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Vanguard Utilities ETF (VPU)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares913,438 from 910,692
Change+2,746 (+0%)
Value$156.2M (-$22.1M)
Filed 2026-11-06
Beacon Capital Management, Inc.
DECREASED
Shares321,777 from 457,116
Change-135,339 (-30%)
Value$55.0M (-$34.4M)
Filed 2026-10-13
Commonwealth Equity Services, LLC
DECREASED
Shares155,331 from 179,111
Change-23,780 (-13%)
Value$26.6M (-$8.5M)
Filed 2026-11-02
Creative Financial Designs Inc
INCREASED
Shares126,441 from 109,863
Change+16,578 (+15%)
Value$21.6M (+$117.8K)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares105,327 from 109,373
Change-4,046 (-4%)
Value$18.0K (-$21.4M)
Filed 2026-11-02
Allied Investment Advisors, LLC
INCREASED
Shares94,010 from 91,546
Change+2,464 (+3%)
Value$16.1M (-$1.8M)
Filed 2026-10-13
Patriot Investment Management Group, Inc.
DECREASED
Shares88,926 from 90,467
Change-1,541 (-2%)
Value$15.2M (-$2.5M)
Filed 2026-10-15
Lido Advisors, LLC
INCREASED
Shares85,725 from 76,673
Change+9,052 (+12%)
Value$14.7M (-$348.2K)
Filed 2026-11-04
Nelson Capital Management, LLC
DECREASED
Shares60,302 from 61,096
Change-794 (-1%)
Value$10.3M (-$1.6M)
Filed 2026-11-09
Porter White Investment Advisors, Inc.
INCREASED
Shares59,258 from 28,323
Change+30,935 (+109%)
Value$10.1M (+$4.6M)
Filed 2026-10-14
Truist Financial Corp
INCREASED
Shares55,402 from 53,532
Change+1,870 (+3%)
Value$9.5M (-$1.0M)
Filed 2026-10-30
PNC Financial Services Group, Inc.
DECREASED
Shares53,171 from 53,732
Change-561 (-1%)
Value$9.1M (-$1.4M)
Filed 2026-11-06
Harbour Investments, Inc.
DECREASED
Shares46,563 from 50,755
Change-4,192 (-8%)
Value$8.0M (-$2.0M)
Filed 2026-11-09
Kestra Advisory Services, LLC
INCREASED
Shares40,826 from 28,435
Change+12,391 (+44%)
Value$7.0M (+$1.4M)
Filed 2026-11-02
KCM Investment Advisors LLC
DECREASED
Shares35,304 from 35,355
Change-51 (0%)
Value$6.0M (-$883.1K)
Filed 2026-10-27
Farther Finance Advisors, LLC
INCREASED
Shares34,647 from 32,181
Change+2,466 (+8%)
Value$5.9M (-$374.3K)
Filed 2026-10-08
Econ Financial Services Corp
NEW
Shares34,418
Change+34,418
Value$5.9M
Filed 2026-10-19
Bryn Mawr Trust Advisors, LLC
DECREASED
Shares30,791 from 31,426
Change-635 (-2%)
Value$5.3M (-$885.8K)
Filed 2026-11-04
Apollon Financial, LLC
INCREASED
Shares30,075 from 28,156
Change+1,919 (+7%)
Value$5.1M (-$368.2K)
Filed 2026-10-23
Creative Planning
DECREASED
Shares29,025 from 34,367
Change-5,342 (-16%)
Value$5.0M (-$1.8M)
Filed 2026-11-02
David Kennon Inc
INCREASED
Shares27,761 from 27,602
Change+159 (+1%)
Value$4.7M (-$655.5K)
Filed 2026-10-13
Moss Adams Wealth Advisors LLC
INCREASED
Shares26,913 from 25,569
Change+1,344 (+5%)
Value$4.6M (-$402.5K)
Filed 2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares25,936 from 25,624
Change+312 (+1%)
Value$4.6M (-$417.4K)
Filed 2026-10-13
MRA Advisory Group
INCREASED
Shares25,244 from 24,168
Change+1,076 (+4%)
Value$4.3M (-$413.6K)
Filed 2026-10-07
New England Private Wealth Advisors LLC
INCREASED
Shares24,521 from 24,515
Change+6 (+0%)
Value$4.2M (-$611.1K)
Filed 2026-10-19
Fifth Third Securities, Inc.
INCREASED
Shares24,303 from 10,785
Change+13,518 (+125%)
Value$4.2M (+$2.0M)
Filed 2026-10-21
Atria Investments, Inc
DECREASED
Shares22,742 from 31,547
Change-8,805 (-28%)
Value$3.9M (-$2.3M)
Filed 2026-10-15
Fifth Third Bancorp
INCREASED
Shares22,707 from 21,505
Change+1,202 (+6%)
Value$3.9M (-$326.1K)
Filed 2026-11-05
Dmkc Advisory Services, LLC
INCREASED
Shares22,303 from 22,180
Change+123 (+1%)
Value$3.8M (-$527.3K)
Filed 2026-11-04
J.W. Cole Advisors, Inc.
INCREASED
Shares22,067 from 19,331
Change+2,736 (+14%)
Value$3.8M (-$10.1K)
Filed 2026-11-05
IFP Advisors, Inc
INCREASED
Shares20,393 from 15,520
Change+4,873 (+31%)
Value$3.5M (+$449.5K)
Filed 2026-10-16
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares20,207 from 20,207
Change0 (0%)
Value$3.5M (-$499.7K)
Filed 2026-10-23
Capital Investment Advisory Services, LLC
INCREASED
Shares20,022 from 19,467
Change+555 (+3%)
Value$3.4M (-$386.7K)
Filed 2026-10-30
Royal Fund Management, LLC
INCREASED
Shares19,995 from 18,041
Change+1,954 (+11%)
Value$3.4M (-$112.0K)
Filed 2026-10-22
Strengthening Families & Communities, LLC
INCREASED
Shares19,995 from 19,381
Change+614 (+3%)
Value$3.4M (-$374.3K)
Filed 2026-10-21
Inlight Wealth Management, LLC
NEW
Shares19,993
Change+19,993
Value$3.4M
Filed 2026-10-21
White Lighthouse Investment Management Inc.
INCREASED
Shares19,476 from 17,610
Change+1,866 (+11%)
Value$3.3M (-$116.5K)
Filed 2026-10-21
StoneX Group Inc.
INCREASED
Shares18,969 from 12,902
Change+6,067 (+47%)
Value$3.3M (+$798.6K)
Filed 2026-11-03
Sterling Investment Advisors, Ltd.
UNCHANGED
Shares18,832 from 18,832
Change0 (0%)
Value$3.2M (-$465.7K)
Filed 2026-10-27
Praetorian Wealth Management, Inc.
INCREASED
Shares18,201 from 17,784
Change+417 (+2%)
Value$3.1M (-$368.5K)
Filed 2026-10-16
Ariston Services Group
UNCHANGED
Shares18,137 from 18,137
Change0 (0%)
Value$3.1M (-$448.5K)
Filed 2026-10-16
Wealthfront Advisers LLC
INCREASED
Shares18,098 from 9,886
Change+8,212 (+83%)
Value$3.1M (+$1.2M)
Filed 2026-11-09
Reality Financial Planning Services, LLC
DECREASED
Shares17,435 from 17,460
Change-25 (0%)
Value$3.0M (-$436.1K)
Filed 2026-11-03
Pinnacle Wealth Management Group, Inc.
INCREASED
Shares17,061 from 16,697
Change+364 (+2%)
Value$2.9M (-$350.7K)
Filed 2026-10-15
MGO One Seven LLC
INCREASED
Shares16,178 from 15,782
Change+396 (+3%)
Value$2.8M (-$322.6K)
Filed 2026-10-28
IFG Advisory, LLC
DECREASED
Shares16,104 from 29,727
Change-13,623 (-46%)
Value$2.8M (-$3.1M)
Filed 2026-11-09
International Assets Investment Management, LLC
DECREASED
Shares14,611 from 15,702
Change-1,091 (-7%)
Value$2.5M (-$524.5K)
Filed 2026-11-02
Verdence Capital Advisors LLC
NEW
Shares13,873
Change+13,873
Value$2.4M
Filed 2026-10-26
Independent Financial Group, LLC
DECREASED
Shares13,673 from 15,513
Change-1,840 (-12%)
Value$2.3M (-$698.3K)
Filed 2026-10-13
Brookstone Capital Management
INCREASED
Shares13,615 from 13,402
Change+213 (+2%)
Value$2.3M (-$294.9K)
Filed 2026-10-22
CoreCap Advisors, LLC
INCREASED
Shares13,305 from 11,460
Change+1,845 (+16%)
Value$2.3M (+$32.1K)
Filed 2026-10-08
Blueprint Investment Partners LLC
DECREASED
Shares13,142 from 14,392
Change-1,250 (-9%)
Value$2.2M (-$569.7K)
Filed 2026-10-28
Blueprint Financial Advisors LLC
DECREASED
Shares13,078 from 14,328
Change-1,250 (-9%)
Value$2.2M (-$568.2K)
Filed 2026-10-28
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares12,675 from 13,292
Change-617 (-5%)
Value$2.2M (-$434.2K)
Filed 2026-10-05
Dumont & Blake Investment Advisors LLC
INCREASED
Shares12,220 from 12,087
Change+133 (+1%)
Value$2.1M (-$276.2K)
Filed 2026-10-28
Raab & Moskowitz Asset Management LLC
DECREASED
Shares12,115 from 12,202
Change-87 (-1%)
Value$2.1M (-$316.6K)
Filed 2026-11-02
Concurrent Investment Advisors, LLC
INCREASED
Shares11,708 from 6,693
Change+5,015 (+75%)
Value$2.0M (+$692.0K)
Filed 2026-10-16
Flagstar Securities, Inc
INCREASED
Shares11,579 from 11,454
Change+125 (+1%)
Value$2.0M (-$262.1K)
Filed 2026-10-15
Joel Isaacson & Co., LLC
INCREASED
Shares11,451 from 11,435
Change+16 (+0%)
Value$2.0M (-$280.0K)
Filed 2026-11-05
WBH Advisory Inc
DECREASED
Shares11,338 from 11,726
Change-388 (-3%)
Value$1.9M (-$356.4K)
Filed 2026-11-05
Sulzberger Capital Advisors, Inc.
INCREASED
Shares11,164 from 7,949
Change+3,215 (+40%)
Value$1.9M (+$353.2K)
Filed 2026-10-20
Bigelow Investment Advisors, LLC
DECREASED
Shares11,022 from 11,035
Change-13 (0%)
Value$1.9M (-$275.1K)
Filed 2026-10-13
Accel Wealth Management
INCREASED
Shares10,793 from 10,764
Change+29 (+0%)
Value$1.8M (-$261.3K)
Filed 2026-10-13
Guidance Point Advisors, LLC
DECREASED
Shares10,579 from 10,731
Change-152 (-1%)
Value$1.8M (-$292.2K)
Filed 2026-10-15
Choreo, LLC
INCREASED
Shares10,489 from 4,921
Change+5,568 (+113%)
Value$1.8M (+$830.4K)
Filed 2026-10-28
Elser Financial Planning, Inc
NEW
Shares10,422
Change+10,422
Value$771.3K
Filed 2026-10-16
Sigma Planning Corp
INCREASED
Shares10,385 from 9,960
Change+425 (+4%)
Value$1.8M (-$161.6K)
Filed 2026-10-23
Altfest L J & Co Inc
DECREASED
Shares10,218 from 11,202
Change-984 (-9%)
Value$1.7M (-$445.2K)
Filed 2026-10-27
Castle Rock Wealth Management, LLC
DECREASED
Shares9,913 from 10,246
Change-333 (-3%)
Value$1.8M (-$215.1K)
Filed 2026-10-09
Transce3nd, LLC
INCREASED
Shares9,730 from 2
Change+9,728 (+486400%)
Value$1.8M (+$1.8M)
Filed 2026-10-26
Compass Ion Advisors, LLC
UNCHANGED
Shares9,201 from 9,201
Change0 (0%)
Value$1.6M (-$227.5K)
Filed 2026-10-23
Sharper & Granite LLC
DECREASED
Shares9,078 from 9,651
Change-573 (-6%)
Value$1.8M (-$90.3K)
Filed 2026-11-02
Citigroup Inc
INCREASED
Shares8,884 from 7,786
Change+1,098 (+14%)
Value$1.5M (-$4.9K)
Filed 2026-11-04
Oppenheimer & Co Inc
DECREASED
Shares8,863 from 10,663
Change-1,800 (-17%)
Value$1.5M (-$571.5K)
Filed 2026-10-26
Glass Jacobson Investment Advisors llc
DECREASED
Shares8,601 from 8,701
Change-100 (-1%)
Value$1.5M (-$232.2K)
Filed 2026-10-26
Visionary Wealth Advisors
DECREASED
Shares8,453 from 13,310
Change-4,857 (-36%)
Value$1.4M (-$1.2M)
Filed 2026-11-04
SAX Wealth Advisors, LLC
INCREASED
Shares8,326 from 8,013
Change+313 (+4%)
Value$1.4M (-$164.0K)
Filed 2026-10-13
First Bancorp, Inc
DECREASED
Shares8,223 from 8,331
Change-108 (-1%)
Value$1.4M (-$224.5K)
Filed 2026-10-26
Retirement Planning Group, LLC
DECREASED
Shares8,141 from 26,991
Change-18,850 (-70%)
Value$1.4M (-$3.9M)
Filed 2026-10-19
Assetmark, Inc
DECREASED
Shares8,047 from 10,615
Change-2,568 (-24%)
Value$1.4M (-$701.6K)
Filed 2026-10-21
Founders Grove Wealth Partners, LLC
INCREASED
Shares7,971 from 7,821
Change+150 (+2%)
Value$1.4M (-$167.8K)
Filed 2026-10-16
Calder Financial LLC
DECREASED
Shares7,885 from 7,899
Change-14 (0%)
Value$1.3M (-$197.8K)
Filed 2026-10-13
Kennedy Investment Group, Inc.
INCREASED
Shares7,749 from 7,730
Change+19 (+0%)
Value$1.3M (-$187.9K)
Filed 2026-10-21
Carl P. Sherr & Co., LLC
INCREASED
Shares7,643 from 7,636
Change+7 (+0%)
Value$1.3M (-$187.7K)
Filed 2026-11-06
Heritage Trust Co
DECREASED
Shares7,474 from 7,664
Change-190 (-2%)
Value$1.3M (-$222.0K)
Filed 2026-11-09
AlphaCore Capital LLC
DECREASED
Shares7,456 from 7,770
Change-314 (-4%)
Value$1.3M (-$245.9K)
Filed 2026-11-04
Wall Street Financial Group, Inc.
DECREASED
Shares7,300 from 7,363
Change-63 (-1%)
Value$1.2M (-$192.9K)
Filed 2026-11-09
Central Trust Co
DECREASED
Shares7,134 from 7,759
Change-625 (-8%)
Value$1.2M (-$298.8K)
Filed 2026-11-05
Bailard, Inc.
DECREASED
Shares6,785 from 7,288
Change-503 (-7%)
Value$1.2M (-$266.2K)
Filed 2026-10-13
LifeGoal Investments, LLC
NEW
Shares6,616
Change+6,616
Value$1.1M
Filed 2026-10-09
Laurel OAK Wealth Management, LLC
DECREASED
Shares6,521 from 6,739
Change-218 (-3%)
Value$1.1M (-$203.9K)
Filed 2026-10-19
Steel Grove Capital Advisors, LLC
UNCHANGED
Shares6,460 from 6,460
Change0 (0%)
Value$1.1M (-$159.8K)
Filed 2026-10-13
Bluesphere Advisors LLC
DECREASED
Shares6,187 from 6,698
Change-511 (-8%)
Value$1.1M (-$253.1K)
Filed 2026-10-19
Baker Ellis Asset Management LLC
UNCHANGED
Shares6,030 from 6,030
Change0 (0%)
Value$1.0M (-$149.1K)
Filed 2026-10-14
Maltin Wealth Management, Inc.
INCREASED
Shares5,951 from 5,909
Change+42 (+1%)
Value$1.0M (-$139.1K)
Filed 2026-10-13
North Forty Two & Co.
INCREASED
Shares5,925 from 5,875
Change+50 (+1%)
Value$1.0M (-$136.7K)
Filed 2026-10-19
Old Second National Bank of Aurora
DECREASED
Shares5,879 from 6,118
Change-239 (-4%)
Value$1.0M (-$192.2K)
Filed 2026-10-22
Bonfire Financial
DECREASED
Shares5,870 from 6,004
Change-134 (-2%)
Value$1.0M (-$171.0K)
Filed 2026-11-06
Altiora Financial Group, LLC
UNCHANGED
Shares5,650 from 5,650
Change0 (0%)
Value$966.2K (-$139.7K)
Filed 2026-11-04
Piscataqua Savings Bank
DECREASED
Shares5,645 from 5,910
Change-265 (-4%)
Value$965.3K (-$191.4K)
Filed 2026-10-21
Ignite Planners, LLC
INCREASED
Shares5,595 from 5,382
Change+213 (+4%)
Value$956.8K (-$96.4K)
Filed 2026-10-14
Savant Capital, LLC
DECREASED
Shares5,575 from 6,798
Change-1,223 (-18%)
Value$953.3K (-$378.9K)
Filed 2026-11-06
City State Bank
DECREASED
Shares5,444 from 6,942
Change-1,498 (-22%)
Value$930.9K (-$427.8K)
Filed 2026-10-20
CX Institutional
INCREASED
Shares5,371 from 5,191
Change+180 (+3%)
Value$919 (-$97)
Filed 2026-10-02
Silverlake Wealth Management LLC
DECREASED
Shares5,320 from 5,617
Change-297 (-5%)
Value$909.7K (-$189.7K)
Filed 2026-10-21
Tranquility Partners, LLC
DECREASED
Shares5,313 from 5,409
Change-96 (-2%)
Value$908.6K (-$150.1K)
Filed 2026-10-20
PFG Advisors
DECREASED
Shares5,163 from 5,512
Change-349 (-6%)
Value$883.0K (-$195.9K)
Filed 2026-10-16
Merit Financial Group, LLC
INCREASED
Shares5,089 from 4,974
Change+115 (+2%)
Value$870.2K (-$103.2K)
Filed 2026-11-06
Camelot Portfolios, LLC
INCREASED
Shares5,055 from 4,966
Change+89 (+2%)
Value$864.4K (-$107.6K)
Filed 2026-11-09
Winebrenner Capital Management LLC
DECREASED
Shares5,006 from 5,019
Change-13 (0%)
Value$856.1K (-$126.2K)
Filed 2026-10-07
First Heartland Consultants, Inc.
INCREASED
Shares4,973 from 4,781
Change+192 (+4%)
Value$850.4K (-$85.3K)
Filed 2026-10-08
Freestone Capital Holdings, LLC
DECREASED
Shares4,961 from 5,327
Change-366 (-7%)
Value$848.3K (-$194.3K)
Filed 2026-11-09
US Bancorp \de\
INCREASED
Shares4,953 from 2,868
Change+2,085 (+73%)
Value$847.0K (+$285.6K)
Filed 2026-11-05
Allworth Financial LP
INCREASED
Shares4,938 from 4,251
Change+687 (+16%)
Value$966.5K (+$134.4K)
Filed 2026-11-06
Gibraltar Capital Management, Inc.
INCREASED
Shares4,884 from 4,805
Change+79 (+2%)
Value$835.2K (-$105.3K)
Filed 2026-10-27
Bank of New York Mellon Corp
NEW
Shares4,796
Change+4,796
Value$820.2K
Filed 2026-11-05
McAdam, LLC
INCREASED
Shares4,658 from 4,595
Change+63 (+1%)
Value$796.5K (-$102.9K)
Filed 2026-10-21
Bank of Montreal
DECREASED
Shares4,625 from 12,374
Change-7,749 (-63%)
Value$790.9K (-$1.6M)
Filed 2026-11-09
Csenge Advisory Group
INCREASED
Shares4,595 from 2,514
Change+2,081 (+83%)
Value$785.8K (+$293.7K)
Filed 2026-11-04
SBI Securities Co., Ltd.
DECREASED
Shares4,554 from 4,665
Change-111 (-2%)
Value$778.7K (-$134.3K)
Filed 2026-10-22
Park Avenue Securities LLC
INCREASED
Shares4,538 from 3,829
Change+709 (+19%)
Value$776 (-$749.2K)
Filed 2026-10-26
Christensen, King & Associates Investment Services, Inc.
INCREASED
Shares4,525 from 4,174
Change+351 (+8%)
Value$773.8K (-$43.1K)
Filed 2026-10-22
Spire Wealth Management
DECREASED
Shares4,404 from 4,571
Change-167 (-4%)
Value$753.0K (-$141.7K)
Filed 2026-10-30
Crusonia Wealth Advisors LLC
DECREASED
Shares4,304 from 4,448
Change-144 (-3%)
Value$736.1K (-$134.6K)
Filed 2026-10-26
Valeo Financial Advisors, LLC
DECREASED
Shares4,270 from 4,568
Change-298 (-7%)
Value$730.2K (-$164.0K)
Filed 2026-10-08
First Financial Corp
INCREASED
Shares4,239 from 3,945
Change+294 (+7%)
Value$724.9K (-$47.3K)
Filed 2026-10-13
Money Concepts Capital Corp
INCREASED
Shares4,167 from 4,002
Change+165 (+4%)
Value$712.5K (-$70.8K)
Filed 2026-11-06
Foster Group, Inc.
INCREASED
Shares4,157 from 3,959
Change+198 (+5%)
Value$710.8K (-$64.0K)
Filed 2026-10-13
Investment Advisory Services Inc
UNCHANGED
Shares4,108 from 4,108
Change0 (0%)
Value$702.4K (-$101.6K)
Filed 2026-10-27
Connecticut Wealth Management, LLC
DECREASED
Shares4,061 from 6,177
Change-2,116 (-34%)
Value$694.5K (-$514.6K)
Filed 2026-10-13
Simplicity Wealth,LLC
NEW
Shares3,886
Change+3,886
Value$664.4K
Filed 2026-10-23
Focus Financial Network, Inc.
DECREASED
Shares3,872 from 4,601
Change-729 (-16%)
Value$662.1K (-$238.4K)
Filed 2026-10-14
Kestra Private Wealth Services, LLC
DECREASED
Shares3,860 from 5,193
Change-1,333 (-26%)
Value$660.1K (-$356.3K)
Filed 2026-11-06
Asset One Wealth Management LLC
INCREASED
Shares3,820 from 3,768
Change+52 (+1%)
Value$653.2K (-$83.9K)
Filed 2026-11-02
Prospera Financial Services Inc
INCREASED
Shares3,804 from 3,739
Change+65 (+2%)
Value$714.7K (-$18.0K)
Filed 2026-11-04
Investment Planning Advisors, Inc.
INCREASED
Shares3,795 from 3,573
Change+222 (+6%)
Value$649.0K (-$50.3K)
Filed 2026-10-14
Creekside Partners
INCREASED
Shares3,784 from 3,781
Change+3 (+0%)
Value$647.1K (-$93.1K)
Filed 2026-11-04
RFG Advisory, LLC
DECREASED
Shares3,769 from 6,027
Change-2,258 (-37%)
Value$644.6K (-$535.1K)
Filed 2026-11-03
Kesler, Norman & Wride, LLC
DECREASED
Shares3,729 from 3,809
Change-80 (-2%)
Value$637.7K (-$107.8K)
Filed 2026-11-06
Prime Capital Investment Advisors, LLC
DECREASED
Shares3,670 from 4,180
Change-510 (-12%)
Value$627.6K (-$190.6K)
Filed 2026-10-20
Wealthcare Advisory Partners LLC
DECREASED
Shares3,639 from 3,641
Change-2 (0%)
Value$622.3K (-$90.4K)
Filed 2026-10-21
BOS Asset Management, LLC
UNCHANGED
Shares3,624 from 3,624
Change0 (0%)
Value$619.7K (-$89.6K)
Filed 2026-10-09
Meridian Wealth Management, LLC
UNCHANGED
Shares3,617 from 3,617
Change0 (0%)
Value$618.5K (-$89.4K)
Filed 2026-11-05
River Street Advisors LLC
DECREASED
Shares3,611 from 3,651
Change-40 (-1%)
Value$617.4K (-$97.1K)
Filed 2026-10-22
Evolution Wealth Advisors, LLC
NEW
Shares3,524
Change+3,524
Value$602.6K
Filed 2026-11-03
Evanson Financial, LLC
UNCHANGED
Shares3,501 from 3,501
Change0 (0%)
Value$598.6K (-$86.6K)
Filed 2026-10-23
Nilsine Partners, LLC
NEW
Shares3,400
Change+3,400
Value$581.4K
Filed 2026-11-02
Sweeney & Michel, LLC
DECREASED
Shares3,372 from 4,669
Change-1,297 (-28%)
Value$576.6K (-$305.2K)
Filed 2026-10-16
Seamount Financial Group Inc
DECREASED
Shares3,309 from 3,508
Change-199 (-6%)
Value$565.9K (-$120.7K)
Filed 2026-10-21
Signal Advisors Wealth, LLC
INCREASED
Shares3,303 from 1,350
Change+1,953 (+145%)
Value$564.8K (+$300.7K)
Filed 2026-10-13
Partners Wealth Management, LLC
NEW
Shares3,300
Change+3,300
Value$564.2K
Filed 2026-10-28
AMG National Trust Bank
NEW
Shares3,220
Change+3,220
Value$550.6K
Filed 2026-11-05
Conrad Siegel Investment Advisors, Inc.
INCREASED
Shares3,195 from 3,184
Change+11 (+0%)
Value$546.3K (-$76.9K)
Filed 2026-10-08
Hegarty Advisors, LLC
INCREASED
Shares3,160 from 2,168
Change+992 (+46%)
Value$540.3K (+$116.0K)
Filed 2026-10-20
Geneos Wealth Management Inc.
INCREASED
Shares3,151 from 2,949
Change+202 (+7%)
Value$538.8K (-$38.3K)
Filed 2026-11-09
Signature Estate & Investment Advisors LLC
INCREASED
Shares3,149 from 3,123
Change+26 (+1%)
Value$538.5K (-$72.8K)
Filed 2026-10-13
Matrix Trust Co
DECREASED
Shares3,138 from 3,723
Change-585 (-16%)
Value$537 (-$192)
Filed 2026-10-07
National Wealth Management Group, LLC
DECREASED
Shares3,091 from 3,108
Change-17 (-1%)
Value$528.6K (-$79.9K)
Filed 2026-10-26
Sovran Advisors, LLC
INCREASED
Shares3,081 from 2,493
Change+588 (+24%)
Value$574.2K (+$85.0K)
Filed 2026-11-02
Valmark Advisers, Inc.
DECREASED
Shares3,080 from 3,231
Change-151 (-5%)
Value$526.7K (-$105.7K)
Filed 2026-11-06
Park National Corp
DECREASED
Shares3,055 from 3,188
Change-133 (-4%)
Value$522.4K (-$101.6K)
Filed 2026-10-05
Archford Capital Strategies, LLC
INCREASED
Shares3,015 from 2,993
Change+22 (+1%)
Value$515.5K (-$70.2K)
Filed 2026-10-19
Axxcess Wealth Management, LLC
DECREASED
Shares3,001 from 3,888
Change-887 (-23%)
Value$513.2K (-$247.8K)
Filed 2026-10-21
Uptown Financial Advisors LLC
NEW
Shares3,000
Change+3,000
Value$513.0K
Filed 2026-10-15
D.A. Davidson & Co.
INCREASED
Shares2,992 from 2,991
Change+1 (+0%)
Value$511.7K (-$73.8K)
Filed 2026-10-28
Trek Financial, LLC
UNCHANGED
Shares2,963 from 2,963
Change0 (0%)
Value$506.7K (-$73.3K)
Filed 2026-10-29
Flagship Wealth Advisors, LLC
DECREASED
Shares2,883 from 3,256
Change-373 (-11%)
Value$493.0K (-$144.3K)
Filed 2026-11-03
Northwest Financial Advisors
DECREASED
Shares2,883 from 3,016
Change-133 (-4%)
Value$492.9K (-$97.4K)
Filed 2026-10-27
McClarren Financial Advisors, Inc.
DECREASED
Shares2,879 from 2,896
Change-17 (-1%)
Value$492.4K (-$74.4K)
Filed 2026-10-15
Mission Wealth Management, LP
DECREASED
Shares2,867 from 4,367
Change-1,500 (-34%)
Value$490.3K (-$364.5K)
Filed 2026-10-15
Cornerstone Planning, LLC
DECREASED
Shares2,866 from 2,872
Change-6 (0%)
Value$541.3K (-$20.9K)
Filed 2026-10-27
Chemistry Wealth Management LLC
INCREASED
Shares2,798 from 2,797
Change+1 (+0%)
Value$478.4K (-$69.1K)
Filed 2026-10-16
HUB Investment Partners, LLC
DECREASED
Shares2,792 from 2,822
Change-30 (-1%)
Value$477.5K (-$74.9K)
Filed 2026-11-03
Stonebridge Financial Planning Group, LLC
DECREASED
Shares2,780 from 2,965
Change-185 (-6%)
Value$475.3K (-$105.0K)
Filed 2026-11-06
DiNuzzo Private Wealth, Inc.
INCREASED
Shares2,762 from 2,742
Change+20 (+1%)
Value$472.3K (-$64.4K)
Filed 2026-10-16
Private Trust Co NA
INCREASED
Shares2,755 from 2,748
Change+7 (+0%)
Value$471.1K (-$66.7K)
Filed 2026-10-20
Marin Bay Wealth Advisors, LLC
INCREASED
Shares2,713 from 2,695
Change+18 (+1%)
Value$464.1K (-$63.5K)
Filed 2026-10-28
Harbor Asset Planning, Inc.
INCREASED
Shares2,708 from 2,475
Change+233 (+9%)
Value$463.2K (-$21.1K)
Filed 2026-10-23
Cross Staff Investments Inc
INCREASED
Shares2,685 from 2,641
Change+44 (+2%)
Value$459.1K (-$57.8K)
Filed 2026-10-22
Autumn Glory Partners, LLC
INCREASED
Shares2,679 from 2,678
Change+1 (+0%)
Value$458.2K (-$66.0K)
Filed 2026-10-26
Parallel Advisors, LLC
INCREASED
Shares2,663 from 2,530
Change+133 (+5%)
Value$455.4K (-$40.0K)
Filed 2026-11-03
Roman Butler Fullerton & Co
UNCHANGED
Shares2,663 from 2,663
Change0 (0%)
Value$476.5K (-$49.4K)
Filed 2026-10-27
Patton Albertson Miller Group, LLC
UNCHANGED
Shares2,600 from 2,600
Change0 (0%)
Value$444.6K (-$64.3K)
Filed 2026-10-26
Meridian Financial Partners LLC
DECREASED
Shares2,597 from 2,639
Change-42 (-2%)
Value$467.6K (-$48.7K)
Filed 2026-10-23
Wealth Effects LLC
DECREASED
Shares2,594 from 2,604
Change-10 (0%)
Value$443.6K (-$66.1K)
Filed 2026-10-23
Hilton Head Capital Partners, LLC
DECREASED
Shares2,584 from 2,752
Change-168 (-6%)
Value$441.9K (-$96.8K)
Filed 2026-10-23
QTR Family Wealth, LLC
DECREASED
Shares2,562 from 2,950
Change-388 (-13%)
Value$438.0K (-$139.4K)
Filed 2026-11-02
Avior Wealth Management, LLC
DECREASED
Shares2,533 from 2,782
Change-249 (-9%)
Value$433.2K (-$111.3K)
Filed 2026-10-13
Northeast Investment Management
UNCHANGED
Shares2,498 from 2,498
Change0 (0%)
Value$427.1K (-$61.8K)
Filed 2026-10-30
Churchill Financial Advisors, LLC
UNCHANGED
Shares2,460 from 2,460
Change0 (0%)
Value$420.7K (-$60.8K)
Filed 2026-10-20
Blackston Financial Advisory Group, LLC
DECREASED
Shares2,449 from 2,786
Change-337 (-12%)
Value$418.7K (-$126.6K)
Filed 2026-11-04
Integrity Alliance, Llc.
DECREASED
Shares2,444 from 2,521
Change-77 (-3%)
Value$418.0K (-$75.6K)
Filed 2026-10-29
Trust Co of Vermont
UNCHANGED
Shares2,443 from 2,443
Change0 (0%)
Value$417.8K (-$60.4K)
Filed 2026-10-21
Cora Capital Advisors LLC
DECREASED
Shares2,410 from 2,485
Change-75 (-3%)
Value$412.1K (-$74.3K)
Filed 2026-11-02
Imc-Chicago, LLC
NEW
Shares2,408
Change+2,408
Value$411.8K
Filed 2026-11-05
Kingswood Wealth Advisors, LLC
INCREASED
Shares2,395 from 2,381
Change+14 (+1%)
Value$409.6K (-$56.4K)
Filed 2026-10-23
Wingate Wealth Advisors, Inc.
INCREASED
Shares2,375 from 2,112
Change+263 (+12%)
Value$406.2K (-$7.2K)
Filed 2026-10-26
Dynamic Advisor Solutions LLC
INCREASED
Shares2,369 from 2,275
Change+94 (+4%)
Value$405.2K (-$40.2K)
Filed 2026-10-13
Western Wealth Management, LLC
DECREASED
Shares2,353 from 2,460
Change-107 (-4%)
Value$402.3K (-$79.1K)
Filed 2026-11-09
Flagship Private Wealth, LLC
UNCHANGED
Shares2,353 from 2,353
Change0 (0%)
Value$402.4K (-$58.2K)
Filed 2026-11-05
Vise Technologies, Inc.
INCREASED
Shares2,345 from 1,197
Change+1,148 (+96%)
Value$401.0K (+$166.6K)
Filed 2026-10-29
Unified Investment Management
UNCHANGED
Shares2,338 from 2,338
Change0 (0%)
Value$399.8K (-$57.8K)
Filed 2026-10-14
Searle & Co.
INCREASED
Shares2,300 from 1,620
Change+680 (+42%)
Value$393.3K (+$76.2K)
Filed 2026-11-04
Davenport & Co LLC
DECREASED
Shares2,245 from 2,299
Change-54 (-2%)
Value$383.9K (-$66.1K)
Filed 2026-10-14
Miramontes Capital, LLC
INCREASED
Shares2,238 from 2,019
Change+219 (+11%)
Value$382.8K (-$12.4K)
Filed 2026-10-19
Modera Wealth Management, LLC
DECREASED
Shares2,220 from 2,353
Change-133 (-6%)
Value$379.6K (-$80.9K)
Filed 2026-10-28
Cherry Tree Wealth Management, LLC
DECREASED
Shares2,204 from 2,455
Change-251 (-10%)
Value$376.9K (-$103.6K)
Filed 2026-10-15
PUREfi Wealth, LLC
NEW
Shares2,200
Change+2,200
Value$376.2K
Filed 2026-10-19
Citizens Financial Group Inc
DECREASED
Shares2,173 from 2,328
Change-155 (-7%)
Value$371.6K (-$84.0K)
Filed 2026-10-23
Roberts Wealth Advisors, LLC
INCREASED
Shares2,149 from 1,698
Change+451 (+27%)
Value$367.5K (+$35.2K)
Filed 2026-10-14
Level Four Advisory Services, LLC
INCREASED
Shares2,064 from 2,063
Change+1 (+0%)
Value$353.1K (-$50.8K)
Filed 2026-11-06
Fulcrum Capital LLC
UNCHANGED
Shares2,050 from 2,050
Change0 (0%)
Value$350.6K (-$50.7K)
Filed 2026-10-15
Junk Investment Group, LLC
INCREASED
Shares2,021 from 1,818
Change+203 (+11%)
Value$345.6K (-$10.2K)
Filed 2026-10-19
MontVue Capital Management, Inc.
UNCHANGED
Shares2,017 from 2,017
Change0 (0%)
Value$344.9K (-$49.9K)
Filed 2026-10-19
Clearstead Advisors, LLC
INCREASED
Shares2,007 from 2,003
Change+4 (+0%)
Value$343.3K (-$48.9K)
Filed 2026-11-06
Acorn Wealth Advisors, LLC
INCREASED
Shares1,997 from 1,959
Change+38 (+2%)
Value$341.5K (-$41.8K)
Filed 2026-10-19
Washington Trust Advisors, Inc.
INCREASED
Shares1,997 from 1,989
Change+8 (+0%)
Value$341.5K (-$47.7K)
Filed 2026-10-22
Coldstream Capital Management Inc
INCREASED
Shares1,996 from 1,920
Change+76 (+4%)
Value$341.4K (-$34.5K)
Filed 2026-11-09
Mlp3, LLC
UNCHANGED
Shares1,940 from 1,940
Change0 (0%)
Value$331.7K (-$48.0K)
Filed 2026-10-22
Graves Light Lenhart Wealth, Inc.
INCREASED
Shares1,928 from 1,925
Change+3 (+0%)
Value$329.6K (-$47.1K)
Filed 2026-10-09
Diversify Wealth Management, LLC
DECREASED
Shares1,922 from 1,961
Change-39 (-2%)
Value$346.1K (-$40.3K)
Filed 2026-10-20
Diversify Advisory Services, LLC
DECREASED
Shares1,922 from 1,961
Change-39 (-2%)
Value$346.1K (-$40.3K)
Filed 2026-10-20
Curran Financial Partners, LLC
DECREASED
Shares1,880 from 7,836
Change-5,956 (-76%)
Value$321.4K (-$1.2M)
Filed 2026-11-04
Thrivent Financial for Lutherans
DECREASED
Shares1,879 from 2,290
Change-411 (-18%)
Value$321 (-$447.7K)
Filed 2026-11-05
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED
Shares1,877 from 4,385
Change-2,508 (-57%)
Value$321.0K (-$537.3K)
Filed 2026-10-22
Atlas Capital Advisors Inc.
INCREASED
Shares1,870 from 1,805
Change+65 (+4%)
Value$6.8M (+$6.4M)
Filed 2026-11-09
Peterson Wealth Advisors, LLC
INCREASED
Shares1,866 from 1,854
Change+12 (+1%)
Value$319.0K (-$44.0K)
Filed 2026-10-08
Myecfo, LLC
UNCHANGED
Shares1,796 from 1,796
Change0 (0%)
Value$307.1K (-$44.4K)
Filed 2026-10-14
Cyndeo Wealth Partners, LLC
INCREASED
Shares1,788 from 1,572
Change+216 (+14%)
Value$305.8K (-$1.9K)
Filed 2026-10-16
Apella Capital, LLC
DECREASED
Shares1,748 from 3,018
Change-1,270 (-42%)
Value$311.5K (-$283.9K)
Filed 2026-10-08
Capital Investment Advisors, LLC
INCREASED
Shares1,732 from 1,725
Change+7 (+0%)
Value$296.1K (-$41.6K)
Filed 2026-10-22
Stronghold Wealth Management L.L.C.
INCREASED
Shares1,726 from 1,720
Change+6 (+0%)
Value$295.1K (-$41.5K)
Filed 2026-10-16
Exchange Traded Concepts, LLC
DECREASED
Shares1,711 from 18,506
Change-16,795 (-91%)
Value$292.6K (-$3.3M)
Filed 2026-10-28
Heritage Family Offices, LLP
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$290.7K (-$42.0K)
Filed 2026-11-02
United Financial Planning Group LLC
UNCHANGED
Shares1,691 from 1,691
Change0 (0%)
Value$289.2K (-$41.8K)
Filed 2026-11-04
Financial Freedom, LLC
UNCHANGED
Shares1,689 from 1,689
Change0 (0%)
Value$288.8K (-$41.8K)
Filed 2026-11-06
Legacy Private Trust Co.
UNCHANGED
Shares1,684 from 1,684
Change0 (0%)
Value$288.0K (-$41.6K)
Filed 2026-10-06
Kellett Wealth Advisors, LLC
UNCHANGED
Shares1,682 from 1,682
Change0 (0%)
Value$287.6K (-$41.6K)
Filed 2026-10-15
Black Diamond Financial, LLC
UNCHANGED
Shares1,679 from 1,679
Change0 (0%)
Value$287.1K (-$41.5K)
Filed 2026-10-26
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares1,656 from 1,587
Change+69 (+4%)
Value$283.2K (-$27.4K)
Filed 2026-10-28
Moneco Advisors, LLC
UNCHANGED
Shares1,654 from 1,654
Change0 (0%)
Value$282.9K (-$40.8K)
Filed 2026-11-05
Retirement Planning Co of New England, Inc.
DECREASED
Shares1,651 from 1,664
Change-13 (-1%)
Value$282.3K (-$43.3K)
Filed 2026-10-15
Apollon Wealth Management, LLC
INCREASED
Shares1,630 from 1,590
Change+40 (+3%)
Value$278.7K (-$32.5K)
Filed 2026-10-23
Leavell Investment Management, Inc.
DECREASED
Shares1,627 from 1,655
Change-28 (-2%)
Value$278.3K (-$45.7K)
Filed 2026-11-09
Compound Planning, Inc.
DECREASED
Shares1,626 from 4,621
Change-2,995 (-65%)
Value$278.0K (-$626.5K)
Filed 2026-11-09
Wedmont Private Capital
UNCHANGED
Shares1,604 from 1,604
Change0 (0%)
Value$285.0K (-$29.6K)
Filed 2026-10-09
Solidarity Wealth, LLC
UNCHANGED
Shares1,603 from 1,603
Change0 (0%)
Value$274.1K (-$39.6K)
Filed 2026-10-15
Dorato Capital Management
DECREASED
Shares1,567 from 1,595
Change-28 (-2%)
Value$279.2K (-$33.7K)
Filed 2026-10-08
Allspring Global Investments Holdings, LLC
NEW
Shares1,558
Change+1,558
Value$267.9K
Filed 2026-11-04
SeaCrest Wealth Management, LLC
INCREASED
Shares1,557 from 1,380
Change+177 (+13%)
Value$266.2K (-$3.9K)
Filed 2026-10-21
Johnson Financial Group, LLC
UNCHANGED
Shares1,545 from 1,545
Change0 (0%)
Value$264.2K (-$38.2K)
Filed 2026-11-03
Signaturefd, LLC
INCREASED
Shares1,534 from 1,531
Change+3 (+0%)
Value$262.3K (-$37.2K)
Filed 2026-10-23
Elevate Wealth Advisory, Inc
DECREASED
Shares1,526 from 2,115
Change-589 (-28%)
Value$260.9K (-$153.1K)
Filed 2026-10-29
Colonial River Investments, LLC
INCREASED
Shares1,510 from 1,477
Change+33 (+2%)
Value$258.2K (-$31.0K)
Filed 2026-10-19
Miller Financial Services LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$256.5K (-$37.1K)
Filed 2026-10-20
Guardian Asset Advisors, LLC
INCREASED
Shares1,474 from 1,411
Change+63 (+4%)
Value$251.9K (-$24.3K)
Filed 2026-10-16
Idaho Trust Co
DECREASED
Shares1,472 from 1,632
Change-160 (-10%)
Value$251.7K (-$67.7K)
Filed 2026-11-04
Daymark Wealth Partners, LLC
NEW
Shares1,462
Change+1,462
Value$250.0K
Filed 2026-11-04
ZynergyRetirementPlanningLLC
UNCHANGED
Shares1,452 from 1,452
Change0 (0%)
Value$248.3K (-$35.9K)
Filed 2026-10-08
Echo45 Advisors LLC
NEW
Shares1,450
Change+1,450
Value$248.0K
Filed 2026-10-07
Lake Street Private Wealth, LLC
INCREASED
Shares1,449 from 1,448
Change+1 (+0%)
Value$247.8K (-$35.7K)
Filed 2026-10-22
Diversified Enterprises, LLC
INCREASED
Shares1,448 from 1,447
Change+1 (+0%)
Value$247.6K (-$35.7K)
Filed 2026-10-19
Annex Advisory Services, LLC
NEW
Shares1,447
Change+1,447
Value$247.4K
Filed 2026-10-16
Institute for Wealth Management, Llc.
DECREASED
Shares1,442 from 2,507
Change-1,065 (-42%)
Value$246.6K (-$244.1K)
Filed 2026-11-06
PDS Planning, Inc
INCREASED
Shares1,440 from 1,430
Change+10 (+1%)
Value$246.3K (-$33.5K)
Filed 2026-11-03
KDK Private Wealth Management, LLC
UNCHANGED
Shares1,420 from 1,420
Change0 (0%)
Value$242.8K (-$35.1K)
Filed 2026-11-03
S&A Financial Services, Inc.
INCREASED
Shares1,416 from 1,406
Change+10 (+1%)
Value$242.1K (-$33.0K)
Filed 2026-11-03
Annis Gardner Whiting Capital Advisors, LLC
DECREASED
Shares1,394 from 1,684
Change-290 (-17%)
Value$238.4K (-$91.2K)
Filed 2026-11-09
Ranch Capital Advisors Inc.
INCREASED
Shares1,392 from 1,387
Change+5 (+0%)
Value$238.0K (-$33.5K)
Filed 2026-11-09
Thoroughbred Financial Services, LLC
INCREASED
Shares1,388 from 1,382
Change+6 (+0%)
Value$237 (-$269.8K)
Filed 2026-11-09
Columbia Advisory Partners LLC
NEW
Shares1,380
Change+1,380
Value$236.0K
Filed 2026-10-15
Fulton Breakefield Broenniman LLC
DECREASED
Shares1,378 from 1,408
Change-30 (-2%)
Value$235.7K (-$40.0K)
Filed 2026-11-03
Cathy Pareto & Associates, Inc
DECREASED
Shares1,355 from 1,414
Change-59 (-4%)
Value$231.8K (-$45.0K)
Filed 2026-10-15
BCM Advisors, LLC
DECREASED
Shares1,342 from 2,241
Change-899 (-40%)
Value$251.7K (-$195.3K)
Filed 2026-11-03
Florida Trust Wealth Management Co
UNCHANGED
Shares1,326 from 1,326
Change0 (0%)
Value$226.7K (-$32.8K)
Filed 2026-11-05
MSH Capital Advisors LLC
INCREASED
Shares1,325 from 1,321
Change+4 (+0%)
Value$226.5K (-$32.1K)
Filed 2026-11-03
Silver Oak Advisory Group, Inc.
UNCHANGED
Shares1,325 from 1,325
Change0 (0%)
Value$226.6K (-$32.4K)
Filed 2026-11-06
Eagle Harbor Asset Management Inc
DECREASED
Shares1,321 from 1,383
Change-62 (-4%)
Value$225.9K (-$44.7K)
Filed 2026-10-21
Curtis Advisory Group, LLC
UNCHANGED
Shares1,317 from 1,317
Change0 (0%)
Value$225.2K (-$32.6K)
Filed 2026-10-28
Powers Advisory Group, LLC
INCREASED
Shares1,308 from 1,300
Change+8 (+1%)
Value$223.7K (-$30.7K)
Filed 2026-10-14
Lynx Investment Advisory
DECREASED
Shares1,300 from 1,400
Change-100 (-7%)
Value$222.3K (-$51.7K)
Filed 2026-10-27
Peck Wealth Management, LLC
UNCHANGED
Shares1,293 from 1,293
Change0 (0%)
Value$221.1K (-$31.9K)
Filed 2026-10-29
Aspiriant, LLC
INCREASED
Shares1,279 from 1,142
Change+137 (+12%)
Value$218.7K (-$4.8K)
Filed 2026-10-16
Tortoise Investment Management, LLC
UNCHANGED
Shares1,275 from 1,275
Change0 (0%)
Value$218.0K (-$31.5K)
Filed 2026-11-06
Blue Trust, Inc.
INCREASED
Shares1,273 from 1,193
Change+80 (+7%)
Value$217.7K (-$15.8K)
Filed 2026-10-15
Summit Financial Strategies, Inc.
DECREASED
Shares1,262 from 1,275
Change-13 (-1%)
Value$215.8K (-$33.8K)
Filed 2026-10-14
First Premier Bank
UNCHANGED
Shares1,255 from 1,255
Change0 (0%)
Value$215 (-$31)
Filed 2026-10-13
Patten & Patten Inc
UNCHANGED
Shares1,251 from 1,251
Change0 (0%)
Value$213.8K (-$30.9K)
Filed 2026-10-26
Poehling Capital Management, Inc.
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$213.8K (-$30.9K)
Filed 2026-10-20
Nuance Investments, LLC
NEW
Shares1,243
Change+1,243
Value$212.6K
Filed 2026-11-06
Weaver Consulting Group
UNCHANGED
Shares1,242 from 1,242
Change0 (0%)
Value$212.4K (-$30.7K)
Filed 2026-10-07
Jacobi Capital Management LLC
INCREASED
Shares1,209 from 1,207
Change+2 (+0%)
Value$206.8K (-$29.4K)
Filed 2026-11-05
Bernicke Wealth Management, Ltd.
UNCHANGED
Shares1,207 from 1,207
Change0 (0%)
Value$206.4K (-$29.8K)
Filed 2026-11-06
Montag A & Associates Inc
DECREASED
Shares1,201 from 1,211
Change-10 (-1%)
Value$205.4K (-$31.7K)
Filed 2026-10-29
One Day In July LLC
UNCHANGED
Shares1,190 from 1,190
Change0 (0%)
Value$203.5K (-$29.4K)
Filed 2026-10-30
Woodmont Investment Counsel LLC
INCREASED
Shares1,187 from 1,022
Change+165 (+16%)
Value$203.0K (+$2.9K)
Filed 2026-10-29
Investors Asset Management of Georgia Inc
UNCHANGED
Shares1,179 from 1,179
Change0 (0%)
Value$201.7K (-$29.2K)
Filed 2026-10-20
CWA Asset Management Group, LLC
DECREASED
Shares1,173 from 1,315
Change-142 (-11%)
Value$200.6K (-$56.8K)
Filed 2026-10-19
Mezzasalma Advisors, LLC
INCREASED
Shares1,173 from 1,165
Change+8 (+1%)
Value$200.6K (-$27.3K)
Filed 2026-10-14
Advantage Trust Co
UNCHANGED
Shares1,169 from 1,169
Change0 (0%)
Value$199.9K (-$28.9K)
Filed 2026-10-19
Farmers & Merchants Investments Inc
UNCHANGED
Shares1,157 from 1,157
Change0 (0%)
Value$197.8K (-$28.6K)
Filed 2026-10-22
Roble, Belko & Company, Inc
UNCHANGED
Shares1,150 from 1,150
Change0 (0%)
Value$197 (-$224.8K)
Filed 2026-11-09
Caldwell Trust Co
UNCHANGED
Shares1,145 from 1,145
Change0 (0%)
Value$195.8K (-$28.3K)
Filed 2026-10-30
MKT Advisors LLC
UNCHANGED
Shares1,138 from 1,138
Change0 (0%)
Value$202.2K (-$22.2K)
Filed 2026-10-20
Cape Investment Advisory, Inc.
INCREASED
Shares1,133 from 527
Change+606 (+115%)
Value$193.8K (+$90.6K)
Filed 2026-10-13
M Holdings Securities, Inc.
NEW
Shares1,094
Change+1,094
Value$205
Filed 2026-11-03
Root Financial Partners, LLC
NEW
Shares1,044
Change+1,044
Value$178.5K
Filed 2026-10-21
North Star Investment Management Corp.
DECREASED
Shares1,005 from 1,121
Change-116 (-10%)
Value$171.8K (-$47.6K)
Filed 2026-10-27
Mather Group, Llc.
INCREASED
Shares973 from 856
Change+117 (+14%)
Value$166.4K (-$1.2K)
Filed 2026-10-14
Greykasell Wealth Strategies, Inc.
UNCHANGED
Shares968 from 968
Change0 (0%)
Value$165.6K (-$23.9K)
Filed 2026-11-09
Coston, McIsaac & Partners
INCREASED
Shares941 from 938
Change+3 (+0%)
Value$161.0K (-$22.0K)
Filed 2026-11-06
Capital Advisors, Ltd. LLC
UNCHANGED
Shares941 from 941
Change0 (0%)
Value$161 (-$23)
Filed 2026-10-27
N.E.W. Advisory Services LLC
UNCHANGED
Shares927 from 927
Change0 (0%)
Value$158.5K (-$22.9K)
Filed 2026-11-09
Pacific Center for Financial Services
UNCHANGED
Shares918 from 918
Change0 (0%)
Value$157.0K (-$22.7K)
Filed 2026-10-15
Vestor Capital, LLC
DECREASED
Shares887 from 114,137
Change-113,250 (-99%)
Value$115 (-$10.9K)
Filed 2026-11-04
Financial Perspectives, Inc
UNCHANGED
Shares828 from 828
Change0 (0%)
Value$141.6K (-$20.5K)
Filed 2026-11-03
Triumph Capital Management
INCREASED
Shares798 from 740
Change+58 (+8%)
Value$136.4K (-$8.4K)
Filed 2026-10-14
Center for Financial Planning, Inc.
UNCHANGED
Shares783 from 783
Change0 (0%)
Value$133.9K (-$19.4K)
Filed 2026-10-26
MidAtlantic Capital Management, Inc.
NEW
Shares777
Change+777
Value$132.9K
Filed 2026-11-05
Hurley Capital, LLC
INCREASED
Shares769 from 768
Change+1 (+0%)
Value$131.6K (-$18.6K)
Filed 2026-11-05
Robbins Farley
INCREASED
Shares756 from 740
Change+16 (+2%)
Value$129.3K (-$15.6K)
Filed 2026-10-21
JFS Wealth Advisors, LLC
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$119.7K (-$17.3K)
Filed 2026-11-03
Progressive Investment Management Corp
UNCHANGED
Shares700 from 700
Change0 (0%)
Value$119.7K (-$17.3K)
Filed 2026-10-26
Laurel Wealth Advisors LLC
NEW
Shares650
Change+650
Value$111.2K
Filed 2026-10-27
Latitude Advisors, LLC
NEW
Shares588
Change+588
Value$100.6K
Filed 2026-10-27
Boyd Watterson Asset Management LLC
UNCHANGED
Shares550 from 550
Change0 (0%)
Value$94.1K (-$13.6K)
Filed 2026-11-06
Financial Consulate, Inc
DECREASED
Shares530 from 538
Change-8 (-1%)
Value$90.6K (-$14.7K)
Filed 2026-10-23
Valley National Advisers Inc
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$85.5K (-$12.4K)
Filed 2026-10-23
EverSource Wealth Advisors, LLC
INCREASED
Shares486 from 475
Change+11 (+2%)
Value$83.1K (-$9.9K)
Filed 2026-11-04
Cardiff Park Advisors, LLC
UNCHANGED
Shares457 from 457
Change0 (0%)
Value$78.1K (-$11.3K)
Filed 2026-11-09
Meramec Financial Planners, LLC
INCREASED
Shares434 from 431
Change+3 (+1%)
Value$81.0K (-$3.9K)
Filed 2026-11-09
Downshift Financial, LLC
UNCHANGED
Shares404 from 404
Change0 (0%)
Value$69.1K (-$10.0K)
Filed 2026-10-13
Paladin Advisory Group, LLC
UNCHANGED
Shares395 from 395
Change0 (0%)
Value$67.5K (-$9.8K)
Filed 2026-11-09
Larson Financial Group LLC
UNCHANGED
Shares383 from 383
Change0 (0%)
Value$65.5K (-$9.5K)
Filed 2026-11-05
Register Financial Advisors LLC
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$65.0K (-$9.4K)
Filed 2026-10-23
Ashton Thomas Private Wealth, LLC
DECREASED
Shares372 from 436
Change-64 (-15%)
Value$63.6K (-$21.7K)
Filed 2026-11-03
Gamma Investing LLC
DECREASED
Shares370 from 375
Change-5 (-1%)
Value$63.3K (-$10.1K)
Filed 2026-10-08
Russell Investments Group, Ltd.
DECREASED
Shares368 from 442
Change-74 (-17%)
Value$62.9K (-$23.6K)
Filed 2026-11-06
True Wealth Design, LLC
UNCHANGED
Shares348 from 348
Change0 (0%)
Value$59.5K (-$8.6K)
Filed 2026-10-13
Edgemoor Investment Advisors, Inc.
NEW
Shares340
Change+340
Value$58.1K
Filed 2026-11-03
City Holding Co
DECREASED
Shares330 from 345
Change-15 (-4%)
Value$56.4K (-$11.1K)
Filed 2026-10-19
Bokf, NA
UNCHANGED
Shares327 from 327
Change0 (0%)
Value$55.9K (-$8.1K)
Filed 2026-10-27
Smithfield Trust Co
UNCHANGED
Shares325 from 325
Change0 (0%)
Value$56 (-$63.9K)
Filed 2026-11-09
Hantz Financial Services, Inc.
INCREASED
Shares318 from 232
Change+86 (+37%)
Value$54 (-$44.9K)
Filed 2026-11-09
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares310 from 310
Change0 (0%)
Value$53.0K (-$7.7K)
Filed 2026-10-27
Davis Capital Management
UNCHANGED
Shares304 from 304
Change0 (0%)
Value$52.0K (-$7.5K)
Filed 2026-10-08
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$51.3K (-$7.4K)
Filed 2026-10-20
Ascentis Independent Advisors
NEW
Shares275
Change+275
Value$47.0K
Filed 2026-11-03
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED
Shares273 from 273
Change0 (0%)
Value$47 (-$53.0K)
Filed 2026-11-02
Blume Capital Management, Inc.
UNCHANGED
Shares255 from 255
Change0 (0%)
Value$43.6K (-$6.3K)
Filed 2026-10-26
Rosenberg Matthew Hamilton
UNCHANGED
Shares248 from 248
Change0 (0%)
Value$42.4K (-$6.1K)
Filed 2026-10-05
Ulland Investment Advisors, LLC
UNCHANGED
Shares245 from 245
Change0 (0%)
Value$42 (-$6)
Filed 2026-10-13
Dhjj Financial Advisors, Ltd.
INCREASED
Shares244 from 243
Change+1 (+0%)
Value$41.7K (-$5.8K)
Filed 2026-10-23
Lanark Financial, Inc.
DECREASED
Shares243 from 329
Change-86 (-26%)
Value$41.5K (-$23.0K)
Filed 2026-10-26
Tower View Wealth Management LLC
INCREASED
Shares236 from 234
Change+2 (+1%)
Value$40.3K (-$5.5K)
Filed 2026-10-23
Salomon & Ludwin, LLC
DECREASED
Shares226 from 236
Change-10 (-4%)
Value$38.6K (-$7.0K)
Filed 2026-10-29
Northstar Asset Management Co
UNCHANGED
Shares225 from 225
Change0 (0%)
Value$40.9K (-$4.0K)
Filed 2026-10-22
John Boyer, Inc.
NEW
Shares216
Change+216
Value$36.9K
Filed 2026-10-27
Ashton Thomas Securities, LLC
UNCHANGED
Shares212 from 212
Change0 (0%)
Value$36.3K (-$5.2K)
Filed 2026-10-26
United Community Bank
UNCHANGED
Shares190 from 190
Change0 (0%)
Value$32.5K (-$4.7K)
Filed 2026-10-28
Physician Wealth Advisors, Inc.
UNCHANGED
Shares183 from 183
Change0 (0%)
Value$31.3K (-$4.5K)
Filed 2026-10-20
Lodestone Wealth Management LLC
NEW
Shares180
Change+180
Value$30.8K
Filed 2026-10-14
Compass Financial Management LLC
DECREASED
Shares179 from 299
Change-120 (-40%)
Value$30.6K (-$27.4K)
Filed 2026-10-30
Bessemer Group Inc
NEW
Shares172
Change+172
Value$29
Filed 2026-11-09
Citizens National Bank Trust Department
DECREASED
Shares152 from 997
Change-845 (-85%)
Value$26.0K (-$169.2K)
Filed 2026-11-04
Evolution Wealth Management Inc.
UNCHANGED
Shares150 from 150
Change0 (0%)
Value$25.7K (-$3.7K)
Filed 2026-10-28
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares148 from 148
Change0 (0%)
Value$25.3K (-$3.7K)
Filed 2026-11-02
Barrett & Company, Inc.
DECREASED
Shares140 from 200
Change-60 (-30%)
Value$23.9K (-$15.2K)
Filed 2026-10-22
Cedar Mountain Advisors, LLC
UNCHANGED
Shares122 from 122
Change0 (0%)
Value$20.9K (-$3.0K)
Filed 2026-10-15
Armstrong Advisory Group, Inc
DECREASED
Shares118 from 123
Change-5 (-4%)
Value$20.2K (-$3.9K)
Filed 2026-10-09
Mainstream Capital Management LLC
NEW
Shares116
Change+116
Value$19.8K
Filed 2026-10-23
Key FInancial Inc
DECREASED
Shares115 from 152
Change-37 (-24%)
Value$19.7K (-$10.1K)
Filed 2026-11-02
TD Private Client Wealth LLC
INCREASED
Shares112 from 75
Change+37 (+49%)
Value$19.2K (+$4.5K)
Filed 2026-10-28
Next Level Wealth Planning, LLC
NEW
Shares106
Change+106
Value$18.1K
Filed 2026-10-29
Clearstead Trust, LLC
UNCHANGED
Shares106 from 106
Change0 (0%)
Value$18.1K (-$2.6K)
Filed 2026-11-06
Rossby Financial, LCC
NEW
Shares104
Change+104
Value$17.8K
Filed 2026-11-05
Vermillion Wealth Management, Inc.
DECREASED
Shares100 from 1,228
Change-1,128 (-92%)
Value$17.1K (-$223.4K)
Filed 2026-10-26
Bfsg, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$17.1K (-$2.5K)
Filed 2026-10-30
First United Bank & Trust
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$15.4K (-$2.2K)
Filed 2026-10-22
Bank of New Hampshire
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$15.4K (-$2.2K)
Filed 2026-10-06
Highland Investment Advisors LLC
UNCHANGED
Shares89 from 89
Change0 (0%)
Value$15.2K (-$2.2K)
Filed 2026-11-09
Parkside Financial Bank & Trust
DECREASED
Shares88 from 114
Change-26 (-23%)
Value$15.0K (-$7.3K)
Filed 2026-10-27
DeDora Capital, Inc.
NEW
Shares85
Change+85
Value$14.5K
Filed 2026-10-26
TD Waterhouse Canada Inc.
DECREASED
Shares78 from 19,012
Change-18,934 (-100%)
Value$13.4K (-$3.7M)
Filed 2026-10-16
Addison Advisors LLC
UNCHANGED
Shares75 from 75
Change0 (0%)
Value$12.8K (-$1.9K)
Filed 2026-11-06
First Pacific Financial
NEW
Shares74
Change+74
Value$12.7K
Filed 2026-10-14
Simplex Trading, LLC
NEW
Shares72
Change+72
Value$12.3K
Filed 2026-11-04
NorthAvenue LLC
INCREASED
Shares66 from 65
Change+1 (+2%)
Value$11.2K (-$1.5K)
Filed 2026-10-29
Asset Dedication, LLC
INCREASED
Shares66 from 65
Change+1 (+2%)
Value$11.2K (-$1.5K)
Filed 2026-11-03
Jnba Financial Advisors
NEW
Shares65
Change+65
Value$11.1K
Filed 2026-11-03
Nfsg Corp
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$10.9K (-$1.6K)
Filed 2026-10-15
Plante Moran Financial Advisors, LLC
UNCHANGED
Shares63 from 63
Change0 (0%)
Value$10.8K (-$1.6K)
Filed 2026-11-04
Community Bank, N.A.
DECREASED
Shares60 from 65
Change-5 (-8%)
Value$10.3K (-$2.5K)
Filed 2026-11-06
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$8.6K (-$1.2K)
Filed 2026-10-30
Markowski Investments
NEW
Shares35
Change+35
Value$6.0K
Filed 2026-10-30
Signature Equity Partners, LLC
INCREASED
Shares31 from 30
Change+1 (+3%)
Value$5.2K (-$714)
Filed 2026-10-29
Adirondack Trust Co
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$5.1K (-$741)
Filed 2026-10-14
Peachtree Investment Partners, LLC
UNCHANGED
Shares30 from 30
Change0 (0%)
Value$5.2K (-$723)
Filed 2026-11-05
Gen-Wealth Partners Inc
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$5.0K (-$717)
Filed 2026-11-04
Provenance Wealth Advisors, LLC
NEW
Shares27
Change+27
Value$4.6K
Filed 2026-10-30
Morton Brown Family Wealth, LLC
DECREASED
Shares27 from 125
Change-98 (-78%)
Value$4.6K (-$19.8K)
Filed 2026-10-23
McCarley & Cook Financial Planners
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$4.6K (-$668)
Filed 2026-10-21
Westside Investment Management, Inc.
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$4.6K (-$668)
Filed 2026-11-02
Buck Wealth Strategies, LLC
INCREASED
Shares24 from 23
Change+1 (+4%)
Value$4.1K (-$398)
Filed 2026-10-28
Hazlett, Burt & Watson, Inc.
UNCHANGED
Shares24 from 24
Change0 (0%)
Value$4 (-$1)
Filed 2026-11-04
William Mack & Associates, Inc.
NEW
Shares21
Change+21
Value$3.6K
Filed 2026-10-27
Bullock Wealth Management Group
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$3.4K (-$430)
Filed 2026-10-09
Horizon Financial Services, LLC
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$3.2K (-$470)
Filed 2026-11-04
West Paces Advisors Inc.
UNCHANGED
Shares17 from 17
Change0 (0%)
Value$2.9K (-$420)
Filed 2026-10-13
DecisionPoint Financial, LLC
NEW
Shares16
Change+16
Value$2.8K
Filed 2026-10-27
Essential Partners LLC
NEW
Shares15
Change+15
Value$2.6K
Filed 2026-10-14
POM Investment Strategies, LLC
NEW
Shares12
Change+12
Value$2.1K
Filed 2026-10-20
Nemes Rush Group LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.7K (-$247)
Filed 2026-11-04
Princeton Global Asset Management LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$1.7K (-$238)
Filed 2026-10-21
Planning Strategies Inc.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$1.2K (-$173)
Filed 2026-10-02
Byrne Asset Management LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$884 (-$115)
Filed 2026-10-06
Strive Financial Group,LLC
NEW
Shares4
Change+4
Value$684
Filed 2026-11-09
First Command Advisory Services, Inc.
NEW
Shares4
Change+4
Value$684
Filed 2026-11-05
Cullen T Bankers, Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$171 (-$25)
Filed 2026-10-28
FFG Retirement Advisors LLC
CLOSED
Shares0 from 16,509
Change-16,509 (-100%)
Value$0 (-$3.2M)
Filed 2026-10-20
Woodward Diversified Capital, LLC
CLOSED
Shares0 from 5,134
Change-5,134 (-100%)
Value$0 (-$1.0M)
Filed 2026-10-21
Saxon Interests, Inc.
CLOSED
Shares0 from 3,622
Change-3,622 (-100%)
Value$0 (-$708.9K)
Filed 2026-10-26
World Equity Group, Inc.
CLOSED
Shares0 from 2,837
Change-2,837 (-100%)
Value$0 (-$555.5K)
Filed 2026-10-14
Fisher Asset Management, LLC
CLOSED
Shares0 from 1,818
Change-1,818 (-100%)
Value$0 (-$355.8K)
Filed 2026-11-06
Investment House LLC
CLOSED
Shares0 from 1,700
Change-1,700 (-100%)
Value$0 (-$332.7K)
Filed 2026-10-21
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 1,700
Change-1,700 (-100%)
Value$0 (-$332.7K)
Filed 2026-10-27
Central Valley Advisors, LLC
CLOSED
Shares0 from 1,673
Change-1,673 (-100%)
Value$0 (-$327.7K)
Filed 2026-10-27
AlphaStar Capital Management, LLC
CLOSED
Shares0 from 1,572
Change-1,572 (-100%)
Value$0 (-$307.7K)
Filed 2026-10-16
Sanchez Gaunt Capital Management, LLC
CLOSED
Shares0 from 1,555
Change-1,555 (-100%)
Value$0 (-$304.4K)
Filed 2026-11-03
RBA Wealth Management, LLC
CLOSED
Shares0 from 1,394
Change-1,394 (-100%)
Value$0 (-$272.9K)
Filed 2026-10-28
Grant Private Wealth Management Inc
CLOSED
Shares0 from 1,242
Change-1,242 (-100%)
Value$0 (-$243.1K)
Filed 2026-10-19
Elevation Point Wealth Partners, LLC
CLOSED
Shares0 from 1,156
Change-1,156 (-100%)
Value$0 (-$226.3K)
Filed 2026-11-05
Fearless Solutions, LLC dba Best Invest
CLOSED
Shares0 from 1,154
Change-1,154 (-100%)
Value$0 (-$225.9K)
Filed 2026-10-14
Carrera Capital Advisors
CLOSED
Shares0 from 1,151
Change-1,151 (-100%)
Value$0 (-$225.2K)
Filed 2026-11-03
Howard Capital Management, LLC
CLOSED
Shares0 from 1,149
Change-1,149 (-100%)
Value$0 (-$224.9K)
Filed 2026-10-16
BCS Wealth Management
CLOSED
Shares0 from 1,145
Change-1,145 (-100%)
Value$0 (-$224.1K)
Filed 2026-11-03
Ellis Investment Partners, LLC
CLOSED
Shares0 from 1,141
Change-1,141 (-100%)
Value$0 (-$223.5K)
Filed 2026-10-21
RCW Management, LLC
CLOSED
Shares0 from 1,132
Change-1,132 (-100%)
Value$0 (-$221.6K)
Filed 2026-10-30
Accurate Wealth Management, LLC
CLOSED
Shares0 from 1,128
Change-1,128 (-100%)
Value$0 (-$221.3K)
Filed 2026-10-20
Sage Financial Group Inc
CLOSED
Shares0 from 1,110
Change-1,110 (-100%)
Value$0 (-$217.3K)
Filed 2026-10-27
Wedbush Securities Inc
CLOSED
Shares0 from 1,090
Change-1,090 (-100%)
Value$0 (-$213.0K)
Filed 2026-10-22
Arrien Investments, Inc.
CLOSED
Shares0 from 1,076
Change-1,076 (-100%)
Value$0 (-$210.6K)
Filed 2026-10-30
Massachusetts Wealth Management
CLOSED
Shares0 from 1,075
Change-1,075 (-100%)
Value$0 (-$210.4K)
Filed 2026-10-21
Goelzer Investment Management, Inc.
CLOSED
Shares0 from 1,057
Change-1,057 (-100%)
Value$0 (-$206.9K)
Filed 2026-10-16
Fortis Capital Advisors, LLC
CLOSED
Shares0 from 1,045
Change-1,045 (-100%)
Value$0 (-$204.6K)
Filed 2026-11-09
Belpointe Asset Management LLC
CLOSED
Shares0 from 1,045
Change-1,045 (-100%)
Value$0 (-$204.6K)
Filed 2026-11-09
Guardian Capital, LLC
CLOSED
Shares0 from 1,043
Change-1,043 (-100%)
Value$0 (-$204.1K)
Filed 2026-11-06
Plancorp, LLC
CLOSED
Shares0 from 1,035
Change-1,035 (-100%)
Value$0 (-$204.4K)
Filed 2026-11-03
Independent Wealth Network Inc.
CLOSED
Shares0 from 1,026
Change-1,026 (-100%)
Value$0 (-$200.8K)
Filed 2026-10-19
Family Investment Center, Inc.
CLOSED
Shares0 from 1,024
Change-1,024 (-100%)
Value$0 (-$200.4K)
Filed 2026-10-19
Virtue Capital Management, LLC
CLOSED
Shares0 from 1,022
Change-1,022 (-100%)
Value$0 (-$200.0K)
Filed 2026-10-29
AdvisorNet Financial, Inc
CLOSED
Shares0 from 537
Change-537 (-100%)
Value$0 (-$105.0K)
Filed 2026-10-15
Salem Investment Counselors Inc
CLOSED
Shares0 from 326
Change-326 (-100%)
Value$0 (-$63.8K)
Filed 2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED
Shares0 from 170
Change-170 (-100%)
Value$0 (-$33.3K)
Filed 2026-10-14
Fairway Wealth LLC
CLOSED
Shares0 from 60
Change-60 (-100%)
Value$0 (-$11.7K)
Filed 2026-10-30
Cornerstone Planning Group LLC
CLOSED
Shares0 from 21
Change-21 (-100%)
Value$0 (-$4.2K)
Filed 2026-10-16
LifeSteps Financial, Inc.
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$3.9K)
Filed 2026-10-15
Gill Capital Partners, LLC
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$3.3K)
Filed 2026-10-13
Mountain Hill Investment Partners Corp.
CLOSED
Shares0 from 12
Change-12 (-100%)
Value$0 (-$2.4K)
Filed 2026-10-23
Noble Wealth Management PBC
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$2.2K)
Filed 2026-10-01
Atwood & Palmer Inc
CLOSED
Shares0 from 5
Change-5 (-100%)
Value$0 (-$979)
Filed 2026-10-08
Obsidian CIO, LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$394)
Filed 2026-11-05
Arvest Investments, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-10-21
Great Lakes Advisors, LLC
DECREASED
Shares0 from 2
Change-2 (-100%)
Value$79 (-$275)
Filed 2026-11-06
Valley Wealth Managers, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$49 (-$7)
Filed 2026-10-09
Morgan Stanley
N/A
Shares— from 1,210,206
Change-1,210,206 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,066,820
Change-1,066,820 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 740,507
Change-740,507 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 510,296
Change-510,296 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 509,148
Change-509,148 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 412,786
Change-412,786 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 339,096
Change-339,096 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 318,192
Change-318,192 (-100%)
Value—
UBS Group AG
N/A
Shares— from 316,099
Change-316,099 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 293,593
Change-293,593 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 247,584
Change-247,584 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 207,697
Change-207,697 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 199,122
Change-199,122 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 186,391
Change-186,391 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 168,766
Change-168,766 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 155,280
Change-155,280 (-100%)
Value—
Nan Shan Life Insurance Co., Ltd.
N/A
Shares— from 150,369
Change-150,369 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 124,338
Change-124,338 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 104,159
Change-104,159 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 104,058
Change-104,058 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 83,344
Change-83,344 (-100%)
Value—
Unconventional Investor, LLC
N/A
Shares— from 79,370
Change-79,370 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 63,292
Change-63,292 (-100%)
Value—
Blair William & Co
N/A
Shares— from 59,265
Change-59,265 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 59,153
Change-59,153 (-100%)
Value—
American Investment Services, Inc.
N/A
Shares— from 55,147
Change-55,147 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 53,620
Change-53,620 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 50,838
Change-50,838 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 47,855
Change-47,855 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 46,171
Change-46,171 (-100%)
Value—
Greenline Partners, LLC
N/A
Shares— from 44,037
Change-44,037 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 43,979
Change-43,979 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 41,908
Change-41,908 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 40,582
Change-40,582 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 33,513
Change-33,513 (-100%)
Value—
Quadrature Capital Ltd
N/A
Shares— from 32,779
Change-32,779 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 29,950
Change-29,950 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 27,918
Change-27,918 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 27,728
Change-27,728 (-100%)
Value—
Bard Associates Inc
N/A
Shares— from 27,133
Change-27,133 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 27,014
Change-27,014 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 25,000
Change-25,000 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 24,102
Change-24,102 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 23,736
Change-23,736 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 23,185
Change-23,185 (-100%)
Value—
Legacy Financial Group LLC
N/A
Shares— from 22,171
Change-22,171 (-100%)
Value—
FMR LLC
N/A
Shares— from 22,076
Change-22,076 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 21,102
Change-21,102 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 21,042
Change-21,042 (-100%)
Value—
Aspire Capital Advisors LLC
N/A
Shares— from 20,021
Change-20,021 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 19,258
Change-19,258 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 19,087
Change-19,087 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 19,079
Change-19,079 (-100%)
Value—
O'rourke & Company, Inc
N/A
Shares— from 18,041
Change-18,041 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 18,020
Change-18,020 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 16,805
Change-16,805 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 16,802
Change-16,802 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 16,569
Change-16,569 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 15,748
Change-15,748 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 15,618
Change-15,618 (-100%)
Value—
&partners
N/A
Shares— from 15,383
Change-15,383 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 15,379
Change-15,379 (-100%)
Value—
Banque Cantonale Vaudoise
N/A
Shares— from 15,242
Change-15,242 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 14,985
Change-14,985 (-100%)
Value—
Dougherty & Associates, LLC
N/A
Shares— from 14,896
Change-14,896 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 14,700
Change-14,700 (-100%)
Value—
Glassy Mountain Advisors, Inc.
N/A
Shares— from 14,320
Change-14,320 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 13,883
Change-13,883 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 13,755
Change-13,755 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 13,624
Change-13,624 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 13,498
Change-13,498 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 13,138
Change-13,138 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 12,003
Change-12,003 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 11,947
Change-11,947 (-100%)
Value—
Adams Wealth Management
N/A
Shares— from 11,799
Change-11,799 (-100%)
Value—
CacheTech Inc.
N/A
Shares— from 11,799
Change-11,799 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 11,000
Change-11,000 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 10,958
Change-10,958 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 10,445
Change-10,445 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 10,341
Change-10,341 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 9,609
Change-9,609 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 9,141
Change-9,141 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 8,722
Change-8,722 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 8,386
Change-8,386 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 8,227
Change-8,227 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 8,158
Change-8,158 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 7,895
Change-7,895 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 7,746
Change-7,746 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 7,527
Change-7,527 (-100%)
Value—
Independent Family Office, LLC
N/A
Shares— from 7,450
Change-7,450 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 7,180
Change-7,180 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 7,062
Change-7,062 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 7,016
Change-7,016 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 6,813
Change-6,813 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 6,813
Change-6,813 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 6,657
Change-6,657 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 6,401
Change-6,401 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
Novak & Powell Financial Services, Inc.
N/A
Shares— from 5,954
Change-5,954 (-100%)
Value—
Mittelman Wealth Management
N/A
Shares— from 5,623
Change-5,623 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 5,455
Change-5,455 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 5,450
Change-5,450 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 5,409
Change-5,409 (-100%)
Value—
Fort Sheridan Advisors LLC
N/A
Shares— from 5,390
Change-5,390 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 5,388
Change-5,388 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 5,213
Change-5,213 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 5,179
Change-5,179 (-100%)
Value—
American Trust
N/A
Shares— from 5,155
Change-5,155 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 4,901
Change-4,901 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 4,835
Change-4,835 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 4,799
Change-4,799 (-100%)
Value—
V2 Financial group LLC
N/A
Shares— from 4,700
Change-4,700 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 4,689
Change-4,689 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 4,646
Change-4,646 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 4,529
Change-4,529 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 4,489
Change-4,489 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 4,484
Change-4,484 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 4,420
Change-4,420 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 4,382
Change-4,382 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 4,301
Change-4,301 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 4,159
Change-4,159 (-100%)
Value—
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A
Shares— from 4,123
Change-4,123 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 4,108
Change-4,108 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 4,007
Change-4,007 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 3,881
Change-3,881 (-100%)
Value—
LOM Asset Management Ltd
N/A
Shares— from 3,780
Change-3,780 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 3,768
Change-3,768 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 3,689
Change-3,689 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 3,675
Change-3,675 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 3,589
Change-3,589 (-100%)
Value—
Silver Coast Investments LLC
N/A
Shares— from 3,548
Change-3,548 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 3,496
Change-3,496 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 3,377
Change-3,377 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 3,349
Change-3,349 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 3,310
Change-3,310 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 3,269
Change-3,269 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 3,253
Change-3,253 (-100%)
Value—
Rathbones Group PLC
N/A
Shares— from 3,250
Change-3,250 (-100%)
Value—
First Commonwealth Financial Corp
N/A
Shares— from 3,149
Change-3,149 (-100%)
Value—
Investor's Fiduciary Advisor Network, LLC
N/A
Shares— from 3,116
Change-3,116 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 3,099
Change-3,099 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 3,049
Change-3,049 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 3,034
Change-3,034 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 2,911
Change-2,911 (-100%)
Value—
Northstar Group, Inc.
N/A
Shares— from 2,870
Change-2,870 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 2,838
Change-2,838 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 2,756
Change-2,756 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 2,754
Change-2,754 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 2,723
Change-2,723 (-100%)
Value—
Colter Lewis Investment Partners LLC
N/A
Shares— from 2,700
Change-2,700 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 2,662
Change-2,662 (-100%)
Value—
Aspen Wealth Strategies, LLC
N/A
Shares— from 2,655
Change-2,655 (-100%)
Value—
Xcelsior Advisor Partners LLC
N/A
Shares— from 2,588
Change-2,588 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 2,554
Change-2,554 (-100%)
Value—
First Manhattan Co. Llc.
N/A
Shares— from 2,501
Change-2,501 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Clarendon Private LLC
N/A
Shares— from 2,495
Change-2,495 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 2,414
Change-2,414 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 2,401
Change-2,401 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 2,394
Change-2,394 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,380
Change-2,380 (-100%)
Value—
Sharp Wealth Advisory, LLC
N/A
Shares— from 2,375
Change-2,375 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 2,330
Change-2,330 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 2,312
Change-2,312 (-100%)
Value—
Everstar Asset Management, LLC
N/A
Shares— from 2,300
Change-2,300 (-100%)
Value—
Innovative Asset Advisors Group, LLC
N/A
Shares— from 2,279
Change-2,279 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 2,260
Change-2,260 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 2,247
Change-2,247 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 2,236
Change-2,236 (-100%)
Value—
Zevin Asset Management LLC
N/A
Shares— from 2,189
Change-2,189 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 2,138
Change-2,138 (-100%)
Value—
Houlihan Financial Resource Group, Ltd.
N/A
Shares— from 2,134
Change-2,134 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 2,131
Change-2,131 (-100%)
Value—
WNY Asset Management, LLC
N/A
Shares— from 2,118
Change-2,118 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 2,087
Change-2,087 (-100%)
Value—
Caitlin John, LLC
N/A
Shares— from 2,081
Change-2,081 (-100%)
Value—
Simmons Bank
N/A
Shares— from 2,055
Change-2,055 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 2,047
Change-2,047 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 1,898
Change-1,898 (-100%)
Value—
Ellenbecker Investment Group
N/A
Shares— from 1,864
Change-1,864 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,857
Change-1,857 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 1,803
Change-1,803 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 1,785
Change-1,785 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,756
Change-1,756 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Van Hulzen Asset Management, LLC
N/A
Shares— from 1,744
Change-1,744 (-100%)
Value—
Tyche Wealth Partners LLC
N/A
Shares— from 1,659
Change-1,659 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 1,646
Change-1,646 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 1,645
Change-1,645 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 1,645
Change-1,645 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 1,635
Change-1,635 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 1,615
Change-1,615 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 1,568
Change-1,568 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 1,563
Change-1,563 (-100%)
Value—
Tradewinds, Llc.
N/A
Shares— from 1,556
Change-1,556 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 1,532
Change-1,532 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 1,522
Change-1,522 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 1,444
Change-1,444 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 1,399
Change-1,399 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 1,391
Change-1,391 (-100%)
Value—
Orcam Financial Group
N/A
Shares— from 1,376
Change-1,376 (-100%)
Value—
JMG Financial Group, Ltd.
N/A
Shares— from 1,342
Change-1,342 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 1,334
Change-1,334 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 1,330
Change-1,330 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 1,323
Change-1,323 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 1,319
Change-1,319 (-100%)
Value—
Two Sigma Securities, LLC
N/A
Shares— from 1,289
Change-1,289 (-100%)
Value—
Christine Messmer PC
N/A
Shares— from 1,279
Change-1,279 (-100%)
Value—
Anchor Bay Capital, Inc.
N/A
Shares— from 1,278
Change-1,278 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 1,272
Change-1,272 (-100%)
Value—
Invst, LLC
N/A
Shares— from 1,240
Change-1,240 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 1,211
Change-1,211 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 1,204
Change-1,204 (-100%)
Value—
Nova Wealth Management, Inc.
N/A
Shares— from 1,202
Change-1,202 (-100%)
Value—
Kirkwood Financial Services
N/A
Shares— from 1,172
Change-1,172 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 1,170
Change-1,170 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 1,143
Change-1,143 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 1,106
Change-1,106 (-100%)
Value—
Trustco Bank Corp N Y
N/A
Shares— from 1,097
Change-1,097 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 1,096
Change-1,096 (-100%)
Value—
Bolthouse Investments, LLC
N/A
Shares— from 1,077
Change-1,077 (-100%)
Value—
Chicago Wealth Management, Inc.
N/A
Shares— from 1,066
Change-1,066 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 1,035
Change-1,035 (-100%)
Value—
First American Trust, FSB
N/A
Shares— from 1,024
Change-1,024 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 1,001
Change-1,001 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 959
Change-959 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 748
Change-748 (-100%)
Value—
Avalon Trust Co
N/A
Shares— from 700
Change-700 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 645
Change-645 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 604
Change-604 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 591
Change-591 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 576
Change-576 (-100%)
Value—
Bellevue Asset Management, LLC
N/A
Shares— from 530
Change-530 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 520
Change-520 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 462
Change-462 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 460
Change-460 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 445
Change-445 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 420
Change-420 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 419
Change-419 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 406
Change-406 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 345
Change-345 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 334
Change-334 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 310
Change-310 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 250
Change-250 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 244
Change-244 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 208
Change-208 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 202
Change-202 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 175
Change-175 (-100%)
Value—
VAN DEN Berg Management I, Inc
N/A
Shares— from 162
Change-162 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 157
Change-157 (-100%)
Value—
Leo H. Evart, Inc.
N/A
Shares— from 147
Change-147 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 146
Change-146 (-100%)
Value—
Minot DeBlois Advisors LLC
N/A
Shares— from 136
Change-136 (-100%)
Value—
Twin Lakes Capital Management, LLC
N/A
Shares— from 136
Change-136 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 127
Change-127 (-100%)
Value—
Imprint Wealth LLC
N/A
Shares— from 121
Change-121 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 121
Change-121 (-100%)
Value—
Kerr Financial Planning Corp
N/A
Shares— from 100
Change-100 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 100
Change-100 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 100
Change-100 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 96
Change-96 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 89
Change-89 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 76
Change-76 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 68
Change-68 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 67
Change-67 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 55
Change-55 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 51
Change-51 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 50
Change-50 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 42
Change-42 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 40
Change-40 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 39
Change-39 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 32
Change-32 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 19
Change-19 (-100%)
Value—
Nalls Sherbakoff Group, LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 15
Change-15 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 12
Change-12 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 10
Change-10 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 7
Change-7 (-100%)
Value—
Tiaa Trust, National Association
N/A
Shares— from 4
Change-4 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
LPL Financial LLC
INCREASED913,438910,692+2,746+0%$178.2M$156.2M-$22.1M2026-11-06
Beacon Capital Management, Inc.
DECREASED321,777457,116-135,339-30%$89.5M$55.0M-$34.4M2026-10-13
Commonwealth Equity Services, LLC
DECREASED155,331179,111-23,780-13%$35.1M$26.6M-$8.5M2026-11-02
Creative Financial Designs Inc
INCREASED126,441109,863+16,578+15%$21.5M$21.6M+$117.8K2026-11-04
Cambridge Investment Research Advisors, Inc.
DECREASED105,327109,373-4,046-4%$21.4M$18.0K-$21.4M2026-11-02
Allied Investment Advisors, LLC
INCREASED94,01091,546+2,464+3%$17.9M$16.1M-$1.8M2026-10-13
Patriot Investment Management Group, Inc.
DECREASED88,92690,467-1,541-2%$17.7M$15.2M-$2.5M2026-10-15
Lido Advisors, LLC
INCREASED85,72576,673+9,052+12%$15.0M$14.7M-$348.2K2026-11-04
Nelson Capital Management, LLC
DECREASED60,30261,096-794-1%$12.0M$10.3M-$1.6M2026-11-09
Porter White Investment Advisors, Inc.
INCREASED59,25828,323+30,935+109%$5.5M$10.1M+$4.6M2026-10-14
Truist Financial Corp
INCREASED55,40253,532+1,870+3%$10.5M$9.5M-$1.0M2026-10-30
PNC Financial Services Group, Inc.
DECREASED53,17153,732-561-1%$10.5M$9.1M-$1.4M2026-11-06
Harbour Investments, Inc.
DECREASED46,56350,755-4,192-8%$9.9M$8.0M-$2.0M2026-11-09
Kestra Advisory Services, LLC
INCREASED40,82628,435+12,391+44%$5.6M$7.0M+$1.4M2026-11-02
KCM Investment Advisors LLC
DECREASED35,30435,355-510%$6.9M$6.0M-$883.1K2026-10-27
Farther Finance Advisors, LLC
INCREASED34,64732,181+2,466+8%$6.3M$5.9M-$374.3K2026-10-08
Econ Financial Services Corp
NEW34,418—+34,418——$5.9M—2026-10-19
Bryn Mawr Trust Advisors, LLC
DECREASED30,79131,426-635-2%$6.2M$5.3M-$885.8K2026-11-04
Apollon Financial, LLC
INCREASED30,07528,156+1,919+7%$5.5M$5.1M-$368.2K2026-10-23
Creative Planning
DECREASED29,02534,367-5,342-16%$6.7M$5.0M-$1.8M2026-11-02
David Kennon Inc
INCREASED27,76127,602+159+1%$5.4M$4.7M-$655.5K2026-10-13
Moss Adams Wealth Advisors LLC
INCREASED26,91325,569+1,344+5%$5.0M$4.6M-$402.5K2026-10-28
Wealth Enhancement Advisory Services, LLC
INCREASED25,93625,624+312+1%$5.0M$4.6M-$417.4K2026-10-13
MRA Advisory Group
INCREASED25,24424,168+1,076+4%$4.7M$4.3M-$413.6K2026-10-07
New England Private Wealth Advisors LLC
INCREASED24,52124,515+6+0%$4.8M$4.2M-$611.1K2026-10-19
Fifth Third Securities, Inc.
INCREASED24,30310,785+13,518+125%$2.1M$4.2M+$2.0M2026-10-21
Atria Investments, Inc
DECREASED22,74231,547-8,805-28%$6.2M$3.9M-$2.3M2026-10-15
Fifth Third Bancorp
INCREASED22,70721,505+1,202+6%$4.2M$3.9M-$326.1K2026-11-05
Dmkc Advisory Services, LLC
INCREASED22,30322,180+123+1%$4.3M$3.8M-$527.3K2026-11-04
J.W. Cole Advisors, Inc.
INCREASED22,06719,331+2,736+14%$3.8M$3.8M-$10.1K2026-11-05
IFP Advisors, Inc
INCREASED20,39315,520+4,873+31%$3.0M$3.5M+$449.5K2026-10-16
Wilmington Savings Fund Society, FSB
UNCHANGED20,20720,20700%$4.0M$3.5M-$499.7K2026-10-23
Capital Investment Advisory Services, LLC
INCREASED20,02219,467+555+3%$3.8M$3.4M-$386.7K2026-10-30
Royal Fund Management, LLC
INCREASED19,99518,041+1,954+11%$3.5M$3.4M-$112.0K2026-10-22
Strengthening Families & Communities, LLC
INCREASED19,99519,381+614+3%$3.8M$3.4M-$374.3K2026-10-21
Inlight Wealth Management, LLC
NEW19,993—+19,993——$3.4M—2026-10-21
White Lighthouse Investment Management Inc.
INCREASED19,47617,610+1,866+11%$3.4M$3.3M-$116.5K2026-10-21
StoneX Group Inc.
INCREASED18,96912,902+6,067+47%$2.5M$3.3M+$798.6K2026-11-03
Sterling Investment Advisors, Ltd.
UNCHANGED18,83218,83200%$3.7M$3.2M-$465.7K2026-10-27
Praetorian Wealth Management, Inc.
INCREASED18,20117,784+417+2%$3.5M$3.1M-$368.5K2026-10-16
Ariston Services Group
UNCHANGED18,13718,13700%$3.5M$3.1M-$448.5K2026-10-16
Wealthfront Advisers LLC
INCREASED18,0989,886+8,212+83%$1.9M$3.1M+$1.2M2026-11-09
Reality Financial Planning Services, LLC
DECREASED17,43517,460-250%$3.4M$3.0M-$436.1K2026-11-03
Pinnacle Wealth Management Group, Inc.
INCREASED17,06116,697+364+2%$3.3M$2.9M-$350.7K2026-10-15
MGO One Seven LLC
INCREASED16,17815,782+396+3%$3.1M$2.8M-$322.6K2026-10-28
IFG Advisory, LLC
DECREASED16,10429,727-13,623-46%$5.8M$2.8M-$3.1M2026-11-09
International Assets Investment Management, LLC
DECREASED14,61115,702-1,091-7%$3.0M$2.5M-$524.5K2026-11-02
Verdence Capital Advisors LLC
NEW13,873—+13,873——$2.4M—2026-10-26
Independent Financial Group, LLC
DECREASED13,67315,513-1,840-12%$3.0M$2.3M-$698.3K2026-10-13
Brookstone Capital Management
INCREASED13,61513,402+213+2%$2.6M$2.3M-$294.9K2026-10-22
CoreCap Advisors, LLC
INCREASED13,30511,460+1,845+16%$2.2M$2.3M+$32.1K2026-10-08
Blueprint Investment Partners LLC
DECREASED13,14214,392-1,250-9%$2.8M$2.2M-$569.7K2026-10-28
Blueprint Financial Advisors LLC
DECREASED13,07814,328-1,250-9%$2.8M$2.2M-$568.2K2026-10-28
MassMutual Private Wealth & Trust, FSB
DECREASED12,67513,292-617-5%$2.6M$2.2M-$434.2K2026-10-05
Dumont & Blake Investment Advisors LLC
INCREASED12,22012,087+133+1%$2.4M$2.1M-$276.2K2026-10-28
Raab & Moskowitz Asset Management LLC
DECREASED12,11512,202-87-1%$2.4M$2.1M-$316.6K2026-11-02
Concurrent Investment Advisors, LLC
INCREASED11,7086,693+5,015+75%$1.3M$2.0M+$692.0K2026-10-16
Flagstar Securities, Inc
INCREASED11,57911,454+125+1%$2.2M$2.0M-$262.1K2026-10-15
Joel Isaacson & Co., LLC
INCREASED11,45111,435+16+0%$2.2M$2.0M-$280.0K2026-11-05
WBH Advisory Inc
DECREASED11,33811,726-388-3%$2.3M$1.9M-$356.4K2026-11-05
Sulzberger Capital Advisors, Inc.
INCREASED11,1647,949+3,215+40%$1.6M$1.9M+$353.2K2026-10-20
Bigelow Investment Advisors, LLC
DECREASED11,02211,035-130%$2.2M$1.9M-$275.1K2026-10-13
Accel Wealth Management
INCREASED10,79310,764+29+0%$2.1M$1.8M-$261.3K2026-10-13
Guidance Point Advisors, LLC
DECREASED10,57910,731-152-1%$2.1M$1.8M-$292.2K2026-10-15
Choreo, LLC
INCREASED10,4894,921+5,568+113%$963.2K$1.8M+$830.4K2026-10-28
Elser Financial Planning, Inc
NEW10,422—+10,422——$771.3K—2026-10-16
Sigma Planning Corp
INCREASED10,3859,960+425+4%$1.9M$1.8M-$161.6K2026-10-23
Altfest L J & Co Inc
DECREASED10,21811,202-984-9%$2.2M$1.7M-$445.2K2026-10-27
Castle Rock Wealth Management, LLC
DECREASED9,91310,246-333-3%$2.0M$1.8M-$215.1K2026-10-09
Transce3nd, LLC
INCREASED9,7302+9,728+486400%$392$1.8M+$1.8M2026-10-26
Compass Ion Advisors, LLC
UNCHANGED9,2019,20100%$1.8M$1.6M-$227.5K2026-10-23
Sharper & Granite LLC
DECREASED9,0789,651-573-6%$1.9M$1.8M-$90.3K2026-11-02
Citigroup Inc
INCREASED8,8847,786+1,098+14%$1.5M$1.5M-$4.9K2026-11-04
Oppenheimer & Co Inc
DECREASED8,86310,663-1,800-17%$2.1M$1.5M-$571.5K2026-10-26
Glass Jacobson Investment Advisors llc
DECREASED8,6018,701-100-1%$1.7M$1.5M-$232.2K2026-10-26
Visionary Wealth Advisors
DECREASED8,45313,310-4,857-36%$2.6M$1.4M-$1.2M2026-11-04
SAX Wealth Advisors, LLC
INCREASED8,3268,013+313+4%$1.6M$1.4M-$164.0K2026-10-13
First Bancorp, Inc
DECREASED8,2238,331-108-1%$1.6M$1.4M-$224.5K2026-10-26
Retirement Planning Group, LLC
DECREASED8,14126,991-18,850-70%$5.3M$1.4M-$3.9M2026-10-19
Assetmark, Inc
DECREASED8,04710,615-2,568-24%$2.1M$1.4M-$701.6K2026-10-21
Founders Grove Wealth Partners, LLC
INCREASED7,9717,821+150+2%$1.5M$1.4M-$167.8K2026-10-16
Calder Financial LLC
DECREASED7,8857,899-140%$1.5M$1.3M-$197.8K2026-10-13
Kennedy Investment Group, Inc.
INCREASED7,7497,730+19+0%$1.5M$1.3M-$187.9K2026-10-21
Carl P. Sherr & Co., LLC
INCREASED7,6437,636+7+0%$1.5M$1.3M-$187.7K2026-11-06
Heritage Trust Co
DECREASED7,4747,664-190-2%$1.5M$1.3M-$222.0K2026-11-09
AlphaCore Capital LLC
DECREASED7,4567,770-314-4%$1.5M$1.3M-$245.9K2026-11-04
Wall Street Financial Group, Inc.
DECREASED7,3007,363-63-1%$1.4M$1.2M-$192.9K2026-11-09
Central Trust Co
DECREASED7,1347,759-625-8%$1.5M$1.2M-$298.8K2026-11-05
Bailard, Inc.
DECREASED6,7857,288-503-7%$1.4M$1.2M-$266.2K2026-10-13
LifeGoal Investments, LLC
NEW6,616—+6,616——$1.1M—2026-10-09
Laurel OAK Wealth Management, LLC
DECREASED6,5216,739-218-3%$1.3M$1.1M-$203.9K2026-10-19
Steel Grove Capital Advisors, LLC
UNCHANGED6,4606,46000%$1.3M$1.1M-$159.8K2026-10-13
Bluesphere Advisors LLC
DECREASED6,1876,698-511-8%$1.3M$1.1M-$253.1K2026-10-19
Baker Ellis Asset Management LLC
UNCHANGED6,0306,03000%$1.2M$1.0M-$149.1K2026-10-14
Maltin Wealth Management, Inc.
INCREASED5,9515,909+42+1%$1.2M$1.0M-$139.1K2026-10-13
North Forty Two & Co.
INCREASED5,9255,875+50+1%$1.1M$1.0M-$136.7K2026-10-19
Old Second National Bank of Aurora
DECREASED5,8796,118-239-4%$1.2M$1.0M-$192.2K2026-10-22
Bonfire Financial
DECREASED5,8706,004-134-2%$1.2M$1.0M-$171.0K2026-11-06
Altiora Financial Group, LLC
UNCHANGED5,6505,65000%$1.1M$966.2K-$139.7K2026-11-04
Piscataqua Savings Bank
DECREASED5,6455,910-265-4%$1.2M$965.3K-$191.4K2026-10-21
Ignite Planners, LLC
INCREASED5,5955,382+213+4%$1.1M$956.8K-$96.4K2026-10-14
Savant Capital, LLC
DECREASED5,5756,798-1,223-18%$1.3M$953.3K-$378.9K2026-11-06
City State Bank
DECREASED5,4446,942-1,498-22%$1.4M$930.9K-$427.8K2026-10-20
CX Institutional
INCREASED5,3715,191+180+3%$1.0K$919-$972026-10-02
Silverlake Wealth Management LLC
DECREASED5,3205,617-297-5%$1.1M$909.7K-$189.7K2026-10-21
Tranquility Partners, LLC
DECREASED5,3135,409-96-2%$1.1M$908.6K-$150.1K2026-10-20
PFG Advisors
DECREASED5,1635,512-349-6%$1.1M$883.0K-$195.9K2026-10-16
Merit Financial Group, LLC
INCREASED5,0894,974+115+2%$973.4K$870.2K-$103.2K2026-11-06
Camelot Portfolios, LLC
INCREASED5,0554,966+89+2%$972.0K$864.4K-$107.6K2026-11-09
Winebrenner Capital Management LLC
DECREASED5,0065,019-130%$982.3K$856.1K-$126.2K2026-10-07
First Heartland Consultants, Inc.
INCREASED4,9734,781+192+4%$935.7K$850.4K-$85.3K2026-10-08
Freestone Capital Holdings, LLC
DECREASED4,9615,327-366-7%$1.0M$848.3K-$194.3K2026-11-09
US Bancorp \de\
INCREASED4,9532,868+2,085+73%$561.4K$847.0K+$285.6K2026-11-05
Allworth Financial LP
INCREASED4,9384,251+687+16%$832.1K$966.5K+$134.4K2026-11-06
Gibraltar Capital Management, Inc.
INCREASED4,8844,805+79+2%$940.5K$835.2K-$105.3K2026-10-27
Bank of New York Mellon Corp
NEW4,796—+4,796——$820.2K—2026-11-05
McAdam, LLC
INCREASED4,6584,595+63+1%$899.3K$796.5K-$102.9K2026-10-21
Bank of Montreal
DECREASED4,62512,374-7,749-63%$2.4M$790.9K-$1.6M2026-11-09
Csenge Advisory Group
INCREASED4,5952,514+2,081+83%$492.1K$785.8K+$293.7K2026-11-04
SBI Securities Co., Ltd.
DECREASED4,5544,665-111-2%$913.1K$778.7K-$134.3K2026-10-22
Park Avenue Securities LLC
INCREASED4,5383,829+709+19%$750.0K$776-$749.2K2026-10-26
Christensen, King & Associates Investment Services, Inc.
INCREASED4,5254,174+351+8%$817.0K$773.8K-$43.1K2026-10-22
Spire Wealth Management
DECREASED4,4044,571-167-4%$894.7K$753.0K-$141.7K2026-10-30
Crusonia Wealth Advisors LLC
DECREASED4,3044,448-144-3%$870.7K$736.1K-$134.6K2026-10-26
Valeo Financial Advisors, LLC
DECREASED4,2704,568-298-7%$894.2K$730.2K-$164.0K2026-10-08
First Financial Corp
INCREASED4,2393,945+294+7%$772.2K$724.9K-$47.3K2026-10-13
Money Concepts Capital Corp
INCREASED4,1674,002+165+4%$783.4K$712.5K-$70.8K2026-11-06
Foster Group, Inc.
INCREASED4,1573,959+198+5%$774.8K$710.8K-$64.0K2026-10-13
Investment Advisory Services Inc
UNCHANGED4,1084,10800%$804.0K$702.4K-$101.6K2026-10-27
Connecticut Wealth Management, LLC
DECREASED4,0616,177-2,116-34%$1.2M$694.5K-$514.6K2026-10-13
Simplicity Wealth,LLC
NEW3,886—+3,886——$664.4K—2026-10-23
Focus Financial Network, Inc.
DECREASED3,8724,601-729-16%$900.5K$662.1K-$238.4K2026-10-14
Kestra Private Wealth Services, LLC
DECREASED3,8605,193-1,333-26%$1.0M$660.1K-$356.3K2026-11-06
Asset One Wealth Management LLC
INCREASED3,8203,768+52+1%$737.0K$653.2K-$83.9K2026-11-02
Prospera Financial Services Inc
INCREASED3,8043,739+65+2%$732.7K$714.7K-$18.0K2026-11-04
Investment Planning Advisors, Inc.
INCREASED3,7953,573+222+6%$699.3K$649.0K-$50.3K2026-10-14
Creekside Partners
INCREASED3,7843,781+3+0%$740.1K$647.1K-$93.1K2026-11-04
RFG Advisory, LLC
DECREASED3,7696,027-2,258-37%$1.2M$644.6K-$535.1K2026-11-03
Kesler, Norman & Wride, LLC
DECREASED3,7293,809-80-2%$745.5K$637.7K-$107.8K2026-11-06
Prime Capital Investment Advisors, LLC
DECREASED3,6704,180-510-12%$818.2K$627.6K-$190.6K2026-10-20
Wealthcare Advisory Partners LLC
DECREASED3,6393,641-20%$712.7K$622.3K-$90.4K2026-10-21
BOS Asset Management, LLC
UNCHANGED3,6243,62400%$709.3K$619.7K-$89.6K2026-10-09
Meridian Wealth Management, LLC
UNCHANGED3,6173,61700%$708.0K$618.5K-$89.4K2026-11-05
River Street Advisors LLC
DECREASED3,6113,651-40-1%$714.5K$617.4K-$97.1K2026-10-22
Evolution Wealth Advisors, LLC
NEW3,524—+3,524——$602.6K—2026-11-03
Evanson Financial, LLC
UNCHANGED3,5013,50100%$685.2K$598.6K-$86.6K2026-10-23
Nilsine Partners, LLC
NEW3,400—+3,400——$581.4K—2026-11-02
Sweeney & Michel, LLC
DECREASED3,3724,669-1,297-28%$881.8K$576.6K-$305.2K2026-10-16
Seamount Financial Group Inc
DECREASED3,3093,508-199-6%$686.5K$565.9K-$120.7K2026-10-21
Signal Advisors Wealth, LLC
INCREASED3,3031,350+1,953+145%$264.2K$564.8K+$300.7K2026-10-13
Partners Wealth Management, LLC
NEW3,300—+3,300——$564.2K—2026-10-28
AMG National Trust Bank
NEW3,220—+3,220——$550.6K—2026-11-05
Conrad Siegel Investment Advisors, Inc.
INCREASED3,1953,184+11+0%$623.2K$546.3K-$76.9K2026-10-08
Hegarty Advisors, LLC
INCREASED3,1602,168+992+46%$424.3K$540.3K+$116.0K2026-10-20
Geneos Wealth Management Inc.
INCREASED3,1512,949+202+7%$577.2K$538.8K-$38.3K2026-11-09
Signature Estate & Investment Advisors LLC
INCREASED3,1493,123+26+1%$611.3K$538.5K-$72.8K2026-10-13
Matrix Trust Co
DECREASED3,1383,723-585-16%$729$537-$1922026-10-07
National Wealth Management Group, LLC
DECREASED3,0913,108-17-1%$608.4K$528.6K-$79.9K2026-10-26
Sovran Advisors, LLC
INCREASED3,0812,493+588+24%$489.3K$574.2K+$85.0K2026-11-02
Valmark Advisers, Inc.
DECREASED3,0803,231-151-5%$632.4K$526.7K-$105.7K2026-11-06
Park National Corp
DECREASED3,0553,188-133-4%$624.0K$522.4K-$101.6K2026-10-05
Archford Capital Strategies, LLC
INCREASED3,0152,993+22+1%$585.7K$515.5K-$70.2K2026-10-19
Axxcess Wealth Management, LLC
DECREASED3,0013,888-887-23%$761.0K$513.2K-$247.8K2026-10-21
Uptown Financial Advisors LLC
NEW3,000—+3,000——$513.0K—2026-10-15
D.A. Davidson & Co.
INCREASED2,9922,991+1+0%$585.5K$511.7K-$73.8K2026-10-28
Trek Financial, LLC
UNCHANGED2,9632,96300%$579.9K$506.7K-$73.3K2026-10-29
Flagship Wealth Advisors, LLC
DECREASED2,8833,256-373-11%$637.3K$493.0K-$144.3K2026-11-03
Northwest Financial Advisors
DECREASED2,8833,016-133-4%$590.3K$492.9K-$97.4K2026-10-27
McClarren Financial Advisors, Inc.
DECREASED2,8792,896-17-1%$566.8K$492.4K-$74.4K2026-10-15
Mission Wealth Management, LP
DECREASED2,8674,367-1,500-34%$854.8K$490.3K-$364.5K2026-10-15
Cornerstone Planning, LLC
DECREASED2,8662,872-60%$562.1K$541.3K-$20.9K2026-10-27
Chemistry Wealth Management LLC
INCREASED2,7982,797+1+0%$547.5K$478.4K-$69.1K2026-10-16
HUB Investment Partners, LLC
DECREASED2,7922,822-30-1%$552.3K$477.5K-$74.9K2026-11-03
Stonebridge Financial Planning Group, LLC
DECREASED2,7802,965-185-6%$580.4K$475.3K-$105.0K2026-11-06
DiNuzzo Private Wealth, Inc.
INCREASED2,7622,742+20+1%$536.7K$472.3K-$64.4K2026-10-16
Private Trust Co NA
INCREASED2,7552,748+7+0%$537.8K$471.1K-$66.7K2026-10-20
Marin Bay Wealth Advisors, LLC
INCREASED2,7132,695+18+1%$527.6K$464.1K-$63.5K2026-10-28
Harbor Asset Planning, Inc.
INCREASED2,7082,475+233+9%$484.3K$463.2K-$21.1K2026-10-23
Cross Staff Investments Inc
INCREASED2,6852,641+44+2%$516.9K$459.1K-$57.8K2026-10-22
Autumn Glory Partners, LLC
INCREASED2,6792,678+1+0%$524.2K$458.2K-$66.0K2026-10-26
Parallel Advisors, LLC
INCREASED2,6632,530+133+5%$495.4K$455.4K-$40.0K2026-11-03
Roman Butler Fullerton & Co
UNCHANGED2,6632,66300%$525.9K$476.5K-$49.4K2026-10-27
Patton Albertson Miller Group, LLC
UNCHANGED2,6002,60000%$508.9K$444.6K-$64.3K2026-10-26
Meridian Financial Partners LLC
DECREASED2,5972,639-42-2%$516.2K$467.6K-$48.7K2026-10-23
Wealth Effects LLC
DECREASED2,5942,604-100%$509.7K$443.6K-$66.1K2026-10-23
Hilton Head Capital Partners, LLC
DECREASED2,5842,752-168-6%$538.6K$441.9K-$96.8K2026-10-23
QTR Family Wealth, LLC
DECREASED2,5622,950-388-13%$577.4K$438.0K-$139.4K2026-11-02
Avior Wealth Management, LLC
DECREASED2,5332,782-249-9%$544.4K$433.2K-$111.3K2026-10-13
Northeast Investment Management
UNCHANGED2,4982,49800%$488.8K$427.1K-$61.8K2026-10-30
Churchill Financial Advisors, LLC
UNCHANGED2,4602,46000%$481.5K$420.7K-$60.8K2026-10-20
Blackston Financial Advisory Group, LLC
DECREASED2,4492,786-337-12%$545.3K$418.7K-$126.6K2026-11-04
Integrity Alliance, Llc.
DECREASED2,4442,521-77-3%$493.6K$418.0K-$75.6K2026-10-29
Trust Co of Vermont
UNCHANGED2,4432,44300%$478.2K$417.8K-$60.4K2026-10-21
Cora Capital Advisors LLC
DECREASED2,4102,485-75-3%$486.4K$412.1K-$74.3K2026-11-02
Imc-Chicago, LLC
NEW2,408—+2,408——$411.8K—2026-11-05
Kingswood Wealth Advisors, LLC
INCREASED2,3952,381+14+1%$466.0K$409.6K-$56.4K2026-10-23
Wingate Wealth Advisors, Inc.
INCREASED2,3752,112+263+12%$413.4K$406.2K-$7.2K2026-10-26
Dynamic Advisor Solutions LLC
INCREASED2,3692,275+94+4%$445.3K$405.2K-$40.2K2026-10-13
Western Wealth Management, LLC
DECREASED2,3532,460-107-4%$481.4K$402.3K-$79.1K2026-11-09
Flagship Private Wealth, LLC
UNCHANGED2,3532,35300%$460.6K$402.4K-$58.2K2026-11-05
Vise Technologies, Inc.
INCREASED2,3451,197+1,148+96%$234.3K$401.0K+$166.6K2026-10-29
Unified Investment Management
UNCHANGED2,3382,33800%$457.6K$399.8K-$57.8K2026-10-14
Searle & Co.
INCREASED2,3001,620+680+42%$317.1K$393.3K+$76.2K2026-11-04
Davenport & Co LLC
DECREASED2,2452,299-54-2%$450.0K$383.9K-$66.1K2026-10-14
Miramontes Capital, LLC
INCREASED2,2382,019+219+11%$395.2K$382.8K-$12.4K2026-10-19
Modera Wealth Management, LLC
DECREASED2,2202,353-133-6%$460.6K$379.6K-$80.9K2026-10-28
Cherry Tree Wealth Management, LLC
DECREASED2,2042,455-251-10%$480.5K$376.9K-$103.6K2026-10-15
PUREfi Wealth, LLC
NEW2,200—+2,200——$376.2K—2026-10-19
Citizens Financial Group Inc
DECREASED2,1732,328-155-7%$455.6K$371.6K-$84.0K2026-10-23
Roberts Wealth Advisors, LLC
INCREASED2,1491,698+451+27%$332.3K$367.5K+$35.2K2026-10-14
Level Four Advisory Services, LLC
INCREASED2,0642,063+1+0%$403.9K$353.1K-$50.8K2026-11-06
Fulcrum Capital LLC
UNCHANGED2,0502,05000%$401.2K$350.6K-$50.7K2026-10-15
Junk Investment Group, LLC
INCREASED2,0211,818+203+11%$355.8K$345.6K-$10.2K2026-10-19
MontVue Capital Management, Inc.
UNCHANGED2,0172,01700%$394.8K$344.9K-$49.9K2026-10-19
Clearstead Advisors, LLC
INCREASED2,0072,003+4+0%$392.1K$343.3K-$48.9K2026-11-06
Acorn Wealth Advisors, LLC
INCREASED1,9971,959+38+2%$383.4K$341.5K-$41.8K2026-10-19
Washington Trust Advisors, Inc.
INCREASED1,9971,989+8+0%$389.2K$341.5K-$47.7K2026-10-22
Coldstream Capital Management Inc
INCREASED1,9961,920+76+4%$375.9K$341.4K-$34.5K2026-11-09
Mlp3, LLC
UNCHANGED1,9401,94000%$379.7K$331.7K-$48.0K2026-10-22
Graves Light Lenhart Wealth, Inc.
INCREASED1,9281,925+3+0%$376.7K$329.6K-$47.1K2026-10-09
Diversify Wealth Management, LLC
DECREASED1,9221,961-39-2%$386.3K$346.1K-$40.3K2026-10-20
Diversify Advisory Services, LLC
DECREASED1,9221,961-39-2%$386.3K$346.1K-$40.3K2026-10-20
Curran Financial Partners, LLC
DECREASED1,8807,836-5,956-76%$1.5M$321.4K-$1.2M2026-11-04
Thrivent Financial for Lutherans
DECREASED1,8792,290-411-18%$448.0K$321-$447.7K2026-11-05
NLB Skladi, upravljanje premozenja, d.o.o.
DECREASED1,8774,385-2,508-57%$858.3K$321.0K-$537.3K2026-10-22
Atlas Capital Advisors Inc.
INCREASED1,8701,805+65+4%$353.3K$6.8M+$6.4M2026-11-09
Peterson Wealth Advisors, LLC
INCREASED1,8661,854+12+1%$363.0K$319.0K-$44.0K2026-10-08
Myecfo, LLC
UNCHANGED1,7961,79600%$351.5K$307.1K-$44.4K2026-10-14
Cyndeo Wealth Partners, LLC
INCREASED1,7881,572+216+14%$307.6K$305.8K-$1.9K2026-10-16
Apella Capital, LLC
DECREASED1,7483,018-1,270-42%$595.4K$311.5K-$283.9K2026-10-08
Capital Investment Advisors, LLC
INCREASED1,7321,725+7+0%$337.7K$296.1K-$41.6K2026-10-22
Stronghold Wealth Management L.L.C.
INCREASED1,7261,720+6+0%$336.7K$295.1K-$41.5K2026-10-16
Exchange Traded Concepts, LLC
DECREASED1,71118,506-16,795-91%$3.6M$292.6K-$3.3M2026-10-28
Heritage Family Offices, LLP
UNCHANGED1,7001,70000%$332.7K$290.7K-$42.0K2026-11-02
United Financial Planning Group LLC
UNCHANGED1,6911,69100%$331.0K$289.2K-$41.8K2026-11-04
Financial Freedom, LLC
UNCHANGED1,6891,68900%$330.6K$288.8K-$41.8K2026-11-06
Legacy Private Trust Co.
UNCHANGED1,6841,68400%$329.6K$288.0K-$41.6K2026-10-06
Kellett Wealth Advisors, LLC
UNCHANGED1,6821,68200%$329.2K$287.6K-$41.6K2026-10-15
Black Diamond Financial, LLC
UNCHANGED1,6791,67900%$328.6K$287.1K-$41.5K2026-10-26
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED1,6561,587+69+4%$310.6K$283.2K-$27.4K2026-10-28
Moneco Advisors, LLC
UNCHANGED1,6541,65400%$323.7K$282.9K-$40.8K2026-11-05
Retirement Planning Co of New England, Inc.
DECREASED1,6511,664-13-1%$325.7K$282.3K-$43.3K2026-10-15
Apollon Wealth Management, LLC
INCREASED1,6301,590+40+3%$311.2K$278.7K-$32.5K2026-10-23
Leavell Investment Management, Inc.
DECREASED1,6271,655-28-2%$324.0K$278.3K-$45.7K2026-11-09
Compound Planning, Inc.
DECREASED1,6264,621-2,995-65%$904.6K$278.0K-$626.5K2026-11-09
Wedmont Private Capital
UNCHANGED1,6041,60400%$314.6K$285.0K-$29.6K2026-10-09
Solidarity Wealth, LLC
UNCHANGED1,6031,60300%$313.8K$274.1K-$39.6K2026-10-15
Dorato Capital Management
DECREASED1,5671,595-28-2%$312.9K$279.2K-$33.7K2026-10-08
Allspring Global Investments Holdings, LLC
NEW1,558—+1,558——$267.9K—2026-11-04
SeaCrest Wealth Management, LLC
INCREASED1,5571,380+177+13%$270.2K$266.2K-$3.9K2026-10-21
Johnson Financial Group, LLC
UNCHANGED1,5451,54500%$302.4K$264.2K-$38.2K2026-11-03
Signaturefd, LLC
INCREASED1,5341,531+3+0%$299.6K$262.3K-$37.2K2026-10-23
Elevate Wealth Advisory, Inc
DECREASED1,5262,115-589-28%$414.0K$260.9K-$153.1K2026-10-29
Colonial River Investments, LLC
INCREASED1,5101,477+33+2%$289.2K$258.2K-$31.0K2026-10-19
Miller Financial Services LLC
UNCHANGED1,5001,50000%$293.6K$256.5K-$37.1K2026-10-20
Guardian Asset Advisors, LLC
INCREASED1,4741,411+63+4%$276.2K$251.9K-$24.3K2026-10-16
Idaho Trust Co
DECREASED1,4721,632-160-10%$319.4K$251.7K-$67.7K2026-11-04
Daymark Wealth Partners, LLC
NEW1,462—+1,462——$250.0K—2026-11-04
ZynergyRetirementPlanningLLC
UNCHANGED1,4521,45200%$284.2K$248.3K-$35.9K2026-10-08
Echo45 Advisors LLC
NEW1,450—+1,450——$248.0K—2026-10-07
Lake Street Private Wealth, LLC
INCREASED1,4491,448+1+0%$283.5K$247.8K-$35.7K2026-10-22
Diversified Enterprises, LLC
INCREASED1,4481,447+1+0%$283.3K$247.6K-$35.7K2026-10-19
Annex Advisory Services, LLC
NEW1,447—+1,447——$247.4K—2026-10-16
Institute for Wealth Management, Llc.
DECREASED1,4422,507-1,065-42%$490.6K$246.6K-$244.1K2026-11-06
PDS Planning, Inc
INCREASED1,4401,430+10+1%$279.8K$246.3K-$33.5K2026-11-03
KDK Private Wealth Management, LLC
UNCHANGED1,4201,42000%$277.9K$242.8K-$35.1K2026-11-03
S&A Financial Services, Inc.
INCREASED1,4161,406+10+1%$275.1K$242.1K-$33.0K2026-11-03
Annis Gardner Whiting Capital Advisors, LLC
DECREASED1,3941,684-290-17%$329.6K$238.4K-$91.2K2026-11-09
Ranch Capital Advisors Inc.
INCREASED1,3921,387+5+0%$271.5K$238.0K-$33.5K2026-11-09
Thoroughbred Financial Services, LLC
INCREASED1,3881,382+6+0%$270.0K$237-$269.8K2026-11-09
Columbia Advisory Partners LLC
NEW1,380—+1,380——$236.0K—2026-10-15
Fulton Breakefield Broenniman LLC
DECREASED1,3781,408-30-2%$275.6K$235.7K-$40.0K2026-11-03
Cathy Pareto & Associates, Inc
DECREASED1,3551,414-59-4%$276.8K$231.8K-$45.0K2026-10-15
BCM Advisors, LLC
DECREASED1,3422,241-899-40%$447.0K$251.7K-$195.3K2026-11-03
Florida Trust Wealth Management Co
UNCHANGED1,3261,32600%$259.5K$226.7K-$32.8K2026-11-05
MSH Capital Advisors LLC
INCREASED1,3251,321+4+0%$258.6K$226.5K-$32.1K2026-11-03
Silver Oak Advisory Group, Inc.
UNCHANGED1,3251,32500%$259.0K$226.6K-$32.4K2026-11-06
Eagle Harbor Asset Management Inc
DECREASED1,3211,383-62-4%$270.6K$225.9K-$44.7K2026-10-21
Curtis Advisory Group, LLC
UNCHANGED1,3171,31700%$257.8K$225.2K-$32.6K2026-10-28
Powers Advisory Group, LLC
INCREASED1,3081,300+8+1%$254.4K$223.7K-$30.7K2026-10-14
Lynx Investment Advisory
DECREASED1,3001,400-100-7%$274.0K$222.3K-$51.7K2026-10-27
Peck Wealth Management, LLC
UNCHANGED1,2931,29300%$253.0K$221.1K-$31.9K2026-10-29
Aspiriant, LLC
INCREASED1,2791,142+137+12%$223.5K$218.7K-$4.8K2026-10-16
Tortoise Investment Management, LLC
UNCHANGED1,2751,27500%$249.6K$218.0K-$31.5K2026-11-06
Blue Trust, Inc.
INCREASED1,2731,193+80+7%$233.5K$217.7K-$15.8K2026-10-15
Summit Financial Strategies, Inc.
DECREASED1,2621,275-13-1%$249.6K$215.8K-$33.8K2026-10-14
First Premier Bank
UNCHANGED1,2551,25500%$246$215-$312026-10-13
Patten & Patten Inc
UNCHANGED1,2511,25100%$244.8K$213.8K-$30.9K2026-10-26
Poehling Capital Management, Inc.
UNCHANGED1,2501,25000%$244.7K$213.8K-$30.9K2026-10-20
Nuance Investments, LLC
NEW1,243—+1,243——$212.6K—2026-11-06
Weaver Consulting Group
UNCHANGED1,2421,24200%$243.1K$212.4K-$30.7K2026-10-07
Jacobi Capital Management LLC
INCREASED1,2091,207+2+0%$236.2K$206.8K-$29.4K2026-11-05
Bernicke Wealth Management, Ltd.
UNCHANGED1,2071,20700%$236.2K$206.4K-$29.8K2026-11-06
Montag A & Associates Inc
DECREASED1,2011,211-10-1%$237.0K$205.4K-$31.7K2026-10-29
One Day In July LLC
UNCHANGED1,1901,19000%$232.9K$203.5K-$29.4K2026-10-30
Woodmont Investment Counsel LLC
INCREASED1,1871,022+165+16%$200.0K$203.0K+$2.9K2026-10-29
Investors Asset Management of Georgia Inc
UNCHANGED1,1791,17900%$230.8K$201.7K-$29.2K2026-10-20
CWA Asset Management Group, LLC
DECREASED1,1731,315-142-11%$257.4K$200.6K-$56.8K2026-10-19
Mezzasalma Advisors, LLC
INCREASED1,1731,165+8+1%$228.0K$200.6K-$27.3K2026-10-14
Advantage Trust Co
UNCHANGED1,1691,16900%$228.8K$199.9K-$28.9K2026-10-19
Farmers & Merchants Investments Inc
UNCHANGED1,1571,15700%$226.5K$197.8K-$28.6K2026-10-22
Roble, Belko & Company, Inc
UNCHANGED1,1501,15000%$225.0K$197-$224.8K2026-11-09
Caldwell Trust Co
UNCHANGED1,1451,14500%$224.1K$195.8K-$28.3K2026-10-30
MKT Advisors LLC
UNCHANGED1,1381,13800%$224.5K$202.2K-$22.2K2026-10-20
Cape Investment Advisory, Inc.
INCREASED1,133527+606+115%$103.2K$193.8K+$90.6K2026-10-13
M Holdings Securities, Inc.
NEW1,094—+1,094——$205—2026-11-03
Root Financial Partners, LLC
NEW1,044—+1,044——$178.5K—2026-10-21
North Star Investment Management Corp.
DECREASED1,0051,121-116-10%$219.4K$171.8K-$47.6K2026-10-27
Mather Group, Llc.
INCREASED973856+117+14%$167.5K$166.4K-$1.2K2026-10-14
Greykasell Wealth Strategies, Inc.
UNCHANGED96896800%$189.5K$165.6K-$23.9K2026-11-09
Coston, McIsaac & Partners
INCREASED941938+3+0%$183.0K$161.0K-$22.0K2026-11-06
Capital Advisors, Ltd. LLC
UNCHANGED94194100%$184$161-$232026-10-27
N.E.W. Advisory Services LLC
UNCHANGED92792700%$181.4K$158.5K-$22.9K2026-11-09
Pacific Center for Financial Services
UNCHANGED91891800%$179.7K$157.0K-$22.7K2026-10-15
Vestor Capital, LLC
DECREASED887114,137-113,250-99%$11.0K$115-$10.9K2026-11-04
Financial Perspectives, Inc
UNCHANGED82882800%$162.1K$141.6K-$20.5K2026-11-03
Triumph Capital Management
INCREASED798740+58+8%$144.8K$136.4K-$8.4K2026-10-14
Center for Financial Planning, Inc.
UNCHANGED78378300%$153.3K$133.9K-$19.4K2026-10-26
MidAtlantic Capital Management, Inc.
NEW777—+777——$132.9K—2026-11-05
Hurley Capital, LLC
INCREASED769768+1+0%$150.3K$131.6K-$18.6K2026-11-05
Robbins Farley
INCREASED756740+16+2%$144.8K$129.3K-$15.6K2026-10-21
JFS Wealth Advisors, LLC
UNCHANGED70070000%$137.0K$119.7K-$17.3K2026-11-03
Progressive Investment Management Corp
UNCHANGED70070000%$137.0K$119.7K-$17.3K2026-10-26
Laurel Wealth Advisors LLC
NEW650—+650——$111.2K—2026-10-27
Latitude Advisors, LLC
NEW588—+588——$100.6K—2026-10-27
Boyd Watterson Asset Management LLC
UNCHANGED55055000%$107.7K$94.1K-$13.6K2026-11-06
Financial Consulate, Inc
DECREASED530538-8-1%$105.3K$90.6K-$14.7K2026-10-23
Valley National Advisers Inc
UNCHANGED50050000%$97.9K$85.5K-$12.4K2026-10-23
EverSource Wealth Advisors, LLC
INCREASED486475+11+2%$93.0K$83.1K-$9.9K2026-11-04
Cardiff Park Advisors, LLC
UNCHANGED45745700%$89.4K$78.1K-$11.3K2026-11-09
Meramec Financial Planners, LLC
INCREASED434431+3+1%$84.9K$81.0K-$3.9K2026-11-09
Downshift Financial, LLC
UNCHANGED40440400%$79.1K$69.1K-$10.0K2026-10-13
Paladin Advisory Group, LLC
UNCHANGED39539500%$77.3K$67.5K-$9.8K2026-11-09
Larson Financial Group LLC
UNCHANGED38338300%$75.0K$65.5K-$9.5K2026-11-05
Register Financial Advisors LLC
UNCHANGED38038000%$74.4K$65.0K-$9.4K2026-10-23
Ashton Thomas Private Wealth, LLC
DECREASED372436-64-15%$85.3K$63.6K-$21.7K2026-11-03
Gamma Investing LLC
DECREASED370375-5-1%$73.4K$63.3K-$10.1K2026-10-08
Russell Investments Group, Ltd.
DECREASED368442-74-17%$86.6K$62.9K-$23.6K2026-11-06
True Wealth Design, LLC
UNCHANGED34834800%$68.1K$59.5K-$8.6K2026-10-13
Edgemoor Investment Advisors, Inc.
NEW340—+340——$58.1K—2026-11-03
City Holding Co
DECREASED330345-15-4%$67.5K$56.4K-$11.1K2026-10-19
Bokf, NA
UNCHANGED32732700%$64.0K$55.9K-$8.1K2026-10-27
Smithfield Trust Co
UNCHANGED32532500%$64.0K$56-$63.9K2026-11-09
Hantz Financial Services, Inc.
INCREASED318232+86+37%$45.0K$54-$44.9K2026-11-09
Cassaday & Co Wealth Management LLC
UNCHANGED31031000%$60.7K$53.0K-$7.7K2026-10-27
Davis Capital Management
UNCHANGED30430400%$59.5K$52.0K-$7.5K2026-10-08
Atlantic Edge Private Wealth Management, LLC
UNCHANGED30030000%$58.7K$51.3K-$7.4K2026-10-20
Ascentis Independent Advisors
NEW275—+275——$47.0K—2026-11-03
Harel Insurance Investments & Financial Services Ltd.
UNCHANGED27327300%$53.0K$47-$53.0K2026-11-02
Blume Capital Management, Inc.
UNCHANGED25525500%$49.9K$43.6K-$6.3K2026-10-26
Rosenberg Matthew Hamilton
UNCHANGED24824800%$48.5K$42.4K-$6.1K2026-10-05
Ulland Investment Advisors, LLC
UNCHANGED24524500%$48$42-$62026-10-13
Dhjj Financial Advisors, Ltd.
INCREASED244243+1+0%$47.6K$41.7K-$5.8K2026-10-23
Lanark Financial, Inc.
DECREASED243329-86-26%$64.5K$41.5K-$23.0K2026-10-26
Tower View Wealth Management LLC
INCREASED236234+2+1%$45.8K$40.3K-$5.5K2026-10-23
Salomon & Ludwin, LLC
DECREASED226236-10-4%$45.6K$38.6K-$7.0K2026-10-29
Northstar Asset Management Co
UNCHANGED22522500%$44.9K$40.9K-$4.0K2026-10-22
John Boyer, Inc.
NEW216—+216——$36.9K—2026-10-27
Ashton Thomas Securities, LLC
UNCHANGED21221200%$41.5K$36.3K-$5.2K2026-10-26
United Community Bank
UNCHANGED19019000%$37.2K$32.5K-$4.7K2026-10-28
Physician Wealth Advisors, Inc.
UNCHANGED18318300%$35.8K$31.3K-$4.5K2026-10-20
Lodestone Wealth Management LLC
NEW180—+180——$30.8K—2026-10-14
Compass Financial Management LLC
DECREASED179299-120-40%$58.0K$30.6K-$27.4K2026-10-30
Bessemer Group Inc
NEW172—+172——$29—2026-11-09
Citizens National Bank Trust Department
DECREASED152997-845-85%$195.1K$26.0K-$169.2K2026-11-04
Evolution Wealth Management Inc.
UNCHANGED15015000%$29.4K$25.7K-$3.7K2026-10-28
Quest 10 Wealth Builders, Inc.
UNCHANGED14814800%$29.0K$25.3K-$3.7K2026-11-02
Barrett & Company, Inc.
DECREASED140200-60-30%$39.1K$23.9K-$15.2K2026-10-22
Cedar Mountain Advisors, LLC
UNCHANGED12212200%$23.9K$20.9K-$3.0K2026-10-15
Armstrong Advisory Group, Inc
DECREASED118123-5-4%$24.1K$20.2K-$3.9K2026-10-09
Mainstream Capital Management LLC
NEW116—+116——$19.8K—2026-10-23
Key FInancial Inc
DECREASED115152-37-24%$29.8K$19.7K-$10.1K2026-11-02
TD Private Client Wealth LLC
INCREASED11275+37+49%$14.7K$19.2K+$4.5K2026-10-28
Next Level Wealth Planning, LLC
NEW106—+106——$18.1K—2026-10-29
Clearstead Trust, LLC
UNCHANGED10610600%$20.7K$18.1K-$2.6K2026-11-06
Rossby Financial, LCC
NEW104—+104——$17.8K—2026-11-05
Vermillion Wealth Management, Inc.
DECREASED1001,228-1,128-92%$240.5K$17.1K-$223.4K2026-10-26
Bfsg, LLC
UNCHANGED10010000%$19.6K$17.1K-$2.5K2026-10-30
First United Bank & Trust
UNCHANGED909000%$17.6K$15.4K-$2.2K2026-10-22
Bank of New Hampshire
UNCHANGED909000%$17.6K$15.4K-$2.2K2026-10-06
Highland Investment Advisors LLC
UNCHANGED898900%$17.4K$15.2K-$2.2K2026-11-09
Parkside Financial Bank & Trust
DECREASED88114-26-23%$22.3K$15.0K-$7.3K2026-10-27
DeDora Capital, Inc.
NEW85—+85——$14.5K—2026-10-26
TD Waterhouse Canada Inc.
DECREASED7819,012-18,934-100%$3.7M$13.4K-$3.7M2026-10-16
Addison Advisors LLC
UNCHANGED757500%$14.7K$12.8K-$1.9K2026-11-06
First Pacific Financial
NEW74—+74——$12.7K—2026-10-14
Simplex Trading, LLC
NEW72—+72——$12.3K—2026-11-04
NorthAvenue LLC
INCREASED6665+1+2%$12.8K$11.2K-$1.5K2026-10-29
Asset Dedication, LLC
INCREASED6665+1+2%$12.8K$11.2K-$1.5K2026-11-03
Jnba Financial Advisors
NEW65—+65——$11.1K—2026-11-03
Nfsg Corp
UNCHANGED646400%$12.5K$10.9K-$1.6K2026-10-15
Plante Moran Financial Advisors, LLC
UNCHANGED636300%$12.3K$10.8K-$1.6K2026-11-04
Community Bank, N.A.
DECREASED6065-5-8%$12.7K$10.3K-$2.5K2026-11-06
Foster Dykema Cabot & Partners, LLC
UNCHANGED505000%$9.8K$8.6K-$1.2K2026-10-30
Markowski Investments
NEW35—+35——$6.0K—2026-10-30
Signature Equity Partners, LLC
INCREASED3130+1+3%$6.0K$5.2K-$7142026-10-29
Adirondack Trust Co
UNCHANGED303000%$5.9K$5.1K-$7412026-10-14
Peachtree Investment Partners, LLC
UNCHANGED303000%$5.9K$5.2K-$7232026-11-05
Gen-Wealth Partners Inc
UNCHANGED292900%$5.7K$5.0K-$7172026-11-04
Provenance Wealth Advisors, LLC
NEW27—+27——$4.6K—2026-10-30
Morton Brown Family Wealth, LLC
DECREASED27125-98-78%$24.4K$4.6K-$19.8K2026-10-23
McCarley & Cook Financial Planners
UNCHANGED272700%$5.3K$4.6K-$6682026-10-21
Westside Investment Management, Inc.
UNCHANGED272700%$5.3K$4.6K-$6682026-11-02
Buck Wealth Strategies, LLC
INCREASED2423+1+4%$4.5K$4.1K-$3982026-10-28
Hazlett, Burt & Watson, Inc.
UNCHANGED242400%$5$4-$12026-11-04
William Mack & Associates, Inc.
NEW21—+21——$3.6K—2026-10-27
Bullock Wealth Management Group
UNCHANGED202000%$3.9K$3.4K-$4302026-10-09
Horizon Financial Services, LLC
UNCHANGED191900%$3.7K$3.2K-$4702026-11-04
West Paces Advisors Inc.
UNCHANGED171700%$3.3K$2.9K-$4202026-10-13
DecisionPoint Financial, LLC
NEW16—+16——$2.8K—2026-10-27
Essential Partners LLC
NEW15—+15——$2.6K—2026-10-14
POM Investment Strategies, LLC
NEW12—+12——$2.1K—2026-10-20
Nemes Rush Group LLC
UNCHANGED101000%$2.0K$1.7K-$2472026-11-04
Princeton Global Asset Management LLC
UNCHANGED101000%$2.0K$1.7K-$2382026-10-21
Planning Strategies Inc.
UNCHANGED7700%$1.4K$1.2K-$1732026-10-02
Byrne Asset Management LLC
UNCHANGED5500%$999$884-$1152026-10-06
Strive Financial Group,LLC
NEW4—+4——$684—2026-11-09
First Command Advisory Services, Inc.
NEW4—+4——$684—2026-11-05
Cullen T Bankers, Inc.
UNCHANGED1100%$196$171-$252026-10-28
FFG Retirement Advisors LLC
CLOSED016,509-16,509-100%$3.2M$0-$3.2M2026-10-20
Woodward Diversified Capital, LLC
CLOSED05,134-5,134-100%$1.0M$0-$1.0M2026-10-21
Saxon Interests, Inc.
CLOSED03,622-3,622-100%$708.9K$0-$708.9K2026-10-26
World Equity Group, Inc.
CLOSED02,837-2,837-100%$555.5K$0-$555.5K2026-10-14
Fisher Asset Management, LLC
CLOSED01,818-1,818-100%$355.8K$0-$355.8K2026-11-06
Investment House LLC
CLOSED01,700-1,700-100%$332.7K$0-$332.7K2026-10-21
Pacific Excel Wealth Advisors, Inc.
CLOSED01,700-1,700-100%$332.7K$0-$332.7K2026-10-27
Central Valley Advisors, LLC
CLOSED01,673-1,673-100%$327.7K$0-$327.7K2026-10-27
AlphaStar Capital Management, LLC
CLOSED01,572-1,572-100%$307.7K$0-$307.7K2026-10-16
Sanchez Gaunt Capital Management, LLC
CLOSED01,555-1,555-100%$304.4K$0-$304.4K2026-11-03
RBA Wealth Management, LLC
CLOSED01,394-1,394-100%$272.9K$0-$272.9K2026-10-28
Grant Private Wealth Management Inc
CLOSED01,242-1,242-100%$243.1K$0-$243.1K2026-10-19
Elevation Point Wealth Partners, LLC
CLOSED01,156-1,156-100%$226.3K$0-$226.3K2026-11-05
Fearless Solutions, LLC dba Best Invest
CLOSED01,154-1,154-100%$225.9K$0-$225.9K2026-10-14
Carrera Capital Advisors
CLOSED01,151-1,151-100%$225.2K$0-$225.2K2026-11-03
Howard Capital Management, LLC
CLOSED01,149-1,149-100%$224.9K$0-$224.9K2026-10-16
BCS Wealth Management
CLOSED01,145-1,145-100%$224.1K$0-$224.1K2026-11-03
Ellis Investment Partners, LLC
CLOSED01,141-1,141-100%$223.5K$0-$223.5K2026-10-21
RCW Management, LLC
CLOSED01,132-1,132-100%$221.6K$0-$221.6K2026-10-30
Accurate Wealth Management, LLC
CLOSED01,128-1,128-100%$221.3K$0-$221.3K2026-10-20
Sage Financial Group Inc
CLOSED01,110-1,110-100%$217.3K$0-$217.3K2026-10-27
Wedbush Securities Inc
CLOSED01,090-1,090-100%$213.0K$0-$213.0K2026-10-22
Arrien Investments, Inc.
CLOSED01,076-1,076-100%$210.6K$0-$210.6K2026-10-30
Massachusetts Wealth Management
CLOSED01,075-1,075-100%$210.4K$0-$210.4K2026-10-21
Goelzer Investment Management, Inc.
CLOSED01,057-1,057-100%$206.9K$0-$206.9K2026-10-16
Fortis Capital Advisors, LLC
CLOSED01,045-1,045-100%$204.6K$0-$204.6K2026-11-09
Belpointe Asset Management LLC
CLOSED01,045-1,045-100%$204.6K$0-$204.6K2026-11-09
Guardian Capital, LLC
CLOSED01,043-1,043-100%$204.1K$0-$204.1K2026-11-06
Plancorp, LLC
CLOSED01,035-1,035-100%$204.4K$0-$204.4K2026-11-03
Independent Wealth Network Inc.
CLOSED01,026-1,026-100%$200.8K$0-$200.8K2026-10-19
Family Investment Center, Inc.
CLOSED01,024-1,024-100%$200.4K$0-$200.4K2026-10-19
Virtue Capital Management, LLC
CLOSED01,022-1,022-100%$200.0K$0-$200.0K2026-10-29
AdvisorNet Financial, Inc
CLOSED0537-537-100%$105.0K$0-$105.0K2026-10-15
Salem Investment Counselors Inc
CLOSED0326-326-100%$63.8K$0-$63.8K2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
CLOSED0170-170-100%$33.3K$0-$33.3K2026-10-14
Fairway Wealth LLC
CLOSED060-60-100%$11.7K$0-$11.7K2026-10-30
Cornerstone Planning Group LLC
CLOSED021-21-100%$4.2K$0-$4.2K2026-10-16
LifeSteps Financial, Inc.
CLOSED020-20-100%$3.9K$0-$3.9K2026-10-15
Gill Capital Partners, LLC
CLOSED017-17-100%$3.3K$0-$3.3K2026-10-13
Mountain Hill Investment Partners Corp.
CLOSED012-12-100%$2.4K$0-$2.4K2026-10-23
Noble Wealth Management PBC
CLOSED011-11-100%$2.2K$0-$2.2K2026-10-01
Atwood & Palmer Inc
CLOSED05-5-100%$979$0-$9792026-10-08
Obsidian CIO, LLC
CLOSED02-2-100%$394$0-$3942026-11-05
Arvest Investments, Inc.
CLOSED000—$0$0$02026-10-21
Great Lakes Advisors, LLC
DECREASED02-2-100%$354$79-$2752026-11-06
Valley Wealth Managers, Inc.
UNCHANGED000—$56$49-$72026-10-09
Morgan Stanley
N/A—1,210,206-1,210,206-100%$236.9M———
Bank of America Corp
N/A—1,066,820-1,066,820-100%$208.8M———
Northwestern Mutual Wealth Management Co
N/A—740,507-740,507-100%$144.9M———
Wells Fargo & Company
N/A—510,296-510,296-100%$99.9M———
Envestnet Asset Management Inc
N/A—509,148-509,148-100%$99.7M———
Empower Advisory Group, LLC
N/A—412,786-412,786-100%$80.8M———
Osaic Holdings, Inc.
N/A—339,096-339,096-100%$66.5M———
Ameriprise Financial Inc
N/A—318,192-318,192-100%$62.3M———
UBS Group AG
N/A—316,099-316,099-100%$61.9M———
Raymond James Financial Inc
N/A—293,593-293,593-100%$57.5M———
Pgim Custom Harvest LLC
N/A—247,584-247,584-100%$48.5M———
Rockefeller Capital Management L.P.
N/A—207,697-207,697-100%$40.7M———
Cetera Investment Advisers
N/A—199,122-199,122-100%$39.0M———
Royal Bank of Canada
N/A—186,391-186,391-100%$36.5M———
Ameritas Advisory Services, LLC
N/A—168,766-168,766-100%$33.0M———
Captrust Financial Advisors
N/A—155,280-155,280-100%$30.4M———
Nan Shan Life Insurance Co., Ltd.
N/A—150,369-150,369-100%$29.4M———
MML Investors Services, LLC
N/A—124,338-124,338-100%$24.3M———
JPMorgan Chase & Co
N/A—104,159-104,159-100%$20.7M———
Stifel Financial Corp
N/A—104,058-104,058-100%$20.4M———
Swan Capital LLC
N/A—83,344-83,344-100%$16.3M———
Unconventional Investor, LLC
N/A—79,370-79,370-100%$15.5M———
HighTower Advisors, LLC
N/A—63,292-63,292-100%$12.4M———
Blair William & Co
N/A—59,265-59,265-100%$11.6M———
Cerity Partners LLC
N/A—59,153-59,153-100%$11.6M———
American Investment Services, Inc.
N/A—55,147-55,147-100%$10.8M———
Pallas Capital Advisors LLC
N/A—53,620-53,620-100%$10.5M———
Janney Montgomery Scott LLC
N/A—50,838-50,838-100%$10.0M———
Private Advisor Group, LLC
N/A—47,855-47,855-100%$9.4M———
Jones Financial Companies Lllp
N/A—46,171-46,171-100%$9.2M———
Greenline Partners, LLC
N/A—44,037-44,037-100%$8.6M———
NewEdge Advisors, LLC
N/A—43,979-43,979-100%$8.6M———
Goldstone Financial Group, LLC
N/A—41,908-41,908-100%$8.2M———
Mercer Global Advisors Inc
N/A—40,582-40,582-100%$7.9M———
Foundations Investment Advisors, LLC
N/A—33,513-33,513-100%$6.6M———
Quadrature Capital Ltd
N/A—32,779-32,779-100%$6.4M———
Hamilton Wealth, LLC
N/A—29,950-29,950-100%$5.9M———
Beacon Pointe Advisors, LLC
N/A—27,918-27,918-100%$5.5M———
Integrated Wealth Concepts LLC
N/A—27,728-27,728-100%$5.4M———
Bard Associates Inc
N/A—27,133-27,133-100%$5.3M———
Mariner, LLC
N/A—27,014-27,014-100%$5.3M———
Nomura Asset Management Co LTD
N/A—25,000-25,000-100%$4.9M———
BFC Planning, Inc.
N/A—24,102-24,102-100%$4.7M———
Venturi Wealth Management, LLC
N/A—23,736-23,736-100%$4.6M———
Dakota Wealth Management
N/A—23,185-23,185-100%$4.5M———
Legacy Financial Group LLC
N/A—22,171-22,171-100%$4.3M———
FMR LLC
N/A—22,076-22,076-100%$4.3M———
Goldman Sachs Group Inc
N/A—21,102-21,102-100%$4.1M———
Pathstone Holdings, LLC
N/A—21,042-21,042-100%$4.1M———
Aspire Capital Advisors LLC
N/A—20,021-20,021-100%$3.9M———
Quantinno Capital Management LP
N/A—19,258-19,258-100%$3.8M———
M&T Bank Corp
N/A—19,087-19,087-100%$3.7M———
Tranquilli Financial Advisor LLC
N/A—19,079-19,079-100%$3.7M———
O'rourke & Company, Inc
N/A—18,041-18,041-100%$3.5M———
Berthel, Fisher & Company Financial Services, Inc.
N/A—18,020-18,020-100%$3.5M———
Wealthspire Advisors, LLC
N/A—16,805-16,805-100%$3.3M———
Summit Financial, LLC
N/A—16,802-16,802-100%$3.3M———
Comprehensive Money Management Services LLC
N/A—16,569-16,569-100%$3.2M———
Richmond Brothers, Inc.
N/A—15,748-15,748-100%$3.1M———
Arax Advisory Partners
N/A—15,618-15,618-100%$3.1M———
&partners
N/A—15,383-15,383-100%$3.0M———
Madden Advisory Services, Inc.
N/A—15,379-15,379-100%$3.0M———
Banque Cantonale Vaudoise
N/A—15,242-15,242-100%$50.0K———
United Capital Financial Advisors, LLC
N/A—14,985-14,985-100%$2.9M———
Dougherty & Associates, LLC
N/A—14,896-14,896-100%$2.9M———
Strategic Investment Solutions, Inc.
N/A—14,700-14,700-100%$2.9M———
Glassy Mountain Advisors, Inc.
N/A—14,320-14,320-100%$2.8M———
XTX Topco Ltd
N/A—13,883-13,883-100%$2.7M———
BlackRock, Inc.
N/A—13,755-13,755-100%$2.7M———
Waverly Advisors, LLC
N/A—13,624-13,624-100%$2.7M———
Main Street Financial Solutions, LLC
N/A—13,498-13,498-100%$2.6M———
AQR Capital Management LLC
N/A—13,138-13,138-100%$2.6M———
Equitable Holdings, Inc.
N/A—12,003-12,003-100%$2.3M———
Insigneo Advisory Services, LLC
N/A—11,947-11,947-100%$2.3M———
Adams Wealth Management
N/A—11,799-11,799-100%$2.3M———
CacheTech Inc.
N/A—11,799-11,799-100%$2.3M———
Fiduciary Trust Co
N/A—11,000-11,000-100%$2.2M———
Focus Partners Wealth
N/A—10,958-10,958-100%$2.1M———
Timbuktu Capital Management, LLC
N/A—10,445-10,445-100%$2.0M———
Stratos Wealth Partners, Ltd.
N/A—10,341-10,341-100%$2.0M———
Steward Partners Investment Advisory, LLC
N/A—9,609-9,609-100%$1.9M———
Principal Securities, Inc.
N/A—9,141-9,141-100%$1.8M———
OneDigital Investment Advisors LLC
N/A—8,722-8,722-100%$1.7M———
Gotham Asset Management, LLC
N/A—8,386-8,386-100%$1.6M———
Trinity Legacy Partners, LLC
N/A—8,227-8,227-100%$1.6M———
Sovereign Financial Group, Inc.
N/A—8,158-8,158-100%$1.6M———
Hershey Financial Advisers, LLC
N/A—7,895-7,895-100%$1.5M———
HRT Financial LP
N/A—7,746-7,746-100%$1.5M———
World Investment Advisors
N/A—7,527-7,527-100%$1.5M———
Independent Family Office, LLC
N/A—7,450-7,450-100%$1.5M———
Joule Financial, LLC
N/A—7,180-7,180-100%$1.4M———
Cary Street Partners Financial LLC
N/A—7,062-7,062-100%$1.4M———
Glen Eagle Advisors, LLC
N/A—7,016-7,016-100%$1.4M———
Johnson Investment Counsel Inc
N/A—6,813-6,813-100%$1.3M———
Anchor Investment Management, LLC
N/A—6,813-6,813-100%$1.3M———
Northern Trust Corp
N/A—6,657-6,657-100%$1.3M———
Centaurus Financial, Inc.
N/A—6,401-6,401-100%$1.3M———
McMillan Office, Inc.
N/A—6,000-6,000-100%$1.2M———
Novak & Powell Financial Services, Inc.
N/A—5,954-5,954-100%$1.2M———
Mittelman Wealth Management
N/A—5,623-5,623-100%$5.8M———
Sanctuary Advisors, LLC
N/A—5,455-5,455-100%$1.1M———
Advisory Services Network, LLC
N/A—5,450-5,450-100%$1.1M———
Mutual Advisors, LLC
N/A—5,409-5,409-100%$1.1M———
Fort Sheridan Advisors LLC
N/A—5,390-5,390-100%$1.1M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—5,388-5,388-100%$1.1M———
Rothschild Investment LLC
N/A—5,213-5,213-100%$1.0M———
Wealthspire Retirement, LLC
N/A—5,179-5,179-100%$1.0M———
American Trust
N/A—5,155-5,155-100%$1.0M———
Navis Wealth Advisors, LLC
N/A—5,000-5,000-100%$978.7K———
Neuberger Berman Group LLC
N/A—4,901-4,901-100%$959.3K———
Founders Financial Alliance, LLC
N/A—4,835-4,835-100%$946.3K———
MAI Capital Management
N/A—4,799-4,799-100%$939.3K———
V2 Financial group LLC
N/A—4,700-4,700-100%$919.9K———
Tudor Financial Inc.
N/A—4,689-4,689-100%$917.8K———
NewEdge Wealth, LLC
N/A—4,646-4,646-100%$909.4K———
Brookwood Investment Group LLC
N/A—4,529-4,529-100%$886.5K———
D. E. Shaw & Co., Inc.
N/A—4,489-4,489-100%$878.6K———
Hancock Whitney Corp
N/A—4,484-4,484-100%$877.7K———
Interactive Financial Advisors, Inc.
N/A—4,420-4,420-100%$865.3K———
Choate Investment Advisors
N/A—4,382-4,382-100%$857.7K———
EP Wealth Advisors, LLC
N/A—4,301-4,301-100%$841.9K———
Arkadios Wealth Advisors
N/A—4,159-4,159-100%$814.1K———
Maloon Powers Pitre Higgins & Dennehy, LLC
N/A—4,123-4,123-100%$807.1K———
OneAscent Financial Services LLC
N/A—4,108-4,108-100%$804.0K———
Bartlett & Co. Wealth Management LLC
N/A—4,007-4,007-100%$784.3K———
Advisors Capital Management, LLC
N/A—3,881-3,881-100%$759.8K———
LOM Asset Management Ltd
N/A—3,780-3,780-100%$739.9K———
Kintra Wealth, LLC
N/A—3,768-3,768-100%$718.3K———
O'shaughnessy Asset Management, LLC
N/A—3,689-3,689-100%$722.0K———
Essex Financial Services, Inc.
N/A—3,675-3,675-100%$719.3K———
Cresset Asset Management, LLC
N/A—3,589-3,589-100%$702.5K———
Silver Coast Investments LLC
N/A—3,548-3,548-100%$694.4K———
Susquehanna International Group, LLP
N/A—3,496-3,496-100%$684.3K———
IHT Wealth Management, LLC
N/A—3,377-3,377-100%$661.1K———
Modern Wealth Management, LLC
N/A—3,349-3,349-100%$655.5K———
Kingsview Wealth Management, LLC
N/A—3,310-3,310-100%$647.9K———
First National Bank of Omaha
N/A—3,269-3,269-100%$649.8K———
PFG Investments, LLC
N/A—3,253-3,253-100%$636.8K———
Rathbones Group PLC
N/A—3,250-3,250-100%$636.1K———
First Commonwealth Financial Corp
N/A—3,149-3,149-100%$616.4K———
Investor's Fiduciary Advisor Network, LLC
N/A—3,116-3,116-100%$609.0K———
Sequoia Financial Advisors, LLC
N/A—3,099-3,099-100%$606.6K———
Coppell Advisory Solutions LLC
N/A—3,049-3,049-100%$788.0K———
SHP Wealth Management
N/A—3,034-3,034-100%$593.8K———
Caprock Group, LLC
N/A—2,911-2,911-100%$569.9K———
Northstar Group, Inc.
N/A—2,870-2,870-100%$561.7K———
Stonebridge Financial Group, LLC
N/A—2,838-2,838-100%$555.0K———
Elm Partners Management LLC
N/A—2,756-2,756-100%$539.4K———
Baird Financial Group, Inc.
N/A—2,754-2,754-100%$539.0K———
Smith, Moore & Co.
N/A—2,723-2,723-100%$533.0K———
Colter Lewis Investment Partners LLC
N/A—2,700-2,700-100%$528.5K———
Ancora Advisors LLCA
N/A—2,662-2,662-100%$521.0K———
Aspen Wealth Strategies, LLC
N/A—2,655-2,655-100%$519.7K———
Xcelsior Advisor Partners LLC
N/A—2,588-2,588-100%$506.5K———
Snowden Capital Advisors LLC
N/A—2,554-2,554-100%$499.8K———
First Manhattan Co. Llc.
N/A—2,501-2,501-100%$489.5K———
Qube Research & Technologies Ltd
N/A—2,500-2,500-100%$489.3K———
Clarendon Private LLC
N/A—2,495-2,495-100%$488.4K———
CreativeOne Wealth, LLC
N/A—2,414-2,414-100%$472.4K———
Tower Research Capital LLC (TRC)
N/A—2,401-2,401-100%$469.9K———
Per Stirling Capital Management, Llc.
N/A—2,394-2,394-100%$468.5K———
Huntington National Bank
N/A—2,380-2,380-100%$465.8K———
Sharp Wealth Advisory, LLC
N/A—2,375-2,375-100%$464.9K———
Kovack Advisors, Inc.
N/A—2,330-2,330-100%$451.6K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—2,312-2,312-100%$452.6K———
Everstar Asset Management, LLC
N/A—2,300-2,300-100%$450.2K———
Innovative Asset Advisors Group, LLC
N/A—2,279-2,279-100%$446.1K———
Noble Wealth Partners LLC
N/A—2,260-2,260-100%$442.3K———
Savvy Advisors, Inc.
N/A—2,247-2,247-100%$439.7K———
Focus Partners Advisor Solutions, LLC
N/A—2,236-2,236-100%$437.8K———
Zevin Asset Management LLC
N/A—2,189-2,189-100%$428.5K———
Continuum Advisory, LLC
N/A—2,138-2,138-100%$418.6K———
Houlihan Financial Resource Group, Ltd.
N/A—2,134-2,134-100%$417.6K———
Calton & Associates, Inc.
N/A—2,131-2,131-100%$417.2K———
WNY Asset Management, LLC
N/A—2,118-2,118-100%$414.6K———
Federation des caisses Desjardins du Quebec
N/A—2,087-2,087-100%$408.5K———
Caitlin John, LLC
N/A—2,081-2,081-100%$407.2K———
Simmons Bank
N/A—2,055-2,055-100%$402.2K———
One Capital Management, LLC
N/A—2,047-2,047-100%$405.6K———
Ballentine Partners, LLC
N/A—1,898-1,898-100%$371.5K———
Ellenbecker Investment Group
N/A—1,864-1,864-100%$365.0K———
AE Wealth Management LLC
N/A—1,857-1,857-100%$363.4K———
FSA Advisors, Inc.
N/A—1,803-1,803-100%$352.9K———
Mitchell Mcleod Pugh & Williams Inc
N/A—1,785-1,785-100%$349.4K———
Global Retirement Partners, LLC
N/A—1,756-1,756-100%$343.7K———
Vawter Financial, Ltd.
N/A—1,750-1,750-100%$342.5K———
Van Hulzen Asset Management, LLC
N/A—1,744-1,744-100%$341.4K———
Tyche Wealth Partners LLC
N/A—1,659-1,659-100%$324.7K———
OneAscent Wealth Management LLC
N/A—1,646-1,646-100%$322.1K———
CVA Family Office, LLC
N/A—1,645-1,645-100%$322.0K———
Composition Wealth, LLC
N/A—1,645-1,645-100%$321.9K———
Glenmede Trust Co NA
N/A—1,635-1,635-100%$320.0K———
Panoramic Investment Advisors, LLC
N/A—1,615-1,615-100%$316.1K———
Garden State Investment Advisory Services LLC
N/A—1,568-1,568-100%$306.9K———
UBS Asset Management Americas LLC
N/A—1,563-1,563-100%$305.9K———
Tradewinds, Llc.
N/A—1,556-1,556-100%$361.6K———
Jaffetilchin Investment Partners, LLC
N/A—1,532-1,532-100%$299.9K———
Gladstone Institutional Advisory LLC
N/A—1,522-1,522-100%$297.9K———
Pinnacle Financial Partners, Inc.
N/A—1,444-1,444-100%$282.7K———
Clark Capital Management Group, Inc.
N/A—1,399-1,399-100%$273.8K———
CIBC Bancorp USA Inc.
N/A—1,391-1,391-100%$272.3K———
Orcam Financial Group
N/A—1,376-1,376-100%$269.3K———
JMG Financial Group, Ltd.
N/A—1,342-1,342-100%$262.7K———
Jacobs Equity LLC
N/A—1,334-1,334-100%$261.1K———
Keebeck Wealth Management
N/A—1,330-1,330-100%$260.3K———
Bluespring Wealth Management, LLC
N/A—1,323-1,323-100%$259.0K———
One Charles Private Wealth Services, LLC
N/A—1,319-1,319-100%$258.2K———
Two Sigma Securities, LLC
N/A—1,289-1,289-100%$252.3K———
Christine Messmer PC
N/A—1,279-1,279-100%$250.3K———
Anchor Bay Capital, Inc.
N/A—1,278-1,278-100%$238.7K———
Franklin Resources Inc
N/A—1,272-1,272-100%$249.0K———
Invst, LLC
N/A—1,240-1,240-100%$242.6K———
BNP Paribas Financial Markets
N/A—1,211-1,211-100%$237.0K———
Rialto Wealth Management, LLC
N/A—1,204-1,204-100%$235.7K———
Nova Wealth Management, Inc.
N/A—1,202-1,202-100%$235.3K———
Kirkwood Financial Services
N/A—1,172-1,172-100%$229.4K———
Pacific SUN Financial Corp
N/A—1,170-1,170-100%$229.0K———
Madison Wealth Partners, Inc
N/A—1,143-1,143-100%$223.7K———
Vestmark Advisory Solutions, Inc.
N/A—1,106-1,106-100%$216.4K———
Trustco Bank Corp N Y
N/A—1,097-1,097-100%$214.7K———
Ankerstar Wealth, LLC
N/A—1,096-1,096-100%$214.7K———
Bolthouse Investments, LLC
N/A—1,077-1,077-100%$210.9K———
Chicago Wealth Management, Inc.
N/A—1,066-1,066-100%$208.7K———
Benjamin Edwards Inc
N/A—1,035-1,035-100%$203.1K———
First American Trust, FSB
N/A—1,024-1,024-100%$200.5K———
VSM Wealth Advisory, LLC
N/A—1,001-1,001-100%$195.9K———
Whittier Trust Co
N/A—1,000-1,000-100%$195.6K———
Hills Bank & Trust Co
N/A—959-959-100%$187.7K———
FAS Wealth Partners, Inc.
N/A—748-748-100%$146.4K———
Avalon Trust Co
N/A—700-700-100%$137.0K———
Medallion Wealth Advisors, LLC
N/A—645-645-100%$126.2K———
IMA Advisory Services, Inc.
N/A—604-604-100%$118.2K———
Swisher Financial Concepts, Inc.
N/A—591-591-100%$115.6K———
Smartleaf Asset Management LLC
N/A—576-576-100%$114.5K———
Bellevue Asset Management, LLC
N/A—530-530-100%$103.7K———
Capital Analysts, LLC
N/A—520-520-100%$86.0K———
Atlantic Union Bankshares Corp
N/A—462-462-100%$90.4K———
ST Germain D J Co Inc
N/A—460-460-100%$90.0K———
Colonial Trust Co / SC
N/A—445-445-100%$87.1K———
Ramirez Asset Management, Inc.
N/A—420-420-100%$82.2K———
Bogart Wealth, LLC
N/A—419-419-100%$82.0K———
Strategic Wealth Partners, Ltd.
N/A—406-406-100%$79.5K———
Vision Retirement, LLC
N/A—345-345-100%$67.5K———
Westfuller Advisors, LLC
N/A—334-334-100%$65.3K———
Howe & Rusling Inc
N/A—310-310-100%$60.7K———
SOA Wealth Advisors, Llc.
N/A—250-250-100%$48.9K———
Kayne Anderson Rudnick Investment Management LLC
N/A—244-244-100%$47.8K———
Jackson, Grant Investment Advisers, Inc.
N/A—208-208-100%$40.7K———
Ritter Daniher Financial Advisory LLC / de
N/A—202-202-100%$39.5K———
Sittner & Nelson, LLC
N/A—175-175-100%$34.3K———
Cbiz Investment Advisory Services, LLC
N/A—175-175-100%$34.7K———
VAN DEN Berg Management I, Inc
N/A—162-162-100%$31.7K———
Regatta Research & Money Management
N/A—157-157-100%$30.7K———
Leo H. Evart, Inc.
N/A—147-147-100%$28.7K———
Brown Brothers Harriman & Co
N/A—146-146-100%$28.6K———
Minot DeBlois Advisors LLC
N/A—136-136-100%$26.6K———
Twin Lakes Capital Management, LLC
N/A—136-136-100%$26.6K———
Raffa Wealth Management, LLC
N/A—130-130-100%$25.4K———
National Bank of Canada
N/A—127-127-100%$24.9K———
Imprint Wealth LLC
N/A—121-121-100%$23.7K———
Aptus Capital Advisors, LLC
N/A—121-121-100%$23.7K———
Kerr Financial Planning Corp
N/A—100-100-100%$19.6K———
Fourth Dimension Wealth, LLC
N/A—100-100-100%$19.6K———
Crews Bank & Trust
N/A—100-100-100%$19.6K———
Tiaa Wealth Investment Management LLC
N/A—96-96-100%$18.9K———
Millstone Evans Group, LLC
N/A—89-89-100%$17.4K———
Vanguard National Trust Co
N/A—76-76-100%$14.9K———
Monetary Management Group Inc
N/A—68-68-100%$13.3K———
Horizon Investments, LLC
N/A—67-67-100%$13.1K———
Steigerwald, Gordon & Koch Inc.
N/A—55-55-100%$10.8K———
Atomic Invest LLC
N/A—51-51-100%$10.1K———
TD Capital Management LLC
N/A—50-50-100%$9.8K———
Whittier Trust Co of Nevada Inc
N/A—42-42-100%$8.3K———
Fiduciary Financial Advisors
N/A—40-40-100%$7.8K———
Integrity Financial Corp
N/A—39-39-100%$7.6K———
Gould Capital, LLC
N/A—32-32-100%$6.2K———
Victory Capital Management Inc
N/A—19-19-100%$3.6K———
Nalls Sherbakoff Group, LLC
N/A—18-18-100%$3.5K———
Ameritas Investment Partners, Inc.
N/A—15-15-100%$2.9K———
Ameriflex Group, Inc.
N/A—12-12-100%$2.3K———
Operose Advisors LLC
N/A—10-10-100%$2.0K———
Orion Capital Management LLC
N/A—7-7-100%$1.4K———
Tiaa Trust, National Association
N/A—4-4-100%$783———
Financial Gravity Companies, Inc.
N/A—3-3-100%$587———
Showing 749 of 749 institutions