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Pimco Intermediate Municipal (MUNI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Thrivent Financial for Lutherans
INCREASED
Shares699,260 from 656,614
Change+42,646 (+6%)
Value$34.8K (-$34.5M)
Filed 2026-11-05
MBL Wealth, LLC
INCREASED
Shares551,723 from 505,308
Change+46,415 (+9%)
Value$27.4M (+$835.9K)
Filed 2026-10-22
Larson Financial Group LLC
INCREASED
Shares548,718 from 488,067
Change+60,651 (+12%)
Value$27.3M (+$1.6M)
Filed 2026-11-05
Stonebridge Financial Group, LLC
DECREASED
Shares493,778 from 627,231
Change-133,453 (-21%)
Value$24.5M (-$8.5M)
Filed 2026-10-01
Commonwealth Equity Services, LLC
DECREASED
Shares351,906 from 357,322
Change-5,416 (-2%)
Value$17.5M (-$1.3M)
Filed 2026-11-02
McKinley Carter Wealth Services, Inc.
INCREASED
Shares345,853 from 81,392
Change+264,461 (+325%)
Value$17.2M (+$12.9M)
Filed 2026-10-16
Wealth Alliance Advisory Group, LLC
DECREASED
Shares302,914 from 309,065
Change-6,151 (-2%)
Value$15.1M (-$1.2M)
Filed 2026-10-14
Vise Technologies, Inc.
INCREASED
Shares288,284 from 251,564
Change+36,720 (+15%)
Value$14.3M (+$1.1M)
Filed 2026-10-29
Avantax Planning Partners, Inc.
INCREASED
Shares266,198 from 211,128
Change+55,070 (+26%)
Value$13.2M (+$2.1M)
Filed 2026-11-03
XY Planning Network, Inc.
INCREASED
Shares250,390 from 234,381
Change+16,009 (+7%)
Value$12.4M (+$113.4K)
Filed 2026-10-14
Bailard, Inc.
INCREASED
Shares241,625 from 141,830
Change+99,795 (+70%)
Value$12.0M (+$4.5M)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares233,977 from 241,746
Change-7,769 (-3%)
Value$11.6K (-$12.7M)
Filed 2026-11-02
Truist Financial Corp
DECREASED
Shares229,892 from 255,838
Change-25,946 (-10%)
Value$11.4M (-$2.0M)
Filed 2026-10-30
Altura Wealth Advisors Inc.
INCREASED
Shares229,111 from 156,043
Change+73,068 (+47%)
Value$11.4M (+$3.2M)
Filed 2026-10-22
Abundance Wealth Counselors
NEW
Shares226,953
Change+226,953
Value$11.3M
Filed 2026-10-26
Kestra Advisory Services, LLC
INCREASED
Shares216,538 from 141,063
Change+75,475 (+54%)
Value$10.8M (+$3.3M)
Filed 2026-11-02
Kestra Investment Management, LLC
DECREASED
Shares211,617 from 224,493
Change-12,876 (-6%)
Value$10.5M (-$1.3M)
Filed 2026-11-04
Daymark Wealth Partners, LLC
INCREASED
Shares192,801 from 185,947
Change+6,854 (+4%)
Value$9.6M (-$200.5K)
Filed 2026-11-04
Flagstone Financial Management
DECREASED
Shares172,221 from 187,771
Change-15,550 (-8%)
Value$8.6M (-$1.3M)
Filed 2026-11-05
Morton Brown Family Wealth, LLC
DECREASED
Shares172,191 from 189,849
Change-17,658 (-9%)
Value$8.6M (-$1.4M)
Filed 2026-10-23
Equita Financial Network, Inc.
INCREASED
Shares167,236 from 156,738
Change+10,498 (+7%)
Value$8.3M (+$65.5K)
Filed 2026-10-19
ERn Financial, LLC
INCREASED
Shares146,203 from 138,155
Change+8,048 (+6%)
Value$7.3M (-$2.1K)
Filed 2026-10-28
Vicus Capital
INCREASED
Shares143,202 from 23,482
Change+119,720 (+510%)
Value$7.1M (+$5.9M)
Filed 2026-11-05
Newman Dignan & Sheerar, Inc.
DECREASED
Shares138,869 from 139,301
Change-432 (0%)
Value$6.9M (-$426.8K)
Filed 2026-10-21
Shotwell Rutter Baer Inc
INCREASED
Shares137,992 from 134,830
Change+3,162 (+2%)
Value$6.9M (-$235.2K)
Filed 2026-10-14
Resonant Capital Advisors, LLC
INCREASED
Shares135,377 from 121,560
Change+13,817 (+11%)
Value$6.7M (+$332.8K)
Filed 2026-10-15
Forvis Mazars Wealth Advisors, LLC
INCREASED
Shares135,120 from 77,810
Change+57,310 (+74%)
Value$6.7M (+$2.6M)
Filed 2026-10-13
Genesis Private Wealth, LLC
INCREASED
Shares126,961 from 126,467
Change+494 (+0%)
Value$6.3M (-$343.5K)
Filed 2026-11-02
Goelzer Investment Management, Inc.
DECREASED
Shares125,494 from 126,159
Change-665 (-1%)
Value$6.2M (-$400.2K)
Filed 2026-10-16
Bank of New York Mellon Corp
INCREASED
Shares124,933 from 101,745
Change+23,188 (+23%)
Value$6.2M (+$856.1K)
Filed 2026-11-05
Sagespring Wealth Partners, LLC
DECREASED
Shares124,034 from 162,865
Change-38,831 (-24%)
Value$6.2M (-$2.4M)
Filed 2026-10-22
Certified Advisory Corp
DECREASED
Shares117,391 from 118,536
Change-1,145 (-1%)
Value$5.8M (-$401.9K)
Filed 2026-10-29
XML Financial, LLC
INCREASED
Shares117,325 from 66,797
Change+50,528 (+76%)
Value$5.8M (+$2.3M)
Filed 2026-10-29
Lido Advisors, LLC
INCREASED
Shares111,266 from 108,803
Change+2,463 (+2%)
Value$5.5M (-$194.0K)
Filed 2026-11-04
HB Wealth Management, LLC
NEW
Shares109,669
Change+109,669
Value$5.4M
Filed 2026-10-23
Avant Financial Advisors LLC
DECREASED
Shares106,390 from 133,893
Change-27,503 (-21%)
Value$5.3M (-$1.8M)
Filed 2026-11-02
True North Advisors, LLC
DECREASED
Shares105,699 from 123,925
Change-18,226 (-15%)
Value$5.3M (-$1.3M)
Filed 2026-10-22
Financial Synergies Wealth Advisors, Inc.
DECREASED
Shares101,622 from 113,641
Change-12,019 (-11%)
Value$5.0M (-$927.9K)
Filed 2026-10-16
Fermata Advisors, LLC
DECREASED
Shares98,004 from 102,533
Change-4,529 (-4%)
Value$4.9M (-$523.4K)
Filed 2026-10-13
Hughes Financial Services, LLC
NEW
Shares94,881
Change+94,881
Value$4.8M
Filed 2026-10-30
Creative Planning
DECREASED
Shares87,092 from 127,984
Change-40,892 (-32%)
Value$4.3M (-$2.4M)
Filed 2026-11-02
Legacy Private Trust Co.
DECREASED
Shares87,030 from 136,017
Change-48,987 (-36%)
Value$4.3M (-$2.8M)
Filed 2026-10-06
BCS Wealth Management
DECREASED
Shares84,435 from 92,544
Change-8,109 (-9%)
Value$4.2M (-$672.2K)
Filed 2026-11-03
Clarity Wealth Development LLC
INCREASED
Shares84,263 from 53,358
Change+30,905 (+58%)
Value$4.2M (+$1.4M)
Filed 2026-10-22
Steph & Co
INCREASED
Shares82,113 from 69,826
Change+12,287 (+18%)
Value$4.1M (+$407.3K)
Filed 2026-10-07
Diversified Portfolios, Inc.
INCREASED
Shares78,595 from 53,349
Change+25,246 (+47%)
Value$3.9M (+$1.1M)
Filed 2026-11-04
RFG Advisory, LLC
INCREASED
Shares70,771 from 62,387
Change+8,384 (+13%)
Value$3.5M (+$235.0K)
Filed 2026-11-03
Elyxium Wealth, LLC
DECREASED
Shares70,254 from 136,827
Change-66,573 (-49%)
Value$3.5M (-$3.7M)
Filed 2026-10-27
Gamma Investing LLC
DECREASED
Shares70,140 from 80,039
Change-9,899 (-12%)
Value$3.5M (-$724.8K)
Filed 2026-10-08
Brandywine OAK Private Wealth LLC
DECREASED
Shares69,168 from 70,791
Change-1,623 (-2%)
Value$3.4M (-$286.7K)
Filed 2026-10-23
VestGen Advisors, LLC
DECREASED
Shares68,685 from 68,916
Change-231 (0%)
Value$3.4M (-$212.0K)
Filed 2026-10-27
Aprio Wealth Management, LLC
INCREASED
Shares68,634 from 22,933
Change+45,701 (+199%)
Value$3.4M (+$2.2M)
Filed 2026-10-28
Farther Finance Advisors, LLC
DECREASED
Shares67,033 from 69,180
Change-2,147 (-3%)
Value$3.3M (-$308.0K)
Filed 2026-10-08
Paulson Wealth Management Inc.
INCREASED
Shares66,645 from 64,164
Change+2,481 (+4%)
Value$3.3M (-$63.4K)
Filed 2026-11-02
Mccarter Private Wealth Services LLC
INCREASED
Shares66,389 from 65,507
Change+882 (+1%)
Value$3.3M (-$146.8K)
Filed 2026-10-22
Buck Wealth Strategies, LLC
INCREASED
Shares66,046 from 57,399
Change+8,647 (+15%)
Value$3.3M (+$262.6K)
Filed 2026-10-28
Sterling Investment Advisors, Ltd.
DECREASED
Shares65,100 from 65,700
Change-600 (-1%)
Value$3.2M (-$221.0K)
Filed 2026-10-27
Hanson & Doremus Investment Management
INCREASED
Shares63,867 from 63,541
Change+326 (+1%)
Value$3.2K (-$3.3M)
Filed 2026-10-16
Intrua Financial, LLC
INCREASED
Shares62,434 from 61,085
Change+1,349 (+2%)
Value$3.1M (-$110.7K)
Filed 2026-10-28
Canvas Wealth Advisors, LLC
NEW
Shares60,500
Change+60,500
Value$3.1M
Filed 2026-11-02
Beacon Capital Management, Inc.
UNCHANGED
Shares60,000 from 60,000
Change0 (0%)
Value$3.0M (-$174.6K)
Filed 2026-10-13
Taylor & Morgan Wealth Management, LLC
UNCHANGED
Shares56,332 from 56,332
Change0 (0%)
Value$2.8M (-$163.9K)
Filed 2026-10-09
Manske Wealth Management
INCREASED
Shares56,071 from 53,868
Change+2,203 (+4%)
Value$2.8M (-$47.3K)
Filed 2026-10-26
GGM Financial LLC
DECREASED
Shares56,050 from 58,579
Change-2,529 (-4%)
Value$2.8M (-$296.1K)
Filed 2026-11-05
Entrewealth, LLC
INCREASED
Shares55,937 from 55,936
Change+1 (0%)
Value$2.8M (-$117.4K)
Filed 2026-10-14
Landmark Wealth Management, LLC
DECREASED
Shares54,708 from 60,153
Change-5,445 (-9%)
Value$2.7M (-$445.6K)
Filed 2026-11-03
Koshinski Asset Management, Inc.
INCREASED
Shares54,216 from 53,119
Change+1,097 (+2%)
Value$2.7M (-$100.1K)
Filed 2026-10-29
Certior Financial Group, LLC
DECREASED
Shares50,447 from 51,965
Change-1,518 (-3%)
Value$2.5M (-$226.7K)
Filed 2026-10-19
Elevation Point Wealth Partners, LLC
INCREASED
Shares48,696 from 46,474
Change+2,222 (+5%)
Value$2.4M (-$24.8K)
Filed 2026-11-05
Cedar Point Capital Partners, LLC
INCREASED
Shares46,552 from 45,571
Change+981 (+2%)
Value$2.3M (-$83.9K)
Filed 2026-10-29
Opal Wealth Advisors, LLC
DECREASED
Shares45,713 from 47,529
Change-1,816 (-4%)
Value$2.3M (-$228.5K)
Filed 2026-10-16
Curran Financial Partners, LLC
INCREASED
Shares45,283 from 39,363
Change+5,920 (+15%)
Value$2.3M (+$179.6K)
Filed 2026-11-04
Inspirion Wealth Advisors, LLC
UNCHANGED
Shares45,064 from 45,064
Change0 (0%)
Value$2.2M (-$123.9K)
Filed 2026-10-09
Wealthcare Advisory Partners LLC
INCREASED
Shares44,884 from 4,228
Change+40,656 (+962%)
Value$2.2M (+$2.0M)
Filed 2026-10-21
Triad Wealth Partners, LLC
INCREASED
Shares43,573 from 38,048
Change+5,525 (+15%)
Value$2.2M (+$200.4K)
Filed 2026-10-26
Saxon Interests, Inc.
DECREASED
Shares42,273 from 136,932
Change-94,659 (-69%)
Value$2.1M (-$5.1M)
Filed 2026-10-26
Stokes Capital Advisors, LLC
DECREASED
Shares40,350 from 60,250
Change-19,900 (-33%)
Value$2.0M (-$1.2M)
Filed 2026-10-09
MBE Wealth Management, LLC
INCREASED
Shares38,994 from 37,355
Change+1,639 (+4%)
Value$1.9M (-$27.3K)
Filed 2026-10-26
Patten Group, Inc.
DECREASED
Shares37,771 from 39,168
Change-1,397 (-4%)
Value$1.9M (-$183.4K)
Filed 2026-10-26
Financial Planning Navigators Corp
INCREASED
Shares37,128 from 36,905
Change+223 (+1%)
Value$1.8M (-$96.3K)
Filed 2026-10-14
Carrera Capital Advisors
INCREASED
Shares36,969 from 32,183
Change+4,786 (+15%)
Value$1.8M (+$144.2K)
Filed 2026-11-03
Sierra Ocean, LLC
NEW
Shares36,145
Change+36,145
Value$1.8M
Filed 2026-11-03
Fortitude Financial, LLC
INCREASED
Shares34,659 from 26,460
Change+8,199 (+31%)
Value$1.7M (+$330.4K)
Filed 2026-10-19
Flagship Private Wealth, LLC
DECREASED
Shares34,611 from 38,319
Change-3,708 (-10%)
Value$1.7M (-$295.8K)
Filed 2026-11-05
W.H. Cornerstone Investments Inc.
INCREASED
Shares33,748 from 28,288
Change+5,460 (+19%)
Value$1.7M (+$189.0K)
Filed 2026-11-03
Onyx Bridge Wealth Group LLC
DECREASED
Shares33,287 from 49,883
Change-16,596 (-33%)
Value$1.7M (-$969.8K)
Filed 2026-10-16
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares33,132 from 37,678
Change-4,546 (-12%)
Value$1.6M (-$335.5K)
Filed 2026-10-07
YHB Investment Advisors, Inc.
INCREASED
Shares32,513 from 25,240
Change+7,273 (+29%)
Value$1.6M (+$287.9K)
Filed 2026-10-08
Precedent Wealth Partners, LLC
NEW
Shares31,345
Change+31,345
Value$1.6M
Filed 2026-10-21
Visionary Wealth Advisors
DECREASED
Shares31,205 from 40,795
Change-9,590 (-24%)
Value$1.6M (-$595.2K)
Filed 2026-11-04
Higgins & Schmidt Wealth Strategies LLC
DECREASED
Shares30,167 from 50,651
Change-20,484 (-40%)
Value$1.5M (-$1.2M)
Filed 2026-10-26
Apella Capital, LLC
INCREASED
Shares29,752 from 24,569
Change+5,183 (+21%)
Value$1.5M (+$188.2K)
Filed 2026-10-08
Cornerstone Wealth Management, LLC
INCREASED
Shares29,716 from 29,661
Change+55 (+0%)
Value$1.5M (-$83.6K)
Filed 2026-11-04
Kuhn & Co Investment Counsel
UNCHANGED
Shares29,675 from 29,675
Change0 (0%)
Value$1.5M (-$86.4K)
Filed 2026-10-29
Private Trust Co NA
DECREASED
Shares29,480 from 30,755
Change-1,275 (-4%)
Value$1.5M (-$152.9K)
Filed 2026-10-20
Fifth Third Bancorp
INCREASED
Shares29,409 from 19,750
Change+9,659 (+49%)
Value$1.5M (+$422.5K)
Filed 2026-11-05
Westside Investment Management, Inc.
DECREASED
Shares29,242 from 29,292
Change-50 (0%)
Value$1.5M (-$87.7K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares28,173 from 27,975
Change+198 (+1%)
Value$1.4M (-$71.6K)
Filed 2026-10-16
Vaquero Private Wealth, LTD
DECREASED
Shares27,550 from 37,550
Change-10,000 (-27%)
Value$1.4M (-$606.2K)
Filed 2026-10-27
Aviance Capital Partners, LLC
INCREASED
Shares27,393 from 26,752
Change+641 (+2%)
Value$1.4M (-$46.0K)
Filed 2026-10-29
Grimes & Co Wealth Management, LLC
INCREASED
Shares27,113 from 24,024
Change+3,089 (+13%)
Value$1.3M (+$83.6K)
Filed 2026-10-29
Steel Grove Capital Advisors, LLC
NEW
Shares26,083
Change+26,083
Value$1.3M
Filed 2026-10-13
Breakwater Capital Group
DECREASED
Shares25,868 from 39,868
Change-14,000 (-35%)
Value$1.3M (-$811.7K)
Filed 2026-10-09
APS Management Group, Inc.
INCREASED
Shares25,247 from 24,296
Change+951 (+4%)
Value$1.3M (-$23.4K)
Filed 2026-10-14
Ascentis Independent Advisors
NEW
Shares24,122
Change+24,122
Value$1.2M
Filed 2026-11-03
BAM Wealth Management, LLC
DECREASED
Shares23,790 from 29,765
Change-5,975 (-20%)
Value$1.2M (-$383.5K)
Filed 2026-10-15
LiftPoint Family Wealth Advisors LLC
DECREASED
Shares23,571 from 33,888
Change-10,317 (-30%)
Value$1.2M (-$611.3K)
Filed 2026-11-03
Rockport Wealth LLC
DECREASED
Shares23,223 from 23,476
Change-253 (-1%)
Value$1.2M (-$80.9K)
Filed 2026-11-03
McAdam, LLC
DECREASED
Shares23,034 from 27,208
Change-4,174 (-15%)
Value$1.1M (-$286.6K)
Filed 2026-10-21
Smith Thornton Advisors LLC
DECREASED
Shares22,656 from 22,888
Change-232 (-1%)
Value$1.1M (-$70.4K)
Filed 2026-10-16
Signature Estate & Investment Advisors LLC
INCREASED
Shares21,822 from 20,297
Change+1,525 (+8%)
Value$1.1M (+$16.7K)
Filed 2026-10-13
Signet Investment Advisory Group, Inc.
INCREASED
Shares21,650 from 20,900
Change+750 (+4%)
Value$1.1M (-$23.6K)
Filed 2026-10-30
Cullen T Bankers, Inc.
INCREASED
Shares20,538 from 20,368
Change+170 (+1%)
Value$1.0M (-$50.8K)
Filed 2026-10-28
Hobart Private Capital, LLC
DECREASED
Shares20,453 from 22,515
Change-2,062 (-9%)
Value$1.0M (-$168.0K)
Filed 2026-10-19
Stevens Capital Partners
NEW
Shares20,375
Change+20,375
Value$1.0M
Filed 2026-10-29
Midwest Financial Group LLC
INCREASED
Shares20,250 from 19,011
Change+1,239 (+7%)
Value$1.0M (+$6.2K)
Filed 2026-10-15
Freedom Financial Partners LLC
DECREASED
Shares19,940 from 21,387
Change-1,447 (-7%)
Value$990.8K (-$134.1K)
Filed 2026-10-19
Summit Financial Consulting LLC
INCREASED
Shares19,910 from 18,780
Change+1,130 (+6%)
Value$989.3K (+$1.5K)
Filed 2026-10-15
Avestar Capital, LLC
INCREASED
Shares19,814 from 11,633
Change+8,181 (+70%)
Value$984.6K (+$372.7K)
Filed 2026-10-28
Sprinkle Financial Consultants LLC
NEW
Shares19,810
Change+19,810
Value$984.4K
Filed 2026-10-09
CFS Investment Advisory Services, LLC
DECREASED
Shares19,159 from 22,106
Change-2,947 (-13%)
Value$953.4K (-$206.8K)
Filed 2026-10-19
Sigma Planning Corp
INCREASED
Shares19,045 from 12,920
Change+6,125 (+47%)
Value$946.4K (+$266.7K)
Filed 2026-10-23
Axxcess Wealth Management, LLC
DECREASED
Shares18,787 from 39,262
Change-20,475 (-52%)
Value$933.5K (-$1.1M)
Filed 2026-10-21
Focus Financial Network, Inc.
INCREASED
Shares18,365 from 18,303
Change+62 (+0%)
Value$912.5K (-$50.2K)
Filed 2026-10-14
Copper Harbor Investment Advisors, LLC
NEW
Shares17,980
Change+17,980
Value$893.4K
Filed 2026-10-16
Kooman & Associates
DECREASED
Shares17,911 from 19,376
Change-1,465 (-8%)
Value$890.0K (-$129.2K)
Filed 2026-10-21
Revisor Wealth Management LLC
DECREASED
Shares17,641 from 18,677
Change-1,036 (-6%)
Value$889.3K (-$93.1K)
Filed 2026-10-20
Brady Martz Wealth Solutions, LLC
DECREASED
Shares17,552 from 17,643
Change-91 (-1%)
Value$872.1K (-$55.9K)
Filed 2026-11-05
TSG Advice Partners, LLC
NEW
Shares17,282
Change+17,282
Value$909.0K
Filed 2026-10-29
WBH Advisory Inc
DECREASED
Shares16,999 from 35,511
Change-18,512 (-52%)
Value$844.7K (-$1.0M)
Filed 2026-11-05
SeaCrest Wealth Management, LLC
DECREASED
Shares16,584 from 23,675
Change-7,091 (-30%)
Value$824.0K (-$421.3K)
Filed 2026-10-21
Fragasso Financial Advisors Inc
UNCHANGED
Shares16,462 from 16,462
Change0 (0%)
Value$819.6K (-$46.3K)
Filed 2026-10-13
StoneX Group Inc.
INCREASED
Shares16,378 from 4,763
Change+11,615 (+244%)
Value$813.8K (+$563.3K)
Filed 2026-11-03
Catalyst Investment Management LLC
NEW
Shares16,282
Change+16,282
Value$809.0K
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares16,218 from 20,615
Change-4,397 (-21%)
Value$804.2K (-$273.9K)
Filed 2026-10-13
Kings Path Partners LLC
DECREASED
Shares15,972 from 17,406
Change-1,434 (-8%)
Value$793.6K (-$121.9K)
Filed 2026-10-21
Redhawk Wealth Advisors, Inc.
INCREASED
Shares15,919 from 8,859
Change+7,060 (+80%)
Value$791.0K (+$325.0K)
Filed 2026-10-14
Williams & Novak Wealth Management, LLC
DECREASED
Shares15,300 from 33,315
Change-18,015 (-54%)
Value$760.3K (-$992.1K)
Filed 2026-10-09
Financial Discovery Group Inc
UNCHANGED
Shares14,888 from 14,888
Change0 (0%)
Value$739.8K (-$43.3K)
Filed 2026-11-03
PFG Advisors
INCREASED
Shares14,226 from 14,178
Change+48 (+0%)
Value$706.9K (-$38.8K)
Filed 2026-10-16
Partners Wealth Management, LLC
NEW
Shares14,133
Change+14,133
Value$702.3K
Filed 2026-10-28
Mallini Complete Financial Planning LLC
UNCHANGED
Shares14,100 from 14,100
Change0 (0%)
Value$700.6K (-$41.0K)
Filed 2026-10-06
Destiny Wealth Partners, LLC
INCREASED
Shares13,643 from 10,527
Change+3,116 (+30%)
Value$698.1K (+$153.3K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
DECREASED
Shares13,341 from 16,576
Change-3,235 (-20%)
Value$662.9K (-$208.9K)
Filed 2026-10-30
Main Line Retirement Advisors, LLC
INCREASED
Shares13,303 from 13,248
Change+55 (+0%)
Value$661.0K (-$35.8K)
Filed 2026-10-14
Friday Financial
INCREASED
Shares13,270 from 12,474
Change+796 (+6%)
Value$660.7K (+$7.3K)
Filed 2026-10-09
Peak Wealth Management LLC
NEW
Shares13,185
Change+13,185
Value$664.7K
Filed 2026-10-26
Gilman Hill Asset Management, LLC
DECREASED
Shares13,031 from 16,031
Change-3,000 (-19%)
Value$647.5K (-$195.7K)
Filed 2026-10-13
Syverson Strege & Co
DECREASED
Shares12,905 from 14,177
Change-1,272 (-9%)
Value$641.2K (-$104.5K)
Filed 2026-11-02
Howard Wealth Management, LLC
INCREASED
Shares12,848 from 12,518
Change+330 (+3%)
Value$638.4K (-$20.0K)
Filed 2026-10-28
Avaii Wealth Management, LLC
DECREASED
Shares12,818 from 12,859
Change-41 (0%)
Value$637.5K (-$38.9K)
Filed 2026-10-09
LifeGoal Investments, LLC
DECREASED
Shares12,171 from 24,473
Change-12,302 (-50%)
Value$604.8K (-$682.5K)
Filed 2026-10-09
Davenport & Co LLC
UNCHANGED
Shares11,950 from 11,950
Change0 (0%)
Value$593.8K (-$34.8K)
Filed 2026-10-14
Dynamic Advisor Solutions LLC
DECREASED
Shares11,804 from 12,575
Change-771 (-6%)
Value$586.6K (-$74.9K)
Filed 2026-10-13
National Wealth Management Group, LLC
INCREASED
Shares11,749 from 8,842
Change+2,907 (+33%)
Value$583.8K (+$118.7K)
Filed 2026-10-26
Objective Capital Management, LLC
DECREASED
Shares11,747 from 18,673
Change-6,926 (-37%)
Value$583.7K (-$398.5K)
Filed 2026-10-13
Kendall Capital Management
UNCHANGED
Shares11,600 from 11,600
Change0 (0%)
Value$576.4K (-$33.8K)
Filed 2026-10-23
Rockland Trust Co
INCREASED
Shares11,484 from 7,484
Change+4,000 (+53%)
Value$570.6K (+$177.0K)
Filed 2026-10-05
Perigon Wealth Management, LLC
DECREASED
Shares11,364 from 11,786
Change-422 (-4%)
Value$564.7K (-$55.3K)
Filed 2026-10-22
Financial Designs Corp
UNCHANGED
Shares11,361 from 11,361
Change0 (0%)
Value$564.5K (-$33.1K)
Filed 2026-10-09
Kingswood Wealth Advisors, LLC
INCREASED
Shares10,926 from 4,200
Change+6,726 (+160%)
Value$542.9K (+$322.0K)
Filed 2026-10-23
Avidian Wealth Enterprises, LLC
NEW
Shares10,832
Change+10,832
Value$538.2K
Filed 2026-10-08
Reap Financial Group, LLC
INCREASED
Shares10,739 from 9,397
Change+1,342 (+14%)
Value$533.6K (+$39.3K)
Filed 2026-11-02
Carolina Wealth Management Inc
DECREASED
Shares10,696 from 31,684
Change-20,988 (-66%)
Value$531.5K (-$1.1M)
Filed 2026-10-29
Transcendent Capital Group LLC
DECREASED
Shares10,682 from 15,891
Change-5,209 (-33%)
Value$530.8K (-$305.1K)
Filed 2026-10-28
Princeton Global Asset Management LLC
DECREASED
Shares10,424 from 15,723
Change-5,299 (-34%)
Value$518.0K (-$309.1K)
Filed 2026-10-21
Lineweaver Wealth Advisors, LLC
INCREASED
Shares10,340 from 7,886
Change+2,454 (+31%)
Value$513.8K (+$99.0K)
Filed 2026-10-13
Prospera Financial Services Inc
INCREASED
Shares10,037 from 9,052
Change+985 (+11%)
Value$514.2K (+$38.1K)
Filed 2026-11-04
Montag A & Associates Inc
INCREASED
Shares9,725 from 4,125
Change+5,600 (+136%)
Value$483.2K (+$266.3K)
Filed 2026-10-29
Jeter Robert S II
INCREASED
Shares9,478 from 8,674
Change+804 (+9%)
Value$474.0K (+$20.3K)
Filed 2026-10-16
Biltmore Wealth Management, LLC
INCREASED
Shares8,640 from 8,599
Change+41 (+0%)
Value$429.3K (-$23.0K)
Filed 2026-10-09
First Affirmative Financial Network
NEW
Shares8,412
Change+8,412
Value$418.0K
Filed 2026-10-21
Christensen, King & Associates Investment Services, Inc.
UNCHANGED
Shares8,370 from 8,370
Change0 (0%)
Value$415.9K (-$24.4K)
Filed 2026-10-22
Valley National Advisers Inc
INCREASED
Shares7,757 from 7,400
Change+357 (+5%)
Value$385.4K (-$3.8K)
Filed 2026-10-23
M Holdings Securities, Inc.
NEW
Shares7,705
Change+7,705
Value$383
Filed 2026-11-03
Signal Advisors Wealth, LLC
NEW
Shares7,694
Change+7,694
Value$382.3K
Filed 2026-10-13
Cora Capital Advisors LLC
DECREASED
Shares7,665 from 10,701
Change-3,036 (-28%)
Value$380.9K (-$182.0K)
Filed 2026-11-02
Clear Creek Financial Management, LLC
DECREASED
Shares7,540 from 7,767
Change-227 (-3%)
Value$374.7K (-$33.9K)
Filed 2026-10-28
Archford Capital Strategies, LLC
UNCHANGED
Shares7,482 from 7,482
Change0 (0%)
Value$371.8K (-$21.8K)
Filed 2026-10-19
1900 Wealth Management LLC
UNCHANGED
Shares7,430 from 7,430
Change0 (0%)
Value$369.2K (-$21.6K)
Filed 2026-10-13
SteelPeak Wealth, LLC
UNCHANGED
Shares7,400 from 7,400
Change0 (0%)
Value$367.7K (-$21.5K)
Filed 2026-10-16
Gradient Investments LLC
DECREASED
Shares7,069 from 9,338
Change-2,269 (-24%)
Value$351.3K (-$139.9K)
Filed 2026-10-08
Veracity Capital LLC
NEW
Shares7,060
Change+7,060
Value$350.8K
Filed 2026-10-08
D.A. Davidson & Co.
INCREASED
Shares6,971 from 6,921
Change+50 (+1%)
Value$346.4K (-$17.7K)
Filed 2026-10-28
Founders Financial Securities LLC
NEW
Shares6,944
Change+6,944
Value$345.0K
Filed 2026-10-28
BIP Wealth, LLC
INCREASED
Shares6,874 from 6,862
Change+12 (+0%)
Value$341.6K (-$19.4K)
Filed 2026-10-22
Ashton Thomas Private Wealth, LLC
DECREASED
Shares6,686 from 7,026
Change-340 (-5%)
Value$332.2K (-$37.3K)
Filed 2026-11-03
Professional Financial Advisors, LLC
INCREASED
Shares6,674 from 5,724
Change+950 (+17%)
Value$331.6K (+$30.6K)
Filed 2026-10-13
Balefire, LLC
INCREASED
Shares6,648 from 5,209
Change+1,439 (+28%)
Value$330.3K (+$56.3K)
Filed 2026-10-09
Bright Financial Advisors, Inc.
INCREASED
Shares6,568 from 5,130
Change+1,438 (+28%)
Value$326.4K (+$56.5K)
Filed 2026-10-23
Citigroup Inc
INCREASED
Shares6,500 from 1,000
Change+5,500 (+550%)
Value$323.0K (+$270.4K)
Filed 2026-11-04
Private Wealth Group, LLC
DECREASED
Shares6,491 from 6,569
Change-78 (-1%)
Value$322.5K (-$23.0K)
Filed 2026-10-19
Advisor OS, LLC
INCREASED
Shares6,461 from 6,314
Change+147 (+2%)
Value$321.1K (-$11.1K)
Filed 2026-11-03
Walleye Partners, LLC
INCREASED
Shares6,371 from 5,391
Change+980 (+18%)
Value$316.6K (+$33.0K)
Filed 2026-10-13
NWF Advisory Services Inc.
INCREASED
Shares6,317 from 6,077
Change+240 (+4%)
Value$313.9K (-$5.7K)
Filed 2026-10-19
Burford Brothers, Inc.
UNCHANGED
Shares6,149 from 6,149
Change0 (0%)
Value$305.5K (-$17.9K)
Filed 2026-10-21
Worth Asset Management, LLC
UNCHANGED
Shares5,960 from 5,960
Change0 (0%)
Value$296.2K (-$17.3K)
Filed 2026-10-07
HBW Advisory Services LLC
DECREASED
Shares5,943 from 30,106
Change-24,163 (-80%)
Value$295.3K (-$1.3M)
Filed 2026-10-15
Hutchens & Kramer Investment Management Group, LLC
INCREASED
Shares5,902 from 5,583
Change+319 (+6%)
Value$293.3K (-$396)
Filed 2026-10-16
Robinson Smith Wealth Advisors LLC
INCREASED
Shares5,842 from 5,803
Change+39 (+1%)
Value$290.3K (-$15.0K)
Filed 2026-10-22
Altfest L J & Co Inc
UNCHANGED
Shares5,810 from 5,810
Change0 (0%)
Value$288.7K (-$16.9K)
Filed 2026-10-27
Clear Point Advisors Inc.
INCREASED
Shares5,736 from 5,689
Change+47 (+1%)
Value$285.0K (-$14.2K)
Filed 2026-10-30
Clark Asset Management, LLC
UNCHANGED
Shares5,679 from 5,679
Change0 (0%)
Value$282.2K (-$16.5K)
Filed 2026-10-19
Symmetry Partners, LLC
NEW
Shares5,629
Change+5,629
Value$279.7K
Filed 2026-10-27
Commonwealth Retirement Investments LLC
UNCHANGED
Shares5,500 from 5,500
Change0 (0%)
Value$273.3K (-$16.0K)
Filed 2026-10-26
Milestone Asset Management, LLC
INCREASED
Shares5,396 from 5,372
Change+24 (+0%)
Value$268.1K (-$14.4K)
Filed 2026-10-15
Provenance Wealth Advisors, LLC
UNCHANGED
Shares5,366 from 5,366
Change0 (0%)
Value$266.6K (-$15.6K)
Filed 2026-10-30
Powers Advisory Group, LLC
INCREASED
Shares5,232 from 5,200
Change+32 (+1%)
Value$260.0K (-$13.5K)
Filed 2026-10-14
SAX Wealth Advisors, LLC
NEW
Shares5,231
Change+5,231
Value$259.9K
Filed 2026-10-13
PUREfi Wealth, LLC
DECREASED
Shares5,185 from 8,461
Change-3,276 (-39%)
Value$257.6K (-$187.4K)
Filed 2026-10-19
Cambridge Capital Management, LLC
DECREASED
Shares5,108 from 8,516
Change-3,408 (-40%)
Value$253.8K (-$194.1K)
Filed 2026-10-19
Stablepoint Partners, LLC
INCREASED
Shares4,949 from 4,400
Change+549 (+12%)
Value$245.9K (+$14.5K)
Filed 2026-11-03
L.K. Benson & Company, P.C.
INCREASED
Shares4,870 from 4,830
Change+40 (+1%)
Value$242.0K (-$12.1K)
Filed 2026-10-23
Goldstein Advisors, LLC
INCREASED
Shares4,851 from 4,735
Change+116 (+2%)
Value$241.0K (-$8.0K)
Filed 2026-10-15
Cyndeo Wealth Partners, LLC
DECREASED
Shares4,686 from 5,250
Change-564 (-11%)
Value$232.9K (-$43.3K)
Filed 2026-10-16
DecisionMap Wealth Management, LLC
DECREASED
Shares4,628 from 4,829
Change-201 (-4%)
Value$230.0K (-$24.0K)
Filed 2026-10-29
Key FInancial Inc
UNCHANGED
Shares4,579 from 4,579
Change0 (0%)
Value$227.5K (-$13.3K)
Filed 2026-11-02
DeLarme Wealth Management, Inc.
INCREASED
Shares4,547 from 4,074
Change+473 (+12%)
Value$225.9K (+$11.6K)
Filed 2026-10-30
Cadent Capital Advisors, LLC
INCREASED
Shares4,491 from 4,490
Change+1 (+0%)
Value$223.2K (-$13.0K)
Filed 2026-10-09
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED
Shares4,255 from 3,845
Change+410 (+11%)
Value$211.4K (+$9.1K)
Filed 2026-10-15
Root Financial Partners, LLC
NEW
Shares4,217
Change+4,217
Value$209.5K
Filed 2026-10-21
Trust Point Inc.
UNCHANGED
Shares4,149 from 4,149
Change0 (0%)
Value$206.2K (-$12.1K)
Filed 2026-10-27
Oarsman Capital, Inc.
UNCHANGED
Shares4,149 from 4,149
Change0 (0%)
Value$206.2K (-$12.1K)
Filed 2026-11-05
Trek Financial, LLC
NEW
Shares4,061
Change+4,061
Value$201.8K
Filed 2026-10-29
IMG Wealth Management, Inc.
DECREASED
Shares3,903 from 4,665
Change-762 (-16%)
Value$193.9K (-$51.4K)
Filed 2026-10-27
First Community Trust NA
NEW
Shares3,669
Change+3,669
Value$182.3K
Filed 2026-10-07
IFP Advisors, Inc
INCREASED
Shares3,381 from 2,949
Change+432 (+15%)
Value$168.0K (+$12.9K)
Filed 2026-10-16
Triumph Capital Management
UNCHANGED
Shares2,750 from 2,750
Change0 (0%)
Value$136.6K (-$8.0K)
Filed 2026-10-14
Latitude Advisors, LLC
NEW
Shares2,130
Change+2,130
Value$105.8K
Filed 2026-10-27
Lodestone Wealth Management LLC
INCREASED
Shares1,953 from 1,937
Change+16 (+1%)
Value$97.0K (-$4.8K)
Filed 2026-10-14
Evolution Wealth Management Inc.
UNCHANGED
Shares1,879 from 1,879
Change0 (0%)
Value$93.4K (-$5.5K)
Filed 2026-10-28
Meriwether Wealth & Planning, LLC
NEW
Shares1,875
Change+1,875
Value$93.2K
Filed 2026-10-13
Key Capital Management, Inc
INCREASED
Shares1,240 from 285
Change+955 (+335%)
Value$61.6K (+$46.6K)
Filed 2026-11-03
Farmers & Merchants Investments Inc
DECREASED
Shares1,213 from 2,768
Change-1,555 (-56%)
Value$60.3K (-$85.3K)
Filed 2026-10-22
Nemes Rush Group LLC
NEW
Shares1,155
Change+1,155
Value$57.4K
Filed 2026-11-04
Balance Wealth Partners LLC
DECREASED
Shares776 from 8,815
Change-8,039 (-91%)
Value$38.6K (-$425.1K)
Filed 2026-10-27
EverSource Wealth Advisors, LLC
INCREASED
Shares710 from 571
Change+139 (+24%)
Value$35.3K (+$5.3K)
Filed 2026-11-04
Hilton Head Capital Partners, LLC
UNCHANGED
Shares675 from 675
Change0 (0%)
Value$33.5K (-$2.0K)
Filed 2026-10-23
First Bancorp, Inc
UNCHANGED
Shares599 from 599
Change0 (0%)
Value$29.8K (-$1.7K)
Filed 2026-10-26
Physician Wealth Advisors, Inc.
INCREASED
Shares345 from 277
Change+68 (+25%)
Value$17.2K (+$2.6K)
Filed 2026-10-20
Golden State Wealth Management, LLC
INCREASED
Shares341 from 338
Change+3 (+1%)
Value$17.0K (-$845)
Filed 2026-11-02
Dhjj Financial Advisors, Ltd.
DECREASED
Shares300 from 302
Change-2 (-1%)
Value$14.9K (-$979)
Filed 2026-10-23
Holos Integrated Wealth LLC
UNCHANGED
Shares244 from 244
Change0 (0%)
Value$12.3K (-$488)
Filed 2026-10-23
Capital Investment Advisory Services, LLC
INCREASED
Shares233 from 231
Change+2 (+1%)
Value$11.6K (-$577)
Filed 2026-10-30
Trust Co
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$5.6K (-$327)
Filed 2026-10-09
Assetmark, Inc
DECREASED
Shares89 from 18,730
Change-18,641 (-100%)
Value$4.4K (-$980.8K)
Filed 2026-10-21
Rosenberg Matthew Hamilton
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$2.0K (-$118)
Filed 2026-10-05
Benchmark Financial Wealth Advisors, LLC
CLOSED
Shares0 from 208,454
Change-208,454 (-100%)
Value$0 (-$11.0M)
Filed 2026-10-20
Econ Financial Services Corp
CLOSED
Shares0 from 54,769
Change-54,769 (-100%)
Value$0 (-$2.9M)
Filed 2026-10-19
SFG Wealth Management, Llc.
CLOSED
Shares0 from 16,457
Change-16,457 (-100%)
Value$0 (-$865.6K)
Filed 2026-10-23
Mission Wealth Management, LP
CLOSED
Shares0 from 15,401
Change-15,401 (-100%)
Value$0 (-$810.1K)
Filed 2026-10-15
AdvisorNet Financial, Inc
CLOSED
Shares0 from 7,364
Change-7,364 (-100%)
Value$0 (-$387.4K)
Filed 2026-10-15
Bond & Devick Financial Network, Inc.
CLOSED
Shares0 from 5,844
Change-5,844 (-100%)
Value$0 (-$307.4K)
Filed 2026-10-23
Romano Brothers and Company
CLOSED
Shares0 from 4,300
Change-4,300 (-100%)
Value$0 (-$226.2K)
Filed 2026-10-22
Security Financial Services, Inc.
CLOSED
Shares0 from 4,166
Change-4,166 (-100%)
Value$0 (-$219.1K)
Filed 2026-10-29
Prime Capital Investment Advisors, LLC
CLOSED
Shares0 from 3,947
Change-3,947 (-100%)
Value$0 (-$207.6K)
Filed 2026-10-20
Flagship Harbor Advisors, LLC
CLOSED
Shares0 from 3,916
Change-3,916 (-100%)
Value$0 (-$206.0K)
Filed 2026-10-26
Kathmere Capital Management, LLC
CLOSED
Shares0 from 3,878
Change-3,878 (-100%)
Value$0 (-$204.0K)
Filed 2026-10-20
HUB Investment Partners, LLC
CLOSED
Shares0 from 3,868
Change-3,868 (-100%)
Value$0 (-$203.5K)
Filed 2026-11-03
Occidental Asset Management, LLC
CLOSED
Shares0 from 3,846
Change-3,846 (-100%)
Value$0 (-$202.3K)
Filed 2026-11-05
MCF Advisors LLC
CLOSED
Shares0 from 3,161
Change-3,161 (-100%)
Value$0 (-$166.3K)
Filed 2026-10-28
Robinswood Financial LLC
CLOSED
Shares0 from 3,137
Change-3,137 (-100%)
Value$0 (-$165.0K)
Filed 2026-10-20
Beacon Investment Advisory Services, Inc.
CLOSED
Shares0 from 825
Change-825 (-100%)
Value$0 (-$43.4K)
Filed 2026-10-13
Parallel Advisors, LLC
CLOSED
Shares0 from 22
Change-22 (-100%)
Value$0 (-$1.2K)
Filed 2026-11-03
Bank of America Corp
N/A
Shares— from 4,139,216
Change-4,139,216 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,730,649
Change-3,730,649 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,814,890
Change-2,814,890 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 2,501,521
Change-2,501,521 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 1,359,631
Change-1,359,631 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,122,733
Change-1,122,733 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 936,242
Change-936,242 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 897,484
Change-897,484 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 852,784
Change-852,784 (-100%)
Value—
UBS Group AG
N/A
Shares— from 762,036
Change-762,036 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 699,037
Change-699,037 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 595,078
Change-595,078 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 571,901
Change-571,901 (-100%)
Value—
Dynasty Wealth Management, LLC
N/A
Shares— from 546,689
Change-546,689 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 493,632
Change-493,632 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 455,347
Change-455,347 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 417,321
Change-417,321 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 412,967
Change-412,967 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 382,659
Change-382,659 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 375,367
Change-375,367 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 374,302
Change-374,302 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 354,230
Change-354,230 (-100%)
Value—
PW Advisors, LLC \ FL
N/A
Shares— from 317,618
Change-317,618 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 297,598
Change-297,598 (-100%)
Value—
Austin Wealth Management, LLC
N/A
Shares— from 231,539
Change-231,539 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 226,889
Change-226,889 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 214,694
Change-214,694 (-100%)
Value—
Crestmont Private Wealth LLC
N/A
Shares— from 212,399
Change-212,399 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 206,167
Change-206,167 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 204,816
Change-204,816 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 191,515
Change-191,515 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 169,014
Change-169,014 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 166,954
Change-166,954 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 166,336
Change-166,336 (-100%)
Value—
Smith Partners Wealth Management, LLC
N/A
Shares— from 159,128
Change-159,128 (-100%)
Value—
McNamara Financial Services, Inc.
N/A
Shares— from 158,731
Change-158,731 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 152,071
Change-152,071 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 147,442
Change-147,442 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 146,940
Change-146,940 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 140,400
Change-140,400 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 140,050
Change-140,050 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 133,073
Change-133,073 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 132,496
Change-132,496 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 130,139
Change-130,139 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 116,503
Change-116,503 (-100%)
Value—
Paces Ferry Wealth Advisors, LLC
N/A
Shares— from 114,350
Change-114,350 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 111,956
Change-111,956 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 106,570
Change-106,570 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 103,366
Change-103,366 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 100,890
Change-100,890 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 98,235
Change-98,235 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 96,977
Change-96,977 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 92,580
Change-92,580 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 91,059
Change-91,059 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 89,054
Change-89,054 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 86,871
Change-86,871 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 76,940
Change-76,940 (-100%)
Value—
Keyvantage Wealth, LLC
N/A
Shares— from 74,241
Change-74,241 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 72,805
Change-72,805 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 72,541
Change-72,541 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 71,991
Change-71,991 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 70,937
Change-70,937 (-100%)
Value—
PAX Financial Group, LLC
N/A
Shares— from 70,788
Change-70,788 (-100%)
Value—
Uniting Wealth Partners, LLC
N/A
Shares— from 70,249
Change-70,249 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 70,097
Change-70,097 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 67,833
Change-67,833 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 66,680
Change-66,680 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 65,075
Change-65,075 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 64,370
Change-64,370 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 63,345
Change-63,345 (-100%)
Value—
Sand Hill Global Advisors, LLC
N/A
Shares— from 62,339
Change-62,339 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 62,137
Change-62,137 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 60,895
Change-60,895 (-100%)
Value—
Bridge Generations Wealth Management LLC
N/A
Shares— from 59,878
Change-59,878 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 58,859
Change-58,859 (-100%)
Value—
Cercano Management LLC
N/A
Shares— from 57,919
Change-57,919 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 55,992
Change-55,992 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 54,706
Change-54,706 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 52,468
Change-52,468 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 52,023
Change-52,023 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 51,719
Change-51,719 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 51,400
Change-51,400 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 50,742
Change-50,742 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 50,011
Change-50,011 (-100%)
Value—
Viawealth, LLC
N/A
Shares— from 49,835
Change-49,835 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 47,365
Change-47,365 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 46,698
Change-46,698 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 45,498
Change-45,498 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 43,432
Change-43,432 (-100%)
Value—
IAM Advisory, LLC
N/A
Shares— from 42,617
Change-42,617 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 41,227
Change-41,227 (-100%)
Value—
Staley Capital Advisers Inc
N/A
Shares— from 41,000
Change-41,000 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 40,598
Change-40,598 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 40,294
Change-40,294 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 37,970
Change-37,970 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 37,296
Change-37,296 (-100%)
Value—
Centennial Bank
N/A
Shares— from 36,229
Change-36,229 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 35,986
Change-35,986 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 35,900
Change-35,900 (-100%)
Value—
&partners
N/A
Shares— from 34,921
Change-34,921 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 34,252
Change-34,252 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 33,612
Change-33,612 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 32,455
Change-32,455 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 29,246
Change-29,246 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 28,685
Change-28,685 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 28,526
Change-28,526 (-100%)
Value—
Oak Wealth Advisors LLC
N/A
Shares— from 28,331
Change-28,331 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 27,456
Change-27,456 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 26,553
Change-26,553 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 26,482
Change-26,482 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 25,834
Change-25,834 (-100%)
Value—
Prairieview Wealth Partners, LLC
N/A
Shares— from 25,758
Change-25,758 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 25,457
Change-25,457 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 24,729
Change-24,729 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 24,370
Change-24,370 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 22,774
Change-22,774 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 22,620
Change-22,620 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 22,434
Change-22,434 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 21,598
Change-21,598 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 21,111
Change-21,111 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 20,380
Change-20,380 (-100%)
Value—
Team Hewins, LLC
N/A
Shares— from 19,922
Change-19,922 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 18,722
Change-18,722 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 18,673
Change-18,673 (-100%)
Value—
Goodwin Investment Advisory
N/A
Shares— from 18,558
Change-18,558 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 18,517
Change-18,517 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 18,430
Change-18,430 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 18,346
Change-18,346 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 17,925
Change-17,925 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 17,834
Change-17,834 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 17,696
Change-17,696 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 17,141
Change-17,141 (-100%)
Value—
Oakwell Private Wealth Management, LLC
N/A
Shares— from 16,728
Change-16,728 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 15,061
Change-15,061 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 14,690
Change-14,690 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 14,209
Change-14,209 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 14,132
Change-14,132 (-100%)
Value—
Clear Investment Research, LLC
N/A
Shares— from 13,981
Change-13,981 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 13,723
Change-13,723 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 13,357
Change-13,357 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 12,943
Change-12,943 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 12,918
Change-12,918 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 12,739
Change-12,739 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 12,427
Change-12,427 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 12,354
Change-12,354 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 11,789
Change-11,789 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 10,815
Change-10,815 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 10,800
Change-10,800 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 10,698
Change-10,698 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 10,630
Change-10,630 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 10,571
Change-10,571 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 10,431
Change-10,431 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 10,420
Change-10,420 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 10,170
Change-10,170 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 10,083
Change-10,083 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 9,885
Change-9,885 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 9,882
Change-9,882 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 9,770
Change-9,770 (-100%)
Value—
Optimus Capital Advisors, LLC
N/A
Shares— from 9,500
Change-9,500 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 9,080
Change-9,080 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 8,567
Change-8,567 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 8,507
Change-8,507 (-100%)
Value—
Betterment LLC
N/A
Shares— from 8,479
Change-8,479 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 8,321
Change-8,321 (-100%)
Value—
Seneca House Advisors
N/A
Shares— from 7,910
Change-7,910 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 7,594
Change-7,594 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 7,453
Change-7,453 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 7,326
Change-7,326 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 7,234
Change-7,234 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 7,116
Change-7,116 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 7,110
Change-7,110 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 6,883
Change-6,883 (-100%)
Value—
J. Mark Nickell & Co.
N/A
Shares— from 6,877
Change-6,877 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 6,534
Change-6,534 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 6,506
Change-6,506 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 6,163
Change-6,163 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 6,070
Change-6,070 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 6,054
Change-6,054 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 6,040
Change-6,040 (-100%)
Value—
Ritholtz Wealth Management
N/A
Shares— from 5,912
Change-5,912 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 5,755
Change-5,755 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 5,738
Change-5,738 (-100%)
Value—
Seaside Wealth Management, Inc.
N/A
Shares— from 5,722
Change-5,722 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 5,567
Change-5,567 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 5,275
Change-5,275 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 5,210
Change-5,210 (-100%)
Value—
Commerce Bank
N/A
Shares— from 5,202
Change-5,202 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 5,110
Change-5,110 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 4,759
Change-4,759 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 4,741
Change-4,741 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 4,630
Change-4,630 (-100%)
Value—
Evergreen Wealth Partners LLC
N/A
Shares— from 4,102
Change-4,102 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 3,910
Change-3,910 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 3,844
Change-3,844 (-100%)
Value—
Milestone Investment Advisors LLC
N/A
Shares— from 3,380
Change-3,380 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 3,286
Change-3,286 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 3,202
Change-3,202 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 3,042
Change-3,042 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 2,459
Change-2,459 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,745
Change-1,745 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 1,700
Change-1,700 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,292
Change-1,292 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,210
Change-1,210 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 725
Change-725 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 591
Change-591 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 471
Change-471 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 411
Change-411 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 388
Change-388 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 375
Change-375 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 114
Change-114 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 70
Change-70 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Status
Thrivent Financial for Lutherans
INCREASED699,260656,614+42,646+6%$34.5M$34.8K-$34.5M2026-11-05
MBL Wealth, LLC
INCREASED551,723505,308+46,415+9%$26.6M$27.4M+$835.9K2026-10-22
Larson Financial Group LLC
INCREASED548,718488,067+60,651+12%$25.7M$27.3M+$1.6M2026-11-05
Stonebridge Financial Group, LLC
DECREASED493,778627,231-133,453-21%$33.0M$24.5M-$8.5M2026-10-01
Commonwealth Equity Services, LLC
DECREASED351,906357,322-5,416-2%$18.8M$17.5M-$1.3M2026-11-02
McKinley Carter Wealth Services, Inc.
INCREASED345,85381,392+264,461+325%$4.3M$17.2M+$12.9M2026-10-16
Wealth Alliance Advisory Group, LLC
DECREASED302,914309,065-6,151-2%$16.3M$15.1M-$1.2M2026-10-14
Vise Technologies, Inc.
INCREASED288,284251,564+36,720+15%$13.2M$14.3M+$1.1M2026-10-29
Avantax Planning Partners, Inc.
INCREASED266,198211,128+55,070+26%$11.1M$13.2M+$2.1M2026-11-03
XY Planning Network, Inc.
INCREASED250,390234,381+16,009+7%$12.3M$12.4M+$113.4K2026-10-14
Bailard, Inc.
INCREASED241,625141,830+99,795+70%$7.5M$12.0M+$4.5M2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED233,977241,746-7,769-3%$12.7M$11.6K-$12.7M2026-11-02
Truist Financial Corp
DECREASED229,892255,838-25,946-10%$13.5M$11.4M-$2.0M2026-10-30
Altura Wealth Advisors Inc.
INCREASED229,111156,043+73,068+47%$8.2M$11.4M+$3.2M2026-10-22
Abundance Wealth Counselors
NEW226,953—+226,953——$11.3M—2026-10-26
Kestra Advisory Services, LLC
INCREASED216,538141,063+75,475+54%$7.4M$10.8M+$3.3M2026-11-02
Kestra Investment Management, LLC
DECREASED211,617224,493-12,876-6%$11.8M$10.5M-$1.3M2026-11-04
Daymark Wealth Partners, LLC
INCREASED192,801185,947+6,854+4%$9.8M$9.6M-$200.5K2026-11-04
Flagstone Financial Management
DECREASED172,221187,771-15,550-8%$9.9M$8.6M-$1.3M2026-11-05
Morton Brown Family Wealth, LLC
DECREASED172,191189,849-17,658-9%$10.0M$8.6M-$1.4M2026-10-23
Equita Financial Network, Inc.
INCREASED167,236156,738+10,498+7%$8.2M$8.3M+$65.5K2026-10-19
ERn Financial, LLC
INCREASED146,203138,155+8,048+6%$7.3M$7.3M-$2.1K2026-10-28
Vicus Capital
INCREASED143,20223,482+119,720+510%$1.2M$7.1M+$5.9M2026-11-05
Newman Dignan & Sheerar, Inc.
DECREASED138,869139,301-4320%$7.3M$6.9M-$426.8K2026-10-21
Shotwell Rutter Baer Inc
INCREASED137,992134,830+3,162+2%$7.1M$6.9M-$235.2K2026-10-14
Resonant Capital Advisors, LLC
INCREASED135,377121,560+13,817+11%$6.4M$6.7M+$332.8K2026-10-15
Forvis Mazars Wealth Advisors, LLC
INCREASED135,12077,810+57,310+74%$4.1M$6.7M+$2.6M2026-10-13
Genesis Private Wealth, LLC
INCREASED126,961126,467+494+0%$6.7M$6.3M-$343.5K2026-11-02
Goelzer Investment Management, Inc.
DECREASED125,494126,159-665-1%$6.6M$6.2M-$400.2K2026-10-16
Bank of New York Mellon Corp
INCREASED124,933101,745+23,188+23%$5.4M$6.2M+$856.1K2026-11-05
Sagespring Wealth Partners, LLC
DECREASED124,034162,865-38,831-24%$8.6M$6.2M-$2.4M2026-10-22
Certified Advisory Corp
DECREASED117,391118,536-1,145-1%$6.2M$5.8M-$401.9K2026-10-29
XML Financial, LLC
INCREASED117,32566,797+50,528+76%$3.5M$5.8M+$2.3M2026-10-29
Lido Advisors, LLC
INCREASED111,266108,803+2,463+2%$5.7M$5.5M-$194.0K2026-11-04
HB Wealth Management, LLC
NEW109,669—+109,669——$5.4M—2026-10-23
Avant Financial Advisors LLC
DECREASED106,390133,893-27,503-21%$7.0M$5.3M-$1.8M2026-11-02
True North Advisors, LLC
DECREASED105,699123,925-18,226-15%$6.5M$5.3M-$1.3M2026-10-22
Financial Synergies Wealth Advisors, Inc.
DECREASED101,622113,641-12,019-11%$6.0M$5.0M-$927.9K2026-10-16
Fermata Advisors, LLC
DECREASED98,004102,533-4,529-4%$5.4M$4.9M-$523.4K2026-10-13
Hughes Financial Services, LLC
NEW94,881—+94,881——$4.8M—2026-10-30
Creative Planning
DECREASED87,092127,984-40,892-32%$6.7M$4.3M-$2.4M2026-11-02
Legacy Private Trust Co.
DECREASED87,030136,017-48,987-36%$7.2M$4.3M-$2.8M2026-10-06
BCS Wealth Management
DECREASED84,43592,544-8,109-9%$4.9M$4.2M-$672.2K2026-11-03
Clarity Wealth Development LLC
INCREASED84,26353,358+30,905+58%$2.8M$4.2M+$1.4M2026-10-22
Steph & Co
INCREASED82,11369,826+12,287+18%$3.7M$4.1M+$407.3K2026-10-07
Diversified Portfolios, Inc.
INCREASED78,59553,349+25,246+47%$2.8M$3.9M+$1.1M2026-11-04
RFG Advisory, LLC
INCREASED70,77162,387+8,384+13%$3.3M$3.5M+$235.0K2026-11-03
Elyxium Wealth, LLC
DECREASED70,254136,827-66,573-49%$7.2M$3.5M-$3.7M2026-10-27
Gamma Investing LLC
DECREASED70,14080,039-9,899-12%$4.2M$3.5M-$724.8K2026-10-08
Brandywine OAK Private Wealth LLC
DECREASED69,16870,791-1,623-2%$3.7M$3.4M-$286.7K2026-10-23
VestGen Advisors, LLC
DECREASED68,68568,916-2310%$3.6M$3.4M-$212.0K2026-10-27
Aprio Wealth Management, LLC
INCREASED68,63422,933+45,701+199%$1.2M$3.4M+$2.2M2026-10-28
Farther Finance Advisors, LLC
DECREASED67,03369,180-2,147-3%$3.6M$3.3M-$308.0K2026-10-08
Paulson Wealth Management Inc.
INCREASED66,64564,164+2,481+4%$3.4M$3.3M-$63.4K2026-11-02
Mccarter Private Wealth Services LLC
INCREASED66,38965,507+882+1%$3.4M$3.3M-$146.8K2026-10-22
Buck Wealth Strategies, LLC
INCREASED66,04657,399+8,647+15%$3.0M$3.3M+$262.6K2026-10-28
Sterling Investment Advisors, Ltd.
DECREASED65,10065,700-600-1%$3.5M$3.2M-$221.0K2026-10-27
Hanson & Doremus Investment Management
INCREASED63,86763,541+326+1%$3.3M$3.2K-$3.3M2026-10-16
Intrua Financial, LLC
INCREASED62,43461,085+1,349+2%$3.2M$3.1M-$110.7K2026-10-28
Canvas Wealth Advisors, LLC
NEW60,500—+60,500——$3.1M—2026-11-02
Beacon Capital Management, Inc.
UNCHANGED60,00060,00000%$3.2M$3.0M-$174.6K2026-10-13
Taylor & Morgan Wealth Management, LLC
UNCHANGED56,33256,33200%$3.0M$2.8M-$163.9K2026-10-09
Manske Wealth Management
INCREASED56,07153,868+2,203+4%$2.8M$2.8M-$47.3K2026-10-26
GGM Financial LLC
DECREASED56,05058,579-2,529-4%$3.1M$2.8M-$296.1K2026-11-05
Entrewealth, LLC
INCREASED55,93755,936+10%$2.9M$2.8M-$117.4K2026-10-14
Landmark Wealth Management, LLC
DECREASED54,70860,153-5,445-9%$3.2M$2.7M-$445.6K2026-11-03
Koshinski Asset Management, Inc.
INCREASED54,21653,119+1,097+2%$2.8M$2.7M-$100.1K2026-10-29
Certior Financial Group, LLC
DECREASED50,44751,965-1,518-3%$2.7M$2.5M-$226.7K2026-10-19
Elevation Point Wealth Partners, LLC
INCREASED48,69646,474+2,222+5%$2.4M$2.4M-$24.8K2026-11-05
Cedar Point Capital Partners, LLC
INCREASED46,55245,571+981+2%$2.4M$2.3M-$83.9K2026-10-29
Opal Wealth Advisors, LLC
DECREASED45,71347,529-1,816-4%$2.5M$2.3M-$228.5K2026-10-16
Curran Financial Partners, LLC
INCREASED45,28339,363+5,920+15%$2.1M$2.3M+$179.6K2026-11-04
Inspirion Wealth Advisors, LLC
UNCHANGED45,06445,06400%$2.4M$2.2M-$123.9K2026-10-09
Wealthcare Advisory Partners LLC
INCREASED44,8844,228+40,656+962%$222.4K$2.2M+$2.0M2026-10-21
Triad Wealth Partners, LLC
INCREASED43,57338,048+5,525+15%$2.0M$2.2M+$200.4K2026-10-26
Saxon Interests, Inc.
DECREASED42,273136,932-94,659-69%$7.2M$2.1M-$5.1M2026-10-26
Stokes Capital Advisors, LLC
DECREASED40,35060,250-19,900-33%$3.2M$2.0M-$1.2M2026-10-09
MBE Wealth Management, LLC
INCREASED38,99437,355+1,639+4%$2.0M$1.9M-$27.3K2026-10-26
Patten Group, Inc.
DECREASED37,77139,168-1,397-4%$2.1M$1.9M-$183.4K2026-10-26
Financial Planning Navigators Corp
INCREASED37,12836,905+223+1%$1.9M$1.8M-$96.3K2026-10-14
Carrera Capital Advisors
INCREASED36,96932,183+4,786+15%$1.7M$1.8M+$144.2K2026-11-03
Sierra Ocean, LLC
NEW36,145—+36,145——$1.8M—2026-11-03
Fortitude Financial, LLC
INCREASED34,65926,460+8,199+31%$1.4M$1.7M+$330.4K2026-10-19
Flagship Private Wealth, LLC
DECREASED34,61138,319-3,708-10%$2.0M$1.7M-$295.8K2026-11-05
W.H. Cornerstone Investments Inc.
INCREASED33,74828,288+5,460+19%$1.5M$1.7M+$189.0K2026-11-03
Onyx Bridge Wealth Group LLC
DECREASED33,28749,883-16,596-33%$2.6M$1.7M-$969.8K2026-10-16
Wealth Enhancement Trust Services, Inc.
DECREASED33,13237,678-4,546-12%$2.0M$1.6M-$335.5K2026-10-07
YHB Investment Advisors, Inc.
INCREASED32,51325,240+7,273+29%$1.3M$1.6M+$287.9K2026-10-08
Precedent Wealth Partners, LLC
NEW31,345—+31,345——$1.6M—2026-10-21
Visionary Wealth Advisors
DECREASED31,20540,795-9,590-24%$2.1M$1.6M-$595.2K2026-11-04
Higgins & Schmidt Wealth Strategies LLC
DECREASED30,16750,651-20,484-40%$2.7M$1.5M-$1.2M2026-10-26
Apella Capital, LLC
INCREASED29,75224,569+5,183+21%$1.3M$1.5M+$188.2K2026-10-08
Cornerstone Wealth Management, LLC
INCREASED29,71629,661+55+0%$1.6M$1.5M-$83.6K2026-11-04
Kuhn & Co Investment Counsel
UNCHANGED29,67529,67500%$1.6M$1.5M-$86.4K2026-10-29
Private Trust Co NA
DECREASED29,48030,755-1,275-4%$1.6M$1.5M-$152.9K2026-10-20
Fifth Third Bancorp
INCREASED29,40919,750+9,659+49%$1.0M$1.5M+$422.5K2026-11-05
Westside Investment Management, Inc.
DECREASED29,24229,292-500%$1.5M$1.5M-$87.7K2026-11-02
Concurrent Investment Advisors, LLC
INCREASED28,17327,975+198+1%$1.5M$1.4M-$71.6K2026-10-16
Vaquero Private Wealth, LTD
DECREASED27,55037,550-10,000-27%$2.0M$1.4M-$606.2K2026-10-27
Aviance Capital Partners, LLC
INCREASED27,39326,752+641+2%$1.4M$1.4M-$46.0K2026-10-29
Grimes & Co Wealth Management, LLC
INCREASED27,11324,024+3,089+13%$1.3M$1.3M+$83.6K2026-10-29
Steel Grove Capital Advisors, LLC
NEW26,083—+26,083——$1.3M—2026-10-13
Breakwater Capital Group
DECREASED25,86839,868-14,000-35%$2.1M$1.3M-$811.7K2026-10-09
APS Management Group, Inc.
INCREASED25,24724,296+951+4%$1.3M$1.3M-$23.4K2026-10-14
Ascentis Independent Advisors
NEW24,122—+24,122——$1.2M—2026-11-03
BAM Wealth Management, LLC
DECREASED23,79029,765-5,975-20%$1.6M$1.2M-$383.5K2026-10-15
LiftPoint Family Wealth Advisors LLC
DECREASED23,57133,888-10,317-30%$1.8M$1.2M-$611.3K2026-11-03
Rockport Wealth LLC
DECREASED23,22323,476-253-1%$1.2M$1.2M-$80.9K2026-11-03
McAdam, LLC
DECREASED23,03427,208-4,174-15%$1.4M$1.1M-$286.6K2026-10-21
Smith Thornton Advisors LLC
DECREASED22,65622,888-232-1%$1.2M$1.1M-$70.4K2026-10-16
Signature Estate & Investment Advisors LLC
INCREASED21,82220,297+1,525+8%$1.1M$1.1M+$16.7K2026-10-13
Signet Investment Advisory Group, Inc.
INCREASED21,65020,900+750+4%$1.1M$1.1M-$23.6K2026-10-30
Cullen T Bankers, Inc.
INCREASED20,53820,368+170+1%$1.1M$1.0M-$50.8K2026-10-28
Hobart Private Capital, LLC
DECREASED20,45322,515-2,062-9%$1.2M$1.0M-$168.0K2026-10-19
Stevens Capital Partners
NEW20,375—+20,375——$1.0M—2026-10-29
Midwest Financial Group LLC
INCREASED20,25019,011+1,239+7%$1.0M$1.0M+$6.2K2026-10-15
Freedom Financial Partners LLC
DECREASED19,94021,387-1,447-7%$1.1M$990.8K-$134.1K2026-10-19
Summit Financial Consulting LLC
INCREASED19,91018,780+1,130+6%$987.8K$989.3K+$1.5K2026-10-15
Avestar Capital, LLC
INCREASED19,81411,633+8,181+70%$611.9K$984.6K+$372.7K2026-10-28
Sprinkle Financial Consultants LLC
NEW19,810—+19,810——$984.4K—2026-10-09
CFS Investment Advisory Services, LLC
DECREASED19,15922,106-2,947-13%$1.2M$953.4K-$206.8K2026-10-19
Sigma Planning Corp
INCREASED19,04512,920+6,125+47%$679.6K$946.4K+$266.7K2026-10-23
Axxcess Wealth Management, LLC
DECREASED18,78739,262-20,475-52%$2.1M$933.5K-$1.1M2026-10-21
Focus Financial Network, Inc.
INCREASED18,36518,303+62+0%$962.7K$912.5K-$50.2K2026-10-14
Copper Harbor Investment Advisors, LLC
NEW17,980—+17,980——$893.4K—2026-10-16
Kooman & Associates
DECREASED17,91119,376-1,465-8%$1.0M$890.0K-$129.2K2026-10-21
Revisor Wealth Management LLC
DECREASED17,64118,677-1,036-6%$982.4K$889.3K-$93.1K2026-10-20
Brady Martz Wealth Solutions, LLC
DECREASED17,55217,643-91-1%$928.0K$872.1K-$55.9K2026-11-05
TSG Advice Partners, LLC
NEW17,282—+17,282——$909.0K—2026-10-29
WBH Advisory Inc
DECREASED16,99935,511-18,512-52%$1.9M$844.7K-$1.0M2026-11-05
SeaCrest Wealth Management, LLC
DECREASED16,58423,675-7,091-30%$1.2M$824.0K-$421.3K2026-10-21
Fragasso Financial Advisors Inc
UNCHANGED16,46216,46200%$865.9K$819.6K-$46.3K2026-10-13
StoneX Group Inc.
INCREASED16,3784,763+11,615+244%$250.5K$813.8K+$563.3K2026-11-03
Catalyst Investment Management LLC
NEW16,282—+16,282——$809.0K—2026-10-21
Wealth Enhancement Advisory Services, LLC
DECREASED16,21820,615-4,397-21%$1.1M$804.2K-$273.9K2026-10-13
Kings Path Partners LLC
DECREASED15,97217,406-1,434-8%$915.6K$793.6K-$121.9K2026-10-21
Redhawk Wealth Advisors, Inc.
INCREASED15,9198,859+7,060+80%$466.0K$791.0K+$325.0K2026-10-14
Williams & Novak Wealth Management, LLC
DECREASED15,30033,315-18,015-54%$1.8M$760.3K-$992.1K2026-10-09
Financial Discovery Group Inc
UNCHANGED14,88814,88800%$783.1K$739.8K-$43.3K2026-11-03
PFG Advisors
INCREASED14,22614,178+48+0%$745.8K$706.9K-$38.8K2026-10-16
Partners Wealth Management, LLC
NEW14,133—+14,133——$702.3K—2026-10-28
Mallini Complete Financial Planning LLC
UNCHANGED14,10014,10000%$741.7K$700.6K-$41.0K2026-10-06
Destiny Wealth Partners, LLC
INCREASED13,64310,527+3,116+30%$544.8K$698.1K+$153.3K2026-11-05
Kestra Private Wealth Services, LLC
DECREASED13,34116,576-3,235-20%$871.9K$662.9K-$208.9K2026-10-30
Main Line Retirement Advisors, LLC
INCREASED13,30313,248+55+0%$696.8K$661.0K-$35.8K2026-10-14
Friday Financial
INCREASED13,27012,474+796+6%$653.4K$660.7K+$7.3K2026-10-09
Peak Wealth Management LLC
NEW13,185—+13,185——$664.7K—2026-10-26
Gilman Hill Asset Management, LLC
DECREASED13,03116,031-3,000-19%$843.2K$647.5K-$195.7K2026-10-13
Syverson Strege & Co
DECREASED12,90514,177-1,272-9%$745.7K$641.2K-$104.5K2026-11-02
Howard Wealth Management, LLC
INCREASED12,84812,518+330+3%$658.5K$638.4K-$20.0K2026-10-28
Avaii Wealth Management, LLC
DECREASED12,81812,859-410%$676.4K$637.5K-$38.9K2026-10-09
LifeGoal Investments, LLC
DECREASED12,17124,473-12,302-50%$1.3M$604.8K-$682.5K2026-10-09
Davenport & Co LLC
UNCHANGED11,95011,95000%$628.6K$593.8K-$34.8K2026-10-14
Dynamic Advisor Solutions LLC
DECREASED11,80412,575-771-6%$661.4K$586.6K-$74.9K2026-10-13
National Wealth Management Group, LLC
INCREASED11,7498,842+2,907+33%$465.1K$583.8K+$118.7K2026-10-26
Objective Capital Management, LLC
DECREASED11,74718,673-6,926-37%$982.2K$583.7K-$398.5K2026-10-13
Kendall Capital Management
UNCHANGED11,60011,60000%$610.2K$576.4K-$33.8K2026-10-23
Rockland Trust Co
INCREASED11,4847,484+4,000+53%$393.7K$570.6K+$177.0K2026-10-05
Perigon Wealth Management, LLC
DECREASED11,36411,786-422-4%$619.9K$564.7K-$55.3K2026-10-22
Financial Designs Corp
UNCHANGED11,36111,36100%$597.6K$564.5K-$33.1K2026-10-09
Kingswood Wealth Advisors, LLC
INCREASED10,9264,200+6,726+160%$220.9K$542.9K+$322.0K2026-10-23
Avidian Wealth Enterprises, LLC
NEW10,832—+10,832——$538.2K—2026-10-08
Reap Financial Group, LLC
INCREASED10,7399,397+1,342+14%$494.3K$533.6K+$39.3K2026-11-02
Carolina Wealth Management Inc
DECREASED10,69631,684-20,988-66%$1.7M$531.5K-$1.1M2026-10-29
Transcendent Capital Group LLC
DECREASED10,68215,891-5,209-33%$835.9K$530.8K-$305.1K2026-10-28
Princeton Global Asset Management LLC
DECREASED10,42415,723-5,299-34%$827.0K$518.0K-$309.1K2026-10-21
Lineweaver Wealth Advisors, LLC
INCREASED10,3407,886+2,454+31%$414.8K$513.8K+$99.0K2026-10-13
Prospera Financial Services Inc
INCREASED10,0379,052+985+11%$476.1K$514.2K+$38.1K2026-11-04
Montag A & Associates Inc
INCREASED9,7254,125+5,600+136%$217.0K$483.2K+$266.3K2026-10-29
Jeter Robert S II
INCREASED9,4788,674+804+9%$453.6K$474.0K+$20.3K2026-10-16
Biltmore Wealth Management, LLC
INCREASED8,6408,599+41+0%$452.3K$429.3K-$23.0K2026-10-09
First Affirmative Financial Network
NEW8,412—+8,412——$418.0K—2026-10-21
Christensen, King & Associates Investment Services, Inc.
UNCHANGED8,3708,37000%$440.3K$415.9K-$24.4K2026-10-22
Valley National Advisers Inc
INCREASED7,7577,400+357+5%$389.2K$385.4K-$3.8K2026-10-23
M Holdings Securities, Inc.
NEW7,705—+7,705——$383—2026-11-03
Signal Advisors Wealth, LLC
NEW7,694—+7,694——$382.3K—2026-10-13
Cora Capital Advisors LLC
DECREASED7,66510,701-3,036-28%$562.9K$380.9K-$182.0K2026-11-02
Clear Creek Financial Management, LLC
DECREASED7,5407,767-227-3%$408.5K$374.7K-$33.9K2026-10-28
Archford Capital Strategies, LLC
UNCHANGED7,4827,48200%$393.6K$371.8K-$21.8K2026-10-19
1900 Wealth Management LLC
UNCHANGED7,4307,43000%$390.8K$369.2K-$21.6K2026-10-13
SteelPeak Wealth, LLC
UNCHANGED7,4007,40000%$389.2K$367.7K-$21.5K2026-10-16
Gradient Investments LLC
DECREASED7,0699,338-2,269-24%$491.2K$351.3K-$139.9K2026-10-08
Veracity Capital LLC
NEW7,060—+7,060——$350.8K—2026-10-08
D.A. Davidson & Co.
INCREASED6,9716,921+50+1%$364.0K$346.4K-$17.7K2026-10-28
Founders Financial Securities LLC
NEW6,944—+6,944——$345.0K—2026-10-28
BIP Wealth, LLC
INCREASED6,8746,862+12+0%$361.0K$341.6K-$19.4K2026-10-22
Ashton Thomas Private Wealth, LLC
DECREASED6,6867,026-340-5%$369.6K$332.2K-$37.3K2026-11-03
Professional Financial Advisors, LLC
INCREASED6,6745,724+950+17%$301.1K$331.6K+$30.6K2026-10-13
Balefire, LLC
INCREASED6,6485,209+1,439+28%$274.0K$330.3K+$56.3K2026-10-09
Bright Financial Advisors, Inc.
INCREASED6,5685,130+1,438+28%$269.9K$326.4K+$56.5K2026-10-23
Citigroup Inc
INCREASED6,5001,000+5,500+550%$52.6K$323.0K+$270.4K2026-11-04
Private Wealth Group, LLC
DECREASED6,4916,569-78-1%$345.5K$322.5K-$23.0K2026-10-19
Advisor OS, LLC
INCREASED6,4616,314+147+2%$332.1K$321.1K-$11.1K2026-11-03
Walleye Partners, LLC
INCREASED6,3715,391+980+18%$283.6K$316.6K+$33.0K2026-10-13
NWF Advisory Services Inc.
INCREASED6,3176,077+240+4%$319.6K$313.9K-$5.7K2026-10-19
Burford Brothers, Inc.
UNCHANGED6,1496,14900%$323.4K$305.5K-$17.9K2026-10-21
Worth Asset Management, LLC
UNCHANGED5,9605,96000%$313.5K$296.2K-$17.3K2026-10-07
HBW Advisory Services LLC
DECREASED5,94330,106-24,163-80%$1.6M$295.3K-$1.3M2026-10-15
Hutchens & Kramer Investment Management Group, LLC
INCREASED5,9025,583+319+6%$293.7K$293.3K-$3962026-10-16
Robinson Smith Wealth Advisors LLC
INCREASED5,8425,803+39+1%$305.3K$290.3K-$15.0K2026-10-22
Altfest L J & Co Inc
UNCHANGED5,8105,81000%$305.6K$288.7K-$16.9K2026-10-27
Clear Point Advisors Inc.
INCREASED5,7365,689+47+1%$299.2K$285.0K-$14.2K2026-10-30
Clark Asset Management, LLC
UNCHANGED5,6795,67900%$298.7K$282.2K-$16.5K2026-10-19
Symmetry Partners, LLC
NEW5,629—+5,629——$279.7K—2026-10-27
Commonwealth Retirement Investments LLC
UNCHANGED5,5005,50000%$289.3K$273.3K-$16.0K2026-10-26
Milestone Asset Management, LLC
INCREASED5,3965,372+24+0%$282.6K$268.1K-$14.4K2026-10-15
Provenance Wealth Advisors, LLC
UNCHANGED5,3665,36600%$282.3K$266.6K-$15.6K2026-10-30
Powers Advisory Group, LLC
INCREASED5,2325,200+32+1%$273.5K$260.0K-$13.5K2026-10-14
SAX Wealth Advisors, LLC
NEW5,231—+5,231——$259.9K—2026-10-13
PUREfi Wealth, LLC
DECREASED5,1858,461-3,276-39%$445.0K$257.6K-$187.4K2026-10-19
Cambridge Capital Management, LLC
DECREASED5,1088,516-3,408-40%$447.9K$253.8K-$194.1K2026-10-19
Stablepoint Partners, LLC
INCREASED4,9494,400+549+12%$231.4K$245.9K+$14.5K2026-11-03
L.K. Benson & Company, P.C.
INCREASED4,8704,830+40+1%$254.0K$242.0K-$12.1K2026-10-23
Goldstein Advisors, LLC
INCREASED4,8514,735+116+2%$249.1K$241.0K-$8.0K2026-10-15
Cyndeo Wealth Partners, LLC
DECREASED4,6865,250-564-11%$276.1K$232.9K-$43.3K2026-10-16
DecisionMap Wealth Management, LLC
DECREASED4,6284,829-201-4%$254.0K$230.0K-$24.0K2026-10-29
Key FInancial Inc
UNCHANGED4,5794,57900%$240.9K$227.5K-$13.3K2026-11-02
DeLarme Wealth Management, Inc.
INCREASED4,5474,074+473+12%$214.3K$225.9K+$11.6K2026-10-30
Cadent Capital Advisors, LLC
INCREASED4,4914,490+1+0%$236.2K$223.2K-$13.0K2026-10-09
SBE LLC DBA Cedar Cove Wealth Partners
INCREASED4,2553,845+410+11%$202.3K$211.4K+$9.1K2026-10-15
Root Financial Partners, LLC
NEW4,217—+4,217——$209.5K—2026-10-21
Trust Point Inc.
UNCHANGED4,1494,14900%$218.2K$206.2K-$12.1K2026-10-27
Oarsman Capital, Inc.
UNCHANGED4,1494,14900%$218.2K$206.2K-$12.1K2026-11-05
Trek Financial, LLC
NEW4,061—+4,061——$201.8K—2026-10-29
IMG Wealth Management, Inc.
DECREASED3,9034,665-762-16%$245.4K$193.9K-$51.4K2026-10-27
First Community Trust NA
NEW3,669—+3,669——$182.3K—2026-10-07
IFP Advisors, Inc
INCREASED3,3812,949+432+15%$155.1K$168.0K+$12.9K2026-10-16
Triumph Capital Management
UNCHANGED2,7502,75000%$144.7K$136.6K-$8.0K2026-10-14
Latitude Advisors, LLC
NEW2,130—+2,130——$105.8K—2026-10-27
Lodestone Wealth Management LLC
INCREASED1,9531,937+16+1%$101.9K$97.0K-$4.8K2026-10-14
Evolution Wealth Management Inc.
UNCHANGED1,8791,87900%$98.8K$93.4K-$5.5K2026-10-28
Meriwether Wealth & Planning, LLC
NEW1,875—+1,875——$93.2K—2026-10-13
Key Capital Management, Inc
INCREASED1,240285+955+335%$15.0K$61.6K+$46.6K2026-11-03
Farmers & Merchants Investments Inc
DECREASED1,2132,768-1,555-56%$145.6K$60.3K-$85.3K2026-10-22
Nemes Rush Group LLC
NEW1,155—+1,155——$57.4K—2026-11-04
Balance Wealth Partners LLC
DECREASED7768,815-8,039-91%$463.7K$38.6K-$425.1K2026-10-27
EverSource Wealth Advisors, LLC
INCREASED710571+139+24%$30.0K$35.3K+$5.3K2026-11-04
Hilton Head Capital Partners, LLC
UNCHANGED67567500%$35.5K$33.5K-$2.0K2026-10-23
First Bancorp, Inc
UNCHANGED59959900%$31.5K$29.8K-$1.7K2026-10-26
Physician Wealth Advisors, Inc.
INCREASED345277+68+25%$14.6K$17.2K+$2.6K2026-10-20
Golden State Wealth Management, LLC
INCREASED341338+3+1%$17.8K$17.0K-$8452026-11-02
Dhjj Financial Advisors, Ltd.
DECREASED300302-2-1%$15.9K$14.9K-$9792026-10-23
Holos Integrated Wealth LLC
UNCHANGED24424400%$12.8K$12.3K-$4882026-10-23
Capital Investment Advisory Services, LLC
INCREASED233231+2+1%$12.2K$11.6K-$5772026-10-30
Trust Co
UNCHANGED11211200%$5.9K$5.6K-$3272026-10-09
Assetmark, Inc
DECREASED8918,730-18,641-100%$985.2K$4.4K-$980.8K2026-10-21
Rosenberg Matthew Hamilton
UNCHANGED404000%$2.1K$2.0K-$1182026-10-05
Benchmark Financial Wealth Advisors, LLC
CLOSED0208,454-208,454-100%$11.0M$0-$11.0M2026-10-20
Econ Financial Services Corp
CLOSED054,769-54,769-100%$2.9M$0-$2.9M2026-10-19
SFG Wealth Management, Llc.
CLOSED016,457-16,457-100%$865.6K$0-$865.6K2026-10-23
Mission Wealth Management, LP
CLOSED015,401-15,401-100%$810.1K$0-$810.1K2026-10-15
AdvisorNet Financial, Inc
CLOSED07,364-7,364-100%$387.4K$0-$387.4K2026-10-15
Bond & Devick Financial Network, Inc.
CLOSED05,844-5,844-100%$307.4K$0-$307.4K2026-10-23
Romano Brothers and Company
CLOSED04,300-4,300-100%$226.2K$0-$226.2K2026-10-22
Security Financial Services, Inc.
CLOSED04,166-4,166-100%$219.1K$0-$219.1K2026-10-29
Prime Capital Investment Advisors, LLC
CLOSED03,947-3,947-100%$207.6K$0-$207.6K2026-10-20
Flagship Harbor Advisors, LLC
CLOSED03,916-3,916-100%$206.0K$0-$206.0K2026-10-26
Kathmere Capital Management, LLC
CLOSED03,878-3,878-100%$204.0K$0-$204.0K2026-10-20
HUB Investment Partners, LLC
CLOSED03,868-3,868-100%$203.5K$0-$203.5K2026-11-03
Occidental Asset Management, LLC
CLOSED03,846-3,846-100%$202.3K$0-$202.3K2026-11-05
MCF Advisors LLC
CLOSED03,161-3,161-100%$166.3K$0-$166.3K2026-10-28
Robinswood Financial LLC
CLOSED03,137-3,137-100%$165.0K$0-$165.0K2026-10-20
Beacon Investment Advisory Services, Inc.
CLOSED0825-825-100%$43.4K$0-$43.4K2026-10-13
Parallel Advisors, LLC
CLOSED022-22-100%$1.2K$0-$1.2K2026-11-03
Bank of America Corp
N/A—4,139,216-4,139,216-100%$217.7M———
Morgan Stanley
N/A—3,730,649-3,730,649-100%$196.2M———
Wells Fargo & Company
N/A—2,814,890-2,814,890-100%$148.1M———
LPL Financial LLC
N/A—2,501,521-2,501,521-100%$131.6M———
WCG Wealth Advisors LLC
N/A—1,359,631-1,359,631-100%$71.5M———
JPMorgan Chase & Co
N/A—1,122,733-1,122,733-100%$59.1M———
Raymond James Financial Inc
N/A—936,242-936,242-100%$49.2M———
Envestnet Asset Management Inc
N/A—897,484-897,484-100%$47.2M———
Cetera Investment Advisers
N/A—852,784-852,784-100%$44.9M———
UBS Group AG
N/A—762,036-762,036-100%$40.1M———
HighTower Advisors, LLC
N/A—699,037-699,037-100%$36.8M———
NewEdge Advisors, LLC
N/A—595,078-595,078-100%$31.3M———
Focus Partners Wealth
N/A—571,901-571,901-100%$30.1M———
Dynasty Wealth Management, LLC
N/A—546,689-546,689-100%$28.8M———
Stifel Financial Corp
N/A—493,632-493,632-100%$26.0M———
Capital Analysts, LLC
N/A—455,347-455,347-100%$24.0M———
Royal Bank of Canada
N/A—417,321-417,321-100%$22.0M———
Osaic Holdings, Inc.
N/A—412,967-412,967-100%$21.7M———
Quotient Wealth Partners, LLC
N/A—382,659-382,659-100%$20.1M———
Davis R M Inc
N/A—375,367-375,367-100%$19.7M———
Jones Financial Companies Lllp
N/A—374,302-374,302-100%$19.7M———
Northwestern Mutual Wealth Management Co
N/A—354,230-354,230-100%$18.6M———
PW Advisors, LLC \ FL
N/A—317,618-317,618-100%$16.7M———
Clearstead Advisors, LLC
N/A—297,598-297,598-100%$15.7M———
Austin Wealth Management, LLC
N/A—231,539-231,539-100%$12.1M———
Beacon Pointe Advisors, LLC
N/A—226,889-226,889-100%$11.9M———
MML Investors Services, LLC
N/A—214,694-214,694-100%$11.3M———
Crestmont Private Wealth LLC
N/A—212,399-212,399-100%$11.2M———
AE Wealth Management LLC
N/A—206,167-206,167-100%$10.8M———
Prosperity Consulting Group, LLC
N/A—204,816-204,816-100%$10.8M———
Dakota Wealth Management
N/A—191,515-191,515-100%$10.1M———
TD Capital Management LLC
N/A—169,014-169,014-100%$8.9M———
Foster & Motley Inc
N/A—166,954-166,954-100%$8.8M———
MAI Capital Management
N/A—166,336-166,336-100%$8.7M———
Smith Partners Wealth Management, LLC
N/A—159,128-159,128-100%$8.4M———
McNamara Financial Services, Inc.
N/A—158,731-158,731-100%$8.3M———
Mariner, LLC
N/A—152,071-152,071-100%$8.0M———
Waverly Advisors, LLC
N/A—147,442-147,442-100%$7.8M———
Bleakley Financial Group, LLC
N/A—146,940-146,940-100%$7.7M———
Spartan Wealth Advisory Services LLC
N/A—140,400-140,400-100%$7.4M———
Jane Street Group, LLC
N/A—140,050-140,050-100%$7.4M———
Integrated Wealth Concepts LLC
N/A—133,073-133,073-100%$7.0M———
Atlantic Union Bankshares Corp
N/A—132,496-132,496-100%$7.0M———
Rehmann Capital Advisory Group
N/A—130,139-130,139-100%$6.8M———
Equitable Holdings, Inc.
N/A—116,503-116,503-100%$6.1M———
Paces Ferry Wealth Advisors, LLC
N/A—114,350-114,350-100%$6.0M———
Cerity Partners LLC
N/A—111,956-111,956-100%$5.9M———
Baird Financial Group, Inc.
N/A—106,570-106,570-100%$5.6M———
Belpointe Asset Management LLC
N/A—103,366-103,366-100%$5.4M———
Renaissance Technologies LLC
N/A—100,890-100,890-100%$5.3M———
Fortis Capital Advisors, LLC
N/A—98,235-98,235-100%$5.2M———
Charles Schwab Investment Management Inc
N/A—96,977-96,977-100%$5.1M———
Sequoia Financial Advisors, LLC
N/A—92,580-92,580-100%$4.9M———
Kelman-Lazarov, Inc.
N/A—91,059-91,059-100%$4.8M———
Citadel Advisors LLC
N/A—89,054-89,054-100%$4.7M———
Private Advisor Group, LLC
N/A—86,871-86,871-100%$4.6M———
Kingsview Wealth Management, LLC
N/A—76,940-76,940-100%$4.0M———
Keyvantage Wealth, LLC
N/A—74,241-74,241-100%$3.9M———
Allworth Financial LP
N/A—72,805-72,805-100%$3.8M———
Smartleaf Asset Management LLC
N/A—72,541-72,541-100%$3.8M———
BTG Pactual Asset Management US LLC
N/A—71,991-71,991-100%$3.8M———
Steward Partners Investment Advisory, LLC
N/A—70,937-70,937-100%$3.7M———
PAX Financial Group, LLC
N/A—70,788-70,788-100%$3.7M———
Uniting Wealth Partners, LLC
N/A—70,249-70,249-100%$3.7M———
Sanctuary Advisors, LLC
N/A—70,097-70,097-100%$3.7M———
Vestmark Advisory Solutions, Inc.
N/A—67,833-67,833-100%$3.6M———
WNY Asset Management, LLC
N/A—66,680-66,680-100%$3.5M———
Arkadios Wealth Advisors
N/A—65,075-65,075-100%$3.4M———
Janney Montgomery Scott LLC
N/A—64,370-64,370-100%$3.4M———
Stratos Wealth Partners, Ltd.
N/A—63,345-63,345-100%$3.3M———
Sand Hill Global Advisors, LLC
N/A—62,339-62,339-100%$3.3M———
Arrowroot Family Office, LLC
N/A—62,137-62,137-100%$3.3M———
Smart Money Group LLC
N/A—60,895-60,895-100%$3.2M———
Bridge Generations Wealth Management LLC
N/A—59,878-59,878-100%$3.1M———
SageView Advisory Group, LLC
N/A—58,859-58,859-100%$3.1M———
Cercano Management LLC
N/A—57,919-57,919-100%$3.0M———
Ameriprise Financial Inc
N/A—55,992-55,992-100%$2.9M———
Ausdal Financial Partners, Inc.
N/A—54,706-54,706-100%$2.9M———
CreativeOne Wealth, LLC
N/A—52,468-52,468-100%$2.8M———
Vertex Planning Partners, LLC
N/A—52,023-52,023-100%$2.7M———
Wayfinding Financial, LLC
N/A—51,719-51,719-100%$2.7M———
CarsonAllaria Wealth Management, Ltd.
N/A—51,400-51,400-100%$2.7M———
Summit Financial, LLC
N/A—50,742-50,742-100%$2.7M———
EP Wealth Advisors, LLC
N/A—50,011-50,011-100%$2.6M———
Viawealth, LLC
N/A—49,835-49,835-100%$2.6M———
Paladin Advisory Group, LLC
N/A—47,365-47,365-100%$2.5M———
Orion Porfolio Solutions, LLC
N/A—46,698-46,698-100%$2.5M———
Natixis Advisors, LLC
N/A—45,498-45,498-100%$2.4M———
GeoWealth Management, LLC
N/A—43,432-43,432-100%$2.3M———
IAM Advisory, LLC
N/A—42,617-42,617-100%$2.2M———
Elequin Capital, LP
N/A—41,227-41,227-100%$2.2M———
Staley Capital Advisers Inc
N/A—41,000-41,000-100%$2.2M———
Financial Engines Advisors L.L.C.
N/A—40,598-40,598-100%$2.1M———
World Investment Advisors
N/A—40,294-40,294-100%$2.1M———
Flputnam Investment Management Co
N/A—37,970-37,970-100%$3.5M———
HighPoint Advisor Group LLC
N/A—37,296-37,296-100%$2.0M———
Centennial Bank
N/A—36,229-36,229-100%$1.9M———
Alpha Financial Partners LLC
N/A—35,986-35,986-100%$1.9M———
Geneos Wealth Management Inc.
N/A—35,900-35,900-100%$1.9M———
&partners
N/A—34,921-34,921-100%$1.8M———
Arax Advisory Partners
N/A—34,252-34,252-100%$1.8M———
Bravera Wealth
N/A—33,612-33,612-100%$1.8M———
Mercer Global Advisors Inc
N/A—32,455-32,455-100%$1.7M———
Valmark Advisers, Inc.
N/A—29,246-29,246-100%$1.5M———
Ameritas Investment Partners, Inc.
N/A—28,685-28,685-100%$1.5M———
Focus Partners Advisor Solutions, LLC
N/A—28,526-28,526-100%$1.5M———
Oak Wealth Advisors LLC
N/A—28,331-28,331-100%$1.5M———
Prestige Wealth Management Group LLC
N/A—27,456-27,456-100%$1.4M———
Pure Financial Advisors, LLC
N/A—26,553-26,553-100%$1.4M———
Advyzon Investment Management, LLC
N/A—26,482-26,482-100%$1.4M———
Main Street Financial Solutions, LLC
N/A—25,834-25,834-100%$1.4M———
Prairieview Wealth Partners, LLC
N/A—25,758-25,758-100%$1.4M———
Bragg Financial Advisors, Inc
N/A—25,457-25,457-100%$1.3M———
Legacy Financial Advisors, Inc.
N/A—24,729-24,729-100%$1.3M———
OneDigital Investment Advisors LLC
N/A—24,370-24,370-100%$1.3M———
Inspire Advisors, LLC
N/A—22,774-22,774-100%$1.2M———
Johnson Investment Counsel Inc
N/A—22,620-22,620-100%$1.2M———
Barnes Wealth Management Group, Inc
N/A—22,434-22,434-100%$1.2M———
Entelevest, LLC
N/A—21,598-21,598-100%$1.1M———
Noble Wealth Partners LLC
N/A—21,111-21,111-100%$1.1M———
IFG Advisory, LLC
N/A—20,380-20,380-100%$1.1M———
Team Hewins, LLC
N/A—19,922-19,922-100%$1.0M———
Great Valley Advisor Group, Inc.
N/A—18,722-18,722-100%$984.4K———
Advisory Services Network, LLC
N/A—18,673-18,673-100%$982.2K———
Goodwin Investment Advisory
N/A—18,558-18,558-100%$976.2K———
Ameritas Advisory Services, LLC
N/A—18,517-18,517-100%$974.0K———
Magnolia Private Wealth, LLC
N/A—18,430-18,430-100%$969.4K———
Beckerman Institutional, LLC
N/A—18,346-18,346-100%$965.0K———
Petra Financial Advisors Inc
N/A—17,925-17,925-100%$942.8K———
Rockefeller Capital Management L.P.
N/A—17,834-17,834-100%$938.1K———
One Capital Management, LLC
N/A—17,696-17,696-100%$923.6K———
Nuveen, LLC
N/A—17,141-17,141-100%$901.6K———
Oakwell Private Wealth Management, LLC
N/A—16,728-16,728-100%$879.9K———
First Trust Advisors LP
N/A—15,061-15,061-100%$792.2K———
Tortoise Investment Management, LLC
N/A—14,690-14,690-100%$772.7K———
Captrust Financial Advisors
N/A—14,209-14,209-100%$747.4K———
Duncan Williams Asset Management, LLC
N/A—14,132-14,132-100%$743.4K———
Clear Investment Research, LLC
N/A—13,981-13,981-100%$735.4K———
Marshall Financial Group, LLC
N/A—13,723-13,723-100%$721.9K———
Madison Wealth Partners, Inc
N/A—13,357-13,357-100%$702.6K———
Bedel Financial Consulting, Inc.
N/A—12,943-12,943-100%$680.8K———
FreeGulliver LLC
N/A—12,918-12,918-100%$679.5K———
Morris Financial Concepts, Inc.
N/A—12,739-12,739-100%$670.1K———
Anchor Investment Management, LLC
N/A—12,427-12,427-100%$653.7K———
Gladstone Institutional Advisory LLC
N/A—12,354-12,354-100%$649.8K———
Pinnacle Financial Partners, Inc.
N/A—11,789-11,789-100%$620.1K———
Principal Securities, Inc.
N/A—10,815-10,815-100%$568.9K———
Security National Bank of Sioux City Iowa
N/A—10,800-10,800-100%$568.1K———
Level Four Advisory Services, LLC
N/A—10,698-10,698-100%$562.7K———
Barnes Pettey Financial Advisors, LLC
N/A—10,630-10,630-100%$559.2K———
Curi Capital, LLC
N/A—10,571-10,571-100%$556.0K———
Hobbs Group Advisors, LLC
N/A—10,431-10,431-100%$548.7K———
Merit Financial Group, LLC
N/A—10,420-10,420-100%$548.1K———
Cvfg LLC
N/A—10,170-10,170-100%$534.9K———
Hershey Financial Advisers, LLC
N/A—10,083-10,083-100%$530.4K———
Coldstream Capital Management Inc
N/A—9,885-9,885-100%$520.0K———
Astoria Portfolio Advisors Llc.
N/A—9,882-9,882-100%$519.8K———
Envestnet Portfolio Solutions, Inc.
N/A—9,770-9,770-100%$513.9K———
Optimus Capital Advisors, LLC
N/A—9,500-9,500-100%$499.7K———
Tower Research Capital LLC (TRC)
N/A—9,080-9,080-100%$477.6K———
IHT Wealth Management, LLC
N/A—8,567-8,567-100%$450.6K———
Regal Investment Advisors LLC
N/A—8,507-8,507-100%$447.5K———
Betterment LLC
N/A—8,479-8,479-100%$446.0K———
Benjamin Edwards Inc
N/A—8,321-8,321-100%$437.7K———
Seneca House Advisors
N/A—7,910-7,910-100%$416.1K———
Vista Investment Management
N/A—7,594-7,594-100%$399.4K———
Cozad Asset Management Inc
N/A—7,453-7,453-100%$392.0K———
Harbour Investments, Inc.
N/A—7,326-7,326-100%$385.3K———
Shufro Rose & Co LLC
N/A—7,234-7,234-100%$380.5K———
OakTrust Wealth Advisors, LLC
N/A—7,116-7,116-100%$374.3K———
Vantage Point Financial LLC
N/A—7,110-7,110-100%$374.0K———
Atlas Legacy Advisors, LLC
N/A—6,883-6,883-100%$362.0K———
J. Mark Nickell & Co.
N/A—6,877-6,877-100%$361.7K———
Cahill Financial Advisors Inc
N/A—6,534-6,534-100%$343.7K———
Quantinno Capital Management LP
N/A—6,506-6,506-100%$342.2K———
NewSquare Capital LLC
N/A—6,163-6,163-100%$324.2K———
Byrne Financial Freedom, LLC
N/A—6,070-6,070-100%$319.3K———
GWN Securities Inc.
N/A—6,054-6,054-100%$318.5K———
Capital Advisors Inc
N/A—6,040-6,040-100%$317.7K———
Ritholtz Wealth Management
N/A—5,912-5,912-100%$311.0K———
Modern Wealth Management, LLC
N/A—5,755-5,755-100%$302.7K———
Composition Wealth, LLC
N/A—5,738-5,738-100%$301.8K———
Seaside Wealth Management, Inc.
N/A—5,722-5,722-100%$301.0K———
Wrapmanager Inc
N/A—5,567-5,567-100%$292.8K———
M&T Bank Corp
N/A—5,275-5,275-100%$277.5K———
Mutual Advisors, LLC
N/A—5,210-5,210-100%$274.0K———
Commerce Bank
N/A—5,202-5,202-100%$273.6K———
Stratos Wealth Advisors, LLC
N/A—5,110-5,110-100%$268.8K———
Fidelis Capital Partners, LLC
N/A—4,759-4,759-100%$250.3K———
Bartlett & Co. Wealth Management LLC
N/A—4,741-4,741-100%$249.4K———
Legacy Edge Advisors, LLC
N/A—4,630-4,630-100%$243.5K———
Evergreen Wealth Partners LLC
N/A—4,102-4,102-100%$215.7K———
Millstone Evans Group, LLC
N/A—4,000-4,000-100%$210.4K———
Sittner & Nelson, LLC
N/A—4,000-4,000-100%$210.4K———
Florida Financial Advisors, LLC
N/A—3,910-3,910-100%$205.7K———
Gateway Wealth Partners, LLC
N/A—3,844-3,844-100%$202.2K———
Milestone Investment Advisors LLC
N/A—3,380-3,380-100%$177.8K———
Aptus Capital Advisors, LLC
N/A—3,286-3,286-100%$172.8K———
Harborfront Financial Group LLC
N/A—3,202-3,202-100%$168.4K———
Qube Research & Technologies Ltd
N/A—3,042-3,042-100%$160.0K———
Horizon Investments, LLC
N/A—2,459-2,459-100%$128.6K———
Institute for Wealth Management, Llc.
N/A—2,000-2,000-100%$105.2K———
FMR LLC
N/A—1,745-1,745-100%$91.8K———
Bank of Montreal
N/A—1,700-1,700-100%$89.4K———
BFC Planning, Inc.
N/A—1,292-1,292-100%$68.0K———
Fiduciary Financial Advisors
N/A—1,210-1,210-100%$63.7K———
BNP Paribas Financial Markets
N/A—725-725-100%$38.1K———
Frazier Financial Advisors, LLC
N/A—591-591-100%$31.1K———
Continuum Advisory, LLC
N/A—471-471-100%$24.8K———
Ameriflex Group, Inc.
N/A—411-411-100%$21.6K———
Allianz Asset Management GmbH
N/A—388-388-100%$20.4K———
Rothschild Investment LLC
N/A—375-375-100%$19.7K———
Quent Capital, LLC
N/A—114-114-100%$6.0K———
Greykasell Wealth Strategies, Inc.
N/A—70-70-100%$3.7K———
Global Retirement Partners, LLC
N/A—26-26-100%$1.4K———
Showing 479 of 479 institutions