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Neos Nasdaq-100 High Inc ETF (QQQI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Howard Capital Management, LLC
INCREASED
Shares1,019,392 from 940,809
Change+78,583 (+8%)
Value$56.6M (+$3.2M)
Filed 2026-10-16
Foguth Wealth Management, Llc.
INCREASED
Shares793,243 from 735,478
Change+57,765 (+8%)
Value$42.5M (+$2.6M)
Filed 2026-10-19
Independent Financial Group, LLC
INCREASED
Shares554,842 from 534,418
Change+20,424 (+4%)
Value$30.8M (+$471.9K)
Filed 2026-10-13
Capital Investment Advisory Services, LLC
INCREASED
Shares463,786 from 413,694
Change+50,092 (+12%)
Value$25.8M (+$2.3M)
Filed 2026-10-30
Madden Securities Corp
DECREASED
Shares451,132 from 454,657
Change-3,525 (-1%)
Value$25.1M (-$759.6K)
Filed 2026-10-27
Apollon Wealth Management, LLC
INCREASED
Shares324,071 from 288,095
Change+35,976 (+12%)
Value$18.0M (+$1.6M)
Filed 2026-10-23
MBL Wealth, LLC
INCREASED
Shares321,357 from 292,422
Change+28,935 (+10%)
Value$17.9M (+$1.2M)
Filed 2026-10-22
J.W. Cole Advisors, Inc.
INCREASED
Shares229,873 from 207,608
Change+22,265 (+11%)
Value$12.8M (+$979.4K)
Filed 2026-11-05
Palacios Wealth Management, LLC
INCREASED
Shares173,729 from 159,762
Change+13,967 (+9%)
Value$9.7M (+$577.8K)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares172,906 from 152,016
Change+20,890 (+14%)
Value$9.6K (-$8.6M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares172,668 from 175,214
Change-2,546 (-1%)
Value$9.6M (-$358.7K)
Filed 2026-11-02
Cornerstone Enterprises, LLC
INCREASED
Shares171,978 from 45,387
Change+126,591 (+279%)
Value$9.6M (+$7.0M)
Filed 2026-10-15
Chung Wu Investment Group, LLC
INCREASED
Shares164,966 from 146,296
Change+18,670 (+13%)
Value$9.2M (+$855.7K)
Filed 2026-11-03
ARQ Wealth Advisors, LLC
INCREASED
Shares151,415 from 138,848
Change+12,567 (+9%)
Value$8.4M (+$866.1K)
Filed 2026-10-29
SBI Securities Co., Ltd.
INCREASED
Shares151,349 from 135,013
Change+16,336 (+12%)
Value$8.4M (+$740.0K)
Filed 2026-10-22
RFG Advisory, LLC
INCREASED
Shares142,546 from 124,100
Change+18,446 (+15%)
Value$7.9M (+$870.8K)
Filed 2026-11-03
New Wave Wealth Advisors LLC
INCREASED
Shares135,617 from 8,444
Change+127,173 (+1506%)
Value$7.6M (+$7.1M)
Filed 2026-10-19
RiverTree Advisors, LLC
INCREASED
Shares129,488 from 104,729
Change+24,759 (+24%)
Value$7.2M (+$1.2M)
Filed 2026-10-13
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares120,250 from 65,417
Change+54,833 (+84%)
Value$6.8M (+$3.1M)
Filed 2026-10-20
Genesee Capital Advisors, LLC
INCREASED
Shares116,781 from 115,720
Change+1,061 (+1%)
Value$6.5M (-$84.6K)
Filed 2026-10-20
StoneCrest Wealth Management, Inc.
INCREASED
Shares104,441 from 103,394
Change+1,047 (+1%)
Value$5.8M (-$70.0K)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares101,166 from 70,645
Change+30,521 (+43%)
Value$5.6M (+$1.6M)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares100,218 from 56,674
Change+43,544 (+77%)
Value$5.1M (+$1.9M)
Filed 2026-10-13
Independence Wealth Advisors, LLC
INCREASED
Shares97,571 from 94,227
Change+3,344 (+4%)
Value$5.4M (+$68.9K)
Filed 2026-10-29
Farther Finance Advisors, LLC
DECREASED
Shares97,086 from 110,068
Change-12,982 (-12%)
Value$5.4M (-$857.6K)
Filed 2026-10-08
Principal Financial Group Inc
INCREASED
Shares93,793 from 68,975
Change+24,818 (+36%)
Value$5.2M (+$1.3M)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares83,398 from 69,989
Change+13,409 (+19%)
Value$4.6M (+$658.1K)
Filed 2026-10-30
Virtue Capital Management, LLC
INCREASED
Shares80,388 from 79,393
Change+995 (+1%)
Value$4.5M (-$43.2K)
Filed 2026-10-29
Kestra Private Wealth Services, LLC
INCREASED
Shares78,410 from 69,770
Change+8,640 (+12%)
Value$4.4M (+$393.5K)
Filed 2026-10-30
Park Avenue Securities LLC
INCREASED
Shares74,101 from 64,165
Change+9,936 (+15%)
Value$4.1K (-$3.6M)
Filed 2026-10-26
Nfsg Corp
INCREASED
Shares71,420 from 68,557
Change+2,863 (+4%)
Value$4.0M (+$74.0K)
Filed 2026-10-15
Eddie Patel Inc
DECREASED
Shares66,903 from 68,489
Change-1,586 (-2%)
Value$3.7M (-$173.0K)
Filed 2026-11-02
Milestone Asset Management, LLC
DECREASED
Shares66,186 from 69,054
Change-2,868 (-4%)
Value$3.7M (-$244.9K)
Filed 2026-10-15
October Effect Ltd
INCREASED
Shares65,744 from 15,507
Change+50,237 (+324%)
Value$3.7M (+$2.8M)
Filed 2026-10-20
Timothy G. Youngquist 2020 Irrevocable Trust
NEW
Shares64,032
Change+64,032
Value$3.6M
Filed 2026-10-13
Brookstone Capital Management
INCREASED
Shares63,205 from 58,848
Change+4,357 (+7%)
Value$3.5M (+$169.1K)
Filed 2026-10-22
Diversify Wealth Management, LLC
INCREASED
Shares56,921 from 48,234
Change+8,687 (+18%)
Value$3.1M (+$588.9K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares56,921 from 48,234
Change+8,687 (+18%)
Value$3.1M (+$588.9K)
Filed 2026-10-20
Norden Group LLC
INCREASED
Shares55,938 from 52,587
Change+3,351 (+6%)
Value$3.1M (+$121.0K)
Filed 2026-10-20
Concurrent Investment Advisors, LLC
INCREASED
Shares55,905 from 48,274
Change+7,631 (+16%)
Value$3.1M (+$364.0K)
Filed 2026-10-16
SteelPeak Wealth, LLC
INCREASED
Shares53,067 from 42,328
Change+10,739 (+25%)
Value$2.9M (+$544.1K)
Filed 2026-10-16
Gainplan LLC
INCREASED
Shares50,990 from 44,586
Change+6,404 (+14%)
Value$2.8M (+$300.5K)
Filed 2026-10-09
Avidian Wealth Enterprises, LLC
INCREASED
Shares48,695 from 33,179
Change+15,516 (+47%)
Value$2.7M (+$820.8K)
Filed 2026-10-08
Cap Partners, LLC
INCREASED
Shares47,324 from 43,497
Change+3,827 (+9%)
Value$2.6M (+$158.7K)
Filed 2026-10-19
Herbst Group, LLC
INCREASED
Shares45,382 from 21,661
Change+23,721 (+110%)
Value$2.5M (+$1.3M)
Filed 2026-10-20
Indivisible Partners
DECREASED
Shares44,953 from 46,449
Change-1,496 (-3%)
Value$2.5M (-$140.7K)
Filed 2026-10-26
Puff Wealth Management, LLC
INCREASED
Shares44,667 from 36,710
Change+7,957 (+22%)
Value$2.5M (+$396.5K)
Filed 2026-10-07
Ellis Investment Partners, LLC
INCREASED
Shares44,658 from 44,356
Change+302 (+1%)
Value$2.5M (-$38.2K)
Filed 2026-10-21
HUB Investment Partners, LLC
INCREASED
Shares44,327 from 6,159
Change+38,168 (+620%)
Value$2.5M (+$2.1M)
Filed 2026-11-03
Grantvest Financial Group LLC
INCREASED
Shares42,493 from 39,155
Change+3,338 (+9%)
Value$2.4M (+$136.9K)
Filed 2026-10-21
Aprio Wealth Management, LLC
INCREASED
Shares40,994 from 24,874
Change+16,120 (+65%)
Value$2.3M (+$864.6K)
Filed 2026-10-28
CoreCap Advisors, LLC
INCREASED
Shares38,877 from 28,643
Change+10,234 (+36%)
Value$2.2M (+$533.0K)
Filed 2026-10-08
LJI Wealth Management, LLC
INCREASED
Shares38,329 from 5,633
Change+32,696 (+580%)
Value$2.1M (+$1.8M)
Filed 2026-10-28
M Holdings Securities, Inc.
INCREASED
Shares35,271 from 26,619
Change+8,652 (+33%)
Value$1.9K (+$386)
Filed 2026-11-03
Tactive Advisors, LLC
INCREASED
Shares33,593 from 29,734
Change+3,859 (+13%)
Value$1.9M (+$177.5K)
Filed 2026-10-08
Capital Investment Advisors, LLC
INCREASED
Shares33,098 from 31,100
Change+1,998 (+6%)
Value$1.8M (+$72.4K)
Filed 2026-10-22
Compound Planning, Inc.
INCREASED
Shares31,951 from 30,593
Change+1,358 (+4%)
Value$1.8M (+$37.5K)
Filed 2026-11-05
Prospera Financial Services Inc
INCREASED
Shares31,166 from 19,565
Change+11,601 (+59%)
Value$1.6M (+$499.0K)
Filed 2026-11-04
Vima LLC
DECREASED
Shares28,104 from 29,196
Change-1,092 (-4%)
Value$1.6M (-$96.9K)
Filed 2026-10-23
Dynamic Advisor Solutions LLC
INCREASED
Shares27,815 from 24,528
Change+3,287 (+13%)
Value$1.5M (+$152.2K)
Filed 2026-10-13
Oppenheimer & Co Inc
INCREASED
Shares27,399 from 23,722
Change+3,677 (+16%)
Value$1.5M (+$174.8K)
Filed 2026-10-26
Verus Capital Partners, LLC
DECREASED
Shares27,039 from 41,165
Change-14,126 (-34%)
Value$1.5M (-$835.7K)
Filed 2026-11-03
Unique Wealth, LLC
INCREASED
Shares26,894 from 10,220
Change+16,674 (+163%)
Value$1.5M (+$913.6K)
Filed 2026-10-16
PFG Advisors
DECREASED
Shares26,827 from 39,308
Change-12,481 (-32%)
Value$1.5M (-$742.1K)
Filed 2026-10-16
Sigma Planning Corp
INCREASED
Shares26,221 from 20,781
Change+5,440 (+26%)
Value$1.5M (+$276.4K)
Filed 2026-10-23
Clay Northam Wealth Management, LLC
INCREASED
Shares26,141 from 19,617
Change+6,524 (+33%)
Value$1.5M (+$338.0K)
Filed 2026-10-13
Latitude Advisors, LLC
INCREASED
Shares24,931 from 22,846
Change+2,085 (+9%)
Value$1.4M (+$87.5K)
Filed 2026-10-27
Vann Equity Management LLC
INCREASED
Shares24,686 from 24,216
Change+470 (+2%)
Value$1.4M (-$3.9K)
Filed 2026-10-08
International Assets Investment Management, LLC
INCREASED
Shares24,397 from 14,927
Change+9,470 (+63%)
Value$1.4M (+$519.5K)
Filed 2026-11-02
PMG Family Office LLC
INCREASED
Shares23,818 from 20,877
Change+2,941 (+14%)
Value$1.3M (+$137.5K)
Filed 2026-10-19
High Net Worth Advisory Group LLC
DECREASED
Shares23,628 from 24,614
Change-986 (-4%)
Value$1.3M (-$85.3K)
Filed 2026-10-26
Private Trust Co NA
INCREASED
Shares23,498 from 11,798
Change+11,700 (+99%)
Value$1.3M (+$635.3K)
Filed 2026-10-20
Lido Advisors, LLC
NEW
Shares22,942
Change+22,942
Value$1.3M
Filed 2026-11-04
BG Investment Services, LLC
INCREASED
Shares22,898 from 14,710
Change+8,188 (+56%)
Value$1.3M (+$436.7K)
Filed 2026-10-23
Bauman Advisory Group, LLC
INCREASED
Shares22,259 from 4,530
Change+17,729 (+391%)
Value$1.2M (+$979.3K)
Filed 2026-10-29
StoneX Group Inc.
INCREASED
Shares22,037 from 18,778
Change+3,259 (+17%)
Value$1.2M (+$157.8K)
Filed 2026-11-03
Capital Planning LLC
DECREASED
Shares21,424 from 22,632
Change-1,208 (-5%)
Value$1.2M (-$95.2K)
Filed 2026-10-09
Armstrong Advisory Group, Inc
INCREASED
Shares20,895 from 19,304
Change+1,591 (+8%)
Value$1.2M (+$64.4K)
Filed 2026-10-09
Thrivent Financial for Lutherans
INCREASED
Shares20,690 from 12,606
Change+8,084 (+64%)
Value$1.2K (-$714.8K)
Filed 2026-11-05
Elco Management Co., LLC
DECREASED
Shares20,665 from 20,800
Change-135 (-1%)
Value$1.1M (-$33.3K)
Filed 2026-10-14
EPG Wealth Management LLC
NEW
Shares20,452
Change+20,452
Value$1.1M
Filed 2026-11-03
Flagstar Securities, Inc
INCREASED
Shares19,197 from 12,859
Change+6,338 (+49%)
Value$1.1M (+$336.1K)
Filed 2026-10-15
Sowell Financial Services LLC
DECREASED
Shares19,107 from 45,132
Change-26,025 (-58%)
Value$1.1M (-$1.5M)
Filed 2026-10-23
Meridian Wealth Management, LLC
INCREASED
Shares18,430 from 13,190
Change+5,240 (+40%)
Value$1.0M (+$274.8K)
Filed 2026-11-05
PDS Planning, Inc
DECREASED
Shares18,299 from 23,311
Change-5,012 (-21%)
Value$1.0M (-$307.3K)
Filed 2026-11-03
Midwest Financial Group LLC
INCREASED
Shares18,250 from 13,500
Change+4,750 (+35%)
Value$1.0M (+$247.1K)
Filed 2026-10-15
Alkeme Wealth, LLC
NEW
Shares17,934
Change+17,934
Value$996.2K
Filed 2026-10-08
Kaizen Financial Strategies
DECREASED
Shares17,022 from 24,563
Change-7,541 (-31%)
Value$945.6K (-$434.6K)
Filed 2026-10-09
Oregon Pacific Wealth Management, LLC
INCREASED
Shares16,551 from 15,833
Change+718 (+5%)
Value$919.4K (+$20.3K)
Filed 2026-10-20
Sound Income Strategies, LLC
DECREASED
Shares16,327 from 23,732
Change-7,405 (-31%)
Value$915.3K (-$432.4K)
Filed 2026-10-09
HBW Advisory Services LLC
DECREASED
Shares16,208 from 16,235
Change-27 (0%)
Value$900.4K (-$21.6K)
Filed 2026-10-15
Kingswood Wealth Advisors, LLC
DECREASED
Shares15,347 from 16,543
Change-1,196 (-7%)
Value$852.5K (-$87.0K)
Filed 2026-10-23
Financial Management Network Inc
DECREASED
Shares15,263 from 15,981
Change-718 (-4%)
Value$855.9K (-$10.4K)
Filed 2026-10-09
Nations Financial Group Inc,
INCREASED
Shares15,028 from 6,444
Change+8,584 (+133%)
Value$834.8K (+$468.8K)
Filed 2026-11-05
Entrewealth, LLC
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$833.3K (+$12.0K)
Filed 2026-10-14
Ascentis Independent Advisors
NEW
Shares14,669
Change+14,669
Value$814.9K
Filed 2026-11-03
SeaCrest Wealth Management, LLC
DECREASED
Shares14,057 from 17,368
Change-3,311 (-19%)
Value$780.9K (-$205.5K)
Filed 2026-10-21
Strategic Blueprint, LLC
DECREASED
Shares13,914 from 15,000
Change-1,086 (-7%)
Value$772.9K (-$78.9K)
Filed 2026-10-22
Oakworth Capital, Inc.
DECREASED
Shares13,488 from 20,688
Change-7,200 (-35%)
Value$749.3K (-$413.2K)
Filed 2026-10-26
D.A. Davidson & Co.
INCREASED
Shares13,287 from 10,940
Change+2,347 (+21%)
Value$738.1K (+$116.8K)
Filed 2026-10-28
Creative Planning
DECREASED
Shares12,320 from 14,206
Change-1,886 (-13%)
Value$684.4K (-$122.4K)
Filed 2026-11-02
Choreo, LLC
DECREASED
Shares12,209 from 176,990
Change-164,781 (-93%)
Value$678.2K (-$9.4M)
Filed 2026-10-28
Wealthcare Advisory Partners LLC
INCREASED
Shares12,126 from 11,562
Change+564 (+5%)
Value$673.6K (+$17.0K)
Filed 2026-10-21
Larson Financial Group LLC
INCREASED
Shares11,965 from 8,840
Change+3,125 (+35%)
Value$664.7K (+$162.7K)
Filed 2026-11-05
Parallel Advisors, LLC
INCREASED
Shares11,885 from 11,535
Change+350 (+3%)
Value$660.2K (+$5.1K)
Filed 2026-11-03
Triad Wealth Partners, LLC
INCREASED
Shares11,777 from 8,585
Change+3,192 (+37%)
Value$654.2K (+$192.0K)
Filed 2026-10-26
World Equity Group, Inc.
DECREASED
Shares11,691 from 19,501
Change-7,810 (-40%)
Value$649.5K (-$458.1K)
Filed 2026-10-14
Elwood & Goetz Wealth Advisory Group, LLC
NEW
Shares11,656
Change+11,656
Value$647.5K
Filed 2026-10-28
BCS Wealth Management
DECREASED
Shares11,089 from 11,713
Change-624 (-5%)
Value$616.0K (-$49.2K)
Filed 2026-11-03
Magnus Financial Group LLC
INCREASED
Shares10,921 from 7,808
Change+3,113 (+40%)
Value$606.7K (+$163.2K)
Filed 2026-10-21
Chicago Partners Investment Group LLC
INCREASED
Shares10,497 from 10,200
Change+297 (+3%)
Value$552.0K (+$8.0K)
Filed 2026-10-27
Teamwork Financial Advisors, LLC
DECREASED
Shares10,463 from 130,088
Change-119,625 (-92%)
Value$581.2K (-$6.8M)
Filed 2026-10-19
Atria Investments, Inc
INCREASED
Shares10,459 from 10,365
Change+94 (+1%)
Value$581.0K (-$7.6K)
Filed 2026-10-15
Wedbush Securities Inc
NEW
Shares10,355
Change+10,355
Value$575
Filed 2026-10-22
Helium Advisors LLC
INCREASED
Shares9,828 from 8,349
Change+1,479 (+18%)
Value$545.9K (+$71.8K)
Filed 2026-10-23
Capital Wealth Alliance, LLC
INCREASED
Shares9,791 from 9,719
Change+72 (+1%)
Value$543.9K (-$8.0K)
Filed 2026-10-20
Hofer & Associates. Inc
NEW
Shares9,731
Change+9,731
Value$540.5K
Filed 2026-10-13
RED Crane Wealth Management, LLC
INCREASED
Shares9,731 from 9,096
Change+635 (+7%)
Value$540.5K (+$24.0K)
Filed 2026-10-14
NorthCrest Asset Manangement, LLC
NEW
Shares9,314
Change+9,314
Value$522.2K
Filed 2026-10-13
MGO One Seven LLC
INCREASED
Shares9,303 from 8,559
Change+744 (+9%)
Value$516.8K (+$30.7K)
Filed 2026-10-28
IFP Advisors, Inc
INCREASED
Shares8,979 from 8,628
Change+351 (+4%)
Value$498.8K (+$8.8K)
Filed 2026-10-16
Rockport Wealth LLC
DECREASED
Shares8,915 from 9,064
Change-149 (-2%)
Value$495.2K (-$19.5K)
Filed 2026-11-03
US Bancorp \de\
INCREASED
Shares8,880 from 4,344
Change+4,536 (+104%)
Value$493.3K (+$246.6K)
Filed 2026-11-05
MSH Capital Advisors LLC
DECREASED
Shares8,520 from 13,613
Change-5,093 (-37%)
Value$473.3K (-$299.8K)
Filed 2026-11-03
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED
Shares8,300 from 8,300
Change0 (0%)
Value$461.1K (-$10.3K)
Filed 2026-10-29
IPG Investment Advisors LLC
INCREASED
Shares8,175 from 6,175
Change+2,000 (+32%)
Value$454.1K (+$103.4K)
Filed 2026-10-30
Wilmington Savings Fund Society, FSB
NEW
Shares7,326
Change+7,326
Value$407.0K
Filed 2026-10-23
True Private Wealth Advisors
NEW
Shares7,200
Change+7,200
Value$400.0K
Filed 2026-10-19
Traynor Capital Management, Inc.
INCREASED
Shares7,130 from 6,751
Change+379 (+6%)
Value$396.1K (+$12.7K)
Filed 2026-10-29
Certuity, LLC
INCREASED
Shares7,026 from 4,511
Change+2,515 (+56%)
Value$390.3K (+$134.1K)
Filed 2026-11-02
TrustBank
NEW
Shares6,865
Change+6,865
Value$381.4K
Filed 2026-10-20
Redhawk Wealth Advisors, Inc.
INCREASED
Shares6,743 from 6,523
Change+220 (+3%)
Value$374.6K (+$4.1K)
Filed 2026-10-14
Soltis Investment Advisors LLC
INCREASED
Shares6,723 from 5,251
Change+1,472 (+28%)
Value$373.5K (+$75.3K)
Filed 2026-10-28
Integrity Alliance, Llc.
INCREASED
Shares6,676 from 3,876
Change+2,800 (+72%)
Value$370.9K (+$150.7K)
Filed 2026-10-29
Retirement Guys Formula LLC
INCREASED
Shares6,634 from 6,633
Change+1 (+0%)
Value$368.5K (-$8.2K)
Filed 2026-10-26
Certior Financial Group, LLC
UNCHANGED
Shares6,614 from 6,614
Change0 (0%)
Value$367.4K (-$8.2K)
Filed 2026-10-19
Clear Creek Financial Management, LLC
NEW
Shares6,532
Change+6,532
Value$362.8K
Filed 2026-10-28
Reyes Financial Architecture, Inc.
INCREASED
Shares6,487 from 1,673
Change+4,814 (+288%)
Value$360.4K (+$265.3K)
Filed 2026-10-22
Daymark Wealth Partners, LLC
NEW
Shares6,460
Change+6,460
Value$358.9K
Filed 2026-11-04
Lewis Asset Management, LLC
NEW
Shares6,315
Change+6,315
Value$350.8K
Filed 2026-10-14
TigerOak Management, L.L.C.
INCREASED
Shares6,289 from 3,854
Change+2,435 (+63%)
Value$349.4K (+$130.5K)
Filed 2026-10-23
Venture Visionary Partners LLC
NEW
Shares6,285
Change+6,285
Value$349.2K
Filed 2026-10-07
Novem Group
INCREASED
Shares6,227 from 6,221
Change+6 (+0%)
Value$345.9K (-$7.4K)
Filed 2026-10-19
Abel Hall, LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$333.3K (-$7.4K)
Filed 2026-10-19
Synergy Asset Management, LLC
INCREASED
Shares5,947 from 4,421
Change+1,526 (+35%)
Value$330.4K (+$79.3K)
Filed 2026-11-05
Hobart Private Capital, LLC
NEW
Shares5,768
Change+5,768
Value$320.4K
Filed 2026-10-19
Advisory Advocates, LLC
NEW
Shares5,638
Change+5,638
Value$313.2K
Filed 2026-11-05
626 Financial, LLC
UNCHANGED
Shares5,620 from 5,620
Change0 (0%)
Value$312.2K (-$7.0K)
Filed 2026-11-04
Claro Advisors Inc.
INCREASED
Shares5,529 from 5,509
Change+20 (+0%)
Value$307.1K (-$5.7K)
Filed 2026-11-02
Private Client Services, LLC
NEW
Shares5,314
Change+5,314
Value$295.2K
Filed 2026-10-02
Fifth Third Bancorp
DECREASED
Shares5,236 from 5,537
Change-301 (-5%)
Value$290.9K (-$23.6K)
Filed 2026-11-05
Koshinski Asset Management, Inc.
NEW
Shares5,194
Change+5,194
Value$288.5K
Filed 2026-10-29
Fortitude Advisory Group L.L.C.
UNCHANGED
Shares5,087 from 5,087
Change0 (0%)
Value$282.6K (-$6.3K)
Filed 2026-10-15
Brighton Jones LLC
NEW
Shares5,010
Change+5,010
Value$278.3K
Filed 2026-11-03
Almanack Investment Partners, Llc.
DECREASED
Shares4,946 from 11,813
Change-6,867 (-58%)
Value$274.8K (-$396.1K)
Filed 2026-11-03
Hibernia Wealth Partners, LLC
UNCHANGED
Shares4,832 from 4,832
Change0 (0%)
Value$268.4K (-$6.0K)
Filed 2026-10-29
Balboa Wealth Partners
DECREASED
Shares4,827 from 5,242
Change-415 (-8%)
Value$268.1K (-$29.6K)
Filed 2026-10-20
Robertson Stephens Wealth Management, LLC
NEW
Shares4,815
Change+4,815
Value$267.5K
Filed 2026-10-16
Certified Advisory Corp
NEW
Shares4,786
Change+4,786
Value$265.8K
Filed 2026-10-29
Outlook Wealth Advisors, LLC
DECREASED
Shares4,761 from 5,004
Change-243 (-5%)
Value$264.5K (-$19.7K)
Filed 2026-10-28
Bluedoor Private Wealth, LLC
INCREASED
Shares4,598 from 4,150
Change+448 (+11%)
Value$255.4K (+$19.7K)
Filed 2026-11-05
AdvisorNet Financial, Inc
DECREASED
Shares4,586 from 5,088
Change-502 (-10%)
Value$251.8K (-$37.1K)
Filed 2026-10-15
Prime Capital Investment Advisors, LLC
NEW
Shares4,545
Change+4,545
Value$252.5K
Filed 2026-10-20
Bank of New York Mellon Corp
DECREASED
Shares4,487 from 4,541
Change-54 (-1%)
Value$249.3K (-$8.6K)
Filed 2026-11-05
LightSquare Wealth Management, LLC
NEW
Shares4,387
Change+4,387
Value$243.7K
Filed 2026-11-03
Walkner Condon Financial Advisors LLC
UNCHANGED
Shares4,373 from 4,373
Change0 (0%)
Value$242.9K (-$5.4K)
Filed 2026-11-02
Patriot Financial Group Insurance Agency, LLC
NEW
Shares4,258
Change+4,258
Value$236.5K
Filed 2026-10-14
Valeo Financial Advisors, LLC
INCREASED
Shares4,252 from 3,627
Change+625 (+17%)
Value$236.2K (+$30.2K)
Filed 2026-10-08
Clear Retirement Advice LLC
NEW
Shares4,202
Change+4,202
Value$233.4K
Filed 2026-10-22
PW Nova Financial Services LLC
DECREASED
Shares4,175 from 5,050
Change-875 (-17%)
Value$231.9K (-$54.9K)
Filed 2026-10-15
Hohimer Wealth Management, LLC
INCREASED
Shares4,079 from 3,926
Change+153 (+4%)
Value$226.6K (+$3.6K)
Filed 2026-11-04
Sunpointe, LLC
UNCHANGED
Shares3,964 from 3,964
Change0 (0%)
Value$220.2K (-$4.9K)
Filed 2026-10-22
WealthPlan Investment Management, LLC
INCREASED
Shares3,956 from 3,858
Change+98 (+3%)
Value$219.8K (+$666)
Filed 2026-10-15
Waycross Investment Management Co
INCREASED
Shares3,916 from 3,779
Change+137 (+4%)
Value$217.5K (+$2.9K)
Filed 2026-10-14
Advisor OS, LLC
NEW
Shares3,869
Change+3,869
Value$214.9K
Filed 2026-11-03
Fulcrum Equity Management
DECREASED
Shares3,842 from 5,949
Change-2,107 (-35%)
Value$213.4K (-$124.4K)
Filed 2026-10-21
Lanark Financial, Inc.
INCREASED
Shares3,778 from 3,767
Change+11 (+0%)
Value$209.9K (-$4.1K)
Filed 2026-10-26
Ritholtz Wealth Management
UNCHANGED
Shares3,761 from 3,761
Change0 (0%)
Value$208.9K (-$4.7K)
Filed 2026-11-05
Ridgecrest Wealth Partners, LLC
UNCHANGED
Shares3,750 from 3,750
Change0 (0%)
Value$208.3K (-$4.7K)
Filed 2026-10-19
Miramontes Capital, LLC
UNCHANGED
Shares3,662 from 3,662
Change0 (0%)
Value$203.4K (-$4.5K)
Filed 2026-10-19
Aspen Investment Management Inc
NEW
Shares3,629
Change+3,629
Value$202
Filed 2026-11-05
Castle Rock Wealth Management, LLC
NEW
Shares3,627
Change+3,627
Value$205.5K
Filed 2026-10-09
Signal Advisors Wealth, LLC
NEW
Shares3,612
Change+3,612
Value$200.6K
Filed 2026-10-13
Brown, Lisle Ings, Inc.
DECREASED
Shares3,300 from 3,525
Change-225 (-6%)
Value$183.3K (-$16.9K)
Filed 2026-10-16
Cape Investment Advisory, Inc.
INCREASED
Shares3,245 from 1,167
Change+2,078 (+178%)
Value$180.3K (+$114.0K)
Filed 2026-10-13
Angeles Wealth Management, LLC
DECREASED
Shares2,711 from 14,211
Change-11,500 (-81%)
Value$150.6K (-$656.4K)
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED
Shares2,529 from 1,639
Change+890 (+54%)
Value$140.5K (+$47.4K)
Filed 2026-11-03
Creative Financial Designs Inc
UNCHANGED
Shares2,360 from 2,360
Change0 (0%)
Value$131.1K (-$2.9K)
Filed 2026-11-04
City State Bank
INCREASED
Shares2,200 from 2,000
Change+200 (+10%)
Value$122.2K (+$8.6K)
Filed 2026-10-20
Pinnacle Bancorp, Inc.
DECREASED
Shares1,941 from 1,983
Change-42 (-2%)
Value$107.8K (-$4.8K)
Filed 2026-10-21
Highline Wealth Partners LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$83.3K (-$1.9K)
Filed 2026-10-19
Compass Financial Management LLC
NEW
Shares1,469
Change+1,469
Value$81.6K
Filed 2026-10-30
Markowski Investments
INCREASED
Shares1,306 from 1,020
Change+286 (+28%)
Value$72.5K (+$14.6K)
Filed 2026-10-30
Montag A & Associates Inc
UNCHANGED
Shares1,218 from 1,218
Change0 (0%)
Value$67.7K (-$1.5K)
Filed 2026-10-29
EverSource Wealth Advisors, LLC
INCREASED
Shares1,004 from 3
Change+1,001 (+33367%)
Value$55.8K (+$55.6K)
Filed 2026-11-04
Root Financial Partners, LLC
NEW
Shares707
Change+707
Value$39.3K
Filed 2026-10-21
Rossby Financial, LCC
NEW
Shares639
Change+639
Value$35.5K
Filed 2026-11-05
Signaturefd, LLC
UNCHANGED
Shares530 from 530
Change0 (0%)
Value$29.4K (-$657)
Filed 2026-10-23
Berbice Capital Management LLC
NEW
Shares500
Change+500
Value$27.8K
Filed 2026-10-13
Mcdonald Partners LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$27.8K (-$620)
Filed 2026-11-03
Jacobi Capital Management LLC
NEW
Shares382
Change+382
Value$21.2K
Filed 2026-11-05
Mather Group, Llc.
UNCHANGED
Shares347 from 347
Change0 (0%)
Value$19.3K (-$430)
Filed 2026-10-14
Assetmark, Inc
INCREASED
Shares314 from 99
Change+215 (+217%)
Value$17.4K (+$11.8K)
Filed 2026-10-21
Halbert Hargrove Global Advisors, LLC
NEW
Shares300
Change+300
Value$16.7K
Filed 2026-10-16
GHP Investment Advisors, Inc.
DECREASED
Shares289 from 352
Change-63 (-18%)
Value$16.0K (-$4.0K)
Filed 2026-10-15
RMG Wealth Management LLC
NEW
Shares250
Change+250
Value$13.2K
Filed 2026-10-26
Nova Financial LLC
NEW
Shares245
Change+245
Value$13.6K
Filed 2026-11-04
Tounjian Advisory Partners, LLC
NEW
Shares206
Change+206
Value$11.5K
Filed 2026-11-04
Financial Management Professionals, Inc.
INCREASED
Shares198 from 185
Change+13 (+7%)
Value$11.0K (+$493)
Filed 2026-10-23
TD Waterhouse Canada Inc.
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$10.6K (-$89)
Filed 2026-10-16
Provenance Wealth Advisors, LLC
NEW
Shares176
Change+176
Value$9.8K
Filed 2026-10-30
GK Wealth Management LLC
NEW
Shares171
Change+171
Value$9.5K
Filed 2026-10-09
Ares Financial Consulting, LLC
INCREASED
Shares110 from 106
Change+4 (+4%)
Value$6.1K (+$82)
Filed 2026-10-19
IFS Advisors, LLC
INCREASED
Shares68 from 50
Change+18 (+36%)
Value$3.8K (+$962)
Filed 2026-10-14
TD Private Client Wealth LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$1.3K (-$30)
Filed 2026-10-28
Aspect Partners, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.1K (-$25)
Filed 2026-10-20
Canton Hathaway, LLC
NEW
Shares18
Change+18
Value$1.0K
Filed 2026-10-23
Mountain Hill Investment Partners Corp.
INCREASED
Shares17 from 11
Change+6 (+55%)
Value$924 (+$296)
Filed 2026-10-23
Monetary Solutions, Ltd
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$570 (+$8)
Filed 2026-10-22
Farmers & Merchants Investments Inc
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$556 (-$12)
Filed 2026-10-22
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$278 (-$6)
Filed 2026-10-23
FNY Investment Advisers, LLC
CLOSED
Shares0 from 15,300
Change-15,300 (-100%)
Value$0 (-$868)
Filed 2026-10-16
Alessandra Capital Management, LLC
CLOSED
Shares0 from 8,535
Change-8,535 (-100%)
Value$0 (-$484.7K)
Filed 2026-10-30
Forum Financial Management, LP
CLOSED
Shares0 from 5,562
Change-5,562 (-100%)
Value$0 (-$315.9K)
Filed 2026-10-16
Integrated Advisors Network LLC
CLOSED
Shares0 from 4,456
Change-4,456 (-100%)
Value$0 (-$253.1K)
Filed 2026-10-20
Corepath Wealth Partners LLC
CLOSED
Shares0 from 4,364
Change-4,364 (-100%)
Value$0 (-$241.5K)
Filed 2026-10-21
AlphaStar Capital Management, LLC
CLOSED
Shares0 from 3,654
Change-3,654 (-100%)
Value$0 (-$207.5K)
Filed 2026-10-16
Salem Investment Counselors Inc
CLOSED
Shares0 from 1,125
Change-1,125 (-100%)
Value$0 (-$63.9K)
Filed 2026-10-13
Activest Wealth Management
CLOSED
Shares0 from 950
Change-950 (-100%)
Value$0 (-$54.0K)
Filed 2026-10-15
Kingdom Financial Group Llc.
CLOSED
Shares0 from 503
Change-503 (-100%)
Value$0 (-$28.6K)
Filed 2026-11-04
Asset Dedication, LLC
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$1.4K)
Filed 2026-11-03
Robinswood Financial LLC
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$1.1K)
Filed 2026-10-20
LPL Financial LLC
N/A
Shares— from 3,310,164
Change-3,310,164 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,244,080
Change-1,244,080 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 994,260
Change-994,260 (-100%)
Value—
UBS Group AG
N/A
Shares— from 760,789
Change-760,789 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 558,944
Change-558,944 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 510,639
Change-510,639 (-100%)
Value—
Second Half Financial Partners, LLC
N/A
Shares— from 499,503
Change-499,503 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 480,022
Change-480,022 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 328,985
Change-328,985 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 281,469
Change-281,469 (-100%)
Value—
URS Advisory LLC
N/A
Shares— from 251,064
Change-251,064 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 250,496
Change-250,496 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 242,782
Change-242,782 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 240,580
Change-240,580 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 236,154
Change-236,154 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 229,423
Change-229,423 (-100%)
Value—
Baker Avenue Asset Management, LP
N/A
Shares— from 204,151
Change-204,151 (-100%)
Value—
Cascade Wealth Advisors, Inc
N/A
Shares— from 193,307
Change-193,307 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 170,523
Change-170,523 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 152,021
Change-152,021 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 145,322
Change-145,322 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 140,708
Change-140,708 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 138,473
Change-138,473 (-100%)
Value—
Estate Planners Group, LLC
N/A
Shares— from 137,290
Change-137,290 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 136,101
Change-136,101 (-100%)
Value—
Owen LaRue, LLC
N/A
Shares— from 113,790
Change-113,790 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 105,652
Change-105,652 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 97,337
Change-97,337 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 92,792
Change-92,792 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 90,957
Change-90,957 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 84,800
Change-84,800 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 83,802
Change-83,802 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 79,797
Change-79,797 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 76,126
Change-76,126 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 69,931
Change-69,931 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 63,775
Change-63,775 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 62,707
Change-62,707 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 60,131
Change-60,131 (-100%)
Value—
Chilton Investment Co Inc.
N/A
Shares— from 60,094
Change-60,094 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 57,641
Change-57,641 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 57,227
Change-57,227 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 56,130
Change-56,130 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 53,074
Change-53,074 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 49,527
Change-49,527 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 47,858
Change-47,858 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 46,022
Change-46,022 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 45,017
Change-45,017 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 44,089
Change-44,089 (-100%)
Value—
BlueStem Wealth Partners, LLC
N/A
Shares— from 43,957
Change-43,957 (-100%)
Value—
Banco BTG Pactual S.A.
N/A
Shares— from 43,865
Change-43,865 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 42,804
Change-42,804 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 40,143
Change-40,143 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 39,106
Change-39,106 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 36,815
Change-36,815 (-100%)
Value—
McKinney Capital Management, LLC
N/A
Shares— from 34,138
Change-34,138 (-100%)
Value—
&partners
N/A
Shares— from 33,465
Change-33,465 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 33,095
Change-33,095 (-100%)
Value—
Uniplan Investment Counsel, Inc.
N/A
Shares— from 31,230
Change-31,230 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 31,169
Change-31,169 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 30,355
Change-30,355 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 28,359
Change-28,359 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 27,766
Change-27,766 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 26,820
Change-26,820 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 26,433
Change-26,433 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 26,295
Change-26,295 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 25,413
Change-25,413 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 24,370
Change-24,370 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 24,102
Change-24,102 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 23,618
Change-23,618 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 22,798
Change-22,798 (-100%)
Value—
AlTi Global, Inc.
N/A
Shares— from 21,105
Change-21,105 (-100%)
Value—
Betterment LLC
N/A
Shares— from 20,609
Change-20,609 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 20,173
Change-20,173 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 20,120
Change-20,120 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 20,085
Change-20,085 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 20,023
Change-20,023 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 20,017
Change-20,017 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 19,994
Change-19,994 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 19,588
Change-19,588 (-100%)
Value—
Alpha Financial Partners LLC
N/A
Shares— from 17,420
Change-17,420 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 15,903
Change-15,903 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 15,898
Change-15,898 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 15,139
Change-15,139 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 15,015
Change-15,015 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 14,200
Change-14,200 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 13,830
Change-13,830 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 13,447
Change-13,447 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 12,852
Change-12,852 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 12,702
Change-12,702 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 12,587
Change-12,587 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 11,474
Change-11,474 (-100%)
Value—
Ponta Wealth Partners, LLC
N/A
Shares— from 11,435
Change-11,435 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 11,083
Change-11,083 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 11,064
Change-11,064 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 10,312
Change-10,312 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 10,267
Change-10,267 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 9,944
Change-9,944 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 9,548
Change-9,548 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 9,511
Change-9,511 (-100%)
Value—
Dover Advisors, LLC
N/A
Shares— from 9,465
Change-9,465 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 9,077
Change-9,077 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 8,496
Change-8,496 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 8,440
Change-8,440 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 8,287
Change-8,287 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 8,187
Change-8,187 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 7,361
Change-7,361 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 7,255
Change-7,255 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 7,051
Change-7,051 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 7,027
Change-7,027 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 6,936
Change-6,936 (-100%)
Value—
Palogic Value Management, L.P.
N/A
Shares— from 6,800
Change-6,800 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 6,654
Change-6,654 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 6,333
Change-6,333 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 6,078
Change-6,078 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 6,066
Change-6,066 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 6,044
Change-6,044 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 5,806
Change-5,806 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 5,700
Change-5,700 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 5,621
Change-5,621 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 5,384
Change-5,384 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 5,366
Change-5,366 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 5,354
Change-5,354 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 5,238
Change-5,238 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 5,222
Change-5,222 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 5,062
Change-5,062 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 4,999
Change-4,999 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 4,915
Change-4,915 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 4,892
Change-4,892 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 4,700
Change-4,700 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 4,535
Change-4,535 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 4,518
Change-4,518 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 4,451
Change-4,451 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 4,401
Change-4,401 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 4,251
Change-4,251 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 4,141
Change-4,141 (-100%)
Value—
Stephens Inc
N/A
Shares— from 4,125
Change-4,125 (-100%)
Value—
Everest Financial Group LLC
N/A
Shares— from 4,100
Change-4,100 (-100%)
Value—
Westbourne Investments, Inc.
N/A
Shares— from 4,030
Change-4,030 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 3,907
Change-3,907 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 3,884
Change-3,884 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 3,762
Change-3,762 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,739
Change-3,739 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 3,711
Change-3,711 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 3,707
Change-3,707 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 3,692
Change-3,692 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 3,656
Change-3,656 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 3,577
Change-3,577 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 3,538
Change-3,538 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 3,396
Change-3,396 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,311
Change-2,311 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 1,880
Change-1,880 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 1,623
Change-1,623 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,325
Change-1,325 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,213
Change-1,213 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 1,186
Change-1,186 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,055
Change-1,055 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 980
Change-980 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 950
Change-950 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 920
Change-920 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 904
Change-904 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 878
Change-878 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 700
Change-700 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 631
Change-631 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 625
Change-625 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 602
Change-602 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 556
Change-556 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 549
Change-549 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 441
Change-441 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 221
Change-221 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 214
Change-214 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 186
Change-186 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 156
Change-156 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 64
Change-64 (-100%)
Value—
Coston, McIsaac & Partners
N/A
Shares— from 46
Change-46 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 16
Change-16 (-100%)
Value—
Status
Howard Capital Management, LLC
INCREASED1,019,392940,809+78,583+8%$53.4M$56.6M+$3.2M2026-10-16
Foguth Wealth Management, Llc.
INCREASED793,243735,478+57,765+8%$39.9M$42.5M+$2.6M2026-10-19
Independent Financial Group, LLC
INCREASED554,842534,418+20,424+4%$30.3M$30.8M+$471.9K2026-10-13
Capital Investment Advisory Services, LLC
INCREASED463,786413,694+50,092+12%$23.5M$25.8M+$2.3M2026-10-30
Madden Securities Corp
DECREASED451,132454,657-3,525-1%$25.8M$25.1M-$759.6K2026-10-27
Apollon Wealth Management, LLC
INCREASED324,071288,095+35,976+12%$16.4M$18.0M+$1.6M2026-10-23
MBL Wealth, LLC
INCREASED321,357292,422+28,935+10%$16.6M$17.9M+$1.2M2026-10-22
J.W. Cole Advisors, Inc.
INCREASED229,873207,608+22,265+11%$11.8M$12.8M+$979.4K2026-11-05
Palacios Wealth Management, LLC
INCREASED173,729159,762+13,967+9%$9.1M$9.7M+$577.8K2026-11-04
Cambridge Investment Research Advisors, Inc.
INCREASED172,906152,016+20,890+14%$8.6M$9.6K-$8.6M2026-11-02
Commonwealth Equity Services, LLC
DECREASED172,668175,214-2,546-1%$10.0M$9.6M-$358.7K2026-11-02
Cornerstone Enterprises, LLC
INCREASED171,97845,387+126,591+279%$2.6M$9.6M+$7.0M2026-10-15
Chung Wu Investment Group, LLC
INCREASED164,966146,296+18,670+13%$8.3M$9.2M+$855.7K2026-11-03
ARQ Wealth Advisors, LLC
INCREASED151,415138,848+12,567+9%$7.5M$8.4M+$866.1K2026-10-29
SBI Securities Co., Ltd.
INCREASED151,349135,013+16,336+12%$7.7M$8.4M+$740.0K2026-10-22
RFG Advisory, LLC
INCREASED142,546124,100+18,446+15%$7.0M$7.9M+$870.8K2026-11-03
New Wave Wealth Advisors LLC
INCREASED135,6178,444+127,173+1506%$479.5K$7.6M+$7.1M2026-10-19
RiverTree Advisors, LLC
INCREASED129,488104,729+24,759+24%$5.9M$7.2M+$1.2M2026-10-13
Prevail Innovative Wealth Advisors, LLC
INCREASED120,25065,417+54,833+84%$3.7M$6.8M+$3.1M2026-10-20
Genesee Capital Advisors, LLC
INCREASED116,781115,720+1,061+1%$6.6M$6.5M-$84.6K2026-10-20
StoneCrest Wealth Management, Inc.
INCREASED104,441103,394+1,047+1%$5.9M$5.8M-$70.0K2026-11-03
Kestra Advisory Services, LLC
INCREASED101,16670,645+30,521+43%$4.0M$5.6M+$1.6M2026-11-02
Wealth Enhancement Advisory Services, LLC
INCREASED100,21856,674+43,544+77%$3.2M$5.1M+$1.9M2026-10-13
Independence Wealth Advisors, LLC
INCREASED97,57194,227+3,344+4%$5.4M$5.4M+$68.9K2026-10-29
Farther Finance Advisors, LLC
DECREASED97,086110,068-12,982-12%$6.3M$5.4M-$857.6K2026-10-08
Principal Financial Group Inc
INCREASED93,79368,975+24,818+36%$3.9M$5.2M+$1.3M2026-11-02
Truist Financial Corp
INCREASED83,39869,989+13,409+19%$4.0M$4.6M+$658.1K2026-10-30
Virtue Capital Management, LLC
INCREASED80,38879,393+995+1%$4.5M$4.5M-$43.2K2026-10-29
Kestra Private Wealth Services, LLC
INCREASED78,41069,770+8,640+12%$4.0M$4.4M+$393.5K2026-10-30
Park Avenue Securities LLC
INCREASED74,10164,165+9,936+15%$3.6M$4.1K-$3.6M2026-10-26
Nfsg Corp
INCREASED71,42068,557+2,863+4%$3.9M$4.0M+$74.0K2026-10-15
Eddie Patel Inc
DECREASED66,90368,489-1,586-2%$3.9M$3.7M-$173.0K2026-11-02
Milestone Asset Management, LLC
DECREASED66,18669,054-2,868-4%$3.9M$3.7M-$244.9K2026-10-15
October Effect Ltd
INCREASED65,74415,507+50,237+324%$880.6K$3.7M+$2.8M2026-10-20
Timothy G. Youngquist 2020 Irrevocable Trust
NEW64,032—+64,032——$3.6M—2026-10-13
Brookstone Capital Management
INCREASED63,20558,848+4,357+7%$3.3M$3.5M+$169.1K2026-10-22
Diversify Wealth Management, LLC
INCREASED56,92148,234+8,687+18%$2.5M$3.1M+$588.9K2026-10-20
Diversify Advisory Services, LLC
INCREASED56,92148,234+8,687+18%$2.5M$3.1M+$588.9K2026-10-20
Norden Group LLC
INCREASED55,93852,587+3,351+6%$3.0M$3.1M+$121.0K2026-10-20
Concurrent Investment Advisors, LLC
INCREASED55,90548,274+7,631+16%$2.7M$3.1M+$364.0K2026-10-16
SteelPeak Wealth, LLC
INCREASED53,06742,328+10,739+25%$2.4M$2.9M+$544.1K2026-10-16
Gainplan LLC
INCREASED50,99044,586+6,404+14%$2.5M$2.8M+$300.5K2026-10-09
Avidian Wealth Enterprises, LLC
INCREASED48,69533,179+15,516+47%$1.9M$2.7M+$820.8K2026-10-08
Cap Partners, LLC
INCREASED47,32443,497+3,827+9%$2.5M$2.6M+$158.7K2026-10-19
Herbst Group, LLC
INCREASED45,38221,661+23,721+110%$1.2M$2.5M+$1.3M2026-10-20
Indivisible Partners
DECREASED44,95346,449-1,496-3%$2.6M$2.5M-$140.7K2026-10-26
Puff Wealth Management, LLC
INCREASED44,66736,710+7,957+22%$2.1M$2.5M+$396.5K2026-10-07
Ellis Investment Partners, LLC
INCREASED44,65844,356+302+1%$2.5M$2.5M-$38.2K2026-10-21
HUB Investment Partners, LLC
INCREASED44,3276,159+38,168+620%$349.8K$2.5M+$2.1M2026-11-03
Grantvest Financial Group LLC
INCREASED42,49339,155+3,338+9%$2.2M$2.4M+$136.9K2026-10-21
Aprio Wealth Management, LLC
INCREASED40,99424,874+16,120+65%$1.4M$2.3M+$864.6K2026-10-28
CoreCap Advisors, LLC
INCREASED38,87728,643+10,234+36%$1.6M$2.2M+$533.0K2026-10-08
LJI Wealth Management, LLC
INCREASED38,3295,633+32,696+580%$319.9K$2.1M+$1.8M2026-10-28
M Holdings Securities, Inc.
INCREASED35,27126,619+8,652+33%$1.5K$1.9K+$3862026-11-03
Tactive Advisors, LLC
INCREASED33,59329,734+3,859+13%$1.7M$1.9M+$177.5K2026-10-08
Capital Investment Advisors, LLC
INCREASED33,09831,100+1,998+6%$1.8M$1.8M+$72.4K2026-10-22
Compound Planning, Inc.
INCREASED31,95130,593+1,358+4%$1.7M$1.8M+$37.5K2026-11-05
Prospera Financial Services Inc
INCREASED31,16619,565+11,601+59%$1.1M$1.6M+$499.0K2026-11-04
Vima LLC
DECREASED28,10429,196-1,092-4%$1.7M$1.6M-$96.9K2026-10-23
Dynamic Advisor Solutions LLC
INCREASED27,81524,528+3,287+13%$1.4M$1.5M+$152.2K2026-10-13
Oppenheimer & Co Inc
INCREASED27,39923,722+3,677+16%$1.3M$1.5M+$174.8K2026-10-26
Verus Capital Partners, LLC
DECREASED27,03941,165-14,126-34%$2.3M$1.5M-$835.7K2026-11-03
Unique Wealth, LLC
INCREASED26,89410,220+16,674+163%$580.4K$1.5M+$913.6K2026-10-16
PFG Advisors
DECREASED26,82739,308-12,481-32%$2.2M$1.5M-$742.1K2026-10-16
Sigma Planning Corp
INCREASED26,22120,781+5,440+26%$1.2M$1.5M+$276.4K2026-10-23
Clay Northam Wealth Management, LLC
INCREASED26,14119,617+6,524+33%$1.1M$1.5M+$338.0K2026-10-13
Latitude Advisors, LLC
INCREASED24,93122,846+2,085+9%$1.3M$1.4M+$87.5K2026-10-27
Vann Equity Management LLC
INCREASED24,68624,216+470+2%$1.4M$1.4M-$3.9K2026-10-08
International Assets Investment Management, LLC
INCREASED24,39714,927+9,470+63%$838.7K$1.4M+$519.5K2026-11-02
PMG Family Office LLC
INCREASED23,81820,877+2,941+14%$1.2M$1.3M+$137.5K2026-10-19
High Net Worth Advisory Group LLC
DECREASED23,62824,614-986-4%$1.4M$1.3M-$85.3K2026-10-26
Private Trust Co NA
INCREASED23,49811,798+11,700+99%$670.0K$1.3M+$635.3K2026-10-20
Lido Advisors, LLC
NEW22,942—+22,942——$1.3M—2026-11-04
BG Investment Services, LLC
INCREASED22,89814,710+8,188+56%$835.4K$1.3M+$436.7K2026-10-23
Bauman Advisory Group, LLC
INCREASED22,2594,530+17,729+391%$257.2K$1.2M+$979.3K2026-10-29
StoneX Group Inc.
INCREASED22,03718,778+3,259+17%$1.1M$1.2M+$157.8K2026-11-03
Capital Planning LLC
DECREASED21,42422,632-1,208-5%$1.3M$1.2M-$95.2K2026-10-09
Armstrong Advisory Group, Inc
INCREASED20,89519,304+1,591+8%$1.1M$1.2M+$64.4K2026-10-09
Thrivent Financial for Lutherans
INCREASED20,69012,606+8,084+64%$716.0K$1.2K-$714.8K2026-11-05
Elco Management Co., LLC
DECREASED20,66520,800-135-1%$1.2M$1.1M-$33.3K2026-10-14
EPG Wealth Management LLC
NEW20,452—+20,452——$1.1M—2026-11-03
Flagstar Securities, Inc
INCREASED19,19712,859+6,338+49%$730.3K$1.1M+$336.1K2026-10-15
Sowell Financial Services LLC
DECREASED19,10745,132-26,025-58%$2.6M$1.1M-$1.5M2026-10-23
Meridian Wealth Management, LLC
INCREASED18,43013,190+5,240+40%$749.1K$1.0M+$274.8K2026-11-05
PDS Planning, Inc
DECREASED18,29923,311-5,012-21%$1.3M$1.0M-$307.3K2026-11-03
Midwest Financial Group LLC
INCREASED18,25013,500+4,750+35%$766.7K$1.0M+$247.1K2026-10-15
Alkeme Wealth, LLC
NEW17,934—+17,934——$996.2K—2026-10-08
Kaizen Financial Strategies
DECREASED17,02224,563-7,541-31%$1.4M$945.6K-$434.6K2026-10-09
Oregon Pacific Wealth Management, LLC
INCREASED16,55115,833+718+5%$899.2K$919.4K+$20.3K2026-10-20
Sound Income Strategies, LLC
DECREASED16,32723,732-7,405-31%$1.3M$915.3K-$432.4K2026-10-09
HBW Advisory Services LLC
DECREASED16,20816,235-270%$922.0K$900.4K-$21.6K2026-10-15
Kingswood Wealth Advisors, LLC
DECREASED15,34716,543-1,196-7%$939.5K$852.5K-$87.0K2026-10-23
Financial Management Network Inc
DECREASED15,26315,981-718-4%$866.3K$855.9K-$10.4K2026-10-09
Nations Financial Group Inc,
INCREASED15,0286,444+8,584+133%$366.0K$834.8K+$468.8K2026-11-05
Entrewealth, LLC
UNCHANGED15,00015,00000%$821.3K$833.3K+$12.0K2026-10-14
Ascentis Independent Advisors
NEW14,669—+14,669——$814.9K—2026-11-03
SeaCrest Wealth Management, LLC
DECREASED14,05717,368-3,311-19%$986.4K$780.9K-$205.5K2026-10-21
Strategic Blueprint, LLC
DECREASED13,91415,000-1,086-7%$851.9K$772.9K-$78.9K2026-10-22
Oakworth Capital, Inc.
DECREASED13,48820,688-7,200-35%$1.2M$749.3K-$413.2K2026-10-26
D.A. Davidson & Co.
INCREASED13,28710,940+2,347+21%$621.3K$738.1K+$116.8K2026-10-28
Creative Planning
DECREASED12,32014,206-1,886-13%$806.8K$684.4K-$122.4K2026-11-02
Choreo, LLC
DECREASED12,209176,990-164,781-93%$10.1M$678.2K-$9.4M2026-10-28
Wealthcare Advisory Partners LLC
INCREASED12,12611,562+564+5%$656.6K$673.6K+$17.0K2026-10-21
Larson Financial Group LLC
INCREASED11,9658,840+3,125+35%$502.0K$664.7K+$162.7K2026-11-05
Parallel Advisors, LLC
INCREASED11,88511,535+350+3%$655.1K$660.2K+$5.1K2026-11-03
Triad Wealth Partners, LLC
INCREASED11,7778,585+3,192+37%$462.2K$654.2K+$192.0K2026-10-26
World Equity Group, Inc.
DECREASED11,69119,501-7,810-40%$1.1M$649.5K-$458.1K2026-10-14
Elwood & Goetz Wealth Advisory Group, LLC
NEW11,656—+11,656——$647.5K—2026-10-28
BCS Wealth Management
DECREASED11,08911,713-624-5%$665.2K$616.0K-$49.2K2026-11-03
Magnus Financial Group LLC
INCREASED10,9217,808+3,113+40%$443.4K$606.7K+$163.2K2026-10-21
Chicago Partners Investment Group LLC
INCREASED10,49710,200+297+3%$544.1K$552.0K+$8.0K2026-10-27
Teamwork Financial Advisors, LLC
DECREASED10,463130,088-119,625-92%$7.4M$581.2K-$6.8M2026-10-19
Atria Investments, Inc
INCREASED10,45910,365+94+1%$588.6K$581.0K-$7.6K2026-10-15
Wedbush Securities Inc
NEW10,355—+10,355——$575—2026-10-22
Helium Advisors LLC
INCREASED9,8288,349+1,479+18%$474.1K$545.9K+$71.8K2026-10-23
Capital Wealth Alliance, LLC
INCREASED9,7919,719+72+1%$551.9K$543.9K-$8.0K2026-10-20
Hofer & Associates. Inc
NEW9,731—+9,731——$540.5K—2026-10-13
RED Crane Wealth Management, LLC
INCREASED9,7319,096+635+7%$516.6K$540.5K+$24.0K2026-10-14
NorthCrest Asset Manangement, LLC
NEW9,314—+9,314——$522.2K—2026-10-13
MGO One Seven LLC
INCREASED9,3038,559+744+9%$486.1K$516.8K+$30.7K2026-10-28
IFP Advisors, Inc
INCREASED8,9798,628+351+4%$490.0K$498.8K+$8.8K2026-10-16
Rockport Wealth LLC
DECREASED8,9159,064-149-2%$514.7K$495.2K-$19.5K2026-11-03
US Bancorp \de\
INCREASED8,8804,344+4,536+104%$246.7K$493.3K+$246.6K2026-11-05
MSH Capital Advisors LLC
DECREASED8,52013,613-5,093-37%$773.1K$473.3K-$299.8K2026-11-03
Bank Julius Baer & Co. Ltd, Zurich
UNCHANGED8,3008,30000%$471.4K$461.1K-$10.3K2026-10-29
IPG Investment Advisors LLC
INCREASED8,1756,175+2,000+32%$350.7K$454.1K+$103.4K2026-10-30
Wilmington Savings Fund Society, FSB
NEW7,326—+7,326——$407.0K—2026-10-23
True Private Wealth Advisors
NEW7,200—+7,200——$400.0K—2026-10-19
Traynor Capital Management, Inc.
INCREASED7,1306,751+379+6%$383.4K$396.1K+$12.7K2026-10-29
Certuity, LLC
INCREASED7,0264,511+2,515+56%$256.2K$390.3K+$134.1K2026-11-02
TrustBank
NEW6,865—+6,865——$381.4K—2026-10-20
Redhawk Wealth Advisors, Inc.
INCREASED6,7436,523+220+3%$370.5K$374.6K+$4.1K2026-10-14
Soltis Investment Advisors LLC
INCREASED6,7235,251+1,472+28%$298.2K$373.5K+$75.3K2026-10-28
Integrity Alliance, Llc.
INCREASED6,6763,876+2,800+72%$220.1K$370.9K+$150.7K2026-10-29
Retirement Guys Formula LLC
INCREASED6,6346,633+1+0%$376.7K$368.5K-$8.2K2026-10-26
Certior Financial Group, LLC
UNCHANGED6,6146,61400%$375.6K$367.4K-$8.2K2026-10-19
Clear Creek Financial Management, LLC
NEW6,532—+6,532——$362.8K—2026-10-28
Reyes Financial Architecture, Inc.
INCREASED6,4871,673+4,814+288%$95.0K$360.4K+$265.3K2026-10-22
Daymark Wealth Partners, LLC
NEW6,460—+6,460——$358.9K—2026-11-04
Lewis Asset Management, LLC
NEW6,315—+6,315——$350.8K—2026-10-14
TigerOak Management, L.L.C.
INCREASED6,2893,854+2,435+63%$218.9K$349.4K+$130.5K2026-10-23
Venture Visionary Partners LLC
NEW6,285—+6,285——$349.2K—2026-10-07
Novem Group
INCREASED6,2276,221+6+0%$353.3K$345.9K-$7.4K2026-10-19
Abel Hall, LLC
UNCHANGED6,0006,00000%$340.7K$333.3K-$7.4K2026-10-19
Synergy Asset Management, LLC
INCREASED5,9474,421+1,526+35%$251.1K$330.4K+$79.3K2026-11-05
Hobart Private Capital, LLC
NEW5,768—+5,768——$320.4K—2026-10-19
Advisory Advocates, LLC
NEW5,638—+5,638——$313.2K—2026-11-05
626 Financial, LLC
UNCHANGED5,6205,62000%$319.2K$312.2K-$7.0K2026-11-04
Claro Advisors Inc.
INCREASED5,5295,509+20+0%$312.8K$307.1K-$5.7K2026-11-02
Private Client Services, LLC
NEW5,314—+5,314——$295.2K—2026-10-02
Fifth Third Bancorp
DECREASED5,2365,537-301-5%$314.5K$290.9K-$23.6K2026-11-05
Koshinski Asset Management, Inc.
NEW5,194—+5,194——$288.5K—2026-10-29
Fortitude Advisory Group L.L.C.
UNCHANGED5,0875,08700%$288.9K$282.6K-$6.3K2026-10-15
Brighton Jones LLC
NEW5,010—+5,010——$278.3K—2026-11-03
Almanack Investment Partners, Llc.
DECREASED4,94611,813-6,867-58%$670.9K$274.8K-$396.1K2026-11-03
Hibernia Wealth Partners, LLC
UNCHANGED4,8324,83200%$274.4K$268.4K-$6.0K2026-10-29
Balboa Wealth Partners
DECREASED4,8275,242-415-8%$297.7K$268.1K-$29.6K2026-10-20
Robertson Stephens Wealth Management, LLC
NEW4,815—+4,815——$267.5K—2026-10-16
Certified Advisory Corp
NEW4,786—+4,786——$265.8K—2026-10-29
Outlook Wealth Advisors, LLC
DECREASED4,7615,004-243-5%$284.2K$264.5K-$19.7K2026-10-28
Bluedoor Private Wealth, LLC
INCREASED4,5984,150+448+11%$235.7K$255.4K+$19.7K2026-11-05
AdvisorNet Financial, Inc
DECREASED4,5865,088-502-10%$289.0K$251.8K-$37.1K2026-10-15
Prime Capital Investment Advisors, LLC
NEW4,545—+4,545——$252.5K—2026-10-20
Bank of New York Mellon Corp
DECREASED4,4874,541-54-1%$257.9K$249.3K-$8.6K2026-11-05
LightSquare Wealth Management, LLC
NEW4,387—+4,387——$243.7K—2026-11-03
Walkner Condon Financial Advisors LLC
UNCHANGED4,3734,37300%$248.3K$242.9K-$5.4K2026-11-02
Patriot Financial Group Insurance Agency, LLC
NEW4,258—+4,258——$236.5K—2026-10-14
Valeo Financial Advisors, LLC
INCREASED4,2523,627+625+17%$206.0K$236.2K+$30.2K2026-10-08
Clear Retirement Advice LLC
NEW4,202—+4,202——$233.4K—2026-10-22
PW Nova Financial Services LLC
DECREASED4,1755,050-875-17%$286.8K$231.9K-$54.9K2026-10-15
Hohimer Wealth Management, LLC
INCREASED4,0793,926+153+4%$223.0K$226.6K+$3.6K2026-11-04
Sunpointe, LLC
UNCHANGED3,9643,96400%$225.1K$220.2K-$4.9K2026-10-22
WealthPlan Investment Management, LLC
INCREASED3,9563,858+98+3%$219.1K$219.8K+$6662026-10-15
Waycross Investment Management Co
INCREASED3,9163,779+137+4%$214.6K$217.5K+$2.9K2026-10-14
Advisor OS, LLC
NEW3,869—+3,869——$214.9K—2026-11-03
Fulcrum Equity Management
DECREASED3,8425,949-2,107-35%$337.8K$213.4K-$124.4K2026-10-21
Lanark Financial, Inc.
INCREASED3,7783,767+11+0%$213.9K$209.9K-$4.1K2026-10-26
Ritholtz Wealth Management
UNCHANGED3,7613,76100%$213.6K$208.9K-$4.7K2026-11-05
Ridgecrest Wealth Partners, LLC
UNCHANGED3,7503,75000%$213.0K$208.3K-$4.7K2026-10-19
Miramontes Capital, LLC
UNCHANGED3,6623,66200%$208.0K$203.4K-$4.5K2026-10-19
Aspen Investment Management Inc
NEW3,629—+3,629——$202—2026-11-05
Castle Rock Wealth Management, LLC
NEW3,627—+3,627——$205.5K—2026-10-09
Signal Advisors Wealth, LLC
NEW3,612—+3,612——$200.6K—2026-10-13
Brown, Lisle Ings, Inc.
DECREASED3,3003,525-225-6%$200.2K$183.3K-$16.9K2026-10-16
Cape Investment Advisory, Inc.
INCREASED3,2451,167+2,078+178%$66.3K$180.3K+$114.0K2026-10-13
Angeles Wealth Management, LLC
DECREASED2,71114,211-11,500-81%$807.0K$150.6K-$656.4K2026-10-26
Ashton Thomas Private Wealth, LLC
INCREASED2,5291,639+890+54%$93.1K$140.5K+$47.4K2026-11-03
Creative Financial Designs Inc
UNCHANGED2,3602,36000%$134.0K$131.1K-$2.9K2026-11-04
City State Bank
INCREASED2,2002,000+200+10%$113.6K$122.2K+$8.6K2026-10-20
Pinnacle Bancorp, Inc.
DECREASED1,9411,983-42-2%$112.6K$107.8K-$4.8K2026-10-21
Highline Wealth Partners LLC
UNCHANGED1,5001,50000%$85.2K$83.3K-$1.9K2026-10-19
Compass Financial Management LLC
NEW1,469—+1,469——$81.6K—2026-10-30
Markowski Investments
INCREASED1,3061,020+286+28%$57.9K$72.5K+$14.6K2026-10-30
Montag A & Associates Inc
UNCHANGED1,2181,21800%$69.2K$67.7K-$1.5K2026-10-29
EverSource Wealth Advisors, LLC
INCREASED1,0043+1,001+33367%$192$55.8K+$55.6K2026-11-04
Root Financial Partners, LLC
NEW707—+707——$39.3K—2026-10-21
Rossby Financial, LCC
NEW639—+639——$35.5K—2026-11-05
Signaturefd, LLC
UNCHANGED53053000%$30.1K$29.4K-$6572026-10-23
Berbice Capital Management LLC
NEW500—+500——$27.8K—2026-10-13
Mcdonald Partners LLC
UNCHANGED50050000%$28.4K$27.8K-$6202026-11-03
Jacobi Capital Management LLC
NEW382—+382——$21.2K—2026-11-05
Mather Group, Llc.
UNCHANGED34734700%$19.7K$19.3K-$4302026-10-14
Assetmark, Inc
INCREASED31499+215+217%$5.6K$17.4K+$11.8K2026-10-21
Halbert Hargrove Global Advisors, LLC
NEW300—+300——$16.7K—2026-10-16
GHP Investment Advisors, Inc.
DECREASED289352-63-18%$20.0K$16.0K-$4.0K2026-10-15
RMG Wealth Management LLC
NEW250—+250——$13.2K—2026-10-26
Nova Financial LLC
NEW245—+245——$13.6K—2026-11-04
Tounjian Advisory Partners, LLC
NEW206—+206——$11.5K—2026-11-04
Financial Management Professionals, Inc.
INCREASED198185+13+7%$10.5K$11.0K+$4932026-10-23
TD Waterhouse Canada Inc.
UNCHANGED19019000%$10.7K$10.6K-$892026-10-16
Provenance Wealth Advisors, LLC
NEW176—+176——$9.8K—2026-10-30
GK Wealth Management LLC
NEW171—+171——$9.5K—2026-10-09
Ares Financial Consulting, LLC
INCREASED110106+4+4%$6.0K$6.1K+$822026-10-19
IFS Advisors, LLC
INCREASED6850+18+36%$2.8K$3.8K+$9622026-10-14
TD Private Client Wealth LLC
UNCHANGED242400%$1.4K$1.3K-$302026-10-28
Aspect Partners, LLC
UNCHANGED202000%$1.1K$1.1K-$252026-10-20
Canton Hathaway, LLC
NEW18—+18——$1.0K—2026-10-23
Mountain Hill Investment Partners Corp.
INCREASED1711+6+55%$628$924+$2962026-10-23
Monetary Solutions, Ltd
UNCHANGED101000%$562$570+$82026-10-22
Farmers & Merchants Investments Inc
UNCHANGED101000%$568$556-$122026-10-22
Dhjj Financial Advisors, Ltd.
UNCHANGED5500%$284$278-$62026-10-23
FNY Investment Advisers, LLC
CLOSED015,300-15,300-100%$868$0-$8682026-10-16
Alessandra Capital Management, LLC
CLOSED08,535-8,535-100%$484.7K$0-$484.7K2026-10-30
Forum Financial Management, LP
CLOSED05,562-5,562-100%$315.9K$0-$315.9K2026-10-16
Integrated Advisors Network LLC
CLOSED04,456-4,456-100%$253.1K$0-$253.1K2026-10-20
Corepath Wealth Partners LLC
CLOSED04,364-4,364-100%$241.5K$0-$241.5K2026-10-21
AlphaStar Capital Management, LLC
CLOSED03,654-3,654-100%$207.5K$0-$207.5K2026-10-16
Salem Investment Counselors Inc
CLOSED01,125-1,125-100%$63.9K$0-$63.9K2026-10-13
Activest Wealth Management
CLOSED0950-950-100%$54.0K$0-$54.0K2026-10-15
Kingdom Financial Group Llc.
CLOSED0503-503-100%$28.6K$0-$28.6K2026-11-04
Asset Dedication, LLC
CLOSED025-25-100%$1.4K$0-$1.4K2026-11-03
Robinswood Financial LLC
CLOSED020-20-100%$1.1K$0-$1.1K2026-10-20
LPL Financial LLC
N/A—3,310,164-3,310,164-100%$188.0M———
Goldman Sachs Group Inc
N/A—1,244,080-1,244,080-100%$70.7M———
Royal Bank of Canada
N/A—994,260-994,260-100%$56.5M———
UBS Group AG
N/A—760,789-760,789-100%$43.2M———
Merit Financial Group, LLC
N/A—558,944-558,944-100%$31.7M———
Raymond James Financial Inc
N/A—510,639-510,639-100%$29.0M———
Second Half Financial Partners, LLC
N/A—499,503-499,503-100%$28.4M———
MML Investors Services, LLC
N/A—480,022-480,022-100%$27.3M———
Private Advisor Group, LLC
N/A—328,985-328,985-100%$18.7M———
Envestnet Asset Management Inc
N/A—281,469-281,469-100%$16.0M———
URS Advisory LLC
N/A—251,064-251,064-100%$14.3M———
Citadel Advisors LLC
N/A—250,496-250,496-100%$14.2M———
Summit Financial, LLC
N/A—242,782-242,782-100%$13.8M———
Jane Street Group, LLC
N/A—240,580-240,580-100%$13.7M———
Stifel Financial Corp
N/A—236,154-236,154-100%$13.4M———
Aventura Private Wealth, LLC
N/A—229,423-229,423-100%$13.0M———
Baker Avenue Asset Management, LP
N/A—204,151-204,151-100%$11.6M———
Cascade Wealth Advisors, Inc
N/A—193,307-193,307-100%$10.7M———
Gotham Asset Management, LLC
N/A—170,523-170,523-100%$9.7M———
PSI Advisors, LLC
N/A—152,021-152,021-100%$8.6M———
Kingsview Wealth Management, LLC
N/A—145,322-145,322-100%$8.3M———
Stratos Wealth Partners, Ltd.
N/A—140,708-140,708-100%$8.0M———
HRT Financial LP
N/A—138,473-138,473-100%$7.9M———
Estate Planners Group, LLC
N/A—137,290-137,290-100%$7.8M———
Susquehanna International Group, LLP
N/A—136,101-136,101-100%$7.7M———
Owen LaRue, LLC
N/A—113,790-113,790-100%$6.5M———
Ameritas Advisory Services, LLC
N/A—105,652-105,652-100%$6.0M———
IEQ Capital, LLC
N/A—97,337-97,337-100%$5.5M———
Astoria Portfolio Advisors Llc.
N/A—92,792-92,792-100%$5.3M———
Foundations Investment Advisors, LLC
N/A—90,957-90,957-100%$5.2M———
Renaissance Technologies LLC
N/A—84,800-84,800-100%$4.8M———
PFG Investments, LLC
N/A—83,802-83,802-100%$4.8M———
NewEdge Advisors, LLC
N/A—79,797-79,797-100%$4.5M———
West Michigan Advisors, LLC
N/A—76,126-76,126-100%$4.3M———
Pursue Wealth Partners LLC
N/A—69,931-69,931-100%$4.0M———
FSA Advisors, Inc.
N/A—63,775-63,775-100%$3.6M———
IHT Wealth Management, LLC
N/A—62,707-62,707-100%$3.6M———
Janney Montgomery Scott LLC
N/A—60,131-60,131-100%$3.4M———
Chilton Investment Co Inc.
N/A—60,094-60,094-100%$3.4M———
Rockefeller Capital Management L.P.
N/A—57,641-57,641-100%$3.3M———
Arete Wealth Advisors, LLC
N/A—57,227-57,227-100%$3.3M———
Belpointe Asset Management LLC
N/A—56,130-56,130-100%$3.2M———
HighTower Advisors, LLC
N/A—53,074-53,074-100%$3.0M———
Cetera Investment Advisers
N/A—49,527-49,527-100%$2.8M———
Kovack Advisors, Inc.
N/A—47,858-47,858-100%$2.7M———
Osaic Holdings, Inc.
N/A—46,022-46,022-100%$2.6M———
Morgan Stanley
N/A—45,017-45,017-100%$2.6M———
Garden State Investment Advisory Services LLC
N/A—44,089-44,089-100%$2.5M———
BlueStem Wealth Partners, LLC
N/A—43,957-43,957-100%$2.5M———
Banco BTG Pactual S.A.
N/A—43,865-43,865-100%$2.5M———
Arax Advisory Partners
N/A—42,804-42,804-100%$2.4M———
CCG Wealth Management, LLC
N/A—40,143-40,143-100%$2.3M———
Insigneo Advisory Services, LLC
N/A—39,106-39,106-100%$2.2M———
Equitable Holdings, Inc.
N/A—36,815-36,815-100%$2.1M———
McKinney Capital Management, LLC
N/A—34,138-34,138-100%$1.9M———
&partners
N/A—33,465-33,465-100%$2.0M———
Steward Partners Investment Advisory, LLC
N/A—33,095-33,095-100%$1.9M———
Uniplan Investment Counsel, Inc.
N/A—31,230-31,230-100%$1.8M———
CreativeOne Wealth, LLC
N/A—31,169-31,169-100%$1.8M———
Mariner, LLC
N/A—30,355-30,355-100%$1.7M———
Gladstone Institutional Advisory LLC
N/A—28,359-28,359-100%$1.6M———
Sanctuary Advisors, LLC
N/A—27,766-27,766-100%$1.6M———
Level Four Advisory Services, LLC
N/A—26,820-26,820-100%$1.5M———
Clearstead Advisors, LLC
N/A—26,433-26,433-100%$1.5M———
Navis Wealth Advisors, LLC
N/A—26,295-26,295-100%$1.5M———
Strategic Financial Concepts, LLC
N/A—25,413-25,413-100%$1.4M———
Fortis Group Advisors, LLC
N/A—24,370-24,370-100%$1.4M———
Coppell Advisory Solutions LLC
N/A—24,102-24,102-100%$676.2K———
Seaview Investment Managers LLC
N/A—23,618-23,618-100%$1.3M———
IFG Advisory, LLC
N/A—22,798-22,798-100%$1.3M———
AlTi Global, Inc.
N/A—21,105-21,105-100%$1.2M———
Betterment LLC
N/A—20,609-20,609-100%$1.2M———
Delta Investment Management, LLC
N/A—20,173-20,173-100%$1.1M———
Sequoia Financial Advisors, LLC
N/A—20,120-20,120-100%$1.1M———
Wellington Grp LLC
N/A—20,085-20,085-100%$1.1M———
Beacon Pointe Advisors, LLC
N/A—20,023-20,023-100%$1.1M———
Focus Partners Wealth
N/A—20,017-20,017-100%$1.1M———
Pacific SUN Financial Corp
N/A—19,994-19,994-100%$1.1M———
Integrated Wealth Concepts LLC
N/A—19,588-19,588-100%$1.1M———
Alpha Financial Partners LLC
N/A—17,420-17,420-100%$989.3K———
Waverly Advisors, LLC
N/A—15,903-15,903-100%$903.1K———
Stratos Wealth Advisors, LLC
N/A—15,898-15,898-100%$902.9K———
Bogart Wealth, LLC
N/A—15,139-15,139-100%$859.7K———
Wealth Alliance, LLC
N/A—15,015-15,015-100%$852.7K———
Two Sigma Securities, LLC
N/A—14,200-14,200-100%$806.4K———
Keystone Financial Group
N/A—13,830-13,830-100%$785.4K———
Gateway Wealth Partners, LLC
N/A—13,447-13,447-100%$763.7K———
Quotient Wealth Partners, LLC
N/A—12,852-12,852-100%$729.8K———
Great Valley Advisor Group, Inc.
N/A—12,702-12,702-100%$721.3K———
NewEdge Wealth, LLC
N/A—12,587-12,587-100%$714.8K———
Arkadios Wealth Advisors
N/A—11,474-11,474-100%$651.6K———
Ponta Wealth Partners, LLC
N/A—11,435-11,435-100%$649.4K———
Global Retirement Partners, LLC
N/A—11,083-11,083-100%$629.4K———
Independent Advisor Alliance
N/A—11,064-11,064-100%$628.3K———
Cerity Partners LLC
N/A—10,312-10,312-100%$585.5K———
Captrust Financial Advisors
N/A—10,267-10,267-100%$583.1K———
Mutual Advisors, LLC
N/A—9,944-9,944-100%$564.7K———
Brown Advisory Inc
N/A—9,548-9,548-100%$542.2K———
Wells Fargo & Company
N/A—9,511-9,511-100%$540.1K———
Dover Advisors, LLC
N/A—9,465-9,465-100%$509.8K———
Advisory Services Network, LLC
N/A—9,077-9,077-100%$515.5K———
Allworth Financial LP
N/A—8,496-8,496-100%$482.5K———
Snowden Capital Advisors LLC
N/A—8,440-8,440-100%$479.3K———
Cresset Asset Management, LLC
N/A—8,287-8,287-100%$470.6K———
Nvest Financial, LLC
N/A—8,187-8,187-100%$465.0K———
Camarda Financial Advisors, LLC
N/A—7,361-7,361-100%$418.1K———
Baird Financial Group, Inc.
N/A—7,255-7,255-100%$412.0K———
BFC Planning, Inc.
N/A—7,051-7,051-100%$400.4K———
OneDigital Investment Advisors LLC
N/A—7,027-7,027-100%$399.1K———
Cary Street Partners Financial LLC
N/A—6,936-6,936-100%$393.9K———
Palogic Value Management, L.P.
N/A—6,800-6,800-100%$386.2K———
Money Concepts Capital Corp
N/A—6,654-6,654-100%$377.9K———
Florida Financial Advisors, LLC
N/A—6,333-6,333-100%$359.7K———
Arrowroot Family Office, LLC
N/A—6,078-6,078-100%$345.1K———
Perennial Investment Advisors, LLC
N/A—6,066-6,066-100%$344.5K———
Kapstone Financial Advisors LLC
N/A—6,044-6,044-100%$343.2K———
Novak & Powell Financial Services, Inc.
N/A—5,806-5,806-100%$329.7K———
Falcon Wealth Planning
N/A—5,700-5,700-100%$323.7K———
Ausdal Financial Partners, Inc.
N/A—5,621-5,621-100%$319.2K———
World Investment Advisors
N/A—5,384-5,384-100%$275.7K———
Mercer Global Advisors Inc
N/A—5,366-5,366-100%$304.7K———
Jaffetilchin Investment Partners, LLC
N/A—5,354-5,354-100%$304.1K———
HighPoint Advisor Group LLC
N/A—5,238-5,238-100%$297.5K———
Pasadena Private Wealth, LLC
N/A—5,222-5,222-100%$296.5K———
AE Wealth Management LLC
N/A—5,062-5,062-100%$287.5K———
Founders Financial Alliance, LLC
N/A—4,999-4,999-100%$283.9K———
Luminist Capital LLC
N/A—4,915-4,915-100%$279.1K———
Bank of Montreal
N/A—4,892-4,892-100%$277.8K———
Kerr Financial Planning Corp
N/A—4,700-4,700-100%$266.9K———
Savant Capital, LLC
N/A—4,535-4,535-100%$242.9K———
AQR Capital Management LLC
N/A—4,518-4,518-100%$256.6K———
Sonoma Allocations LLC
N/A—4,451-4,451-100%$251.2K———
Envestnet Portfolio Solutions, Inc.
N/A—4,401-4,401-100%$249.9K———
Keating Financial Advisory Services, Inc.
N/A—4,251-4,251-100%$241.4K———
Horizon Investment Services, LLC
N/A—4,141-4,141-100%$235.2K———
Stephens Inc
N/A—4,125-4,125-100%$234.3K———
Everest Financial Group LLC
N/A—4,100-4,100-100%$232.8K———
Westbourne Investments, Inc.
N/A—4,030-4,030-100%$228.9K———
Silver OAK Securities, Incorporated
N/A—3,907-3,907-100%$221.9K———
Safe Harbor Fiduciary, LLC
N/A—3,884-3,884-100%$220.6K———
O'shaughnessy Asset Management, LLC
N/A—3,762-3,762-100%$213.6K———
Harbour Investments, Inc.
N/A—3,739-3,739-100%$212.3K———
Red Door Wealth Management, LLC
N/A—3,711-3,711-100%$210.7K———
Advance Capital Management, Inc.
N/A—3,707-3,707-100%$210.5K———
Advyzon Investment Management, LLC
N/A—3,692-3,692-100%$209.7K———
Pathstone Holdings, LLC
N/A—3,656-3,656-100%$207.6K———
Smith, Moore & Co.
N/A—3,577-3,577-100%$203.2K———
Johnson Investment Counsel Inc
N/A—3,538-3,538-100%$200.9K———
Northwestern Mutual Wealth Management Co
N/A—3,396-3,396-100%$192.9K———
Aptus Capital Advisors, LLC
N/A—2,311-2,311-100%$131.2K———
Medallion Wealth Advisors, LLC
N/A—1,880-1,880-100%$107.2K———
PNC Financial Services Group, Inc.
N/A—1,623-1,623-100%$92.2K———
Federation des caisses Desjardins du Quebec
N/A—1,325-1,325-100%$75.3K———
BlackRock, Inc.
N/A—1,213-1,213-100%$68.9K———
Swan Capital LLC
N/A—1,186-1,186-100%$67.4K———
FMR LLC
N/A—1,055-1,055-100%$59.9K———
Jones Financial Companies Lllp
N/A—980-980-100%$53.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—950-950-100%$54.0K———
N.E.W. Advisory Services LLC
N/A—920-920-100%$52.2K———
Fiduciary Financial Advisors
N/A—904-904-100%$51.3K———
Tower Research Capital LLC (TRC)
N/A—878-878-100%$49.9K———
Quent Capital, LLC
N/A—700-700-100%$39.8K———
Institute for Wealth Management, Llc.
N/A—631-631-100%$35.8K———
Geneos Wealth Management Inc.
N/A—625-625-100%$35.5K———
Strategic Wealth Partners, Ltd.
N/A—602-602-100%$34.2K———
Hollencrest Capital Management
N/A—556-556-100%$31.6K———
Roble, Belko & Company, Inc
N/A—549-549-100%$31.0K———
VSM Wealth Advisory, LLC
N/A—441-441-100%$25.1K———
JPMorgan Chase & Co
N/A—221-221-100%$12.4K———
Winch Advisory Services, LLC
N/A—214-214-100%$12.1K———
SHP Wealth Management
N/A—186-186-100%$10.5K———
Capital Analysts, LLC
N/A—156-156-100%$9———
Ameriflex Group, Inc.
N/A—100-100-100%$5.7K———
Hantz Financial Services, Inc.
N/A—64-64-100%$4———
Coston, McIsaac & Partners
N/A—46-46-100%$2———
Mcguire Capital Advisors Inc
N/A—16-16-100%$894———
Showing 408 of 408 institutions