Corporate Advisory, LLC
INCREASED
Shares16,601 from 9,178
Change+7,423 (+81%)
Value$1.0M (+$452.9K)
Filed 2026-10-21
Tepp RIA, LLC
INCREASED
Shares16,510 from 16,355
Change+155 (+1%)
Value$1.0M (+$6.2K)
Filed 2026-10-14
Great Diamond Partners, LLC
DECREASED
Shares16,491 from 16,721
Change-230 (-1%)
Value$1.0M (-$17.4K)
Filed 2026-10-13
Hofer & Associates. Inc
NEW
Shares16,308
Change+16,308
Value$999.1K
Filed 2026-10-13
RED Crane Wealth Management, LLC
INCREASED
Shares16,308 from 16,294
Change+14 (+0%)
Value$999.1K (-$2.4K)
Filed 2026-10-14
Comprehensive Financial Planning, Inc.
INCREASED
Shares16,134 from 15,845
Change+289 (+2%)
Value$988.4K (+$14.6K)
Filed 2026-10-27
Signature Equity Partners, LLC
INCREASED
Shares16,089 from 14,037
Change+2,052 (+15%)
Value$985.6K (+$122.9K)
Filed 2026-10-29
Stonebridge Financial Group, LLC
INCREASED
Shares15,975 from 15,663
Change+312 (+2%)
Value$978.6K (+$16.0K)
Filed 2026-10-01
Asset Allocation Strategies LLC
INCREASED
Shares15,892 from 15,680
Change+212 (+1%)
Value$973.6K (+$9.9K)
Filed 2026-10-20
Innovative Advisory Group, LLC
INCREASED
Shares15,664 from 14,105
Change+1,559 (+11%)
Value$959.6K (+$92.7K)
Filed 2026-10-13
Jacobi Capital Management LLC
INCREASED
Shares15,664 from 15,328
Change+336 (+2%)
Value$959.6K (+$17.5K)
Filed 2026-11-05
Chung Wu Investment Group, LLC
INCREASED
Shares15,615 from 15,415
Change+200 (+1%)
Value$956.6K (+$9.2K)
Filed 2026-11-03
Worth Financial Advisory Group, LLC
INCREASED
Shares15,464 from 14,844
Change+620 (+4%)
Value$947.3K (+$35.0K)
Filed 2026-10-19
Teamwork Financial Advisors, LLC
DECREASED
Shares15,357 from 22,470
Change-7,113 (-32%)
Value$940.8K (-$440.2K)
Filed 2026-10-19
Brighton Jones LLC
INCREASED
Shares15,123 from 8,622
Change+6,501 (+75%)
Value$926.4K (+$396.5K)
Filed 2026-11-03
Corps Capital Advisors, LLC
UNCHANGED
Shares15,062 from 15,062
Change0 (0%)
Value$922.7K (-$3.0K)
Filed 2026-11-05
Bluedoor Private Wealth, LLC
INCREASED
Shares14,612 from 10,749
Change+3,863 (+36%)
Value$895.1K (+$234.5K)
Filed 2026-11-05
Asset One Wealth Management LLC
INCREASED
Shares14,505 from 13,603
Change+902 (+7%)
Value$888.6K (+$70.8K)
Filed 2026-11-02
Strategic Advisors LLC
INCREASED
Shares14,501 from 13,972
Change+529 (+4%)
Value$888.3K (+$29.6K)
Filed 2026-10-13
Cora Capital Advisors LLC
INCREASED
Shares14,410 from 11,965
Change+2,445 (+20%)
Value$882.8K (+$147.4K)
Filed 2026-11-02
Clay Northam Wealth Management, LLC
UNCHANGED
Shares14,405 from 14,405
Change0 (0%)
Value$882.5K (-$2.9K)
Filed 2026-10-13
Sagespring Wealth Partners, LLC
INCREASED
Shares14,324 from 12,221
Change+2,103 (+17%)
Value$877.5K (+$126.3K)
Filed 2026-10-22
Autumn Glory Partners, LLC
UNCHANGED
Shares14,215 from 14,215
Change0 (0%)
Value$870.8K (-$2.8K)
Filed 2026-10-26
Diligent Investors, LLC
INCREASED
Shares14,158 from 13,848
Change+310 (+2%)
Value$867.3K (+$16.2K)
Filed 2026-10-21
Bell Bank
DECREASED
Shares14,137 from 14,347
Change-210 (-1%)
Value$866.0K (-$15.7K)
Filed 2026-10-21
Fullerton Advisors, LLC
INCREASED
Shares13,842 from 13,504
Change+338 (+3%)
Value$847.9K (+$18.0K)
Filed 2026-10-14
Stirlingshire Investments, Inc.
INCREASED
Shares13,836 from 11,087
Change+2,749 (+25%)
Value$847.6K (+$166.2K)
Filed 2026-11-05
Cap Partners, LLC
INCREASED
Shares13,788 from 13,461
Change+327 (+2%)
Value$844.7K (+$17.4K)
Filed 2026-10-19
Lanark Financial, Inc.
INCREASED
Shares13,507 from 12,020
Change+1,487 (+12%)
Value$827.4K (+$88.7K)
Filed 2026-10-26
Tritonpoint Wealth, LLC
DECREASED
Shares13,413 from 14,139
Change-726 (-5%)
Value$821.7K (-$47.3K)
Filed 2026-10-19
Soundwatch Capital LLC
INCREASED
Shares13,332 from 8,404
Change+4,928 (+59%)
Value$813.8K (+$297.3K)
Filed 2026-11-04
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares13,267 from 250
Change+13,017 (+5207%)
Value$813 (+$798)
Filed 2026-10-14
Atria Investments, Inc
DECREASED
Shares13,264 from 13,667
Change-403 (-3%)
Value$812.6K (-$27.4K)
Filed 2026-10-15
Future Financial Wealth Managment LLC
INCREASED
Shares13,263 from 12,535
Change+728 (+6%)
Value$812.5K (+$78.8K)
Filed 2026-10-15
Southland Equity Partners LLC
DECREASED
Shares13,242 from 13,355
Change-113 (-1%)
Value$811.2K (-$9.6K)
Filed 2026-10-14
Compass Financial Management LLC
INCREASED
Shares13,076 from 12,919
Change+157 (+1%)
Value$801.0K (+$29.5K)
Filed 2026-10-30
Investment Planning Advisors, Inc.
DECREASED
Shares13,024 from 13,320
Change-296 (-2%)
Value$797.9K (-$20.8K)
Filed 2026-10-14
Red Mountain Financial, LLC
INCREASED
Shares13,000 from 10,300
Change+2,700 (+26%)
Value$796.4K (+$163.3K)
Filed 2026-11-03
Argyle Capital Partners, LLC
INCREASED
Shares12,718 from 5,715
Change+7,003 (+123%)
Value$779.1K (+$427.9K)
Filed 2026-10-23
Kelly Financial Services LLC
INCREASED
Shares12,574 from 12,129
Change+445 (+4%)
Value$770.3K (+$24.9K)
Filed 2026-10-20
Triton Wealth Management, Pllc
INCREASED
Shares12,541 from 10,029
Change+2,512 (+25%)
Value$710.5K (+$114.3K)
Filed 2026-11-04
Blue Trust, Inc.
INCREASED
Shares12,289 from 1,606
Change+10,683 (+665%)
Value$752.8K (+$654.1K)
Filed 2026-10-15
Unique Wealth, LLC
INCREASED
Shares12,227 from 6,697
Change+5,530 (+83%)
Value$749.0K (+$337.4K)
Filed 2026-10-16
Innovative Wealth Building LLC
INCREASED
Shares12,206 from 11,826
Change+380 (+3%)
Value$747.8K (+$20.9K)
Filed 2026-10-14
Darden Wealth Group Inc
INCREASED
Shares12,162 from 11,662
Change+500 (+4%)
Value$745.0K (+$28.3K)
Filed 2026-11-06
Howard Financial Services, Ltd.
INCREASED
Shares12,105 from 12,062
Change+43 (+0%)
Value$741.6K (+$248)
Filed 2026-10-15
TopTier Wealth Management, LLC
DECREASED
Shares12,099 from 12,362
Change-263 (-2%)
Value$741.2K (-$18.6K)
Filed 2026-10-16
Parsons Capital Management Inc
INCREASED
Shares12,028 from 5,449
Change+6,579 (+121%)
Value$736.8K (+$401.9K)
Filed 2026-10-28
Citigroup Inc
INCREASED
Shares12,005 from 8,105
Change+3,900 (+48%)
Value$735.4K (+$237.3K)
Filed 2026-11-04
UMB Bank, n.a.
INCREASED
Shares12,000 from 9,000
Change+3,000 (+33%)
Value$735.1K (+$182.0K)
Filed 2026-11-06
Verus Capital Partners, LLC
DECREASED
Shares11,985 from 14,039
Change-2,054 (-15%)
Value$734.2K (-$128.7K)
Filed 2026-11-03
Allen Capital Group, LLC
INCREASED
Shares11,832 from 11,503
Change+329 (+3%)
Value$724.8K (+$17.9K)
Filed 2026-10-27
Strategic Blueprint, LLC
DECREASED
Shares11,792 from 12,482
Change-690 (-6%)
Value$722.4K (-$44.7K)
Filed 2026-10-22
Schear Investment Advisers, LLC
NEW
Shares11,779
Change+11,779
Value$721.6K
Filed 2026-10-14
Tempo Wealth, LLC
DECREASED
Shares11,779 from 12,551
Change-772 (-6%)
Value$721.6K (-$49.8K)
Filed 2026-10-14
Gables Capital Management Inc.
INCREASED
Shares11,735 from 8,925
Change+2,810 (+31%)
Value$718.9K (+$170.4K)
Filed 2026-11-04
Madden Securities Corp
DECREASED
Shares11,657 from 15,634
Change-3,977 (-25%)
Value$714.1K (-$246.8K)
Filed 2026-10-27
Castle Rock Wealth Management, LLC
INCREASED
Shares11,638 from 10,653
Change+985 (+9%)
Value$712.8K (+$71.5K)
Filed 2026-10-09
Guidance Capital, Inc
INCREASED
Shares11,456 from 6,918
Change+4,538 (+66%)
Value$644.3K (+$234.3K)
Filed 2026-11-03
Gateway Investment Advisers LLC
INCREASED
Shares11,368 from 8,511
Change+2,857 (+34%)
Value$696.4K (+$173.3K)
Filed 2026-10-13
Armstrong Advisory Group, Inc
INCREASED
Shares11,166 from 11,110
Change+56 (+1%)
Value$684.0K (+$1.2K)
Filed 2026-10-09
Blvd Private Wealth, LLC
INCREASED
Shares11,154 from 10,813
Change+341 (+3%)
Value$683.3K (+$18.7K)
Filed 2026-10-14
Adell Harriman & Carpenter Inc
NEW
Shares11,075
Change+11,075
Value$678.5K
Filed 2026-11-02
Elevation Wealth Management LLC
DECREASED
Shares11,057 from 11,139
Change-82 (-1%)
Value$677.4K (-$7.3K)
Filed 2026-11-02
Pacific Center for Financial Services
INCREASED
Shares11,042 from 10,866
Change+176 (+2%)
Value$676.5K (+$8.6K)
Filed 2026-10-15
RDA Financial Network
DECREASED
Shares10,990 from 11,406
Change-416 (-4%)
Value$673.3K (-$27.8K)
Filed 2026-10-15
Capital Advisors, Ltd. LLC
INCREASED
Shares10,953 from 10,587
Change+366 (+3%)
Value$671 (+$20)
Filed 2026-10-27
Capital Advisors Wealth Management, LLC
INCREASED
Shares10,943 from 7,714
Change+3,229 (+42%)
Value$670.3K (+$196.3K)
Filed 2026-10-09
Almanack Investment Partners, Llc.
INCREASED
Shares10,930 from 4,600
Change+6,330 (+138%)
Value$669.6K (+$386.9K)
Filed 2026-11-03
Galvin, Gaustad & Stein, LLC
INCREASED
Shares10,925 from 10,625
Change+300 (+3%)
Value$669.3K (+$16.3K)
Filed 2026-10-08
Armor Investment Advisors, LLC
DECREASED
Shares10,890 from 12,792
Change-1,902 (-15%)
Value$667.1K (-$119.1K)
Filed 2026-10-27
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares10,801 from 11,163
Change-362 (-3%)
Value$661.7K (-$24.4K)
Filed 2026-10-14
Private Capital Advisors, Inc.
INCREASED
Shares10,756 from 10,556
Change+200 (+2%)
Value$658.9K (+$10.1K)
Filed 2026-10-06
MSH Capital Advisors LLC
DECREASED
Shares10,679 from 12,074
Change-1,395 (-12%)
Value$654.2K (-$87.9K)
Filed 2026-11-03
Global Wealth Strategies & Associates
DECREASED
Shares10,679 from 11,252
Change-573 (-5%)
Value$654.2K (-$37.4K)
Filed 2026-10-02
Murphy & Mullick Capital Management Corp
INCREASED
Shares10,649 from 10,440
Change+209 (+2%)
Value$652.4K (+$10.7K)
Filed 2026-11-02
Tcfg Investment Advisors, LLC
INCREASED
Shares10,647 from 8,839
Change+1,808 (+20%)
Value$648.7K (+$113.6K)
Filed 2026-10-20
Roman Butler Fullerton & Co
INCREASED
Shares10,642 from 9,728
Change+914 (+9%)
Value$633.2K (+$53.5K)
Filed 2026-10-27
Elco Management Co., LLC
DECREASED
Shares10,600 from 11,500
Change-900 (-8%)
Value$649.4K (-$57.4K)
Filed 2026-10-14
Cypress Wealth Services, LLC
INCREASED
Shares10,598 from 10,074
Change+524 (+5%)
Value$649.4K (+$30.2K)
Filed 2026-10-21
Ehrlich Financial Group
INCREASED
Shares10,593 from 10,329
Change+264 (+3%)
Value$649.0K (+$14.1K)
Filed 2026-10-20
Johnson & White Wealth Management, LLC
DECREASED
Shares10,592 from 10,931
Change-339 (-3%)
Value$648.9K (-$22.9K)
Filed 2026-11-03
Certior Financial Group, LLC
UNCHANGED
Shares10,574 from 10,574
Change0 (0%)
Value$647.8K (-$2.1K)
Filed 2026-10-19
Syntegra Private Wealth Group, LLC
DECREASED
Shares10,572 from 11,475
Change-903 (-8%)
Value$647.6K (-$57.6K)
Filed 2026-10-13
Rhodes Investment Advisors Inc
INCREASED
Shares10,475 from 6,605
Change+3,870 (+59%)
Value$641.7K (+$235.8K)
Filed 2026-10-07
Plus Group Wealth Advisors LLC
INCREASED
Shares10,220 from 8,858
Change+1,362 (+15%)
Value$626.1K (+$81.7K)
Filed 2026-10-19
Prosperity Financial Group, Inc.
INCREASED
Shares9,932 from 9,603
Change+329 (+3%)
Value$608.5K (+$18.2K)
Filed 2026-10-29
Rockingstone Advisors LLC
UNCHANGED
Shares9,850 from 9,850
Change0 (0%)
Value$603.4K (-$2.0K)
Filed 2026-10-16
Griffin Asset Management, Inc.
INCREASED
Shares9,830 from 3,850
Change+5,980 (+155%)
Value$602.2K (+$365.6K)
Filed 2026-10-22
Shepherd Financial Partners LLC
UNCHANGED
Shares9,817 from 9,817
Change0 (0%)
Value$601.4K (-$2.0K)
Filed 2026-11-03
Acorn Financial Advisory Services Inc
INCREASED
Shares9,616 from 9,298
Change+318 (+3%)
Value$589.1K (+$17.7K)
Filed 2026-11-02
Discipline Wealth Solutions, LLC
INCREASED
Shares9,562 from 8,722
Change+840 (+10%)
Value$585.8K (+$49.7K)
Filed 2026-10-14
CRA Financial Services, LLC
DECREASED
Shares9,537 from 9,593
Change-56 (-1%)
Value$584.3K (-$5.3K)
Filed 2026-10-16
Clearwave Capital, LLC
INCREASED
Shares9,461 from 9,444
Change+17 (+0%)
Value$579.6K (-$842)
Filed 2026-10-27
Balboa Wealth Partners
INCREASED
Shares9,439 from 9,434
Change+5 (+0%)
Value$578.2K (-$1.5K)
Filed 2026-10-20
Smith Chas P & Associates PA Cpas
INCREASED
Shares9,416 from 9,316
Change+100 (+1%)
Value$553.8K (-$18.8K)
Filed 2026-10-22
LJI Wealth Management, LLC
NEW
Shares9,380
Change+9,380
Value$574.6K
Filed 2026-10-28
Fearless Solutions, LLC dba Best Invest
DECREASED
Shares9,363 from 9,588
Change-225 (-2%)
Value$573.6K (-$15.7K)
Filed 2026-10-14
WealthPLAN Partners, LLC
INCREASED
Shares9,360 from 7,298
Change+2,062 (+28%)
Value$573.4K (+$124.8K)
Filed 2026-10-15
Wesbanco Bank Inc
DECREASED
Shares9,344 from 14,534
Change-5,190 (-36%)
Value$572.4K (-$320.8K)
Filed 2026-11-04
Cadent Capital Advisors, LLC
INCREASED
Shares9,328 from 7,246
Change+2,082 (+29%)
Value$571.5K (+$126.1K)
Filed 2026-10-09
Ironsides Asset Advisors, LLC
DECREASED
Shares9,310 from 9,560
Change-250 (-3%)
Value$570.3K (-$17.2K)
Filed 2026-10-20
Clarus Wealth Advisors
INCREASED
Shares9,285 from 7,923
Change+1,362 (+17%)
Value$567.2K (+$96.2K)
Filed 2026-10-13
TFB Advisors LLC
INCREASED
Shares9,243 from 9,001
Change+242 (+3%)
Value$566.2K (+$13.0K)
Filed 2026-11-02
Sound Income Strategies, LLC
DECREASED
Shares9,242 from 10,211
Change-969 (-9%)
Value$563.1K (-$64.4K)
Filed 2026-10-09
Capital Asset Advisory Services LLC
DECREASED
Shares9,225 from 9,976
Change-751 (-8%)
Value$538.9K (-$74.2K)
Filed 2026-10-30
Fulcrum Wealth Advisors, LLC
INCREASED
Shares9,110 from 7,595
Change+1,515 (+20%)
Value$558.1K (+$91.3K)
Filed 2026-10-16
Sage Financial Group Inc
NEW
Shares9,058
Change+9,058
Value$554.9K
Filed 2026-10-27
Thompson Davis & Co., Inc.
UNCHANGED
Shares9,021 from 9,021
Change0 (0%)
Value$552.6K (-$1.8K)
Filed 2026-11-05
Ethos Capital Management, Inc.
DECREASED
Shares9,000 from 10,458
Change-1,458 (-14%)
Value$551.3K (-$91.4K)
Filed 2026-11-03
Baker Avenue Asset Management, LP
DECREASED
Shares8,990 from 9,411
Change-421 (-4%)
Value$550.7K (-$27.7K)
Filed 2026-11-06
Winebrenner Capital Management LLC
INCREASED
Shares8,832 from 8,076
Change+756 (+9%)
Value$541.0K (+$44.7K)
Filed 2026-10-07
Carnegie Lake Advisors LLC
UNCHANGED
Shares8,788 from 8,788
Change0 (0%)
Value$538.4K (-$1.8K)
Filed 2026-11-06
Hamel Associates, Inc.
INCREASED
Shares8,607 from 8,462
Change+145 (+2%)
Value$527.3K (+$7.2K)
Filed 2026-11-06
Fifth Third Securities, Inc.
INCREASED
Shares8,538 from 7,134
Change+1,404 (+20%)
Value$523.0K (+$84.6K)
Filed 2026-10-21
FSM Wealth Advisors, LLC
UNCHANGED
Shares8,530 from 8,530
Change0 (0%)
Value$521.1K (-$3.2K)
Filed 2026-10-27
Advisor OS, LLC
NEW
Shares8,427
Change+8,427
Value$516.2K
Filed 2026-11-03
Independent Investors Inc
UNCHANGED
Shares8,410 from 8,410
Change0 (0%)
Value$515.2K (-$1.7K)
Filed 2026-10-30
Williams Jones Wealth Management, Llc.
UNCHANGED
Shares8,350 from 8,350
Change0 (0%)
Value$511.5K (-$1.7K)
Filed 2026-11-05
Cherry Tree Wealth Management, LLC
DECREASED
Shares8,332 from 17,780
Change-9,448 (-53%)
Value$510.4K (-$582.4K)
Filed 2026-10-15
Mindset Wealth Management, LLC
INCREASED
Shares8,303 from 4,549
Change+3,754 (+83%)
Value$508.7K (+$229.1K)
Filed 2026-10-19
Victory Financial Group, LLC
INCREASED
Shares8,294 from 3,587
Change+4,707 (+131%)
Value$508.1K (+$287.6K)
Filed 2026-10-27
Fisher Asset Management, LLC
INCREASED
Shares8,171 from 6,237
Change+1,934 (+31%)
Value$500.6K (+$117.3K)
Filed 2026-11-06
Integrity Wealth Advisors, Inc.
NEW
Shares8,167
Change+8,167
Value$500.3K
Filed 2026-10-29
Meadowbrook Wealth Management, LLC
INCREASED
Shares8,134 from 5,814
Change+2,320 (+40%)
Value$498.3K (+$148.3K)
Filed 2026-10-08
Winch Advisory Services, LLC
INCREASED
Shares8,091 from 3,141
Change+4,950 (+158%)
Value$495.7K (+$302.6K)
Filed 2026-11-06
Johnson Financial Group, LLC
UNCHANGED
Shares8,066 from 8,066
Change0 (0%)
Value$494.1K (-$1.6K)
Filed 2026-11-03
Modera Wealth Management, LLC
INCREASED
Shares7,981 from 7,840
Change+141 (+2%)
Value$488.9K (+$7.1K)
Filed 2026-10-28
Quadrant Capital Group LLC
NEW
Shares7,878
Change+7,878
Value$479.9K
Filed 2026-10-20
Family Investment Center, Inc.
DECREASED
Shares7,861 from 8,272
Change-411 (-5%)
Value$481.6K (-$26.8K)
Filed 2026-10-19
Outlook Wealth Advisors, LLC
DECREASED
Shares7,843 from 8,616
Change-773 (-9%)
Value$480.5K (-$49.1K)
Filed 2026-10-28
Markowski Investments
DECREASED
Shares7,790 from 9,199
Change-1,409 (-15%)
Value$477.2K (-$88.2K)
Filed 2026-10-30
Appleton Partners Inc
INCREASED
Shares7,740 from 7,340
Change+400 (+5%)
Value$474 (-$450.5K)
Filed 2026-10-30
Triad Wealth Partners, LLC
DECREASED
Shares7,716 from 13,904
Change-6,188 (-45%)
Value$472.7K (-$338.5K)
Filed 2026-10-26
Tempus Wealth Planning, LLC
DECREASED
Shares7,699 from 27,365
Change-19,666 (-72%)
Value$471.6K (-$1.2M)
Filed 2026-10-14
Central Trust Co
INCREASED
Shares7,686 from 7,663
Change+23 (+0%)
Value$470.8K (-$123)
Filed 2026-11-05
Ritholtz Wealth Management
INCREASED
Shares7,678 from 3,468
Change+4,210 (+121%)
Value$470.4K (+$257.2K)
Filed 2026-11-05
Redhawk Wealth Advisors, Inc.
DECREASED
Shares7,620 from 7,648
Change-28 (0%)
Value$466.8K (-$3.2K)
Filed 2026-10-14
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED
Shares7,600 from 7,600
Change0 (0%)
Value$465.6K (-$1.5K)
Filed 2026-10-29
Aureum Wealth Management, LLC
INCREASED
Shares7,597 from 6,471
Change+1,126 (+17%)
Value$465.4K (+$67.7K)
Filed 2026-10-15
Independence Asset Advisors, LLC
INCREASED
Shares7,551 from 7,324
Change+227 (+3%)
Value$462.5K (+$12.4K)
Filed 2026-10-23
Searle & Co.
UNCHANGED
Shares7,490 from 7,490
Change0 (0%)
Value$458.8K (-$1.5K)
Filed 2026-11-04
TD Waterhouse Canada Inc.
INCREASED
Shares7,342 from 4,858
Change+2,484 (+51%)
Value$446.4K (+$154.0K)
Filed 2026-10-16
EPG Wealth Management LLC
NEW
Shares7,312
Change+7,312
Value$447.9K
Filed 2026-11-03
Wealth Management Partners, LLC
DECREASED
Shares7,183 from 8,611
Change-1,428 (-17%)
Value$440.0K (-$89.2K)
Filed 2026-10-21
Nordwand Advisors, LLC
INCREASED
Shares7,160 from 6,325
Change+835 (+13%)
Value$438.6K (+$49.9K)
Filed 2026-11-05
Legacy Wealth Management, LLC / MS
UNCHANGED
Shares6,990 from 6,990
Change0 (0%)
Value$428.2K (-$1.4K)
Filed 2026-10-30
Socha Financial Group, LLC
UNCHANGED
Shares6,971 from 6,971
Change0 (0%)
Value$427.0K (-$1.4K)
Filed 2026-11-03
Landmark Wealth Management, LLC
DECREASED
Shares6,887 from 6,931
Change-44 (-1%)
Value$421.9K (-$4.0K)
Filed 2026-11-03
Smart Wealth LLC
INCREASED
Shares6,832 from 6,152
Change+680 (+11%)
Value$418.5K (+$40.4K)
Filed 2026-11-04
Milestone Asset Management Group, LLC
INCREASED
Shares6,817 from 6,696
Change+121 (+2%)
Value$417.6K (+$6.0K)
Filed 2026-10-20
Means Investment Co., Inc.
DECREASED
Shares6,815 from 7,761
Change-946 (-12%)
Value$417.5K (-$59.5K)
Filed 2026-11-03
NBT Bank, N.A.
INCREASED
Shares6,725 from 4,725
Change+2,000 (+42%)
Value$412.0K (+$121.6K)
Filed 2026-10-21
Benchmark Financial, LLC
INCREASED
Shares6,577 from 6,450
Change+127 (+2%)
Value$402.9K (+$6.5K)
Filed 2026-10-16
TritonPoint Partners, LLC
DECREASED
Shares6,533 from 14,139
Change-7,606 (-54%)
Value$400.2K (-$468.8K)
Filed 2026-11-05
Apollon Financial, LLC
INCREASED
Shares6,497 from 6,494
Change+3 (+0%)
Value$398.0K (-$1.1K)
Filed 2026-10-23
Meridian Wealth Management, LLC
DECREASED
Shares6,495 from 6,497
Change-2 (0%)
Value$397.9K (-$1.4K)
Filed 2026-11-05
Aspen Investment Management Inc
DECREASED
Shares6,490 from 7,115
Change-625 (-9%)
Value$398 (-$39)
Filed 2026-11-05
Arlington Financial Advisors, LLC
UNCHANGED
Shares6,400 from 6,400
Change0 (0%)
Value$392.1K (-$1.3K)
Filed 2026-10-19
Pinion Investment Advisors, LLC
INCREASED
Shares6,386 from 6,199
Change+187 (+3%)
Value$391.2K (+$10.2K)
Filed 2026-11-04
Optivise Advisory Services LLC
INCREASED
Shares6,288 from 6,049
Change+239 (+4%)
Value$385.2K (+$13.4K)
Filed 2026-10-19
James J. Burns & Company, LLC
UNCHANGED
Shares6,264 from 6,264
Change0 (0%)
Value$383.7K (-$1.3K)
Filed 2026-10-22
Balefire, LLC
INCREASED
Shares6,235 from 5,273
Change+962 (+18%)
Value$382.0K (+$57.9K)
Filed 2026-10-09
Blodgett Wealth Advisors, LLC
DECREASED
Shares6,200 from 6,350
Change-150 (-2%)
Value$379.8K (-$10.5K)
Filed 2026-10-23
Coquina Private Wealth LLC
INCREASED
Shares6,194 from 5,988
Change+206 (+3%)
Value$379.4K (+$11.4K)
Filed 2026-10-27
Raub Brock Capital Management LP
UNCHANGED
Shares6,163 from 6,163
Change0 (0%)
Value$377.5K (-$1.2K)
Filed 2026-10-21
Beaumont Financial Advisors, LLC
INCREASED
Shares6,131 from 4,231
Change+1,900 (+45%)
Value$375.6K (+$115.5K)
Filed 2026-10-22
Montecito Bank & Trust
DECREASED
Shares6,130 from 6,150
Change-20 (0%)
Value$375.5K (-$2.5K)
Filed 2026-10-01
Claro Advisors Inc.
INCREASED
Shares6,048 from 5,498
Change+550 (+10%)
Value$370.5K (+$32.6K)
Filed 2026-11-02
Sherry Group, Inc.
INCREASED
Shares6,038 from 3,500
Change+2,538 (+73%)
Value$369.9K (+$157.4K)
Filed 2026-10-09
Morey & Quinn Wealth Partners, LLC
INCREASED
Shares6,022 from 5,190
Change+832 (+16%)
Value$368.9K (+$49.9K)
Filed 2026-10-28
Secure Asset Management, LLC
INCREASED
Shares6,020 from 5,997
Change+23 (+0%)
Value$368.8K (+$194)
Filed 2026-10-19
RIA Advisory Group LLC
NEW
Shares5,980
Change+5,980
Value$366.3K
Filed 2026-10-15
Marion Wealth Management
DECREASED
Shares5,979 from 7,112
Change-1,133 (-16%)
Value$366.3K (-$70.8K)
Filed 2026-10-22
Buska Wealth Management, LLC
NEW
Shares5,943
Change+5,943
Value$364.0K
Filed 2026-10-08
Crossmark Global Holdings, Inc.
UNCHANGED
Shares5,939 from 5,939
Change0 (0%)
Value$363.8K (-$1.2K)
Filed 2026-10-21
Clearstead Trust, LLC
INCREASED
Shares5,936 from 5,419
Change+517 (+10%)
Value$363.6K (+$30.6K)
Filed 2026-11-06
Northbridge Financial Group, LLC
UNCHANGED
Shares5,890 from 5,890
Change0 (0%)
Value$360.8K (-$1.2K)
Filed 2026-11-05
Portfolio Strategies, Inc.
DECREASED
Shares5,857 from 5,903
Change-46 (-1%)
Value$358.8K (-$4.0K)
Filed 2026-11-06
Solutions 4 Wealth, Ltd
NEW
Shares5,760
Change+5,760
Value$352.9K
Filed 2026-11-03
First Heartland Consultants, Inc.
DECREASED
Shares5,746 from 7,235
Change-1,489 (-21%)
Value$352.0K (-$92.7K)
Filed 2026-10-08
SevenBridge Financial Group, LLC
DECREASED
Shares5,710 from 6,063
Change-353 (-6%)
Value$339.4K (-$22.8K)
Filed 2026-10-26
Signaturefd, LLC
INCREASED
Shares5,707 from 5,572
Change+135 (+2%)
Value$349.6K (+$7.1K)
Filed 2026-10-23
BankPlus Trust Department
UNCHANGED
Shares5,692 from 5,692
Change0 (0%)
Value$348.7K (-$1.1K)
Filed 2026-11-06
Valeo Financial Advisors, LLC
INCREASED
Shares5,673 from 3,267
Change+2,406 (+74%)
Value$347.5K (+$146.7K)
Filed 2026-10-08
Cathy Pareto & Associates, Inc
INCREASED
Shares5,573 from 5,555
Change+18 (+0%)
Value$341.4K (-$2)
Filed 2026-10-15
One Advisory Partners, LLC
UNCHANGED
Shares5,562 from 5,562
Change0 (0%)
Value$340.7K (-$1.1K)
Filed 2026-10-22
Csenge Advisory Group
INCREASED
Shares5,557 from 5,194
Change+363 (+7%)
Value$340.4K (+$21.2K)
Filed 2026-11-04
Sovran Advisors, LLC
NEW
Shares5,545
Change+5,545
Value$329.2K
Filed 2026-11-02
Accurate Wealth Management, LLC
INCREASED
Shares5,407 from 4,565
Change+842 (+18%)
Value$329.4K (+$53.5K)
Filed 2026-10-20
Redwood Family Wealth LLC
INCREASED
Shares5,363 from 5,300
Change+63 (+1%)
Value$328.6K (+$2.8K)
Filed 2026-10-20
Focused Alpha, LLC
DECREASED
Shares5,319 from 5,624
Change-305 (-5%)
Value$325.8K (-$19.8K)
Filed 2026-10-20
Valicenti Advisory Services Inc
UNCHANGED
Shares5,283 from 5,283
Change0 (0%)
Value$324 (-$1)
Filed 2026-10-23
Walkner Condon Financial Advisors LLC
INCREASED
Shares5,186 from 5,171
Change+15 (+0%)
Value$317.7K (-$109)
Filed 2026-11-02
Principal Financial Group Inc
NEW
Shares5,137
Change+5,137
Value$314.7K
Filed 2026-11-02
Farmers & Merchants Trust Co of Long Beach
UNCHANGED
Shares5,115 from 5,115
Change0 (0%)
Value$313.3K (-$1.0K)
Filed 2026-10-22
Mascoma Wealth Management LLC
UNCHANGED
Shares5,104 from 5,104
Change0 (0%)
Value$312.7K (-$1.0K)
Filed 2026-10-23
Hohimer Wealth Management, LLC
UNCHANGED
Shares5,090 from 5,090
Change0 (0%)
Value$311.8K (-$1.0K)
Filed 2026-11-04
Guyasuta Investment Advisors Inc
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$306.3K (-$1.0K)
Filed 2026-10-15
Laurel OAK Wealth Management, LLC
INCREASED
Shares4,998 from 4,071
Change+927 (+23%)
Value$306.2K (+$56.0K)
Filed 2026-10-19
Register Financial Advisors LLC
NEW
Shares4,984
Change+4,984
Value$305.3K
Filed 2026-10-23
Interchange Capital Partners, LLC
UNCHANGED
Shares4,984 from 4,984
Change0 (0%)
Value$305.4K (-$989)
Filed 2026-10-28
Fairvoy Private Wealth, LLC
INCREASED
Shares4,922 from 4,887
Change+35 (+1%)
Value$301.5K (+$1.2K)
Filed 2026-10-19
Financial Management Network Inc
INCREASED
Shares4,915 from 3,590
Change+1,325 (+37%)
Value$300.0K (+$90.0K)
Filed 2026-10-09
Cape Investment Advisory, Inc.
INCREASED
Shares4,893 from 4,370
Change+523 (+12%)
Value$299.7K (+$31.2K)
Filed 2026-10-13
Integrated Wealth Management
UNCHANGED
Shares4,851 from 4,851
Change0 (0%)
Value$297.2K (-$970)
Filed 2026-10-19
Madrona Financial Services, LLC
INCREASED
Shares4,804 from 4,674
Change+130 (+3%)
Value$294.3K (+$7.0K)
Filed 2026-10-23
Advisor Resource Council
UNCHANGED
Shares4,800 from 4,800
Change0 (0%)
Value$293.7K (+$4.9K)
Filed 2026-11-05
Realta Investment Advisors
INCREASED
Shares4,754 from 4,690
Change+64 (+1%)
Value$291.2K (+$2.9K)
Filed 2026-10-14
Compass Ion Advisors, LLC
DECREASED
Shares4,743 from 5,553
Change-810 (-15%)
Value$290.6K (-$50.7K)
Filed 2026-10-23
Catalyst Private Wealth, LLC
UNCHANGED
Shares4,698 from 4,698
Change0 (0%)
Value$287.8K (-$940)
Filed 2026-10-13
Cobblestone Asset Management LLC
INCREASED
Shares4,680 from 4,461
Change+219 (+5%)
Value$286.7K (+$12.5K)
Filed 2026-10-13
Obsidian CIO, LLC
DECREASED
Shares4,638 from 4,673
Change-35 (-1%)
Value$284.1K (-$3.0K)
Filed 2026-11-05
Tennessee Valley Asset Management Partners
NEW
Shares4,633
Change+4,633
Value$283.8K
Filed 2026-11-03
Boyum Wealth Architects LLC
DECREASED
Shares4,557 from 4,593
Change-36 (-1%)
Value$278.2K (+$4.5K)
Filed 2026-10-06
SP Asset Management LLC
INCREASED
Shares4,535 from 4,383
Change+152 (+3%)
Value$277.8K (+$8.4K)
Filed 2026-11-05
Private Wealth Group, LLC
INCREASED
Shares4,516 from 4,360
Change+156 (+4%)
Value$276.7K (+$8.7K)
Filed 2026-10-19
BridgePort Financial Solutions, LLC
NEW
Shares4,512
Change+4,512
Value$276.4K
Filed 2026-11-02
Meridian Financial Advisors, LLC
INCREASED
Shares4,508 from 4,478
Change+30 (+1%)
Value$276.2K (+$939)
Filed 2026-10-14
WoodTrust Financial Corp
INCREASED
Shares4,500 from 3,500
Change+1,000 (+29%)
Value$276 (-$214.7K)
Filed 2026-10-09
Montz Harcus Wealth Management LLC
INCREASED
Shares4,486 from 4,337
Change+149 (+3%)
Value$274.8K (+$8.2K)
Filed 2026-10-09
Acorn Wealth Advisors, LLC
INCREASED
Shares4,450 from 4,303
Change+147 (+3%)
Value$272.6K (+$8.2K)
Filed 2026-10-19
Seelaus Asset Management LLC
UNCHANGED
Shares4,445 from 4,445
Change0 (0%)
Value$272.3K (-$889)
Filed 2026-10-14
TFC Financial Management, Inc.
INCREASED
Shares4,347 from 4,270
Change+77 (+2%)
Value$266.3K (+$3.8K)
Filed 2026-10-26
Simon Quick Advisors, LLC
DECREASED
Shares4,334 from 4,352
Change-18 (0%)
Value$265.5K (-$2.0K)
Filed 2026-10-26
Virtue Capital Management, LLC
INCREASED
Shares4,314 from 4,304
Change+10 (+0%)
Value$264.3K (-$254)
Filed 2026-10-29
IPG Investment Advisors LLC
INCREASED
Shares4,268 from 3,675
Change+593 (+16%)
Value$261.5K (+$35.6K)
Filed 2026-10-30
Langley Wealth Management, LLC
NEW
Shares4,215
Change+4,215
Value$258.2K
Filed 2026-11-04
Richmond Investment Services, LLC
INCREASED
Shares4,184 from 4,095
Change+89 (+2%)
Value$256.3K (+$4.6K)
Filed 2026-10-29
Forum Financial Management, LP
DECREASED
Shares4,167 from 4,437
Change-270 (-6%)
Value$255.3K (-$17.4K)
Filed 2026-10-16
Howard Wealth Management, LLC
INCREASED
Shares4,148 from 3,958
Change+190 (+5%)
Value$254.2K (+$10.9K)
Filed 2026-10-28
Welch Financial Planning, LLC
UNCHANGED
Shares4,139 from 4,139
Change0 (0%)
Value$253.6K (-$828)
Filed 2026-11-06
Annex Advisory Services, LLC
INCREASED
Shares4,131 from 4,031
Change+100 (+2%)
Value$253.1K (+$5.3K)
Filed 2026-10-16
Ergawealth Advisors, Inc.
INCREASED
Shares4,106 from 4,043
Change+63 (+2%)
Value$251.6K (+$3.1K)
Filed 2026-10-21
Dudley Capital Management, LLC
DECREASED
Shares4,035 from 4,339
Change-304 (-7%)
Value$247.2K (-$19.5K)
Filed 2026-10-23
Guardian Financial Partners, LLC
DECREASED
Shares4,023 from 5,000
Change-977 (-20%)
Value$246.5K (-$60.8K)
Filed 2026-11-04
Lodestar Private Asset Management LLC
DECREASED
Shares4,022 from 4,459
Change-437 (-10%)
Value$246.4K (-$27.7K)
Filed 2026-10-26
Ridgecrest Wealth Partners, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$245.0K (-$800)
Filed 2026-10-19
Canandaigua National Bank & Trust Co
NEW
Shares3,981
Change+3,981
Value$243.9K
Filed 2026-10-07
Seven Hills Financial, LLC
NEW
Shares3,980
Change+3,980
Value$243.8K
Filed 2026-10-13
McAdam, LLC
DECREASED
Shares3,949 from 4,906
Change-957 (-20%)
Value$241.9K (-$59.6K)
Filed 2026-10-21
Capital Square, LLC
UNCHANGED
Shares3,920 from 3,920
Change0 (0%)
Value$240.1K (+$2.9K)
Filed 2026-10-19
Gamma Investing LLC
INCREASED
Shares3,917 from 3,857
Change+60 (+2%)
Value$240.0K (+$2.9K)
Filed 2026-10-08
Highline Wealth Partners LLC
INCREASED
Shares3,888 from 2,884
Change+1,004 (+35%)
Value$238.2K (+$60.9K)
Filed 2026-10-19
Mascagni Wealth Management, Inc.
INCREASED
Shares3,857 from 3,842
Change+15 (+0%)
Value$236.3K (+$131)
Filed 2026-10-23
Friday Financial
INCREASED
Shares3,820 from 3,505
Change+315 (+9%)
Value$232.3K (+$24.4K)
Filed 2026-10-09
Goldenstone Wealth Management LLC
INCREASED
Shares3,808 from 3,469
Change+339 (+10%)
Value$233.3K (+$20.1K)
Filed 2026-11-04
Websterrogers Financial Advisors, LLC
UNCHANGED
Shares3,799 from 3,799
Change0 (0%)
Value$232.7K (-$760)
Filed 2026-11-02
BCS Wealth Management
DECREASED
Shares3,774 from 4,266
Change-492 (-12%)
Value$231.2K (-$31.0K)
Filed 2026-11-03
Avantax Planning Partners, Inc.
NEW
Shares3,764
Change+3,764
Value$230.6K
Filed 2026-11-03
Moneco Advisors, LLC
INCREASED
Shares3,742 from 3,729
Change+13 (+0%)
Value$229.2K (+$85)
Filed 2026-11-05
Foguth Wealth Management, Llc.
DECREASED
Shares3,719 from 7,677
Change-3,958 (-52%)
Value$218.7K (-$231.1K)
Filed 2026-10-19
Joel Isaacson & Co., LLC
NEW
Shares3,710
Change+3,710
Value$227.3K
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares3,706
Change+3,706
Value$227.0K
Filed 2026-10-21
Essential Investment Partners LLC
INCREASED
Shares3,667 from 1,950
Change+1,717 (+88%)
Value$224.6K (+$104.8K)
Filed 2026-10-27
KWB Wealth
NEW
Shares3,658
Change+3,658
Value$224.1K
Filed 2026-10-16
Matisse Capital
INCREASED
Shares3,658 from 3,644
Change+14 (+0%)
Value$224.1K (+$110)
Filed 2026-10-29
Signature Wealth Management Partners, LLC
INCREASED
Shares3,624 from 3,611
Change+13 (+0%)
Value$222.0K (+$82)
Filed 2026-10-21
Advisory Solutions Group, LLC
NEW
Shares3,607
Change+3,607
Value$221.0K
Filed 2026-10-14
True North Advisors, LLC
INCREASED
Shares3,603 from 3,544
Change+59 (+2%)
Value$220.7K (+$2.9K)
Filed 2026-10-22
Burford Brothers, Inc.
UNCHANGED
Shares3,587 from 3,587
Change0 (0%)
Value$219.7K (-$717)
Filed 2026-10-21
MRA Advisory Group
INCREASED
Shares3,573 from 3,473
Change+100 (+3%)
Value$218.9K (+$5.4K)
Filed 2026-10-07
Investmark Advisory Group LLC
NEW
Shares3,564
Change+3,564
Value$218.3K
Filed 2026-10-27
Sterling Investment Counsel, LLC
DECREASED
Shares3,562 from 4,460
Change-898 (-20%)
Value$218.2K (-$55.9K)
Filed 2026-10-19
Angeles Wealth Management, LLC
DECREASED
Shares3,532 from 3,648
Change-116 (-3%)
Value$216.4K (-$7.8K)
Filed 2026-10-26
Trust Co
INCREASED
Shares3,520 from 104
Change+3,416 (+3285%)
Value$215.7K (+$209.3K)
Filed 2026-10-09
Bfsg, LLC
INCREASED
Shares3,503 from 3,291
Change+212 (+6%)
Value$214.6K (+$12.3K)
Filed 2026-10-30
Oak Barrel Wealth Advisory LLC
UNCHANGED
Shares3,476 from 3,476
Change0 (0%)
Value$212.9K (-$695)
Filed 2026-11-05
Mission Financial Group, LLC
INCREASED
Shares3,449 from 3,341
Change+108 (+3%)
Value$211.3K (+$6.0K)
Filed 2026-10-21
LifeGoal Investments, LLC
INCREASED
Shares3,443 from 3,319
Change+124 (+4%)
Value$210.9K (+$6.9K)
Filed 2026-10-09
CWA Asset Management Group, LLC
DECREASED
Shares3,398 from 7,034
Change-3,636 (-52%)
Value$208.1K (-$224.2K)
Filed 2026-10-19
Endeavor Private Wealth, Inc.
DECREASED
Shares3,388 from 4,725
Change-1,337 (-28%)
Value$207.5K (-$82.9K)
Filed 2026-11-05
Elevation Wealth Partners, LLC
NEW
Shares3,375
Change+3,375
Value$206.8K
Filed 2026-10-07
Columbia Asset Management
DECREASED
Shares3,356 from 5,028
Change-1,672 (-33%)
Value$205.6K (-$103.4K)
Filed 2026-10-19
Fortitude Advisory Group L.L.C.
UNCHANGED
Shares3,353 from 3,353
Change0 (0%)
Value$205.4K (-$670)
Filed 2026-10-15
Essex Bank
UNCHANGED
Shares3,345 from 3,345
Change0 (0%)
Value$204.9K (-$636)
Filed 2026-10-16
United Advisor Group, LLC
NEW
Shares3,271
Change+3,271
Value$200.4K
Filed 2026-11-03
Centerpoint Advisors, LLC
INCREASED
Shares3,240 from 3,149
Change+91 (+3%)
Value$199 (-$193.8K)
Filed 2026-11-05
Community Financial Services Group, LLC
UNCHANGED
Shares3,150 from 3,150
Change0 (0%)
Value$191.6K (+$1.9K)
Filed 2026-10-15
Acumen Wealth Advisors, LLC
INCREASED
Shares2,897 from 255
Change+2,642 (+1036%)
Value$177.5K (+$161.8K)
Filed 2026-11-05
JFS Wealth Advisors, LLC
UNCHANGED
Shares2,773 from 2,773
Change0 (0%)
Value$169.9K (-$555)
Filed 2026-11-03
S.A. Mason LLC
NEW
Shares2,145
Change+2,145
Value$131.4K
Filed 2026-10-13
StrongBox Wealth, LLC
UNCHANGED
Shares2,125 from 2,125
Change0 (0%)
Value$130.2K (-$424)
Filed 2026-11-02
Ascentis Independent Advisors
UNCHANGED
Shares1,965 from 1,965
Change0 (0%)
Value$120.4K (-$393)
Filed 2026-11-03
Bayban
UNCHANGED
Shares1,926 from 1,926
Change0 (0%)
Value$118.4K ($0)
Filed 2026-11-05
American Capital Advisory, LLC
UNCHANGED
Shares1,820 from 1,820
Change0 (0%)
Value$111.5K (-$364)
Filed 2026-10-28
IAG Wealth Partners, LLC
UNCHANGED
Shares1,714 from 1,714
Change0 (0%)
Value$105.0K (-$342)
Filed 2026-11-06
GGM Financial LLC
INCREASED
Shares1,676 from 1,620
Change+56 (+3%)
Value$102.7K (+$3.1K)
Filed 2026-11-05
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares1,571 from 1,571
Change0 (0%)
Value$96.2K (-$314)
Filed 2026-10-23
Wolff Wiese Magana LLC
INCREASED
Shares1,546 from 963
Change+583 (+61%)
Value$94.7K (+$35.5K)
Filed 2026-10-15
Vision Financial Markets LLC
NEW
Shares1,500
Change+1,500
Value$91.9K
Filed 2026-10-22
Hilton Head Capital Partners, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$91.9K (-$300)
Filed 2026-10-23
Trust Co of Vermont
DECREASED
Shares1,301 from 1,648
Change-347 (-21%)
Value$79.7K (-$21.6K)
Filed 2026-10-21
Allspring Global Investments Holdings, LLC
INCREASED
Shares1,274 from 250
Change+1,024 (+410%)
Value$77.7K (+$62.9K)
Filed 2026-11-04
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares1,251 from 1,251
Change0 (0%)
Value$76.6K (-$250)
Filed 2026-10-16
Salomon & Ludwin, LLC
UNCHANGED
Shares1,221 from 1,221
Change0 (0%)
Value$74.8K (+$1.3K)
Filed 2026-10-29
Gilpin Wealth Management, LLC
INCREASED
Shares1,205 from 1,184
Change+21 (+2%)
Value$73.8K (+$1.1K)
Filed 2026-10-09
CoreCap Advisors, LLC
DECREASED
Shares1,159 from 1,695
Change-536 (-32%)
Value$71.0K (-$33.2K)
Filed 2026-10-08
AlphaCore Capital LLC
INCREASED
Shares1,123 from 352
Change+771 (+219%)
Value$68.8K (+$47.2K)
Filed 2026-11-04
EverSource Wealth Advisors, LLC
DECREASED
Shares1,115 from 1,740
Change-625 (-36%)
Value$68.3K (-$38.6K)
Filed 2026-11-04
GK Wealth Management LLC
NEW
Shares1,020
Change+1,020
Value$62.5K
Filed 2026-10-09
Halbert Hargrove Global Advisors, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$61.3K (-$200)
Filed 2026-10-16
Dynamic Wealth Strategies, LLC
UNCHANGED
Shares974 from 974
Change0 (0%)
Value$59.7K (-$195)
Filed 2026-10-16
Bear Mountain Capital, Inc.
UNCHANGED
Shares964 from 964
Change0 (0%)
Value$56.7K (-$1.3K)
Filed 2026-11-04
Rossby Financial, LCC
INCREASED
Shares925 from 237
Change+688 (+290%)
Value$56.7K (+$42.1K)
Filed 2026-11-05
Roxbury Financial LLC
UNCHANGED
Shares917 from 917
Change0 (0%)
Value$56.2K (-$184)
Filed 2026-10-01
Valley National Advisers Inc
INCREASED
Shares911 from 411
Change+500 (+122%)
Value$55.8K (+$30.5K)
Filed 2026-10-23
William B. Walkup & Associates, Inc.
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$55.1K (-$180)
Filed 2026-11-05
Ascentis Wealth Management, LLC
DECREASED
Shares799 from 868
Change-69 (-8%)
Value$49.0K (-$4.4K)
Filed 2026-11-03
Reyes Financial Architecture, Inc.
UNCHANGED
Shares735 from 735
Change0 (0%)
Value$45.0K (-$147)
Filed 2026-10-22
Independence Bank of Kentucky
UNCHANGED
Shares720 from 720
Change0 (0%)
Value$44.1K (-$144)
Filed 2026-10-26
Downshift Financial, LLC
NEW
Shares677
Change+677
Value$41.5K
Filed 2026-10-13
Main Street Group, LTD
UNCHANGED
Shares660 from 660
Change0 (0%)
Value$40.4K (-$132)
Filed 2026-10-28
Hazlett, Burt & Watson, Inc.
INCREASED
Shares637 from 631
Change+6 (+1%)
Value$38 (-$8.0K)
Filed 2026-11-04
Next Level Wealth Planning, LLC
NEW
Shares636
Change+636
Value$39.0K
Filed 2026-10-29
Exchange Traded Concepts, LLC
NEW
Shares626
Change+626
Value$38.3K
Filed 2026-10-28
High Point Wealth Management, LLC
NEW
Shares597
Change+597
Value$36.6K
Filed 2026-11-05
Archer Investment Corp
DECREASED
Shares590 from 835
Change-245 (-29%)
Value$36.1K (-$15.2K)
Filed 2026-11-05
Pinnacle Bancorp, Inc.
DECREASED
Shares555 from 1,258
Change-703 (-56%)
Value$34.0K (-$43.3K)
Filed 2026-10-21
Holos Integrated Wealth LLC
INCREASED
Shares543 from 525
Change+18 (+3%)
Value$32.3K (+$1.1K)
Filed 2026-10-23
Buck Wealth Strategies, LLC
INCREASED
Shares535 from 518
Change+17 (+3%)
Value$32.8K (+$943)
Filed 2026-10-28
Westside Investment Management, Inc.
DECREASED
Shares534 from 554
Change-20 (-4%)
Value$32.7K (-$1.3K)
Filed 2026-11-02
Pathway Financial Advisers, LLC
NEW
Shares517
Change+517
Value$31.7K
Filed 2026-10-27
Cornerstone National Bank & Trust Co
UNCHANGED
Shares459 from 459
Change0 (0%)
Value$27.9K (+$280)
Filed 2026-10-20
10Elms LLP
NEW
Shares453
Change+453
Value$27.8K
Filed 2026-11-06
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares446 from 446
Change0 (0%)
Value$27.3K (-$89)
Filed 2026-10-27
Richardson Capital Management LLC
NEW
Shares436
Change+436
Value$26.7K
Filed 2026-10-23
Valley Wealth Managers, Inc.
NEW
Shares420
Change+420
Value$25.7K
Filed 2026-10-09
Key Capital Management, Inc
DECREASED
Shares414 from 624
Change-210 (-34%)
Value$25.4K (-$13.0K)
Filed 2026-11-03
Vaquero Private Wealth, LTD
NEW
Shares413
Change+413
Value$25.3K
Filed 2026-10-27
Olistico Wealth, LLC
NEW
Shares399
Change+399
Value$24.4K
Filed 2026-10-05
Asset Dedication, LLC
INCREASED
Shares394 from 289
Change+105 (+36%)
Value$24.1K (+$6.4K)
Filed 2026-11-03
SJS Investment Consulting Inc.
UNCHANGED
Shares357 from 357
Change0 (0%)
Value$21.9K (-$72)
Filed 2026-10-26
Piscataqua Savings Bank
UNCHANGED
Shares335 from 335
Change0 (0%)
Value$20.5K (-$63)
Filed 2026-10-21
Godsey & Gibb, Inc
UNCHANGED
Shares293 from 293
Change0 (0%)
Value$18.0K (-$58)
Filed 2026-10-14
Key FInancial Inc
INCREASED
Shares286 from 50
Change+236 (+472%)
Value$17.5K (+$14.4K)
Filed 2026-11-02
Creative Financial Designs Inc
INCREASED
Shares276 from 101
Change+175 (+173%)
Value$16.9K (+$10.7K)
Filed 2026-11-04
Miller Wealth Advisors, LLC
DECREASED
Shares226 from 324
Change-98 (-30%)
Value$13.8K (-$6.1K)
Filed 2026-11-02
Russell Investments Group, Ltd.
DECREASED
Shares205 from 697
Change-492 (-71%)
Value$12.6K (-$30.3K)
Filed 2026-11-06
Miller Global Investments, LLC
UNCHANGED
Shares205 from 205
Change0 (0%)
Value$12.6K (-$41)
Filed 2026-10-02
Avion Wealth
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$12 ($0)
Filed 2026-11-04
Nvwm, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$12.3K (-$40)
Filed 2026-10-14
Physician Wealth Advisors, Inc.
UNCHANGED
Shares186 from 186
Change0 (0%)
Value$11.4K (-$37)
Filed 2026-10-20
3Chopt Investment Partners, LLC
DECREASED
Shares173 from 364
Change-191 (-52%)
Value$10.6K (-$11.8K)
Filed 2026-10-30
Gen-Wealth Partners Inc
INCREASED
Shares170 from 169
Change+1 (+1%)
Value$10.4K (+$85)
Filed 2026-11-04
Team Financial Group, LLC
NEW
Shares159
Change+159
Value$9.7K
Filed 2026-10-30
CX Institutional
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$9 (-$1)
Filed 2026-10-02
Transce3nd, LLC
NEW
Shares113
Change+113
Value$6.8K
Filed 2026-10-26
Midwest Capital Advisors, LLC
NEW
Shares111
Change+111
Value$6.8K
Filed 2026-11-04
Costello Asset Management, Inc
INCREASED
Shares110 from 107
Change+3 (+3%)
Value$6.8K (+$203)
Filed 2026-10-30
Financial Consulate, Inc
INCREASED
Shares105 from 102
Change+3 (+3%)
Value$6.5K (+$193)
Filed 2026-10-23
Farmers & Merchants Investments Inc
NEW
Shares100
Change+100
Value$6.1K
Filed 2026-10-22
Central Pacific Bank - Trust Division
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$6.1K (-$20)
Filed 2026-10-06
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$6.1K (-$20)
Filed 2026-10-23
Bullock Wealth Management Group
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$6.1K (+$61)
Filed 2026-10-09
Tradewinds Capital Management, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$6.1K (-$20)
Filed 2026-10-23
Aspect Partners, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$6.1K (-$20)
Filed 2026-10-20
City State Bank
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$5.8K (-$19)
Filed 2026-10-20
Abound Wealth Management
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$5.5K (-$18)
Filed 2026-10-26
Carota Wealth Management
NEW
Shares84
Change+84
Value$5.1K
Filed 2026-11-03
Horizon Financial Services, LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$4.6K (-$15)
Filed 2026-11-04
Mather Group, Llc.
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$3.7K (-$12)
Filed 2026-10-14
Country Trust Bank
NEW
Shares58
Change+58
Value$3.6K
Filed 2026-10-30
TD Private Client Wealth LLC
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$3.5K (-$11)
Filed 2026-10-28
Evolution Wealth Management Inc.
DECREASED
Shares52 from 143
Change-91 (-64%)
Value$3.2K (-$5.6K)
Filed 2026-10-28
Elevated Capital Advisors, LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$3.1K (-$10)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$2.9K (-$10)
Filed 2026-11-05
Coston, McIsaac & Partners
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$2.8K (+$2.8K)
Filed 2026-11-06
Cedar Mountain Advisors, LLC
DECREASED
Shares38 from 74
Change-36 (-49%)
Value$2.3K (-$2.2K)
Filed 2026-10-15
Mountain Hill Investment Partners Corp.
INCREASED
Shares35 from 34
Change+1 (+3%)
Value$2.2K (+$65)
Filed 2026-10-23
Proathlete Wealth Management LLC
INCREASED
Shares32 from 31
Change+1 (+3%)
Value$2.0K (+$59)
Filed 2026-10-15
Guardian Partners Inc.
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$1.8K (-$6)
Filed 2026-10-21
Legacy Bridge, LLC
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$919 (-$3)
Filed 2026-10-28
Canton Hathaway, LLC
NEW
Shares11
Change+11
Value$674
Filed 2026-10-23
Bay Harbor Wealth Management, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$306 (-$1)
Filed 2026-11-03
Richardson Financial Services Inc.
NEW
Shares2
Change+2
Value$123
Filed 2026-10-30
Atwood & Palmer Inc
NEW
Shares0
Change0
Value$7
Filed 2026-10-08
TBH Global Asset Management, LLC
CLOSED
Shares0 from 51,305
Change-51,305 (-100%)
Value$0 (-$3.2M)
Filed 2026-11-03
Investment Advisory Services Inc
CLOSED
Shares0 from 47,238
Change-47,238 (-100%)
Value$0 (-$2.9M)
Filed 2026-10-27
Herbst Group, LLC
CLOSED
Shares0 from 41,110
Change-41,110 (-100%)
Value$0 (-$2.5M)
Filed 2026-10-20
Crescent Grove Advisors, LLC
CLOSED
Shares0 from 38,650
Change-38,650 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-21
Procyon Advisors, LLC
CLOSED
Shares0 from 22,239
Change-22,239 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-21
Newport Capital Group, LLC
CLOSED
Shares0 from 20,197
Change-20,197 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-16
Tactive Advisors, LLC
CLOSED
Shares0 from 20,080
Change-20,080 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-08
Garrison Bradford & Associates Inc
CLOSED
Shares0 from 9,425
Change-9,425 (-100%)
Value$0 (-$541.5K)
Filed 2026-10-27
Woodmont Investment Counsel LLC
CLOSED
Shares0 from 8,355
Change-8,355 (-100%)
Value$0 (-$513.5K)
Filed 2026-10-29
Keybank National Association
CLOSED
Shares0 from 8,162
Change-8,162 (-100%)
Value$0 (-$501.6K)
Filed 2026-11-04
RMR Wealth Builders
CLOSED
Shares0 from 8,075
Change-8,075 (-100%)
Value$0 (-$496.3K)
Filed 2026-10-22
Jefferies Financial Group Inc.
CLOSED
Shares0 from 7,642
Change-7,642 (-100%)
Value$0 (-$469.7K)
Filed 2026-11-05
Greater Midwest Financial Group, LLC
CLOSED
Shares0 from 6,832
Change-6,832 (-100%)
Value$0 (-$419.9K)
Filed 2026-10-13
PW Nova Financial Services LLC
CLOSED
Shares0 from 6,663
Change-6,663 (-100%)
Value$0 (-$409.5K)
Filed 2026-10-15
Personal CFO Solutions, LLC
CLOSED
Shares0 from 5,815
Change-5,815 (-100%)
Value$0 (-$357.4K)
Filed 2026-11-06
Wellington Grp LLC
CLOSED
Shares0 from 5,209
Change-5,209 (-100%)
Value$0 (-$289.2K)
Filed 2026-11-06
Arsenal Capital Advisors LLC
CLOSED
Shares0 from 4,938
Change-4,938 (-100%)
Value$0 (-$303.5K)
Filed 2026-11-02
Certuity, LLC
CLOSED
Shares0 from 4,791
Change-4,791 (-100%)
Value$0 (-$294.5K)
Filed 2026-11-02
Soltis Investment Advisors LLC
CLOSED
Shares0 from 4,576
Change-4,576 (-100%)
Value$0 (-$281.2K)
Filed 2026-10-28
Alessandra Capital Management, LLC
CLOSED
Shares0 from 4,050
Change-4,050 (-100%)
Value$0 (-$248.9K)
Filed 2026-10-30
Aire Advisors, LLC
CLOSED
Shares0 from 3,999
Change-3,999 (-100%)
Value$0 (-$245.8K)
Filed 2026-10-22
Welch Group, LLC
CLOSED
Shares0 from 3,950
Change-3,950 (-100%)
Value$0 (-$242.8K)
Filed 2026-10-29
Walser Wealth Management Company, A Ltd Liability Co
CLOSED
Shares0 from 3,873
Change-3,873 (-100%)
Value$0 (-$238.1K)
Filed 2026-10-15
WealthTrust Asset Management, LLC
CLOSED
Shares0 from 3,536
Change-3,536 (-100%)
Value$0 (-$217.3K)
Filed 2026-10-22
Adamsbrown Wealth Consultants LLC
CLOSED
Shares0 from 3,508
Change-3,508 (-100%)
Value$0 (-$215.6K)
Filed 2026-10-20
Cypress Financial Planning LLC
CLOSED
Shares0 from 3,463
Change-3,463 (-100%)
Value$0 (-$212.8K)
Filed 2026-10-09
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 2,040
Change-2,040 (-100%)
Value$0 (-$125.4K)
Filed 2026-10-14
Fairway Wealth LLC
CLOSED
Shares0 from 919
Change-919 (-100%)
Value$0 (-$56.5K)
Filed 2026-10-30
Sunrise Financial Services, LLC
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$55.3K)
Filed 2026-10-21
Activest Wealth Management
CLOSED
Shares0 from 867
Change-867 (-100%)
Value$0 (-$53.3K)
Filed 2026-10-15
GFS Advisors, LLC
CLOSED
Shares0 from 740
Change-740 (-100%)
Value$0 (-$2.6M)
Filed 2026-11-03
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 622
Change-622 (-100%)
Value$0 (-$38.2K)
Filed 2026-11-06
Kingdom Financial Group Llc.
CLOSED
Shares0 from 615
Change-615 (-100%)
Value$0 (-$37.8K)
Filed 2026-11-04
Marshall & Sterling Wealth Advisors Inc.
CLOSED
Shares0 from 550
Change-550 (-100%)
Value$0 (-$33.8K)
Filed 2026-10-28
LifeSteps Financial, Inc.
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-15
Duncker Streett & Co Inc
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-27
Beacon Capital Management, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$24 (+$1)
Filed 2026-10-13
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$318.8K (-$41.2K)
Filed 2026-10-29
Morgan Stanley
N/A
Shares— from 26,020,258
Change-26,020,258 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 23,134,698
Change-23,134,698 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 14,550,868
Change-14,550,868 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 9,691,459
Change-9,691,459 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 5,524,865
Change-5,524,865 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 4,865,661
Change-4,865,661 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 4,410,368
Change-4,410,368 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 4,365,130
Change-4,365,130 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 4,336,966
Change-4,336,966 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 3,405,031
Change-3,405,031 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,201,420
Change-3,201,420 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,605,719
Change-2,605,719 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 2,152,109
Change-2,152,109 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 2,060,239
Change-2,060,239 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,648,740
Change-1,648,740 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,405,732
Change-1,405,732 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 1,392,157
Change-1,392,157 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,256,696
Change-1,256,696 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 1,186,561
Change-1,186,561 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 960,111
Change-960,111 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 882,072
Change-882,072 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 840,881
Change-840,881 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 798,914
Change-798,914 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 698,508
Change-698,508 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 688,736
Change-688,736 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 674,013
Change-674,013 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 661,744
Change-661,744 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 635,496
Change-635,496 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 632,916
Change-632,916 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 617,356
Change-617,356 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 574,331
Change-574,331 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 469,715
Change-469,715 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 469,545
Change-469,545 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 461,114
Change-461,114 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 416,331
Change-416,331 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 380,856
Change-380,856 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 365,327
Change-365,327 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 360,324
Change-360,324 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 346,859
Change-346,859 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 315,184
Change-315,184 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 314,799
Change-314,799 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 314,272
Change-314,272 (-100%)
Value—
&partners
N/A
Shares— from 264,957
Change-264,957 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 250,359
Change-250,359 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 243,261
Change-243,261 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 239,153
Change-239,153 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 228,134
Change-228,134 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 224,259
Change-224,259 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 222,830
Change-222,830 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 222,389
Change-222,389 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 199,609
Change-199,609 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 191,129
Change-191,129 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 189,118
Change-189,118 (-100%)
Value—
Caerus Investment Advisors, LLC
N/A
Shares— from 188,082
Change-188,082 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 184,612
Change-184,612 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 168,364
Change-168,364 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 166,464
Change-166,464 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 159,537
Change-159,537 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 157,145
Change-157,145 (-100%)
Value—
Stephens Inc
N/A
Shares— from 154,910
Change-154,910 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 151,581
Change-151,581 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 145,334
Change-145,334 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 142,112
Change-142,112 (-100%)
Value—
LEE Johnson Capital Management, LLC
N/A
Shares— from 138,987
Change-138,987 (-100%)
Value—
MTM Financial Group, LLC
N/A
Shares— from 138,264
Change-138,264 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 133,710
Change-133,710 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 127,998
Change-127,998 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 123,253
Change-123,253 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 121,643
Change-121,643 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 120,949
Change-120,949 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 118,720
Change-118,720 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 118,400
Change-118,400 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 117,880
Change-117,880 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 116,652
Change-116,652 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 114,630
Change-114,630 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 114,224
Change-114,224 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 113,968
Change-113,968 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 111,963
Change-111,963 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 108,200
Change-108,200 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 107,505
Change-107,505 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 106,324
Change-106,324 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 105,238
Change-105,238 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 103,616
Change-103,616 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 97,381
Change-97,381 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 97,337
Change-97,337 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 97,123
Change-97,123 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 95,380
Change-95,380 (-100%)
Value—
Headlands Technologies LLC
N/A
Shares— from 93,776
Change-93,776 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 92,236
Change-92,236 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 89,883
Change-89,883 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 88,546
Change-88,546 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 87,236
Change-87,236 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 86,740
Change-86,740 (-100%)
Value—
Vienna Asset Management LLC
N/A
Shares— from 86,240
Change-86,240 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 85,632
Change-85,632 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 84,885
Change-84,885 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 81,980
Change-81,980 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 81,873
Change-81,873 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 80,137
Change-80,137 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 79,639
Change-79,639 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 78,888
Change-78,888 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 76,233
Change-76,233 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 73,763
Change-73,763 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 72,048
Change-72,048 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 71,574
Change-71,574 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 71,376
Change-71,376 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 68,550
Change-68,550 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 67,725
Change-67,725 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 67,514
Change-67,514 (-100%)
Value—
Lionhunter Capital Management, LLC
N/A
Shares— from 65,145
Change-65,145 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 64,288
Change-64,288 (-100%)
Value—
Blair William & Co
N/A
Shares— from 63,632
Change-63,632 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 62,711
Change-62,711 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 61,479
Change-61,479 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 61,158
Change-61,158 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 61,151
Change-61,151 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 60,135
Change-60,135 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 60,130
Change-60,130 (-100%)
Value—
Fukoku Mutual Life Insurance Co
N/A
Shares— from 60,000
Change-60,000 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 57,879
Change-57,879 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 57,124
Change-57,124 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 55,995
Change-55,995 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 55,598
Change-55,598 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 55,357
Change-55,357 (-100%)
Value—
Planning Directions Inc
N/A
Shares— from 55,104
Change-55,104 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 54,508
Change-54,508 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 51,625
Change-51,625 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 50,492
Change-50,492 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 49,764
Change-49,764 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 48,990
Change-48,990 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 48,828
Change-48,828 (-100%)
Value—
Concorde Financial Corp
N/A
Shares— from 47,298
Change-47,298 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 47,251
Change-47,251 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 46,653
Change-46,653 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 46,400
Change-46,400 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 46,081
Change-46,081 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 45,717
Change-45,717 (-100%)
Value—
Significant Wealth Partners LLC
N/A
Shares— from 45,672
Change-45,672 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 44,805
Change-44,805 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 42,729
Change-42,729 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 42,705
Change-42,705 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 42,493
Change-42,493 (-100%)
Value—
American Trust
N/A
Shares— from 41,881
Change-41,881 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 41,055
Change-41,055 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 40,663
Change-40,663 (-100%)
Value—
Invst, LLC
N/A
Shares— from 38,786
Change-38,786 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 38,273
Change-38,273 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 37,792
Change-37,792 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 37,310
Change-37,310 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 36,242
Change-36,242 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 35,834
Change-35,834 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 35,757
Change-35,757 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 35,493
Change-35,493 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 35,286
Change-35,286 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 35,269
Change-35,269 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 34,836
Change-34,836 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 34,357
Change-34,357 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 33,197
Change-33,197 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 32,898
Change-32,898 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 32,051
Change-32,051 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 31,868
Change-31,868 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 31,735
Change-31,735 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 31,218
Change-31,218 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 31,065
Change-31,065 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 30,172
Change-30,172 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 30,156
Change-30,156 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 29,281
Change-29,281 (-100%)
Value—
Melia Wealth LLC
N/A
Shares— from 29,228
Change-29,228 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 28,661
Change-28,661 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 28,596
Change-28,596 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 28,500
Change-28,500 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 28,187
Change-28,187 (-100%)
Value—
Investment Advisory Services Group LLC
N/A
Shares— from 28,134
Change-28,134 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 27,900
Change-27,900 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 27,591
Change-27,591 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 27,325
Change-27,325 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 27,311
Change-27,311 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 26,672
Change-26,672 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 26,632
Change-26,632 (-100%)
Value—
AFT, Forsyth & Company, Inc.
N/A
Shares— from 26,463
Change-26,463 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 26,293
Change-26,293 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 25,927
Change-25,927 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 25,822
Change-25,822 (-100%)
Value—
Betterment LLC
N/A
Shares— from 24,528
Change-24,528 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 24,437
Change-24,437 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 24,430
Change-24,430 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 24,118
Change-24,118 (-100%)
Value—
Boreal Capital Management LLC
N/A
Shares— from 24,032
Change-24,032 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 24,000
Change-24,000 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 23,986
Change-23,986 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 23,898
Change-23,898 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 23,648
Change-23,648 (-100%)
Value—
Emissary Wealth LLC
N/A
Shares— from 22,280
Change-22,280 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 21,333
Change-21,333 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 21,053
Change-21,053 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 21,031
Change-21,031 (-100%)
Value—
Wealthspan Partners, LLC
N/A
Shares— from 20,754
Change-20,754 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 20,643
Change-20,643 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 20,317
Change-20,317 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 19,657
Change-19,657 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 19,546
Change-19,546 (-100%)
Value—
Teucrium Investment Advisors, LLC
N/A
Shares— from 19,296
Change-19,296 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 19,139
Change-19,139 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 18,954
Change-18,954 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 18,898
Change-18,898 (-100%)
Value—
FMR LLC
N/A
Shares— from 18,789
Change-18,789 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 18,651
Change-18,651 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 18,233
Change-18,233 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 18,123
Change-18,123 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 18,044
Change-18,044 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 18,040
Change-18,040 (-100%)
Value—
Capstone Financial Advisors, Inc.
N/A
Shares— from 17,935
Change-17,935 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 17,915
Change-17,915 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 17,850
Change-17,850 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 17,775
Change-17,775 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 17,645
Change-17,645 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 17,032
Change-17,032 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 16,337
Change-16,337 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 16,260
Change-16,260 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 16,252
Change-16,252 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 16,238
Change-16,238 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 15,662
Change-15,662 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 15,422
Change-15,422 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 15,274
Change-15,274 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 15,078
Change-15,078 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 14,702
Change-14,702 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 14,494
Change-14,494 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 14,276
Change-14,276 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 14,132
Change-14,132 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 13,894
Change-13,894 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 13,861
Change-13,861 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 13,631
Change-13,631 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 13,247
Change-13,247 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 13,161
Change-13,161 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 13,037
Change-13,037 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 12,723
Change-12,723 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 12,623
Change-12,623 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 12,491
Change-12,491 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 11,634
Change-11,634 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 11,500
Change-11,500 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 11,274
Change-11,274 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 10,895
Change-10,895 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 10,884
Change-10,884 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 10,610
Change-10,610 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 10,199
Change-10,199 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 10,189
Change-10,189 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 9,930
Change-9,930 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 9,817
Change-9,817 (-100%)
Value—
BTS Asset Management, Inc.
N/A
Shares— from 9,566
Change-9,566 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 9,562
Change-9,562 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 9,371
Change-9,371 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 9,257
Change-9,257 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 9,238
Change-9,238 (-100%)
Value—
Members Advisory Group LLC
N/A
Shares— from 9,147
Change-9,147 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 9,140
Change-9,140 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 9,139
Change-9,139 (-100%)
Value—
Mendel Capital Management LLC
N/A
Shares— from 9,073
Change-9,073 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 8,908
Change-8,908 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 8,892
Change-8,892 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 8,836
Change-8,836 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 8,833
Change-8,833 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 8,752
Change-8,752 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 8,696
Change-8,696 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 8,665
Change-8,665 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 8,302
Change-8,302 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 8,295
Change-8,295 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 8,245
Change-8,245 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 8,226
Change-8,226 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 8,150
Change-8,150 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 7,793
Change-7,793 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 7,725
Change-7,725 (-100%)
Value—
Nwam LLC
N/A
Shares— from 7,687
Change-7,687 (-100%)
Value—
FourThought Financial Partners, LLC
N/A
Shares— from 7,623
Change-7,623 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 7,556
Change-7,556 (-100%)
Value—
Financial Sense Advisors, Inc.
N/A
Shares— from 7,460
Change-7,460 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 7,375
Change-7,375 (-100%)
Value—
Harvest Investment Services, LLC
N/A
Shares— from 7,313
Change-7,313 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 7,289
Change-7,289 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 7,228
Change-7,228 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 7,225
Change-7,225 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 7,193
Change-7,193 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 7,186
Change-7,186 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 7,104
Change-7,104 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 7,056
Change-7,056 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 6,806
Change-6,806 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 6,730
Change-6,730 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 6,632
Change-6,632 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 6,524
Change-6,524 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 6,479
Change-6,479 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 6,412
Change-6,412 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 6,340
Change-6,340 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 6,133
Change-6,133 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 6,013
Change-6,013 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 5,982
Change-5,982 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 5,980
Change-5,980 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 5,916
Change-5,916 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 5,882
Change-5,882 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 5,856
Change-5,856 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 5,753
Change-5,753 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 5,752
Change-5,752 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 5,742
Change-5,742 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 5,647
Change-5,647 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 5,617
Change-5,617 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 5,588
Change-5,588 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 5,580
Change-5,580 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 5,360
Change-5,360 (-100%)
Value—
Fischer Investment Strategies, LLC
N/A
Shares— from 5,245
Change-5,245 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 5,244
Change-5,244 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 5,138
Change-5,138 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 5,108
Change-5,108 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 5,066
Change-5,066 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 4,951
Change-4,951 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 4,830
Change-4,830 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 4,787
Change-4,787 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 4,785
Change-4,785 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 4,704
Change-4,704 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 4,695
Change-4,695 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 4,677
Change-4,677 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 4,457
Change-4,457 (-100%)
Value—
Granite Harbor Advisors, Inc.
N/A
Shares— from 4,346
Change-4,346 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 4,300
Change-4,300 (-100%)
Value—
Clarion Wealth Managment Partners, LLC
N/A
Shares— from 4,297
Change-4,297 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 4,221
Change-4,221 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 4,179
Change-4,179 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 4,168
Change-4,168 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 4,157
Change-4,157 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 4,100
Change-4,100 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 4,044
Change-4,044 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 4,031
Change-4,031 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 4,021
Change-4,021 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 3,983
Change-3,983 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 3,981
Change-3,981 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 3,869
Change-3,869 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 3,804
Change-3,804 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 3,648
Change-3,648 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 3,644
Change-3,644 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 3,623
Change-3,623 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 3,535
Change-3,535 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 3,485
Change-3,485 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 3,467
Change-3,467 (-100%)
Value—
Requisite Capital Management, LLC
N/A
Shares— from 3,424
Change-3,424 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 3,385
Change-3,385 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 3,368
Change-3,368 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 3,348
Change-3,348 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 3,278
Change-3,278 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 3,263
Change-3,263 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 3,260
Change-3,260 (-100%)
Value—
Clarity Financial LLC
N/A
Shares— from 3,255
Change-3,255 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 3,032
Change-3,032 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 2,799
Change-2,799 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 2,610
Change-2,610 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 2,196
Change-2,196 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 2,163
Change-2,163 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,882
Change-1,882 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 1,773
Change-1,773 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 1,674
Change-1,674 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 1,056
Change-1,056 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 1,002
Change-1,002 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 940
Change-940 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 904
Change-904 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 891
Change-891 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 871
Change-871 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 722
Change-722 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 717
Change-717 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 676
Change-676 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 650
Change-650 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 569
Change-569 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 525
Change-525 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Atlantic Private Wealth, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 436
Change-436 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 327
Change-327 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 307
Change-307 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 274
Change-274 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 200
Change-200 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 196
Change-196 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 176
Change-176 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 95
Change-95 (-100%)
Value—
Chesapeake Asset Management LLC
N/A
Shares— from 95
Change-95 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 94
Change-94 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 60
Change-60 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 34
Change-34 (-100%)
Value—
Virtus Advisers, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 19
Change-19 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Morgan Dempsey Capital Management LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
LPL Financial LLC
INCREASED19,605,04818,594,541+1,010,507+5%$1.1B$1.2B+$58.2M2026-11-06
Rakuten Investment Management, Inc.
NEW3,458,100—+3,458,100——$211.6M—2026-10-30
Commonwealth Equity Services, LLC
DECREASED3,016,3543,290,625-274,271-8%$202.2M$184.8M-$17.5M2026-11-02
Allworth Financial LP
INCREASED2,259,8761,728,321+531,555+31%$106.2M$138.9M+$32.7M2026-11-06
Adams Asset Advisors, LLC
INCREASED2,205,2991,408,060+797,239+57%$86.5M$135.1M+$48.6M2026-10-08
Kestra Advisory Services, LLC
INCREASED1,372,4011,309,528+62,873+5%$80.5M$84.1M+$3.6M2026-11-02
PNC Financial Services Group, Inc.
INCREASED1,227,706678,789+548,917+81%$41.7M$75.2M+$33.5M2026-11-06
Apollon Wealth Management, LLC
INCREASED806,392725,799+80,593+11%$44.6M$49.4M+$4.8M2026-10-23
SBI Securities Co., Ltd.
INCREASED787,689754,312+33,377+4%$46.4M$48.3M+$1.9M2026-10-22
Imc-Chicago, LLC
INCREASED726,901655,652+71,249+11%$40.3M$44.5M+$4.2M2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED717,028798,262-81,234-10%$49.1M$43.9K-$49.0M2026-11-02
Truist Financial Corp
INCREASED658,570613,914+44,656+7%$37.7M$40.3M+$2.6M2026-10-30
Traynor Capital Management, Inc.
INCREASED613,472559,504+53,968+10%$34.4M$37.6M+$3.2M2026-10-29
Magnus Financial Group LLC
INCREASED574,008540,109+33,899+6%$33.2M$35.2M+$2.0M2026-10-21
Venture Visionary Partners LLC
INCREASED539,334485,267+54,067+11%$29.8M$33.0M+$3.2M2026-10-07
Lebenthal Global Advisors, LLC
INCREASED536,401525,973+10,428+2%$32.3M$32.9M+$533.6K2026-10-28
Signature Estate & Investment Advisors LLC
INCREASED525,781520,036+5,745+1%$32.0M$32.2M+$248.0K2026-10-13
James Reed Financial Services, Inc.
INCREASED433,531424,120+9,411+2%$26.1M$26.6M+$491.7K2026-10-26
HUB Investment Partners, LLC
DECREASED429,133484,137-55,004-11%$29.8M$26.3M-$3.5M2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED391,598358,660+32,938+9%$21.7M$23.9M+$2.2M2026-10-13
Cornerstone Advisory, LLC
DECREASED388,244394,178-5,934-2%$24.2M$23.8M-$442.3K2026-11-06
Independent Financial Group, LLC
INCREASED357,660351,960+5,700+2%$21.6M$21.9M+$278.8K2026-10-13
Bernardo Wealth Planning LLC
INCREASED340,176222,110+118,066+53%$13.7M$20.8M+$7.2M2026-10-23
Compass Financial Services Inc
INCREASED306,726234,825+71,901+31%$14.4M$18.8M+$4.4M2026-11-06
Avior Wealth Management, LLC
INCREASED289,896248,290+41,606+17%$15.3M$17.8M+$2.5M2026-10-13
PVG Asset Management Corp
DECREASED279,791280,457-6660%$17.2M$17.1M-$96.9K2026-10-19
Prime Capital Investment Advisors, LLC
INCREASED279,176273,129+6,047+2%$16.8M$17.1M+$315.8K2026-10-20
MGO One Seven LLC
INCREASED265,839149,578+116,261+78%$9.2M$16.3M+$7.1M2026-10-28
Hennion & Walsh Asset Management, Inc.
INCREASED263,920254,749+9,171+4%$15.7M$16.2M+$510.9K2026-10-13
Prospera Financial Services Inc
INCREASED256,298224,862+31,436+14%$13.8M$14.8M+$938.0K2026-11-04
Kingswood Wealth Advisors, LLC
INCREASED244,084242,328+1,756+1%$14.9M$15.0M+$59.1K2026-10-23
Chicago Partners Investment Group LLC
INCREASED235,114144,055+91,059+63%$8.4M$13.7M+$5.3M2026-10-27
Concurrent Investment Advisors, LLC
INCREASED233,708156,440+77,268+49%$9.6M$14.3M+$4.7M2026-10-16
Centurion Wealth Management LLC
INCREASED223,407221,476+1,931+1%$13.6M$13.7M+$74.0K2026-10-13
Global Wealth Management Investment Advisory, Inc.
INCREASED221,03121,238+199,793+941%$1.3M$13.5M+$12.2M2026-11-04
Larson Financial Group LLC
INCREASED219,895165,847+54,048+33%$10.2M$13.5M+$3.3M2026-11-05
Oppenheimer & Co Inc
INCREASED210,99559,086+151,909+257%$3.6M$12.9M+$9.3M2026-10-26
Cambridge Advisors Inc.
INCREASED206,418204,827+1,591+1%$12.6M$12.6M+$56.5K2026-10-19
Farther Finance Advisors, LLC
INCREASED206,318155,370+50,948+33%$9.5M$12.6M+$3.1M2026-10-08
Prota Financial, LLC
INCREASED204,358200,297+4,061+2%$12.1M$12.4M+$369.1K2026-10-08
Beacon Financial Advisory LLC
INCREASED202,982202,252+730+0%$12.4M$12.4M+$4.3K2026-10-16
D.A. Davidson & Co.
INCREASED185,222160,918+24,304+15%$9.9M$11.3M+$1.5M2026-10-28
Kestra Private Wealth Services, LLC
INCREASED183,491182,903+588+0%$11.2M$11.2M-$5732026-11-06
Mountain Capital Investment Advisors Inc.
DECREASED182,074187,021-4,947-3%$11.5M$11.2M-$340.4K2026-11-06
Park Avenue Securities LLC
INCREASED181,768142,136+39,632+28%$8.7M$11.1K-$8.7M2026-10-26
Indivisible Partners
INCREASED167,889167,337+552+0%$10.3M$10.3M+$3072026-10-26
ADG Wealth Management Group, LLC
INCREASED166,620162,899+3,721+2%$10.0M$10.2M+$195.4K2026-10-23
Spire Wealth Management
INCREASED164,693159,768+4,925+3%$9.8M$10.1M+$269.7K2026-10-30
Patriot Financial Group Insurance Agency, LLC
INCREASED163,320132,001+31,319+24%$8.1M$10.0M+$1.9M2026-10-14
Kennedy Investment Group, Inc.
INCREASED162,743156,378+6,365+4%$9.6M$10.0M+$358.6K2026-10-21
Creative Planning
DECREASED160,563166,081-5,518-3%$10.2M$9.8M-$371.3K2026-11-02
Principle Wealth Partners LLC
INCREASED160,260156,531+3,729+2%$9.6M$9.8M+$197.2K2026-11-02
Three Magnolias Financial Advisors, LLC
DECREASED159,008181,178-22,170-12%$11.1M$9.7M-$1.4M2026-10-14
IVC Wealth Advisors LLC
INCREASED156,586151,657+4,929+3%$9.3M$9.6M+$271.6K2026-10-23
Fifth Third Bancorp
INCREASED153,455152,716+739+0%$9.4M$9.4M+$14.7K2026-11-05
Brookstone Capital Management
INCREASED151,373133,863+17,510+13%$8.2M$9.3M+$1.0M2026-10-22
Mechanics Bank Trust Department
DECREASED150,277154,254-3,977-3%$9.5M$9.2M-$274.5K2026-10-13
Citizens Financial Group Inc
INCREASED149,876131,155+18,721+14%$8.1M$9.2M+$1.1M2026-10-23
Cornerstone Wealth Management, LLC
INCREASED148,993138,516+10,477+8%$8.5M$9.1M+$614.1K2026-11-04
Southern Capital Services Inc
DECREASED146,899166,216-19,317-12%$10.2M$9.0M-$1.2M2026-10-19
Thrivent Financial for Lutherans
INCREASED144,379120,356+24,023+20%$7.4M$8.4M+$998.4K2026-11-05
Assetmark, Inc
INCREASED142,798120,817+21,981+18%$7.4M$8.7M+$1.3M2026-10-21
Sheets Smith Wealth Management
DECREASED142,796144,284-1,488-1%$8.9M$8.7M-$120.0K2026-10-16
Wealthcare Advisory Partners LLC
INCREASED135,501132,470+3,031+2%$8.1M$8.3M+$159.2K2026-10-21
Advisory Resource Group
DECREASED130,863144,604-13,741-9%$8.9M$8.0M-$870.7K2026-10-26
International Assets Investment Management, LLC
INCREASED130,221113,001+17,220+15%$6.8M$7.9M+$1.1M2026-11-02
Financially Speaking Inc
NEW123,028—+123,028——$7.5M—2026-11-05
Bank of New York Mellon Corp
INCREASED122,60199,594+23,007+23%$6.1M$7.5M+$1.4M2026-11-05
New England Private Wealth Advisors LLC
INCREASED122,469121,260+1,209+1%$7.0M$7.5M+$474.2K2026-10-19
Childress Capital Advisors, LLC
DECREASED121,153138,473-17,320-13%$8.5M$7.4M-$1.1M2026-10-28
Money Concepts Capital Corp
DECREASED119,933124,747-4,814-4%$7.7M$7.3M-$319.9K2026-11-06
WealthPlan Investment Management, LLC
INCREASED119,30494,561+24,743+26%$5.8M$7.3M+$1.5M2026-10-15
Pinnacle Associates LTD
INCREASED118,398114,226+4,172+4%$7.0M$7.3M+$232.7K2026-10-20
Nfsg Corp
INCREASED117,979115,491+2,488+2%$7.1M$7.2M+$129.4K2026-10-15
Foresight Capital Management Advisors, Inc.
INCREASED117,783117,181+602+1%$7.2M$7.2M+$13.4K2026-10-27
High Net Worth Advisory Group LLC
DECREASED112,130112,136-60%$6.9M$6.9M-$22.8K2026-10-26
Clear Creek Financial Management, LLC
INCREASED112,01898,737+13,281+13%$6.1M$6.9M+$793.9K2026-10-28
NWF Advisory Services Inc.
INCREASED108,16898,165+10,003+10%$6.0M$6.6M+$593.2K2026-10-19
RWQ Financial Management Services, Inc.
INCREASED107,18095,537+11,643+12%$5.9M$6.6M+$694.1K2026-10-19
KFG Wealth Management, LLC
INCREASED106,64894,423+12,225+13%$5.8M$6.5M+$730.0K2026-10-16
Integrity Wealth Partners, LLC
NEW105,580—+105,580——$6.5M—2026-10-14
J.W. Cole Advisors, Inc.
INCREASED104,930104,626+304+0%$6.4M$6.4M-$2.3K2026-11-05
Integrity Alliance, Llc.
INCREASED103,24593,077+10,168+11%$5.7M$6.3M+$604.3K2026-10-29
Dynamic Advisor Solutions LLC
DECREASED103,030106,236-3,206-3%$6.5M$6.3M-$217.7K2026-10-13
AlphaStar Capital Management, LLC
INCREASED102,66593,958+8,707+9%$5.8M$6.3M+$514.6K2026-10-16
Perigon Wealth Management, LLC
INCREASED102,21315,471+86,742+561%$950.8K$6.3M+$5.3M2026-10-22
Ignite Planners, LLC
INCREASED101,97398,197+3,776+4%$6.0M$6.2M+$211.7K2026-10-14
Milestone Asset Management, LLC
DECREASED101,946127,319-25,373-20%$7.8M$6.2M-$1.6M2026-10-15
Curtis Advisory Group, LLC
INCREASED101,75568,005+33,750+50%$4.2M$6.2M+$2.1M2026-10-28
Kingstone Capital Partners Texas, LLC
INCREASED100,11394,335+5,778+6%$5.8M$6.1M+$335.1K2026-11-03
Wedbush Securities Inc
INCREASED98,17582,531+15,644+19%$5.1M$6.0K-$5.1M2026-10-22
MBL Wealth, LLC
DECREASED97,840100,903-3,063-3%$6.2M$6.0M-$207.8K2026-10-22
Eagle Bluffs Wealth Management LLC
INCREASED96,36396,228+135+0%$5.9M$5.9M-$11.0K2026-10-20
Davenport & Co LLC
INCREASED94,88481,180+13,704+17%$5.0M$5.8M+$823.3K2026-10-14
Sigma Planning Corp
DECREASED89,297183,824-94,527-51%$11.3M$5.5M-$5.8M2026-10-23
Clearstead Advisors, LLC
INCREASED88,23088,119+111+0%$5.4M$5.4M-$10.8K2026-11-06
Maia Wealth LLC
DECREASED87,68092,425-4,745-5%$5.7M$5.4M-$309.2K2026-10-19
Ulland Investment Advisors, LLC
DECREASED86,39789,366-2,969-3%$5.5K$5.3K-$1992026-10-13
SeaCrest Wealth Management, LLC
INCREASED84,06264,477+19,585+30%$4.0M$5.1M+$1.2M2026-10-21
Intelligence Driven Advisers, LLC
UNCHANGED84,00084,00000%$5.2M$5.1M-$16.8K2026-10-09
Semus Wealth Partners LLC
INCREASED83,87783,243+634+1%$5.1M$5.1M+$22.2K2026-10-22
21 West Wealth Management LLC
DECREASED83,49086,508-3,018-3%$5.3M$5.1M-$202.2K2026-10-13
Apella Capital, LLC
INCREASED83,27680,157+3,119+4%$4.8M$5.1M+$347.4K2026-10-08
Onyx Bridge Wealth Group LLC
INCREASED83,23280,567+2,665+3%$5.0M$5.1M+$147.2K2026-10-16
Verity Asset Management, Inc.
INCREASED82,50467,370+15,134+22%$4.1M$5.1M+$913.6K2026-10-30
Mission Wealth Management, LP
INCREASED82,23078,814+3,416+4%$4.8M$5.0M+$193.5K2026-10-15
S&A Financial Services, Inc.
INCREASED81,79076,042+5,748+8%$4.7M$5.0M+$336.9K2026-11-03
Capital Investment Advisory Services, LLC
INCREASED80,56880,303+265+0%$4.9M$4.9M-$6222026-10-30
Lido Advisors, LLC
INCREASED80,29841,155+39,143+95%$2.5M$4.9M+$2.4M2026-11-04
Global Assets Advisory, LLC
INCREASED75,49767,057+8,440+13%$4.0M$4.6M+$572.1K2026-10-28
Choreo, LLC
INCREASED74,25970,647+3,612+5%$4.3M$4.5M+$207.2K2026-10-28
Pinnacle Wealth Management Advisory Group, LLC
DECREASED74,19874,946-748-1%$4.6M$4.5M-$60.8K2026-10-23
Saxony Capital Management, LLC
INCREASED72,55171,133+1,418+2%$4.4M$4.4M+$72.7K2026-10-15
Retirement Guys Formula LLC
INCREASED71,92067,455+4,465+7%$4.1M$4.4M+$260.0K2026-10-26
Princeton Global Asset Management LLC
INCREASED70,73970,090+649+1%$4.3M$4.3M+$25.7K2026-10-21
Lake Street Private Wealth, LLC
DECREASED69,45476,401-6,947-9%$4.7M$4.3M-$440.9K2026-10-22
Wagner Wealth Management, LLC
INCREASED68,33064,329+4,001+6%$4.0M$4.2M+$232.2K2026-10-21
Sowell Financial Services LLC
INCREASED67,69530,159+37,536+124%$1.9M$4.1M+$2.3M2026-10-23
Mayfair Advisory Group, LLC
INCREASED67,31167,011+300+0%$3.9M$4.1M+$239.5K2026-10-20
Koshinski Asset Management, Inc.
INCREASED66,99262,757+4,235+7%$3.9M$4.1M+$246.9K2026-10-29
Lighthouse Financial LLC
INCREASED66,78654,509+12,277+23%$3.4M$4.1M+$741.1K2026-10-23
Turn8 Private Wealth Inc.
UNCHANGED66,43866,43800%$4.1M$4.1M-$13.3K2026-11-05
IFP Advisors, Inc
INCREASED65,97958,185+7,794+13%$3.6M$4.0M+$465.8K2026-10-16
Krilogy Financial LLC
DECREASED65,05671,412-6,356-9%$4.4M$4.0M-$425.1K2026-10-13
RFG Advisory, LLC
INCREASED64,92160,408+4,513+7%$3.7M$4.0M+$264.4K2026-11-03
Beam Wealth Advisors, Inc.
INCREASED64,63159,622+5,009+8%$3.7M$4.0M+$294.9K2026-11-03
Flagstar Securities, Inc
INCREASED64,46962,028+2,441+4%$3.8M$3.9M+$137.1K2026-10-15
Palacios Wealth Management, LLC
DECREASED64,08964,789-700-1%$4.0M$3.9M-$55.8K2026-11-04
Fortress Financial Solutions, LLC
NEW63,350—+63,350——$3.9M—2026-10-14
Tucker Asset Management LLC
DECREASED63,03063,336-3060%$3.9M$3.9M-$31.4K2026-10-29
M.E. Allison & Co., Inc.
INCREASED62,20959,114+3,095+5%$3.6M$3.8M+$177.8K2026-10-09
Level Four Advisory Services, LLC
INCREASED61,63161,566+65+0%$3.8M$3.8M-$8.3K2026-11-06
Signal Advisors Wealth, LLC
INCREASED61,17343,797+17,376+40%$2.7M$3.7M+$1.1M2026-10-13
HBW Advisory Services LLC
DECREASED61,13072,197-11,067-15%$4.4M$3.7M-$692.4K2026-10-15
Sulzberger Capital Advisors, Inc.
INCREASED61,00246,754+14,248+30%$2.9M$3.7M+$863.5K2026-10-20
Investment Partners Asset Management, Inc.
INCREASED60,44259,833+609+1%$3.7M$3.7M+$25.3K2026-10-09
Vise Technologies, Inc.
INCREASED60,25549,527+10,728+22%$3.0M$3.7M+$647.2K2026-10-29
Avidian Wealth Enterprises, LLC
INCREASED59,03453,636+5,398+10%$3.3M$3.6M+$320.0K2026-10-08
WMS Group LLC
INCREASED58,18057,985+195+0%$3.6M$3.6M+$3492026-11-06
AdvisorNet Financial, Inc
DECREASED57,64868,387-10,739-16%$4.2M$3.5M-$739.0K2026-10-15
Nations Financial Group Inc,
INCREASED57,21953,484+3,735+7%$3.3M$3.5M+$218.1K2026-11-05
Beacon Financial Planning, Inc
INCREASED56,99554,547+2,448+4%$3.4M$3.5M+$139.1K2026-11-04
4Wealth Advisors, Inc.
INCREASED56,57253,652+2,920+5%$3.3M$3.5M+$204.5K2026-10-13
Ellis Investment Partners, LLC
DECREASED56,44272,096-15,654-22%$4.4M$3.5M-$973.4K2026-10-21
Smallwood Wealth Investment Management, LLC
INCREASED56,26540,644+15,621+38%$2.5M$3.4M+$948.8K2026-10-30
Valmark Advisers, Inc.
INCREASED56,14149,265+6,876+14%$3.0M$3.4M+$411.4K2026-11-06
Colonial River Investments, LLC
INCREASED55,82447,214+8,610+18%$2.9M$3.4M+$518.1K2026-10-19
Lifestyle Asset Management, Inc.
INCREASED55,29645,867+9,429+21%$2.8M$3.4M+$568.4K2026-10-20
Capstone Wealth Management Group, Inc.
INCREASED55,28954,056+1,233+2%$3.3M$3.4M+$64.7K2026-10-19
B.A. Schrock Wealth Management, Inc.
NEW54,796—+54,796——$3.3M—2026-10-15
Sloy Dahl & Holst, LLC
INCREASED54,44754,077+370+1%$3.3M$3.3M+$11.9K2026-10-14
Purus Wealth Management, LLC
INCREASED54,27652,616+1,660+3%$3.2M$3.3M+$91.1K2026-10-15
Clarity Wealth Advisors, LLC
INCREASED53,96051,418+2,542+5%$3.2M$3.3M+$145.5K2026-10-21
Partners Wealth Management, LLC
NEW53,817—+53,817——$3.3M—2026-10-28
Rooted Wealth Advisors, Inc.
UNCHANGED53,49253,49200%$3.3M$3.3M$02026-11-03
Axxcess Wealth Management, LLC
DECREASED53,18961,547-8,358-14%$3.8M$3.3M-$524.3K2026-10-21
Ring Mountain Capital, LLC
INCREASED53,05352,624+429+1%$3.2M$3.3M+$15.8K2026-10-13
Daymark Wealth Partners, LLC
DECREASED52,21754,086-1,869-3%$3.3M$3.2M-$125.3K2026-11-04
PMG Family Office LLC
INCREASED51,32250,464+858+2%$3.1M$3.1M+$42.5K2026-10-19
San Luis Wealth Advisors LLC
INCREASED51,10949,781+1,328+3%$3.1M$3.1M+$71.4K2026-10-27
Herold Advisors, Inc.
INCREASED49,86547,728+2,137+4%$2.9M$3.1M+$131.7K2026-10-19
M Holdings Securities, Inc.
DECREASED49,78650,022-2360%$3.0K$2.9K-$942026-11-03
Alterna Wealth Management, Inc
DECREASED49,71849,989-271-1%$3.1M$3.0M-$26.6K2026-10-27
Henderson Brothers Financial Partners, LLC
INCREASED48,92143,840+5,081+12%$2.7M$3.0M+$302.5K2026-11-03
Security National Bank
INCREASED48,82245,570+3,252+7%$2.8M$3.0M+$190.1K2026-10-26
Nova Financial LLC
NEW48,104—+48,104——$2.9M—2026-11-04
Diversify Wealth Management, LLC
INCREASED47,85734,672+13,185+38%$2.0M$2.9M+$874.3K2026-10-20
Diversify Advisory Services, LLC
INCREASED47,85734,672+13,185+38%$2.0M$2.9M+$874.3K2026-10-20
Flynn Zito Capital Management, LLC
DECREASED47,82151,163-3,342-7%$3.1M$2.9M-$215.0K2026-11-04
Base Wealth Management LLC
INCREASED47,71817,059+30,659+180%$1.0M$2.9M+$1.9M2026-10-21
J.Safra Asset Management Corp
INCREASED47,47542,895+4,580+11%$2.6M$2.9M+$272.0K2026-11-03
Stackstone Wealth, LLC
NEW47,293—+47,293——$2.9M—2026-10-19
US Bancorp \de\
INCREASED46,69634,876+11,820+34%$2.1M$2.9M+$717.1K2026-11-05
Gill Capital Partners, LLC
INCREASED46,15143,195+2,956+7%$2.7M$2.8M+$172.4K2026-10-13
TrustBank
INCREASED46,13045,184+946+2%$2.8M$2.8M+$48.9K2026-10-20
Hibernia Wealth Partners, LLC
DECREASED46,06348,176-2,113-4%$3.0M$2.8M-$139.0K2026-10-29
Financial Partners Group, Inc
INCREASED45,77845,774+4+0%$2.8M$2.8M-$8.9K2026-10-19
TrueWealth Advisors, LLC
INCREASED45,39643,088+2,308+5%$2.6M$2.8M+$132.8K2026-10-09
PDS Planning, Inc
DECREASED44,61445,203-589-1%$2.8M$2.7M-$45.1K2026-11-03
Cullen T Bankers, Inc.
INCREASED44,33812,482+31,856+255%$767.2K$2.7M+$1.9M2026-10-28
Littlejohn Financial Services, Inc.
DECREASED44,33144,746-415-1%$2.8M$2.7M-$34.4K2026-11-06
D'Orazio & Associates, Inc.
INCREASED43,88943,489+400+1%$2.7M$2.7M+$15.8K2026-11-04
Everest Financial Group LLC
INCREASED42,86716,392+26,475+162%$1.0M$2.6M+$1.6M2026-11-06
Chapin Davis, Inc.
INCREASED41,27732,869+8,408+26%$2.0M$2.5M+$508.5K2026-10-09
Joseph P. Lucia & Associates, LLC
INCREASED40,86140,202+659+2%$2.5M$2.5M+$32.3K2026-10-30
Simplex Trading, LLC
NEW40,219—+40,219——$2.5M—2026-11-04
Mcdonald Partners LLC
INCREASED39,76239,131+631+2%$2.4M$2.4M+$30.8K2026-11-03
Integras Partners LLC
INCREASED39,72838,453+1,275+3%$2.4M$2.4M+$70.4K2026-10-30
Anchor Capital Management Group Inc
NEW39,500—+39,500——$2.4M—2026-11-02
Midwest Trust Co
DECREASED39,48862,843-23,355-37%$3.9M$2.4M-$1.4M2026-10-22
Triumph Capital Management
INCREASED39,38138,878+503+1%$2.4M$2.4M+$23.0K2026-10-14
Putney Financial Group LLC
INCREASED39,20737,000+2,207+6%$2.3M$2.4M+$127.8K2026-10-30
Fortis Group Advisors, LLC
NEW39,179—+39,179——$2.3M—2026-11-06
Confluence Wealth Services, Inc.
INCREASED39,08137,497+1,584+4%$2.3M$2.4M+$89.5K2026-11-05
John W. Brooker & Co., CPAs
INCREASED38,74631,618+7,128+23%$1.9M$2.4M+$430.4K2026-10-21
PFG Advisors
INCREASED38,66321,156+17,507+83%$1.3M$2.4M+$1.1M2026-10-16
Capital Investment Advisors, LLC
INCREASED38,63634,631+4,005+12%$2.1M$2.4M+$238.4K2026-10-22
Private Client Services, LLC
INCREASED37,84326,725+11,118+42%$1.6M$2.3M+$675.7K2026-10-02
HB Wealth Management, LLC
DECREASED36,65437,198-544-1%$2.3M$2.2M-$40.8K2026-10-23
Provenance Wealth Advisors, LLC
NEW36,267—+36,267——$2.2M—2026-10-30
Prevail Innovative Wealth Advisors, LLC
NEW35,832—+35,832——$2.2M—2026-10-20
Golden State Wealth Management, LLC
INCREASED35,81635,735+81+0%$2.2M$2.2M-$2.2K2026-11-02
Moors & Cabot, Inc.
INCREASED35,22329,085+6,138+21%$1.8M$2.2M+$370.2K2026-11-06
SteelPeak Wealth, LLC
INCREASED35,18615,454+19,732+128%$949.8K$2.2M+$1.2M2026-10-16
Retirement Planning Group, LLC
INCREASED35,16233,139+2,023+6%$2.0M$2.2M+$117.3K2026-10-19
Plan Group Financial, LLC
INCREASED34,40918,365+16,044+87%$1.1M$2.0M+$916.6K2026-10-22
Simplicity Wealth,LLC
INCREASED33,76727,804+5,963+21%$1.7M$2.1M+$359.7K2026-10-23
KMG Fiduciary Partners, LLC
INCREASED33,52932,861+668+2%$2.0M$2.1M+$34.4K2026-10-14
Cpwa, LLC
INCREASED33,37331,156+2,217+7%$1.9M$2.0M+$118.6K2026-11-04
Tompkins Financial Corp
INCREASED33,00032,632+368+1%$2.0M$2.0M+$16.0K2026-10-05
Visionary Wealth Advisors
DECREASED32,63833,991-1,353-4%$2.1M$2.0M-$89.7K2026-11-04
Savant Capital, LLC
INCREASED32,54014,821+17,719+120%$907.4K$2.0M+$1.1M2026-11-06
Financial Guidance Group, Inc.
UNCHANGED31,70431,70400%$1.9M$1.9M-$6.3K2026-10-21
Wealth Effects LLC
INCREASED30,90730,293+614+2%$1.9M$1.9M+$31.5K2026-10-23
Steele Capital Management, Inc.
INCREASED30,71522,163+8,552+39%$1.4M$1.9M+$519.5K2026-11-02
Strong Retirement Solutions LLC
INCREASED30,65518,356+12,299+67%$1.1M$1.9M+$749.8K2026-10-07
Stillwater Wealth Management Group
DECREASED30,42546,930-16,505-35%$2.9M$1.9M-$1.0M2026-10-21
VestGen Advisors, LLC
DECREASED30,39331,640-1,247-4%$1.9M$1.9M-$82.7K2026-10-27
LexAurum Advisors, LLC
DECREASED30,12430,729-605-2%$1.9M$1.8M-$43.2K2026-10-19
StoneX Group Inc.
INCREASED29,60215,403+14,199+92%$946.6K$1.8M+$866.7K2026-11-03
Advisory Advocates, LLC
INCREASED29,37829,178+200+1%$1.8M$1.8M+$6.4K2026-11-05
Mirae Asset Global Investments Co., Ltd.
DECREASED29,02830,645-1,617-5%$1.9M$1.8M-$105.2K2026-11-03
Nautilus Advisors LLC
INCREASED28,76625,563+3,203+13%$1.5M$1.8M+$215.4K2026-10-07
Providence First Trust Co
NEW28,517—+28,517——$1.7M—2026-11-02
Frontier Asset Management, LLC
DECREASED28,16729,827-1,660-6%$1.8M$1.7M-$107.7K2026-10-28
Brown Miller Wealth Management, LLC
INCREASED28,06727,332+735+3%$1.7M$1.7M+$39.5K2026-11-02
Evolution Wealth Advisors, LLC
INCREASED27,81427,670+144+1%$1.7M$1.7M+$3.3K2026-11-03
Arrow Financial Corp
INCREASED27,38718,696+8,691+46%$1.1M$1.7M+$528.7K2026-10-26
Keystone Wealth Services, LLC
INCREASED27,22922,103+5,126+23%$1.4M$1.7M+$307.4K2026-11-03
Etesian Wealth Advisors, Inc.
INCREASED27,19625,417+1,779+7%$1.6M$1.7M+$103.9K2026-10-27
TigerOak Management, L.L.C.
INCREASED27,14117,846+9,295+52%$1.1M$1.7M+$565.9K2026-10-23
Independent Wealth Network Inc.
INCREASED26,99412,217+14,777+121%$750.9K$1.7M+$902.7K2026-10-19
MBA Advisors LLC
INCREASED26,72425,344+1,380+5%$1.6M$1.6M+$79.5K2026-10-29
Sunpointe, LLC
DECREASED26,47575,828-49,353-65%$4.7M$1.6M-$3.0M2026-10-22
Beacon Financial Group
INCREASED26,38317,534+8,849+50%$1.1M$1.6M+$538.6K2026-10-19
Focused Wealth Management, Inc
INCREASED25,77724,214+1,563+6%$1.5M$1.6M+$90.9K2026-10-30
Whipplewood Advisors, LLC
INCREASED25,21124,815+396+2%$1.5M$1.5M+$19.3K2026-10-20
Fiduciary Alliance LLC
DECREASED24,92341,041-16,118-39%$2.5M$1.5M-$995.6K2026-10-13
JSF Financial, LLC
INCREASED24,91019,473+5,437+28%$1.2M$1.5M+$329.2K2026-10-22
Sterling Investment Advisors, Ltd.
INCREASED24,89323,001+1,892+8%$1.4M$1.5M+$111.3K2026-10-27
PKS Advisory Services, LLC
UNCHANGED24,87424,87400%$1.5M$1.5M$02026-10-26
Paradigm, Strategies in Wealth Management, LLC
DECREASED24,84025,047-207-1%$1.5M$1.5M-$17.7K2026-10-16
Oasis Advisors, LLC
NEW23,695—+23,695——$1.5M—2026-10-16
Kraematon Investment Advisors, Inc
DECREASED23,23525,119-1,884-7%$1.5M$1.4M-$120.4K2026-11-02
Ping Capital Management, Inc.
INCREASED23,20021,400+1,800+8%$1.3M$1.4M+$106.0K2026-10-13
Total Clarity Wealth Management, Inc.
INCREASED23,03817,769+5,269+30%$1.1M$1.4M+$319.3K2026-10-26
Verdence Capital Advisors LLC
NEW22,622—+22,622——$1.4M—2026-10-26
Foster Victor Wealth Advisors, LLC
INCREASED22,62118,375+4,246+23%$1.1M$1.3M+$239.9K2026-10-21
B. Riley Wealth Advisors, Inc.
INCREASED22,55912,603+9,956+79%$765.0K$1.4M+$617.0K2026-10-13
Concord Wealth Partners
INCREASED22,46721,281+1,186+6%$1.3M$1.4M+$68.4K2026-11-02
Integrated Advisors Network LLC
INCREASED22,18221,431+751+4%$1.3M$1.4M+$41.7K2026-10-20
Orba Wealth Advisors, L.L.C.
DECREASED22,14822,614-466-2%$1.4M$1.4M-$33.1K2026-10-23
Xcel Wealth Management, LLC
INCREASED21,92921,201+728+3%$1.3M$1.3M+$40.3K2026-10-26
New Wave Wealth Advisors LLC
DECREASED21,839191,234-169,395-89%$11.8M$1.3M-$10.4M2026-10-19
Lewis Asset Management, LLC
DECREASED21,12122,083-962-4%$1.4M$1.3M-$63.3K2026-10-14
Helium Advisors LLC
DECREASED20,98222,436-1,454-6%$1.4M$1.3M-$93.6K2026-10-23
DB&C Advisors, LLC
DECREASED20,78020,888-108-1%$1.3M$1.3M-$10.8K2026-10-26
Aurora Private Wealth, Inc.
INCREASED20,45419,345+1,109+6%$1.2M$1.3K-$1.2M2026-10-20
Merit Financial Group, LLC
INCREASED20,17216,625+3,547+21%$1.0M$1.2M+$214.0K2026-11-06
Taylor Securities Services, Inc.
INCREASED20,16015,062+5,098+34%$925.7K$1.2M+$309.3K2026-10-20
CPC Advisors, LLC
DECREASED20,06120,666-605-3%$1.3M$1.2M-$41.2K2026-10-21
Cooper Financial Group
INCREASED19,95617,338+2,618+15%$1.1M$1.2M+$156.9K2026-10-07
Bauman Advisory Group, LLC
INCREASED19,8298,832+10,997+125%$542.8K$1.2M+$671.9K2026-10-29
Marks Wealth, LLC
DECREASED19,76621,671-1,905-9%$1.3M$1.2M-$121.0K2026-10-30
Focus Financial Network, Inc.
INCREASED19,67119,044+627+3%$1.2M$1.2M+$34.6K2026-10-14
Integrity Advisory Solutions, LLC
NEW19,591—+19,591——$1.2M—2026-10-29
Thayer Partners, LLC / MA
INCREASED19,56414,484+5,080+35%$890.2K$1.2M+$308.3K2026-11-06
Parallel Advisors, LLC
INCREASED19,50417,471+2,033+12%$1.1M$1.2M+$121.0K2026-11-03
Latitude Advisors, LLC
INCREASED19,07817,381+1,697+10%$1.1M$1.2M+$100.5K2026-10-27
GC Wealth Management RIA, LLC
INCREASED19,07717,055+2,022+12%$1.0M$1.2M+$120.5K2026-11-02
Legacy Private Trust Co.
INCREASED18,91017,910+1,000+6%$1.1M$1.2M+$57.7K2026-10-06
Finivi Inc.
DECREASED18,88618,905-190%$1.2M$1.2M-$5.0K2026-10-13
FNY Investment Advisers, LLC
INCREASED18,86718,767+100+1%$1.2K$1.2K+$22026-10-16
Cyndeo Wealth Partners, LLC
INCREASED18,6969,487+9,209+97%$583.1K$1.1M+$562.2K2026-10-16
QP Wealth Management, LLC
DECREASED18,65920,645-1,986-10%$1.3M$1.1M-$125.8K2026-10-20
HBK Sorce Advisory LLC
INCREASED18,33615,954+2,382+15%$947.4K$984.8K+$37.4K2026-11-06
Millennium Capital Advisors, LLC
INCREASED18,26518,166+99+1%$1.1M$1.1M+$2.4K2026-10-16
Novem Group
DECREASED18,08518,171-860%$1.1M$1.1M-$8.9K2026-10-19
Harbor Investment Advisory, LLC
INCREASED18,05314,970+3,083+21%$920.1K$1.1M+$185.9K2026-10-13
Elevation Point Wealth Partners, LLC
UNCHANGED18,04018,04000%$1.1M$1.1M-$3.6K2026-11-05
Meridian Financial Partners LLC
INCREASED17,97812,041+5,937+49%$713.6K$1.1M+$366.9K2026-10-23
Private Trust Co NA
DECREASED17,91321,506-3,593-17%$1.3M$1.1M-$224.4K2026-10-20
Ashton Thomas Private Wealth, LLC
INCREASED17,84012,582+5,258+42%$773.3K$1.1M+$319.6K2026-11-03
Steinberganna Wealth Management
INCREASED17,71217,588+124+1%$1.1M$1.1M+$4.1K2026-10-23
Intrua Financial, LLC
DECREASED17,64820,911-3,263-16%$1.3M$1.1M-$204.0K2026-10-28
Optima Capital LLC
DECREASED17,49117,580-89-1%$1.1M$1.1M-$9.0K2026-10-29
Consilium Wealth Advisory, LLC
INCREASED17,48917,196+293+2%$1.1M$1.1M+$14.5K2026-10-14
Integrated Financial Solutions, Inc.
INCREASED17,4509,150+8,300+91%$562.4K$1.1M+$506.6K2026-10-09
Redwood Financial Network Corp
DECREASED17,36217,496-134-1%$1.1M$1.1M-$11.7K2026-11-03
Grant Private Wealth Management Inc
INCREASED17,30617,108+198+1%$1.1M$1.1M+$8.7K2026-10-19
Abel Hall, LLC
UNCHANGED17,10017,10000%$1.1M$1.0M-$3.4K2026-10-19
Fermata Advisors, LLC
INCREASED17,03914,546+2,493+17%$894.0K$1.0M+$149.8K2026-10-13
Elmwood Wealth Management, Inc.
INCREASED16,99916,724+275+2%$1.0M$1.0M+$13.5K2026-10-14
Silverlake Wealth Management LLC
INCREASED16,99812,628+4,370+35%$776.1K$1.0M+$265.2K2026-10-21
Pennsylvania Capital Management Inc
INCREASED16,98715,585+1,402+9%$957.9K$1.0M+$82.8K2026-11-05
Orgel Wealth Management, LLC
INCREASED16,93416,113+821+5%$990.3K$1.0M+$47.1K2026-10-14
Key Client Fiduciary Advisors, LLC
INCREASED16,69015,528+1,162+7%$954.4K$1.0M+$68.0K2026-10-19
OpenArc Corporate Advisory, LLC
INCREASED16,6019,178+7,423+81%$564.1K$1.0M+$452.9K2026-10-21
Tepp RIA, LLC
INCREASED16,51016,355+155+1%$1.0M$1.0M+$6.2K2026-10-14
Great Diamond Partners, LLC
DECREASED16,49116,721-230-1%$1.0M$1.0M-$17.4K2026-10-13
Hofer & Associates. Inc
NEW16,308—+16,308——$999.1K—2026-10-13
RED Crane Wealth Management, LLC
INCREASED16,30816,294+14+0%$1.0M$999.1K-$2.4K2026-10-14
Comprehensive Financial Planning, Inc.
INCREASED16,13415,845+289+2%$973.8K$988.4K+$14.6K2026-10-27
Signature Equity Partners, LLC
INCREASED16,08914,037+2,052+15%$862.7K$985.6K+$122.9K2026-10-29
Stonebridge Financial Group, LLC
INCREASED15,97515,663+312+2%$962.6K$978.6K+$16.0K2026-10-01
Asset Allocation Strategies LLC
INCREASED15,89215,680+212+1%$963.7K$973.6K+$9.9K2026-10-20
Innovative Advisory Group, LLC
INCREASED15,66414,105+1,559+11%$866.9K$959.6K+$92.7K2026-10-13
Jacobi Capital Management LLC
INCREASED15,66415,328+336+2%$942.1K$959.6K+$17.5K2026-11-05
Chung Wu Investment Group, LLC
INCREASED15,61515,415+200+1%$947.4K$956.6K+$9.2K2026-11-03
Worth Financial Advisory Group, LLC
INCREASED15,46414,844+620+4%$912.3K$947.3K+$35.0K2026-10-19
Teamwork Financial Advisors, LLC
DECREASED15,35722,470-7,113-32%$1.4M$940.8K-$440.2K2026-10-19
Brighton Jones LLC
INCREASED15,1238,622+6,501+75%$529.9K$926.4K+$396.5K2026-11-03
Corps Capital Advisors, LLC
UNCHANGED15,06215,06200%$925.7K$922.7K-$3.0K2026-11-05
Bluedoor Private Wealth, LLC
INCREASED14,61210,749+3,863+36%$660.6K$895.1K+$234.5K2026-11-05
Asset One Wealth Management LLC
INCREASED14,50513,603+902+7%$817.8K$888.6K+$70.8K2026-11-02
Strategic Advisors LLC
INCREASED14,50113,972+529+4%$858.7K$888.3K+$29.6K2026-10-13
Cora Capital Advisors LLC
INCREASED14,41011,965+2,445+20%$735.4K$882.8K+$147.4K2026-11-02
Clay Northam Wealth Management, LLC
UNCHANGED14,40514,40500%$885.3K$882.5K-$2.9K2026-10-13
Sagespring Wealth Partners, LLC
INCREASED14,32412,221+2,103+17%$751.1K$877.5K+$126.3K2026-10-22
Autumn Glory Partners, LLC
UNCHANGED14,21514,21500%$873.7K$870.8K-$2.8K2026-10-26
Diligent Investors, LLC
INCREASED14,15813,848+310+2%$851.1K$867.3K+$16.2K2026-10-21
Bell Bank
DECREASED14,13714,347-210-1%$881.8K$866.0K-$15.7K2026-10-21
Fullerton Advisors, LLC
INCREASED13,84213,504+338+3%$830.0K$847.9K+$18.0K2026-10-14
Stirlingshire Investments, Inc.
INCREASED13,83611,087+2,749+25%$681.4K$847.6K+$166.2K2026-11-05
Cap Partners, LLC
INCREASED13,78813,461+327+2%$827.3K$844.7K+$17.4K2026-10-19
Lanark Financial, Inc.
INCREASED13,50712,020+1,487+12%$738.8K$827.4K+$88.7K2026-10-26
Tritonpoint Wealth, LLC
DECREASED13,41314,139-726-5%$869.0K$821.7K-$47.3K2026-10-19
Soundwatch Capital LLC
INCREASED13,3328,404+4,928+59%$516.5K$813.8K+$297.3K2026-11-04
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED13,267250+13,017+5207%$15$813+$7982026-10-14
Atria Investments, Inc
DECREASED13,26413,667-403-3%$840.0K$812.6K-$27.4K2026-10-15
Future Financial Wealth Managment LLC
INCREASED13,26312,535+728+6%$733.7K$812.5K+$78.8K2026-10-15
Southland Equity Partners LLC
DECREASED13,24213,355-113-1%$820.8K$811.2K-$9.6K2026-10-14
Compass Financial Management LLC
INCREASED13,07612,919+157+1%$771.5K$801.0K+$29.5K2026-10-30
Investment Planning Advisors, Inc.
DECREASED13,02413,320-296-2%$818.6K$797.9K-$20.8K2026-10-14
Red Mountain Financial, LLC
INCREASED13,00010,300+2,700+26%$633.0K$796.4K+$163.3K2026-11-03
Argyle Capital Partners, LLC
INCREASED12,7185,715+7,003+123%$351.2K$779.1K+$427.9K2026-10-23
Kelly Financial Services LLC
INCREASED12,57412,129+445+4%$745.4K$770.3K+$24.9K2026-10-20
Triton Wealth Management, Pllc
INCREASED12,54110,029+2,512+25%$596.2K$710.5K+$114.3K2026-11-04
Blue Trust, Inc.
INCREASED12,2891,606+10,683+665%$98.7K$752.8K+$654.1K2026-10-15
Unique Wealth, LLC
INCREASED12,2276,697+5,530+83%$411.6K$749.0K+$337.4K2026-10-16
Innovative Wealth Building LLC
INCREASED12,20611,826+380+3%$726.8K$747.8K+$20.9K2026-10-14
Darden Wealth Group Inc
INCREASED12,16211,662+500+4%$716.7K$745.0K+$28.3K2026-11-06
Howard Financial Services, Ltd.
INCREASED12,10512,062+43+0%$741.3K$741.6K+$2482026-10-15
TopTier Wealth Management, LLC
DECREASED12,09912,362-263-2%$759.8K$741.2K-$18.6K2026-10-16
Parsons Capital Management Inc
INCREASED12,0285,449+6,579+121%$334.9K$736.8K+$401.9K2026-10-28
Citigroup Inc
INCREASED12,0058,105+3,900+48%$498.1K$735.4K+$237.3K2026-11-04
UMB Bank, n.a.
INCREASED12,0009,000+3,000+33%$553.1K$735.1K+$182.0K2026-11-06
Verus Capital Partners, LLC
DECREASED11,98514,039-2,054-15%$862.8K$734.2K-$128.7K2026-11-03
Allen Capital Group, LLC
INCREASED11,83211,503+329+3%$707.0K$724.8K+$17.9K2026-10-27
Strategic Blueprint, LLC
DECREASED11,79212,482-690-6%$767.1K$722.4K-$44.7K2026-10-22
Schear Investment Advisers, LLC
NEW11,779—+11,779——$721.6K—2026-10-14
Tempo Wealth, LLC
DECREASED11,77912,551-772-6%$771.4K$721.6K-$49.8K2026-10-14
Gables Capital Management Inc.
INCREASED11,7358,925+2,810+31%$548.5K$718.9K+$170.4K2026-11-04
Madden Securities Corp
DECREASED11,65715,634-3,977-25%$960.9K$714.1K-$246.8K2026-10-27
Castle Rock Wealth Management, LLC
INCREASED11,63810,653+985+9%$641.3K$712.8K+$71.5K2026-10-09
Guidance Capital, Inc
INCREASED11,4566,918+4,538+66%$409.9K$644.3K+$234.3K2026-11-03
Gateway Investment Advisers LLC
INCREASED11,3688,511+2,857+34%$523.1K$696.4K+$173.3K2026-10-13
Armstrong Advisory Group, Inc
INCREASED11,16611,110+56+1%$682.8K$684.0K+$1.2K2026-10-09
Blvd Private Wealth, LLC
INCREASED11,15410,813+341+3%$664.6K$683.3K+$18.7K2026-10-14
Adell Harriman & Carpenter Inc
NEW11,075—+11,075——$678.5K—2026-11-02
Elevation Wealth Management LLC
DECREASED11,05711,139-82-1%$684.6K$677.4K-$7.3K2026-11-02
Pacific Center for Financial Services
INCREASED11,04210,866+176+2%$667.8K$676.5K+$8.6K2026-10-15
RDA Financial Network
DECREASED10,99011,406-416-4%$701.0K$673.3K-$27.8K2026-10-15
Capital Advisors, Ltd. LLC
INCREASED10,95310,587+366+3%$651$671+$202026-10-27
Capital Advisors Wealth Management, LLC
INCREASED10,9437,714+3,229+42%$474.1K$670.3K+$196.3K2026-10-09
Almanack Investment Partners, Llc.
INCREASED10,9304,600+6,330+138%$282.7K$669.6K+$386.9K2026-11-03
Galvin, Gaustad & Stein, LLC
INCREASED10,92510,625+300+3%$653.0K$669.3K+$16.3K2026-10-08
Armor Investment Advisors, LLC
DECREASED10,89012,792-1,902-15%$786.2K$667.1K-$119.1K2026-10-27
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED10,80111,163-362-3%$686.1K$661.7K-$24.4K2026-10-14
Private Capital Advisors, Inc.
INCREASED10,75610,556+200+2%$648.8K$658.9K+$10.1K2026-10-06
MSH Capital Advisors LLC
DECREASED10,67912,074-1,395-12%$742.1K$654.2K-$87.9K2026-11-03
Global Wealth Strategies & Associates
DECREASED10,67911,252-573-5%$691.6K$654.2K-$37.4K2026-10-02
Murphy & Mullick Capital Management Corp
INCREASED10,64910,440+209+2%$641.6K$652.4K+$10.7K2026-11-02
Tcfg Investment Advisors, LLC
INCREASED10,6478,839+1,808+20%$535.0K$648.7K+$113.6K2026-10-20
Roman Butler Fullerton & Co
INCREASED10,6429,728+914+9%$579.7K$633.2K+$53.5K2026-10-27
Elco Management Co., LLC
DECREASED10,60011,500-900-8%$706.8K$649.4K-$57.4K2026-10-14
Cypress Wealth Services, LLC
INCREASED10,59810,074+524+5%$619.2K$649.4K+$30.2K2026-10-21
Ehrlich Financial Group
INCREASED10,59310,329+264+3%$634.8K$649.0K+$14.1K2026-10-20
Johnson & White Wealth Management, LLC
DECREASED10,59210,931-339-3%$671.8K$648.9K-$22.9K2026-11-03
Certior Financial Group, LLC
UNCHANGED10,57410,57400%$649.9K$647.8K-$2.1K2026-10-19
Syntegra Private Wealth Group, LLC
DECREASED10,57211,475-903-8%$705.2K$647.6K-$57.6K2026-10-13
Rhodes Investment Advisors Inc
INCREASED10,4756,605+3,870+59%$405.9K$641.7K+$235.8K2026-10-07
Plus Group Wealth Advisors LLC
INCREASED10,2208,858+1,362+15%$544.4K$626.1K+$81.7K2026-10-19
Prosperity Financial Group, Inc.
INCREASED9,9329,603+329+3%$590.2K$608.5K+$18.2K2026-10-29
Rockingstone Advisors LLC
UNCHANGED9,8509,85000%$605.4K$603.4K-$2.0K2026-10-16
Griffin Asset Management, Inc.
INCREASED9,8303,850+5,980+155%$236.6K$602.2K+$365.6K2026-10-22
Shepherd Financial Partners LLC
UNCHANGED9,8179,81700%$603.4K$601.4K-$2.0K2026-11-03
Acorn Financial Advisory Services Inc
INCREASED9,6169,298+318+3%$571.4K$589.1K+$17.7K2026-11-02
Discipline Wealth Solutions, LLC
INCREASED9,5628,722+840+10%$536.0K$585.8K+$49.7K2026-10-14
CRA Financial Services, LLC
DECREASED9,5379,593-56-1%$589.6K$584.3K-$5.3K2026-10-16
Clearwave Capital, LLC
INCREASED9,4619,444+17+0%$580.4K$579.6K-$8422026-10-27
Balboa Wealth Partners
INCREASED9,4399,434+5+0%$579.8K$578.2K-$1.5K2026-10-20
Smith Chas P & Associates PA Cpas
INCREASED9,4169,316+100+1%$572.6K$553.8K-$18.8K2026-10-22
LJI Wealth Management, LLC
NEW9,380—+9,380——$574.6K—2026-10-28
Fearless Solutions, LLC dba Best Invest
DECREASED9,3639,588-225-2%$589.3K$573.6K-$15.7K2026-10-14
WealthPLAN Partners, LLC
INCREASED9,3607,298+2,062+28%$448.5K$573.4K+$124.8K2026-10-15
Wesbanco Bank Inc
DECREASED9,34414,534-5,190-36%$893.3K$572.4K-$320.8K2026-11-04
Cadent Capital Advisors, LLC
INCREASED9,3287,246+2,082+29%$445.3K$571.5K+$126.1K2026-10-09
Ironsides Asset Advisors, LLC
DECREASED9,3109,560-250-3%$587.6K$570.3K-$17.2K2026-10-20
Clarus Wealth Advisors
INCREASED9,2857,923+1,362+17%$471.0K$567.2K+$96.2K2026-10-13
TFB Advisors LLC
INCREASED9,2439,001+242+3%$553.2K$566.2K+$13.0K2026-11-02
Sound Income Strategies, LLC
DECREASED9,24210,211-969-9%$627.6K$563.1K-$64.4K2026-10-09
Capital Asset Advisory Services LLC
DECREASED9,2259,976-751-8%$613.1K$538.9K-$74.2K2026-10-30
Fulcrum Wealth Advisors, LLC
INCREASED9,1107,595+1,515+20%$466.8K$558.1K+$91.3K2026-10-16
Sage Financial Group Inc
NEW9,058—+9,058——$554.9K—2026-10-27
Thompson Davis & Co., Inc.
UNCHANGED9,0219,02100%$554.4K$552.6K-$1.8K2026-11-05
Ethos Capital Management, Inc.
DECREASED9,00010,458-1,458-14%$642.7K$551.3K-$91.4K2026-11-03
Baker Avenue Asset Management, LP
DECREASED8,9909,411-421-4%$578.4K$550.7K-$27.7K2026-11-06
Winebrenner Capital Management LLC
INCREASED8,8328,076+756+9%$496.4K$541.0K+$44.7K2026-10-07
Carnegie Lake Advisors LLC
UNCHANGED8,7888,78800%$540.1K$538.4K-$1.8K2026-11-06
Hamel Associates, Inc.
INCREASED8,6078,462+145+2%$520.1K$527.3K+$7.2K2026-11-06
Fifth Third Securities, Inc.
INCREASED8,5387,134+1,404+20%$438.5K$523.0K+$84.6K2026-10-21
FSM Wealth Advisors, LLC
UNCHANGED8,5308,53000%$524.3K$521.1K-$3.2K2026-10-27
Advisor OS, LLC
NEW8,427—+8,427——$516.2K—2026-11-03
Independent Investors Inc
UNCHANGED8,4108,41000%$516.9K$515.2K-$1.7K2026-10-30
Williams Jones Wealth Management, Llc.
UNCHANGED8,3508,35000%$513.2K$511.5K-$1.7K2026-11-05
Cherry Tree Wealth Management, LLC
DECREASED8,33217,780-9,448-53%$1.1M$510.4K-$582.4K2026-10-15
Mindset Wealth Management, LLC
INCREASED8,3034,549+3,754+83%$279.6K$508.7K+$229.1K2026-10-19
Victory Financial Group, LLC
INCREASED8,2943,587+4,707+131%$220.4K$508.1K+$287.6K2026-10-27
Fisher Asset Management, LLC
INCREASED8,1716,237+1,934+31%$383.3K$500.6K+$117.3K2026-11-06
Integrity Wealth Advisors, Inc.
NEW8,167—+8,167——$500.3K—2026-10-29
Meadowbrook Wealth Management, LLC
INCREASED8,1345,814+2,320+40%$350.0K$498.3K+$148.3K2026-10-08
Winch Advisory Services, LLC
INCREASED8,0913,141+4,950+158%$193.1K$495.7K+$302.6K2026-11-06
Johnson Financial Group, LLC
UNCHANGED8,0668,06600%$495.7K$494.1K-$1.6K2026-11-03
Modera Wealth Management, LLC
INCREASED7,9817,840+141+2%$481.8K$488.9K+$7.1K2026-10-28
Quadrant Capital Group LLC
NEW7,878—+7,878——$479.9K—2026-10-20
Family Investment Center, Inc.
DECREASED7,8618,272-411-5%$508.4K$481.6K-$26.8K2026-10-19
Outlook Wealth Advisors, LLC
DECREASED7,8438,616-773-9%$529.5K$480.5K-$49.1K2026-10-28
Markowski Investments
DECREASED7,7909,199-1,409-15%$565.4K$477.2K-$88.2K2026-10-30
Appleton Partners Inc
INCREASED7,7407,340+400+5%$451.0K$474-$450.5K2026-10-30
Triad Wealth Partners, LLC
DECREASED7,71613,904-6,188-45%$811.2K$472.7K-$338.5K2026-10-26
Tempus Wealth Planning, LLC
DECREASED7,69927,365-19,666-72%$1.7M$471.6K-$1.2M2026-10-14
Central Trust Co
INCREASED7,6867,663+23+0%$471.0K$470.8K-$1232026-11-05
Ritholtz Wealth Management
INCREASED7,6783,468+4,210+121%$213.2K$470.4K+$257.2K2026-11-05
Redhawk Wealth Advisors, Inc.
DECREASED7,6207,648-280%$470.0K$466.8K-$3.2K2026-10-14
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED7,6007,60000%$467.1K$465.6K-$1.5K2026-10-29
Aureum Wealth Management, LLC
INCREASED7,5976,471+1,126+17%$397.7K$465.4K+$67.7K2026-10-15
Independence Asset Advisors, LLC
INCREASED7,5517,324+227+3%$450.1K$462.5K+$12.4K2026-10-23
Searle & Co.
UNCHANGED7,4907,49000%$460.3K$458.8K-$1.5K2026-11-04
TD Waterhouse Canada Inc.
INCREASED7,3424,858+2,484+51%$292.4K$446.4K+$154.0K2026-10-16
EPG Wealth Management LLC
NEW7,312—+7,312——$447.9K—2026-11-03
Wealth Management Partners, LLC
DECREASED7,1838,611-1,428-17%$529.2K$440.0K-$89.2K2026-10-21
Nordwand Advisors, LLC
INCREASED7,1606,325+835+13%$388.7K$438.6K+$49.9K2026-11-05
Legacy Wealth Management, LLC / MS
UNCHANGED6,9906,99000%$429.6K$428.2K-$1.4K2026-10-30
Socha Financial Group, LLC
UNCHANGED6,9716,97100%$428.4K$427.0K-$1.4K2026-11-03
Landmark Wealth Management, LLC
DECREASED6,8876,931-44-1%$426.0K$421.9K-$4.0K2026-11-03
Smart Wealth LLC
INCREASED6,8326,152+680+11%$378.1K$418.5K+$40.4K2026-11-04
Milestone Asset Management Group, LLC
INCREASED6,8176,696+121+2%$411.6K$417.6K+$6.0K2026-10-20
Means Investment Co., Inc.
DECREASED6,8157,761-946-12%$477.0K$417.5K-$59.5K2026-11-03
NBT Bank, N.A.
INCREASED6,7254,725+2,000+42%$290.4K$412.0K+$121.6K2026-10-21
Benchmark Financial, LLC
INCREASED6,5776,450+127+2%$396.4K$402.9K+$6.5K2026-10-16
TritonPoint Partners, LLC
DECREASED6,53314,139-7,606-54%$869.0K$400.2K-$468.8K2026-11-05
Apollon Financial, LLC
INCREASED6,4976,494+3+0%$399.1K$398.0K-$1.1K2026-10-23
Meridian Wealth Management, LLC
DECREASED6,4956,497-20%$399.3K$397.9K-$1.4K2026-11-05
Aspen Investment Management Inc
DECREASED6,4907,115-625-9%$437$398-$392026-11-05
Arlington Financial Advisors, LLC
UNCHANGED6,4006,40000%$393.3K$392.1K-$1.3K2026-10-19
Pinion Investment Advisors, LLC
INCREASED6,3866,199+187+3%$381.0K$391.2K+$10.2K2026-11-04
Optivise Advisory Services LLC
INCREASED6,2886,049+239+4%$371.8K$385.2K+$13.4K2026-10-19
James J. Burns & Company, LLC
UNCHANGED6,2646,26400%$385.0K$383.7K-$1.3K2026-10-22
Balefire, LLC
INCREASED6,2355,273+962+18%$324.1K$382.0K+$57.9K2026-10-09
Blodgett Wealth Advisors, LLC
DECREASED6,2006,350-150-2%$390.3K$379.8K-$10.5K2026-10-23
Coquina Private Wealth LLC
INCREASED6,1945,988+206+3%$368.0K$379.4K+$11.4K2026-10-27
Raub Brock Capital Management LP
UNCHANGED6,1636,16300%$378.8K$377.5K-$1.2K2026-10-21
Beaumont Financial Advisors, LLC
INCREASED6,1314,231+1,900+45%$260.0K$375.6K+$115.5K2026-10-22
Montecito Bank & Trust
DECREASED6,1306,150-200%$378.0K$375.5K-$2.5K2026-10-01
Claro Advisors Inc.
INCREASED6,0485,498+550+10%$337.9K$370.5K+$32.6K2026-11-02
Sherry Group, Inc.
INCREASED6,0383,500+2,538+73%$212.5K$369.9K+$157.4K2026-10-09
Morey & Quinn Wealth Partners, LLC
INCREASED6,0225,190+832+16%$319.0K$368.9K+$49.9K2026-10-28
Secure Asset Management, LLC
INCREASED6,0205,997+23+0%$368.6K$368.8K+$1942026-10-19
RIA Advisory Group LLC
NEW5,980—+5,980——$366.3K—2026-10-15
Marion Wealth Management
DECREASED5,9797,112-1,133-16%$437.1K$366.3K-$70.8K2026-10-22
Buska Wealth Management, LLC
NEW5,943—+5,943——$364.0K—2026-10-08
Crossmark Global Holdings, Inc.
UNCHANGED5,9395,93900%$365.0K$363.8K-$1.2K2026-10-21
Clearstead Trust, LLC
INCREASED5,9365,419+517+10%$333.1K$363.6K+$30.6K2026-11-06
Northbridge Financial Group, LLC
UNCHANGED5,8905,89000%$362.0K$360.8K-$1.2K2026-11-05
Portfolio Strategies, Inc.
DECREASED5,8575,903-46-1%$362.8K$358.8K-$4.0K2026-11-06
Solutions 4 Wealth, Ltd
NEW5,760—+5,760——$352.9K—2026-11-03
First Heartland Consultants, Inc.
DECREASED5,7467,235-1,489-21%$444.7K$352.0K-$92.7K2026-10-08
SevenBridge Financial Group, LLC
DECREASED5,7106,063-353-6%$362.2K$339.4K-$22.8K2026-10-26
Signaturefd, LLC
INCREASED5,7075,572+135+2%$342.5K$349.6K+$7.1K2026-10-23
BankPlus Trust Department
UNCHANGED5,6925,69200%$349.8K$348.7K-$1.1K2026-11-06
Valeo Financial Advisors, LLC
INCREASED5,6733,267+2,406+74%$200.8K$347.5K+$146.7K2026-10-08
Cathy Pareto & Associates, Inc
INCREASED5,5735,555+18+0%$341.4K$341.4K-$22026-10-15
One Advisory Partners, LLC
UNCHANGED5,5625,56200%$341.8K$340.7K-$1.1K2026-10-22
Csenge Advisory Group
INCREASED5,5575,194+363+7%$319.2K$340.4K+$21.2K2026-11-04
Sovran Advisors, LLC
NEW5,545—+5,545——$329.2K—2026-11-02
Accurate Wealth Management, LLC
INCREASED5,4074,565+842+18%$275.9K$329.4K+$53.5K2026-10-20
Redwood Family Wealth LLC
INCREASED5,3635,300+63+1%$325.8K$328.6K+$2.8K2026-10-20
Focused Alpha, LLC
DECREASED5,3195,624-305-5%$345.7K$325.8K-$19.8K2026-10-20
Valicenti Advisory Services Inc
UNCHANGED5,2835,28300%$325$324-$12026-10-23
Walkner Condon Financial Advisors LLC
INCREASED5,1865,171+15+0%$317.8K$317.7K-$1092026-11-02
Principal Financial Group Inc
NEW5,137—+5,137——$314.7K—2026-11-02
Farmers & Merchants Trust Co of Long Beach
UNCHANGED5,1155,11500%$314.4K$313.3K-$1.0K2026-10-22
Mascoma Wealth Management LLC
UNCHANGED5,1045,10400%$313.7K$312.7K-$1.0K2026-10-23
Hohimer Wealth Management, LLC
UNCHANGED5,0905,09000%$312.8K$311.8K-$1.0K2026-11-04
Guyasuta Investment Advisors Inc
UNCHANGED5,0005,00000%$307.3K$306.3K-$1.0K2026-10-15
Laurel OAK Wealth Management, LLC
INCREASED4,9984,071+927+23%$250.2K$306.2K+$56.0K2026-10-19
Register Financial Advisors LLC
NEW4,984—+4,984——$305.3K—2026-10-23
Interchange Capital Partners, LLC
UNCHANGED4,9844,98400%$306.4K$305.4K-$9892026-10-28
Fairvoy Private Wealth, LLC
INCREASED4,9224,887+35+1%$300.4K$301.5K+$1.2K2026-10-19
Financial Management Network Inc
INCREASED4,9153,590+1,325+37%$210.1K$300.0K+$90.0K2026-10-09
Cape Investment Advisory, Inc.
INCREASED4,8934,370+523+12%$268.6K$299.7K+$31.2K2026-10-13
Integrated Wealth Management
UNCHANGED4,8514,85100%$298.1K$297.2K-$9702026-10-19
Madrona Financial Services, LLC
INCREASED4,8044,674+130+3%$287.3K$294.3K+$7.0K2026-10-23
Advisor Resource Council
UNCHANGED4,8004,80000%$288.8K$293.7K+$4.9K2026-11-05
Realta Investment Advisors
INCREASED4,7544,690+64+1%$288.3K$291.2K+$2.9K2026-10-14
Compass Ion Advisors, LLC
DECREASED4,7435,553-810-15%$341.3K$290.6K-$50.7K2026-10-23
Catalyst Private Wealth, LLC
UNCHANGED4,6984,69800%$288.7K$287.8K-$9402026-10-13
Cobblestone Asset Management LLC
INCREASED4,6804,461+219+5%$274.2K$286.7K+$12.5K2026-10-13
Obsidian CIO, LLC
DECREASED4,6384,673-35-1%$287.2K$284.1K-$3.0K2026-11-05
Tennessee Valley Asset Management Partners
NEW4,633—+4,633——$283.8K—2026-11-03
Boyum Wealth Architects LLC
DECREASED4,5574,593-36-1%$273.7K$278.2K+$4.5K2026-10-06
SP Asset Management LLC
INCREASED4,5354,383+152+3%$269.4K$277.8K+$8.4K2026-11-05
Private Wealth Group, LLC
INCREASED4,5164,360+156+4%$268.0K$276.7K+$8.7K2026-10-19
BridgePort Financial Solutions, LLC
NEW4,512—+4,512——$276.4K—2026-11-02
Meridian Financial Advisors, LLC
INCREASED4,5084,478+30+1%$275.2K$276.2K+$9392026-10-14
WoodTrust Financial Corp
INCREASED4,5003,500+1,000+29%$215.0K$276-$214.7K2026-10-09
Montz Harcus Wealth Management LLC
INCREASED4,4864,337+149+3%$266.6K$274.8K+$8.2K2026-10-09
Acorn Wealth Advisors, LLC
INCREASED4,4504,303+147+3%$264.4K$272.6K+$8.2K2026-10-19
Seelaus Asset Management LLC
UNCHANGED4,4454,44500%$273.2K$272.3K-$8892026-10-14
TFC Financial Management, Inc.
INCREASED4,3474,270+77+2%$262.5K$266.3K+$3.8K2026-10-26
Simon Quick Advisors, LLC
DECREASED4,3344,352-180%$267.5K$265.5K-$2.0K2026-10-26
Virtue Capital Management, LLC
INCREASED4,3144,304+10+0%$264.5K$264.3K-$2542026-10-29
IPG Investment Advisors LLC
INCREASED4,2683,675+593+16%$225.9K$261.5K+$35.6K2026-10-30
Langley Wealth Management, LLC
NEW4,215—+4,215——$258.2K—2026-11-04
Richmond Investment Services, LLC
INCREASED4,1844,095+89+2%$251.7K$256.3K+$4.6K2026-10-29
Forum Financial Management, LP
DECREASED4,1674,437-270-6%$272.7K$255.3K-$17.4K2026-10-16
Howard Wealth Management, LLC
INCREASED4,1483,958+190+5%$243.3K$254.2K+$10.9K2026-10-28
Welch Financial Planning, LLC
UNCHANGED4,1394,13900%$254.4K$253.6K-$8282026-11-06
Annex Advisory Services, LLC
INCREASED4,1314,031+100+2%$247.7K$253.1K+$5.3K2026-10-16
Ergawealth Advisors, Inc.
INCREASED4,1064,043+63+2%$248.5K$251.6K+$3.1K2026-10-21
Dudley Capital Management, LLC
DECREASED4,0354,339-304-7%$266.7K$247.2K-$19.5K2026-10-23
Guardian Financial Partners, LLC
DECREASED4,0235,000-977-20%$307.3K$246.5K-$60.8K2026-11-04
Lodestar Private Asset Management LLC
DECREASED4,0224,459-437-10%$274.1K$246.4K-$27.7K2026-10-26
Ridgecrest Wealth Partners, LLC
UNCHANGED4,0004,00000%$245.8K$245.0K-$8002026-10-19
Canandaigua National Bank & Trust Co
NEW3,981—+3,981——$243.9K—2026-10-07
Seven Hills Financial, LLC
NEW3,980—+3,980——$243.8K—2026-10-13
McAdam, LLC
DECREASED3,9494,906-957-20%$301.5K$241.9K-$59.6K2026-10-21
Capital Square, LLC
UNCHANGED3,9203,92000%$237.2K$240.1K+$2.9K2026-10-19
Gamma Investing LLC
INCREASED3,9173,857+60+2%$237.1K$240.0K+$2.9K2026-10-08
Highline Wealth Partners LLC
INCREASED3,8882,884+1,004+35%$177.3K$238.2K+$60.9K2026-10-19
Mascagni Wealth Management, Inc.
INCREASED3,8573,842+15+0%$236.1K$236.3K+$1312026-10-23
Friday Financial
INCREASED3,8203,505+315+9%$207.9K$232.3K+$24.4K2026-10-09
Goldenstone Wealth Management LLC
INCREASED3,8083,469+339+10%$213.2K$233.3K+$20.1K2026-11-04
Websterrogers Financial Advisors, LLC
UNCHANGED3,7993,79900%$233.5K$232.7K-$7602026-11-02
BCS Wealth Management
DECREASED3,7744,266-492-12%$262.2K$231.2K-$31.0K2026-11-03
Avantax Planning Partners, Inc.
NEW3,764—+3,764——$230.6K—2026-11-03
Moneco Advisors, LLC
INCREASED3,7423,729+13+0%$229.2K$229.2K+$852026-11-05
Foguth Wealth Management, Llc.
DECREASED3,7197,677-3,958-52%$449.8K$218.7K-$231.1K2026-10-19
Joel Isaacson & Co., LLC
NEW3,710—+3,710——$227.3K—2026-11-05
Root Financial Partners, LLC
NEW3,706—+3,706——$227.0K—2026-10-21
Essential Investment Partners LLC
INCREASED3,6671,950+1,717+88%$119.8K$224.6K+$104.8K2026-10-27
KWB Wealth
NEW3,658—+3,658——$224.1K—2026-10-16
Matisse Capital
INCREASED3,6583,644+14+0%$224.0K$224.1K+$1102026-10-29
Signature Wealth Management Partners, LLC
INCREASED3,6243,611+13+0%$221.9K$222.0K+$822026-10-21
Advisory Solutions Group, LLC
NEW3,607—+3,607——$221.0K—2026-10-14
True North Advisors, LLC
INCREASED3,6033,544+59+2%$217.8K$220.7K+$2.9K2026-10-22
Burford Brothers, Inc.
UNCHANGED3,5873,58700%$220.5K$219.7K-$7172026-10-21
MRA Advisory Group
INCREASED3,5733,473+100+3%$213.5K$218.9K+$5.4K2026-10-07
Investmark Advisory Group LLC
NEW3,564—+3,564——$218.3K—2026-10-27
Sterling Investment Counsel, LLC
DECREASED3,5624,460-898-20%$274.1K$218.2K-$55.9K2026-10-19
Angeles Wealth Management, LLC
DECREASED3,5323,648-116-3%$224.2K$216.4K-$7.8K2026-10-26
Trust Co
INCREASED3,520104+3,416+3285%$6.4K$215.7K+$209.3K2026-10-09
Bfsg, LLC
INCREASED3,5033,291+212+6%$202.3K$214.6K+$12.3K2026-10-30
Oak Barrel Wealth Advisory LLC
UNCHANGED3,4763,47600%$213.6K$212.9K-$6952026-11-05
Mission Financial Group, LLC
INCREASED3,4493,341+108+3%$205.3K$211.3K+$6.0K2026-10-21
LifeGoal Investments, LLC
INCREASED3,4433,319+124+4%$204.0K$210.9K+$6.9K2026-10-09
CWA Asset Management Group, LLC
DECREASED3,3987,034-3,636-52%$432.3K$208.1K-$224.2K2026-10-19
Endeavor Private Wealth, Inc.
DECREASED3,3884,725-1,337-28%$290.4K$207.5K-$82.9K2026-11-05
Elevation Wealth Partners, LLC
NEW3,375—+3,375——$206.8K—2026-10-07
Columbia Asset Management
DECREASED3,3565,028-1,672-33%$309.0K$205.6K-$103.4K2026-10-19
Fortitude Advisory Group L.L.C.
UNCHANGED3,3533,35300%$206.1K$205.4K-$6702026-10-15
Essex Bank
UNCHANGED3,3453,34500%$205.6K$204.9K-$6362026-10-16
United Advisor Group, LLC
NEW3,271—+3,271——$200.4K—2026-11-03
Centerpoint Advisors, LLC
INCREASED3,2403,149+91+3%$194.0K$199-$193.8K2026-11-05
Community Financial Services Group, LLC
UNCHANGED3,1503,15000%$189.6K$191.6K+$1.9K2026-10-15
Acumen Wealth Advisors, LLC
INCREASED2,897255+2,642+1036%$15.7K$177.5K+$161.8K2026-11-05
JFS Wealth Advisors, LLC
UNCHANGED2,7732,77300%$170.4K$169.9K-$5552026-11-03
S.A. Mason LLC
NEW2,145—+2,145——$131.4K—2026-10-13
StrongBox Wealth, LLC
UNCHANGED2,1252,12500%$130.6K$130.2K-$4242026-11-02
Ascentis Independent Advisors
UNCHANGED1,9651,96500%$120.8K$120.4K-$3932026-11-03
Bayban
UNCHANGED1,9261,92600%$118.4K$118.4K$02026-11-05
American Capital Advisory, LLC
UNCHANGED1,8201,82000%$111.9K$111.5K-$3642026-10-28
IAG Wealth Partners, LLC
UNCHANGED1,7141,71400%$105.3K$105.0K-$3422026-11-06
GGM Financial LLC
INCREASED1,6761,620+56+3%$99.6K$102.7K+$3.1K2026-11-05
Dhjj Financial Advisors, Ltd.
UNCHANGED1,5711,57100%$96.6K$96.2K-$3142026-10-23
Wolff Wiese Magana LLC
INCREASED1,546963+583+61%$59.2K$94.7K+$35.5K2026-10-15
Vision Financial Markets LLC
NEW1,500—+1,500——$91.9K—2026-10-22
Hilton Head Capital Partners, LLC
UNCHANGED1,5001,50000%$92.2K$91.9K-$3002026-10-23
Trust Co of Vermont
DECREASED1,3011,648-347-21%$101.3K$79.7K-$21.6K2026-10-21
Allspring Global Investments Holdings, LLC
INCREASED1,274250+1,024+410%$14.9K$77.7K+$62.9K2026-11-04
Pension & Wealth Management Advisors, Inc.
UNCHANGED1,2511,25100%$76.9K$76.6K-$2502026-10-16
Salomon & Ludwin, LLC
UNCHANGED1,2211,22100%$73.5K$74.8K+$1.3K2026-10-29
Gilpin Wealth Management, LLC
INCREASED1,2051,184+21+2%$72.8K$73.8K+$1.1K2026-10-09
CoreCap Advisors, LLC
DECREASED1,1591,695-536-32%$104.2K$71.0K-$33.2K2026-10-08
AlphaCore Capital LLC
INCREASED1,123352+771+219%$21.6K$68.8K+$47.2K2026-11-04
EverSource Wealth Advisors, LLC
DECREASED1,1151,740-625-36%$106.9K$68.3K-$38.6K2026-11-04
GK Wealth Management LLC
NEW1,020—+1,020——$62.5K—2026-10-09
Halbert Hargrove Global Advisors, LLC
UNCHANGED1,0001,00000%$61.5K$61.3K-$2002026-10-16
Dynamic Wealth Strategies, LLC
UNCHANGED97497400%$59.9K$59.7K-$1952026-10-16
Bear Mountain Capital, Inc.
UNCHANGED96496400%$58.0K$56.7K-$1.3K2026-11-04
Rossby Financial, LCC
INCREASED925237+688+290%$14.6K$56.7K+$42.1K2026-11-05
Roxbury Financial LLC
UNCHANGED91791700%$56.4K$56.2K-$1842026-10-01
Valley National Advisers Inc
INCREASED911411+500+122%$25.3K$55.8K+$30.5K2026-10-23
William B. Walkup & Associates, Inc.
UNCHANGED90090000%$55.3K$55.1K-$1802026-11-05
Ascentis Wealth Management, LLC
DECREASED799868-69-8%$53.4K$49.0K-$4.4K2026-11-03
Reyes Financial Architecture, Inc.
UNCHANGED73573500%$45.2K$45.0K-$1472026-10-22
Independence Bank of Kentucky
UNCHANGED72072000%$44.3K$44.1K-$1442026-10-26
Downshift Financial, LLC
NEW677—+677——$41.5K—2026-10-13
Main Street Group, LTD
UNCHANGED66066000%$40.6K$40.4K-$1322026-10-28
Hazlett, Burt & Watson, Inc.
INCREASED637631+6+1%$8.0K$38-$8.0K2026-11-04
Next Level Wealth Planning, LLC
NEW636—+636——$39.0K—2026-10-29
Exchange Traded Concepts, LLC
NEW626—+626——$38.3K—2026-10-28
High Point Wealth Management, LLC
NEW597—+597——$36.6K—2026-11-05
Archer Investment Corp
DECREASED590835-245-29%$51.3K$36.1K-$15.2K2026-11-05
Pinnacle Bancorp, Inc.
DECREASED5551,258-703-56%$77.3K$34.0K-$43.3K2026-10-21
Holos Integrated Wealth LLC
INCREASED543525+18+3%$31.2K$32.3K+$1.1K2026-10-23
Buck Wealth Strategies, LLC
INCREASED535518+17+3%$31.9K$32.8K+$9432026-10-28
Westside Investment Management, Inc.
DECREASED534554-20-4%$34.0K$32.7K-$1.3K2026-11-02
Pathway Financial Advisers, LLC
NEW517—+517——$31.7K—2026-10-27
Cornerstone National Bank & Trust Co
UNCHANGED45945900%$27.6K$27.9K+$2802026-10-20
10Elms LLP
NEW453—+453——$27.8K—2026-11-06
Pinnacle Wealth Planning Services, Inc.
UNCHANGED44644600%$27.4K$27.3K-$892026-10-27
Richardson Capital Management LLC
NEW436—+436——$26.7K—2026-10-23
Valley Wealth Managers, Inc.
NEW420—+420——$25.7K—2026-10-09
Key Capital Management, Inc
DECREASED414624-210-34%$38.4K$25.4K-$13.0K2026-11-03
Vaquero Private Wealth, LTD
NEW413—+413——$25.3K—2026-10-27
Olistico Wealth, LLC
NEW399—+399——$24.4K—2026-10-05
Asset Dedication, LLC
INCREASED394289+105+36%$17.8K$24.1K+$6.4K2026-11-03
SJS Investment Consulting Inc.
UNCHANGED35735700%$21.9K$21.9K-$722026-10-26
Piscataqua Savings Bank
UNCHANGED33533500%$20.6K$20.5K-$632026-10-21
Godsey & Gibb, Inc
UNCHANGED29329300%$18.0K$18.0K-$582026-10-14
Key FInancial Inc
INCREASED28650+236+472%$3.1K$17.5K+$14.4K2026-11-02
Creative Financial Designs Inc
INCREASED276101+175+173%$6.2K$16.9K+$10.7K2026-11-04
Miller Wealth Advisors, LLC
DECREASED226324-98-30%$19.9K$13.8K-$6.1K2026-11-02
Russell Investments Group, Ltd.
DECREASED205697-492-71%$42.9K$12.6K-$30.3K2026-11-06
Miller Global Investments, LLC
UNCHANGED20520500%$12.6K$12.6K-$412026-10-02
Avion Wealth
UNCHANGED20020000%$12$12$02026-11-04
Nvwm, LLC
UNCHANGED20020000%$12.3K$12.3K-$402026-10-14
Physician Wealth Advisors, Inc.
UNCHANGED18618600%$11.4K$11.4K-$372026-10-20
3Chopt Investment Partners, LLC
DECREASED173364-191-52%$22.4K$10.6K-$11.8K2026-10-30
Gen-Wealth Partners Inc
INCREASED170169+1+1%$10.4K$10.4K+$852026-11-04
Team Financial Group, LLC
NEW159—+159——$9.7K—2026-10-30
CX Institutional
UNCHANGED15515500%$10$9-$12026-10-02
Transce3nd, LLC
NEW113—+113——$6.8K—2026-10-26
Midwest Capital Advisors, LLC
NEW111—+111——$6.8K—2026-11-04
Costello Asset Management, Inc
INCREASED110107+3+3%$6.6K$6.8K+$2032026-10-30
Financial Consulate, Inc
INCREASED105102+3+3%$6.3K$6.5K+$1932026-10-23
Farmers & Merchants Investments Inc
NEW100—+100——$6.1K—2026-10-22
Central Pacific Bank - Trust Division
UNCHANGED10010000%$6.1K$6.1K-$202026-10-06
Wilmington Savings Fund Society, FSB
UNCHANGED10010000%$6.1K$6.1K-$202026-10-23
Bullock Wealth Management Group
UNCHANGED10010000%$6.0K$6.1K+$612026-10-09
Tradewinds Capital Management, LLC
UNCHANGED10010000%$6.1K$6.1K-$202026-10-23
Aspect Partners, LLC
UNCHANGED10010000%$6.1K$6.1K-$202026-10-20
City State Bank
UNCHANGED959500%$5.8K$5.8K-$192026-10-20
Abound Wealth Management
UNCHANGED909000%$5.5K$5.5K-$182026-10-26
Carota Wealth Management
NEW84—+84——$5.1K—2026-11-03
Horizon Financial Services, LLC
UNCHANGED757500%$4.6K$4.6K-$152026-11-04
Mather Group, Llc.
UNCHANGED606000%$3.7K$3.7K-$122026-10-14
Country Trust Bank
NEW58—+58——$3.6K—2026-10-30
TD Private Client Wealth LLC
UNCHANGED575700%$3.5K$3.5K-$112026-10-28
Evolution Wealth Management Inc.
DECREASED52143-91-64%$8.8K$3.2K-$5.6K2026-10-28
Elevated Capital Advisors, LLC
UNCHANGED515100%$3.1K$3.1K-$102026-11-04
Silver Grove Financial Group, Inc.
UNCHANGED484800%$3.0K$2.9K-$102026-11-05
Coston, McIsaac & Partners
UNCHANGED464600%$2$2.8K+$2.8K2026-11-06
Cedar Mountain Advisors, LLC
DECREASED3874-36-49%$4.5K$2.3K-$2.2K2026-10-15
Mountain Hill Investment Partners Corp.
INCREASED3534+1+3%$2.1K$2.2K+$652026-10-23
Proathlete Wealth Management LLC
INCREASED3231+1+3%$1.9K$2.0K+$592026-10-15
Guardian Partners Inc.
UNCHANGED303000%$1.8K$1.8K-$62026-10-21
Legacy Bridge, LLC
UNCHANGED151500%$922$919-$32026-10-28
Canton Hathaway, LLC
NEW11—+11——$674—2026-10-23
Bay Harbor Wealth Management, LLC
UNCHANGED5500%$307$306-$12026-11-03
Richardson Financial Services Inc.
NEW2—+2——$123—2026-10-30
Atwood & Palmer Inc
NEW0—0——$7—2026-10-08
TBH Global Asset Management, LLC
CLOSED051,305-51,305-100%$3.2M$0-$3.2M2026-11-03
Investment Advisory Services Inc
CLOSED047,238-47,238-100%$2.9M$0-$2.9M2026-10-27
Herbst Group, LLC
CLOSED041,110-41,110-100%$2.5M$0-$2.5M2026-10-20
Crescent Grove Advisors, LLC
CLOSED038,650-38,650-100%$2.4M$0-$2.4M2026-10-21
Procyon Advisors, LLC
CLOSED022,239-22,239-100%$1.4M$0-$1.4M2026-10-21
Newport Capital Group, LLC
CLOSED020,197-20,197-100%$1.2M$0-$1.2M2026-10-16
Tactive Advisors, LLC
CLOSED020,080-20,080-100%$1.2M$0-$1.2M2026-10-08
Garrison Bradford & Associates Inc
CLOSED09,425-9,425-100%$541.5K$0-$541.5K2026-10-27
Woodmont Investment Counsel LLC
CLOSED08,355-8,355-100%$513.5K$0-$513.5K2026-10-29
Keybank National Association
CLOSED08,162-8,162-100%$501.6K$0-$501.6K2026-11-04
RMR Wealth Builders
CLOSED08,075-8,075-100%$496.3K$0-$496.3K2026-10-22
Jefferies Financial Group Inc.
CLOSED07,642-7,642-100%$469.7K$0-$469.7K2026-11-05
Greater Midwest Financial Group, LLC
CLOSED06,832-6,832-100%$419.9K$0-$419.9K2026-10-13
PW Nova Financial Services LLC
CLOSED06,663-6,663-100%$409.5K$0-$409.5K2026-10-15
Personal CFO Solutions, LLC
CLOSED05,815-5,815-100%$357.4K$0-$357.4K2026-11-06
Wellington Grp LLC
CLOSED05,209-5,209-100%$289.2K$0-$289.2K2026-11-06
Arsenal Capital Advisors LLC
CLOSED04,938-4,938-100%$303.5K$0-$303.5K2026-11-02
Certuity, LLC
CLOSED04,791-4,791-100%$294.5K$0-$294.5K2026-11-02
Soltis Investment Advisors LLC
CLOSED04,576-4,576-100%$281.2K$0-$281.2K2026-10-28
Alessandra Capital Management, LLC
CLOSED04,050-4,050-100%$248.9K$0-$248.9K2026-10-30
Aire Advisors, LLC
CLOSED03,999-3,999-100%$245.8K$0-$245.8K2026-10-22
Welch Group, LLC
CLOSED03,950-3,950-100%$242.8K$0-$242.8K2026-10-29
Walser Wealth Management Company, A Ltd Liability Co
CLOSED03,873-3,873-100%$238.1K$0-$238.1K2026-10-15
WealthTrust Asset Management, LLC
CLOSED03,536-3,536-100%$217.3K$0-$217.3K2026-10-22
Adamsbrown Wealth Consultants LLC
CLOSED03,508-3,508-100%$215.6K$0-$215.6K2026-10-20
Cypress Financial Planning LLC
CLOSED03,463-3,463-100%$212.8K$0-$212.8K2026-10-09
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED02,040-2,040-100%$125.4K$0-$125.4K2026-10-14
Fairway Wealth LLC
CLOSED0919-919-100%$56.5K$0-$56.5K2026-10-30
Sunrise Financial Services, LLC
CLOSED0900-900-100%$55.3K$0-$55.3K2026-10-21
Activest Wealth Management
CLOSED0867-867-100%$53.3K$0-$53.3K2026-10-15
GFS Advisors, LLC
CLOSED0740-740-100%$2.6M$0-$2.6M2026-11-03
Institute for Wealth Management, Llc.
CLOSED0622-622-100%$38.2K$0-$38.2K2026-11-06
Kingdom Financial Group Llc.
CLOSED0615-615-100%$37.8K$0-$37.8K2026-11-04
Marshall & Sterling Wealth Advisors Inc.
CLOSED0550-550-100%$33.8K$0-$33.8K2026-10-28
LifeSteps Financial, Inc.
CLOSED030-30-100%$1.8K$0-$1.8K2026-10-15
Duncker Streett & Co Inc
CLOSED030-30-100%$1.8K$0-$1.8K2026-10-27
Beacon Capital Management, Inc.
UNCHANGED000—$23$24+$12026-10-13
Prairie Wealth Advisors, Inc.
UNCHANGED000—$360.0K$318.8K-$41.2K2026-10-29
Morgan Stanley
N/A—26,020,258-26,020,258-100%$1.6B———
JPMorgan Chase & Co
N/A—23,134,698-23,134,698-100%$1.4B———
Bank of America Corp
N/A—14,550,868-14,550,868-100%$894.3M———
Wells Fargo & Company
N/A—9,691,459-9,691,459-100%$595.6M———
Ameriprise Financial Inc
N/A—5,524,865-5,524,865-100%$339.5M———
Royal Bank of Canada
N/A—4,865,661-4,865,661-100%$299.0M———
Raymond James Financial Inc
N/A—4,410,368-4,410,368-100%$271.1M———
Osaic Holdings, Inc.
N/A—4,365,130-4,365,130-100%$268.3M———
Envestnet Asset Management Inc
N/A—4,336,966-4,336,966-100%$266.5M———
Cetera Investment Advisers
N/A—3,405,031-3,405,031-100%$209.3M———
UBS Group AG
N/A—3,201,420-3,201,420-100%$196.8M———
Jones Financial Companies Lllp
N/A—2,605,719-2,605,719-100%$154.8M———
Equitable Holdings, Inc.
N/A—2,152,109-2,152,109-100%$129.6M———
RiverFront Investment Group, LLC
N/A—2,060,239-2,060,239-100%$126.6M———
MML Investors Services, LLC
N/A—1,648,740-1,648,740-100%$101.3M———
Stifel Financial Corp
N/A—1,405,732-1,405,732-100%$86.4M———
Capital Advisors Inc
N/A—1,392,157-1,392,157-100%$85.6M———
Janney Montgomery Scott LLC
N/A—1,256,696-1,256,696-100%$77.2M———
Hilton Capital Management, LLC
N/A—1,186,561-1,186,561-100%$72.9M———
Private Advisor Group, LLC
N/A—960,111-960,111-100%$59.0M———
Mariner, LLC
N/A—882,072-882,072-100%$54.2M———
HighTower Advisors, LLC
N/A—840,881-840,881-100%$51.7M———
Rockefeller Capital Management L.P.
N/A—798,914-798,914-100%$49.1M———
Arax Advisory Partners
N/A—698,508-698,508-100%$42.9M———
Baird Financial Group, Inc.
N/A—688,736-688,736-100%$42.3M———
Wealth Advisors of Iowa, LLC
N/A—674,013-674,013-100%$41.4M———
Steward Partners Investment Advisory, LLC
N/A—661,744-661,744-100%$40.7M———
Great Valley Advisor Group, Inc.
N/A—635,496-635,496-100%$39.1M———
NewEdge Advisors, LLC
N/A—632,916-632,916-100%$38.9M———
Franklin Resources Inc
N/A—617,356-617,356-100%$37.9M———
Focus Partners Wealth
N/A—574,331-574,331-100%$35.3M———
Kingsview Wealth Management, LLC
N/A—469,715-469,715-100%$28.9M———
PSI Advisors, LLC
N/A—469,545-469,545-100%$28.9M———
Northwestern Mutual Wealth Management Co
N/A—461,114-461,114-100%$28.3M———
Integrated Wealth Concepts LLC
N/A—416,331-416,331-100%$25.6M———
SageGuard Financial Group, LLC
N/A—380,856-380,856-100%$23.4M———
Cerity Partners LLC
N/A—365,327-365,327-100%$22.5M———
Waverly Advisors, LLC
N/A—360,324-360,324-100%$22.1M———
Wealthfront Advisers LLC
N/A—346,859-346,859-100%$21.3M———
Citadel Advisors LLC
N/A—315,184-315,184-100%$19.4M———
Cary Street Partners Financial LLC
N/A—314,799-314,799-100%$19.3M———
Westwood Holdings Group Inc
N/A—314,272-314,272-100%$19.3M———
&partners
N/A—264,957-264,957-100%$16.3M———
United Capital Financial Advisors, LLC
N/A—250,359-250,359-100%$15.4M———
Aventura Private Wealth, LLC
N/A—243,261-243,261-100%$15.0M———
Kintra Wealth, LLC
N/A—239,153-239,153-100%$14.4M———
Argent Trust Co
N/A—228,134-228,134-100%$14.0M———
Huntington National Bank
N/A—224,259-224,259-100%$13.8M———
Rothschild Investment LLC
N/A—222,830-222,830-100%$13.7M———
Captrust Financial Advisors
N/A—222,389-222,389-100%$13.7M———
Beacon Pointe Advisors, LLC
N/A—199,609-199,609-100%$12.3M———
Eldridge Investment Advisors, Inc.
N/A—191,129-191,129-100%$11.6M———
Morse Asset Management, Inc
N/A—189,118-189,118-100%$11.6M———
Caerus Investment Advisors, LLC
N/A—188,082-188,082-100%$11.6M———
Natixis Advisors, LLC
N/A—184,612-184,612-100%$11.3M———
Coastal Bridge Advisors, LLC
N/A—168,364-168,364-100%$10.3M———
Orion Porfolio Solutions, LLC
N/A—166,464-166,464-100%$10.2M———
Smartleaf Asset Management LLC
N/A—159,537-159,537-100%$9.7M———
Geneos Wealth Management Inc.
N/A—157,145-157,145-100%$9.7M———
Stephens Inc
N/A—154,910-154,910-100%$9.5M———
Summit Financial, LLC
N/A—151,581-151,581-100%$9.3M———
IHT Wealth Management, LLC
N/A—145,334-145,334-100%$8.9M———
Carr Financial Group Corp
N/A—142,112-142,112-100%$8.7M———
LEE Johnson Capital Management, LLC
N/A—138,987-138,987-100%$8.5M———
MTM Financial Group, LLC
N/A—138,264-138,264-100%$8.5M———
Stratos Wealth Partners, Ltd.
N/A—133,710-133,710-100%$8.2M———
Garden State Investment Advisory Services LLC
N/A—127,998-127,998-100%$7.9M———
Granite Bay Wealth Management, LLC
N/A—123,253-123,253-100%$7.6M———
Thoroughbred Financial Services, LLC
N/A—121,643-121,643-100%$7.5M———
Wick Capital Partners, LLC
N/A—120,949-120,949-100%$7.4M———
Z3 Capital Partners, LLC
N/A—118,720-118,720-100%$7.3M———
Renaissance Technologies LLC
N/A—118,400-118,400-100%$7.3M———
Gladstone Institutional Advisory LLC
N/A—117,880-117,880-100%$7.2M———
AE Wealth Management LLC
N/A—116,652-116,652-100%$7.2M———
Centaurus Financial, Inc.
N/A—114,630-114,630-100%$7.0M———
Beck Capital Management, LLC
N/A—114,224-114,224-100%$7.0M———
Capital Analysts, LLC
N/A—113,968-113,968-100%$7.0M———
Principal Securities, Inc.
N/A—111,963-111,963-100%$6.9M———
Two Sigma Investments, LP
N/A—108,200-108,200-100%$6.6M———
Sanctuary Advisors, LLC
N/A—107,505-107,505-100%$6.6M———
Retirement Planning Group, LLC / NY
N/A—106,324-106,324-100%$6.5M———
Arkadios Wealth Advisors
N/A—105,238-105,238-100%$6.5M———
Trinity Legacy Partners, LLC
N/A—103,616-103,616-100%$6.1M———
Intrepid Financial Planning Group LLC
N/A—97,381-97,381-100%$6.0M———
Savvy Advisors, Inc.
N/A—97,337-97,337-100%$6.0M———
Mutual Advisors, LLC
N/A—97,123-97,123-100%$6.0M———
Ameritas Advisory Services, LLC
N/A—95,380-95,380-100%$5.9M———
Headlands Technologies LLC
N/A—93,776-93,776-100%$5.8M———
Perennial Investment Advisors, LLC
N/A—92,236-92,236-100%$5.7M———
World Investment Advisors
N/A—89,883-89,883-100%$5.0M———
Nicolet Bankshares Inc
N/A—88,546-88,546-100%$5.4M———
Atlantic Union Bankshares Corp
N/A—87,236-87,236-100%$5.4M———
Hexagon Capital Partners LLC
N/A—86,740-86,740-100%$5.3M———
Vienna Asset Management LLC
N/A—86,240-86,240-100%$5.3M———
Susquehanna International Group, LLP
N/A—85,632-85,632-100%$5.3M———
Harbour Investments, Inc.
N/A—84,885-84,885-100%$5.2M———
Silver OAK Securities, Incorporated
N/A—81,980-81,980-100%$5.0M———
Gateway Wealth Partners, LLC
N/A—81,873-81,873-100%$5.0M———
WCG Wealth Advisors LLC
N/A—80,137-80,137-100%$4.9M———
Benjamin Edwards Inc
N/A—79,639-79,639-100%$4.9M———
FAS Wealth Partners, Inc.
N/A—78,888-78,888-100%$4.8M———
PFG Investments, LLC
N/A—76,233-76,233-100%$4.7M———
Trajan Wealth LLC
N/A—73,763-73,763-100%$4.5M———
Tradition Wealth Management, LLC
N/A—72,048-72,048-100%$4.4M———
Belpointe Asset Management LLC
N/A—71,574-71,574-100%$4.4M———
Foundations Investment Advisors, LLC
N/A—71,376-71,376-100%$4.4M———
SlateStone Wealth, LLC
N/A—68,550-68,550-100%$4.2M———
Ausdal Financial Partners, Inc.
N/A—67,725-67,725-100%$4.2M———
RPg Family Wealth Advisory, LLC
N/A—67,514-67,514-100%$4.1M———
Lionhunter Capital Management, LLC
N/A—65,145-65,145-100%$4.0M———
Smith, Moore & Co.
N/A—64,288-64,288-100%$4.0M———
Blair William & Co
N/A—63,632-63,632-100%$3.9M———
Summit Wealth Partners, LLC
N/A—62,711-62,711-100%$3.9M———
Advisory Services Network, LLC
N/A—61,479-61,479-100%$3.8M———
Pine Valley Investments Ltd Liability Co
N/A—61,158-61,158-100%$3.8M———
Global Retirement Partners, LLC
N/A—61,151-61,151-100%$3.8M———
Aptus Capital Advisors, LLC
N/A—60,135-60,135-100%$3.7M———
Westbourne Investments, Inc.
N/A—60,130-60,130-100%$3.7M———
Fukoku Mutual Life Insurance Co
N/A—60,000-60,000-100%$3.7M———
Insigneo Advisory Services, LLC
N/A—57,879-57,879-100%$3.6M———
Quantinno Capital Management LP
N/A—57,124-57,124-100%$3.5M———
Western Wealth Management, LLC
N/A—55,995-55,995-100%$3.4M———
Perissos Private Wealth Management, LLC
N/A—55,598-55,598-100%$3.4M———
JT Stratford LLC
N/A—55,357-55,357-100%$3.4M———
Planning Directions Inc
N/A—55,104-55,104-100%$3.4M———
Kovack Advisors, Inc.
N/A—54,508-54,508-100%$3.3M———
Envestnet Portfolio Solutions, Inc.
N/A—51,625-51,625-100%$3.2M———
SHP Wealth Management
N/A—50,492-50,492-100%$3.1M———
Pasadena Private Wealth, LLC
N/A—49,764-49,764-100%$3.1M———
Generation Capital Management LLC
N/A—48,990-48,990-100%$3.0M———
Oxinas Partners, LLC
N/A—48,828-48,828-100%$3.0M———
Concorde Financial Corp
N/A—47,298-47,298-100%$2.9M———
Slagle Financial, LLC
N/A—47,251-47,251-100%$2.9M———
Coppell Advisory Solutions LLC
N/A—46,653-46,653-100%$9.9K———
Gotham Asset Management, LLC
N/A—46,400-46,400-100%$2.9M———
Goldstone Financial Group, LLC
N/A—46,081-46,081-100%$2.8M———
WNY Asset Management, LLC
N/A—45,717-45,717-100%$2.8M———
Significant Wealth Partners LLC
N/A—45,672-45,672-100%$2.8M———
Drive Wealth Management, LLC
N/A—44,805-44,805-100%$2.8M———
Sequent Planning LLC
N/A—42,729-42,729-100%$2.6M———
Stonebridge Financial Group, LLC
N/A—42,705-42,705-100%$2.6M———
EP Wealth Advisors, LLC
N/A—42,493-42,493-100%$2.6M———
American Trust
N/A—41,881-41,881-100%$2.6M———
Caprock Group, LLC
N/A—41,055-41,055-100%$2.5M———
Inspire Advisors, LLC
N/A—40,663-40,663-100%$2.5M———
Invst, LLC
N/A—38,786-38,786-100%$2.4M———
IFG Advisory, LLC
N/A—38,273-38,273-100%$2.4M———
Modus Advisors, LLC
N/A—37,792-37,792-100%$2.3M———
CIBC World Market Inc.
N/A—37,310-37,310-100%$2.3M———
Strategic Financial Concepts, LLC
N/A—36,242-36,242-100%$2.2M———
NewEdge Wealth, LLC
N/A—35,834-35,834-100%$2.2M———
Pinnacle Financial Partners, Inc.
N/A—35,757-35,757-100%$2.2M———
Cresset Asset Management, LLC
N/A—35,493-35,493-100%$2.2M———
AQR Capital Management LLC
N/A—35,286-35,286-100%$2.2M———
Resurgent Financial Advisors LLC
N/A—35,269-35,269-100%$2.2M———
Bridgewealth Advisory Group, LLC
N/A—34,836-34,836-100%$2.1M———
Brown Advisory Inc
N/A—34,357-34,357-100%$2.1M———
Wealthspire Advisors, LLC
N/A—33,197-33,197-100%$2.0M———
Mercer Global Advisors Inc
N/A—32,898-32,898-100%$2.0M———
Marshall Financial Group, LLC
N/A—32,051-32,051-100%$2.0M———
MAI Capital Management
N/A—31,868-31,868-100%$2.0M———
Snowden Capital Advisors LLC
N/A—31,735-31,735-100%$2.0M———
IMA Advisory Services, Inc.
N/A—31,218-31,218-100%$1.9M———
CVA Family Office, LLC
N/A—31,065-31,065-100%$1.9M———
Haverford Trust Co
N/A—30,172-30,172-100%$1.9M———
Prosperity Consulting Group, LLC
N/A—30,156-30,156-100%$1.9M———
FWG Holdings, LLC
N/A—29,281-29,281-100%$1.7M———
Melia Wealth LLC
N/A—29,228-29,228-100%$1.8M———
Cozad Asset Management Inc
N/A—28,661-28,661-100%$1.8M———
Transcend Capital Advisors, LLC
N/A—28,596-28,596-100%$1.8M———
Delta Investment Management, LLC
N/A—28,500-28,500-100%$1.8M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—28,187-28,187-100%$1.7M———
Investment Advisory Services Group LLC
N/A—28,134-28,134-100%$1.7M———
LRI Investments, LLC
N/A—27,900-27,900-100%$1.7M———
Goldman Sachs Group Inc
N/A—27,591-27,591-100%$1.7M———
Continuum Advisory, LLC
N/A—27,325-27,325-100%$1.7M———
Investor's Fiduciary Advisor Network, LLC
N/A—27,311-27,311-100%$1.7M———
BlackRock, Inc.
N/A—26,672-26,672-100%$1.6M———
First Foundation Advisors
N/A—26,632-26,632-100%$1.6M———
AFT, Forsyth & Company, Inc.
N/A—26,463-26,463-100%$1.6M———
BFC Planning, Inc.
N/A—26,293-26,293-100%$1.6M———
Bull Harbor Capital LLC
N/A—25,927-25,927-100%$1.6M———
Mission Hills Financial Advisory, LLC
N/A—25,822-25,822-100%$1.6M———
Betterment LLC
N/A—24,528-24,528-100%$1.5M———
National Philanthropic Trust
N/A—24,437-24,437-100%$1.5M———
Navis Wealth Advisors, LLC
N/A—24,430-24,430-100%$1.5M———
Jaffetilchin Investment Partners, LLC
N/A—24,118-24,118-100%$1.5M———
Boreal Capital Management LLC
N/A—24,032-24,032-100%$1.5M———
Palogic Value Management, L.P.
N/A—24,000-24,000-100%$1.5M———
West Michigan Advisors, LLC
N/A—23,986-23,986-100%$1.5M———
Bellevue Asset Management, LLC
N/A—23,898-23,898-100%$1.5M———
Ruggiero Investments, Inc.
N/A—23,648-23,648-100%$1.5M———
Emissary Wealth LLC
N/A—22,280-22,280-100%$1.4M———
Thompson David Blair
N/A—21,333-21,333-100%$1.3M———
Pathstone Holdings, LLC
N/A—21,053-21,053-100%$1.3M———
Pure Financial Advisors, LLC
N/A—21,031-21,031-100%$1.3M———
Wealthspan Partners, LLC
N/A—20,754-20,754-100%$1.3M———
Essex Financial Services, Inc.
N/A—20,643-20,643-100%$1.3M———
Hancock Whitney Corp
N/A—20,317-20,317-100%$1.2M———
Fourth Dimension Wealth, LLC
N/A—19,657-19,657-100%$1.2M———
Secured Retirement Advisors, LLC
N/A—19,546-19,546-100%$1.2M———
Teucrium Investment Advisors, LLC
N/A—19,296-19,296-100%$1.2M———
NCM Capital Management, LLC
N/A—19,139-19,139-100%$1.2M———
PlanVest Financial, Inc
N/A—18,954-18,954-100%$1.2M———
Bank of Montreal
N/A—18,898-18,898-100%$1.2M———
FMR LLC
N/A—18,789-18,789-100%$1.2M———
Dynasty Wealth Management, LLC
N/A—18,651-18,651-100%$1.1M———
Yarger Wealth Strategies, LLC
N/A—18,233-18,233-100%$1.1M———
Abbot Financial Management, Inc.
N/A—18,123-18,123-100%$1.1M———
Pacific SUN Financial Corp
N/A—18,044-18,044-100%$1.1M———
Vestmark Advisory Solutions, Inc.
N/A—18,040-18,040-100%$1.1M———
Capstone Financial Advisors, Inc.
N/A—17,935-17,935-100%$1.1M———
Round Rock Advisors LLC
N/A—17,915-17,915-100%$1.1M———
Wealth Watch Advisors, Inc
N/A—17,850-17,850-100%$1.1M———
Panoramic Investment Advisors, LLC
N/A—17,775-17,775-100%$1.1M———
OneDigital Investment Advisors LLC
N/A—17,645-17,645-100%$1.1M———
Mayflower Financial Advisors, LLC
N/A—17,032-17,032-100%$1.0M———
Bluespring Wealth Management, LLC
N/A—16,337-16,337-100%$1.0M———
BlackDiamond Wealth Management, LLC
N/A—16,260-16,260-100%$970.4K———
First National Bank of Omaha
N/A—16,252-16,252-100%$986.5K———
Old Mission Capital LLC
N/A—16,238-16,238-100%$998.0K———
Crewe Advisors LLC
N/A—15,662-15,662-100%$962.6K———
XTX Topco Ltd
N/A—15,422-15,422-100%$947.8K———
Florida Financial Advisors, LLC
N/A—15,274-15,274-100%$938.7K———
Advance Capital Management, Inc.
N/A—15,078-15,078-100%$926.7K———
Cary Street Partners Investment Advisory LLC
N/A—14,702-14,702-100%$903.6K———
Patron Partners, LLC
N/A—14,494-14,494-100%$890.8K———
Bradley Foster & Sargent Inc
N/A—14,276-14,276-100%$877.4K———
Owen LaRue, LLC
N/A—14,132-14,132-100%$868.5K———
Westend Capital Management, LLC
N/A—13,894-13,894-100%$853.9K———
HighPoint Advisor Group LLC
N/A—13,861-13,861-100%$851.9K———
Two Sigma Securities, LLC
N/A—13,631-13,631-100%$837.8K———
FSB Premier Wealth Management, Inc.
N/A—13,247-13,247-100%$814.1K———
Magnolia Capital Advisors LLC
N/A—13,161-13,161-100%$808.9K———
Ameriflex Group, Inc.
N/A—13,037-13,037-100%$801.3K———
5T Wealth, LLC
N/A—12,723-12,723-100%$781.9K———
Park Place Capital Corp
N/A—12,623-12,623-100%$775.8K———
Scotia Capital Inc.
N/A—12,491-12,491-100%$767.8K———
SouthState Bank Corp
N/A—11,634-11,634-100%$715.0K———
Stratos Wealth Advisors, LLC
N/A—11,500-11,500-100%$706.8K———
IEQ Capital, LLC
N/A—11,274-11,274-100%$692.9K———
Kapstone Financial Advisors LLC
N/A—10,895-10,895-100%$669.6K———
CreativeOne Wealth, LLC
N/A—10,884-10,884-100%$668.9K———
Tyche Wealth Partners LLC
N/A—10,610-10,610-100%$652.1K———
First Commonwealth Financial Corp
N/A—10,199-10,199-100%$626.8K———
Guardian Wealth Advisors, LLC / NC
N/A—10,189-10,189-100%$626.2K———
Wealthspire Retirement, LLC
N/A—9,930-9,930-100%$610.3K———
Oder Investment Management, LLC
N/A—9,817-9,817-100%$603.3K———
BTS Asset Management, Inc.
N/A—9,566-9,566-100%$587.9K———
Synergy Investment Management, LLC
N/A—9,562-9,562-100%$587.7K———
Bogart Wealth, LLC
N/A—9,371-9,371-100%$576.0K———
Rothschild Wealth LLC
N/A—9,257-9,257-100%$568.9K———
Calton & Associates, Inc.
N/A—9,238-9,238-100%$567.8K———
Members Advisory Group LLC
N/A—9,147-9,147-100%$562.2K———
Cahill Financial Advisors Inc
N/A—9,140-9,140-100%$561.7K———
Sequoia Financial Advisors, LLC
N/A—9,139-9,139-100%$561.7K———
Mendel Capital Management LLC
N/A—9,073-9,073-100%$557.6K———
RWA Wealth Partners, LLC
N/A—8,908-8,908-100%$547.5K———
Allied Private Wealth LLC
N/A—8,892-8,892-100%$528.6K———
PCM Encore, LLC
N/A—8,836-8,836-100%$543.1K———
Sfmg, LLC
N/A—8,833-8,833-100%$542.9K———
Per Stirling Capital Management, Llc.
N/A—8,752-8,752-100%$537.9K———
Keystone Financial Group
N/A—8,696-8,696-100%$534.5K———
Novare Capital Management LLC
N/A—8,665-8,665-100%$532.6K———
National Bank of Canada
N/A—8,302-8,302-100%$510.1K———
Comprehensive Money Management Services LLC
N/A—8,295-8,295-100%$509.8K———
LaSalle St. Investment Advisors, LLC
N/A—8,245-8,245-100%$506.8K———
Focus Partners Advisor Solutions, LLC
N/A—8,226-8,226-100%$505.6K———
Northern Trust Corp
N/A—8,150-8,150-100%$500.9K———
Advyzon Investment Management, LLC
N/A—7,793-7,793-100%$478.9K———
GWN Securities Inc.
N/A—7,725-7,725-100%$474.8K———
Nwam LLC
N/A—7,687-7,687-100%$472.4K———
FourThought Financial Partners, LLC
N/A—7,623-7,623-100%$468.5K———
Fortis Advisors, LLC
N/A—7,556-7,556-100%$464.4K———
Financial Sense Advisors, Inc.
N/A—7,460-7,460-100%$458.5K———
Texas Yale Capital Corp.
N/A—7,375-7,375-100%$453.3K———
Harvest Investment Services, LLC
N/A—7,313-7,313-100%$449.5K———
Van Hulzen Asset Management, LLC
N/A—7,289-7,289-100%$448.0K———
Wellington-Altus USA Inc.
N/A—7,228-7,228-100%$401.3K———
Thomasville National Bank
N/A—7,225-7,225-100%$444.0K———
Readystate Asset Management LP
N/A—7,193-7,193-100%$442.1K———
Berkshire Asset Management LLC
N/A—7,186-7,186-100%$441.7K———
Strait & Sound Wealth Management LLC
N/A—7,104-7,104-100%$436.6K———
Financial Gravity Companies, Inc.
N/A—7,056-7,056-100%$433.6K———
Dakota Wealth Management
N/A—6,806-6,806-100%$418.3K———
Hilltop Holdings Inc.
N/A—6,730-6,730-100%$413.6K———
Greenwich Wealth Management LLC
N/A—6,632-6,632-100%$408.0K———
White Knight Strategic Wealth Advisors, LLC
N/A—6,524-6,524-100%$401.0K———
Trivium Point Advisory, LLC
N/A—6,479-6,479-100%$398.2K———
Cascade Financial Partners, LLC
N/A—6,412-6,412-100%$394.1K———
Pointe Capital Management LLC
N/A—6,340-6,340-100%$389.7K———
L & S Advisors Inc
N/A—6,133-6,133-100%$376.9K———
NorthCoast Asset Management LLC
N/A—6,013-6,013-100%$369.6K———
Kerr Financial Planning Corp
N/A—5,982-5,982-100%$367.7K———
Birchcreek Wealth Management, LLC
N/A—5,980-5,980-100%$367.5K———
N.E.W. Advisory Services LLC
N/A—5,916-5,916-100%$363.6K———
Adapt Wealth Advisors, LLC
N/A—5,882-5,882-100%$361.5K———
Freestone Capital Holdings, LLC
N/A—5,856-5,856-100%$360.0K———
Summit Trail Advisors, LLC
N/A—5,753-5,753-100%$353.6K———
Mpwm Advisory Solutions, LLC
N/A—5,752-5,752-100%$353.5K———
Stratos Investment Management, LLC
N/A—5,742-5,742-100%$352.9K———
Cassady Wealth & Retirement Planning, LLC
N/A—5,647-5,647-100%$347.0K———
Flputnam Investment Management Co
N/A—5,617-5,617-100%$345.2K———
Ducere Wealth Management LLC
N/A—5,588-5,588-100%$343.5K———
Xcelsior Advisor Partners LLC
N/A—5,580-5,580-100%$342.9K———
CIBC Bancorp USA Inc.
N/A—5,360-5,360-100%$329.4K———
Fischer Investment Strategies, LLC
N/A—5,245-5,245-100%$322.4K———
Berger Financial Group, Inc
N/A—5,244-5,244-100%$322.3K———
Regal Investment Advisors LLC
N/A—5,138-5,138-100%$315.8K———
Clarendon Private LLC
N/A—5,108-5,108-100%$313.9K———
O'shaughnessy Asset Management, LLC
N/A—5,066-5,066-100%$311.4K———
Bay Rivers Group
N/A—4,951-4,951-100%$304.3K———
Glen Eagle Advisors, LLC
N/A—4,830-4,830-100%$296.9K———
UBS Asset Management Americas LLC
N/A—4,787-4,787-100%$294.2K———
Aurdan Capital Management, LLC
N/A—4,785-4,785-100%$294.1K———
Sun Financial Inc
N/A—4,704-4,704-100%$280.7K———
Neuberger Berman Group LLC
N/A—4,695-4,695-100%$288.6K———
Callahan Advisors, LLC
N/A—4,677-4,677-100%$287.4K———
Keating Financial Advisory Services, Inc.
N/A—4,457-4,457-100%$273.9K———
Granite Harbor Advisors, Inc.
N/A—4,346-4,346-100%$267.1K———
DV Trading LLC
N/A—4,300-4,300-100%$264.3K———
Clarion Wealth Managment Partners, LLC
N/A—4,297-4,297-100%$264.1K———
Millennium Management LLC
N/A—4,221-4,221-100%$259.4K———
Pgim Custom Harvest LLC
N/A—4,179-4,179-100%$256.8K———
Alexander Labrunerie & Co., Inc.
N/A—4,168-4,168-100%$256.2K———
Dorsey & Whitney Trust Co LLC
N/A—4,157-4,157-100%$255.5K———
Family Manage LLC
N/A—4,100-4,100-100%$252.0K———
Evolve Private Wealth, LLC
N/A—4,044-4,044-100%$248.6K———
Barnes Wealth Management Group, Inc
N/A—4,031-4,031-100%$247.7K———
Tidemark, LLC
N/A—4,021-4,021-100%$247.1K———
Caitlin John, LLC
N/A—3,983-3,983-100%$244.8K———
Zacks Investment Management
N/A—3,981-3,981-100%$244.7K———
Bank of the Bluegrass & Trust Co.
N/A—3,869-3,869-100%$237.0K———
Marex Group Ltd
N/A—3,804-3,804-100%$233.8K———
Colonial Trust Co / SC
N/A—3,648-3,648-100%$224.2K———
CFO4Life Group, LLC
N/A—3,644-3,644-100%$224.0K———
Ankerstar Wealth, LLC
N/A—3,623-3,623-100%$222.7K———
VSM Wealth Advisory, LLC
N/A—3,535-3,535-100%$217.3K———
Sound View Wealth Advisors Group, LLC
N/A—3,485-3,485-100%$214.2K———
Strive Financial Group,LLC
N/A—3,467-3,467-100%$213.1K———
Requisite Capital Management, LLC
N/A—3,424-3,424-100%$210.4K———
Fiduciary Financial Advisors
N/A—3,385-3,385-100%$208.0K———
Coldstream Capital Management Inc
N/A—3,368-3,368-100%$207.0K———
Johnson Investment Counsel Inc
N/A—3,348-3,348-100%$205.8K———
Leavell Investment Management, Inc.
N/A—3,278-3,278-100%$201.5K———
Cofg Advisors, LLC
N/A—3,263-3,263-100%$200.6K———
Walter & Keenan Wealth Management LLC
N/A—3,260-3,260-100%$200.4K———
Clarity Financial LLC
N/A—3,255-3,255-100%$200.1K———
Strategic Wealth Partners, Ltd.
N/A—3,032-3,032-100%$186.4K———
SSA Swiss Advisors AG
N/A—2,799-2,799-100%$172.0K———
Mcguire Capital Advisors Inc
N/A—2,610-2,610-100%$160.4K———
Innovative Asset Advisors Group, LLC
N/A—2,196-2,196-100%$135.0K———
Founders Financial Alliance, LLC
N/A—2,163-2,163-100%$132.9K———
Rialto Wealth Management, LLC
N/A—1,882-1,882-100%$115.7K———
Hollencrest Capital Management
N/A—1,773-1,773-100%$109.0K———
Graney & King, LLC
N/A—1,674-1,674-100%$102.9K———
Reyl & Cie S.A.
N/A—1,100-1,100-100%$61.2K———
Longview Financial Advisors LLC
N/A—1,056-1,056-100%$64.9K———
Tradewinds, Llc.
N/A—1,002-1,002-100%$324.2K———
Whittier Trust Co of Nevada Inc
N/A—1,000-1,000-100%$59.3K———
Medallion Wealth Advisors, LLC
N/A—1,000-1,000-100%$61.5K———
Front Row Advisors LLC
N/A—940-940-100%$56.1K———
Strategic Investment Solutions, Inc.
N/A—904-904-100%$55.5K———
Millstone Evans Group, LLC
N/A—891-891-100%$54.8K———
Roble, Belko & Company, Inc
N/A—871-871-100%$54.0K———
Tower Research Capital LLC (TRC)
N/A—722-722-100%$44.4K———
Heritage Wealth Advisors
N/A—717-717-100%$44.1K———
Investors Portfolio Services LLC
N/A—676-676-100%$41.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—650-650-100%$39.9K———
Anchor Bay Capital, Inc.
N/A—569-569-100%$34.0K———
Federation des caisses Desjardins du Quebec
N/A—525-525-100%$32.3K———
Game Plan Financial Advisors, LLC
N/A—500-500-100%$30.7K———
Atlantic Private Wealth, LLC
N/A—500-500-100%$30.7K———
Dunhill Financial, LLC
N/A—436-436-100%$26.8K———
Swan Capital LLC
N/A—327-327-100%$20.1K———
Investment Counsel Co of Nevada
N/A—307-307-100%$18.9K———
Napier Financial, LLC
N/A—274-274-100%$16.8K———
Crews Bank & Trust
N/A—200-200-100%$12.3K———
Vision Retirement, LLC
N/A—196-196-100%$12.0K———
Delos Wealth Advisors, LLC
N/A—176-176-100%$10.8K———
Imprint Wealth LLC
N/A—95-95-100%$5.8K———
Chesapeake Asset Management LLC
N/A—95-95-100%$5.9K———
Hantz Financial Services, Inc.
N/A—94-94-100%$6———
LGT Financial Advisors LLC
N/A—62-62-100%$3.8K———
Paladin Advisory Group, LLC
N/A—60-60-100%$3.7K———
Ancora Advisors LLCA
N/A—34-34-100%$2.1K———
Virtus Advisers, LLC
N/A—20-20-100%$1.2K———
Purpose Unlimited Inc.
N/A—19-19-100%$1.2K———
Operose Advisors LLC
N/A—10-10-100%$615———
Park Square Financial Group, LLC
N/A—5-5-100%$307———
Morgan Dempsey Capital Management LLC
N/A—3-3-100%$170———
Showing 1103 of 1103 institutions