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Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Municipal Employees' Retirement System of Michigan
INCREASED
Shares33,136,419 from 19,609,770
Change+13,526,649 (+69%)
Value$790.3K (-$513.6M)
Filed 2026-11-06
LPL Financial LLC
INCREASED
Shares12,295,248 from 10,918,643
Change+1,376,605 (+13%)
Value$293.2M (+$6.8M)
Filed 2026-11-06
Assetmark, Inc
INCREASED
Shares7,118,535 from 6,114,704
Change+1,003,831 (+16%)
Value$169.8M (+$9.4M)
Filed 2026-10-21
Globalt Investments LLC / GA
DECREASED
Shares5,486,501 from 5,617,536
Change-131,035 (-2%)
Value$130.9M (-$16.5M)
Filed 2026-10-27
Farther Finance Advisors, LLC
INCREASED
Shares4,847,123 from 4,177,217
Change+669,906 (+16%)
Value$115.6M (+$6.0M)
Filed 2026-10-08
Avantax Planning Partners, Inc.
INCREASED
Shares4,821,947 from 4,547,125
Change+274,822 (+6%)
Value$115.0M (-$4.3M)
Filed 2026-11-03
Mirae Asset Global Investments Co., Ltd.
DECREASED
Shares4,023,982 from 4,024,625
Change-643 (0%)
Value$96.0M (-$9.6M)
Filed 2026-11-03
One Day In July LLC
INCREASED
Shares3,880,155 from 3,828,998
Change+51,157 (+1%)
Value$92.5M (-$7.9M)
Filed 2026-10-30
Truist Financial Corp
DECREASED
Shares1,232,068 from 1,256,580
Change-24,512 (-2%)
Value$29.4M (-$3.6M)
Filed 2026-10-30
Concurrent Investment Advisors, LLC
INCREASED
Shares984,208 from 56,789
Change+927,419 (+1633%)
Value$23.5M (+$22.0M)
Filed 2026-10-16
Gradient Investments LLC
INCREASED
Shares978,923 from 953,502
Change+25,421 (+3%)
Value$23.3M (-$1.7M)
Filed 2026-10-08
New Harbor Financial Group, LLC
INCREASED
Shares903,197 from 248,658
Change+654,539 (+263%)
Value$21.5M (+$15.0M)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares869,531 from 533,704
Change+335,827 (+63%)
Value$20.7M (+$7.0M)
Filed 2026-10-13
Roberts Financial Services LLC
INCREASED
Shares863,949 from 482,932
Change+381,017 (+79%)
Value$20.6M (+$7.9M)
Filed 2026-10-23
Strategic Wealth Investment Group, LLC
DECREASED
Shares846,785 from 860,439
Change-13,654 (-2%)
Value$20.2M (-$2.4M)
Filed 2026-10-29
Thrivent Financial for Lutherans
INCREASED
Shares834,888 from 814,697
Change+20,191 (+2%)
Value$19.9K (-$21.3M)
Filed 2026-11-05
Ascent Group, LLC
INCREASED
Shares798,289 from 739,720
Change+58,569 (+8%)
Value$19.0M (-$363.7K)
Filed 2026-10-30
RFG Advisory, LLC
INCREASED
Shares761,436 from 689,172
Change+72,264 (+10%)
Value$18.2M (+$83.3K)
Filed 2026-11-03
McAdam, LLC
DECREASED
Shares755,475 from 834,106
Change-78,631 (-9%)
Value$18.0M (-$3.9M)
Filed 2026-10-21
Park Avenue Securities LLC
INCREASED
Shares748,827 from 660,318
Change+88,509 (+13%)
Value$17.9K (-$17.3M)
Filed 2026-10-26
Mather Group, Llc.
DECREASED
Shares746,147 from 1,870,380
Change-1,124,233 (-60%)
Value$17.8M (-$31.3M)
Filed 2026-10-14
Gibbs Wealth Management
INCREASED
Shares725,230 from 626,756
Change+98,474 (+16%)
Value$17.3M (+$856.9K)
Filed 2026-10-22
Perigon Wealth Management, LLC
INCREASED
Shares599,102 from 537,440
Change+61,662 (+11%)
Value$14.3M (+$191.5K)
Filed 2026-10-22
Tennessee Valley Asset Management Partners
DECREASED
Shares597,918 from 1,714,449
Change-1,116,531 (-65%)
Value$14.3M (-$30.7M)
Filed 2026-11-03
Sofi Wealth, LLC
DECREASED
Shares567,376 from 1,221,059
Change-653,683 (-54%)
Value$13.5M (-$18.5M)
Filed 2026-10-27
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares560,913 from 501,531
Change+59,382 (+12%)
Value$13.4K (-$13.1M)
Filed 2026-11-02
CFS Investment Advisory Services, LLC
INCREASED
Shares547,843 from 521,233
Change+26,610 (+5%)
Value$13.0M (-$563.0K)
Filed 2026-10-19
Strata Wealth Advisors, LLC
NEW
Shares544,531
Change+544,531
Value$13.0M
Filed 2026-10-16
Hudock, Inc.
NEW
Shares498,478
Change+498,478
Value$11.9M
Filed 2026-10-14
High Probability Advisors, LLC
INCREASED
Shares487,111 from 454,386
Change+32,725 (+7%)
Value$11.6M (-$300.9K)
Filed 2026-10-19
Citigroup Inc
DECREASED
Shares482,916 from 577,016
Change-94,100 (-16%)
Value$11.5M (-$3.6M)
Filed 2026-11-04
Security Financial Services, Inc.
INCREASED
Shares469,802 from 442,106
Change+27,696 (+6%)
Value$11.2M (-$391.7K)
Filed 2026-10-29
Consolidated Capital Management, LLC
INCREASED
Shares415,453 from 405,556
Change+9,897 (+2%)
Value$9.9M (-$729.2K)
Filed 2026-10-13
Impact Investors, Inc
DECREASED
Shares410,219 from 437,179
Change-26,960 (-6%)
Value$9.8M (-$1.7M)
Filed 2026-11-02
Appalachian Capital Management Ltd
INCREASED
Shares360,162 from 352,002
Change+8,160 (+2%)
Value$8.6M (-$643.2K)
Filed 2026-10-14
KWB Wealth
INCREASED
Shares353,594 from 331,642
Change+21,952 (+7%)
Value$8.4M (-$265.8K)
Filed 2026-10-16
Oppenheimer & Co Inc
DECREASED
Shares329,537 from 345,312
Change-15,775 (-5%)
Value$7.9M (-$1.2M)
Filed 2026-10-26
First Horizon Corp
INCREASED
Shares319,890 from 265,227
Change+54,663 (+21%)
Value$7.6M (+$672.5K)
Filed 2026-10-26
Avidian Wealth Enterprises, LLC
INCREASED
Shares319,863 from 302,082
Change+17,781 (+6%)
Value$7.6M (-$294.9K)
Filed 2026-10-08
Level Four Advisory Services, LLC
DECREASED
Shares308,929 from 537,264
Change-228,335 (-42%)
Value$7.4M (-$6.7M)
Filed 2026-11-06
Cordoba Advisory Partners LLC
NEW
Shares293,267
Change+293,267
Value$7.0M
Filed 2026-10-19
Elevation Point Wealth Partners, LLC
DECREASED
Shares283,167 from 834,847
Change-551,680 (-66%)
Value$6.8M (-$15.1M)
Filed 2026-11-05
Hobart Private Capital, LLC
INCREASED
Shares282,278 from 275,378
Change+6,900 (+3%)
Value$6.7M (-$490.8K)
Filed 2026-10-19
Shepherd Financial Partners LLC
DECREASED
Shares274,966 from 567,072
Change-292,106 (-52%)
Value$6.6M (-$8.3M)
Filed 2026-11-03
Detalus Advisors, LLC
INCREASED
Shares266,790 from 251,553
Change+15,237 (+6%)
Value$6.4M (-$235.3K)
Filed 2026-10-15
Foster Victor Wealth Advisors, LLC
DECREASED
Shares256,869 from 257,493
Change-624 (0%)
Value$6.2M (-$352.5K)
Filed 2026-10-21
Schwallier Wealth Management LLC
INCREASED
Shares247,559 from 233,446
Change+14,113 (+6%)
Value$5.9M (-$219.0K)
Filed 2026-11-05
Targeted Financial Services LLC
INCREASED
Shares231,279 from 223,427
Change+7,852 (+4%)
Value$5.5M (-$344.5K)
Filed 2026-10-19
Aspire Private Capital, LLC
INCREASED
Shares224,786 from 213,645
Change+11,141 (+5%)
Value$5.4M (-$242.8K)
Filed 2026-11-05
Portside Wealth Group, LLC
INCREASED
Shares222,799 from 198,701
Change+24,098 (+12%)
Value$5.3M (+$101.8K)
Filed 2026-10-20
Integrity Wealth Advisors, Inc.
NEW
Shares213,504
Change+213,504
Value$5.1M
Filed 2026-10-29
Simplicity Wealth,LLC
INCREASED
Shares204,728 from 196,159
Change+8,569 (+4%)
Value$4.9M (-$262.5K)
Filed 2026-10-23
Atria Investments, Inc
INCREASED
Shares200,316 from 143,021
Change+57,295 (+40%)
Value$4.8M (+$1.0M)
Filed 2026-10-15
Robinson Value Management, Ltd.
DECREASED
Shares199,780 from 205,075
Change-5,295 (-3%)
Value$4.8M (-$614.4K)
Filed 2026-10-20
Ferguson Shapiro LLC
NEW
Shares195,536
Change+195,536
Value$4.7M
Filed 2026-10-16
Broadway Wealth Solutions, Inc.
INCREASED
Shares188,121 from 173,205
Change+14,916 (+9%)
Value$4.5M (-$56.5K)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares181,941 from 175,670
Change+6,271 (+4%)
Value$4.3M (-$268.5K)
Filed 2026-11-02
Signal Advisors Wealth, LLC
INCREASED
Shares179,089 from 118,440
Change+60,649 (+51%)
Value$4.3M (+$1.2M)
Filed 2026-10-13
Clear Creek Financial Management, LLC
INCREASED
Shares174,296 from 160,923
Change+13,373 (+8%)
Value$4.2M (-$64.1K)
Filed 2026-10-28
Landmark Wealth Management, Inc.
INCREASED
Shares162,867 from 121,903
Change+40,964 (+34%)
Value$3.9M (+$686.9K)
Filed 2026-11-04
Elevated Financial Group LLC
NEW
Shares162,605
Change+162,605
Value$3.9M
Filed 2026-10-16
Genesee Capital Advisors, LLC
INCREASED
Shares154,302 from 153,899
Change+403 (+0%)
Value$3.7M (-$356.6K)
Filed 2026-10-20
Sowell Financial Services LLC
INCREASED
Shares151,863 from 127,935
Change+23,928 (+19%)
Value$3.6M (+$266.2K)
Filed 2026-10-23
Independent Financial Group, LLC
DECREASED
Shares147,011 from 156,156
Change-9,145 (-6%)
Value$3.5M (-$589.8K)
Filed 2026-10-13
Silverlake Wealth Management LLC
INCREASED
Shares146,036 from 140,520
Change+5,516 (+4%)
Value$3.5M (-$202.9K)
Filed 2026-10-21
Prime Capital Investment Advisors, LLC
INCREASED
Shares143,777 from 136,763
Change+7,014 (+5%)
Value$3.4M (-$158.2K)
Filed 2026-10-20
Raleigh Capital Management Inc.
INCREASED
Shares138,587 from 117,473
Change+21,114 (+18%)
Value$3.3M (+$224.0K)
Filed 2026-10-28
CoreCap Advisors, LLC
DECREASED
Shares136,974 from 144,413
Change-7,439 (-5%)
Value$3.3M (-$521.1K)
Filed 2026-10-08
Horizon Financial Services, LLC
INCREASED
Shares135,770 from 129,647
Change+6,123 (+5%)
Value$3.2M (-$162.5K)
Filed 2026-11-04
Fisher Asset Management, LLC
DECREASED
Shares131,909 from 571,139
Change-439,230 (-77%)
Value$3.1M (-$11.8M)
Filed 2026-11-06
Fifth Third Bancorp
INCREASED
Shares126,118 from 85,061
Change+41,057 (+48%)
Value$3.0M (+$776.8K)
Filed 2026-11-05
Smart Wealth LLC
INCREASED
Shares125,559 from 24,167
Change+101,392 (+420%)
Value$3.0M (+$2.4M)
Filed 2026-11-04
Willis Johnson Wealth, Inc.
INCREASED
Shares124,006 from 119,707
Change+4,299 (+4%)
Value$3.0M (-$182.4K)
Filed 2026-11-03
Plan Group Financial, LLC
INCREASED
Shares120,602 from 119,566
Change+1,036 (+1%)
Value$3.0M (-$185.1K)
Filed 2026-10-22
Frontier Asset Management, LLC
INCREASED
Shares120,261 from 116,864
Change+3,397 (+3%)
Value$2.9M (-$197.1K)
Filed 2026-10-28
Integrated Capital Management, Inc.
INCREASED
Shares114,632 from 103,455
Change+11,177 (+11%)
Value$2.7M (+$20.3K)
Filed 2026-10-09
Prospera Financial Services Inc
NEW
Shares107,318
Change+107,318
Value$2.7M
Filed 2026-11-04
Roan Capital Partners
INCREASED
Shares105,822 from 105,696
Change+126 (+0%)
Value$2.5M (-$248.6K)
Filed 2026-10-09
Professional Financial Management, Inc.
INCREASED
Shares101,636 from 55,917
Change+45,719 (+82%)
Value$2.4M (+$957.3K)
Filed 2026-10-22
Leo Wealth, LLC
NEW
Shares97,523
Change+97,523
Value$2.3M
Filed 2026-10-26
AlphaStar Capital Management, LLC
INCREASED
Shares97,383 from 92,190
Change+5,193 (+6%)
Value$2.3M (-$95.5K)
Filed 2026-10-16
FDx Advisors, Inc.
INCREASED
Shares90,722 from 87,607
Change+3,115 (+4%)
Value$2.2K (-$2.3M)
Filed 2026-11-05
Fire Capital Management LLC
DECREASED
Shares90,195 from 99,526
Change-9,331 (-9%)
Value$2.2M (-$459.4K)
Filed 2026-10-27
Diversify Wealth Management, LLC
INCREASED
Shares88,262 from 28,803
Change+59,459 (+206%)
Value$2.2M (+$1.4M)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares88,262 from 28,803
Change+59,459 (+206%)
Value$2.2M (+$1.4M)
Filed 2026-10-20
Krilogy Financial LLC
DECREASED
Shares87,313 from 94,620
Change-7,307 (-8%)
Value$2.1M (-$395.1K)
Filed 2026-10-13
Boltwood Capital Management
INCREASED
Shares83,755 from 81,685
Change+2,070 (+3%)
Value$2.0M (-$145.0K)
Filed 2026-10-02
Jacobi Capital Management LLC
INCREASED
Shares81,395 from 80,093
Change+1,302 (+2%)
Value$1.9M (-$159.5K)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares81,077 from 81,603
Change-526 (-1%)
Value$1.9M (-$206.8K)
Filed 2026-11-02
GenWealth Group, Inc.
INCREASED
Shares79,877 from 79,371
Change+506 (+1%)
Value$1.9M (-$176.8K)
Filed 2026-10-16
Archer Investment Management, LLC
INCREASED
Shares78,975 from 72,540
Change+6,435 (+9%)
Value$1.9M (-$19.2K)
Filed 2026-10-13
Birch Financial Group, LLC
INCREASED
Shares77,156 from 73,536
Change+3,620 (+5%)
Value$1.8M (-$88.7K)
Filed 2026-10-27
PFG Advisors
DECREASED
Shares74,528 from 81,511
Change-6,983 (-9%)
Value$1.8M (-$360.6K)
Filed 2026-10-16
Vise Technologies, Inc.
INCREASED
Shares74,166 from 64,881
Change+9,285 (+14%)
Value$1.8M (+$67.0K)
Filed 2026-10-29
Town Capital LLC
DECREASED
Shares72,825 from 181,437
Change-108,612 (-60%)
Value$1.7M (-$3.0M)
Filed 2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED
Shares67,746 from 63,665
Change+4,081 (+6%)
Value$1.6M (-$54.2K)
Filed 2026-10-13
IFP Advisors, Inc
INCREASED
Shares62,995 from 50,870
Change+12,125 (+24%)
Value$1.5M (+$168.1K)
Filed 2026-10-16
Midwest Financial Network, LLC
INCREASED
Shares62,774 from 19,452
Change+43,322 (+223%)
Value$1.5M (+$987.0K)
Filed 2026-10-13
Tempus Wealth Planning, LLC
INCREASED
Shares61,354 from 60,468
Change+886 (+1%)
Value$1.5M (-$122.8K)
Filed 2026-10-14
Narus Financial Partners, LLC
INCREASED
Shares61,260 from 52,391
Change+8,869 (+17%)
Value$1.5M (+$86.8K)
Filed 2026-10-19
Koshinski Asset Management, Inc.
DECREASED
Shares59,695 from 60,971
Change-1,276 (-2%)
Value$1.4M (-$175.5K)
Filed 2026-10-29
Lanark Financial, Inc.
INCREASED
Shares58,265 from 401
Change+57,864 (+14430%)
Value$1.4M (+$1.4M)
Filed 2026-10-26
International Private Wealth Advisors LLC
INCREASED
Shares56,940 from 45,990
Change+10,950 (+24%)
Value$1.4M (+$151.7K)
Filed 2026-11-05
WealthPoint Financial, LLC
INCREASED
Shares56,875 from 44,661
Change+12,214 (+27%)
Value$1.4M (+$185.0K)
Filed 2026-11-03
Legacy Wealth Partners, LLC
INCREASED
Shares55,523 from 37,011
Change+18,512 (+50%)
Value$1.3M (+$353.4K)
Filed 2026-10-15
Simon Quick Advisors, LLC
DECREASED
Shares54,416 from 61,701
Change-7,285 (-12%)
Value$1.3M (-$320.6K)
Filed 2026-10-26
Balance Wealth Partners LLC
INCREASED
Shares53,898 from 12,926
Change+40,972 (+317%)
Value$1.3M (+$946.4K)
Filed 2026-10-27
BIP Wealth, LLC
DECREASED
Shares51,425 from 52,222
Change-797 (-2%)
Value$1.2M (-$143.3K)
Filed 2026-10-22
Choreo, LLC
DECREASED
Shares50,437 from 68,221
Change-17,784 (-26%)
Value$1.2M (-$586.5K)
Filed 2026-10-28
Private Advisory Group LLC
INCREASED
Shares50,039 from 49,628
Change+411 (+1%)
Value$1.2M (-$108.3K)
Filed 2026-11-06
HUB Investment Partners, LLC
INCREASED
Shares49,052 from 48,119
Change+933 (+2%)
Value$1.2M (-$92.3K)
Filed 2026-11-03
BlueChip Wealth Advisors LLC
INCREASED
Shares48,704 from 39,195
Change+9,509 (+24%)
Value$1.2M (+$133.5K)
Filed 2026-11-03
B. Riley Wealth Advisors, Inc.
INCREASED
Shares48,559 from 43,544
Change+5,015 (+12%)
Value$1.2M (+$3.3K)
Filed 2026-10-13
Bank of New York Mellon Corp
DECREASED
Shares46,530 from 49,698
Change-3,168 (-6%)
Value$1.1M (-$193.8K)
Filed 2026-11-05
Axxcess Wealth Management, LLC
DECREASED
Shares46,503 from 221,553
Change-175,050 (-79%)
Value$1.1M (-$4.7M)
Filed 2026-10-21
Invested Advisors
INCREASED
Shares45,176 from 41,292
Change+3,884 (+9%)
Value$1.1M (-$5.6K)
Filed 2026-10-23
Balefire, LLC
INCREASED
Shares45,058 from 37,703
Change+7,355 (+20%)
Value$1.1M (+$85.7K)
Filed 2026-10-09
Lockerman Financial Group, Inc.
INCREASED
Shares43,860 from 34,847
Change+9,013 (+26%)
Value$1.0M (+$132.0K)
Filed 2026-10-19
Columbus Macro, LLC
DECREASED
Shares43,372 from 185,951
Change-142,579 (-77%)
Value$1.0M (-$3.8M)
Filed 2026-10-14
Advisor OS, LLC
DECREASED
Shares43,109 from 47,261
Change-4,152 (-9%)
Value$1.0M (-$211.5K)
Filed 2026-11-03
PNC Financial Services Group, Inc.
DECREASED
Shares43,104 from 61,949
Change-18,845 (-30%)
Value$1.0M (-$596.9K)
Filed 2026-11-06
Citizens & Northern Corp
INCREASED
Shares42,851 from 29,228
Change+13,623 (+47%)
Value$1.0M (+$255.3K)
Filed 2026-11-06
Richardson Financial Services Inc.
INCREASED
Shares42,840 from 37,766
Change+5,074 (+13%)
Value$1.0M (+$31.1K)
Filed 2026-10-30
Clarity Retirement & Wealth, LLC
INCREASED
Shares42,731 from 39,178
Change+3,553 (+9%)
Value$1.0M (-$8.5K)
Filed 2026-11-04
Goodman Advisory Group, LLC
DECREASED
Shares42,476 from 53,763
Change-11,287 (-21%)
Value$1.0M (-$397.1K)
Filed 2026-11-02
MGO One Seven LLC
INCREASED
Shares42,178 from 37,615
Change+4,563 (+12%)
Value$1.0M (+$19.3K)
Filed 2026-10-28
Vicus Capital
INCREASED
Shares41,992 from 40,177
Change+1,815 (+5%)
Value$1.0M (-$52.3K)
Filed 2026-11-05
Zinnia Wealth Advisory, LLC
INCREASED
Shares39,311 from 19,765
Change+19,546 (+99%)
Value$937.6K (+$419.1K)
Filed 2026-11-06
Brady Martz Wealth Solutions, LLC
DECREASED
Shares38,779 from 39,767
Change-988 (-2%)
Value$924.9K (-$118.2K)
Filed 2026-11-05
Altfest L J & Co Inc
DECREASED
Shares38,638 from 41,134
Change-2,496 (-6%)
Value$921.5K (-$157.4K)
Filed 2026-10-27
Hibernia Wealth Partners, LLC
INCREASED
Shares38,023 from 12,359
Change+25,664 (+208%)
Value$906.9K (+$582.7K)
Filed 2026-10-29
Paladin Wealth, LLC
DECREASED
Shares37,909 from 38,047
Change-138 (0%)
Value$904.1K (-$93.8K)
Filed 2026-10-23
J.W. Cole Advisors, Inc.
INCREASED
Shares37,504 from 30,905
Change+6,599 (+21%)
Value$894.5K (+$83.8K)
Filed 2026-11-05
Cap Partners, LLC
INCREASED
Shares36,213 from 35,641
Change+572 (+2%)
Value$863.7K (-$71.2K)
Filed 2026-10-19
Trek Financial, LLC
NEW
Shares35,666
Change+35,666
Value$850.6K
Filed 2026-10-29
Private Trust Co NA
INCREASED
Shares33,685 from 30,576
Change+3,109 (+10%)
Value$803.4K (+$1.4K)
Filed 2026-10-20
Essential Partners LLC
UNCHANGED
Shares33,650 from 33,650
Change0 (0%)
Value$802.6K (-$80.1K)
Filed 2026-10-14
Robertson Stephens Wealth Management, LLC
DECREASED
Shares32,331 from 73,415
Change-41,084 (-56%)
Value$771.1K (-$1.2M)
Filed 2026-10-16
Claro Advisors Inc.
INCREASED
Shares31,319 from 11,177
Change+20,142 (+180%)
Value$747.0K (+$453.8K)
Filed 2026-11-02
Center For Asset Management LLC
INCREASED
Shares31,186 from 29,522
Change+1,664 (+6%)
Value$743.8K (-$30.6K)
Filed 2026-10-16
Friday Financial
NEW
Shares30,754
Change+30,754
Value$732.6K
Filed 2026-10-09
Colonial River Investments, LLC
INCREASED
Shares29,534 from 23,794
Change+5,740 (+24%)
Value$704.4K (+$80.3K)
Filed 2026-10-19
Auour Investments LLC
DECREASED
Shares28,803 from 29,930
Change-1,127 (-4%)
Value$686.9K (-$98.1K)
Filed 2026-10-28
Studio Investment Management LLC
INCREASED
Shares28,579 from 24,425
Change+4,154 (+17%)
Value$681.6K (+$40.9K)
Filed 2026-10-22
Walkner Condon Financial Advisors LLC
DECREASED
Shares27,904 from 33,204
Change-5,300 (-16%)
Value$665.5K (-$205.4K)
Filed 2026-11-02
Compound Planning, Inc.
INCREASED
Shares27,437 from 20,335
Change+7,102 (+35%)
Value$654.4K (+$121.0K)
Filed 2026-11-05
Founders Financial Securities LLC
NEW
Shares27,080
Change+27,080
Value$645.9K
Filed 2026-10-28
Fermata Advisors, LLC
INCREASED
Shares27,018 from 25,875
Change+1,143 (+4%)
Value$644.4K (-$34.3K)
Filed 2026-10-13
Sharkey, Howes & Javer
INCREASED
Shares26,860 from 17,177
Change+9,683 (+56%)
Value$640.6K (+$190.1K)
Filed 2026-10-22
Ehrlich Financial Group
NEW
Shares26,569
Change+26,569
Value$633.7K
Filed 2026-10-20
Bell Investment Advisors, Inc
INCREASED
Shares25,276 from 24,354
Change+922 (+4%)
Value$602.8K (-$36.0K)
Filed 2026-10-29
DWM Financial Group, Inc.
NEW
Shares25,129
Change+25,129
Value$599.3K
Filed 2026-10-28
Norden Group LLC
INCREASED
Shares24,479 from 24,222
Change+257 (+1%)
Value$583.8K (-$51.5K)
Filed 2026-10-20
Money Concepts Capital Corp
INCREASED
Shares24,028 from 20,605
Change+3,423 (+17%)
Value$573.1K (+$32.6K)
Filed 2026-11-06
United Advisor Group, LLC
DECREASED
Shares23,725 from 29,856
Change-6,131 (-21%)
Value$565.8K (-$217.3K)
Filed 2026-11-03
Financial Network Wealth Advisors LLC
INCREASED
Shares23,471 from 19,714
Change+3,757 (+19%)
Value$559.8K (+$42.7K)
Filed 2026-10-28
Outlook Wealth Advisors, LLC
INCREASED
Shares23,179 from 13,898
Change+9,281 (+67%)
Value$552.8K (+$188.8K)
Filed 2026-10-28
Financial Life Advisors
INCREASED
Shares22,914 from 14,736
Change+8,178 (+56%)
Value$546.5K (+$160.0K)
Filed 2026-10-14
Valtinson Bruner Financial Planning LLC
INCREASED
Shares22,488 from 12,600
Change+9,888 (+78%)
Value$536.3K (+$205.8K)
Filed 2026-11-02
Keeler Thomas Management LLC
INCREASED
Shares22,029 from 20,689
Change+1,340 (+6%)
Value$525.4K (-$17.3K)
Filed 2026-10-29
Graetz Wealth LLC
INCREASED
Shares20,772 from 20,051
Change+721 (+4%)
Value$495.4K (-$30.5K)
Filed 2026-10-27
Venture Visionary Partners LLC
DECREASED
Shares20,495 from 24,391
Change-3,896 (-16%)
Value$488.8K (-$151.0K)
Filed 2026-10-07
Centerpoint Advisory Group
DECREASED
Shares20,014 from 26,881
Change-6,867 (-26%)
Value$477.3K (-$227.8K)
Filed 2026-10-23
Cullen T Bankers, Inc.
INCREASED
Shares19,487 from 2,024
Change+17,463 (+863%)
Value$464.8K (+$411.7K)
Filed 2026-10-28
Elevated Capital Advisors, LLC
DECREASED
Shares19,331 from 38,255
Change-18,924 (-49%)
Value$461.0K (-$542.4K)
Filed 2026-11-04
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares19,000 from 19,000
Change0 (0%)
Value$453.2K (-$45.2K)
Filed 2026-10-23
Versant Capital Management, Inc
DECREASED
Shares18,799 from 20,178
Change-1,379 (-7%)
Value$448.4K (-$80.9K)
Filed 2026-10-02
Goldstein Advisors, LLC
DECREASED
Shares18,632 from 19,516
Change-884 (-5%)
Value$444.4K (-$67.5K)
Filed 2026-10-15
Ashton Thomas Private Wealth, LLC
DECREASED
Shares18,548 from 34,672
Change-16,124 (-46%)
Value$442.4K (-$467.1K)
Filed 2026-11-03
Affinity Capital Advisors, LLC
NEW
Shares18,164
Change+18,164
Value$433.8K
Filed 2026-10-13
Alliance Wealth Advisors, LLC
DECREASED
Shares17,912 from 18,826
Change-914 (-5%)
Value$427.2K (-$66.6K)
Filed 2026-10-28
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares17,880 from 10,919
Change+6,961 (+64%)
Value$426.4K (+$140.0K)
Filed 2026-10-16
Integrated Wealth Management
INCREASED
Shares17,807 from 17,737
Change+70 (+0%)
Value$424.7K (-$40.5K)
Filed 2026-10-19
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares17,286 from 13,642
Change+3,644 (+27%)
Value$412.3K (+$54.4K)
Filed 2026-11-03
Fifth Third Securities, Inc.
INCREASED
Shares17,229 from 10,252
Change+6,977 (+68%)
Value$410.9K (+$142.0K)
Filed 2026-10-21
Davenport & Co LLC
DECREASED
Shares17,067 from 17,533
Change-466 (-3%)
Value$407.0K (-$52.8K)
Filed 2026-10-14
VestGen Advisors, LLC
INCREASED
Shares16,450 from 13,372
Change+3,078 (+23%)
Value$392.3K (+$41.6K)
Filed 2026-10-27
SBI Securities Co., Ltd.
INCREASED
Shares16,258 from 16,149
Change+109 (+1%)
Value$387.8K (-$35.8K)
Filed 2026-10-22
First Affirmative Financial Network
NEW
Shares16,187
Change+16,187
Value$386.1K
Filed 2026-10-21
LCW Services, LLC
INCREASED
Shares15,508 from 14,363
Change+1,145 (+8%)
Value$369.9K (-$6.9K)
Filed 2026-10-21
Cypress Capital Group
UNCHANGED
Shares15,362 from 15,362
Change0 (0%)
Value$366.4K (-$36.6K)
Filed 2026-11-03
Balboa Wealth Partners
INCREASED
Shares14,828 from 13,712
Change+1,116 (+8%)
Value$353.6K (-$6.0K)
Filed 2026-10-20
Islay Capital Management, LLC
DECREASED
Shares14,713 from 64,330
Change-49,617 (-77%)
Value$350.9K (-$1.3M)
Filed 2026-10-20
Advisor Resource Council
DECREASED
Shares14,099 from 24,954
Change-10,855 (-43%)
Value$333.3K (-$315.0K)
Filed 2026-11-05
Portfolio Resources Advisor Group, Inc.
INCREASED
Shares13,854 from 13,835
Change+19 (+0%)
Value$330.4K (-$32.5K)
Filed 2026-10-20
Cornerstone Wealth Management, LLC
DECREASED
Shares13,852 from 56,779
Change-42,927 (-76%)
Value$330.4K (-$1.2M)
Filed 2026-11-04
StoneX Group Inc.
NEW
Shares13,850
Change+13,850
Value$346.4K
Filed 2026-11-03
Trilogy Capital Inc.
UNCHANGED
Shares13,620 from 13,620
Change0 (0%)
Value$324.8K (-$32.4K)
Filed 2026-10-20
Three Seasons Wealth, LLC
INCREASED
Shares13,593 from 11,957
Change+1,636 (+14%)
Value$324.2K (+$10.6K)
Filed 2026-11-03
Key Capital Management, Inc
INCREASED
Shares13,252 from 7,756
Change+5,496 (+71%)
Value$316.1K (+$112.6K)
Filed 2026-11-03
Stonebridge Financial Group, LLC
INCREASED
Shares13,129 from 10,767
Change+2,362 (+22%)
Value$313.1K (+$30.7K)
Filed 2026-10-01
Lido Advisors, LLC
INCREASED
Shares13,007 from 12,593
Change+414 (+3%)
Value$310.2K (-$20.1K)
Filed 2026-11-04
FWG Investments, Llc.
INCREASED
Shares12,733 from 12,509
Change+224 (+2%)
Value$303.7K (-$24.4K)
Filed 2026-11-03
Idaho Trust Co
DECREASED
Shares12,421 from 18,041
Change-5,620 (-31%)
Value$296.1K (-$176.9K)
Filed 2026-11-04
Aegis Wealth Management, Inc.
NEW
Shares12,391
Change+12,391
Value$295.5K
Filed 2026-10-26
Arrien Investments, Inc.
NEW
Shares11,956
Change+11,956
Value$285.2K
Filed 2026-10-30
Kestra Private Wealth Services, LLC
NEW
Shares11,955
Change+11,955
Value$285.1K
Filed 2026-11-06
Creative Planning
INCREASED
Shares11,796 from 9,394
Change+2,402 (+26%)
Value$281.3K (+$34.9K)
Filed 2026-11-02
Werba Rubin Papier Wealth Management
INCREASED
Shares11,759 from 11,632
Change+127 (+1%)
Value$280.5K (-$24.7K)
Filed 2026-11-06
Kesler, Norman & Wride, LLC
INCREASED
Shares11,703 from 11,480
Change+223 (+2%)
Value$279.1K (-$22.0K)
Filed 2026-11-06
Redw Wealth LLC
DECREASED
Shares11,546 from 13,232
Change-1,686 (-13%)
Value$275.4K (-$71.7K)
Filed 2026-11-02
Beacon Financial Advisory LLC
INCREASED
Shares11,034 from 9,822
Change+1,212 (+12%)
Value$263.2K (+$5.5K)
Filed 2026-10-16
E&G Advisors, LLC
UNCHANGED
Shares11,000 from 11,000
Change0 (0%)
Value$262.4K (-$26.2K)
Filed 2026-10-13
Global Financial Private Client, LLC
INCREASED
Shares10,765 from 8,592
Change+2,173 (+25%)
Value$256.7K (+$31.4K)
Filed 2026-10-15
Boyd Watterson Asset Management LLC
DECREASED
Shares10,686 from 13,152
Change-2,466 (-19%)
Value$254.9K (-$90.1K)
Filed 2026-11-06
Creative Financial Designs Inc
INCREASED
Shares10,635 from 6,067
Change+4,568 (+75%)
Value$253.6K (+$94.5K)
Filed 2026-11-04
Baker Tilly Wealth Management, LLC
INCREASED
Shares10,579 from 9,215
Change+1,364 (+15%)
Value$252.3K (+$10.6K)
Filed 2026-10-05
Maia Wealth LLC
DECREASED
Shares10,283 from 12,244
Change-1,961 (-16%)
Value$245.3K (-$75.9K)
Filed 2026-10-19
XY Planning Network, Inc.
NEW
Shares9,904
Change+9,904
Value$236.2K
Filed 2026-10-14
GK Wealth Management LLC
DECREASED
Shares9,216 from 9,446
Change-230 (-2%)
Value$219.8K (-$28.0K)
Filed 2026-10-09
Buttonwood Financial Group, LLC
UNCHANGED
Shares8,822 from 8,822
Change0 (0%)
Value$209.1K (-$22.3K)
Filed 2026-10-16
PKS Advisory Services, LLC
UNCHANGED
Shares8,649 from 8,649
Change0 (0%)
Value$226.9K ($0)
Filed 2026-10-26
Transce3nd, LLC
NEW
Shares8,629
Change+8,629
Value$211.3K
Filed 2026-10-26
Third View Private Wealth, LLC
DECREASED
Shares8,614 from 9,273
Change-659 (-7%)
Value$205.4K (-$37.8K)
Filed 2026-10-30
Absolute Capital Management, LLC
NEW
Shares8,517
Change+8,517
Value$203.2K
Filed 2026-10-16
Merit Financial Group, LLC
DECREASED
Shares8,438 from 8,472
Change-34 (0%)
Value$201.2K (-$21.0K)
Filed 2026-11-06
Triumph Capital Management
DECREASED
Shares8,391 from 8,671
Change-280 (-3%)
Value$200.1K (-$27.3K)
Filed 2026-10-14
Capital Investment Advisory Services, LLC
DECREASED
Shares7,900 from 8,260
Change-360 (-4%)
Value$189.5K (-$27.1K)
Filed 2026-10-30
James T. Borello RIA
UNCHANGED
Shares7,616 from 7,616
Change0 (0%)
Value$181.6K (-$18.1K)
Filed 2026-10-16
Rossby Financial, LCC
INCREASED
Shares5,871 from 3,002
Change+2,869 (+96%)
Value$140.0K (+$61.3K)
Filed 2026-11-05
Lloyd Advisory Services, Llc.
DECREASED
Shares5,305 from 5,395
Change-90 (-2%)
Value$126.5K (-$15.0K)
Filed 2026-11-02
TD Waterhouse Canada Inc.
INCREASED
Shares4,501 from 4,414
Change+87 (+2%)
Value$107.2K (-$7.5K)
Filed 2026-10-16
USA Financial Formulas
NEW
Shares3,674
Change+3,674
Value$87.6K
Filed 2026-10-16
Brown, Lisle Ings, Inc.
INCREASED
Shares3,649 from 3,301
Change+348 (+11%)
Value$87.0K (+$444)
Filed 2026-10-16
Clearstead Trust, LLC
UNCHANGED
Shares2,904 from 2,904
Change0 (0%)
Value$69.3K (-$6.9K)
Filed 2026-11-06
Kingdom Financial Group Llc.
DECREASED
Shares2,883 from 2,962
Change-79 (-3%)
Value$68.8K (-$8.9K)
Filed 2026-11-04
Allworth Financial LP
INCREASED
Shares2,759 from 2,749
Change+10 (+0%)
Value$72.4K (+$262)
Filed 2026-11-06
Collier Financial
DECREASED
Shares2,649 from 3,854
Change-1,205 (-31%)
Value$63.2K (-$37.9K)
Filed 2026-11-06
Buck Wealth Strategies, LLC
INCREASED
Shares2,554 from 2,368
Change+186 (+8%)
Value$60.9K (-$1.2K)
Filed 2026-10-28
Silver Grove Financial Group, Inc.
INCREASED
Shares2,331 from 84
Change+2,247 (+2675%)
Value$55.6K (+$53.4K)
Filed 2026-11-05
Parallel Advisors, LLC
INCREASED
Shares2,171 from 150
Change+2,021 (+1347%)
Value$51.8K (+$47.8K)
Filed 2026-11-03
Realta Investment Advisors
INCREASED
Shares2,032 from 1,922
Change+110 (+6%)
Value$48.5K (-$2.0K)
Filed 2026-10-14
Larson Financial Group LLC
UNCHANGED
Shares2,012 from 2,012
Change0 (0%)
Value$48.0K (-$4.8K)
Filed 2026-11-05
Cassaday & Co Wealth Management LLC
DECREASED
Shares1,844 from 10,803
Change-8,959 (-83%)
Value$44.0K (-$239.4K)
Filed 2026-10-27
United Community Bank
NEW
Shares1,772
Change+1,772
Value$42.3K
Filed 2026-10-28
AlphaCore Capital LLC
NEW
Shares1,760
Change+1,760
Value$42.0K
Filed 2026-11-04
Blue Trust, Inc.
DECREASED
Shares1,696 from 1,700
Change-4 (0%)
Value$40.5K (-$4.1K)
Filed 2026-10-15
POM Investment Strategies, LLC
INCREASED
Shares1,322 from 1,256
Change+66 (+5%)
Value$31.5K (-$1.4K)
Filed 2026-10-20
EverSource Wealth Advisors, LLC
INCREASED
Shares1,280 from 554
Change+726 (+131%)
Value$30.5K (+$16.0K)
Filed 2026-11-04
Provenance Wealth Advisors, LLC
NEW
Shares1,177
Change+1,177
Value$28.1K
Filed 2026-10-30
Tradewinds Capital Management, LLC
UNCHANGED
Shares1,120 from 1,120
Change0 (0%)
Value$26.7K (-$2.7K)
Filed 2026-10-23
IMG Wealth Management, Inc.
UNCHANGED
Shares1,006 from 1,006
Change0 (0%)
Value$24.0K (-$2.4K)
Filed 2026-10-27
Pacific Center for Financial Services
UNCHANGED
Shares997 from 997
Change0 (0%)
Value$23.8K (-$2.4K)
Filed 2026-10-15
Quest 10 Wealth Builders, Inc.
DECREASED
Shares963 from 1,048
Change-85 (-8%)
Value$23.0K (-$4.5K)
Filed 2026-11-02
Rudd Co d/b/a Styre Wealth
NEW
Shares907
Change+907
Value$22.0K
Filed 2026-10-29
Powell Investment Advisors, LLC
UNCHANGED
Shares788 from 788
Change0 (0%)
Value$18.8K (-$1.9K)
Filed 2026-10-22
Planning Strategies Inc.
UNCHANGED
Shares764 from 764
Change0 (0%)
Value$18.2K (-$1.8K)
Filed 2026-10-02
US Bancorp \de\
INCREASED
Shares741 from 701
Change+40 (+6%)
Value$17.7K (-$714)
Filed 2026-11-05
Cape Investment Advisory, Inc.
INCREASED
Shares732 from 442
Change+290 (+66%)
Value$17.5K (+$5.9K)
Filed 2026-10-13
Pinnacle Wealth Planning Services, Inc.
INCREASED
Shares723 from 11
Change+712 (+6473%)
Value$17.2K (+$17.0K)
Filed 2026-10-27
Wealth Analytics Partners, LLC
NEW
Shares713
Change+713
Value$17.0K
Filed 2026-10-19
Central Trust Co
UNCHANGED
Shares662 from 662
Change0 (0%)
Value$15.8K (-$1.6K)
Filed 2026-11-05
Financial Consulate, Inc
DECREASED
Shares641 from 1,216
Change-575 (-47%)
Value$15.3K (-$16.6K)
Filed 2026-10-23
CX Institutional
UNCHANGED
Shares629 from 629
Change0 (0%)
Value$15 (-$1)
Filed 2026-10-02
Covestor Ltd
INCREASED
Shares621 from 245
Change+376 (+153%)
Value$15 (+$9)
Filed 2026-10-30
Edgemoor Investment Advisors, Inc.
NEW
Shares618
Change+618
Value$14.7K
Filed 2026-11-03
Coston, McIsaac & Partners
UNCHANGED
Shares589 from 589
Change0 (0%)
Value$14.0K (+$14.0K)
Filed 2026-11-06
Parkside Financial Bank & Trust
UNCHANGED
Shares499 from 499
Change0 (0%)
Value$11.9K (-$1.2K)
Filed 2026-10-27
Spire Wealth Management
INCREASED
Shares489 from 144
Change+345 (+240%)
Value$11.7K (+$7.9K)
Filed 2026-10-30
Evolution Wealth Management Inc.
UNCHANGED
Shares444 from 444
Change0 (0%)
Value$10.6K (-$1.1K)
Filed 2026-10-28
Beacon Financial Strategies Corp
NEW
Shares379
Change+379
Value$9.0K
Filed 2026-10-14
Hoese & Co LLP
UNCHANGED
Shares377 from 377
Change0 (0%)
Value$9.0K (-$897)
Filed 2026-10-21
Latitude Advisors, LLC
NEW
Shares351
Change+351
Value$8.4K
Filed 2026-10-27
Sima Wealth Partners, LLC
NEW
Shares349
Change+349
Value$8.3K
Filed 2026-10-19
Flagship Wealth Advisors, LLC
UNCHANGED
Shares342 from 342
Change0 (0%)
Value$8.2K (-$814)
Filed 2026-11-03
Paladin Partners, LLC
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$6.9K (-$690)
Filed 2026-10-06
Networth Advisors, LLC
INCREASED
Shares278 from 252
Change+26 (+10%)
Value$6.6K (+$29)
Filed 2026-11-03
Bay Harbor Wealth Management, LLC
INCREASED
Shares265 from 193
Change+72 (+37%)
Value$6.3K (+$1.3K)
Filed 2026-11-03
Register Financial Advisors LLC
DECREASED
Shares224 from 490
Change-266 (-54%)
Value$5.3K (-$7.5K)
Filed 2026-10-23
Rachor Investment Advisory Services, LLC
UNCHANGED
Shares183 from 183
Change0 (0%)
Value$4.4K (-$435)
Filed 2026-10-29
Toth Financial Advisory Corp
NEW
Shares167
Change+167
Value$4.0K
Filed 2026-10-08
Ascentis Independent Advisors
NEW
Shares167
Change+167
Value$4.0K
Filed 2026-11-03
Compass Financial Management LLC
UNCHANGED
Shares159 from 159
Change0 (0%)
Value$3.8K (-$379)
Filed 2026-10-30
Chilton Capital Management LLC
UNCHANGED
Shares130 from 130
Change0 (0%)
Value$3.1K (-$309)
Filed 2026-10-28
Mosley Wealth Management
UNCHANGED
Shares126 from 126
Change0 (0%)
Value$3.1K (-$224)
Filed 2026-10-16
Heritage Family Offices, LLP
NEW
Shares124
Change+124
Value$3.0K
Filed 2026-11-02
Wolff Wiese Magana LLC
INCREASED
Shares92 from 70
Change+22 (+31%)
Value$2.2K (+$347)
Filed 2026-10-15
Woodard & Co Asset Management Group Inc
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$2.1K (-$214)
Filed 2026-11-03
Ascentis Wealth Management, LLC
DECREASED
Shares66 from 99
Change-33 (-33%)
Value$1.6K (-$1.0K)
Filed 2026-11-03
Abound Wealth Management
NEW
Shares49
Change+49
Value$1.2K
Filed 2026-10-26
Wagner Wealth Management, LLC
UNCHANGED
Shares46 from 46
Change0 (0%)
Value$1.1K (-$110)
Filed 2026-10-21
Provident Wealth Management, LLC
DECREASED
Shares42 from 84
Change-42 (-50%)
Value$1.0K (-$1.2K)
Filed 2026-10-20
Signature Resources Capital Management, LLC
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$930 (-$93)
Filed 2026-10-16
MassMutual Private Wealth & Trust, FSB
NEW
Shares37
Change+37
Value$882
Filed 2026-10-05
Hager Investment Management Services, LLC
NEW
Shares27
Change+27
Value$644
Filed 2026-11-04
Rydar Equities, Inc.
NEW
Shares17
Change+17
Value$402
Filed 2026-10-13
Russell Investments Group, Ltd.
DECREASED
Shares17 from 341
Change-324 (-95%)
Value$395 (-$8.6K)
Filed 2026-11-06
Root Financial Partners, LLC
NEW
Shares10
Change+10
Value$239
Filed 2026-10-21
Montgomery Financial Services LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$215 (-$21)
Filed 2026-11-03
Kennebec Savings Bank
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$72 (-$7)
Filed 2026-10-22
TD Private Client Wealth LLC
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$45 (-$5)
Filed 2026-10-28
Independence Wealth Advisors, LLC
CLOSED
Shares0 from 279,912
Change-279,912 (-100%)
Value$0 (-$7.3M)
Filed 2026-10-29
Scarborough Advisors, LLC
CLOSED
Shares0 from 214,975
Change-214,975 (-100%)
Value$0 (-$5.6M)
Filed 2026-10-16
Private Wealth Group, LLC
CLOSED
Shares0 from 144,268
Change-144,268 (-100%)
Value$0 (-$3.8M)
Filed 2026-10-19
Tortoise Investment Management, LLC
CLOSED
Shares0 from 69,051
Change-69,051 (-100%)
Value$0 (-$1.8M)
Filed 2026-11-06
Ironwood Wealth Management, Llc.
CLOSED
Shares0 from 20,429
Change-20,429 (-100%)
Value$0 (-$535.9K)
Filed 2026-10-28
Daymark Wealth Partners, LLC
CLOSED
Shares0 from 19,998
Change-19,998 (-100%)
Value$0 (-$524.5K)
Filed 2026-11-04
Abacus Wealth Partners, LLC
CLOSED
Shares0 from 18,950
Change-18,950 (-100%)
Value$0 (-$497.1K)
Filed 2026-11-03
World Equity Group, Inc.
CLOSED
Shares0 from 18,900
Change-18,900 (-100%)
Value$0 (-$495.7K)
Filed 2026-10-14
Asset Management One Co., Ltd.
CLOSED
Shares0 from 17,769
Change-17,769 (-100%)
Value$0 (-$466.1K)
Filed 2026-10-27
One Wealth Capital Management, LLC
CLOSED
Shares0 from 16,021
Change-16,021 (-100%)
Value$0 (-$420.2K)
Filed 2026-10-23
Arwa LLC
CLOSED
Shares0 from 14,054
Change-14,054 (-100%)
Value$0 (-$360.5K)
Filed 2026-10-21
Bokf, NA
CLOSED
Shares0 from 12,556
Change-12,556 (-100%)
Value$0 (-$329.3K)
Filed 2026-10-27
Capital Planning LLC
CLOSED
Shares0 from 12,054
Change-12,054 (-100%)
Value$0 (-$316.2K)
Filed 2026-10-09
Hoxton Planning & Management, LLC
CLOSED
Shares0 from 9,188
Change-9,188 (-100%)
Value$0 (-$241.0K)
Filed 2026-10-15
MLG Wealth Management DBA Pine Grove Financial Group
CLOSED
Shares0 from 8,564
Change-8,564 (-100%)
Value$0 (-$224.6K)
Filed 2026-10-13
Andina Capital Management, LLC
CLOSED
Shares0 from 7,994
Change-7,994 (-100%)
Value$0 (-$209.7K)
Filed 2026-10-21
Svrn Asset Management, LLC
CLOSED
Shares0 from 7,848
Change-7,848 (-100%)
Value$0 (-$205.9K)
Filed 2026-11-02
International Assets Investment Management, LLC
CLOSED
Shares0 from 3,135
Change-3,135 (-100%)
Value$0 (-$81.5K)
Filed 2026-11-02
Reap Financial Group, LLC
CLOSED
Shares0 from 1,345
Change-1,345 (-100%)
Value$0 (-$35.3K)
Filed 2026-11-02
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1,304
Change-1,304 (-100%)
Value$0 (-$33.1K)
Filed 2026-10-16
Avion Wealth
CLOSED
Shares0 from 686
Change-686 (-100%)
Value$0 (-$17)
Filed 2026-11-04
Tucker Asset Management LLC
CLOSED
Shares0 from 467
Change-467 (-100%)
Value$0 (-$12.2K)
Filed 2026-10-29
UMB Bank, n.a.
CLOSED
Shares0 from 381
Change-381 (-100%)
Value$0 (-$10.0K)
Filed 2026-11-06
Cordgrass Capital Advisors, LLC
CLOSED
Shares0 from 236
Change-236 (-100%)
Value$0 (-$6.2K)
Filed 2026-10-30
Simplex Trading, LLC
CLOSED
Shares0 from 167
Change-167 (-100%)
Value$0 (-$4.4K)
Filed 2026-11-04
Allspring Global Investments Holdings, LLC
CLOSED
Shares0 from 121
Change-121 (-100%)
Value$0 (-$3.1K)
Filed 2026-11-04
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 109
Change-109 (-100%)
Value$0 (-$2.9K)
Filed 2026-10-29
Hazlett, Burt & Watson, Inc.
CLOSED
Shares0 from 85
Change-85 (-100%)
Value$0 (-$2)
Filed 2026-11-04
AdvisorNet Financial, Inc
CLOSED
Shares0 from 67
Change-67 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-15
Nfsg Corp
CLOSED
Shares0 from 34
Change-34 (-100%)
Value$0 (-$892)
Filed 2026-10-15
Robinswood Financial LLC
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$550)
Filed 2026-10-20
Rakuten Securities, Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$26)
Filed 2026-11-02
Kozak & Associates, Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$14)
Filed 2026-10-29
State Street Corp
N/A
Shares— from 77,418,976
Change-77,418,976 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 59,020,099
Change-59,020,099 (-100%)
Value—
UBS Group AG
N/A
Shares— from 23,566,242
Change-23,566,242 (-100%)
Value—
FMR LLC
N/A
Shares— from 17,508,412
Change-17,508,412 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 11,877,341
Change-11,877,341 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 9,962,748
Change-9,962,748 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 7,325,888
Change-7,325,888 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 4,671,743
Change-4,671,743 (-100%)
Value—
Mason Street Advisors, LLC
N/A
Shares— from 4,005,960
Change-4,005,960 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 3,880,404
Change-3,880,404 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 3,131,664
Change-3,131,664 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,102,593
Change-3,102,593 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,920,281
Change-2,920,281 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 2,498,496
Change-2,498,496 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 2,235,719
Change-2,235,719 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,055,833
Change-2,055,833 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,033,216
Change-2,033,216 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 1,870,472
Change-1,870,472 (-100%)
Value—
Advocacy Wealth Management, LLC
N/A
Shares— from 1,614,833
Change-1,614,833 (-100%)
Value—
Voya Financial Advisors, Inc.
N/A
Shares— from 1,614,118
Change-1,614,118 (-100%)
Value—
Mcmorgan & Co LLC
N/A
Shares— from 1,504,389
Change-1,504,389 (-100%)
Value—
MA Private Wealth
N/A
Shares— from 1,470,776
Change-1,470,776 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,444,132
Change-1,444,132 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 1,079,040
Change-1,079,040 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,035,066
Change-1,035,066 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 1,028,464
Change-1,028,464 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 927,836
Change-927,836 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 870,699
Change-870,699 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 861,975
Change-861,975 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 845,094
Change-845,094 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 809,354
Change-809,354 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 783,962
Change-783,962 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 724,255
Change-724,255 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 720,387
Change-720,387 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 684,031
Change-684,031 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 657,621
Change-657,621 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 573,620
Change-573,620 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 563,852
Change-563,852 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 551,209
Change-551,209 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 533,951
Change-533,951 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 491,059
Change-491,059 (-100%)
Value—
J.E. Simmons & Co., P.C.
N/A
Shares— from 489,712
Change-489,712 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 477,295
Change-477,295 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 474,914
Change-474,914 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 452,900
Change-452,900 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 430,257
Change-430,257 (-100%)
Value—
Redwood Investment Management, LLC
N/A
Shares— from 427,727
Change-427,727 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 405,104
Change-405,104 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 396,705
Change-396,705 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 393,632
Change-393,632 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 386,385
Change-386,385 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 358,826
Change-358,826 (-100%)
Value—
Morrissey Wealth Management, LLC
N/A
Shares— from 354,771
Change-354,771 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 347,626
Change-347,626 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 339,937
Change-339,937 (-100%)
Value—
Motco
N/A
Shares— from 330,948
Change-330,948 (-100%)
Value—
AllGen Financial Advisors, Inc.
N/A
Shares— from 329,169
Change-329,169 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 304,364
Change-304,364 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 302,346
Change-302,346 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 278,085
Change-278,085 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 265,149
Change-265,149 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 247,111
Change-247,111 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 243,047
Change-243,047 (-100%)
Value—
Avos Capital Management, LLC
N/A
Shares— from 240,565
Change-240,565 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 229,976
Change-229,976 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 229,442
Change-229,442 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 218,088
Change-218,088 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 209,959
Change-209,959 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 205,485
Change-205,485 (-100%)
Value—
Integrity Wealth Solutions LLC
N/A
Shares— from 194,424
Change-194,424 (-100%)
Value—
Atlas Legacy Advisors, LLC
N/A
Shares— from 180,147
Change-180,147 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 179,774
Change-179,774 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 178,302
Change-178,302 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 175,249
Change-175,249 (-100%)
Value—
Betterment LLC
N/A
Shares— from 168,780
Change-168,780 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 158,364
Change-158,364 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 144,141
Change-144,141 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 140,319
Change-140,319 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 128,091
Change-128,091 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 123,573
Change-123,573 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 116,512
Change-116,512 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 116,186
Change-116,186 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 114,040
Change-114,040 (-100%)
Value—
Beacon Bridge Wealth Partners, LLC
N/A
Shares— from 112,686
Change-112,686 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 111,311
Change-111,311 (-100%)
Value—
Drucker Wealth 3.0, LLC
N/A
Shares— from 109,507
Change-109,507 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 106,599
Change-106,599 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 103,904
Change-103,904 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 102,726
Change-102,726 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 101,763
Change-101,763 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 97,079
Change-97,079 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 93,715
Change-93,715 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 93,000
Change-93,000 (-100%)
Value—
Strategic Financial Services, Inc.
N/A
Shares— from 91,677
Change-91,677 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 86,424
Change-86,424 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 86,058
Change-86,058 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 82,151
Change-82,151 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 68,267
Change-68,267 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 67,416
Change-67,416 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 66,965
Change-66,965 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 66,785
Change-66,785 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 65,860
Change-65,860 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 65,102
Change-65,102 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 64,974
Change-64,974 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 62,676
Change-62,676 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 60,936
Change-60,936 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 58,310
Change-58,310 (-100%)
Value—
KM Capital Management Ltd.
N/A
Shares— from 56,811
Change-56,811 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 54,814
Change-54,814 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 53,000
Change-53,000 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 50,788
Change-50,788 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 49,347
Change-49,347 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 49,171
Change-49,171 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 45,847
Change-45,847 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 45,131
Change-45,131 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 42,862
Change-42,862 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 42,498
Change-42,498 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 41,156
Change-41,156 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 40,554
Change-40,554 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 40,391
Change-40,391 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 36,423
Change-36,423 (-100%)
Value—
Novus Advisors, LLC
N/A
Shares— from 36,380
Change-36,380 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 35,301
Change-35,301 (-100%)
Value—
Bank OZK
N/A
Shares— from 34,644
Change-34,644 (-100%)
Value—
Hobbs Group Advisors, LLC
N/A
Shares— from 31,008
Change-31,008 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 30,477
Change-30,477 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 29,691
Change-29,691 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 27,992
Change-27,992 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 27,379
Change-27,379 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 27,064
Change-27,064 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 26,460
Change-26,460 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 24,852
Change-24,852 (-100%)
Value—
Brown Financial Advisors
N/A
Shares— from 24,350
Change-24,350 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 24,040
Change-24,040 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 23,558
Change-23,558 (-100%)
Value—
LifePlan Investment Advisors, Inc.
N/A
Shares— from 23,067
Change-23,067 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 20,580
Change-20,580 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 19,439
Change-19,439 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 19,043
Change-19,043 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 18,477
Change-18,477 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 18,376
Change-18,376 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 17,686
Change-17,686 (-100%)
Value—
Mattson Financial Services, LLC
N/A
Shares— from 17,446
Change-17,446 (-100%)
Value—
PCB Capital LLC
N/A
Shares— from 16,654
Change-16,654 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 15,100
Change-15,100 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 13,705
Change-13,705 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 12,832
Change-12,832 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 12,344
Change-12,344 (-100%)
Value—
FLP Wealth Management, LLC
N/A
Shares— from 12,011
Change-12,011 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 11,454
Change-11,454 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 10,816
Change-10,816 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 10,250
Change-10,250 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 10,184
Change-10,184 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 10,048
Change-10,048 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 9,664
Change-9,664 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 9,472
Change-9,472 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 9,181
Change-9,181 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 8,510
Change-8,510 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 7,924
Change-7,924 (-100%)
Value—
Barnes Wealth Management Group, Inc
N/A
Shares— from 7,828
Change-7,828 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 6,700
Change-6,700 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 6,211
Change-6,211 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 4,750
Change-4,750 (-100%)
Value—
Blair William & Co
N/A
Shares— from 4,673
Change-4,673 (-100%)
Value—
Purpose Unlimited Inc.
N/A
Shares— from 4,500
Change-4,500 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 4,235
Change-4,235 (-100%)
Value—
Richard W. Paul & Associates, LLC
N/A
Shares— from 3,990
Change-3,990 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 3,959
Change-3,959 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 3,794
Change-3,794 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 3,145
Change-3,145 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 3,099
Change-3,099 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 2,973
Change-2,973 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,338
Change-2,338 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 2,317
Change-2,317 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 1,853
Change-1,853 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1,457
Change-1,457 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 1,105
Change-1,105 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 992
Change-992 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 821
Change-821 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 669
Change-669 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 644
Change-644 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 606
Change-606 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 558
Change-558 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 511
Change-511 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 489
Change-489 (-100%)
Value—
EFG International AG
N/A
Shares— from 450
Change-450 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 358
Change-358 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 290
Change-290 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 258
Change-258 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 239
Change-239 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 204
Change-204 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 185
Change-185 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 180
Change-180 (-100%)
Value—
Virtus Fixed Income Advisers, LLC
N/A
Shares— from 162
Change-162 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 159
Change-159 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 112
Change-112 (-100%)
Value—
Delos Wealth Advisors, LLC
N/A
Shares— from 84
Change-84 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 78
Change-78 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 78
Change-78 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 17
Change-17 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 13
Change-13 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 4
Change-4 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 0
Change0
Value—
Status
Municipal Employees' Retirement System of Michigan
INCREASED33,136,41919,609,770+13,526,649+69%$514.4M$790.3K-$513.6M2026-11-06
LPL Financial LLC
INCREASED12,295,24810,918,643+1,376,605+13%$286.4M$293.2M+$6.8M2026-11-06
Assetmark, Inc
INCREASED7,118,5356,114,704+1,003,831+16%$160.4M$169.8M+$9.4M2026-10-21
Globalt Investments LLC / GA
DECREASED5,486,5015,617,536-131,035-2%$147.3M$130.9M-$16.5M2026-10-27
Farther Finance Advisors, LLC
INCREASED4,847,1234,177,217+669,906+16%$109.6M$115.6M+$6.0M2026-10-08
Avantax Planning Partners, Inc.
INCREASED4,821,9474,547,125+274,822+6%$119.3M$115.0M-$4.3M2026-11-03
Mirae Asset Global Investments Co., Ltd.
DECREASED4,023,9824,024,625-6430%$105.6M$96.0M-$9.6M2026-11-03
One Day In July LLC
INCREASED3,880,1553,828,998+51,157+1%$100.4M$92.5M-$7.9M2026-10-30
Truist Financial Corp
DECREASED1,232,0681,256,580-24,512-2%$33.0M$29.4M-$3.6M2026-10-30
Concurrent Investment Advisors, LLC
INCREASED984,20856,789+927,419+1633%$1.5M$23.5M+$22.0M2026-10-16
Gradient Investments LLC
INCREASED978,923953,502+25,421+3%$25.0M$23.3M-$1.7M2026-10-08
New Harbor Financial Group, LLC
INCREASED903,197248,658+654,539+263%$6.5M$21.5M+$15.0M2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED869,531533,704+335,827+63%$13.7M$20.7M+$7.0M2026-10-13
Roberts Financial Services LLC
INCREASED863,949482,932+381,017+79%$12.7M$20.6M+$7.9M2026-10-23
Strategic Wealth Investment Group, LLC
DECREASED846,785860,439-13,654-2%$22.6M$20.2M-$2.4M2026-10-29
Thrivent Financial for Lutherans
INCREASED834,888814,697+20,191+2%$21.4M$19.9K-$21.3M2026-11-05
Ascent Group, LLC
INCREASED798,289739,720+58,569+8%$19.4M$19.0M-$363.7K2026-10-30
RFG Advisory, LLC
INCREASED761,436689,172+72,264+10%$18.1M$18.2M+$83.3K2026-11-03
McAdam, LLC
DECREASED755,475834,106-78,631-9%$21.9M$18.0M-$3.9M2026-10-21
Park Avenue Securities LLC
INCREASED748,827660,318+88,509+13%$17.3M$17.9K-$17.3M2026-10-26
Mather Group, Llc.
DECREASED746,1471,870,380-1,124,233-60%$49.1M$17.8M-$31.3M2026-10-14
Gibbs Wealth Management
INCREASED725,230626,756+98,474+16%$16.4M$17.3M+$856.9K2026-10-22
Perigon Wealth Management, LLC
INCREASED599,102537,440+61,662+11%$14.1M$14.3M+$191.5K2026-10-22
Tennessee Valley Asset Management Partners
DECREASED597,9181,714,449-1,116,531-65%$45.0M$14.3M-$30.7M2026-11-03
Sofi Wealth, LLC
DECREASED567,3761,221,059-653,683-54%$32.0M$13.5M-$18.5M2026-10-27
Cambridge Investment Research Advisors, Inc.
INCREASED560,913501,531+59,382+12%$13.2M$13.4K-$13.1M2026-11-02
CFS Investment Advisory Services, LLC
INCREASED547,843521,233+26,610+5%$13.5M$13.0M-$563.0K2026-10-19
Strata Wealth Advisors, LLC
NEW544,531—+544,531——$13.0M—2026-10-16
Hudock, Inc.
NEW498,478—+498,478——$11.9M—2026-10-14
High Probability Advisors, LLC
INCREASED487,111454,386+32,725+7%$11.9M$11.6M-$300.9K2026-10-19
Citigroup Inc
DECREASED482,916577,016-94,100-16%$15.1M$11.5M-$3.6M2026-11-04
Security Financial Services, Inc.
INCREASED469,802442,106+27,696+6%$11.6M$11.2M-$391.7K2026-10-29
Consolidated Capital Management, LLC
INCREASED415,453405,556+9,897+2%$10.6M$9.9M-$729.2K2026-10-13
Impact Investors, Inc
DECREASED410,219437,179-26,960-6%$11.5M$9.8M-$1.7M2026-11-02
Appalachian Capital Management Ltd
INCREASED360,162352,002+8,160+2%$9.2M$8.6M-$643.2K2026-10-14
KWB Wealth
INCREASED353,594331,642+21,952+7%$8.7M$8.4M-$265.8K2026-10-16
Oppenheimer & Co Inc
DECREASED329,537345,312-15,775-5%$9.1M$7.9M-$1.2M2026-10-26
First Horizon Corp
INCREASED319,890265,227+54,663+21%$7.0M$7.6M+$672.5K2026-10-26
Avidian Wealth Enterprises, LLC
INCREASED319,863302,082+17,781+6%$7.9M$7.6M-$294.9K2026-10-08
Level Four Advisory Services, LLC
DECREASED308,929537,264-228,335-42%$14.1M$7.4M-$6.7M2026-11-06
Cordoba Advisory Partners LLC
NEW293,267—+293,267——$7.0M—2026-10-19
Elevation Point Wealth Partners, LLC
DECREASED283,167834,847-551,680-66%$21.9M$6.8M-$15.1M2026-11-05
Hobart Private Capital, LLC
INCREASED282,278275,378+6,900+3%$7.2M$6.7M-$490.8K2026-10-19
Shepherd Financial Partners LLC
DECREASED274,966567,072-292,106-52%$14.9M$6.6M-$8.3M2026-11-03
Detalus Advisors, LLC
INCREASED266,790251,553+15,237+6%$6.6M$6.4M-$235.3K2026-10-15
Foster Victor Wealth Advisors, LLC
DECREASED256,869257,493-6240%$6.6M$6.2M-$352.5K2026-10-21
Schwallier Wealth Management LLC
INCREASED247,559233,446+14,113+6%$6.1M$5.9M-$219.0K2026-11-05
Targeted Financial Services LLC
INCREASED231,279223,427+7,852+4%$5.9M$5.5M-$344.5K2026-10-19
Aspire Private Capital, LLC
INCREASED224,786213,645+11,141+5%$5.6M$5.4M-$242.8K2026-11-05
Portside Wealth Group, LLC
INCREASED222,799198,701+24,098+12%$5.2M$5.3M+$101.8K2026-10-20
Integrity Wealth Advisors, Inc.
NEW213,504—+213,504——$5.1M—2026-10-29
Simplicity Wealth,LLC
INCREASED204,728196,159+8,569+4%$5.1M$4.9M-$262.5K2026-10-23
Atria Investments, Inc
INCREASED200,316143,021+57,295+40%$3.8M$4.8M+$1.0M2026-10-15
Robinson Value Management, Ltd.
DECREASED199,780205,075-5,295-3%$5.4M$4.8M-$614.4K2026-10-20
Ferguson Shapiro LLC
NEW195,536—+195,536——$4.7M—2026-10-16
Broadway Wealth Solutions, Inc.
INCREASED188,121173,205+14,916+9%$4.5M$4.5M-$56.5K2026-10-21
Kestra Advisory Services, LLC
INCREASED181,941175,670+6,271+4%$4.6M$4.3M-$268.5K2026-11-02
Signal Advisors Wealth, LLC
INCREASED179,089118,440+60,649+51%$3.1M$4.3M+$1.2M2026-10-13
Clear Creek Financial Management, LLC
INCREASED174,296160,923+13,373+8%$4.2M$4.2M-$64.1K2026-10-28
Landmark Wealth Management, Inc.
INCREASED162,867121,903+40,964+34%$3.2M$3.9M+$686.9K2026-11-04
Elevated Financial Group LLC
NEW162,605—+162,605——$3.9M—2026-10-16
Genesee Capital Advisors, LLC
INCREASED154,302153,899+403+0%$4.0M$3.7M-$356.6K2026-10-20
Sowell Financial Services LLC
INCREASED151,863127,935+23,928+19%$3.4M$3.6M+$266.2K2026-10-23
Independent Financial Group, LLC
DECREASED147,011156,156-9,145-6%$4.1M$3.5M-$589.8K2026-10-13
Silverlake Wealth Management LLC
INCREASED146,036140,520+5,516+4%$3.7M$3.5M-$202.9K2026-10-21
Prime Capital Investment Advisors, LLC
INCREASED143,777136,763+7,014+5%$3.6M$3.4M-$158.2K2026-10-20
Raleigh Capital Management Inc.
INCREASED138,587117,473+21,114+18%$3.1M$3.3M+$224.0K2026-10-28
CoreCap Advisors, LLC
DECREASED136,974144,413-7,439-5%$3.8M$3.3M-$521.1K2026-10-08
Horizon Financial Services, LLC
INCREASED135,770129,647+6,123+5%$3.4M$3.2M-$162.5K2026-11-04
Fisher Asset Management, LLC
DECREASED131,909571,139-439,230-77%$15.0M$3.1M-$11.8M2026-11-06
Fifth Third Bancorp
INCREASED126,11885,061+41,057+48%$2.2M$3.0M+$776.8K2026-11-05
Smart Wealth LLC
INCREASED125,55924,167+101,392+420%$633.9K$3.0M+$2.4M2026-11-04
Willis Johnson Wealth, Inc.
INCREASED124,006119,707+4,299+4%$3.1M$3.0M-$182.4K2026-11-03
Plan Group Financial, LLC
INCREASED120,602119,566+1,036+1%$3.1M$3.0M-$185.1K2026-10-22
Frontier Asset Management, LLC
INCREASED120,261116,864+3,397+3%$3.1M$2.9M-$197.1K2026-10-28
Integrated Capital Management, Inc.
INCREASED114,632103,455+11,177+11%$2.7M$2.7M+$20.3K2026-10-09
Prospera Financial Services Inc
NEW107,318—+107,318——$2.7M—2026-11-04
Roan Capital Partners
INCREASED105,822105,696+126+0%$2.8M$2.5M-$248.6K2026-10-09
Professional Financial Management, Inc.
INCREASED101,63655,917+45,719+82%$1.5M$2.4M+$957.3K2026-10-22
Leo Wealth, LLC
NEW97,523—+97,523——$2.3M—2026-10-26
AlphaStar Capital Management, LLC
INCREASED97,38392,190+5,193+6%$2.4M$2.3M-$95.5K2026-10-16
FDx Advisors, Inc.
INCREASED90,72287,607+3,115+4%$2.3M$2.2K-$2.3M2026-11-05
Fire Capital Management LLC
DECREASED90,19599,526-9,331-9%$2.6M$2.2M-$459.4K2026-10-27
Diversify Wealth Management, LLC
INCREASED88,26228,803+59,459+206%$734.2K$2.2M+$1.4M2026-10-20
Diversify Advisory Services, LLC
INCREASED88,26228,803+59,459+206%$734.2K$2.2M+$1.4M2026-10-20
Krilogy Financial LLC
DECREASED87,31394,620-7,307-8%$2.5M$2.1M-$395.1K2026-10-13
Boltwood Capital Management
INCREASED83,75581,685+2,070+3%$2.1M$2.0M-$145.0K2026-10-02
Jacobi Capital Management LLC
INCREASED81,39580,093+1,302+2%$2.1M$1.9M-$159.5K2026-11-05
Commonwealth Equity Services, LLC
DECREASED81,07781,603-526-1%$2.1M$1.9M-$206.8K2026-11-02
GenWealth Group, Inc.
INCREASED79,87779,371+506+1%$2.1M$1.9M-$176.8K2026-10-16
Archer Investment Management, LLC
INCREASED78,97572,540+6,435+9%$1.9M$1.9M-$19.2K2026-10-13
Birch Financial Group, LLC
INCREASED77,15673,536+3,620+5%$1.9M$1.8M-$88.7K2026-10-27
PFG Advisors
DECREASED74,52881,511-6,983-9%$2.1M$1.8M-$360.6K2026-10-16
Vise Technologies, Inc.
INCREASED74,16664,881+9,285+14%$1.7M$1.8M+$67.0K2026-10-29
Town Capital LLC
DECREASED72,825181,437-108,612-60%$4.8M$1.7M-$3.0M2026-11-03
Signature Estate & Investment Advisors LLC
INCREASED67,74663,665+4,081+6%$1.7M$1.6M-$54.2K2026-10-13
IFP Advisors, Inc
INCREASED62,99550,870+12,125+24%$1.3M$1.5M+$168.1K2026-10-16
Midwest Financial Network, LLC
INCREASED62,77419,452+43,322+223%$510.1K$1.5M+$987.0K2026-10-13
Tempus Wealth Planning, LLC
INCREASED61,35460,468+886+1%$1.6M$1.5M-$122.8K2026-10-14
Narus Financial Partners, LLC
INCREASED61,26052,391+8,869+17%$1.4M$1.5M+$86.8K2026-10-19
Koshinski Asset Management, Inc.
DECREASED59,69560,971-1,276-2%$1.6M$1.4M-$175.5K2026-10-29
Lanark Financial, Inc.
INCREASED58,265401+57,864+14430%$10.5K$1.4M+$1.4M2026-10-26
International Private Wealth Advisors LLC
INCREASED56,94045,990+10,950+24%$1.2M$1.4M+$151.7K2026-11-05
WealthPoint Financial, LLC
INCREASED56,87544,661+12,214+27%$1.2M$1.4M+$185.0K2026-11-03
Legacy Wealth Partners, LLC
INCREASED55,52337,011+18,512+50%$970.8K$1.3M+$353.4K2026-10-15
Simon Quick Advisors, LLC
DECREASED54,41661,701-7,285-12%$1.6M$1.3M-$320.6K2026-10-26
Balance Wealth Partners LLC
INCREASED53,89812,926+40,972+317%$339.1K$1.3M+$946.4K2026-10-27
BIP Wealth, LLC
DECREASED51,42552,222-797-2%$1.4M$1.2M-$143.3K2026-10-22
Choreo, LLC
DECREASED50,43768,221-17,784-26%$1.8M$1.2M-$586.5K2026-10-28
Private Advisory Group LLC
INCREASED50,03949,628+411+1%$1.3M$1.2M-$108.3K2026-11-06
HUB Investment Partners, LLC
INCREASED49,05248,119+933+2%$1.3M$1.2M-$92.3K2026-11-03
BlueChip Wealth Advisors LLC
INCREASED48,70439,195+9,509+24%$1.0M$1.2M+$133.5K2026-11-03
B. Riley Wealth Advisors, Inc.
INCREASED48,55943,544+5,015+12%$1.2M$1.2M+$3.3K2026-10-13
Bank of New York Mellon Corp
DECREASED46,53049,698-3,168-6%$1.3M$1.1M-$193.8K2026-11-05
Axxcess Wealth Management, LLC
DECREASED46,503221,553-175,050-79%$5.8M$1.1M-$4.7M2026-10-21
Invested Advisors
INCREASED45,17641,292+3,884+9%$1.1M$1.1M-$5.6K2026-10-23
Balefire, LLC
INCREASED45,05837,703+7,355+20%$988.9K$1.1M+$85.7K2026-10-09
Lockerman Financial Group, Inc.
INCREASED43,86034,847+9,013+26%$914.0K$1.0M+$132.0K2026-10-19
Columbus Macro, LLC
DECREASED43,372185,951-142,579-77%$4.9M$1.0M-$3.8M2026-10-14
Advisor OS, LLC
DECREASED43,10947,261-4,152-9%$1.2M$1.0M-$211.5K2026-11-03
PNC Financial Services Group, Inc.
DECREASED43,10461,949-18,845-30%$1.6M$1.0M-$596.9K2026-11-06
Citizens & Northern Corp
INCREASED42,85129,228+13,623+47%$766.7K$1.0M+$255.3K2026-11-06
Richardson Financial Services Inc.
INCREASED42,84037,766+5,074+13%$990.6K$1.0M+$31.1K2026-10-30
Clarity Retirement & Wealth, LLC
INCREASED42,73139,178+3,553+9%$1.0M$1.0M-$8.5K2026-11-04
Goodman Advisory Group, LLC
DECREASED42,47653,763-11,287-21%$1.4M$1.0M-$397.1K2026-11-02
MGO One Seven LLC
INCREASED42,17837,615+4,563+12%$986.6K$1.0M+$19.3K2026-10-28
Vicus Capital
INCREASED41,99240,177+1,815+5%$1.1M$1.0M-$52.3K2026-11-05
Zinnia Wealth Advisory, LLC
INCREASED39,31119,765+19,546+99%$518.4K$937.6K+$419.1K2026-11-06
Brady Martz Wealth Solutions, LLC
DECREASED38,77939,767-988-2%$1.0M$924.9K-$118.2K2026-11-05
Altfest L J & Co Inc
DECREASED38,63841,134-2,496-6%$1.1M$921.5K-$157.4K2026-10-27
Hibernia Wealth Partners, LLC
INCREASED38,02312,359+25,664+208%$324.2K$906.9K+$582.7K2026-10-29
Paladin Wealth, LLC
DECREASED37,90938,047-1380%$998.0K$904.1K-$93.8K2026-10-23
J.W. Cole Advisors, Inc.
INCREASED37,50430,905+6,599+21%$810.7K$894.5K+$83.8K2026-11-05
Cap Partners, LLC
INCREASED36,21335,641+572+2%$934.9K$863.7K-$71.2K2026-10-19
Trek Financial, LLC
NEW35,666—+35,666——$850.6K—2026-10-29
Private Trust Co NA
INCREASED33,68530,576+3,109+10%$802.0K$803.4K+$1.4K2026-10-20
Essential Partners LLC
UNCHANGED33,65033,65000%$882.6K$802.6K-$80.1K2026-10-14
Robertson Stephens Wealth Management, LLC
DECREASED32,33173,415-41,084-56%$1.9M$771.1K-$1.2M2026-10-16
Claro Advisors Inc.
INCREASED31,31911,177+20,142+180%$293.2K$747.0K+$453.8K2026-11-02
Center For Asset Management LLC
INCREASED31,18629,522+1,664+6%$774.4K$743.8K-$30.6K2026-10-16
Friday Financial
NEW30,754—+30,754——$732.6K—2026-10-09
Colonial River Investments, LLC
INCREASED29,53423,794+5,740+24%$624.1K$704.4K+$80.3K2026-10-19
Auour Investments LLC
DECREASED28,80329,930-1,127-4%$785.1K$686.9K-$98.1K2026-10-28
Studio Investment Management LLC
INCREASED28,57924,425+4,154+17%$640.7K$681.6K+$40.9K2026-10-22
Walkner Condon Financial Advisors LLC
DECREASED27,90433,204-5,300-16%$870.9K$665.5K-$205.4K2026-11-02
Compound Planning, Inc.
INCREASED27,43720,335+7,102+35%$533.4K$654.4K+$121.0K2026-11-05
Founders Financial Securities LLC
NEW27,080—+27,080——$645.9K—2026-10-28
Fermata Advisors, LLC
INCREASED27,01825,875+1,143+4%$678.7K$644.4K-$34.3K2026-10-13
Sharkey, Howes & Javer
INCREASED26,86017,177+9,683+56%$450.6K$640.6K+$190.1K2026-10-22
Ehrlich Financial Group
NEW26,569—+26,569——$633.7K—2026-10-20
Bell Investment Advisors, Inc
INCREASED25,27624,354+922+4%$638.8K$602.8K-$36.0K2026-10-29
DWM Financial Group, Inc.
NEW25,129—+25,129——$599.3K—2026-10-28
Norden Group LLC
INCREASED24,47924,222+257+1%$635.3K$583.8K-$51.5K2026-10-20
Money Concepts Capital Corp
INCREASED24,02820,605+3,423+17%$540.5K$573.1K+$32.6K2026-11-06
United Advisor Group, LLC
DECREASED23,72529,856-6,131-21%$783.1K$565.8K-$217.3K2026-11-03
Financial Network Wealth Advisors LLC
INCREASED23,47119,714+3,757+19%$517.1K$559.8K+$42.7K2026-10-28
Outlook Wealth Advisors, LLC
INCREASED23,17913,898+9,281+67%$364.0K$552.8K+$188.8K2026-10-28
Financial Life Advisors
INCREASED22,91414,736+8,178+56%$386.5K$546.5K+$160.0K2026-10-14
Valtinson Bruner Financial Planning LLC
INCREASED22,48812,600+9,888+78%$330.5K$536.3K+$205.8K2026-11-02
Keeler Thomas Management LLC
INCREASED22,02920,689+1,340+6%$542.7K$525.4K-$17.3K2026-10-29
Graetz Wealth LLC
INCREASED20,77220,051+721+4%$525.9K$495.4K-$30.5K2026-10-27
Venture Visionary Partners LLC
DECREASED20,49524,391-3,896-16%$639.8K$488.8K-$151.0K2026-10-07
Centerpoint Advisory Group
DECREASED20,01426,881-6,867-26%$705.1K$477.3K-$227.8K2026-10-23
Cullen T Bankers, Inc.
INCREASED19,4872,024+17,463+863%$53.1K$464.8K+$411.7K2026-10-28
Elevated Capital Advisors, LLC
DECREASED19,33138,255-18,924-49%$1.0M$461.0K-$542.4K2026-11-04
Wilmington Savings Fund Society, FSB
UNCHANGED19,00019,00000%$498.4K$453.2K-$45.2K2026-10-23
Versant Capital Management, Inc
DECREASED18,79920,178-1,379-7%$529.3K$448.4K-$80.9K2026-10-02
Goldstein Advisors, LLC
DECREASED18,63219,516-884-5%$511.9K$444.4K-$67.5K2026-10-15
Ashton Thomas Private Wealth, LLC
DECREASED18,54834,672-16,124-46%$909.4K$442.4K-$467.1K2026-11-03
Affinity Capital Advisors, LLC
NEW18,164—+18,164——$433.8K—2026-10-13
Alliance Wealth Advisors, LLC
DECREASED17,91218,826-914-5%$493.8K$427.2K-$66.6K2026-10-28
Y-Intercept (Hong Kong) Ltd
INCREASED17,88010,919+6,961+64%$286.4K$426.4K+$140.0K2026-10-16
Integrated Wealth Management
INCREASED17,80717,737+70+0%$465.3K$424.7K-$40.5K2026-10-19
Sanchez Gaunt Capital Management, LLC
INCREASED17,28613,642+3,644+27%$357.8K$412.3K+$54.4K2026-11-03
Fifth Third Securities, Inc.
INCREASED17,22910,252+6,977+68%$268.9K$410.9K+$142.0K2026-10-21
Davenport & Co LLC
DECREASED17,06717,533-466-3%$459.9K$407.0K-$52.8K2026-10-14
VestGen Advisors, LLC
INCREASED16,45013,372+3,078+23%$350.7K$392.3K+$41.6K2026-10-27
SBI Securities Co., Ltd.
INCREASED16,25816,149+109+1%$423.6K$387.8K-$35.8K2026-10-22
First Affirmative Financial Network
NEW16,187—+16,187——$386.1K—2026-10-21
LCW Services, LLC
INCREASED15,50814,363+1,145+8%$376.7K$369.9K-$6.9K2026-10-21
Cypress Capital Group
UNCHANGED15,36215,36200%$402.9K$366.4K-$36.6K2026-11-03
Balboa Wealth Partners
INCREASED14,82813,712+1,116+8%$359.7K$353.6K-$6.0K2026-10-20
Islay Capital Management, LLC
DECREASED14,71364,330-49,617-77%$1.7M$350.9K-$1.3M2026-10-20
Advisor Resource Council
DECREASED14,09924,954-10,855-43%$648.3K$333.3K-$315.0K2026-11-05
Portfolio Resources Advisor Group, Inc.
INCREASED13,85413,835+19+0%$362.9K$330.4K-$32.5K2026-10-20
Cornerstone Wealth Management, LLC
DECREASED13,85256,779-42,927-76%$1.5M$330.4K-$1.2M2026-11-04
StoneX Group Inc.
NEW13,850—+13,850——$346.4K—2026-11-03
Trilogy Capital Inc.
UNCHANGED13,62013,62000%$357.3K$324.8K-$32.4K2026-10-20
Three Seasons Wealth, LLC
INCREASED13,59311,957+1,636+14%$313.6K$324.2K+$10.6K2026-11-03
Key Capital Management, Inc
INCREASED13,2527,756+5,496+71%$203.4K$316.1K+$112.6K2026-11-03
Stonebridge Financial Group, LLC
INCREASED13,12910,767+2,362+22%$282.4K$313.1K+$30.7K2026-10-01
Lido Advisors, LLC
INCREASED13,00712,593+414+3%$330.3K$310.2K-$20.1K2026-11-04
FWG Investments, Llc.
INCREASED12,73312,509+224+2%$328.1K$303.7K-$24.4K2026-11-03
Idaho Trust Co
DECREASED12,42118,041-5,620-31%$473.0K$296.1K-$176.9K2026-11-04
Aegis Wealth Management, Inc.
NEW12,391—+12,391——$295.5K—2026-10-26
Arrien Investments, Inc.
NEW11,956—+11,956——$285.2K—2026-10-30
Kestra Private Wealth Services, LLC
NEW11,955—+11,955——$285.1K—2026-11-06
Creative Planning
INCREASED11,7969,394+2,402+26%$246.4K$281.3K+$34.9K2026-11-02
Werba Rubin Papier Wealth Management
INCREASED11,75911,632+127+1%$305.1K$280.5K-$24.7K2026-11-06
Kesler, Norman & Wride, LLC
INCREASED11,70311,480+223+2%$301.1K$279.1K-$22.0K2026-11-06
Redw Wealth LLC
DECREASED11,54613,232-1,686-13%$347.1K$275.4K-$71.7K2026-11-02
Beacon Financial Advisory LLC
INCREASED11,0349,822+1,212+12%$257.6K$263.2K+$5.5K2026-10-16
E&G Advisors, LLC
UNCHANGED11,00011,00000%$288.5K$262.4K-$26.2K2026-10-13
Global Financial Private Client, LLC
INCREASED10,7658,592+2,173+25%$225.4K$256.7K+$31.4K2026-10-15
Boyd Watterson Asset Management LLC
DECREASED10,68613,152-2,466-19%$345.0K$254.9K-$90.1K2026-11-06
Creative Financial Designs Inc
INCREASED10,6356,067+4,568+75%$159.1K$253.6K+$94.5K2026-11-04
Baker Tilly Wealth Management, LLC
INCREASED10,5799,215+1,364+15%$241.7K$252.3K+$10.6K2026-10-05
Maia Wealth LLC
DECREASED10,28312,244-1,961-16%$321.2K$245.3K-$75.9K2026-10-19
XY Planning Network, Inc.
NEW9,904—+9,904——$236.2K—2026-10-14
GK Wealth Management LLC
DECREASED9,2169,446-230-2%$247.8K$219.8K-$28.0K2026-10-09
Buttonwood Financial Group, LLC
UNCHANGED8,8228,82200%$231.4K$209.1K-$22.3K2026-10-16
PKS Advisory Services, LLC
UNCHANGED8,6498,64900%$226.9K$226.9K$02026-10-26
Transce3nd, LLC
NEW8,629—+8,629——$211.3K—2026-10-26
Third View Private Wealth, LLC
DECREASED8,6149,273-659-7%$243.2K$205.4K-$37.8K2026-10-30
Absolute Capital Management, LLC
NEW8,517—+8,517——$203.2K—2026-10-16
Merit Financial Group, LLC
DECREASED8,4388,472-340%$222.2K$201.2K-$21.0K2026-11-06
Triumph Capital Management
DECREASED8,3918,671-280-3%$227.4K$200.1K-$27.3K2026-10-14
Capital Investment Advisory Services, LLC
DECREASED7,9008,260-360-4%$216.7K$189.5K-$27.1K2026-10-30
James T. Borello RIA
UNCHANGED7,6167,61600%$199.8K$181.6K-$18.1K2026-10-16
Rossby Financial, LCC
INCREASED5,8713,002+2,869+96%$78.7K$140.0K+$61.3K2026-11-05
Lloyd Advisory Services, Llc.
DECREASED5,3055,395-90-2%$141.5K$126.5K-$15.0K2026-11-02
TD Waterhouse Canada Inc.
INCREASED4,5014,414+87+2%$114.7K$107.2K-$7.5K2026-10-16
USA Financial Formulas
NEW3,674—+3,674——$87.6K—2026-10-16
Brown, Lisle Ings, Inc.
INCREASED3,6493,301+348+11%$86.6K$87.0K+$4442026-10-16
Clearstead Trust, LLC
UNCHANGED2,9042,90400%$76.2K$69.3K-$6.9K2026-11-06
Kingdom Financial Group Llc.
DECREASED2,8832,962-79-3%$77.7K$68.8K-$8.9K2026-11-04
Allworth Financial LP
INCREASED2,7592,749+10+0%$72.1K$72.4K+$2622026-11-06
Collier Financial
DECREASED2,6493,854-1,205-31%$101.1K$63.2K-$37.9K2026-11-06
Buck Wealth Strategies, LLC
INCREASED2,5542,368+186+8%$62.1K$60.9K-$1.2K2026-10-28
Silver Grove Financial Group, Inc.
INCREASED2,33184+2,247+2675%$2.2K$55.6K+$53.4K2026-11-05
Parallel Advisors, LLC
INCREASED2,171150+2,021+1347%$3.9K$51.8K+$47.8K2026-11-03
Realta Investment Advisors
INCREASED2,0321,922+110+6%$50.4K$48.5K-$2.0K2026-10-14
Larson Financial Group LLC
UNCHANGED2,0122,01200%$52.8K$48.0K-$4.8K2026-11-05
Cassaday & Co Wealth Management LLC
DECREASED1,84410,803-8,959-83%$283.4K$44.0K-$239.4K2026-10-27
United Community Bank
NEW1,772—+1,772——$42.3K—2026-10-28
AlphaCore Capital LLC
NEW1,760—+1,760——$42.0K—2026-11-04
Blue Trust, Inc.
DECREASED1,6961,700-40%$44.6K$40.5K-$4.1K2026-10-15
POM Investment Strategies, LLC
INCREASED1,3221,256+66+5%$32.9K$31.5K-$1.4K2026-10-20
EverSource Wealth Advisors, LLC
INCREASED1,280554+726+131%$14.5K$30.5K+$16.0K2026-11-04
Provenance Wealth Advisors, LLC
NEW1,177—+1,177——$28.1K—2026-10-30
Tradewinds Capital Management, LLC
UNCHANGED1,1201,12000%$29.4K$26.7K-$2.7K2026-10-23
IMG Wealth Management, Inc.
UNCHANGED1,0061,00600%$26.4K$24.0K-$2.4K2026-10-27
Pacific Center for Financial Services
UNCHANGED99799700%$26.2K$23.8K-$2.4K2026-10-15
Quest 10 Wealth Builders, Inc.
DECREASED9631,048-85-8%$27.5K$23.0K-$4.5K2026-11-02
Rudd Co d/b/a Styre Wealth
NEW907—+907——$22.0K—2026-10-29
Powell Investment Advisors, LLC
UNCHANGED78878800%$20.7K$18.8K-$1.9K2026-10-22
Planning Strategies Inc.
UNCHANGED76476400%$20.0K$18.2K-$1.8K2026-10-02
US Bancorp \de\
INCREASED741701+40+6%$18.4K$17.7K-$7142026-11-05
Cape Investment Advisory, Inc.
INCREASED732442+290+66%$11.6K$17.5K+$5.9K2026-10-13
Pinnacle Wealth Planning Services, Inc.
INCREASED72311+712+6473%$289$17.2K+$17.0K2026-10-27
Wealth Analytics Partners, LLC
NEW713—+713——$17.0K—2026-10-19
Central Trust Co
UNCHANGED66266200%$17.4K$15.8K-$1.6K2026-11-05
Financial Consulate, Inc
DECREASED6411,216-575-47%$31.9K$15.3K-$16.6K2026-10-23
CX Institutional
UNCHANGED62962900%$16$15-$12026-10-02
Covestor Ltd
INCREASED621245+376+153%$6$15+$92026-10-30
Edgemoor Investment Advisors, Inc.
NEW618—+618——$14.7K—2026-11-03
Coston, McIsaac & Partners
UNCHANGED58958900%$15$14.0K+$14.0K2026-11-06
Parkside Financial Bank & Trust
UNCHANGED49949900%$13.1K$11.9K-$1.2K2026-10-27
Spire Wealth Management
INCREASED489144+345+240%$3.8K$11.7K+$7.9K2026-10-30
Evolution Wealth Management Inc.
UNCHANGED44444400%$11.6K$10.6K-$1.1K2026-10-28
Beacon Financial Strategies Corp
NEW379—+379——$9.0K—2026-10-14
Hoese & Co LLP
UNCHANGED37737700%$9.9K$9.0K-$8972026-10-21
Latitude Advisors, LLC
NEW351—+351——$8.4K—2026-10-27
Sima Wealth Partners, LLC
NEW349—+349——$8.3K—2026-10-19
Flagship Wealth Advisors, LLC
UNCHANGED34234200%$9.0K$8.2K-$8142026-11-03
Paladin Partners, LLC
UNCHANGED29029000%$7.6K$6.9K-$6902026-10-06
Networth Advisors, LLC
INCREASED278252+26+10%$6.6K$6.6K+$292026-11-03
Bay Harbor Wealth Management, LLC
INCREASED265193+72+37%$5.1K$6.3K+$1.3K2026-11-03
Register Financial Advisors LLC
DECREASED224490-266-54%$12.9K$5.3K-$7.5K2026-10-23
Rachor Investment Advisory Services, LLC
UNCHANGED18318300%$4.8K$4.4K-$4352026-10-29
Toth Financial Advisory Corp
NEW167—+167——$4.0K—2026-10-08
Ascentis Independent Advisors
NEW167—+167——$4.0K—2026-11-03
Compass Financial Management LLC
UNCHANGED15915900%$4.2K$3.8K-$3792026-10-30
Chilton Capital Management LLC
UNCHANGED13013000%$3.4K$3.1K-$3092026-10-28
Mosley Wealth Management
UNCHANGED12612600%$3.3K$3.1K-$2242026-10-16
Heritage Family Offices, LLP
NEW124—+124——$3.0K—2026-11-02
Wolff Wiese Magana LLC
INCREASED9270+22+31%$1.8K$2.2K+$3472026-10-15
Woodard & Co Asset Management Group Inc
UNCHANGED909000%$2.4K$2.1K-$2142026-11-03
Ascentis Wealth Management, LLC
DECREASED6699-33-33%$2.6K$1.6K-$1.0K2026-11-03
Abound Wealth Management
NEW49—+49——$1.2K—2026-10-26
Wagner Wealth Management, LLC
UNCHANGED464600%$1.2K$1.1K-$1102026-10-21
Provident Wealth Management, LLC
DECREASED4284-42-50%$2.2K$1.0K-$1.2K2026-10-20
Signature Resources Capital Management, LLC
UNCHANGED393900%$1.0K$930-$932026-10-16
MassMutual Private Wealth & Trust, FSB
NEW37—+37——$882—2026-10-05
Hager Investment Management Services, LLC
NEW27—+27——$644—2026-11-04
Rydar Equities, Inc.
NEW17—+17——$402—2026-10-13
Russell Investments Group, Ltd.
DECREASED17341-324-95%$8.9K$395-$8.6K2026-11-06
Root Financial Partners, LLC
NEW10—+10——$239—2026-10-21
Montgomery Financial Services LLC
UNCHANGED9900%$236$215-$212026-11-03
Kennebec Savings Bank
UNCHANGED3300%$79$72-$72026-10-22
TD Private Client Wealth LLC
UNCHANGED2200%$50$45-$52026-10-28
Independence Wealth Advisors, LLC
CLOSED0279,912-279,912-100%$7.3M$0-$7.3M2026-10-29
Scarborough Advisors, LLC
CLOSED0214,975-214,975-100%$5.6M$0-$5.6M2026-10-16
Private Wealth Group, LLC
CLOSED0144,268-144,268-100%$3.8M$0-$3.8M2026-10-19
Tortoise Investment Management, LLC
CLOSED069,051-69,051-100%$1.8M$0-$1.8M2026-11-06
Ironwood Wealth Management, Llc.
CLOSED020,429-20,429-100%$535.9K$0-$535.9K2026-10-28
Daymark Wealth Partners, LLC
CLOSED019,998-19,998-100%$524.5K$0-$524.5K2026-11-04
Abacus Wealth Partners, LLC
CLOSED018,950-18,950-100%$497.1K$0-$497.1K2026-11-03
World Equity Group, Inc.
CLOSED018,900-18,900-100%$495.7K$0-$495.7K2026-10-14
Asset Management One Co., Ltd.
CLOSED017,769-17,769-100%$466.1K$0-$466.1K2026-10-27
One Wealth Capital Management, LLC
CLOSED016,021-16,021-100%$420.2K$0-$420.2K2026-10-23
Arwa LLC
CLOSED014,054-14,054-100%$360.5K$0-$360.5K2026-10-21
Bokf, NA
CLOSED012,556-12,556-100%$329.3K$0-$329.3K2026-10-27
Capital Planning LLC
CLOSED012,054-12,054-100%$316.2K$0-$316.2K2026-10-09
Hoxton Planning & Management, LLC
CLOSED09,188-9,188-100%$241.0K$0-$241.0K2026-10-15
MLG Wealth Management DBA Pine Grove Financial Group
CLOSED08,564-8,564-100%$224.6K$0-$224.6K2026-10-13
Andina Capital Management, LLC
CLOSED07,994-7,994-100%$209.7K$0-$209.7K2026-10-21
Svrn Asset Management, LLC
CLOSED07,848-7,848-100%$205.9K$0-$205.9K2026-11-02
International Assets Investment Management, LLC
CLOSED03,135-3,135-100%$81.5K$0-$81.5K2026-11-02
Reap Financial Group, LLC
CLOSED01,345-1,345-100%$35.3K$0-$35.3K2026-11-02
Cornerstone Planning Group LLC
CLOSED01,304-1,304-100%$33.1K$0-$33.1K2026-10-16
Avion Wealth
CLOSED0686-686-100%$17$0-$172026-11-04
Tucker Asset Management LLC
CLOSED0467-467-100%$12.2K$0-$12.2K2026-10-29
UMB Bank, n.a.
CLOSED0381-381-100%$10.0K$0-$10.0K2026-11-06
Cordgrass Capital Advisors, LLC
CLOSED0236-236-100%$6.2K$0-$6.2K2026-10-30
Simplex Trading, LLC
CLOSED0167-167-100%$4.4K$0-$4.4K2026-11-04
Allspring Global Investments Holdings, LLC
CLOSED0121-121-100%$3.1K$0-$3.1K2026-11-04
Spectrum Wealth Advisory Group, LLC
CLOSED0109-109-100%$2.9K$0-$2.9K2026-10-29
Hazlett, Burt & Watson, Inc.
CLOSED085-85-100%$2$0-$22026-11-04
AdvisorNet Financial, Inc
CLOSED067-67-100%$1.8K$0-$1.8K2026-10-15
Nfsg Corp
CLOSED034-34-100%$892$0-$8922026-10-15
Robinswood Financial LLC
CLOSED021-21-100%$550$0-$5502026-10-20
Rakuten Securities, Inc.
CLOSED01-1-100%$26$0-$262026-11-02
Kozak & Associates, Inc.
CLOSED01-1-100%$14$0-$142026-10-29
State Street Corp
N/A—77,418,976-77,418,976-100%$2.0B———
Financial Engines Advisors L.L.C.
N/A—59,020,099-59,020,099-100%$1.5B———
UBS Group AG
N/A—23,566,242-23,566,242-100%$618.1M———
FMR LLC
N/A—17,508,412-17,508,412-100%$459.2M———
Envestnet Asset Management Inc
N/A—11,877,341-11,877,341-100%$311.5M———
Bank of America Corp
N/A—9,962,748-9,962,748-100%$261.3M———
Goldman Sachs Group Inc
N/A—7,325,888-7,325,888-100%$192.2M———
JPMorgan Chase & Co
N/A—4,671,743-4,671,743-100%$123.9M———
Mason Street Advisors, LLC
N/A—4,005,960-4,005,960-100%$105.1M———
Cetera Investment Advisers
N/A—3,880,404-3,880,404-100%$101.8M———
Stifel Financial Corp
N/A—3,131,664-3,131,664-100%$82.1M———
Osaic Holdings, Inc.
N/A—3,102,593-3,102,593-100%$81.4M———
Northwestern Mutual Wealth Management Co
N/A—2,920,281-2,920,281-100%$76.6M———
UBS Asset Management Americas LLC
N/A—2,498,496-2,498,496-100%$65.5M———
Destination Wealth Management
N/A—2,235,719-2,235,719-100%$58.6M———
Wells Fargo & Company
N/A—2,055,833-2,055,833-100%$53.9M———
Morgan Stanley
N/A—2,033,216-2,033,216-100%$53.3M———
Envestnet Portfolio Solutions, Inc.
N/A—1,870,472-1,870,472-100%$49.1M———
Advocacy Wealth Management, LLC
N/A—1,614,833-1,614,833-100%$42.4M———
Voya Financial Advisors, Inc.
N/A—1,614,118-1,614,118-100%$42.8M———
Mcmorgan & Co LLC
N/A—1,504,389-1,504,389-100%$39.5M———
MA Private Wealth
N/A—1,470,776-1,470,776-100%$38.6M———
Royal Bank of Canada
N/A—1,444,132-1,444,132-100%$37.9M———
Advisory Alpha, LLC
N/A—1,079,040-1,079,040-100%$28.3M———
Raymond James Financial Inc
N/A—1,035,066-1,035,066-100%$27.1M———
Jump Financial, LLC
N/A—1,028,464-1,028,464-100%$27.0M———
Sanctuary Advisors, LLC
N/A—927,836-927,836-100%$24.3M———
Wealthspire Advisors, LLC
N/A—870,699-870,699-100%$22.8M———
Vestmark Advisory Solutions, Inc.
N/A—861,975-861,975-100%$22.6M———
Integrated Wealth Concepts LLC
N/A—845,094-845,094-100%$22.2M———
Ameriprise Financial Inc
N/A—809,354-809,354-100%$21.2M———
Charles Schwab Investment Management Inc
N/A—783,962-783,962-100%$20.6M———
Equitable Holdings, Inc.
N/A—724,255-724,255-100%$19.0M———
FLC Capital Advisors
N/A—720,387-720,387-100%$18.9M———
United Capital Financial Advisors, LLC
N/A—684,031-684,031-100%$17.9M———
Quadrature Capital Ltd
N/A—657,621-657,621-100%$17.2M———
Checchi Capital Advisers, LLC
N/A—573,620-573,620-100%$15.0M———
Principal Securities, Inc.
N/A—563,852-563,852-100%$14.8M———
Cerity Partners LLC
N/A—551,209-551,209-100%$14.5M———
Keystone Financial Group
N/A—533,951-533,951-100%$14.0M———
Manhattan West Asset Management, LLC
N/A—491,059-491,059-100%$12.9M———
J.E. Simmons & Co., P.C.
N/A—489,712-489,712-100%$12.8M———
Ancora Advisors LLCA
N/A—477,295-477,295-100%$12.5M———
Tidal Investments LLC
N/A—474,914-474,914-100%$12.5M———
HighTower Advisors, LLC
N/A—452,900-452,900-100%$11.9M———
IFG Advisory, LLC
N/A—430,257-430,257-100%$11.3M———
Redwood Investment Management, LLC
N/A—427,727-427,727-100%$11.2M———
Private Advisor Group, LLC
N/A—405,104-405,104-100%$10.6M———
Jane Street Group, LLC
N/A—396,705-396,705-100%$10.4M———
World Investment Advisors
N/A—393,632-393,632-100%$10.4M———
Mariner, LLC
N/A—386,385-386,385-100%$10.1M———
Mpwm Advisory Solutions, LLC
N/A—358,826-358,826-100%$9.4M———
Morrissey Wealth Management, LLC
N/A—354,771-354,771-100%$8.4M———
Susquehanna International Group, LLP
N/A—347,626-347,626-100%$9.1M———
AE Wealth Management LLC
N/A—339,937-339,937-100%$8.9M———
Motco
N/A—330,948-330,948-100%$8.7M———
AllGen Financial Advisors, Inc.
N/A—329,169-329,169-100%$8.6M———
Kingsview Wealth Management, LLC
N/A—304,364-304,364-100%$8.0M———
MML Investors Services, LLC
N/A—302,346-302,346-100%$7.9M———
Permanent Capital Management, LP
N/A—278,085-278,085-100%$7.3M———
Goldstone Financial Group, LLC
N/A—265,149-265,149-100%$7.0M———
Range Advisory, LLC
N/A—247,111-247,111-100%$6.5M———
Mutual Advisors, LLC
N/A—243,047-243,047-100%$6.4M———
Avos Capital Management, LLC
N/A—240,565-240,565-100%$6.3M———
SEI Investments Co
N/A—229,976-229,976-100%$6.0M———
Impact Partnership Wealth, LLC
N/A—229,442-229,442-100%$6.0M———
NewEdge Advisors, LLC
N/A—218,088-218,088-100%$5.7M———
AQR Capital Management LLC
N/A—209,959-209,959-100%$5.5M———
Steward Partners Investment Advisory, LLC
N/A—205,485-205,485-100%$5.4M———
Integrity Wealth Solutions LLC
N/A—194,424-194,424-100%$5.1M———
Atlas Legacy Advisors, LLC
N/A—180,147-180,147-100%$4.7M———
Capital Investment Management, Inc.
N/A—179,774-179,774-100%$4.7M———
Pinnacle Financial Partners, Inc.
N/A—178,302-178,302-100%$4.7M———
IHT Wealth Management, LLC
N/A—175,249-175,249-100%$4.6M———
Betterment LLC
N/A—168,780-168,780-100%$4.4M———
HRT Financial LP
N/A—158,364-158,364-100%$4.2M———
Guggenheim Capital LLC
N/A—144,141-144,141-100%$3.8M———
Strategic Investment Advisors / MI
N/A—140,319-140,319-100%$3.7M———
Flow Traders U.S. LLC
N/A—128,091-128,091-100%$3.4M———
Summit Financial, LLC
N/A—123,573-123,573-100%$3.2M———
Waverly Advisors, LLC
N/A—116,512-116,512-100%$3.1M———
Baird Financial Group, Inc.
N/A—116,186-116,186-100%$3.0M———
Two Sigma Securities, LLC
N/A—114,040-114,040-100%$3.0M———
Beacon Bridge Wealth Partners, LLC
N/A—112,686-112,686-100%$3.0M———
Strategies Wealth Advisors, LLC
N/A—111,311-111,311-100%$2.9M———
Drucker Wealth 3.0, LLC
N/A—109,507-109,507-100%$2.9M———
Mercer Global Advisors Inc
N/A—106,599-106,599-100%$2.8M———
WealthTrak Capital Management LLC
N/A—103,904-103,904-100%$2.7M———
Fourth Dimension Wealth, LLC
N/A—102,726-102,726-100%$2.7M———
Arrowroot Family Office, LLC
N/A—101,763-101,763-100%$2.7M———
Rockefeller Capital Management L.P.
N/A—97,079-97,079-100%$2.5M———
HighPoint Advisor Group LLC
N/A—93,715-93,715-100%$2.5M———
CreativeOne Wealth, LLC
N/A—93,000-93,000-100%$2.4M———
Strategic Financial Services, Inc.
N/A—91,677-91,677-100%$2.4M———
Harbour Investments, Inc.
N/A—86,424-86,424-100%$2.3M———
Orion Porfolio Solutions, LLC
N/A—86,058-86,058-100%$2.3M———
Transamerica Financial Advisors, LLC
N/A—82,151-82,151-100%$2.2M———
Arkadios Wealth Advisors
N/A—68,267-68,267-100%$1.8M———
Janney Montgomery Scott LLC
N/A—67,416-67,416-100%$1.8M———
Petra Financial Advisors Inc
N/A—66,965-66,965-100%$1.8M———
OneDigital Investment Advisors LLC
N/A—66,785-66,785-100%$1.8M———
Empowered Funds, LLC
N/A—65,860-65,860-100%$1.7M———
Caitlin John, LLC
N/A—65,102-65,102-100%$1.7M———
Great Valley Advisor Group, Inc.
N/A—64,974-64,974-100%$1.7M———
Citadel Advisors LLC
N/A—62,676-62,676-100%$1.6M———
Independent Advisor Alliance
N/A—60,936-60,936-100%$1.6M———
Tower Research Capital LLC (TRC)
N/A—58,310-58,310-100%$1.5M———
KM Capital Management Ltd.
N/A—56,811-56,811-100%$1.5M———
Arete Wealth Advisors, LLC
N/A—54,814-54,814-100%$1.4M———
Keating Financial Advisory Services, Inc.
N/A—53,000-53,000-100%$1.4M———
Gateway Wealth Partners, LLC
N/A—50,788-50,788-100%$1.3M———
Focus Partners Advisor Solutions, LLC
N/A—49,347-49,347-100%$1.3M———
Belpointe Asset Management LLC
N/A—49,171-49,171-100%$1.3M———
Keebeck Wealth Management
N/A—45,847-45,847-100%$1.2M———
FSB Premier Wealth Management, Inc.
N/A—45,131-45,131-100%$1.2M———
Summit Trail Advisors, LLC
N/A—42,862-42,862-100%$1.1M———
Jones Financial Companies Lllp
N/A—42,498-42,498-100%$1.1M———
Savvy Advisors, Inc.
N/A—41,156-41,156-100%$1.1M———
Edgestream Partners, L.P.
N/A—40,554-40,554-100%$1.1M———
Advyzon Investment Management, LLC
N/A—40,391-40,391-100%$1.1M———
CFO4Life Group, LLC
N/A—36,423-36,423-100%$955.4K———
Novus Advisors, LLC
N/A—36,380-36,380-100%$954.2K———
O'shaughnessy Asset Management, LLC
N/A—35,301-35,301-100%$925.9K———
Bank OZK
N/A—34,644-34,644-100%$908.7K———
Hobbs Group Advisors, LLC
N/A—31,008-31,008-100%$813.4K———
Founders Financial Alliance, LLC
N/A—30,477-30,477-100%$799.4K———
Composition Wealth, LLC
N/A—29,691-29,691-100%$778.8K———
Tudor Investment Corp ET AL
N/A—27,992-27,992-100%$734.2K———
WCG Wealth Advisors LLC
N/A—27,379-27,379-100%$718.1K———
Magnolia Private Wealth, LLC
N/A—27,064-27,064-100%$709.9K———
Wallace Advisory Group, LLC
N/A—26,460-26,460-100%$694.0K———
SHP Wealth Management
N/A—24,852-24,852-100%$651.9K———
Brown Financial Advisors
N/A—24,350-24,350-100%$638.7K———
Aptus Capital Advisors, LLC
N/A—24,040-24,040-100%$630.6K———
Foundations Investment Advisors, LLC
N/A—23,558-23,558-100%$617.9K———
LifePlan Investment Advisors, Inc.
N/A—23,067-23,067-100%$605.0K———
Manufacturers Life Insurance Company, the
N/A—20,580-20,580-100%$539.8K———
Vertex Planning Partners, LLC
N/A—19,439-19,439-100%$509.9K———
Maridea Wealth Management LLC
N/A—19,043-19,043-100%$499.5K———
GeoWealth Management, LLC
N/A—18,477-18,477-100%$484.7K———
Lansing Street Advisors
N/A—18,376-18,376-100%$482.0K———
Stratos Wealth Partners, Ltd.
N/A—17,686-17,686-100%$463.9K———
Mattson Financial Services, LLC
N/A—17,446-17,446-100%$447.5K———
PCB Capital LLC
N/A—16,654-16,654-100%$436.8K———
Fiduciary Financial Advisors
N/A—15,100-15,100-100%$396.1K———
Global Retirement Partners, LLC
N/A—13,705-13,705-100%$359.5K———
Captrust Financial Advisors
N/A—12,832-12,832-100%$336.6K———
Geneos Wealth Management Inc.
N/A—12,344-12,344-100%$323.8K———
FLP Wealth Management, LLC
N/A—12,011-12,011-100%$315.0K———
Bank of Montreal
N/A—11,454-11,454-100%$300.4K———
FWL Investment Management, LLC
N/A—11,000-11,000-100%$288.5K———
BFC Planning, Inc.
N/A—10,816-10,816-100%$283.7K———
Texas Yale Capital Corp.
N/A—10,250-10,250-100%$268.9K———
Spinnaker Trust
N/A—10,184-10,184-100%$267.1K———
Quantinno Capital Management LP
N/A—10,048-10,048-100%$263.6K———
Perennial Investment Advisors, LLC
N/A—9,664-9,664-100%$253.5K———
Empirical Asset Management, LLC
N/A—9,472-9,472-100%$248.5K———
Arax Advisory Partners
N/A—9,181-9,181-100%$240.8K———
Coppell Advisory Solutions LLC
N/A—8,510-8,510-100%$233.5K———
Van Hulzen Asset Management, LLC
N/A—7,924-7,924-100%$207.8K———
Barnes Wealth Management Group, Inc
N/A—7,828-7,828-100%$205.3K———
Smartleaf Asset Management LLC
N/A—6,700-6,700-100%$177.7K———
Ameriflex Group, Inc.
N/A—6,211-6,211-100%$162.9K———
BlackRock, Inc.
N/A—4,750-4,750-100%$124.6K———
Blair William & Co
N/A—4,673-4,673-100%$122.6K———
Purpose Unlimited Inc.
N/A—4,500-4,500-100%$118.0K———
Imprint Wealth LLC
N/A—4,235-4,235-100%$111.1K———
Richard W. Paul & Associates, LLC
N/A—3,990-3,990-100%$104.7K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—3,959-3,959-100%$103.8K———
Ameritas Advisory Services, LLC
N/A—3,794-3,794-100%$99.5K———
Qube Research & Technologies Ltd
N/A—3,145-3,145-100%$82.5K———
Wellington-Altus USA Inc.
N/A—3,099-3,099-100%$81.5K———
SouthState Bank Corp
N/A—2,973-2,973-100%$78.0K———
Huntington National Bank
N/A—2,338-2,338-100%$61.3K———
Oakmont Advisory Group, LLC
N/A—2,317-2,317-100%$60.8K———
Tidemark, LLC
N/A—1,853-1,853-100%$48.6K———
Strategic Wealth Partners, Ltd.
N/A—1,457-1,457-100%$38.2K———
Crewe Advisors LLC
N/A—1,105-1,105-100%$29.0K———
Ballast Advisors LLC
N/A—992-992-100%$26.0K———
Strive Financial Group,LLC
N/A—821-821-100%$21.5K———
Continuum Advisory, LLC
N/A—669-669-100%$17.5K———
Johnson Financial Group, Inc.
N/A—644-644-100%$16.9K———
SOA Wealth Advisors, Llc.
N/A—606-606-100%$15.9K———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—558-558-100%$14.6K———
Mcguire Capital Advisors Inc
N/A—511-511-100%$13.4K———
National Bank of Canada
N/A—489-489-100%$12.8K———
EFG International AG
N/A—450-450-100%$11.8K———
Bogart Wealth, LLC
N/A—358-358-100%$9.4K———
Vanguard Advisers Inc
N/A—290-290-100%$7.6K———
Hantz Financial Services, Inc.
N/A—258-258-100%$7———
Meramec Financial Planners, LLC
N/A—239-239-100%$6.1K———
Hurricane Capital Advisors LLC
N/A—204-204-100%$5.4K———
Atomic Invest LLC
N/A—185-185-100%$4.9K———
Medallion Wealth Advisors, LLC
N/A—180-180-100%$4.7K———
Virtus Fixed Income Advisers, LLC
N/A—162-162-100%$4.2K———
Dunhill Financial, LLC
N/A—159-159-100%$4.2K———
Kayne Anderson Rudnick Investment Management LLC
N/A—150-150-100%$3.9K———
Capital Analysts, LLC
N/A—112-112-100%$3———
Delos Wealth Advisors, LLC
N/A—84-84-100%$2.2K———
N.E.W. Advisory Services LLC
N/A—78-78-100%$2.0K———
Bellevue Asset Management, LLC
N/A—78-78-100%$2.0K———
Millstone Evans Group, LLC
N/A—26-26-100%$682———
HM Payson & Co
N/A—17-17-100%$446———
Crews Bank & Trust
N/A—13-13-100%$341———
Financial Gravity Companies, Inc.
N/A—4-4-100%$105———
Luminist Capital LLC
N/A—00—$734———
Showing 530 of 530 institutions