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SS Spdr S&P 400 MC GR ETF (MDYG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Avantax Planning Partners, Inc.
INCREASED
Shares359,970 from 347,928
Change+12,042 (+3%)
Value$37.6M (-$1.4M)
Filed 2026-11-03
First National Trust Co
INCREASED
Shares359,172 from 355,048
Change+4,124 (+1%)
Value$37.5M (-$2.3M)
Filed 2026-10-28
GHP Investment Advisors, Inc.
INCREASED
Shares337,079 from 336,389
Change+690 (+0%)
Value$35.2M (-$2.5M)
Filed 2026-10-15
Klingman & Associates, LLC
DECREASED
Shares296,571 from 297,555
Change-984 (0%)
Value$31.0M (-$2.4M)
Filed 2026-10-20
Commonwealth Equity Services, LLC
INCREASED
Shares216,582 from 214,737
Change+1,845 (+1%)
Value$22.6M (-$1.4M)
Filed 2026-11-02
Convergence Financial, LLC
DECREASED
Shares215,100 from 374,287
Change-159,187 (-43%)
Value$22.5M (-$19.5M)
Filed 2026-10-27
Rodgers & Associates, LTD
DECREASED
Shares183,313 from 187,167
Change-3,854 (-2%)
Value$19.2M (-$1.8M)
Filed 2026-10-20
Shakespeare Wealth Management, LLC
DECREASED
Shares181,196 from 183,300
Change-2,104 (-1%)
Value$18.9M (-$1.6M)
Filed 2026-10-28
SFG Wealth Management, Llc.
DECREASED
Shares164,691 from 166,652
Change-1,961 (-1%)
Value$17.2M (-$1.5M)
Filed 2026-10-23
Truist Financial Corp
INCREASED
Shares119,142 from 117,140
Change+2,002 (+2%)
Value$12.5M (-$676.3K)
Filed 2026-10-30
Moneco Advisors, LLC
INCREASED
Shares108,930 from 88,262
Change+20,668 (+23%)
Value$11.4M (+$1.5M)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares103,167 from 43,647
Change+59,520 (+136%)
Value$10.8M (+$5.9M)
Filed 2026-10-08
ERn Financial, LLC
INCREASED
Shares92,332 from 91,445
Change+887 (+1%)
Value$9.7M (-$598.7K)
Filed 2026-10-28
Marathon Mission, Inc.
INCREASED
Shares84,748 from 83,077
Change+1,671 (+2%)
Value$8.9M (-$453.4K)
Filed 2026-10-01
Chicago Partners Investment Group LLC
INCREASED
Shares77,808 from 74,913
Change+2,895 (+4%)
Value$7.9M (-$166.6K)
Filed 2026-10-27
Jnba Financial Advisors
DECREASED
Shares69,208 from 75,077
Change-5,869 (-8%)
Value$7.2M (-$1.2M)
Filed 2026-11-03
Univest Financial Corp
INCREASED
Shares64,934 from 60,974
Change+3,960 (+6%)
Value$6.8M (-$47.0K)
Filed 2026-11-05
Farmers & Merchants Trust Co of Chambersburg PA
NEW
Shares60,306
Change+60,306
Value$6.3K
Filed 2026-10-14
Diligent Investors, LLC
DECREASED
Shares58,315 from 59,401
Change-1,086 (-2%)
Value$6.1M (-$562.6K)
Filed 2026-10-21
McAdam, LLC
DECREASED
Shares56,645 from 57,960
Change-1,315 (-2%)
Value$5.9M (-$575.6K)
Filed 2026-10-21
Avior Wealth Management, LLC
INCREASED
Shares53,398 from 49,181
Change+4,217 (+9%)
Value$5.6M (+$69.0K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares48,410 from 53,588
Change-5,178 (-10%)
Value$5.1K (-$6.0M)
Filed 2026-11-02
Clarus Wealth Advisors
INCREASED
Shares46,446 from 24,629
Change+21,817 (+89%)
Value$5.0M (+$2.3M)
Filed 2026-10-13
Creative Planning
DECREASED
Shares43,257 from 44,653
Change-1,396 (-3%)
Value$4.5M (-$483.5K)
Filed 2026-11-02
Syntegra Private Wealth Group, LLC
DECREASED
Shares43,233 from 43,748
Change-515 (-1%)
Value$4.5M (-$384.6K)
Filed 2026-10-13
Centennial Wealth Advisory LLC
INCREASED
Shares42,765 from 40,215
Change+2,550 (+6%)
Value$4.5M (-$35.3K)
Filed 2026-10-16
Schear Investment Advisers, LLC
NEW
Shares40,932
Change+40,932
Value$4.3M
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares40,932 from 40,861
Change+71 (+0%)
Value$4.3M (-$301.5K)
Filed 2026-10-14
Kingswood Wealth Advisors, LLC
DECREASED
Shares38,926 from 38,983
Change-57 (0%)
Value$4.1M (-$300.7K)
Filed 2026-10-23
Councilor Wealth, LLC
DECREASED
Shares37,619 from 43,585
Change-5,966 (-14%)
Value$3.9M (-$953.2K)
Filed 2026-10-09
Bill Few Associates, Inc.
INCREASED
Shares36,466 from 36,296
Change+170 (+0%)
Value$3.8M (-$256.6K)
Filed 2026-10-09
Redhawk Wealth Advisors, Inc.
DECREASED
Shares35,434 from 39,636
Change-4,202 (-11%)
Value$3.7M (-$738.8K)
Filed 2026-10-14
Occidental Asset Management, LLC
INCREASED
Shares33,750 from 33,166
Change+584 (+2%)
Value$3.5M (-$189.7K)
Filed 2026-11-05
Heritage Wealth Management, Inc.
INCREASED
Shares32,327 from 31,931
Change+396 (+1%)
Value$3.4M (-$200.1K)
Filed 2026-10-27
Sacks & Associates, LLC
DECREASED
Shares30,388 from 31,829
Change-1,441 (-5%)
Value$3.2M (-$222.9K)
Filed 2026-10-09
AlphaStar Capital Management, LLC
INCREASED
Shares30,379 from 26,514
Change+3,865 (+15%)
Value$3.2M (+$203.5K)
Filed 2026-10-16
Courage Miller Partners, LLC
DECREASED
Shares30,303 from 30,326
Change-23 (0%)
Value$3.2M (-$231.7K)
Filed 2026-10-21
RFG Advisory, LLC
INCREASED
Shares29,976 from 3,433
Change+26,543 (+773%)
Value$3.1M (+$2.7M)
Filed 2026-11-03
US Bancorp \de\
INCREASED
Shares28,851 from 23,108
Change+5,743 (+25%)
Value$3.0M (+$425.6K)
Filed 2026-11-05
Comprehensive Wealth Management, LLC
DECREASED
Shares26,970 from 27,971
Change-1,001 (-4%)
Value$2.8M (-$316.1K)
Filed 2026-11-02
Koshinski Asset Management, Inc.
DECREASED
Shares26,059 from 26,198
Change-139 (-1%)
Value$2.7M (-$212.6K)
Filed 2026-10-29
GEN Financial Management, Inc.
INCREASED
Shares25,043 from 24,683
Change+360 (+1%)
Value$2.6M (-$149.0K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
INCREASED
Shares24,449 from 4,897
Change+19,552 (+399%)
Value$2.6M (+$2.0M)
Filed 2026-10-16
Brookstone Capital Management
INCREASED
Shares24,323 from 23,439
Change+884 (+4%)
Value$2.5M (-$84.8K)
Filed 2026-10-22
Barden Capital Management, Inc.
INCREASED
Shares24,232 from 24,094
Change+138 (+1%)
Value$2.5M (-$167.7K)
Filed 2026-10-09
Sage Financial Group Inc
INCREASED
Shares21,867 from 20,716
Change+1,151 (+6%)
Value$2.3M (-$36.3K)
Filed 2026-10-27
Linscomb Wealth, Inc.
DECREASED
Shares21,660 from 21,977
Change-317 (-1%)
Value$2.3M (-$199.3K)
Filed 2026-11-05
YHB Investment Advisors, Inc.
INCREASED
Shares20,924 from 18,647
Change+2,277 (+12%)
Value$2.2M (+$97.0K)
Filed 2026-10-08
Capital Squared Financial LLC
INCREASED
Shares20,491 from 19,788
Change+703 (+4%)
Value$2.1M (-$76.1K)
Filed 2026-10-30
Spire Wealth Management
INCREASED
Shares19,676 from 19,439
Change+237 (+1%)
Value$2.1M (-$122.2K)
Filed 2026-10-30
New England Capital Financial Advisors LLC
INCREASED
Shares18,695 from 18,376
Change+319 (+2%)
Value$2.0M (-$105.6K)
Filed 2026-11-03
Waller Financial Planning Group, Inc
DECREASED
Shares18,574 from 19,213
Change-639 (-3%)
Value$1.9M (-$212.0K)
Filed 2026-10-07
Destiny Capital Corp
DECREASED
Shares17,438 from 17,459
Change-21 (0%)
Value$1.8M (-$134.1K)
Filed 2026-11-03
Investors Research Corp
DECREASED
Shares17,381 from 17,509
Change-128 (-1%)
Value$1.8M (-$145.8K)
Filed 2026-10-07
American Financial & TAX Strategies Inc
INCREASED
Shares17,348 from 17,223
Change+125 (+1%)
Value$1.8M (-$117.1K)
Filed 2026-10-16
CWA Asset Management Group, LLC
UNCHANGED
Shares17,274 from 17,274
Change0 (0%)
Value$1.8M (-$130.6K)
Filed 2026-10-19
Salomon & Ludwin, LLC
DECREASED
Shares17,273 from 17,717
Change-444 (-3%)
Value$1.8M (-$156.8K)
Filed 2026-10-29
MGO One Seven LLC
DECREASED
Shares13,972 from 15,169
Change-1,197 (-8%)
Value$1.5M (-$239.8K)
Filed 2026-10-28
Twelve Points Wealth Management LLC
DECREASED
Shares13,389 from 13,454
Change-65 (0%)
Value$1.4M (-$130.7K)
Filed 2026-11-03
LTG Capital LLC
INCREASED
Shares13,167 from 13,073
Change+94 (+1%)
Value$1.4M (-$89.0K)
Filed 2026-11-04
Portside Wealth Group, LLC
INCREASED
Shares13,075 from 11,014
Change+2,061 (+19%)
Value$1.4M (+$132.2K)
Filed 2026-10-20
Key FInancial Inc
DECREASED
Shares12,544 from 13,098
Change-554 (-4%)
Value$1.3M (-$156.9K)
Filed 2026-11-02
PFG Advisors
DECREASED
Shares12,340 from 12,565
Change-225 (-2%)
Value$1.3M (-$118.6K)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares12,194 from 10,881
Change+1,313 (+12%)
Value$1.3M (+$106.3K)
Filed 2026-10-13
Trilogy Capital Inc.
DECREASED
Shares12,192 from 12,229
Change-37 (0%)
Value$1.3M (-$96.3K)
Filed 2026-10-20
Parcion Private Wealth LLC
UNCHANGED
Shares11,943 from 11,943
Change0 (0%)
Value$1.2M (-$90.3K)
Filed 2026-10-28
J.W. Cole Advisors, Inc.
DECREASED
Shares11,816 from 12,195
Change-379 (-3%)
Value$1.2M (-$131.8K)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares11,562 from 10,906
Change+656 (+6%)
Value$1.2M (-$13.9K)
Filed 2026-11-02
Central Trust Co
DECREASED
Shares11,343 from 11,460
Change-117 (-1%)
Value$1.2M (-$98.9K)
Filed 2026-11-05
Advisor OS, LLC
DECREASED
Shares11,236 from 12,534
Change-1,298 (-10%)
Value$1.2M (-$230.4K)
Filed 2026-11-03
Larson Financial Group LLC
DECREASED
Shares11,215 from 11,357
Change-142 (-1%)
Value$1.2M (-$100.7K)
Filed 2026-11-05
Milestone Asset Management Group, LLC
INCREASED
Shares10,771 from 10,338
Change+433 (+4%)
Value$1.1M (-$32.9K)
Filed 2026-10-20
Lewis Asset Management, LLC
DECREASED
Shares10,739 from 10,775
Change-36 (0%)
Value$1.1M (-$85.2K)
Filed 2026-10-14
Friday Financial
INCREASED
Shares10,394 from 3,428
Change+6,966 (+203%)
Value$1.1M (+$727.3K)
Filed 2026-10-09
Mosley Wealth Management
INCREASED
Shares10,064 from 8,804
Change+1,260 (+14%)
Value$1.1M (+$68.0K)
Filed 2026-10-16
XY Planning Network, Inc.
UNCHANGED
Shares9,743 from 9,743
Change0 (0%)
Value$1.0M (-$73.7K)
Filed 2026-10-14
Navigation Group, LLC
DECREASED
Shares9,726 from 9,826
Change-100 (-1%)
Value$1.0M (-$84.7K)
Filed 2026-10-28
Root Financial Partners, LLC
INCREASED
Shares9,619 from 3,847
Change+5,772 (+150%)
Value$1.0M (+$574.3K)
Filed 2026-10-21
IFP Advisors, Inc
DECREASED
Shares9,538 from 10,042
Change-504 (-5%)
Value$997.0K (-$128.6K)
Filed 2026-10-16
Citigroup Inc
DECREASED
Shares9,435 from 24,385
Change-14,950 (-61%)
Value$986.2K (-$1.7M)
Filed 2026-11-04
LexAurum Advisors, LLC
UNCHANGED
Shares9,419 from 9,419
Change0 (0%)
Value$984.6K (-$71.2K)
Filed 2026-10-19
Fairscale Capital, LLC
UNCHANGED
Shares9,255 from 9,255
Change0 (0%)
Value$952.1K (-$85.3K)
Filed 2026-11-04
Flagship Harbor Advisors, LLC
INCREASED
Shares9,184 from 8,551
Change+633 (+7%)
Value$960.0K (+$1.6K)
Filed 2026-10-26
KPP Advisory Services LLC
INCREASED
Shares8,904 from 8,752
Change+152 (+2%)
Value$930.8K (-$50.2K)
Filed 2026-10-26
Pine Haven Investment Counsel, Inc
INCREASED
Shares8,888 from 7,888
Change+1,000 (+13%)
Value$929.1K (+$44.9K)
Filed 2026-11-02
Gibbs Wealth Management
INCREASED
Shares8,861 from 8,104
Change+757 (+9%)
Value$926.2K (+$17.8K)
Filed 2026-10-22
Resonant Capital Advisors, LLC
INCREASED
Shares8,571 from 7,660
Change+911 (+12%)
Value$895.9K (+$37.3K)
Filed 2026-10-15
Connecticut Wealth Management, LLC
DECREASED
Shares8,550 from 9,556
Change-1,006 (-11%)
Value$893.7K (-$177.4K)
Filed 2026-10-13
Flagstar Securities, Inc
INCREASED
Shares8,112 from 6,347
Change+1,765 (+28%)
Value$847.9K (+$136.4K)
Filed 2026-10-15
Foster Victor Wealth Advisors, LLC
INCREASED
Shares7,958 from 7,956
Change+2 (+0%)
Value$823.4K (-$39.2K)
Filed 2026-10-21
Schneider Downs Wealth Management Advisors, LP
UNCHANGED
Shares7,939 from 7,939
Change0 (0%)
Value$829.9K (-$60.0K)
Filed 2026-10-27
Cyndeo Wealth Partners, LLC
DECREASED
Shares7,487 from 8,198
Change-711 (-9%)
Value$782.6K (-$136.3K)
Filed 2026-10-16
Flagship Private Wealth, LLC
INCREASED
Shares7,257 from 7,244
Change+13 (+0%)
Value$758.5K (-$53.5K)
Filed 2026-11-05
Westside Investment Management, Inc.
INCREASED
Shares7,182 from 7,136
Change+46 (+1%)
Value$750.7K (-$49.1K)
Filed 2026-11-02
Inspirion Wealth Advisors, LLC
UNCHANGED
Shares7,168 from 7,168
Change0 (0%)
Value$749.3K (-$44.7K)
Filed 2026-10-09
Fifth Third Bancorp
DECREASED
Shares7,134 from 11,582
Change-4,448 (-38%)
Value$745.7K (-$552.5K)
Filed 2026-11-05
First Pacific Financial
INCREASED
Shares7,075 from 7,059
Change+16 (+0%)
Value$739.5K (-$51.8K)
Filed 2026-10-14
Avidian Wealth Enterprises, LLC
DECREASED
Shares7,020 from 7,029
Change-9 (0%)
Value$733.8K (-$54.1K)
Filed 2026-10-08
Mystic Asset Management, Inc.
UNCHANGED
Shares6,925 from 6,925
Change0 (0%)
Value$723.9K (-$52.4K)
Filed 2026-10-15
Carnegie Investment Counsel
INCREASED
Shares6,845 from 6,375
Change+470 (+7%)
Value$715.5K (+$932)
Filed 2026-10-20
Willner & Heller, LLC
DECREASED
Shares6,655 from 6,992
Change-337 (-5%)
Value$695.7K (-$88.0K)
Filed 2026-10-28
Focus Financial Network, Inc.
DECREASED
Shares6,518 from 6,833
Change-315 (-5%)
Value$681.4K (-$84.6K)
Filed 2026-10-14
Avestar Capital, LLC
INCREASED
Shares6,411 from 6,400
Change+11 (+0%)
Value$670.1K (-$47.2K)
Filed 2026-10-28
Montz Harcus Wealth Management LLC
INCREASED
Shares6,351 from 3,494
Change+2,857 (+82%)
Value$663.9K (+$272.3K)
Filed 2026-10-09
Krilogy Financial LLC
DECREASED
Shares6,048 from 6,194
Change-146 (-2%)
Value$640.8K (-$53.5K)
Filed 2026-10-13
Salem Investment Counselors Inc
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$627.2K (-$45.4K)
Filed 2026-10-13
Clear Point Advisors Inc.
INCREASED
Shares5,819 from 5,814
Change+5 (+0%)
Value$608.3K (-$43.5K)
Filed 2026-10-30
Brady Martz Wealth Solutions, LLC
DECREASED
Shares5,798 from 5,854
Change-56 (-1%)
Value$606.0K (-$50.2K)
Filed 2026-11-05
Stonebridge Financial Group, LLC
DECREASED
Shares5,615 from 5,705
Change-90 (-2%)
Value$586.9K (-$52.5K)
Filed 2026-10-01
Financial Network Wealth Advisors LLC
INCREASED
Shares5,544 from 4,943
Change+601 (+12%)
Value$579.6K (+$25.5K)
Filed 2026-10-28
Altfest L J & Co Inc
DECREASED
Shares5,525 from 5,708
Change-183 (-3%)
Value$577.6K (-$62.2K)
Filed 2026-10-27
Tritonpoint Wealth, LLC
UNCHANGED
Shares5,355 from 5,355
Change0 (0%)
Value$559.8K (-$40.5K)
Filed 2026-10-19
KDK Private Wealth Management, LLC
DECREASED
Shares5,293 from 5,296
Change-3 (0%)
Value$553.3K (-$40.4K)
Filed 2026-11-03
Chartist Inc
UNCHANGED
Shares5,183 from 5,183
Change0 (0%)
Value$3.4M (-$241.7K)
Filed 2026-11-04
Vise Technologies, Inc.
INCREASED
Shares5,128 from 4,345
Change+783 (+18%)
Value$536.0K (+$49.0K)
Filed 2026-10-29
Balefire, LLC
INCREASED
Shares5,002 from 4,766
Change+236 (+5%)
Value$522.9K (-$11.4K)
Filed 2026-10-09
Norden Group LLC
DECREASED
Shares4,882 from 6,365
Change-1,483 (-23%)
Value$510.3K (-$203.1K)
Filed 2026-10-20
Grey Ledge Advisors, LLC
DECREASED
Shares4,833 from 5,043
Change-210 (-4%)
Value$505.2K (-$60.1K)
Filed 2026-11-02
Csenge Advisory Group
DECREASED
Shares4,816 from 4,819
Change-3 (0%)
Value$503.4K (-$36.7K)
Filed 2026-11-04
Juncture Wealth Strategies, LLC
INCREASED
Shares4,811 from 4,581
Change+230 (+5%)
Value$502.9K (-$10.6K)
Filed 2026-10-06
Crusonia Wealth Advisors LLC
DECREASED
Shares4,656 from 5,148
Change-492 (-10%)
Value$486.7K (-$90.3K)
Filed 2026-10-26
Maltin Wealth Management, Inc.
INCREASED
Shares4,471 from 4,461
Change+10 (+0%)
Value$467.3K (-$32.7K)
Filed 2026-10-13
WealthPlan Investment Management, LLC
UNCHANGED
Shares4,455 from 4,455
Change0 (0%)
Value$465.7K (-$33.7K)
Filed 2026-10-15
Compound Planning, Inc.
INCREASED
Shares4,444 from 4,315
Change+129 (+3%)
Value$464.6K (-$19.1K)
Filed 2026-11-05
Choreo, LLC
UNCHANGED
Shares4,290 from 4,290
Change0 (0%)
Value$448.4K (-$32.4K)
Filed 2026-10-28
Fifth Third Securities, Inc.
INCREASED
Shares4,286 from 4,154
Change+132 (+3%)
Value$448.0K (-$17.6K)
Filed 2026-10-21
HB Wealth Management, LLC
DECREASED
Shares4,211 from 4,256
Change-45 (-1%)
Value$440.2K (-$36.9K)
Filed 2026-10-23
Third View Private Wealth, LLC
DECREASED
Shares4,160 from 4,470
Change-310 (-7%)
Value$434.8K (-$66.2K)
Filed 2026-10-30
Clear Creek Financial Management, LLC
DECREASED
Shares4,079 from 4,110
Change-31 (-1%)
Value$426.3K (-$34.3K)
Filed 2026-10-28
TritonPoint Partners, LLC
DECREASED
Shares3,945 from 5,355
Change-1,410 (-26%)
Value$412.4K (-$187.9K)
Filed 2026-11-05
Creekside Partners
DECREASED
Shares3,762 from 4,870
Change-1,108 (-23%)
Value$393.3K (-$152.6K)
Filed 2026-11-04
Intrua Financial, LLC
INCREASED
Shares3,741 from 3,740
Change+1 (+0%)
Value$391.0K (-$28.3K)
Filed 2026-10-28
Visionary Wealth Advisors
DECREASED
Shares3,574 from 3,911
Change-337 (-9%)
Value$373.6K (-$64.8K)
Filed 2026-11-04
Tucker Asset Management LLC
INCREASED
Shares3,544 from 3,492
Change+52 (+1%)
Value$370.5K (-$21.0K)
Filed 2026-10-29
Cap Partners, LLC
INCREASED
Shares3,520 from 3,519
Change+1 (+0%)
Value$367.9K (-$26.6K)
Filed 2026-10-19
Trail Ridge Investment Advisors, LLC
INCREASED
Shares3,460 from 3,242
Change+218 (+7%)
Value$361.7K (-$1.7K)
Filed 2026-10-16
Everhart Financial Group, Inc.
INCREASED
Shares3,408 from 3,407
Change+1 (+0%)
Value$356.2K (-$25.7K)
Filed 2026-10-08
Retirement Planning Group, LLC
DECREASED
Shares3,279 from 4,547
Change-1,268 (-28%)
Value$342.8K (-$166.9K)
Filed 2026-10-19
KWB Wealth
UNCHANGED
Shares3,267 from 3,267
Change0 (0%)
Value$341.5K (-$24.7K)
Filed 2026-10-16
Keudell ison Wealth Management
DECREASED
Shares3,166 from 3,171
Change-5 (0%)
Value$330.9K (-$24.5K)
Filed 2026-10-16
Onyx Bridge Wealth Group LLC
INCREASED
Shares3,078 from 3,074
Change+4 (+0%)
Value$321.8K (-$22.8K)
Filed 2026-10-16
Goldstein Advisors, LLC
UNCHANGED
Shares3,060 from 3,060
Change0 (0%)
Value$319.9K (-$23.1K)
Filed 2026-10-15
Burney Co/
INCREASED
Shares3,012 from 2,181
Change+831 (+38%)
Value$314.8K (+$70.4K)
Filed 2026-10-15
Delta Capital Management LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$314 (-$22)
Filed 2026-10-16
Old National Bancorp
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$313.6K (-$22.7K)
Filed 2026-10-20
Private Trust Co NA
INCREASED
Shares2,922 from 1,801
Change+1,121 (+62%)
Value$305.4K (+$103.6K)
Filed 2026-10-20
Breachway Investments LLC
UNCHANGED
Shares2,857 from 2,857
Change0 (0%)
Value$298.6K (-$21.6K)
Filed 2026-10-19
Denver PWM, LLC
INCREASED
Shares2,819 from 2,813
Change+6 (+0%)
Value$294.7K (-$24.8K)
Filed 2026-10-22
RTD Financial Advisors, Inc.
DECREASED
Shares2,730 from 2,908
Change-178 (-6%)
Value$285.4K (-$40.6K)
Filed 2026-10-09
Diversified Management Inc
UNCHANGED
Shares2,704 from 2,704
Change0 (0%)
Value$282.7K (-$20.3K)
Filed 2026-10-08
Selby Wealth Management, LLC
DECREASED
Shares2,608 from 4,729
Change-2,121 (-45%)
Value$272.7K (-$257.4K)
Filed 2026-10-16
Centerpoint Advisors, LLC
UNCHANGED
Shares2,556 from 2,556
Change0 (0%)
Value$267 (-$286.7K)
Filed 2026-11-05
Sterling Financial Planning, Inc.
DECREASED
Shares2,495 from 2,636
Change-141 (-5%)
Value$260.8K (-$34.6K)
Filed 2026-10-28
Beaumont Financial Advisors, LLC
UNCHANGED
Shares2,469 from 2,469
Change0 (0%)
Value$258.1K (-$18.7K)
Filed 2026-10-22
First Heartland Consultants, Inc.
DECREASED
Shares2,465 from 2,471
Change-6 (0%)
Value$257.7K (-$19.3K)
Filed 2026-10-08
Retirement Planning Co of New England, Inc.
DECREASED
Shares2,399 from 2,414
Change-15 (-1%)
Value$250.8K (-$19.8K)
Filed 2026-10-15
Apollon Wealth Management, LLC
NEW
Shares2,376
Change+2,376
Value$248.4K
Filed 2026-10-23
Partners Wealth Management, LLC
NEW
Shares2,369
Change+2,369
Value$247.6K
Filed 2026-10-28
Signal Advisors Wealth, LLC
INCREASED
Shares2,365 from 2,244
Change+121 (+5%)
Value$247.2K (-$4.4K)
Filed 2026-10-13
Valeo Financial Advisors, LLC
INCREASED
Shares2,344 from 2,339
Change+5 (+0%)
Value$245.0K (-$17.2K)
Filed 2026-10-08
Cache Advisors, LLC
UNCHANGED
Shares2,300 from 2,300
Change0 (0%)
Value$240.4K (-$17.4K)
Filed 2026-10-16
Thrive Capital Management, LLC
INCREASED
Shares2,239 from 2,222
Change+17 (+1%)
Value$234.1K (-$15.0K)
Filed 2026-10-28
International Assets Investment Management, LLC
DECREASED
Shares2,230 from 2,368
Change-138 (-6%)
Value$235.8K (-$26.4K)
Filed 2026-11-02
4Wealth Advisors, Inc.
INCREASED
Shares2,176 from 2,002
Change+174 (+9%)
Value$228.3K (+$6.7K)
Filed 2026-10-13
Somerset Trust Co
DECREASED
Shares2,163 from 2,172
Change-9 (0%)
Value$226.1K (-$17.4K)
Filed 2026-10-13
Dynamic Advisor Solutions LLC
NEW
Shares2,124
Change+2,124
Value$222.0K
Filed 2026-10-13
Eastern Bank
NEW
Shares2,107
Change+2,107
Value$220.2K
Filed 2026-10-05
Lee, Kelleher & Klein Wealth Management
UNCHANGED
Shares2,092 from 2,092
Change0 (0%)
Value$218.7K (-$15.8K)
Filed 2026-10-08
Grimes & Co Wealth Management, LLC
INCREASED
Shares2,019 from 2,000
Change+19 (+1%)
Value$211.0K (-$13.2K)
Filed 2026-10-29
Fingerlakes Wealth Management, Inc.
INCREASED
Shares1,962 from 1,869
Change+93 (+5%)
Value$205.1K (-$4.4K)
Filed 2026-11-04
Diversify Wealth Management, LLC
DECREASED
Shares1,913 from 2,058
Change-145 (-7%)
Value$200.5K (-$22.6K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares1,913 from 2,058
Change-145 (-7%)
Value$200.5K (-$22.6K)
Filed 2026-10-20
Kroeger Financial Partners
UNCHANGED
Shares1,905 from 1,905
Change0 (0%)
Value$199.1K (-$14.4K)
Filed 2026-10-19
Elevated Capital Advisors, LLC
DECREASED
Shares1,893 from 10,841
Change-8,948 (-83%)
Value$197.9K (-$1.0M)
Filed 2026-11-04
MidAtlantic Capital Management, Inc.
UNCHANGED
Shares1,859 from 1,859
Change0 (0%)
Value$194.3K (-$14.1K)
Filed 2026-11-05
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares1,320 from 1,320
Change0 (0%)
Value$138.0K (-$10.0K)
Filed 2026-10-23
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares1,195 from 1,119
Change+76 (+7%)
Value$124.9K (-$516)
Filed 2026-10-07
James T. Borello RIA
UNCHANGED
Shares960 from 960
Change0 (0%)
Value$100.3K (-$7.3K)
Filed 2026-10-16
CoreCap Advisors, LLC
UNCHANGED
Shares820 from 820
Change0 (0%)
Value$85.7K (-$6.2K)
Filed 2026-10-08
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares786 from 786
Change0 (0%)
Value$82.2K (-$5.9K)
Filed 2026-11-04
Markowski Investments
INCREASED
Shares762 from 760
Change+2 (+0%)
Value$79.6K (-$5.6K)
Filed 2026-10-30
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares762 from 762
Change0 (0%)
Value$79.7K (-$5.8K)
Filed 2026-10-15
Allspring Global Investments Holdings, LLC
UNCHANGED
Shares685 from 685
Change0 (0%)
Value$73.3K (-$2.0K)
Filed 2026-11-04
Community Financial Services Group, LLC
DECREASED
Shares656 from 756
Change-100 (-13%)
Value$69.4K (-$14.4K)
Filed 2026-10-15
Horizons Wealth Management
NEW
Shares648
Change+648
Value$67.7K
Filed 2026-10-05
Concord Wealth Partners
UNCHANGED
Shares548 from 548
Change0 (0%)
Value$57.3K (-$4.1K)
Filed 2026-11-02
Rossby Financial, LCC
INCREASED
Shares499 from 298
Change+201 (+67%)
Value$52.2K (+$18.8K)
Filed 2026-11-05
JFS Wealth Advisors, LLC
DECREASED
Shares451 from 518
Change-67 (-13%)
Value$47.1K (-$10.9K)
Filed 2026-11-03
Tsfg, LLC
UNCHANGED
Shares399 from 399
Change0 (0%)
Value$42 (-$45.0K)
Filed 2026-10-23
Sima Wealth Partners, LLC
INCREASED
Shares376 from 321
Change+55 (+17%)
Value$39.3K (+$3.3K)
Filed 2026-10-19
Creative Financial Designs Inc
UNCHANGED
Shares374 from 374
Change0 (0%)
Value$39.1K (-$2.8K)
Filed 2026-11-04
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares345 from 345
Change0 (0%)
Value$36.1K (-$2.6K)
Filed 2026-10-16
Parallel Advisors, LLC
UNCHANGED
Shares342 from 342
Change0 (0%)
Value$35.7K (-$2.6K)
Filed 2026-11-03
Assetmark, Inc
INCREASED
Shares323 from 220
Change+103 (+47%)
Value$33.8K (+$9.1K)
Filed 2026-10-21
Register Financial Advisors LLC
INCREASED
Shares302 from 181
Change+121 (+67%)
Value$31.6K (+$11.3K)
Filed 2026-10-23
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares243 from 243
Change0 (0%)
Value$25.4K (-$1.8K)
Filed 2026-10-07
Heritage Family Offices, LLP
NEW
Shares228
Change+228
Value$23.8K
Filed 2026-11-02
Cdkv Holdings LLC
UNCHANGED
Shares228 from 228
Change0 (0%)
Value$23.8K (-$1.7K)
Filed 2026-10-28
GK Wealth Management LLC
NEW
Shares222
Change+222
Value$23.3K
Filed 2026-10-09
Comprehensive Financial Planning, Inc.
UNCHANGED
Shares194 from 194
Change0 (0%)
Value$20.3K (-$1.5K)
Filed 2026-10-27
Mascoma Wealth Management LLC
NEW
Shares189
Change+189
Value$19.8K
Filed 2026-10-23
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$19.3K (-$1.4K)
Filed 2026-10-27
Cassaday & Co Wealth Management LLC
NEW
Shares182
Change+182
Value$19.0K
Filed 2026-10-27
Silver Grove Financial Group, Inc.
NEW
Shares181
Change+181
Value$18.9K
Filed 2026-11-05
Versant Capital Management, Inc
UNCHANGED
Shares173 from 173
Change0 (0%)
Value$18.1K (-$1.3K)
Filed 2026-10-02
Vima LLC
UNCHANGED
Shares149 from 149
Change0 (0%)
Value$15.6K (-$1.1K)
Filed 2026-10-23
Kozak & Associates, Inc.
INCREASED
Shares147 from 146
Change+1 (+1%)
Value$15.3K (-$955)
Filed 2026-10-29
Evolution Wealth Management Inc.
INCREASED
Shares146 from 34
Change+112 (+329%)
Value$15.3K (+$11.5K)
Filed 2026-10-28
Pinnacle Bancorp, Inc.
UNCHANGED
Shares131 from 131
Change0 (0%)
Value$13.7K (-$991)
Filed 2026-10-21
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares117 from 117
Change0 (0%)
Value$12.2K (-$884)
Filed 2026-10-15
Hughes Financial Services, LLC
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$12.2K (-$834)
Filed 2026-10-30
Reap Financial Group, LLC
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$12.1K (-$848)
Filed 2026-11-02
DecisionPoint Financial, LLC
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$12.2K (-$575)
Filed 2026-10-27
Tounjian Advisory Partners, LLC
DECREASED
Shares111 from 123
Change-12 (-10%)
Value$11.6K (-$2.3K)
Filed 2026-11-04
Quest 10 Wealth Builders, Inc.
DECREASED
Shares103 from 120
Change-17 (-14%)
Value$10.8K (-$2.7K)
Filed 2026-11-02
Carolina Wealth Advisors, LLC
NEW
Shares86
Change+86
Value$9.0K
Filed 2026-10-23
WPG Advisers, LLC
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$8.1K (-$566)
Filed 2026-10-27
Mather Group, Llc.
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$6.8K (-$492)
Filed 2026-10-14
Tradewinds Capital Management, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$6.3K (-$454)
Filed 2026-10-23
Key Capital Management, Inc
INCREASED
Shares59 from 26
Change+33 (+127%)
Value$6.2K (+$3.3K)
Filed 2026-11-03
Valley National Advisers Inc
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$5.9K (-$424)
Filed 2026-10-23
Barrett & Company, Inc.
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$3.4K (-$250)
Filed 2026-10-22
Lanark Financial, Inc.
UNCHANGED
Shares33 from 33
Change0 (0%)
Value$3.4K (-$249)
Filed 2026-10-26
Team Financial Group, LLC
NEW
Shares32
Change+32
Value$3.4K
Filed 2026-10-30
RMG Wealth Management LLC
NEW
Shares27
Change+27
Value$2.8K
Filed 2026-10-26
Lloyd Advisory Services, Llc.
NEW
Shares27
Change+27
Value$2.9K
Filed 2026-11-02
Cedar Mountain Advisors, LLC
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$2.8K (-$204)
Filed 2026-10-15
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$2.2K (-$159)
Filed 2026-10-23
Kingdom Financial Group Llc.
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$1.8K (-$126)
Filed 2026-11-04
Capital Investment Advisory Services, LLC
DECREASED
Shares15 from 219
Change-204 (-93%)
Value$1.6K (-$23.0K)
Filed 2026-10-30
IFS Advisors, LLC
NEW
Shares13
Change+13
Value$1.4K
Filed 2026-10-14
Rosenberg Matthew Hamilton
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$1.3K (-$91)
Filed 2026-10-05
Buck Wealth Strategies, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.1K (-$74)
Filed 2026-10-28
Jacobi Capital Management LLC
NEW
Shares9
Change+9
Value$953
Filed 2026-11-05
Spurstone Advisory Services, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$952 (-$45)
Filed 2026-11-02
Morling Financial Advisors, LLC
NEW
Shares7
Change+7
Value$732
Filed 2026-10-28
Prospera Financial Services Inc
CLOSED
Shares0 from 57,588
Change-57,588 (-100%)
Value$0 (-$6.5M)
Filed 2026-11-04
Cordatus Wealth Management LLC
CLOSED
Shares0 from 56,450
Change-56,450 (-100%)
Value$0 (-$6.3M)
Filed 2026-10-19
Elevation Capital Advisory, LLC
CLOSED
Shares0 from 44,680
Change-44,680 (-100%)
Value$0 (-$5.0M)
Filed 2026-10-29
Beam Wealth Advisors, Inc.
CLOSED
Shares0 from 11,656
Change-11,656 (-100%)
Value$0 (-$1.3M)
Filed 2026-11-03
Imc-Chicago, LLC
CLOSED
Shares0 from 7,251
Change-7,251 (-100%)
Value$0 (-$812.8K)
Filed 2026-11-05
Sigma Planning Corp
CLOSED
Shares0 from 4,008
Change-4,008 (-100%)
Value$0 (-$449.3K)
Filed 2026-10-23
Integrated Advisors Network LLC
CLOSED
Shares0 from 2,186
Change-2,186 (-100%)
Value$0 (-$245.0K)
Filed 2026-10-20
Capstone Wealth Management Group, LLC
CLOSED
Shares0 from 2,125
Change-2,125 (-100%)
Value$0 (-$238.2K)
Filed 2026-11-05
Prime Capital Investment Advisors, LLC
CLOSED
Shares0 from 1,895
Change-1,895 (-100%)
Value$0 (-$212.4K)
Filed 2026-10-20
NWF Advisory Services Inc.
CLOSED
Shares0 from 1,838
Change-1,838 (-100%)
Value$0 (-$206.0K)
Filed 2026-10-19
Aviso Wealth Management
CLOSED
Shares0 from 1,796
Change-1,796 (-100%)
Value$0 (-$201.3K)
Filed 2026-11-04
MCF Advisors LLC
CLOSED
Shares0 from 1,566
Change-1,566 (-100%)
Value$0 (-$175.5K)
Filed 2026-10-28
AdvisorNet Financial, Inc
CLOSED
Shares0 from 351
Change-351 (-100%)
Value$0 (-$39.3K)
Filed 2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 327
Change-327 (-100%)
Value$0 (-$36.7K)
Filed 2026-10-14
Founders Capital Management
CLOSED
Shares0 from 289
Change-289 (-100%)
Value$0 (-$32.4K)
Filed 2026-10-13
Signaturefd, LLC
CLOSED
Shares0 from 122
Change-122 (-100%)
Value$0 (-$13.7K)
Filed 2026-10-23
Realta Investment Advisors
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$11.2K)
Filed 2026-10-14
First Community Trust NA
CLOSED
Shares0 from 67
Change-67 (-100%)
Value$0 (-$7.5K)
Filed 2026-10-07
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 41
Change-41 (-100%)
Value$0 (-$4.6K)
Filed 2026-10-26
POM Investment Strategies, LLC
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$3.9K)
Filed 2026-10-20
Avion Wealth
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-04
Raleigh Capital Management Inc.
UNCHANGED
Shares0 from 0
Change0
Value$2 (-$41)
Filed 2026-10-28
LPL Financial LLC
N/A
Shares— from 1,751,987
Change-1,751,987 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 1,427,344
Change-1,427,344 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,305,443
Change-1,305,443 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 1,153,617
Change-1,153,617 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 845,458
Change-845,458 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 555,604
Change-555,604 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 511,830
Change-511,830 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 450,660
Change-450,660 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 367,706
Change-367,706 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 353,924
Change-353,924 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 339,005
Change-339,005 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 309,416
Change-309,416 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 279,491
Change-279,491 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 269,961
Change-269,961 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 235,378
Change-235,378 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 235,194
Change-235,194 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 223,354
Change-223,354 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 187,373
Change-187,373 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 180,637
Change-180,637 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 161,597
Change-161,597 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 141,743
Change-141,743 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 138,635
Change-138,635 (-100%)
Value—
UBS Group AG
N/A
Shares— from 113,414
Change-113,414 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 112,006
Change-112,006 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 100,156
Change-100,156 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 98,307
Change-98,307 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 76,272
Change-76,272 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 73,049
Change-73,049 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 69,638
Change-69,638 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 68,008
Change-68,008 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 63,949
Change-63,949 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 60,995
Change-60,995 (-100%)
Value—
Balanced Wealth Group LLC
N/A
Shares— from 58,278
Change-58,278 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 53,465
Change-53,465 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 50,916
Change-50,916 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 46,988
Change-46,988 (-100%)
Value—
Financial Concepts Unlimited, Inc.
N/A
Shares— from 46,591
Change-46,591 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 45,600
Change-45,600 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 45,184
Change-45,184 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 43,342
Change-43,342 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 42,722
Change-42,722 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 41,328
Change-41,328 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 39,435
Change-39,435 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 35,761
Change-35,761 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 35,391
Change-35,391 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 30,319
Change-30,319 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 29,306
Change-29,306 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 27,107
Change-27,107 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 26,341
Change-26,341 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 25,773
Change-25,773 (-100%)
Value—
Walsh & Associates, LLC
N/A
Shares— from 25,608
Change-25,608 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 25,524
Change-25,524 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 24,972
Change-24,972 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 24,900
Change-24,900 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 24,697
Change-24,697 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 24,659
Change-24,659 (-100%)
Value—
&partners
N/A
Shares— from 24,245
Change-24,245 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 24,102
Change-24,102 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 23,559
Change-23,559 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 21,488
Change-21,488 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 20,916
Change-20,916 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 20,542
Change-20,542 (-100%)
Value—
Wealth Watch Advisors, Inc
N/A
Shares— from 19,883
Change-19,883 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 19,323
Change-19,323 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 16,685
Change-16,685 (-100%)
Value—
Broadview Financial Management, LLC
N/A
Shares— from 15,967
Change-15,967 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 15,734
Change-15,734 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 14,295
Change-14,295 (-100%)
Value—
Koss-Olinger Consulting, LLC
N/A
Shares— from 14,211
Change-14,211 (-100%)
Value—
FMR LLC
N/A
Shares— from 13,124
Change-13,124 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 12,833
Change-12,833 (-100%)
Value—
Payne Capital Management, LLC
N/A
Shares— from 12,762
Change-12,762 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 11,933
Change-11,933 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 11,194
Change-11,194 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 10,922
Change-10,922 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 10,378
Change-10,378 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 10,266
Change-10,266 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 9,604
Change-9,604 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 9,510
Change-9,510 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 9,496
Change-9,496 (-100%)
Value—
Cvfg LLC
N/A
Shares— from 9,345
Change-9,345 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 9,184
Change-9,184 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 8,753
Change-8,753 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 8,617
Change-8,617 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 8,544
Change-8,544 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 8,382
Change-8,382 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 8,260
Change-8,260 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 8,117
Change-8,117 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 7,921
Change-7,921 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 7,818
Change-7,818 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 7,758
Change-7,758 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 7,598
Change-7,598 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 7,000
Change-7,000 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 6,683
Change-6,683 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 6,662
Change-6,662 (-100%)
Value—
Nwam LLC
N/A
Shares— from 6,491
Change-6,491 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 6,412
Change-6,412 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 6,363
Change-6,363 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 6,204
Change-6,204 (-100%)
Value—
Blair William & Co
N/A
Shares— from 6,191
Change-6,191 (-100%)
Value—
Condor Capital Management
N/A
Shares— from 5,953
Change-5,953 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 5,732
Change-5,732 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 5,713
Change-5,713 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 5,600
Change-5,600 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 5,559
Change-5,559 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 5,294
Change-5,294 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 5,218
Change-5,218 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 4,973
Change-4,973 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 4,770
Change-4,770 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 4,736
Change-4,736 (-100%)
Value—
Fortress Private Ledger, LLC
N/A
Shares— from 4,695
Change-4,695 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 4,691
Change-4,691 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 4,575
Change-4,575 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 4,496
Change-4,496 (-100%)
Value—
Intrepid Financial Planning Group LLC
N/A
Shares— from 4,495
Change-4,495 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 4,388
Change-4,388 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 4,370
Change-4,370 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 4,164
Change-4,164 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 4,018
Change-4,018 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 3,891
Change-3,891 (-100%)
Value—
Cadia Private Client LLC
N/A
Shares— from 3,672
Change-3,672 (-100%)
Value—
Pinnacle Family Advisors, LLC
N/A
Shares— from 3,586
Change-3,586 (-100%)
Value—
Freedom Investment Management, Inc.
N/A
Shares— from 3,514
Change-3,514 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 3,359
Change-3,359 (-100%)
Value—
Moment Partners, LLC
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 3,238
Change-3,238 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 2,857
Change-2,857 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 2,829
Change-2,829 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 2,763
Change-2,763 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 2,693
Change-2,693 (-100%)
Value—
Measured Wealth Private Client Group, LLC
N/A
Shares— from 2,682
Change-2,682 (-100%)
Value—
Wallace Advisory Group, LLC
N/A
Shares— from 2,668
Change-2,668 (-100%)
Value—
Daviman Financial, LLC
N/A
Shares— from 2,609
Change-2,609 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2,570
Change-2,570 (-100%)
Value—
Hudson Portfolio Management LLC
N/A
Shares— from 2,490
Change-2,490 (-100%)
Value—
Topsail Wealth Management, LLC
N/A
Shares— from 2,360
Change-2,360 (-100%)
Value—
Retirement Income Solutions, Inc
N/A
Shares— from 2,349
Change-2,349 (-100%)
Value—
Wrapmanager Inc
N/A
Shares— from 2,321
Change-2,321 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 2,162
Change-2,162 (-100%)
Value—
Advance Capital Management, Inc.
N/A
Shares— from 2,140
Change-2,140 (-100%)
Value—
Forum Private Client Group LLC
N/A
Shares— from 2,052
Change-2,052 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
FCA Corp
N/A
Shares— from 1,989
Change-1,989 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 1,980
Change-1,980 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 1,959
Change-1,959 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 1,912
Change-1,912 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 1,885
Change-1,885 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 1,872
Change-1,872 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,866
Change-1,866 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 1,846
Change-1,846 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 1,839
Change-1,839 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 1,818
Change-1,818 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 1,818
Change-1,818 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 1,794
Change-1,794 (-100%)
Value—
Urban Financial Advisory Corp
N/A
Shares— from 1,718
Change-1,718 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,701
Change-1,701 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,450
Change-1,450 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 1,308
Change-1,308 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,258
Change-1,258 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 1,118
Change-1,118 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 1,059
Change-1,059 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 1,048
Change-1,048 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 700
Change-700 (-100%)
Value—
Financial Life Planners
N/A
Shares— from 643
Change-643 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 633
Change-633 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 426
Change-426 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 397
Change-397 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 385
Change-385 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 361
Change-361 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 311
Change-311 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 270
Change-270 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 269
Change-269 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 268
Change-268 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 256
Change-256 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 229
Change-229 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 213
Change-213 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 209
Change-209 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 189
Change-189 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 180
Change-180 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 161
Change-161 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 128
Change-128 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 84
Change-84 (-100%)
Value—
Abound Financial, LLC
N/A
Shares— from 74
Change-74 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 53
Change-53 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 39
Change-39 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Status
Avantax Planning Partners, Inc.
INCREASED359,970347,928+12,042+3%$39.0M$37.6M-$1.4M2026-11-03
First National Trust Co
INCREASED359,172355,048+4,124+1%$39.8M$37.5M-$2.3M2026-10-28
GHP Investment Advisors, Inc.
INCREASED337,079336,389+690+0%$37.7M$35.2M-$2.5M2026-10-15
Klingman & Associates, LLC
DECREASED296,571297,555-9840%$33.4M$31.0M-$2.4M2026-10-20
Commonwealth Equity Services, LLC
INCREASED216,582214,737+1,845+1%$24.1M$22.6M-$1.4M2026-11-02
Convergence Financial, LLC
DECREASED215,100374,287-159,187-43%$42.0M$22.5M-$19.5M2026-10-27
Rodgers & Associates, LTD
DECREASED183,313187,167-3,854-2%$21.0M$19.2M-$1.8M2026-10-20
Shakespeare Wealth Management, LLC
DECREASED181,196183,300-2,104-1%$20.5M$18.9M-$1.6M2026-10-28
SFG Wealth Management, Llc.
DECREASED164,691166,652-1,961-1%$18.7M$17.2M-$1.5M2026-10-23
Truist Financial Corp
INCREASED119,142117,140+2,002+2%$13.1M$12.5M-$676.3K2026-10-30
Moneco Advisors, LLC
INCREASED108,93088,262+20,668+23%$9.9M$11.4M+$1.5M2026-11-05
Farther Finance Advisors, LLC
INCREASED103,16743,647+59,520+136%$4.9M$10.8M+$5.9M2026-10-08
ERn Financial, LLC
INCREASED92,33291,445+887+1%$10.3M$9.7M-$598.7K2026-10-28
Marathon Mission, Inc.
INCREASED84,74883,077+1,671+2%$9.3M$8.9M-$453.4K2026-10-01
Chicago Partners Investment Group LLC
INCREASED77,80874,913+2,895+4%$8.1M$7.9M-$166.6K2026-10-27
Jnba Financial Advisors
DECREASED69,20875,077-5,869-8%$8.4M$7.2M-$1.2M2026-11-03
Univest Financial Corp
INCREASED64,93460,974+3,960+6%$6.8M$6.8M-$47.0K2026-11-05
Farmers & Merchants Trust Co of Chambersburg PA
NEW60,306—+60,306——$6.3K—2026-10-14
Diligent Investors, LLC
DECREASED58,31559,401-1,086-2%$6.7M$6.1M-$562.6K2026-10-21
McAdam, LLC
DECREASED56,64557,960-1,315-2%$6.5M$5.9M-$575.6K2026-10-21
Avior Wealth Management, LLC
INCREASED53,39849,181+4,217+9%$5.5M$5.6M+$69.0K2026-10-13
Cambridge Investment Research Advisors, Inc.
DECREASED48,41053,588-5,178-10%$6.0M$5.1K-$6.0M2026-11-02
Clarus Wealth Advisors
INCREASED46,44624,629+21,817+89%$2.7M$5.0M+$2.3M2026-10-13
Creative Planning
DECREASED43,25744,653-1,396-3%$5.0M$4.5M-$483.5K2026-11-02
Syntegra Private Wealth Group, LLC
DECREASED43,23343,748-515-1%$4.9M$4.5M-$384.6K2026-10-13
Centennial Wealth Advisory LLC
INCREASED42,76540,215+2,550+6%$4.5M$4.5M-$35.3K2026-10-16
Schear Investment Advisers, LLC
NEW40,932—+40,932——$4.3M—2026-10-14
Tempo Wealth, LLC
INCREASED40,93240,861+71+0%$4.6M$4.3M-$301.5K2026-10-14
Kingswood Wealth Advisors, LLC
DECREASED38,92638,983-570%$4.4M$4.1M-$300.7K2026-10-23
Councilor Wealth, LLC
DECREASED37,61943,585-5,966-14%$4.9M$3.9M-$953.2K2026-10-09
Bill Few Associates, Inc.
INCREASED36,46636,296+170+0%$4.1M$3.8M-$256.6K2026-10-09
Redhawk Wealth Advisors, Inc.
DECREASED35,43439,636-4,202-11%$4.4M$3.7M-$738.8K2026-10-14
Occidental Asset Management, LLC
INCREASED33,75033,166+584+2%$3.7M$3.5M-$189.7K2026-11-05
Heritage Wealth Management, Inc.
INCREASED32,32731,931+396+1%$3.6M$3.4M-$200.1K2026-10-27
Sacks & Associates, LLC
DECREASED30,38831,829-1,441-5%$3.4M$3.2M-$222.9K2026-10-09
AlphaStar Capital Management, LLC
INCREASED30,37926,514+3,865+15%$3.0M$3.2M+$203.5K2026-10-16
Courage Miller Partners, LLC
DECREASED30,30330,326-230%$3.4M$3.2M-$231.7K2026-10-21
RFG Advisory, LLC
INCREASED29,9763,433+26,543+773%$384.8K$3.1M+$2.7M2026-11-03
US Bancorp \de\
INCREASED28,85123,108+5,743+25%$2.6M$3.0M+$425.6K2026-11-05
Comprehensive Wealth Management, LLC
DECREASED26,97027,971-1,001-4%$3.1M$2.8M-$316.1K2026-11-02
Koshinski Asset Management, Inc.
DECREASED26,05926,198-139-1%$2.9M$2.7M-$212.6K2026-10-29
GEN Financial Management, Inc.
INCREASED25,04324,683+360+1%$2.8M$2.6M-$149.0K2026-10-13
Concurrent Investment Advisors, LLC
INCREASED24,4494,897+19,552+399%$549.0K$2.6M+$2.0M2026-10-16
Brookstone Capital Management
INCREASED24,32323,439+884+4%$2.6M$2.5M-$84.8K2026-10-22
Barden Capital Management, Inc.
INCREASED24,23224,094+138+1%$2.7M$2.5M-$167.7K2026-10-09
Sage Financial Group Inc
INCREASED21,86720,716+1,151+6%$2.3M$2.3M-$36.3K2026-10-27
Linscomb Wealth, Inc.
DECREASED21,66021,977-317-1%$2.5M$2.3M-$199.3K2026-11-05
YHB Investment Advisors, Inc.
INCREASED20,92418,647+2,277+12%$2.1M$2.2M+$97.0K2026-10-08
Capital Squared Financial LLC
INCREASED20,49119,788+703+4%$2.2M$2.1M-$76.1K2026-10-30
Spire Wealth Management
INCREASED19,67619,439+237+1%$2.2M$2.1M-$122.2K2026-10-30
New England Capital Financial Advisors LLC
INCREASED18,69518,376+319+2%$2.1M$2.0M-$105.6K2026-11-03
Waller Financial Planning Group, Inc
DECREASED18,57419,213-639-3%$2.2M$1.9M-$212.0K2026-10-07
Destiny Capital Corp
DECREASED17,43817,459-210%$2.0M$1.8M-$134.1K2026-11-03
Investors Research Corp
DECREASED17,38117,509-128-1%$2.0M$1.8M-$145.8K2026-10-07
American Financial & TAX Strategies Inc
INCREASED17,34817,223+125+1%$1.9M$1.8M-$117.1K2026-10-16
CWA Asset Management Group, LLC
UNCHANGED17,27417,27400%$1.9M$1.8M-$130.6K2026-10-19
Salomon & Ludwin, LLC
DECREASED17,27317,717-444-3%$2.0M$1.8M-$156.8K2026-10-29
MGO One Seven LLC
DECREASED13,97215,169-1,197-8%$1.7M$1.5M-$239.8K2026-10-28
Twelve Points Wealth Management LLC
DECREASED13,38913,454-650%$1.5M$1.4M-$130.7K2026-11-03
LTG Capital LLC
INCREASED13,16713,073+94+1%$1.5M$1.4M-$89.0K2026-11-04
Portside Wealth Group, LLC
INCREASED13,07511,014+2,061+19%$1.2M$1.4M+$132.2K2026-10-20
Key FInancial Inc
DECREASED12,54413,098-554-4%$1.5M$1.3M-$156.9K2026-11-02
PFG Advisors
DECREASED12,34012,565-225-2%$1.4M$1.3M-$118.6K2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED12,19410,881+1,313+12%$1.2M$1.3M+$106.3K2026-10-13
Trilogy Capital Inc.
DECREASED12,19212,229-370%$1.4M$1.3M-$96.3K2026-10-20
Parcion Private Wealth LLC
UNCHANGED11,94311,94300%$1.3M$1.2M-$90.3K2026-10-28
J.W. Cole Advisors, Inc.
DECREASED11,81612,195-379-3%$1.4M$1.2M-$131.8K2026-11-05
Kestra Advisory Services, LLC
INCREASED11,56210,906+656+6%$1.2M$1.2M-$13.9K2026-11-02
Central Trust Co
DECREASED11,34311,460-117-1%$1.3M$1.2M-$98.9K2026-11-05
Advisor OS, LLC
DECREASED11,23612,534-1,298-10%$1.4M$1.2M-$230.4K2026-11-03
Larson Financial Group LLC
DECREASED11,21511,357-142-1%$1.3M$1.2M-$100.7K2026-11-05
Milestone Asset Management Group, LLC
INCREASED10,77110,338+433+4%$1.2M$1.1M-$32.9K2026-10-20
Lewis Asset Management, LLC
DECREASED10,73910,775-360%$1.2M$1.1M-$85.2K2026-10-14
Friday Financial
INCREASED10,3943,428+6,966+203%$372.0K$1.1M+$727.3K2026-10-09
Mosley Wealth Management
INCREASED10,0648,804+1,260+14%$986.8K$1.1M+$68.0K2026-10-16
XY Planning Network, Inc.
UNCHANGED9,7439,74300%$1.1M$1.0M-$73.7K2026-10-14
Navigation Group, LLC
DECREASED9,7269,826-100-1%$1.1M$1.0M-$84.7K2026-10-28
Root Financial Partners, LLC
INCREASED9,6193,847+5,772+150%$431.2K$1.0M+$574.3K2026-10-21
IFP Advisors, Inc
DECREASED9,53810,042-504-5%$1.1M$997.0K-$128.6K2026-10-16
Citigroup Inc
DECREASED9,43524,385-14,950-61%$2.7M$986.2K-$1.7M2026-11-04
LexAurum Advisors, LLC
UNCHANGED9,4199,41900%$1.1M$984.6K-$71.2K2026-10-19
Fairscale Capital, LLC
UNCHANGED9,2559,25500%$1.0M$952.1K-$85.3K2026-11-04
Flagship Harbor Advisors, LLC
INCREASED9,1848,551+633+7%$958.4K$960.0K+$1.6K2026-10-26
KPP Advisory Services LLC
INCREASED8,9048,752+152+2%$981.0K$930.8K-$50.2K2026-10-26
Pine Haven Investment Counsel, Inc
INCREASED8,8887,888+1,000+13%$884.2K$929.1K+$44.9K2026-11-02
Gibbs Wealth Management
INCREASED8,8618,104+757+9%$908.5K$926.2K+$17.8K2026-10-22
Resonant Capital Advisors, LLC
INCREASED8,5717,660+911+12%$858.6K$895.9K+$37.3K2026-10-15
Connecticut Wealth Management, LLC
DECREASED8,5509,556-1,006-11%$1.1M$893.7K-$177.4K2026-10-13
Flagstar Securities, Inc
INCREASED8,1126,347+1,765+28%$711.5K$847.9K+$136.4K2026-10-15
Foster Victor Wealth Advisors, LLC
INCREASED7,9587,956+2+0%$862.6K$823.4K-$39.2K2026-10-21
Schneider Downs Wealth Management Advisors, LP
UNCHANGED7,9397,93900%$889.9K$829.9K-$60.0K2026-10-27
Cyndeo Wealth Partners, LLC
DECREASED7,4878,198-711-9%$918.9K$782.6K-$136.3K2026-10-16
Flagship Private Wealth, LLC
INCREASED7,2577,244+13+0%$812.0K$758.5K-$53.5K2026-11-05
Westside Investment Management, Inc.
INCREASED7,1827,136+46+1%$799.9K$750.7K-$49.1K2026-11-02
Inspirion Wealth Advisors, LLC
UNCHANGED7,1687,16800%$793.9K$749.3K-$44.7K2026-10-09
Fifth Third Bancorp
DECREASED7,13411,582-4,448-38%$1.3M$745.7K-$552.5K2026-11-05
First Pacific Financial
INCREASED7,0757,059+16+0%$791.3K$739.5K-$51.8K2026-10-14
Avidian Wealth Enterprises, LLC
DECREASED7,0207,029-90%$787.9K$733.8K-$54.1K2026-10-08
Mystic Asset Management, Inc.
UNCHANGED6,9256,92500%$776.2K$723.9K-$52.4K2026-10-15
Carnegie Investment Counsel
INCREASED6,8456,375+470+7%$714.6K$715.5K+$9322026-10-20
Willner & Heller, LLC
DECREASED6,6556,992-337-5%$783.7K$695.7K-$88.0K2026-10-28
Focus Financial Network, Inc.
DECREASED6,5186,833-315-5%$765.9K$681.4K-$84.6K2026-10-14
Avestar Capital, LLC
INCREASED6,4116,400+11+0%$717.4K$670.1K-$47.2K2026-10-28
Montz Harcus Wealth Management LLC
INCREASED6,3513,494+2,857+82%$391.7K$663.9K+$272.3K2026-10-09
Krilogy Financial LLC
DECREASED6,0486,194-146-2%$694.3K$640.8K-$53.5K2026-10-13
Salem Investment Counselors Inc
UNCHANGED6,0006,00000%$672.5K$627.2K-$45.4K2026-10-13
Clear Point Advisors Inc.
INCREASED5,8195,814+5+0%$651.7K$608.3K-$43.5K2026-10-30
Brady Martz Wealth Solutions, LLC
DECREASED5,7985,854-56-1%$656.2K$606.0K-$50.2K2026-11-05
Stonebridge Financial Group, LLC
DECREASED5,6155,705-90-2%$639.5K$586.9K-$52.5K2026-10-01
Financial Network Wealth Advisors LLC
INCREASED5,5444,943+601+12%$554.1K$579.6K+$25.5K2026-10-28
Altfest L J & Co Inc
DECREASED5,5255,708-183-3%$639.8K$577.6K-$62.2K2026-10-27
Tritonpoint Wealth, LLC
UNCHANGED5,3555,35500%$600.2K$559.8K-$40.5K2026-10-19
KDK Private Wealth Management, LLC
DECREASED5,2935,296-30%$593.6K$553.3K-$40.4K2026-11-03
Chartist Inc
UNCHANGED5,1835,18300%$3.6M$3.4M-$241.7K2026-11-04
Vise Technologies, Inc.
INCREASED5,1284,345+783+18%$487.0K$536.0K+$49.0K2026-10-29
Balefire, LLC
INCREASED5,0024,766+236+5%$534.2K$522.9K-$11.4K2026-10-09
Norden Group LLC
DECREASED4,8826,365-1,483-23%$713.5K$510.3K-$203.1K2026-10-20
Grey Ledge Advisors, LLC
DECREASED4,8335,043-210-4%$565.3K$505.2K-$60.1K2026-11-02
Csenge Advisory Group
DECREASED4,8164,819-30%$540.1K$503.4K-$36.7K2026-11-04
Juncture Wealth Strategies, LLC
INCREASED4,8114,581+230+5%$513.5K$502.9K-$10.6K2026-10-06
Crusonia Wealth Advisors LLC
DECREASED4,6565,148-492-10%$577.0K$486.7K-$90.3K2026-10-26
Maltin Wealth Management, Inc.
INCREASED4,4714,461+10+0%$500.0K$467.3K-$32.7K2026-10-13
WealthPlan Investment Management, LLC
UNCHANGED4,4554,45500%$499.4K$465.7K-$33.7K2026-10-15
Compound Planning, Inc.
INCREASED4,4444,315+129+3%$483.7K$464.6K-$19.1K2026-11-05
Choreo, LLC
UNCHANGED4,2904,29000%$480.9K$448.4K-$32.4K2026-10-28
Fifth Third Securities, Inc.
INCREASED4,2864,154+132+3%$465.6K$448.0K-$17.6K2026-10-21
HB Wealth Management, LLC
DECREASED4,2114,256-45-1%$477.1K$440.2K-$36.9K2026-10-23
Third View Private Wealth, LLC
DECREASED4,1604,470-310-7%$501.0K$434.8K-$66.2K2026-10-30
Clear Creek Financial Management, LLC
DECREASED4,0794,110-31-1%$460.7K$426.3K-$34.3K2026-10-28
TritonPoint Partners, LLC
DECREASED3,9455,355-1,410-26%$600.2K$412.4K-$187.9K2026-11-05
Creekside Partners
DECREASED3,7624,870-1,108-23%$545.9K$393.3K-$152.6K2026-11-04
Intrua Financial, LLC
INCREASED3,7413,740+1+0%$419.3K$391.0K-$28.3K2026-10-28
Visionary Wealth Advisors
DECREASED3,5743,911-337-9%$438.4K$373.6K-$64.8K2026-11-04
Tucker Asset Management LLC
INCREASED3,5443,492+52+1%$391.4K$370.5K-$21.0K2026-10-29
Cap Partners, LLC
INCREASED3,5203,519+1+0%$394.5K$367.9K-$26.6K2026-10-19
Trail Ridge Investment Advisors, LLC
INCREASED3,4603,242+218+7%$363.4K$361.7K-$1.7K2026-10-16
Everhart Financial Group, Inc.
INCREASED3,4083,407+1+0%$381.9K$356.2K-$25.7K2026-10-08
Retirement Planning Group, LLC
DECREASED3,2794,547-1,268-28%$509.7K$342.8K-$166.9K2026-10-19
KWB Wealth
UNCHANGED3,2673,26700%$366.2K$341.5K-$24.7K2026-10-16
Keudell ison Wealth Management
DECREASED3,1663,171-50%$355.4K$330.9K-$24.5K2026-10-16
Onyx Bridge Wealth Group LLC
INCREASED3,0783,074+4+0%$344.5K$321.8K-$22.8K2026-10-16
Goldstein Advisors, LLC
UNCHANGED3,0603,06000%$343.0K$319.9K-$23.1K2026-10-15
Burney Co/
INCREASED3,0122,181+831+38%$244.5K$314.8K+$70.4K2026-10-15
Delta Capital Management LLC
UNCHANGED3,0003,00000%$336$314-$222026-10-16
Old National Bancorp
UNCHANGED3,0003,00000%$336.3K$313.6K-$22.7K2026-10-20
Private Trust Co NA
INCREASED2,9221,801+1,121+62%$201.9K$305.4K+$103.6K2026-10-20
Breachway Investments LLC
UNCHANGED2,8572,85700%$320.2K$298.6K-$21.6K2026-10-19
Denver PWM, LLC
INCREASED2,8192,813+6+0%$319.5K$294.7K-$24.8K2026-10-22
RTD Financial Advisors, Inc.
DECREASED2,7302,908-178-6%$326.0K$285.4K-$40.6K2026-10-09
Diversified Management Inc
UNCHANGED2,7042,70400%$303.0K$282.7K-$20.3K2026-10-08
Selby Wealth Management, LLC
DECREASED2,6084,729-2,121-45%$530.1K$272.7K-$257.4K2026-10-16
Centerpoint Advisors, LLC
UNCHANGED2,5562,55600%$287.0K$267-$286.7K2026-11-05
Sterling Financial Planning, Inc.
DECREASED2,4952,636-141-5%$295.4K$260.8K-$34.6K2026-10-28
Beaumont Financial Advisors, LLC
UNCHANGED2,4692,46900%$276.8K$258.1K-$18.7K2026-10-22
First Heartland Consultants, Inc.
DECREASED2,4652,471-60%$276.9K$257.7K-$19.3K2026-10-08
Retirement Planning Co of New England, Inc.
DECREASED2,3992,414-15-1%$270.6K$250.8K-$19.8K2026-10-15
Apollon Wealth Management, LLC
NEW2,376—+2,376——$248.4K—2026-10-23
Partners Wealth Management, LLC
NEW2,369—+2,369——$247.6K—2026-10-28
Signal Advisors Wealth, LLC
INCREASED2,3652,244+121+5%$251.6K$247.2K-$4.4K2026-10-13
Valeo Financial Advisors, LLC
INCREASED2,3442,339+5+0%$262.2K$245.0K-$17.2K2026-10-08
Cache Advisors, LLC
UNCHANGED2,3002,30000%$257.8K$240.4K-$17.4K2026-10-16
Thrive Capital Management, LLC
INCREASED2,2392,222+17+1%$249.1K$234.1K-$15.0K2026-10-28
International Assets Investment Management, LLC
DECREASED2,2302,368-138-6%$262.3K$235.8K-$26.4K2026-11-02
4Wealth Advisors, Inc.
INCREASED2,1762,002+174+9%$221.5K$228.3K+$6.7K2026-10-13
Somerset Trust Co
DECREASED2,1632,172-90%$243.5K$226.1K-$17.4K2026-10-13
Dynamic Advisor Solutions LLC
NEW2,124—+2,124——$222.0K—2026-10-13
Eastern Bank
NEW2,107—+2,107——$220.2K—2026-10-05
Lee, Kelleher & Klein Wealth Management
UNCHANGED2,0922,09200%$234.5K$218.7K-$15.8K2026-10-08
Grimes & Co Wealth Management, LLC
INCREASED2,0192,000+19+1%$224.2K$211.0K-$13.2K2026-10-29
Fingerlakes Wealth Management, Inc.
INCREASED1,9621,869+93+5%$209.5K$205.1K-$4.4K2026-11-04
Diversify Wealth Management, LLC
DECREASED1,9132,058-145-7%$223.1K$200.5K-$22.6K2026-10-20
Diversify Advisory Services, LLC
DECREASED1,9132,058-145-7%$223.1K$200.5K-$22.6K2026-10-20
Kroeger Financial Partners
UNCHANGED1,9051,90500%$213.5K$199.1K-$14.4K2026-10-19
Elevated Capital Advisors, LLC
DECREASED1,89310,841-8,948-83%$1.2M$197.9K-$1.0M2026-11-04
MidAtlantic Capital Management, Inc.
UNCHANGED1,8591,85900%$208.4K$194.3K-$14.1K2026-11-05
Dhjj Financial Advisors, Ltd.
UNCHANGED1,3201,32000%$148.0K$138.0K-$10.0K2026-10-23
Wealth Enhancement Trust Services, Inc.
INCREASED1,1951,119+76+7%$125.4K$124.9K-$5162026-10-07
James T. Borello RIA
UNCHANGED96096000%$107.6K$100.3K-$7.3K2026-10-16
CoreCap Advisors, LLC
UNCHANGED82082000%$91.9K$85.7K-$6.2K2026-10-08
Plante Moran Financial Advisors, LLC
UNCHANGED78678600%$88.2K$82.2K-$5.9K2026-11-04
Markowski Investments
INCREASED762760+2+0%$85.2K$79.6K-$5.6K2026-10-30
Turtle Creek Wealth Advisors, LLC
UNCHANGED76276200%$85.4K$79.7K-$5.8K2026-10-15
Allspring Global Investments Holdings, LLC
UNCHANGED68568500%$75.3K$73.3K-$2.0K2026-11-04
Community Financial Services Group, LLC
DECREASED656756-100-13%$83.7K$69.4K-$14.4K2026-10-15
Horizons Wealth Management
NEW648—+648——$67.7K—2026-10-05
Concord Wealth Partners
UNCHANGED54854800%$61.4K$57.3K-$4.1K2026-11-02
Rossby Financial, LCC
INCREASED499298+201+67%$33.4K$52.2K+$18.8K2026-11-05
JFS Wealth Advisors, LLC
DECREASED451518-67-13%$58.1K$47.1K-$10.9K2026-11-03
Tsfg, LLC
UNCHANGED39939900%$45.0K$42-$45.0K2026-10-23
Sima Wealth Partners, LLC
INCREASED376321+55+17%$36.0K$39.3K+$3.3K2026-10-19
Creative Financial Designs Inc
UNCHANGED37437400%$41.9K$39.1K-$2.8K2026-11-04
Pension & Wealth Management Advisors, Inc.
UNCHANGED34534500%$38.7K$36.1K-$2.6K2026-10-16
Parallel Advisors, LLC
UNCHANGED34234200%$38.3K$35.7K-$2.6K2026-11-03
Assetmark, Inc
INCREASED323220+103+47%$24.7K$33.8K+$9.1K2026-10-21
Register Financial Advisors LLC
INCREASED302181+121+67%$20.3K$31.6K+$11.3K2026-10-23
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED24324300%$27.2K$25.4K-$1.8K2026-10-07
Heritage Family Offices, LLP
NEW228—+228——$23.8K—2026-11-02
Cdkv Holdings LLC
UNCHANGED22822800%$25.6K$23.8K-$1.7K2026-10-28
GK Wealth Management LLC
NEW222—+222——$23.3K—2026-10-09
Comprehensive Financial Planning, Inc.
UNCHANGED19419400%$21.7K$20.3K-$1.5K2026-10-27
Mascoma Wealth Management LLC
NEW189—+189——$19.8K—2026-10-23
Pinnacle Wealth Planning Services, Inc.
UNCHANGED18518500%$20.7K$19.3K-$1.4K2026-10-27
Cassaday & Co Wealth Management LLC
NEW182—+182——$19.0K—2026-10-27
Silver Grove Financial Group, Inc.
NEW181—+181——$18.9K—2026-11-05
Versant Capital Management, Inc
UNCHANGED17317300%$19.4K$18.1K-$1.3K2026-10-02
Vima LLC
UNCHANGED14914900%$16.7K$15.6K-$1.1K2026-10-23
Kozak & Associates, Inc.
INCREASED147146+1+1%$16.2K$15.3K-$9552026-10-29
Evolution Wealth Management Inc.
INCREASED14634+112+329%$3.8K$15.3K+$11.5K2026-10-28
Pinnacle Bancorp, Inc.
UNCHANGED13113100%$14.7K$13.7K-$9912026-10-21
Cherry Tree Wealth Management, LLC
UNCHANGED11711700%$13.1K$12.2K-$8842026-10-15
Hughes Financial Services, LLC
UNCHANGED11611600%$13.0K$12.2K-$8342026-10-30
Reap Financial Group, LLC
UNCHANGED11611600%$13.0K$12.1K-$8482026-11-02
DecisionPoint Financial, LLC
UNCHANGED11511500%$12.7K$12.2K-$5752026-10-27
Tounjian Advisory Partners, LLC
DECREASED111123-12-10%$13.8K$11.6K-$2.3K2026-11-04
Quest 10 Wealth Builders, Inc.
DECREASED103120-17-14%$13.5K$10.8K-$2.7K2026-11-02
Carolina Wealth Advisors, LLC
NEW86—+86——$9.0K—2026-10-23
WPG Advisers, LLC
UNCHANGED777700%$8.7K$8.1K-$5662026-10-27
Mather Group, Llc.
UNCHANGED656500%$7.3K$6.8K-$4922026-10-14
Tradewinds Capital Management, LLC
UNCHANGED606000%$6.7K$6.3K-$4542026-10-23
Key Capital Management, Inc
INCREASED5926+33+127%$2.9K$6.2K+$3.3K2026-11-03
Valley National Advisers Inc
UNCHANGED565600%$6.3K$5.9K-$4242026-10-23
Barrett & Company, Inc.
UNCHANGED333300%$3.7K$3.4K-$2502026-10-22
Lanark Financial, Inc.
UNCHANGED333300%$3.7K$3.4K-$2492026-10-26
Team Financial Group, LLC
NEW32—+32——$3.4K—2026-10-30
RMG Wealth Management LLC
NEW27—+27——$2.8K—2026-10-26
Lloyd Advisory Services, Llc.
NEW27—+27——$2.9K—2026-11-02
Cedar Mountain Advisors, LLC
UNCHANGED272700%$3.0K$2.8K-$2042026-10-15
Wilmington Savings Fund Society, FSB
UNCHANGED212100%$2.4K$2.2K-$1592026-10-23
Kingdom Financial Group Llc.
UNCHANGED171700%$1.9K$1.8K-$1262026-11-04
Capital Investment Advisory Services, LLC
DECREASED15219-204-93%$24.5K$1.6K-$23.0K2026-10-30
IFS Advisors, LLC
NEW13—+13——$1.4K—2026-10-14
Rosenberg Matthew Hamilton
UNCHANGED121200%$1.3K$1.3K-$912026-10-05
Buck Wealth Strategies, LLC
UNCHANGED101000%$1.1K$1.1K-$742026-10-28
Jacobi Capital Management LLC
NEW9—+9——$953—2026-11-05
Spurstone Advisory Services, LLC
UNCHANGED9900%$997$952-$452026-11-02
Morling Financial Advisors, LLC
NEW7—+7——$732—2026-10-28
Prospera Financial Services Inc
CLOSED057,588-57,588-100%$6.5M$0-$6.5M2026-11-04
Cordatus Wealth Management LLC
CLOSED056,450-56,450-100%$6.3M$0-$6.3M2026-10-19
Elevation Capital Advisory, LLC
CLOSED044,680-44,680-100%$5.0M$0-$5.0M2026-10-29
Beam Wealth Advisors, Inc.
CLOSED011,656-11,656-100%$1.3M$0-$1.3M2026-11-03
Imc-Chicago, LLC
CLOSED07,251-7,251-100%$812.8K$0-$812.8K2026-11-05
Sigma Planning Corp
CLOSED04,008-4,008-100%$449.3K$0-$449.3K2026-10-23
Integrated Advisors Network LLC
CLOSED02,186-2,186-100%$245.0K$0-$245.0K2026-10-20
Capstone Wealth Management Group, LLC
CLOSED02,125-2,125-100%$238.2K$0-$238.2K2026-11-05
Prime Capital Investment Advisors, LLC
CLOSED01,895-1,895-100%$212.4K$0-$212.4K2026-10-20
NWF Advisory Services Inc.
CLOSED01,838-1,838-100%$206.0K$0-$206.0K2026-10-19
Aviso Wealth Management
CLOSED01,796-1,796-100%$201.3K$0-$201.3K2026-11-04
MCF Advisors LLC
CLOSED01,566-1,566-100%$175.5K$0-$175.5K2026-10-28
AdvisorNet Financial, Inc
CLOSED0351-351-100%$39.3K$0-$39.3K2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0327-327-100%$36.7K$0-$36.7K2026-10-14
Founders Capital Management
CLOSED0289-289-100%$32.4K$0-$32.4K2026-10-13
Signaturefd, LLC
CLOSED0122-122-100%$13.7K$0-$13.7K2026-10-23
Realta Investment Advisors
CLOSED0100-100-100%$11.2K$0-$11.2K2026-10-14
First Community Trust NA
CLOSED067-67-100%$7.5K$0-$7.5K2026-10-07
Vermillion Wealth Management, Inc.
CLOSED041-41-100%$4.6K$0-$4.6K2026-10-26
POM Investment Strategies, LLC
CLOSED035-35-100%$3.9K$0-$3.9K2026-10-20
Avion Wealth
CLOSED000—$0$0$02026-11-04
Raleigh Capital Management Inc.
UNCHANGED000—$43$2-$412026-10-28
LPL Financial LLC
N/A—1,751,987-1,751,987-100%$196.4M———
Financial Engines Advisors L.L.C.
N/A—1,427,344-1,427,344-100%$160.0M———
AE Wealth Management LLC
N/A—1,305,443-1,305,443-100%$146.3M———
NorthRock Partners, LLC
N/A—1,153,617-1,153,617-100%$129.3M———
Morgan Stanley
N/A—845,458-845,458-100%$94.8M———
FAS Wealth Partners, Inc.
N/A—555,604-555,604-100%$62.3M———
Raymond James Financial Inc
N/A—511,830-511,830-100%$57.4M———
Envestnet Asset Management Inc
N/A—450,660-450,660-100%$50.5M———
Wellspring Financial Advisors, LLC
N/A—367,706-367,706-100%$378.6K———
Rehmann Capital Advisory Group
N/A—353,924-353,924-100%$39.7M———
Jones Financial Companies Lllp
N/A—339,005-339,005-100%$37.3M———
Private Advisor Group, LLC
N/A—309,416-309,416-100%$34.7M———
WCG Wealth Advisors LLC
N/A—279,491-279,491-100%$31.3M———
HighTower Advisors, LLC
N/A—269,961-269,961-100%$30.3M———
Ameriprise Financial Inc
N/A—235,378-235,378-100%$26.4M———
Northwestern Mutual Wealth Management Co
N/A—235,194-235,194-100%$26.4M———
Bank of America Corp
N/A—223,354-223,354-100%$25.0M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—187,373-187,373-100%$21.0M———
Wells Fargo & Company
N/A—180,637-180,637-100%$20.2M———
Mariner, LLC
N/A—161,597-161,597-100%$18.1M———
Cetera Investment Advisers
N/A—141,743-141,743-100%$15.9M———
Royal Bank of Canada
N/A—138,635-138,635-100%$15.5M———
UBS Group AG
N/A—113,414-113,414-100%$12.7M———
Summit Financial, LLC
N/A—112,006-112,006-100%$12.6M———
Merit Financial Group, LLC
N/A—100,156-100,156-100%$11.2M———
Osaic Holdings, Inc.
N/A—98,307-98,307-100%$11.0M———
Stratos Wealth Partners, Ltd.
N/A—76,272-76,272-100%$8.5M———
EP Wealth Advisors, LLC
N/A—73,049-73,049-100%$8.2M———
Pathstone Holdings, LLC
N/A—69,638-69,638-100%$7.8M———
Prestige Wealth Management Group LLC
N/A—68,008-68,008-100%$7.6M———
Mercer Global Advisors Inc
N/A—63,949-63,949-100%$7.2M———
MML Investors Services, LLC
N/A—60,995-60,995-100%$6.8M———
Balanced Wealth Group LLC
N/A—58,278-58,278-100%$6.5M———
Goldman Sachs Group Inc
N/A—53,465-53,465-100%$6.0M———
AQR Capital Management LLC
N/A—50,916-50,916-100%$5.7M———
Capital Analysts, LLC
N/A—46,988-46,988-100%$5.3M———
Financial Concepts Unlimited, Inc.
N/A—46,591-46,591-100%$5.2M———
Two Sigma Investments, LP
N/A—45,600-45,600-100%$5.1M———
Goldstone Financial Group, LLC
N/A—45,184-45,184-100%$5.1M———
Gladstone Institutional Advisory LLC
N/A—43,342-43,342-100%$4.9M———
IAG Wealth Partners, LLC
N/A—42,722-42,722-100%$4.8M———
BlackRock, Inc.
N/A—41,328-41,328-100%$4.6M———
Equitable Holdings, Inc.
N/A—39,435-39,435-100%$4.4M———
Susquehanna International Group, LLP
N/A—35,761-35,761-100%$4.0M———
Sanctuary Advisors, LLC
N/A—35,391-35,391-100%$4.0M———
Geneos Wealth Management Inc.
N/A—30,319-30,319-100%$3.4M———
JPMorgan Chase & Co
N/A—29,306-29,306-100%$3.2M———
MidFirst Bank
N/A—27,107-27,107-100%$3.0M———
Mosaic Family Wealth Partners, LLC
N/A—26,341-26,341-100%$3.0M———
Kingsview Wealth Management, LLC
N/A—25,773-25,773-100%$2.9M———
Walsh & Associates, LLC
N/A—25,608-25,608-100%$2.9M———
Pacific SUN Financial Corp
N/A—25,524-25,524-100%$2.9M———
World Investment Advisors
N/A—24,972-24,972-100%$2.5M———
GTS Securities LLC
N/A—24,900-24,900-100%$2.8M———
Stifel Financial Corp
N/A—24,697-24,697-100%$2.8M———
Richmond Brothers, Inc.
N/A—24,659-24,659-100%$2.8M———
&partners
N/A—24,245-24,245-100%$2.7M———
Harbour Investments, Inc.
N/A—24,102-24,102-100%$2.7M———
Arax Advisory Partners
N/A—23,559-23,559-100%$2.6M———
MAI Capital Management
N/A—21,488-21,488-100%$2.4M———
Cary Street Partners Financial LLC
N/A—20,916-20,916-100%$2.3M———
Level Four Advisory Services, LLC
N/A—20,542-20,542-100%$2.3M———
Wealth Watch Advisors, Inc
N/A—19,883-19,883-100%$2.2M———
Asset Management Group, Inc.
N/A—19,323-19,323-100%$2.2M———
Captrust Financial Advisors
N/A—16,685-16,685-100%$1.9M———
Broadview Financial Management, LLC
N/A—15,967-15,967-100%$1.8M———
Cary Street Partners Investment Advisory LLC
N/A—15,734-15,734-100%$1.8M———
Natixis Advisors, LLC
N/A—14,295-14,295-100%$1.6M———
Koss-Olinger Consulting, LLC
N/A—14,211-14,211-100%$1.6M———
FMR LLC
N/A—13,124-13,124-100%$1.5M———
Florida Financial Advisors, LLC
N/A—12,833-12,833-100%$1.4M———
Payne Capital Management, LLC
N/A—12,762-12,762-100%$1.4M———
NewEdge Advisors, LLC
N/A—11,933-11,933-100%$1.3M———
Snowden Capital Advisors LLC
N/A—11,194-11,194-100%$1.3M———
Wealthspire Advisors, LLC
N/A—10,922-10,922-100%$1.2M———
Pure Financial Advisors, LLC
N/A—10,378-10,378-100%$1.2M———
Focus Partners Wealth
N/A—10,266-10,266-100%$1.2M———
Savvy Advisors, Inc.
N/A—9,604-9,604-100%$1.1M———
Cofg Advisors, LLC
N/A—9,510-9,510-100%$1.1M———
Western Wealth Management, LLC
N/A—9,496-9,496-100%$1.1M———
Cvfg LLC
N/A—9,345-9,345-100%$1.0M———
Calton & Associates, Inc.
N/A—9,184-9,184-100%$1.0M———
Focus Partners Advisor Solutions, LLC
N/A—8,753-8,753-100%$981.1K———
Composition Wealth, LLC
N/A—8,617-8,617-100%$965.9K———
Kinetic Wealth Investment Advisors LLC
N/A—8,544-8,544-100%$957.7K———
Brown Advisory Inc
N/A—8,382-8,382-100%$939.6K———
IHT Wealth Management, LLC
N/A—8,260-8,260-100%$925.9K———
United Capital Financial Advisors, LLC
N/A—8,117-8,117-100%$909.3K———
Ameritas Advisory Services, LLC
N/A—7,921-7,921-100%$887.9K———
Global Retirement Partners, LLC
N/A—7,818-7,818-100%$876.3K———
Beacon Pointe Advisors, LLC
N/A—7,758-7,758-100%$869.6K———
Essex Financial Services, Inc.
N/A—7,598-7,598-100%$851.7K———
Texas Yale Capital Corp.
N/A—7,000-7,000-100%$784.6K———
Independent Advisor Alliance
N/A—6,683-6,683-100%$749.1K———
Moneta Group Investment Advisors LLC
N/A—6,662-6,662-100%$746.7K———
Nwam LLC
N/A—6,491-6,491-100%$727.6K———
Denver Wealth Management, Inc.
N/A—6,412-6,412-100%$718.7K———
Valmark Advisers, Inc.
N/A—6,363-6,363-100%$713.2K———
Great Valley Advisor Group, Inc.
N/A—6,204-6,204-100%$695.8K———
Blair William & Co
N/A—6,191-6,191-100%$693.9K———
Condor Capital Management
N/A—5,953-5,953-100%$667.3K———
SCS Capital Management LLC
N/A—5,732-5,732-100%$642.6K———
BFC Planning, Inc.
N/A—5,713-5,713-100%$640.4K———
Quantinno Capital Management LP
N/A—5,600-5,600-100%$627.8K———
Janney Montgomery Scott LLC
N/A—5,559-5,559-100%$623.0K———
Advisors Capital Management, LLC
N/A—5,294-5,294-100%$593.4K———
Bank of Montreal
N/A—5,218-5,218-100%$584.9K———
Principal Securities, Inc.
N/A—4,973-4,973-100%$557.4K———
Argent Trust Co
N/A—4,770-4,770-100%$534.7K———
Modern Wealth Management, LLC
N/A—4,736-4,736-100%$530.9K———
Fortress Private Ledger, LLC
N/A—4,695-4,695-100%$526.2K———
Foundations Investment Advisors, LLC
N/A—4,691-4,691-100%$525.8K———
Bragg Financial Advisors, Inc
N/A—4,575-4,575-100%$512.8K———
XTX Topco Ltd
N/A—4,496-4,496-100%$504.0K———
Intrepid Financial Planning Group LLC
N/A—4,495-4,495-100%$503.9K———
Arkadios Wealth Advisors
N/A—4,388-4,388-100%$491.9K———
Astoria Portfolio Advisors Llc.
N/A—4,370-4,370-100%$489.9K———
Stratos Wealth Advisors, LLC
N/A—4,164-4,164-100%$466.8K———
OneAscent Financial Services LLC
N/A—4,018-4,018-100%$450.4K———
CreativeOne Wealth, LLC
N/A—3,891-3,891-100%$436.2K———
Cadia Private Client LLC
N/A—3,672-3,672-100%$411.6K———
Pinnacle Family Advisors, LLC
N/A—3,586-3,586-100%$401.9K———
Freedom Investment Management, Inc.
N/A—3,514-3,514-100%$393.9K———
Bartlett & Co. Wealth Management LLC
N/A—3,359-3,359-100%$376.5K———
Moment Partners, LLC
N/A—3,300-3,300-100%$369.9K———
Flow Traders U.S. LLC
N/A—3,238-3,238-100%$363.0K———
Integrated Wealth Concepts LLC
N/A—2,857-2,857-100%$320.3K———
Glenmede Trust Co NA
N/A—2,829-2,829-100%$317.1K———
Rockefeller Capital Management L.P.
N/A—2,763-2,763-100%$309.8K———
Benjamin Edwards Inc
N/A—2,693-2,693-100%$301.9K———
Measured Wealth Private Client Group, LLC
N/A—2,682-2,682-100%$300.6K———
Wallace Advisory Group, LLC
N/A—2,668-2,668-100%$299.1K———
Daviman Financial, LLC
N/A—2,609-2,609-100%$292.4K———
SHP Wealth Management
N/A—2,570-2,570-100%$288.1K———
Hudson Portfolio Management LLC
N/A—2,490-2,490-100%$279.1K———
Topsail Wealth Management, LLC
N/A—2,360-2,360-100%$264.5K———
Retirement Income Solutions, Inc
N/A—2,349-2,349-100%$225.4K———
Wrapmanager Inc
N/A—2,321-2,321-100%$260.2K———
M3 Advisory Group, LLC
N/A—2,162-2,162-100%$242.3K———
Advance Capital Management, Inc.
N/A—2,140-2,140-100%$239.9K———
Forum Private Client Group LLC
N/A—2,052-2,052-100%$230.0K———
Huntington National Bank
N/A—2,000-2,000-100%$224.2K———
FCA Corp
N/A—1,989-1,989-100%$222.9K———
Baird Financial Group, Inc.
N/A—1,980-1,980-100%$221.9K———
Pinnacle Financial Partners, Inc.
N/A—1,959-1,959-100%$219.6K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—1,912-1,912-100%$214.3K———
Cahill Financial Advisors Inc
N/A—1,885-1,885-100%$211.3K———
Ausdal Financial Partners, Inc.
N/A—1,872-1,872-100%$209.8K———
Allworth Financial LP
N/A—1,866-1,866-100%$209.2K———
Perennial Investment Advisors, LLC
N/A—1,846-1,846-100%$207.2K———
Drive Wealth Management, LLC
N/A—1,839-1,839-100%$206.2K———
Choate Investment Advisors
N/A—1,818-1,818-100%$203.8K———
PNC Financial Services Group, Inc.
N/A—1,818-1,818-100%$203.8K———
Tiaa Trust, National Association
N/A—1,794-1,794-100%$201.1K———
Urban Financial Advisory Corp
N/A—1,718-1,718-100%$192.6K———
Smartleaf Asset Management LLC
N/A—1,701-1,701-100%$188.2K———
IFG Advisory, LLC
N/A—1,450-1,450-100%$162.5K———
Quent Capital, LLC
N/A—1,308-1,308-100%$146.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,258-1,258-100%$141.0K———
Basepoint Wealth LLC
N/A—1,118-1,118-100%$125.3K———
Ballast Advisors LLC
N/A—1,059-1,059-100%$118.7K———
O'shaughnessy Asset Management, LLC
N/A—1,048-1,048-100%$117.5K———
Steward Partners Investment Advisory, LLC
N/A—800-800-100%$89.7K———
Strategic Wealth Partners, Ltd.
N/A—700-700-100%$78.5K———
Financial Life Planners
N/A—643-643-100%$72.0K———
Top Private Wealth Llc.
N/A—633-633-100%$70.9K———
Anchor Investment Management, LLC
N/A—426-426-100%$47.8K———
WealthShield Partners, LLC
N/A—397-397-100%$44.5K———
Russell Investments Group, Ltd.
N/A—385-385-100%$43.1K———
Hantz Financial Services, Inc.
N/A—361-361-100%$40———
Caitlin John, LLC
N/A—311-311-100%$34.9K———
Orion Capital Management LLC
N/A—270-270-100%$30.3K———
JDM Financial Group LLC
N/A—269-269-100%$30.2K———
Copia Wealth Management
N/A—268-268-100%$30.0K———
Aptus Capital Advisors, LLC
N/A—256-256-100%$28.7K———
Kerr Financial Planning Corp
N/A—229-229-100%$25.6K———
TD Capital Management LLC
N/A—213-213-100%$23.9K———
Keating Financial Advisory Services, Inc.
N/A—209-209-100%$23.4K———
UBS Asset Management Americas LLC
N/A—189-189-100%$21.2K———
Front Row Advisors LLC
N/A—180-180-100%$20.2K———
Vanguard Advisers Inc
N/A—161-161-100%$18.0K———
UMB Bank, n.a.
N/A—128-128-100%$14.3K———
Medallion Wealth Advisors, LLC
N/A—100-100-100%$11.2K———
Godfrey Financial Associates, Inc.
N/A—100-100-100%$11.2K———
Tiaa Wealth Investment Management LLC
N/A—84-84-100%$9.3K———
Abound Financial, LLC
N/A—74-74-100%$8.3K———
HHM Wealth Advisors, LLC
N/A—53-53-100%$5.9K———
Tanglewood Legacy Advisors, LLC
N/A—39-39-100%$4.4K———
Mpwm Advisory Solutions, LLC
N/A—30-30-100%$3.4K———
Showing 447 of 447 institutions