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Vanguard Energy ETF (VDE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares887,890 from 845,537
Change+42,353 (+5%)
Value$152.9M (+$25.9M)
Filed 2026-11-06
Beacon Capital Management, Inc.
DECREASED
Shares575,234 from 614,009
Change-38,775 (-6%)
Value$99.0M (+$6.9M)
Filed 2026-10-13
Greenwood Gearhart LLC
INCREASED
Shares189,497 from 187,545
Change+1,952 (+1%)
Value$32.6M (+$4.5M)
Filed 2026-11-02
Evergreen Capital Management LLC
INCREASED
Shares145,617 from 145,342
Change+275 (+0%)
Value$25.1M (+$3.2M)
Filed 2026-10-23
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares134,304 from 132,853
Change+1,451 (+1%)
Value$23.1K (-$19.9M)
Filed 2026-11-02
Allen Wealth Management, LLC
INCREASED
Shares104,761 from 100,242
Change+4,519 (+5%)
Value$18.0M (+$3.0M)
Filed 2026-10-29
PNC Financial Services Group, Inc.
DECREASED
Shares100,018 from 100,926
Change-908 (-1%)
Value$17.2M (+$2.1M)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares87,193 from 93,592
Change-6,399 (-7%)
Value$15.0M (+$960.1K)
Filed 2026-11-02
CMH Wealth Management LLC
INCREASED
Shares82,242 from 79,777
Change+2,465 (+3%)
Value$14.2M (+$2.2M)
Filed 2026-10-22
Grove Bank & Trust
INCREASED
Shares78,536 from 36,816
Change+41,720 (+113%)
Value$13.5M (+$8.0M)
Filed 2026-10-08
Lido Advisors, LLC
INCREASED
Shares66,580 from 61,534
Change+5,046 (+8%)
Value$11.5M (+$2.2M)
Filed 2026-11-04
Creative Planning
DECREASED
Shares64,562 from 79,125
Change-14,563 (-18%)
Value$11.1M (-$764.1K)
Filed 2026-11-02
Bfsg, LLC
DECREASED
Shares62,732 from 65,083
Change-2,351 (-4%)
Value$10.8M (+$1.0M)
Filed 2026-10-30
Fifth Third Bancorp
DECREASED
Shares54,270 from 60,380
Change-6,110 (-10%)
Value$9.3M (+$278.3K)
Filed 2026-11-05
Montag A & Associates Inc
INCREASED
Shares50,325 from 37,024
Change+13,301 (+36%)
Value$8.7M (+$3.1M)
Filed 2026-10-29
Kestra Advisory Services, LLC
INCREASED
Shares49,445 from 42,920
Change+6,525 (+15%)
Value$8.5M (+$2.1M)
Filed 2026-11-02
HWG Holdings LP
NEW
Shares47,642
Change+47,642
Value$8.2M
Filed 2026-10-08
KCM Investment Advisors LLC
INCREASED
Shares47,630 from 47,440
Change+190 (+0%)
Value$8.2M (+$1.1M)
Filed 2026-10-27
Choreo, LLC
INCREASED
Shares45,347 from 45,277
Change+70 (+0%)
Value$7.8M (+$1.0M)
Filed 2026-10-28
Prospera Financial Services Inc
DECREASED
Shares43,538 from 45,175
Change-1,637 (-4%)
Value$8.5M (+$1.7M)
Filed 2026-11-04
Atria Investments, Inc
INCREASED
Shares43,197 from 42,020
Change+1,177 (+3%)
Value$7.4M (+$1.1M)
Filed 2026-10-15
Miramontes Capital, LLC
DECREASED
Shares42,207 from 43,546
Change-1,339 (-3%)
Value$7.3M (+$728.8K)
Filed 2026-10-19
Gerald Baker Financial Group LLC
INCREASED
Shares41,534 from 41,521
Change+13 (+0%)
Value$7.2M (+$916.9K)
Filed 2026-10-09
Strengthening Families & Communities, LLC
INCREASED
Shares40,986 from 40,677
Change+309 (+1%)
Value$7.1M (+$949.3K)
Filed 2026-10-21
Guardian Wealth Management, LLC
DECREASED
Shares36,914 from 38,044
Change-1,130 (-3%)
Value$6.4M (+$643.6K)
Filed 2026-10-14
Truist Financial Corp
INCREASED
Shares35,592 from 31,884
Change+3,708 (+12%)
Value$6.1M (+$1.3M)
Filed 2026-10-30
M Holdings Securities, Inc.
DECREASED
Shares35,437 from 37,063
Change-1,626 (-4%)
Value$6.6K (+$997)
Filed 2026-11-03
Royal Fund Management, LLC
INCREASED
Shares34,190 from 32,252
Change+1,938 (+6%)
Value$5.9M (+$1.0M)
Filed 2026-10-22
Assetmark, Inc
DECREASED
Shares33,578 from 42,573
Change-8,995 (-21%)
Value$5.8M (-$610.7K)
Filed 2026-10-21
GoalFusion Wealth Management, LLC
DECREASED
Shares32,493 from 34,639
Change-2,146 (-6%)
Value$5.6M (+$393.6K)
Filed 2026-10-06
Journey Advisory Group, LLC
DECREASED
Shares31,668 from 32,074
Change-406 (-1%)
Value$5.5M (+$636.7K)
Filed 2026-11-04
CX Institutional
INCREASED
Shares30,700 from 30,284
Change+416 (+1%)
Value$5.3K (+$738)
Filed 2026-10-02
Concurrent Investment Advisors, LLC
INCREASED
Shares29,842 from 27,752
Change+2,090 (+8%)
Value$5.1M (+$971.1K)
Filed 2026-10-16
Parallel Advisors, LLC
DECREASED
Shares28,971 from 29,890
Change-919 (-3%)
Value$5.0M (+$500.2K)
Filed 2026-11-03
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares28,265 from 30,473
Change-2,208 (-7%)
Value$4.6M (+$331.4K)
Filed 2026-10-13
Ashton Thomas Private Wealth, LLC
INCREASED
Shares28,245 from 26,815
Change+1,430 (+5%)
Value$4.9M (+$836.9K)
Filed 2026-11-03
Seamount Financial Group Inc
INCREASED
Shares27,894 from 26,520
Change+1,374 (+5%)
Value$4.8M (+$820.8K)
Filed 2026-10-21
Thrivent Financial for Lutherans
INCREASED
Shares26,598 from 26,342
Change+256 (+1%)
Value$4.6K (-$4.0M)
Filed 2026-11-05
Retirement Planning Group, LLC
INCREASED
Shares25,870 from 24,029
Change+1,841 (+8%)
Value$4.5M (+$846.3K)
Filed 2026-10-19
Keudell ison Wealth Management
INCREASED
Shares25,827 from 25,412
Change+415 (+2%)
Value$4.4M (+$631.3K)
Filed 2026-10-16
Valmark Advisers, Inc.
DECREASED
Shares25,303 from 25,743
Change-440 (-2%)
Value$4.4M (+$491.5K)
Filed 2026-11-06
Uptown Financial Advisors LLC
DECREASED
Shares25,078 from 25,298
Change-220 (-1%)
Value$4.3M (+$519.5K)
Filed 2026-10-15
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares24,691 from 27,171
Change-2,480 (-9%)
Value$4.3M (+$171.6K)
Filed 2026-10-05
Cherry Creek Investment Advisors, Inc.
DECREASED
Shares23,039 from 23,176
Change-137 (-1%)
Value$4.0M (+$487.1K)
Filed 2026-10-14
Stegent Equity Advisors, Inc.
INCREASED
Shares21,999 from 21,748
Change+251 (+1%)
Value$3.8M (+$522.3K)
Filed 2026-10-13
Sarasin & Partners LLP
DECREASED
Shares21,381 from 21,605
Change-224 (-1%)
Value$3.7M (+$437.4K)
Filed 2026-10-13
Smallwood Wealth Investment Management, LLC
DECREASED
Shares21,287 from 23,274
Change-1,987 (-9%)
Value$3.7M (+$170.6K)
Filed 2026-10-30
My Personal CFO, LLC
DECREASED
Shares21,188 from 21,496
Change-308 (-1%)
Value$3.6M (+$420.6K)
Filed 2026-10-14
D.A. Davidson & Co.
DECREASED
Shares20,766 from 22,283
Change-1,517 (-7%)
Value$3.6M (+$229.7K)
Filed 2026-10-28
Go Invest LLC
INCREASED
Shares20,544 from 19,415
Change+1,129 (+6%)
Value$3.5M (+$622.2K)
Filed 2026-10-09
AlphaCore Capital LLC
DECREASED
Shares20,287 from 21,933
Change-1,646 (-7%)
Value$3.5M (+$199.8K)
Filed 2026-11-04
Brookstone Capital Management
DECREASED
Shares20,286 from 42,540
Change-22,254 (-52%)
Value$3.5M (-$2.9M)
Filed 2026-10-22
North Forty Two & Co.
DECREASED
Shares19,762 from 20,072
Change-310 (-2%)
Value$3.4M (+$388.8K)
Filed 2026-10-19
Simplicity Wealth,LLC
INCREASED
Shares19,284 from 15,746
Change+3,538 (+22%)
Value$3.3M (+$956.1K)
Filed 2026-10-23
Founders Grove Wealth Partners, LLC
INCREASED
Shares18,409 from 18,141
Change+268 (+1%)
Value$3.2M (+$445.8K)
Filed 2026-10-16
Waldron Private Wealth LLC
DECREASED
Shares18,170 from 23,694
Change-5,524 (-23%)
Value$3.1M (-$429.0K)
Filed 2026-11-02
HB Wealth Management, LLC
INCREASED
Shares18,121 from 14,495
Change+3,626 (+25%)
Value$3.1M (+$943.5K)
Filed 2026-10-23
Financial Freedom, LLC
DECREASED
Shares17,828 from 17,854
Change-26 (0%)
Value$3.1M (+$388.7K)
Filed 2026-11-06
Bokf, NA
DECREASED
Shares17,644 from 17,920
Change-276 (-2%)
Value$3.0M (+$347.3K)
Filed 2026-10-27
Citizens Financial Group Inc
DECREASED
Shares17,580 from 22,856
Change-5,276 (-23%)
Value$3.0M (-$404.8K)
Filed 2026-10-23
RFG Holdings, Inc.
DECREASED
Shares16,868 from 18,095
Change-1,227 (-7%)
Value$2.9M (+$187.4K)
Filed 2026-10-30
Dahring | Cusmano LLC
INCREASED
Shares16,804 from 5,683
Change+11,121 (+196%)
Value$2.9M (+$2.0M)
Filed 2026-11-03
Mission Wealth Management, LP
DECREASED
Shares16,405 from 20,738
Change-4,333 (-21%)
Value$2.8M (-$289.1K)
Filed 2026-10-15
Buck Wealth Strategies, LLC
INCREASED
Shares15,740 from 8,451
Change+7,289 (+86%)
Value$2.7M (+$1.4M)
Filed 2026-10-28
WBH Advisory Inc
DECREASED
Shares15,454 from 15,654
Change-200 (-1%)
Value$2.7M (+$310.4K)
Filed 2026-11-05
Independent Financial Group, LLC
DECREASED
Shares15,375 from 16,804
Change-1,429 (-8%)
Value$2.6M (+$124.3K)
Filed 2026-10-13
Bank of New York Mellon Corp
DECREASED
Shares14,287 from 14,329
Change-42 (0%)
Value$2.5M (+$308.4K)
Filed 2026-11-05
Y-Intercept (Hong Kong) Ltd
INCREASED
Shares14,220 from 6,015
Change+8,205 (+136%)
Value$2.4M (+$1.5M)
Filed 2026-10-16
Sigma Planning Corp
DECREASED
Shares13,808 from 14,678
Change-870 (-6%)
Value$2.3M (+$82.8K)
Filed 2026-10-23
Shuttleworth & Co
DECREASED
Shares13,120 from 13,123
Change-3 (0%)
Value$2.3M (+$288.6K)
Filed 2026-10-30
Brighton Jones LLC
DECREASED
Shares12,799 from 14,487
Change-1,688 (-12%)
Value$2.2M (+$28.6K)
Filed 2026-11-03
Evolution Wealth Advisors, LLC
INCREASED
Shares12,701 from 12,485
Change+216 (+2%)
Value$2.2M (+$312.2K)
Filed 2026-11-03
Gibraltar Capital Management, Inc.
INCREASED
Shares12,605 from 12,575
Change+30 (+0%)
Value$2.2M (+$282.2K)
Filed 2026-10-27
Salomon & Ludwin, LLC
DECREASED
Shares12,327 from 12,627
Change-300 (-2%)
Value$2.1M (+$240.7K)
Filed 2026-10-29
Accel Wealth Management
INCREASED
Shares12,280 from 12,175
Change+105 (+1%)
Value$2.1M (+$286.3K)
Filed 2026-10-13
Trust Co of Oklahoma
DECREASED
Shares12,161 from 12,493
Change-332 (-3%)
Value$2.1M (+$218.1K)
Filed 2026-10-15
Bonfire Financial
INCREASED
Shares12,098 from 11,911
Change+187 (+2%)
Value$2.1M (+$294.0K)
Filed 2026-11-06
Citigroup Inc
INCREASED
Shares11,885 from 11,009
Change+876 (+8%)
Value$2.0M (+$393.3K)
Filed 2026-11-04
Stapp Wealth Management, Pllc
DECREASED
Shares11,459 from 11,530
Change-71 (-1%)
Value$2.0M (+$241.7K)
Filed 2026-10-15
Blue Trust, Inc.
DECREASED
Shares11,163 from 11,483
Change-320 (-3%)
Value$1.9M (+$197.8K)
Filed 2026-10-15
Patriot Investment Management Group, Inc.
INCREASED
Shares11,162 from 10,937
Change+225 (+2%)
Value$1.9M (+$279.7K)
Filed 2026-10-15
Curran Financial Partners, LLC
NEW
Shares11,073
Change+11,073
Value$1.9M
Filed 2026-11-04
Savant Capital, LLC
DECREASED
Shares10,896 from 15,314
Change-4,418 (-29%)
Value$1.9M (-$613.0K)
Filed 2026-11-06
Partners Wealth Management, LLC
DECREASED
Shares10,820 from 11,012
Change-192 (-2%)
Value$1.9M (+$209.6K)
Filed 2026-10-28
Fifth Third Securities, Inc.
DECREASED
Shares10,807 from 11,208
Change-401 (-4%)
Value$1.9M (+$177.9K)
Filed 2026-10-21
Park National Corp
DECREASED
Shares10,677 from 12,068
Change-1,391 (-12%)
Value$1.8M (+$26.4K)
Filed 2026-10-05
Oppenheimer & Co Inc
INCREASED
Shares10,232 from 10,130
Change+102 (+1%)
Value$1.8M (+$240.7K)
Filed 2026-10-26
Meridian Wealth Management, LLC
DECREASED
Shares9,978 from 10,979
Change-1,001 (-9%)
Value$1.7M (+$69.6K)
Filed 2026-11-05
Koshinski Asset Management, Inc.
UNCHANGED
Shares9,765 from 9,765
Change0 (0%)
Value$1.7M (+$215.1K)
Filed 2026-10-29
J.W. Cole Advisors, Inc.
INCREASED
Shares9,747 from 8,753
Change+994 (+11%)
Value$1.7M (+$364.0K)
Filed 2026-11-05
Noble Family Wealth, LLC
DECREASED
Shares9,706 from 10,113
Change-407 (-4%)
Value$1.7M (+$152.7K)
Filed 2026-10-26
Factor Wealth Management LTD
INCREASED
Shares9,636 from 7,284
Change+2,352 (+32%)
Value$1.7M (+$565.4K)
Filed 2026-10-08
Sharper & Granite LLC
INCREASED
Shares9,397 from 7,082
Change+2,315 (+33%)
Value$1.6M (+$562.8K)
Filed 2026-11-02
SBI Securities Co., Ltd.
DECREASED
Shares9,252 from 9,708
Change-456 (-5%)
Value$1.6M (+$135.4K)
Filed 2026-10-22
Merit Financial Group, LLC
DECREASED
Shares9,154 from 9,286
Change-132 (-1%)
Value$1.6M (+$181.9K)
Filed 2026-11-06
Carolina Wealth Management Inc
UNCHANGED
Shares9,033 from 9,033
Change0 (0%)
Value$1.6M (+$199.0K)
Filed 2026-10-29
Raab & Moskowitz Asset Management LLC
INCREASED
Shares8,860 from 8,123
Change+737 (+9%)
Value$1.5M (+$305.9K)
Filed 2026-11-02
NWF Advisory Services Inc.
DECREASED
Shares8,787 from 8,804
Change-17 (0%)
Value$1.5M (+$191.0K)
Filed 2026-10-19
Summit Investment Advisors, Inc.\KS
INCREASED
Shares8,689 from 6,085
Change+2,604 (+43%)
Value$1.5M (+$582.5K)
Filed 2026-11-05
Baker Ellis Asset Management LLC
INCREASED
Shares8,675 from 8,175
Change+500 (+6%)
Value$1.5M (+$266.2K)
Filed 2026-10-14
Surience Private Wealth LLC
NEW
Shares8,629
Change+8,629
Value$1.5M
Filed 2026-10-16
Valeo Financial Advisors, LLC
DECREASED
Shares8,357 from 8,723
Change-366 (-4%)
Value$1.4M (+$129.1K)
Filed 2026-10-08
Cornerstone Wealth Management, LLC
DECREASED
Shares8,311 from 11,768
Change-3,457 (-29%)
Value$1.4M (-$335.9K)
Filed 2026-11-04
Salem Investment Counselors Inc
UNCHANGED
Shares8,234 from 8,234
Change0 (0%)
Value$1.4M (+$181.4K)
Filed 2026-10-13
55 North Private Wealth, LLC
INCREASED
Shares8,193 from 8,000
Change+193 (+2%)
Value$1.4M (+$209.4K)
Filed 2026-10-20
Farther Finance Advisors, LLC
DECREASED
Shares8,171 from 8,550
Change-379 (-4%)
Value$1.4M (+$123.1K)
Filed 2026-10-08
Sonata Capital Group Inc
INCREASED
Shares8,020 from 7,920
Change+100 (+1%)
Value$1.4M (+$191.7K)
Filed 2026-10-19
Nations Financial Group Inc,
INCREASED
Shares7,827 from 7,566
Change+261 (+3%)
Value$1.3M (+$211.6K)
Filed 2026-11-05
TCI Wealth Advisors, Inc.
DECREASED
Shares7,678 from 7,872
Change-194 (-2%)
Value$1.3M (+$140.0K)
Filed 2026-10-30
CoreCap Advisors, LLC
DECREASED
Shares7,494 from 8,134
Change-640 (-8%)
Value$1.3M (+$69.1K)
Filed 2026-10-08
Cove Private Wealth, LLC
UNCHANGED
Shares7,375 from 7,375
Change0 (0%)
Value$1.3M (+$162.5K)
Filed 2026-10-28
Versant Capital Management, Inc
INCREASED
Shares6,970 from 6,966
Change+4 (+0%)
Value$1.2M (+$154.3K)
Filed 2026-10-02
Modera Wealth Management, LLC
INCREASED
Shares6,957 from 6,323
Change+634 (+10%)
Value$1.2M (+$248.4K)
Filed 2026-10-28
Capital Wealth Alliance, LLC
DECREASED
Shares6,686 from 14,695
Change-8,009 (-54%)
Value$1.2M (-$1.1M)
Filed 2026-10-20
Vise Technologies, Inc.
INCREASED
Shares6,587 from 5,225
Change+1,362 (+26%)
Value$1.1M (+$349.6K)
Filed 2026-10-29
Financial Management Network Inc
INCREASED
Shares6,558 from 6,557
Change+1 (+0%)
Value$1.2M (+$86.4K)
Filed 2026-10-09
Fisher Asset Management, LLC
DECREASED
Shares6,546 from 8,094
Change-1,548 (-19%)
Value$1.1M (-$88.1K)
Filed 2026-11-06
Praetorian Wealth Management, Inc.
DECREASED
Shares6,520 from 6,629
Change-109 (-2%)
Value$1.1M (+$127.3K)
Filed 2026-10-16
Allworth Financial LP
INCREASED
Shares6,516 from 6,482
Change+34 (+1%)
Value$978.3K (+$5.1K)
Filed 2026-11-06
RFG Advisory, LLC
DECREASED
Shares6,402 from 9,209
Change-2,807 (-30%)
Value$1.1M (-$280.4K)
Filed 2026-11-03
Blackston Financial Advisory Group, LLC
DECREASED
Shares6,161 from 6,254
Change-93 (-1%)
Value$1.1M (+$121.8K)
Filed 2026-11-04
Woodward Diversified Capital, LLC
DECREASED
Shares6,127 from 6,401
Change-274 (-4%)
Value$1.1M (+$93.8K)
Filed 2026-10-21
Financial Perspectives, Inc
DECREASED
Shares6,111 from 6,249
Change-138 (-2%)
Value$1.1M (+$114.0K)
Filed 2026-11-03
Global Strategic Investment Solutions, LLC
UNCHANGED
Shares6,093 from 6,093
Change0 (0%)
Value$1.0M (+$134.2K)
Filed 2026-10-16
Fee-Only Financial Planning, L.C.
DECREASED
Shares6,000 from 6,400
Change-400 (-6%)
Value$1.0M (+$72.1K)
Filed 2026-10-23
Parsons Capital Management Inc
INCREASED
Shares5,999 from 5,698
Change+301 (+5%)
Value$1.0M (+$177.3K)
Filed 2026-10-28
Prime Capital Investment Advisors, LLC
DECREASED
Shares5,656 from 6,409
Change-753 (-12%)
Value$973.7K (+$11.6K)
Filed 2026-10-20
Phillips Financial Management, LLC
DECREASED
Shares5,565 from 5,664
Change-99 (-2%)
Value$958.1K (+$107.7K)
Filed 2026-10-19
Tranquility Partners, LLC
UNCHANGED
Shares5,550 from 5,550
Change0 (0%)
Value$955.5K (+$122.3K)
Filed 2026-10-20
Krilogy Financial LLC
INCREASED
Shares5,549 from 5,331
Change+218 (+4%)
Value$1.0M (+$223.9K)
Filed 2026-10-13
First Bancorp, Inc
DECREASED
Shares5,546 from 5,796
Change-250 (-4%)
Value$954.8K (+$84.6K)
Filed 2026-10-26
Center for Financial Planning, Inc.
INCREASED
Shares5,518 from 5,494
Change+24 (+0%)
Value$950.0K (+$125.2K)
Filed 2026-10-26
Focus Financial Network, Inc.
INCREASED
Shares5,510 from 5,477
Change+33 (+1%)
Value$948.5K (+$126.3K)
Filed 2026-10-14
Kohmann Bosshard Financial Services, LLC
INCREASED
Shares5,500 from 5,235
Change+265 (+5%)
Value$946.9K (+$160.9K)
Filed 2026-11-04
Signature Estate & Investment Advisors LLC
INCREASED
Shares5,474 from 5,443
Change+31 (+1%)
Value$942.4K (+$125.3K)
Filed 2026-10-13
Colony Family Offices, LLC
UNCHANGED
Shares5,471 from 5,471
Change0 (0%)
Value$941.9K (+$120.5K)
Filed 2026-10-22
CGN Advisors LLC
DECREASED
Shares5,444 from 5,690
Change-246 (-4%)
Value$937.2K (+$82.9K)
Filed 2026-10-21
Fiduciary Alliance LLC
DECREASED
Shares5,269 from 5,317
Change-48 (-1%)
Value$907.1K (+$108.8K)
Filed 2026-10-13
Laurel OAK Wealth Management, LLC
DECREASED
Shares5,269 from 5,302
Change-33 (-1%)
Value$907.2K (+$111.3K)
Filed 2026-10-19
Axxcess Wealth Management, LLC
INCREASED
Shares5,268 from 5,222
Change+46 (+1%)
Value$906.9K (+$123.0K)
Filed 2026-10-21
Evanson Financial, LLC
INCREASED
Shares5,253 from 5,237
Change+16 (+0%)
Value$904.3K (+$118.0K)
Filed 2026-10-23
MontVue Capital Management, Inc.
UNCHANGED
Shares5,156 from 5,156
Change0 (0%)
Value$887.6K (+$113.6K)
Filed 2026-10-19
Nordwand Advisors, LLC
DECREASED
Shares5,140 from 5,240
Change-100 (-2%)
Value$884.9K (+$98.2K)
Filed 2026-11-05
Exchange Traded Concepts, LLC
DECREASED
Shares5,128 from 26,932
Change-21,804 (-81%)
Value$882.8K (-$3.2M)
Filed 2026-10-28
Wedmont Private Capital
INCREASED
Shares5,102 from 4,643
Change+459 (+10%)
Value$931.6K (+$209.6K)
Filed 2026-10-09
Park Avenue Securities LLC
NEW
Shares5,096
Change+5,096
Value$877
Filed 2026-10-26
First Financial Corp
DECREASED
Shares5,038 from 5,289
Change-251 (-5%)
Value$867.3K (+$73.3K)
Filed 2026-10-13
Argentarii, LLC
UNCHANGED
Shares4,985 from 4,985
Change0 (0%)
Value$858.2K (+$997)
Filed 2026-10-28
Cypress Wealth Services, LLC
INCREASED
Shares4,882 from 4,858
Change+24 (+0%)
Value$872.2K (+$142.9K)
Filed 2026-10-21
Sidoxia Capital Management, LLC
INCREASED
Shares4,874 from 4,571
Change+303 (+7%)
Value$839.1K (+$152.9K)
Filed 2026-10-28
TMB Capital Partners, LLC
DECREASED
Shares4,841 from 4,948
Change-107 (-2%)
Value$833.4K (+$90.6K)
Filed 2026-10-20
Avantax Planning Partners, Inc.
INCREASED
Shares4,711 from 4,621
Change+90 (+2%)
Value$811.0K (+$117.3K)
Filed 2026-11-03
John A. Wolfe & Associates, Inc.
DECREASED
Shares4,695 from 4,804
Change-109 (-2%)
Value$808.4K (+$87.1K)
Filed 2026-11-06
Jm2 Capital Inc.
UNCHANGED
Shares4,636 from 4,636
Change0 (0%)
Value$798.1K (+$102.1K)
Filed 2026-10-14
Carnegie Investment Counsel
DECREASED
Shares4,470 from 4,935
Change-465 (-9%)
Value$769.6K (+$28.7K)
Filed 2026-10-20
Indivisible Partners
NEW
Shares4,419
Change+4,419
Value$760.8K
Filed 2026-10-26
Bailard, Inc.
DECREASED
Shares4,417 from 4,442
Change-25 (-1%)
Value$760.4K (+$93.6K)
Filed 2026-10-13
J. Safra Sarasin Holding AG
UNCHANGED
Shares4,400 from 4,400
Change0 (0%)
Value$761.4K ($0)
Filed 2026-10-26
American Institute for Advanced Investment Management, LLP
INCREASED
Shares4,395 from 4,055
Change+340 (+8%)
Value$756.6K (+$147.9K)
Filed 2026-11-03
PDS Planning, Inc
DECREASED
Shares4,228 from 5,067
Change-839 (-17%)
Value$728.0K (-$32.8K)
Filed 2026-11-03
Daymark Wealth Partners, LLC
INCREASED
Shares4,206 from 3,656
Change+550 (+15%)
Value$724.2K (+$175.3K)
Filed 2026-11-04
Global Wealth Management, LLC
INCREASED
Shares4,165 from 4,140
Change+25 (+1%)
Value$717.1K (+$95.5K)
Filed 2026-10-15
Avidian Wealth Enterprises, LLC
INCREASED
Shares4,145 from 1,394
Change+2,751 (+197%)
Value$713.6K (+$504.4K)
Filed 2026-10-08
Investment Research & Advisory Group, Inc.
INCREASED
Shares4,135 from 4,110
Change+25 (+1%)
Value$711.9K (+$94.8K)
Filed 2026-10-19
Union Savings Bank
UNCHANGED
Shares4,071 from 4,071
Change0 (0%)
Value$700.9K (+$89.7K)
Filed 2026-10-14
Sheets Smith Wealth Management
DECREASED
Shares4,045 from 5,768
Change-1,723 (-30%)
Value$696.3K (-$169.6K)
Filed 2026-10-16
Institute for Wealth Management, Llc.
DECREASED
Shares4,026 from 4,345
Change-319 (-7%)
Value$693.1K (+$40.7K)
Filed 2026-11-06
Cora Capital Advisors LLC
DECREASED
Shares3,970 from 4,799
Change-829 (-17%)
Value$683.5K (-$37.1K)
Filed 2026-11-02
IVC Wealth Advisors LLC
UNCHANGED
Shares3,940 from 3,940
Change0 (0%)
Value$678.3K (+$86.8K)
Filed 2026-10-23
Heartwood Wealth Advisors LLC
UNCHANGED
Shares3,810 from 3,810
Change0 (0%)
Value$655.9K (+$83.9K)
Filed 2026-10-05
Kingswood Wealth Advisors, LLC
DECREASED
Shares3,796 from 3,816
Change-20 (-1%)
Value$653.5K (+$80.6K)
Filed 2026-10-23
Clearstead Advisors, LLC
INCREASED
Shares3,783 from 3,779
Change+4 (+0%)
Value$651.2K (+$83.8K)
Filed 2026-11-06
Guyasuta Investment Advisors Inc
UNCHANGED
Shares3,740 from 3,740
Change0 (0%)
Value$643.9K (+$82.4K)
Filed 2026-10-15
Graves Light Lenhart Wealth, Inc.
DECREASED
Shares3,683 from 3,734
Change-51 (-1%)
Value$634.1K (+$73.5K)
Filed 2026-10-09
TD Waterhouse Canada Inc.
UNCHANGED
Shares3,650 from 3,650
Change0 (0%)
Value$640.8K (+$95.8K)
Filed 2026-10-16
Chatham Capital Group, Inc.
INCREASED
Shares3,645 from 3,395
Change+250 (+7%)
Value$627.5K (+$117.8K)
Filed 2026-10-16
Avion Wealth
INCREASED
Shares3,642 from 3,619
Change+23 (+1%)
Value$626 (-$542.4K)
Filed 2026-11-04
Advantage Trust Co
UNCHANGED
Shares3,615 from 3,615
Change0 (0%)
Value$622.4K (+$79.6K)
Filed 2026-10-19
Univest Financial Corp
DECREASED
Shares3,614 from 3,660
Change-46 (-1%)
Value$622.2K (+$72.7K)
Filed 2026-11-05
Apollon Wealth Management, LLC
INCREASED
Shares3,614 from 3,569
Change+45 (+1%)
Value$622.1K (+$86.3K)
Filed 2026-10-23
Welch Group, LLC
INCREASED
Shares3,512 from 2,141
Change+1,371 (+64%)
Value$604.6K (+$283.2K)
Filed 2026-10-29
Soltis Investment Advisors LLC
DECREASED
Shares3,495 from 3,666
Change-171 (-5%)
Value$601.8K (+$51.4K)
Filed 2026-10-28
Verus Financial Partners, Inc.
INCREASED
Shares3,488 from 3,467
Change+21 (+1%)
Value$600.4K (+$80.0K)
Filed 2026-10-29
AdvisorNet Financial, Inc
INCREASED
Shares3,435 from 3,405
Change+30 (+1%)
Value$647.1K (+$136.0K)
Filed 2026-10-15
Altfest L J & Co Inc
DECREASED
Shares3,423 from 3,911
Change-488 (-12%)
Value$589.2K (+$2.0K)
Filed 2026-10-27
High Net Worth Advisory Group LLC
INCREASED
Shares3,403 from 3,384
Change+19 (+1%)
Value$586.0K (+$77.8K)
Filed 2026-10-26
Integrity Alliance, Llc.
INCREASED
Shares3,332 from 3,203
Change+129 (+4%)
Value$573.6K (+$92.8K)
Filed 2026-10-29
Garde Capital, Inc.
INCREASED
Shares3,295 from 3,172
Change+123 (+4%)
Value$567.3K (+$91.1K)
Filed 2026-10-29
NorthCrest Asset Manangement, LLC
UNCHANGED
Shares3,287 from 3,287
Change0 (0%)
Value$600.2K (+$91.3K)
Filed 2026-10-13
Principle Wealth Partners LLC
DECREASED
Shares3,285 from 3,511
Change-226 (-6%)
Value$565.6K (+$38.5K)
Filed 2026-11-02
Clear Wave Wealth Management LLC
UNCHANGED
Shares3,250 from 3,250
Change0 (0%)
Value$559.6K (+$71.6K)
Filed 2026-11-04
Davenport & Co LLC
DECREASED
Shares3,247 from 3,431
Change-184 (-5%)
Value$559.0K (+$43.9K)
Filed 2026-10-14
Nilsine Partners, LLC
INCREASED
Shares3,212 from 3,184
Change+28 (+1%)
Value$553.0K (+$75.0K)
Filed 2026-11-02
Indiana Trust & Investment Management Co
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$550.9K (+$70.5K)
Filed 2026-10-22
Hoge Financial Services, LLC
DECREASED
Shares3,145 from 3,298
Change-153 (-5%)
Value$541.4K (+$46.3K)
Filed 2026-11-05
McClarren Financial Advisors, Inc.
INCREASED
Shares3,132 from 3,115
Change+17 (+1%)
Value$539.2K (+$71.6K)
Filed 2026-10-15
Advisor Resource Council
NEW
Shares3,113
Change+3,113
Value$553.7K
Filed 2026-11-05
TD Private Client Wealth LLC
DECREASED
Shares3,101 from 3,166
Change-65 (-2%)
Value$533.9K (+$58.6K)
Filed 2026-10-28
Capital Advantage, Inc.
INCREASED
Shares3,091 from 3,090
Change+1 (+0%)
Value$532.2K (+$68.3K)
Filed 2026-10-14
Cambridge Advisors Inc.
UNCHANGED
Shares3,073 from 3,073
Change0 (0%)
Value$529.0K (+$67.7K)
Filed 2026-10-19
Resonant Capital Advisors, LLC
DECREASED
Shares3,062 from 3,571
Change-509 (-14%)
Value$527.2K (-$9.0K)
Filed 2026-10-15
Manchester Capital Management LLC
UNCHANGED
Shares3,029 from 3,029
Change0 (0%)
Value$521.5K (+$66.7K)
Filed 2026-10-22
Blume Capital Management, Inc.
UNCHANGED
Shares3,010 from 3,010
Change0 (0%)
Value$518.2K (+$66.3K)
Filed 2026-10-26
Certified Advisory Corp
INCREASED
Shares3,009 from 2,933
Change+76 (+3%)
Value$518.0K (+$77.6K)
Filed 2026-10-29
Provenance Wealth Advisors, LLC
INCREASED
Shares2,993 from 2,936
Change+57 (+2%)
Value$515.3K (+$74.5K)
Filed 2026-10-30
Ted Buchan & Co
UNCHANGED
Shares2,901 from 2,901
Change0 (0%)
Value$499.4K (+$63.9K)
Filed 2026-10-23
Compass Financial Group, Inc
INCREASED
Shares2,879 from 2,571
Change+308 (+12%)
Value$495.7K (+$109.6K)
Filed 2026-10-13
Creative Financial Designs Inc
INCREASED
Shares2,867 from 885
Change+1,982 (+224%)
Value$493.7K (+$360.8K)
Filed 2026-11-04
Sherry Group, Inc.
INCREASED
Shares2,859 from 2,829
Change+30 (+1%)
Value$492.2K (+$64.2K)
Filed 2026-10-09
Solutions 4 Wealth, Ltd
UNCHANGED
Shares2,824 from 2,824
Change0 (0%)
Value$486.2K (+$62.2K)
Filed 2026-11-03
SteelPeak Wealth, LLC
NEW
Shares2,805
Change+2,805
Value$482.9K
Filed 2026-10-16
Trinity Financial Advisors LLC
INCREASED
Shares2,800 from 2,797
Change+3 (+0%)
Value$482.1K (+$62.2K)
Filed 2026-10-09
SC&H Financial Advisors, Inc.
INCREASED
Shares2,795 from 2,789
Change+6 (+0%)
Value$481.1K (+$62.5K)
Filed 2026-10-14
Yoder Wealth Management, Inc.
UNCHANGED
Shares2,733 from 2,733
Change0 (0%)
Value$470.5K (+$60.2K)
Filed 2026-10-13
Trust Point Inc.
UNCHANGED
Shares2,731 from 2,731
Change0 (0%)
Value$470.2K (+$60.2K)
Filed 2026-10-27
StoneX Group Inc.
DECREASED
Shares2,724 from 4,545
Change-1,821 (-40%)
Value$469.0K (-$240.5K)
Filed 2026-11-03
Avalon Capital Management
UNCHANGED
Shares2,718 from 2,718
Change0 (0%)
Value$467.9K (+$59.9K)
Filed 2026-11-04
Echo45 Advisors LLC
NEW
Shares2,717
Change+2,717
Value$467.8K
Filed 2026-10-07
Klingman & Associates, LLC
UNCHANGED
Shares2,707 from 2,707
Change0 (0%)
Value$466.0K (+$59.6K)
Filed 2026-10-20
Chemistry Wealth Management LLC
UNCHANGED
Shares2,699 from 2,699
Change0 (0%)
Value$464.7K (+$59.5K)
Filed 2026-10-16
Wealthcare Advisory Partners LLC
INCREASED
Shares2,686 from 1,837
Change+849 (+46%)
Value$462.4K (+$186.6K)
Filed 2026-10-21
Idaho Trust Co
DECREASED
Shares2,657 from 2,778
Change-121 (-4%)
Value$457.4K (+$40.4K)
Filed 2026-11-04
Plan Group Financial, LLC
INCREASED
Shares2,649 from 2,049
Change+600 (+29%)
Value$501.1K (+$193.5K)
Filed 2026-10-22
Peterson Wealth Advisors, LLC
INCREASED
Shares2,610 from 2,599
Change+11 (+0%)
Value$449.3K (+$59.1K)
Filed 2026-10-08
Diesslin Group, Inc.
INCREASED
Shares2,574 from 2,559
Change+15 (+1%)
Value$443.2K (+$59.0K)
Filed 2026-10-14
United Advisor Group, LLC
DECREASED
Shares2,573 from 3,112
Change-539 (-17%)
Value$443.0K (-$24.1K)
Filed 2026-11-03
Planning Strategies Inc.
UNCHANGED
Shares2,555 from 2,555
Change0 (0%)
Value$439.9K (+$56.3K)
Filed 2026-10-02
Independent Wealth Network Inc.
DECREASED
Shares2,535 from 2,542
Change-7 (0%)
Value$436.4K (+$54.8K)
Filed 2026-10-19
Bayshore Capital Advisors, LLC
UNCHANGED
Shares2,522 from 2,522
Change0 (0%)
Value$434.2K (+$55.6K)
Filed 2026-11-02
PKS Advisory Services, LLC
UNCHANGED
Shares2,522 from 2,522
Change0 (0%)
Value$378.6K ($0)
Filed 2026-10-26
Calder Financial LLC
DECREASED
Shares2,468 from 2,546
Change-78 (-3%)
Value$424.9K (+$42.6K)
Filed 2026-10-13
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED
Shares2,468 from 2,468
Change0 (0%)
Value$424.9K (+$54.4K)
Filed 2026-11-02
Steel Grove Capital Advisors, LLC
INCREASED
Shares2,467 from 2,375
Change+92 (+4%)
Value$424.7K (+$68.2K)
Filed 2026-10-13
Compass Ion Advisors, LLC
INCREASED
Shares2,433 from 2,365
Change+68 (+3%)
Value$418.8K (+$63.8K)
Filed 2026-10-23
Bluesphere Advisors LLC
UNCHANGED
Shares2,354 from 2,354
Change0 (0%)
Value$405.3K (+$51.9K)
Filed 2026-10-19
Firestone Capital Management
INCREASED
Shares2,329 from 2,203
Change+126 (+6%)
Value$400.9K (+$70.2K)
Filed 2026-11-03
Wedbush Securities Inc
INCREASED
Shares2,323 from 1,441
Change+882 (+61%)
Value$400 (-$215.6K)
Filed 2026-10-22
Northside Capital Management, LLC
UNCHANGED
Shares2,308 from 2,308
Change0 (0%)
Value$397.3K (+$50.8K)
Filed 2026-10-13
Colton Groome Financial Advisors, LLC
UNCHANGED
Shares2,305 from 2,305
Change0 (0%)
Value$396.8K (+$50.8K)
Filed 2026-10-06
Cowa, LLC
UNCHANGED
Shares2,300 from 2,300
Change0 (0%)
Value$396.0K (+$50.7K)
Filed 2026-10-30
Twelve Points Wealth Management LLC
INCREASED
Shares2,295 from 1,745
Change+550 (+32%)
Value$448.6K (+$186.6K)
Filed 2026-11-03
Fifth Third Wealth Advisors LLC
UNCHANGED
Shares2,290 from 2,290
Change0 (0%)
Value$394.2K (+$50.4K)
Filed 2026-10-22
RBA Wealth Management, LLC
DECREASED
Shares2,283 from 2,745
Change-462 (-17%)
Value$393.1K (-$19.0K)
Filed 2026-10-28
Chicago Partners Investment Group LLC
DECREASED
Shares2,254 from 2,652
Change-398 (-15%)
Value$435.0K (-$11.0K)
Filed 2026-10-27
Financial & Tax Architects, LLC
DECREASED
Shares2,229 from 2,554
Change-325 (-13%)
Value$383.8K (+$390)
Filed 2026-10-15
Beese Fulmer Investment Management, Inc.
UNCHANGED
Shares2,210 from 2,210
Change0 (0%)
Value$380.5K (+$48.7K)
Filed 2026-10-23
Titleist Asset Management, LLC
DECREASED
Shares2,203 from 2,569
Change-366 (-14%)
Value$379.4K (-$6.3K)
Filed 2026-10-08
US Bancorp \de\
INCREASED
Shares2,186 from 2,053
Change+133 (+6%)
Value$376.3K (+$68.1K)
Filed 2026-11-05
Covestor Ltd
INCREASED
Shares2,179 from 2,126
Change+53 (+2%)
Value$375 (-$318.6K)
Filed 2026-10-30
Sentinel Trust Co LBA
UNCHANGED
Shares2,170 from 2,170
Change0 (0%)
Value$374 (+$48)
Filed 2026-11-03
CRA Financial Services, LLC
DECREASED
Shares2,159 from 2,209
Change-50 (-2%)
Value$371.6K (+$40.0K)
Filed 2026-10-16
NorthLanding Financial Partners, LLC
INCREASED
Shares2,153 from 2,140
Change+13 (+1%)
Value$370.6K (+$49.3K)
Filed 2026-10-15
Harbor Asset Planning, Inc.
INCREASED
Shares2,132 from 1,802
Change+330 (+18%)
Value$367.2K (+$96.7K)
Filed 2026-10-23
Strategic Advocates LLC
INCREASED
Shares2,130 from 2,109
Change+21 (+1%)
Value$366.7K (+$50.1K)
Filed 2026-11-03
Optima Capital LLC
DECREASED
Shares2,123 from 2,258
Change-135 (-6%)
Value$365.5K (+$26.5K)
Filed 2026-10-29
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares2,114 from 2,417
Change-303 (-13%)
Value$364.0K (+$1.2K)
Filed 2026-10-30
Laurel Wealth Advisors LLC
UNCHANGED
Shares2,100 from 2,100
Change0 (0%)
Value$361.5K (+$46.3K)
Filed 2026-10-27
Opus Capital Group, LLC
INCREASED
Shares2,090 from 2,086
Change+4 (+0%)
Value$360 (-$312.6K)
Filed 2026-10-30
CWA Asset Management Group, LLC
UNCHANGED
Shares2,083 from 2,083
Change0 (0%)
Value$358.6K (+$45.9K)
Filed 2026-10-19
Elevation Point Wealth Partners, LLC
INCREASED
Shares2,022 from 1,995
Change+27 (+1%)
Value$348.1K (+$48.6K)
Filed 2026-11-05
KDK Private Wealth Management, LLC
UNCHANGED
Shares2,018 from 2,018
Change0 (0%)
Value$347.4K (+$44.5K)
Filed 2026-11-03
Ryan Investment Management, Inc.
NEW
Shares2,007
Change+2,007
Value$345.5K
Filed 2026-10-20
Arlington Trust Co LLC
NEW
Shares2,000
Change+2,000
Value$344.3K
Filed 2026-10-20
Black Diamond Financial, LLC
UNCHANGED
Shares1,991 from 1,991
Change0 (0%)
Value$342.8K (+$43.9K)
Filed 2026-10-26
Patten & Patten Inc
DECREASED
Shares1,988 from 2,318
Change-330 (-14%)
Value$342.3K (-$5.7K)
Filed 2026-10-26
Northeast Investment Management
UNCHANGED
Shares1,975 from 1,975
Change0 (0%)
Value$340.0K (+$43.5K)
Filed 2026-10-30
Arsenal Capital Advisors LLC
INCREASED
Shares1,967 from 1,769
Change+198 (+11%)
Value$338.6K (+$73.0K)
Filed 2026-11-02
Deutsche Bank Ag\
INCREASED
Shares1,927 from 1,427
Change+500 (+35%)
Value$331.8K (+$117.5K)
Filed 2026-11-06
Kathmere Capital Management, LLC
UNCHANGED
Shares1,925 from 1,925
Change0 (0%)
Value$331.4K (+$42.4K)
Filed 2026-10-20
Sound Income Strategies, LLC
DECREASED
Shares1,924 from 2,350
Change-426 (-18%)
Value$351.4K (-$1.5K)
Filed 2026-10-09
Apella Capital, LLC
INCREASED
Shares1,922 from 1,651
Change+271 (+16%)
Value$341.4K (+$86.6K)
Filed 2026-10-08
Enclave Advisors LLC
DECREASED
Shares1,914 from 3,152
Change-1,238 (-39%)
Value$329.5K (-$143.8K)
Filed 2026-10-14
Matauro, LLC
DECREASED
Shares1,911 from 1,946
Change-35 (-2%)
Value$329.0K (+$36.9K)
Filed 2026-11-03
Baker Avenue Asset Management, LP
INCREASED
Shares1,902 from 1,773
Change+129 (+7%)
Value$327.4K (+$61.2K)
Filed 2026-11-06
Warner Financial, Inc
INCREASED
Shares1,889 from 1,883
Change+6 (+0%)
Value$325.2K (+$42.5K)
Filed 2026-11-06
Nicholas Hoffman & Company, Llc.
INCREASED
Shares1,877 from 1,871
Change+6 (+0%)
Value$323.2K (+$42.3K)
Filed 2026-10-30
Myecfo, LLC
DECREASED
Shares1,872 from 1,922
Change-50 (-3%)
Value$322.3K (+$33.7K)
Filed 2026-10-14
Annex Advisory Services, LLC
INCREASED
Shares1,826 from 1,364
Change+462 (+34%)
Value$314.3K (+$109.5K)
Filed 2026-10-16
Howard Wealth Management, LLC
DECREASED
Shares1,821 from 1,826
Change-5 (0%)
Value$313.5K (+$39.3K)
Filed 2026-10-28
Walkner Condon Financial Advisors LLC
DECREASED
Shares1,807 from 1,957
Change-150 (-8%)
Value$311.1K (+$17.3K)
Filed 2026-11-02
GFS Advisors, LLC
UNCHANGED
Shares1,800 from 1,800
Change0 (0%)
Value$310.0K (-$595.9K)
Filed 2026-11-03
McKinley Carter Wealth Services, Inc.
UNCHANGED
Shares1,788 from 1,788
Change0 (0%)
Value$307.8K (+$39.3K)
Filed 2026-10-16
Burney Co/
NEW
Shares1,769
Change+1,769
Value$304.6K
Filed 2026-10-15
Joel Isaacson & Co., LLC
NEW
Shares1,761
Change+1,761
Value$303.2K
Filed 2026-11-05
Silverlake Wealth Management LLC
NEW
Shares1,758
Change+1,758
Value$302.7K
Filed 2026-10-21
HBK Sorce Advisory LLC
DECREASED
Shares1,756 from 1,995
Change-239 (-12%)
Value$300.4K (-$21.9K)
Filed 2026-11-06
Level Four Advisory Services, LLC
DECREASED
Shares1,754 from 1,761
Change-7 (0%)
Value$302.1K (+$37.6K)
Filed 2026-11-06
Wealthcare Capital Partners, LLC
INCREASED
Shares1,676 from 1,665
Change+11 (+1%)
Value$288.5K (+$38.5K)
Filed 2026-10-21
Diversify Advisory Services, LLC
DECREASED
Shares1,673 from 1,848
Change-175 (-9%)
Value$310.3K (+$6.2K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares1,673 from 1,848
Change-175 (-9%)
Value$310.3K (+$6.2K)
Filed 2026-10-20
Ritholtz Wealth Management
INCREASED
Shares1,668 from 1,655
Change+13 (+1%)
Value$287.1K (+$38.6K)
Filed 2026-11-05
Hofer & Associates. Inc
NEW
Shares1,650
Change+1,650
Value$284.1K
Filed 2026-10-13
RED Crane Wealth Management, LLC
UNCHANGED
Shares1,650 from 1,650
Change0 (0%)
Value$284.1K (+$36.3K)
Filed 2026-10-14
Mustard Seed Financial, LLC
INCREASED
Shares1,636 from 1,484
Change+152 (+10%)
Value$281.7K (+$58.9K)
Filed 2026-10-30
Victory Financial Group, LLC
INCREASED
Shares1,635 from 1,625
Change+10 (+1%)
Value$281.4K (+$37.5K)
Filed 2026-10-27
Dynamic Advisor Solutions LLC
DECREASED
Shares1,582 from 1,710
Change-128 (-7%)
Value$272.4K (+$15.7K)
Filed 2026-10-13
Fischer Financial Services, Inc.
DECREASED
Shares1,578 from 1,673
Change-95 (-6%)
Value$271.7K (+$20.5K)
Filed 2026-10-30
Rhodes Investment Advisors Inc
NEW
Shares1,577
Change+1,577
Value$271.5K
Filed 2026-10-07
waypoint wealth counsel
INCREASED
Shares1,568 from 1,567
Change+1 (+0%)
Value$270.0K (+$34.7K)
Filed 2026-10-22
Boltwood Capital Management
DECREASED
Shares1,549 from 1,659
Change-110 (-7%)
Value$266.7K (+$17.6K)
Filed 2026-10-02
First Premier Bank
UNCHANGED
Shares1,548 from 1,548
Change0 (0%)
Value$266 (+$34)
Filed 2026-10-13
Spire Wealth Management
INCREASED
Shares1,547 from 622
Change+925 (+149%)
Value$266.4K (+$173.0K)
Filed 2026-10-30
Capital Investment Counsel, LLC
UNCHANGED
Shares1,545 from 1,545
Change0 (0%)
Value$265.9K (+$34.0K)
Filed 2026-10-14
JFS Wealth Advisors, LLC
UNCHANGED
Shares1,513 from 1,513
Change0 (0%)
Value$260.5K (+$33.3K)
Filed 2026-11-03
West Bancorporation Inc
UNCHANGED
Shares1,495 from 1,495
Change0 (0%)
Value$257.4K (+$32.9K)
Filed 2026-10-29
Armstrong Advisory Group, Inc
INCREASED
Shares1,491 from 1,489
Change+2 (+0%)
Value$256.6K (+$33.1K)
Filed 2026-10-09
Kachkovsky & Fisher, Inc.
INCREASED
Shares1,480 from 1,472
Change+8 (+1%)
Value$254.9K (+$33.9K)
Filed 2026-10-21
Diversified Trust Co
DECREASED
Shares1,477 from 1,538
Change-61 (-4%)
Value$254.1K (+$23.1K)
Filed 2026-11-06
Private Management Group Inc
UNCHANGED
Shares1,460 from 1,460
Change0 (0%)
Value$251.4K (+$32.2K)
Filed 2026-11-04
BOS Asset Management, LLC
DECREASED
Shares1,449 from 3,143
Change-1,694 (-54%)
Value$249.4K (-$222.4K)
Filed 2026-10-09
LongView Wealth Management
UNCHANGED
Shares1,444 from 1,444
Change0 (0%)
Value$248.6K (+$31.8K)
Filed 2026-10-19
NTV Asset Management LLC
NEW
Shares1,422
Change+1,422
Value$244.8K
Filed 2026-10-23
Collective Family Office LLC
UNCHANGED
Shares1,418 from 1,418
Change0 (0%)
Value$244.1K (+$31.2K)
Filed 2026-10-05
Cyndeo Wealth Partners, LLC
INCREASED
Shares1,417 from 1,416
Change+1 (+0%)
Value$244.0K (+$31.4K)
Filed 2026-10-16
International Assets Investment Management, LLC
DECREASED
Shares1,404 from 1,480
Change-76 (-5%)
Value$246.5K (+$25.5K)
Filed 2026-11-02
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares1,383 from 1,383
Change0 (0%)
Value$238.1K (+$30.5K)
Filed 2026-10-23
HUB Investment Partners, LLC
NEW
Shares1,381
Change+1,381
Value$237.8K
Filed 2026-11-03
Total Clarity Wealth Management, Inc.
DECREASED
Shares1,374 from 1,387
Change-13 (-1%)
Value$236.6K (+$28.5K)
Filed 2026-10-26
Segment Wealth Management, LLC
UNCHANGED
Shares1,350 from 1,350
Change0 (0%)
Value$232.4K (+$29.7K)
Filed 2026-10-26
Security Financial Services, Inc.
DECREASED
Shares1,347 from 1,554
Change-207 (-13%)
Value$231.9K (-$1.4K)
Filed 2026-10-29
Jacobi Capital Management LLC
NEW
Shares1,333
Change+1,333
Value$229.5K
Filed 2026-11-05
Sterling Financial Planning, Inc.
NEW
Shares1,304
Change+1,304
Value$224.5K
Filed 2026-10-28
Motive Wealth Advisors
NEW
Shares1,304
Change+1,304
Value$224.5K
Filed 2026-10-26
Howard Capital Management, LLC
NEW
Shares1,302
Change+1,302
Value$224.2K
Filed 2026-10-16
Value Investment Professionals, LLC
NEW
Shares1,301
Change+1,301
Value$224.0K
Filed 2026-10-13
Collaborative Wealth Managment Inc.
DECREASED
Shares1,289 from 2,222
Change-933 (-42%)
Value$221.9K (-$111.7K)
Filed 2026-11-06
Encompass More Asset Management
NEW
Shares1,285
Change+1,285
Value$221.2K
Filed 2026-10-16
Mirae Asset Global Investments Co., Ltd.
NEW
Shares1,276
Change+1,276
Value$219.7K
Filed 2026-11-03
Compound Planning, Inc.
NEW
Shares1,267
Change+1,267
Value$218.1K
Filed 2026-11-05
North Star Investment Management Corp.
DECREASED
Shares1,258 from 1,487
Change-229 (-15%)
Value$216.6K (-$6.6K)
Filed 2026-10-27
Charles Schwab Trust Co
NEW
Shares1,257
Change+1,257
Value$216.4K
Filed 2026-10-15
Traynor Capital Management, Inc.
NEW
Shares1,247
Change+1,247
Value$214.7K
Filed 2026-10-29
Investmark Advisory Group LLC
NEW
Shares1,228
Change+1,228
Value$211.5K
Filed 2026-10-27
Meredith Wealth Planning
NEW
Shares1,224
Change+1,224
Value$210.7K
Filed 2026-10-14
Colonial River Investments, LLC
NEW
Shares1,206
Change+1,206
Value$207.6K
Filed 2026-10-19
Zullo Investment Group, Inc.
NEW
Shares1,205
Change+1,205
Value$207.5K
Filed 2026-10-20
Innovative Wealth Building LLC
NEW
Shares1,201
Change+1,201
Value$206.8K
Filed 2026-10-14
Anson Capital, Inc.
NEW
Shares1,178
Change+1,178
Value$202.9K
Filed 2026-10-23
Hardin Capital Partners, LLC
NEW
Shares1,176
Change+1,176
Value$202.5K
Filed 2026-10-09
Destiny Wealth Partners, LLC
NEW
Shares1,173
Change+1,173
Value$219.8K
Filed 2026-11-05
Diversified Enterprises, LLC
NEW
Shares1,162
Change+1,162
Value$200.1K
Filed 2026-10-19
Hurley Capital, LLC
INCREASED
Shares1,162 from 1,086
Change+76 (+7%)
Value$200.1K (+$37.0K)
Filed 2026-11-05
IFP Advisors, Inc
DECREASED
Shares1,145 from 1,497
Change-352 (-24%)
Value$197.1K (-$27.6K)
Filed 2026-10-16
Investors Research Corp
UNCHANGED
Shares1,139 from 1,139
Change0 (0%)
Value$196.1K (+$25.1K)
Filed 2026-10-07
Larson Financial Group LLC
INCREASED
Shares1,118 from 766
Change+352 (+46%)
Value$192.4K (+$77.4K)
Filed 2026-11-05
Mather Group, Llc.
INCREASED
Shares1,088 from 675
Change+413 (+61%)
Value$187.3K (+$86.0K)
Filed 2026-10-14
UMB Bank, n.a.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$172.2K (+$22.0K)
Filed 2026-11-06
Russell Investments Group, Ltd.
INCREASED
Shares975 from 608
Change+367 (+60%)
Value$167.8K (+$76.6K)
Filed 2026-11-06
Security National Bank
UNCHANGED
Shares955 from 955
Change0 (0%)
Value$164.4K (+$21.0K)
Filed 2026-10-26
Bayban
UNCHANGED
Shares943 from 943
Change0 (0%)
Value$141.6K ($0)
Filed 2026-11-05
Private Wealth Management Group, LLC
UNCHANGED
Shares940 from 940
Change0 (0%)
Value$161.8K (+$20.7K)
Filed 2026-10-19
Olistico Wealth, LLC
INCREASED
Shares902 from 898
Change+4 (+0%)
Value$155.4K (+$20.6K)
Filed 2026-10-05
City State Bank
DECREASED
Shares879 from 1,407
Change-528 (-38%)
Value$151.3K (-$59.9K)
Filed 2026-10-20
Lanark Financial, Inc.
DECREASED
Shares859 from 860
Change-1 (0%)
Value$147.9K (+$18.7K)
Filed 2026-10-26
Westside Investment Management, Inc.
UNCHANGED
Shares842 from 842
Change0 (0%)
Value$147.6K (+$21.2K)
Filed 2026-11-02
Trust Co of Vermont
DECREASED
Shares827 from 852
Change-25 (-3%)
Value$142.4K (+$14.5K)
Filed 2026-10-21
Coston, McIsaac & Partners
UNCHANGED
Shares825 from 825
Change0 (0%)
Value$142.2K (+$19.2K)
Filed 2026-11-06
EverSource Wealth Advisors, LLC
INCREASED
Shares803 from 759
Change+44 (+6%)
Value$138.2K (+$24.2K)
Filed 2026-11-04
Triumph Capital Management
DECREASED
Shares775 from 1,403
Change-628 (-45%)
Value$133.4K (-$77.2K)
Filed 2026-10-14
Transce3nd, LLC
NEW
Shares685
Change+685
Value$130.1K
Filed 2026-10-26
Root Financial Partners, LLC
NEW
Shares681
Change+681
Value$117.2K
Filed 2026-10-21
Vermillion Wealth Management, Inc.
DECREASED
Shares670 from 1,215
Change-545 (-45%)
Value$115.3K (-$67.0K)
Filed 2026-10-26
Ashton Thomas Securities, LLC
UNCHANGED
Shares625 from 625
Change0 (0%)
Value$107.6K (+$13.8K)
Filed 2026-10-26
Three Bridge Wealth Advisors, LLC
NEW
Shares506
Change+506
Value$87.1K
Filed 2026-11-05
Physician Wealth Advisors, Inc.
INCREASED
Shares466 from 299
Change+167 (+56%)
Value$80.2K (+$35.3K)
Filed 2026-10-20
Capital Investment Advisory Services, LLC
DECREASED
Shares464 from 515
Change-51 (-10%)
Value$80.1K (+$2.7K)
Filed 2026-10-30
Davis Capital Management
UNCHANGED
Shares401 from 401
Change0 (0%)
Value$69.0K (+$8.8K)
Filed 2026-10-08
Community Financial Services Group, LLC
UNCHANGED
Shares399 from 399
Change0 (0%)
Value$70.1K (+$10.5K)
Filed 2026-10-15
Cape Investment Advisory, Inc.
INCREASED
Shares389 from 334
Change+55 (+16%)
Value$67.0K (+$16.8K)
Filed 2026-10-13
Advanced Asset Management Advisors Inc
UNCHANGED
Shares386 from 386
Change0 (0%)
Value$66.5K (+$8.5K)
Filed 2026-10-20
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares372 from 372
Change0 (0%)
Value$64.0K (+$8.2K)
Filed 2026-10-13
Gamma Investing LLC
UNCHANGED
Shares342 from 342
Change0 (0%)
Value$58.9K (+$7.5K)
Filed 2026-10-08
Key FInancial Inc
DECREASED
Shares301 from 455
Change-154 (-34%)
Value$51.8K (-$16.5K)
Filed 2026-11-02
Northstar Asset Management Co
INCREASED
Shares300 from 275
Change+25 (+9%)
Value$57.0K (+$10.7K)
Filed 2026-10-22
Next Level Wealth Planning, LLC
NEW
Shares278
Change+278
Value$47.9K
Filed 2026-10-29
Bullock Wealth Management Group
INCREASED
Shares272 from 271
Change+1 (+0%)
Value$47.8K (+$7.4K)
Filed 2026-10-09
Costello Asset Management, Inc
DECREASED
Shares269 from 282
Change-13 (-5%)
Value$46.3K (+$4.0K)
Filed 2026-10-30
Highline Wealth Partners LLC
UNCHANGED
Shares264 from 264
Change0 (0%)
Value$45.5K (+$5.8K)
Filed 2026-10-19
Rakuten Securities, Inc.
INCREASED
Shares253 from 107
Change+146 (+136%)
Value$43.6K (+$27.5K)
Filed 2026-11-02
Coastline Trust Co
UNCHANGED
Shares250 from 250
Change0 (0%)
Value$43.0K (+$5.5K)
Filed 2026-10-01
Signaturefd, LLC
INCREASED
Shares240 from 1
Change+239 (+23900%)
Value$41.4K (+$41.3K)
Filed 2026-10-23
Quest 10 Wealth Builders, Inc.
INCREASED
Shares222 from 221
Change+1 (+0%)
Value$38.3K (+$5.1K)
Filed 2026-11-02
Abound Wealth Management
INCREASED
Shares215 from 143
Change+72 (+50%)
Value$37.1K (+$15.6K)
Filed 2026-10-26
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares212 from 212
Change0 (0%)
Value$36.5K (+$4.7K)
Filed 2026-10-23
Tradewinds Capital Management, LLC
INCREASED
Shares211 from 209
Change+2 (+1%)
Value$36.2K (+$4.8K)
Filed 2026-10-23
Bank of New Hampshire
UNCHANGED
Shares210 from 210
Change0 (0%)
Value$36.2K (+$4.6K)
Filed 2026-10-06
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares193 from 193
Change0 (0%)
Value$33.2K (+$4.3K)
Filed 2026-11-02
Gleason Group, Inc.
DECREASED
Shares188 from 221
Change-33 (-15%)
Value$32.4K (-$795)
Filed 2026-10-15
Nova Financial LLC
NEW
Shares186
Change+186
Value$32.0K
Filed 2026-11-04
Creative Capital Management Investments LLC
UNCHANGED
Shares186 from 186
Change0 (0%)
Value$32.0K (+$4.1K)
Filed 2026-10-28
MilWealth Group LLC
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$31.9K (+$4.1K)
Filed 2026-11-02
Golden State Wealth Management, LLC
UNCHANGED
Shares167 from 167
Change0 (0%)
Value$28.8K (+$3.7K)
Filed 2026-11-02
Evermay Wealth Management LLC
INCREASED
Shares165 from 150
Change+15 (+10%)
Value$28.4K (+$5.9K)
Filed 2026-11-05
Cranbrook Wealth Management, LLC
UNCHANGED
Shares164 from 164
Change0 (0%)
Value$28.2K (+$3.6K)
Filed 2026-10-28
Financial Consulate, Inc
DECREASED
Shares160 from 169
Change-9 (-5%)
Value$27.6K (+$2.2K)
Filed 2026-10-23
Peachtree Investment Partners, LLC
INCREASED
Shares158 from 157
Change+1 (+1%)
Value$27.2K (+$3.6K)
Filed 2026-11-05
Vision Financial Markets LLC
UNCHANGED
Shares156 from 156
Change0 (0%)
Value$27.4K (+$4.1K)
Filed 2026-10-22
Frisco Financial Planning LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$25.8K (+$3.3K)
Filed 2026-10-05
Jnba Financial Advisors
INCREASED
Shares148 from 78
Change+70 (+90%)
Value$25.5K (+$13.8K)
Filed 2026-11-03
Archer Investment Corp
UNCHANGED
Shares142 from 142
Change0 (0%)
Value$24.4K (+$3.1K)
Filed 2026-11-05
Clark Wealth Partners
INCREASED
Shares135 from 134
Change+1 (+1%)
Value$23.3K (+$3.1K)
Filed 2026-10-19
Trust Co
INCREASED
Shares130 from 79
Change+51 (+65%)
Value$22.4K (+$10.5K)
Filed 2026-10-09
Quaker Wealth Management, LLC
INCREASED
Shares128 from 11
Change+117 (+1064%)
Value$22.1K (+$20.4K)
Filed 2026-10-22
Winch Advisory Services, LLC
UNCHANGED
Shares127 from 127
Change0 (0%)
Value$21.9K (+$2.9K)
Filed 2026-11-06
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$18.6K (+$2.4K)
Filed 2026-10-23
Allspring Global Investments Holdings, LLC
NEW
Shares103
Change+103
Value$18.1K
Filed 2026-11-04
Asset Dedication, LLC
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$17.7K (+$2.3K)
Filed 2026-11-03
Entrust Financial LLC
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$17.7K (+$2.3K)
Filed 2026-11-04
Nfsg Corp
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$17.8K (+$2.3K)
Filed 2026-10-15
Sunrise Financial Services, LLC
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$17.6K (+$2.2K)
Filed 2026-10-21
Evolution Wealth Management Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$17.2K (+$2.2K)
Filed 2026-10-28
Tsfg, LLC
INCREASED
Shares98 from 97
Change+1 (+1%)
Value$17 (+$2)
Filed 2026-10-23
Hanson & Doremus Investment Management
UNCHANGED
Shares96 from 96
Change0 (0%)
Value$17 (+$3)
Filed 2026-10-16
New England Capital Financial Advisors LLC
INCREASED
Shares89 from 88
Change+1 (+1%)
Value$15.3K (+$2.0K)
Filed 2026-11-03
Lodestone Wealth Management LLC
NEW
Shares88
Change+88
Value$15.2K
Filed 2026-10-14
Main Street Group, LTD
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$13.8K (+$1.8K)
Filed 2026-10-28
Elevate Wealth Advisory, Inc
UNCHANGED
Shares77 from 77
Change0 (0%)
Value$13.3K (+$1.7K)
Filed 2026-10-29
Private Trust Co NA
DECREASED
Shares76 from 106
Change-30 (-28%)
Value$13.1K (-$2.8K)
Filed 2026-10-20
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$13 (+$2)
Filed 2026-11-04
Horizon Financial Services, LLC
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$10.3K (+$1.3K)
Filed 2026-11-04
Silver Grove Financial Group, Inc.
NEW
Shares55
Change+55
Value$9.5K
Filed 2026-11-05
Central Trust Co
DECREASED
Shares55 from 555
Change-500 (-90%)
Value$9.5K (-$73.9K)
Filed 2026-11-05
Citizens National Bank Trust Department
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$8.6K (+$1.1K)
Filed 2026-11-04
Cullen T Bankers, Inc.
INCREASED
Shares43 from 3
Change+40 (+1333%)
Value$7.4K (+$7.0K)
Filed 2026-10-28
United Financial Planning Group LLC
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$7.4K (+$947)
Filed 2026-11-04
Bradley & Co. Private Wealth Management, LLC
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$7.1K (+$903)
Filed 2026-10-23
Key Capital Management, Inc
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$7.1K (+$904)
Filed 2026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED
Shares40 from 167
Change-127 (-76%)
Value$6.9K (-$18.2K)
Filed 2026-10-14
Harbor Investment Advisory, LLC
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$6.7K (+$859)
Filed 2026-10-13
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$6.5K (+$838)
Filed 2026-10-15
Financial Network Wealth Advisors LLC
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$6.5K (+$837)
Filed 2026-10-28
Ascentis Independent Advisors
NEW
Shares31
Change+31
Value$5.3K
Filed 2026-11-03
Parkside Financial Bank & Trust
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$5.0K (+$639)
Filed 2026-10-27
SYM Financial Corp
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$5.0K (+$639)
Filed 2026-10-26
Birch Financial Group, LLC
NEW
Shares26
Change+26
Value$4.5K
Filed 2026-10-27
Fairscale Capital, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$4.9K (+$1.1K)
Filed 2026-11-04
Montgomery Financial Services LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$4.0K (+$507)
Filed 2026-11-03
Rosenberg Matthew Hamilton
NEW
Shares20
Change+20
Value$3.4K
Filed 2026-10-05
WPG Advisers, LLC
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$3.4K (+$440)
Filed 2026-10-27
Plante Moran Financial Advisors, LLC
NEW
Shares16
Change+16
Value$2.8K
Filed 2026-11-04
Barrett & Company, Inc.
NEW
Shares15
Change+15
Value$2.6K
Filed 2026-10-22
POM Investment Strategies, LLC
NEW
Shares15
Change+15
Value$2.6K
Filed 2026-10-20
Burk Holdings LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$2.2K (+$286)
Filed 2026-11-05
Compass Financial Management LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.7K (+$70)
Filed 2026-10-30
Signature Equity Partners, LLC
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$1.5K (+$198)
Filed 2026-10-29
GHP Investment Advisors, Inc.
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$1.4K (+$176)
Filed 2026-10-15
Valley National Advisers Inc
UNCHANGED
Shares8 from 8
Change0 (0%)
Value$1.4K (+$176)
Filed 2026-10-23
Kings Path Partners LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$1.2K (+$154)
Filed 2026-10-21
First Command Advisory Services, Inc.
NEW
Shares6
Change+6
Value$1.0K
Filed 2026-11-05
Balance Wealth Partners LLC
NEW
Shares6
Change+6
Value$1.0K
Filed 2026-10-27
Concord Wealth Partners
UNCHANGED
Shares6 from 6
Change0 (0%)
Value$1.0K (+$132)
Filed 2026-11-02
Central Pacific Bank - Trust Division
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$172 (+$22)
Filed 2026-10-06
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$172 (+$22)
Filed 2026-10-27
Newport Capital Group, LLC
CLOSED
Shares0 from 23,576
Change-23,576 (-100%)
Value$0 (-$3.5M)
Filed 2026-10-16
First Heartland Consultants, Inc.
CLOSED
Shares0 from 9,073
Change-9,073 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-08
Kingsbury Capital Investment Advisors LLC
CLOSED
Shares0 from 5,059
Change-5,059 (-100%)
Value$0 (-$759.6K)
Filed 2026-10-20
Robertson Stephens Wealth Management, LLC
CLOSED
Shares0 from 4,183
Change-4,183 (-100%)
Value$0 (-$627.9K)
Filed 2026-10-16
Simplex Trading, LLC
CLOSED
Shares0 from 4,052
Change-4,052 (-100%)
Value$0 (-$608.3K)
Filed 2026-11-04
World Equity Group, Inc.
CLOSED
Shares0 from 2,984
Change-2,984 (-100%)
Value$0 (-$448.3K)
Filed 2026-10-14
Central Valley Advisors, LLC
CLOSED
Shares0 from 2,502
Change-2,502 (-100%)
Value$0 (-$375.8K)
Filed 2026-10-27
AlphaStar Capital Management, LLC
CLOSED
Shares0 from 2,144
Change-2,144 (-100%)
Value$0 (-$321.9K)
Filed 2026-10-16
Mainsail Asset Management, LLC
CLOSED
Shares0 from 1,384
Change-1,384 (-100%)
Value$0 (-$225.3K)
Filed 2026-10-14
MCF Advisors LLC
CLOSED
Shares0 from 805
Change-805 (-100%)
Value$0 (-$120.9K)
Filed 2026-10-28
Robinswood Financial LLC
CLOSED
Shares0 from 515
Change-515 (-100%)
Value$0 (-$77.3K)
Filed 2026-10-20
Hara Capital LLC
CLOSED
Shares0 from 126
Change-126 (-100%)
Value$0 (-$18.9K)
Filed 2026-10-30
Obsidian CIO, LLC
CLOSED
Shares0 from 122
Change-122 (-100%)
Value$0 (-$18.3K)
Filed 2026-11-05
Hilton Head Capital Partners, LLC
CLOSED
Shares0 from 40
Change-40 (-100%)
Value$0 (-$6.0K)
Filed 2026-10-23
Cornerstone Planning Group LLC
CLOSED
Shares0 from 36
Change-36 (-100%)
Value$0 (-$6.0K)
Filed 2026-10-16
Boyd Watterson Asset Management LLC
CLOSED
Shares0 from 31
Change-31 (-100%)
Value$0 (-$4.7K)
Filed 2026-11-06
Gill Capital Partners, LLC
CLOSED
Shares0 from 25
Change-25 (-100%)
Value$0 (-$3.8K)
Filed 2026-10-13
Barclays PLC
CLOSED
Shares0 from 18
Change-18 (-100%)
Value$0 (-$2.7K)
Filed 2026-11-06
Brooklyn FI, LLC
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$2.0K)
Filed 2026-11-05
LifeSteps Financial, Inc.
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-15
Tucker Asset Management LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$601)
Filed 2026-10-29
Bank of America Corp
N/A
Shares— from 2,451,315
Change-2,451,315 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,410,659
Change-1,410,659 (-100%)
Value—
UBS Group AG
N/A
Shares— from 985,243
Change-985,243 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 903,691
Change-903,691 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 797,265
Change-797,265 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 530,314
Change-530,314 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 517,455
Change-517,455 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 490,537
Change-490,537 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 392,086
Change-392,086 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 372,081
Change-372,081 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 312,646
Change-312,646 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 259,891
Change-259,891 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 251,027
Change-251,027 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 229,440
Change-229,440 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 224,509
Change-224,509 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 217,849
Change-217,849 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 212,685
Change-212,685 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 203,889
Change-203,889 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 193,821
Change-193,821 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 169,158
Change-169,158 (-100%)
Value—
Cambridge Associates LLC
N/A
Shares— from 161,826
Change-161,826 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 139,010
Change-139,010 (-100%)
Value—
Zuckerman Investment Group, LLC
N/A
Shares— from 116,824
Change-116,824 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 108,477
Change-108,477 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 105,222
Change-105,222 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 101,935
Change-101,935 (-100%)
Value—
TrueWealth Financial Partners
N/A
Shares— from 84,927
Change-84,927 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 83,838
Change-83,838 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 76,808
Change-76,808 (-100%)
Value—
Estate Counselors, LLC
N/A
Shares— from 70,139
Change-70,139 (-100%)
Value—
Polianta Ltd
N/A
Shares— from 69,600
Change-69,600 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 64,089
Change-64,089 (-100%)
Value—
Elgethun Capital Management
N/A
Shares— from 61,997
Change-61,997 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 61,464
Change-61,464 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 59,534
Change-59,534 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 58,645
Change-58,645 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 56,938
Change-56,938 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 55,300
Change-55,300 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 55,136
Change-55,136 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 52,935
Change-52,935 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 50,901
Change-50,901 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 49,652
Change-49,652 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 49,184
Change-49,184 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 48,813
Change-48,813 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 46,178
Change-46,178 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 45,967
Change-45,967 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 43,488
Change-43,488 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 42,745
Change-42,745 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 41,460
Change-41,460 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 41,043
Change-41,043 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 38,484
Change-38,484 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 35,822
Change-35,822 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 34,917
Change-34,917 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 34,852
Change-34,852 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 34,692
Change-34,692 (-100%)
Value—
Flatrock Wealth Partners LLC
N/A
Shares— from 34,265
Change-34,265 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 33,841
Change-33,841 (-100%)
Value—
Twin Focus Capital Partners, LLC
N/A
Shares— from 32,961
Change-32,961 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 32,531
Change-32,531 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 31,906
Change-31,906 (-100%)
Value—
FMR LLC
N/A
Shares— from 29,713
Change-29,713 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 28,768
Change-28,768 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 28,483
Change-28,483 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 27,099
Change-27,099 (-100%)
Value—
Alexander Labrunerie & Co., Inc.
N/A
Shares— from 26,671
Change-26,671 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 26,418
Change-26,418 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 25,978
Change-25,978 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 25,657
Change-25,657 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 24,544
Change-24,544 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 22,821
Change-22,821 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 22,350
Change-22,350 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 22,076
Change-22,076 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 21,692
Change-21,692 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 20,781
Change-20,781 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 20,287
Change-20,287 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 19,860
Change-19,860 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 19,616
Change-19,616 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 19,491
Change-19,491 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 19,341
Change-19,341 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 19,331
Change-19,331 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 18,490
Change-18,490 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 18,094
Change-18,094 (-100%)
Value—
Blair William & Co
N/A
Shares— from 17,483
Change-17,483 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 17,471
Change-17,471 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 16,889
Change-16,889 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 16,751
Change-16,751 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 15,521
Change-15,521 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 15,334
Change-15,334 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 15,327
Change-15,327 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 15,170
Change-15,170 (-100%)
Value—
FCA Corp
N/A
Shares— from 14,998
Change-14,998 (-100%)
Value—
Indie Asset Partners, LLC
N/A
Shares— from 14,602
Change-14,602 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 14,381
Change-14,381 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 13,983
Change-13,983 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 13,897
Change-13,897 (-100%)
Value—
Boxwood Ventures, Inc.
N/A
Shares— from 13,860
Change-13,860 (-100%)
Value—
Commerce Bank
N/A
Shares— from 13,855
Change-13,855 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 13,714
Change-13,714 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 13,175
Change-13,175 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 13,137
Change-13,137 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 12,903
Change-12,903 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 12,819
Change-12,819 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 12,784
Change-12,784 (-100%)
Value—
Bull Harbor Capital LLC
N/A
Shares— from 12,737
Change-12,737 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 12,598
Change-12,598 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 11,510
Change-11,510 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 11,307
Change-11,307 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 10,707
Change-10,707 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 10,355
Change-10,355 (-100%)
Value—
Evelyn Partners Group Ltd
N/A
Shares— from 10,306
Change-10,306 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 10,232
Change-10,232 (-100%)
Value—
Lowe Brockenbrough & Co Inc
N/A
Shares— from 9,308
Change-9,308 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 9,302
Change-9,302 (-100%)
Value—
Rather & Kittrell, Inc.
N/A
Shares— from 9,255
Change-9,255 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 9,220
Change-9,220 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 9,092
Change-9,092 (-100%)
Value—
Asset Management Group, Inc.
N/A
Shares— from 9,051
Change-9,051 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 8,937
Change-8,937 (-100%)
Value—
Betterment LLC
N/A
Shares— from 8,855
Change-8,855 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 8,788
Change-8,788 (-100%)
Value—
Athena Investment Management
N/A
Shares— from 8,561
Change-8,561 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 8,558
Change-8,558 (-100%)
Value—
Fiduciary Group, LLC
N/A
Shares— from 8,540
Change-8,540 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 8,344
Change-8,344 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 8,188
Change-8,188 (-100%)
Value—
RWA Wealth Partners, LLC
N/A
Shares— from 8,007
Change-8,007 (-100%)
Value—
Simmons Bank
N/A
Shares— from 7,848
Change-7,848 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 7,814
Change-7,814 (-100%)
Value—
&partners
N/A
Shares— from 7,795
Change-7,795 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 7,483
Change-7,483 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 7,380
Change-7,380 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 7,222
Change-7,222 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 7,194
Change-7,194 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 7,174
Change-7,174 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 7,150
Change-7,150 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 7,070
Change-7,070 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 6,871
Change-6,871 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 6,777
Change-6,777 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 6,741
Change-6,741 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 6,596
Change-6,596 (-100%)
Value—
Mason Investment Advisory Services, Inc.
N/A
Shares— from 6,588
Change-6,588 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 6,514
Change-6,514 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 6,489
Change-6,489 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 6,448
Change-6,448 (-100%)
Value—
Stephens Inc
N/A
Shares— from 6,430
Change-6,430 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 6,379
Change-6,379 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 6,117
Change-6,117 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 5,957
Change-5,957 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 5,739
Change-5,739 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 5,651
Change-5,651 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 5,511
Change-5,511 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 5,462
Change-5,462 (-100%)
Value—
VPR Management LLC
N/A
Shares— from 5,300
Change-5,300 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 5,096
Change-5,096 (-100%)
Value—
Wealth Care LLC
N/A
Shares— from 5,088
Change-5,088 (-100%)
Value—
KMT Wealth Management, LLC
N/A
Shares— from 5,059
Change-5,059 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 5,017
Change-5,017 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 4,993
Change-4,993 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 4,920
Change-4,920 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 4,844
Change-4,844 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 4,807
Change-4,807 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 4,744
Change-4,744 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 4,740
Change-4,740 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 4,703
Change-4,703 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 4,601
Change-4,601 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 4,515
Change-4,515 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 4,505
Change-4,505 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 4,301
Change-4,301 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 4,263
Change-4,263 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 4,234
Change-4,234 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 4,138
Change-4,138 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 4,098
Change-4,098 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 4,087
Change-4,087 (-100%)
Value—
EFG International AG
N/A
Shares— from 4,054
Change-4,054 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 4,031
Change-4,031 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 4,026
Change-4,026 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 4,015
Change-4,015 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 3,981
Change-3,981 (-100%)
Value—
WPWealth LLP
N/A
Shares— from 3,947
Change-3,947 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 3,929
Change-3,929 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 3,874
Change-3,874 (-100%)
Value—
Safe Harbor Fiduciary, LLC
N/A
Shares— from 3,745
Change-3,745 (-100%)
Value—
Holderness Investments Co
N/A
Shares— from 3,718
Change-3,718 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 3,685
Change-3,685 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 3,680
Change-3,680 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,657
Change-3,657 (-100%)
Value—
Valtrion Capital Management, LLC
N/A
Shares— from 3,612
Change-3,612 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 3,542
Change-3,542 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 3,524
Change-3,524 (-100%)
Value—
Boston Family Office LLC
N/A
Shares— from 3,454
Change-3,454 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 3,430
Change-3,430 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 3,396
Change-3,396 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 3,368
Change-3,368 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 3,363
Change-3,363 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 3,300
Change-3,300 (-100%)
Value—
DV Trading LLC
N/A
Shares— from 3,283
Change-3,283 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 3,212
Change-3,212 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 3,150
Change-3,150 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 3,104
Change-3,104 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 3,097
Change-3,097 (-100%)
Value—
FreeGulliver LLC
N/A
Shares— from 3,042
Change-3,042 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 3,036
Change-3,036 (-100%)
Value—
Cape COD Five Cents Savings Bank
N/A
Shares— from 3,036
Change-3,036 (-100%)
Value—
Sound View Wealth Advisors Group, LLC
N/A
Shares— from 3,022
Change-3,022 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 2,867
Change-2,867 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 2,867
Change-2,867 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 2,813
Change-2,813 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 2,811
Change-2,811 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 2,799
Change-2,799 (-100%)
Value—
BSW Wealth Partners
N/A
Shares— from 2,789
Change-2,789 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 2,726
Change-2,726 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 2,721
Change-2,721 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 2,699
Change-2,699 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 2,592
Change-2,592 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 2,544
Change-2,544 (-100%)
Value—
Rockbridge Investment Management, LCC
N/A
Shares— from 2,535
Change-2,535 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 2,527
Change-2,527 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,486
Change-2,486 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 2,455
Change-2,455 (-100%)
Value—
Sequent Planning LLC
N/A
Shares— from 2,437
Change-2,437 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 2,415
Change-2,415 (-100%)
Value—
American Trust
N/A
Shares— from 2,396
Change-2,396 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 2,323
Change-2,323 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 2,301
Change-2,301 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 2,289
Change-2,289 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 2,265
Change-2,265 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 2,222
Change-2,222 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 2,207
Change-2,207 (-100%)
Value—
Liberty Square Wealth Partners LLC
N/A
Shares— from 2,206
Change-2,206 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 2,157
Change-2,157 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 2,151
Change-2,151 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 2,147
Change-2,147 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 2,105
Change-2,105 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 2,081
Change-2,081 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 2,072
Change-2,072 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 2,070
Change-2,070 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 2,052
Change-2,052 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 2,050
Change-2,050 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 2,012
Change-2,012 (-100%)
Value—
FLC Capital Advisors
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 1,995
Change-1,995 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 1,987
Change-1,987 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,894
Change-1,894 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 1,890
Change-1,890 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 1,873
Change-1,873 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 1,863
Change-1,863 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 1,863
Change-1,863 (-100%)
Value—
Petix & Botte Co
N/A
Shares— from 1,844
Change-1,844 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 1,828
Change-1,828 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 1,823
Change-1,823 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 1,769
Change-1,769 (-100%)
Value—
Peak Retirement Planning, Inc.
N/A
Shares— from 1,728
Change-1,728 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 1,697
Change-1,697 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 1,666
Change-1,666 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 1,665
Change-1,665 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 1,620
Change-1,620 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 1,602
Change-1,602 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 1,578
Change-1,578 (-100%)
Value—
Strait & Sound Wealth Management LLC
N/A
Shares— from 1,565
Change-1,565 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 1,550
Change-1,550 (-100%)
Value—
Wilson & Boucher Capital Management, LLC
N/A
Shares— from 1,550
Change-1,550 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 1,520
Change-1,520 (-100%)
Value—
Slagle Financial, LLC
N/A
Shares— from 1,496
Change-1,496 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 1,492
Change-1,492 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 1,479
Change-1,479 (-100%)
Value—
Lakeridge Wealth Management LLC
N/A
Shares— from 1,478
Change-1,478 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 1,457
Change-1,457 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 1,453
Change-1,453 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 1,443
Change-1,443 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,441
Change-1,441 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 1,414
Change-1,414 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,386
Change-1,386 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 1,363
Change-1,363 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 1,276
Change-1,276 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,169
Change-1,169 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,096
Change-1,096 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,074
Change-1,074 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 1,059
Change-1,059 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 1,057
Change-1,057 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 987
Change-987 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 983
Change-983 (-100%)
Value—
Main Management LLC
N/A
Shares— from 950
Change-950 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 920
Change-920 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 861
Change-861 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 840
Change-840 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 778
Change-778 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 748
Change-748 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 743
Change-743 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 688
Change-688 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 590
Change-590 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 570
Change-570 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 540
Change-540 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 515
Change-515 (-100%)
Value—
HHM Wealth Advisors, LLC
N/A
Shares— from 505
Change-505 (-100%)
Value—
LGT Financial Advisors LLC
N/A
Shares— from 488
Change-488 (-100%)
Value—
Forum Finance Group S.A.
N/A
Shares— from 460
Change-460 (-100%)
Value—
Cheviot Value Management, LLC
N/A
Shares— from 437
Change-437 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 433
Change-433 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 416
Change-416 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 407
Change-407 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 399
Change-399 (-100%)
Value—
Proffitt & Goodson Inc
N/A
Shares— from 359
Change-359 (-100%)
Value—
Seneschal Advisors, LLC
N/A
Shares— from 300
Change-300 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 289
Change-289 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 284
Change-284 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 263
Change-263 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 250
Change-250 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 246
Change-246 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 242
Change-242 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 235
Change-235 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 200
Change-200 (-100%)
Value—
Matrix Private Capital Group LLC
N/A
Shares— from 191
Change-191 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 178
Change-178 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 136
Change-136 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 122
Change-122 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 107
Change-107 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 104
Change-104 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 100
Change-100 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 93
Change-93 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 92
Change-92 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 87
Change-87 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 84
Change-84 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 82
Change-82 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 72
Change-72 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 68
Change-68 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 66
Change-66 (-100%)
Value—
Security National Bank of Sioux City Iowa
N/A
Shares— from 65
Change-65 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 58
Change-58 (-100%)
Value—
Osbon Capital Management LLC
N/A
Shares— from 55
Change-55 (-100%)
Value—
Rice Partnership, LLC
N/A
Shares— from 53
Change-53 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 50
Change-50 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 42
Change-42 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 33
Change-33 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 28
Change-28 (-100%)
Value—
Mpwm Advisory Solutions, LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
LPL Financial LLC
INCREASED887,890845,537+42,353+5%$126.9M$152.9M+$25.9M2026-11-06
Beacon Capital Management, Inc.
DECREASED575,234614,009-38,775-6%$92.2M$99.0M+$6.9M2026-10-13
Greenwood Gearhart LLC
INCREASED189,497187,545+1,952+1%$28.2M$32.6M+$4.5M2026-11-02
Evergreen Capital Management LLC
INCREASED145,617145,342+275+0%$21.8M$25.1M+$3.2M2026-10-23
Cambridge Investment Research Advisors, Inc.
INCREASED134,304132,853+1,451+1%$19.9M$23.1K-$19.9M2026-11-02
Allen Wealth Management, LLC
INCREASED104,761100,242+4,519+5%$15.0M$18.0M+$3.0M2026-10-29
PNC Financial Services Group, Inc.
DECREASED100,018100,926-908-1%$15.2M$17.2M+$2.1M2026-11-06
Commonwealth Equity Services, LLC
DECREASED87,19393,592-6,399-7%$14.1M$15.0M+$960.1K2026-11-02
CMH Wealth Management LLC
INCREASED82,24279,777+2,465+3%$12.0M$14.2M+$2.2M2026-10-22
Grove Bank & Trust
INCREASED78,53636,816+41,720+113%$5.5M$13.5M+$8.0M2026-10-08
Lido Advisors, LLC
INCREASED66,58061,534+5,046+8%$9.2M$11.5M+$2.2M2026-11-04
Creative Planning
DECREASED64,56279,125-14,563-18%$11.9M$11.1M-$764.1K2026-11-02
Bfsg, LLC
DECREASED62,73265,083-2,351-4%$9.8M$10.8M+$1.0M2026-10-30
Fifth Third Bancorp
DECREASED54,27060,380-6,110-10%$9.1M$9.3M+$278.3K2026-11-05
Montag A & Associates Inc
INCREASED50,32537,024+13,301+36%$5.6M$8.7M+$3.1M2026-10-29
Kestra Advisory Services, LLC
INCREASED49,44542,920+6,525+15%$6.4M$8.5M+$2.1M2026-11-02
HWG Holdings LP
NEW47,642—+47,642——$8.2M—2026-10-08
KCM Investment Advisors LLC
INCREASED47,63047,440+190+0%$7.1M$8.2M+$1.1M2026-10-27
Choreo, LLC
INCREASED45,34745,277+70+0%$6.8M$7.8M+$1.0M2026-10-28
Prospera Financial Services Inc
DECREASED43,53845,175-1,637-4%$6.8M$8.5M+$1.7M2026-11-04
Atria Investments, Inc
INCREASED43,19742,020+1,177+3%$6.3M$7.4M+$1.1M2026-10-15
Miramontes Capital, LLC
DECREASED42,20743,546-1,339-3%$6.5M$7.3M+$728.8K2026-10-19
Gerald Baker Financial Group LLC
INCREASED41,53441,521+13+0%$6.2M$7.2M+$916.9K2026-10-09
Strengthening Families & Communities, LLC
INCREASED40,98640,677+309+1%$6.1M$7.1M+$949.3K2026-10-21
Guardian Wealth Management, LLC
DECREASED36,91438,044-1,130-3%$5.7M$6.4M+$643.6K2026-10-14
Truist Financial Corp
INCREASED35,59231,884+3,708+12%$4.8M$6.1M+$1.3M2026-10-30
M Holdings Securities, Inc.
DECREASED35,43737,063-1,626-4%$5.6K$6.6K+$9972026-11-03
Royal Fund Management, LLC
INCREASED34,19032,252+1,938+6%$4.8M$5.9M+$1.0M2026-10-22
Assetmark, Inc
DECREASED33,57842,573-8,995-21%$6.4M$5.8M-$610.7K2026-10-21
GoalFusion Wealth Management, LLC
DECREASED32,49334,639-2,146-6%$5.2M$5.6M+$393.6K2026-10-06
Journey Advisory Group, LLC
DECREASED31,66832,074-406-1%$4.8M$5.5M+$636.7K2026-11-04
CX Institutional
INCREASED30,70030,284+416+1%$4.5K$5.3K+$7382026-10-02
Concurrent Investment Advisors, LLC
INCREASED29,84227,752+2,090+8%$4.2M$5.1M+$971.1K2026-10-16
Parallel Advisors, LLC
DECREASED28,97129,890-919-3%$4.5M$5.0M+$500.2K2026-11-03
Wealth Enhancement Advisory Services, LLC
DECREASED28,26530,473-2,208-7%$4.2M$4.6M+$331.4K2026-10-13
Ashton Thomas Private Wealth, LLC
INCREASED28,24526,815+1,430+5%$4.0M$4.9M+$836.9K2026-11-03
Seamount Financial Group Inc
INCREASED27,89426,520+1,374+5%$4.0M$4.8M+$820.8K2026-10-21
Thrivent Financial for Lutherans
INCREASED26,59826,342+256+1%$4.0M$4.6K-$4.0M2026-11-05
Retirement Planning Group, LLC
INCREASED25,87024,029+1,841+8%$3.6M$4.5M+$846.3K2026-10-19
Keudell ison Wealth Management
INCREASED25,82725,412+415+2%$3.8M$4.4M+$631.3K2026-10-16
Valmark Advisers, Inc.
DECREASED25,30325,743-440-2%$3.9M$4.4M+$491.5K2026-11-06
Uptown Financial Advisors LLC
DECREASED25,07825,298-220-1%$3.8M$4.3M+$519.5K2026-10-15
MassMutual Private Wealth & Trust, FSB
DECREASED24,69127,171-2,480-9%$4.1M$4.3M+$171.6K2026-10-05
Cherry Creek Investment Advisors, Inc.
DECREASED23,03923,176-137-1%$3.5M$4.0M+$487.1K2026-10-14
Stegent Equity Advisors, Inc.
INCREASED21,99921,748+251+1%$3.3M$3.8M+$522.3K2026-10-13
Sarasin & Partners LLP
DECREASED21,38121,605-224-1%$3.2M$3.7M+$437.4K2026-10-13
Smallwood Wealth Investment Management, LLC
DECREASED21,28723,274-1,987-9%$3.5M$3.7M+$170.6K2026-10-30
My Personal CFO, LLC
DECREASED21,18821,496-308-1%$3.2M$3.6M+$420.6K2026-10-14
D.A. Davidson & Co.
DECREASED20,76622,283-1,517-7%$3.3M$3.6M+$229.7K2026-10-28
Go Invest LLC
INCREASED20,54419,415+1,129+6%$2.9M$3.5M+$622.2K2026-10-09
AlphaCore Capital LLC
DECREASED20,28721,933-1,646-7%$3.3M$3.5M+$199.8K2026-11-04
Brookstone Capital Management
DECREASED20,28642,540-22,254-52%$6.4M$3.5M-$2.9M2026-10-22
North Forty Two & Co.
DECREASED19,76220,072-310-2%$3.0M$3.4M+$388.8K2026-10-19
Simplicity Wealth,LLC
INCREASED19,28415,746+3,538+22%$2.4M$3.3M+$956.1K2026-10-23
Founders Grove Wealth Partners, LLC
INCREASED18,40918,141+268+1%$2.7M$3.2M+$445.8K2026-10-16
Waldron Private Wealth LLC
DECREASED18,17023,694-5,524-23%$3.6M$3.1M-$429.0K2026-11-02
HB Wealth Management, LLC
INCREASED18,12114,495+3,626+25%$2.2M$3.1M+$943.5K2026-10-23
Financial Freedom, LLC
DECREASED17,82817,854-260%$2.7M$3.1M+$388.7K2026-11-06
Bokf, NA
DECREASED17,64417,920-276-2%$2.7M$3.0M+$347.3K2026-10-27
Citizens Financial Group Inc
DECREASED17,58022,856-5,276-23%$3.4M$3.0M-$404.8K2026-10-23
RFG Holdings, Inc.
DECREASED16,86818,095-1,227-7%$2.7M$2.9M+$187.4K2026-10-30
Dahring | Cusmano LLC
INCREASED16,8045,683+11,121+196%$853.2K$2.9M+$2.0M2026-11-03
Mission Wealth Management, LP
DECREASED16,40520,738-4,333-21%$3.1M$2.8M-$289.1K2026-10-15
Buck Wealth Strategies, LLC
INCREASED15,7408,451+7,289+86%$1.3M$2.7M+$1.4M2026-10-28
WBH Advisory Inc
DECREASED15,45415,654-200-1%$2.4M$2.7M+$310.4K2026-11-05
Independent Financial Group, LLC
DECREASED15,37516,804-1,429-8%$2.5M$2.6M+$124.3K2026-10-13
Bank of New York Mellon Corp
DECREASED14,28714,329-420%$2.2M$2.5M+$308.4K2026-11-05
Y-Intercept (Hong Kong) Ltd
INCREASED14,2206,015+8,205+136%$903.0K$2.4M+$1.5M2026-10-16
Sigma Planning Corp
DECREASED13,80814,678-870-6%$2.2M$2.3M+$82.8K2026-10-23
Shuttleworth & Co
DECREASED13,12013,123-30%$2.0M$2.3M+$288.6K2026-10-30
Brighton Jones LLC
DECREASED12,79914,487-1,688-12%$2.2M$2.2M+$28.6K2026-11-03
Evolution Wealth Advisors, LLC
INCREASED12,70112,485+216+2%$1.9M$2.2M+$312.2K2026-11-03
Gibraltar Capital Management, Inc.
INCREASED12,60512,575+30+0%$1.9M$2.2M+$282.2K2026-10-27
Salomon & Ludwin, LLC
DECREASED12,32712,627-300-2%$1.9M$2.1M+$240.7K2026-10-29
Accel Wealth Management
INCREASED12,28012,175+105+1%$1.8M$2.1M+$286.3K2026-10-13
Trust Co of Oklahoma
DECREASED12,16112,493-332-3%$1.9M$2.1M+$218.1K2026-10-15
Bonfire Financial
INCREASED12,09811,911+187+2%$1.8M$2.1M+$294.0K2026-11-06
Citigroup Inc
INCREASED11,88511,009+876+8%$1.7M$2.0M+$393.3K2026-11-04
Stapp Wealth Management, Pllc
DECREASED11,45911,530-71-1%$1.7M$2.0M+$241.7K2026-10-15
Blue Trust, Inc.
DECREASED11,16311,483-320-3%$1.7M$1.9M+$197.8K2026-10-15
Patriot Investment Management Group, Inc.
INCREASED11,16210,937+225+2%$1.6M$1.9M+$279.7K2026-10-15
Curran Financial Partners, LLC
NEW11,073—+11,073——$1.9M—2026-11-04
Savant Capital, LLC
DECREASED10,89615,314-4,418-29%$2.5M$1.9M-$613.0K2026-11-06
Partners Wealth Management, LLC
DECREASED10,82011,012-192-2%$1.7M$1.9M+$209.6K2026-10-28
Fifth Third Securities, Inc.
DECREASED10,80711,208-401-4%$1.7M$1.9M+$177.9K2026-10-21
Park National Corp
DECREASED10,67712,068-1,391-12%$1.8M$1.8M+$26.4K2026-10-05
Oppenheimer & Co Inc
INCREASED10,23210,130+102+1%$1.5M$1.8M+$240.7K2026-10-26
Meridian Wealth Management, LLC
DECREASED9,97810,979-1,001-9%$1.6M$1.7M+$69.6K2026-11-05
Koshinski Asset Management, Inc.
UNCHANGED9,7659,76500%$1.5M$1.7M+$215.1K2026-10-29
J.W. Cole Advisors, Inc.
INCREASED9,7478,753+994+11%$1.3M$1.7M+$364.0K2026-11-05
Noble Family Wealth, LLC
DECREASED9,70610,113-407-4%$1.5M$1.7M+$152.7K2026-10-26
Factor Wealth Management LTD
INCREASED9,6367,284+2,352+32%$1.1M$1.7M+$565.4K2026-10-08
Sharper & Granite LLC
INCREASED9,3977,082+2,315+33%$1.1M$1.6M+$562.8K2026-11-02
SBI Securities Co., Ltd.
DECREASED9,2529,708-456-5%$1.5M$1.6M+$135.4K2026-10-22
Merit Financial Group, LLC
DECREASED9,1549,286-132-1%$1.4M$1.6M+$181.9K2026-11-06
Carolina Wealth Management Inc
UNCHANGED9,0339,03300%$1.4M$1.6M+$199.0K2026-10-29
Raab & Moskowitz Asset Management LLC
INCREASED8,8608,123+737+9%$1.2M$1.5M+$305.9K2026-11-02
NWF Advisory Services Inc.
DECREASED8,7878,804-170%$1.3M$1.5M+$191.0K2026-10-19
Summit Investment Advisors, Inc.\KS
INCREASED8,6896,085+2,604+43%$913.5K$1.5M+$582.5K2026-11-05
Baker Ellis Asset Management LLC
INCREASED8,6758,175+500+6%$1.2M$1.5M+$266.2K2026-10-14
Surience Private Wealth LLC
NEW8,629—+8,629——$1.5M—2026-10-16
Valeo Financial Advisors, LLC
DECREASED8,3578,723-366-4%$1.3M$1.4M+$129.1K2026-10-08
Cornerstone Wealth Management, LLC
DECREASED8,31111,768-3,457-29%$1.8M$1.4M-$335.9K2026-11-04
Salem Investment Counselors Inc
UNCHANGED8,2348,23400%$1.2M$1.4M+$181.4K2026-10-13
55 North Private Wealth, LLC
INCREASED8,1938,000+193+2%$1.2M$1.4M+$209.4K2026-10-20
Farther Finance Advisors, LLC
DECREASED8,1718,550-379-4%$1.3M$1.4M+$123.1K2026-10-08
Sonata Capital Group Inc
INCREASED8,0207,920+100+1%$1.2M$1.4M+$191.7K2026-10-19
Nations Financial Group Inc,
INCREASED7,8277,566+261+3%$1.1M$1.3M+$211.6K2026-11-05
TCI Wealth Advisors, Inc.
DECREASED7,6787,872-194-2%$1.2M$1.3M+$140.0K2026-10-30
CoreCap Advisors, LLC
DECREASED7,4948,134-640-8%$1.2M$1.3M+$69.1K2026-10-08
Cove Private Wealth, LLC
UNCHANGED7,3757,37500%$1.1M$1.3M+$162.5K2026-10-28
Versant Capital Management, Inc
INCREASED6,9706,966+4+0%$1.0M$1.2M+$154.3K2026-10-02
Modera Wealth Management, LLC
INCREASED6,9576,323+634+10%$949.3K$1.2M+$248.4K2026-10-28
Capital Wealth Alliance, LLC
DECREASED6,68614,695-8,009-54%$2.2M$1.2M-$1.1M2026-10-20
Vise Technologies, Inc.
INCREASED6,5875,225+1,362+26%$784.4K$1.1M+$349.6K2026-10-29
Financial Management Network Inc
INCREASED6,5586,557+1+0%$1.1M$1.2M+$86.4K2026-10-09
Fisher Asset Management, LLC
DECREASED6,5468,094-1,548-19%$1.2M$1.1M-$88.1K2026-11-06
Praetorian Wealth Management, Inc.
DECREASED6,5206,629-109-2%$995.2K$1.1M+$127.3K2026-10-16
Allworth Financial LP
INCREASED6,5166,482+34+1%$973.2K$978.3K+$5.1K2026-11-06
RFG Advisory, LLC
DECREASED6,4029,209-2,807-30%$1.4M$1.1M-$280.4K2026-11-03
Blackston Financial Advisory Group, LLC
DECREASED6,1616,254-93-1%$938.9K$1.1M+$121.8K2026-11-04
Woodward Diversified Capital, LLC
DECREASED6,1276,401-274-4%$961.0K$1.1M+$93.8K2026-10-21
Financial Perspectives, Inc
DECREASED6,1116,249-138-2%$938.1K$1.1M+$114.0K2026-11-03
Global Strategic Investment Solutions, LLC
UNCHANGED6,0936,09300%$914.7K$1.0M+$134.2K2026-10-16
Fee-Only Financial Planning, L.C.
DECREASED6,0006,400-400-6%$960.8K$1.0M+$72.1K2026-10-23
Parsons Capital Management Inc
INCREASED5,9995,698+301+5%$855.4K$1.0M+$177.3K2026-10-28
Prime Capital Investment Advisors, LLC
DECREASED5,6566,409-753-12%$962.1K$973.7K+$11.6K2026-10-20
Phillips Financial Management, LLC
DECREASED5,5655,664-99-2%$850.3K$958.1K+$107.7K2026-10-19
Tranquility Partners, LLC
UNCHANGED5,5505,55000%$833.2K$955.5K+$122.3K2026-10-20
Krilogy Financial LLC
INCREASED5,5495,331+218+4%$800.3K$1.0M+$223.9K2026-10-13
First Bancorp, Inc
DECREASED5,5465,796-250-4%$870.2K$954.8K+$84.6K2026-10-26
Center for Financial Planning, Inc.
INCREASED5,5185,494+24+0%$824.8K$950.0K+$125.2K2026-10-26
Focus Financial Network, Inc.
INCREASED5,5105,477+33+1%$822.3K$948.5K+$126.3K2026-10-14
Kohmann Bosshard Financial Services, LLC
INCREASED5,5005,235+265+5%$785.9K$946.9K+$160.9K2026-11-04
Signature Estate & Investment Advisors LLC
INCREASED5,4745,443+31+1%$817.1K$942.4K+$125.3K2026-10-13
Colony Family Offices, LLC
UNCHANGED5,4715,47100%$821.4K$941.9K+$120.5K2026-10-22
CGN Advisors LLC
DECREASED5,4445,690-246-4%$854.2K$937.2K+$82.9K2026-10-21
Fiduciary Alliance LLC
DECREASED5,2695,317-48-1%$798.3K$907.1K+$108.8K2026-10-13
Laurel OAK Wealth Management, LLC
DECREASED5,2695,302-33-1%$795.9K$907.2K+$111.3K2026-10-19
Axxcess Wealth Management, LLC
INCREASED5,2685,222+46+1%$783.9K$906.9K+$123.0K2026-10-21
Evanson Financial, LLC
INCREASED5,2535,237+16+0%$786.3K$904.3K+$118.0K2026-10-23
MontVue Capital Management, Inc.
UNCHANGED5,1565,15600%$774.0K$887.6K+$113.6K2026-10-19
Nordwand Advisors, LLC
DECREASED5,1405,240-100-2%$786.7K$884.9K+$98.2K2026-11-05
Exchange Traded Concepts, LLC
DECREASED5,12826,932-21,804-81%$4.0M$882.8K-$3.2M2026-10-28
Wedmont Private Capital
INCREASED5,1024,643+459+10%$722.0K$931.6K+$209.6K2026-10-09
Park Avenue Securities LLC
NEW5,096—+5,096——$877—2026-10-26
First Financial Corp
DECREASED5,0385,289-251-5%$794.0K$867.3K+$73.3K2026-10-13
Argentarii, LLC
UNCHANGED4,9854,98500%$857.2K$858.2K+$9972026-10-28
Cypress Wealth Services, LLC
INCREASED4,8824,858+24+0%$729.3K$872.2K+$142.9K2026-10-21
Sidoxia Capital Management, LLC
INCREASED4,8744,571+303+7%$686.3K$839.1K+$152.9K2026-10-28
TMB Capital Partners, LLC
DECREASED4,8414,948-107-2%$742.8K$833.4K+$90.6K2026-10-20
Avantax Planning Partners, Inc.
INCREASED4,7114,621+90+2%$693.7K$811.0K+$117.3K2026-11-03
John A. Wolfe & Associates, Inc.
DECREASED4,6954,804-109-2%$721.3K$808.4K+$87.1K2026-11-06
Jm2 Capital Inc.
UNCHANGED4,6364,63600%$696.0K$798.1K+$102.1K2026-10-14
Carnegie Investment Counsel
DECREASED4,4704,935-465-9%$740.9K$769.6K+$28.7K2026-10-20
Indivisible Partners
NEW4,419—+4,419——$760.8K—2026-10-26
Bailard, Inc.
DECREASED4,4174,442-25-1%$666.9K$760.4K+$93.6K2026-10-13
J. Safra Sarasin Holding AG
UNCHANGED4,4004,40000%$761.4K$761.4K$02026-10-26
American Institute for Advanced Investment Management, LLP
INCREASED4,3954,055+340+8%$608.8K$756.6K+$147.9K2026-11-03
PDS Planning, Inc
DECREASED4,2285,067-839-17%$760.7K$728.0K-$32.8K2026-11-03
Daymark Wealth Partners, LLC
INCREASED4,2063,656+550+15%$548.9K$724.2K+$175.3K2026-11-04
Global Wealth Management, LLC
INCREASED4,1654,140+25+1%$621.6K$717.1K+$95.5K2026-10-15
Avidian Wealth Enterprises, LLC
INCREASED4,1451,394+2,751+197%$209.3K$713.6K+$504.4K2026-10-08
Investment Research & Advisory Group, Inc.
INCREASED4,1354,110+25+1%$617.1K$711.9K+$94.8K2026-10-19
Union Savings Bank
UNCHANGED4,0714,07100%$611.2K$700.9K+$89.7K2026-10-14
Sheets Smith Wealth Management
DECREASED4,0455,768-1,723-30%$866.0K$696.3K-$169.6K2026-10-16
Institute for Wealth Management, Llc.
DECREASED4,0264,345-319-7%$652.4K$693.1K+$40.7K2026-11-06
Cora Capital Advisors LLC
DECREASED3,9704,799-829-17%$720.5K$683.5K-$37.1K2026-11-02
IVC Wealth Advisors LLC
UNCHANGED3,9403,94000%$591.5K$678.3K+$86.8K2026-10-23
Heartwood Wealth Advisors LLC
UNCHANGED3,8103,81000%$572.0K$655.9K+$83.9K2026-10-05
Kingswood Wealth Advisors, LLC
DECREASED3,7963,816-20-1%$572.9K$653.5K+$80.6K2026-10-23
Clearstead Advisors, LLC
INCREASED3,7833,779+4+0%$567.4K$651.2K+$83.8K2026-11-06
Guyasuta Investment Advisors Inc
UNCHANGED3,7403,74000%$561.5K$643.9K+$82.4K2026-10-15
Graves Light Lenhart Wealth, Inc.
DECREASED3,6833,734-51-1%$560.6K$634.1K+$73.5K2026-10-09
TD Waterhouse Canada Inc.
UNCHANGED3,6503,65000%$545.1K$640.8K+$95.8K2026-10-16
Chatham Capital Group, Inc.
INCREASED3,6453,395+250+7%$509.7K$627.5K+$117.8K2026-10-16
Avion Wealth
INCREASED3,6423,619+23+1%$543.0K$626-$542.4K2026-11-04
Advantage Trust Co
UNCHANGED3,6153,61500%$542.7K$622.4K+$79.6K2026-10-19
Univest Financial Corp
DECREASED3,6143,660-46-1%$549.5K$622.2K+$72.7K2026-11-05
Apollon Wealth Management, LLC
INCREASED3,6143,569+45+1%$535.8K$622.1K+$86.3K2026-10-23
Welch Group, LLC
INCREASED3,5122,141+1,371+64%$321.4K$604.6K+$283.2K2026-10-29
Soltis Investment Advisors LLC
DECREASED3,4953,666-171-5%$550.4K$601.8K+$51.4K2026-10-28
Verus Financial Partners, Inc.
INCREASED3,4883,467+21+1%$520.5K$600.4K+$80.0K2026-10-29
AdvisorNet Financial, Inc
INCREASED3,4353,405+30+1%$511.1K$647.1K+$136.0K2026-10-15
Altfest L J & Co Inc
DECREASED3,4233,911-488-12%$587.2K$589.2K+$2.0K2026-10-27
High Net Worth Advisory Group LLC
INCREASED3,4033,384+19+1%$508.2K$586.0K+$77.8K2026-10-26
Integrity Alliance, Llc.
INCREASED3,3323,203+129+4%$480.9K$573.6K+$92.8K2026-10-29
Garde Capital, Inc.
INCREASED3,2953,172+123+4%$476.2K$567.3K+$91.1K2026-10-29
NorthCrest Asset Manangement, LLC
UNCHANGED3,2873,28700%$508.8K$600.2K+$91.3K2026-10-13
Principle Wealth Partners LLC
DECREASED3,2853,511-226-6%$527.1K$565.6K+$38.5K2026-11-02
Clear Wave Wealth Management LLC
UNCHANGED3,2503,25000%$488.0K$559.6K+$71.6K2026-11-04
Davenport & Co LLC
DECREASED3,2473,431-184-5%$515.1K$559.0K+$43.9K2026-10-14
Nilsine Partners, LLC
INCREASED3,2123,184+28+1%$478.0K$553.0K+$75.0K2026-11-02
Indiana Trust & Investment Management Co
UNCHANGED3,2003,20000%$480.4K$550.9K+$70.5K2026-10-22
Hoge Financial Services, LLC
DECREASED3,1453,298-153-5%$495.1K$541.4K+$46.3K2026-11-05
McClarren Financial Advisors, Inc.
INCREASED3,1323,115+17+1%$467.6K$539.2K+$71.6K2026-10-15
Advisor Resource Council
NEW3,113—+3,113——$553.7K—2026-11-05
TD Private Client Wealth LLC
DECREASED3,1013,166-65-2%$475.3K$533.9K+$58.6K2026-10-28
Capital Advantage, Inc.
INCREASED3,0913,090+1+0%$463.9K$532.2K+$68.3K2026-10-14
Cambridge Advisors Inc.
UNCHANGED3,0733,07300%$461.3K$529.0K+$67.7K2026-10-19
Resonant Capital Advisors, LLC
DECREASED3,0623,571-509-14%$536.1K$527.2K-$9.0K2026-10-15
Manchester Capital Management LLC
UNCHANGED3,0293,02900%$454.7K$521.5K+$66.7K2026-10-22
Blume Capital Management, Inc.
UNCHANGED3,0103,01000%$451.9K$518.2K+$66.3K2026-10-26
Certified Advisory Corp
INCREASED3,0092,933+76+3%$440.4K$518.0K+$77.6K2026-10-29
Provenance Wealth Advisors, LLC
INCREASED2,9932,936+57+2%$440.8K$515.3K+$74.5K2026-10-30
Ted Buchan & Co
UNCHANGED2,9012,90100%$435.5K$499.4K+$63.9K2026-10-23
Compass Financial Group, Inc
INCREASED2,8792,571+308+12%$386.0K$495.7K+$109.6K2026-10-13
Creative Financial Designs Inc
INCREASED2,867885+1,982+224%$132.8K$493.7K+$360.8K2026-11-04
Sherry Group, Inc.
INCREASED2,8592,829+30+1%$428.0K$492.2K+$64.2K2026-10-09
Solutions 4 Wealth, Ltd
UNCHANGED2,8242,82400%$424.0K$486.2K+$62.2K2026-11-03
SteelPeak Wealth, LLC
NEW2,805—+2,805——$482.9K—2026-10-16
Trinity Financial Advisors LLC
INCREASED2,8002,797+3+0%$419.9K$482.1K+$62.2K2026-10-09
SC&H Financial Advisors, Inc.
INCREASED2,7952,789+6+0%$418.7K$481.1K+$62.5K2026-10-14
Yoder Wealth Management, Inc.
UNCHANGED2,7332,73300%$410.3K$470.5K+$60.2K2026-10-13
Trust Point Inc.
UNCHANGED2,7312,73100%$410.0K$470.2K+$60.2K2026-10-27
StoneX Group Inc.
DECREASED2,7244,545-1,821-40%$709.5K$469.0K-$240.5K2026-11-03
Avalon Capital Management
UNCHANGED2,7182,71800%$408.1K$467.9K+$59.9K2026-11-04
Echo45 Advisors LLC
NEW2,717—+2,717——$467.8K—2026-10-07
Klingman & Associates, LLC
UNCHANGED2,7072,70700%$406.4K$466.0K+$59.6K2026-10-20
Chemistry Wealth Management LLC
UNCHANGED2,6992,69900%$405.2K$464.7K+$59.5K2026-10-16
Wealthcare Advisory Partners LLC
INCREASED2,6861,837+849+46%$275.8K$462.4K+$186.6K2026-10-21
Idaho Trust Co
DECREASED2,6572,778-121-4%$417.1K$457.4K+$40.4K2026-11-04
Plan Group Financial, LLC
INCREASED2,6492,049+600+29%$307.6K$501.1K+$193.5K2026-10-22
Peterson Wealth Advisors, LLC
INCREASED2,6102,599+11+0%$390.2K$449.3K+$59.1K2026-10-08
Diesslin Group, Inc.
INCREASED2,5742,559+15+1%$384.2K$443.2K+$59.0K2026-10-14
United Advisor Group, LLC
DECREASED2,5733,112-539-17%$467.1K$443.0K-$24.1K2026-11-03
Planning Strategies Inc.
UNCHANGED2,5552,55500%$383.6K$439.9K+$56.3K2026-10-02
Independent Wealth Network Inc.
DECREASED2,5352,542-70%$381.6K$436.4K+$54.8K2026-10-19
Bayshore Capital Advisors, LLC
UNCHANGED2,5222,52200%$378.6K$434.2K+$55.6K2026-11-02
PKS Advisory Services, LLC
UNCHANGED2,5222,52200%$378.6K$378.6K$02026-10-26
Calder Financial LLC
DECREASED2,4682,546-78-3%$382.3K$424.9K+$42.6K2026-10-13
Blake Schutter Theil Wealth Advisors, LLC
UNCHANGED2,4682,46800%$370.5K$424.9K+$54.4K2026-11-02
Steel Grove Capital Advisors, LLC
INCREASED2,4672,375+92+4%$356.6K$424.7K+$68.2K2026-10-13
Compass Ion Advisors, LLC
INCREASED2,4332,365+68+3%$355.0K$418.8K+$63.8K2026-10-23
Bluesphere Advisors LLC
UNCHANGED2,3542,35400%$353.4K$405.3K+$51.9K2026-10-19
Firestone Capital Management
INCREASED2,3292,203+126+6%$330.7K$400.9K+$70.2K2026-11-03
Wedbush Securities Inc
INCREASED2,3231,441+882+61%$216.0K$400-$215.6K2026-10-22
Northside Capital Management, LLC
UNCHANGED2,3082,30800%$346.5K$397.3K+$50.8K2026-10-13
Colton Groome Financial Advisors, LLC
UNCHANGED2,3052,30500%$346.1K$396.8K+$50.8K2026-10-06
Cowa, LLC
UNCHANGED2,3002,30000%$345.3K$396.0K+$50.7K2026-10-30
Twelve Points Wealth Management LLC
INCREASED2,2951,745+550+32%$262.0K$448.6K+$186.6K2026-11-03
Fifth Third Wealth Advisors LLC
UNCHANGED2,2902,29000%$343.8K$394.2K+$50.4K2026-10-22
RBA Wealth Management, LLC
DECREASED2,2832,745-462-17%$412.1K$393.1K-$19.0K2026-10-28
Chicago Partners Investment Group LLC
DECREASED2,2542,652-398-15%$446.0K$435.0K-$11.0K2026-10-27
Financial & Tax Architects, LLC
DECREASED2,2292,554-325-13%$383.4K$383.8K+$3902026-10-15
Beese Fulmer Investment Management, Inc.
UNCHANGED2,2102,21000%$331.8K$380.5K+$48.7K2026-10-23
Titleist Asset Management, LLC
DECREASED2,2032,569-366-14%$385.7K$379.4K-$6.3K2026-10-08
US Bancorp \de\
INCREASED2,1862,053+133+6%$308.2K$376.3K+$68.1K2026-11-05
Covestor Ltd
INCREASED2,1792,126+53+2%$319.0K$375-$318.6K2026-10-30
Sentinel Trust Co LBA
UNCHANGED2,1702,17000%$326$374+$482026-11-03
CRA Financial Services, LLC
DECREASED2,1592,209-50-2%$331.6K$371.6K+$40.0K2026-10-16
NorthLanding Financial Partners, LLC
INCREASED2,1532,140+13+1%$321.3K$370.6K+$49.3K2026-10-15
Harbor Asset Planning, Inc.
INCREASED2,1321,802+330+18%$270.5K$367.2K+$96.7K2026-10-23
Strategic Advocates LLC
INCREASED2,1302,109+21+1%$316.6K$366.7K+$50.1K2026-11-03
Optima Capital LLC
DECREASED2,1232,258-135-6%$338.9K$365.5K+$26.5K2026-10-29
Parr Mcknight Wealth Management Group, LLC
DECREASED2,1142,417-303-13%$362.8K$364.0K+$1.2K2026-10-30
Laurel Wealth Advisors LLC
UNCHANGED2,1002,10000%$315.3K$361.5K+$46.3K2026-10-27
Opus Capital Group, LLC
INCREASED2,0902,086+4+0%$313.0K$360-$312.6K2026-10-30
CWA Asset Management Group, LLC
UNCHANGED2,0832,08300%$312.7K$358.6K+$45.9K2026-10-19
Elevation Point Wealth Partners, LLC
INCREASED2,0221,995+27+1%$299.5K$348.1K+$48.6K2026-11-05
KDK Private Wealth Management, LLC
UNCHANGED2,0182,01800%$303.0K$347.4K+$44.5K2026-11-03
Ryan Investment Management, Inc.
NEW2,007—+2,007——$345.5K—2026-10-20
Arlington Trust Co LLC
NEW2,000—+2,000——$344.3K—2026-10-20
Black Diamond Financial, LLC
UNCHANGED1,9911,99100%$298.9K$342.8K+$43.9K2026-10-26
Patten & Patten Inc
DECREASED1,9882,318-330-14%$348.0K$342.3K-$5.7K2026-10-26
Northeast Investment Management
UNCHANGED1,9751,97500%$296.5K$340.0K+$43.5K2026-10-30
Arsenal Capital Advisors LLC
INCREASED1,9671,769+198+11%$265.6K$338.6K+$73.0K2026-11-02
Deutsche Bank Ag\
INCREASED1,9271,427+500+35%$214.2K$331.8K+$117.5K2026-11-06
Kathmere Capital Management, LLC
UNCHANGED1,9251,92500%$289.0K$331.4K+$42.4K2026-10-20
Sound Income Strategies, LLC
DECREASED1,9242,350-426-18%$352.8K$351.4K-$1.5K2026-10-09
Apella Capital, LLC
INCREASED1,9221,651+271+16%$254.8K$341.4K+$86.6K2026-10-08
Enclave Advisors LLC
DECREASED1,9143,152-1,238-39%$473.3K$329.5K-$143.8K2026-10-14
Matauro, LLC
DECREASED1,9111,946-35-2%$292.1K$329.0K+$36.9K2026-11-03
Baker Avenue Asset Management, LP
INCREASED1,9021,773+129+7%$266.2K$327.4K+$61.2K2026-11-06
Warner Financial, Inc
INCREASED1,8891,883+6+0%$282.7K$325.2K+$42.5K2026-11-06
Nicholas Hoffman & Company, Llc.
INCREASED1,8771,871+6+0%$280.9K$323.2K+$42.3K2026-10-30
Myecfo, LLC
DECREASED1,8721,922-50-3%$288.6K$322.3K+$33.7K2026-10-14
Annex Advisory Services, LLC
INCREASED1,8261,364+462+34%$204.8K$314.3K+$109.5K2026-10-16
Howard Wealth Management, LLC
DECREASED1,8211,826-50%$274.2K$313.5K+$39.3K2026-10-28
Walkner Condon Financial Advisors LLC
DECREASED1,8071,957-150-8%$293.8K$311.1K+$17.3K2026-11-02
GFS Advisors, LLC
UNCHANGED1,8001,80000%$905.9K$310.0K-$595.9K2026-11-03
McKinley Carter Wealth Services, Inc.
UNCHANGED1,7881,78800%$268.5K$307.8K+$39.3K2026-10-16
Burney Co/
NEW1,769—+1,769——$304.6K—2026-10-15
Joel Isaacson & Co., LLC
NEW1,761—+1,761——$303.2K—2026-11-05
Silverlake Wealth Management LLC
NEW1,758—+1,758——$302.7K—2026-10-21
HBK Sorce Advisory LLC
DECREASED1,7561,995-239-12%$322.3K$300.4K-$21.9K2026-11-06
Level Four Advisory Services, LLC
DECREASED1,7541,761-70%$264.5K$302.1K+$37.6K2026-11-06
Wealthcare Capital Partners, LLC
INCREASED1,6761,665+11+1%$249.9K$288.5K+$38.5K2026-10-21
Diversify Advisory Services, LLC
DECREASED1,6731,848-175-9%$304.1K$310.3K+$6.2K2026-10-20
Diversify Wealth Management, LLC
DECREASED1,6731,848-175-9%$304.1K$310.3K+$6.2K2026-10-20
Ritholtz Wealth Management
INCREASED1,6681,655+13+1%$248.5K$287.1K+$38.6K2026-11-05
Hofer & Associates. Inc
NEW1,650—+1,650——$284.1K—2026-10-13
RED Crane Wealth Management, LLC
UNCHANGED1,6501,65000%$247.7K$284.1K+$36.3K2026-10-14
Mustard Seed Financial, LLC
INCREASED1,6361,484+152+10%$222.8K$281.7K+$58.9K2026-10-30
Victory Financial Group, LLC
INCREASED1,6351,625+10+1%$244.0K$281.4K+$37.5K2026-10-27
Dynamic Advisor Solutions LLC
DECREASED1,5821,710-128-7%$256.7K$272.4K+$15.7K2026-10-13
Fischer Financial Services, Inc.
DECREASED1,5781,673-95-6%$251.2K$271.7K+$20.5K2026-10-30
Rhodes Investment Advisors Inc
NEW1,577—+1,577——$271.5K—2026-10-07
waypoint wealth counsel
INCREASED1,5681,567+1+0%$235.3K$270.0K+$34.7K2026-10-22
Boltwood Capital Management
DECREASED1,5491,659-110-7%$249.1K$266.7K+$17.6K2026-10-02
First Premier Bank
UNCHANGED1,5481,54800%$232$266+$342026-10-13
Spire Wealth Management
INCREASED1,547622+925+149%$93.4K$266.4K+$173.0K2026-10-30
Capital Investment Counsel, LLC
UNCHANGED1,5451,54500%$231.9K$265.9K+$34.0K2026-10-14
JFS Wealth Advisors, LLC
UNCHANGED1,5131,51300%$227.2K$260.5K+$33.3K2026-11-03
West Bancorporation Inc
UNCHANGED1,4951,49500%$224.4K$257.4K+$32.9K2026-10-29
Armstrong Advisory Group, Inc
INCREASED1,4911,489+2+0%$223.6K$256.6K+$33.1K2026-10-09
Kachkovsky & Fisher, Inc.
INCREASED1,4801,472+8+1%$220.9K$254.9K+$33.9K2026-10-21
Diversified Trust Co
DECREASED1,4771,538-61-4%$231.0K$254.1K+$23.1K2026-11-06
Private Management Group Inc
UNCHANGED1,4601,46000%$219.2K$251.4K+$32.2K2026-11-04
BOS Asset Management, LLC
DECREASED1,4493,143-1,694-54%$471.8K$249.4K-$222.4K2026-10-09
LongView Wealth Management
UNCHANGED1,4441,44400%$216.8K$248.6K+$31.8K2026-10-19
NTV Asset Management LLC
NEW1,422—+1,422——$244.8K—2026-10-23
Collective Family Office LLC
UNCHANGED1,4181,41800%$212.9K$244.1K+$31.2K2026-10-05
Cyndeo Wealth Partners, LLC
INCREASED1,4171,416+1+0%$212.6K$244.0K+$31.4K2026-10-16
International Assets Investment Management, LLC
DECREASED1,4041,480-76-5%$221.0K$246.5K+$25.5K2026-11-02
Wilmington Savings Fund Society, FSB
UNCHANGED1,3831,38300%$207.6K$238.1K+$30.5K2026-10-23
HUB Investment Partners, LLC
NEW1,381—+1,381——$237.8K—2026-11-03
Total Clarity Wealth Management, Inc.
DECREASED1,3741,387-13-1%$208.2K$236.6K+$28.5K2026-10-26
Segment Wealth Management, LLC
UNCHANGED1,3501,35000%$202.7K$232.4K+$29.7K2026-10-26
Security Financial Services, Inc.
DECREASED1,3471,554-207-13%$233.3K$231.9K-$1.4K2026-10-29
Jacobi Capital Management LLC
NEW1,333—+1,333——$229.5K—2026-11-05
Sterling Financial Planning, Inc.
NEW1,304—+1,304——$224.5K—2026-10-28
Motive Wealth Advisors
NEW1,304—+1,304——$224.5K—2026-10-26
Howard Capital Management, LLC
NEW1,302—+1,302——$224.2K—2026-10-16
Value Investment Professionals, LLC
NEW1,301—+1,301——$224.0K—2026-10-13
Collaborative Wealth Managment Inc.
DECREASED1,2892,222-933-42%$333.5K$221.9K-$111.7K2026-11-06
Encompass More Asset Management
NEW1,285—+1,285——$221.2K—2026-10-16
Mirae Asset Global Investments Co., Ltd.
NEW1,276—+1,276——$219.7K—2026-11-03
Compound Planning, Inc.
NEW1,267—+1,267——$218.1K—2026-11-05
North Star Investment Management Corp.
DECREASED1,2581,487-229-15%$223.2K$216.6K-$6.6K2026-10-27
Charles Schwab Trust Co
NEW1,257—+1,257——$216.4K—2026-10-15
Traynor Capital Management, Inc.
NEW1,247—+1,247——$214.7K—2026-10-29
Investmark Advisory Group LLC
NEW1,228—+1,228——$211.5K—2026-10-27
Meredith Wealth Planning
NEW1,224—+1,224——$210.7K—2026-10-14
Colonial River Investments, LLC
NEW1,206—+1,206——$207.6K—2026-10-19
Zullo Investment Group, Inc.
NEW1,205—+1,205——$207.5K—2026-10-20
Innovative Wealth Building LLC
NEW1,201—+1,201——$206.8K—2026-10-14
Anson Capital, Inc.
NEW1,178—+1,178——$202.9K—2026-10-23
Hardin Capital Partners, LLC
NEW1,176—+1,176——$202.5K—2026-10-09
Destiny Wealth Partners, LLC
NEW1,173—+1,173——$219.8K—2026-11-05
Diversified Enterprises, LLC
NEW1,162—+1,162——$200.1K—2026-10-19
Hurley Capital, LLC
INCREASED1,1621,086+76+7%$163.1K$200.1K+$37.0K2026-11-05
IFP Advisors, Inc
DECREASED1,1451,497-352-24%$224.7K$197.1K-$27.6K2026-10-16
Investors Research Corp
UNCHANGED1,1391,13900%$171.0K$196.1K+$25.1K2026-10-07
Larson Financial Group LLC
INCREASED1,118766+352+46%$115.0K$192.4K+$77.4K2026-11-05
Mather Group, Llc.
INCREASED1,088675+413+61%$101.3K$187.3K+$86.0K2026-10-14
UMB Bank, n.a.
UNCHANGED1,0001,00000%$150.1K$172.2K+$22.0K2026-11-06
Russell Investments Group, Ltd.
INCREASED975608+367+60%$91.2K$167.8K+$76.6K2026-11-06
Security National Bank
UNCHANGED95595500%$143.4K$164.4K+$21.0K2026-10-26
Bayban
UNCHANGED94394300%$141.6K$141.6K$02026-11-05
Private Wealth Management Group, LLC
UNCHANGED94094000%$141.1K$161.8K+$20.7K2026-10-19
Olistico Wealth, LLC
INCREASED902898+4+0%$134.8K$155.4K+$20.6K2026-10-05
City State Bank
DECREASED8791,407-528-38%$211.2K$151.3K-$59.9K2026-10-20
Lanark Financial, Inc.
DECREASED859860-10%$129.2K$147.9K+$18.7K2026-10-26
Westside Investment Management, Inc.
UNCHANGED84284200%$126.4K$147.6K+$21.2K2026-11-02
Trust Co of Vermont
DECREASED827852-25-3%$127.9K$142.4K+$14.5K2026-10-21
Coston, McIsaac & Partners
UNCHANGED82582500%$123.0K$142.2K+$19.2K2026-11-06
EverSource Wealth Advisors, LLC
INCREASED803759+44+6%$114.0K$138.2K+$24.2K2026-11-04
Triumph Capital Management
DECREASED7751,403-628-45%$210.6K$133.4K-$77.2K2026-10-14
Transce3nd, LLC
NEW685—+685——$130.1K—2026-10-26
Root Financial Partners, LLC
NEW681—+681——$117.2K—2026-10-21
Vermillion Wealth Management, Inc.
DECREASED6701,215-545-45%$182.4K$115.3K-$67.0K2026-10-26
Ashton Thomas Securities, LLC
UNCHANGED62562500%$93.8K$107.6K+$13.8K2026-10-26
Three Bridge Wealth Advisors, LLC
NEW506—+506——$87.1K—2026-11-05
Physician Wealth Advisors, Inc.
INCREASED466299+167+56%$44.9K$80.2K+$35.3K2026-10-20
Capital Investment Advisory Services, LLC
DECREASED464515-51-10%$77.4K$80.1K+$2.7K2026-10-30
Davis Capital Management
UNCHANGED40140100%$60.2K$69.0K+$8.8K2026-10-08
Community Financial Services Group, LLC
UNCHANGED39939900%$59.6K$70.1K+$10.5K2026-10-15
Cape Investment Advisory, Inc.
INCREASED389334+55+16%$50.1K$67.0K+$16.8K2026-10-13
Advanced Asset Management Advisors Inc
UNCHANGED38638600%$58.0K$66.5K+$8.5K2026-10-20
Beacon Investment Advisory Services, Inc.
UNCHANGED37237200%$55.8K$64.0K+$8.2K2026-10-13
Gamma Investing LLC
UNCHANGED34234200%$51.3K$58.9K+$7.5K2026-10-08
Key FInancial Inc
DECREASED301455-154-34%$68.3K$51.8K-$16.5K2026-11-02
Northstar Asset Management Co
INCREASED300275+25+9%$46.3K$57.0K+$10.7K2026-10-22
Next Level Wealth Planning, LLC
NEW278—+278——$47.9K—2026-10-29
Bullock Wealth Management Group
INCREASED272271+1+0%$40.4K$47.8K+$7.4K2026-10-09
Costello Asset Management, Inc
DECREASED269282-13-5%$42.3K$46.3K+$4.0K2026-10-30
Highline Wealth Partners LLC
UNCHANGED26426400%$39.6K$45.5K+$5.8K2026-10-19
Rakuten Securities, Inc.
INCREASED253107+146+136%$16.1K$43.6K+$27.5K2026-11-02
Coastline Trust Co
UNCHANGED25025000%$37.5K$43.0K+$5.5K2026-10-01
Signaturefd, LLC
INCREASED2401+239+23900%$129$41.4K+$41.3K2026-10-23
Quest 10 Wealth Builders, Inc.
INCREASED222221+1+0%$33.2K$38.3K+$5.1K2026-11-02
Abound Wealth Management
INCREASED215143+72+50%$21.5K$37.1K+$15.6K2026-10-26
Dhjj Financial Advisors, Ltd.
UNCHANGED21221200%$31.8K$36.5K+$4.7K2026-10-23
Tradewinds Capital Management, LLC
INCREASED211209+2+1%$31.4K$36.2K+$4.8K2026-10-23
Bank of New Hampshire
UNCHANGED21021000%$31.5K$36.2K+$4.6K2026-10-06
Murphy & Mullick Capital Management Corp
UNCHANGED19319300%$28.9K$33.2K+$4.3K2026-11-02
Gleason Group, Inc.
DECREASED188221-33-15%$33.2K$32.4K-$7952026-10-15
Nova Financial LLC
NEW186—+186——$32.0K—2026-11-04
Creative Capital Management Investments LLC
UNCHANGED18618600%$27.9K$32.0K+$4.1K2026-10-28
MilWealth Group LLC
UNCHANGED18518500%$27.8K$31.9K+$4.1K2026-11-02
Golden State Wealth Management, LLC
UNCHANGED16716700%$25.1K$28.8K+$3.7K2026-11-02
Evermay Wealth Management LLC
INCREASED165150+15+10%$22.5K$28.4K+$5.9K2026-11-05
Cranbrook Wealth Management, LLC
UNCHANGED16416400%$24.6K$28.2K+$3.6K2026-10-28
Financial Consulate, Inc
DECREASED160169-9-5%$25.4K$27.6K+$2.2K2026-10-23
Peachtree Investment Partners, LLC
INCREASED158157+1+1%$23.6K$27.2K+$3.6K2026-11-05
Vision Financial Markets LLC
UNCHANGED15615600%$23.3K$27.4K+$4.1K2026-10-22
Frisco Financial Planning LLC
UNCHANGED15015000%$22.5K$25.8K+$3.3K2026-10-05
Jnba Financial Advisors
INCREASED14878+70+90%$11.7K$25.5K+$13.8K2026-11-03
Archer Investment Corp
UNCHANGED14214200%$21.3K$24.4K+$3.1K2026-11-05
Clark Wealth Partners
INCREASED135134+1+1%$20.2K$23.3K+$3.1K2026-10-19
Trust Co
INCREASED13079+51+65%$11.9K$22.4K+$10.5K2026-10-09
Quaker Wealth Management, LLC
INCREASED12811+117+1064%$1.7K$22.1K+$20.4K2026-10-22
Winch Advisory Services, LLC
UNCHANGED12712700%$19.0K$21.9K+$2.9K2026-11-06
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED10810800%$16.2K$18.6K+$2.4K2026-10-23
Allspring Global Investments Holdings, LLC
NEW103—+103——$18.1K—2026-11-04
Asset Dedication, LLC
UNCHANGED10310300%$15.5K$17.7K+$2.3K2026-11-03
Entrust Financial LLC
UNCHANGED10310300%$15.5K$17.7K+$2.3K2026-11-04
Nfsg Corp
UNCHANGED10310300%$15.5K$17.8K+$2.3K2026-10-15
Sunrise Financial Services, LLC
UNCHANGED10210200%$15.3K$17.6K+$2.2K2026-10-21
Evolution Wealth Management Inc.
UNCHANGED10010000%$15.0K$17.2K+$2.2K2026-10-28
Tsfg, LLC
INCREASED9897+1+1%$15$17+$22026-10-23
Hanson & Doremus Investment Management
UNCHANGED969600%$14$17+$32026-10-16
New England Capital Financial Advisors LLC
INCREASED8988+1+1%$13.2K$15.3K+$2.0K2026-11-03
Lodestone Wealth Management LLC
NEW88—+88——$15.2K—2026-10-14
Main Street Group, LTD
UNCHANGED808000%$12.0K$13.8K+$1.8K2026-10-28
Elevate Wealth Advisory, Inc
UNCHANGED777700%$11.6K$13.3K+$1.7K2026-10-29
Private Trust Co NA
DECREASED76106-30-28%$15.9K$13.1K-$2.8K2026-10-20
Hazlett, Burt & Watson, Inc.
UNCHANGED767600%$11$13+$22026-11-04
Horizon Financial Services, LLC
UNCHANGED606000%$9.0K$10.3K+$1.3K2026-11-04
Silver Grove Financial Group, Inc.
NEW55—+55——$9.5K—2026-11-05
Central Trust Co
DECREASED55555-500-90%$83.3K$9.5K-$73.9K2026-11-05
Citizens National Bank Trust Department
UNCHANGED505000%$7.5K$8.6K+$1.1K2026-11-04
Cullen T Bankers, Inc.
INCREASED433+40+1333%$450$7.4K+$7.0K2026-10-28
United Financial Planning Group LLC
UNCHANGED434300%$6.5K$7.4K+$9472026-11-04
Bradley & Co. Private Wealth Management, LLC
UNCHANGED414100%$6.2K$7.1K+$9032026-10-23
Key Capital Management, Inc
UNCHANGED414100%$6.2K$7.1K+$9042026-11-03
Thurston, Springer, Miller, Herd & Titak, Inc.
DECREASED40167-127-76%$25.1K$6.9K-$18.2K2026-10-14
Harbor Investment Advisory, LLC
UNCHANGED393900%$5.9K$6.7K+$8592026-10-13
Cherry Tree Wealth Management, LLC
UNCHANGED383800%$5.7K$6.5K+$8382026-10-15
Financial Network Wealth Advisors LLC
UNCHANGED383800%$5.7K$6.5K+$8372026-10-28
Ascentis Independent Advisors
NEW31—+31——$5.3K—2026-11-03
Parkside Financial Bank & Trust
UNCHANGED292900%$4.4K$5.0K+$6392026-10-27
SYM Financial Corp
UNCHANGED292900%$4.4K$5.0K+$6392026-10-26
Birch Financial Group, LLC
NEW26—+26——$4.5K—2026-10-27
Fairscale Capital, LLC
UNCHANGED252500%$3.8K$4.9K+$1.1K2026-11-04
Montgomery Financial Services LLC
UNCHANGED232300%$3.5K$4.0K+$5072026-11-03
Rosenberg Matthew Hamilton
NEW20—+20——$3.4K—2026-10-05
WPG Advisers, LLC
UNCHANGED202000%$3.0K$3.4K+$4402026-10-27
Plante Moran Financial Advisors, LLC
NEW16—+16——$2.8K—2026-11-04
Barrett & Company, Inc.
NEW15—+15——$2.6K—2026-10-22
POM Investment Strategies, LLC
NEW15—+15——$2.6K—2026-10-20
Burk Holdings LLC
UNCHANGED131300%$2.0K$2.2K+$2862026-11-05
Compass Financial Management LLC
UNCHANGED101000%$1.7K$1.7K+$702026-10-30
Signature Equity Partners, LLC
UNCHANGED9900%$1.4K$1.5K+$1982026-10-29
GHP Investment Advisors, Inc.
UNCHANGED8800%$1.2K$1.4K+$1762026-10-15
Valley National Advisers Inc
UNCHANGED8800%$1.2K$1.4K+$1762026-10-23
Kings Path Partners LLC
UNCHANGED7700%$1.1K$1.2K+$1542026-10-21
First Command Advisory Services, Inc.
NEW6—+6——$1.0K—2026-11-05
Balance Wealth Partners LLC
NEW6—+6——$1.0K—2026-10-27
Concord Wealth Partners
UNCHANGED6600%$901$1.0K+$1322026-11-02
Central Pacific Bank - Trust Division
UNCHANGED1100%$150$172+$222026-10-06
Pinnacle Wealth Planning Services, Inc.
UNCHANGED1100%$150$172+$222026-10-27
Newport Capital Group, LLC
CLOSED023,576-23,576-100%$3.5M$0-$3.5M2026-10-16
First Heartland Consultants, Inc.
CLOSED09,073-9,073-100%$1.4M$0-$1.4M2026-10-08
Kingsbury Capital Investment Advisors LLC
CLOSED05,059-5,059-100%$759.6K$0-$759.6K2026-10-20
Robertson Stephens Wealth Management, LLC
CLOSED04,183-4,183-100%$627.9K$0-$627.9K2026-10-16
Simplex Trading, LLC
CLOSED04,052-4,052-100%$608.3K$0-$608.3K2026-11-04
World Equity Group, Inc.
CLOSED02,984-2,984-100%$448.3K$0-$448.3K2026-10-14
Central Valley Advisors, LLC
CLOSED02,502-2,502-100%$375.8K$0-$375.8K2026-10-27
AlphaStar Capital Management, LLC
CLOSED02,144-2,144-100%$321.9K$0-$321.9K2026-10-16
Mainsail Asset Management, LLC
CLOSED01,384-1,384-100%$225.3K$0-$225.3K2026-10-14
MCF Advisors LLC
CLOSED0805-805-100%$120.9K$0-$120.9K2026-10-28
Robinswood Financial LLC
CLOSED0515-515-100%$77.3K$0-$77.3K2026-10-20
Hara Capital LLC
CLOSED0126-126-100%$18.9K$0-$18.9K2026-10-30
Obsidian CIO, LLC
CLOSED0122-122-100%$18.3K$0-$18.3K2026-11-05
Hilton Head Capital Partners, LLC
CLOSED040-40-100%$6.0K$0-$6.0K2026-10-23
Cornerstone Planning Group LLC
CLOSED036-36-100%$6.0K$0-$6.0K2026-10-16
Boyd Watterson Asset Management LLC
CLOSED031-31-100%$4.7K$0-$4.7K2026-11-06
Gill Capital Partners, LLC
CLOSED025-25-100%$3.8K$0-$3.8K2026-10-13
Barclays PLC
CLOSED018-18-100%$2.7K$0-$2.7K2026-11-06
Brooklyn FI, LLC
CLOSED012-12-100%$2.0K$0-$2.0K2026-11-05
LifeSteps Financial, Inc.
CLOSED010-10-100%$1.5K$0-$1.5K2026-10-15
Tucker Asset Management LLC
CLOSED04-4-100%$601$0-$6012026-10-29
Bank of America Corp
N/A—2,451,315-2,451,315-100%$368.0M———
Morgan Stanley
N/A—1,410,659-1,410,659-100%$211.8M———
UBS Group AG
N/A—985,243-985,243-100%$147.9M———
Wells Fargo & Company
N/A—903,691-903,691-100%$135.7M———
Wealthfront Advisers LLC
N/A—797,265-797,265-100%$119.7M———
Royal Bank of Canada
N/A—530,314-530,314-100%$79.6M———
Manufacturers Life Insurance Company, the
N/A—517,455-517,455-100%$77.7M———
Envestnet Asset Management Inc
N/A—490,537-490,537-100%$73.6M———
Pgim Custom Harvest LLC
N/A—392,086-392,086-100%$58.9M———
SCS Capital Management LLC
N/A—372,081-372,081-100%$55.9M———
Stifel Financial Corp
N/A—312,646-312,646-100%$46.9M———
Cetera Investment Advisers
N/A—259,891-259,891-100%$39.0M———
Empower Advisory Group, LLC
N/A—251,027-251,027-100%$37.7M———
Ameritas Advisory Services, LLC
N/A—229,440-229,440-100%$34.4M———
Osaic Holdings, Inc.
N/A—224,509-224,509-100%$33.7M———
Ameriprise Financial Inc
N/A—217,849-217,849-100%$32.7M———
Raymond James Financial Inc
N/A—212,685-212,685-100%$31.9M———
Northwestern Mutual Wealth Management Co
N/A—203,889-203,889-100%$30.6M———
HighTower Advisors, LLC
N/A—193,821-193,821-100%$29.1M———
Greenline Partners, LLC
N/A—169,158-169,158-100%$25.4M———
Cambridge Associates LLC
N/A—161,826-161,826-100%$24.3M———
Rockefeller Capital Management L.P.
N/A—139,010-139,010-100%$20.9M———
Zuckerman Investment Group, LLC
N/A—116,824-116,824-100%$17.5M———
Mercer Global Advisors Inc
N/A—108,477-108,477-100%$16.3M———
Citadel Advisors LLC
N/A—105,222-105,222-100%$15.8M———
JPMorgan Chase & Co
N/A—101,935-101,935-100%$15.4M———
TrueWealth Financial Partners
N/A—84,927-84,927-100%$12.8M———
Goldman Sachs Group Inc
N/A—83,838-83,838-100%$12.6M———
Swan Capital LLC
N/A—76,808-76,808-100%$11.5M———
Estate Counselors, LLC
N/A—70,139-70,139-100%$10.5M———
Polianta Ltd
N/A—69,600-69,600-100%$10.4K———
Roundview Capital LLC
N/A—64,089-64,089-100%$9.6M———
Elgethun Capital Management
N/A—61,997-61,997-100%$9.3M———
Arax Advisory Partners
N/A—61,464-61,464-100%$9.2M———
Pathstone Holdings, LLC
N/A—59,534-59,534-100%$8.9M———
Captrust Financial Advisors
N/A—58,645-58,645-100%$8.8M———
Marshall Wace, LLP
N/A—56,938-56,938-100%$8.5M———
Two Sigma Investments, LP
N/A—55,300-55,300-100%$8.3M———
Sanctuary Advisors, LLC
N/A—55,136-55,136-100%$8.3M———
Wescap Management Group, Inc.
N/A—52,935-52,935-100%$7.9M———
Dunhill Financial, LLC
N/A—50,901-50,901-100%$7.7M———
MML Investors Services, LLC
N/A—49,652-49,652-100%$7.5M———
Steward Partners Investment Advisory, LLC
N/A—49,184-49,184-100%$7.4M———
Jones Financial Companies Lllp
N/A—48,813-48,813-100%$7.4M———
Cerity Partners LLC
N/A—46,178-46,178-100%$6.9M———
Bellwether Advisors, LLC
N/A—45,967-45,967-100%$6.9M———
Mariner, LLC
N/A—43,488-43,488-100%$6.5M———
Quantinno Capital Management LP
N/A—42,745-42,745-100%$6.4M———
Qube Research & Technologies Ltd
N/A—41,460-41,460-100%$6.2M———
Foundations Investment Advisors, LLC
N/A—41,043-41,043-100%$6.2M———
Susquehanna International Group, LLP
N/A—38,484-38,484-100%$5.8M———
LRI Investments, LLC
N/A—35,822-35,822-100%$5.4M———
Anchor Investment Management, LLC
N/A—34,917-34,917-100%$5.2M———
NewEdge Advisors, LLC
N/A—34,852-34,852-100%$5.2M———
M&T Bank Corp
N/A—34,692-34,692-100%$5.2M———
Flatrock Wealth Partners LLC
N/A—34,265-34,265-100%$5.1M———
AQR Capital Management LLC
N/A—33,841-33,841-100%$5.1M———
Twin Focus Capital Partners, LLC
N/A—32,961-32,961-100%$4.9M———
Hollencrest Capital Management
N/A—32,531-32,531-100%$4.9M———
Beacon Pointe Advisors, LLC
N/A—31,906-31,906-100%$4.8M———
FMR LLC
N/A—29,713-29,713-100%$4.5M———
Tower Research Capital LLC (TRC)
N/A—28,768-28,768-100%$4.3M———
Natixis Advisors, LLC
N/A—28,483-28,483-100%$4.3M———
Janney Montgomery Scott LLC
N/A—27,099-27,099-100%$4.1M———
Alexander Labrunerie & Co., Inc.
N/A—26,671-26,671-100%$4.0M———
Tranquilli Financial Advisor LLC
N/A—26,418-26,418-100%$4.0M———
Neuberger Berman Group LLC
N/A—25,978-25,978-100%$3.9M———
D. E. Shaw & Co., Inc.
N/A—25,657-25,657-100%$3.9M———
Silver Coast Investments LLC
N/A—24,544-24,544-100%$3.7M———
Arkadios Wealth Advisors
N/A—22,821-22,821-100%$3.4M———
Atlas Capital Advisors Inc.
N/A—22,350-22,350-100%$3.4M———
BlackRock, Inc.
N/A—22,076-22,076-100%$3.3M———
Richmond Brothers, Inc.
N/A—21,692-21,692-100%$3.3M———
Jane Street Group, LLC
N/A—20,781-20,781-100%$3.1M———
J. M. Brown & Associates Inc.
N/A—20,287-20,287-100%$3.0M———
Johnson Investment Counsel Inc
N/A—19,860-19,860-100%$3.0M———
Strategic Investment Solutions, Inc.
N/A—19,616-19,616-100%$2.9M———
Pinnacle Financial Partners, Inc.
N/A—19,491-19,491-100%$2.9M———
Flow Traders U.S. LLC
N/A—19,341-19,341-100%$2.9M———
IEQ Capital, LLC
N/A—19,331-19,331-100%$2.9M———
Focus Partners Wealth
N/A—18,490-18,490-100%$2.8M———
North Star Asset Management Inc
N/A—18,094-18,094-100%$2.7M———
Blair William & Co
N/A—17,483-17,483-100%$2.6M———
XTX Topco Ltd
N/A—17,471-17,471-100%$2.6M———
HRT Financial LP
N/A—16,889-16,889-100%$2.5M———
Private Advisor Group, LLC
N/A—16,751-16,751-100%$2.5M———
Trinity Legacy Partners, LLC
N/A—15,521-15,521-100%$2.5M———
EP Wealth Advisors, LLC
N/A—15,334-15,334-100%$2.3M———
Orion Porfolio Solutions, LLC
N/A—15,327-15,327-100%$2.3M———
World Investment Advisors
N/A—15,170-15,170-100%$2.6M———
FCA Corp
N/A—14,998-14,998-100%$2.3M———
Indie Asset Partners, LLC
N/A—14,602-14,602-100%$2.2M———
Syon Capital LLC
N/A—14,381-14,381-100%$2.2M———
Private Wealth Advisors, LLC
N/A—13,983-13,983-100%$2.1M———
O'shaughnessy Asset Management, LLC
N/A—13,897-13,897-100%$2.1M———
Boxwood Ventures, Inc.
N/A—13,860-13,860-100%$2.1M———
Commerce Bank
N/A—13,855-13,855-100%$2.1M———
Bank of Montreal
N/A—13,714-13,714-100%$2.1M———
Elite Financial, Inc.
N/A—13,175-13,175-100%$2.0M———
Global Retirement Partners, LLC
N/A—13,137-13,137-100%$2.0M———
O'rourke & Company, Inc
N/A—12,903-12,903-100%$1.9M———
Cresset Asset Management, LLC
N/A—12,819-12,819-100%$1.9M———
Main Street Financial Solutions, LLC
N/A—12,784-12,784-100%$1.9M———
Bull Harbor Capital LLC
N/A—12,737-12,737-100%$1.9M———
Stratos Wealth Partners, Ltd.
N/A—12,598-12,598-100%$1.9M———
Tocqueville Asset Management L.P.
N/A—11,510-11,510-100%$1.7M———
FAS Wealth Partners, Inc.
N/A—11,307-11,307-100%$1.7M———
Hershey Financial Advisers, LLC
N/A—10,707-10,707-100%$1.6M———
BFC Planning, Inc.
N/A—10,355-10,355-100%$1.6M———
Evelyn Partners Group Ltd
N/A—10,306-10,306-100%$1.3M———
Essex Financial Services, Inc.
N/A—10,232-10,232-100%$1.5M———
Lowe Brockenbrough & Co Inc
N/A—9,308-9,308-100%$1.4M———
Bessemer Group Inc
N/A—9,302-9,302-100%$1.4M———
Rather & Kittrell, Inc.
N/A—9,255-9,255-100%$1.4M———
Kintra Wealth, LLC
N/A—9,220-9,220-100%$1.6M———
Waverly Advisors, LLC
N/A—9,092-9,092-100%$1.4M———
Asset Management Group, Inc.
N/A—9,051-9,051-100%$1.4M———
Moneta Group Investment Advisors LLC
N/A—8,937-8,937-100%$1.3M———
Betterment LLC
N/A—8,855-8,855-100%$1.3M———
Great Valley Advisor Group, Inc.
N/A—8,788-8,788-100%$1.3M———
Athena Investment Management
N/A—8,561-8,561-100%$1.3M———
Whittier Trust Co
N/A—8,558-8,558-100%$1.3M———
Fiduciary Group, LLC
N/A—8,540-8,540-100%$1.3M———
Point72 Asset Management, L.P.
N/A—8,344-8,344-100%$1.3M———
Comprehensive Money Management Services LLC
N/A—8,188-8,188-100%$1.2M———
RWA Wealth Partners, LLC
N/A—8,007-8,007-100%$1.2M———
Simmons Bank
N/A—7,848-7,848-100%$1.2M———
CIBC Bancorp USA Inc.
N/A—7,814-7,814-100%$1.2M———
&partners
N/A—7,795-7,795-100%$1.2M———
Chevy Chase Trust Holdings, LLC
N/A—7,483-7,483-100%$1.1M———
Goldstone Financial Group, LLC
N/A—7,380-7,380-100%$1.1M———
Advisory Services Network, LLC
N/A—7,222-7,222-100%$1.1M———
Caprock Group, LLC
N/A—7,194-7,194-100%$1.1M———
Northern Trust Corp
N/A—7,174-7,174-100%$1.1M———
Centaurus Financial, Inc.
N/A—7,150-7,150-100%$1.1M———
Equitable Holdings, Inc.
N/A—7,070-7,070-100%$1.1M———
Mutual Advisors, LLC
N/A—6,871-6,871-100%$1.0M———
Two Sigma Securities, LLC
N/A—6,777-6,777-100%$1.0M———
Peapack Gladstone Financial Corp
N/A—6,741-6,741-100%$1.0M———
Kovack Advisors, Inc.
N/A—6,596-6,596-100%$987.8K———
Mason Investment Advisory Services, Inc.
N/A—6,588-6,588-100%$989.0K———
MAI Capital Management
N/A—6,514-6,514-100%$978.0K———
Madison Wealth Partners, Inc
N/A—6,489-6,489-100%$974.2K———
Wealthspire Advisors, LLC
N/A—6,448-6,448-100%$968.1K———
Stephens Inc
N/A—6,430-6,430-100%$965.3K———
Advisors Capital Management, LLC
N/A—6,379-6,379-100%$957.8K———
Checchi Capital Advisers, LLC
N/A—6,117-6,117-100%$918.3K———
One Capital Management, LLC
N/A—5,957-5,957-100%$1.0M———
OneDigital Investment Advisors LLC
N/A—5,739-5,739-100%$861.6K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—5,651-5,651-100%$848.5K———
Jacobs Equity LLC
N/A—5,511-5,511-100%$827.4K———
Vista Investment Management
N/A—5,462-5,462-100%$820.0K———
VPR Management LLC
N/A—5,300-5,300-100%$795.7K———
Atlantic Union Bankshares Corp
N/A—5,096-5,096-100%$765.0K———
Wealth Care LLC
N/A—5,088-5,088-100%$763.9K———
KMT Wealth Management, LLC
N/A—5,059-5,059-100%$759.6K———
AE Wealth Management LLC
N/A—5,017-5,017-100%$753.1K———
Fiduciary Trust Co
N/A—4,993-4,993-100%$749.6K———
Integrated Wealth Concepts LLC
N/A—4,920-4,920-100%$738.6K———
Xcelsior Advisor Partners LLC
N/A—4,844-4,844-100%$727.2K———
Financial Engines Advisors L.L.C.
N/A—4,807-4,807-100%$721.7K———
United Capital Financial Advisors, LLC
N/A—4,744-4,744-100%$713.1K———
GWN Securities Inc.
N/A—4,740-4,740-100%$711.5K———
IHT Wealth Management, LLC
N/A—4,703-4,703-100%$706.1K———
Scotia Capital Inc.
N/A—4,601-4,601-100%$690.9K———
Western Wealth Management, LLC
N/A—4,515-4,515-100%$677.9K———
Tudor Financial Inc.
N/A—4,505-4,505-100%$676.3K———
Summit Financial, LLC
N/A—4,301-4,301-100%$645.6K———
GTS Securities LLC
N/A—4,263-4,263-100%$640.0K———
Brown Advisory Inc
N/A—4,234-4,234-100%$635.6K———
Birchcreek Wealth Management, LLC
N/A—4,138-4,138-100%$621.2K———
Caldwell Sutter Capital, Inc.
N/A—4,098-4,098-100%$615.2K———
Vickerman Investment Advisors, Inc.
N/A—4,087-4,087-100%$613.6K———
EFG International AG
N/A—4,054-4,054-100%$608.6K———
Stratos Wealth Advisors, LLC
N/A—4,031-4,031-100%$605.3K———
Exit Wealth Advisors, Llc.
N/A—4,026-4,026-100%$604.5K———
Coppell Advisory Solutions LLC
N/A—4,015-4,015-100%$552.2K———
Stokes Family Office, LLC
N/A—4,000-4,000-100%$600.5K———
Baird Financial Group, Inc.
N/A—3,981-3,981-100%$597.7K———
WPWealth LLP
N/A—3,947-3,947-100%$592.6K———
UBS Asset Management Americas LLC
N/A—3,929-3,929-100%$589.9K———
Ausdal Financial Partners, Inc.
N/A—3,874-3,874-100%$581.7K———
Safe Harbor Fiduciary, LLC
N/A—3,745-3,745-100%$562.2K———
Holderness Investments Co
N/A—3,718-3,718-100%$558.2K———
Snowden Capital Advisors LLC
N/A—3,685-3,685-100%$553.3K———
Sittner & Nelson, LLC
N/A—3,680-3,680-100%$552.5K———
Harbour Investments, Inc.
N/A—3,657-3,657-100%$549.1K———
Valtrion Capital Management, LLC
N/A—3,612-3,612-100%$542.2K———
Brown Brothers Harriman & Co
N/A—3,542-3,542-100%$531.8K———
Disciplined Investments, LLC
N/A—3,524-3,524-100%$529.0K———
Boston Family Office LLC
N/A—3,454-3,454-100%$519.0K———
Brookwood Investment Group LLC
N/A—3,430-3,430-100%$514.9K———
Principal Securities, Inc.
N/A—3,396-3,396-100%$509.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—3,368-3,368-100%$505.6K———
Wealthspire Retirement, LLC
N/A—3,363-3,363-100%$504.9K———
Sequoia Financial Advisors, LLC
N/A—3,300-3,300-100%$495.4K———
DV Trading LLC
N/A—3,283-3,283-100%$492.9K———
Mitchell Mcleod Pugh & Williams Inc
N/A—3,212-3,212-100%$482.2K———
Legacy Wealth Managment, LLC
N/A—3,150-3,150-100%$472.8K———
Maridea Wealth Management LLC
N/A—3,104-3,104-100%$466.0K———
Elm Partners Management LLC
N/A—3,097-3,097-100%$465.0K———
FreeGulliver LLC
N/A—3,042-3,042-100%$456.7K———
CreativeOne Wealth, LLC
N/A—3,036-3,036-100%$455.7K———
Cape COD Five Cents Savings Bank
N/A—3,036-3,036-100%$455.8K———
Sound View Wealth Advisors Group, LLC
N/A—3,022-3,022-100%$453.7K———
Vanguard National Trust Co
N/A—2,867-2,867-100%$430.4K———
One Charles Private Wealth Services, LLC
N/A—2,867-2,867-100%$430.4K———
CIBC World Market Inc.
N/A—2,813-2,813-100%$422.3K———
Capital Analysts, LLC
N/A—2,811-2,811-100%$384.0K———
Panoramic Investment Advisors, LLC
N/A—2,799-2,799-100%$420.2K———
BSW Wealth Partners
N/A—2,789-2,789-100%$418.7K———
Charles Schwab Investment Management Inc
N/A—2,726-2,726-100%$409.3K———
Summit Trail Advisors, LLC
N/A—2,721-2,721-100%$408.6K———
Disciplined Investors, L.L.C.
N/A—2,699-2,699-100%$405.2K———
Focus Partners Advisor Solutions, LLC
N/A—2,592-2,592-100%$389.2K———
Ethos Financial Group, LLC
N/A—2,544-2,544-100%$420.0K———
Rockbridge Investment Management, LCC
N/A—2,535-2,535-100%$380.6K———
Roble, Belko & Company, Inc
N/A—2,527-2,527-100%$379.0K———
Huntington National Bank
N/A—2,486-2,486-100%$373.2K———
Intellectus Partners, LLC
N/A—2,455-2,455-100%$368.6K———
Sequent Planning LLC
N/A—2,437-2,437-100%$365.9K———
IFG Advisory, LLC
N/A—2,415-2,415-100%$362.6K———
American Trust
N/A—2,396-2,396-100%$359.6K———
Windsor Advisory Group, LLC
N/A—2,323-2,323-100%$348.8K———
Strategic Financial Concepts, LLC
N/A—2,301-2,301-100%$345.5K———
Madden Advisory Services, Inc.
N/A—2,289-2,289-100%$343.6K———
Rathbones Group PLC
N/A—2,265-2,265-100%$340.0K———
Caitlin John, LLC
N/A—2,222-2,222-100%$333.6K———
NewEdge Wealth, LLC
N/A—2,207-2,207-100%$331.3K———
Liberty Square Wealth Partners LLC
N/A—2,206-2,206-100%$331.2K———
Gladstone Institutional Advisory LLC
N/A—2,157-2,157-100%$323.8K———
Bragg Financial Advisors, Inc
N/A—2,151-2,151-100%$322.9K———
Freestone Capital Holdings, LLC
N/A—2,147-2,147-100%$322.3K———
Tiaa Trust, National Association
N/A—2,105-2,105-100%$316.0K———
Mission Creek Capital Partners, Inc.
N/A—2,081-2,081-100%$312.4K———
PFG Investments, LLC
N/A—2,072-2,072-100%$311.0K———
Leavell Investment Management, Inc.
N/A—2,070-2,070-100%$310.8K———
Hanover Advisors Inc
N/A—2,052-2,052-100%$308.1K———
Claret Asset Management Corp
N/A—2,050-2,050-100%$308.0K———
Geneos Wealth Management Inc.
N/A—2,012-2,012-100%$302.0K———
FLC Capital Advisors
N/A—2,000-2,000-100%$300.3K———
Vestmark Advisory Solutions, Inc.
N/A—1,995-1,995-100%$299.5K———
Stonebridge Financial Group, LLC
N/A—1,987-1,987-100%$298.0K———
Bogart Wealth, LLC
N/A—1,894-1,894-100%$284.3K———
Silver OAK Securities, Incorporated
N/A—1,890-1,890-100%$283.8K———
Nuveen, LLC
N/A—1,873-1,873-100%$281.1K———
Kera Capital Partners, Inc.
N/A—1,863-1,863-100%$279.7K———
Savvy Advisors, Inc.
N/A—1,863-1,863-100%$279.7K———
Petix & Botte Co
N/A—1,844-1,844-100%$276.8K———
Prostatis Group LLC
N/A—1,828-1,828-100%$274.4K———
Benjamin Edwards Inc
N/A—1,823-1,823-100%$273.7K———
Sankala Group LLC
N/A—1,769-1,769-100%$316.7K———
Peak Retirement Planning, Inc.
N/A—1,728-1,728-100%$259.5K———
QRG Capital Management, Inc.
N/A—1,697-1,697-100%$254.8K———
Kingsview Wealth Management, LLC
N/A—1,666-1,666-100%$250.1K———
Investor's Fiduciary Advisor Network, LLC
N/A—1,665-1,665-100%$250.0K———
Thoroughbred Financial Services, LLC
N/A—1,620-1,620-100%$243.0K———
Smith, Moore & Co.
N/A—1,602-1,602-100%$240.5K———
Oxford Financial Group, Ltd. LLC
N/A—1,600-1,600-100%$240.2K———
Berkeley Capital Partners, LLC
N/A—1,578-1,578-100%$236.8K———
Strait & Sound Wealth Management LLC
N/A—1,565-1,565-100%$235.0K———
TD Capital Management LLC
N/A—1,550-1,550-100%$232.7K———
Wilson & Boucher Capital Management, LLC
N/A—1,550-1,550-100%$232.7K———
Quotient Wealth Partners, LLC
N/A—1,520-1,520-100%$228.2K———
Slagle Financial, LLC
N/A—1,496-1,496-100%$224.6K———
Arrowroot Family Office, LLC
N/A—1,492-1,492-100%$223.9K———
Calton & Associates, Inc.
N/A—1,479-1,479-100%$222.0K———
Lakeridge Wealth Management LLC
N/A—1,478-1,478-100%$221.9K———
Causey Wealth LLC
N/A—1,457-1,457-100%$218.7K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—1,453-1,453-100%$218.1K———
Modern Wealth Management, LLC
N/A—1,443-1,443-100%$216.7K———
BNP Paribas Financial Markets
N/A—1,441-1,441-100%$216.3K———
Liberty Wealth Management LLC
N/A—1,414-1,414-100%$244.7K———
IMA Advisory Services, Inc.
N/A—1,386-1,386-100%$208.1K———
Waterloo Capital, L.P.
N/A—1,363-1,363-100%$204.6K———
Leo H. Evart, Inc.
N/A—1,276-1,276-100%$191.7K———
National Bank of Canada
N/A—1,169-1,169-100%$175.6K———
Fiduciary Financial Advisors
N/A—1,096-1,096-100%$164.5K———
Aptus Capital Advisors, LLC
N/A—1,074-1,074-100%$161.2K———
GeoWealth Management, LLC
N/A—1,059-1,059-100%$159.1K———
Truvestments Capital LLC
N/A—1,057-1,057-100%$158.7K———
Quantbot Technologies LP
N/A—987-987-100%$148.2K———
Bravera Wealth
N/A—983-983-100%$147.6K———
Main Management LLC
N/A—950-950-100%$143.0K———
Kerr Financial Planning Corp
N/A—920-920-100%$138.1K———
Glenmede Trust Co NA
N/A—861-861-100%$129.3K———
VSM Wealth Advisory, LLC
N/A—840-840-100%$126.1K———
Colonial Trust Co / SC
N/A—778-778-100%$116.8K———
Ankerstar Wealth, LLC
N/A—748-748-100%$112.3K———
Cardiff Park Advisors, LLC
N/A—743-743-100%$111.5K———
Cbiz Investment Advisory Services, LLC
N/A—688-688-100%$119.1K———
Glen Eagle Advisors, LLC
N/A—590-590-100%$88.6K———
Federation des caisses Desjardins du Quebec
N/A—570-570-100%$85.6K———
Ritter Daniher Financial Advisory LLC / de
N/A—540-540-100%$81.1K———
Founders Financial Alliance, LLC
N/A—515-515-100%$77.4K———
HHM Wealth Advisors, LLC
N/A—505-505-100%$75.8K———
LGT Financial Advisors LLC
N/A—488-488-100%$73.3K———
Forum Finance Group S.A.
N/A—460-460-100%$56———
Cheviot Value Management, LLC
N/A—437-437-100%$65.6K———
Harborfront Financial Group LLC
N/A—433-433-100%$65.0K———
Banque Cantonale Vaudoise
N/A—416-416-100%$62.0K———
Atomic Invest LLC
N/A—407-407-100%$61.5K———
Three Bearings Fiduciary Advisors, Inc.
N/A—399-399-100%$59.9K———
Proffitt & Goodson Inc
N/A—359-359-100%$53.9K———
Seneschal Advisors, LLC
N/A—300-300-100%$45.0K———
Tripletail Wealth Management, LLC
N/A—289-289-100%$43.5K———
Franklin Resources Inc
N/A—284-284-100%$42.6K———
Godfrey Financial Associates, Inc.
N/A—263-263-100%$39.5K———
Strive Financial Group,LLC
N/A—250-250-100%$37.5K———
Smartleaf Asset Management LLC
N/A—246-246-100%$37.2K———
N.E.W. Advisory Services LLC
N/A—242-242-100%$36.4K———
SHP Wealth Management
N/A—235-235-100%$35.3K———
CVA Family Office, LLC
N/A—200-200-100%$30.0K———
HM Payson & Co
N/A—200-200-100%$30.0K———
Matrix Private Capital Group LLC
N/A—191-191-100%$28.6K———
Regatta Research & Money Management
N/A—178-178-100%$26.7K———
Private Wealth Asset Management, LLC
N/A—136-136-100%$20.4K———
Orion Capital Management LLC
N/A—122-122-100%$18.3K———
Howe & Rusling Inc
N/A—107-107-100%$16.0K———
Ancora Advisors LLCA
N/A—104-104-100%$15.6K———
Steigerwald, Gordon & Koch Inc.
N/A—100-100-100%$15.0K———
Nova Wealth Management, Inc.
N/A—93-93-100%$14.0K———
Vanguard Advisers Inc
N/A—92-92-100%$13.8K———
Copia Wealth Management
N/A—87-87-100%$13.1K———
Ameriflex Group, Inc.
N/A—84-84-100%$12.6K———
Hantz Financial Services, Inc.
N/A—82-82-100%$12———
Medallion Wealth Advisors, LLC
N/A—76-76-100%$11.4K———
HighMark Wealth Management LLC
N/A—72-72-100%$10.8K———
Synergy Investment Management, LLC
N/A—68-68-100%$10.2K———
Raffa Wealth Management, LLC
N/A—66-66-100%$10.0K———
Timbuktu Capital Management, LLC
N/A—66-66-100%$9.9K———
Security National Bank of Sioux City Iowa
N/A—65-65-100%$9.8K———
Mcguire Capital Advisors Inc
N/A—58-58-100%$8.7K———
Osbon Capital Management LLC
N/A—55-55-100%$8.3K———
Rice Partnership, LLC
N/A—53-53-100%$8.0K———
Paladin Advisory Group, LLC
N/A—52-52-100%$7.8K———
ST Germain D J Co Inc
N/A—50-50-100%$7.5K———
SouthState Bank Corp
N/A—42-42-100%$6.3K———
Bartlett & Co. Wealth Management LLC
N/A—41-41-100%$6.2K———
Continuum Advisory, LLC
N/A—36-36-100%$5.4K———
JDM Financial Group LLC
N/A—33-33-100%$5.0K———
Allied Private Wealth LLC
N/A—30-30-100%$4.7K———
Rialto Wealth Management, LLC
N/A—28-28-100%$4.2K———
Mpwm Advisory Solutions, LLC
N/A—19-19-100%$2.9K———
Nalls Sherbakoff Group, LLC
N/A—18-18-100%$2.7K———
Transamerica Financial Advisors, LLC
N/A—4-4-100%$694———
Showing 820 of 820 institutions