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Vaneck Morningstar Wide Moat (MOAT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Mesirow Financial Investment Management, Inc.
DECREASED
Shares2,639,585 from 2,647,494
Change-7,909 (0%)
Value$279.0M (+$3.8M)
Filed 2026-11-05
Southern Farm Bureau Life Insurance
UNCHANGED
Shares1,107,967 from 1,107,967
Change0 (0%)
Value$117.1K (-$115.1M)
Filed 2026-10-15
Commonwealth Equity Services, LLC
DECREASED
Shares997,032 from 1,130,118
Change-133,086 (-12%)
Value$105.4M (-$12.1M)
Filed 2026-11-02
Verde Capital Management
INCREASED
Shares927,965 from 690,661
Change+237,304 (+34%)
Value$98.1M (+$26.3M)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares544,957 from 596,667
Change-51,710 (-9%)
Value$57.6K (-$62.0M)
Filed 2026-11-02
Leelyn Smith, LLC
INCREASED
Shares539,247 from 529,240
Change+10,007 (+2%)
Value$57.0M (+$2.0M)
Filed 2026-11-03
Harbor Group, Inc.
INCREASED
Shares506,022 from 500,928
Change+5,094 (+1%)
Value$53.5M (+$1.4M)
Filed 2026-10-14
Regatta Capital Group, LLC
INCREASED
Shares482,975 from 477,919
Change+5,056 (+1%)
Value$51.1M (+$1.4M)
Filed 2026-10-23
Provenance Wealth Advisors, LLC
DECREASED
Shares482,624 from 844,350
Change-361,726 (-43%)
Value$51.0M (-$36.8M)
Filed 2026-10-30
Whitaker-Myers Wealth Managers, Ltd.
INCREASED
Shares452,541 from 430,701
Change+21,840 (+5%)
Value$47.8M (+$3.1M)
Filed 2026-10-09
Summit Asset Management, LLC
INCREASED
Shares392,211 from 391,235
Change+976 (+0%)
Value$41.5M (+$787.9K)
Filed 2026-11-05
G2 Capital Management, LLC / OH
DECREASED
Shares367,084 from 413,518
Change-46,434 (-11%)
Value$38.8M (-$4.2M)
Filed 2026-10-23
Assetmark, Inc
INCREASED
Shares332,309 from 326,978
Change+5,331 (+2%)
Value$35.1M (+$1.1M)
Filed 2026-10-21
Jnba Financial Advisors
DECREASED
Shares323,056 from 338,932
Change-15,876 (-5%)
Value$34.2M (-$1.1M)
Filed 2026-11-03
Prospera Financial Services Inc
INCREASED
Shares275,047 from 192,356
Change+82,691 (+43%)
Value$30.9M (+$10.9M)
Filed 2026-11-04
Buttonwood Financial Advisors Inc.
DECREASED
Shares260,865 from 271,209
Change-10,344 (-4%)
Value$27.6M (-$618.8K)
Filed 2026-10-13
Brookstone Capital Management
DECREASED
Shares257,491 from 260,797
Change-3,306 (-1%)
Value$27.2M (+$106.9K)
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares253,598 from 249,867
Change+3,731 (+1%)
Value$25.9M (+$866.5K)
Filed 2026-10-13
Planned Solutions, Inc.
DECREASED
Shares240,070 from 288,767
Change-48,697 (-17%)
Value$25.4M (-$4.6M)
Filed 2026-10-19
Berkshire Money Management, Inc.
INCREASED
Shares226,127 from 213,872
Change+12,255 (+6%)
Value$23.9M (+$1.7M)
Filed 2026-10-21
KRM Wealth Management L.L.C.
INCREASED
Shares224,703 from 220,050
Change+4,653 (+2%)
Value$23.8M (+$877.0K)
Filed 2026-11-02
Wealthcare Advisory Partners LLC
INCREASED
Shares220,638 from 220,424
Change+214 (+0%)
Value$23.3M (+$408.4K)
Filed 2026-10-21
James J. Burns & Company, LLC
INCREASED
Shares201,368 from 194,610
Change+6,758 (+3%)
Value$21.3M (+$1.1M)
Filed 2026-10-22
Altus Wealth Group LLC
INCREASED
Shares198,996 from 197,070
Change+1,926 (+1%)
Value$21.0M (+$548.5K)
Filed 2026-10-20
Creative Planning
DECREASED
Shares196,837 from 213,905
Change-17,068 (-8%)
Value$20.8M (-$1.4M)
Filed 2026-11-02
Etesian Wealth Advisors, Inc.
DECREASED
Shares185,544 from 186,600
Change-1,056 (-1%)
Value$19.6M (+$214.9K)
Filed 2026-10-27
Ceera Investments, LLC
DECREASED
Shares181,966 from 243,555
Change-61,589 (-25%)
Value$19.2M (-$6.1M)
Filed 2026-11-02
Beaumont Asset Management, L.L.C.
INCREASED
Shares179,693 from 179,283
Change+410 (+0%)
Value$19.0M (+$357.1K)
Filed 2026-10-16
Cabot Wealth Management Inc
INCREASED
Shares165,945 from 157,363
Change+8,582 (+5%)
Value$17.5M (+$1.2M)
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares161,295 from 152,692
Change+8,603 (+6%)
Value$17.1M (+$1.2M)
Filed 2026-10-16
New England Private Wealth Advisors LLC
DECREASED
Shares159,398 from 163,882
Change-4,484 (-3%)
Value$16.8M (-$285.8K)
Filed 2026-10-19
Citigroup Inc
INCREASED
Shares146,734 from 145,158
Change+1,576 (+1%)
Value$15.5M (+$420.6K)
Filed 2026-11-04
Joseph Group Capital Management
INCREASED
Shares139,859 from 137,649
Change+2,210 (+2%)
Value$14.8M (+$474.5K)
Filed 2026-11-04
Davenport & Co LLC
DECREASED
Shares139,310 from 140,567
Change-1,257 (-1%)
Value$14.7M (+$113.1K)
Filed 2026-10-14
Visionary Wealth Advisors
DECREASED
Shares133,727 from 139,301
Change-5,574 (-4%)
Value$14.1M (-$345.5K)
Filed 2026-11-04
Robertson Stephens Wealth Management, LLC
DECREASED
Shares133,054 from 133,988
Change-934 (-1%)
Value$14.1M (+$135.7K)
Filed 2026-10-16
AlphaCore Capital LLC
DECREASED
Shares130,452 from 130,752
Change-300 (0%)
Value$13.8M (+$197.1K)
Filed 2026-11-04
Tanager Wealth Management LLP
DECREASED
Shares128,683 from 134,068
Change-5,385 (-4%)
Value$13.6M (-$334.6K)
Filed 2026-10-19
Oppenheimer & Co Inc
DECREASED
Shares124,020 from 124,468
Change-448 (0%)
Value$13.1M (+$170.5K)
Filed 2026-10-26
Unique Wealth Strategies, LLC
UNCHANGED
Shares123,130 from 123,130
Change0 (0%)
Value$12.8M ($0)
Filed 2026-10-13
Fermata Advisors, LLC
INCREASED
Shares122,627 from 122,411
Change+216 (+0%)
Value$13.0M (+$237.0K)
Filed 2026-10-13
Ferguson Shapiro LLC
INCREASED
Shares119,867 from 103,385
Change+16,482 (+16%)
Value$12.7M (+$1.9M)
Filed 2026-10-16
Independent Financial Group, LLC
DECREASED
Shares116,521 from 122,445
Change-5,924 (-5%)
Value$12.3M (-$412.0K)
Filed 2026-10-13
Family Office Research LLC
DECREASED
Shares114,614 from 133,838
Change-19,224 (-14%)
Value$12.1M (-$1.8M)
Filed 2026-10-14
Financial Solutions Advisory Group, Inc.
INCREASED
Shares113,948 from 112,420
Change+1,528 (+1%)
Value$12.6M (+$724.4K)
Filed 2026-10-28
46 Peaks LLC
DECREASED
Shares108,193 from 114,115
Change-5,922 (-5%)
Value$11.4M (-$426.3K)
Filed 2026-11-03
Kestra Private Wealth Services, LLC
DECREASED
Shares104,212 from 110,493
Change-6,281 (-6%)
Value$11.0M (-$470.6K)
Filed 2026-10-30
Financial Management Network Inc
DECREASED
Shares101,572 from 141,620
Change-40,048 (-28%)
Value$10.8M (-$4.3M)
Filed 2026-10-09
Richmond Investment Services, LLC
INCREASED
Shares95,935 from 95,348
Change+587 (+1%)
Value$10.1M (+$228.8K)
Filed 2026-10-29
Farrow Financial, Inc.
INCREASED
Shares94,999 from 94,997
Change+2 (0%)
Value$10.0M (+$166.5K)
Filed 2026-10-30
Kestra Advisory Services, LLC
DECREASED
Shares93,338 from 95,890
Change-2,552 (-3%)
Value$9.9M (-$102.0K)
Filed 2026-11-02
Howard Financial Services, Ltd.
INCREASED
Shares91,799 from 89,104
Change+2,695 (+3%)
Value$9.7M (+$440.8K)
Filed 2026-10-15
TPG Advisors LLC
INCREASED
Shares83,341 from 82,272
Change+1,069 (+1%)
Value$8.8M (+$257.1K)
Filed 2026-10-16
EnRich Financial Partners LLC
DECREASED
Shares79,573 from 81,138
Change-1,565 (-2%)
Value$8.4M (-$23.5K)
Filed 2026-10-21
Onyx Bridge Wealth Group LLC
DECREASED
Shares77,836 from 79,470
Change-1,634 (-2%)
Value$8.2M (-$33.7K)
Filed 2026-10-16
Thrivent Financial for Lutherans
DECREASED
Shares77,116 from 113,379
Change-36,263 (-32%)
Value$8.2K (-$11.8M)
Filed 2026-11-05
Philip James Wealth Mangement, LLC
DECREASED
Shares76,706 from 79,605
Change-2,899 (-4%)
Value$8.1M (-$167.8K)
Filed 2026-10-27
Employees' Retirement Fund of the City of Fort Worth
UNCHANGED
Shares75,074 from 75,074
Change0 (0%)
Value$7.9M (+$131.4K)
Filed 2026-11-02
Elevation Capital Advisory, LLC
INCREASED
Shares74,747 from 12,290
Change+62,457 (+508%)
Value$7.9M (+$6.6M)
Filed 2026-10-29
Apollon Wealth Management, LLC
INCREASED
Shares74,383 from 17,592
Change+56,791 (+323%)
Value$7.9M (+$6.0M)
Filed 2026-10-23
American National Bank of Texas
INCREASED
Shares73,776 from 71,601
Change+2,175 (+3%)
Value$7.8M (+$355.2K)
Filed 2026-10-07
Sigma Planning Corp
DECREASED
Shares72,629 from 73,341
Change-712 (-1%)
Value$7.7M (+$53.1K)
Filed 2026-10-23
Mengis Capital Management, Inc.
INCREASED
Shares72,361 from 69,347
Change+3,014 (+4%)
Value$7.6M (+$440.0K)
Filed 2026-10-13
Concurrent Investment Advisors, LLC
DECREASED
Shares71,304 from 74,490
Change-3,186 (-4%)
Value$7.5M (-$206.5K)
Filed 2026-10-16
Boyce & Associates Wealth Consulting, Inc.
DECREASED
Shares69,777 from 105,069
Change-35,292 (-34%)
Value$7.4M (-$3.5M)
Filed 2026-10-14
HBW Advisory Services LLC
DECREASED
Shares66,830 from 149,886
Change-83,056 (-55%)
Value$7.1M (-$8.5M)
Filed 2026-10-15
Boomfish Wealth Group, LLC
DECREASED
Shares64,323 from 71,995
Change-7,672 (-11%)
Value$6.8M (-$685.0K)
Filed 2026-10-22
Midwest Financial Group LLC
INCREASED
Shares62,460 from 61,996
Change+464 (+1%)
Value$6.6M (+$157.5K)
Filed 2026-10-15
VestGen Advisors, LLC
DECREASED
Shares62,402 from 62,675
Change-273 (0%)
Value$6.6M (+$80.8K)
Filed 2026-10-27
Paller Financial Services Inc
INCREASED
Shares62,016 from 61,000
Change+1,016 (+2%)
Value$6.6M (+$214.2K)
Filed 2026-10-13
Darrow Company, Inc.
DECREASED
Shares60,849 from 64,077
Change-3,228 (-5%)
Value$6.4M (-$229.0K)
Filed 2026-10-22
Activest Wealth Management
DECREASED
Shares59,999 from 89,652
Change-29,653 (-33%)
Value$6.3M (-$3.0M)
Filed 2026-10-15
Selby Wealth Management, LLC
DECREASED
Shares59,575 from 60,820
Change-1,245 (-2%)
Value$6.3M (-$25.2K)
Filed 2026-10-16
Guilbault Capital LLC
DECREASED
Shares57,319 from 63,784
Change-6,465 (-10%)
Value$6.1M (-$571.8K)
Filed 2026-10-28
Eubel Brady & Suttman Asset Management Inc
DECREASED
Shares56,377 from 61,068
Change-4,691 (-8%)
Value$6.0K (-$6.3M)
Filed 2026-11-04
Allen Capital Group, LLC
DECREASED
Shares55,919 from 57,372
Change-1,453 (-3%)
Value$5.9M (-$53.2K)
Filed 2026-10-27
D.A. Davidson & Co.
DECREASED
Shares54,729 from 57,451
Change-2,722 (-5%)
Value$5.8M (-$187.2K)
Filed 2026-10-28
Mirae Asset Global Investments Co., Ltd.
INCREASED
Shares53,900 from 40,000
Change+13,900 (+35%)
Value$5.7M (+$1.5M)
Filed 2026-11-03
Harbour Trust & Investment Management Co
DECREASED
Shares53,888 from 207,803
Change-153,915 (-74%)
Value$5.7M (-$15.9M)
Filed 2026-10-28
Signature Estate & Investment Advisors LLC
INCREASED
Shares51,499 from 49,057
Change+2,442 (+5%)
Value$5.4M (+$344.1K)
Filed 2026-10-13
Moneco Advisors, LLC
INCREASED
Shares50,633 from 46,039
Change+4,594 (+10%)
Value$5.4M (+$566.2K)
Filed 2026-11-05
Beaumont Financial Advisors, LLC
DECREASED
Shares49,420 from 77,701
Change-28,281 (-36%)
Value$5.2M (-$2.9M)
Filed 2026-10-22
Sunpointe, LLC
DECREASED
Shares49,242 from 51,807
Change-2,565 (-5%)
Value$5.2M (-$180.5K)
Filed 2026-10-22
StoneX Group Inc.
DECREASED
Shares48,795 from 55,591
Change-6,796 (-12%)
Value$5.2M (-$572.0K)
Filed 2026-11-03
MCF Advisors LLC
DECREASED
Shares47,952 from 49,362
Change-1,410 (-3%)
Value$5.1M (-$62.7K)
Filed 2026-10-28
Tranquility Partners, LLC
DECREASED
Shares47,737 from 49,127
Change-1,390 (-3%)
Value$5.0M (-$61.0K)
Filed 2026-10-20
Opal Wealth Advisors, LLC
INCREASED
Shares46,361 from 43,919
Change+2,442 (+6%)
Value$4.9M (+$335.0K)
Filed 2026-10-16
Jacksonville Wealth Management, LLC
INCREASED
Shares45,771 from 39,012
Change+6,759 (+17%)
Value$4.8M (+$782.8K)
Filed 2026-10-30
Y-Intercept (Hong Kong) Ltd
NEW
Shares45,763
Change+45,763
Value$4.8M
Filed 2026-10-16
Fifth Third Bancorp
DECREASED
Shares45,619 from 45,670
Change-51 (0%)
Value$4.8M (+$74.5K)
Filed 2026-11-05
Turning Point Benefit Group, Inc.
INCREASED
Shares45,616 from 42,184
Change+3,432 (+8%)
Value$4.8M (+$413.3K)
Filed 2026-10-28
Farrell Financial LLC
DECREASED
Shares44,340 from 44,974
Change-634 (-1%)
Value$4.7M (+$11.7K)
Filed 2026-10-16
Ayalon Insurance Comp Ltd.
INCREASED
Shares43,747 from 42,115
Change+1,632 (+4%)
Value$4.6K (+$246)
Filed 2026-10-08
Flagstar Securities, Inc
INCREASED
Shares42,554 from 42,338
Change+216 (+1%)
Value$4.5M (+$96.9K)
Filed 2026-10-15
Capital Investment Advisory Services, LLC
DECREASED
Shares41,235 from 44,423
Change-3,188 (-7%)
Value$4.4M (-$259.3K)
Filed 2026-10-30
William John Sempolinski
DECREASED
Shares41,199 from 41,469
Change-270 (-1%)
Value$4.4M (+$44.0K)
Filed 2026-10-20
Truist Financial Corp
DECREASED
Shares41,199 from 41,218
Change-19 (0%)
Value$4.4M (+$70.2K)
Filed 2026-10-30
Avalon Capital Management
INCREASED
Shares39,746 from 39,572
Change+174 (+0%)
Value$4.2M (+$87.6K)
Filed 2026-11-04
Lido Advisors, LLC
INCREASED
Shares38,524 from 37,542
Change+982 (+3%)
Value$4.1M (+$169.5K)
Filed 2026-11-04
WealthPlan Investment Management, LLC
DECREASED
Shares37,206 from 43,032
Change-5,826 (-14%)
Value$3.9M (-$540.5K)
Filed 2026-10-15
RDA Financial Network
INCREASED
Shares36,988 from 35,413
Change+1,575 (+4%)
Value$3.9M (+$228.5K)
Filed 2026-10-15
Lunt Capital Management, Inc.
INCREASED
Shares35,967 from 35,507
Change+460 (+1%)
Value$3.8M (+$110.8K)
Filed 2026-10-30
Commerce Advisors, LLC
DECREASED
Shares34,771 from 36,007
Change-1,236 (-3%)
Value$3.7M (-$67.6K)
Filed 2026-10-19
Tompkins Financial Corp
DECREASED
Shares34,269 from 37,950
Change-3,681 (-10%)
Value$3.6M (-$322.7K)
Filed 2026-10-05
Acorn Wealth Advisors, LLC
DECREASED
Shares33,862 from 39,934
Change-6,072 (-15%)
Value$3.6M (-$572.0K)
Filed 2026-10-19
Rose Capital Advisors LLC
DECREASED
Shares33,364 from 33,493
Change-129 (0%)
Value$3.5M (+$45.1K)
Filed 2026-11-04
Iron Financial LLC
INCREASED
Shares33,082 from 33,041
Change+41 (+0%)
Value$3.5M (+$62.2K)
Filed 2026-10-23
J.W. Cole Advisors, Inc.
DECREASED
Shares32,023 from 33,033
Change-1,010 (-3%)
Value$3.4M (-$49.0K)
Filed 2026-11-05
Cornerstone Wealth Management, LLC
INCREASED
Shares32,014 from 29,283
Change+2,731 (+9%)
Value$3.4M (+$339.9K)
Filed 2026-11-04
Paragon Advisors, LLC
DECREASED
Shares30,908 from 40,834
Change-9,926 (-24%)
Value$3.3M (-$977.8K)
Filed 2026-11-03
Patton Albertson Miller Group, LLC
DECREASED
Shares30,506 from 32,142
Change-1,636 (-5%)
Value$3.2M (-$116.6K)
Filed 2026-10-26
Tactive Advisors, LLC
DECREASED
Shares30,164 from 31,525
Change-1,361 (-4%)
Value$3.2M (-$88.7K)
Filed 2026-10-08
BXM Wealth LLC
DECREASED
Shares29,920 from 33,055
Change-3,135 (-9%)
Value$3.2M (-$273.6K)
Filed 2026-11-03
Farther Finance Advisors, LLC
DECREASED
Shares29,917 from 30,276
Change-359 (-1%)
Value$3.2M (+$15.0K)
Filed 2026-10-08
Compound Planning, Inc.
DECREASED
Shares29,363 from 29,775
Change-412 (-1%)
Value$3.1M (+$8.6K)
Filed 2026-11-05
Creekside Partners
DECREASED
Shares28,100 from 28,247
Change-147 (-1%)
Value$3.0M (+$33.9K)
Filed 2026-11-04
Victory Financial Group, LLC
DECREASED
Shares28,082 from 29,733
Change-1,651 (-6%)
Value$3.0M (-$122.5K)
Filed 2026-10-27
Laurel Wealth Planning LLC
DECREASED
Shares27,853 from 30,622
Change-2,769 (-9%)
Value$2.9M (-$239.1K)
Filed 2026-11-02
Obermeyer Wealth Partners
DECREASED
Shares27,512 from 29,714
Change-2,202 (-7%)
Value$2.9M (-$180.8K)
Filed 2026-10-21
XML Financial, LLC
INCREASED
Shares27,446 from 26,996
Change+450 (+2%)
Value$2.9M (+$94.8K)
Filed 2026-10-29
Integrated Advisors Network LLC
INCREASED
Shares26,409 from 26,351
Change+58 (+0%)
Value$2.8M (+$52.2K)
Filed 2026-10-20
Cross Staff Investments Inc
INCREASED
Shares26,127 from 25,233
Change+894 (+4%)
Value$2.8M (+$138.7K)
Filed 2026-10-22
Lionsbridge Wealth Management LLC
DECREASED
Shares25,046 from 27,493
Change-2,447 (-9%)
Value$2.6M (-$210.6K)
Filed 2026-10-26
S.E.E.D. Planning Group LLC
INCREASED
Shares23,670 from 10,118
Change+13,552 (+134%)
Value$2.5M (+$1.5M)
Filed 2026-10-07
Bank of New York Mellon Corp
DECREASED
Shares23,143 from 26,056
Change-2,913 (-11%)
Value$2.4M (-$262.3K)
Filed 2026-11-05
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED
Shares23,131 from 23,470
Change-339 (-1%)
Value$2.4M (+$5.2K)
Filed 2026-10-14
First Financial Group Corp
DECREASED
Shares22,971 from 23,042
Change-71 (0%)
Value$2.4M (+$32.8K)
Filed 2026-10-22
Triumph Capital Management
DECREASED
Shares22,826 from 24,326
Change-1,500 (-6%)
Value$2.4M (-$116.0K)
Filed 2026-10-14
TME Financial, Inc.
DECREASED
Shares22,790 from 29,449
Change-6,659 (-23%)
Value$2.4M (-$652.4K)
Filed 2026-10-14
Fifth Third Securities, Inc.
DECREASED
Shares22,406 from 23,225
Change-819 (-4%)
Value$2.4M (-$45.9K)
Filed 2026-10-21
YHB Investment Advisors, Inc.
DECREASED
Shares21,723 from 24,434
Change-2,711 (-11%)
Value$2.3M (-$243.8K)
Filed 2026-10-08
Atria Investments, Inc
DECREASED
Shares21,533 from 22,064
Change-531 (-2%)
Value$2.3M (-$17.5K)
Filed 2026-10-15
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares21,001 from 21,001
Change0 (0%)
Value$2.2M (+$36.8K)
Filed 2026-10-07
Cornell Pochily Investment Advisors, Inc.
DECREASED
Shares20,691 from 21,406
Change-715 (-3%)
Value$2.2M (-$38.1K)
Filed 2026-10-19
XY Planning Network, Inc.
DECREASED
Shares20,138 from 20,299
Change-161 (-1%)
Value$2.1M (+$18.5K)
Filed 2026-10-14
Endowment Wealth Management, Inc.
INCREASED
Shares19,206 from 17,871
Change+1,335 (+7%)
Value$2.0M (+$172.4K)
Filed 2026-11-03
ARQ Wealth Advisors, LLC
INCREASED
Shares19,117 from 18,115
Change+1,002 (+6%)
Value$2.0M (+$129.4K)
Filed 2026-10-29
Cookson Peirce & Co Inc
DECREASED
Shares18,894 from 20,965
Change-2,071 (-10%)
Value$2.0M (-$182.2K)
Filed 2026-10-30
Pekin Hardy Strauss, Inc.
DECREASED
Shares17,978 from 18,488
Change-510 (-3%)
Value$1.9M (-$21.6K)
Filed 2026-11-02
Foguth Wealth Management, Llc.
DECREASED
Shares16,035 from 18,254
Change-2,219 (-12%)
Value$1.8M (-$163.5K)
Filed 2026-10-19
Sentinel Pension Advisors, LLC
DECREASED
Shares16,009 from 16,042
Change-33 (0%)
Value$1.7M (-$12.3K)
Filed 2026-11-02
Kingswood Wealth Advisors, LLC
INCREASED
Shares15,425 from 15,042
Change+383 (+3%)
Value$1.6M (+$66.8K)
Filed 2026-10-23
Chicago Partners Investment Group LLC
INCREASED
Shares15,268 from 15,143
Change+125 (+1%)
Value$1.7M (+$136.8K)
Filed 2026-10-27
Focus Financial Network, Inc.
DECREASED
Shares15,146 from 16,202
Change-1,056 (-7%)
Value$1.6M (-$83.4K)
Filed 2026-10-14
Vise Technologies, Inc.
INCREASED
Shares15,104 from 11,327
Change+3,777 (+33%)
Value$1.6M (+$419.0K)
Filed 2026-10-29
Madden Securities Corp
UNCHANGED
Shares15,000 from 15,000
Change0 (0%)
Value$1.6M (+$26.3K)
Filed 2026-10-27
NorthCrest Asset Manangement, LLC
INCREASED
Shares14,990 from 14,710
Change+280 (+2%)
Value$1.6M (+$70.1K)
Filed 2026-10-13
Schorn Wealth LLC
DECREASED
Shares14,913 from 15,616
Change-703 (-4%)
Value$1.6M (-$47.0K)
Filed 2026-10-14
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares14,906 from 15,606
Change-700 (-4%)
Value$1.6M (-$46.6K)
Filed 2026-10-14
WealthPLAN Partners, LLC
DECREASED
Shares14,801 from 20,550
Change-5,749 (-28%)
Value$1.6M (-$571.8K)
Filed 2026-10-15
PKS Advisory Services, LLC
UNCHANGED
Shares14,757 from 14,757
Change0 (0%)
Value$1.5M ($0)
Filed 2026-10-26
Verdence Capital Advisors LLC
NEW
Shares14,366
Change+14,366
Value$1.5M
Filed 2026-10-26
Mendel Money Management
DECREASED
Shares14,057 from 14,554
Change-497 (-3%)
Value$1.5M (-$27.1K)
Filed 2026-11-02
Provident Wealth Management, LLC
DECREASED
Shares13,808 from 18,723
Change-4,915 (-26%)
Value$1.5M (-$486.8K)
Filed 2026-10-20
RCW Management, LLC
DECREASED
Shares13,744 from 14,233
Change-489 (-3%)
Value$1.5M (-$26.8K)
Filed 2026-10-30
Legacy Solutions, LLC
DECREASED
Shares13,548 from 14,040
Change-492 (-3%)
Value$1.4M (-$27.4K)
Filed 2026-10-07
Pioneer Family Office, LLC
UNCHANGED
Shares13,475 from 13,475
Change0 (0%)
Value$1.4M (+$23.6K)
Filed 2026-10-30
Soundwatch Capital LLC
UNCHANGED
Shares13,424 from 13,424
Change0 (0%)
Value$1.4M (+$30.3K)
Filed 2026-11-04
Peck Wealth Management, LLC
DECREASED
Shares13,219 from 13,344
Change-125 (-1%)
Value$1.4M (+$10.1K)
Filed 2026-10-29
Sierra Ocean, LLC
DECREASED
Shares12,857 from 15,505
Change-2,648 (-17%)
Value$1.4M (-$252.8K)
Filed 2026-11-03
Defined Wealth Management, LLC
DECREASED
Shares12,591 from 13,272
Change-681 (-5%)
Value$1.3M (-$48.8K)
Filed 2026-10-19
Echo45 Advisors LLC
DECREASED
Shares12,564 from 12,663
Change-99 (-1%)
Value$1.3M (+$11.7K)
Filed 2026-10-07
Rhodes Investment Advisors Inc
DECREASED
Shares12,322 from 13,102
Change-780 (-6%)
Value$1.3M (-$59.5K)
Filed 2026-10-07
Winebrenner Capital Management LLC
DECREASED
Shares11,753 from 13,579
Change-1,826 (-13%)
Value$1.2M (-$169.3K)
Filed 2026-10-07
Asset One Wealth Management LLC
DECREASED
Shares11,554 from 24,851
Change-13,297 (-54%)
Value$1.2M (-$1.4M)
Filed 2026-11-02
AlphaStar Capital Management, LLC
DECREASED
Shares11,462 from 11,799
Change-337 (-3%)
Value$1.2M (-$15.0K)
Filed 2026-10-16
TD Private Client Wealth LLC
DECREASED
Shares11,285 from 11,682
Change-397 (-3%)
Value$1.2M (-$21.5K)
Filed 2026-10-28
Heck Capital Advisors, LLC
UNCHANGED
Shares11,189 from 11,189
Change0 (0%)
Value$1.2M (+$19.6K)
Filed 2026-10-14
Principle Wealth Partners LLC
INCREASED
Shares11,023 from 10,128
Change+895 (+9%)
Value$1.2M (+$112.3K)
Filed 2026-11-02
Fiduciary Financial Group, LLC
DECREASED
Shares10,966 from 11,457
Change-491 (-4%)
Value$1.2M (-$31.9K)
Filed 2026-10-13
Uptick Partners, LLC
DECREASED
Shares10,818 from 11,502
Change-684 (-6%)
Value$1.1M (-$52.2K)
Filed 2026-11-04
Balance Wealth Partners LLC
DECREASED
Shares10,137 from 12,179
Change-2,042 (-17%)
Value$1.1M (-$194.5K)
Filed 2026-10-27
Whipplewood Advisors, LLC
DECREASED
Shares9,686 from 9,736
Change-50 (-1%)
Value$1.0M (+$11.8K)
Filed 2026-10-20
Root Financial Partners, LLC
DECREASED
Shares9,678 from 9,679
Change-1 (0%)
Value$1.0M (+$16.8K)
Filed 2026-10-21
Park Avenue Securities LLC
DECREASED
Shares9,673 from 9,706
Change-33 (0%)
Value$1.0K (-$1.0M)
Filed 2026-10-26
BCS Wealth Management
DECREASED
Shares9,602 from 9,605
Change-3 (0%)
Value$1.0M (+$16.5K)
Filed 2026-11-03
KPP Advisory Services LLC
DECREASED
Shares9,589 from 9,849
Change-260 (-3%)
Value$1.0M (-$10.2K)
Filed 2026-10-26
Castle Rock Wealth Management, LLC
DECREASED
Shares9,128 from 9,349
Change-221 (-2%)
Value$988.0K (+$4.8K)
Filed 2026-10-09
Phraction Management LLC
UNCHANGED
Shares9,095 from 9,095
Change0 (0%)
Value$961.4K (+$15.9K)
Filed 2026-10-14
Archford Capital Strategies, LLC
DECREASED
Shares9,091 from 9,540
Change-449 (-5%)
Value$961.0K (-$30.8K)
Filed 2026-10-19
Wedbush Securities Inc
DECREASED
Shares8,944 from 12,405
Change-3,461 (-28%)
Value$945 (-$1.3M)
Filed 2026-10-22
Perigon Wealth Management, LLC
DECREASED
Shares8,818 from 9,651
Change-833 (-9%)
Value$932.1K (-$71.2K)
Filed 2026-10-22
Kaydan Wealth Management, Inc.
UNCHANGED
Shares8,808 from 8,808
Change0 (0%)
Value$931.1K (+$15.4K)
Filed 2026-10-08
Peak Financial Advisors LLC
UNCHANGED
Shares8,740 from 8,740
Change0 (0%)
Value$923.9K (+$15.3K)
Filed 2026-10-28
PFG Advisors
INCREASED
Shares8,712 from 8,359
Change+353 (+4%)
Value$921.0K (+$52.0K)
Filed 2026-10-16
Comprehensive Financial Consultants Institutional, Inc.
DECREASED
Shares8,403 from 8,535
Change-132 (-2%)
Value$888.3K (+$982)
Filed 2026-10-15
Parkway Wealth Management Group, LLC
DECREASED
Shares8,396 from 9,255
Change-859 (-9%)
Value$887.5K (-$74.6K)
Filed 2026-10-20
Financial Partners Group, Inc
DECREASED
Shares8,266 from 32,106
Change-23,840 (-74%)
Value$873.8K (-$2.5M)
Filed 2026-10-19
Walled Lake Planning & Wealth Management, LLC
INCREASED
Shares8,246 from 7,934
Change+312 (+4%)
Value$871.7K (+$46.9K)
Filed 2026-10-29
First Community Trust NA
UNCHANGED
Shares8,242 from 8,242
Change0 (0%)
Value$871.3K (+$14.4K)
Filed 2026-10-07
HB Wealth Management, LLC
DECREASED
Shares8,170 from 9,239
Change-1,069 (-12%)
Value$863.7K (-$96.8K)
Filed 2026-10-23
Compass Financial Management LLC
INCREASED
Shares8,095 from 3,338
Change+4,757 (+143%)
Value$855.7K (+$491.3K)
Filed 2026-10-30
Elevation Point Wealth Partners, LLC
DECREASED
Shares8,073 from 10,053
Change-1,980 (-20%)
Value$853.5K (-$191.6K)
Filed 2026-11-05
RFG Advisory, LLC
INCREASED
Shares7,966 from 2,649
Change+5,317 (+201%)
Value$842.0K (+$566.6K)
Filed 2026-11-03
Realta Investment Advisors
UNCHANGED
Shares7,852 from 7,852
Change0 (0%)
Value$830.0K (+$13.7K)
Filed 2026-10-14
Cornerstone Wealth Group, LLC
UNCHANGED
Shares7,834 from 7,834
Change0 (0%)
Value$828.2K (+$13.7K)
Filed 2026-11-02
Swmg, LLC
DECREASED
Shares7,765 from 8,208
Change-443 (-5%)
Value$878.3K (+$9.8K)
Filed 2026-10-23
LexAurum Advisors, LLC
INCREASED
Shares7,514 from 6,485
Change+1,029 (+16%)
Value$794.3K (+$120.1K)
Filed 2026-10-19
SAX Wealth Advisors, LLC
INCREASED
Shares7,470 from 6,455
Change+1,015 (+16%)
Value$789.6K (+$165.5K)
Filed 2026-10-13
Meitav Investment House LTD
DECREASED
Shares7,451 from 8,742
Change-1,291 (-15%)
Value$778.5K (-$121.9K)
Filed 2026-10-28
Samalin Investment Counsel, LLC
UNCHANGED
Shares7,235 from 7,235
Change0 (0%)
Value$764.8K (+$12.7K)
Filed 2026-10-23
Convergence Financial, LLC
NEW
Shares7,154
Change+7,154
Value$756.2K
Filed 2026-10-27
BIP Wealth, LLC
INCREASED
Shares7,052 from 6,903
Change+149 (+2%)
Value$745.4K (+$27.8K)
Filed 2026-10-22
Fund Evaluation Group, LLC
NEW
Shares7,048
Change+7,048
Value$745.0K
Filed 2026-11-05
Keybank National Association
DECREASED
Shares6,981 from 7,537
Change-556 (-7%)
Value$738.0K (-$45.6K)
Filed 2026-11-04
Oliver Luxxe Assets LLC
DECREASED
Shares6,760 from 7,048
Change-288 (-4%)
Value$714.6K (-$18.1K)
Filed 2026-10-14
Larson Financial Group LLC
DECREASED
Shares6,750 from 7,010
Change-260 (-4%)
Value$713.5K (-$15.2K)
Filed 2026-11-05
1620 Investment Advisors, Inc.
INCREASED
Shares6,748 from 6,611
Change+137 (+2%)
Value$713.3K (+$26.1K)
Filed 2026-11-04
Indivisible Partners
UNCHANGED
Shares6,602 from 6,602
Change0 (0%)
Value$697.9K (+$11.6K)
Filed 2026-10-26
Autumn Glory Partners, LLC
DECREASED
Shares6,483 from 6,540
Change-57 (-1%)
Value$685.3K (+$5.4K)
Filed 2026-10-26
John W. Brooker & Co., CPAs
DECREASED
Shares6,432 from 6,845
Change-413 (-6%)
Value$680.0K (-$31.7K)
Filed 2026-10-21
United Advisor Group, LLC
DECREASED
Shares6,421 from 6,788
Change-367 (-5%)
Value$678.7K (-$26.9K)
Filed 2026-11-03
Waldron Private Wealth LLC
DECREASED
Shares6,309 from 6,409
Change-100 (-2%)
Value$666.9K (+$645)
Filed 2026-11-02
Wolff Wiese Magana LLC
DECREASED
Shares6,049 from 15,455
Change-9,406 (-61%)
Value$639.5K (-$967.3K)
Filed 2026-10-15
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares6,022 from 6,022
Change0 (0%)
Value$626.1K ($0)
Filed 2026-11-03
Box Hill Private Wealth LLC
NEW
Shares5,757
Change+5,757
Value$608.6K
Filed 2026-10-05
Mission Wealth Management, LP
DECREASED
Shares5,736 from 106,524
Change-100,788 (-95%)
Value$606.4K (-$10.5M)
Filed 2026-10-15
Financial Synergies Wealth Advisors, Inc.
DECREASED
Shares5,734 from 6,251
Change-517 (-8%)
Value$606.1K (-$43.7K)
Filed 2026-10-16
Blossom Wealth Management
INCREASED
Shares5,707 from 5,662
Change+45 (+1%)
Value$603.3K (+$14.7K)
Filed 2026-11-03
Trademark Financial Management, LLC
DECREASED
Shares5,703 from 6,816
Change-1,113 (-16%)
Value$602.9K (-$105.7K)
Filed 2026-10-23
Wilkerson Advisory Group LLC
DECREASED
Shares5,619 from 5,662
Change-43 (-1%)
Value$594.0K (+$5.3K)
Filed 2026-10-20
Western Pacific Wealth Management, LP
UNCHANGED
Shares5,506 from 5,506
Change0 (0%)
Value$582.1K (+$9.6K)
Filed 2026-10-16
Vision Capital Management, Inc.
UNCHANGED
Shares5,453 from 5,453
Change0 (0%)
Value$576.4K (+$9.5K)
Filed 2026-10-20
Cullen T Bankers, Inc.
INCREASED
Shares5,434 from 494
Change+4,940 (+1000%)
Value$574.4K (+$523.1K)
Filed 2026-10-28
Integrity Alliance, Llc.
DECREASED
Shares5,349 from 5,693
Change-344 (-6%)
Value$565.5K (-$26.4K)
Filed 2026-10-29
Lotus Asset Management LLC
INCREASED
Shares5,322 from 5,301
Change+21 (+0%)
Value$562.8K (+$11.6K)
Filed 2026-10-14
Asset Dedication, LLC
INCREASED
Shares5,272 from 2,625
Change+2,647 (+101%)
Value$557.3K (+$284.4K)
Filed 2026-11-03
Caliber Wealth Management, LLC / KS
DECREASED
Shares5,255 from 6,000
Change-745 (-12%)
Value$555.5K (-$68.3K)
Filed 2026-11-04
Sensible Money, LLC
INCREASED
Shares5,236 from 2,589
Change+2,647 (+102%)
Value$553.5K (+$284.3K)
Filed 2026-10-20
Legacy Private Trust Co.
UNCHANGED
Shares5,215 from 5,215
Change0 (0%)
Value$551.3K (+$9.1K)
Filed 2026-10-06
Oak Barrel Wealth Advisory LLC
INCREASED
Shares5,212 from 5,043
Change+169 (+3%)
Value$551.0K (+$26.7K)
Filed 2026-11-05
Southland Equity Partners LLC
DECREASED
Shares5,170 from 5,220
Change-50 (-1%)
Value$546.5K (+$3.9K)
Filed 2026-10-14
Triad Wealth Partners, LLC
INCREASED
Shares5,123 from 3,380
Change+1,743 (+52%)
Value$541.6K (+$171.3K)
Filed 2026-10-26
Brighton Jones LLC
INCREASED
Shares5,115 from 4,827
Change+288 (+6%)
Value$540.7K (+$38.9K)
Filed 2026-11-03
Merkkuri Wealth Advisors LLC
UNCHANGED
Shares5,081 from 5,081
Change0 (0%)
Value$537.1K (+$8.9K)
Filed 2026-11-03
Intrua Financial, LLC
INCREASED
Shares5,015 from 4,963
Change+52 (+1%)
Value$530.2K (+$14.2K)
Filed 2026-10-28
Smith Thornton Advisors LLC
DECREASED
Shares4,942 from 4,968
Change-26 (-1%)
Value$522.4K (-$6.1K)
Filed 2026-10-16
Dorato Capital Management
DECREASED
Shares4,931 from 5,255
Change-324 (-6%)
Value$530.9K (-$27.5K)
Filed 2026-10-08
Capital Investment Advisors, LLC
NEW
Shares4,922
Change+4,922
Value$520.3K
Filed 2026-10-22
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares4,903 from 4,876
Change+27 (+1%)
Value$518.3K (+$11.4K)
Filed 2026-10-29
Princeton Global Asset Management LLC
INCREASED
Shares4,880 from 4,589
Change+291 (+6%)
Value$515.9K (+$38.8K)
Filed 2026-10-21
Todd Wealth Management, LLC
DECREASED
Shares4,768 from 5,728
Change-960 (-17%)
Value$504.0K (-$91.5K)
Filed 2026-10-19
Marshall & Sterling Wealth Advisors Inc.
DECREASED
Shares4,672 from 4,693
Change-21 (0%)
Value$493.9K (+$6.0K)
Filed 2026-10-28
Able Wealth Management LLC
DECREASED
Shares4,654 from 4,947
Change-293 (-6%)
Value$501.5K (-$12.8K)
Filed 2026-10-13
Anson Capital, Inc.
UNCHANGED
Shares4,569 from 4,569
Change0 (0%)
Value$483.0K (+$8.0K)
Filed 2026-10-23
Quad-Cities Investment Group, LLC
UNCHANGED
Shares4,507 from 4,507
Change0 (0%)
Value$476.4K (+$7.9K)
Filed 2026-10-16
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares4,482 from 4,380
Change+102 (+2%)
Value$473.8K (+$18.4K)
Filed 2026-10-14
Flynn Zito Capital Management, LLC
UNCHANGED
Shares4,477 from 4,477
Change0 (0%)
Value$473.3K (+$7.8K)
Filed 2026-11-04
Whelan Financial
UNCHANGED
Shares4,474 from 4,474
Change0 (0%)
Value$472.9K (+$7.8K)
Filed 2026-10-28
Welch & Forbes LLC
UNCHANGED
Shares4,464 from 4,464
Change0 (0%)
Value$471.9K (+$7.8K)
Filed 2026-11-04
Stirlingshire Investments, Inc.
INCREASED
Shares4,462 from 4,335
Change+127 (+3%)
Value$471.6K (+$21.0K)
Filed 2026-11-05
Members Wealth LLC
DECREASED
Shares4,460 from 4,678
Change-218 (-5%)
Value$480.2K (-$6.2K)
Filed 2026-10-20
Family Capital Management, Inc.
UNCHANGED
Shares4,451 from 4,451
Change0 (0%)
Value$470.5K (+$7.8K)
Filed 2026-11-03
Landaas & Co
UNCHANGED
Shares4,400 from 4,400
Change0 (0%)
Value$465.1K (+$7.7K)
Filed 2026-10-29
AdvisorNet Financial, Inc
DECREASED
Shares4,375 from 9,566
Change-5,191 (-54%)
Value$477.1K (-$517.4K)
Filed 2026-10-15
ATX Financial Planning, LLC
DECREASED
Shares4,331 from 5,138
Change-807 (-16%)
Value$457.8K (-$76.3K)
Filed 2026-10-14
IPG Investment Advisors LLC
INCREASED
Shares4,314 from 3,986
Change+328 (+8%)
Value$456.0K (+$41.6K)
Filed 2026-10-30
Hazlett, Burt & Watson, Inc.
DECREASED
Shares4,254 from 10,798
Change-6,544 (-61%)
Value$443 (-$394.3K)
Filed 2026-11-04
Creative Financial Designs Inc
DECREASED
Shares4,243 from 4,293
Change-50 (-1%)
Value$448.5K (+$2.2K)
Filed 2026-11-04
WealthBridge Capital Management, LLC
INCREASED
Shares4,219 from 4,119
Change+100 (+2%)
Value$446.0K (+$17.8K)
Filed 2026-10-16
IMG Wealth Management, Inc.
DECREASED
Shares4,192 from 4,823
Change-631 (-13%)
Value$443.1K (-$58.3K)
Filed 2026-10-27
Commonwealth Financial Services, LLC
DECREASED
Shares4,187 from 6,023
Change-1,836 (-30%)
Value$442.6K (-$183.5K)
Filed 2026-10-20
Legacy Financial Strategies, LLC
UNCHANGED
Shares4,111 from 4,111
Change0 (0%)
Value$434.6K (+$7.2K)
Filed 2026-10-15
Simplicity Wealth,LLC
INCREASED
Shares4,108 from 4,086
Change+22 (+1%)
Value$434.3K (+$9.5K)
Filed 2026-10-23
Stiles Financial Services Inc
UNCHANGED
Shares4,060 from 4,060
Change0 (0%)
Value$429.2K (+$7.1K)
Filed 2026-10-30
Elmwood Wealth Management, Inc.
INCREASED
Shares3,963 from 3,833
Change+130 (+3%)
Value$418.9K (+$20.5K)
Filed 2026-10-14
Accelerate Investment Advisors LLC
INCREASED
Shares3,959 from 3,940
Change+19 (+0%)
Value$418.5K (+$8.9K)
Filed 2026-11-02
NovaPoint Capital, LLC
INCREASED
Shares3,947 from 3,824
Change+123 (+3%)
Value$417.2K (+$19.7K)
Filed 2026-10-22
Holos Integrated Wealth LLC
DECREASED
Shares3,924 from 4,802
Change-878 (-18%)
Value$433.6K (-$75.5K)
Filed 2026-10-23
Patten Group, Inc.
DECREASED
Shares3,913 from 4,419
Change-506 (-11%)
Value$413.6K (-$45.8K)
Filed 2026-10-26
MGO One Seven LLC
DECREASED
Shares3,869 from 3,906
Change-37 (-1%)
Value$409.0K (+$2.9K)
Filed 2026-10-28
Dhjj Financial Advisors, Ltd.
DECREASED
Shares3,763 from 6,955
Change-3,192 (-46%)
Value$397.8K (-$325.3K)
Filed 2026-10-23
Nfsg Corp
UNCHANGED
Shares3,627 from 3,627
Change0 (0%)
Value$383.4K (+$6.3K)
Filed 2026-10-15
Private Trust Co NA
DECREASED
Shares3,525 from 3,535
Change-10 (0%)
Value$372.7K (+$5.1K)
Filed 2026-10-20
Peirce Capital Management, LLC
NEW
Shares3,510
Change+3,510
Value$371.0K
Filed 2026-10-19
Fairscale Capital, LLC
UNCHANGED
Shares3,490 from 3,490
Change0 (0%)
Value$392.2K (+$29.4K)
Filed 2026-11-04
Sagespring Wealth Partners, LLC
DECREASED
Shares3,471 from 3,588
Change-117 (-3%)
Value$366.9K (-$6.2K)
Filed 2026-10-22
Lanark Financial, Inc.
UNCHANGED
Shares3,424 from 3,424
Change0 (0%)
Value$362.0K (+$6.0K)
Filed 2026-10-26
Diversify Wealth Management, LLC
INCREASED
Shares3,373 from 2,056
Change+1,317 (+64%)
Value$375.2K (+$156.8K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares3,373 from 2,056
Change+1,317 (+64%)
Value$375.2K (+$156.8K)
Filed 2026-10-20
Ascentis Independent Advisors
NEW
Shares3,366
Change+3,366
Value$355.8K
Filed 2026-11-03
Lavelle Capital LP
NEW
Shares3,340
Change+3,340
Value$353.1K
Filed 2026-11-03
Northeast Investment Management
UNCHANGED
Shares3,316 from 3,316
Change0 (0%)
Value$350.5K (+$5.8K)
Filed 2026-10-30
Harel Insurance Investments & Financial Services Ltd.
INCREASED
Shares3,301 from 1
Change+3,300 (+330000%)
Value$349 (+$349)
Filed 2026-11-02
True North Advisors, LLC
UNCHANGED
Shares3,242 from 3,242
Change0 (0%)
Value$342.7K (+$5.7K)
Filed 2026-10-22
Almanack Investment Partners, Llc.
INCREASED
Shares3,213 from 3,063
Change+150 (+5%)
Value$339.6K (+$21.2K)
Filed 2026-11-03
NavPoint Financial, Inc.
UNCHANGED
Shares3,163 from 3,163
Change0 (0%)
Value$334.4K (+$5.5K)
Filed 2026-10-21
TSG Advice Partners, LLC
NEW
Shares3,105
Change+3,105
Value$322.8K
Filed 2026-10-29
Choreo, LLC
INCREASED
Shares3,103 from 2,301
Change+802 (+35%)
Value$328.0K (+$88.8K)
Filed 2026-10-28
Titleist Asset Management, LLC
DECREASED
Shares3,077 from 3,932
Change-855 (-22%)
Value$325.2K (-$83.5K)
Filed 2026-10-08
Bay Capital Advisors, LLC
UNCHANGED
Shares2,940 from 2,940
Change0 (0%)
Value$310.7K (+$5.1K)
Filed 2026-10-16
Parallel Advisors, LLC
DECREASED
Shares2,887 from 3,088
Change-201 (-7%)
Value$305.2K (-$15.8K)
Filed 2026-11-03
Atlas Brown,Inc.
DECREASED
Shares2,880 from 3,131
Change-251 (-8%)
Value$304.5K (-$21.0K)
Filed 2026-10-09
EverSource Wealth Advisors, LLC
UNCHANGED
Shares2,812 from 2,812
Change0 (0%)
Value$297.3K (+$4.9K)
Filed 2026-11-04
Clarus Group, Inc.
UNCHANGED
Shares2,805 from 2,805
Change0 (0%)
Value$296.5K (+$4.9K)
Filed 2026-10-21
Daymark Wealth Partners, LLC
DECREASED
Shares2,790 from 3,406
Change-616 (-18%)
Value$294.9K (-$59.2K)
Filed 2026-11-04
CapWealth Advisors, LLC
UNCHANGED
Shares2,786 from 2,786
Change0 (0%)
Value$294.5K (+$4.9K)
Filed 2026-10-05
Bell Bank
UNCHANGED
Shares2,734 from 2,734
Change0 (0%)
Value$289.0K (+$4.8K)
Filed 2026-10-21
Facet Wealth, Inc.
INCREASED
Shares2,702 from 2,343
Change+359 (+15%)
Value$285.6K (+$42.1K)
Filed 2026-11-04
Culbertson A N & Co Inc
UNCHANGED
Shares2,701 from 2,701
Change0 (0%)
Value$285.5K (+$4.7K)
Filed 2026-10-21
Parcion Private Wealth LLC
NEW
Shares2,643
Change+2,643
Value$279.4K
Filed 2026-10-28
Signal Advisors Wealth, LLC
DECREASED
Shares2,607 from 3,438
Change-831 (-24%)
Value$275.6K (-$81.8K)
Filed 2026-10-13
Winter & Associates, Inc.
DECREASED
Shares2,588 from 3,100
Change-512 (-17%)
Value$289.3K (-$32.9K)
Filed 2026-10-23
Tritonpoint Wealth, LLC
DECREASED
Shares2,583 from 2,823
Change-240 (-8%)
Value$273.0K (-$20.4K)
Filed 2026-10-19
Sowell Financial Services LLC
INCREASED
Shares2,558 from 2,554
Change+4 (+0%)
Value$270.4K (+$4.9K)
Filed 2026-10-23
Claro Advisors Inc.
UNCHANGED
Shares2,441 from 2,441
Change0 (0%)
Value$258.0K (+$4.3K)
Filed 2026-11-02
Legacy Capital Wealth Partners, LLC
UNCHANGED
Shares2,435 from 2,435
Change0 (0%)
Value$257.4K (+$4.3K)
Filed 2026-10-21
Dynamic Advisor Solutions LLC
INCREASED
Shares2,433 from 2,267
Change+166 (+7%)
Value$257.2K (+$21.5K)
Filed 2026-10-13
Emergent Wealth Advisors, LLC
UNCHANGED
Shares2,319 from 2,319
Change0 (0%)
Value$245.1K (+$4.1K)
Filed 2026-10-09
Whitener Capital Management, Inc.
INCREASED
Shares2,309 from 2,201
Change+108 (+5%)
Value$244.1K (+$15.3K)
Filed 2026-10-15
US Bancorp \de\
DECREASED
Shares2,277 from 5,397
Change-3,120 (-58%)
Value$240.7K (-$320.4K)
Filed 2026-11-05
Roman Butler Fullerton & Co
DECREASED
Shares2,270 from 2,271
Change-1 (0%)
Value$250.9K (+$9.3K)
Filed 2026-10-27
Saxony Capital Management, LLC
DECREASED
Shares2,235 from 2,236
Change-1 (0%)
Value$236.3K (+$3.8K)
Filed 2026-10-15
Parkside Financial Bank & Trust
UNCHANGED
Shares2,233 from 2,233
Change0 (0%)
Value$236.1K (+$3.9K)
Filed 2026-10-27
Trilogy Capital Inc.
UNCHANGED
Shares2,162 from 2,162
Change0 (0%)
Value$228.6K (+$3.8K)
Filed 2026-10-20
Fortem Financial Group, LLC
NEW
Shares2,152
Change+2,152
Value$227.5K
Filed 2026-10-20
Schaper Benz & Wise Investment Counsel Inc
DECREASED
Shares2,149 from 2,329
Change-180 (-8%)
Value$227.2K (-$15.0K)
Filed 2026-10-09
Red Mountain Financial, LLC
DECREASED
Shares2,133 from 2,815
Change-682 (-24%)
Value$225.5K (-$67.2K)
Filed 2026-11-03
Baron Wealth Management LLC
DECREASED
Shares2,122 from 3,025
Change-903 (-30%)
Value$224.3K (-$90.2K)
Filed 2026-10-27
Matthew Goff Investment Advisor, LLC
UNCHANGED
Shares2,115 from 2,115
Change0 (0%)
Value$223.6K (+$3.7K)
Filed 2026-10-13
Alchemi Wealth, LLC
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$222.0K (+$3.7K)
Filed 2026-11-04
Prime Capital Investment Advisors, LLC
DECREASED
Shares2,088 from 2,145
Change-57 (-3%)
Value$220.7K (-$2.3K)
Filed 2026-10-20
Avaii Wealth Management, LLC
UNCHANGED
Shares2,066 from 2,066
Change0 (0%)
Value$219.5K (+$4.7K)
Filed 2026-10-09
Destiny Wealth Partners, LLC
DECREASED
Shares2,050 from 3,050
Change-1,000 (-33%)
Value$233.9K (-$95.8K)
Filed 2026-11-05
Unified Investment Management
UNCHANGED
Shares2,044 from 2,044
Change0 (0%)
Value$216.1K (+$3.6K)
Filed 2026-10-14
Lynx Investment Advisory
UNCHANGED
Shares2,043 from 2,043
Change0 (0%)
Value$216.0K (+$3.6K)
Filed 2026-10-27
Midland Wealth Advisors, LLC
UNCHANGED
Shares2,036 from 2,036
Change0 (0%)
Value$215.2K (+$3.6K)
Filed 2026-10-26
Wolff Financial Management LLC
UNCHANGED
Shares2,029 from 2,029
Change0 (0%)
Value$214.5K (+$3.6K)
Filed 2026-10-23
Landmark Wealth Management, LLC
UNCHANGED
Shares2,012 from 2,012
Change0 (0%)
Value$212.7K (+$3.5K)
Filed 2026-11-03
Sloy Dahl & Holst, LLC
UNCHANGED
Shares1,925 from 1,925
Change0 (0%)
Value$203.5K (+$3.4K)
Filed 2026-10-14
Montag A & Associates Inc
NEW
Shares1,772
Change+1,772
Value$187.3K
Filed 2026-10-29
Key FInancial Inc
UNCHANGED
Shares1,661 from 1,661
Change0 (0%)
Value$175.6K (+$2.9K)
Filed 2026-11-02
Elevated Capital Advisors, LLC
DECREASED
Shares1,597 from 1,666
Change-69 (-4%)
Value$168.8K (-$4.4K)
Filed 2026-11-04
Hilton Head Capital Partners, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$158.6K (+$2.6K)
Filed 2026-10-23
Old Second National Bank of Aurora
UNCHANGED
Shares1,400 from 1,400
Change0 (0%)
Value$148.0K (+$2.5K)
Filed 2026-10-22
Maryland Capital Advisors Inc.
INCREASED
Shares1,374 from 714
Change+660 (+92%)
Value$145.2K (+$71.0K)
Filed 2026-10-15
CoreCap Advisors, LLC
DECREASED
Shares1,227 from 1,371
Change-144 (-10%)
Value$129.7K (-$12.8K)
Filed 2026-10-08
Pittenger & Anderson Inc
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$126.9K (+$2.1K)
Filed 2026-11-02
Spire Wealth Management
DECREASED
Shares1,180 from 1,296
Change-116 (-9%)
Value$124.7K (-$10.1K)
Filed 2026-10-30
Latitude Advisors, LLC
NEW
Shares1,122
Change+1,122
Value$118.6K
Filed 2026-10-27
Center for Financial Planning, Inc.
NEW
Shares1,022
Change+1,022
Value$108.0K
Filed 2026-10-26
Gamma Investing LLC
INCREASED
Shares1,015 from 230
Change+785 (+341%)
Value$107.3K (+$83.4K)
Filed 2026-10-08
Pathway Financial Advisers, LLC
NEW
Shares1,011
Change+1,011
Value$106.8K
Filed 2026-10-27
Rakuten Investment Management, Inc.
NEW
Shares969
Change+969
Value$103.1K
Filed 2026-10-30
Bayban
UNCHANGED
Shares860 from 860
Change0 (0%)
Value$89.4K ($0)
Filed 2026-11-05
EPG Wealth Management LLC
UNCHANGED
Shares854 from 854
Change0 (0%)
Value$90.3K (+$1.5K)
Filed 2026-11-03
Lloyd Advisory Services, Llc.
NEW
Shares850
Change+850
Value$89.9K
Filed 2026-11-02
Hoese & Co LLP
UNCHANGED
Shares833 from 833
Change0 (0%)
Value$88.1K (+$1.5K)
Filed 2026-10-21
Signaturefd, LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$74.0K (+$1.2K)
Filed 2026-10-23
Reap Financial Group, LLC
UNCHANGED
Shares679 from 679
Change0 (0%)
Value$71.8K (+$1.2K)
Filed 2026-11-02
Cape Investment Advisory, Inc.
DECREASED
Shares613 from 620
Change-7 (-1%)
Value$64.8K (+$344)
Filed 2026-10-13
Y.D. More Investments Ltd
UNCHANGED
Shares590 from 590
Change0 (0%)
Value$62.4K (+$1.0K)
Filed 2026-11-02
Glass Jacobson Investment Advisors llc
DECREASED
Shares530 from 534
Change-4 (-1%)
Value$56.1K (+$513)
Filed 2026-10-26
Hartford Financial Management Inc.
UNCHANGED
Shares513 from 513
Change0 (0%)
Value$54.2K (+$898)
Filed 2026-10-21
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$52.9K (+$875)
Filed 2026-10-15
North Star Investment Management Corp.
UNCHANGED
Shares481 from 481
Change0 (0%)
Value$50.8K (+$842)
Filed 2026-10-27
Rosenberg Matthew Hamilton
UNCHANGED
Shares458 from 458
Change0 (0%)
Value$48.4K (+$801)
Filed 2026-10-05
Godsey & Gibb, Inc
UNCHANGED
Shares427 from 427
Change0 (0%)
Value$45.1K (+$748)
Filed 2026-10-14
Centerpoint Advisors, LLC
UNCHANGED
Shares402 from 402
Change0 (0%)
Value$42 (-$42.0K)
Filed 2026-11-05
Salomon & Ludwin, LLC
UNCHANGED
Shares398 from 398
Change0 (0%)
Value$42.1K (+$215)
Filed 2026-10-29
Harbor Investment Advisory, LLC
UNCHANGED
Shares315 from 315
Change0 (0%)
Value$33.3K (+$552)
Filed 2026-10-13
Pflug Koory, LLC
UNCHANGED
Shares313 from 313
Change0 (0%)
Value$33.1K (+$548)
Filed 2026-10-26
Physician Wealth Advisors, Inc.
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$30.7K (+$507)
Filed 2026-10-20
Trust Co
UNCHANGED
Shares287 from 287
Change0 (0%)
Value$30.3K (+$502)
Filed 2026-10-09
Private Wealth Management Group, LLC
NEW
Shares268
Change+268
Value$28.3K
Filed 2026-10-19
Trust Co of Vermont
UNCHANGED
Shares267 from 267
Change0 (0%)
Value$28.2K (+$468)
Filed 2026-10-21
Rossmore Private Capital
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$23.8K (+$394)
Filed 2026-10-27
Cranbrook Wealth Management, LLC
UNCHANGED
Shares222 from 222
Change0 (0%)
Value$23.5K (+$388)
Filed 2026-10-28
Golden State Wealth Management, LLC
UNCHANGED
Shares213 from 213
Change0 (0%)
Value$22.5K (+$373)
Filed 2026-11-02
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares209 from 209
Change0 (0%)
Value$22.1K (+$366)
Filed 2026-10-15
Angeles Wealth Management, LLC
UNCHANGED
Shares196 from 196
Change0 (0%)
Value$20.7K (+$344)
Filed 2026-10-26
Independence Bank of Kentucky
UNCHANGED
Shares196 from 196
Change0 (0%)
Value$20.7K (+$343)
Filed 2026-10-26
Nemes Rush Group LLC
UNCHANGED
Shares188 from 188
Change0 (0%)
Value$19.9K (+$329)
Filed 2026-11-04
Livelsberger Financial Advisory
NEW
Shares179
Change+179
Value$18.9K
Filed 2026-10-28
Avion Wealth
UNCHANGED
Shares169 from 169
Change0 (0%)
Value$17 ($0)
Filed 2026-11-04
Kingdom Financial Group Llc.
NEW
Shares166
Change+166
Value$17.5K
Filed 2026-11-04
SBI Securities Co., Ltd.
INCREASED
Shares164 from 159
Change+5 (+3%)
Value$17.3K (+$806)
Filed 2026-10-22
Tower View Wealth Management LLC
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$16.9K (+$280)
Filed 2026-10-23
Rossby Financial, LCC
INCREASED
Shares144 from 138
Change+6 (+4%)
Value$15.2K (+$876)
Filed 2026-11-05
Key Capital Management, Inc
DECREASED
Shares135 from 596
Change-461 (-77%)
Value$14.3K (-$47.7K)
Filed 2026-11-03
Jacobi Capital Management LLC
NEW
Shares134
Change+134
Value$14.2K
Filed 2026-11-05
Blue Trust, Inc.
INCREASED
Shares132 from 114
Change+18 (+16%)
Value$14.0K (+$2.1K)
Filed 2026-10-15
Abound Wealth Management
UNCHANGED
Shares125 from 125
Change0 (0%)
Value$13.2K (+$219)
Filed 2026-10-26
Allspring Global Investments Holdings, LLC
NEW
Shares105
Change+105
Value$11.1K
Filed 2026-11-04
GK Wealth Management LLC
NEW
Shares103
Change+103
Value$10.9K
Filed 2026-10-09
Markowski Investments
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$10.6K (+$175)
Filed 2026-10-30
Richards, Merrill & Peterson, Inc.
DECREASED
Shares95 from 200
Change-105 (-52%)
Value$10.0K (-$10.8K)
Filed 2026-10-19
Elevation Wealth Partners, LLC
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$9.0K (+$149)
Filed 2026-10-07
Archer Investment Corp
UNCHANGED
Shares83 from 83
Change0 (0%)
Value$8.8K (+$145)
Filed 2026-11-05
Goodman Advisory Group, LLC
NEW
Shares78
Change+78
Value$8.2K
Filed 2026-11-02
Cornerstone National Bank & Trust Co
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$8.2K (+$61)
Filed 2026-10-20
CX Institutional
UNCHANGED
Shares73 from 73
Change0 (0%)
Value$8 ($0)
Filed 2026-10-02
Armstrong Advisory Group, Inc
NEW
Shares72
Change+72
Value$7.6K
Filed 2026-10-09
Gleason Group, Inc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$5.3K (+$88)
Filed 2026-10-15
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares45 from 45
Change0 (0%)
Value$4.8K (+$78)
Filed 2026-10-13
Signature Equity Partners, LLC
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$4.5K (+$76)
Filed 2026-10-29
Meriwether Wealth & Planning, LLC
NEW
Shares41
Change+41
Value$4.3K
Filed 2026-10-13
Highline Wealth Partners LLC
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$4.3K (+$71)
Filed 2026-10-19
Rydar Equities, Inc.
NEW
Shares40
Change+40
Value$4.3K
Filed 2026-10-13
Adkins Seale Capital Management LLC
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$4.1K (+$69)
Filed 2026-10-27
Next Level Wealth Planning, LLC
NEW
Shares20
Change+20
Value$2.1K
Filed 2026-10-29
Bfsg, LLC
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.7K (+$28)
Filed 2026-10-30
Bullock Wealth Management Group
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$1.4K (+$10)
Filed 2026-10-09
Ascentis Wealth Management, LLC
NEW
Shares2
Change+2
Value$211
Filed 2026-11-03
Valley Wealth Managers, Inc.
DECREASED
Shares1 from 196
Change-195 (-99%)
Value$73 (-$20.3K)
Filed 2026-10-09
Sterling Investment Advisors, Ltd.
CLOSED
Shares0 from 36,574
Change-36,574 (-100%)
Value$0 (-$3.8M)
Filed 2026-10-27
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 35,202
Change-35,202 (-100%)
Value$0 (-$3.7M)
Filed 2026-10-21
Dumont & Blake Investment Advisors LLC
CLOSED
Shares0 from 15,013
Change-15,013 (-100%)
Value$0 (-$1.6M)
Filed 2026-10-28
TritonPoint Partners, LLC
CLOSED
Shares0 from 2,823
Change-2,823 (-100%)
Value$0 (-$293.5K)
Filed 2026-11-05
Sovran Advisors, LLC
CLOSED
Shares0 from 2,758
Change-2,758 (-100%)
Value$0 (-$297.6K)
Filed 2026-11-02
First Heartland Consultants, Inc.
CLOSED
Shares0 from 2,526
Change-2,526 (-100%)
Value$0 (-$262.6K)
Filed 2026-10-08
Langley Wealth Management, LLC
CLOSED
Shares0 from 2,399
Change-2,399 (-100%)
Value$0 (-$249.4K)
Filed 2026-11-04
Portside Wealth Group, LLC
CLOSED
Shares0 from 2,363
Change-2,363 (-100%)
Value$0 (-$245.7K)
Filed 2026-10-20
Capital Asset Advisory Services LLC
CLOSED
Shares0 from 2,311
Change-2,311 (-100%)
Value$0 (-$240.3K)
Filed 2026-10-30
MSH Capital Advisors LLC
CLOSED
Shares0 from 2,198
Change-2,198 (-100%)
Value$0 (-$228.5K)
Filed 2026-11-03
Kraft, Davis & Associates, LLC
CLOSED
Shares0 from 1,921
Change-1,921 (-100%)
Value$0 (-$201.4K)
Filed 2026-10-21
Spectrum Wealth Advisory Group, LLC
CLOSED
Shares0 from 542
Change-542 (-100%)
Value$0 (-$56.3K)
Filed 2026-10-29
Decker Retirement Planning Inc.
CLOSED
Shares0 from 283
Change-283 (-100%)
Value$0 (-$29.4K)
Filed 2026-10-19
Coastline Trust Co
CLOSED
Shares0 from 130
Change-130 (-100%)
Value$0 (-$13.5K)
Filed 2026-10-01
Midway Capital Research & Management
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$4.2K)
Filed 2026-10-20
Tradewinds Capital Management, LLC
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$1.2K)
Filed 2026-10-23
Mather Group, Llc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$150)
Filed 2026-10-14
Morgan Stanley
N/A
Shares— from 5,726,513
Change-5,726,513 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 5,291,391
Change-5,291,391 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 5,225,881
Change-5,225,881 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 2,333,506
Change-2,333,506 (-100%)
Value—
Boulay Financial Advisors, LLC
N/A
Shares— from 2,287,619
Change-2,287,619 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,895,284
Change-1,895,284 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,360,250
Change-1,360,250 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,153,632
Change-1,153,632 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 843,420
Change-843,420 (-100%)
Value—
UBS Group AG
N/A
Shares— from 724,938
Change-724,938 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 681,430
Change-681,430 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 637,255
Change-637,255 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 617,016
Change-617,016 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 593,918
Change-593,918 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 562,820
Change-562,820 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 539,046
Change-539,046 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 528,915
Change-528,915 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 476,253
Change-476,253 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 473,733
Change-473,733 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 465,552
Change-465,552 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 414,625
Change-414,625 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 410,179
Change-410,179 (-100%)
Value—
Stephens Inc
N/A
Shares— from 361,144
Change-361,144 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 345,579
Change-345,579 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 309,771
Change-309,771 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 305,588
Change-305,588 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 288,598
Change-288,598 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 288,074
Change-288,074 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 283,812
Change-283,812 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 279,802
Change-279,802 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 265,937
Change-265,937 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 257,808
Change-257,808 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 255,291
Change-255,291 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 246,848
Change-246,848 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 204,171
Change-204,171 (-100%)
Value—
Graver Capital Management, LLC
N/A
Shares— from 186,152
Change-186,152 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 181,107
Change-181,107 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 180,743
Change-180,743 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 159,278
Change-159,278 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 142,289
Change-142,289 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 140,741
Change-140,741 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 138,403
Change-138,403 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 133,862
Change-133,862 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 125,479
Change-125,479 (-100%)
Value—
&partners
N/A
Shares— from 123,665
Change-123,665 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 118,099
Change-118,099 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 103,893
Change-103,893 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 97,185
Change-97,185 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 95,787
Change-95,787 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 93,829
Change-93,829 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 93,536
Change-93,536 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 90,357
Change-90,357 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 81,967
Change-81,967 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 81,772
Change-81,772 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 76,461
Change-76,461 (-100%)
Value—
Copley Financial Group, Inc.
N/A
Shares— from 75,328
Change-75,328 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 71,225
Change-71,225 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 71,105
Change-71,105 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 68,361
Change-68,361 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 67,247
Change-67,247 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 65,489
Change-65,489 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 62,845
Change-62,845 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 60,037
Change-60,037 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 56,864
Change-56,864 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 54,482
Change-54,482 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 53,981
Change-53,981 (-100%)
Value—
Tacita Capital Inc
N/A
Shares— from 53,516
Change-53,516 (-100%)
Value—
Betterment LLC
N/A
Shares— from 53,446
Change-53,446 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 51,732
Change-51,732 (-100%)
Value—
Fortune Financial Advisors, LLC
N/A
Shares— from 50,608
Change-50,608 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 48,556
Change-48,556 (-100%)
Value—
FMR LLC
N/A
Shares— from 47,904
Change-47,904 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 46,041
Change-46,041 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 45,920
Change-45,920 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 44,333
Change-44,333 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 43,667
Change-43,667 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 41,857
Change-41,857 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 41,296
Change-41,296 (-100%)
Value—
Atlas Wealth LLC
N/A
Shares— from 40,526
Change-40,526 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 39,847
Change-39,847 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 38,025
Change-38,025 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 37,788
Change-37,788 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 37,665
Change-37,665 (-100%)
Value—
Cutler Capital Management, LLC
N/A
Shares— from 37,508
Change-37,508 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 37,379
Change-37,379 (-100%)
Value—
Money Concepts Capital Corp
N/A
Shares— from 36,116
Change-36,116 (-100%)
Value—
Stonebridge Financial Planning Group, LLC
N/A
Shares— from 35,678
Change-35,678 (-100%)
Value—
PSI Advisors, LLC
N/A
Shares— from 35,398
Change-35,398 (-100%)
Value—
Magnolia Capital Advisors LLC
N/A
Shares— from 34,623
Change-34,623 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 34,326
Change-34,326 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 33,751
Change-33,751 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 33,621
Change-33,621 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 33,590
Change-33,590 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 33,588
Change-33,588 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 33,466
Change-33,466 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 32,816
Change-32,816 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 32,398
Change-32,398 (-100%)
Value—
Blair William & Co
N/A
Shares— from 31,310
Change-31,310 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 31,275
Change-31,275 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 31,207
Change-31,207 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 30,234
Change-30,234 (-100%)
Value—
Stonebridge Financial Group, LLC / MO
N/A
Shares— from 29,229
Change-29,229 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 29,026
Change-29,026 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 27,873
Change-27,873 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 26,652
Change-26,652 (-100%)
Value—
Plotkin Financial Advisors, LLC
N/A
Shares— from 26,444
Change-26,444 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 25,392
Change-25,392 (-100%)
Value—
Goepper Burkhardt LLC
N/A
Shares— from 25,352
Change-25,352 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 25,214
Change-25,214 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 25,096
Change-25,096 (-100%)
Value—
White Knight Strategic Wealth Advisors, LLC
N/A
Shares— from 24,413
Change-24,413 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 24,145
Change-24,145 (-100%)
Value—
Westshore Wealth, LLC
N/A
Shares— from 23,929
Change-23,929 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 23,741
Change-23,741 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 23,582
Change-23,582 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 23,441
Change-23,441 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 22,761
Change-22,761 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 22,523
Change-22,523 (-100%)
Value—
FCA Corp
N/A
Shares— from 22,114
Change-22,114 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 21,947
Change-21,947 (-100%)
Value—
Element Squared LLC
N/A
Shares— from 21,775
Change-21,775 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 21,709
Change-21,709 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 21,666
Change-21,666 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 21,179
Change-21,179 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 20,586
Change-20,586 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 20,483
Change-20,483 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 20,332
Change-20,332 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 20,161
Change-20,161 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 19,777
Change-19,777 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 19,535
Change-19,535 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 19,147
Change-19,147 (-100%)
Value—
Donaldson Capital Management, LLC
N/A
Shares— from 18,908
Change-18,908 (-100%)
Value—
Hilltop Holdings Inc.
N/A
Shares— from 18,898
Change-18,898 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 17,501
Change-17,501 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 17,190
Change-17,190 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 16,875
Change-16,875 (-100%)
Value—
M3 Advisory Group, LLC
N/A
Shares— from 16,624
Change-16,624 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 16,098
Change-16,098 (-100%)
Value—
SageView Advisory Group, LLC
N/A
Shares— from 15,999
Change-15,999 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 15,832
Change-15,832 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 15,481
Change-15,481 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 15,369
Change-15,369 (-100%)
Value—
Rollins Financial Advisors, LLC
N/A
Shares— from 14,497
Change-14,497 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 14,478
Change-14,478 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 13,737
Change-13,737 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 13,579
Change-13,579 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 13,161
Change-13,161 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 13,052
Change-13,052 (-100%)
Value—
RIK Saylor Financial, Inc.
N/A
Shares— from 12,920
Change-12,920 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 12,568
Change-12,568 (-100%)
Value—
Kinetic Wealth Investment Advisors LLC
N/A
Shares— from 12,418
Change-12,418 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 12,295
Change-12,295 (-100%)
Value—
Bawa N Mallick Trust
N/A
Shares— from 12,013
Change-12,013 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 11,778
Change-11,778 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 11,734
Change-11,734 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 11,634
Change-11,634 (-100%)
Value—
Perennial Investment Advisors, LLC
N/A
Shares— from 11,356
Change-11,356 (-100%)
Value—
Warner Financial, Inc
N/A
Shares— from 11,238
Change-11,238 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 11,025
Change-11,025 (-100%)
Value—
Cornerstone Financial Group, LLC
N/A
Shares— from 11,019
Change-11,019 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 10,731
Change-10,731 (-100%)
Value—
Keystone Financial Group
N/A
Shares— from 10,621
Change-10,621 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 10,409
Change-10,409 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 10,058
Change-10,058 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 9,942
Change-9,942 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 9,681
Change-9,681 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 9,632
Change-9,632 (-100%)
Value—
Wimmer Associates 1, LLC
N/A
Shares— from 9,556
Change-9,556 (-100%)
Value—
Auxano Advisors, LLC
N/A
Shares— from 9,250
Change-9,250 (-100%)
Value—
Ascent Advisors, LLC
N/A
Shares— from 9,202
Change-9,202 (-100%)
Value—
Hunter Perkins Capital Management, LLC
N/A
Shares— from 9,190
Change-9,190 (-100%)
Value—
FWG Holdings, LLC
N/A
Shares— from 9,094
Change-9,094 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 9,026
Change-9,026 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 9,006
Change-9,006 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 8,957
Change-8,957 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 8,868
Change-8,868 (-100%)
Value—
Cozad Asset Management Inc
N/A
Shares— from 8,771
Change-8,771 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 8,706
Change-8,706 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 8,650
Change-8,650 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 8,427
Change-8,427 (-100%)
Value—
Ascension Capital Advisors, Inc.
N/A
Shares— from 8,304
Change-8,304 (-100%)
Value—
Cofg Advisors, LLC
N/A
Shares— from 8,011
Change-8,011 (-100%)
Value—
SK Wealth Management, LLC
N/A
Shares— from 7,897
Change-7,897 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 7,569
Change-7,569 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 7,411
Change-7,411 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 7,318
Change-7,318 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 7,107
Change-7,107 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 7,069
Change-7,069 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 6,960
Change-6,960 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 6,879
Change-6,879 (-100%)
Value—
Valued Retirements, Inc.
N/A
Shares— from 6,865
Change-6,865 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 6,773
Change-6,773 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 6,671
Change-6,671 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 6,609
Change-6,609 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 6,547
Change-6,547 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 6,535
Change-6,535 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 6,477
Change-6,477 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 6,464
Change-6,464 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 6,454
Change-6,454 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 6,402
Change-6,402 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 6,319
Change-6,319 (-100%)
Value—
ProVise Management Group, LLC
N/A
Shares— from 6,281
Change-6,281 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 6,181
Change-6,181 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 6,084
Change-6,084 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 5,996
Change-5,996 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 5,963
Change-5,963 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 5,944
Change-5,944 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 5,729
Change-5,729 (-100%)
Value—
Deutsche Bank Ag\
N/A
Shares— from 5,567
Change-5,567 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 5,513
Change-5,513 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 5,509
Change-5,509 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 5,340
Change-5,340 (-100%)
Value—
Dash Acquisitions Inc.
N/A
Shares— from 5,329
Change-5,329 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 5,283
Change-5,283 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 5,270
Change-5,270 (-100%)
Value—
Beck Capital Management, LLC
N/A
Shares— from 5,226
Change-5,226 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 5,203
Change-5,203 (-100%)
Value—
TFR Capital, Llc.
N/A
Shares— from 5,192
Change-5,192 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 5,099
Change-5,099 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 5,031
Change-5,031 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 4,918
Change-4,918 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 4,894
Change-4,894 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 4,824
Change-4,824 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 4,714
Change-4,714 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 4,666
Change-4,666 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 4,439
Change-4,439 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 4,402
Change-4,402 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 4,363
Change-4,363 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 4,247
Change-4,247 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 4,128
Change-4,128 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 3,923
Change-3,923 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 3,803
Change-3,803 (-100%)
Value—
Westview Management dba Westview Investment Advisors
N/A
Shares— from 3,751
Change-3,751 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 3,740
Change-3,740 (-100%)
Value—
Bank of Hawaii
N/A
Shares— from 3,634
Change-3,634 (-100%)
Value—
Commerce Bank
N/A
Shares— from 3,621
Change-3,621 (-100%)
Value—
Henrickson Nauta Wealth Advisors, Inc.
N/A
Shares— from 3,553
Change-3,553 (-100%)
Value—
360 Financial, Inc.
N/A
Shares— from 3,543
Change-3,543 (-100%)
Value—
Collaborative Wealth Managment Inc.
N/A
Shares— from 3,512
Change-3,512 (-100%)
Value—
Guardian Capital, LLC
N/A
Shares— from 3,491
Change-3,491 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 3,426
Change-3,426 (-100%)
Value—
Clare Market Investments LLC
N/A
Shares— from 3,329
Change-3,329 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 3,313
Change-3,313 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 3,307
Change-3,307 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 3,292
Change-3,292 (-100%)
Value—
Westend Capital Management, LLC
N/A
Shares— from 3,277
Change-3,277 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 3,150
Change-3,150 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 3,143
Change-3,143 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 3,111
Change-3,111 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 3,039
Change-3,039 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 3,030
Change-3,030 (-100%)
Value—
Barnett & Company, Inc.
N/A
Shares— from 2,951
Change-2,951 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 2,881
Change-2,881 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 2,852
Change-2,852 (-100%)
Value—
LM Advisors LLC
N/A
Shares— from 2,842
Change-2,842 (-100%)
Value—
Piedmont Capital Management, LLC
N/A
Shares— from 2,820
Change-2,820 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 2,741
Change-2,741 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 2,716
Change-2,716 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 2,707
Change-2,707 (-100%)
Value—
Ketron Financial
N/A
Shares— from 2,705
Change-2,705 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 2,703
Change-2,703 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
GatePass Capital, LLC
N/A
Shares— from 2,699
Change-2,699 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 2,683
Change-2,683 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 2,620
Change-2,620 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 2,603
Change-2,603 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,542
Change-2,542 (-100%)
Value—
Drive Wealth Management, LLC
N/A
Shares— from 2,458
Change-2,458 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 2,456
Change-2,456 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 2,455
Change-2,455 (-100%)
Value—
Waddell & Associates, LLC
N/A
Shares— from 2,435
Change-2,435 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 2,386
Change-2,386 (-100%)
Value—
Lifeworks Advisors, LLC
N/A
Shares— from 2,356
Change-2,356 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 2,323
Change-2,323 (-100%)
Value—
American Financial Advisors, LLC
N/A
Shares— from 2,271
Change-2,271 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 2,250
Change-2,250 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 2,248
Change-2,248 (-100%)
Value—
Traction Financial Partners, LLC
N/A
Shares— from 2,223
Change-2,223 (-100%)
Value—
Chokshi & Queen Wealth Advisors, Inc
N/A
Shares— from 2,210
Change-2,210 (-100%)
Value—
Proficio Capital Partners LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
GenTrust, LLC
N/A
Shares— from 2,200
Change-2,200 (-100%)
Value—
CFO4Life Group, LLC
N/A
Shares— from 2,166
Change-2,166 (-100%)
Value—
Sonoma Allocations LLC
N/A
Shares— from 2,125
Change-2,125 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 2,076
Change-2,076 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 2,075
Change-2,075 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 2,062
Change-2,062 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 2,046
Change-2,046 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 2,036
Change-2,036 (-100%)
Value—
Phoenix Financial Ltd.
N/A
Shares— from 2,030
Change-2,030 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 1,932
Change-1,932 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 1,862
Change-1,862 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 1,796
Change-1,796 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 1,582
Change-1,582 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,581
Change-1,581 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 1,520
Change-1,520 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 1,472
Change-1,472 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 1,100
Change-1,100 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,093
Change-1,093 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 1,074
Change-1,074 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 1,039
Change-1,039 (-100%)
Value—
Prudential PLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 889
Change-889 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 850
Change-850 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 836
Change-836 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 832
Change-832 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 742
Change-742 (-100%)
Value—
Castlekeep Investment Advisors LLC
N/A
Shares— from 726
Change-726 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 667
Change-667 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 644
Change-644 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 629
Change-629 (-100%)
Value—
Barclays PLC
N/A
Shares— from 606
Change-606 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 535
Change-535 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 444
Change-444 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 405
Change-405 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 402
Change-402 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 382
Change-382 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 368
Change-368 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 342
Change-342 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 335
Change-335 (-100%)
Value—
Migdal Insurance & Financial Holdings Ltd.
N/A
Shares— from 326
Change-326 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 324
Change-324 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 290
Change-290 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 282
Change-282 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 238
Change-238 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 201
Change-201 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 184
Change-184 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 129
Change-129 (-100%)
Value—
Collier Financial
N/A
Shares— from 106
Change-106 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 75
Change-75 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 74
Change-74 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 69
Change-69 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 65
Change-65 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 33
Change-33 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 21
Change-21 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 18
Change-18 (-100%)
Value—
Alerus Financial NA
N/A
Shares— from 5
Change-5 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
Mesirow Financial Investment Management, Inc.
DECREASED2,639,5852,647,494-7,9090%$275.2M$279.0M+$3.8M2026-11-05
Southern Farm Bureau Life Insurance
UNCHANGED1,107,9671,107,96700%$115.2M$117.1K-$115.1M2026-10-15
Commonwealth Equity Services, LLC
DECREASED997,0321,130,118-133,086-12%$117.5M$105.4M-$12.1M2026-11-02
Verde Capital Management
INCREASED927,965690,661+237,304+34%$71.8M$98.1M+$26.3M2026-10-28
Cambridge Investment Research Advisors, Inc.
DECREASED544,957596,667-51,710-9%$62.0M$57.6K-$62.0M2026-11-02
Leelyn Smith, LLC
INCREASED539,247529,240+10,007+2%$55.0M$57.0M+$2.0M2026-11-03
Harbor Group, Inc.
INCREASED506,022500,928+5,094+1%$52.1M$53.5M+$1.4M2026-10-14
Regatta Capital Group, LLC
INCREASED482,975477,919+5,056+1%$49.7M$51.1M+$1.4M2026-10-23
Provenance Wealth Advisors, LLC
DECREASED482,624844,350-361,726-43%$87.8M$51.0M-$36.8M2026-10-30
Whitaker-Myers Wealth Managers, Ltd.
INCREASED452,541430,701+21,840+5%$44.8M$47.8M+$3.1M2026-10-09
Summit Asset Management, LLC
INCREASED392,211391,235+976+0%$40.7M$41.5M+$787.9K2026-11-05
G2 Capital Management, LLC / OH
DECREASED367,084413,518-46,434-11%$43.0M$38.8M-$4.2M2026-10-23
Assetmark, Inc
INCREASED332,309326,978+5,331+2%$34.0M$35.1M+$1.1M2026-10-21
Jnba Financial Advisors
DECREASED323,056338,932-15,876-5%$35.2M$34.2M-$1.1M2026-11-03
Prospera Financial Services Inc
INCREASED275,047192,356+82,691+43%$20.0M$30.9M+$10.9M2026-11-04
Buttonwood Financial Advisors Inc.
DECREASED260,865271,209-10,344-4%$28.2M$27.6M-$618.8K2026-10-13
Brookstone Capital Management
DECREASED257,491260,797-3,306-1%$27.1M$27.2M+$106.9K2026-10-22
Wealth Enhancement Advisory Services, LLC
INCREASED253,598249,867+3,731+1%$25.0M$25.9M+$866.5K2026-10-13
Planned Solutions, Inc.
DECREASED240,070288,767-48,697-17%$30.0M$25.4M-$4.6M2026-10-19
Berkshire Money Management, Inc.
INCREASED226,127213,872+12,255+6%$22.2M$23.9M+$1.7M2026-10-21
KRM Wealth Management L.L.C.
INCREASED224,703220,050+4,653+2%$22.9M$23.8M+$877.0K2026-11-02
Wealthcare Advisory Partners LLC
INCREASED220,638220,424+214+0%$22.9M$23.3M+$408.4K2026-10-21
James J. Burns & Company, LLC
INCREASED201,368194,610+6,758+3%$20.2M$21.3M+$1.1M2026-10-22
Altus Wealth Group LLC
INCREASED198,996197,070+1,926+1%$20.5M$21.0M+$548.5K2026-10-20
Creative Planning
DECREASED196,837213,905-17,068-8%$22.2M$20.8M-$1.4M2026-11-02
Etesian Wealth Advisors, Inc.
DECREASED185,544186,600-1,056-1%$19.4M$19.6M+$214.9K2026-10-27
Ceera Investments, LLC
DECREASED181,966243,555-61,589-25%$25.3M$19.2M-$6.1M2026-11-02
Beaumont Asset Management, L.L.C.
INCREASED179,693179,283+410+0%$18.6M$19.0M+$357.1K2026-10-16
Cabot Wealth Management Inc
INCREASED165,945157,363+8,582+5%$16.4M$17.5M+$1.2M2026-11-05
IFP Advisors, Inc
INCREASED161,295152,692+8,603+6%$15.9M$17.1M+$1.2M2026-10-16
New England Private Wealth Advisors LLC
DECREASED159,398163,882-4,484-3%$17.1M$16.8M-$285.8K2026-10-19
Citigroup Inc
INCREASED146,734145,158+1,576+1%$15.1M$15.5M+$420.6K2026-11-04
Joseph Group Capital Management
INCREASED139,859137,649+2,210+2%$14.3M$14.8M+$474.5K2026-11-04
Davenport & Co LLC
DECREASED139,310140,567-1,257-1%$14.6M$14.7M+$113.1K2026-10-14
Visionary Wealth Advisors
DECREASED133,727139,301-5,574-4%$14.5M$14.1M-$345.5K2026-11-04
Robertson Stephens Wealth Management, LLC
DECREASED133,054133,988-934-1%$13.9M$14.1M+$135.7K2026-10-16
AlphaCore Capital LLC
DECREASED130,452130,752-3000%$13.6M$13.8M+$197.1K2026-11-04
Tanager Wealth Management LLP
DECREASED128,683134,068-5,385-4%$13.9M$13.6M-$334.6K2026-10-19
Oppenheimer & Co Inc
DECREASED124,020124,468-4480%$12.9M$13.1M+$170.5K2026-10-26
Unique Wealth Strategies, LLC
UNCHANGED123,130123,13000%$12.8M$12.8M$02026-10-13
Fermata Advisors, LLC
INCREASED122,627122,411+216+0%$12.7M$13.0M+$237.0K2026-10-13
Ferguson Shapiro LLC
INCREASED119,867103,385+16,482+16%$10.7M$12.7M+$1.9M2026-10-16
Independent Financial Group, LLC
DECREASED116,521122,445-5,924-5%$12.7M$12.3M-$412.0K2026-10-13
Family Office Research LLC
DECREASED114,614133,838-19,224-14%$13.9M$12.1M-$1.8M2026-10-14
Financial Solutions Advisory Group, Inc.
INCREASED113,948112,420+1,528+1%$11.9M$12.6M+$724.4K2026-10-28
46 Peaks LLC
DECREASED108,193114,115-5,922-5%$11.9M$11.4M-$426.3K2026-11-03
Kestra Private Wealth Services, LLC
DECREASED104,212110,493-6,281-6%$11.5M$11.0M-$470.6K2026-10-30
Financial Management Network Inc
DECREASED101,572141,620-40,048-28%$15.0M$10.8M-$4.3M2026-10-09
Richmond Investment Services, LLC
INCREASED95,93595,348+587+1%$9.9M$10.1M+$228.8K2026-10-29
Farrow Financial, Inc.
INCREASED94,99994,997+20%$9.9M$10.0M+$166.5K2026-10-30
Kestra Advisory Services, LLC
DECREASED93,33895,890-2,552-3%$10.0M$9.9M-$102.0K2026-11-02
Howard Financial Services, Ltd.
INCREASED91,79989,104+2,695+3%$9.3M$9.7M+$440.8K2026-10-15
TPG Advisors LLC
INCREASED83,34182,272+1,069+1%$8.6M$8.8M+$257.1K2026-10-16
EnRich Financial Partners LLC
DECREASED79,57381,138-1,565-2%$8.4M$8.4M-$23.5K2026-10-21
Onyx Bridge Wealth Group LLC
DECREASED77,83679,470-1,634-2%$8.3M$8.2M-$33.7K2026-10-16
Thrivent Financial for Lutherans
DECREASED77,116113,379-36,263-32%$11.8M$8.2K-$11.8M2026-11-05
Philip James Wealth Mangement, LLC
DECREASED76,70679,605-2,899-4%$8.3M$8.1M-$167.8K2026-10-27
Employees' Retirement Fund of the City of Fort Worth
UNCHANGED75,07475,07400%$7.8M$7.9M+$131.4K2026-11-02
Elevation Capital Advisory, LLC
INCREASED74,74712,290+62,457+508%$1.3M$7.9M+$6.6M2026-10-29
Apollon Wealth Management, LLC
INCREASED74,38317,592+56,791+323%$1.8M$7.9M+$6.0M2026-10-23
American National Bank of Texas
INCREASED73,77671,601+2,175+3%$7.4M$7.8M+$355.2K2026-10-07
Sigma Planning Corp
DECREASED72,62973,341-712-1%$7.6M$7.7M+$53.1K2026-10-23
Mengis Capital Management, Inc.
INCREASED72,36169,347+3,014+4%$7.2M$7.6M+$440.0K2026-10-13
Concurrent Investment Advisors, LLC
DECREASED71,30474,490-3,186-4%$7.7M$7.5M-$206.5K2026-10-16
Boyce & Associates Wealth Consulting, Inc.
DECREASED69,777105,069-35,292-34%$10.9M$7.4M-$3.5M2026-10-14
HBW Advisory Services LLC
DECREASED66,830149,886-83,056-55%$15.6M$7.1M-$8.5M2026-10-15
Boomfish Wealth Group, LLC
DECREASED64,32371,995-7,672-11%$7.5M$6.8M-$685.0K2026-10-22
Midwest Financial Group LLC
INCREASED62,46061,996+464+1%$6.4M$6.6M+$157.5K2026-10-15
VestGen Advisors, LLC
DECREASED62,40262,675-2730%$6.5M$6.6M+$80.8K2026-10-27
Paller Financial Services Inc
INCREASED62,01661,000+1,016+2%$6.3M$6.6M+$214.2K2026-10-13
Darrow Company, Inc.
DECREASED60,84964,077-3,228-5%$6.7M$6.4M-$229.0K2026-10-22
Activest Wealth Management
DECREASED59,99989,652-29,653-33%$9.3M$6.3M-$3.0M2026-10-15
Selby Wealth Management, LLC
DECREASED59,57560,820-1,245-2%$6.3M$6.3M-$25.2K2026-10-16
Guilbault Capital LLC
DECREASED57,31963,784-6,465-10%$6.6M$6.1M-$571.8K2026-10-28
Eubel Brady & Suttman Asset Management Inc
DECREASED56,37761,068-4,691-8%$6.3M$6.0K-$6.3M2026-11-04
Allen Capital Group, LLC
DECREASED55,91957,372-1,453-3%$6.0M$5.9M-$53.2K2026-10-27
D.A. Davidson & Co.
DECREASED54,72957,451-2,722-5%$6.0M$5.8M-$187.2K2026-10-28
Mirae Asset Global Investments Co., Ltd.
INCREASED53,90040,000+13,900+35%$4.2M$5.7M+$1.5M2026-11-03
Harbour Trust & Investment Management Co
DECREASED53,888207,803-153,915-74%$21.6M$5.7M-$15.9M2026-10-28
Signature Estate & Investment Advisors LLC
INCREASED51,49949,057+2,442+5%$5.1M$5.4M+$344.1K2026-10-13
Moneco Advisors, LLC
INCREASED50,63346,039+4,594+10%$4.8M$5.4M+$566.2K2026-11-05
Beaumont Financial Advisors, LLC
DECREASED49,42077,701-28,281-36%$8.1M$5.2M-$2.9M2026-10-22
Sunpointe, LLC
DECREASED49,24251,807-2,565-5%$5.4M$5.2M-$180.5K2026-10-22
StoneX Group Inc.
DECREASED48,79555,591-6,796-12%$5.8M$5.2M-$572.0K2026-11-03
MCF Advisors LLC
DECREASED47,95249,362-1,410-3%$5.1M$5.1M-$62.7K2026-10-28
Tranquility Partners, LLC
DECREASED47,73749,127-1,390-3%$5.1M$5.0M-$61.0K2026-10-20
Opal Wealth Advisors, LLC
INCREASED46,36143,919+2,442+6%$4.6M$4.9M+$335.0K2026-10-16
Jacksonville Wealth Management, LLC
INCREASED45,77139,012+6,759+17%$4.1M$4.8M+$782.8K2026-10-30
Y-Intercept (Hong Kong) Ltd
NEW45,763—+45,763——$4.8M—2026-10-16
Fifth Third Bancorp
DECREASED45,61945,670-510%$4.7M$4.8M+$74.5K2026-11-05
Turning Point Benefit Group, Inc.
INCREASED45,61642,184+3,432+8%$4.4M$4.8M+$413.3K2026-10-28
Farrell Financial LLC
DECREASED44,34044,974-634-1%$4.7M$4.7M+$11.7K2026-10-16
Ayalon Insurance Comp Ltd.
INCREASED43,74742,115+1,632+4%$4.4K$4.6K+$2462026-10-08
Flagstar Securities, Inc
INCREASED42,55442,338+216+1%$4.4M$4.5M+$96.9K2026-10-15
Capital Investment Advisory Services, LLC
DECREASED41,23544,423-3,188-7%$4.6M$4.4M-$259.3K2026-10-30
William John Sempolinski
DECREASED41,19941,469-270-1%$4.3M$4.4M+$44.0K2026-10-20
Truist Financial Corp
DECREASED41,19941,218-190%$4.3M$4.4M+$70.2K2026-10-30
Avalon Capital Management
INCREASED39,74639,572+174+0%$4.1M$4.2M+$87.6K2026-11-04
Lido Advisors, LLC
INCREASED38,52437,542+982+3%$3.9M$4.1M+$169.5K2026-11-04
WealthPlan Investment Management, LLC
DECREASED37,20643,032-5,826-14%$4.5M$3.9M-$540.5K2026-10-15
RDA Financial Network
INCREASED36,98835,413+1,575+4%$3.7M$3.9M+$228.5K2026-10-15
Lunt Capital Management, Inc.
INCREASED35,96735,507+460+1%$3.7M$3.8M+$110.8K2026-10-30
Commerce Advisors, LLC
DECREASED34,77136,007-1,236-3%$3.7M$3.7M-$67.6K2026-10-19
Tompkins Financial Corp
DECREASED34,26937,950-3,681-10%$3.9M$3.6M-$322.7K2026-10-05
Acorn Wealth Advisors, LLC
DECREASED33,86239,934-6,072-15%$4.2M$3.6M-$572.0K2026-10-19
Rose Capital Advisors LLC
DECREASED33,36433,493-1290%$3.5M$3.5M+$45.1K2026-11-04
Iron Financial LLC
INCREASED33,08233,041+41+0%$3.4M$3.5M+$62.2K2026-10-23
J.W. Cole Advisors, Inc.
DECREASED32,02333,033-1,010-3%$3.4M$3.4M-$49.0K2026-11-05
Cornerstone Wealth Management, LLC
INCREASED32,01429,283+2,731+9%$3.0M$3.4M+$339.9K2026-11-04
Paragon Advisors, LLC
DECREASED30,90840,834-9,926-24%$4.2M$3.3M-$977.8K2026-11-03
Patton Albertson Miller Group, LLC
DECREASED30,50632,142-1,636-5%$3.3M$3.2M-$116.6K2026-10-26
Tactive Advisors, LLC
DECREASED30,16431,525-1,361-4%$3.3M$3.2M-$88.7K2026-10-08
BXM Wealth LLC
DECREASED29,92033,055-3,135-9%$3.4M$3.2M-$273.6K2026-11-03
Farther Finance Advisors, LLC
DECREASED29,91730,276-359-1%$3.1M$3.2M+$15.0K2026-10-08
Compound Planning, Inc.
DECREASED29,36329,775-412-1%$3.1M$3.1M+$8.6K2026-11-05
Creekside Partners
DECREASED28,10028,247-147-1%$2.9M$3.0M+$33.9K2026-11-04
Victory Financial Group, LLC
DECREASED28,08229,733-1,651-6%$3.1M$3.0M-$122.5K2026-10-27
Laurel Wealth Planning LLC
DECREASED27,85330,622-2,769-9%$3.2M$2.9M-$239.1K2026-11-02
Obermeyer Wealth Partners
DECREASED27,51229,714-2,202-7%$3.1M$2.9M-$180.8K2026-10-21
XML Financial, LLC
INCREASED27,44626,996+450+2%$2.8M$2.9M+$94.8K2026-10-29
Integrated Advisors Network LLC
INCREASED26,40926,351+58+0%$2.7M$2.8M+$52.2K2026-10-20
Cross Staff Investments Inc
INCREASED26,12725,233+894+4%$2.6M$2.8M+$138.7K2026-10-22
Lionsbridge Wealth Management LLC
DECREASED25,04627,493-2,447-9%$2.9M$2.6M-$210.6K2026-10-26
S.E.E.D. Planning Group LLC
INCREASED23,67010,118+13,552+134%$1.1M$2.5M+$1.5M2026-10-07
Bank of New York Mellon Corp
DECREASED23,14326,056-2,913-11%$2.7M$2.4M-$262.3K2026-11-05
Cliftonlarsonallen Wealth Advisors, LLC
DECREASED23,13123,470-339-1%$2.4M$2.4M+$5.2K2026-10-14
First Financial Group Corp
DECREASED22,97123,042-710%$2.4M$2.4M+$32.8K2026-10-22
Triumph Capital Management
DECREASED22,82624,326-1,500-6%$2.5M$2.4M-$116.0K2026-10-14
TME Financial, Inc.
DECREASED22,79029,449-6,659-23%$3.1M$2.4M-$652.4K2026-10-14
Fifth Third Securities, Inc.
DECREASED22,40623,225-819-4%$2.4M$2.4M-$45.9K2026-10-21
YHB Investment Advisors, Inc.
DECREASED21,72324,434-2,711-11%$2.5M$2.3M-$243.8K2026-10-08
Atria Investments, Inc
DECREASED21,53322,064-531-2%$2.3M$2.3M-$17.5K2026-10-15
Wealth Enhancement Trust Services, Inc.
UNCHANGED21,00121,00100%$2.2M$2.2M+$36.8K2026-10-07
Cornell Pochily Investment Advisors, Inc.
DECREASED20,69121,406-715-3%$2.2M$2.2M-$38.1K2026-10-19
XY Planning Network, Inc.
DECREASED20,13820,299-161-1%$2.1M$2.1M+$18.5K2026-10-14
Endowment Wealth Management, Inc.
INCREASED19,20617,871+1,335+7%$1.9M$2.0M+$172.4K2026-11-03
ARQ Wealth Advisors, LLC
INCREASED19,11718,115+1,002+6%$1.9M$2.0M+$129.4K2026-10-29
Cookson Peirce & Co Inc
DECREASED18,89420,965-2,071-10%$2.2M$2.0M-$182.2K2026-10-30
Pekin Hardy Strauss, Inc.
DECREASED17,97818,488-510-3%$1.9M$1.9M-$21.6K2026-11-02
Foguth Wealth Management, Llc.
DECREASED16,03518,254-2,219-12%$1.9M$1.8M-$163.5K2026-10-19
Sentinel Pension Advisors, LLC
DECREASED16,00916,042-330%$1.7M$1.7M-$12.3K2026-11-02
Kingswood Wealth Advisors, LLC
INCREASED15,42515,042+383+3%$1.6M$1.6M+$66.8K2026-10-23
Chicago Partners Investment Group LLC
INCREASED15,26815,143+125+1%$1.6M$1.7M+$136.8K2026-10-27
Focus Financial Network, Inc.
DECREASED15,14616,202-1,056-7%$1.7M$1.6M-$83.4K2026-10-14
Vise Technologies, Inc.
INCREASED15,10411,327+3,777+33%$1.2M$1.6M+$419.0K2026-10-29
Madden Securities Corp
UNCHANGED15,00015,00000%$1.6M$1.6M+$26.3K2026-10-27
NorthCrest Asset Manangement, LLC
INCREASED14,99014,710+280+2%$1.6M$1.6M+$70.1K2026-10-13
Schorn Wealth LLC
DECREASED14,91315,616-703-4%$1.6M$1.6M-$47.0K2026-10-14
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED14,90615,606-700-4%$1.6M$1.6M-$46.6K2026-10-14
WealthPLAN Partners, LLC
DECREASED14,80120,550-5,749-28%$2.1M$1.6M-$571.8K2026-10-15
PKS Advisory Services, LLC
UNCHANGED14,75714,75700%$1.5M$1.5M$02026-10-26
Verdence Capital Advisors LLC
NEW14,366—+14,366——$1.5M—2026-10-26
Mendel Money Management
DECREASED14,05714,554-497-3%$1.5M$1.5M-$27.1K2026-11-02
Provident Wealth Management, LLC
DECREASED13,80818,723-4,915-26%$1.9M$1.5M-$486.8K2026-10-20
RCW Management, LLC
DECREASED13,74414,233-489-3%$1.5M$1.5M-$26.8K2026-10-30
Legacy Solutions, LLC
DECREASED13,54814,040-492-3%$1.5M$1.4M-$27.4K2026-10-07
Pioneer Family Office, LLC
UNCHANGED13,47513,47500%$1.4M$1.4M+$23.6K2026-10-30
Soundwatch Capital LLC
UNCHANGED13,42413,42400%$1.4M$1.4M+$30.3K2026-11-04
Peck Wealth Management, LLC
DECREASED13,21913,344-125-1%$1.4M$1.4M+$10.1K2026-10-29
Sierra Ocean, LLC
DECREASED12,85715,505-2,648-17%$1.6M$1.4M-$252.8K2026-11-03
Defined Wealth Management, LLC
DECREASED12,59113,272-681-5%$1.4M$1.3M-$48.8K2026-10-19
Echo45 Advisors LLC
DECREASED12,56412,663-99-1%$1.3M$1.3M+$11.7K2026-10-07
Rhodes Investment Advisors Inc
DECREASED12,32213,102-780-6%$1.4M$1.3M-$59.5K2026-10-07
Winebrenner Capital Management LLC
DECREASED11,75313,579-1,826-13%$1.4M$1.2M-$169.3K2026-10-07
Asset One Wealth Management LLC
DECREASED11,55424,851-13,297-54%$2.6M$1.2M-$1.4M2026-11-02
AlphaStar Capital Management, LLC
DECREASED11,46211,799-337-3%$1.2M$1.2M-$15.0K2026-10-16
TD Private Client Wealth LLC
DECREASED11,28511,682-397-3%$1.2M$1.2M-$21.5K2026-10-28
Heck Capital Advisors, LLC
UNCHANGED11,18911,18900%$1.2M$1.2M+$19.6K2026-10-14
Principle Wealth Partners LLC
INCREASED11,02310,128+895+9%$1.1M$1.2M+$112.3K2026-11-02
Fiduciary Financial Group, LLC
DECREASED10,96611,457-491-4%$1.2M$1.2M-$31.9K2026-10-13
Uptick Partners, LLC
DECREASED10,81811,502-684-6%$1.2M$1.1M-$52.2K2026-11-04
Balance Wealth Partners LLC
DECREASED10,13712,179-2,042-17%$1.3M$1.1M-$194.5K2026-10-27
Whipplewood Advisors, LLC
DECREASED9,6869,736-50-1%$1.0M$1.0M+$11.8K2026-10-20
Root Financial Partners, LLC
DECREASED9,6789,679-10%$1.0M$1.0M+$16.8K2026-10-21
Park Avenue Securities LLC
DECREASED9,6739,706-330%$1.0M$1.0K-$1.0M2026-10-26
BCS Wealth Management
DECREASED9,6029,605-30%$998.5K$1.0M+$16.5K2026-11-03
KPP Advisory Services LLC
DECREASED9,5899,849-260-3%$1.0M$1.0M-$10.2K2026-10-26
Castle Rock Wealth Management, LLC
DECREASED9,1289,349-221-2%$983.2K$988.0K+$4.8K2026-10-09
Phraction Management LLC
UNCHANGED9,0959,09500%$945.5K$961.4K+$15.9K2026-10-14
Archford Capital Strategies, LLC
DECREASED9,0919,540-449-5%$991.8K$961.0K-$30.8K2026-10-19
Wedbush Securities Inc
DECREASED8,94412,405-3,461-28%$1.3M$945-$1.3M2026-10-22
Perigon Wealth Management, LLC
DECREASED8,8189,651-833-9%$1.0M$932.1K-$71.2K2026-10-22
Kaydan Wealth Management, Inc.
UNCHANGED8,8088,80800%$915.7K$931.1K+$15.4K2026-10-08
Peak Financial Advisors LLC
UNCHANGED8,7408,74000%$908.6K$923.9K+$15.3K2026-10-28
PFG Advisors
INCREASED8,7128,359+353+4%$869.0K$921.0K+$52.0K2026-10-16
Comprehensive Financial Consultants Institutional, Inc.
DECREASED8,4038,535-132-2%$887.3K$888.3K+$9822026-10-15
Parkway Wealth Management Group, LLC
DECREASED8,3969,255-859-9%$962.2K$887.5K-$74.6K2026-10-20
Financial Partners Group, Inc
DECREASED8,26632,106-23,840-74%$3.3M$873.8K-$2.5M2026-10-19
Walled Lake Planning & Wealth Management, LLC
INCREASED8,2467,934+312+4%$824.8K$871.7K+$46.9K2026-10-29
First Community Trust NA
UNCHANGED8,2428,24200%$856.8K$871.3K+$14.4K2026-10-07
HB Wealth Management, LLC
DECREASED8,1709,239-1,069-12%$960.5K$863.7K-$96.8K2026-10-23
Compass Financial Management LLC
INCREASED8,0953,338+4,757+143%$364.4K$855.7K+$491.3K2026-10-30
Elevation Point Wealth Partners, LLC
DECREASED8,07310,053-1,980-20%$1.0M$853.5K-$191.6K2026-11-05
RFG Advisory, LLC
INCREASED7,9662,649+5,317+201%$275.4K$842.0K+$566.6K2026-11-03
Realta Investment Advisors
UNCHANGED7,8527,85200%$816.3K$830.0K+$13.7K2026-10-14
Cornerstone Wealth Group, LLC
UNCHANGED7,8347,83400%$814.5K$828.2K+$13.7K2026-11-02
Swmg, LLC
DECREASED7,7658,208-443-5%$868.5K$878.3K+$9.8K2026-10-23
LexAurum Advisors, LLC
INCREASED7,5146,485+1,029+16%$674.2K$794.3K+$120.1K2026-10-19
SAX Wealth Advisors, LLC
INCREASED7,4706,455+1,015+16%$624.2K$789.6K+$165.5K2026-10-13
Meitav Investment House LTD
DECREASED7,4518,742-1,291-15%$900.4K$778.5K-$121.9K2026-10-28
Samalin Investment Counsel, LLC
UNCHANGED7,2357,23500%$752.2K$764.8K+$12.7K2026-10-23
Convergence Financial, LLC
NEW7,154—+7,154——$756.2K—2026-10-27
BIP Wealth, LLC
INCREASED7,0526,903+149+2%$717.6K$745.4K+$27.8K2026-10-22
Fund Evaluation Group, LLC
NEW7,048—+7,048——$745.0K—2026-11-05
Keybank National Association
DECREASED6,9817,537-556-7%$783.5K$738.0K-$45.6K2026-11-04
Oliver Luxxe Assets LLC
DECREASED6,7607,048-288-4%$732.7K$714.6K-$18.1K2026-10-14
Larson Financial Group LLC
DECREASED6,7507,010-260-4%$728.8K$713.5K-$15.2K2026-11-05
1620 Investment Advisors, Inc.
INCREASED6,7486,611+137+2%$687.3K$713.3K+$26.1K2026-11-04
Indivisible Partners
UNCHANGED6,6026,60200%$686.4K$697.9K+$11.6K2026-10-26
Autumn Glory Partners, LLC
DECREASED6,4836,540-57-1%$679.9K$685.3K+$5.4K2026-10-26
John W. Brooker & Co., CPAs
DECREASED6,4326,845-413-6%$711.6K$680.0K-$31.7K2026-10-21
United Advisor Group, LLC
DECREASED6,4216,788-367-5%$705.6K$678.7K-$26.9K2026-11-03
Waldron Private Wealth LLC
DECREASED6,3096,409-100-2%$666.3K$666.9K+$6452026-11-02
Wolff Wiese Magana LLC
DECREASED6,04915,455-9,406-61%$1.6M$639.5K-$967.3K2026-10-15
Rooted Wealth Advisors, Inc.
UNCHANGED6,0226,02200%$626.1K$626.1K$02026-11-03
Box Hill Private Wealth LLC
NEW5,757—+5,757——$608.6K—2026-10-05
Mission Wealth Management, LP
DECREASED5,736106,524-100,788-95%$11.1M$606.4K-$10.5M2026-10-15
Financial Synergies Wealth Advisors, Inc.
DECREASED5,7346,251-517-8%$649.8K$606.1K-$43.7K2026-10-16
Blossom Wealth Management
INCREASED5,7075,662+45+1%$588.6K$603.3K+$14.7K2026-11-03
Trademark Financial Management, LLC
DECREASED5,7036,816-1,113-16%$708.6K$602.9K-$105.7K2026-10-23
Wilkerson Advisory Group LLC
DECREASED5,6195,662-43-1%$588.7K$594.0K+$5.3K2026-10-20
Western Pacific Wealth Management, LP
UNCHANGED5,5065,50600%$572.4K$582.1K+$9.6K2026-10-16
Vision Capital Management, Inc.
UNCHANGED5,4535,45300%$566.9K$576.4K+$9.5K2026-10-20
Cullen T Bankers, Inc.
INCREASED5,434494+4,940+1000%$51.4K$574.4K+$523.1K2026-10-28
Integrity Alliance, Llc.
DECREASED5,3495,693-344-6%$591.8K$565.5K-$26.4K2026-10-29
Lotus Asset Management LLC
INCREASED5,3225,301+21+0%$551.2K$562.8K+$11.6K2026-10-14
Asset Dedication, LLC
INCREASED5,2722,625+2,647+101%$272.9K$557.3K+$284.4K2026-11-03
Caliber Wealth Management, LLC / KS
DECREASED5,2556,000-745-12%$623.7K$555.5K-$68.3K2026-11-04
Sensible Money, LLC
INCREASED5,2362,589+2,647+102%$269.2K$553.5K+$284.3K2026-10-20
Legacy Private Trust Co.
UNCHANGED5,2155,21500%$542.2K$551.3K+$9.1K2026-10-06
Oak Barrel Wealth Advisory LLC
INCREASED5,2125,043+169+3%$524.3K$551.0K+$26.7K2026-11-05
Southland Equity Partners LLC
DECREASED5,1705,220-50-1%$542.7K$546.5K+$3.9K2026-10-14
Triad Wealth Partners, LLC
INCREASED5,1233,380+1,743+52%$370.2K$541.6K+$171.3K2026-10-26
Brighton Jones LLC
INCREASED5,1154,827+288+6%$501.9K$540.7K+$38.9K2026-11-03
Merkkuri Wealth Advisors LLC
UNCHANGED5,0815,08100%$528.2K$537.1K+$8.9K2026-11-03
Intrua Financial, LLC
INCREASED5,0154,963+52+1%$515.9K$530.2K+$14.2K2026-10-28
Smith Thornton Advisors LLC
DECREASED4,9424,968-26-1%$528.5K$522.4K-$6.1K2026-10-16
Dorato Capital Management
DECREASED4,9315,255-324-6%$558.4K$530.9K-$27.5K2026-10-08
Capital Investment Advisors, LLC
NEW4,922—+4,922——$520.3K—2026-10-22
Strategic Family Wealth Counselors, L.L.C.
INCREASED4,9034,876+27+1%$506.9K$518.3K+$11.4K2026-10-29
Princeton Global Asset Management LLC
INCREASED4,8804,589+291+6%$477.1K$515.9K+$38.8K2026-10-21
Todd Wealth Management, LLC
DECREASED4,7685,728-960-17%$595.5K$504.0K-$91.5K2026-10-19
Marshall & Sterling Wealth Advisors Inc.
DECREASED4,6724,693-210%$487.9K$493.9K+$6.0K2026-10-28
Able Wealth Management LLC
DECREASED4,6544,947-293-6%$514.3K$501.5K-$12.8K2026-10-13
Anson Capital, Inc.
UNCHANGED4,5694,56900%$475.0K$483.0K+$8.0K2026-10-23
Quad-Cities Investment Group, LLC
UNCHANGED4,5074,50700%$468.5K$476.4K+$7.9K2026-10-16
Patriot Financial Group Insurance Agency, LLC
INCREASED4,4824,380+102+2%$455.4K$473.8K+$18.4K2026-10-14
Flynn Zito Capital Management, LLC
UNCHANGED4,4774,47700%$465.4K$473.3K+$7.8K2026-11-04
Whelan Financial
UNCHANGED4,4744,47400%$465.1K$472.9K+$7.8K2026-10-28
Welch & Forbes LLC
UNCHANGED4,4644,46400%$464.1K$471.9K+$7.8K2026-11-04
Stirlingshire Investments, Inc.
INCREASED4,4624,335+127+3%$450.7K$471.6K+$21.0K2026-11-05
Members Wealth LLC
DECREASED4,4604,678-218-5%$486.3K$480.2K-$6.2K2026-10-20
Family Capital Management, Inc.
UNCHANGED4,4514,45100%$462.7K$470.5K+$7.8K2026-11-03
Landaas & Co
UNCHANGED4,4004,40000%$457.4K$465.1K+$7.7K2026-10-29
AdvisorNet Financial, Inc
DECREASED4,3759,566-5,191-54%$994.5K$477.1K-$517.4K2026-10-15
ATX Financial Planning, LLC
DECREASED4,3315,138-807-16%$534.1K$457.8K-$76.3K2026-10-14
IPG Investment Advisors LLC
INCREASED4,3143,986+328+8%$414.4K$456.0K+$41.6K2026-10-30
Hazlett, Burt & Watson, Inc.
DECREASED4,25410,798-6,544-61%$394.7K$443-$394.3K2026-11-04
Creative Financial Designs Inc
DECREASED4,2434,293-50-1%$446.3K$448.5K+$2.2K2026-11-04
WealthBridge Capital Management, LLC
INCREASED4,2194,119+100+2%$428.2K$446.0K+$17.8K2026-10-16
IMG Wealth Management, Inc.
DECREASED4,1924,823-631-13%$501.4K$443.1K-$58.3K2026-10-27
Commonwealth Financial Services, LLC
DECREASED4,1876,023-1,836-30%$626.1K$442.6K-$183.5K2026-10-20
Legacy Financial Strategies, LLC
UNCHANGED4,1114,11100%$427.4K$434.6K+$7.2K2026-10-15
Simplicity Wealth,LLC
INCREASED4,1084,086+22+1%$424.8K$434.3K+$9.5K2026-10-23
Stiles Financial Services Inc
UNCHANGED4,0604,06000%$422.1K$429.2K+$7.1K2026-10-30
Elmwood Wealth Management, Inc.
INCREASED3,9633,833+130+3%$398.5K$418.9K+$20.5K2026-10-14
Accelerate Investment Advisors LLC
INCREASED3,9593,940+19+0%$409.6K$418.5K+$8.9K2026-11-02
NovaPoint Capital, LLC
INCREASED3,9473,824+123+3%$397.5K$417.2K+$19.7K2026-10-22
Holos Integrated Wealth LLC
DECREASED3,9244,802-878-18%$509.1K$433.6K-$75.5K2026-10-23
Patten Group, Inc.
DECREASED3,9134,419-506-11%$459.4K$413.6K-$45.8K2026-10-26
MGO One Seven LLC
DECREASED3,8693,906-37-1%$406.1K$409.0K+$2.9K2026-10-28
Dhjj Financial Advisors, Ltd.
DECREASED3,7636,955-3,192-46%$723.0K$397.8K-$325.3K2026-10-23
Nfsg Corp
UNCHANGED3,6273,62700%$377.0K$383.4K+$6.3K2026-10-15
Private Trust Co NA
DECREASED3,5253,535-100%$367.5K$372.7K+$5.1K2026-10-20
Peirce Capital Management, LLC
NEW3,510—+3,510——$371.0K—2026-10-19
Fairscale Capital, LLC
UNCHANGED3,4903,49000%$362.8K$392.2K+$29.4K2026-11-04
Sagespring Wealth Partners, LLC
DECREASED3,4713,588-117-3%$373.0K$366.9K-$6.2K2026-10-22
Lanark Financial, Inc.
UNCHANGED3,4243,42400%$356.0K$362.0K+$6.0K2026-10-26
Diversify Wealth Management, LLC
INCREASED3,3732,056+1,317+64%$218.4K$375.2K+$156.8K2026-10-20
Diversify Advisory Services, LLC
INCREASED3,3732,056+1,317+64%$218.4K$375.2K+$156.8K2026-10-20
Ascentis Independent Advisors
NEW3,366—+3,366——$355.8K—2026-11-03
Lavelle Capital LP
NEW3,340—+3,340——$353.1K—2026-11-03
Northeast Investment Management
UNCHANGED3,3163,31600%$344.7K$350.5K+$5.8K2026-10-30
Harel Insurance Investments & Financial Services Ltd.
INCREASED3,3011+3,300+330000%$0$349+$3492026-11-02
True North Advisors, LLC
UNCHANGED3,2423,24200%$337.0K$342.7K+$5.7K2026-10-22
Almanack Investment Partners, Llc.
INCREASED3,2133,063+150+5%$318.4K$339.6K+$21.2K2026-11-03
NavPoint Financial, Inc.
UNCHANGED3,1633,16300%$328.8K$334.4K+$5.5K2026-10-21
TSG Advice Partners, LLC
NEW3,105—+3,105——$322.8K—2026-10-29
Choreo, LLC
INCREASED3,1032,301+802+35%$239.2K$328.0K+$88.8K2026-10-28
Titleist Asset Management, LLC
DECREASED3,0773,932-855-22%$408.7K$325.2K-$83.5K2026-10-08
Bay Capital Advisors, LLC
UNCHANGED2,9402,94000%$305.6K$310.7K+$5.1K2026-10-16
Parallel Advisors, LLC
DECREASED2,8873,088-201-7%$321.0K$305.2K-$15.8K2026-11-03
Atlas Brown,Inc.
DECREASED2,8803,131-251-8%$325.5K$304.5K-$21.0K2026-10-09
EverSource Wealth Advisors, LLC
UNCHANGED2,8122,81200%$292.3K$297.3K+$4.9K2026-11-04
Clarus Group, Inc.
UNCHANGED2,8052,80500%$291.6K$296.5K+$4.9K2026-10-21
Daymark Wealth Partners, LLC
DECREASED2,7903,406-616-18%$354.1K$294.9K-$59.2K2026-11-04
CapWealth Advisors, LLC
UNCHANGED2,7862,78600%$289.6K$294.5K+$4.9K2026-10-05
Bell Bank
UNCHANGED2,7342,73400%$284.2K$289.0K+$4.8K2026-10-21
Facet Wealth, Inc.
INCREASED2,7022,343+359+15%$243.6K$285.6K+$42.1K2026-11-04
Culbertson A N & Co Inc
UNCHANGED2,7012,70100%$280.8K$285.5K+$4.7K2026-10-21
Parcion Private Wealth LLC
NEW2,643—+2,643——$279.4K—2026-10-28
Signal Advisors Wealth, LLC
DECREASED2,6073,438-831-24%$357.4K$275.6K-$81.8K2026-10-13
Winter & Associates, Inc.
DECREASED2,5883,100-512-17%$322.3K$289.3K-$32.9K2026-10-23
Tritonpoint Wealth, LLC
DECREASED2,5832,823-240-8%$293.5K$273.0K-$20.4K2026-10-19
Sowell Financial Services LLC
INCREASED2,5582,554+4+0%$265.5K$270.4K+$4.9K2026-10-23
Claro Advisors Inc.
UNCHANGED2,4412,44100%$253.8K$258.0K+$4.3K2026-11-02
Legacy Capital Wealth Partners, LLC
UNCHANGED2,4352,43500%$253.1K$257.4K+$4.3K2026-10-21
Dynamic Advisor Solutions LLC
INCREASED2,4332,267+166+7%$235.7K$257.2K+$21.5K2026-10-13
Emergent Wealth Advisors, LLC
UNCHANGED2,3192,31900%$241.1K$245.1K+$4.1K2026-10-09
Whitener Capital Management, Inc.
INCREASED2,3092,201+108+5%$228.8K$244.1K+$15.3K2026-10-15
US Bancorp \de\
DECREASED2,2775,397-3,120-58%$561.1K$240.7K-$320.4K2026-11-05
Roman Butler Fullerton & Co
DECREASED2,2702,271-10%$241.6K$250.9K+$9.3K2026-10-27
Saxony Capital Management, LLC
DECREASED2,2352,236-10%$232.5K$236.3K+$3.8K2026-10-15
Parkside Financial Bank & Trust
UNCHANGED2,2332,23300%$232.1K$236.1K+$3.9K2026-10-27
Trilogy Capital Inc.
UNCHANGED2,1622,16200%$224.8K$228.6K+$3.8K2026-10-20
Fortem Financial Group, LLC
NEW2,152—+2,152——$227.5K—2026-10-20
Schaper Benz & Wise Investment Counsel Inc
DECREASED2,1492,329-180-8%$242.1K$227.2K-$15.0K2026-10-09
Red Mountain Financial, LLC
DECREASED2,1332,815-682-24%$292.7K$225.5K-$67.2K2026-11-03
Baron Wealth Management LLC
DECREASED2,1223,025-903-30%$314.5K$224.3K-$90.2K2026-10-27
Matthew Goff Investment Advisor, LLC
UNCHANGED2,1152,11500%$219.9K$223.6K+$3.7K2026-10-13
Alchemi Wealth, LLC
UNCHANGED2,1002,10000%$218.3K$222.0K+$3.7K2026-11-04
Prime Capital Investment Advisors, LLC
DECREASED2,0882,145-57-3%$223.0K$220.7K-$2.3K2026-10-20
Avaii Wealth Management, LLC
UNCHANGED2,0662,06600%$214.8K$219.5K+$4.7K2026-10-09
Destiny Wealth Partners, LLC
DECREASED2,0503,050-1,000-33%$329.6K$233.9K-$95.8K2026-11-05
Unified Investment Management
UNCHANGED2,0442,04400%$212.5K$216.1K+$3.6K2026-10-14
Lynx Investment Advisory
UNCHANGED2,0432,04300%$212.4K$216.0K+$3.6K2026-10-27
Midland Wealth Advisors, LLC
UNCHANGED2,0362,03600%$211.7K$215.2K+$3.6K2026-10-26
Wolff Financial Management LLC
UNCHANGED2,0292,02900%$211.0K$214.5K+$3.6K2026-10-23
Landmark Wealth Management, LLC
UNCHANGED2,0122,01200%$209.2K$212.7K+$3.5K2026-11-03
Sloy Dahl & Holst, LLC
UNCHANGED1,9251,92500%$200.1K$203.5K+$3.4K2026-10-14
Montag A & Associates Inc
NEW1,772—+1,772——$187.3K—2026-10-29
Key FInancial Inc
UNCHANGED1,6611,66100%$172.7K$175.6K+$2.9K2026-11-02
Elevated Capital Advisors, LLC
DECREASED1,5971,666-69-4%$173.2K$168.8K-$4.4K2026-11-04
Hilton Head Capital Partners, LLC
UNCHANGED1,5001,50000%$155.9K$158.6K+$2.6K2026-10-23
Old Second National Bank of Aurora
UNCHANGED1,4001,40000%$145.5K$148.0K+$2.5K2026-10-22
Maryland Capital Advisors Inc.
INCREASED1,374714+660+92%$74.2K$145.2K+$71.0K2026-10-15
CoreCap Advisors, LLC
DECREASED1,2271,371-144-10%$142.5K$129.7K-$12.8K2026-10-08
Pittenger & Anderson Inc
UNCHANGED1,2001,20000%$124.8K$126.9K+$2.1K2026-11-02
Spire Wealth Management
DECREASED1,1801,296-116-9%$134.8K$124.7K-$10.1K2026-10-30
Latitude Advisors, LLC
NEW1,122—+1,122——$118.6K—2026-10-27
Center for Financial Planning, Inc.
NEW1,022—+1,022——$108.0K—2026-10-26
Gamma Investing LLC
INCREASED1,015230+785+341%$23.9K$107.3K+$83.4K2026-10-08
Pathway Financial Advisers, LLC
NEW1,011—+1,011——$106.8K—2026-10-27
Rakuten Investment Management, Inc.
NEW969—+969——$103.1K—2026-10-30
Bayban
UNCHANGED86086000%$89.4K$89.4K$02026-11-05
EPG Wealth Management LLC
UNCHANGED85485400%$88.8K$90.3K+$1.5K2026-11-03
Lloyd Advisory Services, Llc.
NEW850—+850——$89.9K—2026-11-02
Hoese & Co LLP
UNCHANGED83383300%$86.6K$88.1K+$1.5K2026-10-21
Signaturefd, LLC
UNCHANGED70070000%$72.8K$74.0K+$1.2K2026-10-23
Reap Financial Group, LLC
UNCHANGED67967900%$70.6K$71.8K+$1.2K2026-11-02
Cape Investment Advisory, Inc.
DECREASED613620-7-1%$64.5K$64.8K+$3442026-10-13
Y.D. More Investments Ltd
UNCHANGED59059000%$61.3K$62.4K+$1.0K2026-11-02
Glass Jacobson Investment Advisors llc
DECREASED530534-4-1%$55.6K$56.1K+$5132026-10-26
Hartford Financial Management Inc.
UNCHANGED51351300%$53.3K$54.2K+$8982026-10-21
Turtle Creek Wealth Advisors, LLC
UNCHANGED50050000%$52.0K$52.9K+$8752026-10-15
North Star Investment Management Corp.
UNCHANGED48148100%$50.0K$50.8K+$8422026-10-27
Rosenberg Matthew Hamilton
UNCHANGED45845800%$47.6K$48.4K+$8012026-10-05
Godsey & Gibb, Inc
UNCHANGED42742700%$44.4K$45.1K+$7482026-10-14
Centerpoint Advisors, LLC
UNCHANGED40240200%$42.0K$42-$42.0K2026-11-05
Salomon & Ludwin, LLC
UNCHANGED39839800%$41.9K$42.1K+$2152026-10-29
Harbor Investment Advisory, LLC
UNCHANGED31531500%$32.7K$33.3K+$5522026-10-13
Pflug Koory, LLC
UNCHANGED31331300%$32.6K$33.1K+$5482026-10-26
Physician Wealth Advisors, Inc.
UNCHANGED29029000%$30.1K$30.7K+$5072026-10-20
Trust Co
UNCHANGED28728700%$29.8K$30.3K+$5022026-10-09
Private Wealth Management Group, LLC
NEW268—+268——$28.3K—2026-10-19
Trust Co of Vermont
UNCHANGED26726700%$27.8K$28.2K+$4682026-10-21
Rossmore Private Capital
UNCHANGED22522500%$23.4K$23.8K+$3942026-10-27
Cranbrook Wealth Management, LLC
UNCHANGED22222200%$23.1K$23.5K+$3882026-10-28
Golden State Wealth Management, LLC
UNCHANGED21321300%$22.1K$22.5K+$3732026-11-02
Cherry Tree Wealth Management, LLC
UNCHANGED20920900%$21.7K$22.1K+$3662026-10-15
Angeles Wealth Management, LLC
UNCHANGED19619600%$20.4K$20.7K+$3442026-10-26
Independence Bank of Kentucky
UNCHANGED19619600%$20.4K$20.7K+$3432026-10-26
Nemes Rush Group LLC
UNCHANGED18818800%$19.5K$19.9K+$3292026-11-04
Livelsberger Financial Advisory
NEW179—+179——$18.9K—2026-10-28
Avion Wealth
UNCHANGED16916900%$17$17$02026-11-04
Kingdom Financial Group Llc.
NEW166—+166——$17.5K—2026-11-04
SBI Securities Co., Ltd.
INCREASED164159+5+3%$16.5K$17.3K+$8062026-10-22
Tower View Wealth Management LLC
UNCHANGED16016000%$16.6K$16.9K+$2802026-10-23
Rossby Financial, LCC
INCREASED144138+6+4%$14.3K$15.2K+$8762026-11-05
Key Capital Management, Inc
DECREASED135596-461-77%$62.0K$14.3K-$47.7K2026-11-03
Jacobi Capital Management LLC
NEW134—+134——$14.2K—2026-11-05
Blue Trust, Inc.
INCREASED132114+18+16%$11.9K$14.0K+$2.1K2026-10-15
Abound Wealth Management
UNCHANGED12512500%$13.0K$13.2K+$2192026-10-26
Allspring Global Investments Holdings, LLC
NEW105—+105——$11.1K—2026-11-04
GK Wealth Management LLC
NEW103—+103——$10.9K—2026-10-09
Markowski Investments
UNCHANGED10010000%$10.4K$10.6K+$1752026-10-30
Richards, Merrill & Peterson, Inc.
DECREASED95200-105-52%$20.8K$10.0K-$10.8K2026-10-19
Elevation Wealth Partners, LLC
UNCHANGED858500%$8.8K$9.0K+$1492026-10-07
Archer Investment Corp
UNCHANGED838300%$8.6K$8.8K+$1452026-11-05
Goodman Advisory Group, LLC
NEW78—+78——$8.2K—2026-11-02
Cornerstone National Bank & Trust Co
UNCHANGED777700%$8.1K$8.2K+$612026-10-20
CX Institutional
UNCHANGED737300%$8$8$02026-10-02
Armstrong Advisory Group, Inc
NEW72—+72——$7.6K—2026-10-09
Gleason Group, Inc.
UNCHANGED505000%$5.2K$5.3K+$882026-10-15
Beacon Investment Advisory Services, Inc.
UNCHANGED454500%$4.7K$4.8K+$782026-10-13
Signature Equity Partners, LLC
UNCHANGED434300%$4.5K$4.5K+$762026-10-29
Meriwether Wealth & Planning, LLC
NEW41—+41——$4.3K—2026-10-13
Highline Wealth Partners LLC
UNCHANGED414100%$4.2K$4.3K+$712026-10-19
Rydar Equities, Inc.
NEW40—+40——$4.3K—2026-10-13
Adkins Seale Capital Management LLC
UNCHANGED393900%$4.1K$4.1K+$692026-10-27
Next Level Wealth Planning, LLC
NEW20—+20——$2.1K—2026-10-29
Bfsg, LLC
UNCHANGED161600%$1.7K$1.7K+$282026-10-30
Bullock Wealth Management Group
UNCHANGED131300%$1.4K$1.4K+$102026-10-09
Ascentis Wealth Management, LLC
NEW2—+2——$211—2026-11-03
Valley Wealth Managers, Inc.
DECREASED1196-195-99%$20.3K$73-$20.3K2026-10-09
Sterling Investment Advisors, Ltd.
CLOSED036,574-36,574-100%$3.8M$0-$3.8M2026-10-27
Axxcess Wealth Management, LLC
CLOSED035,202-35,202-100%$3.7M$0-$3.7M2026-10-21
Dumont & Blake Investment Advisors LLC
CLOSED015,013-15,013-100%$1.6M$0-$1.6M2026-10-28
TritonPoint Partners, LLC
CLOSED02,823-2,823-100%$293.5K$0-$293.5K2026-11-05
Sovran Advisors, LLC
CLOSED02,758-2,758-100%$297.6K$0-$297.6K2026-11-02
First Heartland Consultants, Inc.
CLOSED02,526-2,526-100%$262.6K$0-$262.6K2026-10-08
Langley Wealth Management, LLC
CLOSED02,399-2,399-100%$249.4K$0-$249.4K2026-11-04
Portside Wealth Group, LLC
CLOSED02,363-2,363-100%$245.7K$0-$245.7K2026-10-20
Capital Asset Advisory Services LLC
CLOSED02,311-2,311-100%$240.3K$0-$240.3K2026-10-30
MSH Capital Advisors LLC
CLOSED02,198-2,198-100%$228.5K$0-$228.5K2026-11-03
Kraft, Davis & Associates, LLC
CLOSED01,921-1,921-100%$201.4K$0-$201.4K2026-10-21
Spectrum Wealth Advisory Group, LLC
CLOSED0542-542-100%$56.3K$0-$56.3K2026-10-29
Decker Retirement Planning Inc.
CLOSED0283-283-100%$29.4K$0-$29.4K2026-10-19
Coastline Trust Co
CLOSED0130-130-100%$13.5K$0-$13.5K2026-10-01
Midway Capital Research & Management
CLOSED040-40-100%$4.2K$0-$4.2K2026-10-20
Tradewinds Capital Management, LLC
CLOSED012-12-100%$1.2K$0-$1.2K2026-10-23
Mather Group, Llc.
CLOSED01-1-100%$150$0-$1502026-10-14
Morgan Stanley
N/A—5,726,513-5,726,513-100%$595.3M———
Bank of America Corp
N/A—5,291,391-5,291,391-100%$550.1M———
LPL Financial LLC
N/A—5,225,881-5,225,881-100%$543.3M———
Raymond James Financial Inc
N/A—2,333,506-2,333,506-100%$242.6M———
Boulay Financial Advisors, LLC
N/A—2,287,619-2,287,619-100%$237.8M———
Wells Fargo & Company
N/A—1,895,284-1,895,284-100%$197.0M———
Jones Financial Companies Lllp
N/A—1,360,250-1,360,250-100%$140.3M———
Cetera Investment Advisers
N/A—1,153,632-1,153,632-100%$119.9M———
Royal Bank of Canada
N/A—843,420-843,420-100%$87.7M———
UBS Group AG
N/A—724,938-724,938-100%$75.4M———
Sfmg, LLC
N/A—681,430-681,430-100%$70.8M———
Osaic Holdings, Inc.
N/A—637,255-637,255-100%$66.3M———
United Capital Financial Advisors, LLC
N/A—617,016-617,016-100%$64.2M———
First Foundation Advisors
N/A—593,918-593,918-100%$61.7M———
Kelman-Lazarov, Inc.
N/A—562,820-562,820-100%$58.5M———
HighTower Advisors, LLC
N/A—539,046-539,046-100%$56.0M———
Ameriprise Financial Inc
N/A—528,915-528,915-100%$55.0M———
Cahill Financial Advisors Inc
N/A—476,253-476,253-100%$49.5M———
Apriem Advisors
N/A—473,733-473,733-100%$49.2M———
Envestnet Asset Management Inc
N/A—465,552-465,552-100%$48.4M———
Ancora Advisors LLCA
N/A—414,625-414,625-100%$43.1M———
Northwestern Mutual Wealth Management Co
N/A—410,179-410,179-100%$42.6M———
Stephens Inc
N/A—361,144-361,144-100%$37.5M———
Cerity Partners LLC
N/A—345,579-345,579-100%$35.9M———
Mercer Global Advisors Inc
N/A—309,771-309,771-100%$32.2M———
OneDigital Investment Advisors LLC
N/A—305,588-305,588-100%$31.8M———
Goldman Sachs Group Inc
N/A—288,598-288,598-100%$30.0M———
Integrated Wealth Concepts LLC
N/A—288,074-288,074-100%$29.9M———
Level Four Advisory Services, LLC
N/A—283,812-283,812-100%$29.5M———
NewEdge Advisors, LLC
N/A—279,802-279,802-100%$29.1M———
Stifel Financial Corp
N/A—265,937-265,937-100%$27.6M———
Geneos Wealth Management Inc.
N/A—257,808-257,808-100%$26.8M———
Private Advisor Group, LLC
N/A—255,291-255,291-100%$26.5M———
Ethos Financial Group, LLC
N/A—246,848-246,848-100%$26.6M———
MML Investors Services, LLC
N/A—204,171-204,171-100%$21.2M———
Graver Capital Management, LLC
N/A—186,152-186,152-100%$19.4M———
Summit Financial, LLC
N/A—181,107-181,107-100%$18.8M———
JPMorgan Chase & Co
N/A—180,743-180,743-100%$18.7M———
MAI Capital Management
N/A—159,278-159,278-100%$16.6M———
Mariner, LLC
N/A—142,289-142,289-100%$14.8M———
Sanctuary Advisors, LLC
N/A—140,741-140,741-100%$14.6M———
Baird Financial Group, Inc.
N/A—138,403-138,403-100%$14.4M———
Sequoia Financial Advisors, LLC
N/A—133,862-133,862-100%$13.9M———
Napier Financial, LLC
N/A—125,479-125,479-100%$13.0M———
&partners
N/A—123,665-123,665-100%$12.9M———
Rockefeller Capital Management L.P.
N/A—118,099-118,099-100%$12.3M———
Goldstone Financial Group, LLC
N/A—103,893-103,893-100%$10.8M———
Tudor Investment Corp ET AL
N/A—97,185-97,185-100%$10.1M———
Philadelphia Investment Partners, LLC
N/A—95,787-95,787-100%$10.0M———
Janney Montgomery Scott LLC
N/A—93,829-93,829-100%$9.8M———
Aspen Wealth Strategies, LLC
N/A—93,536-93,536-100%$9.7M———
Boston Family Office LLC
N/A—90,357-90,357-100%$9.4M———
Pursue Wealth Partners LLC
N/A—81,967-81,967-100%$8.5M———
Foundations Investment Advisors, LLC
N/A—81,772-81,772-100%$8.5M———
Steward Partners Investment Advisory, LLC
N/A—76,461-76,461-100%$7.9M———
Copley Financial Group, Inc.
N/A—75,328-75,328-100%$7.8M———
Allworth Financial LP
N/A—71,225-71,225-100%$7.4M———
Focus Partners Wealth
N/A—71,105-71,105-100%$7.4M———
Beacon Pointe Advisors, LLC
N/A—68,361-68,361-100%$7.1M———
Tulsa Wealth Advisors, Inc
N/A—67,247-67,247-100%$7.0M———
Roundview Capital LLC
N/A—65,489-65,489-100%$6.8M———
Equitable Holdings, Inc.
N/A—62,845-62,845-100%$6.5M———
Citadel Advisors LLC
N/A—60,037-60,037-100%$6.2M———
Modern Wealth Management, LLC
N/A—56,864-56,864-100%$5.9M———
Cornerstone Advisory, LLC
N/A—54,482-54,482-100%$5.7M———
AQR Capital Management LLC
N/A—53,981-53,981-100%$5.6M———
Tacita Capital Inc
N/A—53,516-53,516-100%$5.6M———
Betterment LLC
N/A—53,446-53,446-100%$5.6M———
Argent Trust Co
N/A—51,732-51,732-100%$5.4M———
Fortune Financial Advisors, LLC
N/A—50,608-50,608-100%$5.3M———
Smith, Moore & Co.
N/A—48,556-48,556-100%$5.0M———
FMR LLC
N/A—47,904-47,904-100%$5.0M———
Centaurus Financial, Inc.
N/A—46,041-46,041-100%$4.8M———
Gladstone Institutional Advisory LLC
N/A—45,920-45,920-100%$4.8M———
Principal Securities, Inc.
N/A—44,333-44,333-100%$4.6M———
Rehmann Capital Advisory Group
N/A—43,667-43,667-100%$4.5M———
IHT Wealth Management, LLC
N/A—41,857-41,857-100%$4.4M———
Tower Research Capital LLC (TRC)
N/A—41,296-41,296-100%$4.3M———
Atlas Wealth LLC
N/A—40,526-40,526-100%$4.2M———
Captrust Financial Advisors
N/A—39,847-39,847-100%$4.1M———
Harbour Investments, Inc.
N/A—38,025-38,025-100%$4.0M———
Flow Traders U.S. LLC
N/A—37,788-37,788-100%$3.9M———
Natixis Advisors, LLC
N/A—37,665-37,665-100%$3.9M———
Cutler Capital Management, LLC
N/A—37,508-37,508-100%$3.9M———
Quantinno Capital Management LP
N/A—37,379-37,379-100%$3.9M———
Money Concepts Capital Corp
N/A—36,116-36,116-100%$3.8M———
Stonebridge Financial Planning Group, LLC
N/A—35,678-35,678-100%$3.7M———
PSI Advisors, LLC
N/A—35,398-35,398-100%$3.7M———
Magnolia Capital Advisors LLC
N/A—34,623-34,623-100%$3.6M———
Trajan Wealth LLC
N/A—34,326-34,326-100%$3.6M———
Roberts Glore & Co Inc
N/A—33,751-33,751-100%$3.5M———
Western Wealth Management, LLC
N/A—33,621-33,621-100%$3.5M———
Thoroughbred Financial Services, LLC
N/A—33,590-33,590-100%$3.5M———
Arax Advisory Partners
N/A—33,588-33,588-100%$3.5M———
Darwin Wealth Management, LLC
N/A—33,466-33,466-100%$3.5M———
GTS Securities LLC
N/A—32,816-32,816-100%$3.4M———
XTX Topco Ltd
N/A—32,398-32,398-100%$3.4M———
Blair William & Co
N/A—31,310-31,310-100%$3.3M———
Panoramic Investment Advisors, LLC
N/A—31,275-31,275-100%$3.3M———
Global Retirement Partners, LLC
N/A—31,207-31,207-100%$3.2M———
Flputnam Investment Management Co
N/A—30,234-30,234-100%$3.1M———
Stonebridge Financial Group, LLC / MO
N/A—29,229-29,229-100%$3.0M———
Aptus Capital Advisors, LLC
N/A—29,026-29,026-100%$3.0M———
Waverly Advisors, LLC
N/A—27,873-27,873-100%$2.9M———
Kingsview Wealth Management, LLC
N/A—26,652-26,652-100%$2.8M———
Plotkin Financial Advisors, LLC
N/A—26,444-26,444-100%$2.7M———
L & S Advisors Inc
N/A—25,392-25,392-100%$2.6M———
Goepper Burkhardt LLC
N/A—25,352-25,352-100%$2.6M———
Vantage Point Financial LLC
N/A—25,214-25,214-100%$2.6M———
PNC Financial Services Group, Inc.
N/A—25,096-25,096-100%$2.6M———
White Knight Strategic Wealth Advisors, LLC
N/A—24,413-24,413-100%$2.5M———
Mutual Advisors, LLC
N/A—24,145-24,145-100%$2.5M———
Westshore Wealth, LLC
N/A—23,929-23,929-100%$2.5M———
Wealthfront Advisers LLC
N/A—23,741-23,741-100%$2.5M———
Jane Street Group, LLC
N/A—23,582-23,582-100%$2.5M———
Qube Research & Technologies Ltd
N/A—23,441-23,441-100%$2.4M———
HHM Wealth Advisors, LLC
N/A—22,761-22,761-100%$2.4M———
D. E. Shaw & Co., Inc.
N/A—22,523-22,523-100%$2.3M———
FCA Corp
N/A—22,114-22,114-100%$2.3M———
O'shaughnessy Asset Management, LLC
N/A—21,947-21,947-100%$2.3M———
Element Squared LLC
N/A—21,775-21,775-100%$2.3M———
Guardian Wealth Advisors, LLC / NC
N/A—21,709-21,709-100%$2.3M———
Point72 Asset Management, L.P.
N/A—21,666-21,666-100%$2.3M———
Stratos Wealth Partners, Ltd.
N/A—21,179-21,179-100%$2.2M———
Envestnet Portfolio Solutions, Inc.
N/A—20,586-20,586-100%$2.1M———
EP Wealth Advisors, LLC
N/A—20,483-20,483-100%$2.1M———
Stratos Wealth Advisors, LLC
N/A—20,332-20,332-100%$2.1M———
Stillwater Private Wealth, LLC
N/A—20,161-20,161-100%$2.3K———
Inspire Advisors, LLC
N/A—19,777-19,777-100%$2.1M———
Cascade Financial Partners, LLC
N/A—19,535-19,535-100%$2.0M———
Great Valley Advisor Group, Inc.
N/A—19,147-19,147-100%$2.0M———
Donaldson Capital Management, LLC
N/A—18,908-18,908-100%$2.0M———
Hilltop Holdings Inc.
N/A—18,898-18,898-100%$2.0M———
Savvy Advisors, Inc.
N/A—17,501-17,501-100%$1.8M———
Federation des caisses Desjardins du Quebec
N/A—17,190-17,190-100%$1.8M———
Bluespring Wealth Management, LLC
N/A—16,875-16,875-100%$1.8M———
M3 Advisory Group, LLC
N/A—16,624-16,624-100%$1.7M———
World Investment Advisors
N/A—16,098-16,098-100%$1.6M———
SageView Advisory Group, LLC
N/A—15,999-15,999-100%$1.7M———
SHP Wealth Management
N/A—15,832-15,832-100%$1.6M———
Berger Financial Group, Inc
N/A—15,481-15,481-100%$1.6M———
Fortis Group Advisors, LLC
N/A—15,369-15,369-100%$1.6M———
Rollins Financial Advisors, LLC
N/A—14,497-14,497-100%$1.5M———
National Bank of Canada
N/A—14,478-14,478-100%$1.5M———
Kintra Wealth, LLC
N/A—13,737-13,737-100%$1.6M———
Brown Advisory Inc
N/A—13,579-13,579-100%$1.4M———
Rothschild Wealth LLC
N/A—13,161-13,161-100%$1.4M———
WCG Wealth Advisors LLC
N/A—13,052-13,052-100%$1.4M———
RIK Saylor Financial, Inc.
N/A—12,920-12,920-100%$1.3M———
CreativeOne Wealth, LLC
N/A—12,568-12,568-100%$1.3M———
Kinetic Wealth Investment Advisors LLC
N/A—12,418-12,418-100%$1.3M———
Whittier Trust Co of Nevada Inc
N/A—12,295-12,295-100%$1.3M———
Bawa N Mallick Trust
N/A—12,013-12,013-100%$1.2M———
HighPoint Advisor Group LLC
N/A—11,778-11,778-100%$1.2M———
IEQ Capital, LLC
N/A—11,734-11,734-100%$1.2M———
Advyzon Investment Management, LLC
N/A—11,634-11,634-100%$1.2M———
Perennial Investment Advisors, LLC
N/A—11,356-11,356-100%$1.2M———
Warner Financial, Inc
N/A—11,238-11,238-100%$1.2M———
Compass Advisory Group LLC
N/A—11,025-11,025-100%$1.1M———
Cornerstone Financial Group, LLC
N/A—11,019-11,019-100%$1.1M———
Crux Wealth Advisors
N/A—10,731-10,731-100%$1.1M———
Keystone Financial Group
N/A—10,621-10,621-100%$1.1M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—10,409-10,409-100%$1.1M———
Strategic Investment Solutions, Inc.
N/A—10,058-10,058-100%$1.0M———
Summit Trail Advisors, LLC
N/A—9,942-9,942-100%$1.0M———
PFG Investments, LLC
N/A—9,681-9,681-100%$1.0M———
Garden State Investment Advisory Services LLC
N/A—9,632-9,632-100%$1.0M———
Wimmer Associates 1, LLC
N/A—9,556-9,556-100%$993.4K———
Auxano Advisors, LLC
N/A—9,250-9,250-100%$961.6K———
Ascent Advisors, LLC
N/A—9,202-9,202-100%$967.8K———
Hunter Perkins Capital Management, LLC
N/A—9,190-9,190-100%$955———
FWG Holdings, LLC
N/A—9,094-9,094-100%$951.5K———
Summit Wealth Partners, LLC
N/A—9,026-9,026-100%$938.3K———
Orion Porfolio Solutions, LLC
N/A—9,006-9,006-100%$936.3K———
Main Street Financial Solutions, LLC
N/A—8,957-8,957-100%$931.2K———
Essex Financial Services, Inc.
N/A—8,868-8,868-100%$921.9K———
Cozad Asset Management Inc
N/A—8,771-8,771-100%$911.8K———
Insigneo Advisory Services, LLC
N/A—8,706-8,706-100%$905.0K———
Smart Money Group LLC
N/A—8,650-8,650-100%$899.3K———
Ritter Daniher Financial Advisory LLC / de
N/A—8,427-8,427-100%$876.0K———
Ascension Capital Advisors, Inc.
N/A—8,304-8,304-100%$863.3K———
Cofg Advisors, LLC
N/A—8,011-8,011-100%$832.8K———
SK Wealth Management, LLC
N/A—7,897-7,897-100%$892.6K———
Anchor Investment Management, LLC
N/A—7,569-7,569-100%$786.9K———
PCG Wealth Advisors, LLC
N/A—7,411-7,411-100%$770.5K———
Arkadios Wealth Advisors
N/A—7,318-7,318-100%$760.9K———
Vestmark Advisory Solutions, Inc.
N/A—7,107-7,107-100%$738.9K———
Regal Investment Advisors LLC
N/A—7,069-7,069-100%$734.9K———
OakTrust Wealth Advisors, LLC
N/A—6,960-6,960-100%$723.6K———
Byrne Financial Freedom, LLC
N/A—6,879-6,879-100%$715.1K———
Valued Retirements, Inc.
N/A—6,865-6,865-100%$713.7K———
Beckerman Institutional, LLC
N/A—6,773-6,773-100%$704.2K———
Bank of Montreal
N/A—6,671-6,671-100%$693.5K———
Pinnacle Financial Partners, Inc.
N/A—6,609-6,609-100%$687.1K———
Kapstone Financial Advisors LLC
N/A—6,547-6,547-100%$680.6K———
BlackRock, Inc.
N/A—6,535-6,535-100%$679.4K———
Johnson Investment Counsel Inc
N/A—6,477-6,477-100%$673.3K———
Strategic Wealth Partners, Ltd.
N/A—6,464-6,464-100%$672.0K———
Marshall Financial Group, LLC
N/A—6,454-6,454-100%$670.9K———
Moors & Cabot, Inc.
N/A—6,402-6,402-100%$665.5K———
Merit Financial Group, LLC
N/A—6,319-6,319-100%$656.9K———
ProVise Management Group, LLC
N/A—6,281-6,281-100%$653.0K———
VAN DEN Berg Management I, Inc
N/A—6,181-6,181-100%$642.6K———
Calton & Associates, Inc.
N/A—6,084-6,084-100%$632.5K———
Northern Trust Corp
N/A—5,996-5,996-100%$623.3K———
Novare Capital Management LLC
N/A—5,963-5,963-100%$619.9K———
Cary Street Partners Financial LLC
N/A—5,944-5,944-100%$618.0K———
Resurgent Financial Advisors LLC
N/A—5,729-5,729-100%$595.6K———
Deutsche Bank Ag\
N/A—5,567-5,567-100%$578.7K———
Glassy Mountain Advisors, Inc.
N/A—5,513-5,513-100%$573.2K———
Gotham Asset Management, LLC
N/A—5,509-5,509-100%$572.7K———
Cresset Asset Management, LLC
N/A—5,340-5,340-100%$555.2K———
Dash Acquisitions Inc.
N/A—5,329-5,329-100%$601.6K———
CIBC World Market Inc.
N/A—5,283-5,283-100%$549.2K———
Ausdal Financial Partners, Inc.
N/A—5,270-5,270-100%$547.9K———
Beck Capital Management, LLC
N/A—5,226-5,226-100%$543.3K———
Huntington National Bank
N/A—5,203-5,203-100%$540.9K———
TFR Capital, Llc.
N/A—5,192-5,192-100%$539.8K———
Savant Capital, LLC
N/A—5,099-5,099-100%$512.8K———
Focus Partners Advisor Solutions, LLC
N/A—5,031-5,031-100%$523.1K———
AE Wealth Management LLC
N/A—4,918-4,918-100%$511.3K———
Maridea Wealth Management LLC
N/A—4,894-4,894-100%$508.8K———
Neuberger Berman Group LLC
N/A—4,824-4,824-100%$501.5K———
Nuveen, LLC
N/A—4,714-4,714-100%$490.0K———
Fortis Capital Management LLC
N/A—4,666-4,666-100%$485.1K———
Moneta Group Investment Advisors LLC
N/A—4,439-4,439-100%$461.5K———
Ameritas Advisory Services, LLC
N/A—4,402-4,402-100%$457.6K———
Jaffetilchin Investment Partners, LLC
N/A—4,363-4,363-100%$453.6K———
Ducere Wealth Management LLC
N/A—4,247-4,247-100%$441.5K———
Two Sigma Securities, LLC
N/A—4,128-4,128-100%$429.1K———
Financial Engines Advisors L.L.C.
N/A—3,923-3,923-100%$407.8K———
FAS Wealth Partners, Inc.
N/A—3,803-3,803-100%$395.4K———
Westview Management dba Westview Investment Advisors
N/A—3,751-3,751-100%$390.0K———
SEI Investments Co
N/A—3,740-3,740-100%$388.8K———
Bank of Hawaii
N/A—3,634-3,634-100%$377.8K———
Commerce Bank
N/A—3,621-3,621-100%$376.4K———
Henrickson Nauta Wealth Advisors, Inc.
N/A—3,553-3,553-100%$369.4K———
360 Financial, Inc.
N/A—3,543-3,543-100%$368.4K———
Collaborative Wealth Managment Inc.
N/A—3,512-3,512-100%$365.1K———
Guardian Capital, LLC
N/A—3,491-3,491-100%$362.9K———
Aventura Private Wealth, LLC
N/A—3,426-3,426-100%$356.2K———
Clare Market Investments LLC
N/A—3,329-3,329-100%$346.0K———
First Trust Advisors LP
N/A—3,313-3,313-100%$344.4K———
Mosaic Financial Group, LLC
N/A—3,307-3,307-100%$344.0K———
QRG Capital Management, Inc.
N/A—3,292-3,292-100%$342.2K———
Westend Capital Management, LLC
N/A—3,277-3,277-100%$340.7K———
Susquehanna International Group, LLP
N/A—3,150-3,150-100%$327.5K———
One Capital Management, LLC
N/A—3,143-3,143-100%$303.9K———
Navis Wealth Advisors, LLC
N/A—3,111-3,111-100%$323.4K———
TD Capital Management LLC
N/A—3,039-3,039-100%$316.0K———
Kayne Anderson Rudnick Investment Management LLC
N/A—3,030-3,030-100%$315.0K———
Barnett & Company, Inc.
N/A—2,951-2,951-100%$306.8K———
Sound View Wealth Advisors Group, LLC
N/A—2,881-2,881-100%$299.5K———
New Insight Wealth Advisors
N/A—2,852-2,852-100%$296.5K———
LM Advisors LLC
N/A—2,842-2,842-100%$295.0K———
Piedmont Capital Management, LLC
N/A—2,820-2,820-100%$297.0K———
Madden Advisory Services, Inc.
N/A—2,741-2,741-100%$285.1K———
Advisory Services Network, LLC
N/A—2,716-2,716-100%$282.4K———
Advisors Capital Management, LLC
N/A—2,707-2,707-100%$281.4K———
Ketron Financial
N/A—2,705-2,705-100%$281.2K———
Sovereign Financial Group, Inc.
N/A—2,703-2,703-100%$281.0K———
Roble, Belko & Company, Inc
N/A—2,700-2,700-100%$281.0K———
GatePass Capital, LLC
N/A—2,699-2,699-100%$280.6K———
Pure Financial Advisors, LLC
N/A—2,683-2,683-100%$278.9K———
Davis R M Inc
N/A—2,620-2,620-100%$272.4K———
Caprock Group, LLC
N/A—2,603-2,603-100%$270.6K———
Capital Analysts, LLC
N/A—2,542-2,542-100%$264.0K———
Drive Wealth Management, LLC
N/A—2,458-2,458-100%$255.5K———
First American Trust, FSB
N/A—2,456-2,456-100%$255.4K———
Brown Brothers Harriman & Co
N/A—2,455-2,455-100%$255.2K———
Waddell & Associates, LLC
N/A—2,435-2,435-100%$253.1K———
Atlantic Union Bankshares Corp
N/A—2,386-2,386-100%$248.0K———
Lifeworks Advisors, LLC
N/A—2,356-2,356-100%$244.9K———
Snowden Capital Advisors LLC
N/A—2,323-2,323-100%$241.5K———
American Financial Advisors, LLC
N/A—2,271-2,271-100%$236.1K———
Texas Yale Capital Corp.
N/A—2,250-2,250-100%$233.9K———
Ballast Advisors LLC
N/A—2,248-2,248-100%$233.7K———
Traction Financial Partners, LLC
N/A—2,223-2,223-100%$231.1K———
Chokshi & Queen Wealth Advisors, Inc
N/A—2,210-2,210-100%$229.8K———
Proficio Capital Partners LLC
N/A—2,200-2,200-100%$228.7K———
GenTrust, LLC
N/A—2,200-2,200-100%$228.7K———
CFO4Life Group, LLC
N/A—2,166-2,166-100%$225.2K———
Sonoma Allocations LLC
N/A—2,125-2,125-100%$224.6K———
Arrowroot Family Office, LLC
N/A—2,076-2,076-100%$215.9K———
Freestone Capital Holdings, LLC
N/A—2,075-2,075-100%$215.8K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—2,062-2,062-100%$214.4K———
Medallion Wealth Advisors, LLC
N/A—2,046-2,046-100%$212.8K———
Silver OAK Securities, Incorporated
N/A—2,036-2,036-100%$211.6K———
Phoenix Financial Ltd.
N/A—2,030-2,030-100%$211.0K———
Prelude Capital Management, LLC
N/A—2,000-2,000-100%$207.9K———
LaSalle St. Investment Advisors, LLC
N/A—2,000-2,000-100%$207.9K———
Granite Bay Wealth Management, LLC
N/A—1,932-1,932-100%$201.0K———
Cheviot Value Management, LLC
N/A—1,900-1,900-100%$197.5K———
MidFirst Bank
N/A—1,862-1,862-100%$193.6K———
IFG Advisory, LLC
N/A—1,796-1,796-100%$186.7K———
Ameriflex Group, Inc.
N/A—1,582-1,582-100%$164.5K———
UBS Asset Management Americas LLC
N/A—1,581-1,581-100%$164.4K———
Glenmede Trust Co NA
N/A—1,520-1,520-100%$158.0K———
Nalls Sherbakoff Group, LLC
N/A—1,500-1,500-100%$155.9K———
Bard Associates Inc
N/A—1,472-1,472-100%$153.1K———
Avalon Trust Co
N/A—1,100-1,100-100%$114.4K———
Millstone Evans Group, LLC
N/A—1,093-1,093-100%$113.6K———
Vanguard Advisers Inc
N/A—1,074-1,074-100%$111.7K———
Financial Gravity Companies, Inc.
N/A—1,039-1,039-100%$108.0K———
Prudential PLC
N/A—1,000-1,000-100%$104.0K———
Crewe Advisors LLC
N/A—889-889-100%$92.4K———
Minot DeBlois Advisors LLC
N/A—850-850-100%$88.4K———
Colonial Trust Co / SC
N/A—836-836-100%$86.9K———
Founders Financial Alliance, LLC
N/A—832-832-100%$86.5K———
Truvestments Capital LLC
N/A—742-742-100%$77.1K———
Castlekeep Investment Advisors LLC
N/A—726-726-100%$75.5K———
Rothschild Investment LLC
N/A—667-667-100%$69.3K———
Institute for Wealth Management, Llc.
N/A—644-644-100%$67.0K———
Banque Transatlantique SA
N/A—629-629-100%$65.4K———
Barclays PLC
N/A—606-606-100%$63.0K———
Clearstead Advisors, LLC
N/A—600-600-100%$62.4K———
Continuum Advisory, LLC
N/A—535-535-100%$55.6K———
Russell Investments Group, Ltd.
N/A—444-444-100%$46.2K———
Smartleaf Asset Management LLC
N/A—405-405-100%$42.0K———
BFC Planning, Inc.
N/A—402-402-100%$41.8K———
Quent Capital, LLC
N/A—382-382-100%$39.7K———
Raffa Wealth Management, LLC
N/A—368-368-100%$38.3K———
SouthState Bank Corp
N/A—342-342-100%$35.6K———
Mpwm Advisory Solutions, LLC
N/A—335-335-100%$34.8K———
Migdal Insurance & Financial Holdings Ltd.
N/A—326-326-100%$33.9K———
Dunhill Financial, LLC
N/A—324-324-100%$33.7K———
FWL Investment Management, LLC
N/A—290-290-100%$30.1K———
Mcguire Capital Advisors Inc
N/A—282-282-100%$29.3K———
N.E.W. Advisory Services LLC
N/A—250-250-100%$26.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—238-238-100%$24.7K———
Glen Eagle Advisors, LLC
N/A—201-201-100%$20.9K———
Glassman Wealth Services
N/A—184-184-100%$19.1K———
Tidemark, LLC
N/A—129-129-100%$13.4K———
Collier Financial
N/A—106-106-100%$11.0K———
Ogorek Anthony Joseph
N/A—75-75-100%$7———
Van Eck Associates Corp
N/A—74-74-100%$7.7K———
Keating Financial Advisory Services, Inc.
N/A—69-69-100%$7.2K———
ST Germain D J Co Inc
N/A—65-65-100%$6.8K———
HM Payson & Co
N/A—33-33-100%$3.4K———
Crews Bank & Trust
N/A—21-21-100%$2.2K———
Greykasell Wealth Strategies, Inc.
N/A—18-18-100%$1.9K———
Alerus Financial NA
N/A—5-5-100%$520———
Basepoint Wealth LLC
N/A—4-4-100%$416———
Orion Capital Management LLC
N/A—4-4-100%$416———
Showing 766 of 766 institutions