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Putnam Focused LRG Cap Value (PVAL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cullen T Bankers, Inc.
INCREASED
Shares8,727,998 from 8,610,022
Change+117,976 (+1%)
Value$459.3M (+$20.6M)
Filed 2026-10-28
Commonwealth Equity Services, LLC
INCREASED
Shares8,524,746 from 7,976,865
Change+547,881 (+7%)
Value$448.6M (+$42.2M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares3,028,238 from 2,895,121
Change+133,117 (+5%)
Value$159.3K (-$147.3M)
Filed 2026-11-02
Allegheny Financial Group
INCREASED
Shares2,837,035 from 2,609,319
Change+227,716 (+9%)
Value$149.3M (+$16.3M)
Filed 2026-11-05
Amplius Wealth Advisors, LLC
DECREASED
Shares2,011,929 from 2,038,034
Change-26,105 (-1%)
Value$105.9M (+$2.0M)
Filed 2026-10-20
RFG Advisory, LLC
INCREASED
Shares1,589,611 from 1,011,811
Change+577,800 (+57%)
Value$83.6M (+$32.1M)
Filed 2026-11-03
Opal Wealth Advisors, LLC
DECREASED
Shares1,555,369 from 1,562,614
Change-7,245 (0%)
Value$81.8M (+$2.2M)
Filed 2026-10-16
Kestra Advisory Services, LLC
INCREASED
Shares1,529,356 from 1,392,651
Change+136,705 (+10%)
Value$80.5M (+$9.5M)
Filed 2026-11-02
Oak Barrel Wealth Advisory LLC
INCREASED
Shares1,499,400 from 1,442,912
Change+56,488 (+4%)
Value$78.9M (+$5.4M)
Filed 2026-11-05
SAX Wealth Advisors, LLC
INCREASED
Shares1,060,337 from 841,845
Change+218,492 (+26%)
Value$55.8M (+$16.7M)
Filed 2026-10-13
Auctus Advisors LLC
INCREASED
Shares950,048 from 944,825
Change+5,223 (+1%)
Value$50.0M (+$1.9M)
Filed 2026-10-23
Harbor Group, Inc.
INCREASED
Shares894,128 from 876,338
Change+17,790 (+2%)
Value$47.0M (+$2.4M)
Filed 2026-10-14
Summit Investment Advisory Services, LLC
DECREASED
Shares859,467 from 865,998
Change-6,531 (-1%)
Value$45.2M (+$1.1M)
Filed 2026-11-03
Midwest Capital Advisors, LLC
INCREASED
Shares804,868 from 206,524
Change+598,344 (+290%)
Value$42.4M (+$31.8M)
Filed 2026-11-04
Thrivent Financial for Lutherans
NEW
Shares798,605
Change+798,605
Value$42.0K
Filed 2026-11-05
GGM Financial LLC
DECREASED
Shares777,819 from 802,017
Change-24,198 (-3%)
Value$40.9M (+$66.1K)
Filed 2026-11-05
Embree Financial Group
DECREASED
Shares736,332 from 782,122
Change-45,790 (-6%)
Value$38.7M (-$1.1M)
Filed 2026-10-22
AdvisorNet Financial, Inc
INCREASED
Shares725,630 from 625,172
Change+100,458 (+16%)
Value$39.1M (+$7.3M)
Filed 2026-10-15
Elevation Point Wealth Partners, LLC
NEW
Shares689,763
Change+689,763
Value$36.8M
Filed 2026-11-05
Baker Tilly Wealth Management, LLC
INCREASED
Shares646,818 from 592,732
Change+54,086 (+9%)
Value$34.0M (+$3.8M)
Filed 2026-10-05
Marks Group Wealth Management, Inc
INCREASED
Shares641,218 from 582,267
Change+58,951 (+10%)
Value$33.7M (+$4.1M)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares629,154 from 621,442
Change+7,712 (+1%)
Value$33.7M (+$1.5M)
Filed 2026-10-13
Sowa Financial Group, Inc.
INCREASED
Shares588,315 from 587,209
Change+1,106 (+0%)
Value$31.0K (-$29.9M)
Filed 2026-10-26
Bucket List Wealth Management, LLC
INCREASED
Shares541,630 from 523,231
Change+18,399 (+4%)
Value$28.5M (+$1.8M)
Filed 2026-10-22
Atria Investments, Inc
INCREASED
Shares490,897 from 397,686
Change+93,211 (+23%)
Value$25.8M (+$5.6M)
Filed 2026-10-15
Fort Washington Investment Advisors Inc
DECREASED
Shares458,390 from 559,528
Change-101,138 (-18%)
Value$24.1M (-$4.4M)
Filed 2026-10-15
Adamsbrown Wealth Consultants LLC
INCREASED
Shares443,556 from 424,275
Change+19,281 (+5%)
Value$23.3M (+$1.7M)
Filed 2026-10-20
PNC Financial Services Group, Inc.
INCREASED
Shares438,205 from 326,990
Change+111,215 (+34%)
Value$23.1M (+$6.4M)
Filed 2026-11-06
Redhawk Wealth Advisors, Inc.
INCREASED
Shares424,118 from 386,316
Change+37,802 (+10%)
Value$22.3M (+$2.6M)
Filed 2026-10-14
Towneley Capital Management, Inc / de
DECREASED
Shares418,247 from 429,046
Change-10,799 (-3%)
Value$22.0M (+$148.3K)
Filed 2026-10-09
Frontier Asset Management, LLC
INCREASED
Shares415,681 from 413,101
Change+2,580 (+1%)
Value$21.9M (+$825.6K)
Filed 2026-10-28
Truist Financial Corp
INCREASED
Shares395,110 from 374,301
Change+20,809 (+6%)
Value$20.8M (+$1.7M)
Filed 2026-10-30
Kestra Private Wealth Services, LLC
DECREASED
Shares366,254 from 374,669
Change-8,415 (-2%)
Value$19.3M (+$182.9K)
Filed 2026-11-06
Cooper Financial Group
INCREASED
Shares336,735 from 330,397
Change+6,338 (+2%)
Value$17.7M (+$885.3K)
Filed 2026-10-07
BridgePort Financial Solutions, LLC
DECREASED
Shares333,679 from 338,432
Change-4,753 (-1%)
Value$17.6M (+$315.1K)
Filed 2026-11-02
Able Wealth Management LLC
INCREASED
Shares333,205 from 333,118
Change+87 (+0%)
Value$17.7M (+$737.5K)
Filed 2026-10-13
Merit Financial Group, LLC
INCREASED
Shares332,129 from 304,469
Change+27,660 (+9%)
Value$17.5M (+$2.0M)
Filed 2026-11-06
IVC Wealth Advisors LLC
INCREASED
Shares318,812 from 318,688
Change+124 (+0%)
Value$16.8M (+$538.8K)
Filed 2026-10-23
Central Trust Co
INCREASED
Shares309,923 from 303,031
Change+6,892 (+2%)
Value$16.3M (+$868.7K)
Filed 2026-11-05
Trademark Financial Management, LLC
INCREASED
Shares288,698 from 274,399
Change+14,299 (+5%)
Value$15.2M (+$1.2M)
Filed 2026-10-23
Key Client Fiduciary Advisors, LLC
INCREASED
Shares277,051 from 247,817
Change+29,234 (+12%)
Value$14.6M (+$2.0M)
Filed 2026-10-19
Greenbush Financial Group, LLC
NEW
Shares270,184
Change+270,184
Value$14.2M
Filed 2026-10-15
IFP Advisors, Inc
INCREASED
Shares268,688 from 155,153
Change+113,535 (+73%)
Value$14.1M (+$6.2M)
Filed 2026-10-16
Green Ridge Wealth Planning LLC
INCREASED
Shares259,011 from 206,505
Change+52,506 (+25%)
Value$13.6M (+$3.1M)
Filed 2026-10-08
Weil Company, Inc.
INCREASED
Shares258,040 from 248,564
Change+9,476 (+4%)
Value$13.6M (+$913.7K)
Filed 2026-10-14
Integrated Advisors Network LLC
INCREASED
Shares245,629 from 234,538
Change+11,091 (+5%)
Value$12.9M (+$975.3K)
Filed 2026-10-20
J.W. Cole Advisors, Inc.
INCREASED
Shares237,945 from 212,837
Change+25,108 (+12%)
Value$12.5M (+$1.7M)
Filed 2026-11-05
Kelleher Financial Advisors
INCREASED
Shares230,332 from 212,050
Change+18,282 (+9%)
Value$12.1M (+$1.3M)
Filed 2026-10-30
Brookstone Capital Management
INCREASED
Shares219,278 from 146,923
Change+72,355 (+49%)
Value$11.5M (+$4.1M)
Filed 2026-10-22
New England Private Wealth Advisors LLC
INCREASED
Shares216,829 from 211,845
Change+4,984 (+2%)
Value$11.4M (+$306.8K)
Filed 2026-10-19
Robinson Smith Wealth Advisors LLC
INCREASED
Shares207,660 from 197,348
Change+10,312 (+5%)
Value$10.9M (+$872.2K)
Filed 2026-10-22
MGO One Seven LLC
DECREASED
Shares204,574 from 214,049
Change-9,475 (-4%)
Value$10.8M (-$141.1K)
Filed 2026-10-28
Colonial River Investments, LLC
INCREASED
Shares197,904 from 173,578
Change+24,326 (+14%)
Value$10.4M (+$1.6M)
Filed 2026-10-19
StoneCrest Wealth Management, Inc.
DECREASED
Shares194,764 from 197,882
Change-3,118 (-2%)
Value$10.2M (+$166.4K)
Filed 2026-11-03
Cornerstone Wealth Management, LLC
DECREASED
Shares181,283 from 191,886
Change-10,603 (-6%)
Value$9.5M (-$237.5K)
Filed 2026-11-04
Foundry Financial Group, Inc.
INCREASED
Shares173,017 from 171,370
Change+1,647 (+1%)
Value$9.1M (+$372.9K)
Filed 2026-10-28
Bank of New York Mellon Corp
INCREASED
Shares172,056 from 132,948
Change+39,108 (+29%)
Value$9.1M (+$2.3M)
Filed 2026-11-05
Midwest Financial Group LLC
INCREASED
Shares166,724 from 165,608
Change+1,116 (+1%)
Value$8.8M (+$335.3K)
Filed 2026-10-15
Visionary Wealth Advisors
DECREASED
Shares164,310 from 172,192
Change-7,882 (-5%)
Value$8.6M (-$127.2K)
Filed 2026-11-04
Farther Finance Advisors, LLC
INCREASED
Shares162,020 from 26,123
Change+135,897 (+520%)
Value$8.5M (+$7.2M)
Filed 2026-10-08
Sumitomo Mitsui Trust Group, Inc.
INCREASED
Shares155,096 from 128,152
Change+26,944 (+21%)
Value$8.2M (+$1.6M)
Filed 2026-10-29
Sigma Planning Corp
INCREASED
Shares144,674 from 130,746
Change+13,928 (+11%)
Value$7.6M (+$951.2K)
Filed 2026-10-23
Secure Asset Management, LLC
INCREASED
Shares143,316 from 124,588
Change+18,728 (+15%)
Value$7.5M (+$1.2M)
Filed 2026-10-19
Uniting Wealth Partners, LLC
INCREASED
Shares139,297 from 138,850
Change+447 (+0%)
Value$7.3M (+$255.4K)
Filed 2026-11-06
Everest Financial Group LLC
INCREASED
Shares136,437 from 76,152
Change+60,285 (+79%)
Value$7.2M (+$3.3M)
Filed 2026-11-06
Sovran Advisors, LLC
INCREASED
Shares133,740 from 130,296
Change+3,444 (+3%)
Value$7.3M (+$427.3K)
Filed 2026-11-02
Prosperity Financial Group, Inc.
DECREASED
Shares132,042 from 133,615
Change-1,573 (-1%)
Value$6.9M (+$140.4K)
Filed 2026-10-29
ERn Financial, LLC
DECREASED
Shares131,759 from 132,470
Change-711 (-1%)
Value$6.9M (+$183.8K)
Filed 2026-10-28
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares131,529 from 127,514
Change+4,015 (+3%)
Value$6.9M (+$424.2K)
Filed 2026-10-14
ATX Financial Planning, LLC
INCREASED
Shares124,871 from 106,318
Change+18,553 (+17%)
Value$6.6M (+$1.2M)
Filed 2026-10-14
SeaCrest Wealth Management, LLC
INCREASED
Shares124,530 from 117,096
Change+7,434 (+6%)
Value$6.6M (+$586.7K)
Filed 2026-10-21
Ballew Advisors, Inc
INCREASED
Shares115,076 from 93,076
Change+22,000 (+24%)
Value$6.1M (+$1.3M)
Filed 2026-10-05
Clarity Asset Management, Inc.
INCREASED
Shares106,947 from 99,391
Change+7,556 (+8%)
Value$5.6M (+$563.6K)
Filed 2026-10-14
Indivisible Partners
INCREASED
Shares105,559 from 93,494
Change+12,065 (+13%)
Value$5.6M (+$791.0K)
Filed 2026-10-26
Elyxium Wealth, LLC
DECREASED
Shares105,157 from 119,719
Change-14,562 (-12%)
Value$5.5M (-$566.3K)
Filed 2026-10-27
RDA Financial Network
DECREASED
Shares103,562 from 107,851
Change-4,289 (-4%)
Value$5.4M (-$45.6K)
Filed 2026-10-15
Empire Life Investments Inc.
DECREASED
Shares101,439 from 108,339
Change-6,900 (-6%)
Value$5.3M (-$179.7K)
Filed 2026-11-06
Tempus Wealth Planning, LLC
INCREASED
Shares99,606 from 92,966
Change+6,640 (+7%)
Value$5.2M (+$504.7K)
Filed 2026-10-14
USAdvisors Wealth Management, LLC
INCREASED
Shares92,685 from 92,647
Change+38 (+0%)
Value$4.9K (-$4.7M)
Filed 2026-10-21
Fifth Third Securities, Inc.
INCREASED
Shares82,322 from 61,374
Change+20,948 (+34%)
Value$4.3M (+$1.2M)
Filed 2026-10-21
Signature Estate & Investment Advisors LLC
INCREASED
Shares78,561 from 76,746
Change+1,815 (+2%)
Value$4.1M (+$223.7K)
Filed 2026-10-13
Wavvest Wealth LLC
NEW
Shares78,503
Change+78,503
Value$4.1M
Filed 2026-10-21
Concurrent Investment Advisors, LLC
NEW
Shares78,440
Change+78,440
Value$4.1M
Filed 2026-10-16
Spire Wealth Management
INCREASED
Shares78,180 from 75,212
Change+2,968 (+4%)
Value$4.1M (+$281.8K)
Filed 2026-10-30
Athena Wealth Management, LLC
INCREASED
Shares77,862 from 75,508
Change+2,354 (+3%)
Value$4.1M (+$250.0K)
Filed 2026-10-09
Patten Group, Inc.
INCREASED
Shares76,052 from 52,725
Change+23,327 (+44%)
Value$4.0M (+$1.3M)
Filed 2026-10-26
Laurel Wealth Planning LLC
DECREASED
Shares75,983 from 76,636
Change-653 (-1%)
Value$4.0M (+$93.6K)
Filed 2026-11-02
Victory Financial Group, LLC
INCREASED
Shares73,603 from 70,595
Change+3,008 (+4%)
Value$3.9M (+$276.2K)
Filed 2026-10-27
Wedbush Securities Inc
INCREASED
Shares66,681 from 59,488
Change+7,193 (+12%)
Value$3.5K (-$3.0M)
Filed 2026-10-22
First United Bank & Trust
INCREASED
Shares65,394 from 49,833
Change+15,561 (+31%)
Value$3.4M (+$902.0K)
Filed 2026-10-22
Macroview Investment Management LLC
INCREASED
Shares62,256 from 60,530
Change+1,726 (+3%)
Value$3.3M (+$191.9K)
Filed 2026-10-26
Advisory Resource Group
DECREASED
Shares62,049 from 62,720
Change-671 (-1%)
Value$3.3M (+$69.4K)
Filed 2026-10-26
Wealthcare Advisory Partners LLC
INCREASED
Shares59,548 from 58,677
Change+871 (+1%)
Value$3.1M (+$143.8K)
Filed 2026-10-21
FSA Wealth Partners, Inc.
INCREASED
Shares59,291 from 48,305
Change+10,986 (+23%)
Value$3.1M (+$658.8K)
Filed 2026-10-26
D.A. Davidson & Co.
INCREASED
Shares58,706 from 54,925
Change+3,781 (+7%)
Value$3.1M (+$290.7K)
Filed 2026-10-28
Breakwater Capital Group
INCREASED
Shares54,360 from 45,216
Change+9,144 (+20%)
Value$2.9M (+$556.6K)
Filed 2026-10-09
Dynamic Advisor Solutions LLC
INCREASED
Shares54,258 from 49,994
Change+4,264 (+9%)
Value$2.9M (+$307.9K)
Filed 2026-10-13
Cedar Mountain Advisors, LLC
INCREASED
Shares53,999 from 14,166
Change+39,833 (+281%)
Value$2.8M (+$2.1M)
Filed 2026-10-15
WJ Wealth Management, LLC
INCREASED
Shares52,693 from 42,045
Change+10,648 (+25%)
Value$2.8M (+$630.5K)
Filed 2026-11-03
Clark Wealth Partners
DECREASED
Shares52,450 from 52,727
Change-277 (-1%)
Value$2.8M (+$73.5K)
Filed 2026-10-19
Peck Wealth Management, LLC
INCREASED
Shares51,987 from 50,435
Change+1,552 (+3%)
Value$2.7M (+$165.9K)
Filed 2026-10-29
Briggs Wealth Management, Inc
INCREASED
Shares50,984 from 50,824
Change+160 (+0%)
Value$2.7M (+$93.3K)
Filed 2026-10-26
Golden State Wealth Management, LLC
INCREASED
Shares50,761 from 125
Change+50,636 (+40509%)
Value$2.7M (+$2.7M)
Filed 2026-11-02
Axxcess Wealth Management, LLC
INCREASED
Shares47,917 from 43,776
Change+4,141 (+9%)
Value$2.5M (+$291.0K)
Filed 2026-10-21
Flagship Harbor Advisors, LLC
INCREASED
Shares46,818 from 11,006
Change+35,812 (+325%)
Value$2.5M (+$1.9M)
Filed 2026-10-26
Kingsman Wealth Management, Inc.
INCREASED
Shares43,975 from 35,952
Change+8,023 (+22%)
Value$2.3M (+$482.2K)
Filed 2026-10-13
Independent Financial Group, LLC
INCREASED
Shares43,684 from 39,708
Change+3,976 (+10%)
Value$2.3M (+$275.5K)
Filed 2026-10-13
Cordgrass Capital Advisors, LLC
INCREASED
Shares43,194 from 38,992
Change+4,202 (+11%)
Value$2.3M (+$286.2K)
Filed 2026-10-30
Richards, Merrill & Peterson, Inc.
INCREASED
Shares38,990 from 24,660
Change+14,330 (+58%)
Value$2.1M (+$795.2K)
Filed 2026-10-19
Vise Technologies, Inc.
INCREASED
Shares38,156 from 25,921
Change+12,235 (+47%)
Value$2.0M (+$687.1K)
Filed 2026-10-29
Provident Wealth Management, LLC
DECREASED
Shares37,107 from 49,000
Change-11,893 (-24%)
Value$2.0M (-$544.0K)
Filed 2026-10-20
WealthCare Investment Partners, LLC
DECREASED
Shares36,840 from 36,912
Change-72 (0%)
Value$1.9M (+$57.8K)
Filed 2026-11-05
Fifth Third Bancorp
INCREASED
Shares36,251 from 34,586
Change+1,665 (+5%)
Value$1.9M (+$145.4K)
Filed 2026-11-05
Hicks Capital Management LLC
UNCHANGED
Shares33,326 from 33,326
Change0 (0%)
Value$1.7M ($0)
Filed 2026-10-20
Focus Financial Network, Inc.
INCREASED
Shares30,019 from 25,976
Change+4,043 (+16%)
Value$1.6M (+$256.1K)
Filed 2026-10-14
RMR Wealth Builders
INCREASED
Shares24,884 from 24,847
Change+37 (+0%)
Value$1.3M (+$43.4K)
Filed 2026-10-22
Vicus Capital
INCREASED
Shares24,448 from 16,721
Change+7,727 (+46%)
Value$1.3M (+$434.5K)
Filed 2026-11-05
Cox Capital Mgt LLC
DECREASED
Shares21,630 from 22,185
Change-555 (-2%)
Value$1.1M (+$7.8K)
Filed 2026-10-07
Prospera Financial Services Inc
INCREASED
Shares19,617 from 17,057
Change+2,560 (+15%)
Value$1.1M (+$204.4K)
Filed 2026-11-04
Mayfair Advisory Group, LLC
INCREASED
Shares19,577 from 18,702
Change+875 (+5%)
Value$1.0M (+$50.0K)
Filed 2026-10-20
Flynn Zito Capital Management, LLC
NEW
Shares19,449
Change+19,449
Value$1.0M
Filed 2026-11-04
Accurate Wealth Management, LLC
INCREASED
Shares19,199 from 16,921
Change+2,278 (+13%)
Value$1.0M (+$162.0K)
Filed 2026-10-20
Wespac Advisors, LLC
DECREASED
Shares19,089 from 47,789
Change-28,700 (-60%)
Value$1.0M (-$1.4M)
Filed 2026-10-26
John W. Brooker & Co., CPAs
INCREASED
Shares18,952 from 17,964
Change+988 (+6%)
Value$997.2K (+$82.0K)
Filed 2026-10-21
Founders Financial Securities LLC
NEW
Shares18,492
Change+18,492
Value$973.0K
Filed 2026-10-28
Manchester Financial Inc
INCREASED
Shares18,309 from 13,078
Change+5,231 (+40%)
Value$963.4K (+$297.1K)
Filed 2026-10-15
Verdence Capital Advisors LLC
INCREASED
Shares17,173 from 16,494
Change+679 (+4%)
Value$903.7K (+$63.3K)
Filed 2026-10-26
Simplicity Wealth,LLC
DECREASED
Shares17,029 from 17,769
Change-740 (-4%)
Value$896.1K (-$9.3K)
Filed 2026-10-23
Private Trust Co NA
INCREASED
Shares16,774 from 13,314
Change+3,460 (+26%)
Value$882.6K (+$204.3K)
Filed 2026-10-20
Elevation Wealth Management LLC
INCREASED
Shares16,134 from 9,770
Change+6,364 (+65%)
Value$849.0K (+$351.2K)
Filed 2026-11-02
StoneX Group Inc.
INCREASED
Shares15,702 from 10,660
Change+5,042 (+47%)
Value$826.2K (+$282.5K)
Filed 2026-11-03
Clear Point Advisors Inc.
INCREASED
Shares15,227 from 15,190
Change+37 (+0%)
Value$801.2K (+$27.3K)
Filed 2026-10-30
Clearstead Advisors, LLC
INCREASED
Shares15,189 from 3,077
Change+12,112 (+394%)
Value$799.2K (+$642.4K)
Filed 2026-11-06
Greenwood Gearhart LLC
INCREASED
Shares15,023 from 12,924
Change+2,099 (+16%)
Value$790.5K (+$132.0K)
Filed 2026-11-02
Processus Wealth & Capital Management, LLC
INCREASED
Shares14,824 from 14,486
Change+338 (+2%)
Value$780.0K (+$42.0K)
Filed 2026-10-16
Cyndeo Wealth Partners, LLC
DECREASED
Shares14,821 from 15,967
Change-1,146 (-7%)
Value$779.9K (-$33.6K)
Filed 2026-10-16
Advisortrust Partners, LLC
INCREASED
Shares14,545 from 9,109
Change+5,436 (+60%)
Value$765.4K (+$301.3K)
Filed 2026-11-02
Basso Capital Management, L.P.
NEW
Shares14,454
Change+14,454
Value$760.6K
Filed 2026-10-30
Avantax Planning Partners, Inc.
DECREASED
Shares13,615 from 13,638
Change-23 (0%)
Value$716.4K (+$21.6K)
Filed 2026-11-03
Fire Capital Management LLC
NEW
Shares12,988
Change+12,988
Value$683.4K
Filed 2026-10-27
Third View Private Wealth, LLC
INCREASED
Shares12,278 from 12,162
Change+116 (+1%)
Value$646.1K (+$26.4K)
Filed 2026-10-30
KPP Advisory Services LLC
NEW
Shares12,095
Change+12,095
Value$636.4K
Filed 2026-10-26
Flagship Wealth Advisors, LLC
UNCHANGED
Shares12,041 from 12,041
Change0 (0%)
Value$633.6K (+$20.1K)
Filed 2026-11-03
Foster Victor Wealth Advisors, LLC
UNCHANGED
Shares11,794 from 11,794
Change0 (0%)
Value$635.0K (+$24.9K)
Filed 2026-10-21
First Bank & Trust
INCREASED
Shares11,693 from 9,737
Change+1,956 (+20%)
Value$615.3K (+$119.2K)
Filed 2026-10-19
Advisor OS, LLC
INCREASED
Shares11,524 from 8,427
Change+3,097 (+37%)
Value$606.4K (+$177.0K)
Filed 2026-11-03
R2 Capital Strategies, LLC
INCREASED
Shares11,252 from 11,243
Change+9 (+0%)
Value$592.1K (+$19.2K)
Filed 2026-10-15
Apollon Wealth Management, LLC
INCREASED
Shares10,780 from 10,636
Change+144 (+1%)
Value$567.2K (+$25.3K)
Filed 2026-10-23
Heritage Wealth Management, Inc.
INCREASED
Shares10,437 from 7,630
Change+2,807 (+37%)
Value$549.2K (+$160.4K)
Filed 2026-10-28
Sowell Financial Services LLC
NEW
Shares10,411
Change+10,411
Value$547.8K
Filed 2026-10-23
Strategic Blueprint, LLC
DECREASED
Shares10,284 from 11,229
Change-945 (-8%)
Value$541.1K (-$31.0K)
Filed 2026-10-22
Perigon Wealth Management, LLC
INCREASED
Shares10,088 from 10,082
Change+6 (+0%)
Value$530.8K (+$17.1K)
Filed 2026-10-22
Sentinel Pension Advisors, LLC
UNCHANGED
Shares9,491 from 9,491
Change0 (0%)
Value$499.4K (+$6.4K)
Filed 2026-11-02
Park Avenue Securities LLC
INCREASED
Shares9,046 from 8,933
Change+113 (+1%)
Value$476 (-$454.5K)
Filed 2026-10-26
Marin Bay Wealth Advisors, LLC
INCREASED
Shares8,819 from 8,474
Change+345 (+4%)
Value$464.1K (+$32.3K)
Filed 2026-10-28
Carnegie Investment Counsel
UNCHANGED
Shares8,563 from 8,563
Change0 (0%)
Value$450.6K (+$14.3K)
Filed 2026-10-20
Creative Financial Designs Inc
DECREASED
Shares8,540 from 8,896
Change-356 (-4%)
Value$449.4K (-$3.9K)
Filed 2026-11-04
Next Level Private LLC
INCREASED
Shares8,055 from 6,001
Change+2,054 (+34%)
Value$423.9K (+$118.1K)
Filed 2026-10-20
Lantern Wealth Advisors, LLC
DECREASED
Shares7,888 from 8,094
Change-206 (-3%)
Value$415.0K (+$2.7K)
Filed 2026-10-22
Capital Investment Advisory Services, LLC
NEW
Shares7,879
Change+7,879
Value$414.6K
Filed 2026-10-30
Encompass More Asset Management
INCREASED
Shares7,836 from 4,677
Change+3,159 (+68%)
Value$412.3K (+$174.0K)
Filed 2026-10-16
Facet Wealth, Inc.
DECREASED
Shares7,539 from 10,232
Change-2,693 (-26%)
Value$396.7K (-$124.6K)
Filed 2026-11-04
HB Wealth Management, LLC
NEW
Shares7,401
Change+7,401
Value$389.4K
Filed 2026-10-23
Carlson Financial, Inc.
INCREASED
Shares7,237 from 6,485
Change+752 (+12%)
Value$380.8K (+$50.4K)
Filed 2026-11-05
Bokf, NA
UNCHANGED
Shares6,729 from 6,729
Change0 (0%)
Value$354.1K (+$11.2K)
Filed 2026-10-27
Principle Wealth Partners LLC
UNCHANGED
Shares6,550 from 6,550
Change0 (0%)
Value$344.7K (+$10.9K)
Filed 2026-11-02
Revisor Wealth Management LLC
UNCHANGED
Shares6,442 from 6,442
Change0 (0%)
Value$343.4K (+$15.3K)
Filed 2026-10-20
John A. Wolfe & Associates, Inc.
INCREASED
Shares6,049 from 5,119
Change+930 (+18%)
Value$318.3K (+$57.5K)
Filed 2026-11-06
XY Planning Network, Inc.
NEW
Shares5,722
Change+5,722
Value$301.1K
Filed 2026-10-14
Level Four Advisory Services, LLC
NEW
Shares5,587
Change+5,587
Value$294.0K
Filed 2026-11-06
Insight Wealth Partners, LLC
DECREASED
Shares5,424 from 7,411
Change-1,987 (-27%)
Value$285.4K (-$92.2K)
Filed 2026-10-26
Waldron Private Wealth LLC
DECREASED
Shares5,354 from 6,784
Change-1,430 (-21%)
Value$281.7K (-$63.9K)
Filed 2026-11-02
Creative Planning
DECREASED
Shares5,228 from 5,377
Change-149 (-3%)
Value$275.1K (+$1.2K)
Filed 2026-11-02
Baron Wealth Management LLC
UNCHANGED
Shares5,212 from 5,212
Change0 (0%)
Value$274.3K (+$8.7K)
Filed 2026-10-27
Summit Wealth Group LLC / Co
NEW
Shares4,821
Change+4,821
Value$253.7K
Filed 2026-10-29
Fingerlakes Wealth Management, Inc.
UNCHANGED
Shares4,675 from 4,675
Change0 (0%)
Value$246.0K (+$7.8K)
Filed 2026-11-04
B. Riley Wealth Advisors, Inc.
NEW
Shares4,564
Change+4,564
Value$240.1K
Filed 2026-10-13
Diversify Advisory Services, LLC
DECREASED
Shares3,896 from 190,719
Change-186,823 (-98%)
Value$211.0K (-$9.8M)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares3,896 from 190,719
Change-186,823 (-98%)
Value$211.0K (-$9.8M)
Filed 2026-10-20
Hidden Cove Wealth Management, LLC
NEW
Shares3,877
Change+3,877
Value$204.0K
Filed 2026-10-19
Money Concepts Capital Corp
NEW
Shares3,838
Change+3,838
Value$202.0K
Filed 2026-11-06
Citigroup Inc
INCREASED
Shares3,305 from 1,104
Change+2,201 (+199%)
Value$173.9K (+$117.7K)
Filed 2026-11-04
GK Wealth Management LLC
DECREASED
Shares3,221 from 20,720
Change-17,499 (-84%)
Value$169.5K (-$886.2K)
Filed 2026-10-09
US Bancorp \de\
NEW
Shares3,179
Change+3,179
Value$167.3K
Filed 2026-11-05
Latitude Advisors, LLC
NEW
Shares2,990
Change+2,990
Value$157.3K
Filed 2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
INCREASED
Shares2,574 from 1,406
Change+1,168 (+83%)
Value$135.4K (+$63.8K)
Filed 2026-10-14
CoreCap Advisors, LLC
INCREASED
Shares2,410 from 2,365
Change+45 (+2%)
Value$126.8K (+$6.3K)
Filed 2026-10-08
Signaturefd, LLC
DECREASED
Shares1,848 from 2,623
Change-775 (-30%)
Value$97.2K (-$36.4K)
Filed 2026-10-23
Community Bank, N.A.
UNCHANGED
Shares1,550 from 1,550
Change0 (0%)
Value$81.5K (+$2.6K)
Filed 2026-11-06
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares1,325 from 1,325
Change0 (0%)
Value$69.7K (+$2.2K)
Filed 2026-10-13
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares1,283 from 1,138
Change+145 (+13%)
Value$67.5K (+$9.5K)
Filed 2026-10-16
GHP Investment Advisors, Inc.
NEW
Shares1,150
Change+1,150
Value$60.5K
Filed 2026-10-15
Arvest Investments, Inc.
NEW
Shares1,078
Change+1,078
Value$56.7K
Filed 2026-10-21
EverSource Wealth Advisors, LLC
INCREASED
Shares1,003 from 33
Change+970 (+2939%)
Value$52.8K (+$51.1K)
Filed 2026-11-04
Signature Equity Partners, LLC
DECREASED
Shares969 from 1,027
Change-58 (-6%)
Value$51.0K (-$1.3K)
Filed 2026-10-29
Ascentis Independent Advisors
NEW
Shares923
Change+923
Value$48.6K
Filed 2026-11-03
First Command Advisory Services, Inc.
UNCHANGED
Shares856 from 856
Change0 (0%)
Value$45.0K (+$1.4K)
Filed 2026-11-05
Next Level Wealth Planning, LLC
NEW
Shares638
Change+638
Value$33.6K
Filed 2026-10-29
NorthAvenue LLC
UNCHANGED
Shares603 from 603
Change0 (0%)
Value$31.7K (+$1.0K)
Filed 2026-10-29
Chung Wu Investment Group, LLC
UNCHANGED
Shares510 from 510
Change0 (0%)
Value$26.8K (+$851)
Filed 2026-11-03
Assetmark, Inc
INCREASED
Shares443 from 288
Change+155 (+54%)
Value$23.3K (+$8.6K)
Filed 2026-10-21
Manchester Capital Management LLC
UNCHANGED
Shares418 from 418
Change0 (0%)
Value$22.0K (+$698)
Filed 2026-10-22
JFS Wealth Advisors, LLC
UNCHANGED
Shares367 from 367
Change0 (0%)
Value$19.3K (+$613)
Filed 2026-11-03
Rossby Financial, LCC
NEW
Shares360
Change+360
Value$18.9K
Filed 2026-11-05
Bare Financial Services, Inc
NEW
Shares349
Change+349
Value$18.4K
Filed 2026-11-04
Carolina Wealth Advisors, LLC
NEW
Shares316
Change+316
Value$16.6K
Filed 2026-10-23
Creative Capital Management Investments LLC
NEW
Shares238
Change+238
Value$12.5K
Filed 2026-10-28
Nova Financial LLC
NEW
Shares189
Change+189
Value$9.9K
Filed 2026-11-04
Abound Wealth Management
UNCHANGED
Shares188 from 188
Change0 (0%)
Value$9.9K (+$314)
Filed 2026-10-26
Plante Moran Financial Advisors, LLC
NEW
Shares176
Change+176
Value$9.3K
Filed 2026-11-04
Valued Wealth Advisors LLC
UNCHANGED
Shares134 from 134
Change0 (0%)
Value$7.1K (+$224)
Filed 2026-11-05
NBH Bank
UNCHANGED
Shares71 from 71
Change0 (0%)
Value$3.7K (+$119)
Filed 2026-11-05
Lynch Investment Planning, LLC
NEW
Shares50
Change+50
Value$2.6K
Filed 2026-10-27
Central Pacific Bank - Trust Division
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$1.9K (+$62)
Filed 2026-10-06
Beacon Capital Management, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$70 (+$3)
Filed 2026-10-13
Scarborough Advisors, LLC
CLOSED
Shares0 from 14,035
Change-14,035 (-100%)
Value$0 (-$721.0K)
Filed 2026-10-16
Lynx Investment Advisory
CLOSED
Shares0 from 4,621
Change-4,621 (-100%)
Value$0 (-$235.5K)
Filed 2026-10-27
Savant Capital, LLC
CLOSED
Shares0 from 4,388
Change-4,388 (-100%)
Value$0 (-$214.0K)
Filed 2026-11-06
International Assets Investment Management, LLC
CLOSED
Shares0 from 2,300
Change-2,300 (-100%)
Value$0 (-$117.5K)
Filed 2026-11-02
First Horizon Corp
CLOSED
Shares0 from 822
Change-822 (-100%)
Value$0 (-$41.9K)
Filed 2026-10-26
Cornerstone Planning Group LLC
CLOSED
Shares0 from 157
Change-157 (-100%)
Value$0 (-$8.2K)
Filed 2026-10-16
Evermay Wealth Management LLC
CLOSED
Shares0 from 120
Change-120 (-100%)
Value$0 (-$6.1K)
Filed 2026-11-05
Bank of America Corp
N/A
Shares— from 38,242,878
Change-38,242,878 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 17,490,722
Change-17,490,722 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 9,975,366
Change-9,975,366 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 9,411,298
Change-9,411,298 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 7,259,712
Change-7,259,712 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 6,620,755
Change-6,620,755 (-100%)
Value—
UBS Group AG
N/A
Shares— from 5,997,586
Change-5,997,586 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 5,400,725
Change-5,400,725 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 3,809,127
Change-3,809,127 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,450,127
Change-3,450,127 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 2,469,602
Change-2,469,602 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 2,129,491
Change-2,129,491 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,674,245
Change-1,674,245 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,669,830
Change-1,669,830 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,588,721
Change-1,588,721 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 1,277,368
Change-1,277,368 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,190,333
Change-1,190,333 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 1,074,247
Change-1,074,247 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 1,026,122
Change-1,026,122 (-100%)
Value—
Drake & Associates, LLC
N/A
Shares— from 954,581
Change-954,581 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 937,682
Change-937,682 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 879,439
Change-879,439 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 878,615
Change-878,615 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 834,984
Change-834,984 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 781,743
Change-781,743 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 772,527
Change-772,527 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 676,109
Change-676,109 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 665,622
Change-665,622 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 643,078
Change-643,078 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 533,671
Change-533,671 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 500,423
Change-500,423 (-100%)
Value—
Aurdan Capital Management, LLC
N/A
Shares— from 466,713
Change-466,713 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 463,584
Change-463,584 (-100%)
Value—
Retirement Management Systems Inc.
N/A
Shares— from 438,579
Change-438,579 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 430,692
Change-430,692 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 426,694
Change-426,694 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 417,079
Change-417,079 (-100%)
Value—
Keystone Financial Services, LLC
N/A
Shares— from 370,007
Change-370,007 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 366,776
Change-366,776 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 357,046
Change-357,046 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 342,320
Change-342,320 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 313,061
Change-313,061 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 302,541
Change-302,541 (-100%)
Value—
Coign Capital Advisors LLC
N/A
Shares— from 290,191
Change-290,191 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 271,371
Change-271,371 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 267,510
Change-267,510 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 265,977
Change-265,977 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 265,281
Change-265,281 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 255,968
Change-255,968 (-100%)
Value—
Castle Wealth Management LLC
N/A
Shares— from 226,122
Change-226,122 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 224,948
Change-224,948 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 222,228
Change-222,228 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 216,877
Change-216,877 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 204,623
Change-204,623 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 196,468
Change-196,468 (-100%)
Value—
Tower Wealth Partners, Inc.
N/A
Shares— from 187,813
Change-187,813 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 178,233
Change-178,233 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 171,680
Change-171,680 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 167,097
Change-167,097 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 151,747
Change-151,747 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 150,360
Change-150,360 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 148,158
Change-148,158 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 143,278
Change-143,278 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 142,265
Change-142,265 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 125,942
Change-125,942 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 120,750
Change-120,750 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 108,394
Change-108,394 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 107,738
Change-107,738 (-100%)
Value—
Sandhill Capital Partners LLC
N/A
Shares— from 103,276
Change-103,276 (-100%)
Value—
Stephens Inc
N/A
Shares— from 102,776
Change-102,776 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 99,386
Change-99,386 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 99,192
Change-99,192 (-100%)
Value—
&partners
N/A
Shares— from 97,008
Change-97,008 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 96,155
Change-96,155 (-100%)
Value—
Motco
N/A
Shares— from 94,005
Change-94,005 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 90,637
Change-90,637 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 89,674
Change-89,674 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 81,910
Change-81,910 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 74,741
Change-74,741 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 70,688
Change-70,688 (-100%)
Value—
ArborFi Advisors, LLC
N/A
Shares— from 69,977
Change-69,977 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 67,223
Change-67,223 (-100%)
Value—
New Republic Capital, LLC
N/A
Shares— from 58,735
Change-58,735 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 57,445
Change-57,445 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 54,482
Change-54,482 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 53,917
Change-53,917 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 52,524
Change-52,524 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 52,493
Change-52,493 (-100%)
Value—
Heritage Trust Co
N/A
Shares— from 52,234
Change-52,234 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 52,168
Change-52,168 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 50,180
Change-50,180 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 50,002
Change-50,002 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 49,935
Change-49,935 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 46,498
Change-46,498 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 45,368
Change-45,368 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 44,151
Change-44,151 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 43,770
Change-43,770 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 41,775
Change-41,775 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 39,422
Change-39,422 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 39,409
Change-39,409 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 36,500
Change-36,500 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 34,880
Change-34,880 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 32,122
Change-32,122 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 30,907
Change-30,907 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 29,402
Change-29,402 (-100%)
Value—
Integrated Investment Consultants, LLC
N/A
Shares— from 29,129
Change-29,129 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 28,656
Change-28,656 (-100%)
Value—
Greenline Wealth Management LLC
N/A
Shares— from 27,583
Change-27,583 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 26,035
Change-26,035 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 25,503
Change-25,503 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 23,150
Change-23,150 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 22,415
Change-22,415 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 22,080
Change-22,080 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 21,588
Change-21,588 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 21,056
Change-21,056 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 20,904
Change-20,904 (-100%)
Value—
Betterment LLC
N/A
Shares— from 20,099
Change-20,099 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 18,865
Change-18,865 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 17,974
Change-17,974 (-100%)
Value—
Runnymede Capital Advisors, Inc.
N/A
Shares— from 17,564
Change-17,564 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 16,770
Change-16,770 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 16,480
Change-16,480 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 16,193
Change-16,193 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 15,387
Change-15,387 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 15,032
Change-15,032 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 14,967
Change-14,967 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 13,400
Change-13,400 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 12,854
Change-12,854 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 12,680
Change-12,680 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 12,314
Change-12,314 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 12,102
Change-12,102 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 11,338
Change-11,338 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 11,313
Change-11,313 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 11,044
Change-11,044 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 10,602
Change-10,602 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 10,106
Change-10,106 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 9,493
Change-9,493 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 9,414
Change-9,414 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 9,270
Change-9,270 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 9,266
Change-9,266 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 8,813
Change-8,813 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 8,789
Change-8,789 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 8,265
Change-8,265 (-100%)
Value—
Meadowbrook Advisors Group, LLC
N/A
Shares— from 8,252
Change-8,252 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 8,205
Change-8,205 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 8,017
Change-8,017 (-100%)
Value—
FMR LLC
N/A
Shares— from 7,777
Change-7,777 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 7,720
Change-7,720 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 7,550
Change-7,550 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 7,025
Change-7,025 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 6,917
Change-6,917 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 6,751
Change-6,751 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 6,415
Change-6,415 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 6,213
Change-6,213 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 5,900
Change-5,900 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 5,855
Change-5,855 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 5,731
Change-5,731 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 5,238
Change-5,238 (-100%)
Value—
Atlanta Consulting Group Advisors, LLC
N/A
Shares— from 4,720
Change-4,720 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 4,698
Change-4,698 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 4,653
Change-4,653 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 4,552
Change-4,552 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 4,464
Change-4,464 (-100%)
Value—
Aureus Asset Management, LLC
N/A
Shares— from 4,407
Change-4,407 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 4,166
Change-4,166 (-100%)
Value—
Three Cord True Wealth Management, LLC
N/A
Shares— from 3,992
Change-3,992 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 3,927
Change-3,927 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 3,054
Change-3,054 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 2,336
Change-2,336 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,943
Change-1,943 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 1,675
Change-1,675 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,574
Change-1,574 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 1,300
Change-1,300 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,119
Change-1,119 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 770
Change-770 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 479
Change-479 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 443
Change-443 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 438
Change-438 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 415
Change-415 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 415
Change-415 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 250
Change-250 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 219
Change-219 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 197
Change-197 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 174
Change-174 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 164
Change-164 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 127
Change-127 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 85
Change-85 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 72
Change-72 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 49
Change-49 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 26
Change-26 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 25
Change-25 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Cullen T Bankers, Inc.
INCREASED8,727,9988,610,022+117,976+1%$438.7M$459.3M+$20.6M2026-10-28
Commonwealth Equity Services, LLC
INCREASED8,524,7467,976,865+547,881+7%$406.4M$448.6M+$42.2M2026-11-02
Cambridge Investment Research Advisors, Inc.
INCREASED3,028,2382,895,121+133,117+5%$147.5M$159.3K-$147.3M2026-11-02
Allegheny Financial Group
INCREASED2,837,0352,609,319+227,716+9%$132.9M$149.3M+$16.3M2026-11-05
Amplius Wealth Advisors, LLC
DECREASED2,011,9292,038,034-26,105-1%$103.8M$105.9M+$2.0M2026-10-20
RFG Advisory, LLC
INCREASED1,589,6111,011,811+577,800+57%$51.6M$83.6M+$32.1M2026-11-03
Opal Wealth Advisors, LLC
DECREASED1,555,3691,562,614-7,2450%$79.6M$81.8M+$2.2M2026-10-16
Kestra Advisory Services, LLC
INCREASED1,529,3561,392,651+136,705+10%$71.0M$80.5M+$9.5M2026-11-02
Oak Barrel Wealth Advisory LLC
INCREASED1,499,4001,442,912+56,488+4%$73.5M$78.9M+$5.4M2026-11-05
SAX Wealth Advisors, LLC
INCREASED1,060,337841,845+218,492+26%$39.1M$55.8M+$16.7M2026-10-13
Auctus Advisors LLC
INCREASED950,048944,825+5,223+1%$48.1M$50.0M+$1.9M2026-10-23
Harbor Group, Inc.
INCREASED894,128876,338+17,790+2%$44.6M$47.0M+$2.4M2026-10-14
Summit Investment Advisory Services, LLC
DECREASED859,467865,998-6,531-1%$44.1M$45.2M+$1.1M2026-11-03
Midwest Capital Advisors, LLC
INCREASED804,868206,524+598,344+290%$10.5M$42.4M+$31.8M2026-11-04
Thrivent Financial for Lutherans
NEW798,605—+798,605——$42.0K—2026-11-05
GGM Financial LLC
DECREASED777,819802,017-24,198-3%$40.9M$40.9M+$66.1K2026-11-05
Embree Financial Group
DECREASED736,332782,122-45,790-6%$39.8M$38.7M-$1.1M2026-10-22
AdvisorNet Financial, Inc
INCREASED725,630625,172+100,458+16%$31.9M$39.1M+$7.3M2026-10-15
Elevation Point Wealth Partners, LLC
NEW689,763—+689,763——$36.8M—2026-11-05
Baker Tilly Wealth Management, LLC
INCREASED646,818592,732+54,086+9%$30.2M$34.0M+$3.8M2026-10-05
Marks Group Wealth Management, Inc
INCREASED641,218582,267+58,951+10%$29.7M$33.7M+$4.1M2026-11-05
Wealth Enhancement Advisory Services, LLC
INCREASED629,154621,442+7,712+1%$32.2M$33.7M+$1.5M2026-10-13
Sowa Financial Group, Inc.
INCREASED588,315587,209+1,106+0%$29.9M$31.0K-$29.9M2026-10-26
Bucket List Wealth Management, LLC
INCREASED541,630523,231+18,399+4%$26.7M$28.5M+$1.8M2026-10-22
Atria Investments, Inc
INCREASED490,897397,686+93,211+23%$20.3M$25.8M+$5.6M2026-10-15
Fort Washington Investment Advisors Inc
DECREASED458,390559,528-101,138-18%$28.5M$24.1M-$4.4M2026-10-15
Adamsbrown Wealth Consultants LLC
INCREASED443,556424,275+19,281+5%$21.6M$23.3M+$1.7M2026-10-20
PNC Financial Services Group, Inc.
INCREASED438,205326,990+111,215+34%$16.7M$23.1M+$6.4M2026-11-06
Redhawk Wealth Advisors, Inc.
INCREASED424,118386,316+37,802+10%$19.7M$22.3M+$2.6M2026-10-14
Towneley Capital Management, Inc / de
DECREASED418,247429,046-10,799-3%$21.9M$22.0M+$148.3K2026-10-09
Frontier Asset Management, LLC
INCREASED415,681413,101+2,580+1%$21.0M$21.9M+$825.6K2026-10-28
Truist Financial Corp
INCREASED395,110374,301+20,809+6%$19.1M$20.8M+$1.7M2026-10-30
Kestra Private Wealth Services, LLC
DECREASED366,254374,669-8,415-2%$19.1M$19.3M+$182.9K2026-11-06
Cooper Financial Group
INCREASED336,735330,397+6,338+2%$16.8M$17.7M+$885.3K2026-10-07
BridgePort Financial Solutions, LLC
DECREASED333,679338,432-4,753-1%$17.2M$17.6M+$315.1K2026-11-02
Able Wealth Management LLC
INCREASED333,205333,118+87+0%$17.0M$17.7M+$737.5K2026-10-13
Merit Financial Group, LLC
INCREASED332,129304,469+27,660+9%$15.5M$17.5M+$2.0M2026-11-06
IVC Wealth Advisors LLC
INCREASED318,812318,688+124+0%$16.2M$16.8M+$538.8K2026-10-23
Central Trust Co
INCREASED309,923303,031+6,892+2%$15.4M$16.3M+$868.7K2026-11-05
Trademark Financial Management, LLC
INCREASED288,698274,399+14,299+5%$14.0M$15.2M+$1.2M2026-10-23
Key Client Fiduciary Advisors, LLC
INCREASED277,051247,817+29,234+12%$12.6M$14.6M+$2.0M2026-10-19
Greenbush Financial Group, LLC
NEW270,184—+270,184——$14.2M—2026-10-15
IFP Advisors, Inc
INCREASED268,688155,153+113,535+73%$7.9M$14.1M+$6.2M2026-10-16
Green Ridge Wealth Planning LLC
INCREASED259,011206,505+52,506+25%$10.5M$13.6M+$3.1M2026-10-08
Weil Company, Inc.
INCREASED258,040248,564+9,476+4%$12.7M$13.6M+$913.7K2026-10-14
Integrated Advisors Network LLC
INCREASED245,629234,538+11,091+5%$11.9M$12.9M+$975.3K2026-10-20
J.W. Cole Advisors, Inc.
INCREASED237,945212,837+25,108+12%$10.8M$12.5M+$1.7M2026-11-05
Kelleher Financial Advisors
INCREASED230,332212,050+18,282+9%$10.8M$12.1M+$1.3M2026-10-30
Brookstone Capital Management
INCREASED219,278146,923+72,355+49%$7.5M$11.5M+$4.1M2026-10-22
New England Private Wealth Advisors LLC
INCREASED216,829211,845+4,984+2%$11.1M$11.4M+$306.8K2026-10-19
Robinson Smith Wealth Advisors LLC
INCREASED207,660197,348+10,312+5%$10.1M$10.9M+$872.2K2026-10-22
MGO One Seven LLC
DECREASED204,574214,049-9,475-4%$10.9M$10.8M-$141.1K2026-10-28
Colonial River Investments, LLC
INCREASED197,904173,578+24,326+14%$8.8M$10.4M+$1.6M2026-10-19
StoneCrest Wealth Management, Inc.
DECREASED194,764197,882-3,118-2%$10.1M$10.2M+$166.4K2026-11-03
Cornerstone Wealth Management, LLC
DECREASED181,283191,886-10,603-6%$9.8M$9.5M-$237.5K2026-11-04
Foundry Financial Group, Inc.
INCREASED173,017171,370+1,647+1%$8.7M$9.1M+$372.9K2026-10-28
Bank of New York Mellon Corp
INCREASED172,056132,948+39,108+29%$6.8M$9.1M+$2.3M2026-11-05
Midwest Financial Group LLC
INCREASED166,724165,608+1,116+1%$8.4M$8.8M+$335.3K2026-10-15
Visionary Wealth Advisors
DECREASED164,310172,192-7,882-5%$8.8M$8.6M-$127.2K2026-11-04
Farther Finance Advisors, LLC
INCREASED162,02026,123+135,897+520%$1.3M$8.5M+$7.2M2026-10-08
Sumitomo Mitsui Trust Group, Inc.
INCREASED155,096128,152+26,944+21%$6.5M$8.2M+$1.6M2026-10-29
Sigma Planning Corp
INCREASED144,674130,746+13,928+11%$6.7M$7.6M+$951.2K2026-10-23
Secure Asset Management, LLC
INCREASED143,316124,588+18,728+15%$6.3M$7.5M+$1.2M2026-10-19
Uniting Wealth Partners, LLC
INCREASED139,297138,850+447+0%$7.1M$7.3M+$255.4K2026-11-06
Everest Financial Group LLC
INCREASED136,43776,152+60,285+79%$3.9M$7.2M+$3.3M2026-11-06
Sovran Advisors, LLC
INCREASED133,740130,296+3,444+3%$6.9M$7.3M+$427.3K2026-11-02
Prosperity Financial Group, Inc.
DECREASED132,042133,615-1,573-1%$6.8M$6.9M+$140.4K2026-10-29
ERn Financial, LLC
DECREASED131,759132,470-711-1%$6.7M$6.9M+$183.8K2026-10-28
Patriot Financial Group Insurance Agency, LLC
INCREASED131,529127,514+4,015+3%$6.5M$6.9M+$424.2K2026-10-14
ATX Financial Planning, LLC
INCREASED124,871106,318+18,553+17%$5.4M$6.6M+$1.2M2026-10-14
SeaCrest Wealth Management, LLC
INCREASED124,530117,096+7,434+6%$6.0M$6.6M+$586.7K2026-10-21
Ballew Advisors, Inc
INCREASED115,07693,076+22,000+24%$4.8M$6.1M+$1.3M2026-10-05
Clarity Asset Management, Inc.
INCREASED106,94799,391+7,556+8%$5.1M$5.6M+$563.6K2026-10-14
Indivisible Partners
INCREASED105,55993,494+12,065+13%$4.8M$5.6M+$791.0K2026-10-26
Elyxium Wealth, LLC
DECREASED105,157119,719-14,562-12%$6.1M$5.5M-$566.3K2026-10-27
RDA Financial Network
DECREASED103,562107,851-4,289-4%$5.5M$5.4M-$45.6K2026-10-15
Empire Life Investments Inc.
DECREASED101,439108,339-6,900-6%$5.5M$5.3M-$179.7K2026-11-06
Tempus Wealth Planning, LLC
INCREASED99,60692,966+6,640+7%$4.7M$5.2M+$504.7K2026-10-14
USAdvisors Wealth Management, LLC
INCREASED92,68592,647+38+0%$4.7M$4.9K-$4.7M2026-10-21
Fifth Third Securities, Inc.
INCREASED82,32261,374+20,948+34%$3.1M$4.3M+$1.2M2026-10-21
Signature Estate & Investment Advisors LLC
INCREASED78,56176,746+1,815+2%$3.9M$4.1M+$223.7K2026-10-13
Wavvest Wealth LLC
NEW78,503—+78,503——$4.1M—2026-10-21
Concurrent Investment Advisors, LLC
NEW78,440—+78,440——$4.1M—2026-10-16
Spire Wealth Management
INCREASED78,18075,212+2,968+4%$3.8M$4.1M+$281.8K2026-10-30
Athena Wealth Management, LLC
INCREASED77,86275,508+2,354+3%$3.8M$4.1M+$250.0K2026-10-09
Patten Group, Inc.
INCREASED76,05252,725+23,327+44%$2.7M$4.0M+$1.3M2026-10-26
Laurel Wealth Planning LLC
DECREASED75,98376,636-653-1%$3.9M$4.0M+$93.6K2026-11-02
Victory Financial Group, LLC
INCREASED73,60370,595+3,008+4%$3.6M$3.9M+$276.2K2026-10-27
Wedbush Securities Inc
INCREASED66,68159,488+7,193+12%$3.0M$3.5K-$3.0M2026-10-22
First United Bank & Trust
INCREASED65,39449,833+15,561+31%$2.5M$3.4M+$902.0K2026-10-22
Macroview Investment Management LLC
INCREASED62,25660,530+1,726+3%$3.1M$3.3M+$191.9K2026-10-26
Advisory Resource Group
DECREASED62,04962,720-671-1%$3.2M$3.3M+$69.4K2026-10-26
Wealthcare Advisory Partners LLC
INCREASED59,54858,677+871+1%$3.0M$3.1M+$143.8K2026-10-21
FSA Wealth Partners, Inc.
INCREASED59,29148,305+10,986+23%$2.5M$3.1M+$658.8K2026-10-26
D.A. Davidson & Co.
INCREASED58,70654,925+3,781+7%$2.8M$3.1M+$290.7K2026-10-28
Breakwater Capital Group
INCREASED54,36045,216+9,144+20%$2.3M$2.9M+$556.6K2026-10-09
Dynamic Advisor Solutions LLC
INCREASED54,25849,994+4,264+9%$2.5M$2.9M+$307.9K2026-10-13
Cedar Mountain Advisors, LLC
INCREASED53,99914,166+39,833+281%$721.8K$2.8M+$2.1M2026-10-15
WJ Wealth Management, LLC
INCREASED52,69342,045+10,648+25%$2.1M$2.8M+$630.5K2026-11-03
Clark Wealth Partners
DECREASED52,45052,727-277-1%$2.7M$2.8M+$73.5K2026-10-19
Peck Wealth Management, LLC
INCREASED51,98750,435+1,552+3%$2.6M$2.7M+$165.9K2026-10-29
Briggs Wealth Management, Inc
INCREASED50,98450,824+160+0%$2.6M$2.7M+$93.3K2026-10-26
Golden State Wealth Management, LLC
INCREASED50,761125+50,636+40509%$6.4K$2.7M+$2.7M2026-11-02
Axxcess Wealth Management, LLC
INCREASED47,91743,776+4,141+9%$2.2M$2.5M+$291.0K2026-10-21
Flagship Harbor Advisors, LLC
INCREASED46,81811,006+35,812+325%$560.8K$2.5M+$1.9M2026-10-26
Kingsman Wealth Management, Inc.
INCREASED43,97535,952+8,023+22%$1.8M$2.3M+$482.2K2026-10-13
Independent Financial Group, LLC
INCREASED43,68439,708+3,976+10%$2.0M$2.3M+$275.5K2026-10-13
Cordgrass Capital Advisors, LLC
INCREASED43,19438,992+4,202+11%$2.0M$2.3M+$286.2K2026-10-30
Richards, Merrill & Peterson, Inc.
INCREASED38,99024,660+14,330+58%$1.3M$2.1M+$795.2K2026-10-19
Vise Technologies, Inc.
INCREASED38,15625,921+12,235+47%$1.3M$2.0M+$687.1K2026-10-29
Provident Wealth Management, LLC
DECREASED37,10749,000-11,893-24%$2.5M$2.0M-$544.0K2026-10-20
WealthCare Investment Partners, LLC
DECREASED36,84036,912-720%$1.9M$1.9M+$57.8K2026-11-05
Fifth Third Bancorp
INCREASED36,25134,586+1,665+5%$1.8M$1.9M+$145.4K2026-11-05
Hicks Capital Management LLC
UNCHANGED33,32633,32600%$1.7M$1.7M$02026-10-20
Focus Financial Network, Inc.
INCREASED30,01925,976+4,043+16%$1.3M$1.6M+$256.1K2026-10-14
RMR Wealth Builders
INCREASED24,88424,847+37+0%$1.3M$1.3M+$43.4K2026-10-22
Vicus Capital
INCREASED24,44816,721+7,727+46%$852.0K$1.3M+$434.5K2026-11-05
Cox Capital Mgt LLC
DECREASED21,63022,185-555-2%$1.1M$1.1M+$7.8K2026-10-07
Prospera Financial Services Inc
INCREASED19,61717,057+2,560+15%$869.0K$1.1M+$204.4K2026-11-04
Mayfair Advisory Group, LLC
INCREASED19,57718,702+875+5%$980.2K$1.0M+$50.0K2026-10-20
Flynn Zito Capital Management, LLC
NEW19,449—+19,449——$1.0M—2026-11-04
Accurate Wealth Management, LLC
INCREASED19,19916,921+2,278+13%$876.8K$1.0M+$162.0K2026-10-20
Wespac Advisors, LLC
DECREASED19,08947,789-28,700-60%$2.4M$1.0M-$1.4M2026-10-26
John W. Brooker & Co., CPAs
INCREASED18,95217,964+988+6%$915.3K$997.2K+$82.0K2026-10-21
Founders Financial Securities LLC
NEW18,492—+18,492——$973.0K—2026-10-28
Manchester Financial Inc
INCREASED18,30913,078+5,231+40%$666.3K$963.4K+$297.1K2026-10-15
Verdence Capital Advisors LLC
INCREASED17,17316,494+679+4%$840.4K$903.7K+$63.3K2026-10-26
Simplicity Wealth,LLC
DECREASED17,02917,769-740-4%$905.3K$896.1K-$9.3K2026-10-23
Private Trust Co NA
INCREASED16,77413,314+3,460+26%$678.3K$882.6K+$204.3K2026-10-20
Elevation Wealth Management LLC
INCREASED16,1349,770+6,364+65%$497.8K$849.0K+$351.2K2026-11-02
StoneX Group Inc.
INCREASED15,70210,660+5,042+47%$543.7K$826.2K+$282.5K2026-11-03
Clear Point Advisors Inc.
INCREASED15,22715,190+37+0%$773.9K$801.2K+$27.3K2026-10-30
Clearstead Advisors, LLC
INCREASED15,1893,077+12,112+394%$156.8K$799.2K+$642.4K2026-11-06
Greenwood Gearhart LLC
INCREASED15,02312,924+2,099+16%$658.5K$790.5K+$132.0K2026-11-02
Processus Wealth & Capital Management, LLC
INCREASED14,82414,486+338+2%$738.1K$780.0K+$42.0K2026-10-16
Cyndeo Wealth Partners, LLC
DECREASED14,82115,967-1,146-7%$813.5K$779.9K-$33.6K2026-10-16
Advisortrust Partners, LLC
INCREASED14,5459,109+5,436+60%$464.1K$765.4K+$301.3K2026-11-02
Basso Capital Management, L.P.
NEW14,454—+14,454——$760.6K—2026-10-30
Avantax Planning Partners, Inc.
DECREASED13,61513,638-230%$694.9K$716.4K+$21.6K2026-11-03
Fire Capital Management LLC
NEW12,988—+12,988——$683.4K—2026-10-27
Third View Private Wealth, LLC
INCREASED12,27812,162+116+1%$619.7K$646.1K+$26.4K2026-10-30
KPP Advisory Services LLC
NEW12,095—+12,095——$636.4K—2026-10-26
Flagship Wealth Advisors, LLC
UNCHANGED12,04112,04100%$613.5K$633.6K+$20.1K2026-11-03
Foster Victor Wealth Advisors, LLC
UNCHANGED11,79411,79400%$610.1K$635.0K+$24.9K2026-10-21
First Bank & Trust
INCREASED11,6939,737+1,956+20%$496.1K$615.3K+$119.2K2026-10-19
Advisor OS, LLC
INCREASED11,5248,427+3,097+37%$429.4K$606.4K+$177.0K2026-11-03
R2 Capital Strategies, LLC
INCREASED11,25211,243+9+0%$572.8K$592.1K+$19.2K2026-10-15
Apollon Wealth Management, LLC
INCREASED10,78010,636+144+1%$541.9K$567.2K+$25.3K2026-10-23
Heritage Wealth Management, Inc.
INCREASED10,4377,630+2,807+37%$388.7K$549.2K+$160.4K2026-10-28
Sowell Financial Services LLC
NEW10,411—+10,411——$547.8K—2026-10-23
Strategic Blueprint, LLC
DECREASED10,28411,229-945-8%$572.1K$541.1K-$31.0K2026-10-22
Perigon Wealth Management, LLC
INCREASED10,08810,082+6+0%$513.7K$530.8K+$17.1K2026-10-22
Sentinel Pension Advisors, LLC
UNCHANGED9,4919,49100%$493.1K$499.4K+$6.4K2026-11-02
Park Avenue Securities LLC
INCREASED9,0468,933+113+1%$455.0K$476-$454.5K2026-10-26
Marin Bay Wealth Advisors, LLC
INCREASED8,8198,474+345+4%$431.8K$464.1K+$32.3K2026-10-28
Carnegie Investment Counsel
UNCHANGED8,5638,56300%$436.3K$450.6K+$14.3K2026-10-20
Creative Financial Designs Inc
DECREASED8,5408,896-356-4%$453.3K$449.4K-$3.9K2026-11-04
Next Level Private LLC
INCREASED8,0556,001+2,054+34%$305.7K$423.9K+$118.1K2026-10-20
Lantern Wealth Advisors, LLC
DECREASED7,8888,094-206-3%$412.4K$415.0K+$2.7K2026-10-22
Capital Investment Advisory Services, LLC
NEW7,879—+7,879——$414.6K—2026-10-30
Encompass More Asset Management
INCREASED7,8364,677+3,159+68%$238.3K$412.3K+$174.0K2026-10-16
Facet Wealth, Inc.
DECREASED7,53910,232-2,693-26%$521.3K$396.7K-$124.6K2026-11-04
HB Wealth Management, LLC
NEW7,401—+7,401——$389.4K—2026-10-23
Carlson Financial, Inc.
INCREASED7,2376,485+752+12%$330.4K$380.8K+$50.4K2026-11-05
Bokf, NA
UNCHANGED6,7296,72900%$342.8K$354.1K+$11.2K2026-10-27
Principle Wealth Partners LLC
UNCHANGED6,5506,55000%$333.7K$344.7K+$10.9K2026-11-02
Revisor Wealth Management LLC
UNCHANGED6,4426,44200%$328.2K$343.4K+$15.3K2026-10-20
John A. Wolfe & Associates, Inc.
INCREASED6,0495,119+930+18%$260.9K$318.3K+$57.5K2026-11-06
XY Planning Network, Inc.
NEW5,722—+5,722——$301.1K—2026-10-14
Level Four Advisory Services, LLC
NEW5,587—+5,587——$294.0K—2026-11-06
Insight Wealth Partners, LLC
DECREASED5,4247,411-1,987-27%$377.6K$285.4K-$92.2K2026-10-26
Waldron Private Wealth LLC
DECREASED5,3546,784-1,430-21%$345.6K$281.7K-$63.9K2026-11-02
Creative Planning
DECREASED5,2285,377-149-3%$273.9K$275.1K+$1.2K2026-11-02
Baron Wealth Management LLC
UNCHANGED5,2125,21200%$265.6K$274.3K+$8.7K2026-10-27
Summit Wealth Group LLC / Co
NEW4,821—+4,821——$253.7K—2026-10-29
Fingerlakes Wealth Management, Inc.
UNCHANGED4,6754,67500%$238.2K$246.0K+$7.8K2026-11-04
B. Riley Wealth Advisors, Inc.
NEW4,564—+4,564——$240.1K—2026-10-13
Diversify Advisory Services, LLC
DECREASED3,896190,719-186,823-98%$10.0M$211.0K-$9.8M2026-10-20
Diversify Wealth Management, LLC
DECREASED3,896190,719-186,823-98%$10.0M$211.0K-$9.8M2026-10-20
Hidden Cove Wealth Management, LLC
NEW3,877—+3,877——$204.0K—2026-10-19
Money Concepts Capital Corp
NEW3,838—+3,838——$202.0K—2026-11-06
Citigroup Inc
INCREASED3,3051,104+2,201+199%$56.2K$173.9K+$117.7K2026-11-04
GK Wealth Management LLC
DECREASED3,22120,720-17,499-84%$1.1M$169.5K-$886.2K2026-10-09
US Bancorp \de\
NEW3,179—+3,179——$167.3K—2026-11-05
Latitude Advisors, LLC
NEW2,990—+2,990——$157.3K—2026-10-27
Thurston, Springer, Miller, Herd & Titak, Inc.
INCREASED2,5741,406+1,168+83%$71.6K$135.4K+$63.8K2026-10-14
CoreCap Advisors, LLC
INCREASED2,4102,365+45+2%$120.5K$126.8K+$6.3K2026-10-08
Signaturefd, LLC
DECREASED1,8482,623-775-30%$133.6K$97.2K-$36.4K2026-10-23
Community Bank, N.A.
UNCHANGED1,5501,55000%$79.0K$81.5K+$2.6K2026-11-06
Beacon Investment Advisory Services, Inc.
UNCHANGED1,3251,32500%$67.5K$69.7K+$2.2K2026-10-13
Pension & Wealth Management Advisors, Inc.
INCREASED1,2831,138+145+13%$58.0K$67.5K+$9.5K2026-10-16
GHP Investment Advisors, Inc.
NEW1,150—+1,150——$60.5K—2026-10-15
Arvest Investments, Inc.
NEW1,078—+1,078——$56.7K—2026-10-21
EverSource Wealth Advisors, LLC
INCREASED1,00333+970+2939%$1.7K$52.8K+$51.1K2026-11-04
Signature Equity Partners, LLC
DECREASED9691,027-58-6%$52.3K$51.0K-$1.3K2026-10-29
Ascentis Independent Advisors
NEW923—+923——$48.6K—2026-11-03
First Command Advisory Services, Inc.
UNCHANGED85685600%$43.6K$45.0K+$1.4K2026-11-05
Next Level Wealth Planning, LLC
NEW638—+638——$33.6K—2026-10-29
NorthAvenue LLC
UNCHANGED60360300%$30.7K$31.7K+$1.0K2026-10-29
Chung Wu Investment Group, LLC
UNCHANGED51051000%$26.0K$26.8K+$8512026-11-03
Assetmark, Inc
INCREASED443288+155+54%$14.7K$23.3K+$8.6K2026-10-21
Manchester Capital Management LLC
UNCHANGED41841800%$21.3K$22.0K+$6982026-10-22
JFS Wealth Advisors, LLC
UNCHANGED36736700%$18.7K$19.3K+$6132026-11-03
Rossby Financial, LCC
NEW360—+360——$18.9K—2026-11-05
Bare Financial Services, Inc
NEW349—+349——$18.4K—2026-11-04
Carolina Wealth Advisors, LLC
NEW316—+316——$16.6K—2026-10-23
Creative Capital Management Investments LLC
NEW238—+238——$12.5K—2026-10-28
Nova Financial LLC
NEW189—+189——$9.9K—2026-11-04
Abound Wealth Management
UNCHANGED18818800%$9.6K$9.9K+$3142026-10-26
Plante Moran Financial Advisors, LLC
NEW176—+176——$9.3K—2026-11-04
Valued Wealth Advisors LLC
UNCHANGED13413400%$6.8K$7.1K+$2242026-11-05
NBH Bank
UNCHANGED717100%$3.6K$3.7K+$1192026-11-05
Lynch Investment Planning, LLC
NEW50—+50——$2.6K—2026-10-27
Central Pacific Bank - Trust Division
UNCHANGED373700%$1.9K$1.9K+$622026-10-06
Beacon Capital Management, Inc.
UNCHANGED1100%$67$70+$32026-10-13
Scarborough Advisors, LLC
CLOSED014,035-14,035-100%$721.0K$0-$721.0K2026-10-16
Lynx Investment Advisory
CLOSED04,621-4,621-100%$235.5K$0-$235.5K2026-10-27
Savant Capital, LLC
CLOSED04,388-4,388-100%$214.0K$0-$214.0K2026-11-06
International Assets Investment Management, LLC
CLOSED02,300-2,300-100%$117.5K$0-$117.5K2026-11-02
First Horizon Corp
CLOSED0822-822-100%$41.9K$0-$41.9K2026-10-26
Cornerstone Planning Group LLC
CLOSED0157-157-100%$8.2K$0-$8.2K2026-10-16
Evermay Wealth Management LLC
CLOSED0120-120-100%$6.1K$0-$6.1K2026-11-05
Bank of America Corp
N/A—38,242,878-38,242,878-100%$1.9B———
Morgan Stanley
N/A—17,490,722-17,490,722-100%$891.2M———
LPL Financial LLC
N/A—9,975,366-9,975,366-100%$508.2M———
Cetera Investment Advisers
N/A—9,411,298-9,411,298-100%$479.5M———
Glenmede Trust Co NA
N/A—7,259,712-7,259,712-100%$369.9M———
Northwestern Mutual Wealth Management Co
N/A—6,620,755-6,620,755-100%$337.3M———
UBS Group AG
N/A—5,997,586-5,997,586-100%$305.6M———
Envestnet Asset Management Inc
N/A—5,400,725-5,400,725-100%$275.2M———
Modern Wealth Management, LLC
N/A—3,809,127-3,809,127-100%$194.1M———
Wells Fargo & Company
N/A—3,450,127-3,450,127-100%$175.8M———
Stifel Financial Corp
N/A—2,469,602-2,469,602-100%$125.8M———
Janney Montgomery Scott LLC
N/A—2,129,491-2,129,491-100%$108.5M———
Osaic Holdings, Inc.
N/A—1,674,245-1,674,245-100%$85.3M———
Jones Financial Companies Lllp
N/A—1,669,830-1,669,830-100%$85.1M———
HighTower Advisors, LLC
N/A—1,588,721-1,588,721-100%$80.9M———
Sanctuary Advisors, LLC
N/A—1,277,368-1,277,368-100%$65.1M———
Capital Analysts, LLC
N/A—1,190,333-1,190,333-100%$60.6M———
Bleakley Financial Group, LLC
N/A—1,074,247-1,074,247-100%$54.7M———
Wealthspire Advisors, LLC
N/A—1,026,122-1,026,122-100%$52.3M———
Drake & Associates, LLC
N/A—954,581-954,581-100%$48.6M———
MML Investors Services, LLC
N/A—937,682-937,682-100%$47.8M———
Geneos Wealth Management Inc.
N/A—879,439-879,439-100%$44.8M———
M&T Bank Corp
N/A—878,615-878,615-100%$44.8M———
Rockefeller Capital Management L.P.
N/A—834,984-834,984-100%$42.5M———
Hancock Whitney Corp
N/A—781,743-781,743-100%$39.8M———
Bouchey Financial Group, Ltd.
N/A—772,527-772,527-100%$39.4M———
Arete Wealth Advisors, LLC
N/A—676,109-676,109-100%$34.4M———
OneDigital Investment Advisors LLC
N/A—665,622-665,622-100%$33.9M———
Steward Partners Investment Advisory, LLC
N/A—643,078-643,078-100%$32.8M———
Private Advisor Group, LLC
N/A—533,671-533,671-100%$27.2M———
Baird Financial Group, Inc.
N/A—500,423-500,423-100%$25.5M———
Aurdan Capital Management, LLC
N/A—466,713-466,713-100%$23.8M———
MAI Capital Management
N/A—463,584-463,584-100%$23.6M———
Retirement Management Systems Inc.
N/A—438,579-438,579-100%$22.3M———
Snowden Capital Advisors LLC
N/A—430,692-430,692-100%$21.9M———
Dogwood Wealth Management LLC
N/A—426,694-426,694-100%$21.7M———
Silver OAK Securities, Incorporated
N/A—417,079-417,079-100%$21.3M———
Keystone Financial Services, LLC
N/A—370,007-370,007-100%$18.9M———
Valmark Advisers, Inc.
N/A—366,776-366,776-100%$18.7M———
Haverford Trust Co
N/A—357,046-357,046-100%$18.2M———
Ameritas Advisory Services, LLC
N/A—342,320-342,320-100%$17.4M———
Stratos Investment Management, LLC
N/A—313,061-313,061-100%$16.0M———
JPMorgan Chase & Co
N/A—302,541-302,541-100%$15.5M———
Coign Capital Advisors LLC
N/A—290,191-290,191-100%$14.8M———
Harbour Investments, Inc.
N/A—271,371-271,371-100%$13.8M———
Rollins Financial Advisors, LLC
N/A—267,510-267,510-100%$13.6M———
Qube Research & Technologies Ltd
N/A—265,977-265,977-100%$13.6M———
Smartleaf Asset Management LLC
N/A—265,281-265,281-100%$13.6M———
Royal Bank of Canada
N/A—255,968-255,968-100%$13.0M———
Castle Wealth Management LLC
N/A—226,122-226,122-100%$11.5M———
Arax Advisory Partners
N/A—224,948-224,948-100%$11.5M———
Centaurus Financial, Inc.
N/A—222,228-222,228-100%$11.3M———
Stonebridge Financial Group, LLC / MO
N/A—216,877-216,877-100%$11.0M———
Stratos Wealth Partners, Ltd.
N/A—204,623-204,623-100%$10.4M———
Horizon Family Wealth, Inc.
N/A—196,468-196,468-100%$10.0M———
Tower Wealth Partners, Inc.
N/A—187,813-187,813-100%$9.6M———
Mercer Global Advisors Inc
N/A—178,233-178,233-100%$9.1M———
Denver Wealth Management, Inc.
N/A—171,680-171,680-100%$8.7M———
Vestmark Advisory Solutions, Inc.
N/A—167,097-167,097-100%$8.5M———
Per Stirling Capital Management, Llc.
N/A—151,747-151,747-100%$7.7M———
Essex Financial Services, Inc.
N/A—150,360-150,360-100%$7.7M———
Summit Financial, LLC
N/A—148,158-148,158-100%$7.5M———
N.E.W. Advisory Services LLC
N/A—143,278-143,278-100%$7.3M———
Goldman Sachs Group Inc
N/A—142,265-142,265-100%$7.2M———
Raymond James Financial Inc
N/A—125,942-125,942-100%$6.4M———
Cannon Wealth Management Services, LLC
N/A—120,750-120,750-100%$6.2M———
Beacon Pointe Advisors, LLC
N/A—108,394-108,394-100%$5.5M———
IFG Advisory, LLC
N/A—107,738-107,738-100%$5.5M———
Sandhill Capital Partners LLC
N/A—103,276-103,276-100%$5.3M———
Stephens Inc
N/A—102,776-102,776-100%$5.2M———
Silvercrest Asset Management Group LLC
N/A—99,386-99,386-100%$5.1M———
Kingsview Wealth Management, LLC
N/A—99,192-99,192-100%$5.1M———
&partners
N/A—97,008-97,008-100%$4.9M———
Mutual Advisors, LLC
N/A—96,155-96,155-100%$4.9M———
Motco
N/A—94,005-94,005-100%$4.8M———
Equitable Holdings, Inc.
N/A—90,637-90,637-100%$4.6M———
Marshall Wace, LLP
N/A—89,674-89,674-100%$4.6M———
Belpointe Asset Management LLC
N/A—81,910-81,910-100%$4.2M———
Faithward Advisors, LLC
N/A—74,741-74,741-100%$3.8M———
CreativeOne Wealth, LLC
N/A—70,688-70,688-100%$3.6M———
ArborFi Advisors, LLC
N/A—69,977-69,977-100%$3.6M———
Continuum Advisory, LLC
N/A—67,223-67,223-100%$3.4M———
New Republic Capital, LLC
N/A—58,735-58,735-100%$3.0M———
Natixis Advisors, LLC
N/A—57,445-57,445-100%$2.9M———
World Investment Advisors
N/A—54,482-54,482-100%$2.7M———
Prostatis Group LLC
N/A—53,917-53,917-100%$2.7M———
Waverly Advisors, LLC
N/A—52,524-52,524-100%$2.7M———
Global Retirement Partners, LLC
N/A—52,493-52,493-100%$2.7M———
Heritage Trust Co
N/A—52,234-52,234-100%$2.7M———
Sonoma Allocations LLC
N/A—52,168-52,168-100%$2.7M———
Barnes Pettey Financial Advisors, LLC
N/A—50,180-50,180-100%$2.6M———
Xcelsior Advisor Partners LLC
N/A—50,002-50,002-100%$2.5M———
Quantinno Capital Management LP
N/A—49,935-49,935-100%$2.5M———
Benjamin Edwards Inc
N/A—46,498-46,498-100%$2.4M———
Chevy Chase Trust Holdings, LLC
N/A—45,368-45,368-100%$2.3M———
Nuveen, LLC
N/A—44,151-44,151-100%$2.2M———
Quadrature Capital Ltd
N/A—43,770-43,770-100%$2.2M———
Insigneo Advisory Services, LLC
N/A—41,775-41,775-100%$2.1M———
Cozad Asset Management Inc
N/A—39,422-39,422-100%$2.0M———
Beacon Bridge Wealth Partners, LLC
N/A—39,409-39,409-100%$2.0M———
Renaissance Technologies LLC
N/A—36,500-36,500-100%$1.9M———
JT Stratford LLC
N/A—34,880-34,880-100%$1.8M———
Federation des caisses Desjardins du Quebec
N/A—32,122-32,122-100%$1.6M———
Wealthspire Retirement, LLC
N/A—30,907-30,907-100%$1.6M———
Great Valley Advisor Group, Inc.
N/A—29,402-29,402-100%$1.5M———
Integrated Investment Consultants, LLC
N/A—29,129-29,129-100%$1.5M———
Integrity Financial Corp
N/A—28,656-28,656-100%$1.5M———
Greenline Wealth Management LLC
N/A—27,583-27,583-100%$1.4M———
GWN Securities Inc.
N/A—26,035-26,035-100%$1.3M———
Kintra Wealth, LLC
N/A—25,503-25,503-100%$1.4M———
O'shaughnessy Asset Management, LLC
N/A—23,150-23,150-100%$1.2M———
Gladstone Institutional Advisory LLC
N/A—22,415-22,415-100%$1.1M———
Kovack Advisors, Inc.
N/A—22,080-22,080-100%$1.1M———
Smith, Moore & Co.
N/A—21,588-21,588-100%$1.1M———
Mayflower Financial Advisors, LLC
N/A—21,056-21,056-100%$1.1M———
Trustmark Bank Trust Department
N/A—20,904-20,904-100%$1.1M———
Betterment LLC
N/A—20,099-20,099-100%$1.0M———
PCG Wealth Advisors, LLC
N/A—18,865-18,865-100%$961.2K———
Mariner, LLC
N/A—17,974-17,974-100%$915.8K———
Runnymede Capital Advisors, Inc.
N/A—17,564-17,564-100%$894.9K———
Main Street Financial Solutions, LLC
N/A—16,770-16,770-100%$854.4K———
AQR Capital Management LLC
N/A—16,480-16,480-100%$839.7K———
Aspire Capital Advisors LLC
N/A—16,193-16,193-100%$825.0K———
Wealth Alliance, LLC
N/A—15,387-15,387-100%$784.0K———
Jane Street Group, LLC
N/A—15,032-15,032-100%$765.9K———
Barnes Wealth Management Group, Inc
N/A—14,967-14,967-100%$762.6K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—13,400-13,400-100%$682.7K———
LWM Advisory Services, LLC
N/A—12,854-12,854-100%$654.9K———
Spartan Wealth Advisory Services LLC
N/A—12,680-12,680-100%$646.0K———
LaSalle St. Investment Advisors, LLC
N/A—12,314-12,314-100%$627.4K———
Brown Advisory Inc
N/A—12,102-12,102-100%$616.6K———
Franklin Resources Inc
N/A—11,338-11,338-100%$577.7K———
Advyzon Investment Management, LLC
N/A—11,313-11,313-100%$576.4K———
Madison Wealth Partners, Inc
N/A—11,044-11,044-100%$562.7K———
Western Wealth Management, LLC
N/A—10,602-10,602-100%$540.2K———
Regal Investment Advisors LLC
N/A—10,106-10,106-100%$514.9K———
Hilltop Holdings Inc.
N/A—9,493-9,493-100%$483.7K———
Arkadios Wealth Advisors
N/A—9,414-9,414-100%$479.6K———
AE Wealth Management LLC
N/A—9,270-9,270-100%$472.3K———
Pinnacle Financial Partners, Inc.
N/A—9,266-9,266-100%$472.1K———
Principal Securities, Inc.
N/A—8,813-8,813-100%$449.0K———
Nvest Financial, LLC
N/A—8,789-8,789-100%$447.8K———
NewEdge Wealth, LLC
N/A—8,265-8,265-100%$421.1K———
Meadowbrook Advisors Group, LLC
N/A—8,252-8,252-100%$420.4K———
NewEdge Advisors, LLC
N/A—8,205-8,205-100%$418.1K———
Ausdal Financial Partners, Inc.
N/A—8,017-8,017-100%$408.5K———
FMR LLC
N/A—7,777-7,777-100%$396.3K———
CIBC World Market Inc.
N/A—7,720-7,720-100%$393.3K———
Argent Trust Co
N/A—7,550-7,550-100%$384.7K———
First National Bank & Trust Co of Newtown
N/A—7,025-7,025-100%$375.1K———
Regatta Research & Money Management
N/A—6,917-6,917-100%$352.4K———
Captrust Financial Advisors
N/A—6,751-6,751-100%$344.0K———
Envestnet Portfolio Solutions, Inc.
N/A—6,415-6,415-100%$326.8K———
Axis Wealth Partners, LLC
N/A—6,213-6,213-100%$316.5K———
IHT Wealth Management, LLC
N/A—5,900-5,900-100%$300.6K———
Bank of Montreal
N/A—5,855-5,855-100%$298.3K———
Transcend Capital Advisors, LLC
N/A—5,731-5,731-100%$292.0K———
Ameriprise Financial Inc
N/A—5,238-5,238-100%$266.9K———
Atlanta Consulting Group Advisors, LLC
N/A—4,720-4,720-100%$240.5K———
OneAscent Wealth Management LLC
N/A—4,698-4,698-100%$239.4K———
Savvy Advisors, Inc.
N/A—4,653-4,653-100%$237.1K———
Rockbridge Investment Management, LCC
N/A—4,552-4,552-100%$231.9K———
QRG Capital Management, Inc.
N/A—4,464-4,464-100%$227.4K———
Aureus Asset Management, LLC
N/A—4,407-4,407-100%$224.5K———
Stratos Wealth Advisors, LLC
N/A—4,166-4,166-100%$212.3K———
Three Cord True Wealth Management, LLC
N/A—3,992-3,992-100%$203.4K———
Cofg Advisors, LLC
N/A—3,927-3,927-100%$200.1K———
Tidemark, LLC
N/A—3,054-3,054-100%$155.6K———
Allworth Financial LP
N/A—2,336-2,336-100%$119.0K———
Huntington National Bank
N/A—1,943-1,943-100%$99.0K———
Rothschild Investment LLC
N/A—1,675-1,675-100%$85.3K———
Aptus Capital Advisors, LLC
N/A—1,574-1,574-100%$80.2K———
Vanguard National Trust Co
N/A—1,300-1,300-100%$66.2K———
UBS Asset Management Americas LLC
N/A—1,119-1,119-100%$57.0K———
Brown Brothers Harriman & Co
N/A—770-770-100%$39.2K———
Delos Wealth Advisors, LLC
N/A—500-500-100%$25.5K———
Vanguard Advisers Inc
N/A—479-479-100%$24.4K———
Keating Financial Advisory Services, Inc.
N/A—443-443-100%$22.6K———
Transamerica Financial Advisors, LLC
N/A—438-438-100%$22.3K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—415-415-100%$21.1K———
BFC Planning, Inc.
N/A—415-415-100%$21.1K———
Bessemer Group Inc
N/A—250-250-100%$13———
Fiduciary Financial Advisors
N/A—219-219-100%$11.2K———
PlanVest Financial, Inc
N/A—197-197-100%$10.0K———
Greykasell Wealth Strategies, Inc.
N/A—174-174-100%$8.9K———
Horizon Investments, LLC
N/A—164-164-100%$8.3K———
IAG Wealth Partners, LLC
N/A—127-127-100%$6.5K———
Hantz Financial Services, Inc.
N/A—85-85-100%$4———
BlackRock, Inc.
N/A—72-72-100%$3.7K———
Russell Investments Group, Ltd.
N/A—49-49-100%$2.5K———
SOA Wealth Advisors, Llc.
N/A—26-26-100%$1.3K———
Crews Bank & Trust
N/A—25-25-100%$1.3K———
Elequin Capital, LP
N/A—1-1-100%$51———
Showing 415 of 415 institutions