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Pimco Enhanced Short Maturit (MINT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Assetmark, Inc
INCREASED
Shares11,717,988 from 10,403,312
Change+1,314,676 (+13%)
Value$1.2B (+$129.5M)
Filed 2026-10-21
Krilogy Financial LLC
INCREASED
Shares896,728 from 783,175
Change+113,553 (+15%)
Value$90.0M (+$11.1M)
Filed 2026-10-13
Keybank National Association
INCREASED
Shares831,503 from 800,438
Change+31,065 (+4%)
Value$83.6M (+$2.9M)
Filed 2026-11-04
Commonwealth Equity Services, LLC
INCREASED
Shares682,143 from 547,862
Change+134,281 (+25%)
Value$68.6M (+$13.4M)
Filed 2026-11-02
Atria Investments, Inc
INCREASED
Shares674,664 from 488,205
Change+186,459 (+38%)
Value$67.8M (+$18.6M)
Filed 2026-10-15
Advisor OS, LLC
INCREASED
Shares576,848 from 565,803
Change+11,045 (+2%)
Value$58.0M (+$963.5K)
Filed 2026-11-03
Creative Planning
INCREASED
Shares499,084 from 333,191
Change+165,893 (+50%)
Value$50.2M (+$16.6M)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares491,021 from 462,191
Change+28,830 (+6%)
Value$49.4M (+$2.8M)
Filed 2026-10-30
Gainplan LLC
DECREASED
Shares407,055 from 451,186
Change-44,131 (-10%)
Value$40.9M (-$4.6M)
Filed 2026-10-09
Novem Group
INCREASED
Shares378,478 from 176,273
Change+202,205 (+115%)
Value$38.1M (+$20.3M)
Filed 2026-10-19
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares353,034 from 380,583
Change-27,549 (-7%)
Value$35.5K (-$38.3M)
Filed 2026-11-02
WealthPlan Investment Management, LLC
INCREASED
Shares266,701 from 260,708
Change+5,993 (+2%)
Value$26.8M (+$534.8K)
Filed 2026-10-15
HB Wealth Management, LLC
DECREASED
Shares266,142 from 268,951
Change-2,809 (-1%)
Value$26.8M (-$352.4K)
Filed 2026-10-23
Citigroup Inc
INCREASED
Shares250,605 from 232,371
Change+18,234 (+8%)
Value$25.2M (+$1.8M)
Filed 2026-11-04
Visionary Wealth Advisors
INCREASED
Shares236,854 from 182,111
Change+54,743 (+30%)
Value$23.8M (+$5.5M)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares228,583 from 63,951
Change+164,632 (+257%)
Value$23.0M (+$16.5M)
Filed 2026-10-08
Compound Planning, Inc.
INCREASED
Shares220,924 from 214,644
Change+6,280 (+3%)
Value$22.2M (+$575.7K)
Filed 2026-11-05
Kwmg, LLC
INCREASED
Shares219,847 from 209,503
Change+10,344 (+5%)
Value$22.1M (+$985.6K)
Filed 2026-10-07
MGO One Seven LLC
INCREASED
Shares219,213 from 119,267
Change+99,946 (+84%)
Value$22.0M (+$10.0M)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares211,856 from 163,013
Change+48,843 (+30%)
Value$21.3M (+$4.9M)
Filed 2026-10-13
Cornerstone Wealth Management, LLC
DECREASED
Shares196,516 from 198,858
Change-2,342 (-1%)
Value$19.8M (-$286.8K)
Filed 2026-11-04
Providence First Trust Co
INCREASED
Shares193,563 from 188,307
Change+5,256 (+3%)
Value$19.5M (+$479.4K)
Filed 2026-11-02
Thrivent Financial for Lutherans
INCREASED
Shares188,598 from 173,128
Change+15,470 (+9%)
Value$18.9K (-$17.4M)
Filed 2026-11-05
HUB Investment Partners, LLC
INCREASED
Shares185,647 from 64,804
Change+120,843 (+186%)
Value$18.7M (+$12.1M)
Filed 2026-11-03
WJ Interests, LLC
INCREASED
Shares182,992 from 18,976
Change+164,016 (+864%)
Value$18.4M (+$16.5M)
Filed 2026-10-14
Williams Financial, LLC
INCREASED
Shares173,877 from 168,887
Change+4,990 (+3%)
Value$17.5M (+$457.8K)
Filed 2026-10-19
Planned Solutions, Inc.
INCREASED
Shares173,636 from 67,790
Change+105,846 (+156%)
Value$17.5M (+$10.6M)
Filed 2026-10-19
Fulton Breakefield Broenniman LLC
NEW
Shares152,783
Change+152,783
Value$15.4M
Filed 2026-11-03
Atlantic Edge Private Wealth Management, LLC
INCREASED
Shares152,070 from 122,282
Change+29,788 (+24%)
Value$15.3M (+$3.0M)
Filed 2026-10-20
Cottage Street Advisors LLC
INCREASED
Shares150,559 from 146,584
Change+3,975 (+3%)
Value$15.1M (+$361.7K)
Filed 2026-10-19
Brookstone Capital Management
DECREASED
Shares149,230 from 151,771
Change-2,541 (-2%)
Value$15.0M (-$294.9K)
Filed 2026-10-22
Roof Eidam Maycock Peralta, LLC
DECREASED
Shares147,565 from 149,639
Change-2,074 (-1%)
Value$14.8M (-$247.4K)
Filed 2026-10-15
Fifth Third Bancorp
INCREASED
Shares145,151 from 130,964
Change+14,187 (+11%)
Value$14.6M (+$1.4M)
Filed 2026-11-05
Dynamic Advisor Solutions LLC
INCREASED
Shares139,792 from 97,890
Change+41,902 (+43%)
Value$14.1M (+$4.2M)
Filed 2026-10-13
Naples Global Advisors, LLC
DECREASED
Shares134,392 from 137,306
Change-2,914 (-2%)
Value$13.5M (-$328.7K)
Filed 2026-11-05
Capital Investment Advisory Services, LLC
INCREASED
Shares127,768 from 121,516
Change+6,252 (+5%)
Value$12.8M (+$597.1K)
Filed 2026-10-30
IFP Advisors, Inc
INCREASED
Shares127,618 from 88,730
Change+38,888 (+44%)
Value$12.8M (+$3.9M)
Filed 2026-10-16
Buck Wealth Strategies, LLC
INCREASED
Shares120,635 from 117,164
Change+3,471 (+3%)
Value$12.1M (+$318.6K)
Filed 2026-10-28
Kestra Advisory Services, LLC
DECREASED
Shares115,534 from 139,776
Change-24,242 (-17%)
Value$11.6M (-$2.5M)
Filed 2026-11-02
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares114,221 from 107,009
Change+7,212 (+7%)
Value$11.5M (+$697.4K)
Filed 2026-10-16
Center For Asset Management LLC
INCREASED
Shares112,886 from 89,582
Change+23,304 (+26%)
Value$11.4M (+$2.3M)
Filed 2026-10-16
Pinnacle Financial Group, LLC / IL
INCREASED
Shares112,301 from 99,376
Change+12,925 (+13%)
Value$11.3M (+$1.3M)
Filed 2026-10-29
Koenig Investment Advisory, LLC
INCREASED
Shares112,206 from 95,328
Change+16,878 (+18%)
Value$11.3M (+$1.7M)
Filed 2026-10-09
Flagship Private Wealth, LLC
INCREASED
Shares108,115 from 63,698
Change+44,417 (+70%)
Value$10.9M (+$4.4M)
Filed 2026-11-05
Evergreen Capital Management LLC
DECREASED
Shares107,211 from 107,362
Change-151 (0%)
Value$10.8M (-$43.0K)
Filed 2026-10-23
Howland Capital Management LLC
INCREASED
Shares104,312 from 80,442
Change+23,870 (+30%)
Value$10.5M (+$2.4M)
Filed 2026-10-22
Stokes Capital Advisors, LLC
DECREASED
Shares103,397 from 128,565
Change-25,168 (-20%)
Value$10.4M (-$2.6M)
Filed 2026-10-09
Concurrent Investment Advisors, LLC
INCREASED
Shares102,839 from 58,027
Change+44,812 (+77%)
Value$10.3M (+$4.5M)
Filed 2026-10-16
AFG Fiduciary Services Limited Partnership
INCREASED
Shares101,139 from 100,653
Change+486 (+0%)
Value$10.2M (+$35.8K)
Filed 2026-10-21
Aviance Capital Partners, LLC
DECREASED
Shares101,046 from 105,748
Change-4,702 (-4%)
Value$10.2M (-$500.2K)
Filed 2026-10-29
Mission Financial Group, LLC
INCREASED
Shares99,010 from 78,211
Change+20,799 (+27%)
Value$10.0M (+$2.1M)
Filed 2026-10-21
Kingswood Wealth Advisors, LLC
INCREASED
Shares97,915 from 18,051
Change+79,864 (+442%)
Value$9.8M (+$8.0M)
Filed 2026-10-23
Robertson Stephens Wealth Management, LLC
INCREASED
Shares96,330 from 57,384
Change+38,946 (+68%)
Value$9.7M (+$3.9M)
Filed 2026-10-16
Trek Financial, LLC
INCREASED
Shares95,837 from 70,193
Change+25,644 (+37%)
Value$9.6M (+$2.6M)
Filed 2026-10-29
Aprio Wealth Management, LLC
INCREASED
Shares95,308 from 91,671
Change+3,637 (+4%)
Value$9.6M (+$341.9K)
Filed 2026-10-28
MinichMacGregor Wealth Management, LLC
DECREASED
Shares93,428 from 133,539
Change-40,111 (-30%)
Value$9.4M (-$4.1M)
Filed 2026-10-14
NavPoint Financial, Inc.
DECREASED
Shares91,535 from 106,235
Change-14,700 (-14%)
Value$9.2M (-$1.5M)
Filed 2026-10-21
Heirloom Wealth Management
INCREASED
Shares90,921 from 77,209
Change+13,712 (+18%)
Value$9.1M (+$1.4M)
Filed 2026-10-14
Independent Solutions Wealth Management, LLC
INCREASED
Shares88,873 from 78,214
Change+10,659 (+14%)
Value$8.9M (+$1.1M)
Filed 2026-10-28
WestHill Financial Advisors, Inc.
INCREASED
Shares88,524 from 81,971
Change+6,553 (+8%)
Value$8.9M (+$637.6K)
Filed 2026-10-14
Independent Financial Group, LLC
INCREASED
Shares87,814 from 67,112
Change+20,702 (+31%)
Value$8.8M (+$2.1M)
Filed 2026-10-13
Avion Wealth
INCREASED
Shares87,784 from 71,928
Change+15,856 (+22%)
Value$8.8K (-$7.2M)
Filed 2026-11-04
Moneco Advisors, LLC
INCREASED
Shares86,468 from 79,210
Change+7,258 (+9%)
Value$8.7M (+$709.2K)
Filed 2026-11-05
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares86,073 from 15,713
Change+70,360 (+448%)
Value$8.7M (+$7.1M)
Filed 2026-10-13
YHB Investment Advisors, Inc.
INCREASED
Shares84,953 from 82,205
Change+2,748 (+3%)
Value$8.5M (+$255.0K)
Filed 2026-10-08
RFG Advisory, LLC
INCREASED
Shares84,355 from 41,164
Change+43,191 (+105%)
Value$8.5M (+$4.3M)
Filed 2026-11-03
Park Avenue Securities LLC
INCREASED
Shares83,406 from 16,189
Change+67,217 (+415%)
Value$8.4K (-$1.6M)
Filed 2026-10-26
VestGen Advisors, LLC
DECREASED
Shares82,074 from 95,781
Change-13,707 (-14%)
Value$8.3M (-$1.4M)
Filed 2026-10-27
Prospera Financial Services Inc
INCREASED
Shares79,924 from 12,048
Change+67,876 (+563%)
Value$8.1M (+$6.8M)
Filed 2026-11-04
Sowell Financial Services LLC
INCREASED
Shares75,896 from 21,327
Change+54,569 (+256%)
Value$7.6M (+$5.5M)
Filed 2026-10-23
Oceanside Advisors LLC
INCREASED
Shares74,821 from 66,004
Change+8,817 (+13%)
Value$7.5M (+$869.4K)
Filed 2026-11-03
Hardworking Capital Advisors, LLC
INCREASED
Shares73,007 from 58,977
Change+14,030 (+24%)
Value$7.3M (+$1.4M)
Filed 2026-10-20
Procyon Advisors, LLC
INCREASED
Shares69,994 from 63,455
Change+6,539 (+10%)
Value$7.0M (+$641.0K)
Filed 2026-10-21
Eagle Strategies LLC
NEW
Shares69,316
Change+69,316
Value$7.0M
Filed 2026-10-16
Sigma Planning Corp
INCREASED
Shares68,178 from 61,802
Change+6,376 (+10%)
Value$6.9M (+$625.1K)
Filed 2026-10-23
Halbert Hargrove Global Advisors, LLC
INCREASED
Shares67,826 from 58,956
Change+8,870 (+15%)
Value$6.8M (+$876.6K)
Filed 2026-10-16
Sentinel Pension Advisors, LLC
INCREASED
Shares64,209 from 60,348
Change+3,861 (+6%)
Value$6.5M (+$382.9K)
Filed 2026-11-02
PFW Advisors LLC
INCREASED
Shares62,649 from 62,249
Change+400 (+1%)
Value$6.3M (+$24.0K)
Filed 2026-10-07
Able Financial Group, LLC
INCREASED
Shares62,050 from 41,841
Change+20,209 (+48%)
Value$6.2M (+$2.0M)
Filed 2026-10-14
Wedbush Securities Inc
DECREASED
Shares61,033 from 63,298
Change-2,265 (-4%)
Value$6.1K (-$6.4M)
Filed 2026-10-22
Capital Advisors Wealth Management, LLC
INCREASED
Shares60,455 from 57,744
Change+2,711 (+5%)
Value$6.1M (+$257.6K)
Filed 2026-10-09
Financial Futures Ltd Liability Co.
INCREASED
Shares59,826 from 18,946
Change+40,880 (+216%)
Value$6.0M (+$4.1M)
Filed 2026-10-13
WBH Advisory Inc
DECREASED
Shares59,184 from 74,295
Change-15,111 (-20%)
Value$6.0M (-$1.5M)
Filed 2026-11-05
Uncommon Cents Investing Inc
INCREASED
Shares58,865 from 57,585
Change+1,280 (+2%)
Value$5.9M (+$113.7K)
Filed 2026-10-20
Smith Thornton Advisors LLC
INCREASED
Shares58,538 from 56,181
Change+2,357 (+4%)
Value$5.9M (+$237.5K)
Filed 2026-10-16
Capital Management Associates, Inc
INCREASED
Shares56,848 from 52,501
Change+4,347 (+8%)
Value$5.7M (+$423.5K)
Filed 2026-10-20
StoneX Group Inc.
INCREASED
Shares56,254 from 43,741
Change+12,513 (+29%)
Value$5.7M (+$1.2M)
Filed 2026-11-03
Vima LLC
INCREASED
Shares56,033 from 50,001
Change+6,032 (+12%)
Value$5.6M (+$593.5K)
Filed 2026-10-23
Kathmere Capital Management, LLC
DECREASED
Shares55,593 from 56,126
Change-533 (-1%)
Value$5.6M (-$68.1K)
Filed 2026-10-20
Joel Adams & Associates, Inc.
INCREASED
Shares55,238 from 52,430
Change+2,808 (+5%)
Value$5.6M (+$268.6K)
Filed 2026-11-02
Heritage OAK Wealth Advisors LLC
NEW
Shares55,079
Change+55,079
Value$5.5M
Filed 2026-10-14
Integrity Alliance, Llc.
DECREASED
Shares54,860 from 64,340
Change-9,480 (-15%)
Value$5.5M (-$969.9K)
Filed 2026-10-29
Beacon Investment Advisory Services, Inc.
DECREASED
Shares52,880 from 67,058
Change-14,178 (-21%)
Value$5.3M (-$1.4M)
Filed 2026-10-13
Milestone Asset Management, LLC
INCREASED
Shares52,849 from 47,495
Change+5,354 (+11%)
Value$5.3M (+$526.0K)
Filed 2026-10-15
Advocate Group LLC
INCREASED
Shares51,634 from 48,356
Change+3,278 (+7%)
Value$5.2M (+$317.0K)
Filed 2026-10-19
Jmac Enterprises LLC
DECREASED
Shares48,968 from 51,851
Change-2,883 (-6%)
Value$4.9M (-$303.4K)
Filed 2026-10-30
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares48,462 from 9,825
Change+38,637 (+393%)
Value$4.9M (+$3.9M)
Filed 2026-10-14
City Center Advisors, LLC
INCREASED
Shares48,288 from 47,575
Change+713 (+2%)
Value$4.9M (+$59.4K)
Filed 2026-10-08
Mattern Wealth Management LLC
INCREASED
Shares48,110 from 34,705
Change+13,405 (+39%)
Value$4.8M (+$1.3M)
Filed 2026-11-04
Friedenthal Financial
INCREASED
Shares47,784 from 46,836
Change+948 (+2%)
Value$4.8M (+$83.1K)
Filed 2026-10-27
Mullaney, Keating & Wright, Inc.
INCREASED
Shares46,622 from 44,105
Change+2,517 (+6%)
Value$4.7M (+$241.6K)
Filed 2026-10-19
Wincap Financial LLC
DECREASED
Shares46,317 from 48,073
Change-1,756 (-4%)
Value$4.7M (-$189.0K)
Filed 2026-10-20
Values First Advisors, Inc.
DECREASED
Shares46,085 from 46,886
Change-801 (-2%)
Value$4.6M (-$92.7K)
Filed 2026-10-23
Goodman Advisory Group, LLC
DECREASED
Shares46,002 from 47,581
Change-1,579 (-3%)
Value$4.6M (-$171.1K)
Filed 2026-11-02
FIG Financial Advisory Services Inc
INCREASED
Shares44,578 from 5,046
Change+39,532 (+783%)
Value$4.5M (+$4.0M)
Filed 2026-10-07
Clear Point Advisors Inc.
NEW
Shares44,065
Change+44,065
Value$4.4M
Filed 2026-10-30
Johnson Financial Group, LLC
DECREASED
Shares44,047 from 54,674
Change-10,627 (-19%)
Value$4.4M (-$1.1M)
Filed 2026-11-03
Pinnacle Associates LTD
DECREASED
Shares43,281 from 44,122
Change-841 (-2%)
Value$4.4M (-$96.1K)
Filed 2026-10-20
Stone Wealth Partners
DECREASED
Shares42,628 from 55,778
Change-13,150 (-24%)
Value$4.3M (-$1.3M)
Filed 2026-11-05
Klaas Financial Asset Advisors, LLC
INCREASED
Shares41,871 from 41,496
Change+375 (+1%)
Value$4.2M (+$26.9K)
Filed 2026-10-19
Balefire, LLC
INCREASED
Shares39,886 from 6,208
Change+33,678 (+542%)
Value$4.0M (+$3.4M)
Filed 2026-10-09
Choreo, LLC
INCREASED
Shares39,669 from 36,779
Change+2,890 (+8%)
Value$4.0M (+$281.0K)
Filed 2026-10-28
Westside Investment Management, Inc.
DECREASED
Shares39,521 from 41,179
Change-1,658 (-4%)
Value$4.0M (-$177.9K)
Filed 2026-11-02
Essential Planning, Llc.
INCREASED
Shares39,245 from 36,001
Change+3,244 (+9%)
Value$3.9M (+$316.8K)
Filed 2026-10-21
Peck Wealth Management, LLC
INCREASED
Shares38,383 from 24,605
Change+13,778 (+56%)
Value$3.9M (+$1.4M)
Filed 2026-10-29
SFG Wealth Management, Llc.
DECREASED
Shares38,004 from 42,657
Change-4,653 (-11%)
Value$3.8M (-$479.0K)
Filed 2026-10-23
American Institute for Advanced Investment Management, LLP
INCREASED
Shares37,869 from 36,958
Change+911 (+2%)
Value$3.8M (+$82.0K)
Filed 2026-11-03
TD Waterhouse Canada Inc.
DECREASED
Shares37,868 from 38,119
Change-251 (-1%)
Value$3.8M (-$33.1K)
Filed 2026-10-16
SkyOak Wealth, LLC
DECREASED
Shares37,816 from 39,004
Change-1,188 (-3%)
Value$3.8M (-$129.6K)
Filed 2026-10-28
McKinley Carter Wealth Services, Inc.
INCREASED
Shares37,646 from 35,105
Change+2,541 (+7%)
Value$3.8M (+$246.4K)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
INCREASED
Shares36,004 from 14,309
Change+21,695 (+152%)
Value$3.6M (+$2.2M)
Filed 2026-11-04
FSM Wealth Advisors, LLC
DECREASED
Shares35,901 from 37,495
Change-1,594 (-4%)
Value$3.6M (-$176.1K)
Filed 2026-10-27
Partners Wealth Management, LLC
NEW
Shares35,308
Change+35,308
Value$3.6M
Filed 2026-10-28
TFB Advisors LLC
INCREASED
Shares34,740 from 29,668
Change+5,072 (+17%)
Value$3.5M (+$502.3K)
Filed 2026-11-02
Aegis Wealth Management, Inc.
DECREASED
Shares34,428 from 55,032
Change-20,604 (-37%)
Value$3.5M (-$2.1M)
Filed 2026-10-26
Intergy Private Wealth, LLC
INCREASED
Shares34,252 from 30,973
Change+3,279 (+11%)
Value$3.4M (+$321.6K)
Filed 2026-10-16
Parsons Capital Management Inc
DECREASED
Shares34,101 from 37,656
Change-3,555 (-9%)
Value$3.4M (-$367.3K)
Filed 2026-10-28
Apollon Wealth Management, LLC
DECREASED
Shares32,634 from 32,914
Change-280 (-1%)
Value$3.3M (-$36.7K)
Filed 2026-10-23
Mid-American Wealth Advisory Group, Inc.
INCREASED
Shares31,758 from 28,425
Change+3,333 (+12%)
Value$3.2M (+$327.7K)
Filed 2026-10-21
Asset One Wealth Management LLC
INCREASED
Shares31,753 from 23,274
Change+8,479 (+36%)
Value$3.2M (+$851.7K)
Filed 2026-11-02
Occidental Asset Management, LLC
INCREASED
Shares31,477 from 10,803
Change+20,674 (+191%)
Value$3.2M (+$2.1M)
Filed 2026-11-05
Csenge Advisory Group
INCREASED
Shares31,292 from 23,765
Change+7,527 (+32%)
Value$3.1M (+$750.7K)
Filed 2026-11-04
J.W. Cole Advisors, Inc.
INCREASED
Shares30,597 from 28,606
Change+1,991 (+7%)
Value$3.1M (+$192.7K)
Filed 2026-11-05
Capital Advisors, Ltd. LLC
INCREASED
Shares30,302 from 27,572
Change+2,730 (+10%)
Value$3.0K (+$267)
Filed 2026-10-27
Lido Advisors, LLC
DECREASED
Shares30,165 from 31,683
Change-1,518 (-5%)
Value$3.0M (-$160.8K)
Filed 2026-11-04
Foundry Financial Group, Inc.
INCREASED
Shares30,077 from 29,266
Change+811 (+3%)
Value$3.0M (+$73.9K)
Filed 2026-10-28
Montag A & Associates Inc
DECREASED
Shares29,122 from 34,063
Change-4,941 (-15%)
Value$2.9M (-$505.7K)
Filed 2026-10-29
BIP Wealth, LLC
DECREASED
Shares28,889 from 37,022
Change-8,133 (-22%)
Value$2.9M (-$827.4K)
Filed 2026-10-22
Macroview Investment Management LLC
INCREASED
Shares28,750 from 24,727
Change+4,023 (+16%)
Value$2.9M (+$398.1K)
Filed 2026-10-26
HCR Wealth Advisors
INCREASED
Shares28,679 from 18,878
Change+9,801 (+52%)
Value$2.9M (+$980.6K)
Filed 2026-10-15
Blueline Advisors LLC
INCREASED
Shares27,980 from 27,570
Change+410 (+1%)
Value$2.8M (+$34.0K)
Filed 2026-10-15
Paulson Wealth Management Inc.
DECREASED
Shares27,859 from 28,699
Change-840 (-3%)
Value$2.8M (-$91.9K)
Filed 2026-11-02
Sage Capital Management, LLC
DECREASED
Shares27,384 from 30,041
Change-2,657 (-9%)
Value$2.8M (-$275.1K)
Filed 2026-10-20
Sanchez Gaunt Capital Management, LLC
DECREASED
Shares27,177 from 27,740
Change-563 (-2%)
Value$2.7M (-$63.8K)
Filed 2026-11-03
Sage Rhino Capital LLC
INCREASED
Shares26,651 from 26,437
Change+214 (+1%)
Value$2.7M (+$14.7K)
Filed 2026-10-28
Axxcess Wealth Management, LLC
DECREASED
Shares26,103 from 32,206
Change-6,103 (-19%)
Value$2.6M (-$622.0K)
Filed 2026-10-21
D.A. Davidson & Co.
INCREASED
Shares26,065 from 24,994
Change+1,071 (+4%)
Value$2.6M (+$101.2K)
Filed 2026-10-28
Kestra Private Wealth Services, LLC
INCREASED
Shares26,039 from 24,938
Change+1,101 (+4%)
Value$2.6M (+$104.3K)
Filed 2026-10-30
Anchor Capital Advisors LLC
DECREASED
Shares25,963 from 26,708
Change-745 (-3%)
Value$2.6M (-$81.9K)
Filed 2026-11-05
Wagner Wealth Management, LLC
DECREASED
Shares25,747 from 26,177
Change-430 (-2%)
Value$2.6M (-$50.0K)
Filed 2026-10-21
SeaCrest Wealth Management, LLC
INCREASED
Shares24,841 from 20,311
Change+4,530 (+22%)
Value$2.5M (+$450.2K)
Filed 2026-10-21
Rockport Wealth LLC
INCREASED
Shares23,775 from 4,440
Change+19,335 (+435%)
Value$2.4M (+$1.9M)
Filed 2026-11-03
Blueprint Investment Partners LLC
DECREASED
Shares23,459 from 23,953
Change-494 (-2%)
Value$2.4M (-$55.9K)
Filed 2026-10-28
Blueprint Financial Advisors LLC
DECREASED
Shares23,268 from 23,762
Change-494 (-2%)
Value$2.3M (-$55.8K)
Filed 2026-10-28
Legacy Solutions, LLC
INCREASED
Shares22,517 from 21,126
Change+1,391 (+7%)
Value$2.3M (+$134.4K)
Filed 2026-10-07
Surience Private Wealth LLC
DECREASED
Shares22,287 from 34,779
Change-12,492 (-36%)
Value$2.2M (-$1.3M)
Filed 2026-10-16
Private Client Services, LLC
INCREASED
Shares22,117 from 8,257
Change+13,860 (+168%)
Value$2.2M (+$1.4M)
Filed 2026-10-02
SYM Financial Corp
INCREASED
Shares21,145 from 19,962
Change+1,183 (+6%)
Value$2.1M (+$113.7K)
Filed 2026-10-26
John W. Brooker & Co., CPAs
INCREASED
Shares21,065 from 16,501
Change+4,564 (+28%)
Value$2.1M (+$454.6K)
Filed 2026-10-21
Net Worth Advisory Group
DECREASED
Shares20,986 from 21,903
Change-917 (-4%)
Value$2.1M (-$103.9K)
Filed 2026-10-20
ETF Store, Inc.
INCREASED
Shares20,556 from 19,948
Change+608 (+3%)
Value$2.1M (+$55.9K)
Filed 2026-10-19
Unified Investment Management
INCREASED
Shares20,441 from 20,095
Change+346 (+2%)
Value$2.1M (+$29.6K)
Filed 2026-10-14
Narus Financial Partners, LLC
INCREASED
Shares19,996 from 11,279
Change+8,717 (+77%)
Value$2.0M (+$873.6K)
Filed 2026-10-19
Cedar Mountain Advisors, LLC
DECREASED
Shares19,858 from 22,020
Change-2,162 (-10%)
Value$2.0M (-$223.1K)
Filed 2026-10-15
Legacy Capital Wealth Partners, LLC
DECREASED
Shares19,650 from 25,523
Change-5,873 (-23%)
Value$2.0M (-$597.2K)
Filed 2026-10-21
Wealth Alliance Advisory Group, LLC
INCREASED
Shares19,526 from 16,689
Change+2,837 (+17%)
Value$2.0M (+$280.9K)
Filed 2026-10-14
Altfest L J & Co Inc
DECREASED
Shares19,381 from 19,690
Change-309 (-2%)
Value$1.9M (-$36.2K)
Filed 2026-10-27
Waystone Advisors LLC
DECREASED
Shares19,375 from 19,733
Change-358 (-2%)
Value$2.0M (-$36.1K)
Filed 2026-10-16
Signature Estate & Investment Advisors LLC
DECREASED
Shares19,293 from 21,152
Change-1,859 (-9%)
Value$1.9M (-$192.4K)
Filed 2026-10-13
Founders Financial Securities LLC
NEW
Shares18,747
Change+18,747
Value$1.9M
Filed 2026-10-28
Oak Grove Capital LLC
UNCHANGED
Shares18,384 from 18,384
Change0 (0%)
Value$1.8M (-$4.8K)
Filed 2026-10-09
RiverTree Advisors, LLC
DECREASED
Shares18,089 from 18,768
Change-679 (-4%)
Value$1.8M (-$73.2K)
Filed 2026-10-13
Berman McAleer LLC
INCREASED
Shares17,834 from 8,679
Change+9,155 (+105%)
Value$1.8M (+$918.3K)
Filed 2026-10-16
Vista Investment Partners II, LLC
INCREASED
Shares17,817 from 16,919
Change+898 (+5%)
Value$1.8M (+$85.9K)
Filed 2026-10-15
Avidian Wealth Enterprises, LLC
INCREASED
Shares17,703 from 8,882
Change+8,821 (+99%)
Value$1.8M (+$884.7K)
Filed 2026-10-08
Flaharty Asset Management, LLC
DECREASED
Shares17,602 from 45,705
Change-28,103 (-61%)
Value$1.8M (-$2.8M)
Filed 2026-11-02
Brown, Lisle Ings, Inc.
UNCHANGED
Shares17,419 from 17,419
Change0 (0%)
Value$1.8M (-$4.5K)
Filed 2026-10-16
Soltis Investment Advisors LLC
INCREASED
Shares16,812 from 15,054
Change+1,758 (+12%)
Value$1.7M (+$172.9K)
Filed 2026-10-28
Waterway Wealth Management, LLC
DECREASED
Shares16,743 from 247,582
Change-230,839 (-93%)
Value$1.7M (-$23.3M)
Filed 2026-10-28
Rossby Financial, LCC
INCREASED
Shares16,289 from 7,390
Change+8,899 (+120%)
Value$1.6M (+$892.9K)
Filed 2026-11-05
Private Trust Co NA
INCREASED
Shares15,893 from 13,841
Change+2,052 (+15%)
Value$1.6M (+$202.8K)
Filed 2026-10-20
Regatta Capital Group, LLC
DECREASED
Shares15,798 from 20,841
Change-5,043 (-24%)
Value$1.6M (-$512.5K)
Filed 2026-10-23
Spire Wealth Management
INCREASED
Shares15,731 from 15,003
Change+728 (+5%)
Value$1.6M (+$69.2K)
Filed 2026-10-30
Phoenix Wealth Advisors
INCREASED
Shares15,628 from 15,353
Change+275 (+2%)
Value$1.6M (+$23.7K)
Filed 2026-11-03
Crown Wealth Group, LLC
INCREASED
Shares15,463 from 14,873
Change+590 (+4%)
Value$1.6M (+$55.5K)
Filed 2026-10-19
Total Clarity Wealth Management, Inc.
INCREASED
Shares15,434 from 7,712
Change+7,722 (+100%)
Value$1.6M (+$774.4K)
Filed 2026-10-26
Cynosure Group, LLC
NEW
Shares14,935
Change+14,935
Value$1.5M
Filed 2026-11-03
Balboa Wealth Partners
INCREASED
Shares14,927 from 14,558
Change+369 (+3%)
Value$1.5M (+$33.4K)
Filed 2026-10-20
Strategic Blueprint, LLC
INCREASED
Shares14,834 from 4,504
Change+10,330 (+229%)
Value$1.5M (+$1.0M)
Filed 2026-10-22
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares14,227 from 20,891
Change-6,664 (-32%)
Value$1.4M (-$675.5K)
Filed 2026-10-30
Objective Capital Management, LLC
INCREASED
Shares14,150 from 3,450
Change+10,700 (+310%)
Value$1.4M (+$1.1M)
Filed 2026-10-13
Essex Bank
DECREASED
Shares14,121 from 14,454
Change-333 (-2%)
Value$1.4M (-$37.2K)
Filed 2026-10-16
Towneley Capital Management, Inc / de
INCREASED
Shares13,850 from 13,790
Change+60 (+0%)
Value$1.4M (+$2.5K)
Filed 2026-10-09
Nations Financial Group Inc,
INCREASED
Shares13,814 from 13,111
Change+703 (+5%)
Value$1.4M (+$67.3K)
Filed 2026-11-05
Shayne & Jacobs, LLC
UNCHANGED
Shares13,658 from 13,658
Change0 (0%)
Value$1.4M (-$3.6K)
Filed 2026-10-21
Birch Capital Management, LLC
DECREASED
Shares13,521 from 14,209
Change-688 (-5%)
Value$1.4M (-$72.9K)
Filed 2026-10-27
Beacon Financial Planning, Inc
INCREASED
Shares13,509 from 8,420
Change+5,089 (+60%)
Value$1.4M (+$509.4K)
Filed 2026-11-04
MCF Advisors LLC
DECREASED
Shares13,328 from 13,722
Change-394 (-3%)
Value$1.3M (-$43.2K)
Filed 2026-10-28
Arbor Investment Advisors, LLC
INCREASED
Shares13,044 from 9,098
Change+3,946 (+43%)
Value$1.3M (+$394.4K)
Filed 2026-10-26
Lodestone Wealth Management LLC
INCREASED
Shares12,946 from 11,025
Change+1,921 (+17%)
Value$1.3M (+$190.4K)
Filed 2026-10-14
Cooper Financial Group
INCREASED
Shares12,711 from 8,514
Change+4,197 (+49%)
Value$1.3M (+$419.8K)
Filed 2026-10-07
Pacific Excel Wealth Advisors, Inc.
NEW
Shares12,615
Change+12,615
Value$1.3M
Filed 2026-10-27
Avid Wealth Partners LLC
INCREASED
Shares12,501 from 11,278
Change+1,223 (+11%)
Value$1.3M (+$120.0K)
Filed 2026-11-03
Summa Corp.
UNCHANGED
Shares12,450 from 12,450
Change0 (0%)
Value$1.3M (-$3.0K)
Filed 2026-10-30
Ascent Group, LLC
INCREASED
Shares12,425 from 10,195
Change+2,230 (+22%)
Value$1.2M (+$221.6K)
Filed 2026-10-30
Quest 10 Wealth Builders, Inc.
INCREASED
Shares12,364 from 12,024
Change+340 (+3%)
Value$1.2M (+$33.2K)
Filed 2026-11-02
Kachkovsky & Fisher, Inc.
INCREASED
Shares12,330 from 10,039
Change+2,291 (+23%)
Value$1.2M (+$227.8K)
Filed 2026-10-21
Stage Harbor Financial, LLC
INCREASED
Shares12,219 from 5,316
Change+6,903 (+130%)
Value$1.2M (+$692.7K)
Filed 2026-11-03
Capital Planning LLC
NEW
Shares11,927
Change+11,927
Value$1.2M
Filed 2026-10-09
Montis Financial, LLC
DECREASED
Shares11,878 from 13,094
Change-1,216 (-9%)
Value$1.2M (-$125.7K)
Filed 2026-11-04
B. Riley Wealth Advisors, Inc.
INCREASED
Shares11,837 from 4,698
Change+7,139 (+152%)
Value$1.2M (+$716.8K)
Filed 2026-10-13
Ashton Thomas Private Wealth, LLC
INCREASED
Shares11,753 from 11,497
Change+256 (+2%)
Value$1.2M (+$22.7K)
Filed 2026-11-03
Carnegie Investment Counsel
UNCHANGED
Shares11,743 from 11,743
Change0 (0%)
Value$1.2M (-$3.1K)
Filed 2026-10-20
Ascentis Independent Advisors
NEW
Shares11,595
Change+11,595
Value$1.2M
Filed 2026-11-03
Richard P Slaughter Associates Inc
DECREASED
Shares11,518 from 14,271
Change-2,753 (-19%)
Value$1.2M (-$280.6K)
Filed 2026-10-13
Oppenheimer & Co Inc
INCREASED
Shares11,425 from 10,429
Change+996 (+10%)
Value$1.1M (+$97.4K)
Filed 2026-10-26
Mayfair Advisory Group, LLC
INCREASED
Shares11,383 from 11,348
Change+35 (+0%)
Value$1.1M (+$2.1K)
Filed 2026-10-20
Nova Financial LLC
NEW
Shares11,248
Change+11,248
Value$1.1M
Filed 2026-11-04
Cornerstone Wealth, LLC
NEW
Shares11,071
Change+11,071
Value$1.1M
Filed 2026-10-28
Roger Wittlin Investment Advisory, LLC
INCREASED
Shares11,049 from 10,940
Change+109 (+1%)
Value$1.1M (+$8.1K)
Filed 2026-10-19
Noble Wealth Management PBC
DECREASED
Shares10,962 from 11,679
Change-717 (-6%)
Value$1.1M (-$75.1K)
Filed 2026-10-01
Carlson Financial, Inc.
INCREASED
Shares10,517 from 6,921
Change+3,596 (+52%)
Value$1.1M (+$359.7K)
Filed 2026-11-05
Creative Capital Management Investments LLC
DECREASED
Shares10,384 from 11,876
Change-1,492 (-13%)
Value$1.0M (-$153.1K)
Filed 2026-10-28
Financial Management Professionals, Inc.
INCREASED
Shares10,346 from 9,393
Change+953 (+10%)
Value$1.0M (+$93.4K)
Filed 2026-10-23
Farmers & Merchants Trust Co of Long Beach
DECREASED
Shares10,266 from 10,336
Change-70 (-1%)
Value$1.0M (-$9.7K)
Filed 2026-10-22
Koshinski Asset Management, Inc.
INCREASED
Shares10,143 from 9,573
Change+570 (+6%)
Value$1.0M (+$54.8K)
Filed 2026-10-29
Apella Capital, LLC
INCREASED
Shares9,992 from 2,408
Change+7,584 (+315%)
Value$1.0M (+$760.7K)
Filed 2026-10-08
Weaver Consulting Group
NEW
Shares9,935
Change+9,935
Value$999.0K
Filed 2026-10-07
Perigon Wealth Management, LLC
INCREASED
Shares9,926 from 8,705
Change+1,221 (+14%)
Value$998.1K (+$120.5K)
Filed 2026-10-22
Parallel Advisors, LLC
INCREASED
Shares9,761 from 261
Change+9,500 (+3640%)
Value$981.5K (+$955.2K)
Filed 2026-11-03
Wealth Advisory Solutions, LLC
INCREASED
Shares9,626 from 7,175
Change+2,451 (+34%)
Value$967.9K (+$244.6K)
Filed 2026-10-20
Flagship Harbor Advisors, LLC
INCREASED
Shares9,429 from 8,267
Change+1,162 (+14%)
Value$948.1K (+$114.7K)
Filed 2026-10-26
Stirlingshire Investments, Inc.
INCREASED
Shares9,307 from 7,411
Change+1,896 (+26%)
Value$935.9K (+$188.7K)
Filed 2026-11-05
SteelPeak Wealth, LLC
INCREASED
Shares9,239 from 8,864
Change+375 (+4%)
Value$928.9K (+$35.4K)
Filed 2026-10-16
Mezzasalma Advisors, LLC
INCREASED
Shares9,177 from 8,794
Change+383 (+4%)
Value$922.8K (+$36.3K)
Filed 2026-10-14
True North Advisors, LLC
INCREASED
Shares9,152 from 3,977
Change+5,175 (+130%)
Value$920.2K (+$519.3K)
Filed 2026-10-22
Powell Investment Advisors, LLC
INCREASED
Shares9,119 from 9,111
Change+8 (+0%)
Value$916.9K (-$1.6K)
Filed 2026-10-22
XY Planning Network, Inc.
INCREASED
Shares9,018 from 2,211
Change+6,807 (+308%)
Value$906.8K (+$683.9K)
Filed 2026-10-14
Kanawha Capital Management LLC
DECREASED
Shares9,013 from 9,063
Change-50 (-1%)
Value$906.3K (-$7.4K)
Filed 2026-10-19
Alterna Wealth Management, Inc
INCREASED
Shares8,990 from 8,960
Change+30 (+0%)
Value$904.0K (+$722)
Filed 2026-10-27
Birchwood Financial Partners, Inc.
INCREASED
Shares8,802 from 7,486
Change+1,316 (+18%)
Value$885.0K (+$130.3K)
Filed 2026-11-02
Allspring Global Investments Holdings, LLC
INCREASED
Shares8,801 from 7,301
Change+1,500 (+21%)
Value$883.0K (+$149.1K)
Filed 2026-11-04
Elevation Capital Advisory, LLC
NEW
Shares8,764
Change+8,764
Value$881.2K
Filed 2026-10-29
Transcendent Capital Group LLC
INCREASED
Shares8,274 from 8,255
Change+19 (+0%)
Value$832.0K (-$242)
Filed 2026-10-28
Financial Guidance Group, Inc.
DECREASED
Shares8,220 from 8,544
Change-324 (-4%)
Value$826.6K (-$34.8K)
Filed 2026-10-21
Elevation Point Wealth Partners, LLC
INCREASED
Shares8,121 from 4,594
Change+3,527 (+77%)
Value$816.4K (+$353.2K)
Filed 2026-11-05
Chicago Partners Investment Group LLC
DECREASED
Shares8,010 from 8,543
Change-533 (-6%)
Value$806.0K (-$53.8K)
Filed 2026-10-27
Independent Wealth Network Inc.
DECREASED
Shares8,010 from 8,046
Change-36 (0%)
Value$805.4K (-$5.8K)
Filed 2026-10-19
Tcfg Investment Advisors, LLC
DECREASED
Shares7,986 from 8,381
Change-395 (-5%)
Value$800.7K (-$41.9K)
Filed 2026-10-20
Lantern Wealth Advisors, LLC
DECREASED
Shares7,695 from 10,669
Change-2,974 (-28%)
Value$773.8K (-$301.7K)
Filed 2026-10-22
Davenport & Co LLC
DECREASED
Shares7,659 from 7,717
Change-58 (-1%)
Value$770.1K (-$7.8K)
Filed 2026-10-14
Integrated Advisors Network LLC
INCREASED
Shares7,565 from 4,734
Change+2,831 (+60%)
Value$760.7K (+$283.5K)
Filed 2026-10-20
Sovran Advisors, LLC
DECREASED
Shares7,428 from 13,284
Change-5,856 (-44%)
Value$747.8K (-$590.3K)
Filed 2026-11-02
Riverchase Wealth Management, LLC
INCREASED
Shares7,376 from 6,331
Change+1,045 (+17%)
Value$741.6K (+$103.4K)
Filed 2026-10-28
Pinion Investment Advisors, LLC
INCREASED
Shares7,345 from 6,624
Change+721 (+11%)
Value$738.5K (+$70.8K)
Filed 2026-11-04
Firethorn Wealth Partners, LLC
INCREASED
Shares7,127 from 2,907
Change+4,220 (+145%)
Value$716.6K (+$423.5K)
Filed 2026-10-14
Adamsbrown Wealth Consultants LLC
INCREASED
Shares7,059 from 2,944
Change+4,115 (+140%)
Value$709.8K (+$413.1K)
Filed 2026-10-20
Selby Wealth Management, LLC
INCREASED
Shares7,059 from 7,034
Change+25 (+0%)
Value$709.8K (+$766)
Filed 2026-10-16
United Advisor Group, LLC
INCREASED
Shares7,056 from 2,483
Change+4,573 (+184%)
Value$709.5K (+$459.2K)
Filed 2026-11-03
Global View Capital Management LLC
NEW
Shares6,994
Change+6,994
Value$703.2K
Filed 2026-10-28
Fiduciary Alliance LLC
DECREASED
Shares6,916 from 15,321
Change-8,405 (-55%)
Value$695.4K (-$849.1K)
Filed 2026-10-13
Catalyst Private Wealth, LLC
UNCHANGED
Shares6,900 from 6,900
Change0 (0%)
Value$693.8K (-$1.8K)
Filed 2026-10-13
Financial Enhancement Group LLC
DECREASED
Shares6,632 from 7,789
Change-1,157 (-15%)
Value$665.6K (-$119.6K)
Filed 2026-10-08
CGC Financial Services, LLC
DECREASED
Shares6,615 from 6,795
Change-180 (-3%)
Value$665.1K (-$19.9K)
Filed 2026-10-13
Greatmark Investment Partners, Inc.
DECREASED
Shares6,585 from 8,210
Change-1,625 (-20%)
Value$662.1K (-$165.5K)
Filed 2026-10-28
US Bancorp \de\
INCREASED
Shares6,545 from 5,624
Change+921 (+16%)
Value$658.1K (+$91.1K)
Filed 2026-11-05
Accurate Wealth Management, LLC
DECREASED
Shares6,515 from 9,562
Change-3,047 (-32%)
Value$654.2K (-$307.5K)
Filed 2026-10-20
AdvisorNet Financial, Inc
DECREASED
Shares6,504 from 6,702
Change-198 (-3%)
Value$653.2K (-$22.4K)
Filed 2026-10-15
BlueChip Wealth Advisors LLC
INCREASED
Shares6,437 from 2,605
Change+3,832 (+147%)
Value$647.2K (+$384.6K)
Filed 2026-11-03
Midwest Financial Network, LLC
INCREASED
Shares6,430 from 6,344
Change+86 (+1%)
Value$646.5K (+$7.0K)
Filed 2026-10-13
Sard Wealth Management Group, LLC
DECREASED
Shares6,374 from 18,091
Change-11,717 (-65%)
Value$640.9K (-$1.2M)
Filed 2026-10-16
Power Wealth Management LLC
DECREASED
Shares6,353 from 7,897
Change-1,544 (-20%)
Value$638.8K (-$157.3K)
Filed 2026-10-27
Uptown Financial Advisors LLC
INCREASED
Shares6,311 from 4,956
Change+1,355 (+27%)
Value$634.7K (+$135.0K)
Filed 2026-10-15
Compass Financial Management LLC
INCREASED
Shares6,231 from 5,712
Change+519 (+9%)
Value$626.5K (+$51.9K)
Filed 2026-10-30
Diversify Advisory Services, LLC
INCREASED
Shares6,200 from 5,021
Change+1,179 (+23%)
Value$623.0K (+$117.4K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares6,200 from 5,021
Change+1,179 (+23%)
Value$623.0K (+$117.4K)
Filed 2026-10-20
Prime Capital Investment Advisors, LLC
INCREASED
Shares6,054 from 5,192
Change+862 (+17%)
Value$608.8K (+$85.4K)
Filed 2026-10-20
Closed-End Fund Advisors, Inc.
DECREASED
Shares6,023 from 7,265
Change-1,242 (-17%)
Value$605.6K (-$126.8K)
Filed 2026-11-04
Spinnaker Investment Group, LLC
DECREASED
Shares5,975 from 11,982
Change-6,007 (-50%)
Value$600.8K (-$607.1K)
Filed 2026-10-13
Triumph Capital Management
DECREASED
Shares5,958 from 6,134
Change-176 (-3%)
Value$599.1K (-$19.2K)
Filed 2026-10-14
SilverOak Wealth Management LLC
INCREASED
Shares5,834 from 5,194
Change+640 (+12%)
Value$586.6K (+$63.0K)
Filed 2026-10-29
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED
Shares5,590 from 5,620
Change-30 (-1%)
Value$562.1K (-$3.6K)
Filed 2026-10-21
Archer Investment Corp
DECREASED
Shares5,549 from 5,647
Change-98 (-2%)
Value$558.0K (-$11.3K)
Filed 2026-11-05
Nordwand Advisors, LLC
UNCHANGED
Shares5,503 from 5,503
Change0 (0%)
Value$553.3K (-$1.4K)
Filed 2026-11-05
Vise Technologies, Inc.
INCREASED
Shares5,491 from 3,978
Change+1,513 (+38%)
Value$552.1K (+$151.1K)
Filed 2026-10-29
Lloyd Advisory Services, Llc.
INCREASED
Shares5,410 from 5,126
Change+284 (+6%)
Value$544.0K (+$27.2K)
Filed 2026-11-02
BridgePort Financial Solutions, LLC
DECREASED
Shares5,386 from 5,531
Change-145 (-3%)
Value$541.6K (-$16.0K)
Filed 2026-11-02
CoreCap Advisors, LLC
INCREASED
Shares5,215 from 4,845
Change+370 (+8%)
Value$524.4K (+$36.0K)
Filed 2026-10-08
Bank of New York Mellon Corp
INCREASED
Shares5,094 from 3,563
Change+1,531 (+43%)
Value$512.2K (+$153.0K)
Filed 2026-11-05
Venture Visionary Partners LLC
NEW
Shares5,073
Change+5,073
Value$510.2K
Filed 2026-10-07
Robinswood Financial LLC
DECREASED
Shares5,058 from 5,420
Change-362 (-7%)
Value$508.4K (-$38.1K)
Filed 2026-10-20
Baron Wealth Management LLC
INCREASED
Shares5,043 from 3,462
Change+1,581 (+46%)
Value$507.1K (+$158.1K)
Filed 2026-10-27
Capital Asset Advisory Services LLC
INCREASED
Shares4,920 from 4,647
Change+273 (+6%)
Value$494.9K (+$26.4K)
Filed 2026-10-30
Midway Capital Research & Management
DECREASED
Shares4,910 from 5,290
Change-380 (-7%)
Value$493.7K (-$39.6K)
Filed 2026-10-20
Quartz Partners, LLC
DECREASED
Shares4,907 from 5,771
Change-864 (-15%)
Value$493.4K (-$88.4K)
Filed 2026-11-03
White Pine Investment Co
DECREASED
Shares4,728 from 4,782
Change-54 (-1%)
Value$475 (-$481.5K)
Filed 2026-10-15
Financial Designs Corp
INCREASED
Shares4,718 from 4,619
Change+99 (+2%)
Value$474.4K (+$8.8K)
Filed 2026-10-09
Focus Financial Network, Inc.
DECREASED
Shares4,640 from 4,699
Change-59 (-1%)
Value$466.6K (-$7.1K)
Filed 2026-10-14
MFA Wealth Services
DECREASED
Shares4,579 from 4,645
Change-66 (-1%)
Value$460.5K (-$7.8K)
Filed 2026-10-14
Williams & Novak Wealth Management, LLC
INCREASED
Shares4,440 from 3,400
Change+1,040 (+31%)
Value$446.4K (+$103.7K)
Filed 2026-10-09
Stewardship Advisors, LLC
INCREASED
Shares4,435 from 3,283
Change+1,152 (+35%)
Value$445.9K (+$115.0K)
Filed 2026-10-20
Total Investment Management Inc
INCREASED
Shares4,410 from 4,027
Change+383 (+10%)
Value$443.4K (+$37.5K)
Filed 2026-10-22
Argos Wealth Advisors, LLC
INCREASED
Shares4,357 from 3,740
Change+617 (+17%)
Value$438.1K (+$61.0K)
Filed 2026-11-02
Fermata Advisors, LLC
DECREASED
Shares4,318 from 4,934
Change-616 (-12%)
Value$434.2K (-$63.2K)
Filed 2026-10-13
Verdence Capital Advisors LLC
NEW
Shares4,259
Change+4,259
Value$428.3K
Filed 2026-10-26
Madson Wealth Advisors Inc
DECREASED
Shares4,255 from 4,269
Change-14 (0%)
Value$427.8K (-$2.5K)
Filed 2026-10-13
Castle Rock Wealth Management, LLC
DECREASED
Shares4,254 from 4,284
Change-30 (-1%)
Value$426.8K (-$3.7K)
Filed 2026-10-09
Signal Advisors Wealth, LLC
INCREASED
Shares4,235 from 3,073
Change+1,162 (+38%)
Value$425.9K (+$116.1K)
Filed 2026-10-13
First Heartland Consultants, Inc.
DECREASED
Shares4,189 from 163,225
Change-159,036 (-97%)
Value$421.2K (-$16.0M)
Filed 2026-10-08
Beese Fulmer Investment Management, Inc.
UNCHANGED
Shares4,161 from 4,161
Change0 (0%)
Value$418.4K (-$1.1K)
Filed 2026-10-23
AlphaCore Capital LLC
INCREASED
Shares4,122 from 2,386
Change+1,736 (+73%)
Value$414.5K (+$174.0K)
Filed 2026-11-04
Valley Brook Capital Group, Inc.
INCREASED
Shares4,115 from 2,439
Change+1,676 (+69%)
Value$413.8K (+$167.9K)
Filed 2026-10-26
Daymark Wealth Partners, LLC
DECREASED
Shares4,084 from 5,264
Change-1,180 (-22%)
Value$410.7K (-$120.0K)
Filed 2026-11-04
MTM Investment Management, LLC
NEW
Shares4,035
Change+4,035
Value$405.7K
Filed 2026-10-30
W.G. Shaheen & Associates DBA Whitney & Co
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$402.2K (-$1.0K)
Filed 2026-11-03
Hudock, Inc.
INCREASED
Shares3,994 from 3,965
Change+29 (+1%)
Value$401.7K (+$2.0K)
Filed 2026-10-14
Rosenberg Matthew Hamilton
DECREASED
Shares3,931 from 4,046
Change-115 (-3%)
Value$395.3K (-$12.6K)
Filed 2026-10-05
Merited Wealth, LLC
DECREASED
Shares3,881 from 6,169
Change-2,288 (-37%)
Value$390.2K (-$231.7K)
Filed 2026-10-13
Grantvest Financial Group LLC
INCREASED
Shares3,855 from 3,010
Change+845 (+28%)
Value$387.6K (+$84.2K)
Filed 2026-10-21
Clear Creek Financial Management, LLC
DECREASED
Shares3,817 from 3,999
Change-182 (-5%)
Value$383.8K (-$19.3K)
Filed 2026-10-28
Clifford Swan Investment Counsel LLC
INCREASED
Shares3,814 from 3,535
Change+279 (+8%)
Value$383.5K (+$27.1K)
Filed 2026-11-05
LongView Wealth Management
INCREASED
Shares3,812 from 2,250
Change+1,562 (+69%)
Value$383.3K (+$156.5K)
Filed 2026-10-19
RFG Holdings, Inc.
DECREASED
Shares3,757 from 5,555
Change-1,798 (-32%)
Value$377.8K (-$182.2K)
Filed 2026-10-30
Larson Financial Group LLC
INCREASED
Shares3,752 from 578
Change+3,174 (+549%)
Value$377.3K (+$319.0K)
Filed 2026-11-05
Gerber Kawasaki Wealth & Investment Management
NEW
Shares3,673
Change+3,673
Value$369.3K
Filed 2026-10-29
Vigilare Wealth Management
DECREASED
Shares3,630 from 6,224
Change-2,594 (-42%)
Value$365.0K (-$262.5K)
Filed 2026-10-29
Cutler Investment Counsel LLC
DECREASED
Shares3,624 from 3,662
Change-38 (-1%)
Value$364.4K (-$4.8K)
Filed 2026-10-28
Entrewealth, LLC
UNCHANGED
Shares3,613 from 3,613
Change0 (0%)
Value$363.3K (-$36)
Filed 2026-10-14
Certuity, LLC
UNCHANGED
Shares3,606 from 3,606
Change0 (0%)
Value$362.6K (-$938)
Filed 2026-11-02
PFG Advisors
DECREASED
Shares3,545 from 4,400
Change-855 (-19%)
Value$356.5K (-$87.1K)
Filed 2026-10-16
New England Private Wealth Advisors LLC
INCREASED
Shares3,523 from 3,500
Change+23 (+1%)
Value$354.3K (+$1.9K)
Filed 2026-10-19
Optivise Advisory Services LLC
NEW
Shares3,503
Change+3,503
Value$352.2K
Filed 2026-10-19
Nicholas Hoffman & Company, Llc.
INCREASED
Shares3,375 from 3,360
Change+15 (+0%)
Value$339.3K (+$570)
Filed 2026-10-30
Quadcap Wealth Management, LLC
NEW
Shares3,305
Change+3,305
Value$332.3K
Filed 2026-11-02
Christian Investment Advisors, Inc.
DECREASED
Shares3,293 from 3,441
Change-148 (-4%)
Value$331.1K (-$15.9K)
Filed 2026-11-03
Integrated Capital Management, LLC
INCREASED
Shares3,242 from 2,260
Change+982 (+43%)
Value$326.0K (+$98.2K)
Filed 2026-10-23
Silverlake Wealth Management LLC
DECREASED
Shares3,209 from 3,417
Change-208 (-6%)
Value$322.7K (-$21.8K)
Filed 2026-10-21
Burford Brothers, Inc.
UNCHANGED
Shares3,197 from 3,197
Change0 (0%)
Value$321.5K (-$832)
Filed 2026-10-21
Jnba Financial Advisors
INCREASED
Shares3,170 from 3,151
Change+19 (+1%)
Value$318.7K (+$1.1K)
Filed 2026-11-03
KG Capital Management
NEW
Shares3,129
Change+3,129
Value$314.6K
Filed 2026-10-15
DeDora Capital, Inc.
DECREASED
Shares3,084 from 9,186
Change-6,102 (-66%)
Value$310.1K (-$615.9K)
Filed 2026-10-26
Hedeker Wealth, LLC
NEW
Shares3,076
Change+3,076
Value$309.3K
Filed 2026-10-23
Arrow Financial Corp
DECREASED
Shares3,076 from 3,549
Change-473 (-13%)
Value$309.3K (-$48.5K)
Filed 2026-10-26
Lanark Financial, Inc.
INCREASED
Shares3,072 from 1,651
Change+1,421 (+86%)
Value$308.9K (+$142.5K)
Filed 2026-10-26
TopTier Wealth Management, LLC
UNCHANGED
Shares3,058 from 3,058
Change0 (0%)
Value$307.5K (-$795)
Filed 2026-10-16
Accelerate Investment Advisors LLC
INCREASED
Shares3,021 from 2,991
Change+30 (+1%)
Value$303.8K (+$2.2K)
Filed 2026-11-02
North Forty Two & Co.
UNCHANGED
Shares2,996 from 2,996
Change0 (0%)
Value$301.2K (-$779)
Filed 2026-10-19
Auctus Advisors LLC
UNCHANGED
Shares2,985 from 2,985
Change0 (0%)
Value$300.1K (-$776)
Filed 2026-10-23
Virtue Capital Management, LLC
NEW
Shares2,961
Change+2,961
Value$297.7K
Filed 2026-10-29
Silver Grove Financial Group, Inc.
INCREASED
Shares2,933 from 1,167
Change+1,766 (+151%)
Value$294.9K (+$177.3K)
Filed 2026-11-05
Gimbal Financial
UNCHANGED
Shares2,920 from 2,920
Change0 (0%)
Value$293.6K (-$759)
Filed 2026-10-19
Basso Capital Management, L.P.
INCREASED
Shares2,880 from 2,582
Change+298 (+12%)
Value$289.6K (+$29.3K)
Filed 2026-10-30
Sterling Investment Counsel, LLC
NEW
Shares2,867
Change+2,867
Value$288.3K
Filed 2026-10-19
Howard Wealth Management, LLC
DECREASED
Shares2,841 from 2,918
Change-77 (-3%)
Value$285.8K (-$8.5K)
Filed 2026-10-28
XML Financial, LLC
DECREASED
Shares2,815 from 2,913
Change-98 (-3%)
Value$283.1K (-$10.6K)
Filed 2026-10-29
Powerhouse Assets LLC
INCREASED
Shares2,789 from 2,779
Change+10 (+0%)
Value$280.4K (+$254)
Filed 2026-10-19
Beacon Financial Advisory LLC
INCREASED
Shares2,686 from 2,618
Change+68 (+3%)
Value$270.0K (+$6.1K)
Filed 2026-10-16
LexAurum Advisors, LLC
INCREASED
Shares2,657 from 2,646
Change+11 (+0%)
Value$267.1K (+$332)
Filed 2026-10-19
Woodward Diversified Capital, LLC
NEW
Shares2,621
Change+2,621
Value$263.5K
Filed 2026-10-21
Richardson Financial Services Inc.
NEW
Shares2,587
Change+2,587
Value$260.1K
Filed 2026-10-30
International Assets Investment Management, LLC
INCREASED
Shares2,586 from 1,716
Change+870 (+51%)
Value$259.3K (+$86.8K)
Filed 2026-11-02
Sacks & Associates, LLC
INCREASED
Shares2,563 from 2,560
Change+3 (+0%)
Value$257.7K (-$312)
Filed 2026-10-09
Barrett & Company, Inc.
INCREASED
Shares2,515 from 2,506
Change+9 (+0%)
Value$252.9K (+$196)
Filed 2026-10-22
SAX Wealth Advisors, LLC
DECREASED
Shares2,442 from 2,502
Change-60 (-2%)
Value$245.6K (-$6.0K)
Filed 2026-10-13
Worth Asset Management, LLC
DECREASED
Shares2,430 from 2,830
Change-400 (-14%)
Value$244.3K (-$41.0K)
Filed 2026-10-07
Onyx Bridge Wealth Group LLC
INCREASED
Shares2,425 from 2,422
Change+3 (+0%)
Value$243.8K (-$325)
Filed 2026-10-16
Auour Investments LLC
DECREASED
Shares2,327 from 2,626
Change-299 (-11%)
Value$233.9K (-$30.7K)
Filed 2026-10-28
Econ Financial Services Corp
NEW
Shares2,318
Change+2,318
Value$233.1K
Filed 2026-10-19
Aletheian Wealth Advisors LLC
NEW
Shares2,275
Change+2,275
Value$228.8K
Filed 2026-10-08
Wealthcare Advisory Partners LLC
DECREASED
Shares2,274 from 3,308
Change-1,034 (-31%)
Value$228.7K (-$104.8K)
Filed 2026-10-21
ADE, LLC
UNCHANGED
Shares2,220 from 2,220
Change0 (0%)
Value$223.2K (-$577)
Filed 2026-10-29
1900 Wealth Management LLC
INCREASED
Shares2,211 from 2,201
Change+10 (+0%)
Value$222.3K (+$391)
Filed 2026-10-13
CWC Advisors, Llc.
DECREASED
Shares2,193 from 2,223
Change-30 (-1%)
Value$220.5K (-$3.6K)
Filed 2026-10-15
Titleist Asset Management, LLC
INCREASED
Shares2,178 from 2,158
Change+20 (+1%)
Value$219.0K (+$1.5K)
Filed 2026-10-08
Bauman Advisory Group, LLC
NEW
Shares2,173
Change+2,173
Value$218.5K
Filed 2026-10-29
Glenview Trust Co
NEW
Shares2,170
Change+2,170
Value$218.2K
Filed 2026-10-28
Avior Wealth Management, LLC
DECREASED
Shares2,166 from 2,206
Change-40 (-2%)
Value$217.8K (-$4.6K)
Filed 2026-10-13
Ferguson Wellman Capital Management, Inc
NEW
Shares2,162
Change+2,162
Value$217.4K
Filed 2026-10-05
Creative Financial Designs Inc
INCREASED
Shares2,143 from 401
Change+1,742 (+434%)
Value$215.5K (+$175.0K)
Filed 2026-11-04
Valtinson Bruner Financial Planning LLC
NEW
Shares2,059
Change+2,059
Value$207.0K
Filed 2026-11-02
Global Assets Advisory, LLC
NEW
Shares2,055
Change+2,055
Value$206.1K
Filed 2026-10-28
Sloy Dahl & Holst, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$201.1K (-$520)
Filed 2026-10-14
Leisure Capital Management
DECREASED
Shares1,995 from 2,427
Change-432 (-18%)
Value$200.6K (-$44.1K)
Filed 2026-11-03
StrongBox Wealth, LLC
INCREASED
Shares1,994 from 1,991
Change+3 (+0%)
Value$200.6K (-$124)
Filed 2026-11-02
Tradewinds Capital Management, LLC
UNCHANGED
Shares1,902 from 1,902
Change0 (0%)
Value$191.2K (-$494)
Filed 2026-10-23
Harbor Investment Advisory, LLC
UNCHANGED
Shares1,669 from 1,669
Change0 (0%)
Value$167.8K (-$434)
Filed 2026-10-13
Kings Path Partners LLC
UNCHANGED
Shares1,611 from 1,611
Change0 (0%)
Value$162.0K (-$419)
Filed 2026-10-21
Gilpin Wealth Management, LLC
DECREASED
Shares1,581 from 1,756
Change-175 (-10%)
Value$159.0K (-$18.1K)
Filed 2026-10-09
Mather Group, Llc.
UNCHANGED
Shares1,462 from 1,462
Change0 (0%)
Value$147.1K (-$380)
Filed 2026-10-14
Pacific Center for Financial Services
UNCHANGED
Shares1,430 from 1,430
Change0 (0%)
Value$143.8K (-$371)
Filed 2026-10-15
Cape Investment Advisory, Inc.
INCREASED
Shares1,319 from 1,193
Change+126 (+11%)
Value$132.6K (+$12.4K)
Filed 2026-10-13
FinArc Investments, Inc.
NEW
Shares958
Change+958
Value$96.3K
Filed 2026-10-14
Nvwm, LLC
DECREASED
Shares760 from 920
Change-160 (-17%)
Value$76.4K (-$16.3K)
Filed 2026-10-14
Aspect Partners, LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$70.4K (-$182)
Filed 2026-10-20
Washington Trust Advisors, Inc.
INCREASED
Shares660 from 659
Change+1 (+0%)
Value$66.4K (-$71)
Filed 2026-10-22
Holos Integrated Wealth LLC
UNCHANGED
Shares633 from 633
Change0 (0%)
Value$63.7K (-$10)
Filed 2026-10-23
Mascoma Wealth Management LLC
UNCHANGED
Shares618 from 618
Change0 (0%)
Value$62.1K (-$161)
Filed 2026-10-23
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares599 from 599
Change0 (0%)
Value$60.2K (-$156)
Filed 2026-10-15
Tounjian Advisory Partners, LLC
INCREASED
Shares575 from 504
Change+71 (+14%)
Value$57.8K (+$7.0K)
Filed 2026-11-04
Golden State Wealth Management, LLC
DECREASED
Shares570 from 9,688
Change-9,118 (-94%)
Value$57.3K (-$919.4K)
Filed 2026-11-02
Bangor Savings Bank
NEW
Shares500
Change+500
Value$50.3K
Filed 2026-10-06
American National Bank & Trust
UNCHANGED
Shares459 from 459
Change0 (0%)
Value$46.2K (-$119)
Filed 2026-10-07
Wilmington Savings Fund Society, FSB
NEW
Shares437
Change+437
Value$43.9K
Filed 2026-10-23
Signature Equity Partners, LLC
NEW
Shares427
Change+427
Value$42.9K
Filed 2026-10-29
Root Financial Partners, LLC
NEW
Shares390
Change+390
Value$39.2K
Filed 2026-10-21
Polaris Financial Partners
NEW
Shares390
Change+390
Value$39
Filed 2026-10-02
Bfsg, LLC
UNCHANGED
Shares351 from 351
Change0 (0%)
Value$35.3K (-$91)
Filed 2026-10-30
Networth Advisors, LLC
DECREASED
Shares320 from 329
Change-9 (-3%)
Value$32.2K (-$950)
Filed 2026-11-03
Nemes Rush Group LLC
UNCHANGED
Shares316 from 316
Change0 (0%)
Value$31.8K (-$82)
Filed 2026-11-04
Evolution Wealth Management Inc.
UNCHANGED
Shares296 from 296
Change0 (0%)
Value$29.8K (-$77)
Filed 2026-10-28
Hara Capital LLC
NEW
Shares288
Change+288
Value$29.0K
Filed 2026-10-30
Kingdom Financial Group Llc.
DECREASED
Shares281 from 762
Change-481 (-63%)
Value$28.3K (-$48.5K)
Filed 2026-11-04
Register Financial Advisors LLC
DECREASED
Shares244 from 493
Change-249 (-51%)
Value$24.6K (-$25.1K)
Filed 2026-10-23
Montgomery Financial Services LLC
DECREASED
Shares238 from 240
Change-2 (-1%)
Value$23.9K (-$263)
Filed 2026-11-03
CX Institutional
DECREASED
Shares224 from 368
Change-144 (-39%)
Value$23 (-$14)
Filed 2026-10-02
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$20.1K (-$52)
Filed 2026-10-27
Sunrise Financial Services, LLC
UNCHANGED
Shares157 from 157
Change0 (0%)
Value$15.8K (-$41)
Filed 2026-10-21
Wolff Wiese Magana LLC
INCREASED
Shares155 from 137
Change+18 (+13%)
Value$15.6K (+$1.8K)
Filed 2026-10-15
Elevated Capital Advisors, LLC
DECREASED
Shares154 from 298
Change-144 (-48%)
Value$15.5K (-$14.5K)
Filed 2026-11-04
Monetary Solutions, Ltd
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$14.1K (-$36)
Filed 2026-10-22
Costello Asset Management, Inc
INCREASED
Shares131 from 129
Change+2 (+2%)
Value$13.1K (+$96)
Filed 2026-10-30
Gamma Investing LLC
UNCHANGED
Shares128 from 128
Change0 (0%)
Value$12.9K (-$34)
Filed 2026-10-08
1620 Investment Advisors, Inc.
UNCHANGED
Shares124 from 124
Change0 (0%)
Value$12.5K (-$32)
Filed 2026-11-04
Independence Bank of Kentucky
NEW
Shares122
Change+122
Value$12.3K
Filed 2026-10-26
Mainstream Capital Management LLC
NEW
Shares104
Change+104
Value$10.5K
Filed 2026-10-23
Y.D. More Investments Ltd
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$10.0K (-$26)
Filed 2026-11-02
Olistico Wealth, LLC
NEW
Shares98
Change+98
Value$9.9K
Filed 2026-10-05
Hughes Financial Services, LLC
NEW
Shares95
Change+95
Value$9.6K
Filed 2026-10-30
Caldwell Trust Co
UNCHANGED
Shares72 from 72
Change0 (0%)
Value$7.2K (-$18)
Filed 2026-10-30
Latitude Advisors, LLC
NEW
Shares70
Change+70
Value$7.0K
Filed 2026-10-27
MidAtlantic Capital Management, Inc.
NEW
Shares50
Change+50
Value$5.0K
Filed 2026-11-05
Key Capital Management, Inc
DECREASED
Shares37 from 172
Change-135 (-78%)
Value$3.7K (-$13.6K)
Filed 2026-11-03
TD Private Client Wealth LLC
INCREASED
Shares26 from 1
Change+25 (+2500%)
Value$2.6K (+$2.5K)
Filed 2026-10-28
Financial Network Wealth Advisors LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$2.3K (-$6)
Filed 2026-10-28
GHP Investment Advisors, Inc.
DECREASED
Shares20 from 119
Change-99 (-83%)
Value$2.0K (-$10.0K)
Filed 2026-10-15
Hilltop National Bank
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.6K (-$4)
Filed 2026-10-14
Provenance Wealth Advisors, LLC
NEW
Shares14
Change+14
Value$1.4K
Filed 2026-10-30
William Mack & Associates, Inc.
NEW
Shares4
Change+4
Value$403
Filed 2026-10-27
Prairie Wealth Advisors, Inc.
NEW
Shares0
Change0
Value$307.4K
Filed 2026-10-29
Brick & Kyle, Associates
CLOSED
Shares0 from 167,922
Change-167,922 (-100%)
Value$0 (-$16.9M)
Filed 2026-11-05
Scarborough Advisors, LLC
CLOSED
Shares0 from 18,389
Change-18,389 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-16
Klingman & Associates, LLC
CLOSED
Shares0 from 10,500
Change-10,500 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-20
Citizens Financial Group Inc
CLOSED
Shares0 from 8,209
Change-8,209 (-100%)
Value$0 (-$827.6K)
Filed 2026-10-23
Laurel OAK Wealth Management, LLC
CLOSED
Shares0 from 7,720
Change-7,720 (-100%)
Value$0 (-$778.3K)
Filed 2026-10-19
Rockwood Wealth Management, LLC
CLOSED
Shares0 from 6,210
Change-6,210 (-100%)
Value$0 (-$626.0K)
Filed 2026-10-27
Five Pine Wealth Management
CLOSED
Shares0 from 5,087
Change-5,087 (-100%)
Value$0 (-$512.9K)
Filed 2026-10-20
Mission Wealth Management, LP
CLOSED
Shares0 from 4,098
Change-4,098 (-100%)
Value$0 (-$413.1K)
Filed 2026-10-15
Altium Investment Strategies LLC
CLOSED
Shares0 from 3,602
Change-3,602 (-100%)
Value$0 (-$362.3K)
Filed 2026-10-20
Leelyn Smith, LLC
CLOSED
Shares0 from 3,265
Change-3,265 (-100%)
Value$0 (-$329.1K)
Filed 2026-11-03
Baker Boyer National Bank
CLOSED
Shares0 from 3,092
Change-3,092 (-100%)
Value$0 (-$311.7K)
Filed 2026-11-05
Lionsbridge Wealth Management LLC
CLOSED
Shares0 from 3,090
Change-3,090 (-100%)
Value$0 (-$311.5K)
Filed 2026-10-26
StoneCrest Wealth Management, Inc.
CLOSED
Shares0 from 2,954
Change-2,954 (-100%)
Value$0 (-$297.8K)
Filed 2026-11-03
Crusonia Wealth Advisors LLC
CLOSED
Shares0 from 2,876
Change-2,876 (-100%)
Value$0 (-$290.0K)
Filed 2026-10-26
Lineweaver Wealth Advisors, LLC
CLOSED
Shares0 from 2,255
Change-2,255 (-100%)
Value$0 (-$227.3K)
Filed 2026-10-13
Convergence Financial, LLC
CLOSED
Shares0 from 2,056
Change-2,056 (-100%)
Value$0 (-$207.3K)
Filed 2026-10-27
Tectonic Advisors LLC
CLOSED
Shares0 from 2,053
Change-2,053 (-100%)
Value$0 (-$207.0K)
Filed 2026-10-22
NWF Advisory Services Inc.
CLOSED
Shares0 from 2,024
Change-2,024 (-100%)
Value$0 (-$204.0K)
Filed 2026-10-19
Symphony Financial, Ltd. Co.
CLOSED
Shares0 from 2,017
Change-2,017 (-100%)
Value$0 (-$203.3K)
Filed 2026-10-22
Centerpoint Advisors, LLC
CLOSED
Shares0 from 840
Change-840 (-100%)
Value$0 (-$85.0K)
Filed 2026-11-05
Cornerstone Planning Group LLC
CLOSED
Shares0 from 325
Change-325 (-100%)
Value$0 (-$32.7K)
Filed 2026-10-16
Strengthening Families & Communities, LLC
CLOSED
Shares0 from 207
Change-207 (-100%)
Value$0 (-$20.9K)
Filed 2026-10-21
Toth Financial Advisory Corp
CLOSED
Shares0 from 140
Change-140 (-100%)
Value$0 (-$14.1K)
Filed 2026-10-08
Oakworth Capital, Inc.
CLOSED
Shares0 from 109
Change-109 (-100%)
Value$0 (-$11.0K)
Filed 2026-10-26
True Wealth Design, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$10.1K)
Filed 2026-10-13
LifeSteps Financial, Inc.
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$5.0K)
Filed 2026-10-15
Signature Resources Capital Management, LLC
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$5.0K)
Filed 2026-10-16
JPMorgan Chase & Co
N/A
Shares— from 32,029,913
Change-32,029,913 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 9,255,763
Change-9,255,763 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 5,074,632
Change-5,074,632 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 4,955,306
Change-4,955,306 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,356,371
Change-3,356,371 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 2,308,137
Change-2,308,137 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 1,367,299
Change-1,367,299 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,202,526
Change-1,202,526 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,141,965
Change-1,141,965 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 1,085,435
Change-1,085,435 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,033,711
Change-1,033,711 (-100%)
Value—
Bramshill Investments, LLC
N/A
Shares— from 1,005,246
Change-1,005,246 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 886,530
Change-886,530 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 858,957
Change-858,957 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 775,541
Change-775,541 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 734,908
Change-734,908 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 722,776
Change-722,776 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 658,745
Change-658,745 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 599,952
Change-599,952 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 586,937
Change-586,937 (-100%)
Value—
MJP Associates Inc
N/A
Shares— from 561,867
Change-561,867 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 484,916
Change-484,916 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 456,112
Change-456,112 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 440,001
Change-440,001 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 392,414
Change-392,414 (-100%)
Value—
Family Manage LLC
N/A
Shares— from 389,155
Change-389,155 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 381,442
Change-381,442 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 352,916
Change-352,916 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 350,743
Change-350,743 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 346,949
Change-346,949 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 318,014
Change-318,014 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 302,746
Change-302,746 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 275,603
Change-275,603 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 254,494
Change-254,494 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 223,597
Change-223,597 (-100%)
Value—
Phil A. Younker & Associates, Ltd.
N/A
Shares— from 221,702
Change-221,702 (-100%)
Value—
Roehl & Yi Investment Advisors, LLC
N/A
Shares— from 219,921
Change-219,921 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 212,659
Change-212,659 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 211,497
Change-211,497 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 201,520
Change-201,520 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 179,817
Change-179,817 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 171,110
Change-171,110 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 165,539
Change-165,539 (-100%)
Value—
Addison Capital Co
N/A
Shares— from 159,920
Change-159,920 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 157,819
Change-157,819 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 157,490
Change-157,490 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 155,034
Change-155,034 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 151,361
Change-151,361 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 143,974
Change-143,974 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 143,821
Change-143,821 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 141,824
Change-141,824 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 140,325
Change-140,325 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 138,021
Change-138,021 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 133,775
Change-133,775 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 131,936
Change-131,936 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 131,237
Change-131,237 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 128,162
Change-128,162 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 124,173
Change-124,173 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 119,567
Change-119,567 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 118,966
Change-118,966 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 115,122
Change-115,122 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 113,585
Change-113,585 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 113,492
Change-113,492 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 109,128
Change-109,128 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 107,489
Change-107,489 (-100%)
Value—
Resolute Wealth Strategies, LLC
N/A
Shares— from 107,317
Change-107,317 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 96,614
Change-96,614 (-100%)
Value—
Alexis Investment Partners, LLC
N/A
Shares— from 96,112
Change-96,112 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 91,663
Change-91,663 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 90,644
Change-90,644 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 88,999
Change-88,999 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 85,995
Change-85,995 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 83,748
Change-83,748 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 82,576
Change-82,576 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 81,262
Change-81,262 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 79,719
Change-79,719 (-100%)
Value—
Spectrum Planning & Advisory Services Inc.
N/A
Shares— from 76,633
Change-76,633 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 73,805
Change-73,805 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 71,556
Change-71,556 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 70,893
Change-70,893 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 69,895
Change-69,895 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 69,234
Change-69,234 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 69,220
Change-69,220 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 67,896
Change-67,896 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 67,844
Change-67,844 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 65,869
Change-65,869 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 65,410
Change-65,410 (-100%)
Value—
Channel Wealth LLC
N/A
Shares— from 63,749
Change-63,749 (-100%)
Value—
Stephens Inc
N/A
Shares— from 62,648
Change-62,648 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 62,545
Change-62,545 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 62,449
Change-62,449 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 61,816
Change-61,816 (-100%)
Value—
&partners
N/A
Shares— from 59,979
Change-59,979 (-100%)
Value—
BHK Investment Advisors, LLC
N/A
Shares— from 59,582
Change-59,582 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 55,380
Change-55,380 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 54,823
Change-54,823 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 53,186
Change-53,186 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 52,526
Change-52,526 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 52,344
Change-52,344 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 51,903
Change-51,903 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 51,867
Change-51,867 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 50,650
Change-50,650 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 50,466
Change-50,466 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 50,060
Change-50,060 (-100%)
Value—
Jacobi Capital Management LLC
N/A
Shares— from 49,096
Change-49,096 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 48,847
Change-48,847 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 48,491
Change-48,491 (-100%)
Value—
CIM, LLC
N/A
Shares— from 46,531
Change-46,531 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 46,382
Change-46,382 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 45,243
Change-45,243 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 44,414
Change-44,414 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 43,877
Change-43,877 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 43,860
Change-43,860 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 40,810
Change-40,810 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 40,464
Change-40,464 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 40,110
Change-40,110 (-100%)
Value—
Nest Investments, LLC
N/A
Shares— from 39,980
Change-39,980 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 39,613
Change-39,613 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 39,445
Change-39,445 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 37,707
Change-37,707 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 37,457
Change-37,457 (-100%)
Value—
Muirfield Wealth Advisors LLC
N/A
Shares— from 35,085
Change-35,085 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 35,044
Change-35,044 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 34,790
Change-34,790 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 34,406
Change-34,406 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 31,392
Change-31,392 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 30,741
Change-30,741 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 30,561
Change-30,561 (-100%)
Value—
Norris Financial Group, LLC
N/A
Shares— from 29,639
Change-29,639 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 29,071
Change-29,071 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 28,183
Change-28,183 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 27,952
Change-27,952 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 27,781
Change-27,781 (-100%)
Value—
Compass Financial Group, Inc.
N/A
Shares— from 26,894
Change-26,894 (-100%)
Value—
Strategic Wealth Advisors LLC
N/A
Shares— from 26,870
Change-26,870 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 26,851
Change-26,851 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 26,185
Change-26,185 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 25,994
Change-25,994 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 25,906
Change-25,906 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 25,653
Change-25,653 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 25,630
Change-25,630 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 25,352
Change-25,352 (-100%)
Value—
Wealth Advisors of Iowa, LLC
N/A
Shares— from 25,312
Change-25,312 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 24,756
Change-24,756 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 24,393
Change-24,393 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 24,267
Change-24,267 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 24,131
Change-24,131 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 23,195
Change-23,195 (-100%)
Value—
Somerset Group LLC
N/A
Shares— from 23,053
Change-23,053 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 22,415
Change-22,415 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 21,210
Change-21,210 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 20,875
Change-20,875 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 20,506
Change-20,506 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 20,336
Change-20,336 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 19,705
Change-19,705 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 19,666
Change-19,666 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 19,587
Change-19,587 (-100%)
Value—
SlateStone Wealth, LLC
N/A
Shares— from 19,437
Change-19,437 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 19,096
Change-19,096 (-100%)
Value—
ArrowMark Colorado Holdings LLC
N/A
Shares— from 19,092
Change-19,092 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 18,751
Change-18,751 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 18,656
Change-18,656 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 18,568
Change-18,568 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 18,526
Change-18,526 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 17,772
Change-17,772 (-100%)
Value—
Authentikos Wealth Advisory, LLC
N/A
Shares— from 17,704
Change-17,704 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 16,824
Change-16,824 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 16,776
Change-16,776 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 16,760
Change-16,760 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 16,732
Change-16,732 (-100%)
Value—
FCA Corp
N/A
Shares— from 16,273
Change-16,273 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 16,046
Change-16,046 (-100%)
Value—
Staley Capital Advisers Inc
N/A
Shares— from 15,970
Change-15,970 (-100%)
Value—
Opus Financial Solutions LLC
N/A
Shares— from 15,814
Change-15,814 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 15,680
Change-15,680 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 15,645
Change-15,645 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 15,520
Change-15,520 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 15,173
Change-15,173 (-100%)
Value—
Blair William & Co
N/A
Shares— from 14,844
Change-14,844 (-100%)
Value—
Precision Wealth Strategies, LLC
N/A
Shares— from 14,337
Change-14,337 (-100%)
Value—
Mittelman Wealth Management
N/A
Shares— from 14,334
Change-14,334 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 13,517
Change-13,517 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 13,503
Change-13,503 (-100%)
Value—
Fort Point Capital Partners LLC
N/A
Shares— from 13,427
Change-13,427 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 13,111
Change-13,111 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 12,985
Change-12,985 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 12,062
Change-12,062 (-100%)
Value—
10Elms LLP
N/A
Shares— from 11,788
Change-11,788 (-100%)
Value—
Three Bridge Wealth Advisors, LLC
N/A
Shares— from 11,527
Change-11,527 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 11,385
Change-11,385 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 11,258
Change-11,258 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 11,237
Change-11,237 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 10,991
Change-10,991 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 10,783
Change-10,783 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 10,613
Change-10,613 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 10,538
Change-10,538 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 10,448
Change-10,448 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 9,869
Change-9,869 (-100%)
Value—
Allianz SE
N/A
Shares— from 9,838
Change-9,838 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 8,958
Change-8,958 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 8,757
Change-8,757 (-100%)
Value—
Heritage Wealth Advisors
N/A
Shares— from 8,660
Change-8,660 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 8,522
Change-8,522 (-100%)
Value—
Access Financial Services, Inc.
N/A
Shares— from 8,314
Change-8,314 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 8,203
Change-8,203 (-100%)
Value—
Simmons Bank
N/A
Shares— from 8,091
Change-8,091 (-100%)
Value—
FMR LLC
N/A
Shares— from 8,087
Change-8,087 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 8,063
Change-8,063 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 8,008
Change-8,008 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 7,940
Change-7,940 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 7,874
Change-7,874 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 7,706
Change-7,706 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 7,499
Change-7,499 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 7,475
Change-7,475 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 7,472
Change-7,472 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 7,470
Change-7,470 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 7,418
Change-7,418 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 7,404
Change-7,404 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 7,274
Change-7,274 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 7,235
Change-7,235 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 7,194
Change-7,194 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 6,926
Change-6,926 (-100%)
Value—
Peak Asset Management, LLC
N/A
Shares— from 6,860
Change-6,860 (-100%)
Value—
Element Wealth, LLC
N/A
Shares— from 6,831
Change-6,831 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 6,740
Change-6,740 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 6,647
Change-6,647 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 6,622
Change-6,622 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 6,484
Change-6,484 (-100%)
Value—
Intellus Advisors LLC
N/A
Shares— from 6,469
Change-6,469 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 6,436
Change-6,436 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 6,429
Change-6,429 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 6,397
Change-6,397 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 6,350
Change-6,350 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 6,323
Change-6,323 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 6,272
Change-6,272 (-100%)
Value—
Gambit Capital Management, LLC
N/A
Shares— from 6,197
Change-6,197 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 6,160
Change-6,160 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 5,850
Change-5,850 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 5,754
Change-5,754 (-100%)
Value—
Ibex Wealth Advisors
N/A
Shares— from 5,465
Change-5,465 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 5,411
Change-5,411 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 5,241
Change-5,241 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 5,239
Change-5,239 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 4,916
Change-4,916 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 4,605
Change-4,605 (-100%)
Value—
Hexagon Capital Partners LLC
N/A
Shares— from 4,499
Change-4,499 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 4,493
Change-4,493 (-100%)
Value—
Advisor Resource Council
N/A
Shares— from 4,491
Change-4,491 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 4,385
Change-4,385 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 4,312
Change-4,312 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 4,290
Change-4,290 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 4,256
Change-4,256 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 4,174
Change-4,174 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 4,016
Change-4,016 (-100%)
Value—
Legacy Trust
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 3,932
Change-3,932 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 3,848
Change-3,848 (-100%)
Value—
Parker Financial LLC
N/A
Shares— from 3,813
Change-3,813 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 3,811
Change-3,811 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 3,740
Change-3,740 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 3,731
Change-3,731 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 3,731
Change-3,731 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 3,639
Change-3,639 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 3,596
Change-3,596 (-100%)
Value—
Jefferies Financial Group Inc.
N/A
Shares— from 3,560
Change-3,560 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 3,555
Change-3,555 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 3,515
Change-3,515 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 3,480
Change-3,480 (-100%)
Value—
Crabel Capital Management, LLC
N/A
Shares— from 3,381
Change-3,381 (-100%)
Value—
Commerce Bank
N/A
Shares— from 3,362
Change-3,362 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 3,317
Change-3,317 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 3,185
Change-3,185 (-100%)
Value—
Zinnia Wealth Advisory, LLC
N/A
Shares— from 3,115
Change-3,115 (-100%)
Value—
TRU Independence Asset Management 2, LLC
N/A
Shares— from 3,090
Change-3,090 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Southeast Asset Advisors, LLC
N/A
Shares— from 2,996
Change-2,996 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 2,913
Change-2,913 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 2,866
Change-2,866 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 2,808
Change-2,808 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,791
Change-2,791 (-100%)
Value—
Fi3 Financial Advisors, LLC
N/A
Shares— from 2,687
Change-2,687 (-100%)
Value—
Icon Wealth Advisors, LLC
N/A
Shares— from 2,593
Change-2,593 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 2,560
Change-2,560 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 2,545
Change-2,545 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 2,540
Change-2,540 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 2,530
Change-2,530 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 2,524
Change-2,524 (-100%)
Value—
Central Trust Co
N/A
Shares— from 2,510
Change-2,510 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 2,501
Change-2,501 (-100%)
Value—
B & T Capital Management DBA Alpha Capital Management
N/A
Shares— from 2,450
Change-2,450 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 2,415
Change-2,415 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 2,382
Change-2,382 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 2,346
Change-2,346 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 2,320
Change-2,320 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 2,270
Change-2,270 (-100%)
Value—
RPg Family Wealth Advisory, LLC
N/A
Shares— from 2,247
Change-2,247 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 2,215
Change-2,215 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 2,187
Change-2,187 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 2,183
Change-2,183 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 2,134
Change-2,134 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 2,105
Change-2,105 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,996
Change-1,996 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,707
Change-1,707 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 1,555
Change-1,555 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 1,330
Change-1,330 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 1,286
Change-1,286 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 1,270
Change-1,270 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 1,265
Change-1,265 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 973
Change-973 (-100%)
Value—
Quarry LP
N/A
Shares— from 950
Change-950 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 880
Change-880 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 735
Change-735 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 688
Change-688 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 645
Change-645 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 645
Change-645 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 627
Change-627 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 580
Change-580 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 541
Change-541 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 523
Change-523 (-100%)
Value—
Highland Investment Advisors LLC
N/A
Shares— from 512
Change-512 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 452
Change-452 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 441
Change-441 (-100%)
Value—
Longview Financial Advisors LLC
N/A
Shares— from 410
Change-410 (-100%)
Value—
Disciplina Capital Management LLC
N/A
Shares— from 355
Change-355 (-100%)
Value—
XP Advisory US, Inc.
N/A
Shares— from 309
Change-309 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 229
Change-229 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 226
Change-226 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 213
Change-213 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 203
Change-203 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 176
Change-176 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 153
Change-153 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 131
Change-131 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 117
Change-117 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 88
Change-88 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 67
Change-67 (-100%)
Value—
New England Asset Management Inc
N/A
Shares— from 50
Change-50 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 16
Change-16 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 16
Change-16 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 12
Change-12 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Cordant, Inc.
N/A
Shares— from 6
Change-6 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 0
Change0
Value—
Status
Assetmark, Inc
INCREASED11,717,98810,403,312+1,314,676+13%$1.0B$1.2B+$129.5M2026-10-21
Krilogy Financial LLC
INCREASED896,728783,175+113,553+15%$79.0M$90.0M+$11.1M2026-10-13
Keybank National Association
INCREASED831,503800,438+31,065+4%$80.7M$83.6M+$2.9M2026-11-04
Commonwealth Equity Services, LLC
INCREASED682,143547,862+134,281+25%$55.2M$68.6M+$13.4M2026-11-02
Atria Investments, Inc
INCREASED674,664488,205+186,459+38%$49.2M$67.8M+$18.6M2026-10-15
Advisor OS, LLC
INCREASED576,848565,803+11,045+2%$57.0M$58.0M+$963.5K2026-11-03
Creative Planning
INCREASED499,084333,191+165,893+50%$33.6M$50.2M+$16.6M2026-11-02
Truist Financial Corp
INCREASED491,021462,191+28,830+6%$46.6M$49.4M+$2.8M2026-10-30
Gainplan LLC
DECREASED407,055451,186-44,131-10%$45.5M$40.9M-$4.6M2026-10-09
Novem Group
INCREASED378,478176,273+202,205+115%$17.8M$38.1M+$20.3M2026-10-19
Cambridge Investment Research Advisors, Inc.
DECREASED353,034380,583-27,549-7%$38.4M$35.5K-$38.3M2026-11-02
WealthPlan Investment Management, LLC
INCREASED266,701260,708+5,993+2%$26.3M$26.8M+$534.8K2026-10-15
HB Wealth Management, LLC
DECREASED266,142268,951-2,809-1%$27.1M$26.8M-$352.4K2026-10-23
Citigroup Inc
INCREASED250,605232,371+18,234+8%$23.4M$25.2M+$1.8M2026-11-04
Visionary Wealth Advisors
INCREASED236,854182,111+54,743+30%$18.4M$23.8M+$5.5M2026-11-04
Farther Finance Advisors, LLC
INCREASED228,58363,951+164,632+257%$6.4M$23.0M+$16.5M2026-10-08
Compound Planning, Inc.
INCREASED220,924214,644+6,280+3%$21.6M$22.2M+$575.7K2026-11-05
Kwmg, LLC
INCREASED219,847209,503+10,344+5%$21.1M$22.1M+$985.6K2026-10-07
MGO One Seven LLC
INCREASED219,213119,267+99,946+84%$12.0M$22.0M+$10.0M2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED211,856163,013+48,843+30%$16.4M$21.3M+$4.9M2026-10-13
Cornerstone Wealth Management, LLC
DECREASED196,516198,858-2,342-1%$20.0M$19.8M-$286.8K2026-11-04
Providence First Trust Co
INCREASED193,563188,307+5,256+3%$19.0M$19.5M+$479.4K2026-11-02
Thrivent Financial for Lutherans
INCREASED188,598173,128+15,470+9%$17.5M$18.9K-$17.4M2026-11-05
HUB Investment Partners, LLC
INCREASED185,64764,804+120,843+186%$6.5M$18.7M+$12.1M2026-11-03
WJ Interests, LLC
INCREASED182,99218,976+164,016+864%$1.9M$18.4M+$16.5M2026-10-14
Williams Financial, LLC
INCREASED173,877168,887+4,990+3%$17.0M$17.5M+$457.8K2026-10-19
Planned Solutions, Inc.
INCREASED173,63667,790+105,846+156%$6.8M$17.5M+$10.6M2026-10-19
Fulton Breakefield Broenniman LLC
NEW152,783—+152,783——$15.4M—2026-11-03
Atlantic Edge Private Wealth Management, LLC
INCREASED152,070122,282+29,788+24%$12.3M$15.3M+$3.0M2026-10-20
Cottage Street Advisors LLC
INCREASED150,559146,584+3,975+3%$14.8M$15.1M+$361.7K2026-10-19
Brookstone Capital Management
DECREASED149,230151,771-2,541-2%$15.3M$15.0M-$294.9K2026-10-22
Roof Eidam Maycock Peralta, LLC
DECREASED147,565149,639-2,074-1%$15.1M$14.8M-$247.4K2026-10-15
Fifth Third Bancorp
INCREASED145,151130,964+14,187+11%$13.2M$14.6M+$1.4M2026-11-05
Dynamic Advisor Solutions LLC
INCREASED139,79297,890+41,902+43%$9.9M$14.1M+$4.2M2026-10-13
Naples Global Advisors, LLC
DECREASED134,392137,306-2,914-2%$13.8M$13.5M-$328.7K2026-11-05
Capital Investment Advisory Services, LLC
INCREASED127,768121,516+6,252+5%$12.3M$12.8M+$597.1K2026-10-30
IFP Advisors, Inc
INCREASED127,61888,730+38,888+44%$8.9M$12.8M+$3.9M2026-10-16
Buck Wealth Strategies, LLC
INCREASED120,635117,164+3,471+3%$11.8M$12.1M+$318.6K2026-10-28
Kestra Advisory Services, LLC
DECREASED115,534139,776-24,242-17%$14.1M$11.6M-$2.5M2026-11-02
Hutchens & Kramer Investment Management Group, LLC
INCREASED114,221107,009+7,212+7%$10.8M$11.5M+$697.4K2026-10-16
Center For Asset Management LLC
INCREASED112,88689,582+23,304+26%$9.0M$11.4M+$2.3M2026-10-16
Pinnacle Financial Group, LLC / IL
INCREASED112,30199,376+12,925+13%$10.0M$11.3M+$1.3M2026-10-29
Koenig Investment Advisory, LLC
INCREASED112,20695,328+16,878+18%$9.6M$11.3M+$1.7M2026-10-09
Flagship Private Wealth, LLC
INCREASED108,11563,698+44,417+70%$6.4M$10.9M+$4.4M2026-11-05
Evergreen Capital Management LLC
DECREASED107,211107,362-1510%$10.8M$10.8M-$43.0K2026-10-23
Howland Capital Management LLC
INCREASED104,31280,442+23,870+30%$8.1M$10.5M+$2.4M2026-10-22
Stokes Capital Advisors, LLC
DECREASED103,397128,565-25,168-20%$13.0M$10.4M-$2.6M2026-10-09
Concurrent Investment Advisors, LLC
INCREASED102,83958,027+44,812+77%$5.8M$10.3M+$4.5M2026-10-16
AFG Fiduciary Services Limited Partnership
INCREASED101,139100,653+486+0%$10.1M$10.2M+$35.8K2026-10-21
Aviance Capital Partners, LLC
DECREASED101,046105,748-4,702-4%$10.7M$10.2M-$500.2K2026-10-29
Mission Financial Group, LLC
INCREASED99,01078,211+20,799+27%$7.9M$10.0M+$2.1M2026-10-21
Kingswood Wealth Advisors, LLC
INCREASED97,91518,051+79,864+442%$1.8M$9.8M+$8.0M2026-10-23
Robertson Stephens Wealth Management, LLC
INCREASED96,33057,384+38,946+68%$5.8M$9.7M+$3.9M2026-10-16
Trek Financial, LLC
INCREASED95,83770,193+25,644+37%$7.1M$9.6M+$2.6M2026-10-29
Aprio Wealth Management, LLC
INCREASED95,30891,671+3,637+4%$9.2M$9.6M+$341.9K2026-10-28
MinichMacGregor Wealth Management, LLC
DECREASED93,428133,539-40,111-30%$13.5M$9.4M-$4.1M2026-10-14
NavPoint Financial, Inc.
DECREASED91,535106,235-14,700-14%$10.7M$9.2M-$1.5M2026-10-21
Heirloom Wealth Management
INCREASED90,92177,209+13,712+18%$7.8M$9.1M+$1.4M2026-10-14
Independent Solutions Wealth Management, LLC
INCREASED88,87378,214+10,659+14%$7.9M$8.9M+$1.1M2026-10-28
WestHill Financial Advisors, Inc.
INCREASED88,52481,971+6,553+8%$8.3M$8.9M+$637.6K2026-10-14
Independent Financial Group, LLC
INCREASED87,81467,112+20,702+31%$6.8M$8.8M+$2.1M2026-10-13
Avion Wealth
INCREASED87,78471,928+15,856+22%$7.3M$8.8K-$7.2M2026-11-04
Moneco Advisors, LLC
INCREASED86,46879,210+7,258+9%$8.0M$8.7M+$709.2K2026-11-05
Forvis Mazars Wealth Advisors, LLC
INCREASED86,07315,713+70,360+448%$1.6M$8.7M+$7.1M2026-10-13
YHB Investment Advisors, Inc.
INCREASED84,95382,205+2,748+3%$8.3M$8.5M+$255.0K2026-10-08
RFG Advisory, LLC
INCREASED84,35541,164+43,191+105%$4.1M$8.5M+$4.3M2026-11-03
Park Avenue Securities LLC
INCREASED83,40616,189+67,217+415%$1.6M$8.4K-$1.6M2026-10-26
VestGen Advisors, LLC
DECREASED82,07495,781-13,707-14%$9.7M$8.3M-$1.4M2026-10-27
Prospera Financial Services Inc
INCREASED79,92412,048+67,876+563%$1.2M$8.1M+$6.8M2026-11-04
Sowell Financial Services LLC
INCREASED75,89621,327+54,569+256%$2.2M$7.6M+$5.5M2026-10-23
Oceanside Advisors LLC
INCREASED74,82166,004+8,817+13%$6.7M$7.5M+$869.4K2026-11-03
Hardworking Capital Advisors, LLC
INCREASED73,00758,977+14,030+24%$5.9M$7.3M+$1.4M2026-10-20
Procyon Advisors, LLC
INCREASED69,99463,455+6,539+10%$6.4M$7.0M+$641.0K2026-10-21
Eagle Strategies LLC
NEW69,316—+69,316——$7.0M—2026-10-16
Sigma Planning Corp
INCREASED68,17861,802+6,376+10%$6.2M$6.9M+$625.1K2026-10-23
Halbert Hargrove Global Advisors, LLC
INCREASED67,82658,956+8,870+15%$5.9M$6.8M+$876.6K2026-10-16
Sentinel Pension Advisors, LLC
INCREASED64,20960,348+3,861+6%$6.1M$6.5M+$382.9K2026-11-02
PFW Advisors LLC
INCREASED62,64962,249+400+1%$6.3M$6.3M+$24.0K2026-10-07
Able Financial Group, LLC
INCREASED62,05041,841+20,209+48%$4.2M$6.2M+$2.0M2026-10-14
Wedbush Securities Inc
DECREASED61,03363,298-2,265-4%$6.4M$6.1K-$6.4M2026-10-22
Capital Advisors Wealth Management, LLC
INCREASED60,45557,744+2,711+5%$5.8M$6.1M+$257.6K2026-10-09
Financial Futures Ltd Liability Co.
INCREASED59,82618,946+40,880+216%$1.9M$6.0M+$4.1M2026-10-13
WBH Advisory Inc
DECREASED59,18474,295-15,111-20%$7.5M$6.0M-$1.5M2026-11-05
Uncommon Cents Investing Inc
INCREASED58,86557,585+1,280+2%$5.8M$5.9M+$113.7K2026-10-20
Smith Thornton Advisors LLC
INCREASED58,53856,181+2,357+4%$5.6M$5.9M+$237.5K2026-10-16
Capital Management Associates, Inc
INCREASED56,84852,501+4,347+8%$5.3M$5.7M+$423.5K2026-10-20
StoneX Group Inc.
INCREASED56,25443,741+12,513+29%$4.4M$5.7M+$1.2M2026-11-03
Vima LLC
INCREASED56,03350,001+6,032+12%$5.0M$5.6M+$593.5K2026-10-23
Kathmere Capital Management, LLC
DECREASED55,59356,126-533-1%$5.7M$5.6M-$68.1K2026-10-20
Joel Adams & Associates, Inc.
INCREASED55,23852,430+2,808+5%$5.3M$5.6M+$268.6K2026-11-02
Heritage OAK Wealth Advisors LLC
NEW55,079—+55,079——$5.5M—2026-10-14
Integrity Alliance, Llc.
DECREASED54,86064,340-9,480-15%$6.5M$5.5M-$969.9K2026-10-29
Beacon Investment Advisory Services, Inc.
DECREASED52,88067,058-14,178-21%$6.8M$5.3M-$1.4M2026-10-13
Milestone Asset Management, LLC
INCREASED52,84947,495+5,354+11%$4.8M$5.3M+$526.0K2026-10-15
Advocate Group LLC
INCREASED51,63448,356+3,278+7%$4.9M$5.2M+$317.0K2026-10-19
Jmac Enterprises LLC
DECREASED48,96851,851-2,883-6%$5.2M$4.9M-$303.4K2026-10-30
Patriot Financial Group Insurance Agency, LLC
INCREASED48,4629,825+38,637+393%$990.5K$4.9M+$3.9M2026-10-14
City Center Advisors, LLC
INCREASED48,28847,575+713+2%$4.8M$4.9M+$59.4K2026-10-08
Mattern Wealth Management LLC
INCREASED48,11034,705+13,405+39%$3.5M$4.8M+$1.3M2026-11-04
Friedenthal Financial
INCREASED47,78446,836+948+2%$4.7M$4.8M+$83.1K2026-10-27
Mullaney, Keating & Wright, Inc.
INCREASED46,62244,105+2,517+6%$4.4M$4.7M+$241.6K2026-10-19
Wincap Financial LLC
DECREASED46,31748,073-1,756-4%$4.8M$4.7M-$189.0K2026-10-20
Values First Advisors, Inc.
DECREASED46,08546,886-801-2%$4.7M$4.6M-$92.7K2026-10-23
Goodman Advisory Group, LLC
DECREASED46,00247,581-1,579-3%$4.8M$4.6M-$171.1K2026-11-02
FIG Financial Advisory Services Inc
INCREASED44,5785,046+39,532+783%$508.7K$4.5M+$4.0M2026-10-07
Clear Point Advisors Inc.
NEW44,065—+44,065——$4.4M—2026-10-30
Johnson Financial Group, LLC
DECREASED44,04754,674-10,627-19%$5.5M$4.4M-$1.1M2026-11-03
Pinnacle Associates LTD
DECREASED43,28144,122-841-2%$4.4M$4.4M-$96.1K2026-10-20
Stone Wealth Partners
DECREASED42,62855,778-13,150-24%$5.6M$4.3M-$1.3M2026-11-05
Klaas Financial Asset Advisors, LLC
INCREASED41,87141,496+375+1%$4.2M$4.2M+$26.9K2026-10-19
Balefire, LLC
INCREASED39,8866,208+33,678+542%$625.8K$4.0M+$3.4M2026-10-09
Choreo, LLC
INCREASED39,66936,779+2,890+8%$3.7M$4.0M+$281.0K2026-10-28
Westside Investment Management, Inc.
DECREASED39,52141,179-1,658-4%$4.2M$4.0M-$177.9K2026-11-02
Essential Planning, Llc.
INCREASED39,24536,001+3,244+9%$3.6M$3.9M+$316.8K2026-10-21
Peck Wealth Management, LLC
INCREASED38,38324,605+13,778+56%$2.5M$3.9M+$1.4M2026-10-29
SFG Wealth Management, Llc.
DECREASED38,00442,657-4,653-11%$4.3M$3.8M-$479.0K2026-10-23
American Institute for Advanced Investment Management, LLP
INCREASED37,86936,958+911+2%$3.7M$3.8M+$82.0K2026-11-03
TD Waterhouse Canada Inc.
DECREASED37,86838,119-251-1%$3.8M$3.8M-$33.1K2026-10-16
SkyOak Wealth, LLC
DECREASED37,81639,004-1,188-3%$3.9M$3.8M-$129.6K2026-10-28
McKinley Carter Wealth Services, Inc.
INCREASED37,64635,105+2,541+7%$3.5M$3.8M+$246.4K2026-10-16
EverSource Wealth Advisors, LLC
INCREASED36,00414,309+21,695+152%$1.4M$3.6M+$2.2M2026-11-04
FSM Wealth Advisors, LLC
DECREASED35,90137,495-1,594-4%$3.8M$3.6M-$176.1K2026-10-27
Partners Wealth Management, LLC
NEW35,308—+35,308——$3.6M—2026-10-28
TFB Advisors LLC
INCREASED34,74029,668+5,072+17%$3.0M$3.5M+$502.3K2026-11-02
Aegis Wealth Management, Inc.
DECREASED34,42855,032-20,604-37%$5.5M$3.5M-$2.1M2026-10-26
Intergy Private Wealth, LLC
INCREASED34,25230,973+3,279+11%$3.1M$3.4M+$321.6K2026-10-16
Parsons Capital Management Inc
DECREASED34,10137,656-3,555-9%$3.8M$3.4M-$367.3K2026-10-28
Apollon Wealth Management, LLC
DECREASED32,63432,914-280-1%$3.3M$3.3M-$36.7K2026-10-23
Mid-American Wealth Advisory Group, Inc.
INCREASED31,75828,425+3,333+12%$2.9M$3.2M+$327.7K2026-10-21
Asset One Wealth Management LLC
INCREASED31,75323,274+8,479+36%$2.3M$3.2M+$851.7K2026-11-02
Occidental Asset Management, LLC
INCREASED31,47710,803+20,674+191%$1.1M$3.2M+$2.1M2026-11-05
Csenge Advisory Group
INCREASED31,29223,765+7,527+32%$2.4M$3.1M+$750.7K2026-11-04
J.W. Cole Advisors, Inc.
INCREASED30,59728,606+1,991+7%$2.9M$3.1M+$192.7K2026-11-05
Capital Advisors, Ltd. LLC
INCREASED30,30227,572+2,730+10%$2.8K$3.0K+$2672026-10-27
Lido Advisors, LLC
DECREASED30,16531,683-1,518-5%$3.2M$3.0M-$160.8K2026-11-04
Foundry Financial Group, Inc.
INCREASED30,07729,266+811+3%$3.0M$3.0M+$73.9K2026-10-28
Montag A & Associates Inc
DECREASED29,12234,063-4,941-15%$3.4M$2.9M-$505.7K2026-10-29
BIP Wealth, LLC
DECREASED28,88937,022-8,133-22%$3.7M$2.9M-$827.4K2026-10-22
Macroview Investment Management LLC
INCREASED28,75024,727+4,023+16%$2.5M$2.9M+$398.1K2026-10-26
HCR Wealth Advisors
INCREASED28,67918,878+9,801+52%$1.9M$2.9M+$980.6K2026-10-15
Blueline Advisors LLC
INCREASED27,98027,570+410+1%$2.8M$2.8M+$34.0K2026-10-15
Paulson Wealth Management Inc.
DECREASED27,85928,699-840-3%$2.9M$2.8M-$91.9K2026-11-02
Sage Capital Management, LLC
DECREASED27,38430,041-2,657-9%$3.0M$2.8M-$275.1K2026-10-20
Sanchez Gaunt Capital Management, LLC
DECREASED27,17727,740-563-2%$2.8M$2.7M-$63.8K2026-11-03
Sage Rhino Capital LLC
INCREASED26,65126,437+214+1%$2.7M$2.7M+$14.7K2026-10-28
Axxcess Wealth Management, LLC
DECREASED26,10332,206-6,103-19%$3.2M$2.6M-$622.0K2026-10-21
D.A. Davidson & Co.
INCREASED26,06524,994+1,071+4%$2.5M$2.6M+$101.2K2026-10-28
Kestra Private Wealth Services, LLC
INCREASED26,03924,938+1,101+4%$2.5M$2.6M+$104.3K2026-10-30
Anchor Capital Advisors LLC
DECREASED25,96326,708-745-3%$2.7M$2.6M-$81.9K2026-11-05
Wagner Wealth Management, LLC
DECREASED25,74726,177-430-2%$2.6M$2.6M-$50.0K2026-10-21
SeaCrest Wealth Management, LLC
INCREASED24,84120,311+4,530+22%$2.0M$2.5M+$450.2K2026-10-21
Rockport Wealth LLC
INCREASED23,7754,440+19,335+435%$447.6K$2.4M+$1.9M2026-11-03
Blueprint Investment Partners LLC
DECREASED23,45923,953-494-2%$2.4M$2.4M-$55.9K2026-10-28
Blueprint Financial Advisors LLC
DECREASED23,26823,762-494-2%$2.4M$2.3M-$55.8K2026-10-28
Legacy Solutions, LLC
INCREASED22,51721,126+1,391+7%$2.1M$2.3M+$134.4K2026-10-07
Surience Private Wealth LLC
DECREASED22,28734,779-12,492-36%$3.5M$2.2M-$1.3M2026-10-16
Private Client Services, LLC
INCREASED22,1178,257+13,860+168%$832.4K$2.2M+$1.4M2026-10-02
SYM Financial Corp
INCREASED21,14519,962+1,183+6%$2.0M$2.1M+$113.7K2026-10-26
John W. Brooker & Co., CPAs
INCREASED21,06516,501+4,564+28%$1.7M$2.1M+$454.6K2026-10-21
Net Worth Advisory Group
DECREASED20,98621,903-917-4%$2.2M$2.1M-$103.9K2026-10-20
ETF Store, Inc.
INCREASED20,55619,948+608+3%$2.0M$2.1M+$55.9K2026-10-19
Unified Investment Management
INCREASED20,44120,095+346+2%$2.0M$2.1M+$29.6K2026-10-14
Narus Financial Partners, LLC
INCREASED19,99611,279+8,717+77%$1.1M$2.0M+$873.6K2026-10-19
Cedar Mountain Advisors, LLC
DECREASED19,85822,020-2,162-10%$2.2M$2.0M-$223.1K2026-10-15
Legacy Capital Wealth Partners, LLC
DECREASED19,65025,523-5,873-23%$2.6M$2.0M-$597.2K2026-10-21
Wealth Alliance Advisory Group, LLC
INCREASED19,52616,689+2,837+17%$1.7M$2.0M+$280.9K2026-10-14
Altfest L J & Co Inc
DECREASED19,38119,690-309-2%$2.0M$1.9M-$36.2K2026-10-27
Waystone Advisors LLC
DECREASED19,37519,733-358-2%$2.0M$2.0M-$36.1K2026-10-16
Signature Estate & Investment Advisors LLC
DECREASED19,29321,152-1,859-9%$2.1M$1.9M-$192.4K2026-10-13
Founders Financial Securities LLC
NEW18,747—+18,747——$1.9M—2026-10-28
Oak Grove Capital LLC
UNCHANGED18,38418,38400%$1.9M$1.8M-$4.8K2026-10-09
RiverTree Advisors, LLC
DECREASED18,08918,768-679-4%$1.9M$1.8M-$73.2K2026-10-13
Berman McAleer LLC
INCREASED17,8348,679+9,155+105%$874.9K$1.8M+$918.3K2026-10-16
Vista Investment Partners II, LLC
INCREASED17,81716,919+898+5%$1.7M$1.8M+$85.9K2026-10-15
Avidian Wealth Enterprises, LLC
INCREASED17,7038,882+8,821+99%$895.4K$1.8M+$884.7K2026-10-08
Flaharty Asset Management, LLC
DECREASED17,60245,705-28,103-61%$4.6M$1.8M-$2.8M2026-11-02
Brown, Lisle Ings, Inc.
UNCHANGED17,41917,41900%$1.8M$1.8M-$4.5K2026-10-16
Soltis Investment Advisors LLC
INCREASED16,81215,054+1,758+12%$1.5M$1.7M+$172.9K2026-10-28
Waterway Wealth Management, LLC
DECREASED16,743247,582-230,839-93%$25.0M$1.7M-$23.3M2026-10-28
Rossby Financial, LCC
INCREASED16,2897,390+8,899+120%$745.0K$1.6M+$892.9K2026-11-05
Private Trust Co NA
INCREASED15,89313,841+2,052+15%$1.4M$1.6M+$202.8K2026-10-20
Regatta Capital Group, LLC
DECREASED15,79820,841-5,043-24%$2.1M$1.6M-$512.5K2026-10-23
Spire Wealth Management
INCREASED15,73115,003+728+5%$1.5M$1.6M+$69.2K2026-10-30
Phoenix Wealth Advisors
INCREASED15,62815,353+275+2%$1.5M$1.6M+$23.7K2026-11-03
Crown Wealth Group, LLC
INCREASED15,46314,873+590+4%$1.5M$1.6M+$55.5K2026-10-19
Total Clarity Wealth Management, Inc.
INCREASED15,4347,712+7,722+100%$777.4K$1.6M+$774.4K2026-10-26
Cynosure Group, LLC
NEW14,935—+14,935——$1.5M—2026-11-03
Balboa Wealth Partners
INCREASED14,92714,558+369+3%$1.5M$1.5M+$33.4K2026-10-20
Strategic Blueprint, LLC
INCREASED14,8344,504+10,330+229%$454.0K$1.5M+$1.0M2026-10-22
Parr Mcknight Wealth Management Group, LLC
DECREASED14,22720,891-6,664-32%$2.1M$1.4M-$675.5K2026-10-30
Objective Capital Management, LLC
INCREASED14,1503,450+10,700+310%$347.8K$1.4M+$1.1M2026-10-13
Essex Bank
DECREASED14,12114,454-333-2%$1.5M$1.4M-$37.2K2026-10-16
Towneley Capital Management, Inc / de
INCREASED13,85013,790+60+0%$1.4M$1.4M+$2.5K2026-10-09
Nations Financial Group Inc,
INCREASED13,81413,111+703+5%$1.3M$1.4M+$67.3K2026-11-05
Shayne & Jacobs, LLC
UNCHANGED13,65813,65800%$1.4M$1.4M-$3.6K2026-10-21
Birch Capital Management, LLC
DECREASED13,52114,209-688-5%$1.4M$1.4M-$72.9K2026-10-27
Beacon Financial Planning, Inc
INCREASED13,5098,420+5,089+60%$848.9K$1.4M+$509.4K2026-11-04
MCF Advisors LLC
DECREASED13,32813,722-394-3%$1.4M$1.3M-$43.2K2026-10-28
Arbor Investment Advisors, LLC
INCREASED13,0449,098+3,946+43%$917.1K$1.3M+$394.4K2026-10-26
Lodestone Wealth Management LLC
INCREASED12,94611,025+1,921+17%$1.1M$1.3M+$190.4K2026-10-14
Cooper Financial Group
INCREASED12,7118,514+4,197+49%$858.3K$1.3M+$419.8K2026-10-07
Pacific Excel Wealth Advisors, Inc.
NEW12,615—+12,615——$1.3M—2026-10-27
Avid Wealth Partners LLC
INCREASED12,50111,278+1,223+11%$1.1M$1.3M+$120.0K2026-11-03
Summa Corp.
UNCHANGED12,45012,45000%$1.3M$1.3M-$3.0K2026-10-30
Ascent Group, LLC
INCREASED12,42510,195+2,230+22%$1.0M$1.2M+$221.6K2026-10-30
Quest 10 Wealth Builders, Inc.
INCREASED12,36412,024+340+3%$1.2M$1.2M+$33.2K2026-11-02
Kachkovsky & Fisher, Inc.
INCREASED12,33010,039+2,291+23%$1.0M$1.2M+$227.8K2026-10-21
Stage Harbor Financial, LLC
INCREASED12,2195,316+6,903+130%$535.9K$1.2M+$692.7K2026-11-03
Capital Planning LLC
NEW11,927—+11,927——$1.2M—2026-10-09
Montis Financial, LLC
DECREASED11,87813,094-1,216-9%$1.3M$1.2M-$125.7K2026-11-04
B. Riley Wealth Advisors, Inc.
INCREASED11,8374,698+7,139+152%$473.4K$1.2M+$716.8K2026-10-13
Ashton Thomas Private Wealth, LLC
INCREASED11,75311,497+256+2%$1.2M$1.2M+$22.7K2026-11-03
Carnegie Investment Counsel
UNCHANGED11,74311,74300%$1.2M$1.2M-$3.1K2026-10-20
Ascentis Independent Advisors
NEW11,595—+11,595——$1.2M—2026-11-03
Richard P Slaughter Associates Inc
DECREASED11,51814,271-2,753-19%$1.4M$1.2M-$280.6K2026-10-13
Oppenheimer & Co Inc
INCREASED11,42510,429+996+10%$1.1M$1.1M+$97.4K2026-10-26
Mayfair Advisory Group, LLC
INCREASED11,38311,348+35+0%$1.1M$1.1M+$2.1K2026-10-20
Nova Financial LLC
NEW11,248—+11,248——$1.1M—2026-11-04
Cornerstone Wealth, LLC
NEW11,071—+11,071——$1.1M—2026-10-28
Roger Wittlin Investment Advisory, LLC
INCREASED11,04910,940+109+1%$1.1M$1.1M+$8.1K2026-10-19
Noble Wealth Management PBC
DECREASED10,96211,679-717-6%$1.2M$1.1M-$75.1K2026-10-01
Carlson Financial, Inc.
INCREASED10,5176,921+3,596+52%$697.7K$1.1M+$359.7K2026-11-05
Creative Capital Management Investments LLC
DECREASED10,38411,876-1,492-13%$1.2M$1.0M-$153.1K2026-10-28
Financial Management Professionals, Inc.
INCREASED10,3469,393+953+10%$946.9K$1.0M+$93.4K2026-10-23
Farmers & Merchants Trust Co of Long Beach
DECREASED10,26610,336-70-1%$1.0M$1.0M-$9.7K2026-10-22
Koshinski Asset Management, Inc.
INCREASED10,1439,573+570+6%$965.1K$1.0M+$54.8K2026-10-29
Apella Capital, LLC
INCREASED9,9922,408+7,584+315%$242.1K$1.0M+$760.7K2026-10-08
Weaver Consulting Group
NEW9,935—+9,935——$999.0K—2026-10-07
Perigon Wealth Management, LLC
INCREASED9,9268,705+1,221+14%$877.6K$998.1K+$120.5K2026-10-22
Parallel Advisors, LLC
INCREASED9,761261+9,500+3640%$26.3K$981.5K+$955.2K2026-11-03
Wealth Advisory Solutions, LLC
INCREASED9,6267,175+2,451+34%$723.3K$967.9K+$244.6K2026-10-20
Flagship Harbor Advisors, LLC
INCREASED9,4298,267+1,162+14%$833.4K$948.1K+$114.7K2026-10-26
Stirlingshire Investments, Inc.
INCREASED9,3077,411+1,896+26%$747.1K$935.9K+$188.7K2026-11-05
SteelPeak Wealth, LLC
INCREASED9,2398,864+375+4%$893.6K$928.9K+$35.4K2026-10-16
Mezzasalma Advisors, LLC
INCREASED9,1778,794+383+4%$886.5K$922.8K+$36.3K2026-10-14
True North Advisors, LLC
INCREASED9,1523,977+5,175+130%$400.9K$920.2K+$519.3K2026-10-22
Powell Investment Advisors, LLC
INCREASED9,1199,111+8+0%$918.5K$916.9K-$1.6K2026-10-22
XY Planning Network, Inc.
INCREASED9,0182,211+6,807+308%$222.9K$906.8K+$683.9K2026-10-14
Kanawha Capital Management LLC
DECREASED9,0139,063-50-1%$913.6K$906.3K-$7.4K2026-10-19
Alterna Wealth Management, Inc
INCREASED8,9908,960+30+0%$903.2K$904.0K+$7222026-10-27
Birchwood Financial Partners, Inc.
INCREASED8,8027,486+1,316+18%$754.7K$885.0K+$130.3K2026-11-02
Allspring Global Investments Holdings, LLC
INCREASED8,8017,301+1,500+21%$733.9K$883.0K+$149.1K2026-11-04
Elevation Capital Advisory, LLC
NEW8,764—+8,764——$881.2K—2026-10-29
Transcendent Capital Group LLC
INCREASED8,2748,255+19+0%$832.2K$832.0K-$2422026-10-28
Financial Guidance Group, Inc.
DECREASED8,2208,544-324-4%$861.3K$826.6K-$34.8K2026-10-21
Elevation Point Wealth Partners, LLC
INCREASED8,1214,594+3,527+77%$463.2K$816.4K+$353.2K2026-11-05
Chicago Partners Investment Group LLC
DECREASED8,0108,543-533-6%$859.8K$806.0K-$53.8K2026-10-27
Independent Wealth Network Inc.
DECREASED8,0108,046-360%$811.1K$805.4K-$5.8K2026-10-19
Tcfg Investment Advisors, LLC
DECREASED7,9868,381-395-5%$842.7K$800.7K-$41.9K2026-10-20
Lantern Wealth Advisors, LLC
DECREASED7,69510,669-2,974-28%$1.1M$773.8K-$301.7K2026-10-22
Davenport & Co LLC
DECREASED7,6597,717-58-1%$777.9K$770.1K-$7.8K2026-10-14
Integrated Advisors Network LLC
INCREASED7,5654,734+2,831+60%$477.2K$760.7K+$283.5K2026-10-20
Sovran Advisors, LLC
DECREASED7,42813,284-5,856-44%$1.3M$747.8K-$590.3K2026-11-02
Riverchase Wealth Management, LLC
INCREASED7,3766,331+1,045+17%$638.2K$741.6K+$103.4K2026-10-28
Pinion Investment Advisors, LLC
INCREASED7,3456,624+721+11%$667.8K$738.5K+$70.8K2026-11-04
Firethorn Wealth Partners, LLC
INCREASED7,1272,907+4,220+145%$293.0K$716.6K+$423.5K2026-10-14
Adamsbrown Wealth Consultants LLC
INCREASED7,0592,944+4,115+140%$296.8K$709.8K+$413.1K2026-10-20
Selby Wealth Management, LLC
INCREASED7,0597,034+25+0%$709.1K$709.8K+$7662026-10-16
United Advisor Group, LLC
INCREASED7,0562,483+4,573+184%$250.3K$709.5K+$459.2K2026-11-03
Global View Capital Management LLC
NEW6,994—+6,994——$703.2K—2026-10-28
Fiduciary Alliance LLC
DECREASED6,91615,321-8,405-55%$1.5M$695.4K-$849.1K2026-10-13
Catalyst Private Wealth, LLC
UNCHANGED6,9006,90000%$695.6K$693.8K-$1.8K2026-10-13
Financial Enhancement Group LLC
DECREASED6,6327,789-1,157-15%$785.2K$665.6K-$119.6K2026-10-08
CGC Financial Services, LLC
DECREASED6,6156,795-180-3%$685.0K$665.1K-$19.9K2026-10-13
Greatmark Investment Partners, Inc.
DECREASED6,5858,210-1,625-20%$827.7K$662.1K-$165.5K2026-10-28
US Bancorp \de\
INCREASED6,5455,624+921+16%$567.0K$658.1K+$91.1K2026-11-05
Accurate Wealth Management, LLC
DECREASED6,5159,562-3,047-32%$961.6K$654.2K-$307.5K2026-10-20
AdvisorNet Financial, Inc
DECREASED6,5046,702-198-3%$675.6K$653.2K-$22.4K2026-10-15
BlueChip Wealth Advisors LLC
INCREASED6,4372,605+3,832+147%$262.6K$647.2K+$384.6K2026-11-03
Midwest Financial Network, LLC
INCREASED6,4306,344+86+1%$639.6K$646.5K+$7.0K2026-10-13
Sard Wealth Management Group, LLC
DECREASED6,37418,091-11,717-65%$1.8M$640.9K-$1.2M2026-10-16
Power Wealth Management LLC
DECREASED6,3537,897-1,544-20%$796.1K$638.8K-$157.3K2026-10-27
Uptown Financial Advisors LLC
INCREASED6,3114,956+1,355+27%$499.7K$634.7K+$135.0K2026-10-15
Compass Financial Management LLC
INCREASED6,2315,712+519+9%$574.6K$626.5K+$51.9K2026-10-30
Diversify Advisory Services, LLC
INCREASED6,2005,021+1,179+23%$505.7K$623.0K+$117.4K2026-10-20
Diversify Wealth Management, LLC
INCREASED6,2005,021+1,179+23%$505.7K$623.0K+$117.4K2026-10-20
Prime Capital Investment Advisors, LLC
INCREASED6,0545,192+862+17%$523.4K$608.8K+$85.4K2026-10-20
Closed-End Fund Advisors, Inc.
DECREASED6,0237,265-1,242-17%$732.4K$605.6K-$126.8K2026-11-04
Spinnaker Investment Group, LLC
DECREASED5,97511,982-6,007-50%$1.2M$600.8K-$607.1K2026-10-13
Triumph Capital Management
DECREASED5,9586,134-176-3%$618.4K$599.1K-$19.2K2026-10-14
SilverOak Wealth Management LLC
INCREASED5,8345,194+640+12%$523.6K$586.6K+$63.0K2026-10-29
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED5,5905,620-30-1%$565.7K$562.1K-$3.6K2026-10-21
Archer Investment Corp
DECREASED5,5495,647-98-2%$569.3K$558.0K-$11.3K2026-11-05
Nordwand Advisors, LLC
UNCHANGED5,5035,50300%$554.8K$553.3K-$1.4K2026-11-05
Vise Technologies, Inc.
INCREASED5,4913,978+1,513+38%$401.0K$552.1K+$151.1K2026-10-29
Lloyd Advisory Services, Llc.
INCREASED5,4105,126+284+6%$516.7K$544.0K+$27.2K2026-11-02
BridgePort Financial Solutions, LLC
DECREASED5,3865,531-145-3%$557.6K$541.6K-$16.0K2026-11-02
CoreCap Advisors, LLC
INCREASED5,2154,845+370+8%$488.4K$524.4K+$36.0K2026-10-08
Bank of New York Mellon Corp
INCREASED5,0943,563+1,531+43%$359.2K$512.2K+$153.0K2026-11-05
Venture Visionary Partners LLC
NEW5,073—+5,073——$510.2K—2026-10-07
Robinswood Financial LLC
DECREASED5,0585,420-362-7%$546.4K$508.4K-$38.1K2026-10-20
Baron Wealth Management LLC
INCREASED5,0433,462+1,581+46%$349.0K$507.1K+$158.1K2026-10-27
Capital Asset Advisory Services LLC
INCREASED4,9204,647+273+6%$468.5K$494.9K+$26.4K2026-10-30
Midway Capital Research & Management
DECREASED4,9105,290-380-7%$533.3K$493.7K-$39.6K2026-10-20
Quartz Partners, LLC
DECREASED4,9075,771-864-15%$581.8K$493.4K-$88.4K2026-11-03
White Pine Investment Co
DECREASED4,7284,782-54-1%$482.0K$475-$481.5K2026-10-15
Financial Designs Corp
INCREASED4,7184,619+99+2%$465.6K$474.4K+$8.8K2026-10-09
Focus Financial Network, Inc.
DECREASED4,6404,699-59-1%$473.7K$466.6K-$7.1K2026-10-14
MFA Wealth Services
DECREASED4,5794,645-66-1%$468.2K$460.5K-$7.8K2026-10-14
Williams & Novak Wealth Management, LLC
INCREASED4,4403,400+1,040+31%$342.8K$446.4K+$103.7K2026-10-09
Stewardship Advisors, LLC
INCREASED4,4353,283+1,152+35%$331.0K$445.9K+$115.0K2026-10-20
Total Investment Management Inc
INCREASED4,4104,027+383+10%$405.9K$443.4K+$37.5K2026-10-22
Argos Wealth Advisors, LLC
INCREASED4,3573,740+617+17%$377.0K$438.1K+$61.0K2026-11-02
Fermata Advisors, LLC
DECREASED4,3184,934-616-12%$497.4K$434.2K-$63.2K2026-10-13
Verdence Capital Advisors LLC
NEW4,259—+4,259——$428.3K—2026-10-26
Madson Wealth Advisors Inc
DECREASED4,2554,269-140%$430.3K$427.8K-$2.5K2026-10-13
Castle Rock Wealth Management, LLC
DECREASED4,2544,284-30-1%$430.5K$426.8K-$3.7K2026-10-09
Signal Advisors Wealth, LLC
INCREASED4,2353,073+1,162+38%$309.8K$425.9K+$116.1K2026-10-13
First Heartland Consultants, Inc.
DECREASED4,189163,225-159,036-97%$16.5M$421.2K-$16.0M2026-10-08
Beese Fulmer Investment Management, Inc.
UNCHANGED4,1614,16100%$419.5K$418.4K-$1.1K2026-10-23
AlphaCore Capital LLC
INCREASED4,1222,386+1,736+73%$240.5K$414.5K+$174.0K2026-11-04
Valley Brook Capital Group, Inc.
INCREASED4,1152,439+1,676+69%$245.9K$413.8K+$167.9K2026-10-26
Daymark Wealth Partners, LLC
DECREASED4,0845,264-1,180-22%$530.6K$410.7K-$120.0K2026-11-04
MTM Investment Management, LLC
NEW4,035—+4,035——$405.7K—2026-10-30
W.G. Shaheen & Associates DBA Whitney & Co
UNCHANGED4,0004,00000%$403.2K$402.2K-$1.0K2026-11-03
Hudock, Inc.
INCREASED3,9943,965+29+1%$399.7K$401.7K+$2.0K2026-10-14
Rosenberg Matthew Hamilton
DECREASED3,9314,046-115-3%$407.9K$395.3K-$12.6K2026-10-05
Merited Wealth, LLC
DECREASED3,8816,169-2,288-37%$621.9K$390.2K-$231.7K2026-10-13
Grantvest Financial Group LLC
INCREASED3,8553,010+845+28%$303.4K$387.6K+$84.2K2026-10-21
Clear Creek Financial Management, LLC
DECREASED3,8173,999-182-5%$403.1K$383.8K-$19.3K2026-10-28
Clifford Swan Investment Counsel LLC
INCREASED3,8143,535+279+8%$356.4K$383.5K+$27.1K2026-11-05
LongView Wealth Management
INCREASED3,8122,250+1,562+69%$226.8K$383.3K+$156.5K2026-10-19
RFG Holdings, Inc.
DECREASED3,7575,555-1,798-32%$560.1K$377.8K-$182.2K2026-10-30
Larson Financial Group LLC
INCREASED3,752578+3,174+549%$58.3K$377.3K+$319.0K2026-11-05
Gerber Kawasaki Wealth & Investment Management
NEW3,673—+3,673——$369.3K—2026-10-29
Vigilare Wealth Management
DECREASED3,6306,224-2,594-42%$627.5K$365.0K-$262.5K2026-10-29
Cutler Investment Counsel LLC
DECREASED3,6243,662-38-1%$369.2K$364.4K-$4.8K2026-10-28
Entrewealth, LLC
UNCHANGED3,6133,61300%$363.3K$363.3K-$362026-10-14
Certuity, LLC
UNCHANGED3,6063,60600%$363.5K$362.6K-$9382026-11-02
PFG Advisors
DECREASED3,5454,400-855-19%$443.6K$356.5K-$87.1K2026-10-16
New England Private Wealth Advisors LLC
INCREASED3,5233,500+23+1%$352.4K$354.3K+$1.9K2026-10-19
Optivise Advisory Services LLC
NEW3,503—+3,503——$352.2K—2026-10-19
Nicholas Hoffman & Company, Llc.
INCREASED3,3753,360+15+0%$338.8K$339.3K+$5702026-10-30
Quadcap Wealth Management, LLC
NEW3,305—+3,305——$332.3K—2026-11-02
Christian Investment Advisors, Inc.
DECREASED3,2933,441-148-4%$346.9K$331.1K-$15.9K2026-11-03
Integrated Capital Management, LLC
INCREASED3,2422,260+982+43%$227.8K$326.0K+$98.2K2026-10-23
Silverlake Wealth Management LLC
DECREASED3,2093,417-208-6%$344.4K$322.7K-$21.8K2026-10-21
Burford Brothers, Inc.
UNCHANGED3,1973,19700%$322.3K$321.5K-$8322026-10-21
Jnba Financial Advisors
INCREASED3,1703,151+19+1%$317.7K$318.7K+$1.1K2026-11-03
KG Capital Management
NEW3,129—+3,129——$314.6K—2026-10-15
DeDora Capital, Inc.
DECREASED3,0849,186-6,102-66%$926.0K$310.1K-$615.9K2026-10-26
Hedeker Wealth, LLC
NEW3,076—+3,076——$309.3K—2026-10-23
Arrow Financial Corp
DECREASED3,0763,549-473-13%$357.8K$309.3K-$48.5K2026-10-26
Lanark Financial, Inc.
INCREASED3,0721,651+1,421+86%$166.4K$308.9K+$142.5K2026-10-26
TopTier Wealth Management, LLC
UNCHANGED3,0583,05800%$308.3K$307.5K-$7952026-10-16
Accelerate Investment Advisors LLC
INCREASED3,0212,991+30+1%$301.5K$303.8K+$2.2K2026-11-02
North Forty Two & Co.
UNCHANGED2,9962,99600%$302.0K$301.2K-$7792026-10-19
Auctus Advisors LLC
UNCHANGED2,9852,98500%$300.9K$300.1K-$7762026-10-23
Virtue Capital Management, LLC
NEW2,961—+2,961——$297.7K—2026-10-29
Silver Grove Financial Group, Inc.
INCREASED2,9331,167+1,766+151%$117.6K$294.9K+$177.3K2026-11-05
Gimbal Financial
UNCHANGED2,9202,92000%$294.4K$293.6K-$7592026-10-19
Basso Capital Management, L.P.
INCREASED2,8802,582+298+12%$260.3K$289.6K+$29.3K2026-10-30
Sterling Investment Counsel, LLC
NEW2,867—+2,867——$288.3K—2026-10-19
Howard Wealth Management, LLC
DECREASED2,8412,918-77-3%$294.2K$285.8K-$8.5K2026-10-28
XML Financial, LLC
DECREASED2,8152,913-98-3%$293.6K$283.1K-$10.6K2026-10-29
Powerhouse Assets LLC
INCREASED2,7892,779+10+0%$280.1K$280.4K+$2542026-10-19
Beacon Financial Advisory LLC
INCREASED2,6862,618+68+3%$263.9K$270.0K+$6.1K2026-10-16
LexAurum Advisors, LLC
INCREASED2,6572,646+11+0%$266.8K$267.1K+$3322026-10-19
Woodward Diversified Capital, LLC
NEW2,621—+2,621——$263.5K—2026-10-21
Richardson Financial Services Inc.
NEW2,587—+2,587——$260.1K—2026-10-30
International Assets Investment Management, LLC
INCREASED2,5861,716+870+51%$172.5K$259.3K+$86.8K2026-11-02
Sacks & Associates, LLC
INCREASED2,5632,560+3+0%$258.0K$257.7K-$3122026-10-09
Barrett & Company, Inc.
INCREASED2,5152,506+9+0%$252.7K$252.9K+$1962026-10-22
SAX Wealth Advisors, LLC
DECREASED2,4422,502-60-2%$251.6K$245.6K-$6.0K2026-10-13
Worth Asset Management, LLC
DECREASED2,4302,830-400-14%$285.3K$244.3K-$41.0K2026-10-07
Onyx Bridge Wealth Group LLC
INCREASED2,4252,422+3+0%$244.2K$243.8K-$3252026-10-16
Auour Investments LLC
DECREASED2,3272,626-299-11%$264.7K$233.9K-$30.7K2026-10-28
Econ Financial Services Corp
NEW2,318—+2,318——$233.1K—2026-10-19
Aletheian Wealth Advisors LLC
NEW2,275—+2,275——$228.8K—2026-10-08
Wealthcare Advisory Partners LLC
DECREASED2,2743,308-1,034-31%$333.5K$228.7K-$104.8K2026-10-21
ADE, LLC
UNCHANGED2,2202,22000%$223.8K$223.2K-$5772026-10-29
1900 Wealth Management LLC
INCREASED2,2112,201+10+0%$221.9K$222.3K+$3912026-10-13
CWC Advisors, Llc.
DECREASED2,1932,223-30-1%$224.1K$220.5K-$3.6K2026-10-15
Titleist Asset Management, LLC
INCREASED2,1782,158+20+1%$217.5K$219.0K+$1.5K2026-10-08
Bauman Advisory Group, LLC
NEW2,173—+2,173——$218.5K—2026-10-29
Glenview Trust Co
NEW2,170—+2,170——$218.2K—2026-10-28
Avior Wealth Management, LLC
DECREASED2,1662,206-40-2%$222.4K$217.8K-$4.6K2026-10-13
Ferguson Wellman Capital Management, Inc
NEW2,162—+2,162——$217.4K—2026-10-05
Creative Financial Designs Inc
INCREASED2,143401+1,742+434%$40.4K$215.5K+$175.0K2026-11-04
Valtinson Bruner Financial Planning LLC
NEW2,059—+2,059——$207.0K—2026-11-02
Global Assets Advisory, LLC
NEW2,055—+2,055——$206.1K—2026-10-28
Sloy Dahl & Holst, LLC
UNCHANGED2,0002,00000%$201.6K$201.1K-$5202026-10-14
Leisure Capital Management
DECREASED1,9952,427-432-18%$244.7K$200.6K-$44.1K2026-11-03
StrongBox Wealth, LLC
INCREASED1,9941,991+3+0%$200.7K$200.6K-$1242026-11-02
Tradewinds Capital Management, LLC
UNCHANGED1,9021,90200%$191.7K$191.2K-$4942026-10-23
Harbor Investment Advisory, LLC
UNCHANGED1,6691,66900%$168.3K$167.8K-$4342026-10-13
Kings Path Partners LLC
UNCHANGED1,6111,61100%$162.4K$162.0K-$4192026-10-21
Gilpin Wealth Management, LLC
DECREASED1,5811,756-175-10%$177.0K$159.0K-$18.1K2026-10-09
Mather Group, Llc.
UNCHANGED1,4621,46200%$147.4K$147.1K-$3802026-10-14
Pacific Center for Financial Services
UNCHANGED1,4301,43000%$144.2K$143.8K-$3712026-10-15
Cape Investment Advisory, Inc.
INCREASED1,3191,193+126+11%$120.2K$132.6K+$12.4K2026-10-13
FinArc Investments, Inc.
NEW958—+958——$96.3K—2026-10-14
Nvwm, LLC
DECREASED760920-160-17%$92.7K$76.4K-$16.3K2026-10-14
Aspect Partners, LLC
UNCHANGED70070000%$70.6K$70.4K-$1822026-10-20
Washington Trust Advisors, Inc.
INCREASED660659+1+0%$66.4K$66.4K-$712026-10-22
Holos Integrated Wealth LLC
UNCHANGED63363300%$63.7K$63.7K-$102026-10-23
Mascoma Wealth Management LLC
UNCHANGED61861800%$62.3K$62.1K-$1612026-10-23
Cherry Tree Wealth Management, LLC
UNCHANGED59959900%$60.4K$60.2K-$1562026-10-15
Tounjian Advisory Partners, LLC
INCREASED575504+71+14%$50.8K$57.8K+$7.0K2026-11-04
Golden State Wealth Management, LLC
DECREASED5709,688-9,118-94%$976.7K$57.3K-$919.4K2026-11-02
Bangor Savings Bank
NEW500—+500——$50.3K—2026-10-06
American National Bank & Trust
UNCHANGED45945900%$46.3K$46.2K-$1192026-10-07
Wilmington Savings Fund Society, FSB
NEW437—+437——$43.9K—2026-10-23
Signature Equity Partners, LLC
NEW427—+427——$42.9K—2026-10-29
Root Financial Partners, LLC
NEW390—+390——$39.2K—2026-10-21
Polaris Financial Partners
NEW390—+390——$39—2026-10-02
Bfsg, LLC
UNCHANGED35135100%$35.4K$35.3K-$912026-10-30
Networth Advisors, LLC
DECREASED320329-9-3%$33.2K$32.2K-$9502026-11-03
Nemes Rush Group LLC
UNCHANGED31631600%$31.9K$31.8K-$822026-11-04
Evolution Wealth Management Inc.
UNCHANGED29629600%$29.8K$29.8K-$772026-10-28
Hara Capital LLC
NEW288—+288——$29.0K—2026-10-30
Kingdom Financial Group Llc.
DECREASED281762-481-63%$76.8K$28.3K-$48.5K2026-11-04
Register Financial Advisors LLC
DECREASED244493-249-51%$49.7K$24.6K-$25.1K2026-10-23
Montgomery Financial Services LLC
DECREASED238240-2-1%$24.2K$23.9K-$2632026-11-03
CX Institutional
DECREASED224368-144-39%$37$23-$142026-10-02
Pinnacle Wealth Planning Services, Inc.
UNCHANGED20020000%$20.2K$20.1K-$522026-10-27
Sunrise Financial Services, LLC
UNCHANGED15715700%$15.8K$15.8K-$412026-10-21
Wolff Wiese Magana LLC
INCREASED155137+18+13%$13.8K$15.6K+$1.8K2026-10-15
Elevated Capital Advisors, LLC
DECREASED154298-144-48%$30.0K$15.5K-$14.5K2026-11-04
Monetary Solutions, Ltd
UNCHANGED14014000%$14.1K$14.1K-$362026-10-22
Costello Asset Management, Inc
INCREASED131129+2+2%$13.0K$13.1K+$962026-10-30
Gamma Investing LLC
UNCHANGED12812800%$12.9K$12.9K-$342026-10-08
1620 Investment Advisors, Inc.
UNCHANGED12412400%$12.5K$12.5K-$322026-11-04
Independence Bank of Kentucky
NEW122—+122——$12.3K—2026-10-26
Mainstream Capital Management LLC
NEW104—+104——$10.5K—2026-10-23
Y.D. More Investments Ltd
UNCHANGED999900%$10.0K$10.0K-$262026-11-02
Olistico Wealth, LLC
NEW98—+98——$9.9K—2026-10-05
Hughes Financial Services, LLC
NEW95—+95——$9.6K—2026-10-30
Caldwell Trust Co
UNCHANGED727200%$7.3K$7.2K-$182026-10-30
Latitude Advisors, LLC
NEW70—+70——$7.0K—2026-10-27
MidAtlantic Capital Management, Inc.
NEW50—+50——$5.0K—2026-11-05
Key Capital Management, Inc
DECREASED37172-135-78%$17.3K$3.7K-$13.6K2026-11-03
TD Private Client Wealth LLC
INCREASED261+25+2500%$69$2.6K+$2.5K2026-10-28
Financial Network Wealth Advisors LLC
UNCHANGED232300%$2.3K$2.3K-$62026-10-28
GHP Investment Advisors, Inc.
DECREASED20119-99-83%$12.0K$2.0K-$10.0K2026-10-15
Hilltop National Bank
UNCHANGED161600%$1.6K$1.6K-$42026-10-14
Provenance Wealth Advisors, LLC
NEW14—+14——$1.4K—2026-10-30
William Mack & Associates, Inc.
NEW4—+4——$403—2026-10-27
Prairie Wealth Advisors, Inc.
NEW0—0——$307.4K—2026-10-29
Brick & Kyle, Associates
CLOSED0167,922-167,922-100%$16.9M$0-$16.9M2026-11-05
Scarborough Advisors, LLC
CLOSED018,389-18,389-100%$1.8M$0-$1.8M2026-10-16
Klingman & Associates, LLC
CLOSED010,500-10,500-100%$1.1M$0-$1.1M2026-10-20
Citizens Financial Group Inc
CLOSED08,209-8,209-100%$827.6K$0-$827.6K2026-10-23
Laurel OAK Wealth Management, LLC
CLOSED07,720-7,720-100%$778.3K$0-$778.3K2026-10-19
Rockwood Wealth Management, LLC
CLOSED06,210-6,210-100%$626.0K$0-$626.0K2026-10-27
Five Pine Wealth Management
CLOSED05,087-5,087-100%$512.9K$0-$512.9K2026-10-20
Mission Wealth Management, LP
CLOSED04,098-4,098-100%$413.1K$0-$413.1K2026-10-15
Altium Investment Strategies LLC
CLOSED03,602-3,602-100%$362.3K$0-$362.3K2026-10-20
Leelyn Smith, LLC
CLOSED03,265-3,265-100%$329.1K$0-$329.1K2026-11-03
Baker Boyer National Bank
CLOSED03,092-3,092-100%$311.7K$0-$311.7K2026-11-05
Lionsbridge Wealth Management LLC
CLOSED03,090-3,090-100%$311.5K$0-$311.5K2026-10-26
StoneCrest Wealth Management, Inc.
CLOSED02,954-2,954-100%$297.8K$0-$297.8K2026-11-03
Crusonia Wealth Advisors LLC
CLOSED02,876-2,876-100%$290.0K$0-$290.0K2026-10-26
Lineweaver Wealth Advisors, LLC
CLOSED02,255-2,255-100%$227.3K$0-$227.3K2026-10-13
Convergence Financial, LLC
CLOSED02,056-2,056-100%$207.3K$0-$207.3K2026-10-27
Tectonic Advisors LLC
CLOSED02,053-2,053-100%$207.0K$0-$207.0K2026-10-22
NWF Advisory Services Inc.
CLOSED02,024-2,024-100%$204.0K$0-$204.0K2026-10-19
Symphony Financial, Ltd. Co.
CLOSED02,017-2,017-100%$203.3K$0-$203.3K2026-10-22
Centerpoint Advisors, LLC
CLOSED0840-840-100%$85.0K$0-$85.0K2026-11-05
Cornerstone Planning Group LLC
CLOSED0325-325-100%$32.7K$0-$32.7K2026-10-16
Strengthening Families & Communities, LLC
CLOSED0207-207-100%$20.9K$0-$20.9K2026-10-21
Toth Financial Advisory Corp
CLOSED0140-140-100%$14.1K$0-$14.1K2026-10-08
Oakworth Capital, Inc.
CLOSED0109-109-100%$11.0K$0-$11.0K2026-10-26
True Wealth Design, LLC
CLOSED0100-100-100%$10.1K$0-$10.1K2026-10-13
LifeSteps Financial, Inc.
CLOSED050-50-100%$5.0K$0-$5.0K2026-10-15
Signature Resources Capital Management, LLC
CLOSED050-50-100%$5.0K$0-$5.0K2026-10-16
JPMorgan Chase & Co
N/A—32,029,913-32,029,913-100%$3.2B———
Morgan Stanley
N/A—9,255,763-9,255,763-100%$933.1M———
Wells Fargo & Company
N/A—5,074,632-5,074,632-100%$511.6M———
LPL Financial LLC
N/A—4,955,306-4,955,306-100%$499.5M———
UBS Group AG
N/A—3,356,371-3,356,371-100%$338.4M———
Bank of America Corp
N/A—2,308,137-2,308,137-100%$232.7M———
Focus Partners Wealth
N/A—1,367,299-1,367,299-100%$137.8M———
Royal Bank of Canada
N/A—1,202,526-1,202,526-100%$121.2M———
AE Wealth Management LLC
N/A—1,141,965-1,141,965-100%$115.1M———
Allianz Asset Management GmbH
N/A—1,085,435-1,085,435-100%$109.4M———
Envestnet Asset Management Inc
N/A—1,033,711-1,033,711-100%$104.2M———
Bramshill Investments, LLC
N/A—1,005,246-1,005,246-100%$101.3M———
Raymond James Financial Inc
N/A—886,530-886,530-100%$89.4M———
Stifel Financial Corp
N/A—858,957-858,957-100%$86.6M———
NewEdge Advisors, LLC
N/A—775,541-775,541-100%$78.2M———
Mariner, LLC
N/A—734,908-734,908-100%$74.1M———
Proficio Capital Partners LLC
N/A—722,776-722,776-100%$72.9M———
Osaic Holdings, Inc.
N/A—658,745-658,745-100%$66.4M———
Private Advisor Group, LLC
N/A—599,952-599,952-100%$60.5M———
HighTower Advisors, LLC
N/A—586,937-586,937-100%$59.2M———
MJP Associates Inc
N/A—561,867-561,867-100%$56.6M———
Northwestern Mutual Wealth Management Co
N/A—484,916-484,916-100%$48.9M———
Modern Wealth Management, LLC
N/A—456,112-456,112-100%$46.0M———
MML Investors Services, LLC
N/A—440,001-440,001-100%$44.4M———
Northwestern Mutual Investment Management Company, LLC
N/A—392,414-392,414-100%$39.6M———
Family Manage LLC
N/A—389,155-389,155-100%$39.2M———
Mutual Advisors, LLC
N/A—381,442-381,442-100%$38.5M———
Destination Wealth Management
N/A—352,916-352,916-100%$35.6M———
Waverly Advisors, LLC
N/A—350,743-350,743-100%$35.4M———
Retirement Income Solutions, Inc
N/A—346,949-346,949-100%$34.9M———
Cetera Investment Advisers
N/A—318,014-318,014-100%$32.1M———
Merit Financial Group, LLC
N/A—302,746-302,746-100%$30.5M———
Mason Investment Advisory Services, Inc.
N/A—275,603-275,603-100%$27.8M———
TD Capital Management LLC
N/A—254,494-254,494-100%$25.7M———
Harbour Investments, Inc.
N/A—223,597-223,597-100%$22.5M———
Phil A. Younker & Associates, Ltd.
N/A—221,702-221,702-100%$22.3M———
Roehl & Yi Investment Advisors, LLC
N/A—219,921-219,921-100%$22.2M———
PNC Financial Services Group, Inc.
N/A—212,659-212,659-100%$21.4M———
Captrust Financial Advisors
N/A—211,497-211,497-100%$21.3M———
Arax Advisory Partners
N/A—201,520-201,520-100%$20.3M———
Arkadios Wealth Advisors
N/A—179,817-179,817-100%$18.1M———
Jones Financial Companies Lllp
N/A—171,110-171,110-100%$17.2M———
Clearstead Advisors, LLC
N/A—165,539-165,539-100%$16.7M———
Addison Capital Co
N/A—159,920-159,920-100%$16.1M———
Janney Montgomery Scott LLC
N/A—157,819-157,819-100%$15.9M———
Mission Hills Financial Advisory, LLC
N/A—157,490-157,490-100%$15.9M———
BNP Paribas Financial Markets
N/A—155,034-155,034-100%$15.6M———
Ameritas Advisory Services, LLC
N/A—151,361-151,361-100%$15.3M———
United Capital Financial Advisors, LLC
N/A—143,974-143,974-100%$14.5M———
Beacon Pointe Advisors, LLC
N/A—143,821-143,821-100%$14.5M———
Stratos Wealth Partners, Ltd.
N/A—141,824-141,824-100%$14.3M———
OneDigital Investment Advisors LLC
N/A—140,325-140,325-100%$14.1M———
Cerity Partners LLC
N/A—138,021-138,021-100%$13.9M———
Delta Investment Management, LLC
N/A—133,775-133,775-100%$13.5M———
Brown Advisory Inc
N/A—131,936-131,936-100%$13.3M———
Rockefeller Capital Management L.P.
N/A—131,237-131,237-100%$13.2M———
Essex Financial Services, Inc.
N/A—128,162-128,162-100%$12.9M———
CacheTech Inc.
N/A—124,173-124,173-100%$12.5M———
Vance Wealth, LLC
N/A—119,567-119,567-100%$12.1M———
Flputnam Investment Management Co
N/A—118,966-118,966-100%$12.0M———
Elite Financial, Inc.
N/A—115,122-115,122-100%$11.6M———
Cahill Financial Advisors Inc
N/A—113,585-113,585-100%$11.5M———
Financial Engines Advisors L.L.C.
N/A—113,492-113,492-100%$11.4M———
National Bank of Canada
N/A—109,128-109,128-100%$11.0M———
Steward Partners Investment Advisory, LLC
N/A—107,489-107,489-100%$10.8M———
Resolute Wealth Strategies, LLC
N/A—107,317-107,317-100%$10.8M———
Mercer Global Advisors Inc
N/A—96,614-96,614-100%$9.7M———
Alexis Investment Partners, LLC
N/A—96,112-96,112-100%$9.7M———
Palumbo Wealth Management LLC
N/A—91,663-91,663-100%$9.2M———
MAI Capital Management
N/A—90,644-90,644-100%$9.1M———
PMG Wealth Management, Inc.
N/A—88,999-88,999-100%$8.9M———
Ausdal Financial Partners, Inc.
N/A—85,995-85,995-100%$8.7M———
Equitable Holdings, Inc.
N/A—83,748-83,748-100%$8.4M———
Gladstone Institutional Advisory LLC
N/A—82,576-82,576-100%$8.3M———
Sittner & Nelson, LLC
N/A—81,262-81,262-100%$8.2M———
Peapack Gladstone Financial Corp
N/A—79,719-79,719-100%$8.0M———
Spectrum Planning & Advisory Services Inc.
N/A—76,633-76,633-100%$7.7M———
Ogorek Anthony Joseph
N/A—73,805-73,805-100%$7.4M———
Geneos Wealth Management Inc.
N/A—71,556-71,556-100%$7.2M———
GatePass Capital, LLC
N/A—70,893-70,893-100%$7.1M———
CIBC World Market Inc.
N/A—69,895-69,895-100%$7.0M———
Migdal Insurance & Financial Holdings Ltd.
N/A—69,234-69,234-100%$7.0M———
Maimon Wealth Management Ltd.
N/A—69,220-69,220-100%$7.0M———
Integrated Wealth Concepts LLC
N/A—67,896-67,896-100%$6.8M———
Sanctuary Advisors, LLC
N/A—67,844-67,844-100%$6.8M———
Alexander Labrunerie & Co., Inc.
N/A—65,869-65,869-100%$6.6M———
Scotia Capital Inc.
N/A—65,410-65,410-100%$6.6M———
Channel Wealth LLC
N/A—63,749-63,749-100%$6.4M———
Stephens Inc
N/A—62,648-62,648-100%$6.3M———
WCG Wealth Advisors LLC
N/A—62,545-62,545-100%$6.3M———
CIBC Bancorp USA Inc.
N/A—62,449-62,449-100%$6.3M———
Main Street Financial Solutions, LLC
N/A—61,816-61,816-100%$6.2M———
&partners
N/A—59,979-59,979-100%$6.1M———
BHK Investment Advisors, LLC
N/A—59,582-59,582-100%$6.0M———
Gateway Wealth Partners, LLC
N/A—55,380-55,380-100%$5.6M———
Hershey Financial Advisers, LLC
N/A—54,823-54,823-100%$5.5M———
Whittier Trust Co
N/A—53,186-53,186-100%$5.3M———
TFR Capital, Llc.
N/A—52,526-52,526-100%$5.3M———
Strategic Investment Advisors / MI
N/A—52,344-52,344-100%$5.3M———
Global Retirement Partners, LLC
N/A—51,903-51,903-100%$5.2M———
Bank of Montreal
N/A—51,867-51,867-100%$5.2M———
World Investment Advisors
N/A—50,650-50,650-100%$5.1M———
Advocacy Wealth Management, LLC
N/A—50,466-50,466-100%$5.1M———
Baird Financial Group, Inc.
N/A—50,060-50,060-100%$5.0M———
Jacobi Capital Management LLC
N/A—49,096-49,096-100%$4.9M———
Oxinas Partners, LLC
N/A—48,847-48,847-100%$4.9M———
Curi Capital, LLC
N/A—48,491-48,491-100%$4.9M———
CIM, LLC
N/A—46,531-46,531-100%$4.7M———
Leavell Investment Management, Inc.
N/A—46,382-46,382-100%$4.7M———
Cornerstone Financial Group, LLC
N/A—45,243-45,243-100%$4.6M———
Barnes Wealth Management Group, Inc
N/A—44,414-44,414-100%$4.5M———
GeoWealth Management, LLC
N/A—43,877-43,877-100%$4.4M———
Cary Street Partners Financial LLC
N/A—43,860-43,860-100%$4.4M———
CreativeOne Wealth, LLC
N/A—40,810-40,810-100%$4.1M———
Citadel Advisors LLC
N/A—40,464-40,464-100%$4.1M———
Sequoia Financial Advisors, LLC
N/A—40,110-40,110-100%$4.0M———
Nest Investments, LLC
N/A—39,980-39,980-100%$4.0M———
Sachetta, LLC
N/A—39,613-39,613-100%$4.0M———
Camelot Portfolios, LLC
N/A—39,445-39,445-100%$4.0M———
First Trust Advisors LP
N/A—37,707-37,707-100%$3.8M———
Savvy Advisors, Inc.
N/A—37,457-37,457-100%$3.8M———
Muirfield Wealth Advisors LLC
N/A—35,085-35,085-100%$3.5M———
NorthCoast Asset Management LLC
N/A—35,044-35,044-100%$3.5M———
Stonebridge Financial Planning Group, LLC
N/A—34,790-34,790-100%$3.5M———
Advisory Services Network, LLC
N/A—34,406-34,406-100%$3.5M———
Integrity Wealth Solutions LLC
N/A—31,392-31,392-100%$3.2M———
Pinnacle Financial Partners, Inc.
N/A—30,741-30,741-100%$3.1M———
Susquehanna International Group, LLP
N/A—30,561-30,561-100%$3.1M———
Norris Financial Group, LLC
N/A—29,639-29,639-100%$3.0M———
Flatrock Wealth Partners LLC
N/A—29,071-29,071-100%$2.9M———
Wealth Alliance, LLC
N/A—28,183-28,183-100%$2.8M———
Arete Wealth Advisors, LLC
N/A—27,952-27,952-100%$2.8M———
Financial Strategies Group, Inc.
N/A—27,781-27,781-100%$2.8M———
Compass Financial Group, Inc.
N/A—26,894-26,894-100%$2.7M———
Strategic Wealth Advisors LLC
N/A—26,870-26,870-100%$2.7M———
Thoroughbred Financial Services, LLC
N/A—26,851-26,851-100%$2.7M———
Cannon Wealth Management Services, LLC
N/A—26,185-26,185-100%$2.6M———
Summit Financial, LLC
N/A—25,994-25,994-100%$2.6M———
Adams Wealth Management
N/A—25,906-25,906-100%$2.6M———
Kovack Advisors, Inc.
N/A—25,653-25,653-100%$2.6M———
Johnson Investment Counsel Inc
N/A—25,630-25,630-100%$2.6M———
Ruggaard & Associates LLC
N/A—25,352-25,352-100%$2.6M———
Wealth Advisors of Iowa, LLC
N/A—25,312-25,312-100%$2.6M———
Fiduciary Trust Co
N/A—24,756-24,756-100%$2.5M———
IHT Wealth Management, LLC
N/A—24,393-24,393-100%$2.5M———
SageView Advisory Group, LLC
N/A—24,267-24,267-100%$2.4M———
PAX Financial Group, LLC
N/A—24,131-24,131-100%$2.4M———
Savant Capital, LLC
N/A—23,195-23,195-100%$2.3M———
Somerset Group LLC
N/A—23,053-23,053-100%$2.3M———
Investor's Fiduciary Advisor Network, LLC
N/A—22,415-22,415-100%$2.3M———
Benjamin Edwards Inc
N/A—21,210-21,210-100%$2.1M———
Kayne Anderson Rudnick Investment Management LLC
N/A—20,875-20,875-100%$2.1M———
Peregrine Asset Advisers, Inc.
N/A—20,506-20,506-100%$2.1M———
Rehmann Capital Advisory Group
N/A—20,336-20,336-100%$2.1M———
HighPoint Advisor Group LLC
N/A—19,705-19,705-100%$2.0M———
Dorsey & Whitney Trust Co LLC
N/A—19,666-19,666-100%$2.0M———
Capital Analysts, LLC
N/A—19,587-19,587-100%$2.0M———
SlateStone Wealth, LLC
N/A—19,437-19,437-100%$2.0M———
Snowden Capital Advisors LLC
N/A—19,096-19,096-100%$1.9M———
ArrowMark Colorado Holdings LLC
N/A—19,092-19,092-100%$1.9M———
AQR Capital Management LLC
N/A—18,751-18,751-100%$1.9M———
Proffitt & Goodson Inc
N/A—18,656-18,656-100%$1.9M———
Rothschild Wealth LLC
N/A—18,568-18,568-100%$1.9M———
RIK Saylor Financial, Inc.
N/A—18,526-18,526-100%$1.9M———
Mayflower Financial Advisors, LLC
N/A—17,772-17,772-100%$1.8M———
Authentikos Wealth Advisory, LLC
N/A—17,704-17,704-100%$1.8M———
Fiduciary Financial Advisors
N/A—16,824-16,824-100%$1.7M———
Western Wealth Management, LLC
N/A—16,776-16,776-100%$1.7M———
Mpwm Advisory Solutions, LLC
N/A—16,760-16,760-100%$1.7M———
Principal Securities, Inc.
N/A—16,732-16,732-100%$1.7M———
FCA Corp
N/A—16,273-16,273-100%$1.6M———
Allworth Financial LP
N/A—16,046-16,046-100%$1.6M———
Staley Capital Advisers Inc
N/A—15,970-15,970-100%$1.6M———
Opus Financial Solutions LLC
N/A—15,814-15,814-100%$1.6M———
PFG Investments, LLC
N/A—15,680-15,680-100%$1.6M———
Wealthspire Retirement, LLC
N/A—15,645-15,645-100%$1.6M———
Bedel Financial Consulting, Inc.
N/A—15,520-15,520-100%$1.6M———
Hudson Portfolio Management LLC
N/A—15,173-15,173-100%$1.5M———
Blair William & Co
N/A—14,844-14,844-100%$1.5M———
Precision Wealth Strategies, LLC
N/A—14,337-14,337-100%$1.4M———
Mittelman Wealth Management
N/A—14,334-14,334-100%$1.5M———
SouthState Bank Corp
N/A—13,517-13,517-100%$1.4M———
Security National Bank of Sioux City Iowa
N/A—13,503-13,503-100%$1.4M———
Fort Point Capital Partners LLC
N/A—13,427-13,427-100%$1.4M———
Focus Partners Advisor Solutions, LLC
N/A—13,111-13,111-100%$1.3M———
L & S Advisors Inc
N/A—12,985-12,985-100%$1.3M———
Pathstone Holdings, LLC
N/A—12,062-12,062-100%$1.2M———
10Elms LLP
N/A—11,788-11,788-100%$1.2M———
Three Bridge Wealth Advisors, LLC
N/A—11,527-11,527-100%$1.2M———
M&T Bank Corp
N/A—11,385-11,385-100%$1.1M———
Quantinno Capital Management LP
N/A—11,258-11,258-100%$1.1M———
Aptus Capital Advisors, LLC
N/A—11,237-11,237-100%$1.1M———
Rollins Financial Advisors, LLC
N/A—10,991-10,991-100%$1.1M———
Coppell Advisory Solutions LLC
N/A—10,783-10,783-100%$39.1K———
Mosaic Financial Group, LLC
N/A—10,613-10,613-100%$1.1M———
Magnolia Capital Advisors LLC
N/A—10,538-10,538-100%$1.1M———
BFC Planning, Inc.
N/A—10,448-10,448-100%$1.1M———
Per Stirling Capital Management, Llc.
N/A—9,869-9,869-100%$994.9K———
Allianz SE
N/A—9,838-9,838-100%$991.8K———
Ceeto Capital Group, LLC
N/A—9,000-9,000-100%$907.0K———
West Michigan Advisors, LLC
N/A—8,958-8,958-100%$903.1K———
EP Wealth Advisors, LLC
N/A—8,757-8,757-100%$882.8K———
Heritage Wealth Advisors
N/A—8,660-8,660-100%$873.0K———
WealthCollab, LLC
N/A—8,522-8,522-100%$859.1K———
Access Financial Services, Inc.
N/A—8,314-8,314-100%$838.1K———
Atlanta Consulting Group Advisors, LLC
N/A—8,203-8,203-100%$826.9K———
Simmons Bank
N/A—8,091-8,091-100%$815.7K———
FMR LLC
N/A—8,087-8,087-100%$815.3K———
Ameriprise Financial Inc
N/A—8,063-8,063-100%$812.8K———
Franklin Resources Inc
N/A—8,008-8,008-100%$807.3K———
Laird Norton Wetherby Trust Company, LLC
N/A—7,940-7,940-100%$800.4K———
Redwood Investment Management, LLC
N/A—7,874-7,874-100%$794.0K———
Ameriflex Group, Inc.
N/A—7,706-7,706-100%$776.8K———
Money Concepts Capital Corp
N/A—7,499-7,499-100%$756.0K———
Texas Yale Capital Corp.
N/A—7,475-7,475-100%$753.6K———
Centaurus Financial, Inc.
N/A—7,472-7,472-100%$753.0K———
IEQ Capital, LLC
N/A—7,470-7,470-100%$753.1K———
NewSquare Capital LLC
N/A—7,418-7,418-100%$747.8K———
NewEdge Wealth, LLC
N/A—7,404-7,404-100%$746.4K———
Granite Bay Wealth Management, LLC
N/A—7,274-7,274-100%$733.0K———
Maridea Wealth Management LLC
N/A—7,235-7,235-100%$729.4K———
Wescap Management Group, Inc.
N/A—7,194-7,194-100%$725.2K———
Advyzon Investment Management, LLC
N/A—6,926-6,926-100%$698.2K———
Peak Asset Management, LLC
N/A—6,860-6,860-100%$691.6K———
Element Wealth, LLC
N/A—6,831-6,831-100%$688.6K———
Integrated Investment Consultants, LLC
N/A—6,740-6,740-100%$679.5K———
Smithfield Trust Co
N/A—6,647-6,647-100%$670.0K———
Madison Wealth Partners, Inc
N/A—6,622-6,622-100%$667.6K———
Evergreen Wealth Partners LLC
N/A—6,484-6,484-100%$653.6K———
Intellus Advisors LLC
N/A—6,469-6,469-100%$652.1K———
Bessemer Group Inc
N/A—6,436-6,436-100%$649.0K———
Continuum Advisory, LLC
N/A—6,429-6,429-100%$648.1K———
Valmark Advisers, Inc.
N/A—6,397-6,397-100%$644.9K———
Anchor Investment Management, LLC
N/A—6,350-6,350-100%$640.1K———
Atlantic Union Bankshares Corp
N/A—6,323-6,323-100%$637.4K———
RWA Wealth Partners, LLC
N/A—6,272-6,272-100%$632.3K———
Gambit Capital Management, LLC
N/A—6,197-6,197-100%$624.7K———
Moneta Group Investment Advisors LLC
N/A—6,160-6,160-100%$621.0K———
Prelude Capital Management, LLC
N/A—5,850-5,850-100%$589.7K———
Wealthfront Advisers LLC
N/A—5,754-5,754-100%$580.1K———
Ibex Wealth Advisors
N/A—5,465-5,465-100%$550.9K———
Whittier Trust Co of Nevada Inc
N/A—5,411-5,411-100%$544.0K———
Ancora Advisors LLCA
N/A—5,241-5,241-100%$528.3K———
Red Door Wealth Management, LLC
N/A—5,239-5,239-100%$528.1K———
Marex Group Ltd
N/A—5,000-5,000-100%$504.1K———
Envestnet Portfolio Solutions, Inc.
N/A—4,916-4,916-100%$495.6K———
Basecamp Wealth Advisors LLC
N/A—4,605-4,605-100%$464.2K———
Hexagon Capital Partners LLC
N/A—4,499-4,499-100%$453.5K———
McNamara Financial Services, Inc.
N/A—4,493-4,493-100%$452.9K———
Advisor Resource Council
N/A—4,491-4,491-100%$451.5K———
Stratos Wealth Advisors, LLC
N/A—4,385-4,385-100%$442.1K———
Roble, Belko & Company, Inc
N/A—4,312-4,312-100%$435.0K———
Jaffetilchin Investment Partners, LLC
N/A—4,290-4,290-100%$432.5K———
JT Stratford LLC
N/A—4,256-4,256-100%$429.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—4,174-4,174-100%$420.8K———
Goldman Sachs Group Inc
N/A—4,016-4,016-100%$404.9K———
Legacy Trust
N/A—4,000-4,000-100%$403.2K———
Cardiff Park Advisors, LLC
N/A—3,932-3,932-100%$396.4K———
Insigneo Advisory Services, LLC
N/A—3,900-3,900-100%$393.1K———
Regal Investment Advisors LLC
N/A—3,848-3,848-100%$387.9K———
Parker Financial LLC
N/A—3,813-3,813-100%$384.4K———
National Philanthropic Trust
N/A—3,811-3,811-100%$384.2K———
Canal Capital Management, LLC
N/A—3,740-3,740-100%$377.0K———
Fortis Capital Advisors, LLC
N/A—3,731-3,731-100%$376.1K———
Belpointe Asset Management LLC
N/A—3,731-3,731-100%$376.1K———
Wellington-Altus USA Inc.
N/A—3,639-3,639-100%$366.0K———
Vestmark Advisory Solutions, Inc.
N/A—3,596-3,596-100%$362.6K———
Jefferies Financial Group Inc.
N/A—3,560-3,560-100%$358.9K———
Mmbg Investment Advisors Co.
N/A—3,555-3,555-100%$358.4K———
Marshall Financial Group, LLC
N/A—3,515-3,515-100%$354.4K———
Smith, Moore & Co.
N/A—3,480-3,480-100%$350.8K———
Crabel Capital Management, LLC
N/A—3,381-3,381-100%$340.8K———
Commerce Bank
N/A—3,362-3,362-100%$338.9K———
Capital Group Private Client Services, Inc.
N/A—3,317-3,317-100%$334.4K———
Keystone Financial Group
N/A—3,185-3,185-100%$321.0K———
Zinnia Wealth Advisory, LLC
N/A—3,115-3,115-100%$314.0K———
TRU Independence Asset Management 2, LLC
N/A—3,090-3,090-100%$311.5K———
Hamilton Wealth, LLC
N/A—3,000-3,000-100%$302.4K———
Southeast Asset Advisors, LLC
N/A—2,996-2,996-100%$302.0K———
Ascension Capital Advisors, Inc.
N/A—2,913-2,913-100%$293.7K———
Independent Advisor Alliance
N/A—2,866-2,866-100%$288.9K———
Pasadena Private Wealth, LLC
N/A—2,808-2,808-100%$283.1K———
Strait & Sound Wealth Management LLC
N/A—2,800-2,800-100%$282.3K———
Huntington National Bank
N/A—2,791-2,791-100%$281.4K———
Fi3 Financial Advisors, LLC
N/A—2,687-2,687-100%$454.2K———
Icon Wealth Advisors, LLC
N/A—2,593-2,593-100%$261.4K———
Boston Family Office LLC
N/A—2,560-2,560-100%$258.0K———
Perspective Wealth Advisors LLC
N/A—2,545-2,545-100%$256.6K———
Vident Advisory, LLC
N/A—2,540-2,540-100%$256.1K———
Boothbay Fund Management, LLC
N/A—2,530-2,530-100%$255.0K———
Marble Wealth, LLC
N/A—2,524-2,524-100%$254.4K———
Central Trust Co
N/A—2,510-2,510-100%$253.0K———
Argent Trust Co
N/A—2,501-2,501-100%$252.1K———
B & T Capital Management DBA Alpha Capital Management
N/A—2,450-2,450-100%$247.0K———
Fisher Asset Management, LLC
N/A—2,415-2,415-100%$243.5K———
Investment Advisory Group, LLC
N/A—2,382-2,382-100%$240.1K———
Sovereign Financial Group, Inc.
N/A—2,346-2,346-100%$236.5K———
Atlas Wealth LLC
N/A—2,320-2,320-100%$233.9K———
Foundations Investment Advisors, LLC
N/A—2,270-2,270-100%$228.8K———
RPg Family Wealth Advisory, LLC
N/A—2,247-2,247-100%$226.5K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—2,215-2,215-100%$223.3K———
Zacks Investment Management
N/A—2,187-2,187-100%$220.5K———
Kingsview Wealth Management, LLC
N/A—2,183-2,183-100%$220.1K———
Great Valley Advisor Group, Inc.
N/A—2,134-2,134-100%$215.2K———
Lakeridge Wealth Management LLC
N/A—2,105-2,105-100%$212.2K———
Deutsche Bank Ag\
N/A—2,000-2,000-100%$201.6K———
SHP Wealth Management
N/A—1,996-1,996-100%$201.2K———
IFG Advisory, LLC
N/A—1,707-1,707-100%$172.1K———
Bartlett & Co. Wealth Management LLC
N/A—1,555-1,555-100%$156.8K———
Hollencrest Capital Management
N/A—1,330-1,330-100%$134.1K———
Silver OAK Securities, Incorporated
N/A—1,286-1,286-100%$129.6K———
Crewe Advisors LLC
N/A—1,270-1,270-100%$128.0K———
Matrix Private Capital Group LLC
N/A—1,265-1,265-100%$127.5K———
Synergy Investment Management, LLC
N/A—973-973-100%$98.1K———
Quarry LP
N/A—950-950-100%$95.8K———
Security National Bank of SO DAK
N/A—880-880-100%$88.7K———
Prestige Wealth Management Group LLC
N/A—800-800-100%$80.6K———
Bellevue Asset Management, LLC
N/A—735-735-100%$74.1K———
Smartleaf Asset Management LLC
N/A—688-688-100%$69.3K———
Colonial Trust Co / SC
N/A—645-645-100%$65.0K———
Tidemark, LLC
N/A—645-645-100%$65.0K———
Medallion Wealth Advisors, LLC
N/A—627-627-100%$63.3K———
Evelyn Partners Group Ltd
N/A—580-580-100%$58.5K———
Lummis Asset Management, LP
N/A—541-541-100%$54.5K———
UBS Asset Management Americas LLC
N/A—523-523-100%$52.7K———
Highland Investment Advisors LLC
N/A—512-512-100%$51.6K———
Aventura Private Wealth, LLC
N/A—452-452-100%$45.6K———
Avalon Trust Co
N/A—441-441-100%$44.5K———
Longview Financial Advisors LLC
N/A—410-410-100%$41.3K———
Disciplina Capital Management LLC
N/A—355-355-100%$35.8K———
XP Advisory US, Inc.
N/A—309-309-100%$31.2K———
Richard W. Paul & Associates, LLC
N/A—229-229-100%$23.1K———
Keating Financial Advisory Services, Inc.
N/A—226-226-100%$22.8K———
Morris Financial Concepts, Inc.
N/A—213-213-100%$21.5K———
Private Wealth Asset Management, LLC
N/A—203-203-100%$20.5K———
Institute for Wealth Management, Llc.
N/A—176-176-100%$17.7K———
CVA Family Office, LLC
N/A—153-153-100%$15.4K———
Boyd Watterson Asset Management LLC
N/A—131-131-100%$13.2K———
Bogart Wealth, LLC
N/A—117-117-100%$11.8K———
Front Row Advisors LLC
N/A—100-100-100%$10.1K———
Vanguard Advisers Inc
N/A—88-88-100%$8.8K———
Luminist Capital LLC
N/A—67-67-100%$6.8K———
New England Asset Management Inc
N/A—50-50-100%$5.0K———
Millstone Evans Group, LLC
N/A—24-24-100%$2.4K———
1 North Wealth Services LLC
N/A—18-18-100%$1.8K———
Tower Research Capital LLC (TRC)
N/A—16-16-100%$1.6K———
Caldwell Sutter Capital, Inc.
N/A—16-16-100%$1.6K———
Rothschild Investment LLC
N/A—12-12-100%$1.2K———
Darwin Wealth Management, LLC
N/A—7-7-100%$705———
Cordant, Inc.
N/A—6-6-100%$605———
Financial Gravity Companies, Inc.
N/A—1-1-100%$101———
Russell Investments Group, Ltd.
N/A—00—$3———
Showing 818 of 818 institutions