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Pimco Active Bond Exchange (BOND)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Tectonic Advisors LLC
INCREASED
Shares1,724,091 from 1,670,377
Change+53,714 (+3%)
Value$150.0M (-$4.0M)
Filed 2026-10-22
Heirloom Wealth Management
INCREASED
Shares1,180,767 from 1,156,313
Change+24,454 (+2%)
Value$102.7M (-$3.9M)
Filed 2026-10-14
Thrivent Financial for Lutherans
INCREASED
Shares754,518 from 639,633
Change+114,885 (+18%)
Value$65.5K (-$58.9M)
Filed 2026-11-05
RFG Advisory, LLC
INCREASED
Shares741,266 from 455,902
Change+285,364 (+63%)
Value$64.5M (+$22.4M)
Filed 2026-11-03
Buck Wealth Strategies, LLC
INCREASED
Shares663,566 from 651,556
Change+12,010 (+2%)
Value$57.7M (-$2.4M)
Filed 2026-10-28
FSM Wealth Advisors, LLC
INCREASED
Shares628,266 from 583,033
Change+45,233 (+8%)
Value$54.6M (+$866.3K)
Filed 2026-10-27
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares522,827 from 318,668
Change+204,159 (+64%)
Value$45.4M (+$16.4M)
Filed 2026-10-13
Christian Investment Advisors, Inc.
INCREASED
Shares515,095 from 373,981
Change+141,114 (+38%)
Value$44.8M (+$10.3M)
Filed 2026-11-03
Hudson Capital Management LLC
INCREASED
Shares484,509 from 442,761
Change+41,748 (+9%)
Value$42.1M (+$1.3M)
Filed 2026-10-20
Legacy Private Trust Co.
INCREASED
Shares481,440 from 330,525
Change+150,915 (+46%)
Value$41.9M (+$11.4M)
Filed 2026-10-06
Commonwealth Equity Services, LLC
INCREASED
Shares472,435 from 375,064
Change+97,371 (+26%)
Value$41.1M (+$6.5M)
Filed 2026-11-02
Cooper Financial Group
INCREASED
Shares465,447 from 433,100
Change+32,347 (+7%)
Value$40.5M (+$553.1K)
Filed 2026-10-07
Eclectic Associates Inc
INCREASED
Shares464,481 from 410,428
Change+54,053 (+13%)
Value$40.4M (+$2.6M)
Filed 2026-10-09
Bank of New York Mellon Corp
INCREASED
Shares411,094 from 62,309
Change+348,785 (+560%)
Value$35.8M (+$30.0M)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
DECREASED
Shares362,006 from 602,397
Change-240,391 (-40%)
Value$31.5M (-$24.1M)
Filed 2026-10-16
O'Connor Financial Group LLC
INCREASED
Shares343,751 from 331,895
Change+11,856 (+4%)
Value$29.9M (-$701.1K)
Filed 2026-10-26
Cornerstone Wealth Management, LLC
INCREASED
Shares340,136 from 309,271
Change+30,865 (+10%)
Value$29.6M (+$1.1M)
Filed 2026-11-04
Kestra Advisory Services, LLC
DECREASED
Shares330,861 from 345,148
Change-14,287 (-4%)
Value$28.8M (-$3.0M)
Filed 2026-11-02
Goldstein Advisors, LLC
INCREASED
Shares329,764 from 316,893
Change+12,871 (+4%)
Value$28.7M (-$534.5K)
Filed 2026-10-15
Truist Financial Corp
DECREASED
Shares315,240 from 319,915
Change-4,675 (-1%)
Value$27.4M (-$2.1M)
Filed 2026-10-30
GGM Financial LLC
NEW
Shares266,060
Change+266,060
Value$23.1M
Filed 2026-11-05
Novem Group
INCREASED
Shares262,442 from 245,552
Change+16,890 (+7%)
Value$22.8M (+$187.5K)
Filed 2026-10-19
Southland Equity Partners LLC
DECREASED
Shares259,915 from 270,271
Change-10,356 (-4%)
Value$22.6M (-$2.3M)
Filed 2026-10-14
Exchange Traded Concepts, LLC
INCREASED
Shares253,722 from 226,821
Change+26,901 (+12%)
Value$22.1M (+$1.2M)
Filed 2026-10-28
AdvisorNet Financial, Inc
INCREASED
Shares233,100 from 206,864
Change+26,236 (+13%)
Value$20.3M (+$1.3M)
Filed 2026-10-15
Farther Finance Advisors, LLC
INCREASED
Shares209,458 from 99,664
Change+109,794 (+110%)
Value$18.2M (+$9.0M)
Filed 2026-10-08
McGrath & Associates, Inc.
INCREASED
Shares198,297 from 176,003
Change+22,294 (+13%)
Value$17.2M (+$1.0M)
Filed 2026-10-27
MRA Advisory Group
INCREASED
Shares195,843 from 119,830
Change+76,013 (+63%)
Value$17.0M (+$6.0M)
Filed 2026-10-07
Mullooly Asset Management, Inc.
INCREASED
Shares191,343 from 167,343
Change+24,000 (+14%)
Value$16.6M (+$1.2M)
Filed 2026-10-30
Valley National Advisers Inc
DECREASED
Shares183,964 from 275,604
Change-91,640 (-33%)
Value$16.0M (-$9.4M)
Filed 2026-10-23
Lynch Investment Planning, LLC
DECREASED
Shares183,611 from 210,964
Change-27,353 (-13%)
Value$16.0M (-$3.5M)
Filed 2026-10-27
Atria Investments, Inc
DECREASED
Shares172,416 from 198,667
Change-26,251 (-13%)
Value$15.0M (-$3.3M)
Filed 2026-10-15
Kwmg, LLC
INCREASED
Shares169,327 from 157,067
Change+12,260 (+8%)
Value$14.7M (+$246.6K)
Filed 2026-10-07
Bouvel Investment Partners, LLC
INCREASED
Shares167,865 from 163,263
Change+4,602 (+3%)
Value$14.6M (-$451.9K)
Filed 2026-10-13
Parr Mcknight Wealth Management Group, LLC
INCREASED
Shares163,805 from 157,391
Change+6,414 (+4%)
Value$14.2M (-$263.6K)
Filed 2026-10-30
Asset Allocation Strategies LLC
INCREASED
Shares161,360 from 106,841
Change+54,519 (+51%)
Value$14.0M (+$4.2M)
Filed 2026-10-20
Vicus Capital
INCREASED
Shares155,062 from 145,091
Change+9,971 (+7%)
Value$13.5M (+$110.0K)
Filed 2026-11-05
Acima Private Wealth, LLC
INCREASED
Shares151,802 from 148,379
Change+3,423 (+2%)
Value$13.2M (-$476.8K)
Filed 2026-10-05
MBM Wealth Consultants, LLC
INCREASED
Shares151,017 from 140,381
Change+10,636 (+8%)
Value$13.1M (+$192.4K)
Filed 2026-10-20
Steph & Co
INCREASED
Shares137,499 from 122,003
Change+15,496 (+13%)
Value$12.0M (+$711.1K)
Filed 2026-10-07
Parallel Advisors, LLC
INCREASED
Shares136,912 from 9,766
Change+127,146 (+1302%)
Value$11.9M (+$11.0M)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares136,480 from 121,984
Change+14,496 (+12%)
Value$11.9K (-$11.2M)
Filed 2026-11-02
Vavra Capital Management, LLC
DECREASED
Shares123,220 from 140,315
Change-17,095 (-12%)
Value$10.7M (-$2.2M)
Filed 2026-10-14
Retirement Planning Group, LLC
INCREASED
Shares122,626 from 93,117
Change+29,509 (+32%)
Value$10.7M (+$2.1M)
Filed 2026-10-19
Hutchens & Kramer Investment Management Group, LLC
DECREASED
Shares121,664 from 125,252
Change-3,588 (-3%)
Value$10.6M (-$965.9K)
Filed 2026-10-16
Linscomb Wealth, Inc.
INCREASED
Shares120,171 from 113,461
Change+6,710 (+6%)
Value$10.5M (-$8.6K)
Filed 2026-11-05
Affiance Financial, LLC
DECREASED
Shares119,793 from 126,883
Change-7,090 (-6%)
Value$10.4M (-$1.3M)
Filed 2026-10-15
D.A. Davidson & Co.
DECREASED
Shares117,005 from 135,601
Change-18,596 (-14%)
Value$10.2M (-$2.3M)
Filed 2026-10-28
SimpliFi, Inc.
INCREASED
Shares109,118 from 107,883
Change+1,235 (+1%)
Value$9.5M (-$455.8K)
Filed 2026-10-28
Security Financial Services, Inc.
INCREASED
Shares101,479 from 80,918
Change+20,561 (+25%)
Value$8.8M (+$1.4M)
Filed 2026-10-29
Wealth Alliance Advisory Group, LLC
INCREASED
Shares100,890 from 99,791
Change+1,099 (+1%)
Value$8.8M (-$425.3K)
Filed 2026-10-14
Spectrum Advisors, Inc.
INCREASED
Shares97,503 from 88,272
Change+9,231 (+10%)
Value$8.5M (+$342.2K)
Filed 2026-11-03
Elevation Point Wealth Partners, LLC
DECREASED
Shares96,756 from 196,718
Change-99,962 (-51%)
Value$8.4M (-$9.7M)
Filed 2026-11-05
Fairway Financial, LLC
INCREASED
Shares95,299 from 34,044
Change+61,255 (+180%)
Value$8.3M (+$5.2M)
Filed 2026-10-20
BCS Wealth Management
INCREASED
Shares93,402 from 85,864
Change+7,538 (+9%)
Value$8.1M (+$207.5K)
Filed 2026-11-03
USAdvisors Wealth Management, LLC
INCREASED
Shares89,289 from 85,318
Change+3,971 (+5%)
Value$7.8K (-$7.9M)
Filed 2026-10-21
Catalyst Investment Management LLC
DECREASED
Shares83,519 from 100,438
Change-16,919 (-17%)
Value$7.3M (-$2.0M)
Filed 2026-10-21
Patten & Patten Inc
INCREASED
Shares81,300 from 80,025
Change+1,275 (+2%)
Value$7.1M (-$306.8K)
Filed 2026-10-26
Birchwood Financial Partners, Inc.
INCREASED
Shares80,417 from 61,616
Change+18,801 (+31%)
Value$7.0M (+$1.3M)
Filed 2026-11-02
Treasure Coast Financial Planning
INCREASED
Shares79,890 from 78,311
Change+1,579 (+2%)
Value$6.9M (-$271.5K)
Filed 2026-11-03
Wealthcare Advisory Partners LLC
INCREASED
Shares79,855 from 26,104
Change+53,751 (+206%)
Value$6.9M (+$4.5M)
Filed 2026-10-21
BAM Wealth Management, LLC
INCREASED
Shares78,685 from 70,678
Change+8,007 (+11%)
Value$6.8M (+$327.6K)
Filed 2026-10-15
McAdam, LLC
INCREASED
Shares77,541 from 2,840
Change+74,701 (+2630%)
Value$6.7M (+$6.5M)
Filed 2026-10-21
Halbert Hargrove Global Advisors, LLC
INCREASED
Shares73,956 from 71,174
Change+2,782 (+4%)
Value$6.4M (-$129.6K)
Filed 2026-10-16
Connecticut Wealth Management, LLC
INCREASED
Shares73,538 from 61,348
Change+12,190 (+20%)
Value$6.4M (+$740.2K)
Filed 2026-10-13
Nations Financial Group Inc,
DECREASED
Shares73,069 from 74,135
Change-1,066 (-1%)
Value$6.4M (-$479.7K)
Filed 2026-11-05
Jmac Enterprises LLC
INCREASED
Shares71,646 from 71,064
Change+582 (+1%)
Value$6.2M (-$320.3K)
Filed 2026-10-30
Aviance Capital Partners, LLC
INCREASED
Shares68,714 from 64,141
Change+4,573 (+7%)
Value$6.0M (+$62.9K)
Filed 2026-10-29
Greenwood Capital Associates LLC
INCREASED
Shares67,902 from 36,798
Change+31,104 (+85%)
Value$5.9M (+$2.5M)
Filed 2026-10-27
Koshinski Asset Management, Inc.
INCREASED
Shares67,690 from 63,287
Change+4,403 (+7%)
Value$5.9M (+$52.7K)
Filed 2026-10-29
Selby Wealth Management, LLC
INCREASED
Shares66,883 from 64,045
Change+2,838 (+4%)
Value$5.8M (-$87.4K)
Filed 2026-10-16
Pacifica Partners Inc.
DECREASED
Shares66,616 from 66,778
Change-162 (0%)
Value$5.8M (-$352.6K)
Filed 2026-10-09
Colonial River Investments, LLC
INCREASED
Shares66,378 from 54,537
Change+11,841 (+22%)
Value$5.8M (+$745.4K)
Filed 2026-10-19
Trek Financial, LLC
INCREASED
Shares65,747 from 48,667
Change+17,080 (+35%)
Value$5.7M (+$1.2M)
Filed 2026-10-29
Davenport & Co LLC
INCREASED
Shares65,653 from 63,785
Change+1,868 (+3%)
Value$5.7M (-$170.5K)
Filed 2026-10-14
B. Riley Wealth Advisors, Inc.
DECREASED
Shares64,564 from 79,481
Change-14,917 (-19%)
Value$5.6M (-$1.7M)
Filed 2026-10-13
Total Investment Management Inc
INCREASED
Shares63,439 from 59,160
Change+4,279 (+7%)
Value$5.5M (+$165.2K)
Filed 2026-10-22
Taylor & Morgan Wealth Management, LLC
INCREASED
Shares62,106 from 56,622
Change+5,484 (+10%)
Value$5.4M (+$181.5K)
Filed 2026-10-09
Partners Wealth Management, LLC
NEW
Shares60,399
Change+60,399
Value$5.3M
Filed 2026-10-28
Sagespring Wealth Partners, LLC
DECREASED
Shares59,314 from 84,809
Change-25,495 (-30%)
Value$5.2M (-$2.7M)
Filed 2026-10-22
Del-Sette Capital Management, LLC
INCREASED
Shares58,162 from 51,160
Change+7,002 (+14%)
Value$5.1M (+$342.1K)
Filed 2026-10-23
Lunt Capital Management, Inc.
INCREASED
Shares57,835 from 56,198
Change+1,637 (+3%)
Value$5.0M (-$151.0K)
Filed 2026-10-30
Freedom Financial Partners LLC
INCREASED
Shares57,603 from 54,963
Change+2,640 (+5%)
Value$5.0M (-$57.2K)
Filed 2026-10-19
Advus Financial Partners, LLC
INCREASED
Shares53,523 from 52,994
Change+529 (+1%)
Value$4.7M (-$230.6K)
Filed 2026-10-20
Csenge Advisory Group
INCREASED
Shares53,407 from 53,007
Change+400 (+1%)
Value$4.6M (-$241.9K)
Filed 2026-11-04
Vise Technologies, Inc.
INCREASED
Shares52,928 from 41,056
Change+11,872 (+29%)
Value$4.6M (+$818.5K)
Filed 2026-10-29
Financial Discovery Group Inc
DECREASED
Shares52,909 from 54,104
Change-1,195 (-2%)
Value$4.6M (-$386.4K)
Filed 2026-11-03
Denver PWM, LLC
DECREASED
Shares52,800 from 54,023
Change-1,223 (-2%)
Value$4.6M (-$302.5K)
Filed 2026-10-22
Canvas Wealth Advisors, LLC
NEW
Shares51,449
Change+51,449
Value$4.6M
Filed 2026-11-02
Fifth Third Securities, Inc.
NEW
Shares49,782
Change+49,782
Value$4.3M
Filed 2026-10-21
Avondale Wealth Management
INCREASED
Shares47,649 from 38,267
Change+9,382 (+25%)
Value$4.1M (+$616.4K)
Filed 2026-10-15
University of Texas S AM Investment Management Co
INCREASED
Shares46,312 from 46,310
Change+2 (0%)
Value$4.0M (-$241.7K)
Filed 2026-11-03
Advisor OS, LLC
DECREASED
Shares44,776 from 48,590
Change-3,814 (-8%)
Value$3.9M (-$585.5K)
Filed 2026-11-03
Syverson Strege & Co
DECREASED
Shares44,357 from 51,574
Change-7,217 (-14%)
Value$3.9M (-$897.0K)
Filed 2026-11-02
First Hawaiian Bank
INCREASED
Shares44,007 from 42,045
Change+1,962 (+5%)
Value$3.8M (-$48.8K)
Filed 2026-10-14
Pinnacle Financial Group, LLC / IL
INCREASED
Shares43,338 from 41,648
Change+1,690 (+4%)
Value$3.8M (-$70.4K)
Filed 2026-10-29
21 West Wealth Management LLC
INCREASED
Shares40,674 from 38,776
Change+1,898 (+5%)
Value$3.5M (-$37.3K)
Filed 2026-10-13
Patten Group, Inc.
INCREASED
Shares39,830 from 20,929
Change+18,901 (+90%)
Value$3.5M (+$1.5M)
Filed 2026-10-26
Fiduciary Alliance LLC
INCREASED
Shares39,534 from 38,515
Change+1,019 (+3%)
Value$3.4M (-$112.4K)
Filed 2026-10-13
Elyxium Wealth, LLC
DECREASED
Shares39,511 from 40,712
Change-1,201 (-3%)
Value$3.4M (-$317.0K)
Filed 2026-10-27
Milestone Asset Management, LLC
DECREASED
Shares38,777 from 39,045
Change-268 (-1%)
Value$3.4M (-$227.1K)
Filed 2026-10-15
Wilkerson Advisory Group LLC
INCREASED
Shares37,605 from 33,970
Change+3,635 (+11%)
Value$3.3M (+$138.9K)
Filed 2026-10-20
Titleist Asset Management, LLC
DECREASED
Shares37,599 from 40,092
Change-2,493 (-6%)
Value$3.3M (-$426.1K)
Filed 2026-10-08
Fifth Third Bancorp
DECREASED
Shares37,005 from 52,522
Change-15,517 (-30%)
Value$3.2M (-$1.6M)
Filed 2026-11-05
Essential Planning, Llc.
DECREASED
Shares36,677 from 39,884
Change-3,207 (-8%)
Value$3.2M (-$487.2K)
Filed 2026-10-21
Womack Financial LLC
INCREASED
Shares35,963 from 32,775
Change+3,188 (+10%)
Value$3.1M (+$106.2K)
Filed 2026-10-14
Strategic Blueprint, LLC
INCREASED
Shares35,512 from 26,976
Change+8,536 (+32%)
Value$3.1M (+$601.7K)
Filed 2026-10-22
Maia Wealth LLC
INCREASED
Shares34,880 from 32,370
Change+2,510 (+8%)
Value$3.0M (+$49.4K)
Filed 2026-10-19
Boomfish Wealth Group, LLC
INCREASED
Shares34,217 from 23,455
Change+10,762 (+46%)
Value$3.0M (+$813.7K)
Filed 2026-10-22
First Premier Bank
INCREASED
Shares33,533 from 26,760
Change+6,773 (+25%)
Value$2.9K (+$450)
Filed 2026-10-13
TD Waterhouse Canada Inc.
INCREASED
Shares33,103 from 32,635
Change+468 (+1%)
Value$2.9M (-$118.8K)
Filed 2026-10-16
MFG Investments, LLC
NEW
Shares32,356
Change+32,356
Value$2.8M
Filed 2026-10-30
Iams Wealth Management, LLC
NEW
Shares31,376
Change+31,376
Value$2.7M
Filed 2026-10-15
Roger Wittlin Investment Advisory, LLC
DECREASED
Shares31,019 from 35,759
Change-4,740 (-13%)
Value$2.7M (-$599.0K)
Filed 2026-10-19
Emergent Wealth Advisors, LLC
DECREASED
Shares30,173 from 30,377
Change-204 (-1%)
Value$2.6M (-$176.3K)
Filed 2026-10-09
Apollon Financial, LLC
INCREASED
Shares29,840 from 23,890
Change+5,950 (+25%)
Value$2.6M (+$392.8K)
Filed 2026-10-23
Citigroup Inc
INCREASED
Shares28,981 from 26,618
Change+2,363 (+9%)
Value$2.5M (+$66.6K)
Filed 2026-11-04
Forteris Wealth Management Inc.
INCREASED
Shares28,731 from 28,005
Change+726 (+3%)
Value$2.5M (-$83.0K)
Filed 2026-10-13
Intelligence Driven Advisers, LLC
DECREASED
Shares28,133 from 28,150
Change-17 (0%)
Value$2.4M (-$148.4K)
Filed 2026-10-09
Insight Wealth Partners, LLC
INCREASED
Shares27,303 from 26,129
Change+1,174 (+4%)
Value$2.4M (-$34.2K)
Filed 2026-10-26
Creative Planning
DECREASED
Shares26,002 from 31,015
Change-5,013 (-16%)
Value$2.3M (-$598.0K)
Filed 2026-11-02
Avior Wealth Management, LLC
DECREASED
Shares25,917 from 27,393
Change-1,476 (-5%)
Value$2.3M (-$271.4K)
Filed 2026-10-13
Fortitude Financial, LLC
NEW
Shares25,854
Change+25,854
Value$2.2M
Filed 2026-10-19
IFP Advisors, Inc
INCREASED
Shares25,697 from 25,666
Change+31 (+0%)
Value$2.2M (-$131.3K)
Filed 2026-10-16
Lido Advisors, LLC
INCREASED
Shares25,034 from 22,609
Change+2,425 (+11%)
Value$2.2M (+$92.8K)
Filed 2026-11-04
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares24,790 from 23,127
Change+1,663 (+7%)
Value$2.2M (+$23.9K)
Filed 2026-10-13
J.W. Cole Advisors, Inc.
INCREASED
Shares22,520 from 8,870
Change+13,650 (+154%)
Value$2.0M (+$1.1M)
Filed 2026-11-05
Plancorp, LLC
INCREASED
Shares21,438 from 18,870
Change+2,568 (+14%)
Value$1.9M (+$192.7K)
Filed 2026-11-03
MCF Advisors LLC
DECREASED
Shares21,375 from 22,800
Change-1,425 (-6%)
Value$1.9M (-$243.0K)
Filed 2026-10-28
Signal Advisors Wealth, LLC
DECREASED
Shares20,859 from 21,167
Change-308 (-1%)
Value$1.8M (-$137.3K)
Filed 2026-10-13
Strategic Advisors LLC
DECREASED
Shares20,357 from 26,166
Change-5,809 (-22%)
Value$1.8M (-$641.8K)
Filed 2026-10-13
Brookstone Capital Management
DECREASED
Shares18,653 from 21,200
Change-2,547 (-12%)
Value$1.6M (-$332.2K)
Filed 2026-10-22
Ascent Group, LLC
UNCHANGED
Shares18,312 from 18,312
Change0 (0%)
Value$1.6M (-$95.6K)
Filed 2026-10-30
Waterfront Wealth Inc.
INCREASED
Shares18,009 from 17,206
Change+803 (+5%)
Value$1.6M (+$12.0K)
Filed 2026-11-03
Asset One Wealth Management LLC
INCREASED
Shares17,202 from 16,325
Change+877 (+5%)
Value$1.5M (+$3.8K)
Filed 2026-11-02
J.M. Arbour, LLC
NEW
Shares16,835
Change+16,835
Value$1.5M
Filed 2026-11-05
Ascentis Independent Advisors
NEW
Shares16,757
Change+16,757
Value$1.5M
Filed 2026-11-03
Summit Wealth Group LLC / Co
DECREASED
Shares16,656 from 17,402
Change-746 (-4%)
Value$1.4M (-$155.7K)
Filed 2026-10-29
First Growth Capital LLC
INCREASED
Shares16,623 from 14,164
Change+2,459 (+17%)
Value$1.4M (+$140.0K)
Filed 2026-10-15
Lionsbridge Wealth Management LLC
DECREASED
Shares16,193 from 17,074
Change-881 (-5%)
Value$1.4M (-$165.8K)
Filed 2026-10-26
Independent Financial Group, LLC
INCREASED
Shares15,856 from 15,839
Change+17 (+0%)
Value$1.4M (-$81.2K)
Filed 2026-10-13
Romano Brothers and Company
DECREASED
Shares15,528 from 16,073
Change-545 (-3%)
Value$1.4M (-$131.3K)
Filed 2026-10-22
Oppenheimer & Co Inc
INCREASED
Shares15,008 from 13,349
Change+1,659 (+12%)
Value$1.3M (+$74.6K)
Filed 2026-10-26
Fjell Capital, LLC
INCREASED
Shares14,992 from 14,138
Change+854 (+6%)
Value$1.3M (+$489)
Filed 2026-10-13
Dudley Capital Management, LLC
DECREASED
Shares14,940 from 15,040
Change-100 (-1%)
Value$1.3M (-$87.2K)
Filed 2026-10-23
Krilogy Financial LLC
DECREASED
Shares14,627 from 15,161
Change-534 (-4%)
Value$1.3M (-$126.0K)
Filed 2026-10-13
Perigon Wealth Management, LLC
INCREASED
Shares14,470 from 12,462
Change+2,008 (+16%)
Value$1.3M (+$109.6K)
Filed 2026-10-22
Clear Creek Financial Management, LLC
DECREASED
Shares14,369 from 16,623
Change-2,254 (-14%)
Value$1.2M (-$282.9K)
Filed 2026-10-28
Visionary Wealth Advisors
DECREASED
Shares13,904 from 75,357
Change-61,453 (-82%)
Value$1.2M (-$5.7M)
Filed 2026-11-04
Northwest Financial Advisors
INCREASED
Shares13,718 from 13,692
Change+26 (+0%)
Value$1.2M (-$69.2K)
Filed 2026-10-27
Droms Strauss Advisors Inc
INCREASED
Shares13,661 from 9,180
Change+4,481 (+49%)
Value$1.2M (+$341.8K)
Filed 2026-11-03
Strata Wealth Advisors, LLC
INCREASED
Shares13,483 from 12,050
Change+1,433 (+12%)
Value$1.2M (+$61.8K)
Filed 2026-10-16
Ramiah Investment Group
INCREASED
Shares13,452 from 13,386
Change+66 (+0%)
Value$1.2M (-$64.1K)
Filed 2026-10-20
Beacon Financial Advisory LLC
DECREASED
Shares13,256 from 13,971
Change-715 (-5%)
Value$1.2M (-$135.1K)
Filed 2026-10-16
MFA Wealth Services
INCREASED
Shares13,232 from 12,148
Change+1,084 (+9%)
Value$1.2M (+$30.9K)
Filed 2026-10-14
John W. Brooker & Co., CPAs
DECREASED
Shares13,151 from 15,566
Change-2,415 (-16%)
Value$1.1M (-$291.3K)
Filed 2026-10-21
Fragasso Financial Advisors Inc
DECREASED
Shares12,467 from 13,803
Change-1,336 (-10%)
Value$1.1M (-$188.7K)
Filed 2026-10-13
Steel Grove Capital Advisors, LLC
DECREASED
Shares12,330 from 12,370
Change-40 (0%)
Value$1.1M (-$68.1K)
Filed 2026-10-13
PKS Advisory Services, LLC
UNCHANGED
Shares12,137 from 12,137
Change0 (0%)
Value$1.1M ($0)
Filed 2026-10-26
Fortitude Advisory Group L.L.C.
INCREASED
Shares11,758 from 8,252
Change+3,506 (+42%)
Value$1.0M (+$261.9K)
Filed 2026-10-15
Consilium Wealth Advisory, LLC
UNCHANGED
Shares11,450 from 11,450
Change0 (0%)
Value$996.0K (-$59.8K)
Filed 2026-10-14
Westside Investment Management, Inc.
DECREASED
Shares10,986 from 12,516
Change-1,530 (-12%)
Value$953.7K (-$200.4K)
Filed 2026-11-02
Harmony Asset Management LLC
INCREASED
Shares9,634 from 6,757
Change+2,877 (+43%)
Value$838.0K (+$215.0K)
Filed 2026-10-20
XY Planning Network, Inc.
INCREASED
Shares9,593 from 6,889
Change+2,704 (+39%)
Value$834.5K (+$199.3K)
Filed 2026-10-14
HCR Wealth Advisors
DECREASED
Shares9,578 from 10,753
Change-1,175 (-11%)
Value$833.2K (-$158.3K)
Filed 2026-10-15
Appalachian Capital Management Ltd
DECREASED
Shares9,443 from 9,747
Change-304 (-3%)
Value$821.4K (-$77.3K)
Filed 2026-10-14
Wilmington Savings Fund Society, FSB
DECREASED
Shares9,163 from 9,181
Change-18 (0%)
Value$797.1K (-$49.5K)
Filed 2026-10-23
Leisure Capital Management
INCREASED
Shares8,782 from 7,997
Change+785 (+10%)
Value$763.9K (+$26.5K)
Filed 2026-11-03
Hobart Private Capital, LLC
INCREASED
Shares8,744 from 4,659
Change+4,085 (+88%)
Value$760.6K (+$331.0K)
Filed 2026-10-19
Lionshead Wealth Management, LLC
DECREASED
Shares8,723 from 8,920
Change-197 (-2%)
Value$758.8K (-$63.7K)
Filed 2026-10-21
Macroview Investment Management LLC
INCREASED
Shares8,665 from 7,804
Change+861 (+11%)
Value$753.8K (+$34.2K)
Filed 2026-10-26
Cyndeo Wealth Partners, LLC
DECREASED
Shares8,511 from 17,952
Change-9,441 (-53%)
Value$740.4K (-$915.0K)
Filed 2026-10-16
Winthrop Advisory Group LLC
INCREASED
Shares8,507 from 5,706
Change+2,801 (+49%)
Value$740.0K (+$213.9K)
Filed 2026-10-22
Pinnacle Associates LTD
INCREASED
Shares8,390 from 8,382
Change+8 (+0%)
Value$729.8K (-$43.1K)
Filed 2026-10-20
Beacon Financial Planning, Inc
INCREASED
Shares8,384 from 8,349
Change+35 (+0%)
Value$729.3K (-$40.6K)
Filed 2026-11-04
Signature Estate & Investment Advisors LLC
INCREASED
Shares8,337 from 5,076
Change+3,261 (+64%)
Value$725.3K (+$257.2K)
Filed 2026-10-13
Bright Futures Wealth Management, Llc.
INCREASED
Shares8,183 from 8,098
Change+85 (+1%)
Value$711.9K (-$34.9K)
Filed 2026-10-23
Prospera Financial Services Inc
INCREASED
Shares8,175 from 4,501
Change+3,674 (+82%)
Value$727.7K (+$312.6K)
Filed 2026-11-04
Centerline Wealth Advisors, LLC
DECREASED
Shares7,955 from 30,148
Change-22,193 (-74%)
Value$692.0K (-$2.1M)
Filed 2026-10-15
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares7,909 from 7,901
Change+8 (+0%)
Value$688.0K (-$40.5K)
Filed 2026-10-23
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares7,623 from 7,825
Change-202 (-3%)
Value$663.1K (-$58.4K)
Filed 2026-10-07
Williams & Novak Wealth Management, LLC
DECREASED
Shares7,421 from 10,816
Change-3,395 (-31%)
Value$645.6K (-$351.8K)
Filed 2026-10-09
VestGen Advisors, LLC
INCREASED
Shares7,382 from 6,805
Change+577 (+8%)
Value$642.2K (+$14.7K)
Filed 2026-10-27
Base Wealth Management LLC
DECREASED
Shares7,111 from 7,548
Change-437 (-6%)
Value$618.6K (-$77.4K)
Filed 2026-10-21
D'Orazio & Associates, Inc.
DECREASED
Shares7,018 from 15,730
Change-8,712 (-55%)
Value$610.5K (-$840.0K)
Filed 2026-11-04
1620 Investment Advisors, Inc.
DECREASED
Shares6,900 from 7,756
Change-856 (-11%)
Value$600.2K (-$115.0K)
Filed 2026-11-04
Decker Retirement Planning Inc.
INCREASED
Shares6,816 from 5,752
Change+1,064 (+19%)
Value$592.9K (+$62.6K)
Filed 2026-10-19
FSA Investment Group, LLC
INCREASED
Shares6,767 from 6,696
Change+71 (+1%)
Value$588.7K (-$28.7K)
Filed 2026-10-07
Dynamic Advisor Solutions LLC
INCREASED
Shares6,724 from 6,669
Change+55 (+1%)
Value$584.9K (-$30.0K)
Filed 2026-10-13
Liberty Atlantic Advisors LLC
DECREASED
Shares6,228 from 9,577
Change-3,349 (-35%)
Value$541.8K (-$341.3K)
Filed 2026-10-14
Axxcess Wealth Management, LLC
DECREASED
Shares6,198 from 82,004
Change-75,806 (-92%)
Value$539.2K (-$7.0M)
Filed 2026-10-21
Sage Rhino Capital LLC
INCREASED
Shares6,154 from 5,603
Change+551 (+10%)
Value$535.4K (+$18.7K)
Filed 2026-10-28
Wedbush Securities Inc
DECREASED
Shares5,992 from 9,109
Change-3,117 (-34%)
Value$521 (-$839.5K)
Filed 2026-10-22
Richards, Merrill & Peterson, Inc.
INCREASED
Shares5,969 from 5,916
Change+53 (+1%)
Value$519.2K (-$26.3K)
Filed 2026-10-19
Private Trust Co NA
INCREASED
Shares5,937 from 4,551
Change+1,386 (+30%)
Value$516.5K (+$96.8K)
Filed 2026-10-20
Sherrill & Hutchins Financial Advisory, Inc
INCREASED
Shares5,770 from 5,695
Change+75 (+1%)
Value$501.9K (-$23.2K)
Filed 2026-10-14
Thrive Capital Management, LLC
INCREASED
Shares5,738 from 5,676
Change+62 (+1%)
Value$499.1K (-$24.2K)
Filed 2026-10-28
Sowell Financial Services LLC
DECREASED
Shares5,667 from 5,793
Change-126 (-2%)
Value$492.9K (-$41.2K)
Filed 2026-10-23
Summit Investment Advisory Services, LLC
DECREASED
Shares5,636 from 5,988
Change-352 (-6%)
Value$490.3K (-$61.9K)
Filed 2026-11-03
ACT Advisors, Llc.
INCREASED
Shares5,483 from 4,891
Change+592 (+12%)
Value$477.0K (+$26.0K)
Filed 2026-10-15
Beacon Capital Management, LLC
DECREASED
Shares5,337 from 7,589
Change-2,252 (-30%)
Value$464.3K (-$235.5K)
Filed 2026-10-23
L.K. Benson & Company, P.C.
DECREASED
Shares5,282 from 5,687
Change-405 (-7%)
Value$459.3K (-$65.2K)
Filed 2026-10-23
Mayfair Advisory Group, LLC
DECREASED
Shares5,277 from 5,297
Change-20 (0%)
Value$459.0K (-$20.7K)
Filed 2026-10-20
Flaharty Asset Management, LLC
DECREASED
Shares5,136 from 23,676
Change-18,540 (-78%)
Value$444.5K (-$1.7M)
Filed 2026-11-02
Triumph Capital Management
DECREASED
Shares5,069 from 5,660
Change-591 (-10%)
Value$441.0K (-$80.9K)
Filed 2026-10-14
CIBC Asset Management Inc
UNCHANGED
Shares5,030 from 5,030
Change0 (0%)
Value$437.6K (-$26.3K)
Filed 2026-11-05
United Advisor Group, LLC
INCREASED
Shares4,935 from 4,823
Change+112 (+2%)
Value$429.3K (-$15.4K)
Filed 2026-11-03
Park Avenue Securities LLC
DECREASED
Shares4,730 from 5,609
Change-879 (-16%)
Value$411 (-$516.6K)
Filed 2026-10-26
Kingswood Wealth Advisors, LLC
INCREASED
Shares4,705 from 3,193
Change+1,512 (+47%)
Value$409.3K (+$114.9K)
Filed 2026-10-23
Compass Financial Management LLC
DECREASED
Shares4,246 from 5,437
Change-1,191 (-22%)
Value$369.4K (-$130.1K)
Filed 2026-10-30
Avidian Wealth Enterprises, LLC
INCREASED
Shares4,229 from 3,194
Change+1,035 (+32%)
Value$367.8K (+$73.3K)
Filed 2026-10-08
MBL Wealth, LLC
DECREASED
Shares4,124 from 4,422
Change-298 (-7%)
Value$358.7K (-$49.1K)
Filed 2026-10-22
Creative Financial Designs Inc
DECREASED
Shares4,076 from 4,739
Change-663 (-14%)
Value$354.6K (-$82.4K)
Filed 2026-11-04
Financial Planning Hawaii, Inc.
INCREASED
Shares4,034 from 3,765
Change+269 (+7%)
Value$350.9K (+$3.8K)
Filed 2026-10-13
Procyon Advisors, LLC
DECREASED
Shares3,920 from 5,910
Change-1,990 (-34%)
Value$341.0K (-$204.0K)
Filed 2026-10-21
Endowment Wealth Management, Inc.
INCREASED
Shares3,912 from 2,840
Change+1,072 (+38%)
Value$340.3K (+$78.5K)
Filed 2026-11-03
Elevated Capital Advisors, LLC
DECREASED
Shares3,808 from 27,025
Change-23,217 (-86%)
Value$331.3K (-$2.2M)
Filed 2026-11-04
Keybank National Association
DECREASED
Shares3,797 from 4,097
Change-300 (-7%)
Value$330.3K (-$47.5K)
Filed 2026-11-04
Sendero Wealth Management, LLC
NEW
Shares3,742
Change+3,742
Value$325.5K
Filed 2026-10-14
Rose Capital Advisors LLC
UNCHANGED
Shares3,629 from 3,629
Change0 (0%)
Value$315.7K (-$18.9K)
Filed 2026-11-04
Baker Ellis Asset Management LLC
UNCHANGED
Shares3,600 from 3,600
Change0 (0%)
Value$313.2K (-$18.8K)
Filed 2026-10-14
Mather Group, Llc.
DECREASED
Shares3,510 from 3,521
Change-11 (0%)
Value$305.3K (-$19.3K)
Filed 2026-10-14
ADG Wealth Management Group, LLC
UNCHANGED
Shares3,477 from 3,477
Change0 (0%)
Value$302.5K (-$18.2K)
Filed 2026-10-23
Keystone Wealth Services, LLC
INCREASED
Shares3,452 from 3,412
Change+40 (+1%)
Value$300.5K (-$14.1K)
Filed 2026-11-03
Avaii Wealth Management, LLC
INCREASED
Shares3,444 from 3,228
Change+216 (+7%)
Value$298.0K (+$362)
Filed 2026-10-09
J. Derek Lewis & Associates Inc.
DECREASED
Shares3,425 from 3,525
Change-100 (-3%)
Value$297.9K (-$27.1K)
Filed 2026-11-03
LiftPoint Family Wealth Advisors LLC
DECREASED
Shares3,385 from 5,683
Change-2,298 (-40%)
Value$294.5K (-$229.6K)
Filed 2026-11-03
Apella Capital, LLC
DECREASED
Shares3,253 from 3,305
Change-52 (-2%)
Value$281.6K (-$20.6K)
Filed 2026-10-08
StoneX Group Inc.
INCREASED
Shares3,212 from 2,475
Change+737 (+30%)
Value$283.5K (+$54.9K)
Filed 2026-11-03
Capital Advisors, Ltd. LLC
INCREASED
Shares2,849 from 2,824
Change+25 (+1%)
Value$248 (-$12)
Filed 2026-10-27
Sincerus Advisory, LLC
NEW
Shares2,847
Change+2,847
Value$247.7K
Filed 2026-10-09
Acorn Wealth Advisors, LLC
DECREASED
Shares2,811 from 9,340
Change-6,529 (-70%)
Value$244.5K (-$616.7K)
Filed 2026-10-19
Milestones Private Investment Advisors LLC
UNCHANGED
Shares2,783 from 2,783
Change0 (0%)
Value$242.1K (-$14.5K)
Filed 2026-10-19
Crestwood Advisors Group, LLC
UNCHANGED
Shares2,770 from 2,770
Change0 (0%)
Value$241.0K (-$14.5K)
Filed 2026-10-27
Daymark Wealth Partners, LLC
INCREASED
Shares2,752 from 2,646
Change+106 (+4%)
Value$239.4K (-$4.6K)
Filed 2026-11-04
Stevens Capital Partners
INCREASED
Shares2,747 from 2,712
Change+35 (+1%)
Value$239.0K (-$11.1K)
Filed 2026-10-29
Focused Wealth Management, Inc
DECREASED
Shares2,648 from 2,929
Change-281 (-10%)
Value$230.4K (-$39.7K)
Filed 2026-10-30
Bison Wealth, LLC
UNCHANGED
Shares2,515 from 2,515
Change0 (0%)
Value$218.7K (-$12.3K)
Filed 2026-10-13
Redhawk Wealth Advisors, Inc.
DECREASED
Shares2,465 from 70,613
Change-68,148 (-97%)
Value$214.4K (-$6.3M)
Filed 2026-10-14
Prime Capital Investment Advisors, LLC
DECREASED
Shares2,419 from 2,460
Change-41 (-2%)
Value$210.4K (-$16.4K)
Filed 2026-10-20
Howard Wealth Management, LLC
INCREASED
Shares2,328 from 2,208
Change+120 (+5%)
Value$202.6K (-$1.0K)
Filed 2026-10-28
Legacy Capital Wealth Partners, LLC
DECREASED
Shares2,304 from 2,309
Change-5 (0%)
Value$200.4K (-$12.5K)
Filed 2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED
Shares2,300 from 2,300
Change0 (0%)
Value$200.1K (-$12.0K)
Filed 2026-10-27
US Bancorp \de\
INCREASED
Shares2,269 from 1,179
Change+1,090 (+92%)
Value$197.4K (+$88.7K)
Filed 2026-11-05
Signature Equity Partners, LLC
INCREASED
Shares2,116 from 2,034
Change+82 (+4%)
Value$184.1K (-$3.5K)
Filed 2026-10-29
Key FInancial Inc
UNCHANGED
Shares2,091 from 2,091
Change0 (0%)
Value$181.9K (-$10.9K)
Filed 2026-11-02
Brown, Lisle Ings, Inc.
DECREASED
Shares2,075 from 2,227
Change-152 (-7%)
Value$180.5K (-$24.8K)
Filed 2026-10-16
Wagner Wealth Management, LLC
UNCHANGED
Shares2,066 from 2,066
Change0 (0%)
Value$179.7K (-$10.8K)
Filed 2026-10-21
UMB Private Wealth Management, LLC
NEW
Shares1,950
Change+1,950
Value$169.6K
Filed 2026-10-19
Eastern Bank
INCREASED
Shares1,817 from 50
Change+1,767 (+3534%)
Value$158.1K (+$153.5K)
Filed 2026-10-05
AlphaCore Capital LLC
INCREASED
Shares1,739 from 711
Change+1,028 (+145%)
Value$151.3K (+$85.7K)
Filed 2026-11-04
Larson Financial Group LLC
INCREASED
Shares1,481 from 1,476
Change+5 (+0%)
Value$128.8K (-$7.2K)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
DECREASED
Shares1,403 from 1,912
Change-509 (-27%)
Value$122.0K (-$54.3K)
Filed 2026-10-30
Cullen T Bankers, Inc.
INCREASED
Shares1,393 from 1,008
Change+385 (+38%)
Value$121.2K (+$28.2K)
Filed 2026-10-28
Arlington Trust Co LLC
UNCHANGED
Shares1,381 from 1,381
Change0 (0%)
Value$120.1K (-$7.2K)
Filed 2026-10-20
Goodman Advisory Group, LLC
NEW
Shares1,302
Change+1,302
Value$113.3K
Filed 2026-11-02
EverSource Wealth Advisors, LLC
DECREASED
Shares1,281 from 1,645
Change-364 (-22%)
Value$111.5K (-$40.2K)
Filed 2026-11-04
Lodestone Wealth Management LLC
INCREASED
Shares1,063 from 1,054
Change+9 (+1%)
Value$92.4K (-$4.7K)
Filed 2026-10-14
Security National Bank
UNCHANGED
Shares1,013 from 1,013
Change0 (0%)
Value$88.1K (-$5.3K)
Filed 2026-10-26
Pinnacle Bancorp, Inc.
UNCHANGED
Shares1,006 from 1,006
Change0 (0%)
Value$87.5K (-$5.3K)
Filed 2026-10-21
CX Institutional
DECREASED
Shares921 from 1,081
Change-160 (-15%)
Value$80 (-$20)
Filed 2026-10-02
Golden State Wealth Management, LLC
INCREASED
Shares830 from 828
Change+2 (+0%)
Value$72.2K (-$4.2K)
Filed 2026-11-02
Elevation Wealth Partners, LLC
INCREASED
Shares819 from 809
Change+10 (+1%)
Value$71.3K (-$3.3K)
Filed 2026-10-07
Bangor Savings Bank
NEW
Shares812
Change+812
Value$70.6K
Filed 2026-10-06
Trust Co of Vermont
UNCHANGED
Shares780 from 780
Change0 (0%)
Value$67.9K (-$4.1K)
Filed 2026-10-21
Redwood Park Advisors LLC
INCREASED
Shares778 from 774
Change+4 (+1%)
Value$67.6K (-$3.8K)
Filed 2026-11-02
Your Advocates Ltd., LLP
DECREASED
Shares721 from 1,220
Change-499 (-41%)
Value$62.7K (-$49.8K)
Filed 2026-11-03
Bullock Wealth Management Group
INCREASED
Shares699 from 177
Change+522 (+295%)
Value$60.6K (+$44.4K)
Filed 2026-10-09
Evolution Wealth Management Inc.
UNCHANGED
Shares657 from 657
Change0 (0%)
Value$57.2K (-$3.4K)
Filed 2026-10-28
Blue Trust, Inc.
NEW
Shares600
Change+600
Value$52.2K
Filed 2026-10-15
Flagship Wealth Advisors, LLC
INCREASED
Shares581 from 573
Change+8 (+1%)
Value$50.5K (-$2.3K)
Filed 2026-11-03
Register Financial Advisors LLC
INCREASED
Shares519 from 516
Change+3 (+1%)
Value$45.1K (-$2.4K)
Filed 2026-10-23
Parkside Financial Bank & Trust
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$43.5K (-$2.6K)
Filed 2026-10-27
SYM Financial Corp
DECREASED
Shares462 from 739
Change-277 (-37%)
Value$40.2K (-$28.0K)
Filed 2026-10-26
Avion Wealth
UNCHANGED
Shares428 from 428
Change0 (0%)
Value$37 (-$2)
Filed 2026-11-04
CoreCap Advisors, LLC
DECREASED
Shares370 from 380
Change-10 (-3%)
Value$32.2K (-$2.9K)
Filed 2026-10-08
Latitude Advisors, LLC
NEW
Shares348
Change+348
Value$30.3K
Filed 2026-10-27
Independence Bank of Kentucky
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$28.3K (-$1.7K)
Filed 2026-10-26
Spire Wealth Management
UNCHANGED
Shares295 from 295
Change0 (0%)
Value$25.7K (-$1.5K)
Filed 2026-10-30
Cape Investment Advisory, Inc.
DECREASED
Shares275 from 295
Change-20 (-7%)
Value$23.9K (-$3.3K)
Filed 2026-10-13
Silver Grove Financial Group, Inc.
INCREASED
Shares249 from 239
Change+10 (+4%)
Value$21.7K (-$377)
Filed 2026-11-05
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares246 from 246
Change0 (0%)
Value$21.4K (-$1.3K)
Filed 2026-11-02
First Bancorp, Inc
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$19.6K (-$1.2K)
Filed 2026-10-26
Southern Michigan Bank & Trust
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$19.6K (-$1.2K)
Filed 2026-10-19
Farmers & Merchants Investments Inc
UNCHANGED
Shares220 from 220
Change0 (0%)
Value$19.1K (-$1.1K)
Filed 2026-10-22
Tounjian Advisory Partners, LLC
INCREASED
Shares199 from 107
Change+92 (+86%)
Value$17.3K (+$7.5K)
Filed 2026-11-04
Kroeger Financial Partners
DECREASED
Shares119 from 128
Change-9 (-7%)
Value$10.4K (-$1.5K)
Filed 2026-10-19
Cedar Mountain Advisors, LLC
DECREASED
Shares114 from 641
Change-527 (-82%)
Value$9.9K (-$49.3K)
Filed 2026-10-15
Assetmark, Inc
DECREASED
Shares98 from 1,938
Change-1,840 (-95%)
Value$8.5K (-$170.2K)
Filed 2026-10-21
Birch Financial Group, LLC
NEW
Shares95
Change+95
Value$8.2K
Filed 2026-10-27
Key Capital Management, Inc
UNCHANGED
Shares69 from 69
Change0 (0%)
Value$6.0K (-$360)
Filed 2026-11-03
Root Financial Partners, LLC
NEW
Shares43
Change+43
Value$3.7K
Filed 2026-10-21
Wolff Wiese Magana LLC
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$3.3K (-$198)
Filed 2026-10-15
Caldwell Trust Co
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$3.0K (-$177)
Filed 2026-10-30
GS Investments, Inc.
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$2.3K (-$135)
Filed 2026-11-05
High Point Wealth Management, LLC
NEW
Shares24
Change+24
Value$2.1K
Filed 2026-11-05
Mainstream Capital Management LLC
NEW
Shares22
Change+22
Value$1.9K
Filed 2026-10-23
Bfsg, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.8K (-$107)
Filed 2026-10-30
Central Pacific Bank - Trust Division
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$870 (-$52)
Filed 2026-10-06
Provenance Wealth Advisors, LLC
NEW
Shares9
Change+9
Value$783
Filed 2026-10-30
POM Investment Strategies, LLC
NEW
Shares8
Change+8
Value$696
Filed 2026-10-20
Blueline Advisors LLC
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$696 (-$42)
Filed 2026-10-15
Versant Capital Management, Inc
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$696 (-$42)
Filed 2026-10-02
Ocean Park Asset Management, LLC
CLOSED
Shares0 from 204,100
Change-204,100 (-100%)
Value$0 (-$18.8M)
Filed 2026-10-21
PFG Advisors
CLOSED
Shares0 from 37,827
Change-37,827 (-100%)
Value$0 (-$3.5M)
Filed 2026-10-16
Triad Wealth Partners, LLC
CLOSED
Shares0 from 13,290
Change-13,290 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-26
Capital Management Associates, Inc
CLOSED
Shares0 from 7,444
Change-7,444 (-100%)
Value$0 (-$686.4K)
Filed 2026-10-20
Sigma Planning Corp
CLOSED
Shares0 from 3,728
Change-3,728 (-100%)
Value$0 (-$343.7K)
Filed 2026-10-23
Founders Financial Securities LLC
CLOSED
Shares0 from 3,480
Change-3,480 (-100%)
Value$0 (-$320.8K)
Filed 2026-10-28
Choreo, LLC
CLOSED
Shares0 from 2,863
Change-2,863 (-100%)
Value$0 (-$264.0K)
Filed 2026-10-28
Lantern Wealth Advisors, LLC
CLOSED
Shares0 from 2,388
Change-2,388 (-100%)
Value$0 (-$220.2K)
Filed 2026-10-22
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 2,359
Change-2,359 (-100%)
Value$0 (-$217.6K)
Filed 2026-10-26
Allen Capital Group, LLC
CLOSED
Shares0 from 2,238
Change-2,238 (-100%)
Value$0 (-$206.4K)
Filed 2026-10-27
Farmers & Merchants Trust Co of Long Beach
CLOSED
Shares0 from 2,206
Change-2,206 (-100%)
Value$0 (-$203.4K)
Filed 2026-10-22
Legacy Advisory Services, LLC
CLOSED
Shares0 from 2,200
Change-2,200 (-100%)
Value$0 (-$202.9K)
Filed 2026-10-20
International Assets Investment Management, LLC
CLOSED
Shares0 from 501
Change-501 (-100%)
Value$0 (-$45.9K)
Filed 2026-11-02
Cornerstone Planning Group LLC
CLOSED
Shares0 from 450
Change-450 (-100%)
Value$0 (-$40.8K)
Filed 2026-10-16
Ashton Thomas Private Wealth, LLC
CLOSED
Shares0 from 249
Change-249 (-100%)
Value$0 (-$23.0K)
Filed 2026-11-03
Kingdom Financial Group Llc.
CLOSED
Shares0 from 242
Change-242 (-100%)
Value$0 (-$22.3K)
Filed 2026-11-04
Archer Investment Corp
CLOSED
Shares0 from 206
Change-206 (-100%)
Value$0 (-$19.0K)
Filed 2026-11-05
Beacon Investment Advisory Services, Inc.
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$18.4K)
Filed 2026-10-13
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 164
Change-164 (-100%)
Value$0 (-$15.1K)
Filed 2026-11-04
Networth Advisors, LLC
CLOSED
Shares0 from 81
Change-81 (-100%)
Value$0 (-$7.5K)
Filed 2026-11-03
Lloyd Advisory Services, Llc.
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$556)
Filed 2026-11-02
Mascoma Wealth Management LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$91)
Filed 2026-10-23
Morgan Stanley
N/A
Shares— from 3,983,835
Change-3,983,835 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 3,827,606
Change-3,827,606 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,871,675
Change-2,871,675 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,787,919
Change-2,787,919 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,249,290
Change-2,249,290 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,843,273
Change-1,843,273 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,839,221
Change-1,839,221 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 1,835,711
Change-1,835,711 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,796,810
Change-1,796,810 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 1,474,136
Change-1,474,136 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 1,347,216
Change-1,347,216 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 1,332,448
Change-1,332,448 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,293,060
Change-1,293,060 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 1,243,907
Change-1,243,907 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,168,467
Change-1,168,467 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 991,278
Change-991,278 (-100%)
Value—
UBS Group AG
N/A
Shares— from 946,854
Change-946,854 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 905,609
Change-905,609 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 798,729
Change-798,729 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 654,022
Change-654,022 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 639,932
Change-639,932 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 569,047
Change-569,047 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 566,667
Change-566,667 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 553,056
Change-553,056 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 545,883
Change-545,883 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 478,289
Change-478,289 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 471,968
Change-471,968 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 407,558
Change-407,558 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 383,537
Change-383,537 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 365,565
Change-365,565 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 310,214
Change-310,214 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 294,771
Change-294,771 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 275,358
Change-275,358 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 273,591
Change-273,591 (-100%)
Value—
Stadion Money Management, LLC
N/A
Shares— from 269,366
Change-269,366 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 266,083
Change-266,083 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 239,458
Change-239,458 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 238,153
Change-238,153 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 232,879
Change-232,879 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 229,015
Change-229,015 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 224,828
Change-224,828 (-100%)
Value—
Crestmont Private Wealth LLC
N/A
Shares— from 222,787
Change-222,787 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 205,161
Change-205,161 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 195,617
Change-195,617 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 190,661
Change-190,661 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 179,754
Change-179,754 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 178,115
Change-178,115 (-100%)
Value—
Nest Investments, LLC
N/A
Shares— from 170,171
Change-170,171 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 161,457
Change-161,457 (-100%)
Value—
Hopwood Nicholas Hunter
N/A
Shares— from 160,276
Change-160,276 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 159,697
Change-159,697 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 157,929
Change-157,929 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 155,402
Change-155,402 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 153,482
Change-153,482 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 141,982
Change-141,982 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 138,203
Change-138,203 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 137,698
Change-137,698 (-100%)
Value—
Sheridan Capital Management, LLC
N/A
Shares— from 135,205
Change-135,205 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 132,988
Change-132,988 (-100%)
Value—
Gould Asset Management LLC
N/A
Shares— from 130,793
Change-130,793 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 126,871
Change-126,871 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 126,136
Change-126,136 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 123,642
Change-123,642 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 119,350
Change-119,350 (-100%)
Value—
&partners
N/A
Shares— from 117,170
Change-117,170 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 115,422
Change-115,422 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 111,468
Change-111,468 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 102,997
Change-102,997 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 102,805
Change-102,805 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 101,466
Change-101,466 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 100,100
Change-100,100 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 96,582
Change-96,582 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 86,174
Change-86,174 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 82,561
Change-82,561 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 81,818
Change-81,818 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 80,913
Change-80,913 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 78,314
Change-78,314 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 77,820
Change-77,820 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 77,569
Change-77,569 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 69,937
Change-69,937 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 66,962
Change-66,962 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 66,491
Change-66,491 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 62,190
Change-62,190 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 60,685
Change-60,685 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 59,299
Change-59,299 (-100%)
Value—
Secured Retirement Advisors, LLC
N/A
Shares— from 57,389
Change-57,389 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 55,028
Change-55,028 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 53,458
Change-53,458 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 53,012
Change-53,012 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 51,549
Change-51,549 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 50,862
Change-50,862 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 50,432
Change-50,432 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 48,568
Change-48,568 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 47,592
Change-47,592 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 46,670
Change-46,670 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 46,264
Change-46,264 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 46,042
Change-46,042 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 46,025
Change-46,025 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 43,685
Change-43,685 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 42,911
Change-42,911 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 41,507
Change-41,507 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 40,972
Change-40,972 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 40,597
Change-40,597 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 38,473
Change-38,473 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 37,187
Change-37,187 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 37,020
Change-37,020 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 36,850
Change-36,850 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 36,339
Change-36,339 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 35,849
Change-35,849 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 35,460
Change-35,460 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 35,020
Change-35,020 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 34,733
Change-34,733 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 33,327
Change-33,327 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 32,523
Change-32,523 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 32,298
Change-32,298 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 28,593
Change-28,593 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 26,634
Change-26,634 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 25,396
Change-25,396 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 24,986
Change-24,986 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 24,366
Change-24,366 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 23,746
Change-23,746 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 23,313
Change-23,313 (-100%)
Value—
Menard Financial Group LLC
N/A
Shares— from 22,649
Change-22,649 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 21,910
Change-21,910 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 20,992
Change-20,992 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 17,497
Change-17,497 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 17,432
Change-17,432 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 17,205
Change-17,205 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 16,877
Change-16,877 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 16,825
Change-16,825 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 15,941
Change-15,941 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 15,751
Change-15,751 (-100%)
Value—
Opus Financial Solutions LLC
N/A
Shares— from 13,782
Change-13,782 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 13,766
Change-13,766 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 13,364
Change-13,364 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 13,151
Change-13,151 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 12,616
Change-12,616 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 12,542
Change-12,542 (-100%)
Value—
Betterment LLC
N/A
Shares— from 12,453
Change-12,453 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 11,742
Change-11,742 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 11,492
Change-11,492 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 11,214
Change-11,214 (-100%)
Value—
Aristides Capital LLC
N/A
Shares— from 11,078
Change-11,078 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 11,060
Change-11,060 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 10,896
Change-10,896 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 10,666
Change-10,666 (-100%)
Value—
Blair William & Co
N/A
Shares— from 10,167
Change-10,167 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 10,156
Change-10,156 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 10,147
Change-10,147 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 10,025
Change-10,025 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 9,833
Change-9,833 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 9,399
Change-9,399 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 8,874
Change-8,874 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 8,745
Change-8,745 (-100%)
Value—
Summitpoint Capital Management
N/A
Shares— from 8,335
Change-8,335 (-100%)
Value—
HBK Sorce Advisory LLC
N/A
Shares— from 8,293
Change-8,293 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 8,285
Change-8,285 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 8,040
Change-8,040 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 7,978
Change-7,978 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 7,769
Change-7,769 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 7,658
Change-7,658 (-100%)
Value—
Arbor Trust Wealth Advisors, LLC
N/A
Shares— from 7,593
Change-7,593 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 7,564
Change-7,564 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 7,386
Change-7,386 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 7,203
Change-7,203 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 7,116
Change-7,116 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 7,043
Change-7,043 (-100%)
Value—
American Trust
N/A
Shares— from 6,909
Change-6,909 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 6,716
Change-6,716 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 6,653
Change-6,653 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 6,595
Change-6,595 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 6,526
Change-6,526 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 6,503
Change-6,503 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 6,188
Change-6,188 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 6,037
Change-6,037 (-100%)
Value—
Brasada Capital Management, LP
N/A
Shares— from 5,546
Change-5,546 (-100%)
Value—
Hilltop Wealth Advisors, LLC
N/A
Shares— from 5,406
Change-5,406 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 5,308
Change-5,308 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 5,280
Change-5,280 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 5,134
Change-5,134 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 5,089
Change-5,089 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 5,079
Change-5,079 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 5,062
Change-5,062 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 4,982
Change-4,982 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 4,948
Change-4,948 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 4,891
Change-4,891 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 4,632
Change-4,632 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 4,404
Change-4,404 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 4,366
Change-4,366 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 4,200
Change-4,200 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 4,050
Change-4,050 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 4,046
Change-4,046 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 3,971
Change-3,971 (-100%)
Value—
EQ LLC
N/A
Shares— from 3,791
Change-3,791 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 3,727
Change-3,727 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 3,722
Change-3,722 (-100%)
Value—
Twin Peaks Wealth Advisors, LLC
N/A
Shares— from 3,448
Change-3,448 (-100%)
Value—
Widmann Financial Services, Inc.
N/A
Shares— from 3,380
Change-3,380 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 3,256
Change-3,256 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 3,243
Change-3,243 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 3,162
Change-3,162 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 3,111
Change-3,111 (-100%)
Value—
Artemis Wealth Advisors, LLC
N/A
Shares— from 3,105
Change-3,105 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 3,051
Change-3,051 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 3,001
Change-3,001 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
BCR Wealth Strategies, LLC
N/A
Shares— from 2,893
Change-2,893 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 2,837
Change-2,837 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 2,805
Change-2,805 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 2,741
Change-2,741 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,547
Change-2,547 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 2,546
Change-2,546 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 2,533
Change-2,533 (-100%)
Value—
PCM Encore, LLC
N/A
Shares— from 2,502
Change-2,502 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 2,425
Change-2,425 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 2,317
Change-2,317 (-100%)
Value—
Round Rock Advisors LLC
N/A
Shares— from 2,223
Change-2,223 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 2,217
Change-2,217 (-100%)
Value—
Sumitomo Mitsui Financial Group, Inc.
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 981
Change-981 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 917
Change-917 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 839
Change-839 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 812
Change-812 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 732
Change-732 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 632
Change-632 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 610
Change-610 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 582
Change-582 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 437
Change-437 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 380
Change-380 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 333
Change-333 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 276
Change-276 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 246
Change-246 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 229
Change-229 (-100%)
Value—
FMR LLC
N/A
Shares— from 198
Change-198 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 187
Change-187 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 131
Change-131 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 126
Change-126 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 88
Change-88 (-100%)
Value—
NBH Bank
N/A
Shares— from 86
Change-86 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 72
Change-72 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 52
Change-52 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Tectonic Advisors LLC
INCREASED1,724,0911,670,377+53,714+3%$154.0M$150.0M-$4.0M2026-10-22
Heirloom Wealth Management
INCREASED1,180,7671,156,313+24,454+2%$106.6M$102.7M-$3.9M2026-10-14
Thrivent Financial for Lutherans
INCREASED754,518639,633+114,885+18%$59.0M$65.5K-$58.9M2026-11-05
RFG Advisory, LLC
INCREASED741,266455,902+285,364+63%$42.0M$64.5M+$22.4M2026-11-03
Buck Wealth Strategies, LLC
INCREASED663,566651,556+12,010+2%$60.1M$57.7M-$2.4M2026-10-28
FSM Wealth Advisors, LLC
INCREASED628,266583,033+45,233+8%$53.8M$54.6M+$866.3K2026-10-27
Wealth Enhancement Advisory Services, LLC
INCREASED522,827318,668+204,159+64%$29.1M$45.4M+$16.4M2026-10-13
Christian Investment Advisors, Inc.
INCREASED515,095373,981+141,114+38%$34.5M$44.8M+$10.3M2026-11-03
Hudson Capital Management LLC
INCREASED484,509442,761+41,748+9%$40.8M$42.1M+$1.3M2026-10-20
Legacy Private Trust Co.
INCREASED481,440330,525+150,915+46%$30.5M$41.9M+$11.4M2026-10-06
Commonwealth Equity Services, LLC
INCREASED472,435375,064+97,371+26%$34.6M$41.1M+$6.5M2026-11-02
Cooper Financial Group
INCREASED465,447433,100+32,347+7%$39.9M$40.5M+$553.1K2026-10-07
Eclectic Associates Inc
INCREASED464,481410,428+54,053+13%$37.8M$40.4M+$2.6M2026-10-09
Bank of New York Mellon Corp
INCREASED411,09462,309+348,785+560%$5.7M$35.8M+$30.0M2026-11-05
Concurrent Investment Advisors, LLC
DECREASED362,006602,397-240,391-40%$55.5M$31.5M-$24.1M2026-10-16
O'Connor Financial Group LLC
INCREASED343,751331,895+11,856+4%$30.6M$29.9M-$701.1K2026-10-26
Cornerstone Wealth Management, LLC
INCREASED340,136309,271+30,865+10%$28.5M$29.6M+$1.1M2026-11-04
Kestra Advisory Services, LLC
DECREASED330,861345,148-14,287-4%$31.8M$28.8M-$3.0M2026-11-02
Goldstein Advisors, LLC
INCREASED329,764316,893+12,871+4%$29.2M$28.7M-$534.5K2026-10-15
Truist Financial Corp
DECREASED315,240319,915-4,675-1%$29.5M$27.4M-$2.1M2026-10-30
GGM Financial LLC
NEW266,060—+266,060——$23.1M—2026-11-05
Novem Group
INCREASED262,442245,552+16,890+7%$22.6M$22.8M+$187.5K2026-10-19
Southland Equity Partners LLC
DECREASED259,915270,271-10,356-4%$24.9M$22.6M-$2.3M2026-10-14
Exchange Traded Concepts, LLC
INCREASED253,722226,821+26,901+12%$20.9M$22.1M+$1.2M2026-10-28
AdvisorNet Financial, Inc
INCREASED233,100206,864+26,236+13%$19.1M$20.3M+$1.3M2026-10-15
Farther Finance Advisors, LLC
INCREASED209,45899,664+109,794+110%$9.2M$18.2M+$9.0M2026-10-08
McGrath & Associates, Inc.
INCREASED198,297176,003+22,294+13%$16.2M$17.2M+$1.0M2026-10-27
MRA Advisory Group
INCREASED195,843119,830+76,013+63%$11.0M$17.0M+$6.0M2026-10-07
Mullooly Asset Management, Inc.
INCREASED191,343167,343+24,000+14%$15.4M$16.6M+$1.2M2026-10-30
Valley National Advisers Inc
DECREASED183,964275,604-91,640-33%$25.4M$16.0M-$9.4M2026-10-23
Lynch Investment Planning, LLC
DECREASED183,611210,964-27,353-13%$19.5M$16.0M-$3.5M2026-10-27
Atria Investments, Inc
DECREASED172,416198,667-26,251-13%$18.3M$15.0M-$3.3M2026-10-15
Kwmg, LLC
INCREASED169,327157,067+12,260+8%$14.5M$14.7M+$246.6K2026-10-07
Bouvel Investment Partners, LLC
INCREASED167,865163,263+4,602+3%$15.1M$14.6M-$451.9K2026-10-13
Parr Mcknight Wealth Management Group, LLC
INCREASED163,805157,391+6,414+4%$14.5M$14.2M-$263.6K2026-10-30
Asset Allocation Strategies LLC
INCREASED161,360106,841+54,519+51%$9.9M$14.0M+$4.2M2026-10-20
Vicus Capital
INCREASED155,062145,091+9,971+7%$13.4M$13.5M+$110.0K2026-11-05
Acima Private Wealth, LLC
INCREASED151,802148,379+3,423+2%$13.7M$13.2M-$476.8K2026-10-05
MBM Wealth Consultants, LLC
INCREASED151,017140,381+10,636+8%$12.9M$13.1M+$192.4K2026-10-20
Steph & Co
INCREASED137,499122,003+15,496+13%$11.2M$12.0M+$711.1K2026-10-07
Parallel Advisors, LLC
INCREASED136,9129,766+127,146+1302%$900.5K$11.9M+$11.0M2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED136,480121,984+14,496+12%$11.2M$11.9K-$11.2M2026-11-02
Vavra Capital Management, LLC
DECREASED123,220140,315-17,095-12%$12.9M$10.7M-$2.2M2026-10-14
Retirement Planning Group, LLC
INCREASED122,62693,117+29,509+32%$8.6M$10.7M+$2.1M2026-10-19
Hutchens & Kramer Investment Management Group, LLC
DECREASED121,664125,252-3,588-3%$11.5M$10.6M-$965.9K2026-10-16
Linscomb Wealth, Inc.
INCREASED120,171113,461+6,710+6%$10.5M$10.5M-$8.6K2026-11-05
Affiance Financial, LLC
DECREASED119,793126,883-7,090-6%$11.7M$10.4M-$1.3M2026-10-15
D.A. Davidson & Co.
DECREASED117,005135,601-18,596-14%$12.5M$10.2M-$2.3M2026-10-28
SimpliFi, Inc.
INCREASED109,118107,883+1,235+1%$9.9M$9.5M-$455.8K2026-10-28
Security Financial Services, Inc.
INCREASED101,47980,918+20,561+25%$7.5M$8.8M+$1.4M2026-10-29
Wealth Alliance Advisory Group, LLC
INCREASED100,89099,791+1,099+1%$9.2M$8.8M-$425.3K2026-10-14
Spectrum Advisors, Inc.
INCREASED97,50388,272+9,231+10%$8.1M$8.5M+$342.2K2026-11-03
Elevation Point Wealth Partners, LLC
DECREASED96,756196,718-99,962-51%$18.1M$8.4M-$9.7M2026-11-05
Fairway Financial, LLC
INCREASED95,29934,044+61,255+180%$3.1M$8.3M+$5.2M2026-10-20
BCS Wealth Management
INCREASED93,40285,864+7,538+9%$7.9M$8.1M+$207.5K2026-11-03
USAdvisors Wealth Management, LLC
INCREASED89,28985,318+3,971+5%$7.9M$7.8K-$7.9M2026-10-21
Catalyst Investment Management LLC
DECREASED83,519100,438-16,919-17%$9.3M$7.3M-$2.0M2026-10-21
Patten & Patten Inc
INCREASED81,30080,025+1,275+2%$7.4M$7.1M-$306.8K2026-10-26
Birchwood Financial Partners, Inc.
INCREASED80,41761,616+18,801+31%$5.7M$7.0M+$1.3M2026-11-02
Treasure Coast Financial Planning
INCREASED79,89078,311+1,579+2%$7.2M$6.9M-$271.5K2026-11-03
Wealthcare Advisory Partners LLC
INCREASED79,85526,104+53,751+206%$2.4M$6.9M+$4.5M2026-10-21
BAM Wealth Management, LLC
INCREASED78,68570,678+8,007+11%$6.5M$6.8M+$327.6K2026-10-15
McAdam, LLC
INCREASED77,5412,840+74,701+2630%$261.9K$6.7M+$6.5M2026-10-21
Halbert Hargrove Global Advisors, LLC
INCREASED73,95671,174+2,782+4%$6.6M$6.4M-$129.6K2026-10-16
Connecticut Wealth Management, LLC
INCREASED73,53861,348+12,190+20%$5.7M$6.4M+$740.2K2026-10-13
Nations Financial Group Inc,
DECREASED73,06974,135-1,066-1%$6.8M$6.4M-$479.7K2026-11-05
Jmac Enterprises LLC
INCREASED71,64671,064+582+1%$6.6M$6.2M-$320.3K2026-10-30
Aviance Capital Partners, LLC
INCREASED68,71464,141+4,573+7%$5.9M$6.0M+$62.9K2026-10-29
Greenwood Capital Associates LLC
INCREASED67,90236,798+31,104+85%$3.4M$5.9M+$2.5M2026-10-27
Koshinski Asset Management, Inc.
INCREASED67,69063,287+4,403+7%$5.8M$5.9M+$52.7K2026-10-29
Selby Wealth Management, LLC
INCREASED66,88364,045+2,838+4%$5.9M$5.8M-$87.4K2026-10-16
Pacifica Partners Inc.
DECREASED66,61666,778-1620%$6.1M$5.8M-$352.6K2026-10-09
Colonial River Investments, LLC
INCREASED66,37854,537+11,841+22%$5.0M$5.8M+$745.4K2026-10-19
Trek Financial, LLC
INCREASED65,74748,667+17,080+35%$4.5M$5.7M+$1.2M2026-10-29
Davenport & Co LLC
INCREASED65,65363,785+1,868+3%$5.9M$5.7M-$170.5K2026-10-14
B. Riley Wealth Advisors, Inc.
DECREASED64,56479,481-14,917-19%$7.4M$5.6M-$1.7M2026-10-13
Total Investment Management Inc
INCREASED63,43959,160+4,279+7%$5.4M$5.5M+$165.2K2026-10-22
Taylor & Morgan Wealth Management, LLC
INCREASED62,10656,622+5,484+10%$5.2M$5.4M+$181.5K2026-10-09
Partners Wealth Management, LLC
NEW60,399—+60,399——$5.3M—2026-10-28
Sagespring Wealth Partners, LLC
DECREASED59,31484,809-25,495-30%$7.8M$5.2M-$2.7M2026-10-22
Del-Sette Capital Management, LLC
INCREASED58,16251,160+7,002+14%$4.7M$5.1M+$342.1K2026-10-23
Lunt Capital Management, Inc.
INCREASED57,83556,198+1,637+3%$5.2M$5.0M-$151.0K2026-10-30
Freedom Financial Partners LLC
INCREASED57,60354,963+2,640+5%$5.1M$5.0M-$57.2K2026-10-19
Advus Financial Partners, LLC
INCREASED53,52352,994+529+1%$4.9M$4.7M-$230.6K2026-10-20
Csenge Advisory Group
INCREASED53,40753,007+400+1%$4.9M$4.6M-$241.9K2026-11-04
Vise Technologies, Inc.
INCREASED52,92841,056+11,872+29%$3.8M$4.6M+$818.5K2026-10-29
Financial Discovery Group Inc
DECREASED52,90954,104-1,195-2%$5.0M$4.6M-$386.4K2026-11-03
Denver PWM, LLC
DECREASED52,80054,023-1,223-2%$4.9M$4.6M-$302.5K2026-10-22
Canvas Wealth Advisors, LLC
NEW51,449—+51,449——$4.6M—2026-11-02
Fifth Third Securities, Inc.
NEW49,782—+49,782——$4.3M—2026-10-21
Avondale Wealth Management
INCREASED47,64938,267+9,382+25%$3.5M$4.1M+$616.4K2026-10-15
University of Texas S AM Investment Management Co
INCREASED46,31246,310+20%$4.3M$4.0M-$241.7K2026-11-03
Advisor OS, LLC
DECREASED44,77648,590-3,814-8%$4.5M$3.9M-$585.5K2026-11-03
Syverson Strege & Co
DECREASED44,35751,574-7,217-14%$4.8M$3.9M-$897.0K2026-11-02
First Hawaiian Bank
INCREASED44,00742,045+1,962+5%$3.9M$3.8M-$48.8K2026-10-14
Pinnacle Financial Group, LLC / IL
INCREASED43,33841,648+1,690+4%$3.8M$3.8M-$70.4K2026-10-29
21 West Wealth Management LLC
INCREASED40,67438,776+1,898+5%$3.6M$3.5M-$37.3K2026-10-13
Patten Group, Inc.
INCREASED39,83020,929+18,901+90%$1.9M$3.5M+$1.5M2026-10-26
Fiduciary Alliance LLC
INCREASED39,53438,515+1,019+3%$3.6M$3.4M-$112.4K2026-10-13
Elyxium Wealth, LLC
DECREASED39,51140,712-1,201-3%$3.8M$3.4M-$317.0K2026-10-27
Milestone Asset Management, LLC
DECREASED38,77739,045-268-1%$3.6M$3.4M-$227.1K2026-10-15
Wilkerson Advisory Group LLC
INCREASED37,60533,970+3,635+11%$3.1M$3.3M+$138.9K2026-10-20
Titleist Asset Management, LLC
DECREASED37,59940,092-2,493-6%$3.7M$3.3M-$426.1K2026-10-08
Fifth Third Bancorp
DECREASED37,00552,522-15,517-30%$4.8M$3.2M-$1.6M2026-11-05
Essential Planning, Llc.
DECREASED36,67739,884-3,207-8%$3.7M$3.2M-$487.2K2026-10-21
Womack Financial LLC
INCREASED35,96332,775+3,188+10%$3.0M$3.1M+$106.2K2026-10-14
Strategic Blueprint, LLC
INCREASED35,51226,976+8,536+32%$2.5M$3.1M+$601.7K2026-10-22
Maia Wealth LLC
INCREASED34,88032,370+2,510+8%$3.0M$3.0M+$49.4K2026-10-19
Boomfish Wealth Group, LLC
INCREASED34,21723,455+10,762+46%$2.2M$3.0M+$813.7K2026-10-22
First Premier Bank
INCREASED33,53326,760+6,773+25%$2.5K$2.9K+$4502026-10-13
TD Waterhouse Canada Inc.
INCREASED33,10332,635+468+1%$3.0M$2.9M-$118.8K2026-10-16
MFG Investments, LLC
NEW32,356—+32,356——$2.8M—2026-10-30
Iams Wealth Management, LLC
NEW31,376—+31,376——$2.7M—2026-10-15
Roger Wittlin Investment Advisory, LLC
DECREASED31,01935,759-4,740-13%$3.3M$2.7M-$599.0K2026-10-19
Emergent Wealth Advisors, LLC
DECREASED30,17330,377-204-1%$2.8M$2.6M-$176.3K2026-10-09
Apollon Financial, LLC
INCREASED29,84023,890+5,950+25%$2.2M$2.6M+$392.8K2026-10-23
Citigroup Inc
INCREASED28,98126,618+2,363+9%$2.5M$2.5M+$66.6K2026-11-04
Forteris Wealth Management Inc.
INCREASED28,73128,005+726+3%$2.6M$2.5M-$83.0K2026-10-13
Intelligence Driven Advisers, LLC
DECREASED28,13328,150-170%$2.6M$2.4M-$148.4K2026-10-09
Insight Wealth Partners, LLC
INCREASED27,30326,129+1,174+4%$2.4M$2.4M-$34.2K2026-10-26
Creative Planning
DECREASED26,00231,015-5,013-16%$2.9M$2.3M-$598.0K2026-11-02
Avior Wealth Management, LLC
DECREASED25,91727,393-1,476-5%$2.5M$2.3M-$271.4K2026-10-13
Fortitude Financial, LLC
NEW25,854—+25,854——$2.2M—2026-10-19
IFP Advisors, Inc
INCREASED25,69725,666+31+0%$2.4M$2.2M-$131.3K2026-10-16
Lido Advisors, LLC
INCREASED25,03422,609+2,425+11%$2.1M$2.2M+$92.8K2026-11-04
Forvis Mazars Wealth Advisors, LLC
INCREASED24,79023,127+1,663+7%$2.1M$2.2M+$23.9K2026-10-13
J.W. Cole Advisors, Inc.
INCREASED22,5208,870+13,650+154%$817.9K$2.0M+$1.1M2026-11-05
Plancorp, LLC
INCREASED21,43818,870+2,568+14%$1.7M$1.9M+$192.7K2026-11-03
MCF Advisors LLC
DECREASED21,37522,800-1,425-6%$2.1M$1.9M-$243.0K2026-10-28
Signal Advisors Wealth, LLC
DECREASED20,85921,167-308-1%$2.0M$1.8M-$137.3K2026-10-13
Strategic Advisors LLC
DECREASED20,35726,166-5,809-22%$2.4M$1.8M-$641.8K2026-10-13
Brookstone Capital Management
DECREASED18,65321,200-2,547-12%$2.0M$1.6M-$332.2K2026-10-22
Ascent Group, LLC
UNCHANGED18,31218,31200%$1.7M$1.6M-$95.6K2026-10-30
Waterfront Wealth Inc.
INCREASED18,00917,206+803+5%$1.6M$1.6M+$12.0K2026-11-03
Asset One Wealth Management LLC
INCREASED17,20216,325+877+5%$1.5M$1.5M+$3.8K2026-11-02
J.M. Arbour, LLC
NEW16,835—+16,835——$1.5M—2026-11-05
Ascentis Independent Advisors
NEW16,757—+16,757——$1.5M—2026-11-03
Summit Wealth Group LLC / Co
DECREASED16,65617,402-746-4%$1.6M$1.4M-$155.7K2026-10-29
First Growth Capital LLC
INCREASED16,62314,164+2,459+17%$1.3M$1.4M+$140.0K2026-10-15
Lionsbridge Wealth Management LLC
DECREASED16,19317,074-881-5%$1.6M$1.4M-$165.8K2026-10-26
Independent Financial Group, LLC
INCREASED15,85615,839+17+0%$1.5M$1.4M-$81.2K2026-10-13
Romano Brothers and Company
DECREASED15,52816,073-545-3%$1.5M$1.4M-$131.3K2026-10-22
Oppenheimer & Co Inc
INCREASED15,00813,349+1,659+12%$1.2M$1.3M+$74.6K2026-10-26
Fjell Capital, LLC
INCREASED14,99214,138+854+6%$1.3M$1.3M+$4892026-10-13
Dudley Capital Management, LLC
DECREASED14,94015,040-100-1%$1.4M$1.3M-$87.2K2026-10-23
Krilogy Financial LLC
DECREASED14,62715,161-534-4%$1.4M$1.3M-$126.0K2026-10-13
Perigon Wealth Management, LLC
INCREASED14,47012,462+2,008+16%$1.1M$1.3M+$109.6K2026-10-22
Clear Creek Financial Management, LLC
DECREASED14,36916,623-2,254-14%$1.5M$1.2M-$282.9K2026-10-28
Visionary Wealth Advisors
DECREASED13,90475,357-61,453-82%$6.9M$1.2M-$5.7M2026-11-04
Northwest Financial Advisors
INCREASED13,71813,692+26+0%$1.3M$1.2M-$69.2K2026-10-27
Droms Strauss Advisors Inc
INCREASED13,6619,180+4,481+49%$846.5K$1.2M+$341.8K2026-11-03
Strata Wealth Advisors, LLC
INCREASED13,48312,050+1,433+12%$1.1M$1.2M+$61.8K2026-10-16
Ramiah Investment Group
INCREASED13,45213,386+66+0%$1.2M$1.2M-$64.1K2026-10-20
Beacon Financial Advisory LLC
DECREASED13,25613,971-715-5%$1.3M$1.2M-$135.1K2026-10-16
MFA Wealth Services
INCREASED13,23212,148+1,084+9%$1.1M$1.2M+$30.9K2026-10-14
John W. Brooker & Co., CPAs
DECREASED13,15115,566-2,415-16%$1.4M$1.1M-$291.3K2026-10-21
Fragasso Financial Advisors Inc
DECREASED12,46713,803-1,336-10%$1.3M$1.1M-$188.7K2026-10-13
Steel Grove Capital Advisors, LLC
DECREASED12,33012,370-400%$1.1M$1.1M-$68.1K2026-10-13
PKS Advisory Services, LLC
UNCHANGED12,13712,13700%$1.1M$1.1M$02026-10-26
Fortitude Advisory Group L.L.C.
INCREASED11,7588,252+3,506+42%$760.9K$1.0M+$261.9K2026-10-15
Consilium Wealth Advisory, LLC
UNCHANGED11,45011,45000%$1.1M$996.0K-$59.8K2026-10-14
Westside Investment Management, Inc.
DECREASED10,98612,516-1,530-12%$1.2M$953.7K-$200.4K2026-11-02
Harmony Asset Management LLC
INCREASED9,6346,757+2,877+43%$623.0K$838.0K+$215.0K2026-10-20
XY Planning Network, Inc.
INCREASED9,5936,889+2,704+39%$635.2K$834.5K+$199.3K2026-10-14
HCR Wealth Advisors
DECREASED9,57810,753-1,175-11%$991.5K$833.2K-$158.3K2026-10-15
Appalachian Capital Management Ltd
DECREASED9,4439,747-304-3%$898.8K$821.4K-$77.3K2026-10-14
Wilmington Savings Fund Society, FSB
DECREASED9,1639,181-180%$846.6K$797.1K-$49.5K2026-10-23
Leisure Capital Management
INCREASED8,7827,997+785+10%$737.4K$763.9K+$26.5K2026-11-03
Hobart Private Capital, LLC
INCREASED8,7444,659+4,085+88%$429.6K$760.6K+$331.0K2026-10-19
Lionshead Wealth Management, LLC
DECREASED8,7238,920-197-2%$822.5K$758.8K-$63.7K2026-10-21
Macroview Investment Management LLC
INCREASED8,6657,804+861+11%$719.6K$753.8K+$34.2K2026-10-26
Cyndeo Wealth Partners, LLC
DECREASED8,51117,952-9,441-53%$1.7M$740.4K-$915.0K2026-10-16
Winthrop Advisory Group LLC
INCREASED8,5075,706+2,801+49%$526.1K$740.0K+$213.9K2026-10-22
Pinnacle Associates LTD
INCREASED8,3908,382+8+0%$772.9K$729.8K-$43.1K2026-10-20
Beacon Financial Planning, Inc
INCREASED8,3848,349+35+0%$769.9K$729.3K-$40.6K2026-11-04
Signature Estate & Investment Advisors LLC
INCREASED8,3375,076+3,261+64%$468.0K$725.3K+$257.2K2026-10-13
Bright Futures Wealth Management, Llc.
INCREASED8,1838,098+85+1%$746.7K$711.9K-$34.9K2026-10-23
Prospera Financial Services Inc
INCREASED8,1754,501+3,674+82%$415.2K$727.7K+$312.6K2026-11-04
Centerline Wealth Advisors, LLC
DECREASED7,95530,148-22,193-74%$2.8M$692.0K-$2.1M2026-10-15
Pinnacle Wealth Management Advisory Group, LLC
INCREASED7,9097,901+8+0%$728.5K$688.0K-$40.5K2026-10-23
Wealth Enhancement Trust Services, Inc.
DECREASED7,6237,825-202-3%$721.5K$663.1K-$58.4K2026-10-07
Williams & Novak Wealth Management, LLC
DECREASED7,42110,816-3,395-31%$997.3K$645.6K-$351.8K2026-10-09
VestGen Advisors, LLC
INCREASED7,3826,805+577+8%$627.5K$642.2K+$14.7K2026-10-27
Base Wealth Management LLC
DECREASED7,1117,548-437-6%$696.0K$618.6K-$77.4K2026-10-21
D'Orazio & Associates, Inc.
DECREASED7,01815,730-8,712-55%$1.5M$610.5K-$840.0K2026-11-04
1620 Investment Advisors, Inc.
DECREASED6,9007,756-856-11%$715.2K$600.2K-$115.0K2026-11-04
Decker Retirement Planning Inc.
INCREASED6,8165,752+1,064+19%$530.4K$592.9K+$62.6K2026-10-19
FSA Investment Group, LLC
INCREASED6,7676,696+71+1%$617.4K$588.7K-$28.7K2026-10-07
Dynamic Advisor Solutions LLC
INCREASED6,7246,669+55+1%$614.9K$584.9K-$30.0K2026-10-13
Liberty Atlantic Advisors LLC
DECREASED6,2289,577-3,349-35%$883.1K$541.8K-$341.3K2026-10-14
Axxcess Wealth Management, LLC
DECREASED6,19882,004-75,806-92%$7.6M$539.2K-$7.0M2026-10-21
Sage Rhino Capital LLC
INCREASED6,1545,603+551+10%$516.7K$535.4K+$18.7K2026-10-28
Wedbush Securities Inc
DECREASED5,9929,109-3,117-34%$840.0K$521-$839.5K2026-10-22
Richards, Merrill & Peterson, Inc.
INCREASED5,9695,916+53+1%$545.6K$519.2K-$26.3K2026-10-19
Private Trust Co NA
INCREASED5,9374,551+1,386+30%$419.6K$516.5K+$96.8K2026-10-20
Sherrill & Hutchins Financial Advisory, Inc
INCREASED5,7705,695+75+1%$525.1K$501.9K-$23.2K2026-10-14
Thrive Capital Management, LLC
INCREASED5,7385,676+62+1%$523.4K$499.1K-$24.2K2026-10-28
Sowell Financial Services LLC
DECREASED5,6675,793-126-2%$534.1K$492.9K-$41.2K2026-10-23
Summit Investment Advisory Services, LLC
DECREASED5,6365,988-352-6%$552.2K$490.3K-$61.9K2026-11-03
ACT Advisors, Llc.
INCREASED5,4834,891+592+12%$451.0K$477.0K+$26.0K2026-10-15
Beacon Capital Management, LLC
DECREASED5,3377,589-2,252-30%$699.8K$464.3K-$235.5K2026-10-23
L.K. Benson & Company, P.C.
DECREASED5,2825,687-405-7%$524.5K$459.3K-$65.2K2026-10-23
Mayfair Advisory Group, LLC
DECREASED5,2775,297-200%$479.7K$459.0K-$20.7K2026-10-20
Flaharty Asset Management, LLC
DECREASED5,13623,676-18,540-78%$2.2M$444.5K-$1.7M2026-11-02
Triumph Capital Management
DECREASED5,0695,660-591-10%$521.9K$441.0K-$80.9K2026-10-14
CIBC Asset Management Inc
UNCHANGED5,0305,03000%$463.8K$437.6K-$26.3K2026-11-05
United Advisor Group, LLC
INCREASED4,9354,823+112+2%$444.8K$429.3K-$15.4K2026-11-03
Park Avenue Securities LLC
DECREASED4,7305,609-879-16%$517.0K$411-$516.6K2026-10-26
Kingswood Wealth Advisors, LLC
INCREASED4,7053,193+1,512+47%$294.4K$409.3K+$114.9K2026-10-23
Compass Financial Management LLC
DECREASED4,2465,437-1,191-22%$499.5K$369.4K-$130.1K2026-10-30
Avidian Wealth Enterprises, LLC
INCREASED4,2293,194+1,035+32%$294.5K$367.8K+$73.3K2026-10-08
MBL Wealth, LLC
DECREASED4,1244,422-298-7%$407.8K$358.7K-$49.1K2026-10-22
Creative Financial Designs Inc
DECREASED4,0764,739-663-14%$437.0K$354.6K-$82.4K2026-11-04
Financial Planning Hawaii, Inc.
INCREASED4,0343,765+269+7%$347.1K$350.9K+$3.8K2026-10-13
Procyon Advisors, LLC
DECREASED3,9205,910-1,990-34%$545.0K$341.0K-$204.0K2026-10-21
Endowment Wealth Management, Inc.
INCREASED3,9122,840+1,072+38%$261.9K$340.3K+$78.5K2026-11-03
Elevated Capital Advisors, LLC
DECREASED3,80827,025-23,217-86%$2.5M$331.3K-$2.2M2026-11-04
Keybank National Association
DECREASED3,7974,097-300-7%$377.8K$330.3K-$47.5K2026-11-04
Sendero Wealth Management, LLC
NEW3,742—+3,742——$325.5K—2026-10-14
Rose Capital Advisors LLC
UNCHANGED3,6293,62900%$334.6K$315.7K-$18.9K2026-11-04
Baker Ellis Asset Management LLC
UNCHANGED3,6003,60000%$332.0K$313.2K-$18.8K2026-10-14
Mather Group, Llc.
DECREASED3,5103,521-110%$324.7K$305.3K-$19.3K2026-10-14
ADG Wealth Management Group, LLC
UNCHANGED3,4773,47700%$320.6K$302.5K-$18.2K2026-10-23
Keystone Wealth Services, LLC
INCREASED3,4523,412+40+1%$314.6K$300.5K-$14.1K2026-11-03
Avaii Wealth Management, LLC
INCREASED3,4443,228+216+7%$297.7K$298.0K+$3622026-10-09
J. Derek Lewis & Associates Inc.
DECREASED3,4253,525-100-3%$325.0K$297.9K-$27.1K2026-11-03
LiftPoint Family Wealth Advisors LLC
DECREASED3,3855,683-2,298-40%$524.0K$294.5K-$229.6K2026-11-03
Apella Capital, LLC
DECREASED3,2533,305-52-2%$302.2K$281.6K-$20.6K2026-10-08
StoneX Group Inc.
INCREASED3,2122,475+737+30%$228.6K$283.5K+$54.9K2026-11-03
Capital Advisors, Ltd. LLC
INCREASED2,8492,824+25+1%$260$248-$122026-10-27
Sincerus Advisory, LLC
NEW2,847—+2,847——$247.7K—2026-10-09
Acorn Wealth Advisors, LLC
DECREASED2,8119,340-6,529-70%$861.2K$244.5K-$616.7K2026-10-19
Milestones Private Investment Advisors LLC
UNCHANGED2,7832,78300%$256.6K$242.1K-$14.5K2026-10-19
Crestwood Advisors Group, LLC
UNCHANGED2,7702,77000%$255.4K$241.0K-$14.5K2026-10-27
Daymark Wealth Partners, LLC
INCREASED2,7522,646+106+4%$244.0K$239.4K-$4.6K2026-11-04
Stevens Capital Partners
INCREASED2,7472,712+35+1%$250.0K$239.0K-$11.1K2026-10-29
Focused Wealth Management, Inc
DECREASED2,6482,929-281-10%$270.1K$230.4K-$39.7K2026-10-30
Bison Wealth, LLC
UNCHANGED2,5152,51500%$231.0K$218.7K-$12.3K2026-10-13
Redhawk Wealth Advisors, Inc.
DECREASED2,46570,613-68,148-97%$6.5M$214.4K-$6.3M2026-10-14
Prime Capital Investment Advisors, LLC
DECREASED2,4192,460-41-2%$226.8K$210.4K-$16.4K2026-10-20
Howard Wealth Management, LLC
INCREASED2,3282,208+120+5%$203.6K$202.6K-$1.0K2026-10-28
Legacy Capital Wealth Partners, LLC
DECREASED2,3042,309-50%$212.9K$200.4K-$12.5K2026-10-21
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED2,3002,30000%$212.1K$200.1K-$12.0K2026-10-27
US Bancorp \de\
INCREASED2,2691,179+1,090+92%$108.7K$197.4K+$88.7K2026-11-05
Signature Equity Partners, LLC
INCREASED2,1162,034+82+4%$187.6K$184.1K-$3.5K2026-10-29
Key FInancial Inc
UNCHANGED2,0912,09100%$192.8K$181.9K-$10.9K2026-11-02
Brown, Lisle Ings, Inc.
DECREASED2,0752,227-152-7%$205.3K$180.5K-$24.8K2026-10-16
Wagner Wealth Management, LLC
UNCHANGED2,0662,06600%$190.5K$179.7K-$10.8K2026-10-21
UMB Private Wealth Management, LLC
NEW1,950—+1,950——$169.6K—2026-10-19
Eastern Bank
INCREASED1,81750+1,767+3534%$4.6K$158.1K+$153.5K2026-10-05
AlphaCore Capital LLC
INCREASED1,739711+1,028+145%$65.6K$151.3K+$85.7K2026-11-04
Larson Financial Group LLC
INCREASED1,4811,476+5+0%$136.1K$128.8K-$7.2K2026-11-05
Capital Investment Advisory Services, LLC
DECREASED1,4031,912-509-27%$176.3K$122.0K-$54.3K2026-10-30
Cullen T Bankers, Inc.
INCREASED1,3931,008+385+38%$93.0K$121.2K+$28.2K2026-10-28
Arlington Trust Co LLC
UNCHANGED1,3811,38100%$127.3K$120.1K-$7.2K2026-10-20
Goodman Advisory Group, LLC
NEW1,302—+1,302——$113.3K—2026-11-02
EverSource Wealth Advisors, LLC
DECREASED1,2811,645-364-22%$151.7K$111.5K-$40.2K2026-11-04
Lodestone Wealth Management LLC
INCREASED1,0631,054+9+1%$97.2K$92.4K-$4.7K2026-10-14
Security National Bank
UNCHANGED1,0131,01300%$93.4K$88.1K-$5.3K2026-10-26
Pinnacle Bancorp, Inc.
UNCHANGED1,0061,00600%$92.8K$87.5K-$5.3K2026-10-21
CX Institutional
DECREASED9211,081-160-15%$100$80-$202026-10-02
Golden State Wealth Management, LLC
INCREASED830828+2+0%$76.4K$72.2K-$4.2K2026-11-02
Elevation Wealth Partners, LLC
INCREASED819809+10+1%$74.6K$71.3K-$3.3K2026-10-07
Bangor Savings Bank
NEW812—+812——$70.6K—2026-10-06
Trust Co of Vermont
UNCHANGED78078000%$71.9K$67.9K-$4.1K2026-10-21
Redwood Park Advisors LLC
INCREASED778774+4+1%$71.4K$67.6K-$3.8K2026-11-02
Your Advocates Ltd., LLP
DECREASED7211,220-499-41%$112.5K$62.7K-$49.8K2026-11-03
Bullock Wealth Management Group
INCREASED699177+522+295%$16.2K$60.6K+$44.4K2026-10-09
Evolution Wealth Management Inc.
UNCHANGED65765700%$60.6K$57.2K-$3.4K2026-10-28
Blue Trust, Inc.
NEW600—+600——$52.2K—2026-10-15
Flagship Wealth Advisors, LLC
INCREASED581573+8+1%$52.9K$50.5K-$2.3K2026-11-03
Register Financial Advisors LLC
INCREASED519516+3+1%$47.6K$45.1K-$2.4K2026-10-23
Parkside Financial Bank & Trust
UNCHANGED50050000%$46.1K$43.5K-$2.6K2026-10-27
SYM Financial Corp
DECREASED462739-277-37%$68.1K$40.2K-$28.0K2026-10-26
Avion Wealth
UNCHANGED42842800%$39$37-$22026-11-04
CoreCap Advisors, LLC
DECREASED370380-10-3%$35.0K$32.2K-$2.9K2026-10-08
Latitude Advisors, LLC
NEW348—+348——$30.3K—2026-10-27
Independence Bank of Kentucky
UNCHANGED32532500%$30.0K$28.3K-$1.7K2026-10-26
Spire Wealth Management
UNCHANGED29529500%$27.2K$25.7K-$1.5K2026-10-30
Cape Investment Advisory, Inc.
DECREASED275295-20-7%$27.2K$23.9K-$3.3K2026-10-13
Silver Grove Financial Group, Inc.
INCREASED249239+10+4%$22.0K$21.7K-$3772026-11-05
Quest 10 Wealth Builders, Inc.
UNCHANGED24624600%$22.7K$21.4K-$1.3K2026-11-02
First Bancorp, Inc
UNCHANGED22522500%$20.7K$19.6K-$1.2K2026-10-26
Southern Michigan Bank & Trust
UNCHANGED22522500%$20.7K$19.6K-$1.2K2026-10-19
Farmers & Merchants Investments Inc
UNCHANGED22022000%$20.3K$19.1K-$1.1K2026-10-22
Tounjian Advisory Partners, LLC
INCREASED199107+92+86%$9.8K$17.3K+$7.5K2026-11-04
Kroeger Financial Partners
DECREASED119128-9-7%$11.8K$10.4K-$1.5K2026-10-19
Cedar Mountain Advisors, LLC
DECREASED114641-527-82%$59.2K$9.9K-$49.3K2026-10-15
Assetmark, Inc
DECREASED981,938-1,840-95%$178.7K$8.5K-$170.2K2026-10-21
Birch Financial Group, LLC
NEW95—+95——$8.2K—2026-10-27
Key Capital Management, Inc
UNCHANGED696900%$6.4K$6.0K-$3602026-11-03
Root Financial Partners, LLC
NEW43—+43——$3.7K—2026-10-21
Wolff Wiese Magana LLC
UNCHANGED383800%$3.5K$3.3K-$1982026-10-15
Caldwell Trust Co
UNCHANGED343400%$3.1K$3.0K-$1772026-10-30
GS Investments, Inc.
UNCHANGED262600%$2.4K$2.3K-$1352026-11-05
High Point Wealth Management, LLC
NEW24—+24——$2.1K—2026-11-05
Mainstream Capital Management LLC
NEW22—+22——$1.9K—2026-10-23
Bfsg, LLC
UNCHANGED202000%$1.9K$1.8K-$1072026-10-30
Central Pacific Bank - Trust Division
UNCHANGED101000%$922$870-$522026-10-06
Provenance Wealth Advisors, LLC
NEW9—+9——$783—2026-10-30
POM Investment Strategies, LLC
NEW8—+8——$696—2026-10-20
Blueline Advisors LLC
UNCHANGED8800%$738$696-$422026-10-15
Versant Capital Management, Inc
UNCHANGED8800%$738$696-$422026-10-02
Ocean Park Asset Management, LLC
CLOSED0204,100-204,100-100%$18.8M$0-$18.8M2026-10-21
PFG Advisors
CLOSED037,827-37,827-100%$3.5M$0-$3.5M2026-10-16
Triad Wealth Partners, LLC
CLOSED013,290-13,290-100%$1.2M$0-$1.2M2026-10-26
Capital Management Associates, Inc
CLOSED07,444-7,444-100%$686.4K$0-$686.4K2026-10-20
Sigma Planning Corp
CLOSED03,728-3,728-100%$343.7K$0-$343.7K2026-10-23
Founders Financial Securities LLC
CLOSED03,480-3,480-100%$320.8K$0-$320.8K2026-10-28
Choreo, LLC
CLOSED02,863-2,863-100%$264.0K$0-$264.0K2026-10-28
Lantern Wealth Advisors, LLC
CLOSED02,388-2,388-100%$220.2K$0-$220.2K2026-10-22
Vermillion Wealth Management, Inc.
CLOSED02,359-2,359-100%$217.6K$0-$217.6K2026-10-26
Allen Capital Group, LLC
CLOSED02,238-2,238-100%$206.4K$0-$206.4K2026-10-27
Farmers & Merchants Trust Co of Long Beach
CLOSED02,206-2,206-100%$203.4K$0-$203.4K2026-10-22
Legacy Advisory Services, LLC
CLOSED02,200-2,200-100%$202.9K$0-$202.9K2026-10-20
International Assets Investment Management, LLC
CLOSED0501-501-100%$45.9K$0-$45.9K2026-11-02
Cornerstone Planning Group LLC
CLOSED0450-450-100%$40.8K$0-$40.8K2026-10-16
Ashton Thomas Private Wealth, LLC
CLOSED0249-249-100%$23.0K$0-$23.0K2026-11-03
Kingdom Financial Group Llc.
CLOSED0242-242-100%$22.3K$0-$22.3K2026-11-04
Archer Investment Corp
CLOSED0206-206-100%$19.0K$0-$19.0K2026-11-05
Beacon Investment Advisory Services, Inc.
CLOSED0200-200-100%$18.4K$0-$18.4K2026-10-13
Plante Moran Financial Advisors, LLC
CLOSED0164-164-100%$15.1K$0-$15.1K2026-11-04
Networth Advisors, LLC
CLOSED081-81-100%$7.5K$0-$7.5K2026-11-03
Lloyd Advisory Services, Llc.
CLOSED06-6-100%$556$0-$5562026-11-02
Mascoma Wealth Management LLC
CLOSED01-1-100%$91$0-$912026-10-23
Morgan Stanley
N/A—3,983,835-3,983,835-100%$367.3M———
LPL Financial LLC
N/A—3,827,606-3,827,606-100%$352.9M———
Envestnet Asset Management Inc
N/A—2,871,675-2,871,675-100%$264.8M———
Raymond James Financial Inc
N/A—2,787,919-2,787,919-100%$257.1M———
Wells Fargo & Company
N/A—2,249,290-2,249,290-100%$207.4M———
AE Wealth Management LLC
N/A—1,843,273-1,843,273-100%$170.0M———
Bank of America Corp
N/A—1,839,221-1,839,221-100%$169.6M———
OneDigital Investment Advisors LLC
N/A—1,835,711-1,835,711-100%$169.3M———
Osaic Holdings, Inc.
N/A—1,796,810-1,796,810-100%$165.7M———
NewEdge Advisors, LLC
N/A—1,474,136-1,474,136-100%$135.9M———
Koss-Olinger Consulting, LLC
N/A—1,347,216-1,347,216-100%$124.2M———
Waverly Advisors, LLC
N/A—1,332,448-1,332,448-100%$122.9M———
Cetera Investment Advisers
N/A—1,293,060-1,293,060-100%$119.2M———
Sand Hill Global Advisors, LLC
N/A—1,243,907-1,243,907-100%$114.7M———
JPMorgan Chase & Co
N/A—1,168,467-1,168,467-100%$108.2M———
Great Valley Advisor Group, Inc.
N/A—991,278-991,278-100%$91.4M———
UBS Group AG
N/A—946,854-946,854-100%$87.3M———
CreativeOne Wealth, LLC
N/A—905,609-905,609-100%$83.5M———
Gotham Asset Management, LLC
N/A—798,729-798,729-100%$73.7M———
Royal Bank of Canada
N/A—654,022-654,022-100%$60.3M———
Vickerman Investment Advisors, Inc.
N/A—639,932-639,932-100%$59.0M———
Advocacy Wealth Management, LLC
N/A—569,047-569,047-100%$52.5M———
Stifel Financial Corp
N/A—566,667-566,667-100%$52.3M———
Evolve Private Wealth, LLC
N/A—553,056-553,056-100%$51.0M———
Bouchey Financial Group, Ltd.
N/A—545,883-545,883-100%$50.3M———
HighTower Advisors, LLC
N/A—478,289-478,289-100%$44.1M———
Captrust Financial Advisors
N/A—471,968-471,968-100%$43.5M———
Mariner, LLC
N/A—407,558-407,558-100%$37.6M———
BNP Paribas Financial Markets
N/A—383,537-383,537-100%$35.4M———
Jones Financial Companies Lllp
N/A—365,565-365,565-100%$33.8M———
Private Advisor Group, LLC
N/A—310,214-310,214-100%$28.6M———
First Commonwealth Financial Corp
N/A—294,771-294,771-100%$27.2M———
Mercer Global Advisors Inc
N/A—275,358-275,358-100%$25.4M———
Modern Wealth Management, LLC
N/A—273,591-273,591-100%$25.2M———
Stadion Money Management, LLC
N/A—269,366-269,366-100%$24.7M———
Kelman-Lazarov, Inc.
N/A—266,083-266,083-100%$24.5M———
Berger Financial Group, Inc
N/A—239,458-239,458-100%$22.1M———
Old Mission Capital LLC
N/A—238,153-238,153-100%$22.0M———
Northwestern Mutual Wealth Management Co
N/A—232,879-232,879-100%$21.5M———
MML Investors Services, LLC
N/A—229,015-229,015-100%$21.1M———
PNC Financial Services Group, Inc.
N/A—224,828-224,828-100%$20.7M———
Crestmont Private Wealth LLC
N/A—222,787-222,787-100%$20.5M———
Stratos Wealth Partners, Ltd.
N/A—205,161-205,161-100%$18.9M———
Vestmark Advisory Solutions, Inc.
N/A—195,617-195,617-100%$18.0M———
Addison Capital Co
N/A—190,661-190,661-100%$17.6M———
Envestnet Portfolio Solutions, Inc.
N/A—179,754-179,754-100%$16.6M———
Wayfinding Financial, LLC
N/A—178,115-178,115-100%$16.4M———
Nest Investments, LLC
N/A—170,171-170,171-100%$15.7M———
Horizon Investments, LLC
N/A—161,457-161,457-100%$14.8M———
Hopwood Nicholas Hunter
N/A—160,276-160,276-100%$14.8M———
Stratos Wealth Advisors, LLC
N/A—159,697-159,697-100%$14.7M———
Bleakley Financial Group, LLC
N/A—157,929-157,929-100%$14.6M———
PAX Financial Group, LLC
N/A—155,402-155,402-100%$14.3M———
TD Capital Management LLC
N/A—153,482-153,482-100%$14.2M———
Equitable Holdings, Inc.
N/A—141,982-141,982-100%$13.1M———
Clearstead Advisors, LLC
N/A—138,203-138,203-100%$12.7M———
Capital Analysts, LLC
N/A—137,698-137,698-100%$12.7M———
Sheridan Capital Management, LLC
N/A—135,205-135,205-100%$12.5M———
Scotia Capital Inc.
N/A—132,988-132,988-100%$12.3M———
Gould Asset Management LLC
N/A—130,793-130,793-100%$12.1M———
Prudent Investors Network, Inc.
N/A—126,871-126,871-100%$11.7M———
One Capital Management, LLC
N/A—126,136-126,136-100%$11.6M———
GeoWealth Management, LLC
N/A—123,642-123,642-100%$11.4M———
Harbour Investments, Inc.
N/A—119,350-119,350-100%$11.0M———
&partners
N/A—117,170-117,170-100%$10.8M———
Wealthspire Advisors, LLC
N/A—115,422-115,422-100%$10.6M———
Richard W. Paul & Associates, LLC
N/A—111,468-111,468-100%$10.3M———
Sanctuary Advisors, LLC
N/A—102,997-102,997-100%$9.5M———
Freedom Investment Management, Inc.
N/A—102,805-102,805-100%$9.5M———
Destination Wealth Management
N/A—101,466-101,466-100%$9.4M———
IFG Advisory, LLC
N/A—100,100-100,100-100%$9.2M———
Janney Montgomery Scott LLC
N/A—96,582-96,582-100%$8.9M———
Valmark Advisers, Inc.
N/A—86,174-86,174-100%$7.9M———
MorganRosel Wealth Management, LLC
N/A—82,561-82,561-100%$7.6M———
CarsonAllaria Wealth Management, Ltd.
N/A—81,818-81,818-100%$7.5M———
Moneta Group Investment Advisors LLC
N/A—80,913-80,913-100%$7.5M———
Darwin Wealth Management, LLC
N/A—78,314-78,314-100%$7.2M———
Orion Porfolio Solutions, LLC
N/A—77,820-77,820-100%$7.2M———
Global Retirement Partners, LLC
N/A—77,569-77,569-100%$7.2M———
Fourth Dimension Wealth, LLC
N/A—69,937-69,937-100%$6.4M———
Geneos Wealth Management Inc.
N/A—66,962-66,962-100%$6.2M———
Integrated Wealth Concepts LLC
N/A—66,491-66,491-100%$6.1M———
Money Concepts Capital Corp
N/A—62,190-62,190-100%$5.7M———
Maimon Wealth Management Ltd.
N/A—60,685-60,685-100%$5.6M———
Slagle Financial, LLC
N/A—59,299-59,299-100%$5.5M———
Secured Retirement Advisors, LLC
N/A—57,389-57,389-100%$5.3M———
Allworth Financial LP
N/A—55,028-55,028-100%$5.1M———
Citadel Advisors LLC
N/A—53,458-53,458-100%$4.9M———
OneAscent Financial Services LLC
N/A—53,012-53,012-100%$4.9M———
CIBC World Market Inc.
N/A—51,549-51,549-100%$4.8M———
Beacon Pointe Advisors, LLC
N/A—50,862-50,862-100%$4.7M———
Bluespring Wealth Management, LLC
N/A—50,432-50,432-100%$4.7M———
Cerity Partners LLC
N/A—48,568-48,568-100%$4.5M———
SlateStone Wealth, LLC
N/A—47,592-47,592-100%$4.4M———
Baird Financial Group, Inc.
N/A—46,670-46,670-100%$4.3M———
Traction Financial Partners, LLC
N/A—46,264-46,264-100%$4.3M———
Bank of Montreal
N/A—46,042-46,042-100%$4.2M———
Quadrature Capital Ltd
N/A—46,025-46,025-100%$4.2M———
Dunhill Financial, LLC
N/A—43,685-43,685-100%$4.0M———
Mutual Advisors, LLC
N/A—42,911-42,911-100%$4.0M———
Wealth Advisors of Iowa, LLC
N/A—41,507-41,507-100%$3.8M———
Beckerman Institutional, LLC
N/A—40,972-40,972-100%$3.8M———
L & S Advisors Inc
N/A—40,597-40,597-100%$3.7M———
Composition Wealth, LLC
N/A—38,473-38,473-100%$3.5M———
Steward Partners Investment Advisory, LLC
N/A—37,187-37,187-100%$3.4M———
WCG Wealth Advisors LLC
N/A—37,020-37,020-100%$3.4M———
Navis Wealth Advisors, LLC
N/A—36,850-36,850-100%$3.4M———
Western Wealth Management, LLC
N/A—36,339-36,339-100%$3.4M———
Essex Financial Services, Inc.
N/A—35,849-35,849-100%$3.3M———
Hamilton Wealth, LLC
N/A—35,460-35,460-100%$3.3M———
EP Wealth Advisors, LLC
N/A—35,020-35,020-100%$3.2M———
AQR Capital Management LLC
N/A—34,733-34,733-100%$3.2M———
Arkadios Wealth Advisors
N/A—33,327-33,327-100%$3.1M———
Wellington-Altus USA Inc.
N/A—32,523-32,523-100%$3.0M———
Barnes Wealth Management Group, Inc
N/A—32,298-32,298-100%$3.0M———
United Capital Financial Advisors, LLC
N/A—28,593-28,593-100%$2.6M———
First National Bank & Trust Co of Newtown
N/A—26,634-26,634-100%$2.4M———
Gateway Wealth Partners, LLC
N/A—25,396-25,396-100%$2.3M———
Natixis Advisors, LLC
N/A—24,986-24,986-100%$2.3M———
Hollencrest Capital Management
N/A—24,366-24,366-100%$2.2M———
Savant Capital, LLC
N/A—23,746-23,746-100%$2.2M———
National Bank of Canada
N/A—23,313-23,313-100%$2.1M———
Menard Financial Group LLC
N/A—22,649-22,649-100%$2.1M———
Advisory Services Network, LLC
N/A—21,910-21,910-100%$2.0M———
Kingsview Wealth Management, LLC
N/A—20,992-20,992-100%$1.9M———
RWA Wealth Partners, LLC
N/A—17,497-17,497-100%$1.6M———
Principal Securities, Inc.
N/A—17,432-17,432-100%$1.6M———
VSM Wealth Advisory, LLC
N/A—17,205-17,205-100%$1.6M———
TRB Wealth Management, LLC
N/A—16,877-16,877-100%$1.6M———
Delta Investment Management, LLC
N/A—16,825-16,825-100%$1.6M———
Keating Financial Advisory Services, Inc.
N/A—15,941-15,941-100%$1.5M———
Continuum Advisory, LLC
N/A—15,751-15,751-100%$1.5M———
Opus Financial Solutions LLC
N/A—13,782-13,782-100%$1.3M———
Summit Financial, LLC
N/A—13,766-13,766-100%$1.3M———
Level Four Advisory Services, LLC
N/A—13,364-13,364-100%$1.2M———
Savvy Advisors, Inc.
N/A—13,151-13,151-100%$1.2M———
IHT Wealth Management, LLC
N/A—12,616-12,616-100%$1.2M———
Rehmann Capital Advisory Group
N/A—12,542-12,542-100%$1.2M———
Betterment LLC
N/A—12,453-12,453-100%$1.1M———
Arrowroot Family Office, LLC
N/A—11,742-11,742-100%$1.1M———
Security National Bank of Sioux City Iowa
N/A—11,492-11,492-100%$1.1M———
Caldwell Sutter Capital, Inc.
N/A—11,214-11,214-100%$1.0M———
Aristides Capital LLC
N/A—11,078-11,078-100%$1.0M———
Kovack Advisors, Inc.
N/A—11,060-11,060-100%$1.0M———
Bellwether Advisors, LLC
N/A—10,896-10,896-100%$1.0M———
Ameritas Advisory Services, LLC
N/A—10,666-10,666-100%$983.5K———
Blair William & Co
N/A—10,167-10,167-100%$937.5K———
Prosperity Consulting Group, LLC
N/A—10,156-10,156-100%$936.5K———
Rollins Financial Advisors, LLC
N/A—10,147-10,147-100%$935.6K———
BFC Planning, Inc.
N/A—10,025-10,025-100%$924.5K———
CFO4Life Group, LLC
N/A—9,833-9,833-100%$906.7K———
Huntington National Bank
N/A—9,399-9,399-100%$866.7K———
Fort Point Capital Partners LLC
N/A—8,874-8,874-100%$818.3K———
PFG Investments, LLC
N/A—8,745-8,745-100%$806.3K———
Summitpoint Capital Management
N/A—8,335-8,335-100%$768.6K———
HBK Sorce Advisory LLC
N/A—8,293-8,293-100%$753.6K———
Synergy Investment Management, LLC
N/A—8,285-8,285-100%$764.0K———
First Foundation Advisors
N/A—8,040-8,040-100%$741.4K———
Tranquilli Financial Advisor LLC
N/A—7,978-7,978-100%$735.7K———
Nicolet Bankshares Inc
N/A—7,769-7,769-100%$716.4K———
Smith, Moore & Co.
N/A—7,658-7,658-100%$706.2K———
Arbor Trust Wealth Advisors, LLC
N/A—7,593-7,593-100%$700.2K———
Belpointe Asset Management LLC
N/A—7,564-7,564-100%$697.5K———
Arax Advisory Partners
N/A—7,386-7,386-100%$681.1K———
Qube Research & Technologies Ltd
N/A—7,203-7,203-100%$664.2K———
Silver OAK Securities, Incorporated
N/A—7,116-7,116-100%$656.1K———
Ducere Wealth Management LLC
N/A—7,043-7,043-100%$649.4K———
American Trust
N/A—6,909-6,909-100%$637.1K———
Rockefeller Capital Management L.P.
N/A—6,716-6,716-100%$619.3K———
World Investment Advisors
N/A—6,653-6,653-100%$613.7K———
Duncan Williams Asset Management, LLC
N/A—6,595-6,595-100%$608.1K———
Cofg Advisors, LLC
N/A—6,526-6,526-100%$601.8K———
Medallion Wealth Advisors, LLC
N/A—6,503-6,503-100%$600.1K———
Insigneo Advisory Services, LLC
N/A—6,188-6,188-100%$570.6K———
Asset Management Group, Inc.
N/A—6,037-6,037-100%$556.7K———
Brasada Capital Management, LP
N/A—5,546-5,546-100%$511.4K———
Hilltop Wealth Advisors, LLC
N/A—5,406-5,406-100%$498.5K———
Investment Advisory Group, LLC
N/A—5,308-5,308-100%$489.5K———
Westmount Partners, LLC
N/A—5,280-5,280-100%$486.9K———
Focus Partners Wealth
N/A—5,134-5,134-100%$473.4K———
MAI Capital Management
N/A—5,089-5,089-100%$469.3K———
Sequoia Financial Advisors, LLC
N/A—5,079-5,079-100%$468.4K———
Glen Eagle Advisors, LLC
N/A—5,062-5,062-100%$466.8K———
Ausdal Financial Partners, Inc.
N/A—4,982-4,982-100%$459.4K———
FSA Advisors, Inc.
N/A—4,948-4,948-100%$456.3K———
Atlanta Consulting Group Advisors, LLC
N/A—4,891-4,891-100%$451.0K———
Quotient Wealth Partners, LLC
N/A—4,632-4,632-100%$427.1K———
Ameriprise Financial Inc
N/A—4,404-4,404-100%$406.1K———
Advyzon Investment Management, LLC
N/A—4,366-4,366-100%$402.6K———
Bessemer Group Inc
N/A—4,200-4,200-100%$387.0K———
Rothschild Investment LLC
N/A—4,050-4,050-100%$373.5K———
Goldman Sachs Group Inc
N/A—4,046-4,046-100%$373.1K———
Wealthspire Retirement, LLC
N/A—3,971-3,971-100%$366.2K———
EQ LLC
N/A—3,791-3,791-100%$349.6K———
Pinnacle Financial Partners, Inc.
N/A—3,727-3,727-100%$343.7K———
Astoria Portfolio Advisors Llc.
N/A—3,722-3,722-100%$343.2K———
Twin Peaks Wealth Advisors, LLC
N/A—3,448-3,448-100%$317.9K———
Widmann Financial Services, Inc.
N/A—3,380-3,380-100%$311.7K———
Centaurus Financial, Inc.
N/A—3,256-3,256-100%$300.0K———
Cary Street Partners Financial LLC
N/A—3,243-3,243-100%$299.1K———
Wealth Watch Advisors, Inc
N/A—3,162-3,162-100%$291.6K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—3,111-3,111-100%$286.9K———
Artemis Wealth Advisors, LLC
N/A—3,105-3,105-100%$286.3K———
Main Street Financial Solutions, LLC
N/A—3,051-3,051-100%$281.3K———
Tobias Financial Advisors, Inc.
N/A—3,001-3,001-100%$276.7K———
XTX Topco Ltd
N/A—3,000-3,000-100%$276.6K———
BCR Wealth Strategies, LLC
N/A—2,893-2,893-100%$266.0K———
Legacy Edge Advisors, LLC
N/A—2,837-2,837-100%$261.6K———
Ameriflex Group, Inc.
N/A—2,805-2,805-100%$258.6K———
Stonebridge Financial Planning Group, LLC
N/A—2,741-2,741-100%$252.7K———
Aptus Capital Advisors, LLC
N/A—2,547-2,547-100%$234.9K———
Mainstay Capital Management LLC
N/A—2,546-2,546-100%$234.8K———
OneAscent Wealth Management LLC
N/A—2,533-2,533-100%$233.6K———
PCM Encore, LLC
N/A—2,502-2,502-100%$230.7K———
IMA Advisory Services, Inc.
N/A—2,425-2,425-100%$223.6K———
Calton & Associates, Inc.
N/A—2,317-2,317-100%$213.7K———
Round Rock Advisors LLC
N/A—2,223-2,223-100%$205.0K———
Hershey Financial Advisers, LLC
N/A—2,217-2,217-100%$204.4K———
Sumitomo Mitsui Financial Group, Inc.
N/A—2,100-2,100-100%$193.6K———
Colonial Trust Co / SC
N/A—1,100-1,100-100%$101.9K———
Fiduciary Financial Advisors
N/A—981-981-100%$90.5K———
Smartleaf Asset Management LLC
N/A—917-917-100%$84.9K———
Ogorek Anthony Joseph
N/A—839-839-100%$77.0K———
Oakmont Advisory Group, LLC
N/A—812-812-100%$74.9K———
Strategic Wealth Partners, Ltd.
N/A—732-732-100%$67.5K———
HHM Wealth Advisors, LLC
N/A—632-632-100%$58.3K———
Allianz Asset Management GmbH
N/A—610-610-100%$56.2K———
Bartlett & Co. Wealth Management LLC
N/A—582-582-100%$53.7K———
Ancora Advisors LLCA
N/A—437-437-100%$40.3K———
Mark Sheptoff Financial Planning, LLC
N/A—380-380-100%$35.0K———
Beaird Harris Wealth Management, LLC
N/A—333-333-100%$30.7K———
Bogart Wealth, LLC
N/A—276-276-100%$25.5K———
Millstone Evans Group, LLC
N/A—246-246-100%$22.7K———
Harborfront Financial Group LLC
N/A—229-229-100%$21.1K———
FMR LLC
N/A—198-198-100%$18.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—187-187-100%$17.3K———
Morris Financial Concepts, Inc.
N/A—131-131-100%$12.1K———
Hantz Financial Services, Inc.
N/A—126-126-100%$12———
Federation des caisses Desjardins du Quebec
N/A—88-88-100%$8.1K———
NBH Bank
N/A—86-86-100%$7.9K———
FAS Wealth Partners, Inc.
N/A—72-72-100%$6.6K———
Crewe Advisors LLC
N/A—66-66-100%$6.1K———
Russell Investments Group, Ltd.
N/A—52-52-100%$4.8K———
Frazier Financial Advisors, LLC
N/A—3-3-100%$322———
Showing 569 of 569 institutions