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SS Spdr P High Yield ETF (SPHY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
State of Wyoming
NEW
Shares16,436,100
Change+16,436,100
Value$371.3M
Filed 2026-10-28
Vantagepoint Investment Advisers LLC
INCREASED
Shares7,601,390 from 7,482,790
Change+118,600 (+2%)
Value$171.7M (-$3.7M)
Filed 2026-10-26
US Bancorp \de\
INCREASED
Shares7,554,212 from 7,165,855
Change+388,357 (+5%)
Value$170.6M (+$2.7M)
Filed 2026-11-05
Ocean Park Asset Management, LLC
DECREASED
Shares5,710,000 from 6,080,823
Change-370,823 (-6%)
Value$129.0M (-$13.5M)
Filed 2026-10-21
Adventist Health System Sunbelt Healthcare Corp
NEW
Shares4,662,893
Change+4,662,893
Value$105.3M
Filed 2026-11-02
Asset Management One Co., Ltd.
DECREASED
Shares4,539,820 from 5,253,420
Change-713,600 (-14%)
Value$102.6M (-$20.6M)
Filed 2026-10-27
Allspring Global Investments Holdings, LLC
INCREASED
Shares4,500,449 from 1,138,779
Change+3,361,670 (+295%)
Value$101.7M (+$75.0M)
Filed 2026-11-04
Creative Planning
DECREASED
Shares4,285,013 from 4,593,718
Change-308,705 (-7%)
Value$96.8M (-$10.9M)
Filed 2026-11-02
Conning Inc.
UNCHANGED
Shares2,726,004 from 2,726,004
Change0 (0%)
Value$61.6M (-$2.3M)
Filed 2026-10-27
Exchange Traded Concepts, LLC
INCREASED
Shares2,489,573 from 2,466,721
Change+22,852 (+1%)
Value$56.2M (-$1.6M)
Filed 2026-10-28
Apella Capital, LLC
INCREASED
Shares2,138,787 from 1,803,063
Change+335,724 (+19%)
Value$48.2M (+$6.1M)
Filed 2026-10-08
Bokf, NA
INCREASED
Shares2,133,028 from 1,744,546
Change+388,482 (+22%)
Value$48.2M (+$7.3M)
Filed 2026-10-27
Assetmark, Inc
INCREASED
Shares1,571,380 from 1,514,621
Change+56,759 (+4%)
Value$35.5M (-$5.2K)
Filed 2026-10-21
State of New Jersey Common Pension Fund D
UNCHANGED
Shares1,566,858 from 1,566,858
Change0 (0%)
Value$35.4M (-$1.3M)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares1,560,490 from 1,494,343
Change+66,147 (+4%)
Value$35.3K (-$35.0M)
Filed 2026-11-02
Iowa State Bank
INCREASED
Shares1,535,008 from 1,435,573
Change+99,435 (+7%)
Value$34.7M (+$1.0M)
Filed 2026-10-06
Truist Financial Corp
INCREASED
Shares1,386,508 from 1,355,880
Change+30,628 (+2%)
Value$31.3M (-$460.6K)
Filed 2026-10-30
Diversify Wealth Management, LLC
INCREASED
Shares1,383,269 from 1,374,361
Change+8,908 (+1%)
Value$31.2M (-$733.9K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares1,383,269 from 1,374,361
Change+8,908 (+1%)
Value$31.2M (-$733.9K)
Filed 2026-10-20
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares1,307,415 from 1,251,852
Change+55,563 (+4%)
Value$29.5M (+$191.1K)
Filed 2026-11-04
Smith Salley Wealth Management
INCREASED
Shares1,286,415 from 715,925
Change+570,490 (+80%)
Value$29.1M (+$12.3M)
Filed 2026-11-03
Bank of New York Mellon Corp
INCREASED
Shares1,237,106 from 942,535
Change+294,571 (+31%)
Value$27.9M (+$5.9M)
Filed 2026-11-05
RFG Holdings, Inc.
INCREASED
Shares1,059,910 from 1,016,827
Change+43,083 (+4%)
Value$23.4M (-$428.7K)
Filed 2026-10-30
Thrivent Financial for Lutherans
DECREASED
Shares1,040,645 from 1,221,638
Change-180,993 (-15%)
Value$23.4K (-$28.6M)
Filed 2026-11-05
Cornerstone Enterprises, LLC
DECREASED
Shares1,017,802 from 1,643,374
Change-625,572 (-38%)
Value$23.0M (-$15.5M)
Filed 2026-10-15
AlphaStar Capital Management, LLC
INCREASED
Shares1,017,372 from 907,253
Change+110,119 (+12%)
Value$23.0M (+$1.7M)
Filed 2026-10-16
Asset Allocation & Management Company, LLC
UNCHANGED
Shares804,501 from 804,501
Change0 (0%)
Value$18.2K (-$684)
Filed 2026-10-13
TSG Advice Partners, LLC
NEW
Shares761,824
Change+761,824
Value$17.9M
Filed 2026-10-29
Willis Johnson Wealth, Inc.
INCREASED
Shares715,689 from 698,761
Change+16,928 (+2%)
Value$16.2M (-$211.5K)
Filed 2026-11-03
Choreo, LLC
INCREASED
Shares711,528 from 449,900
Change+261,628 (+58%)
Value$16.1M (+$5.5M)
Filed 2026-10-28
MGO One Seven LLC
INCREASED
Shares685,164 from 634,522
Change+50,642 (+8%)
Value$15.5M (+$604.6K)
Filed 2026-10-28
Financial Futures Ltd Liability Co.
DECREASED
Shares658,458 from 681,170
Change-22,712 (-3%)
Value$14.9M (-$1.1M)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares642,724 from 633,578
Change+9,146 (+1%)
Value$14.5M (-$332.0K)
Filed 2026-10-08
Kestra Advisory Services, LLC
INCREASED
Shares635,711 from 599,927
Change+35,784 (+6%)
Value$14.4M (+$298.4K)
Filed 2026-11-02
Retiremitten Financial LLC
DECREASED
Shares621,741 from 642,152
Change-20,411 (-3%)
Value$14.1M (-$957.2K)
Filed 2026-11-05
DT Investment Partners, LLC
INCREASED
Shares536,539 from 495,845
Change+40,694 (+8%)
Value$12.1M (+$497.8K)
Filed 2026-10-27
Horizon Financial Services, LLC
INCREASED
Shares529,293 from 509,747
Change+19,546 (+4%)
Value$12.0M (+$8.2K)
Filed 2026-11-04
Syntegra Private Wealth Group, LLC
DECREASED
Shares522,594 from 548,569
Change-25,975 (-5%)
Value$11.8M (-$1.1M)
Filed 2026-10-13
S&A Financial Services, Inc.
INCREASED
Shares514,269 from 483,315
Change+30,954 (+6%)
Value$11.6M (+$288.4K)
Filed 2026-11-03
Moller Wealth Partners
INCREASED
Shares487,810 from 392,827
Change+94,983 (+24%)
Value$11.0M (+$1.8M)
Filed 2026-10-15
Carolina Wealth Advisors, LLC
INCREASED
Shares447,412 from 422,552
Change+24,860 (+6%)
Value$10.1M (+$202.4K)
Filed 2026-10-23
Trek Financial, LLC
NEW
Shares440,977
Change+440,977
Value$10.0M
Filed 2026-10-29
Grey Fox Wealth Advisors, LLC
NEW
Shares424,072
Change+424,072
Value$9.6M
Filed 2026-11-03
Csenge Advisory Group
INCREASED
Shares381,345 from 365,215
Change+16,130 (+4%)
Value$8.6M (+$53.9K)
Filed 2026-11-04
Financial Advisory Partners, LLC
DECREASED
Shares376,407 from 473,062
Change-96,655 (-20%)
Value$8.5M (-$2.6M)
Filed 2026-10-23
Sound Income Strategies, LLC
INCREASED
Shares371,570 from 369,907
Change+1,663 (+0%)
Value$8.4M (-$295.4K)
Filed 2026-10-09
Fifth Third Securities, Inc.
INCREASED
Shares364,743 from 350,060
Change+14,683 (+4%)
Value$8.2M (+$34.1K)
Filed 2026-10-21
Omega Financial Group, LLC
INCREASED
Shares359,019 from 355,595
Change+3,424 (+1%)
Value$8.1M (-$224.9K)
Filed 2026-10-29
Quartz Partners, LLC
DECREASED
Shares353,295 from 467,208
Change-113,913 (-24%)
Value$8.0M (-$3.0M)
Filed 2026-11-03
Stackstone Wealth, LLC
NEW
Shares339,816
Change+339,816
Value$7.7M
Filed 2026-10-19
Central Pacific Bank - Trust Division
INCREASED
Shares314,960 from 263,335
Change+51,625 (+20%)
Value$7.1M (+$942.4K)
Filed 2026-10-06
Bensler, LLC
DECREASED
Shares307,715 from 378,760
Change-71,045 (-19%)
Value$7.0M (-$1.9M)
Filed 2026-11-05
SigFig Wealth Management, LLC
INCREASED
Shares303,575 from 263,612
Change+39,963 (+15%)
Value$6.9M (+$676.1K)
Filed 2026-10-07
Maia Wealth LLC
INCREASED
Shares301,371 from 239,742
Change+61,629 (+26%)
Value$6.8M (+$1.2M)
Filed 2026-10-19
Simplicity Wealth,LLC
INCREASED
Shares298,661 from 278,790
Change+19,871 (+7%)
Value$6.7M (+$211.9K)
Filed 2026-10-23
Strategic Financial Group, LLC
INCREASED
Shares295,560 from 164,163
Change+131,397 (+80%)
Value$6.7M (+$2.8M)
Filed 2026-10-08
Aire Advisors, LLC
INCREASED
Shares283,015 from 270,989
Change+12,026 (+4%)
Value$6.4M (+$41.3K)
Filed 2026-10-22
RFG Advisory, LLC
INCREASED
Shares279,818 from 237,138
Change+42,680 (+18%)
Value$6.3M (+$762.6K)
Filed 2026-11-03
HF Advisory Group, LLC
INCREASED
Shares279,407 from 253,222
Change+26,185 (+10%)
Value$6.3M (+$376.3K)
Filed 2026-10-09
Hurlow Wealth Management Group, Inc.
INCREASED
Shares275,154 from 250,032
Change+25,122 (+10%)
Value$6.2M (+$355.0K)
Filed 2026-10-29
Arvest Investments, Inc.
INCREASED
Shares255,669 from 242,141
Change+13,528 (+6%)
Value$5.8M (+$99.8K)
Filed 2026-10-21
Concurrent Investment Advisors, LLC
DECREASED
Shares238,042 from 267,352
Change-29,310 (-11%)
Value$5.4M (-$889.4K)
Filed 2026-10-16
Winthrop Capital Management, LLC
INCREASED
Shares235,242 from 228,145
Change+7,097 (+3%)
Value$5.3M (-$33.9K)
Filed 2026-11-05
Vicus Capital
DECREASED
Shares226,870 from 234,731
Change-7,861 (-3%)
Value$5.1M (-$377.1K)
Filed 2026-11-05
Curran Financial Partners, LLC
INCREASED
Shares218,691 from 185,462
Change+33,229 (+18%)
Value$4.9M (+$593.0K)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares211,813 from 226,448
Change-14,635 (-6%)
Value$4.8M (-$508.8K)
Filed 2026-10-13
Retirement Planning Group, LLC
DECREASED
Shares210,924 from 211,339
Change-415 (0%)
Value$4.8M (-$189.0K)
Filed 2026-10-19
IFP Advisors, Inc
DECREASED
Shares201,091 from 202,937
Change-1,846 (-1%)
Value$4.5M (-$214.2K)
Filed 2026-10-16
Hobart Private Capital, LLC
INCREASED
Shares192,657 from 185,103
Change+7,554 (+4%)
Value$4.4M (+$13.3K)
Filed 2026-10-19
Diversified Enterprises, LLC
INCREASED
Shares192,133 from 173,484
Change+18,649 (+11%)
Value$4.3M (+$273.8K)
Filed 2026-10-19
Bauman Advisory Group, LLC
DECREASED
Shares188,155 from 218,613
Change-30,458 (-14%)
Value$4.3M (-$873.9K)
Filed 2026-10-29
Verus Wealth Management, LLC
INCREASED
Shares185,536 from 181,764
Change+3,772 (+2%)
Value$4.2M (-$69.3K)
Filed 2026-10-13
Founders Financial Securities LLC
NEW
Shares183,910
Change+183,910
Value$4.2M
Filed 2026-10-28
CGN Advisors LLC
INCREASED
Shares182,714 from 169,360
Change+13,354 (+8%)
Value$4.1M (+$157.7K)
Filed 2026-10-21
Citigroup Inc
INCREASED
Shares177,483 from 137,204
Change+40,279 (+29%)
Value$4.0M (+$793.3K)
Filed 2026-11-04
Lanark Financial, Inc.
DECREASED
Shares170,391 from 187,043
Change-16,652 (-9%)
Value$3.8M (-$535.2K)
Filed 2026-10-26
Onyx Bridge Wealth Group LLC
DECREASED
Shares168,551 from 495,553
Change-327,002 (-66%)
Value$3.8M (-$7.8M)
Filed 2026-10-16
Meriwether Wealth & Planning, LLC
INCREASED
Shares164,108 from 155,345
Change+8,763 (+6%)
Value$3.7M (+$65.9K)
Filed 2026-10-13
Appleton Partners Inc
INCREASED
Shares163,762 from 155,989
Change+7,773 (+5%)
Value$3.7K (-$3.7M)
Filed 2026-10-30
Great Diamond Partners, LLC
INCREASED
Shares158,805 from 151,055
Change+7,750 (+5%)
Value$3.6M (+$46.7K)
Filed 2026-10-13
K2 Financial Inc.
INCREASED
Shares156,055 from 148,763
Change+7,292 (+5%)
Value$3.5M (+$48.7K)
Filed 2026-10-26
Ashton Thomas Private Wealth, LLC
DECREASED
Shares149,591 from 187,494
Change-37,903 (-20%)
Value$3.4M (-$1.0M)
Filed 2026-11-03
Brighton Securities Corp.
INCREASED
Shares148,872 from 144,588
Change+4,284 (+3%)
Value$3.4M (-$26.1K)
Filed 2026-10-08
Ironwood Financial, llc
INCREASED
Shares144,834 from 127,326
Change+17,508 (+14%)
Value$3.3M (+$307.6K)
Filed 2026-10-20
Michels Family Financial, LLC
INCREASED
Shares143,341 from 136,293
Change+7,048 (+5%)
Value$3.2M (+$43.4K)
Filed 2026-11-02
rebel Financial LLC
NEW
Shares139,865
Change+139,865
Value$3.2M
Filed 2026-11-04
Towne Trust Company, N.a
INCREASED
Shares138,690 from 134,155
Change+4,535 (+3%)
Value$3.1M (-$11.6K)
Filed 2026-10-28
Flagship Harbor Advisors, LLC
INCREASED
Shares136,861 from 113,786
Change+23,075 (+20%)
Value$3.1M (+$424.5K)
Filed 2026-10-26
Cedar Point Capital Partners, LLC
DECREASED
Shares136,063 from 138,497
Change-2,434 (-2%)
Value$3.1M (-$172.7K)
Filed 2026-10-29
Calamos Advisors LLC
UNCHANGED
Shares134,589 from 134,589
Change0 (0%)
Value$3.0M (-$114.4K)
Filed 2026-11-02
Brookstone Capital Management
INCREASED
Shares132,894 from 120,399
Change+12,495 (+10%)
Value$3.0M (+$179.9K)
Filed 2026-10-22
Perigon Wealth Management, LLC
INCREASED
Shares132,705 from 129,284
Change+3,421 (+3%)
Value$3.0M (-$32.6K)
Filed 2026-10-22
Compound Planning, Inc.
DECREASED
Shares129,317 from 139,317
Change-10,000 (-7%)
Value$2.9M (-$344.3K)
Filed 2026-11-05
Serenity Investment Advisors
INCREASED
Shares128,763 from 127,299
Change+1,464 (+1%)
Value$2.9M (-$57.3K)
Filed 2026-10-30
Fiduciary Alliance LLC
INCREASED
Shares124,456 from 122,017
Change+2,439 (+2%)
Value$2.8M (-$48.6K)
Filed 2026-10-13
Veery Capital, LLC
INCREASED
Shares123,883 from 117,080
Change+6,803 (+6%)
Value$2.8M (+$54.2K)
Filed 2026-10-07
Timonier Family Office, Ltd.
INCREASED
Shares121,968 from 121,121
Change+847 (+1%)
Value$2.8M (-$83.8K)
Filed 2026-11-03
StoneX Group Inc.
INCREASED
Shares121,129 from 106,646
Change+14,483 (+14%)
Value$2.7M (+$236.5K)
Filed 2026-11-03
SBI Securities Co., Ltd.
INCREASED
Shares119,372 from 93,456
Change+25,916 (+28%)
Value$2.7M (+$506.0K)
Filed 2026-10-22
Auour Investments LLC
INCREASED
Shares117,430 from 117,179
Change+251 (+0%)
Value$2.7M (-$93.9K)
Filed 2026-10-28
MCF Advisors LLC
INCREASED
Shares108,138 from 107,952
Change+186 (+0%)
Value$2.4M (-$87.6K)
Filed 2026-10-28
Sound Stewardship, LLC
INCREASED
Shares107,586 from 104,502
Change+3,084 (+3%)
Value$2.4M (-$19.2K)
Filed 2026-10-14
Wealth Forward, LLC
DECREASED
Shares106,896 from 234,315
Change-127,419 (-54%)
Value$2.4M (-$3.1M)
Filed 2026-10-14
Commonwealth Equity Services, LLC
INCREASED
Shares106,568 from 98,393
Change+8,175 (+8%)
Value$2.4M (+$101.0K)
Filed 2026-11-02
Elm3 Financial Group, LLC
DECREASED
Shares104,194 from 106,362
Change-2,168 (-2%)
Value$2.4M (-$139.4K)
Filed 2026-10-07
Martel Wealth Advisors LLC
INCREASED
Shares99,535 from 97,475
Change+2,060 (+2%)
Value$2.2M (-$36.3K)
Filed 2026-10-14
LVZ, Inc.
INCREASED
Shares99,083 from 97,338
Change+1,745 (+2%)
Value$2.2M (-$43.3K)
Filed 2026-10-20
Convergence Financial, LLC
DECREASED
Shares98,760 from 190,926
Change-92,166 (-48%)
Value$2.2M (-$2.2M)
Filed 2026-10-27
Heritage Family Offices, LLP
INCREASED
Shares98,401 from 76,483
Change+21,918 (+29%)
Value$2.2M (+$430.1K)
Filed 2026-11-02
Sovran Advisors, LLC
INCREASED
Shares96,920 from 69,525
Change+27,395 (+39%)
Value$2.2M (+$582.0K)
Filed 2026-11-02
Tenzing Financial LLC
INCREASED
Shares96,676 from 92,896
Change+3,780 (+4%)
Value$2.2M (-$1.6K)
Filed 2026-11-03
Allstreet Capital Advisors LLC
DECREASED
Shares96,360 from 104,380
Change-8,020 (-8%)
Value$2.2M (-$269.9K)
Filed 2026-11-04
Lantern Wealth Advisors, LLC
INCREASED
Shares96,114 from 94,384
Change+1,730 (+2%)
Value$2.2M (-$41.1K)
Filed 2026-10-22
Amicus Financial Advisors, LLC
INCREASED
Shares96,111 from 67,347
Change+28,764 (+43%)
Value$2.2M (+$592.5K)
Filed 2026-11-03
Atlas Private Wealth Advisors
DECREASED
Shares91,138 from 116,453
Change-25,315 (-22%)
Value$2.1M (-$670.8K)
Filed 2026-10-23
Kathmere Capital Management, LLC
INCREASED
Shares90,351 from 17,756
Change+72,595 (+409%)
Value$2.0M (+$1.6M)
Filed 2026-10-20
Capital Wealth Management, LLC
INCREASED
Shares87,430 from 53,905
Change+33,525 (+62%)
Value$2.0M (+$711.5K)
Filed 2026-10-27
Three Arch Wealth Management LLC
INCREASED
Shares86,524 from 86,363
Change+161 (+0%)
Value$2.0M (-$69.8K)
Filed 2026-10-20
Prospera Financial Services Inc
NEW
Shares86,520
Change+86,520
Value$2.0M
Filed 2026-11-04
Autumn Glory Partners, LLC
UNCHANGED
Shares83,542 from 83,542
Change0 (0%)
Value$1.9M (-$71.0K)
Filed 2026-10-26
Sheets Smith Wealth Management
INCREASED
Shares79,595 from 79,412
Change+183 (+0%)
Value$1.8M (-$63.4K)
Filed 2026-10-16
United Advisor Group, LLC
DECREASED
Shares79,278 from 88,096
Change-8,818 (-10%)
Value$1.8M (-$274.1K)
Filed 2026-11-03
Aurora Private Wealth, Inc.
DECREASED
Shares74,108 from 76,404
Change-2,296 (-3%)
Value$1.7K (-$1.8M)
Filed 2026-10-20
Rede Wealth, LLC
INCREASED
Shares73,047 from 66,516
Change+6,531 (+10%)
Value$1.7M (+$91.0K)
Filed 2026-10-22
Wedbush Securities Inc
INCREASED
Shares71,185 from 52,178
Change+19,007 (+36%)
Value$1.6K (-$1.2M)
Filed 2026-10-22
J.W. Cole Advisors, Inc.
DECREASED
Shares68,175 from 70,057
Change-1,882 (-3%)
Value$1.5M (-$102.1K)
Filed 2026-11-05
Garde Capital, Inc.
UNCHANGED
Shares66,817 from 66,817
Change0 (0%)
Value$1.5M (-$56.8K)
Filed 2026-10-29
FAI Advisors, Inc.
INCREASED
Shares66,276 from 66,117
Change+159 (+0%)
Value$1.5M (-$52.6K)
Filed 2026-10-27
Systelligence, LLC
DECREASED
Shares59,611 from 185,053
Change-125,442 (-68%)
Value$15.5M (+$11.2M)
Filed 2026-11-05
Exchange Bank
INCREASED
Shares58,565 from 50,395
Change+8,170 (+16%)
Value$1.3M (+$141.7K)
Filed 2026-10-07
Creative Financial Designs Inc
INCREASED
Shares55,128 from 54,234
Change+894 (+2%)
Value$1.2M (-$25.9K)
Filed 2026-11-04
Stewardship Advisors, LLC
INCREASED
Shares53,447 from 51,565
Change+1,882 (+4%)
Value$1.2M (-$1.3K)
Filed 2026-10-20
Center For Asset Management LLC
INCREASED
Shares52,872 from 24,060
Change+28,812 (+120%)
Value$1.2M (+$630.4K)
Filed 2026-10-16
Rossby Financial, LCC
INCREASED
Shares52,719 from 38,564
Change+14,155 (+37%)
Value$1.2M (+$287.0K)
Filed 2026-11-05
Brown Financial Advisory
INCREASED
Shares49,058 from 45,996
Change+3,062 (+7%)
Value$1.1M (+$30.1K)
Filed 2026-11-05
Independent Financial Group, LLC
DECREASED
Shares48,136 from 52,325
Change-4,189 (-8%)
Value$1.1M (-$139.1K)
Filed 2026-10-13
Acorn Financial Advisory Services Inc
DECREASED
Shares48,023 from 49,358
Change-1,335 (-3%)
Value$1.1M (-$72.1K)
Filed 2026-11-02
Shepherd Financial Partners LLC
NEW
Shares47,763
Change+47,763
Value$1.1M
Filed 2026-11-03
Tenet Wealth Partners, LLC
INCREASED
Shares47,471 from 45,340
Change+2,131 (+5%)
Value$1.1M (+$20.0K)
Filed 2026-10-19
Wealthcare Advisory Partners LLC
INCREASED
Shares45,181 from 15,996
Change+29,185 (+182%)
Value$1.0M (+$645.7K)
Filed 2026-10-21
WBH Advisory Inc
INCREASED
Shares45,181 from 40,339
Change+4,842 (+12%)
Value$1.0M (+$75.1K)
Filed 2026-11-05
Redwood Financial Network Corp
DECREASED
Shares42,629 from 45,381
Change-2,752 (-6%)
Value$963.0K (-$100.8K)
Filed 2026-11-03
Nations Financial Group Inc,
DECREASED
Shares42,623 from 51,820
Change-9,197 (-18%)
Value$962.9K (-$251.8K)
Filed 2026-11-05
Winebrenner Capital Management LLC
INCREASED
Shares42,213 from 37,578
Change+4,635 (+12%)
Value$953.6K (+$72.8K)
Filed 2026-10-07
Park Avenue Securities LLC
DECREASED
Shares38,764 from 42,582
Change-3,818 (-9%)
Value$876 (-$997.1K)
Filed 2026-10-26
Grantvest Financial Group LLC
DECREASED
Shares38,447 from 46,040
Change-7,593 (-16%)
Value$868.5K (-$210.7K)
Filed 2026-10-21
Novem Group
DECREASED
Shares37,730 from 38,770
Change-1,040 (-3%)
Value$852.3K (-$56.4K)
Filed 2026-10-19
J. Safra Sarasin Holding AG
INCREASED
Shares36,535 from 34,835
Change+1,700 (+5%)
Value$827.2K (+$10.3K)
Filed 2026-10-26
Arwa LLC
INCREASED
Shares36,231 from 25,242
Change+10,989 (+44%)
Value$816.3K (+$226.6K)
Filed 2026-10-21
Armstrong Advisory Group, Inc
INCREASED
Shares34,329 from 34,224
Change+105 (+0%)
Value$775.5K (-$26.7K)
Filed 2026-10-09
Acute Investment Advisory, LLC
DECREASED
Shares33,958 from 34,791
Change-833 (-2%)
Value$767.1K (-$48.4K)
Filed 2026-10-16
Atria Investments, Inc
DECREASED
Shares33,228 from 66,756
Change-33,528 (-50%)
Value$750.6K (-$814.1K)
Filed 2026-10-15
Aspire Private Capital, LLC
INCREASED
Shares32,722 from 31,499
Change+1,223 (+4%)
Value$739.2K (+$872)
Filed 2026-11-05
TMB Capital Partners, LLC
INCREASED
Shares32,536 from 28,377
Change+4,159 (+15%)
Value$735.0K (+$69.8K)
Filed 2026-10-20
Advisortrust Partners, LLC
NEW
Shares32,189
Change+32,189
Value$727.1K
Filed 2026-11-02
Clear Creek Financial Management, LLC
INCREASED
Shares32,087 from 12,783
Change+19,304 (+151%)
Value$724.8K (+$425.2K)
Filed 2026-10-28
Leslie Global Wealth, LLC
INCREASED
Shares32,035 from 18,213
Change+13,822 (+76%)
Value$723.7K (+$296.8K)
Filed 2026-10-26
Revisor Wealth Management LLC
DECREASED
Shares30,961 from 34,851
Change-3,890 (-11%)
Value$695.6K (-$121.3K)
Filed 2026-10-20
Next Level Wealth Planning, LLC
INCREASED
Shares30,941 from 23,661
Change+7,280 (+31%)
Value$699.0K (+$144.4K)
Filed 2026-10-29
Keystone Wealth Services, LLC
DECREASED
Shares30,864 from 32,409
Change-1,545 (-5%)
Value$698.8K (-$60.9K)
Filed 2026-11-03
Independent Wealth Network Inc.
INCREASED
Shares30,082 from 29,763
Change+319 (+1%)
Value$679.5K (-$18.1K)
Filed 2026-10-19
Mirae Asset Global Investments Co., Ltd.
NEW
Shares30,000
Change+30,000
Value$677.7K
Filed 2026-11-03
Almanack Investment Partners, Llc.
INCREASED
Shares29,356 from 24,692
Change+4,664 (+19%)
Value$663.2K (+$84.4K)
Filed 2026-11-03
Compass Ion Advisors, LLC
INCREASED
Shares29,059 from 29,038
Change+21 (+0%)
Value$656.4K (-$24.2K)
Filed 2026-10-23
General Partner, Inc.
UNCHANGED
Shares26,000 from 26,000
Change0 (0%)
Value$587.3K (-$22.1K)
Filed 2026-10-05
Investment Research & Advisory Group, Inc.
INCREASED
Shares25,426 from 21,645
Change+3,781 (+17%)
Value$574.4K (+$67.0K)
Filed 2026-10-19
Index Fund Advisors, Inc.
INCREASED
Shares25,217 from 24,781
Change+436 (+2%)
Value$569.7K (-$11.2K)
Filed 2026-11-05
WealthPoint Financial, LLC
INCREASED
Shares25,137 from 22,897
Change+2,240 (+10%)
Value$567.8K (+$31.1K)
Filed 2026-11-03
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares24,728 from 22,659
Change+2,069 (+9%)
Value$558.6K (+$27.5K)
Filed 2026-10-13
Davenport & Co LLC
INCREASED
Shares24,524 from 23,973
Change+551 (+2%)
Value$554.0K (-$7.9K)
Filed 2026-10-14
TBH Global Asset Management, LLC
INCREASED
Shares24,215 from 18,736
Change+5,479 (+29%)
Value$772.0K (+$332.8K)
Filed 2026-11-03
Fifth Third Bancorp
DECREASED
Shares23,648 from 33,575
Change-9,927 (-30%)
Value$534.2K (-$252.8K)
Filed 2026-11-05
Walser Wealth Management Company, A Ltd Liability Co
INCREASED
Shares23,563 from 21,296
Change+2,267 (+11%)
Value$532.3K (+$33.1K)
Filed 2026-10-15
Ascent Group, LLC
DECREASED
Shares23,445 from 25,065
Change-1,620 (-6%)
Value$529.6K (-$57.9K)
Filed 2026-10-30
Portland Financial Advisors Inc
INCREASED
Shares23,192 from 21,821
Change+1,371 (+6%)
Value$523.9K (+$12.4K)
Filed 2026-10-26
Yoffe Investment Management, LLC
INCREASED
Shares23,190 from 22,997
Change+193 (+1%)
Value$523.9K (-$15.2K)
Filed 2026-11-02
Fermata Advisors, LLC
DECREASED
Shares22,854 from 42,223
Change-19,369 (-46%)
Value$516.3K (-$473.4K)
Filed 2026-10-13
Rockwood Wealth Management, LLC
INCREASED
Shares22,229 from 22,225
Change+4 (+0%)
Value$502.1K (-$18.8K)
Filed 2026-10-27
Synergy Asset Management, LLC
DECREASED
Shares22,227 from 22,927
Change-700 (-3%)
Value$502.1K (-$35.3K)
Filed 2026-11-05
Wavvest Wealth LLC
NEW
Shares22,069
Change+22,069
Value$498.5K
Filed 2026-10-21
WealthPlan Investment Management, LLC
INCREASED
Shares21,910 from 21,731
Change+179 (+1%)
Value$495.0K (-$14.4K)
Filed 2026-10-15
Meridian Wealth Management, LLC
DECREASED
Shares20,592 from 25,915
Change-5,323 (-21%)
Value$465.2K (-$142.3K)
Filed 2026-11-05
Fairman Group, LLC
UNCHANGED
Shares20,550 from 20,550
Change0 (0%)
Value$464.2K (-$17.5K)
Filed 2026-10-26
Partners Wealth Management, LLC
NEW
Shares20,285
Change+20,285
Value$458.2K
Filed 2026-10-28
Harbor Capital Advisors, Inc.
DECREASED
Shares20,152 from 60,520
Change-40,368 (-67%)
Value$455 (-$1.4M)
Filed 2026-10-22
Alamar Capital Management, LLC
NEW
Shares20,000
Change+20,000
Value$451.8K
Filed 2026-11-02
Avior Wealth Management, LLC
DECREASED
Shares19,985 from 20,277
Change-292 (-1%)
Value$451.5K (-$23.8K)
Filed 2026-10-13
Sowell Financial Services LLC
INCREASED
Shares19,915 from 8,799
Change+11,116 (+126%)
Value$449.9K (+$243.6K)
Filed 2026-10-23
Morton Brown Family Wealth, LLC
INCREASED
Shares19,910 from 8,938
Change+10,972 (+123%)
Value$449.8K (+$240.3K)
Filed 2026-10-23
Vise Technologies, Inc.
INCREASED
Shares19,570 from 16,314
Change+3,256 (+20%)
Value$442.1K (+$59.7K)
Filed 2026-10-29
Joseph P. Lucia & Associates, LLC
UNCHANGED
Shares19,476 from 19,476
Change0 (0%)
Value$440.0K (-$16.6K)
Filed 2026-10-30
Instrumental Wealth, LLC
INCREASED
Shares19,069 from 18,127
Change+942 (+5%)
Value$430.8K (+$5.9K)
Filed 2026-10-20
Brown Wealth Management, LLC
DECREASED
Shares18,967 from 31,554
Change-12,587 (-40%)
Value$428.5K (-$311.2K)
Filed 2026-10-20
LaFleur & Godfrey LLC
INCREASED
Shares18,877 from 18,646
Change+231 (+1%)
Value$426.4K (-$10.6K)
Filed 2026-10-27
Mcdonald Partners LLC
INCREASED
Shares18,737 from 17,426
Change+1,311 (+8%)
Value$423.3K (+$14.8K)
Filed 2026-11-03
Acorn Wealth Advisors, LLC
DECREASED
Shares18,415 from 18,755
Change-340 (-2%)
Value$416.0K (-$23.6K)
Filed 2026-10-19
Kelleher Financial Advisors
INCREASED
Shares18,398 from 17,995
Change+403 (+2%)
Value$415.6K (-$6.2K)
Filed 2026-10-30
Private Wealth Group, LLC
INCREASED
Shares18,181 from 17,717
Change+464 (+3%)
Value$410.7K (-$4.6K)
Filed 2026-10-19
Dynamic Advisor Solutions LLC
INCREASED
Shares18,168 from 15,456
Change+2,712 (+18%)
Value$410.4K (+$48.1K)
Filed 2026-10-13
Inscription Capital, LLC
DECREASED
Shares18,151 from 25,029
Change-6,878 (-27%)
Value$410.0K (-$176.6K)
Filed 2026-11-02
Cullen T Bankers, Inc.
INCREASED
Shares17,499 from 11,009
Change+6,490 (+59%)
Value$395.3K (+$137.2K)
Filed 2026-10-28
Lynx Investment Advisory
INCREASED
Shares17,375 from 16,796
Change+579 (+3%)
Value$392.5K (-$1.2K)
Filed 2026-10-27
Ballast Rock Private Wealth LLC
INCREASED
Shares17,125 from 16,824
Change+301 (+2%)
Value$386.9K (-$7.5K)
Filed 2026-10-26
Kingswood Wealth Advisors, LLC
DECREASED
Shares16,435 from 43,275
Change-26,840 (-62%)
Value$371.3K (-$643.1K)
Filed 2026-10-23
LexAurum Advisors, LLC
INCREASED
Shares16,424 from 9,439
Change+6,985 (+74%)
Value$371.0K (+$149.8K)
Filed 2026-10-19
Bright Futures Wealth Management, Llc.
INCREASED
Shares16,217 from 15,731
Change+486 (+3%)
Value$366.3K (-$2.4K)
Filed 2026-10-23
Garton & Associates Financial Advisors LLC
DECREASED
Shares16,099 from 16,108
Change-9 (0%)
Value$363.7K (-$13.9K)
Filed 2026-10-30
WPG Advisers, LLC
INCREASED
Shares15,979 from 15,895
Change+84 (+1%)
Value$361.0K (-$11.6K)
Filed 2026-10-27
Axxcess Wealth Management, LLC
INCREASED
Shares15,601 from 12,197
Change+3,404 (+28%)
Value$352.4K (+$66.5K)
Filed 2026-10-21
USA Financial Formulas
NEW
Shares15,534
Change+15,534
Value$350.9K
Filed 2026-10-16
Pinnacle Bancorp, Inc.
INCREASED
Shares15,251 from 14,370
Change+881 (+6%)
Value$344.5K (+$7.7K)
Filed 2026-10-21
Stonehaven Wealth & TAX Solutions, LLC
DECREASED
Shares15,158 from 18,629
Change-3,471 (-19%)
Value$342.4K (-$94.2K)
Filed 2026-10-22
Hegarty Advisors, LLC
INCREASED
Shares14,536 from 13,648
Change+888 (+7%)
Value$328.4K (+$8.5K)
Filed 2026-10-20
Key FInancial Inc
INCREASED
Shares14,328 from 13,568
Change+760 (+6%)
Value$323.7K (+$5.6K)
Filed 2026-11-02
Provenance Wealth Advisors, LLC
INCREASED
Shares14,222 from 13,794
Change+428 (+3%)
Value$321.3K (-$2.1K)
Filed 2026-10-30
Droms Strauss Advisors Inc
INCREASED
Shares14,127 from 13,582
Change+545 (+4%)
Value$319.1K (+$764)
Filed 2026-11-03
Peak Financial Advisors LLC
DECREASED
Shares13,960 from 14,145
Change-185 (-1%)
Value$315.4K (-$16.2K)
Filed 2026-10-28
Ellis Investment Partners, LLC
DECREASED
Shares13,901 from 14,292
Change-391 (-3%)
Value$314.0K (-$21.0K)
Filed 2026-10-21
Signal Advisors Wealth, LLC
INCREASED
Shares13,771 from 9,437
Change+4,334 (+46%)
Value$311.1K (+$89.9K)
Filed 2026-10-13
Linscomb Wealth, Inc.
UNCHANGED
Shares13,725 from 13,725
Change0 (0%)
Value$310.0K (-$11.7K)
Filed 2026-11-05
Grimes & Co Wealth Management, LLC
DECREASED
Shares13,412 from 20,144
Change-6,732 (-33%)
Value$303.0K (-$169.2K)
Filed 2026-10-29
Keeler Thomas Management LLC
DECREASED
Shares13,335 from 398,471
Change-385,136 (-97%)
Value$301.2K (-$9.0M)
Filed 2026-10-29
XY Planning Network, Inc.
INCREASED
Shares13,186 from 11,245
Change+1,941 (+17%)
Value$297.9K (+$34.3K)
Filed 2026-10-14
BCS Wealth Management
INCREASED
Shares13,130 from 10,834
Change+2,296 (+21%)
Value$296.6K (+$42.7K)
Filed 2026-11-03
Triumph Capital Management
DECREASED
Shares13,050 from 15,575
Change-2,525 (-16%)
Value$294.8K (-$70.3K)
Filed 2026-10-14
Phillips Financial Management, LLC
INCREASED
Shares12,852 from 11,570
Change+1,282 (+11%)
Value$290.3K (+$19.1K)
Filed 2026-10-19
Howard Wealth Management, LLC
DECREASED
Shares12,690 from 12,910
Change-220 (-2%)
Value$286.7K (-$15.9K)
Filed 2026-10-28
Leo Wealth, LLC
NEW
Shares12,495
Change+12,495
Value$282.3K
Filed 2026-10-26
HUB Investment Partners, LLC
INCREASED
Shares12,276 from 11,000
Change+1,276 (+12%)
Value$277.3K (+$19.5K)
Filed 2026-11-03
SeaBridge Investment Advisors LLC
NEW
Shares12,217
Change+12,217
Value$276.0K
Filed 2026-11-02
Oppenheimer & Co Inc
DECREASED
Shares12,059 from 14,315
Change-2,256 (-16%)
Value$272.4K (-$63.1K)
Filed 2026-10-26
Compass Wealth Management, LLC
NEW
Shares11,935
Change+11,935
Value$269.6K
Filed 2026-10-30
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares11,684 from 10,214
Change+1,470 (+14%)
Value$263.9K (+$24.5K)
Filed 2026-10-14
Westco Advisory Services Inc
DECREASED
Shares11,642 from 12,647
Change-1,005 (-8%)
Value$263.0K (-$33.5K)
Filed 2026-10-14
Laurel OAK Wealth Management, LLC
INCREASED
Shares11,615 from 9,531
Change+2,084 (+22%)
Value$262.4K (+$39.0K)
Filed 2026-10-19
MLG Wealth Management DBA Pine Grove Financial Group
NEW
Shares11,301
Change+11,301
Value$255.3K
Filed 2026-10-13
Capital Investment Advisory Services, LLC
INCREASED
Shares11,236 from 11,132
Change+104 (+1%)
Value$254.0K (-$7.0K)
Filed 2026-10-30
PMG Family Office LLC
INCREASED
Shares11,026 from 10,297
Change+729 (+7%)
Value$249.1K (+$7.7K)
Filed 2026-10-19
Valpey Financial Services, LLC
INCREASED
Shares10,965 from 8,544
Change+2,421 (+28%)
Value$247.7K (+$47.4K)
Filed 2026-10-30
Integrity Alliance, Llc.
INCREASED
Shares10,679 from 8,792
Change+1,887 (+21%)
Value$241.2K (+$35.2K)
Filed 2026-10-29
KWB Wealth
DECREASED
Shares10,429 from 11,243
Change-814 (-7%)
Value$235.6K (-$28.0K)
Filed 2026-10-16
Guidance Capital, Inc
NEW
Shares10,396
Change+10,396
Value$233.2K
Filed 2026-11-03
Mechanics Financial Corp
UNCHANGED
Shares10,390 from 10,390
Change0 (0%)
Value$234.7K (-$8.8K)
Filed 2026-11-05
Advisor Resource Council
INCREASED
Shares9,944 from 9,899
Change+45 (+0%)
Value$223.7K (-$7.6K)
Filed 2026-11-05
Spectrum Strategic Capital Management, LLC
DECREASED
Shares9,803 from 10,079
Change-276 (-3%)
Value$221.5K (-$14.8K)
Filed 2026-10-22
Obermeyer Wealth Partners
UNCHANGED
Shares9,795 from 9,795
Change0 (0%)
Value$221.3K (-$8.3K)
Filed 2026-10-21
Balefire, LLC
DECREASED
Shares9,712 from 35,302
Change-25,590 (-72%)
Value$219.4K (-$608.1K)
Filed 2026-10-09
Legacy Financial Strategies, LLC
UNCHANGED
Shares9,611 from 9,611
Change0 (0%)
Value$217.1K (-$8.2K)
Filed 2026-10-15
Mueller Wealth, LLC
DECREASED
Shares9,535 from 9,624
Change-89 (-1%)
Value$215.4K (-$10.2K)
Filed 2026-11-05
Avory & Company, LLC
INCREASED
Shares9,490 from 9,062
Change+428 (+5%)
Value$214.4K (+$2.0K)
Filed 2026-10-21
Attessa Capital LLC
NEW
Shares9,472
Change+9,472
Value$214.0K
Filed 2026-10-09
YHB Investment Advisors, Inc.
NEW
Shares9,412
Change+9,412
Value$212.6K
Filed 2026-10-08
Triad Wealth Partners, LLC
DECREASED
Shares9,393 from 15,002
Change-5,609 (-37%)
Value$212.2K (-$135.9K)
Filed 2026-10-26
Box Hill Private Wealth LLC
DECREASED
Shares9,325 from 10,173
Change-848 (-8%)
Value$210.7K (-$27.8K)
Filed 2026-10-05
Scott Capital Advisors, LLC
INCREASED
Shares9,279 from 9,181
Change+98 (+1%)
Value$209.2K (-$6.0K)
Filed 2026-10-13
BlueChip Wealth Advisors LLC
NEW
Shares9,232
Change+9,232
Value$208.6K
Filed 2026-11-03
Moneco Advisors, LLC
INCREASED
Shares9,066 from 9,061
Change+5 (+0%)
Value$204.8K (-$7.6K)
Filed 2026-11-05
Y-Intercept (Hong Kong) Ltd
NEW
Shares8,883
Change+8,883
Value$200.7K
Filed 2026-10-16
Breakwater Investment Management
NEW
Shares8,428
Change+8,428
Value$190.4K
Filed 2026-10-20
American National Bank & Trust
DECREASED
Shares8,000 from 8,002
Change-2 (0%)
Value$180.7K (-$6.8K)
Filed 2026-10-07
RHL Group, LLC
INCREASED
Shares7,872 from 5,095
Change+2,777 (+55%)
Value$177.8K (+$60.6K)
Filed 2026-11-04
Strategic Advocates LLC
INCREASED
Shares7,723 from 6,223
Change+1,500 (+24%)
Value$174.5K (+$28.6K)
Filed 2026-11-03
Duncker Streett & Co Inc
UNCHANGED
Shares6,870 from 6,870
Change0 (0%)
Value$155.2K (-$5.8K)
Filed 2026-10-27
Cape Investment Advisory, Inc.
DECREASED
Shares6,855 from 7,366
Change-511 (-7%)
Value$154.9K (-$17.8K)
Filed 2026-10-13
Concord Wealth Partners
NEW
Shares6,674
Change+6,674
Value$150.8K
Filed 2026-11-02
First Command Advisory Services, Inc.
INCREASED
Shares6,133 from 5,697
Change+436 (+8%)
Value$138.5K (+$5.0K)
Filed 2026-11-05
Realta Investment Advisors
DECREASED
Shares5,727 from 5,810
Change-83 (-1%)
Value$129.4K (-$6.8K)
Filed 2026-10-14
CoreCap Advisors, LLC
DECREASED
Shares5,674 from 7,039
Change-1,365 (-19%)
Value$128.2K (-$36.8K)
Filed 2026-10-08
Birch Financial Group, LLC
NEW
Shares4,899
Change+4,899
Value$110.7K
Filed 2026-10-27
TFC Financial Management, Inc.
UNCHANGED
Shares4,836 from 4,836
Change0 (0%)
Value$109.2K (-$4.1K)
Filed 2026-10-26
Clean Yield Group
DECREASED
Shares4,646 from 6,560
Change-1,914 (-29%)
Value$104.9K (-$48.8K)
Filed 2026-10-28
Brown, Lisle Ings, Inc.
INCREASED
Shares4,015 from 2,065
Change+1,950 (+94%)
Value$90.7K (+$42.3K)
Filed 2026-10-16
GK Wealth Management LLC
DECREASED
Shares3,856 from 16,147
Change-12,291 (-76%)
Value$87.1K (-$291.4K)
Filed 2026-10-09
Activest Wealth Management
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$72.3K (-$2.7K)
Filed 2026-10-15
Ascentis Independent Advisors
INCREASED
Shares3,152 from 400
Change+2,752 (+688%)
Value$71.2K (+$61.8K)
Filed 2026-11-03
Trust Co of Vermont
UNCHANGED
Shares3,127 from 3,127
Change0 (0%)
Value$70.6K (-$2.7K)
Filed 2026-10-21
Silver Grove Financial Group, Inc.
DECREASED
Shares2,984 from 4,675
Change-1,691 (-36%)
Value$67.4K (-$42.2K)
Filed 2026-11-05
Sunrise Financial Services, LLC
DECREASED
Shares2,424 from 4,930
Change-2,506 (-51%)
Value$54.8K (-$60.8K)
Filed 2026-10-21
Chapman Financial Group, LLC
INCREASED
Shares2,316 from 2,309
Change+7 (+0%)
Value$52.3K (-$1.8K)
Filed 2026-10-26
TD Waterhouse Canada Inc.
INCREASED
Shares1,844 from 1,807
Change+37 (+2%)
Value$41.4K (-$723)
Filed 2026-10-16
Signature Equity Partners, LLC
UNCHANGED
Shares1,770 from 1,770
Change0 (0%)
Value$40.0K (-$1.5K)
Filed 2026-10-29
Ashton Thomas Securities, LLC
DECREASED
Shares1,537 from 1,892
Change-355 (-19%)
Value$34.7K (-$9.6K)
Filed 2026-10-26
Private Trust Co NA
DECREASED
Shares1,497 from 1,553
Change-56 (-4%)
Value$33.8K (-$2.6K)
Filed 2026-10-20
Nfsg Corp
INCREASED
Shares1,334 from 1,325
Change+9 (+1%)
Value$30.1K (-$925)
Filed 2026-10-15
Parallel Advisors, LLC
INCREASED
Shares1,322 from 247
Change+1,075 (+435%)
Value$29.9K (+$24.1K)
Filed 2026-11-03
Larson Financial Group LLC
DECREASED
Shares1,317 from 18,815
Change-17,498 (-93%)
Value$29.8K (-$411.3K)
Filed 2026-11-05
Performa Ltd (US), LLC
NEW
Shares1,275
Change+1,275
Value$28.8K
Filed 2026-11-05
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares1,164 from 1,164
Change0 (0%)
Value$26.3K (-$989)
Filed 2026-10-27
Latitude Advisors, LLC
NEW
Shares1,136
Change+1,136
Value$25.7K
Filed 2026-10-27
Cranbrook Wealth Management, LLC
UNCHANGED
Shares1,091 from 1,091
Change0 (0%)
Value$24.6K (-$928)
Filed 2026-10-28
CX Institutional
DECREASED
Shares1,066 from 3,257
Change-2,191 (-67%)
Value$24 (-$52)
Filed 2026-10-02
James T. Borello RIA
UNCHANGED
Shares1,055 from 1,055
Change0 (0%)
Value$23.8K (-$897)
Filed 2026-10-16
DB Fitzpatrick & Co, Inc
UNCHANGED
Shares1,004 from 1,004
Change0 (0%)
Value$22.7K (-$854)
Filed 2026-10-19
Root Financial Partners, LLC
NEW
Shares913
Change+913
Value$20.6K
Filed 2026-10-21
EverSource Wealth Advisors, LLC
DECREASED
Shares844 from 847
Change-3 (0%)
Value$19.1K (-$790)
Filed 2026-11-04
Buck Wealth Strategies, LLC
UNCHANGED
Shares684 from 684
Change0 (0%)
Value$15.5K (-$581)
Filed 2026-10-28
Archer Investment Corp
UNCHANGED
Shares475 from 475
Change0 (0%)
Value$10.7K (-$404)
Filed 2026-11-05
Woodard & Co Asset Management Group Inc
UNCHANGED
Shares464 from 464
Change0 (0%)
Value$10.5K (-$394)
Filed 2026-11-03
Elevated Capital Advisors, LLC
DECREASED
Shares439 from 1,061
Change-622 (-59%)
Value$9.9K (-$14.9K)
Filed 2026-11-04
Blue Trust, Inc.
DECREASED
Shares394 from 772
Change-378 (-49%)
Value$8.9K (-$9.2K)
Filed 2026-10-15
Glass Jacobson Investment Advisors llc
NEW
Shares389
Change+389
Value$8.8K
Filed 2026-10-26
Physician Wealth Advisors, Inc.
DECREASED
Shares384 from 1,725
Change-1,341 (-78%)
Value$8.7K (-$31.8K)
Filed 2026-10-20
MidAtlantic Capital Management, Inc.
NEW
Shares285
Change+285
Value$6.4K
Filed 2026-11-05
Pflug Koory, LLC
INCREASED
Shares275 from 270
Change+5 (+2%)
Value$6.2K (-$120)
Filed 2026-10-26
Richardson Financial Services Inc.
INCREASED
Shares273 from 264
Change+9 (+3%)
Value$6.2K (-$21)
Filed 2026-10-30
Wolff Wiese Magana LLC
UNCHANGED
Shares229 from 229
Change0 (0%)
Value$5.2K (-$194)
Filed 2026-10-15
Kingdom Financial Group Llc.
INCREASED
Shares203 from 144
Change+59 (+41%)
Value$4.6K (+$1.2K)
Filed 2026-11-04
Central Trust Co
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$4.5K (-$170)
Filed 2026-11-05
Evolution Wealth Management Inc.
UNCHANGED
Shares184 from 184
Change0 (0%)
Value$4.2K (-$156)
Filed 2026-10-28
Investors Research Corp
NEW
Shares169
Change+169
Value$3.8K
Filed 2026-10-07
Hurley Capital, LLC
UNCHANGED
Shares151 from 151
Change0 (0%)
Value$3.4K (-$128)
Filed 2026-11-05
Signaturefd, LLC
DECREASED
Shares130 from 7,793
Change-7,663 (-98%)
Value$2.9K (-$179.7K)
Filed 2026-10-23
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares111 from 111
Change0 (0%)
Value$2.5K (-$95)
Filed 2026-11-02
Simplex Trading, LLC
DECREASED
Shares34 from 1,383
Change-1,349 (-98%)
Value$768 (-$31.6K)
Filed 2026-11-04
Tounjian Advisory Partners, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$361 (-$14)
Filed 2026-11-04
Compass Financial Management LLC
UNCHANGED
Shares12 from 12
Change0 (0%)
Value$271 (-$10)
Filed 2026-10-30
Neos Investment Management LLC
CLOSED
Shares0 from 2,994,391
Change-2,994,391 (-100%)
Value$0 (-$69.8M)
Filed 2026-11-04
iA Global Asset Management Inc.
CLOSED
Shares0 from 1,645,502
Change-1,645,502 (-100%)
Value$0 (-$38.6M)
Filed 2026-10-29
Donoghue Forlines LLC
CLOSED
Shares0 from 1,377,655
Change-1,377,655 (-100%)
Value$0 (-$32.3M)
Filed 2026-11-02
New York Life Investment Management LLC
CLOSED
Shares0 from 716,537
Change-716,537 (-100%)
Value$0 (-$16.8M)
Filed 2026-11-04
5th Street Advisors, LLC
CLOSED
Shares0 from 495,546
Change-495,546 (-100%)
Value$0 (-$11.6M)
Filed 2026-11-04
Childress Capital Advisors, LLC
CLOSED
Shares0 from 198,890
Change-198,890 (-100%)
Value$0 (-$4.7M)
Filed 2026-10-28
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 76,483
Change-76,483 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-27
Tempus Wealth Planning, LLC
CLOSED
Shares0 from 52,438
Change-52,438 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-14
Heritage OAK Wealth Advisors LLC
CLOSED
Shares0 from 48,856
Change-48,856 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-14
Sunesis Advisors, LLC
CLOSED
Shares0 from 32,395
Change-32,395 (-100%)
Value$0 (-$759.3K)
Filed 2026-10-26
Visionary Wealth Advisors
CLOSED
Shares0 from 27,353
Change-27,353 (-100%)
Value$0 (-$641.2K)
Filed 2026-11-04
Wesbanco Bank Inc
CLOSED
Shares0 from 23,000
Change-23,000 (-100%)
Value$0 (-$535.9K)
Filed 2026-11-04
Sightline Wealth Advisors, LLC
CLOSED
Shares0 from 13,243
Change-13,243 (-100%)
Value$0 (-$310.4K)
Filed 2026-10-21
Summit Financial Wealth Advisors, LLC
CLOSED
Shares0 from 9,300
Change-9,300 (-100%)
Value$0 (-$218.0K)
Filed 2026-10-15
Strategic Blueprint, LLC
CLOSED
Shares0 from 8,837
Change-8,837 (-100%)
Value$0 (-$207.1K)
Filed 2026-10-22
Financial Life Advisors
CLOSED
Shares0 from 8,727
Change-8,727 (-100%)
Value$0 (-$204.6K)
Filed 2026-10-14
Lane Brothers & Co Inc
CLOSED
Shares0 from 8,725
Change-8,725 (-100%)
Value$0 (-$204.5K)
Filed 2026-11-02
International Assets Investment Management, LLC
CLOSED
Shares0 from 6,706
Change-6,706 (-100%)
Value$0 (-$156.3K)
Filed 2026-11-02
AdvisorNet Financial, Inc
CLOSED
Shares0 from 6,398
Change-6,398 (-100%)
Value$0 (-$150.0K)
Filed 2026-10-15
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 659
Change-659 (-100%)
Value$0 (-$15.4K)
Filed 2026-10-26
Cornerstone Planning Group LLC
CLOSED
Shares0 from 378
Change-378 (-100%)
Value$0 (-$8.8K)
Filed 2026-10-16
Bank of America Corp
N/A
Shares— from 29,646,388
Change-29,646,388 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 21,167,136
Change-21,167,136 (-100%)
Value—
Ilmarinen Mutual Pension Insurance Co
N/A
Shares— from 20,950,000
Change-20,950,000 (-100%)
Value—
Elo Mutual Pension Insurance Co
N/A
Shares— from 14,297,990
Change-14,297,990 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 12,303,896
Change-12,303,896 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 9,808,661
Change-9,808,661 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 9,384,581
Change-9,384,581 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 8,848,319
Change-8,848,319 (-100%)
Value—
Municipal Employees' Retirement System of Michigan
N/A
Shares— from 8,191,734
Change-8,191,734 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 7,045,830
Change-7,045,830 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 6,981,977
Change-6,981,977 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 4,753,003
Change-4,753,003 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 4,250,148
Change-4,250,148 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 3,973,776
Change-3,973,776 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 3,705,252
Change-3,705,252 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 3,543,042
Change-3,543,042 (-100%)
Value—
Kensington Asset Management, LLC
N/A
Shares— from 3,453,978
Change-3,453,978 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,566,978
Change-2,566,978 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,170,858
Change-2,170,858 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 2,096,034
Change-2,096,034 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 2,042,877
Change-2,042,877 (-100%)
Value—
Toews Corp
N/A
Shares— from 1,932,100
Change-1,932,100 (-100%)
Value—
State Street Corp
N/A
Shares— from 1,866,599
Change-1,866,599 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,493,971
Change-1,493,971 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 1,344,187
Change-1,344,187 (-100%)
Value—
CNO Financial Group, Inc.
N/A
Shares— from 1,279,000
Change-1,279,000 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,217,495
Change-1,217,495 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 1,209,597
Change-1,209,597 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 1,165,570
Change-1,165,570 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,163,551
Change-1,163,551 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 1,151,371
Change-1,151,371 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 1,107,255
Change-1,107,255 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,085,721
Change-1,085,721 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,036,240
Change-1,036,240 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 978,295
Change-978,295 (-100%)
Value—
Alaska Permanent Capital Management, LLC
N/A
Shares— from 885,285
Change-885,285 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 781,210
Change-781,210 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 780,662
Change-780,662 (-100%)
Value—
Nepc LLC
N/A
Shares— from 750,656
Change-750,656 (-100%)
Value—
SAM Advisors, LLC
N/A
Shares— from 746,103
Change-746,103 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 742,729
Change-742,729 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 740,937
Change-740,937 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 737,048
Change-737,048 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 638,026
Change-638,026 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 601,456
Change-601,456 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 598,550
Change-598,550 (-100%)
Value—
SSI Investment Management LLC
N/A
Shares— from 584,134
Change-584,134 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 579,909
Change-579,909 (-100%)
Value—
Hilltop Partners LLC
N/A
Shares— from 555,583
Change-555,583 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 524,673
Change-524,673 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 521,002
Change-521,002 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 506,929
Change-506,929 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 415,393
Change-415,393 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 398,460
Change-398,460 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 395,267
Change-395,267 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 382,305
Change-382,305 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 380,909
Change-380,909 (-100%)
Value—
Pinnacle Wealth Management, LLC
N/A
Shares— from 376,967
Change-376,967 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 371,477
Change-371,477 (-100%)
Value—
&partners
N/A
Shares— from 356,045
Change-356,045 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 355,300
Change-355,300 (-100%)
Value—
Stadion Money Management, LLC
N/A
Shares— from 352,546
Change-352,546 (-100%)
Value—
NewSquare Capital LLC
N/A
Shares— from 345,738
Change-345,738 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 343,849
Change-343,849 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 343,693
Change-343,693 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 334,333
Change-334,333 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 332,710
Change-332,710 (-100%)
Value—
Cambria Investment Management, L.P.
N/A
Shares— from 329,256
Change-329,256 (-100%)
Value—
Horizon Investment Services, LLC
N/A
Shares— from 316,455
Change-316,455 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 292,641
Change-292,641 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 289,526
Change-289,526 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 279,687
Change-279,687 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 278,112
Change-278,112 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 275,908
Change-275,908 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 270,289
Change-270,289 (-100%)
Value—
Optas, LLC
N/A
Shares— from 266,576
Change-266,576 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 260,504
Change-260,504 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 260,443
Change-260,443 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 259,252
Change-259,252 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 257,184
Change-257,184 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 252,723
Change-252,723 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 246,794
Change-246,794 (-100%)
Value—
Impact Partnership Wealth, LLC
N/A
Shares— from 229,119
Change-229,119 (-100%)
Value—
49 Wealth Management, LLC
N/A
Shares— from 219,144
Change-219,144 (-100%)
Value—
Alongside, LLC
N/A
Shares— from 219,144
Change-219,144 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 213,174
Change-213,174 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 211,468
Change-211,468 (-100%)
Value—
Alaska Wealth Advisors, LLC
N/A
Shares— from 205,021
Change-205,021 (-100%)
Value—
Carl P. Sherr & Co., LLC
N/A
Shares— from 204,072
Change-204,072 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 190,460
Change-190,460 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 190,127
Change-190,127 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 184,906
Change-184,906 (-100%)
Value—
Jordan Park Group LLC
N/A
Shares— from 184,387
Change-184,387 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 183,490
Change-183,490 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 183,157
Change-183,157 (-100%)
Value—
Stephens Inc
N/A
Shares— from 180,273
Change-180,273 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 170,492
Change-170,492 (-100%)
Value—
Planwiser Financial, LLC
N/A
Shares— from 157,816
Change-157,816 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 155,994
Change-155,994 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 141,200
Change-141,200 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 135,727
Change-135,727 (-100%)
Value—
Mission Hills Financial Advisory, LLC
N/A
Shares— from 128,507
Change-128,507 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 126,901
Change-126,901 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 125,427
Change-125,427 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 122,603
Change-122,603 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 117,546
Change-117,546 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 117,493
Change-117,493 (-100%)
Value—
Foster & Motley Inc
N/A
Shares— from 113,681
Change-113,681 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 109,346
Change-109,346 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 107,079
Change-107,079 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 106,827
Change-106,827 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 106,535
Change-106,535 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 105,886
Change-105,886 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 105,000
Change-105,000 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 104,772
Change-104,772 (-100%)
Value—
Cannon Wealth Management Services, LLC
N/A
Shares— from 104,368
Change-104,368 (-100%)
Value—
Global Endowment Management, LP
N/A
Shares— from 94,519
Change-94,519 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 92,363
Change-92,363 (-100%)
Value—
Nikulski Financial, Inc.
N/A
Shares— from 88,026
Change-88,026 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 86,181
Change-86,181 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 86,113
Change-86,113 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 84,796
Change-84,796 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 73,090
Change-73,090 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 67,581
Change-67,581 (-100%)
Value—
F/m Investments LLC
N/A
Shares— from 66,060
Change-66,060 (-100%)
Value—
TRB Wealth Management, LLC
N/A
Shares— from 63,208
Change-63,208 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 59,877
Change-59,877 (-100%)
Value—
Symphony Financial Services, Inc.
N/A
Shares— from 58,075
Change-58,075 (-100%)
Value—
Strategic Financial Planning, Inc.
N/A
Shares— from 57,588
Change-57,588 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 55,708
Change-55,708 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 55,331
Change-55,331 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 54,030
Change-54,030 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 51,851
Change-51,851 (-100%)
Value—
Note Advisors, LLC
N/A
Shares— from 50,622
Change-50,622 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 48,001
Change-48,001 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 47,712
Change-47,712 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 47,497
Change-47,497 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 47,258
Change-47,258 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 44,927
Change-44,927 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 43,871
Change-43,871 (-100%)
Value—
Cassady Wealth & Retirement Planning, LLC
N/A
Shares— from 43,335
Change-43,335 (-100%)
Value—
Capital Investment Management, Inc.
N/A
Shares— from 42,920
Change-42,920 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 42,398
Change-42,398 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 42,185
Change-42,185 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 40,999
Change-40,999 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 40,674
Change-40,674 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 37,461
Change-37,461 (-100%)
Value—
Cumberland Partners Ltd
N/A
Shares— from 37,291
Change-37,291 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 36,713
Change-36,713 (-100%)
Value—
Peregrine Asset Advisers, Inc.
N/A
Shares— from 36,219
Change-36,219 (-100%)
Value—
Capitolis Liquid Global Markets LLC
N/A
Shares— from 36,000
Change-36,000 (-100%)
Value—
Zacks Investment Management
N/A
Shares— from 35,236
Change-35,236 (-100%)
Value—
Sandro Wealth Management LLC
N/A
Shares— from 32,418
Change-32,418 (-100%)
Value—
Nwam LLC
N/A
Shares— from 31,788
Change-31,788 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 31,666
Change-31,666 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 30,706
Change-30,706 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 29,820
Change-29,820 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 28,600
Change-28,600 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 27,608
Change-27,608 (-100%)
Value—
Sanchez Levi Garrett
N/A
Shares— from 26,682
Change-26,682 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 26,500
Change-26,500 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 26,477
Change-26,477 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 26,197
Change-26,197 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 24,396
Change-24,396 (-100%)
Value—
Petra Financial Advisors Inc
N/A
Shares— from 23,964
Change-23,964 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 23,678
Change-23,678 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 23,649
Change-23,649 (-100%)
Value—
NorthStar Asset Management LLC
N/A
Shares— from 23,581
Change-23,581 (-100%)
Value—
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A
Shares— from 23,398
Change-23,398 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 23,311
Change-23,311 (-100%)
Value—
Compass Capital Corp
N/A
Shares— from 22,287
Change-22,287 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 21,873
Change-21,873 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 21,422
Change-21,422 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 21,343
Change-21,343 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 21,276
Change-21,276 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 21,253
Change-21,253 (-100%)
Value—
WealthTrak Capital Management LLC
N/A
Shares— from 20,822
Change-20,822 (-100%)
Value—
Blair William & Co
N/A
Shares— from 20,223
Change-20,223 (-100%)
Value—
Zinnia Wealth Advisory, LLC
N/A
Shares— from 19,568
Change-19,568 (-100%)
Value—
FMR LLC
N/A
Shares— from 19,563
Change-19,563 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 18,855
Change-18,855 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 18,728
Change-18,728 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 18,428
Change-18,428 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 18,380
Change-18,380 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 18,113
Change-18,113 (-100%)
Value—
Texas Capital Bank Wealth Management Services Inc
N/A
Shares— from 18,094
Change-18,094 (-100%)
Value—
Betterment LLC
N/A
Shares— from 17,543
Change-17,543 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 17,215
Change-17,215 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 17,156
Change-17,156 (-100%)
Value—
Strategic Investment Advisors / MI
N/A
Shares— from 15,351
Change-15,351 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 14,976
Change-14,976 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 13,929
Change-13,929 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 13,725
Change-13,725 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 13,308
Change-13,308 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 13,127
Change-13,127 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 12,574
Change-12,574 (-100%)
Value—
FSB Premier Wealth Management, Inc.
N/A
Shares— from 12,152
Change-12,152 (-100%)
Value—
Ariadne Wealth Management, LP
N/A
Shares— from 12,135
Change-12,135 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 12,000
Change-12,000 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 11,656
Change-11,656 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 11,193
Change-11,193 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 11,066
Change-11,066 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 10,778
Change-10,778 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 10,475
Change-10,475 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 10,437
Change-10,437 (-100%)
Value—
S Harris Financial Group, LLC
N/A
Shares— from 10,195
Change-10,195 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 9,655
Change-9,655 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 9,294
Change-9,294 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 9,160
Change-9,160 (-100%)
Value—
Centennial Bank
N/A
Shares— from 9,159
Change-9,159 (-100%)
Value—
Severin Investments, LLC
N/A
Shares— from 9,084
Change-9,084 (-100%)
Value—
Klcm Advisors, Inc.
N/A
Shares— from 8,945
Change-8,945 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 8,938
Change-8,938 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 8,789
Change-8,789 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 8,270
Change-8,270 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 7,945
Change-7,945 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 7,275
Change-7,275 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 7,045
Change-7,045 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 6,352
Change-6,352 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 5,609
Change-5,609 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 4,663
Change-4,663 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 4,596
Change-4,596 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 4,371
Change-4,371 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 3,864
Change-3,864 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 3,684
Change-3,684 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 2,844
Change-2,844 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,427
Change-2,427 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 2,350
Change-2,350 (-100%)
Value—
BOK Financial Private Wealth, Inc.
N/A
Shares— from 2,209
Change-2,209 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 2,179
Change-2,179 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 2,150
Change-2,150 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 2,100
Change-2,100 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 2,017
Change-2,017 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,989
Change-1,989 (-100%)
Value—
Meramec Financial Planners, LLC
N/A
Shares— from 1,552
Change-1,552 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 1,364
Change-1,364 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 1,217
Change-1,217 (-100%)
Value—
Urban Financial Advisory Corp
N/A
Shares— from 1,185
Change-1,185 (-100%)
Value—
South Plains Financial, Inc.
N/A
Shares— from 996
Change-996 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 933
Change-933 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 861
Change-861 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 843
Change-843 (-100%)
Value—
Top Private Wealth Llc.
N/A
Shares— from 815
Change-815 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 767
Change-767 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 738
Change-738 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 440
Change-440 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 437
Change-437 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 432
Change-432 (-100%)
Value—
Rogco, LP
N/A
Shares— from 428
Change-428 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 423
Change-423 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 233
Change-233 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 141
Change-141 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 105
Change-105 (-100%)
Value—
Park Square Financial Group, LLC
N/A
Shares— from 73
Change-73 (-100%)
Value—
Motco
N/A
Shares— from 24
Change-24 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 6
Change-6 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 4
Change-4 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 2
Change-2 (-100%)
Value—
Status
State of Wyoming
NEW16,436,100—+16,436,100——$371.3M—2026-10-28
Vantagepoint Investment Advisers LLC
INCREASED7,601,3907,482,790+118,600+2%$175.4M$171.7M-$3.7M2026-10-26
US Bancorp \de\
INCREASED7,554,2127,165,855+388,357+5%$168.0M$170.6M+$2.7M2026-11-05
Ocean Park Asset Management, LLC
DECREASED5,710,0006,080,823-370,823-6%$142.5M$129.0M-$13.5M2026-10-21
Adventist Health System Sunbelt Healthcare Corp
NEW4,662,893—+4,662,893——$105.3M—2026-11-02
Asset Management One Co., Ltd.
DECREASED4,539,8205,253,420-713,600-14%$123.1M$102.6M-$20.6M2026-10-27
Allspring Global Investments Holdings, LLC
INCREASED4,500,4491,138,779+3,361,670+295%$26.7M$101.7M+$75.0M2026-11-04
Creative Planning
DECREASED4,285,0134,593,718-308,705-7%$107.7M$96.8M-$10.9M2026-11-02
Conning Inc.
UNCHANGED2,726,0042,726,00400%$63.9M$61.6M-$2.3M2026-10-27
Exchange Traded Concepts, LLC
INCREASED2,489,5732,466,721+22,852+1%$57.8M$56.2M-$1.6M2026-10-28
Apella Capital, LLC
INCREASED2,138,7871,803,063+335,724+19%$42.1M$48.2M+$6.1M2026-10-08
Bokf, NA
INCREASED2,133,0281,744,546+388,482+22%$40.9M$48.2M+$7.3M2026-10-27
Assetmark, Inc
INCREASED1,571,3801,514,621+56,759+4%$35.5M$35.5M-$5.2K2026-10-21
State of New Jersey Common Pension Fund D
UNCHANGED1,566,8581,566,85800%$36.7M$35.4M-$1.3M2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED1,560,4901,494,343+66,147+4%$35.0M$35.3K-$35.0M2026-11-02
Iowa State Bank
INCREASED1,535,0081,435,573+99,435+7%$33.6M$34.7M+$1.0M2026-10-06
Truist Financial Corp
INCREASED1,386,5081,355,880+30,628+2%$31.8M$31.3M-$460.6K2026-10-30
Diversify Wealth Management, LLC
INCREASED1,383,2691,374,361+8,908+1%$31.9M$31.2M-$733.9K2026-10-20
Diversify Advisory Services, LLC
INCREASED1,383,2691,374,361+8,908+1%$31.9M$31.2M-$733.9K2026-10-20
Kohmann Bosshard Financial Services, LLC
INCREASED1,307,4151,251,852+55,563+4%$29.3M$29.5M+$191.1K2026-11-04
Smith Salley Wealth Management
INCREASED1,286,415715,925+570,490+80%$16.8M$29.1M+$12.3M2026-11-03
Bank of New York Mellon Corp
INCREASED1,237,106942,535+294,571+31%$22.1M$27.9M+$5.9M2026-11-05
RFG Holdings, Inc.
INCREASED1,059,9101,016,827+43,083+4%$23.8M$23.4M-$428.7K2026-10-30
Thrivent Financial for Lutherans
DECREASED1,040,6451,221,638-180,993-15%$28.6M$23.4K-$28.6M2026-11-05
Cornerstone Enterprises, LLC
DECREASED1,017,8021,643,374-625,572-38%$38.5M$23.0M-$15.5M2026-10-15
AlphaStar Capital Management, LLC
INCREASED1,017,372907,253+110,119+12%$21.3M$23.0M+$1.7M2026-10-16
Asset Allocation & Management Company, LLC
UNCHANGED804,501804,50100%$18.9K$18.2K-$6842026-10-13
TSG Advice Partners, LLC
NEW761,824—+761,824——$17.9M—2026-10-29
Willis Johnson Wealth, Inc.
INCREASED715,689698,761+16,928+2%$16.4M$16.2M-$211.5K2026-11-03
Choreo, LLC
INCREASED711,528449,900+261,628+58%$10.5M$16.1M+$5.5M2026-10-28
MGO One Seven LLC
INCREASED685,164634,522+50,642+8%$14.9M$15.5M+$604.6K2026-10-28
Financial Futures Ltd Liability Co.
DECREASED658,458681,170-22,712-3%$16.0M$14.9M-$1.1M2026-10-13
Farther Finance Advisors, LLC
INCREASED642,724633,578+9,146+1%$14.9M$14.5M-$332.0K2026-10-08
Kestra Advisory Services, LLC
INCREASED635,711599,927+35,784+6%$14.1M$14.4M+$298.4K2026-11-02
Retiremitten Financial LLC
DECREASED621,741642,152-20,411-3%$15.1M$14.1M-$957.2K2026-11-05
DT Investment Partners, LLC
INCREASED536,539495,845+40,694+8%$11.6M$12.1M+$497.8K2026-10-27
Horizon Financial Services, LLC
INCREASED529,293509,747+19,546+4%$11.9M$12.0M+$8.2K2026-11-04
Syntegra Private Wealth Group, LLC
DECREASED522,594548,569-25,975-5%$12.9M$11.8M-$1.1M2026-10-13
S&A Financial Services, Inc.
INCREASED514,269483,315+30,954+6%$11.3M$11.6M+$288.4K2026-11-03
Moller Wealth Partners
INCREASED487,810392,827+94,983+24%$9.2M$11.0M+$1.8M2026-10-15
Carolina Wealth Advisors, LLC
INCREASED447,412422,552+24,860+6%$9.9M$10.1M+$202.4K2026-10-23
Trek Financial, LLC
NEW440,977—+440,977——$10.0M—2026-10-29
Grey Fox Wealth Advisors, LLC
NEW424,072—+424,072——$9.6M—2026-11-03
Csenge Advisory Group
INCREASED381,345365,215+16,130+4%$8.6M$8.6M+$53.9K2026-11-04
Financial Advisory Partners, LLC
DECREASED376,407473,062-96,655-20%$11.1M$8.5M-$2.6M2026-10-23
Sound Income Strategies, LLC
INCREASED371,570369,907+1,663+0%$8.7M$8.4M-$295.4K2026-10-09
Fifth Third Securities, Inc.
INCREASED364,743350,060+14,683+4%$8.2M$8.2M+$34.1K2026-10-21
Omega Financial Group, LLC
INCREASED359,019355,595+3,424+1%$8.3M$8.1M-$224.9K2026-10-29
Quartz Partners, LLC
DECREASED353,295467,208-113,913-24%$11.0M$8.0M-$3.0M2026-11-03
Stackstone Wealth, LLC
NEW339,816—+339,816——$7.7M—2026-10-19
Central Pacific Bank - Trust Division
INCREASED314,960263,335+51,625+20%$6.2M$7.1M+$942.4K2026-10-06
Bensler, LLC
DECREASED307,715378,760-71,045-19%$8.9M$7.0M-$1.9M2026-11-05
SigFig Wealth Management, LLC
INCREASED303,575263,612+39,963+15%$6.2M$6.9M+$676.1K2026-10-07
Maia Wealth LLC
INCREASED301,371239,742+61,629+26%$5.6M$6.8M+$1.2M2026-10-19
Simplicity Wealth,LLC
INCREASED298,661278,790+19,871+7%$6.5M$6.7M+$211.9K2026-10-23
Strategic Financial Group, LLC
INCREASED295,560164,163+131,397+80%$3.8M$6.7M+$2.8M2026-10-08
Aire Advisors, LLC
INCREASED283,015270,989+12,026+4%$6.4M$6.4M+$41.3K2026-10-22
RFG Advisory, LLC
INCREASED279,818237,138+42,680+18%$5.6M$6.3M+$762.6K2026-11-03
HF Advisory Group, LLC
INCREASED279,407253,222+26,185+10%$5.9M$6.3M+$376.3K2026-10-09
Hurlow Wealth Management Group, Inc.
INCREASED275,154250,032+25,122+10%$5.9M$6.2M+$355.0K2026-10-29
Arvest Investments, Inc.
INCREASED255,669242,141+13,528+6%$5.7M$5.8M+$99.8K2026-10-21
Concurrent Investment Advisors, LLC
DECREASED238,042267,352-29,310-11%$6.3M$5.4M-$889.4K2026-10-16
Winthrop Capital Management, LLC
INCREASED235,242228,145+7,097+3%$5.3M$5.3M-$33.9K2026-11-05
Vicus Capital
DECREASED226,870234,731-7,861-3%$5.5M$5.1M-$377.1K2026-11-05
Curran Financial Partners, LLC
INCREASED218,691185,462+33,229+18%$4.3M$4.9M+$593.0K2026-11-04
Wealth Enhancement Advisory Services, LLC
DECREASED211,813226,448-14,635-6%$5.3M$4.8M-$508.8K2026-10-13
Retirement Planning Group, LLC
DECREASED210,924211,339-4150%$5.0M$4.8M-$189.0K2026-10-19
IFP Advisors, Inc
DECREASED201,091202,937-1,846-1%$4.8M$4.5M-$214.2K2026-10-16
Hobart Private Capital, LLC
INCREASED192,657185,103+7,554+4%$4.3M$4.4M+$13.3K2026-10-19
Diversified Enterprises, LLC
INCREASED192,133173,484+18,649+11%$4.1M$4.3M+$273.8K2026-10-19
Bauman Advisory Group, LLC
DECREASED188,155218,613-30,458-14%$5.1M$4.3M-$873.9K2026-10-29
Verus Wealth Management, LLC
INCREASED185,536181,764+3,772+2%$4.3M$4.2M-$69.3K2026-10-13
Founders Financial Securities LLC
NEW183,910—+183,910——$4.2M—2026-10-28
CGN Advisors LLC
INCREASED182,714169,360+13,354+8%$4.0M$4.1M+$157.7K2026-10-21
Citigroup Inc
INCREASED177,483137,204+40,279+29%$3.2M$4.0M+$793.3K2026-11-04
Lanark Financial, Inc.
DECREASED170,391187,043-16,652-9%$4.4M$3.8M-$535.2K2026-10-26
Onyx Bridge Wealth Group LLC
DECREASED168,551495,553-327,002-66%$11.6M$3.8M-$7.8M2026-10-16
Meriwether Wealth & Planning, LLC
INCREASED164,108155,345+8,763+6%$3.6M$3.7M+$65.9K2026-10-13
Appleton Partners Inc
INCREASED163,762155,989+7,773+5%$3.7M$3.7K-$3.7M2026-10-30
Great Diamond Partners, LLC
INCREASED158,805151,055+7,750+5%$3.5M$3.6M+$46.7K2026-10-13
K2 Financial Inc.
INCREASED156,055148,763+7,292+5%$3.5M$3.5M+$48.7K2026-10-26
Ashton Thomas Private Wealth, LLC
DECREASED149,591187,494-37,903-20%$4.4M$3.4M-$1.0M2026-11-03
Brighton Securities Corp.
INCREASED148,872144,588+4,284+3%$3.4M$3.4M-$26.1K2026-10-08
Ironwood Financial, llc
INCREASED144,834127,326+17,508+14%$3.0M$3.3M+$307.6K2026-10-20
Michels Family Financial, LLC
INCREASED143,341136,293+7,048+5%$3.2M$3.2M+$43.4K2026-11-02
rebel Financial LLC
NEW139,865—+139,865——$3.2M—2026-11-04
Towne Trust Company, N.a
INCREASED138,690134,155+4,535+3%$3.1M$3.1M-$11.6K2026-10-28
Flagship Harbor Advisors, LLC
INCREASED136,861113,786+23,075+20%$2.7M$3.1M+$424.5K2026-10-26
Cedar Point Capital Partners, LLC
DECREASED136,063138,497-2,434-2%$3.2M$3.1M-$172.7K2026-10-29
Calamos Advisors LLC
UNCHANGED134,589134,58900%$3.2M$3.0M-$114.4K2026-11-02
Brookstone Capital Management
INCREASED132,894120,399+12,495+10%$2.8M$3.0M+$179.9K2026-10-22
Perigon Wealth Management, LLC
INCREASED132,705129,284+3,421+3%$3.0M$3.0M-$32.6K2026-10-22
Compound Planning, Inc.
DECREASED129,317139,317-10,000-7%$3.3M$2.9M-$344.3K2026-11-05
Serenity Investment Advisors
INCREASED128,763127,299+1,464+1%$3.0M$2.9M-$57.3K2026-10-30
Fiduciary Alliance LLC
INCREASED124,456122,017+2,439+2%$2.9M$2.8M-$48.6K2026-10-13
Veery Capital, LLC
INCREASED123,883117,080+6,803+6%$2.7M$2.8M+$54.2K2026-10-07
Timonier Family Office, Ltd.
INCREASED121,968121,121+847+1%$2.8M$2.8M-$83.8K2026-11-03
StoneX Group Inc.
INCREASED121,129106,646+14,483+14%$2.5M$2.7M+$236.5K2026-11-03
SBI Securities Co., Ltd.
INCREASED119,37293,456+25,916+28%$2.2M$2.7M+$506.0K2026-10-22
Auour Investments LLC
INCREASED117,430117,179+251+0%$2.7M$2.7M-$93.9K2026-10-28
MCF Advisors LLC
INCREASED108,138107,952+186+0%$2.5M$2.4M-$87.6K2026-10-28
Sound Stewardship, LLC
INCREASED107,586104,502+3,084+3%$2.4M$2.4M-$19.2K2026-10-14
Wealth Forward, LLC
DECREASED106,896234,315-127,419-54%$5.5M$2.4M-$3.1M2026-10-14
Commonwealth Equity Services, LLC
INCREASED106,56898,393+8,175+8%$2.3M$2.4M+$101.0K2026-11-02
Elm3 Financial Group, LLC
DECREASED104,194106,362-2,168-2%$2.5M$2.4M-$139.4K2026-10-07
Martel Wealth Advisors LLC
INCREASED99,53597,475+2,060+2%$2.3M$2.2M-$36.3K2026-10-14
LVZ, Inc.
INCREASED99,08397,338+1,745+2%$2.3M$2.2M-$43.3K2026-10-20
Convergence Financial, LLC
DECREASED98,760190,926-92,166-48%$4.5M$2.2M-$2.2M2026-10-27
Heritage Family Offices, LLP
INCREASED98,40176,483+21,918+29%$1.8M$2.2M+$430.1K2026-11-02
Sovran Advisors, LLC
INCREASED96,92069,525+27,395+39%$1.6M$2.2M+$582.0K2026-11-02
Tenzing Financial LLC
INCREASED96,67692,896+3,780+4%$2.2M$2.2M-$1.6K2026-11-03
Allstreet Capital Advisors LLC
DECREASED96,360104,380-8,020-8%$2.4M$2.2M-$269.9K2026-11-04
Lantern Wealth Advisors, LLC
INCREASED96,11494,384+1,730+2%$2.2M$2.2M-$41.1K2026-10-22
Amicus Financial Advisors, LLC
INCREASED96,11167,347+28,764+43%$1.6M$2.2M+$592.5K2026-11-03
Atlas Private Wealth Advisors
DECREASED91,138116,453-25,315-22%$2.7M$2.1M-$670.8K2026-10-23
Kathmere Capital Management, LLC
INCREASED90,35117,756+72,595+409%$416.2K$2.0M+$1.6M2026-10-20
Capital Wealth Management, LLC
INCREASED87,43053,905+33,525+62%$1.3M$2.0M+$711.5K2026-10-27
Three Arch Wealth Management LLC
INCREASED86,52486,363+161+0%$2.0M$2.0M-$69.8K2026-10-20
Prospera Financial Services Inc
NEW86,520—+86,520——$2.0M—2026-11-04
Autumn Glory Partners, LLC
UNCHANGED83,54283,54200%$2.0M$1.9M-$71.0K2026-10-26
Sheets Smith Wealth Management
INCREASED79,59579,412+183+0%$1.9M$1.8M-$63.4K2026-10-16
United Advisor Group, LLC
DECREASED79,27888,096-8,818-10%$2.1M$1.8M-$274.1K2026-11-03
Aurora Private Wealth, Inc.
DECREASED74,10876,404-2,296-3%$1.8M$1.7K-$1.8M2026-10-20
Rede Wealth, LLC
INCREASED73,04766,516+6,531+10%$1.6M$1.7M+$91.0K2026-10-22
Wedbush Securities Inc
INCREASED71,18552,178+19,007+36%$1.2M$1.6K-$1.2M2026-10-22
J.W. Cole Advisors, Inc.
DECREASED68,17570,057-1,882-3%$1.6M$1.5M-$102.1K2026-11-05
Garde Capital, Inc.
UNCHANGED66,81766,81700%$1.6M$1.5M-$56.8K2026-10-29
FAI Advisors, Inc.
INCREASED66,27666,117+159+0%$1.5M$1.5M-$52.6K2026-10-27
Systelligence, LLC
DECREASED59,611185,053-125,442-68%$4.3M$15.5M+$11.2M2026-11-05
Exchange Bank
INCREASED58,56550,395+8,170+16%$1.2M$1.3M+$141.7K2026-10-07
Creative Financial Designs Inc
INCREASED55,12854,234+894+2%$1.3M$1.2M-$25.9K2026-11-04
Stewardship Advisors, LLC
INCREASED53,44751,565+1,882+4%$1.2M$1.2M-$1.3K2026-10-20
Center For Asset Management LLC
INCREASED52,87224,060+28,812+120%$564.0K$1.2M+$630.4K2026-10-16
Rossby Financial, LCC
INCREASED52,71938,564+14,155+37%$903.9K$1.2M+$287.0K2026-11-05
Brown Financial Advisory
INCREASED49,05845,996+3,062+7%$1.1M$1.1M+$30.1K2026-11-05
Independent Financial Group, LLC
DECREASED48,13652,325-4,189-8%$1.2M$1.1M-$139.1K2026-10-13
Acorn Financial Advisory Services Inc
DECREASED48,02349,358-1,335-3%$1.2M$1.1M-$72.1K2026-11-02
Shepherd Financial Partners LLC
NEW47,763—+47,763——$1.1M—2026-11-03
Tenet Wealth Partners, LLC
INCREASED47,47145,340+2,131+5%$1.1M$1.1M+$20.0K2026-10-19
Wealthcare Advisory Partners LLC
INCREASED45,18115,996+29,185+182%$375.0K$1.0M+$645.7K2026-10-21
WBH Advisory Inc
INCREASED45,18140,339+4,842+12%$945.5K$1.0M+$75.1K2026-11-05
Redwood Financial Network Corp
DECREASED42,62945,381-2,752-6%$1.1M$963.0K-$100.8K2026-11-03
Nations Financial Group Inc,
DECREASED42,62351,820-9,197-18%$1.2M$962.9K-$251.8K2026-11-05
Winebrenner Capital Management LLC
INCREASED42,21337,578+4,635+12%$880.8K$953.6K+$72.8K2026-10-07
Park Avenue Securities LLC
DECREASED38,76442,582-3,818-9%$998.0K$876-$997.1K2026-10-26
Grantvest Financial Group LLC
DECREASED38,44746,040-7,593-16%$1.1M$868.5K-$210.7K2026-10-21
Novem Group
DECREASED37,73038,770-1,040-3%$908.8K$852.3K-$56.4K2026-10-19
J. Safra Sarasin Holding AG
INCREASED36,53534,835+1,700+5%$816.9K$827.2K+$10.3K2026-10-26
Arwa LLC
INCREASED36,23125,242+10,989+44%$589.7K$816.3K+$226.6K2026-10-21
Armstrong Advisory Group, Inc
INCREASED34,32934,224+105+0%$802.2K$775.5K-$26.7K2026-10-09
Acute Investment Advisory, LLC
DECREASED33,95834,791-833-2%$815.5K$767.1K-$48.4K2026-10-16
Atria Investments, Inc
DECREASED33,22866,756-33,528-50%$1.6M$750.6K-$814.1K2026-10-15
Aspire Private Capital, LLC
INCREASED32,72231,499+1,223+4%$738.3K$739.2K+$8722026-11-05
TMB Capital Partners, LLC
INCREASED32,53628,377+4,159+15%$665.1K$735.0K+$69.8K2026-10-20
Advisortrust Partners, LLC
NEW32,189—+32,189——$727.1K—2026-11-02
Clear Creek Financial Management, LLC
INCREASED32,08712,783+19,304+151%$299.6K$724.8K+$425.2K2026-10-28
Leslie Global Wealth, LLC
INCREASED32,03518,213+13,822+76%$426.9K$723.7K+$296.8K2026-10-26
Revisor Wealth Management LLC
DECREASED30,96134,851-3,890-11%$816.9K$695.6K-$121.3K2026-10-20
Next Level Wealth Planning, LLC
INCREASED30,94123,661+7,280+31%$554.6K$699.0K+$144.4K2026-10-29
Keystone Wealth Services, LLC
DECREASED30,86432,409-1,545-5%$759.7K$698.8K-$60.9K2026-11-03
Independent Wealth Network Inc.
INCREASED30,08229,763+319+1%$697.6K$679.5K-$18.1K2026-10-19
Mirae Asset Global Investments Co., Ltd.
NEW30,000—+30,000——$677.7K—2026-11-03
Almanack Investment Partners, Llc.
INCREASED29,35624,692+4,664+19%$578.8K$663.2K+$84.4K2026-11-03
Compass Ion Advisors, LLC
INCREASED29,05929,038+21+0%$680.6K$656.4K-$24.2K2026-10-23
General Partner, Inc.
UNCHANGED26,00026,00000%$609.4K$587.3K-$22.1K2026-10-05
Investment Research & Advisory Group, Inc.
INCREASED25,42621,645+3,781+17%$507.4K$574.4K+$67.0K2026-10-19
Index Fund Advisors, Inc.
INCREASED25,21724,781+436+2%$580.9K$569.7K-$11.2K2026-11-05
WealthPoint Financial, LLC
INCREASED25,13722,897+2,240+10%$536.7K$567.8K+$31.1K2026-11-03
Hennion & Walsh Asset Management, Inc.
INCREASED24,72822,659+2,069+9%$531.1K$558.6K+$27.5K2026-10-13
Davenport & Co LLC
INCREASED24,52423,973+551+2%$561.9K$554.0K-$7.9K2026-10-14
TBH Global Asset Management, LLC
INCREASED24,21518,736+5,479+29%$439.2K$772.0K+$332.8K2026-11-03
Fifth Third Bancorp
DECREASED23,64833,575-9,927-30%$787.0K$534.2K-$252.8K2026-11-05
Walser Wealth Management Company, A Ltd Liability Co
INCREASED23,56321,296+2,267+11%$499.2K$532.3K+$33.1K2026-10-15
Ascent Group, LLC
DECREASED23,44525,065-1,620-6%$587.5K$529.6K-$57.9K2026-10-30
Portland Financial Advisors Inc
INCREASED23,19221,821+1,371+6%$511.5K$523.9K+$12.4K2026-10-26
Yoffe Investment Management, LLC
INCREASED23,19022,997+193+1%$539.1K$523.9K-$15.2K2026-11-02
Fermata Advisors, LLC
DECREASED22,85442,223-19,369-46%$989.7K$516.3K-$473.4K2026-10-13
Rockwood Wealth Management, LLC
INCREASED22,22922,225+4+0%$521.0K$502.1K-$18.8K2026-10-27
Synergy Asset Management, LLC
DECREASED22,22722,927-700-3%$537.4K$502.1K-$35.3K2026-11-05
Wavvest Wealth LLC
NEW22,069—+22,069——$498.5K—2026-10-21
WealthPlan Investment Management, LLC
INCREASED21,91021,731+179+1%$509.4K$495.0K-$14.4K2026-10-15
Meridian Wealth Management, LLC
DECREASED20,59225,915-5,323-21%$607.4K$465.2K-$142.3K2026-11-05
Fairman Group, LLC
UNCHANGED20,55020,55000%$481.7K$464.2K-$17.5K2026-10-26
Partners Wealth Management, LLC
NEW20,285—+20,285——$458.2K—2026-10-28
Harbor Capital Advisors, Inc.
DECREASED20,15260,520-40,368-67%$1.4M$455-$1.4M2026-10-22
Alamar Capital Management, LLC
NEW20,000—+20,000——$451.8K—2026-11-02
Avior Wealth Management, LLC
DECREASED19,98520,277-292-1%$475.3K$451.5K-$23.8K2026-10-13
Sowell Financial Services LLC
INCREASED19,9158,799+11,116+126%$206.2K$449.9K+$243.6K2026-10-23
Morton Brown Family Wealth, LLC
INCREASED19,9108,938+10,972+123%$209.5K$449.8K+$240.3K2026-10-23
Vise Technologies, Inc.
INCREASED19,57016,314+3,256+20%$382.4K$442.1K+$59.7K2026-10-29
Joseph P. Lucia & Associates, LLC
UNCHANGED19,47619,47600%$456.5K$440.0K-$16.6K2026-10-30
Instrumental Wealth, LLC
INCREASED19,06918,127+942+5%$424.9K$430.8K+$5.9K2026-10-20
Brown Wealth Management, LLC
DECREASED18,96731,554-12,587-40%$739.6K$428.5K-$311.2K2026-10-20
LaFleur & Godfrey LLC
INCREASED18,87718,646+231+1%$437.1K$426.4K-$10.6K2026-10-27
Mcdonald Partners LLC
INCREASED18,73717,426+1,311+8%$408.5K$423.3K+$14.8K2026-11-03
Acorn Wealth Advisors, LLC
DECREASED18,41518,755-340-2%$439.6K$416.0K-$23.6K2026-10-19
Kelleher Financial Advisors
INCREASED18,39817,995+403+2%$421.8K$415.6K-$6.2K2026-10-30
Private Wealth Group, LLC
INCREASED18,18117,717+464+3%$415.3K$410.7K-$4.6K2026-10-19
Dynamic Advisor Solutions LLC
INCREASED18,16815,456+2,712+18%$362.3K$410.4K+$48.1K2026-10-13
Inscription Capital, LLC
DECREASED18,15125,029-6,878-27%$586.7K$410.0K-$176.6K2026-11-02
Cullen T Bankers, Inc.
INCREASED17,49911,009+6,490+59%$258.1K$395.3K+$137.2K2026-10-28
Lynx Investment Advisory
INCREASED17,37516,796+579+3%$393.7K$392.5K-$1.2K2026-10-27
Ballast Rock Private Wealth LLC
INCREASED17,12516,824+301+2%$394.4K$386.9K-$7.5K2026-10-26
Kingswood Wealth Advisors, LLC
DECREASED16,43543,275-26,840-62%$1.0M$371.3K-$643.1K2026-10-23
LexAurum Advisors, LLC
INCREASED16,4249,439+6,985+74%$221.3K$371.0K+$149.8K2026-10-19
Bright Futures Wealth Management, Llc.
INCREASED16,21715,731+486+3%$368.7K$366.3K-$2.4K2026-10-23
Garton & Associates Financial Advisors LLC
DECREASED16,09916,108-90%$377.6K$363.7K-$13.9K2026-10-30
WPG Advisers, LLC
INCREASED15,97915,895+84+1%$372.6K$361.0K-$11.6K2026-10-27
Axxcess Wealth Management, LLC
INCREASED15,60112,197+3,404+28%$285.9K$352.4K+$66.5K2026-10-21
USA Financial Formulas
NEW15,534—+15,534——$350.9K—2026-10-16
Pinnacle Bancorp, Inc.
INCREASED15,25114,370+881+6%$336.8K$344.5K+$7.7K2026-10-21
Stonehaven Wealth & TAX Solutions, LLC
DECREASED15,15818,629-3,471-19%$436.7K$342.4K-$94.2K2026-10-22
Hegarty Advisors, LLC
INCREASED14,53613,648+888+7%$319.9K$328.4K+$8.5K2026-10-20
Key FInancial Inc
INCREASED14,32813,568+760+6%$318.0K$323.7K+$5.6K2026-11-02
Provenance Wealth Advisors, LLC
INCREASED14,22213,794+428+3%$323.3K$321.3K-$2.1K2026-10-30
Droms Strauss Advisors Inc
INCREASED14,12713,582+545+4%$318.4K$319.1K+$7642026-11-03
Peak Financial Advisors LLC
DECREASED13,96014,145-185-1%$331.6K$315.4K-$16.2K2026-10-28
Ellis Investment Partners, LLC
DECREASED13,90114,292-391-3%$335.0K$314.0K-$21.0K2026-10-21
Signal Advisors Wealth, LLC
INCREASED13,7719,437+4,334+46%$221.2K$311.1K+$89.9K2026-10-13
Linscomb Wealth, Inc.
UNCHANGED13,72513,72500%$321.7K$310.0K-$11.7K2026-11-05
Grimes & Co Wealth Management, LLC
DECREASED13,41220,144-6,732-33%$472.2K$303.0K-$169.2K2026-10-29
Keeler Thomas Management LLC
DECREASED13,335398,471-385,136-97%$9.3M$301.2K-$9.0M2026-10-29
XY Planning Network, Inc.
INCREASED13,18611,245+1,941+17%$263.6K$297.9K+$34.3K2026-10-14
BCS Wealth Management
INCREASED13,13010,834+2,296+21%$253.9K$296.6K+$42.7K2026-11-03
Triumph Capital Management
DECREASED13,05015,575-2,525-16%$365.1K$294.8K-$70.3K2026-10-14
Phillips Financial Management, LLC
INCREASED12,85211,570+1,282+11%$271.2K$290.3K+$19.1K2026-10-19
Howard Wealth Management, LLC
DECREASED12,69012,910-220-2%$302.6K$286.7K-$15.9K2026-10-28
Leo Wealth, LLC
NEW12,495—+12,495——$282.3K—2026-10-26
HUB Investment Partners, LLC
INCREASED12,27611,000+1,276+12%$257.8K$277.3K+$19.5K2026-11-03
SeaBridge Investment Advisors LLC
NEW12,217—+12,217——$276.0K—2026-11-02
Oppenheimer & Co Inc
DECREASED12,05914,315-2,256-16%$335.5K$272.4K-$63.1K2026-10-26
Compass Wealth Management, LLC
NEW11,935—+11,935——$269.6K—2026-10-30
Patriot Financial Group Insurance Agency, LLC
INCREASED11,68410,214+1,470+14%$239.4K$263.9K+$24.5K2026-10-14
Westco Advisory Services Inc
DECREASED11,64212,647-1,005-8%$296.4K$263.0K-$33.5K2026-10-14
Laurel OAK Wealth Management, LLC
INCREASED11,6159,531+2,084+22%$223.4K$262.4K+$39.0K2026-10-19
MLG Wealth Management DBA Pine Grove Financial Group
NEW11,301—+11,301——$255.3K—2026-10-13
Capital Investment Advisory Services, LLC
INCREASED11,23611,132+104+1%$260.9K$254.0K-$7.0K2026-10-30
PMG Family Office LLC
INCREASED11,02610,297+729+7%$241.4K$249.1K+$7.7K2026-10-19
Valpey Financial Services, LLC
INCREASED10,9658,544+2,421+28%$200.3K$247.7K+$47.4K2026-10-30
Integrity Alliance, Llc.
INCREASED10,6798,792+1,887+21%$206.1K$241.2K+$35.2K2026-10-29
KWB Wealth
DECREASED10,42911,243-814-7%$263.5K$235.6K-$28.0K2026-10-16
Guidance Capital, Inc
NEW10,396—+10,396——$233.2K—2026-11-03
Mechanics Financial Corp
UNCHANGED10,39010,39000%$243.5K$234.7K-$8.8K2026-11-05
Advisor Resource Council
INCREASED9,9449,899+45+0%$231.4K$223.7K-$7.6K2026-11-05
Spectrum Strategic Capital Management, LLC
DECREASED9,80310,079-276-3%$236.3K$221.5K-$14.8K2026-10-22
Obermeyer Wealth Partners
UNCHANGED9,7959,79500%$229.6K$221.3K-$8.3K2026-10-21
Balefire, LLC
DECREASED9,71235,302-25,590-72%$827.5K$219.4K-$608.1K2026-10-09
Legacy Financial Strategies, LLC
UNCHANGED9,6119,61100%$225.3K$217.1K-$8.2K2026-10-15
Mueller Wealth, LLC
DECREASED9,5359,624-89-1%$225.6K$215.4K-$10.2K2026-11-05
Avory & Company, LLC
INCREASED9,4909,062+428+5%$212.4K$214.4K+$2.0K2026-10-21
Attessa Capital LLC
NEW9,472—+9,472——$214.0K—2026-10-09
YHB Investment Advisors, Inc.
NEW9,412—+9,412——$212.6K—2026-10-08
Triad Wealth Partners, LLC
DECREASED9,39315,002-5,609-37%$348.1K$212.2K-$135.9K2026-10-26
Box Hill Private Wealth LLC
DECREASED9,32510,173-848-8%$238.5K$210.7K-$27.8K2026-10-05
Scott Capital Advisors, LLC
INCREASED9,2799,181+98+1%$215.2K$209.2K-$6.0K2026-10-13
BlueChip Wealth Advisors LLC
NEW9,232—+9,232——$208.6K—2026-11-03
Moneco Advisors, LLC
INCREASED9,0669,061+5+0%$212.4K$204.8K-$7.6K2026-11-05
Y-Intercept (Hong Kong) Ltd
NEW8,883—+8,883——$200.7K—2026-10-16
Breakwater Investment Management
NEW8,428—+8,428——$190.4K—2026-10-20
American National Bank & Trust
DECREASED8,0008,002-20%$187.6K$180.7K-$6.8K2026-10-07
RHL Group, LLC
INCREASED7,8725,095+2,777+55%$117.2K$177.8K+$60.6K2026-11-04
Strategic Advocates LLC
INCREASED7,7236,223+1,500+24%$145.9K$174.5K+$28.6K2026-11-03
Duncker Streett & Co Inc
UNCHANGED6,8706,87000%$161.0K$155.2K-$5.8K2026-10-27
Cape Investment Advisory, Inc.
DECREASED6,8557,366-511-7%$172.7K$154.9K-$17.8K2026-10-13
Concord Wealth Partners
NEW6,674—+6,674——$150.8K—2026-11-02
First Command Advisory Services, Inc.
INCREASED6,1335,697+436+8%$133.5K$138.5K+$5.0K2026-11-05
Realta Investment Advisors
DECREASED5,7275,810-83-1%$136.2K$129.4K-$6.8K2026-10-14
CoreCap Advisors, LLC
DECREASED5,6747,039-1,365-19%$165.0K$128.2K-$36.8K2026-10-08
Birch Financial Group, LLC
NEW4,899—+4,899——$110.7K—2026-10-27
TFC Financial Management, Inc.
UNCHANGED4,8364,83600%$113.4K$109.2K-$4.1K2026-10-26
Clean Yield Group
DECREASED4,6466,560-1,914-29%$153.8K$104.9K-$48.8K2026-10-28
Brown, Lisle Ings, Inc.
INCREASED4,0152,065+1,950+94%$48.4K$90.7K+$42.3K2026-10-16
GK Wealth Management LLC
DECREASED3,85616,147-12,291-76%$378.5K$87.1K-$291.4K2026-10-09
Activest Wealth Management
UNCHANGED3,2003,20000%$75.0K$72.3K-$2.7K2026-10-15
Ascentis Independent Advisors
INCREASED3,152400+2,752+688%$9.4K$71.2K+$61.8K2026-11-03
Trust Co of Vermont
UNCHANGED3,1273,12700%$73.3K$70.6K-$2.7K2026-10-21
Silver Grove Financial Group, Inc.
DECREASED2,9844,675-1,691-36%$109.6K$67.4K-$42.2K2026-11-05
Sunrise Financial Services, LLC
DECREASED2,4244,930-2,506-51%$115.6K$54.8K-$60.8K2026-10-21
Chapman Financial Group, LLC
INCREASED2,3162,309+7+0%$54.1K$52.3K-$1.8K2026-10-26
TD Waterhouse Canada Inc.
INCREASED1,8441,807+37+2%$42.1K$41.4K-$7232026-10-16
Signature Equity Partners, LLC
UNCHANGED1,7701,77000%$41.5K$40.0K-$1.5K2026-10-29
Ashton Thomas Securities, LLC
DECREASED1,5371,892-355-19%$44.3K$34.7K-$9.6K2026-10-26
Private Trust Co NA
DECREASED1,4971,553-56-4%$36.4K$33.8K-$2.6K2026-10-20
Nfsg Corp
INCREASED1,3341,325+9+1%$31.1K$30.1K-$9252026-10-15
Parallel Advisors, LLC
INCREASED1,322247+1,075+435%$5.8K$29.9K+$24.1K2026-11-03
Larson Financial Group LLC
DECREASED1,31718,815-17,498-93%$441.0K$29.8K-$411.3K2026-11-05
Performa Ltd (US), LLC
NEW1,275—+1,275——$28.8K—2026-11-05
Pinnacle Wealth Planning Services, Inc.
UNCHANGED1,1641,16400%$27.3K$26.3K-$9892026-10-27
Latitude Advisors, LLC
NEW1,136—+1,136——$25.7K—2026-10-27
Cranbrook Wealth Management, LLC
UNCHANGED1,0911,09100%$25.6K$24.6K-$9282026-10-28
CX Institutional
DECREASED1,0663,257-2,191-67%$76$24-$522026-10-02
James T. Borello RIA
UNCHANGED1,0551,05500%$24.7K$23.8K-$8972026-10-16
DB Fitzpatrick & Co, Inc
UNCHANGED1,0041,00400%$23.5K$22.7K-$8542026-10-19
Root Financial Partners, LLC
NEW913—+913——$20.6K—2026-10-21
EverSource Wealth Advisors, LLC
DECREASED844847-30%$19.9K$19.1K-$7902026-11-04
Buck Wealth Strategies, LLC
UNCHANGED68468400%$16.0K$15.5K-$5812026-10-28
Archer Investment Corp
UNCHANGED47547500%$11.1K$10.7K-$4042026-11-05
Woodard & Co Asset Management Group Inc
UNCHANGED46446400%$10.9K$10.5K-$3942026-11-03
Elevated Capital Advisors, LLC
DECREASED4391,061-622-59%$24.9K$9.9K-$14.9K2026-11-04
Blue Trust, Inc.
DECREASED394772-378-49%$18.1K$8.9K-$9.2K2026-10-15
Glass Jacobson Investment Advisors llc
NEW389—+389——$8.8K—2026-10-26
Physician Wealth Advisors, Inc.
DECREASED3841,725-1,341-78%$40.4K$8.7K-$31.8K2026-10-20
MidAtlantic Capital Management, Inc.
NEW285—+285——$6.4K—2026-11-05
Pflug Koory, LLC
INCREASED275270+5+2%$6.3K$6.2K-$1202026-10-26
Richardson Financial Services Inc.
INCREASED273264+9+3%$6.2K$6.2K-$212026-10-30
Wolff Wiese Magana LLC
UNCHANGED22922900%$5.4K$5.2K-$1942026-10-15
Kingdom Financial Group Llc.
INCREASED203144+59+41%$3.4K$4.6K+$1.2K2026-11-04
Central Trust Co
UNCHANGED20020000%$4.7K$4.5K-$1702026-11-05
Evolution Wealth Management Inc.
UNCHANGED18418400%$4.3K$4.2K-$1562026-10-28
Investors Research Corp
NEW169—+169——$3.8K—2026-10-07
Hurley Capital, LLC
UNCHANGED15115100%$3.5K$3.4K-$1282026-11-05
Signaturefd, LLC
DECREASED1307,793-7,663-98%$182.7K$2.9K-$179.7K2026-10-23
Quest 10 Wealth Builders, Inc.
UNCHANGED11111100%$2.6K$2.5K-$952026-11-02
Simplex Trading, LLC
DECREASED341,383-1,349-98%$32.4K$768-$31.6K2026-11-04
Tounjian Advisory Partners, LLC
UNCHANGED161600%$375$361-$142026-11-04
Compass Financial Management LLC
UNCHANGED121200%$281$271-$102026-10-30
Neos Investment Management LLC
CLOSED02,994,391-2,994,391-100%$69.8M$0-$69.8M2026-11-04
iA Global Asset Management Inc.
CLOSED01,645,502-1,645,502-100%$38.6M$0-$38.6M2026-10-29
Donoghue Forlines LLC
CLOSED01,377,655-1,377,655-100%$32.3M$0-$32.3M2026-11-02
New York Life Investment Management LLC
CLOSED0716,537-716,537-100%$16.8M$0-$16.8M2026-11-04
5th Street Advisors, LLC
CLOSED0495,546-495,546-100%$11.6M$0-$11.6M2026-11-04
Childress Capital Advisors, LLC
CLOSED0198,890-198,890-100%$4.7M$0-$4.7M2026-10-28
Pacific Excel Wealth Advisors, Inc.
CLOSED076,483-76,483-100%$1.8M$0-$1.8M2026-10-27
Tempus Wealth Planning, LLC
CLOSED052,438-52,438-100%$1.2M$0-$1.2M2026-10-14
Heritage OAK Wealth Advisors LLC
CLOSED048,856-48,856-100%$1.1M$0-$1.1M2026-10-14
Sunesis Advisors, LLC
CLOSED032,395-32,395-100%$759.3K$0-$759.3K2026-10-26
Visionary Wealth Advisors
CLOSED027,353-27,353-100%$641.2K$0-$641.2K2026-11-04
Wesbanco Bank Inc
CLOSED023,000-23,000-100%$535.9K$0-$535.9K2026-11-04
Sightline Wealth Advisors, LLC
CLOSED013,243-13,243-100%$310.4K$0-$310.4K2026-10-21
Summit Financial Wealth Advisors, LLC
CLOSED09,300-9,300-100%$218.0K$0-$218.0K2026-10-15
Strategic Blueprint, LLC
CLOSED08,837-8,837-100%$207.1K$0-$207.1K2026-10-22
Financial Life Advisors
CLOSED08,727-8,727-100%$204.6K$0-$204.6K2026-10-14
Lane Brothers & Co Inc
CLOSED08,725-8,725-100%$204.5K$0-$204.5K2026-11-02
International Assets Investment Management, LLC
CLOSED06,706-6,706-100%$156.3K$0-$156.3K2026-11-02
AdvisorNet Financial, Inc
CLOSED06,398-6,398-100%$150.0K$0-$150.0K2026-10-15
Vermillion Wealth Management, Inc.
CLOSED0659-659-100%$15.4K$0-$15.4K2026-10-26
Cornerstone Planning Group LLC
CLOSED0378-378-100%$8.8K$0-$8.8K2026-10-16
Bank of America Corp
N/A—29,646,388-29,646,388-100%$694.9M———
SEI Investments Co
N/A—21,167,136-21,167,136-100%$496.2M———
Ilmarinen Mutual Pension Insurance Co
N/A—20,950,000-20,950,000-100%$491.1M———
Elo Mutual Pension Insurance Co
N/A—14,297,990-14,297,990-100%$335.1M———
Wells Fargo & Company
N/A—12,303,896-12,303,896-100%$288.4M———
LPL Financial LLC
N/A—9,808,661-9,808,661-100%$229.9M———
Ameriprise Financial Inc
N/A—9,384,581-9,384,581-100%$219.9M———
Neuberger Berman Group LLC
N/A—8,848,319-8,848,319-100%$207.4M———
Municipal Employees' Retirement System of Michigan
N/A—8,191,734-8,191,734-100%$192.0M———
Morgan Stanley
N/A—7,045,830-7,045,830-100%$165.2M———
Envestnet Asset Management Inc
N/A—6,981,977-6,981,977-100%$163.7M———
Advisory Alpha, LLC
N/A—4,753,003-4,753,003-100%$111.4M———
MML Investors Services, LLC
N/A—4,250,148-4,250,148-100%$99.6M———
Cetera Investment Advisers
N/A—3,973,776-3,973,776-100%$93.1M———
1832 Asset Management L.P.
N/A—3,705,252-3,705,252-100%$86.9M———
Advisors Capital Management, LLC
N/A—3,543,042-3,543,042-100%$83.0M———
Kensington Asset Management, LLC
N/A—3,453,978-3,453,978-100%$81.0M———
Capital Analysts, LLC
N/A—2,566,978-2,566,978-100%$60.2M———
JPMorgan Chase & Co
N/A—2,170,858-2,170,858-100%$50.9M———
Horizon Investments, LLC
N/A—2,096,034-2,096,034-100%$44.1M———
Benjamin Edwards Inc
N/A—2,042,877-2,042,877-100%$47.9M———
Toews Corp
N/A—1,932,100-1,932,100-100%$45.3M———
State Street Corp
N/A—1,866,599-1,866,599-100%$43.8M———
UBS Group AG
N/A—1,493,971-1,493,971-100%$35.0M———
Goldman Sachs Group Inc
N/A—1,344,187-1,344,187-100%$31.5M———
CNO Financial Group, Inc.
N/A—1,279,000-1,279,000-100%$30.0M———
Jones Financial Companies Lllp
N/A—1,217,495-1,217,495-100%$28.5M———
SageView Advisory Group, LLC
N/A—1,209,597-1,209,597-100%$28.4M———
American Century Companies Inc
N/A—1,165,570-1,165,570-100%$27.3M———
Franklin Resources Inc
N/A—1,163,551-1,163,551-100%$27.3M———
Voya Investment Management LLC
N/A—1,151,371-1,151,371-100%$27.0M———
Madison Asset Management, LLC
N/A—1,107,255-1,107,255-100%$26.0M———
Osaic Holdings, Inc.
N/A—1,085,721-1,085,721-100%$25.5M———
Raymond James Financial Inc
N/A—1,036,240-1,036,240-100%$24.3M———
Jane Street Group, LLC
N/A—978,295-978,295-100%$22.9M———
Alaska Permanent Capital Management, LLC
N/A—885,285-885,285-100%$20.7M———
Inspire Advisors, LLC
N/A—781,210-781,210-100%$18.3M———
Christine Messmer PC
N/A—780,662-780,662-100%$18.3M———
Nepc LLC
N/A—750,656-750,656-100%$17.6M———
SAM Advisors, LLC
N/A—746,103-746,103-100%$17.5M———
Steward Partners Investment Advisory, LLC
N/A—742,729-742,729-100%$17.4M———
Equitable Holdings, Inc.
N/A—740,937-740,937-100%$17.3M———
Old Mission Capital LLC
N/A—737,048-737,048-100%$17.3M———
Clearstead Advisors, LLC
N/A—638,026-638,026-100%$15.0M———
Deutsche Bank Ag\
N/A—601,456-601,456-100%$14.1M———
Belpointe Asset Management LLC
N/A—598,550-598,550-100%$14.0M———
SSI Investment Management LLC
N/A—584,134-584,134-100%$13.7M———
Foundations Investment Advisors, LLC
N/A—579,909-579,909-100%$13.6M———
Hilltop Partners LLC
N/A—555,583-555,583-100%$13.0M———
MetLife Investment Management, LLC
N/A—524,673-524,673-100%$12.3M———
Tower Research Capital LLC (TRC)
N/A—521,002-521,002-100%$12.2M———
WCG Wealth Advisors LLC
N/A—506,929-506,929-100%$11.9M———
PNC Financial Services Group, Inc.
N/A—415,393-415,393-100%$9.7M———
Stifel Financial Corp
N/A—398,460-398,460-100%$9.3M———
HighTower Advisors, LLC
N/A—395,267-395,267-100%$9.3M———
Beacon Pointe Advisors, LLC
N/A—382,305-382,305-100%$9.0M———
Merit Financial Group, LLC
N/A—380,909-380,909-100%$8.9M———
Pinnacle Wealth Management, LLC
N/A—376,967-376,967-100%$8.8M———
Envestnet Portfolio Solutions, Inc.
N/A—371,477-371,477-100%$8.7M———
&partners
N/A—356,045-356,045-100%$8.3M———
Arkadios Wealth Advisors
N/A—355,300-355,300-100%$8.3M———
Stadion Money Management, LLC
N/A—352,546-352,546-100%$8.2M———
NewSquare Capital LLC
N/A—345,738-345,738-100%$8.1M———
ProVise Management Group, LLC
N/A—343,849-343,849-100%$8.1M———
National Bank of Canada
N/A—343,693-343,693-100%$8.1M———
NewEdge Advisors, LLC
N/A—334,333-334,333-100%$7.8M———
HighPoint Advisor Group LLC
N/A—332,710-332,710-100%$7.8M———
Cambria Investment Management, L.P.
N/A—329,256-329,256-100%$7.7M———
Horizon Investment Services, LLC
N/A—316,455-316,455-100%$7.4M———
Royal Bank of Canada
N/A—292,641-292,641-100%$6.9M———
Waterloo Capital, L.P.
N/A—289,526-289,526-100%$6.8M———
Stock Yards Bank & Trust Co
N/A—279,687-279,687-100%$6.6M———
AE Wealth Management LLC
N/A—278,112-278,112-100%$6.5M———
Great Valley Advisor Group, Inc.
N/A—275,908-275,908-100%$6.5M———
BFC Planning, Inc.
N/A—270,289-270,289-100%$6.3M———
Optas, LLC
N/A—266,576-266,576-100%$6.2M———
GenTrust, LLC
N/A—260,504-260,504-100%$6.1M———
One Capital Management, LLC
N/A—260,443-260,443-100%$6.1M———
Rialto Wealth Management, LLC
N/A—259,252-259,252-100%$6.1M———
Northwestern Mutual Wealth Management Co
N/A—257,184-257,184-100%$6.0M———
Stonebridge Financial Planning Group, LLC
N/A—252,723-252,723-100%$5.9M———
BlackRock, Inc.
N/A—246,794-246,794-100%$5.8M———
Impact Partnership Wealth, LLC
N/A—229,119-229,119-100%$5.4M———
49 Wealth Management, LLC
N/A—219,144-219,144-100%$5.1M———
Alongside, LLC
N/A—219,144-219,144-100%$5.1M———
Trustmark Bank Trust Department
N/A—213,174-213,174-100%$5.0M———
Mariner, LLC
N/A—211,468-211,468-100%$5.0M———
Alaska Wealth Advisors, LLC
N/A—205,021-205,021-100%$4.8M———
Carl P. Sherr & Co., LLC
N/A—204,072-204,072-100%$4.8M———
Empowered Funds, LLC
N/A—190,460-190,460-100%$4.4M———
Manufacturers Life Insurance Company, the
N/A—190,127-190,127-100%$5.5M———
Natixis Advisors, LLC
N/A—184,906-184,906-100%$4.3M———
Jordan Park Group LLC
N/A—184,387-184,387-100%$4.3M———
Focus Partners Wealth
N/A—183,490-183,490-100%$4.3M———
Global Retirement Partners, LLC
N/A—183,157-183,157-100%$4.3M———
Stephens Inc
N/A—180,273-180,273-100%$4.2M———
Janney Montgomery Scott LLC
N/A—170,492-170,492-100%$4.0M———
Planwiser Financial, LLC
N/A—157,816-157,816-100%$3.7M———
Seeds Investor LLC
N/A—155,994-155,994-100%$3.7M———
Allianz Asset Management GmbH
N/A—141,200-141,200-100%$3.3M———
Modern Wealth Management, LLC
N/A—135,727-135,727-100%$3.2M———
Mission Hills Financial Advisory, LLC
N/A—128,507-128,507-100%$3.0M———
Mutual Advisors, LLC
N/A—126,901-126,901-100%$3.0M———
Private Advisor Group, LLC
N/A—125,427-125,427-100%$2.9M———
Principal Securities, Inc.
N/A—122,603-122,603-100%$2.9M———
Cary Street Partners Financial LLC
N/A—117,546-117,546-100%$2.8M———
Summit Financial, LLC
N/A—117,493-117,493-100%$2.8M———
Foster & Motley Inc
N/A—113,681-113,681-100%$2.7M———
Sanctuary Advisors, LLC
N/A—109,346-109,346-100%$2.6M———
Scotia Capital Inc.
N/A—107,079-107,079-100%$2.5M———
Caitlin John, LLC
N/A—106,827-106,827-100%$2.5M———
Gladstone Institutional Advisory LLC
N/A—106,535-106,535-100%$2.5M———
Cerity Partners LLC
N/A—105,886-105,886-100%$2.5M———
Victory Capital Management Inc
N/A—105,000-105,000-100%$2.5M———
Rockefeller Capital Management L.P.
N/A—104,772-104,772-100%$2.5M———
Cannon Wealth Management Services, LLC
N/A—104,368-104,368-100%$2.4M———
Global Endowment Management, LP
N/A—94,519-94,519-100%$2.2M———
IHT Wealth Management, LLC
N/A—92,363-92,363-100%$2.2M———
Nikulski Financial, Inc.
N/A—88,026-88,026-100%$2.1M———
Ameritas Advisory Services, LLC
N/A—86,181-86,181-100%$2.0M———
LaSalle St. Investment Advisors, LLC
N/A—86,113-86,113-100%$2.0M———
Continuum Advisory, LLC
N/A—84,796-84,796-100%$2.0M———
Savant Capital, LLC
N/A—73,090-73,090-100%$1.7M———
Centaurus Financial, Inc.
N/A—67,581-67,581-100%$1.6M———
F/m Investments LLC
N/A—66,060-66,060-100%$1.5M———
TRB Wealth Management, LLC
N/A—63,208-63,208-100%$1.5M———
World Investment Advisors
N/A—59,877-59,877-100%$1.4M———
Symphony Financial Services, Inc.
N/A—58,075-58,075-100%$1.4M———
Strategic Financial Planning, Inc.
N/A—57,588-57,588-100%$1.4M———
Arete Wealth Advisors, LLC
N/A—55,708-55,708-100%$1.3M———
Harbour Investments, Inc.
N/A—55,331-55,331-100%$1.3M———
Western Wealth Management, LLC
N/A—54,030-54,030-100%$1.3M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—51,851-51,851-100%$1.2M———
Note Advisors, LLC
N/A—50,622-50,622-100%$1.2M———
Alliancebernstein L.P.
N/A—48,001-48,001-100%$1.1M———
Schroder Investment Management Group
N/A—47,712-47,712-100%$1.1M———
Mercer Global Advisors Inc
N/A—47,497-47,497-100%$1.1M———
Ameritas Investment Partners, Inc.
N/A—47,258-47,258-100%$1.1M———
Silver OAK Securities, Incorporated
N/A—44,927-44,927-100%$1.1M———
Whittier Trust Co
N/A—43,871-43,871-100%$1.0M———
Cassady Wealth & Retirement Planning, LLC
N/A—43,335-43,335-100%$1.0M———
Capital Investment Management, Inc.
N/A—42,920-42,920-100%$1.0M———
Coppell Advisory Solutions LLC
N/A—42,398-42,398-100%$874.0K———
Savvy Advisors, Inc.
N/A—42,185-42,185-100%$988.8K———
Moneta Group Investment Advisors LLC
N/A—40,999-40,999-100%$961.0K———
Qube Research & Technologies Ltd
N/A—40,674-40,674-100%$953.4K———
Advisors Asset Management, Inc.
N/A—37,461-37,461-100%$878.1K———
Cumberland Partners Ltd
N/A—37,291-37,291-100%$874.1K———
Advisory Services Network, LLC
N/A—36,713-36,713-100%$860.6K———
Peregrine Asset Advisers, Inc.
N/A—36,219-36,219-100%$849.0K———
Capitolis Liquid Global Markets LLC
N/A—36,000-36,000-100%$843.8K———
Zacks Investment Management
N/A—35,236-35,236-100%$825.9K———
Sandro Wealth Management LLC
N/A—32,418-32,418-100%$759.9K———
Nwam LLC
N/A—31,788-31,788-100%$745.1K———
Regal Investment Advisors LLC
N/A—31,666-31,666-100%$742.2K———
Arax Advisory Partners
N/A—30,706-30,706-100%$719.7K———
New Insight Wealth Advisors
N/A—29,820-29,820-100%$699.0K———
Cary Street Partners Investment Advisory LLC
N/A—28,600-28,600-100%$670.4K———
Stratos Wealth Partners, Ltd.
N/A—27,608-27,608-100%$647.1K———
Sanchez Levi Garrett
N/A—26,682-26,682-100%$625.4K———
Godshalk Welsh Capital Management, Inc.
N/A—26,500-26,500-100%$621.2K———
Cahill Financial Advisors Inc
N/A—26,477-26,477-100%$620.6K———
Lifeworks Advisors, LLC
N/A—26,197-26,197-100%$614.1K———
Geneos Wealth Management Inc.
N/A—24,396-24,396-100%$571.8K———
Petra Financial Advisors Inc
N/A—23,964-23,964-100%$561.7K———
OneAscent Financial Services LLC
N/A—23,678-23,678-100%$555.0K———
Gallagher Fiduciary Advisors, LLC
N/A—23,649-23,649-100%$554.3K———
NorthStar Asset Management LLC
N/A—23,581-23,581-100%$552.7K———
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
N/A—23,398-23,398-100%$548.4K———
Gateway Wealth Partners, LLC
N/A—23,311-23,311-100%$546.4K———
Compass Capital Corp
N/A—22,287-22,287-100%$519.2K———
Investment Advisory Group, LLC
N/A—21,873-21,873-100%$512.7K———
Quantinno Capital Management LP
N/A—21,422-21,422-100%$502.1K———
United Capital Financial Advisors, LLC
N/A—21,343-21,343-100%$499.7K———
Institute for Wealth Management, Llc.
N/A—21,276-21,276-100%$498.7K———
Smartleaf Asset Management LLC
N/A—21,253-21,253-100%$498.4K———
WealthTrak Capital Management LLC
N/A—20,822-20,822-100%$488.1K———
Blair William & Co
N/A—20,223-20,223-100%$474.0K———
Zinnia Wealth Advisory, LLC
N/A—19,568-19,568-100%$458.7K———
FMR LLC
N/A—19,563-19,563-100%$458.5K———
Two Sigma Securities, LLC
N/A—18,855-18,855-100%$442.0K———
Captrust Financial Advisors
N/A—18,728-18,728-100%$439.0K———
Madden Advisory Services, Inc.
N/A—18,428-18,428-100%$432.0K———
Integrated Wealth Concepts LLC
N/A—18,380-18,380-100%$430.8K———
Fiduciary Financial Advisors
N/A—18,113-18,113-100%$424.6K———
Texas Capital Bank Wealth Management Services Inc
N/A—18,094-18,094-100%$424.1K———
Betterment LLC
N/A—17,543-17,543-100%$411.0K———
Dunhill Financial, LLC
N/A—17,215-17,215-100%$403.5K———
Orion Porfolio Solutions, LLC
N/A—17,156-17,156-100%$402.1K———
Strategic Investment Advisors / MI
N/A—15,351-15,351-100%$359.8K———
Founders Financial Alliance, LLC
N/A—14,976-14,976-100%$351.0K———
Ausdal Financial Partners, Inc.
N/A—13,929-13,929-100%$326.5K———
Huntington National Bank
N/A—13,725-13,725-100%$321.7K———
HRT Financial LP
N/A—13,308-13,308-100%$311.0K———
Parkwoods Wealth Partners, LLC
N/A—13,127-13,127-100%$307.7K———
FLC Capital Advisors
N/A—12,574-12,574-100%$294.7K———
FSB Premier Wealth Management, Inc.
N/A—12,152-12,152-100%$284.9K———
Ariadne Wealth Management, LP
N/A—12,135-12,135-100%$284.4K———
Kingsview Wealth Management, LLC
N/A—12,000-12,000-100%$281.3K———
AQR Capital Management LLC
N/A—11,656-11,656-100%$273.2K———
CreativeOne Wealth, LLC
N/A—11,193-11,193-100%$262.4K———
Fortis Capital Advisors, LLC
N/A—11,066-11,066-100%$259.4K———
Holderness Investments Co
N/A—10,778-10,778-100%$252.6K———
Keystone Financial Group
N/A—10,475-10,475-100%$245.5K———
PFG Investments, LLC
N/A—10,437-10,437-100%$244.6K———
S Harris Financial Group, LLC
N/A—10,195-10,195-100%$239.0K———
Bank of Montreal
N/A—9,655-9,655-100%$226.3K———
OneDigital Investment Advisors LLC
N/A—9,294-9,294-100%$217.9K———
EP Wealth Advisors, LLC
N/A—9,160-9,160-100%$214.7K———
Centennial Bank
N/A—9,159-9,159-100%$214.7K———
Severin Investments, LLC
N/A—9,084-9,084-100%$212.9K———
Klcm Advisors, Inc.
N/A—8,945-8,945-100%$209.7K———
Wealthspire Retirement, LLC
N/A—8,938-8,938-100%$209.5K———
Perennial Investment Advisors, LLC
N/A—8,789-8,789-100%$206.0K———
Millstone Evans Group, LLC
N/A—8,270-8,270-100%$193.8K———
Bard Associates Inc
N/A—7,945-7,945-100%$186.2K———
Whittier Trust Co of Nevada Inc
N/A—7,275-7,275-100%$169.9K———
Innovative Asset Advisors Group, LLC
N/A—7,045-7,045-100%$165.1K———
O'shaughnessy Asset Management, LLC
N/A—6,352-6,352-100%$148.9K———
Allworth Financial LP
N/A—5,609-5,609-100%$131.5K———
Synergy Investment Management, LLC
N/A—4,663-4,663-100%$108.1K———
Battery Global Advisors, LLC
N/A—4,596-4,596-100%$107.7K———
SG Americas Securities, LLC
N/A—4,371-4,371-100%$102.0K———
Kerr Financial Planning Corp
N/A—3,864-3,864-100%$90.6K———
PlanVest Financial, Inc
N/A—3,684-3,684-100%$86.4K———
Atomic Invest LLC
N/A—2,844-2,844-100%$66.7K———
IFG Advisory, LLC
N/A—2,427-2,427-100%$56.9K———
Ritter Daniher Financial Advisory LLC / de
N/A—2,350-2,350-100%$49.5K———
BOK Financial Private Wealth, Inc.
N/A—2,209-2,209-100%$51.8K———
Howe & Rusling Inc
N/A—2,179-2,179-100%$51.1K———
Providence Capital Advisors, LLC
N/A—2,150-2,150-100%$50.4K———
IMA Advisory Services, Inc.
N/A—2,100-2,100-100%$49.2K———
Ameriflex Group, Inc.
N/A—2,017-2,017-100%$47.3K———
Aptus Capital Advisors, LLC
N/A—1,989-1,989-100%$46.6K———
Meramec Financial Planners, LLC
N/A—1,552-1,552-100%$36.0K———
Atlantic Union Bankshares Corp
N/A—1,500-1,500-100%$35.2K———
Hollencrest Capital Management
N/A—1,364-1,364-100%$32.0K———
SHP Wealth Management
N/A—1,217-1,217-100%$28.5K———
Urban Financial Advisory Corp
N/A—1,185-1,185-100%$27.8K———
South Plains Financial, Inc.
N/A—996-996-100%$23.3K———
Bogart Wealth, LLC
N/A—933-933-100%$21.9K———
Tidemark, LLC
N/A—861-861-100%$20.2K———
Fourth Dimension Wealth, LLC
N/A—843-843-100%$19.8K———
Top Private Wealth Llc.
N/A—815-815-100%$19.1K———
SOA Wealth Advisors, Llc.
N/A—767-767-100%$18.0K———
Basepoint Wealth LLC
N/A—738-738-100%$17.3K———
Bernard Wealth Management Corp.
N/A—440-440-100%$10.3K———
Graney & King, LLC
N/A—437-437-100%$10.2K———
Godfrey Financial Associates, Inc.
N/A—432-432-100%$10.1K———
Rogco, LP
N/A—428-428-100%$10.0K———
Anchor Bay Capital, Inc.
N/A—423-423-100%$9.8K———
ST Germain D J Co Inc
N/A—233-233-100%$5.5K———
Financial Gravity Companies, Inc.
N/A—141-141-100%$3.3K———
Three Bearings Fiduciary Advisors, Inc.
N/A—105-105-100%$2.5K———
Park Square Financial Group, LLC
N/A—73-73-100%$1.7K———
Motco
N/A—24-24-100%$563———
Hantz Financial Services, Inc.
N/A—6-6-100%$0———
Russell Investments Group, Ltd.
N/A—4-4-100%$92———
BNP Paribas Financial Markets
N/A—2-2-100%$47———
Showing 596 of 596 institutions