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JPMorgan Hedged Equity ETF (HELO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares3,929,486 from 3,615,195
Change+314,291 (+9%)
Value$271.8M (+$27.5M)
Filed 2026-11-06
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares3,630,519 from 3,326,812
Change+303,707 (+9%)
Value$251.1M (+$26.3M)
Filed 2026-10-13
Bank of New York Mellon Corp
DECREASED
Shares2,292,222 from 2,360,277
Change-68,055 (-3%)
Value$158.6M (-$954.5K)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares1,964,855 from 1,868,372
Change+96,483 (+5%)
Value$137.1M (+$9.4M)
Filed 2026-10-13
HighTower Advisors, LLC
INCREASED
Shares1,071,955 from 1,031,619
Change+40,336 (+4%)
Value$74.1M (+$4.4M)
Filed 2026-11-10
Peterson Wealth Advisors, LLC
INCREASED
Shares769,019 from 732,936
Change+36,083 (+5%)
Value$53.2M (+$3.7M)
Filed 2026-10-08
Commonwealth Equity Services, LLC
INCREASED
Shares729,895 from 694,764
Change+35,131 (+5%)
Value$50.5M (+$3.5M)
Filed 2026-11-02
CGC Financial Services, LLC
DECREASED
Shares664,677 from 664,952
Change-275 (0%)
Value$46.0M (+$1.0M)
Filed 2026-10-13
Taylor Securities Services, Inc.
DECREASED
Shares487,149 from 605,044
Change-117,895 (-19%)
Value$33.7M (-$7.2M)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares476,263 from 489,423
Change-13,160 (-3%)
Value$32.9M (-$132.0K)
Filed 2026-11-02
Pinnacle Associates LTD
INCREASED
Shares421,242 from 380,100
Change+41,142 (+11%)
Value$29.1M (+$3.5M)
Filed 2026-10-20
Assetmark, Inc
INCREASED
Shares385,811 from 670
Change+385,141 (+57484%)
Value$26.7M (+$26.6M)
Filed 2026-10-21
Brookstone Capital Management
INCREASED
Shares371,547 from 358,377
Change+13,170 (+4%)
Value$25.7M (+$1.5M)
Filed 2026-10-22
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares335,100 from 293,065
Change+42,035 (+14%)
Value$23.2M (+$3.4M)
Filed 2026-10-23
Garrett Wealth Advisory Group, LLC
INCREASED
Shares316,008 from 308,308
Change+7,700 (+3%)
Value$21.9M (+$1.0M)
Filed 2026-10-22
Joseph Group Capital Management
DECREASED
Shares305,557 from 307,601
Change-2,044 (-1%)
Value$21.1M (+$347.7K)
Filed 2026-11-04
Apella Capital, LLC
NEW
Shares265,342
Change+265,342
Value$18.5M
Filed 2026-10-08
WealthPlan Investment Management, LLC
INCREASED
Shares228,935 from 195,672
Change+33,263 (+17%)
Value$15.8M (+$2.6M)
Filed 2026-10-15
Central Trust Co
DECREASED
Shares218,982 from 223,479
Change-4,497 (-2%)
Value$15.1M (+$44.3K)
Filed 2026-11-05
Signaturefd, LLC
INCREASED
Shares200,477 from 197,246
Change+3,231 (+2%)
Value$13.9M (+$537.1K)
Filed 2026-10-23
Compass Financial Services Inc
INCREASED
Shares198,100 from 109,761
Change+88,339 (+80%)
Value$13.7M (+$6.3M)
Filed 2026-11-06
Allegheny Financial Group
INCREASED
Shares180,930 from 169,329
Change+11,601 (+7%)
Value$12.5M (+$1.1M)
Filed 2026-11-05
Patten & Patten Inc
DECREASED
Shares180,607 from 201,158
Change-20,551 (-10%)
Value$12.5M (-$1.1M)
Filed 2026-10-26
Daymark Wealth Partners, LLC
INCREASED
Shares175,123 from 152,116
Change+23,007 (+15%)
Value$12.1M (+$1.8M)
Filed 2026-11-04
Archford Capital Strategies, LLC
INCREASED
Shares172,275 from 157,859
Change+14,416 (+9%)
Value$11.9M (+$1.2M)
Filed 2026-10-19
Aire Advisors, LLC
INCREASED
Shares171,520 from 160,705
Change+10,815 (+7%)
Value$11.9M (+$1.0M)
Filed 2026-10-22
Avior Wealth Management, LLC
DECREASED
Shares168,265 from 173,665
Change-5,400 (-3%)
Value$11.6M (-$97.4K)
Filed 2026-10-13
SouthState Bank Corp
INCREASED
Shares167,837 from 158,105
Change+9,732 (+6%)
Value$11.6M (+$924.6K)
Filed 2026-11-09
Curtis Advisory Group, LLC
INCREASED
Shares158,235 from 151,272
Change+6,963 (+5%)
Value$10.9M (+$722.2K)
Filed 2026-10-28
Thrivent Financial for Lutherans
INCREASED
Shares156,959 from 137,571
Change+19,388 (+14%)
Value$10.9M (+$1.6M)
Filed 2026-11-05
Orrstown Financial Services Inc
INCREASED
Shares156,277 from 156,248
Change+29 (+0%)
Value$10.8M (+$250.4K)
Filed 2026-10-14
Lifelong Wealth Advisors, Inc.
INCREASED
Shares151,173 from 149,775
Change+1,398 (+1%)
Value$10.5M (+$334.9K)
Filed 2026-10-19
Avidian Wealth Enterprises, LLC
DECREASED
Shares147,481 from 173,900
Change-26,419 (-15%)
Value$10.2M (-$1.6M)
Filed 2026-10-08
Sprinkle Financial Consultants LLC
INCREASED
Shares145,012 from 120,333
Change+24,679 (+21%)
Value$10.0M (+$1.9M)
Filed 2026-10-09
Kestra Advisory Services, LLC
DECREASED
Shares142,739 from 144,550
Change-1,811 (-1%)
Value$9.9M (+$104.5K)
Filed 2026-11-02
Visionary Wealth Advisors
DECREASED
Shares134,315 from 145,694
Change-11,379 (-8%)
Value$9.3M (-$555.4K)
Filed 2026-11-04
Alaska Permanent Capital Management, LLC
DECREASED
Shares127,860 from 128,528
Change-668 (-1%)
Value$8.8M (+$147.9K)
Filed 2026-11-09
Philip James Wealth Mangement, LLC
DECREASED
Shares120,660 from 124,823
Change-4,163 (-3%)
Value$8.3M (-$89.5K)
Filed 2026-10-27
Oak Wealth Advisors LLC
INCREASED
Shares116,445 from 113,336
Change+3,109 (+3%)
Value$8.1M (+$395.3K)
Filed 2026-11-09
Owl Creek Wealth Partners LLC
DECREASED
Shares111,506 from 173,970
Change-62,464 (-36%)
Value$7.7M (-$4.0M)
Filed 2026-10-20
IFP Advisors, Inc
INCREASED
Shares111,052 from 28,075
Change+82,977 (+296%)
Value$7.7M (+$5.8M)
Filed 2026-10-16
Hughes Financial Services, LLC
INCREASED
Shares109,056 from 101,615
Change+7,441 (+7%)
Value$7.6M (+$736.2K)
Filed 2026-10-30
Crusonia Wealth Advisors LLC
INCREASED
Shares107,924 from 105,165
Change+2,759 (+3%)
Value$7.5M (+$358.0K)
Filed 2026-10-26
Smallwood Wealth Investment Management, LLC
DECREASED
Shares100,551 from 106,768
Change-6,217 (-6%)
Value$7.0M (-$260.3K)
Filed 2026-10-30
Fiduciary Alliance LLC
DECREASED
Shares100,000 from 106,062
Change-6,062 (-6%)
Value$6.9M (-$250.7K)
Filed 2026-10-13
Integrity Alliance, Llc.
DECREASED
Shares97,638 from 98,325
Change-687 (-1%)
Value$6.8M (+$108.8K)
Filed 2026-10-29
DeDora Capital, Inc.
INCREASED
Shares91,330 from 88,005
Change+3,325 (+4%)
Value$6.3M (+$369.9K)
Filed 2026-10-26
Moneco Advisors, LLC
DECREASED
Shares89,435 from 94,384
Change-4,949 (-5%)
Value$6.2M (-$192.2K)
Filed 2026-11-05
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED
Shares89,152 from 84,919
Change+4,233 (+5%)
Value$6.2M (+$407.7K)
Filed 2026-10-13
Bluedoor Private Wealth, LLC
DECREASED
Shares87,119 from 94,221
Change-7,102 (-8%)
Value$6.0M (-$341.4K)
Filed 2026-11-05
Valmark Advisers, Inc.
INCREASED
Shares85,748 from 81,440
Change+4,308 (+5%)
Value$5.9M (+$427.5K)
Filed 2026-11-06
Alaska Wealth Advisors, LLC
INCREASED
Shares84,865 from 82,720
Change+2,145 (+3%)
Value$5.9M (+$279.9K)
Filed 2026-11-09
Perigon Wealth Management, LLC
INCREASED
Shares75,781 from 73,475
Change+2,306 (+3%)
Value$5.2M (+$276.4K)
Filed 2026-10-22
Selby Wealth Management, LLC
INCREASED
Shares74,595 from 41,780
Change+32,815 (+79%)
Value$5.2M (+$2.3M)
Filed 2026-10-16
WealthPLAN Partners, LLC
DECREASED
Shares71,813 from 83,971
Change-12,158 (-14%)
Value$5.0M (-$707.5K)
Filed 2026-10-15
Firestone Capital Management
DECREASED
Shares69,412 from 71,837
Change-2,425 (-3%)
Value$4.8M (-$53.5K)
Filed 2026-11-03
Financial Management Professionals, Inc.
DECREASED
Shares67,404 from 73,079
Change-5,675 (-8%)
Value$4.7M (-$276.3K)
Filed 2026-10-23
Mach-1 Financial Group, LLC
INCREASED
Shares66,139 from 61,801
Change+4,338 (+7%)
Value$4.6M (+$398.4K)
Filed 2026-11-06
HUB Investment Partners, LLC
DECREASED
Shares65,798 from 100,775
Change-34,977 (-35%)
Value$4.6M (-$2.3M)
Filed 2026-11-03
Seven Hills Financial, LLC
NEW
Shares65,212
Change+65,212
Value$4.5M
Filed 2026-10-13
Interchange Capital Partners, LLC
INCREASED
Shares63,990 from 41,051
Change+22,939 (+56%)
Value$4.4M (+$1.7M)
Filed 2026-10-28
Cooper Financial Group
DECREASED
Shares63,043 from 63,317
Change-274 (0%)
Value$4.4M (+$81.7K)
Filed 2026-10-07
Concurrent Investment Advisors, LLC
INCREASED
Shares60,669 from 24,755
Change+35,914 (+145%)
Value$4.2M (+$2.5M)
Filed 2026-10-16
Echo Wealth Management, LLC
INCREASED
Shares60,641 from 58,315
Change+2,326 (+4%)
Value$4.2M (+$253.6K)
Filed 2026-10-15
USAdvisors Wealth Management, LLC
INCREASED
Shares59,113 from 56,717
Change+2,396 (+4%)
Value$4.1M (+$256.0K)
Filed 2026-10-21
Capital Investment Advisory Services, LLC
DECREASED
Shares56,653 from 81,209
Change-24,556 (-30%)
Value$3.9M (-$1.6M)
Filed 2026-10-30
Essential Investment Partners LLC
INCREASED
Shares54,183 from 39,180
Change+15,003 (+38%)
Value$3.7M (+$1.1M)
Filed 2026-10-27
Kestra Private Wealth Services, LLC
DECREASED
Shares53,271 from 121,967
Change-68,696 (-56%)
Value$3.7M (-$4.6M)
Filed 2026-11-06
Cordgrass Capital Advisors, LLC
INCREASED
Shares52,698 from 52,455
Change+243 (+0%)
Value$3.6M (+$100.2K)
Filed 2026-10-30
Paladin Advisory Group, LLC
DECREASED
Shares51,920 from 52,877
Change-957 (-2%)
Value$3.6M (+$17.9K)
Filed 2026-11-09
Sincerus Advisory, LLC
INCREASED
Shares51,583 from 45,099
Change+6,484 (+14%)
Value$3.6M (+$520.2K)
Filed 2026-10-09
Mcdonald Partners LLC
INCREASED
Shares49,569 from 45,741
Change+3,828 (+8%)
Value$3.4M (+$337.5K)
Filed 2026-11-03
RFG Advisory, LLC
INCREASED
Shares49,111 from 40,355
Change+8,756 (+22%)
Value$3.4M (+$669.8K)
Filed 2026-11-03
Strategic Blueprint, LLC
INCREASED
Shares49,080 from 29,429
Change+19,651 (+67%)
Value$3.4M (+$1.4M)
Filed 2026-10-22
Oppenheimer & Co Inc
INCREASED
Shares47,832 from 31,241
Change+16,591 (+53%)
Value$3.3M (+$1.2M)
Filed 2026-10-26
Harbour Investments, Inc.
INCREASED
Shares47,808 from 47,572
Change+236 (+1%)
Value$3.3M (+$92.0K)
Filed 2026-11-09
Penney Financial, LLC
DECREASED
Shares47,550 from 52,887
Change-5,337 (-10%)
Value$3.3M (-$285.1K)
Filed 2026-10-20
Convergence Financial, LLC
INCREASED
Shares47,028 from 43,584
Change+3,444 (+8%)
Value$3.3M (+$307.5K)
Filed 2026-10-27
Harbor Investment Advisory, LLC
DECREASED
Shares46,750 from 49,442
Change-2,692 (-5%)
Value$3.2M (-$107.6K)
Filed 2026-10-13
Davenport & Co LLC
INCREASED
Shares44,984 from 41,267
Change+3,717 (+9%)
Value$3.1M (+$322.7K)
Filed 2026-10-14
Purkiss Capital Advisors LLC
INCREASED
Shares44,867 from 42,634
Change+2,233 (+5%)
Value$3.1M (+$222.2K)
Filed 2026-11-06
Shore Point Advisors, LLC
DECREASED
Shares44,643 from 44,800
Change-157 (0%)
Value$3.1M (+$60.4K)
Filed 2026-10-14
Simplicity Wealth,LLC
INCREASED
Shares44,619 from 32,598
Change+12,021 (+37%)
Value$3.1M (+$883.3K)
Filed 2026-10-23
Signal Advisors Wealth, LLC
INCREASED
Shares43,578 from 26,320
Change+17,258 (+66%)
Value$3.0M (+$1.2M)
Filed 2026-10-13
Savant Capital, LLC
NEW
Shares43,577
Change+43,577
Value$3.0M
Filed 2026-11-06
Clear Creek Financial Management, LLC
DECREASED
Shares40,972 from 41,083
Change-111 (0%)
Value$2.8M (+$57.7K)
Filed 2026-10-28
Great Valley Advisor Group, Inc.
INCREASED
Shares39,958 from 35,696
Change+4,262 (+12%)
Value$2.8M (+$351.7K)
Filed 2026-11-09
Kennedy Investment Group, Inc.
DECREASED
Shares39,456 from 40,081
Change-625 (-2%)
Value$2.7M (+$20.5K)
Filed 2026-10-21
Indivisible Partners
INCREASED
Shares39,295 from 36,161
Change+3,134 (+9%)
Value$2.7M (+$274.3K)
Filed 2026-10-26
Milestone Asset Management, LLC
DECREASED
Shares38,974 from 39,582
Change-608 (-2%)
Value$2.7M (+$20.8K)
Filed 2026-10-15
Riverchase Wealth Management, LLC
INCREASED
Shares38,561 from 33,015
Change+5,546 (+17%)
Value$2.7M (+$436.1K)
Filed 2026-10-28
Grant Private Wealth Management Inc
INCREASED
Shares38,040 from 29,448
Change+8,592 (+29%)
Value$2.6M (+$641.2K)
Filed 2026-10-19
Vise Technologies, Inc.
INCREASED
Shares37,069 from 34,381
Change+2,688 (+8%)
Value$2.6M (+$240.6K)
Filed 2026-10-29
Arwa LLC
DECREASED
Shares37,032 from 38,693
Change-1,661 (-4%)
Value$2.6M (-$48.4K)
Filed 2026-10-21
Clarity Retirement & Wealth, LLC
INCREASED
Shares36,297 from 35,039
Change+1,258 (+4%)
Value$2.5M (+$142.7K)
Filed 2026-11-04
Thoroughbred Financial Services, LLC
DECREASED
Shares34,282 from 35,786
Change-1,504 (-4%)
Value$2.4M (-$47.0K)
Filed 2026-11-09
Pine Valley Investments Ltd Liability Co
DECREASED
Shares33,567 from 34,111
Change-544 (-2%)
Value$2.3M (+$16.7K)
Filed 2026-11-09
Key FInancial Inc
INCREASED
Shares32,983 from 24,214
Change+8,769 (+36%)
Value$2.3M (+$645.1K)
Filed 2026-11-02
Security National Bank
DECREASED
Shares30,308 from 32,867
Change-2,559 (-8%)
Value$2.1M (-$124.7K)
Filed 2026-10-26
Axxcess Wealth Management, LLC
INCREASED
Shares29,181 from 29,081
Change+100 (+0%)
Value$2.0M (+$53.2K)
Filed 2026-10-21
Family Capital Management, Inc.
INCREASED
Shares29,151 from 25,031
Change+4,120 (+16%)
Value$2.0M (+$324.8K)
Filed 2026-11-03
YHB Investment Advisors, Inc.
DECREASED
Shares28,914 from 29,784
Change-870 (-3%)
Value$2.0M (-$12.8K)
Filed 2026-10-08
Fulton Bank, N.A.
INCREASED
Shares28,857 from 26,606
Change+2,251 (+8%)
Value$2.0M (+$198.0K)
Filed 2026-10-14
IAG Wealth Partners, LLC
DECREASED
Shares28,504 from 28,559
Change-55 (0%)
Value$2.0M (+$41.6K)
Filed 2026-11-06
Skyline Advisors, Inc.
DECREASED
Shares27,311 from 27,596
Change-285 (-1%)
Value$1.9M (+$24.2K)
Filed 2026-11-03
Evolution Wealth Advisors, LLC
INCREASED
Shares27,297 from 27,293
Change+4 (+0%)
Value$1.9M (+$43.7K)
Filed 2026-11-03
Koshinski Asset Management, Inc.
INCREASED
Shares26,895 from 24,693
Change+2,202 (+9%)
Value$1.9M (+$191.6K)
Filed 2026-10-29
Cyndeo Wealth Partners, LLC
DECREASED
Shares25,005 from 26,153
Change-1,148 (-4%)
Value$1.7M (-$37.8K)
Filed 2026-10-16
Mayfair Advisory Group, LLC
INCREASED
Shares24,554 from 24,347
Change+207 (+1%)
Value$1.7M (+$53.0K)
Filed 2026-10-20
Plan Group Financial, LLC
DECREASED
Shares24,436 from 24,925
Change-489 (-2%)
Value$1.7M (+$16.6K)
Filed 2026-10-22
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares23,767 from 30,157
Change-6,390 (-21%)
Value$1.6M (-$394.0K)
Filed 2026-10-14
Strategic Wealth Advisors LLC
INCREASED
Shares23,746 from 13,955
Change+9,791 (+70%)
Value$1.6M (+$1.6M)
Filed 2026-11-06
MFG Investments, LLC
NEW
Shares22,666
Change+22,666
Value$1.6M
Filed 2026-10-30
Kingswood Wealth Advisors, LLC
DECREASED
Shares22,581 from 23,071
Change-490 (-2%)
Value$1.6M (+$2.8K)
Filed 2026-10-23
Signature Estate & Investment Advisors LLC
DECREASED
Shares21,931 from 23,368
Change-1,437 (-6%)
Value$1.5M (-$62.2K)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
INCREASED
Shares21,630 from 20,931
Change+699 (+3%)
Value$1.5M (+$81.6K)
Filed 2026-11-05
Soundwatch Capital LLC
INCREASED
Shares20,875 from 10,522
Change+10,353 (+98%)
Value$1.4M (+$738.1K)
Filed 2026-11-04
Partners Wealth Management, LLC
NEW
Shares20,756
Change+20,756
Value$1.4M
Filed 2026-10-28
M Holdings Securities, Inc.
INCREASED
Shares20,135 from 16,611
Change+3,524 (+21%)
Value$1.4M (+$266.0K)
Filed 2026-11-03
Truist Financial Corp
INCREASED
Shares19,937 from 19,617
Change+320 (+2%)
Value$1.4M (+$53.3K)
Filed 2026-10-30
Bedel Financial Consulting, Inc.
DECREASED
Shares19,928 from 20,569
Change-641 (-3%)
Value$1.4M (-$11.6K)
Filed 2026-11-06
Geneos Wealth Management Inc.
INCREASED
Shares19,631 from 19,541
Change+90 (+0%)
Value$1.4M (+$37.3K)
Filed 2026-11-09
Semus Wealth Partners LLC
INCREASED
Shares19,301 from 19,111
Change+190 (+1%)
Value$1.3M (+$43.5K)
Filed 2026-10-22
Prime Capital Investment Advisors, LLC
INCREASED
Shares18,318 from 14,430
Change+3,888 (+27%)
Value$1.3M (+$291.9K)
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares18,293 from 14,294
Change+3,999 (+28%)
Value$1.3M (+$299.4K)
Filed 2026-10-08
Renasant Bank
DECREASED
Shares18,161 from 61,260
Change-43,099 (-70%)
Value$1.3M (-$2.9M)
Filed 2026-11-05
Baker Tilly Wealth Management, LLC
INCREASED
Shares17,299 from 15,455
Change+1,844 (+12%)
Value$1.2M (+$152.1K)
Filed 2026-10-05
Allen Capital Group, LLC
DECREASED
Shares17,214 from 17,278
Change-64 (0%)
Value$1.2M (+$23.0K)
Filed 2026-10-27
Krilogy Financial LLC
UNCHANGED
Shares16,899 from 16,899
Change0 (0%)
Value$1.2M (+$40.6K)
Filed 2026-10-13
Apollon Wealth Management, LLC
INCREASED
Shares16,646 from 16,344
Change+302 (+2%)
Value$1.2M (+$46.9K)
Filed 2026-10-23
Mechanics Bank Trust Department
DECREASED
Shares16,570 from 17,470
Change-900 (-5%)
Value$1.1M (-$34.5K)
Filed 2026-10-13
Nova Financial LLC
NEW
Shares16,170
Change+16,170
Value$1.1M
Filed 2026-11-04
JSF Financial, LLC
INCREASED
Shares15,651 from 15,234
Change+417 (+3%)
Value$1.1M (+$53.1K)
Filed 2026-10-22
First Premier Bank
INCREASED
Shares15,261 from 13,127
Change+2,134 (+16%)
Value$1.1M (+$1.1M)
Filed 2026-10-13
Nvwm, LLC
DECREASED
Shares15,103 from 16,859
Change-1,756 (-10%)
Value$1.0M (-$94.7K)
Filed 2026-10-14
Western Wealth Management, LLC
DECREASED
Shares14,781 from 15,100
Change-319 (-2%)
Value$1.0M (+$1.9K)
Filed 2026-11-09
Mascagni Wealth Management, Inc.
DECREASED
Shares14,755 from 15,129
Change-374 (-2%)
Value$1.0M (-$1.8K)
Filed 2026-10-23
Hicks Capital Management LLC
UNCHANGED
Shares14,592 from 14,592
Change0 (0%)
Value$986.1K ($0)
Filed 2026-10-20
Members Wealth LLC
DECREASED
Shares14,434 from 15,349
Change-915 (-6%)
Value$1.0M (-$29.1K)
Filed 2026-10-20
Birchwood Financial Partners, Inc.
INCREASED
Shares14,366 from 12,016
Change+2,350 (+20%)
Value$993.7K (+$181.7K)
Filed 2026-11-02
MN Wealth Advisors, LLC
DECREASED
Shares14,186 from 19,859
Change-5,673 (-29%)
Value$981.3K (-$360.8K)
Filed 2026-10-23
Balentine LLC
DECREASED
Shares14,128 from 14,758
Change-630 (-4%)
Value$977.2K (-$20.1K)
Filed 2026-11-03
Creative Planning
INCREASED
Shares13,765 from 6,493
Change+7,272 (+112%)
Value$952.1K (+$513.3K)
Filed 2026-11-02
Breakwater Capital Group
INCREASED
Shares13,574 from 12,917
Change+657 (+5%)
Value$938.9K (+$66.0K)
Filed 2026-10-09
Crossmark Global Holdings, Inc.
UNCHANGED
Shares13,572 from 13,572
Change0 (0%)
Value$938.8K (+$21.6K)
Filed 2026-10-21
Atria Investments, Inc
INCREASED
Shares13,532 from 12,269
Change+1,263 (+10%)
Value$936.0K (+$106.8K)
Filed 2026-10-15
Integrity Investment Advisors, LLC
DECREASED
Shares12,977 from 13,781
Change-804 (-6%)
Value$897.6K (-$33.7K)
Filed 2026-11-03
Ehrlich Financial Group
INCREASED
Shares12,444 from 11,388
Change+1,056 (+9%)
Value$860.8K (+$91.2K)
Filed 2026-10-20
Sierra Ocean, LLC
DECREASED
Shares12,213 from 20,452
Change-8,239 (-40%)
Value$844.7K (-$537.4K)
Filed 2026-11-03
Washington Trust Co
UNCHANGED
Shares11,725 from 11,725
Change0 (0%)
Value$811.0K (+$18.6K)
Filed 2026-10-22
Fortitude Advisory Group L.L.C.
INCREASED
Shares11,670 from 9,554
Change+2,116 (+22%)
Value$807.2K (+$161.6K)
Filed 2026-10-15
Flagship Harbor Advisors, LLC
DECREASED
Shares11,580 from 11,671
Change-91 (-1%)
Value$801.0K (+$12.3K)
Filed 2026-10-26
Mountain Capital Investment Advisors Inc.
INCREASED
Shares11,197 from 11,194
Change+3 (+0%)
Value$774.5K (+$18.0K)
Filed 2026-11-06
Avaii Wealth Management, LLC
INCREASED
Shares10,650 from 10,599
Change+51 (+0%)
Value$739.3K (+$23.0K)
Filed 2026-10-09
Milestone Investment Advisors LLC
INCREASED
Shares10,634 from 8,707
Change+1,927 (+22%)
Value$735.6K (+$147.1K)
Filed 2026-11-05
CPC Advisors, LLC
DECREASED
Shares10,486 from 19,066
Change-8,580 (-45%)
Value$725.3K (-$563.1K)
Filed 2026-10-21
Orba Wealth Advisors, L.L.C.
INCREASED
Shares10,485 from 8,671
Change+1,814 (+21%)
Value$725.3K (+$139.3K)
Filed 2026-10-23
Saxony Capital Management, LLC
INCREASED
Shares10,183 from 10,162
Change+21 (+0%)
Value$704.4K (+$17.6K)
Filed 2026-10-15
PNC Financial Services Group, Inc.
INCREASED
Shares10,150 from 10,050
Change+100 (+1%)
Value$702.1K (+$22.9K)
Filed 2026-11-06
Fifth Third Bancorp
INCREASED
Shares9,881 from 7,038
Change+2,843 (+40%)
Value$683.5K (+$207.8K)
Filed 2026-11-05
Private Trust Co NA
INCREASED
Shares9,775 from 8,584
Change+1,191 (+14%)
Value$676.1K (+$96.0K)
Filed 2026-10-20
HBW Advisory Services LLC
DECREASED
Shares9,760 from 10,937
Change-1,177 (-11%)
Value$675.1K (-$64.0K)
Filed 2026-10-15
CoreCap Advisors, LLC
INCREASED
Shares9,489 from 8,145
Change+1,344 (+17%)
Value$656.4K (+$105.9K)
Filed 2026-10-08
Golden State Wealth Management, LLC
INCREASED
Shares9,155 from 9,149
Change+6 (+0%)
Value$633.3K (+$15.0K)
Filed 2026-11-02
Denver PWM, LLC
DECREASED
Shares8,938 from 9,271
Change-333 (-4%)
Value$618.3K (-$32.1K)
Filed 2026-10-22
Clearstead Trust, LLC
INCREASED
Shares8,861 from 7,806
Change+1,055 (+14%)
Value$612.9K (+$85.4K)
Filed 2026-11-06
Cap Partners, LLC
UNCHANGED
Shares8,388 from 8,388
Change0 (0%)
Value$580.2K (+$13.3K)
Filed 2026-10-19
Roman Butler Fullerton & Co
INCREASED
Shares8,255 from 7,225
Change+1,030 (+14%)
Value$573.3K (+$81.9K)
Filed 2026-10-27
Elevation Point Wealth Partners, LLC
DECREASED
Shares8,088 from 9,024
Change-936 (-10%)
Value$559.4K (-$50.4K)
Filed 2026-11-05
Private Wealth Partners, LLC
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$553.4K (+$12.7K)
Filed 2026-10-22
Core Wealth Partners LLC
INCREASED
Shares7,632 from 7,622
Change+10 (+0%)
Value$527.9K (+$12.8K)
Filed 2026-11-02
Wealthcare Advisory Partners LLC
NEW
Shares7,606
Change+7,606
Value$526.1K
Filed 2026-10-21
Park Place Capital Corp
DECREASED
Shares7,385 from 51,160
Change-43,775 (-86%)
Value$510.8K (-$2.9M)
Filed 2026-11-09
AdvisorNet Financial, Inc
INCREASED
Shares7,284 from 6,720
Change+564 (+8%)
Value$505.7K (+$51.6K)
Filed 2026-10-15
Blvd Private Wealth, LLC
UNCHANGED
Shares6,729 from 6,729
Change0 (0%)
Value$465.4K (+$10.7K)
Filed 2026-10-14
Marks Group Wealth Management, Inc
UNCHANGED
Shares6,694 from 6,694
Change0 (0%)
Value$463.0K (+$10.6K)
Filed 2026-11-05
Total Clarity Wealth Management, Inc.
DECREASED
Shares6,561 from 11,189
Change-4,628 (-41%)
Value$453.8K (-$302.3K)
Filed 2026-10-26
Lewis Asset Management, LLC
INCREASED
Shares6,445 from 5,902
Change+543 (+9%)
Value$445.8K (+$46.9K)
Filed 2026-10-14
Chris Bulman Inc
UNCHANGED
Shares6,429 from 6,429
Change0 (0%)
Value$444.7K (+$10.2K)
Filed 2026-10-20
Thayer Partners, LLC / MA
UNCHANGED
Shares6,236 from 6,236
Change0 (0%)
Value$431.3K (+$9.9K)
Filed 2026-11-06
Balefire, LLC
NEW
Shares6,166
Change+6,166
Value$426.5K
Filed 2026-10-09
Cpwa, LLC
INCREASED
Shares6,134 from 5,934
Change+200 (+3%)
Value$429.3K (+$28.3K)
Filed 2026-11-04
StoneX Group Inc.
INCREASED
Shares5,868 from 4,140
Change+1,728 (+42%)
Value$406.7K (+$126.9K)
Filed 2026-11-03
Planned Solutions, Inc.
DECREASED
Shares5,687 from 106,587
Change-100,900 (-95%)
Value$393.3K (-$6.8M)
Filed 2026-10-19
Kestra Investment Management, LLC
INCREASED
Shares5,665 from 3,436
Change+2,229 (+65%)
Value$391.8K (+$159.6K)
Filed 2026-11-04
WealthBridge Capital Management, LLC
NEW
Shares5,608
Change+5,608
Value$387.9K
Filed 2026-10-16
E6 Portfolios, LLC
UNCHANGED
Shares5,579 from 5,579
Change0 (0%)
Value$385.9K (+$8.9K)
Filed 2026-10-26
Lionsbridge Wealth Management LLC
DECREASED
Shares5,554 from 6,933
Change-1,379 (-20%)
Value$384.2K (-$84.4K)
Filed 2026-10-26
SeaCrest Wealth Management, LLC
INCREASED
Shares5,247 from 4,913
Change+334 (+7%)
Value$363.0K (+$30.9K)
Filed 2026-10-21
Essex Bank
UNCHANGED
Shares5,234 from 5,234
Change0 (0%)
Value$362.0K (+$8.3K)
Filed 2026-10-16
Silver OAK Securities, Incorporated
NEW
Shares5,161
Change+5,161
Value$350.7K
Filed 2026-11-09
Ellis Investment Partners, LLC
INCREASED
Shares5,028 from 3,932
Change+1,096 (+28%)
Value$347.9K (+$82.1K)
Filed 2026-10-21
Bond & Devick Financial Network, Inc.
INCREASED
Shares4,911 from 4,441
Change+470 (+11%)
Value$339.7K (+$39.6K)
Filed 2026-10-23
Legacy CG, LLC
UNCHANGED
Shares4,910 from 4,910
Change0 (0%)
Value$339.6K (+$7.8K)
Filed 2026-10-30
Investment Planning Advisors, Inc.
DECREASED
Shares4,888 from 4,900
Change-12 (0%)
Value$338.1K (+$7.0K)
Filed 2026-10-14
Alliance Wealth Advisors, LLC
INCREASED
Shares4,850 from 3,850
Change+1,000 (+26%)
Value$335.5K (+$75.3K)
Filed 2026-10-14
Confluence Wealth Services, Inc.
INCREASED
Shares4,818 from 4,525
Change+293 (+6%)
Value$333.3K (+$27.5K)
Filed 2026-11-05
Tcfg Investment Advisors, LLC
INCREASED
Shares4,657 from 3,213
Change+1,444 (+45%)
Value$322.2K (+$103.6K)
Filed 2026-10-20
Ignite Planners, LLC
INCREASED
Shares4,504 from 4,076
Change+428 (+11%)
Value$311.5K (+$36.0K)
Filed 2026-10-14
Marshall & Sterling Wealth Advisors Inc.
DECREASED
Shares4,357 from 33,238
Change-28,881 (-87%)
Value$301.3K (-$1.9M)
Filed 2026-10-28
Genesis Private Wealth, LLC
DECREASED
Shares4,341 from 4,354
Change-13 (0%)
Value$300.3K (+$6.0K)
Filed 2026-11-02
Athena Wealth Management, LLC
DECREASED
Shares4,153 from 4,210
Change-57 (-1%)
Value$287.3K (+$2.8K)
Filed 2026-10-09
Simon Quick Advisors, LLC
NEW
Shares4,079
Change+4,079
Value$282.1K
Filed 2026-10-26
Cambridge Advisors Inc.
INCREASED
Shares4,021 from 3,866
Change+155 (+4%)
Value$278.1K (+$16.9K)
Filed 2026-10-19
High Net Worth Advisory Group LLC
UNCHANGED
Shares3,905 from 3,905
Change0 (0%)
Value$270.1K (+$6.2K)
Filed 2026-10-26
Capital Advisors Wealth Management, LLC
INCREASED
Shares3,862 from 3,332
Change+530 (+16%)
Value$267.2K (+$41.9K)
Filed 2026-10-09
Midwest Trust Co
INCREASED
Shares3,730 from 3,546
Change+184 (+5%)
Value$258.0K (+$18.4K)
Filed 2026-10-22
Arbor Investment Advisors, LLC
UNCHANGED
Shares3,647 from 3,647
Change0 (0%)
Value$252.3K (+$5.8K)
Filed 2026-10-26
Marino, Stram & Associates LLC
NEW
Shares3,552
Change+3,552
Value$245.7K
Filed 2026-10-22
Claro Advisors Inc.
UNCHANGED
Shares3,450 from 3,450
Change0 (0%)
Value$238.6K (+$5.5K)
Filed 2026-11-02
Cora Capital Advisors LLC
UNCHANGED
Shares3,450 from 3,450
Change0 (0%)
Value$238.6K (+$5.5K)
Filed 2026-11-02
Castle Rock Wealth Management, LLC
INCREASED
Shares3,446 from 3,428
Change+18 (+1%)
Value$241.0K (+$9.3K)
Filed 2026-10-09
Avestar Capital, LLC
UNCHANGED
Shares3,256 from 3,256
Change0 (0%)
Value$225.2K (+$5.2K)
Filed 2026-10-28
Lunt Capital Management, Inc.
UNCHANGED
Shares3,237 from 3,237
Change0 (0%)
Value$223.9K (+$5.1K)
Filed 2026-10-30
Atlas Brown,Inc.
NEW
Shares3,190
Change+3,190
Value$220.7K
Filed 2026-10-09
Accurate Wealth Management, LLC
DECREASED
Shares3,145 from 4,582
Change-1,437 (-31%)
Value$219.8K (-$93.3K)
Filed 2026-10-20
Independent Financial Group, LLC
DECREASED
Shares3,045 from 3,075
Change-30 (-1%)
Value$210.6K (+$2.8K)
Filed 2026-10-13
Redhawk Wealth Advisors, Inc.
DECREASED
Shares3,027 from 4,535
Change-1,508 (-33%)
Value$209.4K (-$97.1K)
Filed 2026-10-14
Ulland Investment Advisors, LLC
DECREASED
Shares2,310 from 2,370
Change-60 (-3%)
Value$160.0K (+$159.8K)
Filed 2026-10-13
Center for Financial Planning, Inc.
NEW
Shares2,152
Change+2,152
Value$148.9K
Filed 2026-10-26
Oakworth Capital, Inc.
UNCHANGED
Shares1,977 from 1,977
Change0 (0%)
Value$136.7K (+$3.1K)
Filed 2026-10-26
Signature Equity Partners, LLC
INCREASED
Shares1,953 from 1,757
Change+196 (+11%)
Value$135.1K (+$16.4K)
Filed 2026-10-29
Bank of Montreal
INCREASED
Shares1,924 from 1,922
Change+2 (+0%)
Value$133.1K (+$3.2K)
Filed 2026-11-09
Harbor Asset Planning, Inc.
INCREASED
Shares1,710 from 1,708
Change+2 (+0%)
Value$118.3K (+$2.9K)
Filed 2026-10-23
Gilpin Wealth Management, LLC
INCREASED
Shares1,691 from 1,573
Change+118 (+8%)
Value$117.0K (+$10.7K)
Filed 2026-10-09
N.E.W. Advisory Services LLC
INCREASED
Shares1,618 from 1,616
Change+2 (+0%)
Value$111.9K (+$2.7K)
Filed 2026-11-09
Financial Network Wealth Advisors LLC
DECREASED
Shares1,612 from 1,670
Change-58 (-3%)
Value$111.5K (-$1.4K)
Filed 2026-10-28
Capital Advisors, Ltd. LLC
UNCHANGED
Shares1,507 from 1,507
Change0 (0%)
Value$104.0K (+$103.9K)
Filed 2026-10-27
Reyes Financial Architecture, Inc.
INCREASED
Shares1,345 from 1,344
Change+1 (+0%)
Value$93.1K (+$2.3K)
Filed 2026-10-22
Salomon & Ludwin, LLC
UNCHANGED
Shares1,003 from 1,003
Change0 (0%)
Value$69.4K (+$1.6K)
Filed 2026-10-29
US Bancorp \de\
NEW
Shares938
Change+938
Value$64.9K
Filed 2026-11-05
Vima LLC
INCREASED
Shares909 from 753
Change+156 (+21%)
Value$62.9K (+$12.0K)
Filed 2026-10-23
IFG Advisory, LLC
INCREASED
Shares703 from 702
Change+1 (+0%)
Value$48.6K (+$1.2K)
Filed 2026-11-09
Godfrey Financial Associates, Inc.
DECREASED
Shares695 from 898
Change-203 (-23%)
Value$48.1K (-$12.6K)
Filed 2026-11-10
Markowski Investments
INCREASED
Shares451 from 450
Change+1 (+0%)
Value$31.2K (+$756)
Filed 2026-10-30
Pinnacle Bancorp, Inc.
UNCHANGED
Shares449 from 449
Change0 (0%)
Value$31.1K (+$714)
Filed 2026-10-21
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares438 from 438
Change0 (0%)
Value$28.0K (+$28.0K)
Filed 2026-11-04
Horizon Financial Services, LLC
NEW
Shares405
Change+405
Value$28.0K
Filed 2026-11-04
Acumen Wealth Advisors, LLC
UNCHANGED
Shares375 from 375
Change0 (0%)
Value$25.9K (+$596)
Filed 2026-11-05
Whipplewood Advisors, LLC
DECREASED
Shares336 from 1,175
Change-839 (-71%)
Value$23.2K (-$56.2K)
Filed 2026-10-20
Parallel Advisors, LLC
UNCHANGED
Shares299 from 299
Change0 (0%)
Value$20.7K (+$476)
Filed 2026-11-03
Comprehensive Financial Planning, Inc.
DECREASED
Shares282 from 288
Change-6 (-2%)
Value$19.5K (+$63)
Filed 2026-10-27
Jacobi Capital Management LLC
NEW
Shares278
Change+278
Value$19.2K
Filed 2026-11-05
Rossby Financial, LCC
NEW
Shares232
Change+232
Value$16.0K
Filed 2026-11-05
Vision Financial Markets LLC
DECREASED
Shares219 from 394
Change-175 (-44%)
Value$15.1K (-$11.5K)
Filed 2026-10-22
Blue Trust, Inc.
DECREASED
Shares119 from 149
Change-30 (-20%)
Value$8.2K (-$1.8K)
Filed 2026-10-15
NBZ Investment Advisors LLC
NEW
Shares109
Change+109
Value$7.5K
Filed 2026-10-30
Cape Investment Advisory, Inc.
NEW
Shares103
Change+103
Value$7.1K
Filed 2026-10-13
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares101 from 101
Change0 (0%)
Value$7.0K (+$189)
Filed 2026-11-04
AlphaCore Capital LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$4.2K (+$100)
Filed 2026-11-04
Spire Wealth Management
DECREASED
Shares59 from 70
Change-11 (-16%)
Value$4.1K (-$650)
Filed 2026-10-30
Quent Capital, LLC
DECREASED
Shares50 from 1,035
Change-985 (-95%)
Value$3.4K (-$66.5K)
Filed 2026-11-09
Highline Wealth Partners LLC
UNCHANGED
Shares44 from 44
Change0 (0%)
Value$3.0K (+$73)
Filed 2026-10-19
JFS Wealth Advisors, LLC
DECREASED
Shares42 from 135
Change-93 (-69%)
Value$2.9K (-$6.2K)
Filed 2026-11-03
Park Square Financial Group, LLC
NEW
Shares23
Change+23
Value$1.6K
Filed 2026-11-09
Investment Research & Advisory Group, Inc.
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$1.3K (+$30)
Filed 2026-10-19
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.0K (+$24)
Filed 2026-10-23
Richardson Financial Services Inc.
NEW
Shares12
Change+12
Value$830
Filed 2026-10-30
Birchbrook, Inc.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$351 (+$8)
Filed 2026-10-14
Allworth Financial LP
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$68 ($0)
Filed 2026-11-06
Triad Wealth Partners, LLC
CLOSED
Shares0 from 4,706
Change-4,706 (-100%)
Value$0 (-$324.8K)
Filed 2026-10-26
Titleist Asset Management, LLC
CLOSED
Shares0 from 3,211
Change-3,211 (-100%)
Value$0 (-$217.0K)
Filed 2026-10-08
Intrua Financial, LLC
CLOSED
Shares0 from 2,971
Change-2,971 (-100%)
Value$0 (-$200.8K)
Filed 2026-10-28
Cedar Mountain Advisors, LLC
CLOSED
Shares0 from 2,955
Change-2,955 (-100%)
Value$0 (-$199.7K)
Filed 2026-10-15
Mather Group, Llc.
CLOSED
Shares0 from 2,609
Change-2,609 (-100%)
Value$0 (-$176.3K)
Filed 2026-10-14
Larson Financial Group LLC
CLOSED
Shares0 from 303
Change-303 (-100%)
Value$0 (-$20.5K)
Filed 2026-11-05
MCF Advisors LLC
CLOSED
Shares0 from 175
Change-175 (-100%)
Value$0 (-$11.8K)
Filed 2026-10-28
Tower Trust & Investment Co
CLOSED
Shares0 from 61
Change-61 (-100%)
Value$0 (-$4.1K)
Filed 2026-10-28
True Wealth Design, LLC
CLOSED
Shares0 from 57
Change-57 (-100%)
Value$0 (-$3.9K)
Filed 2026-10-13
Trust Co of Vermont
CLOSED
Shares0 from 51
Change-51 (-100%)
Value$0 (-$3.4K)
Filed 2026-10-21
Morse Asset Management, Inc
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$1.7K)
Filed 2026-11-09
Clearstead Advisors, LLC
DECREASED
Shares0 from 16,000
Change-16,000 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-06
Bank of America Corp
N/A
Shares— from 2,330,627
Change-2,330,627 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,876,569
Change-1,876,569 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,727,596
Change-1,727,596 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,679,081
Change-1,679,081 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,223,032
Change-1,223,032 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,120,018
Change-1,120,018 (-100%)
Value—
UBS Group AG
N/A
Shares— from 878,512
Change-878,512 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 824,518
Change-824,518 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 763,321
Change-763,321 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 554,895
Change-554,895 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 523,484
Change-523,484 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 505,952
Change-505,952 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 505,473
Change-505,473 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 433,529
Change-433,529 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 414,322
Change-414,322 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 372,150
Change-372,150 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 288,873
Change-288,873 (-100%)
Value—
Campbell Deegan Wealth Management, LLC
N/A
Shares— from 277,002
Change-277,002 (-100%)
Value—
HTG Investment Advisors, Inc.
N/A
Shares— from 267,027
Change-267,027 (-100%)
Value—
Carr Financial Group Corp
N/A
Shares— from 263,768
Change-263,768 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 205,341
Change-205,341 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 202,248
Change-202,248 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 185,983
Change-185,983 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 185,879
Change-185,879 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 183,760
Change-183,760 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 175,600
Change-175,600 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 170,900
Change-170,900 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 159,599
Change-159,599 (-100%)
Value—
&partners
N/A
Shares— from 136,304
Change-136,304 (-100%)
Value—
Prairieview Wealth Partners, LLC
N/A
Shares— from 122,837
Change-122,837 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 112,131
Change-112,131 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 109,740
Change-109,740 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 95,728
Change-95,728 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 92,274
Change-92,274 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 89,555
Change-89,555 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 78,806
Change-78,806 (-100%)
Value—
Bradley Foster & Sargent Inc
N/A
Shares— from 78,001
Change-78,001 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 77,212
Change-77,212 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 67,949
Change-67,949 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 66,319
Change-66,319 (-100%)
Value—
Wealth Advisors of Tampa Bay, LLC
N/A
Shares— from 64,374
Change-64,374 (-100%)
Value—
McLaughlin Asset Management, Inc.
N/A
Shares— from 61,388
Change-61,388 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 57,923
Change-57,923 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 54,656
Change-54,656 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 53,583
Change-53,583 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 52,391
Change-52,391 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 51,636
Change-51,636 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 50,983
Change-50,983 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 49,989
Change-49,989 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 44,673
Change-44,673 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 44,497
Change-44,497 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 44,089
Change-44,089 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 40,460
Change-40,460 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 35,939
Change-35,939 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 35,206
Change-35,206 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 34,639
Change-34,639 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 33,850
Change-33,850 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 32,934
Change-32,934 (-100%)
Value—
Larch Capital Partners LLC
N/A
Shares— from 30,501
Change-30,501 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 29,616
Change-29,616 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 28,267
Change-28,267 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 27,659
Change-27,659 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 24,882
Change-24,882 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 24,869
Change-24,869 (-100%)
Value—
Beto Financial Group, LLC
N/A
Shares— from 24,406
Change-24,406 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 22,231
Change-22,231 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 21,571
Change-21,571 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 20,823
Change-20,823 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 19,604
Change-19,604 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 18,381
Change-18,381 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 17,763
Change-17,763 (-100%)
Value—
Simmons Bank
N/A
Shares— from 17,488
Change-17,488 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 17,324
Change-17,324 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 15,175
Change-15,175 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 14,956
Change-14,956 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 13,899
Change-13,899 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 13,824
Change-13,824 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 13,785
Change-13,785 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 13,780
Change-13,780 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 12,855
Change-12,855 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 12,357
Change-12,357 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 11,964
Change-11,964 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 11,898
Change-11,898 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 10,493
Change-10,493 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 10,348
Change-10,348 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 9,782
Change-9,782 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 9,142
Change-9,142 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 9,025
Change-9,025 (-100%)
Value—
Stephens Inc
N/A
Shares— from 8,533
Change-8,533 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 8,483
Change-8,483 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 8,352
Change-8,352 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 8,065
Change-8,065 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 7,981
Change-7,981 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 7,177
Change-7,177 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 7,088
Change-7,088 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 7,050
Change-7,050 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 6,943
Change-6,943 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 6,690
Change-6,690 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 6,415
Change-6,415 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 6,363
Change-6,363 (-100%)
Value—
EWA, LLC
N/A
Shares— from 6,227
Change-6,227 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 6,115
Change-6,115 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 6,097
Change-6,097 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 5,630
Change-5,630 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 5,499
Change-5,499 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 5,322
Change-5,322 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 5,300
Change-5,300 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 5,294
Change-5,294 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 4,695
Change-4,695 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 4,605
Change-4,605 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 4,363
Change-4,363 (-100%)
Value—
Betterment LLC
N/A
Shares— from 4,353
Change-4,353 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 4,128
Change-4,128 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 4,107
Change-4,107 (-100%)
Value—
Allred Capital Management, LLC
N/A
Shares— from 4,053
Change-4,053 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 3,960
Change-3,960 (-100%)
Value—
Summitpoint Capital Management
N/A
Shares— from 3,835
Change-3,835 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 3,676
Change-3,676 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 3,604
Change-3,604 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 3,561
Change-3,561 (-100%)
Value—
Bank of Marin
N/A
Shares— from 3,400
Change-3,400 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 3,317
Change-3,317 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 3,255
Change-3,255 (-100%)
Value—
Prosperity Bancshares Inc
N/A
Shares— from 3,170
Change-3,170 (-100%)
Value—
Capstone Wealth Management, Inc.
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 2,775
Change-2,775 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1,899
Change-1,899 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,870
Change-1,870 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 1,870
Change-1,870 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,245
Change-1,245 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 884
Change-884 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 490
Change-490 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 394
Change-394 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 159
Change-159 (-100%)
Value—
Investors Portfolio Services LLC
N/A
Shares— from 128
Change-128 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 30
Change-30 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
LPL Financial LLC
INCREASED3,929,4863,615,195+314,291+9%$244.3M$271.8M+$27.5M2026-11-06
Forvis Mazars Wealth Advisors, LLC
INCREASED3,630,5193,326,812+303,707+9%$224.8M$251.1M+$26.3M2026-10-13
Bank of New York Mellon Corp
DECREASED2,292,2222,360,277-68,055-3%$159.5M$158.6M-$954.5K2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED1,964,8551,868,372+96,483+5%$127.7M$137.1M+$9.4M2026-10-13
HighTower Advisors, LLC
INCREASED1,071,9551,031,619+40,336+4%$69.7M$74.1M+$4.4M2026-11-10
Peterson Wealth Advisors, LLC
INCREASED769,019732,936+36,083+5%$49.5M$53.2M+$3.7M2026-10-08
Commonwealth Equity Services, LLC
INCREASED729,895694,764+35,131+5%$47.0M$50.5M+$3.5M2026-11-02
CGC Financial Services, LLC
DECREASED664,677664,952-2750%$44.9M$46.0M+$1.0M2026-10-13
Taylor Securities Services, Inc.
DECREASED487,149605,044-117,895-19%$40.9M$33.7M-$7.2M2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED476,263489,423-13,160-3%$33.1M$32.9M-$132.0K2026-11-02
Pinnacle Associates LTD
INCREASED421,242380,100+41,142+11%$25.7M$29.1M+$3.5M2026-10-20
Assetmark, Inc
INCREASED385,811670+385,141+57484%$45.3K$26.7M+$26.6M2026-10-21
Brookstone Capital Management
INCREASED371,547358,377+13,170+4%$24.2M$25.7M+$1.5M2026-10-22
Pinnacle Wealth Management Advisory Group, LLC
INCREASED335,100293,065+42,035+14%$19.8M$23.2M+$3.4M2026-10-23
Garrett Wealth Advisory Group, LLC
INCREASED316,008308,308+7,700+3%$20.8M$21.9M+$1.0M2026-10-22
Joseph Group Capital Management
DECREASED305,557307,601-2,044-1%$20.8M$21.1M+$347.7K2026-11-04
Apella Capital, LLC
NEW265,342—+265,342——$18.5M—2026-10-08
WealthPlan Investment Management, LLC
INCREASED228,935195,672+33,263+17%$13.2M$15.8M+$2.6M2026-10-15
Central Trust Co
DECREASED218,982223,479-4,497-2%$15.1M$15.1M+$44.3K2026-11-05
Signaturefd, LLC
INCREASED200,477197,246+3,231+2%$13.3M$13.9M+$537.1K2026-10-23
Compass Financial Services Inc
INCREASED198,100109,761+88,339+80%$7.4M$13.7M+$6.3M2026-11-06
Allegheny Financial Group
INCREASED180,930169,329+11,601+7%$11.4M$12.5M+$1.1M2026-11-05
Patten & Patten Inc
DECREASED180,607201,158-20,551-10%$13.6M$12.5M-$1.1M2026-10-26
Daymark Wealth Partners, LLC
INCREASED175,123152,116+23,007+15%$10.3M$12.1M+$1.8M2026-11-04
Archford Capital Strategies, LLC
INCREASED172,275157,859+14,416+9%$10.7M$11.9M+$1.2M2026-10-19
Aire Advisors, LLC
INCREASED171,520160,705+10,815+7%$10.9M$11.9M+$1.0M2026-10-22
Avior Wealth Management, LLC
DECREASED168,265173,665-5,400-3%$11.7M$11.6M-$97.4K2026-10-13
SouthState Bank Corp
INCREASED167,837158,105+9,732+6%$10.7M$11.6M+$924.6K2026-11-09
Curtis Advisory Group, LLC
INCREASED158,235151,272+6,963+5%$10.2M$10.9M+$722.2K2026-10-28
Thrivent Financial for Lutherans
INCREASED156,959137,571+19,388+14%$9.3M$10.9M+$1.6M2026-11-05
Orrstown Financial Services Inc
INCREASED156,277156,248+29+0%$10.6M$10.8M+$250.4K2026-10-14
Lifelong Wealth Advisors, Inc.
INCREASED151,173149,775+1,398+1%$10.1M$10.5M+$334.9K2026-10-19
Avidian Wealth Enterprises, LLC
DECREASED147,481173,900-26,419-15%$11.8M$10.2M-$1.6M2026-10-08
Sprinkle Financial Consultants LLC
INCREASED145,012120,333+24,679+21%$8.1M$10.0M+$1.9M2026-10-09
Kestra Advisory Services, LLC
DECREASED142,739144,550-1,811-1%$9.8M$9.9M+$104.5K2026-11-02
Visionary Wealth Advisors
DECREASED134,315145,694-11,379-8%$9.8M$9.3M-$555.4K2026-11-04
Alaska Permanent Capital Management, LLC
DECREASED127,860128,528-668-1%$8.7M$8.8M+$147.9K2026-11-09
Philip James Wealth Mangement, LLC
DECREASED120,660124,823-4,163-3%$8.4M$8.3M-$89.5K2026-10-27
Oak Wealth Advisors LLC
INCREASED116,445113,336+3,109+3%$7.7M$8.1M+$395.3K2026-11-09
Owl Creek Wealth Partners LLC
DECREASED111,506173,970-62,464-36%$11.8M$7.7M-$4.0M2026-10-20
IFP Advisors, Inc
INCREASED111,05228,075+82,977+296%$1.9M$7.7M+$5.8M2026-10-16
Hughes Financial Services, LLC
INCREASED109,056101,615+7,441+7%$6.9M$7.6M+$736.2K2026-10-30
Crusonia Wealth Advisors LLC
INCREASED107,924105,165+2,759+3%$7.1M$7.5M+$358.0K2026-10-26
Smallwood Wealth Investment Management, LLC
DECREASED100,551106,768-6,217-6%$7.2M$7.0M-$260.3K2026-10-30
Fiduciary Alliance LLC
DECREASED100,000106,062-6,062-6%$7.2M$6.9M-$250.7K2026-10-13
Integrity Alliance, Llc.
DECREASED97,63898,325-687-1%$6.6M$6.8M+$108.8K2026-10-29
DeDora Capital, Inc.
INCREASED91,33088,005+3,325+4%$5.9M$6.3M+$369.9K2026-10-26
Moneco Advisors, LLC
DECREASED89,43594,384-4,949-5%$6.4M$6.2M-$192.2K2026-11-05
MLG Wealth Management DBA Pine Grove Financial Group
INCREASED89,15284,919+4,233+5%$5.8M$6.2M+$407.7K2026-10-13
Bluedoor Private Wealth, LLC
DECREASED87,11994,221-7,102-8%$6.4M$6.0M-$341.4K2026-11-05
Valmark Advisers, Inc.
INCREASED85,74881,440+4,308+5%$5.5M$5.9M+$427.5K2026-11-06
Alaska Wealth Advisors, LLC
INCREASED84,86582,720+2,145+3%$5.6M$5.9M+$279.9K2026-11-09
Perigon Wealth Management, LLC
INCREASED75,78173,475+2,306+3%$5.0M$5.2M+$276.4K2026-10-22
Selby Wealth Management, LLC
INCREASED74,59541,780+32,815+79%$2.8M$5.2M+$2.3M2026-10-16
WealthPLAN Partners, LLC
DECREASED71,81383,971-12,158-14%$5.7M$5.0M-$707.5K2026-10-15
Firestone Capital Management
DECREASED69,41271,837-2,425-3%$4.9M$4.8M-$53.5K2026-11-03
Financial Management Professionals, Inc.
DECREASED67,40473,079-5,675-8%$4.9M$4.7M-$276.3K2026-10-23
Mach-1 Financial Group, LLC
INCREASED66,13961,801+4,338+7%$4.2M$4.6M+$398.4K2026-11-06
HUB Investment Partners, LLC
DECREASED65,798100,775-34,977-35%$6.8M$4.6M-$2.3M2026-11-03
Seven Hills Financial, LLC
NEW65,212—+65,212——$4.5M—2026-10-13
Interchange Capital Partners, LLC
INCREASED63,99041,051+22,939+56%$2.8M$4.4M+$1.7M2026-10-28
Cooper Financial Group
DECREASED63,04363,317-2740%$4.3M$4.4M+$81.7K2026-10-07
Concurrent Investment Advisors, LLC
INCREASED60,66924,755+35,914+145%$1.7M$4.2M+$2.5M2026-10-16
Echo Wealth Management, LLC
INCREASED60,64158,315+2,326+4%$3.9M$4.2M+$253.6K2026-10-15
USAdvisors Wealth Management, LLC
INCREASED59,11356,717+2,396+4%$3.8M$4.1M+$256.0K2026-10-21
Capital Investment Advisory Services, LLC
DECREASED56,65381,209-24,556-30%$5.5M$3.9M-$1.6M2026-10-30
Essential Investment Partners LLC
INCREASED54,18339,180+15,003+38%$2.6M$3.7M+$1.1M2026-10-27
Kestra Private Wealth Services, LLC
DECREASED53,271121,967-68,696-56%$8.2M$3.7M-$4.6M2026-11-06
Cordgrass Capital Advisors, LLC
INCREASED52,69852,455+243+0%$3.5M$3.6M+$100.2K2026-10-30
Paladin Advisory Group, LLC
DECREASED51,92052,877-957-2%$3.6M$3.6M+$17.9K2026-11-09
Sincerus Advisory, LLC
INCREASED51,58345,099+6,484+14%$3.0M$3.6M+$520.2K2026-10-09
Mcdonald Partners LLC
INCREASED49,56945,741+3,828+8%$3.1M$3.4M+$337.5K2026-11-03
RFG Advisory, LLC
INCREASED49,11140,355+8,756+22%$2.7M$3.4M+$669.8K2026-11-03
Strategic Blueprint, LLC
INCREASED49,08029,429+19,651+67%$2.0M$3.4M+$1.4M2026-10-22
Oppenheimer & Co Inc
INCREASED47,83231,241+16,591+53%$2.1M$3.3M+$1.2M2026-10-26
Harbour Investments, Inc.
INCREASED47,80847,572+236+1%$3.2M$3.3M+$92.0K2026-11-09
Penney Financial, LLC
DECREASED47,55052,887-5,337-10%$3.6M$3.3M-$285.1K2026-10-20
Convergence Financial, LLC
INCREASED47,02843,584+3,444+8%$2.9M$3.3M+$307.5K2026-10-27
Harbor Investment Advisory, LLC
DECREASED46,75049,442-2,692-5%$3.3M$3.2M-$107.6K2026-10-13
Davenport & Co LLC
INCREASED44,98441,267+3,717+9%$2.8M$3.1M+$322.7K2026-10-14
Purkiss Capital Advisors LLC
INCREASED44,86742,634+2,233+5%$2.9M$3.1M+$222.2K2026-11-06
Shore Point Advisors, LLC
DECREASED44,64344,800-1570%$3.0M$3.1M+$60.4K2026-10-14
Simplicity Wealth,LLC
INCREASED44,61932,598+12,021+37%$2.2M$3.1M+$883.3K2026-10-23
Signal Advisors Wealth, LLC
INCREASED43,57826,320+17,258+66%$1.8M$3.0M+$1.2M2026-10-13
Savant Capital, LLC
NEW43,577—+43,577——$3.0M—2026-11-06
Clear Creek Financial Management, LLC
DECREASED40,97241,083-1110%$2.8M$2.8M+$57.7K2026-10-28
Great Valley Advisor Group, Inc.
INCREASED39,95835,696+4,262+12%$2.4M$2.8M+$351.7K2026-11-09
Kennedy Investment Group, Inc.
DECREASED39,45640,081-625-2%$2.7M$2.7M+$20.5K2026-10-21
Indivisible Partners
INCREASED39,29536,161+3,134+9%$2.4M$2.7M+$274.3K2026-10-26
Milestone Asset Management, LLC
DECREASED38,97439,582-608-2%$2.7M$2.7M+$20.8K2026-10-15
Riverchase Wealth Management, LLC
INCREASED38,56133,015+5,546+17%$2.2M$2.7M+$436.1K2026-10-28
Grant Private Wealth Management Inc
INCREASED38,04029,448+8,592+29%$2.0M$2.6M+$641.2K2026-10-19
Vise Technologies, Inc.
INCREASED37,06934,381+2,688+8%$2.3M$2.6M+$240.6K2026-10-29
Arwa LLC
DECREASED37,03238,693-1,661-4%$2.6M$2.6M-$48.4K2026-10-21
Clarity Retirement & Wealth, LLC
INCREASED36,29735,039+1,258+4%$2.4M$2.5M+$142.7K2026-11-04
Thoroughbred Financial Services, LLC
DECREASED34,28235,786-1,504-4%$2.4M$2.4M-$47.0K2026-11-09
Pine Valley Investments Ltd Liability Co
DECREASED33,56734,111-544-2%$2.3M$2.3M+$16.7K2026-11-09
Key FInancial Inc
INCREASED32,98324,214+8,769+36%$1.6M$2.3M+$645.1K2026-11-02
Security National Bank
DECREASED30,30832,867-2,559-8%$2.2M$2.1M-$124.7K2026-10-26
Axxcess Wealth Management, LLC
INCREASED29,18129,081+100+0%$2.0M$2.0M+$53.2K2026-10-21
Family Capital Management, Inc.
INCREASED29,15125,031+4,120+16%$1.7M$2.0M+$324.8K2026-11-03
YHB Investment Advisors, Inc.
DECREASED28,91429,784-870-3%$2.0M$2.0M-$12.8K2026-10-08
Fulton Bank, N.A.
INCREASED28,85726,606+2,251+8%$1.8M$2.0M+$198.0K2026-10-14
IAG Wealth Partners, LLC
DECREASED28,50428,559-550%$1.9M$2.0M+$41.6K2026-11-06
Skyline Advisors, Inc.
DECREASED27,31127,596-285-1%$1.9M$1.9M+$24.2K2026-11-03
Evolution Wealth Advisors, LLC
INCREASED27,29727,293+4+0%$1.8M$1.9M+$43.7K2026-11-03
Koshinski Asset Management, Inc.
INCREASED26,89524,693+2,202+9%$1.7M$1.9M+$191.6K2026-10-29
Cyndeo Wealth Partners, LLC
DECREASED25,00526,153-1,148-4%$1.8M$1.7M-$37.8K2026-10-16
Mayfair Advisory Group, LLC
INCREASED24,55424,347+207+1%$1.6M$1.7M+$53.0K2026-10-20
Plan Group Financial, LLC
DECREASED24,43624,925-489-2%$1.7M$1.7M+$16.6K2026-10-22
Patriot Financial Group Insurance Agency, LLC
DECREASED23,76730,157-6,390-21%$2.0M$1.6M-$394.0K2026-10-14
Strategic Wealth Advisors LLC
INCREASED23,74613,955+9,791+70%$927$1.6M+$1.6M2026-11-06
MFG Investments, LLC
NEW22,666—+22,666——$1.6M—2026-10-30
Kingswood Wealth Advisors, LLC
DECREASED22,58123,071-490-2%$1.6M$1.6M+$2.8K2026-10-23
Signature Estate & Investment Advisors LLC
DECREASED21,93123,368-1,437-6%$1.6M$1.5M-$62.2K2026-10-13
J.W. Cole Advisors, Inc.
INCREASED21,63020,931+699+3%$1.4M$1.5M+$81.6K2026-11-05
Soundwatch Capital LLC
INCREASED20,87510,522+10,353+98%$711.1K$1.4M+$738.1K2026-11-04
Partners Wealth Management, LLC
NEW20,756—+20,756——$1.4M—2026-10-28
M Holdings Securities, Inc.
INCREASED20,13516,611+3,524+21%$1.1M$1.4M+$266.0K2026-11-03
Truist Financial Corp
INCREASED19,93719,617+320+2%$1.3M$1.4M+$53.3K2026-10-30
Bedel Financial Consulting, Inc.
DECREASED19,92820,569-641-3%$1.4M$1.4M-$11.6K2026-11-06
Geneos Wealth Management Inc.
INCREASED19,63119,541+90+0%$1.3M$1.4M+$37.3K2026-11-09
Semus Wealth Partners LLC
INCREASED19,30119,111+190+1%$1.3M$1.3M+$43.5K2026-10-22
Prime Capital Investment Advisors, LLC
INCREASED18,31814,430+3,888+27%$975.2K$1.3M+$291.9K2026-10-20
Farther Finance Advisors, LLC
INCREASED18,29314,294+3,999+28%$966.0K$1.3M+$299.4K2026-10-08
Renasant Bank
DECREASED18,16161,260-43,099-70%$4.1M$1.3M-$2.9M2026-11-05
Baker Tilly Wealth Management, LLC
INCREASED17,29915,455+1,844+12%$1.0M$1.2M+$152.1K2026-10-05
Allen Capital Group, LLC
DECREASED17,21417,278-640%$1.2M$1.2M+$23.0K2026-10-27
Krilogy Financial LLC
UNCHANGED16,89916,89900%$1.1M$1.2M+$40.6K2026-10-13
Apollon Wealth Management, LLC
INCREASED16,64616,344+302+2%$1.1M$1.2M+$46.9K2026-10-23
Mechanics Bank Trust Department
DECREASED16,57017,470-900-5%$1.2M$1.1M-$34.5K2026-10-13
Nova Financial LLC
NEW16,170—+16,170——$1.1M—2026-11-04
JSF Financial, LLC
INCREASED15,65115,234+417+3%$1.0M$1.1M+$53.1K2026-10-22
First Premier Bank
INCREASED15,26113,127+2,134+16%$887$1.1M+$1.1M2026-10-13
Nvwm, LLC
DECREASED15,10316,859-1,756-10%$1.1M$1.0M-$94.7K2026-10-14
Western Wealth Management, LLC
DECREASED14,78115,100-319-2%$1.0M$1.0M+$1.9K2026-11-09
Mascagni Wealth Management, Inc.
DECREASED14,75515,129-374-2%$1.0M$1.0M-$1.8K2026-10-23
Hicks Capital Management LLC
UNCHANGED14,59214,59200%$986.1K$986.1K$02026-10-20
Members Wealth LLC
DECREASED14,43415,349-915-6%$1.0M$1.0M-$29.1K2026-10-20
Birchwood Financial Partners, Inc.
INCREASED14,36612,016+2,350+20%$812.0K$993.7K+$181.7K2026-11-02
MN Wealth Advisors, LLC
DECREASED14,18619,859-5,673-29%$1.3M$981.3K-$360.8K2026-10-23
Balentine LLC
DECREASED14,12814,758-630-4%$997.3K$977.2K-$20.1K2026-11-03
Creative Planning
INCREASED13,7656,493+7,272+112%$438.8K$952.1K+$513.3K2026-11-02
Breakwater Capital Group
INCREASED13,57412,917+657+5%$872.9K$938.9K+$66.0K2026-10-09
Crossmark Global Holdings, Inc.
UNCHANGED13,57213,57200%$917.2K$938.8K+$21.6K2026-10-21
Atria Investments, Inc
INCREASED13,53212,269+1,263+10%$829.2K$936.0K+$106.8K2026-10-15
Integrity Investment Advisors, LLC
DECREASED12,97713,781-804-6%$931.3K$897.6K-$33.7K2026-11-03
Ehrlich Financial Group
INCREASED12,44411,388+1,056+9%$769.6K$860.8K+$91.2K2026-10-20
Sierra Ocean, LLC
DECREASED12,21320,452-8,239-40%$1.4M$844.7K-$537.4K2026-11-03
Washington Trust Co
UNCHANGED11,72511,72500%$792.4K$811.0K+$18.6K2026-10-22
Fortitude Advisory Group L.L.C.
INCREASED11,6709,554+2,116+22%$645.7K$807.2K+$161.6K2026-10-15
Flagship Harbor Advisors, LLC
DECREASED11,58011,671-91-1%$788.7K$801.0K+$12.3K2026-10-26
Mountain Capital Investment Advisors Inc.
INCREASED11,19711,194+3+0%$756.5K$774.5K+$18.0K2026-11-06
Avaii Wealth Management, LLC
INCREASED10,65010,599+51+0%$716.3K$739.3K+$23.0K2026-10-09
Milestone Investment Advisors LLC
INCREASED10,6348,707+1,927+22%$588.4K$735.6K+$147.1K2026-11-05
CPC Advisors, LLC
DECREASED10,48619,066-8,580-45%$1.3M$725.3K-$563.1K2026-10-21
Orba Wealth Advisors, L.L.C.
INCREASED10,4858,671+1,814+21%$586.0K$725.3K+$139.3K2026-10-23
Saxony Capital Management, LLC
INCREASED10,18310,162+21+0%$686.7K$704.4K+$17.6K2026-10-15
PNC Financial Services Group, Inc.
INCREASED10,15010,050+100+1%$679.2K$702.1K+$22.9K2026-11-06
Fifth Third Bancorp
INCREASED9,8817,038+2,843+40%$475.6K$683.5K+$207.8K2026-11-05
Private Trust Co NA
INCREASED9,7758,584+1,191+14%$580.1K$676.1K+$96.0K2026-10-20
HBW Advisory Services LLC
DECREASED9,76010,937-1,177-11%$739.1K$675.1K-$64.0K2026-10-15
CoreCap Advisors, LLC
INCREASED9,4898,145+1,344+17%$550.4K$656.4K+$105.9K2026-10-08
Golden State Wealth Management, LLC
INCREASED9,1559,149+6+0%$618.3K$633.3K+$15.0K2026-11-02
Denver PWM, LLC
DECREASED8,9389,271-333-4%$650.4K$618.3K-$32.1K2026-10-22
Clearstead Trust, LLC
INCREASED8,8617,806+1,055+14%$527.5K$612.9K+$85.4K2026-11-06
Cap Partners, LLC
UNCHANGED8,3888,38800%$566.9K$580.2K+$13.3K2026-10-19
Roman Butler Fullerton & Co
INCREASED8,2557,225+1,030+14%$491.4K$573.3K+$81.9K2026-10-27
Elevation Point Wealth Partners, LLC
DECREASED8,0889,024-936-10%$609.8K$559.4K-$50.4K2026-11-05
Private Wealth Partners, LLC
UNCHANGED8,0008,00000%$540.6K$553.4K+$12.7K2026-10-22
Core Wealth Partners LLC
INCREASED7,6327,622+10+0%$515.1K$527.9K+$12.8K2026-11-02
Wealthcare Advisory Partners LLC
NEW7,606—+7,606——$526.1K—2026-10-21
Park Place Capital Corp
DECREASED7,38551,160-43,775-86%$3.5M$510.8K-$2.9M2026-11-09
AdvisorNet Financial, Inc
INCREASED7,2846,720+564+8%$454.1K$505.7K+$51.6K2026-10-15
Blvd Private Wealth, LLC
UNCHANGED6,7296,72900%$454.7K$465.4K+$10.7K2026-10-14
Marks Group Wealth Management, Inc
UNCHANGED6,6946,69400%$452.4K$463.0K+$10.6K2026-11-05
Total Clarity Wealth Management, Inc.
DECREASED6,56111,189-4,628-41%$756.1K$453.8K-$302.3K2026-10-26
Lewis Asset Management, LLC
INCREASED6,4455,902+543+9%$398.9K$445.8K+$46.9K2026-10-14
Chris Bulman Inc
UNCHANGED6,4296,42900%$434.5K$444.7K+$10.2K2026-10-20
Thayer Partners, LLC / MA
UNCHANGED6,2366,23600%$421.4K$431.3K+$9.9K2026-11-06
Balefire, LLC
NEW6,166—+6,166——$426.5K—2026-10-09
Cpwa, LLC
INCREASED6,1345,934+200+3%$401.0K$429.3K+$28.3K2026-11-04
StoneX Group Inc.
INCREASED5,8684,140+1,728+42%$279.8K$406.7K+$126.9K2026-11-03
Planned Solutions, Inc.
DECREASED5,687106,587-100,900-95%$7.2M$393.3K-$6.8M2026-10-19
Kestra Investment Management, LLC
INCREASED5,6653,436+2,229+65%$232.2K$391.8K+$159.6K2026-11-04
WealthBridge Capital Management, LLC
NEW5,608—+5,608——$387.9K—2026-10-16
E6 Portfolios, LLC
UNCHANGED5,5795,57900%$377.0K$385.9K+$8.9K2026-10-26
Lionsbridge Wealth Management LLC
DECREASED5,5546,933-1,379-20%$468.5K$384.2K-$84.4K2026-10-26
SeaCrest Wealth Management, LLC
INCREASED5,2474,913+334+7%$332.1K$363.0K+$30.9K2026-10-21
Essex Bank
UNCHANGED5,2345,23400%$353.7K$362.0K+$8.3K2026-10-16
Silver OAK Securities, Incorporated
NEW5,161—+5,161——$350.7K—2026-11-09
Ellis Investment Partners, LLC
INCREASED5,0283,932+1,096+28%$265.8K$347.9K+$82.1K2026-10-21
Bond & Devick Financial Network, Inc.
INCREASED4,9114,441+470+11%$300.1K$339.7K+$39.6K2026-10-23
Legacy CG, LLC
UNCHANGED4,9104,91000%$331.8K$339.6K+$7.8K2026-10-30
Investment Planning Advisors, Inc.
DECREASED4,8884,900-120%$331.1K$338.1K+$7.0K2026-10-14
Alliance Wealth Advisors, LLC
INCREASED4,8503,850+1,000+26%$260.2K$335.5K+$75.3K2026-10-14
Confluence Wealth Services, Inc.
INCREASED4,8184,525+293+6%$305.8K$333.3K+$27.5K2026-11-05
Tcfg Investment Advisors, LLC
INCREASED4,6573,213+1,444+45%$218.6K$322.2K+$103.6K2026-10-20
Ignite Planners, LLC
INCREASED4,5044,076+428+11%$275.5K$311.5K+$36.0K2026-10-14
Marshall & Sterling Wealth Advisors Inc.
DECREASED4,35733,238-28,881-87%$2.2M$301.3K-$1.9M2026-10-28
Genesis Private Wealth, LLC
DECREASED4,3414,354-130%$294.2K$300.3K+$6.0K2026-11-02
Athena Wealth Management, LLC
DECREASED4,1534,210-57-1%$284.5K$287.3K+$2.8K2026-10-09
Simon Quick Advisors, LLC
NEW4,079—+4,079——$282.1K—2026-10-26
Cambridge Advisors Inc.
INCREASED4,0213,866+155+4%$261.3K$278.1K+$16.9K2026-10-19
High Net Worth Advisory Group LLC
UNCHANGED3,9053,90500%$263.9K$270.1K+$6.2K2026-10-26
Capital Advisors Wealth Management, LLC
INCREASED3,8623,332+530+16%$225.2K$267.2K+$41.9K2026-10-09
Midwest Trust Co
INCREASED3,7303,546+184+5%$239.6K$258.0K+$18.4K2026-10-22
Arbor Investment Advisors, LLC
UNCHANGED3,6473,64700%$246.5K$252.3K+$5.8K2026-10-26
Marino, Stram & Associates LLC
NEW3,552—+3,552——$245.7K—2026-10-22
Claro Advisors Inc.
UNCHANGED3,4503,45000%$233.2K$238.6K+$5.5K2026-11-02
Cora Capital Advisors LLC
UNCHANGED3,4503,45000%$233.2K$238.6K+$5.5K2026-11-02
Castle Rock Wealth Management, LLC
INCREASED3,4463,428+18+1%$231.7K$241.0K+$9.3K2026-10-09
Avestar Capital, LLC
UNCHANGED3,2563,25600%$220.0K$225.2K+$5.2K2026-10-28
Lunt Capital Management, Inc.
UNCHANGED3,2373,23700%$218.8K$223.9K+$5.1K2026-10-30
Atlas Brown,Inc.
NEW3,190—+3,190——$220.7K—2026-10-09
Accurate Wealth Management, LLC
DECREASED3,1454,582-1,437-31%$313.1K$219.8K-$93.3K2026-10-20
Independent Financial Group, LLC
DECREASED3,0453,075-30-1%$207.8K$210.6K+$2.8K2026-10-13
Redhawk Wealth Advisors, Inc.
DECREASED3,0274,535-1,508-33%$306.5K$209.4K-$97.1K2026-10-14
Ulland Investment Advisors, LLC
DECREASED2,3102,370-60-3%$160$160.0K+$159.8K2026-10-13
Center for Financial Planning, Inc.
NEW2,152—+2,152——$148.9K—2026-10-26
Oakworth Capital, Inc.
UNCHANGED1,9771,97700%$133.6K$136.7K+$3.1K2026-10-26
Signature Equity Partners, LLC
INCREASED1,9531,757+196+11%$118.7K$135.1K+$16.4K2026-10-29
Bank of Montreal
INCREASED1,9241,922+2+0%$129.9K$133.1K+$3.2K2026-11-09
Harbor Asset Planning, Inc.
INCREASED1,7101,708+2+0%$115.4K$118.3K+$2.9K2026-10-23
Gilpin Wealth Management, LLC
INCREASED1,6911,573+118+8%$106.3K$117.0K+$10.7K2026-10-09
N.E.W. Advisory Services LLC
INCREASED1,6181,616+2+0%$109.2K$111.9K+$2.7K2026-11-09
Financial Network Wealth Advisors LLC
DECREASED1,6121,670-58-3%$112.9K$111.5K-$1.4K2026-10-28
Capital Advisors, Ltd. LLC
UNCHANGED1,5071,50700%$102$104.0K+$103.9K2026-10-27
Reyes Financial Architecture, Inc.
INCREASED1,3451,344+1+0%$90.8K$93.1K+$2.3K2026-10-22
Salomon & Ludwin, LLC
UNCHANGED1,0031,00300%$67.8K$69.4K+$1.6K2026-10-29
US Bancorp \de\
NEW938—+938——$64.9K—2026-11-05
Vima LLC
INCREASED909753+156+21%$50.9K$62.9K+$12.0K2026-10-23
IFG Advisory, LLC
INCREASED703702+1+0%$47.4K$48.6K+$1.2K2026-11-09
Godfrey Financial Associates, Inc.
DECREASED695898-203-23%$60.7K$48.1K-$12.6K2026-11-10
Markowski Investments
INCREASED451450+1+0%$30.4K$31.2K+$7562026-10-30
Pinnacle Bancorp, Inc.
UNCHANGED44944900%$30.3K$31.1K+$7142026-10-21
Hazlett, Burt & Watson, Inc.
UNCHANGED43843800%$29$28.0K+$28.0K2026-11-04
Horizon Financial Services, LLC
NEW405—+405——$28.0K—2026-11-04
Acumen Wealth Advisors, LLC
UNCHANGED37537500%$25.3K$25.9K+$5962026-11-05
Whipplewood Advisors, LLC
DECREASED3361,175-839-71%$79.4K$23.2K-$56.2K2026-10-20
Parallel Advisors, LLC
UNCHANGED29929900%$20.2K$20.7K+$4762026-11-03
Comprehensive Financial Planning, Inc.
DECREASED282288-6-2%$19.5K$19.5K+$632026-10-27
Jacobi Capital Management LLC
NEW278—+278——$19.2K—2026-11-05
Rossby Financial, LCC
NEW232—+232——$16.0K—2026-11-05
Vision Financial Markets LLC
DECREASED219394-175-44%$26.6K$15.1K-$11.5K2026-10-22
Blue Trust, Inc.
DECREASED119149-30-20%$10.1K$8.2K-$1.8K2026-10-15
NBZ Investment Advisors LLC
NEW109—+109——$7.5K—2026-10-30
Cape Investment Advisory, Inc.
NEW103—+103——$7.1K—2026-10-13
Allspring Global Investments Holdings, LLC
UNCHANGED10110100%$6.8K$7.0K+$1892026-11-04
AlphaCore Capital LLC
UNCHANGED606000%$4.1K$4.2K+$1002026-11-04
Spire Wealth Management
DECREASED5970-11-16%$4.7K$4.1K-$6502026-10-30
Quent Capital, LLC
DECREASED501,035-985-95%$69.9K$3.4K-$66.5K2026-11-09
Highline Wealth Partners LLC
UNCHANGED444400%$3.0K$3.0K+$732026-10-19
JFS Wealth Advisors, LLC
DECREASED42135-93-69%$9.1K$2.9K-$6.2K2026-11-03
Park Square Financial Group, LLC
NEW23—+23——$1.6K—2026-11-09
Investment Research & Advisory Group, Inc.
UNCHANGED191900%$1.3K$1.3K+$302026-10-19
Dhjj Financial Advisors, Ltd.
UNCHANGED151500%$1.0K$1.0K+$242026-10-23
Richardson Financial Services Inc.
NEW12—+12——$830—2026-10-30
Birchbrook, Inc.
UNCHANGED5500%$343$351+$82026-10-14
Allworth Financial LP
UNCHANGED1100%$68$68$02026-11-06
Triad Wealth Partners, LLC
CLOSED04,706-4,706-100%$324.8K$0-$324.8K2026-10-26
Titleist Asset Management, LLC
CLOSED03,211-3,211-100%$217.0K$0-$217.0K2026-10-08
Intrua Financial, LLC
CLOSED02,971-2,971-100%$200.8K$0-$200.8K2026-10-28
Cedar Mountain Advisors, LLC
CLOSED02,955-2,955-100%$199.7K$0-$199.7K2026-10-15
Mather Group, Llc.
CLOSED02,609-2,609-100%$176.3K$0-$176.3K2026-10-14
Larson Financial Group LLC
CLOSED0303-303-100%$20.5K$0-$20.5K2026-11-05
MCF Advisors LLC
CLOSED0175-175-100%$11.8K$0-$11.8K2026-10-28
Tower Trust & Investment Co
CLOSED061-61-100%$4.1K$0-$4.1K2026-10-28
True Wealth Design, LLC
CLOSED057-57-100%$3.9K$0-$3.9K2026-10-13
Trust Co of Vermont
CLOSED051-51-100%$3.4K$0-$3.4K2026-10-21
Morse Asset Management, Inc
CLOSED025-25-100%$1.7K$0-$1.7K2026-11-09
Clearstead Advisors, LLC
DECREASED016,000-16,000-100%$1.1M$0-$1.1M2026-11-06
Bank of America Corp
N/A—2,330,627-2,330,627-100%$157.5M———
Raymond James Financial Inc
N/A—1,876,569-1,876,569-100%$126.8M———
Envestnet Asset Management Inc
N/A—1,727,596-1,727,596-100%$116.8M———
Cetera Investment Advisers
N/A—1,679,081-1,679,081-100%$113.5M———
Ameriprise Financial Inc
N/A—1,223,032-1,223,032-100%$82.7M———
Osaic Holdings, Inc.
N/A—1,120,018-1,120,018-100%$75.7M———
UBS Group AG
N/A—878,512-878,512-100%$59.4M———
Focus Partners Wealth
N/A—824,518-824,518-100%$55.7M———
RWA Wealth Partners, LLC
N/A—763,321-763,321-100%$51.6M———
MML Investors Services, LLC
N/A—554,895-554,895-100%$37.5M———
United Capital Financial Advisors, LLC
N/A—523,484-523,484-100%$35.4M———
JPMorgan Chase & Co
N/A—505,952-505,952-100%$34.1M———
Royal Bank of Canada
N/A—505,473-505,473-100%$34.2M———
Stifel Financial Corp
N/A—433,529-433,529-100%$29.3M———
Private Advisor Group, LLC
N/A—414,322-414,322-100%$28.0M———
Advisory Services Network, LLC
N/A—372,150-372,150-100%$25.1M———
Longview Financial Advisors LLC
N/A—288,873-288,873-100%$19.5M———
Campbell Deegan Wealth Management, LLC
N/A—277,002-277,002-100%$18.7M———
HTG Investment Advisors, Inc.
N/A—267,027-267,027-100%$18.0M———
Carr Financial Group Corp
N/A—263,768-263,768-100%$17.8M———
Aspire Capital Advisors LLC
N/A—205,341-205,341-100%$13.9M———
Cary Street Partners Financial LLC
N/A—202,248-202,248-100%$13.7M———
NewEdge Advisors, LLC
N/A—185,983-185,983-100%$12.6M———
Bluespring Wealth Management, LLC
N/A—185,879-185,879-100%$12.6M———
Crewe Advisors LLC
N/A—183,760-183,760-100%$12.4M———
Wick Capital Partners, LLC
N/A—175,600-175,600-100%$11.9M———
MAI Capital Management
N/A—170,900-170,900-100%$11.5M———
Waverly Advisors, LLC
N/A—159,599-159,599-100%$10.8M———
&partners
N/A—136,304-136,304-100%$9.2M———
Prairieview Wealth Partners, LLC
N/A—122,837-122,837-100%$8.3M———
Legacy Financial Group LLC
N/A—112,131-112,131-100%$7.6M———
CreativeOne Wealth, LLC
N/A—109,740-109,740-100%$7.4M———
OneDigital Investment Advisors LLC
N/A—95,728-95,728-100%$6.5M———
Palumbo Wealth Management LLC
N/A—92,274-92,274-100%$6.2M———
Summit Financial, LLC
N/A—89,555-89,555-100%$6.1M———
Foundations Investment Advisors, LLC
N/A—78,806-78,806-100%$5.3M———
Bradley Foster & Sargent Inc
N/A—78,001-78,001-100%$5.3M———
Northwestern Mutual Wealth Management Co
N/A—77,212-77,212-100%$5.2M———
Strategic Financial Concepts, LLC
N/A—67,949-67,949-100%$4.5M———
Gotham Asset Management, LLC
N/A—66,319-66,319-100%$4.5M———
Wealth Advisors of Tampa Bay, LLC
N/A—64,374-64,374-100%$4.4M———
McLaughlin Asset Management, Inc.
N/A—61,388-61,388-100%$4.1M———
Coppell Advisory Solutions LLC
N/A—57,923-57,923-100%$96———
Beacon Pointe Advisors, LLC
N/A—54,656-54,656-100%$3.7M———
Equitable Holdings, Inc.
N/A—53,583-53,583-100%$3.6M———
Ameritas Advisory Services, LLC
N/A—52,391-52,391-100%$3.5M———
Tradition Wealth Management, LLC
N/A—51,636-51,636-100%$3.5M———
Cary Street Partners Investment Advisory LLC
N/A—50,983-50,983-100%$3.4M———
Cresset Asset Management, LLC
N/A—49,989-49,989-100%$3.4M———
Envestnet Portfolio Solutions, Inc.
N/A—44,673-44,673-100%$3.0M———
Janney Montgomery Scott LLC
N/A—44,497-44,497-100%$3.0M———
Orion Porfolio Solutions, LLC
N/A—44,089-44,089-100%$3.0M———
Integrated Wealth Concepts LLC
N/A—40,460-40,460-100%$2.7M———
Captrust Financial Advisors
N/A—35,939-35,939-100%$2.4M———
Advyzon Investment Management, LLC
N/A—35,206-35,206-100%$2.4M———
Wells Fargo & Company
N/A—34,639-34,639-100%$2.3M———
Stratos Wealth Partners, Ltd.
N/A—33,850-33,850-100%$2.3M———
Yarger Wealth Strategies, LLC
N/A—32,934-32,934-100%$2.3M———
Larch Capital Partners LLC
N/A—30,501-30,501-100%$2.1M———
IMA Advisory Services, Inc.
N/A—29,616-29,616-100%$2.0M———
Sun Financial Inc
N/A—28,267-28,267-100%$2.0M———
SK Wealth Management, LLC
N/A—27,659-27,659-100%$1.9M———
Magnolia Capital Advisors LLC
N/A—24,882-24,882-100%$1.7M———
Lakeridge Wealth Management LLC
N/A—24,869-24,869-100%$1.7M———
Beto Financial Group, LLC
N/A—24,406-24,406-100%$1.7M———
Summit Wealth Partners, LLC
N/A—22,231-22,231-100%$1.5M———
Capital Analysts, LLC
N/A—21,571-21,571-100%$1.5M———
NCM Capital Management, LLC
N/A—20,823-20,823-100%$1.4M———
Legacy Wealth Managment, LLC
N/A—19,604-19,604-100%$1.3M———
Steward Partners Investment Advisory, LLC
N/A—18,381-18,381-100%$1.2M———
Stratos Wealth Advisors, LLC
N/A—17,763-17,763-100%$1.2M———
Simmons Bank
N/A—17,488-17,488-100%$1.2M———
Benjamin Edwards Inc
N/A—17,324-17,324-100%$1.2M———
Morgan Stanley
N/A—15,175-15,175-100%$1.0M———
Savvy Advisors, Inc.
N/A—14,956-14,956-100%$1.0M———
Madison Wealth Partners, Inc
N/A—13,899-13,899-100%$939.3K———
Investment Advisory Group, LLC
N/A—13,824-13,824-100%$934.2K———
Silvercrest Asset Management Group LLC
N/A—13,785-13,785-100%$931.6K———
Focus Partners Advisor Solutions, LLC
N/A—13,780-13,780-100%$931.3K———
Gateway Wealth Partners, LLC
N/A—12,855-12,855-100%$868.8K———
Cozad Asset Management Inc
N/A—12,357-12,357-100%$835.1K———
Secured Retirement Advisors, LLC
N/A—11,964-11,964-100%$808.5K———
WNY Asset Management, LLC
N/A—11,898-11,898-100%$804.1K———
Axis Wealth Partners, LLC
N/A—10,493-10,493-100%$709.1K———
Nuveen, LLC
N/A—10,348-10,348-100%$699.3K———
Susquehanna International Group, LLP
N/A—9,782-9,782-100%$661.1K———
Dakota Wealth Management
N/A—9,142-9,142-100%$617.8K———
Vestmark Advisory Solutions, Inc.
N/A—9,025-9,025-100%$609.9K———
Stephens Inc
N/A—8,533-8,533-100%$576.7K———
Modern Wealth Management, LLC
N/A—8,483-8,483-100%$573.3K———
Ankerstar Wealth, LLC
N/A—8,352-8,352-100%$564.4K———
SageView Advisory Group, LLC
N/A—8,065-8,065-100%$545.0K———
Ausdal Financial Partners, Inc.
N/A—7,981-7,981-100%$539.4K———
Global Retirement Partners, LLC
N/A—7,177-7,177-100%$485.1K———
Boston Family Office LLC
N/A—7,088-7,088-100%$479.0K———
Tradewinds, Llc.
N/A—7,050-7,050-100%$1.3M———
Cahill Financial Advisors Inc
N/A—6,943-6,943-100%$469.2K———
Modus Advisors, LLC
N/A—6,690-6,690-100%$452.1K———
Pinnacle Financial Partners, Inc.
N/A—6,415-6,415-100%$433.5K———
Bcgm Wealth Management, LLC
N/A—6,363-6,363-100%$430.0K———
EWA, LLC
N/A—6,227-6,227-100%$420.8K———
AE Wealth Management LLC
N/A—6,115-6,115-100%$413.3K———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—6,097-6,097-100%$412.1K———
Walter & Keenan Wealth Management LLC
N/A—5,630-5,630-100%$380.5K———
Adapt Wealth Advisors, LLC
N/A—5,499-5,499-100%$371.6K———
Gallagher Fiduciary Advisors, LLC
N/A—5,322-5,322-100%$359.7K———
Cerity Partners LLC
N/A—5,300-5,300-100%$358.2K———
Resurgent Financial Advisors LLC
N/A—5,294-5,294-100%$357.8K———
Essex Financial Services, Inc.
N/A—4,695-4,695-100%$317.3K———
Perennial Investment Advisors, LLC
N/A—4,605-4,605-100%$311.2K———
Keystone Financial Group
N/A—4,363-4,363-100%$294.8K———
Betterment LLC
N/A—4,353-4,353-100%$294.0K———
Fortis Advisors, LLC
N/A—4,128-4,128-100%$279.0K———
Cauble & Harre Wealth Management, Inc.
N/A—4,107-4,107-100%$277.6K———
Allred Capital Management, LLC
N/A—4,053-4,053-100%$273.9K———
Whittier Trust Co of Nevada Inc
N/A—3,960-3,960-100%$268.6K———
Summitpoint Capital Management
N/A—3,835-3,835-100%$259.2K———
Keating Financial Advisory Services, Inc.
N/A—3,676-3,676-100%$248.5K———
Kovack Advisors, Inc.
N/A—3,604-3,604-100%$243.5K———
Pasadena Private Wealth, LLC
N/A—3,561-3,561-100%$240.7K———
Bank of Marin
N/A—3,400-3,400-100%$229.8K———
Sequoia Financial Advisors, LLC
N/A—3,317-3,317-100%$224.2K———
First Trust Advisors LP
N/A—3,255-3,255-100%$220.0K———
Prosperity Bancshares Inc
N/A—3,170-3,170-100%$214.2K———
Capstone Wealth Management, Inc.
N/A—3,000-3,000-100%$202.9K———
Ancora Advisors LLCA
N/A—2,775-2,775-100%$187.5K———
LRI Investments, LLC
N/A—1,899-1,899-100%$128.3K———
Millstone Evans Group, LLC
N/A—1,870-1,870-100%$126.4K———
Centaurus Financial, Inc.
N/A—1,870-1,870-100%$126.0K———
FMR LLC
N/A—1,245-1,245-100%$84.1K———
BlackRock, Inc.
N/A—884-884-100%$59.7K———
HHM Wealth Advisors, LLC
N/A—490-490-100%$33.1K———
Aptus Capital Advisors, LLC
N/A—394-394-100%$26.6K———
FAS Wealth Partners, Inc.
N/A—300-300-100%$20.3K———
Ameriflex Group, Inc.
N/A—159-159-100%$10.7K———
Investors Portfolio Services LLC
N/A—128-128-100%$8.6K———
Smartleaf Asset Management LLC
N/A—64-64-100%$4.3K———
Arax Advisory Partners
N/A—30-30-100%$2.0K———
O'shaughnessy Asset Management, LLC
N/A—2-2-100%$135———
Showing 411 of 411 institutions