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Pacer US Cash Cows 100 ETF (COWZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares17,419,447 from 17,650,702
Change-231,255 (-1%)
Value$1.2B (+$65.0M)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares2,826,031 from 3,133,164
Change-307,133 (-10%)
Value$188.7K (-$194.7M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares2,458,733 from 2,866,315
Change-407,582 (-14%)
Value$164.1M (-$14.1M)
Filed 2026-11-02
HighTower Advisors, LLC
DECREASED
Shares1,746,057 from 1,798,669
Change-52,612 (-3%)
Value$116.6M (+$4.7M)
Filed 2026-11-10
Kestra Advisory Services, LLC
INCREASED
Shares1,721,586 from 1,681,955
Change+39,631 (+2%)
Value$114.9M (+$10.3M)
Filed 2026-11-02
Evensky & Katz LLC
INCREASED
Shares858,699 from 850,580
Change+8,119 (+1%)
Value$57.3K (-$52.8M)
Filed 2026-10-27
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares847,024 from 826,966
Change+20,058 (+2%)
Value$58.3M (+$5.4M)
Filed 2026-10-13
Capital Asset Advisory Services LLC
DECREASED
Shares804,543 from 991,806
Change-187,263 (-19%)
Value$57.7M (-$3.9M)
Filed 2026-10-30
AlphaCore Capital LLC
INCREASED
Shares692,337 from 654,555
Change+37,782 (+6%)
Value$46.2M (+$5.5M)
Filed 2026-11-04
D.A. Davidson & Co.
DECREASED
Shares647,315 from 675,135
Change-27,820 (-4%)
Value$43.2M (+$1.2M)
Filed 2026-10-28
Truist Financial Corp
INCREASED
Shares642,581 from 597,826
Change+44,755 (+7%)
Value$42.9M (+$5.7M)
Filed 2026-10-30
Provident Wealth Management, LLC
DECREASED
Shares605,034 from 831,000
Change-225,966 (-27%)
Value$40.4M (-$11.3M)
Filed 2026-10-20
Citigroup Inc
DECREASED
Shares574,039 from 601,502
Change-27,463 (-5%)
Value$38.3M (+$909.4K)
Filed 2026-11-04
Great Valley Advisor Group, Inc.
INCREASED
Shares529,988 from 526,142
Change+3,846 (+1%)
Value$35.4M (+$2.7M)
Filed 2026-11-09
EverSource Wealth Advisors, LLC
DECREASED
Shares500,875 from 510,235
Change-9,360 (-2%)
Value$33.4M (+$1.7M)
Filed 2026-11-04
Matauro, LLC
INCREASED
Shares455,763 from 433,819
Change+21,944 (+5%)
Value$30.4M (+$3.4M)
Filed 2026-11-03
Certified Advisory Corp
INCREASED
Shares455,644 from 447,890
Change+7,754 (+2%)
Value$30.4M (+$2.6M)
Filed 2026-10-29
Harbour Investments, Inc.
DECREASED
Shares426,917 from 490,316
Change-63,399 (-13%)
Value$28.5M (-$2.0M)
Filed 2026-11-09
Paragon Capital Management Ltd
INCREASED
Shares410,799 from 410,235
Change+564 (+0%)
Value$27.4M (+$1.9M)
Filed 2026-10-09
Wiser Wealth Management, Inc
INCREASED
Shares409,386 from 400,271
Change+9,115 (+2%)
Value$27.3M (+$2.4M)
Filed 2026-10-14
Aprio Wealth Management, LLC
DECREASED
Shares402,863 from 670,801
Change-267,938 (-40%)
Value$26.9M (-$14.8M)
Filed 2026-10-28
Decker Wealth Management LLC
INCREASED
Shares363,074 from 360,738
Change+2,336 (+1%)
Value$24.2M (+$1.8M)
Filed 2026-10-09
Wilmington Savings Fund Society, FSB
DECREASED
Shares339,145 from 365,032
Change-25,887 (-7%)
Value$22.6M (-$63.7K)
Filed 2026-10-23
Independent Financial Group, LLC
INCREASED
Shares334,981 from 325,573
Change+9,408 (+3%)
Value$22.4M (+$2.1M)
Filed 2026-10-13
Kestra Private Wealth Services, LLC
DECREASED
Shares334,025 from 409,956
Change-75,931 (-19%)
Value$22.3M (-$3.2M)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
INCREASED
Shares333,762 from 315,772
Change+17,990 (+6%)
Value$22.3M (+$2.6M)
Filed 2026-10-16
Wealthcare Advisory Partners LLC
DECREASED
Shares320,003 from 595,665
Change-275,662 (-46%)
Value$21.4M (-$15.7M)
Filed 2026-10-21
Creative Financial Designs Inc
INCREASED
Shares312,777 from 303,930
Change+8,847 (+3%)
Value$20.9M (+$2.0M)
Filed 2026-11-04
J.W. Cole Advisors, Inc.
DECREASED
Shares312,090 from 312,168
Change-78 (0%)
Value$20.8M (+$1.4M)
Filed 2026-11-05
Financial Security Advisor, Inc.
DECREASED
Shares311,230 from 323,644
Change-12,414 (-4%)
Value$20.8M (+$647.1K)
Filed 2026-11-03
Inlight Wealth Management, LLC
INCREASED
Shares310,402 from 302,004
Change+8,398 (+3%)
Value$20.7M (+$1.9M)
Filed 2026-10-21
Madrona Financial Services, LLC
INCREASED
Shares307,138 from 271,854
Change+35,284 (+13%)
Value$20.5M (+$3.6M)
Filed 2026-10-23
Wealth Group Ltd
DECREASED
Shares306,196 from 308,884
Change-2,688 (-1%)
Value$20.7M (+$1.5M)
Filed 2026-10-07
Merit Financial Group, LLC
INCREASED
Shares295,181 from 123,744
Change+171,437 (+139%)
Value$19.7M (+$12.0M)
Filed 2026-11-06
Cyr Financial Inc.
INCREASED
Shares294,565 from 272,864
Change+21,701 (+8%)
Value$19.7M (+$2.7M)
Filed 2026-10-16
GLR Partners, LLC
INCREASED
Shares288,796 from 285,169
Change+3,627 (+1%)
Value$19.3M (+$1.5M)
Filed 2026-11-04
Thoroughbred Financial Services, LLC
DECREASED
Shares280,181 from 310,038
Change-29,857 (-10%)
Value$18.7K (-$19.3M)
Filed 2026-11-09
Clay Northam Wealth Management, LLC
INCREASED
Shares279,327 from 276,239
Change+3,088 (+1%)
Value$18.6M (+$1.5M)
Filed 2026-10-13
Oppenheimer & Co Inc
DECREASED
Shares277,057 from 296,379
Change-19,322 (-7%)
Value$18.5M (+$61.6K)
Filed 2026-10-26
Compound Planning, Inc.
DECREASED
Shares269,059 from 279,729
Change-10,670 (-4%)
Value$18.0M (+$563.3K)
Filed 2026-11-09
Foster Victor Wealth Advisors, LLC
INCREASED
Shares259,760 from 258,601
Change+1,159 (+0%)
Value$18.2M (+$1.7M)
Filed 2026-10-21
Intelligence Driven Advisers, LLC
DECREASED
Shares253,437 from 257,792
Change-4,355 (-2%)
Value$16.9M (+$884.8K)
Filed 2026-10-09
Geneos Wealth Management Inc.
INCREASED
Shares249,307 from 249,075
Change+232 (+0%)
Value$16.6M (+$1.2M)
Filed 2026-11-09
Plan Group Financial, LLC
DECREASED
Shares248,130 from 249,803
Change-1,673 (-1%)
Value$17.6M (+$2.1M)
Filed 2026-10-22
Thrivent Financial for Lutherans
INCREASED
Shares247,887 from 240,738
Change+7,149 (+3%)
Value$16.5K (-$15.0M)
Filed 2026-11-05
MGO One Seven LLC
DECREASED
Shares246,898 from 248,255
Change-1,357 (-1%)
Value$16.5M (+$1.0M)
Filed 2026-10-28
Longview Financial Advisors, Inc.
INCREASED
Shares234,257 from 232,491
Change+1,766 (+1%)
Value$15.6M (+$1.2M)
Filed 2026-10-09
Fifth Third Bancorp
INCREASED
Shares215,927 from 215,409
Change+518 (+0%)
Value$14.4M (+$1.0M)
Filed 2026-11-05
Sylvest Advisors, LLC
DECREASED
Shares212,419 from 218,057
Change-5,638 (-3%)
Value$14.2M (+$618.0K)
Filed 2026-10-26
XML Financial, LLC
INCREASED
Shares210,398 from 208,239
Change+2,159 (+1%)
Value$14.0M (+$1.1M)
Filed 2026-10-29
Level Four Advisory Services, LLC
DECREASED
Shares208,301 from 226,228
Change-17,927 (-8%)
Value$13.9M (-$165.2K)
Filed 2026-11-06
GEN Financial Management, Inc.
DECREASED
Shares199,445 from 200,543
Change-1,098 (-1%)
Value$13.3M (+$841.2K)
Filed 2026-10-13
Davenport & Co LLC
INCREASED
Shares196,780 from 178,046
Change+18,734 (+11%)
Value$13.1M (+$2.1M)
Filed 2026-10-14
Sigma Planning Corp
DECREASED
Shares194,160 from 229,879
Change-35,719 (-16%)
Value$12.8M (-$1.5M)
Filed 2026-10-23
Prospera Financial Services Inc
INCREASED
Shares190,715 from 181,726
Change+8,989 (+5%)
Value$13.6M (+$2.3M)
Filed 2026-11-04
Ballast, Inc.
DECREASED
Shares189,446 from 195,254
Change-5,808 (-3%)
Value$12.6M (+$502.6K)
Filed 2026-10-20
Financial Partners Group, Inc
DECREASED
Shares186,071 from 200,033
Change-13,962 (-7%)
Value$12.4M (-$20.0K)
Filed 2026-10-19
Navigation Group, LLC
DECREASED
Shares185,635 from 188,936
Change-3,301 (-2%)
Value$12.4M (+$641.1K)
Filed 2026-10-28
Benchmark Financial Wealth Advisors, LLC
INCREASED
Shares184,654 from 181,078
Change+3,576 (+2%)
Value$12.3M (+$1.1M)
Filed 2026-10-20
Investment Advisory Services Inc
INCREASED
Shares183,335 from 179,806
Change+3,529 (+2%)
Value$12.2M (+$1.1M)
Filed 2026-10-27
Fiduciary Alliance LLC
INCREASED
Shares182,408 from 154,333
Change+28,075 (+18%)
Value$12.2M (+$2.6M)
Filed 2026-10-13
HBW Advisory Services LLC
DECREASED
Shares180,368 from 272,584
Change-92,216 (-34%)
Value$12.0M (-$4.9M)
Filed 2026-10-15
Csenge Advisory Group
DECREASED
Shares177,072 from 181,944
Change-4,872 (-3%)
Value$11.8M (+$504.4K)
Filed 2026-11-04
PTM Wealth Management, LLC
INCREASED
Shares175,693 from 172,171
Change+3,522 (+2%)
Value$11.9M (+$760.9K)
Filed 2026-10-23
Beacon Investment Advisory Services, Inc.
INCREASED
Shares174,651 from 163,990
Change+10,661 (+7%)
Value$11.7M (+$1.5M)
Filed 2026-10-13
Mainsail Financial Group, LLC
DECREASED
Shares173,181 from 181,672
Change-8,491 (-5%)
Value$11.6M (+$261.6K)
Filed 2026-10-23
Lighthouse Wealth Management Inc.
INCREASED
Shares170,309 from 168,212
Change+2,097 (+1%)
Value$11.4M (+$907.0K)
Filed 2026-10-13
Tamar Securities, LLC
INCREASED
Shares169,397 from 153,384
Change+16,013 (+10%)
Value$11.3M (+$1.8M)
Filed 2026-11-03
HUB Investment Partners, LLC
DECREASED
Shares168,968 from 169,212
Change-244 (0%)
Value$11.3M (+$755.3K)
Filed 2026-11-03
Burns Matteson Capital Management, LLC
DECREASED
Shares168,832 from 173,151
Change-4,319 (-2%)
Value$11.3M (+$501.2K)
Filed 2026-10-16
Accordant Advisory Group Inc
DECREASED
Shares168,631 from 170,545
Change-1,914 (-1%)
Value$11.3M (+$649.9K)
Filed 2026-10-29
Endowment Wealth Management, Inc.
INCREASED
Shares160,472 from 146,141
Change+14,331 (+10%)
Value$10.7M (+$1.6M)
Filed 2026-11-03
Verus Capital Partners, LLC
DECREASED
Shares159,474 from 209,559
Change-50,085 (-24%)
Value$10.6M (-$2.4M)
Filed 2026-11-03
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares159,041 from 169,603
Change-10,562 (-6%)
Value$10.6M (+$68.3K)
Filed 2026-11-04
Cora Capital Advisors LLC
DECREASED
Shares158,763 from 163,213
Change-4,450 (-3%)
Value$10.6M (+$447.2K)
Filed 2026-11-02
Fermata Advisors, LLC
DECREASED
Shares158,703 from 183,265
Change-24,562 (-13%)
Value$10.6M (-$804.1K)
Filed 2026-10-13
Parcion Private Wealth LLC
INCREASED
Shares157,174 from 153,570
Change+3,604 (+2%)
Value$10.5M (+$940.8K)
Filed 2026-10-28
Markowski Investments
INCREASED
Shares151,833 from 148,707
Change+3,126 (+2%)
Value$10.1M (+$886.8K)
Filed 2026-10-30
Avid Wealth Partners LLC
NEW
Shares150,464
Change+150,464
Value$10.0M
Filed 2026-11-03
Altus Wealth Group LLC
DECREASED
Shares149,478 from 156,643
Change-7,165 (-5%)
Value$10.0M (+$236.0K)
Filed 2026-10-20
Ted Buchan & Co
DECREASED
Shares144,449 from 146,564
Change-2,115 (-1%)
Value$9.6M (+$527.2K)
Filed 2026-10-23
Winter & Associates, Inc.
INCREASED
Shares138,729 from 130,809
Change+7,920 (+6%)
Value$9.9M (+$1.7M)
Filed 2026-10-23
VestGen Advisors, LLC
DECREASED
Shares136,670 from 140,952
Change-4,282 (-3%)
Value$9.1M (+$356.9K)
Filed 2026-10-27
Onyx Bridge Wealth Group LLC
DECREASED
Shares135,011 from 137,576
Change-2,565 (-2%)
Value$9.0M (+$456.1K)
Filed 2026-10-16
Guilbault Capital LLC
DECREASED
Shares133,395 from 137,557
Change-4,162 (-3%)
Value$8.9M (+$349.4K)
Filed 2026-10-28
Nwam LLC
INCREASED
Shares123,000 from 101,524
Change+21,476 (+21%)
Value$8.2M (+$1.9M)
Filed 2026-11-09
IFP Advisors, Inc
DECREASED
Shares121,316 from 121,969
Change-653 (-1%)
Value$8.1M (+$512.6K)
Filed 2026-10-16
First Heartland Consultants, Inc.
INCREASED
Shares119,526 from 113,021
Change+6,505 (+6%)
Value$8.0M (+$949.6K)
Filed 2026-10-08
Q3 Asset Management
NEW
Shares116,330
Change+116,330
Value$8.4K
Filed 2026-11-06
Park Avenue Securities LLC
DECREASED
Shares116,128 from 143,210
Change-27,082 (-19%)
Value$7.8K (-$8.9M)
Filed 2026-10-26
Fearless Solutions, LLC dba Best Invest
INCREASED
Shares115,817 from 113,571
Change+2,246 (+2%)
Value$7.7M (+$667.8K)
Filed 2026-10-14
American Financial & TAX Strategies Inc
INCREASED
Shares110,514 from 110,207
Change+307 (+0%)
Value$7.4M (+$523.1K)
Filed 2026-10-16
Tableaux LLC
INCREASED
Shares110,189 from 110,026
Change+163 (+0%)
Value$7.4M (+$512.6K)
Filed 2026-10-23
RVW Wealth, LLC
DECREASED
Shares109,419 from 111,783
Change-2,364 (-2%)
Value$7.3M (+$351.9K)
Filed 2026-10-06
Moneco Advisors, LLC
DECREASED
Shares107,946 from 117,450
Change-9,504 (-8%)
Value$7.2M (-$99.0K)
Filed 2026-11-05
Procyon Advisors, LLC
DECREASED
Shares106,177 from 120,910
Change-14,733 (-12%)
Value$7.1M (-$432.2K)
Filed 2026-10-21
Strategic Blueprint, LLC
DECREASED
Shares104,295 from 131,945
Change-27,650 (-21%)
Value$7.0M (-$1.2M)
Filed 2026-10-22
Intrua Financial, LLC
INCREASED
Shares103,561 from 102,582
Change+979 (+1%)
Value$6.9M (+$533.1K)
Filed 2026-10-28
Cerro Pacific Wealth Advisors LLC
INCREASED
Shares101,798 from 94,612
Change+7,186 (+8%)
Value$6.8M (+$911.1K)
Filed 2026-10-22
Schear Investment Advisers, LLC
NEW
Shares100,476
Change+100,476
Value$6.7M
Filed 2026-10-14
Tempo Wealth, LLC
DECREASED
Shares100,476 from 102,919
Change-2,443 (-2%)
Value$6.7M (+$306.2K)
Filed 2026-10-14
Fortune Financial Group, Inc.
INCREASED
Shares99,992 from 93,919
Change+6,073 (+6%)
Value$6.7M (+$833.7K)
Filed 2026-10-22
Moors & Cabot, Inc.
DECREASED
Shares99,148 from 103,209
Change-4,061 (-4%)
Value$6.6M (+$199.5K)
Filed 2026-11-06
Northbridge Financial Group, LLC
INCREASED
Shares99,100 from 96,968
Change+2,132 (+2%)
Value$6.7M (+$699.4K)
Filed 2026-11-05
Tandem Investment Partners LLC
DECREASED
Shares97,169 from 98,477
Change-1,308 (-1%)
Value$6.5M (+$361.7K)
Filed 2026-10-16
Retirement Planning Group, LLC
DECREASED
Shares94,179 from 97,302
Change-3,123 (-3%)
Value$6.3M (+$235.2K)
Filed 2026-10-19
Peak Financial Advisors LLC
INCREASED
Shares93,800 from 36,053
Change+57,747 (+160%)
Value$6.3M (+$4.0M)
Filed 2026-10-28
Anson Capital, Inc.
DECREASED
Shares93,258 from 103,535
Change-10,277 (-10%)
Value$6.2M (-$214.0K)
Filed 2026-10-23
EPG Wealth Management LLC
INCREASED
Shares91,091 from 90,177
Change+914 (+1%)
Value$6.1M (+$472.2K)
Filed 2026-11-03
BCS Wealth Management
INCREASED
Shares89,540 from 83,108
Change+6,432 (+8%)
Value$6.0M (+$808.4K)
Filed 2026-11-03
LifeWealth Investments, LLC
INCREASED
Shares89,158 from 86,052
Change+3,106 (+4%)
Value$6.0M (+$599.7K)
Filed 2026-10-21
Prota Financial, LLC
DECREASED
Shares88,581 from 88,973
Change-392 (0%)
Value$6.0M (+$405.9K)
Filed 2026-10-08
Cathy Pareto & Associates, Inc
DECREASED
Shares87,809 from 92,053
Change-4,244 (-5%)
Value$5.9M (+$136.0K)
Filed 2026-10-15
Y-Intercept (Hong Kong) Ltd
NEW
Shares86,877
Change+86,877
Value$5.8M
Filed 2026-10-16
Chicago Partners Investment Group LLC
DECREASED
Shares81,700 from 91,695
Change-9,995 (-11%)
Value$5.8M (-$31.0K)
Filed 2026-10-27
HighPoint Advisor Group LLC
DECREASED
Shares81,307 from 81,995
Change-688 (-1%)
Value$5.4M (+$327.9K)
Filed 2026-11-09
Lunt Capital Management, Inc.
INCREASED
Shares81,080 from 79,756
Change+1,324 (+2%)
Value$5.4M (+$452.1K)
Filed 2026-10-30
BNB Wealth Management, LLC
INCREASED
Shares80,790 from 10,629
Change+70,161 (+660%)
Value$5.4M (+$4.7M)
Filed 2026-10-28
Wedbush Securities Inc
INCREASED
Shares80,269 from 78,983
Change+1,286 (+2%)
Value$5.4K (-$4.9M)
Filed 2026-10-22
WealthPlan Investment Management, LLC
DECREASED
Shares78,603 from 92,925
Change-14,322 (-15%)
Value$5.2M (-$532.4K)
Filed 2026-10-15
Strategic Family Wealth Counselors, L.L.C.
DECREASED
Shares77,802 from 78,004
Change-202 (0%)
Value$5.2M (+$342.2K)
Filed 2026-10-29
Davis Investment Partners, LLC
INCREASED
Shares77,333 from 59,254
Change+18,079 (+31%)
Value$5.2M (+$1.5M)
Filed 2026-11-05
Bedel Financial Consulting, Inc.
DECREASED
Shares76,919 from 77,445
Change-526 (-1%)
Value$5.1M (+$318.0K)
Filed 2026-11-06
Signature Estate & Investment Advisors LLC
INCREASED
Shares76,504 from 75,732
Change+772 (+1%)
Value$5.1M (+$396.9K)
Filed 2026-10-13
Lodestone Wealth Management LLC
INCREASED
Shares76,443 from 72,736
Change+3,707 (+5%)
Value$5.1M (+$579.1K)
Filed 2026-10-14
PFG Advisors
DECREASED
Shares73,499 from 82,099
Change-8,600 (-10%)
Value$4.9M (-$199.8K)
Filed 2026-10-16
Bullock Wealth Management Group
INCREASED
Shares73,128 from 65,962
Change+7,166 (+11%)
Value$4.9M (+$805.2K)
Filed 2026-10-09
ODonnell Financial Services, LLC
INCREASED
Shares72,742 from 71,550
Change+1,192 (+2%)
Value$4.9M (+$405.8K)
Filed 2026-11-09
Clarus Wealth Advisors
DECREASED
Shares72,529 from 107,133
Change-34,604 (-32%)
Value$5.0M (-$1.8M)
Filed 2026-10-13
Cyndeo Wealth Partners, LLC
DECREASED
Shares72,508 from 75,435
Change-2,927 (-4%)
Value$4.8M (+$148.6K)
Filed 2026-10-16
Elevation Capital Advisory, LLC
NEW
Shares72,444
Change+72,444
Value$4.8M
Filed 2026-10-29
Unique Wealth, LLC
DECREASED
Shares71,893 from 73,606
Change-1,713 (-2%)
Value$4.8M (+$221.3K)
Filed 2026-10-16
Fagan Associates, Inc.
DECREASED
Shares70,560 from 72,833
Change-2,273 (-3%)
Value$4.7M (+$180.4K)
Filed 2026-10-13
RiverTree Advisors, LLC
DECREASED
Shares70,520 from 70,735
Change-215 (0%)
Value$4.7M (+$308.2K)
Filed 2026-10-13
Money Concepts Capital Corp
INCREASED
Shares69,819 from 56,373
Change+13,446 (+24%)
Value$4.7M (+$1.2M)
Filed 2026-11-06
Commerce Advisors, LLC
DECREASED
Shares67,345 from 68,685
Change-1,340 (-2%)
Value$4.5M (+$223.8K)
Filed 2026-10-19
BIP Wealth, LLC
INCREASED
Shares67,339 from 3,827
Change+63,512 (+1660%)
Value$4.5M (+$4.3M)
Filed 2026-10-22
Belpointe Asset Management LLC
INCREASED
Shares67,098 from 44,773
Change+22,325 (+50%)
Value$4.5M (+$1.7M)
Filed 2026-11-09
Symphony Financial Services, Inc.
INCREASED
Shares66,845 from 65,722
Change+1,123 (+2%)
Value$4.5M (+$374.7K)
Filed 2026-11-09
Post Resch Tallon Group Inc.
INCREASED
Shares65,472 from 63,735
Change+1,737 (+3%)
Value$4.4M (+$406.6K)
Filed 2026-10-09
Financial Guidance Group, Inc.
DECREASED
Shares65,245 from 67,598
Change-2,353 (-3%)
Value$4.4M (+$151.2K)
Filed 2026-10-21
Elevation Point Wealth Partners, LLC
DECREASED
Shares65,163 from 70,208
Change-5,045 (-7%)
Value$4.4M (+$33.3K)
Filed 2026-11-05
ARQ Wealth Advisors, LLC
DECREASED
Shares64,274 from 64,379
Change-105 (0%)
Value$4.3M (+$146.3K)
Filed 2026-10-29
Brookstone Capital Management
INCREASED
Shares63,661 from 60,060
Change+3,601 (+6%)
Value$4.3M (+$514.2K)
Filed 2026-10-22
Planning Strategies Inc.
DECREASED
Shares62,743 from 63,236
Change-493 (-1%)
Value$4.2M (+$255.4K)
Filed 2026-10-02
Vavra Capital Management, LLC
INCREASED
Shares61,493 from 45,978
Change+15,515 (+34%)
Value$4.1M (+$1.2M)
Filed 2026-10-14
Madison Park Capital Advisors, LLC
INCREASED
Shares60,494 from 4,985
Change+55,509 (+1114%)
Value$4.0M (+$367.5K)
Filed 2026-10-28
Farther Finance Advisors, LLC
DECREASED
Shares60,433 from 62,299
Change-1,866 (-3%)
Value$4.0M (+$157.3K)
Filed 2026-10-08
Bank of New York Mellon Corp
INCREASED
Shares59,020 from 58,550
Change+470 (+1%)
Value$3.9M (+$298.3K)
Filed 2026-11-05
Allworth Financial LP
INCREASED
Shares57,345 from 56,952
Change+393 (+1%)
Value$3.6M (+$24.5K)
Filed 2026-11-06
Savant Capital, LLC
DECREASED
Shares57,316 from 57,972
Change-656 (-1%)
Value$3.8M (+$217.9K)
Filed 2026-11-06
First Premier Bank
INCREASED
Shares57,206 from 56,263
Change+943 (+2%)
Value$3.8K (+$321)
Filed 2026-10-13
Blue Trust, Inc.
INCREASED
Shares57,096 from 1,719
Change+55,377 (+3221%)
Value$3.8M (+$3.7M)
Filed 2026-10-15
Fairscale Capital, LLC
DECREASED
Shares56,959 from 57,316
Change-357 (-1%)
Value$4.1M (+$500.1K)
Filed 2026-11-04
Perigon Wealth Management, LLC
DECREASED
Shares56,778 from 58,132
Change-1,354 (-2%)
Value$3.8M (+$174.7K)
Filed 2026-10-22
Team Financial Group, LLC
DECREASED
Shares56,485 from 88,574
Change-32,089 (-36%)
Value$3.8M (-$1.7M)
Filed 2026-10-30
TrueWealth Advisors, LLC
INCREASED
Shares55,778 from 54,242
Change+1,536 (+3%)
Value$3.7M (+$349.9K)
Filed 2026-10-09
Davidson Kahn Capital Management, LLC
INCREASED
Shares55,720 from 39,952
Change+15,768 (+39%)
Value$3.7M (+$1.2M)
Filed 2026-10-26
Golden State Wealth Management, LLC
DECREASED
Shares55,629 from 58,836
Change-3,207 (-5%)
Value$3.7M (+$54.2K)
Filed 2026-11-02
WealthPLAN Partners, LLC
DECREASED
Shares55,628 from 67,733
Change-12,105 (-18%)
Value$3.7M (-$499.2K)
Filed 2026-10-15
One Plus One Wealth Management, LLC
INCREASED
Shares55,096 from 53,925
Change+1,171 (+2%)
Value$3.7M (+$324.1K)
Filed 2026-10-16
Cornerstone Wealth Management, LLC
INCREASED
Shares55,065 from 52,951
Change+2,114 (+4%)
Value$3.7M (+$382.6K)
Filed 2026-11-04
Waycross Investment Management Co
INCREASED
Shares53,125 from 46,440
Change+6,685 (+14%)
Value$3.5M (+$658.1K)
Filed 2026-10-14
Petros Family Wealth, LLC
DECREASED
Shares52,050 from 54,403
Change-2,353 (-4%)
Value$3.5M (+$91.0K)
Filed 2026-10-28
Valtinson Bruner Financial Planning LLC
DECREASED
Shares51,723 from 53,399
Change-1,676 (-3%)
Value$3.5M (+$131.6K)
Filed 2026-11-02
Virginia Estate & Retirement Planning Advisors Inc.
NEW
Shares51,076
Change+51,076
Value$3.4M
Filed 2026-10-14
Smith Thornton Advisors LLC
INCREASED
Shares50,152 from 48,616
Change+1,536 (+3%)
Value$3.3M (+$211.0K)
Filed 2026-10-16
Stillwater Wealth Management Group
INCREASED
Shares49,060 from 16,298
Change+32,762 (+201%)
Value$3.3M (+$2.3M)
Filed 2026-10-21
James T. Borello RIA
INCREASED
Shares48,381 from 42,095
Change+6,286 (+15%)
Value$3.2M (+$611.6K)
Filed 2026-10-16
Tactive Advisors, LLC
INCREASED
Shares48,253 from 20,524
Change+27,729 (+135%)
Value$3.2M (+$1.9M)
Filed 2026-10-08
Signature Equity Partners, LLC
INCREASED
Shares47,690 from 24,023
Change+23,667 (+99%)
Value$3.2M (+$1.7M)
Filed 2026-10-29
Valmark Advisers, Inc.
INCREASED
Shares47,220 from 46,564
Change+656 (+1%)
Value$3.2M (+$256.1K)
Filed 2026-11-06
Creative Planning
INCREASED
Shares46,990 from 39,732
Change+7,258 (+18%)
Value$3.1M (+$665.8K)
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares46,892 from 41,468
Change+5,424 (+13%)
Value$3.1M (+$551.2K)
Filed 2026-10-15
Firestone Capital Management
INCREASED
Shares46,836 from 46,798
Change+38 (+0%)
Value$3.1M (+$215.9K)
Filed 2026-11-03
Simon Quick Advisors, LLC
INCREASED
Shares46,706 from 46,547
Change+159 (+0%)
Value$3.1M (+$222.8K)
Filed 2026-10-26
Pine Valley Investments Ltd Liability Co
DECREASED
Shares45,710 from 47,369
Change-1,659 (-3%)
Value$3.1M (+$105.3K)
Filed 2026-11-09
Flagship Harbor Advisors, LLC
DECREASED
Shares45,450 from 48,240
Change-2,790 (-6%)
Value$3.0M (+$33.8K)
Filed 2026-10-26
IFG Advisory, LLC
INCREASED
Shares45,144 from 42,961
Change+2,183 (+5%)
Value$3.0M (+$341.6K)
Filed 2026-11-09
Heritage Wealth Management, Inc.
INCREASED
Shares44,645 from 35,251
Change+9,394 (+27%)
Value$3.0M (+$787.9K)
Filed 2026-10-28
AlTi Global, Inc.
UNCHANGED
Shares44,609 from 44,609
Change0 (0%)
Value$3.0M (+$191.2K)
Filed 2026-11-09
Proactive Wealth Strategies LLC
DECREASED
Shares44,588 from 45,329
Change-741 (-2%)
Value$3.0M (+$157.1K)
Filed 2026-11-09
Paragon Private Wealth Management, LLC
DECREASED
Shares44,394 from 46,948
Change-2,554 (-5%)
Value$3.0M (+$43.6K)
Filed 2026-10-20
Apollon Financial, LLC
INCREASED
Shares43,715 from 42,089
Change+1,626 (+4%)
Value$2.9M (+$300.4K)
Filed 2026-10-23
International Assets Investment Management, LLC
INCREASED
Shares42,956 from 35,129
Change+7,827 (+22%)
Value$2.9M (+$700.1K)
Filed 2026-11-02
Ascentis Independent Advisors
NEW
Shares42,567
Change+42,567
Value$2.8M
Filed 2026-11-03
Fortis Group Advisors, LLC
DECREASED
Shares41,364 from 44,260
Change-2,896 (-7%)
Value$3.0M (+$199.1K)
Filed 2026-11-06
Collaborative Wealth Managment Inc.
NEW
Shares41,228
Change+41,228
Value$2.8M
Filed 2026-11-06
Ellis Investment Partners, LLC
DECREASED
Shares39,952 from 40,644
Change-692 (-2%)
Value$2.7M (+$139.1K)
Filed 2026-10-21
Focus Financial Network, Inc.
INCREASED
Shares39,842 from 36,917
Change+2,925 (+8%)
Value$2.7M (+$363.6K)
Filed 2026-10-14
JBR Co Financial Management Inc
DECREASED
Shares39,714 from 40,454
Change-740 (-2%)
Value$2.5M (-$23.4K)
Filed 2026-10-13
Western Wealth Management, LLC
DECREASED
Shares38,370 from 38,804
Change-434 (-1%)
Value$2.6M (+$148.0K)
Filed 2026-11-09
Clear Creek Financial Management, LLC
DECREASED
Shares38,307 from 123,795
Change-85,488 (-69%)
Value$2.6M (-$5.1M)
Filed 2026-10-28
High Net Worth Advisory Group LLC
DECREASED
Shares38,073 from 38,274
Change-201 (-1%)
Value$2.5M (+$161.1K)
Filed 2026-10-26
Copper Harbor Investment Advisors, LLC
INCREASED
Shares37,885 from 37,701
Change+184 (+0%)
Value$2.5M (+$184.2K)
Filed 2026-10-16
Traphagen Investment Advisors LLC
DECREASED
Shares37,418 from 45,474
Change-8,056 (-18%)
Value$2.5M (-$330.5K)
Filed 2026-10-14
McKinley Carter Wealth Services, Inc.
DECREASED
Shares37,393 from 38,431
Change-1,038 (-3%)
Value$2.5M (+$105.9K)
Filed 2026-10-16
Leavell Investment Management, Inc.
INCREASED
Shares37,271 from 35,534
Change+1,737 (+5%)
Value$2.5M (+$278.0K)
Filed 2026-11-09
J2 Capital Management Inc
INCREASED
Shares36,406 from 34,036
Change+2,370 (+7%)
Value$2.4M (+$313.4K)
Filed 2026-10-19
Wilkerson Advisory Group LLC
DECREASED
Shares36,377 from 36,702
Change-325 (-1%)
Value$2.4M (+$145.6K)
Filed 2026-10-20
Atlas Wealth Partners, LLC
DECREASED
Shares35,927 from 36,006
Change-79 (0%)
Value$2.4M (+$158.9K)
Filed 2026-11-03
Investment Partners Asset Management, Inc.
INCREASED
Shares34,905 from 28,794
Change+6,111 (+21%)
Value$2.3M (+$539.3K)
Filed 2026-10-09
Compass Financial Management LLC
DECREASED
Shares34,476 from 43,208
Change-8,732 (-20%)
Value$2.3M (-$533.7K)
Filed 2026-10-30
Americana Partners, LLC
UNCHANGED
Shares33,936 from 33,936
Change0 (0%)
Value$2.3M (+$154.7K)
Filed 2026-10-28
Moneywise, Inc.
DECREASED
Shares33,844 from 56,813
Change-22,969 (-40%)
Value$2.3M (-$1.3M)
Filed 2026-10-30
QTR Family Wealth, LLC
DECREASED
Shares33,628 from 33,729
Change-101 (0%)
Value$2.2M (+$147.0K)
Filed 2026-11-02
Compass Ion Advisors, LLC
INCREASED
Shares33,528 from 33,024
Change+504 (+2%)
Value$2.2M (+$184.2K)
Filed 2026-10-23
Nations Financial Group Inc,
DECREASED
Shares33,183 from 94,936
Change-61,753 (-65%)
Value$2.2M (-$3.7M)
Filed 2026-11-05
Stapp Wealth Management, Pllc
DECREASED
Shares32,782 from 32,887
Change-105 (0%)
Value$2.2M (+$143.0K)
Filed 2026-10-15
Evolution Wealth Advisors, LLC
DECREASED
Shares31,833 from 32,833
Change-1,000 (-3%)
Value$2.1M (+$83.0K)
Filed 2026-11-03
OFC Financial Planning, LLC
INCREASED
Shares31,681 from 30,730
Change+951 (+3%)
Value$2.1M (+$203.6K)
Filed 2026-11-06
Diversified Trust Co
INCREASED
Shares31,647 from 31,247
Change+400 (+1%)
Value$2.1M (+$169.1K)
Filed 2026-11-06
BlueChip Wealth Advisors LLC
INCREASED
Shares31,618 from 20,189
Change+11,429 (+57%)
Value$2.1M (+$855.1K)
Filed 2026-11-03
HF Advisory Group, LLC
INCREASED
Shares31,371 from 30,285
Change+1,086 (+4%)
Value$2.1M (+$210.6K)
Filed 2026-10-09
Ashton Thomas Private Wealth, LLC
INCREASED
Shares30,961 from 30,747
Change+214 (+1%)
Value$2.1M (+$154.5K)
Filed 2026-11-03
Venture Visionary Partners LLC
DECREASED
Shares30,790 from 31,067
Change-277 (-1%)
Value$2.1M (+$123.2K)
Filed 2026-10-07
Echo Wealth Management, LLC
INCREASED
Shares30,631 from 29,442
Change+1,189 (+4%)
Value$2.0M (+$213.6K)
Filed 2026-10-15
USAdvisors Wealth Management, LLC
DECREASED
Shares30,476 from 36,355
Change-5,879 (-16%)
Value$2.0K (-$2.3M)
Filed 2026-10-21
Goldstein Advisors, LLC
DECREASED
Shares30,359 from 31,087
Change-728 (-2%)
Value$2.0M (+$93.2K)
Filed 2026-10-15
Private Trust Co NA
INCREASED
Shares30,300 from 29,896
Change+404 (+1%)
Value$2.0M (+$163.3K)
Filed 2026-10-20
ERn Financial, LLC
DECREASED
Shares29,758 from 29,937
Change-179 (-1%)
Value$2.0M (+$124.6K)
Filed 2026-10-28
Oder Investment Management, LLC
DECREASED
Shares29,529 from 29,541
Change-12 (0%)
Value$2.0M (+$133.9K)
Filed 2026-11-09
Financial Management Network Inc
INCREASED
Shares29,519 from 29,492
Change+27 (+0%)
Value$2.0M (+$78.5K)
Filed 2026-10-09
Capital Investment Advisory Services, LLC
INCREASED
Shares29,503 from 29,100
Change+403 (+1%)
Value$2.0M (+$159.6K)
Filed 2026-10-30
B. Riley Wealth Advisors, Inc.
DECREASED
Shares29,281 from 30,898
Change-1,617 (-5%)
Value$2.0M (+$14.1K)
Filed 2026-10-13
SFI Advisors, LLC
DECREASED
Shares29,097 from 29,387
Change-290 (-1%)
Value$1.9M (+$114.6K)
Filed 2026-10-30
National Wealth Management Group, LLC
DECREASED
Shares29,074 from 29,804
Change-730 (-2%)
Value$1.9M (+$87.2K)
Filed 2026-10-26
HB Wealth Management, LLC
INCREASED
Shares29,072 from 28,552
Change+520 (+2%)
Value$1.9M (+$164.9K)
Filed 2026-10-23
Unified Investment Management
INCREASED
Shares28,547 from 27,271
Change+1,276 (+5%)
Value$1.9M (+$209.5K)
Filed 2026-10-14
Founders Financial Securities LLC
DECREASED
Shares28,506 from 31,958
Change-3,452 (-11%)
Value$1.9M (-$84.8K)
Filed 2026-10-28
Sagespring Wealth Partners, LLC
DECREASED
Shares28,208 from 32,953
Change-4,745 (-14%)
Value$1.9M (-$166.5K)
Filed 2026-10-22
Verity Asset Management, Inc.
INCREASED
Shares27,225 from 24,509
Change+2,716 (+11%)
Value$1.8M (+$293.1K)
Filed 2026-10-30
Lewis Asset Management, LLC
INCREASED
Shares27,058 from 24,569
Change+2,489 (+10%)
Value$1.8M (+$278.2K)
Filed 2026-10-14
PKS Advisory Services, LLC
UNCHANGED
Shares26,717 from 26,717
Change0 (0%)
Value$1.7M ($0)
Filed 2026-10-26
Hudock, Inc.
DECREASED
Shares26,599 from 28,860
Change-2,261 (-8%)
Value$1.8M (-$19.4K)
Filed 2026-10-14
World Equity Group, Inc.
INCREASED
Shares26,558 from 23,959
Change+2,599 (+11%)
Value$1.8M (+$282.8K)
Filed 2026-10-14
Roman Butler Fullerton & Co
INCREASED
Shares25,777 from 13,523
Change+12,254 (+91%)
Value$1.8M (+$955.1K)
Filed 2026-10-27
Coquina Private Wealth LLC
DECREASED
Shares25,601 from 27,210
Change-1,609 (-6%)
Value$1.7M (+$16.6K)
Filed 2026-10-27
StoneX Group Inc.
INCREASED
Shares25,461 from 25,052
Change+409 (+2%)
Value$1.7M (+$142.1K)
Filed 2026-11-03
Next Level Private LLC
INCREASED
Shares25,416 from 25,263
Change+153 (+1%)
Value$1.7M (+$125.4K)
Filed 2026-10-20
Romano Brothers and Company
INCREASED
Shares24,760 from 21,058
Change+3,702 (+18%)
Value$1.7M (+$343.2K)
Filed 2026-10-22
Hazlett, Burt & Watson, Inc.
INCREASED
Shares24,162 from 23,392
Change+770 (+3%)
Value$1.6K (-$392.4K)
Filed 2026-11-04
Diversify Advisory Services, LLC
DECREASED
Shares23,855 from 24,774
Change-919 (-4%)
Value$1.7M (+$44.6K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares23,855 from 24,774
Change-919 (-4%)
Value$1.7M (+$44.6K)
Filed 2026-10-20
Sound Income Strategies, LLC
INCREASED
Shares23,767 from 22,141
Change+1,626 (+7%)
Value$1.6M (+$259.7K)
Filed 2026-10-09
Titleist Asset Management, LLC
DECREASED
Shares23,417 from 25,174
Change-1,757 (-7%)
Value$1.6M (-$2.6K)
Filed 2026-10-08
Stegent Equity Advisors, Inc.
DECREASED
Shares22,664 from 47,723
Change-25,059 (-53%)
Value$1.5M (-$1.5M)
Filed 2026-10-13
Paragon Advisors, LLC
DECREASED
Shares22,445 from 28,325
Change-5,880 (-21%)
Value$1.5M (-$263.4K)
Filed 2026-11-03
Global Financial Private Client, LLC
INCREASED
Shares22,291 from 22,253
Change+38 (+0%)
Value$1.5M (+$104.1K)
Filed 2026-10-15
Trademark Financial Management, LLC
DECREASED
Shares22,237 from 23,355
Change-1,118 (-5%)
Value$1.5M (+$31.9K)
Filed 2026-10-23
Private Client Services, LLC
INCREASED
Shares22,053 from 18,671
Change+3,382 (+18%)
Value$1.5M (+$310.9K)
Filed 2026-10-02
Lake Street Private Wealth, LLC
INCREASED
Shares22,004 from 21,518
Change+486 (+2%)
Value$1.5M (+$130.5K)
Filed 2026-10-22
Trilogy Capital Inc.
INCREASED
Shares21,976 from 21,838
Change+138 (+1%)
Value$1.5M (+$108.8K)
Filed 2026-10-20
Opinicus Capital, Inc.
DECREASED
Shares21,449 from 22,031
Change-582 (-3%)
Value$1.4M (+$61.6K)
Filed 2026-10-28
Annex Advisory Services, LLC
DECREASED
Shares21,431 from 23,049
Change-1,618 (-7%)
Value$1.4M (-$2.9K)
Filed 2026-10-16
Sloy Dahl & Holst, LLC
DECREASED
Shares21,029 from 22,119
Change-1,090 (-5%)
Value$1.4M (+$28.1K)
Filed 2026-10-14
Avidian Wealth Enterprises, LLC
DECREASED
Shares21,024 from 21,088
Change-64 (0%)
Value$1.4M (+$91.9K)
Filed 2026-10-08
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares20,947 from 21,569
Change-622 (-3%)
Value$1.4M (+$56.8K)
Filed 2026-10-15
US Bancorp \de\
INCREASED
Shares20,857 from 19,057
Change+1,800 (+9%)
Value$1.4M (+$206.9K)
Filed 2026-11-05
Powers Advisory Group, LLC
INCREASED
Shares20,589 from 19,953
Change+636 (+3%)
Value$1.4M (+$133.4K)
Filed 2026-10-14
Globalt Investments LLC / GA
DECREASED
Shares20,355 from 20,963
Change-608 (-3%)
Value$1.4M (+$55.0K)
Filed 2026-10-27
Meridian Wealth Management, LLC
DECREASED
Shares20,164 from 20,287
Change-123 (-1%)
Value$1.3M (+$84.3K)
Filed 2026-11-05
Lighthouse Financial LLC
INCREASED
Shares20,094 from 13,912
Change+6,182 (+44%)
Value$1.3M (+$476.1K)
Filed 2026-10-23
Vivid Wealth Management, LLC
DECREASED
Shares19,907 from 20,158
Change-251 (-1%)
Value$1.3M (+$75.2K)
Filed 2026-10-27
Laurel OAK Wealth Management, LLC
DECREASED
Shares19,345 from 19,570
Change-225 (-1%)
Value$1.3M (+$74.2K)
Filed 2026-10-19
Flagship Capital Management Inc.
INCREASED
Shares19,170 from 17,270
Change+1,900 (+11%)
Value$1.3M (+$205.6K)
Filed 2026-10-20
BigSur Wealth Management LLC
UNCHANGED
Shares19,155 from 19,155
Change0 (0%)
Value$1.3M (+$87.3K)
Filed 2026-10-13
Key Client Fiduciary Advisors, LLC
INCREASED
Shares19,043 from 18,509
Change+534 (+3%)
Value$1.3M (+$120.1K)
Filed 2026-10-19
Basso Capital Management, L.P.
INCREASED
Shares18,490 from 14,843
Change+3,647 (+25%)
Value$1.2M (+$311.1K)
Filed 2026-10-30
Silverlake Wealth Management LLC
INCREASED
Shares18,167 from 18,121
Change+46 (+0%)
Value$1.2M (+$85.7K)
Filed 2026-10-21
Insight Wealth Partners, LLC
DECREASED
Shares17,968 from 18,536
Change-568 (-3%)
Value$1.2M (+$46.6K)
Filed 2026-10-26
Monetary Solutions, Ltd
DECREASED
Shares17,761 from 17,941
Change-180 (-1%)
Value$1.2M (+$69.8K)
Filed 2026-10-22
Tempus Wealth Planning, LLC
NEW
Shares17,722
Change+17,722
Value$1.2M
Filed 2026-10-14
RFG Advisory, LLC
DECREASED
Shares17,463 from 17,830
Change-367 (-2%)
Value$1.2M (+$56.8K)
Filed 2026-11-03
KOM Wealth Management Group, LLC
DECREASED
Shares17,221 from 20,090
Change-2,869 (-14%)
Value$1.1M (-$99.9K)
Filed 2026-10-15
Dana Investment Advisors, Inc.
DECREASED
Shares16,632 from 17,167
Change-535 (-3%)
Value$1.1M (+$42.6K)
Filed 2026-11-06
Mayfair Advisory Group, LLC
INCREASED
Shares16,409 from 16,374
Change+35 (+0%)
Value$1.1M (+$33.0K)
Filed 2026-10-20
Dedeker Financial LLC
UNCHANGED
Shares16,377 from 16,377
Change0 (0%)
Value$1.1M (+$74.7K)
Filed 2026-10-23
Vicus Capital
DECREASED
Shares16,133 from 16,810
Change-677 (-4%)
Value$1.1M (+$31.5K)
Filed 2026-11-05
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares16,075 from 13,750
Change+2,325 (+17%)
Value$1.1M (+$217.9K)
Filed 2026-10-14
CPC Advisors, LLC
NEW
Shares16,027
Change+16,027
Value$1.1M
Filed 2026-10-21
Kingswood Wealth Advisors, LLC
INCREASED
Shares15,998 from 10,835
Change+5,163 (+48%)
Value$1.1M (+$394.1K)
Filed 2026-10-23
Patriot Financial Group Insurance Agency, LLC
DECREASED
Shares15,997 from 16,923
Change-926 (-5%)
Value$1.1M (+$15.4K)
Filed 2026-10-14
Centurion Wealth Management LLC
DECREASED
Shares15,703 from 28,615
Change-12,912 (-45%)
Value$1.0M (-$731.5K)
Filed 2026-10-13
Cypress Wealth Services, LLC
DECREASED
Shares15,621 from 16,097
Change-476 (-3%)
Value$1.1M (+$56.6K)
Filed 2026-10-21
Perryman Financial Advisory Inc
DECREASED
Shares15,620 from 15,722
Change-102 (-1%)
Value$1.0M (+$64.9K)
Filed 2026-10-16
Braeburn Wealth Management LLC
INCREASED
Shares15,368 from 14,591
Change+777 (+5%)
Value$1.0M (+$118.5K)
Filed 2026-10-15
Sovran Advisors, LLC
DECREASED
Shares15,226 from 16,087
Change-861 (-5%)
Value$1.1M (-$9.4K)
Filed 2026-11-02
Long Island Wealth Management, Inc.
INCREASED
Shares15,117 from 12,192
Change+2,925 (+24%)
Value$1.0M (+$250.9K)
Filed 2026-10-20
Alchemi Wealth, LLC
INCREASED
Shares15,035 from 14,904
Change+131 (+1%)
Value$1.0M (+$76.7K)
Filed 2026-11-04
Whitaker-Myers Wealth Managers, Ltd.
DECREASED
Shares14,816 from 16,225
Change-1,409 (-9%)
Value$989.1K (-$20.1K)
Filed 2026-10-09
Cairn Investment Group, Inc.
INCREASED
Shares14,450 from 12,370
Change+2,080 (+17%)
Value$965 (-$768.0K)
Filed 2026-11-04
Nilsine Partners, LLC
DECREASED
Shares14,339 from 14,996
Change-657 (-4%)
Value$957.3K (+$24.5K)
Filed 2026-11-02
Beam Wealth Advisors, Inc.
DECREASED
Shares14,334 from 14,345
Change-11 (0%)
Value$956.9K (+$64.7K)
Filed 2026-11-03
Sageworth Trust Co
UNCHANGED
Shares14,190 from 14,190
Change0 (0%)
Value$947.3K (+$64.7K)
Filed 2026-10-30
Rasp Wealth Solutions, LLC
INCREASED
Shares14,166 from 14,087
Change+79 (+1%)
Value$945.7K (+$69.5K)
Filed 2026-11-06
Cpwa, LLC
INCREASED
Shares14,113 from 13,826
Change+287 (+2%)
Value$969.3K (+$109.3K)
Filed 2026-11-04
Kraematon Investment Advisors, Inc
INCREASED
Shares13,957 from 13,918
Change+39 (+0%)
Value$931.8K (+$66.1K)
Filed 2026-11-02
BankPlus Trust Department
UNCHANGED
Shares13,843 from 13,843
Change0 (0%)
Value$924.2K (+$63.1K)
Filed 2026-11-06
Rubicon Advisors, GP
DECREASED
Shares13,838 from 14,204
Change-366 (-3%)
Value$923.8K (+$40.3K)
Filed 2026-10-23
AMG Asset Management Group, Inc.
INCREASED
Shares13,785 from 13,568
Change+217 (+2%)
Value$920.3K (+$76.4K)
Filed 2026-10-21
Hicks Capital Management LLC
UNCHANGED
Shares13,704 from 13,704
Change0 (0%)
Value$852.4K ($0)
Filed 2026-10-20
Avantax Planning Partners, Inc.
DECREASED
Shares13,581 from 13,933
Change-352 (-3%)
Value$906.6K (+$40.0K)
Filed 2026-11-03
Guardian Asset Advisors, LLC
INCREASED
Shares13,489 from 13,193
Change+296 (+2%)
Value$900.5K (+$79.9K)
Filed 2026-10-16
OxenFree Capital LLC
INCREASED
Shares13,431 from 13,146
Change+285 (+2%)
Value$912.3K (+$67.6K)
Filed 2026-10-07
Total Clarity Wealth Management, Inc.
INCREASED
Shares13,428 from 13,403
Change+25 (+0%)
Value$896.5K (+$62.8K)
Filed 2026-10-26
Apollon Wealth Management, LLC
DECREASED
Shares13,393 from 13,875
Change-482 (-3%)
Value$894.1K (+$31.1K)
Filed 2026-10-23
Ranch Capital Advisors Inc.
INCREASED
Shares13,324 from 12,325
Change+999 (+8%)
Value$889.5K (+$122.9K)
Filed 2026-11-09
Cooper Financial Group
DECREASED
Shares13,032 from 13,056
Change-24 (0%)
Value$870.0K (+$58.0K)
Filed 2026-10-07
Barrett & Company, Inc.
DECREASED
Shares12,964 from 14,312
Change-1,348 (-9%)
Value$865.4K (-$24.7K)
Filed 2026-10-22
Balentine LLC
UNCHANGED
Shares12,908 from 12,908
Change0 (0%)
Value$861.7K (+$58.9K)
Filed 2026-11-03
Integrity Alliance, Llc.
DECREASED
Shares12,433 from 12,883
Change-450 (-3%)
Value$830.1K (+$28.7K)
Filed 2026-10-29
Autumn Glory Partners, LLC
DECREASED
Shares12,418 from 12,434
Change-16 (0%)
Value$829.0K (+$55.6K)
Filed 2026-10-26
Lido Advisors, LLC
DECREASED
Shares12,184 from 16,568
Change-4,384 (-26%)
Value$813.5K (-$217.1K)
Filed 2026-11-04
AdvisorNet Financial, Inc
DECREASED
Shares12,169 from 19,842
Change-7,673 (-39%)
Value$843.8K (-$390.4K)
Filed 2026-10-15
Tcfg Investment Advisors, LLC
INCREASED
Shares12,154 from 12,095
Change+59 (+0%)
Value$817.0K (+$55.0K)
Filed 2026-10-20
Dynamic Advisor Solutions LLC
DECREASED
Shares12,129 from 12,422
Change-293 (-2%)
Value$809.8K (+$37.1K)
Filed 2026-10-13
Vista Investment Partners LLC
INCREASED
Shares12,074 from 11,081
Change+993 (+9%)
Value$806.0K (+$116.8K)
Filed 2026-10-08
CFS Investment Advisory Services, LLC
INCREASED
Shares12,021 from 12,019
Change+2 (+0%)
Value$816.5K (+$49.8K)
Filed 2026-10-19
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares12,020 from 12,636
Change-616 (-5%)
Value$802.5K (+$16.5K)
Filed 2026-10-14
Silver OAK Securities, Incorporated
DECREASED
Shares11,989 from 12,245
Change-256 (-2%)
Value$832.6K (+$71.0K)
Filed 2026-11-09
Harbor Asset Planning, Inc.
DECREASED
Shares11,973 from 13,518
Change-1,545 (-11%)
Value$799.2K (-$41.5K)
Filed 2026-10-23
Wetzel Investment Advisors, Inc.
INCREASED
Shares11,800 from 11,500
Change+300 (+3%)
Value$787.8K (+$72.5K)
Filed 2026-10-13
MMA Asset Management LLC
INCREASED
Shares11,778 from 10,996
Change+782 (+7%)
Value$786.3K (+$102.3K)
Filed 2026-11-02
Axxcess Wealth Management, LLC
DECREASED
Shares11,329 from 961,433
Change-950,104 (-99%)
Value$756.3K (-$59.0M)
Filed 2026-10-21
Channel Wealth LLC
INCREASED
Shares11,303 from 10,960
Change+343 (+3%)
Value$754.6K (+$72.9K)
Filed 2026-11-06
Colonial River Investments, LLC
INCREASED
Shares11,273 from 10,675
Change+598 (+6%)
Value$752.6K (+$88.6K)
Filed 2026-10-19
Ballast Rock Private Wealth LLC
INCREASED
Shares11,135 from 11,126
Change+9 (+0%)
Value$743.4K (+$51.4K)
Filed 2026-10-26
Secure Asset Management, LLC
INCREASED
Shares11,115 from 9,820
Change+1,295 (+13%)
Value$742.0K (+$131.2K)
Filed 2026-10-19
PCG Asset Management, LLC
NEW
Shares11,101
Change+11,101
Value$741.1K
Filed 2026-11-05
Choreo, LLC
INCREASED
Shares10,809 from 10,143
Change+666 (+7%)
Value$721.6K (+$90.7K)
Filed 2026-10-28
Sowell Financial Services LLC
DECREASED
Shares10,445 from 26,422
Change-15,977 (-60%)
Value$697.3K (-$946.1K)
Filed 2026-10-23
Fortis Capital Advisors, LLC
INCREASED
Shares10,432 from 3,304
Change+7,128 (+216%)
Value$696.4K (+$490.9K)
Filed 2026-11-09
Bank of Montreal
INCREASED
Shares10,420 from 8,536
Change+1,884 (+22%)
Value$695.6K (+$164.7K)
Filed 2026-11-09
Claro Advisors Inc.
DECREASED
Shares10,408 from 11,407
Change-999 (-9%)
Value$694.8K (-$14.7K)
Filed 2026-11-02
TAGStone Capital, Inc.
INCREASED
Shares10,262 from 10,210
Change+52 (+1%)
Value$685.1K (+$50.0K)
Filed 2026-11-09
N.E.W. Advisory Services LLC
INCREASED
Shares10,240 from 10,182
Change+58 (+1%)
Value$683.6K (+$50.3K)
Filed 2026-11-09
Midland Wealth Advisors, LLC
INCREASED
Shares9,955 from 9,671
Change+284 (+3%)
Value$664.6K (+$63.1K)
Filed 2026-10-26
Cornerstone Planning Group LLC
DECREASED
Shares9,852 from 10,188
Change-336 (-3%)
Value$675.1K (+$19.1K)
Filed 2026-10-16
PNC Financial Services Group, Inc.
INCREASED
Shares9,839 from 9,335
Change+504 (+5%)
Value$656.9K (+$76.2K)
Filed 2026-11-06
WealthCare Investment Partners, LLC
INCREASED
Shares9,729 from 9,181
Change+548 (+6%)
Value$649.5K (+$78.4K)
Filed 2026-11-05
Lanark Financial, Inc.
UNCHANGED
Shares9,715 from 9,715
Change0 (0%)
Value$648.6K (+$44.2K)
Filed 2026-10-26
Provident Living Financial Services, Inc.
INCREASED
Shares9,512 from 9,066
Change+446 (+5%)
Value$678.9K (+$115.0K)
Filed 2026-11-03
Gaddis Premier Wealth Advisors LLC
DECREASED
Shares9,414 from 10,010
Change-596 (-6%)
Value$628.5K (+$5.9K)
Filed 2026-10-29
SAX Wealth Advisors, LLC
NEW
Shares9,393
Change+9,393
Value$627.1K
Filed 2026-10-13
BKM Wealth Management, LLC
INCREASED
Shares9,392 from 7,189
Change+2,203 (+31%)
Value$627.0K (+$179.9K)
Filed 2026-10-22
Natixis
INCREASED
Shares9,345 from 5,290
Change+4,055 (+77%)
Value$623.9K (+$294.8K)
Filed 2026-11-06
MSH Capital Advisors LLC
INCREASED
Shares9,322 from 9,290
Change+32 (+0%)
Value$622.3K (+$44.5K)
Filed 2026-11-03
Capstone Wealth Management Group, Inc.
INCREASED
Shares9,305 from 9,205
Change+100 (+1%)
Value$621.2K (+$48.7K)
Filed 2026-10-19
GSG Advisors LLC
DECREASED
Shares9,195 from 9,204
Change-9 (0%)
Value$613.8K (+$41.4K)
Filed 2026-11-03
Diligent Investors, LLC
UNCHANGED
Shares9,025 from 9,025
Change0 (0%)
Value$602.5K (+$41.2K)
Filed 2026-10-21
Heck Capital Advisors, LLC
UNCHANGED
Shares8,939 from 8,939
Change0 (0%)
Value$596.8K (+$40.8K)
Filed 2026-10-14
Arwa LLC
DECREASED
Shares8,757 from 10,651
Change-1,894 (-18%)
Value$605.0K (-$89.5K)
Filed 2026-10-21
Assetmark, Inc
INCREASED
Shares8,688 from 7,592
Change+1,096 (+14%)
Value$580.0K (+$107.8K)
Filed 2026-10-21
Partners Wealth Management, LLC
NEW
Shares8,680
Change+8,680
Value$579.5K
Filed 2026-10-28
IFS Advisors, LLC
NEW
Shares8,627
Change+8,627
Value$575.9K
Filed 2026-10-14
Lionsbridge Wealth Management LLC
DECREASED
Shares8,573 from 9,413
Change-840 (-9%)
Value$572.3K (-$13.2K)
Filed 2026-10-26
Centerpoint Advisory Group
DECREASED
Shares8,489 from 9,857
Change-1,368 (-14%)
Value$566.7K (-$46.4K)
Filed 2026-10-23
Jacksonville Wealth Management, LLC
INCREASED
Shares8,458 from 8,452
Change+6 (+0%)
Value$564.6K (+$38.9K)
Filed 2026-10-30
Avaii Wealth Management, LLC
DECREASED
Shares8,425 from 8,769
Change-344 (-4%)
Value$568.7K (+$23.3K)
Filed 2026-10-09
Novem Group
DECREASED
Shares8,312 from 8,634
Change-322 (-4%)
Value$554.9K (+$17.9K)
Filed 2026-10-19
Columbia Advisory Partners LLC
UNCHANGED
Shares8,287 from 8,287
Change0 (0%)
Value$553.2K (+$37.8K)
Filed 2026-10-15
MBE Wealth Management, LLC
INCREASED
Shares8,203 from 8,046
Change+157 (+2%)
Value$547.6K (+$47.2K)
Filed 2026-10-26
IVC Wealth Advisors LLC
DECREASED
Shares8,197 from 8,707
Change-510 (-6%)
Value$547.2K (+$5.7K)
Filed 2026-10-23
North Capital, Inc.
INCREASED
Shares8,185 from 7,135
Change+1,050 (+15%)
Value$565.5K (+$121.7K)
Filed 2026-10-16
Opal Wealth Advisors, LLC
DECREASED
Shares8,157 from 8,466
Change-309 (-4%)
Value$544.6K (+$18.0K)
Filed 2026-10-16
Kraft, Davis & Associates, LLC
INCREASED
Shares8,110 from 8,101
Change+9 (+0%)
Value$570.8K (+$54.8K)
Filed 2026-10-21
Grant Street Asset Management, Inc.
INCREASED
Shares8,106 from 8,084
Change+22 (+0%)
Value$541.2K (+$38.4K)
Filed 2026-10-26
Tranquility Partners, LLC
DECREASED
Shares8,087 from 8,179
Change-92 (-1%)
Value$539.9K (+$30.5K)
Filed 2026-10-20
Hilton Head Capital Partners, LLC
DECREASED
Shares8,055 from 8,504
Change-449 (-5%)
Value$537.8K (+$8.8K)
Filed 2026-10-23
Balefire, LLC
DECREASED
Shares8,045 from 8,761
Change-716 (-8%)
Value$537.1K (-$7.9K)
Filed 2026-10-09
BankPlus Wealth Management LLC
DECREASED
Shares8,001 from 8,161
Change-160 (-2%)
Value$534.2K (+$26.6K)
Filed 2026-10-13
Cypress Capital Group
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$534.1K (+$36.5K)
Filed 2026-11-03
Indivisible Partners
NEW
Shares7,986
Change+7,986
Value$533.2K
Filed 2026-10-26
LexAurum Advisors, LLC
DECREASED
Shares7,833 from 9,072
Change-1,239 (-14%)
Value$523.0K (-$41.3K)
Filed 2026-10-19
Keybank National Association
INCREASED
Shares7,726 from 4,583
Change+3,143 (+69%)
Value$515.8K (+$230.7K)
Filed 2026-11-04
Fisher Asset Management, LLC
INCREASED
Shares7,710 from 4,269
Change+3,441 (+81%)
Value$514.8K (+$249.2K)
Filed 2026-11-06
Saxon Interests, Inc.
INCREASED
Shares7,682 from 6,733
Change+949 (+14%)
Value$512.8K (+$94.0K)
Filed 2026-10-26
OpenArc Corporate Advisory, LLC
INCREASED
Shares7,631 from 4,823
Change+2,808 (+58%)
Value$509.5K (+$209.5K)
Filed 2026-10-21
Avantra Family Wealth, Inc.
DECREASED
Shares7,533 from 7,569
Change-36 (0%)
Value$502.9K (+$32.1K)
Filed 2026-10-20
Odyssey Capital Advisors, Inc.
INCREASED
Shares7,517 from 7,479
Change+38 (+1%)
Value$501.9K (+$36.7K)
Filed 2026-10-26
Rareview Capital LLC
NEW
Shares7,516
Change+7,516
Value$501.8K
Filed 2026-11-05
Glass Jacobson Investment Advisors llc
DECREASED
Shares7,441 from 8,031
Change-590 (-7%)
Value$496.8K (-$2.8K)
Filed 2026-10-26
ETF Store, Inc.
INCREASED
Shares7,429 from 7,401
Change+28 (+0%)
Value$495.9K (+$35.6K)
Filed 2026-10-19
Tortuga Wealth Management, Inc
DECREASED
Shares7,393 from 7,394
Change-1 (0%)
Value$493.7K (+$33.8K)
Filed 2026-10-27
Signal Advisors Wealth, LLC
DECREASED
Shares7,371 from 9,260
Change-1,889 (-20%)
Value$492.1K (-$83.9K)
Filed 2026-10-13
Vise Technologies, Inc.
DECREASED
Shares7,307 from 8,309
Change-1,002 (-12%)
Value$487.8K (-$29.0K)
Filed 2026-10-29
Spire Wealth Management
UNCHANGED
Shares7,263 from 7,263
Change0 (0%)
Value$484.8K (+$33.1K)
Filed 2026-10-30
Koshinski Asset Management, Inc.
UNCHANGED
Shares7,201 from 7,201
Change0 (0%)
Value$480.7K (+$32.8K)
Filed 2026-10-29
Accurate Wealth Management, LLC
INCREASED
Shares7,086 from 7,068
Change+18 (+0%)
Value$489.6K (+$36.8K)
Filed 2026-10-20
Axiom Investment Management LLC
UNCHANGED
Shares7,019 from 7,019
Change0 (0%)
Value$468.6K (+$32.0K)
Filed 2026-11-03
Carmel Capital Partners, LLC
NEW
Shares7,008
Change+7,008
Value$467.9K
Filed 2026-11-03
Atlas Private Wealth Advisors
INCREASED
Shares6,932 from 6,906
Change+26 (+0%)
Value$462.8K (+$33.3K)
Filed 2026-10-23
ProVise Management Group, LLC
DECREASED
Shares6,903 from 11,169
Change-4,266 (-38%)
Value$460.8K (-$233.9K)
Filed 2026-11-06
NTV Asset Management LLC
DECREASED
Shares6,875 from 7,875
Change-1,000 (-13%)
Value$459.0K (-$30.9K)
Filed 2026-10-23
Richardson Capital Management LLC
INCREASED
Shares6,867 from 6,068
Change+799 (+13%)
Value$458.5K (+$81.0K)
Filed 2026-10-23
Welch Financial Planning, LLC
DECREASED
Shares6,835 from 7,067
Change-232 (-3%)
Value$456.3K (+$16.7K)
Filed 2026-11-06
Next Level Wealth Planning, LLC
DECREASED
Shares6,826 from 7,035
Change-209 (-3%)
Value$455.7K (+$18.1K)
Filed 2026-10-29
Uptick Partners, LLC
DECREASED
Shares6,763 from 7,909
Change-1,146 (-14%)
Value$451.5K (-$40.5K)
Filed 2026-11-04
Stewardship Advisors, LLC
INCREASED
Shares6,731 from 6,726
Change+5 (+0%)
Value$449.3K (+$31.0K)
Filed 2026-10-20
Mesirow Financial Investment Management, Inc.
NEW
Shares6,708
Change+6,708
Value$447.8K
Filed 2026-11-05
Monograph Wealth Advisors, LLC
UNCHANGED
Shares6,502 from 6,502
Change0 (0%)
Value$434.1K (+$29.6K)
Filed 2026-11-09
Northwest Wealth Advisors, LLC
DECREASED
Shares6,483 from 6,639
Change-156 (-2%)
Value$432.8K (+$19.9K)
Filed 2026-11-02
Silver Grove Financial Group, Inc.
INCREASED
Shares6,477 from 4,518
Change+1,959 (+43%)
Value$432.4K (+$151.4K)
Filed 2026-11-05
Victory Financial Group, LLC
DECREASED
Shares6,471 from 6,655
Change-184 (-3%)
Value$432.0K (+$18.1K)
Filed 2026-10-27
Modera Wealth Management, LLC
DECREASED
Shares6,443 from 6,584
Change-141 (-2%)
Value$430.1K (+$20.6K)
Filed 2026-10-28
Teamwork Financial Advisors, LLC
DECREASED
Shares6,306 from 7,231
Change-925 (-13%)
Value$421.0K (-$28.8K)
Filed 2026-10-19
Trust Point Inc.
UNCHANGED
Shares6,284 from 6,284
Change0 (0%)
Value$419.5K (+$28.7K)
Filed 2026-10-27
Park National Corp
NEW
Shares6,000
Change+6,000
Value$400.6K
Filed 2026-10-05
Level Wealth Management LLC
UNCHANGED
Shares5,966 from 5,966
Change0 (0%)
Value$398.3K (+$27.2K)
Filed 2026-10-23
Simplicity Wealth,LLC
INCREASED
Shares5,810 from 4,103
Change+1,707 (+42%)
Value$387.9K (+$132.7K)
Filed 2026-10-23
McAlister, Sweet & Associates, Inc.
UNCHANGED
Shares5,784 from 5,784
Change0 (0%)
Value$386.1K (+$26.4K)
Filed 2026-10-07
Socha Financial Group, LLC
UNCHANGED
Shares5,715 from 5,715
Change0 (0%)
Value$381.5K (+$26.1K)
Filed 2026-11-03
Avior Wealth Management, LLC
DECREASED
Shares5,637 from 9,887
Change-4,250 (-43%)
Value$376.3K (-$238.6K)
Filed 2026-10-13
Global Assets Advisory, LLC
DECREASED
Shares5,606 from 8,933
Change-3,327 (-37%)
Value$379.7K (-$183.5K)
Filed 2026-10-28
Garde Capital, Inc.
INCREASED
Shares5,600 from 5,150
Change+450 (+9%)
Value$373.9K (+$53.5K)
Filed 2026-10-29
West Michigan Advisors, LLC
DECREASED
Shares5,574 from 6,324
Change-750 (-12%)
Value$372.1K (-$21.2K)
Filed 2026-11-09
M Holdings Securities, Inc.
NEW
Shares5,538
Change+5,538
Value$395
Filed 2026-11-03
Winebrenner Capital Management LLC
DECREASED
Shares5,523 from 5,990
Change-467 (-8%)
Value$368.7K (-$3.9K)
Filed 2026-10-07
Kestra Investment Management, LLC
NEW
Shares5,482
Change+5,482
Value$366.0K
Filed 2026-11-04
Argent Trust Co
INCREASED
Shares5,478 from 5,036
Change+442 (+9%)
Value$365.7K (+$52.5K)
Filed 2026-11-09
Brighton Jones LLC
INCREASED
Shares5,446 from 4,932
Change+514 (+10%)
Value$363.6K (+$56.8K)
Filed 2026-11-03
Langley Wealth Management, LLC
DECREASED
Shares5,426 from 5,848
Change-422 (-7%)
Value$362.2K (-$1.6K)
Filed 2026-11-04
Florida Financial Advisors, LLC
INCREASED
Shares5,410 from 5,059
Change+351 (+7%)
Value$361.2K (+$46.5K)
Filed 2026-11-09
WealthTrust Asset Management, LLC
UNCHANGED
Shares5,389 from 5,389
Change0 (0%)
Value$359.8K (+$24.6K)
Filed 2026-10-22
HMV Wealth Advisors, LLC
UNCHANGED
Shares5,373 from 5,373
Change0 (0%)
Value$358.7K (+$24.5K)
Filed 2026-10-27
Bluedoor Private Wealth, LLC
INCREASED
Shares5,282 from 4,925
Change+357 (+7%)
Value$352.6K (+$46.3K)
Filed 2026-11-05
CoreCap Advisors, LLC
INCREASED
Shares5,258 from 3,827
Change+1,431 (+37%)
Value$351.0K (+$113.0K)
Filed 2026-10-08
Bokf, NA
UNCHANGED
Shares5,212 from 5,212
Change0 (0%)
Value$348.0K (+$23.8K)
Filed 2026-10-27
Aurora Private Wealth, Inc.
INCREASED
Shares5,201 from 3,560
Change+1,641 (+46%)
Value$340 (-$220.7K)
Filed 2026-10-20
Institute for Wealth Management, Llc.
UNCHANGED
Shares5,052 from 5,052
Change0 (0%)
Value$337.3K (+$23.0K)
Filed 2026-11-06
CX Institutional
NEW
Shares5,048
Change+5,048
Value$337
Filed 2026-10-02
Bay Capital Advisors, LLC
DECREASED
Shares5,005 from 5,035
Change-30 (-1%)
Value$334.1K (+$21.0K)
Filed 2026-10-16
Holos Integrated Wealth LLC
UNCHANGED
Shares4,992 from 4,992
Change0 (0%)
Value$350.6K (+$29.9K)
Filed 2026-10-23
Carrera Capital Advisors
INCREASED
Shares4,970 from 4,963
Change+7 (+0%)
Value$331.8K (+$23.1K)
Filed 2026-11-03
SpringVest Wealth Management LLC
UNCHANGED
Shares4,934 from 4,934
Change0 (0%)
Value$329.4K (+$22.5K)
Filed 2026-10-27
HCR Wealth Advisors
DECREASED
Shares4,925 from 5,174
Change-249 (-5%)
Value$328.8K (+$7.0K)
Filed 2026-10-15
M.E. Allison & Co., Inc.
UNCHANGED
Shares4,885 from 4,885
Change0 (0%)
Value$326.1K (+$22.3K)
Filed 2026-10-09
Redhawk Wealth Advisors, Inc.
INCREASED
Shares4,880 from 4,760
Change+120 (+3%)
Value$325.8K (+$29.7K)
Filed 2026-10-14
Legacy Advisors, LLC
UNCHANGED
Shares4,843 from 4,843
Change0 (0%)
Value$323.3K (+$22.1K)
Filed 2026-10-19
Murphy & Mullick Capital Management Corp
INCREASED
Shares4,825 from 4,814
Change+11 (+0%)
Value$322.1K (+$22.6K)
Filed 2026-11-02
Penobscot Wealth Management
DECREASED
Shares4,798 from 4,843
Change-45 (-1%)
Value$320.3K (+$19.1K)
Filed 2026-10-21
Weaver Consulting Group
INCREASED
Shares4,787 from 4,548
Change+239 (+5%)
Value$319.6K (+$36.7K)
Filed 2026-10-07
Sanchez Wealth Management Group
DECREASED
Shares4,785 from 208,666
Change-203,881 (-98%)
Value$319.4K (-$12.7M)
Filed 2026-11-02
CRA Financial Services, LLC
DECREASED
Shares4,765 from 5,290
Change-525 (-10%)
Value$318.1K (-$10.9K)
Filed 2026-10-16
Capital Advisors, Ltd. LLC
DECREASED
Shares4,763 from 4,837
Change-74 (-2%)
Value$318 (+$17)
Filed 2026-10-27
Ceera Investments, LLC
UNCHANGED
Shares4,695 from 4,695
Change0 (0%)
Value$313.4K (+$21.4K)
Filed 2026-11-02
Oxler Private Wealth LLC
UNCHANGED
Shares4,684 from 4,684
Change0 (0%)
Value$312.7K (+$21.4K)
Filed 2026-10-21
WoodTrust Financial Corp
INCREASED
Shares4,676 from 4,500
Change+176 (+4%)
Value$312 (-$279.7K)
Filed 2026-10-09
SeaBridge Investment Advisors LLC
NEW
Shares4,674
Change+4,674
Value$312.0K
Filed 2026-11-02
Clark Asset Management, LLC
DECREASED
Shares4,673 from 7,623
Change-2,950 (-39%)
Value$312.0K (-$162.2K)
Filed 2026-10-19
Yankcom Partnership
UNCHANGED
Shares4,656 from 4,656
Change0 (0%)
Value$310.8K (+$21.2K)
Filed 2026-10-15
SteelPeak Wealth, LLC
INCREASED
Shares4,642 from 4,364
Change+278 (+6%)
Value$309.9K (+$38.5K)
Filed 2026-10-16
Expressive Wealth LLC
NEW
Shares4,624
Change+4,624
Value$308.7K
Filed 2026-11-09
Equity Wealth Partners, LLC
DECREASED
Shares4,571 from 7,016
Change-2,445 (-35%)
Value$305.2K (-$131.2K)
Filed 2026-10-26
Sentinel Pension Advisors, LLC
INCREASED
Shares4,536 from 4,515
Change+21 (+0%)
Value$302.8K (+$9.8K)
Filed 2026-11-02
Whalen Wealth Management Inc.
NEW
Shares4,471
Change+4,471
Value$298.5K
Filed 2026-10-08
Chapin Davis, Inc.
UNCHANGED
Shares4,450 from 4,450
Change0 (0%)
Value$297.1K (+$20.3K)
Filed 2026-10-09
Regions Financial Corp
NEW
Shares4,410
Change+4,410
Value$294.4K
Filed 2026-11-05
Independence Wealth Advisors, LLC
DECREASED
Shares4,374 from 4,376
Change-2 (0%)
Value$292.0K (+$19.8K)
Filed 2026-10-29
Commonwealth Financial Services, LLC
DECREASED
Shares4,341 from 12,214
Change-7,873 (-64%)
Value$289.8K (-$469.9K)
Filed 2026-10-20
Cornerstone Advisory, LLC
UNCHANGED
Shares4,292 from 4,292
Change0 (0%)
Value$286.5K (+$19.6K)
Filed 2026-11-06
Soundwatch Capital LLC
INCREASED
Shares4,281 from 4,276
Change+5 (+0%)
Value$289.0K (+$23.0K)
Filed 2026-11-04
Nautilus Advisors LLC
INCREASED
Shares4,262 from 4,231
Change+31 (+1%)
Value$284.5K (+$13.5K)
Filed 2026-10-07
Investment Management Trust, LLC
DECREASED
Shares4,224 from 4,399
Change-175 (-4%)
Value$282.0K (+$8.4K)
Filed 2026-11-05
Marin Bay Wealth Advisors, LLC
INCREASED
Shares4,119 from 4,111
Change+8 (+0%)
Value$275.0K (+$19.2K)
Filed 2026-10-28
Verdence Capital Advisors LLC
DECREASED
Shares4,085 from 4,418
Change-333 (-8%)
Value$272.7K (-$2.1K)
Filed 2026-10-26
Fiduciary Financial Group, LLC
INCREASED
Shares4,055 from 4,054
Change+1 (+0%)
Value$270.7K (+$18.6K)
Filed 2026-10-13
Guardian Capital, LLC
NEW
Shares3,933
Change+3,933
Value$262.6K
Filed 2026-11-06
Quantum Financial Partners LLC
INCREASED
Shares3,869 from 3,584
Change+285 (+8%)
Value$258.3K (+$35.3K)
Filed 2026-10-19
Integrated Advisors Network LLC
DECREASED
Shares3,809 from 3,872
Change-63 (-2%)
Value$254.3K (+$13.4K)
Filed 2026-10-20
Oregon Pacific Wealth Management, LLC
DECREASED
Shares3,787 from 4,403
Change-616 (-14%)
Value$252.8K (-$21.0K)
Filed 2026-10-20
Wespac Advisors SoCal, LLC
UNCHANGED
Shares3,775 from 3,775
Change0 (0%)
Value$252.0K (+$17.2K)
Filed 2026-10-13
Roan Capital Partners
DECREASED
Shares3,770 from 4,050
Change-280 (-7%)
Value$251.7K (-$220)
Filed 2026-10-09
Summit Asset Management, LLC
UNCHANGED
Shares3,700 from 3,700
Change0 (0%)
Value$247.0K (+$16.9K)
Filed 2026-11-05
Cornerstone Planning, LLC
UNCHANGED
Shares3,639 from 3,639
Change0 (0%)
Value$226.3K ($0)
Filed 2026-10-27
United Advisor Group, LLC
INCREASED
Shares3,598 from 3,472
Change+126 (+4%)
Value$240.2K (+$24.2K)
Filed 2026-11-03
Certuity, LLC
INCREASED
Shares3,598 from 3,489
Change+109 (+3%)
Value$240.2K (+$23.2K)
Filed 2026-11-02
Capital Advisors Wealth Management, LLC
DECREASED
Shares3,589 from 3,904
Change-315 (-8%)
Value$239.6K (-$3.2K)
Filed 2026-10-09
Elevation Wealth Management LLC
DECREASED
Shares3,521 from 3,526
Change-5 (0%)
Value$235.1K (+$15.7K)
Filed 2026-11-02
VVR Holdings LLC
DECREASED
Shares3,513 from 3,649
Change-136 (-4%)
Value$234.5K (+$7.6K)
Filed 2026-10-19
Vestia Personal Wealth Advisors
NEW
Shares3,500
Change+3,500
Value$233.7K
Filed 2026-10-20
Alliance Wealth Advisors, LLC
NEW
Shares3,497
Change+3,497
Value$233.5K
Filed 2026-10-14
Flagship Wealth Advisors, LLC
INCREASED
Shares3,450 from 3,250
Change+200 (+6%)
Value$230.3K (+$28.2K)
Filed 2026-11-03
Optima Capital LLC
DECREASED
Shares3,425 from 4,549
Change-1,124 (-25%)
Value$228.7K (-$54.2K)
Filed 2026-10-29
Robertson Stephens Wealth Management, LLC
INCREASED
Shares3,413 from 3,408
Change+5 (+0%)
Value$227.9K (+$15.9K)
Filed 2026-10-16
Sankala Group LLC
DECREASED
Shares3,376 from 3,394
Change-18 (-1%)
Value$225.9K (-$14.4K)
Filed 2026-11-09
Accel Wealth Management
UNCHANGED
Shares3,374 from 3,374
Change0 (0%)
Value$225.2K (+$15.4K)
Filed 2026-10-13
Caldwell Sutter Capital, Inc.
INCREASED
Shares3,332 from 2,006
Change+1,326 (+66%)
Value$222.4K (+$97.6K)
Filed 2026-11-09
Baxter Bros Inc
NEW
Shares3,329
Change+3,329
Value$222.3K
Filed 2026-11-04
Successful Portfolios LLC
NEW
Shares3,302
Change+3,302
Value$223.4K
Filed 2026-10-09
Kennedy Investment Group, Inc.
INCREASED
Shares3,292 from 3,273
Change+19 (+1%)
Value$219.7K (+$16.2K)
Filed 2026-10-21
Waldron Private Wealth LLC
UNCHANGED
Shares3,245 from 3,245
Change0 (0%)
Value$216.6K (+$14.8K)
Filed 2026-11-02
Visionary Wealth Advisors
NEW
Shares3,223
Change+3,223
Value$215.2K
Filed 2026-11-04
MFA Wealth Services
DECREASED
Shares3,218 from 3,353
Change-135 (-4%)
Value$214.9K (+$6.3K)
Filed 2026-10-14
Principle Wealth Partners LLC
NEW
Shares3,145
Change+3,145
Value$210.0K
Filed 2026-11-02
Russell Investments Group, Ltd.
DECREASED
Shares3,128 from 4,757
Change-1,629 (-34%)
Value$208.8K (-$87.1K)
Filed 2026-11-06
ProCore Advisors, LLC
DECREASED
Shares3,123 from 3,483
Change-360 (-10%)
Value$208.5K (-$8.2K)
Filed 2026-10-14
Realta Investment Advisors
DECREASED
Shares3,120 from 13,902
Change-10,782 (-78%)
Value$208.3K (-$656.4K)
Filed 2026-10-14
Advisor OS, LLC
NEW
Shares3,117
Change+3,117
Value$208.1K
Filed 2026-11-03
Delta Investment Management, LLC
NEW
Shares3,052
Change+3,052
Value$203.7K
Filed 2026-11-09
Redwood Financial Network Corp
NEW
Shares3,033
Change+3,033
Value$202.5K
Filed 2026-11-03
Mather Group, Llc.
DECREASED
Shares3,025 from 3,046
Change-21 (-1%)
Value$201.9K (+$12.5K)
Filed 2026-10-14
S.A. Mason LLC
INCREASED
Shares2,935 from 2,910
Change+25 (+1%)
Value$195.9K (+$14.9K)
Filed 2026-10-13
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares2,711 from 2,711
Change0 (0%)
Value$181.0K (+$12.4K)
Filed 2026-10-28
IMG Wealth Management, Inc.
DECREASED
Shares2,672 from 5,345
Change-2,673 (-50%)
Value$178.4K (-$154.1K)
Filed 2026-10-27
Coastline Trust Co
UNCHANGED
Shares2,484 from 2,484
Change0 (0%)
Value$165.8K (+$11.3K)
Filed 2026-10-01
Asset Dedication, LLC
INCREASED
Shares2,471 from 2,157
Change+314 (+15%)
Value$164.9K (+$30.7K)
Filed 2026-11-03
Friedenthal Financial
NEW
Shares2,351
Change+2,351
Value$157.0K
Filed 2026-10-27
Ashurst Perkins Coie Trust Co
NEW
Shares2,000
Change+2,000
Value$133.5K
Filed 2026-10-15
Brown, Lisle Ings, Inc.
INCREASED
Shares1,928 from 1,812
Change+116 (+6%)
Value$128.7K (+$16.0K)
Filed 2026-10-16
Signaturefd, LLC
UNCHANGED
Shares1,784 from 1,784
Change0 (0%)
Value$119.1K (+$8.1K)
Filed 2026-10-23
Rossby Financial, LCC
NEW
Shares1,726
Change+1,726
Value$115.2K
Filed 2026-11-05
Bell Investment Advisors, Inc
INCREASED
Shares1,707 from 1,055
Change+652 (+62%)
Value$114.0K (+$48.3K)
Filed 2026-10-29
Salomon & Ludwin, LLC
INCREASED
Shares1,677 from 1,667
Change+10 (+1%)
Value$111.9K (+$7.3K)
Filed 2026-10-29
Blue Bell Private Wealth Management, LLC
UNCHANGED
Shares1,581 from 1,581
Change0 (0%)
Value$105.6K (+$7.2K)
Filed 2026-10-29
Oakworth Capital, Inc.
UNCHANGED
Shares1,568 from 1,568
Change0 (0%)
Value$104.7K (+$7.2K)
Filed 2026-10-26
Polaris Financial Partners
NEW
Shares1,555
Change+1,555
Value$105
Filed 2026-10-02
Olistico Wealth, LLC
NEW
Shares1,362
Change+1,362
Value$90.9K
Filed 2026-10-05
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares1,358 from 1,000
Change+358 (+36%)
Value$90.7K (+$28.5K)
Filed 2026-10-16
Dhjj Financial Advisors, Ltd.
DECREASED
Shares1,349 from 1,769
Change-420 (-24%)
Value$90.1K (-$20.0K)
Filed 2026-10-23
Clearstead Advisors, LLC
INCREASED
Shares1,335 from 189
Change+1,146 (+606%)
Value$89.1K (+$77.4K)
Filed 2026-11-06
Trust Co of Toledo NA
UNCHANGED
Shares1,280 from 1,280
Change0 (0%)
Value$85.5K (+$5.8K)
Filed 2026-10-16
Arlington Trust Co LLC
UNCHANGED
Shares1,280 from 1,280
Change0 (0%)
Value$85.5K (+$5.8K)
Filed 2026-10-20
Key Capital Management, Inc
INCREASED
Shares1,266 from 320
Change+946 (+296%)
Value$84.5K (+$64.6K)
Filed 2026-11-03
SouthState Bank Corp
DECREASED
Shares1,195 from 1,645
Change-450 (-27%)
Value$79.8K (-$22.5K)
Filed 2026-11-09
Larson Financial Group LLC
INCREASED
Shares1,140 from 838
Change+302 (+36%)
Value$76.1K (+$23.9K)
Filed 2026-11-05
Halbert Hargrove Global Advisors, LLC
DECREASED
Shares1,112 from 1,165
Change-53 (-5%)
Value$74.2K (+$1.8K)
Filed 2026-10-16
Hilltop National Bank
UNCHANGED
Shares1,100 from 1,100
Change0 (0%)
Value$73.4K (+$5.0K)
Filed 2026-10-14
United Community Bank
UNCHANGED
Shares1,067 from 1,067
Change0 (0%)
Value$71.2K (+$4.9K)
Filed 2026-10-28
SRH Advisors, LLC
UNCHANGED
Shares1,062 from 1,062
Change0 (0%)
Value$70.9K (+$4.8K)
Filed 2026-10-22
Comprehensive Financial Planning, Inc.
INCREASED
Shares1,040 from 1,034
Change+6 (+1%)
Value$69.5K (+$5.1K)
Filed 2026-10-27
Central Trust Co
UNCHANGED
Shares1,004 from 1,004
Change0 (0%)
Value$67.0K (+$4.6K)
Filed 2026-11-05
Cullen T Bankers, Inc.
UNCHANGED
Shares994 from 994
Change0 (0%)
Value$66.4K (+$4.5K)
Filed 2026-10-28
Provenance Wealth Advisors, LLC
NEW
Shares954
Change+954
Value$63.7K
Filed 2026-10-30
Triumph Capital Management
DECREASED
Shares903 from 2,000
Change-1,097 (-55%)
Value$60.3K (-$64.1K)
Filed 2026-10-14
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares902 from 706
Change+196 (+28%)
Value$60.2K (+$16.3K)
Filed 2026-10-27
Montag A & Associates Inc
UNCHANGED
Shares890 from 890
Change0 (0%)
Value$59.4K (+$4.1K)
Filed 2026-10-29
Trust Co of Vermont
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$53.4K (+$3.6K)
Filed 2026-10-21
JTC Employer Solutions Trustee Ltd
UNCHANGED
Shares780 from 780
Change0 (0%)
Value$52 (-$48.9K)
Filed 2026-11-09
JFS Wealth Advisors, LLC
UNCHANGED
Shares714 from 714
Change0 (0%)
Value$47.7K (+$3.3K)
Filed 2026-11-03
William Mack & Associates, Inc.
NEW
Shares684
Change+684
Value$45.7K
Filed 2026-10-27
Bayban
UNCHANGED
Shares683 from 683
Change0 (0%)
Value$42.5K ($0)
Filed 2026-11-05
NBH Bank
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$43.4K (+$3.0K)
Filed 2026-11-05
Cassaday & Co Wealth Management LLC
DECREASED
Shares625 from 834
Change-209 (-25%)
Value$41.7K (-$10.2K)
Filed 2026-10-27
Kelleher Financial Advisors
UNCHANGED
Shares609 from 609
Change0 (0%)
Value$40.7K (+$2.8K)
Filed 2026-10-30
Register Financial Advisors LLC
UNCHANGED
Shares605 from 605
Change0 (0%)
Value$40.4K (+$2.8K)
Filed 2026-10-23
First Horizon Corp
UNCHANGED
Shares603 from 603
Change0 (0%)
Value$40.3K (+$2.7K)
Filed 2026-10-26
Gamma Investing LLC
UNCHANGED
Shares585 from 585
Change0 (0%)
Value$39.1K (+$2.7K)
Filed 2026-10-08
Redwood Park Advisors LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$33.4K (+$2.3K)
Filed 2026-11-02
Robbins Farley
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$33.4K (+$2.3K)
Filed 2026-10-21
American Capital Advisory, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$33.4K (+$2.3K)
Filed 2026-10-28
Costello Asset Management, Inc
INCREASED
Shares488 from 485
Change+3 (+1%)
Value$32.6K (+$2.4K)
Filed 2026-10-30
Harbor Investment Advisory, LLC
UNCHANGED
Shares485 from 485
Change0 (0%)
Value$32.4K (+$2.2K)
Filed 2026-10-13
Cape Investment Advisory, Inc.
UNCHANGED
Shares475 from 475
Change0 (0%)
Value$31.7K (+$2.2K)
Filed 2026-10-13
Hughes Financial Services, LLC
UNCHANGED
Shares427 from 427
Change0 (0%)
Value$30.4K (+$3.8K)
Filed 2026-10-30
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$26.7K (+$1.8K)
Filed 2026-11-02
Farmers & Merchants Investments Inc
DECREASED
Shares385 from 420
Change-35 (-8%)
Value$25.7K (-$421)
Filed 2026-10-22
Nvwm, LLC
UNCHANGED
Shares359 from 359
Change0 (0%)
Value$24.0K (+$1.6K)
Filed 2026-10-14
Private Wealth Management Group, LLC
NEW
Shares350
Change+350
Value$23.4K
Filed 2026-10-19
Bessemer Group Inc
UNCHANGED
Shares347 from 347
Change0 (0%)
Value$23 (+$1)
Filed 2026-11-09
Ascentis Wealth Management, LLC
INCREASED
Shares345 from 340
Change+5 (+1%)
Value$23.0K (+$1.9K)
Filed 2026-11-03
Smallwood Wealth Investment Management, LLC
DECREASED
Shares342 from 380
Change-38 (-10%)
Value$22.8K (-$805)
Filed 2026-10-30
Abound Wealth Management
UNCHANGED
Shares295 from 295
Change0 (0%)
Value$19.7K (+$1.3K)
Filed 2026-10-26
Hantz Financial Services, Inc.
DECREASED
Shares281 from 310
Change-29 (-9%)
Value$19 ($0)
Filed 2026-11-09
Nemes Rush Group LLC
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$16.0K (+$1.1K)
Filed 2026-11-04
First Command Advisory Services, Inc.
INCREASED
Shares224 from 49
Change+175 (+357%)
Value$15.0K (+$11.9K)
Filed 2026-11-05
Pinnacle Bancorp, Inc.
UNCHANGED
Shares222 from 222
Change0 (0%)
Value$14.8K (+$1.0K)
Filed 2026-10-21
American National Bank & Trust
UNCHANGED
Shares206 from 206
Change0 (0%)
Value$13.8K (+$939)
Filed 2026-10-07
Nfsg Corp
DECREASED
Shares199 from 203
Change-4 (-2%)
Value$13.3K (+$673)
Filed 2026-10-15
Gen-Wealth Partners Inc
UNCHANGED
Shares177 from 177
Change0 (0%)
Value$11.8K (+$808)
Filed 2026-11-04
Wolff Wiese Magana LLC
UNCHANGED
Shares176 from 176
Change0 (0%)
Value$11.8K (+$802)
Filed 2026-10-15
Align Financial, LLC
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$11.3K (+$775)
Filed 2026-10-16
Rydar Equities, Inc.
NEW
Shares167
Change+167
Value$11.3K
Filed 2026-10-13
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares152 from 152
Change0 (0%)
Value$10.1K (+$693)
Filed 2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares129 from 1,229
Change-1,100 (-89%)
Value$8.7K (-$68.0K)
Filed 2026-10-14
Financial Network Wealth Advisors LLC
UNCHANGED
Shares129 from 129
Change0 (0%)
Value$8.6K (+$588)
Filed 2026-10-28
Root Financial Partners, LLC
NEW
Shares111
Change+111
Value$7.4K
Filed 2026-10-21
Foresight Capital Management Advisors, Inc.
NEW
Shares105
Change+105
Value$7.0K
Filed 2026-10-27
TD Waterhouse Canada Inc.
NEW
Shares100
Change+100
Value$6.8K
Filed 2026-10-16
Entrust Financial LLC
NEW
Shares100
Change+100
Value$6.7K
Filed 2026-11-04
Phillip James Consulting Co.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$6.7K (+$456)
Filed 2026-11-03
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$5.2K (+$356)
Filed 2026-10-07
Winch Advisory Services, LLC
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$3.9K (+$264)
Filed 2026-11-06
United Financial Planning Group LLC
NEW
Shares48
Change+48
Value$3.2K
Filed 2026-11-04
Nova Financial LLC
NEW
Shares40
Change+40
Value$2.7K
Filed 2026-11-04
GK Wealth Management LLC
DECREASED
Shares34 from 22,848
Change-22,814 (-100%)
Value$2.3K (-$1.4M)
Filed 2026-10-09
Jacobi Capital Management LLC
NEW
Shares25
Change+25
Value$1.7K
Filed 2026-11-05
Clayton Financial Group LLC
NEW
Shares19
Change+19
Value$1.3K
Filed 2026-10-13
Go Invest LLC
DECREASED
Shares18 from 19
Change-1 (-5%)
Value$1.2K (-$23)
Filed 2026-10-09
Evermay Wealth Management LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$868 (+$59)
Filed 2026-11-05
Trust Co
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$670 (+$46)
Filed 2026-10-09
Kingdom Financial Group Llc.
NEW
Shares7
Change+7
Value$470
Filed 2026-11-04
Dogwood Wealth Management LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$56 (+$4)
Filed 2026-11-09
Jefferies Financial Group Inc.
CLOSED
Shares0 from 115,232
Change-115,232 (-100%)
Value$0 (-$7.2M)
Filed 2026-11-05
KMG Fiduciary Partners, LLC
CLOSED
Shares0 from 41,416
Change-41,416 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-14
Strategic Equity Management
CLOSED
Shares0 from 21,046
Change-21,046 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-04
Avestar Capital, LLC
CLOSED
Shares0 from 20,655
Change-20,655 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-28
Canvas Wealth Advisors, LLC
CLOSED
Shares0 from 17,749
Change-17,749 (-100%)
Value$0 (-$1.1M)
Filed 2026-11-02
Revisor Wealth Management LLC
CLOSED
Shares0 from 14,914
Change-14,914 (-100%)
Value$0 (-$927.6K)
Filed 2026-10-20
RMR Wealth Builders
CLOSED
Shares0 from 12,894
Change-12,894 (-100%)
Value$0 (-$802.0K)
Filed 2026-10-22
Hofer & Associates. Inc
CLOSED
Shares0 from 10,419
Change-10,419 (-100%)
Value$0 (-$648.1K)
Filed 2026-10-13
Vann Equity Management LLC
CLOSED
Shares0 from 9,408
Change-9,408 (-100%)
Value$0 (-$585.2K)
Filed 2026-10-08
Schmidt P J Investment Management Inc
CLOSED
Shares0 from 9,145
Change-9,145 (-100%)
Value$0 (-$568.8K)
Filed 2026-11-02
Regimen Wealth, LLC
CLOSED
Shares0 from 5,967
Change-5,967 (-100%)
Value$0 (-$371.2K)
Filed 2026-11-09
Advisor Resource Council
CLOSED
Shares0 from 4,655
Change-4,655 (-100%)
Value$0 (-$289.5K)
Filed 2026-11-05
Asset Allocation Strategies LLC
CLOSED
Shares0 from 4,593
Change-4,593 (-100%)
Value$0 (-$285.7K)
Filed 2026-10-20
Citizens Financial Group Inc
CLOSED
Shares0 from 4,547
Change-4,547 (-100%)
Value$0 (-$282.8K)
Filed 2026-10-23
Breachway Investments LLC
CLOSED
Shares0 from 3,900
Change-3,900 (-100%)
Value$0 (-$242.6K)
Filed 2026-10-19
KPP Advisory Services LLC
CLOSED
Shares0 from 3,720
Change-3,720 (-100%)
Value$0 (-$231.4K)
Filed 2026-10-26
Gibbs Wealth Management
CLOSED
Shares0 from 3,493
Change-3,493 (-100%)
Value$0 (-$217.3K)
Filed 2026-10-22
Castle Rock Wealth Management, LLC
CLOSED
Shares0 from 3,468
Change-3,468 (-100%)
Value$0 (-$217.7K)
Filed 2026-10-09
SeaCrest Wealth Management, LLC
CLOSED
Shares0 from 3,298
Change-3,298 (-100%)
Value$0 (-$205.1K)
Filed 2026-10-21
MCF Advisors LLC
CLOSED
Shares0 from 1,324
Change-1,324 (-100%)
Value$0 (-$82.4K)
Filed 2026-10-28
Salem Investment Counselors Inc
CLOSED
Shares0 from 350
Change-350 (-100%)
Value$0 (-$21.8K)
Filed 2026-10-13
Robinswood Financial LLC
CLOSED
Shares0 from 344
Change-344 (-100%)
Value$0 (-$21.4K)
Filed 2026-10-20
Simplex Trading, LLC
CLOSED
Shares0 from 255
Change-255 (-100%)
Value$0 (-$15.9K)
Filed 2026-11-04
Farmers & Merchants Trust Co of Chambersburg PA
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$2)
Filed 2026-10-14
LifeSteps Financial, Inc.
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$1.9K)
Filed 2026-10-15
Bank of America Corp
N/A
Shares— from 34,921,249
Change-34,921,249 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 14,293,930
Change-14,293,930 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 8,283,369
Change-8,283,369 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 7,353,591
Change-7,353,591 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 6,248,671
Change-6,248,671 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 5,403,084
Change-5,403,084 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4,181,948
Change-4,181,948 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 4,018,479
Change-4,018,479 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 2,954,105
Change-2,954,105 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,713,530
Change-2,713,530 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,288,164
Change-2,288,164 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 2,102,044
Change-2,102,044 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 1,781,365
Change-1,781,365 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 1,507,446
Change-1,507,446 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,432,682
Change-1,432,682 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 958,083
Change-958,083 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 826,547
Change-826,547 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 794,444
Change-794,444 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 687,662
Change-687,662 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 660,217
Change-660,217 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 615,418
Change-615,418 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 565,627
Change-565,627 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 563,677
Change-563,677 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 547,789
Change-547,789 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 524,646
Change-524,646 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 517,295
Change-517,295 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 502,997
Change-502,997 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 482,832
Change-482,832 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 467,498
Change-467,498 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 440,862
Change-440,862 (-100%)
Value—
Presidio Capital Management, LLC
N/A
Shares— from 428,706
Change-428,706 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 401,918
Change-401,918 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 378,213
Change-378,213 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 374,188
Change-374,188 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 355,947
Change-355,947 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 353,570
Change-353,570 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 332,126
Change-332,126 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 307,692
Change-307,692 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 278,438
Change-278,438 (-100%)
Value—
&partners
N/A
Shares— from 271,027
Change-271,027 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 261,752
Change-261,752 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 249,443
Change-249,443 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 239,173
Change-239,173 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 225,883
Change-225,883 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 225,819
Change-225,819 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 220,773
Change-220,773 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 206,336
Change-206,336 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 204,699
Change-204,699 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 203,425
Change-203,425 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 202,522
Change-202,522 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 193,534
Change-193,534 (-100%)
Value—
Argo Wealth Advisory, LLC
N/A
Shares— from 191,489
Change-191,489 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 181,404
Change-181,404 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 181,310
Change-181,310 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 178,900
Change-178,900 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 170,477
Change-170,477 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 155,966
Change-155,966 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 154,238
Change-154,238 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 148,277
Change-148,277 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 147,846
Change-147,846 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 147,101
Change-147,101 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 147,093
Change-147,093 (-100%)
Value—
Blair William & Co
N/A
Shares— from 137,765
Change-137,765 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 135,710
Change-135,710 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 134,888
Change-134,888 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 134,017
Change-134,017 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 118,523
Change-118,523 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 116,406
Change-116,406 (-100%)
Value—
Modus Advisors, LLC
N/A
Shares— from 115,515
Change-115,515 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 112,038
Change-112,038 (-100%)
Value—
Oxford Wealth Group, LLC
N/A
Shares— from 103,298
Change-103,298 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 102,232
Change-102,232 (-100%)
Value—
Granby Capital Management, LLC
N/A
Shares— from 100,000
Change-100,000 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 93,021
Change-93,021 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 92,581
Change-92,581 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 90,239
Change-90,239 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 90,031
Change-90,031 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 89,145
Change-89,145 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 89,043
Change-89,043 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 84,037
Change-84,037 (-100%)
Value—
American Alpha Advisors, LLC
N/A
Shares— from 83,311
Change-83,311 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 83,201
Change-83,201 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 81,498
Change-81,498 (-100%)
Value—
CMC Financial Group
N/A
Shares— from 80,585
Change-80,585 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 79,685
Change-79,685 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 75,439
Change-75,439 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 73,863
Change-73,863 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 73,175
Change-73,175 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 72,917
Change-72,917 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 70,874
Change-70,874 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 69,225
Change-69,225 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 68,956
Change-68,956 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 68,175
Change-68,175 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 64,281
Change-64,281 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 63,969
Change-63,969 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 63,261
Change-63,261 (-100%)
Value—
Betterment LLC
N/A
Shares— from 59,791
Change-59,791 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 55,322
Change-55,322 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 55,009
Change-55,009 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 54,833
Change-54,833 (-100%)
Value—
Broadleaf Partners, LLC
N/A
Shares— from 54,491
Change-54,491 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 53,268
Change-53,268 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 52,647
Change-52,647 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 52,509
Change-52,509 (-100%)
Value—
Fortis Advisors, LLC
N/A
Shares— from 52,473
Change-52,473 (-100%)
Value—
FMR LLC
N/A
Shares— from 52,403
Change-52,403 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 51,935
Change-51,935 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 51,437
Change-51,437 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 50,098
Change-50,098 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 49,534
Change-49,534 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 46,653
Change-46,653 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 43,553
Change-43,553 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 43,402
Change-43,402 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 43,112
Change-43,112 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 42,681
Change-42,681 (-100%)
Value—
Atlantic Family Wealth, LLC
N/A
Shares— from 42,381
Change-42,381 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 37,342
Change-37,342 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 36,487
Change-36,487 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 36,406
Change-36,406 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 36,335
Change-36,335 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 35,815
Change-35,815 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 34,668
Change-34,668 (-100%)
Value—
Brio Consultants, LLC
N/A
Shares— from 33,626
Change-33,626 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 33,361
Change-33,361 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 32,421
Change-32,421 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 31,843
Change-31,843 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 30,672
Change-30,672 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 29,229
Change-29,229 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 29,001
Change-29,001 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 28,880
Change-28,880 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 28,757
Change-28,757 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 27,610
Change-27,610 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 26,695
Change-26,695 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 26,384
Change-26,384 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 26,195
Change-26,195 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 26,183
Change-26,183 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 25,921
Change-25,921 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 25,850
Change-25,850 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 24,808
Change-24,808 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 24,476
Change-24,476 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 24,262
Change-24,262 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 22,500
Change-22,500 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 22,122
Change-22,122 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 21,869
Change-21,869 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 21,726
Change-21,726 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 21,670
Change-21,670 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 21,556
Change-21,556 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 21,276
Change-21,276 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 20,968
Change-20,968 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 20,509
Change-20,509 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 20,223
Change-20,223 (-100%)
Value—
Legacy Capital Wealth Management, LLC
N/A
Shares— from 19,427
Change-19,427 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 19,132
Change-19,132 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 19,100
Change-19,100 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 18,760
Change-18,760 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 18,749
Change-18,749 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 18,592
Change-18,592 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 18,478
Change-18,478 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 18,027
Change-18,027 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 18,007
Change-18,007 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 16,820
Change-16,820 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 16,643
Change-16,643 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 16,592
Change-16,592 (-100%)
Value—
5T Wealth, LLC
N/A
Shares— from 16,140
Change-16,140 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 15,482
Change-15,482 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 14,745
Change-14,745 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 14,736
Change-14,736 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 14,476
Change-14,476 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 14,323
Change-14,323 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 13,895
Change-13,895 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 13,806
Change-13,806 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 13,643
Change-13,643 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 13,583
Change-13,583 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 13,451
Change-13,451 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 12,706
Change-12,706 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 12,590
Change-12,590 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 12,585
Change-12,585 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 12,448
Change-12,448 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 12,395
Change-12,395 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 12,373
Change-12,373 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 12,318
Change-12,318 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 12,088
Change-12,088 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 11,989
Change-11,989 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 11,809
Change-11,809 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 11,555
Change-11,555 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 11,228
Change-11,228 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 11,068
Change-11,068 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 11,048
Change-11,048 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 10,973
Change-10,973 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 10,488
Change-10,488 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 10,403
Change-10,403 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 10,374
Change-10,374 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 10,335
Change-10,335 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 10,226
Change-10,226 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 10,220
Change-10,220 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 10,139
Change-10,139 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 9,899
Change-9,899 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 9,671
Change-9,671 (-100%)
Value—
Centric Wealth Management
N/A
Shares— from 9,654
Change-9,654 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 9,565
Change-9,565 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 9,535
Change-9,535 (-100%)
Value—
Stephens Inc
N/A
Shares— from 9,496
Change-9,496 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 9,388
Change-9,388 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 9,267
Change-9,267 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 9,057
Change-9,057 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 8,967
Change-8,967 (-100%)
Value—
Bay Rivers Group
N/A
Shares— from 8,946
Change-8,946 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 8,867
Change-8,867 (-100%)
Value—
IFS Group,LLC
N/A
Shares— from 8,775
Change-8,775 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 8,640
Change-8,640 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 8,508
Change-8,508 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 8,428
Change-8,428 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 8,395
Change-8,395 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 8,382
Change-8,382 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 8,091
Change-8,091 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 7,958
Change-7,958 (-100%)
Value—
Fiducient Advisors LLC
N/A
Shares— from 7,856
Change-7,856 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 7,775
Change-7,775 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 7,663
Change-7,663 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 7,634
Change-7,634 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 7,318
Change-7,318 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 7,114
Change-7,114 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 6,659
Change-6,659 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 6,592
Change-6,592 (-100%)
Value—
WealthTrust Axiom LLC
N/A
Shares— from 6,526
Change-6,526 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 6,498
Change-6,498 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 6,411
Change-6,411 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 6,110
Change-6,110 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 5,823
Change-5,823 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 5,777
Change-5,777 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 5,595
Change-5,595 (-100%)
Value—
Chancellor Financial Group WB LP
N/A
Shares— from 5,595
Change-5,595 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 5,550
Change-5,550 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 5,537
Change-5,537 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 5,472
Change-5,472 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 5,289
Change-5,289 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 5,245
Change-5,245 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 5,222
Change-5,222 (-100%)
Value—
Capasso Planning Partners LLC
N/A
Shares— from 5,142
Change-5,142 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 5,020
Change-5,020 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 5,011
Change-5,011 (-100%)
Value—
E-Wealth Partners, LLC
N/A
Shares— from 5,002
Change-5,002 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 4,860
Change-4,860 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 4,722
Change-4,722 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 4,636
Change-4,636 (-100%)
Value—
Retirement Planning Group, LLC / NY
N/A
Shares— from 4,604
Change-4,604 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 4,566
Change-4,566 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 4,564
Change-4,564 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 4,518
Change-4,518 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 4,124
Change-4,124 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 4,082
Change-4,082 (-100%)
Value—
Adapt Wealth Advisors, LLC
N/A
Shares— from 3,980
Change-3,980 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 3,755
Change-3,755 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 3,748
Change-3,748 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 3,703
Change-3,703 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 3,591
Change-3,591 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 3,589
Change-3,589 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 3,584
Change-3,584 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 3,519
Change-3,519 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 3,497
Change-3,497 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 3,470
Change-3,470 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 3,235
Change-3,235 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 3,144
Change-3,144 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 2,848
Change-2,848 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 2,331
Change-2,331 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1,874
Change-1,874 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 1,836
Change-1,836 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,793
Change-1,793 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 1,737
Change-1,737 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 1,462
Change-1,462 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 1,212
Change-1,212 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 1,081
Change-1,081 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,012
Change-1,012 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 926
Change-926 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 897
Change-897 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 896
Change-896 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 889
Change-889 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 856
Change-856 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 765
Change-765 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 763
Change-763 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 707
Change-707 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 675
Change-675 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 650
Change-650 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 397
Change-397 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 389
Change-389 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 354
Change-354 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 346
Change-346 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 282
Change-282 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 274
Change-274 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 255
Change-255 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 253
Change-253 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 248
Change-248 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 240
Change-240 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 202
Change-202 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 150
Change-150 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 146
Change-146 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 135
Change-135 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 86
Change-86 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 84
Change-84 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 43
Change-43 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
LPL Financial LLC
DECREASED17,419,44717,650,702-231,255-1%$1.1B$1.2B+$65.0M2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED2,826,0313,133,164-307,133-10%$194.9M$188.7K-$194.7M2026-11-02
Commonwealth Equity Services, LLC
DECREASED2,458,7332,866,315-407,582-14%$178.3M$164.1M-$14.1M2026-11-02
HighTower Advisors, LLC
DECREASED1,746,0571,798,669-52,612-3%$111.9M$116.6M+$4.7M2026-11-10
Kestra Advisory Services, LLC
INCREASED1,721,5861,681,955+39,631+2%$104.6M$114.9M+$10.3M2026-11-02
Evensky & Katz LLC
INCREASED858,699850,580+8,119+1%$52.9M$57.3K-$52.8M2026-10-27
Wealth Enhancement Advisory Services, LLC
INCREASED847,024826,966+20,058+2%$53.0M$58.3M+$5.4M2026-10-13
Capital Asset Advisory Services LLC
DECREASED804,543991,806-187,263-19%$61.7M$57.7M-$3.9M2026-10-30
AlphaCore Capital LLC
INCREASED692,337654,555+37,782+6%$40.7M$46.2M+$5.5M2026-11-04
D.A. Davidson & Co.
DECREASED647,315675,135-27,820-4%$42.0M$43.2M+$1.2M2026-10-28
Truist Financial Corp
INCREASED642,581597,826+44,755+7%$37.2M$42.9M+$5.7M2026-10-30
Provident Wealth Management, LLC
DECREASED605,034831,000-225,966-27%$51.7M$40.4M-$11.3M2026-10-20
Citigroup Inc
DECREASED574,039601,502-27,463-5%$37.4M$38.3M+$909.4K2026-11-04
Great Valley Advisor Group, Inc.
INCREASED529,988526,142+3,846+1%$32.7M$35.4M+$2.7M2026-11-09
EverSource Wealth Advisors, LLC
DECREASED500,875510,235-9,360-2%$31.7M$33.4M+$1.7M2026-11-04
Matauro, LLC
INCREASED455,763433,819+21,944+5%$27.0M$30.4M+$3.4M2026-11-03
Certified Advisory Corp
INCREASED455,644447,890+7,754+2%$27.9M$30.4M+$2.6M2026-10-29
Harbour Investments, Inc.
DECREASED426,917490,316-63,399-13%$30.5M$28.5M-$2.0M2026-11-09
Paragon Capital Management Ltd
INCREASED410,799410,235+564+0%$25.5M$27.4M+$1.9M2026-10-09
Wiser Wealth Management, Inc
INCREASED409,386400,271+9,115+2%$24.9M$27.3M+$2.4M2026-10-14
Aprio Wealth Management, LLC
DECREASED402,863670,801-267,938-40%$41.7M$26.9M-$14.8M2026-10-28
Decker Wealth Management LLC
INCREASED363,074360,738+2,336+1%$22.4M$24.2M+$1.8M2026-10-09
Wilmington Savings Fund Society, FSB
DECREASED339,145365,032-25,887-7%$22.7M$22.6M-$63.7K2026-10-23
Independent Financial Group, LLC
INCREASED334,981325,573+9,408+3%$20.3M$22.4M+$2.1M2026-10-13
Kestra Private Wealth Services, LLC
DECREASED334,025409,956-75,931-19%$25.5M$22.3M-$3.2M2026-11-06
Concurrent Investment Advisors, LLC
INCREASED333,762315,772+17,990+6%$19.6M$22.3M+$2.6M2026-10-16
Wealthcare Advisory Partners LLC
DECREASED320,003595,665-275,662-46%$37.1M$21.4M-$15.7M2026-10-21
Creative Financial Designs Inc
INCREASED312,777303,930+8,847+3%$18.9M$20.9M+$2.0M2026-11-04
J.W. Cole Advisors, Inc.
DECREASED312,090312,168-780%$19.4M$20.8M+$1.4M2026-11-05
Financial Security Advisor, Inc.
DECREASED311,230323,644-12,414-4%$20.1M$20.8M+$647.1K2026-11-03
Inlight Wealth Management, LLC
INCREASED310,402302,004+8,398+3%$18.8M$20.7M+$1.9M2026-10-21
Madrona Financial Services, LLC
INCREASED307,138271,854+35,284+13%$16.9M$20.5M+$3.6M2026-10-23
Wealth Group Ltd
DECREASED306,196308,884-2,688-1%$19.2M$20.7M+$1.5M2026-10-07
Merit Financial Group, LLC
INCREASED295,181123,744+171,437+139%$7.7M$19.7M+$12.0M2026-11-06
Cyr Financial Inc.
INCREASED294,565272,864+21,701+8%$17.0M$19.7M+$2.7M2026-10-16
GLR Partners, LLC
INCREASED288,796285,169+3,627+1%$17.7M$19.3M+$1.5M2026-11-04
Thoroughbred Financial Services, LLC
DECREASED280,181310,038-29,857-10%$19.3M$18.7K-$19.3M2026-11-09
Clay Northam Wealth Management, LLC
INCREASED279,327276,239+3,088+1%$17.2M$18.6M+$1.5M2026-10-13
Oppenheimer & Co Inc
DECREASED277,057296,379-19,322-7%$18.4M$18.5M+$61.6K2026-10-26
Compound Planning, Inc.
DECREASED269,059279,729-10,670-4%$17.4M$18.0M+$563.3K2026-11-09
Foster Victor Wealth Advisors, LLC
INCREASED259,760258,601+1,159+0%$16.5M$18.2M+$1.7M2026-10-21
Intelligence Driven Advisers, LLC
DECREASED253,437257,792-4,355-2%$16.0M$16.9M+$884.8K2026-10-09
Geneos Wealth Management Inc.
INCREASED249,307249,075+232+0%$15.5M$16.6M+$1.2M2026-11-09
Plan Group Financial, LLC
DECREASED248,130249,803-1,673-1%$15.5M$17.6M+$2.1M2026-10-22
Thrivent Financial for Lutherans
INCREASED247,887240,738+7,149+3%$15.0M$16.5K-$15.0M2026-11-05
MGO One Seven LLC
DECREASED246,898248,255-1,357-1%$15.4M$16.5M+$1.0M2026-10-28
Longview Financial Advisors, Inc.
INCREASED234,257232,491+1,766+1%$14.5M$15.6M+$1.2M2026-10-09
Fifth Third Bancorp
INCREASED215,927215,409+518+0%$13.4M$14.4M+$1.0M2026-11-05
Sylvest Advisors, LLC
DECREASED212,419218,057-5,638-3%$13.6M$14.2M+$618.0K2026-10-26
XML Financial, LLC
INCREASED210,398208,239+2,159+1%$13.0M$14.0M+$1.1M2026-10-29
Level Four Advisory Services, LLC
DECREASED208,301226,228-17,927-8%$14.1M$13.9M-$165.2K2026-11-06
GEN Financial Management, Inc.
DECREASED199,445200,543-1,098-1%$12.5M$13.3M+$841.2K2026-10-13
Davenport & Co LLC
INCREASED196,780178,046+18,734+11%$11.1M$13.1M+$2.1M2026-10-14
Sigma Planning Corp
DECREASED194,160229,879-35,719-16%$14.3M$12.8M-$1.5M2026-10-23
Prospera Financial Services Inc
INCREASED190,715181,726+8,989+5%$11.3M$13.6M+$2.3M2026-11-04
Ballast, Inc.
DECREASED189,446195,254-5,808-3%$12.1M$12.6M+$502.6K2026-10-20
Financial Partners Group, Inc
DECREASED186,071200,033-13,962-7%$12.4M$12.4M-$20.0K2026-10-19
Navigation Group, LLC
DECREASED185,635188,936-3,301-2%$11.8M$12.4M+$641.1K2026-10-28
Benchmark Financial Wealth Advisors, LLC
INCREASED184,654181,078+3,576+2%$11.3M$12.3M+$1.1M2026-10-20
Investment Advisory Services Inc
INCREASED183,335179,806+3,529+2%$11.2M$12.2M+$1.1M2026-10-27
Fiduciary Alliance LLC
INCREASED182,408154,333+28,075+18%$9.6M$12.2M+$2.6M2026-10-13
HBW Advisory Services LLC
DECREASED180,368272,584-92,216-34%$17.0M$12.0M-$4.9M2026-10-15
Csenge Advisory Group
DECREASED177,072181,944-4,872-3%$11.3M$11.8M+$504.4K2026-11-04
PTM Wealth Management, LLC
INCREASED175,693172,171+3,522+2%$11.2M$11.9M+$760.9K2026-10-23
Beacon Investment Advisory Services, Inc.
INCREASED174,651163,990+10,661+7%$10.2M$11.7M+$1.5M2026-10-13
Mainsail Financial Group, LLC
DECREASED173,181181,672-8,491-5%$11.3M$11.6M+$261.6K2026-10-23
Lighthouse Wealth Management Inc.
INCREASED170,309168,212+2,097+1%$10.5M$11.4M+$907.0K2026-10-13
Tamar Securities, LLC
INCREASED169,397153,384+16,013+10%$9.5M$11.3M+$1.8M2026-11-03
HUB Investment Partners, LLC
DECREASED168,968169,212-2440%$10.5M$11.3M+$755.3K2026-11-03
Burns Matteson Capital Management, LLC
DECREASED168,832173,151-4,319-2%$10.8M$11.3M+$501.2K2026-10-16
Accordant Advisory Group Inc
DECREASED168,631170,545-1,914-1%$10.6M$11.3M+$649.9K2026-10-29
Endowment Wealth Management, Inc.
INCREASED160,472146,141+14,331+10%$9.1M$10.7M+$1.6M2026-11-03
Verus Capital Partners, LLC
DECREASED159,474209,559-50,085-24%$13.0M$10.6M-$2.4M2026-11-03
Bryn Mawr Trust Advisors, LLC
DECREASED159,041169,603-10,562-6%$10.5M$10.6M+$68.3K2026-11-04
Cora Capital Advisors LLC
DECREASED158,763163,213-4,450-3%$10.2M$10.6M+$447.2K2026-11-02
Fermata Advisors, LLC
DECREASED158,703183,265-24,562-13%$11.4M$10.6M-$804.1K2026-10-13
Parcion Private Wealth LLC
INCREASED157,174153,570+3,604+2%$9.6M$10.5M+$940.8K2026-10-28
Markowski Investments
INCREASED151,833148,707+3,126+2%$9.2M$10.1M+$886.8K2026-10-30
Avid Wealth Partners LLC
NEW150,464—+150,464——$10.0M—2026-11-03
Altus Wealth Group LLC
DECREASED149,478156,643-7,165-5%$9.7M$10.0M+$236.0K2026-10-20
Ted Buchan & Co
DECREASED144,449146,564-2,115-1%$9.1M$9.6M+$527.2K2026-10-23
Winter & Associates, Inc.
INCREASED138,729130,809+7,920+6%$8.1M$9.9M+$1.7M2026-10-23
VestGen Advisors, LLC
DECREASED136,670140,952-4,282-3%$8.8M$9.1M+$356.9K2026-10-27
Onyx Bridge Wealth Group LLC
DECREASED135,011137,576-2,565-2%$8.6M$9.0M+$456.1K2026-10-16
Guilbault Capital LLC
DECREASED133,395137,557-4,162-3%$8.6M$8.9M+$349.4K2026-10-28
Nwam LLC
INCREASED123,000101,524+21,476+21%$6.3M$8.2M+$1.9M2026-11-09
IFP Advisors, Inc
DECREASED121,316121,969-653-1%$7.6M$8.1M+$512.6K2026-10-16
First Heartland Consultants, Inc.
INCREASED119,526113,021+6,505+6%$7.0M$8.0M+$949.6K2026-10-08
Q3 Asset Management
NEW116,330—+116,330——$8.4K—2026-11-06
Park Avenue Securities LLC
DECREASED116,128143,210-27,082-19%$8.9M$7.8K-$8.9M2026-10-26
Fearless Solutions, LLC dba Best Invest
INCREASED115,817113,571+2,246+2%$7.1M$7.7M+$667.8K2026-10-14
American Financial & TAX Strategies Inc
INCREASED110,514110,207+307+0%$6.9M$7.4M+$523.1K2026-10-16
Tableaux LLC
INCREASED110,189110,026+163+0%$6.8M$7.4M+$512.6K2026-10-23
RVW Wealth, LLC
DECREASED109,419111,783-2,364-2%$7.0M$7.3M+$351.9K2026-10-06
Moneco Advisors, LLC
DECREASED107,946117,450-9,504-8%$7.3M$7.2M-$99.0K2026-11-05
Procyon Advisors, LLC
DECREASED106,177120,910-14,733-12%$7.5M$7.1M-$432.2K2026-10-21
Strategic Blueprint, LLC
DECREASED104,295131,945-27,650-21%$8.2M$7.0M-$1.2M2026-10-22
Intrua Financial, LLC
INCREASED103,561102,582+979+1%$6.4M$6.9M+$533.1K2026-10-28
Cerro Pacific Wealth Advisors LLC
INCREASED101,79894,612+7,186+8%$5.9M$6.8M+$911.1K2026-10-22
Schear Investment Advisers, LLC
NEW100,476—+100,476——$6.7M—2026-10-14
Tempo Wealth, LLC
DECREASED100,476102,919-2,443-2%$6.4M$6.7M+$306.2K2026-10-14
Fortune Financial Group, Inc.
INCREASED99,99293,919+6,073+6%$5.8M$6.7M+$833.7K2026-10-22
Moors & Cabot, Inc.
DECREASED99,148103,209-4,061-4%$6.4M$6.6M+$199.5K2026-11-06
Northbridge Financial Group, LLC
INCREASED99,10096,968+2,132+2%$6.0M$6.7M+$699.4K2026-11-05
Tandem Investment Partners LLC
DECREASED97,16998,477-1,308-1%$6.1M$6.5M+$361.7K2026-10-16
Retirement Planning Group, LLC
DECREASED94,17997,302-3,123-3%$6.1M$6.3M+$235.2K2026-10-19
Peak Financial Advisors LLC
INCREASED93,80036,053+57,747+160%$2.2M$6.3M+$4.0M2026-10-28
Anson Capital, Inc.
DECREASED93,258103,535-10,277-10%$6.4M$6.2M-$214.0K2026-10-23
EPG Wealth Management LLC
INCREASED91,09190,177+914+1%$5.6M$6.1M+$472.2K2026-11-03
BCS Wealth Management
INCREASED89,54083,108+6,432+8%$5.2M$6.0M+$808.4K2026-11-03
LifeWealth Investments, LLC
INCREASED89,15886,052+3,106+4%$5.4M$6.0M+$599.7K2026-10-21
Prota Financial, LLC
DECREASED88,58188,973-3920%$5.6M$6.0M+$405.9K2026-10-08
Cathy Pareto & Associates, Inc
DECREASED87,80992,053-4,244-5%$5.7M$5.9M+$136.0K2026-10-15
Y-Intercept (Hong Kong) Ltd
NEW86,877—+86,877——$5.8M—2026-10-16
Chicago Partners Investment Group LLC
DECREASED81,70091,695-9,995-11%$5.8M$5.8M-$31.0K2026-10-27
HighPoint Advisor Group LLC
DECREASED81,30781,995-688-1%$5.1M$5.4M+$327.9K2026-11-09
Lunt Capital Management, Inc.
INCREASED81,08079,756+1,324+2%$5.0M$5.4M+$452.1K2026-10-30
BNB Wealth Management, LLC
INCREASED80,79010,629+70,161+660%$661.1K$5.4M+$4.7M2026-10-28
Wedbush Securities Inc
INCREASED80,26978,983+1,286+2%$4.9M$5.4K-$4.9M2026-10-22
WealthPlan Investment Management, LLC
DECREASED78,60392,925-14,322-15%$5.8M$5.2M-$532.4K2026-10-15
Strategic Family Wealth Counselors, L.L.C.
DECREASED77,80278,004-2020%$4.9M$5.2M+$342.2K2026-10-29
Davis Investment Partners, LLC
INCREASED77,33359,254+18,079+31%$3.7M$5.2M+$1.5M2026-11-05
Bedel Financial Consulting, Inc.
DECREASED76,91977,445-526-1%$4.8M$5.1M+$318.0K2026-11-06
Signature Estate & Investment Advisors LLC
INCREASED76,50475,732+772+1%$4.7M$5.1M+$396.9K2026-10-13
Lodestone Wealth Management LLC
INCREASED76,44372,736+3,707+5%$4.5M$5.1M+$579.1K2026-10-14
PFG Advisors
DECREASED73,49982,099-8,600-10%$5.1M$4.9M-$199.8K2026-10-16
Bullock Wealth Management Group
INCREASED73,12865,962+7,166+11%$4.1M$4.9M+$805.2K2026-10-09
ODonnell Financial Services, LLC
INCREASED72,74271,550+1,192+2%$4.5M$4.9M+$405.8K2026-11-09
Clarus Wealth Advisors
DECREASED72,529107,133-34,604-32%$6.8M$5.0M-$1.8M2026-10-13
Cyndeo Wealth Partners, LLC
DECREASED72,50875,435-2,927-4%$4.7M$4.8M+$148.6K2026-10-16
Elevation Capital Advisory, LLC
NEW72,444—+72,444——$4.8M—2026-10-29
Unique Wealth, LLC
DECREASED71,89373,606-1,713-2%$4.6M$4.8M+$221.3K2026-10-16
Fagan Associates, Inc.
DECREASED70,56072,833-2,273-3%$4.5M$4.7M+$180.4K2026-10-13
RiverTree Advisors, LLC
DECREASED70,52070,735-2150%$4.4M$4.7M+$308.2K2026-10-13
Money Concepts Capital Corp
INCREASED69,81956,373+13,446+24%$3.5M$4.7M+$1.2M2026-11-06
Commerce Advisors, LLC
DECREASED67,34568,685-1,340-2%$4.3M$4.5M+$223.8K2026-10-19
BIP Wealth, LLC
INCREASED67,3393,827+63,512+1660%$238.1K$4.5M+$4.3M2026-10-22
Belpointe Asset Management LLC
INCREASED67,09844,773+22,325+50%$2.8M$4.5M+$1.7M2026-11-09
Symphony Financial Services, Inc.
INCREASED66,84565,722+1,123+2%$4.1M$4.5M+$374.7K2026-11-09
Post Resch Tallon Group Inc.
INCREASED65,47263,735+1,737+3%$4.0M$4.4M+$406.6K2026-10-09
Financial Guidance Group, Inc.
DECREASED65,24567,598-2,353-3%$4.2M$4.4M+$151.2K2026-10-21
Elevation Point Wealth Partners, LLC
DECREASED65,16370,208-5,045-7%$4.4M$4.4M+$33.3K2026-11-05
ARQ Wealth Advisors, LLC
DECREASED64,27464,379-1050%$4.1M$4.3M+$146.3K2026-10-29
Brookstone Capital Management
INCREASED63,66160,060+3,601+6%$3.7M$4.3M+$514.2K2026-10-22
Planning Strategies Inc.
DECREASED62,74363,236-493-1%$3.9M$4.2M+$255.4K2026-10-02
Vavra Capital Management, LLC
INCREASED61,49345,978+15,515+34%$2.9M$4.1M+$1.2M2026-10-14
Madison Park Capital Advisors, LLC
INCREASED60,4944,985+55,509+1114%$3.7M$4.0M+$367.5K2026-10-28
Farther Finance Advisors, LLC
DECREASED60,43362,299-1,866-3%$3.9M$4.0M+$157.3K2026-10-08
Bank of New York Mellon Corp
INCREASED59,02058,550+470+1%$3.6M$3.9M+$298.3K2026-11-05
Allworth Financial LP
INCREASED57,34556,952+393+1%$3.5M$3.6M+$24.5K2026-11-06
Savant Capital, LLC
DECREASED57,31657,972-656-1%$3.6M$3.8M+$217.9K2026-11-06
First Premier Bank
INCREASED57,20656,263+943+2%$3.5K$3.8K+$3212026-10-13
Blue Trust, Inc.
INCREASED57,0961,719+55,377+3221%$106.9K$3.8M+$3.7M2026-10-15
Fairscale Capital, LLC
DECREASED56,95957,316-357-1%$3.6M$4.1M+$500.1K2026-11-04
Perigon Wealth Management, LLC
DECREASED56,77858,132-1,354-2%$3.6M$3.8M+$174.7K2026-10-22
Team Financial Group, LLC
DECREASED56,48588,574-32,089-36%$5.5M$3.8M-$1.7M2026-10-30
TrueWealth Advisors, LLC
INCREASED55,77854,242+1,536+3%$3.4M$3.7M+$349.9K2026-10-09
Davidson Kahn Capital Management, LLC
INCREASED55,72039,952+15,768+39%$2.5M$3.7M+$1.2M2026-10-26
Golden State Wealth Management, LLC
DECREASED55,62958,836-3,207-5%$3.7M$3.7M+$54.2K2026-11-02
WealthPLAN Partners, LLC
DECREASED55,62867,733-12,105-18%$4.2M$3.7M-$499.2K2026-10-15
One Plus One Wealth Management, LLC
INCREASED55,09653,925+1,171+2%$3.4M$3.7M+$324.1K2026-10-16
Cornerstone Wealth Management, LLC
INCREASED55,06552,951+2,114+4%$3.3M$3.7M+$382.6K2026-11-04
Waycross Investment Management Co
INCREASED53,12546,440+6,685+14%$2.9M$3.5M+$658.1K2026-10-14
Petros Family Wealth, LLC
DECREASED52,05054,403-2,353-4%$3.4M$3.5M+$91.0K2026-10-28
Valtinson Bruner Financial Planning LLC
DECREASED51,72353,399-1,676-3%$3.3M$3.5M+$131.6K2026-11-02
Virginia Estate & Retirement Planning Advisors Inc.
NEW51,076—+51,076——$3.4M—2026-10-14
Smith Thornton Advisors LLC
INCREASED50,15248,616+1,536+3%$3.1M$3.3M+$211.0K2026-10-16
Stillwater Wealth Management Group
INCREASED49,06016,298+32,762+201%$1.0M$3.3M+$2.3M2026-10-21
James T. Borello RIA
INCREASED48,38142,095+6,286+15%$2.6M$3.2M+$611.6K2026-10-16
Tactive Advisors, LLC
INCREASED48,25320,524+27,729+135%$1.3M$3.2M+$1.9M2026-10-08
Signature Equity Partners, LLC
INCREASED47,69024,023+23,667+99%$1.5M$3.2M+$1.7M2026-10-29
Valmark Advisers, Inc.
INCREASED47,22046,564+656+1%$2.9M$3.2M+$256.1K2026-11-06
Creative Planning
INCREASED46,99039,732+7,258+18%$2.5M$3.1M+$665.8K2026-11-02
Atria Investments, Inc
INCREASED46,89241,468+5,424+13%$2.6M$3.1M+$551.2K2026-10-15
Firestone Capital Management
INCREASED46,83646,798+38+0%$2.9M$3.1M+$215.9K2026-11-03
Simon Quick Advisors, LLC
INCREASED46,70646,547+159+0%$2.9M$3.1M+$222.8K2026-10-26
Pine Valley Investments Ltd Liability Co
DECREASED45,71047,369-1,659-3%$2.9M$3.1M+$105.3K2026-11-09
Flagship Harbor Advisors, LLC
DECREASED45,45048,240-2,790-6%$3.0M$3.0M+$33.8K2026-10-26
IFG Advisory, LLC
INCREASED45,14442,961+2,183+5%$2.7M$3.0M+$341.6K2026-11-09
Heritage Wealth Management, Inc.
INCREASED44,64535,251+9,394+27%$2.2M$3.0M+$787.9K2026-10-28
AlTi Global, Inc.
UNCHANGED44,60944,60900%$2.8M$3.0M+$191.2K2026-11-09
Proactive Wealth Strategies LLC
DECREASED44,58845,329-741-2%$2.8M$3.0M+$157.1K2026-11-09
Paragon Private Wealth Management, LLC
DECREASED44,39446,948-2,554-5%$2.9M$3.0M+$43.6K2026-10-20
Apollon Financial, LLC
INCREASED43,71542,089+1,626+4%$2.6M$2.9M+$300.4K2026-10-23
International Assets Investment Management, LLC
INCREASED42,95635,129+7,827+22%$2.2M$2.9M+$700.1K2026-11-02
Ascentis Independent Advisors
NEW42,567—+42,567——$2.8M—2026-11-03
Fortis Group Advisors, LLC
DECREASED41,36444,260-2,896-7%$2.8M$3.0M+$199.1K2026-11-06
Collaborative Wealth Managment Inc.
NEW41,228—+41,228——$2.8M—2026-11-06
Ellis Investment Partners, LLC
DECREASED39,95240,644-692-2%$2.5M$2.7M+$139.1K2026-10-21
Focus Financial Network, Inc.
INCREASED39,84236,917+2,925+8%$2.3M$2.7M+$363.6K2026-10-14
JBR Co Financial Management Inc
DECREASED39,71440,454-740-2%$2.5M$2.5M-$23.4K2026-10-13
Western Wealth Management, LLC
DECREASED38,37038,804-434-1%$2.4M$2.6M+$148.0K2026-11-09
Clear Creek Financial Management, LLC
DECREASED38,307123,795-85,488-69%$7.7M$2.6M-$5.1M2026-10-28
High Net Worth Advisory Group LLC
DECREASED38,07338,274-201-1%$2.4M$2.5M+$161.1K2026-10-26
Copper Harbor Investment Advisors, LLC
INCREASED37,88537,701+184+0%$2.3M$2.5M+$184.2K2026-10-16
Traphagen Investment Advisors LLC
DECREASED37,41845,474-8,056-18%$2.8M$2.5M-$330.5K2026-10-14
McKinley Carter Wealth Services, Inc.
DECREASED37,39338,431-1,038-3%$2.4M$2.5M+$105.9K2026-10-16
Leavell Investment Management, Inc.
INCREASED37,27135,534+1,737+5%$2.2M$2.5M+$278.0K2026-11-09
J2 Capital Management Inc
INCREASED36,40634,036+2,370+7%$2.1M$2.4M+$313.4K2026-10-19
Wilkerson Advisory Group LLC
DECREASED36,37736,702-325-1%$2.3M$2.4M+$145.6K2026-10-20
Atlas Wealth Partners, LLC
DECREASED35,92736,006-790%$2.2M$2.4M+$158.9K2026-11-03
Investment Partners Asset Management, Inc.
INCREASED34,90528,794+6,111+21%$1.8M$2.3M+$539.3K2026-10-09
Compass Financial Management LLC
DECREASED34,47643,208-8,732-20%$2.8M$2.3M-$533.7K2026-10-30
Americana Partners, LLC
UNCHANGED33,93633,93600%$2.1M$2.3M+$154.7K2026-10-28
Moneywise, Inc.
DECREASED33,84456,813-22,969-40%$3.5M$2.3M-$1.3M2026-10-30
QTR Family Wealth, LLC
DECREASED33,62833,729-1010%$2.1M$2.2M+$147.0K2026-11-02
Compass Ion Advisors, LLC
INCREASED33,52833,024+504+2%$2.1M$2.2M+$184.2K2026-10-23
Nations Financial Group Inc,
DECREASED33,18394,936-61,753-65%$5.9M$2.2M-$3.7M2026-11-05
Stapp Wealth Management, Pllc
DECREASED32,78232,887-1050%$2.0M$2.2M+$143.0K2026-10-15
Evolution Wealth Advisors, LLC
DECREASED31,83332,833-1,000-3%$2.0M$2.1M+$83.0K2026-11-03
OFC Financial Planning, LLC
INCREASED31,68130,730+951+3%$1.9M$2.1M+$203.6K2026-11-06
Diversified Trust Co
INCREASED31,64731,247+400+1%$1.9M$2.1M+$169.1K2026-11-06
BlueChip Wealth Advisors LLC
INCREASED31,61820,189+11,429+57%$1.3M$2.1M+$855.1K2026-11-03
HF Advisory Group, LLC
INCREASED31,37130,285+1,086+4%$1.9M$2.1M+$210.6K2026-10-09
Ashton Thomas Private Wealth, LLC
INCREASED30,96130,747+214+1%$1.9M$2.1M+$154.5K2026-11-03
Venture Visionary Partners LLC
DECREASED30,79031,067-277-1%$1.9M$2.1M+$123.2K2026-10-07
Echo Wealth Management, LLC
INCREASED30,63129,442+1,189+4%$1.8M$2.0M+$213.6K2026-10-15
USAdvisors Wealth Management, LLC
DECREASED30,47636,355-5,879-16%$2.3M$2.0K-$2.3M2026-10-21
Goldstein Advisors, LLC
DECREASED30,35931,087-728-2%$1.9M$2.0M+$93.2K2026-10-15
Private Trust Co NA
INCREASED30,30029,896+404+1%$1.9M$2.0M+$163.3K2026-10-20
ERn Financial, LLC
DECREASED29,75829,937-179-1%$1.9M$2.0M+$124.6K2026-10-28
Oder Investment Management, LLC
DECREASED29,52929,541-120%$1.8M$2.0M+$133.9K2026-11-09
Financial Management Network Inc
INCREASED29,51929,492+27+0%$1.9M$2.0M+$78.5K2026-10-09
Capital Investment Advisory Services, LLC
INCREASED29,50329,100+403+1%$1.8M$2.0M+$159.6K2026-10-30
B. Riley Wealth Advisors, Inc.
DECREASED29,28130,898-1,617-5%$1.9M$2.0M+$14.1K2026-10-13
SFI Advisors, LLC
DECREASED29,09729,387-290-1%$1.8M$1.9M+$114.6K2026-10-30
National Wealth Management Group, LLC
DECREASED29,07429,804-730-2%$1.9M$1.9M+$87.2K2026-10-26
HB Wealth Management, LLC
INCREASED29,07228,552+520+2%$1.8M$1.9M+$164.9K2026-10-23
Unified Investment Management
INCREASED28,54727,271+1,276+5%$1.7M$1.9M+$209.5K2026-10-14
Founders Financial Securities LLC
DECREASED28,50631,958-3,452-11%$2.0M$1.9M-$84.8K2026-10-28
Sagespring Wealth Partners, LLC
DECREASED28,20832,953-4,745-14%$2.0M$1.9M-$166.5K2026-10-22
Verity Asset Management, Inc.
INCREASED27,22524,509+2,716+11%$1.5M$1.8M+$293.1K2026-10-30
Lewis Asset Management, LLC
INCREASED27,05824,569+2,489+10%$1.5M$1.8M+$278.2K2026-10-14
PKS Advisory Services, LLC
UNCHANGED26,71726,71700%$1.7M$1.7M$02026-10-26
Hudock, Inc.
DECREASED26,59928,860-2,261-8%$1.8M$1.8M-$19.4K2026-10-14
World Equity Group, Inc.
INCREASED26,55823,959+2,599+11%$1.5M$1.8M+$282.8K2026-10-14
Roman Butler Fullerton & Co
INCREASED25,77713,523+12,254+91%$855.2K$1.8M+$955.1K2026-10-27
Coquina Private Wealth LLC
DECREASED25,60127,210-1,609-6%$1.7M$1.7M+$16.6K2026-10-27
StoneX Group Inc.
INCREASED25,46125,052+409+2%$1.6M$1.7M+$142.1K2026-11-03
Next Level Private LLC
INCREASED25,41625,263+153+1%$1.6M$1.7M+$125.4K2026-10-20
Romano Brothers and Company
INCREASED24,76021,058+3,702+18%$1.3M$1.7M+$343.2K2026-10-22
Hazlett, Burt & Watson, Inc.
INCREASED24,16223,392+770+3%$394.1K$1.6K-$392.4K2026-11-04
Diversify Advisory Services, LLC
DECREASED23,85524,774-919-4%$1.6M$1.7M+$44.6K2026-10-20
Diversify Wealth Management, LLC
DECREASED23,85524,774-919-4%$1.6M$1.7M+$44.6K2026-10-20
Sound Income Strategies, LLC
INCREASED23,76722,141+1,626+7%$1.4M$1.6M+$259.7K2026-10-09
Titleist Asset Management, LLC
DECREASED23,41725,174-1,757-7%$1.6M$1.6M-$2.6K2026-10-08
Stegent Equity Advisors, Inc.
DECREASED22,66447,723-25,059-53%$3.0M$1.5M-$1.5M2026-10-13
Paragon Advisors, LLC
DECREASED22,44528,325-5,880-21%$1.8M$1.5M-$263.4K2026-11-03
Global Financial Private Client, LLC
INCREASED22,29122,253+38+0%$1.4M$1.5M+$104.1K2026-10-15
Trademark Financial Management, LLC
DECREASED22,23723,355-1,118-5%$1.5M$1.5M+$31.9K2026-10-23
Private Client Services, LLC
INCREASED22,05318,671+3,382+18%$1.2M$1.5M+$310.9K2026-10-02
Lake Street Private Wealth, LLC
INCREASED22,00421,518+486+2%$1.3M$1.5M+$130.5K2026-10-22
Trilogy Capital Inc.
INCREASED21,97621,838+138+1%$1.4M$1.5M+$108.8K2026-10-20
Opinicus Capital, Inc.
DECREASED21,44922,031-582-3%$1.4M$1.4M+$61.6K2026-10-28
Annex Advisory Services, LLC
DECREASED21,43123,049-1,618-7%$1.4M$1.4M-$2.9K2026-10-16
Sloy Dahl & Holst, LLC
DECREASED21,02922,119-1,090-5%$1.4M$1.4M+$28.1K2026-10-14
Avidian Wealth Enterprises, LLC
DECREASED21,02421,088-640%$1.3M$1.4M+$91.9K2026-10-08
Comprehensive Financial Consultants Institutional, Inc.
DECREASED20,94721,569-622-3%$1.3M$1.4M+$56.8K2026-10-15
US Bancorp \de\
INCREASED20,85719,057+1,800+9%$1.2M$1.4M+$206.9K2026-11-05
Powers Advisory Group, LLC
INCREASED20,58919,953+636+3%$1.2M$1.4M+$133.4K2026-10-14
Globalt Investments LLC / GA
DECREASED20,35520,963-608-3%$1.3M$1.4M+$55.0K2026-10-27
Meridian Wealth Management, LLC
DECREASED20,16420,287-123-1%$1.3M$1.3M+$84.3K2026-11-05
Lighthouse Financial LLC
INCREASED20,09413,912+6,182+44%$865.3K$1.3M+$476.1K2026-10-23
Vivid Wealth Management, LLC
DECREASED19,90720,158-251-1%$1.3M$1.3M+$75.2K2026-10-27
Laurel OAK Wealth Management, LLC
DECREASED19,34519,570-225-1%$1.2M$1.3M+$74.2K2026-10-19
Flagship Capital Management Inc.
INCREASED19,17017,270+1,900+11%$1.1M$1.3M+$205.6K2026-10-20
BigSur Wealth Management LLC
UNCHANGED19,15519,15500%$1.2M$1.3M+$87.3K2026-10-13
Key Client Fiduciary Advisors, LLC
INCREASED19,04318,509+534+3%$1.2M$1.3M+$120.1K2026-10-19
Basso Capital Management, L.P.
INCREASED18,49014,843+3,647+25%$923.2K$1.2M+$311.1K2026-10-30
Silverlake Wealth Management LLC
INCREASED18,16718,121+46+0%$1.1M$1.2M+$85.7K2026-10-21
Insight Wealth Partners, LLC
DECREASED17,96818,536-568-3%$1.2M$1.2M+$46.6K2026-10-26
Monetary Solutions, Ltd
DECREASED17,76117,941-180-1%$1.1M$1.2M+$69.8K2026-10-22
Tempus Wealth Planning, LLC
NEW17,722—+17,722——$1.2M—2026-10-14
RFG Advisory, LLC
DECREASED17,46317,830-367-2%$1.1M$1.2M+$56.8K2026-11-03
KOM Wealth Management Group, LLC
DECREASED17,22120,090-2,869-14%$1.2M$1.1M-$99.9K2026-10-15
Dana Investment Advisors, Inc.
DECREASED16,63217,167-535-3%$1.1M$1.1M+$42.6K2026-11-06
Mayfair Advisory Group, LLC
INCREASED16,40916,374+35+0%$1.1M$1.1M+$33.0K2026-10-20
Dedeker Financial LLC
UNCHANGED16,37716,37700%$1.0M$1.1M+$74.7K2026-10-23
Vicus Capital
DECREASED16,13316,810-677-4%$1.0M$1.1M+$31.5K2026-11-05
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED16,07513,750+2,325+17%$855.3K$1.1M+$217.9K2026-10-14
CPC Advisors, LLC
NEW16,027—+16,027——$1.1M—2026-10-21
Kingswood Wealth Advisors, LLC
INCREASED15,99810,835+5,163+48%$673.9K$1.1M+$394.1K2026-10-23
Patriot Financial Group Insurance Agency, LLC
DECREASED15,99716,923-926-5%$1.1M$1.1M+$15.4K2026-10-14
Centurion Wealth Management LLC
DECREASED15,70328,615-12,912-45%$1.8M$1.0M-$731.5K2026-10-13
Cypress Wealth Services, LLC
DECREASED15,62116,097-476-3%$1.0M$1.1M+$56.6K2026-10-21
Perryman Financial Advisory Inc
DECREASED15,62015,722-102-1%$977.9K$1.0M+$64.9K2026-10-16
Braeburn Wealth Management LLC
INCREASED15,36814,591+777+5%$907.5K$1.0M+$118.5K2026-10-15
Sovran Advisors, LLC
DECREASED15,22616,087-861-5%$1.1M$1.1M-$9.4K2026-11-02
Long Island Wealth Management, Inc.
INCREASED15,11712,192+2,925+24%$758.3K$1.0M+$250.9K2026-10-20
Alchemi Wealth, LLC
INCREASED15,03514,904+131+1%$927.0K$1.0M+$76.7K2026-11-04
Whitaker-Myers Wealth Managers, Ltd.
DECREASED14,81616,225-1,409-9%$1.0M$989.1K-$20.1K2026-10-09
Cairn Investment Group, Inc.
INCREASED14,45012,370+2,080+17%$769.0K$965-$768.0K2026-11-04
Nilsine Partners, LLC
DECREASED14,33914,996-657-4%$932.8K$957.3K+$24.5K2026-11-02
Beam Wealth Advisors, Inc.
DECREASED14,33414,345-110%$892.3K$956.9K+$64.7K2026-11-03
Sageworth Trust Co
UNCHANGED14,19014,19000%$882.6K$947.3K+$64.7K2026-10-30
Rasp Wealth Solutions, LLC
INCREASED14,16614,087+79+1%$876.2K$945.7K+$69.5K2026-11-06
Cpwa, LLC
INCREASED14,11313,826+287+2%$860.0K$969.3K+$109.3K2026-11-04
Kraematon Investment Advisors, Inc
INCREASED13,95713,918+39+0%$865.7K$931.8K+$66.1K2026-11-02
BankPlus Trust Department
UNCHANGED13,84313,84300%$861.0K$924.2K+$63.1K2026-11-06
Rubicon Advisors, GP
DECREASED13,83814,204-366-3%$883.5K$923.8K+$40.3K2026-10-23
AMG Asset Management Group, Inc.
INCREASED13,78513,568+217+2%$843.9K$920.3K+$76.4K2026-10-21
Hicks Capital Management LLC
UNCHANGED13,70413,70400%$852.4K$852.4K$02026-10-20
Avantax Planning Partners, Inc.
DECREASED13,58113,933-352-3%$866.6K$906.6K+$40.0K2026-11-03
Guardian Asset Advisors, LLC
INCREASED13,48913,193+296+2%$820.6K$900.5K+$79.9K2026-10-16
OxenFree Capital LLC
INCREASED13,43113,146+285+2%$844.6K$912.3K+$67.6K2026-10-07
Total Clarity Wealth Management, Inc.
INCREASED13,42813,403+25+0%$833.7K$896.5K+$62.8K2026-10-26
Apollon Wealth Management, LLC
DECREASED13,39313,875-482-3%$863.0K$894.1K+$31.1K2026-10-23
Ranch Capital Advisors Inc.
INCREASED13,32412,325+999+8%$766.6K$889.5K+$122.9K2026-11-09
Cooper Financial Group
DECREASED13,03213,056-240%$812.1K$870.0K+$58.0K2026-10-07
Barrett & Company, Inc.
DECREASED12,96414,312-1,348-9%$890.2K$865.4K-$24.7K2026-10-22
Balentine LLC
UNCHANGED12,90812,90800%$802.9K$861.7K+$58.9K2026-11-03
Integrity Alliance, Llc.
DECREASED12,43312,883-450-3%$801.3K$830.1K+$28.7K2026-10-29
Autumn Glory Partners, LLC
DECREASED12,41812,434-160%$773.4K$829.0K+$55.6K2026-10-26
Lido Advisors, LLC
DECREASED12,18416,568-4,384-26%$1.0M$813.5K-$217.1K2026-11-04
AdvisorNet Financial, Inc
DECREASED12,16919,842-7,673-39%$1.2M$843.8K-$390.4K2026-10-15
Tcfg Investment Advisors, LLC
INCREASED12,15412,095+59+0%$762.0K$817.0K+$55.0K2026-10-20
Dynamic Advisor Solutions LLC
DECREASED12,12912,422-293-2%$772.7K$809.8K+$37.1K2026-10-13
Vista Investment Partners LLC
INCREASED12,07411,081+993+9%$689.2K$806.0K+$116.8K2026-10-08
CFS Investment Advisory Services, LLC
INCREASED12,02112,019+2+0%$766.7K$816.5K+$49.8K2026-10-19
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED12,02012,636-616-5%$786.0K$802.5K+$16.5K2026-10-14
Silver OAK Securities, Incorporated
DECREASED11,98912,245-256-2%$761.7K$832.6K+$71.0K2026-11-09
Harbor Asset Planning, Inc.
DECREASED11,97313,518-1,545-11%$840.8K$799.2K-$41.5K2026-10-23
Wetzel Investment Advisors, Inc.
INCREASED11,80011,500+300+3%$715.3K$787.8K+$72.5K2026-10-13
MMA Asset Management LLC
INCREASED11,77810,996+782+7%$683.9K$786.3K+$102.3K2026-11-02
Axxcess Wealth Management, LLC
DECREASED11,329961,433-950,104-99%$59.8M$756.3K-$59.0M2026-10-21
Channel Wealth LLC
INCREASED11,30310,960+343+3%$681.7K$754.6K+$72.9K2026-11-06
Colonial River Investments, LLC
INCREASED11,27310,675+598+6%$664.0K$752.6K+$88.6K2026-10-19
Ballast Rock Private Wealth LLC
INCREASED11,13511,126+9+0%$692.0K$743.4K+$51.4K2026-10-26
Secure Asset Management, LLC
INCREASED11,1159,820+1,295+13%$610.8K$742.0K+$131.2K2026-10-19
PCG Asset Management, LLC
NEW11,101—+11,101——$741.1K—2026-11-05
Choreo, LLC
INCREASED10,80910,143+666+7%$630.9K$721.6K+$90.7K2026-10-28
Sowell Financial Services LLC
DECREASED10,44526,422-15,977-60%$1.6M$697.3K-$946.1K2026-10-23
Fortis Capital Advisors, LLC
INCREASED10,4323,304+7,128+216%$205.5K$696.4K+$490.9K2026-11-09
Bank of Montreal
INCREASED10,4208,536+1,884+22%$530.9K$695.6K+$164.7K2026-11-09
Claro Advisors Inc.
DECREASED10,40811,407-999-9%$709.5K$694.8K-$14.7K2026-11-02
TAGStone Capital, Inc.
INCREASED10,26210,210+52+1%$635.1K$685.1K+$50.0K2026-11-09
N.E.W. Advisory Services LLC
INCREASED10,24010,182+58+1%$633.3K$683.6K+$50.3K2026-11-09
Midland Wealth Advisors, LLC
INCREASED9,9559,671+284+3%$601.5K$664.6K+$63.1K2026-10-26
Cornerstone Planning Group LLC
DECREASED9,85210,188-336-3%$655.9K$675.1K+$19.1K2026-10-16
PNC Financial Services Group, Inc.
INCREASED9,8399,335+504+5%$580.6K$656.9K+$76.2K2026-11-06
WealthCare Investment Partners, LLC
INCREASED9,7299,181+548+6%$571.1K$649.5K+$78.4K2026-11-05
Lanark Financial, Inc.
UNCHANGED9,7159,71500%$604.3K$648.6K+$44.2K2026-10-26
Provident Living Financial Services, Inc.
INCREASED9,5129,066+446+5%$563.9K$678.9K+$115.0K2026-11-03
Gaddis Premier Wealth Advisors LLC
DECREASED9,41410,010-596-6%$622.7K$628.5K+$5.9K2026-10-29
SAX Wealth Advisors, LLC
NEW9,393—+9,393——$627.1K—2026-10-13
BKM Wealth Management, LLC
INCREASED9,3927,189+2,203+31%$447.2K$627.0K+$179.9K2026-10-22
Natixis
INCREASED9,3455,290+4,055+77%$329.0K$623.9K+$294.8K2026-11-06
MSH Capital Advisors LLC
INCREASED9,3229,290+32+0%$577.8K$622.3K+$44.5K2026-11-03
Capstone Wealth Management Group, Inc.
INCREASED9,3059,205+100+1%$572.6K$621.2K+$48.7K2026-10-19
GSG Advisors LLC
DECREASED9,1959,204-90%$572.5K$613.8K+$41.4K2026-11-03
Diligent Investors, LLC
UNCHANGED9,0259,02500%$561.4K$602.5K+$41.2K2026-10-21
Heck Capital Advisors, LLC
UNCHANGED8,9398,93900%$556.0K$596.8K+$40.8K2026-10-14
Arwa LLC
DECREASED8,75710,651-1,894-18%$694.5K$605.0K-$89.5K2026-10-21
Assetmark, Inc
INCREASED8,6887,592+1,096+14%$472.2K$580.0K+$107.8K2026-10-21
Partners Wealth Management, LLC
NEW8,680—+8,680——$579.5K—2026-10-28
IFS Advisors, LLC
NEW8,627—+8,627——$575.9K—2026-10-14
Lionsbridge Wealth Management LLC
DECREASED8,5739,413-840-9%$585.5K$572.3K-$13.2K2026-10-26
Centerpoint Advisory Group
DECREASED8,4899,857-1,368-14%$613.1K$566.7K-$46.4K2026-10-23
Jacksonville Wealth Management, LLC
INCREASED8,4588,452+6+0%$525.7K$564.6K+$38.9K2026-10-30
Avaii Wealth Management, LLC
DECREASED8,4258,769-344-4%$545.4K$568.7K+$23.3K2026-10-09
Novem Group
DECREASED8,3128,634-322-4%$537.0K$554.9K+$17.9K2026-10-19
Columbia Advisory Partners LLC
UNCHANGED8,2878,28700%$515.5K$553.2K+$37.8K2026-10-15
MBE Wealth Management, LLC
INCREASED8,2038,046+157+2%$500.5K$547.6K+$47.2K2026-10-26
IVC Wealth Advisors LLC
DECREASED8,1978,707-510-6%$541.6K$547.2K+$5.7K2026-10-23
North Capital, Inc.
INCREASED8,1857,135+1,050+15%$443.8K$565.5K+$121.7K2026-10-16
Opal Wealth Advisors, LLC
DECREASED8,1578,466-309-4%$526.6K$544.6K+$18.0K2026-10-16
Kraft, Davis & Associates, LLC
INCREASED8,1108,101+9+0%$515.9K$570.8K+$54.8K2026-10-21
Grant Street Asset Management, Inc.
INCREASED8,1068,084+22+0%$502.8K$541.2K+$38.4K2026-10-26
Tranquility Partners, LLC
DECREASED8,0878,179-92-1%$509.5K$539.9K+$30.5K2026-10-20
Hilton Head Capital Partners, LLC
DECREASED8,0558,504-449-5%$529.0K$537.8K+$8.8K2026-10-23
Balefire, LLC
DECREASED8,0458,761-716-8%$544.9K$537.1K-$7.9K2026-10-09
BankPlus Wealth Management LLC
DECREASED8,0018,161-160-2%$507.6K$534.2K+$26.6K2026-10-13
Cypress Capital Group
UNCHANGED8,0008,00000%$497.6K$534.1K+$36.5K2026-11-03
Indivisible Partners
NEW7,986—+7,986——$533.2K—2026-10-26
LexAurum Advisors, LLC
DECREASED7,8339,072-1,239-14%$564.3K$523.0K-$41.3K2026-10-19
Keybank National Association
INCREASED7,7264,583+3,143+69%$285.1K$515.8K+$230.7K2026-11-04
Fisher Asset Management, LLC
INCREASED7,7104,269+3,441+81%$265.5K$514.8K+$249.2K2026-11-06
Saxon Interests, Inc.
INCREASED7,6826,733+949+14%$418.8K$512.8K+$94.0K2026-10-26
OpenArc Corporate Advisory, LLC
INCREASED7,6314,823+2,808+58%$300.0K$509.5K+$209.5K2026-10-21
Avantra Family Wealth, Inc.
DECREASED7,5337,569-360%$470.8K$502.9K+$32.1K2026-10-20
Odyssey Capital Advisors, Inc.
INCREASED7,5177,479+38+1%$465.2K$501.9K+$36.7K2026-10-26
Rareview Capital LLC
NEW7,516—+7,516——$501.8K—2026-11-05
Glass Jacobson Investment Advisors llc
DECREASED7,4418,031-590-7%$499.5K$496.8K-$2.8K2026-10-26
ETF Store, Inc.
INCREASED7,4297,401+28+0%$460.3K$495.9K+$35.6K2026-10-19
Tortuga Wealth Management, Inc
DECREASED7,3937,394-10%$459.9K$493.7K+$33.8K2026-10-27
Signal Advisors Wealth, LLC
DECREASED7,3719,260-1,889-20%$575.9K$492.1K-$83.9K2026-10-13
Vise Technologies, Inc.
DECREASED7,3078,309-1,002-12%$516.8K$487.8K-$29.0K2026-10-29
Spire Wealth Management
UNCHANGED7,2637,26300%$451.7K$484.8K+$33.1K2026-10-30
Koshinski Asset Management, Inc.
UNCHANGED7,2017,20100%$447.9K$480.7K+$32.8K2026-10-29
Accurate Wealth Management, LLC
INCREASED7,0867,068+18+0%$452.8K$489.6K+$36.8K2026-10-20
Axiom Investment Management LLC
UNCHANGED7,0197,01900%$436.6K$468.6K+$32.0K2026-11-03
Carmel Capital Partners, LLC
NEW7,008—+7,008——$467.9K—2026-11-03
Atlas Private Wealth Advisors
INCREASED6,9326,906+26+0%$429.5K$462.8K+$33.3K2026-10-23
ProVise Management Group, LLC
DECREASED6,90311,169-4,266-38%$694.7K$460.8K-$233.9K2026-11-06
NTV Asset Management LLC
DECREASED6,8757,875-1,000-13%$489.8K$459.0K-$30.9K2026-10-23
Richardson Capital Management LLC
INCREASED6,8676,068+799+13%$377.5K$458.5K+$81.0K2026-10-23
Welch Financial Planning, LLC
DECREASED6,8357,067-232-3%$439.6K$456.3K+$16.7K2026-11-06
Next Level Wealth Planning, LLC
DECREASED6,8267,035-209-3%$437.6K$455.7K+$18.1K2026-10-29
Uptick Partners, LLC
DECREASED6,7637,909-1,146-14%$491.9K$451.5K-$40.5K2026-11-04
Stewardship Advisors, LLC
INCREASED6,7316,726+5+0%$418.4K$449.3K+$31.0K2026-10-20
Mesirow Financial Investment Management, Inc.
NEW6,708—+6,708——$447.8K—2026-11-05
Monograph Wealth Advisors, LLC
UNCHANGED6,5026,50200%$404.4K$434.1K+$29.6K2026-11-09
Northwest Wealth Advisors, LLC
DECREASED6,4836,639-156-2%$412.9K$432.8K+$19.9K2026-11-02
Silver Grove Financial Group, Inc.
INCREASED6,4774,518+1,959+43%$281.0K$432.4K+$151.4K2026-11-05
Victory Financial Group, LLC
DECREASED6,4716,655-184-3%$413.9K$432.0K+$18.1K2026-10-27
Modera Wealth Management, LLC
DECREASED6,4436,584-141-2%$409.5K$430.1K+$20.6K2026-10-28
Teamwork Financial Advisors, LLC
DECREASED6,3067,231-925-13%$449.8K$421.0K-$28.8K2026-10-19
Trust Point Inc.
UNCHANGED6,2846,28400%$390.9K$419.5K+$28.7K2026-10-27
Park National Corp
NEW6,000—+6,000——$400.6K—2026-10-05
Level Wealth Management LLC
UNCHANGED5,9665,96600%$371.1K$398.3K+$27.2K2026-10-23
Simplicity Wealth,LLC
INCREASED5,8104,103+1,707+42%$255.2K$387.9K+$132.7K2026-10-23
McAlister, Sweet & Associates, Inc.
UNCHANGED5,7845,78400%$359.8K$386.1K+$26.4K2026-10-07
Socha Financial Group, LLC
UNCHANGED5,7155,71500%$355.5K$381.5K+$26.1K2026-11-03
Avior Wealth Management, LLC
DECREASED5,6379,887-4,250-43%$615.0K$376.3K-$238.6K2026-10-13
Global Assets Advisory, LLC
DECREASED5,6068,933-3,327-37%$563.1K$379.7K-$183.5K2026-10-28
Garde Capital, Inc.
INCREASED5,6005,150+450+9%$320.3K$373.9K+$53.5K2026-10-29
West Michigan Advisors, LLC
DECREASED5,5746,324-750-12%$393.4K$372.1K-$21.2K2026-11-09
M Holdings Securities, Inc.
NEW5,538—+5,538——$395—2026-11-03
Winebrenner Capital Management LLC
DECREASED5,5235,990-467-8%$372.6K$368.7K-$3.9K2026-10-07
Kestra Investment Management, LLC
NEW5,482—+5,482——$366.0K—2026-11-04
Argent Trust Co
INCREASED5,4785,036+442+9%$313.2K$365.7K+$52.5K2026-11-09
Brighton Jones LLC
INCREASED5,4464,932+514+10%$306.8K$363.6K+$56.8K2026-11-03
Langley Wealth Management, LLC
DECREASED5,4265,848-422-7%$363.8K$362.2K-$1.6K2026-11-04
Florida Financial Advisors, LLC
INCREASED5,4105,059+351+7%$314.7K$361.2K+$46.5K2026-11-09
WealthTrust Asset Management, LLC
UNCHANGED5,3895,38900%$335.2K$359.8K+$24.6K2026-10-22
HMV Wealth Advisors, LLC
UNCHANGED5,3735,37300%$334.2K$358.7K+$24.5K2026-10-27
Bluedoor Private Wealth, LLC
INCREASED5,2824,925+357+7%$306.3K$352.6K+$46.3K2026-11-05
CoreCap Advisors, LLC
INCREASED5,2583,827+1,431+37%$238.1K$351.0K+$113.0K2026-10-08
Bokf, NA
UNCHANGED5,2125,21200%$324.2K$348.0K+$23.8K2026-10-27
Aurora Private Wealth, Inc.
INCREASED5,2013,560+1,641+46%$221.0K$340-$220.7K2026-10-20
Institute for Wealth Management, Llc.
UNCHANGED5,0525,05200%$314.2K$337.3K+$23.0K2026-11-06
CX Institutional
NEW5,048—+5,048——$337—2026-10-02
Bay Capital Advisors, LLC
DECREASED5,0055,035-30-1%$313.2K$334.1K+$21.0K2026-10-16
Holos Integrated Wealth LLC
UNCHANGED4,9924,99200%$320.7K$350.6K+$29.9K2026-10-23
Carrera Capital Advisors
INCREASED4,9704,963+7+0%$308.7K$331.8K+$23.1K2026-11-03
SpringVest Wealth Management LLC
UNCHANGED4,9344,93400%$306.9K$329.4K+$22.5K2026-10-27
HCR Wealth Advisors
DECREASED4,9255,174-249-5%$321.8K$328.8K+$7.0K2026-10-15
M.E. Allison & Co., Inc.
UNCHANGED4,8854,88500%$303.8K$326.1K+$22.3K2026-10-09
Redhawk Wealth Advisors, Inc.
INCREASED4,8804,760+120+3%$296.1K$325.8K+$29.7K2026-10-14
Legacy Advisors, LLC
UNCHANGED4,8434,84300%$301.2K$323.3K+$22.1K2026-10-19
Murphy & Mullick Capital Management Corp
INCREASED4,8254,814+11+0%$299.5K$322.1K+$22.6K2026-11-02
Penobscot Wealth Management
DECREASED4,7984,843-45-1%$301.2K$320.3K+$19.1K2026-10-21
Weaver Consulting Group
INCREASED4,7874,548+239+5%$282.9K$319.6K+$36.7K2026-10-07
Sanchez Wealth Management Group
DECREASED4,785208,666-203,881-98%$13.0M$319.4K-$12.7M2026-11-02
CRA Financial Services, LLC
DECREASED4,7655,290-525-10%$329.0K$318.1K-$10.9K2026-10-16
Capital Advisors, Ltd. LLC
DECREASED4,7634,837-74-2%$301$318+$172026-10-27
Ceera Investments, LLC
UNCHANGED4,6954,69500%$292.0K$313.4K+$21.4K2026-11-02
Oxler Private Wealth LLC
UNCHANGED4,6844,68400%$291.3K$312.7K+$21.4K2026-10-21
WoodTrust Financial Corp
INCREASED4,6764,500+176+4%$280.0K$312-$279.7K2026-10-09
SeaBridge Investment Advisors LLC
NEW4,674—+4,674——$312.0K—2026-11-02
Clark Asset Management, LLC
DECREASED4,6737,623-2,950-39%$474.2K$312.0K-$162.2K2026-10-19
Yankcom Partnership
UNCHANGED4,6564,65600%$289.6K$310.8K+$21.2K2026-10-15
SteelPeak Wealth, LLC
INCREASED4,6424,364+278+6%$271.4K$309.9K+$38.5K2026-10-16
Expressive Wealth LLC
NEW4,624—+4,624——$308.7K—2026-11-09
Equity Wealth Partners, LLC
DECREASED4,5717,016-2,445-35%$436.4K$305.2K-$131.2K2026-10-26
Sentinel Pension Advisors, LLC
INCREASED4,5364,515+21+0%$293.0K$302.8K+$9.8K2026-11-02
Whalen Wealth Management Inc.
NEW4,471—+4,471——$298.5K—2026-10-08
Chapin Davis, Inc.
UNCHANGED4,4504,45000%$276.8K$297.1K+$20.3K2026-10-09
Regions Financial Corp
NEW4,410—+4,410——$294.4K—2026-11-05
Independence Wealth Advisors, LLC
DECREASED4,3744,376-20%$272.2K$292.0K+$19.8K2026-10-29
Commonwealth Financial Services, LLC
DECREASED4,34112,214-7,873-64%$759.7K$289.8K-$469.9K2026-10-20
Cornerstone Advisory, LLC
UNCHANGED4,2924,29200%$267.0K$286.5K+$19.6K2026-11-06
Soundwatch Capital LLC
INCREASED4,2814,276+5+0%$266.0K$289.0K+$23.0K2026-11-04
Nautilus Advisors LLC
INCREASED4,2624,231+31+1%$271.1K$284.5K+$13.5K2026-10-07
Investment Management Trust, LLC
DECREASED4,2244,399-175-4%$273.6K$282.0K+$8.4K2026-11-05
Marin Bay Wealth Advisors, LLC
INCREASED4,1194,111+8+0%$255.7K$275.0K+$19.2K2026-10-28
Verdence Capital Advisors LLC
DECREASED4,0854,418-333-8%$274.8K$272.7K-$2.1K2026-10-26
Fiduciary Financial Group, LLC
INCREASED4,0554,054+1+0%$252.2K$270.7K+$18.6K2026-10-13
Guardian Capital, LLC
NEW3,933—+3,933——$262.6K—2026-11-06
Quantum Financial Partners LLC
INCREASED3,8693,584+285+8%$223.0K$258.3K+$35.3K2026-10-19
Integrated Advisors Network LLC
DECREASED3,8093,872-63-2%$240.8K$254.3K+$13.4K2026-10-20
Oregon Pacific Wealth Management, LLC
DECREASED3,7874,403-616-14%$273.9K$252.8K-$21.0K2026-10-20
Wespac Advisors SoCal, LLC
UNCHANGED3,7753,77500%$234.8K$252.0K+$17.2K2026-10-13
Roan Capital Partners
DECREASED3,7704,050-280-7%$251.9K$251.7K-$2202026-10-09
Summit Asset Management, LLC
UNCHANGED3,7003,70000%$230.1K$247.0K+$16.9K2026-11-05
Cornerstone Planning, LLC
UNCHANGED3,6393,63900%$226.3K$226.3K$02026-10-27
United Advisor Group, LLC
INCREASED3,5983,472+126+4%$216.0K$240.2K+$24.2K2026-11-03
Certuity, LLC
INCREASED3,5983,489+109+3%$217.0K$240.2K+$23.2K2026-11-02
Capital Advisors Wealth Management, LLC
DECREASED3,5893,904-315-8%$242.8K$239.6K-$3.2K2026-10-09
Elevation Wealth Management LLC
DECREASED3,5213,526-50%$219.3K$235.1K+$15.7K2026-11-02
VVR Holdings LLC
DECREASED3,5133,649-136-4%$227.0K$234.5K+$7.6K2026-10-19
Vestia Personal Wealth Advisors
NEW3,500—+3,500——$233.7K—2026-10-20
Alliance Wealth Advisors, LLC
NEW3,497—+3,497——$233.5K—2026-10-14
Flagship Wealth Advisors, LLC
INCREASED3,4503,250+200+6%$202.2K$230.3K+$28.2K2026-11-03
Optima Capital LLC
DECREASED3,4254,549-1,124-25%$282.9K$228.7K-$54.2K2026-10-29
Robertson Stephens Wealth Management, LLC
INCREASED3,4133,408+5+0%$212.0K$227.9K+$15.9K2026-10-16
Sankala Group LLC
DECREASED3,3763,394-18-1%$240.3K$225.9K-$14.4K2026-11-09
Accel Wealth Management
UNCHANGED3,3743,37400%$209.9K$225.2K+$15.4K2026-10-13
Caldwell Sutter Capital, Inc.
INCREASED3,3322,006+1,326+66%$124.8K$222.4K+$97.6K2026-11-09
Baxter Bros Inc
NEW3,329—+3,329——$222.3K—2026-11-04
Successful Portfolios LLC
NEW3,302—+3,302——$223.4K—2026-10-09
Kennedy Investment Group, Inc.
INCREASED3,2923,273+19+1%$203.6K$219.7K+$16.2K2026-10-21
Waldron Private Wealth LLC
UNCHANGED3,2453,24500%$201.8K$216.6K+$14.8K2026-11-02
Visionary Wealth Advisors
NEW3,223—+3,223——$215.2K—2026-11-04
MFA Wealth Services
DECREASED3,2183,353-135-4%$208.6K$214.9K+$6.3K2026-10-14
Principle Wealth Partners LLC
NEW3,145—+3,145——$210.0K—2026-11-02
Russell Investments Group, Ltd.
DECREASED3,1284,757-1,629-34%$295.9K$208.8K-$87.1K2026-11-06
ProCore Advisors, LLC
DECREASED3,1233,483-360-10%$216.6K$208.5K-$8.2K2026-10-14
Realta Investment Advisors
DECREASED3,12013,902-10,782-78%$864.7K$208.3K-$656.4K2026-10-14
Advisor OS, LLC
NEW3,117—+3,117——$208.1K—2026-11-03
Delta Investment Management, LLC
NEW3,052—+3,052——$203.7K—2026-11-09
Redwood Financial Network Corp
NEW3,033—+3,033——$202.5K—2026-11-03
Mather Group, Llc.
DECREASED3,0253,046-21-1%$189.5K$201.9K+$12.5K2026-10-14
S.A. Mason LLC
INCREASED2,9352,910+25+1%$181.0K$195.9K+$14.9K2026-10-13
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED2,7112,71100%$168.6K$181.0K+$12.4K2026-10-28
IMG Wealth Management, Inc.
DECREASED2,6725,345-2,673-50%$332.5K$178.4K-$154.1K2026-10-27
Coastline Trust Co
UNCHANGED2,4842,48400%$154.5K$165.8K+$11.3K2026-10-01
Asset Dedication, LLC
INCREASED2,4712,157+314+15%$134.2K$164.9K+$30.7K2026-11-03
Friedenthal Financial
NEW2,351—+2,351——$157.0K—2026-10-27
Ashurst Perkins Coie Trust Co
NEW2,000—+2,000——$133.5K—2026-10-15
Brown, Lisle Ings, Inc.
INCREASED1,9281,812+116+6%$112.7K$128.7K+$16.0K2026-10-16
Signaturefd, LLC
UNCHANGED1,7841,78400%$111.0K$119.1K+$8.1K2026-10-23
Rossby Financial, LCC
NEW1,726—+1,726——$115.2K—2026-11-05
Bell Investment Advisors, Inc
INCREASED1,7071,055+652+62%$65.6K$114.0K+$48.3K2026-10-29
Salomon & Ludwin, LLC
INCREASED1,6771,667+10+1%$104.7K$111.9K+$7.3K2026-10-29
Blue Bell Private Wealth Management, LLC
UNCHANGED1,5811,58100%$98.4K$105.6K+$7.2K2026-10-29
Oakworth Capital, Inc.
UNCHANGED1,5681,56800%$97.5K$104.7K+$7.2K2026-10-26
Polaris Financial Partners
NEW1,555—+1,555——$105—2026-10-02
Olistico Wealth, LLC
NEW1,362—+1,362——$90.9K—2026-10-05
Pension & Wealth Management Advisors, Inc.
INCREASED1,3581,000+358+36%$62.2K$90.7K+$28.5K2026-10-16
Dhjj Financial Advisors, Ltd.
DECREASED1,3491,769-420-24%$110.0K$90.1K-$20.0K2026-10-23
Clearstead Advisors, LLC
INCREASED1,335189+1,146+606%$11.7K$89.1K+$77.4K2026-11-06
Trust Co of Toledo NA
UNCHANGED1,2801,28000%$79.6K$85.5K+$5.8K2026-10-16
Arlington Trust Co LLC
UNCHANGED1,2801,28000%$79.6K$85.5K+$5.8K2026-10-20
Key Capital Management, Inc
INCREASED1,266320+946+296%$19.9K$84.5K+$64.6K2026-11-03
SouthState Bank Corp
DECREASED1,1951,645-450-27%$102.3K$79.8K-$22.5K2026-11-09
Larson Financial Group LLC
INCREASED1,140838+302+36%$52.1K$76.1K+$23.9K2026-11-05
Halbert Hargrove Global Advisors, LLC
DECREASED1,1121,165-53-5%$72.5K$74.2K+$1.8K2026-10-16
Hilltop National Bank
UNCHANGED1,1001,10000%$68.4K$73.4K+$5.0K2026-10-14
United Community Bank
UNCHANGED1,0671,06700%$66.4K$71.2K+$4.9K2026-10-28
SRH Advisors, LLC
UNCHANGED1,0621,06200%$66.1K$70.9K+$4.8K2026-10-22
Comprehensive Financial Planning, Inc.
INCREASED1,0401,034+6+1%$64.3K$69.5K+$5.1K2026-10-27
Central Trust Co
UNCHANGED1,0041,00400%$62.4K$67.0K+$4.6K2026-11-05
Cullen T Bankers, Inc.
UNCHANGED99499400%$61.8K$66.4K+$4.5K2026-10-28
Provenance Wealth Advisors, LLC
NEW954—+954——$63.7K—2026-10-30
Triumph Capital Management
DECREASED9032,000-1,097-55%$124.4K$60.3K-$64.1K2026-10-14
Pinnacle Wealth Planning Services, Inc.
INCREASED902706+196+28%$43.9K$60.2K+$16.3K2026-10-27
Montag A & Associates Inc
UNCHANGED89089000%$55.4K$59.4K+$4.1K2026-10-29
Trust Co of Vermont
UNCHANGED80080000%$49.8K$53.4K+$3.6K2026-10-21
JTC Employer Solutions Trustee Ltd
UNCHANGED78078000%$49.0K$52-$48.9K2026-11-09
JFS Wealth Advisors, LLC
UNCHANGED71471400%$44.4K$47.7K+$3.3K2026-11-03
William Mack & Associates, Inc.
NEW684—+684——$45.7K—2026-10-27
Bayban
UNCHANGED68368300%$42.5K$42.5K$02026-11-05
NBH Bank
UNCHANGED65065000%$40.4K$43.4K+$3.0K2026-11-05
Cassaday & Co Wealth Management LLC
DECREASED625834-209-25%$51.9K$41.7K-$10.2K2026-10-27
Kelleher Financial Advisors
UNCHANGED60960900%$37.9K$40.7K+$2.8K2026-10-30
Register Financial Advisors LLC
UNCHANGED60560500%$37.6K$40.4K+$2.8K2026-10-23
First Horizon Corp
UNCHANGED60360300%$37.5K$40.3K+$2.7K2026-10-26
Gamma Investing LLC
UNCHANGED58558500%$36.4K$39.1K+$2.7K2026-10-08
Redwood Park Advisors LLC
UNCHANGED50050000%$31.1K$33.4K+$2.3K2026-11-02
Robbins Farley
UNCHANGED50050000%$31.1K$33.4K+$2.3K2026-10-21
American Capital Advisory, LLC
UNCHANGED50050000%$31.1K$33.4K+$2.3K2026-10-28
Costello Asset Management, Inc
INCREASED488485+3+1%$30.1K$32.6K+$2.4K2026-10-30
Harbor Investment Advisory, LLC
UNCHANGED48548500%$30.2K$32.4K+$2.2K2026-10-13
Cape Investment Advisory, Inc.
UNCHANGED47547500%$29.5K$31.7K+$2.2K2026-10-13
Hughes Financial Services, LLC
UNCHANGED42742700%$26.6K$30.4K+$3.8K2026-10-30
Quest 10 Wealth Builders, Inc.
UNCHANGED40040000%$24.9K$26.7K+$1.8K2026-11-02
Farmers & Merchants Investments Inc
DECREASED385420-35-8%$26.1K$25.7K-$4212026-10-22
Nvwm, LLC
UNCHANGED35935900%$22.3K$24.0K+$1.6K2026-10-14
Private Wealth Management Group, LLC
NEW350—+350——$23.4K—2026-10-19
Bessemer Group Inc
UNCHANGED34734700%$22$23+$12026-11-09
Ascentis Wealth Management, LLC
INCREASED345340+5+1%$21.1K$23.0K+$1.9K2026-11-03
Smallwood Wealth Investment Management, LLC
DECREASED342380-38-10%$23.6K$22.8K-$8052026-10-30
Abound Wealth Management
UNCHANGED29529500%$18.4K$19.7K+$1.3K2026-10-26
Hantz Financial Services, Inc.
DECREASED281310-29-9%$19$19$02026-11-09
Nemes Rush Group LLC
UNCHANGED24024000%$14.9K$16.0K+$1.1K2026-11-04
First Command Advisory Services, Inc.
INCREASED22449+175+357%$3.0K$15.0K+$11.9K2026-11-05
Pinnacle Bancorp, Inc.
UNCHANGED22222200%$13.8K$14.8K+$1.0K2026-10-21
American National Bank & Trust
UNCHANGED20620600%$12.8K$13.8K+$9392026-10-07
Nfsg Corp
DECREASED199203-4-2%$12.6K$13.3K+$6732026-10-15
Gen-Wealth Partners Inc
UNCHANGED17717700%$11.0K$11.8K+$8082026-11-04
Wolff Wiese Magana LLC
UNCHANGED17617600%$10.9K$11.8K+$8022026-10-15
Align Financial, LLC
UNCHANGED17017000%$10.6K$11.3K+$7752026-10-16
Rydar Equities, Inc.
NEW167—+167——$11.3K—2026-10-13
Cherry Tree Wealth Management, LLC
UNCHANGED15215200%$9.5K$10.1K+$6932026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED1291,229-1,100-89%$76.6K$8.7K-$68.0K2026-10-14
Financial Network Wealth Advisors LLC
UNCHANGED12912900%$8.0K$8.6K+$5882026-10-28
Root Financial Partners, LLC
NEW111—+111——$7.4K—2026-10-21
Foresight Capital Management Advisors, Inc.
NEW105—+105——$7.0K—2026-10-27
TD Waterhouse Canada Inc.
NEW100—+100——$6.8K—2026-10-16
Entrust Financial LLC
NEW100—+100——$6.7K—2026-11-04
Phillip James Consulting Co.
UNCHANGED10010000%$6.2K$6.7K+$4562026-11-03
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED787800%$4.9K$5.2K+$3562026-10-07
Winch Advisory Services, LLC
UNCHANGED585800%$3.6K$3.9K+$2642026-11-06
United Financial Planning Group LLC
NEW48—+48——$3.2K—2026-11-04
Nova Financial LLC
NEW40—+40——$2.7K—2026-11-04
GK Wealth Management LLC
DECREASED3422,848-22,814-100%$1.4M$2.3K-$1.4M2026-10-09
Jacobi Capital Management LLC
NEW25—+25——$1.7K—2026-11-05
Clayton Financial Group LLC
NEW19—+19——$1.3K—2026-10-13
Go Invest LLC
DECREASED1819-1-5%$1.2K$1.2K-$232026-10-09
Evermay Wealth Management LLC
UNCHANGED131300%$809$868+$592026-11-05
Trust Co
UNCHANGED101000%$624$670+$462026-10-09
Kingdom Financial Group Llc.
NEW7—+7——$470—2026-11-04
Dogwood Wealth Management LLC
UNCHANGED1100%$52$56+$42026-11-09
Jefferies Financial Group Inc.
CLOSED0115,232-115,232-100%$7.2M$0-$7.2M2026-11-05
KMG Fiduciary Partners, LLC
CLOSED041,416-41,416-100%$2.6M$0-$2.6M2026-10-14
Strategic Equity Management
CLOSED021,046-21,046-100%$1.3M$0-$1.3M2026-11-04
Avestar Capital, LLC
CLOSED020,655-20,655-100%$1.3M$0-$1.3M2026-10-28
Canvas Wealth Advisors, LLC
CLOSED017,749-17,749-100%$1.1M$0-$1.1M2026-11-02
Revisor Wealth Management LLC
CLOSED014,914-14,914-100%$927.6K$0-$927.6K2026-10-20
RMR Wealth Builders
CLOSED012,894-12,894-100%$802.0K$0-$802.0K2026-10-22
Hofer & Associates. Inc
CLOSED010,419-10,419-100%$648.1K$0-$648.1K2026-10-13
Vann Equity Management LLC
CLOSED09,408-9,408-100%$585.2K$0-$585.2K2026-10-08
Schmidt P J Investment Management Inc
CLOSED09,145-9,145-100%$568.8K$0-$568.8K2026-11-02
Regimen Wealth, LLC
CLOSED05,967-5,967-100%$371.2K$0-$371.2K2026-11-09
Advisor Resource Council
CLOSED04,655-4,655-100%$289.5K$0-$289.5K2026-11-05
Asset Allocation Strategies LLC
CLOSED04,593-4,593-100%$285.7K$0-$285.7K2026-10-20
Citizens Financial Group Inc
CLOSED04,547-4,547-100%$282.8K$0-$282.8K2026-10-23
Breachway Investments LLC
CLOSED03,900-3,900-100%$242.6K$0-$242.6K2026-10-19
KPP Advisory Services LLC
CLOSED03,720-3,720-100%$231.4K$0-$231.4K2026-10-26
Gibbs Wealth Management
CLOSED03,493-3,493-100%$217.3K$0-$217.3K2026-10-22
Castle Rock Wealth Management, LLC
CLOSED03,468-3,468-100%$217.7K$0-$217.7K2026-10-09
SeaCrest Wealth Management, LLC
CLOSED03,298-3,298-100%$205.1K$0-$205.1K2026-10-21
MCF Advisors LLC
CLOSED01,324-1,324-100%$82.4K$0-$82.4K2026-10-28
Salem Investment Counselors Inc
CLOSED0350-350-100%$21.8K$0-$21.8K2026-10-13
Robinswood Financial LLC
CLOSED0344-344-100%$21.4K$0-$21.4K2026-10-20
Simplex Trading, LLC
CLOSED0255-255-100%$15.9K$0-$15.9K2026-11-04
Farmers & Merchants Trust Co of Chambersburg PA
CLOSED035-35-100%$2$0-$22026-10-14
LifeSteps Financial, Inc.
CLOSED030-30-100%$1.9K$0-$1.9K2026-10-15
Bank of America Corp
N/A—34,921,249-34,921,249-100%$2.2B———
Morgan Stanley
N/A—14,293,930-14,293,930-100%$889.1M———
Raymond James Financial Inc
N/A—8,283,369-8,283,369-100%$515.2M———
Northwestern Mutual Wealth Management Co
N/A—7,353,591-7,353,591-100%$457.4M———
Wells Fargo & Company
N/A—6,248,671-6,248,671-100%$388.7M———
Cetera Investment Advisers
N/A—5,403,084-5,403,084-100%$336.1M———
UBS Group AG
N/A—4,181,948-4,181,948-100%$260.1M———
Osaic Holdings, Inc.
N/A—4,018,479-4,018,479-100%$250.0M———
Ameriprise Financial Inc
N/A—2,954,105-2,954,105-100%$183.7M———
Envestnet Asset Management Inc
N/A—2,713,530-2,713,530-100%$168.8M———
Royal Bank of Canada
N/A—2,288,164-2,288,164-100%$142.3M———
Jones Financial Companies Lllp
N/A—2,102,044-2,102,044-100%$132.5M———
Sequoia Financial Advisors, LLC
N/A—1,781,365-1,781,365-100%$110.8M———
MML Investors Services, LLC
N/A—1,507,446-1,507,446-100%$93.8M———
Stifel Financial Corp
N/A—1,432,682-1,432,682-100%$89.1M———
Baird Financial Group, Inc.
N/A—958,083-958,083-100%$59.6M———
Rockefeller Capital Management L.P.
N/A—826,547-826,547-100%$51.4M———
Janney Montgomery Scott LLC
N/A—794,444-794,444-100%$49.4M———
Private Advisor Group, LLC
N/A—687,662-687,662-100%$42.8M———
Goldman Sachs Group Inc
N/A—660,217-660,217-100%$41.1M———
Steward Partners Investment Advisory, LLC
N/A—615,418-615,418-100%$38.3M———
United Capital Financial Advisors, LLC
N/A—565,627-565,627-100%$35.2M———
Sfmg, LLC
N/A—563,677-563,677-100%$35.1M———
Orion Porfolio Solutions, LLC
N/A—547,789-547,789-100%$34.1M———
NewEdge Advisors, LLC
N/A—524,646-524,646-100%$32.6M———
Equitable Holdings, Inc.
N/A—517,295-517,295-100%$32.2M———
MAI Capital Management
N/A—502,997-502,997-100%$31.3M———
Focus Partners Wealth
N/A—482,832-482,832-100%$30.0M———
Captrust Financial Advisors
N/A—467,498-467,498-100%$29.1M———
Pinnacle Financial Partners, Inc.
N/A—440,862-440,862-100%$27.4M———
Presidio Capital Management, LLC
N/A—428,706-428,706-100%$26.7M———
Ausdal Financial Partners, Inc.
N/A—401,918-401,918-100%$25.0M———
Drucker Wealth 3.0, LLC
N/A—378,213-378,213-100%$23.5M———
Modern Wealth Management, LLC
N/A—374,188-374,188-100%$23.3M———
Mercer Global Advisors Inc
N/A—355,947-355,947-100%$22.1M———
Sanctuary Advisors, LLC
N/A—353,570-353,570-100%$22.0M———
IHT Wealth Management, LLC
N/A—332,126-332,126-100%$20.7M———
Pacer Advisors, Inc.
N/A—307,692-307,692-100%$19.1M———
Stratos Wealth Partners, Ltd.
N/A—278,438-278,438-100%$17.3M———
&partners
N/A—271,027-271,027-100%$16.8M———
PSI Advisors, LLC
N/A—261,752-261,752-100%$16.3M———
Advisory Alpha, LLC
N/A—249,443-249,443-100%$15.5M———
JPMorgan Chase & Co
N/A—239,173-239,173-100%$15.0M———
Advisory Services Network, LLC
N/A—225,883-225,883-100%$14.0M———
Arkadios Wealth Advisors
N/A—225,819-225,819-100%$14.0M———
Copley Financial Group, Inc.
N/A—220,773-220,773-100%$13.7M———
Stratos Wealth Advisors, LLC
N/A—206,336-206,336-100%$12.8M———
Marble Wealth, LLC
N/A—204,699-204,699-100%$12.7M———
Cozad Asset Management Inc
N/A—203,425-203,425-100%$12.7M———
Global Retirement Partners, LLC
N/A—202,522-202,522-100%$12.6M———
Qube Research & Technologies Ltd
N/A—193,534-193,534-100%$12.0M———
Argo Wealth Advisory, LLC
N/A—191,489-191,489-100%$11.9M———
Gotham Asset Management, LLC
N/A—181,404-181,404-100%$11.3M———
Perennial Investment Advisors, LLC
N/A—181,310-181,310-100%$11.3M———
Owen LaRue, LLC
N/A—178,900-178,900-100%$11.1M———
Wood Tarver Financial Group, LLC
N/A—170,477-170,477-100%$10.6M———
Benjamin Edwards Inc
N/A—155,966-155,966-100%$9.7M———
Kingsview Wealth Management, LLC
N/A—154,238-154,238-100%$9.6M———
World Investment Advisors
N/A—148,277-148,277-100%$9.3M———
Arax Advisory Partners
N/A—147,846-147,846-100%$9.2M———
Mitchell Mcleod Pugh & Williams Inc
N/A—147,101-147,101-100%$9.1M———
Cary Street Partners Financial LLC
N/A—147,093-147,093-100%$9.1M———
Blair William & Co
N/A—137,765-137,765-100%$8.6M———
Focus Partners Advisor Solutions, LLC
N/A—135,710-135,710-100%$8.4M———
Ameritas Advisory Services, LLC
N/A—134,888-134,888-100%$8.4M———
Centaurus Financial, Inc.
N/A—134,017-134,017-100%$8.3M———
Calton & Associates, Inc.
N/A—118,523-118,523-100%$7.4M———
Atlas Wealth LLC
N/A—116,406-116,406-100%$7.2M———
Modus Advisors, LLC
N/A—115,515-115,515-100%$7.2M———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—112,038-112,038-100%$7.0M———
Oxford Wealth Group, LLC
N/A—103,298-103,298-100%$6.4M———
Prosperity Consulting Group, LLC
N/A—102,232-102,232-100%$6.4M———
Granby Capital Management, LLC
N/A—100,000-100,000-100%$6.2M———
Moneta Group Investment Advisors LLC
N/A—93,021-93,021-100%$5.8M———
Natixis Advisors, LLC
N/A—92,581-92,581-100%$5.8M———
Kovack Advisors, Inc.
N/A—90,239-90,239-100%$5.6M———
Trustmark Bank Trust Department
N/A—90,031-90,031-100%$5.6M———
Citadel Advisors LLC
N/A—89,145-89,145-100%$5.5M———
Aspire Capital Advisors LLC
N/A—89,043-89,043-100%$5.5M———
Aptus Capital Advisors, LLC
N/A—84,037-84,037-100%$5.2M———
American Alpha Advisors, LLC
N/A—83,311-83,311-100%$5.2M———
Summit Financial, LLC
N/A—83,201-83,201-100%$5.2M———
Waverly Advisors, LLC
N/A—81,498-81,498-100%$5.1M———
CMC Financial Group
N/A—80,585-80,585-100%$5.0M———
Brown Advisory Inc
N/A—79,685-79,685-100%$5.0M———
Cresset Asset Management, LLC
N/A—75,439-75,439-100%$4.7M———
Cerity Partners LLC
N/A—73,863-73,863-100%$4.6M———
Fortis Capital Management LLC
N/A—73,175-73,175-100%$4.6M———
Xcelsior Advisor Partners LLC
N/A—72,917-72,917-100%$4.5M———
OneDigital Investment Advisors LLC
N/A—70,874-70,874-100%$4.4M———
OakTrust Wealth Advisors, LLC
N/A—69,225-69,225-100%$4.3M———
Per Stirling Capital Management, Llc.
N/A—68,956-68,956-100%$4.3M———
Cauble & Harre Wealth Management, Inc.
N/A—68,175-68,175-100%$4.2M———
Smith, Moore & Co.
N/A—64,281-64,281-100%$4.0M———
Mariner, LLC
N/A—63,969-63,969-100%$4.0M———
Capital Analysts, LLC
N/A—63,261-63,261-100%$3.9M———
Betterment LLC
N/A—59,791-59,791-100%$3.7M———
BFC Planning, Inc.
N/A—55,322-55,322-100%$3.4M———
Z3 Capital Partners, LLC
N/A—55,009-55,009-100%$3.4M———
Granite Bay Wealth Management, LLC
N/A—54,833-54,833-100%$3.4M———
Broadleaf Partners, LLC
N/A—54,491-54,491-100%$3.4M———
WNY Asset Management, LLC
N/A—53,268-53,268-100%$3.3M———
Cassady Wealth & Retirement Planning, LLC
N/A—52,647-52,647-100%$3.3M———
GTS Securities LLC
N/A—52,509-52,509-100%$3.3M———
Fortis Advisors, LLC
N/A—52,473-52,473-100%$3.3M———
FMR LLC
N/A—52,403-52,403-100%$3.3M———
Medallion Wealth Advisors, LLC
N/A—51,935-51,935-100%$3.2M———
Integrated Wealth Concepts LLC
N/A—51,437-51,437-100%$3.2M———
BlackRock, Inc.
N/A—50,098-50,098-100%$3.1M———
Ankerstar Wealth, LLC
N/A—49,534-49,534-100%$3.1M———
Glen Eagle Advisors, LLC
N/A—46,653-46,653-100%$2.9M———
WealthTrak Capital Management LLC
N/A—43,553-43,553-100%$2.7M———
Principal Securities, Inc.
N/A—43,402-43,402-100%$2.7M———
Copia Wealth Management
N/A—43,112-43,112-100%$2.7M———
Brown Brothers Harriman & Co
N/A—42,681-42,681-100%$2.7M———
Atlantic Family Wealth, LLC
N/A—42,381-42,381-100%$2.6M———
NCM Capital Management, LLC
N/A—37,342-37,342-100%$2.3M———
Quantinno Capital Management LP
N/A—36,487-36,487-100%$2.3M———
XTX Topco Ltd
N/A—36,406-36,406-100%$2.3M———
Savvy Advisors, Inc.
N/A—36,335-36,335-100%$2.3M———
HRT Financial LP
N/A—35,815-35,815-100%$2.2M———
Pasadena Private Wealth, LLC
N/A—34,668-34,668-100%$2.2M———
Brio Consultants, LLC
N/A—33,626-33,626-100%$2.1M———
Susquehanna International Group, LLP
N/A—33,361-33,361-100%$2.1M———
Fidelis Capital Partners, LLC
N/A—32,421-32,421-100%$2.0M———
Quadrature Capital Ltd
N/A—31,843-31,843-100%$2.0M———
Gladstone Institutional Advisory LLC
N/A—30,672-30,672-100%$1.9M———
PCG Wealth Advisors, LLC
N/A—29,229-29,229-100%$1.8M———
Bluespring Wealth Management, LLC
N/A—29,001-29,001-100%$1.8M———
Advyzon Investment Management, LLC
N/A—28,880-28,880-100%$1.8M———
IAM Advisory, LLC
N/A—28,757-28,757-100%$1.8M———
Main Street Financial Solutions, LLC
N/A—27,610-27,610-100%$1.7M———
Caprock Group, LLC
N/A—26,695-26,695-100%$1.7M———
White Knight Strategic Wealth Advisors, LLC
N/A—26,384-26,384-100%$1.6M———
Continuum Advisory, LLC
N/A—26,195-26,195-100%$1.6M———
Ameritas Investment Partners, Inc.
N/A—26,183-26,183-100%$1.6M———
Swisher Financial Concepts, Inc.
N/A—25,921-25,921-100%$1.6M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—25,850-25,850-100%$1.6M———
Snowden Capital Advisors LLC
N/A—24,808-24,808-100%$1.5M———
Compass Advisory Group LLC
N/A—24,476-24,476-100%$1.5M———
GWN Securities Inc.
N/A—24,262-24,262-100%$1.5M———
Tudor Investment Corp ET AL
N/A—22,500-22,500-100%$1.4M———
Stonebridge Financial Group, LLC / MO
N/A—22,122-22,122-100%$1.4M———
Foundations Investment Advisors, LLC
N/A—21,869-21,869-100%$1.4M———
O'shaughnessy Asset Management, LLC
N/A—21,726-21,726-100%$1.4M———
Sun Financial Inc
N/A—21,670-21,670-100%$1.5M———
AE Wealth Management LLC
N/A—21,556-21,556-100%$1.3M———
Flow Traders U.S. LLC
N/A—21,276-21,276-100%$1.3M———
Rothschild Investment LLC
N/A—20,968-20,968-100%$1.3M———
Forefront Wealth Partners, LLC
N/A—20,509-20,509-100%$1.3M———
AQR Capital Management LLC
N/A—20,223-20,223-100%$1.3M———
Legacy Capital Wealth Management, LLC
N/A—19,427-19,427-100%$1.2M———
CIBC Bancorp USA Inc.
N/A—19,132-19,132-100%$1.2M———
Empire Financial Management Company, LLC
N/A—19,100-19,100-100%$1.2M———
Garden State Investment Advisory Services LLC
N/A—18,760-18,760-100%$1.2M———
Brookwood Investment Group LLC
N/A—18,749-18,749-100%$1.2M———
Wealthspire Advisors, LLC
N/A—18,592-18,592-100%$1.2M———
Trivium Point Advisory, LLC
N/A—18,478-18,478-100%$1.1M———
Tripletail Wealth Management, LLC
N/A—18,027-18,027-100%$1.1M———
EP Wealth Advisors, LLC
N/A—18,007-18,007-100%$1.1M———
BlueStem Wealth Partners, LLC
N/A—16,820-16,820-100%$1.0M———
Inspire Advisors, LLC
N/A—16,643-16,643-100%$1.0M———
Investor's Fiduciary Advisor Network, LLC
N/A—16,592-16,592-100%$1.0M———
5T Wealth, LLC
N/A—16,140-16,140-100%$1.0M———
Wellspring Financial Advisors, LLC
N/A—15,482-15,482-100%$963.7K———
Northern Trust Corp
N/A—14,745-14,745-100%$917.1K———
Envestnet Portfolio Solutions, Inc.
N/A—14,736-14,736-100%$916.6K———
Vestmark Advisory Solutions, Inc.
N/A—14,476-14,476-100%$900.4K———
Sound View Wealth Advisors Group, LLC
N/A—14,323-14,323-100%$890.9K———
Barnes Pettey Financial Advisors, LLC
N/A—13,895-13,895-100%$864.2K———
Beacon Pointe Advisors, LLC
N/A—13,806-13,806-100%$858.7K———
CreativeOne Wealth, LLC
N/A—13,643-13,643-100%$848.6K———
Vertex Planning Partners, LLC
N/A—13,583-13,583-100%$844.9K———
Ritter Daniher Financial Advisory LLC / de
N/A—13,451-13,451-100%$836.7K———
SlateStone Wealth, LLC
N/A—12,706-12,706-100%$790.0K———
SCS Capital Management LLC
N/A—12,590-12,590-100%$783.1K———
Ameriflex Group, Inc.
N/A—12,585-12,585-100%$782.8K———
Mutual Advisors, LLC
N/A—12,448-12,448-100%$774.3K———
WCG Wealth Advisors LLC
N/A—12,395-12,395-100%$771.0K———
Tyche Wealth Partners LLC
N/A—12,373-12,373-100%$769.6K———
Ancora Advisors LLCA
N/A—12,318-12,318-100%$766.2K———
Sierra Capital LLC
N/A—12,088-12,088-100%$751.9K———
Keystone Financial Group
N/A—11,989-11,989-100%$745.7K———
Pathstone Holdings, LLC
N/A—11,809-11,809-100%$734.5K———
Guardian Wealth Advisors, LLC / NC
N/A—11,555-11,555-100%$718.7K———
MWA Asset Management
N/A—11,228-11,228-100%$698.4K———
LaSalle St. Investment Advisors, LLC
N/A—11,068-11,068-100%$688.4K———
Berger Financial Group, Inc
N/A—11,048-11,048-100%$687.2K———
Pgim Custom Harvest LLC
N/A—10,973-10,973-100%$682.5K———
Sonoma Allocations LLC
N/A—10,488-10,488-100%$662.2K———
Front Row Advisors LLC
N/A—10,403-10,403-100%$730.6K———
Allie Family Office LLC
N/A—10,374-10,374-100%$645.3K———
Rothschild Capital Partners, LLC
N/A—10,335-10,335-100%$642.8K———
FWG Holdings, LLC
N/A—10,226-10,226-100%$663.6K———
Chicago Wealth Management, Inc.
N/A—10,220-10,220-100%$635.7K———
Millstone Evans Group, LLC
N/A—10,139-10,139-100%$630.7K———
Prelude Capital Management, LLC
N/A—10,000-10,000-100%$622.0K———
Bcgm Wealth Management, LLC
N/A—9,899-9,899-100%$615.7K———
Bravias Capital Group, LLC
N/A—9,671-9,671-100%$601.5K———
Centric Wealth Management
N/A—9,654-9,654-100%$610.5K———
Gateway Wealth Partners, LLC
N/A—9,565-9,565-100%$594.9K———
Madison Wealth Partners, Inc
N/A—9,535-9,535-100%$593.1K———
Stephens Inc
N/A—9,496-9,496-100%$590.6K———
Windsor Advisory Group, LLC
N/A—9,388-9,388-100%$583.9K———
Magnolia Capital Advisors LLC
N/A—9,267-9,267-100%$576.4K———
IMA Advisory Services, Inc.
N/A—9,057-9,057-100%$563.3K———
PFG Investments, LLC
N/A—8,967-8,967-100%$557.8K———
Bay Rivers Group
N/A—8,946-8,946-100%$556.4K———
Hilltop Holdings Inc.
N/A—8,867-8,867-100%$551.5K———
IFS Group,LLC
N/A—8,775-8,775-100%$545.8K———
Tower Research Capital LLC (TRC)
N/A—8,640-8,640-100%$537.4K———
Financial Engines Advisors L.L.C.
N/A—8,508-8,508-100%$529.2K———
FWL Investment Management, LLC
N/A—8,428-8,428-100%$524.2K———
M3 Advisory Group, LLC
N/A—8,395-8,395-100%$522.1K———
Innovative Asset Advisors Group, LLC
N/A—8,382-8,382-100%$521.4K———
Liberty Wealth Management LLC
N/A—8,091-8,091-100%$506.2K———
Maridea Wealth Management LLC
N/A—7,958-7,958-100%$495.0K———
Fiducient Advisors LLC
N/A—7,856-7,856-100%$488.6K———
Prepared Retirement Institute LLC
N/A—7,775-7,775-100%$483.6K———
UBS Asset Management Americas LLC
N/A—7,663-7,663-100%$476.6K———
Intrepid Financial Planning Group LLC
N/A—7,634-7,634-100%$474.8K———
Nuveen, LLC
N/A—7,318-7,318-100%$455.2K———
Perissos Private Wealth Management, LLC
N/A—7,114-7,114-100%$442.5K———
Prudent Investors Network, Inc.
N/A—6,659-6,659-100%$414.2K———
Thompson David Blair
N/A—6,592-6,592-100%$410.0K———
WealthTrust Axiom LLC
N/A—6,526-6,526-100%$405.9K———
Range Advisory, LLC
N/A—6,498-6,498-100%$404.2K———
Resurgent Financial Advisors LLC
N/A—6,411-6,411-100%$398.8K———
Pallas Capital Advisors LLC
N/A—6,110-6,110-100%$380.0K———
Kerr Financial Planning Corp
N/A—5,823-5,823-100%$362.2K———
L & S Advisors Inc
N/A—5,777-5,777-100%$359.3K———
First Trust Advisors LP
N/A—5,595-5,595-100%$348.0K———
Chancellor Financial Group WB LP
N/A—5,595-5,595-100%$348.0K———
Ethos Financial Group, LLC
N/A—5,550-5,550-100%$345.2K———
Dakota Wealth Management
N/A—5,537-5,537-100%$344.4K———
Wealth Management Associates, Inc.
N/A—5,472-5,472-100%$340.3K———
Pure Financial Advisors, LLC
N/A—5,289-5,289-100%$329.0K———
Keating Financial Advisory Services, Inc.
N/A—5,245-5,245-100%$326.2K———
Plotkin Financial Advisors, LLC
N/A—5,222-5,222-100%$324.8K———
Capasso Planning Partners LLC
N/A—5,142-5,142-100%$319.8K———
Insigneo Advisory Services, LLC
N/A—5,020-5,020-100%$312.2K———
Lavaca Capital LLC
N/A—5,011-5,011-100%$311.7K———
E-Wealth Partners, LLC
N/A—5,002-5,002-100%$311.1K———
Pacific SUN Financial Corp
N/A—4,860-4,860-100%$302.3K———
Composition Wealth, LLC
N/A—4,722-4,722-100%$293.7K———
Tobias Financial Advisors, Inc.
N/A—4,636-4,636-100%$288.4K———
Retirement Planning Group, LLC / NY
N/A—4,604-4,604-100%$286.3K———
Strategic Financial Concepts, LLC
N/A—4,566-4,566-100%$284.0K———
Benson Wealth Management Inc
N/A—4,564-4,564-100%$283.9K———
PMG Wealth Management, Inc.
N/A—4,518-4,518-100%$281.0K———
J. M. Brown & Associates Inc.
N/A—4,124-4,124-100%$256.5K———
Nova Wealth Management, Inc.
N/A—4,082-4,082-100%$253.9K———
Adapt Wealth Advisors, LLC
N/A—3,980-3,980-100%$247.5K———
Twin Peaks Wealth Advisors, LLC
N/A—3,755-3,755-100%$233.5K———
Cofg Advisors, LLC
N/A—3,748-3,748-100%$233.1K———
RED Reef Advisors LLC
N/A—3,703-3,703-100%$230.3K———
Beacon Bridge Wealth Partners, LLC
N/A—3,591-3,591-100%$223.4K———
VestGen Investment Management
N/A—3,589-3,589-100%$223.2K———
Novak & Powell Financial Services, Inc.
N/A—3,584-3,584-100%$222.9K———
Jaffetilchin Investment Partners, LLC
N/A—3,519-3,519-100%$218.9K———
Empower Advisory Group, LLC
N/A—3,497-3,497-100%$217.5K———
Ruggaard & Associates LLC
N/A—3,470-3,470-100%$215.8K———
Trexquant Investment LP
N/A—3,235-3,235-100%$201.2K———
Whittier Trust Co
N/A—3,144-3,144-100%$200.3K———
1 North Wealth Services LLC
N/A—2,848-2,848-100%$177.1K———
Regatta Research & Money Management
N/A—2,331-2,331-100%$145.0K———
LRI Investments, LLC
N/A—1,874-1,874-100%$116.6K———
TD Capital Management LLC
N/A—1,836-1,836-100%$114.2K———
Atlantic Union Bankshares Corp
N/A—1,793-1,793-100%$111.5K———
Anchor Investment Management, LLC
N/A—1,737-1,737-100%$108.0K———
Orion Capital Management LLC
N/A—1,700-1,700-100%$105.7K———
Crewe Advisors LLC
N/A—1,462-1,462-100%$91.0K———
Swan Capital LLC
N/A—1,212-1,212-100%$75.4K———
JDM Financial Group LLC
N/A—1,081-1,081-100%$67.2K———
Franklin Resources Inc
N/A—1,012-1,012-100%$62.9K———
Crews Bank & Trust
N/A—926-926-100%$57.6K———
Vanguard Advisers Inc
N/A—897-897-100%$55.8K———
Colonial Trust Co / SC
N/A—896-896-100%$55.7K———
Steigerwald, Gordon & Koch Inc.
N/A—889-889-100%$55.3K———
Mcguire Capital Advisors Inc
N/A—856-856-100%$53.3K———
MidFirst Bank
N/A—765-765-100%$47.6K———
Financial Gravity Companies, Inc.
N/A—763-763-100%$47.5K———
Smartleaf Asset Management LLC
N/A—707-707-100%$44.4K———
HM Payson & Co
N/A—675-675-100%$42.0K———
Bogart Wealth, LLC
N/A—650-650-100%$40.5K———
Harborfront Financial Group LLC
N/A—397-397-100%$24.7K———
Huntington National Bank
N/A—389-389-100%$24.2K———
Founders Financial Alliance, LLC
N/A—354-354-100%$22.0K———
Synergy Investment Management, LLC
N/A—346-346-100%$21.5K———
SHP Wealth Management
N/A—282-282-100%$17.5K———
Caitlin John, LLC
N/A—274-274-100%$17.1K———
Strategic Wealth Partners, Ltd.
N/A—255-255-100%$15.9K———
Fourth Dimension Wealth, LLC
N/A—253-253-100%$15.7K———
Three Bearings Fiduciary Advisors, Inc.
N/A—248-248-100%$15.4K———
Mpwm Advisory Solutions, LLC
N/A—240-240-100%$14.9K———
HHM Wealth Advisors, LLC
N/A—202-202-100%$12.6K———
National Bank of Canada
N/A—150-150-100%$9.3K———
Operose Advisors LLC
N/A—146-146-100%$9.1K———
Hollencrest Capital Management
N/A—135-135-100%$8.4K———
Sachetta, LLC
N/A—125-125-100%$7.8K———
Ogorek Anthony Joseph
N/A—86-86-100%$5———
Measured Wealth Private Client Group, LLC
N/A—84-84-100%$5.2K———
Fiduciary Financial Advisors
N/A—43-43-100%$2.7K———
Truvestments Capital LLC
N/A—30-30-100%$1.9K———
Whittier Trust Co of Nevada Inc
N/A—2-2-100%$129———
Showing 924 of 924 institutions