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Pgim Ultra Short Bond ETF (PULS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares17,825,684 from 13,981,921
Change+3,843,763 (+27%)
Value$881.7M (+$188.9M)
Filed 2026-11-06
FMR LLC
DECREASED
Shares6,002,813 from 6,276,578
Change-273,765 (-4%)
Value$296.9M (-$14.1M)
Filed 2026-11-10
PNC Financial Services Group, Inc.
INCREASED
Shares5,839,212 from 5,256,302
Change+582,910 (+11%)
Value$288.8M (+$28.4M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares2,181,019 from 2,291,481
Change-110,462 (-5%)
Value$107.9M (-$5.7M)
Filed 2026-11-02
Crane Advisory, LLC
INCREASED
Shares1,576,089 from 1,528,318
Change+47,771 (+3%)
Value$78.0M (+$2.1M)
Filed 2026-10-13
Financial Management Professionals, Inc.
NEW
Shares1,017,155
Change+1,017,155
Value$50.5M
Filed 2026-10-23
HighTower Advisors, LLC
INCREASED
Shares967,448 from 380,490
Change+586,958 (+154%)
Value$47.8M (+$29.0M)
Filed 2026-11-10
Valeo Financial Advisors, LLC
INCREASED
Shares914,811 from 675,621
Change+239,190 (+35%)
Value$45.2M (+$11.8M)
Filed 2026-10-08
Leelyn Smith, LLC
INCREASED
Shares872,833 from 281,445
Change+591,388 (+210%)
Value$43.2M (+$29.2M)
Filed 2026-11-03
Lakeshore Financial Planning, Inc.
INCREASED
Shares843,157 from 767,769
Change+75,388 (+10%)
Value$41.7M (+$3.7M)
Filed 2026-10-13
Main Street Group, LTD
INCREASED
Shares811,366 from 738,794
Change+72,572 (+10%)
Value$40.1M (+$3.5M)
Filed 2026-10-28
Concurrent Investment Advisors, LLC
INCREASED
Shares799,575 from 31,829
Change+767,746 (+2412%)
Value$39.5M (+$38.0M)
Filed 2026-10-16
Disciplina Capital Management LLC
INCREASED
Shares734,738 from 524,130
Change+210,608 (+40%)
Value$36.4M (+$10.3M)
Filed 2026-11-06
Geneos Wealth Management Inc.
INCREASED
Shares723,661 from 458,258
Change+265,403 (+58%)
Value$35.8M (+$13.1M)
Filed 2026-11-09
Prairie Advisory, LLC
INCREASED
Shares717,018 from 318,946
Change+398,072 (+125%)
Value$35.5M (+$19.7M)
Filed 2026-10-19
Navigation Group, LLC
INCREASED
Shares696,711 from 658,086
Change+38,625 (+6%)
Value$34.5M (+$1.9M)
Filed 2026-10-28
Blue Water Asset Management
INCREASED
Shares668,866 from 662,688
Change+6,178 (+1%)
Value$33.1M (+$245.9K)
Filed 2026-11-04
Diversify Wealth Management, LLC
INCREASED
Shares644,477 from 482,731
Change+161,746 (+34%)
Value$31.9M (+$8.0M)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares644,477 from 482,731
Change+161,746 (+34%)
Value$31.9M (+$8.0M)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares643,292 from 768,225
Change-124,933 (-16%)
Value$31.8K (-$38.0M)
Filed 2026-11-02
Persium Advisors, LLC
NEW
Shares618,064
Change+618,064
Value$30.6M
Filed 2026-10-07
MBM Wealth Consultants, LLC
INCREASED
Shares610,136 from 570,844
Change+39,292 (+7%)
Value$30.2M (+$1.9M)
Filed 2026-10-20
BOS Asset Management, LLC
INCREASED
Shares476,689 from 372,401
Change+104,288 (+28%)
Value$23.6M (+$5.1M)
Filed 2026-10-09
IAG Wealth Partners, LLC
INCREASED
Shares456,106 from 429,859
Change+26,247 (+6%)
Value$22.6M (+$1.3M)
Filed 2026-11-06
Embree Financial Group
DECREASED
Shares441,618 from 453,114
Change-11,496 (-3%)
Value$21.8M (-$609.3K)
Filed 2026-10-22
Beaumont Asset Management, L.L.C.
INCREASED
Shares441,490 from 360,506
Change+80,984 (+22%)
Value$21.8M (+$4.0M)
Filed 2026-10-16
Ironwood Wealth Management, Inc.
DECREASED
Shares439,372 from 439,756
Change-384 (0%)
Value$21.7M (-$54.2K)
Filed 2026-10-14
Bulwark Capital Corp
INCREASED
Shares437,002 from 386,677
Change+50,325 (+13%)
Value$21.6M (+$2.5M)
Filed 2026-10-13
Symphony Financial, Ltd. Co.
DECREASED
Shares434,139 from 435,076
Change-937 (0%)
Value$21.5M (-$86.6K)
Filed 2026-10-22
Financial Consulate, Inc
INCREASED
Shares432,483 from 427,177
Change+5,306 (+1%)
Value$21.4M (+$225.5K)
Filed 2026-10-23
Caliber Wealth Management, LLC / KS
INCREASED
Shares429,864 from 378,362
Change+51,502 (+14%)
Value$21.3M (+$2.5M)
Filed 2026-11-04
Onyx Bridge Wealth Group LLC
INCREASED
Shares429,269 from 305,389
Change+123,880 (+41%)
Value$21.2M (+$6.1M)
Filed 2026-10-16
Ashton Thomas Private Wealth, LLC
INCREASED
Shares411,684 from 393,420
Change+18,264 (+5%)
Value$20.4M (+$867.9K)
Filed 2026-11-03
Northwest Financial Advisors
DECREASED
Shares378,713 from 381,089
Change-2,376 (-1%)
Value$18.7M (-$151.9K)
Filed 2026-10-27
Clark Wealth Partners
INCREASED
Shares376,065 from 227,663
Change+148,402 (+65%)
Value$18.7M (+$7.3M)
Filed 2026-10-19
Davenport & Co LLC
INCREASED
Shares357,670 from 330,609
Change+27,061 (+8%)
Value$17.7M (+$1.3M)
Filed 2026-10-14
Thoroughbred Financial Services, LLC
INCREASED
Shares337,831 from 105,921
Change+231,910 (+219%)
Value$13.8K (+$11.5K)
Filed 2026-11-09
Kestra Advisory Services, LLC
INCREASED
Shares337,362 from 285,037
Change+52,325 (+18%)
Value$16.7M (+$2.6M)
Filed 2026-11-02
Fairvoy Private Wealth, LLC
DECREASED
Shares329,945 from 340,896
Change-10,951 (-3%)
Value$16.3M (-$572.3K)
Filed 2026-10-19
Bouvel Investment Partners, LLC
INCREASED
Shares324,769 from 166,035
Change+158,734 (+96%)
Value$16.1M (+$7.8M)
Filed 2026-10-13
Oppenheimer & Co Inc
INCREASED
Shares323,728 from 300,607
Change+23,121 (+8%)
Value$16.0M (+$1.1M)
Filed 2026-10-26
Fifth Third Bancorp
INCREASED
Shares319,725 from 307,563
Change+12,162 (+4%)
Value$15.8M (+$573.8K)
Filed 2026-11-05
Hedeker Wealth, LLC
DECREASED
Shares312,067 from 316,211
Change-4,144 (-1%)
Value$15.4M (-$233.4K)
Filed 2026-10-23
M Wealth Management, LLC
INCREASED
Shares295,414 from 284,707
Change+10,707 (+4%)
Value$14.6M (+$503.9K)
Filed 2026-10-14
Daymark Wealth Partners, LLC
INCREASED
Shares292,570 from 268,438
Change+24,132 (+9%)
Value$14.5M (+$1.2M)
Filed 2026-11-04
Good Steward Wealth Advisors,LLC
INCREASED
Shares290,189 from 283,138
Change+7,051 (+2%)
Value$14.4M (+$323.3K)
Filed 2026-11-06
AFG Fiduciary Services Limited Partnership
INCREASED
Shares280,939 from 273,342
Change+7,597 (+3%)
Value$13.9M (+$365.3K)
Filed 2026-10-21
Assetmark, Inc
NEW
Shares273,784
Change+273,784
Value$13.5M
Filed 2026-10-21
Acumen Wealth Advisors, LLC
INCREASED
Shares271,804 from 167,133
Change+104,671 (+63%)
Value$13.5M (+$5.2M)
Filed 2026-11-05
Valmark Advisers, Inc.
INCREASED
Shares268,811 from 142,721
Change+126,090 (+88%)
Value$13.3M (+$6.2M)
Filed 2026-11-06
Horizon Wealth Management, LLC
INCREASED
Shares266,552 from 208,399
Change+58,153 (+28%)
Value$13.2M (+$2.9M)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares262,643 from 193,859
Change+68,784 (+35%)
Value$13.0M (+$3.4M)
Filed 2026-10-08
Shore Point Advisors, LLC
INCREASED
Shares252,696 from 242,425
Change+10,271 (+4%)
Value$12.4M (+$489.4K)
Filed 2026-10-14
Creative Financial Designs Inc
INCREASED
Shares250,997 from 4,114
Change+246,883 (+6001%)
Value$12.4M (+$12.2M)
Filed 2026-11-04
J.W. Cole Advisors, Inc.
DECREASED
Shares249,851 from 263,550
Change-13,699 (-5%)
Value$12.4M (-$701.3K)
Filed 2026-11-05
Arete Wealth Advisors, LLC
DECREASED
Shares242,548 from 361,480
Change-118,932 (-33%)
Value$12.0M (-$5.9M)
Filed 2026-11-09
Tabr Capital Management, LLC
INCREASED
Shares242,021 from 204,228
Change+37,793 (+19%)
Value$12.0M (+$1.9M)
Filed 2026-10-20
Harbour Investments, Inc.
INCREASED
Shares240,997 from 207,038
Change+33,959 (+16%)
Value$11.9M (+$1.7M)
Filed 2026-11-09
Choice Wealth Advisors LLC
NEW
Shares233,320
Change+233,320
Value$11.5M
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares222,928 from 226,970
Change-4,042 (-2%)
Value$11.0M (-$220.5K)
Filed 2026-10-13
Sheets Smith Wealth Management
INCREASED
Shares220,744 from 201,806
Change+18,938 (+9%)
Value$10.9M (+$918.5K)
Filed 2026-10-16
Advisory Resource Group
INCREASED
Shares220,070 from 114,298
Change+105,772 (+93%)
Value$10.9M (+$5.2M)
Filed 2026-10-26
Focused Alpha, LLC
INCREASED
Shares218,570 from 167,962
Change+50,608 (+30%)
Value$10.8M (+$2.5M)
Filed 2026-10-20
Stonebridge Financial Group, LLC
DECREASED
Shares212,381 from 213,455
Change-1,074 (0%)
Value$10.5M (-$72.4K)
Filed 2026-10-01
IFG Advisory, LLC
INCREASED
Shares207,221 from 184,834
Change+22,387 (+12%)
Value$10.2M (+$1.1M)
Filed 2026-11-09
Cedar Mountain Advisors, LLC
INCREASED
Shares206,790 from 151,096
Change+55,694 (+37%)
Value$10.2M (+$2.7M)
Filed 2026-10-15
Global View Capital Management LLC
INCREASED
Shares203,370 from 122,898
Change+80,472 (+65%)
Value$10.1M (+$4.0M)
Filed 2026-10-28
Little House Capital LLC
INCREASED
Shares203,309 from 160,215
Change+43,094 (+27%)
Value$10.1M (+$2.1M)
Filed 2026-11-06
BCS Private Wealth Management, Inc.
INCREASED
Shares197,944 from 185,341
Change+12,603 (+7%)
Value$9.8M (+$609.4K)
Filed 2026-11-09
Live Oak Investment Partners
DECREASED
Shares196,161 from 196,446
Change-285 (0%)
Value$9.7M (-$31.8K)
Filed 2026-10-23
Goldstein Advisors, LLC
DECREASED
Shares192,323 from 193,058
Change-735 (0%)
Value$9.5M (-$53.7K)
Filed 2026-10-15
Spire Wealth Management
INCREASED
Shares184,201 from 169,691
Change+14,510 (+9%)
Value$9.1M (+$702.4K)
Filed 2026-10-30
Vista Investment Partners LLC
NEW
Shares172,348
Change+172,348
Value$8.5M
Filed 2026-10-08
Congress Park Capital LLC
INCREASED
Shares170,089 from 122,381
Change+47,708 (+39%)
Value$8.4M (+$2.3M)
Filed 2026-10-13
IFP Advisors, Inc
INCREASED
Shares168,999 from 159,124
Change+9,875 (+6%)
Value$8.4M (+$474.1K)
Filed 2026-10-16
Americana Partners, LLC
INCREASED
Shares166,459 from 147,687
Change+18,772 (+13%)
Value$8.2M (+$915.2K)
Filed 2026-10-28
Innovative Wealth Building LLC
INCREASED
Shares164,484 from 162,456
Change+2,028 (+1%)
Value$8.1M (+$85.7K)
Filed 2026-10-14
Wespac Advisors, LLC
DECREASED
Shares162,200 from 221,162
Change-58,962 (-27%)
Value$8.0M (-$2.9M)
Filed 2026-10-26
Perigon Wealth Management, LLC
INCREASED
Shares159,567 from 156,336
Change+3,231 (+2%)
Value$7.9M (+$145.7K)
Filed 2026-10-22
Leisure Capital Management
INCREASED
Shares156,460 from 142,104
Change+14,356 (+10%)
Value$7.7M (+$697.3K)
Filed 2026-11-03
Parsons Capital Management Inc
INCREASED
Shares152,889 from 66,104
Change+86,785 (+131%)
Value$7.6M (+$4.3M)
Filed 2026-10-28
Curran Financial Partners, LLC
DECREASED
Shares149,866 from 163,396
Change-13,530 (-8%)
Value$7.4M (-$683.9K)
Filed 2026-11-04
Regions Financial Corp
INCREASED
Shares146,863 from 78,155
Change+68,708 (+88%)
Value$7.3M (+$3.4M)
Filed 2026-11-05
Raab & Moskowitz Asset Management LLC
INCREASED
Shares140,831 from 138,435
Change+2,396 (+2%)
Value$7.0M (+$106.0K)
Filed 2026-11-02
Master's Wealth Management Inc.
NEW
Shares140,348
Change+140,348
Value$6.9M
Filed 2026-10-22
Collective Family Office LLC
INCREASED
Shares139,349 from 118,481
Change+20,868 (+18%)
Value$6.9M (+$1.0M)
Filed 2026-10-05
Sowell Financial Services LLC
INCREASED
Shares137,747 from 10,042
Change+127,705 (+1272%)
Value$6.8M (+$6.3M)
Filed 2026-10-23
Ifrah Financial Services, Inc.
INCREASED
Shares135,805 from 133,310
Change+2,495 (+2%)
Value$6.7M (+$111.4K)
Filed 2026-10-13
Cornerstone Advisors Asset Management, LLC
INCREASED
Shares135,148 from 119,983
Change+15,165 (+13%)
Value$6.7M (+$739.3K)
Filed 2026-11-06
Clearwave Capital, LLC
INCREASED
Shares134,026 from 131,973
Change+2,053 (+2%)
Value$6.6M (+$89.7K)
Filed 2026-10-27
Thrivent Financial for Lutherans
NEW
Shares129,465
Change+129,465
Value$6.4K
Filed 2026-11-05
Interchange Capital Partners, LLC
INCREASED
Shares123,018 from 37,181
Change+85,837 (+231%)
Value$6.1M (+$4.2M)
Filed 2026-10-28
Smallwood Wealth Investment Management, LLC
DECREASED
Shares122,926 from 140,180
Change-17,254 (-12%)
Value$6.1M (-$866.0K)
Filed 2026-10-30
Avestar Capital, LLC
DECREASED
Shares121,880 from 142,517
Change-20,637 (-14%)
Value$6.0M (-$1.0M)
Filed 2026-10-28
Correct Capital Wealth Management
DECREASED
Shares121,767 from 122,705
Change-938 (-1%)
Value$6.0M (-$57.4K)
Filed 2026-11-02
Destiny Wealth Partners, LLC
INCREASED
Shares120,485 from 114,212
Change+6,273 (+5%)
Value$6.0M (+$302.3K)
Filed 2026-11-05
Alpha Zero LLC
INCREASED
Shares118,044 from 98,550
Change+19,494 (+20%)
Value$5.8M (+$948.4K)
Filed 2026-11-06
Iron Financial LLC
DECREASED
Shares116,135 from 126,759
Change-10,624 (-8%)
Value$5.7M (-$536.8K)
Filed 2026-10-23
Phoenix Wealth Advisors
DECREASED
Shares115,381 from 168,444
Change-53,063 (-31%)
Value$5.7M (-$2.6M)
Filed 2026-11-03
Everest Financial Group LLC
INCREASED
Shares115,354 from 21,007
Change+94,347 (+449%)
Value$5.7M (+$4.7M)
Filed 2026-11-06
Catalyst Capital Advisors LLC
DECREASED
Shares115,165 from 119,165
Change-4,000 (-3%)
Value$5.7M (-$208.6K)
Filed 2026-11-02
AXS Investments LLC
NEW
Shares112,410
Change+112,410
Value$5.6M
Filed 2026-11-04
Blue Trust, Inc.
INCREASED
Shares112,376 from 111,219
Change+1,157 (+1%)
Value$5.6M (+$47.2K)
Filed 2026-10-15
Wealthcare Advisory Partners LLC
INCREASED
Shares109,775 from 100,879
Change+8,896 (+9%)
Value$5.4M (+$430.9K)
Filed 2026-10-21
Flagship Harbor Advisors, LLC
DECREASED
Shares109,459 from 137,960
Change-28,501 (-21%)
Value$5.4M (-$1.4M)
Filed 2026-10-26
Ignite Planners, LLC
INCREASED
Shares106,215 from 79,673
Change+26,542 (+33%)
Value$5.3M (+$1.3M)
Filed 2026-10-14
Fermata Advisors, LLC
INCREASED
Shares105,039 from 96,693
Change+8,346 (+9%)
Value$5.2M (+$404.1K)
Filed 2026-10-13
Truist Financial Corp
INCREASED
Shares104,783 from 102,001
Change+2,782 (+3%)
Value$5.2M (+$128.4K)
Filed 2026-10-30
Integrity Alliance, Llc.
DECREASED
Shares103,586 from 106,805
Change-3,219 (-3%)
Value$5.1M (-$168.8K)
Filed 2026-10-29
Western Wealth Management, LLC
INCREASED
Shares100,139 from 91,759
Change+8,380 (+9%)
Value$5.0M (+$406.2K)
Filed 2026-11-09
Thayer Partners, LLC / MA
INCREASED
Shares97,489 from 95,030
Change+2,459 (+3%)
Value$4.8M (+$113.1K)
Filed 2026-11-06
Verus Capital Partners, LLC
DECREASED
Shares96,452 from 96,929
Change-477 (0%)
Value$4.8M (-$32.3K)
Filed 2026-11-03
Fortitude Advisory Group L.L.C.
DECREASED
Shares92,638 from 177,583
Change-84,945 (-48%)
Value$4.6M (-$4.2M)
Filed 2026-10-15
Simplicity Wealth,LLC
INCREASED
Shares92,059 from 30,042
Change+62,017 (+206%)
Value$4.6M (+$3.1M)
Filed 2026-10-23
Commonwealth Retirement Investments LLC
DECREASED
Shares90,872 from 113,351
Change-22,479 (-20%)
Value$4.5M (-$1.1M)
Filed 2026-10-26
Creative Planning
INCREASED
Shares88,920 from 75,953
Change+12,967 (+17%)
Value$4.4M (+$634.5K)
Filed 2026-11-02
Seed Wealth Management, Inc.
DECREASED
Shares88,478 from 124,759
Change-36,281 (-29%)
Value$4.4M (-$1.8M)
Filed 2026-10-20
B. Riley Wealth Advisors, Inc.
INCREASED
Shares86,523 from 24,101
Change+62,422 (+259%)
Value$4.3M (+$3.1M)
Filed 2026-10-13
Sigma Planning Corp
INCREASED
Shares86,167 from 83,742
Change+2,425 (+3%)
Value$4.3M (+$112.0K)
Filed 2026-10-23
Lido Advisors, LLC
INCREASED
Shares82,905 from 35,639
Change+47,266 (+133%)
Value$4.1M (+$2.3M)
Filed 2026-11-04
Unique Wealth Strategies, LLC
UNCHANGED
Shares81,932 from 81,932
Change0 (0%)
Value$4.1M ($0)
Filed 2026-10-13
Axxcess Wealth Management, LLC
INCREASED
Shares80,256 from 23,562
Change+56,694 (+241%)
Value$4.0M (+$2.8M)
Filed 2026-10-21
Client First Investment Management LLC
DECREASED
Shares77,792 from 146,204
Change-68,412 (-47%)
Value$3.8M (-$3.4M)
Filed 2026-10-09
Smart Wealth LLC
NEW
Shares77,743
Change+77,743
Value$3.8M
Filed 2026-11-04
Inscription Capital, LLC
DECREASED
Shares76,597 from 299,090
Change-222,493 (-74%)
Value$3.8M (-$11.0M)
Filed 2026-11-02
First Citizens Financial Corp
INCREASED
Shares76,427 from 59,080
Change+17,347 (+29%)
Value$3.8M (+$852.7K)
Filed 2026-10-02
Nilsine Partners, LLC
INCREASED
Shares76,314 from 68,025
Change+8,289 (+12%)
Value$3.8M (+$403.9K)
Filed 2026-11-02
WPG Advisers, LLC
DECREASED
Shares74,414 from 79,519
Change-5,105 (-6%)
Value$3.7M (-$259.7K)
Filed 2026-10-27
Crusonia Wealth Advisors LLC
INCREASED
Shares70,453 from 68,782
Change+1,671 (+2%)
Value$3.5M (+$76.5K)
Filed 2026-10-26
Macco Financial Group, Inc.
INCREASED
Shares70,004 from 57,413
Change+12,591 (+22%)
Value$3.5M (+$617.6K)
Filed 2026-11-05
Wealthfront Advisers LLC
INCREASED
Shares69,239 from 60,985
Change+8,254 (+14%)
Value$3.4M (+$402.8K)
Filed 2026-11-09
Great Valley Advisor Group, Inc.
INCREASED
Shares65,029 from 35,528
Change+29,501 (+83%)
Value$3.2M (+$1.5M)
Filed 2026-11-09
Prevail Innovative Wealth Advisors, LLC
DECREASED
Shares64,365 from 77,610
Change-13,245 (-17%)
Value$3.2M (-$658.9K)
Filed 2026-10-20
Avidian Wealth Enterprises, LLC
INCREASED
Shares62,448 from 23,298
Change+39,150 (+168%)
Value$3.1M (+$1.9M)
Filed 2026-10-08
Visionary Wealth Advisors
INCREASED
Shares60,318 from 54,799
Change+5,519 (+10%)
Value$3.0M (+$268.0K)
Filed 2026-11-04
Capital Financial Group Inc\co\
INCREASED
Shares57,107 from 40,844
Change+16,263 (+40%)
Value$2.8M (+$800.7K)
Filed 2026-11-10
Genesis Private Wealth, LLC
INCREASED
Shares56,672 from 53,817
Change+2,855 (+5%)
Value$2.8M (+$136.4K)
Filed 2026-11-02
Cypress Capital, LLC
INCREASED
Shares56,166 from 50,208
Change+5,958 (+12%)
Value$2.8M (+$290.2K)
Filed 2026-10-20
Sovran Advisors, LLC
INCREASED
Shares56,001 from 27,091
Change+28,910 (+107%)
Value$2.8M (+$1.4M)
Filed 2026-11-02
Kingswood Wealth Advisors, LLC
INCREASED
Shares55,504 from 55,163
Change+341 (+1%)
Value$2.7M (+$11.9K)
Filed 2026-10-23
Acorn Wealth Advisors, LLC
DECREASED
Shares55,160 from 57,729
Change-2,569 (-4%)
Value$2.7M (-$132.3K)
Filed 2026-10-19
Ridgeline Wealth, LLC
INCREASED
Shares54,726 from 50,817
Change+3,909 (+8%)
Value$2.7M (+$192.6K)
Filed 2026-10-14
Elevation Point Wealth Partners, LLC
INCREASED
Shares53,809 from 52,054
Change+1,755 (+3%)
Value$2.7M (+$91.3K)
Filed 2026-11-05
Financial Planning Navigators Corp
NEW
Shares52,408
Change+52,408
Value$2.6M
Filed 2026-10-14
Cravens & Co Advisors, LLC
DECREASED
Shares50,788 from 54,596
Change-3,808 (-7%)
Value$2.5M (-$193.3K)
Filed 2026-10-16
Stewardship Concepts Financial Services LLC
NEW
Shares46,404
Change+46,404
Value$2.3M
Filed 2026-10-06
Impact Partnership Wealth, LLC
INCREASED
Shares46,303 from 42,805
Change+3,498 (+8%)
Value$2.3M (+$169.2K)
Filed 2026-11-09
First United Bank & Trust
INCREASED
Shares46,164 from 39,150
Change+7,014 (+18%)
Value$2.3M (+$343.4K)
Filed 2026-10-22
4Wealth Advisors, Inc.
INCREASED
Shares45,574 from 41,148
Change+4,426 (+11%)
Value$2.3M (+$215.5K)
Filed 2026-10-13
SteelPeak Wealth, LLC
DECREASED
Shares45,537 from 45,732
Change-195 (0%)
Value$2.3M (-$13.5K)
Filed 2026-10-16
Aviance Capital Partners, LLC
INCREASED
Shares45,531 from 44,869
Change+662 (+1%)
Value$2.3M (+$28.7K)
Filed 2026-10-29
Accurate Wealth Management, LLC
NEW
Shares44,922
Change+44,922
Value$2.2M
Filed 2026-10-20
Silver OAK Securities, Incorporated
DECREASED
Shares44,162 from 45,018
Change-856 (-2%)
Value$2.2M (-$44.7K)
Filed 2026-11-09
Soltis Investment Advisors LLC
INCREASED
Shares43,927 from 34,093
Change+9,834 (+29%)
Value$2.2M (+$483.3K)
Filed 2026-10-28
TradeWell Securities, Llc.
INCREASED
Shares41,943 from 37,022
Change+4,921 (+13%)
Value$2.1M (+$240.1K)
Filed 2026-10-21
First Heartland Consultants, Inc.
INCREASED
Shares41,426 from 38,477
Change+2,949 (+8%)
Value$2.0M (+$142.4K)
Filed 2026-10-08
Clearstead Advisors, LLC
DECREASED
Shares41,046 from 41,401
Change-355 (-1%)
Value$2.0M (-$21.3K)
Filed 2026-11-06
Nova Financial LLC
NEW
Shares40,399
Change+40,399
Value$2.0M
Filed 2026-11-04
Prospera Financial Services Inc
DECREASED
Shares37,628 from 53,055
Change-15,427 (-29%)
Value$1.9M (-$766.8K)
Filed 2026-11-04
Moors & Cabot, Inc.
INCREASED
Shares36,022 from 30,301
Change+5,721 (+19%)
Value$1.8M (+$280.2K)
Filed 2026-11-06
D.A. Davidson & Co.
DECREASED
Shares35,263 from 37,189
Change-1,926 (-5%)
Value$1.7M (-$98.6K)
Filed 2026-10-28
Howard Capital Management, LLC
DECREASED
Shares34,925 from 37,978
Change-3,053 (-8%)
Value$1.7M (-$154.4K)
Filed 2026-10-16
Intelligence Driven Advisers, LLC
INCREASED
Shares33,748 from 20,807
Change+12,941 (+62%)
Value$1.7M (+$638.2K)
Filed 2026-10-09
Petros Family Wealth, LLC
INCREASED
Shares31,817 from 27,853
Change+3,964 (+14%)
Value$1.6M (+$193.6K)
Filed 2026-10-28
Private Trust Co NA
INCREASED
Shares31,577 from 31,077
Change+500 (+2%)
Value$1.6M (+$21.9K)
Filed 2026-10-20
Grantvest Financial Group LLC
INCREASED
Shares31,163 from 24,005
Change+7,158 (+30%)
Value$1.5M (+$351.9K)
Filed 2026-10-21
626 Financial, LLC
DECREASED
Shares30,735 from 43,513
Change-12,778 (-29%)
Value$1.5M (-$635.9K)
Filed 2026-11-04
Summit Financial Strategies, Inc.
INCREASED
Shares29,999 from 15,075
Change+14,924 (+99%)
Value$1.5M (+$736.8K)
Filed 2026-10-14
Regatta Capital Group, LLC
DECREASED
Shares28,808 from 36,123
Change-7,315 (-20%)
Value$1.4M (-$365.1K)
Filed 2026-10-23
City Center Advisors, LLC
DECREASED
Shares27,859 from 31,926
Change-4,067 (-13%)
Value$1.4M (-$204.0K)
Filed 2026-10-08
EverSource Wealth Advisors, LLC
DECREASED
Shares26,343 from 27,537
Change-1,194 (-4%)
Value$1.3M (-$61.5K)
Filed 2026-11-04
Carlson Financial, Inc.
INCREASED
Shares23,723 from 22,476
Change+1,247 (+6%)
Value$1.2M (+$59.7K)
Filed 2026-11-05
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares23,301 from 23,301
Change0 (0%)
Value$1.2M (-$2.1K)
Filed 2026-11-04
Excalibur Management Corp
DECREASED
Shares23,159 from 23,461
Change-302 (-1%)
Value$1.1M (-$17.1K)
Filed 2026-11-02
LexAurum Advisors, LLC
INCREASED
Shares21,662 from 20,173
Change+1,489 (+7%)
Value$1.1M (+$71.8K)
Filed 2026-10-19
Independent Financial Group, LLC
DECREASED
Shares21,389 from 21,511
Change-122 (-1%)
Value$1.1M (-$8.0K)
Filed 2026-10-13
Cornerstone Wealth Management, LLC
INCREASED
Shares20,580 from 16,404
Change+4,176 (+25%)
Value$1.0M (+$205.1K)
Filed 2026-11-04
Brookstone Capital Management
DECREASED
Shares20,426 from 20,951
Change-525 (-3%)
Value$1.0M (-$27.9K)
Filed 2026-10-22
Relyea Zuckerberg Hanson LLC
INCREASED
Shares20,071 from 20,046
Change+25 (+0%)
Value$992.7K (-$563)
Filed 2026-10-20
Belpointe Asset Management LLC
INCREASED
Shares19,886 from 18,329
Change+1,557 (+8%)
Value$983.6K (+$75.4K)
Filed 2026-11-09
Insight Wealth Partners, LLC
INCREASED
Shares19,174 from 18,974
Change+200 (+1%)
Value$948.3K (+$8.2K)
Filed 2026-10-26
Summit Wealth Group LLC / Co
DECREASED
Shares18,966 from 19,144
Change-178 (-1%)
Value$938.1K (-$10.5K)
Filed 2026-10-29
Emissary Wealth LLC
NEW
Shares18,671
Change+18,671
Value$923.5K
Filed 2026-11-09
Tcfg Investment Advisors, LLC
NEW
Shares18,520
Change+18,520
Value$916.0K
Filed 2026-10-20
Kestra Private Wealth Services, LLC
INCREASED
Shares18,300 from 17,661
Change+639 (+4%)
Value$905.1K (+$30.0K)
Filed 2026-11-06
Barnes Wealth Management Group, Inc
INCREASED
Shares18,265 from 11,718
Change+6,547 (+56%)
Value$903.4K (+$322.8K)
Filed 2026-11-09
Howard Financial Services, Ltd.
NEW
Shares18,224
Change+18,224
Value$901.3K
Filed 2026-10-15
Founders Financial Securities LLC
DECREASED
Shares18,124 from 21,240
Change-3,116 (-15%)
Value$896.4K (-$156.0K)
Filed 2026-10-28
Friedenthal Financial
DECREASED
Shares18,122 from 19,074
Change-952 (-5%)
Value$896.3K (-$48.8K)
Filed 2026-10-27
Rossby Financial, LCC
INCREASED
Shares17,875 from 5,712
Change+12,163 (+213%)
Value$884.1K (+$601.1K)
Filed 2026-11-05
Richardson Capital Management LLC
DECREASED
Shares17,722 from 21,994
Change-4,272 (-19%)
Value$876.5K (-$213.3K)
Filed 2026-10-23
US Bancorp \de\
DECREASED
Shares17,685 from 19,573
Change-1,888 (-10%)
Value$874.7K (-$95.1K)
Filed 2026-11-05
Tempus Wealth Planning, LLC
INCREASED
Shares17,453 from 16,653
Change+800 (+5%)
Value$863.2K (+$38.1K)
Filed 2026-10-14
Condor Capital Management
INCREASED
Shares17,387 from 15,974
Change+1,413 (+9%)
Value$860.0K (+$68.4K)
Filed 2026-11-06
Kathmere Capital Management, LLC
INCREASED
Shares17,218 from 17,208
Change+10 (+0%)
Value$851.6K (-$1.1K)
Filed 2026-10-20
Focus Financial Network, Inc.
INCREASED
Shares17,055 from 6,439
Change+10,616 (+165%)
Value$844.7K (+$524.6K)
Filed 2026-10-14
Merit Financial Group, LLC
INCREASED
Shares16,763 from 5,558
Change+11,205 (+202%)
Value$829.1K (+$553.7K)
Filed 2026-11-06
Visionary Horizons, LLC
NEW
Shares16,693
Change+16,693
Value$825.7K
Filed 2026-10-22
Prime Capital Investment Advisors, LLC
NEW
Shares16,464
Change+16,464
Value$814.3K
Filed 2026-10-20
Mills Wealth Advisors LLC
INCREASED
Shares16,451 from 15,625
Change+826 (+5%)
Value$813.7K (+$39.4K)
Filed 2026-10-22
Worth Asset Management, LLC
INCREASED
Shares16,090 from 15,998
Change+92 (+1%)
Value$795.8K (+$3.1K)
Filed 2026-10-07
Global Trust Asset Management, LLC
INCREASED
Shares15,440 from 10,365
Change+5,075 (+49%)
Value$763.7K (+$250.1K)
Filed 2026-10-19
StoneX Group Inc.
INCREASED
Shares15,163 from 7,750
Change+7,413 (+96%)
Value$751.3K (+$367.0K)
Filed 2026-11-03
McAdam, LLC
DECREASED
Shares14,908 from 16,930
Change-2,022 (-12%)
Value$737.4K (-$101.5K)
Filed 2026-10-21
WealthBridge Capital Management, LLC
NEW
Shares14,634
Change+14,634
Value$723.8K
Filed 2026-10-16
Prospect Financial Group LLC
INCREASED
Shares14,233 from 12,479
Change+1,754 (+14%)
Value$704.0K (+$85.6K)
Filed 2026-11-05
Choreo, LLC
DECREASED
Shares14,231 from 26,545
Change-12,314 (-46%)
Value$706.3K (-$613.4K)
Filed 2026-10-28
Cedar Point Capital Partners, LLC
INCREASED
Shares14,127 from 13,145
Change+982 (+7%)
Value$698.7K (+$47.4K)
Filed 2026-10-29
WealthPlan Investment Management, LLC
DECREASED
Shares14,019 from 16,607
Change-2,588 (-16%)
Value$693.4K (-$129.5K)
Filed 2026-10-15
Koshinski Asset Management, Inc.
DECREASED
Shares13,879 from 14,609
Change-730 (-5%)
Value$686.4K (-$37.5K)
Filed 2026-10-29
Register Financial Advisors LLC
INCREASED
Shares13,876 from 13,826
Change+50 (+0%)
Value$686.3K (+$1.2K)
Filed 2026-10-23
VestGen Advisors, LLC
NEW
Shares13,766
Change+13,766
Value$680.9K
Filed 2026-10-27
PKS Advisory Services, LLC
UNCHANGED
Shares13,719 from 13,719
Change0 (0%)
Value$679.8K ($0)
Filed 2026-10-26
Cottage Street Advisors LLC
INCREASED
Shares13,587 from 6,539
Change+7,048 (+108%)
Value$672.0K (+$348.0K)
Filed 2026-10-19
Trilogy Capital Inc.
DECREASED
Shares13,312 from 20,524
Change-7,212 (-35%)
Value$658.4K (-$358.6K)
Filed 2026-10-20
Nuveen, LLC
NEW
Shares12,492
Change+12,492
Value$619.7K
Filed 2026-11-10
Summit Global Investments
DECREASED
Shares12,338 from 13,239
Change-901 (-7%)
Value$610 (-$655.4K)
Filed 2026-10-28
AlphaCore Capital LLC
INCREASED
Shares11,959 from 11,951
Change+8 (+0%)
Value$593.5K (-$630)
Filed 2026-11-04
BankPlus Wealth Management LLC
DECREASED
Shares11,956 from 16,776
Change-4,820 (-29%)
Value$591.4K (-$239.9K)
Filed 2026-10-13
Blueprint Investment Partners LLC
DECREASED
Shares11,908 from 28,226
Change-16,318 (-58%)
Value$589.0K (-$809.6K)
Filed 2026-10-28
Blueprint Financial Advisors LLC
DECREASED
Shares11,908 from 28,226
Change-16,318 (-58%)
Value$589.0K (-$809.6K)
Filed 2026-10-28
Jones Kertz & Associates, Inc.
INCREASED
Shares11,846 from 9,871
Change+1,975 (+20%)
Value$585.9K (+$96.8K)
Filed 2026-10-28
Nautilus Advisors LLC
INCREASED
Shares11,804 from 11,728
Change+76 (+1%)
Value$583.8K (+$2.2K)
Filed 2026-10-07
Scott Capital Advisors, LLC
DECREASED
Shares11,749 from 12,004
Change-255 (-2%)
Value$581.7K (-$13.1K)
Filed 2026-10-13
CoreCap Advisors, LLC
INCREASED
Shares10,845 from 8,993
Change+1,852 (+21%)
Value$536.4K (+$90.8K)
Filed 2026-10-08
Navigation Wealth Management, Inc.
INCREASED
Shares10,742 from 10,536
Change+206 (+2%)
Value$532.2K (+$10.1K)
Filed 2026-11-03
SouthState Bank Corp
DECREASED
Shares10,677 from 12,082
Change-1,405 (-12%)
Value$528.1K (-$70.6K)
Filed 2026-11-09
Next Level Private LLC
NEW
Shares10,573
Change+10,573
Value$522.9K
Filed 2026-10-20
R2 Capital Strategies, LLC
INCREASED
Shares10,512 from 10,312
Change+200 (+2%)
Value$519.9K (+$8.9K)
Filed 2026-10-15
Advisortrust Partners, LLC
NEW
Shares10,001
Change+10,001
Value$494.6K
Filed 2026-11-02
Everhart Financial Group, Inc.
DECREASED
Shares9,843 from 10,667
Change-824 (-8%)
Value$486.8K (-$41.7K)
Filed 2026-10-08
Avior Wealth Management, LLC
UNCHANGED
Shares9,826 from 9,826
Change0 (0%)
Value$486.0K (-$884)
Filed 2026-10-13
Integrated Advisors Network LLC
DECREASED
Shares9,676 from 10,306
Change-630 (-6%)
Value$478.6K (-$32.1K)
Filed 2026-10-20
Legacy Capital Wealth Partners, LLC
INCREASED
Shares9,273 from 8,110
Change+1,163 (+14%)
Value$458.6K (+$56.8K)
Filed 2026-10-21
Strategic Planning Group, LLC
INCREASED
Shares9,209 from 4,850
Change+4,359 (+90%)
Value$455.5K (+$215.2K)
Filed 2026-10-22
Provenance Wealth Advisors, LLC
NEW
Shares9,115
Change+9,115
Value$450.8K
Filed 2026-10-30
Redwood Financial Network Corp
NEW
Shares9,084
Change+9,084
Value$449.3K
Filed 2026-11-03
UMB Bank, n.a.
NEW
Shares9,013
Change+9,013
Value$445.8K
Filed 2026-11-06
Madden Securities Corp
INCREASED
Shares8,990 from 5,000
Change+3,990 (+80%)
Value$444.6K (+$196.9K)
Filed 2026-10-27
Elmwood Wealth Management, Inc.
DECREASED
Shares8,756 from 8,836
Change-80 (-1%)
Value$433.1K (-$4.8K)
Filed 2026-10-14
Mccarter Private Wealth Services LLC
INCREASED
Shares8,486 from 6,980
Change+1,506 (+22%)
Value$419.7K (+$73.9K)
Filed 2026-10-22
Team Financial Group, LLC
DECREASED
Shares8,409 from 10,458
Change-2,049 (-20%)
Value$415.9K (-$102.3K)
Filed 2026-10-30
Forum Financial Management, LP
INCREASED
Shares8,293 from 8,208
Change+85 (+1%)
Value$410.2K (+$3.5K)
Filed 2026-10-16
Golden State Wealth Management, LLC
INCREASED
Shares7,951 from 4,330
Change+3,621 (+84%)
Value$393.3K (+$178.7K)
Filed 2026-11-02
Tenet Wealth Partners, LLC
INCREASED
Shares7,912 from 4,608
Change+3,304 (+72%)
Value$391.3K (+$162.5K)
Filed 2026-10-19
Nfsg Corp
INCREASED
Shares7,860 from 7,140
Change+720 (+10%)
Value$388.8K (+$35.0K)
Filed 2026-10-15
MTM Investment Management, LLC
INCREASED
Shares7,775 from 275
Change+7,500 (+2727%)
Value$384.6K (+$370.9K)
Filed 2026-10-30
Norden Group LLC
DECREASED
Shares7,771 from 17,171
Change-9,400 (-55%)
Value$384.3K (-$466.5K)
Filed 2026-10-20
Park Avenue Securities LLC
INCREASED
Shares7,767 from 7,107
Change+660 (+9%)
Value$384 (-$351.6K)
Filed 2026-10-26
KWB Wealth
DECREASED
Shares7,711 from 7,766
Change-55 (-1%)
Value$381.4K (-$3.4K)
Filed 2026-10-16
Beaumont Financial Advisors, LLC
INCREASED
Shares7,637 from 6,027
Change+1,610 (+27%)
Value$377.7K (+$79.1K)
Filed 2026-10-22
Richmond Investment Services, LLC
INCREASED
Shares7,589 from 5,498
Change+2,091 (+38%)
Value$375.4K (+$103.0K)
Filed 2026-10-29
HighPoint Advisor Group LLC
INCREASED
Shares7,227 from 6,645
Change+582 (+9%)
Value$357.4K (+$28.2K)
Filed 2026-11-09
Bank of New York Mellon Corp
DECREASED
Shares7,090 from 7,702
Change-612 (-8%)
Value$350.7K (-$31.0K)
Filed 2026-11-05
Guidance Capital, Inc
DECREASED
Shares6,929 from 15,200
Change-8,271 (-54%)
Value$342.8K (-$411.5K)
Filed 2026-11-03
Money Concepts Capital Corp
DECREASED
Shares6,726 from 6,906
Change-180 (-3%)
Value$332.7K (-$9.5K)
Filed 2026-11-06
Cyr Financial Inc.
INCREASED
Shares6,585 from 6,525
Change+60 (+1%)
Value$325.7K (+$2.4K)
Filed 2026-10-16
Wallace Hart LLC
NEW
Shares6,579
Change+6,579
Value$325.4K
Filed 2026-11-09
MCF Advisors LLC
INCREASED
Shares6,571 from 6,533
Change+38 (+1%)
Value$325.1K (+$1.3K)
Filed 2026-10-28
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares6,444 from 6,043
Change+401 (+7%)
Value$318.7K (+$19.3K)
Filed 2026-10-14
Cooper Capital Advisors LLC
UNCHANGED
Shares6,409 from 6,409
Change0 (0%)
Value$317.0K (-$577)
Filed 2026-10-29
PCG Asset Management, LLC
NEW
Shares6,400
Change+6,400
Value$317.6K
Filed 2026-11-05
1900 Wealth Management LLC
INCREASED
Shares6,213 from 6,149
Change+64 (+1%)
Value$307.3K (+$2.6K)
Filed 2026-10-13
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares6,160 from 6,220
Change-60 (-1%)
Value$304.7K (-$3.5K)
Filed 2026-10-15
Retirement Planning Group, LLC
DECREASED
Shares6,080 from 8,147
Change-2,067 (-25%)
Value$300.7K (-$103.0K)
Filed 2026-10-19
Mann Financial Group, Inc.
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$296.8K (-$540)
Filed 2026-10-15
Howard Wealth Management, LLC
INCREASED
Shares5,965 from 5,793
Change+172 (+3%)
Value$295.1K (+$8.0K)
Filed 2026-10-28
Intrua Financial, LLC
NEW
Shares5,964
Change+5,964
Value$295.0K
Filed 2026-10-28
Founders Financial Alliance, LLC
INCREASED
Shares5,962 from 5,879
Change+83 (+1%)
Value$294.9K (+$3.6K)
Filed 2026-11-10
Cadent Capital Advisors, LLC
NEW
Shares5,917
Change+5,917
Value$292.7K
Filed 2026-10-09
Bluedoor Private Wealth, LLC
UNCHANGED
Shares5,860 from 5,860
Change0 (0%)
Value$289.8K (-$527)
Filed 2026-11-05
Cullen T Bankers, Inc.
DECREASED
Shares5,841 from 6,063
Change-222 (-4%)
Value$288.9K (-$11.5K)
Filed 2026-10-28
Spinnaker Investment Group, LLC
INCREASED
Shares5,709 from 5,598
Change+111 (+2%)
Value$282.4K (+$5.0K)
Filed 2026-10-13
Indivisible Partners
NEW
Shares5,705
Change+5,705
Value$282.2K
Filed 2026-10-26
MFA Wealth Advisors, LLC
INCREASED
Shares5,658 from 5,624
Change+34 (+1%)
Value$279.8K (+$1.2K)
Filed 2026-10-07
Milestone Asset Management, LLC
DECREASED
Shares5,655 from 6,745
Change-1,090 (-16%)
Value$279.7K (-$54.5K)
Filed 2026-10-15
MidAtlantic Capital Management, Inc.
NEW
Shares5,520
Change+5,520
Value$273.0K
Filed 2026-11-05
Armor Investment Advisors, LLC
UNCHANGED
Shares5,449 from 5,449
Change0 (0%)
Value$269.5K (-$490)
Filed 2026-10-27
Wavvest Wealth LLC
NEW
Shares5,435
Change+5,435
Value$268.8K
Filed 2026-10-21
Harmony Asset Management LLC
DECREASED
Shares5,420 from 5,561
Change-141 (-3%)
Value$268.1K (-$7.5K)
Filed 2026-10-20
Roman Butler Fullerton & Co
UNCHANGED
Shares5,231 from 5,231
Change0 (0%)
Value$259.3K (-$157)
Filed 2026-10-27
Drive Wealth Management, LLC
NEW
Shares4,837
Change+4,837
Value$240.1K
Filed 2026-11-09
Advisor Resource Council
NEW
Shares4,768
Change+4,768
Value$235.9K
Filed 2026-11-05
Diversified Trust Co
NEW
Shares4,635
Change+4,635
Value$229.2K
Filed 2026-11-06
Buck Wealth Strategies, LLC
DECREASED
Shares4,619 from 5,003
Change-384 (-8%)
Value$228.4K (-$19.4K)
Filed 2026-10-28
PVG Asset Management Corp
DECREASED
Shares4,586 from 5,573
Change-987 (-18%)
Value$226.8K (-$49.3K)
Filed 2026-10-19
Trust Co of Toledo NA
DECREASED
Shares4,315 from 4,351
Change-36 (-1%)
Value$213.4K (-$2.2K)
Filed 2026-10-16
Legacy Wealth Partners, LLC
NEW
Shares4,272
Change+4,272
Value$211.3K
Filed 2026-10-15
Ted Buchan & Co
INCREASED
Shares4,227 from 4,103
Change+124 (+3%)
Value$209.1K (+$5.8K)
Filed 2026-10-23
TD Waterhouse Canada Inc.
DECREASED
Shares4,206 from 11,776
Change-7,570 (-64%)
Value$208.5K (-$375.7K)
Filed 2026-10-16
Novem Group
DECREASED
Shares4,145 from 4,285
Change-140 (-3%)
Value$205.0K (-$7.3K)
Filed 2026-10-19
Bank of Montreal
UNCHANGED
Shares3,455 from 3,455
Change0 (0%)
Value$170.9K (-$311)
Filed 2026-11-09
Owl Creek Wealth Partners LLC
INCREASED
Shares1,860 from 1,841
Change+19 (+1%)
Value$92.0K (+$781)
Filed 2026-10-20
Smithfield Trust Co
NEW
Shares1,804
Change+1,804
Value$89
Filed 2026-11-09
Parkside Financial Bank & Trust
INCREASED
Shares1,666 from 1,612
Change+54 (+3%)
Value$82.4K (+$2.5K)
Filed 2026-10-27
Silver Grove Financial Group, Inc.
INCREASED
Shares1,307 from 1,293
Change+14 (+1%)
Value$64.6K (+$548)
Filed 2026-11-05
NBH Bank
UNCHANGED
Shares1,079 from 1,079
Change0 (0%)
Value$53.4K (-$97)
Filed 2026-11-05
Pinnacle Bancorp, Inc.
UNCHANGED
Shares818 from 818
Change0 (0%)
Value$40.5K (-$74)
Filed 2026-10-21
CX Institutional
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$35 ($0)
Filed 2026-10-02
Tidemark, LLC
DECREASED
Shares642 from 746
Change-104 (-14%)
Value$31.8K (-$5.2K)
Filed 2026-11-09
Jacobi Capital Management LLC
NEW
Shares400
Change+400
Value$19.8K
Filed 2026-11-05
Nemes Rush Group LLC
UNCHANGED
Shares384 from 384
Change0 (0%)
Value$19.0K (-$34)
Filed 2026-11-04
Allworth Financial LP
UNCHANGED
Shares364 from 364
Change0 (0%)
Value$18.0K ($0)
Filed 2026-11-06
Strengthening Families & Communities, LLC
INCREASED
Shares334 from 332
Change+2 (+1%)
Value$16.5K (+$81)
Filed 2026-10-21
Lodestone Wealth Management LLC
UNCHANGED
Shares317 from 317
Change0 (0%)
Value$15.7K (-$28)
Filed 2026-10-14
Versant Capital Management, Inc
UNCHANGED
Shares311 from 311
Change0 (0%)
Value$15.4K (-$28)
Filed 2026-10-02
Birchbrook, Inc.
UNCHANGED
Shares302 from 302
Change0 (0%)
Value$14.9K (-$28)
Filed 2026-10-14
Caldwell Trust Co
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$14.8K (-$27)
Filed 2026-10-30
Central Trust Co
INCREASED
Shares292 from 272
Change+20 (+7%)
Value$14.4K (+$965)
Filed 2026-11-05
PFS Partners, LLC
UNCHANGED
Shares260 from 260
Change0 (0%)
Value$12.9K (-$23)
Filed 2026-10-21
Richards, Merrill & Peterson, Inc.
DECREASED
Shares250 from 450
Change-200 (-44%)
Value$12.4K (-$9.9K)
Filed 2026-10-19
Triumph Capital Management
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$12.4K (-$23)
Filed 2026-10-14
Lanark Financial, Inc.
INCREASED
Shares200 from 100
Change+100 (+100%)
Value$9.9K (+$4.9K)
Filed 2026-10-26
Independence Bank of Kentucky
NEW
Shares196
Change+196
Value$9.7K
Filed 2026-10-26
Plante Moran Financial Advisors, LLC
NEW
Shares186
Change+186
Value$9.2K
Filed 2026-11-04
Planning Strategies Inc.
UNCHANGED
Shares179 from 179
Change0 (0%)
Value$8.9K (-$16)
Filed 2026-10-02
Hughes Financial Services, LLC
NEW
Shares153
Change+153
Value$7.6K
Filed 2026-10-30
Mainstream Capital Management LLC
NEW
Shares126
Change+126
Value$6.2K
Filed 2026-10-23
Coston, McIsaac & Partners
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$5.5K (+$5.5K)
Filed 2026-11-06
Archer Investment Corp
NEW
Shares88
Change+88
Value$4.4K
Filed 2026-11-05
Princeton Global Asset Management LLC
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$4.2K (-$8)
Filed 2026-10-21
Creative Capital Management Investments LLC
NEW
Shares79
Change+79
Value$3.9K
Filed 2026-10-28
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares60 from 160
Change-100 (-62%)
Value$3.0K (-$5.0K)
Filed 2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares57 from 112
Change-55 (-49%)
Value$2.8K (-$2.7K)
Filed 2026-10-14
Caldwell Sutter Capital, Inc.
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$2.1K (-$4)
Filed 2026-11-09
First Command Advisory Services, Inc.
NEW
Shares21
Change+21
Value$1.0K
Filed 2026-11-05
Kingdom Financial Group Llc.
DECREASED
Shares20 from 668
Change-648 (-97%)
Value$989 (-$32.1K)
Filed 2026-11-04
Center for Financial Planning, Inc.
NEW
Shares17
Change+17
Value$840
Filed 2026-10-26
Parallel Advisors, LLC
DECREASED
Shares7 from 16
Change-9 (-56%)
Value$346 (-$468)
Filed 2026-11-03
Cherry Tree Wealth Management, LLC
DECREASED
Shares1 from 163
Change-162 (-99%)
Value$30 (-$8.0K)
Filed 2026-10-15
Vise Technologies, Inc.
CLOSED
Shares0 from 60,973
Change-60,973 (-100%)
Value$0 (-$3.0M)
Filed 2026-10-29
Root Financial Partners, LLC
CLOSED
Shares0 from 60,972
Change-60,972 (-100%)
Value$0 (-$3.0M)
Filed 2026-10-21
Bryant Woods Investment Advisors, LLC
CLOSED
Shares0 from 25,275
Change-25,275 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-26
Scarborough Advisors, LLC
CLOSED
Shares0 from 13,386
Change-13,386 (-100%)
Value$0 (-$664.5K)
Filed 2026-10-16
Fisher Asset Management, LLC
CLOSED
Shares0 from 10,927
Change-10,927 (-100%)
Value$0 (-$541.5K)
Filed 2026-11-06
China Universal Asset Management Co., Ltd.
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$497.0K)
Filed 2026-10-28
Focused Wealth Management, Inc
CLOSED
Shares0 from 9,405
Change-9,405 (-100%)
Value$0 (-$466.0K)
Filed 2026-10-30
MGO One Seven LLC
CLOSED
Shares0 from 7,609
Change-7,609 (-100%)
Value$0 (-$377.0K)
Filed 2026-10-28
Trust Co of Oklahoma
CLOSED
Shares0 from 6,227
Change-6,227 (-100%)
Value$0 (-$308.5K)
Filed 2026-10-15
RFG Advisory, LLC
CLOSED
Shares0 from 5,298
Change-5,298 (-100%)
Value$0 (-$262.5K)
Filed 2026-11-03
Lineweaver Wealth Advisors, LLC
CLOSED
Shares0 from 4,767
Change-4,767 (-100%)
Value$0 (-$236.2K)
Filed 2026-10-13
Tectonic Advisors LLC
CLOSED
Shares0 from 4,171
Change-4,171 (-100%)
Value$0 (-$206.7K)
Filed 2026-10-22
Bessemer Group Inc
CLOSED
Shares0 from 3,407
Change-3,407 (-100%)
Value$0 (-$169.0K)
Filed 2026-11-09
AdvisorNet Financial, Inc
CLOSED
Shares0 from 3,236
Change-3,236 (-100%)
Value$0 (-$160.3K)
Filed 2026-10-15
Obsidian CIO, LLC
CLOSED
Shares0 from 2,058
Change-2,058 (-100%)
Value$0 (-$102.0K)
Filed 2026-11-05
Hara Capital LLC
CLOSED
Shares0 from 734
Change-734 (-100%)
Value$0 (-$36.5K)
Filed 2026-10-30
Evolution Wealth Management Inc.
CLOSED
Shares0 from 461
Change-461 (-100%)
Value$0 (-$22.8K)
Filed 2026-10-28
Pension & Wealth Management Advisors, Inc.
CLOSED
Shares0 from 416
Change-416 (-100%)
Value$0 (-$20.7K)
Filed 2026-10-16
Oakworth Capital, Inc.
CLOSED
Shares0 from 132
Change-132 (-100%)
Value$0 (-$6.5K)
Filed 2026-10-26
Robinswood Financial LLC
CLOSED
Shares0 from 111
Change-111 (-100%)
Value$0 (-$5.5K)
Filed 2026-10-20
Gilpin Wealth Management, LLC
CLOSED
Shares0 from 96
Change-96 (-100%)
Value$0 (-$4.8K)
Filed 2026-10-09
Kozak & Associates, Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$33)
Filed 2026-10-29
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$10.9M (+$9.0M)
Filed 2026-10-29
JPMorgan Chase & Co
N/A
Shares— from 50,644,264
Change-50,644,264 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 27,206,439
Change-27,206,439 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 18,679,985
Change-18,679,985 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 12,137,761
Change-12,137,761 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 8,853,495
Change-8,853,495 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 5,839,077
Change-5,839,077 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 5,365,982
Change-5,365,982 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4,498,032
Change-4,498,032 (-100%)
Value—
Kensington Asset Management, LLC
N/A
Shares— from 4,407,675
Change-4,407,675 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 4,147,919
Change-4,147,919 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 4,048,209
Change-4,048,209 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,605,664
Change-2,605,664 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 2,178,894
Change-2,178,894 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 2,049,668
Change-2,049,668 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,966,178
Change-1,966,178 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,801,048
Change-1,801,048 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 1,443,174
Change-1,443,174 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,230,140
Change-1,230,140 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,113,486
Change-1,113,486 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,030,413
Change-1,030,413 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 847,303
Change-847,303 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 769,363
Change-769,363 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 749,150
Change-749,150 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 731,005
Change-731,005 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 722,615
Change-722,615 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 672,130
Change-672,130 (-100%)
Value—
AMJ Financial Wealth Management
N/A
Shares— from 662,171
Change-662,171 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 656,857
Change-656,857 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 592,404
Change-592,404 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 543,289
Change-543,289 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 522,161
Change-522,161 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 521,161
Change-521,161 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 515,220
Change-515,220 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 497,420
Change-497,420 (-100%)
Value—
&partners
N/A
Shares— from 486,353
Change-486,353 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 423,725
Change-423,725 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 362,454
Change-362,454 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 341,821
Change-341,821 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 310,228
Change-310,228 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 282,255
Change-282,255 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 248,952
Change-248,952 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 237,319
Change-237,319 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 236,284
Change-236,284 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 232,306
Change-232,306 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 225,399
Change-225,399 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 212,523
Change-212,523 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 204,983
Change-204,983 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 180,686
Change-180,686 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 172,044
Change-172,044 (-100%)
Value—
SAM Advisors, LLC
N/A
Shares— from 168,199
Change-168,199 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 144,762
Change-144,762 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 138,371
Change-138,371 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 135,105
Change-135,105 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 129,971
Change-129,971 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 115,472
Change-115,472 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 112,753
Change-112,753 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 106,657
Change-106,657 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 98,147
Change-98,147 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 97,456
Change-97,456 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 97,456
Change-97,456 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 95,645
Change-95,645 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 88,571
Change-88,571 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 87,237
Change-87,237 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 85,852
Change-85,852 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 85,016
Change-85,016 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 83,742
Change-83,742 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 80,723
Change-80,723 (-100%)
Value—
Pacific Financial Group Inc
N/A
Shares— from 74,275
Change-74,275 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 73,809
Change-73,809 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 73,381
Change-73,381 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 73,060
Change-73,060 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 67,137
Change-67,137 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 61,140
Change-61,140 (-100%)
Value—
Norris Financial Group, LLC
N/A
Shares— from 60,377
Change-60,377 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 56,449
Change-56,449 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 56,347
Change-56,347 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 54,612
Change-54,612 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 52,054
Change-52,054 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 51,303
Change-51,303 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 48,257
Change-48,257 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 47,050
Change-47,050 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 46,610
Change-46,610 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 43,235
Change-43,235 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 42,363
Change-42,363 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 42,019
Change-42,019 (-100%)
Value—
Betterment LLC
N/A
Shares— from 41,823
Change-41,823 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 41,665
Change-41,665 (-100%)
Value—
Sargent Investment Group, LLC
N/A
Shares— from 37,300
Change-37,300 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 37,104
Change-37,104 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 36,647
Change-36,647 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 36,229
Change-36,229 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 34,314
Change-34,314 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 33,629
Change-33,629 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 31,155
Change-31,155 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 29,152
Change-29,152 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 28,185
Change-28,185 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 27,591
Change-27,591 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 27,569
Change-27,569 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 24,401
Change-24,401 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 23,727
Change-23,727 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 23,528
Change-23,528 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 23,457
Change-23,457 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 23,368
Change-23,368 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 22,642
Change-22,642 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 21,240
Change-21,240 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 21,000
Change-21,000 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 17,804
Change-17,804 (-100%)
Value—
Everest Private Wealth
N/A
Shares— from 17,349
Change-17,349 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 17,332
Change-17,332 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 17,095
Change-17,095 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 15,296
Change-15,296 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 15,009
Change-15,009 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 14,732
Change-14,732 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 13,038
Change-13,038 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 12,600
Change-12,600 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 12,597
Change-12,597 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 12,393
Change-12,393 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 12,193
Change-12,193 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 12,155
Change-12,155 (-100%)
Value—
Riverstone Advisors, LLC
N/A
Shares— from 11,166
Change-11,166 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 10,882
Change-10,882 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 10,191
Change-10,191 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 10,078
Change-10,078 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 9,812
Change-9,812 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 9,679
Change-9,679 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 9,550
Change-9,550 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 9,542
Change-9,542 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 9,476
Change-9,476 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 9,200
Change-9,200 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 8,413
Change-8,413 (-100%)
Value—
Applied Capital LLC
N/A
Shares— from 7,954
Change-7,954 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 7,902
Change-7,902 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 7,901
Change-7,901 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 7,670
Change-7,670 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 6,990
Change-6,990 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 6,726
Change-6,726 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 6,622
Change-6,622 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 6,456
Change-6,456 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 5,638
Change-5,638 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 5,601
Change-5,601 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 5,546
Change-5,546 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 5,503
Change-5,503 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 5,320
Change-5,320 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 5,106
Change-5,106 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 5,101
Change-5,101 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 5,011
Change-5,011 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 4,963
Change-4,963 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 4,866
Change-4,866 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 4,124
Change-4,124 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 2,578
Change-2,578 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,363
Change-2,363 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 1,465
Change-1,465 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 1,131
Change-1,131 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 970
Change-970 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 915
Change-915 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 751
Change-751 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 515
Change-515 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 505
Change-505 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 310
Change-310 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 300
Change-300 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 237
Change-237 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 188
Change-188 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 184
Change-184 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 100
Change-100 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED17,825,68413,981,921+3,843,763+27%$692.8M$881.7M+$188.9M2026-11-06
FMR LLC
DECREASED6,002,8136,276,578-273,765-4%$311.0M$296.9M-$14.1M2026-11-10
PNC Financial Services Group, Inc.
INCREASED5,839,2125,256,302+582,910+11%$260.4M$288.8M+$28.4M2026-11-06
Commonwealth Equity Services, LLC
DECREASED2,181,0192,291,481-110,462-5%$113.5M$107.9M-$5.7M2026-11-02
Crane Advisory, LLC
INCREASED1,576,0891,528,318+47,771+3%$75.8M$78.0M+$2.1M2026-10-13
Financial Management Professionals, Inc.
NEW1,017,155—+1,017,155——$50.5M—2026-10-23
HighTower Advisors, LLC
INCREASED967,448380,490+586,958+154%$18.9M$47.8M+$29.0M2026-11-10
Valeo Financial Advisors, LLC
INCREASED914,811675,621+239,190+35%$33.5M$45.2M+$11.8M2026-10-08
Leelyn Smith, LLC
INCREASED872,833281,445+591,388+210%$13.9M$43.2M+$29.2M2026-11-03
Lakeshore Financial Planning, Inc.
INCREASED843,157767,769+75,388+10%$38.0M$41.7M+$3.7M2026-10-13
Main Street Group, LTD
INCREASED811,366738,794+72,572+10%$36.6M$40.1M+$3.5M2026-10-28
Concurrent Investment Advisors, LLC
INCREASED799,57531,829+767,746+2412%$1.6M$39.5M+$38.0M2026-10-16
Disciplina Capital Management LLC
INCREASED734,738524,130+210,608+40%$26.0M$36.4M+$10.3M2026-11-06
Geneos Wealth Management Inc.
INCREASED723,661458,258+265,403+58%$22.7M$35.8M+$13.1M2026-11-09
Prairie Advisory, LLC
INCREASED717,018318,946+398,072+125%$15.8M$35.5M+$19.7M2026-10-19
Navigation Group, LLC
INCREASED696,711658,086+38,625+6%$32.6M$34.5M+$1.9M2026-10-28
Blue Water Asset Management
INCREASED668,866662,688+6,178+1%$32.8M$33.1M+$245.9K2026-11-04
Diversify Wealth Management, LLC
INCREASED644,477482,731+161,746+34%$24.0M$31.9M+$8.0M2026-10-20
Diversify Advisory Services, LLC
INCREASED644,477482,731+161,746+34%$24.0M$31.9M+$8.0M2026-10-20
Cambridge Investment Research Advisors, Inc.
DECREASED643,292768,225-124,933-16%$38.1M$31.8K-$38.0M2026-11-02
Persium Advisors, LLC
NEW618,064—+618,064——$30.6M—2026-10-07
MBM Wealth Consultants, LLC
INCREASED610,136570,844+39,292+7%$28.3M$30.2M+$1.9M2026-10-20
BOS Asset Management, LLC
INCREASED476,689372,401+104,288+28%$18.5M$23.6M+$5.1M2026-10-09
IAG Wealth Partners, LLC
INCREASED456,106429,859+26,247+6%$21.3M$22.6M+$1.3M2026-11-06
Embree Financial Group
DECREASED441,618453,114-11,496-3%$22.5M$21.8M-$609.3K2026-10-22
Beaumont Asset Management, L.L.C.
INCREASED441,490360,506+80,984+22%$17.9M$21.8M+$4.0M2026-10-16
Ironwood Wealth Management, Inc.
DECREASED439,372439,756-3840%$21.8M$21.7M-$54.2K2026-10-14
Bulwark Capital Corp
INCREASED437,002386,677+50,325+13%$19.2M$21.6M+$2.5M2026-10-13
Symphony Financial, Ltd. Co.
DECREASED434,139435,076-9370%$21.6M$21.5M-$86.6K2026-10-22
Financial Consulate, Inc
INCREASED432,483427,177+5,306+1%$21.2M$21.4M+$225.5K2026-10-23
Caliber Wealth Management, LLC / KS
INCREASED429,864378,362+51,502+14%$18.7M$21.3M+$2.5M2026-11-04
Onyx Bridge Wealth Group LLC
INCREASED429,269305,389+123,880+41%$15.1M$21.2M+$6.1M2026-10-16
Ashton Thomas Private Wealth, LLC
INCREASED411,684393,420+18,264+5%$19.5M$20.4M+$867.9K2026-11-03
Northwest Financial Advisors
DECREASED378,713381,089-2,376-1%$18.9M$18.7M-$151.9K2026-10-27
Clark Wealth Partners
INCREASED376,065227,663+148,402+65%$11.3M$18.7M+$7.3M2026-10-19
Davenport & Co LLC
INCREASED357,670330,609+27,061+8%$16.4M$17.7M+$1.3M2026-10-14
Thoroughbred Financial Services, LLC
INCREASED337,831105,921+231,910+219%$2.4K$13.8K+$11.5K2026-11-09
Kestra Advisory Services, LLC
INCREASED337,362285,037+52,325+18%$14.1M$16.7M+$2.6M2026-11-02
Fairvoy Private Wealth, LLC
DECREASED329,945340,896-10,951-3%$16.9M$16.3M-$572.3K2026-10-19
Bouvel Investment Partners, LLC
INCREASED324,769166,035+158,734+96%$8.2M$16.1M+$7.8M2026-10-13
Oppenheimer & Co Inc
INCREASED323,728300,607+23,121+8%$14.9M$16.0M+$1.1M2026-10-26
Fifth Third Bancorp
INCREASED319,725307,563+12,162+4%$15.2M$15.8M+$573.8K2026-11-05
Hedeker Wealth, LLC
DECREASED312,067316,211-4,144-1%$15.7M$15.4M-$233.4K2026-10-23
M Wealth Management, LLC
INCREASED295,414284,707+10,707+4%$14.1M$14.6M+$503.9K2026-10-14
Daymark Wealth Partners, LLC
INCREASED292,570268,438+24,132+9%$13.3M$14.5M+$1.2M2026-11-04
Good Steward Wealth Advisors,LLC
INCREASED290,189283,138+7,051+2%$14.0M$14.4M+$323.3K2026-11-06
AFG Fiduciary Services Limited Partnership
INCREASED280,939273,342+7,597+3%$13.5M$13.9M+$365.3K2026-10-21
Assetmark, Inc
NEW273,784—+273,784——$13.5M—2026-10-21
Acumen Wealth Advisors, LLC
INCREASED271,804167,133+104,671+63%$8.3M$13.5M+$5.2M2026-11-05
Valmark Advisers, Inc.
INCREASED268,811142,721+126,090+88%$7.1M$13.3M+$6.2M2026-11-06
Horizon Wealth Management, LLC
INCREASED266,552208,399+58,153+28%$10.3M$13.2M+$2.9M2026-11-02
Farther Finance Advisors, LLC
INCREASED262,643193,859+68,784+35%$9.6M$13.0M+$3.4M2026-10-08
Shore Point Advisors, LLC
INCREASED252,696242,425+10,271+4%$11.9M$12.4M+$489.4K2026-10-14
Creative Financial Designs Inc
INCREASED250,9974,114+246,883+6001%$203.8K$12.4M+$12.2M2026-11-04
J.W. Cole Advisors, Inc.
DECREASED249,851263,550-13,699-5%$13.1M$12.4M-$701.3K2026-11-05
Arete Wealth Advisors, LLC
DECREASED242,548361,480-118,932-33%$17.9M$12.0M-$5.9M2026-11-09
Tabr Capital Management, LLC
INCREASED242,021204,228+37,793+19%$10.1M$12.0M+$1.9M2026-10-20
Harbour Investments, Inc.
INCREASED240,997207,038+33,959+16%$10.3M$11.9M+$1.7M2026-11-09
Choice Wealth Advisors LLC
NEW233,320—+233,320——$11.5M—2026-10-16
Wealth Enhancement Advisory Services, LLC
DECREASED222,928226,970-4,042-2%$11.3M$11.0M-$220.5K2026-10-13
Sheets Smith Wealth Management
INCREASED220,744201,806+18,938+9%$10.0M$10.9M+$918.5K2026-10-16
Advisory Resource Group
INCREASED220,070114,298+105,772+93%$5.7M$10.9M+$5.2M2026-10-26
Focused Alpha, LLC
INCREASED218,570167,962+50,608+30%$8.3M$10.8M+$2.5M2026-10-20
Stonebridge Financial Group, LLC
DECREASED212,381213,455-1,0740%$10.6M$10.5M-$72.4K2026-10-01
IFG Advisory, LLC
INCREASED207,221184,834+22,387+12%$9.2M$10.2M+$1.1M2026-11-09
Cedar Mountain Advisors, LLC
INCREASED206,790151,096+55,694+37%$7.5M$10.2M+$2.7M2026-10-15
Global View Capital Management LLC
INCREASED203,370122,898+80,472+65%$6.1M$10.1M+$4.0M2026-10-28
Little House Capital LLC
INCREASED203,309160,215+43,094+27%$7.9M$10.1M+$2.1M2026-11-06
BCS Private Wealth Management, Inc.
INCREASED197,944185,341+12,603+7%$9.2M$9.8M+$609.4K2026-11-09
Live Oak Investment Partners
DECREASED196,161196,446-2850%$9.7M$9.7M-$31.8K2026-10-23
Goldstein Advisors, LLC
DECREASED192,323193,058-7350%$9.6M$9.5M-$53.7K2026-10-15
Spire Wealth Management
INCREASED184,201169,691+14,510+9%$8.4M$9.1M+$702.4K2026-10-30
Vista Investment Partners LLC
NEW172,348—+172,348——$8.5M—2026-10-08
Congress Park Capital LLC
INCREASED170,089122,381+47,708+39%$6.1M$8.4M+$2.3M2026-10-13
IFP Advisors, Inc
INCREASED168,999159,124+9,875+6%$7.9M$8.4M+$474.1K2026-10-16
Americana Partners, LLC
INCREASED166,459147,687+18,772+13%$7.3M$8.2M+$915.2K2026-10-28
Innovative Wealth Building LLC
INCREASED164,484162,456+2,028+1%$8.0M$8.1M+$85.7K2026-10-14
Wespac Advisors, LLC
DECREASED162,200221,162-58,962-27%$11.0M$8.0M-$2.9M2026-10-26
Perigon Wealth Management, LLC
INCREASED159,567156,336+3,231+2%$7.7M$7.9M+$145.7K2026-10-22
Leisure Capital Management
INCREASED156,460142,104+14,356+10%$7.0M$7.7M+$697.3K2026-11-03
Parsons Capital Management Inc
INCREASED152,88966,104+86,785+131%$3.3M$7.6M+$4.3M2026-10-28
Curran Financial Partners, LLC
DECREASED149,866163,396-13,530-8%$8.1M$7.4M-$683.9K2026-11-04
Regions Financial Corp
INCREASED146,86378,155+68,708+88%$3.9M$7.3M+$3.4M2026-11-05
Raab & Moskowitz Asset Management LLC
INCREASED140,831138,435+2,396+2%$6.9M$7.0M+$106.0K2026-11-02
Master's Wealth Management Inc.
NEW140,348—+140,348——$6.9M—2026-10-22
Collective Family Office LLC
INCREASED139,349118,481+20,868+18%$5.9M$6.9M+$1.0M2026-10-05
Sowell Financial Services LLC
INCREASED137,74710,042+127,705+1272%$497.6K$6.8M+$6.3M2026-10-23
Ifrah Financial Services, Inc.
INCREASED135,805133,310+2,495+2%$6.6M$6.7M+$111.4K2026-10-13
Cornerstone Advisors Asset Management, LLC
INCREASED135,148119,983+15,165+13%$5.9M$6.7M+$739.3K2026-11-06
Clearwave Capital, LLC
INCREASED134,026131,973+2,053+2%$6.5M$6.6M+$89.7K2026-10-27
Thrivent Financial for Lutherans
NEW129,465—+129,465——$6.4K—2026-11-05
Interchange Capital Partners, LLC
INCREASED123,01837,181+85,837+231%$1.8M$6.1M+$4.2M2026-10-28
Smallwood Wealth Investment Management, LLC
DECREASED122,926140,180-17,254-12%$6.9M$6.1M-$866.0K2026-10-30
Avestar Capital, LLC
DECREASED121,880142,517-20,637-14%$7.1M$6.0M-$1.0M2026-10-28
Correct Capital Wealth Management
DECREASED121,767122,705-938-1%$6.1M$6.0M-$57.4K2026-11-02
Destiny Wealth Partners, LLC
INCREASED120,485114,212+6,273+5%$5.7M$6.0M+$302.3K2026-11-05
Alpha Zero LLC
INCREASED118,04498,550+19,494+20%$4.9M$5.8M+$948.4K2026-11-06
Iron Financial LLC
DECREASED116,135126,759-10,624-8%$6.3M$5.7M-$536.8K2026-10-23
Phoenix Wealth Advisors
DECREASED115,381168,444-53,063-31%$8.3M$5.7M-$2.6M2026-11-03
Everest Financial Group LLC
INCREASED115,35421,007+94,347+449%$1.0M$5.7M+$4.7M2026-11-06
Catalyst Capital Advisors LLC
DECREASED115,165119,165-4,000-3%$5.9M$5.7M-$208.6K2026-11-02
AXS Investments LLC
NEW112,410—+112,410——$5.6M—2026-11-04
Blue Trust, Inc.
INCREASED112,376111,219+1,157+1%$5.5M$5.6M+$47.2K2026-10-15
Wealthcare Advisory Partners LLC
INCREASED109,775100,879+8,896+9%$5.0M$5.4M+$430.9K2026-10-21
Flagship Harbor Advisors, LLC
DECREASED109,459137,960-28,501-21%$6.8M$5.4M-$1.4M2026-10-26
Ignite Planners, LLC
INCREASED106,21579,673+26,542+33%$3.9M$5.3M+$1.3M2026-10-14
Fermata Advisors, LLC
INCREASED105,03996,693+8,346+9%$4.8M$5.2M+$404.1K2026-10-13
Truist Financial Corp
INCREASED104,783102,001+2,782+3%$5.1M$5.2M+$128.4K2026-10-30
Integrity Alliance, Llc.
DECREASED103,586106,805-3,219-3%$5.3M$5.1M-$168.8K2026-10-29
Western Wealth Management, LLC
INCREASED100,13991,759+8,380+9%$4.5M$5.0M+$406.2K2026-11-09
Thayer Partners, LLC / MA
INCREASED97,48995,030+2,459+3%$4.7M$4.8M+$113.1K2026-11-06
Verus Capital Partners, LLC
DECREASED96,45296,929-4770%$4.8M$4.8M-$32.3K2026-11-03
Fortitude Advisory Group L.L.C.
DECREASED92,638177,583-84,945-48%$8.8M$4.6M-$4.2M2026-10-15
Simplicity Wealth,LLC
INCREASED92,05930,042+62,017+206%$1.5M$4.6M+$3.1M2026-10-23
Commonwealth Retirement Investments LLC
DECREASED90,872113,351-22,479-20%$5.6M$4.5M-$1.1M2026-10-26
Creative Planning
INCREASED88,92075,953+12,967+17%$3.8M$4.4M+$634.5K2026-11-02
Seed Wealth Management, Inc.
DECREASED88,478124,759-36,281-29%$6.2M$4.4M-$1.8M2026-10-20
B. Riley Wealth Advisors, Inc.
INCREASED86,52324,101+62,422+259%$1.2M$4.3M+$3.1M2026-10-13
Sigma Planning Corp
INCREASED86,16783,742+2,425+3%$4.1M$4.3M+$112.0K2026-10-23
Lido Advisors, LLC
INCREASED82,90535,639+47,266+133%$1.8M$4.1M+$2.3M2026-11-04
Unique Wealth Strategies, LLC
UNCHANGED81,93281,93200%$4.1M$4.1M$02026-10-13
Axxcess Wealth Management, LLC
INCREASED80,25623,562+56,694+241%$1.2M$4.0M+$2.8M2026-10-21
Client First Investment Management LLC
DECREASED77,792146,204-68,412-47%$7.2M$3.8M-$3.4M2026-10-09
Smart Wealth LLC
NEW77,743—+77,743——$3.8M—2026-11-04
Inscription Capital, LLC
DECREASED76,597299,090-222,493-74%$14.8M$3.8M-$11.0M2026-11-02
First Citizens Financial Corp
INCREASED76,42759,080+17,347+29%$2.9M$3.8M+$852.7K2026-10-02
Nilsine Partners, LLC
INCREASED76,31468,025+8,289+12%$3.4M$3.8M+$403.9K2026-11-02
WPG Advisers, LLC
DECREASED74,41479,519-5,105-6%$3.9M$3.7M-$259.7K2026-10-27
Crusonia Wealth Advisors LLC
INCREASED70,45368,782+1,671+2%$3.4M$3.5M+$76.5K2026-10-26
Macco Financial Group, Inc.
INCREASED70,00457,413+12,591+22%$2.8M$3.5M+$617.6K2026-11-05
Wealthfront Advisers LLC
INCREASED69,23960,985+8,254+14%$3.0M$3.4M+$402.8K2026-11-09
Great Valley Advisor Group, Inc.
INCREASED65,02935,528+29,501+83%$1.8M$3.2M+$1.5M2026-11-09
Prevail Innovative Wealth Advisors, LLC
DECREASED64,36577,610-13,245-17%$3.8M$3.2M-$658.9K2026-10-20
Avidian Wealth Enterprises, LLC
INCREASED62,44823,298+39,150+168%$1.2M$3.1M+$1.9M2026-10-08
Visionary Wealth Advisors
INCREASED60,31854,799+5,519+10%$2.7M$3.0M+$268.0K2026-11-04
Capital Financial Group Inc\co\
INCREASED57,10740,844+16,263+40%$2.0M$2.8M+$800.7K2026-11-10
Genesis Private Wealth, LLC
INCREASED56,67253,817+2,855+5%$2.7M$2.8M+$136.4K2026-11-02
Cypress Capital, LLC
INCREASED56,16650,208+5,958+12%$2.5M$2.8M+$290.2K2026-10-20
Sovran Advisors, LLC
INCREASED56,00127,091+28,910+107%$1.3M$2.8M+$1.4M2026-11-02
Kingswood Wealth Advisors, LLC
INCREASED55,50455,163+341+1%$2.7M$2.7M+$11.9K2026-10-23
Acorn Wealth Advisors, LLC
DECREASED55,16057,729-2,569-4%$2.9M$2.7M-$132.3K2026-10-19
Ridgeline Wealth, LLC
INCREASED54,72650,817+3,909+8%$2.5M$2.7M+$192.6K2026-10-14
Elevation Point Wealth Partners, LLC
INCREASED53,80952,054+1,755+3%$2.6M$2.7M+$91.3K2026-11-05
Financial Planning Navigators Corp
NEW52,408—+52,408——$2.6M—2026-10-14
Cravens & Co Advisors, LLC
DECREASED50,78854,596-3,808-7%$2.7M$2.5M-$193.3K2026-10-16
Stewardship Concepts Financial Services LLC
NEW46,404—+46,404——$2.3M—2026-10-06
Impact Partnership Wealth, LLC
INCREASED46,30342,805+3,498+8%$2.1M$2.3M+$169.2K2026-11-09
First United Bank & Trust
INCREASED46,16439,150+7,014+18%$1.9M$2.3M+$343.4K2026-10-22
4Wealth Advisors, Inc.
INCREASED45,57441,148+4,426+11%$2.0M$2.3M+$215.5K2026-10-13
SteelPeak Wealth, LLC
DECREASED45,53745,732-1950%$2.3M$2.3M-$13.5K2026-10-16
Aviance Capital Partners, LLC
INCREASED45,53144,869+662+1%$2.2M$2.3M+$28.7K2026-10-29
Accurate Wealth Management, LLC
NEW44,922—+44,922——$2.2M—2026-10-20
Silver OAK Securities, Incorporated
DECREASED44,16245,018-856-2%$2.2M$2.2M-$44.7K2026-11-09
Soltis Investment Advisors LLC
INCREASED43,92734,093+9,834+29%$1.7M$2.2M+$483.3K2026-10-28
TradeWell Securities, Llc.
INCREASED41,94337,022+4,921+13%$1.8M$2.1M+$240.1K2026-10-21
First Heartland Consultants, Inc.
INCREASED41,42638,477+2,949+8%$1.9M$2.0M+$142.4K2026-10-08
Clearstead Advisors, LLC
DECREASED41,04641,401-355-1%$2.1M$2.0M-$21.3K2026-11-06
Nova Financial LLC
NEW40,399—+40,399——$2.0M—2026-11-04
Prospera Financial Services Inc
DECREASED37,62853,055-15,427-29%$2.6M$1.9M-$766.8K2026-11-04
Moors & Cabot, Inc.
INCREASED36,02230,301+5,721+19%$1.5M$1.8M+$280.2K2026-11-06
D.A. Davidson & Co.
DECREASED35,26337,189-1,926-5%$1.8M$1.7M-$98.6K2026-10-28
Howard Capital Management, LLC
DECREASED34,92537,978-3,053-8%$1.9M$1.7M-$154.4K2026-10-16
Intelligence Driven Advisers, LLC
INCREASED33,74820,807+12,941+62%$1.0M$1.7M+$638.2K2026-10-09
Petros Family Wealth, LLC
INCREASED31,81727,853+3,964+14%$1.4M$1.6M+$193.6K2026-10-28
Private Trust Co NA
INCREASED31,57731,077+500+2%$1.5M$1.6M+$21.9K2026-10-20
Grantvest Financial Group LLC
INCREASED31,16324,005+7,158+30%$1.2M$1.5M+$351.9K2026-10-21
626 Financial, LLC
DECREASED30,73543,513-12,778-29%$2.2M$1.5M-$635.9K2026-11-04
Summit Financial Strategies, Inc.
INCREASED29,99915,075+14,924+99%$747.0K$1.5M+$736.8K2026-10-14
Regatta Capital Group, LLC
DECREASED28,80836,123-7,315-20%$1.8M$1.4M-$365.1K2026-10-23
City Center Advisors, LLC
DECREASED27,85931,926-4,067-13%$1.6M$1.4M-$204.0K2026-10-08
EverSource Wealth Advisors, LLC
DECREASED26,34327,537-1,194-4%$1.4M$1.3M-$61.5K2026-11-04
Carlson Financial, Inc.
INCREASED23,72322,476+1,247+6%$1.1M$1.2M+$59.7K2026-11-05
Allspring Global Investments Holdings, LLC
UNCHANGED23,30123,30100%$1.2M$1.2M-$2.1K2026-11-04
Excalibur Management Corp
DECREASED23,15923,461-302-1%$1.2M$1.1M-$17.1K2026-11-02
LexAurum Advisors, LLC
INCREASED21,66220,173+1,489+7%$999.6K$1.1M+$71.8K2026-10-19
Independent Financial Group, LLC
DECREASED21,38921,511-122-1%$1.1M$1.1M-$8.0K2026-10-13
Cornerstone Wealth Management, LLC
INCREASED20,58016,404+4,176+25%$812.8K$1.0M+$205.1K2026-11-04
Brookstone Capital Management
DECREASED20,42620,951-525-3%$1.0M$1.0M-$27.9K2026-10-22
Relyea Zuckerberg Hanson LLC
INCREASED20,07120,046+25+0%$993.3K$992.7K-$5632026-10-20
Belpointe Asset Management LLC
INCREASED19,88618,329+1,557+8%$908.2K$983.6K+$75.4K2026-11-09
Insight Wealth Partners, LLC
INCREASED19,17418,974+200+1%$940.2K$948.3K+$8.2K2026-10-26
Summit Wealth Group LLC / Co
DECREASED18,96619,144-178-1%$948.6K$938.1K-$10.5K2026-10-29
Emissary Wealth LLC
NEW18,671—+18,671——$923.5K—2026-11-09
Tcfg Investment Advisors, LLC
NEW18,520—+18,520——$916.0K—2026-10-20
Kestra Private Wealth Services, LLC
INCREASED18,30017,661+639+4%$875.1K$905.1K+$30.0K2026-11-06
Barnes Wealth Management Group, Inc
INCREASED18,26511,718+6,547+56%$580.6K$903.4K+$322.8K2026-11-09
Howard Financial Services, Ltd.
NEW18,224—+18,224——$901.3K—2026-10-15
Founders Financial Securities LLC
DECREASED18,12421,240-3,116-15%$1.1M$896.4K-$156.0K2026-10-28
Friedenthal Financial
DECREASED18,12219,074-952-5%$945.1K$896.3K-$48.8K2026-10-27
Rossby Financial, LCC
INCREASED17,8755,712+12,163+213%$283.0K$884.1K+$601.1K2026-11-05
Richardson Capital Management LLC
DECREASED17,72221,994-4,272-19%$1.1M$876.5K-$213.3K2026-10-23
US Bancorp \de\
DECREASED17,68519,573-1,888-10%$969.8K$874.7K-$95.1K2026-11-05
Tempus Wealth Planning, LLC
INCREASED17,45316,653+800+5%$825.2K$863.2K+$38.1K2026-10-14
Condor Capital Management
INCREASED17,38715,974+1,413+9%$791.5K$860.0K+$68.4K2026-11-06
Kathmere Capital Management, LLC
INCREASED17,21817,208+10+0%$852.7K$851.6K-$1.1K2026-10-20
Focus Financial Network, Inc.
INCREASED17,0556,439+10,616+165%$320.1K$844.7K+$524.6K2026-10-14
Merit Financial Group, LLC
INCREASED16,7635,558+11,205+202%$275.4K$829.1K+$553.7K2026-11-06
Visionary Horizons, LLC
NEW16,693—+16,693——$825.7K—2026-10-22
Prime Capital Investment Advisors, LLC
NEW16,464—+16,464——$814.3K—2026-10-20
Mills Wealth Advisors LLC
INCREASED16,45115,625+826+5%$774.2K$813.7K+$39.4K2026-10-22
Worth Asset Management, LLC
INCREASED16,09015,998+92+1%$792.7K$795.8K+$3.1K2026-10-07
Global Trust Asset Management, LLC
INCREASED15,44010,365+5,075+49%$513.6K$763.7K+$250.1K2026-10-19
StoneX Group Inc.
INCREASED15,1637,750+7,413+96%$384.3K$751.3K+$367.0K2026-11-03
McAdam, LLC
DECREASED14,90816,930-2,022-12%$838.9K$737.4K-$101.5K2026-10-21
WealthBridge Capital Management, LLC
NEW14,634—+14,634——$723.8K—2026-10-16
Prospect Financial Group LLC
INCREASED14,23312,479+1,754+14%$618.3K$704.0K+$85.6K2026-11-05
Choreo, LLC
DECREASED14,23126,545-12,314-46%$1.3M$706.3K-$613.4K2026-10-28
Cedar Point Capital Partners, LLC
INCREASED14,12713,145+982+7%$651.3K$698.7K+$47.4K2026-10-29
WealthPlan Investment Management, LLC
DECREASED14,01916,607-2,588-16%$822.9K$693.4K-$129.5K2026-10-15
Koshinski Asset Management, Inc.
DECREASED13,87914,609-730-5%$723.9K$686.4K-$37.5K2026-10-29
Register Financial Advisors LLC
INCREASED13,87613,826+50+0%$685.1K$686.3K+$1.2K2026-10-23
VestGen Advisors, LLC
NEW13,766—+13,766——$680.9K—2026-10-27
PKS Advisory Services, LLC
UNCHANGED13,71913,71900%$679.8K$679.8K$02026-10-26
Cottage Street Advisors LLC
INCREASED13,5876,539+7,048+108%$324.0K$672.0K+$348.0K2026-10-19
Trilogy Capital Inc.
DECREASED13,31220,524-7,212-35%$1.0M$658.4K-$358.6K2026-10-20
Nuveen, LLC
NEW12,492—+12,492——$619.7K—2026-11-10
Summit Global Investments
DECREASED12,33813,239-901-7%$656.0K$610-$655.4K2026-10-28
AlphaCore Capital LLC
INCREASED11,95911,951+8+0%$594.2K$593.5K-$6302026-11-04
BankPlus Wealth Management LLC
DECREASED11,95616,776-4,820-29%$831.3K$591.4K-$239.9K2026-10-13
Blueprint Investment Partners LLC
DECREASED11,90828,226-16,318-58%$1.4M$589.0K-$809.6K2026-10-28
Blueprint Financial Advisors LLC
DECREASED11,90828,226-16,318-58%$1.4M$589.0K-$809.6K2026-10-28
Jones Kertz & Associates, Inc.
INCREASED11,8469,871+1,975+20%$489.1K$585.9K+$96.8K2026-10-28
Nautilus Advisors LLC
INCREASED11,80411,728+76+1%$581.6K$583.8K+$2.2K2026-10-07
Scott Capital Advisors, LLC
DECREASED11,74912,004-255-2%$594.8K$581.7K-$13.1K2026-10-13
CoreCap Advisors, LLC
INCREASED10,8458,993+1,852+21%$445.6K$536.4K+$90.8K2026-10-08
Navigation Wealth Management, Inc.
INCREASED10,74210,536+206+2%$522.1K$532.2K+$10.1K2026-11-03
SouthState Bank Corp
DECREASED10,67712,082-1,405-12%$598.7K$528.1K-$70.6K2026-11-09
Next Level Private LLC
NEW10,573—+10,573——$522.9K—2026-10-20
R2 Capital Strategies, LLC
INCREASED10,51210,312+200+2%$511.0K$519.9K+$8.9K2026-10-15
Advisortrust Partners, LLC
NEW10,001—+10,001——$494.6K—2026-11-02
Everhart Financial Group, Inc.
DECREASED9,84310,667-824-8%$528.6K$486.8K-$41.7K2026-10-08
Avior Wealth Management, LLC
UNCHANGED9,8269,82600%$486.9K$486.0K-$8842026-10-13
Integrated Advisors Network LLC
DECREASED9,67610,306-630-6%$510.7K$478.6K-$32.1K2026-10-20
Legacy Capital Wealth Partners, LLC
INCREASED9,2738,110+1,163+14%$401.9K$458.6K+$56.8K2026-10-21
Strategic Planning Group, LLC
INCREASED9,2094,850+4,359+90%$240.3K$455.5K+$215.2K2026-10-22
Provenance Wealth Advisors, LLC
NEW9,115—+9,115——$450.8K—2026-10-30
Redwood Financial Network Corp
NEW9,084—+9,084——$449.3K—2026-11-03
UMB Bank, n.a.
NEW9,013—+9,013——$445.8K—2026-11-06
Madden Securities Corp
INCREASED8,9905,000+3,990+80%$247.8K$444.6K+$196.9K2026-10-27
Elmwood Wealth Management, Inc.
DECREASED8,7568,836-80-1%$437.8K$433.1K-$4.8K2026-10-14
Mccarter Private Wealth Services LLC
INCREASED8,4866,980+1,506+22%$345.9K$419.7K+$73.9K2026-10-22
Team Financial Group, LLC
DECREASED8,40910,458-2,049-20%$518.2K$415.9K-$102.3K2026-10-30
Forum Financial Management, LP
INCREASED8,2938,208+85+1%$406.7K$410.2K+$3.5K2026-10-16
Golden State Wealth Management, LLC
INCREASED7,9514,330+3,621+84%$214.6K$393.3K+$178.7K2026-11-02
Tenet Wealth Partners, LLC
INCREASED7,9124,608+3,304+72%$228.8K$391.3K+$162.5K2026-10-19
Nfsg Corp
INCREASED7,8607,140+720+10%$353.8K$388.8K+$35.0K2026-10-15
MTM Investment Management, LLC
INCREASED7,775275+7,500+2727%$13.6K$384.6K+$370.9K2026-10-30
Norden Group LLC
DECREASED7,77117,171-9,400-55%$850.8K$384.3K-$466.5K2026-10-20
Park Avenue Securities LLC
INCREASED7,7677,107+660+9%$352.0K$384-$351.6K2026-10-26
KWB Wealth
DECREASED7,7117,766-55-1%$384.8K$381.4K-$3.4K2026-10-16
Beaumont Financial Advisors, LLC
INCREASED7,6376,027+1,610+27%$298.6K$377.7K+$79.1K2026-10-22
Richmond Investment Services, LLC
INCREASED7,5895,498+2,091+38%$272.4K$375.4K+$103.0K2026-10-29
HighPoint Advisor Group LLC
INCREASED7,2276,645+582+9%$329.3K$357.4K+$28.2K2026-11-09
Bank of New York Mellon Corp
DECREASED7,0907,702-612-8%$381.6K$350.7K-$31.0K2026-11-05
Guidance Capital, Inc
DECREASED6,92915,200-8,271-54%$754.2K$342.8K-$411.5K2026-11-03
Money Concepts Capital Corp
DECREASED6,7266,906-180-3%$342.2K$332.7K-$9.5K2026-11-06
Cyr Financial Inc.
INCREASED6,5856,525+60+1%$323.3K$325.7K+$2.4K2026-10-16
Wallace Hart LLC
NEW6,579—+6,579——$325.4K—2026-11-09
MCF Advisors LLC
INCREASED6,5716,533+38+1%$323.8K$325.1K+$1.3K2026-10-28
Patriot Financial Group Insurance Agency, LLC
INCREASED6,4446,043+401+7%$299.4K$318.7K+$19.3K2026-10-14
Cooper Capital Advisors LLC
UNCHANGED6,4096,40900%$317.6K$317.0K-$5772026-10-29
PCG Asset Management, LLC
NEW6,400—+6,400——$317.6K—2026-11-05
1900 Wealth Management LLC
INCREASED6,2136,149+64+1%$304.7K$307.3K+$2.6K2026-10-13
Comprehensive Financial Consultants Institutional, Inc.
DECREASED6,1606,220-60-1%$308.2K$304.7K-$3.5K2026-10-15
Retirement Planning Group, LLC
DECREASED6,0808,147-2,067-25%$403.7K$300.7K-$103.0K2026-10-19
Mann Financial Group, Inc.
UNCHANGED6,0006,00000%$297.3K$296.8K-$5402026-10-15
Howard Wealth Management, LLC
INCREASED5,9655,793+172+3%$287.0K$295.1K+$8.0K2026-10-28
Intrua Financial, LLC
NEW5,964—+5,964——$295.0K—2026-10-28
Founders Financial Alliance, LLC
INCREASED5,9625,879+83+1%$291.3K$294.9K+$3.6K2026-11-10
Cadent Capital Advisors, LLC
NEW5,917—+5,917——$292.7K—2026-10-09
Bluedoor Private Wealth, LLC
UNCHANGED5,8605,86000%$290.4K$289.8K-$5272026-11-05
Cullen T Bankers, Inc.
DECREASED5,8416,063-222-4%$300.4K$288.9K-$11.5K2026-10-28
Spinnaker Investment Group, LLC
INCREASED5,7095,598+111+2%$277.4K$282.4K+$5.0K2026-10-13
Indivisible Partners
NEW5,705—+5,705——$282.2K—2026-10-26
MFA Wealth Advisors, LLC
INCREASED5,6585,624+34+1%$278.7K$279.8K+$1.2K2026-10-07
Milestone Asset Management, LLC
DECREASED5,6556,745-1,090-16%$334.2K$279.7K-$54.5K2026-10-15
MidAtlantic Capital Management, Inc.
NEW5,520—+5,520——$273.0K—2026-11-05
Armor Investment Advisors, LLC
UNCHANGED5,4495,44900%$270.0K$269.5K-$4902026-10-27
Wavvest Wealth LLC
NEW5,435—+5,435——$268.8K—2026-10-21
Harmony Asset Management LLC
DECREASED5,4205,561-141-3%$275.5K$268.1K-$7.5K2026-10-20
Roman Butler Fullerton & Co
UNCHANGED5,2315,23100%$259.5K$259.3K-$1572026-10-27
Drive Wealth Management, LLC
NEW4,837—+4,837——$240.1K—2026-11-09
Advisor Resource Council
NEW4,768—+4,768——$235.9K—2026-11-05
Diversified Trust Co
NEW4,635—+4,635——$229.2K—2026-11-06
Buck Wealth Strategies, LLC
DECREASED4,6195,003-384-8%$247.9K$228.4K-$19.4K2026-10-28
PVG Asset Management Corp
DECREASED4,5865,573-987-18%$276.1K$226.8K-$49.3K2026-10-19
Trust Co of Toledo NA
DECREASED4,3154,351-36-1%$215.6K$213.4K-$2.2K2026-10-16
Legacy Wealth Partners, LLC
NEW4,272—+4,272——$211.3K—2026-10-15
Ted Buchan & Co
INCREASED4,2274,103+124+3%$203.3K$209.1K+$5.8K2026-10-23
TD Waterhouse Canada Inc.
DECREASED4,20611,776-7,570-64%$584.2K$208.5K-$375.7K2026-10-16
Novem Group
DECREASED4,1454,285-140-3%$212.3K$205.0K-$7.3K2026-10-19
Bank of Montreal
UNCHANGED3,4553,45500%$171.2K$170.9K-$3112026-11-09
Owl Creek Wealth Partners LLC
INCREASED1,8601,841+19+1%$91.2K$92.0K+$7812026-10-20
Smithfield Trust Co
NEW1,804—+1,804——$89—2026-11-09
Parkside Financial Bank & Trust
INCREASED1,6661,612+54+3%$79.9K$82.4K+$2.5K2026-10-27
Silver Grove Financial Group, Inc.
INCREASED1,3071,293+14+1%$64.1K$64.6K+$5482026-11-05
NBH Bank
UNCHANGED1,0791,07900%$53.5K$53.4K-$972026-11-05
Pinnacle Bancorp, Inc.
UNCHANGED81881800%$40.5K$40.5K-$742026-10-21
CX Institutional
UNCHANGED70070000%$35$35$02026-10-02
Tidemark, LLC
DECREASED642746-104-14%$37.0K$31.8K-$5.2K2026-11-09
Jacobi Capital Management LLC
NEW400—+400——$19.8K—2026-11-05
Nemes Rush Group LLC
UNCHANGED38438400%$19.0K$19.0K-$342026-11-04
Allworth Financial LP
UNCHANGED36436400%$18.0K$18.0K$02026-11-06
Strengthening Families & Communities, LLC
INCREASED334332+2+1%$16.5K$16.5K+$812026-10-21
Lodestone Wealth Management LLC
UNCHANGED31731700%$15.7K$15.7K-$282026-10-14
Versant Capital Management, Inc
UNCHANGED31131100%$15.4K$15.4K-$282026-10-02
Birchbrook, Inc.
UNCHANGED30230200%$15.0K$14.9K-$282026-10-14
Caldwell Trust Co
UNCHANGED30030000%$14.9K$14.8K-$272026-10-30
Central Trust Co
INCREASED292272+20+7%$13.5K$14.4K+$9652026-11-05
PFS Partners, LLC
UNCHANGED26026000%$12.9K$12.9K-$232026-10-21
Richards, Merrill & Peterson, Inc.
DECREASED250450-200-44%$22.3K$12.4K-$9.9K2026-10-19
Triumph Capital Management
UNCHANGED25025000%$12.4K$12.4K-$232026-10-14
Lanark Financial, Inc.
INCREASED200100+100+100%$5.0K$9.9K+$4.9K2026-10-26
Independence Bank of Kentucky
NEW196—+196——$9.7K—2026-10-26
Plante Moran Financial Advisors, LLC
NEW186—+186——$9.2K—2026-11-04
Planning Strategies Inc.
UNCHANGED17917900%$8.9K$8.9K-$162026-10-02
Hughes Financial Services, LLC
NEW153—+153——$7.6K—2026-10-30
Mainstream Capital Management LLC
NEW126—+126——$6.2K—2026-10-23
Coston, McIsaac & Partners
UNCHANGED11211200%$5$5.5K+$5.5K2026-11-06
Archer Investment Corp
NEW88—+88——$4.4K—2026-11-05
Princeton Global Asset Management LLC
UNCHANGED858500%$4.2K$4.2K-$82026-10-21
Creative Capital Management Investments LLC
NEW79—+79——$3.9K—2026-10-28
Pinnacle Wealth Planning Services, Inc.
DECREASED60160-100-62%$7.9K$3.0K-$5.0K2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED57112-55-49%$5.5K$2.8K-$2.7K2026-10-14
Caldwell Sutter Capital, Inc.
UNCHANGED434300%$2.1K$2.1K-$42026-11-09
First Command Advisory Services, Inc.
NEW21—+21——$1.0K—2026-11-05
Kingdom Financial Group Llc.
DECREASED20668-648-97%$33.1K$989-$32.1K2026-11-04
Center for Financial Planning, Inc.
NEW17—+17——$840—2026-10-26
Parallel Advisors, LLC
DECREASED716-9-56%$814$346-$4682026-11-03
Cherry Tree Wealth Management, LLC
DECREASED1163-162-99%$8.1K$30-$8.0K2026-10-15
Vise Technologies, Inc.
CLOSED060,973-60,973-100%$3.0M$0-$3.0M2026-10-29
Root Financial Partners, LLC
CLOSED060,972-60,972-100%$3.0M$0-$3.0M2026-10-21
Bryant Woods Investment Advisors, LLC
CLOSED025,275-25,275-100%$1.3M$0-$1.3M2026-10-26
Scarborough Advisors, LLC
CLOSED013,386-13,386-100%$664.5K$0-$664.5K2026-10-16
Fisher Asset Management, LLC
CLOSED010,927-10,927-100%$541.5K$0-$541.5K2026-11-06
China Universal Asset Management Co., Ltd.
CLOSED010,000-10,000-100%$497.0K$0-$497.0K2026-10-28
Focused Wealth Management, Inc
CLOSED09,405-9,405-100%$466.0K$0-$466.0K2026-10-30
MGO One Seven LLC
CLOSED07,609-7,609-100%$377.0K$0-$377.0K2026-10-28
Trust Co of Oklahoma
CLOSED06,227-6,227-100%$308.5K$0-$308.5K2026-10-15
RFG Advisory, LLC
CLOSED05,298-5,298-100%$262.5K$0-$262.5K2026-11-03
Lineweaver Wealth Advisors, LLC
CLOSED04,767-4,767-100%$236.2K$0-$236.2K2026-10-13
Tectonic Advisors LLC
CLOSED04,171-4,171-100%$206.7K$0-$206.7K2026-10-22
Bessemer Group Inc
CLOSED03,407-3,407-100%$169.0K$0-$169.0K2026-11-09
AdvisorNet Financial, Inc
CLOSED03,236-3,236-100%$160.3K$0-$160.3K2026-10-15
Obsidian CIO, LLC
CLOSED02,058-2,058-100%$102.0K$0-$102.0K2026-11-05
Hara Capital LLC
CLOSED0734-734-100%$36.5K$0-$36.5K2026-10-30
Evolution Wealth Management Inc.
CLOSED0461-461-100%$22.8K$0-$22.8K2026-10-28
Pension & Wealth Management Advisors, Inc.
CLOSED0416-416-100%$20.7K$0-$20.7K2026-10-16
Oakworth Capital, Inc.
CLOSED0132-132-100%$6.5K$0-$6.5K2026-10-26
Robinswood Financial LLC
CLOSED0111-111-100%$5.5K$0-$5.5K2026-10-20
Gilpin Wealth Management, LLC
CLOSED096-96-100%$4.8K$0-$4.8K2026-10-09
Kozak & Associates, Inc.
CLOSED01-1-100%$33$0-$332026-10-29
Prairie Wealth Advisors, Inc.
UNCHANGED000—$1.9M$10.9M+$9.0M2026-10-29
JPMorgan Chase & Co
N/A—50,644,264-50,644,264-100%$2.5B———
Prudential Financial Inc
N/A—27,206,439-27,206,439-100%$1.3B———
Morgan Stanley
N/A—18,679,985-18,679,985-100%$925.6M———
Bank of America Corp
N/A—12,137,761-12,137,761-100%$601.4M———
Wells Fargo & Company
N/A—8,853,495-8,853,495-100%$438.7M———
Cetera Investment Advisers
N/A—5,839,077-5,839,077-100%$289.3M———
Raymond James Financial Inc
N/A—5,365,982-5,365,982-100%$265.9M———
UBS Group AG
N/A—4,498,032-4,498,032-100%$222.9M———
Kensington Asset Management, LLC
N/A—4,407,675-4,407,675-100%$218.4M———
Jones Financial Companies Lllp
N/A—4,147,919-4,147,919-100%$206.2M———
Charles Schwab Investment Management Inc
N/A—4,048,209-4,048,209-100%$200.6M———
Royal Bank of Canada
N/A—2,605,664-2,605,664-100%$129.1M———
Ameriprise Financial Inc
N/A—2,178,894-2,178,894-100%$107.9M———
NewEdge Advisors, LLC
N/A—2,049,668-2,049,668-100%$101.6M———
Osaic Holdings, Inc.
N/A—1,966,178-1,966,178-100%$97.4M———
Stifel Financial Corp
N/A—1,801,048-1,801,048-100%$89.2M———
MAI Capital Management
N/A—1,443,174-1,443,174-100%$71.5M———
Northwestern Mutual Wealth Management Co
N/A—1,230,140-1,230,140-100%$61.0M———
MML Investors Services, LLC
N/A—1,113,486-1,113,486-100%$55.2M———
Envestnet Asset Management Inc
N/A—1,030,413-1,030,413-100%$51.1M———
Crewe Advisors LLC
N/A—847,303-847,303-100%$42.0M———
Ameritas Advisory Services, LLC
N/A—769,363-769,363-100%$38.1M———
Peak Planning Group, LLC
N/A—749,150-749,150-100%$37.1M———
Baird Financial Group, Inc.
N/A—731,005-731,005-100%$36.2M———
Pine Harbor Wealth Management, LLC
N/A—722,615-722,615-100%$35.8M———
Vickerman Investment Advisors, Inc.
N/A—672,130-672,130-100%$33.3M———
AMJ Financial Wealth Management
N/A—662,171-662,171-100%$32.8M———
Janney Montgomery Scott LLC
N/A—656,857-656,857-100%$32.5M———
Private Advisor Group, LLC
N/A—592,404-592,404-100%$29.4M———
Moneta Group Investment Advisors LLC
N/A—543,289-543,289-100%$26.9M———
EP Wealth Advisors, LLC
N/A—522,161-522,161-100%$25.9M———
IHT Wealth Management, LLC
N/A—521,161-521,161-100%$25.8M———
Equitable Holdings, Inc.
N/A—515,220-515,220-100%$25.5M———
Rockefeller Capital Management L.P.
N/A—497,420-497,420-100%$24.6M———
&partners
N/A—486,353-486,353-100%$24.2M———
United Capital Financial Advisors, LLC
N/A—423,725-423,725-100%$21.0M———
TD Capital Management LLC
N/A—362,454-362,454-100%$18.0M———
Stratos Wealth Partners, Ltd.
N/A—341,821-341,821-100%$16.9M———
Sand Hill Global Advisors, LLC
N/A—310,228-310,228-100%$15.4M———
1 North Wealth Services LLC
N/A—282,255-282,255-100%$14.0M———
Fortis Capital Management LLC
N/A—248,952-248,952-100%$12.3M———
Advisory Services Network, LLC
N/A—237,319-237,319-100%$11.8M———
Vertex Planning Partners, LLC
N/A—236,284-236,284-100%$11.7M———
Kingsview Wealth Management, LLC
N/A—232,306-232,306-100%$11.5M———
Global Retirement Partners, LLC
N/A—225,399-225,399-100%$11.2M———
NewEdge Wealth, LLC
N/A—212,523-212,523-100%$10.5M———
Benjamin Edwards Inc
N/A—204,983-204,983-100%$10.2M———
BlueStem Wealth Partners, LLC
N/A—180,686-180,686-100%$9.0M———
Kovack Advisors, Inc.
N/A—172,044-172,044-100%$8.5M———
SAM Advisors, LLC
N/A—168,199-168,199-100%$8.3M———
Capital Analysts, LLC
N/A—144,762-144,762-100%$7.2M———
Natixis Advisors, LLC
N/A—138,371-138,371-100%$6.9M———
Sanctuary Advisors, LLC
N/A—135,105-135,105-100%$6.7M———
Fiduciary Financial Advisors
N/A—129,971-129,971-100%$6.4M———
Mayflower Financial Advisors, LLC
N/A—115,472-115,472-100%$5.7M———
Navis Wealth Advisors, LLC
N/A—112,753-112,753-100%$5.6M———
Arax Advisory Partners
N/A—106,657-106,657-100%$5.3M———
Syon Capital LLC
N/A—98,147-98,147-100%$4.9M———
Alongside, LLC
N/A—97,456-97,456-100%$4.8M———
49 Wealth Management, LLC
N/A—97,456-97,456-100%$4.8M———
Integrated Wealth Concepts LLC
N/A—95,645-95,645-100%$4.7M———
Gateway Wealth Partners, LLC
N/A—88,571-88,571-100%$4.4M———
Mutual Advisors, LLC
N/A—87,237-87,237-100%$4.3M———
Gotham Asset Management, LLC
N/A—85,852-85,852-100%$4.3M———
Byrne Financial Freedom, LLC
N/A—85,016-85,016-100%$4.2M———
Cofg Advisors, LLC
N/A—83,742-83,742-100%$4.1M———
Owen LaRue, LLC
N/A—80,723-80,723-100%$4.0M———
Pacific Financial Group Inc
N/A—74,275-74,275-100%$3.7M———
Steward Partners Investment Advisory, LLC
N/A—73,809-73,809-100%$3.7M———
Marshall Financial Group, LLC
N/A—73,381-73,381-100%$3.6M———
Kintra Wealth, LLC
N/A—73,060-73,060-100%$3.6M———
SageView Advisory Group, LLC
N/A—67,137-67,137-100%$3.3M———
IFS Group,LLC
N/A—61,140-61,140-100%$3.0M———
Norris Financial Group, LLC
N/A—60,377-60,377-100%$3.0M———
Ellenbecker Investment Group
N/A—56,449-56,449-100%$2.8M———
CIBC Bancorp USA Inc.
N/A—56,347-56,347-100%$2.8M———
BNP Paribas Financial Markets
N/A—54,612-54,612-100%$2.7M———
Vestmark Advisory Solutions, Inc.
N/A—52,054-52,054-100%$2.6M———
Transamerica Financial Advisors, LLC
N/A—51,303-51,303-100%$2.5M———
PCG Wealth Advisors, LLC
N/A—48,257-48,257-100%$2.4M———
Fiduciary Trust Co
N/A—47,050-47,050-100%$2.3M———
Summit Financial, LLC
N/A—46,610-46,610-100%$2.3M———
World Investment Advisors
N/A—43,235-43,235-100%$2.1M———
Evergreen Wealth Partners LLC
N/A—42,363-42,363-100%$2.1M———
Tripletail Wealth Management, LLC
N/A—42,019-42,019-100%$2.1M———
Betterment LLC
N/A—41,823-41,823-100%$2.1M———
WCG Wealth Advisors LLC
N/A—41,665-41,665-100%$2.1M———
Sargent Investment Group, LLC
N/A—37,300-37,300-100%$1.8M———
OneDigital Investment Advisors LLC
N/A—37,104-37,104-100%$1.8M———
Smartleaf Asset Management LLC
N/A—36,647-36,647-100%$1.8M———
Cerity Partners LLC
N/A—36,229-36,229-100%$1.8M———
Beckerman Institutional, LLC
N/A—34,314-34,314-100%$1.7M———
Waverly Advisors, LLC
N/A—33,629-33,629-100%$1.7M———
Savvy Advisors, Inc.
N/A—31,155-31,155-100%$1.5M———
Gladstone Institutional Advisory LLC
N/A—29,152-29,152-100%$1.4M———
Mariner, LLC
N/A—28,185-28,185-100%$1.4M———
Camarda Financial Advisors, LLC
N/A—27,591-27,591-100%$1.4M———
Modern Wealth Management, LLC
N/A—27,569-27,569-100%$1.4M———
Main Street Financial Solutions, LLC
N/A—24,401-24,401-100%$1.2M———
Focus Partners Wealth
N/A—23,727-23,727-100%$1.2M———
Arkadios Wealth Advisors
N/A—23,528-23,528-100%$1.2M———
Cresset Asset Management, LLC
N/A—23,457-23,457-100%$1.2M———
Bravera Wealth
N/A—23,368-23,368-100%$1.2M———
Mpwm Advisory Solutions, LLC
N/A—22,642-22,642-100%$1.1M———
Horizon Investments, LLC
N/A—21,240-21,240-100%$1.0M———
O'shaughnessy Asset Management, LLC
N/A—21,000-21,000-100%$1.0M———
Susquehanna International Group, LLP
N/A—17,804-17,804-100%$882.2K———
Everest Private Wealth
N/A—17,349-17,349-100%$859.7K———
BFC Planning, Inc.
N/A—17,332-17,332-100%$858.8K———
Essex Financial Services, Inc.
N/A—17,095-17,095-100%$847.1K———
Regal Investment Advisors LLC
N/A—15,296-15,296-100%$757.9K———
Principal Securities, Inc.
N/A—15,009-15,009-100%$743.7K———
Advisors Asset Management, Inc.
N/A—14,732-14,732-100%$730.0K———
Quantinno Capital Management LP
N/A—13,038-13,038-100%$646.0K———
GTS Securities LLC
N/A—12,600-12,600-100%$624.3K———
JT Stratford LLC
N/A—12,597-12,597-100%$624.2K———
HRT Financial LP
N/A—12,393-12,393-100%$614.0K———
Financial Engines Advisors L.L.C.
N/A—12,193-12,193-100%$604.2K———
Keystone Financial Group
N/A—12,155-12,155-100%$602.3K———
Riverstone Advisors, LLC
N/A—11,166-11,166-100%$553.3K———
Bouchey Financial Group, Ltd.
N/A—10,882-10,882-100%$540.2K———
Medallion Wealth Advisors, LLC
N/A—10,191-10,191-100%$505.0K———
Hilltop Wealth Advisors, LLC
N/A—10,078-10,078-100%$499.4K———
Scotia Capital Inc.
N/A—9,812-9,812-100%$486.2K———
Rehmann Capital Advisory Group
N/A—9,679-9,679-100%$479.6K———
J. M. Brown & Associates Inc.
N/A—9,550-9,550-100%$473.2K———
Beacon Pointe Advisors, LLC
N/A—9,542-9,542-100%$472.8K———
Foundations Investment Advisors, LLC
N/A—9,476-9,476-100%$469.5K———
Sound View Wealth Advisors Group, LLC
N/A—9,200-9,200-100%$455.9K———
Perspective Wealth Advisors LLC
N/A—8,413-8,413-100%$416.9K———
Applied Capital LLC
N/A—7,954-7,954-100%$394.1K———
Per Stirling Capital Management, Llc.
N/A—7,902-7,902-100%$391.5K———
Aptus Capital Advisors, LLC
N/A—7,901-7,901-100%$392.3K———
Pinnacle Financial Partners, Inc.
N/A—7,670-7,670-100%$380.0K———
Integrated Investment Consultants, LLC
N/A—6,990-6,990-100%$346.4K———
Legacy Wealth Managment, LLC
N/A—6,726-6,726-100%$333.3K———
Garden State Investment Advisory Services LLC
N/A—6,622-6,622-100%$328.9K———
Centaurus Financial, Inc.
N/A—6,456-6,456-100%$320.0K———
Perennial Investment Advisors, LLC
N/A—5,638-5,638-100%$279.4K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—5,601-5,601-100%$277.5K———
Two Sigma Securities, LLC
N/A—5,546-5,546-100%$274.8K———
Mercer Global Advisors Inc
N/A—5,503-5,503-100%$272.7K———
WNY Asset Management, LLC
N/A—5,320-5,320-100%$263.6K———
Stratos Investment Management, LLC
N/A—5,106-5,106-100%$253.0K———
Peapack Gladstone Financial Corp
N/A—5,101-5,101-100%$253.0K———
PFG Investments, LLC
N/A—5,011-5,011-100%$248.3K———
Hilltop Partners LLC
N/A—4,963-4,963-100%$245.9K———
Madison Wealth Partners, Inc
N/A—4,866-4,866-100%$241.1K———
Adapt Wealth Advisors, LLC
N/A—4,124-4,124-100%$204.3K———
Dunhill Financial, LLC
N/A—2,578-2,578-100%$127.7K———
AE Wealth Management LLC
N/A—2,363-2,363-100%$117.1K———
Elequin Capital, LP
N/A—2,300-2,300-100%$114.0K———
Aventura Private Wealth, LLC
N/A—1,465-1,465-100%$72.6K———
Mcguire Capital Advisors Inc
N/A—1,131-1,131-100%$56.0K———
Top Private Wealth Llc.
N/A—970-970-100%$48.1K———
Strategic Wealth Partners, Ltd.
N/A—915-915-100%$45.3K———
Anchor Investment Management, LLC
N/A—751-751-100%$37.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—515-515-100%$25.5K———
Mark Sheptoff Financial Planning, LLC
N/A—505-505-100%$25.0K———
Huntington National Bank
N/A—310-310-100%$15.4K———
Ameriflex Group, Inc.
N/A—300-300-100%$14.9K———
Bogart Wealth, LLC
N/A—237-237-100%$11.7K———
Copia Wealth Management
N/A—188-188-100%$9.3K———
CVA Family Office, LLC
N/A—184-184-100%$9.1K———
New England Asset Management Inc
N/A—100-100-100%$5.0K———
Millstone Evans Group, LLC
N/A—51-51-100%$2.5K———
Rothschild Investment LLC
N/A—19-19-100%$941———
Colonial Trust Co / SC
N/A—1-1-100%$65———
Showing 521 of 521 institutions