IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

SS Spdr BB Conv SEC ETF (CWB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Howard Capital Management, LLC
INCREASED
Shares2,020,000 from 1,993,096
Change+26,904 (+1%)
Value$204.4M (-$10.5M)
Filed 2026-10-16
Delta Capital Management LLC
UNCHANGED
Shares1,186,000 from 1,186,000
Change0 (0%)
Value$1.2K (-$79)
Filed 2026-10-16
Assetmark, Inc
DECREASED
Shares727,115 from 743,030
Change-15,915 (-2%)
Value$73.6M (-$6.5M)
Filed 2026-10-21
Goodman Advisory Group, LLC
INCREASED
Shares526,504 from 526,030
Change+474 (+0%)
Value$53.3M (-$3.4M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares248,055 from 285,367
Change-37,312 (-13%)
Value$25.1K (-$30.7M)
Filed 2026-11-02
New York Life Investment Management LLC
DECREASED
Shares227,805 from 365,834
Change-138,029 (-38%)
Value$23.0M (-$16.4M)
Filed 2026-11-04
Commonwealth Equity Services, LLC
INCREASED
Shares210,732 from 210,502
Change+230 (+0%)
Value$21.3M (-$1.4M)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares185,941 from 183,756
Change+2,185 (+1%)
Value$18.8M (-$999.1K)
Filed 2026-10-30
XML Financial, LLC
DECREASED
Shares180,048 from 181,451
Change-1,403 (-1%)
Value$18.2M (-$1.3M)
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares177,868 from 173,886
Change+3,982 (+2%)
Value$17.8M (-$495.2K)
Filed 2026-10-13
Waldron Private Wealth LLC
DECREASED
Shares155,485 from 167,023
Change-11,538 (-7%)
Value$15.7M (-$2.3M)
Filed 2026-11-02
Lifestyle Asset Management, Inc.
INCREASED
Shares143,524 from 137,965
Change+5,559 (+4%)
Value$14.5M (-$353.6K)
Filed 2026-10-20
AMG National Trust Bank
INCREASED
Shares142,778 from 133,948
Change+8,830 (+7%)
Value$14.4M (+$4.0K)
Filed 2026-11-05
Aegis Wealth Management, Inc.
INCREASED
Shares131,985 from 121,883
Change+10,102 (+8%)
Value$13.4M (+$212.8K)
Filed 2026-10-26
Oppenheimer & Co Inc
DECREASED
Shares129,093 from 129,764
Change-671 (-1%)
Value$13.1M (-$929.5K)
Filed 2026-10-26
Modera Wealth Management, LLC
DECREASED
Shares128,877 from 130,573
Change-1,696 (-1%)
Value$13.0M (-$1.0M)
Filed 2026-10-28
Financial & Tax Architects, LLC
INCREASED
Shares117,407 from 107,263
Change+10,144 (+9%)
Value$11.9M (+$314.2K)
Filed 2026-10-15
Oppenheimer Asset Management Inc.
INCREASED
Shares115,540 from 112,765
Change+2,775 (+2%)
Value$11.7M (-$468.0K)
Filed 2026-10-27
William Mack & Associates, Inc.
DECREASED
Shares101,851 from 119,630
Change-17,779 (-15%)
Value$10.3M (-$2.6M)
Filed 2026-10-27
Paulson Wealth Management Inc.
DECREASED
Shares97,940 from 99,629
Change-1,689 (-2%)
Value$9.9M (-$832.4K)
Filed 2026-11-02
NTV Asset Management LLC
DECREASED
Shares94,433 from 97,663
Change-3,230 (-3%)
Value$9.6M (-$975.3K)
Filed 2026-10-23
Paladin Partners, LLC
INCREASED
Shares90,673 from 88,414
Change+2,259 (+3%)
Value$9.2M (-$358.6K)
Filed 2026-10-06
Citigroup Inc
INCREASED
Shares81,675 from 76,433
Change+5,242 (+7%)
Value$8.3M (+$22.9K)
Filed 2026-11-04
Spectrum Wealth Advisory Group, LLC
INCREASED
Shares80,903 from 28,575
Change+52,328 (+183%)
Value$8.2M (+$5.1M)
Filed 2026-10-29
Windsor Capital Management, LLC
DECREASED
Shares80,693 from 80,797
Change-104 (0%)
Value$8.2M (-$547.1K)
Filed 2026-10-13
US Bancorp \de\
INCREASED
Shares79,234 from 69,683
Change+9,551 (+14%)
Value$8.0M (+$502.9K)
Filed 2026-11-05
Concurrent Investment Advisors, LLC
INCREASED
Shares73,492 from 56,719
Change+16,773 (+30%)
Value$7.4M (+$1.3M)
Filed 2026-10-16
Discipline Wealth Solutions, LLC
DECREASED
Shares72,628 from 72,762
Change-134 (0%)
Value$7.3M (-$496.7K)
Filed 2026-10-14
Finward Bancorp
INCREASED
Shares71,441 from 70,187
Change+1,254 (+2%)
Value$7.2M (-$339.2K)
Filed 2026-10-14
Baron Financial Group, LLC
DECREASED
Shares71,101 from 71,576
Change-475 (-1%)
Value$7.2M (-$523.3K)
Filed 2026-10-09
Riggs Asset Managment Co. Inc.
INCREASED
Shares70,247 from 68,917
Change+1,330 (+2%)
Value$7.1M (-$323.0K)
Filed 2026-11-05
Florin Court Capital LLP
INCREASED
Shares69,695 from 54,395
Change+15,300 (+28%)
Value$7.1M (+$1.2M)
Filed 2026-11-02
David J Yvars Group
INCREASED
Shares69,141 from 65,077
Change+4,064 (+6%)
Value$7.0M (-$20.8K)
Filed 2026-10-09
Kestra Advisory Services, LLC
INCREASED
Shares66,220 from 25,305
Change+40,915 (+162%)
Value$6.7M (+$4.0M)
Filed 2026-11-02
HMS Capital Management, LLC
DECREASED
Shares63,994 from 65,653
Change-1,659 (-3%)
Value$6.5M (-$603.7K)
Filed 2026-10-20
Indivisible Partners
INCREASED
Shares63,438 from 56,752
Change+6,686 (+12%)
Value$6.4M (+$299.6K)
Filed 2026-10-26
Brindle & Bay Financial Advisors, LLC
INCREASED
Shares60,917 from 52,032
Change+8,885 (+17%)
Value$6.2M (+$553.4K)
Filed 2026-10-15
Creative Planning
INCREASED
Shares58,726 from 57,353
Change+1,373 (+2%)
Value$5.9M (-$242.0K)
Filed 2026-11-02
True Private Wealth Advisors
DECREASED
Shares56,899 from 61,307
Change-4,408 (-7%)
Value$5.8M (-$853.1K)
Filed 2026-10-19
Bank of New York Mellon Corp
DECREASED
Shares54,115 from 55,574
Change-1,459 (-3%)
Value$5.5M (-$516.7K)
Filed 2026-11-05
Sterling Investment Advisors, Ltd.
DECREASED
Shares53,339 from 53,987
Change-648 (-1%)
Value$5.4M (-$424.0K)
Filed 2026-10-27
Sage Capital Management, LLC
INCREASED
Shares50,393 from 50,263
Change+130 (+0%)
Value$5.1M (-$321.0K)
Filed 2026-10-20
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares49,661 from 61,924
Change-12,263 (-20%)
Value$5.0M (-$1.7M)
Filed 2026-11-03
Confluence Wealth Services, Inc.
INCREASED
Shares48,838 from 37,207
Change+11,631 (+31%)
Value$4.9M (+$929.7K)
Filed 2026-11-05
B. Riley Wealth Advisors, Inc.
INCREASED
Shares46,635 from 38,165
Change+8,470 (+22%)
Value$4.7M (+$629.5K)
Filed 2026-10-13
IFP Advisors, Inc
INCREASED
Shares43,652 from 42,853
Change+799 (+2%)
Value$4.4M (-$203.7K)
Filed 2026-10-16
Wesbanco Bank Inc
DECREASED
Shares43,415 from 45,740
Change-2,325 (-5%)
Value$4.4M (-$539.0K)
Filed 2026-11-04
Chicago Partners Investment Group LLC
DECREASED
Shares42,906 from 42,986
Change-80 (0%)
Value$4.1M (-$352.4K)
Filed 2026-10-27
Nilsine Partners, LLC
INCREASED
Shares39,026 from 38,128
Change+898 (+2%)
Value$3.9M (-$162.3K)
Filed 2026-11-02
Sentinel Advisory Group, LLC
INCREASED
Shares37,259 from 36,163
Change+1,096 (+3%)
Value$3.8M (-$129.2K)
Filed 2026-10-20
HF Advisory Group, LLC
INCREASED
Shares36,344 from 34,791
Change+1,553 (+4%)
Value$3.7M (-$73.9K)
Filed 2026-10-09
Midwest Professional Planners, Ltd.
DECREASED
Shares35,881 from 37,666
Change-1,785 (-5%)
Value$3.6M (-$430.7K)
Filed 2026-10-29
Aletheian Wealth Advisors LLC
INCREASED
Shares35,612 from 33,296
Change+2,316 (+7%)
Value$3.6M (+$13.2K)
Filed 2026-10-08
Optivise Advisory Services LLC
DECREASED
Shares34,670 from 36,172
Change-1,502 (-4%)
Value$3.5M (-$392.1K)
Filed 2026-10-19
Mosley Wealth Management
INCREASED
Shares32,743 from 31,376
Change+1,367 (+4%)
Value$3.2M (-$204.0K)
Filed 2026-10-16
J.W. Cole Advisors, Inc.
DECREASED
Shares32,366 from 33,160
Change-794 (-2%)
Value$3.3M (-$300.5K)
Filed 2026-11-05
McAdam, LLC
DECREASED
Shares31,818 from 32,612
Change-794 (-2%)
Value$3.2M (-$296.9K)
Filed 2026-10-21
Elevation Capital Advisory, LLC
DECREASED
Shares31,728 from 51,236
Change-19,508 (-38%)
Value$3.2M (-$2.3M)
Filed 2026-10-29
Powell Investment Advisors, LLC
INCREASED
Shares30,423 from 30,317
Change+106 (+0%)
Value$3.1M (-$190.5K)
Filed 2026-10-22
Thrivent Financial for Lutherans
INCREASED
Shares29,444 from 25,873
Change+3,571 (+14%)
Value$3.0K (-$2.8M)
Filed 2026-11-05
Focus Financial Network, Inc.
DECREASED
Shares28,919 from 29,584
Change-665 (-2%)
Value$2.9M (-$263.7K)
Filed 2026-10-14
Graetz Wealth LLC
DECREASED
Shares28,661 from 33,213
Change-4,552 (-14%)
Value$2.9M (-$681.1K)
Filed 2026-10-27
Focus Wealth Advisors, LLC
DECREASED
Shares28,661 from 28,928
Change-267 (-1%)
Value$2.9M (-$219.1K)
Filed 2026-10-14
Sowell Financial Services LLC
INCREASED
Shares25,929 from 25,063
Change+866 (+3%)
Value$2.6M (-$78.8K)
Filed 2026-10-23
AXS Investments LLC
INCREASED
Shares24,455 from 16,025
Change+8,430 (+53%)
Value$2.5M (+$746.5K)
Filed 2026-11-04
Kingswood Wealth Advisors, LLC
DECREASED
Shares23,798 from 30,368
Change-6,570 (-22%)
Value$2.4M (-$866.4K)
Filed 2026-10-23
Farther Finance Advisors, LLC
INCREASED
Shares23,116 from 11,523
Change+11,593 (+101%)
Value$2.3M (+$1.1M)
Filed 2026-10-08
Prospera Financial Services Inc
DECREASED
Shares22,769 from 23,100
Change-331 (-1%)
Value$2.2M (-$333.8K)
Filed 2026-11-04
Simplicity Wealth,LLC
INCREASED
Shares22,720 from 21,857
Change+863 (+4%)
Value$2.3M (-$57.9K)
Filed 2026-10-23
Howard Wealth Management, LLC
DECREASED
Shares22,627 from 22,921
Change-294 (-1%)
Value$2.3M (-$181.9K)
Filed 2026-10-28
Brookstone Capital Management
DECREASED
Shares22,550 from 24,535
Change-1,985 (-8%)
Value$2.3M (-$363.8K)
Filed 2026-10-22
Montecito Bank & Trust
INCREASED
Shares20,978 from 20,954
Change+24 (+0%)
Value$2.1M (-$136.7K)
Filed 2026-10-01
Tucker Asset Management LLC
INCREASED
Shares20,907 from 18,295
Change+2,612 (+14%)
Value$2.1M (+$142.8K)
Filed 2026-10-29
Burns J W & Co Inc
DECREASED
Shares20,870 from 21,088
Change-218 (-1%)
Value$2.1M (-$162.1K)
Filed 2026-10-20
SkyOak Wealth, LLC
DECREASED
Shares20,343 from 20,578
Change-235 (-1%)
Value$2.1M (-$160.4K)
Filed 2026-10-28
Atria Investments, Inc
DECREASED
Shares19,931 from 20,526
Change-595 (-3%)
Value$2.0M (-$196.5K)
Filed 2026-10-15
Thrive Capital Management, LLC
DECREASED
Shares19,738 from 27,730
Change-7,992 (-29%)
Value$2.0M (-$992.7K)
Filed 2026-10-28
Flagstar Securities, Inc
INCREASED
Shares18,744 from 16,720
Change+2,024 (+12%)
Value$1.9M (+$93.7K)
Filed 2026-10-15
Schaper Benz & Wise Investment Counsel Inc
UNCHANGED
Shares18,743 from 18,743
Change0 (0%)
Value$1.9M (-$124.5K)
Filed 2026-10-09
Park Edge Advisors, LLC
NEW
Shares18,562
Change+18,562
Value$1.9M
Filed 2026-10-28
MGO One Seven LLC
INCREASED
Shares18,124 from 18,023
Change+101 (+1%)
Value$1.8M (-$109.4K)
Filed 2026-10-28
Manske Wealth Management
INCREASED
Shares17,858 from 17,638
Change+220 (+1%)
Value$1.8M (-$94.8K)
Filed 2026-10-26
New England Private Wealth Advisors LLC
INCREASED
Shares17,590 from 17,528
Change+62 (+0%)
Value$1.8M (+$938)
Filed 2026-10-19
ARK & TLK Investments, LLC
UNCHANGED
Shares16,480 from 16,480
Change0 (0%)
Value$1.7M (-$109.4K)
Filed 2026-10-20
Farrell Financial LLC
INCREASED
Shares16,066 from 15,981
Change+85 (+1%)
Value$1.6M (-$97.6K)
Filed 2026-10-16
Nvwm, LLC
INCREASED
Shares15,786 from 14,431
Change+1,355 (+9%)
Value$1.6M (+$41.3K)
Filed 2026-10-14
Independent Financial Group, LLC
DECREASED
Shares15,411 from 15,544
Change-133 (-1%)
Value$1.6M (-$116.6K)
Filed 2026-10-13
Brighton Jones LLC
INCREASED
Shares15,244 from 14,950
Change+294 (+2%)
Value$1.5M (-$69.5K)
Filed 2026-11-03
Lido Advisors, LLC
INCREASED
Shares15,225 from 8,345
Change+6,880 (+82%)
Value$1.5M (+$640.7K)
Filed 2026-11-04
Yorktown Management & Research Co Inc
DECREASED
Shares15,000 from 20,000
Change-5,000 (-25%)
Value$1.5M (-$638.7K)
Filed 2026-10-28
LFA - Lugano Financial Advisors SA
UNCHANGED
Shares14,651 from 14,651
Change0 (0%)
Value$1.5M (-$97.3K)
Filed 2026-11-03
Kingsbury Capital Investment Advisors LLC
DECREASED
Shares14,610 from 14,647
Change-37 (0%)
Value$1.5M (-$101.0K)
Filed 2026-10-20
Capital City Trust Co
UNCHANGED
Shares14,533 from 14,533
Change0 (0%)
Value$1.5M (-$96.5K)
Filed 2026-10-22
Worth Asset Management, LLC
DECREASED
Shares14,317 from 17,086
Change-2,769 (-16%)
Value$1.4M (-$393.6K)
Filed 2026-10-07
Gilpin Wealth Management, LLC
DECREASED
Shares13,908 from 14,228
Change-320 (-2%)
Value$1.4M (-$126.9K)
Filed 2026-10-09
Legacy Capital Wealth Partners, LLC
DECREASED
Shares13,891 from 14,037
Change-146 (-1%)
Value$1.4M (-$108.0K)
Filed 2026-10-21
BridgePort Financial Solutions, LLC
INCREASED
Shares13,400 from 12,129
Change+1,271 (+10%)
Value$1.4M (+$48.1K)
Filed 2026-11-02
Elevation Point Wealth Partners, LLC
UNCHANGED
Shares13,224 from 13,224
Change0 (0%)
Value$1.3M (-$87.8K)
Filed 2026-11-05
Guardian Asset Advisors, LLC
INCREASED
Shares13,064 from 12,615
Change+449 (+4%)
Value$1.3M (-$38.6K)
Filed 2026-10-16
Investment Management Trust, LLC
DECREASED
Shares12,503 from 12,948
Change-445 (-3%)
Value$1.3M (-$131.0K)
Filed 2026-11-05
Nabity-Jensen Investment Management Inc
UNCHANGED
Shares12,488 from 12,488
Change0 (0%)
Value$1.3M (-$82.9K)
Filed 2026-10-23
Stablepoint Partners, LLC
INCREASED
Shares12,277 from 10,072
Change+2,205 (+22%)
Value$1.2M (+$156.2K)
Filed 2026-11-03
Pension & Wealth Management Advisors, Inc.
DECREASED
Shares12,184 from 12,764
Change-580 (-5%)
Value$1.2M (-$143.4K)
Filed 2026-10-16
Kraematon Investment Advisors, Inc
INCREASED
Shares12,161 from 12,129
Change+32 (+0%)
Value$1.2M (-$77.2K)
Filed 2026-11-02
Arrow Investment Advisors, LLC
UNCHANGED
Shares12,123 from 12,123
Change0 (0%)
Value$1.2M (-$80.5K)
Filed 2026-11-02
Herold Advisors, Inc.
UNCHANGED
Shares11,925 from 11,925
Change0 (0%)
Value$1.2M (-$80.4K)
Filed 2026-10-19
Patten Group, Inc.
UNCHANGED
Shares11,874 from 11,874
Change0 (0%)
Value$1.2M (-$78.8K)
Filed 2026-10-26
Insight Wealth Strategies, LLC
INCREASED
Shares11,566 from 11,550
Change+16 (+0%)
Value$1.2M (-$52.3K)
Filed 2026-10-09
Investors Research Corp
DECREASED
Shares11,546 from 12,516
Change-970 (-8%)
Value$1.2M (-$181.3K)
Filed 2026-10-07
HB Wealth Management, LLC
INCREASED
Shares10,814 from 10,414
Change+400 (+4%)
Value$1.1M (-$28.7K)
Filed 2026-10-23
Cottonwood Capital Advisors, LLC
DECREASED
Shares10,730 from 10,753
Change-23 (0%)
Value$1.1M (-$73.7K)
Filed 2026-10-20
Occidental Asset Management, LLC
UNCHANGED
Shares10,706 from 10,706
Change0 (0%)
Value$1.1M (-$71.1K)
Filed 2026-11-05
Clear Creek Financial Management, LLC
DECREASED
Shares10,522 from 19,461
Change-8,939 (-46%)
Value$1.1M (-$1.0M)
Filed 2026-10-28
Daymark Wealth Partners, LLC
INCREASED
Shares10,493 from 9,884
Change+609 (+6%)
Value$1.1M (-$4.0K)
Filed 2026-11-04
Signal Advisors Wealth, LLC
INCREASED
Shares10,363 from 7,089
Change+3,274 (+46%)
Value$1.0M (+$284.2K)
Filed 2026-10-13
Sigma Planning Corp
DECREASED
Shares10,362 from 10,498
Change-136 (-1%)
Value$1.0M (-$83.5K)
Filed 2026-10-23
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares10,240 from 8,356
Change+1,884 (+23%)
Value$1.0M (+$135.2K)
Filed 2026-10-14
Targeted Financial Services LLC
UNCHANGED
Shares10,240 from 10,240
Change0 (0%)
Value$1.0M (-$68.0K)
Filed 2026-10-19
Towerpoint Wealth, LLC
DECREASED
Shares9,970 from 10,210
Change-240 (-2%)
Value$1.0M (-$92.0K)
Filed 2026-10-13
Moneco Advisors, LLC
DECREASED
Shares9,769 from 9,794
Change-25 (0%)
Value$988.4K (-$67.6K)
Filed 2026-11-05
First Merchants Corp
UNCHANGED
Shares9,659 from 9,659
Change0 (0%)
Value$977.3K (-$64.1K)
Filed 2026-10-15
Bigelow Investment Advisors, LLC
DECREASED
Shares9,552 from 10,234
Change-682 (-7%)
Value$966.5K (-$137.0K)
Filed 2026-10-13
Lee, Kelleher & Klein Wealth Management
UNCHANGED
Shares9,500 from 9,500
Change0 (0%)
Value$961.2K (-$63.1K)
Filed 2026-10-08
Capstone Wealth Management Group, Inc.
UNCHANGED
Shares9,228 from 9,228
Change0 (0%)
Value$933.7K (-$61.3K)
Filed 2026-10-19
Rockland Trust Co
UNCHANGED
Shares9,090 from 9,090
Change0 (0%)
Value$919.7K (-$60.4K)
Filed 2026-10-05
Portland Financial Advisors Inc
DECREASED
Shares8,792 from 8,909
Change-117 (-1%)
Value$889.6K (-$71.0K)
Filed 2026-10-26
Key FInancial Inc
DECREASED
Shares8,734 from 9,219
Change-485 (-5%)
Value$883.7K (-$110.3K)
Filed 2026-11-02
Sidoxia Capital Management, LLC
INCREASED
Shares8,706 from 8,704
Change+2 (+0%)
Value$880.9K (-$57.6K)
Filed 2026-10-28
RCW Management, LLC
UNCHANGED
Shares8,639 from 8,639
Change0 (0%)
Value$874.1K (-$57.4K)
Filed 2026-10-30
Pinnacle Associates LTD
DECREASED
Shares8,416 from 8,683
Change-267 (-3%)
Value$851.5K (-$84.7K)
Filed 2026-10-20
Horst & Graben Wealth Management LLC
DECREASED
Shares8,059 from 8,079
Change-20 (0%)
Value$815.4K (-$39.8K)
Filed 2026-11-02
Telos Capital Management, Inc.
DECREASED
Shares7,945 from 8,221
Change-276 (-3%)
Value$803.9K (-$82.5K)
Filed 2026-11-02
Whipplewood Advisors, LLC
NEW
Shares7,866
Change+7,866
Value$795.9K
Filed 2026-10-20
Retireful, LLC
INCREASED
Shares7,531 from 3,483
Change+4,048 (+116%)
Value$762.0K (+$386.5K)
Filed 2026-10-09
Fifth Third Bancorp
DECREASED
Shares7,511 from 8,906
Change-1,395 (-16%)
Value$760.0K (-$200.3K)
Filed 2026-11-05
PW Nova Financial Services LLC
DECREASED
Shares7,342 from 8,317
Change-975 (-12%)
Value$742.9K (-$153.9K)
Filed 2026-10-15
Trifecta Capital Advisors, LLC
UNCHANGED
Shares6,835 from 6,835
Change0 (0%)
Value$691.6K (-$45.4K)
Filed 2026-10-21
Midwest Trust Co
UNCHANGED
Shares6,815 from 6,815
Change0 (0%)
Value$689.5K (-$45.3K)
Filed 2026-10-22
Sonata Capital Group Inc
UNCHANGED
Shares6,535 from 6,535
Change0 (0%)
Value$661.2K (-$43.4K)
Filed 2026-10-19
Smithbridge Asset Management Inc
DECREASED
Shares6,426 from 6,811
Change-385 (-6%)
Value$650.2K (-$84.2K)
Filed 2026-10-19
Left Brain Wealth Management, LLC
DECREASED
Shares6,337 from 6,425
Change-88 (-1%)
Value$641.2K (-$51.6K)
Filed 2026-10-28
Cap Partners, LLC
INCREASED
Shares6,197 from 6,186
Change+11 (+0%)
Value$627.0K (-$39.9K)
Filed 2026-10-19
TFB Advisors LLC
INCREASED
Shares6,169 from 6,018
Change+151 (+3%)
Value$624.2K (-$24.7K)
Filed 2026-11-02
Asset One Wealth Management LLC
UNCHANGED
Shares6,107 from 6,107
Change0 (0%)
Value$617.9K (-$14.7K)
Filed 2026-11-02
James Investment Research, Inc.
DECREASED
Shares6,047 from 9,951
Change-3,904 (-39%)
Value$611.8K (-$461.1K)
Filed 2026-10-22
Annex Advisory Services, LLC
INCREASED
Shares6,046 from 6,020
Change+26 (+0%)
Value$611.8K (-$37.3K)
Filed 2026-10-16
Waystone Advisors LLC
DECREASED
Shares5,966 from 6,086
Change-120 (-2%)
Value$643.3K (-$12.9K)
Filed 2026-10-16
Stirlingshire Investments, Inc.
DECREASED
Shares5,839 from 25,130
Change-19,291 (-77%)
Value$590.8K (-$2.1M)
Filed 2026-11-05
LongView Wealth Management
INCREASED
Shares5,799 from 5,780
Change+19 (+0%)
Value$586.7K (-$36.5K)
Filed 2026-10-19
Connecticut Wealth Management, LLC
UNCHANGED
Shares5,605 from 5,605
Change0 (0%)
Value$567.1K (-$37.2K)
Filed 2026-10-13
RVW Wealth, LLC
UNCHANGED
Shares5,512 from 5,512
Change0 (0%)
Value$557.7K (-$36.6K)
Filed 2026-10-06
Form Wealth Advisors, LLC
INCREASED
Shares5,442 from 5,418
Change+24 (+0%)
Value$550.6K (-$33.6K)
Filed 2026-10-13
AlphaCentric Advisors LLC
INCREASED
Shares5,427 from 4,579
Change+848 (+19%)
Value$549.1K (+$55.4K)
Filed 2026-11-03
Wealth Management Resources, Inc.
INCREASED
Shares5,360 from 5,357
Change+3 (+0%)
Value$542.3K (-$35.3K)
Filed 2026-10-21
Sagespring Wealth Partners, LLC
DECREASED
Shares5,198 from 5,281
Change-83 (-2%)
Value$526.0K (-$43.5K)
Filed 2026-10-22
D.A. Davidson & Co.
INCREASED
Shares5,187 from 5,047
Change+140 (+3%)
Value$524.8K (-$19.3K)
Filed 2026-10-28
Liberty Atlantic Advisors LLC
UNCHANGED
Shares5,125 from 5,125
Change0 (0%)
Value$518.5K (-$34.0K)
Filed 2026-10-14
Spire Wealth Management
INCREASED
Shares5,116 from 5,109
Change+7 (+0%)
Value$517.6K (-$33.2K)
Filed 2026-10-30
Certified Advisory Corp
INCREASED
Shares5,049 from 5,040
Change+9 (+0%)
Value$510.9K (-$32.5K)
Filed 2026-10-29
MV Capital Management, Inc.
DECREASED
Shares5,001 from 5,401
Change-400 (-7%)
Value$506.0K (-$76.3K)
Filed 2026-10-29
International Assets Investment Management, LLC
INCREASED
Shares5,000 from 4,732
Change+268 (+6%)
Value$505.3K (+$4.4K)
Filed 2026-11-02
ERn Financial, LLC
DECREASED
Shares4,995 from 5,630
Change-635 (-11%)
Value$505.4K (-$101.5K)
Filed 2026-10-28
Hudson Oak Wealth Advisory LLC
INCREASED
Shares4,962 from 4,749
Change+213 (+4%)
Value$502.1K (-$10.0K)
Filed 2026-10-16
Bank of Stockton
UNCHANGED
Shares4,700 from 4,700
Change0 (0%)
Value$475.5K (-$31.2K)
Filed 2026-10-20
Eagle Strategies LLC
INCREASED
Shares4,636 from 4,616
Change+20 (+0%)
Value$469.0K (-$28.6K)
Filed 2026-10-16
Diversify Wealth Management, LLC
DECREASED
Shares4,531 from 4,542
Change-11 (0%)
Value$439.9K (-$20.4K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares4,531 from 4,542
Change-11 (0%)
Value$439.9K (-$20.4K)
Filed 2026-10-20
Old Port Advisors
DECREASED
Shares4,366 from 4,534
Change-168 (-4%)
Value$441.8K (-$47.1K)
Filed 2026-10-23
Independent Wealth Network Inc.
INCREASED
Shares4,344 from 3,499
Change+845 (+24%)
Value$439.5K (+$62.2K)
Filed 2026-10-19
Embree Financial Group
UNCHANGED
Shares4,209 from 4,209
Change0 (0%)
Value$425.9K (-$27.9K)
Filed 2026-10-22
Csenge Advisory Group
DECREASED
Shares4,174 from 4,426
Change-252 (-6%)
Value$422.3K (-$54.9K)
Filed 2026-11-04
Kestra Private Wealth Services, LLC
DECREASED
Shares4,029 from 4,555
Change-526 (-12%)
Value$407.6K (-$83.6K)
Filed 2026-10-30
Frank, Rimerman Advisors LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$404.7K (-$26.6K)
Filed 2026-10-16
MeadowBrook Investment Advisors LLC
DECREASED
Shares3,980 from 4,080
Change-100 (-2%)
Value$378.7K (-$61.2K)
Filed 2026-10-29
CPC Advisors, LLC
UNCHANGED
Shares3,944 from 3,944
Change0 (0%)
Value$399.1K (-$26.2K)
Filed 2026-10-21
Hobart Private Capital, LLC
INCREASED
Shares3,881 from 3,796
Change+85 (+2%)
Value$392.7K (-$16.6K)
Filed 2026-10-19
Mascagni Wealth Management, Inc.
INCREASED
Shares3,806 from 3,804
Change+2 (+0%)
Value$385.1K (-$25.1K)
Filed 2026-10-23
First Heartland Consultants, Inc.
DECREASED
Shares3,794 from 3,849
Change-55 (-1%)
Value$383.9K (-$31.1K)
Filed 2026-10-08
Prime Capital Investment Advisors, LLC
DECREASED
Shares3,733 from 3,929
Change-196 (-5%)
Value$377.7K (-$45.9K)
Filed 2026-10-20
Calamos Wealth Management LLC
UNCHANGED
Shares3,680 from 3,680
Change0 (0%)
Value$372.3K (-$24.4K)
Filed 2026-11-02
Focused Wealth Management, Inc
INCREASED
Shares3,623 from 3,616
Change+7 (+0%)
Value$366.6K (-$23.3K)
Filed 2026-10-30
Acorn Wealth Advisors, LLC
DECREASED
Shares3,574 from 3,643
Change-69 (-2%)
Value$361.7K (-$31.2K)
Filed 2026-10-19
Galvin, Gaustad & Stein, LLC
DECREASED
Shares3,535 from 49,280
Change-45,745 (-93%)
Value$357.7K (-$5.0M)
Filed 2026-10-08
Smith Chas P & Associates PA Cpas
DECREASED
Shares3,492 from 3,763
Change-271 (-7%)
Value$331.9K (-$73.8K)
Filed 2026-10-22
Principle Wealth Partners LLC
UNCHANGED
Shares3,416 from 3,416
Change0 (0%)
Value$345.6K (-$22.7K)
Filed 2026-11-02
Schwallier Wealth Management LLC
INCREASED
Shares3,374 from 3,157
Change+217 (+7%)
Value$341.4K (+$1.0K)
Filed 2026-11-05
Private Trust Co NA
UNCHANGED
Shares3,345 from 3,345
Change0 (0%)
Value$338.4K (-$22.2K)
Filed 2026-10-20
BAM Wealth Management, LLC
INCREASED
Shares3,344 from 1,983
Change+1,361 (+69%)
Value$338.3K (+$124.5K)
Filed 2026-10-15
Breakwater Capital Group
DECREASED
Shares3,206 from 3,210
Change-4 (0%)
Value$324.4K (-$21.7K)
Filed 2026-10-09
CoreCap Advisors, LLC
DECREASED
Shares3,180 from 3,457
Change-277 (-8%)
Value$321.8K (-$51.0K)
Filed 2026-10-08
Burke & Herbert Bank & Trust Co
UNCHANGED
Shares3,105 from 3,105
Change0 (0%)
Value$314.2K (-$20.6K)
Filed 2026-11-02
Urban Wealth Management, LLC
UNCHANGED
Shares2,995 from 2,995
Change0 (0%)
Value$303.0K (-$19.9K)
Filed 2026-10-21
WealthPoint Financial, LLC
INCREASED
Shares2,987 from 2,749
Change+238 (+9%)
Value$302.2K (+$5.8K)
Filed 2026-11-03
Winthrop Advisory Group LLC
UNCHANGED
Shares2,984 from 2,984
Change0 (0%)
Value$301.9K (-$19.8K)
Filed 2026-10-22
Compass Financial Management LLC
INCREASED
Shares2,978 from 54
Change+2,924 (+5415%)
Value$364.9K (+$359.2K)
Filed 2026-10-30
Columbia Advisory Partners LLC
NEW
Shares2,925
Change+2,925
Value$296.0K
Filed 2026-10-15
Bluedoor Private Wealth, LLC
NEW
Shares2,919
Change+2,919
Value$295.3K
Filed 2026-11-05
Fulton Breakefield Broenniman LLC
UNCHANGED
Shares2,860 from 2,860
Change0 (0%)
Value$289.4K (-$19.0K)
Filed 2026-11-03
Instrumental Wealth, LLC
DECREASED
Shares2,536 from 3,036
Change-500 (-16%)
Value$256.6K (-$70.8K)
Filed 2026-10-20
Quad-Cities Investment Group, LLC
DECREASED
Shares2,523 from 2,589
Change-66 (-3%)
Value$255.3K (-$23.8K)
Filed 2026-10-16
Unique Wealth Strategies, LLC
UNCHANGED
Shares2,487 from 2,487
Change0 (0%)
Value$268.1K ($0)
Filed 2026-10-13
Key Client Fiduciary Advisors, LLC
UNCHANGED
Shares2,480 from 2,480
Change0 (0%)
Value$250.9K (-$16.5K)
Filed 2026-10-19
93 Financial Group, LLC
DECREASED
Shares2,386 from 2,804
Change-418 (-15%)
Value$241.4K (-$61.0K)
Filed 2026-10-21
Ascent Group, LLC
DECREASED
Shares2,372 from 2,793
Change-421 (-15%)
Value$240.0K (-$61.1K)
Filed 2026-10-30
TD Waterhouse Canada Inc.
DECREASED
Shares2,347 from 4,299
Change-1,952 (-45%)
Value$237.2K (-$216.9K)
Filed 2026-10-16
Avidian Wealth Enterprises, LLC
DECREASED
Shares2,319 from 10,141
Change-7,822 (-77%)
Value$234.6K (-$858.7K)
Filed 2026-10-08
Citizens Financial Group Inc
UNCHANGED
Shares2,317 from 2,317
Change0 (0%)
Value$234.4K (-$15.4K)
Filed 2026-10-23
EverSource Wealth Advisors, LLC
DECREASED
Shares2,291 from 3,576
Change-1,285 (-36%)
Value$231.8K (-$153.8K)
Filed 2026-11-04
Investment House LLC
UNCHANGED
Shares2,285 from 2,285
Change0 (0%)
Value$231.2K (-$15.2K)
Filed 2026-10-21
Rossby Financial, LCC
DECREASED
Shares2,275 from 3,789
Change-1,514 (-40%)
Value$230.2K (-$157.8K)
Filed 2026-11-05
Synergy Asset Management, LLC
NEW
Shares2,246
Change+2,246
Value$227.3K
Filed 2026-11-05
Belvedere Trading LLC
INCREASED
Shares2,236 from 1,083
Change+1,153 (+106%)
Value$226.2K (+$109.5K)
Filed 2026-11-05
Sage Rhino Capital LLC
DECREASED
Shares2,160 from 2,909
Change-749 (-26%)
Value$218.5K (-$95.1K)
Filed 2026-10-28
Trust Co of Oklahoma
UNCHANGED
Shares2,154 from 2,154
Change0 (0%)
Value$217.9K (-$14.3K)
Filed 2026-10-15
Global View Capital Management LLC
INCREASED
Shares2,111 from 2,079
Change+32 (+2%)
Value$213.6K (-$10.6K)
Filed 2026-10-28
Americana Partners, LLC
UNCHANGED
Shares2,097 from 2,097
Change0 (0%)
Value$212.2K (-$13.9K)
Filed 2026-10-28
SeaCrest Wealth Management, LLC
INCREASED
Shares2,076 from 2,074
Change+2 (+0%)
Value$210.0K (-$13.6K)
Filed 2026-10-21
Huntleigh Advisors, Inc.
INCREASED
Shares2,022 from 2,021
Change+1 (+0%)
Value$204.7K (-$13.3K)
Filed 2026-11-03
Capital Investment Advisors, LLC
UNCHANGED
Shares2,014 from 2,014
Change0 (0%)
Value$203.8K (-$13.3K)
Filed 2026-10-22
Patton Albertson Miller Group, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$202.4K (-$13.3K)
Filed 2026-10-26
Bokf, NA
UNCHANGED
Shares1,810 from 1,810
Change0 (0%)
Value$183.1K (-$12.0K)
Filed 2026-10-27
Capital Investment Advisory Services, LLC
DECREASED
Shares1,800 from 1,900
Change-100 (-5%)
Value$182.1K (-$22.7K)
Filed 2026-10-30
Blue Trust, Inc.
UNCHANGED
Shares1,608 from 1,608
Change0 (0%)
Value$162.7K (-$10.7K)
Filed 2026-10-15
GK Wealth Management LLC
NEW
Shares1,509
Change+1,509
Value$152.6K
Filed 2026-10-09
Eastern Bank
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$151.8K (-$10.0K)
Filed 2026-10-05
Hazlett, Burt & Watson, Inc.
INCREASED
Shares1,437 from 1,434
Change+3 (+0%)
Value$145 (-$40.0K)
Filed 2026-11-04
Hughes Financial Services, LLC
UNCHANGED
Shares1,427 from 1,427
Change0 (0%)
Value$137.8K (-$16.0K)
Filed 2026-10-30
CX Institutional
DECREASED
Shares1,373 from 1,393
Change-20 (-1%)
Value$139 (-$11)
Filed 2026-10-02
United Community Bank
DECREASED
Shares1,327 from 1,357
Change-30 (-2%)
Value$134.3K (-$12.0K)
Filed 2026-10-28
Cullen T Bankers, Inc.
DECREASED
Shares1,277 from 1,324
Change-47 (-4%)
Value$129.2K (-$13.5K)
Filed 2026-10-28
Oakworth Capital, Inc.
UNCHANGED
Shares1,196 from 1,196
Change0 (0%)
Value$121.0K (-$7.9K)
Filed 2026-10-26
EPG Wealth Management LLC
UNCHANGED
Shares1,088 from 1,088
Change0 (0%)
Value$110.1K (-$7.2K)
Filed 2026-11-03
Main Street Group, LTD
DECREASED
Shares1,033 from 1,067
Change-34 (-3%)
Value$104.5K (-$10.6K)
Filed 2026-10-28
Arlington Trust Co LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$101.2K (-$6.6K)
Filed 2026-10-20
Bullock Wealth Management Group
INCREASED
Shares949 from 946
Change+3 (+0%)
Value$95.9K (-$4.2K)
Filed 2026-10-09
SBI Securities Co., Ltd.
INCREASED
Shares933 from 931
Change+2 (+0%)
Value$94.4K (-$6.0K)
Filed 2026-10-22
Highline Wealth Partners LLC
UNCHANGED
Shares894 from 894
Change0 (0%)
Value$90.5K (-$5.9K)
Filed 2026-10-19
Reyes Financial Architecture, Inc.
DECREASED
Shares862 from 2,370
Change-1,508 (-64%)
Value$87.2K (-$168.3K)
Filed 2026-10-22
Phillips Financial Management, LLC
UNCHANGED
Shares814 from 814
Change0 (0%)
Value$82.4K (-$5.4K)
Filed 2026-10-19
First Community Trust NA
NEW
Shares813
Change+813
Value$82.3K
Filed 2026-10-07
Lloyd Advisory Services, Llc.
INCREASED
Shares768 from 717
Change+51 (+7%)
Value$77.7K (+$348)
Filed 2026-11-02
Harbor Investment Advisory, LLC
INCREASED
Shares722 from 594
Change+128 (+22%)
Value$73.1K (+$9.0K)
Filed 2026-10-13
Tompkins Financial Corp
UNCHANGED
Shares658 from 658
Change0 (0%)
Value$66.6K (-$4.4K)
Filed 2026-10-05
Robbins Farley
INCREASED
Shares654 from 651
Change+3 (+0%)
Value$66.2K (-$4.0K)
Filed 2026-10-21
American National Bank & Trust
UNCHANGED
Shares645 from 645
Change0 (0%)
Value$65.3K (-$4.3K)
Filed 2026-10-07
Root Financial Partners, LLC
NEW
Shares627
Change+627
Value$63.4K
Filed 2026-10-21
Bayban
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$64.7K ($0)
Filed 2026-11-05
Independence Bank of Kentucky
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$60.7K (-$4.0K)
Filed 2026-10-26
Creative Financial Designs Inc
INCREASED
Shares570 from 267
Change+303 (+113%)
Value$57.7K (+$28.9K)
Filed 2026-11-04
Financial Network Wealth Advisors LLC
UNCHANGED
Shares570 from 570
Change0 (0%)
Value$57.7K (-$3.8K)
Filed 2026-10-28
Sage Mountain Advisors LLC
UNCHANGED
Shares569 from 569
Change0 (0%)
Value$57.6K (-$3.8K)
Filed 2026-11-02
Roxbury Financial LLC
INCREASED
Shares557 from 556
Change+1 (+0%)
Value$56.4K (-$3.6K)
Filed 2026-10-01
Kroeger Financial Partners
UNCHANGED
Shares536 from 536
Change0 (0%)
Value$54.2K (-$3.6K)
Filed 2026-10-19
James T. Borello RIA
UNCHANGED
Shares518 from 518
Change0 (0%)
Value$52.4K (-$3.4K)
Filed 2026-10-16
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares492 from 862
Change-370 (-43%)
Value$49.8K (-$43.2K)
Filed 2026-10-07
Caldwell Trust Co
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$40.5K (-$2.7K)
Filed 2026-10-30
Mather Group, Llc.
UNCHANGED
Shares383 from 383
Change0 (0%)
Value$38.8K (-$2.5K)
Filed 2026-10-14
Plante Moran Financial Advisors, LLC
NEW
Shares340
Change+340
Value$34.4K
Filed 2026-11-04
First Pacific Financial
INCREASED
Shares333 from 332
Change+1 (+0%)
Value$33.7K (-$2.2K)
Filed 2026-10-14
Cassaday & Co Wealth Management LLC
NEW
Shares289
Change+289
Value$29.2K
Filed 2026-10-27
High Point Wealth Management, LLC
INCREASED
Shares289 from 288
Change+1 (+0%)
Value$29.2K (-$1.8K)
Filed 2026-11-05
Center for Financial Planning, Inc.
UNCHANGED
Shares284 from 284
Change0 (0%)
Value$28.7K (-$1.9K)
Filed 2026-10-26
Tradewinds Capital Management, LLC
UNCHANGED
Shares274 from 274
Change0 (0%)
Value$27.7K (-$1.8K)
Filed 2026-10-23
First Premier Bank
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$25 (-$2)
Filed 2026-10-13
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares242 from 117
Change+125 (+107%)
Value$24.5K (+$11.9K)
Filed 2026-10-27
Parallel Advisors, LLC
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$24.3K (-$1.6K)
Filed 2026-11-03
Gamma Investing LLC
NEW
Shares221
Change+221
Value$22.4K
Filed 2026-10-08
Country Trust Bank
DECREASED
Shares208 from 324
Change-116 (-36%)
Value$21.0K (-$13.9K)
Filed 2026-10-30
Gables Capital Management Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$20.2K (-$1.3K)
Filed 2026-11-04
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares170 from 170
Change0 (0%)
Value$17.2K (-$1.1K)
Filed 2026-11-03
Silver Grove Financial Group, Inc.
UNCHANGED
Shares164 from 164
Change0 (0%)
Value$16.6K (-$1.1K)
Filed 2026-11-05
Pflug Koory, LLC
UNCHANGED
Shares151 from 151
Change0 (0%)
Value$15.3K (-$969)
Filed 2026-10-26
Clayton Financial Group LLC
NEW
Shares148
Change+148
Value$15.0K
Filed 2026-10-13
Triumph Capital Management
INCREASED
Shares143 from 50
Change+93 (+186%)
Value$14.5K (+$9.1K)
Filed 2026-10-14
Kingdom Financial Group Llc.
DECREASED
Shares140 from 339
Change-199 (-59%)
Value$14.1K (-$22.5K)
Filed 2026-11-04
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$11.8K (-$598)
Filed 2026-10-01
Syntax Research, Inc.
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$11.6K (-$764)
Filed 2026-11-04
Ascentis Independent Advisors
NEW
Shares110
Change+110
Value$11.1K
Filed 2026-11-03
1620 Investment Advisors, Inc.
UNCHANGED
Shares97 from 97
Change0 (0%)
Value$9.8K (-$645)
Filed 2026-11-04
Sunrise Financial Services, LLC
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$8.4K (-$551)
Filed 2026-10-21
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$8.1K (-$531)
Filed 2026-10-15
Lodestone Wealth Management LLC
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$7.7K (-$471)
Filed 2026-10-14
Monetary Solutions, Ltd
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$7.6K (-$498)
Filed 2026-10-22
Barrett & Company, Inc.
UNCHANGED
Shares67 from 67
Change0 (0%)
Value$6.8K (-$445)
Filed 2026-10-22
Global Trust Asset Management, LLC
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$5.6K (-$365)
Filed 2026-10-19
Buck Wealth Strategies, LLC
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$5.3K (-$346)
Filed 2026-10-28
Grove Bank & Trust
DECREASED
Shares49 from 200
Change-151 (-75%)
Value$5.0K (-$16.6K)
Filed 2026-10-08
Nfsg Corp
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$3.9K (-$240)
Filed 2026-10-15
Latitude Advisors, LLC
NEW
Shares38
Change+38
Value$3.9K
Filed 2026-10-27
Gen-Wealth Partners Inc
DECREASED
Shares32 from 130
Change-98 (-75%)
Value$3.2K (-$10.8K)
Filed 2026-11-04
Foresight Capital Management Advisors, Inc.
NEW
Shares25
Change+25
Value$2.5K
Filed 2026-10-27
Manchester Capital Management LLC
DECREASED
Shares10 from 71
Change-61 (-86%)
Value$1.0K (-$6.6K)
Filed 2026-10-22
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$102 (-$6)
Filed 2026-10-23
Cooper Capital Advisors LLC
CLOSED
Shares0 from 62,491
Change-62,491 (-100%)
Value$0 (-$6.7M)
Filed 2026-10-29
Lake Hills Wealth Management, LLC
CLOSED
Shares0 from 24,072
Change-24,072 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-07
Ignite Planners, LLC
CLOSED
Shares0 from 16,700
Change-16,700 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-14
VestGen Advisors, LLC
CLOSED
Shares0 from 13,241
Change-13,241 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-27
Three Magnolias Financial Advisors, LLC
CLOSED
Shares0 from 3,280
Change-3,280 (-100%)
Value$0 (-$353.7K)
Filed 2026-10-14
Balefire, LLC
CLOSED
Shares0 from 2,771
Change-2,771 (-100%)
Value$0 (-$298.8K)
Filed 2026-10-09
Meridian Wealth Management, LLC
CLOSED
Shares0 from 2,715
Change-2,715 (-100%)
Value$0 (-$292.8K)
Filed 2026-11-05
Hennion & Walsh Asset Management, Inc.
CLOSED
Shares0 from 2,423
Change-2,423 (-100%)
Value$0 (-$261.2K)
Filed 2026-10-13
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 2,149
Change-2,149 (-100%)
Value$0 (-$231.7K)
Filed 2026-10-21
Portside Wealth Group, LLC
CLOSED
Shares0 from 1,890
Change-1,890 (-100%)
Value$0 (-$203.8K)
Filed 2026-10-20
Alliance Wealth Advisors, LLC
CLOSED
Shares0 from 1,886
Change-1,886 (-100%)
Value$0 (-$203.3K)
Filed 2026-10-28
Strategy Asset Managers LLC
CLOSED
Shares0 from 1,877
Change-1,877 (-100%)
Value$0 (-$202.4K)
Filed 2026-10-14
Pacific Capital Wealth Advisors, Inc.
CLOSED
Shares0 from 1,868
Change-1,868 (-100%)
Value$0 (-$201.4K)
Filed 2026-10-22
Schneider Downs Wealth Management Advisors, LP
CLOSED
Shares0 from 1,859
Change-1,859 (-100%)
Value$0 (-$200.4K)
Filed 2026-10-27
Calder Financial LLC
CLOSED
Shares0 from 1,856
Change-1,856 (-100%)
Value$0 (-$200.2K)
Filed 2026-10-13
MCF Advisors LLC
CLOSED
Shares0 from 1,300
Change-1,300 (-100%)
Value$0 (-$140.2K)
Filed 2026-10-28
AdvisorNet Financial, Inc
CLOSED
Shares0 from 946
Change-946 (-100%)
Value$0 (-$102.0K)
Filed 2026-10-15
Gill Capital Partners, LLC
CLOSED
Shares0 from 930
Change-930 (-100%)
Value$0 (-$100.3K)
Filed 2026-10-13
Union Savings Bank
CLOSED
Shares0 from 764
Change-764 (-100%)
Value$0 (-$82.4K)
Filed 2026-10-14
NBT Bank, N.A.
CLOSED
Shares0 from 374
Change-374 (-100%)
Value$0 (-$40.3K)
Filed 2026-10-21
Solstein Capital, LLC
CLOSED
Shares0 from 240
Change-240 (-100%)
Value$0 (-$25.9K)
Filed 2026-11-02
Simplex Trading, LLC
CLOSED
Shares0 from 102
Change-102 (-100%)
Value$0 (-$11.0K)
Filed 2026-11-04
Realta Investment Advisors
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$10.8K)
Filed 2026-10-14
Networth Advisors, LLC
CLOSED
Shares0 from 66
Change-66 (-100%)
Value$0 (-$7.1K)
Filed 2026-11-03
Asset Dedication, LLC
CLOSED
Shares0 from 33
Change-33 (-100%)
Value$0 (-$3.6K)
Filed 2026-11-03
Angeles Wealth Management, LLC
CLOSED
Shares0 from 28
Change-28 (-100%)
Value$0 (-$3.0K)
Filed 2026-10-26
Davis Capital Management
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-08
Cornerstone Planning Group LLC
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$1.0K)
Filed 2026-10-16
Financial Management Professionals, Inc.
DECREASED
Shares0 from 430
Change-430 (-100%)
Value$8 (-$46.3K)
Filed 2026-10-23
Horizon Financial Services, LLC
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-04
Bank of America Corp
N/A
Shares— from 2,588,077
Change-2,588,077 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 2,004,950
Change-2,004,950 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,628,253
Change-1,628,253 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,524,239
Change-1,524,239 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,496,947
Change-1,496,947 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,274,155
Change-1,274,155 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 1,231,810
Change-1,231,810 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,215,879
Change-1,215,879 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 813,427
Change-813,427 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 736,701
Change-736,701 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 684,479
Change-684,479 (-100%)
Value—
UBS Group AG
N/A
Shares— from 489,822
Change-489,822 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 422,729
Change-422,729 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 389,739
Change-389,739 (-100%)
Value—
One Wealth Map LLC
N/A
Shares— from 388,508
Change-388,508 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 354,204
Change-354,204 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 272,048
Change-272,048 (-100%)
Value—
Potomac Fund Management Inc
N/A
Shares— from 257,100
Change-257,100 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 246,300
Change-246,300 (-100%)
Value—
River Wealth Advisors LLC
N/A
Shares— from 238,819
Change-238,819 (-100%)
Value—
FIL Ltd
N/A
Shares— from 221,301
Change-221,301 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 206,138
Change-206,138 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 205,995
Change-205,995 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 197,512
Change-197,512 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 195,723
Change-195,723 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 185,314
Change-185,314 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 170,089
Change-170,089 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 167,842
Change-167,842 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 160,012
Change-160,012 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 158,314
Change-158,314 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 145,164
Change-145,164 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 130,601
Change-130,601 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 123,700
Change-123,700 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 121,472
Change-121,472 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 117,874
Change-117,874 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 112,862
Change-112,862 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 93,235
Change-93,235 (-100%)
Value—
Anderson Financial Strategies, LLC
N/A
Shares— from 91,417
Change-91,417 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 87,800
Change-87,800 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 87,183
Change-87,183 (-100%)
Value—
Advisors Preferred, LLC
N/A
Shares— from 83,103
Change-83,103 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 79,482
Change-79,482 (-100%)
Value—
NorthCoast Asset Management LLC
N/A
Shares— from 75,853
Change-75,853 (-100%)
Value—
WIN Advisors, Inc
N/A
Shares— from 74,914
Change-74,914 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 74,053
Change-74,053 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 72,474
Change-72,474 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 70,636
Change-70,636 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 69,628
Change-69,628 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 68,652
Change-68,652 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 68,474
Change-68,474 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 67,355
Change-67,355 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 62,798
Change-62,798 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 61,032
Change-61,032 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 60,443
Change-60,443 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 56,264
Change-56,264 (-100%)
Value—
Guardian Capital, LLC
N/A
Shares— from 54,212
Change-54,212 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 53,234
Change-53,234 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 53,167
Change-53,167 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 51,420
Change-51,420 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 50,490
Change-50,490 (-100%)
Value—
Chesapeake Capital Corp
N/A
Shares— from 46,441
Change-46,441 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 46,441
Change-46,441 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 44,282
Change-44,282 (-100%)
Value—
Prudential PLC
N/A
Shares— from 42,790
Change-42,790 (-100%)
Value—
CIM, LLC
N/A
Shares— from 42,656
Change-42,656 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 40,267
Change-40,267 (-100%)
Value—
EFG International AG
N/A
Shares— from 39,742
Change-39,742 (-100%)
Value—
Emissary Wealth LLC
N/A
Shares— from 36,502
Change-36,502 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 35,303
Change-35,303 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 33,718
Change-33,718 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 32,411
Change-32,411 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 32,208
Change-32,208 (-100%)
Value—
Strategic Financial Partners, Ltd.
N/A
Shares— from 31,418
Change-31,418 (-100%)
Value—
Mount Lucas Management LP
N/A
Shares— from 30,600
Change-30,600 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 30,132
Change-30,132 (-100%)
Value—
Talon Private Wealth, LLC
N/A
Shares— from 29,986
Change-29,986 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 29,967
Change-29,967 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 29,693
Change-29,693 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 29,627
Change-29,627 (-100%)
Value—
Private Advisory Group LLC
N/A
Shares— from 29,182
Change-29,182 (-100%)
Value—
Elequin Capital, LP
N/A
Shares— from 26,815
Change-26,815 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 25,910
Change-25,910 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 25,584
Change-25,584 (-100%)
Value—
Blair William & Co
N/A
Shares— from 23,729
Change-23,729 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 23,670
Change-23,670 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 23,446
Change-23,446 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 22,450
Change-22,450 (-100%)
Value—
Bluefin Capital Management, LLC
N/A
Shares— from 21,845
Change-21,845 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 21,609
Change-21,609 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 20,972
Change-20,972 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 20,690
Change-20,690 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 20,651
Change-20,651 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 20,550
Change-20,550 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 20,371
Change-20,371 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 20,053
Change-20,053 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 19,488
Change-19,488 (-100%)
Value—
Ibex Wealth Advisors
N/A
Shares— from 19,289
Change-19,289 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 19,237
Change-19,237 (-100%)
Value—
Rosenblum Silverman Sutton S F Inc
N/A
Shares— from 19,093
Change-19,093 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 18,789
Change-18,789 (-100%)
Value—
FMR LLC
N/A
Shares— from 17,724
Change-17,724 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 17,075
Change-17,075 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 16,302
Change-16,302 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 15,915
Change-15,915 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 14,825
Change-14,825 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 14,647
Change-14,647 (-100%)
Value—
&partners
N/A
Shares— from 14,621
Change-14,621 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 14,272
Change-14,272 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 13,918
Change-13,918 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 13,869
Change-13,869 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 13,753
Change-13,753 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 12,911
Change-12,911 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 12,357
Change-12,357 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 11,355
Change-11,355 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 11,087
Change-11,087 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 11,006
Change-11,006 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 10,769
Change-10,769 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 10,725
Change-10,725 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 10,682
Change-10,682 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 10,652
Change-10,652 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 10,531
Change-10,531 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 10,407
Change-10,407 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 10,292
Change-10,292 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 10,258
Change-10,258 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 9,861
Change-9,861 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 9,761
Change-9,761 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 9,544
Change-9,544 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 9,102
Change-9,102 (-100%)
Value—
Reyl & Cie S.A.
N/A
Shares— from 8,830
Change-8,830 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 8,455
Change-8,455 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 8,449
Change-8,449 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 8,407
Change-8,407 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 8,361
Change-8,361 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 8,275
Change-8,275 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 8,241
Change-8,241 (-100%)
Value—
Stephens Inc
N/A
Shares— from 7,925
Change-7,925 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 7,728
Change-7,728 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 7,670
Change-7,670 (-100%)
Value—
Capital Advisors Inc
N/A
Shares— from 7,645
Change-7,645 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 7,487
Change-7,487 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 7,375
Change-7,375 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 7,088
Change-7,088 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 7,053
Change-7,053 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 7,007
Change-7,007 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 6,772
Change-6,772 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 6,754
Change-6,754 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 6,739
Change-6,739 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 6,600
Change-6,600 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 6,550
Change-6,550 (-100%)
Value—
Hyundai Investments Co., Ltd.
N/A
Shares— from 6,405
Change-6,405 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 6,088
Change-6,088 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 5,783
Change-5,783 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 5,714
Change-5,714 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 5,289
Change-5,289 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 5,267
Change-5,267 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 5,100
Change-5,100 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 4,955
Change-4,955 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 4,949
Change-4,949 (-100%)
Value—
Betterment LLC
N/A
Shares— from 4,906
Change-4,906 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 4,835
Change-4,835 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 4,571
Change-4,571 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 4,516
Change-4,516 (-100%)
Value—
Duncan Williams Asset Management, LLC
N/A
Shares— from 4,467
Change-4,467 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 4,423
Change-4,423 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 4,352
Change-4,352 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 4,174
Change-4,174 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 4,113
Change-4,113 (-100%)
Value—
Simmons Bank
N/A
Shares— from 4,090
Change-4,090 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 4,079
Change-4,079 (-100%)
Value—
Seldon Capital LP
N/A
Shares— from 4,068
Change-4,068 (-100%)
Value—
Dorsey Wright & Associates
N/A
Shares— from 4,048
Change-4,048 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 3,958
Change-3,958 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 3,838
Change-3,838 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 3,749
Change-3,749 (-100%)
Value—
Personal CFO Solutions, LLC
N/A
Shares— from 3,620
Change-3,620 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 3,618
Change-3,618 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,553
Change-3,553 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 3,510
Change-3,510 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 3,370
Change-3,370 (-100%)
Value—
Commerce Bank
N/A
Shares— from 3,368
Change-3,368 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 3,306
Change-3,306 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 3,297
Change-3,297 (-100%)
Value—
Invst, LLC
N/A
Shares— from 3,164
Change-3,164 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 2,992
Change-2,992 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 2,961
Change-2,961 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 2,934
Change-2,934 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 2,928
Change-2,928 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 2,926
Change-2,926 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 2,842
Change-2,842 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 2,798
Change-2,798 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 2,787
Change-2,787 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 2,750
Change-2,750 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 2,746
Change-2,746 (-100%)
Value—
M. Kulyk & Associates, LLC
N/A
Shares— from 2,674
Change-2,674 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 2,597
Change-2,597 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 2,498
Change-2,498 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 2,477
Change-2,477 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 2,411
Change-2,411 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 2,410
Change-2,410 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 2,381
Change-2,381 (-100%)
Value—
Triton Financial Group Inc
N/A
Shares— from 2,379
Change-2,379 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 2,373
Change-2,373 (-100%)
Value—
Gabelli & Co Investment Advisers, Inc.
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 2,214
Change-2,214 (-100%)
Value—
Lavaca Capital LLC
N/A
Shares— from 2,169
Change-2,169 (-100%)
Value—
Klingenstein Fields & Co LP
N/A
Shares— from 2,165
Change-2,165 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 2,140
Change-2,140 (-100%)
Value—
Old North State Trust, LLC
N/A
Shares— from 2,138
Change-2,138 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 2,125
Change-2,125 (-100%)
Value—
PMG Wealth Management, Inc.
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
BTS Asset Management, Inc.
N/A
Shares— from 2,039
Change-2,039 (-100%)
Value—
Port Capital LLC
N/A
Shares— from 2,025
Change-2,025 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 2,020
Change-2,020 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 2,017
Change-2,017 (-100%)
Value—
Boston Research & Management Inc
N/A
Shares— from 2,009
Change-2,009 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 2,003
Change-2,003 (-100%)
Value—
MorganRosel Wealth Management, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 1,935
Change-1,935 (-100%)
Value—
Navellier & Associates Inc
N/A
Shares— from 1,901
Change-1,901 (-100%)
Value—
Evercore Wealth Management, LLC
N/A
Shares— from 1,882
Change-1,882 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 1,843
Change-1,843 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 1,697
Change-1,697 (-100%)
Value—
10Elms LLP
N/A
Shares— from 1,551
Change-1,551 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 1,337
Change-1,337 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,305
Change-1,305 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,284
Change-1,284 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 977
Change-977 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 939
Change-939 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 935
Change-935 (-100%)
Value—
BlueCrest Capital Management Ltd
N/A
Shares— from 926
Change-926 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 909
Change-909 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 700
Change-700 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 550
Change-550 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 544
Change-544 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 540
Change-540 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 539
Change-539 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 535
Change-535 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 503
Change-503 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 480
Change-480 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 429
Change-429 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 426
Change-426 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 416
Change-416 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 325
Change-325 (-100%)
Value—
Benson Wealth Management Inc
N/A
Shares— from 304
Change-304 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 225
Change-225 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 210
Change-210 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 199
Change-199 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 198
Change-198 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 188
Change-188 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 160
Change-160 (-100%)
Value—
Boyd Watterson Asset Management LLC
N/A
Shares— from 145
Change-145 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 139
Change-139 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 139
Change-139 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 107
Change-107 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 87
Change-87 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 6
Change-6 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2
Change-2 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 0
Change0
Value—
Status
Howard Capital Management, LLC
INCREASED2,020,0001,993,096+26,904+1%$214.9M$204.4M-$10.5M2026-10-16
Delta Capital Management LLC
UNCHANGED1,186,0001,186,00000%$1.3K$1.2K-$792026-10-16
Assetmark, Inc
DECREASED727,115743,030-15,915-2%$80.1M$73.6M-$6.5M2026-10-21
Goodman Advisory Group, LLC
INCREASED526,504526,030+474+0%$56.7M$53.3M-$3.4M2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED248,055285,367-37,312-13%$30.8M$25.1K-$30.7M2026-11-02
New York Life Investment Management LLC
DECREASED227,805365,834-138,029-38%$39.4M$23.0M-$16.4M2026-11-04
Commonwealth Equity Services, LLC
INCREASED210,732210,502+230+0%$22.7M$21.3M-$1.4M2026-11-02
Truist Financial Corp
INCREASED185,941183,756+2,185+1%$19.8M$18.8M-$999.1K2026-10-30
XML Financial, LLC
DECREASED180,048181,451-1,403-1%$19.6M$18.2M-$1.3M2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED177,868173,886+3,982+2%$18.3M$17.8M-$495.2K2026-10-13
Waldron Private Wealth LLC
DECREASED155,485167,023-11,538-7%$18.0M$15.7M-$2.3M2026-11-02
Lifestyle Asset Management, Inc.
INCREASED143,524137,965+5,559+4%$14.9M$14.5M-$353.6K2026-10-20
AMG National Trust Bank
INCREASED142,778133,948+8,830+7%$14.4M$14.4M+$4.0K2026-11-05
Aegis Wealth Management, Inc.
INCREASED131,985121,883+10,102+8%$13.1M$13.4M+$212.8K2026-10-26
Oppenheimer & Co Inc
DECREASED129,093129,764-671-1%$14.0M$13.1M-$929.5K2026-10-26
Modera Wealth Management, LLC
DECREASED128,877130,573-1,696-1%$14.1M$13.0M-$1.0M2026-10-28
Financial & Tax Architects, LLC
INCREASED117,407107,263+10,144+9%$11.6M$11.9M+$314.2K2026-10-15
Oppenheimer Asset Management Inc.
INCREASED115,540112,765+2,775+2%$12.2M$11.7M-$468.0K2026-10-27
William Mack & Associates, Inc.
DECREASED101,851119,630-17,779-15%$12.9M$10.3M-$2.6M2026-10-27
Paulson Wealth Management Inc.
DECREASED97,94099,629-1,689-2%$10.7M$9.9M-$832.4K2026-11-02
NTV Asset Management LLC
DECREASED94,43397,663-3,230-3%$10.5M$9.6M-$975.3K2026-10-23
Paladin Partners, LLC
INCREASED90,67388,414+2,259+3%$9.5M$9.2M-$358.6K2026-10-06
Citigroup Inc
INCREASED81,67576,433+5,242+7%$8.2M$8.3M+$22.9K2026-11-04
Spectrum Wealth Advisory Group, LLC
INCREASED80,90328,575+52,328+183%$3.1M$8.2M+$5.1M2026-10-29
Windsor Capital Management, LLC
DECREASED80,69380,797-1040%$8.7M$8.2M-$547.1K2026-10-13
US Bancorp \de\
INCREASED79,23469,683+9,551+14%$7.5M$8.0M+$502.9K2026-11-05
Concurrent Investment Advisors, LLC
INCREASED73,49256,719+16,773+30%$6.1M$7.4M+$1.3M2026-10-16
Discipline Wealth Solutions, LLC
DECREASED72,62872,762-1340%$7.8M$7.3M-$496.7K2026-10-14
Finward Bancorp
INCREASED71,44170,187+1,254+2%$7.6M$7.2M-$339.2K2026-10-14
Baron Financial Group, LLC
DECREASED71,10171,576-475-1%$7.7M$7.2M-$523.3K2026-10-09
Riggs Asset Managment Co. Inc.
INCREASED70,24768,917+1,330+2%$7.4M$7.1M-$323.0K2026-11-05
Florin Court Capital LLP
INCREASED69,69554,395+15,300+28%$5.9M$7.1M+$1.2M2026-11-02
David J Yvars Group
INCREASED69,14165,077+4,064+6%$7.0M$7.0M-$20.8K2026-10-09
Kestra Advisory Services, LLC
INCREASED66,22025,305+40,915+162%$2.7M$6.7M+$4.0M2026-11-02
HMS Capital Management, LLC
DECREASED63,99465,653-1,659-3%$7.1M$6.5M-$603.7K2026-10-20
Indivisible Partners
INCREASED63,43856,752+6,686+12%$6.1M$6.4M+$299.6K2026-10-26
Brindle & Bay Financial Advisors, LLC
INCREASED60,91752,032+8,885+17%$5.6M$6.2M+$553.4K2026-10-15
Creative Planning
INCREASED58,72657,353+1,373+2%$6.2M$5.9M-$242.0K2026-11-02
True Private Wealth Advisors
DECREASED56,89961,307-4,408-7%$6.6M$5.8M-$853.1K2026-10-19
Bank of New York Mellon Corp
DECREASED54,11555,574-1,459-3%$6.0M$5.5M-$516.7K2026-11-05
Sterling Investment Advisors, Ltd.
DECREASED53,33953,987-648-1%$5.8M$5.4M-$424.0K2026-10-27
Sage Capital Management, LLC
INCREASED50,39350,263+130+0%$5.4M$5.1M-$321.0K2026-10-20
Mirae Asset Global Investments Co., Ltd.
DECREASED49,66161,924-12,263-20%$6.7M$5.0M-$1.7M2026-11-03
Confluence Wealth Services, Inc.
INCREASED48,83837,207+11,631+31%$4.0M$4.9M+$929.7K2026-11-05
B. Riley Wealth Advisors, Inc.
INCREASED46,63538,165+8,470+22%$4.1M$4.7M+$629.5K2026-10-13
IFP Advisors, Inc
INCREASED43,65242,853+799+2%$4.6M$4.4M-$203.7K2026-10-16
Wesbanco Bank Inc
DECREASED43,41545,740-2,325-5%$4.9M$4.4M-$539.0K2026-11-04
Chicago Partners Investment Group LLC
DECREASED42,90642,986-800%$4.4M$4.1M-$352.4K2026-10-27
Nilsine Partners, LLC
INCREASED39,02638,128+898+2%$4.1M$3.9M-$162.3K2026-11-02
Sentinel Advisory Group, LLC
INCREASED37,25936,163+1,096+3%$3.9M$3.8M-$129.2K2026-10-20
HF Advisory Group, LLC
INCREASED36,34434,791+1,553+4%$3.8M$3.7M-$73.9K2026-10-09
Midwest Professional Planners, Ltd.
DECREASED35,88137,666-1,785-5%$4.1M$3.6M-$430.7K2026-10-29
Aletheian Wealth Advisors LLC
INCREASED35,61233,296+2,316+7%$3.6M$3.6M+$13.2K2026-10-08
Optivise Advisory Services LLC
DECREASED34,67036,172-1,502-4%$3.9M$3.5M-$392.1K2026-10-19
Mosley Wealth Management
INCREASED32,74331,376+1,367+4%$3.4M$3.2M-$204.0K2026-10-16
J.W. Cole Advisors, Inc.
DECREASED32,36633,160-794-2%$3.6M$3.3M-$300.5K2026-11-05
McAdam, LLC
DECREASED31,81832,612-794-2%$3.5M$3.2M-$296.9K2026-10-21
Elevation Capital Advisory, LLC
DECREASED31,72851,236-19,508-38%$5.5M$3.2M-$2.3M2026-10-29
Powell Investment Advisors, LLC
INCREASED30,42330,317+106+0%$3.3M$3.1M-$190.5K2026-10-22
Thrivent Financial for Lutherans
INCREASED29,44425,873+3,571+14%$2.8M$3.0K-$2.8M2026-11-05
Focus Financial Network, Inc.
DECREASED28,91929,584-665-2%$3.2M$2.9M-$263.7K2026-10-14
Graetz Wealth LLC
DECREASED28,66133,213-4,552-14%$3.6M$2.9M-$681.1K2026-10-27
Focus Wealth Advisors, LLC
DECREASED28,66128,928-267-1%$3.1M$2.9M-$219.1K2026-10-14
Sowell Financial Services LLC
INCREASED25,92925,063+866+3%$2.7M$2.6M-$78.8K2026-10-23
AXS Investments LLC
INCREASED24,45516,025+8,430+53%$1.7M$2.5M+$746.5K2026-11-04
Kingswood Wealth Advisors, LLC
DECREASED23,79830,368-6,570-22%$3.3M$2.4M-$866.4K2026-10-23
Farther Finance Advisors, LLC
INCREASED23,11611,523+11,593+101%$1.2M$2.3M+$1.1M2026-10-08
Prospera Financial Services Inc
DECREASED22,76923,100-331-1%$2.5M$2.2M-$333.8K2026-11-04
Simplicity Wealth,LLC
INCREASED22,72021,857+863+4%$2.4M$2.3M-$57.9K2026-10-23
Howard Wealth Management, LLC
DECREASED22,62722,921-294-1%$2.5M$2.3M-$181.9K2026-10-28
Brookstone Capital Management
DECREASED22,55024,535-1,985-8%$2.6M$2.3M-$363.8K2026-10-22
Montecito Bank & Trust
INCREASED20,97820,954+24+0%$2.3M$2.1M-$136.7K2026-10-01
Tucker Asset Management LLC
INCREASED20,90718,295+2,612+14%$2.0M$2.1M+$142.8K2026-10-29
Burns J W & Co Inc
DECREASED20,87021,088-218-1%$2.3M$2.1M-$162.1K2026-10-20
SkyOak Wealth, LLC
DECREASED20,34320,578-235-1%$2.2M$2.1M-$160.4K2026-10-28
Atria Investments, Inc
DECREASED19,93120,526-595-3%$2.2M$2.0M-$196.5K2026-10-15
Thrive Capital Management, LLC
DECREASED19,73827,730-7,992-29%$3.0M$2.0M-$992.7K2026-10-28
Flagstar Securities, Inc
INCREASED18,74416,720+2,024+12%$1.8M$1.9M+$93.7K2026-10-15
Schaper Benz & Wise Investment Counsel Inc
UNCHANGED18,74318,74300%$2.0M$1.9M-$124.5K2026-10-09
Park Edge Advisors, LLC
NEW18,562—+18,562——$1.9M—2026-10-28
MGO One Seven LLC
INCREASED18,12418,023+101+1%$1.9M$1.8M-$109.4K2026-10-28
Manske Wealth Management
INCREASED17,85817,638+220+1%$1.9M$1.8M-$94.8K2026-10-26
New England Private Wealth Advisors LLC
INCREASED17,59017,528+62+0%$1.8M$1.8M+$9382026-10-19
ARK & TLK Investments, LLC
UNCHANGED16,48016,48000%$1.8M$1.7M-$109.4K2026-10-20
Farrell Financial LLC
INCREASED16,06615,981+85+1%$1.7M$1.6M-$97.6K2026-10-16
Nvwm, LLC
INCREASED15,78614,431+1,355+9%$1.6M$1.6M+$41.3K2026-10-14
Independent Financial Group, LLC
DECREASED15,41115,544-133-1%$1.7M$1.6M-$116.6K2026-10-13
Brighton Jones LLC
INCREASED15,24414,950+294+2%$1.6M$1.5M-$69.5K2026-11-03
Lido Advisors, LLC
INCREASED15,2258,345+6,880+82%$899.8K$1.5M+$640.7K2026-11-04
Yorktown Management & Research Co Inc
DECREASED15,00020,000-5,000-25%$2.2M$1.5M-$638.7K2026-10-28
LFA - Lugano Financial Advisors SA
UNCHANGED14,65114,65100%$1.6M$1.5M-$97.3K2026-11-03
Kingsbury Capital Investment Advisors LLC
DECREASED14,61014,647-370%$1.6M$1.5M-$101.0K2026-10-20
Capital City Trust Co
UNCHANGED14,53314,53300%$1.6M$1.5M-$96.5K2026-10-22
Worth Asset Management, LLC
DECREASED14,31717,086-2,769-16%$1.8M$1.4M-$393.6K2026-10-07
Gilpin Wealth Management, LLC
DECREASED13,90814,228-320-2%$1.5M$1.4M-$126.9K2026-10-09
Legacy Capital Wealth Partners, LLC
DECREASED13,89114,037-146-1%$1.5M$1.4M-$108.0K2026-10-21
BridgePort Financial Solutions, LLC
INCREASED13,40012,129+1,271+10%$1.3M$1.4M+$48.1K2026-11-02
Elevation Point Wealth Partners, LLC
UNCHANGED13,22413,22400%$1.4M$1.3M-$87.8K2026-11-05
Guardian Asset Advisors, LLC
INCREASED13,06412,615+449+4%$1.4M$1.3M-$38.6K2026-10-16
Investment Management Trust, LLC
DECREASED12,50312,948-445-3%$1.4M$1.3M-$131.0K2026-11-05
Nabity-Jensen Investment Management Inc
UNCHANGED12,48812,48800%$1.3M$1.3M-$82.9K2026-10-23
Stablepoint Partners, LLC
INCREASED12,27710,072+2,205+22%$1.1M$1.2M+$156.2K2026-11-03
Pension & Wealth Management Advisors, Inc.
DECREASED12,18412,764-580-5%$1.4M$1.2M-$143.4K2026-10-16
Kraematon Investment Advisors, Inc
INCREASED12,16112,129+32+0%$1.3M$1.2M-$77.2K2026-11-02
Arrow Investment Advisors, LLC
UNCHANGED12,12312,12300%$1.3M$1.2M-$80.5K2026-11-02
Herold Advisors, Inc.
UNCHANGED11,92511,92500%$1.3M$1.2M-$80.4K2026-10-19
Patten Group, Inc.
UNCHANGED11,87411,87400%$1.3M$1.2M-$78.8K2026-10-26
Insight Wealth Strategies, LLC
INCREASED11,56611,550+16+0%$1.2M$1.2M-$52.3K2026-10-09
Investors Research Corp
DECREASED11,54612,516-970-8%$1.3M$1.2M-$181.3K2026-10-07
HB Wealth Management, LLC
INCREASED10,81410,414+400+4%$1.1M$1.1M-$28.7K2026-10-23
Cottonwood Capital Advisors, LLC
DECREASED10,73010,753-230%$1.2M$1.1M-$73.7K2026-10-20
Occidental Asset Management, LLC
UNCHANGED10,70610,70600%$1.2M$1.1M-$71.1K2026-11-05
Clear Creek Financial Management, LLC
DECREASED10,52219,461-8,939-46%$2.1M$1.1M-$1.0M2026-10-28
Daymark Wealth Partners, LLC
INCREASED10,4939,884+609+6%$1.1M$1.1M-$4.0K2026-11-04
Signal Advisors Wealth, LLC
INCREASED10,3637,089+3,274+46%$764.3K$1.0M+$284.2K2026-10-13
Sigma Planning Corp
DECREASED10,36210,498-136-1%$1.1M$1.0M-$83.5K2026-10-23
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED10,2408,356+1,884+23%$901.0K$1.0M+$135.2K2026-10-14
Targeted Financial Services LLC
UNCHANGED10,24010,24000%$1.1M$1.0M-$68.0K2026-10-19
Towerpoint Wealth, LLC
DECREASED9,97010,210-240-2%$1.1M$1.0M-$92.0K2026-10-13
Moneco Advisors, LLC
DECREASED9,7699,794-250%$1.1M$988.4K-$67.6K2026-11-05
First Merchants Corp
UNCHANGED9,6599,65900%$1.0M$977.3K-$64.1K2026-10-15
Bigelow Investment Advisors, LLC
DECREASED9,55210,234-682-7%$1.1M$966.5K-$137.0K2026-10-13
Lee, Kelleher & Klein Wealth Management
UNCHANGED9,5009,50000%$1.0M$961.2K-$63.1K2026-10-08
Capstone Wealth Management Group, Inc.
UNCHANGED9,2289,22800%$995.0K$933.7K-$61.3K2026-10-19
Rockland Trust Co
UNCHANGED9,0909,09000%$980.1K$919.7K-$60.4K2026-10-05
Portland Financial Advisors Inc
DECREASED8,7928,909-117-1%$960.6K$889.6K-$71.0K2026-10-26
Key FInancial Inc
DECREASED8,7349,219-485-5%$994.0K$883.7K-$110.3K2026-11-02
Sidoxia Capital Management, LLC
INCREASED8,7068,704+2+0%$938.4K$880.9K-$57.6K2026-10-28
RCW Management, LLC
UNCHANGED8,6398,63900%$931.5K$874.1K-$57.4K2026-10-30
Pinnacle Associates LTD
DECREASED8,4168,683-267-3%$936.2K$851.5K-$84.7K2026-10-20
Horst & Graben Wealth Management LLC
DECREASED8,0598,079-200%$855.2K$815.4K-$39.8K2026-11-02
Telos Capital Management, Inc.
DECREASED7,9458,221-276-3%$886.4K$803.9K-$82.5K2026-11-02
Whipplewood Advisors, LLC
NEW7,866—+7,866——$795.9K—2026-10-20
Retireful, LLC
INCREASED7,5313,483+4,048+116%$375.5K$762.0K+$386.5K2026-10-09
Fifth Third Bancorp
DECREASED7,5118,906-1,395-16%$960.2K$760.0K-$200.3K2026-11-05
PW Nova Financial Services LLC
DECREASED7,3428,317-975-12%$896.7K$742.9K-$153.9K2026-10-15
Trifecta Capital Advisors, LLC
UNCHANGED6,8356,83500%$737.0K$691.6K-$45.4K2026-10-21
Midwest Trust Co
UNCHANGED6,8156,81500%$734.8K$689.5K-$45.3K2026-10-22
Sonata Capital Group Inc
UNCHANGED6,5356,53500%$704.6K$661.2K-$43.4K2026-10-19
Smithbridge Asset Management Inc
DECREASED6,4266,811-385-6%$734.4K$650.2K-$84.2K2026-10-19
Left Brain Wealth Management, LLC
DECREASED6,3376,425-88-1%$692.7K$641.2K-$51.6K2026-10-28
Cap Partners, LLC
INCREASED6,1976,186+11+0%$667.0K$627.0K-$39.9K2026-10-19
TFB Advisors LLC
INCREASED6,1696,018+151+3%$648.9K$624.2K-$24.7K2026-11-02
Asset One Wealth Management LLC
UNCHANGED6,1076,10700%$632.6K$617.9K-$14.7K2026-11-02
James Investment Research, Inc.
DECREASED6,0479,951-3,904-39%$1.1M$611.8K-$461.1K2026-10-22
Annex Advisory Services, LLC
INCREASED6,0466,020+26+0%$649.1K$611.8K-$37.3K2026-10-16
Waystone Advisors LLC
DECREASED5,9666,086-120-2%$656.2K$643.3K-$12.9K2026-10-16
Stirlingshire Investments, Inc.
DECREASED5,83925,130-19,291-77%$2.7M$590.8K-$2.1M2026-11-05
LongView Wealth Management
INCREASED5,7995,780+19+0%$623.2K$586.7K-$36.5K2026-10-19
Connecticut Wealth Management, LLC
UNCHANGED5,6055,60500%$604.3K$567.1K-$37.2K2026-10-13
RVW Wealth, LLC
UNCHANGED5,5125,51200%$594.3K$557.7K-$36.6K2026-10-06
Form Wealth Advisors, LLC
INCREASED5,4425,418+24+0%$584.2K$550.6K-$33.6K2026-10-13
AlphaCentric Advisors LLC
INCREASED5,4274,579+848+19%$493.7K$549.1K+$55.4K2026-11-03
Wealth Management Resources, Inc.
INCREASED5,3605,357+3+0%$577.6K$542.3K-$35.3K2026-10-21
Sagespring Wealth Partners, LLC
DECREASED5,1985,281-83-2%$569.4K$526.0K-$43.5K2026-10-22
D.A. Davidson & Co.
INCREASED5,1875,047+140+3%$544.2K$524.8K-$19.3K2026-10-28
Liberty Atlantic Advisors LLC
UNCHANGED5,1255,12500%$552.6K$518.5K-$34.0K2026-10-14
Spire Wealth Management
INCREASED5,1165,109+7+0%$550.8K$517.6K-$33.2K2026-10-30
Certified Advisory Corp
INCREASED5,0495,040+9+0%$543.4K$510.9K-$32.5K2026-10-29
MV Capital Management, Inc.
DECREASED5,0015,401-400-7%$582.3K$506.0K-$76.3K2026-10-29
International Assets Investment Management, LLC
INCREASED5,0004,732+268+6%$500.9K$505.3K+$4.4K2026-11-02
ERn Financial, LLC
DECREASED4,9955,630-635-11%$607.0K$505.4K-$101.5K2026-10-28
Hudson Oak Wealth Advisory LLC
INCREASED4,9624,749+213+4%$512.0K$502.1K-$10.0K2026-10-16
Bank of Stockton
UNCHANGED4,7004,70000%$506.8K$475.5K-$31.2K2026-10-20
Eagle Strategies LLC
INCREASED4,6364,616+20+0%$497.7K$469.0K-$28.6K2026-10-16
Diversify Wealth Management, LLC
DECREASED4,5314,542-110%$460.3K$439.9K-$20.4K2026-10-20
Diversify Advisory Services, LLC
DECREASED4,5314,542-110%$460.3K$439.9K-$20.4K2026-10-20
Old Port Advisors
DECREASED4,3664,534-168-4%$488.9K$441.8K-$47.1K2026-10-23
Independent Wealth Network Inc.
INCREASED4,3443,499+845+24%$377.3K$439.5K+$62.2K2026-10-19
Embree Financial Group
UNCHANGED4,2094,20900%$453.8K$425.9K-$27.9K2026-10-22
Csenge Advisory Group
DECREASED4,1744,426-252-6%$477.2K$422.3K-$54.9K2026-11-04
Kestra Private Wealth Services, LLC
DECREASED4,0294,555-526-12%$491.2K$407.6K-$83.6K2026-10-30
Frank, Rimerman Advisors LLC
UNCHANGED4,0004,00000%$431.3K$404.7K-$26.6K2026-10-16
MeadowBrook Investment Advisors LLC
DECREASED3,9804,080-100-2%$439.9K$378.7K-$61.2K2026-10-29
CPC Advisors, LLC
UNCHANGED3,9443,94400%$425.2K$399.1K-$26.2K2026-10-21
Hobart Private Capital, LLC
INCREASED3,8813,796+85+2%$409.3K$392.7K-$16.6K2026-10-19
Mascagni Wealth Management, Inc.
INCREASED3,8063,804+2+0%$410.1K$385.1K-$25.1K2026-10-23
First Heartland Consultants, Inc.
DECREASED3,7943,849-55-1%$415.0K$383.9K-$31.1K2026-10-08
Prime Capital Investment Advisors, LLC
DECREASED3,7333,929-196-5%$423.6K$377.7K-$45.9K2026-10-20
Calamos Wealth Management LLC
UNCHANGED3,6803,68000%$396.8K$372.3K-$24.4K2026-11-02
Focused Wealth Management, Inc
INCREASED3,6233,616+7+0%$389.9K$366.6K-$23.3K2026-10-30
Acorn Wealth Advisors, LLC
DECREASED3,5743,643-69-2%$392.8K$361.7K-$31.2K2026-10-19
Galvin, Gaustad & Stein, LLC
DECREASED3,53549,280-45,745-93%$5.3M$357.7K-$5.0M2026-10-08
Smith Chas P & Associates PA Cpas
DECREASED3,4923,763-271-7%$405.7K$331.9K-$73.8K2026-10-22
Principle Wealth Partners LLC
UNCHANGED3,4163,41600%$368.3K$345.6K-$22.7K2026-11-02
Schwallier Wealth Management LLC
INCREASED3,3743,157+217+7%$340.3K$341.4K+$1.0K2026-11-05
Private Trust Co NA
UNCHANGED3,3453,34500%$360.7K$338.4K-$22.2K2026-10-20
BAM Wealth Management, LLC
INCREASED3,3441,983+1,361+69%$213.8K$338.3K+$124.5K2026-10-15
Breakwater Capital Group
DECREASED3,2063,210-40%$346.1K$324.4K-$21.7K2026-10-09
CoreCap Advisors, LLC
DECREASED3,1803,457-277-8%$372.7K$321.8K-$51.0K2026-10-08
Burke & Herbert Bank & Trust Co
UNCHANGED3,1053,10500%$334.8K$314.2K-$20.6K2026-11-02
Urban Wealth Management, LLC
UNCHANGED2,9952,99500%$322.9K$303.0K-$19.9K2026-10-21
WealthPoint Financial, LLC
INCREASED2,9872,749+238+9%$296.4K$302.2K+$5.8K2026-11-03
Winthrop Advisory Group LLC
UNCHANGED2,9842,98400%$321.7K$301.9K-$19.8K2026-10-22
Compass Financial Management LLC
INCREASED2,97854+2,924+5415%$5.7K$364.9K+$359.2K2026-10-30
Columbia Advisory Partners LLC
NEW2,925—+2,925——$296.0K—2026-10-15
Bluedoor Private Wealth, LLC
NEW2,919—+2,919——$295.3K—2026-11-05
Fulton Breakefield Broenniman LLC
UNCHANGED2,8602,86000%$308.4K$289.4K-$19.0K2026-11-03
Instrumental Wealth, LLC
DECREASED2,5363,036-500-16%$327.3K$256.6K-$70.8K2026-10-20
Quad-Cities Investment Group, LLC
DECREASED2,5232,589-66-3%$279.1K$255.3K-$23.8K2026-10-16
Unique Wealth Strategies, LLC
UNCHANGED2,4872,48700%$268.1K$268.1K$02026-10-13
Key Client Fiduciary Advisors, LLC
UNCHANGED2,4802,48000%$267.4K$250.9K-$16.5K2026-10-19
93 Financial Group, LLC
DECREASED2,3862,804-418-15%$302.4K$241.4K-$61.0K2026-10-21
Ascent Group, LLC
DECREASED2,3722,793-421-15%$301.1K$240.0K-$61.1K2026-10-30
TD Waterhouse Canada Inc.
DECREASED2,3474,299-1,952-45%$454.1K$237.2K-$216.9K2026-10-16
Avidian Wealth Enterprises, LLC
DECREASED2,31910,141-7,822-77%$1.1M$234.6K-$858.7K2026-10-08
Citizens Financial Group Inc
UNCHANGED2,3172,31700%$249.8K$234.4K-$15.4K2026-10-23
EverSource Wealth Advisors, LLC
DECREASED2,2913,576-1,285-36%$385.6K$231.8K-$153.8K2026-11-04
Investment House LLC
UNCHANGED2,2852,28500%$246.4K$231.2K-$15.2K2026-10-21
Rossby Financial, LCC
DECREASED2,2753,789-1,514-40%$388.0K$230.2K-$157.8K2026-11-05
Synergy Asset Management, LLC
NEW2,246—+2,246——$227.3K—2026-11-05
Belvedere Trading LLC
INCREASED2,2361,083+1,153+106%$116.8K$226.2K+$109.5K2026-11-05
Sage Rhino Capital LLC
DECREASED2,1602,909-749-26%$313.6K$218.5K-$95.1K2026-10-28
Trust Co of Oklahoma
UNCHANGED2,1542,15400%$232.2K$217.9K-$14.3K2026-10-15
Global View Capital Management LLC
INCREASED2,1112,079+32+2%$224.2K$213.6K-$10.6K2026-10-28
Americana Partners, LLC
UNCHANGED2,0972,09700%$226.1K$212.2K-$13.9K2026-10-28
SeaCrest Wealth Management, LLC
INCREASED2,0762,074+2+0%$223.6K$210.0K-$13.6K2026-10-21
Huntleigh Advisors, Inc.
INCREASED2,0222,021+1+0%$217.9K$204.7K-$13.3K2026-11-03
Capital Investment Advisors, LLC
UNCHANGED2,0142,01400%$217.1K$203.8K-$13.3K2026-10-22
Patton Albertson Miller Group, LLC
UNCHANGED2,0002,00000%$215.6K$202.4K-$13.3K2026-10-26
Bokf, NA
UNCHANGED1,8101,81000%$195.2K$183.1K-$12.0K2026-10-27
Capital Investment Advisory Services, LLC
DECREASED1,8001,900-100-5%$204.9K$182.1K-$22.7K2026-10-30
Blue Trust, Inc.
UNCHANGED1,6081,60800%$173.4K$162.7K-$10.7K2026-10-15
GK Wealth Management LLC
NEW1,509—+1,509——$152.6K—2026-10-09
Eastern Bank
UNCHANGED1,5001,50000%$161.7K$151.8K-$10.0K2026-10-05
Hazlett, Burt & Watson, Inc.
INCREASED1,4371,434+3+0%$40.1K$145-$40.0K2026-11-04
Hughes Financial Services, LLC
UNCHANGED1,4271,42700%$153.9K$137.8K-$16.0K2026-10-30
CX Institutional
DECREASED1,3731,393-20-1%$150$139-$112026-10-02
United Community Bank
DECREASED1,3271,357-30-2%$146.3K$134.3K-$12.0K2026-10-28
Cullen T Bankers, Inc.
DECREASED1,2771,324-47-4%$142.7K$129.2K-$13.5K2026-10-28
Oakworth Capital, Inc.
UNCHANGED1,1961,19600%$129.0K$121.0K-$7.9K2026-10-26
EPG Wealth Management LLC
UNCHANGED1,0881,08800%$117.3K$110.1K-$7.2K2026-11-03
Main Street Group, LTD
DECREASED1,0331,067-34-3%$115.1K$104.5K-$10.6K2026-10-28
Arlington Trust Co LLC
UNCHANGED1,0001,00000%$107.8K$101.2K-$6.6K2026-10-20
Bullock Wealth Management Group
INCREASED949946+3+0%$100.2K$95.9K-$4.2K2026-10-09
SBI Securities Co., Ltd.
INCREASED933931+2+0%$100.4K$94.4K-$6.0K2026-10-22
Highline Wealth Partners LLC
UNCHANGED89489400%$96.4K$90.5K-$5.9K2026-10-19
Reyes Financial Architecture, Inc.
DECREASED8622,370-1,508-64%$255.5K$87.2K-$168.3K2026-10-22
Phillips Financial Management, LLC
UNCHANGED81481400%$87.8K$82.4K-$5.4K2026-10-19
First Community Trust NA
NEW813—+813——$82.3K—2026-10-07
Lloyd Advisory Services, Llc.
INCREASED768717+51+7%$77.3K$77.7K+$3482026-11-02
Harbor Investment Advisory, LLC
INCREASED722594+128+22%$64.0K$73.1K+$9.0K2026-10-13
Tompkins Financial Corp
UNCHANGED65865800%$70.9K$66.6K-$4.4K2026-10-05
Robbins Farley
INCREASED654651+3+0%$70.2K$66.2K-$4.0K2026-10-21
American National Bank & Trust
UNCHANGED64564500%$69.5K$65.3K-$4.3K2026-10-07
Root Financial Partners, LLC
NEW627—+627——$63.4K—2026-10-21
Bayban
UNCHANGED60060000%$64.7K$64.7K$02026-11-05
Independence Bank of Kentucky
UNCHANGED60060000%$64.7K$60.7K-$4.0K2026-10-26
Creative Financial Designs Inc
INCREASED570267+303+113%$28.8K$57.7K+$28.9K2026-11-04
Financial Network Wealth Advisors LLC
UNCHANGED57057000%$61.5K$57.7K-$3.8K2026-10-28
Sage Mountain Advisors LLC
UNCHANGED56956900%$61.4K$57.6K-$3.8K2026-11-02
Roxbury Financial LLC
INCREASED557556+1+0%$60.0K$56.4K-$3.6K2026-10-01
Kroeger Financial Partners
UNCHANGED53653600%$57.8K$54.2K-$3.6K2026-10-19
James T. Borello RIA
UNCHANGED51851800%$55.9K$52.4K-$3.4K2026-10-16
Wealth Enhancement Trust Services, Inc.
DECREASED492862-370-43%$92.9K$49.8K-$43.2K2026-10-07
Caldwell Trust Co
UNCHANGED40040000%$43.1K$40.5K-$2.7K2026-10-30
Mather Group, Llc.
UNCHANGED38338300%$41.3K$38.8K-$2.5K2026-10-14
Plante Moran Financial Advisors, LLC
NEW340—+340——$34.4K—2026-11-04
First Pacific Financial
INCREASED333332+1+0%$35.8K$33.7K-$2.2K2026-10-14
Cassaday & Co Wealth Management LLC
NEW289—+289——$29.2K—2026-10-27
High Point Wealth Management, LLC
INCREASED289288+1+0%$31.0K$29.2K-$1.8K2026-11-05
Center for Financial Planning, Inc.
UNCHANGED28428400%$30.6K$28.7K-$1.9K2026-10-26
Tradewinds Capital Management, LLC
UNCHANGED27427400%$29.5K$27.7K-$1.8K2026-10-23
First Premier Bank
UNCHANGED25025000%$27$25-$22026-10-13
Pinnacle Wealth Planning Services, Inc.
INCREASED242117+125+107%$12.6K$24.5K+$11.9K2026-10-27
Parallel Advisors, LLC
UNCHANGED24024000%$25.9K$24.3K-$1.6K2026-11-03
Gamma Investing LLC
NEW221—+221——$22.4K—2026-10-08
Country Trust Bank
DECREASED208324-116-36%$34.9K$21.0K-$13.9K2026-10-30
Gables Capital Management Inc.
UNCHANGED20020000%$21.6K$20.2K-$1.3K2026-11-04
Ashton Thomas Private Wealth, LLC
UNCHANGED17017000%$18.3K$17.2K-$1.1K2026-11-03
Silver Grove Financial Group, Inc.
UNCHANGED16416400%$17.7K$16.6K-$1.1K2026-11-05
Pflug Koory, LLC
UNCHANGED15115100%$16.3K$15.3K-$9692026-10-26
Clayton Financial Group LLC
NEW148—+148——$15.0K—2026-10-13
Triumph Capital Management
INCREASED14350+93+186%$5.4K$14.5K+$9.1K2026-10-14
Kingdom Financial Group Llc.
DECREASED140339-199-59%$36.6K$14.1K-$22.5K2026-11-04
Sarver Vrooman Wealth Advisors
UNCHANGED11611600%$12.4K$11.8K-$5982026-10-01
Syntax Research, Inc.
UNCHANGED11511500%$12.4K$11.6K-$7642026-11-04
Ascentis Independent Advisors
NEW110—+110——$11.1K—2026-11-03
1620 Investment Advisors, Inc.
UNCHANGED979700%$10.5K$9.8K-$6452026-11-04
Sunrise Financial Services, LLC
UNCHANGED838300%$8.9K$8.4K-$5512026-10-21
Cherry Tree Wealth Management, LLC
UNCHANGED808000%$8.6K$8.1K-$5312026-10-15
Lodestone Wealth Management LLC
UNCHANGED767600%$8.2K$7.7K-$4712026-10-14
Monetary Solutions, Ltd
UNCHANGED757500%$8.1K$7.6K-$4982026-10-22
Barrett & Company, Inc.
UNCHANGED676700%$7.2K$6.8K-$4452026-10-22
Global Trust Asset Management, LLC
UNCHANGED555500%$5.9K$5.6K-$3652026-10-19
Buck Wealth Strategies, LLC
UNCHANGED525200%$5.6K$5.3K-$3462026-10-28
Grove Bank & Trust
DECREASED49200-151-75%$21.6K$5.0K-$16.6K2026-10-08
Nfsg Corp
UNCHANGED393900%$4.2K$3.9K-$2402026-10-15
Latitude Advisors, LLC
NEW38—+38——$3.9K—2026-10-27
Gen-Wealth Partners Inc
DECREASED32130-98-75%$14.0K$3.2K-$10.8K2026-11-04
Foresight Capital Management Advisors, Inc.
NEW25—+25——$2.5K—2026-10-27
Manchester Capital Management LLC
DECREASED1071-61-86%$7.7K$1.0K-$6.6K2026-10-22
Dhjj Financial Advisors, Ltd.
UNCHANGED1100%$108$102-$62026-10-23
Cooper Capital Advisors LLC
CLOSED062,491-62,491-100%$6.7M$0-$6.7M2026-10-29
Lake Hills Wealth Management, LLC
CLOSED024,072-24,072-100%$2.6M$0-$2.6M2026-10-07
Ignite Planners, LLC
CLOSED016,700-16,700-100%$1.8M$0-$1.8M2026-10-14
VestGen Advisors, LLC
CLOSED013,241-13,241-100%$1.4M$0-$1.4M2026-10-27
Three Magnolias Financial Advisors, LLC
CLOSED03,280-3,280-100%$353.7K$0-$353.7K2026-10-14
Balefire, LLC
CLOSED02,771-2,771-100%$298.8K$0-$298.8K2026-10-09
Meridian Wealth Management, LLC
CLOSED02,715-2,715-100%$292.8K$0-$292.8K2026-11-05
Hennion & Walsh Asset Management, Inc.
CLOSED02,423-2,423-100%$261.2K$0-$261.2K2026-10-13
Axxcess Wealth Management, LLC
CLOSED02,149-2,149-100%$231.7K$0-$231.7K2026-10-21
Portside Wealth Group, LLC
CLOSED01,890-1,890-100%$203.8K$0-$203.8K2026-10-20
Alliance Wealth Advisors, LLC
CLOSED01,886-1,886-100%$203.3K$0-$203.3K2026-10-28
Strategy Asset Managers LLC
CLOSED01,877-1,877-100%$202.4K$0-$202.4K2026-10-14
Pacific Capital Wealth Advisors, Inc.
CLOSED01,868-1,868-100%$201.4K$0-$201.4K2026-10-22
Schneider Downs Wealth Management Advisors, LP
CLOSED01,859-1,859-100%$200.4K$0-$200.4K2026-10-27
Calder Financial LLC
CLOSED01,856-1,856-100%$200.2K$0-$200.2K2026-10-13
MCF Advisors LLC
CLOSED01,300-1,300-100%$140.2K$0-$140.2K2026-10-28
AdvisorNet Financial, Inc
CLOSED0946-946-100%$102.0K$0-$102.0K2026-10-15
Gill Capital Partners, LLC
CLOSED0930-930-100%$100.3K$0-$100.3K2026-10-13
Union Savings Bank
CLOSED0764-764-100%$82.4K$0-$82.4K2026-10-14
NBT Bank, N.A.
CLOSED0374-374-100%$40.3K$0-$40.3K2026-10-21
Solstein Capital, LLC
CLOSED0240-240-100%$25.9K$0-$25.9K2026-11-02
Simplex Trading, LLC
CLOSED0102-102-100%$11.0K$0-$11.0K2026-11-04
Realta Investment Advisors
CLOSED0100-100-100%$10.8K$0-$10.8K2026-10-14
Networth Advisors, LLC
CLOSED066-66-100%$7.1K$0-$7.1K2026-11-03
Asset Dedication, LLC
CLOSED033-33-100%$3.6K$0-$3.6K2026-11-03
Angeles Wealth Management, LLC
CLOSED028-28-100%$3.0K$0-$3.0K2026-10-26
Davis Capital Management
CLOSED011-11-100%$1.2K$0-$1.2K2026-10-08
Cornerstone Planning Group LLC
CLOSED010-10-100%$1.0K$0-$1.0K2026-10-16
Financial Management Professionals, Inc.
DECREASED0430-430-100%$46.3K$8-$46.3K2026-10-23
Horizon Financial Services, LLC
UNCHANGED000—$0$0$02026-11-04
Bank of America Corp
N/A—2,588,077-2,588,077-100%$279.0M———
Envestnet Asset Management Inc
N/A—2,004,950-2,004,950-100%$216.2M———
LPL Financial LLC
N/A—1,628,253-1,628,253-100%$175.6M———
Wells Fargo & Company
N/A—1,524,239-1,524,239-100%$164.3M———
Morgan Stanley
N/A—1,496,947-1,496,947-100%$161.4M———
Cetera Investment Advisers
N/A—1,274,155-1,274,155-100%$137.4M———
Northwestern Mutual Wealth Management Co
N/A—1,231,810-1,231,810-100%$132.8M———
Bessemer Group Inc
N/A—1,215,879-1,215,879-100%$131.1M———
Ameriprise Financial Inc
N/A—813,427-813,427-100%$87.7M———
PNC Financial Services Group, Inc.
N/A—736,701-736,701-100%$79.4M———
Deutsche Bank Ag\
N/A—684,479-684,479-100%$73.8M———
UBS Group AG
N/A—489,822-489,822-100%$52.8M———
Bank of Montreal
N/A—422,729-422,729-100%$45.6M———
Royal Bank of Canada
N/A—389,739-389,739-100%$42.0M———
One Wealth Map LLC
N/A—388,508-388,508-100%$38.2M———
Raymond James Financial Inc
N/A—354,204-354,204-100%$38.2M———
Horizon Investments, LLC
N/A—272,048-272,048-100%$29.2M———
Potomac Fund Management Inc
N/A—257,100-257,100-100%$27.7M———
Goldman Sachs Group Inc
N/A—246,300-246,300-100%$26.6M———
River Wealth Advisors LLC
N/A—238,819-238,819-100%$25.7M———
FIL Ltd
N/A—221,301-221,301-100%$23.9M———
Wealth Watch Advisors, Inc
N/A—206,138-206,138-100%$22.2M———
Estate Counselors, LLC
N/A—205,995-205,995-100%$22.2M———
Alliancebernstein L.P.
N/A—197,512-197,512-100%$18.1M———
Stifel Financial Corp
N/A—195,723-195,723-100%$21.1M———
DV Trading LLC
N/A—185,314-185,314-100%$20.0M———
Advyzon Investment Management, LLC
N/A—170,089-170,089-100%$18.3M———
Orion Porfolio Solutions, LLC
N/A—167,842-167,842-100%$18.1M———
Osaic Holdings, Inc.
N/A—160,012-160,012-100%$17.3M———
Janney Montgomery Scott LLC
N/A—158,314-158,314-100%$17.1M———
Guggenheim Capital LLC
N/A—145,164-145,164-100%$15.7M———
Capstone Investment Advisors, LLC
N/A—130,601-130,601-100%$14.1M———
Allianz Asset Management GmbH
N/A—123,700-123,700-100%$13.3M———
Huntington National Bank
N/A—121,472-121,472-100%$13.1M———
Kingsview Wealth Management, LLC
N/A—117,874-117,874-100%$12.7M———
MML Investors Services, LLC
N/A—112,862-112,862-100%$12.2M———
Strategic Investment Advisors / MI
N/A—93,235-93,235-100%$10.1M———
Anderson Financial Strategies, LLC
N/A—91,417-91,417-100%$9.5M———
TD Asset Management Inc
N/A—87,800-87,800-100%$9.5M———
Steward Partners Investment Advisory, LLC
N/A—87,183-87,183-100%$9.4M———
Advisors Preferred, LLC
N/A—83,103-83,103-100%$8.7M———
Nomura Asset Management Co LTD
N/A—79,482-79,482-100%$8.6M———
NorthCoast Asset Management LLC
N/A—75,853-75,853-100%$8.2M———
WIN Advisors, Inc
N/A—74,914-74,914-100%$8.1M———
Prudential Financial Inc
N/A—74,053-74,053-100%$8.0M———
Arkos Global Advisors
N/A—72,474-72,474-100%$7.8M———
Ameritas Advisory Services, LLC
N/A—70,636-70,636-100%$7.6M———
J. M. Brown & Associates Inc.
N/A—69,628-69,628-100%$7.5M———
Petix & Botte Co
N/A—68,652-68,652-100%$7.4M———
Sykon Capital LLC
N/A—68,474-68,474-100%$7.4M———
NewEdge Advisors, LLC
N/A—67,355-67,355-100%$7.3M———
Private Advisor Group, LLC
N/A—62,798-62,798-100%$6.8M———
Ausdal Financial Partners, Inc.
N/A—61,032-61,032-100%$6.6M———
World Investment Advisors
N/A—60,443-60,443-100%$6.3M———
HighTower Advisors, LLC
N/A—56,264-56,264-100%$6.1M———
Guardian Capital, LLC
N/A—54,212-54,212-100%$5.8M———
Rockefeller Capital Management L.P.
N/A—53,234-53,234-100%$5.7M———
Hershey Financial Advisers, LLC
N/A—53,167-53,167-100%$5.7M———
NewSquare Capital LLC
N/A—51,420-51,420-100%$5.5M———
Allworth Financial LP
N/A—50,490-50,490-100%$5.4M———
Chesapeake Capital Corp
N/A—46,441-46,441-100%$5.0M———
Tidal Investments LLC
N/A—46,441-46,441-100%$5.0M———
Hilltop Holdings Inc.
N/A—44,282-44,282-100%$4.8M———
Prudential PLC
N/A—42,790-42,790-100%$4.6M———
CIM, LLC
N/A—42,656-42,656-100%$4.6M———
Jones Financial Companies Lllp
N/A—40,267-40,267-100%$4.2M———
EFG International AG
N/A—39,742-39,742-100%$4.3M———
Emissary Wealth LLC
N/A—36,502-36,502-100%$3.9M———
Geneos Wealth Management Inc.
N/A—35,303-35,303-100%$3.8M———
Waverly Advisors, LLC
N/A—33,718-33,718-100%$3.6M———
CreativeOne Wealth, LLC
N/A—32,411-32,411-100%$3.5M———
Captrust Financial Advisors
N/A—32,208-32,208-100%$3.5M———
Strategic Financial Partners, Ltd.
N/A—31,418-31,418-100%$3.4M———
Mount Lucas Management LP
N/A—30,600-30,600-100%$3.3M———
Sanctuary Advisors, LLC
N/A—30,132-30,132-100%$3.2M———
Talon Private Wealth, LLC
N/A—29,986-29,986-100%$3.2M———
Hudson Portfolio Management LLC
N/A—29,967-29,967-100%$3.2M———
Transamerica Financial Advisors, LLC
N/A—29,693-29,693-100%$3.2M———
Equitable Holdings, Inc.
N/A—29,627-29,627-100%$3.2M———
Private Advisory Group LLC
N/A—29,182-29,182-100%$3.1M———
Elequin Capital, LP
N/A—26,815-26,815-100%$2.9M———
Ethos Financial Group, LLC
N/A—25,910-25,910-100%$2.5M———
Principal Securities, Inc.
N/A—25,584-25,584-100%$2.8M———
Blair William & Co
N/A—23,729-23,729-100%$2.6M———
Silver OAK Securities, Incorporated
N/A—23,670-23,670-100%$2.6M———
Disciplined Investments, LLC
N/A—23,446-23,446-100%$2.5M———
Everstar Asset Management, LLC
N/A—22,450-22,450-100%$2.4M———
Bluefin Capital Management, LLC
N/A—21,845-21,845-100%$2.4M———
O'rourke & Company, Inc
N/A—21,609-21,609-100%$2.3M———
Renaissance Technologies LLC
N/A—20,972-20,972-100%$2.3M———
MAI Capital Management
N/A—20,690-20,690-100%$2.2M———
Northern Trust Corp
N/A—20,651-20,651-100%$2.2M———
Focus Partners Wealth
N/A—20,550-20,550-100%$2.2M———
AE Wealth Management LLC
N/A—20,371-20,371-100%$2.2M———
EP Wealth Advisors, LLC
N/A—20,053-20,053-100%$2.2M———
Mariner, LLC
N/A—19,488-19,488-100%$2.1M———
Ibex Wealth Advisors
N/A—19,289-19,289-100%$2.1M———
CVA Family Office, LLC
N/A—19,237-19,237-100%$2.1M———
Rosenblum Silverman Sutton S F Inc
N/A—19,093-19,093-100%$2.1M———
Octavia Wealth Advisors, LLC
N/A—18,789-18,789-100%$2.0M———
FMR LLC
N/A—17,724-17,724-100%$1.9M———
Global Retirement Partners, LLC
N/A—17,075-17,075-100%$1.8M———
HighPoint Advisor Group LLC
N/A—16,302-16,302-100%$1.8M———
Whittier Trust Co of Nevada Inc
N/A—15,915-15,915-100%$1.7M———
Arete Wealth Advisors, LLC
N/A—14,825-14,825-100%$1.6M———
KMT Wealth Management, LLC
N/A—14,647-14,647-100%$1.6M———
&partners
N/A—14,621-14,621-100%$1.6M———
Curi Capital, LLC
N/A—14,272-14,272-100%$1.5M———
Calton & Associates, Inc.
N/A—13,918-13,918-100%$1.5M———
Oakmont Advisory Group, LLC
N/A—13,869-13,869-100%$1.5M———
Mercer Global Advisors Inc
N/A—13,753-13,753-100%$1.5M———
Stratos Wealth Partners, Ltd.
N/A—12,911-12,911-100%$1.4M———
United Capital Financial Advisors, LLC
N/A—12,357-12,357-100%$1.3M———
M3 Advisory Group, LLC
N/A—11,355-11,355-100%$1.2M———
Vestmark Advisory Solutions, Inc.
N/A—11,087-11,087-100%$1.2M———
Arax Advisory Partners
N/A—11,006-11,006-100%$1.2M———
Lazard Asset Management LLC
N/A—11,000-11,000-100%$1.2M———
VestGen Investment Management
N/A—10,769-10,769-100%$1.2M———
Intrust Bank NA
N/A—10,725-10,725-100%$1.2M———
Advisory Alpha, LLC
N/A—10,682-10,682-100%$1.2M———
Citadel Advisors LLC
N/A—10,652-10,652-100%$1.1M———
JPMorgan Chase & Co
N/A—10,531-10,531-100%$1.1M———
Peregrine Asset Advisers, Inc.
N/A—10,407-10,407-100%$1.1M———
Purpose Unlimited Inc.
N/A—10,292-10,292-100%$1.1M———
Johnson Financial Group, Inc.
N/A—10,258-10,258-100%$1.1M———
Pinnacle Financial Partners, Inc.
N/A—9,861-9,861-100%$1.1M———
Cerity Partners LLC
N/A—9,761-9,761-100%$1.1M———
OneAscent Financial Services LLC
N/A—9,544-9,544-100%$1.0M———
Belpointe Asset Management LLC
N/A—9,102-9,102-100%$981.4K———
Reyl & Cie S.A.
N/A—8,830-8,830-100%$810.3K———
Legacy Financial Group LLC
N/A—8,455-8,455-100%$911.6K———
Money Concepts Capital Corp
N/A—8,449-8,449-100%$911.0K———
Beacon Pointe Advisors, LLC
N/A—8,407-8,407-100%$906.4K———
SK Wealth Management, LLC
N/A—8,361-8,361-100%$866.3K———
Spartan Wealth Advisory Services LLC
N/A—8,275-8,275-100%$892.2K———
BNP Paribas Financial Markets
N/A—8,241-8,241-100%$888.5K———
Stephens Inc
N/A—7,925-7,925-100%$854.5K———
Comprehensive Money Management Services LLC
N/A—7,728-7,728-100%$833.2K———
Maridea Wealth Management LLC
N/A—7,670-7,670-100%$827.0K———
Capital Advisors Inc
N/A—7,645-7,645-100%$824.3K———
Savant Capital, LLC
N/A—7,487-7,487-100%$755.0K———
Laraway Financial Advisors Inc
N/A—7,375-7,375-100%$795.2K———
Invesco Ltd.
N/A—7,088-7,088-100%$764.2K———
Trajan Wealth LLC
N/A—7,053-7,053-100%$760.5K———
GeoWealth Management, LLC
N/A—7,007-7,007-100%$755.5K———
Webster Bank, N. A.
N/A—6,772-6,772-100%$730.2K———
Gateway Wealth Partners, LLC
N/A—6,754-6,754-100%$728.2K———
National Bank of Canada
N/A—6,739-6,739-100%$725.8K———
M&T Bank Corp
N/A—6,600-6,600-100%$711.6K———
Pursue Wealth Partners LLC
N/A—6,550-6,550-100%$706.2K———
Hyundai Investments Co., Ltd.
N/A—6,405-6,405-100%$686.2K———
Snowden Capital Advisors LLC
N/A—6,088-6,088-100%$656.4K———
Savvy Advisors, Inc.
N/A—5,783-5,783-100%$623.5K———
Kovack Advisors, Inc.
N/A—5,714-5,714-100%$604.8K———
Envestnet Portfolio Solutions, Inc.
N/A—5,289-5,289-100%$570.2K———
Foundations Investment Advisors, LLC
N/A—5,267-5,267-100%$567.9K———
Integrated Wealth Concepts LLC
N/A—5,100-5,100-100%$549.8K———
Qube Research & Technologies Ltd
N/A—4,955-4,955-100%$534.2K———
Glen Eagle Advisors, LLC
N/A—4,949-4,949-100%$533.6K———
Betterment LLC
N/A—4,906-4,906-100%$529.0K———
Caprock Group, LLC
N/A—4,835-4,835-100%$521.3K———
CIBC World Market Inc.
N/A—4,571-4,571-100%$492.8K———
Faithward Advisors, LLC
N/A—4,516-4,516-100%$486.9K———
Duncan Williams Asset Management, LLC
N/A—4,467-4,467-100%$481.6K———
Dakota Wealth Management
N/A—4,423-4,423-100%$476.9K———
Copia Wealth Management
N/A—4,352-4,352-100%$469.2K———
Topsail Wealth Management, LLC
N/A—4,174-4,174-100%$450.0K———
BFC Planning, Inc.
N/A—4,113-4,113-100%$443.4K———
Simmons Bank
N/A—4,090-4,090-100%$441.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—4,079-4,079-100%$439.8K———
Seldon Capital LP
N/A—4,068-4,068-100%$438.6K———
Dorsey Wright & Associates
N/A—4,048-4,048-100%$436.5K———
Orion Capital Management LLC
N/A—4,000-4,000-100%$431.3K———
Cardiff Park Advisors, LLC
N/A—4,000-4,000-100%$431.3K———
Pathstone Holdings, LLC
N/A—3,958-3,958-100%$426.7K———
OneDigital Investment Advisors LLC
N/A—3,838-3,838-100%$413.8K———
RWA Wealth Partners, LLC
N/A—3,749-3,749-100%$404.2K———
Personal CFO Solutions, LLC
N/A—3,620-3,620-100%$390.3K———
IHT Wealth Management, LLC
N/A—3,618-3,618-100%$390.1K———
Harbour Investments, Inc.
N/A—3,553-3,553-100%$383.1K———
Boston Family Office LLC
N/A—3,510-3,510-100%$378.0K———
CCG Wealth Management, LLC
N/A—3,370-3,370-100%$363.4K———
Commerce Bank
N/A—3,368-3,368-100%$363.1K———
Merit Financial Group, LLC
N/A—3,306-3,306-100%$356.5K———
Baird Financial Group, Inc.
N/A—3,297-3,297-100%$355.5K———
Invst, LLC
N/A—3,164-3,164-100%$341.1K———
Oxinas Partners, LLC
N/A—3,000-3,000-100%$323.4K———
Flow Traders U.S. LLC
N/A—2,992-2,992-100%$323.0K———
Westmount Partners, LLC
N/A—2,961-2,961-100%$319.3K———
Berger Financial Group, Inc
N/A—2,934-2,934-100%$316.4K———
Moors & Cabot, Inc.
N/A—2,928-2,928-100%$315.7K———
CIBC Bancorp USA Inc.
N/A—2,926-2,926-100%$315.5K———
NorthRock Partners, LLC
N/A—2,842-2,842-100%$306.4K———
Great Valley Advisor Group, Inc.
N/A—2,798-2,798-100%$301.7K———
Advisory Services Network, LLC
N/A—2,787-2,787-100%$300.5K———
Rothschild Investment LLC
N/A—2,750-2,750-100%$296.5K———
Brown Brothers Harriman & Co
N/A—2,746-2,746-100%$296.1K———
M. Kulyk & Associates, LLC
N/A—2,674-2,674-100%$288.3K———
Liberty Square Wealth Partners LLC
N/A—2,597-2,597-100%$280.0K———
Wealthspire Retirement, LLC
N/A—2,498-2,498-100%$269.3K———
Arkadios Wealth Advisors
N/A—2,477-2,477-100%$267.0K———
Bogart Wealth, LLC
N/A—2,411-2,411-100%$260.0K———
Wealthfront Advisers LLC
N/A—2,410-2,410-100%$259.8K———
Hancock Whitney Corp
N/A—2,381-2,381-100%$256.7K———
Triton Financial Group Inc
N/A—2,379-2,379-100%$256.5K———
Vertex Planning Partners, LLC
N/A—2,373-2,373-100%$255.9K———
Gabelli & Co Investment Advisers, Inc.
N/A—2,250-2,250-100%$242.6K———
Keel Point, LLC
N/A—2,214-2,214-100%$238.7K———
Lavaca Capital LLC
N/A—2,169-2,169-100%$233.9K———
Klingenstein Fields & Co LP
N/A—2,165-2,165-100%$233.4K———
Level Four Advisory Services, LLC
N/A—2,140-2,140-100%$230.7K———
Old North State Trust, LLC
N/A—2,138-2,138-100%$231.0K———
Essex Financial Services, Inc.
N/A—2,125-2,125-100%$229.1K———
PMG Wealth Management, Inc.
N/A—2,100-2,100-100%$226.2K———
BTS Asset Management, Inc.
N/A—2,039-2,039-100%$219.8K———
Port Capital LLC
N/A—2,025-2,025-100%$218.3K———
Centaurus Financial, Inc.
N/A—2,020-2,020-100%$218.0K———
Fiduciary Financial Advisors
N/A—2,017-2,017-100%$217.5K———
Boston Research & Management Inc
N/A—2,009-2,009-100%$216.6K———
Benjamin Edwards Inc
N/A—2,003-2,003-100%$216.0K———
MorganRosel Wealth Management, LLC
N/A—2,000-2,000-100%$215.6K———
PFG Investments, LLC
N/A—1,935-1,935-100%$208.6K———
Navellier & Associates Inc
N/A—1,901-1,901-100%$205.0K———
Evercore Wealth Management, LLC
N/A—1,882-1,882-100%$202.9K———
Institute for Wealth Management, Llc.
N/A—1,843-1,843-100%$198.7K———
SSA Swiss Advisors AG
N/A—1,697-1,697-100%$183.0K———
10Elms LLP
N/A—1,551-1,551-100%$167.2K———
Truvestments Capital LLC
N/A—1,337-1,337-100%$144.2K———
IFG Advisory, LLC
N/A—1,305-1,305-100%$140.7K———
O'shaughnessy Asset Management, LLC
N/A—1,284-1,284-100%$138.4K———
Coppell Advisory Solutions LLC
N/A—977-977-100%$646.6K———
Franklin Resources Inc
N/A—939-939-100%$101.2K———
Dunhill Financial, LLC
N/A—935-935-100%$100.8K———
BlueCrest Capital Management Ltd
N/A—926-926-100%$99.8K———
ST Germain D J Co Inc
N/A—909-909-100%$98.0K———
Atlantic Union Bankshares Corp
N/A—700-700-100%$75.5K———
Forum Finance Group S.A.
N/A—550-550-100%$48———
Smartleaf Asset Management LLC
N/A—544-544-100%$58.3K———
Front Row Advisors LLC
N/A—540-540-100%$56.0K———
SOA Wealth Advisors, Llc.
N/A—539-539-100%$58.2K———
Aptus Capital Advisors, LLC
N/A—535-535-100%$57.7K———
Strategic Investment Solutions, Inc.
N/A—503-503-100%$54.2K———
Luminist Capital LLC
N/A—480-480-100%$51.8K———
FWL Investment Management, LLC
N/A—429-429-100%$46.3K———
Colonial Trust Co / SC
N/A—426-426-100%$45.9K———
UBS Asset Management Americas LLC
N/A—416-416-100%$44.9K———
Wellington Grp LLC
N/A—325-325-100%$29.7K———
Benson Wealth Management Inc
N/A—304-304-100%$32.8K———
Ameritas Investment Partners, Inc.
N/A—225-225-100%$24.3K———
Federation des caisses Desjardins du Quebec
N/A—210-210-100%$22.6K———
HHM Wealth Advisors, LLC
N/A—199-199-100%$21.5K———
Nalls Sherbakoff Group, LLC
N/A—198-198-100%$21.3K———
TD Capital Management LLC
N/A—188-188-100%$20.2K———
Continuum Advisory, LLC
N/A—175-175-100%$18.9K———
Regatta Research & Money Management
N/A—160-160-100%$17.3K———
Boyd Watterson Asset Management LLC
N/A—145-145-100%$15.6K———
Keating Financial Advisory Services, Inc.
N/A—139-139-100%$15.0K———
Providence Capital Advisors, LLC
N/A—139-139-100%$15.0K———
Park Square Financial Group, LLC
N/A—107-107-100%$11.5K———
Steigerwald, Gordon & Koch Inc.
N/A—100-100-100%$10.8K———
Hantz Financial Services, Inc.
N/A—87-87-100%$9———
Tidemark, LLC
N/A—6-6-100%$647———
BlackRock, Inc.
N/A—2-2-100%$231———
Russell Investments Group, Ltd.
N/A—00—$0———
Showing 587 of 587 institutions