IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

PCR US SM CP CSH CWS ETF-Usd (CALF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares3,176,469 from 3,165,036
Change+11,433 (+0%)
Value$169.2M (+$9.1M)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares483,414 from 575,184
Change-91,770 (-16%)
Value$25.8K (-$29.1M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares432,472 from 499,215
Change-66,743 (-13%)
Value$23.0M (-$2.2M)
Filed 2026-11-02
D.A. Davidson & Co.
INCREASED
Shares411,113 from 399,878
Change+11,235 (+3%)
Value$21.9M (+$1.7M)
Filed 2026-10-28
Kestra Advisory Services, LLC
INCREASED
Shares314,296 from 306,185
Change+8,111 (+3%)
Value$16.7M (+$1.2M)
Filed 2026-11-02
Cornerstone Wealth Management, LLC
INCREASED
Shares279,099 from 259,602
Change+19,497 (+8%)
Value$14.9M (+$1.7M)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares255,823 from 255,062
Change+761 (+0%)
Value$14.0M (+$806.9K)
Filed 2026-10-13
Merit Financial Group, LLC
INCREASED
Shares230,443 from 10,938
Change+219,505 (+2007%)
Value$12.3M (+$11.7M)
Filed 2026-11-06
Fearless Solutions, LLC dba Best Invest
INCREASED
Shares226,244 from 224,379
Change+1,865 (+1%)
Value$12.1M (+$698.4K)
Filed 2026-10-14
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
DECREASED
Shares205,020 from 208,090
Change-3,070 (-1%)
Value$10.9M (+$392.0K)
Filed 2026-10-15
Procyon Advisors, LLC
DECREASED
Shares187,674 from 225,085
Change-37,411 (-17%)
Value$10.0M (-$1.4M)
Filed 2026-10-21
Long Island Wealth Management, Inc.
INCREASED
Shares173,267 from 173,149
Change+118 (+0%)
Value$9.2M (+$468.6K)
Filed 2026-10-20
Howard Financial Services, Ltd.
DECREASED
Shares166,236 from 170,174
Change-3,938 (-2%)
Value$8.9M (+$244.5K)
Filed 2026-10-15
BIP Wealth, LLC
NEW
Shares114,068
Change+114,068
Value$6.1M
Filed 2026-10-22
Independent Financial Group, LLC
INCREASED
Shares99,334 from 79,954
Change+19,380 (+24%)
Value$5.3M (+$1.2M)
Filed 2026-10-13
Oppenheimer & Co Inc
DECREASED
Shares94,509 from 97,336
Change-2,827 (-3%)
Value$5.0M (+$109.3K)
Filed 2026-10-26
Clarus Wealth Advisors
DECREASED
Shares91,588 from 99,159
Change-7,571 (-8%)
Value$5.0M (-$75.7K)
Filed 2026-10-13
Kestra Private Wealth Services, LLC
DECREASED
Shares89,146 from 95,787
Change-6,641 (-7%)
Value$4.7M (-$98.1K)
Filed 2026-11-06
Wealthcare Advisory Partners LLC
INCREASED
Shares82,301 from 81,573
Change+728 (+1%)
Value$4.4M (+$256.6K)
Filed 2026-10-21
Pacific Wealth Strategies Group, Inc.
INCREASED
Shares82,123 from 78,017
Change+4,106 (+5%)
Value$4.4M (+$427.1K)
Filed 2026-11-02
Premier Path Wealth Partners, LLC
INCREASED
Shares80,248 from 58,521
Change+21,727 (+37%)
Value$4.3M (+$1.3M)
Filed 2026-10-16
AlphaCore Capital LLC
INCREASED
Shares73,971 from 38,523
Change+35,448 (+92%)
Value$3.9M (+$2.0M)
Filed 2026-11-04
J.W. Cole Advisors, Inc.
DECREASED
Shares71,261 from 72,339
Change-1,078 (-1%)
Value$3.8M (+$135.7K)
Filed 2026-11-05
Inlight Wealth Management, LLC
DECREASED
Shares70,274 from 70,365
Change-91 (0%)
Value$3.7M (+$183.0K)
Filed 2026-10-21
Clay Northam Wealth Management, LLC
DECREASED
Shares68,720 from 69,365
Change-645 (-1%)
Value$3.7M (+$150.8K)
Filed 2026-10-13
Verus Capital Partners, LLC
DECREASED
Shares60,022 from 63,394
Change-3,372 (-5%)
Value$3.2M (-$10.4K)
Filed 2026-11-03
Ellis Investment Partners, LLC
INCREASED
Shares59,713 from 57,592
Change+2,121 (+4%)
Value$3.2M (+$266.8K)
Filed 2026-10-21
First Premier Bank
INCREASED
Shares56,641 from 55,444
Change+1,197 (+2%)
Value$3.0K (+$212)
Filed 2026-10-13
Anson Capital, Inc.
DECREASED
Shares53,039 from 60,266
Change-7,227 (-12%)
Value$2.8M (-$224.1K)
Filed 2026-10-23
Plan Group Financial, LLC
INCREASED
Shares51,985 from 19,862
Change+32,123 (+162%)
Value$3.0M (+$2.0M)
Filed 2026-10-22
Prospera Financial Services Inc
DECREASED
Shares50,004 from 52,319
Change-2,315 (-4%)
Value$2.9M (+$277.6K)
Filed 2026-11-04
EverSource Wealth Advisors, LLC
DECREASED
Shares49,241 from 60,332
Change-11,091 (-18%)
Value$2.6M (-$429.8K)
Filed 2026-11-04
BCS Wealth Management
INCREASED
Shares46,936 from 46,047
Change+889 (+2%)
Value$2.5M (+$170.2K)
Filed 2026-11-03
Visionary Wealth Advisors
DECREASED
Shares46,536 from 46,820
Change-284 (-1%)
Value$2.5M (+$109.9K)
Filed 2026-11-04
Fiduciary Financial Group, LLC
DECREASED
Shares46,199 from 46,868
Change-669 (-1%)
Value$2.5M (+$89.5K)
Filed 2026-10-13
Barrett & Company, Inc.
DECREASED
Shares45,795 from 52,292
Change-6,497 (-12%)
Value$2.4M (-$206.6K)
Filed 2026-10-22
American Financial & TAX Strategies Inc
DECREASED
Shares43,812 from 45,115
Change-1,303 (-3%)
Value$2.3M (+$51.0K)
Filed 2026-10-16
Endowment Wealth Management, Inc.
INCREASED
Shares43,275 from 39,268
Change+4,007 (+10%)
Value$2.3M (+$318.3K)
Filed 2026-11-03
Northbridge Financial Group, LLC
DECREASED
Shares41,672 from 42,386
Change-714 (-2%)
Value$2.3M (+$114.3K)
Filed 2026-11-05
Level Four Advisory Services, LLC
INCREASED
Shares37,991 from 36,075
Change+1,916 (+5%)
Value$2.0M (+$198.4K)
Filed 2026-11-06
Bedel Financial Consulting, Inc.
DECREASED
Shares36,147 from 37,345
Change-1,198 (-3%)
Value$1.9M (+$35.9K)
Filed 2026-11-06
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares35,167 from 34,215
Change+952 (+3%)
Value$1.9M (+$142.1K)
Filed 2026-10-16
Claro Advisors Inc.
DECREASED
Shares34,151 from 38,948
Change-4,797 (-12%)
Value$1.8M (-$151.6K)
Filed 2026-11-02
Commerce Advisors, LLC
INCREASED
Shares32,559 from 30,769
Change+1,790 (+6%)
Value$1.7M (+$177.5K)
Filed 2026-10-19
Valmark Advisers, Inc.
INCREASED
Shares32,502 from 31,041
Change+1,461 (+5%)
Value$1.7M (+$160.7K)
Filed 2026-11-06
Firestone Capital Management
DECREASED
Shares31,976 from 32,194
Change-218 (-1%)
Value$1.7M (+$74.3K)
Filed 2026-11-03
Chicago Partners Investment Group LLC
DECREASED
Shares30,986 from 34,492
Change-3,506 (-10%)
Value$1.8M (+$23.9K)
Filed 2026-10-27
Certified Advisory Corp
DECREASED
Shares30,375 from 35,627
Change-5,252 (-15%)
Value$1.6M (-$184.7K)
Filed 2026-10-29
Elevation Point Wealth Partners, LLC
NEW
Shares29,652
Change+29,652
Value$1.6M
Filed 2026-11-05
Lodestone Wealth Management LLC
INCREASED
Shares29,401 from 27,670
Change+1,731 (+6%)
Value$1.6M (+$166.1K)
Filed 2026-10-14
Cushing Capital Partners, LLC
INCREASED
Shares26,902 from 25,898
Change+1,004 (+4%)
Value$1.4M (+$122.6K)
Filed 2026-10-20
Moors & Cabot, Inc.
DECREASED
Shares26,735 from 27,131
Change-396 (-1%)
Value$1.4M (+$51.4K)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
DECREASED
Shares26,268 from 26,430
Change-162 (-1%)
Value$1.4M (+$61.9K)
Filed 2026-10-16
Laurel OAK Wealth Management, LLC
DECREASED
Shares26,121 from 27,002
Change-881 (-3%)
Value$1.4M (+$25.2K)
Filed 2026-10-19
Money Concepts Capital Corp
DECREASED
Shares25,109 from 25,916
Change-807 (-3%)
Value$1.3M (+$26.2K)
Filed 2026-11-06
Evolution Wealth Advisors, LLC
UNCHANGED
Shares24,817 from 24,817
Change0 (0%)
Value$1.3M (+$66.3K)
Filed 2026-11-03
BlueChip Wealth Advisors LLC
INCREASED
Shares23,368 from 16,006
Change+7,362 (+46%)
Value$1.2M (+$435.0K)
Filed 2026-11-03
IFP Advisors, Inc
DECREASED
Shares23,037 from 23,404
Change-367 (-2%)
Value$1.2M (+$42.9K)
Filed 2026-10-16
Blue Trust, Inc.
NEW
Shares22,066
Change+22,066
Value$1.2M
Filed 2026-10-15
Fortune Financial Group, Inc.
INCREASED
Shares21,706 from 21,338
Change+368 (+2%)
Value$1.2M (+$76.6K)
Filed 2026-10-22
Mirae Asset Global Investments Co., Ltd.
NEW
Shares21,000
Change+21,000
Value$1.1M
Filed 2026-11-03
Lake Street Private Wealth, LLC
INCREASED
Shares20,845 from 20,780
Change+65 (+0%)
Value$1.1M (+$58.9K)
Filed 2026-10-22
BNB Wealth Management, LLC
NEW
Shares19,775
Change+19,775
Value$1.1M
Filed 2026-10-28
International Assets Investment Management, LLC
INCREASED
Shares19,768 from 15,880
Change+3,888 (+24%)
Value$1.1M (+$256.0K)
Filed 2026-11-02
Perigon Wealth Management, LLC
DECREASED
Shares19,529 from 19,895
Change-366 (-2%)
Value$1.0M (+$33.6K)
Filed 2026-10-22
Signature Estate & Investment Advisors LLC
INCREASED
Shares19,053 from 18,916
Change+137 (+1%)
Value$1.0M (+$57.8K)
Filed 2026-10-13
Moneywise, Inc.
DECREASED
Shares18,201 from 21,298
Change-3,097 (-15%)
Value$969.7K (-$108.1K)
Filed 2026-10-30
JBR Co Financial Management Inc
DECREASED
Shares18,087 from 18,842
Change-755 (-4%)
Value$923.5K (-$30.1K)
Filed 2026-10-13
Ashton Thomas Private Wealth, LLC
INCREASED
Shares17,854 from 16,356
Change+1,498 (+9%)
Value$951.2K (+$123.5K)
Filed 2026-11-03
KPP Advisory Services LLC
DECREASED
Shares17,841 from 22,793
Change-4,952 (-22%)
Value$950.6K (-$203.0K)
Filed 2026-10-26
Davenport & Co LLC
DECREASED
Shares17,793 from 21,971
Change-4,178 (-19%)
Value$948.0K (-$163.9K)
Filed 2026-10-14
Signature Equity Partners, LLC
DECREASED
Shares16,637 from 18,907
Change-2,270 (-12%)
Value$886.4K (-$70.5K)
Filed 2026-10-29
First Heartland Consultants, Inc.
INCREASED
Shares16,554 from 16,526
Change+28 (+0%)
Value$882.0K (+$45.6K)
Filed 2026-10-08
Global Assets Advisory, LLC
INCREASED
Shares16,549 from 15,989
Change+560 (+4%)
Value$897.8K (+$77.8K)
Filed 2026-10-28
E&G Advisors, LLC
DECREASED
Shares16,268 from 16,295
Change-27 (0%)
Value$866.8K (+$42.1K)
Filed 2026-10-13
Sigma Planning Corp
DECREASED
Shares15,630 from 17,707
Change-2,077 (-12%)
Value$832.8K (-$63.4K)
Filed 2026-10-23
WBI Investments, LLC
INCREASED
Shares15,619 from 15,201
Change+418 (+3%)
Value$832.2K (+$62.9K)
Filed 2026-11-05
Winebrenner Capital Management LLC
DECREASED
Shares15,510 from 17,362
Change-1,852 (-11%)
Value$826.4K (-$52.3K)
Filed 2026-10-07
PFG Advisors
DECREASED
Shares15,301 from 24,703
Change-9,402 (-38%)
Value$815.2K (-$435.0K)
Filed 2026-10-16
Allworth Financial LP
INCREASED
Shares14,299 from 13,364
Change+935 (+7%)
Value$723.7K (+$47.3K)
Filed 2026-11-06
Carter Financial Group, Inc.
DECREASED
Shares14,287 from 14,423
Change-136 (-1%)
Value$761.2K (+$31.3K)
Filed 2026-10-21
City Center Advisors, LLC
DECREASED
Shares14,127 from 15,264
Change-1,137 (-7%)
Value$752.7K (-$19.8K)
Filed 2026-10-08
Sheets Smith Wealth Management
DECREASED
Shares14,070 from 18,447
Change-4,377 (-24%)
Value$749.7K (-$184.0K)
Filed 2026-10-16
Wealth Group Ltd
DECREASED
Shares13,898 from 18,855
Change-4,957 (-26%)
Value$748.4K (-$205.9K)
Filed 2026-10-07
Unified Investment Management
DECREASED
Shares13,164 from 13,305
Change-141 (-1%)
Value$701.4K (+$28.0K)
Filed 2026-10-14
BigSur Wealth Management LLC
UNCHANGED
Shares13,100 from 13,100
Change0 (0%)
Value$698.0K (+$35.0K)
Filed 2026-10-13
Key FInancial Inc
UNCHANGED
Shares12,897 from 12,897
Change0 (0%)
Value$687.2K (+$34.4K)
Filed 2026-11-02
Creative Financial Designs Inc
INCREASED
Shares12,691 from 12,220
Change+471 (+4%)
Value$676.2K (+$57.7K)
Filed 2026-11-04
Hazlett, Burt & Watson, Inc.
INCREASED
Shares12,677 from 12,603
Change+74 (+1%)
Value$679 (-$116.8K)
Filed 2026-11-04
Fifth Third Bancorp
DECREASED
Shares11,776 from 17,582
Change-5,806 (-33%)
Value$627.4K (-$262.4K)
Filed 2026-11-05
Citigroup Inc
INCREASED
Shares11,523 from 5,775
Change+5,748 (+100%)
Value$613.9K (+$321.7K)
Filed 2026-11-04
Integrity Alliance, Llc.
DECREASED
Shares11,493 from 11,983
Change-490 (-4%)
Value$612.3K (+$5.9K)
Filed 2026-10-29
Spectrum Strategic Capital Management, LLC
DECREASED
Shares11,438 from 11,563
Change-125 (-1%)
Value$609.4K (+$24.2K)
Filed 2026-10-22
Truist Financial Corp
DECREASED
Shares11,376 from 13,693
Change-2,317 (-17%)
Value$606.1K (-$86.9K)
Filed 2026-10-30
Nations Financial Group Inc,
DECREASED
Shares11,366 from 126,663
Change-115,297 (-91%)
Value$605.6K (-$5.8M)
Filed 2026-11-05
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares10,449 from 10,011
Change+438 (+4%)
Value$556.7K (+$50.1K)
Filed 2026-10-14
Clear Creek Financial Management, LLC
DECREASED
Shares9,843 from 11,049
Change-1,206 (-11%)
Value$524.4K (-$34.8K)
Filed 2026-10-28
Sloy Dahl & Holst, LLC
DECREASED
Shares9,665 from 10,540
Change-875 (-8%)
Value$515.0K (-$18.5K)
Filed 2026-10-14
Capital Advisors, Ltd. LLC
DECREASED
Shares9,472 from 9,553
Change-81 (-1%)
Value$505 (+$22)
Filed 2026-10-27
Glass Jacobson Investment Advisors llc
DECREASED
Shares9,209 from 9,744
Change-535 (-5%)
Value$490.7K (-$2.5K)
Filed 2026-10-26
Trilogy Capital Inc.
INCREASED
Shares9,162 from 8,946
Change+216 (+2%)
Value$488.2K (+$35.4K)
Filed 2026-10-20
Nautilus Advisors LLC
INCREASED
Shares9,101 from 9,071
Change+30 (+0%)
Value$484.9K (+$15.5K)
Filed 2026-10-07
Econ Financial Services Corp
DECREASED
Shares8,900 from 71,973
Change-63,073 (-88%)
Value$474.2K (-$3.2M)
Filed 2026-10-19
Carnegie Lake Advisors LLC
UNCHANGED
Shares8,872 from 8,872
Change0 (0%)
Value$472.7K (+$23.7K)
Filed 2026-11-06
National Wealth Management Group, LLC
DECREASED
Shares8,703 from 8,764
Change-61 (-1%)
Value$463.7K (+$20.2K)
Filed 2026-10-26
Park Avenue Securities LLC
INCREASED
Shares8,692 from 8,653
Change+39 (+0%)
Value$463 (-$437.5K)
Filed 2026-10-26
Creative Planning
INCREASED
Shares8,410 from 7,878
Change+532 (+7%)
Value$448.1K (+$49.4K)
Filed 2026-11-02
Simon Quick Advisors, LLC
INCREASED
Shares8,397 from 8,369
Change+28 (+0%)
Value$447.4K (+$23.8K)
Filed 2026-10-26
Brookstone Capital Management
INCREASED
Shares8,322 from 7,701
Change+621 (+8%)
Value$443.4K (+$53.6K)
Filed 2026-10-22
StoneX Group Inc.
NEW
Shares8,253
Change+8,253
Value$442.1K
Filed 2026-11-03
Partners Wealth Management, LLC
NEW
Shares8,061
Change+8,061
Value$429.5K
Filed 2026-10-28
Paragon Private Wealth Management, LLC
DECREASED
Shares8,039 from 9,998
Change-1,959 (-20%)
Value$428.3K (-$77.7K)
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares7,928 from 7,707
Change+221 (+3%)
Value$422.4K (+$32.3K)
Filed 2026-10-08
Flagship Harbor Advisors, LLC
INCREASED
Shares7,924 from 7,916
Change+8 (+0%)
Value$422.2K (+$21.5K)
Filed 2026-10-26
MGO One Seven LLC
DECREASED
Shares7,915 from 8,642
Change-727 (-8%)
Value$421.7K (-$15.7K)
Filed 2026-10-28
B. Riley Wealth Advisors, Inc.
INCREASED
Shares7,893 from 7,251
Change+642 (+9%)
Value$420.5K (+$52.7K)
Filed 2026-10-13
Next Level Wealth Planning, LLC
INCREASED
Shares7,846 from 7,553
Change+293 (+4%)
Value$418.0K (+$35.8K)
Filed 2026-10-29
Ballast Rock Private Wealth LLC
UNCHANGED
Shares7,791 from 7,791
Change0 (0%)
Value$415.1K (+$20.8K)
Filed 2026-10-26
TrueWealth Advisors, LLC
INCREASED
Shares7,414 from 7,408
Change+6 (+0%)
Value$395.0K (+$20.1K)
Filed 2026-10-09
Ascentis Independent Advisors
NEW
Shares7,389
Change+7,389
Value$393.7K
Filed 2026-11-03
Evergreen Capital Management LLC
UNCHANGED
Shares7,245 from 7,245
Change0 (0%)
Value$386.0K (+$19.3K)
Filed 2026-10-23
Intrua Financial, LLC
DECREASED
Shares7,197 from 7,219
Change-22 (0%)
Value$383.5K (+$18.1K)
Filed 2026-10-28
Worth Financial Advisory Group, LLC
INCREASED
Shares7,192 from 6,917
Change+275 (+4%)
Value$383.2K (+$33.1K)
Filed 2026-10-19
Total Clarity Wealth Management, Inc.
DECREASED
Shares7,191 from 7,491
Change-300 (-4%)
Value$383.1K (+$4.0K)
Filed 2026-10-26
Avantax Planning Partners, Inc.
DECREASED
Shares7,100 from 7,103
Change-3 (0%)
Value$378.3K (+$18.8K)
Filed 2026-11-03
Opal Wealth Advisors, LLC
DECREASED
Shares6,934 from 6,994
Change-60 (-1%)
Value$369.5K (+$15.5K)
Filed 2026-10-16
Channel Wealth LLC
DECREASED
Shares6,619 from 7,837
Change-1,218 (-16%)
Value$352.7K (-$44.0K)
Filed 2026-11-06
Coquina Private Wealth LLC
DECREASED
Shares6,503 from 6,691
Change-188 (-3%)
Value$346.5K (+$7.8K)
Filed 2026-10-27
Wedbush Securities Inc
INCREASED
Shares6,460 from 4,211
Change+2,249 (+53%)
Value$344 (-$212.7K)
Filed 2026-10-22
Platform Technology Partners
UNCHANGED
Shares6,400 from 6,400
Change0 (0%)
Value$341.0K (+$17.1K)
Filed 2026-11-02
OFC Financial Planning, LLC
INCREASED
Shares6,329 from 6,314
Change+15 (+0%)
Value$337.2K (+$17.7K)
Filed 2026-11-06
Private Trust Co NA
DECREASED
Shares6,300 from 7,465
Change-1,165 (-16%)
Value$335.7K (-$42.1K)
Filed 2026-10-20
Quantum Financial Partners LLC
INCREASED
Shares6,258 from 6,094
Change+164 (+3%)
Value$333.4K (+$25.0K)
Filed 2026-10-19
Saxon Interests, Inc.
INCREASED
Shares6,257 from 5,520
Change+737 (+13%)
Value$333.4K (+$54.0K)
Filed 2026-10-26
Avondale Wealth Management
DECREASED
Shares6,215 from 6,779
Change-564 (-8%)
Value$331.1K (-$11.9K)
Filed 2026-10-15
Heritage Wealth Management, Inc.
INCREASED
Shares6,192 from 6,147
Change+45 (+1%)
Value$329.9K (+$18.8K)
Filed 2026-10-28
Balefire, LLC
DECREASED
Shares6,152 from 6,198
Change-46 (-1%)
Value$327.8K (+$14.1K)
Filed 2026-10-09
First American Bank
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$319.7K (+$16.0K)
Filed 2026-10-27
Moneco Advisors, LLC
INCREASED
Shares5,843 from 5,775
Change+68 (+1%)
Value$311.3K (+$19.0K)
Filed 2026-11-05
Diligent Investors, LLC
INCREASED
Shares5,817 from 5,816
Change+1 (+0%)
Value$309.9K (+$15.5K)
Filed 2026-10-21
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares5,654 from 5,724
Change-70 (-1%)
Value$301.2K (+$11.6K)
Filed 2026-10-15
ETF Store, Inc.
DECREASED
Shares5,594 from 6,819
Change-1,225 (-18%)
Value$298.1K (-$47.1K)
Filed 2026-10-19
Ceera Investments, LLC
UNCHANGED
Shares5,585 from 5,585
Change0 (0%)
Value$297.6K (+$14.9K)
Filed 2026-11-02
Financial Management Network Inc
DECREASED
Shares5,487 from 5,838
Change-351 (-6%)
Value$295.5K (-$12.5K)
Filed 2026-10-09
Weaver Consulting Group
UNCHANGED
Shares5,486 from 5,486
Change0 (0%)
Value$292.3K (+$14.6K)
Filed 2026-10-07
BKM Wealth Management, LLC
INCREASED
Shares5,448 from 4,870
Change+578 (+12%)
Value$290.3K (+$43.8K)
Filed 2026-10-22
IronOak Wealth Llc.
NEW
Shares5,332
Change+5,332
Value$284.1K
Filed 2026-11-06
S.A. Mason LLC
UNCHANGED
Shares5,296 from 5,296
Change0 (0%)
Value$282.2K (+$14.1K)
Filed 2026-10-13
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares5,200 from 5,250
Change-50 (-1%)
Value$277.1K (+$11.4K)
Filed 2026-10-14
Silverlake Wealth Management LLC
INCREASED
Shares5,200 from 5,190
Change+10 (+0%)
Value$277.1K (+$14.4K)
Filed 2026-10-21
Avidian Wealth Enterprises, LLC
INCREASED
Shares5,145 from 4,656
Change+489 (+11%)
Value$274.1K (+$38.5K)
Filed 2026-10-08
Bluedoor Private Wealth, LLC
UNCHANGED
Shares5,143 from 5,143
Change0 (0%)
Value$274.0K (+$13.7K)
Filed 2026-11-05
NBT Bank, N.A.
UNCHANGED
Shares5,111 from 5,111
Change0 (0%)
Value$272.3K (+$13.6K)
Filed 2026-10-21
Mascagni Wealth Management, Inc.
DECREASED
Shares5,017 from 5,113
Change-96 (-2%)
Value$267.3K (+$8.5K)
Filed 2026-10-23
Gaddis Premier Wealth Advisors LLC
DECREASED
Shares4,977 from 5,430
Change-453 (-8%)
Value$265.2K (-$9.6K)
Filed 2026-10-29
Kraematon Investment Advisors, Inc
NEW
Shares4,912
Change+4,912
Value$261.7K
Filed 2026-11-02
Connecticut Capital Management Group, LLC
DECREASED
Shares4,820 from 4,888
Change-68 (-1%)
Value$256.8K (+$9.4K)
Filed 2026-10-29
Crestwood Advisors Group, LLC
UNCHANGED
Shares4,794 from 4,794
Change0 (0%)
Value$255.4K (+$12.8K)
Filed 2026-10-27
Cyndeo Wealth Partners, LLC
INCREASED
Shares4,772 from 4,654
Change+118 (+3%)
Value$254.2K (+$18.7K)
Filed 2026-10-16
Sound Income Strategies, LLC
NEW
Shares4,705
Change+4,705
Value$257.6K
Filed 2026-10-09
Vann Equity Management LLC
INCREASED
Shares4,528 from 4,446
Change+82 (+2%)
Value$241.2K (+$16.2K)
Filed 2026-10-08
Basso Capital Management, L.P.
NEW
Shares4,457
Change+4,457
Value$237.5K
Filed 2026-10-30
Whitaker-Myers Wealth Managers, Ltd.
DECREASED
Shares4,315 from 4,401
Change-86 (-2%)
Value$229.9K (+$7.2K)
Filed 2026-10-09
High Net Worth Advisory Group LLC
UNCHANGED
Shares4,300 from 4,300
Change0 (0%)
Value$229.1K (+$11.5K)
Filed 2026-10-26
Abel Hall, LLC
UNCHANGED
Shares4,285 from 4,285
Change0 (0%)
Value$228.3K (+$11.4K)
Filed 2026-10-19
Bright Futures Wealth Management, Llc.
DECREASED
Shares4,044 from 4,106
Change-62 (-2%)
Value$215.5K (+$7.7K)
Filed 2026-10-23
CX Institutional
INCREASED
Shares4,033 from 10
Change+4,023 (+40230%)
Value$215 (+$214)
Filed 2026-10-02
Post Resch Tallon Group Inc.
UNCHANGED
Shares4,025 from 4,025
Change0 (0%)
Value$214.5K (+$10.7K)
Filed 2026-10-09
Vestia Personal Wealth Advisors
NEW
Shares4,000
Change+4,000
Value$213.1K
Filed 2026-10-20
MMA Asset Management LLC
NEW
Shares3,937
Change+3,937
Value$209.8K
Filed 2026-11-02
Buck Wealth Strategies, LLC
DECREASED
Shares3,867 from 4,747
Change-880 (-19%)
Value$206.0K (-$34.2K)
Filed 2026-10-28
Central Pacific Bank - Trust Division
UNCHANGED
Shares3,800 from 3,800
Change0 (0%)
Value$202.5K (+$10.1K)
Filed 2026-10-06
Wetzel Investment Advisors, Inc.
DECREASED
Shares3,781 from 4,181
Change-400 (-10%)
Value$201.5K (-$10.1K)
Filed 2026-10-13
Diversify Advisory Services, LLC
DECREASED
Shares3,767 from 3,777
Change-10 (0%)
Value$213.0K (+$10.6K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares3,767 from 3,777
Change-10 (0%)
Value$213.0K (+$10.6K)
Filed 2026-10-20
Adirondack Trust Co
DECREASED
Shares3,053 from 3,194
Change-141 (-4%)
Value$162.6K (+$985)
Filed 2026-10-14
Friedenthal Financial
NEW
Shares2,924
Change+2,924
Value$155.8K
Filed 2026-10-27
Russell Investments Group, Ltd.
DECREASED
Shares2,821 from 3,752
Change-931 (-25%)
Value$150.3K (-$39.6K)
Filed 2026-11-06
Monetary Solutions, Ltd
INCREASED
Shares2,732 from 2,725
Change+7 (+0%)
Value$145.5K (+$7.6K)
Filed 2026-10-22
Tradewinds Capital Management, LLC
UNCHANGED
Shares2,603 from 2,603
Change0 (0%)
Value$138.7K (+$7.0K)
Filed 2026-10-23
Planning Strategies Inc.
DECREASED
Shares2,359 from 2,515
Change-156 (-6%)
Value$125.7K (-$1.6K)
Filed 2026-10-02
Nvwm, LLC
INCREASED
Shares2,200 from 1,000
Change+1,200 (+120%)
Value$117.2K (+$66.6K)
Filed 2026-10-14
Asset Dedication, LLC
INCREASED
Shares2,083 from 2,076
Change+7 (+0%)
Value$111.0K (+$5.9K)
Filed 2026-11-03
Ashurst Perkins Coie Trust Co
NEW
Shares2,080
Change+2,080
Value$110.8K
Filed 2026-10-15
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares1,988 from 1,988
Change0 (0%)
Value$105.9K (+$5.3K)
Filed 2026-10-23
Assetmark, Inc
INCREASED
Shares1,847 from 1,419
Change+428 (+30%)
Value$98.4K (+$26.6K)
Filed 2026-10-21
Parkside Financial Bank & Trust
INCREASED
Shares1,644 from 1,638
Change+6 (+0%)
Value$87.6K (+$4.7K)
Filed 2026-10-27
US Bancorp \de\
INCREASED
Shares1,601 from 101
Change+1,500 (+1485%)
Value$85.3K (+$80.2K)
Filed 2026-11-05
Lanark Financial, Inc.
UNCHANGED
Shares1,504 from 1,504
Change0 (0%)
Value$80.1K (+$4.0K)
Filed 2026-10-26
Provenance Wealth Advisors, LLC
INCREASED
Shares1,449 from 1,312
Change+137 (+10%)
Value$77.2K (+$10.8K)
Filed 2026-10-30
Rossby Financial, LCC
NEW
Shares1,443
Change+1,443
Value$76.9K
Filed 2026-11-05
Flagship Wealth Advisors, LLC
UNCHANGED
Shares1,425 from 1,425
Change0 (0%)
Value$75.9K (+$3.8K)
Filed 2026-11-03
Compass Financial Management LLC
INCREASED
Shares1,259 from 1,246
Change+13 (+1%)
Value$67.1K (+$4.0K)
Filed 2026-10-30
Robbins Farley
UNCHANGED
Shares1,062 from 1,062
Change0 (0%)
Value$56.6K (+$2.8K)
Filed 2026-10-21
Coastline Trust Co
UNCHANGED
Shares725 from 725
Change0 (0%)
Value$38.6K (+$1.9K)
Filed 2026-10-01
Capital Investment Advisory Services, LLC
DECREASED
Shares716 from 772
Change-56 (-7%)
Value$38.2K (-$928)
Filed 2026-10-30
Financial Network Wealth Advisors LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$37.3K (+$1.9K)
Filed 2026-10-28
PNC Financial Services Group, Inc.
INCREASED
Shares682 from 405
Change+277 (+68%)
Value$36.4K (+$15.9K)
Filed 2026-11-06
Mather Group, Llc.
UNCHANGED
Shares668 from 668
Change0 (0%)
Value$35.6K (+$1.8K)
Filed 2026-10-14
Central Trust Co
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$34.6K (+$1.7K)
Filed 2026-11-05
Kelleher Financial Advisors
UNCHANGED
Shares648 from 648
Change0 (0%)
Value$34.5K (+$1.7K)
Filed 2026-10-30
Harbor Asset Planning, Inc.
DECREASED
Shares643 from 895
Change-252 (-28%)
Value$34.3K (-$11.0K)
Filed 2026-10-23
Latitude Advisors, LLC
NEW
Shares618
Change+618
Value$32.9K
Filed 2026-10-27
EPG Wealth Management LLC
INCREASED
Shares608 from 607
Change+1 (+0%)
Value$32.4K (+$1.7K)
Filed 2026-11-03
Trust Co of Toledo NA
UNCHANGED
Shares585 from 585
Change0 (0%)
Value$31.2K (+$1.6K)
Filed 2026-10-16
Hilton Head Capital Partners, LLC
DECREASED
Shares497 from 1,096
Change-599 (-55%)
Value$26.5K (-$29.0K)
Filed 2026-10-23
Key Capital Management, Inc
DECREASED
Shares470 from 495
Change-25 (-5%)
Value$25.0K (-$10)
Filed 2026-11-03
NBH Bank
UNCHANGED
Shares460 from 460
Change0 (0%)
Value$24.5K (+$1.2K)
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares440
Change+440
Value$23.4K
Filed 2026-10-21
IMG Wealth Management, Inc.
UNCHANGED
Shares424 from 424
Change0 (0%)
Value$22.6K (+$1.1K)
Filed 2026-10-27
Pinnacle Bancorp, Inc.
UNCHANGED
Shares372 from 372
Change0 (0%)
Value$19.8K (+$992)
Filed 2026-10-21
Comprehensive Financial Planning, Inc.
INCREASED
Shares329 from 328
Change+1 (+0%)
Value$17.6K (+$936)
Filed 2026-10-27
Clearstead Advisors, LLC
INCREASED
Shares327 from 51
Change+276 (+541%)
Value$17.4K (+$14.8K)
Filed 2026-11-06
Gleason Group, Inc.
NEW
Shares288
Change+288
Value$15.3K
Filed 2026-10-15
Golden State Wealth Management, LLC
DECREASED
Shares283 from 856
Change-573 (-67%)
Value$15.1K (-$28.2K)
Filed 2026-11-02
Cullen T Bankers, Inc.
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$11.2K (+$561)
Filed 2026-10-28
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares187 from 187
Change0 (0%)
Value$10.0K (+$499)
Filed 2026-10-29
Triumph Capital Management
UNCHANGED
Shares169 from 169
Change0 (0%)
Value$9.0K (+$451)
Filed 2026-10-14
Nemes Rush Group LLC
UNCHANGED
Shares144 from 144
Change0 (0%)
Value$7.7K (+$384)
Filed 2026-11-04
Markowski Investments
INCREASED
Shares143 from 142
Change+1 (+1%)
Value$7.6K (+$405)
Filed 2026-10-30
Jacobi Capital Management LLC
NEW
Shares126
Change+126
Value$6.7K
Filed 2026-11-05
Morton Brown Family Wealth, LLC
NEW
Shares122
Change+122
Value$6.5K
Filed 2026-10-23
Salomon & Ludwin, LLC
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$6.1K (+$255)
Filed 2026-10-29
Spire Wealth Management
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$5.1K (+$254)
Filed 2026-10-30
Valued Wealth Advisors LLC
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$4.9K (+$245)
Filed 2026-11-05
Larson Financial Group LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$4.3K (+$213)
Filed 2026-11-05
Signaturefd, LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$4.0K (+$200)
Filed 2026-10-23
Montag A & Associates Inc
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$2.7K (+$133)
Filed 2026-10-29
Winch Advisory Services, LLC
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$2.6K (+$128)
Filed 2026-11-06
Trust Co
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$1.4K (+$70)
Filed 2026-10-09
Go Invest LLC
DECREASED
Shares23 from 25
Change-2 (-8%)
Value$1.2K (-$54)
Filed 2026-10-09
Duncker Streett & Co Inc
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$320 (+$16)
Filed 2026-10-27
Ascentis Wealth Management, LLC
NEW
Shares1
Change+1
Value$53
Filed 2026-11-03
Main Street Group, LTD
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$53 (+$2)
Filed 2026-10-28
Inscription Capital, LLC
CLOSED
Shares0 from 28,129
Change-28,129 (-100%)
Value$0 (-$1.4M)
Filed 2026-11-02
Commonwealth Financial Services, LLC
CLOSED
Shares0 from 9,401
Change-9,401 (-100%)
Value$0 (-$475.8K)
Filed 2026-10-20
Vise Technologies, Inc.
CLOSED
Shares0 from 5,694
Change-5,694 (-100%)
Value$0 (-$288.2K)
Filed 2026-10-29
Carlson Financial, Inc.
CLOSED
Shares0 from 5,171
Change-5,171 (-100%)
Value$0 (-$261.7K)
Filed 2026-11-05
HBW Advisory Services LLC
CLOSED
Shares0 from 4,893
Change-4,893 (-100%)
Value$0 (-$247.6K)
Filed 2026-10-15
Financial Partners Group, Inc
CLOSED
Shares0 from 4,881
Change-4,881 (-100%)
Value$0 (-$247.0K)
Filed 2026-10-19
Tempo Wealth, LLC
CLOSED
Shares0 from 4,309
Change-4,309 (-100%)
Value$0 (-$218.1K)
Filed 2026-10-14
Robinswood Financial LLC
CLOSED
Shares0 from 224
Change-224 (-100%)
Value$0 (-$11.3K)
Filed 2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 124
Change-124 (-100%)
Value$0 (-$6.3K)
Filed 2026-10-14
Realta Investment Advisors
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$5.1K)
Filed 2026-10-14
LifeSteps Financial, Inc.
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$2.5K)
Filed 2026-10-15
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 27
Change-27 (-100%)
Value$0 (-$1.4K)
Filed 2026-10-29
Bank of America Corp
N/A
Shares— from 10,456,053
Change-10,456,053 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,827,949
Change-3,827,949 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,688,335
Change-1,688,335 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,464,088
Change-1,464,088 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,387,576
Change-1,387,576 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,130,959
Change-1,130,959 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,039,801
Change-1,039,801 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 877,842
Change-877,842 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 874,270
Change-874,270 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 765,369
Change-765,369 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 761,637
Change-761,637 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 672,950
Change-672,950 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 653,599
Change-653,599 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 534,800
Change-534,800 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 479,839
Change-479,839 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 416,688
Change-416,688 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 398,574
Change-398,574 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 382,401
Change-382,401 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 374,892
Change-374,892 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 370,691
Change-370,691 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 320,162
Change-320,162 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 302,908
Change-302,908 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 263,396
Change-263,396 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 250,104
Change-250,104 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 169,045
Change-169,045 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 163,095
Change-163,095 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 157,374
Change-157,374 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 111,223
Change-111,223 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 99,064
Change-99,064 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 83,814
Change-83,814 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 83,261
Change-83,261 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 79,852
Change-79,852 (-100%)
Value—
Keystone Financial Services, LLC
N/A
Shares— from 72,227
Change-72,227 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 69,546
Change-69,546 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 69,036
Change-69,036 (-100%)
Value—
&partners
N/A
Shares— from 66,625
Change-66,625 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 66,527
Change-66,527 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 65,007
Change-65,007 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 63,363
Change-63,363 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 62,453
Change-62,453 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 62,259
Change-62,259 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 57,858
Change-57,858 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 54,515
Change-54,515 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 54,504
Change-54,504 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 52,811
Change-52,811 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 52,316
Change-52,316 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 47,897
Change-47,897 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 46,300
Change-46,300 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 45,628
Change-45,628 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 45,413
Change-45,413 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 44,736
Change-44,736 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 43,250
Change-43,250 (-100%)
Value—
Blair William & Co
N/A
Shares— from 41,474
Change-41,474 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 41,460
Change-41,460 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 40,944
Change-40,944 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 36,627
Change-36,627 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 35,364
Change-35,364 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 35,125
Change-35,125 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 34,616
Change-34,616 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 34,376
Change-34,376 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 30,692
Change-30,692 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 30,591
Change-30,591 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 30,358
Change-30,358 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 27,981
Change-27,981 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 26,182
Change-26,182 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 24,230
Change-24,230 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 24,195
Change-24,195 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 23,923
Change-23,923 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 23,485
Change-23,485 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 22,161
Change-22,161 (-100%)
Value—
CMC Financial Group
N/A
Shares— from 21,831
Change-21,831 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 19,936
Change-19,936 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 18,444
Change-18,444 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 18,167
Change-18,167 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 17,669
Change-17,669 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 17,615
Change-17,615 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 17,328
Change-17,328 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 17,012
Change-17,012 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 16,994
Change-16,994 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 16,026
Change-16,026 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 15,696
Change-15,696 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 15,165
Change-15,165 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 14,707
Change-14,707 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 13,939
Change-13,939 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 13,575
Change-13,575 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 12,813
Change-12,813 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 12,721
Change-12,721 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 12,070
Change-12,070 (-100%)
Value—
Stephens Inc
N/A
Shares— from 11,532
Change-11,532 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 11,487
Change-11,487 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 11,459
Change-11,459 (-100%)
Value—
Oder Investment Management, LLC
N/A
Shares— from 11,396
Change-11,396 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 10,756
Change-10,756 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 10,375
Change-10,375 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 10,362
Change-10,362 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 10,070
Change-10,070 (-100%)
Value—
FMR LLC
N/A
Shares— from 9,543
Change-9,543 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 9,475
Change-9,475 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 9,403
Change-9,403 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 9,390
Change-9,390 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 9,246
Change-9,246 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 9,065
Change-9,065 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 8,865
Change-8,865 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 8,850
Change-8,850 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 8,741
Change-8,741 (-100%)
Value—
Winning Points Advisors, LLC
N/A
Shares— from 8,509
Change-8,509 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 8,242
Change-8,242 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 7,735
Change-7,735 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 7,731
Change-7,731 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 7,700
Change-7,700 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 7,453
Change-7,453 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 7,241
Change-7,241 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 7,228
Change-7,228 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 7,185
Change-7,185 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 7,119
Change-7,119 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 6,908
Change-6,908 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 6,825
Change-6,825 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 6,805
Change-6,805 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 6,787
Change-6,787 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 6,716
Change-6,716 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 6,552
Change-6,552 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 6,497
Change-6,497 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 6,437
Change-6,437 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 6,395
Change-6,395 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 6,217
Change-6,217 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 5,913
Change-5,913 (-100%)
Value—
Leigh Baldwin & Co., LLC
N/A
Shares— from 5,635
Change-5,635 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 5,613
Change-5,613 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 5,546
Change-5,546 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 5,473
Change-5,473 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 5,353
Change-5,353 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 5,323
Change-5,323 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 5,199
Change-5,199 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 5,158
Change-5,158 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 5,009
Change-5,009 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 4,994
Change-4,994 (-100%)
Value—
Invenomic Capital Management LP
N/A
Shares— from 4,822
Change-4,822 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 4,748
Change-4,748 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 4,665
Change-4,665 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 4,610
Change-4,610 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 4,416
Change-4,416 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 4,262
Change-4,262 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 4,231
Change-4,231 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 4,159
Change-4,159 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 4,071
Change-4,071 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 3,884
Change-3,884 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 3,654
Change-3,654 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 2,180
Change-2,180 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 1,559
Change-1,559 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 960
Change-960 (-100%)
Value—
Pinnacle Holdings, LLC
N/A
Shares— from 898
Change-898 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 827
Change-827 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 713
Change-713 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 510
Change-510 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 465
Change-465 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 441
Change-441 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 302
Change-302 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 294
Change-294 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 275
Change-275 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 263
Change-263 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 249
Change-249 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 225
Change-225 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 153
Change-153 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 120
Change-120 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 106
Change-106 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 102
Change-102 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 62
Change-62 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 53
Change-53 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 1
Change-1 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
INCREASED3,176,4693,165,036+11,433+0%$160.2M$169.2M+$9.1M2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED483,414575,184-91,770-16%$29.1M$25.8K-$29.1M2026-11-02
Commonwealth Equity Services, LLC
DECREASED432,472499,215-66,743-13%$25.3M$23.0M-$2.2M2026-11-02
D.A. Davidson & Co.
INCREASED411,113399,878+11,235+3%$20.2M$21.9M+$1.7M2026-10-28
Kestra Advisory Services, LLC
INCREASED314,296306,185+8,111+3%$15.5M$16.7M+$1.2M2026-11-02
Cornerstone Wealth Management, LLC
INCREASED279,099259,602+19,497+8%$13.1M$14.9M+$1.7M2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED255,823255,062+761+0%$13.2M$14.0M+$806.9K2026-10-13
Merit Financial Group, LLC
INCREASED230,44310,938+219,505+2007%$553.6K$12.3M+$11.7M2026-11-06
Fearless Solutions, LLC dba Best Invest
INCREASED226,244224,379+1,865+1%$11.4M$12.1M+$698.4K2026-10-14
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
DECREASED205,020208,090-3,070-1%$10.5M$10.9M+$392.0K2026-10-15
Procyon Advisors, LLC
DECREASED187,674225,085-37,411-17%$11.4M$10.0M-$1.4M2026-10-21
Long Island Wealth Management, Inc.
INCREASED173,267173,149+118+0%$8.8M$9.2M+$468.6K2026-10-20
Howard Financial Services, Ltd.
DECREASED166,236170,174-3,938-2%$8.6M$8.9M+$244.5K2026-10-15
BIP Wealth, LLC
NEW114,068—+114,068——$6.1M—2026-10-22
Independent Financial Group, LLC
INCREASED99,33479,954+19,380+24%$4.0M$5.3M+$1.2M2026-10-13
Oppenheimer & Co Inc
DECREASED94,50997,336-2,827-3%$4.9M$5.0M+$109.3K2026-10-26
Clarus Wealth Advisors
DECREASED91,58899,159-7,571-8%$5.1M$5.0M-$75.7K2026-10-13
Kestra Private Wealth Services, LLC
DECREASED89,14695,787-6,641-7%$4.8M$4.7M-$98.1K2026-11-06
Wealthcare Advisory Partners LLC
INCREASED82,30181,573+728+1%$4.1M$4.4M+$256.6K2026-10-21
Pacific Wealth Strategies Group, Inc.
INCREASED82,12378,017+4,106+5%$3.9M$4.4M+$427.1K2026-11-02
Premier Path Wealth Partners, LLC
INCREASED80,24858,521+21,727+37%$3.0M$4.3M+$1.3M2026-10-16
AlphaCore Capital LLC
INCREASED73,97138,523+35,448+92%$1.9M$3.9M+$2.0M2026-11-04
J.W. Cole Advisors, Inc.
DECREASED71,26172,339-1,078-1%$3.7M$3.8M+$135.7K2026-11-05
Inlight Wealth Management, LLC
DECREASED70,27470,365-910%$3.6M$3.7M+$183.0K2026-10-21
Clay Northam Wealth Management, LLC
DECREASED68,72069,365-645-1%$3.5M$3.7M+$150.8K2026-10-13
Verus Capital Partners, LLC
DECREASED60,02263,394-3,372-5%$3.2M$3.2M-$10.4K2026-11-03
Ellis Investment Partners, LLC
INCREASED59,71357,592+2,121+4%$2.9M$3.2M+$266.8K2026-10-21
First Premier Bank
INCREASED56,64155,444+1,197+2%$2.8K$3.0K+$2122026-10-13
Anson Capital, Inc.
DECREASED53,03960,266-7,227-12%$3.1M$2.8M-$224.1K2026-10-23
Plan Group Financial, LLC
INCREASED51,98519,862+32,123+162%$1.0M$3.0M+$2.0M2026-10-22
Prospera Financial Services Inc
DECREASED50,00452,319-2,315-4%$2.6M$2.9M+$277.6K2026-11-04
EverSource Wealth Advisors, LLC
DECREASED49,24160,332-11,091-18%$3.1M$2.6M-$429.8K2026-11-04
BCS Wealth Management
INCREASED46,93646,047+889+2%$2.3M$2.5M+$170.2K2026-11-03
Visionary Wealth Advisors
DECREASED46,53646,820-284-1%$2.4M$2.5M+$109.9K2026-11-04
Fiduciary Financial Group, LLC
DECREASED46,19946,868-669-1%$2.4M$2.5M+$89.5K2026-10-13
Barrett & Company, Inc.
DECREASED45,79552,292-6,497-12%$2.6M$2.4M-$206.6K2026-10-22
American Financial & TAX Strategies Inc
DECREASED43,81245,115-1,303-3%$2.3M$2.3M+$51.0K2026-10-16
Endowment Wealth Management, Inc.
INCREASED43,27539,268+4,007+10%$2.0M$2.3M+$318.3K2026-11-03
Northbridge Financial Group, LLC
DECREASED41,67242,386-714-2%$2.1M$2.3M+$114.3K2026-11-05
Level Four Advisory Services, LLC
INCREASED37,99136,075+1,916+5%$1.8M$2.0M+$198.4K2026-11-06
Bedel Financial Consulting, Inc.
DECREASED36,14737,345-1,198-3%$1.9M$1.9M+$35.9K2026-11-06
Y-Intercept (Hong Kong) Ltd
INCREASED35,16734,215+952+3%$1.7M$1.9M+$142.1K2026-10-16
Claro Advisors Inc.
DECREASED34,15138,948-4,797-12%$2.0M$1.8M-$151.6K2026-11-02
Commerce Advisors, LLC
INCREASED32,55930,769+1,790+6%$1.6M$1.7M+$177.5K2026-10-19
Valmark Advisers, Inc.
INCREASED32,50231,041+1,461+5%$1.6M$1.7M+$160.7K2026-11-06
Firestone Capital Management
DECREASED31,97632,194-218-1%$1.6M$1.7M+$74.3K2026-11-03
Chicago Partners Investment Group LLC
DECREASED30,98634,492-3,506-10%$1.8M$1.8M+$23.9K2026-10-27
Certified Advisory Corp
DECREASED30,37535,627-5,252-15%$1.8M$1.6M-$184.7K2026-10-29
Elevation Point Wealth Partners, LLC
NEW29,652—+29,652——$1.6M—2026-11-05
Lodestone Wealth Management LLC
INCREASED29,40127,670+1,731+6%$1.4M$1.6M+$166.1K2026-10-14
Cushing Capital Partners, LLC
INCREASED26,90225,898+1,004+4%$1.3M$1.4M+$122.6K2026-10-20
Moors & Cabot, Inc.
DECREASED26,73527,131-396-1%$1.4M$1.4M+$51.4K2026-11-06
Concurrent Investment Advisors, LLC
DECREASED26,26826,430-162-1%$1.3M$1.4M+$61.9K2026-10-16
Laurel OAK Wealth Management, LLC
DECREASED26,12127,002-881-3%$1.4M$1.4M+$25.2K2026-10-19
Money Concepts Capital Corp
DECREASED25,10925,916-807-3%$1.3M$1.3M+$26.2K2026-11-06
Evolution Wealth Advisors, LLC
UNCHANGED24,81724,81700%$1.3M$1.3M+$66.3K2026-11-03
BlueChip Wealth Advisors LLC
INCREASED23,36816,006+7,362+46%$810.1K$1.2M+$435.0K2026-11-03
IFP Advisors, Inc
DECREASED23,03723,404-367-2%$1.2M$1.2M+$42.9K2026-10-16
Blue Trust, Inc.
NEW22,066—+22,066——$1.2M—2026-10-15
Fortune Financial Group, Inc.
INCREASED21,70621,338+368+2%$1.1M$1.2M+$76.6K2026-10-22
Mirae Asset Global Investments Co., Ltd.
NEW21,000—+21,000——$1.1M—2026-11-03
Lake Street Private Wealth, LLC
INCREASED20,84520,780+65+0%$1.1M$1.1M+$58.9K2026-10-22
BNB Wealth Management, LLC
NEW19,775—+19,775——$1.1M—2026-10-28
International Assets Investment Management, LLC
INCREASED19,76815,880+3,888+24%$810.9K$1.1M+$256.0K2026-11-02
Perigon Wealth Management, LLC
DECREASED19,52919,895-366-2%$1.0M$1.0M+$33.6K2026-10-22
Signature Estate & Investment Advisors LLC
INCREASED19,05318,916+137+1%$957.4K$1.0M+$57.8K2026-10-13
Moneywise, Inc.
DECREASED18,20121,298-3,097-15%$1.1M$969.7K-$108.1K2026-10-30
JBR Co Financial Management Inc
DECREASED18,08718,842-755-4%$953.6K$923.5K-$30.1K2026-10-13
Ashton Thomas Private Wealth, LLC
INCREASED17,85416,356+1,498+9%$827.8K$951.2K+$123.5K2026-11-03
KPP Advisory Services LLC
DECREASED17,84122,793-4,952-22%$1.2M$950.6K-$203.0K2026-10-26
Davenport & Co LLC
DECREASED17,79321,971-4,178-19%$1.1M$948.0K-$163.9K2026-10-14
Signature Equity Partners, LLC
DECREASED16,63718,907-2,270-12%$956.9K$886.4K-$70.5K2026-10-29
First Heartland Consultants, Inc.
INCREASED16,55416,526+28+0%$836.4K$882.0K+$45.6K2026-10-08
Global Assets Advisory, LLC
INCREASED16,54915,989+560+4%$819.9K$897.8K+$77.8K2026-10-28
E&G Advisors, LLC
DECREASED16,26816,295-270%$824.7K$866.8K+$42.1K2026-10-13
Sigma Planning Corp
DECREASED15,63017,707-2,077-12%$896.1K$832.8K-$63.4K2026-10-23
WBI Investments, LLC
INCREASED15,61915,201+418+3%$769.3K$832.2K+$62.9K2026-11-05
Winebrenner Capital Management LLC
DECREASED15,51017,362-1,852-11%$878.7K$826.4K-$52.3K2026-10-07
PFG Advisors
DECREASED15,30124,703-9,402-38%$1.3M$815.2K-$435.0K2026-10-16
Allworth Financial LP
INCREASED14,29913,364+935+7%$676.3K$723.7K+$47.3K2026-11-06
Carter Financial Group, Inc.
DECREASED14,28714,423-136-1%$729.9K$761.2K+$31.3K2026-10-21
City Center Advisors, LLC
DECREASED14,12715,264-1,137-7%$772.5K$752.7K-$19.8K2026-10-08
Sheets Smith Wealth Management
DECREASED14,07018,447-4,377-24%$933.6K$749.7K-$184.0K2026-10-16
Wealth Group Ltd
DECREASED13,89818,855-4,957-26%$954.3K$748.4K-$205.9K2026-10-07
Unified Investment Management
DECREASED13,16413,305-141-1%$673.4K$701.4K+$28.0K2026-10-14
BigSur Wealth Management LLC
UNCHANGED13,10013,10000%$663.0K$698.0K+$35.0K2026-10-13
Key FInancial Inc
UNCHANGED12,89712,89700%$652.7K$687.2K+$34.4K2026-11-02
Creative Financial Designs Inc
INCREASED12,69112,220+471+4%$618.4K$676.2K+$57.7K2026-11-04
Hazlett, Burt & Watson, Inc.
INCREASED12,67712,603+74+1%$117.5K$679-$116.8K2026-11-04
Fifth Third Bancorp
DECREASED11,77617,582-5,806-33%$889.8K$627.4K-$262.4K2026-11-05
Citigroup Inc
INCREASED11,5235,775+5,748+100%$292.3K$613.9K+$321.7K2026-11-04
Integrity Alliance, Llc.
DECREASED11,49311,983-490-4%$606.5K$612.3K+$5.9K2026-10-29
Spectrum Strategic Capital Management, LLC
DECREASED11,43811,563-125-1%$585.2K$609.4K+$24.2K2026-10-22
Truist Financial Corp
DECREASED11,37613,693-2,317-17%$693.0K$606.1K-$86.9K2026-10-30
Nations Financial Group Inc,
DECREASED11,366126,663-115,297-91%$6.4M$605.6K-$5.8M2026-11-05
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED10,44910,011+438+4%$506.7K$556.7K+$50.1K2026-10-14
Clear Creek Financial Management, LLC
DECREASED9,84311,049-1,206-11%$559.2K$524.4K-$34.8K2026-10-28
Sloy Dahl & Holst, LLC
DECREASED9,66510,540-875-8%$533.4K$515.0K-$18.5K2026-10-14
Capital Advisors, Ltd. LLC
DECREASED9,4729,553-81-1%$483$505+$222026-10-27
Glass Jacobson Investment Advisors llc
DECREASED9,2099,744-535-5%$493.2K$490.7K-$2.5K2026-10-26
Trilogy Capital Inc.
INCREASED9,1628,946+216+2%$452.8K$488.2K+$35.4K2026-10-20
Nautilus Advisors LLC
INCREASED9,1019,071+30+0%$469.4K$484.9K+$15.5K2026-10-07
Econ Financial Services Corp
DECREASED8,90071,973-63,073-88%$3.6M$474.2K-$3.2M2026-10-19
Carnegie Lake Advisors LLC
UNCHANGED8,8728,87200%$449.0K$472.7K+$23.7K2026-11-06
National Wealth Management Group, LLC
DECREASED8,7038,764-61-1%$443.5K$463.7K+$20.2K2026-10-26
Park Avenue Securities LLC
INCREASED8,6928,653+39+0%$438.0K$463-$437.5K2026-10-26
Creative Planning
INCREASED8,4107,878+532+7%$398.7K$448.1K+$49.4K2026-11-02
Simon Quick Advisors, LLC
INCREASED8,3978,369+28+0%$423.5K$447.4K+$23.8K2026-10-26
Brookstone Capital Management
INCREASED8,3227,701+621+8%$389.8K$443.4K+$53.6K2026-10-22
StoneX Group Inc.
NEW8,253—+8,253——$442.1K—2026-11-03
Partners Wealth Management, LLC
NEW8,061—+8,061——$429.5K—2026-10-28
Paragon Private Wealth Management, LLC
DECREASED8,0399,998-1,959-20%$506.0K$428.3K-$77.7K2026-10-20
Farther Finance Advisors, LLC
INCREASED7,9287,707+221+3%$390.1K$422.4K+$32.3K2026-10-08
Flagship Harbor Advisors, LLC
INCREASED7,9247,916+8+0%$400.6K$422.2K+$21.5K2026-10-26
MGO One Seven LLC
DECREASED7,9158,642-727-8%$437.4K$421.7K-$15.7K2026-10-28
B. Riley Wealth Advisors, Inc.
INCREASED7,8937,251+642+9%$367.8K$420.5K+$52.7K2026-10-13
Next Level Wealth Planning, LLC
INCREASED7,8467,553+293+4%$382.2K$418.0K+$35.8K2026-10-29
Ballast Rock Private Wealth LLC
UNCHANGED7,7917,79100%$394.3K$415.1K+$20.8K2026-10-26
TrueWealth Advisors, LLC
INCREASED7,4147,408+6+0%$374.9K$395.0K+$20.1K2026-10-09
Ascentis Independent Advisors
NEW7,389—+7,389——$393.7K—2026-11-03
Evergreen Capital Management LLC
UNCHANGED7,2457,24500%$366.7K$386.0K+$19.3K2026-10-23
Intrua Financial, LLC
DECREASED7,1977,219-220%$365.4K$383.5K+$18.1K2026-10-28
Worth Financial Advisory Group, LLC
INCREASED7,1926,917+275+4%$350.1K$383.2K+$33.1K2026-10-19
Total Clarity Wealth Management, Inc.
DECREASED7,1917,491-300-4%$379.1K$383.1K+$4.0K2026-10-26
Avantax Planning Partners, Inc.
DECREASED7,1007,103-30%$359.5K$378.3K+$18.8K2026-11-03
Opal Wealth Advisors, LLC
DECREASED6,9346,994-60-1%$354.0K$369.5K+$15.5K2026-10-16
Channel Wealth LLC
DECREASED6,6197,837-1,218-16%$396.6K$352.7K-$44.0K2026-11-06
Coquina Private Wealth LLC
DECREASED6,5036,691-188-3%$338.6K$346.5K+$7.8K2026-10-27
Wedbush Securities Inc
INCREASED6,4604,211+2,249+53%$213.0K$344-$212.7K2026-10-22
Platform Technology Partners
UNCHANGED6,4006,40000%$323.9K$341.0K+$17.1K2026-11-02
OFC Financial Planning, LLC
INCREASED6,3296,314+15+0%$319.6K$337.2K+$17.7K2026-11-06
Private Trust Co NA
DECREASED6,3007,465-1,165-16%$377.8K$335.7K-$42.1K2026-10-20
Quantum Financial Partners LLC
INCREASED6,2586,094+164+3%$308.4K$333.4K+$25.0K2026-10-19
Saxon Interests, Inc.
INCREASED6,2575,520+737+13%$279.4K$333.4K+$54.0K2026-10-26
Avondale Wealth Management
DECREASED6,2156,779-564-8%$343.1K$331.1K-$11.9K2026-10-15
Heritage Wealth Management, Inc.
INCREASED6,1926,147+45+1%$311.1K$329.9K+$18.8K2026-10-28
Balefire, LLC
DECREASED6,1526,198-46-1%$313.7K$327.8K+$14.1K2026-10-09
First American Bank
UNCHANGED6,0006,00000%$303.7K$319.7K+$16.0K2026-10-27
Moneco Advisors, LLC
INCREASED5,8435,775+68+1%$292.3K$311.3K+$19.0K2026-11-05
Diligent Investors, LLC
INCREASED5,8175,816+1+0%$294.4K$309.9K+$15.5K2026-10-21
Comprehensive Financial Consultants Institutional, Inc.
DECREASED5,6545,724-70-1%$289.7K$301.2K+$11.6K2026-10-15
ETF Store, Inc.
DECREASED5,5946,819-1,225-18%$345.1K$298.1K-$47.1K2026-10-19
Ceera Investments, LLC
UNCHANGED5,5855,58500%$282.7K$297.6K+$14.9K2026-11-02
Financial Management Network Inc
DECREASED5,4875,838-351-6%$307.9K$295.5K-$12.5K2026-10-09
Weaver Consulting Group
UNCHANGED5,4865,48600%$277.6K$292.3K+$14.6K2026-10-07
BKM Wealth Management, LLC
INCREASED5,4484,870+578+12%$246.5K$290.3K+$43.8K2026-10-22
IronOak Wealth Llc.
NEW5,332—+5,332——$284.1K—2026-11-06
S.A. Mason LLC
UNCHANGED5,2965,29600%$268.0K$282.2K+$14.1K2026-10-13
Patriot Financial Group Insurance Agency, LLC
DECREASED5,2005,250-50-1%$265.7K$277.1K+$11.4K2026-10-14
Silverlake Wealth Management LLC
INCREASED5,2005,190+10+0%$262.7K$277.1K+$14.4K2026-10-21
Avidian Wealth Enterprises, LLC
INCREASED5,1454,656+489+11%$235.6K$274.1K+$38.5K2026-10-08
Bluedoor Private Wealth, LLC
UNCHANGED5,1435,14300%$260.3K$274.0K+$13.7K2026-11-05
NBT Bank, N.A.
UNCHANGED5,1115,11100%$258.7K$272.3K+$13.6K2026-10-21
Mascagni Wealth Management, Inc.
DECREASED5,0175,113-96-2%$258.8K$267.3K+$8.5K2026-10-23
Gaddis Premier Wealth Advisors LLC
DECREASED4,9775,430-453-8%$274.8K$265.2K-$9.6K2026-10-29
Kraematon Investment Advisors, Inc
NEW4,912—+4,912——$261.7K—2026-11-02
Connecticut Capital Management Group, LLC
DECREASED4,8204,888-68-1%$247.4K$256.8K+$9.4K2026-10-29
Crestwood Advisors Group, LLC
UNCHANGED4,7944,79400%$242.6K$255.4K+$12.8K2026-10-27
Cyndeo Wealth Partners, LLC
INCREASED4,7724,654+118+3%$235.5K$254.2K+$18.7K2026-10-16
Sound Income Strategies, LLC
NEW4,705—+4,705——$257.6K—2026-10-09
Vann Equity Management LLC
INCREASED4,5284,446+82+2%$225.0K$241.2K+$16.2K2026-10-08
Basso Capital Management, L.P.
NEW4,457—+4,457——$237.5K—2026-10-30
Whitaker-Myers Wealth Managers, Ltd.
DECREASED4,3154,401-86-2%$222.7K$229.9K+$7.2K2026-10-09
High Net Worth Advisory Group LLC
UNCHANGED4,3004,30000%$217.6K$229.1K+$11.5K2026-10-26
Abel Hall, LLC
UNCHANGED4,2854,28500%$216.9K$228.3K+$11.4K2026-10-19
Bright Futures Wealth Management, Llc.
DECREASED4,0444,106-62-2%$207.8K$215.5K+$7.7K2026-10-23
CX Institutional
INCREASED4,03310+4,023+40230%$1$215+$2142026-10-02
Post Resch Tallon Group Inc.
UNCHANGED4,0254,02500%$203.7K$214.5K+$10.7K2026-10-09
Vestia Personal Wealth Advisors
NEW4,000—+4,000——$213.1K—2026-10-20
MMA Asset Management LLC
NEW3,937—+3,937——$209.8K—2026-11-02
Buck Wealth Strategies, LLC
DECREASED3,8674,747-880-19%$240.2K$206.0K-$34.2K2026-10-28
Central Pacific Bank - Trust Division
UNCHANGED3,8003,80000%$192.3K$202.5K+$10.1K2026-10-06
Wetzel Investment Advisors, Inc.
DECREASED3,7814,181-400-10%$211.6K$201.5K-$10.1K2026-10-13
Diversify Advisory Services, LLC
DECREASED3,7673,777-100%$202.4K$213.0K+$10.6K2026-10-20
Diversify Wealth Management, LLC
DECREASED3,7673,777-100%$202.4K$213.0K+$10.6K2026-10-20
Adirondack Trust Co
DECREASED3,0533,194-141-4%$161.6K$162.6K+$9852026-10-14
Friedenthal Financial
NEW2,924—+2,924——$155.8K—2026-10-27
Russell Investments Group, Ltd.
DECREASED2,8213,752-931-25%$189.9K$150.3K-$39.6K2026-11-06
Monetary Solutions, Ltd
INCREASED2,7322,725+7+0%$137.9K$145.5K+$7.6K2026-10-22
Tradewinds Capital Management, LLC
UNCHANGED2,6032,60300%$131.7K$138.7K+$7.0K2026-10-23
Planning Strategies Inc.
DECREASED2,3592,515-156-6%$127.3K$125.7K-$1.6K2026-10-02
Nvwm, LLC
INCREASED2,2001,000+1,200+120%$50.6K$117.2K+$66.6K2026-10-14
Asset Dedication, LLC
INCREASED2,0832,076+7+0%$105.1K$111.0K+$5.9K2026-11-03
Ashurst Perkins Coie Trust Co
NEW2,080—+2,080——$110.8K—2026-10-15
Dhjj Financial Advisors, Ltd.
UNCHANGED1,9881,98800%$100.6K$105.9K+$5.3K2026-10-23
Assetmark, Inc
INCREASED1,8471,419+428+30%$71.8K$98.4K+$26.6K2026-10-21
Parkside Financial Bank & Trust
INCREASED1,6441,638+6+0%$82.9K$87.6K+$4.7K2026-10-27
US Bancorp \de\
INCREASED1,601101+1,500+1485%$5.1K$85.3K+$80.2K2026-11-05
Lanark Financial, Inc.
UNCHANGED1,5041,50400%$76.1K$80.1K+$4.0K2026-10-26
Provenance Wealth Advisors, LLC
INCREASED1,4491,312+137+10%$66.4K$77.2K+$10.8K2026-10-30
Rossby Financial, LCC
NEW1,443—+1,443——$76.9K—2026-11-05
Flagship Wealth Advisors, LLC
UNCHANGED1,4251,42500%$72.1K$75.9K+$3.8K2026-11-03
Compass Financial Management LLC
INCREASED1,2591,246+13+1%$63.1K$67.1K+$4.0K2026-10-30
Robbins Farley
UNCHANGED1,0621,06200%$53.7K$56.6K+$2.8K2026-10-21
Coastline Trust Co
UNCHANGED72572500%$36.7K$38.6K+$1.9K2026-10-01
Capital Investment Advisory Services, LLC
DECREASED716772-56-7%$39.1K$38.2K-$9282026-10-30
Financial Network Wealth Advisors LLC
UNCHANGED70070000%$35.4K$37.3K+$1.9K2026-10-28
PNC Financial Services Group, Inc.
INCREASED682405+277+68%$20.5K$36.4K+$15.9K2026-11-06
Mather Group, Llc.
UNCHANGED66866800%$33.8K$35.6K+$1.8K2026-10-14
Central Trust Co
UNCHANGED65065000%$32.9K$34.6K+$1.7K2026-11-05
Kelleher Financial Advisors
UNCHANGED64864800%$32.8K$34.5K+$1.7K2026-10-30
Harbor Asset Planning, Inc.
DECREASED643895-252-28%$45.3K$34.3K-$11.0K2026-10-23
Latitude Advisors, LLC
NEW618—+618——$32.9K—2026-10-27
EPG Wealth Management LLC
INCREASED608607+1+0%$30.7K$32.4K+$1.7K2026-11-03
Trust Co of Toledo NA
UNCHANGED58558500%$29.6K$31.2K+$1.6K2026-10-16
Hilton Head Capital Partners, LLC
DECREASED4971,096-599-55%$55.5K$26.5K-$29.0K2026-10-23
Key Capital Management, Inc
DECREASED470495-25-5%$25.1K$25.0K-$102026-11-03
NBH Bank
UNCHANGED46046000%$23.3K$24.5K+$1.2K2026-11-05
Root Financial Partners, LLC
NEW440—+440——$23.4K—2026-10-21
IMG Wealth Management, Inc.
UNCHANGED42442400%$21.5K$22.6K+$1.1K2026-10-27
Pinnacle Bancorp, Inc.
UNCHANGED37237200%$18.8K$19.8K+$9922026-10-21
Comprehensive Financial Planning, Inc.
INCREASED329328+1+0%$16.6K$17.6K+$9362026-10-27
Clearstead Advisors, LLC
INCREASED32751+276+541%$2.6K$17.4K+$14.8K2026-11-06
Gleason Group, Inc.
NEW288—+288——$15.3K—2026-10-15
Golden State Wealth Management, LLC
DECREASED283856-573-67%$43.3K$15.1K-$28.2K2026-11-02
Cullen T Bankers, Inc.
UNCHANGED21021000%$10.6K$11.2K+$5612026-10-28
Blue Bell Private Wealth Management, LLC
UNCHANGED18718700%$9.5K$10.0K+$4992026-10-29
Triumph Capital Management
UNCHANGED16916900%$8.6K$9.0K+$4512026-10-14
Nemes Rush Group LLC
UNCHANGED14414400%$7.3K$7.7K+$3842026-11-04
Markowski Investments
INCREASED143142+1+1%$7.2K$7.6K+$4052026-10-30
Jacobi Capital Management LLC
NEW126—+126——$6.7K—2026-11-05
Morton Brown Family Wealth, LLC
NEW122—+122——$6.5K—2026-10-23
Salomon & Ludwin, LLC
UNCHANGED11511500%$5.9K$6.1K+$2552026-10-29
Spire Wealth Management
UNCHANGED959500%$4.8K$5.1K+$2542026-10-30
Valued Wealth Advisors LLC
UNCHANGED929200%$4.7K$4.9K+$2452026-11-05
Larson Financial Group LLC
UNCHANGED808000%$4.0K$4.3K+$2132026-11-05
Signaturefd, LLC
UNCHANGED757500%$3.8K$4.0K+$2002026-10-23
Montag A & Associates Inc
UNCHANGED505000%$2.5K$2.7K+$1332026-10-29
Winch Advisory Services, LLC
UNCHANGED484800%$2.4K$2.6K+$1282026-11-06
Trust Co
UNCHANGED262600%$1.3K$1.4K+$702026-10-09
Go Invest LLC
DECREASED2325-2-8%$1.3K$1.2K-$542026-10-09
Duncker Streett & Co Inc
UNCHANGED6600%$304$320+$162026-10-27
Ascentis Wealth Management, LLC
NEW1—+1——$53—2026-11-03
Main Street Group, LTD
UNCHANGED1100%$51$53+$22026-10-28
Inscription Capital, LLC
CLOSED028,129-28,129-100%$1.4M$0-$1.4M2026-11-02
Commonwealth Financial Services, LLC
CLOSED09,401-9,401-100%$475.8K$0-$475.8K2026-10-20
Vise Technologies, Inc.
CLOSED05,694-5,694-100%$288.2K$0-$288.2K2026-10-29
Carlson Financial, Inc.
CLOSED05,171-5,171-100%$261.7K$0-$261.7K2026-11-05
HBW Advisory Services LLC
CLOSED04,893-4,893-100%$247.6K$0-$247.6K2026-10-15
Financial Partners Group, Inc
CLOSED04,881-4,881-100%$247.0K$0-$247.0K2026-10-19
Tempo Wealth, LLC
CLOSED04,309-4,309-100%$218.1K$0-$218.1K2026-10-14
Robinswood Financial LLC
CLOSED0224-224-100%$11.3K$0-$11.3K2026-10-20
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0124-124-100%$6.3K$0-$6.3K2026-10-14
Realta Investment Advisors
CLOSED0100-100-100%$5.1K$0-$5.1K2026-10-14
LifeSteps Financial, Inc.
CLOSED050-50-100%$2.5K$0-$2.5K2026-10-15
Spectrum Wealth Advisory Group, LLC
CLOSED027-27-100%$1.4K$0-$1.4K2026-10-29
Bank of America Corp
N/A—10,456,053-10,456,053-100%$529.2M———
Morgan Stanley
N/A—3,827,949-3,827,949-100%$193.7M———
Cetera Investment Advisers
N/A—1,688,335-1,688,335-100%$85.4M———
Raymond James Financial Inc
N/A—1,464,088-1,464,088-100%$74.1M———
Wells Fargo & Company
N/A—1,387,576-1,387,576-100%$70.2M———
Northwestern Mutual Wealth Management Co
N/A—1,130,959-1,130,959-100%$57.2M———
UBS Group AG
N/A—1,039,801-1,039,801-100%$52.6M———
Envestnet Asset Management Inc
N/A—877,842-877,842-100%$44.4M———
Jones Financial Companies Lllp
N/A—874,270-874,270-100%$44.3M———
Royal Bank of Canada
N/A—765,369-765,369-100%$38.7M———
Osaic Holdings, Inc.
N/A—761,637-761,637-100%$38.6M———
BlueStem Wealth Partners, LLC
N/A—672,950-672,950-100%$34.1M———
Rockefeller Capital Management L.P.
N/A—653,599-653,599-100%$33.1M———
Two Sigma Investments, LP
N/A—534,800-534,800-100%$27.1M———
Baird Financial Group, Inc.
N/A—479,839-479,839-100%$24.3M———
Compass Advisory Group LLC
N/A—416,688-416,688-100%$21.1M———
MML Investors Services, LLC
N/A—398,574-398,574-100%$20.2M———
Pacer Advisors, Inc.
N/A—382,401-382,401-100%$19.4M———
Ameriprise Financial Inc
N/A—374,892-374,892-100%$19.2M———
Stifel Financial Corp
N/A—370,691-370,691-100%$18.8M———
Goldman Sachs Group Inc
N/A—320,162-320,162-100%$16.2M———
Steward Partners Investment Advisory, LLC
N/A—302,908-302,908-100%$15.3M———
HighTower Advisors, LLC
N/A—263,396-263,396-100%$13.3M———
HHM Wealth Advisors, LLC
N/A—250,104-250,104-100%$12.7M———
NewEdge Advisors, LLC
N/A—169,045-169,045-100%$8.6M———
Private Advisor Group, LLC
N/A—163,095-163,095-100%$8.3M———
PSI Advisors, LLC
N/A—157,374-157,374-100%$8.0M———
Janney Montgomery Scott LLC
N/A—111,223-111,223-100%$5.6M———
Family Manage LLC
N/A—99,064-99,064-100%$5.0M———
National Bank of Canada
N/A—83,814-83,814-100%$4.2M———
Forefront Wealth Partners, LLC
N/A—83,261-83,261-100%$4.2M———
Equitable Holdings, Inc.
N/A—79,852-79,852-100%$4.0M———
Keystone Financial Services, LLC
N/A—72,227-72,227-100%$3.7M———
Susquehanna International Group, LLP
N/A—69,546-69,546-100%$3.5M———
Atlas Wealth LLC
N/A—69,036-69,036-100%$3.5M———
&partners
N/A—66,625-66,625-100%$3.4M———
Cassady Wealth & Retirement Planning, LLC
N/A—66,527-66,527-100%$3.4M———
Summit Financial, LLC
N/A—65,007-65,007-100%$3.3M———
Sanctuary Advisors, LLC
N/A—63,363-63,363-100%$3.2M———
Investor's Fiduciary Advisor Network, LLC
N/A—62,453-62,453-100%$3.2M———
Citadel Advisors LLC
N/A—62,259-62,259-100%$3.2M———
Captrust Financial Advisors
N/A—57,858-57,858-100%$2.9M———
Stratos Wealth Partners, Ltd.
N/A—54,515-54,515-100%$2.8M———
Arax Advisory Partners
N/A—54,504-54,504-100%$2.8M———
Caprock Group, LLC
N/A—52,811-52,811-100%$2.7M———
Gotham Asset Management, LLC
N/A—52,316-52,316-100%$2.6M———
Ausdal Financial Partners, Inc.
N/A—47,897-47,897-100%$2.4M———
Modern Wealth Management, LLC
N/A—46,300-46,300-100%$2.3M———
Cozad Asset Management Inc
N/A—45,628-45,628-100%$2.3M———
Geneos Wealth Management Inc.
N/A—45,413-45,413-100%$2.3M———
XTX Topco Ltd
N/A—44,736-44,736-100%$2.3M———
Benjamin Edwards Inc
N/A—43,250-43,250-100%$2.2M———
Blair William & Co
N/A—41,474-41,474-100%$2.1M———
Stratos Wealth Advisors, LLC
N/A—41,460-41,460-100%$2.1M———
IHT Wealth Management, LLC
N/A—40,944-40,944-100%$2.1M———
Drive Wealth Management, LLC
N/A—36,627-36,627-100%$1.9M———
Tower Research Capital LLC (TRC)
N/A—35,364-35,364-100%$1.8M———
Copia Wealth Management
N/A—35,125-35,125-100%$1.8M———
Global Retirement Partners, LLC
N/A—34,616-34,616-100%$1.8M———
Integrated Wealth Concepts LLC
N/A—34,376-34,376-100%$1.7M———
O'shaughnessy Asset Management, LLC
N/A—30,692-30,692-100%$1.6M———
Kingsview Wealth Management, LLC
N/A—30,591-30,591-100%$1.5M———
Beacon Pointe Advisors, LLC
N/A—30,358-30,358-100%$1.5M———
Harbour Investments, Inc.
N/A—27,981-27,981-100%$1.4M———
Western Wealth Management, LLC
N/A—26,182-26,182-100%$1.3M———
JPMorgan Chase & Co
N/A—24,230-24,230-100%$1.2M———
Natixis Advisors, LLC
N/A—24,195-24,195-100%$1.2M———
Principal Securities, Inc.
N/A—23,923-23,923-100%$1.2M———
Mitchell Mcleod Pugh & Williams Inc
N/A—23,485-23,485-100%$1.2M———
HighPoint Advisor Group LLC
N/A—22,161-22,161-100%$1.1M———
CMC Financial Group
N/A—21,831-21,831-100%$1.1M———
Transcend Capital Advisors, LLC
N/A—19,936-19,936-100%$1.0M———
Goldstone Financial Group, LLC
N/A—18,444-18,444-100%$933.5K———
Garden State Investment Advisory Services LLC
N/A—18,167-18,167-100%$919.4K———
Capital Analysts, LLC
N/A—17,669-17,669-100%$894.0K———
Mercer Global Advisors Inc
N/A—17,615-17,615-100%$891.5K———
Z3 Capital Partners, LLC
N/A—17,328-17,328-100%$877.0K———
Advisory Services Network, LLC
N/A—17,012-17,012-100%$861.0K———
Twin Peaks Wealth Advisors, LLC
N/A—16,994-16,994-100%$860.1K———
Glen Eagle Advisors, LLC
N/A—16,026-16,026-100%$811.1K———
WNY Asset Management, LLC
N/A—15,696-15,696-100%$794.4K———
Xcelsior Advisor Partners LLC
N/A—15,165-15,165-100%$767.5K———
EP Wealth Advisors, LLC
N/A—14,707-14,707-100%$744.3K———
Pinnacle Financial Partners, Inc.
N/A—13,939-13,939-100%$705.5K———
Belpointe Asset Management LLC
N/A—13,575-13,575-100%$687.1K———
Snowden Capital Advisors LLC
N/A—12,813-12,813-100%$648.5K———
Moneta Group Investment Advisors LLC
N/A—12,721-12,721-100%$643.8K———
Sankala Group LLC
N/A—12,070-12,070-100%$685.6K———
Stephens Inc
N/A—11,532-11,532-100%$583.7K———
Bank of Montreal
N/A—11,487-11,487-100%$581.4K———
Savvy Advisors, Inc.
N/A—11,459-11,459-100%$579.9K———
Oder Investment Management, LLC
N/A—11,396-11,396-100%$576.7K———
Thoroughbred Financial Services, LLC
N/A—10,756-10,756-100%$544.0K———
Centaurus Financial, Inc.
N/A—10,375-10,375-100%$525.0K———
Millstone Evans Group, LLC
N/A—10,362-10,362-100%$524.4K———
Foundations Investment Advisors, LLC
N/A—10,070-10,070-100%$509.6K———
FMR LLC
N/A—9,543-9,543-100%$483.0K———
Maridea Wealth Management LLC
N/A—9,475-9,475-100%$479.5K———
NewEdge Wealth, LLC
N/A—9,403-9,403-100%$475.9K———
Balyasny Asset Management L.P.
N/A—9,390-9,390-100%$475.2K———
Calton & Associates, Inc.
N/A—9,246-9,246-100%$468.0K———
Gladstone Institutional Advisory LLC
N/A—9,065-9,065-100%$458.8K———
Tripletail Wealth Management, LLC
N/A—8,865-8,865-100%$458.2K———
IF Advisors, LLC
N/A—8,850-8,850-100%$447.9K———
United Capital Financial Advisors, LLC
N/A—8,741-8,741-100%$442.7K———
Winning Points Advisors, LLC
N/A—8,509-8,509-100%$430.6K———
LaSalle St. Investment Advisors, LLC
N/A—8,242-8,242-100%$417.1K———
BFC Planning, Inc.
N/A—7,735-7,735-100%$391.5K———
Great Valley Advisor Group, Inc.
N/A—7,731-7,731-100%$391.6K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—7,700-7,700-100%$389.7K———
MAI Capital Management
N/A—7,453-7,453-100%$377.2K———
Ameriflex Group, Inc.
N/A—7,241-7,241-100%$366.5K———
Bravias Capital Group, LLC
N/A—7,228-7,228-100%$365.8K———
Runnymede Capital Advisors, Inc.
N/A—7,185-7,185-100%$363.6K———
World Investment Advisors
N/A—7,119-7,119-100%$319.6K———
Trexquant Investment LP
N/A—6,908-6,908-100%$349.6K———
Legacy Wealth Managment, LLC
N/A—6,825-6,825-100%$345.4K———
OneDigital Investment Advisors LLC
N/A—6,805-6,805-100%$344.4K———
Ameritas Advisory Services, LLC
N/A—6,787-6,787-100%$343.5K———
AQR Capital Management LLC
N/A—6,716-6,716-100%$339.9K———
West Michigan Advisors, LLC
N/A—6,552-6,552-100%$331.6K———
Tradition Wealth Management, LLC
N/A—6,497-6,497-100%$328.8K———
Arkadios Wealth Advisors
N/A—6,437-6,437-100%$325.8K———
Trustmark Bank Trust Department
N/A—6,395-6,395-100%$323.7K———
Mutual Advisors, LLC
N/A—6,217-6,217-100%$314.6K———
Waverly Advisors, LLC
N/A—5,913-5,913-100%$299.3K———
Leigh Baldwin & Co., LLC
N/A—5,635-5,635-100%$285.2K———
Focus Partners Wealth
N/A—5,613-5,613-100%$284.1K———
Gateway Wealth Partners, LLC
N/A—5,546-5,546-100%$280.7K———
Pine Valley Investments Ltd Liability Co
N/A—5,473-5,473-100%$277.0K———
BlackDiamond Wealth Management, LLC
N/A—5,353-5,353-100%$303.0K———
Ethos Financial Group, LLC
N/A—5,323-5,323-100%$269.4K———
AE Wealth Management LLC
N/A—5,199-5,199-100%$263.1K———
Keating Financial Advisory Services, Inc.
N/A—5,158-5,158-100%$261.0K———
Castle Wealth Management LLC
N/A—5,009-5,009-100%$253.5K———
Perennial Investment Advisors, LLC
N/A—4,994-4,994-100%$252.7K———
Invenomic Capital Management LP
N/A—4,822-4,822-100%$244.0K———
IFG Advisory, LLC
N/A—4,748-4,748-100%$240.3K———
GWN Securities Inc.
N/A—4,665-4,665-100%$236.1K———
Smith, Moore & Co.
N/A—4,610-4,610-100%$233.3K———
Intrepid Financial Planning Group LLC
N/A—4,416-4,416-100%$223.5K———
Two Sigma Securities, LLC
N/A—4,262-4,262-100%$215.7K———
PFG Investments, LLC
N/A—4,231-4,231-100%$214.1K———
Advisory Alpha, LLC
N/A—4,159-4,159-100%$210.5K———
Keystone Financial Group
N/A—4,071-4,071-100%$206.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—3,884-3,884-100%$196.6K———
Caldwell Sutter Capital, Inc.
N/A—3,654-3,654-100%$184.9K———
Anchor Investment Management, LLC
N/A—2,180-2,180-100%$110.3K———
Coppell Advisory Solutions LLC
N/A—1,559-1,559-100%$1.1M———
Colonial Trust Co / SC
N/A—1,000-1,000-100%$50.7K———
Nova Wealth Management, Inc.
N/A—960-960-100%$48.6K———
Pinnacle Holdings, LLC
N/A—898-898-100%$45.4K———
Mcguire Capital Advisors Inc
N/A—827-827-100%$41.9K———
Medallion Wealth Advisors, LLC
N/A—713-713-100%$36.1K———
Financial Gravity Companies, Inc.
N/A—510-510-100%$25.8K———
Rothschild Investment LLC
N/A—465-465-100%$23.5K———
Vanguard Advisers Inc
N/A—441-441-100%$22.3K———
Bogart Wealth, LLC
N/A—302-302-100%$15.3K———
Strategic Wealth Partners, Ltd.
N/A—294-294-100%$14.9K———
Regatta Research & Money Management
N/A—275-275-100%$13.9K———
Park Place Capital Corp
N/A—263-263-100%$13.3K———
Franklin Resources Inc
N/A—249-249-100%$12.6K———
IMA Advisory Services, Inc.
N/A—225-225-100%$11.4K———
BlackRock, Inc.
N/A—153-153-100%$7.7K———
Ancora Advisors LLCA
N/A—120-120-100%$6.1K———
Smartleaf Asset Management LLC
N/A—106-106-100%$5.4K———
TD Capital Management LLC
N/A—102-102-100%$5.1K———
Fiduciary Financial Advisors
N/A—62-62-100%$3.1K———
Aptus Capital Advisors, LLC
N/A—62-62-100%$3.1K———
Caitlin John, LLC
N/A—53-53-100%$2.7K———
Bartlett & Co. Wealth Management LLC
N/A—14-14-100%$709———
Whittier Trust Co of Nevada Inc
N/A—1-1-100%$52———
1 North Wealth Services LLC
N/A—00—$0———
Showing 419 of 419 institutions