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Pimco Multisector Bond Actv (PYLD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Retirement Planning Group, LLC
INCREASED
Shares7,636,239 from 7,173,455
Change+462,784 (+6%)
Value$193.9M (+$3.6M)
Filed 2026-10-19
State of New Jersey Common Pension Fund D
INCREASED
Shares6,200,000 from 4,500,000
Change+1,700,000 (+38%)
Value$157.4M (+$38.1M)
Filed 2026-11-05
Confluence Wealth Services, Inc.
INCREASED
Shares4,943,953 from 3,595,528
Change+1,348,425 (+38%)
Value$125.5M (+$30.2M)
Filed 2026-11-05
Bank of New York Mellon Corp
INCREASED
Shares4,171,857 from 4,068,193
Change+103,664 (+3%)
Value$105.9M (-$2.0M)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares4,033,589 from 2,321,549
Change+1,712,040 (+74%)
Value$102.4M (+$41.4M)
Filed 2026-10-13
Krilogy Financial LLC
DECREASED
Shares3,667,575 from 4,024,365
Change-356,790 (-9%)
Value$93.1M (-$13.6M)
Filed 2026-10-13
GR Financial Group, LLC
INCREASED
Shares3,622,134 from 3,540,053
Change+82,081 (+2%)
Value$92.0M (-$1.9M)
Filed 2026-10-27
Apollon Wealth Management, LLC
INCREASED
Shares3,028,318 from 2,499,439
Change+528,879 (+21%)
Value$76.9M (+$10.6M)
Filed 2026-10-23
Commonwealth Equity Services, LLC
INCREASED
Shares3,027,086 from 2,949,049
Change+78,037 (+3%)
Value$76.9M (-$1.4M)
Filed 2026-11-02
Fragasso Financial Advisors Inc
INCREASED
Shares2,981,967 from 2,907,277
Change+74,690 (+3%)
Value$75.7M (-$1.4M)
Filed 2026-10-13
RFG Advisory, LLC
INCREASED
Shares2,892,811 from 1,516,100
Change+1,376,711 (+91%)
Value$73.4M (+$33.2M)
Filed 2026-11-03
Journey Advisory Group, LLC
INCREASED
Shares2,863,073 from 2,392,375
Change+470,698 (+20%)
Value$72.7M (+$9.2M)
Filed 2026-11-04
Family Investment Center, Inc.
DECREASED
Shares2,357,924 from 2,392,376
Change-34,452 (-1%)
Value$59.9M (-$3.6M)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares2,353,407 from 2,097,186
Change+256,221 (+12%)
Value$59.8K (-$55.6M)
Filed 2026-11-02
Heirloom Wealth Management
INCREASED
Shares2,167,042 from 1,214,464
Change+952,578 (+78%)
Value$55.0M (+$22.8M)
Filed 2026-10-14
Tanglewood Wealth Management, Inc.
NEW
Shares2,005,427
Change+2,005,427
Value$50.9M
Filed 2026-10-23
Prime Capital Investment Advisors, LLC
INCREASED
Shares1,815,642 from 1,732,584
Change+83,058 (+5%)
Value$46.1M (+$151.0K)
Filed 2026-10-20
HUB Investment Partners, LLC
INCREASED
Shares1,762,239 from 1,700,919
Change+61,320 (+4%)
Value$44.7M (-$365.1K)
Filed 2026-11-03
Annex Advisory Services, LLC
INCREASED
Shares1,745,119 from 1,344,720
Change+400,399 (+30%)
Value$44.3M (+$8.6M)
Filed 2026-10-16
Wagner Wealth Management, LLC
INCREASED
Shares1,627,072 from 711,351
Change+915,721 (+129%)
Value$41.3M (+$22.4M)
Filed 2026-10-21
RFG Holdings, Inc.
INCREASED
Shares1,624,039 from 1,572,195
Change+51,844 (+3%)
Value$40.0M (-$1.7M)
Filed 2026-10-30
Thrivent Financial for Lutherans
INCREASED
Shares1,587,165 from 21,555
Change+1,565,610 (+7263%)
Value$40.3K (-$531.7K)
Filed 2026-11-05
Wall Capital Group, Inc.
INCREASED
Shares1,574,337 from 1,437,849
Change+136,488 (+9%)
Value$40.0M (+$1.8M)
Filed 2026-10-14
Aprio Wealth Management, LLC
INCREASED
Shares1,560,377 from 1,335,187
Change+225,190 (+17%)
Value$39.6M (+$4.2M)
Filed 2026-10-28
Waterway Wealth Management, LLC
DECREASED
Shares1,510,601 from 1,712,385
Change-201,784 (-12%)
Value$36.5M (-$7.0M)
Filed 2026-10-28
Stonebridge Financial Group, LLC
DECREASED
Shares1,428,056 from 1,495,959
Change-67,903 (-5%)
Value$36.3M (-$3.4M)
Filed 2026-10-01
Parallel Advisors, LLC
INCREASED
Shares1,420,538 from 173,854
Change+1,246,684 (+717%)
Value$36.1M (+$31.5M)
Filed 2026-11-03
D.B. Root & Company, LLC
INCREASED
Shares1,369,393 from 1,320,319
Change+49,074 (+4%)
Value$34.8M (-$246.0K)
Filed 2026-11-04
Cardinal Point Capital Management ULC
INCREASED
Shares1,362,834 from 1,268,316
Change+94,518 (+7%)
Value$34.6M (+$966.6K)
Filed 2026-10-21
Soltis Investment Advisors LLC
INCREASED
Shares1,352,994 from 80,334
Change+1,272,660 (+1584%)
Value$34.4M (+$32.2M)
Filed 2026-10-28
R. W. Roge & Company, Inc.
NEW
Shares1,351,063
Change+1,351,063
Value$34.3K
Filed 2026-11-04
Wealth Alliance Advisory Group, LLC
DECREASED
Shares1,330,110 from 1,331,309
Change-1,199 (0%)
Value$33.8M (-$1.5M)
Filed 2026-10-14
Bare Financial Services, Inc
INCREASED
Shares1,315,585 from 740,647
Change+574,938 (+78%)
Value$33.4M (+$13.8M)
Filed 2026-11-04
Pictet North America Advisors SA
INCREASED
Shares1,313,381 from 1,054,118
Change+259,263 (+25%)
Value$33.3M (+$5.4M)
Filed 2026-10-21
San Luis Wealth Advisors LLC
INCREASED
Shares1,267,849 from 590,775
Change+677,074 (+115%)
Value$32.2M (+$16.5M)
Filed 2026-10-27
Correct Capital Wealth Management
INCREASED
Shares1,225,469 from 1,162,951
Change+62,518 (+5%)
Value$31.1M (+$273.2K)
Filed 2026-11-02
Allen Capital Group, LLC
INCREASED
Shares1,199,136 from 1,157,019
Change+42,117 (+4%)
Value$30.4M (-$238.1K)
Filed 2026-10-27
Visionary Wealth Advisors
INCREASED
Shares1,173,136 from 1,082,344
Change+90,792 (+8%)
Value$29.8M (+$1.1M)
Filed 2026-11-04
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares1,171,000 from 250,100
Change+920,900 (+368%)
Value$29.7M (+$23.1M)
Filed 2026-11-03
D.A. Davidson & Co.
DECREASED
Shares1,161,956 from 1,162,002
Change-46 (0%)
Value$29.5M (-$1.3M)
Filed 2026-10-28
Wealthcare Advisory Partners LLC
INCREASED
Shares1,144,468 from 1,025,937
Change+118,531 (+12%)
Value$29.1M (+$1.9M)
Filed 2026-10-21
Intrua Financial, LLC
DECREASED
Shares1,121,264 from 1,150,669
Change-29,405 (-3%)
Value$28.5M (-$2.0M)
Filed 2026-10-28
Mason & Associates, LLC
INCREASED
Shares1,074,634 from 1,026,348
Change+48,286 (+5%)
Value$27.3M (+$66.2K)
Filed 2026-10-26
Rainey & Randall Wealth Advisors Inc.
INCREASED
Shares1,057,059 from 938,524
Change+118,535 (+13%)
Value$26.8M (+$1.9M)
Filed 2026-10-26
Creative Capital Management Investments LLC
INCREASED
Shares1,018,160 from 952,568
Change+65,592 (+7%)
Value$25.9M (+$589.0K)
Filed 2026-10-28
Northside Capital Management, LLC
INCREASED
Shares1,011,574 from 599,905
Change+411,669 (+69%)
Value$25.7M (+$9.8M)
Filed 2026-10-13
Gemmer Asset Management LLC
INCREASED
Shares989,802 from 957,658
Change+32,144 (+3%)
Value$25.1M (-$266.0K)
Filed 2026-10-16
EnRich Financial Partners LLC
INCREASED
Shares988,437 from 973,138
Change+15,299 (+2%)
Value$25.1M (-$711.2K)
Filed 2026-10-21
Larson Financial Group LLC
INCREASED
Shares977,934 from 909,398
Change+68,536 (+8%)
Value$24.8M (+$712.5K)
Filed 2026-11-05
Acorn Financial Advisory Services Inc
DECREASED
Shares967,960 from 1,616,850
Change-648,890 (-40%)
Value$24.6M (-$18.3M)
Filed 2026-11-02
Eclectic Associates Inc
INCREASED
Shares967,872 from 908,395
Change+59,477 (+7%)
Value$24.6M (+$483.6K)
Filed 2026-10-09
Kestra Advisory Services, LLC
INCREASED
Shares956,161 from 837,408
Change+118,753 (+14%)
Value$24.3M (+$2.1M)
Filed 2026-11-02
Welch Group, LLC
INCREASED
Shares943,528 from 913,614
Change+29,914 (+3%)
Value$24.0M (-$272.9K)
Filed 2026-10-29
LexAurum Advisors, LLC
INCREASED
Shares941,820 from 813,864
Change+127,956 (+16%)
Value$23.9M (+$2.3M)
Filed 2026-10-19
Vise Technologies, Inc.
INCREASED
Shares934,906 from 575,329
Change+359,577 (+63%)
Value$23.7M (+$8.5M)
Filed 2026-10-29
MinichMacGregor Wealth Management, LLC
INCREASED
Shares920,409 from 883,704
Change+36,705 (+4%)
Value$23.4M (-$66.6K)
Filed 2026-10-14
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares897,357 from 875,246
Change+22,111 (+3%)
Value$22.8M (-$427.6K)
Filed 2026-10-16
BIP Wealth, LLC
INCREASED
Shares882,889 from 824,278
Change+58,611 (+7%)
Value$22.4M (+$556.7K)
Filed 2026-10-22
Great Point Wealth Advisors, LLC
INCREASED
Shares880,683 from 831,789
Change+48,894 (+6%)
Value$22.4M (+$301.5K)
Filed 2026-10-15
Evergreen Capital Management LLC
INCREASED
Shares878,114 from 865,182
Change+12,932 (+1%)
Value$22.3M (-$649.3K)
Filed 2026-10-23
Vigilare Wealth Management
INCREASED
Shares844,709 from 476,258
Change+368,451 (+77%)
Value$21.4M (+$8.8M)
Filed 2026-10-29
Victory Financial Group, LLC
INCREASED
Shares809,781 from 758,272
Change+51,509 (+7%)
Value$20.6M (+$451.0K)
Filed 2026-10-27
Dahring | Cusmano LLC
INCREASED
Shares803,176 from 755,064
Change+48,112 (+6%)
Value$20.4M (+$368.3K)
Filed 2026-11-03
Scott Capital Advisors, LLC
INCREASED
Shares780,275 from 740,151
Change+40,124 (+5%)
Value$19.7M (+$119.9K)
Filed 2026-10-13
Novem Group
DECREASED
Shares776,835 from 1,573,225
Change-796,390 (-51%)
Value$19.7M (-$22.0M)
Filed 2026-10-19
Riverchase Wealth Management, LLC
INCREASED
Shares744,802 from 691,288
Change+53,514 (+8%)
Value$18.9M (+$577.5K)
Filed 2026-10-28
O'Connor Financial Group LLC
INCREASED
Shares737,269 from 680,796
Change+56,473 (+8%)
Value$18.7M (+$664.6K)
Filed 2026-10-26
Alliance Private Wealth, LLC
DECREASED
Shares728,236 from 745,869
Change-17,633 (-2%)
Value$18.5M (-$1.3M)
Filed 2026-10-20
CLG LLC
INCREASED
Shares691,052 from 554,611
Change+136,441 (+25%)
Value$17.5M (+$2.8M)
Filed 2026-10-13
Founders Financial Securities LLC
DECREASED
Shares684,325 from 713,179
Change-28,854 (-4%)
Value$17.4M (-$1.5M)
Filed 2026-10-28
True North Advisors, LLC
DECREASED
Shares663,875 from 720,470
Change-56,595 (-8%)
Value$16.9M (-$2.3M)
Filed 2026-10-22
Financial Futures Ltd Liability Co.
INCREASED
Shares649,460 from 639,399
Change+10,061 (+2%)
Value$16.5M (-$467.1K)
Filed 2026-10-13
Beacon Capital Management, Inc.
INCREASED
Shares643,463 from 619,725
Change+23,738 (+4%)
Value$16.3M (-$97.6K)
Filed 2026-10-13
EverSource Wealth Advisors, LLC
INCREASED
Shares634,024 from 556,814
Change+77,210 (+14%)
Value$16.1M (+$1.3M)
Filed 2026-11-04
Kozak & Associates, Inc.
DECREASED
Shares633,737 from 681,232
Change-47,495 (-7%)
Value$16.2M (-$1.7M)
Filed 2026-10-29
Base Wealth Management LLC
DECREASED
Shares620,893 from 657,199
Change-36,306 (-6%)
Value$15.8M (-$1.7M)
Filed 2026-10-21
Atria Investments, Inc
INCREASED
Shares597,928 from 544,755
Change+53,173 (+10%)
Value$15.2M (+$734.5K)
Filed 2026-10-15
Flynn Zito Capital Management, LLC
DECREASED
Shares582,184 from 644,671
Change-62,487 (-10%)
Value$14.8M (-$2.3M)
Filed 2026-11-04
Mid-American Wealth Advisory Group, Inc.
INCREASED
Shares581,907 from 477,497
Change+104,410 (+22%)
Value$14.8M (+$2.1M)
Filed 2026-10-21
Lake Street Private Wealth, LLC
INCREASED
Shares572,400 from 445,882
Change+126,518 (+28%)
Value$14.5M (+$2.7M)
Filed 2026-10-22
Daymark Wealth Partners, LLC
INCREASED
Shares571,652 from 562,645
Change+9,007 (+2%)
Value$14.5M (-$407.1K)
Filed 2026-11-04
Mueller Wealth, LLC
INCREASED
Shares571,437 from 505,932
Change+65,505 (+13%)
Value$14.5M (+$1.1M)
Filed 2026-11-05
Able Financial Group, LLC
INCREASED
Shares567,669 from 537,848
Change+29,821 (+6%)
Value$14.4M (+$149.4K)
Filed 2026-10-14
Johnson & White Wealth Management, LLC
INCREASED
Shares551,041 from 463,895
Change+87,146 (+19%)
Value$14.0M (+$1.7M)
Filed 2026-11-03
Advisor OS, LLC
INCREASED
Shares542,455 from 489,698
Change+52,757 (+11%)
Value$13.8M (+$786.2K)
Filed 2026-11-03
ERn Financial, LLC
INCREASED
Shares540,381 from 500,101
Change+40,280 (+8%)
Value$13.7M (+$457.6K)
Filed 2026-10-28
Wespac Advisors SoCal, LLC
INCREASED
Shares530,918 from 408,065
Change+122,853 (+30%)
Value$13.5M (+$2.7M)
Filed 2026-10-13
Wilkerson Advisory Group LLC
INCREASED
Shares521,633 from 488,746
Change+32,887 (+7%)
Value$13.2M (+$282.7K)
Filed 2026-10-20
White Pine Investment Co
INCREASED
Shares519,433 from 421,294
Change+98,139 (+23%)
Value$13.2K (-$11.2M)
Filed 2026-10-15
Vicus Capital
DECREASED
Shares517,193 from 518,936
Change-1,743 (0%)
Value$13.1M (-$630.7K)
Filed 2026-11-05
Breakwater Capital Group
INCREASED
Shares512,052 from 449,562
Change+62,490 (+14%)
Value$13.0M (+$1.1M)
Filed 2026-10-09
Copper Harbor Investment Advisors, LLC
DECREASED
Shares503,017 from 552,734
Change-49,717 (-9%)
Value$12.8M (-$1.9M)
Filed 2026-10-16
Stokes Capital Advisors, LLC
DECREASED
Shares501,361 from 696,655
Change-195,294 (-28%)
Value$12.7M (-$5.7M)
Filed 2026-10-09
Grey Ledge Advisors, LLC
INCREASED
Shares500,726 from 487,321
Change+13,405 (+3%)
Value$12.7M (-$210.1K)
Filed 2026-11-02
Walkner Condon Financial Advisors LLC
INCREASED
Shares497,274 from 217,107
Change+280,167 (+129%)
Value$12.6M (+$6.9M)
Filed 2026-11-02
Landmark Wealth Management, LLC
INCREASED
Shares490,426 from 290,580
Change+199,846 (+69%)
Value$12.5M (+$4.7M)
Filed 2026-11-03
Brookstone Capital Management
DECREASED
Shares482,922 from 543,086
Change-60,164 (-11%)
Value$12.3M (-$2.1M)
Filed 2026-10-22
Strata Wealth Advisors, LLC
INCREASED
Shares477,241 from 356,720
Change+120,521 (+34%)
Value$12.1M (+$2.7M)
Filed 2026-10-16
Avondale Wealth Management
DECREASED
Shares470,934 from 496,901
Change-25,967 (-5%)
Value$12.0M (-$1.2M)
Filed 2026-10-15
Selby Wealth Management, LLC
INCREASED
Shares448,063 from 420,915
Change+27,148 (+6%)
Value$11.4M (+$213.7K)
Filed 2026-10-16
Farther Finance Advisors, LLC
DECREASED
Shares447,773 from 477,515
Change-29,742 (-6%)
Value$11.4M (-$1.3M)
Filed 2026-10-08
Sentinel Advisory Group, LLC
INCREASED
Shares433,390 from 303,561
Change+129,829 (+43%)
Value$11.0M (+$3.0M)
Filed 2026-10-20
S.E.E.D. Planning Group LLC
DECREASED
Shares412,269 from 412,929
Change-660 (0%)
Value$10.5M (-$483.4K)
Filed 2026-10-07
Sentinel Pension Advisors, LLC
INCREASED
Shares411,377 from 392,208
Change+19,169 (+5%)
Value$10.4M (+$137.6K)
Filed 2026-11-02
Avaii Wealth Management, LLC
INCREASED
Shares408,457 from 398,349
Change+10,108 (+3%)
Value$10.3M (-$262.9K)
Filed 2026-10-09
Creative Financial Designs Inc
INCREASED
Shares400,428 from 362,426
Change+38,002 (+10%)
Value$10.2M (+$555.3K)
Filed 2026-11-04
Fiduciary Alliance LLC
DECREASED
Shares393,425 from 401,140
Change-7,715 (-2%)
Value$10.0M (-$649.2K)
Filed 2026-10-13
Truist Financial Corp
DECREASED
Shares374,673 from 389,377
Change-14,704 (-4%)
Value$9.5M (-$813.3K)
Filed 2026-10-30
Weaver Consulting Group
INCREASED
Shares358,989 from 272,547
Change+86,442 (+32%)
Value$9.1M (+$1.9M)
Filed 2026-10-07
PFG Advisors
INCREASED
Shares358,551 from 337,213
Change+21,338 (+6%)
Value$9.1M (+$160.7K)
Filed 2026-10-16
Econ Financial Services Corp
INCREASED
Shares351,584 from 344,963
Change+6,621 (+2%)
Value$8.9M (-$221.7K)
Filed 2026-10-19
Great Diamond Partners, LLC
INCREASED
Shares347,235 from 321,748
Change+25,487 (+8%)
Value$8.8M (+$283.5K)
Filed 2026-10-13
Linscomb Wealth, Inc.
INCREASED
Shares345,900 from 215,346
Change+130,554 (+61%)
Value$8.8M (+$3.1M)
Filed 2026-11-05
Refined Wealth Management
INCREASED
Shares344,114 from 317,941
Change+26,173 (+8%)
Value$8.7M (+$305.3K)
Filed 2026-10-13
Davenport & Co LLC
DECREASED
Shares338,036 from 689,682
Change-351,646 (-51%)
Value$8.6M (-$9.7M)
Filed 2026-10-14
Exchange Traded Concepts, LLC
DECREASED
Shares336,031 from 339,660
Change-3,629 (-1%)
Value$8.5M (-$476.0K)
Filed 2026-10-28
Integrity Investment Advisors, LLC
DECREASED
Shares335,941 from 336,197
Change-256 (0%)
Value$8.5M (-$386.4K)
Filed 2026-11-03
Means Investment Co., Inc.
DECREASED
Shares330,316 from 347,052
Change-16,736 (-5%)
Value$8.4M (-$817.1K)
Filed 2026-11-03
Parr Mcknight Wealth Management Group, LLC
INCREASED
Shares324,570 from 311,660
Change+12,910 (+4%)
Value$8.2M (-$24.4K)
Filed 2026-10-30
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares321,756 from 176,669
Change+145,087 (+82%)
Value$8.2M (+$3.5M)
Filed 2026-10-07
Quadcap Wealth Management, LLC
INCREASED
Shares319,829 from 300,508
Change+19,321 (+6%)
Value$8.1M (+$151.0K)
Filed 2026-11-02
Destiny Wealth Partners, LLC
INCREASED
Shares319,100 from 192,418
Change+126,682 (+66%)
Value$8.1M (+$3.1M)
Filed 2026-11-05
Hedeker Wealth, LLC
INCREASED
Shares318,785 from 277,901
Change+40,884 (+15%)
Value$8.1M (+$724.0K)
Filed 2026-10-23
Halbert Hargrove Global Advisors, LLC
INCREASED
Shares311,296 from 299,343
Change+11,953 (+4%)
Value$7.9M (-$34.8K)
Filed 2026-10-16
Elevation Point Wealth Partners, LLC
INCREASED
Shares309,235 from 240,348
Change+68,887 (+29%)
Value$7.9M (+$1.5M)
Filed 2026-11-05
Wagner Wealth Management, Corp
INCREASED
Shares298,488 from 279,015
Change+19,473 (+7%)
Value$7.6M (+$179.1K)
Filed 2026-10-20
J.W. Cole Advisors, Inc.
DECREASED
Shares283,545 from 283,760
Change-215 (0%)
Value$7.2M (-$326.1K)
Filed 2026-11-05
LifeGoal Investments, LLC
INCREASED
Shares281,606 from 267,867
Change+13,739 (+5%)
Value$7.1M (+$46.1K)
Filed 2026-10-09
Security Financial Services, Inc.
INCREASED
Shares280,496 from 273,533
Change+6,963 (+3%)
Value$7.1M (-$132.3K)
Filed 2026-10-29
VestGen Advisors, LLC
INCREASED
Shares273,873 from 272,129
Change+1,744 (+1%)
Value$7.0M (-$263.2K)
Filed 2026-10-27
Williams & Novak Wealth Management, LLC
INCREASED
Shares267,126 from 241,985
Change+25,141 (+10%)
Value$6.8M (+$364.9K)
Filed 2026-10-09
Boyce & Associates Wealth Consulting, Inc.
INCREASED
Shares264,267 from 33,783
Change+230,484 (+682%)
Value$6.7M (+$5.8M)
Filed 2026-10-14
Asset Advisory Group, Inc.
DECREASED
Shares262,124 from 264,308
Change-2,184 (-1%)
Value$6.7M (-$354.1K)
Filed 2026-10-20
Foundry Financial LLC
INCREASED
Shares250,307 from 216,643
Change+33,664 (+16%)
Value$6.4M (+$609.9K)
Filed 2026-10-16
Cherrydale Wealth Management, LLC
INCREASED
Shares245,772 from 214,006
Change+31,766 (+15%)
Value$6.2M (+$564.6K)
Filed 2026-10-20
Independent Solutions Wealth Management, LLC
INCREASED
Shares243,535 from 183,119
Change+60,416 (+33%)
Value$6.2M (+$1.3M)
Filed 2026-10-28
NavPoint Financial, Inc.
INCREASED
Shares237,032 from 167,626
Change+69,406 (+41%)
Value$6.0M (+$1.6M)
Filed 2026-10-21
Jeter Robert S II
INCREASED
Shares227,566 from 210,374
Change+17,192 (+8%)
Value$5.8M (+$247.4K)
Filed 2026-10-16
Overbrook Management Corp
INCREASED
Shares226,546 from 219,545
Change+7,001 (+3%)
Value$5.8M (-$70.3K)
Filed 2026-10-08
AJ Advisors, LLC
INCREASED
Shares226,467 from 216,205
Change+10,262 (+5%)
Value$5.7M (+$16.2K)
Filed 2026-10-29
Pinnacle Financial Group, LLC / IL
INCREASED
Shares219,772 from 199,833
Change+19,939 (+10%)
Value$5.6M (+$280.4K)
Filed 2026-10-29
AdvisorNet Financial, Inc
INCREASED
Shares217,762 from 196,585
Change+21,177 (+11%)
Value$5.5M (+$317.7K)
Filed 2026-10-15
Apollon Financial, LLC
INCREASED
Shares216,544 from 192,669
Change+23,875 (+12%)
Value$5.5M (+$388.5K)
Filed 2026-10-23
Signature Estate & Investment Advisors LLC
INCREASED
Shares214,123 from 192,820
Change+21,303 (+11%)
Value$5.4M (+$323.0K)
Filed 2026-10-13
USAdvisors Wealth Management, LLC
DECREASED
Shares209,488 from 210,862
Change-1,374 (-1%)
Value$5.3K (-$5.6M)
Filed 2026-10-21
Foundry Financial Group, Inc.
INCREASED
Shares208,819 from 106,736
Change+102,083 (+96%)
Value$5.3M (+$2.5M)
Filed 2026-10-28
ATX Financial Planning, LLC
NEW
Shares207,092
Change+207,092
Value$5.3M
Filed 2026-10-14
Brighton Jones LLC
DECREASED
Shares206,415 from 224,624
Change-18,209 (-8%)
Value$5.2M (-$716.1K)
Filed 2026-11-03
MGO One Seven LLC
NEW
Shares205,532
Change+205,532
Value$5.2M
Filed 2026-10-28
LVW Advisors, LLC
DECREASED
Shares205,464 from 299,338
Change-93,874 (-31%)
Value$5.2M (-$2.7M)
Filed 2026-10-19
Centerpoint Advisory Group
DECREASED
Shares203,734 from 231,003
Change-27,269 (-12%)
Value$5.2M (-$953.4K)
Filed 2026-10-23
Intelligence Driven Advisers, LLC
INCREASED
Shares202,370 from 143,209
Change+59,161 (+41%)
Value$5.1M (+$1.3M)
Filed 2026-10-09
Tennessee Valley Asset Management Partners
INCREASED
Shares199,587 from 182,431
Change+17,156 (+9%)
Value$5.1M (+$229.4K)
Filed 2026-11-03
Mayfair Advisory Group, LLC
INCREASED
Shares198,143 from 177,129
Change+21,014 (+12%)
Value$5.0M (+$406.0K)
Filed 2026-10-20
Studio Investment Management LLC
INCREASED
Shares198,018 from 26,867
Change+171,151 (+637%)
Value$5.0M (+$4.3M)
Filed 2026-10-22
Retirement Guys Formula LLC
INCREASED
Shares188,852 from 167,989
Change+20,863 (+12%)
Value$4.8M (+$339.9K)
Filed 2026-10-26
Autumn Glory Partners, LLC
INCREASED
Shares183,082 from 117,499
Change+65,583 (+56%)
Value$4.6M (+$1.5M)
Filed 2026-10-26
Catalyst Investment Management LLC
DECREASED
Shares181,412 from 203,817
Change-22,405 (-11%)
Value$4.6M (-$799.2K)
Filed 2026-10-21
Asset One Wealth Management LLC
INCREASED
Shares180,974 from 23,924
Change+157,050 (+656%)
Value$4.6M (+$4.0M)
Filed 2026-11-02
RiverTree Advisors, LLC
DECREASED
Shares179,427 from 191,819
Change-12,392 (-6%)
Value$4.6M (-$531.4K)
Filed 2026-10-13
Sprinkle Financial Consultants LLC
INCREASED
Shares175,107 from 127,113
Change+47,994 (+38%)
Value$4.4M (+$1.1M)
Filed 2026-10-09
John W. Brooker & Co., CPAs
INCREASED
Shares169,301 from 151,602
Change+17,699 (+12%)
Value$4.3M (+$278.1K)
Filed 2026-10-21
Concurrent Investment Advisors, LLC
DECREASED
Shares167,252 from 737,516
Change-570,264 (-77%)
Value$4.2M (-$15.3M)
Filed 2026-10-16
SteelPeak Wealth, LLC
INCREASED
Shares167,109 from 156,272
Change+10,837 (+7%)
Value$4.2M (+$98.6K)
Filed 2026-10-16
Inspirion Wealth Advisors, LLC
INCREASED
Shares162,229 from 143,598
Change+18,631 (+13%)
Value$4.1M (+$336.6K)
Filed 2026-10-09
Investment Partners Asset Management, Inc.
INCREASED
Shares160,302 from 156,057
Change+4,245 (+3%)
Value$4.1M (-$68.6K)
Filed 2026-10-09
BAM Wealth Management, LLC
INCREASED
Shares159,235 from 144,027
Change+15,208 (+11%)
Value$4.0M (+$223.4K)
Filed 2026-10-15
Fifth Third Bancorp
INCREASED
Shares159,030 from 156,728
Change+2,302 (+1%)
Value$4.0M (-$118.7K)
Filed 2026-11-05
StoneCrest Wealth Management, Inc.
INCREASED
Shares157,952 from 151,897
Change+6,055 (+4%)
Value$4.0M (-$17.9K)
Filed 2026-11-03
PKS Advisory Services, LLC
UNCHANGED
Shares153,927 from 153,927
Change0 (0%)
Value$4.1M ($0)
Filed 2026-10-26
Advisortrust Partners, LLC
INCREASED
Shares151,213 from 121,608
Change+29,605 (+24%)
Value$3.8M (+$614.3K)
Filed 2026-11-02
Quad-Cities Investment Group, LLC
INCREASED
Shares150,885 from 134,281
Change+16,604 (+12%)
Value$3.8M (+$269.9K)
Filed 2026-10-16
White & Co Financial Planning Inc
INCREASED
Shares150,160 from 139,566
Change+10,594 (+8%)
Value$3.9M (+$232.9K)
Filed 2026-10-16
Iams Wealth Management, LLC
INCREASED
Shares148,032 from 101,249
Change+46,783 (+46%)
Value$3.8M (+$1.1M)
Filed 2026-10-15
GSG Advisors LLC
INCREASED
Shares145,256 from 137,915
Change+7,341 (+5%)
Value$3.7M (+$30.5K)
Filed 2026-11-03
Capital Advisors Wealth Management, LLC
INCREASED
Shares143,584 from 68,572
Change+75,012 (+109%)
Value$3.6M (+$1.8M)
Filed 2026-10-09
RMR Wealth Builders
INCREASED
Shares136,528 from 129,298
Change+7,230 (+6%)
Value$3.5M (+$37.5K)
Filed 2026-10-22
Spectrum Advisors, Inc.
INCREASED
Shares136,472 from 132,885
Change+3,587 (+3%)
Value$3.5M (-$59.1K)
Filed 2026-11-03
Mission Wealth Management, LP
INCREASED
Shares134,659 from 115,096
Change+19,563 (+17%)
Value$3.4M (+$366.7K)
Filed 2026-10-15
Noble Wealth Management PBC
DECREASED
Shares132,664 from 142,235
Change-9,571 (-7%)
Value$3.4M (-$403.7K)
Filed 2026-10-01
Taylor & Morgan Wealth Management, LLC
INCREASED
Shares131,898 from 110,942
Change+20,956 (+19%)
Value$3.3M (+$406.7K)
Filed 2026-10-09
True Wealth Design, LLC
INCREASED
Shares131,877 from 86,721
Change+45,156 (+52%)
Value$3.3M (+$1.0M)
Filed 2026-10-13
Schuylkill Financial LLC
INCREASED
Shares126,312 from 121,061
Change+5,251 (+4%)
Value$3.2M (-$3.5K)
Filed 2026-10-21
Puff Wealth Management, LLC
INCREASED
Shares124,819 from 108,323
Change+16,496 (+15%)
Value$3.2M (+$296.4K)
Filed 2026-10-07
Centennial Wealth Advisory LLC
INCREASED
Shares121,761 from 119,269
Change+2,492 (+2%)
Value$3.1M (-$71.6K)
Filed 2026-10-16
Bfsg, LLC
INCREASED
Shares119,045 from 70,232
Change+48,813 (+70%)
Value$3.0M (+$1.2M)
Filed 2026-10-30
Oregon Pacific Wealth Management, LLC
INCREASED
Shares117,538 from 99,391
Change+18,147 (+18%)
Value$3.0M (+$348.4K)
Filed 2026-10-20
Wisconsin Wealth Advisors, LLC
INCREASED
Shares115,714 from 110,272
Change+5,442 (+5%)
Value$2.9M (+$13.6K)
Filed 2026-10-08
Newman Dignan & Sheerar, Inc.
INCREASED
Shares109,667 from 94,926
Change+14,741 (+16%)
Value$2.8M (+$267.0K)
Filed 2026-10-21
Ascentis Independent Advisors
NEW
Shares108,812
Change+108,812
Value$2.8M
Filed 2026-11-03
First Premier Bank
INCREASED
Shares107,449 from 89,538
Change+17,911 (+20%)
Value$2.7K (+$354)
Filed 2026-10-13
Peoples Bank
INCREASED
Shares105,745 from 94,036
Change+11,709 (+12%)
Value$2.7M (+$191.0K)
Filed 2026-10-26
Banque Pictet & CIE SA
INCREASED
Shares101,500 from 75,580
Change+25,920 (+34%)
Value$2.6M (+$572.7K)
Filed 2026-10-16
First Citizens Financial Corp
INCREASED
Shares100,695 from 94,410
Change+6,285 (+7%)
Value$2.6M (+$52.9K)
Filed 2026-10-02
GGM Financial LLC
INCREASED
Shares100,150 from 15,744
Change+84,406 (+536%)
Value$2.5M (+$2.1M)
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
DECREASED
Shares100,048 from 118,389
Change-18,341 (-15%)
Value$2.5M (-$599.4K)
Filed 2026-11-03
Trek Financial, LLC
DECREASED
Shares99,829 from 137,509
Change-37,680 (-27%)
Value$2.5M (-$1.1M)
Filed 2026-10-29
Ehrlich Financial Group
DECREASED
Shares97,972 from 98,602
Change-630 (-1%)
Value$2.5M (-$127.4K)
Filed 2026-10-20
Sunpointe, LLC
INCREASED
Shares94,138 from 79,223
Change+14,915 (+19%)
Value$2.4M (+$289.2K)
Filed 2026-10-22
Trademark Financial Management, LLC
DECREASED
Shares93,816 from 97,346
Change-3,530 (-4%)
Value$2.4M (-$199.6K)
Filed 2026-10-23
Partners Wealth Management, LLC
NEW
Shares92,776
Change+92,776
Value$2.4M
Filed 2026-10-28
Sowell Financial Services LLC
NEW
Shares91,029
Change+91,029
Value$2.3M
Filed 2026-10-23
Merkkuri Wealth Advisors LLC
INCREASED
Shares90,979 from 86,168
Change+4,811 (+6%)
Value$2.3M (+$24.8K)
Filed 2026-11-03
IFS Advisors, LLC
NEW
Shares90,697
Change+90,697
Value$2.3M
Filed 2026-10-14
Prospera Financial Services Inc
INCREASED
Shares90,332 from 74,899
Change+15,433 (+21%)
Value$2.3M (+$328.9K)
Filed 2026-11-04
Beacon Financial Planning, Inc
INCREASED
Shares87,575 from 86,911
Change+664 (+1%)
Value$2.2M (-$81.4K)
Filed 2026-11-04
Worth Asset Management, LLC
INCREASED
Shares86,809 from 68,781
Change+18,028 (+26%)
Value$2.2M (+$380.0K)
Filed 2026-10-07
Sigma Planning Corp
INCREASED
Shares83,890 from 29,802
Change+54,088 (+181%)
Value$2.1M (+$1.3M)
Filed 2026-10-23
RMR Capital Management, LLC
DECREASED
Shares83,706 from 84,032
Change-326 (0%)
Value$2.1M (-$103.2K)
Filed 2026-10-23
MW Advisory, LLC
INCREASED
Shares82,694 from 63,647
Change+19,047 (+30%)
Value$2.1M (+$411.7K)
Filed 2026-10-19
Independent Financial Group, LLC
INCREASED
Shares79,312 from 78,875
Change+437 (+1%)
Value$2.0M (-$78.0K)
Filed 2026-10-13
Onyx Bridge Wealth Group LLC
DECREASED
Shares77,236 from 80,457
Change-3,221 (-4%)
Value$2.0M (-$172.7K)
Filed 2026-10-16
Hyposwiss Advisors SA
INCREASED
Shares77,235 from 76,635
Change+600 (+1%)
Value$2.0M (-$71.4K)
Filed 2026-10-26
Milestone Asset Management, LLC
INCREASED
Shares77,155 from 76,745
Change+410 (+1%)
Value$2.0M (-$76.3K)
Filed 2026-10-15
Altfest L J & Co Inc
INCREASED
Shares76,900 from 75,368
Change+1,532 (+2%)
Value$2.0M (-$46.3K)
Filed 2026-10-27
Riverbend Wealth Management, LLC
INCREASED
Shares76,525 from 74,226
Change+2,299 (+3%)
Value$1.9M (-$25.5K)
Filed 2026-10-15
First Affirmative Financial Network
NEW
Shares76,309
Change+76,309
Value$1.9M
Filed 2026-10-21
CGC Financial Services, LLC
INCREASED
Shares72,635 from 67,768
Change+4,867 (+7%)
Value$1.8M (+$47.0K)
Filed 2026-10-13
Canvas Wealth Advisors, LLC
NEW
Shares71,930
Change+71,930
Value$1.8M
Filed 2026-11-02
BayBridge Capital Group, LLC
NEW
Shares71,382
Change+71,382
Value$1.8M
Filed 2026-10-13
Arwa LLC
DECREASED
Shares71,276 from 86,690
Change-15,414 (-18%)
Value$1.8M (-$471.3K)
Filed 2026-10-21
SeaCrest Wealth Management, LLC
INCREASED
Shares70,726 from 51,877
Change+18,849 (+36%)
Value$1.8M (+$419.9K)
Filed 2026-10-21
CRA Financial Services, LLC
INCREASED
Shares70,529 from 54,537
Change+15,992 (+29%)
Value$1.8M (+$344.4K)
Filed 2026-10-16
Quartz Partners, LLC
INCREASED
Shares70,238 from 68,327
Change+1,911 (+3%)
Value$1.8M (-$28.7K)
Filed 2026-11-03
Financial Planning Hawaii, Inc.
DECREASED
Shares69,641 from 69,645
Change-4 (0%)
Value$1.8M (-$78.8K)
Filed 2026-10-13
Summit Investment Advisory Services, LLC
INCREASED
Shares69,151 from 61,379
Change+7,772 (+13%)
Value$1.8M (+$128.0K)
Filed 2026-11-03
Everhart Financial Group, Inc.
INCREASED
Shares68,523 from 30,836
Change+37,687 (+122%)
Value$1.7M (+$922.0K)
Filed 2026-10-08
BlueChip Wealth Advisors LLC
INCREASED
Shares67,667 from 43,606
Change+24,061 (+55%)
Value$1.7M (+$561.6K)
Filed 2026-11-03
Golden State Wealth Management, LLC
DECREASED
Shares63,662 from 138,057
Change-74,395 (-54%)
Value$1.6M (-$2.0M)
Filed 2026-11-02
Bluesphere Advisors LLC
DECREASED
Shares62,451 from 92,283
Change-29,832 (-32%)
Value$1.6M (-$861.7K)
Filed 2026-10-19
Signal Advisors Wealth, LLC
INCREASED
Shares61,275 from 59,683
Change+1,592 (+3%)
Value$1.6M (-$27.0K)
Filed 2026-10-13
Advisory Advocates, LLC
INCREASED
Shares60,480 from 38,939
Change+21,541 (+55%)
Value$1.5M (+$502.9K)
Filed 2026-11-05
Creative Planning
INCREASED
Shares59,887 from 16,468
Change+43,419 (+264%)
Value$1.5M (+$1.1M)
Filed 2026-11-02
Ergawealth Advisors, Inc.
INCREASED
Shares59,385 from 58,777
Change+608 (+1%)
Value$1.5M (-$51.0K)
Filed 2026-10-21
MBL Wealth, LLC
DECREASED
Shares58,910 from 65,055
Change-6,145 (-9%)
Value$1.5M (-$229.5K)
Filed 2026-10-22
RDA Financial Network
INCREASED
Shares58,186 from 57,331
Change+855 (+1%)
Value$1.5M (-$43.1K)
Filed 2026-10-15
Thrive Wealth Management, LLC
INCREASED
Shares57,742 from 42,549
Change+15,193 (+36%)
Value$1.5M (+$337.7K)
Filed 2026-10-13
Crusonia Wealth Advisors LLC
INCREASED
Shares55,112 from 46,853
Change+8,259 (+18%)
Value$1.4M (+$156.8K)
Filed 2026-10-26
Parsons Capital Management Inc
DECREASED
Shares55,061 from 60,251
Change-5,190 (-9%)
Value$1.4M (-$199.9K)
Filed 2026-10-28
Lodestar Private Asset Management LLC
NEW
Shares54,575
Change+54,575
Value$1.4M
Filed 2026-10-26
S&A Financial Services, Inc.
DECREASED
Shares52,962 from 54,851
Change-1,889 (-3%)
Value$1.3M (-$110.0K)
Filed 2026-11-03
First Heartland Consultants, Inc.
DECREASED
Shares52,777 from 889,771
Change-836,994 (-94%)
Value$1.3M (-$22.3M)
Filed 2026-10-08
Titleist Asset Management, LLC
INCREASED
Shares52,104 from 46,538
Change+5,566 (+12%)
Value$1.3M (+$88.8K)
Filed 2026-10-08
Tectonic Advisors LLC
INCREASED
Shares50,897 from 43,642
Change+7,255 (+17%)
Value$1.3M (+$134.9K)
Filed 2026-10-22
Apella Capital, LLC
DECREASED
Shares50,897 from 52,458
Change-1,561 (-3%)
Value$1.3M (-$93.5K)
Filed 2026-10-08
TD Waterhouse Canada Inc.
INCREASED
Shares50,215 from 49,029
Change+1,186 (+2%)
Value$1.3M (-$21.9K)
Filed 2026-10-16
Kestra Private Wealth Services, LLC
DECREASED
Shares49,566 from 68,725
Change-19,159 (-28%)
Value$1.3M (-$564.1K)
Filed 2026-10-30
WestHill Financial Advisors, Inc.
INCREASED
Shares49,117 from 44,051
Change+5,066 (+12%)
Value$1.2M (+$78.8K)
Filed 2026-10-14
Patten Group, Inc.
NEW
Shares49,094
Change+49,094
Value$1.2M
Filed 2026-10-26
Sanchez Wealth Management Group
DECREASED
Shares48,546 from 962,189
Change-913,643 (-95%)
Value$1.2M (-$24.3M)
Filed 2026-11-02
Cyndeo Wealth Partners, LLC
NEW
Shares48,453
Change+48,453
Value$1.2M
Filed 2026-10-16
Orba Wealth Advisors, L.L.C.
DECREASED
Shares48,115 from 49,966
Change-1,851 (-4%)
Value$1.2M (-$103.5K)
Filed 2026-10-23
Buck Wealth Strategies, LLC
INCREASED
Shares47,922 from 46,410
Change+1,512 (+3%)
Value$1.2M (-$14.0K)
Filed 2026-10-28
Beacon Financial Advisory LLC
DECREASED
Shares45,598 from 101,477
Change-55,879 (-55%)
Value$1.2M (-$1.5M)
Filed 2026-10-16
Integrity Wealth Advisors, Inc.
NEW
Shares44,869
Change+44,869
Value$1.1M
Filed 2026-10-29
Omnitrust Wealth Management, Inc
NEW
Shares44,523
Change+44,523
Value$1.1M
Filed 2026-11-02
Lodestone Wealth Management LLC
DECREASED
Shares43,912 from 44,077
Change-165 (0%)
Value$1.1M (-$54.0K)
Filed 2026-10-14
Kercheville Advisors, LLC
DECREASED
Shares43,130 from 57,030
Change-13,900 (-24%)
Value$1.1M (-$417.4K)
Filed 2026-10-19
Ballew Advisors, Inc
INCREASED
Shares42,150 from 10,986
Change+31,164 (+284%)
Value$1.1M (+$773.1K)
Filed 2026-10-05
Roger Wittlin Investment Advisory, LLC
INCREASED
Shares41,579 from 40,920
Change+659 (+2%)
Value$1.1M (-$29.5K)
Filed 2026-10-19
Peterson Wealth Advisors, LLC
INCREASED
Shares40,935 from 35,791
Change+5,144 (+14%)
Value$1.0M (+$90.1K)
Filed 2026-10-08
CGN Advisors LLC
NEW
Shares40,293
Change+40,293
Value$1.0M
Filed 2026-10-21
XY Planning Network, Inc.
INCREASED
Shares38,733 from 28,999
Change+9,734 (+34%)
Value$983.4K (+$214.4K)
Filed 2026-10-14
Citizens Financial Group Inc
NEW
Shares38,240
Change+38,240
Value$970.9K
Filed 2026-10-23
Gallacher Capital Management LLC
DECREASED
Shares38,083 from 41,658
Change-3,575 (-9%)
Value$966.9K (-$137.8K)
Filed 2026-10-30
Winthrop Advisory Group LLC
INCREASED
Shares37,683 from 23,530
Change+14,153 (+60%)
Value$956.8K (+$332.8K)
Filed 2026-10-22
Redhawk Wealth Advisors, Inc.
DECREASED
Shares37,574 from 261,211
Change-223,637 (-86%)
Value$954.0K (-$6.0M)
Filed 2026-10-14
Sendero Wealth Management, LLC
NEW
Shares37,507
Change+37,507
Value$952.3K
Filed 2026-10-14
Balentine LLC
NEW
Shares36,717
Change+36,717
Value$932.2K
Filed 2026-11-03
Lionsbridge Wealth Management LLC
DECREASED
Shares36,625 from 38,368
Change-1,743 (-5%)
Value$929.9K (-$87.6K)
Filed 2026-10-26
Resonant Capital Advisors, LLC
NEW
Shares36,425
Change+36,425
Value$924.8K
Filed 2026-10-15
Axxcess Wealth Management, LLC
INCREASED
Shares36,308 from 33,397
Change+2,911 (+9%)
Value$921.9K (+$36.2K)
Filed 2026-10-21
HBW Advisory Services LLC
DECREASED
Shares35,129 from 41,642
Change-6,513 (-16%)
Value$891.9K (-$212.4K)
Filed 2026-10-15
Private Trust Co NA
DECREASED
Shares34,669 from 37,111
Change-2,442 (-7%)
Value$880.2K (-$103.9K)
Filed 2026-10-20
Curated Wealth Partners LLC
NEW
Shares33,807
Change+33,807
Value$858.4K
Filed 2026-10-15
Essex Bank
UNCHANGED
Shares33,776 from 33,776
Change0 (0%)
Value$857.2K (-$38.5K)
Filed 2026-10-16
Financial Insights, Inc.
INCREASED
Shares33,478 from 30,632
Change+2,846 (+9%)
Value$850.0K (+$37.6K)
Filed 2026-10-27
Silverlake Wealth Management LLC
INCREASED
Shares32,040 from 31,066
Change+974 (+3%)
Value$813.5K (-$10.4K)
Filed 2026-10-21
Flagship Wealth Advisors, LLC
DECREASED
Shares31,264 from 36,814
Change-5,550 (-15%)
Value$793.8K (-$182.5K)
Filed 2026-11-03
Latitude Advisors, LLC
INCREASED
Shares30,881 from 30,549
Change+332 (+1%)
Value$784.1K (-$26.1K)
Filed 2026-10-27
Oppenheimer & Co Inc
INCREASED
Shares30,304 from 14,258
Change+16,046 (+113%)
Value$769.4K (+$391.3K)
Filed 2026-10-26
Register Financial Advisors LLC
INCREASED
Shares30,162 from 18,957
Change+11,205 (+59%)
Value$765.8K (+$263.1K)
Filed 2026-10-23
4Wealth Advisors, Inc.
INCREASED
Shares29,745 from 22,295
Change+7,450 (+33%)
Value$755.8K (+$163.0K)
Filed 2026-10-13
Cornerstone Wealth Management, LLC
INCREASED
Shares28,430 from 27,274
Change+1,156 (+4%)
Value$721.8K (-$1.5K)
Filed 2026-11-04
Roof Eidam Maycock Peralta, LLC
DECREASED
Shares28,254 from 31,315
Change-3,061 (-10%)
Value$717.4K (-$113.1K)
Filed 2026-10-15
Lloyd Advisory Services, Llc.
INCREASED
Shares28,247 from 27,169
Change+1,078 (+4%)
Value$717.2K (-$3.3K)
Filed 2026-11-02
Boomfish Wealth Group, LLC
INCREASED
Shares27,872 from 12,068
Change+15,804 (+131%)
Value$707.7K (+$387.6K)
Filed 2026-10-22
Jessup Wealth Management, Inc
INCREASED
Shares27,600 from 27,585
Change+15 (+0%)
Value$700.8K (-$30.8K)
Filed 2026-10-20
Independent Wealth Network Inc.
INCREASED
Shares27,363 from 19,296
Change+8,067 (+42%)
Value$694.8K (+$183.0K)
Filed 2026-10-19
Emergent Wealth Advisors, LLC
INCREASED
Shares27,289 from 27,062
Change+227 (+1%)
Value$692.9K (-$24.8K)
Filed 2026-10-09
Symphony Financial, Ltd. Co.
INCREASED
Shares25,783 from 23,472
Change+2,311 (+10%)
Value$655.8K (+$31.9K)
Filed 2026-10-22
Richard P Slaughter Associates Inc
DECREASED
Shares25,712 from 27,765
Change-2,053 (-7%)
Value$652.8K (-$83.5K)
Filed 2026-10-13
Essential Investment Partners LLC
DECREASED
Shares25,430 from 28,110
Change-2,680 (-10%)
Value$645.7K (-$99.8K)
Filed 2026-10-27
Concord Wealth Partners
DECREASED
Shares25,427 from 26,181
Change-754 (-3%)
Value$645.6K (-$48.7K)
Filed 2026-11-02
McKinley Carter Wealth Services, Inc.
DECREASED
Shares25,377 from 26,256
Change-879 (-3%)
Value$644.3K (-$52.0K)
Filed 2026-10-16
LightSquare Wealth Management, LLC
NEW
Shares25,131
Change+25,131
Value$638.1K
Filed 2026-11-03
Simon Quick Advisors, LLC
INCREASED
Shares25,044 from 24,647
Change+397 (+2%)
Value$635.9K (-$17.8K)
Filed 2026-10-26
Argyle Capital Partners, LLC
DECREASED
Shares24,998 from 26,663
Change-1,665 (-6%)
Value$634.7K (-$72.4K)
Filed 2026-10-23
Boyer Financial Services, Inc.
NEW
Shares24,757
Change+24,757
Value$628.6K
Filed 2026-10-23
Choreo, LLC
INCREASED
Shares24,540 from 24,389
Change+151 (+1%)
Value$623.1K (-$23.7K)
Filed 2026-10-28
MSH Capital Advisors LLC
UNCHANGED
Shares24,369 from 24,369
Change0 (0%)
Value$618.7K (-$27.5K)
Filed 2026-11-03
Strategic Blueprint, LLC
DECREASED
Shares23,948 from 27,374
Change-3,426 (-13%)
Value$608.0K (-$117.9K)
Filed 2026-10-22
StoneX Group Inc.
DECREASED
Shares23,945 from 24,283
Change-338 (-1%)
Value$611.4K (-$33.0K)
Filed 2026-11-03
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares23,637 from 23,752
Change-115 (0%)
Value$600.1K (-$29.8K)
Filed 2026-10-14
Clarity Asset Management, Inc.
INCREASED
Shares23,260 from 22,820
Change+440 (+2%)
Value$590.6K (-$14.6K)
Filed 2026-10-14
Beacon Capital Management, LLC
DECREASED
Shares22,869 from 32,710
Change-9,841 (-30%)
Value$580.6K (-$286.8K)
Filed 2026-10-23
Decision Investments, Inc
UNCHANGED
Shares22,640 from 22,640
Change0 (0%)
Value$574.8K (-$25.6K)
Filed 2026-10-07
Schmidt P J Investment Management Inc
INCREASED
Shares22,571 from 17,214
Change+5,357 (+31%)
Value$573.1K (+$116.6K)
Filed 2026-11-02
Stillwater Wealth Management Group
INCREASED
Shares22,095 from 13,100
Change+8,995 (+69%)
Value$561.0K (+$213.6K)
Filed 2026-10-21
Centurion Wealth Management LLC
NEW
Shares21,939
Change+21,939
Value$557.0K
Filed 2026-10-13
Stage Harbor Financial, LLC
INCREASED
Shares21,135 from 21,124
Change+11 (+0%)
Value$536.6K (-$23.6K)
Filed 2026-11-03
Nations Financial Group Inc,
INCREASED
Shares21,012 from 14,286
Change+6,726 (+47%)
Value$533.5K (+$154.6K)
Filed 2026-11-05
United Advisor Group, LLC
INCREASED
Shares20,253 from 12,967
Change+7,286 (+56%)
Value$514.2K (+$170.3K)
Filed 2026-11-03
Summa Corp.
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$507.8K (-$22.6K)
Filed 2026-10-30
Colton Groome Financial Advisors, LLC
DECREASED
Shares19,855 from 20,030
Change-175 (-1%)
Value$504.1K (-$27.1K)
Filed 2026-10-06
LiftPoint Family Wealth Advisors LLC
DECREASED
Shares19,716 from 22,600
Change-2,884 (-13%)
Value$500.6K (-$98.8K)
Filed 2026-11-03
Capital Investment Advisory Services, LLC
INCREASED
Shares19,558 from 15,187
Change+4,371 (+29%)
Value$496.6K (+$93.8K)
Filed 2026-10-30
ACT Advisors, Llc.
INCREASED
Shares19,466 from 17,398
Change+2,068 (+12%)
Value$494.2K (+$32.8K)
Filed 2026-10-15
Birchwood Financial Partners, Inc.
INCREASED
Shares19,096 from 11,079
Change+8,017 (+72%)
Value$484.9K (+$191.0K)
Filed 2026-11-02
Sound Income Strategies, LLC
DECREASED
Shares18,875 from 42,981
Change-24,106 (-56%)
Value$479.2K (-$660.6K)
Filed 2026-10-09
Nicholas Hoffman & Company, Llc.
UNCHANGED
Shares18,712 from 18,712
Change0 (0%)
Value$475.1K (-$21.1K)
Filed 2026-10-30
First Bank & Trust
NEW
Shares18,177
Change+18,177
Value$461.5K
Filed 2026-10-19
Horizon Wealth Management, LLC
DECREASED
Shares17,649 from 18,819
Change-1,170 (-6%)
Value$448.1K (-$51.0K)
Filed 2026-11-02
Bison Wealth, LLC
UNCHANGED
Shares17,592 from 17,592
Change0 (0%)
Value$446.7K (-$17.9K)
Filed 2026-10-13
Fortitude Financial, LLC
NEW
Shares17,506
Change+17,506
Value$444.5K
Filed 2026-10-19
Tempus Wealth Planning, LLC
INCREASED
Shares17,159 from 13,998
Change+3,161 (+23%)
Value$435.7K (+$64.4K)
Filed 2026-10-14
Elevated Capital Advisors, LLC
DECREASED
Shares16,873 from 120,324
Change-103,451 (-86%)
Value$428.4K (-$2.8M)
Filed 2026-11-04
Wedbush Securities Inc
INCREASED
Shares16,860 from 15,343
Change+1,517 (+10%)
Value$428 (-$406.6K)
Filed 2026-10-22
Park Avenue Securities LLC
NEW
Shares16,848
Change+16,848
Value$428
Filed 2026-10-26
New Wave Wealth Advisors LLC
DECREASED
Shares16,810 from 43,118
Change-26,308 (-61%)
Value$427.0K (-$716.5K)
Filed 2026-10-19
Sowa Financial Group, Inc.
INCREASED
Shares16,590 from 13,844
Change+2,746 (+20%)
Value$421 (-$366.6K)
Filed 2026-10-26
M Holdings Securities, Inc.
DECREASED
Shares16,207 from 39,820
Change-23,613 (-59%)
Value$412 (-$1.1M)
Filed 2026-11-03
JSF Financial, LLC
NEW
Shares16,135
Change+16,135
Value$409.7K
Filed 2026-10-22
First Hawaiian Bank
NEW
Shares15,951
Change+15,951
Value$405.0K
Filed 2026-10-14
Financial Synergies Wealth Advisors, Inc.
DECREASED
Shares15,705 from 16,413
Change-708 (-4%)
Value$398.8K (-$36.5K)
Filed 2026-10-16
Summit Wealth Group LLC / Co
DECREASED
Shares14,677 from 41,414
Change-26,737 (-65%)
Value$372.7K (-$725.6K)
Filed 2026-10-29
Focus Financial Network, Inc.
DECREASED
Shares14,189 from 14,228
Change-39 (0%)
Value$360.2K (-$17.1K)
Filed 2026-10-14
Moneco Advisors, LLC
INCREASED
Shares14,036 from 12,412
Change+1,624 (+13%)
Value$356.4K (+$27.2K)
Filed 2026-11-05
Anchor Capital Advisors LLC
INCREASED
Shares14,004 from 10,490
Change+3,514 (+34%)
Value$355.6K (+$77.4K)
Filed 2026-11-05
Nautilus Advisors LLC
DECREASED
Shares13,514 from 22,672
Change-9,158 (-40%)
Value$343.1K (-$253.1K)
Filed 2026-10-07
Equitable Trust Co
UNCHANGED
Shares13,235 from 13,235
Change0 (0%)
Value$336.0K (-$15.0K)
Filed 2026-10-13
MBA Advisors LLC
INCREASED
Shares12,875 from 10,665
Change+2,210 (+21%)
Value$326.9K (+$44.1K)
Filed 2026-10-29
Diversified Portfolios, Inc.
DECREASED
Shares12,632 from 17,432
Change-4,800 (-28%)
Value$320.7K (-$141.6K)
Filed 2026-11-04
Wespac Advisors, LLC
DECREASED
Shares12,505 from 50,169
Change-37,664 (-75%)
Value$317.5K (-$1.0M)
Filed 2026-10-26
E6 Portfolios, LLC
DECREASED
Shares12,093 from 17,545
Change-5,452 (-31%)
Value$307.0K (-$158.3K)
Filed 2026-10-26
Oak Grove Capital LLC
INCREASED
Shares12,000 from 9,500
Change+2,500 (+26%)
Value$304.7K (+$52.7K)
Filed 2026-10-09
Planning Strategies Inc.
DECREASED
Shares11,948 from 13,911
Change-1,963 (-14%)
Value$303.4K (-$65.6K)
Filed 2026-10-02
William John Sempolinski
DECREASED
Shares11,900 from 25,500
Change-13,600 (-53%)
Value$302.1K (-$374.1K)
Filed 2026-10-20
Avantax Planning Partners, Inc.
INCREASED
Shares11,882 from 9,522
Change+2,360 (+25%)
Value$301.7K (+$49.2K)
Filed 2026-11-03
US Bancorp \de\
INCREASED
Shares11,500 from 3,548
Change+7,952 (+224%)
Value$292.0K (+$197.9K)
Filed 2026-11-05
Narus Financial Partners, LLC
INCREASED
Shares11,256 from 9,350
Change+1,906 (+20%)
Value$285.8K (+$37.8K)
Filed 2026-10-19
PCA Investment Advisory Services Inc.
NEW
Shares11,108
Change+11,108
Value$282.0K
Filed 2026-10-13
Clear Point Advisors Inc.
NEW
Shares10,885
Change+10,885
Value$276.4K
Filed 2026-10-30
Raleigh Capital Management Inc.
INCREASED
Shares10,882 from 10,717
Change+165 (+2%)
Value$276.3K (-$7.9K)
Filed 2026-10-28
Root Financial Partners, LLC
NEW
Shares10,701
Change+10,701
Value$271.7K
Filed 2026-10-21
Magnus Financial Group LLC
NEW
Shares10,253
Change+10,253
Value$260.3K
Filed 2026-10-21
Legacy Capital Wealth Partners, LLC
INCREASED
Shares10,116 from 8,708
Change+1,408 (+16%)
Value$256.9K (+$25.9K)
Filed 2026-10-21
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares9,957 from 10,329
Change-372 (-4%)
Value$252.8K (-$21.1K)
Filed 2026-10-14
Goldstein Advisors, LLC
INCREASED
Shares9,941 from 9,732
Change+209 (+2%)
Value$252.4K (-$5.7K)
Filed 2026-10-15
Sovran Advisors, LLC
DECREASED
Shares9,595 from 9,715
Change-120 (-1%)
Value$245.8K (-$8.2K)
Filed 2026-11-02
Crescent Grove Advisors, LLC
NEW
Shares9,528
Change+9,528
Value$241.9K
Filed 2026-10-21
Acorn Wealth Advisors, LLC
DECREASED
Shares9,380 from 9,539
Change-159 (-2%)
Value$238.2K (-$14.8K)
Filed 2026-10-19
Lido Advisors, LLC
UNCHANGED
Shares9,308 from 9,308
Change0 (0%)
Value$236.3K (-$10.5K)
Filed 2026-11-04
Kingswood Wealth Advisors, LLC
NEW
Shares8,722
Change+8,722
Value$221.5K
Filed 2026-10-23
Clear Creek Financial Management, LLC
DECREASED
Shares8,690 from 12,934
Change-4,244 (-33%)
Value$220.6K (-$122.4K)
Filed 2026-10-28
SFG Wealth Management, Llc.
DECREASED
Shares8,670 from 56,554
Change-47,884 (-85%)
Value$220.1K (-$1.3M)
Filed 2026-10-23
Aegis Wealth Management, Inc.
NEW
Shares8,645
Change+8,645
Value$219.5K
Filed 2026-10-26
Verus Capital Partners, LLC
DECREASED
Shares8,234 from 8,339
Change-105 (-1%)
Value$209.1K (-$12.1K)
Filed 2026-11-03
Westside Investment Management, Inc.
INCREASED
Shares8,135 from 1,250
Change+6,885 (+551%)
Value$206.5K (+$173.4K)
Filed 2026-11-02
Next Level Wealth Planning, LLC
NEW
Shares7,554
Change+7,554
Value$191.8K
Filed 2026-10-29
Cape Investment Advisory, Inc.
DECREASED
Shares7,472 from 8,372
Change-900 (-11%)
Value$189.7K (-$32.3K)
Filed 2026-10-13
Lanark Financial, Inc.
INCREASED
Shares7,068 from 6,282
Change+786 (+13%)
Value$179.5K (+$12.9K)
Filed 2026-10-26
MidAtlantic Capital Management, Inc.
DECREASED
Shares6,813 from 12,455
Change-5,642 (-45%)
Value$173.0K (-$157.3K)
Filed 2026-11-05
William Mack & Associates, Inc.
DECREASED
Shares6,790 from 19,238
Change-12,448 (-65%)
Value$172.4K (-$337.8K)
Filed 2026-10-27
Compass Financial Management LLC
DECREASED
Shares6,458 from 8,676
Change-2,218 (-26%)
Value$164.0K (-$64.2K)
Filed 2026-10-30
Clayton Financial Group LLC
DECREASED
Shares6,450 from 7,680
Change-1,230 (-16%)
Value$163.8K (-$39.9K)
Filed 2026-10-13
AlphaCore Capital LLC
NEW
Shares5,911
Change+5,911
Value$150.1K
Filed 2026-11-04
Cedar Mountain Advisors, LLC
INCREASED
Shares5,317 from 1,445
Change+3,872 (+268%)
Value$135.0K (+$96.7K)
Filed 2026-10-15
Cranbrook Wealth Management, LLC
UNCHANGED
Shares4,832 from 4,832
Change0 (0%)
Value$122.7K (-$5.5K)
Filed 2026-10-28
Brown, Lisle Ings, Inc.
NEW
Shares4,500
Change+4,500
Value$114.3K
Filed 2026-10-16
Signature Equity Partners, LLC
DECREASED
Shares4,163 from 4,506
Change-343 (-8%)
Value$105.7K (-$13.8K)
Filed 2026-10-29
JFS Wealth Advisors, LLC
UNCHANGED
Shares3,794 from 3,794
Change0 (0%)
Value$96.3K (-$4.3K)
Filed 2026-11-03
Tounjian Advisory Partners, LLC
DECREASED
Shares3,244 from 3,378
Change-134 (-4%)
Value$82.4K (-$7.2K)
Filed 2026-11-04
Eastern Bank
UNCHANGED
Shares2,511 from 2,511
Change0 (0%)
Value$63.8K (-$2.8K)
Filed 2026-10-05
IFP Advisors, Inc
DECREASED
Shares2,291 from 35,073
Change-32,782 (-93%)
Value$58.2K (-$872.0K)
Filed 2026-10-16
MTM Investment Management, LLC
UNCHANGED
Shares2,265 from 2,265
Change0 (0%)
Value$57.5K (-$2.6K)
Filed 2026-10-30
RHL Group, LLC
INCREASED
Shares1,946 from 769
Change+1,177 (+153%)
Value$49.4K (+$28.7K)
Filed 2026-11-04
Essential Partners LLC
UNCHANGED
Shares1,889 from 1,889
Change0 (0%)
Value$48.0K (-$2.1K)
Filed 2026-10-14
Quest 10 Wealth Builders, Inc.
DECREASED
Shares1,873 from 1,890
Change-17 (-1%)
Value$47.6K (-$2.6K)
Filed 2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares1,777 from 28,761
Change-26,984 (-94%)
Value$45.1K (-$717.7K)
Filed 2026-10-14
StrongBox Wealth, LLC
UNCHANGED
Shares1,515 from 1,515
Change0 (0%)
Value$38.5K (-$1.7K)
Filed 2026-11-02
Kelleher Financial Advisors
NEW
Shares1,377
Change+1,377
Value$35.0K
Filed 2026-10-30
Manchester Capital Management LLC
UNCHANGED
Shares1,357 from 1,357
Change0 (0%)
Value$34.5K (-$1.5K)
Filed 2026-10-22
Mather Group, Llc.
UNCHANGED
Shares1,177 from 1,177
Change0 (0%)
Value$29.9K (-$1.3K)
Filed 2026-10-14
Global Trust Asset Management, LLC
UNCHANGED
Shares1,134 from 1,134
Change0 (0%)
Value$28.8K (-$1.3K)
Filed 2026-10-19
Networth Advisors, LLC
DECREASED
Shares1,117 from 1,149
Change-32 (-3%)
Value$28.4K (-$2.1K)
Filed 2026-11-03
Allspring Global Investments Holdings, LLC
NEW
Shares936
Change+936
Value$23.7K
Filed 2026-11-04
Kingdom Financial Group Llc.
DECREASED
Shares826 from 975
Change-149 (-15%)
Value$21.0K (-$4.9K)
Filed 2026-11-04
Owl Creek Wealth Partners LLC
INCREASED
Shares690 from 679
Change+11 (+2%)
Value$17.5K (-$490)
Filed 2026-10-20
Hazlett, Burt & Watson, Inc.
INCREASED
Shares653 from 643
Change+10 (+2%)
Value$17 (-$17.0K)
Filed 2026-11-04
Reicon Wealth Advisors, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$12.7K (-$565)
Filed 2026-11-04
Assetmark, Inc
INCREASED
Shares491 from 98
Change+393 (+401%)
Value$12.5K (+$9.9K)
Filed 2026-10-21
Provenance Wealth Advisors, LLC
NEW
Shares473
Change+473
Value$12.0K
Filed 2026-10-30
Key Capital Management, Inc
DECREASED
Shares364 from 368
Change-4 (-1%)
Value$9.2K (-$517)
Filed 2026-11-03
Nova Financial LLC
NEW
Shares286
Change+286
Value$7.3K
Filed 2026-11-04
Fairway Wealth LLC
NEW
Shares149
Change+149
Value$3.8K
Filed 2026-10-30
Financial Network Wealth Advisors LLC
NEW
Shares142
Change+142
Value$3.6K
Filed 2026-10-28
Morton Brown Family Wealth, LLC
NEW
Shares140
Change+140
Value$3.6K
Filed 2026-10-23
Olistico Wealth, LLC
NEW
Shares120
Change+120
Value$3.0K
Filed 2026-10-05
Montgomery Financial Services LLC
DECREASED
Shares119 from 126
Change-7 (-6%)
Value$3.0K (-$321)
Filed 2026-11-03
Signaturefd, LLC
NEW
Shares101
Change+101
Value$2.6K
Filed 2026-10-23
High Point Wealth Management, LLC
NEW
Shares95
Change+95
Value$2.4K
Filed 2026-11-05
Wolff Wiese Magana LLC
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$1.7K (-$75)
Filed 2026-10-15
TD Private Client Wealth LLC
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$1.7K (-$74)
Filed 2026-10-28
Evolution Wealth Management Inc.
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$1.5K (-$67)
Filed 2026-10-28
Fortitude Family Office, LLC
INCREASED
Shares53 from 52
Change+1 (+2%)
Value$1.3K (-$33)
Filed 2026-10-14
Powell Investment Advisors, LLC
UNCHANGED
Shares48 from 48
Change0 (0%)
Value$1.2K (-$54)
Filed 2026-10-22
Silver Grove Financial Group, Inc.
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$1.1K (-$48)
Filed 2026-11-05
Versant Capital Management, Inc
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$1.1K (-$48)
Filed 2026-10-02
Citigroup Inc
NEW
Shares37
Change+37
Value$939
Filed 2026-11-04
Gamma Investing LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$508 (-$22)
Filed 2026-10-08
Prairie Wealth Advisors, Inc.
NEW
Shares0
Change0
Value$1.3M
Filed 2026-10-29
Ocean Park Asset Management, LLC
CLOSED
Shares0 from 3,280,700
Change-3,280,700 (-100%)
Value$0 (-$87.0M)
Filed 2026-10-21
Brick & Kyle, Associates
CLOSED
Shares0 from 321,772
Change-321,772 (-100%)
Value$0 (-$8.4M)
Filed 2026-11-05
OmniStar Financial Group, Inc.
CLOSED
Shares0 from 180,282
Change-180,282 (-100%)
Value$0 (-$4.8M)
Filed 2026-10-26
Providence First Trust Co
CLOSED
Shares0 from 59,980
Change-59,980 (-100%)
Value$0 (-$1.6M)
Filed 2026-11-02
Arbor Capital Management Inc
CLOSED
Shares0 from 49,386
Change-49,386 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-21
Objective Capital Management, LLC
CLOSED
Shares0 from 29,101
Change-29,101 (-100%)
Value$0 (-$771.8K)
Filed 2026-10-13
HB Wealth Management, LLC
CLOSED
Shares0 from 28,621
Change-28,621 (-100%)
Value$0 (-$759.0K)
Filed 2026-10-23
Triad Wealth Partners, LLC
CLOSED
Shares0 from 26,274
Change-26,274 (-100%)
Value$0 (-$684.4K)
Filed 2026-10-26
Compound Planning, Inc.
CLOSED
Shares0 from 26,021
Change-26,021 (-100%)
Value$0 (-$690.1K)
Filed 2026-11-05
Regions Financial Corp
CLOSED
Shares0 from 16,042
Change-16,042 (-100%)
Value$0 (-$425.4K)
Filed 2026-11-05
Thayer Financial, L.L.C.
CLOSED
Shares0 from 14,878
Change-14,878 (-100%)
Value$0 (-$394.6K)
Filed 2026-10-21
Crown Wealth Group, LLC
CLOSED
Shares0 from 14,517
Change-14,517 (-100%)
Value$0 (-$385.0K)
Filed 2026-10-19
Benedict Financial Advisors Inc
CLOSED
Shares0 from 11,945
Change-11,945 (-100%)
Value$0 (-$316.8K)
Filed 2026-10-07
Chicago Partners Investment Group LLC
CLOSED
Shares0 from 10,802
Change-10,802 (-100%)
Value$0 (-$281.8K)
Filed 2026-10-27
Retireful, LLC
CLOSED
Shares0 from 9,801
Change-9,801 (-100%)
Value$0 (-$259.9K)
Filed 2026-10-09
XML Financial, LLC
CLOSED
Shares0 from 8,985
Change-8,985 (-100%)
Value$0 (-$238.3K)
Filed 2026-10-29
Scarborough Advisors, LLC
CLOSED
Shares0 from 8,822
Change-8,822 (-100%)
Value$0 (-$233.1K)
Filed 2026-10-16
Howard Bailey Securities, LLC
CLOSED
Shares0 from 8,533
Change-8,533 (-100%)
Value$0 (-$226.3K)
Filed 2026-10-27
PW Nova Financial Services LLC
CLOSED
Shares0 from 7,800
Change-7,800 (-100%)
Value$0 (-$206.9K)
Filed 2026-10-15
Ferguson Shapiro LLC
CLOSED
Shares0 from 7,622
Change-7,622 (-100%)
Value$0 (-$202.1K)
Filed 2026-10-16
GFS Advisors, LLC
CLOSED
Shares0 from 7,375
Change-7,375 (-100%)
Value$0 (-$476.5K)
Filed 2026-11-03
Cullen T Bankers, Inc.
CLOSED
Shares0 from 3,037
Change-3,037 (-100%)
Value$0 (-$80.5K)
Filed 2026-10-28
Centerpoint Advisors, LLC
CLOSED
Shares0 from 2,794
Change-2,794 (-100%)
Value$0 (-$74.0K)
Filed 2026-11-05
International Assets Investment Management, LLC
CLOSED
Shares0 from 2,571
Change-2,571 (-100%)
Value$0 (-$67.7K)
Filed 2026-11-02
SYM Financial Corp
CLOSED
Shares0 from 1,474
Change-1,474 (-100%)
Value$0 (-$39.1K)
Filed 2026-10-26
GHP Investment Advisors, Inc.
CLOSED
Shares0 from 854
Change-854 (-100%)
Value$0 (-$22.6K)
Filed 2026-10-15
Pacifica Partners Inc.
CLOSED
Shares0 from 743
Change-743 (-100%)
Value$0 (-$19.6K)
Filed 2026-10-09
Physician Wealth Advisors, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 (-$1)
Filed 2026-10-20
Bank of America Corp
N/A
Shares— from 25,058,752
Change-25,058,752 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 23,403,799
Change-23,403,799 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 23,231,202
Change-23,231,202 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 21,366,025
Change-21,366,025 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 13,551,778
Change-13,551,778 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 12,401,335
Change-12,401,335 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 11,494,387
Change-11,494,387 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 9,859,536
Change-9,859,536 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 7,947,837
Change-7,947,837 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 7,572,736
Change-7,572,736 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 7,451,681
Change-7,451,681 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 7,290,629
Change-7,290,629 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 6,448,357
Change-6,448,357 (-100%)
Value—
UBS Group AG
N/A
Shares— from 5,611,008
Change-5,611,008 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 5,410,406
Change-5,410,406 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 5,161,831
Change-5,161,831 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 4,417,609
Change-4,417,609 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 4,271,419
Change-4,271,419 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 4,138,380
Change-4,138,380 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 4,039,522
Change-4,039,522 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 3,639,240
Change-3,639,240 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 3,351,391
Change-3,351,391 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 3,289,695
Change-3,289,695 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,176,022
Change-3,176,022 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,168,820
Change-3,168,820 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 2,847,673
Change-2,847,673 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 2,780,125
Change-2,780,125 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 2,550,369
Change-2,550,369 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 2,529,761
Change-2,529,761 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 1,895,527
Change-1,895,527 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 1,884,416
Change-1,884,416 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,882,771
Change-1,882,771 (-100%)
Value—
RiverFront Investment Group, LLC
N/A
Shares— from 1,874,759
Change-1,874,759 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 1,847,265
Change-1,847,265 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 1,813,823
Change-1,813,823 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 1,809,414
Change-1,809,414 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 1,806,183
Change-1,806,183 (-100%)
Value—
Kensington Asset Management, LLC
N/A
Shares— from 1,740,431
Change-1,740,431 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 1,718,818
Change-1,718,818 (-100%)
Value—
Sunflower Bank, N.A.
N/A
Shares— from 1,702,327
Change-1,702,327 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 1,697,605
Change-1,697,605 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,607,750
Change-1,607,750 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 1,545,743
Change-1,545,743 (-100%)
Value—
Crestmont Private Wealth LLC
N/A
Shares— from 1,336,497
Change-1,336,497 (-100%)
Value—
Sheridan Capital Management, LLC
N/A
Shares— from 1,335,771
Change-1,335,771 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 1,291,743
Change-1,291,743 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1,230,054
Change-1,230,054 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 1,224,956
Change-1,224,956 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 1,201,920
Change-1,201,920 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 1,164,979
Change-1,164,979 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 1,143,208
Change-1,143,208 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 1,036,295
Change-1,036,295 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 998,121
Change-998,121 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 944,426
Change-944,426 (-100%)
Value—
Members Advisory Group LLC
N/A
Shares— from 909,360
Change-909,360 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 880,493
Change-880,493 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 864,767
Change-864,767 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 861,435
Change-861,435 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 848,600
Change-848,600 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 836,433
Change-836,433 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 770,116
Change-770,116 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 744,439
Change-744,439 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 739,391
Change-739,391 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 717,840
Change-717,840 (-100%)
Value—
EQ Wealth Advisors, LLC
N/A
Shares— from 710,027
Change-710,027 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 706,989
Change-706,989 (-100%)
Value—
Pinnacle Wealth Management, LLC
N/A
Shares— from 695,219
Change-695,219 (-100%)
Value—
Beta Wealth Group, Inc.
N/A
Shares— from 691,099
Change-691,099 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 667,152
Change-667,152 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 611,946
Change-611,946 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 607,691
Change-607,691 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 578,797
Change-578,797 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 558,957
Change-558,957 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 555,131
Change-555,131 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 491,098
Change-491,098 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 489,951
Change-489,951 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 489,335
Change-489,335 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 461,330
Change-461,330 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 451,206
Change-451,206 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 444,116
Change-444,116 (-100%)
Value—
Optimus Capital Advisors, LLC
N/A
Shares— from 433,159
Change-433,159 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 431,764
Change-431,764 (-100%)
Value—
LHM, Inc.
N/A
Shares— from 412,593
Change-412,593 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 401,260
Change-401,260 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 396,619
Change-396,619 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 380,100
Change-380,100 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 374,816
Change-374,816 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 371,308
Change-371,308 (-100%)
Value—
J Hagan Capital, Inc.
N/A
Shares— from 369,804
Change-369,804 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 364,987
Change-364,987 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 363,816
Change-363,816 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 363,294
Change-363,294 (-100%)
Value—
Alexis Investment Partners, LLC
N/A
Shares— from 362,977
Change-362,977 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 353,346
Change-353,346 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 344,308
Change-344,308 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 343,523
Change-343,523 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 341,376
Change-341,376 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 336,206
Change-336,206 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 334,517
Change-334,517 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 327,937
Change-327,937 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 318,727
Change-318,727 (-100%)
Value—
&partners
N/A
Shares— from 311,937
Change-311,937 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 307,572
Change-307,572 (-100%)
Value—
ODonnell Financial Services, LLC
N/A
Shares— from 295,750
Change-295,750 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 294,792
Change-294,792 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 286,937
Change-286,937 (-100%)
Value—
Coastal Bridge Advisors, LLC
N/A
Shares— from 286,156
Change-286,156 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 282,691
Change-282,691 (-100%)
Value—
Argo Wealth Advisory, LLC
N/A
Shares— from 282,413
Change-282,413 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 273,513
Change-273,513 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 272,041
Change-272,041 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 271,562
Change-271,562 (-100%)
Value—
J. Mark Nickell & Co.
N/A
Shares— from 271,036
Change-271,036 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 266,935
Change-266,935 (-100%)
Value—
Eldridge Investment Advisors, Inc.
N/A
Shares— from 264,586
Change-264,586 (-100%)
Value—
Sharpepoint LLC
N/A
Shares— from 264,513
Change-264,513 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 263,002
Change-263,002 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 260,520
Change-260,520 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 254,684
Change-254,684 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 249,054
Change-249,054 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 247,423
Change-247,423 (-100%)
Value—
Oak Wealth Advisors LLC
N/A
Shares— from 240,569
Change-240,569 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 232,941
Change-232,941 (-100%)
Value—
Vermillion & White Wealth Management Group, LLC
N/A
Shares— from 231,757
Change-231,757 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 230,160
Change-230,160 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 221,881
Change-221,881 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 221,617
Change-221,617 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 217,793
Change-217,793 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 216,017
Change-216,017 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 215,428
Change-215,428 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 211,097
Change-211,097 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 208,153
Change-208,153 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 205,245
Change-205,245 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 202,700
Change-202,700 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 202,407
Change-202,407 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 198,523
Change-198,523 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 198,141
Change-198,141 (-100%)
Value—
Palouse Capital Management, Inc.
N/A
Shares— from 197,177
Change-197,177 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 191,881
Change-191,881 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 191,761
Change-191,761 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 190,708
Change-190,708 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 186,106
Change-186,106 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 181,157
Change-181,157 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 174,004
Change-174,004 (-100%)
Value—
Prasad Wealth Partners, LLC
N/A
Shares— from 173,521
Change-173,521 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 167,347
Change-167,347 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 158,232
Change-158,232 (-100%)
Value—
Legacy Capital Group California, Inc.
N/A
Shares— from 157,121
Change-157,121 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 145,012
Change-145,012 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 139,690
Change-139,690 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 138,434
Change-138,434 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 137,968
Change-137,968 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 134,761
Change-134,761 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 131,126
Change-131,126 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 130,388
Change-130,388 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 129,082
Change-129,082 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 128,536
Change-128,536 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 128,394
Change-128,394 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 126,593
Change-126,593 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 124,463
Change-124,463 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 120,718
Change-120,718 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 115,903
Change-115,903 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 115,274
Change-115,274 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 107,505
Change-107,505 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 102,614
Change-102,614 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 102,406
Change-102,406 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 99,592
Change-99,592 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 98,845
Change-98,845 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 98,545
Change-98,545 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 96,616
Change-96,616 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 91,632
Change-91,632 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 89,475
Change-89,475 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 87,640
Change-87,640 (-100%)
Value—
Schwallier Wealth Management LLC
N/A
Shares— from 87,637
Change-87,637 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 86,104
Change-86,104 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 85,999
Change-85,999 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 83,884
Change-83,884 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 83,593
Change-83,593 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 82,482
Change-82,482 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 79,427
Change-79,427 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 79,189
Change-79,189 (-100%)
Value—
Immaculate Wealth Management LLC
N/A
Shares— from 78,031
Change-78,031 (-100%)
Value—
Menard Financial Group LLC
N/A
Shares— from 77,559
Change-77,559 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 71,583
Change-71,583 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 66,880
Change-66,880 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 63,800
Change-63,800 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 63,799
Change-63,799 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 62,571
Change-62,571 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 61,775
Change-61,775 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 61,382
Change-61,382 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 56,845
Change-56,845 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 56,623
Change-56,623 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 56,341
Change-56,341 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 54,624
Change-54,624 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 54,431
Change-54,431 (-100%)
Value—
Opus Financial Solutions LLC
N/A
Shares— from 52,908
Change-52,908 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 52,647
Change-52,647 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 49,472
Change-49,472 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 47,455
Change-47,455 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 46,822
Change-46,822 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 44,721
Change-44,721 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 44,020
Change-44,020 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 43,994
Change-43,994 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 42,818
Change-42,818 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 42,308
Change-42,308 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 39,717
Change-39,717 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 37,529
Change-37,529 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 35,993
Change-35,993 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 35,679
Change-35,679 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 35,312
Change-35,312 (-100%)
Value—
Walter & Keenan Wealth Management LLC
N/A
Shares— from 35,155
Change-35,155 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 32,850
Change-32,850 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 31,856
Change-31,856 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 30,790
Change-30,790 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 30,630
Change-30,630 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 30,350
Change-30,350 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 29,878
Change-29,878 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 29,816
Change-29,816 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 28,979
Change-28,979 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 26,317
Change-26,317 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 25,796
Change-25,796 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 25,503
Change-25,503 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 24,900
Change-24,900 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 24,790
Change-24,790 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 24,697
Change-24,697 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 24,603
Change-24,603 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 23,272
Change-23,272 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 23,194
Change-23,194 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 22,955
Change-22,955 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 22,894
Change-22,894 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 22,845
Change-22,845 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 22,389
Change-22,389 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 22,021
Change-22,021 (-100%)
Value—
Advisor Resource Council
N/A
Shares— from 22,013
Change-22,013 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 21,724
Change-21,724 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 21,507
Change-21,507 (-100%)
Value—
Channel Wealth LLC
N/A
Shares— from 21,292
Change-21,292 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 21,246
Change-21,246 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 21,237
Change-21,237 (-100%)
Value—
Betterment LLC
N/A
Shares— from 20,585
Change-20,585 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 19,284
Change-19,284 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 19,281
Change-19,281 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 18,777
Change-18,777 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 18,629
Change-18,629 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 18,235
Change-18,235 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 18,233
Change-18,233 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 18,047
Change-18,047 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 17,744
Change-17,744 (-100%)
Value—
Authentikos Wealth Advisory, LLC
N/A
Shares— from 17,334
Change-17,334 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 17,238
Change-17,238 (-100%)
Value—
Constant Guidance Financial LLC
N/A
Shares— from 16,855
Change-16,855 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 16,325
Change-16,325 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 16,184
Change-16,184 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 16,091
Change-16,091 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 15,761
Change-15,761 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 15,307
Change-15,307 (-100%)
Value—
Commerce Bank
N/A
Shares— from 14,094
Change-14,094 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 13,899
Change-13,899 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 12,908
Change-12,908 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 12,592
Change-12,592 (-100%)
Value—
FMR LLC
N/A
Shares— from 12,241
Change-12,241 (-100%)
Value—
Annis Gardner Whiting Capital Advisors, LLC
N/A
Shares— from 11,956
Change-11,956 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 11,939
Change-11,939 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 11,916
Change-11,916 (-100%)
Value—
Central Trust Co
N/A
Shares— from 11,786
Change-11,786 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 11,681
Change-11,681 (-100%)
Value—
BCI Securities, Inc.
N/A
Shares— from 11,505
Change-11,505 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 11,421
Change-11,421 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 11,195
Change-11,195 (-100%)
Value—
Cura Wealth Advisors, LLC
N/A
Shares— from 10,989
Change-10,989 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 10,554
Change-10,554 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 10,536
Change-10,536 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 9,871
Change-9,871 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 9,256
Change-9,256 (-100%)
Value—
Wealthedge Investment Advisors, LLC
N/A
Shares— from 8,336
Change-8,336 (-100%)
Value—
Stephens Inc
N/A
Shares— from 8,275
Change-8,275 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 7,544
Change-7,544 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 5,984
Change-5,984 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 5,119
Change-5,119 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 2,719
Change-2,719 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 2,528
Change-2,528 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,336
Change-2,336 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 1,734
Change-1,734 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 1,560
Change-1,560 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,516
Change-1,516 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,278
Change-1,278 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 1,060
Change-1,060 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 821
Change-821 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 757
Change-757 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 628
Change-628 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 594
Change-594 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 290
Change-290 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 277
Change-277 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 274
Change-274 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 212
Change-212 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Retirement Planning Group, LLC
INCREASED7,636,2397,173,455+462,784+6%$190.2M$193.9M+$3.6M2026-10-19
State of New Jersey Common Pension Fund D
INCREASED6,200,0004,500,000+1,700,000+38%$119.3M$157.4M+$38.1M2026-11-05
Confluence Wealth Services, Inc.
INCREASED4,943,9533,595,528+1,348,425+38%$95.4M$125.5M+$30.2M2026-11-05
Bank of New York Mellon Corp
INCREASED4,171,8574,068,193+103,664+3%$107.9M$105.9M-$2.0M2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED4,033,5892,321,549+1,712,040+74%$61.1M$102.4M+$41.4M2026-10-13
Krilogy Financial LLC
DECREASED3,667,5754,024,365-356,790-9%$106.7M$93.1M-$13.6M2026-10-13
GR Financial Group, LLC
INCREASED3,622,1343,540,053+82,081+2%$93.9M$92.0M-$1.9M2026-10-27
Apollon Wealth Management, LLC
INCREASED3,028,3182,499,439+528,879+21%$66.3M$76.9M+$10.6M2026-10-23
Commonwealth Equity Services, LLC
INCREASED3,027,0862,949,049+78,037+3%$78.2M$76.9M-$1.4M2026-11-02
Fragasso Financial Advisors Inc
INCREASED2,981,9672,907,277+74,690+3%$77.1M$75.7M-$1.4M2026-10-13
RFG Advisory, LLC
INCREASED2,892,8111,516,100+1,376,711+91%$40.2M$73.4M+$33.2M2026-11-03
Journey Advisory Group, LLC
INCREASED2,863,0732,392,375+470,698+20%$63.4M$72.7M+$9.2M2026-11-04
Family Investment Center, Inc.
DECREASED2,357,9242,392,376-34,452-1%$63.4M$59.9M-$3.6M2026-10-19
Cambridge Investment Research Advisors, Inc.
INCREASED2,353,4072,097,186+256,221+12%$55.6M$59.8K-$55.6M2026-11-02
Heirloom Wealth Management
INCREASED2,167,0421,214,464+952,578+78%$32.2M$55.0M+$22.8M2026-10-14
Tanglewood Wealth Management, Inc.
NEW2,005,427—+2,005,427——$50.9M—2026-10-23
Prime Capital Investment Advisors, LLC
INCREASED1,815,6421,732,584+83,058+5%$45.9M$46.1M+$151.0K2026-10-20
HUB Investment Partners, LLC
INCREASED1,762,2391,700,919+61,320+4%$45.1M$44.7M-$365.1K2026-11-03
Annex Advisory Services, LLC
INCREASED1,745,1191,344,720+400,399+30%$35.7M$44.3M+$8.6M2026-10-16
Wagner Wealth Management, LLC
INCREASED1,627,072711,351+915,721+129%$18.9M$41.3M+$22.4M2026-10-21
RFG Holdings, Inc.
INCREASED1,624,0391,572,195+51,844+3%$41.7M$40.0M-$1.7M2026-10-30
Thrivent Financial for Lutherans
INCREASED1,587,16521,555+1,565,610+7263%$572.0K$40.3K-$531.7K2026-11-05
Wall Capital Group, Inc.
INCREASED1,574,3371,437,849+136,488+9%$38.1M$40.0M+$1.8M2026-10-14
Aprio Wealth Management, LLC
INCREASED1,560,3771,335,187+225,190+17%$35.4M$39.6M+$4.2M2026-10-28
Waterway Wealth Management, LLC
DECREASED1,510,6011,712,385-201,784-12%$43.5M$36.5M-$7.0M2026-10-28
Stonebridge Financial Group, LLC
DECREASED1,428,0561,495,959-67,903-5%$39.7M$36.3M-$3.4M2026-10-01
Parallel Advisors, LLC
INCREASED1,420,538173,854+1,246,684+717%$4.6M$36.1M+$31.5M2026-11-03
D.B. Root & Company, LLC
INCREASED1,369,3931,320,319+49,074+4%$35.0M$34.8M-$246.0K2026-11-04
Cardinal Point Capital Management ULC
INCREASED1,362,8341,268,316+94,518+7%$33.6M$34.6M+$966.6K2026-10-21
Soltis Investment Advisors LLC
INCREASED1,352,99480,334+1,272,660+1584%$2.1M$34.4M+$32.2M2026-10-28
R. W. Roge & Company, Inc.
NEW1,351,063—+1,351,063——$34.3K—2026-11-04
Wealth Alliance Advisory Group, LLC
DECREASED1,330,1101,331,309-1,1990%$35.3M$33.8M-$1.5M2026-10-14
Bare Financial Services, Inc
INCREASED1,315,585740,647+574,938+78%$19.6M$33.4M+$13.8M2026-11-04
Pictet North America Advisors SA
INCREASED1,313,3811,054,118+259,263+25%$28.0M$33.3M+$5.4M2026-10-21
San Luis Wealth Advisors LLC
INCREASED1,267,849590,775+677,074+115%$15.7M$32.2M+$16.5M2026-10-27
Correct Capital Wealth Management
INCREASED1,225,4691,162,951+62,518+5%$30.8M$31.1M+$273.2K2026-11-02
Allen Capital Group, LLC
INCREASED1,199,1361,157,019+42,117+4%$30.7M$30.4M-$238.1K2026-10-27
Visionary Wealth Advisors
INCREASED1,173,1361,082,344+90,792+8%$28.7M$29.8M+$1.1M2026-11-04
Mirae Asset Global Investments Co., Ltd.
INCREASED1,171,000250,100+920,900+368%$6.6M$29.7M+$23.1M2026-11-03
D.A. Davidson & Co.
DECREASED1,161,9561,162,002-460%$30.8M$29.5M-$1.3M2026-10-28
Wealthcare Advisory Partners LLC
INCREASED1,144,4681,025,937+118,531+12%$27.2M$29.1M+$1.9M2026-10-21
Intrua Financial, LLC
DECREASED1,121,2641,150,669-29,405-3%$30.5M$28.5M-$2.0M2026-10-28
Mason & Associates, LLC
INCREASED1,074,6341,026,348+48,286+5%$27.2M$27.3M+$66.2K2026-10-26
Rainey & Randall Wealth Advisors Inc.
INCREASED1,057,059938,524+118,535+13%$24.9M$26.8M+$1.9M2026-10-26
Creative Capital Management Investments LLC
INCREASED1,018,160952,568+65,592+7%$25.3M$25.9M+$589.0K2026-10-28
Northside Capital Management, LLC
INCREASED1,011,574599,905+411,669+69%$15.9M$25.7M+$9.8M2026-10-13
Gemmer Asset Management LLC
INCREASED989,802957,658+32,144+3%$25.4M$25.1M-$266.0K2026-10-16
EnRich Financial Partners LLC
INCREASED988,437973,138+15,299+2%$25.8M$25.1M-$711.2K2026-10-21
Larson Financial Group LLC
INCREASED977,934909,398+68,536+8%$24.1M$24.8M+$712.5K2026-11-05
Acorn Financial Advisory Services Inc
DECREASED967,9601,616,850-648,890-40%$42.9M$24.6M-$18.3M2026-11-02
Eclectic Associates Inc
INCREASED967,872908,395+59,477+7%$24.1M$24.6M+$483.6K2026-10-09
Kestra Advisory Services, LLC
INCREASED956,161837,408+118,753+14%$22.2M$24.3M+$2.1M2026-11-02
Welch Group, LLC
INCREASED943,528913,614+29,914+3%$24.2M$24.0M-$272.9K2026-10-29
LexAurum Advisors, LLC
INCREASED941,820813,864+127,956+16%$21.6M$23.9M+$2.3M2026-10-19
Vise Technologies, Inc.
INCREASED934,906575,329+359,577+63%$15.3M$23.7M+$8.5M2026-10-29
MinichMacGregor Wealth Management, LLC
INCREASED920,409883,704+36,705+4%$23.4M$23.4M-$66.6K2026-10-14
Hutchens & Kramer Investment Management Group, LLC
INCREASED897,357875,246+22,111+3%$23.2M$22.8M-$427.6K2026-10-16
BIP Wealth, LLC
INCREASED882,889824,278+58,611+7%$21.9M$22.4M+$556.7K2026-10-22
Great Point Wealth Advisors, LLC
INCREASED880,683831,789+48,894+6%$22.1M$22.4M+$301.5K2026-10-15
Evergreen Capital Management LLC
INCREASED878,114865,182+12,932+1%$22.9M$22.3M-$649.3K2026-10-23
Vigilare Wealth Management
INCREASED844,709476,258+368,451+77%$12.6M$21.4M+$8.8M2026-10-29
Victory Financial Group, LLC
INCREASED809,781758,272+51,509+7%$20.1M$20.6M+$451.0K2026-10-27
Dahring | Cusmano LLC
INCREASED803,176755,064+48,112+6%$20.0M$20.4M+$368.3K2026-11-03
Scott Capital Advisors, LLC
INCREASED780,275740,151+40,124+5%$19.6M$19.7M+$119.9K2026-10-13
Novem Group
DECREASED776,8351,573,225-796,390-51%$41.7M$19.7M-$22.0M2026-10-19
Riverchase Wealth Management, LLC
INCREASED744,802691,288+53,514+8%$18.3M$18.9M+$577.5K2026-10-28
O'Connor Financial Group LLC
INCREASED737,269680,796+56,473+8%$18.1M$18.7M+$664.6K2026-10-26
Alliance Private Wealth, LLC
DECREASED728,236745,869-17,633-2%$19.8M$18.5M-$1.3M2026-10-20
CLG LLC
INCREASED691,052554,611+136,441+25%$14.7M$17.5M+$2.8M2026-10-13
Founders Financial Securities LLC
DECREASED684,325713,179-28,854-4%$18.9M$17.4M-$1.5M2026-10-28
True North Advisors, LLC
DECREASED663,875720,470-56,595-8%$19.1M$16.9M-$2.3M2026-10-22
Financial Futures Ltd Liability Co.
INCREASED649,460639,399+10,061+2%$17.0M$16.5M-$467.1K2026-10-13
Beacon Capital Management, Inc.
INCREASED643,463619,725+23,738+4%$16.4M$16.3M-$97.6K2026-10-13
EverSource Wealth Advisors, LLC
INCREASED634,024556,814+77,210+14%$14.8M$16.1M+$1.3M2026-11-04
Kozak & Associates, Inc.
DECREASED633,737681,232-47,495-7%$17.9M$16.2M-$1.7M2026-10-29
Base Wealth Management LLC
DECREASED620,893657,199-36,306-6%$17.4M$15.8M-$1.7M2026-10-21
Atria Investments, Inc
INCREASED597,928544,755+53,173+10%$14.4M$15.2M+$734.5K2026-10-15
Flynn Zito Capital Management, LLC
DECREASED582,184644,671-62,487-10%$17.1M$14.8M-$2.3M2026-11-04
Mid-American Wealth Advisory Group, Inc.
INCREASED581,907477,497+104,410+22%$12.7M$14.8M+$2.1M2026-10-21
Lake Street Private Wealth, LLC
INCREASED572,400445,882+126,518+28%$11.8M$14.5M+$2.7M2026-10-22
Daymark Wealth Partners, LLC
INCREASED571,652562,645+9,007+2%$14.9M$14.5M-$407.1K2026-11-04
Mueller Wealth, LLC
INCREASED571,437505,932+65,505+13%$13.4M$14.5M+$1.1M2026-11-05
Able Financial Group, LLC
INCREASED567,669537,848+29,821+6%$14.3M$14.4M+$149.4K2026-10-14
Johnson & White Wealth Management, LLC
INCREASED551,041463,895+87,146+19%$12.3M$14.0M+$1.7M2026-11-03
Advisor OS, LLC
INCREASED542,455489,698+52,757+11%$13.0M$13.8M+$786.2K2026-11-03
ERn Financial, LLC
INCREASED540,381500,101+40,280+8%$13.3M$13.7M+$457.6K2026-10-28
Wespac Advisors SoCal, LLC
INCREASED530,918408,065+122,853+30%$10.8M$13.5M+$2.7M2026-10-13
Wilkerson Advisory Group LLC
INCREASED521,633488,746+32,887+7%$13.0M$13.2M+$282.7K2026-10-20
White Pine Investment Co
INCREASED519,433421,294+98,139+23%$11.2M$13.2K-$11.2M2026-10-15
Vicus Capital
DECREASED517,193518,936-1,7430%$13.8M$13.1M-$630.7K2026-11-05
Breakwater Capital Group
INCREASED512,052449,562+62,490+14%$11.9M$13.0M+$1.1M2026-10-09
Copper Harbor Investment Advisors, LLC
DECREASED503,017552,734-49,717-9%$14.7M$12.8M-$1.9M2026-10-16
Stokes Capital Advisors, LLC
DECREASED501,361696,655-195,294-28%$18.5M$12.7M-$5.7M2026-10-09
Grey Ledge Advisors, LLC
INCREASED500,726487,321+13,405+3%$12.9M$12.7M-$210.1K2026-11-02
Walkner Condon Financial Advisors LLC
INCREASED497,274217,107+280,167+129%$5.8M$12.6M+$6.9M2026-11-02
Landmark Wealth Management, LLC
INCREASED490,426290,580+199,846+69%$7.7M$12.5M+$4.7M2026-11-03
Brookstone Capital Management
DECREASED482,922543,086-60,164-11%$14.4M$12.3M-$2.1M2026-10-22
Strata Wealth Advisors, LLC
INCREASED477,241356,720+120,521+34%$9.5M$12.1M+$2.7M2026-10-16
Avondale Wealth Management
DECREASED470,934496,901-25,967-5%$13.2M$12.0M-$1.2M2026-10-15
Selby Wealth Management, LLC
INCREASED448,063420,915+27,148+6%$11.2M$11.4M+$213.7K2026-10-16
Farther Finance Advisors, LLC
DECREASED447,773477,515-29,742-6%$12.7M$11.4M-$1.3M2026-10-08
Sentinel Advisory Group, LLC
INCREASED433,390303,561+129,829+43%$8.1M$11.0M+$3.0M2026-10-20
S.E.E.D. Planning Group LLC
DECREASED412,269412,929-6600%$11.0M$10.5M-$483.4K2026-10-07
Sentinel Pension Advisors, LLC
INCREASED411,377392,208+19,169+5%$10.3M$10.4M+$137.6K2026-11-02
Avaii Wealth Management, LLC
INCREASED408,457398,349+10,108+3%$10.6M$10.3M-$262.9K2026-10-09
Creative Financial Designs Inc
INCREASED400,428362,426+38,002+10%$9.6M$10.2M+$555.3K2026-11-04
Fiduciary Alliance LLC
DECREASED393,425401,140-7,715-2%$10.6M$10.0M-$649.2K2026-10-13
Truist Financial Corp
DECREASED374,673389,377-14,704-4%$10.3M$9.5M-$813.3K2026-10-30
Weaver Consulting Group
INCREASED358,989272,547+86,442+32%$7.2M$9.1M+$1.9M2026-10-07
PFG Advisors
INCREASED358,551337,213+21,338+6%$8.9M$9.1M+$160.7K2026-10-16
Econ Financial Services Corp
INCREASED351,584344,963+6,621+2%$9.1M$8.9M-$221.7K2026-10-19
Great Diamond Partners, LLC
INCREASED347,235321,748+25,487+8%$8.5M$8.8M+$283.5K2026-10-13
Linscomb Wealth, Inc.
INCREASED345,900215,346+130,554+61%$5.7M$8.8M+$3.1M2026-11-05
Refined Wealth Management
INCREASED344,114317,941+26,173+8%$8.4M$8.7M+$305.3K2026-10-13
Davenport & Co LLC
DECREASED338,036689,682-351,646-51%$18.3M$8.6M-$9.7M2026-10-14
Exchange Traded Concepts, LLC
DECREASED336,031339,660-3,629-1%$9.0M$8.5M-$476.0K2026-10-28
Integrity Investment Advisors, LLC
DECREASED335,941336,197-2560%$8.9M$8.5M-$386.4K2026-11-03
Means Investment Co., Inc.
DECREASED330,316347,052-16,736-5%$9.2M$8.4M-$817.1K2026-11-03
Parr Mcknight Wealth Management Group, LLC
INCREASED324,570311,660+12,910+4%$8.3M$8.2M-$24.4K2026-10-30
Wealth Enhancement Trust Services, Inc.
INCREASED321,756176,669+145,087+82%$4.7M$8.2M+$3.5M2026-10-07
Quadcap Wealth Management, LLC
INCREASED319,829300,508+19,321+6%$8.0M$8.1M+$151.0K2026-11-02
Destiny Wealth Partners, LLC
INCREASED319,100192,418+126,682+66%$5.0M$8.1M+$3.1M2026-11-05
Hedeker Wealth, LLC
INCREASED318,785277,901+40,884+15%$7.4M$8.1M+$724.0K2026-10-23
Halbert Hargrove Global Advisors, LLC
INCREASED311,296299,343+11,953+4%$7.9M$7.9M-$34.8K2026-10-16
Elevation Point Wealth Partners, LLC
INCREASED309,235240,348+68,887+29%$6.4M$7.9M+$1.5M2026-11-05
Wagner Wealth Management, Corp
INCREASED298,488279,015+19,473+7%$7.4M$7.6M+$179.1K2026-10-20
J.W. Cole Advisors, Inc.
DECREASED283,545283,760-2150%$7.5M$7.2M-$326.1K2026-11-05
LifeGoal Investments, LLC
INCREASED281,606267,867+13,739+5%$7.1M$7.1M+$46.1K2026-10-09
Security Financial Services, Inc.
INCREASED280,496273,533+6,963+3%$7.3M$7.1M-$132.3K2026-10-29
VestGen Advisors, LLC
INCREASED273,873272,129+1,744+1%$7.2M$7.0M-$263.2K2026-10-27
Williams & Novak Wealth Management, LLC
INCREASED267,126241,985+25,141+10%$6.4M$6.8M+$364.9K2026-10-09
Boyce & Associates Wealth Consulting, Inc.
INCREASED264,26733,783+230,484+682%$895.9K$6.7M+$5.8M2026-10-14
Asset Advisory Group, Inc.
DECREASED262,124264,308-2,184-1%$7.0M$6.7M-$354.1K2026-10-20
Foundry Financial LLC
INCREASED250,307216,643+33,664+16%$5.7M$6.4M+$609.9K2026-10-16
Cherrydale Wealth Management, LLC
INCREASED245,772214,006+31,766+15%$5.7M$6.2M+$564.6K2026-10-20
Independent Solutions Wealth Management, LLC
INCREASED243,535183,119+60,416+33%$4.9M$6.2M+$1.3M2026-10-28
NavPoint Financial, Inc.
INCREASED237,032167,626+69,406+41%$4.4M$6.0M+$1.6M2026-10-21
Jeter Robert S II
INCREASED227,566210,374+17,192+8%$5.5M$5.8M+$247.4K2026-10-16
Overbrook Management Corp
INCREASED226,546219,545+7,001+3%$5.8M$5.8M-$70.3K2026-10-08
AJ Advisors, LLC
INCREASED226,467216,205+10,262+5%$5.7M$5.7M+$16.2K2026-10-29
Pinnacle Financial Group, LLC / IL
INCREASED219,772199,833+19,939+10%$5.3M$5.6M+$280.4K2026-10-29
AdvisorNet Financial, Inc
INCREASED217,762196,585+21,177+11%$5.2M$5.5M+$317.7K2026-10-15
Apollon Financial, LLC
INCREASED216,544192,669+23,875+12%$5.1M$5.5M+$388.5K2026-10-23
Signature Estate & Investment Advisors LLC
INCREASED214,123192,820+21,303+11%$5.1M$5.4M+$323.0K2026-10-13
USAdvisors Wealth Management, LLC
DECREASED209,488210,862-1,374-1%$5.6M$5.3K-$5.6M2026-10-21
Foundry Financial Group, Inc.
INCREASED208,819106,736+102,083+96%$2.8M$5.3M+$2.5M2026-10-28
ATX Financial Planning, LLC
NEW207,092—+207,092——$5.3M—2026-10-14
Brighton Jones LLC
DECREASED206,415224,624-18,209-8%$6.0M$5.2M-$716.1K2026-11-03
MGO One Seven LLC
NEW205,532—+205,532——$5.2M—2026-10-28
LVW Advisors, LLC
DECREASED205,464299,338-93,874-31%$7.9M$5.2M-$2.7M2026-10-19
Centerpoint Advisory Group
DECREASED203,734231,003-27,269-12%$6.1M$5.2M-$953.4K2026-10-23
Intelligence Driven Advisers, LLC
INCREASED202,370143,209+59,161+41%$3.8M$5.1M+$1.3M2026-10-09
Tennessee Valley Asset Management Partners
INCREASED199,587182,431+17,156+9%$4.8M$5.1M+$229.4K2026-11-03
Mayfair Advisory Group, LLC
INCREASED198,143177,129+21,014+12%$4.6M$5.0M+$406.0K2026-10-20
Studio Investment Management LLC
INCREASED198,01826,867+171,151+637%$712.5K$5.0M+$4.3M2026-10-22
Retirement Guys Formula LLC
INCREASED188,852167,989+20,863+12%$4.5M$4.8M+$339.9K2026-10-26
Autumn Glory Partners, LLC
INCREASED183,082117,499+65,583+56%$3.1M$4.6M+$1.5M2026-10-26
Catalyst Investment Management LLC
DECREASED181,412203,817-22,405-11%$5.4M$4.6M-$799.2K2026-10-21
Asset One Wealth Management LLC
INCREASED180,97423,924+157,050+656%$630.4K$4.6M+$4.0M2026-11-02
RiverTree Advisors, LLC
DECREASED179,427191,819-12,392-6%$5.1M$4.6M-$531.4K2026-10-13
Sprinkle Financial Consultants LLC
INCREASED175,107127,113+47,994+38%$3.4M$4.4M+$1.1M2026-10-09
John W. Brooker & Co., CPAs
INCREASED169,301151,602+17,699+12%$4.0M$4.3M+$278.1K2026-10-21
Concurrent Investment Advisors, LLC
DECREASED167,252737,516-570,264-77%$19.6M$4.2M-$15.3M2026-10-16
SteelPeak Wealth, LLC
INCREASED167,109156,272+10,837+7%$4.1M$4.2M+$98.6K2026-10-16
Inspirion Wealth Advisors, LLC
INCREASED162,229143,598+18,631+13%$3.8M$4.1M+$336.6K2026-10-09
Investment Partners Asset Management, Inc.
INCREASED160,302156,057+4,245+3%$4.1M$4.1M-$68.6K2026-10-09
BAM Wealth Management, LLC
INCREASED159,235144,027+15,208+11%$3.8M$4.0M+$223.4K2026-10-15
Fifth Third Bancorp
INCREASED159,030156,728+2,302+1%$4.2M$4.0M-$118.7K2026-11-05
StoneCrest Wealth Management, Inc.
INCREASED157,952151,897+6,055+4%$4.0M$4.0M-$17.9K2026-11-03
PKS Advisory Services, LLC
UNCHANGED153,927153,92700%$4.1M$4.1M$02026-10-26
Advisortrust Partners, LLC
INCREASED151,213121,608+29,605+24%$3.2M$3.8M+$614.3K2026-11-02
Quad-Cities Investment Group, LLC
INCREASED150,885134,281+16,604+12%$3.6M$3.8M+$269.9K2026-10-16
White & Co Financial Planning Inc
INCREASED150,160139,566+10,594+8%$3.7M$3.9M+$232.9K2026-10-16
Iams Wealth Management, LLC
INCREASED148,032101,249+46,783+46%$2.7M$3.8M+$1.1M2026-10-15
GSG Advisors LLC
INCREASED145,256137,915+7,341+5%$3.7M$3.7M+$30.5K2026-11-03
Capital Advisors Wealth Management, LLC
INCREASED143,58468,572+75,012+109%$1.8M$3.6M+$1.8M2026-10-09
RMR Wealth Builders
INCREASED136,528129,298+7,230+6%$3.4M$3.5M+$37.5K2026-10-22
Spectrum Advisors, Inc.
INCREASED136,472132,885+3,587+3%$3.5M$3.5M-$59.1K2026-11-03
Mission Wealth Management, LP
INCREASED134,659115,096+19,563+17%$3.1M$3.4M+$366.7K2026-10-15
Noble Wealth Management PBC
DECREASED132,664142,235-9,571-7%$3.8M$3.4M-$403.7K2026-10-01
Taylor & Morgan Wealth Management, LLC
INCREASED131,898110,942+20,956+19%$2.9M$3.3M+$406.7K2026-10-09
True Wealth Design, LLC
INCREASED131,87786,721+45,156+52%$2.3M$3.3M+$1.0M2026-10-13
Schuylkill Financial LLC
INCREASED126,312121,061+5,251+4%$3.2M$3.2M-$3.5K2026-10-21
Puff Wealth Management, LLC
INCREASED124,819108,323+16,496+15%$2.9M$3.2M+$296.4K2026-10-07
Centennial Wealth Advisory LLC
INCREASED121,761119,269+2,492+2%$3.2M$3.1M-$71.6K2026-10-16
Bfsg, LLC
INCREASED119,04570,232+48,813+70%$1.9M$3.0M+$1.2M2026-10-30
Oregon Pacific Wealth Management, LLC
INCREASED117,53899,391+18,147+18%$2.6M$3.0M+$348.4K2026-10-20
Wisconsin Wealth Advisors, LLC
INCREASED115,714110,272+5,442+5%$2.9M$2.9M+$13.6K2026-10-08
Newman Dignan & Sheerar, Inc.
INCREASED109,66794,926+14,741+16%$2.5M$2.8M+$267.0K2026-10-21
Ascentis Independent Advisors
NEW108,812—+108,812——$2.8M—2026-11-03
First Premier Bank
INCREASED107,44989,538+17,911+20%$2.4K$2.7K+$3542026-10-13
Peoples Bank
INCREASED105,74594,036+11,709+12%$2.5M$2.7M+$191.0K2026-10-26
Banque Pictet & CIE SA
INCREASED101,50075,580+25,920+34%$2.0M$2.6M+$572.7K2026-10-16
First Citizens Financial Corp
INCREASED100,69594,410+6,285+7%$2.5M$2.6M+$52.9K2026-10-02
GGM Financial LLC
INCREASED100,15015,744+84,406+536%$417.5K$2.5M+$2.1M2026-11-05
Ashton Thomas Private Wealth, LLC
DECREASED100,048118,389-18,341-15%$3.1M$2.5M-$599.4K2026-11-03
Trek Financial, LLC
DECREASED99,829137,509-37,680-27%$3.6M$2.5M-$1.1M2026-10-29
Ehrlich Financial Group
DECREASED97,97298,602-630-1%$2.6M$2.5M-$127.4K2026-10-20
Sunpointe, LLC
INCREASED94,13879,223+14,915+19%$2.1M$2.4M+$289.2K2026-10-22
Trademark Financial Management, LLC
DECREASED93,81697,346-3,530-4%$2.6M$2.4M-$199.6K2026-10-23
Partners Wealth Management, LLC
NEW92,776—+92,776——$2.4M—2026-10-28
Sowell Financial Services LLC
NEW91,029—+91,029——$2.3M—2026-10-23
Merkkuri Wealth Advisors LLC
INCREASED90,97986,168+4,811+6%$2.3M$2.3M+$24.8K2026-11-03
IFS Advisors, LLC
NEW90,697—+90,697——$2.3M—2026-10-14
Prospera Financial Services Inc
INCREASED90,33274,899+15,433+21%$2.0M$2.3M+$328.9K2026-11-04
Beacon Financial Planning, Inc
INCREASED87,57586,911+664+1%$2.3M$2.2M-$81.4K2026-11-04
Worth Asset Management, LLC
INCREASED86,80968,781+18,028+26%$1.8M$2.2M+$380.0K2026-10-07
Sigma Planning Corp
INCREASED83,89029,802+54,088+181%$790.4K$2.1M+$1.3M2026-10-23
RMR Capital Management, LLC
DECREASED83,70684,032-3260%$2.2M$2.1M-$103.2K2026-10-23
MW Advisory, LLC
INCREASED82,69463,647+19,047+30%$1.7M$2.1M+$411.7K2026-10-19
Independent Financial Group, LLC
INCREASED79,31278,875+437+1%$2.1M$2.0M-$78.0K2026-10-13
Onyx Bridge Wealth Group LLC
DECREASED77,23680,457-3,221-4%$2.1M$2.0M-$172.7K2026-10-16
Hyposwiss Advisors SA
INCREASED77,23576,635+600+1%$2.0M$2.0M-$71.4K2026-10-26
Milestone Asset Management, LLC
INCREASED77,15576,745+410+1%$2.0M$2.0M-$76.3K2026-10-15
Altfest L J & Co Inc
INCREASED76,90075,368+1,532+2%$2.0M$2.0M-$46.3K2026-10-27
Riverbend Wealth Management, LLC
INCREASED76,52574,226+2,299+3%$2.0M$1.9M-$25.5K2026-10-15
First Affirmative Financial Network
NEW76,309—+76,309——$1.9M—2026-10-21
CGC Financial Services, LLC
INCREASED72,63567,768+4,867+7%$1.8M$1.8M+$47.0K2026-10-13
Canvas Wealth Advisors, LLC
NEW71,930—+71,930——$1.8M—2026-11-02
BayBridge Capital Group, LLC
NEW71,382—+71,382——$1.8M—2026-10-13
Arwa LLC
DECREASED71,27686,690-15,414-18%$2.3M$1.8M-$471.3K2026-10-21
SeaCrest Wealth Management, LLC
INCREASED70,72651,877+18,849+36%$1.4M$1.8M+$419.9K2026-10-21
CRA Financial Services, LLC
INCREASED70,52954,537+15,992+29%$1.4M$1.8M+$344.4K2026-10-16
Quartz Partners, LLC
INCREASED70,23868,327+1,911+3%$1.8M$1.8M-$28.7K2026-11-03
Financial Planning Hawaii, Inc.
DECREASED69,64169,645-40%$1.8M$1.8M-$78.8K2026-10-13
Summit Investment Advisory Services, LLC
INCREASED69,15161,379+7,772+13%$1.6M$1.8M+$128.0K2026-11-03
Everhart Financial Group, Inc.
INCREASED68,52330,836+37,687+122%$817.8K$1.7M+$922.0K2026-10-08
BlueChip Wealth Advisors LLC
INCREASED67,66743,606+24,061+55%$1.2M$1.7M+$561.6K2026-11-03
Golden State Wealth Management, LLC
DECREASED63,662138,057-74,395-54%$3.7M$1.6M-$2.0M2026-11-02
Bluesphere Advisors LLC
DECREASED62,45192,283-29,832-32%$2.4M$1.6M-$861.7K2026-10-19
Signal Advisors Wealth, LLC
INCREASED61,27559,683+1,592+3%$1.6M$1.6M-$27.0K2026-10-13
Advisory Advocates, LLC
INCREASED60,48038,939+21,541+55%$1.0M$1.5M+$502.9K2026-11-05
Creative Planning
INCREASED59,88716,468+43,419+264%$436.7K$1.5M+$1.1M2026-11-02
Ergawealth Advisors, Inc.
INCREASED59,38558,777+608+1%$1.6M$1.5M-$51.0K2026-10-21
MBL Wealth, LLC
DECREASED58,91065,055-6,145-9%$1.7M$1.5M-$229.5K2026-10-22
RDA Financial Network
INCREASED58,18657,331+855+1%$1.5M$1.5M-$43.1K2026-10-15
Thrive Wealth Management, LLC
INCREASED57,74242,549+15,193+36%$1.1M$1.5M+$337.7K2026-10-13
Crusonia Wealth Advisors LLC
INCREASED55,11246,853+8,259+18%$1.2M$1.4M+$156.8K2026-10-26
Parsons Capital Management Inc
DECREASED55,06160,251-5,190-9%$1.6M$1.4M-$199.9K2026-10-28
Lodestar Private Asset Management LLC
NEW54,575—+54,575——$1.4M—2026-10-26
S&A Financial Services, Inc.
DECREASED52,96254,851-1,889-3%$1.5M$1.3M-$110.0K2026-11-03
First Heartland Consultants, Inc.
DECREASED52,777889,771-836,994-94%$23.6M$1.3M-$22.3M2026-10-08
Titleist Asset Management, LLC
INCREASED52,10446,538+5,566+12%$1.2M$1.3M+$88.8K2026-10-08
Tectonic Advisors LLC
INCREASED50,89743,642+7,255+17%$1.2M$1.3M+$134.9K2026-10-22
Apella Capital, LLC
DECREASED50,89752,458-1,561-3%$1.4M$1.3M-$93.5K2026-10-08
TD Waterhouse Canada Inc.
INCREASED50,21549,029+1,186+2%$1.3M$1.3M-$21.9K2026-10-16
Kestra Private Wealth Services, LLC
DECREASED49,56668,725-19,159-28%$1.8M$1.3M-$564.1K2026-10-30
WestHill Financial Advisors, Inc.
INCREASED49,11744,051+5,066+12%$1.2M$1.2M+$78.8K2026-10-14
Patten Group, Inc.
NEW49,094—+49,094——$1.2M—2026-10-26
Sanchez Wealth Management Group
DECREASED48,546962,189-913,643-95%$25.5M$1.2M-$24.3M2026-11-02
Cyndeo Wealth Partners, LLC
NEW48,453—+48,453——$1.2M—2026-10-16
Orba Wealth Advisors, L.L.C.
DECREASED48,11549,966-1,851-4%$1.3M$1.2M-$103.5K2026-10-23
Buck Wealth Strategies, LLC
INCREASED47,92246,410+1,512+3%$1.2M$1.2M-$14.0K2026-10-28
Beacon Financial Advisory LLC
DECREASED45,598101,477-55,879-55%$2.7M$1.2M-$1.5M2026-10-16
Integrity Wealth Advisors, Inc.
NEW44,869—+44,869——$1.1M—2026-10-29
Omnitrust Wealth Management, Inc
NEW44,523—+44,523——$1.1M—2026-11-02
Lodestone Wealth Management LLC
DECREASED43,91244,077-1650%$1.2M$1.1M-$54.0K2026-10-14
Kercheville Advisors, LLC
DECREASED43,13057,030-13,900-24%$1.5M$1.1M-$417.4K2026-10-19
Ballew Advisors, Inc
INCREASED42,15010,986+31,164+284%$289.9K$1.1M+$773.1K2026-10-05
Roger Wittlin Investment Advisory, LLC
INCREASED41,57940,920+659+2%$1.1M$1.1M-$29.5K2026-10-19
Peterson Wealth Advisors, LLC
INCREASED40,93535,791+5,144+14%$949.2K$1.0M+$90.1K2026-10-08
CGN Advisors LLC
NEW40,293—+40,293——$1.0M—2026-10-21
XY Planning Network, Inc.
INCREASED38,73328,999+9,734+34%$769.1K$983.4K+$214.4K2026-10-14
Citizens Financial Group Inc
NEW38,240—+38,240——$970.9K—2026-10-23
Gallacher Capital Management LLC
DECREASED38,08341,658-3,575-9%$1.1M$966.9K-$137.8K2026-10-30
Winthrop Advisory Group LLC
INCREASED37,68323,530+14,153+60%$624.0K$956.8K+$332.8K2026-10-22
Redhawk Wealth Advisors, Inc.
DECREASED37,574261,211-223,637-86%$6.9M$954.0K-$6.0M2026-10-14
Sendero Wealth Management, LLC
NEW37,507—+37,507——$952.3K—2026-10-14
Balentine LLC
NEW36,717—+36,717——$932.2K—2026-11-03
Lionsbridge Wealth Management LLC
DECREASED36,62538,368-1,743-5%$1.0M$929.9K-$87.6K2026-10-26
Resonant Capital Advisors, LLC
NEW36,425—+36,425——$924.8K—2026-10-15
Axxcess Wealth Management, LLC
INCREASED36,30833,397+2,911+9%$885.7K$921.9K+$36.2K2026-10-21
HBW Advisory Services LLC
DECREASED35,12941,642-6,513-16%$1.1M$891.9K-$212.4K2026-10-15
Private Trust Co NA
DECREASED34,66937,111-2,442-7%$984.2K$880.2K-$103.9K2026-10-20
Curated Wealth Partners LLC
NEW33,807—+33,807——$858.4K—2026-10-15
Essex Bank
UNCHANGED33,77633,77600%$895.7K$857.2K-$38.5K2026-10-16
Financial Insights, Inc.
INCREASED33,47830,632+2,846+9%$812.4K$850.0K+$37.6K2026-10-27
Silverlake Wealth Management LLC
INCREASED32,04031,066+974+3%$823.9K$813.5K-$10.4K2026-10-21
Flagship Wealth Advisors, LLC
DECREASED31,26436,814-5,550-15%$976.3K$793.8K-$182.5K2026-11-03
Latitude Advisors, LLC
INCREASED30,88130,549+332+1%$810.2K$784.1K-$26.1K2026-10-27
Oppenheimer & Co Inc
INCREASED30,30414,258+16,046+113%$378.1K$769.4K+$391.3K2026-10-26
Register Financial Advisors LLC
INCREASED30,16218,957+11,205+59%$502.7K$765.8K+$263.1K2026-10-23
4Wealth Advisors, Inc.
INCREASED29,74522,295+7,450+33%$592.8K$755.8K+$163.0K2026-10-13
Cornerstone Wealth Management, LLC
INCREASED28,43027,274+1,156+4%$723.3K$721.8K-$1.5K2026-11-04
Roof Eidam Maycock Peralta, LLC
DECREASED28,25431,315-3,061-10%$830.5K$717.4K-$113.1K2026-10-15
Lloyd Advisory Services, Llc.
INCREASED28,24727,169+1,078+4%$720.5K$717.2K-$3.3K2026-11-02
Boomfish Wealth Group, LLC
INCREASED27,87212,068+15,804+131%$320.0K$707.7K+$387.6K2026-10-22
Jessup Wealth Management, Inc
INCREASED27,60027,585+15+0%$731.5K$700.8K-$30.8K2026-10-20
Independent Wealth Network Inc.
INCREASED27,36319,296+8,067+42%$511.7K$694.8K+$183.0K2026-10-19
Emergent Wealth Advisors, LLC
INCREASED27,28927,062+227+1%$717.7K$692.9K-$24.8K2026-10-09
Symphony Financial, Ltd. Co.
INCREASED25,78323,472+2,311+10%$623.9K$655.8K+$31.9K2026-10-22
Richard P Slaughter Associates Inc
DECREASED25,71227,765-2,053-7%$736.3K$652.8K-$83.5K2026-10-13
Essential Investment Partners LLC
DECREASED25,43028,110-2,680-10%$745.5K$645.7K-$99.8K2026-10-27
Concord Wealth Partners
DECREASED25,42726,181-754-3%$694.3K$645.6K-$48.7K2026-11-02
McKinley Carter Wealth Services, Inc.
DECREASED25,37726,256-879-3%$696.3K$644.3K-$52.0K2026-10-16
LightSquare Wealth Management, LLC
NEW25,131—+25,131——$638.1K—2026-11-03
Simon Quick Advisors, LLC
INCREASED25,04424,647+397+2%$653.6K$635.9K-$17.8K2026-10-26
Argyle Capital Partners, LLC
DECREASED24,99826,663-1,665-6%$707.1K$634.7K-$72.4K2026-10-23
Boyer Financial Services, Inc.
NEW24,757—+24,757——$628.6K—2026-10-23
Choreo, LLC
INCREASED24,54024,389+151+1%$646.8K$623.1K-$23.7K2026-10-28
MSH Capital Advisors LLC
UNCHANGED24,36924,36900%$646.3K$618.7K-$27.5K2026-11-03
Strategic Blueprint, LLC
DECREASED23,94827,374-3,426-13%$726.0K$608.0K-$117.9K2026-10-22
StoneX Group Inc.
DECREASED23,94524,283-338-1%$644.4K$611.4K-$33.0K2026-11-03
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED23,63723,752-1150%$629.9K$600.1K-$29.8K2026-10-14
Clarity Asset Management, Inc.
INCREASED23,26022,820+440+2%$605.2K$590.6K-$14.6K2026-10-14
Beacon Capital Management, LLC
DECREASED22,86932,710-9,841-30%$867.5K$580.6K-$286.8K2026-10-23
Decision Investments, Inc
UNCHANGED22,64022,64000%$600.4K$574.8K-$25.6K2026-10-07
Schmidt P J Investment Management Inc
INCREASED22,57117,214+5,357+31%$456.5K$573.1K+$116.6K2026-11-02
Stillwater Wealth Management Group
INCREASED22,09513,100+8,995+69%$347.4K$561.0K+$213.6K2026-10-21
Centurion Wealth Management LLC
NEW21,939—+21,939——$557.0K—2026-10-13
Stage Harbor Financial, LLC
INCREASED21,13521,124+11+0%$560.2K$536.6K-$23.6K2026-11-03
Nations Financial Group Inc,
INCREASED21,01214,286+6,726+47%$378.9K$533.5K+$154.6K2026-11-05
United Advisor Group, LLC
INCREASED20,25312,967+7,286+56%$343.9K$514.2K+$170.3K2026-11-03
Summa Corp.
UNCHANGED20,00020,00000%$530.4K$507.8K-$22.6K2026-10-30
Colton Groome Financial Advisors, LLC
DECREASED19,85520,030-175-1%$531.2K$504.1K-$27.1K2026-10-06
LiftPoint Family Wealth Advisors LLC
DECREASED19,71622,600-2,884-13%$599.4K$500.6K-$98.8K2026-11-03
Capital Investment Advisory Services, LLC
INCREASED19,55815,187+4,371+29%$402.8K$496.6K+$93.8K2026-10-30
ACT Advisors, Llc.
INCREASED19,46617,398+2,068+12%$461.4K$494.2K+$32.8K2026-10-15
Birchwood Financial Partners, Inc.
INCREASED19,09611,079+8,017+72%$293.8K$484.9K+$191.0K2026-11-02
Sound Income Strategies, LLC
DECREASED18,87542,981-24,106-56%$1.1M$479.2K-$660.6K2026-10-09
Nicholas Hoffman & Company, Llc.
UNCHANGED18,71218,71200%$496.2K$475.1K-$21.1K2026-10-30
First Bank & Trust
NEW18,177—+18,177——$461.5K—2026-10-19
Horizon Wealth Management, LLC
DECREASED17,64918,819-1,170-6%$499.1K$448.1K-$51.0K2026-11-02
Bison Wealth, LLC
UNCHANGED17,59217,59200%$464.6K$446.7K-$17.9K2026-10-13
Fortitude Financial, LLC
NEW17,506—+17,506——$444.5K—2026-10-19
Tempus Wealth Planning, LLC
INCREASED17,15913,998+3,161+23%$371.2K$435.7K+$64.4K2026-10-14
Elevated Capital Advisors, LLC
DECREASED16,873120,324-103,451-86%$3.2M$428.4K-$2.8M2026-11-04
Wedbush Securities Inc
INCREASED16,86015,343+1,517+10%$407.0K$428-$406.6K2026-10-22
Park Avenue Securities LLC
NEW16,848—+16,848——$428—2026-10-26
New Wave Wealth Advisors LLC
DECREASED16,81043,118-26,308-61%$1.1M$427.0K-$716.5K2026-10-19
Sowa Financial Group, Inc.
INCREASED16,59013,844+2,746+20%$367.0K$421-$366.6K2026-10-26
M Holdings Securities, Inc.
DECREASED16,20739,820-23,613-59%$1.1M$412-$1.1M2026-11-03
JSF Financial, LLC
NEW16,135—+16,135——$409.7K—2026-10-22
First Hawaiian Bank
NEW15,951—+15,951——$405.0K—2026-10-14
Financial Synergies Wealth Advisors, Inc.
DECREASED15,70516,413-708-4%$435.3K$398.8K-$36.5K2026-10-16
Summit Wealth Group LLC / Co
DECREASED14,67741,414-26,737-65%$1.1M$372.7K-$725.6K2026-10-29
Focus Financial Network, Inc.
DECREASED14,18914,228-390%$377.3K$360.2K-$17.1K2026-10-14
Moneco Advisors, LLC
INCREASED14,03612,412+1,624+13%$329.2K$356.4K+$27.2K2026-11-05
Anchor Capital Advisors LLC
INCREASED14,00410,490+3,514+34%$278.2K$355.6K+$77.4K2026-11-05
Nautilus Advisors LLC
DECREASED13,51422,672-9,158-40%$596.3K$343.1K-$253.1K2026-10-07
Equitable Trust Co
UNCHANGED13,23513,23500%$351.0K$336.0K-$15.0K2026-10-13
MBA Advisors LLC
INCREASED12,87510,665+2,210+21%$282.8K$326.9K+$44.1K2026-10-29
Diversified Portfolios, Inc.
DECREASED12,63217,432-4,800-28%$462.3K$320.7K-$141.6K2026-11-04
Wespac Advisors, LLC
DECREASED12,50550,169-37,664-75%$1.3M$317.5K-$1.0M2026-10-26
E6 Portfolios, LLC
DECREASED12,09317,545-5,452-31%$465.3K$307.0K-$158.3K2026-10-26
Oak Grove Capital LLC
INCREASED12,0009,500+2,500+26%$251.9K$304.7K+$52.7K2026-10-09
Planning Strategies Inc.
DECREASED11,94813,911-1,963-14%$368.9K$303.4K-$65.6K2026-10-02
William John Sempolinski
DECREASED11,90025,500-13,600-53%$676.3K$302.1K-$374.1K2026-10-20
Avantax Planning Partners, Inc.
INCREASED11,8829,522+2,360+25%$252.5K$301.7K+$49.2K2026-11-03
US Bancorp \de\
INCREASED11,5003,548+7,952+224%$94.1K$292.0K+$197.9K2026-11-05
Narus Financial Partners, LLC
INCREASED11,2569,350+1,906+20%$248.0K$285.8K+$37.8K2026-10-19
PCA Investment Advisory Services Inc.
NEW11,108—+11,108——$282.0K—2026-10-13
Clear Point Advisors Inc.
NEW10,885—+10,885——$276.4K—2026-10-30
Raleigh Capital Management Inc.
INCREASED10,88210,717+165+2%$284.2K$276.3K-$7.9K2026-10-28
Root Financial Partners, LLC
NEW10,701—+10,701——$271.7K—2026-10-21
Magnus Financial Group LLC
NEW10,253—+10,253——$260.3K—2026-10-21
Legacy Capital Wealth Partners, LLC
INCREASED10,1168,708+1,408+16%$230.9K$256.9K+$25.9K2026-10-21
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED9,95710,329-372-4%$273.9K$252.8K-$21.1K2026-10-14
Goldstein Advisors, LLC
INCREASED9,9419,732+209+2%$258.1K$252.4K-$5.7K2026-10-15
Sovran Advisors, LLC
DECREASED9,5959,715-120-1%$254.0K$245.8K-$8.2K2026-11-02
Crescent Grove Advisors, LLC
NEW9,528—+9,528——$241.9K—2026-10-21
Acorn Wealth Advisors, LLC
DECREASED9,3809,539-159-2%$253.0K$238.2K-$14.8K2026-10-19
Lido Advisors, LLC
UNCHANGED9,3089,30800%$246.9K$236.3K-$10.5K2026-11-04
Kingswood Wealth Advisors, LLC
NEW8,722—+8,722——$221.5K—2026-10-23
Clear Creek Financial Management, LLC
DECREASED8,69012,934-4,244-33%$343.0K$220.6K-$122.4K2026-10-28
SFG Wealth Management, Llc.
DECREASED8,67056,554-47,884-85%$1.5M$220.1K-$1.3M2026-10-23
Aegis Wealth Management, Inc.
NEW8,645—+8,645——$219.5K—2026-10-26
Verus Capital Partners, LLC
DECREASED8,2348,339-105-1%$221.2K$209.1K-$12.1K2026-11-03
Westside Investment Management, Inc.
INCREASED8,1351,250+6,885+551%$33.2K$206.5K+$173.4K2026-11-02
Next Level Wealth Planning, LLC
NEW7,554—+7,554——$191.8K—2026-10-29
Cape Investment Advisory, Inc.
DECREASED7,4728,372-900-11%$222.0K$189.7K-$32.3K2026-10-13
Lanark Financial, Inc.
INCREASED7,0686,282+786+13%$166.6K$179.5K+$12.9K2026-10-26
MidAtlantic Capital Management, Inc.
DECREASED6,81312,455-5,642-45%$330.3K$173.0K-$157.3K2026-11-05
William Mack & Associates, Inc.
DECREASED6,79019,238-12,448-65%$510.2K$172.4K-$337.8K2026-10-27
Compass Financial Management LLC
DECREASED6,4588,676-2,218-26%$228.2K$164.0K-$64.2K2026-10-30
Clayton Financial Group LLC
DECREASED6,4507,680-1,230-16%$203.7K$163.8K-$39.9K2026-10-13
AlphaCore Capital LLC
NEW5,911—+5,911——$150.1K—2026-11-04
Cedar Mountain Advisors, LLC
INCREASED5,3171,445+3,872+268%$38.3K$135.0K+$96.7K2026-10-15
Cranbrook Wealth Management, LLC
UNCHANGED4,8324,83200%$128.1K$122.7K-$5.5K2026-10-28
Brown, Lisle Ings, Inc.
NEW4,500—+4,500——$114.3K—2026-10-16
Signature Equity Partners, LLC
DECREASED4,1634,506-343-8%$119.5K$105.7K-$13.8K2026-10-29
JFS Wealth Advisors, LLC
UNCHANGED3,7943,79400%$100.6K$96.3K-$4.3K2026-11-03
Tounjian Advisory Partners, LLC
DECREASED3,2443,378-134-4%$89.6K$82.4K-$7.2K2026-11-04
Eastern Bank
UNCHANGED2,5112,51100%$66.6K$63.8K-$2.8K2026-10-05
IFP Advisors, Inc
DECREASED2,29135,073-32,782-93%$930.1K$58.2K-$872.0K2026-10-16
MTM Investment Management, LLC
UNCHANGED2,2652,26500%$60.1K$57.5K-$2.6K2026-10-30
RHL Group, LLC
INCREASED1,946769+1,177+153%$20.8K$49.4K+$28.7K2026-11-04
Essential Partners LLC
UNCHANGED1,8891,88900%$50.1K$48.0K-$2.1K2026-10-14
Quest 10 Wealth Builders, Inc.
DECREASED1,8731,890-17-1%$50.1K$47.6K-$2.6K2026-11-02
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED1,77728,761-26,984-94%$762.8K$45.1K-$717.7K2026-10-14
StrongBox Wealth, LLC
UNCHANGED1,5151,51500%$40.2K$38.5K-$1.7K2026-11-02
Kelleher Financial Advisors
NEW1,377—+1,377——$35.0K—2026-10-30
Manchester Capital Management LLC
UNCHANGED1,3571,35700%$36.0K$34.5K-$1.5K2026-10-22
Mather Group, Llc.
UNCHANGED1,1771,17700%$31.2K$29.9K-$1.3K2026-10-14
Global Trust Asset Management, LLC
UNCHANGED1,1341,13400%$30.1K$28.8K-$1.3K2026-10-19
Networth Advisors, LLC
DECREASED1,1171,149-32-3%$30.5K$28.4K-$2.1K2026-11-03
Allspring Global Investments Holdings, LLC
NEW936—+936——$23.7K—2026-11-04
Kingdom Financial Group Llc.
DECREASED826975-149-15%$25.9K$21.0K-$4.9K2026-11-04
Owl Creek Wealth Partners LLC
INCREASED690679+11+2%$18.0K$17.5K-$4902026-10-20
Hazlett, Burt & Watson, Inc.
INCREASED653643+10+2%$17.0K$17-$17.0K2026-11-04
Reicon Wealth Advisors, LLC
UNCHANGED50050000%$13.3K$12.7K-$5652026-11-04
Assetmark, Inc
INCREASED49198+393+401%$2.6K$12.5K+$9.9K2026-10-21
Provenance Wealth Advisors, LLC
NEW473—+473——$12.0K—2026-10-30
Key Capital Management, Inc
DECREASED364368-4-1%$9.8K$9.2K-$5172026-11-03
Nova Financial LLC
NEW286—+286——$7.3K—2026-11-04
Fairway Wealth LLC
NEW149—+149——$3.8K—2026-10-30
Financial Network Wealth Advisors LLC
NEW142—+142——$3.6K—2026-10-28
Morton Brown Family Wealth, LLC
NEW140—+140——$3.6K—2026-10-23
Olistico Wealth, LLC
NEW120—+120——$3.0K—2026-10-05
Montgomery Financial Services LLC
DECREASED119126-7-6%$3.3K$3.0K-$3212026-11-03
Signaturefd, LLC
NEW101—+101——$2.6K—2026-10-23
High Point Wealth Management, LLC
NEW95—+95——$2.4K—2026-11-05
Wolff Wiese Magana LLC
UNCHANGED666600%$1.8K$1.7K-$752026-10-15
TD Private Client Wealth LLC
UNCHANGED656500%$1.7K$1.7K-$742026-10-28
Evolution Wealth Management Inc.
UNCHANGED595900%$1.6K$1.5K-$672026-10-28
Fortitude Family Office, LLC
INCREASED5352+1+2%$1.4K$1.3K-$332026-10-14
Powell Investment Advisors, LLC
UNCHANGED484800%$1.3K$1.2K-$542026-10-22
Silver Grove Financial Group, Inc.
UNCHANGED434300%$1.1K$1.1K-$482026-11-05
Versant Capital Management, Inc
UNCHANGED424200%$1.1K$1.1K-$482026-10-02
Citigroup Inc
NEW37—+37——$939—2026-11-04
Gamma Investing LLC
UNCHANGED202000%$530$508-$222026-10-08
Prairie Wealth Advisors, Inc.
NEW0—0——$1.3M—2026-10-29
Ocean Park Asset Management, LLC
CLOSED03,280,700-3,280,700-100%$87.0M$0-$87.0M2026-10-21
Brick & Kyle, Associates
CLOSED0321,772-321,772-100%$8.4M$0-$8.4M2026-11-05
OmniStar Financial Group, Inc.
CLOSED0180,282-180,282-100%$4.8M$0-$4.8M2026-10-26
Providence First Trust Co
CLOSED059,980-59,980-100%$1.6M$0-$1.6M2026-11-02
Arbor Capital Management Inc
CLOSED049,386-49,386-100%$1.3M$0-$1.3M2026-10-21
Objective Capital Management, LLC
CLOSED029,101-29,101-100%$771.8K$0-$771.8K2026-10-13
HB Wealth Management, LLC
CLOSED028,621-28,621-100%$759.0K$0-$759.0K2026-10-23
Triad Wealth Partners, LLC
CLOSED026,274-26,274-100%$684.4K$0-$684.4K2026-10-26
Compound Planning, Inc.
CLOSED026,021-26,021-100%$690.1K$0-$690.1K2026-11-05
Regions Financial Corp
CLOSED016,042-16,042-100%$425.4K$0-$425.4K2026-11-05
Thayer Financial, L.L.C.
CLOSED014,878-14,878-100%$394.6K$0-$394.6K2026-10-21
Crown Wealth Group, LLC
CLOSED014,517-14,517-100%$385.0K$0-$385.0K2026-10-19
Benedict Financial Advisors Inc
CLOSED011,945-11,945-100%$316.8K$0-$316.8K2026-10-07
Chicago Partners Investment Group LLC
CLOSED010,802-10,802-100%$281.8K$0-$281.8K2026-10-27
Retireful, LLC
CLOSED09,801-9,801-100%$259.9K$0-$259.9K2026-10-09
XML Financial, LLC
CLOSED08,985-8,985-100%$238.3K$0-$238.3K2026-10-29
Scarborough Advisors, LLC
CLOSED08,822-8,822-100%$233.1K$0-$233.1K2026-10-16
Howard Bailey Securities, LLC
CLOSED08,533-8,533-100%$226.3K$0-$226.3K2026-10-27
PW Nova Financial Services LLC
CLOSED07,800-7,800-100%$206.9K$0-$206.9K2026-10-15
Ferguson Shapiro LLC
CLOSED07,622-7,622-100%$202.1K$0-$202.1K2026-10-16
GFS Advisors, LLC
CLOSED07,375-7,375-100%$476.5K$0-$476.5K2026-11-03
Cullen T Bankers, Inc.
CLOSED03,037-3,037-100%$80.5K$0-$80.5K2026-10-28
Centerpoint Advisors, LLC
CLOSED02,794-2,794-100%$74.0K$0-$74.0K2026-11-05
International Assets Investment Management, LLC
CLOSED02,571-2,571-100%$67.7K$0-$67.7K2026-11-02
SYM Financial Corp
CLOSED01,474-1,474-100%$39.1K$0-$39.1K2026-10-26
GHP Investment Advisors, Inc.
CLOSED0854-854-100%$22.6K$0-$22.6K2026-10-15
Pacifica Partners Inc.
CLOSED0743-743-100%$19.6K$0-$19.6K2026-10-09
Physician Wealth Advisors, Inc.
CLOSED000—$1$0-$12026-10-20
Bank of America Corp
N/A—25,058,752-25,058,752-100%$664.6M———
Charles Schwab Investment Management Inc
N/A—23,403,799-23,403,799-100%$620.7M———
Morgan Stanley
N/A—23,231,202-23,231,202-100%$616.1M———
LPL Financial LLC
N/A—21,366,025-21,366,025-100%$566.6M———
Envestnet Asset Management Inc
N/A—13,551,778-13,551,778-100%$359.4M———
Sequoia Financial Advisors, LLC
N/A—12,401,335-12,401,335-100%$328.9M———
HighTower Advisors, LLC
N/A—11,494,387-11,494,387-100%$304.8M———
Wells Fargo & Company
N/A—9,859,536-9,859,536-100%$261.5M———
Raymond James Financial Inc
N/A—7,947,837-7,947,837-100%$210.8M———
Advance Capital Management, Inc.
N/A—7,572,736-7,572,736-100%$200.8M———
AE Wealth Management LLC
N/A—7,451,681-7,451,681-100%$197.6M———
Pure Financial Advisors, LLC
N/A—7,290,629-7,290,629-100%$193.3M———
NewEdge Advisors, LLC
N/A—6,448,357-6,448,357-100%$171.0M———
UBS Group AG
N/A—5,611,008-5,611,008-100%$148.8M———
WCG Wealth Advisors LLC
N/A—5,410,406-5,410,406-100%$143.5M———
United Capital Financial Advisors, LLC
N/A—5,161,831-5,161,831-100%$136.7M———
Waverly Advisors, LLC
N/A—4,417,609-4,417,609-100%$117.2M———
Destination Wealth Management
N/A—4,271,419-4,271,419-100%$113.3M———
Royal Bank of Canada
N/A—4,138,380-4,138,380-100%$109.7M———
Advocacy Wealth Management, LLC
N/A—4,039,522-4,039,522-100%$107.1M———
Bluespring Wealth Management, LLC
N/A—3,639,240-3,639,240-100%$96.5M———
Stratos Wealth Partners, Ltd.
N/A—3,351,391-3,351,391-100%$88.9M———
Horizon Investments, LLC
N/A—3,289,695-3,289,695-100%$86.3M———
Osaic Holdings, Inc.
N/A—3,176,022-3,176,022-100%$84.2M———
Northwestern Mutual Wealth Management Co
N/A—3,168,820-3,168,820-100%$84.0M———
Summit Financial, LLC
N/A—2,847,673-2,847,673-100%$75.5M———
Modern Wealth Management, LLC
N/A—2,780,125-2,780,125-100%$73.7M———
Cetera Investment Advisers
N/A—2,550,369-2,550,369-100%$67.6M———
Falcon Wealth Planning
N/A—2,529,761-2,529,761-100%$67.1M———
Captrust Financial Advisors
N/A—1,895,527-1,895,527-100%$50.3M———
Ellenbecker Investment Group
N/A—1,884,416-1,884,416-100%$50.0M———
Stifel Financial Corp
N/A—1,882,771-1,882,771-100%$49.9M———
RiverFront Investment Group, LLC
N/A—1,874,759-1,874,759-100%$49.7M———
Vickerman Investment Advisors, Inc.
N/A—1,847,265-1,847,265-100%$49.0M———
Ritter Daniher Financial Advisory LLC / de
N/A—1,813,823-1,813,823-100%$48.1M———
GeoWealth Management, LLC
N/A—1,809,414-1,809,414-100%$48.0M———
Stratos Investment Management, LLC
N/A—1,806,183-1,806,183-100%$47.9M———
Kensington Asset Management, LLC
N/A—1,740,431-1,740,431-100%$46.2M———
OneDigital Investment Advisors LLC
N/A—1,718,818-1,718,818-100%$45.6M———
Sunflower Bank, N.A.
N/A—1,702,327-1,702,327-100%$45.1M———
Integrated Wealth Concepts LLC
N/A—1,697,605-1,697,605-100%$45.0M———
Jones Financial Companies Lllp
N/A—1,607,750-1,607,750-100%$42.7M———
Private Advisor Group, LLC
N/A—1,545,743-1,545,743-100%$41.0M———
Crestmont Private Wealth LLC
N/A—1,336,497-1,336,497-100%$35.4M———
Sheridan Capital Management, LLC
N/A—1,335,771-1,335,771-100%$35.4M———
Mutual Advisors, LLC
N/A—1,291,743-1,291,743-100%$34.3M———
Continuum Advisory, LLC
N/A—1,230,054-1,230,054-100%$32.6M———
Mariner, LLC
N/A—1,224,956-1,224,956-100%$32.5M———
Bridgewealth Advisory Group, LLC
N/A—1,201,920-1,201,920-100%$31.9M———
Janney Montgomery Scott LLC
N/A—1,164,979-1,164,979-100%$30.9M———
Berger Financial Group, Inc
N/A—1,143,208-1,143,208-100%$30.3M———
Drake & Associates, LLC
N/A—1,036,295-1,036,295-100%$27.5M———
Essex Financial Services, Inc.
N/A—998,121-998,121-100%$26.5M———
Vance Wealth, LLC
N/A—944,426-944,426-100%$25.0M———
Members Advisory Group LLC
N/A—909,360-909,360-100%$24.1M———
Orion Porfolio Solutions, LLC
N/A—880,493-880,493-100%$23.4M———
First American Trust, FSB
N/A—864,767-864,767-100%$22.9M———
Sanctuary Advisors, LLC
N/A—861,435-861,435-100%$22.8M———
Trajan Wealth LLC
N/A—848,600-848,600-100%$22.5M———
Legacy Financial Advisors, Inc.
N/A—836,433-836,433-100%$22.2M———
MAI Capital Management
N/A—770,116-770,116-100%$20.4M———
CreativeOne Wealth, LLC
N/A—744,439-744,439-100%$19.7M———
Family Manage LLC
N/A—739,391-739,391-100%$19.6M———
Symphony Financial Services, Inc.
N/A—717,840-717,840-100%$19.0M———
EQ Wealth Advisors, LLC
N/A—710,027-710,027-100%$18.8M———
Cary Street Partners Financial LLC
N/A—706,989-706,989-100%$18.7M———
Pinnacle Wealth Management, LLC
N/A—695,219-695,219-100%$18.4M———
Beta Wealth Group, Inc.
N/A—691,099-691,099-100%$18.3M———
Castle Wealth Management LLC
N/A—667,152-667,152-100%$17.7M———
IHT Wealth Management, LLC
N/A—611,946-611,946-100%$16.2M———
Fiduciary Financial Advisors
N/A—607,691-607,691-100%$16.1M———
Astoria Portfolio Advisors Llc.
N/A—578,797-578,797-100%$15.3M———
Gateway Wealth Partners, LLC
N/A—558,957-558,957-100%$14.8M———
Cerity Partners LLC
N/A—555,131-555,131-100%$14.7M———
Stratos Wealth Advisors, LLC
N/A—491,098-491,098-100%$13.0M———
Kelman-Lazarov, Inc.
N/A—489,951-489,951-100%$13.0M———
MJP Associates Inc
N/A—489,335-489,335-100%$13.0M———
Hopwood Nicholas Hunter
N/A—461,330-461,330-100%$12.2M———
Equitable Holdings, Inc.
N/A—451,206-451,206-100%$12.0M———
Pasadena Private Wealth, LLC
N/A—444,116-444,116-100%$11.8M———
Optimus Capital Advisors, LLC
N/A—433,159-433,159-100%$11.5M———
Tidal Investments LLC
N/A—431,764-431,764-100%$11.5M———
LHM, Inc.
N/A—412,593-412,593-100%$10.9M———
Precision Wealth Strategies, LLC
N/A—401,260-401,260-100%$10.6M———
Wayfinding Financial, LLC
N/A—396,619-396,619-100%$10.5M———
Renaissance Technologies LLC
N/A—380,100-380,100-100%$10.1M———
Richard W. Paul & Associates, LLC
N/A—374,816-374,816-100%$9.9M———
Hancock Whitney Corp
N/A—371,308-371,308-100%$9.8M———
J Hagan Capital, Inc.
N/A—369,804-369,804-100%$9.8M———
Bleakley Financial Group, LLC
N/A—364,987-364,987-100%$9.7M———
Private Advisory Group LLC
N/A—363,816-363,816-100%$9.6M———
Great Valley Advisor Group, Inc.
N/A—363,294-363,294-100%$9.6M———
Alexis Investment Partners, LLC
N/A—362,977-362,977-100%$9.7M———
PAX Financial Group, LLC
N/A—353,346-353,346-100%$9.4M———
Founders Financial Alliance, LLC
N/A—344,308-344,308-100%$9.1M———
Capital Analysts, LLC
N/A—343,523-343,523-100%$9.1M———
Rollins Financial Advisors, LLC
N/A—341,376-341,376-100%$9.1M———
Focus Partners Advisor Solutions, LLC
N/A—336,206-336,206-100%$8.9M———
JPMorgan Chase & Co
N/A—334,517-334,517-100%$8.9M———
Harbour Investments, Inc.
N/A—327,937-327,937-100%$8.7M———
Goldman Sachs Group Inc
N/A—318,727-318,727-100%$8.5M———
&partners
N/A—311,937-311,937-100%$8.3M———
Delta Investment Management, LLC
N/A—307,572-307,572-100%$8.2M———
ODonnell Financial Services, LLC
N/A—295,750-295,750-100%$7.8M———
Clearstead Advisors, LLC
N/A—294,792-294,792-100%$7.8M———
Arbor Trust Wealth Advisors, LLC
N/A—286,937-286,937-100%$7.6M———
Coastal Bridge Advisors, LLC
N/A—286,156-286,156-100%$7.6M———
Dakota Wealth Management
N/A—282,691-282,691-100%$7.5M———
Argo Wealth Advisory, LLC
N/A—282,413-282,413-100%$7.5M———
Natixis Advisors, LLC
N/A—273,513-273,513-100%$7.3M———
CarsonAllaria Wealth Management, Ltd.
N/A—272,041-272,041-100%$7.2M———
Hobbs Group Advisors, LLC
N/A—271,562-271,562-100%$7.2M———
J. Mark Nickell & Co.
N/A—271,036-271,036-100%$7.2M———
Beacon Pointe Advisors, LLC
N/A—266,935-266,935-100%$7.1M———
Eldridge Investment Advisors, Inc.
N/A—264,586-264,586-100%$7.0M———
Sharpepoint LLC
N/A—264,513-264,513-100%$7.0M———
NewEdge Wealth, LLC
N/A—263,002-263,002-100%$7.0M———
Gotham Asset Management, LLC
N/A—260,520-260,520-100%$6.9M———
WNY Asset Management, LLC
N/A—254,684-254,684-100%$6.8M———
Bcgm Wealth Management, LLC
N/A—249,054-249,054-100%$6.6M———
Geneos Wealth Management Inc.
N/A—247,423-247,423-100%$6.6M———
Oak Wealth Advisors LLC
N/A—240,569-240,569-100%$6.4M———
Kintra Wealth, LLC
N/A—232,941-232,941-100%$6.1M———
Vermillion & White Wealth Management Group, LLC
N/A—231,757-231,757-100%$6.2M———
AQR Capital Management LLC
N/A—230,160-230,160-100%$6.1M———
PMG Wealth Management, Inc.
N/A—221,881-221,881-100%$5.9M———
Thoroughbred Financial Services, LLC
N/A—221,617-221,617-100%$3.4K———
Brookwood Investment Group LLC
N/A—217,793-217,793-100%$5.8M———
Vestmark Advisory Solutions, Inc.
N/A—216,017-216,017-100%$5.7M———
Matrix Private Capital Group LLC
N/A—215,428-215,428-100%$5.7M———
Jane Street Group, LLC
N/A—211,097-211,097-100%$5.6M———
Centaurus Financial, Inc.
N/A—208,153-208,153-100%$5.5M———
Western Wealth Management, LLC
N/A—205,245-205,245-100%$5.4M———
SlateStone Wealth, LLC
N/A—202,700-202,700-100%$5.4M———
Rockefeller Capital Management L.P.
N/A—202,407-202,407-100%$5.4M———
IAG Wealth Partners, LLC
N/A—198,523-198,523-100%$5.3M———
Keating Financial Advisory Services, Inc.
N/A—198,141-198,141-100%$5.3M———
Palouse Capital Management, Inc.
N/A—197,177-197,177-100%$5.2M———
Merit Financial Group, LLC
N/A—191,881-191,881-100%$5.1M———
Denver Wealth Management, Inc.
N/A—191,761-191,761-100%$5.1M———
Cary Street Partners Investment Advisory LLC
N/A—190,708-190,708-100%$5.1M———
Envestnet Portfolio Solutions, Inc.
N/A—186,106-186,106-100%$4.9M———
Flow Traders U.S. LLC
N/A—181,157-181,157-100%$4.8M———
Money Concepts Capital Corp
N/A—174,004-174,004-100%$4.6M———
Prasad Wealth Partners, LLC
N/A—173,521-173,521-100%$4.6M———
Smith, Moore & Co.
N/A—167,347-167,347-100%$4.4M———
Bank of Montreal
N/A—158,232-158,232-100%$4.2M———
Legacy Capital Group California, Inc.
N/A—157,121-157,121-100%$4.2M———
Stonebridge Financial Planning Group, LLC
N/A—145,012-145,012-100%$3.8M———
Tranquilli Financial Advisor LLC
N/A—139,690-139,690-100%$3.7M———
FAS Wealth Partners, Inc.
N/A—138,434-138,434-100%$3.7M———
Arkadios Wealth Advisors
N/A—137,968-137,968-100%$3.7M———
Medallion Wealth Advisors, LLC
N/A—134,761-134,761-100%$3.6M———
Composition Wealth, LLC
N/A—131,126-131,126-100%$3.5M———
JMG Financial Group, Ltd.
N/A—130,388-130,388-100%$3.5M———
CIBC World Market Inc.
N/A—129,082-129,082-100%$3.4M———
MML Investors Services, LLC
N/A—128,536-128,536-100%$3.4M———
Fiduciary Trust Co
N/A—128,394-128,394-100%$3.4M———
Kingsview Wealth Management, LLC
N/A—126,593-126,593-100%$3.4M———
Slagle Financial, LLC
N/A—124,463-124,463-100%$3.3M———
Wealth Advisors of Iowa, LLC
N/A—120,718-120,718-100%$3.2M———
Sovereign Financial Group, Inc.
N/A—115,903-115,903-100%$3.1M———
Liberty One Investment Management, LLC
N/A—115,274-115,274-100%$3.1M———
Arax Advisory Partners
N/A—107,505-107,505-100%$2.9M———
Mosaic Financial Group, LLC
N/A—102,614-102,614-100%$2.7M———
Savvy Advisors, Inc.
N/A—102,406-102,406-100%$2.7M———
AssuredPartners Investment Advisors, LLC
N/A—99,592-99,592-100%$2.6M———
Sittner & Nelson, LLC
N/A—98,845-98,845-100%$2.6M———
Savant Capital, LLC
N/A—98,545-98,545-100%$2.6M———
OneAscent Financial Services LLC
N/A—96,616-96,616-100%$2.6M———
Daybright Advisory Services, Inc.
N/A—91,632-91,632-100%$2.4M———
Steward Partners Investment Advisory, LLC
N/A—89,475-89,475-100%$2.4M———
Wealthspire Retirement, LLC
N/A—87,640-87,640-100%$2.3M———
Schwallier Wealth Management LLC
N/A—87,637-87,637-100%$2.3M———
Global Retirement Partners, LLC
N/A—86,104-86,104-100%$2.3M———
L & S Advisors Inc
N/A—85,999-85,999-100%$2.3M———
Integrity Wealth Solutions LLC
N/A—83,884-83,884-100%$2.2M———
Impact Partnership Wealth, LLC
N/A—83,593-83,593-100%$2.2M———
Argent Trust Co
N/A—82,482-82,482-100%$2.2M———
Ameritas Advisory Services, LLC
N/A—79,427-79,427-100%$2.1M———
Cozad Asset Management Inc
N/A—79,189-79,189-100%$2.1M———
Immaculate Wealth Management LLC
N/A—78,031-78,031-100%$2.1M———
Menard Financial Group LLC
N/A—77,559-77,559-100%$2.1M———
Hilltop Holdings Inc.
N/A—71,583-71,583-100%$1.9M———
BHK Investment Advisors, LLC
N/A—66,880-66,880-100%$1.8M———
Pinnacle Financial Partners, Inc.
N/A—63,800-63,800-100%$1.7M———
Secured Retirement Advisors, LLC
N/A—63,799-63,799-100%$1.7M———
Benjamin Edwards Inc
N/A—62,571-62,571-100%$1.7M———
Element Wealth, LLC
N/A—61,775-61,775-100%$1.6M———
Smartleaf Asset Management LLC
N/A—61,382-61,382-100%$1.6M———
Arete Wealth Advisors, LLC
N/A—56,845-56,845-100%$1.5M———
Byrne Financial Freedom, LLC
N/A—56,623-56,623-100%$1.5M———
Evergreen Wealth Partners LLC
N/A—56,341-56,341-100%$1.5M———
FreeGulliver LLC
N/A—54,624-54,624-100%$1.4M———
Barnes Wealth Management Group, Inc
N/A—54,431-54,431-100%$1.4M———
Opus Financial Solutions LLC
N/A—52,908-52,908-100%$1.4M———
BFC Planning, Inc.
N/A—52,647-52,647-100%$1.4M———
Ruggaard & Associates LLC
N/A—49,472-49,472-100%$1.3M———
Belpointe Asset Management LLC
N/A—47,455-47,455-100%$1.3M———
Leavell Investment Management, Inc.
N/A—46,822-46,822-100%$1.2M———
SouthState Bank Corp
N/A—44,721-44,721-100%$1.2M———
Focus Partners Wealth
N/A—44,020-44,020-100%$1.2M———
Investment Advisory Group, LLC
N/A—43,994-43,994-100%$1.2M———
Resurgent Financial Advisors LLC
N/A—42,818-42,818-100%$1.1M———
Principal Securities, Inc.
N/A—42,308-42,308-100%$1.1M———
Oxinas Partners, LLC
N/A—39,717-39,717-100%$1.1M———
BlackRock, Inc.
N/A—37,529-37,529-100%$995.3K———
Magnolia Capital Advisors LLC
N/A—35,993-35,993-100%$954.5K———
Glen Eagle Advisors, LLC
N/A—35,679-35,679-100%$946.2K———
National Bank of Canada
N/A—35,312-35,312-100%$935.8K———
Walter & Keenan Wealth Management LLC
N/A—35,155-35,155-100%$932.3K———
Snowden Capital Advisors LLC
N/A—32,850-32,850-100%$871.2K———
Fortis Group Advisors, LLC
N/A—31,856-31,856-100%$844.8K———
Perissos Private Wealth Management, LLC
N/A—30,790-30,790-100%$816.6K———
Valmark Advisers, Inc.
N/A—30,630-30,630-100%$812.3K———
Beckerman Institutional, LLC
N/A—30,350-30,350-100%$804.9K———
World Investment Advisors
N/A—29,878-29,878-100%$783.3K———
Huntington National Bank
N/A—29,816-29,816-100%$790.7K———
Ameriflex Group, Inc.
N/A—28,979-28,979-100%$768.5K———
Timmons Wealth Management, LLC
N/A—26,317-26,317-100%$697.9K———
J. M. Brown & Associates Inc.
N/A—25,796-25,796-100%$684.1K———
GatePass Capital, LLC
N/A—25,503-25,503-100%$676.3K———
Maimon Wealth Management Ltd.
N/A—24,900-24,900-100%$660.3K———
TD Capital Management LLC
N/A—24,790-24,790-100%$657.4K———
Gallagher Fiduciary Advisors, LLC
N/A—24,697-24,697-100%$655.0K———
Level Four Advisory Services, LLC
N/A—24,603-24,603-100%$652.5K———
Peak Asset Management, LLC
N/A—23,272-23,272-100%$617.2K———
Silver OAK Securities, Incorporated
N/A—23,194-23,194-100%$615.1K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—22,955-22,955-100%$608.8K———
Arrowroot Family Office, LLC
N/A—22,894-22,894-100%$607.2K———
Meadowbrook Advisors Group, LLC
N/A—22,845-22,845-100%$605.8K———
Security National Bank of SO DAK
N/A—22,389-22,389-100%$593.8K———
Ausdal Financial Partners, Inc.
N/A—22,021-22,021-100%$584.0K———
Advisor Resource Council
N/A—22,013-22,013-100%$581.8K———
Shelton Capital Management
N/A—21,724-21,724-100%$576.1K———
Hilltop Partners LLC
N/A—21,507-21,507-100%$570.4K———
Channel Wealth LLC
N/A—21,292-21,292-100%$564.7K———
Mercer Global Advisors Inc
N/A—21,246-21,246-100%$563.4K———
Cvfg LLC
N/A—21,237-21,237-100%$563.2K———
Betterment LLC
N/A—20,585-20,585-100%$546.0K———
Swisher Financial Concepts, Inc.
N/A—19,284-19,284-100%$511.4K———
Security National Bank of Sioux City Iowa
N/A—19,281-19,281-100%$511.3K———
OakTrust Wealth Advisors, LLC
N/A—18,777-18,777-100%$498.0K———
Advyzon Investment Management, LLC
N/A—18,629-18,629-100%$494.0K———
LWM Advisory Services, LLC
N/A—18,235-18,235-100%$483.6K———
IFG Advisory, LLC
N/A—18,233-18,233-100%$483.5K———
Foundations Investment Advisors, LLC
N/A—18,047-18,047-100%$478.6K———
Aptus Capital Advisors, LLC
N/A—17,744-17,744-100%$470.6K———
Authentikos Wealth Advisory, LLC
N/A—17,334-17,334-100%$459.7K———
Barnes Pettey Financial Advisors, LLC
N/A—17,238-17,238-100%$457.2K———
Constant Guidance Financial LLC
N/A—16,855-16,855-100%$447.0K———
Proficio Capital Partners LLC
N/A—16,325-16,325-100%$432.9K———
Roundview Capital LLC
N/A—16,184-16,184-100%$429.2K———
Allworth Financial LP
N/A—16,091-16,091-100%$426.7K———
Scotia Capital Inc.
N/A—15,761-15,761-100%$418.0K———
Anchor Investment Management, LLC
N/A—15,307-15,307-100%$406.0K———
Commerce Bank
N/A—14,094-14,094-100%$373.8K———
Advisory Services Network, LLC
N/A—13,899-13,899-100%$368.6K———
Safeguard Investment Advisory Group, LLC
N/A—12,908-12,908-100%$342.3K———
Yukon Wealth Management, Inc.
N/A—12,592-12,592-100%$333.9K———
FMR LLC
N/A—12,241-12,241-100%$324.6K———
Annis Gardner Whiting Capital Advisors, LLC
N/A—11,956-11,956-100%$317.1K———
First Foundation Advisors
N/A—11,939-11,939-100%$316.6K———
HBK Sorce Advisory LLC
N/A—11,916-11,916-100%$312.3K———
Central Trust Co
N/A—11,786-11,786-100%$312.6K———
Westmount Partners, LLC
N/A—11,681-11,681-100%$309.8K———
BCI Securities, Inc.
N/A—11,505-11,505-100%$305.1K———
Pine Valley Investments Ltd Liability Co
N/A—11,421-11,421-100%$302.9K———
Hershey Financial Advisers, LLC
N/A—11,195-11,195-100%$296.9K———
Cura Wealth Advisors, LLC
N/A—10,989-10,989-100%$291.4K———
Axis Wealth Partners, LLC
N/A—10,554-10,554-100%$279.9K———
Nalls Sherbakoff Group, LLC
N/A—10,536-10,536-100%$279.4K———
Johnson Investment Counsel Inc
N/A—9,871-9,871-100%$261.8K———
Hirtle & Co., LLC
N/A—9,256-9,256-100%$245.5K———
Wealthedge Investment Advisors, LLC
N/A—8,336-8,336-100%$221.1K———
Stephens Inc
N/A—8,275-8,275-100%$219.5K———
Stonebridge Financial Group, LLC
N/A—7,544-7,544-100%$200.0K———
Regatta Research & Money Management
N/A—5,984-5,984-100%$158.7K———
Dunhill Financial, LLC
N/A—5,119-5,119-100%$135.8K———
Colonial Trust Co / SC
N/A—3,800-3,800-100%$101.0K———
PNC Financial Services Group, Inc.
N/A—3,300-3,300-100%$87.5K———
Innovative Asset Advisors Group, LLC
N/A—2,719-2,719-100%$72.1K———
Sumitomo Mitsui Financial Group, Inc.
N/A—2,528-2,528-100%$67.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,336-2,336-100%$62.0K———
Harborfront Financial Group LLC
N/A—1,734-1,734-100%$46.0K———
Allianz Asset Management GmbH
N/A—1,560-1,560-100%$41.4K———
Franklin Resources Inc
N/A—1,516-1,516-100%$40.2K———
IMA Advisory Services, Inc.
N/A—1,300-1,300-100%$34.5K———
Ancora Advisors LLCA
N/A—1,278-1,278-100%$33.9K———
Cornerstone Financial Management LLC
N/A—1,060-1,060-100%$28.1K———
Mpwm Advisory Solutions, LLC
N/A—1,000-1,000-100%$26.5K———
Strategic Wealth Partners, Ltd.
N/A—821-821-100%$21.8K———
Tidemark, LLC
N/A—757-757-100%$20.1K———
Qube Research & Technologies Ltd
N/A—628-628-100%$16.7K———
Cbiz Investment Advisory Services, LLC
N/A—594-594-100%$15.6K———
HFM Investment Advisors, LLC
N/A—290-290-100%$7.7K———
Truvestments Capital LLC
N/A—277-277-100%$7.3K———
Aventura Private Wealth, LLC
N/A—274-274-100%$7.3K———
Kerr Financial Planning Corp
N/A—212-212-100%$5.6K———
Elequin Capital, LP
N/A—1-1-100%$27———
Showing 750 of 750 institutions