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Neos S&P 500 High Income ETF (SPYI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Gradient Investments LLC
INCREASED
Shares1,095,332 from 1,080,581
Change+14,751 (+1%)
Value$58.2M (+$870.7K)
Filed 2026-10-08
Howard Capital Management, LLC
INCREASED
Shares1,073,896 from 998,615
Change+75,281 (+8%)
Value$57.1M (+$4.1M)
Filed 2026-10-16
Foguth Wealth Management, Llc.
INCREASED
Shares1,068,488 from 1,010,999
Change+57,489 (+6%)
Value$57.0M (+$3.4M)
Filed 2026-10-19
Hennion & Walsh Asset Management, Inc.
NEW
Shares915,241
Change+915,241
Value$48.7M
Filed 2026-10-13
Madden Securities Corp
DECREASED
Shares525,946 from 532,284
Change-6,338 (-1%)
Value$28.0M (-$294.4K)
Filed 2026-10-27
Kestra Advisory Services, LLC
INCREASED
Shares394,507 from 279,801
Change+114,706 (+41%)
Value$21.0M (+$6.1M)
Filed 2026-11-02
Farther Finance Advisors, LLC
INCREASED
Shares310,827 from 275,302
Change+35,525 (+13%)
Value$16.5M (+$1.9M)
Filed 2026-10-08
Capital Investment Advisory Services, LLC
INCREASED
Shares281,726 from 246,423
Change+35,303 (+14%)
Value$15.0M (+$1.9M)
Filed 2026-10-30
HUB Investment Partners, LLC
INCREASED
Shares278,546 from 184,923
Change+93,623 (+51%)
Value$14.8M (+$5.0M)
Filed 2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares235,577 from 189,492
Change+46,085 (+24%)
Value$12.5K (-$10.0M)
Filed 2026-11-02
Chung Wu Investment Group, LLC
INCREASED
Shares230,255 from 157,085
Change+73,170 (+47%)
Value$12.2M (+$3.9M)
Filed 2026-11-03
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares226,736 from 220,325
Change+6,411 (+3%)
Value$12.2M (+$549.0K)
Filed 2026-10-20
Independent Financial Group, LLC
INCREASED
Shares216,029 from 190,508
Change+25,521 (+13%)
Value$11.5M (+$1.4M)
Filed 2026-10-13
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares204,950 from 192,330
Change+12,620 (+7%)
Value$10.9M (+$686.4K)
Filed 2026-10-28
Centurion Wealth Management LLC
INCREASED
Shares193,155 from 189,234
Change+3,921 (+2%)
Value$10.3M (+$223.7K)
Filed 2026-10-13
Apollon Wealth Management, LLC
INCREASED
Shares183,214 from 163,661
Change+19,553 (+12%)
Value$9.7M (+$1.1M)
Filed 2026-10-23
Indivisible Partners
DECREASED
Shares180,557 from 180,638
Change-81 (0%)
Value$9.6M (+$10.2K)
Filed 2026-10-26
Steele Capital Management, Inc.
INCREASED
Shares176,865 from 173,620
Change+3,245 (+2%)
Value$9.4M (+$186.4K)
Filed 2026-11-02
MGO One Seven LLC
INCREASED
Shares176,817 from 174,104
Change+2,713 (+2%)
Value$9.4M (+$158.2K)
Filed 2026-10-28
Sentinel Advisory Group, LLC
INCREASED
Shares174,732 from 174,303
Change+429 (+0%)
Value$9.3M (+$36.7K)
Filed 2026-10-20
RiverTree Advisors, LLC
INCREASED
Shares156,508 from 136,699
Change+19,809 (+14%)
Value$8.3M (+$1.1M)
Filed 2026-10-13
Commonwealth Equity Services, LLC
INCREASED
Shares148,830 from 100,642
Change+48,188 (+48%)
Value$7.9M (+$2.6M)
Filed 2026-11-02
Palacios Wealth Management, LLC
INCREASED
Shares136,076 from 121,703
Change+14,373 (+12%)
Value$7.2M (+$773.9K)
Filed 2026-11-04
SteelPeak Wealth, LLC
INCREASED
Shares132,236 from 131,458
Change+778 (+1%)
Value$7.0M (+$51.9K)
Filed 2026-10-16
Integrity Wealth Partners, LLC
NEW
Shares131,943
Change+131,943
Value$7.0M
Filed 2026-10-14
Principal Financial Group Inc
INCREASED
Shares126,591 from 119,170
Change+7,421 (+6%)
Value$6.7M (+$404.1K)
Filed 2026-11-02
Capital Investment Advisors, LLC
INCREASED
Shares122,669 from 106,146
Change+16,523 (+16%)
Value$6.5M (+$887.1K)
Filed 2026-10-22
RFG Advisory, LLC
INCREASED
Shares120,264 from 95,913
Change+24,351 (+25%)
Value$6.4M (+$1.3M)
Filed 2026-11-03
Mid-American Wealth Advisory Group, Inc.
INCREASED
Shares114,376 from 79,478
Change+34,898 (+44%)
Value$6.1M (+$1.9M)
Filed 2026-10-21
Park Avenue Securities LLC
INCREASED
Shares112,158 from 61,724
Change+50,434 (+82%)
Value$6.0K (-$3.3M)
Filed 2026-10-26
Independence Wealth Advisors, LLC
DECREASED
Shares111,430 from 114,083
Change-2,653 (-2%)
Value$5.9M (-$131.9K)
Filed 2026-10-29
Truist Financial Corp
INCREASED
Shares110,280 from 82,351
Change+27,929 (+34%)
Value$5.9M (+$1.5M)
Filed 2026-10-30
Prota Financial, LLC
INCREASED
Shares109,917 from 107,522
Change+2,395 (+2%)
Value$5.9M (+$148.0K)
Filed 2026-10-08
J.W. Cole Advisors, Inc.
INCREASED
Shares106,366 from 100,668
Change+5,698 (+6%)
Value$5.7M (+$311.0K)
Filed 2026-11-05
HBW Advisory Services LLC
INCREASED
Shares101,319 from 101,141
Change+178 (+0%)
Value$5.4M (+$17.5K)
Filed 2026-10-15
International Assets Investment Management, LLC
INCREASED
Shares100,491 from 73,396
Change+27,095 (+37%)
Value$5.4M (+$1.5M)
Filed 2026-11-02
Sound Income Strategies, LLC
DECREASED
Shares99,714 from 101,441
Change-1,727 (-2%)
Value$5.4M (-$14.9K)
Filed 2026-10-09
Gainplan LLC
INCREASED
Shares97,078 from 76,379
Change+20,699 (+27%)
Value$5.2M (+$1.1M)
Filed 2026-10-09
Fullerton Advisors, LLC
INCREASED
Shares97,055 from 91,450
Change+5,605 (+6%)
Value$5.2M (+$305.3K)
Filed 2026-10-14
Milestone Asset Management, LLC
INCREASED
Shares96,105 from 92,873
Change+3,232 (+3%)
Value$5.1M (+$179.3K)
Filed 2026-10-15
StoneCrest Wealth Management, Inc.
INCREASED
Shares94,962 from 93,799
Change+1,163 (+1%)
Value$5.0M (+$69.3K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares88,450 from 76,450
Change+12,000 (+16%)
Value$4.8M (+$658.5K)
Filed 2026-10-13
Moran Wealth Management, LLC
INCREASED
Shares86,701 from 68,153
Change+18,548 (+27%)
Value$4.6M (+$991.6K)
Filed 2026-10-22
Nfsg Corp
INCREASED
Shares83,626 from 82,075
Change+1,551 (+2%)
Value$4.4M (+$89.0K)
Filed 2026-10-15
High Net Worth Advisory Group LLC
DECREASED
Shares82,418 from 83,224
Change-806 (-1%)
Value$4.4M (-$36.2K)
Filed 2026-10-26
Oppenheimer & Co Inc
INCREASED
Shares81,431 from 64,972
Change+16,459 (+25%)
Value$4.3M (+$880.3K)
Filed 2026-10-26
Avidian Wealth Enterprises, LLC
INCREASED
Shares80,926 from 48,349
Change+32,577 (+67%)
Value$4.3M (+$1.7M)
Filed 2026-10-08
Unique Wealth, LLC
INCREASED
Shares76,006 from 60,492
Change+15,514 (+26%)
Value$4.0M (+$829.7K)
Filed 2026-10-16
Simplicity Wealth,LLC
INCREASED
Shares73,937 from 9,863
Change+64,074 (+650%)
Value$3.9M (+$3.4M)
Filed 2026-10-23
Investment Partners Asset Management, Inc.
INCREASED
Shares73,813 from 72,695
Change+1,118 (+2%)
Value$3.9M (+$65.3K)
Filed 2026-10-09
Herbst Group, LLC
INCREASED
Shares73,019 from 33,044
Change+39,975 (+121%)
Value$3.9M (+$2.1M)
Filed 2026-10-20
Capital Planning LLC
DECREASED
Shares66,382 from 70,710
Change-4,328 (-6%)
Value$3.5M (-$224.5K)
Filed 2026-10-09
Timothy G. Youngquist 2020 Irrevocable Trust
NEW
Shares65,379
Change+65,379
Value$3.5M
Filed 2026-10-13
Diversify Advisory Services, LLC
INCREASED
Shares64,776 from 57,203
Change+7,573 (+13%)
Value$3.5M (+$493.4K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares64,776 from 57,203
Change+7,573 (+13%)
Value$3.5M (+$493.4K)
Filed 2026-10-20
Brookstone Capital Management
INCREASED
Shares60,604 from 52,049
Change+8,555 (+16%)
Value$3.2M (+$459.0K)
Filed 2026-10-22
Ellis Investment Partners, LLC
INCREASED
Shares60,320 from 56,411
Change+3,909 (+7%)
Value$3.2M (+$212.4K)
Filed 2026-10-21
Bauman Advisory Group, LLC
INCREASED
Shares59,422 from 39,695
Change+19,727 (+50%)
Value$3.2M (+$1.1M)
Filed 2026-10-29
Kestra Private Wealth Services, LLC
INCREASED
Shares59,054 from 45,554
Change+13,500 (+30%)
Value$3.1M (+$721.4K)
Filed 2026-10-30
Guardian Financial Partners, LLC
INCREASED
Shares58,606 from 58,047
Change+559 (+1%)
Value$3.1M (+$34.4K)
Filed 2026-11-04
Scott Capital Advisors, LLC
INCREASED
Shares58,118 from 8,163
Change+49,955 (+612%)
Value$3.1M (+$2.7M)
Filed 2026-10-13
Sigma Planning Corp
INCREASED
Shares58,104 from 57,525
Change+579 (+1%)
Value$3.1M (+$35.4K)
Filed 2026-10-23
Triumph Capital Management
DECREASED
Shares57,386 from 58,130
Change-744 (-1%)
Value$3.1M (-$34.9K)
Filed 2026-10-14
PFG Advisors
INCREASED
Shares56,677 from 53,767
Change+2,910 (+5%)
Value$3.0M (+$159.1K)
Filed 2026-10-16
3Edge Asset Management, LP
INCREASED
Shares56,528 from 55,477
Change+1,051 (+2%)
Value$3.0M (+$60.3K)
Filed 2026-10-30
Sowell Financial Services LLC
DECREASED
Shares55,073 from 58,361
Change-3,288 (-6%)
Value$2.9M (-$170.2K)
Filed 2026-10-23
Verus Capital Partners, LLC
INCREASED
Shares54,941 from 53,933
Change+1,008 (+2%)
Value$2.9M (+$57.9K)
Filed 2026-11-03
Kingswood Wealth Advisors, LLC
INCREASED
Shares52,865 from 38,449
Change+14,416 (+37%)
Value$2.8M (+$769.6K)
Filed 2026-10-23
LightSquare Wealth Management, LLC
DECREASED
Shares51,187 from 51,225
Change-38 (0%)
Value$2.7M (+$2.1K)
Filed 2026-11-03
Thrivent Financial for Lutherans
INCREASED
Shares50,897 from 39,026
Change+11,871 (+30%)
Value$2.7K (-$2.1M)
Filed 2026-11-05
New Wave Wealth Advisors LLC
NEW
Shares50,647
Change+50,647
Value$2.7M
Filed 2026-10-19
Brown, Lisle Ings, Inc.
INCREASED
Shares50,510 from 46,455
Change+4,055 (+9%)
Value$2.7M (+$219.3K)
Filed 2026-10-16
Concurrent Investment Advisors, LLC
INCREASED
Shares48,131 from 28,385
Change+19,746 (+70%)
Value$2.6M (+$1.1M)
Filed 2026-10-16
Legacy Capital Wealth Partners, LLC
DECREASED
Shares47,570 from 125,918
Change-78,348 (-62%)
Value$2.5M (-$4.2M)
Filed 2026-10-21
Prospera Financial Services Inc
INCREASED
Shares46,569 from 37,376
Change+9,193 (+25%)
Value$2.4M (+$457.1K)
Filed 2026-11-04
Grantvest Financial Group LLC
INCREASED
Shares46,391 from 41,569
Change+4,822 (+12%)
Value$2.5M (+$259.7K)
Filed 2026-10-21
Puff Wealth Management, LLC
INCREASED
Shares42,094 from 34,863
Change+7,231 (+21%)
Value$2.2M (+$387.3K)
Filed 2026-10-07
Plan Group Financial, LLC
INCREASED
Shares40,700 from 40,200
Change+500 (+1%)
Value$2.2M (+$51.4K)
Filed 2026-10-22
Intelligence Driven Advisers, LLC
NEW
Shares38,503
Change+38,503
Value$2.0M
Filed 2026-10-09
Patten Group, Inc.
INCREASED
Shares38,182 from 22,057
Change+16,125 (+73%)
Value$2.0M (+$859.1K)
Filed 2026-10-26
Alkeme Wealth, LLC
NEW
Shares37,390
Change+37,390
Value$2.0M
Filed 2026-10-08
Axxcess Wealth Management, LLC
INCREASED
Shares37,161 from 22,399
Change+14,762 (+66%)
Value$2.0M (+$786.7K)
Filed 2026-10-21
Cascade Investment Group, Inc.
INCREASED
Shares34,718 from 33,685
Change+1,033 (+3%)
Value$1.8M (+$57.6K)
Filed 2026-10-13
Paladin Wealth, LLC
INCREASED
Shares33,229 from 31,123
Change+2,106 (+7%)
Value$1.8M (+$114.5K)
Filed 2026-10-23
Cap Partners, LLC
INCREASED
Shares32,801 from 31,897
Change+904 (+3%)
Value$1.7M (+$50.6K)
Filed 2026-10-19
PDS Planning, Inc
INCREASED
Shares31,815 from 29,368
Change+2,447 (+8%)
Value$1.7M (+$132.5K)
Filed 2026-11-03
Private Trust Co NA
INCREASED
Shares31,262 from 26,825
Change+4,437 (+17%)
Value$1.7M (+$238.1K)
Filed 2026-10-20
Intrua Financial, LLC
INCREASED
Shares29,932 from 29,838
Change+94 (+0%)
Value$1.6M (+$7.4K)
Filed 2026-10-28
Bay Capital Advisors, LLC
INCREASED
Shares29,532 from 18,096
Change+11,436 (+63%)
Value$1.6M (+$609.5K)
Filed 2026-10-16
Studio Investment Management LLC
DECREASED
Shares29,052 from 29,082
Change-30 (0%)
Value$1.5M (+$732)
Filed 2026-10-22
Sheets Smith Wealth Management
INCREASED
Shares28,283 from 24,623
Change+3,660 (+15%)
Value$1.5M (+$196.5K)
Filed 2026-10-16
Weaver Consulting Group
DECREASED
Shares27,775 from 29,125
Change-1,350 (-5%)
Value$1.5M (-$69.4K)
Filed 2026-10-07
Oppenheimer Asset Management Inc.
INCREASED
Shares26,996 from 24,933
Change+2,063 (+8%)
Value$1.4M (+$111.7K)
Filed 2026-10-27
Lewis Asset Management, LLC
INCREASED
Shares26,867 from 25,389
Change+1,478 (+6%)
Value$1.4M (+$80.6K)
Filed 2026-10-14
Latitude Advisors, LLC
INCREASED
Shares26,158 from 24,470
Change+1,688 (+7%)
Value$1.4M (+$91.7K)
Filed 2026-10-27
Strategic Blueprint, LLC
INCREASED
Shares26,148 from 25,270
Change+878 (+3%)
Value$1.4M (+$48.7K)
Filed 2026-10-22
BCS Wealth Management
UNCHANGED
Shares25,739 from 25,739
Change0 (0%)
Value$1.4M (+$2.1K)
Filed 2026-11-03
Citizens Financial Group Inc
INCREASED
Shares24,482 from 19,420
Change+5,062 (+26%)
Value$1.3M (+$270.7K)
Filed 2026-10-23
Clear Creek Financial Management, LLC
INCREASED
Shares24,315 from 22,464
Change+1,851 (+8%)
Value$1.3M (+$100.2K)
Filed 2026-10-28
Key Client Fiduciary Advisors, LLC
INCREASED
Shares24,191 from 22,872
Change+1,319 (+6%)
Value$1.3M (+$72.0K)
Filed 2026-10-19
Creative Planning
INCREASED
Shares24,084 from 20,912
Change+3,172 (+15%)
Value$1.3M (+$170.3K)
Filed 2026-11-02
Quartz Partners, LLC
INCREASED
Shares23,516 from 22,135
Change+1,381 (+6%)
Value$1.3M (+$75.2K)
Filed 2026-11-03
Compound Planning, Inc.
INCREASED
Shares23,343 from 21,848
Change+1,495 (+7%)
Value$1.2M (+$81.3K)
Filed 2026-11-05
SBI Securities Co., Ltd.
INCREASED
Shares22,142 from 19,677
Change+2,465 (+13%)
Value$1.2M (+$132.6K)
Filed 2026-10-22
Almanack Investment Partners, Llc.
INCREASED
Shares21,782 from 17,419
Change+4,363 (+25%)
Value$1.2M (+$233.4K)
Filed 2026-11-03
MBL Wealth, LLC
INCREASED
Shares21,700 from 15,000
Change+6,700 (+45%)
Value$1.2M (+$357.4K)
Filed 2026-10-22
Vann Equity Management LLC
INCREASED
Shares21,637 from 21,069
Change+568 (+3%)
Value$1.2M (+$31.9K)
Filed 2026-10-08
Clay Northam Wealth Management, LLC
INCREASED
Shares20,649 from 18,843
Change+1,806 (+10%)
Value$1.1M (+$97.5K)
Filed 2026-10-13
Robertson Stephens Wealth Management, LLC
INCREASED
Shares20,641 from 18,458
Change+2,183 (+12%)
Value$1.1M (+$117.5K)
Filed 2026-10-16
Aprio Wealth Management, LLC
INCREASED
Shares20,452 from 12,642
Change+7,810 (+62%)
Value$1.1M (+$416.3K)
Filed 2026-10-28
Certior Financial Group, LLC
UNCHANGED
Shares20,450 from 20,450
Change0 (0%)
Value$1.1M (+$1.6K)
Filed 2026-10-19
Elco Management Co., LLC
INCREASED
Shares19,825 from 19,425
Change+400 (+2%)
Value$1.1M (+$22.8K)
Filed 2026-10-14
Compass Financial Management LLC
INCREASED
Shares19,819 from 19,453
Change+366 (+2%)
Value$1.1M (+$21.0K)
Filed 2026-10-30
Traynor Capital Management, Inc.
DECREASED
Shares19,734 from 22,149
Change-2,415 (-11%)
Value$1.0M (-$126.7K)
Filed 2026-10-29
Soltis Investment Advisors LLC
INCREASED
Shares19,701 from 6,229
Change+13,472 (+216%)
Value$1.0M (+$716.8K)
Filed 2026-10-28
Heck Capital Advisors, LLC
DECREASED
Shares19,695 from 20,015
Change-320 (-2%)
Value$1.0M (-$15.4K)
Filed 2026-10-14
PMG Family Office LLC
INCREASED
Shares19,526 from 17,703
Change+1,823 (+10%)
Value$1.0M (+$98.3K)
Filed 2026-10-19
Scheeler Financial LLC
NEW
Shares19,516
Change+19,516
Value$1.0M
Filed 2026-10-13
Lido Advisors, LLC
INCREASED
Shares19,213 from 14,073
Change+5,140 (+37%)
Value$1.0M (+$274.4K)
Filed 2026-11-04
CoreCap Advisors, LLC
INCREASED
Shares19,151 from 19,102
Change+49 (+0%)
Value$1.0M (+$4.1K)
Filed 2026-10-08
Balboa Wealth Partners
INCREASED
Shares18,563 from 18,090
Change+473 (+3%)
Value$987.0K (+$26.6K)
Filed 2026-10-20
Walkner Condon Financial Advisors LLC
INCREASED
Shares18,327 from 14,413
Change+3,914 (+27%)
Value$974.4K (+$209.3K)
Filed 2026-11-02
Rockwood Wealth Management, LLC
UNCHANGED
Shares18,291 from 18,291
Change0 (0%)
Value$972.5K (+$1.5K)
Filed 2026-10-27
Capital Wealth Alliance, LLC
INCREASED
Shares18,123 from 17,880
Change+243 (+1%)
Value$963.6K (+$14.4K)
Filed 2026-10-20
Provenance Wealth Advisors, LLC
INCREASED
Shares17,987 from 11,441
Change+6,546 (+57%)
Value$956.4K (+$349.0K)
Filed 2026-10-30
Discipline Wealth Solutions, LLC
INCREASED
Shares17,978 from 16,459
Change+1,519 (+9%)
Value$955.9K (+$82.1K)
Filed 2026-10-14
Dynamic Advisor Solutions LLC
DECREASED
Shares17,977 from 19,433
Change-1,456 (-7%)
Value$955.8K (-$75.9K)
Filed 2026-10-13
Claro Advisors Inc.
INCREASED
Shares17,375 from 17,372
Change+3 (+0%)
Value$923.8K (+$1.6K)
Filed 2026-11-02
Wedbush Securities Inc
INCREASED
Shares17,233 from 9,722
Change+7,511 (+77%)
Value$916 (-$515.1K)
Filed 2026-10-22
IFP Advisors, Inc
DECREASED
Shares16,796 from 17,808
Change-1,012 (-6%)
Value$893.0K (-$52.4K)
Filed 2026-10-16
M Holdings Securities, Inc.
INCREASED
Shares16,727 from 12,458
Change+4,269 (+34%)
Value$880 (-$658.1K)
Filed 2026-11-03
Entrewealth, LLC
UNCHANGED
Shares16,709 from 16,709
Change0 (0%)
Value$888.4K (-$13.4K)
Filed 2026-10-14
Kaizen Financial Strategies
DECREASED
Shares16,521 from 24,269
Change-7,748 (-32%)
Value$878.4K (-$410.0K)
Filed 2026-10-09
Tactive Advisors, LLC
INCREASED
Shares16,483 from 14,876
Change+1,607 (+11%)
Value$876.4K (+$86.7K)
Filed 2026-10-08
Oakworth Capital, Inc.
INCREASED
Shares16,368 from 15,368
Change+1,000 (+7%)
Value$870.3K (+$54.4K)
Filed 2026-10-26
Flagship Harbor Advisors, LLC
DECREASED
Shares16,195 from 16,639
Change-444 (-3%)
Value$861.1K (-$22.3K)
Filed 2026-10-26
StoneX Group Inc.
DECREASED
Shares16,183 from 16,488
Change-305 (-2%)
Value$860.4K (-$14.4K)
Filed 2026-11-03
Wespac Advisors, LLC
INCREASED
Shares16,150 from 16,119
Change+31 (+0%)
Value$858.7K (+$2.9K)
Filed 2026-10-26
Aspen Investment Management Inc
DECREASED
Shares15,955 from 58,305
Change-42,350 (-73%)
Value$848 (-$2.2K)
Filed 2026-11-05
Jericho Financial, LLP
INCREASED
Shares15,770 from 6,578
Change+9,192 (+140%)
Value$838.5K (+$489.3K)
Filed 2026-10-13
Magnus Financial Group LLC
INCREASED
Shares15,693 from 7,662
Change+8,031 (+105%)
Value$834.4K (+$427.6K)
Filed 2026-10-21
Flagstar Securities, Inc
INCREASED
Shares15,668 from 9,624
Change+6,044 (+63%)
Value$833.1K (+$322.1K)
Filed 2026-10-15
Choreo, LLC
DECREASED
Shares15,483 from 143,372
Change-127,889 (-89%)
Value$823.3K (-$6.8M)
Filed 2026-10-28
Oregon Pacific Wealth Management, LLC
INCREASED
Shares15,367 from 14,752
Change+615 (+4%)
Value$817.1K (+$33.9K)
Filed 2026-10-20
Virtue Capital Management, LLC
INCREASED
Shares15,209 from 11,637
Change+3,572 (+31%)
Value$808.7K (+$190.9K)
Filed 2026-10-29
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares15,142 from 10,792
Change+4,350 (+40%)
Value$805.1K (+$232.1K)
Filed 2026-10-14
Bluedoor Private Wealth, LLC
INCREASED
Shares15,106 from 12,379
Change+2,727 (+22%)
Value$803.2K (+$146.0K)
Filed 2026-11-05
Nations Financial Group Inc,
INCREASED
Shares15,057 from 8,090
Change+6,967 (+86%)
Value$800.6K (+$371.1K)
Filed 2026-11-05
Wealthcare Advisory Partners LLC
INCREASED
Shares14,507 from 8,538
Change+5,969 (+70%)
Value$771.3K (+$318.0K)
Filed 2026-10-21
Atlas Private Wealth Advisors
INCREASED
Shares13,895 from 7,112
Change+6,783 (+95%)
Value$738.8K (+$361.2K)
Filed 2026-10-23
MSH Capital Advisors LLC
DECREASED
Shares13,575 from 24,517
Change-10,942 (-45%)
Value$721.8K (-$579.8K)
Filed 2026-11-03
Teamwork Financial Advisors, LLC
DECREASED
Shares13,529 from 156,863
Change-143,334 (-91%)
Value$719.3K (-$7.6M)
Filed 2026-10-19
SeaCrest Wealth Management, LLC
DECREASED
Shares12,981 from 15,631
Change-2,650 (-17%)
Value$690.2K (-$139.6K)
Filed 2026-10-21
Meridian Wealth Management, LLC
INCREASED
Shares12,639 from 4,013
Change+8,626 (+215%)
Value$672.0K (+$459.0K)
Filed 2026-11-05
TrustBank
NEW
Shares12,220
Change+12,220
Value$649.7K
Filed 2026-10-20
PVG Asset Management Corp
DECREASED
Shares12,025 from 46,032
Change-34,007 (-74%)
Value$639.4K (-$1.8M)
Filed 2026-10-19
Cherry Creek Investment Advisors, Inc.
NEW
Shares11,760
Change+11,760
Value$625.3K
Filed 2026-10-14
World Equity Group, Inc.
DECREASED
Shares11,676 from 17,821
Change-6,145 (-34%)
Value$620.8K (-$325.3K)
Filed 2026-10-14
Integrated Advisors Network LLC
INCREASED
Shares11,660 from 10,893
Change+767 (+7%)
Value$620.0K (+$41.7K)
Filed 2026-10-20
Silverlake Wealth Management LLC
INCREASED
Shares11,610 from 6,786
Change+4,824 (+71%)
Value$617.3K (+$257.0K)
Filed 2026-10-21
Cornerstone Wealth Management, LLC
INCREASED
Shares11,420 from 11,349
Change+71 (+1%)
Value$607.2K (+$4.7K)
Filed 2026-11-04
Accel Wealth Management
INCREASED
Shares10,984 from 10,769
Change+215 (+2%)
Value$584.0K (+$12.3K)
Filed 2026-10-13
Griffin Asset Management, Inc.
INCREASED
Shares10,878 from 4,443
Change+6,435 (+145%)
Value$578.4K (+$342.5K)
Filed 2026-10-22
Atria Investments, Inc
DECREASED
Shares10,724 from 12,805
Change-2,081 (-16%)
Value$570.2K (-$109.6K)
Filed 2026-10-15
Fifth Third Bancorp
DECREASED
Shares10,705 from 10,841
Change-136 (-1%)
Value$569.2K (-$6.3K)
Filed 2026-11-05
Bank of New York Mellon Corp
DECREASED
Shares10,640 from 13,512
Change-2,872 (-21%)
Value$565.7K (-$151.6K)
Filed 2026-11-05
Worth Asset Management, LLC
NEW
Shares10,300
Change+10,300
Value$547.7K
Filed 2026-10-07
Vise Technologies, Inc.
INCREASED
Shares10,231 from 9,761
Change+470 (+5%)
Value$544.0K (+$25.8K)
Filed 2026-10-29
Voisard Asset Management Group, Inc.
DECREASED
Shares10,203 from 17,000
Change-6,797 (-40%)
Value$542.5K (-$360.0K)
Filed 2026-10-13
Blueprint Investment Partners LLC
NEW
Shares10,157
Change+10,157
Value$540.0K
Filed 2026-10-28
Eclectic Associates Inc
UNCHANGED
Shares10,080 from 10,080
Change0 (0%)
Value$535.9K (+$806)
Filed 2026-10-09
Spinnaker Investment Group, LLC
UNCHANGED
Shares10,011 from 10,011
Change0 (0%)
Value$532.3K (+$801)
Filed 2026-10-13
Seros Financial, LLC
DECREASED
Shares9,943 from 10,590
Change-647 (-6%)
Value$528.7K (-$33.6K)
Filed 2026-10-21
Three Magnolias Financial Advisors, LLC
NEW
Shares9,784
Change+9,784
Value$520.2K
Filed 2026-10-14
Larson Financial Group LLC
INCREASED
Shares9,685 from 5,969
Change+3,716 (+62%)
Value$514.9K (+$198.0K)
Filed 2026-11-05
Redwood Family Wealth LLC
DECREASED
Shares9,606 from 9,910
Change-304 (-3%)
Value$510.7K (-$15.4K)
Filed 2026-10-20
Triad Wealth Partners, LLC
INCREASED
Shares9,317 from 9,193
Change+124 (+1%)
Value$495.4K (+$3.9K)
Filed 2026-10-26
Rockport Wealth LLC
DECREASED
Shares9,112 from 9,264
Change-152 (-2%)
Value$484.5K (-$7.3K)
Filed 2026-11-03
Encompass More Asset Management
DECREASED
Shares8,967 from 10,207
Change-1,240 (-12%)
Value$476.8K (-$65.1K)
Filed 2026-10-16
VestGen Advisors, LLC
INCREASED
Shares8,935 from 8,910
Change+25 (+0%)
Value$475.1K (+$2.0K)
Filed 2026-10-27
Financial Management Network Inc
INCREASED
Shares8,545 from 8,257
Change+288 (+3%)
Value$458.0K (+$19.8K)
Filed 2026-10-09
Chicago Partners Investment Group LLC
INCREASED
Shares8,540 from 6,396
Change+2,144 (+34%)
Value$449.6K (+$115.3K)
Filed 2026-10-27
Ergawealth Advisors, Inc.
INCREASED
Shares8,529 from 8,353
Change+176 (+2%)
Value$453.5K (+$10.0K)
Filed 2026-10-21
Synergy Asset Management, LLC
INCREASED
Shares8,469 from 4,936
Change+3,533 (+72%)
Value$450.3K (+$188.2K)
Filed 2026-11-05
Atticus Wealth Management, LLC
NEW
Shares8,449
Change+8,449
Value$449.3K
Filed 2026-10-20
Integrity Alliance, Llc.
NEW
Shares8,385
Change+8,385
Value$445.8K
Filed 2026-10-29
Aurora Private Wealth, Inc.
NEW
Shares7,986
Change+7,986
Value$425
Filed 2026-10-20
Royal Fund Management, LLC
INCREASED
Shares7,979 from 6,179
Change+1,800 (+29%)
Value$424.3K (+$96.2K)
Filed 2026-10-22
Morey & Quinn Wealth Partners, LLC
INCREASED
Shares7,945 from 6,175
Change+1,770 (+29%)
Value$422.4K (+$94.6K)
Filed 2026-10-28
Fiduciary Alliance LLC
DECREASED
Shares7,897 from 17,077
Change-9,180 (-54%)
Value$419.9K (-$486.8K)
Filed 2026-10-13
Signal Advisors Wealth, LLC
INCREASED
Shares7,750 from 6,866
Change+884 (+13%)
Value$412.0K (+$47.5K)
Filed 2026-10-13
Spectrum Advisors, Inc.
UNCHANGED
Shares7,548 from 7,548
Change0 (0%)
Value$401.3K (+$604)
Filed 2026-11-03
Signature Estate & Investment Advisors LLC
NEW
Shares7,500
Change+7,500
Value$398.8K
Filed 2026-10-13
Vima LLC
INCREASED
Shares7,400 from 5,169
Change+2,231 (+43%)
Value$393.5K (+$119.0K)
Filed 2026-10-23
Carolina Wealth Management Inc
NEW
Shares7,351
Change+7,351
Value$390.9K
Filed 2026-10-29
Ferguson Wellman Capital Management, Inc
INCREASED
Shares7,000 from 4,000
Change+3,000 (+75%)
Value$372.2K (+$159.8K)
Filed 2026-10-05
TCP Asset Management, LLC
UNCHANGED
Shares6,785 from 6,785
Change0 (0%)
Value$363.7K (+$3.5K)
Filed 2026-10-14
Helium Advisors LLC
INCREASED
Shares6,736 from 6,190
Change+546 (+9%)
Value$358.1K (+$29.5K)
Filed 2026-10-23
Cyndeo Wealth Partners, LLC
NEW
Shares6,527
Change+6,527
Value$347.0K
Filed 2026-10-16
Pennsylvania Capital Management Inc
NEW
Shares6,510
Change+6,510
Value$346.1K
Filed 2026-11-05
FSM Wealth Advisors, LLC
UNCHANGED
Shares6,466 from 6,466
Change0 (0%)
Value$349.7K (+$6.5K)
Filed 2026-10-27
Wealth Effects LLC
DECREASED
Shares6,427 from 8,171
Change-1,744 (-21%)
Value$341.7K (-$92.1K)
Filed 2026-10-23
D.A. Davidson & Co.
NEW
Shares6,350
Change+6,350
Value$337.6K
Filed 2026-10-28
Rossby Financial, LCC
INCREASED
Shares6,260 from 5,550
Change+710 (+13%)
Value$332.8K (+$38.2K)
Filed 2026-11-05
Partners Wealth Management, LLC
NEW
Shares6,160
Change+6,160
Value$327.5K
Filed 2026-10-28
Heritage OAK Wealth Advisors LLC
INCREASED
Shares6,099 from 6,061
Change+38 (+1%)
Value$324.3K (+$2.5K)
Filed 2026-10-14
Braeburn Wealth Management LLC
UNCHANGED
Shares6,025 from 6,025
Change0 (0%)
Value$320.3K (+$482)
Filed 2026-10-15
Facet Wealth, Inc.
INCREASED
Shares5,994 from 5,295
Change+699 (+13%)
Value$318.7K (+$37.6K)
Filed 2026-11-04
Brighton Jones LLC
NEW
Shares5,939
Change+5,939
Value$315.8K
Filed 2026-11-03
Cooper S Advisors, LLC
UNCHANGED
Shares5,777 from 5,777
Change0 (0%)
Value$307.2K (+$462)
Filed 2026-11-03
Norden Group LLC
INCREASED
Shares5,740 from 4,772
Change+968 (+20%)
Value$305.2K (+$51.8K)
Filed 2026-10-20
Annex Advisory Services, LLC
NEW
Shares5,737
Change+5,737
Value$305.0K
Filed 2026-10-16
B. Riley Wealth Advisors, Inc.
NEW
Shares5,649
Change+5,649
Value$300.4K
Filed 2026-10-13
Retirement Planning Group, LLC
DECREASED
Shares5,638 from 5,650
Change-12 (0%)
Value$299.8K (-$170)
Filed 2026-10-19
Hengehold Capital Management LLC
NEW
Shares5,633
Change+5,633
Value$299.5K
Filed 2026-10-16
IPG Investment Advisors LLC
UNCHANGED
Shares5,399 from 5,399
Change0 (0%)
Value$287.1K (+$432)
Filed 2026-10-30
US Bancorp \de\
INCREASED
Shares5,358 from 3,563
Change+1,795 (+50%)
Value$284.9K (+$95.7K)
Filed 2026-11-05
Trust Investment Advisors
NEW
Shares5,110
Change+5,110
Value$271.7K
Filed 2026-10-20
Abel Hall, LLC
UNCHANGED
Shares5,000 from 5,000
Change0 (0%)
Value$265.9K (+$400)
Filed 2026-10-19
Waldron Private Wealth LLC
INCREASED
Shares4,812 from 4,033
Change+779 (+19%)
Value$255.9K (+$41.7K)
Filed 2026-11-02
Genesee Capital Advisors, LLC
INCREASED
Shares4,779 from 4,637
Change+142 (+3%)
Value$254.1K (+$7.9K)
Filed 2026-10-20
Venture Visionary Partners LLC
INCREASED
Shares4,762 from 4,758
Change+4 (+0%)
Value$253.2K (+$614)
Filed 2026-10-07
EverSource Wealth Advisors, LLC
UNCHANGED
Shares4,729 from 4,729
Change0 (0%)
Value$251.4K (+$378)
Filed 2026-11-04
Global Assets Advisory, LLC
NEW
Shares4,713
Change+4,713
Value$253.8K
Filed 2026-10-28
Independent Wealth Network Inc.
INCREASED
Shares4,711 from 4,420
Change+291 (+7%)
Value$250.5K (+$15.8K)
Filed 2026-10-19
Parallel Advisors, LLC
INCREASED
Shares4,703 from 3,569
Change+1,134 (+32%)
Value$250.1K (+$60.6K)
Filed 2026-11-03
Castleview Partners, LLC
NEW
Shares4,596
Change+4,596
Value$244.4K
Filed 2026-10-09
New England Private Wealth Advisors LLC
INCREASED
Shares4,486 from 4,464
Change+22 (+0%)
Value$238.5K (+$5.0K)
Filed 2026-10-19
Ashton Thomas Private Wealth, LLC
INCREASED
Shares4,441 from 4,352
Change+89 (+2%)
Value$236.1K (+$5.1K)
Filed 2026-11-03
BG Investment Services, LLC
NEW
Shares4,425
Change+4,425
Value$235.3K
Filed 2026-10-23
Global Wealth Strategies & Associates
UNCHANGED
Shares4,325 from 4,325
Change0 (0%)
Value$230.0K (+$346)
Filed 2026-10-02
Principle Wealth Partners LLC
NEW
Shares4,175
Change+4,175
Value$222.0K
Filed 2026-11-02
Redhawk Wealth Advisors, Inc.
INCREASED
Shares4,142 from 3,812
Change+330 (+9%)
Value$220.2K (+$17.9K)
Filed 2026-10-14
Noble Wealth Management PBC
UNCHANGED
Shares4,050 from 4,050
Change0 (0%)
Value$215.3K (+$324)
Filed 2026-10-01
Kingstone Capital Partners Texas, LLC
INCREASED
Shares4,010 from 3,809
Change+201 (+5%)
Value$213.2K (+$11.0K)
Filed 2026-11-03
Investmark Advisory Group LLC
NEW
Shares4,003
Change+4,003
Value$212.9K
Filed 2026-10-27
Bright Futures Wealth Management, Llc.
NEW
Shares3,954
Change+3,954
Value$210.3K
Filed 2026-10-23
Landmark Wealth Management, LLC
NEW
Shares3,950
Change+3,950
Value$210.0K
Filed 2026-11-03
Willner & Heller, LLC
INCREASED
Shares3,881 from 3,836
Change+45 (+1%)
Value$206.4K (+$2.7K)
Filed 2026-10-28
Ascentis Independent Advisors
NEW
Shares3,739
Change+3,739
Value$198.8K
Filed 2026-11-03
Birch Financial Group, LLC
NEW
Shares3,591
Change+3,591
Value$191.0K
Filed 2026-10-27
GHP Investment Advisors, Inc.
INCREASED
Shares3,115 from 2,974
Change+141 (+5%)
Value$165.6K (+$7.7K)
Filed 2026-10-15
Angeles Wealth Management, LLC
DECREASED
Shares2,874 from 14,374
Change-11,500 (-80%)
Value$152.8K (-$610.3K)
Filed 2026-10-26
Lanark Financial, Inc.
INCREASED
Shares2,846 from 2,566
Change+280 (+11%)
Value$151.3K (+$15.1K)
Filed 2026-10-26
Reyes Financial Architecture, Inc.
UNCHANGED
Shares2,713 from 2,713
Change0 (0%)
Value$144.3K (+$217)
Filed 2026-10-22
Sunrise Financial Services, LLC
UNCHANGED
Shares2,670 from 2,670
Change0 (0%)
Value$142.0K (+$214)
Filed 2026-10-21
Arlington Trust Co LLC
INCREASED
Shares2,400 from 1,200
Change+1,200 (+100%)
Value$127.6K (+$63.9K)
Filed 2026-10-20
Evolution Wealth Management Inc.
DECREASED
Shares2,255 from 2,372
Change-117 (-5%)
Value$119.9K (-$6.0K)
Filed 2026-10-28
Nemes Rush Group LLC
INCREASED
Shares2,056 from 1,995
Change+61 (+3%)
Value$109.3K (+$3.4K)
Filed 2026-11-04
City State Bank
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$106.3K (+$160)
Filed 2026-10-20
Key Capital Management, Inc
INCREASED
Shares1,884 from 801
Change+1,083 (+135%)
Value$100.2K (+$57.6K)
Filed 2026-11-03
Pension & Wealth Management Advisors, Inc.
NEW
Shares1,384
Change+1,384
Value$73.6K
Filed 2026-10-16
Activest Wealth Management
DECREASED
Shares1,339 from 3,801
Change-2,462 (-65%)
Value$71.2K (-$130.6K)
Filed 2026-10-15
Montag A & Associates Inc
UNCHANGED
Shares1,307 from 1,307
Change0 (0%)
Value$69.5K (+$105)
Filed 2026-10-29
Root Financial Partners, LLC
NEW
Shares1,139
Change+1,139
Value$60.6K
Filed 2026-10-21
Tompkins Financial Corp
UNCHANGED
Shares1,062 from 1,062
Change0 (0%)
Value$56.5K (+$85)
Filed 2026-10-05
UMB Private Wealth Management, LLC
NEW
Shares1,008
Change+1,008
Value$53.6K
Filed 2026-10-19
Essential Investment Partners LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$53.2K (+$80)
Filed 2026-10-27
Trust Co of Vermont
UNCHANGED
Shares951 from 951
Change0 (0%)
Value$50.6K (+$76)
Filed 2026-10-21
Creative Financial Designs Inc
UNCHANGED
Shares910 from 910
Change0 (0%)
Value$48.4K (+$73)
Filed 2026-11-04
Advocate Investing Services LLC
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$42.5K (+$64)
Filed 2026-10-26
Murphy & Mullick Capital Management Corp
INCREASED
Shares600 from 350
Change+250 (+71%)
Value$31.9K (+$13.3K)
Filed 2026-11-02
Pinnacle Bancorp, Inc.
UNCHANGED
Shares594 from 594
Change0 (0%)
Value$31.6K (+$48)
Filed 2026-10-21
United Community Bank
INCREASED
Shares592 from 500
Change+92 (+18%)
Value$31.5K (+$4.9K)
Filed 2026-10-28
Vision Financial Markets LLC
DECREASED
Shares526 from 997
Change-471 (-47%)
Value$28.0K (-$24.9K)
Filed 2026-10-22
Nova Financial LLC
NEW
Shares354
Change+354
Value$18.8K
Filed 2026-11-04
Assetmark, Inc
DECREASED
Shares316 from 337
Change-21 (-6%)
Value$16.8K (-$1.1K)
Filed 2026-10-21
Berbice Capital Management LLC
NEW
Shares300
Change+300
Value$16.0K
Filed 2026-10-13
Mather Group, Llc.
UNCHANGED
Shares265 from 265
Change0 (0%)
Value$14.1K (+$21)
Filed 2026-10-14
Bfsg, LLC
INCREASED
Shares263 from 255
Change+8 (+3%)
Value$14.0K (+$437)
Filed 2026-10-30
TD Waterhouse Canada Inc.
NEW
Shares199
Change+199
Value$10.6K
Filed 2026-10-16
Financial Management Professionals, Inc.
UNCHANGED
Shares198 from 198
Change0 (0%)
Value$10.5K (+$16)
Filed 2026-10-23
Financial Network Wealth Advisors LLC
NEW
Shares185
Change+185
Value$9.8K
Filed 2026-10-28
GK Wealth Management LLC
NEW
Shares146
Change+146
Value$7.8K
Filed 2026-10-09
Duncker Streett & Co Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$5.3K (+$8)
Filed 2026-10-27
Plante Moran Financial Advisors, LLC
NEW
Shares55
Change+55
Value$2.9K
Filed 2026-11-04
Highline Wealth Partners LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$2.7K (+$4)
Filed 2026-10-19
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$2.0K (+$3)
Filed 2026-10-23
IFS Advisors, LLC
NEW
Shares19
Change+19
Value$1.0K
Filed 2026-10-14
Mountain Hill Investment Partners Corp.
INCREASED
Shares16 from 11
Change+5 (+45%)
Value$871 (+$292)
Filed 2026-10-23
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$53 ($0)
Filed 2026-10-23
FNY Investment Advisers, LLC
CLOSED
Shares0 from 37,000
Change-37,000 (-100%)
Value$0 (-$2.0K)
Filed 2026-10-16
Jefferies Financial Group Inc.
CLOSED
Shares0 from 22,850
Change-22,850 (-100%)
Value$0 (-$1.2M)
Filed 2026-11-05
Forum Financial Management, LP
CLOSED
Shares0 from 6,880
Change-6,880 (-100%)
Value$0 (-$365.2K)
Filed 2026-10-16
Fulcrum Equity Management
CLOSED
Shares0 from 5,519
Change-5,519 (-100%)
Value$0 (-$293.0K)
Filed 2026-10-21
Simplex Trading, LLC
CLOSED
Shares0 from 4,744
Change-4,744 (-100%)
Value$0 (-$251.9K)
Filed 2026-11-04
Stenger Family Office, LLC
CLOSED
Shares0 from 4,225
Change-4,225 (-100%)
Value$0 (-$224.3K)
Filed 2026-10-22
Zega Investments, LLC
CLOSED
Shares0 from 4,031
Change-4,031 (-100%)
Value$0 (-$214.0K)
Filed 2026-11-04
AlphaStar Capital Management, LLC
CLOSED
Shares0 from 3,839
Change-3,839 (-100%)
Value$0 (-$203.8K)
Filed 2026-10-16
A4 Wealth Advisors LLC
CLOSED
Shares0 from 3,839
Change-3,839 (-100%)
Value$0 (-$203.8K)
Filed 2026-10-20
First Security Investment Management, Inc.
CLOSED
Shares0 from 3,819
Change-3,819 (-100%)
Value$0 (-$202.7K)
Filed 2026-11-05
MCF Advisors LLC
CLOSED
Shares0 from 1,726
Change-1,726 (-100%)
Value$0 (-$91.6K)
Filed 2026-10-28
RMG Wealth Management LLC
CLOSED
Shares0 from 250
Change-250 (-100%)
Value$0 (-$13.8K)
Filed 2026-10-26
Salem Investment Counselors Inc
CLOSED
Shares0 from 250
Change-250 (-100%)
Value$0 (-$13.3K)
Filed 2026-10-13
Robbins Farley
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$164)
Filed 2026-10-21
LPL Financial LLC
N/A
Shares— from 5,257,356
Change-5,257,356 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,244,337
Change-1,244,337 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,033,664
Change-1,033,664 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 882,849
Change-882,849 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 782,148
Change-782,148 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 736,415
Change-736,415 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 709,315
Change-709,315 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 685,569
Change-685,569 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 671,989
Change-671,989 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 404,802
Change-404,802 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 387,889
Change-387,889 (-100%)
Value—
Cascade Wealth Advisors, Inc
N/A
Shares— from 335,192
Change-335,192 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 300,791
Change-300,791 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 279,886
Change-279,886 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 269,510
Change-269,510 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 262,126
Change-262,126 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 228,907
Change-228,907 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 214,677
Change-214,677 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 192,104
Change-192,104 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 162,264
Change-162,264 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 142,802
Change-142,802 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 136,997
Change-136,997 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 133,021
Change-133,021 (-100%)
Value—
LEE Johnson Capital Management, LLC
N/A
Shares— from 132,860
Change-132,860 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 132,336
Change-132,336 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 127,799
Change-127,799 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 124,998
Change-124,998 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 124,338
Change-124,338 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 106,382
Change-106,382 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 98,800
Change-98,800 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 97,716
Change-97,716 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 94,238
Change-94,238 (-100%)
Value—
Centennial Bank
N/A
Shares— from 93,793
Change-93,793 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 91,312
Change-91,312 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 91,033
Change-91,033 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 89,348
Change-89,348 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 88,007
Change-88,007 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 84,280
Change-84,280 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 83,370
Change-83,370 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 82,636
Change-82,636 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 73,821
Change-73,821 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 71,307
Change-71,307 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 71,293
Change-71,293 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 71,262
Change-71,262 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 71,133
Change-71,133 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 69,749
Change-69,749 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 69,674
Change-69,674 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 66,088
Change-66,088 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 65,020
Change-65,020 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 62,351
Change-62,351 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 60,727
Change-60,727 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 60,562
Change-60,562 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 56,978
Change-56,978 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 56,215
Change-56,215 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 50,593
Change-50,593 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 50,401
Change-50,401 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 50,170
Change-50,170 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 50,097
Change-50,097 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 49,824
Change-49,824 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 49,393
Change-49,393 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 48,993
Change-48,993 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 48,759
Change-48,759 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 47,200
Change-47,200 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 44,846
Change-44,846 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 43,149
Change-43,149 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 42,344
Change-42,344 (-100%)
Value—
Readystate Asset Management LP
N/A
Shares— from 41,995
Change-41,995 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 41,177
Change-41,177 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 40,456
Change-40,456 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 39,996
Change-39,996 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 39,954
Change-39,954 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 38,938
Change-38,938 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 38,420
Change-38,420 (-100%)
Value—
&partners
N/A
Shares— from 37,303
Change-37,303 (-100%)
Value—
Pennington Partners & Co., LLC
N/A
Shares— from 36,882
Change-36,882 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 35,882
Change-35,882 (-100%)
Value—
McKinney Capital Management, LLC
N/A
Shares— from 35,451
Change-35,451 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 34,044
Change-34,044 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 33,840
Change-33,840 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 32,768
Change-32,768 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 32,680
Change-32,680 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 32,163
Change-32,163 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 31,805
Change-31,805 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 30,370
Change-30,370 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Thompson David Blair
N/A
Shares— from 29,726
Change-29,726 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 29,611
Change-29,611 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 29,439
Change-29,439 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 29,137
Change-29,137 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 29,116
Change-29,116 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 28,998
Change-28,998 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 28,135
Change-28,135 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 27,728
Change-27,728 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 27,076
Change-27,076 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 26,848
Change-26,848 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 26,386
Change-26,386 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 25,519
Change-25,519 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 25,331
Change-25,331 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 24,593
Change-24,593 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 24,582
Change-24,582 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 22,652
Change-22,652 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 22,638
Change-22,638 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 22,229
Change-22,229 (-100%)
Value—
Jupiter Wealth Management LLC
N/A
Shares— from 21,749
Change-21,749 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 21,263
Change-21,263 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 20,244
Change-20,244 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 19,517
Change-19,517 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 18,617
Change-18,617 (-100%)
Value—
Storgate, LLC
N/A
Shares— from 18,185
Change-18,185 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 17,278
Change-17,278 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 17,078
Change-17,078 (-100%)
Value—
Betterment LLC
N/A
Shares— from 16,977
Change-16,977 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 16,310
Change-16,310 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 14,292
Change-14,292 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 14,129
Change-14,129 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 14,092
Change-14,092 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 13,834
Change-13,834 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 13,688
Change-13,688 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 13,538
Change-13,538 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 12,700
Change-12,700 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 12,543
Change-12,543 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 12,153
Change-12,153 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 11,816
Change-11,816 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 10,983
Change-10,983 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 10,754
Change-10,754 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 10,565
Change-10,565 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 10,446
Change-10,446 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 10,433
Change-10,433 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 10,433
Change-10,433 (-100%)
Value—
Yukon Wealth Management, Inc.
N/A
Shares— from 10,215
Change-10,215 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 10,151
Change-10,151 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 10,112
Change-10,112 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 9,920
Change-9,920 (-100%)
Value—
Core Wealth Advisors, Inc.
N/A
Shares— from 9,793
Change-9,793 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 9,646
Change-9,646 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 8,905
Change-8,905 (-100%)
Value—
Stephens Inc
N/A
Shares— from 8,589
Change-8,589 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 8,586
Change-8,586 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 8,552
Change-8,552 (-100%)
Value—
Camelot Portfolios, LLC
N/A
Shares— from 8,409
Change-8,409 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 8,371
Change-8,371 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 8,294
Change-8,294 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 7,698
Change-7,698 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 7,627
Change-7,627 (-100%)
Value—
FMR LLC
N/A
Shares— from 7,518
Change-7,518 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 7,391
Change-7,391 (-100%)
Value—
Pointe Capital Management LLC
N/A
Shares— from 7,134
Change-7,134 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 6,977
Change-6,977 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 6,687
Change-6,687 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 6,603
Change-6,603 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 6,377
Change-6,377 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 6,357
Change-6,357 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 6,085
Change-6,085 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 5,391
Change-5,391 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 5,215
Change-5,215 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 5,032
Change-5,032 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 4,913
Change-4,913 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 4,723
Change-4,723 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 4,700
Change-4,700 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 4,585
Change-4,585 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 4,544
Change-4,544 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 4,443
Change-4,443 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 4,418
Change-4,418 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 4,403
Change-4,403 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 4,050
Change-4,050 (-100%)
Value—
Poinciana Advisors Group, LLC
N/A
Shares— from 4,013
Change-4,013 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 3,868
Change-3,868 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 3,820
Change-3,820 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 3,818
Change-3,818 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 3,815
Change-3,815 (-100%)
Value—
Stance Capital LLC
N/A
Shares— from 3,777
Change-3,777 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 3,708
Change-3,708 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 3,230
Change-3,230 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 2,625
Change-2,625 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 2,531
Change-2,531 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 1,672
Change-1,672 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,646
Change-1,646 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,623
Change-1,623 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 1,350
Change-1,350 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 1,339
Change-1,339 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,270
Change-1,270 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,175
Change-1,175 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 1,067
Change-1,067 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 850
Change-850 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 826
Change-826 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 785
Change-785 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 771
Change-771 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 738
Change-738 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 601
Change-601 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 595
Change-595 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 594
Change-594 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 584
Change-584 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 556
Change-556 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 385
Change-385 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 79
Change-79 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 20
Change-20 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 13
Change-13 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 5
Change-5 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
Gradient Investments LLC
INCREASED1,095,3321,080,581+14,751+1%$57.4M$58.2M+$870.7K2026-10-08
Howard Capital Management, LLC
INCREASED1,073,896998,615+75,281+8%$53.0M$57.1M+$4.1M2026-10-16
Foguth Wealth Management, Llc.
INCREASED1,068,4881,010,999+57,489+6%$53.6M$57.0M+$3.4M2026-10-19
Hennion & Walsh Asset Management, Inc.
NEW915,241—+915,241——$48.7M—2026-10-13
Madden Securities Corp
DECREASED525,946532,284-6,338-1%$28.3M$28.0M-$294.4K2026-10-27
Kestra Advisory Services, LLC
INCREASED394,507279,801+114,706+41%$14.9M$21.0M+$6.1M2026-11-02
Farther Finance Advisors, LLC
INCREASED310,827275,302+35,525+13%$14.6M$16.5M+$1.9M2026-10-08
Capital Investment Advisory Services, LLC
INCREASED281,726246,423+35,303+14%$13.1M$15.0M+$1.9M2026-10-30
HUB Investment Partners, LLC
INCREASED278,546184,923+93,623+51%$9.8M$14.8M+$5.0M2026-11-03
Cambridge Investment Research Advisors, Inc.
INCREASED235,577189,492+46,085+24%$10.1M$12.5K-$10.0M2026-11-02
Chung Wu Investment Group, LLC
INCREASED230,255157,085+73,170+47%$8.3M$12.2M+$3.9M2026-11-03
Prevail Innovative Wealth Advisors, LLC
INCREASED226,736220,325+6,411+3%$11.7M$12.2M+$549.0K2026-10-20
Independent Financial Group, LLC
INCREASED216,029190,508+25,521+13%$10.1M$11.5M+$1.4M2026-10-13
Marshall & Sterling Wealth Advisors Inc.
INCREASED204,950192,330+12,620+7%$10.2M$10.9M+$686.4K2026-10-28
Centurion Wealth Management LLC
INCREASED193,155189,234+3,921+2%$10.0M$10.3M+$223.7K2026-10-13
Apollon Wealth Management, LLC
INCREASED183,214163,661+19,553+12%$8.7M$9.7M+$1.1M2026-10-23
Indivisible Partners
DECREASED180,557180,638-810%$9.6M$9.6M+$10.2K2026-10-26
Steele Capital Management, Inc.
INCREASED176,865173,620+3,245+2%$9.2M$9.4M+$186.4K2026-11-02
MGO One Seven LLC
INCREASED176,817174,104+2,713+2%$9.2M$9.4M+$158.2K2026-10-28
Sentinel Advisory Group, LLC
INCREASED174,732174,303+429+0%$9.3M$9.3M+$36.7K2026-10-20
RiverTree Advisors, LLC
INCREASED156,508136,699+19,809+14%$7.3M$8.3M+$1.1M2026-10-13
Commonwealth Equity Services, LLC
INCREASED148,830100,642+48,188+48%$5.3M$7.9M+$2.6M2026-11-02
Palacios Wealth Management, LLC
INCREASED136,076121,703+14,373+12%$6.5M$7.2M+$773.9K2026-11-04
SteelPeak Wealth, LLC
INCREASED132,236131,458+778+1%$7.0M$7.0M+$51.9K2026-10-16
Integrity Wealth Partners, LLC
NEW131,943—+131,943——$7.0M—2026-10-14
Principal Financial Group Inc
INCREASED126,591119,170+7,421+6%$6.3M$6.7M+$404.1K2026-11-02
Capital Investment Advisors, LLC
INCREASED122,669106,146+16,523+16%$5.6M$6.5M+$887.1K2026-10-22
RFG Advisory, LLC
INCREASED120,26495,913+24,351+25%$5.1M$6.4M+$1.3M2026-11-03
Mid-American Wealth Advisory Group, Inc.
INCREASED114,37679,478+34,898+44%$4.2M$6.1M+$1.9M2026-10-21
Park Avenue Securities LLC
INCREASED112,15861,724+50,434+82%$3.3M$6.0K-$3.3M2026-10-26
Independence Wealth Advisors, LLC
DECREASED111,430114,083-2,653-2%$6.1M$5.9M-$131.9K2026-10-29
Truist Financial Corp
INCREASED110,28082,351+27,929+34%$4.4M$5.9M+$1.5M2026-10-30
Prota Financial, LLC
INCREASED109,917107,522+2,395+2%$5.7M$5.9M+$148.0K2026-10-08
J.W. Cole Advisors, Inc.
INCREASED106,366100,668+5,698+6%$5.3M$5.7M+$311.0K2026-11-05
HBW Advisory Services LLC
INCREASED101,319101,141+178+0%$5.4M$5.4M+$17.5K2026-10-15
International Assets Investment Management, LLC
INCREASED100,49173,396+27,095+37%$3.9M$5.4M+$1.5M2026-11-02
Sound Income Strategies, LLC
DECREASED99,714101,441-1,727-2%$5.4M$5.4M-$14.9K2026-10-09
Gainplan LLC
INCREASED97,07876,379+20,699+27%$4.1M$5.2M+$1.1M2026-10-09
Fullerton Advisors, LLC
INCREASED97,05591,450+5,605+6%$4.9M$5.2M+$305.3K2026-10-14
Milestone Asset Management, LLC
INCREASED96,10592,873+3,232+3%$4.9M$5.1M+$179.3K2026-10-15
StoneCrest Wealth Management, Inc.
INCREASED94,96293,799+1,163+1%$5.0M$5.0M+$69.3K2026-11-03
Wealth Enhancement Advisory Services, LLC
INCREASED88,45076,450+12,000+16%$4.1M$4.8M+$658.5K2026-10-13
Moran Wealth Management, LLC
INCREASED86,70168,153+18,548+27%$3.6M$4.6M+$991.6K2026-10-22
Nfsg Corp
INCREASED83,62682,075+1,551+2%$4.4M$4.4M+$89.0K2026-10-15
High Net Worth Advisory Group LLC
DECREASED82,41883,224-806-1%$4.4M$4.4M-$36.2K2026-10-26
Oppenheimer & Co Inc
INCREASED81,43164,972+16,459+25%$3.4M$4.3M+$880.3K2026-10-26
Avidian Wealth Enterprises, LLC
INCREASED80,92648,349+32,577+67%$2.6M$4.3M+$1.7M2026-10-08
Unique Wealth, LLC
INCREASED76,00660,492+15,514+26%$3.2M$4.0M+$829.7K2026-10-16
Simplicity Wealth,LLC
INCREASED73,9379,863+64,074+650%$523.6K$3.9M+$3.4M2026-10-23
Investment Partners Asset Management, Inc.
INCREASED73,81372,695+1,118+2%$3.9M$3.9M+$65.3K2026-10-09
Herbst Group, LLC
INCREASED73,01933,044+39,975+121%$1.8M$3.9M+$2.1M2026-10-20
Capital Planning LLC
DECREASED66,38270,710-4,328-6%$3.8M$3.5M-$224.5K2026-10-09
Timothy G. Youngquist 2020 Irrevocable Trust
NEW65,379—+65,379——$3.5M—2026-10-13
Diversify Advisory Services, LLC
INCREASED64,77657,203+7,573+13%$3.0M$3.5M+$493.4K2026-10-20
Diversify Wealth Management, LLC
INCREASED64,77657,203+7,573+13%$3.0M$3.5M+$493.4K2026-10-20
Brookstone Capital Management
INCREASED60,60452,049+8,555+16%$2.8M$3.2M+$459.0K2026-10-22
Ellis Investment Partners, LLC
INCREASED60,32056,411+3,909+7%$3.0M$3.2M+$212.4K2026-10-21
Bauman Advisory Group, LLC
INCREASED59,42239,695+19,727+50%$2.1M$3.2M+$1.1M2026-10-29
Kestra Private Wealth Services, LLC
INCREASED59,05445,554+13,500+30%$2.4M$3.1M+$721.4K2026-10-30
Guardian Financial Partners, LLC
INCREASED58,60658,047+559+1%$3.1M$3.1M+$34.4K2026-11-04
Scott Capital Advisors, LLC
INCREASED58,1188,163+49,955+612%$433.4K$3.1M+$2.7M2026-10-13
Sigma Planning Corp
INCREASED58,10457,525+579+1%$3.1M$3.1M+$35.4K2026-10-23
Triumph Capital Management
DECREASED57,38658,130-744-1%$3.1M$3.1M-$34.9K2026-10-14
PFG Advisors
INCREASED56,67753,767+2,910+5%$2.9M$3.0M+$159.1K2026-10-16
3Edge Asset Management, LP
INCREASED56,52855,477+1,051+2%$2.9M$3.0M+$60.3K2026-10-30
Sowell Financial Services LLC
DECREASED55,07358,361-3,288-6%$3.1M$2.9M-$170.2K2026-10-23
Verus Capital Partners, LLC
INCREASED54,94153,933+1,008+2%$2.9M$2.9M+$57.9K2026-11-03
Kingswood Wealth Advisors, LLC
INCREASED52,86538,449+14,416+37%$2.0M$2.8M+$769.6K2026-10-23
LightSquare Wealth Management, LLC
DECREASED51,18751,225-380%$2.7M$2.7M+$2.1K2026-11-03
Thrivent Financial for Lutherans
INCREASED50,89739,026+11,871+30%$2.1M$2.7K-$2.1M2026-11-05
New Wave Wealth Advisors LLC
NEW50,647—+50,647——$2.7M—2026-10-19
Brown, Lisle Ings, Inc.
INCREASED50,51046,455+4,055+9%$2.5M$2.7M+$219.3K2026-10-16
Concurrent Investment Advisors, LLC
INCREASED48,13128,385+19,746+70%$1.5M$2.6M+$1.1M2026-10-16
Legacy Capital Wealth Partners, LLC
DECREASED47,570125,918-78,348-62%$6.7M$2.5M-$4.2M2026-10-21
Prospera Financial Services Inc
INCREASED46,56937,376+9,193+25%$2.0M$2.4M+$457.1K2026-11-04
Grantvest Financial Group LLC
INCREASED46,39141,569+4,822+12%$2.2M$2.5M+$259.7K2026-10-21
Puff Wealth Management, LLC
INCREASED42,09434,863+7,231+21%$1.9M$2.2M+$387.3K2026-10-07
Plan Group Financial, LLC
INCREASED40,70040,200+500+1%$2.1M$2.2M+$51.4K2026-10-22
Intelligence Driven Advisers, LLC
NEW38,503—+38,503——$2.0M—2026-10-09
Patten Group, Inc.
INCREASED38,18222,057+16,125+73%$1.2M$2.0M+$859.1K2026-10-26
Alkeme Wealth, LLC
NEW37,390—+37,390——$2.0M—2026-10-08
Axxcess Wealth Management, LLC
INCREASED37,16122,399+14,762+66%$1.2M$2.0M+$786.7K2026-10-21
Cascade Investment Group, Inc.
INCREASED34,71833,685+1,033+3%$1.8M$1.8M+$57.6K2026-10-13
Paladin Wealth, LLC
INCREASED33,22931,123+2,106+7%$1.7M$1.8M+$114.5K2026-10-23
Cap Partners, LLC
INCREASED32,80131,897+904+3%$1.7M$1.7M+$50.6K2026-10-19
PDS Planning, Inc
INCREASED31,81529,368+2,447+8%$1.6M$1.7M+$132.5K2026-11-03
Private Trust Co NA
INCREASED31,26226,825+4,437+17%$1.4M$1.7M+$238.1K2026-10-20
Intrua Financial, LLC
INCREASED29,93229,838+94+0%$1.6M$1.6M+$7.4K2026-10-28
Bay Capital Advisors, LLC
INCREASED29,53218,096+11,436+63%$960.7K$1.6M+$609.5K2026-10-16
Studio Investment Management LLC
DECREASED29,05229,082-300%$1.5M$1.5M+$7322026-10-22
Sheets Smith Wealth Management
INCREASED28,28324,623+3,660+15%$1.3M$1.5M+$196.5K2026-10-16
Weaver Consulting Group
DECREASED27,77529,125-1,350-5%$1.5M$1.5M-$69.4K2026-10-07
Oppenheimer Asset Management Inc.
INCREASED26,99624,933+2,063+8%$1.3M$1.4M+$111.7K2026-10-27
Lewis Asset Management, LLC
INCREASED26,86725,389+1,478+6%$1.3M$1.4M+$80.6K2026-10-14
Latitude Advisors, LLC
INCREASED26,15824,470+1,688+7%$1.3M$1.4M+$91.7K2026-10-27
Strategic Blueprint, LLC
INCREASED26,14825,270+878+3%$1.3M$1.4M+$48.7K2026-10-22
BCS Wealth Management
UNCHANGED25,73925,73900%$1.4M$1.4M+$2.1K2026-11-03
Citizens Financial Group Inc
INCREASED24,48219,420+5,062+26%$1.0M$1.3M+$270.7K2026-10-23
Clear Creek Financial Management, LLC
INCREASED24,31522,464+1,851+8%$1.2M$1.3M+$100.2K2026-10-28
Key Client Fiduciary Advisors, LLC
INCREASED24,19122,872+1,319+6%$1.2M$1.3M+$72.0K2026-10-19
Creative Planning
INCREASED24,08420,912+3,172+15%$1.1M$1.3M+$170.3K2026-11-02
Quartz Partners, LLC
INCREASED23,51622,135+1,381+6%$1.2M$1.3M+$75.2K2026-11-03
Compound Planning, Inc.
INCREASED23,34321,848+1,495+7%$1.2M$1.2M+$81.3K2026-11-05
SBI Securities Co., Ltd.
INCREASED22,14219,677+2,465+13%$1.0M$1.2M+$132.6K2026-10-22
Almanack Investment Partners, Llc.
INCREASED21,78217,419+4,363+25%$924.8K$1.2M+$233.4K2026-11-03
MBL Wealth, LLC
INCREASED21,70015,000+6,700+45%$796.4K$1.2M+$357.4K2026-10-22
Vann Equity Management LLC
INCREASED21,63721,069+568+3%$1.1M$1.2M+$31.9K2026-10-08
Clay Northam Wealth Management, LLC
INCREASED20,64918,843+1,806+10%$1.0M$1.1M+$97.5K2026-10-13
Robertson Stephens Wealth Management, LLC
INCREASED20,64118,458+2,183+12%$979.9K$1.1M+$117.5K2026-10-16
Aprio Wealth Management, LLC
INCREASED20,45212,642+7,810+62%$671.2K$1.1M+$416.3K2026-10-28
Certior Financial Group, LLC
UNCHANGED20,45020,45000%$1.1M$1.1M+$1.6K2026-10-19
Elco Management Co., LLC
INCREASED19,82519,425+400+2%$1.0M$1.1M+$22.8K2026-10-14
Compass Financial Management LLC
INCREASED19,81919,453+366+2%$1.0M$1.1M+$21.0K2026-10-30
Traynor Capital Management, Inc.
DECREASED19,73422,149-2,415-11%$1.2M$1.0M-$126.7K2026-10-29
Soltis Investment Advisors LLC
INCREASED19,7016,229+13,472+216%$330.7K$1.0M+$716.8K2026-10-28
Heck Capital Advisors, LLC
DECREASED19,69520,015-320-2%$1.1M$1.0M-$15.4K2026-10-14
PMG Family Office LLC
INCREASED19,52617,703+1,823+10%$939.9K$1.0M+$98.3K2026-10-19
Scheeler Financial LLC
NEW19,516—+19,516——$1.0M—2026-10-13
Lido Advisors, LLC
INCREASED19,21314,073+5,140+37%$747.2K$1.0M+$274.4K2026-11-04
CoreCap Advisors, LLC
INCREASED19,15119,102+49+0%$1.0M$1.0M+$4.1K2026-10-08
Balboa Wealth Partners
INCREASED18,56318,090+473+3%$960.4K$987.0K+$26.6K2026-10-20
Walkner Condon Financial Advisors LLC
INCREASED18,32714,413+3,914+27%$765.2K$974.4K+$209.3K2026-11-02
Rockwood Wealth Management, LLC
UNCHANGED18,29118,29100%$971.1K$972.5K+$1.5K2026-10-27
Capital Wealth Alliance, LLC
INCREASED18,12317,880+243+1%$949.2K$963.6K+$14.4K2026-10-20
Provenance Wealth Advisors, LLC
INCREASED17,98711,441+6,546+57%$607.4K$956.4K+$349.0K2026-10-30
Discipline Wealth Solutions, LLC
INCREASED17,97816,459+1,519+9%$873.8K$955.9K+$82.1K2026-10-14
Dynamic Advisor Solutions LLC
DECREASED17,97719,433-1,456-7%$1.0M$955.8K-$75.9K2026-10-13
Claro Advisors Inc.
INCREASED17,37517,372+3+0%$922.3K$923.8K+$1.6K2026-11-02
Wedbush Securities Inc
INCREASED17,2339,722+7,511+77%$516.0K$916-$515.1K2026-10-22
IFP Advisors, Inc
DECREASED16,79617,808-1,012-6%$945.4K$893.0K-$52.4K2026-10-16
M Holdings Securities, Inc.
INCREASED16,72712,458+4,269+34%$659.0K$880-$658.1K2026-11-03
Entrewealth, LLC
UNCHANGED16,70916,70900%$901.8K$888.4K-$13.4K2026-10-14
Kaizen Financial Strategies
DECREASED16,52124,269-7,748-32%$1.3M$878.4K-$410.0K2026-10-09
Tactive Advisors, LLC
INCREASED16,48314,876+1,607+11%$789.8K$876.4K+$86.7K2026-10-08
Oakworth Capital, Inc.
INCREASED16,36815,368+1,000+7%$815.9K$870.3K+$54.4K2026-10-26
Flagship Harbor Advisors, LLC
DECREASED16,19516,639-444-3%$883.4K$861.1K-$22.3K2026-10-26
StoneX Group Inc.
DECREASED16,18316,488-305-2%$874.8K$860.4K-$14.4K2026-11-03
Wespac Advisors, LLC
INCREASED16,15016,119+31+0%$855.8K$858.7K+$2.9K2026-10-26
Aspen Investment Management Inc
DECREASED15,95558,305-42,350-73%$3.1K$848-$2.2K2026-11-05
Jericho Financial, LLP
INCREASED15,7706,578+9,192+140%$349.2K$838.5K+$489.3K2026-10-13
Magnus Financial Group LLC
INCREASED15,6937,662+8,031+105%$406.8K$834.4K+$427.6K2026-10-21
Flagstar Securities, Inc
INCREASED15,6689,624+6,044+63%$511.0K$833.1K+$322.1K2026-10-15
Choreo, LLC
DECREASED15,483143,372-127,889-89%$7.6M$823.3K-$6.8M2026-10-28
Oregon Pacific Wealth Management, LLC
INCREASED15,36714,752+615+4%$783.2K$817.1K+$33.9K2026-10-20
Virtue Capital Management, LLC
INCREASED15,20911,637+3,572+31%$617.8K$808.7K+$190.9K2026-10-29
Patriot Financial Group Insurance Agency, LLC
INCREASED15,14210,792+4,350+40%$572.9K$805.1K+$232.1K2026-10-14
Bluedoor Private Wealth, LLC
INCREASED15,10612,379+2,727+22%$657.2K$803.2K+$146.0K2026-11-05
Nations Financial Group Inc,
INCREASED15,0578,090+6,967+86%$429.5K$800.6K+$371.1K2026-11-05
Wealthcare Advisory Partners LLC
INCREASED14,5078,538+5,969+70%$453.3K$771.3K+$318.0K2026-10-21
Atlas Private Wealth Advisors
INCREASED13,8957,112+6,783+95%$377.6K$738.8K+$361.2K2026-10-23
MSH Capital Advisors LLC
DECREASED13,57524,517-10,942-45%$1.3M$721.8K-$579.8K2026-11-03
Teamwork Financial Advisors, LLC
DECREASED13,529156,863-143,334-91%$8.3M$719.3K-$7.6M2026-10-19
SeaCrest Wealth Management, LLC
DECREASED12,98115,631-2,650-17%$829.9K$690.2K-$139.6K2026-10-21
Meridian Wealth Management, LLC
INCREASED12,6394,013+8,626+215%$213.1K$672.0K+$459.0K2026-11-05
TrustBank
NEW12,220—+12,220——$649.7K—2026-10-20
PVG Asset Management Corp
DECREASED12,02546,032-34,007-74%$2.4M$639.4K-$1.8M2026-10-19
Cherry Creek Investment Advisors, Inc.
NEW11,760—+11,760——$625.3K—2026-10-14
World Equity Group, Inc.
DECREASED11,67617,821-6,145-34%$946.1K$620.8K-$325.3K2026-10-14
Integrated Advisors Network LLC
INCREASED11,66010,893+767+7%$578.3K$620.0K+$41.7K2026-10-20
Silverlake Wealth Management LLC
INCREASED11,6106,786+4,824+71%$360.3K$617.3K+$257.0K2026-10-21
Cornerstone Wealth Management, LLC
INCREASED11,42011,349+71+1%$602.5K$607.2K+$4.7K2026-11-04
Accel Wealth Management
INCREASED10,98410,769+215+2%$571.7K$584.0K+$12.3K2026-10-13
Griffin Asset Management, Inc.
INCREASED10,8784,443+6,435+145%$235.9K$578.4K+$342.5K2026-10-22
Atria Investments, Inc
DECREASED10,72412,805-2,081-16%$679.8K$570.2K-$109.6K2026-10-15
Fifth Third Bancorp
DECREASED10,70510,841-136-1%$575.5K$569.2K-$6.3K2026-11-05
Bank of New York Mellon Corp
DECREASED10,64013,512-2,872-21%$717.4K$565.7K-$151.6K2026-11-05
Worth Asset Management, LLC
NEW10,300—+10,300——$547.7K—2026-10-07
Vise Technologies, Inc.
INCREASED10,2319,761+470+5%$518.2K$544.0K+$25.8K2026-10-29
Voisard Asset Management Group, Inc.
DECREASED10,20317,000-6,797-40%$902.5K$542.5K-$360.0K2026-10-13
Blueprint Investment Partners LLC
NEW10,157—+10,157——$540.0K—2026-10-28
Eclectic Associates Inc
UNCHANGED10,08010,08000%$535.1K$535.9K+$8062026-10-09
Spinnaker Investment Group, LLC
UNCHANGED10,01110,01100%$531.5K$532.3K+$8012026-10-13
Seros Financial, LLC
DECREASED9,94310,590-647-6%$562.2K$528.7K-$33.6K2026-10-21
Three Magnolias Financial Advisors, LLC
NEW9,784—+9,784——$520.2K—2026-10-14
Larson Financial Group LLC
INCREASED9,6855,969+3,716+62%$316.9K$514.9K+$198.0K2026-11-05
Redwood Family Wealth LLC
DECREASED9,6069,910-304-3%$526.2K$510.7K-$15.4K2026-10-20
Triad Wealth Partners, LLC
INCREASED9,3179,193+124+1%$491.5K$495.4K+$3.9K2026-10-26
Rockport Wealth LLC
DECREASED9,1129,264-152-2%$491.8K$484.5K-$7.3K2026-11-03
Encompass More Asset Management
DECREASED8,96710,207-1,240-12%$541.9K$476.8K-$65.1K2026-10-16
VestGen Advisors, LLC
INCREASED8,9358,910+25+0%$473.0K$475.1K+$2.0K2026-10-27
Financial Management Network Inc
INCREASED8,5458,257+288+3%$438.2K$458.0K+$19.8K2026-10-09
Chicago Partners Investment Group LLC
INCREASED8,5406,396+2,144+34%$334.3K$449.6K+$115.3K2026-10-27
Ergawealth Advisors, Inc.
INCREASED8,5298,353+176+2%$443.5K$453.5K+$10.0K2026-10-21
Synergy Asset Management, LLC
INCREASED8,4694,936+3,533+72%$262.1K$450.3K+$188.2K2026-11-05
Atticus Wealth Management, LLC
NEW8,449—+8,449——$449.3K—2026-10-20
Integrity Alliance, Llc.
NEW8,385—+8,385——$445.8K—2026-10-29
Aurora Private Wealth, Inc.
NEW7,986—+7,986——$425—2026-10-20
Royal Fund Management, LLC
INCREASED7,9796,179+1,800+29%$328.1K$424.3K+$96.2K2026-10-22
Morey & Quinn Wealth Partners, LLC
INCREASED7,9456,175+1,770+29%$327.8K$422.4K+$94.6K2026-10-28
Fiduciary Alliance LLC
DECREASED7,89717,077-9,180-54%$906.6K$419.9K-$486.8K2026-10-13
Signal Advisors Wealth, LLC
INCREASED7,7506,866+884+13%$364.5K$412.0K+$47.5K2026-10-13
Spectrum Advisors, Inc.
UNCHANGED7,5487,54800%$400.7K$401.3K+$6042026-11-03
Signature Estate & Investment Advisors LLC
NEW7,500—+7,500——$398.8K—2026-10-13
Vima LLC
INCREASED7,4005,169+2,231+43%$274.4K$393.5K+$119.0K2026-10-23
Carolina Wealth Management Inc
NEW7,351—+7,351——$390.9K—2026-10-29
Ferguson Wellman Capital Management, Inc
INCREASED7,0004,000+3,000+75%$212.4K$372.2K+$159.8K2026-10-05
TCP Asset Management, LLC
UNCHANGED6,7856,78500%$360.2K$363.7K+$3.5K2026-10-14
Helium Advisors LLC
INCREASED6,7366,190+546+9%$328.6K$358.1K+$29.5K2026-10-23
Cyndeo Wealth Partners, LLC
NEW6,527—+6,527——$347.0K—2026-10-16
Pennsylvania Capital Management Inc
NEW6,510—+6,510——$346.1K—2026-11-05
FSM Wealth Advisors, LLC
UNCHANGED6,4666,46600%$343.3K$349.7K+$6.5K2026-10-27
Wealth Effects LLC
DECREASED6,4278,171-1,744-21%$433.8K$341.7K-$92.1K2026-10-23
D.A. Davidson & Co.
NEW6,350—+6,350——$337.6K—2026-10-28
Rossby Financial, LCC
INCREASED6,2605,550+710+13%$294.6K$332.8K+$38.2K2026-11-05
Partners Wealth Management, LLC
NEW6,160—+6,160——$327.5K—2026-10-28
Heritage OAK Wealth Advisors LLC
INCREASED6,0996,061+38+1%$321.8K$324.3K+$2.5K2026-10-14
Braeburn Wealth Management LLC
UNCHANGED6,0256,02500%$319.9K$320.3K+$4822026-10-15
Facet Wealth, Inc.
INCREASED5,9945,295+699+13%$281.1K$318.7K+$37.6K2026-11-04
Brighton Jones LLC
NEW5,939—+5,939——$315.8K—2026-11-03
Cooper S Advisors, LLC
UNCHANGED5,7775,77700%$306.7K$307.2K+$4622026-11-03
Norden Group LLC
INCREASED5,7404,772+968+20%$253.4K$305.2K+$51.8K2026-10-20
Annex Advisory Services, LLC
NEW5,737—+5,737——$305.0K—2026-10-16
B. Riley Wealth Advisors, Inc.
NEW5,649—+5,649——$300.4K—2026-10-13
Retirement Planning Group, LLC
DECREASED5,6385,650-120%$299.9K$299.8K-$1702026-10-19
Hengehold Capital Management LLC
NEW5,633—+5,633——$299.5K—2026-10-16
IPG Investment Advisors LLC
UNCHANGED5,3995,39900%$286.6K$287.1K+$4322026-10-30
US Bancorp \de\
INCREASED5,3583,563+1,795+50%$189.2K$284.9K+$95.7K2026-11-05
Trust Investment Advisors
NEW5,110—+5,110——$271.7K—2026-10-20
Abel Hall, LLC
UNCHANGED5,0005,00000%$265.5K$265.9K+$4002026-10-19
Waldron Private Wealth LLC
INCREASED4,8124,033+779+19%$214.1K$255.9K+$41.7K2026-11-02
Genesee Capital Advisors, LLC
INCREASED4,7794,637+142+3%$246.2K$254.1K+$7.9K2026-10-20
Venture Visionary Partners LLC
INCREASED4,7624,758+4+0%$252.6K$253.2K+$6142026-10-07
EverSource Wealth Advisors, LLC
UNCHANGED4,7294,72900%$251.1K$251.4K+$3782026-11-04
Global Assets Advisory, LLC
NEW4,713—+4,713——$253.8K—2026-10-28
Independent Wealth Network Inc.
INCREASED4,7114,420+291+7%$234.6K$250.5K+$15.8K2026-10-19
Parallel Advisors, LLC
INCREASED4,7033,569+1,134+32%$189.5K$250.1K+$60.6K2026-11-03
Castleview Partners, LLC
NEW4,596—+4,596——$244.4K—2026-10-09
New England Private Wealth Advisors LLC
INCREASED4,4864,464+22+0%$233.5K$238.5K+$5.0K2026-10-19
Ashton Thomas Private Wealth, LLC
INCREASED4,4414,352+89+2%$231.0K$236.1K+$5.1K2026-11-03
BG Investment Services, LLC
NEW4,425—+4,425——$235.3K—2026-10-23
Global Wealth Strategies & Associates
UNCHANGED4,3254,32500%$229.6K$230.0K+$3462026-10-02
Principle Wealth Partners LLC
NEW4,175—+4,175——$222.0K—2026-11-02
Redhawk Wealth Advisors, Inc.
INCREASED4,1423,812+330+9%$202.4K$220.2K+$17.9K2026-10-14
Noble Wealth Management PBC
UNCHANGED4,0504,05000%$215.0K$215.3K+$3242026-10-01
Kingstone Capital Partners Texas, LLC
INCREASED4,0103,809+201+5%$202.2K$213.2K+$11.0K2026-11-03
Investmark Advisory Group LLC
NEW4,003—+4,003——$212.9K—2026-10-27
Bright Futures Wealth Management, Llc.
NEW3,954—+3,954——$210.3K—2026-10-23
Landmark Wealth Management, LLC
NEW3,950—+3,950——$210.0K—2026-11-03
Willner & Heller, LLC
INCREASED3,8813,836+45+1%$203.6K$206.4K+$2.7K2026-10-28
Ascentis Independent Advisors
NEW3,739—+3,739——$198.8K—2026-11-03
Birch Financial Group, LLC
NEW3,591—+3,591——$191.0K—2026-10-27
GHP Investment Advisors, Inc.
INCREASED3,1152,974+141+5%$157.9K$165.6K+$7.7K2026-10-15
Angeles Wealth Management, LLC
DECREASED2,87414,374-11,500-80%$763.1K$152.8K-$610.3K2026-10-26
Lanark Financial, Inc.
INCREASED2,8462,566+280+11%$136.2K$151.3K+$15.1K2026-10-26
Reyes Financial Architecture, Inc.
UNCHANGED2,7132,71300%$144.0K$144.3K+$2172026-10-22
Sunrise Financial Services, LLC
UNCHANGED2,6702,67000%$141.8K$142.0K+$2142026-10-21
Arlington Trust Co LLC
INCREASED2,4001,200+1,200+100%$63.7K$127.6K+$63.9K2026-10-20
Evolution Wealth Management Inc.
DECREASED2,2552,372-117-5%$125.9K$119.9K-$6.0K2026-10-28
Nemes Rush Group LLC
INCREASED2,0561,995+61+3%$105.9K$109.3K+$3.4K2026-11-04
City State Bank
UNCHANGED2,0002,00000%$106.2K$106.3K+$1602026-10-20
Key Capital Management, Inc
INCREASED1,884801+1,083+135%$42.5K$100.2K+$57.6K2026-11-03
Pension & Wealth Management Advisors, Inc.
NEW1,384—+1,384——$73.6K—2026-10-16
Activest Wealth Management
DECREASED1,3393,801-2,462-65%$201.8K$71.2K-$130.6K2026-10-15
Montag A & Associates Inc
UNCHANGED1,3071,30700%$69.4K$69.5K+$1052026-10-29
Root Financial Partners, LLC
NEW1,139—+1,139——$60.6K—2026-10-21
Tompkins Financial Corp
UNCHANGED1,0621,06200%$56.4K$56.5K+$852026-10-05
UMB Private Wealth Management, LLC
NEW1,008—+1,008——$53.6K—2026-10-19
Essential Investment Partners LLC
UNCHANGED1,0001,00000%$53.1K$53.2K+$802026-10-27
Trust Co of Vermont
UNCHANGED95195100%$50.5K$50.6K+$762026-10-21
Creative Financial Designs Inc
UNCHANGED91091000%$48.3K$48.4K+$732026-11-04
Advocate Investing Services LLC
UNCHANGED80080000%$42.5K$42.5K+$642026-10-26
Murphy & Mullick Capital Management Corp
INCREASED600350+250+71%$18.6K$31.9K+$13.3K2026-11-02
Pinnacle Bancorp, Inc.
UNCHANGED59459400%$31.5K$31.6K+$482026-10-21
United Community Bank
INCREASED592500+92+18%$26.5K$31.5K+$4.9K2026-10-28
Vision Financial Markets LLC
DECREASED526997-471-47%$52.9K$28.0K-$24.9K2026-10-22
Nova Financial LLC
NEW354—+354——$18.8K—2026-11-04
Assetmark, Inc
DECREASED316337-21-6%$17.9K$16.8K-$1.1K2026-10-21
Berbice Capital Management LLC
NEW300—+300——$16.0K—2026-10-13
Mather Group, Llc.
UNCHANGED26526500%$14.1K$14.1K+$212026-10-14
Bfsg, LLC
INCREASED263255+8+3%$13.5K$14.0K+$4372026-10-30
TD Waterhouse Canada Inc.
NEW199—+199——$10.6K—2026-10-16
Financial Management Professionals, Inc.
UNCHANGED19819800%$10.5K$10.5K+$162026-10-23
Financial Network Wealth Advisors LLC
NEW185—+185——$9.8K—2026-10-28
GK Wealth Management LLC
NEW146—+146——$7.8K—2026-10-09
Duncker Streett & Co Inc
UNCHANGED10010000%$5.3K$5.3K+$82026-10-27
Plante Moran Financial Advisors, LLC
NEW55—+55——$2.9K—2026-11-04
Highline Wealth Partners LLC
UNCHANGED505000%$2.7K$2.7K+$42026-10-19
Dhjj Financial Advisors, Ltd.
UNCHANGED373700%$2.0K$2.0K+$32026-10-23
IFS Advisors, LLC
NEW19—+19——$1.0K—2026-10-14
Mountain Hill Investment Partners Corp.
INCREASED1611+5+45%$579$871+$2922026-10-23
Bradley & Co. Private Wealth Management, LLC
UNCHANGED1100%$53$53$02026-10-23
FNY Investment Advisers, LLC
CLOSED037,000-37,000-100%$2.0K$0-$2.0K2026-10-16
Jefferies Financial Group Inc.
CLOSED022,850-22,850-100%$1.2M$0-$1.2M2026-11-05
Forum Financial Management, LP
CLOSED06,880-6,880-100%$365.2K$0-$365.2K2026-10-16
Fulcrum Equity Management
CLOSED05,519-5,519-100%$293.0K$0-$293.0K2026-10-21
Simplex Trading, LLC
CLOSED04,744-4,744-100%$251.9K$0-$251.9K2026-11-04
Stenger Family Office, LLC
CLOSED04,225-4,225-100%$224.3K$0-$224.3K2026-10-22
Zega Investments, LLC
CLOSED04,031-4,031-100%$214.0K$0-$214.0K2026-11-04
AlphaStar Capital Management, LLC
CLOSED03,839-3,839-100%$203.8K$0-$203.8K2026-10-16
A4 Wealth Advisors LLC
CLOSED03,839-3,839-100%$203.8K$0-$203.8K2026-10-20
First Security Investment Management, Inc.
CLOSED03,819-3,819-100%$202.7K$0-$202.7K2026-11-05
MCF Advisors LLC
CLOSED01,726-1,726-100%$91.6K$0-$91.6K2026-10-28
RMG Wealth Management LLC
CLOSED0250-250-100%$13.8K$0-$13.8K2026-10-26
Salem Investment Counselors Inc
CLOSED0250-250-100%$13.3K$0-$13.3K2026-10-13
Robbins Farley
CLOSED03-3-100%$164$0-$1642026-10-21
LPL Financial LLC
N/A—5,257,356-5,257,356-100%$279.1M———
Royal Bank of Canada
N/A—1,244,337-1,244,337-100%$66.1M———
UBS Group AG
N/A—1,033,664-1,033,664-100%$54.9M———
MML Investors Services, LLC
N/A—882,849-882,849-100%$46.9M———
Cetera Investment Advisers
N/A—782,148-782,148-100%$41.5M———
Raymond James Financial Inc
N/A—736,415-736,415-100%$39.1M———
Envestnet Asset Management Inc
N/A—709,315-709,315-100%$37.7M———
Private Advisor Group, LLC
N/A—685,569-685,569-100%$36.4M———
Stifel Financial Corp
N/A—671,989-671,989-100%$35.7M———
Second Half Financial Partners, LLC
N/A—404,802-404,802-100%$21.5M———
Merit Financial Group, LLC
N/A—387,889-387,889-100%$20.6M———
Cascade Wealth Advisors, Inc
N/A—335,192-335,192-100%$18.2M———
Aventura Private Wealth, LLC
N/A—300,791-300,791-100%$16.0M———
Stratos Wealth Partners, Ltd.
N/A—279,886-279,886-100%$14.9M———
Summit Financial, LLC
N/A—269,510-269,510-100%$14.3M———
URS Advisory LLC
N/A—262,126-262,126-100%$13.9M———
Steward Partners Investment Advisory, LLC
N/A—228,907-228,907-100%$12.2M———
Ausdal Financial Partners, Inc.
N/A—214,677-214,677-100%$11.4M———
Baker Avenue Asset Management, LP
N/A—192,104-192,104-100%$10.2M———
Ameritas Advisory Services, LLC
N/A—162,264-162,264-100%$8.6M———
Osaic Holdings, Inc.
N/A—142,802-142,802-100%$7.6M———
SageGuard Financial Group, LLC
N/A—136,997-136,997-100%$7.3M———
Northwestern Mutual Wealth Management Co
N/A—133,021-133,021-100%$7.1M———
LEE Johnson Capital Management, LLC
N/A—132,860-132,860-100%$7.1M———
Belpointe Asset Management LLC
N/A—132,336-132,336-100%$7.0M———
Delta Investment Management, LLC
N/A—127,799-127,799-100%$6.8M———
Baird Financial Group, Inc.
N/A—124,998-124,998-100%$6.6M———
Citadel Advisors LLC
N/A—124,338-124,338-100%$6.6M———
Kingsview Wealth Management, LLC
N/A—106,382-106,382-100%$5.6M———
Foundations Investment Advisors, LLC
N/A—98,800-98,800-100%$5.2M———
Waverly Advisors, LLC
N/A—97,716-97,716-100%$5.2M———
Integrated Wealth Concepts LLC
N/A—94,238-94,238-100%$5.0M———
Centennial Bank
N/A—93,793-93,793-100%$5.0M———
IHT Wealth Management, LLC
N/A—91,312-91,312-100%$4.8M———
HighTower Advisors, LLC
N/A—91,033-91,033-100%$4.8M———
PSI Advisors, LLC
N/A—89,348-89,348-100%$4.7M———
Astoria Portfolio Advisors Llc.
N/A—88,007-88,007-100%$4.7M———
Mutual Advisors, LLC
N/A—84,280-84,280-100%$4.5M———
PFG Investments, LLC
N/A—83,370-83,370-100%$4.4M———
Perennial Investment Advisors, LLC
N/A—82,636-82,636-100%$4.4M———
Garden State Investment Advisory Services LLC
N/A—73,821-73,821-100%$3.9M———
Navis Wealth Advisors, LLC
N/A—71,307-71,307-100%$3.8M———
FSA Advisors, Inc.
N/A—71,293-71,293-100%$3.8M———
IFG Advisory, LLC
N/A—71,262-71,262-100%$3.8M———
West Michigan Advisors, LLC
N/A—71,133-71,133-100%$3.8M———
World Investment Advisors
N/A—69,749-69,749-100%$3.5M———
AE Wealth Management LLC
N/A—69,674-69,674-100%$3.7M———
Owen LaRue, LLC
N/A—66,088-66,088-100%$3.5M———
Range Advisory, LLC
N/A—65,020-65,020-100%$3.5M———
Mariner, LLC
N/A—62,351-62,351-100%$3.3M———
Rockefeller Capital Management L.P.
N/A—60,727-60,727-100%$3.2M———
Arete Wealth Advisors, LLC
N/A—60,562-60,562-100%$3.2M———
Quadrature Capital Ltd
N/A—56,978-56,978-100%$3.0M———
Janney Montgomery Scott LLC
N/A—56,215-56,215-100%$3.0M———
Cary Street Partners Financial LLC
N/A—50,593-50,593-100%$2.7M———
WCG Wealth Advisors LLC
N/A—50,401-50,401-100%$2.7M———
Equitable Holdings, Inc.
N/A—50,170-50,170-100%$2.7M———
Level Four Advisory Services, LLC
N/A—50,097-50,097-100%$2.7M———
Great Valley Advisor Group, Inc.
N/A—49,824-49,824-100%$2.6M———
BFC Planning, Inc.
N/A—49,393-49,393-100%$2.6M———
Insigneo Advisory Services, LLC
N/A—48,993-48,993-100%$2.6M———
Smith, Moore & Co.
N/A—48,759-48,759-100%$2.6M———
Renaissance Technologies LLC
N/A—47,200-47,200-100%$2.5M———
Centaurus Financial, Inc.
N/A—44,846-44,846-100%$2.4M———
Arax Advisory Partners
N/A—43,149-43,149-100%$2.3M———
HRT Financial LP
N/A—42,344-42,344-100%$2.2M———
Readystate Asset Management LP
N/A—41,995-41,995-100%$2.2M———
Focus Partners Wealth
N/A—41,177-41,177-100%$2.2M———
MAI Capital Management
N/A—40,456-40,456-100%$2.1M———
BlueStem Wealth Partners, LLC
N/A—39,996-39,996-100%$2.1M———
IEQ Capital, LLC
N/A—39,954-39,954-100%$2.1M———
Cerity Partners LLC
N/A—38,938-38,938-100%$2.1M———
Brown Financial Advisors
N/A—38,420-38,420-100%$2.0M———
&partners
N/A—37,303-37,303-100%$2.0M———
Pennington Partners & Co., LLC
N/A—36,882-36,882-100%$2.0M———
SHP Wealth Management
N/A—35,882-35,882-100%$1.9M———
McKinney Capital Management, LLC
N/A—35,451-35,451-100%$1.9M———
CreativeOne Wealth, LLC
N/A—34,044-34,044-100%$1.8M———
Orion Porfolio Solutions, LLC
N/A—33,840-33,840-100%$1.8M———
Kovack Advisors, Inc.
N/A—32,768-32,768-100%$1.7M———
Coppell Advisory Solutions LLC
N/A—32,680-32,680-100%$901.4K———
Regal Investment Advisors LLC
N/A—32,163-32,163-100%$1.7M———
Arkadios Wealth Advisors
N/A—31,805-31,805-100%$1.7M———
CCG Wealth Management, LLC
N/A—30,370-30,370-100%$1.6M———
Two Sigma Investments, LP
N/A—30,000-30,000-100%$1.6M———
Thompson David Blair
N/A—29,726-29,726-100%$1.6M———
Aptus Capital Advisors, LLC
N/A—29,611-29,611-100%$1.6M———
Sanctuary Advisors, LLC
N/A—29,439-29,439-100%$1.6M———
Stratos Wealth Advisors, LLC
N/A—29,137-29,137-100%$1.5M———
Gateway Wealth Partners, LLC
N/A—29,116-29,116-100%$1.5M———
NewEdge Advisors, LLC
N/A—28,998-28,998-100%$1.5M———
Snowden Capital Advisors LLC
N/A—28,135-28,135-100%$1.5M———
Wealth Alliance, LLC
N/A—27,728-27,728-100%$1.5M———
Strategic Wealth Partners, Ltd.
N/A—27,076-27,076-100%$1.4M———
EP Wealth Advisors, LLC
N/A—26,848-26,848-100%$1.4M———
Seaview Investment Managers LLC
N/A—26,386-26,386-100%$1.4M———
Banco BTG Pactual S.A.
N/A—25,519-25,519-100%$1.4M———
Alpha Financial Partners LLC
N/A—25,331-25,331-100%$1.3M———
Mattson Financial Services, LLC
N/A—24,593-24,593-100%$1.3M———
CIBC Bancorp USA Inc.
N/A—24,582-24,582-100%$1.3M———
Beacon Pointe Advisors, LLC
N/A—22,652-22,652-100%$1.2M———
Bank of America Corp
N/A—22,638-22,638-100%$1.2M———
NewEdge Wealth, LLC
N/A—22,229-22,229-100%$1.2M———
Jupiter Wealth Management LLC
N/A—21,749-21,749-100%$1.2M———
Jane Street Group, LLC
N/A—21,263-21,263-100%$1.1M———
Chilton Investment Co Inc.
N/A—20,244-20,244-100%$1.1M———
AlTi Global, Inc.
N/A—19,517-19,517-100%$1.0M———
Harbour Investments, Inc.
N/A—18,617-18,617-100%$988.4K———
Storgate, LLC
N/A—18,185-18,185-100%$965.4K———
Resurgent Financial Advisors LLC
N/A—17,278-17,278-100%$917.3K———
Wells Fargo & Company
N/A—17,078-17,078-100%$906.7K———
Betterment LLC
N/A—16,977-16,977-100%$901.0K———
Captrust Financial Advisors
N/A—16,310-16,310-100%$865.9K———
Camarda Financial Advisors, LLC
N/A—14,292-14,292-100%$758.8K———
Mission Hills Financial Advisory, LLC
N/A—14,129-14,129-100%$750.1K———
Stratos Investment Management, LLC
N/A—14,092-14,092-100%$748.2K———
Morgan Stanley
N/A—13,834-13,834-100%$734.4K———
Gladstone Institutional Advisory LLC
N/A—13,688-13,688-100%$726.7K———
Savant Capital, LLC
N/A—13,538-13,538-100%$695.0K———
Two Sigma Securities, LLC
N/A—12,700-12,700-100%$674.2K———
Wellington Grp LLC
N/A—12,543-12,543-100%$665.9K———
Ponta Wealth Partners, LLC
N/A—12,153-12,153-100%$645.2K———
Strategic Financial Concepts, LLC
N/A—11,816-11,816-100%$627.3K———
Independent Advisor Alliance
N/A—10,983-10,983-100%$583.1K———
Savvy Advisors, Inc.
N/A—10,754-10,754-100%$570.9K———
Stock Yards Bank & Trust Co
N/A—10,565-10,565-100%$560.9K———
Westbourne Investments, Inc.
N/A—10,446-10,446-100%$554.6K———
Alongside, LLC
N/A—10,433-10,433-100%$553.9K———
49 Wealth Management, LLC
N/A—10,433-10,433-100%$553.9K———
Yukon Wealth Management, Inc.
N/A—10,215-10,215-100%$542.3K———
Pasadena Private Wealth, LLC
N/A—10,151-10,151-100%$538.9K———
Brown Advisory Inc
N/A—10,112-10,112-100%$536.8K———
Thoroughbred Financial Services, LLC
N/A—9,920-9,920-100%$526.0K———
Core Wealth Advisors, Inc.
N/A—9,793-9,793-100%$519.9K———
Money Concepts Capital Corp
N/A—9,646-9,646-100%$512.1K———
Keystone Financial Group
N/A—8,905-8,905-100%$472.8K———
Stephens Inc
N/A—8,589-8,589-100%$456.0K———
Copley Financial Group, Inc.
N/A—8,586-8,586-100%$455.8K———
Advisory Services Network, LLC
N/A—8,552-8,552-100%$454.0K———
Camelot Portfolios, LLC
N/A—8,409-8,409-100%$446.4K———
Novak & Powell Financial Services, Inc.
N/A—8,371-8,371-100%$444.4K———
Bank of Montreal
N/A—8,294-8,294-100%$440.3K———
Allworth Financial LP
N/A—7,698-7,698-100%$408.7K———
AQR Capital Management LLC
N/A—7,627-7,627-100%$404.9K———
FMR LLC
N/A—7,518-7,518-100%$399.2K———
XTX Topco Ltd
N/A—7,391-7,391-100%$392.4K———
Pointe Capital Management LLC
N/A—7,134-7,134-100%$378.7K———
Cresset Asset Management, LLC
N/A—6,977-6,977-100%$370.4K———
Texas Capital Bank Wealth Management Services Inc
N/A—6,687-6,687-100%$355.0K———
Envestnet Portfolio Solutions, Inc.
N/A—6,603-6,603-100%$350.5K———
Keating Financial Advisory Services, Inc.
N/A—6,377-6,377-100%$338.6K———
Sonoma Allocations LLC
N/A—6,357-6,357-100%$338.6K———
Smartleaf Asset Management LLC
N/A—6,085-6,085-100%$320.8K———
Fortress Private Ledger, LLC
N/A—5,391-5,391-100%$286.2K———
Kapstone Financial Advisors LLC
N/A—5,215-5,215-100%$276.9K———
Berger Financial Group, Inc
N/A—5,032-5,032-100%$267.2K———
Mercer Global Advisors Inc
N/A—4,913-4,913-100%$260.8K———
Clearstead Advisors, LLC
N/A—4,723-4,723-100%$250.8K———
Geneos Wealth Management Inc.
N/A—4,700-4,700-100%$249.5K———
Safe Harbor Fiduciary, LLC
N/A—4,585-4,585-100%$243.4K———
Nvest Financial, LLC
N/A—4,544-4,544-100%$241.3K———
Global Retirement Partners, LLC
N/A—4,443-4,443-100%$235.9K———
Jones Financial Companies Lllp
N/A—4,418-4,418-100%$229.7K———
Tulsa Wealth Advisors, Inc
N/A—4,403-4,403-100%$233.8K———
Second Line Capital, LLC
N/A—4,050-4,050-100%$215.0K———
Poinciana Advisors Group, LLC
N/A—4,013-4,013-100%$213.1K———
BlackRock, Inc.
N/A—3,868-3,868-100%$205.4K———
Wealthspire Advisors, LLC
N/A—3,820-3,820-100%$202.8K———
Wealth Care LLC
N/A—3,818-3,818-100%$202.7K———
Silver OAK Securities, Incorporated
N/A—3,815-3,815-100%$202.5K———
Stance Capital LLC
N/A—3,777-3,777-100%$200.5K———
IMA Advisory Services, Inc.
N/A—3,708-3,708-100%$196.9K———
PNC Financial Services Group, Inc.
N/A—3,230-3,230-100%$171.5K———
UMB Bank, n.a.
N/A—2,625-2,625-100%$139.4K———
Medallion Wealth Advisors, LLC
N/A—2,531-2,531-100%$134.6K———
Luminist Capital LLC
N/A—1,672-1,672-100%$88.8K———
Founders Financial Alliance, LLC
N/A—1,646-1,646-100%$87.4K———
Fiduciary Financial Advisors
N/A—1,623-1,623-100%$86.2K———
SOA Wealth Advisors, Llc.
N/A—1,350-1,350-100%$71.7K———
Strive Financial Group,LLC
N/A—1,339-1,339-100%$71.1K———
Federation des caisses Desjardins du Quebec
N/A—1,270-1,270-100%$67.4K———
Huntington National Bank
N/A—1,175-1,175-100%$62.4K———
HighMark Wealth Management LLC
N/A—1,067-1,067-100%$56.7K———
Innovative Asset Advisors Group, LLC
N/A—850-850-100%$45.1K———
Institute for Wealth Management, Llc.
N/A—826-826-100%$43.9K———
Ancora Advisors LLCA
N/A—785-785-100%$41.7K———
Financial Gravity Companies, Inc.
N/A—771-771-100%$40.9K———
HFM Investment Advisors, LLC
N/A—738-738-100%$39.1K———
Continuum Advisory, LLC
N/A—601-601-100%$31.9K———
JPMorgan Chase & Co
N/A—595-595-100%$31.4K———
Roble, Belko & Company, Inc
N/A—594-594-100%$32———
Berthel, Fisher & Company Financial Services, Inc.
N/A—584-584-100%$31.0K———
Capital Analysts, LLC
N/A—556-556-100%$30———
O'shaughnessy Asset Management, LLC
N/A—385-385-100%$20.4K———
Game Plan Financial Advisors, LLC
N/A—200-200-100%$10.6K———
Private Wealth Asset Management, LLC
N/A—100-100-100%$5.3K———
Bogart Wealth, LLC
N/A—79-79-100%$4.2K———
National Bank of Canada
N/A—20-20-100%$1.1K———
Kerr Financial Planning Corp
N/A—13-13-100%$677———
VSM Wealth Advisory, LLC
N/A—6-6-100%$293———
Crewe Advisors LLC
N/A—5-5-100%$266———
Russell Investments Group, Ltd.
N/A—4-4-100%$212———
Showing 497 of 497 institutions