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SS Spdr S&P 600 SC GR ETF (SLYG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Everhart Financial Group, Inc.
INCREASED
Shares567,965 from 538,759
Change+29,206 (+5%)
Value$60.8M (-$3.4M)
Filed 2026-10-08
Diversified Enterprises, LLC
INCREASED
Shares567,280 from 554,547
Change+12,733 (+2%)
Value$60.7M (-$5.4M)
Filed 2026-10-19
Rodgers & Associates, LTD
DECREASED
Shares397,087 from 403,692
Change-6,605 (-2%)
Value$42.5M (-$5.6M)
Filed 2026-10-20
Avantax Planning Partners, Inc.
INCREASED
Shares359,118 from 352,536
Change+6,582 (+2%)
Value$38.4M (-$3.6M)
Filed 2026-11-03
Krilogy Financial LLC
DECREASED
Shares343,061 from 352,106
Change-9,045 (-3%)
Value$37.2M (-$4.8M)
Filed 2026-10-13
GHP Investment Advisors, Inc.
INCREASED
Shares254,922 from 254,137
Change+785 (+0%)
Value$27.3M (-$3.0M)
Filed 2026-10-15
Aire Advisors, LLC
INCREASED
Shares235,690 from 230,151
Change+5,539 (+2%)
Value$25.2M (-$2.2M)
Filed 2026-10-22
OpenArc Corporate Advisory, LLC
INCREASED
Shares206,755 from 205,387
Change+1,368 (+1%)
Value$22.1M (-$2.4M)
Filed 2026-10-21
Klingman & Associates, LLC
DECREASED
Shares202,931 from 203,898
Change-967 (0%)
Value$21.7M (-$2.6M)
Filed 2026-10-20
First National Trust Co
DECREASED
Shares202,173 from 206,257
Change-4,084 (-2%)
Value$21.6M (-$2.9M)
Filed 2026-10-28
Convergence Financial, LLC
DECREASED
Shares185,229 from 365,342
Change-180,113 (-49%)
Value$19.8M (-$23.7M)
Filed 2026-10-27
Victory Financial Group, LLC
INCREASED
Shares172,871 from 164,987
Change+7,884 (+5%)
Value$18.5M (-$1.2M)
Filed 2026-10-27
Commonwealth Equity Services, LLC
DECREASED
Shares151,528 from 168,328
Change-16,800 (-10%)
Value$16.2M (-$3.8M)
Filed 2026-11-02
Optimist Retirement Group LLC
DECREASED
Shares129,821 from 131,839
Change-2,018 (-2%)
Value$13.9M (-$1.8M)
Filed 2026-10-30
Marietta Wealth Management, LLC
DECREASED
Shares117,999 from 120,589
Change-2,590 (-2%)
Value$12.5M (-$1.8M)
Filed 2026-10-22
Moneco Advisors, LLC
INCREASED
Shares110,162 from 104,727
Change+5,435 (+5%)
Value$11.8M (-$692.2K)
Filed 2026-11-05
Shakespeare Wealth Management, LLC
DECREASED
Shares104,659 from 119,563
Change-14,904 (-12%)
Value$11.2M (-$3.0M)
Filed 2026-10-28
Rainey & Randall Wealth Advisors Inc.
DECREASED
Shares101,422 from 102,047
Change-625 (-1%)
Value$10.8M (-$1.3M)
Filed 2026-10-26
Csenge Advisory Group
INCREASED
Shares101,382 from 101,204
Change+178 (+0%)
Value$10.8M (-$1.2M)
Filed 2026-11-04
Mather Group, Llc.
INCREASED
Shares100,605 from 98,823
Change+1,782 (+2%)
Value$10.8M (-$1.0M)
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares99,498 from 76,168
Change+23,330 (+31%)
Value$10.7M (+$1.9M)
Filed 2026-10-13
BIP Wealth, LLC
DECREASED
Shares93,674 from 95,010
Change-1,336 (-1%)
Value$10.0M (-$1.3M)
Filed 2026-10-22
Cerro Pacific Wealth Advisors LLC
INCREASED
Shares81,330 from 78,256
Change+3,074 (+4%)
Value$8.7M (-$622.8K)
Filed 2026-10-22
HRC Wealth Management, LLC
INCREASED
Shares80,065 from 78,831
Change+1,234 (+2%)
Value$8.6M (-$826.6K)
Filed 2026-10-16
Key FInancial Inc
DECREASED
Shares77,835 from 80,325
Change-2,490 (-3%)
Value$8.3M (-$1.2M)
Filed 2026-11-02
Leslie Global Wealth, LLC
INCREASED
Shares76,994 from 74,342
Change+2,652 (+4%)
Value$8.2M (-$620.3K)
Filed 2026-10-26
Farther Finance Advisors, LLC
INCREASED
Shares75,654 from 30,451
Change+45,203 (+148%)
Value$8.1M (+$4.5M)
Filed 2026-10-08
KWB Wealth
DECREASED
Shares72,938 from 75,460
Change-2,522 (-3%)
Value$7.8M (-$1.2M)
Filed 2026-10-16
Leicht Financial Planning & Wealth Management, Inc.
DECREASED
Shares72,823 from 75,788
Change-2,965 (-4%)
Value$7.8M (-$1.2M)
Filed 2026-11-03
Wealthcare Advisory Partners LLC
INCREASED
Shares70,704 from 70,377
Change+327 (+0%)
Value$7.6M (-$820.8K)
Filed 2026-10-21
Fragasso Financial Advisors Inc
DECREASED
Shares66,969 from 67,025
Change-56 (0%)
Value$7.3M (-$713.8K)
Filed 2026-10-13
New England Capital Financial Advisors LLC
INCREASED
Shares66,731 from 66,065
Change+666 (+1%)
Value$7.1M (-$732.2K)
Filed 2026-11-03
Grey Fox Wealth Advisors, LLC
DECREASED
Shares66,563 from 179,787
Change-113,224 (-63%)
Value$7.1M (-$14.3M)
Filed 2026-11-03
Eagle Strategies LLC
INCREASED
Shares65,738 from 6,085
Change+59,653 (+980%)
Value$7.0M (+$6.3M)
Filed 2026-10-16
Farmers & Merchants Trust Co of Chambersburg PA
NEW
Shares64,536
Change+64,536
Value$6.9K
Filed 2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares63,690 from 58,728
Change+4,962 (+8%)
Value$6.8K (-$7.0M)
Filed 2026-11-02
Junk Investment Group, LLC
INCREASED
Shares60,408 from 55,293
Change+5,115 (+9%)
Value$6.5M (-$125.2K)
Filed 2026-10-19
Roberts Financial Services LLC
DECREASED
Shares59,634 from 60,445
Change-811 (-1%)
Value$6.4M (-$821.8K)
Filed 2026-10-23
Creative Planning
INCREASED
Shares59,533 from 58,994
Change+539 (+1%)
Value$6.4M (-$659.7K)
Filed 2026-11-02
Nvest Wealth Strategies, Inc.
DECREASED
Shares58,442 from 70,704
Change-12,262 (-17%)
Value$6.3M (-$2.2M)
Filed 2026-10-14
Truist Financial Corp
DECREASED
Shares57,909 from 59,426
Change-1,517 (-3%)
Value$6.2M (-$884.9K)
Filed 2026-10-30
Midwest Financial Group LLC
INCREASED
Shares56,407 from 53,306
Change+3,101 (+6%)
Value$6.0M (-$316.5K)
Filed 2026-10-15
Barrett & Company, Inc.
INCREASED
Shares54,615 from 53,858
Change+757 (+1%)
Value$5.8M (-$574.0K)
Filed 2026-10-22
Financial Security Advisor, Inc.
DECREASED
Shares52,671 from 56,967
Change-4,296 (-8%)
Value$5.6M (-$1.2M)
Filed 2026-11-03
Oppenheimer & Co Inc
INCREASED
Shares50,497 from 49,741
Change+756 (+2%)
Value$5.4M (-$524.0K)
Filed 2026-10-26
TME Financial, Inc.
INCREASED
Shares50,259 from 48,447
Change+1,812 (+4%)
Value$5.4M (-$395.3K)
Filed 2026-10-14
Marathon Mission, Inc.
INCREASED
Shares49,257 from 48,442
Change+815 (+2%)
Value$5.3M (-$501.9K)
Filed 2026-10-01
ERn Financial, LLC
DECREASED
Shares48,194 from 48,685
Change-491 (-1%)
Value$5.2M (-$644.4K)
Filed 2026-10-28
Gibbs Wealth Management
INCREASED
Shares47,866 from 44,579
Change+3,287 (+7%)
Value$5.1M (-$190.5K)
Filed 2026-10-22
J.W. Cole Advisors, Inc.
DECREASED
Shares46,823 from 48,753
Change-1,930 (-4%)
Value$5.0M (-$799.3K)
Filed 2026-11-05
Livet Wealth, LLC
INCREASED
Shares46,648 from 45,748
Change+900 (+2%)
Value$5.0M (-$460.0K)
Filed 2026-10-27
Assetmark, Inc
DECREASED
Shares46,485 from 53,910
Change-7,425 (-14%)
Value$5.0M (-$1.4M)
Filed 2026-10-21
Probity Advisors, Inc.
INCREASED
Shares45,720 from 44,748
Change+972 (+2%)
Value$4.9M (-$440.2K)
Filed 2026-10-23
Roan Capital Partners
INCREASED
Shares45,013 from 42,817
Change+2,196 (+5%)
Value$4.8M (-$285.8K)
Filed 2026-10-09
Signature Estate & Investment Advisors LLC
DECREASED
Shares45,009 from 45,422
Change-413 (-1%)
Value$4.8M (-$596.6K)
Filed 2026-10-13
Chicago Partners Investment Group LLC
INCREASED
Shares44,847 from 41,878
Change+2,969 (+7%)
Value$4.8M (+$26.8K)
Filed 2026-10-27
Kingswood Wealth Advisors, LLC
DECREASED
Shares44,828 from 45,091
Change-263 (-1%)
Value$4.8M (-$576.5K)
Filed 2026-10-23
Clarus Wealth Advisors
INCREASED
Shares43,826 from 23,981
Change+19,845 (+83%)
Value$4.8M (+$2.0M)
Filed 2026-10-13
Stevens Capital Partners
INCREASED
Shares37,561 from 30,994
Change+6,567 (+21%)
Value$4.0M (+$325.6K)
Filed 2026-10-29
Carolina Wealth Management Inc
DECREASED
Shares37,458 from 39,530
Change-2,072 (-5%)
Value$4.0M (-$702.3K)
Filed 2026-10-29
MCF Advisors LLC
INCREASED
Shares36,684 from 36,634
Change+50 (+0%)
Value$3.9M (-$440.1K)
Filed 2026-10-28
Sage Financial Group Inc
INCREASED
Shares35,636 from 32,224
Change+3,412 (+11%)
Value$3.8M (-$26.9K)
Filed 2026-10-27
True Blue Financial, LLC
INCREASED
Shares35,029 from 25,282
Change+9,747 (+39%)
Value$3.7M (+$735.2K)
Filed 2026-10-15
Portside Wealth Group, LLC
INCREASED
Shares34,878 from 29,812
Change+5,066 (+17%)
Value$3.7M (+$179.4K)
Filed 2026-10-20
Trilogy Capital Inc.
INCREASED
Shares31,767 from 28,736
Change+3,031 (+11%)
Value$3.4M (-$25.3K)
Filed 2026-10-20
Summit Wealth Group LLC / Co
DECREASED
Shares31,424 from 31,962
Change-538 (-2%)
Value$3.4M (-$446.1K)
Filed 2026-10-29
D.A. Davidson & Co.
DECREASED
Shares29,523 from 34,642
Change-5,119 (-15%)
Value$3.2M (-$968.9K)
Filed 2026-10-28
Parkside Financial Bank & Trust
INCREASED
Shares28,545 from 23,490
Change+5,055 (+22%)
Value$3.1M (+$255.1K)
Filed 2026-10-27
Whitegate Investment Counselors, Inc.
INCREASED
Shares27,903 from 27,733
Change+170 (+1%)
Value$3.0M (-$319.1K)
Filed 2026-11-02
GEN Financial Management, Inc.
DECREASED
Shares25,677 from 26,017
Change-340 (-1%)
Value$2.7M (-$352.7K)
Filed 2026-10-13
Forbes Financial Planning, Inc.
DECREASED
Shares25,254 from 25,977
Change-723 (-3%)
Value$2.7M (-$393.3K)
Filed 2026-10-23
Larson Financial Group LLC
DECREASED
Shares24,745 from 25,280
Change-535 (-2%)
Value$2.6M (-$364.6K)
Filed 2026-11-05
Schear Investment Advisers, LLC
NEW
Shares24,223
Change+24,223
Value$2.6M
Filed 2026-10-14
Tempo Wealth, LLC
DECREASED
Shares24,223 from 25,176
Change-953 (-4%)
Value$2.6M (-$408.0K)
Filed 2026-10-14
Dynamic Financial Group
INCREASED
Shares23,662 from 22,526
Change+1,136 (+5%)
Value$2.5M (-$152.4K)
Filed 2026-10-28
Brookstone Capital Management
DECREASED
Shares23,492 from 23,614
Change-122 (-1%)
Value$2.5M (-$300.2K)
Filed 2026-10-22
Capital Square, LLC
DECREASED
Shares22,534 from 24,077
Change-1,543 (-6%)
Value$2.4M (-$389.9K)
Filed 2026-10-19
American Financial & TAX Strategies Inc
DECREASED
Shares22,416 from 22,423
Change-7 (0%)
Value$2.4M (-$273.4K)
Filed 2026-10-16
Focus Financial Network, Inc.
DECREASED
Shares22,265 from 23,013
Change-748 (-3%)
Value$2.4M (-$359.8K)
Filed 2026-10-14
Friday Financial
INCREASED
Shares22,021 from 15,533
Change+6,488 (+42%)
Value$2.4M (+$553.9K)
Filed 2026-10-09
Inman Jager Wealth Management, LLC
DECREASED
Shares21,878 from 22,201
Change-323 (-1%)
Value$2.3M (-$304.5K)
Filed 2026-11-05
Waller Financial Planning Group, Inc
DECREASED
Shares21,559 from 21,626
Change-67 (0%)
Value$2.3M (-$270.1K)
Filed 2026-10-07
Councilor Wealth, LLC
DECREASED
Shares20,729 from 23,085
Change-2,356 (-10%)
Value$2.2M (-$532.7K)
Filed 2026-10-09
Ignite Planners, LLC
DECREASED
Shares20,728 from 21,745
Change-1,017 (-5%)
Value$2.2M (-$353.1K)
Filed 2026-10-14
Droms Strauss Advisors Inc
DECREASED
Shares20,408 from 20,522
Change-114 (-1%)
Value$2.2M (-$261.8K)
Filed 2026-11-03
Flagship Harbor Advisors, LLC
DECREASED
Shares20,364 from 32,118
Change-11,754 (-37%)
Value$2.2M (-$1.6M)
Filed 2026-10-26
Advisor OS, LLC
DECREASED
Shares19,090 from 19,308
Change-218 (-1%)
Value$2.0M (-$258.1K)
Filed 2026-11-03
Brady Martz Wealth Solutions, LLC
DECREASED
Shares18,940 from 18,975
Change-35 (0%)
Value$2.0M (-$234.5K)
Filed 2026-11-05
McAdam, LLC
DECREASED
Shares18,920 from 19,152
Change-232 (-1%)
Value$2.0M (-$257.7K)
Filed 2026-10-21
Fell Capital Management
DECREASED
Shares18,373 from 18,674
Change-301 (-2%)
Value$2.0M (-$259.3K)
Filed 2026-10-09
Triangle Securities Wealth Management
DECREASED
Shares17,764 from 18,038
Change-274 (-2%)
Value$1.9M (-$248.6K)
Filed 2026-10-14
Thrivent Financial for Lutherans
INCREASED
Shares17,639 from 11,732
Change+5,907 (+50%)
Value$1.9K (-$1.4M)
Filed 2026-11-05
Laurel OAK Wealth Management, LLC
INCREASED
Shares16,949 from 15,987
Change+962 (+6%)
Value$1.8M (-$91.6K)
Filed 2026-10-19
Perigon Wealth Management, LLC
INCREASED
Shares16,809 from 16,750
Change+59 (+0%)
Value$1.8M (-$197.4K)
Filed 2026-10-22
Solutions 4 Wealth, Ltd
INCREASED
Shares16,271 from 13,125
Change+3,146 (+24%)
Value$1.7M (+$176.9K)
Filed 2026-11-03
Kestra Advisory Services, LLC
INCREASED
Shares16,257 from 12,399
Change+3,858 (+31%)
Value$1.7M (+$261.9K)
Filed 2026-11-02
Twelve Points Wealth Management LLC
DECREASED
Shares16,103 from 16,144
Change-41 (0%)
Value$1.8M (-$155.8K)
Filed 2026-11-03
RFG Advisory, LLC
INCREASED
Shares15,680 from 8,100
Change+7,580 (+94%)
Value$1.7M (+$712.3K)
Filed 2026-11-03
Courage Miller Partners, LLC
DECREASED
Shares15,643 from 15,701
Change-58 (0%)
Value$1.7M (-$197.1K)
Filed 2026-10-21
Capital Squared Financial LLC
INCREASED
Shares13,935 from 13,506
Change+429 (+3%)
Value$1.5M (-$118.3K)
Filed 2026-10-30
Founders Financial Securities LLC
INCREASED
Shares13,830 from 13,325
Change+505 (+4%)
Value$1.5M (-$107.9K)
Filed 2026-10-28
Prime Capital Investment Advisors, LLC
INCREASED
Shares13,341 from 12,300
Change+1,041 (+8%)
Value$1.4M (-$38.2K)
Filed 2026-10-20
LTG Capital LLC
DECREASED
Shares13,311 from 13,434
Change-123 (-1%)
Value$1.4M (-$176.5K)
Filed 2026-11-04
Investors Research Corp
DECREASED
Shares13,224 from 13,234
Change-10 (0%)
Value$1.4M (-$162.0K)
Filed 2026-10-07
Motive Wealth Advisors
INCREASED
Shares13,022 from 12,774
Change+248 (+2%)
Value$1.4M (-$128.8K)
Filed 2026-10-26
Willner & Heller, LLC
DECREASED
Shares12,680 from 13,173
Change-493 (-4%)
Value$1.4M (-$212.9K)
Filed 2026-10-28
Occidental Asset Management, LLC
INCREASED
Shares11,999 from 11,810
Change+189 (+2%)
Value$1.3M (-$123.4K)
Filed 2026-11-05
Visionary Wealth Advisors
DECREASED
Shares11,470 from 11,768
Change-298 (-3%)
Value$1.2M (-$174.9K)
Filed 2026-11-04
Clear Retirement Advice LLC
DECREASED
Shares11,460 from 11,909
Change-449 (-4%)
Value$1.2M (-$192.9K)
Filed 2026-10-22
Bill Few Associates, Inc.
INCREASED
Shares11,434 from 11,426
Change+8 (+0%)
Value$1.2M (-$138.1K)
Filed 2026-10-09
Confluence Wealth Services, Inc.
DECREASED
Shares11,249 from 11,335
Change-86 (-1%)
Value$1.2M (-$147.0K)
Filed 2026-11-05
YHB Investment Advisors, Inc.
DECREASED
Shares10,916 from 10,936
Change-20 (0%)
Value$1.2M (-$135.1K)
Filed 2026-10-08
Private Trust Co NA
INCREASED
Shares10,828 from 10,738
Change+90 (+1%)
Value$1.2M (-$120.9K)
Filed 2026-10-20
Jnba Financial Advisors
DECREASED
Shares10,425 from 12,175
Change-1,750 (-14%)
Value$1.1M (-$335.2K)
Filed 2026-11-03
Diligent Investors, LLC
DECREASED
Shares10,035 from 10,272
Change-237 (-2%)
Value$1.1M (-$150.3K)
Filed 2026-10-21
Keeler & Nadler Financial Planning & Wealth Management
DECREASED
Shares9,747 from 10,041
Change-294 (-3%)
Value$1.0M (-$153.5K)
Filed 2026-10-28
MidAtlantic Capital Management, Inc.
UNCHANGED
Shares9,239 from 9,239
Change0 (0%)
Value$988.2K (-$112.3K)
Filed 2026-11-05
Salomon & Ludwin, LLC
DECREASED
Shares9,056 from 9,398
Change-342 (-4%)
Value$968.7K (-$111.5K)
Filed 2026-10-29
Apollon Wealth Management, LLC
INCREASED
Shares8,557 from 4,216
Change+4,341 (+103%)
Value$915.4K (+$413.1K)
Filed 2026-10-23
Connecticut Wealth Management, LLC
DECREASED
Shares8,523 from 8,676
Change-153 (-2%)
Value$911.7K (-$121.9K)
Filed 2026-10-13
Keystone Wealth Services, LLC
DECREASED
Shares8,518 from 8,629
Change-111 (-1%)
Value$917.1K (-$110.9K)
Filed 2026-11-03
CWA Asset Management Group, LLC
DECREASED
Shares8,377 from 8,417
Change-40 (0%)
Value$896.1K (-$106.6K)
Filed 2026-10-19
Midwest Trust Co
DECREASED
Shares8,210 from 8,682
Change-472 (-5%)
Value$878.2K (-$156.1K)
Filed 2026-10-22
Citigroup Inc
INCREASED
Shares7,966 from 7,960
Change+6 (+0%)
Value$852.1K (-$96.2K)
Filed 2026-11-04
Tritonpoint Wealth, LLC
UNCHANGED
Shares7,347 from 7,347
Change0 (0%)
Value$785.9K (-$89.3K)
Filed 2026-10-19
Burney Co/
INCREASED
Shares7,316 from 7,173
Change+143 (+2%)
Value$782.6K (-$71.9K)
Filed 2026-10-15
Clear Creek Financial Management, LLC
INCREASED
Shares7,041 from 6,922
Change+119 (+2%)
Value$753.2K (-$71.4K)
Filed 2026-10-28
Intrua Financial, LLC
INCREASED
Shares6,914 from 6,692
Change+222 (+3%)
Value$739.6K (-$57.7K)
Filed 2026-10-28
LexAurum Advisors, LLC
INCREASED
Shares6,878 from 6,876
Change+2 (+0%)
Value$735.8K (-$83.4K)
Filed 2026-10-19
US Bancorp \de\
INCREASED
Shares6,853 from 6,096
Change+757 (+12%)
Value$733.1K (+$6.9K)
Filed 2026-11-05
Equity Wealth Partners, LLC
DECREASED
Shares6,817 from 7,222
Change-405 (-6%)
Value$729.3K (-$131.1K)
Filed 2026-10-26
Diversified Investment Strategies, LLC
UNCHANGED
Shares6,747 from 6,747
Change0 (0%)
Value$721.7K (-$82.0K)
Filed 2026-10-28
Financial Network Wealth Advisors LLC
INCREASED
Shares6,595 from 5,991
Change+604 (+10%)
Value$705.5K (-$8.2K)
Filed 2026-10-28
AlphaCore Capital LLC
DECREASED
Shares6,259 from 6,500
Change-241 (-4%)
Value$669.5K (-$104.9K)
Filed 2026-11-04
Foster Victor Wealth Advisors, LLC
UNCHANGED
Shares6,133 from 6,133
Change0 (0%)
Value$653.0K (-$56.0K)
Filed 2026-10-21
Vise Technologies, Inc.
DECREASED
Shares6,131 from 6,453
Change-322 (-5%)
Value$655.9K (-$112.9K)
Filed 2026-10-29
Rossby Financial, LCC
INCREASED
Shares6,019 from 4,959
Change+1,060 (+21%)
Value$643.9K (+$53.1K)
Filed 2026-11-05
Atlas Brown,Inc.
DECREASED
Shares5,948 from 5,975
Change-27 (0%)
Value$636.3K (-$75.4K)
Filed 2026-10-09
Juncture Wealth Strategies, LLC
INCREASED
Shares5,830 from 5,437
Change+393 (+7%)
Value$623.6K (-$24.1K)
Filed 2026-10-06
Inspirion Wealth Advisors, LLC
DECREASED
Shares5,822 from 6,024
Change-202 (-3%)
Value$622.8K (-$89.3K)
Filed 2026-10-09
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares5,785 from 5,409
Change+376 (+7%)
Value$618.8K (-$25.5K)
Filed 2026-10-29
Asset Dedication, LLC
DECREASED
Shares5,748 from 6,811
Change-1,063 (-16%)
Value$614.9K (-$196.5K)
Filed 2026-11-03
Towerpoint Wealth, LLC
INCREASED
Shares5,491 from 5,480
Change+11 (+0%)
Value$587.4K (-$65.5K)
Filed 2026-10-13
First City Capital Management, Inc.
DECREASED
Shares5,485 from 5,493
Change-8 (0%)
Value$586.7K (-$67.7K)
Filed 2026-10-27
Navigate Wealth Management, LLC
UNCHANGED
Shares5,458 from 5,458
Change0 (0%)
Value$592.6K (-$36.6K)
Filed 2026-10-14
Fairscale Capital, LLC
INCREASED
Shares5,372 from 5,349
Change+23 (+0%)
Value$589.6K (-$47.6K)
Filed 2026-11-04
Idaho Trust Co
DECREASED
Shares5,160 from 6,693
Change-1,533 (-23%)
Value$551.9K (-$245.4K)
Filed 2026-11-04
Flagship Private Wealth, LLC
INCREASED
Shares5,130 from 5,043
Change+87 (+2%)
Value$548.8K (-$51.9K)
Filed 2026-11-05
Orrstown Financial Services Inc
UNCHANGED
Shares5,085 from 5,085
Change0 (0%)
Value$543.9K (-$61.8K)
Filed 2026-10-14
Grant Private Wealth Management Inc
UNCHANGED
Shares4,740 from 4,740
Change0 (0%)
Value$507.0K (-$57.6K)
Filed 2026-10-19
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares4,636 from 4,634
Change+2 (+0%)
Value$495.9K (-$56.2K)
Filed 2026-10-14
Norden Group LLC
DECREASED
Shares4,619 from 5,162
Change-543 (-11%)
Value$494.1K (-$120.8K)
Filed 2026-10-20
CoreCap Advisors, LLC
INCREASED
Shares4,543 from 3,426
Change+1,117 (+33%)
Value$486.0K (+$77.9K)
Filed 2026-10-08
Capital Investment Advisory Services, LLC
DECREASED
Shares4,528 from 4,983
Change-455 (-9%)
Value$484.3K (-$109.3K)
Filed 2026-10-30
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED
Shares4,527 from 4,527
Change0 (0%)
Value$484.3K (-$55.0K)
Filed 2026-10-15
Fingerlakes Wealth Management, Inc.
INCREASED
Shares4,473 from 4,424
Change+49 (+1%)
Value$478.4K (-$48.6K)
Filed 2026-11-04
Avestar Capital, LLC
INCREASED
Shares4,436 from 4,432
Change+4 (+0%)
Value$474.5K (-$53.5K)
Filed 2026-10-28
AdvisorNet Financial, Inc
INCREASED
Shares4,329 from 4,260
Change+69 (+2%)
Value$460.3K (-$47.2K)
Filed 2026-10-15
Barden Capital Management, Inc.
DECREASED
Shares4,308 from 23,686
Change-19,378 (-82%)
Value$460.8K (-$2.4M)
Filed 2026-10-09
Allegiance Financial Group Advisory Services LLC
INCREASED
Shares4,238 from 4,229
Change+9 (+0%)
Value$453.4K (-$50.4K)
Filed 2026-11-02
Avior Wealth Management, LLC
DECREASED
Shares4,161 from 4,667
Change-506 (-11%)
Value$445.1K (-$110.9K)
Filed 2026-10-13
Stonebridge Wealth Management, LLC
DECREASED
Shares4,031 from 4,327
Change-296 (-7%)
Value$431.2K (-$84.3K)
Filed 2026-10-09
Diversify Wealth Management, LLC
DECREASED
Shares4,011 from 4,248
Change-237 (-6%)
Value$431.2K (-$57.9K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares4,011 from 4,248
Change-237 (-6%)
Value$431.2K (-$57.9K)
Filed 2026-10-20
Total Clarity Wealth Management, Inc.
INCREASED
Shares4,010 from 3,885
Change+125 (+3%)
Value$429.0K (-$33.9K)
Filed 2026-10-26
Delta Capital Management LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$428 (-$49)
Filed 2026-10-16
First Heartland Consultants, Inc.
DECREASED
Shares3,920 from 3,930
Change-10 (0%)
Value$419.4K (-$48.8K)
Filed 2026-10-08
HB Wealth Management, LLC
UNCHANGED
Shares3,919 from 3,919
Change0 (0%)
Value$419.2K (-$47.7K)
Filed 2026-10-23
WealthPlan Investment Management, LLC
INCREASED
Shares3,912 from 3,851
Change+61 (+2%)
Value$418.5K (-$40.3K)
Filed 2026-10-15
Koshinski Asset Management, Inc.
INCREASED
Shares3,753 from 3,707
Change+46 (+1%)
Value$401.5K (-$40.1K)
Filed 2026-10-29
Crescent Sterling, Ltd.
DECREASED
Shares3,607 from 3,677
Change-70 (-2%)
Value$385.8K (-$52.2K)
Filed 2026-10-16
Balefire, LLC
DECREASED
Shares3,542 from 3,669
Change-127 (-3%)
Value$378.9K (-$58.2K)
Filed 2026-10-09
Integrated Advisors Network LLC
DECREASED
Shares3,449 from 3,842
Change-393 (-10%)
Value$369.0K (-$88.7K)
Filed 2026-10-20
Meridian Financial Advisors, LLC
UNCHANGED
Shares3,386 from 3,386
Change0 (0%)
Value$362.2K (-$41.2K)
Filed 2026-10-14
Wealth Advisors Northwest LLC
INCREASED
Shares3,378 from 3,377
Change+1 (+0%)
Value$361.3K (-$40.9K)
Filed 2026-10-29
Destiny Capital Corp
DECREASED
Shares3,323 from 3,324
Change-1 (0%)
Value$355.5K (-$40.5K)
Filed 2026-11-03
Valley Forge Investment Consultants Inc ADV
INCREASED
Shares3,305 from 3,300
Change+5 (+0%)
Value$353.5K (-$39.6K)
Filed 2026-11-03
Waldron Private Wealth LLC
UNCHANGED
Shares3,250 from 3,250
Change0 (0%)
Value$347.7K (-$39.5K)
Filed 2026-11-02
Sensible Money, LLC
DECREASED
Shares3,164 from 3,797
Change-633 (-17%)
Value$338.5K (-$113.8K)
Filed 2026-10-20
One Day In July LLC
UNCHANGED
Shares3,150 from 3,150
Change0 (0%)
Value$337.0K (-$38.3K)
Filed 2026-10-30
Third View Private Wealth, LLC
DECREASED
Shares3,120 from 3,345
Change-225 (-7%)
Value$333.7K (-$64.8K)
Filed 2026-10-30
HF Advisory Group, LLC
DECREASED
Shares3,014 from 3,024
Change-10 (0%)
Value$322.4K (-$37.9K)
Filed 2026-10-09
Wrenne Financial Planning LLC
DECREASED
Shares2,989 from 2,990
Change-1 (0%)
Value$319.8K (-$36.4K)
Filed 2026-10-30
Glenview Trust Co
UNCHANGED
Shares2,923 from 2,923
Change0 (0%)
Value$312.7K (-$35.5K)
Filed 2026-10-28
Independent Financial Group, LLC
INCREASED
Shares2,840 from 2,733
Change+107 (+4%)
Value$303.8K (-$21.9K)
Filed 2026-10-13
Orin Green Financial, LLC
UNCHANGED
Shares2,805 from 2,805
Change0 (0%)
Value$300.1K (-$34.1K)
Filed 2026-10-19
Verus Capital Partners, LLC
UNCHANGED
Shares2,791 from 2,791
Change0 (0%)
Value$298.6K (-$33.9K)
Filed 2026-11-03
Asset One Wealth Management LLC
INCREASED
Shares2,645 from 2,611
Change+34 (+1%)
Value$282.9K (-$20.3K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares2,610 from 2,263
Change+347 (+15%)
Value$279.2K (+$9.6K)
Filed 2026-10-16
Elevation Point Wealth Partners, LLC
DECREASED
Shares2,590 from 5,516
Change-2,926 (-53%)
Value$277.1K (-$380.1K)
Filed 2026-11-05
Creative Financial Designs Inc
DECREASED
Shares2,569 from 4,236
Change-1,667 (-39%)
Value$274.8K (-$229.8K)
Filed 2026-11-04
Tucker Asset Management LLC
INCREASED
Shares2,552 from 2,503
Change+49 (+2%)
Value$273.0K (-$25.2K)
Filed 2026-10-29
4Wealth Advisors, Inc.
INCREASED
Shares2,541 from 2,388
Change+153 (+6%)
Value$273.6K (-$8.0K)
Filed 2026-10-13
Ackerman Capital Advisors, LLC
INCREASED
Shares2,526 from 2,485
Change+41 (+2%)
Value$270.2K (-$25.9K)
Filed 2026-10-30
Axxcess Wealth Management, LLC
INCREASED
Shares2,423 from 2,023
Change+400 (+20%)
Value$259.2K (+$18.2K)
Filed 2026-10-21
XY Planning Network, Inc.
NEW
Shares2,320
Change+2,320
Value$248.2K
Filed 2026-10-14
Foundation Wealth Management, Llc\pa
UNCHANGED
Shares2,288 from 2,288
Change0 (0%)
Value$244.7K (-$27.8K)
Filed 2026-10-14
Kestra Private Wealth Services, LLC
INCREASED
Shares2,282 from 2,273
Change+9 (+0%)
Value$244.1K (-$26.8K)
Filed 2026-10-30
Mascagni Wealth Management, Inc.
DECREASED
Shares2,263 from 2,312
Change-49 (-2%)
Value$242.1K (-$33.3K)
Filed 2026-10-23
Burns Matteson Capital Management, LLC
DECREASED
Shares2,251 from 2,293
Change-42 (-2%)
Value$240.8K (-$32.4K)
Filed 2026-10-16
Courier Capital LLC
DECREASED
Shares2,237 from 2,257
Change-20 (-1%)
Value$239.3K (-$29.6K)
Filed 2026-10-19
Glass Jacobson Investment Advisors llc
INCREASED
Shares2,224 from 2,221
Change+3 (+0%)
Value$237.9K (-$26.6K)
Filed 2026-10-26
Wedmont Private Capital
UNCHANGED
Shares2,147 from 2,147
Change0 (0%)
Value$231.5K (-$18.2K)
Filed 2026-10-09
Quartz Partners, LLC
UNCHANGED
Shares2,080 from 2,080
Change0 (0%)
Value$222.5K (-$25.3K)
Filed 2026-11-03
Altura Wealth Advisors Inc.
INCREASED
Shares2,057 from 2,053
Change+4 (+0%)
Value$220.1K (-$24.5K)
Filed 2026-10-22
Heartwood Wealth Advisors LLC
UNCHANGED
Shares1,983 from 1,983
Change0 (0%)
Value$212.1K (-$24.1K)
Filed 2026-10-05
Fort Washington Investment Advisors Inc
UNCHANGED
Shares1,964 from 1,964
Change0 (0%)
Value$210.1K (-$23.9K)
Filed 2026-10-15
Sigma Planning Corp
INCREASED
Shares1,954 from 1,880
Change+74 (+4%)
Value$209.0K (-$14.9K)
Filed 2026-10-23
Keybank National Association
INCREASED
Shares1,952 from 1,685
Change+267 (+16%)
Value$208.8K (+$8.1K)
Filed 2026-11-04
Montz Harcus Wealth Management LLC
INCREASED
Shares1,927 from 1,922
Change+5 (+0%)
Value$206.1K (-$22.9K)
Filed 2026-10-09
MY Wealth Management Inc.
UNCHANGED
Shares1,924 from 1,924
Change0 (0%)
Value$205.8K (-$23.4K)
Filed 2026-10-21
Meridian Wealth Management, LLC
DECREASED
Shares1,922 from 1,925
Change-3 (0%)
Value$205.6K (-$23.7K)
Filed 2026-11-05
Journey Retirement Planning & Investment Management LLC
INCREASED
Shares1,904 from 1,697
Change+207 (+12%)
Value$203.7K (+$1.5K)
Filed 2026-10-09
Cassaday & Co Wealth Management LLC
DECREASED
Shares1,889 from 3,115
Change-1,226 (-39%)
Value$202.1K (-$169.0K)
Filed 2026-10-27
PFG Advisors
INCREASED
Shares1,885 from 1,829
Change+56 (+3%)
Value$201.6K (-$16.3K)
Filed 2026-10-16
CLG LLC
INCREASED
Shares1,878 from 1,877
Change+1 (+0%)
Value$200.9K (-$22.7K)
Filed 2026-10-13
First Horizon Corp
UNCHANGED
Shares1,822 from 1,822
Change0 (0%)
Value$194.9K (-$22.2K)
Filed 2026-10-26
Eastern Bank
INCREASED
Shares1,743 from 139
Change+1,604 (+1154%)
Value$186.4K (+$169.9K)
Filed 2026-10-05
Lanark Financial, Inc.
INCREASED
Shares1,365 from 1,042
Change+323 (+31%)
Value$146.0K (+$21.9K)
Filed 2026-10-26
Financial Consulate, Inc
DECREASED
Shares1,329 from 1,354
Change-25 (-2%)
Value$142.2K (-$19.2K)
Filed 2026-10-23
Centerpoint Advisors, LLC
UNCHANGED
Shares1,253 from 1,253
Change0 (0%)
Value$134 (-$148.9K)
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
DECREASED
Shares1,248 from 1,263
Change-15 (-1%)
Value$133.5K (-$17.0K)
Filed 2026-11-03
Root Financial Partners, LLC
NEW
Shares1,231
Change+1,231
Value$131.6K
Filed 2026-10-21
James T. Borello RIA
UNCHANGED
Shares1,074 from 1,074
Change0 (0%)
Value$114.9K (-$13.1K)
Filed 2026-10-16
Signaturefd, LLC
INCREASED
Shares1,025 from 894
Change+131 (+15%)
Value$109.6K (+$3.1K)
Filed 2026-10-23
Kroeger Financial Partners
DECREASED
Shares935 from 936
Change-1 (0%)
Value$100.0K (-$11.5K)
Filed 2026-10-19
Financial Perspectives, Inc
UNCHANGED
Shares868 from 868
Change0 (0%)
Value$92.9K (-$10.6K)
Filed 2026-11-03
Sage Mountain Advisors LLC
UNCHANGED
Shares835 from 835
Change0 (0%)
Value$89.3K (-$10.2K)
Filed 2026-11-02
Cranbrook Wealth Management, LLC
UNCHANGED
Shares763 from 763
Change0 (0%)
Value$81.6K (-$9.3K)
Filed 2026-10-28
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares728 from 728
Change0 (0%)
Value$77.9K (-$8.9K)
Filed 2026-10-23
Gen-Wealth Partners Inc
INCREASED
Shares617 from 612
Change+5 (+1%)
Value$66.0K (-$6.9K)
Filed 2026-11-04
Golden State Wealth Management, LLC
DECREASED
Shares568 from 793
Change-225 (-28%)
Value$60.8K (-$33.7K)
Filed 2026-11-02
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares482 from 482
Change0 (0%)
Value$51.6K (-$5.9K)
Filed 2026-11-04
IMG Wealth Management, Inc.
UNCHANGED
Shares462 from 462
Change0 (0%)
Value$49.4K (-$5.6K)
Filed 2026-10-27
Vima LLC
UNCHANGED
Shares420 from 420
Change0 (0%)
Value$45.0K (-$5.1K)
Filed 2026-10-23
Silver Grove Financial Group, Inc.
NEW
Shares386
Change+386
Value$41.3K
Filed 2026-11-05
Strategic Advocates LLC
DECREASED
Shares374 from 379
Change-5 (-1%)
Value$40.0K (-$5.1K)
Filed 2026-11-03
Tsfg, LLC
UNCHANGED
Shares368 from 368
Change0 (0%)
Value$39 (-$44.0K)
Filed 2026-10-23
Westside Investment Management, Inc.
DECREASED
Shares360 from 456
Change-96 (-21%)
Value$38.5K (-$15.8K)
Filed 2026-11-02
EverSource Wealth Advisors, LLC
INCREASED
Shares354 from 312
Change+42 (+13%)
Value$37.9K (+$698)
Filed 2026-11-04
Laurel Wealth Advisors LLC
NEW
Shares323
Change+323
Value$34.6K
Filed 2026-10-27
IFP Advisors, Inc
DECREASED
Shares318 from 343
Change-25 (-7%)
Value$34.0K (-$6.8K)
Filed 2026-10-16
Spire Wealth Management
INCREASED
Shares311 from 268
Change+43 (+16%)
Value$33.3K (+$1.4K)
Filed 2026-10-30
Monetary Solutions, Ltd
UNCHANGED
Shares306 from 306
Change0 (0%)
Value$32.7K (-$3.7K)
Filed 2026-10-22
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares270 from 270
Change0 (0%)
Value$29.0K (-$3.3K)
Filed 2026-10-16
United Community Bank
NEW
Shares246
Change+246
Value$26.3K
Filed 2026-10-28
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares235 from 235
Change0 (0%)
Value$25.7K (-$1.9K)
Filed 2026-11-04
Simplex Trading, LLC
INCREASED
Shares234 from 17
Change+217 (+1276%)
Value$25.0K (+$23.0K)
Filed 2026-11-04
NorthAvenue LLC
UNCHANGED
Shares233 from 233
Change0 (0%)
Value$24.9K (-$2.8K)
Filed 2026-10-29
GK Wealth Management LLC
NEW
Shares208
Change+208
Value$22.2K
Filed 2026-10-09
Center for Financial Planning, Inc.
NEW
Shares181
Change+181
Value$19.4K
Filed 2026-10-26
Adirondack Trust Co
UNCHANGED
Shares174 from 174
Change0 (0%)
Value$18.6K (-$2.1K)
Filed 2026-10-14
DecisionPoint Financial, LLC
UNCHANGED
Shares151 from 151
Change0 (0%)
Value$16.2K (-$1.6K)
Filed 2026-10-27
Latitude Advisors, LLC
NEW
Shares145
Change+145
Value$15.5K
Filed 2026-10-27
Clean Yield Group
UNCHANGED
Shares140 from 140
Change0 (0%)
Value$15.0K (-$1.7K)
Filed 2026-10-28
Provenance Wealth Advisors, LLC
NEW
Shares133
Change+133
Value$14.2K
Filed 2026-10-30
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$13.4K (-$1.5K)
Filed 2026-11-02
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares118 from 118
Change0 (0%)
Value$12.6K (-$1.4K)
Filed 2026-10-15
Elevated Capital Advisors, LLC
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$10.6K (-$1.2K)
Filed 2026-11-04
Phillips Financial Management, LLC
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$10.3K (-$1.2K)
Filed 2026-10-19
Harbor Asset Planning, Inc.
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$9.8K (-$1.1K)
Filed 2026-10-23
Ulland Investment Advisors, LLC
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$10 (-$1)
Filed 2026-10-13
Noble Wealth Management PBC
UNCHANGED
Shares87 from 87
Change0 (0%)
Value$9.3K (-$1.1K)
Filed 2026-10-01
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares82 from 82
Change0 (0%)
Value$8.8K (-$997)
Filed 2026-11-02
Quaker Wealth Management, LLC
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$8.1K (-$924)
Filed 2026-10-22
Kozak & Associates, Inc.
INCREASED
Shares66 from 65
Change+1 (+2%)
Value$7.2K (-$554)
Filed 2026-10-29
Hager Investment Management Services, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$6.4K (-$730)
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$6.2K (-$706)
Filed 2026-10-27
Tradewinds Capital Management, LLC
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$6.0K (-$681)
Filed 2026-10-23
Reap Financial Group, LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$5.9K (-$659)
Filed 2026-11-02
Trust Co of Vermont
UNCHANGED
Shares53 from 53
Change0 (0%)
Value$5.7K (-$645)
Filed 2026-10-21
Blue Trust, Inc.
DECREASED
Shares45 from 55
Change-10 (-18%)
Value$4.8K (-$1.7K)
Filed 2026-10-15
Go Invest LLC
INCREASED
Shares39 from 37
Change+2 (+5%)
Value$4.2K (-$179)
Filed 2026-10-09
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$3.4K (-$389)
Filed 2026-10-30
Fairway Wealth LLC
NEW
Shares31
Change+31
Value$3.3K
Filed 2026-10-30
Buck Wealth Strategies, LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$3.1K (-$347)
Filed 2026-10-28
Pittenger & Anderson Inc
INCREASED
Shares26 from 13
Change+13 (+100%)
Value$2.8K (+$1.2K)
Filed 2026-11-02
RMG Wealth Management LLC
DECREASED
Shares25 from 52
Change-27 (-52%)
Value$2.7K (-$3.3K)
Filed 2026-10-26
Lodestone Wealth Management LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$2.2K (-$256)
Filed 2026-10-14
Smallwood Wealth Investment Management, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$2.1K (-$243)
Filed 2026-10-30
Heritage Family Offices, LLP
NEW
Shares18
Change+18
Value$1.9K
Filed 2026-11-02
Central Pacific Bank - Trust Division
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.3K (-$146)
Filed 2026-10-06
Morling Financial Advisors, LLC
NEW
Shares11
Change+11
Value$1.2K
Filed 2026-10-28
Abound Wealth Management
NEW
Shares9
Change+9
Value$965
Filed 2026-10-26
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$963 (-$109)
Filed 2026-10-23
Investment Research & Advisory Group, Inc.
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$963 (-$109)
Filed 2026-10-19
Wolff Wiese Magana LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$963 (-$110)
Filed 2026-10-15
Valley National Advisers Inc
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$963 (-$110)
Filed 2026-10-23
Spurstone Advisory Services, LLC
UNCHANGED
Shares4 from 4
Change0 (0%)
Value$430 (-$43)
Filed 2026-11-02
Carota Wealth Management
NEW
Shares3
Change+3
Value$321
Filed 2026-11-03
Blue Capital, Inc.
CLOSED
Shares0 from 13,456
Change-13,456 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-13
TritonPoint Partners, LLC
CLOSED
Shares0 from 7,347
Change-7,347 (-100%)
Value$0 (-$875.2K)
Filed 2026-11-05
Mission Wealth Management, LP
CLOSED
Shares0 from 4,257
Change-4,257 (-100%)
Value$0 (-$507.1K)
Filed 2026-10-15
Commonwealth Financial Services, LLC
CLOSED
Shares0 from 3,960
Change-3,960 (-100%)
Value$0 (-$471.8K)
Filed 2026-10-20
World Equity Group, Inc.
CLOSED
Shares0 from 3,412
Change-3,412 (-100%)
Value$0 (-$406.5K)
Filed 2026-10-14
Integrity Alliance, Llc.
CLOSED
Shares0 from 2,054
Change-2,054 (-100%)
Value$0 (-$244.8K)
Filed 2026-10-29
Trueblood Wealth Management, LLC
CLOSED
Shares0 from 1,966
Change-1,966 (-100%)
Value$0 (-$234.2K)
Filed 2026-10-23
Blvd Private Wealth, LLC
CLOSED
Shares0 from 1,944
Change-1,944 (-100%)
Value$0 (-$231.6K)
Filed 2026-10-14
Certior Financial Group, LLC
CLOSED
Shares0 from 1,913
Change-1,913 (-100%)
Value$0 (-$227.9K)
Filed 2026-10-19
Beaumont Financial Advisors, LLC
CLOSED
Shares0 from 1,867
Change-1,867 (-100%)
Value$0 (-$222.4K)
Filed 2026-10-22
Modera Wealth Management, LLC
CLOSED
Shares0 from 1,864
Change-1,864 (-100%)
Value$0 (-$222.1K)
Filed 2026-10-28
Gerber Kawasaki Wealth & Investment Management
CLOSED
Shares0 from 1,807
Change-1,807 (-100%)
Value$0 (-$215.3K)
Filed 2026-10-29
Alliance Wealth Advisors, LLC
CLOSED
Shares0 from 1,801
Change-1,801 (-100%)
Value$0 (-$214.6K)
Filed 2026-10-28
Sovran Advisors, LLC
CLOSED
Shares0 from 1,761
Change-1,761 (-100%)
Value$0 (-$200.1K)
Filed 2026-11-02
TigerOak Management, L.L.C.
CLOSED
Shares0 from 1,755
Change-1,755 (-100%)
Value$0 (-$209.1K)
Filed 2026-10-23
Breachway Investments LLC
CLOSED
Shares0 from 1,728
Change-1,728 (-100%)
Value$0 (-$205.9K)
Filed 2026-10-19
Worth Financial Advisory Group, LLC
CLOSED
Shares0 from 1,725
Change-1,725 (-100%)
Value$0 (-$205.5K)
Filed 2026-10-19
Capital Investment Advisors, LLC
CLOSED
Shares0 from 1,706
Change-1,706 (-100%)
Value$0 (-$203.3K)
Filed 2026-10-22
Islay Capital Management, LLC
CLOSED
Shares0 from 1,700
Change-1,700 (-100%)
Value$0 (-$202.5K)
Filed 2026-10-20
JFS Wealth Advisors, LLC
CLOSED
Shares0 from 468
Change-468 (-100%)
Value$0 (-$55.8K)
Filed 2026-11-03
NBT Bank, N.A.
CLOSED
Shares0 from 456
Change-456 (-100%)
Value$0 (-$54.3K)
Filed 2026-10-21
International Assets Investment Management, LLC
CLOSED
Shares0 from 422
Change-422 (-100%)
Value$0 (-$49.9K)
Filed 2026-11-02
Robinswood Financial LLC
CLOSED
Shares0 from 415
Change-415 (-100%)
Value$0 (-$49.5K)
Filed 2026-10-20
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 303
Change-303 (-100%)
Value$0 (-$36.1K)
Filed 2026-10-29
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$35.7K)
Filed 2026-10-14
Stone House Investment Management, LLC
CLOSED
Shares0 from 272
Change-272 (-100%)
Value$0 (-$32.4K)
Filed 2026-10-23
Founders Capital Management
CLOSED
Shares0 from 258
Change-258 (-100%)
Value$0 (-$30.7K)
Filed 2026-10-13
First Community Trust NA
CLOSED
Shares0 from 128
Change-128 (-100%)
Value$0 (-$15.2K)
Filed 2026-10-07
Realta Investment Advisors
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$11.9K)
Filed 2026-10-14
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$3.6K)
Filed 2026-10-26
Cedar Mountain Advisors, LLC
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$953)
Filed 2026-10-15
Avion Wealth
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-04
LPL Financial LLC
N/A
Shares— from 8,857,722
Change-8,857,722 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 1,062,120
Change-1,062,120 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 939,694
Change-939,694 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 882,645
Change-882,645 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 804,140
Change-804,140 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 732,397
Change-732,397 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 626,233
Change-626,233 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 518,242
Change-518,242 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 403,762
Change-403,762 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 380,346
Change-380,346 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 317,677
Change-317,677 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 300,728
Change-300,728 (-100%)
Value—
Pacific Life Fund Advisors LLC
N/A
Shares— from 286,594
Change-286,594 (-100%)
Value—
UBS Group AG
N/A
Shares— from 281,801
Change-281,801 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 273,222
Change-273,222 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 256,942
Change-256,942 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 232,974
Change-232,974 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 216,097
Change-216,097 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 179,671
Change-179,671 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 164,196
Change-164,196 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 151,367
Change-151,367 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 125,342
Change-125,342 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 115,518
Change-115,518 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 111,228
Change-111,228 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 109,766
Change-109,766 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 109,263
Change-109,263 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 88,793
Change-88,793 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 85,532
Change-85,532 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 85,007
Change-85,007 (-100%)
Value—
Financial Strategies Group, Inc.
N/A
Shares— from 83,841
Change-83,841 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 79,642
Change-79,642 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 77,246
Change-77,246 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 76,893
Change-76,893 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 74,006
Change-74,006 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 72,747
Change-72,747 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 72,105
Change-72,105 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 69,785
Change-69,785 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 60,148
Change-60,148 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 59,885
Change-59,885 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 59,507
Change-59,507 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 58,309
Change-58,309 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 58,013
Change-58,013 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 51,100
Change-51,100 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 50,899
Change-50,899 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 50,818
Change-50,818 (-100%)
Value—
Financial Concepts Unlimited, Inc.
N/A
Shares— from 49,817
Change-49,817 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 49,303
Change-49,303 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 48,626
Change-48,626 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 48,384
Change-48,384 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 47,644
Change-47,644 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 47,404
Change-47,404 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 46,919
Change-46,919 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 45,049
Change-45,049 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 44,715
Change-44,715 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 42,739
Change-42,739 (-100%)
Value—
Stillwater Capital Advisors, LLC
N/A
Shares— from 41,737
Change-41,737 (-100%)
Value—
Compton Financial Group, LLC
N/A
Shares— from 41,246
Change-41,246 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 39,540
Change-39,540 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 39,462
Change-39,462 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 38,164
Change-38,164 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 35,646
Change-35,646 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 35,035
Change-35,035 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 33,455
Change-33,455 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 31,628
Change-31,628 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 30,936
Change-30,936 (-100%)
Value—
&partners
N/A
Shares— from 30,829
Change-30,829 (-100%)
Value—
Univest Financial Corp
N/A
Shares— from 30,443
Change-30,443 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 30,213
Change-30,213 (-100%)
Value—
CarsonAllaria Wealth Management, Ltd.
N/A
Shares— from 29,898
Change-29,898 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 29,753
Change-29,753 (-100%)
Value—
Collier Financial
N/A
Shares— from 29,352
Change-29,352 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 27,650
Change-27,650 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 27,009
Change-27,009 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 26,606
Change-26,606 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 25,568
Change-25,568 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 24,928
Change-24,928 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 23,885
Change-23,885 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 23,858
Change-23,858 (-100%)
Value—
FMR LLC
N/A
Shares— from 23,430
Change-23,430 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 23,424
Change-23,424 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 23,168
Change-23,168 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 21,573
Change-21,573 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 20,144
Change-20,144 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 19,997
Change-19,997 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 19,331
Change-19,331 (-100%)
Value—
Palisades Hudson Asset Management, L.P.
N/A
Shares— from 19,215
Change-19,215 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 18,971
Change-18,971 (-100%)
Value—
Partners in Financial Planning
N/A
Shares— from 18,158
Change-18,158 (-100%)
Value—
TAGStone Capital, Inc.
N/A
Shares— from 18,119
Change-18,119 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 17,315
Change-17,315 (-100%)
Value—
Financial Advisors Network, Inc.
N/A
Shares— from 16,987
Change-16,987 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 16,388
Change-16,388 (-100%)
Value—
Tobias Financial Advisors, Inc.
N/A
Shares— from 15,860
Change-15,860 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 15,651
Change-15,651 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 15,131
Change-15,131 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 13,829
Change-13,829 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 13,298
Change-13,298 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 13,278
Change-13,278 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 13,209
Change-13,209 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 13,108
Change-13,108 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 13,003
Change-13,003 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 12,639
Change-12,639 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 12,486
Change-12,486 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 12,074
Change-12,074 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 11,722
Change-11,722 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 11,573
Change-11,573 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 11,017
Change-11,017 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 10,810
Change-10,810 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 10,415
Change-10,415 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 10,236
Change-10,236 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 9,860
Change-9,860 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 9,747
Change-9,747 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 9,745
Change-9,745 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 9,171
Change-9,171 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 8,964
Change-8,964 (-100%)
Value—
Vestwell Advisors, LLC
N/A
Shares— from 8,878
Change-8,878 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 8,814
Change-8,814 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 8,741
Change-8,741 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 8,635
Change-8,635 (-100%)
Value—
Topel & Distasi Wealth Management, LLC
N/A
Shares— from 8,603
Change-8,603 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 8,561
Change-8,561 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 8,486
Change-8,486 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 8,086
Change-8,086 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 7,974
Change-7,974 (-100%)
Value—
Winthrop Capital Management, LLC
N/A
Shares— from 7,933
Change-7,933 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 7,842
Change-7,842 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 7,758
Change-7,758 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 7,625
Change-7,625 (-100%)
Value—
Blair William & Co
N/A
Shares— from 7,393
Change-7,393 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 7,267
Change-7,267 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 7,187
Change-7,187 (-100%)
Value—
Central Trust Co
N/A
Shares— from 7,084
Change-7,084 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 6,472
Change-6,472 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 6,370
Change-6,370 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 6,319
Change-6,319 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 6,206
Change-6,206 (-100%)
Value—
Connors Investor Services Inc
N/A
Shares— from 6,070
Change-6,070 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 5,747
Change-5,747 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 5,676
Change-5,676 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 5,668
Change-5,668 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 5,457
Change-5,457 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 5,383
Change-5,383 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 5,377
Change-5,377 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 5,330
Change-5,330 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 5,321
Change-5,321 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 5,278
Change-5,278 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 5,225
Change-5,225 (-100%)
Value—
Advisor Resource Council
N/A
Shares— from 5,207
Change-5,207 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 5,194
Change-5,194 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 5,058
Change-5,058 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 5,020
Change-5,020 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 4,853
Change-4,853 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 4,764
Change-4,764 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 4,745
Change-4,745 (-100%)
Value—
Sandy Cove Advisors, LLC
N/A
Shares— from 4,736
Change-4,736 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 4,681
Change-4,681 (-100%)
Value—
Rosenblum Silverman Sutton S F Inc
N/A
Shares— from 4,267
Change-4,267 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 4,230
Change-4,230 (-100%)
Value—
Wiregrass Investment Management LLC
N/A
Shares— from 4,137
Change-4,137 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 3,926
Change-3,926 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 3,895
Change-3,895 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 3,873
Change-3,873 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 3,823
Change-3,823 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 3,762
Change-3,762 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 3,735
Change-3,735 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 3,718
Change-3,718 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 3,701
Change-3,701 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 3,628
Change-3,628 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 3,607
Change-3,607 (-100%)
Value—
Lowery Thomas, LLC
N/A
Shares— from 3,596
Change-3,596 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 3,514
Change-3,514 (-100%)
Value—
Legacy Trust
N/A
Shares— from 3,450
Change-3,450 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 3,388
Change-3,388 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 3,383
Change-3,383 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 3,359
Change-3,359 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 3,314
Change-3,314 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 3,291
Change-3,291 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 3,248
Change-3,248 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 3,090
Change-3,090 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 2,966
Change-2,966 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 2,961
Change-2,961 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 2,750
Change-2,750 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 2,657
Change-2,657 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,551
Change-2,551 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 2,540
Change-2,540 (-100%)
Value—
Urban Financial Advisory Corp
N/A
Shares— from 2,509
Change-2,509 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 2,413
Change-2,413 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 2,382
Change-2,382 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 2,231
Change-2,231 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 2,222
Change-2,222 (-100%)
Value—
Ritholtz Wealth Management
N/A
Shares— from 2,212
Change-2,212 (-100%)
Value—
Share Andrew L.
N/A
Shares— from 2,180
Change-2,180 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 2,175
Change-2,175 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 2,113
Change-2,113 (-100%)
Value—
Capstone Wealth Management Group, LLC
N/A
Shares— from 2,090
Change-2,090 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 2,046
Change-2,046 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 2,013
Change-2,013 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 1,987
Change-1,987 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 1,896
Change-1,896 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 1,868
Change-1,868 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 1,840
Change-1,840 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 1,816
Change-1,816 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 1,799
Change-1,799 (-100%)
Value—
Navalign, LLC
N/A
Shares— from 1,787
Change-1,787 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 1,782
Change-1,782 (-100%)
Value—
First Command Advisory Services, Inc.
N/A
Shares— from 1,780
Change-1,780 (-100%)
Value—
Broadview Financial Management, LLC
N/A
Shares— from 1,774
Change-1,774 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 1,746
Change-1,746 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,744
Change-1,744 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 1,720
Change-1,720 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 1,640
Change-1,640 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 1,565
Change-1,565 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 1,550
Change-1,550 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 1,436
Change-1,436 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,393
Change-1,393 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 1,323
Change-1,323 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 1,311
Change-1,311 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,180
Change-1,180 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 1,072
Change-1,072 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,016
Change-1,016 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 960
Change-960 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 905
Change-905 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 720
Change-720 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 717
Change-717 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 696
Change-696 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 660
Change-660 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 553
Change-553 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 450
Change-450 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 449
Change-449 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 440
Change-440 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 419
Change-419 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 389
Change-389 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 384
Change-384 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 330
Change-330 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 316
Change-316 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 313
Change-313 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 296
Change-296 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 263
Change-263 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 237
Change-237 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 220
Change-220 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 220
Change-220 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 208
Change-208 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 186
Change-186 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 182
Change-182 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 132
Change-132 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 113
Change-113 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 103
Change-103 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 93
Change-93 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 81
Change-81 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 42
Change-42 (-100%)
Value—
Valued Wealth Advisors LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 24
Change-24 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Everhart Financial Group, Inc.
INCREASED567,965538,759+29,206+5%$64.2M$60.8M-$3.4M2026-10-08
Diversified Enterprises, LLC
INCREASED567,280554,547+12,733+2%$66.1M$60.7M-$5.4M2026-10-19
Rodgers & Associates, LTD
DECREASED397,087403,692-6,605-2%$48.1M$42.5M-$5.6M2026-10-20
Avantax Planning Partners, Inc.
INCREASED359,118352,536+6,582+2%$42.0M$38.4M-$3.6M2026-11-03
Krilogy Financial LLC
DECREASED343,061352,106-9,045-3%$41.9M$37.2M-$4.8M2026-10-13
GHP Investment Advisors, Inc.
INCREASED254,922254,137+785+0%$30.3M$27.3M-$3.0M2026-10-15
Aire Advisors, LLC
INCREASED235,690230,151+5,539+2%$27.4M$25.2M-$2.2M2026-10-22
OpenArc Corporate Advisory, LLC
INCREASED206,755205,387+1,368+1%$24.5M$22.1M-$2.4M2026-10-21
Klingman & Associates, LLC
DECREASED202,931203,898-9670%$24.3M$21.7M-$2.6M2026-10-20
First National Trust Co
DECREASED202,173206,257-4,084-2%$24.6M$21.6M-$2.9M2026-10-28
Convergence Financial, LLC
DECREASED185,229365,342-180,113-49%$43.5M$19.8M-$23.7M2026-10-27
Victory Financial Group, LLC
INCREASED172,871164,987+7,884+5%$19.7M$18.5M-$1.2M2026-10-27
Commonwealth Equity Services, LLC
DECREASED151,528168,328-16,800-10%$20.1M$16.2M-$3.8M2026-11-02
Optimist Retirement Group LLC
DECREASED129,821131,839-2,018-2%$15.7M$13.9M-$1.8M2026-10-30
Marietta Wealth Management, LLC
DECREASED117,999120,589-2,590-2%$14.4M$12.5M-$1.8M2026-10-22
Moneco Advisors, LLC
INCREASED110,162104,727+5,435+5%$12.5M$11.8M-$692.2K2026-11-05
Shakespeare Wealth Management, LLC
DECREASED104,659119,563-14,904-12%$14.2M$11.2M-$3.0M2026-10-28
Rainey & Randall Wealth Advisors Inc.
DECREASED101,422102,047-625-1%$12.2M$10.8M-$1.3M2026-10-26
Csenge Advisory Group
INCREASED101,382101,204+178+0%$12.1M$10.8M-$1.2M2026-11-04
Mather Group, Llc.
INCREASED100,60598,823+1,782+2%$11.8M$10.8M-$1.0M2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED99,49876,168+23,330+31%$8.9M$10.7M+$1.9M2026-10-13
BIP Wealth, LLC
DECREASED93,67495,010-1,336-1%$11.3M$10.0M-$1.3M2026-10-22
Cerro Pacific Wealth Advisors LLC
INCREASED81,33078,256+3,074+4%$9.3M$8.7M-$622.8K2026-10-22
HRC Wealth Management, LLC
INCREASED80,06578,831+1,234+2%$9.4M$8.6M-$826.6K2026-10-16
Key FInancial Inc
DECREASED77,83580,325-2,490-3%$9.6M$8.3M-$1.2M2026-11-02
Leslie Global Wealth, LLC
INCREASED76,99474,342+2,652+4%$8.9M$8.2M-$620.3K2026-10-26
Farther Finance Advisors, LLC
INCREASED75,65430,451+45,203+148%$3.6M$8.1M+$4.5M2026-10-08
KWB Wealth
DECREASED72,93875,460-2,522-3%$9.0M$7.8M-$1.2M2026-10-16
Leicht Financial Planning & Wealth Management, Inc.
DECREASED72,82375,788-2,965-4%$9.0M$7.8M-$1.2M2026-11-03
Wealthcare Advisory Partners LLC
INCREASED70,70470,377+327+0%$8.4M$7.6M-$820.8K2026-10-21
Fragasso Financial Advisors Inc
DECREASED66,96967,025-560%$8.0M$7.3M-$713.8K2026-10-13
New England Capital Financial Advisors LLC
INCREASED66,73166,065+666+1%$7.9M$7.1M-$732.2K2026-11-03
Grey Fox Wealth Advisors, LLC
DECREASED66,563179,787-113,224-63%$21.4M$7.1M-$14.3M2026-11-03
Eagle Strategies LLC
INCREASED65,7386,085+59,653+980%$724.9K$7.0M+$6.3M2026-10-16
Farmers & Merchants Trust Co of Chambersburg PA
NEW64,536—+64,536——$6.9K—2026-10-14
Cambridge Investment Research Advisors, Inc.
INCREASED63,69058,728+4,962+8%$7.0M$6.8K-$7.0M2026-11-02
Junk Investment Group, LLC
INCREASED60,40855,293+5,115+9%$6.6M$6.5M-$125.2K2026-10-19
Roberts Financial Services LLC
DECREASED59,63460,445-811-1%$7.2M$6.4M-$821.8K2026-10-23
Creative Planning
INCREASED59,53358,994+539+1%$7.0M$6.4M-$659.7K2026-11-02
Nvest Wealth Strategies, Inc.
DECREASED58,44270,704-12,262-17%$8.4M$6.3M-$2.2M2026-10-14
Truist Financial Corp
DECREASED57,90959,426-1,517-3%$7.1M$6.2M-$884.9K2026-10-30
Midwest Financial Group LLC
INCREASED56,40753,306+3,101+6%$6.4M$6.0M-$316.5K2026-10-15
Barrett & Company, Inc.
INCREASED54,61553,858+757+1%$6.4M$5.8M-$574.0K2026-10-22
Financial Security Advisor, Inc.
DECREASED52,67156,967-4,296-8%$6.8M$5.6M-$1.2M2026-11-03
Oppenheimer & Co Inc
INCREASED50,49749,741+756+2%$5.9M$5.4M-$524.0K2026-10-26
TME Financial, Inc.
INCREASED50,25948,447+1,812+4%$5.8M$5.4M-$395.3K2026-10-14
Marathon Mission, Inc.
INCREASED49,25748,442+815+2%$5.8M$5.3M-$501.9K2026-10-01
ERn Financial, LLC
DECREASED48,19448,685-491-1%$5.8M$5.2M-$644.4K2026-10-28
Gibbs Wealth Management
INCREASED47,86644,579+3,287+7%$5.3M$5.1M-$190.5K2026-10-22
J.W. Cole Advisors, Inc.
DECREASED46,82348,753-1,930-4%$5.8M$5.0M-$799.3K2026-11-05
Livet Wealth, LLC
INCREASED46,64845,748+900+2%$5.5M$5.0M-$460.0K2026-10-27
Assetmark, Inc
DECREASED46,48553,910-7,425-14%$6.4M$5.0M-$1.4M2026-10-21
Probity Advisors, Inc.
INCREASED45,72044,748+972+2%$5.3M$4.9M-$440.2K2026-10-23
Roan Capital Partners
INCREASED45,01342,817+2,196+5%$5.1M$4.8M-$285.8K2026-10-09
Signature Estate & Investment Advisors LLC
DECREASED45,00945,422-413-1%$5.4M$4.8M-$596.6K2026-10-13
Chicago Partners Investment Group LLC
INCREASED44,84741,878+2,969+7%$4.8M$4.8M+$26.8K2026-10-27
Kingswood Wealth Advisors, LLC
DECREASED44,82845,091-263-1%$5.4M$4.8M-$576.5K2026-10-23
Clarus Wealth Advisors
INCREASED43,82623,981+19,845+83%$2.8M$4.8M+$2.0M2026-10-13
Stevens Capital Partners
INCREASED37,56130,994+6,567+21%$3.7M$4.0M+$325.6K2026-10-29
Carolina Wealth Management Inc
DECREASED37,45839,530-2,072-5%$4.7M$4.0M-$702.3K2026-10-29
MCF Advisors LLC
INCREASED36,68436,634+50+0%$4.4M$3.9M-$440.1K2026-10-28
Sage Financial Group Inc
INCREASED35,63632,224+3,412+11%$3.8M$3.8M-$26.9K2026-10-27
True Blue Financial, LLC
INCREASED35,02925,282+9,747+39%$3.0M$3.7M+$735.2K2026-10-15
Portside Wealth Group, LLC
INCREASED34,87829,812+5,066+17%$3.6M$3.7M+$179.4K2026-10-20
Trilogy Capital Inc.
INCREASED31,76728,736+3,031+11%$3.4M$3.4M-$25.3K2026-10-20
Summit Wealth Group LLC / Co
DECREASED31,42431,962-538-2%$3.8M$3.4M-$446.1K2026-10-29
D.A. Davidson & Co.
DECREASED29,52334,642-5,119-15%$4.1M$3.2M-$968.9K2026-10-28
Parkside Financial Bank & Trust
INCREASED28,54523,490+5,055+22%$2.8M$3.1M+$255.1K2026-10-27
Whitegate Investment Counselors, Inc.
INCREASED27,90327,733+170+1%$3.3M$3.0M-$319.1K2026-11-02
GEN Financial Management, Inc.
DECREASED25,67726,017-340-1%$3.1M$2.7M-$352.7K2026-10-13
Forbes Financial Planning, Inc.
DECREASED25,25425,977-723-3%$3.1M$2.7M-$393.3K2026-10-23
Larson Financial Group LLC
DECREASED24,74525,280-535-2%$3.0M$2.6M-$364.6K2026-11-05
Schear Investment Advisers, LLC
NEW24,223—+24,223——$2.6M—2026-10-14
Tempo Wealth, LLC
DECREASED24,22325,176-953-4%$3.0M$2.6M-$408.0K2026-10-14
Dynamic Financial Group
INCREASED23,66222,526+1,136+5%$2.7M$2.5M-$152.4K2026-10-28
Brookstone Capital Management
DECREASED23,49223,614-122-1%$2.8M$2.5M-$300.2K2026-10-22
Capital Square, LLC
DECREASED22,53424,077-1,543-6%$2.8M$2.4M-$389.9K2026-10-19
American Financial & TAX Strategies Inc
DECREASED22,41622,423-70%$2.7M$2.4M-$273.4K2026-10-16
Focus Financial Network, Inc.
DECREASED22,26523,013-748-3%$2.7M$2.4M-$359.8K2026-10-14
Friday Financial
INCREASED22,02115,533+6,488+42%$1.8M$2.4M+$553.9K2026-10-09
Inman Jager Wealth Management, LLC
DECREASED21,87822,201-323-1%$2.6M$2.3M-$304.5K2026-11-05
Waller Financial Planning Group, Inc
DECREASED21,55921,626-670%$2.6M$2.3M-$270.1K2026-10-07
Councilor Wealth, LLC
DECREASED20,72923,085-2,356-10%$2.8M$2.2M-$532.7K2026-10-09
Ignite Planners, LLC
DECREASED20,72821,745-1,017-5%$2.6M$2.2M-$353.1K2026-10-14
Droms Strauss Advisors Inc
DECREASED20,40820,522-114-1%$2.4M$2.2M-$261.8K2026-11-03
Flagship Harbor Advisors, LLC
DECREASED20,36432,118-11,754-37%$3.8M$2.2M-$1.6M2026-10-26
Advisor OS, LLC
DECREASED19,09019,308-218-1%$2.3M$2.0M-$258.1K2026-11-03
Brady Martz Wealth Solutions, LLC
DECREASED18,94018,975-350%$2.3M$2.0M-$234.5K2026-11-05
McAdam, LLC
DECREASED18,92019,152-232-1%$2.3M$2.0M-$257.7K2026-10-21
Fell Capital Management
DECREASED18,37318,674-301-2%$2.2M$2.0M-$259.3K2026-10-09
Triangle Securities Wealth Management
DECREASED17,76418,038-274-2%$2.1M$1.9M-$248.6K2026-10-14
Thrivent Financial for Lutherans
INCREASED17,63911,732+5,907+50%$1.4M$1.9K-$1.4M2026-11-05
Laurel OAK Wealth Management, LLC
INCREASED16,94915,987+962+6%$1.9M$1.8M-$91.6K2026-10-19
Perigon Wealth Management, LLC
INCREASED16,80916,750+59+0%$2.0M$1.8M-$197.4K2026-10-22
Solutions 4 Wealth, Ltd
INCREASED16,27113,125+3,146+24%$1.6M$1.7M+$176.9K2026-11-03
Kestra Advisory Services, LLC
INCREASED16,25712,399+3,858+31%$1.5M$1.7M+$261.9K2026-11-02
Twelve Points Wealth Management LLC
DECREASED16,10316,144-410%$1.9M$1.8M-$155.8K2026-11-03
RFG Advisory, LLC
INCREASED15,6808,100+7,580+94%$965.0K$1.7M+$712.3K2026-11-03
Courage Miller Partners, LLC
DECREASED15,64315,701-580%$1.9M$1.7M-$197.1K2026-10-21
Capital Squared Financial LLC
INCREASED13,93513,506+429+3%$1.6M$1.5M-$118.3K2026-10-30
Founders Financial Securities LLC
INCREASED13,83013,325+505+4%$1.6M$1.5M-$107.9K2026-10-28
Prime Capital Investment Advisors, LLC
INCREASED13,34112,300+1,041+8%$1.5M$1.4M-$38.2K2026-10-20
LTG Capital LLC
DECREASED13,31113,434-123-1%$1.6M$1.4M-$176.5K2026-11-04
Investors Research Corp
DECREASED13,22413,234-100%$1.6M$1.4M-$162.0K2026-10-07
Motive Wealth Advisors
INCREASED13,02212,774+248+2%$1.5M$1.4M-$128.8K2026-10-26
Willner & Heller, LLC
DECREASED12,68013,173-493-4%$1.6M$1.4M-$212.9K2026-10-28
Occidental Asset Management, LLC
INCREASED11,99911,810+189+2%$1.4M$1.3M-$123.4K2026-11-05
Visionary Wealth Advisors
DECREASED11,47011,768-298-3%$1.4M$1.2M-$174.9K2026-11-04
Clear Retirement Advice LLC
DECREASED11,46011,909-449-4%$1.4M$1.2M-$192.9K2026-10-22
Bill Few Associates, Inc.
INCREASED11,43411,426+8+0%$1.4M$1.2M-$138.1K2026-10-09
Confluence Wealth Services, Inc.
DECREASED11,24911,335-86-1%$1.4M$1.2M-$147.0K2026-11-05
YHB Investment Advisors, Inc.
DECREASED10,91610,936-200%$1.3M$1.2M-$135.1K2026-10-08
Private Trust Co NA
INCREASED10,82810,738+90+1%$1.3M$1.2M-$120.9K2026-10-20
Jnba Financial Advisors
DECREASED10,42512,175-1,750-14%$1.5M$1.1M-$335.2K2026-11-03
Diligent Investors, LLC
DECREASED10,03510,272-237-2%$1.2M$1.1M-$150.3K2026-10-21
Keeler & Nadler Financial Planning & Wealth Management
DECREASED9,74710,041-294-3%$1.2M$1.0M-$153.5K2026-10-28
MidAtlantic Capital Management, Inc.
UNCHANGED9,2399,23900%$1.1M$988.2K-$112.3K2026-11-05
Salomon & Ludwin, LLC
DECREASED9,0569,398-342-4%$1.1M$968.7K-$111.5K2026-10-29
Apollon Wealth Management, LLC
INCREASED8,5574,216+4,341+103%$502.3K$915.4K+$413.1K2026-10-23
Connecticut Wealth Management, LLC
DECREASED8,5238,676-153-2%$1.0M$911.7K-$121.9K2026-10-13
Keystone Wealth Services, LLC
DECREASED8,5188,629-111-1%$1.0M$917.1K-$110.9K2026-11-03
CWA Asset Management Group, LLC
DECREASED8,3778,417-400%$1.0M$896.1K-$106.6K2026-10-19
Midwest Trust Co
DECREASED8,2108,682-472-5%$1.0M$878.2K-$156.1K2026-10-22
Citigroup Inc
INCREASED7,9667,960+6+0%$948.3K$852.1K-$96.2K2026-11-04
Tritonpoint Wealth, LLC
UNCHANGED7,3477,34700%$875.2K$785.9K-$89.3K2026-10-19
Burney Co/
INCREASED7,3167,173+143+2%$854.5K$782.6K-$71.9K2026-10-15
Clear Creek Financial Management, LLC
INCREASED7,0416,922+119+2%$824.6K$753.2K-$71.4K2026-10-28
Intrua Financial, LLC
INCREASED6,9146,692+222+3%$797.3K$739.6K-$57.7K2026-10-28
LexAurum Advisors, LLC
INCREASED6,8786,876+2+0%$819.2K$735.8K-$83.4K2026-10-19
US Bancorp \de\
INCREASED6,8536,096+757+12%$726.2K$733.1K+$6.9K2026-11-05
Equity Wealth Partners, LLC
DECREASED6,8177,222-405-6%$860.3K$729.3K-$131.1K2026-10-26
Diversified Investment Strategies, LLC
UNCHANGED6,7476,74700%$803.8K$721.7K-$82.0K2026-10-28
Financial Network Wealth Advisors LLC
INCREASED6,5955,991+604+10%$713.8K$705.5K-$8.2K2026-10-28
AlphaCore Capital LLC
DECREASED6,2596,500-241-4%$774.4K$669.5K-$104.9K2026-11-04
Foster Victor Wealth Advisors, LLC
UNCHANGED6,1336,13300%$709.0K$653.0K-$56.0K2026-10-21
Vise Technologies, Inc.
DECREASED6,1316,453-322-5%$768.8K$655.9K-$112.9K2026-10-29
Rossby Financial, LCC
INCREASED6,0194,959+1,060+21%$590.8K$643.9K+$53.1K2026-11-05
Atlas Brown,Inc.
DECREASED5,9485,975-270%$711.7K$636.3K-$75.4K2026-10-09
Juncture Wealth Strategies, LLC
INCREASED5,8305,437+393+7%$647.7K$623.6K-$24.1K2026-10-06
Inspirion Wealth Advisors, LLC
DECREASED5,8226,024-202-3%$712.0K$622.8K-$89.3K2026-10-09
Walled Lake Planning & Wealth Management, LLC
INCREASED5,7855,409+376+7%$644.3K$618.8K-$25.5K2026-10-29
Asset Dedication, LLC
DECREASED5,7486,811-1,063-16%$811.4K$614.9K-$196.5K2026-11-03
Towerpoint Wealth, LLC
INCREASED5,4915,480+11+0%$652.8K$587.4K-$65.5K2026-10-13
First City Capital Management, Inc.
DECREASED5,4855,493-80%$654.4K$586.7K-$67.7K2026-10-27
Navigate Wealth Management, LLC
UNCHANGED5,4585,45800%$629.2K$592.6K-$36.6K2026-10-14
Fairscale Capital, LLC
INCREASED5,3725,349+23+0%$637.2K$589.6K-$47.6K2026-11-04
Idaho Trust Co
DECREASED5,1606,693-1,533-23%$797.3K$551.9K-$245.4K2026-11-04
Flagship Private Wealth, LLC
INCREASED5,1305,043+87+2%$600.7K$548.8K-$51.9K2026-11-05
Orrstown Financial Services Inc
UNCHANGED5,0855,08500%$605.8K$543.9K-$61.8K2026-10-14
Grant Private Wealth Management Inc
UNCHANGED4,7404,74000%$564.7K$507.0K-$57.6K2026-10-19
Patriot Financial Group Insurance Agency, LLC
INCREASED4,6364,634+2+0%$552.1K$495.9K-$56.2K2026-10-14
Norden Group LLC
DECREASED4,6195,162-543-11%$614.9K$494.1K-$120.8K2026-10-20
CoreCap Advisors, LLC
INCREASED4,5433,426+1,117+33%$408.1K$486.0K+$77.9K2026-10-08
Capital Investment Advisory Services, LLC
DECREASED4,5284,983-455-9%$593.7K$484.3K-$109.3K2026-10-30
Comprehensive Financial Consultants Institutional, Inc.
UNCHANGED4,5274,52700%$539.3K$484.3K-$55.0K2026-10-15
Fingerlakes Wealth Management, Inc.
INCREASED4,4734,424+49+1%$527.1K$478.4K-$48.6K2026-11-04
Avestar Capital, LLC
INCREASED4,4364,432+4+0%$528.0K$474.5K-$53.5K2026-10-28
AdvisorNet Financial, Inc
INCREASED4,3294,260+69+2%$507.5K$460.3K-$47.2K2026-10-15
Barden Capital Management, Inc.
DECREASED4,30823,686-19,378-82%$2.8M$460.8K-$2.4M2026-10-09
Allegiance Financial Group Advisory Services LLC
INCREASED4,2384,229+9+0%$503.8K$453.4K-$50.4K2026-11-02
Avior Wealth Management, LLC
DECREASED4,1614,667-506-11%$556.0K$445.1K-$110.9K2026-10-13
Stonebridge Wealth Management, LLC
DECREASED4,0314,327-296-7%$515.5K$431.2K-$84.3K2026-10-09
Diversify Wealth Management, LLC
DECREASED4,0114,248-237-6%$489.1K$431.2K-$57.9K2026-10-20
Diversify Advisory Services, LLC
DECREASED4,0114,248-237-6%$489.1K$431.2K-$57.9K2026-10-20
Total Clarity Wealth Management, Inc.
INCREASED4,0103,885+125+3%$462.8K$429.0K-$33.9K2026-10-26
Delta Capital Management LLC
UNCHANGED4,0004,00000%$477$428-$492026-10-16
First Heartland Consultants, Inc.
DECREASED3,9203,930-100%$468.2K$419.4K-$48.8K2026-10-08
HB Wealth Management, LLC
UNCHANGED3,9193,91900%$466.9K$419.2K-$47.7K2026-10-23
WealthPlan Investment Management, LLC
INCREASED3,9123,851+61+2%$458.8K$418.5K-$40.3K2026-10-15
Koshinski Asset Management, Inc.
INCREASED3,7533,707+46+1%$441.6K$401.5K-$40.1K2026-10-29
Crescent Sterling, Ltd.
DECREASED3,6073,677-70-2%$438.0K$385.8K-$52.2K2026-10-16
Balefire, LLC
DECREASED3,5423,669-127-3%$437.1K$378.9K-$58.2K2026-10-09
Integrated Advisors Network LLC
DECREASED3,4493,842-393-10%$457.7K$369.0K-$88.7K2026-10-20
Meridian Financial Advisors, LLC
UNCHANGED3,3863,38600%$403.4K$362.2K-$41.2K2026-10-14
Wealth Advisors Northwest LLC
INCREASED3,3783,377+1+0%$402.3K$361.3K-$40.9K2026-10-29
Destiny Capital Corp
DECREASED3,3233,324-10%$396.0K$355.5K-$40.5K2026-11-03
Valley Forge Investment Consultants Inc ADV
INCREASED3,3053,300+5+0%$393.1K$353.5K-$39.6K2026-11-03
Waldron Private Wealth LLC
UNCHANGED3,2503,25000%$387.2K$347.7K-$39.5K2026-11-02
Sensible Money, LLC
DECREASED3,1643,797-633-17%$452.3K$338.5K-$113.8K2026-10-20
One Day In July LLC
UNCHANGED3,1503,15000%$375.3K$337.0K-$38.3K2026-10-30
Third View Private Wealth, LLC
DECREASED3,1203,345-225-7%$398.5K$333.7K-$64.8K2026-10-30
HF Advisory Group, LLC
DECREASED3,0143,024-100%$360.3K$322.4K-$37.9K2026-10-09
Wrenne Financial Planning LLC
DECREASED2,9892,990-10%$356.1K$319.8K-$36.4K2026-10-30
Glenview Trust Co
UNCHANGED2,9232,92300%$348.2K$312.7K-$35.5K2026-10-28
Independent Financial Group, LLC
INCREASED2,8402,733+107+4%$325.6K$303.8K-$21.9K2026-10-13
Orin Green Financial, LLC
UNCHANGED2,8052,80500%$334.2K$300.1K-$34.1K2026-10-19
Verus Capital Partners, LLC
UNCHANGED2,7912,79100%$332.5K$298.6K-$33.9K2026-11-03
Asset One Wealth Management LLC
INCREASED2,6452,611+34+1%$303.2K$282.9K-$20.3K2026-11-02
Concurrent Investment Advisors, LLC
INCREASED2,6102,263+347+15%$269.5K$279.2K+$9.6K2026-10-16
Elevation Point Wealth Partners, LLC
DECREASED2,5905,516-2,926-53%$657.1K$277.1K-$380.1K2026-11-05
Creative Financial Designs Inc
DECREASED2,5694,236-1,667-39%$504.6K$274.8K-$229.8K2026-11-04
Tucker Asset Management LLC
INCREASED2,5522,503+49+2%$298.2K$273.0K-$25.2K2026-10-29
4Wealth Advisors, Inc.
INCREASED2,5412,388+153+6%$281.6K$273.6K-$8.0K2026-10-13
Ackerman Capital Advisors, LLC
INCREASED2,5262,485+41+2%$296.1K$270.2K-$25.9K2026-10-30
Axxcess Wealth Management, LLC
INCREASED2,4232,023+400+20%$241.0K$259.2K+$18.2K2026-10-21
XY Planning Network, Inc.
NEW2,320—+2,320——$248.2K—2026-10-14
Foundation Wealth Management, Llc\pa
UNCHANGED2,2882,28800%$272.6K$244.7K-$27.8K2026-10-14
Kestra Private Wealth Services, LLC
INCREASED2,2822,273+9+0%$270.8K$244.1K-$26.8K2026-10-30
Mascagni Wealth Management, Inc.
DECREASED2,2632,312-49-2%$275.4K$242.1K-$33.3K2026-10-23
Burns Matteson Capital Management, LLC
DECREASED2,2512,293-42-2%$273.2K$240.8K-$32.4K2026-10-16
Courier Capital LLC
DECREASED2,2372,257-20-1%$268.9K$239.3K-$29.6K2026-10-19
Glass Jacobson Investment Advisors llc
INCREASED2,2242,221+3+0%$264.6K$237.9K-$26.6K2026-10-26
Wedmont Private Capital
UNCHANGED2,1472,14700%$249.7K$231.5K-$18.2K2026-10-09
Quartz Partners, LLC
UNCHANGED2,0802,08000%$247.8K$222.5K-$25.3K2026-11-03
Altura Wealth Advisors Inc.
INCREASED2,0572,053+4+0%$244.6K$220.1K-$24.5K2026-10-22
Heartwood Wealth Advisors LLC
UNCHANGED1,9831,98300%$236.2K$212.1K-$24.1K2026-10-05
Fort Washington Investment Advisors Inc
UNCHANGED1,9641,96400%$234.0K$210.1K-$23.9K2026-10-15
Sigma Planning Corp
INCREASED1,9541,880+74+4%$224.0K$209.0K-$14.9K2026-10-23
Keybank National Association
INCREASED1,9521,685+267+16%$200.7K$208.8K+$8.1K2026-11-04
Montz Harcus Wealth Management LLC
INCREASED1,9271,922+5+0%$229.0K$206.1K-$22.9K2026-10-09
MY Wealth Management Inc.
UNCHANGED1,9241,92400%$229.2K$205.8K-$23.4K2026-10-21
Meridian Wealth Management, LLC
DECREASED1,9221,925-30%$229.3K$205.6K-$23.7K2026-11-05
Journey Retirement Planning & Investment Management LLC
INCREASED1,9041,697+207+12%$202.2K$203.7K+$1.5K2026-10-09
Cassaday & Co Wealth Management LLC
DECREASED1,8893,115-1,226-39%$371.1K$202.1K-$169.0K2026-10-27
PFG Advisors
INCREASED1,8851,829+56+3%$217.9K$201.6K-$16.3K2026-10-16
CLG LLC
INCREASED1,8781,877+1+0%$223.6K$200.9K-$22.7K2026-10-13
First Horizon Corp
UNCHANGED1,8221,82200%$217.1K$194.9K-$22.2K2026-10-26
Eastern Bank
INCREASED1,743139+1,604+1154%$16.6K$186.4K+$169.9K2026-10-05
Lanark Financial, Inc.
INCREASED1,3651,042+323+31%$124.1K$146.0K+$21.9K2026-10-26
Financial Consulate, Inc
DECREASED1,3291,354-25-2%$161.3K$142.2K-$19.2K2026-10-23
Centerpoint Advisors, LLC
UNCHANGED1,2531,25300%$149.0K$134-$148.9K2026-11-05
Ashton Thomas Private Wealth, LLC
DECREASED1,2481,263-15-1%$150.5K$133.5K-$17.0K2026-11-03
Root Financial Partners, LLC
NEW1,231—+1,231——$131.6K—2026-10-21
James T. Borello RIA
UNCHANGED1,0741,07400%$127.9K$114.9K-$13.1K2026-10-16
Signaturefd, LLC
INCREASED1,025894+131+15%$106.5K$109.6K+$3.1K2026-10-23
Kroeger Financial Partners
DECREASED935936-10%$111.5K$100.0K-$11.5K2026-10-19
Financial Perspectives, Inc
UNCHANGED86886800%$103.4K$92.9K-$10.6K2026-11-03
Sage Mountain Advisors LLC
UNCHANGED83583500%$99.5K$89.3K-$10.2K2026-11-02
Cranbrook Wealth Management, LLC
UNCHANGED76376300%$90.9K$81.6K-$9.3K2026-10-28
Dhjj Financial Advisors, Ltd.
UNCHANGED72872800%$86.7K$77.9K-$8.9K2026-10-23
Gen-Wealth Partners Inc
INCREASED617612+5+1%$72.9K$66.0K-$6.9K2026-11-04
Golden State Wealth Management, LLC
DECREASED568793-225-28%$94.5K$60.8K-$33.7K2026-11-02
Plante Moran Financial Advisors, LLC
UNCHANGED48248200%$57.4K$51.6K-$5.9K2026-11-04
IMG Wealth Management, Inc.
UNCHANGED46246200%$55.0K$49.4K-$5.6K2026-10-27
Vima LLC
UNCHANGED42042000%$50.1K$45.0K-$5.1K2026-10-23
Silver Grove Financial Group, Inc.
NEW386—+386——$41.3K—2026-11-05
Strategic Advocates LLC
DECREASED374379-5-1%$45.2K$40.0K-$5.1K2026-11-03
Tsfg, LLC
UNCHANGED36836800%$44.0K$39-$44.0K2026-10-23
Westside Investment Management, Inc.
DECREASED360456-96-21%$54.3K$38.5K-$15.8K2026-11-02
EverSource Wealth Advisors, LLC
INCREASED354312+42+13%$37.2K$37.9K+$6982026-11-04
Laurel Wealth Advisors LLC
NEW323—+323——$34.6K—2026-10-27
IFP Advisors, Inc
DECREASED318343-25-7%$40.9K$34.0K-$6.8K2026-10-16
Spire Wealth Management
INCREASED311268+43+16%$31.9K$33.3K+$1.4K2026-10-30
Monetary Solutions, Ltd
UNCHANGED30630600%$36.5K$32.7K-$3.7K2026-10-22
Pension & Wealth Management Advisors, Inc.
UNCHANGED27027000%$32.3K$29.0K-$3.3K2026-10-16
United Community Bank
NEW246—+246——$26.3K—2026-10-28
Allspring Global Investments Holdings, LLC
UNCHANGED23523500%$27.6K$25.7K-$1.9K2026-11-04
Simplex Trading, LLC
INCREASED23417+217+1276%$2.0K$25.0K+$23.0K2026-11-04
NorthAvenue LLC
UNCHANGED23323300%$27.8K$24.9K-$2.8K2026-10-29
GK Wealth Management LLC
NEW208—+208——$22.2K—2026-10-09
Center for Financial Planning, Inc.
NEW181—+181——$19.4K—2026-10-26
Adirondack Trust Co
UNCHANGED17417400%$20.7K$18.6K-$2.1K2026-10-14
DecisionPoint Financial, LLC
UNCHANGED15115100%$17.8K$16.2K-$1.6K2026-10-27
Latitude Advisors, LLC
NEW145—+145——$15.5K—2026-10-27
Clean Yield Group
UNCHANGED14014000%$16.7K$15.0K-$1.7K2026-10-28
Provenance Wealth Advisors, LLC
NEW133—+133——$14.2K—2026-10-30
Murphy & Mullick Capital Management Corp
UNCHANGED12512500%$14.9K$13.4K-$1.5K2026-11-02
Cherry Tree Wealth Management, LLC
UNCHANGED11811800%$14.1K$12.6K-$1.4K2026-10-15
Elevated Capital Advisors, LLC
UNCHANGED999900%$11.8K$10.6K-$1.2K2026-11-04
Phillips Financial Management, LLC
UNCHANGED969600%$11.4K$10.3K-$1.2K2026-10-19
Harbor Asset Planning, Inc.
UNCHANGED929200%$10.9K$9.8K-$1.1K2026-10-23
Ulland Investment Advisors, LLC
UNCHANGED909000%$11$10-$12026-10-13
Noble Wealth Management PBC
UNCHANGED878700%$10.4K$9.3K-$1.1K2026-10-01
Quest 10 Wealth Builders, Inc.
UNCHANGED828200%$9.8K$8.8K-$9972026-11-02
Quaker Wealth Management, LLC
UNCHANGED767600%$9.1K$8.1K-$9242026-10-22
Kozak & Associates, Inc.
INCREASED6665+1+2%$7.7K$7.2K-$5542026-10-29
Hager Investment Management Services, LLC
UNCHANGED606000%$7.1K$6.4K-$7302026-11-04
Pinnacle Wealth Planning Services, Inc.
UNCHANGED585800%$6.9K$6.2K-$7062026-10-27
Tradewinds Capital Management, LLC
UNCHANGED565600%$6.7K$6.0K-$6812026-10-23
Reap Financial Group, LLC
UNCHANGED555500%$6.6K$5.9K-$6592026-11-02
Trust Co of Vermont
UNCHANGED535300%$6.3K$5.7K-$6452026-10-21
Blue Trust, Inc.
DECREASED4555-10-18%$6.6K$4.8K-$1.7K2026-10-15
Go Invest LLC
INCREASED3937+2+5%$4.4K$4.2K-$1792026-10-09
Foster Dykema Cabot & Partners, LLC
UNCHANGED323200%$3.8K$3.4K-$3892026-10-30
Fairway Wealth LLC
NEW31—+31——$3.3K—2026-10-30
Buck Wealth Strategies, LLC
UNCHANGED292900%$3.5K$3.1K-$3472026-10-28
Pittenger & Anderson Inc
INCREASED2613+13+100%$1.5K$2.8K+$1.2K2026-11-02
RMG Wealth Management LLC
DECREASED2552-27-52%$6.0K$2.7K-$3.3K2026-10-26
Lodestone Wealth Management LLC
UNCHANGED212100%$2.5K$2.2K-$2562026-10-14
Smallwood Wealth Investment Management, LLC
UNCHANGED202000%$2.4K$2.1K-$2432026-10-30
Heritage Family Offices, LLP
NEW18—+18——$1.9K—2026-11-02
Central Pacific Bank - Trust Division
UNCHANGED121200%$1.4K$1.3K-$1462026-10-06
Morling Financial Advisors, LLC
NEW11—+11——$1.2K—2026-10-28
Abound Wealth Management
NEW9—+9——$965—2026-10-26
Wilmington Savings Fund Society, FSB
UNCHANGED9900%$1.1K$963-$1092026-10-23
Investment Research & Advisory Group, Inc.
UNCHANGED9900%$1.1K$963-$1092026-10-19
Wolff Wiese Magana LLC
UNCHANGED9900%$1.1K$963-$1102026-10-15
Valley National Advisers Inc
UNCHANGED9900%$1.1K$963-$1102026-10-23
Spurstone Advisory Services, LLC
UNCHANGED4400%$473$430-$432026-11-02
Carota Wealth Management
NEW3—+3——$321—2026-11-03
Blue Capital, Inc.
CLOSED013,456-13,456-100%$1.6M$0-$1.6M2026-10-13
TritonPoint Partners, LLC
CLOSED07,347-7,347-100%$875.2K$0-$875.2K2026-11-05
Mission Wealth Management, LP
CLOSED04,257-4,257-100%$507.1K$0-$507.1K2026-10-15
Commonwealth Financial Services, LLC
CLOSED03,960-3,960-100%$471.8K$0-$471.8K2026-10-20
World Equity Group, Inc.
CLOSED03,412-3,412-100%$406.5K$0-$406.5K2026-10-14
Integrity Alliance, Llc.
CLOSED02,054-2,054-100%$244.8K$0-$244.8K2026-10-29
Trueblood Wealth Management, LLC
CLOSED01,966-1,966-100%$234.2K$0-$234.2K2026-10-23
Blvd Private Wealth, LLC
CLOSED01,944-1,944-100%$231.6K$0-$231.6K2026-10-14
Certior Financial Group, LLC
CLOSED01,913-1,913-100%$227.9K$0-$227.9K2026-10-19
Beaumont Financial Advisors, LLC
CLOSED01,867-1,867-100%$222.4K$0-$222.4K2026-10-22
Modera Wealth Management, LLC
CLOSED01,864-1,864-100%$222.1K$0-$222.1K2026-10-28
Gerber Kawasaki Wealth & Investment Management
CLOSED01,807-1,807-100%$215.3K$0-$215.3K2026-10-29
Alliance Wealth Advisors, LLC
CLOSED01,801-1,801-100%$214.6K$0-$214.6K2026-10-28
Sovran Advisors, LLC
CLOSED01,761-1,761-100%$200.1K$0-$200.1K2026-11-02
TigerOak Management, L.L.C.
CLOSED01,755-1,755-100%$209.1K$0-$209.1K2026-10-23
Breachway Investments LLC
CLOSED01,728-1,728-100%$205.9K$0-$205.9K2026-10-19
Worth Financial Advisory Group, LLC
CLOSED01,725-1,725-100%$205.5K$0-$205.5K2026-10-19
Capital Investment Advisors, LLC
CLOSED01,706-1,706-100%$203.3K$0-$203.3K2026-10-22
Islay Capital Management, LLC
CLOSED01,700-1,700-100%$202.5K$0-$202.5K2026-10-20
JFS Wealth Advisors, LLC
CLOSED0468-468-100%$55.8K$0-$55.8K2026-11-03
NBT Bank, N.A.
CLOSED0456-456-100%$54.3K$0-$54.3K2026-10-21
International Assets Investment Management, LLC
CLOSED0422-422-100%$49.9K$0-$49.9K2026-11-02
Robinswood Financial LLC
CLOSED0415-415-100%$49.5K$0-$49.5K2026-10-20
Spectrum Wealth Advisory Group, LLC
CLOSED0303-303-100%$36.1K$0-$36.1K2026-10-29
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0300-300-100%$35.7K$0-$35.7K2026-10-14
Stone House Investment Management, LLC
CLOSED0272-272-100%$32.4K$0-$32.4K2026-10-23
Founders Capital Management
CLOSED0258-258-100%$30.7K$0-$30.7K2026-10-13
First Community Trust NA
CLOSED0128-128-100%$15.2K$0-$15.2K2026-10-07
Realta Investment Advisors
CLOSED0100-100-100%$11.9K$0-$11.9K2026-10-14
Vermillion Wealth Management, Inc.
CLOSED030-30-100%$3.6K$0-$3.6K2026-10-26
Cedar Mountain Advisors, LLC
CLOSED08-8-100%$953$0-$9532026-10-15
Avion Wealth
CLOSED000—$0$0$02026-11-04
LPL Financial LLC
N/A—8,857,722-8,857,722-100%$1.1B———
Financial Engines Advisors L.L.C.
N/A—1,062,120-1,062,120-100%$126.5M———
Bank of America Corp
N/A—939,694-939,694-100%$111.9M———
Morgan Stanley
N/A—882,645-882,645-100%$105.1M———
Ameriprise Financial Inc
N/A—804,140-804,140-100%$96.0M———
NorthRock Partners, LLC
N/A—732,397-732,397-100%$87.3M———
Savant Capital, LLC
N/A—626,233-626,233-100%$67.5M———
Cetera Investment Advisers
N/A—518,242-518,242-100%$61.7M———
WCG Wealth Advisors LLC
N/A—403,762-403,762-100%$48.1M———
FAS Wealth Partners, Inc.
N/A—380,346-380,346-100%$45.3M———
Raymond James Financial Inc
N/A—317,677-317,677-100%$37.8M———
HighTower Advisors, LLC
N/A—300,728-300,728-100%$35.8M———
Pacific Life Fund Advisors LLC
N/A—286,594-286,594-100%$34.1M———
UBS Group AG
N/A—281,801-281,801-100%$33.6M———
Osaic Holdings, Inc.
N/A—273,222-273,222-100%$32.6M———
Mariner, LLC
N/A—256,942-256,942-100%$30.6M———
Jones Financial Companies Lllp
N/A—232,974-232,974-100%$27.4M———
Wells Fargo & Company
N/A—216,097-216,097-100%$25.7M———
Northwestern Mutual Wealth Management Co
N/A—179,671-179,671-100%$21.4M———
Private Advisor Group, LLC
N/A—164,196-164,196-100%$19.6M———
Equitable Holdings, Inc.
N/A—151,367-151,367-100%$18.0M———
Royal Bank of Canada
N/A—125,342-125,342-100%$14.9M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—115,518-115,518-100%$13.8M———
Cornerstone Advisors Asset Management, LLC
N/A—111,228-111,228-100%$13.3M———
Envestnet Asset Management Inc
N/A—109,766-109,766-100%$13.1M———
Integrated Wealth Concepts LLC
N/A—109,263-109,263-100%$13.0M———
Baird Financial Group, Inc.
N/A—88,793-88,793-100%$10.6M———
Mutual Advisors, LLC
N/A—85,532-85,532-100%$10.2M———
MAI Capital Management
N/A—85,007-85,007-100%$10.1M———
Financial Strategies Group, Inc.
N/A—83,841-83,841-100%$9.7M———
Integrity Wealth Solutions LLC
N/A—79,642-79,642-100%$9.5M———
Earned Wealth Advisors, LLC
N/A—77,246-77,246-100%$9.2M———
Tradition Wealth Management, LLC
N/A—76,893-76,893-100%$9.2M———
Aptus Capital Advisors, LLC
N/A—74,006-74,006-100%$8.8M———
Pathstone Holdings, LLC
N/A—72,747-72,747-100%$8.7M———
Focus Partners Wealth
N/A—72,105-72,105-100%$8.6M———
Strategies Wealth Advisors, LLC
N/A—69,785-69,785-100%$8.3M———
Susquehanna International Group, LLP
N/A—60,148-60,148-100%$7.2M———
IFG Advisory, LLC
N/A—59,885-59,885-100%$7.1M———
EP Wealth Advisors, LLC
N/A—59,507-59,507-100%$7.1M———
Captrust Financial Advisors
N/A—58,309-58,309-100%$6.9M———
MML Investors Services, LLC
N/A—58,013-58,013-100%$6.9M———
BNP Paribas Financial Markets
N/A—51,100-51,100-100%$6.1M———
Summit Financial, LLC
N/A—50,899-50,899-100%$6.1M———
Pacific SUN Financial Corp
N/A—50,818-50,818-100%$6.1M———
Financial Concepts Unlimited, Inc.
N/A—49,817-49,817-100%$5.9M———
Interactive Financial Advisors, Inc.
N/A—49,303-49,303-100%$5.8M———
Quent Capital, LLC
N/A—48,626-48,626-100%$5.8M———
Balanced Wealth Group LLC
N/A—48,384-48,384-100%$5.8M———
Geneos Wealth Management Inc.
N/A—47,644-47,644-100%$5.7M———
Goldman Sachs Group Inc
N/A—47,404-47,404-100%$5.6M———
Graney & King, LLC
N/A—46,919-46,919-100%$5.6M———
Mercer Global Advisors Inc
N/A—45,049-45,049-100%$5.4M———
Harbour Investments, Inc.
N/A—44,715-44,715-100%$5.3M———
Moneta Group Investment Advisors LLC
N/A—42,739-42,739-100%$5.1M———
Stillwater Capital Advisors, LLC
N/A—41,737-41,737-100%$5.0M———
Compton Financial Group, LLC
N/A—41,246-41,246-100%$4.9M———
Capital Analysts, LLC
N/A—39,540-39,540-100%$4.7M———
Gladstone Institutional Advisory LLC
N/A—39,462-39,462-100%$4.7M———
Kingsview Wealth Management, LLC
N/A—38,164-38,164-100%$4.5M———
Focus Partners Advisor Solutions, LLC
N/A—35,646-35,646-100%$4.2M———
Prestige Wealth Management Group LLC
N/A—35,035-35,035-100%$4.2M———
Global Retirement Partners, LLC
N/A—33,455-33,455-100%$4.0M———
BlackRock, Inc.
N/A—31,628-31,628-100%$3.8M———
Perennial Investment Advisors, LLC
N/A—30,936-30,936-100%$3.7M———
&partners
N/A—30,829-30,829-100%$3.7M———
Univest Financial Corp
N/A—30,443-30,443-100%$3.6M———
Copia Wealth Management
N/A—30,213-30,213-100%$3.6M———
CarsonAllaria Wealth Management, Ltd.
N/A—29,898-29,898-100%$3.6M———
Mosaic Family Wealth Partners, LLC
N/A—29,753-29,753-100%$3.5M———
Collier Financial
N/A—29,352-29,352-100%$3.5M———
Dakota Wealth Management
N/A—27,650-27,650-100%$3.3M———
IHT Wealth Management, LLC
N/A—27,009-27,009-100%$3.2M———
Goldstone Financial Group, LLC
N/A—26,606-26,606-100%$3.2M———
Savvy Advisors, Inc.
N/A—25,568-25,568-100%$3.0M———
Spartan Wealth Advisory Services LLC
N/A—24,928-24,928-100%$3.0M———
Stratos Wealth Partners, Ltd.
N/A—23,885-23,885-100%$2.8M———
Prosperity Consulting Group, LLC
N/A—23,858-23,858-100%$2.8M———
FMR LLC
N/A—23,430-23,430-100%$2.8M———
AQR Capital Management LLC
N/A—23,424-23,424-100%$2.8M———
Bleakley Financial Group, LLC
N/A—23,168-23,168-100%$2.8M———
Merit Financial Group, LLC
N/A—21,573-21,573-100%$2.6M———
Kinetic Wealth Investment Advisors LLC
N/A—20,144-20,144-100%$2.4M———
Nuveen, LLC
N/A—19,997-19,997-100%$2.4M———
Denver Wealth Management, Inc.
N/A—19,331-19,331-100%$2.3M———
Palisades Hudson Asset Management, L.P.
N/A—19,215-19,215-100%$2.3M———
Wealth Watch Advisors, Inc
N/A—18,971-18,971-100%$2.3M———
Partners in Financial Planning
N/A—18,158-18,158-100%$2.2M———
TAGStone Capital, Inc.
N/A—18,119-18,119-100%$2.2M———
Walsh & Associates, LLC
N/A—17,315-17,315-100%$2.1M———
Financial Advisors Network, Inc.
N/A—16,987-16,987-100%$2.0M———
M&T Bank Corp
N/A—16,388-16,388-100%$2.0M———
Tobias Financial Advisors, Inc.
N/A—15,860-15,860-100%$1.9M———
Natixis Advisors, LLC
N/A—15,651-15,651-100%$1.9M———
World Investment Advisors
N/A—15,131-15,131-100%$1.5M———
Western Wealth Management, LLC
N/A—13,829-13,829-100%$1.6M———
JPMorgan Chase & Co
N/A—13,298-13,298-100%$1.6M———
BFC Planning, Inc.
N/A—13,278-13,278-100%$1.6M———
Tower Research Capital LLC (TRC)
N/A—13,209-13,209-100%$1.6M———
Haverford Trust Co
N/A—13,108-13,108-100%$1.6M———
Horizon Investments, LLC
N/A—13,003-13,003-100%$1.5M———
Great Valley Advisor Group, Inc.
N/A—12,639-12,639-100%$1.5M———
Indie Asset Partners, LLC
N/A—12,486-12,486-100%$1.5M———
Payne Capital Management, LLC
N/A—12,074-12,074-100%$1.4M———
XTX Topco Ltd
N/A—11,722-11,722-100%$1.4M———
Octavia Wealth Advisors, LLC
N/A—11,573-11,573-100%$1.4M———
Beacon Pointe Advisors, LLC
N/A—11,017-11,017-100%$1.3M———
PSI Advisors, LLC
N/A—10,810-10,810-100%$1.3M———
NewEdge Advisors, LLC
N/A—10,415-10,415-100%$1.2M———
Ameritas Advisory Services, LLC
N/A—10,236-10,236-100%$1.2M———
United Capital Financial Advisors, LLC
N/A—9,860-9,860-100%$1.2M———
Advisory Services Network, LLC
N/A—9,747-9,747-100%$1.2M———
Pinnacle Financial Partners, Inc.
N/A—9,745-9,745-100%$1.2M———
Cvfg LLC
N/A—9,171-9,171-100%$1.1M———
One Capital Management, LLC
N/A—8,964-8,964-100%$866.1K———
Vestwell Advisors, LLC
N/A—8,878-8,878-100%$1.1M———
Florida Financial Advisors, LLC
N/A—8,814-8,814-100%$1.1M———
Valmark Advisers, Inc.
N/A—8,741-8,741-100%$1.0M———
Stifel Financial Corp
N/A—8,635-8,635-100%$1.0M———
Topel & Distasi Wealth Management, LLC
N/A—8,603-8,603-100%$1.0M———
Sanctuary Advisors, LLC
N/A—8,561-8,561-100%$1.0M———
Rockefeller Capital Management L.P.
N/A—8,486-8,486-100%$1.0M———
Cary Street Partners Investment Advisory LLC
N/A—8,086-8,086-100%$963.3K———
Vance Wealth, LLC
N/A—7,974-7,974-100%$949.9K———
Winthrop Capital Management, LLC
N/A—7,933-7,933-100%$945.0K———
OneDigital Investment Advisors LLC
N/A—7,842-7,842-100%$934.3K———
Slagle Financial, LLC
N/A—7,758-7,758-100%$924.2K———
Fifth Third Bancorp
N/A—7,625-7,625-100%$908.4K———
Blair William & Co
N/A—7,393-7,393-100%$880.7K———
Snowden Capital Advisors LLC
N/A—7,267-7,267-100%$865.7K———
Inspire Advisors, LLC
N/A—7,187-7,187-100%$855.4K———
Central Trust Co
N/A—7,084-7,084-100%$843.9K———
Freedom Investment Management, Inc.
N/A—6,472-6,472-100%$771.0K———
Independent Advisor Alliance
N/A—6,370-6,370-100%$758.8K———
Arkadios Wealth Advisors
N/A—6,319-6,319-100%$752.8K———
Vawter Financial, Ltd.
N/A—6,206-6,206-100%$739.3K———
Connors Investor Services Inc
N/A—6,070-6,070-100%$723.1K———
Janney Montgomery Scott LLC
N/A—5,747-5,747-100%$685.0K———
Principal Securities, Inc.
N/A—5,676-5,676-100%$676.2K———
HighPoint Advisor Group LLC
N/A—5,668-5,668-100%$675.2K———
Quantinno Capital Management LP
N/A—5,457-5,457-100%$650.1K———
Calton & Associates, Inc.
N/A—5,383-5,383-100%$641.3K———
Baltimore-Washington Financial Advisors, Inc.
N/A—5,377-5,377-100%$640.6K———
Wealthspire Advisors, LLC
N/A—5,330-5,330-100%$634.9K———
Charles Schwab Investment Management Inc
N/A—5,321-5,321-100%$633.9K———
Koss-Olinger Consulting, LLC
N/A—5,278-5,278-100%$628.7K———
Vestmark Advisory Solutions, Inc.
N/A—5,225-5,225-100%$622.5K———
Advisor Resource Council
N/A—5,207-5,207-100%$615.3K———
O'shaughnessy Asset Management, LLC
N/A—5,194-5,194-100%$618.8K———
Wellington Grp LLC
N/A—5,058-5,058-100%$602.6K———
Clearstead Advisors, LLC
N/A—5,020-5,020-100%$598.0K———
Waverly Advisors, LLC
N/A—4,853-4,853-100%$578.1K———
Cary Street Partners Financial LLC
N/A—4,764-4,764-100%$567.5K———
Essex Financial Services, Inc.
N/A—4,745-4,745-100%$565.3K———
Sandy Cove Advisors, LLC
N/A—4,736-4,736-100%$564.2K———
Texas Yale Capital Corp.
N/A—4,681-4,681-100%$557.6K———
Rosenblum Silverman Sutton S F Inc
N/A—4,267-4,267-100%$508.3K———
Tiaa Trust, National Association
N/A—4,230-4,230-100%$503.9K———
Wiregrass Investment Management LLC
N/A—4,137-4,137-100%$492.9K———
Benjamin Edwards Inc
N/A—3,926-3,926-100%$467.8K———
Brown Advisory Inc
N/A—3,895-3,895-100%$464.0K———
Bank of Montreal
N/A—3,873-3,873-100%$461.4K———
M3 Advisory Group, LLC
N/A—3,823-3,823-100%$455.4K———
Arax Advisory Partners
N/A—3,762-3,762-100%$448.1K———
Laraway Financial Advisors Inc
N/A—3,735-3,735-100%$445.0K———
Wallace Advisory Group, LLC
N/A—3,718-3,718-100%$442.9K———
IAG Wealth Partners, LLC
N/A—3,701-3,701-100%$440.9K———
Jacobs Equity LLC
N/A—3,628-3,628-100%$432.2K———
Allworth Financial LP
N/A—3,607-3,607-100%$429.7K———
Lowery Thomas, LLC
N/A—3,596-3,596-100%$428.4K———
Cerity Partners LLC
N/A—3,514-3,514-100%$418.6K———
Legacy Trust
N/A—3,450-3,450-100%$411.0K———
Freestone Capital Holdings, LLC
N/A—3,388-3,388-100%$403.6K———
Falcon Wealth Planning
N/A—3,383-3,383-100%$403.0K———
Keating Financial Advisory Services, Inc.
N/A—3,359-3,359-100%$400.2K———
Lbmc Investment Advisors, LLC
N/A—3,314-3,314-100%$394.8K———
SEI Investments Co
N/A—3,291-3,291-100%$392.1K———
PNC Financial Services Group, Inc.
N/A—3,248-3,248-100%$386.9K———
Bragg Financial Advisors, Inc
N/A—3,090-3,090-100%$368.1K———
Foundations Investment Advisors, LLC
N/A—2,966-2,966-100%$353.3K———
Jackson, Grant Investment Advisers, Inc.
N/A—2,961-2,961-100%$352.7K———
Cadia Private Client LLC
N/A—2,750-2,750-100%$327.6K———
Rothschild Investment LLC
N/A—2,657-2,657-100%$316.5K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,551-2,551-100%$303.9K———
Coppell Advisory Solutions LLC
N/A—2,540-2,540-100%$10.0M———
Urban Financial Advisory Corp
N/A—2,509-2,509-100%$298.9K———
Second Line Capital, LLC
N/A—2,413-2,413-100%$287.4K———
Collaborative Wealth Managment Inc.
N/A—2,382-2,382-100%$283.7K———
Northern Trust Corp
N/A—2,231-2,231-100%$265.8K———
American Money Management, LLC
N/A—2,222-2,222-100%$264.7K———
Ritholtz Wealth Management
N/A—2,212-2,212-100%$263.5K———
Share Andrew L.
N/A—2,180-2,180-100%$259.7K———
N.E.W. Advisory Services LLC
N/A—2,175-2,175-100%$259.1K———
AE Wealth Management LLC
N/A—2,113-2,113-100%$251.8K———
Capstone Wealth Management Group, LLC
N/A—2,090-2,090-100%$249.0K———
Lansing Street Advisors
N/A—2,046-2,046-100%$243.7K———
Stratos Wealth Advisors, LLC
N/A—2,013-2,013-100%$239.8K———
Westfuller Advisors, LLC
N/A—1,987-1,987-100%$236.7K———
Asset Management Group, Inc.
N/A—1,896-1,896-100%$225.9K———
Glenmede Trust Co NA
N/A—1,868-1,868-100%$222.5K———
Coldstream Capital Management Inc
N/A—1,840-1,840-100%$219.2K———
Astoria Portfolio Advisors Llc.
N/A—1,816-1,816-100%$216.3K———
CreativeOne Wealth, LLC
N/A—1,799-1,799-100%$214.3K———
Navalign, LLC
N/A—1,787-1,787-100%$212.9K———
Clearwater Capital Advisors, LLC
N/A—1,782-1,782-100%$212.3K———
First Command Advisory Services, Inc.
N/A—1,780-1,780-100%$212.1K———
Broadview Financial Management, LLC
N/A—1,774-1,774-100%$211.4K———
Legacy Edge Advisors, LLC
N/A—1,746-1,746-100%$208.0K———
IMA Advisory Services, Inc.
N/A—1,744-1,744-100%$207.8K———
Hudson Portfolio Management LLC
N/A—1,720-1,720-100%$204.9K———
Lowe Brockenbrough & Co Inc
N/A—1,640-1,640-100%$195.4K———
Topsail Wealth Management, LLC
N/A—1,565-1,565-100%$186.4K———
Basepoint Wealth LLC
N/A—1,550-1,550-100%$184.6K———
Measured Wealth Private Client Group, LLC
N/A—1,436-1,436-100%$171.1K———
SHP Wealth Management
N/A—1,393-1,393-100%$165.9K———
Deutsche Bank Ag\
N/A—1,323-1,323-100%$157.6K———
MidFirst Bank
N/A—1,311-1,311-100%$156.2K———
Smartleaf Asset Management LLC
N/A—1,180-1,180-100%$139.2K———
Ballast Advisors LLC
N/A—1,072-1,072-100%$127.7K———
Bogart Wealth, LLC
N/A—1,016-1,016-100%$121.0K———
Synergy Investment Management, LLC
N/A—960-960-100%$114.4K———
Steward Partners Investment Advisory, LLC
N/A—905-905-100%$107.8K———
Vanguard Advisers Inc
N/A—720-720-100%$85.8K———
National Bank of Canada
N/A—717-717-100%$85.4K———
Tidemark, LLC
N/A—696-696-100%$82.9K———
Huntington National Bank
N/A—660-660-100%$78.6K———
Silver OAK Securities, Incorporated
N/A—553-553-100%$65.9K———
Strategic Wealth Partners, Ltd.
N/A—450-450-100%$53.6K———
Founders Financial Alliance, LLC
N/A—449-449-100%$53.5K———
HM Payson & Co
N/A—440-440-100%$52.4K———
Qube Research & Technologies Ltd
N/A—419-419-100%$49.9K———
Tiaa Wealth Investment Management LLC
N/A—389-389-100%$45.9K———
Hantz Financial Services, Inc.
N/A—384-384-100%$46.0K———
Integrity Financial Corp
N/A—330-330-100%$39.3K———
Brown Brothers Harriman & Co
N/A—316-316-100%$37.6K———
UBS Asset Management Americas LLC
N/A—313-313-100%$37.3K———
WealthShield Partners, LLC
N/A—300-300-100%$35.7K———
Glassman Wealth Services
N/A—296-296-100%$35.3K———
Institute for Wealth Management, Llc.
N/A—263-263-100%$31.3K———
Zions Bancorporation, National Association
N/A—237-237-100%$28.2K———
Park Place Capital Corp
N/A—220-220-100%$26.2K———
Ritter Daniher Financial Advisory LLC / de
N/A—220-220-100%$26.2K———
Russell Investments Group, Ltd.
N/A—208-208-100%$24.8K———
TD Capital Management LLC
N/A—186-186-100%$22.1K———
Top Private Wealth Llc.
N/A—182-182-100%$21.7K———
UMB Bank, n.a.
N/A—132-132-100%$15.7K———
PlanVest Financial, Inc
N/A—113-113-100%$13.5K———
Crewe Advisors LLC
N/A—103-103-100%$12.3K———
Medallion Wealth Advisors, LLC
N/A—100-100-100%$11.9K———
Cbiz Investment Advisory Services, LLC
N/A—93-93-100%$9.0K———
Abound Financial, LLC
N/A—81-81-100%$9.7K———
Paladin Advisory Group, LLC
N/A—65-65-100%$7.7K———
Godfrey Financial Associates, Inc.
N/A—42-42-100%$5.0K———
Valued Wealth Advisors LLC
N/A—38-38-100%$4.5K———
Mpwm Advisory Solutions, LLC
N/A—35-35-100%$4.2K———
GeoWealth Management, LLC
N/A—28-28-100%$3.3K———
Orion Capital Management LLC
N/A—24-24-100%$2.9K———
FWL Investment Management, LLC
N/A—17-17-100%$2.0K———
Frazier Financial Advisors, LLC
N/A—1-1-100%$78———
Showing 581 of 581 institutions