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Vanguard Consumer Staple ETF (VDC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares927,408 from 914,183
Change+13,225 (+1%)
Value$202.4M (-$3.8M)
Filed 2026-11-06
Compass Financial Group, Inc
INCREASED
Shares445,311 from 440,884
Change+4,427 (+1%)
Value$97.2M (-$2.2M)
Filed 2026-10-13
Beacon Capital Management, Inc.
DECREASED
Shares354,832 from 369,724
Change-14,892 (-4%)
Value$77.4M (-$5.9M)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares168,899 from 176,857
Change-7,958 (-4%)
Value$36.9M (-$3.0M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares150,808 from 155,230
Change-4,422 (-3%)
Value$32.9K (-$35.0M)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares102,946 from 80,183
Change+22,763 (+28%)
Value$22.5M (+$4.4M)
Filed 2026-11-02
Apollon Wealth Management, LLC
INCREASED
Shares88,147 from 84,745
Change+3,402 (+4%)
Value$19.2M (+$125.5K)
Filed 2026-10-23
Lido Advisors, LLC
INCREASED
Shares86,092 from 81,934
Change+4,158 (+5%)
Value$18.8M (+$310.6K)
Filed 2026-11-04
Blankinship & Foster, LLC
DECREASED
Shares82,186 from 82,532
Change-346 (0%)
Value$17.9M (-$676.4K)
Filed 2026-10-19
Patriot Investment Management Group, Inc.
INCREASED
Shares67,846 from 67,651
Change+195 (+0%)
Value$14.8M (-$450.0K)
Filed 2026-10-15
Marotta Asset Management
DECREASED
Shares59,366 from 62,451
Change-3,085 (-5%)
Value$13.0M (-$1.2M)
Filed 2026-10-02
KCM Investment Advisors LLC
DECREASED
Shares55,986 from 57,921
Change-1,935 (-3%)
Value$12.2M (-$844.0K)
Filed 2026-10-27
CMH Wealth Management LLC
INCREASED
Shares43,747 from 41,650
Change+2,097 (+5%)
Value$9.5M (+$154.4K)
Filed 2026-10-22
Blackston Financial Advisory Group, LLC
DECREASED
Shares43,702 from 44,628
Change-926 (-2%)
Value$9.5M (-$527.0K)
Filed 2026-11-04
Weitzel Financial Services, Inc.
INCREASED
Shares39,022 from 38,249
Change+773 (+2%)
Value$8.5M (-$300.4K)
Filed 2026-10-16
Lighthouse Financial Services Inc
INCREASED
Shares36,928 from 36,451
Change+477 (+1%)
Value$8.1M (-$178.1K)
Filed 2026-11-02
Mosley Wealth Management
INCREASED
Shares34,098 from 31,315
Change+2,783 (+9%)
Value$8.0M (+$949.4K)
Filed 2026-10-16
Junk Investment Group, LLC
INCREASED
Shares33,020 from 30,224
Change+2,796 (+9%)
Value$7.2M (+$390.1K)
Filed 2026-10-19
Redstone Wealth Management, LLC
INCREASED
Shares31,710 from 30,477
Change+1,233 (+4%)
Value$6.9M (+$47.4K)
Filed 2026-10-20
Financial Advisory Partners, LLC
INCREASED
Shares31,281 from 30,289
Change+992 (+3%)
Value$6.8M (-$4.0K)
Filed 2026-10-23
J.W. Cole Advisors, Inc.
DECREASED
Shares30,220 from 30,866
Change-646 (-2%)
Value$6.6M (-$365.7K)
Filed 2026-11-05
MRA Advisory Group
NEW
Shares30,215
Change+30,215
Value$6.6M
Filed 2026-10-07
PNC Financial Services Group, Inc.
DECREASED
Shares29,558 from 30,091
Change-533 (-2%)
Value$6.4M (-$335.3K)
Filed 2026-11-06
Citigroup Inc
INCREASED
Shares28,326 from 27,726
Change+600 (+2%)
Value$6.2M (-$70.8K)
Filed 2026-11-04
Truist Financial Corp
DECREASED
Shares28,130 from 28,705
Change-575 (-2%)
Value$6.1M (-$334.6K)
Filed 2026-10-30
Creative Planning
INCREASED
Shares27,559 from 27,311
Change+248 (+1%)
Value$6.0M (-$144.8K)
Filed 2026-11-02
Merrithew & Thorsten Inc
INCREASED
Shares27,357 from 26,239
Change+1,118 (+4%)
Value$6.0M (+$53.7K)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares27,255 from 27,437
Change-182 (-1%)
Value$5.7M (-$81.6K)
Filed 2026-10-13
Hippocratic Financial Advisors, LLC
INCREASED
Shares26,317 from 25,990
Change+327 (+1%)
Value$5.7M (-$117.8K)
Filed 2026-10-13
TBH Global Asset Management, LLC
INCREASED
Shares25,257 from 4,521
Change+20,736 (+459%)
Value$2.9M (+$1.8M)
Filed 2026-11-03
Summit Investment Advisors, Inc.\KS
INCREASED
Shares24,902 from 20,718
Change+4,184 (+20%)
Value$5.4M (+$762.2K)
Filed 2026-11-05
Strengthening Families & Communities, LLC
INCREASED
Shares23,894 from 23,706
Change+188 (+1%)
Value$5.2M (-$131.6K)
Filed 2026-10-21
Rossby Financial, LCC
DECREASED
Shares23,800 from 25,075
Change-1,275 (-5%)
Value$5.2M (-$460.8K)
Filed 2026-11-05
Southern Capital Services Inc
INCREASED
Shares23,136 from 23,050
Change+86 (+0%)
Value$5.0M (-$149.0K)
Filed 2026-10-19
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares22,617 from 24,092
Change-1,475 (-6%)
Value$4.9M (-$497.2K)
Filed 2026-10-05
Sigma Planning Corp
INCREASED
Shares22,201 from 20,574
Change+1,627 (+8%)
Value$4.8M (+$201.5K)
Filed 2026-10-23
Sharper & Granite LLC
INCREASED
Shares20,761 from 19,042
Change+1,719 (+9%)
Value$4.7M (+$368.9K)
Filed 2026-11-02
Grey Ledge Advisors, LLC
INCREASED
Shares19,452 from 19,142
Change+310 (+2%)
Value$3.0M (-$28.9K)
Filed 2026-11-02
One Day In July LLC
INCREASED
Shares19,276 from 17,058
Change+2,218 (+13%)
Value$4.2M (+$359.8K)
Filed 2026-10-30
Simon Quick Advisors, LLC
DECREASED
Shares19,100 from 23,022
Change-3,922 (-17%)
Value$4.2M (-$1.0M)
Filed 2026-10-26
Integrity Alliance, Llc.
DECREASED
Shares17,800 from 22,554
Change-4,754 (-21%)
Value$3.9M (-$1.2M)
Filed 2026-10-29
Altura Wealth Advisors Inc.
INCREASED
Shares17,741 from 16,970
Change+771 (+5%)
Value$3.9M (+$44.6K)
Filed 2026-10-22
Certified Advisory Corp
INCREASED
Shares17,034 from 15,751
Change+1,283 (+8%)
Value$3.7M (+$165.3K)
Filed 2026-10-29
Keeler & Nadler Financial Planning & Wealth Management
DECREASED
Shares16,795 from 17,316
Change-521 (-3%)
Value$3.7M (-$239.9K)
Filed 2026-10-28
Royal Fund Management, LLC
INCREASED
Shares16,508 from 15,568
Change+940 (+6%)
Value$3.6M (+$91.8K)
Filed 2026-10-22
Matthew Goff Investment Advisor, LLC
NEW
Shares15,993
Change+15,993
Value$3.5M
Filed 2026-10-13
Pension & Wealth Management Advisors, Inc.
DECREASED
Shares15,576 from 15,639
Change-63 (0%)
Value$3.4M (-$127.8K)
Filed 2026-10-16
Financial Perspectives, Inc
INCREASED
Shares15,572 from 14,815
Change+757 (+5%)
Value$3.4M (+$57.2K)
Filed 2026-11-03
Merit Financial Group, LLC
INCREASED
Shares15,523 from 13,996
Change+1,527 (+11%)
Value$3.4M (+$231.4K)
Filed 2026-11-06
Bailard, Inc.
DECREASED
Shares14,990 from 15,949
Change-959 (-6%)
Value$3.3M (-$325.4K)
Filed 2026-10-13
Founders Grove Wealth Partners, LLC
INCREASED
Shares14,651 from 14,435
Change+216 (+2%)
Value$3.2M (-$58.0K)
Filed 2026-10-16
Atria Investments, Inc
INCREASED
Shares13,628 from 12,944
Change+684 (+5%)
Value$3.0M (+$55.0K)
Filed 2026-10-15
Bonfire Financial
INCREASED
Shares13,571 from 13,277
Change+294 (+2%)
Value$3.0M (-$32.5K)
Filed 2026-11-06
Retirement Planning Group, LLC
DECREASED
Shares13,327 from 28,721
Change-15,394 (-54%)
Value$2.9M (-$3.6M)
Filed 2026-10-19
Opus Financial Solutions LLC
DECREASED
Shares12,969 from 14,233
Change-1,264 (-9%)
Value$2.8M (-$379.3K)
Filed 2026-11-06
Trust Co of Oklahoma
DECREASED
Shares12,842 from 13,497
Change-655 (-5%)
Value$2.8M (-$241.2K)
Filed 2026-10-15
AlphaCore Capital LLC
DECREASED
Shares12,796 from 14,522
Change-1,726 (-12%)
Value$2.8M (-$482.2K)
Filed 2026-11-04
D.A. Davidson & Co.
INCREASED
Shares11,997 from 11,819
Change+178 (+2%)
Value$2.6M (-$47.0K)
Filed 2026-10-28
SBI Securities Co., Ltd.
DECREASED
Shares11,969 from 12,042
Change-73 (-1%)
Value$2.6M (-$103.6K)
Filed 2026-10-22
Absolute Capital Management, LLC
INCREASED
Shares11,720 from 11,644
Change+76 (+1%)
Value$2.6M (-$68.2K)
Filed 2026-10-16
Westside Investment Management, Inc.
INCREASED
Shares11,125 from 11,096
Change+29 (+0%)
Value$2.4M (-$74.2K)
Filed 2026-11-02
Canvas Wealth Advisors, LLC
INCREASED
Shares11,035 from 4,095
Change+6,940 (+169%)
Value$2.6M (+$1.7M)
Filed 2026-11-02
Cypress Wealth Services, LLC
DECREASED
Shares10,737 from 10,835
Change-98 (-1%)
Value$2.4M (-$61.9K)
Filed 2026-10-21
Stonebridge Financial Planning Group, LLC
DECREASED
Shares10,439 from 11,454
Change-1,015 (-9%)
Value$2.3M (-$305.0K)
Filed 2026-11-06
WBH Advisory Inc
DECREASED
Shares10,187 from 10,923
Change-736 (-7%)
Value$2.2M (-$240.1K)
Filed 2026-11-05
Brookstone Capital Management
INCREASED
Shares9,934 from 9,719
Change+215 (+2%)
Value$2.2M (-$23.9K)
Filed 2026-10-22
CoreCap Advisors, LLC
INCREASED
Shares9,873 from 9,261
Change+612 (+7%)
Value$2.2M (+$66.1K)
Filed 2026-10-08
Fifth Third Bancorp
INCREASED
Shares9,870 from 8,628
Change+1,242 (+14%)
Value$2.2M (+$208.1K)
Filed 2026-11-05
Curran Financial Partners, LLC
DECREASED
Shares9,700 from 11,232
Change-1,532 (-14%)
Value$2.1M (-$416.1K)
Filed 2026-11-04
PFG Advisors
DECREASED
Shares9,522 from 9,707
Change-185 (-2%)
Value$2.1M (-$111.0K)
Filed 2026-10-16
RCW Management, LLC
DECREASED
Shares9,474 from 9,768
Change-294 (-3%)
Value$2.1M (-$135.3K)
Filed 2026-10-30
Accel Wealth Management
INCREASED
Shares9,316 from 9,195
Change+121 (+1%)
Value$2.0M (-$40.5K)
Filed 2026-10-13
Independent Financial Group, LLC
INCREASED
Shares9,298 from 8,702
Change+596 (+7%)
Value$2.0M (+$66.8K)
Filed 2026-10-13
Apollon Financial, LLC
DECREASED
Shares9,245 from 9,659
Change-414 (-4%)
Value$2.0M (-$160.7K)
Filed 2026-10-23
Farther Finance Advisors, LLC
INCREASED
Shares8,887 from 6,259
Change+2,628 (+42%)
Value$1.9M (+$527.9K)
Filed 2026-10-08
MGO One Seven LLC
INCREASED
Shares8,779 from 8,204
Change+575 (+7%)
Value$1.9M (+$65.8K)
Filed 2026-10-28
Assetmark, Inc
DECREASED
Shares8,642 from 11,866
Change-3,224 (-27%)
Value$1.9M (-$789.8K)
Filed 2026-10-21
Marion Wealth Management
INCREASED
Shares8,443 from 8,213
Change+230 (+3%)
Value$1.8M (-$9.6K)
Filed 2026-10-22
Fischer Financial Services, Inc.
DECREASED
Shares8,360 from 8,365
Change-5 (0%)
Value$1.8M (-$62.0K)
Filed 2026-10-30
Cordoba Advisory Partners LLC
INCREASED
Shares7,930 from 7,888
Change+42 (+1%)
Value$1.7M (-$57.9K)
Filed 2026-10-19
Calder Financial LLC
DECREASED
Shares7,667 from 7,668
Change-1 (0%)
Value$1.7M (-$56.0K)
Filed 2026-10-13
Clearstead Advisors, LLC
INCREASED
Shares7,596 from 7,591
Change+5 (+0%)
Value$1.7M (-$54.3K)
Filed 2026-11-06
Wolff Financial Management LLC
INCREASED
Shares7,330 from 7,317
Change+13 (+0%)
Value$1.6M (-$50.5K)
Filed 2026-10-23
S&A Financial Services, Inc.
INCREASED
Shares7,235 from 7,097
Change+138 (+2%)
Value$1.6M (-$21.5K)
Filed 2026-11-03
Gibraltar Capital Management, Inc.
DECREASED
Shares7,145 from 7,155
Change-10 (0%)
Value$1.6M (-$54.3K)
Filed 2026-10-27
Prime Capital Investment Advisors, LLC
DECREASED
Shares7,073 from 7,302
Change-229 (-3%)
Value$1.5M (-$103.2K)
Filed 2026-10-20
Concurrent Investment Advisors, LLC
INCREASED
Shares6,807 from 5,238
Change+1,569 (+30%)
Value$1.5M (+$304.1K)
Filed 2026-10-16
Simplicity Wealth,LLC
DECREASED
Shares6,536 from 9,198
Change-2,662 (-29%)
Value$1.4M (-$647.7K)
Filed 2026-10-23
First Financial Corp
INCREASED
Shares6,318 from 4,929
Change+1,389 (+28%)
Value$1.4M (+$267.2K)
Filed 2026-10-13
Sweeney & Michel, LLC
INCREASED
Shares6,070 from 6,051
Change+19 (+0%)
Value$1.3M (-$74.5K)
Filed 2026-10-16
Bluesphere Advisors LLC
INCREASED
Shares5,946 from 4,217
Change+1,729 (+41%)
Value$1.3M (+$346.4K)
Filed 2026-10-19
AGF Management LTD
INCREASED
Shares5,844 from 5,726
Change+118 (+2%)
Value$1.3M (-$15.9K)
Filed 2026-11-03
Dhjj Financial Advisors, Ltd.
DECREASED
Shares5,729 from 5,934
Change-205 (-3%)
Value$1.3M (-$88.0K)
Filed 2026-10-23
Park National Corp
INCREASED
Shares5,695 from 5,478
Change+217 (+4%)
Value$1.2M (+$7.5K)
Filed 2026-10-05
Kestra Private Wealth Services, LLC
DECREASED
Shares5,641 from 5,735
Change-94 (-2%)
Value$1.2M (-$62.3K)
Filed 2026-11-06
Matauro, LLC
INCREASED
Shares5,531 from 5,322
Change+209 (+4%)
Value$1.2M (+$7.0K)
Filed 2026-11-03
Arrien Investments, Inc.
DECREASED
Shares5,499 from 5,513
Change-14 (0%)
Value$1.2M (-$43.2K)
Filed 2026-10-30
McKinley Carter Wealth Services, Inc.
UNCHANGED
Shares5,421 from 5,421
Change0 (0%)
Value$1.2M (-$39.5K)
Filed 2026-10-16
Penobscot Wealth Management
INCREASED
Shares5,412 from 4,692
Change+720 (+15%)
Value$1.2M (+$122.9K)
Filed 2026-10-21
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED
Shares5,328 from 4,399
Change+929 (+21%)
Value$1.2M (+$170.7K)
Filed 2026-10-22
Gerber Kawasaki Wealth & Investment Management
DECREASED
Shares5,192 from 6,553
Change-1,361 (-21%)
Value$1.1M (-$344.8K)
Filed 2026-10-29
Allworth Financial LP
INCREASED
Shares5,166 from 4,667
Change+499 (+11%)
Value$1.2M (+$112.5K)
Filed 2026-11-06
CWA Asset Management Group, LLC
UNCHANGED
Shares5,123 from 5,123
Change0 (0%)
Value$1.1M (-$37.3K)
Filed 2026-10-19
Prairie Advisory, LLC
INCREASED
Shares5,012 from 2,796
Change+2,216 (+79%)
Value$1.1M (+$463.2K)
Filed 2026-10-19
Parallel Advisors, LLC
DECREASED
Shares4,943 from 5,290
Change-347 (-7%)
Value$1.1M (-$114.4K)
Filed 2026-11-03
MontVue Capital Management, Inc.
DECREASED
Shares4,830 from 4,848
Change-18 (0%)
Value$1.1M (-$39.2K)
Filed 2026-10-19
Mission Wealth Management, LP
DECREASED
Shares4,734 from 6,013
Change-1,279 (-21%)
Value$1.0M (-$323.1K)
Filed 2026-10-15
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares4,676 from 4,479
Change+197 (+4%)
Value$1.0M (+$10.6K)
Filed 2026-10-22
Woodward Diversified Capital, LLC
DECREASED
Shares4,512 from 4,627
Change-115 (-2%)
Value$984.6K (-$58.8K)
Filed 2026-10-21
ROI Financial Advisors, LLC
DECREASED
Shares4,364 from 4,479
Change-115 (-3%)
Value$952.3K (-$57.8K)
Filed 2026-10-19
Lighthouse Wealth Management Inc.
INCREASED
Shares4,289 from 4,048
Change+241 (+6%)
Value$935.9K (+$23.2K)
Filed 2026-10-13
Praetorian Wealth Management, Inc.
DECREASED
Shares4,117 from 4,206
Change-89 (-2%)
Value$898.4K (-$49.8K)
Filed 2026-10-16
Choreo, LLC
DECREASED
Shares4,039 from 4,351
Change-312 (-7%)
Value$881.4K (-$99.8K)
Filed 2026-10-28
ALM First Financial Advisors, LLC
UNCHANGED
Shares3,898 from 3,898
Change0 (0%)
Value$693.0K (-$23.1K)
Filed 2026-10-13
Valmark Advisers, Inc.
INCREASED
Shares3,826 from 3,733
Change+93 (+2%)
Value$834.8K (-$6.9K)
Filed 2026-11-06
Avidian Wealth Enterprises, LLC
INCREASED
Shares3,771 from 1,418
Change+2,353 (+166%)
Value$822.9K (+$503.2K)
Filed 2026-10-08
First Bancorp, Inc
DECREASED
Shares3,724 from 3,730
Change-6 (0%)
Value$812.6K (-$28.5K)
Filed 2026-10-26
Prospera Financial Services Inc
DECREASED
Shares3,683 from 3,841
Change-158 (-4%)
Value$892.8K (+$25.9K)
Filed 2026-11-04
Bokf, NA
UNCHANGED
Shares3,580 from 3,580
Change0 (0%)
Value$781.2K (-$26.1K)
Filed 2026-10-27
Axxcess Wealth Management, LLC
INCREASED
Shares3,567 from 3,215
Change+352 (+11%)
Value$778.3K (+$53.3K)
Filed 2026-10-21
Leelyn Smith, LLC
UNCHANGED
Shares3,532 from 3,532
Change0 (0%)
Value$770.7K (-$25.7K)
Filed 2026-11-03
Richard C. Young & Co., Ltd.
INCREASED
Shares3,516 from 3,498
Change+18 (+1%)
Value$767.3K (-$21.4K)
Filed 2026-11-04
Bigelow Investment Advisors, LLC
INCREASED
Shares3,493 from 3,435
Change+58 (+2%)
Value$762.1K (-$12.4K)
Filed 2026-10-13
HB Wealth Management, LLC
DECREASED
Shares3,470 from 3,550
Change-80 (-2%)
Value$757.2K (-$43.3K)
Filed 2026-10-23
Exchange Traded Concepts, LLC
DECREASED
Shares3,418 from 32,569
Change-29,151 (-90%)
Value$745.8K (-$6.6M)
Filed 2026-10-28
Avantax Planning Partners, Inc.
DECREASED
Shares3,348 from 3,419
Change-71 (-2%)
Value$730.6K (-$40.4K)
Filed 2026-11-03
Consolidated Capital Management, LLC
INCREASED
Shares3,280 from 3,244
Change+36 (+1%)
Value$715.7K (-$15.8K)
Filed 2026-10-13
Fifth Third Securities, Inc.
NEW
Shares3,171
Change+3,171
Value$692.1K
Filed 2026-10-21
US Bancorp \de\
DECREASED
Shares3,166 from 3,906
Change-740 (-19%)
Value$690.9K (-$189.9K)
Filed 2026-11-05
Williams Jones Wealth Management, Llc.
DECREASED
Shares3,164 from 3,429
Change-265 (-8%)
Value$690.4K (-$82.8K)
Filed 2026-11-05
M Wealth Management, LLC
INCREASED
Shares3,093 from 3,081
Change+12 (+0%)
Value$674.9K (-$19.9K)
Filed 2026-10-14
Seamount Financial Group Inc
DECREASED
Shares3,082 from 3,213
Change-131 (-4%)
Value$672.6K (-$51.8K)
Filed 2026-10-21
Principle Wealth Partners LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$654.6K (-$21.8K)
Filed 2026-11-02
Beacon Financial Advisory LLC
UNCHANGED
Shares2,983 from 2,983
Change0 (0%)
Value$650.9K (-$21.6K)
Filed 2026-10-16
Guardian Capital, LLC
DECREASED
Shares2,978 from 3,291
Change-313 (-10%)
Value$649.9K (-$92.2K)
Filed 2026-11-06
Wealthcare Advisory Partners LLC
DECREASED
Shares2,944 from 3,077
Change-133 (-4%)
Value$642.3K (-$51.4K)
Filed 2026-10-21
Cora Capital Advisors LLC
UNCHANGED
Shares2,912 from 2,912
Change0 (0%)
Value$635.4K (-$21.2K)
Filed 2026-11-02
Oppenheimer & Co Inc
INCREASED
Shares2,850 from 2,750
Change+100 (+4%)
Value$621.9K (+$1.8K)
Filed 2026-10-26
Savant Capital, LLC
DECREASED
Shares2,845 from 5,734
Change-2,889 (-50%)
Value$620.9K (-$669.5K)
Filed 2026-11-06
Diversified Enterprises, LLC
INCREASED
Shares2,726 from 2,725
Change+1 (+0%)
Value$594.8K (-$19.7K)
Filed 2026-10-19
Blue Capital, Inc.
UNCHANGED
Shares2,720 from 2,720
Change0 (0%)
Value$593.5K (-$19.8K)
Filed 2026-10-13
Guardian Asset Advisors, LLC
INCREASED
Shares2,668 from 2,665
Change+3 (+0%)
Value$581.7K (-$18.8K)
Filed 2026-10-16
Idaho Trust Co
DECREASED
Shares2,660 from 2,890
Change-230 (-8%)
Value$580.4K (-$71.2K)
Filed 2026-11-04
Laurel OAK Wealth Management, LLC
INCREASED
Shares2,640 from 1,808
Change+832 (+46%)
Value$576.1K (+$168.4K)
Filed 2026-10-19
Capital Investment Advisors, LLC
UNCHANGED
Shares2,634 from 2,634
Change0 (0%)
Value$574.8K (-$19.2K)
Filed 2026-10-22
B. Riley Wealth Advisors, Inc.
INCREASED
Shares2,611 from 1,909
Change+702 (+37%)
Value$569.8K (+$133.1K)
Filed 2026-10-13
Creative Financial Designs Inc
DECREASED
Shares2,583 from 2,792
Change-209 (-7%)
Value$563.5K (-$66.1K)
Filed 2026-11-04
Salomon & Ludwin, LLC
DECREASED
Shares2,534 from 2,563
Change-29 (-1%)
Value$553.0K (-$26.1K)
Filed 2026-10-29
Fisher Asset Management, LLC
INCREASED
Shares2,528 from 1,857
Change+671 (+36%)
Value$551.7K (+$132.9K)
Filed 2026-11-06
NWF Advisory Services Inc.
UNCHANGED
Shares2,528 from 2,528
Change0 (0%)
Value$551.6K (-$18.4K)
Filed 2026-10-19
Strategic Advocates LLC
INCREASED
Shares2,494 from 2,462
Change+32 (+1%)
Value$544.2K (-$10.9K)
Filed 2026-11-03
HBW Advisory Services LLC
DECREASED
Shares2,479 from 4,670
Change-2,191 (-47%)
Value$540.8K (+$314.7K)
Filed 2026-10-15
Woodmont Investment Counsel LLC
UNCHANGED
Shares2,477 from 2,477
Change0 (0%)
Value$540.5K (-$18.0K)
Filed 2026-10-29
Raab & Moskowitz Asset Management LLC
DECREASED
Shares2,473 from 2,564
Change-91 (-4%)
Value$539.6K (-$38.5K)
Filed 2026-11-02
Northstar Asset Management Co
INCREASED
Shares2,440 from 2,325
Change+115 (+5%)
Value$575.9K (+$47.4K)
Filed 2026-10-22
Fulcrum Capital LLC
UNCHANGED
Shares2,420 from 2,420
Change0 (0%)
Value$528.1K (-$17.6K)
Filed 2026-10-15
Money Concepts Capital Corp
INCREASED
Shares2,388 from 2,099
Change+289 (+14%)
Value$521.2K (+$48.0K)
Filed 2026-11-06
Bay Capital Advisors, LLC
DECREASED
Shares2,364 from 2,425
Change-61 (-3%)
Value$515.8K (-$31.0K)
Filed 2026-10-16
Pines Wealth Management, LLC
INCREASED
Shares2,341 from 2,002
Change+339 (+17%)
Value$510.8K (+$59.4K)
Filed 2026-10-21
Spinnaker Investment Group, LLC
DECREASED
Shares2,306 from 2,429
Change-123 (-5%)
Value$503.2K (-$44.5K)
Filed 2026-10-13
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares2,306 from 2,306
Change0 (0%)
Value$503.2K (-$16.8K)
Filed 2026-10-27
Stronghold Wealth Management L.L.C.
INCREASED
Shares2,191 from 1,984
Change+207 (+10%)
Value$478.1K (+$30.7K)
Filed 2026-10-16
RBA Wealth Management, LLC
DECREASED
Shares2,164 from 2,303
Change-139 (-6%)
Value$472.3K (-$47.1K)
Filed 2026-10-28
NorthCrest Asset Manangement, LLC
DECREASED
Shares2,156 from 2,237
Change-81 (-4%)
Value$487.4K (-$17.3K)
Filed 2026-10-13
Bayshore Capital Advisors, LLC
UNCHANGED
Shares2,140 from 2,140
Change0 (0%)
Value$467.0K (-$15.6K)
Filed 2026-11-02
Diversify Wealth Management, LLC
DECREASED
Shares2,127 from 2,266
Change-139 (-6%)
Value$499.7K (-$23.7K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares2,127 from 2,266
Change-139 (-6%)
Value$499.7K (-$23.7K)
Filed 2026-10-20
Cape Investment Advisory, Inc.
INCREASED
Shares2,118 from 1,559
Change+559 (+36%)
Value$462.3K (+$110.7K)
Filed 2026-10-13
Golden State Wealth Management, LLC
INCREASED
Shares2,113 from 1,206
Change+907 (+75%)
Value$461.2K (+$189.4K)
Filed 2026-11-02
Koshinski Asset Management, Inc.
INCREASED
Shares2,112 from 2,109
Change+3 (+0%)
Value$460.9K (-$14.8K)
Filed 2026-10-29
VAN Strum & Towne Inc.
UNCHANGED
Shares2,060 from 2,060
Change0 (0%)
Value$449.5K (-$15.0K)
Filed 2026-11-06
Pinnacle Financial Group, LLC / IL
DECREASED
Shares2,043 from 2,088
Change-45 (-2%)
Value$445.9K (-$24.3K)
Filed 2026-10-29
LexAurum Advisors, LLC
DECREASED
Shares2,013 from 2,049
Change-36 (-2%)
Value$439.3K (-$22.7K)
Filed 2026-10-19
RFG Advisory, LLC
DECREASED
Shares1,968 from 3,703
Change-1,735 (-47%)
Value$429.5K (-$405.4K)
Filed 2026-11-03
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares1,952 from 1,915
Change+37 (+2%)
Value$426.0K (-$5.9K)
Filed 2026-10-13
Founders Financial Securities LLC
DECREASED
Shares1,950 from 2,246
Change-296 (-13%)
Value$425.5K (-$80.9K)
Filed 2026-10-28
Carolina Wealth Management Inc
UNCHANGED
Shares1,946 from 1,946
Change0 (0%)
Value$424.6K (-$14.2K)
Filed 2026-10-29
Jacobi Capital Management LLC
INCREASED
Shares1,929 from 1,923
Change+6 (+0%)
Value$420.9K (-$12.6K)
Filed 2026-11-05
Presilium Private Wealth, LLC
UNCHANGED
Shares1,881 from 1,881
Change0 (0%)
Value$410.5K (-$13.7K)
Filed 2026-10-26
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares1,872 from 1,890
Change-18 (-1%)
Value$408.6K (-$17.6K)
Filed 2026-10-14
KG Capital Management
DECREASED
Shares1,837 from 1,916
Change-79 (-4%)
Value$400.9K (-$31.0K)
Filed 2026-10-15
4Wealth Advisors, Inc.
NEW
Shares1,824
Change+1,824
Value$404.2K
Filed 2026-10-13
Harbor Asset Planning, Inc.
INCREASED
Shares1,814 from 1,803
Change+11 (+1%)
Value$395.9K (-$11.0K)
Filed 2026-10-23
Cornerstone Wealth Management, LLC
INCREASED
Shares1,805 from 1,743
Change+62 (+4%)
Value$393.8K (+$760)
Filed 2026-11-04
Biltmore Family Office, LLC
UNCHANGED
Shares1,801 from 1,801
Change0 (0%)
Value$393.0K (-$13.1K)
Filed 2026-11-03
Cottage Street Advisors LLC
NEW
Shares1,789
Change+1,789
Value$390.5K
Filed 2026-10-19
Dynamic Advisor Solutions LLC
INCREASED
Shares1,774 from 1,663
Change+111 (+7%)
Value$387.1K (+$12.1K)
Filed 2026-10-13
Northwest Financial Advisors
DECREASED
Shares1,739 from 1,784
Change-45 (-3%)
Value$379.4K (-$22.8K)
Filed 2026-10-27
Milestone Asset Management Group, LLC
DECREASED
Shares1,728 from 2,043
Change-315 (-15%)
Value$377.0K (-$83.7K)
Filed 2026-10-20
OpenArc Corporate Advisory, LLC
INCREASED
Shares1,718 from 1,686
Change+32 (+2%)
Value$374.9K (-$5.3K)
Filed 2026-10-21
Thrivent Financial for Lutherans
UNCHANGED
Shares1,713 from 1,713
Change0 (0%)
Value$373 (-$385.6K)
Filed 2026-11-05
Glass Jacobson Investment Advisors llc
INCREASED
Shares1,692 from 1,671
Change+21 (+1%)
Value$369.3K (-$7.6K)
Filed 2026-10-26
IFP Advisors, Inc
DECREASED
Shares1,674 from 1,750
Change-76 (-4%)
Value$365.3K (-$29.3K)
Filed 2026-10-16
Emerald Advisors, LLC
UNCHANGED
Shares1,659 from 1,659
Change0 (0%)
Value$362.0K (-$12.1K)
Filed 2026-10-13
Armbruster Capital Management, Inc.
UNCHANGED
Shares1,630 from 1,630
Change0 (0%)
Value$355.7K (-$11.9K)
Filed 2026-10-19
Brandywine OAK Private Wealth LLC
DECREASED
Shares1,624 from 1,644
Change-20 (-1%)
Value$354.4K (-$16.3K)
Filed 2026-10-23
Peterson Wealth Advisors, LLC
INCREASED
Shares1,613 from 1,606
Change+7 (+0%)
Value$352.0K (-$10.1K)
Filed 2026-10-08
StoneX Group Inc.
DECREASED
Shares1,612 from 2,503
Change-891 (-36%)
Value$351.9K (-$213.2K)
Filed 2026-11-03
Nilsine Partners, LLC
NEW
Shares1,600
Change+1,600
Value$349.1K
Filed 2026-11-02
Mainsail Asset Management, LLC
UNCHANGED
Shares1,591 from 1,591
Change0 (0%)
Value$352.9K (-$13.6K)
Filed 2026-10-14
Romano Brothers and Company
INCREASED
Shares1,575 from 1,559
Change+16 (+1%)
Value$343.7K (-$7.9K)
Filed 2026-10-22
Taylor & Morgan Wealth Management, LLC
INCREASED
Shares1,571 from 1,562
Change+9 (+1%)
Value$342.7K (-$9.5K)
Filed 2026-10-09
Philadelphia Trust Co
UNCHANGED
Shares1,565 from 1,565
Change0 (0%)
Value$341 (-$352.7K)
Filed 2026-11-05
Certuity, LLC
NEW
Shares1,559
Change+1,559
Value$340.2K
Filed 2026-11-02
AMG National Trust Bank
UNCHANGED
Shares1,558 from 1,558
Change0 (0%)
Value$340.0K (-$11.3K)
Filed 2026-11-05
Csenge Advisory Group
DECREASED
Shares1,557 from 1,627
Change-70 (-4%)
Value$339.8K (-$27.1K)
Filed 2026-11-04
Daymark Wealth Partners, LLC
INCREASED
Shares1,557 from 1,555
Change+2 (+0%)
Value$339.8K (-$10.9K)
Filed 2026-11-04
Solidarity Wealth, LLC
UNCHANGED
Shares1,544 from 1,544
Change0 (0%)
Value$336.9K (-$11.2K)
Filed 2026-10-15
Ignite Planners, LLC
DECREASED
Shares1,527 from 1,668
Change-141 (-8%)
Value$333.3K (-$42.9K)
Filed 2026-10-14
Riverbend Wealth Management, LLC
UNCHANGED
Shares1,516 from 1,516
Change0 (0%)
Value$330.9K (-$11.0K)
Filed 2026-10-15
IVC Wealth Advisors LLC
INCREASED
Shares1,465 from 1,464
Change+1 (+0%)
Value$319.6K (-$10.5K)
Filed 2026-10-23
Klingman & Associates, LLC
UNCHANGED
Shares1,450 from 1,450
Change0 (0%)
Value$316.4K (-$10.6K)
Filed 2026-10-20
HBK Sorce Advisory LLC
INCREASED
Shares1,449 from 1,448
Change+1 (+0%)
Value$360.0K (+$25.3K)
Filed 2026-11-06
Vise Technologies, Inc.
NEW
Shares1,445
Change+1,445
Value$315.2K
Filed 2026-10-29
ProVise Management Group, LLC
INCREASED
Shares1,441 from 1,434
Change+7 (+0%)
Value$314.5K (-$8.7K)
Filed 2026-11-06
International Assets Investment Management, LLC
UNCHANGED
Shares1,439 from 1,439
Change0 (0%)
Value$313.3K (-$11.9K)
Filed 2026-11-02
Signature Wealth Management Partners, LLC
UNCHANGED
Shares1,432 from 1,432
Change0 (0%)
Value$312.5K (-$10.4K)
Filed 2026-10-21
Kennedy Investment Group, Inc.
DECREASED
Shares1,409 from 1,422
Change-13 (-1%)
Value$307.4K (-$13.2K)
Filed 2026-10-21
Tower View Wealth Management LLC
DECREASED
Shares1,400 from 1,452
Change-52 (-4%)
Value$305.4K (-$22.0K)
Filed 2026-10-23
Heritage Family Offices, LLP
UNCHANGED
Shares1,375 from 1,375
Change0 (0%)
Value$300.0K (-$10.0K)
Filed 2026-11-02
Lake Street Private Wealth, LLC
INCREASED
Shares1,374 from 1,326
Change+48 (+4%)
Value$299.8K (+$799)
Filed 2026-10-22
Bank of New York Mellon Corp
NEW
Shares1,351
Change+1,351
Value$295.0K
Filed 2026-11-05
Clark Asset Management, LLC
UNCHANGED
Shares1,347 from 1,347
Change0 (0%)
Value$293.9K (-$9.8K)
Filed 2026-10-19
Traphagen Investment Advisors LLC
UNCHANGED
Shares1,332 from 1,332
Change0 (0%)
Value$290.7K (-$9.6K)
Filed 2026-10-14
Ceera Investments, LLC
UNCHANGED
Shares1,330 from 1,330
Change0 (0%)
Value$290.2K (-$9.7K)
Filed 2026-11-02
Fortitude Advisory Group L.L.C.
INCREASED
Shares1,313 from 1,290
Change+23 (+2%)
Value$286.6K (-$4.4K)
Filed 2026-10-15
Quartz Partners, LLC
UNCHANGED
Shares1,278 from 1,278
Change0 (0%)
Value$278.9K (-$9.3K)
Filed 2026-11-03
TD Waterhouse Canada Inc.
DECREASED
Shares1,273 from 1,366
Change-93 (-7%)
Value$277.6K (-$31.2K)
Filed 2026-10-16
EverSource Wealth Advisors, LLC
DECREASED
Shares1,271 from 1,343
Change-72 (-5%)
Value$277.4K (-$25.5K)
Filed 2026-11-04
Davenport & Co LLC
DECREASED
Shares1,266 from 1,324
Change-58 (-4%)
Value$276.2K (-$22.4K)
Filed 2026-10-14
Level Four Advisory Services, LLC
INCREASED
Shares1,244 from 1,243
Change+1 (+0%)
Value$271.6K (-$8.8K)
Filed 2026-11-06
Portland Financial Advisors Inc
UNCHANGED
Shares1,235 from 1,235
Change0 (0%)
Value$269.5K (-$9.0K)
Filed 2026-10-26
Sound Income Strategies, LLC
DECREASED
Shares1,234 from 1,535
Change-301 (-20%)
Value$278.9K (-$67.2K)
Filed 2026-10-09
Rhodes Investment Advisors Inc
INCREASED
Shares1,234 from 974
Change+260 (+27%)
Value$269.3K (+$49.6K)
Filed 2026-10-07
Focus Financial Network, Inc.
INCREASED
Shares1,234 from 1,232
Change+2 (+0%)
Value$269.3K (-$8.6K)
Filed 2026-10-14
Ritholtz Wealth Management
DECREASED
Shares1,219 from 1,877
Change-658 (-35%)
Value$266.0K (-$157.2K)
Filed 2026-11-05
Childress Capital Advisors, LLC
DECREASED
Shares1,207 from 1,215
Change-8 (-1%)
Value$263.4K (-$10.6K)
Filed 2026-10-28
Valeo Financial Advisors, LLC
DECREASED
Shares1,200 from 1,257
Change-57 (-5%)
Value$261.9K (-$21.6K)
Filed 2026-10-08
Sheets Smith Wealth Management
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$261.9K (-$8.7K)
Filed 2026-10-16
Quadcap Wealth Management, LLC
UNCHANGED
Shares1,198 from 1,198
Change0 (0%)
Value$261.2K (-$8.7K)
Filed 2026-11-02
Fearless Solutions, LLC dba Best Invest
INCREASED
Shares1,195 from 1,120
Change+75 (+7%)
Value$260.8K (+$8.2K)
Filed 2026-10-14
HUB Investment Partners, LLC
INCREASED
Shares1,182 from 928
Change+254 (+27%)
Value$258.0K (+$48.7K)
Filed 2026-11-03
Anchyra Partners LLC
INCREASED
Shares1,179 from 1,170
Change+9 (+1%)
Value$257.3K (-$6.6K)
Filed 2026-10-13
Essential Planning, Llc.
UNCHANGED
Shares1,174 from 1,174
Change0 (0%)
Value$256.2K (-$8.5K)
Filed 2026-10-21
Private Trust Co NA
DECREASED
Shares1,148 from 1,165
Change-17 (-1%)
Value$250.6K (-$12.0K)
Filed 2026-10-20
Jm2 Capital Inc.
DECREASED
Shares1,138 from 1,142
Change-4 (0%)
Value$248.3K (-$9.2K)
Filed 2026-10-14
Waters Parkerson & Co., LLC
UNCHANGED
Shares1,101 from 1,101
Change0 (0%)
Value$240.4K (-$8.0K)
Filed 2026-11-04
Allspring Global Investments Holdings, LLC
INCREASED
Shares1,078 from 411
Change+667 (+162%)
Value$234.7K (+$140.4K)
Filed 2026-11-04
Midwest Trust Co
UNCHANGED
Shares1,059 from 1,059
Change0 (0%)
Value$231.1K (-$7.7K)
Filed 2026-10-22
Visionary Wealth Advisors
DECREASED
Shares1,058 from 1,060
Change-2 (0%)
Value$230.9K (-$8.2K)
Filed 2026-11-04
North Star Investment Management Corp.
UNCHANGED
Shares1,055 from 1,055
Change0 (0%)
Value$230.2K (-$7.7K)
Filed 2026-10-27
Vista Investment Partners II, LLC
NEW
Shares1,050
Change+1,050
Value$229.1K
Filed 2026-10-15
Congress Asset Management Co
NEW
Shares1,048
Change+1,048
Value$228.7K
Filed 2026-10-06
Avior Wealth Management, LLC
DECREASED
Shares1,040 from 1,157
Change-117 (-10%)
Value$227.0K (-$33.9K)
Filed 2026-10-13
Tiller Private Wealth, Inc.
DECREASED
Shares1,040 from 1,060
Change-20 (-2%)
Value$226.9K (-$12.1K)
Filed 2026-10-26
Burney Co/
NEW
Shares1,033
Change+1,033
Value$225.4K
Filed 2026-10-15
Root Financial Partners, LLC
NEW
Shares1,012
Change+1,012
Value$220.9K
Filed 2026-10-21
Spire Wealth Management
DECREASED
Shares1,010 from 1,142
Change-132 (-12%)
Value$220.5K (-$37.1K)
Filed 2026-10-30
tru Independence LLC
INCREASED
Shares1,008 from 1,003
Change+5 (+1%)
Value$220.1K (-$6.1K)
Filed 2026-10-20
Councilor Wealth, LLC
UNCHANGED
Shares1,008 from 1,008
Change0 (0%)
Value$220.1K (-$7.3K)
Filed 2026-10-09
Carl P. Sherr & Co., LLC
UNCHANGED
Shares1,001 from 1,001
Change0 (0%)
Value$218.5K (-$7.3K)
Filed 2026-11-06
WealthSpring Partners, LLC
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$218.2K (-$7.3K)
Filed 2026-10-14
Uhlmann Price Securities, LLC
NEW
Shares992
Change+992
Value$216.5K
Filed 2026-11-03
Beacon Capital Management, LLC
DECREASED
Shares986 from 1,079
Change-93 (-9%)
Value$215.1K (-$28.4K)
Filed 2026-10-23
McClarren Financial Advisors, Inc.
INCREASED
Shares985 from 980
Change+5 (+1%)
Value$215.0K (-$6.0K)
Filed 2026-10-15
Wedbush Securities Inc
UNCHANGED
Shares969 from 969
Change0 (0%)
Value$211 (-$217.8K)
Filed 2026-10-22
Heritage Wealth Management, Inc.
UNCHANGED
Shares955 from 955
Change0 (0%)
Value$208.4K (-$7.0K)
Filed 2026-10-28
AdvisorNet Financial, Inc
DECREASED
Shares948 from 5,207
Change-4,259 (-82%)
Value$221.3K (-$952.9K)
Filed 2026-10-15
Kathmere Capital Management, LLC
UNCHANGED
Shares944 from 944
Change0 (0%)
Value$206.0K (-$6.9K)
Filed 2026-10-20
Sage Financial Group Inc
NEW
Shares924
Change+924
Value$201.6K
Filed 2026-10-27
Legacy Financial Strategies, LLC
INCREASED
Shares922 from 917
Change+5 (+1%)
Value$201.2K (-$5.6K)
Filed 2026-10-15
Autumn Glory Partners, LLC
UNCHANGED
Shares918 from 918
Change0 (0%)
Value$200.3K (-$6.7K)
Filed 2026-10-26
Krilogy Financial LLC
INCREASED
Shares910 from 904
Change+6 (+1%)
Value$208.4K (+$4.6K)
Filed 2026-10-13
Russell Investments Group, Ltd.
INCREASED
Shares878 from 793
Change+85 (+11%)
Value$191.6K (+$12.9K)
Filed 2026-11-06
First Premier Bank
UNCHANGED
Shares870 from 870
Change0 (0%)
Value$190 (-$6)
Filed 2026-10-13
Next Level Wealth Planning, LLC
NEW
Shares869
Change+869
Value$189.6K
Filed 2026-10-29
Mather Group, Llc.
UNCHANGED
Shares796 from 796
Change0 (0%)
Value$173.7K (-$5.8K)
Filed 2026-10-14
TD Private Client Wealth LLC
INCREASED
Shares792 from 717
Change+75 (+10%)
Value$172.8K (+$11.1K)
Filed 2026-10-28
City State Bank
UNCHANGED
Shares753 from 753
Change0 (0%)
Value$164.3K (-$5.5K)
Filed 2026-10-20
Coston, McIsaac & Partners
UNCHANGED
Shares727 from 727
Change0 (0%)
Value$158.8K (-$4.2K)
Filed 2026-11-06
Ashton Thomas Private Wealth, LLC
DECREASED
Shares725 from 739
Change-14 (-2%)
Value$158.2K (-$8.4K)
Filed 2026-11-03
Maseco LLP
UNCHANGED
Shares712 from 712
Change0 (0%)
Value$155.3K (-$5.3K)
Filed 2026-10-27
United Community Bank
UNCHANGED
Shares710 from 710
Change0 (0%)
Value$154.9K (-$5.2K)
Filed 2026-10-28
Foresight Capital Management Advisors, Inc.
NEW
Shares687
Change+687
Value$149.9K
Filed 2026-10-27
CX Institutional
DECREASED
Shares662 from 1,800
Change-1,138 (-63%)
Value$144 (-$262)
Filed 2026-10-02
Winthrop Capital Management, LLC
UNCHANGED
Shares625 from 625
Change0 (0%)
Value$136.4K (-$4.6K)
Filed 2026-11-05
Rossmore Private Capital
DECREASED
Shares600 from 780
Change-180 (-23%)
Value$130.9K (-$45.0K)
Filed 2026-10-27
Advocate Investing Services LLC
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$130.9K (-$4.4K)
Filed 2026-10-26
Progressive Investment Management Corp
UNCHANGED
Shares600 from 600
Change0 (0%)
Value$130.9K (-$4.4K)
Filed 2026-10-26
Thompson Investment Management, Inc.
UNCHANGED
Shares560 from 560
Change0 (0%)
Value$122.2K (-$4.1K)
Filed 2026-10-14
Blue Trust, Inc.
INCREASED
Shares543 from 522
Change+21 (+4%)
Value$118.5K (+$782)
Filed 2026-10-15
IFS Advisors, LLC
NEW
Shares511
Change+511
Value$111.5K
Filed 2026-10-14
Avion Wealth
UNCHANGED
Shares472 from 472
Change0 (0%)
Value$102 (-$105.9K)
Filed 2026-11-04
Highline Wealth Partners LLC
UNCHANGED
Shares467 from 467
Change0 (0%)
Value$102.0K (-$3.3K)
Filed 2026-10-19
Financial Freedom, LLC
NEW
Shares446
Change+446
Value$97.3K
Filed 2026-11-06
Pathway Financial Advisers, LLC
NEW
Shares424
Change+424
Value$92.6K
Filed 2026-10-27
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares392 from 392
Change0 (0%)
Value$85.5K (-$2.9K)
Filed 2026-10-13
Vima LLC
UNCHANGED
Shares389 from 389
Change0 (0%)
Value$84.9K (-$2.8K)
Filed 2026-10-23
Montag A & Associates Inc
UNCHANGED
Shares383 from 383
Change0 (0%)
Value$83.6K (-$2.8K)
Filed 2026-10-29
Transce3nd, LLC
NEW
Shares382
Change+382
Value$90.2K
Filed 2026-10-26
Asset Dedication, LLC
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$82.9K (-$2.8K)
Filed 2026-11-03
Larson Financial Group LLC
INCREASED
Shares361 from 358
Change+3 (+1%)
Value$78.8K (-$2.0K)
Filed 2026-11-05
Bayban
UNCHANGED
Shares357 from 357
Change0 (0%)
Value$80.5K ($0)
Filed 2026-11-05
Albion Financial Group
UNCHANGED
Shares332 from 332
Change0 (0%)
Value$72.4K (-$2.4K)
Filed 2026-10-21
Duncker Streett & Co Inc
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$70.9K (-$2.4K)
Filed 2026-10-27
Sunrise Financial Services, LLC
UNCHANGED
Shares323 from 323
Change0 (0%)
Value$70.5K (-$2.4K)
Filed 2026-10-21
Lanark Financial, Inc.
DECREASED
Shares320 from 926
Change-606 (-65%)
Value$69.8K (-$139.0K)
Filed 2026-10-26
Capital Investment Advisory Services, LLC
INCREASED
Shares317 from 211
Change+106 (+50%)
Value$69.6K (+$22.1K)
Filed 2026-10-30
Latitude Advisors, LLC
NEW
Shares310
Change+310
Value$67.6K
Filed 2026-10-27
Community Financial Services Group, LLC
UNCHANGED
Shares302 from 302
Change0 (0%)
Value$65.7K (-$2.5K)
Filed 2026-10-15
Tsfg, LLC
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$55 (-$55.9K)
Filed 2026-10-23
Ashton Thomas Securities, LLC
UNCHANGED
Shares244 from 244
Change0 (0%)
Value$53.2K (-$1.8K)
Filed 2026-10-26
Rosenberg Matthew Hamilton
INCREASED
Shares239 from 165
Change+74 (+45%)
Value$52.1K (+$14.9K)
Filed 2026-10-05
Archer Investment Corp
UNCHANGED
Shares236 from 236
Change0 (0%)
Value$51.5K (-$1.7K)
Filed 2026-11-05
Armstrong Advisory Group, Inc
UNCHANGED
Shares232 from 232
Change0 (0%)
Value$50.6K (-$1.7K)
Filed 2026-10-09
Triumph Capital Management
UNCHANGED
Shares227 from 227
Change0 (0%)
Value$49.5K (-$1.7K)
Filed 2026-10-14
Concord Wealth Partners
INCREASED
Shares217 from 188
Change+29 (+15%)
Value$47.3K (+$5.0K)
Filed 2026-11-02
Compass Financial Management LLC
UNCHANGED
Shares215 from 215
Change0 (0%)
Value$47.0K (-$1.8K)
Filed 2026-10-30
Laurel Wealth Advisors LLC
NEW
Shares212
Change+212
Value$46.3K
Filed 2026-10-27
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares208 from 208
Change0 (0%)
Value$45 (-$47.0K)
Filed 2026-11-02
EPG Wealth Management LLC
UNCHANGED
Shares195 from 195
Change0 (0%)
Value$42.6K (-$1.4K)
Filed 2026-11-03
Davis Capital Management
DECREASED
Shares185 from 196
Change-11 (-6%)
Value$40.4K (-$3.8K)
Filed 2026-10-08
Central Trust Co
DECREASED
Shares172 from 202
Change-30 (-15%)
Value$37.5K (-$8.0K)
Filed 2026-11-05
Mainstream Capital Management LLC
NEW
Shares170
Change+170
Value$37.1K
Filed 2026-10-23
Clark Wealth Partners
UNCHANGED
Shares169 from 169
Change0 (0%)
Value$36.9K (-$1.2K)
Filed 2026-10-19
Advanced Asset Management Advisors Inc
INCREASED
Shares164 from 161
Change+3 (+2%)
Value$35.8K (-$509)
Filed 2026-10-20
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$32.7K (-$1.1K)
Filed 2026-10-20
Trust Co of Vermont
DECREASED
Shares143 from 190
Change-47 (-25%)
Value$31.2K (-$11.6K)
Filed 2026-10-21
Three Bridge Wealth Advisors, LLC
NEW
Shares125
Change+125
Value$27.3K
Filed 2026-11-05
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares116 from 116
Change0 (0%)
Value$25.3K (-$845)
Filed 2026-10-23
JFS Wealth Advisors, LLC
UNCHANGED
Shares110 from 110
Change0 (0%)
Value$24.0K (-$800)
Filed 2026-11-03
Elevation Wealth Partners, LLC
INCREASED
Shares107 from 106
Change+1 (+1%)
Value$23.4K (-$648)
Filed 2026-10-07
Nfsg Corp
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$22.9K (-$764)
Filed 2026-10-15
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$22.3K (-$742)
Filed 2026-10-15
Brown, Lisle Ings, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$21.8K (-$728)
Filed 2026-10-16
Mcdonald Partners LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$21.8K (-$728)
Filed 2026-11-03
Byrne Asset Management LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$21.8K (-$778)
Filed 2026-10-06
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$21.8K (-$728)
Filed 2026-10-15
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$19.9K (-$662)
Filed 2026-10-23
Silver Grove Financial Group, Inc.
DECREASED
Shares88 from 92
Change-4 (-4%)
Value$19.1K (-$1.7K)
Filed 2026-11-05
Barrett & Company, Inc.
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$18.7K (-$624)
Filed 2026-10-22
Cedar Mountain Advisors, LLC
UNCHANGED
Shares84 from 84
Change0 (0%)
Value$18.3K (-$611)
Filed 2026-10-15
Oakworth Capital, Inc.
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$15.3K (-$509)
Filed 2026-10-26
DeDora Capital, Inc.
NEW
Shares65
Change+65
Value$14.2K
Filed 2026-10-26
Kingdom Financial Group Llc.
NEW
Shares65
Change+65
Value$14.3K
Filed 2026-11-04
Jnba Financial Advisors
INCREASED
Shares63 from 24
Change+39 (+163%)
Value$13.7K (+$8.3K)
Filed 2026-11-03
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$14.2K ($0)
Filed 2026-10-15
Nemes Rush Group LLC
UNCHANGED
Shares57 from 57
Change0 (0%)
Value$12.4K (-$345)
Filed 2026-11-04
Great Lakes Advisors, LLC
NEW
Shares52
Change+52
Value$11.4K
Filed 2026-11-06
Hanson & Doremus Investment Management
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$11 ($0)
Filed 2026-10-16
Bank of New Hampshire
NEW
Shares47
Change+47
Value$10.3K
Filed 2026-10-06
Mondrian Investment Partners LTD
NEW
Shares45
Change+45
Value$10.6K
Filed 2026-10-23
Buck Wealth Strategies, LLC
UNCHANGED
Shares42 from 42
Change0 (0%)
Value$9.2K (-$306)
Filed 2026-10-28
Vermillion Wealth Management, Inc.
DECREASED
Shares41 from 358
Change-317 (-89%)
Value$9.0K (-$71.7K)
Filed 2026-10-26
Key FInancial Inc
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$8.1K (-$269)
Filed 2026-11-02
Hilton Head Capital Partners, LLC
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$7.9K (-$262)
Filed 2026-10-23
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$7.0K (-$233)
Filed 2026-11-04
Provenance Wealth Advisors, LLC
NEW
Shares28
Change+28
Value$6.1K
Filed 2026-10-30
Maryland Capital Advisors Inc.
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$6.1K (-$204)
Filed 2026-10-15
Ascentis Wealth Management, LLC
NEW
Shares27
Change+27
Value$5.9K
Filed 2026-11-03
Bear Mountain Capital, Inc.
NEW
Shares26
Change+26
Value$6.1K
Filed 2026-11-04
High Note Wealth, LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$5.7K (-$190)
Filed 2026-10-27
Horizon Financial Services, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$5.5K (-$182)
Filed 2026-11-04
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$5 ($0)
Filed 2026-11-04
Valued Wealth Advisors LLC
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$5.2K (-$174)
Filed 2026-11-05
Farmers & Merchants Investments Inc
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$5.0K (-$167)
Filed 2026-10-22
Cullen T Bankers, Inc.
NEW
Shares22
Change+22
Value$4.8K
Filed 2026-10-28
Olistico Wealth, LLC
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$4.6K (-$153)
Filed 2026-10-05
Abound Wealth Management
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$3.7K (-$124)
Filed 2026-10-26
POM Investment Strategies, LLC
NEW
Shares15
Change+15
Value$3.3K
Filed 2026-10-20
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$3.1K (-$102)
Filed 2026-10-27
Physician Wealth Advisors, Inc.
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$2.8K (-$95)
Filed 2026-10-20
Independence Bank of Kentucky
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$2.8K (-$94)
Filed 2026-10-26
Elevated Capital Advisors, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$2.4K (-$79)
Filed 2026-11-04
City Holding Co
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$2.2K (-$72)
Filed 2026-10-19
Essential Partners LLC
NEW
Shares8
Change+8
Value$1.7K
Filed 2026-10-14
Mechanics Financial Corp
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$1.3K (-$44)
Filed 2026-11-05
Hara Capital LLC
UNCHANGED
Shares3 from 3
Change0 (0%)
Value$655 (-$21)
Filed 2026-10-30
Covestor Ltd
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$0 ($0)
Filed 2026-10-30
Family Investment Center, Inc.
CLOSED
Shares0 from 4,372
Change-4,372 (-100%)
Value$0 (-$985.8K)
Filed 2026-10-19
Meridian Investment Counsel Inc.
CLOSED
Shares0 from 3,905
Change-3,905 (-100%)
Value$0 (-$880.5K)
Filed 2026-10-14
Sterling Capital Management LLC
CLOSED
Shares0 from 2,025
Change-2,025 (-100%)
Value$0 (-$456.6K)
Filed 2026-10-22
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 1,375
Change-1,375 (-100%)
Value$0 (-$310.0K)
Filed 2026-10-27
Pinnacle Associates LTD
CLOSED
Shares0 from 1,339
Change-1,339 (-100%)
Value$0 (-$302.0K)
Filed 2026-10-20
Avondale Wealth Management
CLOSED
Shares0 from 1,280
Change-1,280 (-100%)
Value$0 (-$288.6K)
Filed 2026-10-15
Evolution Wealth Advisors, LLC
CLOSED
Shares0 from 1,268
Change-1,268 (-100%)
Value$0 (-$285.9K)
Filed 2026-11-03
Bryn Mawr Trust Advisors, LLC
CLOSED
Shares0 from 1,267
Change-1,267 (-100%)
Value$0 (-$285.7K)
Filed 2026-11-04
VestGen Advisors, LLC
CLOSED
Shares0 from 1,244
Change-1,244 (-100%)
Value$0 (-$280.6K)
Filed 2026-10-27
Wealth Advisors Northwest LLC
CLOSED
Shares0 from 1,226
Change-1,226 (-100%)
Value$0 (-$276.5K)
Filed 2026-10-29
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CLOSED
Shares0 from 1,164
Change-1,164 (-100%)
Value$0 (-$262.5K)
Filed 2026-10-27
Signature Estate & Investment Advisors LLC
CLOSED
Shares0 from 1,087
Change-1,087 (-100%)
Value$0 (-$245.2K)
Filed 2026-10-13
Pinnacle Wealth Management Advisory Group, LLC
CLOSED
Shares0 from 1,033
Change-1,033 (-100%)
Value$0 (-$232.9K)
Filed 2026-10-23
Gallacher Capital Management LLC
CLOSED
Shares0 from 1,013
Change-1,013 (-100%)
Value$0 (-$228.4K)
Filed 2026-10-30
Beverly Hills Private Wealth, LLC
CLOSED
Shares0 from 905
Change-905 (-100%)
Value$0 (-$204.1K)
Filed 2026-11-04
Salem Investment Counselors Inc
CLOSED
Shares0 from 362
Change-362 (-100%)
Value$0 (-$81.6K)
Filed 2026-10-13
Commonwealth Retirement Investments LLC
CLOSED
Shares0 from 170
Change-170 (-100%)
Value$0 (-$38.3K)
Filed 2026-10-26
UMB Bank, n.a.
CLOSED
Shares0 from 148
Change-148 (-100%)
Value$0 (-$33.4K)
Filed 2026-11-06
LifeSteps Financial, Inc.
CLOSED
Shares0 from 132
Change-132 (-100%)
Value$0 (-$29.8K)
Filed 2026-10-15
Ameliora Wealth Management Ltd.
CLOSED
Shares0 from 121
Change-121 (-100%)
Value$0 (-$27.3K)
Filed 2026-10-23
Breakwater Investment Management
CLOSED
Shares0 from 115
Change-115 (-100%)
Value$0 (-$25.9K)
Filed 2026-10-20
Obsidian CIO, LLC
CLOSED
Shares0 from 114
Change-114 (-100%)
Value$0 (-$25.6K)
Filed 2026-11-05
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 105
Change-105 (-100%)
Value$0 (-$23.7K)
Filed 2026-11-06
NBT Bank, N.A.
CLOSED
Shares0 from 66
Change-66 (-100%)
Value$0 (-$14.9K)
Filed 2026-10-21
Boyd Watterson Asset Management LLC
CLOSED
Shares0 from 57
Change-57 (-100%)
Value$0 (-$12.9K)
Filed 2026-11-06
Tucker Asset Management LLC
CLOSED
Shares0 from 43
Change-43 (-100%)
Value$0 (-$9.7K)
Filed 2026-10-29
Caldwell Trust Co
CLOSED
Shares0 from 35
Change-35 (-100%)
Value$0 (-$7.9K)
Filed 2026-10-30
Blueline Advisors LLC
CLOSED
Shares0 from 34
Change-34 (-100%)
Value$0 (-$7.7K)
Filed 2026-10-15
Founders Capital Management
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$5.6K)
Filed 2026-10-13
Robinswood Financial LLC
CLOSED
Shares0 from 19
Change-19 (-100%)
Value$0 (-$4.3K)
Filed 2026-10-20
Gill Capital Partners, LLC
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$2.0K)
Filed 2026-10-13
Financial Consulate, Inc
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-23
Valley Wealth Managers, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-10-09
Bank of America Corp
N/A
Shares— from 4,450,098
Change-4,450,098 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 788,817
Change-788,817 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 621,633
Change-621,633 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 496,263
Change-496,263 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 391,371
Change-391,371 (-100%)
Value—
UBS Group AG
N/A
Shares— from 326,457
Change-326,457 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 274,055
Change-274,055 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 270,255
Change-270,255 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 246,022
Change-246,022 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 230,760
Change-230,760 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 198,097
Change-198,097 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 156,697
Change-156,697 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 156,076
Change-156,076 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 140,086
Change-140,086 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 137,333
Change-137,333 (-100%)
Value—
Banque Transatlantique SA
N/A
Shares— from 136,718
Change-136,718 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 108,434
Change-108,434 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 107,763
Change-107,763 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 102,314
Change-102,314 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 79,106
Change-79,106 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 70,799
Change-70,799 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 63,874
Change-63,874 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 61,849
Change-61,849 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 50,196
Change-50,196 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 49,952
Change-49,952 (-100%)
Value—
Seldon Capital LP
N/A
Shares— from 47,593
Change-47,593 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 45,640
Change-45,640 (-100%)
Value—
TrueWealth Financial Partners
N/A
Shares— from 44,159
Change-44,159 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 38,953
Change-38,953 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 38,721
Change-38,721 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 37,081
Change-37,081 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 35,045
Change-35,045 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 32,958
Change-32,958 (-100%)
Value—
Bank of the Bluegrass & Trust Co.
N/A
Shares— from 32,234
Change-32,234 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 31,664
Change-31,664 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 28,419
Change-28,419 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 26,339
Change-26,339 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 25,728
Change-25,728 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 25,243
Change-25,243 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 24,528
Change-24,528 (-100%)
Value—
HC Advisors, LLC
N/A
Shares— from 24,283
Change-24,283 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 24,107
Change-24,107 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 23,035
Change-23,035 (-100%)
Value—
FMR LLC
N/A
Shares— from 22,324
Change-22,324 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 21,413
Change-21,413 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 20,966
Change-20,966 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 19,363
Change-19,363 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 18,110
Change-18,110 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 17,917
Change-17,917 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 17,880
Change-17,880 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 17,703
Change-17,703 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 17,343
Change-17,343 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 17,229
Change-17,229 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 16,304
Change-16,304 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 15,824
Change-15,824 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 15,287
Change-15,287 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 14,696
Change-14,696 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 13,888
Change-13,888 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 13,226
Change-13,226 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 13,018
Change-13,018 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 12,833
Change-12,833 (-100%)
Value—
Stelac Advisory Services LLC
N/A
Shares— from 12,770
Change-12,770 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 12,679
Change-12,679 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 12,614
Change-12,614 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 12,557
Change-12,557 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 12,352
Change-12,352 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 12,205
Change-12,205 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 12,172
Change-12,172 (-100%)
Value—
Pursue Wealth Partners LLC
N/A
Shares— from 11,498
Change-11,498 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 11,470
Change-11,470 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 11,094
Change-11,094 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 10,563
Change-10,563 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 10,355
Change-10,355 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 10,279
Change-10,279 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 9,846
Change-9,846 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 9,784
Change-9,784 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 9,643
Change-9,643 (-100%)
Value—
Nvest Financial, LLC
N/A
Shares— from 9,410
Change-9,410 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 9,155
Change-9,155 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 9,049
Change-9,049 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 8,762
Change-8,762 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 8,666
Change-8,666 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 8,570
Change-8,570 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 8,361
Change-8,361 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 8,283
Change-8,283 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 8,216
Change-8,216 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 7,996
Change-7,996 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 7,332
Change-7,332 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 7,166
Change-7,166 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 7,135
Change-7,135 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 7,122
Change-7,122 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 6,969
Change-6,969 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 6,848
Change-6,848 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 6,764
Change-6,764 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 6,723
Change-6,723 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 6,718
Change-6,718 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 6,624
Change-6,624 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 6,354
Change-6,354 (-100%)
Value—
&partners
N/A
Shares— from 6,316
Change-6,316 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 6,262
Change-6,262 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 6,253
Change-6,253 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 6,251
Change-6,251 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 6,015
Change-6,015 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 5,786
Change-5,786 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 5,719
Change-5,719 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 5,643
Change-5,643 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 5,640
Change-5,640 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 5,548
Change-5,548 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 5,548
Change-5,548 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 5,490
Change-5,490 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 5,159
Change-5,159 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 5,126
Change-5,126 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 5,077
Change-5,077 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 4,860
Change-4,860 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 4,782
Change-4,782 (-100%)
Value—
Wood Tarver Financial Group, LLC
N/A
Shares— from 4,678
Change-4,678 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 4,318
Change-4,318 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 4,234
Change-4,234 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 4,128
Change-4,128 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 4,079
Change-4,079 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 4,078
Change-4,078 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 4,045
Change-4,045 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 3,986
Change-3,986 (-100%)
Value—
American Alpha Advisors, LLC
N/A
Shares— from 3,985
Change-3,985 (-100%)
Value—
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A
Shares— from 3,959
Change-3,959 (-100%)
Value—
Blair William & Co
N/A
Shares— from 3,905
Change-3,905 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
Conservest Capital Advisors, Inc.
N/A
Shares— from 3,814
Change-3,814 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 3,805
Change-3,805 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 3,621
Change-3,621 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 3,514
Change-3,514 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 3,500
Change-3,500 (-100%)
Value—
Ranch Capital Advisors Inc.
N/A
Shares— from 3,322
Change-3,322 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 3,298
Change-3,298 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 3,290
Change-3,290 (-100%)
Value—
Stephens Inc
N/A
Shares— from 3,257
Change-3,257 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 3,239
Change-3,239 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 3,224
Change-3,224 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 3,060
Change-3,060 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 3,058
Change-3,058 (-100%)
Value—
Commerce Bank
N/A
Shares— from 3,045
Change-3,045 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 3,011
Change-3,011 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 2,923
Change-2,923 (-100%)
Value—
Caxton Associates LLP
N/A
Shares— from 2,907
Change-2,907 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 2,845
Change-2,845 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 2,800
Change-2,800 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 2,799
Change-2,799 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 2,769
Change-2,769 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 2,760
Change-2,760 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 2,756
Change-2,756 (-100%)
Value—
NCM Capital Management, LLC
N/A
Shares— from 2,705
Change-2,705 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 2,642
Change-2,642 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 2,617
Change-2,617 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 2,593
Change-2,593 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 2,512
Change-2,512 (-100%)
Value—
Strategies Wealth Advisors, LLC
N/A
Shares— from 2,452
Change-2,452 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 2,363
Change-2,363 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 2,356
Change-2,356 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 2,261
Change-2,261 (-100%)
Value—
Simmons Bank
N/A
Shares— from 2,246
Change-2,246 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 2,221
Change-2,221 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 2,194
Change-2,194 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 2,159
Change-2,159 (-100%)
Value—
Betterment LLC
N/A
Shares— from 2,108
Change-2,108 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 2,107
Change-2,107 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 2,098
Change-2,098 (-100%)
Value—
Optas, LLC
N/A
Shares— from 2,078
Change-2,078 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 2,071
Change-2,071 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 2,039
Change-2,039 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 2,034
Change-2,034 (-100%)
Value—
X-Square Capital, LLC
N/A
Shares— from 2,006
Change-2,006 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,984
Change-1,984 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 1,950
Change-1,950 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 1,927
Change-1,927 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 1,925
Change-1,925 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 1,906
Change-1,906 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 1,905
Change-1,905 (-100%)
Value—
Maxele Advisors, LLC
N/A
Shares— from 1,883
Change-1,883 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 1,880
Change-1,880 (-100%)
Value—
American Money Management, LLC
N/A
Shares— from 1,805
Change-1,805 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 1,773
Change-1,773 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 1,695
Change-1,695 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 1,681
Change-1,681 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 1,678
Change-1,678 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 1,624
Change-1,624 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 1,497
Change-1,497 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,462
Change-1,462 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 1,443
Change-1,443 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 1,442
Change-1,442 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 1,427
Change-1,427 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 1,425
Change-1,425 (-100%)
Value—
Fortis Capital Advisors, LLC
N/A
Shares— from 1,411
Change-1,411 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,392
Change-1,392 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 1,369
Change-1,369 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 1,356
Change-1,356 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 1,330
Change-1,330 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 1,320
Change-1,320 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 1,298
Change-1,298 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 1,294
Change-1,294 (-100%)
Value—
Regal Investment Advisors LLC
N/A
Shares— from 1,289
Change-1,289 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 1,252
Change-1,252 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 1,237
Change-1,237 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 1,228
Change-1,228 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 1,218
Change-1,218 (-100%)
Value—
Rock Point Advisors, LLC
N/A
Shares— from 1,205
Change-1,205 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,182
Change-1,182 (-100%)
Value—
Graney & King, LLC
N/A
Shares— from 1,181
Change-1,181 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 1,176
Change-1,176 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 1,171
Change-1,171 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 1,167
Change-1,167 (-100%)
Value—
Cannell & Spears LLC
N/A
Shares— from 1,152
Change-1,152 (-100%)
Value—
Pine Valley Investments Ltd Liability Co
N/A
Shares— from 1,137
Change-1,137 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 1,096
Change-1,096 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 1,086
Change-1,086 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 1,071
Change-1,071 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 1,070
Change-1,070 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 1,053
Change-1,053 (-100%)
Value—
Davis R M Inc
N/A
Shares— from 1,051
Change-1,051 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 1,035
Change-1,035 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 1,032
Change-1,032 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 1,023
Change-1,023 (-100%)
Value—
Apriem Advisors
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 945
Change-945 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 934
Change-934 (-100%)
Value—
Wealthquest Corp
N/A
Shares— from 933
Change-933 (-100%)
Value—
VestGen Investment Management
N/A
Shares— from 932
Change-932 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 924
Change-924 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 919
Change-919 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 918
Change-918 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 912
Change-912 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 904
Change-904 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 880
Change-880 (-100%)
Value—
EFG International AG
N/A
Shares— from 842
Change-842 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 816
Change-816 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 630
Change-630 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 501
Change-501 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 497
Change-497 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 494
Change-494 (-100%)
Value—
Lummis Asset Management, LP
N/A
Shares— from 490
Change-490 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 460
Change-460 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 425
Change-425 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 389
Change-389 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 380
Change-380 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 366
Change-366 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 347
Change-347 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 345
Change-345 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 337
Change-337 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 327
Change-327 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 300
Change-300 (-100%)
Value—
Liberty One Investment Management, LLC
N/A
Shares— from 286
Change-286 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 272
Change-272 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 256
Change-256 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 255
Change-255 (-100%)
Value—
CNB Bank
N/A
Shares— from 243
Change-243 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 235
Change-235 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 229
Change-229 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 220
Change-220 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 189
Change-189 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 163
Change-163 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 160
Change-160 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 158
Change-158 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 155
Change-155 (-100%)
Value—
Crewe Advisors LLC
N/A
Shares— from 150
Change-150 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 146
Change-146 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 141
Change-141 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 140
Change-140 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 136
Change-136 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 114
Change-114 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 104
Change-104 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 101
Change-101 (-100%)
Value—
Park Place Capital Corp
N/A
Shares— from 100
Change-100 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 94
Change-94 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 90
Change-90 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 86
Change-86 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 75
Change-75 (-100%)
Value—
Game Plan Financial Advisors, LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 64
Change-64 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 62
Change-62 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 60
Change-60 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 47
Change-47 (-100%)
Value—
Providence Capital Advisors, LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 37
Change-37 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 35
Change-35 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 34
Change-34 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 25
Change-25 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 17
Change-17 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
GW&K Investment Management, LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Darwin Wealth Management, LLC
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
INCREASED927,408914,183+13,225+1%$206.1M$202.4M-$3.8M2026-11-06
Compass Financial Group, Inc
INCREASED445,311440,884+4,427+1%$99.4M$97.2M-$2.2M2026-10-13
Beacon Capital Management, Inc.
DECREASED354,832369,724-14,892-4%$83.4M$77.4M-$5.9M2026-10-13
Commonwealth Equity Services, LLC
DECREASED168,899176,857-7,958-4%$39.9M$36.9M-$3.0M2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED150,808155,230-4,422-3%$35.0M$32.9K-$35.0M2026-11-02
Kestra Advisory Services, LLC
INCREASED102,94680,183+22,763+28%$18.1M$22.5M+$4.4M2026-11-02
Apollon Wealth Management, LLC
INCREASED88,14784,745+3,402+4%$19.1M$19.2M+$125.5K2026-10-23
Lido Advisors, LLC
INCREASED86,09281,934+4,158+5%$18.5M$18.8M+$310.6K2026-11-04
Blankinship & Foster, LLC
DECREASED82,18682,532-3460%$18.6M$17.9M-$676.4K2026-10-19
Patriot Investment Management Group, Inc.
INCREASED67,84667,651+195+0%$15.3M$14.8M-$450.0K2026-10-15
Marotta Asset Management
DECREASED59,36662,451-3,085-5%$14.1M$13.0M-$1.2M2026-10-02
KCM Investment Advisors LLC
DECREASED55,98657,921-1,935-3%$13.1M$12.2M-$844.0K2026-10-27
CMH Wealth Management LLC
INCREASED43,74741,650+2,097+5%$9.4M$9.5M+$154.4K2026-10-22
Blackston Financial Advisory Group, LLC
DECREASED43,70244,628-926-2%$10.1M$9.5M-$527.0K2026-11-04
Weitzel Financial Services, Inc.
INCREASED39,02238,249+773+2%$8.8M$8.5M-$300.4K2026-10-16
Lighthouse Financial Services Inc
INCREASED36,92836,451+477+1%$8.2M$8.1M-$178.1K2026-11-02
Mosley Wealth Management
INCREASED34,09831,315+2,783+9%$7.1M$8.0M+$949.4K2026-10-16
Junk Investment Group, LLC
INCREASED33,02030,224+2,796+9%$6.8M$7.2M+$390.1K2026-10-19
Redstone Wealth Management, LLC
INCREASED31,71030,477+1,233+4%$6.9M$6.9M+$47.4K2026-10-20
Financial Advisory Partners, LLC
INCREASED31,28130,289+992+3%$6.8M$6.8M-$4.0K2026-10-23
J.W. Cole Advisors, Inc.
DECREASED30,22030,866-646-2%$7.0M$6.6M-$365.7K2026-11-05
MRA Advisory Group
NEW30,215—+30,215——$6.6M—2026-10-07
PNC Financial Services Group, Inc.
DECREASED29,55830,091-533-2%$6.8M$6.4M-$335.3K2026-11-06
Citigroup Inc
INCREASED28,32627,726+600+2%$6.3M$6.2M-$70.8K2026-11-04
Truist Financial Corp
DECREASED28,13028,705-575-2%$6.5M$6.1M-$334.6K2026-10-30
Creative Planning
INCREASED27,55927,311+248+1%$6.2M$6.0M-$144.8K2026-11-02
Merrithew & Thorsten Inc
INCREASED27,35726,239+1,118+4%$5.9M$6.0M+$53.7K2026-11-06
Wealth Enhancement Advisory Services, LLC
DECREASED27,25527,437-182-1%$5.8M$5.7M-$81.6K2026-10-13
Hippocratic Financial Advisors, LLC
INCREASED26,31725,990+327+1%$5.9M$5.7M-$117.8K2026-10-13
TBH Global Asset Management, LLC
INCREASED25,2574,521+20,736+459%$1.0M$2.9M+$1.8M2026-11-03
Summit Investment Advisors, Inc.\KS
INCREASED24,90220,718+4,184+20%$4.7M$5.4M+$762.2K2026-11-05
Strengthening Families & Communities, LLC
INCREASED23,89423,706+188+1%$5.3M$5.2M-$131.6K2026-10-21
Rossby Financial, LCC
DECREASED23,80025,075-1,275-5%$5.7M$5.2M-$460.8K2026-11-05
Southern Capital Services Inc
INCREASED23,13623,050+86+0%$5.2M$5.0M-$149.0K2026-10-19
MassMutual Private Wealth & Trust, FSB
DECREASED22,61724,092-1,475-6%$5.4M$4.9M-$497.2K2026-10-05
Sigma Planning Corp
INCREASED22,20120,574+1,627+8%$4.6M$4.8M+$201.5K2026-10-23
Sharper & Granite LLC
INCREASED20,76119,042+1,719+9%$4.3M$4.7M+$368.9K2026-11-02
Grey Ledge Advisors, LLC
INCREASED19,45219,142+310+2%$3.0M$3.0M-$28.9K2026-11-02
One Day In July LLC
INCREASED19,27617,058+2,218+13%$3.8M$4.2M+$359.8K2026-10-30
Simon Quick Advisors, LLC
DECREASED19,10023,022-3,922-17%$5.2M$4.2M-$1.0M2026-10-26
Integrity Alliance, Llc.
DECREASED17,80022,554-4,754-21%$5.1M$3.9M-$1.2M2026-10-29
Altura Wealth Advisors Inc.
INCREASED17,74116,970+771+5%$3.8M$3.9M+$44.6K2026-10-22
Certified Advisory Corp
INCREASED17,03415,751+1,283+8%$3.6M$3.7M+$165.3K2026-10-29
Keeler & Nadler Financial Planning & Wealth Management
DECREASED16,79517,316-521-3%$3.9M$3.7M-$239.9K2026-10-28
Royal Fund Management, LLC
INCREASED16,50815,568+940+6%$3.5M$3.6M+$91.8K2026-10-22
Matthew Goff Investment Advisor, LLC
NEW15,993—+15,993——$3.5M—2026-10-13
Pension & Wealth Management Advisors, Inc.
DECREASED15,57615,639-630%$3.5M$3.4M-$127.8K2026-10-16
Financial Perspectives, Inc
INCREASED15,57214,815+757+5%$3.3M$3.4M+$57.2K2026-11-03
Merit Financial Group, LLC
INCREASED15,52313,996+1,527+11%$3.2M$3.4M+$231.4K2026-11-06
Bailard, Inc.
DECREASED14,99015,949-959-6%$3.6M$3.3M-$325.4K2026-10-13
Founders Grove Wealth Partners, LLC
INCREASED14,65114,435+216+2%$3.3M$3.2M-$58.0K2026-10-16
Atria Investments, Inc
INCREASED13,62812,944+684+5%$2.9M$3.0M+$55.0K2026-10-15
Bonfire Financial
INCREASED13,57113,277+294+2%$3.0M$3.0M-$32.5K2026-11-06
Retirement Planning Group, LLC
DECREASED13,32728,721-15,394-54%$6.5M$2.9M-$3.6M2026-10-19
Opus Financial Solutions LLC
DECREASED12,96914,233-1,264-9%$3.2M$2.8M-$379.3K2026-11-06
Trust Co of Oklahoma
DECREASED12,84213,497-655-5%$3.0M$2.8M-$241.2K2026-10-15
AlphaCore Capital LLC
DECREASED12,79614,522-1,726-12%$3.3M$2.8M-$482.2K2026-11-04
D.A. Davidson & Co.
INCREASED11,99711,819+178+2%$2.7M$2.6M-$47.0K2026-10-28
SBI Securities Co., Ltd.
DECREASED11,96912,042-73-1%$2.7M$2.6M-$103.6K2026-10-22
Absolute Capital Management, LLC
INCREASED11,72011,644+76+1%$2.6M$2.6M-$68.2K2026-10-16
Westside Investment Management, Inc.
INCREASED11,12511,096+29+0%$2.5M$2.4M-$74.2K2026-11-02
Canvas Wealth Advisors, LLC
INCREASED11,0354,095+6,940+169%$923.4K$2.6M+$1.7M2026-11-02
Cypress Wealth Services, LLC
DECREASED10,73710,835-98-1%$2.4M$2.4M-$61.9K2026-10-21
Stonebridge Financial Planning Group, LLC
DECREASED10,43911,454-1,015-9%$2.6M$2.3M-$305.0K2026-11-06
WBH Advisory Inc
DECREASED10,18710,923-736-7%$2.5M$2.2M-$240.1K2026-11-05
Brookstone Capital Management
INCREASED9,9349,719+215+2%$2.2M$2.2M-$23.9K2026-10-22
CoreCap Advisors, LLC
INCREASED9,8739,261+612+7%$2.1M$2.2M+$66.1K2026-10-08
Fifth Third Bancorp
INCREASED9,8708,628+1,242+14%$1.9M$2.2M+$208.1K2026-11-05
Curran Financial Partners, LLC
DECREASED9,70011,232-1,532-14%$2.5M$2.1M-$416.1K2026-11-04
PFG Advisors
DECREASED9,5229,707-185-2%$2.2M$2.1M-$111.0K2026-10-16
RCW Management, LLC
DECREASED9,4749,768-294-3%$2.2M$2.1M-$135.3K2026-10-30
Accel Wealth Management
INCREASED9,3169,195+121+1%$2.1M$2.0M-$40.5K2026-10-13
Independent Financial Group, LLC
INCREASED9,2988,702+596+7%$2.0M$2.0M+$66.8K2026-10-13
Apollon Financial, LLC
DECREASED9,2459,659-414-4%$2.2M$2.0M-$160.7K2026-10-23
Farther Finance Advisors, LLC
INCREASED8,8876,259+2,628+42%$1.4M$1.9M+$527.9K2026-10-08
MGO One Seven LLC
INCREASED8,7798,204+575+7%$1.8M$1.9M+$65.8K2026-10-28
Assetmark, Inc
DECREASED8,64211,866-3,224-27%$2.7M$1.9M-$789.8K2026-10-21
Marion Wealth Management
INCREASED8,4438,213+230+3%$1.9M$1.8M-$9.6K2026-10-22
Fischer Financial Services, Inc.
DECREASED8,3608,365-50%$1.9M$1.8M-$62.0K2026-10-30
Cordoba Advisory Partners LLC
INCREASED7,9307,888+42+1%$1.8M$1.7M-$57.9K2026-10-19
Calder Financial LLC
DECREASED7,6677,668-10%$1.7M$1.7M-$56.0K2026-10-13
Clearstead Advisors, LLC
INCREASED7,5967,591+5+0%$1.7M$1.7M-$54.3K2026-11-06
Wolff Financial Management LLC
INCREASED7,3307,317+13+0%$1.6M$1.6M-$50.5K2026-10-23
S&A Financial Services, Inc.
INCREASED7,2357,097+138+2%$1.6M$1.6M-$21.5K2026-11-03
Gibraltar Capital Management, Inc.
DECREASED7,1457,155-100%$1.6M$1.6M-$54.3K2026-10-27
Prime Capital Investment Advisors, LLC
DECREASED7,0737,302-229-3%$1.6M$1.5M-$103.2K2026-10-20
Concurrent Investment Advisors, LLC
INCREASED6,8075,238+1,569+30%$1.2M$1.5M+$304.1K2026-10-16
Simplicity Wealth,LLC
DECREASED6,5369,198-2,662-29%$2.1M$1.4M-$647.7K2026-10-23
First Financial Corp
INCREASED6,3184,929+1,389+28%$1.1M$1.4M+$267.2K2026-10-13
Sweeney & Michel, LLC
INCREASED6,0706,051+19+0%$1.4M$1.3M-$74.5K2026-10-16
Bluesphere Advisors LLC
INCREASED5,9464,217+1,729+41%$951.0K$1.3M+$346.4K2026-10-19
AGF Management LTD
INCREASED5,8445,726+118+2%$1.3M$1.3M-$15.9K2026-11-03
Dhjj Financial Advisors, Ltd.
DECREASED5,7295,934-205-3%$1.3M$1.3M-$88.0K2026-10-23
Park National Corp
INCREASED5,6955,478+217+4%$1.2M$1.2M+$7.5K2026-10-05
Kestra Private Wealth Services, LLC
DECREASED5,6415,735-94-2%$1.3M$1.2M-$62.3K2026-11-06
Matauro, LLC
INCREASED5,5315,322+209+4%$1.2M$1.2M+$7.0K2026-11-03
Arrien Investments, Inc.
DECREASED5,4995,513-140%$1.2M$1.2M-$43.2K2026-10-30
McKinley Carter Wealth Services, Inc.
UNCHANGED5,4215,42100%$1.2M$1.2M-$39.5K2026-10-16
Penobscot Wealth Management
INCREASED5,4124,692+720+15%$1.1M$1.2M+$122.9K2026-10-21
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED5,3284,399+929+21%$991.9K$1.2M+$170.7K2026-10-22
Gerber Kawasaki Wealth & Investment Management
DECREASED5,1926,553-1,361-21%$1.5M$1.1M-$344.8K2026-10-29
Allworth Financial LP
INCREASED5,1664,667+499+11%$1.1M$1.2M+$112.5K2026-11-06
CWA Asset Management Group, LLC
UNCHANGED5,1235,12300%$1.2M$1.1M-$37.3K2026-10-19
Prairie Advisory, LLC
INCREASED5,0122,796+2,216+79%$630.5K$1.1M+$463.2K2026-10-19
Parallel Advisors, LLC
DECREASED4,9435,290-347-7%$1.2M$1.1M-$114.4K2026-11-03
MontVue Capital Management, Inc.
DECREASED4,8304,848-180%$1.1M$1.1M-$39.2K2026-10-19
Mission Wealth Management, LP
DECREASED4,7346,013-1,279-21%$1.4M$1.0M-$323.1K2026-10-15
Christensen, King & Associates Investment Services, Inc.
INCREASED4,6764,479+197+4%$1.0M$1.0M+$10.6K2026-10-22
Woodward Diversified Capital, LLC
DECREASED4,5124,627-115-2%$1.0M$984.6K-$58.8K2026-10-21
ROI Financial Advisors, LLC
DECREASED4,3644,479-115-3%$1.0M$952.3K-$57.8K2026-10-19
Lighthouse Wealth Management Inc.
INCREASED4,2894,048+241+6%$912.8K$935.9K+$23.2K2026-10-13
Praetorian Wealth Management, Inc.
DECREASED4,1174,206-89-2%$948.1K$898.4K-$49.8K2026-10-16
Choreo, LLC
DECREASED4,0394,351-312-7%$981.2K$881.4K-$99.8K2026-10-28
ALM First Financial Advisors, LLC
UNCHANGED3,8983,89800%$716.2K$693.0K-$23.1K2026-10-13
Valmark Advisers, Inc.
INCREASED3,8263,733+93+2%$841.7K$834.8K-$6.9K2026-11-06
Avidian Wealth Enterprises, LLC
INCREASED3,7711,418+2,353+166%$319.7K$822.9K+$503.2K2026-10-08
First Bancorp, Inc
DECREASED3,7243,730-60%$841.1K$812.6K-$28.5K2026-10-26
Prospera Financial Services Inc
DECREASED3,6833,841-158-4%$866.9K$892.8K+$25.9K2026-11-04
Bokf, NA
UNCHANGED3,5803,58000%$807.3K$781.2K-$26.1K2026-10-27
Axxcess Wealth Management, LLC
INCREASED3,5673,215+352+11%$725.0K$778.3K+$53.3K2026-10-21
Leelyn Smith, LLC
UNCHANGED3,5323,53200%$796.4K$770.7K-$25.7K2026-11-03
Richard C. Young & Co., Ltd.
INCREASED3,5163,498+18+1%$788.8K$767.3K-$21.4K2026-11-04
Bigelow Investment Advisors, LLC
INCREASED3,4933,435+58+2%$774.6K$762.1K-$12.4K2026-10-13
HB Wealth Management, LLC
DECREASED3,4703,550-80-2%$800.5K$757.2K-$43.3K2026-10-23
Exchange Traded Concepts, LLC
DECREASED3,41832,569-29,151-90%$7.3M$745.8K-$6.6M2026-10-28
Avantax Planning Partners, Inc.
DECREASED3,3483,419-71-2%$771.0K$730.6K-$40.4K2026-11-03
Consolidated Capital Management, LLC
INCREASED3,2803,244+36+1%$731.5K$715.7K-$15.8K2026-10-13
Fifth Third Securities, Inc.
NEW3,171—+3,171——$692.1K—2026-10-21
US Bancorp \de\
DECREASED3,1663,906-740-19%$880.8K$690.9K-$189.9K2026-11-05
Williams Jones Wealth Management, Llc.
DECREASED3,1643,429-265-8%$773.2K$690.4K-$82.8K2026-11-05
M Wealth Management, LLC
INCREASED3,0933,081+12+0%$694.8K$674.9K-$19.9K2026-10-14
Seamount Financial Group Inc
DECREASED3,0823,213-131-4%$724.5K$672.6K-$51.8K2026-10-21
Principle Wealth Partners LLC
UNCHANGED3,0003,00000%$676.5K$654.6K-$21.8K2026-11-02
Beacon Financial Advisory LLC
UNCHANGED2,9832,98300%$672.5K$650.9K-$21.6K2026-10-16
Guardian Capital, LLC
DECREASED2,9783,291-313-10%$742.1K$649.9K-$92.2K2026-11-06
Wealthcare Advisory Partners LLC
DECREASED2,9443,077-133-4%$693.7K$642.3K-$51.4K2026-10-21
Cora Capital Advisors LLC
UNCHANGED2,9122,91200%$656.6K$635.4K-$21.2K2026-11-02
Oppenheimer & Co Inc
INCREASED2,8502,750+100+4%$620.1K$621.9K+$1.8K2026-10-26
Savant Capital, LLC
DECREASED2,8455,734-2,889-50%$1.3M$620.9K-$669.5K2026-11-06
Diversified Enterprises, LLC
INCREASED2,7262,725+1+0%$614.4K$594.8K-$19.7K2026-10-19
Blue Capital, Inc.
UNCHANGED2,7202,72000%$613.3K$593.5K-$19.8K2026-10-13
Guardian Asset Advisors, LLC
INCREASED2,6682,665+3+0%$600.5K$581.7K-$18.8K2026-10-16
Idaho Trust Co
DECREASED2,6602,890-230-8%$651.7K$580.4K-$71.2K2026-11-04
Laurel OAK Wealth Management, LLC
INCREASED2,6401,808+832+46%$407.8K$576.1K+$168.4K2026-10-19
Capital Investment Advisors, LLC
UNCHANGED2,6342,63400%$593.9K$574.8K-$19.2K2026-10-22
B. Riley Wealth Advisors, Inc.
INCREASED2,6111,909+702+37%$436.8K$569.8K+$133.1K2026-10-13
Creative Financial Designs Inc
DECREASED2,5832,792-209-7%$629.6K$563.5K-$66.1K2026-11-04
Salomon & Ludwin, LLC
DECREASED2,5342,563-29-1%$579.1K$553.0K-$26.1K2026-10-29
Fisher Asset Management, LLC
INCREASED2,5281,857+671+36%$418.7K$551.7K+$132.9K2026-11-06
NWF Advisory Services Inc.
UNCHANGED2,5282,52800%$570.0K$551.6K-$18.4K2026-10-19
Strategic Advocates LLC
INCREASED2,4942,462+32+1%$555.2K$544.2K-$10.9K2026-11-03
HBW Advisory Services LLC
DECREASED2,4794,670-2,191-47%$226.1K$540.8K+$314.7K2026-10-15
Woodmont Investment Counsel LLC
UNCHANGED2,4772,47700%$558.5K$540.5K-$18.0K2026-10-29
Raab & Moskowitz Asset Management LLC
DECREASED2,4732,564-91-4%$578.2K$539.6K-$38.5K2026-11-02
Northstar Asset Management Co
INCREASED2,4402,325+115+5%$528.5K$575.9K+$47.4K2026-10-22
Fulcrum Capital LLC
UNCHANGED2,4202,42000%$545.7K$528.1K-$17.6K2026-10-15
Money Concepts Capital Corp
INCREASED2,3882,099+289+14%$473.2K$521.2K+$48.0K2026-11-06
Bay Capital Advisors, LLC
DECREASED2,3642,425-61-3%$546.8K$515.8K-$31.0K2026-10-16
Pines Wealth Management, LLC
INCREASED2,3412,002+339+17%$451.4K$510.8K+$59.4K2026-10-21
Spinnaker Investment Group, LLC
DECREASED2,3062,429-123-5%$547.7K$503.2K-$44.5K2026-10-13
Cassaday & Co Wealth Management LLC
UNCHANGED2,3062,30600%$520.0K$503.2K-$16.8K2026-10-27
Stronghold Wealth Management L.L.C.
INCREASED2,1911,984+207+10%$447.4K$478.1K+$30.7K2026-10-16
RBA Wealth Management, LLC
DECREASED2,1642,303-139-6%$519.3K$472.3K-$47.1K2026-10-28
NorthCrest Asset Manangement, LLC
DECREASED2,1562,237-81-4%$504.7K$487.4K-$17.3K2026-10-13
Bayshore Capital Advisors, LLC
UNCHANGED2,1402,14000%$482.5K$467.0K-$15.6K2026-11-02
Diversify Wealth Management, LLC
DECREASED2,1272,266-139-6%$523.3K$499.7K-$23.7K2026-10-20
Diversify Advisory Services, LLC
DECREASED2,1272,266-139-6%$523.3K$499.7K-$23.7K2026-10-20
Cape Investment Advisory, Inc.
INCREASED2,1181,559+559+36%$351.5K$462.3K+$110.7K2026-10-13
Golden State Wealth Management, LLC
INCREASED2,1131,206+907+75%$271.9K$461.2K+$189.4K2026-11-02
Koshinski Asset Management, Inc.
INCREASED2,1122,109+3+0%$475.7K$460.9K-$14.8K2026-10-29
VAN Strum & Towne Inc.
UNCHANGED2,0602,06000%$464.5K$449.5K-$15.0K2026-11-06
Pinnacle Financial Group, LLC / IL
DECREASED2,0432,088-45-2%$470.2K$445.9K-$24.3K2026-10-29
LexAurum Advisors, LLC
DECREASED2,0132,049-36-2%$462.0K$439.3K-$22.7K2026-10-19
RFG Advisory, LLC
DECREASED1,9683,703-1,735-47%$834.9K$429.5K-$405.4K2026-11-03
Hennion & Walsh Asset Management, Inc.
INCREASED1,9521,915+37+2%$431.8K$426.0K-$5.9K2026-10-13
Founders Financial Securities LLC
DECREASED1,9502,246-296-13%$506.4K$425.5K-$80.9K2026-10-28
Carolina Wealth Management Inc
UNCHANGED1,9461,94600%$438.8K$424.6K-$14.2K2026-10-29
Jacobi Capital Management LLC
INCREASED1,9291,923+6+0%$433.6K$420.9K-$12.6K2026-11-05
Presilium Private Wealth, LLC
UNCHANGED1,8811,88100%$424.1K$410.5K-$13.7K2026-10-26
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED1,8721,890-18-1%$426.2K$408.6K-$17.6K2026-10-14
KG Capital Management
DECREASED1,8371,916-79-4%$431.9K$400.9K-$31.0K2026-10-15
4Wealth Advisors, Inc.
NEW1,824—+1,824——$404.2K—2026-10-13
Harbor Asset Planning, Inc.
INCREASED1,8141,803+11+1%$406.9K$395.9K-$11.0K2026-10-23
Cornerstone Wealth Management, LLC
INCREASED1,8051,743+62+4%$393.1K$393.8K+$7602026-11-04
Biltmore Family Office, LLC
UNCHANGED1,8011,80100%$406.1K$393.0K-$13.1K2026-11-03
Cottage Street Advisors LLC
NEW1,789—+1,789——$390.5K—2026-10-19
Dynamic Advisor Solutions LLC
INCREASED1,7741,663+111+7%$375.0K$387.1K+$12.1K2026-10-13
Northwest Financial Advisors
DECREASED1,7391,784-45-3%$402.2K$379.4K-$22.8K2026-10-27
Milestone Asset Management Group, LLC
DECREASED1,7282,043-315-15%$460.7K$377.0K-$83.7K2026-10-20
OpenArc Corporate Advisory, LLC
INCREASED1,7181,686+32+2%$380.2K$374.9K-$5.3K2026-10-21
Thrivent Financial for Lutherans
UNCHANGED1,7131,71300%$386.0K$373-$385.6K2026-11-05
Glass Jacobson Investment Advisors llc
INCREASED1,6921,671+21+1%$376.9K$369.3K-$7.6K2026-10-26
IFP Advisors, Inc
DECREASED1,6741,750-76-4%$394.6K$365.3K-$29.3K2026-10-16
Emerald Advisors, LLC
UNCHANGED1,6591,65900%$374.1K$362.0K-$12.1K2026-10-13
Armbruster Capital Management, Inc.
UNCHANGED1,6301,63000%$367.5K$355.7K-$11.9K2026-10-19
Brandywine OAK Private Wealth LLC
DECREASED1,6241,644-20-1%$370.7K$354.4K-$16.3K2026-10-23
Peterson Wealth Advisors, LLC
INCREASED1,6131,606+7+0%$362.1K$352.0K-$10.1K2026-10-08
StoneX Group Inc.
DECREASED1,6122,503-891-36%$565.0K$351.9K-$213.2K2026-11-03
Nilsine Partners, LLC
NEW1,600—+1,600——$349.1K—2026-11-02
Mainsail Asset Management, LLC
UNCHANGED1,5911,59100%$366.4K$352.9K-$13.6K2026-10-14
Romano Brothers and Company
INCREASED1,5751,559+16+1%$351.5K$343.7K-$7.9K2026-10-22
Taylor & Morgan Wealth Management, LLC
INCREASED1,5711,562+9+1%$352.2K$342.7K-$9.5K2026-10-09
Philadelphia Trust Co
UNCHANGED1,5651,56500%$353.0K$341-$352.7K2026-11-05
Certuity, LLC
NEW1,559—+1,559——$340.2K—2026-11-02
AMG National Trust Bank
UNCHANGED1,5581,55800%$351.3K$340.0K-$11.3K2026-11-05
Csenge Advisory Group
DECREASED1,5571,627-70-4%$366.9K$339.8K-$27.1K2026-11-04
Daymark Wealth Partners, LLC
INCREASED1,5571,555+2+0%$350.7K$339.8K-$10.9K2026-11-04
Solidarity Wealth, LLC
UNCHANGED1,5441,54400%$348.2K$336.9K-$11.2K2026-10-15
Ignite Planners, LLC
DECREASED1,5271,668-141-8%$376.1K$333.3K-$42.9K2026-10-14
Riverbend Wealth Management, LLC
UNCHANGED1,5161,51600%$342.0K$330.9K-$11.0K2026-10-15
IVC Wealth Advisors LLC
INCREASED1,4651,464+1+0%$330.1K$319.6K-$10.5K2026-10-23
Klingman & Associates, LLC
UNCHANGED1,4501,45000%$327.0K$316.4K-$10.6K2026-10-20
HBK Sorce Advisory LLC
INCREASED1,4491,448+1+0%$334.7K$360.0K+$25.3K2026-11-06
Vise Technologies, Inc.
NEW1,445—+1,445——$315.2K—2026-10-29
ProVise Management Group, LLC
INCREASED1,4411,434+7+0%$323.3K$314.5K-$8.7K2026-11-06
International Assets Investment Management, LLC
UNCHANGED1,4391,43900%$325.1K$313.3K-$11.9K2026-11-02
Signature Wealth Management Partners, LLC
UNCHANGED1,4321,43200%$322.9K$312.5K-$10.4K2026-10-21
Kennedy Investment Group, Inc.
DECREASED1,4091,422-13-1%$320.6K$307.4K-$13.2K2026-10-21
Tower View Wealth Management LLC
DECREASED1,4001,452-52-4%$327.4K$305.4K-$22.0K2026-10-23
Heritage Family Offices, LLP
UNCHANGED1,3751,37500%$310.0K$300.0K-$10.0K2026-11-02
Lake Street Private Wealth, LLC
INCREASED1,3741,326+48+4%$299.0K$299.8K+$7992026-10-22
Bank of New York Mellon Corp
NEW1,351—+1,351——$295.0K—2026-11-05
Clark Asset Management, LLC
UNCHANGED1,3471,34700%$303.7K$293.9K-$9.8K2026-10-19
Traphagen Investment Advisors LLC
UNCHANGED1,3321,33200%$300.3K$290.7K-$9.6K2026-10-14
Ceera Investments, LLC
UNCHANGED1,3301,33000%$299.9K$290.2K-$9.7K2026-11-02
Fortitude Advisory Group L.L.C.
INCREASED1,3131,290+23+2%$291.0K$286.6K-$4.4K2026-10-15
Quartz Partners, LLC
UNCHANGED1,2781,27800%$288.2K$278.9K-$9.3K2026-11-03
TD Waterhouse Canada Inc.
DECREASED1,2731,366-93-7%$308.8K$277.6K-$31.2K2026-10-16
EverSource Wealth Advisors, LLC
DECREASED1,2711,343-72-5%$302.9K$277.4K-$25.5K2026-11-04
Davenport & Co LLC
DECREASED1,2661,324-58-4%$298.6K$276.2K-$22.4K2026-10-14
Level Four Advisory Services, LLC
INCREASED1,2441,243+1+0%$280.4K$271.6K-$8.8K2026-11-06
Portland Financial Advisors Inc
UNCHANGED1,2351,23500%$278.5K$269.5K-$9.0K2026-10-26
Sound Income Strategies, LLC
DECREASED1,2341,535-301-20%$346.1K$278.9K-$67.2K2026-10-09
Rhodes Investment Advisors Inc
INCREASED1,234974+260+27%$219.6K$269.3K+$49.6K2026-10-07
Focus Financial Network, Inc.
INCREASED1,2341,232+2+0%$277.8K$269.3K-$8.6K2026-10-14
Ritholtz Wealth Management
DECREASED1,2191,877-658-35%$423.3K$266.0K-$157.2K2026-11-05
Childress Capital Advisors, LLC
DECREASED1,2071,215-8-1%$274.0K$263.4K-$10.6K2026-10-28
Valeo Financial Advisors, LLC
DECREASED1,2001,257-57-5%$283.5K$261.9K-$21.6K2026-10-08
Sheets Smith Wealth Management
UNCHANGED1,2001,20000%$270.6K$261.9K-$8.7K2026-10-16
Quadcap Wealth Management, LLC
UNCHANGED1,1981,19800%$269.9K$261.2K-$8.7K2026-11-02
Fearless Solutions, LLC dba Best Invest
INCREASED1,1951,120+75+7%$252.5K$260.8K+$8.2K2026-10-14
HUB Investment Partners, LLC
INCREASED1,182928+254+27%$209.3K$258.0K+$48.7K2026-11-03
Anchyra Partners LLC
INCREASED1,1791,170+9+1%$263.8K$257.3K-$6.6K2026-10-13
Essential Planning, Llc.
UNCHANGED1,1741,17400%$264.7K$256.2K-$8.5K2026-10-21
Private Trust Co NA
DECREASED1,1481,165-17-1%$262.6K$250.6K-$12.0K2026-10-20
Jm2 Capital Inc.
DECREASED1,1381,142-40%$257.5K$248.3K-$9.2K2026-10-14
Waters Parkerson & Co., LLC
UNCHANGED1,1011,10100%$248.4K$240.4K-$8.0K2026-11-04
Allspring Global Investments Holdings, LLC
INCREASED1,078411+667+162%$94.3K$234.7K+$140.4K2026-11-04
Midwest Trust Co
UNCHANGED1,0591,05900%$238.8K$231.1K-$7.7K2026-10-22
Visionary Wealth Advisors
DECREASED1,0581,060-20%$239.0K$230.9K-$8.2K2026-11-04
North Star Investment Management Corp.
UNCHANGED1,0551,05500%$237.9K$230.2K-$7.7K2026-10-27
Vista Investment Partners II, LLC
NEW1,050—+1,050——$229.1K—2026-10-15
Congress Asset Management Co
NEW1,048—+1,048——$228.7K—2026-10-06
Avior Wealth Management, LLC
DECREASED1,0401,157-117-10%$260.9K$227.0K-$33.9K2026-10-13
Tiller Private Wealth, Inc.
DECREASED1,0401,060-20-2%$239.0K$226.9K-$12.1K2026-10-26
Burney Co/
NEW1,033—+1,033——$225.4K—2026-10-15
Root Financial Partners, LLC
NEW1,012—+1,012——$220.9K—2026-10-21
Spire Wealth Management
DECREASED1,0101,142-132-12%$257.6K$220.5K-$37.1K2026-10-30
tru Independence LLC
INCREASED1,0081,003+5+1%$226.2K$220.1K-$6.1K2026-10-20
Councilor Wealth, LLC
UNCHANGED1,0081,00800%$227.5K$220.1K-$7.3K2026-10-09
Carl P. Sherr & Co., LLC
UNCHANGED1,0011,00100%$225.8K$218.5K-$7.3K2026-11-06
WealthSpring Partners, LLC
UNCHANGED1,0001,00000%$225.5K$218.2K-$7.3K2026-10-14
Uhlmann Price Securities, LLC
NEW992—+992——$216.5K—2026-11-03
Beacon Capital Management, LLC
DECREASED9861,079-93-9%$243.4K$215.1K-$28.4K2026-10-23
McClarren Financial Advisors, Inc.
INCREASED985980+5+1%$220.9K$215.0K-$6.0K2026-10-15
Wedbush Securities Inc
UNCHANGED96996900%$218.0K$211-$217.8K2026-10-22
Heritage Wealth Management, Inc.
UNCHANGED95595500%$215.3K$208.4K-$7.0K2026-10-28
AdvisorNet Financial, Inc
DECREASED9485,207-4,259-82%$1.2M$221.3K-$952.9K2026-10-15
Kathmere Capital Management, LLC
UNCHANGED94494400%$212.9K$206.0K-$6.9K2026-10-20
Sage Financial Group Inc
NEW924—+924——$201.6K—2026-10-27
Legacy Financial Strategies, LLC
INCREASED922917+5+1%$206.7K$201.2K-$5.6K2026-10-15
Autumn Glory Partners, LLC
UNCHANGED91891800%$207.0K$200.3K-$6.7K2026-10-26
Krilogy Financial LLC
INCREASED910904+6+1%$203.8K$208.4K+$4.6K2026-10-13
Russell Investments Group, Ltd.
INCREASED878793+85+11%$178.7K$191.6K+$12.9K2026-11-06
First Premier Bank
UNCHANGED87087000%$196$190-$62026-10-13
Next Level Wealth Planning, LLC
NEW869—+869——$189.6K—2026-10-29
Mather Group, Llc.
UNCHANGED79679600%$179.5K$173.7K-$5.8K2026-10-14
TD Private Client Wealth LLC
INCREASED792717+75+10%$161.7K$172.8K+$11.1K2026-10-28
City State Bank
UNCHANGED75375300%$169.8K$164.3K-$5.5K2026-10-20
Coston, McIsaac & Partners
UNCHANGED72772700%$163.0K$158.8K-$4.2K2026-11-06
Ashton Thomas Private Wealth, LLC
DECREASED725739-14-2%$166.6K$158.2K-$8.4K2026-11-03
Maseco LLP
UNCHANGED71271200%$160.6K$155.3K-$5.3K2026-10-27
United Community Bank
UNCHANGED71071000%$160.1K$154.9K-$5.2K2026-10-28
Foresight Capital Management Advisors, Inc.
NEW687—+687——$149.9K—2026-10-27
CX Institutional
DECREASED6621,800-1,138-63%$406$144-$2622026-10-02
Winthrop Capital Management, LLC
UNCHANGED62562500%$141.0K$136.4K-$4.6K2026-11-05
Rossmore Private Capital
DECREASED600780-180-23%$175.9K$130.9K-$45.0K2026-10-27
Advocate Investing Services LLC
UNCHANGED60060000%$135.3K$130.9K-$4.4K2026-10-26
Progressive Investment Management Corp
UNCHANGED60060000%$135.3K$130.9K-$4.4K2026-10-26
Thompson Investment Management, Inc.
UNCHANGED56056000%$126.3K$122.2K-$4.1K2026-10-14
Blue Trust, Inc.
INCREASED543522+21+4%$117.7K$118.5K+$7822026-10-15
IFS Advisors, LLC
NEW511—+511——$111.5K—2026-10-14
Avion Wealth
UNCHANGED47247200%$106.0K$102-$105.9K2026-11-04
Highline Wealth Partners LLC
UNCHANGED46746700%$105.3K$102.0K-$3.3K2026-10-19
Financial Freedom, LLC
NEW446—+446——$97.3K—2026-11-06
Pathway Financial Advisers, LLC
NEW424—+424——$92.6K—2026-10-27
Beacon Investment Advisory Services, Inc.
UNCHANGED39239200%$88.3K$85.5K-$2.9K2026-10-13
Vima LLC
UNCHANGED38938900%$87.7K$84.9K-$2.8K2026-10-23
Montag A & Associates Inc
UNCHANGED38338300%$86.4K$83.6K-$2.8K2026-10-29
Transce3nd, LLC
NEW382—+382——$90.2K—2026-10-26
Asset Dedication, LLC
UNCHANGED38038000%$85.7K$82.9K-$2.8K2026-11-03
Larson Financial Group LLC
INCREASED361358+3+1%$80.7K$78.8K-$2.0K2026-11-05
Bayban
UNCHANGED35735700%$80.5K$80.5K$02026-11-05
Albion Financial Group
UNCHANGED33233200%$74.9K$72.4K-$2.4K2026-10-21
Duncker Streett & Co Inc
UNCHANGED32532500%$73.3K$70.9K-$2.4K2026-10-27
Sunrise Financial Services, LLC
UNCHANGED32332300%$72.8K$70.5K-$2.4K2026-10-21
Lanark Financial, Inc.
DECREASED320926-606-65%$208.8K$69.8K-$139.0K2026-10-26
Capital Investment Advisory Services, LLC
INCREASED317211+106+50%$47.5K$69.6K+$22.1K2026-10-30
Latitude Advisors, LLC
NEW310—+310——$67.6K—2026-10-27
Community Financial Services Group, LLC
UNCHANGED30230200%$68.2K$65.7K-$2.5K2026-10-15
Tsfg, LLC
UNCHANGED25025000%$56.0K$55-$55.9K2026-10-23
Ashton Thomas Securities, LLC
UNCHANGED24424400%$55.0K$53.2K-$1.8K2026-10-26
Rosenberg Matthew Hamilton
INCREASED239165+74+45%$37.2K$52.1K+$14.9K2026-10-05
Archer Investment Corp
UNCHANGED23623600%$53.2K$51.5K-$1.7K2026-11-05
Armstrong Advisory Group, Inc
UNCHANGED23223200%$52.3K$50.6K-$1.7K2026-10-09
Triumph Capital Management
UNCHANGED22722700%$51.2K$49.5K-$1.7K2026-10-14
Concord Wealth Partners
INCREASED217188+29+15%$42.3K$47.3K+$5.0K2026-11-02
Compass Financial Management LLC
UNCHANGED21521500%$48.8K$47.0K-$1.8K2026-10-30
Laurel Wealth Advisors LLC
NEW212—+212——$46.3K—2026-10-27
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED20820800%$47.0K$45-$47.0K2026-11-02
EPG Wealth Management LLC
UNCHANGED19519500%$44.0K$42.6K-$1.4K2026-11-03
Davis Capital Management
DECREASED185196-11-6%$44.2K$40.4K-$3.8K2026-10-08
Central Trust Co
DECREASED172202-30-15%$45.5K$37.5K-$8.0K2026-11-05
Mainstream Capital Management LLC
NEW170—+170——$37.1K—2026-10-23
Clark Wealth Partners
UNCHANGED16916900%$38.1K$36.9K-$1.2K2026-10-19
Advanced Asset Management Advisors Inc
INCREASED164161+3+2%$36.3K$35.8K-$5092026-10-20
Atlantic Edge Private Wealth Management, LLC
UNCHANGED15015000%$33.8K$32.7K-$1.1K2026-10-20
Trust Co of Vermont
DECREASED143190-47-25%$42.8K$31.2K-$11.6K2026-10-21
Three Bridge Wealth Advisors, LLC
NEW125—+125——$27.3K—2026-11-05
Wilmington Savings Fund Society, FSB
UNCHANGED11611600%$26.2K$25.3K-$8452026-10-23
JFS Wealth Advisors, LLC
UNCHANGED11011000%$24.8K$24.0K-$8002026-11-03
Elevation Wealth Partners, LLC
INCREASED107106+1+1%$24.0K$23.4K-$6482026-10-07
Nfsg Corp
UNCHANGED10510500%$23.7K$22.9K-$7642026-10-15
Cherry Tree Wealth Management, LLC
UNCHANGED10210200%$23.0K$22.3K-$7422026-10-15
Brown, Lisle Ings, Inc.
UNCHANGED10010000%$22.5K$21.8K-$7282026-10-16
Mcdonald Partners LLC
UNCHANGED10010000%$22.5K$21.8K-$7282026-11-03
Byrne Asset Management LLC
UNCHANGED10010000%$22.5K$21.8K-$7782026-10-06
Turtle Creek Wealth Advisors, LLC
UNCHANGED10010000%$22.5K$21.8K-$7282026-10-15
Bradley & Co. Private Wealth Management, LLC
UNCHANGED919100%$20.5K$19.9K-$6622026-10-23
Silver Grove Financial Group, Inc.
DECREASED8892-4-4%$20.8K$19.1K-$1.7K2026-11-05
Barrett & Company, Inc.
UNCHANGED868600%$19.3K$18.7K-$6242026-10-22
Cedar Mountain Advisors, LLC
UNCHANGED848400%$18.9K$18.3K-$6112026-10-15
Oakworth Capital, Inc.
UNCHANGED707000%$15.8K$15.3K-$5092026-10-26
DeDora Capital, Inc.
NEW65—+65——$14.2K—2026-10-26
Kingdom Financial Group Llc.
NEW65—+65——$14.3K—2026-11-04
Jnba Financial Advisors
INCREASED6324+39+163%$5.4K$13.7K+$8.3K2026-11-03
Generali Investments CEE, investicni spolecnost, a.s.
UNCHANGED636300%$14.2K$14.2K$02026-10-15
Nemes Rush Group LLC
UNCHANGED575700%$12.7K$12.4K-$3452026-11-04
Great Lakes Advisors, LLC
NEW52—+52——$11.4K—2026-11-06
Hanson & Doremus Investment Management
UNCHANGED505000%$11$11$02026-10-16
Bank of New Hampshire
NEW47—+47——$10.3K—2026-10-06
Mondrian Investment Partners LTD
NEW45—+45——$10.6K—2026-10-23
Buck Wealth Strategies, LLC
UNCHANGED424200%$9.5K$9.2K-$3062026-10-28
Vermillion Wealth Management, Inc.
DECREASED41358-317-89%$80.7K$9.0K-$71.7K2026-10-26
Key FInancial Inc
UNCHANGED373700%$8.3K$8.1K-$2692026-11-02
Hilton Head Capital Partners, LLC
UNCHANGED363600%$8.1K$7.9K-$2622026-10-23
Plante Moran Financial Advisors, LLC
UNCHANGED323200%$7.2K$7.0K-$2332026-11-04
Provenance Wealth Advisors, LLC
NEW28—+28——$6.1K—2026-10-30
Maryland Capital Advisors Inc.
UNCHANGED282800%$6.3K$6.1K-$2042026-10-15
Ascentis Wealth Management, LLC
NEW27—+27——$5.9K—2026-11-03
Bear Mountain Capital, Inc.
NEW26—+26——$6.1K—2026-11-04
High Note Wealth, LLC
UNCHANGED262600%$5.9K$5.7K-$1902026-10-27
Horizon Financial Services, LLC
UNCHANGED252500%$5.6K$5.5K-$1822026-11-04
Hazlett, Burt & Watson, Inc.
UNCHANGED242400%$5$5$02026-11-04
Valued Wealth Advisors LLC
UNCHANGED242400%$5.4K$5.2K-$1742026-11-05
Farmers & Merchants Investments Inc
UNCHANGED232300%$5.2K$5.0K-$1672026-10-22
Cullen T Bankers, Inc.
NEW22—+22——$4.8K—2026-10-28
Olistico Wealth, LLC
UNCHANGED212100%$4.7K$4.6K-$1532026-10-05
Abound Wealth Management
UNCHANGED171700%$3.8K$3.7K-$1242026-10-26
POM Investment Strategies, LLC
NEW15—+15——$3.3K—2026-10-20
Pinnacle Wealth Planning Services, Inc.
UNCHANGED141400%$3.2K$3.1K-$1022026-10-27
Physician Wealth Advisors, Inc.
UNCHANGED131300%$2.9K$2.8K-$952026-10-20
Independence Bank of Kentucky
UNCHANGED131300%$2.9K$2.8K-$942026-10-26
Elevated Capital Advisors, LLC
UNCHANGED111100%$2.5K$2.4K-$792026-11-04
City Holding Co
UNCHANGED101000%$2.3K$2.2K-$722026-10-19
Essential Partners LLC
NEW8—+8——$1.7K—2026-10-14
Mechanics Financial Corp
UNCHANGED6600%$1.4K$1.3K-$442026-11-05
Hara Capital LLC
UNCHANGED3300%$676$655-$212026-10-30
Covestor Ltd
UNCHANGED2200%$0$0$02026-10-30
Family Investment Center, Inc.
CLOSED04,372-4,372-100%$985.8K$0-$985.8K2026-10-19
Meridian Investment Counsel Inc.
CLOSED03,905-3,905-100%$880.5K$0-$880.5K2026-10-14
Sterling Capital Management LLC
CLOSED02,025-2,025-100%$456.6K$0-$456.6K2026-10-22
Pacific Excel Wealth Advisors, Inc.
CLOSED01,375-1,375-100%$310.0K$0-$310.0K2026-10-27
Pinnacle Associates LTD
CLOSED01,339-1,339-100%$302.0K$0-$302.0K2026-10-20
Avondale Wealth Management
CLOSED01,280-1,280-100%$288.6K$0-$288.6K2026-10-15
Evolution Wealth Advisors, LLC
CLOSED01,268-1,268-100%$285.9K$0-$285.9K2026-11-03
Bryn Mawr Trust Advisors, LLC
CLOSED01,267-1,267-100%$285.7K$0-$285.7K2026-11-04
VestGen Advisors, LLC
CLOSED01,244-1,244-100%$280.6K$0-$280.6K2026-10-27
Wealth Advisors Northwest LLC
CLOSED01,226-1,226-100%$276.5K$0-$276.5K2026-10-29
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CLOSED01,164-1,164-100%$262.5K$0-$262.5K2026-10-27
Signature Estate & Investment Advisors LLC
CLOSED01,087-1,087-100%$245.2K$0-$245.2K2026-10-13
Pinnacle Wealth Management Advisory Group, LLC
CLOSED01,033-1,033-100%$232.9K$0-$232.9K2026-10-23
Gallacher Capital Management LLC
CLOSED01,013-1,013-100%$228.4K$0-$228.4K2026-10-30
Beverly Hills Private Wealth, LLC
CLOSED0905-905-100%$204.1K$0-$204.1K2026-11-04
Salem Investment Counselors Inc
CLOSED0362-362-100%$81.6K$0-$81.6K2026-10-13
Commonwealth Retirement Investments LLC
CLOSED0170-170-100%$38.3K$0-$38.3K2026-10-26
UMB Bank, n.a.
CLOSED0148-148-100%$33.4K$0-$33.4K2026-11-06
LifeSteps Financial, Inc.
CLOSED0132-132-100%$29.8K$0-$29.8K2026-10-15
Ameliora Wealth Management Ltd.
CLOSED0121-121-100%$27.3K$0-$27.3K2026-10-23
Breakwater Investment Management
CLOSED0115-115-100%$25.9K$0-$25.9K2026-10-20
Obsidian CIO, LLC
CLOSED0114-114-100%$25.6K$0-$25.6K2026-11-05
Institute for Wealth Management, Llc.
CLOSED0105-105-100%$23.7K$0-$23.7K2026-11-06
NBT Bank, N.A.
CLOSED066-66-100%$14.9K$0-$14.9K2026-10-21
Boyd Watterson Asset Management LLC
CLOSED057-57-100%$12.9K$0-$12.9K2026-11-06
Tucker Asset Management LLC
CLOSED043-43-100%$9.7K$0-$9.7K2026-10-29
Caldwell Trust Co
CLOSED035-35-100%$7.9K$0-$7.9K2026-10-30
Blueline Advisors LLC
CLOSED034-34-100%$7.7K$0-$7.7K2026-10-15
Founders Capital Management
CLOSED025-25-100%$5.6K$0-$5.6K2026-10-13
Robinswood Financial LLC
CLOSED019-19-100%$4.3K$0-$4.3K2026-10-20
Gill Capital Partners, LLC
CLOSED09-9-100%$2.0K$0-$2.0K2026-10-13
Financial Consulate, Inc
CLOSED08-8-100%$1.8K$0-$1.8K2026-10-23
Valley Wealth Managers, Inc.
UNCHANGED000—$0$0$02026-10-09
Bank of America Corp
N/A—4,450,098-4,450,098-100%$1.0B———
Wellspring Financial Advisors, LLC
N/A—788,817-788,817-100%$844.8K———
Morgan Stanley
N/A—621,633-621,633-100%$140.2M———
Pgim Custom Harvest LLC
N/A—496,263-496,263-100%$111.9M———
Wells Fargo & Company
N/A—391,371-391,371-100%$88.3M———
UBS Group AG
N/A—326,457-326,457-100%$73.6M———
Cetera Investment Advisers
N/A—274,055-274,055-100%$61.8M———
Empower Advisory Group, LLC
N/A—270,255-270,255-100%$60.9M———
Envestnet Asset Management Inc
N/A—246,022-246,022-100%$55.5M———
Ameriprise Financial Inc
N/A—230,760-230,760-100%$52.2M———
Raymond James Financial Inc
N/A—198,097-198,097-100%$44.7M———
Stifel Financial Corp
N/A—156,697-156,697-100%$35.3M———
Osaic Holdings, Inc.
N/A—156,076-156,076-100%$35.2M———
Ameritas Advisory Services, LLC
N/A—140,086-140,086-100%$31.6M———
Royal Bank of Canada
N/A—137,333-137,333-100%$31.0M———
Banque Transatlantique SA
N/A—136,718-136,718-100%$17.6M———
Cerity Partners LLC
N/A—108,434-108,434-100%$24.5M———
Rockefeller Capital Management L.P.
N/A—107,763-107,763-100%$24.3M———
Northwestern Mutual Wealth Management Co
N/A—102,314-102,314-100%$23.1M———
JPMorgan Chase & Co
N/A—79,106-79,106-100%$18.1M———
Foundations Investment Advisors, LLC
N/A—70,799-70,799-100%$16.0M———
Mercer Global Advisors Inc
N/A—63,874-63,874-100%$14.4M———
Waverly Advisors, LLC
N/A—61,849-61,849-100%$13.9M———
Janney Montgomery Scott LLC
N/A—50,196-50,196-100%$11.3M———
Goldman Sachs Group Inc
N/A—49,952-49,952-100%$11.3M———
Seldon Capital LP
N/A—47,593-47,593-100%$10.7M———
Private Advisor Group, LLC
N/A—45,640-45,640-100%$10.3M———
TrueWealth Financial Partners
N/A—44,159-44,159-100%$10.0M———
Wealthspire Advisors, LLC
N/A—38,953-38,953-100%$8.8M———
Stratos Wealth Partners, Ltd.
N/A—38,721-38,721-100%$8.7M———
MML Investors Services, LLC
N/A—37,081-37,081-100%$8.4M———
Jones Financial Companies Lllp
N/A—35,045-35,045-100%$8.0M———
Greenline Partners, LLC
N/A—32,958-32,958-100%$7.4M———
Bank of the Bluegrass & Trust Co.
N/A—32,234-32,234-100%$7.0M———
M&T Bank Corp
N/A—31,664-31,664-100%$7.1M———
Steward Partners Investment Advisory, LLC
N/A—28,419-28,419-100%$6.4M———
HighTower Advisors, LLC
N/A—26,339-26,339-100%$5.9M———
Wealthspire Retirement, LLC
N/A—25,728-25,728-100%$5.8M———
Johnson Investment Counsel Inc
N/A—25,243-25,243-100%$5.7M———
WNY Asset Management, LLC
N/A—24,528-24,528-100%$5.5M———
HC Advisors, LLC
N/A—24,283-24,283-100%$5.5M———
Mariner, LLC
N/A—24,107-24,107-100%$5.4M———
Madden Advisory Services, Inc.
N/A—23,035-23,035-100%$5.2M———
FMR LLC
N/A—22,324-22,324-100%$5.0M———
Strategic Investment Solutions, Inc.
N/A—21,413-21,413-100%$4.8M———
Orion Porfolio Solutions, LLC
N/A—20,966-20,966-100%$4.7M———
CIBC World Market Inc.
N/A—19,363-19,363-100%$4.4M———
Silver Coast Investments LLC
N/A—18,110-18,110-100%$4.1M———
Equitable Holdings, Inc.
N/A—17,917-17,917-100%$4.0M———
Pathstone Holdings, LLC
N/A—17,880-17,880-100%$4.0M———
Horizon Investments, LLC
N/A—17,703-17,703-100%$4.0M———
Quantinno Capital Management LP
N/A—17,343-17,343-100%$3.9M———
Harbour Investments, Inc.
N/A—17,229-17,229-100%$3.9M———
NewEdge Advisors, LLC
N/A—16,304-16,304-100%$3.7M———
Tranquilli Financial Advisor LLC
N/A—15,824-15,824-100%$3.6M———
Joule Financial, LLC
N/A—15,287-15,287-100%$3.4M———
HRT Financial LP
N/A—14,696-14,696-100%$3.3M———
Smartleaf Asset Management LLC
N/A—13,888-13,888-100%$3.2M———
Anchor Investment Management, LLC
N/A—13,226-13,226-100%$3.0M———
Empowered Funds, LLC
N/A—13,018-13,018-100%$2.9M———
Susquehanna International Group, LLP
N/A—12,833-12,833-100%$2.9M———
Stelac Advisory Services LLC
N/A—12,770-12,770-100%$2.9M———
Richmond Brothers, Inc.
N/A—12,679-12,679-100%$2.9M———
Calton & Associates, Inc.
N/A—12,614-12,614-100%$2.8M———
Arkadios Wealth Advisors
N/A—12,557-12,557-100%$2.8M———
N.E.W. Advisory Services LLC
N/A—12,352-12,352-100%$2.8M———
Captrust Financial Advisors
N/A—12,205-12,205-100%$2.8M———
Madison Wealth Partners, Inc
N/A—12,172-12,172-100%$2.7M———
Pursue Wealth Partners LLC
N/A—11,498-11,498-100%$2.6M———
Atlas Capital Advisors Inc.
N/A—11,470-11,470-100%$2.6M———
Trinity Legacy Partners, LLC
N/A—11,094-11,094-100%$2.6M———
Arax Advisory Partners
N/A—10,563-10,563-100%$2.4M———
IEQ Capital, LLC
N/A—10,355-10,355-100%$2.3M———
Keebeck Wealth Management
N/A—10,279-10,279-100%$2.3M———
AQR Capital Management LLC
N/A—9,846-9,846-100%$2.2M———
Bartlett & Co. Wealth Management LLC
N/A—9,784-9,784-100%$2.2M———
Focus Partners Wealth
N/A—9,643-9,643-100%$2.2M———
Nvest Financial, LLC
N/A—9,410-9,410-100%$2.1M———
Beacon Pointe Advisors, LLC
N/A—9,155-9,155-100%$2.1M———
O'shaughnessy Asset Management, LLC
N/A—9,049-9,049-100%$2.0M———
Tocqueville Asset Management L.P.
N/A—8,762-8,762-100%$2.0M———
Advisory Services Network, LLC
N/A—8,666-8,666-100%$2.0M———
Novare Capital Management LLC
N/A—8,570-8,570-100%$1.9M———
Citadel Advisors LLC
N/A—8,361-8,361-100%$1.9M———
Houlihan Financial Resource Group, Ltd.
N/A—8,283-8,283-100%$1.9M———
Tower Research Capital LLC (TRC)
N/A—8,216-8,216-100%$1.9M———
Wealthfront Advisers LLC
N/A—7,996-7,996-100%$1.8M———
Snowden Capital Advisors LLC
N/A—7,332-7,332-100%$1.7M———
Sanctuary Advisors, LLC
N/A—7,166-7,166-100%$1.6M———
Syon Capital LLC
N/A—7,135-7,135-100%$1.6M———
MAI Capital Management
N/A—7,122-7,122-100%$1.6M———
Advisors Capital Management, LLC
N/A—6,969-6,969-100%$1.6M———
Bank of Montreal
N/A—6,848-6,848-100%$1.5M———
Main Street Financial Solutions, LLC
N/A—6,764-6,764-100%$1.5M———
Moneta Group Investment Advisors LLC
N/A—6,723-6,723-100%$1.5M———
United Capital Financial Advisors, LLC
N/A—6,718-6,718-100%$1.5M———
One Capital Management, LLC
N/A—6,624-6,624-100%$1.5M———
Hershey Financial Advisers, LLC
N/A—6,354-6,354-100%$1.4M———
&partners
N/A—6,316-6,316-100%$1.4M———
Gotham Asset Management, LLC
N/A—6,262-6,262-100%$1.4M———
Safeguard Investment Advisory Group, LLC
N/A—6,253-6,253-100%$1.4M———
Mutual Advisors, LLC
N/A—6,251-6,251-100%$1.4M———
One Charles Private Wealth Services, LLC
N/A—6,015-6,015-100%$1.4M———
Principal Securities, Inc.
N/A—5,786-5,786-100%$1.3M———
Centaurus Financial, Inc.
N/A—5,719-5,719-100%$1.3M———
Northstar Group, Inc.
N/A—5,643-5,643-100%$1.3M———
Independent Family Office, LLC
N/A—5,640-5,640-100%$1.3M———
CacheTech Inc.
N/A—5,548-5,548-100%$1.3M———
Adams Wealth Management
N/A—5,548-5,548-100%$1.3M———
Vickerman Investment Advisors, Inc.
N/A—5,490-5,490-100%$1.2M———
AE Wealth Management LLC
N/A—5,159-5,159-100%$1.2M———
Kovack Advisors, Inc.
N/A—5,126-5,126-100%$1.2M———
Northern Trust Corp
N/A—5,077-5,077-100%$1.1M———
Great Valley Advisor Group, Inc.
N/A—4,860-4,860-100%$1.1M———
CVA Family Office, LLC
N/A—4,782-4,782-100%$1.1M———
Wood Tarver Financial Group, LLC
N/A—4,678-4,678-100%$1.1M———
Cresset Asset Management, LLC
N/A—4,318-4,318-100%$973.7K———
Belpointe Asset Management LLC
N/A—4,234-4,234-100%$954.7K———
Global Retirement Partners, LLC
N/A—4,128-4,128-100%$930.9K———
EP Wealth Advisors, LLC
N/A—4,079-4,079-100%$919.9K———
BFC Planning, Inc.
N/A—4,078-4,078-100%$919.5K———
BlackRock, Inc.
N/A—4,045-4,045-100%$912.0K———
Birchcreek Wealth Management, LLC
N/A—3,986-3,986-100%$898.8K———
American Alpha Advisors, LLC
N/A—3,985-3,985-100%$898.6K———
Mcintyre Freedman & Flynn Investment Advisers Inc
N/A—3,959-3,959-100%$892.7K———
Blair William & Co
N/A—3,905-3,905-100%$880.5K———
Elm Partners Management LLC
N/A—3,900-3,900-100%$879.4K———
Conservest Capital Advisors, Inc.
N/A—3,814-3,814-100%$860.1K———
Pallas Capital Advisors LLC
N/A—3,805-3,805-100%$858.0K———
Sankala Group LLC
N/A—3,621-3,621-100%$843.9K———
Qube Research & Technologies Ltd
N/A—3,514-3,514-100%$792.4K———
Choate Investment Advisors
N/A—3,500-3,500-100%$789.2K———
Ranch Capital Advisors Inc.
N/A—3,322-3,322-100%$749.1K———
Jaffetilchin Investment Partners, LLC
N/A—3,298-3,298-100%$743.7K———
Tradition Wealth Management, LLC
N/A—3,290-3,290-100%$742.0K———
Stephens Inc
N/A—3,257-3,257-100%$734.4K———
Summit Financial, LLC
N/A—3,239-3,239-100%$730.3K———
Charles Schwab Investment Management Inc
N/A—3,224-3,224-100%$727.0K———
V2 Financial group LLC
N/A—3,060-3,060-100%$690.0K———
OneDigital Investment Advisors LLC
N/A—3,058-3,058-100%$689.5K———
Commerce Bank
N/A—3,045-3,045-100%$686.6K———
Caitlin John, LLC
N/A—3,011-3,011-100%$678.9K———
Wilson & Boucher Capital Management, LLC
N/A—2,923-2,923-100%$659.1K———
Caxton Associates LLP
N/A—2,907-2,907-100%$655.5K———
Brookwood Investment Group LLC
N/A—2,845-2,845-100%$641.5K———
Dorsey & Whitney Trust Co LLC
N/A—2,800-2,800-100%$631.4K———
Coppell Advisory Solutions LLC
N/A—2,799-2,799-100%$451.1K———
Aptus Capital Advisors, LLC
N/A—2,769-2,769-100%$624.4K———
Leavell Investment Management, Inc.
N/A—2,760-2,760-100%$622.4K———
First American Trust, FSB
N/A—2,756-2,756-100%$621.4K———
NCM Capital Management, LLC
N/A—2,705-2,705-100%$610.0K———
Bragg Financial Advisors, Inc
N/A—2,642-2,642-100%$595.7K———
Cornerstone Select Advisors, LLC
N/A—2,617-2,617-100%$590.1K———
Ingalls & Snyder LLC
N/A—2,593-2,593-100%$585.0K———
Freestone Capital Holdings, LLC
N/A—2,512-2,512-100%$566.4K———
Strategies Wealth Advisors, LLC
N/A—2,452-2,452-100%$552.9K———
NorthRock Partners, LLC
N/A—2,363-2,363-100%$532.8K———
Cary Street Partners Financial LLC
N/A—2,356-2,356-100%$531.1K———
CreativeOne Wealth, LLC
N/A—2,261-2,261-100%$509.8K———
Simmons Bank
N/A—2,246-2,246-100%$506.5K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—2,221-2,221-100%$500.8K———
Nova Wealth Management, Inc.
N/A—2,194-2,194-100%$494.7K———
Panoramic Investment Advisors, LLC
N/A—2,159-2,159-100%$486.9K———
Betterment LLC
N/A—2,108-2,108-100%$475.0K———
Western Wealth Management, LLC
N/A—2,107-2,107-100%$475.0K———
Garden State Investment Advisory Services LLC
N/A—2,098-2,098-100%$473.0K———
Optas, LLC
N/A—2,078-2,078-100%$468.6K———
O'rourke & Company, Inc
N/A—2,071-2,071-100%$467.1K———
Composition Wealth, LLC
N/A—2,039-2,039-100%$459.8K———
Nicolet Bankshares Inc
N/A—2,034-2,034-100%$464.2K———
X-Square Capital, LLC
N/A—2,006-2,006-100%$452.0K———
UBS Asset Management Americas LLC
N/A—1,984-1,984-100%$447.4K———
Vertex Planning Partners, LLC
N/A—1,950-1,950-100%$439.7K———
First Manhattan Co. Llc.
N/A—1,927-1,927-100%$434.5K———
Financial Engines Advisors L.L.C.
N/A—1,925-1,925-100%$434.1K———
Neuberger Berman Group LLC
N/A—1,906-1,906-100%$429.8K———
Integrated Wealth Concepts LLC
N/A—1,905-1,905-100%$429.5K———
Maxele Advisors, LLC
N/A—1,883-1,883-100%$424.6K———
Timbuktu Capital Management, LLC
N/A—1,880-1,880-100%$423.8K———
American Money Management, LLC
N/A—1,805-1,805-100%$407.1K———
D. E. Shaw & Co., Inc.
N/A—1,773-1,773-100%$399.8K———
Focus Partners Advisor Solutions, LLC
N/A—1,695-1,695-100%$382.4K———
Modern Wealth Management, LLC
N/A—1,681-1,681-100%$379.1K———
Huntington National Bank
N/A—1,678-1,678-100%$378.4K———
Kingsview Wealth Management, LLC
N/A—1,624-1,624-100%$366.2K———
Transcend Capital Advisors, LLC
N/A—1,600-1,600-100%$360.9K———
Bravias Capital Group, LLC
N/A—1,497-1,497-100%$337.6K———
Geneos Wealth Management Inc.
N/A—1,462-1,462-100%$329.7K———
Florida Financial Advisors, LLC
N/A—1,443-1,443-100%$325.5K———
Christine Messmer PC
N/A—1,442-1,442-100%$325.1K———
Boston Family Office LLC
N/A—1,427-1,427-100%$322.0K———
Avalon Trust Co
N/A—1,425-1,425-100%$321.3K———
Fortis Capital Advisors, LLC
N/A—1,411-1,411-100%$318.2K———
National Bank of Canada
N/A—1,392-1,392-100%$316.4K———
Jacobs Equity LLC
N/A—1,369-1,369-100%$308.7K———
Flow Traders U.S. LLC
N/A—1,356-1,356-100%$306.0K———
Marshall Wace, LLP
N/A—1,330-1,330-100%$299.9K———
Kintra Wealth, LLC
N/A—1,320-1,320-100%$307.8K———
Baird Financial Group, Inc.
N/A—1,298-1,298-100%$292.7K———
QRG Capital Management, Inc.
N/A—1,294-1,294-100%$291.8K———
Regal Investment Advisors LLC
N/A—1,289-1,289-100%$290.5K———
Jane Street Group, LLC
N/A—1,252-1,252-100%$282.3K———
Peapack Gladstone Financial Corp
N/A—1,237-1,237-100%$279.0K———
Range Advisory, LLC
N/A—1,228-1,228-100%$277.0K———
World Investment Advisors
N/A—1,218-1,218-100%$273.7K———
Rock Point Advisors, LLC
N/A—1,205-1,205-100%$271.7K———
IMA Advisory Services, Inc.
N/A—1,182-1,182-100%$266.5K———
Graney & King, LLC
N/A—1,181-1,181-100%$266.3K———
Federation des caisses Desjardins du Quebec
N/A—1,176-1,176-100%$265.2K———
Wall Street Financial Group, Inc.
N/A—1,171-1,171-100%$264.0K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—1,167-1,167-100%$263.1K———
Cannell & Spears LLC
N/A—1,152-1,152-100%$259.8K———
Pine Valley Investments Ltd Liability Co
N/A—1,137-1,137-100%$256.5K———
Strategic Financial Concepts, LLC
N/A—1,096-1,096-100%$247.2K———
Sequoia Financial Advisors, LLC
N/A—1,086-1,086-100%$245.0K———
GWN Securities Inc.
N/A—1,071-1,071-100%$241.4K———
Gladstone Institutional Advisory LLC
N/A—1,070-1,070-100%$241.2K———
Two Sigma Securities, LLC
N/A—1,053-1,053-100%$237.4K———
Davis R M Inc
N/A—1,051-1,051-100%$237.0K———
CIBC Bancorp USA Inc.
N/A—1,035-1,035-100%$233.4K———
Compass Advisory Group LLC
N/A—1,032-1,032-100%$232.7K———
Ausdal Financial Partners, Inc.
N/A—1,023-1,023-100%$230.7K———
Apriem Advisors
N/A—1,000-1,000-100%$225.5K———
Arrowroot Family Office, LLC
N/A—945-945-100%$213.1K———
Octavia Wealth Advisors, LLC
N/A—934-934-100%$210.6K———
Wealthquest Corp
N/A—933-933-100%$210.4K———
VestGen Investment Management
N/A—932-932-100%$210.2K———
Elite Financial, Inc.
N/A—924-924-100%$208.0K———
Sound View Wealth Advisors Group, LLC
N/A—919-919-100%$207.3K———
Gateway Wealth Partners, LLC
N/A—918-918-100%$207.0K———
Cardiff Park Advisors, LLC
N/A—912-912-100%$205.8K———
Stonebridge Financial Group, LLC
N/A—904-904-100%$203.0K———
Daybright Advisory Services, Inc.
N/A—880-880-100%$202.8K———
EFG International AG
N/A—842-842-100%$189.9K———
Fiduciary Financial Advisors
N/A—816-816-100%$183.6K———
Fourth Dimension Wealth, LLC
N/A—630-630-100%$142.1K———
Capital Analysts, LLC
N/A—501-501-100%$113.0K———
Brown Brothers Harriman & Co
N/A—497-497-100%$112.1K———
Hills Bank & Trust Co
N/A—494-494-100%$111.4K———
Lummis Asset Management, LP
N/A—490-490-100%$113.4K———
TD Capital Management LLC
N/A—460-460-100%$103.7K———
HM Payson & Co
N/A—425-425-100%$95.8K———
Leo H. Evart, Inc.
N/A—389-389-100%$87.6K———
Truvestments Capital LLC
N/A—380-380-100%$85.7K———
Hantz Financial Services, Inc.
N/A—366-366-100%$83.0K———
IFG Advisory, LLC
N/A—347-347-100%$78.2K———
Ramirez Asset Management, Inc.
N/A—345-345-100%$77.8K———
ST Germain D J Co Inc
N/A—337-337-100%$76.0K———
Minot DeBlois Advisors LLC
N/A—327-327-100%$73.7K———
Horizon Bancorp Inc
N/A—300-300-100%$68.0K———
Liberty One Investment Management, LLC
N/A—286-286-100%$64.4K———
Westfuller Advisors, LLC
N/A—272-272-100%$61.2K———
Cbiz Investment Advisory Services, LLC
N/A—256-256-100%$57.5K———
Synergy Investment Management, LLC
N/A—255-255-100%$57.5K———
CNB Bank
N/A—243-243-100%$54.8K———
Franklin Resources Inc
N/A—235-235-100%$53.0K———
Glen Eagle Advisors, LLC
N/A—229-229-100%$51.6K———
Medallion Wealth Advisors, LLC
N/A—220-220-100%$49.6K———
VSM Wealth Advisory, LLC
N/A—189-189-100%$42.6K———
Vanguard National Trust Co
N/A—163-163-100%$36.8K———
Founders Financial Alliance, LLC
N/A—160-160-100%$36.0K———
Atomic Invest LLC
N/A—158-158-100%$36.2K———
FAS Wealth Partners, Inc.
N/A—155-155-100%$34.9K———
Crewe Advisors LLC
N/A—150-150-100%$33.8K———
Godfrey Financial Associates, Inc.
N/A—146-146-100%$32.9K———
Glenmede Trust Co NA
N/A—141-141-100%$31.8K———
Atlantic Union Bankshares Corp
N/A—140-140-100%$31.6K———
Paladin Advisory Group, LLC
N/A—136-136-100%$30.7K———
Manning & Napier Advisors LLC
N/A—114-114-100%$26.1K———
Harborfront Financial Group LLC
N/A—104-104-100%$23.5K———
Raffa Wealth Management, LLC
N/A—101-101-100%$22.8K———
Park Place Capital Corp
N/A—100-100-100%$22.5K———
SHP Wealth Management
N/A—94-94-100%$21.2K———
Front Row Advisors LLC
N/A—90-90-100%$20.7K———
Glassman Wealth Services
N/A—86-86-100%$19.4K———
Bessemer Group Inc
N/A—75-75-100%$17.0K———
Game Plan Financial Advisors, LLC
N/A—69-69-100%$15.6K———
Oxford Financial Group, Ltd. LLC
N/A—66-66-100%$14.9K———
JDM Financial Group LLC
N/A—65-65-100%$14.7K———
Ameriflex Group, Inc.
N/A—64-64-100%$14.4K———
Integrity Financial Corp
N/A—62-62-100%$14.0K———
Monetary Management Group Inc
N/A—60-60-100%$13.5K———
Ankerstar Wealth, LLC
N/A—47-47-100%$10.6K———
Providence Capital Advisors, LLC
N/A—45-45-100%$10.1K———
WealthCollab, LLC
N/A—37-37-100%$8.3K———
Cheviot Value Management, LLC
N/A—35-35-100%$7.9K———
Victory Capital Management Inc
N/A—34-34-100%$7.7K———
Transamerica Financial Advisors, LLC
N/A—30-30-100%$6.8K———
Kayne Anderson Rudnick Investment Management LLC
N/A—27-27-100%$6.1K———
Mcguire Capital Advisors Inc
N/A—25-25-100%$5.6K———
Ancora Advisors LLCA
N/A—17-17-100%$3.8K———
Lazard Asset Management LLC
N/A—15-15-100%$3.4K———
Allied Private Wealth LLC
N/A—15-15-100%$3.4K———
GW&K Investment Management, LLC
N/A—15-15-100%$3———
FWL Investment Management, LLC
N/A—14-14-100%$3.2K———
Continuum Advisory, LLC
N/A—4-4-100%$902———
Darwin Wealth Management, LLC
N/A—00—$193———
Showing 709 of 709 institutions