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SS Spdr P ST C Corp ETF (SPSB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Creative Planning
INCREASED
Shares60,157,696 from 56,313,973
Change+3,843,723 (+7%)
Value$1.8B (+$90.1M)
Filed 2026-11-02
MCF Advisors LLC
INCREASED
Shares3,897,187 from 3,503,919
Change+393,268 (+11%)
Value$115.3M (+$10.2M)
Filed 2026-10-28
Rockwood Wealth Management, LLC
INCREASED
Shares2,633,907 from 2,559,277
Change+74,630 (+3%)
Value$77.9M (+$1.1M)
Filed 2026-10-27
BIP Wealth, LLC
INCREASED
Shares1,965,972 from 1,742,998
Change+222,974 (+13%)
Value$58.2M (+$5.9M)
Filed 2026-10-22
Rodgers & Associates, LTD
DECREASED
Shares1,764,081 from 1,764,606
Change-525 (0%)
Value$52.2M (-$756.7K)
Filed 2026-10-20
Gemmer Asset Management LLC
INCREASED
Shares1,626,010 from 847,978
Change+778,032 (+92%)
Value$65.6M (+$40.1M)
Filed 2026-10-16
Arkansas Financial Group, Inc.
INCREASED
Shares1,511,744 from 1,479,226
Change+32,518 (+2%)
Value$44.7M (+$340.9K)
Filed 2026-10-26
Capital Wealth Management, LLC
INCREASED
Shares1,314,656 from 1,227,718
Change+86,938 (+7%)
Value$38.9M (+$2.1M)
Filed 2026-10-27
Willow Creek Wealth Management Inc.
INCREASED
Shares1,298,352 from 1,231,394
Change+66,958 (+5%)
Value$38.4M (+$1.5M)
Filed 2026-10-26
Thrivent Financial for Lutherans
DECREASED
Shares1,266,232 from 1,285,377
Change-19,145 (-1%)
Value$37.4K (-$38.5M)
Filed 2026-11-05
Strategic Point Investment Advisors, LLC
INCREASED
Shares1,263,258 from 1,240,756
Change+22,502 (+2%)
Value$37.4M (+$144.7K)
Filed 2026-10-29
Quattro Financial Advisors LLC
INCREASED
Shares1,226,205 from 1,214,781
Change+11,424 (+1%)
Value$36.3M (-$172.2K)
Filed 2026-10-15
Orange Investment Advisors, Inc.
INCREASED
Shares1,216,752 from 1,180,398
Change+36,354 (+3%)
Value$36.0M (+$579.9K)
Filed 2026-10-23
Concord Wealth Partners
INCREASED
Shares1,173,487 from 1,140,512
Change+32,975 (+3%)
Value$34.7M (+$496.7K)
Filed 2026-11-02
Concord Asset Management, LLC
INCREASED
Shares1,133,127 from 1,095,507
Change+37,620 (+3%)
Value$33.5M (+$653.1K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares1,043,641 from 629,188
Change+414,453 (+66%)
Value$30.9M (+$12.0M)
Filed 2026-11-02
Walker Financial Services, Inc.
INCREASED
Shares1,011,818 from 975,719
Change+36,099 (+4%)
Value$29.9M (+$658.4K)
Filed 2026-10-26
Flagstone Financial Management
INCREASED
Shares1,004,664 from 940,715
Change+63,949 (+7%)
Value$29.7M (+$1.5M)
Filed 2026-11-05
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares991,735 from 991,735
Change0 (0%)
Value$29.3M (-$416.5K)
Filed 2026-11-04
SoundView Advisors Inc.
INCREASED
Shares962,148 from 926,495
Change+35,653 (+4%)
Value$28.5K (-$27.8M)
Filed 2026-11-04
Occidental Asset Management, LLC
INCREASED
Shares928,178 from 860,897
Change+67,281 (+8%)
Value$27.5M (+$1.6M)
Filed 2026-11-05
Cherry Tree Wealth Management, LLC
DECREASED
Shares730,194 from 732,222
Change-2,028 (0%)
Value$21.6M (-$367.6K)
Filed 2026-10-15
Royal Harbor Partners, LLC
NEW
Shares718,755
Change+718,755
Value$21.3M
Filed 2026-10-29
Horizon Financial Services, LLC
INCREASED
Shares689,104 from 661,777
Change+27,327 (+4%)
Value$20.4M (+$530.7K)
Filed 2026-11-04
Cedar Mountain Advisors, LLC
INCREASED
Shares650,921 from 632,890
Change+18,031 (+3%)
Value$19.3M (+$267.7K)
Filed 2026-10-15
TrueMark Investments, LLC
INCREASED
Shares514,037 from 500,353
Change+13,684 (+3%)
Value$15.2M (+$194.8K)
Filed 2026-11-05
Woodside Wealth Management LLC
INCREASED
Shares510,171 from 508,464
Change+1,707 (+0%)
Value$15.1M (-$163.0K)
Filed 2026-10-16
Gamma Investing LLC
INCREASED
Shares507,601 from 476,603
Change+30,998 (+7%)
Value$15.0M (+$717.1K)
Filed 2026-10-08
Tradewinds Capital Management, LLC
INCREASED
Shares486,383 from 99,840
Change+386,543 (+387%)
Value$14.4M (+$11.4M)
Filed 2026-10-23
RFG Advisory, LLC
INCREASED
Shares483,435 from 441,147
Change+42,288 (+10%)
Value$14.3M (+$1.1M)
Filed 2026-11-03
Cornerstone Management, Inc.
DECREASED
Shares466,695 from 471,154
Change-4,459 (-1%)
Value$13.8M (-$329.8K)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares445,036 from 424,186
Change+20,850 (+5%)
Value$13.2M (+$498.6K)
Filed 2026-10-13
RED Cedar Investment Management, LLC
DECREASED
Shares441,397 from 721,787
Change-280,390 (-39%)
Value$13.1M (-$8.6M)
Filed 2026-11-04
Timonier Family Office, Ltd.
DECREASED
Shares402,048 from 404,345
Change-2,297 (-1%)
Value$11.9M (-$237.8K)
Filed 2026-11-03
TD Private Client Wealth LLC
INCREASED
Shares401,157 from 270,849
Change+130,308 (+48%)
Value$11.9M (+$3.7M)
Filed 2026-10-28
Kraft, Davis & Associates, LLC
DECREASED
Shares389,464 from 392,202
Change-2,738 (-1%)
Value$11.5M (-$183.1K)
Filed 2026-10-21
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares387,957 from 366,639
Change+21,318 (+6%)
Value$11.5M (+$476.8K)
Filed 2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares385,043 from 223,676
Change+161,367 (+72%)
Value$11.4M (+$4.7M)
Filed 2026-10-27
Courier Capital LLC
INCREASED
Shares349,555 from 308,484
Change+41,071 (+13%)
Value$10.3M (+$1.1M)
Filed 2026-10-19
Southern Michigan Bank & Trust
INCREASED
Shares342,408 from 338,691
Change+3,717 (+1%)
Value$10.1M (-$32.3K)
Filed 2026-10-19
Truefg, LLC
INCREASED
Shares327,301 from 317,381
Change+9,920 (+3%)
Value$9.7M (+$160.2K)
Filed 2026-10-15
US Bancorp \de\
INCREASED
Shares324,629 from 321,552
Change+3,077 (+1%)
Value$9.6M (-$44.0K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares322,081 from 312,384
Change+9,697 (+3%)
Value$9.5K (-$9.4M)
Filed 2026-11-02
Midwest Trust Co
INCREASED
Shares319,970 from 307,502
Change+12,468 (+4%)
Value$9.5M (+$239.8K)
Filed 2026-10-22
Integrity Alliance, Llc.
INCREASED
Shares319,772 from 301,498
Change+18,274 (+6%)
Value$9.5M (+$414.1K)
Filed 2026-10-29
Farther Finance Advisors, LLC
INCREASED
Shares308,604 from 156,699
Change+151,905 (+97%)
Value$9.1M (+$4.4M)
Filed 2026-10-08
Lighthouse Financial Services Inc
INCREASED
Shares305,449 from 300,726
Change+4,723 (+2%)
Value$9.0M (+$46.5K)
Filed 2026-11-02
Allen Investment Management, LLC
UNCHANGED
Shares300,971 from 300,971
Change0 (0%)
Value$8.9M (-$126.4K)
Filed 2026-11-03
Climber Capital SA
INCREASED
Shares297,355 from 291,929
Change+5,426 (+2%)
Value$8.2M (-$394.1K)
Filed 2026-10-20
First Security Investment Management, Inc.
INCREASED
Shares288,519 from 287,059
Change+1,460 (+1%)
Value$8.5M (-$77.4K)
Filed 2026-11-05
Truist Financial Corp
INCREASED
Shares279,661 from 114,220
Change+165,441 (+145%)
Value$8.3M (+$4.8M)
Filed 2026-10-30
Creative Financial Designs Inc
DECREASED
Shares275,153 from 341,437
Change-66,284 (-19%)
Value$8.1M (-$2.1M)
Filed 2026-11-04
Gibbs Wealth Management
INCREASED
Shares274,563 from 239,035
Change+35,528 (+15%)
Value$8.1M (+$950.9K)
Filed 2026-10-22
Revisor Wealth Management LLC
INCREASED
Shares266,565 from 264,926
Change+1,639 (+1%)
Value$7.9M (-$48.1K)
Filed 2026-10-20
Cooke Wealth Management, LLC
INCREASED
Shares259,771 from 258,544
Change+1,227 (+0%)
Value$7.7M (-$72.3K)
Filed 2026-10-13
Bell Bank
NEW
Shares254,933
Change+254,933
Value$7.5M
Filed 2026-10-21
Dynamic Advisor Solutions LLC
INCREASED
Shares253,532 from 247,349
Change+6,183 (+3%)
Value$7.5M (+$79.1K)
Filed 2026-10-13
Badgley Phelps Wealth Managers, LLC
INCREASED
Shares251,295 from 226,281
Change+25,014 (+11%)
Value$7.4M (+$645.1K)
Filed 2026-10-22
Kelly Financial Group LLC
INCREASED
Shares250,985 from 53,556
Change+197,429 (+369%)
Value$7.4M (+$5.8M)
Filed 2026-10-16
Eukles Asset Management
INCREASED
Shares241,314 from 197,591
Change+43,723 (+22%)
Value$7.1M (+$1.2M)
Filed 2026-11-04
Parsons Capital Management Inc
INCREASED
Shares230,038 from 223,680
Change+6,358 (+3%)
Value$6.8M (+$94.2K)
Filed 2026-10-28
Simplicity Wealth,LLC
INCREASED
Shares226,776 from 222,108
Change+4,668 (+2%)
Value$6.7M (+$44.8K)
Filed 2026-10-23
Arrien Investments, Inc.
DECREASED
Shares210,250 from 302,989
Change-92,739 (-31%)
Value$6.2M (-$2.9M)
Filed 2026-10-30
Davenport & Co LLC
INCREASED
Shares192,913 from 116,262
Change+76,651 (+66%)
Value$5.7M (+$2.2M)
Filed 2026-10-14
Parcion Private Wealth LLC
INCREASED
Shares191,071 from 186,339
Change+4,732 (+3%)
Value$5.7M (+$61.8K)
Filed 2026-10-28
Prospera Financial Services Inc
INCREASED
Shares184,561 from 172,834
Change+11,727 (+7%)
Value$5.5M (+$304.0K)
Filed 2026-11-04
Martin Capital Partners, LLC
INCREASED
Shares180,257 from 176,928
Change+3,329 (+2%)
Value$5.3M (+$24.2K)
Filed 2026-10-07
Silver Lake Advisory, LLC
INCREASED
Shares165,989 from 162,963
Change+3,026 (+2%)
Value$4.9M (+$21.1K)
Filed 2026-10-22
Certified Advisory Corp
DECREASED
Shares163,842 from 431,011
Change-267,169 (-62%)
Value$4.8M (-$8.1M)
Filed 2026-10-29
Stone Summit Wealth LLC
INCREASED
Shares162,067 from 72,212
Change+89,855 (+124%)
Value$4.8M (+$2.6M)
Filed 2026-10-14
Retirement Planning Group, LLC
DECREASED
Shares161,389 from 163,847
Change-2,458 (-1%)
Value$4.8M (-$141.6K)
Filed 2026-10-19
Roan Capital Partners
INCREASED
Shares151,052 from 147,234
Change+3,818 (+3%)
Value$4.5M (+$51.1K)
Filed 2026-10-09
MGO One Seven LLC
NEW
Shares146,293
Change+146,293
Value$4.3M
Filed 2026-10-28
Manske Wealth Management
INCREASED
Shares143,810 from 105,206
Change+38,604 (+37%)
Value$4.3M (+$1.1M)
Filed 2026-10-26
Oasis Advisors, LLC
DECREASED
Shares140,585 from 163,775
Change-23,190 (-14%)
Value$4.2M (-$755.0K)
Filed 2026-10-16
CGN Advisors LLC
INCREASED
Shares137,653 from 126,320
Change+11,333 (+9%)
Value$4.1M (+$282.3K)
Filed 2026-10-21
Orin Green Financial, LLC
INCREASED
Shares131,555 from 130,628
Change+927 (+1%)
Value$3.9M (-$27.4K)
Filed 2026-10-19
Elevation Point Wealth Partners, LLC
DECREASED
Shares128,370 from 254,698
Change-126,328 (-50%)
Value$3.8M (-$3.8M)
Filed 2026-11-05
First Affirmative Financial Network
NEW
Shares125,779
Change+125,779
Value$3.7M
Filed 2026-10-21
Mascoma Wealth Management LLC
INCREASED
Shares124,679 from 124,675
Change+4 (0%)
Value$3.7M (-$52.3K)
Filed 2026-10-23
Atria Investments, Inc
DECREASED
Shares121,216 from 823,528
Change-702,312 (-85%)
Value$3.6M (-$21.1M)
Filed 2026-10-15
Avior Wealth Management, LLC
INCREASED
Shares119,568 from 117,540
Change+2,028 (+2%)
Value$3.5M (+$10.6K)
Filed 2026-10-13
Aspetuck Financial Management LLC
INCREASED
Shares118,165 from 114,575
Change+3,590 (+3%)
Value$3.5M (+$58.1K)
Filed 2026-11-04
Mechanics Financial Corp
INCREASED
Shares117,726 from 111,586
Change+6,140 (+6%)
Value$3.5M (+$134.8K)
Filed 2026-11-05
Cornerstone Enterprises, LLC
DECREASED
Shares114,435 from 147,670
Change-33,235 (-23%)
Value$3.4M (-$1.0M)
Filed 2026-10-15
Rosenberg Matthew Hamilton
INCREASED
Shares114,374 from 111,604
Change+2,770 (+2%)
Value$3.4M (+$35.1K)
Filed 2026-10-05
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares112,596 from 112,769
Change-173 (0%)
Value$3.3M (-$52.5K)
Filed 2026-10-05
Iron Financial LLC
DECREASED
Shares112,505 from 119,506
Change-7,001 (-6%)
Value$3.3M (-$257.4K)
Filed 2026-10-23
GEM Asset Management, LLC
INCREASED
Shares110,832 from 86,430
Change+24,402 (+28%)
Value$3.3M (+$685.8K)
Filed 2026-10-13
Boston Standard Wealth Management, LLC
INCREASED
Shares108,792 from 102,413
Change+6,379 (+6%)
Value$3.2M (+$156.7K)
Filed 2026-10-07
Cannon Advisors, Inc.
INCREASED
Shares102,666 from 96,435
Change+6,231 (+6%)
Value$3.0M (+$156.5K)
Filed 2026-10-14
Olio Financial Planning
INCREASED
Shares102,027 from 89,293
Change+12,734 (+14%)
Value$3.0M (+$339.3K)
Filed 2026-10-22
Sara-Bay Financial
NEW
Shares100,920
Change+100,920
Value$3.0M
Filed 2026-10-21
Capital Square, LLC
INCREASED
Shares100,551 from 85,547
Change+15,004 (+18%)
Value$3.0M (+$418.3K)
Filed 2026-10-19
Kestra Advisory Services, LLC
INCREASED
Shares99,003 from 46,099
Change+52,904 (+115%)
Value$2.9M (+$1.5M)
Filed 2026-11-02
Eagle Wealth Advisors LLC
INCREASED
Shares97,838 from 88,939
Change+8,899 (+10%)
Value$2.9M (+$226.0K)
Filed 2026-10-20
Eagle Global Advisors LLC
INCREASED
Shares96,410 from 95,360
Change+1,050 (+1%)
Value$2.9M (-$9.0K)
Filed 2026-11-02
Pacific Capital Wealth Advisors, Inc.
DECREASED
Shares95,779 from 225,004
Change-129,225 (-57%)
Value$2.8M (-$3.9M)
Filed 2026-10-22
Powerhouse Assets LLC
INCREASED
Shares95,374 from 91,955
Change+3,419 (+4%)
Value$2.8M (+$62.5K)
Filed 2026-10-19
McMill Wealth Management
NEW
Shares94,391
Change+94,391
Value$2.8M
Filed 2026-11-05
Brian LOW Financial Group, LLC
INCREASED
Shares90,556 from 89,322
Change+1,234 (+1%)
Value$2.7M (-$961)
Filed 2026-10-28
City Holding Co
INCREASED
Shares89,917 from 74,360
Change+15,557 (+21%)
Value$2.7M (+$429.7K)
Filed 2026-10-19
Fragasso Financial Advisors Inc
NEW
Shares86,550
Change+86,550
Value$2.6M
Filed 2026-10-13
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares83,306 from 36,698
Change+46,608 (+127%)
Value$2.5M (+$1.4M)
Filed 2026-11-04
StoneX Group Inc.
DECREASED
Shares80,342 from 87,005
Change-6,663 (-8%)
Value$2.4M (-$234.5K)
Filed 2026-11-03
Portside Wealth Group, LLC
INCREASED
Shares77,797 from 75,027
Change+2,770 (+4%)
Value$2.3M (+$50.5K)
Filed 2026-10-20
United Community Bank
INCREASED
Shares73,770 from 48,760
Change+25,010 (+51%)
Value$2.2M (+$719.6K)
Filed 2026-10-28
Sharper & Granite LLC
DECREASED
Shares72,449 from 76,409
Change-3,960 (-5%)
Value$2.2M (-$114.5K)
Filed 2026-11-02
New Hampshire Trust
INCREASED
Shares69,388 from 64,135
Change+5,253 (+8%)
Value$2.1M (+$128.5K)
Filed 2026-10-20
Alpha Omega Wealth Management LLC
INCREASED
Shares68,171 from 59,924
Change+8,247 (+14%)
Value$2.0M (+$218.9K)
Filed 2026-10-23
Sigma Planning Corp
INCREASED
Shares67,295 from 66,656
Change+639 (+1%)
Value$2.0M (-$8.8K)
Filed 2026-10-23
Portland Financial Advisors Inc
INCREASED
Shares66,054 from 56,023
Change+10,031 (+18%)
Value$2.0M (+$273.3K)
Filed 2026-10-26
Meridian Financial Advisors, LLC
INCREASED
Shares64,920 from 62,842
Change+2,078 (+3%)
Value$1.9M (+$35.1K)
Filed 2026-10-14
Union Bancaire Privee, UBP SA
UNCHANGED
Shares64,172 from 64,172
Change0 (0%)
Value$1.9M (-$28.2K)
Filed 2026-11-04
MidAtlantic Capital Management, Inc.
INCREASED
Shares63,984 from 63,533
Change+451 (+1%)
Value$1.9M (-$13.3K)
Filed 2026-11-05
Lido Advisors, LLC
INCREASED
Shares63,682 from 48,044
Change+15,638 (+33%)
Value$1.9M (+$442.6K)
Filed 2026-11-04
Gilpin Wealth Management, LLC
INCREASED
Shares63,481 from 63,221
Change+260 (+0%)
Value$1.9M (-$18.9K)
Filed 2026-10-09
Pinnacle Bancorp, Inc.
INCREASED
Shares62,759 from 38,971
Change+23,788 (+61%)
Value$1.9M (+$687.5K)
Filed 2026-10-21
Whitcomb & Hess, Inc.
INCREASED
Shares60,722 from 60,480
Change+242 (+0%)
Value$1.8M (-$18.2K)
Filed 2026-10-07
Kestra Private Wealth Services, LLC
DECREASED
Shares59,793 from 62,471
Change-2,678 (-4%)
Value$1.8M (-$105.5K)
Filed 2026-10-30
M Holdings Securities, Inc.
INCREASED
Shares57,704 from 53,982
Change+3,722 (+7%)
Value$1.7K (-$1.6M)
Filed 2026-11-03
Private Wealth Group, LLC
DECREASED
Shares57,198 from 57,775
Change-577 (-1%)
Value$1.7M (-$41.3K)
Filed 2026-10-19
Meitav Investment House LTD
INCREASED
Shares56,914 from 43,651
Change+13,263 (+30%)
Value$1.7M (+$371.4K)
Filed 2026-10-28
Gilbert Capital Group, Inc.
DECREASED
Shares55,628 from 65,318
Change-9,690 (-15%)
Value$1.6M (-$314.2K)
Filed 2026-10-28
Wealth Management Nebraska
DECREASED
Shares54,551 from 84,468
Change-29,917 (-35%)
Value$1.6M (-$920.7K)
Filed 2026-10-26
Dynamic Wealth Strategies, LLC
INCREASED
Shares54,425 from 53,439
Change+986 (+2%)
Value$1.6M (+$6.7K)
Filed 2026-10-16
Flagship Harbor Advisors, LLC
INCREASED
Shares53,557 from 47,983
Change+5,574 (+12%)
Value$1.6M (+$144.8K)
Filed 2026-10-26
Bfsg, LLC
DECREASED
Shares52,940 from 54,052
Change-1,112 (-2%)
Value$1.6M (-$55.6K)
Filed 2026-10-30
Eagle Strategies LLC
INCREASED
Shares52,936 from 52,137
Change+799 (+2%)
Value$1.6M (+$1.7K)
Filed 2026-10-16
Patriot Investment Management Group, Inc.
DECREASED
Shares52,257 from 53,257
Change-1,000 (-2%)
Value$1.5M (-$52.0K)
Filed 2026-10-15
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares52,250 from 52,250
Change0 (0%)
Value$1.5M (-$21.9K)
Filed 2026-10-26
Bailard, Inc.
INCREASED
Shares50,202 from 47,989
Change+2,213 (+5%)
Value$1.5M (+$45.3K)
Filed 2026-10-13
James Investment Research, Inc.
DECREASED
Shares49,397 from 51,559
Change-2,162 (-4%)
Value$1.5M (-$85.6K)
Filed 2026-10-22
Aspiriant, LLC
INCREASED
Shares49,389 from 14,809
Change+34,580 (+234%)
Value$1.5M (+$1.0M)
Filed 2026-10-16
Integrity Advisory Solutions, LLC
INCREASED
Shares48,005 from 38,339
Change+9,666 (+25%)
Value$1.4M (+$269.9K)
Filed 2026-10-29
CoreCap Advisors, LLC
INCREASED
Shares47,241 from 37,918
Change+9,323 (+25%)
Value$1.4M (+$259.9K)
Filed 2026-10-08
Apollon Wealth Management, LLC
DECREASED
Shares45,492 from 46,965
Change-1,473 (-3%)
Value$1.3M (-$63.3K)
Filed 2026-10-23
Park Avenue Securities LLC
DECREASED
Shares44,639 from 116,364
Change-71,725 (-62%)
Value$1.3K (-$3.5M)
Filed 2026-10-26
Woodmont Investment Counsel LLC
UNCHANGED
Shares43,882 from 43,882
Change0 (0%)
Value$1.3M (-$18.4K)
Filed 2026-10-29
Capital Investment Services of America, Inc.
DECREASED
Shares40,607 from 43,407
Change-2,800 (-6%)
Value$1.2M (-$101.1K)
Filed 2026-11-02
Independent Financial Group, LLC
INCREASED
Shares39,522 from 39,131
Change+391 (+1%)
Value$1.2M (-$4.9K)
Filed 2026-10-13
Blue Water Asset Management
DECREASED
Shares38,619 from 40,337
Change-1,718 (-4%)
Value$1.1M (-$67.8K)
Filed 2026-11-04
Fonville Wealth Management LLC
DECREASED
Shares37,548 from 38,286
Change-738 (-2%)
Value$1.1M (-$37.9K)
Filed 2026-10-28
Echo Wealth Management, LLC
INCREASED
Shares37,525 from 29,978
Change+7,547 (+25%)
Value$1.1M (+$210.7K)
Filed 2026-10-15
SeaCrest Wealth Management, LLC
UNCHANGED
Shares37,199 from 37,199
Change0 (0%)
Value$1.1M (-$15.6K)
Filed 2026-10-21
Koshinski Asset Management, Inc.
DECREASED
Shares36,679 from 36,937
Change-258 (-1%)
Value$1.1M (-$23.2K)
Filed 2026-10-29
TritonPoint Partners, LLC
DECREASED
Shares36,587 from 38,792
Change-2,205 (-6%)
Value$1.1M (-$81.5K)
Filed 2026-11-05
Parallel Advisors, LLC
INCREASED
Shares36,363 from 34,641
Change+1,722 (+5%)
Value$1.1M (+$36.4K)
Filed 2026-11-03
SAX Wealth Advisors, LLC
DECREASED
Shares36,051 from 36,358
Change-307 (-1%)
Value$1.1M (-$26.5K)
Filed 2026-10-13
YHB Investment Advisors, Inc.
DECREASED
Shares35,619 from 36,932
Change-1,313 (-4%)
Value$1.1M (-$54.4K)
Filed 2026-10-08
Ashton Thomas Private Wealth, LLC
INCREASED
Shares35,290 from 32,569
Change+2,721 (+8%)
Value$1.0M (+$66.8K)
Filed 2026-11-03
Thrive Capital Management, LLC
DECREASED
Shares32,999 from 34,215
Change-1,216 (-4%)
Value$976.4K (-$50.4K)
Filed 2026-10-28
Bulwark Capital Corp
INCREASED
Shares32,931 from 22,898
Change+10,033 (+44%)
Value$974.4K (+$287.3K)
Filed 2026-10-13
Globalt Investments LLC / GA
DECREASED
Shares32,388 from 33,133
Change-745 (-2%)
Value$958.4K (-$36.0K)
Filed 2026-10-27
HB Wealth Management, LLC
INCREASED
Shares31,982 from 7,202
Change+24,780 (+344%)
Value$946.3K (+$730.2K)
Filed 2026-10-23
Shum Financial Group, Inc.
NEW
Shares30,755
Change+30,755
Value$910.0K
Filed 2026-10-13
Diversify Wealth Management, LLC
DECREASED
Shares30,015 from 34,588
Change-4,573 (-13%)
Value$889.4K (-$144.1K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares30,015 from 34,588
Change-4,573 (-13%)
Value$889.4K (-$144.1K)
Filed 2026-10-20
WBH Advisory Inc
INCREASED
Shares29,931 from 19,910
Change+10,021 (+50%)
Value$885.7K (+$288.2K)
Filed 2026-11-05
Meridian Wealth Management, LLC
INCREASED
Shares29,918 from 29,637
Change+281 (+1%)
Value$885.3K (-$4.1K)
Filed 2026-11-05
Trilogy Capital Inc.
DECREASED
Shares29,693 from 36,043
Change-6,350 (-18%)
Value$878.6K (-$203.1K)
Filed 2026-10-20
Pacific Park Financial, Inc.
INCREASED
Shares29,519 from 19,289
Change+10,230 (+53%)
Value$873.5K (+$294.6K)
Filed 2026-10-13
Eclectic Associates Inc
DECREASED
Shares29,097 from 29,349
Change-252 (-1%)
Value$861.0K (-$19.8K)
Filed 2026-10-09
Prime Capital Investment Advisors, LLC
INCREASED
Shares28,734 from 28,560
Change+174 (+1%)
Value$850.2K (-$6.9K)
Filed 2026-10-20
Sowell Financial Services LLC
INCREASED
Shares26,154 from 25,143
Change+1,011 (+4%)
Value$773.9K (+$19.4K)
Filed 2026-10-23
Vise Technologies, Inc.
INCREASED
Shares25,994 from 19,296
Change+6,698 (+35%)
Value$769.2K (+$190.1K)
Filed 2026-10-29
Swmg, LLC
DECREASED
Shares25,051 from 802,312
Change-777,261 (-97%)
Value$744.0K (-$23.2M)
Filed 2026-10-23
Kestra Investment Management, LLC
DECREASED
Shares24,991 from 25,662
Change-671 (-3%)
Value$739.5K (-$30.6K)
Filed 2026-11-04
Bison Wealth, LLC
INCREASED
Shares24,936 from 24,830
Change+106 (+0%)
Value$738.4K (-$5.3K)
Filed 2026-10-13
Argonautica Private Wealth Management, Inc
INCREASED
Shares24,563 from 24,004
Change+559 (+2%)
Value$726.8K (+$6.5K)
Filed 2026-11-02
Bank of New York Mellon Corp
DECREASED
Shares24,408 from 210,249
Change-185,841 (-88%)
Value$722.2K (-$5.6M)
Filed 2026-11-05
BLB&B Advisors, LLC
INCREASED
Shares24,028 from 22,079
Change+1,949 (+9%)
Value$711.0K (+$48.4K)
Filed 2026-10-27
PKS Advisory Services, LLC
UNCHANGED
Shares23,670 from 23,670
Change0 (0%)
Value$710.3K ($0)
Filed 2026-10-26
Tilia Fiduciary Partners, Inc.
INCREASED
Shares23,652 from 20,433
Change+3,219 (+16%)
Value$699.9K (+$86.7K)
Filed 2026-10-09
J.W. Cole Advisors, Inc.
INCREASED
Shares23,283 from 23,161
Change+122 (+1%)
Value$688.9K (-$6.1K)
Filed 2026-11-05
Trail Ridge Investment Advisors, LLC
DECREASED
Shares22,761 from 22,828
Change-67 (0%)
Value$673.5K (-$11.6K)
Filed 2026-10-16
Cedar Point Capital Partners, LLC
INCREASED
Shares22,606 from 21,085
Change+1,521 (+7%)
Value$668.9K (+$36.2K)
Filed 2026-10-29
Marino, Stram & Associates LLC
INCREASED
Shares20,914 from 18,358
Change+2,556 (+14%)
Value$618.8K (+$67.9K)
Filed 2026-10-22
Advisor OS, LLC
DECREASED
Shares20,914 from 21,772
Change-858 (-4%)
Value$618.8K (-$34.5K)
Filed 2026-11-03
Nations Financial Group Inc,
DECREASED
Shares20,825 from 27,574
Change-6,749 (-24%)
Value$616.2K (-$211.3K)
Filed 2026-11-05
GK Wealth Management LLC
INCREASED
Shares19,559 from 18,968
Change+591 (+3%)
Value$578.8K (+$9.5K)
Filed 2026-10-09
Gradient Capital Advisors, LLC
DECREASED
Shares19,267 from 19,313
Change-46 (0%)
Value$570.1K (-$9.5K)
Filed 2026-10-21
Presilium Private Wealth, LLC
NEW
Shares19,154
Change+19,154
Value$566.8K
Filed 2026-10-26
AdvisorNet Financial, Inc
INCREASED
Shares19,099 from 18,792
Change+307 (+2%)
Value$565.3K (+$1.4K)
Filed 2026-10-15
Cottage Street Advisors LLC
INCREASED
Shares19,022 from 18,995
Change+27 (+0%)
Value$562.9K (-$7.2K)
Filed 2026-10-19
Investment Management Trust, LLC
DECREASED
Shares18,756 from 19,716
Change-960 (-5%)
Value$555.0K (-$36.7K)
Filed 2026-11-05
Mustard Seed Financial, LLC
DECREASED
Shares18,410 from 18,527
Change-117 (-1%)
Value$544.8K (-$11.2K)
Filed 2026-10-30
Fifth Third Securities, Inc.
INCREASED
Shares17,826 from 13,570
Change+4,256 (+31%)
Value$527.5K (+$120.2K)
Filed 2026-10-21
River's Edge Wealth Management, LLC
NEW
Shares17,683
Change+17,683
Value$524.3K
Filed 2026-10-19
Wealthstar Advisors, LLC
INCREASED
Shares17,508 from 17,496
Change+12 (+0%)
Value$518.0K (-$7.0K)
Filed 2026-10-19
Financial Network Wealth Advisors LLC
INCREASED
Shares17,487 from 15,624
Change+1,863 (+12%)
Value$517.4K (+$48.6K)
Filed 2026-10-28
Private Trust Co NA
INCREASED
Shares17,217 from 13,727
Change+3,490 (+25%)
Value$509.5K (+$97.5K)
Filed 2026-10-20
Commonwealth Financial Services, LLC
DECREASED
Shares16,738 from 25,638
Change-8,900 (-35%)
Value$495.3K (-$274.1K)
Filed 2026-10-20
LexAurum Advisors, LLC
UNCHANGED
Shares16,651 from 16,651
Change0 (0%)
Value$492.7K (-$7.0K)
Filed 2026-10-19
HUB Investment Partners, LLC
DECREASED
Shares16,543 from 17,618
Change-1,075 (-6%)
Value$489.5K (-$39.2K)
Filed 2026-11-03
Marion Wealth Management
INCREASED
Shares16,403 from 16,167
Change+236 (+1%)
Value$485.4K (+$218)
Filed 2026-10-22
Adelphi Trust Co
INCREASED
Shares16,281 from 14,500
Change+1,781 (+12%)
Value$481.8K (+$46.6K)
Filed 2026-10-05
Kingswood Wealth Advisors, LLC
UNCHANGED
Shares16,213 from 16,213
Change0 (0%)
Value$479.7K (-$6.8K)
Filed 2026-10-23
Breakwater Investment Management
UNCHANGED
Shares15,857 from 15,857
Change0 (0%)
Value$469.2K (-$6.7K)
Filed 2026-10-20
SpringVest Wealth Management LLC
DECREASED
Shares15,315 from 15,364
Change-49 (0%)
Value$453.2K (-$7.9K)
Filed 2026-10-27
Sheets Smith Wealth Management
DECREASED
Shares14,951 from 18,039
Change-3,088 (-17%)
Value$442.4K (-$98.9K)
Filed 2026-10-16
PFG Advisors
DECREASED
Shares14,948 from 15,855
Change-907 (-6%)
Value$442.3K (-$33.5K)
Filed 2026-10-16
Beam Wealth Advisors, Inc.
UNCHANGED
Shares14,918 from 14,918
Change0 (0%)
Value$441.4K (-$6.3K)
Filed 2026-11-03
Assetmark, Inc
DECREASED
Shares14,580 from 15,647
Change-1,067 (-7%)
Value$431.4K (-$38.1K)
Filed 2026-10-21
BCK Partners, Inc.
UNCHANGED
Shares14,220 from 14,220
Change0 (0%)
Value$420.8K (-$6.0K)
Filed 2026-10-23
Juncture Wealth Strategies, LLC
INCREASED
Shares14,194 from 14,123
Change+71 (+1%)
Value$420.0K (-$3.8K)
Filed 2026-10-06
GC Wealth Management RIA, LLC
NEW
Shares13,790
Change+13,790
Value$408.0K
Filed 2026-11-02
RDA Financial Network
DECREASED
Shares13,685 from 14,877
Change-1,192 (-8%)
Value$404.9K (-$41.5K)
Filed 2026-10-15
ARQ Wealth Advisors, LLC
NEW
Shares13,619
Change+13,619
Value$403.0K
Filed 2026-10-29
Brighton Jones LLC
NEW
Shares13,442
Change+13,442
Value$397.7K
Filed 2026-11-03
LEE Danner & Bass Inc
UNCHANGED
Shares13,250 from 13,250
Change0 (0%)
Value$392.1K (-$5.6K)
Filed 2026-10-27
Axxcess Wealth Management, LLC
INCREASED
Shares13,103 from 7,748
Change+5,355 (+69%)
Value$387.7K (+$155.2K)
Filed 2026-10-21
Stephens Group Asset Management, LLC
UNCHANGED
Shares12,491 from 12,491
Change0 (0%)
Value$369.6K (-$5.2K)
Filed 2026-10-09
Y.D. More Investments Ltd
INCREASED
Shares12,150 from 6,500
Change+5,650 (+87%)
Value$359.5K (+$164.5K)
Filed 2026-11-02
First County Bank
DECREASED
Shares12,010 from 12,105
Change-95 (-1%)
Value$355.4K (-$7.9K)
Filed 2026-10-13
Evergreen Capital Management LLC
UNCHANGED
Shares11,530 from 11,530
Change0 (0%)
Value$341.2K (-$4.8K)
Filed 2026-10-23
Avidian Wealth Enterprises, LLC
INCREASED
Shares11,446 from 9,381
Change+2,065 (+22%)
Value$338.7K (+$57.2K)
Filed 2026-10-08
Windsor Capital Management, LLC
DECREASED
Shares11,252 from 11,471
Change-219 (-2%)
Value$332.9K (-$11.3K)
Filed 2026-10-13
Stonehaven Wealth & TAX Solutions, LLC
DECREASED
Shares10,892 from 14,574
Change-3,682 (-25%)
Value$322.3K (-$115.1K)
Filed 2026-10-22
Sulzberger Capital Advisors, Inc.
DECREASED
Shares10,820 from 12,870
Change-2,050 (-16%)
Value$320.2K (-$66.1K)
Filed 2026-10-20
RFG - Bristol Wealth Advisors, LLC
DECREASED
Shares10,642 from 10,836
Change-194 (-2%)
Value$314.9K (-$10.3K)
Filed 2026-10-09
Narus Financial Partners, LLC
DECREASED
Shares10,634 from 11,077
Change-443 (-4%)
Value$314.7K (-$17.8K)
Filed 2026-10-19
Auour Investments LLC
DECREASED
Shares10,414 from 11,240
Change-826 (-7%)
Value$308.2K (-$29.2K)
Filed 2026-10-28
SimpliFi, Inc.
INCREASED
Shares10,216 from 10,108
Change+108 (+1%)
Value$302.3K (-$1.0K)
Filed 2026-10-28
WT Wealth Management
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$295.9K (-$4.2K)
Filed 2026-10-13
Rinkey Investments
INCREASED
Shares9,992 from 9,456
Change+536 (+6%)
Value$295.7K (+$11.9K)
Filed 2026-10-28
Naples Global Advisors, LLC
INCREASED
Shares9,970 from 9,920
Change+50 (+1%)
Value$295.0K (-$2.7K)
Filed 2026-11-05
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares9,875 from 9,875
Change0 (0%)
Value$292 (-$295.7K)
Filed 2026-11-02
Norden Group LLC
DECREASED
Shares9,646 from 9,993
Change-347 (-3%)
Value$285.4K (-$14.5K)
Filed 2026-10-20
Investors Research Corp
INCREASED
Shares9,624 from 9,368
Change+256 (+3%)
Value$284.8K (+$3.6K)
Filed 2026-10-07
SkyOak Wealth, LLC
UNCHANGED
Shares9,502 from 9,502
Change0 (0%)
Value$281.2K (-$4.0K)
Filed 2026-10-28
Reinhart Partners, Llc.
UNCHANGED
Shares9,500 from 9,500
Change0 (0%)
Value$281.1K (-$4.0K)
Filed 2026-10-09
SBI Securities Co., Ltd.
INCREASED
Shares9,447 from 4,426
Change+5,021 (+113%)
Value$279.5K (+$146.7K)
Filed 2026-10-22
ARS Wealth Advisors Group, LLC
UNCHANGED
Shares9,221 from 9,221
Change0 (0%)
Value$272.8K (-$3.9K)
Filed 2026-10-16
Odyssey Capital Advisors, Inc.
DECREASED
Shares9,216 from 11,235
Change-2,019 (-18%)
Value$272.7K (-$64.4K)
Filed 2026-10-26
Towercrest Capital Management
INCREASED
Shares9,039 from 8,361
Change+678 (+8%)
Value$259.2K (+$16.6K)
Filed 2026-10-23
Cypress Financial Planning LLC
DECREASED
Shares8,536 from 10,230
Change-1,694 (-17%)
Value$252.6K (-$54.4K)
Filed 2026-10-09
Intrua Financial, LLC
DECREASED
Shares8,377 from 22,848
Change-14,471 (-63%)
Value$247.9K (-$437.8K)
Filed 2026-10-28
Destiny Capital Corp
DECREASED
Shares8,360 from 8,495
Change-135 (-2%)
Value$247.4K (-$7.6K)
Filed 2026-11-03
Modera Wealth Management, LLC
UNCHANGED
Shares8,234 from 8,234
Change0 (0%)
Value$243.6K (-$3.5K)
Filed 2026-10-28
Alliance Wealth Management Group
INCREASED
Shares8,198 from 7,641
Change+557 (+7%)
Value$235.0K (+$13.4K)
Filed 2026-10-29
Narwhal Capital Management
NEW
Shares8,026
Change+8,026
Value$237.5K
Filed 2026-11-04
Cadent Capital Advisors, LLC
INCREASED
Shares8,015 from 7,928
Change+87 (+1%)
Value$237.2K (-$770)
Filed 2026-10-09
Activest Wealth Management
INCREASED
Shares7,972 from 7,886
Change+86 (+1%)
Value$235.9K (-$766)
Filed 2026-10-15
Diligent Investors, LLC
INCREASED
Shares7,924 from 7,900
Change+24 (+0%)
Value$234.5K (-$2.6K)
Filed 2026-10-21
Argentarii, LLC
DECREASED
Shares7,845 from 7,963
Change-118 (-1%)
Value$232.1K (-$6.0K)
Filed 2026-10-28
J. Safra Sarasin Holding AG
UNCHANGED
Shares7,754 from 7,754
Change0 (0%)
Value$233.2K ($0)
Filed 2026-10-26
Westside Investment Management, Inc.
INCREASED
Shares7,701 from 7,099
Change+602 (+8%)
Value$227.9K (+$14.8K)
Filed 2026-11-02
Clear Retirement Advice LLC
NEW
Shares7,472
Change+7,472
Value$221.1K
Filed 2026-10-22
Glenview Trust Co
DECREASED
Shares7,420 from 7,753
Change-333 (-4%)
Value$219.6K (-$13.1K)
Filed 2026-10-28
Walser Wealth Management Company, A Ltd Liability Co
NEW
Shares7,239
Change+7,239
Value$214.2K
Filed 2026-10-15
Uptown Financial Advisors LLC
UNCHANGED
Shares7,115 from 7,115
Change0 (0%)
Value$210.5K (-$3.0K)
Filed 2026-10-15
NBT Bank, N.A.
UNCHANGED
Shares7,085 from 7,085
Change0 (0%)
Value$209.6K (-$3.0K)
Filed 2026-10-21
High Net Worth Advisory Group LLC
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$207.1K (-$2.9K)
Filed 2026-10-26
Elser Financial Planning, Inc
UNCHANGED
Shares6,938 from 6,938
Change0 (0%)
Value$205.3K (-$2.9K)
Filed 2026-10-16
Lanark Financial, Inc.
DECREASED
Shares5,865 from 96,378
Change-90,513 (-94%)
Value$173.5K (-$2.7M)
Filed 2026-10-26
Capital Advisors, Ltd. LLC
INCREASED
Shares5,782 from 5,741
Change+41 (+1%)
Value$171 (-$1)
Filed 2026-10-27
UMB Private Wealth Management, LLC
NEW
Shares5,500
Change+5,500
Value$162.7K
Filed 2026-10-19
Citigroup Inc
DECREASED
Shares5,351 from 6,691
Change-1,340 (-20%)
Value$158.3K (-$42.5K)
Filed 2026-11-04
AlphaCore Capital LLC
INCREASED
Shares4,888 from 1,243
Change+3,645 (+293%)
Value$144.6K (+$107.4K)
Filed 2026-11-04
Phillips Financial Management, LLC
UNCHANGED
Shares4,670 from 4,670
Change0 (0%)
Value$138.2K (-$2.0K)
Filed 2026-10-19
SJS Investment Consulting Inc.
INCREASED
Shares4,430 from 4,290
Change+140 (+3%)
Value$131.1K (+$2.3K)
Filed 2026-10-26
Phillip James Consulting Co.
DECREASED
Shares4,361 from 4,544
Change-183 (-4%)
Value$129.0K (-$7.3K)
Filed 2026-11-03
McCarley & Cook Financial Planners
UNCHANGED
Shares4,325 from 4,325
Change0 (0%)
Value$128.0K (-$1.8K)
Filed 2026-10-21
Blue Trust, Inc.
INCREASED
Shares4,308 from 4,130
Change+178 (+4%)
Value$127.5K (+$3.5K)
Filed 2026-10-15
James T. Borello RIA
UNCHANGED
Shares4,180 from 4,180
Change0 (0%)
Value$123.7K (-$1.8K)
Filed 2026-10-16
Elevated Capital Advisors, LLC
DECREASED
Shares3,933 from 4,202
Change-269 (-6%)
Value$116.4K (-$9.7K)
Filed 2026-11-04
Princeton Global Asset Management LLC
INCREASED
Shares3,670 from 3,631
Change+39 (+1%)
Value$108.6K (-$352)
Filed 2026-10-21
Larson Financial Group LLC
DECREASED
Shares3,374 from 4,259
Change-885 (-21%)
Value$99.8K (-$28.0K)
Filed 2026-11-05
Buck Wealth Strategies, LLC
INCREASED
Shares3,272 from 3,061
Change+211 (+7%)
Value$96.8K (+$4.9K)
Filed 2026-10-28
IFP Advisors, Inc
DECREASED
Shares2,993 from 4,373
Change-1,380 (-32%)
Value$88.6K (-$42.7K)
Filed 2026-10-16
William Mack & Associates, Inc.
NEW
Shares2,934
Change+2,934
Value$86.8K
Filed 2026-10-27
Triumph Capital Management
UNCHANGED
Shares2,385 from 2,385
Change0 (0%)
Value$70.6K (-$1.0K)
Filed 2026-10-14
Lodestone Wealth Management LLC
UNCHANGED
Shares2,176 from 2,176
Change0 (0%)
Value$64.4K (-$914)
Filed 2026-10-14
American Capital Advisory, LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$59.2K (-$840)
Filed 2026-10-28
Nova Financial LLC
NEW
Shares1,697
Change+1,697
Value$50.2K
Filed 2026-11-04
Kennebec Savings Bank
DECREASED
Shares1,678 from 1,691
Change-13 (-1%)
Value$49.7K (-$1.1K)
Filed 2026-10-22
Atwood & Palmer Inc
UNCHANGED
Shares1,325 from 1,325
Change0 (0%)
Value$39.2K (-$557)
Filed 2026-10-08
Brown, Lisle Ings, Inc.
DECREASED
Shares1,305 from 1,397
Change-92 (-7%)
Value$38.6K (-$3.3K)
Filed 2026-10-16
Root Financial Partners, LLC
NEW
Shares1,211
Change+1,211
Value$35.8K
Filed 2026-10-21
Indiana Trust & Investment Management Co
UNCHANGED
Shares1,210 from 1,210
Change0 (0%)
Value$35.8K (-$508)
Filed 2026-10-22
EverSource Wealth Advisors, LLC
INCREASED
Shares1,088 from 982
Change+106 (+11%)
Value$32.2K (+$2.7K)
Filed 2026-11-04
Signaturefd, LLC
NEW
Shares909
Change+909
Value$26.9K
Filed 2026-10-23
Oakworth Capital, Inc.
DECREASED
Shares902 from 938
Change-36 (-4%)
Value$26.7K (-$1.4K)
Filed 2026-10-26
Balance Wealth Partners LLC
NEW
Shares763
Change+763
Value$22.6K
Filed 2026-10-27
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares713 from 713
Change0 (0%)
Value$21.1K (-$299)
Filed 2026-10-23
Latitude Advisors, LLC
NEW
Shares593
Change+593
Value$17.5K
Filed 2026-10-27
Bullock Wealth Management Group
INCREASED
Shares558 from 553
Change+5 (+1%)
Value$16.5K (-$70)
Filed 2026-10-09
POM Investment Strategies, LLC
NEW
Shares557
Change+557
Value$16.5K
Filed 2026-10-20
TD Waterhouse Canada Inc.
UNCHANGED
Shares543 from 543
Change0 (0%)
Value$16.0K (-$195)
Filed 2026-10-16
WestEnd Advisors, LLC
DECREASED
Shares489 from 693
Change-204 (-29%)
Value$14.5K (-$6.3K)
Filed 2026-10-27
Ascentis Wealth Management, LLC
NEW
Shares478
Change+478
Value$14.1K
Filed 2026-11-03
Downshift Financial, LLC
INCREASED
Shares388 from 81
Change+307 (+379%)
Value$11.5K (+$9.1K)
Filed 2026-10-13
United Financial Planning Group LLC
INCREASED
Shares305 from 301
Change+4 (+1%)
Value$9.0K (-$29)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
INCREASED
Shares270 from 104
Change+166 (+160%)
Value$8.0K (+$4.9K)
Filed 2026-11-05
Woodard & Co Asset Management Group Inc
UNCHANGED
Shares226 from 226
Change0 (0%)
Value$6.7K (-$95)
Filed 2026-11-03
Mcdonald Partners LLC
UNCHANGED
Shares224 from 224
Change0 (0%)
Value$6.6K (-$94)
Filed 2026-11-03
Mather Group, Llc.
UNCHANGED
Shares199 from 199
Change0 (0%)
Value$5.9K (-$84)
Filed 2026-10-14
Strengthening Families & Communities, LLC
INCREASED
Shares198 from 197
Change+1 (+1%)
Value$5.9K (-$41)
Filed 2026-10-21
Provident Wealth Management, LLC
DECREASED
Shares192 from 384
Change-192 (-50%)
Value$5.7K (-$5.8K)
Filed 2026-10-20
1620 Investment Advisors, Inc.
UNCHANGED
Shares137 from 137
Change0 (0%)
Value$4.1K (-$57)
Filed 2026-11-04
Independence Bank of Kentucky
NEW
Shares116
Change+116
Value$3.4K
Filed 2026-10-26
Simplex Trading, LLC
INCREASED
Shares112 from 84
Change+28 (+33%)
Value$3.3K (+$794)
Filed 2026-11-04
Fairway Wealth LLC
NEW
Shares103
Change+103
Value$3.0K
Filed 2026-10-30
Hughes Financial Services, LLC
NEW
Shares90
Change+90
Value$2.7K
Filed 2026-10-30
High Point Wealth Management, LLC
NEW
Shares68
Change+68
Value$2.0K
Filed 2026-11-05
Rossby Financial, LCC
UNCHANGED
Shares58 from 58
Change0 (0%)
Value$1.7K (-$25)
Filed 2026-11-05
Archer Investment Corp
NEW
Shares52
Change+52
Value$1.5K
Filed 2026-11-05
Heritage Family Offices, LLP
NEW
Shares42
Change+42
Value$1.2K
Filed 2026-11-02
Kingdom Financial Group Llc.
DECREASED
Shares41 from 411
Change-370 (-90%)
Value$1.2K (-$11.1K)
Filed 2026-11-04
Spire Wealth Management
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$1.2K (-$17)
Filed 2026-10-30
Monetary Solutions, Ltd
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$1.2K (-$17)
Filed 2026-10-22
Ascentis Independent Advisors
NEW
Shares26
Change+26
Value$769
Filed 2026-11-03
Golden State Wealth Management, LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$621 (-$9)
Filed 2026-11-02
DLK Investment Management, LLC
CLOSED
Shares0 from 300,295
Change-300,295 (-100%)
Value$0 (-$8.9M)
Filed 2026-10-09
Westover Capital Advisors, LLC
CLOSED
Shares0 from 202,234
Change-202,234 (-100%)
Value$0 (-$6.1M)
Filed 2026-10-26
KMG Fiduciary Partners, LLC
CLOSED
Shares0 from 81,413
Change-81,413 (-100%)
Value$0 (-$2.4M)
Filed 2026-10-14
Altiora Financial Group, LLC
CLOSED
Shares0 from 17,050
Change-17,050 (-100%)
Value$0 (-$511.7K)
Filed 2026-11-04
Factor Wealth Management LTD
CLOSED
Shares0 from 14,866
Change-14,866 (-100%)
Value$0 (-$446.1K)
Filed 2026-10-08
Clear Creek Financial Management, LLC
CLOSED
Shares0 from 11,785
Change-11,785 (-100%)
Value$0 (-$353.7K)
Filed 2026-10-28
AJ Advisors, LLC
CLOSED
Shares0 from 11,718
Change-11,718 (-100%)
Value$0 (-$351.6K)
Filed 2026-10-29
Idaho Trust Co
CLOSED
Shares0 from 10,133
Change-10,133 (-100%)
Value$0 (-$304.0K)
Filed 2026-11-04
Total Clarity Wealth Management, Inc.
CLOSED
Shares0 from 6,941
Change-6,941 (-100%)
Value$0 (-$208.3K)
Filed 2026-10-26
Braun-Bostich & Associates Inc.
CLOSED
Shares0 from 6,914
Change-6,914 (-100%)
Value$0 (-$207.5K)
Filed 2026-10-20
Hunter Associates Investment Management LLC
CLOSED
Shares0 from 6,673
Change-6,673 (-100%)
Value$0 (-$200.0K)
Filed 2026-10-26
Trust Co of Toledo NA
CLOSED
Shares0 from 2,200
Change-2,200 (-100%)
Value$0 (-$66.0K)
Filed 2026-10-16
Signature Equity Partners, LLC
CLOSED
Shares0 from 546
Change-546 (-100%)
Value$0 (-$16.4K)
Filed 2026-10-29
Cordgrass Capital Advisors, LLC
CLOSED
Shares0 from 484
Change-484 (-100%)
Value$0 (-$14.5K)
Filed 2026-10-30
Cornerstone Planning Group LLC
CLOSED
Shares0 from 257
Change-257 (-100%)
Value$0 (-$7.7K)
Filed 2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 244
Change-244 (-100%)
Value$0 (-$7.3K)
Filed 2026-10-14
Register Financial Advisors LLC
CLOSED
Shares0 from 160
Change-160 (-100%)
Value$0 (-$4.8K)
Filed 2026-10-23
Capital Investment Advisory Services, LLC
CLOSED
Shares0 from 54
Change-54 (-100%)
Value$0 (-$1.6K)
Filed 2026-10-30
Tucker Asset Management LLC
CLOSED
Shares0 from 42
Change-42 (-100%)
Value$0 (-$1.3K)
Filed 2026-10-29
Hoese & Co LLP
CLOSED
Shares0 from 33
Change-33 (-100%)
Value$0 (-$990)
Filed 2026-10-21
Central Bank of Brazil
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-04
JPMorgan Chase & Co
N/A
Shares— from 30,366,384
Change-30,366,384 (-100%)
Value—
FMR LLC
N/A
Shares— from 11,114,566
Change-11,114,566 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 10,812,015
Change-10,812,015 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 9,608,002
Change-9,608,002 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 7,942,328
Change-7,942,328 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 7,380,657
Change-7,380,657 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 6,659,159
Change-6,659,159 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 5,899,175
Change-5,899,175 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 5,333,999
Change-5,333,999 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 4,589,973
Change-4,589,973 (-100%)
Value—
Allstate Corp
N/A
Shares— from 4,175,145
Change-4,175,145 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 4,130,776
Change-4,130,776 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 3,586,297
Change-3,586,297 (-100%)
Value—
State Street Corp
N/A
Shares— from 3,530,180
Change-3,530,180 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,426,269
Change-3,426,269 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 3,179,236
Change-3,179,236 (-100%)
Value—
UBS Group AG
N/A
Shares— from 3,091,636
Change-3,091,636 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 2,431,812
Change-2,431,812 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 2,059,358
Change-2,059,358 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,978,779
Change-1,978,779 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,592,744
Change-1,592,744 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,466,270
Change-1,466,270 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,359,676
Change-1,359,676 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 1,321,897
Change-1,321,897 (-100%)
Value—
First Command Advisory Services, Inc.
N/A
Shares— from 1,282,848
Change-1,282,848 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 1,214,246
Change-1,214,246 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,193,025
Change-1,193,025 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 1,065,439
Change-1,065,439 (-100%)
Value—
Fisher Asset Management, LLC
N/A
Shares— from 994,610
Change-994,610 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 976,586
Change-976,586 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 867,445
Change-867,445 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 848,721
Change-848,721 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 812,437
Change-812,437 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 784,477
Change-784,477 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 779,131
Change-779,131 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 735,939
Change-735,939 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 706,242
Change-706,242 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 674,637
Change-674,637 (-100%)
Value—
Winthrop Capital Management, LLC
N/A
Shares— from 671,560
Change-671,560 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 642,570
Change-642,570 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 600,691
Change-600,691 (-100%)
Value—
Hardy Reed LLC
N/A
Shares— from 577,536
Change-577,536 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 518,720
Change-518,720 (-100%)
Value—
Rogco, LP
N/A
Shares— from 501,723
Change-501,723 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 483,874
Change-483,874 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 467,289
Change-467,289 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 463,198
Change-463,198 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 460,972
Change-460,972 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 451,671
Change-451,671 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 431,537
Change-431,537 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 417,039
Change-417,039 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 395,634
Change-395,634 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 321,320
Change-321,320 (-100%)
Value—
Saiph Capital, LLC
N/A
Shares— from 320,863
Change-320,863 (-100%)
Value—
GSA Capital Partners LLP
N/A
Shares— from 312,201
Change-312,201 (-100%)
Value—
Wellington Grp LLC
N/A
Shares— from 303,490
Change-303,490 (-100%)
Value—
Fairview Capital Investment Management, LLC
N/A
Shares— from 301,316
Change-301,316 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 297,294
Change-297,294 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 294,500
Change-294,500 (-100%)
Value—
Burling Wealth Partners, LLC
N/A
Shares— from 290,045
Change-290,045 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 269,152
Change-269,152 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 259,108
Change-259,108 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 253,287
Change-253,287 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 236,627
Change-236,627 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 223,112
Change-223,112 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 222,211
Change-222,211 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 209,484
Change-209,484 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 193,701
Change-193,701 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 182,163
Change-182,163 (-100%)
Value—
&partners
N/A
Shares— from 178,824
Change-178,824 (-100%)
Value—
RiverGlades Family Offices LLC
N/A
Shares— from 173,587
Change-173,587 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 167,151
Change-167,151 (-100%)
Value—
All Terrain Financial Advisors, LLC
N/A
Shares— from 166,168
Change-166,168 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 166,116
Change-166,116 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 165,400
Change-165,400 (-100%)
Value—
Staley Capital Advisers Inc
N/A
Shares— from 164,075
Change-164,075 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 160,789
Change-160,789 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 158,062
Change-158,062 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 150,000
Change-150,000 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 146,779
Change-146,779 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 146,472
Change-146,472 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 139,061
Change-139,061 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 137,563
Change-137,563 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 132,381
Change-132,381 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 130,057
Change-130,057 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 126,390
Change-126,390 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 115,297
Change-115,297 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 114,137
Change-114,137 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 113,154
Change-113,154 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 106,648
Change-106,648 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 106,180
Change-106,180 (-100%)
Value—
Stephens Inc
N/A
Shares— from 105,533
Change-105,533 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 102,782
Change-102,782 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 100,560
Change-100,560 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 93,630
Change-93,630 (-100%)
Value—
Jacobi Capital Management LLC
N/A
Shares— from 92,690
Change-92,690 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 92,255
Change-92,255 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 90,225
Change-90,225 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 89,550
Change-89,550 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 88,644
Change-88,644 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 86,410
Change-86,410 (-100%)
Value—
Gould Asset Management LLC
N/A
Shares— from 85,294
Change-85,294 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 76,929
Change-76,929 (-100%)
Value—
SSA Swiss Advisors AG
N/A
Shares— from 75,732
Change-75,732 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 73,368
Change-73,368 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 70,318
Change-70,318 (-100%)
Value—
Star Financial Bank
N/A
Shares— from 66,935
Change-66,935 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 66,630
Change-66,630 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 65,752
Change-65,752 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 65,261
Change-65,261 (-100%)
Value—
King Luther Capital Management Corp
N/A
Shares— from 65,135
Change-65,135 (-100%)
Value—
Laraway Financial Advisors Inc
N/A
Shares— from 64,416
Change-64,416 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 61,417
Change-61,417 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 59,612
Change-59,612 (-100%)
Value—
MainStreet Investment Advisors LLC
N/A
Shares— from 58,812
Change-58,812 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 57,836
Change-57,836 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 56,508
Change-56,508 (-100%)
Value—
FCA Corp
N/A
Shares— from 56,157
Change-56,157 (-100%)
Value—
Barnes Pettey Financial Advisors, LLC
N/A
Shares— from 55,883
Change-55,883 (-100%)
Value—
Blair William & Co
N/A
Shares— from 54,217
Change-54,217 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 54,083
Change-54,083 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 52,493
Change-52,493 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 49,965
Change-49,965 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 48,870
Change-48,870 (-100%)
Value—
Compass Financial Group, Inc.
N/A
Shares— from 48,310
Change-48,310 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 47,419
Change-47,419 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 47,024
Change-47,024 (-100%)
Value—
Soros Fund Management LLC
N/A
Shares— from 46,979
Change-46,979 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 46,753
Change-46,753 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 44,772
Change-44,772 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 43,055
Change-43,055 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 42,941
Change-42,941 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 42,863
Change-42,863 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 42,750
Change-42,750 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 42,589
Change-42,589 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 42,315
Change-42,315 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 42,246
Change-42,246 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 42,089
Change-42,089 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 41,333
Change-41,333 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 40,991
Change-40,991 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 39,227
Change-39,227 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 38,891
Change-38,891 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 38,433
Change-38,433 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 38,009
Change-38,009 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 37,543
Change-37,543 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 37,064
Change-37,064 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 36,957
Change-36,957 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 36,314
Change-36,314 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 36,127
Change-36,127 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 36,095
Change-36,095 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 33,993
Change-33,993 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 32,966
Change-32,966 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 32,404
Change-32,404 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 32,152
Change-32,152 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 31,903
Change-31,903 (-100%)
Value—
Aspire Private Capital, LLC
N/A
Shares— from 30,859
Change-30,859 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 30,560
Change-30,560 (-100%)
Value—
Zinnia Wealth Advisory, LLC
N/A
Shares— from 30,425
Change-30,425 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 30,110
Change-30,110 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 29,727
Change-29,727 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 29,316
Change-29,316 (-100%)
Value—
Entelevest, LLC
N/A
Shares— from 29,235
Change-29,235 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 28,956
Change-28,956 (-100%)
Value—
Advisor Resource Council
N/A
Shares— from 28,882
Change-28,882 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 28,835
Change-28,835 (-100%)
Value—
Trivium Point Advisory, LLC
N/A
Shares— from 28,506
Change-28,506 (-100%)
Value—
Mmbg Investment Advisors Co.
N/A
Shares— from 27,725
Change-27,725 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 25,108
Change-25,108 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 24,899
Change-24,899 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 24,847
Change-24,847 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 22,551
Change-22,551 (-100%)
Value—
Windward Private Wealth Management Inc.
N/A
Shares— from 22,103
Change-22,103 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 22,035
Change-22,035 (-100%)
Value—
Betterment LLC
N/A
Shares— from 21,570
Change-21,570 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 21,498
Change-21,498 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 20,850
Change-20,850 (-100%)
Value—
Capstone Wealth Management Group, LLC
N/A
Shares— from 20,481
Change-20,481 (-100%)
Value—
Tiemann Investment Advisors, LLC
N/A
Shares— from 20,250
Change-20,250 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 20,203
Change-20,203 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 19,390
Change-19,390 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 18,364
Change-18,364 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 17,706
Change-17,706 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 17,595
Change-17,595 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 16,857
Change-16,857 (-100%)
Value—
Members Trust Co
N/A
Shares— from 16,694
Change-16,694 (-100%)
Value—
Amara Financial, Llc.
N/A
Shares— from 16,454
Change-16,454 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 16,453
Change-16,453 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 15,830
Change-15,830 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 15,808
Change-15,808 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 15,265
Change-15,265 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 15,079
Change-15,079 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 15,050
Change-15,050 (-100%)
Value—
Samara Investment Management, LLC
N/A
Shares— from 14,772
Change-14,772 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 14,482
Change-14,482 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 14,266
Change-14,266 (-100%)
Value—
First National Bank & Trust Co of Newtown
N/A
Shares— from 14,190
Change-14,190 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 13,747
Change-13,747 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 13,000
Change-13,000 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 12,503
Change-12,503 (-100%)
Value—
Ceeto Capital Group, LLC
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 12,349
Change-12,349 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 11,852
Change-11,852 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 11,810
Change-11,810 (-100%)
Value—
Baltimore-Washington Financial Advisors, Inc.
N/A
Shares— from 11,771
Change-11,771 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 11,735
Change-11,735 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 11,583
Change-11,583 (-100%)
Value—
Red Door Wealth Management, LLC
N/A
Shares— from 11,200
Change-11,200 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 11,192
Change-11,192 (-100%)
Value—
Larch Capital Partners LLC
N/A
Shares— from 11,115
Change-11,115 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 10,304
Change-10,304 (-100%)
Value—
Mathes Company, Inc.
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 9,797
Change-9,797 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 9,534
Change-9,534 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 9,500
Change-9,500 (-100%)
Value—
Nwam LLC
N/A
Shares— from 9,209
Change-9,209 (-100%)
Value—
NBH Bank
N/A
Shares— from 9,023
Change-9,023 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 8,881
Change-8,881 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 8,555
Change-8,555 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 8,541
Change-8,541 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 8,534
Change-8,534 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 8,280
Change-8,280 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 8,031
Change-8,031 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 7,767
Change-7,767 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 7,463
Change-7,463 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 6,981
Change-6,981 (-100%)
Value—
Keener Financial Planning LLC
N/A
Shares— from 6,916
Change-6,916 (-100%)
Value—
Headland Capital, LLC
N/A
Shares— from 6,725
Change-6,725 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 6,713
Change-6,713 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 5,927
Change-5,927 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 5,618
Change-5,618 (-100%)
Value—
RED Reef Advisors LLC
N/A
Shares— from 5,572
Change-5,572 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 4,710
Change-4,710 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 4,432
Change-4,432 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 3,960
Change-3,960 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 3,748
Change-3,748 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 3,420
Change-3,420 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 2,755
Change-2,755 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 2,710
Change-2,710 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 2,630
Change-2,630 (-100%)
Value—
Winch Advisory Services, LLC
N/A
Shares— from 2,628
Change-2,628 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 2,380
Change-2,380 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 2,228
Change-2,228 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 2,187
Change-2,187 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 2,045
Change-2,045 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 1,690
Change-1,690 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 1,165
Change-1,165 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 1,136
Change-1,136 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,080
Change-1,080 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,030
Change-1,030 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 1,011
Change-1,011 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 1,005
Change-1,005 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 908
Change-908 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 836
Change-836 (-100%)
Value—
Hamrick Investment Counsel, llc
N/A
Shares— from 800
Change-800 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 617
Change-617 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 583
Change-583 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 577
Change-577 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 475
Change-475 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 459
Change-459 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 408
Change-408 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 392
Change-392 (-100%)
Value—
Silicon Valley Capital Partners
N/A
Shares— from 387
Change-387 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 386
Change-386 (-100%)
Value—
Motco
N/A
Shares— from 327
Change-327 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 207
Change-207 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 199
Change-199 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 185
Change-185 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 185
Change-185 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 155
Change-155 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 147
Change-147 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 122
Change-122 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 112
Change-112 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 72
Change-72 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 68
Change-68 (-100%)
Value—
Virtus Fixed Income Advisers, LLC
N/A
Shares— from 61
Change-61 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 47
Change-47 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 38
Change-38 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 16
Change-16 (-100%)
Value—
Barclays PLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Vestwell Advisors, LLC
N/A
Shares— from 0
Change0
Value—
Status
Creative Planning
INCREASED60,157,69656,313,973+3,843,723+7%$1.7B$1.8B+$90.1M2026-11-02
MCF Advisors LLC
INCREASED3,897,1873,503,919+393,268+11%$105.2M$115.3M+$10.2M2026-10-28
Rockwood Wealth Management, LLC
INCREASED2,633,9072,559,277+74,630+3%$76.8M$77.9M+$1.1M2026-10-27
BIP Wealth, LLC
INCREASED1,965,9721,742,998+222,974+13%$52.3M$58.2M+$5.9M2026-10-22
Rodgers & Associates, LTD
DECREASED1,764,0811,764,606-5250%$53.0M$52.2M-$756.7K2026-10-20
Gemmer Asset Management LLC
INCREASED1,626,010847,978+778,032+92%$25.4M$65.6M+$40.1M2026-10-16
Arkansas Financial Group, Inc.
INCREASED1,511,7441,479,226+32,518+2%$44.4M$44.7M+$340.9K2026-10-26
Capital Wealth Management, LLC
INCREASED1,314,6561,227,718+86,938+7%$36.8M$38.9M+$2.1M2026-10-27
Willow Creek Wealth Management Inc.
INCREASED1,298,3521,231,394+66,958+5%$37.0M$38.4M+$1.5M2026-10-26
Thrivent Financial for Lutherans
DECREASED1,266,2321,285,377-19,145-1%$38.6M$37.4K-$38.5M2026-11-05
Strategic Point Investment Advisors, LLC
INCREASED1,263,2581,240,756+22,502+2%$37.2M$37.4M+$144.7K2026-10-29
Quattro Financial Advisors LLC
INCREASED1,226,2051,214,781+11,424+1%$36.5M$36.3M-$172.2K2026-10-15
Orange Investment Advisors, Inc.
INCREASED1,216,7521,180,398+36,354+3%$35.4M$36.0M+$579.9K2026-10-23
Concord Wealth Partners
INCREASED1,173,4871,140,512+32,975+3%$34.2M$34.7M+$496.7K2026-11-02
Concord Asset Management, LLC
INCREASED1,133,1271,095,507+37,620+3%$32.9M$33.5M+$653.1K2026-11-02
Commonwealth Equity Services, LLC
INCREASED1,043,641629,188+414,453+66%$18.9M$30.9M+$12.0M2026-11-02
Walker Financial Services, Inc.
INCREASED1,011,818975,719+36,099+4%$29.3M$29.9M+$658.4K2026-10-26
Flagstone Financial Management
INCREASED1,004,664940,715+63,949+7%$28.2M$29.7M+$1.5M2026-11-05
Allspring Global Investments Holdings, LLC
UNCHANGED991,735991,73500%$29.8M$29.3M-$416.5K2026-11-04
SoundView Advisors Inc.
INCREASED962,148926,495+35,653+4%$27.8M$28.5K-$27.8M2026-11-04
Occidental Asset Management, LLC
INCREASED928,178860,897+67,281+8%$25.8M$27.5M+$1.6M2026-11-05
Cherry Tree Wealth Management, LLC
DECREASED730,194732,222-2,0280%$22.0M$21.6M-$367.6K2026-10-15
Royal Harbor Partners, LLC
NEW718,755—+718,755——$21.3M—2026-10-29
Horizon Financial Services, LLC
INCREASED689,104661,777+27,327+4%$19.9M$20.4M+$530.7K2026-11-04
Cedar Mountain Advisors, LLC
INCREASED650,921632,890+18,031+3%$19.0M$19.3M+$267.7K2026-10-15
TrueMark Investments, LLC
INCREASED514,037500,353+13,684+3%$15.0M$15.2M+$194.8K2026-11-05
Woodside Wealth Management LLC
INCREASED510,171508,464+1,707+0%$15.3M$15.1M-$163.0K2026-10-16
Gamma Investing LLC
INCREASED507,601476,603+30,998+7%$14.3M$15.0M+$717.1K2026-10-08
Tradewinds Capital Management, LLC
INCREASED486,38399,840+386,543+387%$3.0M$14.4M+$11.4M2026-10-23
RFG Advisory, LLC
INCREASED483,435441,147+42,288+10%$13.2M$14.3M+$1.1M2026-11-03
Cornerstone Management, Inc.
DECREASED466,695471,154-4,459-1%$14.1M$13.8M-$329.8K2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED445,036424,186+20,850+5%$12.7M$13.2M+$498.6K2026-10-13
RED Cedar Investment Management, LLC
DECREASED441,397721,787-280,390-39%$21.7M$13.1M-$8.6M2026-11-04
Timonier Family Office, Ltd.
DECREASED402,048404,345-2,297-1%$12.1M$11.9M-$237.8K2026-11-03
TD Private Client Wealth LLC
INCREASED401,157270,849+130,308+48%$8.1M$11.9M+$3.7M2026-10-28
Kraft, Davis & Associates, LLC
DECREASED389,464392,202-2,738-1%$11.7M$11.5M-$183.1K2026-10-21
Mirae Asset Global Investments Co., Ltd.
INCREASED387,957366,639+21,318+6%$11.0M$11.5M+$476.8K2026-11-03
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED385,043223,676+161,367+72%$6.7M$11.4M+$4.7M2026-10-27
Courier Capital LLC
INCREASED349,555308,484+41,071+13%$9.3M$10.3M+$1.1M2026-10-19
Southern Michigan Bank & Trust
INCREASED342,408338,691+3,717+1%$10.2M$10.1M-$32.3K2026-10-19
Truefg, LLC
INCREASED327,301317,381+9,920+3%$9.5M$9.7M+$160.2K2026-10-15
US Bancorp \de\
INCREASED324,629321,552+3,077+1%$9.6M$9.6M-$44.0K2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED322,081312,384+9,697+3%$9.4M$9.5K-$9.4M2026-11-02
Midwest Trust Co
INCREASED319,970307,502+12,468+4%$9.2M$9.5M+$239.8K2026-10-22
Integrity Alliance, Llc.
INCREASED319,772301,498+18,274+6%$9.0M$9.5M+$414.1K2026-10-29
Farther Finance Advisors, LLC
INCREASED308,604156,699+151,905+97%$4.7M$9.1M+$4.4M2026-10-08
Lighthouse Financial Services Inc
INCREASED305,449300,726+4,723+2%$9.0M$9.0M+$46.5K2026-11-02
Allen Investment Management, LLC
UNCHANGED300,971300,97100%$9.0M$8.9M-$126.4K2026-11-03
Climber Capital SA
INCREASED297,355291,929+5,426+2%$8.6M$8.2M-$394.1K2026-10-20
First Security Investment Management, Inc.
INCREASED288,519287,059+1,460+1%$8.6M$8.5M-$77.4K2026-11-05
Truist Financial Corp
INCREASED279,661114,220+165,441+145%$3.4M$8.3M+$4.8M2026-10-30
Creative Financial Designs Inc
DECREASED275,153341,437-66,284-19%$10.2M$8.1M-$2.1M2026-11-04
Gibbs Wealth Management
INCREASED274,563239,035+35,528+15%$7.2M$8.1M+$950.9K2026-10-22
Revisor Wealth Management LLC
INCREASED266,565264,926+1,639+1%$8.0M$7.9M-$48.1K2026-10-20
Cooke Wealth Management, LLC
INCREASED259,771258,544+1,227+0%$7.8M$7.7M-$72.3K2026-10-13
Bell Bank
NEW254,933—+254,933——$7.5M—2026-10-21
Dynamic Advisor Solutions LLC
INCREASED253,532247,349+6,183+3%$7.4M$7.5M+$79.1K2026-10-13
Badgley Phelps Wealth Managers, LLC
INCREASED251,295226,281+25,014+11%$6.8M$7.4M+$645.1K2026-10-22
Kelly Financial Group LLC
INCREASED250,98553,556+197,429+369%$1.6M$7.4M+$5.8M2026-10-16
Eukles Asset Management
INCREASED241,314197,591+43,723+22%$5.9M$7.1M+$1.2M2026-11-04
Parsons Capital Management Inc
INCREASED230,038223,680+6,358+3%$6.7M$6.8M+$94.2K2026-10-28
Simplicity Wealth,LLC
INCREASED226,776222,108+4,668+2%$6.7M$6.7M+$44.8K2026-10-23
Arrien Investments, Inc.
DECREASED210,250302,989-92,739-31%$9.1M$6.2M-$2.9M2026-10-30
Davenport & Co LLC
INCREASED192,913116,262+76,651+66%$3.5M$5.7M+$2.2M2026-10-14
Parcion Private Wealth LLC
INCREASED191,071186,339+4,732+3%$5.6M$5.7M+$61.8K2026-10-28
Prospera Financial Services Inc
INCREASED184,561172,834+11,727+7%$5.2M$5.5M+$304.0K2026-11-04
Martin Capital Partners, LLC
INCREASED180,257176,928+3,329+2%$5.3M$5.3M+$24.2K2026-10-07
Silver Lake Advisory, LLC
INCREASED165,989162,963+3,026+2%$4.9M$4.9M+$21.1K2026-10-22
Certified Advisory Corp
DECREASED163,842431,011-267,169-62%$12.9M$4.8M-$8.1M2026-10-29
Stone Summit Wealth LLC
INCREASED162,06772,212+89,855+124%$2.2M$4.8M+$2.6M2026-10-14
Retirement Planning Group, LLC
DECREASED161,389163,847-2,458-1%$4.9M$4.8M-$141.6K2026-10-19
Roan Capital Partners
INCREASED151,052147,234+3,818+3%$4.4M$4.5M+$51.1K2026-10-09
MGO One Seven LLC
NEW146,293—+146,293——$4.3M—2026-10-28
Manske Wealth Management
INCREASED143,810105,206+38,604+37%$3.2M$4.3M+$1.1M2026-10-26
Oasis Advisors, LLC
DECREASED140,585163,775-23,190-14%$4.9M$4.2M-$755.0K2026-10-16
CGN Advisors LLC
INCREASED137,653126,320+11,333+9%$3.8M$4.1M+$282.3K2026-10-21
Orin Green Financial, LLC
INCREASED131,555130,628+927+1%$3.9M$3.9M-$27.4K2026-10-19
Elevation Point Wealth Partners, LLC
DECREASED128,370254,698-126,328-50%$7.6M$3.8M-$3.8M2026-11-05
First Affirmative Financial Network
NEW125,779—+125,779——$3.7M—2026-10-21
Mascoma Wealth Management LLC
INCREASED124,679124,675+40%$3.7M$3.7M-$52.3K2026-10-23
Atria Investments, Inc
DECREASED121,216823,528-702,312-85%$24.7M$3.6M-$21.1M2026-10-15
Avior Wealth Management, LLC
INCREASED119,568117,540+2,028+2%$3.5M$3.5M+$10.6K2026-10-13
Aspetuck Financial Management LLC
INCREASED118,165114,575+3,590+3%$3.4M$3.5M+$58.1K2026-11-04
Mechanics Financial Corp
INCREASED117,726111,586+6,140+6%$3.3M$3.5M+$134.8K2026-11-05
Cornerstone Enterprises, LLC
DECREASED114,435147,670-33,235-23%$4.4M$3.4M-$1.0M2026-10-15
Rosenberg Matthew Hamilton
INCREASED114,374111,604+2,770+2%$3.3M$3.4M+$35.1K2026-10-05
MassMutual Private Wealth & Trust, FSB
DECREASED112,596112,769-1730%$3.4M$3.3M-$52.5K2026-10-05
Iron Financial LLC
DECREASED112,505119,506-7,001-6%$3.6M$3.3M-$257.4K2026-10-23
GEM Asset Management, LLC
INCREASED110,83286,430+24,402+28%$2.6M$3.3M+$685.8K2026-10-13
Boston Standard Wealth Management, LLC
INCREASED108,792102,413+6,379+6%$3.1M$3.2M+$156.7K2026-10-07
Cannon Advisors, Inc.
INCREASED102,66696,435+6,231+6%$2.9M$3.0M+$156.5K2026-10-14
Olio Financial Planning
INCREASED102,02789,293+12,734+14%$2.7M$3.0M+$339.3K2026-10-22
Sara-Bay Financial
NEW100,920—+100,920——$3.0M—2026-10-21
Capital Square, LLC
INCREASED100,55185,547+15,004+18%$2.6M$3.0M+$418.3K2026-10-19
Kestra Advisory Services, LLC
INCREASED99,00346,099+52,904+115%$1.4M$2.9M+$1.5M2026-11-02
Eagle Wealth Advisors LLC
INCREASED97,83888,939+8,899+10%$2.7M$2.9M+$226.0K2026-10-20
Eagle Global Advisors LLC
INCREASED96,41095,360+1,050+1%$2.9M$2.9M-$9.0K2026-11-02
Pacific Capital Wealth Advisors, Inc.
DECREASED95,779225,004-129,225-57%$6.8M$2.8M-$3.9M2026-10-22
Powerhouse Assets LLC
INCREASED95,37491,955+3,419+4%$2.8M$2.8M+$62.5K2026-10-19
McMill Wealth Management
NEW94,391—+94,391——$2.8M—2026-11-05
Brian LOW Financial Group, LLC
INCREASED90,55689,322+1,234+1%$2.7M$2.7M-$9612026-10-28
City Holding Co
INCREASED89,91774,360+15,557+21%$2.2M$2.7M+$429.7K2026-10-19
Fragasso Financial Advisors Inc
NEW86,550—+86,550——$2.6M—2026-10-13
Kohmann Bosshard Financial Services, LLC
INCREASED83,30636,698+46,608+127%$1.1M$2.5M+$1.4M2026-11-04
StoneX Group Inc.
DECREASED80,34287,005-6,663-8%$2.6M$2.4M-$234.5K2026-11-03
Portside Wealth Group, LLC
INCREASED77,79775,027+2,770+4%$2.3M$2.3M+$50.5K2026-10-20
United Community Bank
INCREASED73,77048,760+25,010+51%$1.5M$2.2M+$719.6K2026-10-28
Sharper & Granite LLC
DECREASED72,44976,409-3,960-5%$2.3M$2.2M-$114.5K2026-11-02
New Hampshire Trust
INCREASED69,38864,135+5,253+8%$1.9M$2.1M+$128.5K2026-10-20
Alpha Omega Wealth Management LLC
INCREASED68,17159,924+8,247+14%$1.8M$2.0M+$218.9K2026-10-23
Sigma Planning Corp
INCREASED67,29566,656+639+1%$2.0M$2.0M-$8.8K2026-10-23
Portland Financial Advisors Inc
INCREASED66,05456,023+10,031+18%$1.7M$2.0M+$273.3K2026-10-26
Meridian Financial Advisors, LLC
INCREASED64,92062,842+2,078+3%$1.9M$1.9M+$35.1K2026-10-14
Union Bancaire Privee, UBP SA
UNCHANGED64,17264,17200%$1.9M$1.9M-$28.2K2026-11-04
MidAtlantic Capital Management, Inc.
INCREASED63,98463,533+451+1%$1.9M$1.9M-$13.3K2026-11-05
Lido Advisors, LLC
INCREASED63,68248,044+15,638+33%$1.4M$1.9M+$442.6K2026-11-04
Gilpin Wealth Management, LLC
INCREASED63,48163,221+260+0%$1.9M$1.9M-$18.9K2026-10-09
Pinnacle Bancorp, Inc.
INCREASED62,75938,971+23,788+61%$1.2M$1.9M+$687.5K2026-10-21
Whitcomb & Hess, Inc.
INCREASED60,72260,480+242+0%$1.8M$1.8M-$18.2K2026-10-07
Kestra Private Wealth Services, LLC
DECREASED59,79362,471-2,678-4%$1.9M$1.8M-$105.5K2026-10-30
M Holdings Securities, Inc.
INCREASED57,70453,982+3,722+7%$1.6M$1.7K-$1.6M2026-11-03
Private Wealth Group, LLC
DECREASED57,19857,775-577-1%$1.7M$1.7M-$41.3K2026-10-19
Meitav Investment House LTD
INCREASED56,91443,651+13,263+30%$1.3M$1.7M+$371.4K2026-10-28
Gilbert Capital Group, Inc.
DECREASED55,62865,318-9,690-15%$2.0M$1.6M-$314.2K2026-10-28
Wealth Management Nebraska
DECREASED54,55184,468-29,917-35%$2.5M$1.6M-$920.7K2026-10-26
Dynamic Wealth Strategies, LLC
INCREASED54,42553,439+986+2%$1.6M$1.6M+$6.7K2026-10-16
Flagship Harbor Advisors, LLC
INCREASED53,55747,983+5,574+12%$1.4M$1.6M+$144.8K2026-10-26
Bfsg, LLC
DECREASED52,94054,052-1,112-2%$1.6M$1.6M-$55.6K2026-10-30
Eagle Strategies LLC
INCREASED52,93652,137+799+2%$1.6M$1.6M+$1.7K2026-10-16
Patriot Investment Management Group, Inc.
DECREASED52,25753,257-1,000-2%$1.6M$1.5M-$52.0K2026-10-15
Penobscot Investment Management Company, Inc.
UNCHANGED52,25052,25000%$1.6M$1.5M-$21.9K2026-10-26
Bailard, Inc.
INCREASED50,20247,989+2,213+5%$1.4M$1.5M+$45.3K2026-10-13
James Investment Research, Inc.
DECREASED49,39751,559-2,162-4%$1.5M$1.5M-$85.6K2026-10-22
Aspiriant, LLC
INCREASED49,38914,809+34,580+234%$444.4K$1.5M+$1.0M2026-10-16
Integrity Advisory Solutions, LLC
INCREASED48,00538,339+9,666+25%$1.2M$1.4M+$269.9K2026-10-29
CoreCap Advisors, LLC
INCREASED47,24137,918+9,323+25%$1.1M$1.4M+$259.9K2026-10-08
Apollon Wealth Management, LLC
DECREASED45,49246,965-1,473-3%$1.4M$1.3M-$63.3K2026-10-23
Park Avenue Securities LLC
DECREASED44,639116,364-71,725-62%$3.5M$1.3K-$3.5M2026-10-26
Woodmont Investment Counsel LLC
UNCHANGED43,88243,88200%$1.3M$1.3M-$18.4K2026-10-29
Capital Investment Services of America, Inc.
DECREASED40,60743,407-2,800-6%$1.3M$1.2M-$101.1K2026-11-02
Independent Financial Group, LLC
INCREASED39,52239,131+391+1%$1.2M$1.2M-$4.9K2026-10-13
Blue Water Asset Management
DECREASED38,61940,337-1,718-4%$1.2M$1.1M-$67.8K2026-11-04
Fonville Wealth Management LLC
DECREASED37,54838,286-738-2%$1.1M$1.1M-$37.9K2026-10-28
Echo Wealth Management, LLC
INCREASED37,52529,978+7,547+25%$899.6K$1.1M+$210.7K2026-10-15
SeaCrest Wealth Management, LLC
UNCHANGED37,19937,19900%$1.1M$1.1M-$15.6K2026-10-21
Koshinski Asset Management, Inc.
DECREASED36,67936,937-258-1%$1.1M$1.1M-$23.2K2026-10-29
TritonPoint Partners, LLC
DECREASED36,58738,792-2,205-6%$1.2M$1.1M-$81.5K2026-11-05
Parallel Advisors, LLC
INCREASED36,36334,641+1,722+5%$1.0M$1.1M+$36.4K2026-11-03
SAX Wealth Advisors, LLC
DECREASED36,05136,358-307-1%$1.1M$1.1M-$26.5K2026-10-13
YHB Investment Advisors, Inc.
DECREASED35,61936,932-1,313-4%$1.1M$1.1M-$54.4K2026-10-08
Ashton Thomas Private Wealth, LLC
INCREASED35,29032,569+2,721+8%$977.4K$1.0M+$66.8K2026-11-03
Thrive Capital Management, LLC
DECREASED32,99934,215-1,216-4%$1.0M$976.4K-$50.4K2026-10-28
Bulwark Capital Corp
INCREASED32,93122,898+10,033+44%$687.2K$974.4K+$287.3K2026-10-13
Globalt Investments LLC / GA
DECREASED32,38833,133-745-2%$994.3K$958.4K-$36.0K2026-10-27
HB Wealth Management, LLC
INCREASED31,9827,202+24,780+344%$216.1K$946.3K+$730.2K2026-10-23
Shum Financial Group, Inc.
NEW30,755—+30,755——$910.0K—2026-10-13
Diversify Wealth Management, LLC
DECREASED30,01534,588-4,573-13%$1.0M$889.4K-$144.1K2026-10-20
Diversify Advisory Services, LLC
DECREASED30,01534,588-4,573-13%$1.0M$889.4K-$144.1K2026-10-20
WBH Advisory Inc
INCREASED29,93119,910+10,021+50%$597.5K$885.7K+$288.2K2026-11-05
Meridian Wealth Management, LLC
INCREASED29,91829,637+281+1%$889.4K$885.3K-$4.1K2026-11-05
Trilogy Capital Inc.
DECREASED29,69336,043-6,350-18%$1.1M$878.6K-$203.1K2026-10-20
Pacific Park Financial, Inc.
INCREASED29,51919,289+10,230+53%$578.9K$873.5K+$294.6K2026-10-13
Eclectic Associates Inc
DECREASED29,09729,349-252-1%$880.8K$861.0K-$19.8K2026-10-09
Prime Capital Investment Advisors, LLC
INCREASED28,73428,560+174+1%$857.1K$850.2K-$6.9K2026-10-20
Sowell Financial Services LLC
INCREASED26,15425,143+1,011+4%$754.5K$773.9K+$19.4K2026-10-23
Vise Technologies, Inc.
INCREASED25,99419,296+6,698+35%$579.1K$769.2K+$190.1K2026-10-29
Swmg, LLC
DECREASED25,051802,312-777,261-97%$24.0M$744.0K-$23.2M2026-10-23
Kestra Investment Management, LLC
DECREASED24,99125,662-671-3%$770.1K$739.5K-$30.6K2026-11-04
Bison Wealth, LLC
INCREASED24,93624,830+106+0%$743.7K$738.4K-$5.3K2026-10-13
Argonautica Private Wealth Management, Inc
INCREASED24,56324,004+559+2%$720.4K$726.8K+$6.5K2026-11-02
Bank of New York Mellon Corp
DECREASED24,408210,249-185,841-88%$6.3M$722.2K-$5.6M2026-11-05
BLB&B Advisors, LLC
INCREASED24,02822,079+1,949+9%$662.6K$711.0K+$48.4K2026-10-27
PKS Advisory Services, LLC
UNCHANGED23,67023,67000%$710.3K$710.3K$02026-10-26
Tilia Fiduciary Partners, Inc.
INCREASED23,65220,433+3,219+16%$613.2K$699.9K+$86.7K2026-10-09
J.W. Cole Advisors, Inc.
INCREASED23,28323,161+122+1%$695.0K$688.9K-$6.1K2026-11-05
Trail Ridge Investment Advisors, LLC
DECREASED22,76122,828-670%$685.1K$673.5K-$11.6K2026-10-16
Cedar Point Capital Partners, LLC
INCREASED22,60621,085+1,521+7%$632.8K$668.9K+$36.2K2026-10-29
Marino, Stram & Associates LLC
INCREASED20,91418,358+2,556+14%$550.9K$618.8K+$67.9K2026-10-22
Advisor OS, LLC
DECREASED20,91421,772-858-4%$653.4K$618.8K-$34.5K2026-11-03
Nations Financial Group Inc,
DECREASED20,82527,574-6,749-24%$827.5K$616.2K-$211.3K2026-11-05
GK Wealth Management LLC
INCREASED19,55918,968+591+3%$569.3K$578.8K+$9.5K2026-10-09
Gradient Capital Advisors, LLC
DECREASED19,26719,313-460%$579.6K$570.1K-$9.5K2026-10-21
Presilium Private Wealth, LLC
NEW19,154—+19,154——$566.8K—2026-10-26
AdvisorNet Financial, Inc
INCREASED19,09918,792+307+2%$563.9K$565.3K+$1.4K2026-10-15
Cottage Street Advisors LLC
INCREASED19,02218,995+27+0%$570.0K$562.9K-$7.2K2026-10-19
Investment Management Trust, LLC
DECREASED18,75619,716-960-5%$591.7K$555.0K-$36.7K2026-11-05
Mustard Seed Financial, LLC
DECREASED18,41018,527-117-1%$556.0K$544.8K-$11.2K2026-10-30
Fifth Third Securities, Inc.
INCREASED17,82613,570+4,256+31%$407.2K$527.5K+$120.2K2026-10-21
River's Edge Wealth Management, LLC
NEW17,683—+17,683——$524.3K—2026-10-19
Wealthstar Advisors, LLC
INCREASED17,50817,496+12+0%$525.1K$518.0K-$7.0K2026-10-19
Financial Network Wealth Advisors LLC
INCREASED17,48715,624+1,863+12%$468.9K$517.4K+$48.6K2026-10-28
Private Trust Co NA
INCREASED17,21713,727+3,490+25%$411.9K$509.5K+$97.5K2026-10-20
Commonwealth Financial Services, LLC
DECREASED16,73825,638-8,900-35%$769.4K$495.3K-$274.1K2026-10-20
LexAurum Advisors, LLC
UNCHANGED16,65116,65100%$499.7K$492.7K-$7.0K2026-10-19
HUB Investment Partners, LLC
DECREASED16,54317,618-1,075-6%$528.7K$489.5K-$39.2K2026-11-03
Marion Wealth Management
INCREASED16,40316,167+236+1%$485.2K$485.4K+$2182026-10-22
Adelphi Trust Co
INCREASED16,28114,500+1,781+12%$435.1K$481.8K+$46.6K2026-10-05
Kingswood Wealth Advisors, LLC
UNCHANGED16,21316,21300%$486.6K$479.7K-$6.8K2026-10-23
Breakwater Investment Management
UNCHANGED15,85715,85700%$475.9K$469.2K-$6.7K2026-10-20
SpringVest Wealth Management LLC
DECREASED15,31515,364-490%$461.1K$453.2K-$7.9K2026-10-27
Sheets Smith Wealth Management
DECREASED14,95118,039-3,088-17%$541.4K$442.4K-$98.9K2026-10-16
PFG Advisors
DECREASED14,94815,855-907-6%$475.8K$442.3K-$33.5K2026-10-16
Beam Wealth Advisors, Inc.
UNCHANGED14,91814,91800%$447.7K$441.4K-$6.3K2026-11-03
Assetmark, Inc
DECREASED14,58015,647-1,067-7%$469.6K$431.4K-$38.1K2026-10-21
BCK Partners, Inc.
UNCHANGED14,22014,22000%$426.7K$420.8K-$6.0K2026-10-23
Juncture Wealth Strategies, LLC
INCREASED14,19414,123+71+1%$423.8K$420.0K-$3.8K2026-10-06
GC Wealth Management RIA, LLC
NEW13,790—+13,790——$408.0K—2026-11-02
RDA Financial Network
DECREASED13,68514,877-1,192-8%$446.5K$404.9K-$41.5K2026-10-15
ARQ Wealth Advisors, LLC
NEW13,619—+13,619——$403.0K—2026-10-29
Brighton Jones LLC
NEW13,442—+13,442——$397.7K—2026-11-03
LEE Danner & Bass Inc
UNCHANGED13,25013,25000%$397.6K$392.1K-$5.6K2026-10-27
Axxcess Wealth Management, LLC
INCREASED13,1037,748+5,355+69%$232.5K$387.7K+$155.2K2026-10-21
Stephens Group Asset Management, LLC
UNCHANGED12,49112,49100%$374.9K$369.6K-$5.2K2026-10-09
Y.D. More Investments Ltd
INCREASED12,1506,500+5,650+87%$195.1K$359.5K+$164.5K2026-11-02
First County Bank
DECREASED12,01012,105-95-1%$363.3K$355.4K-$7.9K2026-10-13
Evergreen Capital Management LLC
UNCHANGED11,53011,53000%$346.0K$341.2K-$4.8K2026-10-23
Avidian Wealth Enterprises, LLC
INCREASED11,4469,381+2,065+22%$281.5K$338.7K+$57.2K2026-10-08
Windsor Capital Management, LLC
DECREASED11,25211,471-219-2%$344.3K$332.9K-$11.3K2026-10-13
Stonehaven Wealth & TAX Solutions, LLC
DECREASED10,89214,574-3,682-25%$437.4K$322.3K-$115.1K2026-10-22
Sulzberger Capital Advisors, Inc.
DECREASED10,82012,870-2,050-16%$386.2K$320.2K-$66.1K2026-10-20
RFG - Bristol Wealth Advisors, LLC
DECREASED10,64210,836-194-2%$325.2K$314.9K-$10.3K2026-10-09
Narus Financial Partners, LLC
DECREASED10,63411,077-443-4%$332.4K$314.7K-$17.8K2026-10-19
Auour Investments LLC
DECREASED10,41411,240-826-7%$337.3K$308.2K-$29.2K2026-10-28
SimpliFi, Inc.
INCREASED10,21610,108+108+1%$303.3K$302.3K-$1.0K2026-10-28
WT Wealth Management
UNCHANGED10,00010,00000%$300.1K$295.9K-$4.2K2026-10-13
Rinkey Investments
INCREASED9,9929,456+536+6%$283.8K$295.7K+$11.9K2026-10-28
Naples Global Advisors, LLC
INCREASED9,9709,920+50+1%$297.7K$295.0K-$2.7K2026-11-05
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED9,8759,87500%$296.0K$292-$295.7K2026-11-02
Norden Group LLC
DECREASED9,6469,993-347-3%$299.9K$285.4K-$14.5K2026-10-20
Investors Research Corp
INCREASED9,6249,368+256+3%$281.1K$284.8K+$3.6K2026-10-07
SkyOak Wealth, LLC
UNCHANGED9,5029,50200%$285.2K$281.2K-$4.0K2026-10-28
Reinhart Partners, Llc.
UNCHANGED9,5009,50000%$285.1K$281.1K-$4.0K2026-10-09
SBI Securities Co., Ltd.
INCREASED9,4474,426+5,021+113%$132.8K$279.5K+$146.7K2026-10-22
ARS Wealth Advisors Group, LLC
UNCHANGED9,2219,22100%$276.7K$272.8K-$3.9K2026-10-16
Odyssey Capital Advisors, Inc.
DECREASED9,21611,235-2,019-18%$337.1K$272.7K-$64.4K2026-10-26
Towercrest Capital Management
INCREASED9,0398,361+678+8%$242.6K$259.2K+$16.6K2026-10-23
Cypress Financial Planning LLC
DECREASED8,53610,230-1,694-17%$307.0K$252.6K-$54.4K2026-10-09
Intrua Financial, LLC
DECREASED8,37722,848-14,471-63%$685.7K$247.9K-$437.8K2026-10-28
Destiny Capital Corp
DECREASED8,3608,495-135-2%$254.9K$247.4K-$7.6K2026-11-03
Modera Wealth Management, LLC
UNCHANGED8,2348,23400%$247.1K$243.6K-$3.5K2026-10-28
Alliance Wealth Management Group
INCREASED8,1987,641+557+7%$221.7K$235.0K+$13.4K2026-10-29
Narwhal Capital Management
NEW8,026—+8,026——$237.5K—2026-11-04
Cadent Capital Advisors, LLC
INCREASED8,0157,928+87+1%$237.9K$237.2K-$7702026-10-09
Activest Wealth Management
INCREASED7,9727,886+86+1%$236.7K$235.9K-$7662026-10-15
Diligent Investors, LLC
INCREASED7,9247,900+24+0%$237.1K$234.5K-$2.6K2026-10-21
Argentarii, LLC
DECREASED7,8457,963-118-1%$238.1K$232.1K-$6.0K2026-10-28
J. Safra Sarasin Holding AG
UNCHANGED7,7547,75400%$233.2K$233.2K$02026-10-26
Westside Investment Management, Inc.
INCREASED7,7017,099+602+8%$213.1K$227.9K+$14.8K2026-11-02
Clear Retirement Advice LLC
NEW7,472—+7,472——$221.1K—2026-10-22
Glenview Trust Co
DECREASED7,4207,753-333-4%$232.7K$219.6K-$13.1K2026-10-28
Walser Wealth Management Company, A Ltd Liability Co
NEW7,239—+7,239——$214.2K—2026-10-15
Uptown Financial Advisors LLC
UNCHANGED7,1157,11500%$213.5K$210.5K-$3.0K2026-10-15
NBT Bank, N.A.
UNCHANGED7,0857,08500%$212.6K$209.6K-$3.0K2026-10-21
High Net Worth Advisory Group LLC
UNCHANGED7,0007,00000%$210.1K$207.1K-$2.9K2026-10-26
Elser Financial Planning, Inc
UNCHANGED6,9386,93800%$208.2K$205.3K-$2.9K2026-10-16
Lanark Financial, Inc.
DECREASED5,86596,378-90,513-94%$2.9M$173.5K-$2.7M2026-10-26
Capital Advisors, Ltd. LLC
INCREASED5,7825,741+41+1%$172$171-$12026-10-27
UMB Private Wealth Management, LLC
NEW5,500—+5,500——$162.7K—2026-10-19
Citigroup Inc
DECREASED5,3516,691-1,340-20%$200.8K$158.3K-$42.5K2026-11-04
AlphaCore Capital LLC
INCREASED4,8881,243+3,645+293%$37.3K$144.6K+$107.4K2026-11-04
Phillips Financial Management, LLC
UNCHANGED4,6704,67000%$140.1K$138.2K-$2.0K2026-10-19
SJS Investment Consulting Inc.
INCREASED4,4304,290+140+3%$128.7K$131.1K+$2.3K2026-10-26
Phillip James Consulting Co.
DECREASED4,3614,544-183-4%$136.4K$129.0K-$7.3K2026-11-03
McCarley & Cook Financial Planners
UNCHANGED4,3254,32500%$129.8K$128.0K-$1.8K2026-10-21
Blue Trust, Inc.
INCREASED4,3084,130+178+4%$123.9K$127.5K+$3.5K2026-10-15
James T. Borello RIA
UNCHANGED4,1804,18000%$125.4K$123.7K-$1.8K2026-10-16
Elevated Capital Advisors, LLC
DECREASED3,9334,202-269-6%$126.1K$116.4K-$9.7K2026-11-04
Princeton Global Asset Management LLC
INCREASED3,6703,631+39+1%$109.0K$108.6K-$3522026-10-21
Larson Financial Group LLC
DECREASED3,3744,259-885-21%$127.8K$99.8K-$28.0K2026-11-05
Buck Wealth Strategies, LLC
INCREASED3,2723,061+211+7%$91.9K$96.8K+$4.9K2026-10-28
IFP Advisors, Inc
DECREASED2,9934,373-1,380-32%$131.2K$88.6K-$42.7K2026-10-16
William Mack & Associates, Inc.
NEW2,934—+2,934——$86.8K—2026-10-27
Triumph Capital Management
UNCHANGED2,3852,38500%$71.6K$70.6K-$1.0K2026-10-14
Lodestone Wealth Management LLC
UNCHANGED2,1762,17600%$65.3K$64.4K-$9142026-10-14
American Capital Advisory, LLC
UNCHANGED2,0002,00000%$60.0K$59.2K-$8402026-10-28
Nova Financial LLC
NEW1,697—+1,697——$50.2K—2026-11-04
Kennebec Savings Bank
DECREASED1,6781,691-13-1%$50.7K$49.7K-$1.1K2026-10-22
Atwood & Palmer Inc
UNCHANGED1,3251,32500%$39.8K$39.2K-$5572026-10-08
Brown, Lisle Ings, Inc.
DECREASED1,3051,397-92-7%$41.9K$38.6K-$3.3K2026-10-16
Root Financial Partners, LLC
NEW1,211—+1,211——$35.8K—2026-10-21
Indiana Trust & Investment Management Co
UNCHANGED1,2101,21000%$36.3K$35.8K-$5082026-10-22
EverSource Wealth Advisors, LLC
INCREASED1,088982+106+11%$29.5K$32.2K+$2.7K2026-11-04
Signaturefd, LLC
NEW909—+909——$26.9K—2026-10-23
Oakworth Capital, Inc.
DECREASED902938-36-4%$28.1K$26.7K-$1.4K2026-10-26
Balance Wealth Partners LLC
NEW763—+763——$22.6K—2026-10-27
Wilmington Savings Fund Society, FSB
UNCHANGED71371300%$21.4K$21.1K-$2992026-10-23
Latitude Advisors, LLC
NEW593—+593——$17.5K—2026-10-27
Bullock Wealth Management Group
INCREASED558553+5+1%$16.5K$16.5K-$702026-10-09
POM Investment Strategies, LLC
NEW557—+557——$16.5K—2026-10-20
TD Waterhouse Canada Inc.
UNCHANGED54354300%$16.2K$16.0K-$1952026-10-16
WestEnd Advisors, LLC
DECREASED489693-204-29%$20.8K$14.5K-$6.3K2026-10-27
Ascentis Wealth Management, LLC
NEW478—+478——$14.1K—2026-11-03
Downshift Financial, LLC
INCREASED38881+307+379%$2.4K$11.5K+$9.1K2026-10-13
United Financial Planning Group LLC
INCREASED305301+4+1%$9.0K$9.0K-$292026-11-04
Silver Grove Financial Group, Inc.
INCREASED270104+166+160%$3.1K$8.0K+$4.9K2026-11-05
Woodard & Co Asset Management Group Inc
UNCHANGED22622600%$6.8K$6.7K-$952026-11-03
Mcdonald Partners LLC
UNCHANGED22422400%$6.7K$6.6K-$942026-11-03
Mather Group, Llc.
UNCHANGED19919900%$6.0K$5.9K-$842026-10-14
Strengthening Families & Communities, LLC
INCREASED198197+1+1%$5.9K$5.9K-$412026-10-21
Provident Wealth Management, LLC
DECREASED192384-192-50%$11.5K$5.7K-$5.8K2026-10-20
1620 Investment Advisors, Inc.
UNCHANGED13713700%$4.1K$4.1K-$572026-11-04
Independence Bank of Kentucky
NEW116—+116——$3.4K—2026-10-26
Simplex Trading, LLC
INCREASED11284+28+33%$2.5K$3.3K+$7942026-11-04
Fairway Wealth LLC
NEW103—+103——$3.0K—2026-10-30
Hughes Financial Services, LLC
NEW90—+90——$2.7K—2026-10-30
High Point Wealth Management, LLC
NEW68—+68——$2.0K—2026-11-05
Rossby Financial, LCC
UNCHANGED585800%$1.7K$1.7K-$252026-11-05
Archer Investment Corp
NEW52—+52——$1.5K—2026-11-05
Heritage Family Offices, LLP
NEW42—+42——$1.2K—2026-11-02
Kingdom Financial Group Llc.
DECREASED41411-370-90%$12.3K$1.2K-$11.1K2026-11-04
Spire Wealth Management
UNCHANGED414100%$1.2K$1.2K-$172026-10-30
Monetary Solutions, Ltd
UNCHANGED414100%$1.2K$1.2K-$172026-10-22
Ascentis Independent Advisors
NEW26—+26——$769—2026-11-03
Golden State Wealth Management, LLC
UNCHANGED212100%$630$621-$92026-11-02
DLK Investment Management, LLC
CLOSED0300,295-300,295-100%$8.9M$0-$8.9M2026-10-09
Westover Capital Advisors, LLC
CLOSED0202,234-202,234-100%$6.1M$0-$6.1M2026-10-26
KMG Fiduciary Partners, LLC
CLOSED081,413-81,413-100%$2.4M$0-$2.4M2026-10-14
Altiora Financial Group, LLC
CLOSED017,050-17,050-100%$511.7K$0-$511.7K2026-11-04
Factor Wealth Management LTD
CLOSED014,866-14,866-100%$446.1K$0-$446.1K2026-10-08
Clear Creek Financial Management, LLC
CLOSED011,785-11,785-100%$353.7K$0-$353.7K2026-10-28
AJ Advisors, LLC
CLOSED011,718-11,718-100%$351.6K$0-$351.6K2026-10-29
Idaho Trust Co
CLOSED010,133-10,133-100%$304.0K$0-$304.0K2026-11-04
Total Clarity Wealth Management, Inc.
CLOSED06,941-6,941-100%$208.3K$0-$208.3K2026-10-26
Braun-Bostich & Associates Inc.
CLOSED06,914-6,914-100%$207.5K$0-$207.5K2026-10-20
Hunter Associates Investment Management LLC
CLOSED06,673-6,673-100%$200.0K$0-$200.0K2026-10-26
Trust Co of Toledo NA
CLOSED02,200-2,200-100%$66.0K$0-$66.0K2026-10-16
Signature Equity Partners, LLC
CLOSED0546-546-100%$16.4K$0-$16.4K2026-10-29
Cordgrass Capital Advisors, LLC
CLOSED0484-484-100%$14.5K$0-$14.5K2026-10-30
Cornerstone Planning Group LLC
CLOSED0257-257-100%$7.7K$0-$7.7K2026-10-16
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0244-244-100%$7.3K$0-$7.3K2026-10-14
Register Financial Advisors LLC
CLOSED0160-160-100%$4.8K$0-$4.8K2026-10-23
Capital Investment Advisory Services, LLC
CLOSED054-54-100%$1.6K$0-$1.6K2026-10-30
Tucker Asset Management LLC
CLOSED042-42-100%$1.3K$0-$1.3K2026-10-29
Hoese & Co LLP
CLOSED033-33-100%$990$0-$9902026-10-21
Central Bank of Brazil
UNCHANGED000—$0$0$02026-11-04
JPMorgan Chase & Co
N/A—30,366,384-30,366,384-100%$911.9M———
FMR LLC
N/A—11,114,566-11,114,566-100%$333.5M———
Valmark Advisers, Inc.
N/A—10,812,015-10,812,015-100%$324.5M———
LPL Financial LLC
N/A—9,608,002-9,608,002-100%$288.3M———
Morgan Stanley
N/A—7,942,328-7,942,328-100%$238.3M———
Bank of America Corp
N/A—7,380,657-7,380,657-100%$221.5M———
Baird Financial Group, Inc.
N/A—6,659,159-6,659,159-100%$199.8M———
Envestnet Asset Management Inc
N/A—5,899,175-5,899,175-100%$177.0M———
Advisory Alpha, LLC
N/A—5,333,999-5,333,999-100%$160.1M———
Huntington National Bank
N/A—4,589,973-4,589,973-100%$137.7M———
Allstate Corp
N/A—4,175,145-4,175,145-100%$125.3M———
Jane Street Group, LLC
N/A—4,130,776-4,130,776-100%$124.0M———
Royal Bank of Canada
N/A—3,586,297-3,586,297-100%$107.6M———
State Street Corp
N/A—3,530,180-3,530,180-100%$105.9M———
Wells Fargo & Company
N/A—3,426,269-3,426,269-100%$102.8M———
PNC Financial Services Group, Inc.
N/A—3,179,236-3,179,236-100%$95.4M———
UBS Group AG
N/A—3,091,636-3,091,636-100%$92.8M———
Goldman Sachs Group Inc
N/A—2,431,812-2,431,812-100%$73.0M———
Mariner, LLC
N/A—2,059,358-2,059,358-100%$61.8M———
Cetera Investment Advisers
N/A—1,978,779-1,978,779-100%$59.4M———
Osaic Holdings, Inc.
N/A—1,592,744-1,592,744-100%$47.8M———
Raymond James Financial Inc
N/A—1,466,270-1,466,270-100%$44.0M———
Strategic Wealth Partners, Ltd.
N/A—1,359,676-1,359,676-100%$40.8M———
Beacon Pointe Advisors, LLC
N/A—1,321,897-1,321,897-100%$39.7M———
First Command Advisory Services, Inc.
N/A—1,282,848-1,282,848-100%$38.5M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—1,214,246-1,214,246-100%$36.4M———
Ameriprise Financial Inc
N/A—1,193,025-1,193,025-100%$35.8M———
Manning & Napier Advisors LLC
N/A—1,065,439-1,065,439-100%$32.0M———
Fisher Asset Management, LLC
N/A—994,610-994,610-100%$29.8M———
Tiaa Wealth Investment Management LLC
N/A—976,586-976,586-100%$29.3M———
Wealthspire Retirement, LLC
N/A—867,445-867,445-100%$26.0M———
Tower Research Capital LLC (TRC)
N/A—848,721-848,721-100%$25.5M———
Waverly Advisors, LLC
N/A—812,437-812,437-100%$24.4M———
Clark Capital Management Group, Inc.
N/A—784,477-784,477-100%$23.5M———
Pinnacle Financial Partners, Inc.
N/A—779,131-779,131-100%$23.4M———
Geneos Wealth Management Inc.
N/A—735,939-735,939-100%$22.1M———
Rockefeller Capital Management L.P.
N/A—706,242-706,242-100%$21.2M———
Brown Advisory Inc
N/A—674,637-674,637-100%$20.2M———
Winthrop Capital Management, LLC
N/A—671,560-671,560-100%$20.2M———
Advisory Services Network, LLC
N/A—642,570-642,570-100%$19.3M———
Cohen & Steers, Inc.
N/A—600,691-600,691-100%$18.0M———
Hardy Reed LLC
N/A—577,536-577,536-100%$17.3M———
Equitable Holdings, Inc.
N/A—518,720-518,720-100%$15.6M———
Rogco, LP
N/A—501,723-501,723-100%$15.1M———
Modern Wealth Management, LLC
N/A—483,874-483,874-100%$14.5M———
Kingsview Wealth Management, LLC
N/A—467,289-467,289-100%$14.0M———
Sanctuary Advisors, LLC
N/A—463,198-463,198-100%$13.9M———
Private Advisor Group, LLC
N/A—460,972-460,972-100%$13.8M———
Smithfield Trust Co
N/A—451,671-451,671-100%$13.6M———
HRT Financial LP
N/A—431,537-431,537-100%$13.0M———
Susquehanna International Group, LLP
N/A—417,039-417,039-100%$12.5M———
Summit Financial, LLC
N/A—395,634-395,634-100%$11.9M———
Impact Partnership Wealth, LLC
N/A—321,320-321,320-100%$9.6M———
Saiph Capital, LLC
N/A—320,863-320,863-100%$9.6M———
GSA Capital Partners LLP
N/A—312,201-312,201-100%$9.4M———
Wellington Grp LLC
N/A—303,490-303,490-100%$9.1M———
Fairview Capital Investment Management, LLC
N/A—301,316-301,316-100%$9.0M———
Wrapmanager Inc
N/A—297,294-297,294-100%$8.9M———
Renaissance Technologies LLC
N/A—294,500-294,500-100%$8.8M———
Burling Wealth Partners, LLC
N/A—290,045-290,045-100%$8.7M———
Charles Schwab Investment Management Inc
N/A—269,152-269,152-100%$8.1M———
MML Investors Services, LLC
N/A—259,108-259,108-100%$7.8M———
Vestmark Advisory Solutions, Inc.
N/A—253,287-253,287-100%$7.6M———
Money Concepts Capital Corp
N/A—236,627-236,627-100%$7.1M———
Focus Partners Wealth
N/A—223,112-223,112-100%$6.7M———
Ameritas Advisory Services, LLC
N/A—222,211-222,211-100%$6.7M———
SageView Advisory Group, LLC
N/A—209,484-209,484-100%$6.3M———
Delta Asset Management LLC
N/A—193,701-193,701-100%$5.8M———
Foundations Investment Advisors, LLC
N/A—182,163-182,163-100%$5.5M———
&partners
N/A—178,824-178,824-100%$5.4M———
RiverGlades Family Offices LLC
N/A—173,587-173,587-100%$5.2M———
Cannon Wealth Management Services, LLC
N/A—167,151-167,151-100%$5.0M———
All Terrain Financial Advisors, LLC
N/A—166,168-166,168-100%$5.0M———
Gotham Asset Management, LLC
N/A—166,116-166,116-100%$5.0M———
Hilltop Holdings Inc.
N/A—165,400-165,400-100%$5.0M———
Staley Capital Advisers Inc
N/A—164,075-164,075-100%$4.9M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—160,789-160,789-100%$4.8M———
N.E.W. Advisory Services LLC
N/A—158,062-158,062-100%$4.7M———
Mirae Asset Global Etfs Holdings Ltd.
N/A—150,000-150,000-100%$4.5M———
Janney Montgomery Scott LLC
N/A—146,779-146,779-100%$4.4M———
HighTower Advisors, LLC
N/A—146,472-146,472-100%$4.4M———
HM Payson & Co
N/A—139,061-139,061-100%$4.2M———
Destination Wealth Management
N/A—137,563-137,563-100%$4.1M———
Stifel Financial Corp
N/A—132,381-132,381-100%$4.0M———
Financial Plan, Inc.
N/A—130,057-130,057-100%$3.9M———
Steward Partners Investment Advisory, LLC
N/A—126,390-126,390-100%$3.8M———
Bartlett & Co. Wealth Management LLC
N/A—115,297-115,297-100%$3.5M———
Vista Investment Management
N/A—114,137-114,137-100%$3.4M———
NewEdge Advisors, LLC
N/A—113,154-113,154-100%$3.4M———
CreativeOne Wealth, LLC
N/A—106,648-106,648-100%$3.2M———
Jones Financial Companies Lllp
N/A—106,180-106,180-100%$3.2M———
Stephens Inc
N/A—105,533-105,533-100%$3.2M———
Smith, Moore & Co.
N/A—102,782-102,782-100%$3.1M———
Guardian Wealth Advisors, LLC / NC
N/A—100,560-100,560-100%$3.0M———
Whittier Trust Co
N/A—93,630-93,630-100%$2.8M———
Jacobi Capital Management LLC
N/A—92,690-92,690-100%$2.8M———
Northwestern Mutual Wealth Management Co
N/A—92,255-92,255-100%$2.8M———
Old Mission Capital LLC
N/A—90,225-90,225-100%$2.7M———
Principal Securities, Inc.
N/A—89,550-89,550-100%$2.7M———
Empowered Funds, LLC
N/A—88,644-88,644-100%$2.7M———
Arete Wealth Advisors, LLC
N/A—86,410-86,410-100%$2.6M———
Gould Asset Management LLC
N/A—85,294-85,294-100%$2.6M———
Western Wealth Management, LLC
N/A—76,929-76,929-100%$2.3M———
SSA Swiss Advisors AG
N/A—75,732-75,732-100%$2.3M———
Fifth Third Bancorp
N/A—73,368-73,368-100%$2.2M———
Cerity Partners LLC
N/A—70,318-70,318-100%$2.1M———
Star Financial Bank
N/A—66,935-66,935-100%$2.0M———
Hirtle & Co., LLC
N/A—66,630-66,630-100%$2.0M———
Mutual Advisors, LLC
N/A—65,752-65,752-100%$2.0M———
Freestone Capital Holdings, LLC
N/A—65,261-65,261-100%$2.0M———
King Luther Capital Management Corp
N/A—65,135-65,135-100%$2.0M———
Laraway Financial Advisors Inc
N/A—64,416-64,416-100%$1.9M———
Drucker Wealth 3.0, LLC
N/A—61,417-61,417-100%$1.8M———
Zacks Investment Management
N/A—59,612-59,612-100%$1.8M———
MainStreet Investment Advisors LLC
N/A—58,812-58,812-100%$1.8M———
EP Wealth Advisors, LLC
N/A—57,836-57,836-100%$1.7M———
Caitlin John, LLC
N/A—56,508-56,508-100%$1.7M———
FCA Corp
N/A—56,157-56,157-100%$1.7M———
Barnes Pettey Financial Advisors, LLC
N/A—55,883-55,883-100%$1.7M———
Blair William & Co
N/A—54,217-54,217-100%$1.6M———
Mercer Global Advisors Inc
N/A—54,083-54,083-100%$1.6M———
Global Retirement Partners, LLC
N/A—52,493-52,493-100%$1.6M———
Prosperity Consulting Group, LLC
N/A—49,965-49,965-100%$1.5M———
Engineers Gate Manager LP
N/A—48,870-48,870-100%$1.5M———
Compass Financial Group, Inc.
N/A—48,310-48,310-100%$1.4M———
Lifeworks Advisors, LLC
N/A—47,419-47,419-100%$1.4M———
Bluespring Wealth Management, LLC
N/A—47,024-47,024-100%$1.4M———
Soros Fund Management LLC
N/A—46,979-46,979-100%$1.4M———
Koss-Olinger Consulting, LLC
N/A—46,753-46,753-100%$1.4M———
Stratos Wealth Partners, Ltd.
N/A—44,772-44,772-100%$1.3M———
Greenwich Wealth Management LLC
N/A—43,055-43,055-100%$1.3M———
Cascade Financial Partners, LLC
N/A—42,941-42,941-100%$1.3M———
Zhang Financial LLC
N/A—42,863-42,863-100%$1.3M———
Rockbridge Investment Management, LCC
N/A—42,750-42,750-100%$1.3M———
GWN Securities Inc.
N/A—42,589-42,589-100%$1.3M———
Guggenheim Capital LLC
N/A—42,315-42,315-100%$1.3M———
Merit Financial Group, LLC
N/A—42,246-42,246-100%$1.3M———
Leavell Investment Management, Inc.
N/A—42,089-42,089-100%$1.3M———
Migdal Insurance & Financial Holdings Ltd.
N/A—41,333-41,333-100%$1.2M———
Orion Capital Management LLC
N/A—40,991-40,991-100%$1.2M———
Argent Trust Co
N/A—39,227-39,227-100%$1.2M———
HighPoint Advisor Group LLC
N/A—38,891-38,891-100%$1.2M———
Roundview Capital LLC
N/A—38,433-38,433-100%$1.2M———
Tiaa Trust, National Association
N/A—38,009-38,009-100%$1.1M———
Captrust Financial Advisors
N/A—37,543-37,543-100%$1.1M———
Great Valley Advisor Group, Inc.
N/A—37,064-37,064-100%$1.1M———
Envestnet Portfolio Solutions, Inc.
N/A—36,957-36,957-100%$1.1M———
Wealthspire Advisors, LLC
N/A—36,314-36,314-100%$1.1M———
Focus Partners Advisor Solutions, LLC
N/A—36,127-36,127-100%$1.1M———
Wood Tarver Financial Group, LLC
N/A—36,095-36,095-100%$1.1M———
NewSquare Capital LLC
N/A—33,993-33,993-100%$1.0M———
AQR Capital Management LLC
N/A—32,966-32,966-100%$989.3K———
Wescott Financial Advisory Group, LLC
N/A—32,404-32,404-100%$972.4K———
Mayflower Financial Advisors, LLC
N/A—32,152-32,152-100%$964.9K———
GeoWealth Management, LLC
N/A—31,903-31,903-100%$957.4K———
Aspire Private Capital, LLC
N/A—30,859-30,859-100%$926.1K———
Savant Capital, LLC
N/A—30,560-30,560-100%$918.0K———
Zinnia Wealth Advisory, LLC
N/A—30,425-30,425-100%$913.1K———
Orion Porfolio Solutions, LLC
N/A—30,110-30,110-100%$903.6K———
IFG Advisory, LLC
N/A—29,727-29,727-100%$892.1K———
Advisors Asset Management, Inc.
N/A—29,316-29,316-100%$879.8K———
Entelevest, LLC
N/A—29,235-29,235-100%$877.4K———
Integrated Wealth Concepts LLC
N/A—28,956-28,956-100%$869.0K———
Advisor Resource Council
N/A—28,882-28,882-100%$865.0K———
Northern Trust Corp
N/A—28,835-28,835-100%$865.3K———
Trivium Point Advisory, LLC
N/A—28,506-28,506-100%$855.5K———
Mmbg Investment Advisors Co.
N/A—27,725-27,725-100%$832.0K———
Bank of Montreal
N/A—25,108-25,108-100%$753.5K———
HSBC Holdings PLC
N/A—25,000-25,000-100%$750.3K———
NewEdge Wealth, LLC
N/A—24,899-24,899-100%$747.2K———
Whittier Trust Co of Nevada Inc
N/A—24,847-24,847-100%$743.2K———
OneDigital Investment Advisors LLC
N/A—22,551-22,551-100%$676.7K———
Windward Private Wealth Management Inc.
N/A—22,103-22,103-100%$663.3K———
Alesco Advisors, LLC, An ESL Co
N/A—22,035-22,035-100%$661.3K———
Betterment LLC
N/A—21,570-21,570-100%$647.0K———
Wealth Care LLC
N/A—21,498-21,498-100%$645.2K———
PlanVest Financial, Inc
N/A—20,850-20,850-100%$625.7K———
Capstone Wealth Management Group, LLC
N/A—20,481-20,481-100%$614.6K———
Tiemann Investment Advisors, LLC
N/A—20,250-20,250-100%$607.7K———
World Investment Advisors
N/A—20,203-20,203-100%$607.2K———
Per Stirling Capital Management, Llc.
N/A—19,390-19,390-100%$581.9K———
Forefront Wealth Partners, LLC
N/A—18,364-18,364-100%$551.1K———
South Plains Financial, Inc.
N/A—17,706-17,706-100%$531.2K———
BFC Planning, Inc.
N/A—17,595-17,595-100%$528.0K———
Bragg Financial Advisors, Inc
N/A—16,857-16,857-100%$505.9K———
Members Trust Co
N/A—16,694-16,694-100%$501.0K———
Amara Financial, Llc.
N/A—16,454-16,454-100%$493.8K———
Harbour Investments, Inc.
N/A—16,453-16,453-100%$493.8K———
IAG Wealth Partners, LLC
N/A—15,830-15,830-100%$475.1K———
Astoria Portfolio Advisors Llc.
N/A—15,808-15,808-100%$474.4K———
Silvercrest Asset Management Group LLC
N/A—15,265-15,265-100%$458.1K———
UMB Bank, n.a.
N/A—15,079-15,079-100%$452.5K———
Curi Capital, LLC
N/A—15,050-15,050-100%$451.7K———
Samara Investment Management, LLC
N/A—14,772-14,772-100%$443.3K———
IHT Wealth Management, LLC
N/A—14,482-14,482-100%$434.6K———
Integrity Wealth Solutions LLC
N/A—14,266-14,266-100%$428.1K———
First National Bank & Trust Co of Newtown
N/A—14,190-14,190-100%$424.7K———
Fiduciary Group, LLC
N/A—13,747-13,747-100%$412.5K———
Private Wealth Asset Management, LLC
N/A—13,000-13,000-100%$390.1K———
Continuum Advisory, LLC
N/A—12,503-12,503-100%$375.2K———
Ceeto Capital Group, LLC
N/A—12,500-12,500-100%$375.0K———
Waterloo Capital, L.P.
N/A—12,349-12,349-100%$370.6K———
Arax Advisory Partners
N/A—11,852-11,852-100%$355.7K———
Capital Analysts, LLC
N/A—11,810-11,810-100%$355.0K———
Baltimore-Washington Financial Advisors, Inc.
N/A—11,771-11,771-100%$353.2K———
Cary Street Partners Financial LLC
N/A—11,735-11,735-100%$352.2K———
Flow Traders U.S. LLC
N/A—11,583-11,583-100%$348.0K———
Red Door Wealth Management, LLC
N/A—11,200-11,200-100%$336.1K———
Moneta Group Investment Advisors LLC
N/A—11,192-11,192-100%$335.9K———
Larch Capital Partners LLC
N/A—11,115-11,115-100%$333.6K———
National Bank of Canada
N/A—10,304-10,304-100%$309.2K———
Mathes Company, Inc.
N/A—10,000-10,000-100%$300.0K———
Wallace Advisory Group, LLC
N/A—9,797-9,797-100%$294.0K———
AE Wealth Management LLC
N/A—9,534-9,534-100%$286.1K———
Johnson Financial Group, Inc.
N/A—9,500-9,500-100%$285.1K———
Nwam LLC
N/A—9,209-9,209-100%$276.4K———
NBH Bank
N/A—9,023-9,023-100%$270.8K———
Snowden Capital Advisors LLC
N/A—8,881-8,881-100%$266.5K———
Quadrature Capital Ltd
N/A—8,555-8,555-100%$256.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—8,541-8,541-100%$256.3K———
Rialto Wealth Management, LLC
N/A—8,534-8,534-100%$256.1K———
Boston Family Office LLC
N/A—8,280-8,280-100%$248.0K———
Gateway Wealth Partners, LLC
N/A—8,031-8,031-100%$241.0K———
Liberty Wealth Management LLC
N/A—7,767-7,767-100%$233.6K———
IMA Advisory Services, Inc.
N/A—7,463-7,463-100%$224.0K———
Storen Legacy Partners, LLC
N/A—6,981-6,981-100%$209.5K———
Keener Financial Planning LLC
N/A—6,916-6,916-100%$207.0K———
Headland Capital, LLC
N/A—6,725-6,725-100%$201.8K———
Insigneo Advisory Services, LLC
N/A—6,713-6,713-100%$201.4K———
Graney & King, LLC
N/A—5,927-5,927-100%$177.9K———
Allworth Financial LP
N/A—5,618-5,618-100%$168.6K———
RED Reef Advisors LLC
N/A—5,572-5,572-100%$167.2K———
Anchor Investment Management, LLC
N/A—5,000-5,000-100%$150.1K———
Clearstead Advisors, LLC
N/A—4,710-4,710-100%$141.3K———
Atlas Capital Advisors Inc.
N/A—4,432-4,432-100%$133.0K———
Webster Bank, N. A.
N/A—3,960-3,960-100%$118.8K———
HFM Investment Advisors, LLC
N/A—3,748-3,748-100%$112.5K———
Aptus Capital Advisors, LLC
N/A—3,420-3,420-100%$102.6K———
Banque Transatlantique SA
N/A—2,755-2,755-100%$82.7K———
Crews Bank & Trust
N/A—2,710-2,710-100%$81.3K———
Dunhill Financial, LLC
N/A—2,630-2,630-100%$78.9K———
Winch Advisory Services, LLC
N/A—2,628-2,628-100%$78.9K———
Mcguire Capital Advisors Inc
N/A—2,380-2,380-100%$71.4K———
Tidemark, LLC
N/A—2,228-2,228-100%$66.9K———
Bessemer Group Inc
N/A—2,187-2,187-100%$66.0K———
TD Capital Management LLC
N/A—2,045-2,045-100%$61.4K———
HHM Wealth Advisors, LLC
N/A—1,690-1,690-100%$50.7K———
Strive Financial Group,LLC
N/A—1,165-1,165-100%$35.0K———
LRI Investments, LLC
N/A—1,136-1,136-100%$34.1K———
Ancora Advisors LLCA
N/A—1,080-1,080-100%$32.4K———
Synergy Investment Management, LLC
N/A—1,030-1,030-100%$30.9K———
Ameritas Investment Partners, Inc.
N/A—1,011-1,011-100%$30.3K———
SouthState Bank Corp
N/A—1,005-1,005-100%$30.2K———
Westfuller Advisors, LLC
N/A—908-908-100%$27.2K———
Cardiff Park Advisors, LLC
N/A—836-836-100%$25.1K———
Hamrick Investment Counsel, llc
N/A—800-800-100%$24.0K———
Integrity Financial Corp
N/A—617-617-100%$18.5K———
Napier Financial, LLC
N/A—583-583-100%$17.5K———
Caldwell Sutter Capital, Inc.
N/A—577-577-100%$17.3K———
Ameriflex Group, Inc.
N/A—475-475-100%$14.3K———
Millstone Evans Group, LLC
N/A—459-459-100%$13.8K———
Crewe Advisors LLC
N/A—408-408-100%$12.2K———
Basepoint Wealth LLC
N/A—392-392-100%$11.8K———
Silicon Valley Capital Partners
N/A—387-387-100%$11.6K———
WealthShield Partners, LLC
N/A—386-386-100%$11.6K———
Motco
N/A—327-327-100%$9.8K———
Medallion Wealth Advisors, LLC
N/A—207-207-100%$6.2K———
Aventura Private Wealth, LLC
N/A—199-199-100%$6.0K———
BlackRock, Inc.
N/A—185-185-100%$5.5K———
SOA Wealth Advisors, Llc.
N/A—185-185-100%$5.6K———
Bogart Wealth, LLC
N/A—155-155-100%$4.7K———
FAS Wealth Partners, Inc.
N/A—147-147-100%$4.4K———
Fiduciary Financial Advisors
N/A—122-122-100%$3.7K———
UBS Asset Management Americas LLC
N/A—112-112-100%$3.4K———
Horizon Investments, LLC
N/A—76-76-100%$2.3K———
Transamerica Financial Advisors, LLC
N/A—72-72-100%$2.2K———
Franklin Resources Inc
N/A—68-68-100%$2.0K———
Virtus Fixed Income Advisers, LLC
N/A—61-61-100%$1.8K———
Vanguard Advisers Inc
N/A—47-47-100%$1.4K———
FWL Investment Management, LLC
N/A—38-38-100%$1.1K———
Founders Financial Alliance, LLC
N/A—35-35-100%$1.1K———
Smartleaf Asset Management LLC
N/A—16-16-100%$480———
Barclays PLC
N/A—1-1-100%$30———
Russell Investments Group, Ltd.
N/A—1-1-100%$30———
Vestwell Advisors, LLC
N/A—00—$8———
Showing 620 of 620 institutions