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Vanguard Financials ETF (VFH)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares1,051,124 from 964,920
Change+86,204 (+9%)
Value$136.7M (+$9.8M)
Filed 2026-11-06
Beacon Capital Management, Inc.
INCREASED
Shares620,761 from 478,035
Change+142,726 (+30%)
Value$80.8M (+$17.8M)
Filed 2026-10-13
Lido Advisors, LLC
INCREASED
Shares380,112 from 344,493
Change+35,619 (+10%)
Value$49.4M (+$4.1M)
Filed 2026-11-04
TD Waterhouse Canada Inc.
INCREASED
Shares224,954 from 221,005
Change+3,949 (+2%)
Value$29.3M (-$369.1K)
Filed 2026-10-16
KCM Investment Advisors LLC
DECREASED
Shares189,853 from 200,509
Change-10,656 (-5%)
Value$24.7M (-$1.7M)
Filed 2026-10-27
PNC Financial Services Group, Inc.
DECREASED
Shares182,609 from 188,644
Change-6,035 (-3%)
Value$23.8M (-$1.1M)
Filed 2026-11-06
Ayalon Insurance Comp Ltd.
UNCHANGED
Shares178,031 from 178,031
Change0 (0%)
Value$23.2K (-$269)
Filed 2026-10-08
CMH Wealth Management LLC
INCREASED
Shares156,428 from 150,808
Change+5,620 (+4%)
Value$20.3M (+$503.4K)
Filed 2026-10-22
Cedar Mountain Advisors, LLC
DECREASED
Shares143,861 from 146,558
Change-2,697 (-2%)
Value$18.7M (-$572.1K)
Filed 2026-10-15
Trust Co of Oklahoma
DECREASED
Shares138,273 from 142,855
Change-4,582 (-3%)
Value$18.0M (-$811.8K)
Filed 2026-10-15
Fifth Third Bancorp
DECREASED
Shares130,113 from 133,814
Change-3,701 (-3%)
Value$16.9M (-$683.4K)
Filed 2026-11-05
Assetmark, Inc
INCREASED
Shares122,079 from 120,753
Change+1,326 (+1%)
Value$15.9M (-$9.9K)
Filed 2026-10-21
Searcy Financial Services Inc
DECREASED
Shares112,002 from 114,112
Change-2,110 (-2%)
Value$14.6M (-$446.7K)
Filed 2026-10-07
Retirement Planning Group, LLC
INCREASED
Shares108,978 from 108,505
Change+473 (+0%)
Value$14.2M (-$102.3K)
Filed 2026-10-19
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares104,022 from 108,624
Change-4,602 (-4%)
Value$13.5M (-$762.7K)
Filed 2026-10-05
Winthrop Capital Management, LLC
DECREASED
Shares98,173 from 104,157
Change-5,984 (-6%)
Value$12.8M (-$935.7K)
Filed 2026-11-05
WBH Advisory Inc
DECREASED
Shares98,076 from 99,170
Change-1,094 (-1%)
Value$12.8M (-$292.1K)
Filed 2026-11-05
Commonwealth Equity Services, LLC
DECREASED
Shares97,087 from 97,503
Change-416 (0%)
Value$12.6M (-$201.4K)
Filed 2026-11-02
Wheelhouse Advisory Group LLC
INCREASED
Shares93,094 from 88,023
Change+5,071 (+6%)
Value$12.1M (+$526.9K)
Filed 2026-10-20
Creative Planning
INCREASED
Shares87,252 from 81,376
Change+5,876 (+7%)
Value$11.4M (+$641.5K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares86,775 from 60,191
Change+26,584 (+44%)
Value$11.3M (+$3.4M)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares85,984 from 89,445
Change-3,461 (-4%)
Value$11.2K (-$11.8M)
Filed 2026-11-02
Mosley Wealth Management
INCREASED
Shares85,045 from 80,709
Change+4,336 (+5%)
Value$11.4M (+$800.2K)
Filed 2026-10-16
Allen Investment Management, LLC
DECREASED
Shares81,178 from 95,861
Change-14,683 (-15%)
Value$10.6M (-$2.1M)
Filed 2026-11-03
Truist Financial Corp
INCREASED
Shares80,385 from 79,657
Change+728 (+1%)
Value$10.5M (-$25.6K)
Filed 2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares63,475 from 53,420
Change+10,055 (+19%)
Value$6.0M (+$1.1M)
Filed 2026-10-13
Founders Grove Wealth Partners, LLC
INCREASED
Shares63,048 from 62,306
Change+742 (+1%)
Value$8.2M (+$2.4K)
Filed 2026-10-16
LCM Capital Management Inc
DECREASED
Shares62,738 from 63,009
Change-271 (0%)
Value$8.2M (-$130.4K)
Filed 2026-10-20
Gibraltar Capital Management, Inc.
DECREASED
Shares49,727 from 52,142
Change-2,415 (-5%)
Value$6.5M (-$392.9K)
Filed 2026-10-27
Penobscot Wealth Management
INCREASED
Shares49,575 from 48,290
Change+1,285 (+3%)
Value$6.4M (+$94.2K)
Filed 2026-10-21
Altura Wealth Advisors Inc.
INCREASED
Shares48,036 from 44,706
Change+3,330 (+7%)
Value$6.2M (+$365.7K)
Filed 2026-10-22
Uniting Wealth Partners, LLC
NEW
Shares47,561
Change+47,561
Value$6.2M
Filed 2026-11-06
Merit Financial Group, LLC
INCREASED
Shares46,372 from 46,016
Change+356 (+1%)
Value$6.0M (-$23.2K)
Filed 2026-11-06
LMG Wealth Partners, LLC
INCREASED
Shares44,487 from 43,632
Change+855 (+2%)
Value$5.8M (+$45.3K)
Filed 2026-11-05
AlphaCore Capital LLC
DECREASED
Shares44,473 from 46,790
Change-2,317 (-5%)
Value$5.8M (-$372.1K)
Filed 2026-11-04
Frank, Rimerman Advisors LLC
INCREASED
Shares42,231 from 41,579
Change+652 (+2%)
Value$5.5M (+$22.0K)
Filed 2026-10-16
Annex Advisory Services, LLC
DECREASED
Shares42,206 from 51,200
Change-8,994 (-18%)
Value$5.5M (-$1.2M)
Filed 2026-10-16
Quaker Wealth Management, LLC
INCREASED
Shares38,296 from 36,583
Change+1,713 (+5%)
Value$5.0M (+$167.7K)
Filed 2026-10-22
Curran Financial Partners, LLC
DECREASED
Shares37,023 from 48,196
Change-11,173 (-23%)
Value$4.8M (-$1.5M)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
INCREASED
Shares36,507 from 34,065
Change+2,442 (+7%)
Value$4.7M (+$266.2K)
Filed 2026-10-16
Northstar Asset Management Co
DECREASED
Shares35,066 from 36,706
Change-1,640 (-4%)
Value$4.8M (-$288.1K)
Filed 2026-10-22
Matthew Goff Investment Advisor, LLC
NEW
Shares34,028
Change+34,028
Value$4.4M
Filed 2026-10-13
Focus Financial Network, Inc.
INCREASED
Shares31,948 from 31,826
Change+122 (+0%)
Value$4.2M (-$32.2K)
Filed 2026-10-14
Argentarii, LLC
DECREASED
Shares31,471 from 31,576
Change-105 (0%)
Value$4.1M (-$370.2K)
Filed 2026-10-28
North Forty Two & Co.
DECREASED
Shares31,457 from 32,707
Change-1,250 (-4%)
Value$4.1M (-$212.0K)
Filed 2026-10-19
Fortis Group Advisors, LLC
NEW
Shares30,892
Change+30,892
Value$4.2M
Filed 2026-11-06
Financial Freedom, LLC
DECREASED
Shares30,168 from 31,625
Change-1,457 (-5%)
Value$3.9M (-$237.2K)
Filed 2026-11-06
Atria Investments, Inc
INCREASED
Shares29,657 from 19,314
Change+10,343 (+54%)
Value$3.9M (+$1.3M)
Filed 2026-10-15
RCW Management, LLC
DECREASED
Shares28,237 from 28,309
Change-72 (0%)
Value$3.7M (-$52.1K)
Filed 2026-10-30
City State Bank
DECREASED
Shares27,168 from 27,626
Change-458 (-2%)
Value$3.5M (-$101.3K)
Filed 2026-10-20
First Financial Corp
DECREASED
Shares26,844 from 27,365
Change-521 (-2%)
Value$3.5M (-$109.1K)
Filed 2026-10-13
D.A. Davidson & Co.
INCREASED
Shares26,350 from 25,839
Change+511 (+2%)
Value$3.4M (+$27.5K)
Filed 2026-10-28
Sharper & Granite LLC
DECREASED
Shares26,339 from 27,284
Change-945 (-3%)
Value$3.2M (-$408.6K)
Filed 2026-11-02
Allworth Financial LP
UNCHANGED
Shares25,665 from 25,665
Change0 (0%)
Value$3.4M ($0)
Filed 2026-11-06
Bokf, NA
DECREASED
Shares25,103 from 25,161
Change-58 (0%)
Value$3.3M (-$45.5K)
Filed 2026-10-27
Royal Fund Management, LLC
INCREASED
Shares24,632 from 22,829
Change+1,803 (+8%)
Value$3.2M (+$200.2K)
Filed 2026-10-22
Lebenthal Global Advisors, LLC
INCREASED
Shares24,606 from 24,520
Change+86 (+0%)
Value$3.2M (-$25.9K)
Filed 2026-10-28
Park National Corp
DECREASED
Shares24,458 from 27,282
Change-2,824 (-10%)
Value$3.2M (-$408.6K)
Filed 2026-10-05
Oppenheimer & Co Inc
INCREASED
Shares24,264 from 23,851
Change+413 (+2%)
Value$3.2M (+$17.7K)
Filed 2026-10-26
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED
Shares23,682 from 23,439
Change+243 (+1%)
Value$3.1M (-$3.8K)
Filed 2026-10-22
Praetorian Wealth Management, Inc.
DECREASED
Shares21,574 from 21,925
Change-351 (-2%)
Value$2.8M (-$78.8K)
Filed 2026-10-16
Citigroup Inc
INCREASED
Shares21,277 from 20,679
Change+598 (+3%)
Value$2.8M (+$46.6K)
Filed 2026-11-04
Earned Wealth Advisors, LLC
DECREASED
Shares20,541 from 20,798
Change-257 (-1%)
Value$2.7M (-$64.8K)
Filed 2026-11-06
MontVue Capital Management, Inc.
UNCHANGED
Shares18,625 from 18,625
Change0 (0%)
Value$2.4M (-$28.1K)
Filed 2026-10-19
Cornerstone Wealth Management, LLC
INCREASED
Shares18,379 from 17,970
Change+409 (+2%)
Value$2.4M (+$26.0K)
Filed 2026-11-04
Thrivent Financial for Lutherans
DECREASED
Shares18,351 from 25,037
Change-6,686 (-27%)
Value$2.4K (-$3.3M)
Filed 2026-11-05
NorthCrest Asset Manangement, LLC
INCREASED
Shares18,344 from 18,146
Change+198 (+1%)
Value$2.4M (-$44.1K)
Filed 2026-10-13
Robertson Stephens Wealth Management, LLC
DECREASED
Shares16,317 from 27,895
Change-11,578 (-42%)
Value$2.1M (-$1.5M)
Filed 2026-10-16
Cornerstone Planning, LLC
INCREASED
Shares16,249 from 16,120
Change+129 (+1%)
Value$2.1M (+$9.3K)
Filed 2026-10-27
Terra Nova Asset Management LLC
INCREASED
Shares15,971 from 15,925
Change+46 (+0%)
Value$2.1M (-$18.1K)
Filed 2026-10-13
Avion Wealth
DECREASED
Shares15,861 from 16,686
Change-825 (-5%)
Value$2.1K (-$2.2M)
Filed 2026-11-04
Raab & Moskowitz Asset Management LLC
DECREASED
Shares15,735 from 15,805
Change-70 (0%)
Value$2.0M (-$33.0K)
Filed 2026-11-02
Jm2 Capital Inc.
DECREASED
Shares14,455 from 14,490
Change-35 (0%)
Value$1.9M (-$26.4K)
Filed 2026-10-14
Parallel Advisors, LLC
DECREASED
Shares14,441 from 14,513
Change-72 (0%)
Value$1.9M (-$31.3K)
Filed 2026-11-03
Capital Management Associates, Inc
INCREASED
Shares14,092 from 12,329
Change+1,763 (+14%)
Value$1.8M (+$210.8K)
Filed 2026-10-20
Farther Finance Advisors, LLC
DECREASED
Shares13,813 from 17,523
Change-3,710 (-21%)
Value$1.8M (-$509.1K)
Filed 2026-10-08
CWA Asset Management Group, LLC
DECREASED
Shares13,760 from 13,819
Change-59 (0%)
Value$1.8M (-$28.5K)
Filed 2026-10-19
Evanson Financial, LLC
INCREASED
Shares13,358 from 13,328
Change+30 (+0%)
Value$1.7M (-$16.2K)
Filed 2026-10-23
Prospera Financial Services Inc
INCREASED
Shares13,339 from 10,361
Change+2,978 (+29%)
Value$1.8M (+$468.1K)
Filed 2026-11-04
Bank of New York Mellon Corp
INCREASED
Shares13,248 from 10,289
Change+2,959 (+29%)
Value$1.7M (+$369.5K)
Filed 2026-11-05
Bigelow Investment Advisors, LLC
INCREASED
Shares13,037 from 12,996
Change+41 (+0%)
Value$1.7M (-$14.3K)
Filed 2026-10-13
Krilogy Financial LLC
DECREASED
Shares12,935 from 13,701
Change-766 (-6%)
Value$1.7M (-$72.2K)
Filed 2026-10-13
Signature Estate & Investment Advisors LLC
INCREASED
Shares12,603 from 12,488
Change+115 (+1%)
Value$1.6M (-$4.0K)
Filed 2026-10-13
Daymark Wealth Partners, LLC
INCREASED
Shares12,546 from 11,394
Change+1,152 (+10%)
Value$1.6M (+$132.7K)
Filed 2026-11-04
Diversify Wealth Management, LLC
INCREASED
Shares12,427 from 4,453
Change+7,974 (+179%)
Value$1.7M (+$1.0M)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares12,427 from 4,453
Change+7,974 (+179%)
Value$1.7M (+$1.0M)
Filed 2026-10-20
Magnus Financial Group LLC
INCREASED
Shares12,390 from 12,374
Change+16 (+0%)
Value$1.6M (-$16.6K)
Filed 2026-10-21
J.W. Cole Advisors, Inc.
DECREASED
Shares12,254 from 12,475
Change-221 (-2%)
Value$1.6M (-$47.5K)
Filed 2026-11-05
Montag A & Associates Inc
DECREASED
Shares12,192 from 12,899
Change-707 (-5%)
Value$1.6M (-$111.5K)
Filed 2026-10-29
Manchester Capital Management LLC
UNCHANGED
Shares12,162 from 12,162
Change0 (0%)
Value$1.6M (-$18.4K)
Filed 2026-10-22
Brighton Jones LLC
INCREASED
Shares12,095 from 12,064
Change+31 (+0%)
Value$1.6M (-$14.2K)
Filed 2026-11-03
Live Oak Investment Partners
DECREASED
Shares12,064 from 13,891
Change-1,827 (-13%)
Value$1.6M (-$258.7K)
Filed 2026-10-23
Independent Financial Group, LLC
INCREASED
Shares11,817 from 11,581
Change+236 (+2%)
Value$1.5M (+$13.1K)
Filed 2026-10-13
Wealthcare Capital Partners, LLC
INCREASED
Shares11,676 from 11,636
Change+40 (+0%)
Value$1.5M (-$12.3K)
Filed 2026-10-21
Idaho Trust Co
INCREASED
Shares11,570 from 11,188
Change+382 (+3%)
Value$1.5M (+$32.8K)
Filed 2026-11-04
HB Wealth Management, LLC
INCREASED
Shares11,220 from 11,094
Change+126 (+1%)
Value$1.5M (-$329)
Filed 2026-10-23
Fifth Third Securities, Inc.
DECREASED
Shares10,843 from 13,731
Change-2,888 (-21%)
Value$1.4M (-$396.4K)
Filed 2026-10-21
RBA Wealth Management, LLC
DECREASED
Shares10,781 from 11,341
Change-560 (-5%)
Value$1.4M (-$89.9K)
Filed 2026-10-28
Citizens Financial Group Inc
INCREASED
Shares10,613 from 9,703
Change+910 (+9%)
Value$1.4M (+$103.7K)
Filed 2026-10-23
Mission Wealth Management, LP
DECREASED
Shares10,539 from 14,513
Change-3,974 (-27%)
Value$1.4M (-$539.0K)
Filed 2026-10-15
Choreo, LLC
INCREASED
Shares10,493 from 10,491
Change+2 (+0%)
Value$1.4M (-$15.6K)
Filed 2026-10-28
Asset One Wealth Management LLC
INCREASED
Shares10,020 from 9,797
Change+223 (+2%)
Value$1.3M (-$52.9K)
Filed 2026-11-02
Evolution Wealth Advisors, LLC
DECREASED
Shares9,950 from 11,890
Change-1,940 (-16%)
Value$1.3M (-$270.3K)
Filed 2026-11-03
White Lighthouse Investment Management Inc.
INCREASED
Shares9,868 from 7,123
Change+2,745 (+39%)
Value$1.3M (+$346.1K)
Filed 2026-10-21
Hopwood Financial Services, Inc.
DECREASED
Shares9,780 from 9,794
Change-14 (0%)
Value$1.3M (-$16.6K)
Filed 2026-10-29
Gateway Investment Advisers LLC
NEW
Shares9,759
Change+9,759
Value$1.3M
Filed 2026-10-13
Prime Capital Investment Advisors, LLC
DECREASED
Shares9,104 from 9,260
Change-156 (-2%)
Value$1.2M (-$34.3K)
Filed 2026-10-20
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares9,036 from 12,171
Change-3,135 (-26%)
Value$1.2M (-$426.2K)
Filed 2026-10-16
Black Diamond Financial, LLC
UNCHANGED
Shares8,973 from 8,973
Change0 (0%)
Value$1.2M (-$13.6K)
Filed 2026-10-26
Gryphon Financial Partners LLC
UNCHANGED
Shares8,761 from 8,761
Change0 (0%)
Value$1.1M (-$13.2K)
Filed 2026-11-04
KDK Private Wealth Management, LLC
UNCHANGED
Shares8,623 from 8,623
Change0 (0%)
Value$1.1M (-$13.0K)
Filed 2026-11-03
Valmark Advisers, Inc.
INCREASED
Shares8,449 from 8,348
Change+101 (+1%)
Value$1.1M (+$507)
Filed 2026-11-06
Pension & Wealth Management Advisors, Inc.
UNCHANGED
Shares8,304 from 8,304
Change0 (0%)
Value$1.1M (-$12.5K)
Filed 2026-10-16
Clearstead Advisors, LLC
INCREASED
Shares8,123 from 7,933
Change+190 (+2%)
Value$1.1M (+$12.8K)
Filed 2026-11-06
Institute for Wealth Management, Llc.
DECREASED
Shares8,121 from 8,162
Change-41 (0%)
Value$1.1M (-$17.7K)
Filed 2026-11-06
Ipsen Advisor Group LLC
DECREASED
Shares8,021 from 9,595
Change-1,574 (-16%)
Value$1.0M (-$219.3K)
Filed 2026-10-29
Elevation Point Wealth Partners, LLC
INCREASED
Shares8,004 from 6,273
Change+1,731 (+28%)
Value$1.0M (+$215.7K)
Filed 2026-11-05
Odyssey Capital Advisors, Inc.
DECREASED
Shares7,985 from 8,692
Change-707 (-8%)
Value$1.0M (-$105.2K)
Filed 2026-10-26
Apella Capital, LLC
INCREASED
Shares7,980 from 1,495
Change+6,485 (+434%)
Value$1.0M (+$839.4K)
Filed 2026-10-08
Principle Wealth Partners LLC
DECREASED
Shares7,934 from 9,266
Change-1,332 (-14%)
Value$1.0M (-$187.2K)
Filed 2026-11-02
Fischer Financial Services, Inc.
DECREASED
Shares7,848 from 7,863
Change-15 (0%)
Value$1.0M (-$13.8K)
Filed 2026-10-30
BLB&B Advisors, LLC
INCREASED
Shares7,711 from 7,286
Change+425 (+6%)
Value$1.0M (+$44.3K)
Filed 2026-10-27
OpenArc Corporate Advisory, LLC
DECREASED
Shares7,640 from 8,615
Change-975 (-11%)
Value$993.9K (-$139.8K)
Filed 2026-10-21
Ascent Group, LLC
UNCHANGED
Shares7,453 from 7,453
Change0 (0%)
Value$969.6K (-$11.3K)
Filed 2026-10-30
Westside Investment Management, Inc.
INCREASED
Shares7,380 from 7,376
Change+4 (+0%)
Value$960.1K (-$10.6K)
Filed 2026-11-02
WP Advisors, LLC
INCREASED
Shares7,252 from 7,228
Change+24 (+0%)
Value$943.5K (-$7.8K)
Filed 2026-10-22
Simplicity Wealth,LLC
DECREASED
Shares7,193 from 10,030
Change-2,837 (-28%)
Value$935.7K (-$384.2K)
Filed 2026-10-23
US Bancorp \de\
DECREASED
Shares7,188 from 7,295
Change-107 (-1%)
Value$935.1K (-$24.9K)
Filed 2026-11-05
Community Bank, N.A.
UNCHANGED
Shares7,050 from 7,050
Change0 (0%)
Value$917.1K (-$10.6K)
Filed 2026-11-06
Woodward Diversified Capital, LLC
NEW
Shares7,036
Change+7,036
Value$915.3K
Filed 2026-10-21
Grimes & Co Wealth Management, LLC
DECREASED
Shares6,954 from 7,625
Change-671 (-9%)
Value$904.6K (-$98.9K)
Filed 2026-10-29
Marble Harbor Investment Counsel, LLC
UNCHANGED
Shares6,850 from 6,850
Change0 (0%)
Value$891.1K (-$10.3K)
Filed 2026-11-06
Baker Ellis Asset Management LLC
UNCHANGED
Shares6,810 from 6,810
Change0 (0%)
Value$885.9K (-$10.3K)
Filed 2026-10-14
Bailard, Inc.
DECREASED
Shares6,744 from 8,904
Change-2,160 (-24%)
Value$877.3K (-$294.4K)
Filed 2026-10-13
Axxcess Wealth Management, LLC
INCREASED
Shares6,682 from 3,455
Change+3,227 (+93%)
Value$869.3K (+$414.5K)
Filed 2026-10-21
Howard Wealth Management, LLC
INCREASED
Shares6,580 from 6,565
Change+15 (+0%)
Value$856.1K (-$8.0K)
Filed 2026-10-28
Trust Co of Vermont
UNCHANGED
Shares6,577 from 6,577
Change0 (0%)
Value$855.6K (-$9.9K)
Filed 2026-10-21
Valeo Financial Advisors, LLC
DECREASED
Shares6,545 from 6,846
Change-301 (-4%)
Value$851.4K (-$49.5K)
Filed 2026-10-08
Junk Investment Group, LLC
INCREASED
Shares6,540 from 6,537
Change+3 (+0%)
Value$850.8K (-$9.4K)
Filed 2026-10-19
RFG Advisory, LLC
DECREASED
Shares6,429 from 7,765
Change-1,336 (-17%)
Value$836.3K (-$185.5K)
Filed 2026-11-03
Brookstone Capital Management
DECREASED
Shares6,362 from 6,582
Change-220 (-3%)
Value$827.7K (-$38.5K)
Filed 2026-10-22
Kestra Private Wealth Services, LLC
DECREASED
Shares6,327 from 6,357
Change-30 (0%)
Value$823.0K (-$13.6K)
Filed 2026-11-06
McGuire Investment Group, LLC
INCREASED
Shares6,309 from 6,253
Change+56 (+1%)
Value$820.7K (-$2.2K)
Filed 2026-10-23
Avantax Planning Partners, Inc.
INCREASED
Shares6,256 from 5,828
Change+428 (+7%)
Value$813.8K (+$46.9K)
Filed 2026-11-03
Hardy Reed LLC
UNCHANGED
Shares6,170 from 6,170
Change0 (0%)
Value$802.7K (-$9.3K)
Filed 2026-11-06
Kennicott Capital Management LLC
UNCHANGED
Shares6,150 from 6,150
Change0 (0%)
Value$800.1K (-$9.3K)
Filed 2026-10-16
Brandywine OAK Private Wealth LLC
DECREASED
Shares6,094 from 6,101
Change-7 (0%)
Value$792.8K (-$10.1K)
Filed 2026-10-23
Premier Path Wealth Partners, LLC
UNCHANGED
Shares5,995 from 5,995
Change0 (0%)
Value$779.9K (-$9.1K)
Filed 2026-10-16
Blackston Financial Advisory Group, LLC
DECREASED
Shares5,963 from 5,969
Change-6 (0%)
Value$775.8K (-$9.8K)
Filed 2026-11-04
Savant Capital, LLC
DECREASED
Shares5,944 from 8,996
Change-3,052 (-34%)
Value$773.3K (-$388.8K)
Filed 2026-11-06
Waldron Private Wealth LLC
INCREASED
Shares5,734 from 5,715
Change+19 (+0%)
Value$746.0K (-$6.2K)
Filed 2026-11-02
Exchange Traded Concepts, LLC
DECREASED
Shares5,712 from 22,818
Change-17,106 (-75%)
Value$743.1K (-$2.3M)
Filed 2026-10-28
Matisse Capital
UNCHANGED
Shares5,611 from 5,611
Change0 (0%)
Value$729.9K (-$8.5K)
Filed 2026-10-29
Kingswood Wealth Advisors, LLC
DECREASED
Shares5,504 from 5,512
Change-8 (0%)
Value$716.0K (-$9.4K)
Filed 2026-10-23
TD Private Client Wealth LLC
DECREASED
Shares5,365 from 5,719
Change-354 (-6%)
Value$697.9K (-$54.7K)
Filed 2026-10-28
Harrell Investment Partners, LLC
DECREASED
Shares5,355 from 5,855
Change-500 (-9%)
Value$696.6K (-$73.9K)
Filed 2026-10-15
Lewis Asset Management, LLC
DECREASED
Shares5,270 from 5,388
Change-118 (-2%)
Value$685.5K (-$23.6K)
Filed 2026-10-14
SBI Securities Co., Ltd.
INCREASED
Shares5,150 from 3,943
Change+1,207 (+31%)
Value$670.0K (+$151.1K)
Filed 2026-10-22
Evergreen Capital Management LLC
INCREASED
Shares5,122 from 5,118
Change+4 (+0%)
Value$666.3K (-$7.2K)
Filed 2026-10-23
Sagespring Wealth Partners, LLC
NEW
Shares5,073
Change+5,073
Value$660.0K
Filed 2026-10-22
Wealthstar Advisors, LLC
DECREASED
Shares4,946 from 5,039
Change-93 (-2%)
Value$643.4K (-$19.7K)
Filed 2026-10-19
Phillip James Consulting Co.
UNCHANGED
Shares4,900 from 4,900
Change0 (0%)
Value$637.4K (-$7.4K)
Filed 2026-11-03
Carl P. Sherr & Co., LLC
UNCHANGED
Shares4,881 from 4,881
Change0 (0%)
Value$635.0K (-$7.4K)
Filed 2026-11-06
ZynergyRetirementPlanningLLC
DECREASED
Shares4,856 from 4,919
Change-63 (-1%)
Value$631.7K (-$15.6K)
Filed 2026-10-08
Financial & Tax Architects, LLC
INCREASED
Shares4,853 from 2,281
Change+2,572 (+113%)
Value$631.3K (+$331.2K)
Filed 2026-10-15
Mainsail Asset Management, LLC
DECREASED
Shares4,813 from 6,675
Change-1,862 (-28%)
Value$633.6K (-$287.1K)
Filed 2026-10-14
AGF Management LTD
UNCHANGED
Shares4,735 from 4,735
Change0 (0%)
Value$616.0K (-$7.2K)
Filed 2026-11-03
First Premier Bank
DECREASED
Shares4,720 from 5,618
Change-898 (-16%)
Value$614 (-$126)
Filed 2026-10-13
Long Island Wealth Management, Inc.
INCREASED
Shares4,682 from 4,679
Change+3 (+0%)
Value$609.1K (-$6.7K)
Filed 2026-10-20
Davenport & Co LLC
DECREASED
Shares4,664 from 4,764
Change-100 (-2%)
Value$606.7K (-$20.2K)
Filed 2026-10-14
Sigma Planning Corp
INCREASED
Shares4,635 from 4,107
Change+528 (+13%)
Value$604.0K (+$63.4K)
Filed 2026-10-23
Mystic Asset Management, Inc.
DECREASED
Shares4,543 from 4,663
Change-120 (-3%)
Value$591.0K (-$22.7K)
Filed 2026-10-15
Winch Advisory Services, LLC
INCREASED
Shares4,529 from 4,514
Change+15 (+0%)
Value$589.1K (-$4.9K)
Filed 2026-11-06
Apollon Wealth Management, LLC
DECREASED
Shares4,527 from 4,942
Change-415 (-8%)
Value$588.9K (-$61.5K)
Filed 2026-10-23
Keybank National Association
UNCHANGED
Shares4,515 from 4,515
Change0 (0%)
Value$587.4K (-$6.8K)
Filed 2026-11-04
Petredis Investment Advisors LLC
UNCHANGED
Shares4,513 from 4,513
Change0 (0%)
Value$587.1K (-$6.8K)
Filed 2026-10-20
Koshinski Asset Management, Inc.
DECREASED
Shares4,404 from 4,551
Change-147 (-3%)
Value$572.9K (-$26.0K)
Filed 2026-10-29
Kathmere Capital Management, LLC
UNCHANGED
Shares4,350 from 4,350
Change0 (0%)
Value$565.9K (-$6.6K)
Filed 2026-10-20
Plancorp, LLC
NEW
Shares4,326
Change+4,326
Value$594.0K
Filed 2026-11-03
Ifrah Financial Services, Inc.
INCREASED
Shares4,319 from 3,475
Change+844 (+24%)
Value$561.9K (+$104.5K)
Filed 2026-10-13
Compass Financial Group, Inc
INCREASED
Shares4,315 from 4,307
Change+8 (+0%)
Value$561.3K (-$5.5K)
Filed 2026-10-13
Ibex Wealth Advisors
UNCHANGED
Shares4,300 from 4,300
Change0 (0%)
Value$559.4K (-$6.5K)
Filed 2026-11-06
Williams & Novak Wealth Management, LLC
UNCHANGED
Shares4,270 from 4,270
Change0 (0%)
Value$555.5K (-$6.4K)
Filed 2026-10-09
Dagco, Inc.
INCREASED
Shares4,254 from 4,253
Change+1 (+0%)
Value$553.4K (-$6.3K)
Filed 2026-10-20
Flagship Harbor Advisors, LLC
DECREASED
Shares4,218 from 4,356
Change-138 (-3%)
Value$548.7K (-$24.6K)
Filed 2026-10-26
Hilton Head Capital Partners, LLC
DECREASED
Shares4,201 from 4,316
Change-115 (-3%)
Value$546.5K (-$21.5K)
Filed 2026-10-23
Crestwood Advisors Group, LLC
UNCHANGED
Shares4,190 from 4,190
Change0 (0%)
Value$545.1K (-$6.3K)
Filed 2026-10-27
Uhlmann Price Securities, LLC
NEW
Shares4,138
Change+4,138
Value$538.3K
Filed 2026-11-03
PFG Advisors
INCREASED
Shares4,126 from 3,989
Change+137 (+3%)
Value$536.7K (+$11.8K)
Filed 2026-10-16
Florida Trust Wealth Management Co
NEW
Shares4,119
Change+4,119
Value$535.8K
Filed 2026-11-05
Americana Partners, LLC
UNCHANGED
Shares4,112 from 4,112
Change0 (0%)
Value$535.0K (-$6.2K)
Filed 2026-10-28
Venture Visionary Partners LLC
DECREASED
Shares4,025 from 4,184
Change-159 (-4%)
Value$523.7K (-$27.0K)
Filed 2026-10-07
Focused Wealth Management, Inc
DECREASED
Shares4,021 from 4,023
Change-2 (0%)
Value$523.0K (-$6.3K)
Filed 2026-10-30
Calder Financial LLC
DECREASED
Shares4,015 from 4,099
Change-84 (-2%)
Value$522.3K (-$17.2K)
Filed 2026-10-13
StoneX Group Inc.
DECREASED
Shares3,993 from 4,386
Change-393 (-9%)
Value$536.6K (-$31.0K)
Filed 2026-11-03
Beacon Capital Management, LLC
DECREASED
Shares3,918 from 3,945
Change-27 (-1%)
Value$509.7K (-$9.5K)
Filed 2026-10-23
Bison Wealth, LLC
INCREASED
Shares3,851 from 3,798
Change+53 (+1%)
Value$515.4K (-$6.8K)
Filed 2026-10-13
Apollon Financial, LLC
UNCHANGED
Shares3,825 from 3,825
Change0 (0%)
Value$497.6K (-$5.8K)
Filed 2026-10-23
Family Capital Management, Inc.
DECREASED
Shares3,801 from 4,050
Change-249 (-6%)
Value$494.4K (-$38.6K)
Filed 2026-11-03
Williams Jones Wealth Management, Llc.
DECREASED
Shares3,799 from 3,838
Change-39 (-1%)
Value$494.2K (-$10.9K)
Filed 2026-11-05
Salomon & Ludwin, LLC
DECREASED
Shares3,762 from 3,919
Change-157 (-4%)
Value$489.5K (-$37.0K)
Filed 2026-10-29
Park Avenue Securities LLC
INCREASED
Shares3,758 from 3,721
Change+37 (+1%)
Value$489 (-$489.5K)
Filed 2026-10-26
tru Independence LLC
INCREASED
Shares3,700 from 3,689
Change+11 (+0%)
Value$481.3K (-$4.2K)
Filed 2026-10-20
Parsons Capital Management Inc
NEW
Shares3,670
Change+3,670
Value$477.4K
Filed 2026-10-28
First Heartland Consultants, Inc.
UNCHANGED
Shares3,667 from 3,667
Change0 (0%)
Value$477.0K (-$5.5K)
Filed 2026-10-08
Welch Group, LLC
INCREASED
Shares3,631 from 1,903
Change+1,728 (+91%)
Value$472.3K (+$221.8K)
Filed 2026-10-29
Kennedy Investment Group, Inc.
DECREASED
Shares3,615 from 4,027
Change-412 (-10%)
Value$470.2K (-$59.7K)
Filed 2026-10-21
B. Riley Wealth Advisors, Inc.
INCREASED
Shares3,574 from 2,957
Change+617 (+21%)
Value$464.9K (+$75.3K)
Filed 2026-10-13
Sanchez Gaunt Capital Management, LLC
DECREASED
Shares3,569 from 3,676
Change-107 (-3%)
Value$464.3K (-$19.5K)
Filed 2026-11-03
Galvin, Gaustad & Stein, LLC
DECREASED
Shares3,393 from 3,543
Change-150 (-4%)
Value$441.4K (-$24.9K)
Filed 2026-10-08
JBR Co Financial Management Inc
UNCHANGED
Shares3,382 from 3,382
Change0 (0%)
Value$454.4K (+$9.3K)
Filed 2026-10-13
Laurel OAK Wealth Management, LLC
INCREASED
Shares3,358 from 3,173
Change+185 (+6%)
Value$436.8K (+$19.3K)
Filed 2026-10-19
Wedmont Private Capital
INCREASED
Shares3,355 from 3,354
Change+1 (+0%)
Value$443.3K (-$14.4K)
Filed 2026-10-09
Waters Parkerson & Co., LLC
UNCHANGED
Shares3,350 from 3,350
Change0 (0%)
Value$435.8K (-$5.1K)
Filed 2026-11-04
HBK Sorce Advisory LLC
INCREASED
Shares3,329 from 3,271
Change+58 (+2%)
Value$464.2K (-$385)
Filed 2026-11-06
Mainstream Capital Management LLC
DECREASED
Shares3,300 from 4,045
Change-745 (-18%)
Value$429.3K (-$103.0K)
Filed 2026-10-23
Wedbush Securities Inc
INCREASED
Shares3,283 from 2,383
Change+900 (+38%)
Value$427 (-$313.6K)
Filed 2026-10-22
First Growth Capital LLC
UNCHANGED
Shares3,266 from 3,266
Change0 (0%)
Value$424.9K (-$4.9K)
Filed 2026-10-15
Maltin Wealth Management, Inc.
INCREASED
Shares3,256 from 3,253
Change+3 (+0%)
Value$423.6K (-$4.6K)
Filed 2026-10-13
Cyndeo Wealth Partners, LLC
DECREASED
Shares3,180 from 3,190
Change-10 (0%)
Value$413.7K (-$6.1K)
Filed 2026-10-16
Stillwater Wealth Management Group
UNCHANGED
Shares3,175 from 3,175
Change0 (0%)
Value$413.0K (-$4.8K)
Filed 2026-10-21
Swmg, LLC
DECREASED
Shares3,173 from 3,315
Change-142 (-4%)
Value$436.8K (-$19.4K)
Filed 2026-10-23
Certified Advisory Corp
INCREASED
Shares3,139 from 3,137
Change+2 (+0%)
Value$408.3K (-$4.6K)
Filed 2026-10-29
Creekside Partners
UNCHANGED
Shares3,138 from 3,138
Change0 (0%)
Value$408.2K (-$4.7K)
Filed 2026-11-04
Acropolis Investment Management, LLC
UNCHANGED
Shares3,102 from 3,102
Change0 (0%)
Value$403.5K (-$4.7K)
Filed 2026-10-08
HUB Investment Partners, LLC
INCREASED
Shares3,037 from 2,451
Change+586 (+24%)
Value$395.1K (+$72.6K)
Filed 2026-11-03
Compass Capital Management, Inc
NEW
Shares3,000
Change+3,000
Value$390.3K
Filed 2026-11-06
SmartHarvest Portfolios, LLC
DECREASED
Shares2,991 from 4,173
Change-1,182 (-28%)
Value$389.1K (-$160.1K)
Filed 2026-10-26
Investment Partners, Ltd.
NEW
Shares2,980
Change+2,980
Value$387.7K
Filed 2026-10-29
Bluesphere Advisors LLC
INCREASED
Shares2,933 from 2,929
Change+4 (+0%)
Value$381.5K (-$4.0K)
Filed 2026-10-19
Polaris Investment Advisors, LLC
DECREASED
Shares2,926 from 3,000
Change-74 (-2%)
Value$380.6K (-$14.2K)
Filed 2026-10-20
Capital Square, LLC
DECREASED
Shares2,892 from 2,983
Change-91 (-3%)
Value$376.3K (-$30.8K)
Filed 2026-10-19
Integral Investment Advisors, Inc.
UNCHANGED
Shares2,835 from 2,835
Change0 (0%)
Value$368.8K (-$4.3K)
Filed 2026-11-03
Mustard Seed Financial, LLC
UNCHANGED
Shares2,800 from 2,800
Change0 (0%)
Value$364.3K (-$4.2K)
Filed 2026-10-30
Searle & Co.
UNCHANGED
Shares2,762 from 2,762
Change0 (0%)
Value$359.3K (-$4.2K)
Filed 2026-11-04
Solidarity Wealth, LLC
UNCHANGED
Shares2,761 from 2,761
Change0 (0%)
Value$359.2K (-$4.2K)
Filed 2026-10-15
Amplius Wealth Advisors, LLC
UNCHANGED
Shares2,743 from 2,743
Change0 (0%)
Value$356.8K (-$4.1K)
Filed 2026-10-20
Soltis Investment Advisors LLC
INCREASED
Shares2,739 from 2,709
Change+30 (+1%)
Value$356.3K (-$239)
Filed 2026-10-28
Retirement Planning Co of New England, Inc.
DECREASED
Shares2,703 from 2,727
Change-24 (-1%)
Value$351.6K (-$7.3K)
Filed 2026-10-15
Breakwater Capital Group
UNCHANGED
Shares2,701 from 2,701
Change0 (0%)
Value$351.4K (-$4.1K)
Filed 2026-10-09
Tannin Capital LLC
INCREASED
Shares2,692 from 2,661
Change+31 (+1%)
Value$350.2K (+$14)
Filed 2026-11-05
Peterson Wealth Advisors, LLC
INCREASED
Shares2,633 from 2,625
Change+8 (+0%)
Value$342.5K (-$3.0K)
Filed 2026-10-08
Stonebridge Financial Planning Group, LLC
DECREASED
Shares2,630 from 3,570
Change-940 (-26%)
Value$342.2K (-$127.7K)
Filed 2026-11-06
McKinley Carter Wealth Services, Inc.
DECREASED
Shares2,624 from 2,630
Change-6 (0%)
Value$341.4K (-$4.7K)
Filed 2026-10-16
Level Four Advisory Services, LLC
INCREASED
Shares2,577 from 2,339
Change+238 (+10%)
Value$335.2K (+$27.4K)
Filed 2026-11-06
Sather Financial Group Inc
UNCHANGED
Shares2,567 from 2,567
Change0 (0%)
Value$333.9K (-$3.9K)
Filed 2026-10-30
Hardin Capital Partners, LLC
NEW
Shares2,535
Change+2,535
Value$329.8K
Filed 2026-10-09
Meridian Wealth Management, LLC
DECREASED
Shares2,530 from 2,681
Change-151 (-6%)
Value$329.1K (-$23.8K)
Filed 2026-11-05
Chicago Partners Investment Group LLC
INCREASED
Shares2,530 from 2,501
Change+29 (+1%)
Value$343.8K (+$2.1K)
Filed 2026-10-27
Modera Wealth Management, LLC
NEW
Shares2,515
Change+2,515
Value$327.2K
Filed 2026-10-28
Moneco Advisors, LLC
UNCHANGED
Shares2,473 from 2,473
Change0 (0%)
Value$321.7K (-$3.7K)
Filed 2026-11-05
Compass Ion Advisors, LLC
DECREASED
Shares2,436 from 3,012
Change-576 (-19%)
Value$316.9K (-$79.5K)
Filed 2026-10-23
Eagle Wealth Advisors LLC
UNCHANGED
Shares2,430 from 2,430
Change0 (0%)
Value$316.1K (-$3.7K)
Filed 2026-10-20
Ryan Investment Management, Inc.
NEW
Shares2,420
Change+2,420
Value$314.8K
Filed 2026-10-20
Planning Strategies Inc.
DECREASED
Shares2,398 from 2,473
Change-75 (-3%)
Value$312.0K (-$13.5K)
Filed 2026-10-02
BIP Wealth, LLC
INCREASED
Shares2,396 from 2,393
Change+3 (+0%)
Value$311.7K (-$3.1K)
Filed 2026-10-22
PDS Planning, Inc
DECREASED
Shares2,386 from 2,396
Change-10 (0%)
Value$310.3K (-$4.9K)
Filed 2026-11-03
MGO One Seven LLC
DECREASED
Shares2,366 from 2,561
Change-195 (-8%)
Value$307.8K (-$29.2K)
Filed 2026-10-28
James J. Burns & Company, LLC
UNCHANGED
Shares2,320 from 2,320
Change0 (0%)
Value$301.8K (-$3.5K)
Filed 2026-10-22
Procyon Advisors, LLC
INCREASED
Shares2,318 from 2,315
Change+3 (+0%)
Value$301.6K (-$3.1K)
Filed 2026-10-21
Vise Technologies, Inc.
NEW
Shares2,304
Change+2,304
Value$299.8K
Filed 2026-10-29
Chris Bulman Inc
UNCHANGED
Shares2,296 from 2,296
Change0 (0%)
Value$298.7K (-$3.5K)
Filed 2026-10-20
SP Asset Management LLC
INCREASED
Shares2,294 from 2,286
Change+8 (+0%)
Value$298.4K (-$2.5K)
Filed 2026-11-05
Collaborative Wealth Managment Inc.
DECREASED
Shares2,271 from 2,437
Change-166 (-7%)
Value$295.4K (-$25.3K)
Filed 2026-11-06
Spectrum Financial Alliance Ltd LLC
UNCHANGED
Shares2,260 from 2,260
Change0 (0%)
Value$294.0K (-$3.4K)
Filed 2026-10-29
Value Investment Professionals, LLC
DECREASED
Shares2,208 from 2,351
Change-143 (-6%)
Value$287.2K (-$22.1K)
Filed 2026-10-13
Wealthcare Advisory Partners LLC
NEW
Shares2,200
Change+2,200
Value$286.2K
Filed 2026-10-21
Money Concepts Capital Corp
DECREASED
Shares2,187 from 2,656
Change-469 (-18%)
Value$284.5K (-$65.0K)
Filed 2026-11-06
Patten & Patten Inc
INCREASED
Shares2,186 from 2,006
Change+180 (+9%)
Value$284.3K (+$20.4K)
Filed 2026-10-26
IVC Wealth Advisors LLC
UNCHANGED
Shares2,150 from 2,150
Change0 (0%)
Value$279.7K (-$3.2K)
Filed 2026-10-23
Fiduciary Alliance LLC
DECREASED
Shares2,095 from 2,305
Change-210 (-9%)
Value$272.5K (-$30.8K)
Filed 2026-10-13
Carnegie Investment Counsel
INCREASED
Shares2,079 from 1,904
Change+175 (+9%)
Value$270.4K (+$19.9K)
Filed 2026-10-20
Joseph P. Lucia & Associates, LLC
UNCHANGED
Shares2,071 from 2,071
Change0 (0%)
Value$269.4K (-$3.1K)
Filed 2026-10-30
OFS Enterprise LLC
UNCHANGED
Shares2,068 from 2,068
Change0 (0%)
Value$269.0K (-$3.1K)
Filed 2026-10-16
Legacy Advisors, LLC
UNCHANGED
Shares2,064 from 2,064
Change0 (0%)
Value$268.5K (-$3.1K)
Filed 2026-10-19
Private Advisory Group LLC
UNCHANGED
Shares2,046 from 2,046
Change0 (0%)
Value$266.2K (-$3.1K)
Filed 2026-11-06
Boltwood Capital Management
INCREASED
Shares2,035 from 1,997
Change+38 (+2%)
Value$264.7K (+$1.9K)
Filed 2026-10-02
Capital Management Corp
UNCHANGED
Shares2,012 from 2,012
Change0 (0%)
Value$261.7K (-$3.0K)
Filed 2026-10-29
Moors & Cabot, Inc.
INCREASED
Shares2,008 from 2,007
Change+1 (+0%)
Value$261.2K (-$2.9K)
Filed 2026-11-06
Benchmark Financial Wealth Advisors, LLC
NEW
Shares1,991
Change+1,991
Value$259.1K
Filed 2026-10-20
Platform Technology Partners
UNCHANGED
Shares1,945 from 1,945
Change0 (0%)
Value$253.0K (-$2.9K)
Filed 2026-11-02
Indivisible Partners
NEW
Shares1,943
Change+1,943
Value$252.8K
Filed 2026-10-26
NWF Advisory Services Inc.
UNCHANGED
Shares1,940 from 1,940
Change0 (0%)
Value$252.4K (-$2.9K)
Filed 2026-10-19
BOS Asset Management, LLC
UNCHANGED
Shares1,936 from 1,936
Change0 (0%)
Value$251.8K (-$2.9K)
Filed 2026-10-09
Mascagni Wealth Management, Inc.
UNCHANGED
Shares1,934 from 1,934
Change0 (0%)
Value$251.6K (-$2.9K)
Filed 2026-10-23
Childress Capital Advisors, LLC
UNCHANGED
Shares1,905 from 1,905
Change0 (0%)
Value$247.8K (-$2.9K)
Filed 2026-10-28
Advantage Trust Co
INCREASED
Shares1,889 from 1,689
Change+200 (+12%)
Value$245.7K (+$23.5K)
Filed 2026-10-19
Foresight Capital Management Advisors, Inc.
UNCHANGED
Shares1,882 from 1,882
Change0 (0%)
Value$244.8K (-$2.8K)
Filed 2026-10-27
Redwood Financial Network Corp
DECREASED
Shares1,867 from 1,874
Change-7 (0%)
Value$242.8K (-$3.8K)
Filed 2026-11-03
Allied Investment Advisors, LLC
UNCHANGED
Shares1,863 from 1,863
Change0 (0%)
Value$242.4K (-$2.8K)
Filed 2026-10-13
Inspirion Wealth Advisors, LLC
UNCHANGED
Shares1,850 from 1,850
Change0 (0%)
Value$240.7K (-$7.9K)
Filed 2026-10-09
Stanley-Laman Group, Ltd.
UNCHANGED
Shares1,834 from 1,834
Change0 (0%)
Value$238.6K (-$2.8K)
Filed 2026-10-20
City Holding Co
INCREASED
Shares1,829 from 1,629
Change+200 (+12%)
Value$237.9K (+$23.6K)
Filed 2026-10-19
Accel Wealth Management
NEW
Shares1,819
Change+1,819
Value$236.6K
Filed 2026-10-13
Websterrogers Financial Advisors, LLC
UNCHANGED
Shares1,818 from 1,818
Change0 (0%)
Value$236.5K (-$2.7K)
Filed 2026-11-02
Chapin Davis, Inc.
INCREASED
Shares1,796 from 1,795
Change+1 (+0%)
Value$233.6K (-$2.6K)
Filed 2026-10-09
Stephen J. Garry & Associates, LLC
DECREASED
Shares1,790 from 1,860
Change-70 (-4%)
Value$232.9K (-$11.9K)
Filed 2026-11-05
Shepherd Financial Partners LLC
UNCHANGED
Shares1,787 from 1,787
Change0 (0%)
Value$232.5K (-$2.7K)
Filed 2026-11-03
Fiscal Wisdom Wealth Management, LLC
UNCHANGED
Shares1,782 from 1,782
Change0 (0%)
Value$231.8K (-$2.7K)
Filed 2026-10-16
John A. Wolfe & Associates, Inc.
INCREASED
Shares1,775 from 1,769
Change+6 (+0%)
Value$230.9K (-$1.9K)
Filed 2026-11-06
Maseco LLP
UNCHANGED
Shares1,736 from 1,736
Change0 (0%)
Value$225.8K (-$2.6K)
Filed 2026-10-27
JFS Wealth Advisors, LLC
UNCHANGED
Shares1,734 from 1,734
Change0 (0%)
Value$225.6K (-$2.6K)
Filed 2026-11-03
Independent Wealth Network Inc.
INCREASED
Shares1,709 from 1,682
Change+27 (+2%)
Value$222.3K (+$958)
Filed 2026-10-19
Dynamic Advisor Solutions LLC
INCREASED
Shares1,708 from 1,568
Change+140 (+9%)
Value$222.2K (+$15.8K)
Filed 2026-10-13
Interchange Capital Partners, LLC
DECREASED
Shares1,708 from 1,752
Change-44 (-3%)
Value$222.2K (-$8.4K)
Filed 2026-10-28
Channel Wealth LLC
NEW
Shares1,676
Change+1,676
Value$218.0K
Filed 2026-11-06
Fisher Asset Management, LLC
DECREASED
Shares1,675 from 1,934
Change-259 (-13%)
Value$218.0K (-$36.6K)
Filed 2026-11-06
Sheets Smith Wealth Management
INCREASED
Shares1,674 from 1,672
Change+2 (+0%)
Value$217.7K (-$2.3K)
Filed 2026-10-16
Avior Wealth Management, LLC
DECREASED
Shares1,670 from 2,427
Change-757 (-31%)
Value$217.3K (-$102.1K)
Filed 2026-10-13
AlphaStar Capital Management, LLC
DECREASED
Shares1,658 from 5,619
Change-3,961 (-70%)
Value$215.7K (-$523.8K)
Filed 2026-10-16
Wealth Architects, LLC
UNCHANGED
Shares1,625 from 1,625
Change0 (0%)
Value$211.4K (-$2.5K)
Filed 2026-11-03
Ritholtz Wealth Management
DECREASED
Shares1,620 from 1,658
Change-38 (-2%)
Value$210.8K (-$7.4K)
Filed 2026-11-05
Howard Capital Management, LLC
UNCHANGED
Shares1,608 from 1,608
Change0 (0%)
Value$209.2K (-$2.4K)
Filed 2026-10-16
Cooper Financial Group
NEW
Shares1,597
Change+1,597
Value$207.8K
Filed 2026-10-07
Crusonia Wealth Advisors LLC
UNCHANGED
Shares1,590 from 1,590
Change0 (0%)
Value$206.9K (-$2.4K)
Filed 2026-10-26
Schear Investment Advisers, LLC
NEW
Shares1,588
Change+1,588
Value$206.5K
Filed 2026-10-14
Tempo Wealth, LLC
INCREASED
Shares1,588 from 1,582
Change+6 (+0%)
Value$206.5K (-$1.7K)
Filed 2026-10-14
Global Financial Private Client, LLC
UNCHANGED
Shares1,585 from 1,585
Change0 (0%)
Value$206.2K (-$2.4K)
Filed 2026-10-15
Hoxton Planning & Management, LLC
DECREASED
Shares1,575 from 1,782
Change-207 (-12%)
Value$204.9K (-$29.6K)
Filed 2026-10-15
Fulton Bank, N.A.
UNCHANGED
Shares1,544 from 1,544
Change0 (0%)
Value$200.9K (-$2.3K)
Filed 2026-10-14
Parr Mcknight Wealth Management Group, LLC
DECREASED
Shares1,539 from 1,815
Change-276 (-15%)
Value$200.2K (-$38.7K)
Filed 2026-10-30
Aventus Investment Advisors, Inc.
UNCHANGED
Shares1,480 from 1,480
Change0 (0%)
Value$192.5K (-$2.2K)
Filed 2026-10-09
Allspring Global Investments Holdings, LLC
INCREASED
Shares1,468 from 925
Change+543 (+59%)
Value$191.4K (+$66.2K)
Filed 2026-11-04
Private Trust Co NA
DECREASED
Shares1,429 from 1,431
Change-2 (0%)
Value$185.9K (-$2.4K)
Filed 2026-10-20
Blue Bell Private Wealth Management, LLC
INCREASED
Shares1,424 from 1,324
Change+100 (+8%)
Value$185.2K (+$11.0K)
Filed 2026-10-29
Mather Group, Llc.
INCREASED
Shares1,350 from 1,150
Change+200 (+17%)
Value$175.6K (+$24.3K)
Filed 2026-10-14
IFP Advisors, Inc
DECREASED
Shares1,307 from 1,366
Change-59 (-4%)
Value$170.0K (-$9.7K)
Filed 2026-10-16
Progressive Investment Management Corp
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$169.1K (-$2.0K)
Filed 2026-10-26
CoreCap Advisors, LLC
INCREASED
Shares1,289 from 1,245
Change+44 (+4%)
Value$167.7K (+$3.8K)
Filed 2026-10-08
Capital Investment Advisory Services, LLC
INCREASED
Shares1,278 from 250
Change+1,028 (+411%)
Value$166.3K (+$133.4K)
Filed 2026-10-30
Root Financial Partners, LLC
NEW
Shares1,251
Change+1,251
Value$162.7K
Filed 2026-10-21
Global Trust Asset Management, LLC
DECREASED
Shares1,226 from 1,651
Change-425 (-26%)
Value$159.5K (-$57.8K)
Filed 2026-10-19
Viewpoint Capital Management LLC
UNCHANGED
Shares1,217 from 1,217
Change0 (0%)
Value$158.3K (-$1.8K)
Filed 2026-10-27
Financial Consulate, Inc
UNCHANGED
Shares1,184 from 1,184
Change0 (0%)
Value$154.0K (-$1.8K)
Filed 2026-10-23
Blue Trust, Inc.
DECREASED
Shares1,167 from 1,172
Change-5 (0%)
Value$151.8K (-$2.5K)
Filed 2026-10-15
Chilton Capital Management LLC
INCREASED
Shares1,162 from 1,158
Change+4 (+0%)
Value$151.2K (-$1.2K)
Filed 2026-10-28
Hurley Capital, LLC
INCREASED
Shares1,075 from 1,072
Change+3 (+0%)
Value$139.9K (-$1.2K)
Filed 2026-11-05
Armstrong Advisory Group, Inc
UNCHANGED
Shares1,062 from 1,062
Change0 (0%)
Value$138.2K (-$1.6K)
Filed 2026-10-09
Larson Financial Group LLC
DECREASED
Shares1,018 from 1,153
Change-135 (-12%)
Value$132.4K (-$19.3K)
Filed 2026-11-05
Triumph Capital Management
DECREASED
Shares1,010 from 1,363
Change-353 (-26%)
Value$131.4K (-$48.0K)
Filed 2026-10-14
Independence Bank of Kentucky
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$130.1K (-$1.5K)
Filed 2026-10-26
Angeles Wealth Management, LLC
NEW
Shares980
Change+980
Value$127.5K
Filed 2026-10-26
Jacobi Capital Management LLC
NEW
Shares948
Change+948
Value$123.3K
Filed 2026-11-05
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares948 from 948
Change0 (0%)
Value$123.3K (-$1.4K)
Filed 2026-10-15
Tounjian Advisory Partners, LLC
INCREASED
Shares945 from 941
Change+4 (+0%)
Value$122.9K (-$1.0K)
Filed 2026-11-04
Highline Wealth Partners LLC
UNCHANGED
Shares881 from 881
Change0 (0%)
Value$114.6K (-$1.3K)
Filed 2026-10-19
Laurel Wealth Advisors LLC
NEW
Shares843
Change+843
Value$109.7K
Filed 2026-10-27
Hanson & Doremus Investment Management
UNCHANGED
Shares808 from 808
Change0 (0%)
Value$105 (-$105.9K)
Filed 2026-10-16
Lanark Financial, Inc.
INCREASED
Shares801 from 800
Change+1 (+0%)
Value$104.2K (-$1.2K)
Filed 2026-10-26
Peterson Wealth Services
INCREASED
Shares788 from 786
Change+2 (+0%)
Value$102.5K (-$867)
Filed 2026-10-26
Bangor Savings Bank
UNCHANGED
Shares782 from 782
Change0 (0%)
Value$101.7K (-$1.2K)
Filed 2026-10-06
CX Institutional
INCREASED
Shares781 from 753
Change+28 (+4%)
Value$102 (+$3)
Filed 2026-10-02
Pacific Center for Financial Services
UNCHANGED
Shares758 from 758
Change0 (0%)
Value$98.6K (-$1.1K)
Filed 2026-10-15
Provenance Wealth Advisors, LLC
INCREASED
Shares752 from 187
Change+565 (+302%)
Value$97.8K (+$73.2K)
Filed 2026-10-30
Spire Wealth Management
UNCHANGED
Shares725 from 725
Change0 (0%)
Value$94.3K (-$1.1K)
Filed 2026-10-30
Key FInancial Inc
UNCHANGED
Shares715 from 715
Change0 (0%)
Value$93.0K (-$1.1K)
Filed 2026-11-02
Harbor Investment Advisory, LLC
UNCHANGED
Shares682 from 682
Change0 (0%)
Value$88.7K (-$1.0K)
Filed 2026-10-13
EverSource Wealth Advisors, LLC
INCREASED
Shares675 from 403
Change+272 (+67%)
Value$87.8K (+$34.8K)
Filed 2026-11-04
Main Street Group, LTD
UNCHANGED
Shares663 from 663
Change0 (0%)
Value$86.3K (-$1.0K)
Filed 2026-10-28
Transce3nd, LLC
NEW
Shares661
Change+661
Value$89.9K
Filed 2026-10-26
Harbor Asset Planning, Inc.
INCREASED
Shares637 from 635
Change+2 (+0%)
Value$82.9K (-$746)
Filed 2026-10-23
Ashton Thomas Private Wealth, LLC
INCREASED
Shares622 from 309
Change+313 (+101%)
Value$80.9K (+$40.3K)
Filed 2026-11-03
Russell Investments Group, Ltd.
DECREASED
Shares610 from 713
Change-103 (-14%)
Value$79.3K (-$14.5K)
Filed 2026-11-06
Farmers & Merchants Investments Inc
UNCHANGED
Shares607 from 607
Change0 (0%)
Value$79.0K (-$916)
Filed 2026-10-22
Davis Capital Management
UNCHANGED
Shares591 from 591
Change0 (0%)
Value$76.9K (-$893)
Filed 2026-10-08
Creative Financial Designs Inc
INCREASED
Shares590 from 589
Change+1 (+0%)
Value$76.8K (-$728)
Filed 2026-11-04
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares577 from 577
Change0 (0%)
Value$75.1K (-$871)
Filed 2026-10-23
Ashton Thomas Securities, LLC
UNCHANGED
Shares576 from 576
Change0 (0%)
Value$74.9K (-$870)
Filed 2026-10-26
Gamma Investing LLC
UNCHANGED
Shares570 from 570
Change0 (0%)
Value$74.2K (-$861)
Filed 2026-10-08
Murphy & Mullick Capital Management Corp
UNCHANGED
Shares530 from 530
Change0 (0%)
Value$68.9K (-$799)
Filed 2026-11-02
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares504 from 504
Change0 (0%)
Value$65.6K (-$761)
Filed 2026-10-27
Polaris Financial Partners
NEW
Shares503
Change+503
Value$66
Filed 2026-10-02
Balance Wealth Partners LLC
NEW
Shares490
Change+490
Value$63.8K
Filed 2026-10-27
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares490 from 490
Change0 (0%)
Value$63.7K (-$739)
Filed 2026-10-27
Bullock Wealth Management Group
INCREASED
Shares486 from 485
Change+1 (+0%)
Value$63.3K (-$1.8K)
Filed 2026-10-09
Align Financial, LLC
UNCHANGED
Shares458 from 458
Change0 (0%)
Value$59.6K (-$692)
Filed 2026-10-16
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares446 from 446
Change0 (0%)
Value$58 (-$1)
Filed 2026-11-04
Advocate Investing Services LLC
UNCHANGED
Shares439 from 439
Change0 (0%)
Value$57.1K (-$662)
Filed 2026-10-26
Cape Investment Advisory, Inc.
INCREASED
Shares431 from 363
Change+68 (+19%)
Value$56.1K (+$8.3K)
Filed 2026-10-13
Aspect Partners, LLC
UNCHANGED
Shares406 from 406
Change0 (0%)
Value$52.8K (-$613)
Filed 2026-10-20
Duncker Streett & Co Inc
UNCHANGED
Shares390 from 390
Change0 (0%)
Value$50.7K (-$589)
Filed 2026-10-27
Clark Wealth Partners
UNCHANGED
Shares358 from 358
Change0 (0%)
Value$46.6K (-$540)
Filed 2026-10-19
Signature Resources Capital Management, LLC
UNCHANGED
Shares353 from 353
Change0 (0%)
Value$45.9K (-$533)
Filed 2026-10-16
Barnes Dennig Private Wealth Management LLC
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$45.5K (-$528)
Filed 2026-10-30
Bfsg, LLC
UNCHANGED
Shares348 from 348
Change0 (0%)
Value$45.2K (-$525)
Filed 2026-10-30
Deutsche Bank Ag\
UNCHANGED
Shares345 from 345
Change0 (0%)
Value$44.9K (-$521)
Filed 2026-11-06
Rosenberg Matthew Hamilton
UNCHANGED
Shares345 from 345
Change0 (0%)
Value$44.9K (-$521)
Filed 2026-10-05
Grove Bank & Trust
UNCHANGED
Shares332 from 332
Change0 (0%)
Value$43.2K (-$501)
Filed 2026-10-08
Abound Wealth Management
INCREASED
Shares289 from 236
Change+53 (+22%)
Value$37.6K (+$6.5K)
Filed 2026-10-26
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares288 from 288
Change0 (0%)
Value$37.5K (-$435)
Filed 2026-10-30
Central Trust Co
UNCHANGED
Shares287 from 287
Change0 (0%)
Value$37.3K (-$433)
Filed 2026-11-05
Horizon Financial Services, LLC
UNCHANGED
Shares287 from 287
Change0 (0%)
Value$37.3K (-$433)
Filed 2026-11-04
Adkins Seale Capital Management LLC
UNCHANGED
Shares270 from 270
Change0 (0%)
Value$35.1K (-$408)
Filed 2026-10-27
DeDora Capital, Inc.
NEW
Shares261
Change+261
Value$34.0K
Filed 2026-10-26
Vermillion Wealth Management, Inc.
DECREASED
Shares254 from 1,432
Change-1,178 (-82%)
Value$33.0K (-$155.4K)
Filed 2026-10-26
Mcdonald Partners LLC
UNCHANGED
Shares235 from 235
Change0 (0%)
Value$30.6K (-$355)
Filed 2026-11-03
Pittenger & Anderson Inc
UNCHANGED
Shares233 from 233
Change0 (0%)
Value$30.3K (-$352)
Filed 2026-11-02
Proathlete Wealth Management LLC
INCREASED
Shares230 from 8
Change+222 (+2775%)
Value$29.9K (+$28.9K)
Filed 2026-10-15
First Horizon Corp
DECREASED
Shares216 from 409
Change-193 (-47%)
Value$28.1K (-$25.7K)
Filed 2026-10-26
Sima Wealth Partners, LLC
UNCHANGED
Shares212 from 212
Change0 (0%)
Value$27.6K (-$320)
Filed 2026-10-19
Simplex Trading, LLC
NEW
Shares203
Change+203
Value$26.4K
Filed 2026-11-04
CKW Financial Group
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$26 (-$1)
Filed 2026-10-29
Pflug Koory, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$26.0K (-$302)
Filed 2026-10-26
Nova Financial LLC
NEW
Shares198
Change+198
Value$25.8K
Filed 2026-11-04
DecisionPoint Financial, LLC
UNCHANGED
Shares169 from 169
Change0 (0%)
Value$22.0K (-$671)
Filed 2026-10-27
Capital Advisors, Ltd. LLC
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$20 ($0)
Filed 2026-10-27
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$19.5K (-$226)
Filed 2026-10-20
American National Bank & Trust
UNCHANGED
Shares146 from 146
Change0 (0%)
Value$19.0K (-$220)
Filed 2026-10-07
Latitude Advisors, LLC
NEW
Shares141
Change+141
Value$18.3K
Filed 2026-10-27
Nemes Rush Group LLC
UNCHANGED
Shares138 from 138
Change0 (0%)
Value$18.0K (-$209)
Filed 2026-11-04
Center for Financial Planning, Inc.
UNCHANGED
Shares136 from 136
Change0 (0%)
Value$17.7K (-$206)
Filed 2026-10-26
Lodestone Wealth Management LLC
DECREASED
Shares135 from 140
Change-5 (-4%)
Value$17.6K (-$814)
Filed 2026-10-14
Rachor Investment Advisory Services, LLC
NEW
Shares130
Change+130
Value$16.9K
Filed 2026-10-29
Beacon Investment Advisory Services, Inc.
INCREASED
Shares124 from 123
Change+1 (+1%)
Value$16.1K (-$132)
Filed 2026-10-13
First Pacific Financial
INCREASED
Shares123 from 122
Change+1 (+1%)
Value$15.9K (-$131)
Filed 2026-10-14
First Community Trust NA
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$15.6K (-$181)
Filed 2026-10-07
Trust Co of Toledo NA
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$15.6K (-$181)
Filed 2026-10-16
Plante Moran Financial Advisors, LLC
NEW
Shares119
Change+119
Value$15.5K
Filed 2026-11-04
Signaturefd, LLC
DECREASED
Shares116 from 124
Change-8 (-6%)
Value$15.0K (-$1.3K)
Filed 2026-10-23
Nfsg Corp
UNCHANGED
Shares115 from 115
Change0 (0%)
Value$15.0K (-$174)
Filed 2026-10-15
Princeton Global Asset Management LLC
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$14.6K (-$120)
Filed 2026-10-21
North Star Investment Management Corp.
INCREASED
Shares107 from 106
Change+1 (+1%)
Value$13.9K (-$114)
Filed 2026-10-27
Ameliora Wealth Management Ltd.
UNCHANGED
Shares107 from 107
Change0 (0%)
Value$13.9K (-$161)
Filed 2026-10-23
Toth Financial Advisory Corp
UNCHANGED
Shares105 from 105
Change0 (0%)
Value$13.7K (-$158)
Filed 2026-10-08
EPG Wealth Management LLC
UNCHANGED
Shares103 from 103
Change0 (0%)
Value$13.4K (-$156)
Filed 2026-11-03
First Bancorp, Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$13.0K (-$151)
Filed 2026-10-26
Compass Financial Management LLC
INCREASED
Shares97 from 6
Change+91 (+1517%)
Value$12.6K (+$11.8K)
Filed 2026-10-30
Strengthening Families & Communities, LLC
INCREASED
Shares93 from 92
Change+1 (+1%)
Value$12.1K (-$99)
Filed 2026-10-21
Caldwell Trust Co
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$11.7K (-$136)
Filed 2026-10-30
POM Investment Strategies, LLC
NEW
Shares83
Change+83
Value$10.8K
Filed 2026-10-20
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED
Shares80 from 80
Change0 (0%)
Value$10.4K (-$111)
Filed 2026-10-28
Next Level Wealth Planning, LLC
NEW
Shares79
Change+79
Value$10.3K
Filed 2026-10-29
Markowski Investments
NEW
Shares70
Change+70
Value$9.1K
Filed 2026-10-30
Coston, McIsaac & Partners
INCREASED
Shares61 from 37
Change+24 (+65%)
Value$8.0K (+$8.0K)
Filed 2026-11-06
SJS Investment Consulting Inc.
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$7.8K (-$90)
Filed 2026-10-26
Glass Jacobson Investment Advisors llc
UNCHANGED
Shares55 from 55
Change0 (0%)
Value$7.1K (-$80)
Filed 2026-10-26
Friedenthal Financial
NEW
Shares52
Change+52
Value$6.8K
Filed 2026-10-27
Chapman Financial Group, LLC
UNCHANGED
Shares51 from 51
Change0 (0%)
Value$6.6K (-$77)
Filed 2026-10-26
Register Financial Advisors LLC
UNCHANGED
Shares41 from 41
Change0 (0%)
Value$5.3K (-$62)
Filed 2026-10-23
TFC Financial Management, Inc.
NEW
Shares40
Change+40
Value$5.2K
Filed 2026-10-26
Olistico Wealth, LLC
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$5.1K (-$58)
Filed 2026-10-05
Physician Wealth Advisors, Inc.
UNCHANGED
Shares38 from 38
Change0 (0%)
Value$4.9K (-$57)
Filed 2026-10-20
Parkside Financial Bank & Trust
UNCHANGED
Shares35 from 35
Change0 (0%)
Value$4.6K (-$52)
Filed 2026-10-27
Financial Network Wealth Advisors LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$4.4K (-$51)
Filed 2026-10-28
Cullen T Bankers, Inc.
UNCHANGED
Shares31 from 31
Change0 (0%)
Value$4.0K (-$47)
Filed 2026-10-28
Entrust Financial LLC
DECREASED
Shares30 from 65
Change-35 (-54%)
Value$3.9K (-$4.7K)
Filed 2026-11-04
Valley National Advisers Inc
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$3.9K (-$45)
Filed 2026-10-23
Rakuten Securities, Inc.
UNCHANGED
Shares28 from 28
Change0 (0%)
Value$3.6K (-$42)
Filed 2026-11-02
Key Capital Management, Inc
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$2.9K (-$33)
Filed 2026-11-03
Central Pacific Bank - Trust Division
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$1.7K (-$20)
Filed 2026-10-06
Rossby Financial, LCC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$1.4K (-$17)
Filed 2026-11-05
First Command Advisory Services, Inc.
NEW
Shares6
Change+6
Value$781
Filed 2026-11-05
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares2 from 2
Change0 (0%)
Value$261 (-$3)
Filed 2026-10-23
Covestor Ltd
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$0 ($0)
Filed 2026-10-30
Kingdom Financial Group Llc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$127 (-$2)
Filed 2026-11-04
Tompkins Financial Corp
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$130 (-$2)
Filed 2026-10-05
Capital Investment Advisors, LLC
CLOSED
Shares0 from 3,604
Change-3,604 (-100%)
Value$0 (-$474.3K)
Filed 2026-10-22
RFG - Bristol Wealth Advisors, LLC
CLOSED
Shares0 from 2,276
Change-2,276 (-100%)
Value$0 (-$299.5K)
Filed 2026-10-09
Courier Capital LLC
CLOSED
Shares0 from 2,054
Change-2,054 (-100%)
Value$0 (-$270.3K)
Filed 2026-10-19
Graves Light Lenhart Wealth, Inc.
CLOSED
Shares0 from 1,910
Change-1,910 (-100%)
Value$0 (-$251.3K)
Filed 2026-10-09
Argonautica Private Wealth Management, Inc
CLOSED
Shares0 from 1,835
Change-1,835 (-100%)
Value$0 (-$241.5K)
Filed 2026-11-02
Aspiriant, LLC
CLOSED
Shares0 from 1,833
Change-1,833 (-100%)
Value$0 (-$241.2K)
Filed 2026-10-16
West Bancorporation Inc
CLOSED
Shares0 from 1,530
Change-1,530 (-100%)
Value$0 (-$201.3K)
Filed 2026-10-29
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,096
Change-1,096 (-100%)
Value$0 (-$147.0K)
Filed 2026-11-02
Tsfg, LLC
CLOSED
Shares0 from 577
Change-577 (-100%)
Value$0 (-$76.0K)
Filed 2026-10-23
Obsidian CIO, LLC
CLOSED
Shares0 from 527
Change-527 (-100%)
Value$0 (-$69.4K)
Filed 2026-11-05
UMB Bank, n.a.
CLOSED
Shares0 from 417
Change-417 (-100%)
Value$0 (-$54.9K)
Filed 2026-11-06
Robinswood Financial LLC
CLOSED
Shares0 from 350
Change-350 (-100%)
Value$0 (-$46.1K)
Filed 2026-10-20
MCF Advisors LLC
CLOSED
Shares0 from 341
Change-341 (-100%)
Value$0 (-$44.9K)
Filed 2026-10-28
AdvisorNet Financial, Inc
CLOSED
Shares0 from 305
Change-305 (-100%)
Value$0 (-$40.2K)
Filed 2026-10-15
Brooklyn FI, LLC
CLOSED
Shares0 from 186
Change-186 (-100%)
Value$0 (-$25.5K)
Filed 2026-11-05
MB, Levis & Associates, LLC
CLOSED
Shares0 from 137
Change-137 (-100%)
Value$0 (-$18.0K)
Filed 2026-10-16
Mondrian Investment Partners LTD
CLOSED
Shares0 from 111
Change-111 (-100%)
Value$0 (-$14.6K)
Filed 2026-10-23
Salem Investment Counselors Inc
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$13.2K)
Filed 2026-10-13
Boyd Watterson Asset Management LLC
CLOSED
Shares0 from 87
Change-87 (-100%)
Value$0 (-$11.4K)
Filed 2026-11-06
LifeSteps Financial, Inc.
CLOSED
Shares0 from 30
Change-30 (-100%)
Value$0 (-$3.9K)
Filed 2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$2.2K)
Filed 2026-10-14
Tucker Asset Management LLC
CLOSED
Shares0 from 14
Change-14 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-29
Bank of America Corp
N/A
Shares— from 21,196,317
Change-21,196,317 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 3,729,437
Change-3,729,437 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,938,513
Change-1,938,513 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1,811,916
Change-1,811,916 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 1,686,235
Change-1,686,235 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,221,644
Change-1,221,644 (-100%)
Value—
FMR LLC
N/A
Shares— from 930,485
Change-930,485 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 742,857
Change-742,857 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 639,191
Change-639,191 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 605,000
Change-605,000 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 485,154
Change-485,154 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 451,392
Change-451,392 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 435,273
Change-435,273 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 430,033
Change-430,033 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 303,034
Change-303,034 (-100%)
Value—
Allianz SE
N/A
Shares— from 267,713
Change-267,713 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 243,922
Change-243,922 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 242,805
Change-242,805 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 236,897
Change-236,897 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 212,066
Change-212,066 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 197,536
Change-197,536 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 172,422
Change-172,422 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 158,789
Change-158,789 (-100%)
Value—
Main Management LLC
N/A
Shares— from 157,223
Change-157,223 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 142,504
Change-142,504 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 138,842
Change-138,842 (-100%)
Value—
Edmond de Rothschild Holding S.A.
N/A
Shares— from 138,679
Change-138,679 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 136,363
Change-136,363 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 129,075
Change-129,075 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 115,665
Change-115,665 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 115,066
Change-115,066 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 103,222
Change-103,222 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 100,363
Change-100,363 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 89,745
Change-89,745 (-100%)
Value—
Chai Trust Co LLC
N/A
Shares— from 78,503
Change-78,503 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 72,024
Change-72,024 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 67,154
Change-67,154 (-100%)
Value—
Madison Asset Management, LLC
N/A
Shares— from 64,266
Change-64,266 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 63,181
Change-63,181 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 61,387
Change-61,387 (-100%)
Value—
Atlas Capital Advisors Inc.
N/A
Shares— from 58,483
Change-58,483 (-100%)
Value—
Bellwether Advisors, LLC
N/A
Shares— from 58,048
Change-58,048 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 53,391
Change-53,391 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 51,543
Change-51,543 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 49,276
Change-49,276 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 48,166
Change-48,166 (-100%)
Value—
Theory Financial LLC
N/A
Shares— from 46,809
Change-46,809 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 46,549
Change-46,549 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 46,168
Change-46,168 (-100%)
Value—
Wall Street Financial Group, Inc.
N/A
Shares— from 44,949
Change-44,949 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 42,323
Change-42,323 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 42,292
Change-42,292 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 41,026
Change-41,026 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 40,312
Change-40,312 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 39,595
Change-39,595 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 39,230
Change-39,230 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 38,338
Change-38,338 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 37,853
Change-37,853 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 36,585
Change-36,585 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 34,450
Change-34,450 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 30,529
Change-30,529 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 30,330
Change-30,330 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 29,352
Change-29,352 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 29,305
Change-29,305 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 29,304
Change-29,304 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 29,033
Change-29,033 (-100%)
Value—
Tandem Wealth Advisors LLC
N/A
Shares— from 28,535
Change-28,535 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 27,333
Change-27,333 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 26,828
Change-26,828 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 25,725
Change-25,725 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 24,668
Change-24,668 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 24,363
Change-24,363 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 23,046
Change-23,046 (-100%)
Value—
Horizon Family Wealth, Inc.
N/A
Shares— from 22,626
Change-22,626 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 22,421
Change-22,421 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 21,641
Change-21,641 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 21,512
Change-21,512 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 21,450
Change-21,450 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 20,927
Change-20,927 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 20,392
Change-20,392 (-100%)
Value—
Novare Capital Management LLC
N/A
Shares— from 19,742
Change-19,742 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 18,885
Change-18,885 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 18,233
Change-18,233 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 18,214
Change-18,214 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 17,706
Change-17,706 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 17,366
Change-17,366 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 17,219
Change-17,219 (-100%)
Value—
Quantitative Investment Management, LLC
N/A
Shares— from 16,561
Change-16,561 (-100%)
Value—
Freestone Capital Holdings, LLC
N/A
Shares— from 16,372
Change-16,372 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 15,819
Change-15,819 (-100%)
Value—
Transcend Capital Advisors, LLC
N/A
Shares— from 15,432
Change-15,432 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 14,939
Change-14,939 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 14,325
Change-14,325 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 14,257
Change-14,257 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 14,146
Change-14,146 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 14,111
Change-14,111 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 13,766
Change-13,766 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 13,282
Change-13,282 (-100%)
Value—
Bank of Marin
N/A
Shares— from 13,249
Change-13,249 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 13,187
Change-13,187 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 12,945
Change-12,945 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 12,742
Change-12,742 (-100%)
Value—
&partners
N/A
Shares— from 12,715
Change-12,715 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 12,609
Change-12,609 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 12,489
Change-12,489 (-100%)
Value—
Harbour Investment Management LLC
N/A
Shares— from 12,333
Change-12,333 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 12,070
Change-12,070 (-100%)
Value—
Cladis Investment Advisory, LLC
N/A
Shares— from 11,755
Change-11,755 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 11,639
Change-11,639 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 11,465
Change-11,465 (-100%)
Value—
SCS Capital Management LLC
N/A
Shares— from 11,369
Change-11,369 (-100%)
Value—
Private Wealth Advisors, LLC
N/A
Shares— from 11,229
Change-11,229 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 11,104
Change-11,104 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 11,062
Change-11,062 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 11,059
Change-11,059 (-100%)
Value—
Wealthfront Advisers LLC
N/A
Shares— from 10,770
Change-10,770 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 10,419
Change-10,419 (-100%)
Value—
Disciplined Investors, L.L.C.
N/A
Shares— from 10,399
Change-10,399 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 9,811
Change-9,811 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 9,711
Change-9,711 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 9,537
Change-9,537 (-100%)
Value—
Cornerstone Select Advisors, LLC
N/A
Shares— from 9,526
Change-9,526 (-100%)
Value—
Tocqueville Asset Management L.P.
N/A
Shares— from 9,170
Change-9,170 (-100%)
Value—
Birchcreek Wealth Management, LLC
N/A
Shares— from 9,078
Change-9,078 (-100%)
Value—
Blair William & Co
N/A
Shares— from 8,947
Change-8,947 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 8,719
Change-8,719 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 8,678
Change-8,678 (-100%)
Value—
GWN Securities Inc.
N/A
Shares— from 8,668
Change-8,668 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 8,469
Change-8,469 (-100%)
Value—
Commerce Bank
N/A
Shares— from 8,451
Change-8,451 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 8,144
Change-8,144 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 7,723
Change-7,723 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 7,656
Change-7,656 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 7,526
Change-7,526 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 7,276
Change-7,276 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 7,242
Change-7,242 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 7,090
Change-7,090 (-100%)
Value—
Berkeley Capital Partners, LLC
N/A
Shares— from 6,962
Change-6,962 (-100%)
Value—
Stephens Inc
N/A
Shares— from 6,937
Change-6,937 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 6,760
Change-6,760 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 6,758
Change-6,758 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 6,756
Change-6,756 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 6,741
Change-6,741 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 6,640
Change-6,640 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 6,613
Change-6,613 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 6,490
Change-6,490 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 6,276
Change-6,276 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 6,273
Change-6,273 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 6,270
Change-6,270 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 6,158
Change-6,158 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 6,006
Change-6,006 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 5,778
Change-5,778 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 5,617
Change-5,617 (-100%)
Value—
Invictus Private Wealth, LLC
N/A
Shares— from 5,588
Change-5,588 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 5,547
Change-5,547 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 5,449
Change-5,449 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 5,254
Change-5,254 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 5,247
Change-5,247 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 5,212
Change-5,212 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 4,986
Change-4,986 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 4,834
Change-4,834 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 4,827
Change-4,827 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 4,800
Change-4,800 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 4,795
Change-4,795 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 4,741
Change-4,741 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 4,734
Change-4,734 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 4,646
Change-4,646 (-100%)
Value—
Mosaic Financial Group, LLC
N/A
Shares— from 4,633
Change-4,633 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 4,559
Change-4,559 (-100%)
Value—
Safeguard Investment Advisory Group, LLC
N/A
Shares— from 4,499
Change-4,499 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 4,452
Change-4,452 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 4,438
Change-4,438 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 4,421
Change-4,421 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 4,408
Change-4,408 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 4,399
Change-4,399 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 4,381
Change-4,381 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 4,358
Change-4,358 (-100%)
Value—
Hirtle & Co., LLC
N/A
Shares— from 4,327
Change-4,327 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 4,262
Change-4,262 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 4,228
Change-4,228 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 4,219
Change-4,219 (-100%)
Value—
Elite Financial, Inc.
N/A
Shares— from 4,107
Change-4,107 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 4,076
Change-4,076 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 4,057
Change-4,057 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 4,040
Change-4,040 (-100%)
Value—
Haverford Trust Co
N/A
Shares— from 4,033
Change-4,033 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 3,991
Change-3,991 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 3,926
Change-3,926 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 3,880
Change-3,880 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 3,860
Change-3,860 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 3,859
Change-3,859 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 3,819
Change-3,819 (-100%)
Value—
Aegis Wealth Management LLC
N/A
Shares— from 3,800
Change-3,800 (-100%)
Value—
Intrust Bank NA
N/A
Shares— from 3,790
Change-3,790 (-100%)
Value—
Snowwater Investment Partners, LLC
N/A
Shares— from 3,778
Change-3,778 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 3,740
Change-3,740 (-100%)
Value—
Simmons Bank
N/A
Shares— from 3,727
Change-3,727 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 3,661
Change-3,661 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 3,656
Change-3,656 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 3,562
Change-3,562 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 3,552
Change-3,552 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 3,541
Change-3,541 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 3,521
Change-3,521 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 3,487
Change-3,487 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 3,425
Change-3,425 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 3,384
Change-3,384 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 3,242
Change-3,242 (-100%)
Value—
Arrowroot Family Office, LLC
N/A
Shares— from 3,152
Change-3,152 (-100%)
Value—
Rehmann Capital Advisory Group
N/A
Shares— from 3,098
Change-3,098 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 3,048
Change-3,048 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 3,039
Change-3,039 (-100%)
Value—
Allie Family Office LLC
N/A
Shares— from 2,925
Change-2,925 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 2,924
Change-2,924 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 2,900
Change-2,900 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 2,868
Change-2,868 (-100%)
Value—
Marshall Financial Group, LLC
N/A
Shares— from 2,839
Change-2,839 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 2,826
Change-2,826 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 2,762
Change-2,762 (-100%)
Value—
Spreng Capital Management, Inc.
N/A
Shares— from 2,728
Change-2,728 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 2,668
Change-2,668 (-100%)
Value—
Z3 Capital Partners, LLC
N/A
Shares— from 2,656
Change-2,656 (-100%)
Value—
Fairfield, Bush & Co.
N/A
Shares— from 2,605
Change-2,605 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 2,553
Change-2,553 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 2,419
Change-2,419 (-100%)
Value—
Betterment LLC
N/A
Shares— from 2,396
Change-2,396 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 2,274
Change-2,274 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 2,252
Change-2,252 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 2,236
Change-2,236 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 2,194
Change-2,194 (-100%)
Value—
Spirepoint Private Client, LLC
N/A
Shares— from 2,127
Change-2,127 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 2,081
Change-2,081 (-100%)
Value—
Canal Capital Management, LLC
N/A
Shares— from 2,070
Change-2,070 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 2,048
Change-2,048 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 2,034
Change-2,034 (-100%)
Value—
Spartan Wealth Advisory Services LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 1,990
Change-1,990 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 1,982
Change-1,982 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 1,960
Change-1,960 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,959
Change-1,959 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 1,959
Change-1,959 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 1,926
Change-1,926 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 1,909
Change-1,909 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 1,900
Change-1,900 (-100%)
Value—
Partners Capital Investment Group, LLP
N/A
Shares— from 1,877
Change-1,877 (-100%)
Value—
Bouchey Financial Group, Ltd.
N/A
Shares— from 1,838
Change-1,838 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 1,832
Change-1,832 (-100%)
Value—
Mayflower Financial Advisors, LLC
N/A
Shares— from 1,830
Change-1,830 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 1,808
Change-1,808 (-100%)
Value—
Compass Advisory Group LLC
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 1,751
Change-1,751 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 1,748
Change-1,748 (-100%)
Value—
Kapstone Financial Advisors LLC
N/A
Shares— from 1,712
Change-1,712 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 1,698
Change-1,698 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 1,694
Change-1,694 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 1,670
Change-1,670 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 1,664
Change-1,664 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 1,643
Change-1,643 (-100%)
Value—
Nwam LLC
N/A
Shares— from 1,572
Change-1,572 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 1,535
Change-1,535 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 1,535
Change-1,535 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 1,521
Change-1,521 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 1,388
Change-1,388 (-100%)
Value—
JTC Employer Solutions Trustee Ltd
N/A
Shares— from 1,148
Change-1,148 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 950
Change-950 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 882
Change-882 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 876
Change-876 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 848
Change-848 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 834
Change-834 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 834
Change-834 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 760
Change-760 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 740
Change-740 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 731
Change-731 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 686
Change-686 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 675
Change-675 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 666
Change-666 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 636
Change-636 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 633
Change-633 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 619
Change-619 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 598
Change-598 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 583
Change-583 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 560
Change-560 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 554
Change-554 (-100%)
Value—
Outlook Capital Management, LLC
N/A
Shares— from 539
Change-539 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 500
Change-500 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 490
Change-490 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 466
Change-466 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 461
Change-461 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 425
Change-425 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 400
Change-400 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 395
Change-395 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 365
Change-365 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 352
Change-352 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 326
Change-326 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 323
Change-323 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 320
Change-320 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 300
Change-300 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 292
Change-292 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 268
Change-268 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 267
Change-267 (-100%)
Value—
JDM Financial Group LLC
N/A
Shares— from 240
Change-240 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 226
Change-226 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 205
Change-205 (-100%)
Value—
PIN OAK Investment Advisors Inc
N/A
Shares— from 200
Change-200 (-100%)
Value—
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A
Shares— from 198
Change-198 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 176
Change-176 (-100%)
Value—
Tidemark, LLC
N/A
Shares— from 169
Change-169 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 150
Change-150 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 133
Change-133 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 127
Change-127 (-100%)
Value—
Greykasell Wealth Strategies, Inc.
N/A
Shares— from 125
Change-125 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 124
Change-124 (-100%)
Value—
Bravera Wealth
N/A
Shares— from 122
Change-122 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 118
Change-118 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 103
Change-103 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 103
Change-103 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 99
Change-99 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 86
Change-86 (-100%)
Value—
Logan Capital Management Inc
N/A
Shares— from 76
Change-76 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 53
Change-53 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 49
Change-49 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 43
Change-43 (-100%)
Value—
HighMark Wealth Management LLC
N/A
Shares— from 36
Change-36 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Protective Life Corp
N/A
Shares— from 9
Change-9 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
LPL Financial LLC
INCREASED1,051,124964,920+86,204+9%$127.0M$136.7M+$9.8M2026-11-06
Beacon Capital Management, Inc.
INCREASED620,761478,035+142,726+30%$62.9M$80.8M+$17.8M2026-10-13
Lido Advisors, LLC
INCREASED380,112344,493+35,619+10%$45.3M$49.4M+$4.1M2026-11-04
TD Waterhouse Canada Inc.
INCREASED224,954221,005+3,949+2%$29.7M$29.3M-$369.1K2026-10-16
KCM Investment Advisors LLC
DECREASED189,853200,509-10,656-5%$26.4M$24.7M-$1.7M2026-10-27
PNC Financial Services Group, Inc.
DECREASED182,609188,644-6,035-3%$24.8M$23.8M-$1.1M2026-11-06
Ayalon Insurance Comp Ltd.
UNCHANGED178,031178,03100%$23.4K$23.2K-$2692026-10-08
CMH Wealth Management LLC
INCREASED156,428150,808+5,620+4%$19.8M$20.3M+$503.4K2026-10-22
Cedar Mountain Advisors, LLC
DECREASED143,861146,558-2,697-2%$19.3M$18.7M-$572.1K2026-10-15
Trust Co of Oklahoma
DECREASED138,273142,855-4,582-3%$18.8M$18.0M-$811.8K2026-10-15
Fifth Third Bancorp
DECREASED130,113133,814-3,701-3%$17.6M$16.9M-$683.4K2026-11-05
Assetmark, Inc
INCREASED122,079120,753+1,326+1%$15.9M$15.9M-$9.9K2026-10-21
Searcy Financial Services Inc
DECREASED112,002114,112-2,110-2%$15.0M$14.6M-$446.7K2026-10-07
Retirement Planning Group, LLC
INCREASED108,978108,505+473+0%$14.3M$14.2M-$102.3K2026-10-19
MassMutual Private Wealth & Trust, FSB
DECREASED104,022108,624-4,602-4%$14.3M$13.5M-$762.7K2026-10-05
Winthrop Capital Management, LLC
DECREASED98,173104,157-5,984-6%$13.7M$12.8M-$935.7K2026-11-05
WBH Advisory Inc
DECREASED98,07699,170-1,094-1%$13.1M$12.8M-$292.1K2026-11-05
Commonwealth Equity Services, LLC
DECREASED97,08797,503-4160%$12.8M$12.6M-$201.4K2026-11-02
Wheelhouse Advisory Group LLC
INCREASED93,09488,023+5,071+6%$11.6M$12.1M+$526.9K2026-10-20
Creative Planning
INCREASED87,25281,376+5,876+7%$10.7M$11.4M+$641.5K2026-11-02
Kestra Advisory Services, LLC
INCREASED86,77560,191+26,584+44%$7.9M$11.3M+$3.4M2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED85,98489,445-3,461-4%$11.8M$11.2K-$11.8M2026-11-02
Mosley Wealth Management
INCREASED85,04580,709+4,336+5%$10.6M$11.4M+$800.2K2026-10-16
Allen Investment Management, LLC
DECREASED81,17895,861-14,683-15%$12.6M$10.6M-$2.1M2026-11-03
Truist Financial Corp
INCREASED80,38579,657+728+1%$10.5M$10.5M-$25.6K2026-10-30
Wealth Enhancement Advisory Services, LLC
INCREASED63,47553,420+10,055+19%$4.8M$6.0M+$1.1M2026-10-13
Founders Grove Wealth Partners, LLC
INCREASED63,04862,306+742+1%$8.2M$8.2M+$2.4K2026-10-16
LCM Capital Management Inc
DECREASED62,73863,009-2710%$8.3M$8.2M-$130.4K2026-10-20
Gibraltar Capital Management, Inc.
DECREASED49,72752,142-2,415-5%$6.9M$6.5M-$392.9K2026-10-27
Penobscot Wealth Management
INCREASED49,57548,290+1,285+3%$6.4M$6.4M+$94.2K2026-10-21
Altura Wealth Advisors Inc.
INCREASED48,03644,706+3,330+7%$5.9M$6.2M+$365.7K2026-10-22
Uniting Wealth Partners, LLC
NEW47,561—+47,561——$6.2M—2026-11-06
Merit Financial Group, LLC
INCREASED46,37246,016+356+1%$6.1M$6.0M-$23.2K2026-11-06
LMG Wealth Partners, LLC
INCREASED44,48743,632+855+2%$5.7M$5.8M+$45.3K2026-11-05
AlphaCore Capital LLC
DECREASED44,47346,790-2,317-5%$6.2M$5.8M-$372.1K2026-11-04
Frank, Rimerman Advisors LLC
INCREASED42,23141,579+652+2%$5.5M$5.5M+$22.0K2026-10-16
Annex Advisory Services, LLC
DECREASED42,20651,200-8,994-18%$6.7M$5.5M-$1.2M2026-10-16
Quaker Wealth Management, LLC
INCREASED38,29636,583+1,713+5%$4.8M$5.0M+$167.7K2026-10-22
Curran Financial Partners, LLC
DECREASED37,02348,196-11,173-23%$6.3M$4.8M-$1.5M2026-11-04
Concurrent Investment Advisors, LLC
INCREASED36,50734,065+2,442+7%$4.5M$4.7M+$266.2K2026-10-16
Northstar Asset Management Co
DECREASED35,06636,706-1,640-4%$5.1M$4.8M-$288.1K2026-10-22
Matthew Goff Investment Advisor, LLC
NEW34,028—+34,028——$4.4M—2026-10-13
Focus Financial Network, Inc.
INCREASED31,94831,826+122+0%$4.2M$4.2M-$32.2K2026-10-14
Argentarii, LLC
DECREASED31,47131,576-1050%$4.5M$4.1M-$370.2K2026-10-28
North Forty Two & Co.
DECREASED31,45732,707-1,250-4%$4.3M$4.1M-$212.0K2026-10-19
Fortis Group Advisors, LLC
NEW30,892—+30,892——$4.2M—2026-11-06
Financial Freedom, LLC
DECREASED30,16831,625-1,457-5%$4.2M$3.9M-$237.2K2026-11-06
Atria Investments, Inc
INCREASED29,65719,314+10,343+54%$2.5M$3.9M+$1.3M2026-10-15
RCW Management, LLC
DECREASED28,23728,309-720%$3.7M$3.7M-$52.1K2026-10-30
City State Bank
DECREASED27,16827,626-458-2%$3.6M$3.5M-$101.3K2026-10-20
First Financial Corp
DECREASED26,84427,365-521-2%$3.6M$3.5M-$109.1K2026-10-13
D.A. Davidson & Co.
INCREASED26,35025,839+511+2%$3.4M$3.4M+$27.5K2026-10-28
Sharper & Granite LLC
DECREASED26,33927,284-945-3%$3.6M$3.2M-$408.6K2026-11-02
Allworth Financial LP
UNCHANGED25,66525,66500%$3.4M$3.4M$02026-11-06
Bokf, NA
DECREASED25,10325,161-580%$3.3M$3.3M-$45.5K2026-10-27
Royal Fund Management, LLC
INCREASED24,63222,829+1,803+8%$3.0M$3.2M+$200.2K2026-10-22
Lebenthal Global Advisors, LLC
INCREASED24,60624,520+86+0%$3.2M$3.2M-$25.9K2026-10-28
Park National Corp
DECREASED24,45827,282-2,824-10%$3.6M$3.2M-$408.6K2026-10-05
Oppenheimer & Co Inc
INCREASED24,26423,851+413+2%$3.1M$3.2M+$17.7K2026-10-26
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED23,68223,439+243+1%$3.1M$3.1M-$3.8K2026-10-22
Praetorian Wealth Management, Inc.
DECREASED21,57421,925-351-2%$2.9M$2.8M-$78.8K2026-10-16
Citigroup Inc
INCREASED21,27720,679+598+3%$2.7M$2.8M+$46.6K2026-11-04
Earned Wealth Advisors, LLC
DECREASED20,54120,798-257-1%$2.7M$2.7M-$64.8K2026-11-06
MontVue Capital Management, Inc.
UNCHANGED18,62518,62500%$2.5M$2.4M-$28.1K2026-10-19
Cornerstone Wealth Management, LLC
INCREASED18,37917,970+409+2%$2.4M$2.4M+$26.0K2026-11-04
Thrivent Financial for Lutherans
DECREASED18,35125,037-6,686-27%$3.3M$2.4K-$3.3M2026-11-05
NorthCrest Asset Manangement, LLC
INCREASED18,34418,146+198+1%$2.5M$2.4M-$44.1K2026-10-13
Robertson Stephens Wealth Management, LLC
DECREASED16,31727,895-11,578-42%$3.7M$2.1M-$1.5M2026-10-16
Cornerstone Planning, LLC
INCREASED16,24916,120+129+1%$2.1M$2.1M+$9.3K2026-10-27
Terra Nova Asset Management LLC
INCREASED15,97115,925+46+0%$2.1M$2.1M-$18.1K2026-10-13
Avion Wealth
DECREASED15,86116,686-825-5%$2.2M$2.1K-$2.2M2026-11-04
Raab & Moskowitz Asset Management LLC
DECREASED15,73515,805-700%$2.1M$2.0M-$33.0K2026-11-02
Jm2 Capital Inc.
DECREASED14,45514,490-350%$1.9M$1.9M-$26.4K2026-10-14
Parallel Advisors, LLC
DECREASED14,44114,513-720%$1.9M$1.9M-$31.3K2026-11-03
Capital Management Associates, Inc
INCREASED14,09212,329+1,763+14%$1.6M$1.8M+$210.8K2026-10-20
Farther Finance Advisors, LLC
DECREASED13,81317,523-3,710-21%$2.3M$1.8M-$509.1K2026-10-08
CWA Asset Management Group, LLC
DECREASED13,76013,819-590%$1.8M$1.8M-$28.5K2026-10-19
Evanson Financial, LLC
INCREASED13,35813,328+30+0%$1.8M$1.7M-$16.2K2026-10-23
Prospera Financial Services Inc
INCREASED13,33910,361+2,978+29%$1.4M$1.8M+$468.1K2026-11-04
Bank of New York Mellon Corp
INCREASED13,24810,289+2,959+29%$1.4M$1.7M+$369.5K2026-11-05
Bigelow Investment Advisors, LLC
INCREASED13,03712,996+41+0%$1.7M$1.7M-$14.3K2026-10-13
Krilogy Financial LLC
DECREASED12,93513,701-766-6%$1.8M$1.7M-$72.2K2026-10-13
Signature Estate & Investment Advisors LLC
INCREASED12,60312,488+115+1%$1.6M$1.6M-$4.0K2026-10-13
Daymark Wealth Partners, LLC
INCREASED12,54611,394+1,152+10%$1.5M$1.6M+$132.7K2026-11-04
Diversify Wealth Management, LLC
INCREASED12,4274,453+7,974+179%$619.8K$1.7M+$1.0M2026-10-20
Diversify Advisory Services, LLC
INCREASED12,4274,453+7,974+179%$619.8K$1.7M+$1.0M2026-10-20
Magnus Financial Group LLC
INCREASED12,39012,374+16+0%$1.6M$1.6M-$16.6K2026-10-21
J.W. Cole Advisors, Inc.
DECREASED12,25412,475-221-2%$1.6M$1.6M-$47.5K2026-11-05
Montag A & Associates Inc
DECREASED12,19212,899-707-5%$1.7M$1.6M-$111.5K2026-10-29
Manchester Capital Management LLC
UNCHANGED12,16212,16200%$1.6M$1.6M-$18.4K2026-10-22
Brighton Jones LLC
INCREASED12,09512,064+31+0%$1.6M$1.6M-$14.2K2026-11-03
Live Oak Investment Partners
DECREASED12,06413,891-1,827-13%$1.8M$1.6M-$258.7K2026-10-23
Independent Financial Group, LLC
INCREASED11,81711,581+236+2%$1.5M$1.5M+$13.1K2026-10-13
Wealthcare Capital Partners, LLC
INCREASED11,67611,636+40+0%$1.5M$1.5M-$12.3K2026-10-21
Idaho Trust Co
INCREASED11,57011,188+382+3%$1.5M$1.5M+$32.8K2026-11-04
HB Wealth Management, LLC
INCREASED11,22011,094+126+1%$1.5M$1.5M-$3292026-10-23
Fifth Third Securities, Inc.
DECREASED10,84313,731-2,888-21%$1.8M$1.4M-$396.4K2026-10-21
RBA Wealth Management, LLC
DECREASED10,78111,341-560-5%$1.5M$1.4M-$89.9K2026-10-28
Citizens Financial Group Inc
INCREASED10,6139,703+910+9%$1.3M$1.4M+$103.7K2026-10-23
Mission Wealth Management, LP
DECREASED10,53914,513-3,974-27%$1.9M$1.4M-$539.0K2026-10-15
Choreo, LLC
INCREASED10,49310,491+2+0%$1.4M$1.4M-$15.6K2026-10-28
Asset One Wealth Management LLC
INCREASED10,0209,797+223+2%$1.4M$1.3M-$52.9K2026-11-02
Evolution Wealth Advisors, LLC
DECREASED9,95011,890-1,940-16%$1.6M$1.3M-$270.3K2026-11-03
White Lighthouse Investment Management Inc.
INCREASED9,8687,123+2,745+39%$937.7K$1.3M+$346.1K2026-10-21
Hopwood Financial Services, Inc.
DECREASED9,7809,794-140%$1.3M$1.3M-$16.6K2026-10-29
Gateway Investment Advisers LLC
NEW9,759—+9,759——$1.3M—2026-10-13
Prime Capital Investment Advisors, LLC
DECREASED9,1049,260-156-2%$1.2M$1.2M-$34.3K2026-10-20
Y-Intercept (Hong Kong) Ltd
DECREASED9,03612,171-3,135-26%$1.6M$1.2M-$426.2K2026-10-16
Black Diamond Financial, LLC
UNCHANGED8,9738,97300%$1.2M$1.2M-$13.6K2026-10-26
Gryphon Financial Partners LLC
UNCHANGED8,7618,76100%$1.2M$1.1M-$13.2K2026-11-04
KDK Private Wealth Management, LLC
UNCHANGED8,6238,62300%$1.1M$1.1M-$13.0K2026-11-03
Valmark Advisers, Inc.
INCREASED8,4498,348+101+1%$1.1M$1.1M+$5072026-11-06
Pension & Wealth Management Advisors, Inc.
UNCHANGED8,3048,30400%$1.1M$1.1M-$12.5K2026-10-16
Clearstead Advisors, LLC
INCREASED8,1237,933+190+2%$1.0M$1.1M+$12.8K2026-11-06
Institute for Wealth Management, Llc.
DECREASED8,1218,162-410%$1.1M$1.1M-$17.7K2026-11-06
Ipsen Advisor Group LLC
DECREASED8,0219,595-1,574-16%$1.3M$1.0M-$219.3K2026-10-29
Elevation Point Wealth Partners, LLC
INCREASED8,0046,273+1,731+28%$825.5K$1.0M+$215.7K2026-11-05
Odyssey Capital Advisors, Inc.
DECREASED7,9858,692-707-8%$1.1M$1.0M-$105.2K2026-10-26
Apella Capital, LLC
INCREASED7,9801,495+6,485+434%$205.1K$1.0M+$839.4K2026-10-08
Principle Wealth Partners LLC
DECREASED7,9349,266-1,332-14%$1.2M$1.0M-$187.2K2026-11-02
Fischer Financial Services, Inc.
DECREASED7,8487,863-150%$1.0M$1.0M-$13.8K2026-10-30
BLB&B Advisors, LLC
INCREASED7,7117,286+425+6%$958.8K$1.0M+$44.3K2026-10-27
OpenArc Corporate Advisory, LLC
DECREASED7,6408,615-975-11%$1.1M$993.9K-$139.8K2026-10-21
Ascent Group, LLC
UNCHANGED7,4537,45300%$980.8K$969.6K-$11.3K2026-10-30
Westside Investment Management, Inc.
INCREASED7,3807,376+4+0%$970.7K$960.1K-$10.6K2026-11-02
WP Advisors, LLC
INCREASED7,2527,228+24+0%$951.3K$943.5K-$7.8K2026-10-22
Simplicity Wealth,LLC
DECREASED7,19310,030-2,837-28%$1.3M$935.7K-$384.2K2026-10-23
US Bancorp \de\
DECREASED7,1887,295-107-1%$960.0K$935.1K-$24.9K2026-11-05
Community Bank, N.A.
UNCHANGED7,0507,05000%$927.8K$917.1K-$10.6K2026-11-06
Woodward Diversified Capital, LLC
NEW7,036—+7,036——$915.3K—2026-10-21
Grimes & Co Wealth Management, LLC
DECREASED6,9547,625-671-9%$1.0M$904.6K-$98.9K2026-10-29
Marble Harbor Investment Counsel, LLC
UNCHANGED6,8506,85000%$901.5K$891.1K-$10.3K2026-11-06
Baker Ellis Asset Management LLC
UNCHANGED6,8106,81000%$896.2K$885.9K-$10.3K2026-10-14
Bailard, Inc.
DECREASED6,7448,904-2,160-24%$1.2M$877.3K-$294.4K2026-10-13
Axxcess Wealth Management, LLC
INCREASED6,6823,455+3,227+93%$454.7K$869.3K+$414.5K2026-10-21
Howard Wealth Management, LLC
INCREASED6,5806,565+15+0%$864.1K$856.1K-$8.0K2026-10-28
Trust Co of Vermont
UNCHANGED6,5776,57700%$865.5K$855.6K-$9.9K2026-10-21
Valeo Financial Advisors, LLC
DECREASED6,5456,846-301-4%$900.9K$851.4K-$49.5K2026-10-08
Junk Investment Group, LLC
INCREASED6,5406,537+3+0%$860.2K$850.8K-$9.4K2026-10-19
RFG Advisory, LLC
DECREASED6,4297,765-1,336-17%$1.0M$836.3K-$185.5K2026-11-03
Brookstone Capital Management
DECREASED6,3626,582-220-3%$866.2K$827.7K-$38.5K2026-10-22
Kestra Private Wealth Services, LLC
DECREASED6,3276,357-300%$836.6K$823.0K-$13.6K2026-11-06
McGuire Investment Group, LLC
INCREASED6,3096,253+56+1%$822.9K$820.7K-$2.2K2026-10-23
Avantax Planning Partners, Inc.
INCREASED6,2565,828+428+7%$767.0K$813.8K+$46.9K2026-11-03
Hardy Reed LLC
UNCHANGED6,1706,17000%$812.0K$802.7K-$9.3K2026-11-06
Kennicott Capital Management LLC
UNCHANGED6,1506,15000%$809.3K$800.1K-$9.3K2026-10-16
Brandywine OAK Private Wealth LLC
DECREASED6,0946,101-70%$802.9K$792.8K-$10.1K2026-10-23
Premier Path Wealth Partners, LLC
UNCHANGED5,9955,99500%$789.0K$779.9K-$9.1K2026-10-16
Blackston Financial Advisory Group, LLC
DECREASED5,9635,969-60%$785.5K$775.8K-$9.8K2026-11-04
Savant Capital, LLC
DECREASED5,9448,996-3,052-34%$1.2M$773.3K-$388.8K2026-11-06
Waldron Private Wealth LLC
INCREASED5,7345,715+19+0%$752.1K$746.0K-$6.2K2026-11-02
Exchange Traded Concepts, LLC
DECREASED5,71222,818-17,106-75%$3.0M$743.1K-$2.3M2026-10-28
Matisse Capital
UNCHANGED5,6115,61100%$738.4K$729.9K-$8.5K2026-10-29
Kingswood Wealth Advisors, LLC
DECREASED5,5045,512-80%$725.4K$716.0K-$9.4K2026-10-23
TD Private Client Wealth LLC
DECREASED5,3655,719-354-6%$752.7K$697.9K-$54.7K2026-10-28
Harrell Investment Partners, LLC
DECREASED5,3555,855-500-9%$770.5K$696.6K-$73.9K2026-10-15
Lewis Asset Management, LLC
DECREASED5,2705,388-118-2%$709.1K$685.5K-$23.6K2026-10-14
SBI Securities Co., Ltd.
INCREASED5,1503,943+1,207+31%$518.9K$670.0K+$151.1K2026-10-22
Evergreen Capital Management LLC
INCREASED5,1225,118+4+0%$673.5K$666.3K-$7.2K2026-10-23
Sagespring Wealth Partners, LLC
NEW5,073—+5,073——$660.0K—2026-10-22
Wealthstar Advisors, LLC
DECREASED4,9465,039-93-2%$663.1K$643.4K-$19.7K2026-10-19
Phillip James Consulting Co.
UNCHANGED4,9004,90000%$644.8K$637.4K-$7.4K2026-11-03
Carl P. Sherr & Co., LLC
UNCHANGED4,8814,88100%$642.3K$635.0K-$7.4K2026-11-06
ZynergyRetirementPlanningLLC
DECREASED4,8564,919-63-1%$647.3K$631.7K-$15.6K2026-10-08
Financial & Tax Architects, LLC
INCREASED4,8532,281+2,572+113%$300.2K$631.3K+$331.2K2026-10-15
Mainsail Asset Management, LLC
DECREASED4,8136,675-1,862-28%$920.7K$633.6K-$287.1K2026-10-14
AGF Management LTD
UNCHANGED4,7354,73500%$623.1K$616.0K-$7.2K2026-11-03
First Premier Bank
DECREASED4,7205,618-898-16%$740$614-$1262026-10-13
Long Island Wealth Management, Inc.
INCREASED4,6824,679+3+0%$615.8K$609.1K-$6.7K2026-10-20
Davenport & Co LLC
DECREASED4,6644,764-100-2%$626.9K$606.7K-$20.2K2026-10-14
Sigma Planning Corp
INCREASED4,6354,107+528+13%$540.5K$604.0K+$63.4K2026-10-23
Mystic Asset Management, Inc.
DECREASED4,5434,663-120-3%$613.7K$591.0K-$22.7K2026-10-15
Winch Advisory Services, LLC
INCREASED4,5294,514+15+0%$594.0K$589.1K-$4.9K2026-11-06
Apollon Wealth Management, LLC
DECREASED4,5274,942-415-8%$650.4K$588.9K-$61.5K2026-10-23
Keybank National Association
UNCHANGED4,5154,51500%$594.2K$587.4K-$6.8K2026-11-04
Petredis Investment Advisors LLC
UNCHANGED4,5134,51300%$593.9K$587.1K-$6.8K2026-10-20
Koshinski Asset Management, Inc.
DECREASED4,4044,551-147-3%$598.9K$572.9K-$26.0K2026-10-29
Kathmere Capital Management, LLC
UNCHANGED4,3504,35000%$572.5K$565.9K-$6.6K2026-10-20
Plancorp, LLC
NEW4,326—+4,326——$594.0K—2026-11-03
Ifrah Financial Services, Inc.
INCREASED4,3193,475+844+24%$457.4K$561.9K+$104.5K2026-10-13
Compass Financial Group, Inc
INCREASED4,3154,307+8+0%$566.8K$561.3K-$5.5K2026-10-13
Ibex Wealth Advisors
UNCHANGED4,3004,30000%$565.9K$559.4K-$6.5K2026-11-06
Williams & Novak Wealth Management, LLC
UNCHANGED4,2704,27000%$561.9K$555.5K-$6.4K2026-10-09
Dagco, Inc.
INCREASED4,2544,253+1+0%$559.7K$553.4K-$6.3K2026-10-20
Flagship Harbor Advisors, LLC
DECREASED4,2184,356-138-3%$573.3K$548.7K-$24.6K2026-10-26
Hilton Head Capital Partners, LLC
DECREASED4,2014,316-115-3%$568.0K$546.5K-$21.5K2026-10-23
Crestwood Advisors Group, LLC
UNCHANGED4,1904,19000%$551.4K$545.1K-$6.3K2026-10-27
Uhlmann Price Securities, LLC
NEW4,138—+4,138——$538.3K—2026-11-03
PFG Advisors
INCREASED4,1263,989+137+3%$524.9K$536.7K+$11.8K2026-10-16
Florida Trust Wealth Management Co
NEW4,119—+4,119——$535.8K—2026-11-05
Americana Partners, LLC
UNCHANGED4,1124,11200%$541.2K$535.0K-$6.2K2026-10-28
Venture Visionary Partners LLC
DECREASED4,0254,184-159-4%$550.7K$523.7K-$27.0K2026-10-07
Focused Wealth Management, Inc
DECREASED4,0214,023-20%$529.4K$523.0K-$6.3K2026-10-30
Calder Financial LLC
DECREASED4,0154,099-84-2%$539.4K$522.3K-$17.2K2026-10-13
StoneX Group Inc.
DECREASED3,9934,386-393-9%$567.6K$536.6K-$31.0K2026-11-03
Beacon Capital Management, LLC
DECREASED3,9183,945-27-1%$519.1K$509.7K-$9.5K2026-10-23
Bison Wealth, LLC
INCREASED3,8513,798+53+1%$522.1K$515.4K-$6.8K2026-10-13
Apollon Financial, LLC
UNCHANGED3,8253,82500%$503.4K$497.6K-$5.8K2026-10-23
Family Capital Management, Inc.
DECREASED3,8014,050-249-6%$533.0K$494.4K-$38.6K2026-11-03
Williams Jones Wealth Management, Llc.
DECREASED3,7993,838-39-1%$505.1K$494.2K-$10.9K2026-11-05
Salomon & Ludwin, LLC
DECREASED3,7623,919-157-4%$526.5K$489.5K-$37.0K2026-10-29
Park Avenue Securities LLC
INCREASED3,7583,721+37+1%$490.0K$489-$489.5K2026-10-26
tru Independence LLC
INCREASED3,7003,689+11+0%$485.5K$481.3K-$4.2K2026-10-20
Parsons Capital Management Inc
NEW3,670—+3,670——$477.4K—2026-10-28
First Heartland Consultants, Inc.
UNCHANGED3,6673,66700%$482.6K$477.0K-$5.5K2026-10-08
Welch Group, LLC
INCREASED3,6311,903+1,728+91%$250.5K$472.3K+$221.8K2026-10-29
Kennedy Investment Group, Inc.
DECREASED3,6154,027-412-10%$530.0K$470.2K-$59.7K2026-10-21
B. Riley Wealth Advisors, Inc.
INCREASED3,5742,957+617+21%$389.6K$464.9K+$75.3K2026-10-13
Sanchez Gaunt Capital Management, LLC
DECREASED3,5693,676-107-3%$483.8K$464.3K-$19.5K2026-11-03
Galvin, Gaustad & Stein, LLC
DECREASED3,3933,543-150-4%$466.3K$441.4K-$24.9K2026-10-08
JBR Co Financial Management Inc
UNCHANGED3,3823,38200%$445.1K$454.4K+$9.3K2026-10-13
Laurel OAK Wealth Management, LLC
INCREASED3,3583,173+185+6%$417.5K$436.8K+$19.3K2026-10-19
Wedmont Private Capital
INCREASED3,3553,354+1+0%$457.7K$443.3K-$14.4K2026-10-09
Waters Parkerson & Co., LLC
UNCHANGED3,3503,35000%$440.9K$435.8K-$5.1K2026-11-04
HBK Sorce Advisory LLC
INCREASED3,3293,271+58+2%$464.5K$464.2K-$3852026-11-06
Mainstream Capital Management LLC
DECREASED3,3004,045-745-18%$532.3K$429.3K-$103.0K2026-10-23
Wedbush Securities Inc
INCREASED3,2832,383+900+38%$314.0K$427-$313.6K2026-10-22
First Growth Capital LLC
UNCHANGED3,2663,26600%$429.8K$424.9K-$4.9K2026-10-15
Maltin Wealth Management, Inc.
INCREASED3,2563,253+3+0%$428.1K$423.6K-$4.6K2026-10-13
Cyndeo Wealth Partners, LLC
DECREASED3,1803,190-100%$419.8K$413.7K-$6.1K2026-10-16
Stillwater Wealth Management Group
UNCHANGED3,1753,17500%$417.8K$413.0K-$4.8K2026-10-21
Swmg, LLC
DECREASED3,1733,315-142-4%$456.2K$436.8K-$19.4K2026-10-23
Certified Advisory Corp
INCREASED3,1393,137+2+0%$412.9K$408.3K-$4.6K2026-10-29
Creekside Partners
UNCHANGED3,1383,13800%$413.0K$408.2K-$4.7K2026-11-04
Acropolis Investment Management, LLC
UNCHANGED3,1023,10200%$408.2K$403.5K-$4.7K2026-10-08
HUB Investment Partners, LLC
INCREASED3,0372,451+586+24%$322.5K$395.1K+$72.6K2026-11-03
Compass Capital Management, Inc
NEW3,000—+3,000——$390.3K—2026-11-06
SmartHarvest Portfolios, LLC
DECREASED2,9914,173-1,182-28%$549.2K$389.1K-$160.1K2026-10-26
Investment Partners, Ltd.
NEW2,980—+2,980——$387.7K—2026-10-29
Bluesphere Advisors LLC
INCREASED2,9332,929+4+0%$385.5K$381.5K-$4.0K2026-10-19
Polaris Investment Advisors, LLC
DECREASED2,9263,000-74-2%$394.8K$380.6K-$14.2K2026-10-20
Capital Square, LLC
DECREASED2,8922,983-91-3%$407.1K$376.3K-$30.8K2026-10-19
Integral Investment Advisors, Inc.
UNCHANGED2,8352,83500%$373.1K$368.8K-$4.3K2026-11-03
Mustard Seed Financial, LLC
UNCHANGED2,8002,80000%$368.5K$364.3K-$4.2K2026-10-30
Searle & Co.
UNCHANGED2,7622,76200%$363.5K$359.3K-$4.2K2026-11-04
Solidarity Wealth, LLC
UNCHANGED2,7612,76100%$363.3K$359.2K-$4.2K2026-10-15
Amplius Wealth Advisors, LLC
UNCHANGED2,7432,74300%$361.0K$356.8K-$4.1K2026-10-20
Soltis Investment Advisors LLC
INCREASED2,7392,709+30+1%$356.6K$356.3K-$2392026-10-28
Retirement Planning Co of New England, Inc.
DECREASED2,7032,727-24-1%$358.9K$351.6K-$7.3K2026-10-15
Breakwater Capital Group
UNCHANGED2,7012,70100%$355.5K$351.4K-$4.1K2026-10-09
Tannin Capital LLC
INCREASED2,6922,661+31+1%$350.2K$350.2K+$142026-11-05
Peterson Wealth Advisors, LLC
INCREASED2,6332,625+8+0%$345.5K$342.5K-$3.0K2026-10-08
Stonebridge Financial Planning Group, LLC
DECREASED2,6303,570-940-26%$469.9K$342.2K-$127.7K2026-11-06
McKinley Carter Wealth Services, Inc.
DECREASED2,6242,630-60%$346.1K$341.4K-$4.7K2026-10-16
Level Four Advisory Services, LLC
INCREASED2,5772,339+238+10%$307.8K$335.2K+$27.4K2026-11-06
Sather Financial Group Inc
UNCHANGED2,5672,56700%$337.8K$333.9K-$3.9K2026-10-30
Hardin Capital Partners, LLC
NEW2,535—+2,535——$329.8K—2026-10-09
Meridian Wealth Management, LLC
DECREASED2,5302,681-151-6%$352.8K$329.1K-$23.8K2026-11-05
Chicago Partners Investment Group LLC
INCREASED2,5302,501+29+1%$341.7K$343.8K+$2.1K2026-10-27
Modera Wealth Management, LLC
NEW2,515—+2,515——$327.2K—2026-10-28
Moneco Advisors, LLC
UNCHANGED2,4732,47300%$325.4K$321.7K-$3.7K2026-11-05
Compass Ion Advisors, LLC
DECREASED2,4363,012-576-19%$396.4K$316.9K-$79.5K2026-10-23
Eagle Wealth Advisors LLC
UNCHANGED2,4302,43000%$319.8K$316.1K-$3.7K2026-10-20
Ryan Investment Management, Inc.
NEW2,420—+2,420——$314.8K—2026-10-20
Planning Strategies Inc.
DECREASED2,3982,473-75-3%$325.4K$312.0K-$13.5K2026-10-02
BIP Wealth, LLC
INCREASED2,3962,393+3+0%$314.9K$311.7K-$3.1K2026-10-22
PDS Planning, Inc
DECREASED2,3862,396-100%$315.3K$310.3K-$4.9K2026-11-03
MGO One Seven LLC
DECREASED2,3662,561-195-8%$337.1K$307.8K-$29.2K2026-10-28
James J. Burns & Company, LLC
UNCHANGED2,3202,32000%$305.3K$301.8K-$3.5K2026-10-22
Procyon Advisors, LLC
INCREASED2,3182,315+3+0%$304.7K$301.6K-$3.1K2026-10-21
Vise Technologies, Inc.
NEW2,304—+2,304——$299.8K—2026-10-29
Chris Bulman Inc
UNCHANGED2,2962,29600%$302.2K$298.7K-$3.5K2026-10-20
SP Asset Management LLC
INCREASED2,2942,286+8+0%$300.9K$298.4K-$2.5K2026-11-05
Collaborative Wealth Managment Inc.
DECREASED2,2712,437-166-7%$320.7K$295.4K-$25.3K2026-11-06
Spectrum Financial Alliance Ltd LLC
UNCHANGED2,2602,26000%$297.4K$294.0K-$3.4K2026-10-29
Value Investment Professionals, LLC
DECREASED2,2082,351-143-6%$309.3K$287.2K-$22.1K2026-10-13
Wealthcare Advisory Partners LLC
NEW2,200—+2,200——$286.2K—2026-10-21
Money Concepts Capital Corp
DECREASED2,1872,656-469-18%$349.5K$284.5K-$65.0K2026-11-06
Patten & Patten Inc
INCREASED2,1862,006+180+9%$263.9K$284.3K+$20.4K2026-10-26
IVC Wealth Advisors LLC
UNCHANGED2,1502,15000%$282.9K$279.7K-$3.2K2026-10-23
Fiduciary Alliance LLC
DECREASED2,0952,305-210-9%$303.3K$272.5K-$30.8K2026-10-13
Carnegie Investment Counsel
INCREASED2,0791,904+175+9%$250.5K$270.4K+$19.9K2026-10-20
Joseph P. Lucia & Associates, LLC
UNCHANGED2,0712,07100%$272.5K$269.4K-$3.1K2026-10-30
OFS Enterprise LLC
UNCHANGED2,0682,06800%$272.1K$269.0K-$3.1K2026-10-16
Legacy Advisors, LLC
UNCHANGED2,0642,06400%$271.6K$268.5K-$3.1K2026-10-19
Private Advisory Group LLC
UNCHANGED2,0462,04600%$269.3K$266.2K-$3.1K2026-11-06
Boltwood Capital Management
INCREASED2,0351,997+38+2%$262.8K$264.7K+$1.9K2026-10-02
Capital Management Corp
UNCHANGED2,0122,01200%$264.8K$261.7K-$3.0K2026-10-29
Moors & Cabot, Inc.
INCREASED2,0082,007+1+0%$264.1K$261.2K-$2.9K2026-11-06
Benchmark Financial Wealth Advisors, LLC
NEW1,991—+1,991——$259.1K—2026-10-20
Platform Technology Partners
UNCHANGED1,9451,94500%$256.0K$253.0K-$2.9K2026-11-02
Indivisible Partners
NEW1,943—+1,943——$252.8K—2026-10-26
NWF Advisory Services Inc.
UNCHANGED1,9401,94000%$255.3K$252.4K-$2.9K2026-10-19
BOS Asset Management, LLC
UNCHANGED1,9361,93600%$254.8K$251.8K-$2.9K2026-10-09
Mascagni Wealth Management, Inc.
UNCHANGED1,9341,93400%$254.5K$251.6K-$2.9K2026-10-23
Childress Capital Advisors, LLC
UNCHANGED1,9051,90500%$250.7K$247.8K-$2.9K2026-10-28
Advantage Trust Co
INCREASED1,8891,689+200+12%$222.3K$245.7K+$23.5K2026-10-19
Foresight Capital Management Advisors, Inc.
UNCHANGED1,8821,88200%$247.7K$244.8K-$2.8K2026-10-27
Redwood Financial Network Corp
DECREASED1,8671,874-70%$246.6K$242.8K-$3.8K2026-11-03
Allied Investment Advisors, LLC
UNCHANGED1,8631,86300%$245.2K$242.4K-$2.8K2026-10-13
Inspirion Wealth Advisors, LLC
UNCHANGED1,8501,85000%$248.5K$240.7K-$7.9K2026-10-09
Stanley-Laman Group, Ltd.
UNCHANGED1,8341,83400%$241.4K$238.6K-$2.8K2026-10-20
City Holding Co
INCREASED1,8291,629+200+12%$214.4K$237.9K+$23.6K2026-10-19
Accel Wealth Management
NEW1,819—+1,819——$236.6K—2026-10-13
Websterrogers Financial Advisors, LLC
UNCHANGED1,8181,81800%$239.3K$236.5K-$2.7K2026-11-02
Chapin Davis, Inc.
INCREASED1,7961,795+1+0%$236.2K$233.6K-$2.6K2026-10-09
Stephen J. Garry & Associates, LLC
DECREASED1,7901,860-70-4%$244.8K$232.9K-$11.9K2026-11-05
Shepherd Financial Partners LLC
UNCHANGED1,7871,78700%$235.2K$232.5K-$2.7K2026-11-03
Fiscal Wisdom Wealth Management, LLC
UNCHANGED1,7821,78200%$234.5K$231.8K-$2.7K2026-10-16
John A. Wolfe & Associates, Inc.
INCREASED1,7751,769+6+0%$232.8K$230.9K-$1.9K2026-11-06
Maseco LLP
UNCHANGED1,7361,73600%$228.4K$225.8K-$2.6K2026-10-27
JFS Wealth Advisors, LLC
UNCHANGED1,7341,73400%$228.2K$225.6K-$2.6K2026-11-03
Independent Wealth Network Inc.
INCREASED1,7091,682+27+2%$221.4K$222.3K+$9582026-10-19
Dynamic Advisor Solutions LLC
INCREASED1,7081,568+140+9%$206.3K$222.2K+$15.8K2026-10-13
Interchange Capital Partners, LLC
DECREASED1,7081,752-44-3%$230.6K$222.2K-$8.4K2026-10-28
Channel Wealth LLC
NEW1,676—+1,676——$218.0K—2026-11-06
Fisher Asset Management, LLC
DECREASED1,6751,934-259-13%$254.6K$218.0K-$36.6K2026-11-06
Sheets Smith Wealth Management
INCREASED1,6741,672+2+0%$220.0K$217.7K-$2.3K2026-10-16
Avior Wealth Management, LLC
DECREASED1,6702,427-757-31%$319.4K$217.3K-$102.1K2026-10-13
AlphaStar Capital Management, LLC
DECREASED1,6585,619-3,961-70%$739.5K$215.7K-$523.8K2026-10-16
Wealth Architects, LLC
UNCHANGED1,6251,62500%$213.9K$211.4K-$2.5K2026-11-03
Ritholtz Wealth Management
DECREASED1,6201,658-38-2%$218.2K$210.8K-$7.4K2026-11-05
Howard Capital Management, LLC
UNCHANGED1,6081,60800%$211.6K$209.2K-$2.4K2026-10-16
Cooper Financial Group
NEW1,597—+1,597——$207.8K—2026-10-07
Crusonia Wealth Advisors LLC
UNCHANGED1,5901,59000%$209.3K$206.9K-$2.4K2026-10-26
Schear Investment Advisers, LLC
NEW1,588—+1,588——$206.5K—2026-10-14
Tempo Wealth, LLC
INCREASED1,5881,582+6+0%$208.2K$206.5K-$1.7K2026-10-14
Global Financial Private Client, LLC
UNCHANGED1,5851,58500%$208.6K$206.2K-$2.4K2026-10-15
Hoxton Planning & Management, LLC
DECREASED1,5751,782-207-12%$234.5K$204.9K-$29.6K2026-10-15
Fulton Bank, N.A.
UNCHANGED1,5441,54400%$203.2K$200.9K-$2.3K2026-10-14
Parr Mcknight Wealth Management Group, LLC
DECREASED1,5391,815-276-15%$238.9K$200.2K-$38.7K2026-10-30
Aventus Investment Advisors, Inc.
UNCHANGED1,4801,48000%$194.8K$192.5K-$2.2K2026-10-09
Allspring Global Investments Holdings, LLC
INCREASED1,468925+543+59%$125.2K$191.4K+$66.2K2026-11-04
Private Trust Co NA
DECREASED1,4291,431-20%$188.3K$185.9K-$2.4K2026-10-20
Blue Bell Private Wealth Management, LLC
INCREASED1,4241,324+100+8%$174.2K$185.2K+$11.0K2026-10-29
Mather Group, Llc.
INCREASED1,3501,150+200+17%$151.4K$175.6K+$24.3K2026-10-14
IFP Advisors, Inc
DECREASED1,3071,366-59-4%$179.8K$170.0K-$9.7K2026-10-16
Progressive Investment Management Corp
UNCHANGED1,3001,30000%$171.1K$169.1K-$2.0K2026-10-26
CoreCap Advisors, LLC
INCREASED1,2891,245+44+4%$163.8K$167.7K+$3.8K2026-10-08
Capital Investment Advisory Services, LLC
INCREASED1,278250+1,028+411%$32.9K$166.3K+$133.4K2026-10-30
Root Financial Partners, LLC
NEW1,251—+1,251——$162.7K—2026-10-21
Global Trust Asset Management, LLC
DECREASED1,2261,651-425-26%$217.3K$159.5K-$57.8K2026-10-19
Viewpoint Capital Management LLC
UNCHANGED1,2171,21700%$160.2K$158.3K-$1.8K2026-10-27
Financial Consulate, Inc
UNCHANGED1,1841,18400%$155.8K$154.0K-$1.8K2026-10-23
Blue Trust, Inc.
DECREASED1,1671,172-50%$154.3K$151.8K-$2.5K2026-10-15
Chilton Capital Management LLC
INCREASED1,1621,158+4+0%$152.4K$151.2K-$1.2K2026-10-28
Hurley Capital, LLC
INCREASED1,0751,072+3+0%$141.1K$139.9K-$1.2K2026-11-05
Armstrong Advisory Group, Inc
UNCHANGED1,0621,06200%$139.8K$138.2K-$1.6K2026-10-09
Larson Financial Group LLC
DECREASED1,0181,153-135-12%$151.7K$132.4K-$19.3K2026-11-05
Triumph Capital Management
DECREASED1,0101,363-353-26%$179.4K$131.4K-$48.0K2026-10-14
Independence Bank of Kentucky
UNCHANGED1,0001,00000%$131.6K$130.1K-$1.5K2026-10-26
Angeles Wealth Management, LLC
NEW980—+980——$127.5K—2026-10-26
Jacobi Capital Management LLC
NEW948—+948——$123.3K—2026-11-05
Cherry Tree Wealth Management, LLC
UNCHANGED94894800%$124.8K$123.3K-$1.4K2026-10-15
Tounjian Advisory Partners, LLC
INCREASED945941+4+0%$123.9K$122.9K-$1.0K2026-11-04
Highline Wealth Partners LLC
UNCHANGED88188100%$115.9K$114.6K-$1.3K2026-10-19
Laurel Wealth Advisors LLC
NEW843—+843——$109.7K—2026-10-27
Hanson & Doremus Investment Management
UNCHANGED80880800%$106.0K$105-$105.9K2026-10-16
Lanark Financial, Inc.
INCREASED801800+1+0%$105.4K$104.2K-$1.2K2026-10-26
Peterson Wealth Services
INCREASED788786+2+0%$103.4K$102.5K-$8672026-10-26
Bangor Savings Bank
UNCHANGED78278200%$102.9K$101.7K-$1.2K2026-10-06
CX Institutional
INCREASED781753+28+4%$99$102+$32026-10-02
Pacific Center for Financial Services
UNCHANGED75875800%$99.8K$98.6K-$1.1K2026-10-15
Provenance Wealth Advisors, LLC
INCREASED752187+565+302%$24.6K$97.8K+$73.2K2026-10-30
Spire Wealth Management
UNCHANGED72572500%$95.4K$94.3K-$1.1K2026-10-30
Key FInancial Inc
UNCHANGED71571500%$94.1K$93.0K-$1.1K2026-11-02
Harbor Investment Advisory, LLC
UNCHANGED68268200%$89.8K$88.7K-$1.0K2026-10-13
EverSource Wealth Advisors, LLC
INCREASED675403+272+67%$53.0K$87.8K+$34.8K2026-11-04
Main Street Group, LTD
UNCHANGED66366300%$87.3K$86.3K-$1.0K2026-10-28
Transce3nd, LLC
NEW661—+661——$89.9K—2026-10-26
Harbor Asset Planning, Inc.
INCREASED637635+2+0%$83.6K$82.9K-$7462026-10-23
Ashton Thomas Private Wealth, LLC
INCREASED622309+313+101%$40.7K$80.9K+$40.3K2026-11-03
Russell Investments Group, Ltd.
DECREASED610713-103-14%$93.7K$79.3K-$14.5K2026-11-06
Farmers & Merchants Investments Inc
UNCHANGED60760700%$79.9K$79.0K-$9162026-10-22
Davis Capital Management
UNCHANGED59159100%$77.8K$76.9K-$8932026-10-08
Creative Financial Designs Inc
INCREASED590589+1+0%$77.5K$76.8K-$7282026-11-04
Wilmington Savings Fund Society, FSB
UNCHANGED57757700%$75.9K$75.1K-$8712026-10-23
Ashton Thomas Securities, LLC
UNCHANGED57657600%$75.8K$74.9K-$8702026-10-26
Gamma Investing LLC
UNCHANGED57057000%$75.0K$74.2K-$8612026-10-08
Murphy & Mullick Capital Management Corp
UNCHANGED53053000%$69.7K$68.9K-$7992026-11-02
Pinnacle Wealth Planning Services, Inc.
UNCHANGED50450400%$66.3K$65.6K-$7612026-10-27
Polaris Financial Partners
NEW503—+503——$66—2026-10-02
Balance Wealth Partners LLC
NEW490—+490——$63.8K—2026-10-27
Cassaday & Co Wealth Management LLC
UNCHANGED49049000%$64.5K$63.7K-$7392026-10-27
Bullock Wealth Management Group
INCREASED486485+1+0%$65.2K$63.3K-$1.8K2026-10-09
Align Financial, LLC
UNCHANGED45845800%$60.3K$59.6K-$6922026-10-16
Hazlett, Burt & Watson, Inc.
UNCHANGED44644600%$59$58-$12026-11-04
Advocate Investing Services LLC
UNCHANGED43943900%$57.8K$57.1K-$6622026-10-26
Cape Investment Advisory, Inc.
INCREASED431363+68+19%$47.8K$56.1K+$8.3K2026-10-13
Aspect Partners, LLC
UNCHANGED40640600%$53.4K$52.8K-$6132026-10-20
Duncker Streett & Co Inc
UNCHANGED39039000%$51.3K$50.7K-$5892026-10-27
Clark Wealth Partners
UNCHANGED35835800%$47.1K$46.6K-$5402026-10-19
Signature Resources Capital Management, LLC
UNCHANGED35335300%$46.5K$45.9K-$5332026-10-16
Barnes Dennig Private Wealth Management LLC
UNCHANGED35035000%$46.1K$45.5K-$5282026-10-30
Bfsg, LLC
UNCHANGED34834800%$45.7K$45.2K-$5252026-10-30
Deutsche Bank Ag\
UNCHANGED34534500%$45.4K$44.9K-$5212026-11-06
Rosenberg Matthew Hamilton
UNCHANGED34534500%$45.4K$44.9K-$5212026-10-05
Grove Bank & Trust
UNCHANGED33233200%$43.7K$43.2K-$5012026-10-08
Abound Wealth Management
INCREASED289236+53+22%$31.1K$37.6K+$6.5K2026-10-26
Foster Dykema Cabot & Partners, LLC
UNCHANGED28828800%$37.9K$37.5K-$4352026-10-30
Central Trust Co
UNCHANGED28728700%$37.8K$37.3K-$4332026-11-05
Horizon Financial Services, LLC
UNCHANGED28728700%$37.8K$37.3K-$4332026-11-04
Adkins Seale Capital Management LLC
UNCHANGED27027000%$35.5K$35.1K-$4082026-10-27
DeDora Capital, Inc.
NEW261—+261——$34.0K—2026-10-26
Vermillion Wealth Management, Inc.
DECREASED2541,432-1,178-82%$188.4K$33.0K-$155.4K2026-10-26
Mcdonald Partners LLC
UNCHANGED23523500%$30.9K$30.6K-$3552026-11-03
Pittenger & Anderson Inc
UNCHANGED23323300%$30.7K$30.3K-$3522026-11-02
Proathlete Wealth Management LLC
INCREASED2308+222+2775%$1.1K$29.9K+$28.9K2026-10-15
First Horizon Corp
DECREASED216409-193-47%$53.8K$28.1K-$25.7K2026-10-26
Sima Wealth Partners, LLC
UNCHANGED21221200%$27.9K$27.6K-$3202026-10-19
Simplex Trading, LLC
NEW203—+203——$26.4K—2026-11-04
CKW Financial Group
UNCHANGED20020000%$27$26-$12026-10-29
Pflug Koory, LLC
UNCHANGED20020000%$26.3K$26.0K-$3022026-10-26
Nova Financial LLC
NEW198—+198——$25.8K—2026-11-04
DecisionPoint Financial, LLC
UNCHANGED16916900%$22.7K$22.0K-$6712026-10-27
Capital Advisors, Ltd. LLC
UNCHANGED15415400%$20$20$02026-10-27
Atlantic Edge Private Wealth Management, LLC
UNCHANGED15015000%$19.7K$19.5K-$2262026-10-20
American National Bank & Trust
UNCHANGED14614600%$19.2K$19.0K-$2202026-10-07
Latitude Advisors, LLC
NEW141—+141——$18.3K—2026-10-27
Nemes Rush Group LLC
UNCHANGED13813800%$18.2K$18.0K-$2092026-11-04
Center for Financial Planning, Inc.
UNCHANGED13613600%$17.9K$17.7K-$2062026-10-26
Lodestone Wealth Management LLC
DECREASED135140-5-4%$18.4K$17.6K-$8142026-10-14
Rachor Investment Advisory Services, LLC
NEW130—+130——$16.9K—2026-10-29
Beacon Investment Advisory Services, Inc.
INCREASED124123+1+1%$16.2K$16.1K-$1322026-10-13
First Pacific Financial
INCREASED123122+1+1%$16.1K$15.9K-$1312026-10-14
First Community Trust NA
UNCHANGED12012000%$15.8K$15.6K-$1812026-10-07
Trust Co of Toledo NA
UNCHANGED12012000%$15.8K$15.6K-$1812026-10-16
Plante Moran Financial Advisors, LLC
NEW119—+119——$15.5K—2026-11-04
Signaturefd, LLC
DECREASED116124-8-6%$16.4K$15.0K-$1.3K2026-10-23
Nfsg Corp
UNCHANGED11511500%$15.2K$15.0K-$1742026-10-15
Princeton Global Asset Management LLC
UNCHANGED11211200%$14.7K$14.6K-$1202026-10-21
North Star Investment Management Corp.
INCREASED107106+1+1%$14.0K$13.9K-$1142026-10-27
Ameliora Wealth Management Ltd.
UNCHANGED10710700%$14.1K$13.9K-$1612026-10-23
Toth Financial Advisory Corp
UNCHANGED10510500%$13.8K$13.7K-$1582026-10-08
EPG Wealth Management LLC
UNCHANGED10310300%$13.6K$13.4K-$1562026-11-03
First Bancorp, Inc
UNCHANGED10010000%$13.2K$13.0K-$1512026-10-26
Compass Financial Management LLC
INCREASED976+91+1517%$729$12.6K+$11.8K2026-10-30
Strengthening Families & Communities, LLC
INCREASED9392+1+1%$12.2K$12.1K-$992026-10-21
Caldwell Trust Co
UNCHANGED909000%$11.8K$11.7K-$1362026-10-30
POM Investment Strategies, LLC
NEW83—+83——$10.8K—2026-10-20
Marshall & Sterling Wealth Advisors Inc.
UNCHANGED808000%$10.5K$10.4K-$1112026-10-28
Next Level Wealth Planning, LLC
NEW79—+79——$10.3K—2026-10-29
Markowski Investments
NEW70—+70——$9.1K—2026-10-30
Coston, McIsaac & Partners
INCREASED6137+24+65%$4$8.0K+$8.0K2026-11-06
SJS Investment Consulting Inc.
UNCHANGED606000%$7.9K$7.8K-$902026-10-26
Glass Jacobson Investment Advisors llc
UNCHANGED555500%$7.2K$7.1K-$802026-10-26
Friedenthal Financial
NEW52—+52——$6.8K—2026-10-27
Chapman Financial Group, LLC
UNCHANGED515100%$6.7K$6.6K-$772026-10-26
Register Financial Advisors LLC
UNCHANGED414100%$5.4K$5.3K-$622026-10-23
TFC Financial Management, Inc.
NEW40—+40——$5.2K—2026-10-26
Olistico Wealth, LLC
UNCHANGED393900%$5.1K$5.1K-$582026-10-05
Physician Wealth Advisors, Inc.
UNCHANGED383800%$5.0K$4.9K-$572026-10-20
Parkside Financial Bank & Trust
UNCHANGED353500%$4.6K$4.6K-$522026-10-27
Financial Network Wealth Advisors LLC
UNCHANGED343400%$4.5K$4.4K-$512026-10-28
Cullen T Bankers, Inc.
UNCHANGED313100%$4.1K$4.0K-$472026-10-28
Entrust Financial LLC
DECREASED3065-35-54%$8.6K$3.9K-$4.7K2026-11-04
Valley National Advisers Inc
UNCHANGED303000%$3.9K$3.9K-$452026-10-23
Rakuten Securities, Inc.
UNCHANGED282800%$3.7K$3.6K-$422026-11-02
Key Capital Management, Inc
UNCHANGED222200%$2.9K$2.9K-$332026-11-03
Central Pacific Bank - Trust Division
UNCHANGED131300%$1.7K$1.7K-$202026-10-06
Rossby Financial, LCC
UNCHANGED111100%$1.4K$1.4K-$172026-11-05
First Command Advisory Services, Inc.
NEW6—+6——$781—2026-11-05
Dhjj Financial Advisors, Ltd.
UNCHANGED2200%$264$261-$32026-10-23
Covestor Ltd
UNCHANGED1100%$0$0$02026-10-30
Kingdom Financial Group Llc.
UNCHANGED1100%$129$127-$22026-11-04
Tompkins Financial Corp
UNCHANGED1100%$132$130-$22026-10-05
Capital Investment Advisors, LLC
CLOSED03,604-3,604-100%$474.3K$0-$474.3K2026-10-22
RFG - Bristol Wealth Advisors, LLC
CLOSED02,276-2,276-100%$299.5K$0-$299.5K2026-10-09
Courier Capital LLC
CLOSED02,054-2,054-100%$270.3K$0-$270.3K2026-10-19
Graves Light Lenhart Wealth, Inc.
CLOSED01,910-1,910-100%$251.3K$0-$251.3K2026-10-09
Argonautica Private Wealth Management, Inc
CLOSED01,835-1,835-100%$241.5K$0-$241.5K2026-11-02
Aspiriant, LLC
CLOSED01,833-1,833-100%$241.2K$0-$241.2K2026-10-16
West Bancorporation Inc
CLOSED01,530-1,530-100%$201.3K$0-$201.3K2026-10-29
International Assets Investment Management, LLC
CLOSED01,096-1,096-100%$147.0K$0-$147.0K2026-11-02
Tsfg, LLC
CLOSED0577-577-100%$76.0K$0-$76.0K2026-10-23
Obsidian CIO, LLC
CLOSED0527-527-100%$69.4K$0-$69.4K2026-11-05
UMB Bank, n.a.
CLOSED0417-417-100%$54.9K$0-$54.9K2026-11-06
Robinswood Financial LLC
CLOSED0350-350-100%$46.1K$0-$46.1K2026-10-20
MCF Advisors LLC
CLOSED0341-341-100%$44.9K$0-$44.9K2026-10-28
AdvisorNet Financial, Inc
CLOSED0305-305-100%$40.2K$0-$40.2K2026-10-15
Brooklyn FI, LLC
CLOSED0186-186-100%$25.5K$0-$25.5K2026-11-05
MB, Levis & Associates, LLC
CLOSED0137-137-100%$18.0K$0-$18.0K2026-10-16
Mondrian Investment Partners LTD
CLOSED0111-111-100%$14.6K$0-$14.6K2026-10-23
Salem Investment Counselors Inc
CLOSED0100-100-100%$13.2K$0-$13.2K2026-10-13
Boyd Watterson Asset Management LLC
CLOSED087-87-100%$11.4K$0-$11.4K2026-11-06
LifeSteps Financial, Inc.
CLOSED030-30-100%$3.9K$0-$3.9K2026-10-15
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED017-17-100%$2.2K$0-$2.2K2026-10-14
Tucker Asset Management LLC
CLOSED014-14-100%$1.8K$0-$1.8K2026-10-29
Bank of America Corp
N/A—21,196,317-21,196,317-100%$2.8B———
Morgan Stanley
N/A—3,729,437-3,729,437-100%$490.8M———
UBS Group AG
N/A—1,938,513-1,938,513-100%$255.1M———
Wells Fargo & Company
N/A—1,811,916-1,811,916-100%$238.4M———
Pgim Custom Harvest LLC
N/A—1,686,235-1,686,235-100%$221.9M———
Raymond James Financial Inc
N/A—1,221,644-1,221,644-100%$160.8M———
FMR LLC
N/A—930,485-930,485-100%$122.5M———
Ameriprise Financial Inc
N/A—742,857-742,857-100%$97.8M———
Royal Bank of Canada
N/A—639,191-639,191-100%$84.1M———
Two Sigma Investments, LP
N/A—605,000-605,000-100%$79.6M———
Envestnet Asset Management Inc
N/A—485,154-485,154-100%$63.8M———
Stifel Financial Corp
N/A—451,392-451,392-100%$59.4M———
JPMorgan Chase & Co
N/A—435,273-435,273-100%$57.3M———
Cetera Investment Advisers
N/A—430,033-430,033-100%$56.6M———
Osaic Holdings, Inc.
N/A—303,034-303,034-100%$39.9M———
Allianz SE
N/A—267,713-267,713-100%$35.2M———
Northwestern Mutual Wealth Management Co
N/A—243,922-243,922-100%$32.1M———
Rockefeller Capital Management L.P.
N/A—242,805-242,805-100%$32.0M———
M&T Bank Corp
N/A—236,897-236,897-100%$31.2M———
Pinnacle Financial Partners, Inc.
N/A—212,066-212,066-100%$27.9M———
Ameritas Advisory Services, LLC
N/A—197,536-197,536-100%$26.0M———
Sanctuary Advisors, LLC
N/A—172,422-172,422-100%$22.7M———
Janney Montgomery Scott LLC
N/A—158,789-158,789-100%$20.9M———
Main Management LLC
N/A—157,223-157,223-100%$20.7M———
Mercer Global Advisors Inc
N/A—142,504-142,504-100%$18.8M———
Goldman Sachs Group Inc
N/A—138,842-138,842-100%$18.3M———
Edmond de Rothschild Holding S.A.
N/A—138,679-138,679-100%$18.3M———
Mariner, LLC
N/A—136,363-136,363-100%$17.9M———
HighTower Advisors, LLC
N/A—129,075-129,075-100%$17.0M———
Focus Partners Wealth
N/A—115,665-115,665-100%$15.2M———
Cresset Asset Management, LLC
N/A—115,066-115,066-100%$15.1M———
Jones Financial Companies Lllp
N/A—103,222-103,222-100%$13.6M———
Quantinno Capital Management LP
N/A—100,363-100,363-100%$13.2M———
MML Investors Services, LLC
N/A—89,745-89,745-100%$11.8M———
Chai Trust Co LLC
N/A—78,503-78,503-100%$10.3M———
Cerity Partners LLC
N/A—72,024-72,024-100%$9.5M———
Hancock Whitney Corp
N/A—67,154-67,154-100%$8.8M———
Madison Asset Management, LLC
N/A—64,266-64,266-100%$8.5M———
Summit Financial, LLC
N/A—63,181-63,181-100%$8.3M———
Calton & Associates, Inc.
N/A—61,387-61,387-100%$8.1M———
Atlas Capital Advisors Inc.
N/A—58,483-58,483-100%$7.7M———
Bellwether Advisors, LLC
N/A—58,048-58,048-100%$7.6M———
BTG Pactual Asset Management US LLC
N/A—53,391-53,391-100%$7.0M———
Citadel Advisors LLC
N/A—51,543-51,543-100%$6.8M———
Johnson Investment Counsel Inc
N/A—49,276-49,276-100%$6.5M———
Integrated Wealth Concepts LLC
N/A—48,166-48,166-100%$6.3M———
Theory Financial LLC
N/A—46,809-46,809-100%$6.2M———
Bank of Montreal
N/A—46,549-46,549-100%$6.1M———
Equitable Holdings, Inc.
N/A—46,168-46,168-100%$6.1M———
Wall Street Financial Group, Inc.
N/A—44,949-44,949-100%$5.9M———
Cascade Financial Partners, LLC
N/A—42,323-42,323-100%$5.6M———
Bartlett & Co. Wealth Management LLC
N/A—42,292-42,292-100%$5.6M———
Natixis Advisors, LLC
N/A—41,026-41,026-100%$5.4M———
Pathstone Holdings, LLC
N/A—40,312-40,312-100%$5.3M———
Silver Coast Investments LLC
N/A—39,595-39,595-100%$5.2M———
Foundations Investment Advisors, LLC
N/A—39,230-39,230-100%$5.2M———
Captrust Financial Advisors
N/A—38,338-38,338-100%$5.0M———
MAI Capital Management
N/A—37,853-37,853-100%$5.0M———
Anchor Investment Management, LLC
N/A—36,585-36,585-100%$4.8M———
Waverly Advisors, LLC
N/A—34,450-34,450-100%$4.5M———
Private Advisor Group, LLC
N/A—30,529-30,529-100%$4.0M———
AQR Capital Management LLC
N/A—30,330-30,330-100%$4.0M———
Elm Partners Management LLC
N/A—29,352-29,352-100%$3.9M———
Northern Trust Corp
N/A—29,305-29,305-100%$3.9M———
Joule Financial, LLC
N/A—29,304-29,304-100%$3.9M———
Gladstone Institutional Advisory LLC
N/A—29,033-29,033-100%$3.8M———
Tandem Wealth Advisors LLC
N/A—28,535-28,535-100%$3.8M———
Advisors Capital Management, LLC
N/A—27,333-27,333-100%$3.6M———
Beacon Pointe Advisors, LLC
N/A—26,828-26,828-100%$3.5M———
NewEdge Advisors, LLC
N/A—25,725-25,725-100%$3.4M———
IHT Wealth Management, LLC
N/A—24,668-24,668-100%$3.2M———
Trinity Legacy Partners, LLC
N/A—24,363-24,363-100%$3.4M———
Arax Advisory Partners
N/A—23,046-23,046-100%$3.0M———
Horizon Family Wealth, Inc.
N/A—22,626-22,626-100%$3.0M———
O'shaughnessy Asset Management, LLC
N/A—22,421-22,421-100%$3.0M———
Richmond Brothers, Inc.
N/A—21,641-21,641-100%$2.8M———
Snowden Capital Advisors LLC
N/A—21,512-21,512-100%$2.8M———
O'rourke & Company, Inc
N/A—21,450-21,450-100%$2.8M———
United Capital Financial Advisors, LLC
N/A—20,927-20,927-100%$2.8M———
Federation des caisses Desjardins du Quebec
N/A—20,392-20,392-100%$2.7M———
Novare Capital Management LLC
N/A—19,742-19,742-100%$2.6M———
Advisory Services Network, LLC
N/A—18,885-18,885-100%$2.5M———
Madden Advisory Services, Inc.
N/A—18,233-18,233-100%$2.4M———
Moneta Group Investment Advisors LLC
N/A—18,214-18,214-100%$2.4M———
UBS Asset Management Americas LLC
N/A—17,706-17,706-100%$2.3M———
Essex Financial Services, Inc.
N/A—17,366-17,366-100%$2.3M———
Point72 Asset Management, L.P.
N/A—17,219-17,219-100%$2.3M———
Quantitative Investment Management, LLC
N/A—16,561-16,561-100%$2.2M———
Freestone Capital Holdings, LLC
N/A—16,372-16,372-100%$2.2M———
Harbour Investments, Inc.
N/A—15,819-15,819-100%$2.1M———
Transcend Capital Advisors, LLC
N/A—15,432-15,432-100%$2.0M———
Great Valley Advisor Group, Inc.
N/A—14,939-14,939-100%$2.0M———
Novak & Powell Financial Services, Inc.
N/A—14,325-14,325-100%$1.9M———
Investor's Fiduciary Advisor Network, LLC
N/A—14,257-14,257-100%$1.9M———
Steward Partners Investment Advisory, LLC
N/A—14,146-14,146-100%$1.9M———
Stonebridge Financial Group, LLC
N/A—14,111-14,111-100%$1.9M———
BlackRock, Inc.
N/A—13,766-13,766-100%$1.8M———
Susquehanna International Group, LLP
N/A—13,282-13,282-100%$1.7M———
Bank of Marin
N/A—13,249-13,249-100%$1.7M———
Principal Securities, Inc.
N/A—13,187-13,187-100%$1.7M———
Fiduciary Trust Co
N/A—12,945-12,945-100%$1.7M———
Huntington National Bank
N/A—12,742-12,742-100%$1.7M———
&partners
N/A—12,715-12,715-100%$1.7M———
Gotham Asset Management, LLC
N/A—12,609-12,609-100%$1.7M———
Baird Financial Group, Inc.
N/A—12,489-12,489-100%$1.6M———
Harbour Investment Management LLC
N/A—12,333-12,333-100%$1.6M———
17 Capital Partners, LLC
N/A—12,070-12,070-100%$1.6M———
Cladis Investment Advisory, LLC
N/A—11,755-11,755-100%$1.5M———
Ingalls & Snyder LLC
N/A—11,639-11,639-100%$1.5M———
Keebeck Wealth Management
N/A—11,465-11,465-100%$1.5M———
SCS Capital Management LLC
N/A—11,369-11,369-100%$1.5M———
Private Wealth Advisors, LLC
N/A—11,229-11,229-100%$1.5M———
BFC Planning, Inc.
N/A—11,104-11,104-100%$1.5M———
Glenmede Trust Co NA
N/A—11,062-11,062-100%$1.5M———
Bessemer Group Inc
N/A—11,059-11,059-100%$1.5M———
Wealthfront Advisers LLC
N/A—10,770-10,770-100%$1.4M———
One Charles Private Wealth Services, LLC
N/A—10,419-10,419-100%$1.4M———
Disciplined Investors, L.L.C.
N/A—10,399-10,399-100%$1.4M———
Stratos Wealth Advisors, LLC
N/A—9,811-9,811-100%$1.3M———
Wealth Management Associates, Inc.
N/A—9,711-9,711-100%$1.3M———
Wealth Alliance, LLC
N/A—9,537-9,537-100%$1.3M———
Cornerstone Select Advisors, LLC
N/A—9,526-9,526-100%$1.3M———
Tocqueville Asset Management L.P.
N/A—9,170-9,170-100%$1.2M———
Birchcreek Wealth Management, LLC
N/A—9,078-9,078-100%$1.2M———
Blair William & Co
N/A—8,947-8,947-100%$1.2M———
Flow Traders U.S. LLC
N/A—8,719-8,719-100%$1.1M———
Tranquilli Financial Advisor LLC
N/A—8,678-8,678-100%$1.1M———
GWN Securities Inc.
N/A—8,668-8,668-100%$1.1M———
Financial Engines Advisors L.L.C.
N/A—8,469-8,469-100%$1.1M———
Commerce Bank
N/A—8,451-8,451-100%$1.1M———
Jacobs Equity LLC
N/A—8,144-8,144-100%$1.1M———
Hershey Financial Advisers, LLC
N/A—7,723-7,723-100%$1.0M———
Western Wealth Management, LLC
N/A—7,656-7,656-100%$1.0M———
EP Wealth Advisors, LLC
N/A—7,526-7,526-100%$990.4K———
Houlihan Financial Resource Group, Ltd.
N/A—7,276-7,276-100%$957.5K———
Envestnet Portfolio Solutions, Inc.
N/A—7,242-7,242-100%$953.0K———
Daybright Advisory Services, Inc.
N/A—7,090-7,090-100%$987.1K———
Berkeley Capital Partners, LLC
N/A—6,962-6,962-100%$916.2K———
Stephens Inc
N/A—6,937-6,937-100%$912.9K———
Wealthspire Retirement, LLC
N/A—6,760-6,760-100%$889.7K———
Vanguard National Trust Co
N/A—6,758-6,758-100%$889.4K———
Nova Wealth Management, Inc.
N/A—6,756-6,756-100%$889.1K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—6,741-6,741-100%$887.1K———
Pure Financial Advisors, LLC
N/A—6,640-6,640-100%$873.9K———
Cahill Financial Advisors Inc
N/A—6,613-6,613-100%$870.3K———
Strategic Investment Solutions, Inc.
N/A—6,490-6,490-100%$854.1K———
Wealthspire Advisors, LLC
N/A—6,276-6,276-100%$826.0K———
Vestmark Advisory Solutions, Inc.
N/A—6,273-6,273-100%$825.5K———
Kovack Advisors, Inc.
N/A—6,270-6,270-100%$832.2K———
Peapack Gladstone Financial Corp
N/A—6,158-6,158-100%$811.0K———
Morris Financial Concepts, Inc.
N/A—6,006-6,006-100%$790.4K———
Focus Partners Advisor Solutions, LLC
N/A—5,778-5,778-100%$760.4K———
Bogart Wealth, LLC
N/A—5,617-5,617-100%$739.2K———
Invictus Private Wealth, LLC
N/A—5,588-5,588-100%$735.4K———
Brown Advisory Inc
N/A—5,547-5,547-100%$730.0K———
Charles Schwab Investment Management Inc
N/A—5,449-5,449-100%$717.1K———
Checchi Capital Advisers, LLC
N/A—5,254-5,254-100%$691.4K———
Liberty Wealth Management LLC
N/A—5,247-5,247-100%$632.7K———
Caprock Group, LLC
N/A—5,212-5,212-100%$686.0K———
CIBC World Market Inc.
N/A—4,986-4,986-100%$656.2K———
Rothschild Wealth LLC
N/A—4,834-4,834-100%$636.2K———
Founders Financial Alliance, LLC
N/A—4,827-4,827-100%$635.2K———
Dorsey & Whitney Trust Co LLC
N/A—4,800-4,800-100%$631.7K———
N.E.W. Advisory Services LLC
N/A—4,795-4,795-100%$631.0K———
Centaurus Financial, Inc.
N/A—4,741-4,741-100%$624.0K———
Leavell Investment Management, Inc.
N/A—4,734-4,734-100%$622.9K———
CIBC Bancorp USA Inc.
N/A—4,646-4,646-100%$611.5K———
Mosaic Financial Group, LLC
N/A—4,633-4,633-100%$610.0K———
Stratos Wealth Partners, Ltd.
N/A—4,559-4,559-100%$600.0K———
Safeguard Investment Advisory Group, LLC
N/A—4,499-4,499-100%$592.1K———
AE Wealth Management LLC
N/A—4,452-4,452-100%$585.7K———
Hanover Advisors Inc
N/A—4,438-4,438-100%$584.0K———
IFG Advisory, LLC
N/A—4,421-4,421-100%$581.8K———
IEQ Capital, LLC
N/A—4,408-4,408-100%$580.2K———
Modern Wealth Management, LLC
N/A—4,399-4,399-100%$579.0K———
Sequoia Financial Advisors, LLC
N/A—4,381-4,381-100%$576.6K———
Belpointe Asset Management LLC
N/A—4,358-4,358-100%$573.5K———
Hirtle & Co., LLC
N/A—4,327-4,327-100%$569.4K———
OneDigital Investment Advisors LLC
N/A—4,262-4,262-100%$560.9K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—4,228-4,228-100%$556.4K———
Zhang Financial LLC
N/A—4,219-4,219-100%$555.2K———
Elite Financial, Inc.
N/A—4,107-4,107-100%$540.0K———
Nuveen, LLC
N/A—4,076-4,076-100%$536.4K———
First Trust Advisors LP
N/A—4,057-4,057-100%$533.9K———
IMA Advisory Services, Inc.
N/A—4,040-4,040-100%$531.7K———
Haverford Trust Co
N/A—4,033-4,033-100%$530.7K———
Keel Point, LLC
N/A—3,991-3,991-100%$525.2K———
Panoramic Investment Advisors, LLC
N/A—3,926-3,926-100%$516.6K———
Vickerman Investment Advisors, Inc.
N/A—3,880-3,880-100%$510.6K———
Aptus Capital Advisors, LLC
N/A—3,860-3,860-100%$508.0K———
Berger Financial Group, Inc
N/A—3,859-3,859-100%$507.8K———
Ausdal Financial Partners, Inc.
N/A—3,819-3,819-100%$502.6K———
Aegis Wealth Management LLC
N/A—3,800-3,800-100%$500.1K———
Intrust Bank NA
N/A—3,790-3,790-100%$498.8K———
Snowwater Investment Partners, LLC
N/A—3,778-3,778-100%$497.2K———
VSM Wealth Advisory, LLC
N/A—3,740-3,740-100%$492.2K———
Simmons Bank
N/A—3,727-3,727-100%$490.5K———
Xcelsior Advisor Partners LLC
N/A—3,661-3,661-100%$481.8K———
Anchor Bay Capital, Inc.
N/A—3,656-3,656-100%$516.2K———
NewEdge Wealth, LLC
N/A—3,562-3,562-100%$468.7K———
Cary Street Partners Financial LLC
N/A—3,552-3,552-100%$467.4K———
Flputnam Investment Management Co
N/A—3,541-3,541-100%$466.0K———
Geneos Wealth Management Inc.
N/A—3,521-3,521-100%$463.4K———
Benjamin Edwards Inc
N/A—3,487-3,487-100%$458.9K———
Clark Capital Management Group, Inc.
N/A—3,425-3,425-100%$450.7K———
Bragg Financial Advisors, Inc
N/A—3,384-3,384-100%$445.3K———
Vista Investment Management
N/A—3,242-3,242-100%$426.6K———
Arrowroot Family Office, LLC
N/A—3,152-3,152-100%$414.8K———
Rehmann Capital Advisory Group
N/A—3,098-3,098-100%$407.8K———
World Investment Advisors
N/A—3,048-3,048-100%$386.5K———
Windsor Advisory Group, LLC
N/A—3,039-3,039-100%$399.9K———
Allie Family Office LLC
N/A—2,925-2,925-100%$384.9K———
Laffer Tengler Investments, Inc.
N/A—2,924-2,924-100%$384.8K———
Avalon Trust Co
N/A—2,900-2,900-100%$381.6K———
Empower Advisory Group, LLC
N/A—2,868-2,868-100%$377.4K———
Marshall Financial Group, LLC
N/A—2,839-2,839-100%$373.6K———
Octavia Wealth Advisors, LLC
N/A—2,826-2,826-100%$371.9K———
National Bank of Canada
N/A—2,762-2,762-100%$363.3K———
Spreng Capital Management, Inc.
N/A—2,728-2,728-100%$359.0K———
Dakota Wealth Management
N/A—2,668-2,668-100%$351.1K———
Z3 Capital Partners, LLC
N/A—2,656-2,656-100%$349.5K———
Fairfield, Bush & Co.
N/A—2,605-2,605-100%$342.8K———
Global Retirement Partners, LLC
N/A—2,553-2,553-100%$335.9K———
Main Street Financial Solutions, LLC
N/A—2,419-2,419-100%$318.3K———
Betterment LLC
N/A—2,396-2,396-100%$315.0K———
Kingsview Wealth Management, LLC
N/A—2,274-2,274-100%$299.3K———
Ellevest, Inc.
N/A—2,252-2,252-100%$277.4K———
CreativeOne Wealth, LLC
N/A—2,236-2,236-100%$294.2K———
Westfuller Advisors, LLC
N/A—2,194-2,194-100%$288.7K———
Spirepoint Private Client, LLC
N/A—2,127-2,127-100%$279.9K———
Bluespring Wealth Management, LLC
N/A—2,081-2,081-100%$273.9K———
Canal Capital Management, LLC
N/A—2,070-2,070-100%$272.4K———
Qube Research & Technologies Ltd
N/A—2,048-2,048-100%$269.5K———
Hantz Financial Services, Inc.
N/A—2,034-2,034-100%$268.0K———
Spartan Wealth Advisory Services LLC
N/A—2,000-2,000-100%$263.2K———
Hills Bank & Trust Co
N/A—1,990-1,990-100%$261.9K———
Brookwood Investment Group LLC
N/A—1,982-1,982-100%$260.8K———
Thoroughbred Financial Services, LLC
N/A—1,960-1,960-100%$258.0K———
Smartleaf Asset Management LLC
N/A—1,959-1,959-100%$258.1K———
Vertex Planning Partners, LLC
N/A—1,959-1,959-100%$257.8K———
Mutual Advisors, LLC
N/A—1,926-1,926-100%$253.5K———
Alteri Wealth LLC
N/A—1,909-1,909-100%$251.3K———
Fidelis Capital Partners, LLC
N/A—1,900-1,900-100%$250.0K———
Partners Capital Investment Group, LLP
N/A—1,877-1,877-100%$247.0K———
Bouchey Financial Group, Ltd.
N/A—1,838-1,838-100%$241.9K———
Curi Capital, LLC
N/A—1,832-1,832-100%$241.1K———
Mayflower Financial Advisors, LLC
N/A—1,830-1,830-100%$240.8K———
SEI Investments Co
N/A—1,808-1,808-100%$237.9K———
Compass Advisory Group LLC
N/A—1,800-1,800-100%$236.9K———
Hamilton Wealth, LLC
N/A—1,751-1,751-100%$230.4K———
Aspire Growth Partners LLC
N/A—1,748-1,748-100%$230.1K———
Kapstone Financial Advisors LLC
N/A—1,712-1,712-100%$225.3K———
Whittier Trust Co of Nevada Inc
N/A—1,698-1,698-100%$232.9K———
Savvy Advisors, Inc.
N/A—1,694-1,694-100%$222.9K———
Ramirez Asset Management, Inc.
N/A—1,670-1,670-100%$219.8K———
Edgestream Partners, L.P.
N/A—1,664-1,664-100%$219.0K———
Orion Porfolio Solutions, LLC
N/A—1,643-1,643-100%$216.3K———
Nwam LLC
N/A—1,572-1,572-100%$206.9K———
Silver OAK Securities, Incorporated
N/A—1,535-1,535-100%$202.1K———
PFG Investments, LLC
N/A—1,535-1,535-100%$202.0K———
Advyzon Investment Management, LLC
N/A—1,521-1,521-100%$200.2K———
Fiduciary Financial Advisors
N/A—1,388-1,388-100%$182.6K———
JTC Employer Solutions Trustee Ltd
N/A—1,148-1,148-100%$151.0K———
Oxford Financial Group, Ltd. LLC
N/A—950-950-100%$125.0K———
LOM Asset Management Ltd
N/A—882-882-100%$116.1K———
Brown Brothers Harriman & Co
N/A—876-876-100%$115.3K———
Raffa Wealth Management, LLC
N/A—848-848-100%$111.6K———
Paladin Advisory Group, LLC
N/A—834-834-100%$109.8K———
Millstone Evans Group, LLC
N/A—834-834-100%$109.8K———
Atlantic Union Bankshares Corp
N/A—760-760-100%$100.0K———
Ritter Daniher Financial Advisory LLC / de
N/A—740-740-100%$97.4K———
Fourth Dimension Wealth, LLC
N/A—731-731-100%$96.2K———
Bernard Wealth Management Corp.
N/A—686-686-100%$90.3K———
Dunhill Financial, LLC
N/A—675-675-100%$89.0K———
Horizon Bancorp Inc
N/A—666-666-100%$88.0K———
Tanglewood Legacy Advisors, LLC
N/A—636-636-100%$83.7K———
Whittier Trust Co
N/A—633-633-100%$87.0K———
Rialto Wealth Management, LLC
N/A—619-619-100%$81.5K———
Lazard Asset Management LLC
N/A—598-598-100%$78.7K———
Strategic Wealth Partners, Ltd.
N/A—583-583-100%$76.7K———
CVA Family Office, LLC
N/A—560-560-100%$73.7K———
Cary Street Partners Investment Advisory LLC
N/A—554-554-100%$72.9K———
Outlook Capital Management, LLC
N/A—539-539-100%$70.9K———
Minot DeBlois Advisors LLC
N/A—500-500-100%$65.8K———
Operose Advisors LLC
N/A—490-490-100%$64.5K———
Cardiff Park Advisors, LLC
N/A—466-466-100%$61.3K———
SHP Wealth Management
N/A—461-461-100%$60.7K———
Crews Bank & Trust
N/A—425-425-100%$55.9K———
Ameriflex Group, Inc.
N/A—400-400-100%$52.6K———
ST Germain D J Co Inc
N/A—395-395-100%$52.0K———
FWL Investment Management, LLC
N/A—365-365-100%$48.0K———
Hollencrest Capital Management
N/A—352-352-100%$46.3K———
Harborfront Financial Group LLC
N/A—326-326-100%$42.9K———
Colonial Trust Co / SC
N/A—323-323-100%$42.5K———
Ancora Advisors LLCA
N/A—320-320-100%$42.1K———
Copia Wealth Management
N/A—300-300-100%$39.5K———
SouthState Bank Corp
N/A—292-292-100%$38.4K———
Tripletail Wealth Management, LLC
N/A—268-268-100%$36.5K———
Continuum Advisory, LLC
N/A—267-267-100%$35.1K———
JDM Financial Group LLC
N/A—240-240-100%$31.6K———
Caitlin John, LLC
N/A—226-226-100%$29.7K———
Steigerwald, Gordon & Koch Inc.
N/A—205-205-100%$27.0K———
PIN OAK Investment Advisors Inc
N/A—200-200-100%$26———
Gunpowder Capital Management, LLC dba Oliver Wealth Management
N/A—198-198-100%$26.1K———
1 North Wealth Services LLC
N/A—176-176-100%$23.2K———
Tidemark, LLC
N/A—169-169-100%$22.3K———
Investment Counsel Co of Nevada
N/A—150-150-100%$19.7K———
Howe & Rusling Inc
N/A—133-133-100%$17.5K———
Napier Financial, LLC
N/A—130-130-100%$17.1K———
Glassman Wealth Services
N/A—127-127-100%$16.7K———
Greykasell Wealth Strategies, Inc.
N/A—125-125-100%$16.5K———
FAS Wealth Partners, Inc.
N/A—124-124-100%$16.3K———
Bravera Wealth
N/A—122-122-100%$16.1K———
Glen Eagle Advisors, LLC
N/A—118-118-100%$15.6K———
Vision Retirement, LLC
N/A—103-103-100%$13.5K———
Twin Lakes Capital Management, LLC
N/A—103-103-100%$13.5K———
Basecamp Wealth Advisors LLC
N/A—99-99-100%$13.0K———
Prestige Wealth Management Group LLC
N/A—86-86-100%$11.3K———
Logan Capital Management Inc
N/A—76-76-100%$10.0K———
Bellevue Asset Management, LLC
N/A—75-75-100%$9.9K———
Cbiz Investment Advisory Services, LLC
N/A—53-53-100%$6.4K———
Morse Asset Management, Inc
N/A—49-49-100%$6.4K———
Keating Financial Advisory Services, Inc.
N/A—43-43-100%$5.7K———
HighMark Wealth Management LLC
N/A—36-36-100%$4.7K———
Timbuktu Capital Management, LLC
N/A—20-20-100%$2.6K———
Protective Life Corp
N/A—9-9-100%$1.2K———
Allied Private Wealth LLC
N/A—3-3-100%$403———
Showing 805 of 805 institutions