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Janus Henderson AAA CLO ETF (JAAA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares14,997,823 from 13,027,417
Change+1,970,406 (+15%)
Value$756.9M (+$99.2M)
Filed 2026-11-06
Rpoa Advisors, Inc.
NEW
Shares6,214,070
Change+6,214,070
Value$313.6M
Filed 2026-10-19
Barings LLC
INCREASED
Shares6,000,000 from 4,909,176
Change+1,090,824 (+22%)
Value$302.8M (+$55.0M)
Filed 2026-10-22
Keybank National Association
INCREASED
Shares5,813,423 from 5,016,481
Change+796,942 (+16%)
Value$293.4M (+$40.1M)
Filed 2026-11-04
Sage Mountain Advisors LLC
DECREASED
Shares5,438,759 from 5,596,571
Change-157,812 (-3%)
Value$274.5M (-$8.1M)
Filed 2026-11-02
Arch Capital Group Ltd.
UNCHANGED
Shares3,941,665 from 3,941,665
Change0 (0%)
Value$198.9M (-$79.2K)
Filed 2026-11-04
Signaturefd, LLC
INCREASED
Shares3,720,260 from 3,586,933
Change+133,327 (+4%)
Value$187.8M (+$6.7M)
Filed 2026-10-23
Kestra Advisory Services, LLC
INCREASED
Shares3,522,795 from 3,191,229
Change+331,566 (+10%)
Value$178.5M (+$17.4M)
Filed 2026-11-02
Midland Wealth Advisors, LLC
DECREASED
Shares3,214,293 from 3,668,696
Change-454,403 (-12%)
Value$162.2M (-$23.0M)
Filed 2026-10-26
Greenleaf Trust
INCREASED
Shares2,694,444 from 2,501,173
Change+193,271 (+8%)
Value$136.0M (+$9.7M)
Filed 2026-10-29
Truist Financial Corp
INCREASED
Shares2,564,403 from 2,396,247
Change+168,156 (+7%)
Value$129.4M (+$8.4M)
Filed 2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares2,166,829 from 2,171,507
Change-4,678 (0%)
Value$109.4K (-$109.5M)
Filed 2026-11-02
Verdence Capital Advisors LLC
INCREASED
Shares2,129,157 from 969,793
Change+1,159,364 (+120%)
Value$107.5M (+$58.5M)
Filed 2026-10-26
Advisors Management Group Inc
INCREASED
Shares2,034,585 from 1,968,855
Change+65,730 (+3%)
Value$102.7M (+$3.3M)
Filed 2026-11-05
Commonwealth Equity Services, LLC
INCREASED
Shares1,917,448 from 1,774,345
Change+143,103 (+8%)
Value$96.8M (+$7.2M)
Filed 2026-11-02
Obermeyer Wealth Partners
INCREASED
Shares1,839,357 from 1,631,646
Change+207,711 (+13%)
Value$92.8M (+$10.5M)
Filed 2026-10-21
Merit Financial Group, LLC
DECREASED
Shares1,667,341 from 1,696,203
Change-28,862 (-2%)
Value$84.2M (-$1.5M)
Filed 2026-11-06
Johnson Financial Group, LLC
INCREASED
Shares1,602,569 from 155,172
Change+1,447,397 (+933%)
Value$80.9M (+$73.0M)
Filed 2026-11-03
Simon Quick Advisors, LLC
INCREASED
Shares1,460,864 from 1,242,046
Change+218,818 (+18%)
Value$73.7M (+$11.0M)
Filed 2026-10-26
Bank of New York Mellon Corp
DECREASED
Shares1,401,318 from 1,479,152
Change-77,834 (-5%)
Value$70.7M (-$4.0M)
Filed 2026-11-05
Gradient Investments LLC
DECREASED
Shares1,247,618 from 1,325,757
Change-78,139 (-6%)
Value$63.0M (-$4.0M)
Filed 2026-10-08
Advisor OS, LLC
INCREASED
Shares1,229,555 from 1,207,725
Change+21,830 (+2%)
Value$62.1M (+$1.1M)
Filed 2026-11-03
Atwood & Palmer Inc
INCREASED
Shares1,224,066 from 1,170,199
Change+53,867 (+5%)
Value$61.8M (+$2.7M)
Filed 2026-10-08
CGC Financial Services, LLC
INCREASED
Shares1,154,878 from 1,130,990
Change+23,888 (+2%)
Value$58.3M (+$1.2M)
Filed 2026-10-13
Fragasso Financial Advisors Inc
INCREASED
Shares1,128,174 from 1,071,914
Change+56,260 (+5%)
Value$57.0M (+$2.9M)
Filed 2026-10-13
Traphagen Investment Advisors LLC
INCREASED
Shares970,967 from 880,835
Change+90,132 (+10%)
Value$49.0M (+$4.5M)
Filed 2026-10-14
Bell Bank
DECREASED
Shares895,746 from 918,178
Change-22,432 (-2%)
Value$45.2M (-$1.2M)
Filed 2026-10-21
Inspirion Wealth Advisors, LLC
INCREASED
Shares872,789 from 860,352
Change+12,437 (+1%)
Value$44.0M (+$601.9K)
Filed 2026-10-09
Nottingham Advisors, Inc.
INCREASED
Shares866,243 from 597,437
Change+268,806 (+45%)
Value$43.7M (+$3.2M)
Filed 2026-10-29
Apollon Wealth Management, LLC
INCREASED
Shares861,234 from 767,578
Change+93,656 (+12%)
Value$43.5M (+$4.7M)
Filed 2026-10-23
Destiny Wealth Partners, LLC
INCREASED
Shares856,369 from 722,899
Change+133,470 (+18%)
Value$43.2M (+$6.7M)
Filed 2026-11-05
Alpine Bank Wealth Management
INCREASED
Shares818,865 from 734,486
Change+84,379 (+11%)
Value$41.3M (+$4.2M)
Filed 2026-10-16
J.W. Cole Advisors, Inc.
INCREASED
Shares807,885 from 697,745
Change+110,140 (+16%)
Value$40.8M (+$5.5M)
Filed 2026-11-05
Vise Technologies, Inc.
INCREASED
Shares783,453 from 202,430
Change+581,023 (+287%)
Value$39.5M (+$29.3M)
Filed 2026-10-29
Evergreen Capital Management LLC
DECREASED
Shares724,868 from 884,464
Change-159,596 (-18%)
Value$36.7M (-$8.1M)
Filed 2026-10-23
Adventist Health System Sunbelt Healthcare Corp
NEW
Shares695,300
Change+695,300
Value$35.1M
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares681,344 from 583,640
Change+97,704 (+17%)
Value$34.4M (+$4.9M)
Filed 2026-10-13
RMG Wealth Management LLC
NEW
Shares670,861
Change+670,861
Value$33.9M
Filed 2026-10-26
Cornerstone Advisory, LLC
INCREASED
Shares642,629 from 475,016
Change+167,613 (+35%)
Value$32.4M (+$8.4M)
Filed 2026-11-06
New England Private Wealth Advisors LLC
INCREASED
Shares640,997 from 638,879
Change+2,118 (+0%)
Value$32.4M (-$8.1K)
Filed 2026-10-19
Albion Financial Group
INCREASED
Shares631,306 from 603,903
Change+27,403 (+5%)
Value$31.9M (+$1.4M)
Filed 2026-10-21
Sowell Financial Services LLC
INCREASED
Shares628,105 from 622,822
Change+5,283 (+1%)
Value$31.7M (+$254.2K)
Filed 2026-10-23
Cornerstone Advisors Asset Management, LLC
DECREASED
Shares622,936 from 639,953
Change-17,017 (-3%)
Value$31.4M (-$871.6K)
Filed 2026-11-06
Brookstone Capital Management
INCREASED
Shares621,169 from 613,088
Change+8,081 (+1%)
Value$31.4M (+$395.6K)
Filed 2026-10-22
Waldron Private Wealth LLC
INCREASED
Shares618,741 from 536,366
Change+82,375 (+15%)
Value$31.4M (+$4.3M)
Filed 2026-11-02
Firethorn Wealth Partners, LLC
DECREASED
Shares601,290 from 604,676
Change-3,386 (-1%)
Value$30.3M (-$182.9K)
Filed 2026-10-14
Diesslin Group, Inc.
DECREASED
Shares588,894 from 592,671
Change-3,777 (-1%)
Value$29.7M (-$202.5K)
Filed 2026-10-14
CX Institutional
DECREASED
Shares585,687 from 668,819
Change-83,132 (-12%)
Value$29.6K (-$4.2K)
Filed 2026-10-02
Leelyn Smith, LLC
INCREASED
Shares553,652 from 10,499
Change+543,153 (+5173%)
Value$27.9M (+$27.4M)
Filed 2026-11-03
Savant Capital, LLC
INCREASED
Shares551,695 from 323,280
Change+228,415 (+71%)
Value$27.8M (+$11.5M)
Filed 2026-11-06
Kestra Private Wealth Services, LLC
INCREASED
Shares512,396 from 469,569
Change+42,827 (+9%)
Value$25.9M (+$2.2M)
Filed 2026-11-06
CVS Health Corp
INCREASED
Shares500,000 from 98,795
Change+401,205 (+406%)
Value$25.2M (+$20.2M)
Filed 2026-11-05
Members Capital Advisors Inc
UNCHANGED
Shares498,236 from 498,236
Change0 (0%)
Value$25.1M (-$10.0K)
Filed 2026-10-26
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares494,308 from 472,036
Change+22,272 (+5%)
Value$24.9M (+$1.1M)
Filed 2026-10-20
PFS Partners, LLC
INCREASED
Shares492,803 from 470,572
Change+22,231 (+5%)
Value$24.9M (+$1.1M)
Filed 2026-10-21
Compass Financial Management LLC
INCREASED
Shares488,743 from 357,142
Change+131,601 (+37%)
Value$24.7M (+$6.6M)
Filed 2026-10-30
Dynamic Financial Group
INCREASED
Shares474,882 from 427,670
Change+47,212 (+11%)
Value$24.0M (+$2.4M)
Filed 2026-10-28
Stonebridge Financial Group, LLC
INCREASED
Shares447,579 from 185,270
Change+262,309 (+142%)
Value$22.6M (+$13.2M)
Filed 2026-10-01
Facet Wealth, Inc.
INCREASED
Shares446,091 from 294,148
Change+151,943 (+52%)
Value$22.5M (+$7.7M)
Filed 2026-11-04
Ocean Park Asset Management, LLC
INCREASED
Shares413,500 from 110,400
Change+303,100 (+275%)
Value$20.9M (+$15.3M)
Filed 2026-10-21
Great Point Wealth Advisors, LLC
INCREASED
Shares408,775 from 390,056
Change+18,719 (+5%)
Value$20.6M (+$936.9K)
Filed 2026-10-15
Whipplewood Advisors, LLC
INCREASED
Shares399,284 from 326,599
Change+72,685 (+22%)
Value$20.2M (+$3.7M)
Filed 2026-10-20
Park Avenue Securities LLC
INCREASED
Shares396,118 from 359,233
Change+36,885 (+10%)
Value$20.0K (-$18.1M)
Filed 2026-10-26
Fusion Capital, LLC
DECREASED
Shares395,114 from 400,512
Change-5,398 (-1%)
Value$19.9M (-$280.5K)
Filed 2026-10-28
Markowski Investments
DECREASED
Shares389,794 from 407,951
Change-18,157 (-4%)
Value$19.7M (-$924.5K)
Filed 2026-10-30
AlphaCore Capital LLC
DECREASED
Shares386,553 from 515,393
Change-128,840 (-25%)
Value$19.6M (-$6.5M)
Filed 2026-11-04
Northcape Wealth Management, LLC
INCREASED
Shares384,377 from 382,898
Change+1,479 (+0%)
Value$19.4M (+$67.0K)
Filed 2026-11-04
Total Clarity Wealth Management, Inc.
INCREASED
Shares375,889 from 273,242
Change+102,647 (+38%)
Value$19.0M (+$5.2M)
Filed 2026-10-26
ARQ Wealth Advisors, LLC
INCREASED
Shares374,231 from 329,401
Change+44,830 (+14%)
Value$18.9M (+$2.2M)
Filed 2026-10-29
Cadent Capital Advisors, LLC
INCREASED
Shares372,108 from 298,022
Change+74,086 (+25%)
Value$18.8M (+$3.7M)
Filed 2026-10-09
Farther Finance Advisors, LLC
INCREASED
Shares365,253 from 325,869
Change+39,384 (+12%)
Value$18.4M (+$2.0M)
Filed 2026-10-08
Creative Financial Designs Inc
INCREASED
Shares349,577 from 30,648
Change+318,929 (+1041%)
Value$17.6M (+$16.1M)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
DECREASED
Shares340,856 from 362,985
Change-22,129 (-6%)
Value$17.2M (-$1.1M)
Filed 2026-10-16
Alliance Wealth Advisors, LLC
INCREASED
Shares338,708 from 305,074
Change+33,634 (+11%)
Value$17.1M (+$1.7M)
Filed 2026-10-28
TT Capital Management LLC
DECREASED
Shares333,376 from 439,807
Change-106,431 (-24%)
Value$16.8M (-$5.4M)
Filed 2026-10-15
Interchange Capital Partners, LLC
INCREASED
Shares320,008 from 223,046
Change+96,962 (+43%)
Value$15.8M (+$4.5M)
Filed 2026-10-28
Voisard Asset Management Group, Inc.
INCREASED
Shares316,904 from 289,998
Change+26,906 (+9%)
Value$16.0M (+$1.4M)
Filed 2026-10-13
SeaBridge Investment Advisors LLC
INCREASED
Shares312,743 from 288,801
Change+23,942 (+8%)
Value$15.8M (+$1.2M)
Filed 2026-11-02
CIBC Asset Management Inc
INCREASED
Shares307,000 from 125,000
Change+182,000 (+146%)
Value$15.5M (+$9.2M)
Filed 2026-11-05
Norden Group LLC
INCREASED
Shares301,342 from 50,043
Change+251,299 (+502%)
Value$15.2M (+$12.7M)
Filed 2026-10-20
MRA Advisory Group
INCREASED
Shares296,425 from 247,424
Change+49,001 (+20%)
Value$15.0M (+$2.5M)
Filed 2026-10-07
Verus Capital Partners, LLC
INCREASED
Shares295,808 from 250,825
Change+44,983 (+18%)
Value$14.9M (+$2.3M)
Filed 2026-11-03
Santori & Peters, Inc.
INCREASED
Shares294,535 from 247,139
Change+47,396 (+19%)
Value$14.9M (+$2.4M)
Filed 2026-10-26
Fortitude Family Office, LLC
INCREASED
Shares292,291 from 136,295
Change+155,996 (+114%)
Value$14.8M (+$7.9M)
Filed 2026-10-14
Crumly & Associates Inc.
INCREASED
Shares285,220 from 276,101
Change+9,119 (+3%)
Value$14.4M (+$454.7K)
Filed 2026-10-07
PNC Financial Services Group, Inc.
INCREASED
Shares277,187 from 4,377
Change+272,810 (+6233%)
Value$14.0M (+$13.8M)
Filed 2026-11-06
Signature Wealth Management Partners, LLC
INCREASED
Shares274,459 from 267,076
Change+7,383 (+3%)
Value$13.9M (+$367.3K)
Filed 2026-10-21
NBZ Investment Advisors LLC
DECREASED
Shares272,789 from 274,249
Change-1,460 (-1%)
Value$13.8M (-$79.2K)
Filed 2026-10-30
Financial Security Advisor, Inc.
DECREASED
Shares265,669 from 272,933
Change-7,264 (-3%)
Value$13.5M (-$373.1K)
Filed 2026-11-03
IFP Advisors, Inc
INCREASED
Shares257,265 from 228,282
Change+28,983 (+13%)
Value$13.0M (+$1.5M)
Filed 2026-10-16
Thrivent Financial for Lutherans
NEW
Shares254,156
Change+254,156
Value$12.8M
Filed 2026-11-05
Nilsine Partners, LLC
INCREASED
Shares251,825 from 237,062
Change+14,763 (+6%)
Value$12.7M (+$740.3K)
Filed 2026-11-02
Independent Financial Group, LLC
INCREASED
Shares247,805 from 227,639
Change+20,166 (+9%)
Value$12.5M (+$1.0M)
Filed 2026-10-13
White Pine Investment Co
INCREASED
Shares243,232 from 235,578
Change+7,654 (+3%)
Value$12.3K (-$11.9M)
Filed 2026-10-15
Innova Wealth Partners
INCREASED
Shares239,773 from 199,774
Change+39,999 (+20%)
Value$12.1M (+$2.0M)
Filed 2026-10-21
Apollon Financial, LLC
INCREASED
Shares235,755 from 188,585
Change+47,170 (+25%)
Value$11.9M (+$2.4M)
Filed 2026-10-23
HCR Wealth Advisors
INCREASED
Shares235,714 from 199,097
Change+36,617 (+18%)
Value$11.9M (+$1.8M)
Filed 2026-10-15
eCIO, Inc.
INCREASED
Shares234,685 from 220,349
Change+14,336 (+7%)
Value$11.9M (+$728.5K)
Filed 2026-11-02
RiverTree Advisors, LLC
DECREASED
Shares232,317 from 232,529
Change-212 (0%)
Value$11.7M (-$15.4K)
Filed 2026-10-13
Finivi Inc.
NEW
Shares231,681
Change+231,681
Value$11.7M
Filed 2026-10-13
MGO One Seven LLC
DECREASED
Shares229,841 from 264,981
Change-35,140 (-13%)
Value$11.6M (-$1.8M)
Filed 2026-10-28
Paragon Advisors, LLC
INCREASED
Shares229,708 from 195,168
Change+34,540 (+18%)
Value$11.6M (+$1.7M)
Filed 2026-11-03
Hidden Cove Wealth Management, LLC
DECREASED
Shares227,828 from 248,318
Change-20,490 (-8%)
Value$11.5M (-$1.0M)
Filed 2026-10-19
Sovran Advisors, LLC
INCREASED
Shares225,245 from 185,516
Change+39,729 (+21%)
Value$11.4M (+$2.0M)
Filed 2026-11-02
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares224,215 from 213,931
Change+10,284 (+5%)
Value$11.3M (+$514.7K)
Filed 2026-10-13
Atria Investments, Inc
DECREASED
Shares221,484 from 409,467
Change-187,983 (-46%)
Value$11.2M (-$9.5M)
Filed 2026-10-15
Compass Financial Group, Inc.
INCREASED
Shares212,344 from 209,475
Change+2,869 (+1%)
Value$10.7M (+$140.6K)
Filed 2026-11-06
Greystone Financial Group, LLC
NEW
Shares212,204
Change+212,204
Value$10.7M
Filed 2026-10-26
RFG Advisory, LLC
INCREASED
Shares211,390 from 205,295
Change+6,095 (+3%)
Value$10.7M (+$303.5K)
Filed 2026-11-03
Secure Asset Management, LLC
INCREASED
Shares209,170 from 204,778
Change+4,392 (+2%)
Value$10.6M (+$217.6K)
Filed 2026-10-19
Westover Capital Advisors, LLC
INCREASED
Shares208,416 from 191,266
Change+17,150 (+9%)
Value$10.5M (+$861.7K)
Filed 2026-10-26
Fiduciary Financial Group, LLC
NEW
Shares203,509
Change+203,509
Value$10.3M
Filed 2026-10-13
Ifrah Financial Services, Inc.
INCREASED
Shares203,447 from 200,111
Change+3,336 (+2%)
Value$10.3M (+$164.4K)
Filed 2026-10-13
Auour Investments LLC
INCREASED
Shares202,252 from 168,737
Change+33,515 (+20%)
Value$10.2M (+$1.7M)
Filed 2026-10-28
Beaumont Asset Management, L.L.C.
INCREASED
Shares201,735 from 104,415
Change+97,320 (+93%)
Value$10.2M (+$4.9M)
Filed 2026-10-16
Diversify Advisory Services, LLC
DECREASED
Shares200,297 from 202,777
Change-2,480 (-1%)
Value$10.1M (-$143.7K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares200,297 from 202,777
Change-2,480 (-1%)
Value$10.1M (-$143.7K)
Filed 2026-10-20
E6 Portfolios, LLC
INCREASED
Shares196,568 from 164,266
Change+32,302 (+20%)
Value$9.9M (+$1.6M)
Filed 2026-10-26
BNB Wealth Management, LLC
INCREASED
Shares193,455 from 125,217
Change+68,238 (+55%)
Value$9.8M (+$3.4M)
Filed 2026-10-28
Clearview Wealth Management LLC
DECREASED
Shares193,279 from 222,426
Change-29,147 (-13%)
Value$9.8M (-$1.5M)
Filed 2026-10-16
Kapitalo Investimentos Ltda
NEW
Shares191,640
Change+191,640
Value$9.7M
Filed 2026-10-20
Weaver Consulting Group
INCREASED
Shares191,191 from 188,986
Change+2,205 (+1%)
Value$9.6M (+$107.5K)
Filed 2026-10-07
IVC Wealth Advisors LLC
INCREASED
Shares190,947 from 182,973
Change+7,974 (+4%)
Value$9.6M (+$398.8K)
Filed 2026-10-23
Oppenheimer & Co Inc
INCREASED
Shares189,499 from 163,633
Change+25,866 (+16%)
Value$9.6M (+$1.3M)
Filed 2026-10-26
Denver PWM, LLC
DECREASED
Shares188,015 from 188,939
Change-924 (0%)
Value$9.5M (-$71.2K)
Filed 2026-10-22
Brown Wealth Management, LLC
INCREASED
Shares184,227 from 175,545
Change+8,682 (+5%)
Value$9.3M (+$434.7K)
Filed 2026-10-20
Asset Allocation & Management Company, LLC
INCREASED
Shares182,683 from 127,733
Change+54,950 (+43%)
Value$9.2K (+$2.8K)
Filed 2026-10-13
Carrera Capital Advisors
INCREASED
Shares180,202 from 167,582
Change+12,620 (+8%)
Value$9.1M (+$636.3K)
Filed 2026-11-03
Prairie Advisory, LLC
INCREASED
Shares178,120 from 88,056
Change+90,064 (+102%)
Value$9.0M (+$4.5M)
Filed 2026-10-19
Comprehensive Financial Planning, Inc.
DECREASED
Shares173,363 from 174,067
Change-704 (0%)
Value$8.7M (-$39.0K)
Filed 2026-10-27
HUB Investment Partners, LLC
INCREASED
Shares172,088 from 123,840
Change+48,248 (+39%)
Value$8.7M (+$2.4M)
Filed 2026-11-03
Sterling Investment Management, LLC
DECREASED
Shares170,712 from 176,782
Change-6,070 (-3%)
Value$8.6M (-$309.9K)
Filed 2026-10-16
Regent Peak Wealth Advisors LLC
INCREASED
Shares169,420 from 165,665
Change+3,755 (+2%)
Value$8.6M (+$186.2K)
Filed 2026-10-13
Fortis Group Advisors, LLC
INCREASED
Shares167,654 from 151,706
Change+15,948 (+11%)
Value$8.5M (+$796.8K)
Filed 2026-11-06
StrongBox Wealth, LLC
INCREASED
Shares166,241 from 95,014
Change+71,227 (+75%)
Value$8.4M (+$3.6M)
Filed 2026-11-02
BIP Wealth, LLC
DECREASED
Shares165,275 from 171,585
Change-6,310 (-4%)
Value$8.3M (-$321.9K)
Filed 2026-10-22
Northbridge Financial Group, LLC
INCREASED
Shares162,802 from 154,101
Change+8,701 (+6%)
Value$8.2M (+$440.9K)
Filed 2026-11-05
Lionshead Wealth Management, LLC
DECREASED
Shares160,868 from 162,857
Change-1,989 (-1%)
Value$8.2M (-$105.2K)
Filed 2026-10-21
Englebert Financial Advisers, LLC
INCREASED
Shares158,320 from 158,003
Change+317 (+0%)
Value$8.0M (+$12.8K)
Filed 2026-10-20
Guardian Financial Partners, LLC
INCREASED
Shares154,197 from 139,867
Change+14,330 (+10%)
Value$7.8M (+$720.4K)
Filed 2026-11-04
Sage Advisory Services, Ltd.Co.
INCREASED
Shares153,032 from 77,527
Change+75,505 (+97%)
Value$7.7M (+$3.8M)
Filed 2026-10-29
Harbor Investment Advisory, LLC
INCREASED
Shares151,773 from 143,662
Change+8,111 (+6%)
Value$7.7M (+$406.5K)
Filed 2026-10-13
Goelzer Investment Management, Inc.
INCREASED
Shares151,641 from 123,307
Change+28,334 (+23%)
Value$7.7M (+$1.4M)
Filed 2026-10-16
Citigroup Inc
INCREASED
Shares148,914 from 119,934
Change+28,980 (+24%)
Value$7.5M (+$1.5M)
Filed 2026-11-04
Financial Enhancement Group LLC
INCREASED
Shares146,040 from 135,302
Change+10,738 (+8%)
Value$7.4M (+$545.1K)
Filed 2026-10-08
Clearstead Advisors, LLC
DECREASED
Shares145,783 from 162,708
Change-16,925 (-10%)
Value$7.4M (-$857.5K)
Filed 2026-11-06
Fifth Third Bancorp
INCREASED
Shares145,309 from 142,732
Change+2,577 (+2%)
Value$7.3M (+$127.2K)
Filed 2026-11-05
Power Wealth Management LLC
NEW
Shares145,213
Change+145,213
Value$7.3M
Filed 2026-10-27
Future Financial Wealth Managment LLC
INCREASED
Shares144,774 from 140,923
Change+3,851 (+3%)
Value$7.3M (+$171.8K)
Filed 2026-10-15
Wealthcare Advisory Partners LLC
INCREASED
Shares144,717 from 142,568
Change+2,149 (+2%)
Value$7.3M (+$105.6K)
Filed 2026-10-21
Syntegra Private Wealth Group, LLC
INCREASED
Shares135,859 from 132,279
Change+3,580 (+3%)
Value$6.9M (+$178.0K)
Filed 2026-10-13
Quad-Cities Investment Group, LLC
DECREASED
Shares135,110 from 136,502
Change-1,392 (-1%)
Value$6.8M (-$73.0K)
Filed 2026-10-16
Signal Advisors Wealth, LLC
INCREASED
Shares134,968 from 125,266
Change+9,702 (+8%)
Value$6.8M (+$487.1K)
Filed 2026-10-13
M Holdings Securities, Inc.
INCREASED
Shares134,893 from 69,674
Change+65,219 (+94%)
Value$6.8M (+$3.3M)
Filed 2026-11-03
Beacon Financial Group
INCREASED
Shares134,567 from 129,670
Change+4,897 (+4%)
Value$6.8M (+$244.5K)
Filed 2026-10-19
Valmark Advisers, Inc.
INCREASED
Shares133,476 from 120,229
Change+13,247 (+11%)
Value$6.7M (+$666.2K)
Filed 2026-11-06
Market Street Wealth Management Advisors LLC
NEW
Shares132,851
Change+132,851
Value$6.7M
Filed 2026-10-09
Lido Advisors, LLC
INCREASED
Shares131,156 from 112,064
Change+19,092 (+17%)
Value$6.6M (+$955.8K)
Filed 2026-11-04
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares129,620 from 99,794
Change+29,826 (+30%)
Value$6.5M (+$1.5M)
Filed 2026-10-07
Liberty Atlantic Advisors LLC
INCREASED
Shares129,261 from 108,980
Change+20,281 (+19%)
Value$6.5M (+$1.0M)
Filed 2026-10-14
Curtis Advisory Group, LLC
INCREASED
Shares128,724 from 123,384
Change+5,340 (+4%)
Value$6.5M (+$267.0K)
Filed 2026-10-28
IFC & Insurance Marketing, Inc.
INCREASED
Shares127,114 from 118,320
Change+8,794 (+7%)
Value$6.4M (+$448.0K)
Filed 2026-10-16
Core Wealth Partners LLC
INCREASED
Shares125,943 from 84,109
Change+41,834 (+50%)
Value$6.4M (+$2.1M)
Filed 2026-11-02
Sound Portfolio Advisors, LLC
INCREASED
Shares125,334 from 89,050
Change+36,284 (+41%)
Value$6.3M (+$1.8M)
Filed 2026-11-05
MBA Advisors LLC
DECREASED
Shares124,856 from 130,193
Change-5,337 (-4%)
Value$6.3M (-$272.0K)
Filed 2026-10-29
J.Safra Asset Management Corp
INCREASED
Shares122,967 from 109,906
Change+13,061 (+12%)
Value$6.2M (+$657.0K)
Filed 2026-11-03
Lincoln Capital Corp
INCREASED
Shares122,570 from 120,840
Change+1,730 (+1%)
Value$6.2M (+$84.9K)
Filed 2026-10-13
Three Magnolias Financial Advisors, LLC
DECREASED
Shares122,150 from 123,268
Change-1,118 (-1%)
Value$6.2M (-$58.9K)
Filed 2026-10-14
Stirlingshire Investments, Inc.
INCREASED
Shares121,504 from 93,437
Change+28,067 (+30%)
Value$6.2M (+$1.4M)
Filed 2026-11-05
Howard Wealth Management, LLC
INCREASED
Shares121,060 from 100,177
Change+20,883 (+21%)
Value$6.1M (+$1.1M)
Filed 2026-10-28
Visionary Wealth Advisors
INCREASED
Shares120,719 from 115,521
Change+5,198 (+5%)
Value$6.1M (+$260.0K)
Filed 2026-11-04
Ridgeline Wealth, LLC
DECREASED
Shares116,027 from 121,588
Change-5,561 (-5%)
Value$5.9M (-$273.8K)
Filed 2026-10-14
Crusonia Wealth Advisors LLC
INCREASED
Shares115,448 from 90,564
Change+24,884 (+27%)
Value$5.8M (+$1.3M)
Filed 2026-10-26
Financial Partners Group, Inc
INCREASED
Shares114,616 from 88,352
Change+26,264 (+30%)
Value$5.8M (+$1.3M)
Filed 2026-10-19
Paragon Capital Management Inc
DECREASED
Shares113,248 from 116,522
Change-3,274 (-3%)
Value$5.7M (-$167.6K)
Filed 2026-10-15
Virtue Capital Management, LLC
INCREASED
Shares111,259 from 103,618
Change+7,641 (+7%)
Value$5.6M (+$383.6K)
Filed 2026-10-29
Kelly Financial Services LLC
DECREASED
Shares108,357 from 129,226
Change-20,869 (-16%)
Value$5.5M (-$1.1M)
Filed 2026-10-20
Ballast Rock Private Wealth LLC
DECREASED
Shares107,420 from 199,007
Change-91,587 (-46%)
Value$5.4M (-$4.6M)
Filed 2026-10-26
Mirae Asset Global Investments Co., Ltd.
NEW
Shares105,007
Change+105,007
Value$5.3M
Filed 2026-11-03
US Bancorp \de\
DECREASED
Shares104,821 from 106,115
Change-1,294 (-1%)
Value$5.3M (-$67.4K)
Filed 2026-11-05
Cynosure Group, LLC
DECREASED
Shares104,238 from 160,474
Change-56,236 (-35%)
Value$5.3M (-$2.8M)
Filed 2026-11-03
Split Rock Private Trading & Wealth Management, LLC
DECREASED
Shares103,327 from 112,112
Change-8,785 (-8%)
Value$5.2M (-$445.6K)
Filed 2026-10-15
Opinicus Capital, Inc.
INCREASED
Shares101,665 from 63,074
Change+38,591 (+61%)
Value$5.1M (+$1.9M)
Filed 2026-10-28
Wespac Advisors SoCal, LLC
DECREASED
Shares101,660 from 236,757
Change-135,097 (-57%)
Value$5.1M (-$6.8M)
Filed 2026-10-13
Summit Financial Strategies, Inc.
INCREASED
Shares100,121 from 91,014
Change+9,107 (+10%)
Value$5.1M (+$457.8K)
Filed 2026-10-14
Bulwark Capital Corp
INCREASED
Shares98,346 from 94,428
Change+3,918 (+4%)
Value$5.0M (+$195.9K)
Filed 2026-10-13
Chicago Partners Investment Group LLC
INCREASED
Shares97,847 from 12,244
Change+85,603 (+699%)
Value$5.0M (+$4.3M)
Filed 2026-10-27
VestGen Advisors, LLC
INCREASED
Shares97,471 from 88,374
Change+9,097 (+10%)
Value$4.9M (+$457.4K)
Filed 2026-10-27
Flagship Capital Management Inc.
INCREASED
Shares97,387 from 96,849
Change+538 (+1%)
Value$4.9M (+$25.2K)
Filed 2026-10-20
Koshinski Asset Management, Inc.
INCREASED
Shares95,556 from 86,366
Change+9,190 (+11%)
Value$4.8M (+$462.1K)
Filed 2026-10-29
Capital Investment Advisory Services, LLC
INCREASED
Shares95,403 from 84,703
Change+10,700 (+13%)
Value$4.8M (+$538.4K)
Filed 2026-10-30
Legacy Capital Wealth Partners, LLC
INCREASED
Shares93,387 from 92,617
Change+770 (+1%)
Value$4.7M (+$37.0K)
Filed 2026-10-21
Gibbs Wealth Management
INCREASED
Shares92,889 from 80,292
Change+12,597 (+16%)
Value$4.7M (+$634.2K)
Filed 2026-10-22
Cox Capital Mgt LLC
DECREASED
Shares92,808 from 100,862
Change-8,054 (-8%)
Value$4.7M (-$408.5K)
Filed 2026-10-07
Indivisible Partners
INCREASED
Shares92,804 from 46,947
Change+45,857 (+98%)
Value$4.7M (+$2.3M)
Filed 2026-10-26
Winebrenner Capital Management LLC
DECREASED
Shares91,191 from 95,549
Change-4,358 (-5%)
Value$4.6M (-$221.9K)
Filed 2026-10-07
Breakwater Capital Group
INCREASED
Shares90,953 from 80,613
Change+10,340 (+13%)
Value$4.6M (+$520.2K)
Filed 2026-10-09
Diversified Portfolios, Inc.
INCREASED
Shares90,881 from 36,044
Change+54,837 (+152%)
Value$4.6M (+$2.8M)
Filed 2026-11-04
Walser Wealth Management Company, A Ltd Liability Co
DECREASED
Shares89,912 from 95,866
Change-5,954 (-6%)
Value$4.5M (-$302.4K)
Filed 2026-10-15
Toth Financial Advisory Corp
INCREASED
Shares89,804 from 37,294
Change+52,510 (+141%)
Value$4.5M (+$2.6M)
Filed 2026-10-08
Elevation Point Wealth Partners, LLC
INCREASED
Shares89,005 from 68,267
Change+20,738 (+30%)
Value$4.5M (+$1.0M)
Filed 2026-11-05
Mendel Money Management
INCREASED
Shares88,723 from 78,972
Change+9,751 (+12%)
Value$4.5M (+$490.3K)
Filed 2026-11-02
QTR Family Wealth, LLC
INCREASED
Shares88,645 from 84,979
Change+3,666 (+4%)
Value$4.5M (+$183.3K)
Filed 2026-11-02
Ascentis Independent Advisors
INCREASED
Shares88,174 from 24,573
Change+63,601 (+259%)
Value$4.5M (+$3.2M)
Filed 2026-11-03
Central Pacific Bank - Trust Division
DECREASED
Shares87,170 from 111,405
Change-24,235 (-22%)
Value$4.4M (-$1.2M)
Filed 2026-10-06
Alpha Zero LLC
INCREASED
Shares86,786 from 72,474
Change+14,312 (+20%)
Value$4.4M (+$715.1K)
Filed 2026-11-06
Sanchez Wealth Management Group
DECREASED
Shares85,147 from 999,572
Change-914,425 (-91%)
Value$4.3M (-$46.2M)
Filed 2026-11-02
Basso Capital Management, L.P.
INCREASED
Shares85,136 from 60,433
Change+24,703 (+41%)
Value$4.3M (+$1.2M)
Filed 2026-10-30
AdvisorNet Financial, Inc
INCREASED
Shares83,797 from 62,042
Change+21,755 (+35%)
Value$4.2M (+$1.1M)
Filed 2026-10-15
Accel Wealth Management
DECREASED
Shares82,206 from 86,453
Change-4,247 (-5%)
Value$4.1M (-$216.1K)
Filed 2026-10-13
PFG Advisors
INCREASED
Shares79,225 from 71,139
Change+8,086 (+11%)
Value$4.0M (+$406.7K)
Filed 2026-10-16
Family Office Research LLC
INCREASED
Shares78,372 from 57,294
Change+21,078 (+37%)
Value$4.0M (+$1.1M)
Filed 2026-10-14
Aspen Private Advisors, LLC
INCREASED
Shares78,193 from 67,888
Change+10,305 (+15%)
Value$3.9M (+$518.7K)
Filed 2026-10-27
Choreo, LLC
DECREASED
Shares78,172 from 239,472
Change-161,300 (-67%)
Value$4.0M (-$8.2M)
Filed 2026-10-28
Millennium Capital Advisors, LLC
INCREASED
Shares77,013 from 76,965
Change+48 (+0%)
Value$3.9M (+$875)
Filed 2026-10-16
TrueMark Investments, LLC
INCREASED
Shares76,050 from 74,070
Change+1,980 (+3%)
Value$3.8M (+$98.5K)
Filed 2026-11-05
Autumn Glory Partners, LLC
UNCHANGED
Shares75,879 from 75,879
Change0 (0%)
Value$3.8M (-$1.5K)
Filed 2026-10-26
Perigon Wealth Management, LLC
INCREASED
Shares74,705 from 64,290
Change+10,415 (+16%)
Value$3.8M (+$524.4K)
Filed 2026-10-22
Childress Capital Advisors, LLC
INCREASED
Shares74,321 from 49,451
Change+24,870 (+50%)
Value$3.8M (+$1.3M)
Filed 2026-10-28
YHB Investment Advisors, Inc.
INCREASED
Shares73,497 from 57,387
Change+16,110 (+28%)
Value$3.7M (+$811.9K)
Filed 2026-10-08
Sage Rhino Capital LLC
DECREASED
Shares72,397 from 92,210
Change-19,813 (-21%)
Value$3.7M (-$1.0M)
Filed 2026-10-28
Baker Avenue Asset Management, LP
DECREASED
Shares72,331 from 72,373
Change-42 (0%)
Value$3.7M (-$3.6K)
Filed 2026-11-06
Private Advisory Group LLC
DECREASED
Shares72,182 from 77,345
Change-5,163 (-7%)
Value$3.6M (-$262.1K)
Filed 2026-11-06
MBL Wealth, LLC
NEW
Shares71,770
Change+71,770
Value$3.6M
Filed 2026-10-22
Value Investment Professionals, LLC
DECREASED
Shares71,428 from 72,287
Change-859 (-1%)
Value$3.6M (-$44.8K)
Filed 2026-10-13
Moulton Wealth Management, Inc
INCREASED
Shares71,262 from 4,125
Change+67,137 (+1628%)
Value$3.6M (+$3.4M)
Filed 2026-10-13
Ignite Planners, LLC
NEW
Shares71,207
Change+71,207
Value$3.6M
Filed 2026-10-14
Brucke Financial, Inc.
INCREASED
Shares70,893 from 57,056
Change+13,837 (+24%)
Value$3.6M (+$697.2K)
Filed 2026-10-23
B. Riley Wealth Advisors, Inc.
INCREASED
Shares67,570 from 46,381
Change+21,189 (+46%)
Value$3.4M (+$1.1M)
Filed 2026-10-13
Revisor Wealth Management LLC
INCREASED
Shares67,217 from 36,873
Change+30,344 (+82%)
Value$3.4M (+$1.5M)
Filed 2026-10-20
Sigma Planning Corp
DECREASED
Shares66,835 from 88,367
Change-21,532 (-24%)
Value$3.4M (-$1.1M)
Filed 2026-10-23
Cooper Financial Group
INCREASED
Shares66,276 from 65,345
Change+931 (+1%)
Value$3.3M (+$45.7K)
Filed 2026-10-07
Helium Advisors LLC
INCREASED
Shares66,234 from 65,527
Change+707 (+1%)
Value$3.3M (+$34.4K)
Filed 2026-10-23
Q3 Asset Management
INCREASED
Shares66,099 from 46,156
Change+19,943 (+43%)
Value$3.3M (+$1.0M)
Filed 2026-11-06
Davenport & Co LLC
INCREASED
Shares65,084 from 45,971
Change+19,113 (+42%)
Value$3.3M (+$963.7K)
Filed 2026-10-14
Creative Planning
DECREASED
Shares64,764 from 69,151
Change-4,387 (-6%)
Value$3.3M (-$222.8K)
Filed 2026-11-02
Hohimer Wealth Management, LLC
DECREASED
Shares64,080 from 64,480
Change-400 (-1%)
Value$3.2M (-$21.5K)
Filed 2026-11-04
Collaborative Fund Advisors, LLC
DECREASED
Shares63,882 from 104,418
Change-40,536 (-39%)
Value$3.2M (-$2.0M)
Filed 2026-11-02
M.E. Allison & Co., Inc.
DECREASED
Shares63,224 from 66,539
Change-3,315 (-5%)
Value$3.2M (-$168.7K)
Filed 2026-10-09
Whalen Wealth Management Inc.
DECREASED
Shares62,709 from 63,314
Change-605 (-1%)
Value$3.2M (-$31.8K)
Filed 2026-10-08
EdgeRock Capital LLC
INCREASED
Shares62,084 from 58,578
Change+3,506 (+6%)
Value$3.1M (+$175.8K)
Filed 2026-11-03
Macroview Investment Management LLC
INCREASED
Shares61,270 from 53,519
Change+7,751 (+14%)
Value$3.1M (+$390.1K)
Filed 2026-10-26
Tableaux LLC
NEW
Shares60,506
Change+60,506
Value$3.1M
Filed 2026-10-23
Wilkerson Advisory Group LLC
INCREASED
Shares60,458 from 56,265
Change+4,193 (+7%)
Value$3.1M (+$210.5K)
Filed 2026-10-20
Darden Wealth Group Inc
INCREASED
Shares59,595 from 58,046
Change+1,549 (+3%)
Value$3.0M (+$77.0K)
Filed 2026-11-06
Davis Investment Partners, LLC
DECREASED
Shares59,513 from 60,032
Change-519 (-1%)
Value$3.0M (-$27.4K)
Filed 2026-11-05
Partners Wealth Management, LLC
NEW
Shares58,580
Change+58,580
Value$3.0M
Filed 2026-10-28
GK Wealth Management LLC
DECREASED
Shares58,420 from 64,808
Change-6,388 (-10%)
Value$2.9M (-$323.6K)
Filed 2026-10-09
KG Capital Management
INCREASED
Shares58,418 from 34,701
Change+23,717 (+68%)
Value$2.9M (+$1.2M)
Filed 2026-10-15
Essential Investment Partners LLC
INCREASED
Shares58,158 from 37,749
Change+20,409 (+54%)
Value$2.9M (+$1.0M)
Filed 2026-10-27
Buck Wealth Strategies, LLC
INCREASED
Shares57,944 from 59
Change+57,885 (+98110%)
Value$2.9M (+$2.9M)
Filed 2026-10-28
Focus Financial Network, Inc.
INCREASED
Shares57,924 from 46,352
Change+11,572 (+25%)
Value$2.9M (+$585.5K)
Filed 2026-10-14
Wise Wealth Partners
NEW
Shares57,652
Change+57,652
Value$2.9M
Filed 2026-10-14
NewCorp Financial Services, Inc.
NEW
Shares56,029
Change+56,029
Value$2.8M
Filed 2026-10-14
tru Independence LLC
DECREASED
Shares55,972 from 56,398
Change-426 (-1%)
Value$2.8M (-$22.6K)
Filed 2026-10-20
NovaPoint Capital, LLC
INCREASED
Shares53,904 from 49,751
Change+4,153 (+8%)
Value$2.7M (+$208.6K)
Filed 2026-10-22
True Private Wealth Advisors
DECREASED
Shares51,211 from 51,212
Change-1 (0%)
Value$2.6M (-$1.0K)
Filed 2026-10-19
John W. Brooker & Co., CPAs
INCREASED
Shares50,412 from 41,369
Change+9,043 (+22%)
Value$2.5M (+$455.6K)
Filed 2026-10-21
AXS Investments LLC
INCREASED
Shares48,905 from 33,878
Change+15,027 (+44%)
Value$2.5M (+$757.7K)
Filed 2026-11-04
Keeler Thomas Management LLC
INCREASED
Shares48,211 from 44,525
Change+3,686 (+8%)
Value$2.4M (+$185.1K)
Filed 2026-10-29
Ipsen Advisor Group LLC
DECREASED
Shares47,763 from 48,831
Change-1,068 (-2%)
Value$2.4M (-$54.9K)
Filed 2026-10-29
Calamos Advisors LLC
UNCHANGED
Shares47,481 from 47,481
Change0 (0%)
Value$2.4M (-$950)
Filed 2026-11-02
Andina Capital Management, LLC
INCREASED
Shares47,382 from 45,206
Change+2,176 (+5%)
Value$2.4M (+$108.9K)
Filed 2026-10-21
Eagle Global Advisors LLC
UNCHANGED
Shares47,350 from 47,350
Change0 (0%)
Value$2.4M (-$947)
Filed 2026-11-02
Paladin Wealth, LLC
DECREASED
Shares47,269 from 48,213
Change-944 (-2%)
Value$2.4M (-$48.6K)
Filed 2026-10-23
Sulzberger Capital Advisors, Inc.
NEW
Shares46,637
Change+46,637
Value$2.4M
Filed 2026-10-20
Stonebridge Financial Planning Group, LLC
INCREASED
Shares46,480 from 45,231
Change+1,249 (+3%)
Value$2.3M (+$62.1K)
Filed 2026-11-06
Citizens National Bank Trust Department
DECREASED
Shares46,473 from 47,329
Change-856 (-2%)
Value$2.3M (-$44.1K)
Filed 2026-11-04
Everest Financial Group LLC
INCREASED
Shares45,711 from 42,547
Change+3,164 (+7%)
Value$2.3M (+$158.8K)
Filed 2026-11-06
Detalus Advisors, LLC
DECREASED
Shares45,376 from 50,170
Change-4,794 (-10%)
Value$2.3M (-$243.0K)
Filed 2026-10-15
Founders Financial Securities LLC
DECREASED
Shares45,118 from 45,519
Change-401 (-1%)
Value$2.3M (-$21.1K)
Filed 2026-10-28
Nations Financial Group Inc,
DECREASED
Shares44,928 from 92,915
Change-47,987 (-52%)
Value$2.3M (-$2.4M)
Filed 2026-11-05
Spire Wealth Management
INCREASED
Shares44,743 from 43,020
Change+1,723 (+4%)
Value$2.3M (+$86.1K)
Filed 2026-10-30
Sharkey, Howes & Javer
INCREASED
Shares43,869 from 43,395
Change+474 (+1%)
Value$2.2M (+$23.0K)
Filed 2026-10-22
Beverly Hills Private Wealth, LLC
DECREASED
Shares43,748 from 99,277
Change-55,529 (-56%)
Value$2.2M (-$2.8M)
Filed 2026-11-04
OpenArc Corporate Advisory, LLC
UNCHANGED
Shares43,608 from 43,608
Change0 (0%)
Value$2.2M (-$872)
Filed 2026-10-21
Knights of Columbus Asset Advisors LLC
DECREASED
Shares43,314 from 107,828
Change-64,514 (-60%)
Value$2.2M (-$3.3M)
Filed 2026-11-05
Absolute Capital Management, LLC
DECREASED
Shares43,131 from 80,228
Change-37,097 (-46%)
Value$2.2M (-$1.9M)
Filed 2026-10-16
CGN Advisors LLC
INCREASED
Shares42,686 from 36,860
Change+5,826 (+16%)
Value$2.2M (+$293.3K)
Filed 2026-10-21
Avidian Wealth Enterprises, LLC
INCREASED
Shares42,603 from 38,797
Change+3,806 (+10%)
Value$2.2M (+$191.3K)
Filed 2026-10-08
Kennedy Investment Group, Inc.
DECREASED
Shares42,246 from 43,947
Change-1,701 (-4%)
Value$2.1M (-$86.7K)
Filed 2026-10-21
4Wealth Advisors, Inc.
INCREASED
Shares42,090 from 37,444
Change+4,646 (+12%)
Value$2.1M (+$235.4K)
Filed 2026-10-13
Beacon Financial Advisory LLC
DECREASED
Shares42,070 from 51,188
Change-9,118 (-18%)
Value$2.1M (-$461.2K)
Filed 2026-10-16
Savior LLC
NEW
Shares41,579
Change+41,579
Value$2.1M
Filed 2026-10-13
Balance Wealth Partners LLC
INCREASED
Shares41,556 from 35,421
Change+6,135 (+17%)
Value$2.1M (+$308.9K)
Filed 2026-10-27
CRA Financial Services, LLC
DECREASED
Shares41,500 from 42,729
Change-1,229 (-3%)
Value$2.1M (-$62.9K)
Filed 2026-10-16
Stone Wealth Partners
NEW
Shares40,883
Change+40,883
Value$2.1M
Filed 2026-11-05
Clear Creek Financial Management, LLC
DECREASED
Shares40,656 from 44,222
Change-3,566 (-8%)
Value$2.1M (-$180.9K)
Filed 2026-10-28
M Wealth Management, LLC
INCREASED
Shares39,191 from 32,912
Change+6,279 (+19%)
Value$2.0M (+$316.3K)
Filed 2026-10-14
Dynamic Advisor Solutions LLC
DECREASED
Shares38,885 from 44,448
Change-5,563 (-13%)
Value$2.0M (-$281.6K)
Filed 2026-10-13
Bauman Advisory Group, LLC
INCREASED
Shares37,924 from 36,362
Change+1,562 (+4%)
Value$1.9M (+$78.1K)
Filed 2026-10-29
Iams Wealth Management, LLC
DECREASED
Shares37,905 from 38,527
Change-622 (-2%)
Value$1.9M (-$32.1K)
Filed 2026-10-15
Portside Wealth Group, LLC
INCREASED
Shares37,845 from 33,976
Change+3,869 (+11%)
Value$1.9M (+$194.6K)
Filed 2026-10-20
Trek Financial, LLC
INCREASED
Shares37,836 from 27,046
Change+10,790 (+40%)
Value$1.9M (+$544.1K)
Filed 2026-10-29
Able Financial Group, LLC
NEW
Shares37,665
Change+37,665
Value$1.9M
Filed 2026-10-14
Bright Futures Wealth Management, Llc.
INCREASED
Shares37,567 from 36,613
Change+954 (+3%)
Value$1.9M (+$47.4K)
Filed 2026-10-23
ShoreHaven Wealth Partners, LLC
DECREASED
Shares37,374 from 52,343
Change-14,969 (-29%)
Value$1.9M (-$756.5K)
Filed 2026-10-16
Condor Capital Management
INCREASED
Shares37,307 from 33,695
Change+3,612 (+11%)
Value$1.9M (+$181.6K)
Filed 2026-11-06
Endeavor Private Wealth, Inc.
DECREASED
Shares36,749 from 42,811
Change-6,062 (-14%)
Value$1.9M (-$308.0K)
Filed 2026-11-05
Cape Investment Advisory, Inc.
DECREASED
Shares36,357 from 37,714
Change-1,357 (-4%)
Value$1.8M (-$69.3K)
Filed 2026-10-13
E&G Advisors, LLC
DECREASED
Shares35,560 from 36,490
Change-930 (-3%)
Value$1.8M (-$47.7K)
Filed 2026-10-13
Assetmark, Inc
DECREASED
Shares35,166 from 36,591
Change-1,425 (-4%)
Value$1.8M (-$72.7K)
Filed 2026-10-21
Segment Wealth Management, LLC
INCREASED
Shares33,520 from 33,485
Change+35 (+0%)
Value$1.7M (+$1.1K)
Filed 2026-10-26
Equity Wealth Partners, LLC
INCREASED
Shares33,268 from 24,693
Change+8,575 (+35%)
Value$1.7M (+$432.3K)
Filed 2026-10-26
Wedbush Securities Inc
INCREASED
Shares32,719 from 27,987
Change+4,732 (+17%)
Value$1.7K (-$1.4M)
Filed 2026-10-22
Baker Tilly Wealth Management, LLC
NEW
Shares32,457
Change+32,457
Value$1.6M
Filed 2026-10-05
Lake Hills Wealth Management, LLC
DECREASED
Shares32,037 from 32,727
Change-690 (-2%)
Value$1.6M (-$35.5K)
Filed 2026-10-07
Legacy Financial Strategies, LLC
DECREASED
Shares31,844 from 32,360
Change-516 (-2%)
Value$1.6M (-$26.7K)
Filed 2026-10-15
Kingswood Wealth Advisors, LLC
INCREASED
Shares31,580 from 16,067
Change+15,513 (+97%)
Value$1.6M (+$782.6K)
Filed 2026-10-23
Community Bank, N.A.
DECREASED
Shares30,638 from 32,347
Change-1,709 (-5%)
Value$1.5M (-$86.9K)
Filed 2026-11-06
Prospera Financial Services Inc
INCREASED
Shares29,809 from 17,834
Change+11,975 (+67%)
Value$1.5M (+$602.6K)
Filed 2026-11-04
Key Client Fiduciary Advisors, LLC
INCREASED
Shares29,371 from 7,171
Change+22,200 (+310%)
Value$1.5M (+$1.1M)
Filed 2026-10-19
Berman McAleer LLC
INCREASED
Shares29,302 from 25,587
Change+3,715 (+15%)
Value$1.5M (+$187.0K)
Filed 2026-10-16
RDA Financial Network
DECREASED
Shares29,055 from 86,645
Change-57,590 (-66%)
Value$1.5M (-$2.9M)
Filed 2026-10-15
Castle Rock Wealth Management, LLC
INCREASED
Shares28,982 from 26,662
Change+2,320 (+9%)
Value$1.5M (+$117.2K)
Filed 2026-10-09
Freestate Advisors LLC
INCREASED
Shares28,951 from 28,429
Change+522 (+2%)
Value$1.5M (+$25.8K)
Filed 2026-10-09
LightSquare Wealth Management, LLC
INCREASED
Shares28,872 from 19,615
Change+9,257 (+47%)
Value$1.5M (+$466.8K)
Filed 2026-11-03
Fulcrum Wealth Advisors, LLC
INCREASED
Shares28,121 from 27,451
Change+670 (+2%)
Value$1.4M (+$33.2K)
Filed 2026-10-16
Integrity Advisory Solutions, LLC
NEW
Shares28,087
Change+28,087
Value$1.4M
Filed 2026-10-29
Regions Financial Corp
INCREASED
Shares28,070 from 19,402
Change+8,668 (+45%)
Value$1.4M (+$437.1K)
Filed 2026-11-05
Avid Wealth Partners LLC
INCREASED
Shares27,918 from 20,070
Change+7,848 (+39%)
Value$1.4M (+$395.7K)
Filed 2026-11-03
Moors & Cabot, Inc.
INCREASED
Shares27,808 from 25,655
Change+2,153 (+8%)
Value$1.4M (+$108.1K)
Filed 2026-11-06
Transce3nd, LLC
INCREASED
Shares27,624 from 2,724
Change+24,900 (+914%)
Value$1.4M (+$1.3M)
Filed 2026-10-26
Pacific Park Financial, Inc.
INCREASED
Shares27,476 from 22,771
Change+4,705 (+21%)
Value$1.4M (+$237.0K)
Filed 2026-10-13
Three Seasons Wealth, LLC
INCREASED
Shares27,159 from 5,847
Change+21,312 (+364%)
Value$1.4M (+$1.1M)
Filed 2026-11-03
Sloy Dahl & Holst, LLC
INCREASED
Shares27,120 from 24,920
Change+2,200 (+9%)
Value$1.4M (+$110.5K)
Filed 2026-10-14
Spectrum Advisors, Inc.
INCREASED
Shares26,589 from 23,111
Change+3,478 (+15%)
Value$1.3M (+$175.1K)
Filed 2026-11-03
Pullen Investment Management, LLC
DECREASED
Shares26,438 from 28,312
Change-1,874 (-7%)
Value$1.3M (-$95.1K)
Filed 2026-10-23
Herbst Group, LLC
INCREASED
Shares25,798 from 24,693
Change+1,105 (+4%)
Value$1.3M (+$55.3K)
Filed 2026-10-20
Fermata Advisors, LLC
INCREASED
Shares25,567 from 24,863
Change+704 (+3%)
Value$1.3M (+$35.0K)
Filed 2026-10-13
Ehrlich Financial Group
DECREASED
Shares25,491 from 26,467
Change-976 (-4%)
Value$1.3M (-$49.8K)
Filed 2026-10-20
Atlas Private Wealth Advisors
DECREASED
Shares25,446 from 34,988
Change-9,542 (-27%)
Value$1.3M (-$482.3K)
Filed 2026-10-23
Prosperity Financial Group, Inc.
DECREASED
Shares24,701 from 32,308
Change-7,607 (-24%)
Value$1.2M (-$384.6K)
Filed 2026-10-29
Daymark Wealth Partners, LLC
INCREASED
Shares24,030 from 10,335
Change+13,695 (+133%)
Value$1.2M (+$691.0K)
Filed 2026-11-04
Blue Trust, Inc.
DECREASED
Shares23,773 from 23,877
Change-104 (0%)
Value$1.2M (-$5.7K)
Filed 2026-10-15
Emerald Advisors, LLC
INCREASED
Shares23,728 from 17,421
Change+6,307 (+36%)
Value$1.2M (+$318.0K)
Filed 2026-10-13
Bucket List Wealth Management, LLC
DECREASED
Shares23,525 from 24,055
Change-530 (-2%)
Value$1.2M (-$27.2K)
Filed 2026-10-22
Key FInancial Inc
INCREASED
Shares23,376 from 17,546
Change+5,830 (+33%)
Value$1.2M (+$293.9K)
Filed 2026-11-02
First Financial Group Corp
DECREASED
Shares23,290 from 23,830
Change-540 (-2%)
Value$1.2M (-$27.7K)
Filed 2026-10-22
Lanark Financial, Inc.
DECREASED
Shares23,213 from 23,853
Change-640 (-3%)
Value$1.2M (-$32.8K)
Filed 2026-10-26
Money Concepts Capital Corp
INCREASED
Shares22,793 from 16,765
Change+6,028 (+36%)
Value$1.2M (+$303.9K)
Filed 2026-11-06
Channel Wealth LLC
INCREASED
Shares22,283 from 18,760
Change+3,523 (+19%)
Value$1.1M (+$177.4K)
Filed 2026-11-06
Legacy Advisors, LLC
INCREASED
Shares22,267 from 21,280
Change+987 (+5%)
Value$1.1M (+$49.6K)
Filed 2026-10-19
Princeton Global Asset Management LLC
INCREASED
Shares22,123 from 17,163
Change+4,960 (+29%)
Value$1.1M (+$250.0K)
Filed 2026-10-21
Sterling Investment Advisors, Ltd.
INCREASED
Shares22,065 from 10,590
Change+11,475 (+108%)
Value$1.1M (+$578.9K)
Filed 2026-10-27
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares21,800 from 21,800
Change0 (0%)
Value$1.1M (-$436)
Filed 2026-11-04
Magnus Financial Group LLC
DECREASED
Shares21,738 from 30,482
Change-8,744 (-29%)
Value$1.1M (-$441.9K)
Filed 2026-10-21
Focused Alpha, LLC
INCREASED
Shares21,337 from 18,903
Change+2,434 (+13%)
Value$1.1M (+$122.5K)
Filed 2026-10-20
Wealthcare Capital Partners, LLC
INCREASED
Shares21,189 from 20,404
Change+785 (+4%)
Value$1.1M (+$39.2K)
Filed 2026-10-21
Quadrant Private Wealth Management, LLC
DECREASED
Shares21,027 from 23,131
Change-2,104 (-9%)
Value$1.1M (-$107.5K)
Filed 2026-11-04
Bouvel Investment Partners, LLC
NEW
Shares20,733
Change+20,733
Value$1.0M
Filed 2026-10-13
Optivise Advisory Services LLC
INCREASED
Shares20,497 from 19,989
Change+508 (+3%)
Value$1.0M (+$25.2K)
Filed 2026-10-19
Highline Wealth Partners LLC
DECREASED
Shares20,439 from 40,191
Change-19,752 (-49%)
Value$1.0M (-$997.7K)
Filed 2026-10-19
Capital Investment Advisors, LLC
NEW
Shares20,276
Change+20,276
Value$1.0M
Filed 2026-10-22
Burford Brothers, Inc.
INCREASED
Shares20,170 from 18,220
Change+1,950 (+11%)
Value$1.0M (+$98.1K)
Filed 2026-10-21
D.A. Davidson & Co.
INCREASED
Shares19,836 from 5,774
Change+14,062 (+244%)
Value$1.0M (+$709.6K)
Filed 2026-10-28
Integrated Advisors Network LLC
INCREASED
Shares19,535 from 19,386
Change+149 (+1%)
Value$985.9K (+$7.1K)
Filed 2026-10-20
Cornerstone Wealth Group, LLC
DECREASED
Shares19,433 from 19,614
Change-181 (-1%)
Value$980.8K (-$9.5K)
Filed 2026-11-02
South Shore Capital Advisors
INCREASED
Shares18,764 from 9,320
Change+9,444 (+101%)
Value$947.0K (+$476.5K)
Filed 2026-10-20
Level Four Advisory Services, LLC
INCREASED
Shares18,701 from 7,540
Change+11,161 (+148%)
Value$943.9K (+$563.1K)
Filed 2026-11-06
Prime Capital Investment Advisors, LLC
INCREASED
Shares18,586 from 16,949
Change+1,637 (+10%)
Value$938.0K (+$82.3K)
Filed 2026-10-20
Almanack Investment Partners, Llc.
INCREASED
Shares18,523 from 12,784
Change+5,739 (+45%)
Value$934.9K (+$289.4K)
Filed 2026-11-03
Rose Capital Advisors LLC
INCREASED
Shares18,147 from 17,276
Change+871 (+5%)
Value$915.9K (+$43.6K)
Filed 2026-11-04
Worth Financial Advisory Group, LLC
INCREASED
Shares17,786 from 17,039
Change+747 (+4%)
Value$897.7K (+$37.4K)
Filed 2026-10-19
StoneCrest Wealth Management, Inc.
INCREASED
Shares17,725 from 9,943
Change+7,782 (+78%)
Value$894.6K (+$392.6K)
Filed 2026-11-03
Global Assets Advisory, LLC
INCREASED
Shares17,593 from 8,779
Change+8,814 (+100%)
Value$888.4K (+$445.2K)
Filed 2026-10-28
Cyndeo Wealth Partners, LLC
INCREASED
Shares17,538 from 12,870
Change+4,668 (+36%)
Value$885.2K (+$235.3K)
Filed 2026-10-16
Ashton Thomas Private Wealth, LLC
INCREASED
Shares17,380 from 14,298
Change+3,082 (+22%)
Value$877.2K (+$155.2K)
Filed 2026-11-03
Uptown Financial Advisors LLC
UNCHANGED
Shares17,361 from 17,361
Change0 (0%)
Value$876.2K (-$347)
Filed 2026-10-15
Client First Investment Management LLC
DECREASED
Shares17,081 from 18,053
Change-972 (-5%)
Value$862.1K (-$49.4K)
Filed 2026-10-09
Parsons Capital Management Inc
DECREASED
Shares16,886 from 18,748
Change-1,862 (-10%)
Value$852.2K (-$94.4K)
Filed 2026-10-28
Kelleher Financial Advisors
INCREASED
Shares16,831 from 15,823
Change+1,008 (+6%)
Value$849.5K (+$50.6K)
Filed 2026-10-30
Compound Planning, Inc.
DECREASED
Shares16,786 from 17,399
Change-613 (-4%)
Value$847.2K (-$31.3K)
Filed 2026-11-05
SteelPeak Wealth, LLC
INCREASED
Shares16,331 from 16,236
Change+95 (+1%)
Value$827.5K (+$4.5K)
Filed 2026-10-16
High Note Wealth, LLC
UNCHANGED
Shares16,276 from 16,276
Change0 (0%)
Value$821.5K (-$325)
Filed 2026-10-27
Principle Wealth Partners LLC
INCREASED
Shares16,266 from 10,327
Change+5,939 (+58%)
Value$821.0K (+$299.6K)
Filed 2026-11-02
RHL Group, LLC
NEW
Shares15,819
Change+15,819
Value$798.4K
Filed 2026-11-04
Steinberganna Wealth Management
INCREASED
Shares15,666 from 15,555
Change+111 (+1%)
Value$790.7K (+$5.3K)
Filed 2026-10-23
International Assets Investment Management, LLC
INCREASED
Shares15,612 from 10,757
Change+4,855 (+45%)
Value$788.3K (+$245.1K)
Filed 2026-11-02
Cora Capital Advisors LLC
INCREASED
Shares15,535 from 14,549
Change+986 (+7%)
Value$784.1K (+$49.5K)
Filed 2026-11-02
KPP Advisory Services LLC
DECREASED
Shares15,218 from 19,419
Change-4,201 (-22%)
Value$768.0K (-$212.4K)
Filed 2026-10-26
Opal Wealth Advisors, LLC
INCREASED
Shares15,010 from 14,551
Change+459 (+3%)
Value$757.6K (+$22.9K)
Filed 2026-10-16
Belvedere Trading LLC
NEW
Shares14,949
Change+14,949
Value$754.5K
Filed 2026-11-05
Lynx Investment Advisory
DECREASED
Shares14,425 from 23,065
Change-8,640 (-37%)
Value$728.0K (-$436.5K)
Filed 2026-10-27
Triumph Capital Management
DECREASED
Shares14,395 from 14,840
Change-445 (-3%)
Value$726.5K (-$22.8K)
Filed 2026-10-14
Columbia Advisory Partners LLC
INCREASED
Shares14,265 from 7,135
Change+7,130 (+100%)
Value$720.0K (+$359.7K)
Filed 2026-10-15
J.M. Arbour, LLC
DECREASED
Shares14,128 from 14,466
Change-338 (-2%)
Value$713.0K (-$17.3K)
Filed 2026-11-05
Accurate Wealth Management, LLC
INCREASED
Shares13,930 from 9,925
Change+4,005 (+40%)
Value$704.2K (+$202.5K)
Filed 2026-10-20
Richmond Investment Services, LLC
INCREASED
Shares13,631 from 13,508
Change+123 (+1%)
Value$688.0K (+$5.9K)
Filed 2026-10-29
Alchemi Wealth, LLC
INCREASED
Shares13,203 from 12,849
Change+354 (+3%)
Value$666.4K (+$17.6K)
Filed 2026-11-04
Private Trust Co NA
INCREASED
Shares13,191 from 11,909
Change+1,282 (+11%)
Value$665.8K (+$64.5K)
Filed 2026-10-20
Avaii Wealth Management, LLC
INCREASED
Shares12,844 from 11,947
Change+897 (+8%)
Value$648.4K (+$45.2K)
Filed 2026-10-09
Rise Advisors, LLC
DECREASED
Shares12,812 from 14,472
Change-1,660 (-11%)
Value$646.6K (-$84.1K)
Filed 2026-10-16
Balefire, LLC
DECREASED
Shares12,696 from 14,410
Change-1,714 (-12%)
Value$640.8K (-$86.8K)
Filed 2026-10-09
Daviman Financial, LLC
NEW
Shares12,527
Change+12,527
Value$632.2K
Filed 2026-11-06
Leo Wealth, LLC
NEW
Shares12,501
Change+12,501
Value$630.9K
Filed 2026-10-26
First Heartland Consultants, Inc.
INCREASED
Shares12,364 from 11,918
Change+446 (+4%)
Value$624.0K (+$22.3K)
Filed 2026-10-08
Wealth Management Partners, LLC
DECREASED
Shares12,320 from 16,458
Change-4,138 (-25%)
Value$621.8K (-$209.2K)
Filed 2026-10-21
Impact Capital Partners LLC
INCREASED
Shares11,919 from 11,215
Change+704 (+6%)
Value$601.5K (+$35.3K)
Filed 2026-10-22
Independence Asset Advisors, LLC
NEW
Shares11,860
Change+11,860
Value$601.0K
Filed 2026-10-23
Gilliland Jeter Wealth Management LLC
NEW
Shares11,786
Change+11,786
Value$594.8K
Filed 2026-10-28
Thrive Wealth Management, LLC
NEW
Shares11,615
Change+11,615
Value$586.2K
Filed 2026-10-13
Boyd Watterson Asset Management LLC
INCREASED
Shares11,600 from 8,000
Change+3,600 (+45%)
Value$585.5K (+$181.5K)
Filed 2026-11-06
Redwood Family Wealth LLC
DECREASED
Shares11,593 from 11,701
Change-108 (-1%)
Value$585.1K (-$5.7K)
Filed 2026-10-20
City Center Advisors, LLC
INCREASED
Shares11,472 from 6,841
Change+4,631 (+68%)
Value$579.0K (+$233.6K)
Filed 2026-10-08
Elm3 Financial Group, LLC
DECREASED
Shares11,423 from 11,538
Change-115 (-1%)
Value$576.5K (-$6.0K)
Filed 2026-10-07
Steel Grove Capital Advisors, LLC
INCREASED
Shares11,288 from 10,906
Change+382 (+4%)
Value$569.7K (+$19.0K)
Filed 2026-10-13
Rossby Financial, LCC
DECREASED
Shares11,267 from 11,517
Change-250 (-2%)
Value$568.6K (-$12.8K)
Filed 2026-11-05
Paladin Partners, LLC
INCREASED
Shares11,210 from 10,636
Change+574 (+5%)
Value$565.8K (+$28.8K)
Filed 2026-10-06
Krilogy Financial LLC
DECREASED
Shares11,109 from 12,587
Change-1,478 (-12%)
Value$561.6K (-$74.0K)
Filed 2026-10-13
USAdvisors Wealth Management, LLC
DECREASED
Shares11,059 from 75,583
Change-64,524 (-85%)
Value$558 (-$3.8M)
Filed 2026-10-21
Exchange Traded Concepts, LLC
DECREASED
Shares10,833 from 37,820
Change-26,987 (-71%)
Value$546.7K (-$1.4M)
Filed 2026-10-28
Robertson Stephens Wealth Management, LLC
INCREASED
Shares10,626 from 9,710
Change+916 (+9%)
Value$538.4K (+$46.2K)
Filed 2026-10-16
Colton Groome Financial Advisors, LLC
UNCHANGED
Shares10,466 from 10,466
Change0 (0%)
Value$528.2K (-$209)
Filed 2026-10-06
Townsend Financial Planning, LLC
INCREASED
Shares10,345 from 4,416
Change+5,929 (+134%)
Value$522.1K (+$299.2K)
Filed 2026-11-02
KWB Wealth
INCREASED
Shares10,340 from 7,859
Change+2,481 (+32%)
Value$521.8K (+$125.0K)
Filed 2026-10-16
Mather Group, Llc.
DECREASED
Shares10,050 from 10,554
Change-504 (-5%)
Value$507.2K (-$25.6K)
Filed 2026-10-14
Laurel Wealth Advisors LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$504.7K (-$200)
Filed 2026-10-27
Euro Pacific Asset Management, LLC
UNCHANGED
Shares9,996 from 9,996
Change0 (0%)
Value$504.5K (+$503.4K)
Filed 2026-11-03
Canvas Wealth Advisors, LLC
INCREASED
Shares9,900 from 8,900
Change+1,000 (+11%)
Value$501.2K (+$50.1K)
Filed 2026-11-02
UMB Bank, n.a.
INCREASED
Shares9,780 from 754
Change+9,026 (+1197%)
Value$493.6K (+$455.5K)
Filed 2026-11-06
Planned Solutions, Inc.
INCREASED
Shares9,741 from 8,721
Change+1,020 (+12%)
Value$491.6K (+$51.3K)
Filed 2026-10-19
Redhawk Wealth Advisors, Inc.
DECREASED
Shares9,681 from 10,374
Change-693 (-7%)
Value$488.6K (-$35.2K)
Filed 2026-10-14
Forum Financial Management, LP
NEW
Shares9,650
Change+9,650
Value$487.1K
Filed 2026-10-16
Balboa Wealth Partners
INCREASED
Shares9,380 from 6,186
Change+3,194 (+52%)
Value$473.4K (+$161.1K)
Filed 2026-10-20
Shepherd Financial Partners LLC
NEW
Shares9,179
Change+9,179
Value$463.2K
Filed 2026-11-03
Titleist Asset Management, LLC
INCREASED
Shares8,904 from 4,480
Change+4,424 (+99%)
Value$449.4K (+$223.2K)
Filed 2026-10-08
Strategic Blueprint, LLC
INCREASED
Shares8,668 from 4,111
Change+4,557 (+111%)
Value$437.5K (+$229.9K)
Filed 2026-10-22
Colonial River Investments, LLC
INCREASED
Shares8,576 from 7,041
Change+1,535 (+22%)
Value$432.8K (+$77.4K)
Filed 2026-10-19
Aaron Wealth Advisors LLC
UNCHANGED
Shares8,541 from 8,541
Change0 (0%)
Value$431.1K (-$171)
Filed 2026-10-13
Flaharty Asset Management, LLC
DECREASED
Shares8,431 from 57,945
Change-49,514 (-85%)
Value$425.6K (-$2.5M)
Filed 2026-11-02
Cap Partners, LLC
DECREASED
Shares8,280 from 8,347
Change-67 (-1%)
Value$417.9K (-$3.6K)
Filed 2026-10-19
XY Planning Network, Inc.
INCREASED
Shares8,264 from 7,042
Change+1,222 (+17%)
Value$417.1K (+$61.5K)
Filed 2026-10-14
Tennessee Valley Asset Management Partners
INCREASED
Shares8,201 from 7,783
Change+418 (+5%)
Value$413.9K (+$21.0K)
Filed 2026-11-03
Flagship Harbor Advisors, LLC
INCREASED
Shares8,078 from 7,892
Change+186 (+2%)
Value$407.7K (+$9.2K)
Filed 2026-10-26
Hurley Capital, LLC
INCREASED
Shares8,017 from 7,850
Change+167 (+2%)
Value$404.6K (+$8.3K)
Filed 2026-11-05
Valeo Financial Advisors, LLC
DECREASED
Shares7,624 from 35,036
Change-27,412 (-78%)
Value$384.8K (-$1.4M)
Filed 2026-10-08
Kestra Investment Management, LLC
DECREASED
Shares7,540 from 10,656
Change-3,116 (-29%)
Value$380.5K (-$157.5K)
Filed 2026-11-04
LifeGoal Investments, LLC
NEW
Shares7,539
Change+7,539
Value$380.5K
Filed 2026-10-09
Victory Financial Group, LLC
INCREASED
Shares7,327 from 5,599
Change+1,728 (+31%)
Value$369.8K (+$87.1K)
Filed 2026-10-27
Avior Wealth Management, LLC
INCREASED
Shares7,283 from 7,280
Change+3 (+0%)
Value$367.6K (+$31)
Filed 2026-10-13
1900 Wealth Management LLC
DECREASED
Shares7,261 from 7,380
Change-119 (-2%)
Value$366.5K (-$6.2K)
Filed 2026-10-13
R2 Capital Strategies, LLC
DECREASED
Shares7,196 from 8,263
Change-1,067 (-13%)
Value$363.2K (-$54.0K)
Filed 2026-10-15
Carlson Financial, Inc.
INCREASED
Shares7,171 from 5,581
Change+1,590 (+28%)
Value$361.9K (+$80.2K)
Filed 2026-11-05
Central Trust Co
NEW
Shares7,105
Change+7,105
Value$358.6K
Filed 2026-11-05
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares7,100 from 7,100
Change0 (0%)
Value$358.3K (-$142)
Filed 2026-10-23
Axxcess Wealth Management, LLC
INCREASED
Shares7,097 from 4,631
Change+2,466 (+53%)
Value$358.2K (+$124.4K)
Filed 2026-10-21
Bellecapital International Ltd.
INCREASED
Shares7,092 from 4,454
Change+2,638 (+59%)
Value$357.9K (+$133.1K)
Filed 2026-10-21
NWF Advisory Services Inc.
INCREASED
Shares7,040 from 5,275
Change+1,765 (+33%)
Value$355.3K (+$89.0K)
Filed 2026-10-19
Fortem Financial Group, LLC
INCREASED
Shares6,948 from 6,567
Change+381 (+6%)
Value$350.7K (+$19.1K)
Filed 2026-10-20
One Degree Advisors Inc
INCREASED
Shares6,817 from 6,709
Change+108 (+2%)
Value$344.3K (+$6.3K)
Filed 2026-11-06
Cottage Street Advisors LLC
INCREASED
Shares6,754 from 6,693
Change+61 (+1%)
Value$340.9K (+$3.0K)
Filed 2026-10-19
RMR Wealth Builders
INCREASED
Shares6,666 from 6,064
Change+602 (+10%)
Value$336.4K (+$30.3K)
Filed 2026-10-22
Reicon Wealth Advisors, LLC
INCREASED
Shares6,614 from 5,447
Change+1,167 (+21%)
Value$333.8K (+$58.8K)
Filed 2026-11-04
Woodard & Co Asset Management Group Inc
UNCHANGED
Shares6,500 from 6,500
Change0 (0%)
Value$328.1K (-$130)
Filed 2026-11-03
Mcdonald Partners LLC
DECREASED
Shares6,487 from 11,081
Change-4,594 (-41%)
Value$327.4K (-$232.1K)
Filed 2026-11-03
Mayfair Advisory Group, LLC
INCREASED
Shares6,463 from 6,111
Change+352 (+6%)
Value$326.2K (+$16.6K)
Filed 2026-10-20
Integrity Alliance, Llc.
DECREASED
Shares6,370 from 7,001
Change-631 (-9%)
Value$321.5K (-$32.0K)
Filed 2026-10-29
Firestone Capital Management
UNCHANGED
Shares6,365 from 6,365
Change0 (0%)
Value$321.2K (-$127)
Filed 2026-11-03
Jones Kertz & Associates, Inc.
INCREASED
Shares6,099 from 4,907
Change+1,192 (+24%)
Value$307.8K (+$60.1K)
Filed 2026-10-28
Patriot Financial Group Insurance Agency, LLC
NEW
Shares6,091
Change+6,091
Value$307.4K
Filed 2026-10-14
Community Bank & Trust, Waco, Texas
UNCHANGED
Shares5,979 from 5,979
Change0 (0%)
Value$302 (-$301.7K)
Filed 2026-10-19
Trust Co of Oklahoma
UNCHANGED
Shares5,963 from 5,963
Change0 (0%)
Value$301.0K (-$119)
Filed 2026-10-15
EPG Wealth Management LLC
NEW
Shares5,936
Change+5,936
Value$299.6K
Filed 2026-11-03
Mraz, Amerine & Associates, Inc.
INCREASED
Shares5,831 from 5,762
Change+69 (+1%)
Value$294.3K (+$3.4K)
Filed 2026-10-30
PW Nova Financial Services LLC
DECREASED
Shares5,682 from 5,703
Change-21 (0%)
Value$286.8K (-$1.2K)
Filed 2026-10-15
Allworth Financial LP
UNCHANGED
Shares5,603 from 5,603
Change0 (0%)
Value$282.9K ($0)
Filed 2026-11-06
Quaker Wealth Management, LLC
INCREASED
Shares5,440 from 39
Change+5,401 (+13849%)
Value$274.5K (+$272.6K)
Filed 2026-10-22
Csenge Advisory Group
DECREASED
Shares5,427 from 9,484
Change-4,057 (-43%)
Value$273.9K (-$205.0K)
Filed 2026-11-04
Onyx Bridge Wealth Group LLC
INCREASED
Shares5,367 from 5,320
Change+47 (+1%)
Value$270.9K (+$2.3K)
Filed 2026-10-16
Heck Capital Advisors, LLC
DECREASED
Shares5,217 from 5,285
Change-68 (-1%)
Value$263.4K (-$3.5K)
Filed 2026-10-14
Key Capital Management, Inc
INCREASED
Shares5,163 from 1,021
Change+4,142 (+406%)
Value$260.6K (+$209.0K)
Filed 2026-11-03
Affiance Financial, LLC
NEW
Shares5,160
Change+5,160
Value$260.5K
Filed 2026-10-15
Essex LLC
UNCHANGED
Shares5,145 from 5,145
Change0 (0%)
Value$259.7K (-$103)
Filed 2026-10-14
Sound Income Strategies, LLC
DECREASED
Shares5,116 from 5,420
Change-304 (-6%)
Value$258.5K (-$15.2K)
Filed 2026-10-09
Moneco Advisors, LLC
NEW
Shares5,062
Change+5,062
Value$255.5K
Filed 2026-11-05
Dickmeyer Boyce Financial Management, Inc.
NEW
Shares5,000
Change+5,000
Value$252.4K
Filed 2026-10-08
Border to Coast Pensions Partnership Ltd
DECREASED
Shares5,000 from 100,000
Change-95,000 (-95%)
Value$252 (-$5.0M)
Filed 2026-10-09
XML Financial, LLC
DECREASED
Shares4,991 from 5,150
Change-159 (-3%)
Value$251.9K (-$8.1K)
Filed 2026-10-29
Whitaker-Myers Wealth Managers, Ltd.
NEW
Shares4,974
Change+4,974
Value$251.0K
Filed 2026-10-09
Bailard, Inc.
UNCHANGED
Shares4,939 from 4,939
Change0 (0%)
Value$249.3K (-$99)
Filed 2026-10-13
Accredited Investor Services, LLC
UNCHANGED
Shares4,928 from 4,928
Change0 (0%)
Value$248.7K (-$99)
Filed 2026-10-22
Seelaus Asset Management LLC
UNCHANGED
Shares4,912 from 4,912
Change0 (0%)
Value$247.9K (-$98)
Filed 2026-10-14
TD Waterhouse Canada Inc.
NEW
Shares4,909
Change+4,909
Value$247.6K
Filed 2026-10-16
HBW Advisory Services LLC
INCREASED
Shares4,905 from 4,429
Change+476 (+11%)
Value$247.6K (+$23.9K)
Filed 2026-10-15
CLG LLC
INCREASED
Shares4,812 from 3,964
Change+848 (+21%)
Value$242.8K (+$42.7K)
Filed 2026-10-13
Matthew Goff Investment Advisor, LLC
NEW
Shares4,777
Change+4,777
Value$241.1K
Filed 2026-10-13
Private Client Services, LLC
DECREASED
Shares4,713 from 5,098
Change-385 (-8%)
Value$237.9K (-$19.5K)
Filed 2026-10-02
Modera Wealth Management, LLC
NEW
Shares4,705
Change+4,705
Value$237.5K
Filed 2026-10-28
Endowment Wealth Management, Inc.
NEW
Shares4,654
Change+4,654
Value$234.9K
Filed 2026-11-03
Legacy Trust
UNCHANGED
Shares4,622 from 4,622
Change0 (0%)
Value$233.1K (-$231)
Filed 2026-11-06
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED
Shares4,597 from 4,597
Change0 (0%)
Value$232.0K (-$92)
Filed 2026-10-15
Wealthcare Capital Management LLC
NEW
Shares4,563
Change+4,563
Value$230.3K
Filed 2026-10-21
HB Wealth Management, LLC
INCREASED
Shares4,548 from 4,339
Change+209 (+5%)
Value$229.5K (+$10.5K)
Filed 2026-10-23
Longview Financial Advisors, Inc.
NEW
Shares4,523
Change+4,523
Value$228.3K
Filed 2026-10-09
Ferguson Shapiro LLC
DECREASED
Shares4,489 from 29,247
Change-24,758 (-85%)
Value$226.5K (-$1.3M)
Filed 2026-10-16
Riverbend Wealth Management, LLC
NEW
Shares4,470
Change+4,470
Value$225.6K
Filed 2026-10-15
Bison Wealth, LLC
NEW
Shares4,468
Change+4,468
Value$225.9K
Filed 2026-10-13
Novem Group
DECREASED
Shares4,443 from 4,968
Change-525 (-11%)
Value$224.2K (-$26.6K)
Filed 2026-10-19
Rossmore Private Capital
NEW
Shares4,400
Change+4,400
Value$223.0K
Filed 2026-10-27
Symphony Financial, Ltd. Co.
NEW
Shares4,371
Change+4,371
Value$220.6K
Filed 2026-10-22
Frontier Asset Management, LLC
INCREASED
Shares4,357 from 4,323
Change+34 (+1%)
Value$219.9K (+$1.7K)
Filed 2026-10-28
Retirement Planning Group, LLC
DECREASED
Shares4,356 from 8,186
Change-3,830 (-47%)
Value$219.8K (-$193.5K)
Filed 2026-10-19
Altus Wealth Group LLC
DECREASED
Shares4,348 from 4,835
Change-487 (-10%)
Value$219.4K (-$24.7K)
Filed 2026-10-20
Wespac Advisors, LLC
DECREASED
Shares4,326 from 7,431
Change-3,105 (-42%)
Value$218.3K (-$156.9K)
Filed 2026-10-26
Diversified Enterprises, LLC
DECREASED
Shares4,307 from 6,000
Change-1,693 (-28%)
Value$217.4K (-$85.6K)
Filed 2026-10-19
Financial Network Wealth Advisors LLC
INCREASED
Shares4,207 from 3,678
Change+529 (+14%)
Value$212.3K (+$26.6K)
Filed 2026-10-28
Total Investment Management Inc
NEW
Shares4,140
Change+4,140
Value$208.9K
Filed 2026-10-22
Claro Advisors Inc.
NEW
Shares4,126
Change+4,126
Value$208.3K
Filed 2026-11-02
Insight Wealth Strategies, LLC
DECREASED
Shares4,124 from 4,279
Change-155 (-4%)
Value$208.1K (-$8.0K)
Filed 2026-10-09
Keudell ison Wealth Management
NEW
Shares4,004
Change+4,004
Value$202.1K
Filed 2026-10-16
Manchester Capital Management LLC
NEW
Shares3,973
Change+3,973
Value$200.5K
Filed 2026-10-22
Woodward Diversified Capital, LLC
UNCHANGED
Shares3,968 from 3,968
Change0 (0%)
Value$200.3K (-$79)
Filed 2026-10-21
Cullen T Bankers, Inc.
DECREASED
Shares3,651 from 4,076
Change-425 (-10%)
Value$184.2K (-$21.6K)
Filed 2026-10-28
Contravisory Investment Management, Inc.
UNCHANGED
Shares3,645 from 3,645
Change0 (0%)
Value$184.0K (-$73)
Filed 2026-10-13
Signature Equity Partners, LLC
DECREASED
Shares3,490 from 3,791
Change-301 (-8%)
Value$176.1K (-$15.3K)
Filed 2026-10-29
Compass Wealth Management LLC
NEW
Shares3,481
Change+3,481
Value$175.7K
Filed 2026-10-22
Legacies Wealth LLC
DECREASED
Shares3,359 from 22,862
Change-19,503 (-85%)
Value$169.5K (-$984.8K)
Filed 2026-11-02
CoreCap Advisors, LLC
INCREASED
Shares3,347 from 3,270
Change+77 (+2%)
Value$169.0K (+$3.8K)
Filed 2026-10-08
Larson Financial Group LLC
DECREASED
Shares3,297 from 11,941
Change-8,644 (-72%)
Value$166.4K (-$436.5K)
Filed 2026-11-05
Beacon Capital Management, Inc.
DECREASED
Shares2,971 from 67,202
Change-64,231 (-96%)
Value$149.9K (-$3.2M)
Filed 2026-10-13
UMB Private Wealth Management, LLC
NEW
Shares2,899
Change+2,899
Value$146.3K
Filed 2026-10-19
Ninety One UK Ltd
UNCHANGED
Shares2,691 from 2,691
Change0 (0%)
Value$135.8K (-$54)
Filed 2026-10-15
Friedenthal Financial
NEW
Shares2,678
Change+2,678
Value$135.2K
Filed 2026-10-27
Archer Investment Corp
UNCHANGED
Shares2,200 from 2,200
Change0 (0%)
Value$111.0K (-$44)
Filed 2026-11-05
Mosley Wealth Management
DECREASED
Shares2,016 from 2,032
Change-16 (-1%)
Value$101.9K (-$662)
Filed 2026-10-16
Wealth Analytics Partners, LLC
NEW
Shares1,975
Change+1,975
Value$99.7K
Filed 2026-10-19
IFS Advisors, LLC
NEW
Shares1,688
Change+1,688
Value$85.2K
Filed 2026-10-14
Clearstead Trust, LLC
UNCHANGED
Shares1,438 from 1,438
Change0 (0%)
Value$72.6K (-$29)
Filed 2026-11-06
Essential Partners LLC
NEW
Shares1,415
Change+1,415
Value$71.4K
Filed 2026-10-14
Beacon Financial Strategies Corp
DECREASED
Shares1,150 from 1,181
Change-31 (-3%)
Value$58.0K (-$1.6K)
Filed 2026-10-14
Trust Co of Vermont
UNCHANGED
Shares1,114 from 1,114
Change0 (0%)
Value$56.2K (-$22)
Filed 2026-10-21
GHP Investment Advisors, Inc.
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$55.5K (-$22)
Filed 2026-10-15
Advocate Investing Services LLC
INCREASED
Shares1,000 from 500
Change+500 (+100%)
Value$50.5K (+$25.2K)
Filed 2026-10-26
Root Financial Partners, LLC
NEW
Shares999
Change+999
Value$50.4K
Filed 2026-10-21
Westside Investment Management, Inc.
UNCHANGED
Shares900 from 900
Change0 (0%)
Value$45.4K (-$18)
Filed 2026-11-02
Global Trust Asset Management, LLC
UNCHANGED
Shares892 from 892
Change0 (0%)
Value$45.0K (-$18)
Filed 2026-10-19
Gables Capital Management Inc.
UNCHANGED
Shares778 from 778
Change0 (0%)
Value$39.3K (-$15)
Filed 2026-11-04
DecisionPoint Financial, LLC
DECREASED
Shares697 from 2,346
Change-1,649 (-70%)
Value$35.2K (-$83.3K)
Filed 2026-10-27
Quest 10 Wealth Builders, Inc.
DECREASED
Shares696 from 925
Change-229 (-25%)
Value$35.1K (-$11.6K)
Filed 2026-11-02
Tounjian Advisory Partners, LLC
INCREASED
Shares691 from 187
Change+504 (+270%)
Value$34.9K (+$25.5K)
Filed 2026-11-04
Montgomery Financial Services LLC
UNCHANGED
Shares681 from 681
Change0 (0%)
Value$34.4K (-$14)
Filed 2026-11-03
Parallel Advisors, LLC
INCREASED
Shares554 from 547
Change+7 (+1%)
Value$28.0K (+$322)
Filed 2026-11-03
Silver Grove Financial Group, Inc.
NEW
Shares489
Change+489
Value$24.7K
Filed 2026-11-05
Heritage Family Offices, LLP
DECREASED
Shares463 from 3,985
Change-3,522 (-88%)
Value$23.4K (-$177.8K)
Filed 2026-11-02
Hilton Head Capital Partners, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$20.2K (-$8)
Filed 2026-10-23
Decker Retirement Planning Inc.
INCREASED
Shares394 from 197
Change+197 (+100%)
Value$19.9K (+$9.9K)
Filed 2026-10-19
Simplex Trading, LLC
DECREASED
Shares366 from 1,785
Change-1,419 (-79%)
Value$18.5K (-$71.7K)
Filed 2026-11-04
Catherine Avery Investment Management LLC
UNCHANGED
Shares355 from 355
Change0 (0%)
Value$17.9K (-$7)
Filed 2026-10-14
Provenance Wealth Advisors, LLC
NEW
Shares354
Change+354
Value$17.9K
Filed 2026-10-30
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares340 from 340
Change0 (0%)
Value$17.2K (-$7)
Filed 2026-10-27
Evolution Wealth Management Inc.
UNCHANGED
Shares316 from 316
Change0 (0%)
Value$15.9K (-$6)
Filed 2026-10-28
Kingdom Financial Group Llc.
INCREASED
Shares309 from 95
Change+214 (+225%)
Value$15.6K (+$10.8K)
Filed 2026-11-04
Rosenberg Matthew Hamilton
UNCHANGED
Shares294 from 294
Change0 (0%)
Value$14.8K (-$6)
Filed 2026-10-05
Latitude Advisors, LLC
NEW
Shares262
Change+262
Value$13.2K
Filed 2026-10-27
Holos Integrated Wealth LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$12.6K (+$13)
Filed 2026-10-23
Financial Management Professionals, Inc.
NEW
Shares192
Change+192
Value$9.7K
Filed 2026-10-23
Jnba Financial Advisors
INCREASED
Shares177 from 175
Change+2 (+1%)
Value$8.9K (+$103)
Filed 2026-11-03
Olistico Wealth, LLC
NEW
Shares161
Change+161
Value$8.1K
Filed 2026-10-05
Activest Wealth Management
DECREASED
Shares156 from 2,156
Change-2,000 (-93%)
Value$7.9K (-$101.0K)
Filed 2026-10-15
Accordant Advisory Group Inc
NEW
Shares147
Change+147
Value$7.4K
Filed 2026-10-29
JFS Wealth Advisors, LLC
DECREASED
Shares147 from 316
Change-169 (-53%)
Value$7.4K (-$8.6K)
Filed 2026-11-03
TD Private Client Wealth LLC
INCREASED
Shares111 from 88
Change+23 (+26%)
Value$5.6K (+$1.2K)
Filed 2026-10-28
Concord Wealth Partners
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$5.6K (-$2)
Filed 2026-11-02
Elevated Capital Advisors, LLC
DECREASED
Shares100 from 258
Change-158 (-61%)
Value$5.0K (-$8.0K)
Filed 2026-11-04
Ulland Investment Advisors, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$5 ($0)
Filed 2026-10-13
Coston, McIsaac & Partners
UNCHANGED
Shares93 from 93
Change0 (0%)
Value$4.7K (+$4.7K)
Filed 2026-11-06
Trust Co of Toledo NA
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$4.6K (-$2)
Filed 2026-10-16
Ascentis Wealth Management, LLC
NEW
Shares86
Change+86
Value$4.3K
Filed 2026-11-03
Avion Wealth
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$4 ($0)
Filed 2026-11-04
Networth Advisors, LLC
INCREASED
Shares83 from 9
Change+74 (+822%)
Value$4.2K (+$3.7K)
Filed 2026-11-03
Nova Financial LLC
NEW
Shares66
Change+66
Value$3.3K
Filed 2026-11-04
Fairman Group, LLC
INCREASED
Shares52 from 51
Change+1 (+2%)
Value$2.6K (+$30)
Filed 2026-10-26
First Command Advisory Services, Inc.
NEW
Shares41
Change+41
Value$2.1K
Filed 2026-11-05
Caldwell Trust Co
DECREASED
Shares22 from 222
Change-200 (-90%)
Value$1.1K (-$10.1K)
Filed 2026-10-30
EverSource Wealth Advisors, LLC
DECREASED
Shares16 from 64
Change-48 (-75%)
Value$808 (-$2.4K)
Filed 2026-11-04
Scarborough Advisors, LLC
CLOSED
Shares0 from 261,189
Change-261,189 (-100%)
Value$0 (-$13.2M)
Filed 2026-10-16
WT Wealth Management
CLOSED
Shares0 from 199,701
Change-199,701 (-100%)
Value$0 (-$10.1M)
Filed 2026-10-13
Aureum Wealth Management, LLC
CLOSED
Shares0 from 85,705
Change-85,705 (-100%)
Value$0 (-$4.3M)
Filed 2026-10-15
Dahring | Cusmano LLC
CLOSED
Shares0 from 37,078
Change-37,078 (-100%)
Value$0 (-$1.9M)
Filed 2026-11-03
Blue Jean Financial LLC
CLOSED
Shares0 from 32,019
Change-32,019 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-20
Golden State Wealth Management, LLC
CLOSED
Shares0 from 30,518
Change-30,518 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-02
Henderson Brothers Financial Partners, LLC
CLOSED
Shares0 from 21,199
Change-21,199 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-03
Annex Advisory Services, LLC
CLOSED
Shares0 from 14,769
Change-14,769 (-100%)
Value$0 (-$745.7K)
Filed 2026-10-16
Jefferies Financial Group Inc.
CLOSED
Shares0 from 12,489
Change-12,489 (-100%)
Value$0 (-$630.6K)
Filed 2026-11-05
A. D. Beadell Investment Counsel, Inc.
CLOSED
Shares0 from 8,890
Change-8,890 (-100%)
Value$0 (-$448)
Filed 2026-10-14
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 7,578
Change-7,578 (-100%)
Value$0 (-$382.6K)
Filed 2026-10-29
Arwa LLC
CLOSED
Shares0 from 7,550
Change-7,550 (-100%)
Value$0 (-$381.8K)
Filed 2026-10-21
HBK Sorce Advisory LLC
CLOSED
Shares0 from 6,803
Change-6,803 (-100%)
Value$0 (-$343.7K)
Filed 2026-11-06
Meridian Investment Counsel Inc.
CLOSED
Shares0 from 6,650
Change-6,650 (-100%)
Value$0 (-$335.8K)
Filed 2026-10-14
Triad Wealth Partners, LLC
CLOSED
Shares0 from 5,925
Change-5,925 (-100%)
Value$0 (-$299.3K)
Filed 2026-10-26
Bensler, LLC
CLOSED
Shares0 from 5,650
Change-5,650 (-100%)
Value$0 (-$285.3K)
Filed 2026-11-05
Security Financial Services, Inc.
CLOSED
Shares0 from 5,604
Change-5,604 (-100%)
Value$0 (-$282.9K)
Filed 2026-10-29
Ironwood Financial, llc
CLOSED
Shares0 from 5,487
Change-5,487 (-100%)
Value$0 (-$277.5K)
Filed 2026-10-20
Form Wealth Advisors, LLC
CLOSED
Shares0 from 5,318
Change-5,318 (-100%)
Value$0 (-$268.5K)
Filed 2026-10-13
Monument Capital Management
CLOSED
Shares0 from 4,342
Change-4,342 (-100%)
Value$0 (-$219.2K)
Filed 2026-10-09
New Wave Wealth Advisors LLC
CLOSED
Shares0 from 4,138
Change-4,138 (-100%)
Value$0 (-$209.7K)
Filed 2026-10-19
Allen Capital Group, LLC
CLOSED
Shares0 from 4,031
Change-4,031 (-100%)
Value$0 (-$203.5K)
Filed 2026-10-27
Sepio Capital, LP
CLOSED
Shares0 from 3,993
Change-3,993 (-100%)
Value$0 (-$201.6K)
Filed 2026-10-22
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 3,985
Change-3,985 (-100%)
Value$0 (-$201.2K)
Filed 2026-10-27
Obsidian CIO, LLC
CLOSED
Shares0 from 2,461
Change-2,461 (-100%)
Value$0 (-$124.2K)
Filed 2026-11-05
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 1,559
Change-1,559 (-100%)
Value$0 (-$78.7K)
Filed 2026-11-04
Lloyd Advisory Services, Llc.
CLOSED
Shares0 from 1,212
Change-1,212 (-100%)
Value$0 (-$61.2K)
Filed 2026-11-02
Raleigh Capital Management Inc.
CLOSED
Shares0 from 1,156
Change-1,156 (-100%)
Value$0 (-$58.4K)
Filed 2026-10-28
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 974
Change-974 (-100%)
Value$0 (-$49.2K)
Filed 2026-10-14
Barclays PLC
CLOSED
Shares0 from 740
Change-740 (-100%)
Value$0 (-$37.4K)
Filed 2026-11-06
Tsfg, LLC
CLOSED
Shares0 from 215
Change-215 (-100%)
Value$0 (-$11)
Filed 2026-10-23
Valley Wealth Managers, Inc.
CLOSED
Shares0 from 181
Change-181 (-100%)
Value$0 (-$9.1K)
Filed 2026-10-09
MCF Advisors LLC
CLOSED
Shares0 from 138
Change-138 (-100%)
Value$0 (-$7.0K)
Filed 2026-10-28
Asset Dedication, LLC
CLOSED
Shares0 from 67
Change-67 (-100%)
Value$0 (-$3.4K)
Filed 2026-11-03
Glass Jacobson Investment Advisors llc
CLOSED
Shares0 from 41
Change-41 (-100%)
Value$0 (-$2.1K)
Filed 2026-10-26
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$661)
Filed 2026-11-06
Creative Capital Management Investments LLC
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$404)
Filed 2026-10-28
Deutsche Bank Ag\
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$50)
Filed 2026-11-06
Bank of America Corp
N/A
Shares— from 42,923,259
Change-42,923,259 (-100%)
Value—
Allianz SE
N/A
Shares— from 33,277,132
Change-33,277,132 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 21,645,510
Change-21,645,510 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 9,443,123
Change-9,443,123 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 7,861,268
Change-7,861,268 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 7,799,973
Change-7,799,973 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 7,424,718
Change-7,424,718 (-100%)
Value—
UBS Group AG
N/A
Shares— from 7,403,730
Change-7,403,730 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 6,935,154
Change-6,935,154 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 5,899,743
Change-5,899,743 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 5,367,896
Change-5,367,896 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 4,437,860
Change-4,437,860 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 3,685,477
Change-3,685,477 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,980,179
Change-2,980,179 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 2,957,809
Change-2,957,809 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 2,774,800
Change-2,774,800 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,678,235
Change-2,678,235 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 2,641,984
Change-2,641,984 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 2,495,518
Change-2,495,518 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 2,301,517
Change-2,301,517 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 2,231,635
Change-2,231,635 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 2,146,668
Change-2,146,668 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,781,343
Change-1,781,343 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,729,233
Change-1,729,233 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,464,284
Change-1,464,284 (-100%)
Value—
&partners
N/A
Shares— from 1,382,506
Change-1,382,506 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 1,298,504
Change-1,298,504 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 1,175,630
Change-1,175,630 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,157,536
Change-1,157,536 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 1,152,040
Change-1,152,040 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 1,077,415
Change-1,077,415 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 1,068,025
Change-1,068,025 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 990,828
Change-990,828 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 939,934
Change-939,934 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 921,560
Change-921,560 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 883,494
Change-883,494 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 805,336
Change-805,336 (-100%)
Value—
Commerce Bank
N/A
Shares— from 795,424
Change-795,424 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 794,458
Change-794,458 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 771,241
Change-771,241 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 764,333
Change-764,333 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 762,452
Change-762,452 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 761,194
Change-761,194 (-100%)
Value—
Kensington Asset Management, LLC
N/A
Shares— from 623,470
Change-623,470 (-100%)
Value—
Bienville Capital Management, LLC
N/A
Shares— from 621,850
Change-621,850 (-100%)
Value—
L2 Asset Management, LLC
N/A
Shares— from 617,086
Change-617,086 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 604,132
Change-604,132 (-100%)
Value—
Endurance Services Ltd
N/A
Shares— from 592,887
Change-592,887 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 583,341
Change-583,341 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 575,838
Change-575,838 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 520,220
Change-520,220 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 502,312
Change-502,312 (-100%)
Value—
Apollo Management Holdings, L.P.
N/A
Shares— from 500,000
Change-500,000 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 493,400
Change-493,400 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 468,648
Change-468,648 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 460,315
Change-460,315 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 451,101
Change-451,101 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 445,468
Change-445,468 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 445,040
Change-445,040 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 411,062
Change-411,062 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 398,912
Change-398,912 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 398,004
Change-398,004 (-100%)
Value—
Three Cord True Wealth Management, LLC
N/A
Shares— from 394,992
Change-394,992 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 372,620
Change-372,620 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 370,234
Change-370,234 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 361,823
Change-361,823 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 347,332
Change-347,332 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 346,324
Change-346,324 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 343,929
Change-343,929 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 342,802
Change-342,802 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 341,727
Change-341,727 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 339,640
Change-339,640 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 338,662
Change-338,662 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 337,248
Change-337,248 (-100%)
Value—
Blue Edge Capital, LLC
N/A
Shares— from 332,555
Change-332,555 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 329,000
Change-329,000 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 327,763
Change-327,763 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 326,481
Change-326,481 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 315,300
Change-315,300 (-100%)
Value—
Stephens Inc
N/A
Shares— from 313,064
Change-313,064 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 308,846
Change-308,846 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 306,936
Change-306,936 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 294,351
Change-294,351 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 290,429
Change-290,429 (-100%)
Value—
Black Swift Group, LLC
N/A
Shares— from 283,348
Change-283,348 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 280,011
Change-280,011 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 277,549
Change-277,549 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 265,626
Change-265,626 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 262,939
Change-262,939 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 261,341
Change-261,341 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 256,609
Change-256,609 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 249,023
Change-249,023 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 248,172
Change-248,172 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 246,156
Change-246,156 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 238,710
Change-238,710 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 236,745
Change-236,745 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 234,566
Change-234,566 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 229,047
Change-229,047 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 227,376
Change-227,376 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 227,230
Change-227,230 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 223,246
Change-223,246 (-100%)
Value—
Beacon Harbor Wealth Advisors, Inc.
N/A
Shares— from 220,208
Change-220,208 (-100%)
Value—
Headinvest, LLC
N/A
Shares— from 217,994
Change-217,994 (-100%)
Value—
Delphi Financial Group, Inc.
N/A
Shares— from 217,672
Change-217,672 (-100%)
Value—
a16z Perennial Management, L.P.
N/A
Shares— from 217,155
Change-217,155 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 216,737
Change-216,737 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 216,248
Change-216,248 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 211,536
Change-211,536 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 203,868
Change-203,868 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 203,712
Change-203,712 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 203,192
Change-203,192 (-100%)
Value—
Legacy Capital Wealth Management, LLC
N/A
Shares— from 197,781
Change-197,781 (-100%)
Value—
TPG Financial Advisors, LLC
N/A
Shares— from 197,305
Change-197,305 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 186,565
Change-186,565 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 185,715
Change-185,715 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 181,481
Change-181,481 (-100%)
Value—
Sovereign Investment Advisors, LLC
N/A
Shares— from 181,410
Change-181,410 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 179,498
Change-179,498 (-100%)
Value—
Generation Capital Management LLC
N/A
Shares— from 176,965
Change-176,965 (-100%)
Value—
Coral Wealth Management, LLC
N/A
Shares— from 173,366
Change-173,366 (-100%)
Value—
Hall Capital Management Co Inc
N/A
Shares— from 173,351
Change-173,351 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 169,836
Change-169,836 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 163,144
Change-163,144 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 161,350
Change-161,350 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 160,219
Change-160,219 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 155,371
Change-155,371 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 150,175
Change-150,175 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 149,985
Change-149,985 (-100%)
Value—
Rosenblum Silverman Sutton S F Inc
N/A
Shares— from 149,875
Change-149,875 (-100%)
Value—
Westview Management dba Westview Investment Advisors
N/A
Shares— from 144,078
Change-144,078 (-100%)
Value—
RB Capital Management, LLC
N/A
Shares— from 143,526
Change-143,526 (-100%)
Value—
Retirement Management Systems Inc.
N/A
Shares— from 141,487
Change-141,487 (-100%)
Value—
LeClair Wealth Partners LLC
N/A
Shares— from 137,519
Change-137,519 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 135,903
Change-135,903 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 133,904
Change-133,904 (-100%)
Value—
Bellars Harris Wealth Management, LLC
N/A
Shares— from 132,912
Change-132,912 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 127,660
Change-127,660 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 126,089
Change-126,089 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 125,612
Change-125,612 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 123,176
Change-123,176 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 120,631
Change-120,631 (-100%)
Value—
QVT Financial LP
N/A
Shares— from 118,582
Change-118,582 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 118,025
Change-118,025 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 117,399
Change-117,399 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 117,150
Change-117,150 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 116,368
Change-116,368 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 116,368
Change-116,368 (-100%)
Value—
Blackhawk Capital Partners, LLC
N/A
Shares— from 109,367
Change-109,367 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 107,591
Change-107,591 (-100%)
Value—
Traub Capital Management LLC
N/A
Shares— from 106,000
Change-106,000 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 105,330
Change-105,330 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 105,172
Change-105,172 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 101,688
Change-101,688 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 100,012
Change-100,012 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 99,915
Change-99,915 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 99,835
Change-99,835 (-100%)
Value—
Verition Fund Management LLC
N/A
Shares— from 98,847
Change-98,847 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 97,899
Change-97,899 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 97,450
Change-97,450 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 96,670
Change-96,670 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 94,469
Change-94,469 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 93,956
Change-93,956 (-100%)
Value—
Knott David M Jr
N/A
Shares— from 93,528
Change-93,528 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 92,269
Change-92,269 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 89,165
Change-89,165 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 88,967
Change-88,967 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 88,160
Change-88,160 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 87,660
Change-87,660 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 83,095
Change-83,095 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 83,012
Change-83,012 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 82,875
Change-82,875 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 81,261
Change-81,261 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 80,854
Change-80,854 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 80,647
Change-80,647 (-100%)
Value—
Summitpoint Capital Management
N/A
Shares— from 80,486
Change-80,486 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 79,064
Change-79,064 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 79,027
Change-79,027 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 76,822
Change-76,822 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 76,564
Change-76,564 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 76,097
Change-76,097 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 75,494
Change-75,494 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 73,679
Change-73,679 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 73,666
Change-73,666 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 72,950
Change-72,950 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 71,638
Change-71,638 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 70,365
Change-70,365 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 70,015
Change-70,015 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 69,918
Change-69,918 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 64,749
Change-64,749 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 62,494
Change-62,494 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 61,653
Change-61,653 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 61,358
Change-61,358 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 60,014
Change-60,014 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 59,268
Change-59,268 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 55,115
Change-55,115 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 53,662
Change-53,662 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 52,975
Change-52,975 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 52,796
Change-52,796 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 48,879
Change-48,879 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 48,832
Change-48,832 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 48,721
Change-48,721 (-100%)
Value—
ArrowMark Colorado Holdings LLC
N/A
Shares— from 48,577
Change-48,577 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 48,126
Change-48,126 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 47,950
Change-47,950 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 47,619
Change-47,619 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 47,387
Change-47,387 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 47,116
Change-47,116 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 45,392
Change-45,392 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 45,337
Change-45,337 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 43,718
Change-43,718 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 42,333
Change-42,333 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 41,183
Change-41,183 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 40,217
Change-40,217 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 40,009
Change-40,009 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 39,610
Change-39,610 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 38,958
Change-38,958 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 38,880
Change-38,880 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 38,559
Change-38,559 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 38,426
Change-38,426 (-100%)
Value—
K.J. Harrison & Partners Inc
N/A
Shares— from 38,100
Change-38,100 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 37,760
Change-37,760 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 36,802
Change-36,802 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 36,118
Change-36,118 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 35,816
Change-35,816 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 35,623
Change-35,623 (-100%)
Value—
Circle Wealth Management, LLC
N/A
Shares— from 35,565
Change-35,565 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 35,443
Change-35,443 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 35,178
Change-35,178 (-100%)
Value—
Betterment LLC
N/A
Shares— from 34,791
Change-34,791 (-100%)
Value—
Hamilton Capital Partners, LLC
N/A
Shares— from 34,126
Change-34,126 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 33,572
Change-33,572 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 33,525
Change-33,525 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 33,435
Change-33,435 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 32,626
Change-32,626 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 32,309
Change-32,309 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 31,954
Change-31,954 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 31,943
Change-31,943 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 31,935
Change-31,935 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 30,556
Change-30,556 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 30,530
Change-30,530 (-100%)
Value—
American Trust
N/A
Shares— from 30,202
Change-30,202 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 29,737
Change-29,737 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 29,123
Change-29,123 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 28,494
Change-28,494 (-100%)
Value—
Invst, LLC
N/A
Shares— from 28,357
Change-28,357 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 28,263
Change-28,263 (-100%)
Value—
FMR LLC
N/A
Shares— from 28,070
Change-28,070 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 27,862
Change-27,862 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 26,422
Change-26,422 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 25,960
Change-25,960 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 25,007
Change-25,007 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 23,872
Change-23,872 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 23,865
Change-23,865 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 22,314
Change-22,314 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 22,285
Change-22,285 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 21,177
Change-21,177 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 20,287
Change-20,287 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 19,787
Change-19,787 (-100%)
Value—
Kane Investment Management, Inc.
N/A
Shares— from 19,554
Change-19,554 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 19,448
Change-19,448 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 19,331
Change-19,331 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 19,284
Change-19,284 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 19,129
Change-19,129 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 18,866
Change-18,866 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 18,748
Change-18,748 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 18,475
Change-18,475 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 17,658
Change-17,658 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 17,454
Change-17,454 (-100%)
Value—
Resolute Capital, LLC
N/A
Shares— from 16,513
Change-16,513 (-100%)
Value—
Avise Financial Cooperative, Inc.
N/A
Shares— from 16,463
Change-16,463 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 15,905
Change-15,905 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 15,857
Change-15,857 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 15,526
Change-15,526 (-100%)
Value—
SAM Advisors, LLC
N/A
Shares— from 15,310
Change-15,310 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 14,691
Change-14,691 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 14,681
Change-14,681 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 14,308
Change-14,308 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 14,171
Change-14,171 (-100%)
Value—
WFA of San Diego, LLC
N/A
Shares— from 13,933
Change-13,933 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 13,919
Change-13,919 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 13,649
Change-13,649 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 13,221
Change-13,221 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 13,141
Change-13,141 (-100%)
Value—
BTS Asset Management, Inc.
N/A
Shares— from 13,059
Change-13,059 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 12,784
Change-12,784 (-100%)
Value—
Nest Investments, LLC
N/A
Shares— from 12,679
Change-12,679 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 12,557
Change-12,557 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 12,351
Change-12,351 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 12,171
Change-12,171 (-100%)
Value—
Northwest & Ethical Investments L.P.
N/A
Shares— from 12,050
Change-12,050 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 11,958
Change-11,958 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 11,555
Change-11,555 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 11,211
Change-11,211 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 10,950
Change-10,950 (-100%)
Value—
Genesis Financial Group, LLC
N/A
Shares— from 10,707
Change-10,707 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 10,611
Change-10,611 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 10,400
Change-10,400 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 10,209
Change-10,209 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 10,194
Change-10,194 (-100%)
Value—
Ascent Advisors, LLC
N/A
Shares— from 10,146
Change-10,146 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 9,948
Change-9,948 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 9,697
Change-9,697 (-100%)
Value—
Haverford Financial Services, Inc.
N/A
Shares— from 9,368
Change-9,368 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 9,367
Change-9,367 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 9,352
Change-9,352 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 9,035
Change-9,035 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 8,941
Change-8,941 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 8,794
Change-8,794 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 8,542
Change-8,542 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 8,033
Change-8,033 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 7,857
Change-7,857 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 7,714
Change-7,714 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 7,569
Change-7,569 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 7,426
Change-7,426 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 6,991
Change-6,991 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 6,984
Change-6,984 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 6,918
Change-6,918 (-100%)
Value—
Bulltick Wealth Management, LLC
N/A
Shares— from 6,909
Change-6,909 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 6,760
Change-6,760 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 6,611
Change-6,611 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 6,564
Change-6,564 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 6,274
Change-6,274 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 6,259
Change-6,259 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 6,076
Change-6,076 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 6,073
Change-6,073 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 5,959
Change-5,959 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 5,930
Change-5,930 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 5,353
Change-5,353 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 5,325
Change-5,325 (-100%)
Value—
Ehrenkranz Partners L.P.
N/A
Shares— from 5,282
Change-5,282 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 5,165
Change-5,165 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 5,096
Change-5,096 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 5,009
Change-5,009 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 4,982
Change-4,982 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 4,980
Change-4,980 (-100%)
Value—
Larch Capital Partners LLC
N/A
Shares— from 4,585
Change-4,585 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 4,459
Change-4,459 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 4,440
Change-4,440 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 4,364
Change-4,364 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 4,324
Change-4,324 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 4,081
Change-4,081 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 4,010
Change-4,010 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 3,934
Change-3,934 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 3,462
Change-3,462 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 3,250
Change-3,250 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 2,962
Change-2,962 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,262
Change-1,262 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 1,254
Change-1,254 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 1,239
Change-1,239 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,067
Change-1,067 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 735
Change-735 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 555
Change-555 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 522
Change-522 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 501
Change-501 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 400
Change-400 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 296
Change-296 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 283
Change-283 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 229
Change-229 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 209
Change-209 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 118
Change-118 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 58
Change-58 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
INCREASED14,997,82313,027,417+1,970,406+15%$657.8M$756.9M+$99.2M2026-11-06
Rpoa Advisors, Inc.
NEW6,214,070—+6,214,070——$313.6M—2026-10-19
Barings LLC
INCREASED6,000,0004,909,176+1,090,824+22%$247.9M$302.8M+$55.0M2026-10-22
Keybank National Association
INCREASED5,813,4235,016,481+796,942+16%$253.3M$293.4M+$40.1M2026-11-04
Sage Mountain Advisors LLC
DECREASED5,438,7595,596,571-157,812-3%$282.6M$274.5M-$8.1M2026-11-02
Arch Capital Group Ltd.
UNCHANGED3,941,6653,941,66500%$199.0M$198.9M-$79.2K2026-11-04
Signaturefd, LLC
INCREASED3,720,2603,586,933+133,327+4%$181.1M$187.8M+$6.7M2026-10-23
Kestra Advisory Services, LLC
INCREASED3,522,7953,191,229+331,566+10%$161.1M$178.5M+$17.4M2026-11-02
Midland Wealth Advisors, LLC
DECREASED3,214,2933,668,696-454,403-12%$185.2M$162.2M-$23.0M2026-10-26
Greenleaf Trust
INCREASED2,694,4442,501,173+193,271+8%$126.3M$136.0M+$9.7M2026-10-29
Truist Financial Corp
INCREASED2,564,4032,396,247+168,156+7%$121.0M$129.4M+$8.4M2026-10-30
Cambridge Investment Research Advisors, Inc.
DECREASED2,166,8292,171,507-4,6780%$109.6M$109.4K-$109.5M2026-11-02
Verdence Capital Advisors LLC
INCREASED2,129,157969,793+1,159,364+120%$49.0M$107.5M+$58.5M2026-10-26
Advisors Management Group Inc
INCREASED2,034,5851,968,855+65,730+3%$99.4M$102.7M+$3.3M2026-11-05
Commonwealth Equity Services, LLC
INCREASED1,917,4481,774,345+143,103+8%$89.6M$96.8M+$7.2M2026-11-02
Obermeyer Wealth Partners
INCREASED1,839,3571,631,646+207,711+13%$82.4M$92.8M+$10.5M2026-10-21
Merit Financial Group, LLC
DECREASED1,667,3411,696,203-28,862-2%$85.6M$84.2M-$1.5M2026-11-06
Johnson Financial Group, LLC
INCREASED1,602,569155,172+1,447,397+933%$7.8M$80.9M+$73.0M2026-11-03
Simon Quick Advisors, LLC
INCREASED1,460,8641,242,046+218,818+18%$62.7M$73.7M+$11.0M2026-10-26
Bank of New York Mellon Corp
DECREASED1,401,3181,479,152-77,834-5%$74.7M$70.7M-$4.0M2026-11-05
Gradient Investments LLC
DECREASED1,247,6181,325,757-78,139-6%$66.9M$63.0M-$4.0M2026-10-08
Advisor OS, LLC
INCREASED1,229,5551,207,725+21,830+2%$61.0M$62.1M+$1.1M2026-11-03
Atwood & Palmer Inc
INCREASED1,224,0661,170,199+53,867+5%$59.1M$61.8M+$2.7M2026-10-08
CGC Financial Services, LLC
INCREASED1,154,8781,130,990+23,888+2%$57.1M$58.3M+$1.2M2026-10-13
Fragasso Financial Advisors Inc
INCREASED1,128,1741,071,914+56,260+5%$54.1M$57.0M+$2.9M2026-10-13
Traphagen Investment Advisors LLC
INCREASED970,967880,835+90,132+10%$44.5M$49.0M+$4.5M2026-10-14
Bell Bank
DECREASED895,746918,178-22,432-2%$46.4M$45.2M-$1.2M2026-10-21
Inspirion Wealth Advisors, LLC
INCREASED872,789860,352+12,437+1%$43.4M$44.0M+$601.9K2026-10-09
Nottingham Advisors, Inc.
INCREASED866,243597,437+268,806+45%$40.5M$43.7M+$3.2M2026-10-29
Apollon Wealth Management, LLC
INCREASED861,234767,578+93,656+12%$38.8M$43.5M+$4.7M2026-10-23
Destiny Wealth Partners, LLC
INCREASED856,369722,899+133,470+18%$36.5M$43.2M+$6.7M2026-11-05
Alpine Bank Wealth Management
INCREASED818,865734,486+84,379+11%$37.1M$41.3M+$4.2M2026-10-16
J.W. Cole Advisors, Inc.
INCREASED807,885697,745+110,140+16%$35.2M$40.8M+$5.5M2026-11-05
Vise Technologies, Inc.
INCREASED783,453202,430+581,023+287%$10.2M$39.5M+$29.3M2026-10-29
Evergreen Capital Management LLC
DECREASED724,868884,464-159,596-18%$44.8M$36.7M-$8.1M2026-10-23
Adventist Health System Sunbelt Healthcare Corp
NEW695,300—+695,300——$35.1M—2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED681,344583,640+97,704+17%$29.5M$34.4M+$4.9M2026-10-13
RMG Wealth Management LLC
NEW670,861—+670,861——$33.9M—2026-10-26
Cornerstone Advisory, LLC
INCREASED642,629475,016+167,613+35%$24.0M$32.4M+$8.4M2026-11-06
New England Private Wealth Advisors LLC
INCREASED640,997638,879+2,118+0%$32.4M$32.4M-$8.1K2026-10-19
Albion Financial Group
INCREASED631,306603,903+27,403+5%$30.5M$31.9M+$1.4M2026-10-21
Sowell Financial Services LLC
INCREASED628,105622,822+5,283+1%$31.4M$31.7M+$254.2K2026-10-23
Cornerstone Advisors Asset Management, LLC
DECREASED622,936639,953-17,017-3%$32.3M$31.4M-$871.6K2026-11-06
Brookstone Capital Management
INCREASED621,169613,088+8,081+1%$31.0M$31.4M+$395.6K2026-10-22
Waldron Private Wealth LLC
INCREASED618,741536,366+82,375+15%$27.1M$31.4M+$4.3M2026-11-02
Firethorn Wealth Partners, LLC
DECREASED601,290604,676-3,386-1%$30.5M$30.3M-$182.9K2026-10-14
Diesslin Group, Inc.
DECREASED588,894592,671-3,777-1%$29.9M$29.7M-$202.5K2026-10-14
CX Institutional
DECREASED585,687668,819-83,132-12%$33.8K$29.6K-$4.2K2026-10-02
Leelyn Smith, LLC
INCREASED553,65210,499+543,153+5173%$530.1K$27.9M+$27.4M2026-11-03
Savant Capital, LLC
INCREASED551,695323,280+228,415+71%$16.3M$27.8M+$11.5M2026-11-06
Kestra Private Wealth Services, LLC
INCREASED512,396469,569+42,827+9%$23.7M$25.9M+$2.2M2026-11-06
CVS Health Corp
INCREASED500,00098,795+401,205+406%$5.0M$25.2M+$20.2M2026-11-05
Members Capital Advisors Inc
UNCHANGED498,236498,23600%$25.2M$25.1M-$10.0K2026-10-26
Atlantic Edge Private Wealth Management, LLC
INCREASED494,308472,036+22,272+5%$23.8M$24.9M+$1.1M2026-10-20
PFS Partners, LLC
INCREASED492,803470,572+22,231+5%$23.8M$24.9M+$1.1M2026-10-21
Compass Financial Management LLC
INCREASED488,743357,142+131,601+37%$18.0M$24.7M+$6.6M2026-10-30
Dynamic Financial Group
INCREASED474,882427,670+47,212+11%$21.6M$24.0M+$2.4M2026-10-28
Stonebridge Financial Group, LLC
INCREASED447,579185,270+262,309+142%$9.4M$22.6M+$13.2M2026-10-01
Facet Wealth, Inc.
INCREASED446,091294,148+151,943+52%$14.9M$22.5M+$7.7M2026-11-04
Ocean Park Asset Management, LLC
INCREASED413,500110,400+303,100+275%$5.6M$20.9M+$15.3M2026-10-21
Great Point Wealth Advisors, LLC
INCREASED408,775390,056+18,719+5%$19.7M$20.6M+$936.9K2026-10-15
Whipplewood Advisors, LLC
INCREASED399,284326,599+72,685+22%$16.5M$20.2M+$3.7M2026-10-20
Park Avenue Securities LLC
INCREASED396,118359,233+36,885+10%$18.1M$20.0K-$18.1M2026-10-26
Fusion Capital, LLC
DECREASED395,114400,512-5,398-1%$20.2M$19.9M-$280.5K2026-10-28
Markowski Investments
DECREASED389,794407,951-18,157-4%$20.6M$19.7M-$924.5K2026-10-30
AlphaCore Capital LLC
DECREASED386,553515,393-128,840-25%$26.1M$19.6M-$6.5M2026-11-04
Northcape Wealth Management, LLC
INCREASED384,377382,898+1,479+0%$19.3M$19.4M+$67.0K2026-11-04
Total Clarity Wealth Management, Inc.
INCREASED375,889273,242+102,647+38%$13.8M$19.0M+$5.2M2026-10-26
ARQ Wealth Advisors, LLC
INCREASED374,231329,401+44,830+14%$16.7M$18.9M+$2.2M2026-10-29
Cadent Capital Advisors, LLC
INCREASED372,108298,022+74,086+25%$15.0M$18.8M+$3.7M2026-10-09
Farther Finance Advisors, LLC
INCREASED365,253325,869+39,384+12%$16.5M$18.4M+$2.0M2026-10-08
Creative Financial Designs Inc
INCREASED349,57730,648+318,929+1041%$1.5M$17.6M+$16.1M2026-11-04
Concurrent Investment Advisors, LLC
DECREASED340,856362,985-22,129-6%$18.3M$17.2M-$1.1M2026-10-16
Alliance Wealth Advisors, LLC
INCREASED338,708305,074+33,634+11%$15.4M$17.1M+$1.7M2026-10-28
TT Capital Management LLC
DECREASED333,376439,807-106,431-24%$22.2M$16.8M-$5.4M2026-10-15
Interchange Capital Partners, LLC
INCREASED320,008223,046+96,962+43%$11.3M$15.8M+$4.5M2026-10-28
Voisard Asset Management Group, Inc.
INCREASED316,904289,998+26,906+9%$14.6M$16.0M+$1.4M2026-10-13
SeaBridge Investment Advisors LLC
INCREASED312,743288,801+23,942+8%$14.6M$15.8M+$1.2M2026-11-02
CIBC Asset Management Inc
INCREASED307,000125,000+182,000+146%$6.3M$15.5M+$9.2M2026-11-05
Norden Group LLC
INCREASED301,34250,043+251,299+502%$2.5M$15.2M+$12.7M2026-10-20
MRA Advisory Group
INCREASED296,425247,424+49,001+20%$12.5M$15.0M+$2.5M2026-10-07
Verus Capital Partners, LLC
INCREASED295,808250,825+44,983+18%$12.7M$14.9M+$2.3M2026-11-03
Santori & Peters, Inc.
INCREASED294,535247,139+47,396+19%$12.5M$14.9M+$2.4M2026-10-26
Fortitude Family Office, LLC
INCREASED292,291136,295+155,996+114%$6.9M$14.8M+$7.9M2026-10-14
Crumly & Associates Inc.
INCREASED285,220276,101+9,119+3%$13.9M$14.4M+$454.7K2026-10-07
PNC Financial Services Group, Inc.
INCREASED277,1874,377+272,810+6233%$221.0K$14.0M+$13.8M2026-11-06
Signature Wealth Management Partners, LLC
INCREASED274,459267,076+7,383+3%$13.5M$13.9M+$367.3K2026-10-21
NBZ Investment Advisors LLC
DECREASED272,789274,249-1,460-1%$13.8M$13.8M-$79.2K2026-10-30
Financial Security Advisor, Inc.
DECREASED265,669272,933-7,264-3%$13.8M$13.5M-$373.1K2026-11-03
IFP Advisors, Inc
INCREASED257,265228,282+28,983+13%$11.5M$13.0M+$1.5M2026-10-16
Thrivent Financial for Lutherans
NEW254,156—+254,156——$12.8M—2026-11-05
Nilsine Partners, LLC
INCREASED251,825237,062+14,763+6%$12.0M$12.7M+$740.3K2026-11-02
Independent Financial Group, LLC
INCREASED247,805227,639+20,166+9%$11.5M$12.5M+$1.0M2026-10-13
White Pine Investment Co
INCREASED243,232235,578+7,654+3%$11.9M$12.3K-$11.9M2026-10-15
Innova Wealth Partners
INCREASED239,773199,774+39,999+20%$10.1M$12.1M+$2.0M2026-10-21
Apollon Financial, LLC
INCREASED235,755188,585+47,170+25%$9.5M$11.9M+$2.4M2026-10-23
HCR Wealth Advisors
INCREASED235,714199,097+36,617+18%$10.1M$11.9M+$1.8M2026-10-15
eCIO, Inc.
INCREASED234,685220,349+14,336+7%$11.1M$11.9M+$728.5K2026-11-02
RiverTree Advisors, LLC
DECREASED232,317232,529-2120%$11.7M$11.7M-$15.4K2026-10-13
Finivi Inc.
NEW231,681—+231,681——$11.7M—2026-10-13
MGO One Seven LLC
DECREASED229,841264,981-35,140-13%$13.4M$11.6M-$1.8M2026-10-28
Paragon Advisors, LLC
INCREASED229,708195,168+34,540+18%$9.9M$11.6M+$1.7M2026-11-03
Hidden Cove Wealth Management, LLC
DECREASED227,828248,318-20,490-8%$12.5M$11.5M-$1.0M2026-10-19
Sovran Advisors, LLC
INCREASED225,245185,516+39,729+21%$9.4M$11.4M+$2.0M2026-11-02
Hennion & Walsh Asset Management, Inc.
INCREASED224,215213,931+10,284+5%$10.8M$11.3M+$514.7K2026-10-13
Atria Investments, Inc
DECREASED221,484409,467-187,983-46%$20.7M$11.2M-$9.5M2026-10-15
Compass Financial Group, Inc.
INCREASED212,344209,475+2,869+1%$10.6M$10.7M+$140.6K2026-11-06
Greystone Financial Group, LLC
NEW212,204—+212,204——$10.7M—2026-10-26
RFG Advisory, LLC
INCREASED211,390205,295+6,095+3%$10.4M$10.7M+$303.5K2026-11-03
Secure Asset Management, LLC
INCREASED209,170204,778+4,392+2%$10.3M$10.6M+$217.6K2026-10-19
Westover Capital Advisors, LLC
INCREASED208,416191,266+17,150+9%$9.7M$10.5M+$861.7K2026-10-26
Fiduciary Financial Group, LLC
NEW203,509—+203,509——$10.3M—2026-10-13
Ifrah Financial Services, Inc.
INCREASED203,447200,111+3,336+2%$10.1M$10.3M+$164.4K2026-10-13
Auour Investments LLC
INCREASED202,252168,737+33,515+20%$8.5M$10.2M+$1.7M2026-10-28
Beaumont Asset Management, L.L.C.
INCREASED201,735104,415+97,320+93%$5.3M$10.2M+$4.9M2026-10-16
Diversify Advisory Services, LLC
DECREASED200,297202,777-2,480-1%$10.3M$10.1M-$143.7K2026-10-20
Diversify Wealth Management, LLC
DECREASED200,297202,777-2,480-1%$10.3M$10.1M-$143.7K2026-10-20
E6 Portfolios, LLC
INCREASED196,568164,266+32,302+20%$8.3M$9.9M+$1.6M2026-10-26
BNB Wealth Management, LLC
INCREASED193,455125,217+68,238+55%$6.3M$9.8M+$3.4M2026-10-28
Clearview Wealth Management LLC
DECREASED193,279222,426-29,147-13%$11.2M$9.8M-$1.5M2026-10-16
Kapitalo Investimentos Ltda
NEW191,640—+191,640——$9.7M—2026-10-20
Weaver Consulting Group
INCREASED191,191188,986+2,205+1%$9.5M$9.6M+$107.5K2026-10-07
IVC Wealth Advisors LLC
INCREASED190,947182,973+7,974+4%$9.2M$9.6M+$398.8K2026-10-23
Oppenheimer & Co Inc
INCREASED189,499163,633+25,866+16%$8.3M$9.6M+$1.3M2026-10-26
Denver PWM, LLC
DECREASED188,015188,939-9240%$9.6M$9.5M-$71.2K2026-10-22
Brown Wealth Management, LLC
INCREASED184,227175,545+8,682+5%$8.9M$9.3M+$434.7K2026-10-20
Asset Allocation & Management Company, LLC
INCREASED182,683127,733+54,950+43%$6.4K$9.2K+$2.8K2026-10-13
Carrera Capital Advisors
INCREASED180,202167,582+12,620+8%$8.5M$9.1M+$636.3K2026-11-03
Prairie Advisory, LLC
INCREASED178,12088,056+90,064+102%$4.4M$9.0M+$4.5M2026-10-19
Comprehensive Financial Planning, Inc.
DECREASED173,363174,067-7040%$8.8M$8.7M-$39.0K2026-10-27
HUB Investment Partners, LLC
INCREASED172,088123,840+48,248+39%$6.3M$8.7M+$2.4M2026-11-03
Sterling Investment Management, LLC
DECREASED170,712176,782-6,070-3%$8.9M$8.6M-$309.9K2026-10-16
Regent Peak Wealth Advisors LLC
INCREASED169,420165,665+3,755+2%$8.4M$8.6M+$186.2K2026-10-13
Fortis Group Advisors, LLC
INCREASED167,654151,706+15,948+11%$7.7M$8.5M+$796.8K2026-11-06
StrongBox Wealth, LLC
INCREASED166,24195,014+71,227+75%$4.8M$8.4M+$3.6M2026-11-02
BIP Wealth, LLC
DECREASED165,275171,585-6,310-4%$8.7M$8.3M-$321.9K2026-10-22
Northbridge Financial Group, LLC
INCREASED162,802154,101+8,701+6%$7.8M$8.2M+$440.9K2026-11-05
Lionshead Wealth Management, LLC
DECREASED160,868162,857-1,989-1%$8.3M$8.2M-$105.2K2026-10-21
Englebert Financial Advisers, LLC
INCREASED158,320158,003+317+0%$8.0M$8.0M+$12.8K2026-10-20
Guardian Financial Partners, LLC
INCREASED154,197139,867+14,330+10%$7.1M$7.8M+$720.4K2026-11-04
Sage Advisory Services, Ltd.Co.
INCREASED153,03277,527+75,505+97%$3.9M$7.7M+$3.8M2026-10-29
Harbor Investment Advisory, LLC
INCREASED151,773143,662+8,111+6%$7.3M$7.7M+$406.5K2026-10-13
Goelzer Investment Management, Inc.
INCREASED151,641123,307+28,334+23%$6.2M$7.7M+$1.4M2026-10-16
Citigroup Inc
INCREASED148,914119,934+28,980+24%$6.1M$7.5M+$1.5M2026-11-04
Financial Enhancement Group LLC
INCREASED146,040135,302+10,738+8%$6.8M$7.4M+$545.1K2026-10-08
Clearstead Advisors, LLC
DECREASED145,783162,708-16,925-10%$8.2M$7.4M-$857.5K2026-11-06
Fifth Third Bancorp
INCREASED145,309142,732+2,577+2%$7.2M$7.3M+$127.2K2026-11-05
Power Wealth Management LLC
NEW145,213—+145,213——$7.3M—2026-10-27
Future Financial Wealth Managment LLC
INCREASED144,774140,923+3,851+3%$7.1M$7.3M+$171.8K2026-10-15
Wealthcare Advisory Partners LLC
INCREASED144,717142,568+2,149+2%$7.2M$7.3M+$105.6K2026-10-21
Syntegra Private Wealth Group, LLC
INCREASED135,859132,279+3,580+3%$6.7M$6.9M+$178.0K2026-10-13
Quad-Cities Investment Group, LLC
DECREASED135,110136,502-1,392-1%$6.9M$6.8M-$73.0K2026-10-16
Signal Advisors Wealth, LLC
INCREASED134,968125,266+9,702+8%$6.3M$6.8M+$487.1K2026-10-13
M Holdings Securities, Inc.
INCREASED134,89369,674+65,219+94%$3.5M$6.8M+$3.3M2026-11-03
Beacon Financial Group
INCREASED134,567129,670+4,897+4%$6.5M$6.8M+$244.5K2026-10-19
Valmark Advisers, Inc.
INCREASED133,476120,229+13,247+11%$6.1M$6.7M+$666.2K2026-11-06
Market Street Wealth Management Advisors LLC
NEW132,851—+132,851——$6.7M—2026-10-09
Lido Advisors, LLC
INCREASED131,156112,064+19,092+17%$5.7M$6.6M+$955.8K2026-11-04
Wealth Enhancement Trust Services, Inc.
INCREASED129,62099,794+29,826+30%$5.0M$6.5M+$1.5M2026-10-07
Liberty Atlantic Advisors LLC
INCREASED129,261108,980+20,281+19%$5.5M$6.5M+$1.0M2026-10-14
Curtis Advisory Group, LLC
INCREASED128,724123,384+5,340+4%$6.2M$6.5M+$267.0K2026-10-28
IFC & Insurance Marketing, Inc.
INCREASED127,114118,320+8,794+7%$6.0M$6.4M+$448.0K2026-10-16
Core Wealth Partners LLC
INCREASED125,94384,109+41,834+50%$4.2M$6.4M+$2.1M2026-11-02
Sound Portfolio Advisors, LLC
INCREASED125,33489,050+36,284+41%$4.5M$6.3M+$1.8M2026-11-05
MBA Advisors LLC
DECREASED124,856130,193-5,337-4%$6.6M$6.3M-$272.0K2026-10-29
J.Safra Asset Management Corp
INCREASED122,967109,906+13,061+12%$5.5M$6.2M+$657.0K2026-11-03
Lincoln Capital Corp
INCREASED122,570120,840+1,730+1%$6.1M$6.2M+$84.9K2026-10-13
Three Magnolias Financial Advisors, LLC
DECREASED122,150123,268-1,118-1%$6.2M$6.2M-$58.9K2026-10-14
Stirlingshire Investments, Inc.
INCREASED121,50493,437+28,067+30%$4.7M$6.2M+$1.4M2026-11-05
Howard Wealth Management, LLC
INCREASED121,060100,177+20,883+21%$5.1M$6.1M+$1.1M2026-10-28
Visionary Wealth Advisors
INCREASED120,719115,521+5,198+5%$5.8M$6.1M+$260.0K2026-11-04
Ridgeline Wealth, LLC
DECREASED116,027121,588-5,561-5%$6.1M$5.9M-$273.8K2026-10-14
Crusonia Wealth Advisors LLC
INCREASED115,44890,564+24,884+27%$4.6M$5.8M+$1.3M2026-10-26
Financial Partners Group, Inc
INCREASED114,61688,352+26,264+30%$4.5M$5.8M+$1.3M2026-10-19
Paragon Capital Management Inc
DECREASED113,248116,522-3,274-3%$5.9M$5.7M-$167.6K2026-10-15
Virtue Capital Management, LLC
INCREASED111,259103,618+7,641+7%$5.2M$5.6M+$383.6K2026-10-29
Kelly Financial Services LLC
DECREASED108,357129,226-20,869-16%$6.5M$5.5M-$1.1M2026-10-20
Ballast Rock Private Wealth LLC
DECREASED107,420199,007-91,587-46%$10.1M$5.4M-$4.6M2026-10-26
Mirae Asset Global Investments Co., Ltd.
NEW105,007—+105,007——$5.3M—2026-11-03
US Bancorp \de\
DECREASED104,821106,115-1,294-1%$5.4M$5.3M-$67.4K2026-11-05
Cynosure Group, LLC
DECREASED104,238160,474-56,236-35%$8.1M$5.3M-$2.8M2026-11-03
Split Rock Private Trading & Wealth Management, LLC
DECREASED103,327112,112-8,785-8%$5.7M$5.2M-$445.6K2026-10-15
Opinicus Capital, Inc.
INCREASED101,66563,074+38,591+61%$3.2M$5.1M+$1.9M2026-10-28
Wespac Advisors SoCal, LLC
DECREASED101,660236,757-135,097-57%$12.0M$5.1M-$6.8M2026-10-13
Summit Financial Strategies, Inc.
INCREASED100,12191,014+9,107+10%$4.6M$5.1M+$457.8K2026-10-14
Bulwark Capital Corp
INCREASED98,34694,428+3,918+4%$4.8M$5.0M+$195.9K2026-10-13
Chicago Partners Investment Group LLC
INCREASED97,84712,244+85,603+699%$619.9K$5.0M+$4.3M2026-10-27
VestGen Advisors, LLC
INCREASED97,47188,374+9,097+10%$4.5M$4.9M+$457.4K2026-10-27
Flagship Capital Management Inc.
INCREASED97,38796,849+538+1%$4.9M$4.9M+$25.2K2026-10-20
Koshinski Asset Management, Inc.
INCREASED95,55686,366+9,190+11%$4.4M$4.8M+$462.1K2026-10-29
Capital Investment Advisory Services, LLC
INCREASED95,40384,703+10,700+13%$4.3M$4.8M+$538.4K2026-10-30
Legacy Capital Wealth Partners, LLC
INCREASED93,38792,617+770+1%$4.7M$4.7M+$37.0K2026-10-21
Gibbs Wealth Management
INCREASED92,88980,292+12,597+16%$4.1M$4.7M+$634.2K2026-10-22
Cox Capital Mgt LLC
DECREASED92,808100,862-8,054-8%$5.1M$4.7M-$408.5K2026-10-07
Indivisible Partners
INCREASED92,80446,947+45,857+98%$2.4M$4.7M+$2.3M2026-10-26
Winebrenner Capital Management LLC
DECREASED91,19195,549-4,358-5%$4.8M$4.6M-$221.9K2026-10-07
Breakwater Capital Group
INCREASED90,95380,613+10,340+13%$4.1M$4.6M+$520.2K2026-10-09
Diversified Portfolios, Inc.
INCREASED90,88136,044+54,837+152%$1.8M$4.6M+$2.8M2026-11-04
Walser Wealth Management Company, A Ltd Liability Co
DECREASED89,91295,866-5,954-6%$4.8M$4.5M-$302.4K2026-10-15
Toth Financial Advisory Corp
INCREASED89,80437,294+52,510+141%$1.9M$4.5M+$2.6M2026-10-08
Elevation Point Wealth Partners, LLC
INCREASED89,00568,267+20,738+30%$3.5M$4.5M+$1.0M2026-11-05
Mendel Money Management
INCREASED88,72378,972+9,751+12%$4.0M$4.5M+$490.3K2026-11-02
QTR Family Wealth, LLC
INCREASED88,64584,979+3,666+4%$4.3M$4.5M+$183.3K2026-11-02
Ascentis Independent Advisors
INCREASED88,17424,573+63,601+259%$1.2M$4.5M+$3.2M2026-11-03
Central Pacific Bank - Trust Division
DECREASED87,170111,405-24,235-22%$5.6M$4.4M-$1.2M2026-10-06
Alpha Zero LLC
INCREASED86,78672,474+14,312+20%$3.7M$4.4M+$715.1K2026-11-06
Sanchez Wealth Management Group
DECREASED85,147999,572-914,425-91%$50.5M$4.3M-$46.2M2026-11-02
Basso Capital Management, L.P.
INCREASED85,13660,433+24,703+41%$3.1M$4.3M+$1.2M2026-10-30
AdvisorNet Financial, Inc
INCREASED83,79762,042+21,755+35%$3.1M$4.2M+$1.1M2026-10-15
Accel Wealth Management
DECREASED82,20686,453-4,247-5%$4.4M$4.1M-$216.1K2026-10-13
PFG Advisors
INCREASED79,22571,139+8,086+11%$3.6M$4.0M+$406.7K2026-10-16
Family Office Research LLC
INCREASED78,37257,294+21,078+37%$2.9M$4.0M+$1.1M2026-10-14
Aspen Private Advisors, LLC
INCREASED78,19367,888+10,305+15%$3.4M$3.9M+$518.7K2026-10-27
Choreo, LLC
DECREASED78,172239,472-161,300-67%$12.1M$4.0M-$8.2M2026-10-28
Millennium Capital Advisors, LLC
INCREASED77,01376,965+48+0%$3.9M$3.9M+$8752026-10-16
TrueMark Investments, LLC
INCREASED76,05074,070+1,980+3%$3.7M$3.8M+$98.5K2026-11-05
Autumn Glory Partners, LLC
UNCHANGED75,87975,87900%$3.8M$3.8M-$1.5K2026-10-26
Perigon Wealth Management, LLC
INCREASED74,70564,290+10,415+16%$3.2M$3.8M+$524.4K2026-10-22
Childress Capital Advisors, LLC
INCREASED74,32149,451+24,870+50%$2.5M$3.8M+$1.3M2026-10-28
YHB Investment Advisors, Inc.
INCREASED73,49757,387+16,110+28%$2.9M$3.7M+$811.9K2026-10-08
Sage Rhino Capital LLC
DECREASED72,39792,210-19,813-21%$4.7M$3.7M-$1.0M2026-10-28
Baker Avenue Asset Management, LP
DECREASED72,33172,373-420%$3.7M$3.7M-$3.6K2026-11-06
Private Advisory Group LLC
DECREASED72,18277,345-5,163-7%$3.9M$3.6M-$262.1K2026-11-06
MBL Wealth, LLC
NEW71,770—+71,770——$3.6M—2026-10-22
Value Investment Professionals, LLC
DECREASED71,42872,287-859-1%$3.6M$3.6M-$44.8K2026-10-13
Moulton Wealth Management, Inc
INCREASED71,2624,125+67,137+1628%$208.3K$3.6M+$3.4M2026-10-13
Ignite Planners, LLC
NEW71,207—+71,207——$3.6M—2026-10-14
Brucke Financial, Inc.
INCREASED70,89357,056+13,837+24%$2.9M$3.6M+$697.2K2026-10-23
B. Riley Wealth Advisors, Inc.
INCREASED67,57046,381+21,189+46%$2.4M$3.4M+$1.1M2026-10-13
Revisor Wealth Management LLC
INCREASED67,21736,873+30,344+82%$1.9M$3.4M+$1.5M2026-10-20
Sigma Planning Corp
DECREASED66,83588,367-21,532-24%$4.5M$3.4M-$1.1M2026-10-23
Cooper Financial Group
INCREASED66,27665,345+931+1%$3.3M$3.3M+$45.7K2026-10-07
Helium Advisors LLC
INCREASED66,23465,527+707+1%$3.3M$3.3M+$34.4K2026-10-23
Q3 Asset Management
INCREASED66,09946,156+19,943+43%$2.3M$3.3M+$1.0M2026-11-06
Davenport & Co LLC
INCREASED65,08445,971+19,113+42%$2.3M$3.3M+$963.7K2026-10-14
Creative Planning
DECREASED64,76469,151-4,387-6%$3.5M$3.3M-$222.8K2026-11-02
Hohimer Wealth Management, LLC
DECREASED64,08064,480-400-1%$3.3M$3.2M-$21.5K2026-11-04
Collaborative Fund Advisors, LLC
DECREASED63,882104,418-40,536-39%$5.3M$3.2M-$2.0M2026-11-02
M.E. Allison & Co., Inc.
DECREASED63,22466,539-3,315-5%$3.4M$3.2M-$168.7K2026-10-09
Whalen Wealth Management Inc.
DECREASED62,70963,314-605-1%$3.2M$3.2M-$31.8K2026-10-08
EdgeRock Capital LLC
INCREASED62,08458,578+3,506+6%$3.0M$3.1M+$175.8K2026-11-03
Macroview Investment Management LLC
INCREASED61,27053,519+7,751+14%$2.7M$3.1M+$390.1K2026-10-26
Tableaux LLC
NEW60,506—+60,506——$3.1M—2026-10-23
Wilkerson Advisory Group LLC
INCREASED60,45856,265+4,193+7%$2.8M$3.1M+$210.5K2026-10-20
Darden Wealth Group Inc
INCREASED59,59558,046+1,549+3%$2.9M$3.0M+$77.0K2026-11-06
Davis Investment Partners, LLC
DECREASED59,51360,032-519-1%$3.0M$3.0M-$27.4K2026-11-05
Partners Wealth Management, LLC
NEW58,580—+58,580——$3.0M—2026-10-28
GK Wealth Management LLC
DECREASED58,42064,808-6,388-10%$3.3M$2.9M-$323.6K2026-10-09
KG Capital Management
INCREASED58,41834,701+23,717+68%$1.8M$2.9M+$1.2M2026-10-15
Essential Investment Partners LLC
INCREASED58,15837,749+20,409+54%$1.9M$2.9M+$1.0M2026-10-27
Buck Wealth Strategies, LLC
INCREASED57,94459+57,885+98110%$3.0K$2.9M+$2.9M2026-10-28
Focus Financial Network, Inc.
INCREASED57,92446,352+11,572+25%$2.3M$2.9M+$585.5K2026-10-14
Wise Wealth Partners
NEW57,652—+57,652——$2.9M—2026-10-14
NewCorp Financial Services, Inc.
NEW56,029—+56,029——$2.8M—2026-10-14
tru Independence LLC
DECREASED55,97256,398-426-1%$2.8M$2.8M-$22.6K2026-10-20
NovaPoint Capital, LLC
INCREASED53,90449,751+4,153+8%$2.5M$2.7M+$208.6K2026-10-22
True Private Wealth Advisors
DECREASED51,21151,212-10%$2.6M$2.6M-$1.0K2026-10-19
John W. Brooker & Co., CPAs
INCREASED50,41241,369+9,043+22%$2.1M$2.5M+$455.6K2026-10-21
AXS Investments LLC
INCREASED48,90533,878+15,027+44%$1.7M$2.5M+$757.7K2026-11-04
Keeler Thomas Management LLC
INCREASED48,21144,525+3,686+8%$2.2M$2.4M+$185.1K2026-10-29
Ipsen Advisor Group LLC
DECREASED47,76348,831-1,068-2%$2.5M$2.4M-$54.9K2026-10-29
Calamos Advisors LLC
UNCHANGED47,48147,48100%$2.4M$2.4M-$9502026-11-02
Andina Capital Management, LLC
INCREASED47,38245,206+2,176+5%$2.3M$2.4M+$108.9K2026-10-21
Eagle Global Advisors LLC
UNCHANGED47,35047,35000%$2.4M$2.4M-$9472026-11-02
Paladin Wealth, LLC
DECREASED47,26948,213-944-2%$2.4M$2.4M-$48.6K2026-10-23
Sulzberger Capital Advisors, Inc.
NEW46,637—+46,637——$2.4M—2026-10-20
Stonebridge Financial Planning Group, LLC
INCREASED46,48045,231+1,249+3%$2.3M$2.3M+$62.1K2026-11-06
Citizens National Bank Trust Department
DECREASED46,47347,329-856-2%$2.4M$2.3M-$44.1K2026-11-04
Everest Financial Group LLC
INCREASED45,71142,547+3,164+7%$2.1M$2.3M+$158.8K2026-11-06
Detalus Advisors, LLC
DECREASED45,37650,170-4,794-10%$2.5M$2.3M-$243.0K2026-10-15
Founders Financial Securities LLC
DECREASED45,11845,519-401-1%$2.3M$2.3M-$21.1K2026-10-28
Nations Financial Group Inc,
DECREASED44,92892,915-47,987-52%$4.7M$2.3M-$2.4M2026-11-05
Spire Wealth Management
INCREASED44,74343,020+1,723+4%$2.2M$2.3M+$86.1K2026-10-30
Sharkey, Howes & Javer
INCREASED43,86943,395+474+1%$2.2M$2.2M+$23.0K2026-10-22
Beverly Hills Private Wealth, LLC
DECREASED43,74899,277-55,529-56%$5.0M$2.2M-$2.8M2026-11-04
OpenArc Corporate Advisory, LLC
UNCHANGED43,60843,60800%$2.2M$2.2M-$8722026-10-21
Knights of Columbus Asset Advisors LLC
DECREASED43,314107,828-64,514-60%$5.4M$2.2M-$3.3M2026-11-05
Absolute Capital Management, LLC
DECREASED43,13180,228-37,097-46%$4.1M$2.2M-$1.9M2026-10-16
CGN Advisors LLC
INCREASED42,68636,860+5,826+16%$1.9M$2.2M+$293.3K2026-10-21
Avidian Wealth Enterprises, LLC
INCREASED42,60338,797+3,806+10%$2.0M$2.2M+$191.3K2026-10-08
Kennedy Investment Group, Inc.
DECREASED42,24643,947-1,701-4%$2.2M$2.1M-$86.7K2026-10-21
4Wealth Advisors, Inc.
INCREASED42,09037,444+4,646+12%$1.9M$2.1M+$235.4K2026-10-13
Beacon Financial Advisory LLC
DECREASED42,07051,188-9,118-18%$2.6M$2.1M-$461.2K2026-10-16
Savior LLC
NEW41,579—+41,579——$2.1M—2026-10-13
Balance Wealth Partners LLC
INCREASED41,55635,421+6,135+17%$1.8M$2.1M+$308.9K2026-10-27
CRA Financial Services, LLC
DECREASED41,50042,729-1,229-3%$2.2M$2.1M-$62.9K2026-10-16
Stone Wealth Partners
NEW40,883—+40,883——$2.1M—2026-11-05
Clear Creek Financial Management, LLC
DECREASED40,65644,222-3,566-8%$2.2M$2.1M-$180.9K2026-10-28
M Wealth Management, LLC
INCREASED39,19132,912+6,279+19%$1.7M$2.0M+$316.3K2026-10-14
Dynamic Advisor Solutions LLC
DECREASED38,88544,448-5,563-13%$2.2M$2.0M-$281.6K2026-10-13
Bauman Advisory Group, LLC
INCREASED37,92436,362+1,562+4%$1.8M$1.9M+$78.1K2026-10-29
Iams Wealth Management, LLC
DECREASED37,90538,527-622-2%$1.9M$1.9M-$32.1K2026-10-15
Portside Wealth Group, LLC
INCREASED37,84533,976+3,869+11%$1.7M$1.9M+$194.6K2026-10-20
Trek Financial, LLC
INCREASED37,83627,046+10,790+40%$1.4M$1.9M+$544.1K2026-10-29
Able Financial Group, LLC
NEW37,665—+37,665——$1.9M—2026-10-14
Bright Futures Wealth Management, Llc.
INCREASED37,56736,613+954+3%$1.8M$1.9M+$47.4K2026-10-23
ShoreHaven Wealth Partners, LLC
DECREASED37,37452,343-14,969-29%$2.6M$1.9M-$756.5K2026-10-16
Condor Capital Management
INCREASED37,30733,695+3,612+11%$1.7M$1.9M+$181.6K2026-11-06
Endeavor Private Wealth, Inc.
DECREASED36,74942,811-6,062-14%$2.2M$1.9M-$308.0K2026-11-05
Cape Investment Advisory, Inc.
DECREASED36,35737,714-1,357-4%$1.9M$1.8M-$69.3K2026-10-13
E&G Advisors, LLC
DECREASED35,56036,490-930-3%$1.8M$1.8M-$47.7K2026-10-13
Assetmark, Inc
DECREASED35,16636,591-1,425-4%$1.8M$1.8M-$72.7K2026-10-21
Segment Wealth Management, LLC
INCREASED33,52033,485+35+0%$1.7M$1.7M+$1.1K2026-10-26
Equity Wealth Partners, LLC
INCREASED33,26824,693+8,575+35%$1.2M$1.7M+$432.3K2026-10-26
Wedbush Securities Inc
INCREASED32,71927,987+4,732+17%$1.4M$1.7K-$1.4M2026-10-22
Baker Tilly Wealth Management, LLC
NEW32,457—+32,457——$1.6M—2026-10-05
Lake Hills Wealth Management, LLC
DECREASED32,03732,727-690-2%$1.7M$1.6M-$35.5K2026-10-07
Legacy Financial Strategies, LLC
DECREASED31,84432,360-516-2%$1.6M$1.6M-$26.7K2026-10-15
Kingswood Wealth Advisors, LLC
INCREASED31,58016,067+15,513+97%$811.2K$1.6M+$782.6K2026-10-23
Community Bank, N.A.
DECREASED30,63832,347-1,709-5%$1.6M$1.5M-$86.9K2026-11-06
Prospera Financial Services Inc
INCREASED29,80917,834+11,975+67%$901.2K$1.5M+$602.6K2026-11-04
Key Client Fiduciary Advisors, LLC
INCREASED29,3717,171+22,200+310%$362.1K$1.5M+$1.1M2026-10-19
Berman McAleer LLC
INCREASED29,30225,587+3,715+15%$1.3M$1.5M+$187.0K2026-10-16
RDA Financial Network
DECREASED29,05586,645-57,590-66%$4.4M$1.5M-$2.9M2026-10-15
Castle Rock Wealth Management, LLC
INCREASED28,98226,662+2,320+9%$1.3M$1.5M+$117.2K2026-10-09
Freestate Advisors LLC
INCREASED28,95128,429+522+2%$1.4M$1.5M+$25.8K2026-10-09
LightSquare Wealth Management, LLC
INCREASED28,87219,615+9,257+47%$990.3K$1.5M+$466.8K2026-11-03
Fulcrum Wealth Advisors, LLC
INCREASED28,12127,451+670+2%$1.4M$1.4M+$33.2K2026-10-16
Integrity Advisory Solutions, LLC
NEW28,087—+28,087——$1.4M—2026-10-29
Regions Financial Corp
INCREASED28,07019,402+8,668+45%$979.6K$1.4M+$437.1K2026-11-05
Avid Wealth Partners LLC
INCREASED27,91820,070+7,848+39%$1.0M$1.4M+$395.7K2026-11-03
Moors & Cabot, Inc.
INCREASED27,80825,655+2,153+8%$1.3M$1.4M+$108.1K2026-11-06
Transce3nd, LLC
INCREASED27,6242,724+24,900+914%$137.7K$1.4M+$1.3M2026-10-26
Pacific Park Financial, Inc.
INCREASED27,47622,771+4,705+21%$1.1M$1.4M+$237.0K2026-10-13
Three Seasons Wealth, LLC
INCREASED27,1595,847+21,312+364%$295.2K$1.4M+$1.1M2026-11-03
Sloy Dahl & Holst, LLC
INCREASED27,12024,920+2,200+9%$1.3M$1.4M+$110.5K2026-10-14
Spectrum Advisors, Inc.
INCREASED26,58923,111+3,478+15%$1.2M$1.3M+$175.1K2026-11-03
Pullen Investment Management, LLC
DECREASED26,43828,312-1,874-7%$1.4M$1.3M-$95.1K2026-10-23
Herbst Group, LLC
INCREASED25,79824,693+1,105+4%$1.2M$1.3M+$55.3K2026-10-20
Fermata Advisors, LLC
INCREASED25,56724,863+704+3%$1.3M$1.3M+$35.0K2026-10-13
Ehrlich Financial Group
DECREASED25,49126,467-976-4%$1.3M$1.3M-$49.8K2026-10-20
Atlas Private Wealth Advisors
DECREASED25,44634,988-9,542-27%$1.8M$1.3M-$482.3K2026-10-23
Prosperity Financial Group, Inc.
DECREASED24,70132,308-7,607-24%$1.6M$1.2M-$384.6K2026-10-29
Daymark Wealth Partners, LLC
INCREASED24,03010,335+13,695+133%$521.8K$1.2M+$691.0K2026-11-04
Blue Trust, Inc.
DECREASED23,77323,877-1040%$1.2M$1.2M-$5.7K2026-10-15
Emerald Advisors, LLC
INCREASED23,72817,421+6,307+36%$879.6K$1.2M+$318.0K2026-10-13
Bucket List Wealth Management, LLC
DECREASED23,52524,055-530-2%$1.2M$1.2M-$27.2K2026-10-22
Key FInancial Inc
INCREASED23,37617,546+5,830+33%$885.9K$1.2M+$293.9K2026-11-02
First Financial Group Corp
DECREASED23,29023,830-540-2%$1.2M$1.2M-$27.7K2026-10-22
Lanark Financial, Inc.
DECREASED23,21323,853-640-3%$1.2M$1.2M-$32.8K2026-10-26
Money Concepts Capital Corp
INCREASED22,79316,765+6,028+36%$846.5K$1.2M+$303.9K2026-11-06
Channel Wealth LLC
INCREASED22,28318,760+3,523+19%$947.2K$1.1M+$177.4K2026-11-06
Legacy Advisors, LLC
INCREASED22,26721,280+987+5%$1.1M$1.1M+$49.6K2026-10-19
Princeton Global Asset Management LLC
INCREASED22,12317,163+4,960+29%$866.6K$1.1M+$250.0K2026-10-21
Sterling Investment Advisors, Ltd.
INCREASED22,06510,590+11,475+108%$534.7K$1.1M+$578.9K2026-10-27
Allspring Global Investments Holdings, LLC
UNCHANGED21,80021,80000%$1.1M$1.1M-$4362026-11-04
Magnus Financial Group LLC
DECREASED21,73830,482-8,744-29%$1.5M$1.1M-$441.9K2026-10-21
Focused Alpha, LLC
INCREASED21,33718,903+2,434+13%$954.4K$1.1M+$122.5K2026-10-20
Wealthcare Capital Partners, LLC
INCREASED21,18920,404+785+4%$1.0M$1.1M+$39.2K2026-10-21
Quadrant Private Wealth Management, LLC
DECREASED21,02723,131-2,104-9%$1.2M$1.1M-$107.5K2026-11-04
Bouvel Investment Partners, LLC
NEW20,733—+20,733——$1.0M—2026-10-13
Optivise Advisory Services LLC
INCREASED20,49719,989+508+3%$1.0M$1.0M+$25.2K2026-10-19
Highline Wealth Partners LLC
DECREASED20,43940,191-19,752-49%$2.0M$1.0M-$997.7K2026-10-19
Capital Investment Advisors, LLC
NEW20,276—+20,276——$1.0M—2026-10-22
Burford Brothers, Inc.
INCREASED20,17018,220+1,950+11%$919.9K$1.0M+$98.1K2026-10-21
D.A. Davidson & Co.
INCREASED19,8365,774+14,062+244%$291.5K$1.0M+$709.6K2026-10-28
Integrated Advisors Network LLC
INCREASED19,53519,386+149+1%$978.9K$985.9K+$7.1K2026-10-20
Cornerstone Wealth Group, LLC
DECREASED19,43319,614-181-1%$990.3K$980.8K-$9.5K2026-11-02
South Shore Capital Advisors
INCREASED18,7649,320+9,444+101%$470.6K$947.0K+$476.5K2026-10-20
Level Four Advisory Services, LLC
INCREASED18,7017,540+11,161+148%$380.7K$943.9K+$563.1K2026-11-06
Prime Capital Investment Advisors, LLC
INCREASED18,58616,949+1,637+10%$855.7K$938.0K+$82.3K2026-10-20
Almanack Investment Partners, Llc.
INCREASED18,52312,784+5,739+45%$645.5K$934.9K+$289.4K2026-11-03
Rose Capital Advisors LLC
INCREASED18,14717,276+871+5%$872.3K$915.9K+$43.6K2026-11-04
Worth Financial Advisory Group, LLC
INCREASED17,78617,039+747+4%$860.3K$897.7K+$37.4K2026-10-19
StoneCrest Wealth Management, Inc.
INCREASED17,7259,943+7,782+78%$502.0K$894.6K+$392.6K2026-11-03
Global Assets Advisory, LLC
INCREASED17,5938,779+8,814+100%$443.3K$888.4K+$445.2K2026-10-28
Cyndeo Wealth Partners, LLC
INCREASED17,53812,870+4,668+36%$649.8K$885.2K+$235.3K2026-10-16
Ashton Thomas Private Wealth, LLC
INCREASED17,38014,298+3,082+22%$721.9K$877.2K+$155.2K2026-11-03
Uptown Financial Advisors LLC
UNCHANGED17,36117,36100%$876.6K$876.2K-$3472026-10-15
Client First Investment Management LLC
DECREASED17,08118,053-972-5%$911.5K$862.1K-$49.4K2026-10-09
Parsons Capital Management Inc
DECREASED16,88618,748-1,862-10%$946.6K$852.2K-$94.4K2026-10-28
Kelleher Financial Advisors
INCREASED16,83115,823+1,008+6%$798.9K$849.5K+$50.6K2026-10-30
Compound Planning, Inc.
DECREASED16,78617,399-613-4%$878.5K$847.2K-$31.3K2026-11-05
SteelPeak Wealth, LLC
INCREASED16,33116,236+95+1%$823.0K$827.5K+$4.5K2026-10-16
High Note Wealth, LLC
UNCHANGED16,27616,27600%$821.8K$821.5K-$3252026-10-27
Principle Wealth Partners LLC
INCREASED16,26610,327+5,939+58%$521.4K$821.0K+$299.6K2026-11-02
RHL Group, LLC
NEW15,819—+15,819——$798.4K—2026-11-04
Steinberganna Wealth Management
INCREASED15,66615,555+111+1%$785.4K$790.7K+$5.3K2026-10-23
International Assets Investment Management, LLC
INCREASED15,61210,757+4,855+45%$543.2K$788.3K+$245.1K2026-11-02
Cora Capital Advisors LLC
INCREASED15,53514,549+986+7%$734.6K$784.1K+$49.5K2026-11-02
KPP Advisory Services LLC
DECREASED15,21819,419-4,201-22%$980.5K$768.0K-$212.4K2026-10-26
Opal Wealth Advisors, LLC
INCREASED15,01014,551+459+3%$734.7K$757.6K+$22.9K2026-10-16
Belvedere Trading LLC
NEW14,949—+14,949——$754.5K—2026-11-05
Lynx Investment Advisory
DECREASED14,42523,065-8,640-37%$1.2M$728.0K-$436.5K2026-10-27
Triumph Capital Management
DECREASED14,39514,840-445-3%$749.3K$726.5K-$22.8K2026-10-14
Columbia Advisory Partners LLC
INCREASED14,2657,135+7,130+100%$360.2K$720.0K+$359.7K2026-10-15
J.M. Arbour, LLC
DECREASED14,12814,466-338-2%$730.4K$713.0K-$17.3K2026-11-05
Accurate Wealth Management, LLC
INCREASED13,9309,925+4,005+40%$501.7K$704.2K+$202.5K2026-10-20
Richmond Investment Services, LLC
INCREASED13,63113,508+123+1%$682.0K$688.0K+$5.9K2026-10-29
Alchemi Wealth, LLC
INCREASED13,20312,849+354+3%$648.8K$666.4K+$17.6K2026-11-04
Private Trust Co NA
INCREASED13,19111,909+1,282+11%$601.3K$665.8K+$64.5K2026-10-20
Avaii Wealth Management, LLC
INCREASED12,84411,947+897+8%$603.2K$648.4K+$45.2K2026-10-09
Rise Advisors, LLC
DECREASED12,81214,472-1,660-11%$730.7K$646.6K-$84.1K2026-10-16
Balefire, LLC
DECREASED12,69614,410-1,714-12%$727.6K$640.8K-$86.8K2026-10-09
Daviman Financial, LLC
NEW12,527—+12,527——$632.2K—2026-11-06
Leo Wealth, LLC
NEW12,501—+12,501——$630.9K—2026-10-26
First Heartland Consultants, Inc.
INCREASED12,36411,918+446+4%$601.7K$624.0K+$22.3K2026-10-08
Wealth Management Partners, LLC
DECREASED12,32016,458-4,138-25%$831.0K$621.8K-$209.2K2026-10-21
Impact Capital Partners LLC
INCREASED11,91911,215+704+6%$566.2K$601.5K+$35.3K2026-10-22
Independence Asset Advisors, LLC
NEW11,860—+11,860——$601.0K—2026-10-23
Gilliland Jeter Wealth Management LLC
NEW11,786—+11,786——$594.8K—2026-10-28
Thrive Wealth Management, LLC
NEW11,615—+11,615——$586.2K—2026-10-13
Boyd Watterson Asset Management LLC
INCREASED11,6008,000+3,600+45%$403.9K$585.5K+$181.5K2026-11-06
Redwood Family Wealth LLC
DECREASED11,59311,701-108-1%$590.8K$585.1K-$5.7K2026-10-20
City Center Advisors, LLC
INCREASED11,4726,841+4,631+68%$345.4K$579.0K+$233.6K2026-10-08
Elm3 Financial Group, LLC
DECREASED11,42311,538-115-1%$582.6K$576.5K-$6.0K2026-10-07
Steel Grove Capital Advisors, LLC
INCREASED11,28810,906+382+4%$550.6K$569.7K+$19.0K2026-10-13
Rossby Financial, LCC
DECREASED11,26711,517-250-2%$581.5K$568.6K-$12.8K2026-11-05
Paladin Partners, LLC
INCREASED11,21010,636+574+5%$537.0K$565.8K+$28.8K2026-10-06
Krilogy Financial LLC
DECREASED11,10912,587-1,478-12%$635.5K$561.6K-$74.0K2026-10-13
USAdvisors Wealth Management, LLC
DECREASED11,05975,583-64,524-85%$3.8M$558-$3.8M2026-10-21
Exchange Traded Concepts, LLC
DECREASED10,83337,820-26,987-71%$1.9M$546.7K-$1.4M2026-10-28
Robertson Stephens Wealth Management, LLC
INCREASED10,6269,710+916+9%$492.2K$538.4K+$46.2K2026-10-16
Colton Groome Financial Advisors, LLC
UNCHANGED10,46610,46600%$528.4K$528.2K-$2092026-10-06
Townsend Financial Planning, LLC
INCREASED10,3454,416+5,929+134%$223.0K$522.1K+$299.2K2026-11-02
KWB Wealth
INCREASED10,3407,859+2,481+32%$396.8K$521.8K+$125.0K2026-10-16
Mather Group, Llc.
DECREASED10,05010,554-504-5%$532.9K$507.2K-$25.6K2026-10-14
Laurel Wealth Advisors LLC
UNCHANGED10,00010,00000%$504.9K$504.7K-$2002026-10-27
Euro Pacific Asset Management, LLC
UNCHANGED9,9969,99600%$1.1K$504.5K+$503.4K2026-11-03
Canvas Wealth Advisors, LLC
INCREASED9,9008,900+1,000+11%$451.1K$501.2K+$50.1K2026-11-02
UMB Bank, n.a.
INCREASED9,780754+9,026+1197%$38.1K$493.6K+$455.5K2026-11-06
Planned Solutions, Inc.
INCREASED9,7418,721+1,020+12%$440.3K$491.6K+$51.3K2026-10-19
Redhawk Wealth Advisors, Inc.
DECREASED9,68110,374-693-7%$523.8K$488.6K-$35.2K2026-10-14
Forum Financial Management, LP
NEW9,650—+9,650——$487.1K—2026-10-16
Balboa Wealth Partners
INCREASED9,3806,186+3,194+52%$312.3K$473.4K+$161.1K2026-10-20
Shepherd Financial Partners LLC
NEW9,179—+9,179——$463.2K—2026-11-03
Titleist Asset Management, LLC
INCREASED8,9044,480+4,424+99%$226.2K$449.4K+$223.2K2026-10-08
Strategic Blueprint, LLC
INCREASED8,6684,111+4,557+111%$207.6K$437.5K+$229.9K2026-10-22
Colonial River Investments, LLC
INCREASED8,5767,041+1,535+22%$355.5K$432.8K+$77.4K2026-10-19
Aaron Wealth Advisors LLC
UNCHANGED8,5418,54100%$431.2K$431.1K-$1712026-10-13
Flaharty Asset Management, LLC
DECREASED8,43157,945-49,514-85%$2.9M$425.6K-$2.5M2026-11-02
Cap Partners, LLC
DECREASED8,2808,347-67-1%$421.5K$417.9K-$3.6K2026-10-19
XY Planning Network, Inc.
INCREASED8,2647,042+1,222+17%$355.6K$417.1K+$61.5K2026-10-14
Tennessee Valley Asset Management Partners
INCREASED8,2017,783+418+5%$393.0K$413.9K+$21.0K2026-11-03
Flagship Harbor Advisors, LLC
INCREASED8,0787,892+186+2%$398.5K$407.7K+$9.2K2026-10-26
Hurley Capital, LLC
INCREASED8,0177,850+167+2%$396.4K$404.6K+$8.3K2026-11-05
Valeo Financial Advisors, LLC
DECREASED7,62435,036-27,412-78%$1.8M$384.8K-$1.4M2026-10-08
Kestra Investment Management, LLC
DECREASED7,54010,656-3,116-29%$538.0K$380.5K-$157.5K2026-11-04
LifeGoal Investments, LLC
NEW7,539—+7,539——$380.5K—2026-10-09
Victory Financial Group, LLC
INCREASED7,3275,599+1,728+31%$282.7K$369.8K+$87.1K2026-10-27
Avior Wealth Management, LLC
INCREASED7,2837,280+3+0%$367.6K$367.6K+$312026-10-13
1900 Wealth Management LLC
DECREASED7,2617,380-119-2%$372.6K$366.5K-$6.2K2026-10-13
R2 Capital Strategies, LLC
DECREASED7,1968,263-1,067-13%$417.2K$363.2K-$54.0K2026-10-15
Carlson Financial, Inc.
INCREASED7,1715,581+1,590+28%$281.7K$361.9K+$80.2K2026-11-05
Central Trust Co
NEW7,105—+7,105——$358.6K—2026-11-05
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED7,1007,10000%$358.5K$358.3K-$1422026-10-23
Axxcess Wealth Management, LLC
INCREASED7,0974,631+2,466+53%$233.8K$358.2K+$124.4K2026-10-21
Bellecapital International Ltd.
INCREASED7,0924,454+2,638+59%$224.9K$357.9K+$133.1K2026-10-21
NWF Advisory Services Inc.
INCREASED7,0405,275+1,765+33%$266.3K$355.3K+$89.0K2026-10-19
Fortem Financial Group, LLC
INCREASED6,9486,567+381+6%$331.6K$350.7K+$19.1K2026-10-20
One Degree Advisors Inc
INCREASED6,8176,709+108+2%$338.0K$344.3K+$6.3K2026-11-06
Cottage Street Advisors LLC
INCREASED6,7546,693+61+1%$337.9K$340.9K+$3.0K2026-10-19
RMR Wealth Builders
INCREASED6,6666,064+602+10%$306.2K$336.4K+$30.3K2026-10-22
Reicon Wealth Advisors, LLC
INCREASED6,6145,447+1,167+21%$275.0K$333.8K+$58.8K2026-11-04
Woodard & Co Asset Management Group Inc
UNCHANGED6,5006,50000%$328.2K$328.1K-$1302026-11-03
Mcdonald Partners LLC
DECREASED6,48711,081-4,594-41%$559.5K$327.4K-$232.1K2026-11-03
Mayfair Advisory Group, LLC
INCREASED6,4636,111+352+6%$309.5K$326.2K+$16.6K2026-10-20
Integrity Alliance, Llc.
DECREASED6,3707,001-631-9%$353.5K$321.5K-$32.0K2026-10-29
Firestone Capital Management
UNCHANGED6,3656,36500%$321.4K$321.2K-$1272026-11-03
Jones Kertz & Associates, Inc.
INCREASED6,0994,907+1,192+24%$247.8K$307.8K+$60.1K2026-10-28
Patriot Financial Group Insurance Agency, LLC
NEW6,091—+6,091——$307.4K—2026-10-14
Community Bank & Trust, Waco, Texas
UNCHANGED5,9795,97900%$302.0K$302-$301.7K2026-10-19
Trust Co of Oklahoma
UNCHANGED5,9635,96300%$301.1K$301.0K-$1192026-10-15
EPG Wealth Management LLC
NEW5,936—+5,936——$299.6K—2026-11-03
Mraz, Amerine & Associates, Inc.
INCREASED5,8315,762+69+1%$290.9K$294.3K+$3.4K2026-10-30
PW Nova Financial Services LLC
DECREASED5,6825,703-210%$288.0K$286.8K-$1.2K2026-10-15
Allworth Financial LP
UNCHANGED5,6035,60300%$282.9K$282.9K$02026-11-06
Quaker Wealth Management, LLC
INCREASED5,44039+5,401+13849%$2.0K$274.5K+$272.6K2026-10-22
Csenge Advisory Group
DECREASED5,4279,484-4,057-43%$478.8K$273.9K-$205.0K2026-11-04
Onyx Bridge Wealth Group LLC
INCREASED5,3675,320+47+1%$268.6K$270.9K+$2.3K2026-10-16
Heck Capital Advisors, LLC
DECREASED5,2175,285-68-1%$267.0K$263.4K-$3.5K2026-10-14
Key Capital Management, Inc
INCREASED5,1631,021+4,142+406%$51.6K$260.6K+$209.0K2026-11-03
Affiance Financial, LLC
NEW5,160—+5,160——$260.5K—2026-10-15
Essex LLC
UNCHANGED5,1455,14500%$259.8K$259.7K-$1032026-10-14
Sound Income Strategies, LLC
DECREASED5,1165,420-304-6%$273.7K$258.5K-$15.2K2026-10-09
Moneco Advisors, LLC
NEW5,062—+5,062——$255.5K—2026-11-05
Dickmeyer Boyce Financial Management, Inc.
NEW5,000—+5,000——$252.4K—2026-10-08
Border to Coast Pensions Partnership Ltd
DECREASED5,000100,000-95,000-95%$5.0M$252-$5.0M2026-10-09
XML Financial, LLC
DECREASED4,9915,150-159-3%$260.0K$251.9K-$8.1K2026-10-29
Whitaker-Myers Wealth Managers, Ltd.
NEW4,974—+4,974——$251.0K—2026-10-09
Bailard, Inc.
UNCHANGED4,9394,93900%$249.4K$249.3K-$992026-10-13
Accredited Investor Services, LLC
UNCHANGED4,9284,92800%$248.8K$248.7K-$992026-10-22
Seelaus Asset Management LLC
UNCHANGED4,9124,91200%$248.0K$247.9K-$982026-10-14
TD Waterhouse Canada Inc.
NEW4,909—+4,909——$247.6K—2026-10-16
HBW Advisory Services LLC
INCREASED4,9054,429+476+11%$223.6K$247.6K+$23.9K2026-10-15
CLG LLC
INCREASED4,8123,964+848+21%$200.1K$242.8K+$42.7K2026-10-13
Matthew Goff Investment Advisor, LLC
NEW4,777—+4,777——$241.1K—2026-10-13
Private Client Services, LLC
DECREASED4,7135,098-385-8%$257.4K$237.9K-$19.5K2026-10-02
Modera Wealth Management, LLC
NEW4,705—+4,705——$237.5K—2026-10-28
Endowment Wealth Management, Inc.
NEW4,654—+4,654——$234.9K—2026-11-03
Legacy Trust
UNCHANGED4,6224,62200%$233.4K$233.1K-$2312026-11-06
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED4,5974,59700%$232.1K$232.0K-$922026-10-15
Wealthcare Capital Management LLC
NEW4,563—+4,563——$230.3K—2026-10-21
HB Wealth Management, LLC
INCREASED4,5484,339+209+5%$219.1K$229.5K+$10.5K2026-10-23
Longview Financial Advisors, Inc.
NEW4,523—+4,523——$228.3K—2026-10-09
Ferguson Shapiro LLC
DECREASED4,48929,247-24,758-85%$1.5M$226.5K-$1.3M2026-10-16
Riverbend Wealth Management, LLC
NEW4,470—+4,470——$225.6K—2026-10-15
Bison Wealth, LLC
NEW4,468—+4,468——$225.9K—2026-10-13
Novem Group
DECREASED4,4434,968-525-11%$250.8K$224.2K-$26.6K2026-10-19
Rossmore Private Capital
NEW4,400—+4,400——$223.0K—2026-10-27
Symphony Financial, Ltd. Co.
NEW4,371—+4,371——$220.6K—2026-10-22
Frontier Asset Management, LLC
INCREASED4,3574,323+34+1%$218.3K$219.9K+$1.7K2026-10-28
Retirement Planning Group, LLC
DECREASED4,3568,186-3,830-47%$413.3K$219.8K-$193.5K2026-10-19
Altus Wealth Group LLC
DECREASED4,3484,835-487-10%$244.1K$219.4K-$24.7K2026-10-20
Wespac Advisors, LLC
DECREASED4,3267,431-3,105-42%$375.2K$218.3K-$156.9K2026-10-26
Diversified Enterprises, LLC
DECREASED4,3076,000-1,693-28%$302.9K$217.4K-$85.6K2026-10-19
Financial Network Wealth Advisors LLC
INCREASED4,2073,678+529+14%$185.7K$212.3K+$26.6K2026-10-28
Total Investment Management Inc
NEW4,140—+4,140——$208.9K—2026-10-22
Claro Advisors Inc.
NEW4,126—+4,126——$208.3K—2026-11-02
Insight Wealth Strategies, LLC
DECREASED4,1244,279-155-4%$216.1K$208.1K-$8.0K2026-10-09
Keudell ison Wealth Management
NEW4,004—+4,004——$202.1K—2026-10-16
Manchester Capital Management LLC
NEW3,973—+3,973——$200.5K—2026-10-22
Woodward Diversified Capital, LLC
UNCHANGED3,9683,96800%$200.3K$200.3K-$792026-10-21
Cullen T Bankers, Inc.
DECREASED3,6514,076-425-10%$205.8K$184.2K-$21.6K2026-10-28
Contravisory Investment Management, Inc.
UNCHANGED3,6453,64500%$184.0K$184.0K-$732026-10-13
Signature Equity Partners, LLC
DECREASED3,4903,791-301-8%$191.4K$176.1K-$15.3K2026-10-29
Compass Wealth Management LLC
NEW3,481—+3,481——$175.7K—2026-10-22
Legacies Wealth LLC
DECREASED3,35922,862-19,503-85%$1.2M$169.5K-$984.8K2026-11-02
CoreCap Advisors, LLC
INCREASED3,3473,270+77+2%$165.1K$169.0K+$3.8K2026-10-08
Larson Financial Group LLC
DECREASED3,29711,941-8,644-72%$602.9K$166.4K-$436.5K2026-11-05
Beacon Capital Management, Inc.
DECREASED2,97167,202-64,231-96%$3.4M$149.9K-$3.2M2026-10-13
UMB Private Wealth Management, LLC
NEW2,899—+2,899——$146.3K—2026-10-19
Ninety One UK Ltd
UNCHANGED2,6912,69100%$135.9K$135.8K-$542026-10-15
Friedenthal Financial
NEW2,678—+2,678——$135.2K—2026-10-27
Archer Investment Corp
UNCHANGED2,2002,20000%$111.1K$111.0K-$442026-11-05
Mosley Wealth Management
DECREASED2,0162,032-16-1%$102.6K$101.9K-$6622026-10-16
Wealth Analytics Partners, LLC
NEW1,975—+1,975——$99.7K—2026-10-19
IFS Advisors, LLC
NEW1,688—+1,688——$85.2K—2026-10-14
Clearstead Trust, LLC
UNCHANGED1,4381,43800%$72.6K$72.6K-$292026-11-06
Essential Partners LLC
NEW1,415—+1,415——$71.4K—2026-10-14
Beacon Financial Strategies Corp
DECREASED1,1501,181-31-3%$59.6K$58.0K-$1.6K2026-10-14
Trust Co of Vermont
UNCHANGED1,1141,11400%$56.2K$56.2K-$222026-10-21
GHP Investment Advisors, Inc.
UNCHANGED1,1001,10000%$55.5K$55.5K-$222026-10-15
Advocate Investing Services LLC
INCREASED1,000500+500+100%$25.2K$50.5K+$25.2K2026-10-26
Root Financial Partners, LLC
NEW999—+999——$50.4K—2026-10-21
Westside Investment Management, Inc.
UNCHANGED90090000%$45.4K$45.4K-$182026-11-02
Global Trust Asset Management, LLC
UNCHANGED89289200%$45.0K$45.0K-$182026-10-19
Gables Capital Management Inc.
UNCHANGED77877800%$39.3K$39.3K-$152026-11-04
DecisionPoint Financial, LLC
DECREASED6972,346-1,649-70%$118.5K$35.2K-$83.3K2026-10-27
Quest 10 Wealth Builders, Inc.
DECREASED696925-229-25%$46.7K$35.1K-$11.6K2026-11-02
Tounjian Advisory Partners, LLC
INCREASED691187+504+270%$9.4K$34.9K+$25.5K2026-11-04
Montgomery Financial Services LLC
UNCHANGED68168100%$34.4K$34.4K-$142026-11-03
Parallel Advisors, LLC
INCREASED554547+7+1%$27.7K$28.0K+$3222026-11-03
Silver Grove Financial Group, Inc.
NEW489—+489——$24.7K—2026-11-05
Heritage Family Offices, LLP
DECREASED4633,985-3,522-88%$201.2K$23.4K-$177.8K2026-11-02
Hilton Head Capital Partners, LLC
UNCHANGED40040000%$20.2K$20.2K-$82026-10-23
Decker Retirement Planning Inc.
INCREASED394197+197+100%$9.9K$19.9K+$9.9K2026-10-19
Simplex Trading, LLC
DECREASED3661,785-1,419-79%$90.1K$18.5K-$71.7K2026-11-04
Catherine Avery Investment Management LLC
UNCHANGED35535500%$17.9K$17.9K-$72026-10-14
Provenance Wealth Advisors, LLC
NEW354—+354——$17.9K—2026-10-30
Pinnacle Wealth Planning Services, Inc.
UNCHANGED34034000%$17.2K$17.2K-$72026-10-27
Evolution Wealth Management Inc.
UNCHANGED31631600%$16.0K$15.9K-$62026-10-28
Kingdom Financial Group Llc.
INCREASED30995+214+225%$4.8K$15.6K+$10.8K2026-11-04
Rosenberg Matthew Hamilton
UNCHANGED29429400%$14.8K$14.8K-$62026-10-05
Latitude Advisors, LLC
NEW262—+262——$13.2K—2026-10-27
Holos Integrated Wealth LLC
UNCHANGED25025000%$12.6K$12.6K+$132026-10-23
Financial Management Professionals, Inc.
NEW192—+192——$9.7K—2026-10-23
Jnba Financial Advisors
INCREASED177175+2+1%$8.8K$8.9K+$1032026-11-03
Olistico Wealth, LLC
NEW161—+161——$8.1K—2026-10-05
Activest Wealth Management
DECREASED1562,156-2,000-93%$108.9K$7.9K-$101.0K2026-10-15
Accordant Advisory Group Inc
NEW147—+147——$7.4K—2026-10-29
JFS Wealth Advisors, LLC
DECREASED147316-169-53%$16.0K$7.4K-$8.6K2026-11-03
TD Private Client Wealth LLC
INCREASED11188+23+26%$4.4K$5.6K+$1.2K2026-10-28
Concord Wealth Partners
UNCHANGED11011000%$5.6K$5.6K-$22026-11-02
Elevated Capital Advisors, LLC
DECREASED100258-158-61%$13.0K$5.0K-$8.0K2026-11-04
Ulland Investment Advisors, LLC
UNCHANGED10010000%$5$5$02026-10-13
Coston, McIsaac & Partners
UNCHANGED939300%$4$4.7K+$4.7K2026-11-06
Trust Co of Toledo NA
UNCHANGED919100%$4.6K$4.6K-$22026-10-16
Ascentis Wealth Management, LLC
NEW86—+86——$4.3K—2026-11-03
Avion Wealth
UNCHANGED848400%$4$4$02026-11-04
Networth Advisors, LLC
INCREASED839+74+822%$454$4.2K+$3.7K2026-11-03
Nova Financial LLC
NEW66—+66——$3.3K—2026-11-04
Fairman Group, LLC
INCREASED5251+1+2%$2.6K$2.6K+$302026-10-26
First Command Advisory Services, Inc.
NEW41—+41——$2.1K—2026-11-05
Caldwell Trust Co
DECREASED22222-200-90%$11.2K$1.1K-$10.1K2026-10-30
EverSource Wealth Advisors, LLC
DECREASED1664-48-75%$3.2K$808-$2.4K2026-11-04
Scarborough Advisors, LLC
CLOSED0261,189-261,189-100%$13.2M$0-$13.2M2026-10-16
WT Wealth Management
CLOSED0199,701-199,701-100%$10.1M$0-$10.1M2026-10-13
Aureum Wealth Management, LLC
CLOSED085,705-85,705-100%$4.3M$0-$4.3M2026-10-15
Dahring | Cusmano LLC
CLOSED037,078-37,078-100%$1.9M$0-$1.9M2026-11-03
Blue Jean Financial LLC
CLOSED032,019-32,019-100%$1.6M$0-$1.6M2026-10-20
Golden State Wealth Management, LLC
CLOSED030,518-30,518-100%$1.5M$0-$1.5M2026-11-02
Henderson Brothers Financial Partners, LLC
CLOSED021,199-21,199-100%$1.1M$0-$1.1M2026-11-03
Annex Advisory Services, LLC
CLOSED014,769-14,769-100%$745.7K$0-$745.7K2026-10-16
Jefferies Financial Group Inc.
CLOSED012,489-12,489-100%$630.6K$0-$630.6K2026-11-05
A. D. Beadell Investment Counsel, Inc.
CLOSED08,890-8,890-100%$448$0-$4482026-10-14
Spectrum Wealth Advisory Group, LLC
CLOSED07,578-7,578-100%$382.6K$0-$382.6K2026-10-29
Arwa LLC
CLOSED07,550-7,550-100%$381.8K$0-$381.8K2026-10-21
HBK Sorce Advisory LLC
CLOSED06,803-6,803-100%$343.7K$0-$343.7K2026-11-06
Meridian Investment Counsel Inc.
CLOSED06,650-6,650-100%$335.8K$0-$335.8K2026-10-14
Triad Wealth Partners, LLC
CLOSED05,925-5,925-100%$299.3K$0-$299.3K2026-10-26
Bensler, LLC
CLOSED05,650-5,650-100%$285.3K$0-$285.3K2026-11-05
Security Financial Services, Inc.
CLOSED05,604-5,604-100%$282.9K$0-$282.9K2026-10-29
Ironwood Financial, llc
CLOSED05,487-5,487-100%$277.5K$0-$277.5K2026-10-20
Form Wealth Advisors, LLC
CLOSED05,318-5,318-100%$268.5K$0-$268.5K2026-10-13
Monument Capital Management
CLOSED04,342-4,342-100%$219.2K$0-$219.2K2026-10-09
New Wave Wealth Advisors LLC
CLOSED04,138-4,138-100%$209.7K$0-$209.7K2026-10-19
Allen Capital Group, LLC
CLOSED04,031-4,031-100%$203.5K$0-$203.5K2026-10-27
Sepio Capital, LP
CLOSED03,993-3,993-100%$201.6K$0-$201.6K2026-10-22
Pacific Excel Wealth Advisors, Inc.
CLOSED03,985-3,985-100%$201.2K$0-$201.2K2026-10-27
Obsidian CIO, LLC
CLOSED02,461-2,461-100%$124.2K$0-$124.2K2026-11-05
Plante Moran Financial Advisors, LLC
CLOSED01,559-1,559-100%$78.7K$0-$78.7K2026-11-04
Lloyd Advisory Services, Llc.
CLOSED01,212-1,212-100%$61.2K$0-$61.2K2026-11-02
Raleigh Capital Management Inc.
CLOSED01,156-1,156-100%$58.4K$0-$58.4K2026-10-28
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0974-974-100%$49.2K$0-$49.2K2026-10-14
Barclays PLC
CLOSED0740-740-100%$37.4K$0-$37.4K2026-11-06
Tsfg, LLC
CLOSED0215-215-100%$11$0-$112026-10-23
Valley Wealth Managers, Inc.
CLOSED0181-181-100%$9.1K$0-$9.1K2026-10-09
MCF Advisors LLC
CLOSED0138-138-100%$7.0K$0-$7.0K2026-10-28
Asset Dedication, LLC
CLOSED067-67-100%$3.4K$0-$3.4K2026-11-03
Glass Jacobson Investment Advisors llc
CLOSED041-41-100%$2.1K$0-$2.1K2026-10-26
Institute for Wealth Management, Llc.
CLOSED013-13-100%$661$0-$6612026-11-06
Creative Capital Management Investments LLC
CLOSED08-8-100%$404$0-$4042026-10-28
Deutsche Bank Ag\
CLOSED01-1-100%$50$0-$502026-11-06
Bank of America Corp
N/A—42,923,259-42,923,259-100%$2.2B———
Allianz SE
N/A—33,277,132-33,277,132-100%$1.7B———
Morgan Stanley
N/A—21,645,510-21,645,510-100%$1.1B———
Focus Partners Wealth
N/A—9,443,123-9,443,123-100%$478.3M———
Charles Schwab Investment Management Inc
N/A—7,861,268-7,861,268-100%$396.9M———
Wells Fargo & Company
N/A—7,799,973-7,799,973-100%$393.8M———
Raymond James Financial Inc
N/A—7,424,718-7,424,718-100%$374.9M———
UBS Group AG
N/A—7,403,730-7,403,730-100%$373.8M———
Envestnet Asset Management Inc
N/A—6,935,154-6,935,154-100%$350.2M———
Cetera Investment Advisers
N/A—5,899,743-5,899,743-100%$297.9M———
Royal Bank of Canada
N/A—5,367,896-5,367,896-100%$271.0M———
Ameriprise Financial Inc
N/A—4,437,860-4,437,860-100%$223.9M———
HighTower Advisors, LLC
N/A—3,685,477-3,685,477-100%$186.1M———
AE Wealth Management LLC
N/A—2,980,179-2,980,179-100%$150.5M———
Modern Wealth Management, LLC
N/A—2,957,809-2,957,809-100%$149.3M———
Mariner, LLC
N/A—2,774,800-2,774,800-100%$140.1M———
Osaic Holdings, Inc.
N/A—2,678,235-2,678,235-100%$135.3M———
RiverFront Investment Group, LLC
N/A—2,641,984-2,641,984-100%$133.4M———
Waverly Advisors, LLC
N/A—2,495,518-2,495,518-100%$126.0M———
Invesco Ltd.
N/A—2,301,517-2,301,517-100%$116.2M———
Ameritas Advisory Services, LLC
N/A—2,231,635-2,231,635-100%$112.7M———
Haverford Trust Co
N/A—2,146,668-2,146,668-100%$108.4M———
Arax Advisory Partners
N/A—1,781,343-1,781,343-100%$89.9M———
Stifel Financial Corp
N/A—1,729,233-1,729,233-100%$87.3M———
Janney Montgomery Scott LLC
N/A—1,464,284-1,464,284-100%$73.9M———
&partners
N/A—1,382,506-1,382,506-100%$70.0M———
Sanctuary Advisors, LLC
N/A—1,298,504-1,298,504-100%$65.6M———
Jupiter Topco LLC
N/A—1,175,630-1,175,630-100%$59.4M———
Rockefeller Capital Management L.P.
N/A—1,157,536-1,157,536-100%$58.4M———
MJP Associates Inc
N/A—1,152,040-1,152,040-100%$58.2M———
Hilton Capital Management, LLC
N/A—1,077,415-1,077,415-100%$54.4M———
EP Wealth Advisors, LLC
N/A—1,068,025-1,068,025-100%$53.9M———
Baird Financial Group, Inc.
N/A—990,828-990,828-100%$50.0M———
Ancora Advisors LLCA
N/A—939,934-939,934-100%$47.5M———
Private Advisor Group, LLC
N/A—921,560-921,560-100%$46.5M———
Evercore Wealth Management, LLC
N/A—883,494-883,494-100%$44.6M———
ST Germain D J Co Inc
N/A—805,336-805,336-100%$40.7M———
Commerce Bank
N/A—795,424-795,424-100%$40.2M———
Great Valley Advisor Group, Inc.
N/A—794,458-794,458-100%$40.1M———
Citadel Advisors LLC
N/A—771,241-771,241-100%$38.9M———
Drake & Associates, LLC
N/A—764,333-764,333-100%$38.6M———
MML Investors Services, LLC
N/A—762,452-762,452-100%$38.5M———
Tidal Investments LLC
N/A—761,194-761,194-100%$38.4M———
Kensington Asset Management, LLC
N/A—623,470-623,470-100%$31.5M———
Bienville Capital Management, LLC
N/A—621,850-621,850-100%$31.5M———
L2 Asset Management, LLC
N/A—617,086-617,086-100%$31.2M———
Foster & Motley Inc
N/A—604,132-604,132-100%$30.5M———
Endurance Services Ltd
N/A—592,887-592,887-100%$29.9M———
Talon Private Wealth, LLC
N/A—583,341-583,341-100%$29.5M———
Northwestern Mutual Wealth Management Co
N/A—575,838-575,838-100%$29.1M———
Orion Capital Management LLC
N/A—520,220-520,220-100%$26.3M———
Bard Associates Inc
N/A—502,312-502,312-100%$25.5M———
Apollo Management Holdings, L.P.
N/A—500,000-500,000-100%$25.2M———
Manufacturers Life Insurance Company, the
N/A—493,400-493,400-100%$24.9M———
Bridgewealth Advisory Group, LLC
N/A—468,648-468,648-100%$23.7M———
BlackRock, Inc.
N/A—460,315-460,315-100%$23.2M———
Pallas Capital Advisors LLC
N/A—451,101-451,101-100%$22.8M———
Pine Valley Investments Ltd Liability Co
N/A—445,468-445,468-100%$22.5M———
Bogart Wealth, LLC
N/A—445,040-445,040-100%$22.5M———
IHT Wealth Management, LLC
N/A—411,062-411,062-100%$20.8M———
Stratos Wealth Partners, Ltd.
N/A—398,912-398,912-100%$20.1M———
Scotia Capital Inc.
N/A—398,004-398,004-100%$20.1M———
Three Cord True Wealth Management, LLC
N/A—394,992-394,992-100%$19.9M———
Mason & Associates Inc
N/A—372,620-372,620-100%$18.8M———
Geneos Wealth Management Inc.
N/A—370,234-370,234-100%$18.7M———
Presidio Capital Management, LLC
N/A—361,823-361,823-100%$18.3M———
Kintra Wealth, LLC
N/A—347,332-347,332-100%$17.6M———
Silver OAK Securities, Incorporated
N/A—346,324-346,324-100%$17.5M———
Rehmann Capital Advisory Group
N/A—343,929-343,929-100%$17.4M———
Banco BTG Pactual S.A.
N/A—342,802-342,802-100%$17.3M———
Equitable Holdings, Inc.
N/A—341,727-341,727-100%$17.3M———
1 North Wealth Services LLC
N/A—339,640-339,640-100%$17.1M———
Tower Wealth Partners, Inc.
N/A—338,662-338,662-100%$17.1M———
OneDigital Investment Advisors LLC
N/A—337,248-337,248-100%$17.0M———
Blue Edge Capital, LLC
N/A—332,555-332,555-100%$16.8M———
Gotham Asset Management, LLC
N/A—329,000-329,000-100%$16.6M———
Per Stirling Capital Management, Llc.
N/A—327,763-327,763-100%$16.5M———
Webster Bank, N. A.
N/A—326,481-326,481-100%$16.5M———
Goldman Sachs Group Inc
N/A—315,300-315,300-100%$15.9M———
Stephens Inc
N/A—313,064-313,064-100%$15.8M———
World Investment Advisors
N/A—308,846-308,846-100%$15.6M———
Jones Financial Companies Lllp
N/A—306,936-306,936-100%$15.6M———
One Charles Private Wealth Services, LLC
N/A—294,351-294,351-100%$14.9M———
JPMorgan Chase & Co
N/A—290,429-290,429-100%$14.7M———
Black Swift Group, LLC
N/A—283,348-283,348-100%$14.3M———
Cary Street Partners Financial LLC
N/A—280,011-280,011-100%$14.1M———
Castle Wealth Management LLC
N/A—277,549-277,549-100%$14.0M———
Rothschild Wealth LLC
N/A—265,626-265,626-100%$13.4M———
Advisory Services Network, LLC
N/A—262,939-262,939-100%$13.3M———
SSI Investment Management LLC
N/A—261,341-261,341-100%$13.2M———
Fortis Capital Management LLC
N/A—256,609-256,609-100%$13.0M———
Centaurus Financial, Inc.
N/A—249,023-249,023-100%$12.6M———
Ameritas Investment Partners, Inc.
N/A—248,172-248,172-100%$12.5M———
Seneca House Advisors
N/A—246,156-246,156-100%$12.4M———
Greenwich Wealth Management LLC
N/A—238,710-238,710-100%$12.1M———
Smith, Moore & Co.
N/A—236,745-236,745-100%$12.0M———
Stonebridge Financial Group, LLC
N/A—234,566-234,566-100%$11.9M———
Advance Capital Management, Inc.
N/A—229,047-229,047-100%$11.6M———
Steward Partners Investment Advisory, LLC
N/A—227,376-227,376-100%$11.5M———
CreativeOne Wealth, LLC
N/A—227,230-227,230-100%$11.5M———
Envestnet Portfolio Solutions, Inc.
N/A—223,246-223,246-100%$11.3M———
Beacon Harbor Wealth Advisors, Inc.
N/A—220,208-220,208-100%$11.1M———
Headinvest, LLC
N/A—217,994-217,994-100%$11.0M———
Delphi Financial Group, Inc.
N/A—217,672-217,672-100%$11.0M———
a16z Perennial Management, L.P.
N/A—217,155-217,155-100%$11.0M———
NewEdge Advisors, LLC
N/A—216,737-216,737-100%$10.9M———
Foundations Investment Advisors, LLC
N/A—216,248-216,248-100%$10.9M———
Petix & Botte Co
N/A—211,536-211,536-100%$10.7M———
Vista Investment Management
N/A—203,868-203,868-100%$10.3M———
Bleakley Financial Group, LLC
N/A—203,712-203,712-100%$10.3M———
Bank of Montreal
N/A—203,192-203,192-100%$10.3M———
Legacy Capital Wealth Management, LLC
N/A—197,781-197,781-100%$10.0M———
TPG Financial Advisors, LLC
N/A—197,305-197,305-100%$10.0M———
IFG Advisory, LLC
N/A—186,565-186,565-100%$9.4M———
Mutual Advisors, LLC
N/A—185,715-185,715-100%$9.4M———
Orion Porfolio Solutions, LLC
N/A—181,481-181,481-100%$9.2M———
Sovereign Investment Advisors, LLC
N/A—181,410-181,410-100%$9.2M———
Kovack Advisors, Inc.
N/A—179,498-179,498-100%$9.1M———
Generation Capital Management LLC
N/A—176,965-176,965-100%$8.9M———
Coral Wealth Management, LLC
N/A—173,366-173,366-100%$8.8M———
Hall Capital Management Co Inc
N/A—173,351-173,351-100%$8.8M———
Kingsview Wealth Management, LLC
N/A—169,836-169,836-100%$8.6M———
AssuredPartners Investment Advisors, LLC
N/A—163,144-163,144-100%$8.2M———
Pennington Partners & Co., LLC
N/A—161,350-161,350-100%$8.2M———
Harbour Investments, Inc.
N/A—160,219-160,219-100%$8.1M———
Yarger Wealth Strategies, LLC
N/A—155,371-155,371-100%$7.9M———
Old Mission Capital LLC
N/A—150,175-150,175-100%$7.6M———
Dogwood Wealth Management LLC
N/A—149,985-149,985-100%$7.6M———
Rosenblum Silverman Sutton S F Inc
N/A—149,875-149,875-100%$7.6M———
Westview Management dba Westview Investment Advisors
N/A—144,078-144,078-100%$7.3M———
RB Capital Management, LLC
N/A—143,526-143,526-100%$7.2M———
Retirement Management Systems Inc.
N/A—141,487-141,487-100%$7.1M———
LeClair Wealth Partners LLC
N/A—137,519-137,519-100%$6.9M———
Ballast Advisors LLC
N/A—135,903-135,903-100%$6.9M———
AQR Capital Management LLC
N/A—133,904-133,904-100%$6.8M———
Bellars Harris Wealth Management, LLC
N/A—132,912-132,912-100%$6.7M———
Summit Financial, LLC
N/A—127,660-127,660-100%$6.5M———
Viawealth, LLC
N/A—126,089-126,089-100%$6.4M———
Ethos Financial Group, LLC
N/A—125,612-125,612-100%$6.4M———
Empowered Funds, LLC
N/A—123,176-123,176-100%$6.2M———
Addison Capital Co
N/A—120,631-120,631-100%$6.1M———
QVT Financial LP
N/A—118,582-118,582-100%$6.0M———
Integrated Wealth Concepts LLC
N/A—118,025-118,025-100%$6.0M———
Belpointe Asset Management LLC
N/A—117,399-117,399-100%$5.9M———
Exit Wealth Advisors, Llc.
N/A—117,150-117,150-100%$5.9M———
49 Wealth Management, LLC
N/A—116,368-116,368-100%$5.9M———
Alongside, LLC
N/A—116,368-116,368-100%$5.9M———
Blackhawk Capital Partners, LLC
N/A—109,367-109,367-100%$5.5M———
Tower Research Capital LLC (TRC)
N/A—107,591-107,591-100%$5.4M———
Traub Capital Management LLC
N/A—106,000-106,000-100%$5.4M———
Crewe Advisors LLC
N/A—105,330-105,330-100%$5.3M———
Franklin Resources Inc
N/A—105,172-105,172-100%$5.3M———
Marshall Financial Group, LLC
N/A—101,688-101,688-100%$5.1M———
Z3 Capital Partners, LLC
N/A—100,012-100,012-100%$5.0M———
Nuveen, LLC
N/A—99,915-99,915-100%$5.0M———
HighPoint Advisor Group LLC
N/A—99,835-99,835-100%$5.0M———
Verition Fund Management LLC
N/A—98,847-98,847-100%$5.0M———
Mayflower Financial Advisors, LLC
N/A—97,899-97,899-100%$4.9M———
Huntington National Bank
N/A—97,450-97,450-100%$4.9M———
MAI Capital Management
N/A—96,670-96,670-100%$4.9M———
Inspire Advisors, LLC
N/A—94,469-94,469-100%$4.8M———
Ausdal Financial Partners, Inc.
N/A—93,956-93,956-100%$4.7M———
Knott David M Jr
N/A—93,528-93,528-100%$4.7M———
Benjamin Edwards Inc
N/A—92,269-92,269-100%$4.7M———
FAS Wealth Partners, Inc.
N/A—89,165-89,165-100%$4.5M———
Pathstone Holdings, LLC
N/A—88,967-88,967-100%$4.5M———
Flow Traders U.S. LLC
N/A—88,160-88,160-100%$4.5M———
Mattson Financial Services, LLC
N/A—87,660-87,660-100%$4.4M———
First National Bank of Omaha
N/A—83,095-83,095-100%$4.2M———
Arkadios Wealth Advisors
N/A—83,012-83,012-100%$4.2M———
Maridea Wealth Management LLC
N/A—82,875-82,875-100%$4.2M———
Atlas Wealth LLC
N/A—81,261-81,261-100%$4.1M———
Trajan Wealth LLC
N/A—80,854-80,854-100%$4.1M———
Pinnacle Financial Partners, Inc.
N/A—80,647-80,647-100%$4.1M———
Summitpoint Capital Management
N/A—80,486-80,486-100%$4.1M———
Fourth Dimension Wealth, LLC
N/A—79,064-79,064-100%$4.0M———
Captrust Financial Advisors
N/A—79,027-79,027-100%$4.0M———
Argent Trust Co
N/A—76,822-76,822-100%$3.9M———
Wealth Alliance, LLC
N/A—76,564-76,564-100%$3.9M———
RPg Family Wealth Advisory, LLC
N/A—76,097-76,097-100%$3.8M———
Quantinno Capital Management LP
N/A—75,494-75,494-100%$3.8M———
TFR Capital, Llc.
N/A—73,679-73,679-100%$3.7M———
URS Advisory LLC
N/A—73,666-73,666-100%$3.7M———
GatePass Capital, LLC
N/A—72,950-72,950-100%$3.7M———
Brown Financial Advisors
N/A—71,638-71,638-100%$3.6M———
Guggenheim Capital LLC
N/A—70,365-70,365-100%$3.6M———
Prasad Wealth Partners, LLC
N/A—70,015-70,015-100%$3.5M———
Magnolia Private Wealth, LLC
N/A—69,918-69,918-100%$3.5M———
Vestmark Advisory Solutions, Inc.
N/A—64,749-64,749-100%$3.3M———
Precision Wealth Strategies, LLC
N/A—62,494-62,494-100%$3.2M———
Symphony Financial Services, Inc.
N/A—61,653-61,653-100%$3.1M———
Top Private Wealth Llc.
N/A—61,358-61,358-100%$3.1M———
OneAscent Wealth Management LLC
N/A—60,014-60,014-100%$3.0M———
Faithward Advisors, LLC
N/A—59,268-59,268-100%$3.0M———
Susquehanna International Group, LLP
N/A—55,115-55,115-100%$2.8M———
Moneta Group Investment Advisors LLC
N/A—53,662-53,662-100%$2.7M———
SHP Wealth Management
N/A—52,975-52,975-100%$2.7M———
Eldridge Investment Advisors, Inc.
N/A—52,796-52,796-100%$2.7M———
Gladstone Institutional Advisory LLC
N/A—48,879-48,879-100%$2.5M———
Camelot Portfolios, LLC
N/A—48,832-48,832-100%$2.5M———
Impact Partnership Wealth, LLC
N/A—48,721-48,721-100%$2.5M———
ArrowMark Colorado Holdings LLC
N/A—48,577-48,577-100%$2.5M———
Syon Capital LLC
N/A—48,126-48,126-100%$2.4M———
IF Advisors, LLC
N/A—47,950-47,950-100%$2.4M———
Sierra Capital LLC
N/A—47,619-47,619-100%$2.4M———
Caitlin John, LLC
N/A—47,387-47,387-100%$2.4M———
National Philanthropic Trust
N/A—47,116-47,116-100%$2.4M———
Mercer Global Advisors Inc
N/A—45,392-45,392-100%$2.3M———
Smartleaf Asset Management LLC
N/A—45,337-45,337-100%$2.3M———
Denver Wealth Management, Inc.
N/A—43,718-43,718-100%$2.2M———
Parkwoods Wealth Partners, LLC
N/A—42,333-42,333-100%$2.1M———
Waterloo Capital, L.P.
N/A—41,183-41,183-100%$2.1M———
Aspen Wealth Strategies, LLC
N/A—40,217-40,217-100%$2.0M———
CIBC World Market Inc.
N/A—40,009-40,009-100%$2.0M———
Cerity Partners LLC
N/A—39,610-39,610-100%$2.0M———
Beck Capital Management, LLC
N/A—38,958-38,958-100%$2.0M———
Byrne Financial Freedom, LLC
N/A—38,880-38,880-100%$2.0M———
Insigneo Advisory Services, LLC
N/A—38,559-38,559-100%$1.9M———
Coldstream Capital Management Inc
N/A—38,426-38,426-100%$1.9M———
K.J. Harrison & Partners Inc
N/A—38,100-38,100-100%$1.9M———
Advisors Asset Management, Inc.
N/A—37,760-37,760-100%$1.9M———
Stratos Investment Management, LLC
N/A—36,802-36,802-100%$1.9M———
WCG Wealth Advisors LLC
N/A—36,118-36,118-100%$1.8M———
BFC Planning, Inc.
N/A—35,816-35,816-100%$1.8M———
Continuum Advisory, LLC
N/A—35,623-35,623-100%$1.8M———
Circle Wealth Management, LLC
N/A—35,565-35,565-100%$1.8M———
Cozad Asset Management Inc
N/A—35,443-35,443-100%$1.8M———
GeoWealth Management, LLC
N/A—35,178-35,178-100%$1.8M———
Betterment LLC
N/A—34,791-34,791-100%$1.8M———
Hamilton Capital Partners, LLC
N/A—34,126-34,126-100%$1.7M———
Cresset Asset Management, LLC
N/A—33,572-33,572-100%$1.7M———
Natixis Advisors, LLC
N/A—33,525-33,525-100%$1.7M———
Medallion Wealth Advisors, LLC
N/A—33,435-33,435-100%$1.6M———
Element Wealth, LLC
N/A—32,626-32,626-100%$1.6M———
HM Payson & Co
N/A—32,309-32,309-100%$1.6M———
PCG Wealth Advisors, LLC
N/A—31,954-31,954-100%$1.6M———
Harbour Investment Management LLC
N/A—31,943-31,943-100%$1.6M———
Colter Lewis Investment Partners LLC
N/A—31,935-31,935-100%$1.6M———
Laffer Tengler Investments, Inc.
N/A—30,556-30,556-100%$1.5M———
Main Street Financial Solutions, LLC
N/A—30,530-30,530-100%$1.5M———
American Trust
N/A—30,202-30,202-100%$1.5M———
Pasadena Private Wealth, LLC
N/A—29,737-29,737-100%$1.5M———
Global Retirement Partners, LLC
N/A—29,123-29,123-100%$1.5M———
Drucker Wealth 3.0, LLC
N/A—28,494-28,494-100%$1.4M———
Invst, LLC
N/A—28,357-28,357-100%$1.4M———
Stonebridge Financial Group, LLC / MO
N/A—28,263-28,263-100%$1.4M———
FMR LLC
N/A—28,070-28,070-100%$1.4M———
Tudor Financial Inc.
N/A—27,862-27,862-100%$1.4M———
Lansing Street Advisors
N/A—26,422-26,422-100%$1.3M———
Ruggaard & Associates LLC
N/A—25,960-25,960-100%$1.3M———
Garden State Investment Advisory Services LLC
N/A—25,007-25,007-100%$1.3M———
Richard W. Paul & Associates, LLC
N/A—23,872-23,872-100%$1.2M———
CI Investments Inc.
N/A—23,865-23,865-100%$1.2M———
Sterneck Capital Management, LLC
N/A—22,314-22,314-100%$1.1M———
Western Wealth Management, LLC
N/A—22,285-22,285-100%$1.1M———
Wealthedge Investment Advisors, LLC
N/A—21,177-21,177-100%$1.1M———
LaSalle St. Investment Advisors, LLC
N/A—20,287-20,287-100%$1.0M———
Perspective Wealth Advisors LLC
N/A—19,787-19,787-100%$999.0K———
Kane Investment Management, Inc.
N/A—19,554-19,554-100%$987.3K———
CVA Family Office, LLC
N/A—19,448-19,448-100%$981.9K———
Keystone Financial Group
N/A—19,331-19,331-100%$976.0K———
Qube Research & Technologies Ltd
N/A—19,284-19,284-100%$973.6K———
Principal Securities, Inc.
N/A—19,129-19,129-100%$965.8K———
Curi Capital, LLC
N/A—18,866-18,866-100%$956.3K———
Muirfield Wealth Advisors LLC
N/A—18,748-18,748-100%$946.6K———
Secured Retirement Advisors, LLC
N/A—18,475-18,475-100%$932.8K———
Capital Analysts, LLC
N/A—17,658-17,658-100%$891.0K———
Legacy Capital Group California, Inc.
N/A—17,454-17,454-100%$881.3K———
Resolute Capital, LLC
N/A—16,513-16,513-100%$833.7K———
Avise Financial Cooperative, Inc.
N/A—16,463-16,463-100%$831.2K———
Sargent Investment Group, LLC
N/A—15,905-15,905-100%$803.0K———
Savvy Advisors, Inc.
N/A—15,857-15,857-100%$800.6K———
Duncan Williams Asset Management, LLC
N/A—15,526-15,526-100%$783.9K———
SAM Advisors, LLC
N/A—15,310-15,310-100%$773.0K———
Jane Street Group, LLC
N/A—14,691-14,691-100%$741.7K———
Transamerica Financial Advisors, LLC
N/A—14,681-14,681-100%$741.3K———
Arete Wealth Advisors, LLC
N/A—14,308-14,308-100%$722.4K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—14,171-14,171-100%$715.5K———
WFA of San Diego, LLC
N/A—13,933-13,933-100%$704.7K———
Quotient Wealth Partners, LLC
N/A—13,919-13,919-100%$702.8K———
Regal Investment Advisors LLC
N/A—13,649-13,649-100%$689.1K———
Ameriflex Group, Inc.
N/A—13,221-13,221-100%$667.5K———
Pine Harbor Wealth Management, LLC
N/A—13,141-13,141-100%$663.5K———
BTS Asset Management, Inc.
N/A—13,059-13,059-100%$659.3K———
Coastal Bridge Advisors, LLC
N/A—12,784-12,784-100%$645.5K———
Nest Investments, LLC
N/A—12,679-12,679-100%$640.1K———
CIBC Bancorp USA Inc.
N/A—12,557-12,557-100%$634.0K———
Flputnam Investment Management Co
N/A—12,351-12,351-100%$623.6K———
Founders Financial Alliance, LLC
N/A—12,171-12,171-100%$614.5K———
Northwest & Ethical Investments L.P.
N/A—12,050-12,050-100%$608.4K———
BlackDiamond Wealth Management, LLC
N/A—11,958-11,958-100%$604.7K———
Fiduciary Financial Advisors
N/A—11,555-11,555-100%$583.4K———
Essex Financial Services, Inc.
N/A—11,211-11,211-100%$566.1K———
Redwood Investment Management, LLC
N/A—10,950-10,950-100%$553.0K———
Genesis Financial Group, LLC
N/A—10,707-10,707-100%$540.6K———
Banque Transatlantique SA
N/A—10,611-10,611-100%$535.7K———
Quantum Portfolio Management LLC
N/A—10,400-10,400-100%$525.1K———
PFG Investments, LLC
N/A—10,209-10,209-100%$515.5K———
First Foundation Advisors
N/A—10,194-10,194-100%$514.7K———
Ascent Advisors, LLC
N/A—10,146-10,146-100%$512.4K———
Riverstone Advisors, LLC
N/A—9,948-9,948-100%$502.3K———
Whittier Trust Co
N/A—9,697-9,697-100%$490.0K———
Haverford Financial Services, Inc.
N/A—9,368-9,368-100%$473.0K———
Intrepid Financial Planning Group LLC
N/A—9,367-9,367-100%$472.9K———
Entelevest, LLC
N/A—9,352-9,352-100%$472.2K———
Wealthspire Retirement, LLC
N/A—9,035-9,035-100%$456.2K———
Mosaic Financial Group, LLC
N/A—8,941-8,941-100%$451.0K———
Two Sigma Securities, LLC
N/A—8,794-8,794-100%$444.0K———
Perennial Investment Advisors, LLC
N/A—8,542-8,542-100%$431.3K———
Sequent Planning LLC
N/A—8,033-8,033-100%$405.6K———
GTS Securities LLC
N/A—7,857-7,857-100%$396.7K———
AlTi Global, Inc.
N/A—7,714-7,714-100%$389.5K———
Vertex Planning Partners, LLC
N/A—7,569-7,569-100%$382.1K———
Blue Chip Partners, LLC
N/A—7,426-7,426-100%$374.9K———
Gateway Wealth Partners, LLC
N/A—6,991-6,991-100%$353.0K———
Leavell Investment Management, Inc.
N/A—6,984-6,984-100%$353.5K———
Rollins Financial Advisors, LLC
N/A—6,918-6,918-100%$349.3K———
Bulltick Wealth Management, LLC
N/A—6,909-6,909-100%$350.2K———
Rathbones Group PLC
N/A—6,760-6,760-100%$341.3K———
Regatta Research & Money Management
N/A—6,611-6,611-100%$333.8K———
Aptus Capital Advisors, LLC
N/A—6,564-6,564-100%$331.4K———
J. M. Brown & Associates Inc.
N/A—6,274-6,274-100%$316.8K———
Xcelsior Advisor Partners LLC
N/A—6,259-6,259-100%$316.0K———
OneAscent Family Office, LLC
N/A—6,076-6,076-100%$306.8K———
Callan Family Office, LLC
N/A—6,073-6,073-100%$306.6K———
Bridgewater Advisors Inc.
N/A—5,959-5,959-100%$301.0K———
Goldstone Financial Group, LLC
N/A—5,930-5,930-100%$299.4K———
HRT Financial LP
N/A—5,353-5,353-100%$270.0K———
Advyzon Investment Management, LLC
N/A—5,325-5,325-100%$268.9K———
Ehrenkranz Partners L.P.
N/A—5,282-5,282-100%$266.7K———
Plotkin Financial Advisors, LLC
N/A—5,165-5,165-100%$260.8K———
Sovereign Financial Group, Inc.
N/A—5,096-5,096-100%$257.3K———
Ruggiero Investments, Inc.
N/A—5,009-5,009-100%$252.9K———
Voya Investment Management LLC
N/A—5,000-5,000-100%$252.5K———
Second Line Capital, LLC
N/A—4,982-4,982-100%$252.5K———
Comprehensive Money Management Services LLC
N/A—4,980-4,980-100%$251.4K———
Larch Capital Partners LLC
N/A—4,585-4,585-100%$231.5K———
Sequoia Financial Advisors, LLC
N/A—4,459-4,459-100%$225.1K———
Wellspring Financial Advisors, LLC
N/A—4,440-4,440-100%$224.2K———
Advisors Capital Management, LLC
N/A—4,364-4,364-100%$220.4K———
Wallace Advisory Group, LLC
N/A—4,324-4,324-100%$218.3K———
Wealthspire Advisors, LLC
N/A—4,081-4,081-100%$206.0K———
Hobbs Group Advisors, LLC
N/A—4,010-4,010-100%$202.5K———
Mpwm Advisory Solutions, LLC
N/A—3,934-3,934-100%$198.6K———
Allied Private Wealth LLC
N/A—3,462-3,462-100%$175.0K———
Wellington-Altus USA Inc.
N/A—3,250-3,250-100%$163.7K———
Sankala Group LLC
N/A—3,000-3,000-100%$151.8K———
Operose Advisors LLC
N/A—2,962-2,962-100%$149.6K———
HighMark Wealth Management LLC
N/A—2,900-2,900-100%$146.4K———
National Bank of Canada
N/A—1,262-1,262-100%$63.7K———
FWL Investment Management, LLC
N/A—1,254-1,254-100%$63.3K———
Heritage Wealth Advisors
N/A—1,239-1,239-100%$62.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,067-1,067-100%$53.8K———
Millstone Evans Group, LLC
N/A—735-735-100%$37.1K———
HFM Investment Advisors, LLC
N/A—555-555-100%$28.0K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—522-522-100%$26.4K———
Caldwell Sutter Capital, Inc.
N/A—501-501-100%$25.3K———
Nalls Sherbakoff Group, LLC
N/A—400-400-100%$20.2K———
IMA Advisory Services, Inc.
N/A—400-400-100%$20.2K———
Vision Retirement, LLC
N/A—296-296-100%$14.9K———
Kerr Financial Planning Corp
N/A—283-283-100%$14.3K———
Delos Wealth Advisors, LLC
N/A—229-229-100%$11.6K———
Frazier Financial Advisors, LLC
N/A—209-209-100%$10.6K———
MidFirst Bank
N/A—118-118-100%$6.0K———
Strategic Wealth Partners, Ltd.
N/A—100-100-100%$5.0K———
Aventura Private Wealth, LLC
N/A—68-68-100%$3.4K———
Nova Wealth Management, Inc.
N/A—58-58-100%$2.9K———
Luminist Capital LLC
N/A—00—$1.1K———
Showing 982 of 982 institutions