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Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares369,762 from 410,936
Change-41,174 (-10%)
Value$70.5M (-$5.1M)
Filed 2026-11-06
Beacon Capital Management, Inc.
DECREASED
Shares332,336 from 464,202
Change-131,866 (-28%)
Value$63.3M (-$22.1M)
Filed 2026-10-13
Assetmark, Inc
DECREASED
Shares327,235 from 365,421
Change-38,186 (-10%)
Value$62.4M (-$4.9M)
Filed 2026-10-21
KCM Investment Advisors LLC
DECREASED
Shares247,697 from 252,428
Change-4,731 (-2%)
Value$47.2M (+$774.4K)
Filed 2026-10-27
Lido Advisors, LLC
INCREASED
Shares216,276 from 188,381
Change+27,895 (+15%)
Value$41.2M (+$6.6M)
Filed 2026-11-04
Armstrong Advisory Group, Inc
INCREASED
Shares192,879 from 191,215
Change+1,664 (+1%)
Value$36.8M (+$1.6M)
Filed 2026-10-09
Morningstar Investment Management LLC
INCREASED
Shares131,906 from 94,391
Change+37,515 (+40%)
Value$25.1M (+$8.2M)
Filed 2026-11-09
Truist Financial Corp
DECREASED
Shares129,398 from 131,149
Change-1,751 (-1%)
Value$24.7M (+$537.0K)
Filed 2026-10-30
Lighthouse Financial Services Inc
INCREASED
Shares115,357 from 113,728
Change+1,629 (+1%)
Value$22.0M (+$514.0K)
Filed 2026-11-02
AGF Management LTD
DECREASED
Shares86,363 from 88,438
Change-2,075 (-2%)
Value$16.5M (+$191.8K)
Filed 2026-11-03
Park National Corp
INCREASED
Shares80,262 from 78,207
Change+2,055 (+3%)
Value$15.3M (+$911.0K)
Filed 2026-10-05
Conservest Capital Advisors, Inc.
INCREASED
Shares77,276 from 75,602
Change+1,674 (+2%)
Value$14.7M (+$820.9K)
Filed 2026-11-09
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares52,300 from 53,539
Change-1,239 (-2%)
Value$10.0M (+$119.4K)
Filed 2026-10-05
PNC Financial Services Group, Inc.
DECREASED
Shares51,347 from 54,637
Change-3,290 (-6%)
Value$9.8M (-$264.3K)
Filed 2026-11-06
AlphaCore Capital LLC
DECREASED
Shares45,960 from 47,319
Change-1,359 (-3%)
Value$8.8M (+$55.3K)
Filed 2026-11-04
Quaker Wealth Management, LLC
INCREASED
Shares37,891 from 35,784
Change+2,107 (+6%)
Value$7.2M (+$639.3K)
Filed 2026-10-22
Gibraltar Capital Management, Inc.
UNCHANGED
Shares37,098 from 37,098
Change0 (0%)
Value$7.1M (+$246.3K)
Filed 2026-10-27
Asset One Wealth Management LLC
DECREASED
Shares36,900 from 42,609
Change-5,709 (-13%)
Value$7.0M (-$1.3M)
Filed 2026-11-02
Southern Capital Services Inc
DECREASED
Shares36,371 from 37,234
Change-863 (-2%)
Value$6.9M (+$82.7K)
Filed 2026-10-19
Atlas Capital Advisors Inc.
DECREASED
Shares35,638 from 37,938
Change-2,300 (-6%)
Value$355.1K (-$6.6M)
Filed 2026-11-09
Merit Financial Group, LLC
DECREASED
Shares35,060 from 42,575
Change-7,515 (-18%)
Value$6.7M (-$1.1M)
Filed 2026-11-06
Bellwether Advisors, LLC
NEW
Shares32,932
Change+32,932
Value$6.3M
Filed 2026-11-09
Fifth Third Bancorp
DECREASED
Shares32,928 from 33,258
Change-330 (-1%)
Value$6.3M (+$157.9K)
Filed 2026-11-05
Harbour Investments, Inc.
DECREASED
Shares31,874 from 32,655
Change-781 (-2%)
Value$6.1M (+$67.9K)
Filed 2026-11-09
WBH Advisory Inc
DECREASED
Shares30,576 from 31,097
Change-521 (-2%)
Value$5.8M (+$107.2K)
Filed 2026-11-05
Founders Grove Wealth Partners, LLC
INCREASED
Shares27,563 from 26,696
Change+867 (+3%)
Value$5.3M (+$342.5K)
Filed 2026-10-16
Sharper & Granite LLC
INCREASED
Shares26,875 from 26,769
Change+106 (+0%)
Value$4.8M (-$91.0K)
Filed 2026-11-02
Absolute Capital Management, LLC
INCREASED
Shares26,073 from 25,983
Change+90 (+0%)
Value$5.0M (+$189.7K)
Filed 2026-10-16
First Financial Corp
INCREASED
Shares25,358 from 24,462
Change+896 (+4%)
Value$4.8M (+$333.2K)
Filed 2026-10-13
Northstar Asset Management Co
DECREASED
Shares25,310 from 25,735
Change-425 (-2%)
Value$4.7M (+$121.3K)
Filed 2026-10-22
Kestra Advisory Services, LLC
INCREASED
Shares25,132 from 24,092
Change+1,040 (+4%)
Value$4.8M (+$358.2K)
Filed 2026-11-02
Penobscot Wealth Management
INCREASED
Shares24,471 from 22,917
Change+1,554 (+7%)
Value$4.7M (+$448.2K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares22,909 from 25,028
Change-2,119 (-8%)
Value$4.4K (-$4.6M)
Filed 2026-11-02
Altura Wealth Advisors Inc.
INCREASED
Shares21,993 from 20,570
Change+1,423 (+7%)
Value$4.2M (+$407.8K)
Filed 2026-10-22
Curran Financial Partners, LLC
NEW
Shares21,761
Change+21,761
Value$4.1M
Filed 2026-11-04
Narus Financial Partners, LLC
INCREASED
Shares21,352 from 21,329
Change+23 (+0%)
Value$4.1M (+$146.0K)
Filed 2026-10-19
Pinnacle Associates LTD
DECREASED
Shares20,871 from 23,280
Change-2,409 (-10%)
Value$4.0M (-$304.6K)
Filed 2026-10-20
Praetorian Wealth Management, Inc.
DECREASED
Shares18,506 from 19,944
Change-1,438 (-7%)
Value$3.5M (-$141.6K)
Filed 2026-10-16
Great Valley Advisor Group, Inc.
INCREASED
Shares18,002 from 17,929
Change+73 (+0%)
Value$3.4M (+$133.6K)
Filed 2026-11-09
Wealthcare Advisory Partners LLC
NEW
Shares17,620
Change+17,620
Value$3.4M
Filed 2026-10-21
Commonwealth Equity Services, LLC
DECREASED
Shares15,824 from 22,613
Change-6,789 (-30%)
Value$3.0M (-$1.1M)
Filed 2026-11-02
New York Life Investment Management LLC
NEW
Shares14,108
Change+14,108
Value$2.7M
Filed 2026-11-04
Dumont & Blake Investment Advisors LLC
DECREASED
Shares13,258 from 13,381
Change-123 (-1%)
Value$2.5M (+$65.4K)
Filed 2026-10-28
Royal Fund Management, LLC
DECREASED
Shares13,106 from 13,548
Change-442 (-3%)
Value$2.5M (+$5.7K)
Filed 2026-10-22
Trust Co of Oklahoma
DECREASED
Shares12,818 from 13,591
Change-773 (-6%)
Value$2.4M (-$57.1K)
Filed 2026-10-15
Junk Investment Group, LLC
INCREASED
Shares12,728 from 11,511
Change+1,217 (+11%)
Value$2.4M (+$308.5K)
Filed 2026-10-19
Atria Investments, Inc
DECREASED
Shares12,708 from 27,644
Change-14,936 (-54%)
Value$2.4M (-$2.7M)
Filed 2026-10-15
Kesler, Norman & Wride, LLC
INCREASED
Shares12,614 from 4,768
Change+7,846 (+165%)
Value$2.4M (+$1.5M)
Filed 2026-11-06
First Bancorp, Inc
DECREASED
Shares12,046 from 12,056
Change-10 (0%)
Value$2.3M (+$78.1K)
Filed 2026-10-26
Thrivent Financial for Lutherans
INCREASED
Shares11,935 from 11,154
Change+781 (+7%)
Value$2.3K (-$2.0M)
Filed 2026-11-05
MontVue Capital Management, Inc.
UNCHANGED
Shares11,555 from 11,555
Change0 (0%)
Value$2.2M (+$76.7K)
Filed 2026-10-19
Creative Planning
INCREASED
Shares11,054 from 10,250
Change+804 (+8%)
Value$2.1M (+$221.3K)
Filed 2026-11-02
Brandywine OAK Private Wealth LLC
DECREASED
Shares10,981 from 11,125
Change-144 (-1%)
Value$2.1M (+$46.4K)
Filed 2026-10-23
StoneX Group Inc.
INCREASED
Shares10,960 from 10,670
Change+290 (+3%)
Value$2.1M (+$126.2K)
Filed 2026-11-03
Hennion & Walsh Asset Management, Inc.
INCREASED
Shares10,153 from 9,940
Change+213 (+2%)
Value$1.9M (+$106.6K)
Filed 2026-10-13
Bailard, Inc.
INCREASED
Shares9,793 from 9,003
Change+790 (+9%)
Value$1.9M (+$210.3K)
Filed 2026-10-13
Citigroup Inc
INCREASED
Shares9,565 from 9,278
Change+287 (+3%)
Value$1.8M (+$116.3K)
Filed 2026-11-04
D.A. Davidson & Co.
DECREASED
Shares9,476 from 17,386
Change-7,910 (-45%)
Value$1.8M (-$1.4M)
Filed 2026-10-28
Aprio Wealth Management, LLC
UNCHANGED
Shares9,378 from 9,378
Change0 (0%)
Value$1.8M (+$62.3K)
Filed 2026-10-28
RCW Management, LLC
DECREASED
Shares9,281 from 9,342
Change-61 (-1%)
Value$1.8M (+$50.4K)
Filed 2026-10-30
Csenge Advisory Group
INCREASED
Shares9,142 from 7,771
Change+1,371 (+18%)
Value$1.7M (+$312.8K)
Filed 2026-11-04
Altfest L J & Co Inc
DECREASED
Shares9,012 from 9,722
Change-710 (-7%)
Value$1.7M (-$70.7K)
Filed 2026-10-27
Heritage Trust Co
DECREASED
Shares8,873 from 8,996
Change-123 (-1%)
Value$1.7M (+$36.3K)
Filed 2026-11-09
Bank of Montreal
INCREASED
Shares8,838 from 8,828
Change+10 (+0%)
Value$1.7M (+$60.5K)
Filed 2026-11-09
CX Institutional
INCREASED
Shares8,792 from 8,652
Change+140 (+2%)
Value$1.7K (+$85)
Filed 2026-10-02
White Lighthouse Investment Management Inc.
INCREASED
Shares8,552 from 8,229
Change+323 (+4%)
Value$1.6M (+$116.3K)
Filed 2026-10-21
Parallel Advisors, LLC
DECREASED
Shares8,398 from 8,453
Change-55 (-1%)
Value$1.6M (+$45.6K)
Filed 2026-11-03
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED
Shares8,235 from 7,917
Change+318 (+4%)
Value$1.6M (+$113.2K)
Filed 2026-10-22
Concurrent Investment Advisors, LLC
INCREASED
Shares8,140 from 6,089
Change+2,051 (+34%)
Value$1.6M (+$431.3K)
Filed 2026-10-16
Aspen Investment Management Inc
UNCHANGED
Shares8,027 from 8,027
Change0 (0%)
Value$1.5K (+$53)
Filed 2026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares7,992 from 8,174
Change-182 (-2%)
Value$361.3K (-$69.0K)
Filed 2026-10-13
Stackstone Wealth, LLC
NEW
Shares7,664
Change+7,664
Value$1.5M
Filed 2026-10-19
Nwam LLC
INCREASED
Shares7,467 from 7,072
Change+395 (+6%)
Value$1.4M (+$122.2K)
Filed 2026-11-09
Bigelow Investment Advisors, LLC
DECREASED
Shares7,417 from 7,486
Change-69 (-1%)
Value$1.4M (+$36.5K)
Filed 2026-10-13
First Citizens Financial Corp
UNCHANGED
Shares7,207 from 7,207
Change0 (0%)
Value$1.4M (+$47.9K)
Filed 2026-10-02
Retirement Planning Group, LLC
INCREASED
Shares7,088 from 5,945
Change+1,143 (+19%)
Value$1.4M (+$257.3K)
Filed 2026-10-19
Pennsylvania Capital Management Inc
INCREASED
Shares6,954 from 6,952
Change+2 (+0%)
Value$1.3M (+$46.5K)
Filed 2026-11-05
Robertson Stephens Wealth Management, LLC
DECREASED
Shares6,817 from 9,031
Change-2,214 (-25%)
Value$1.3M (-$362.0K)
Filed 2026-10-16
Valeo Financial Advisors, LLC
DECREASED
Shares6,759 from 7,413
Change-654 (-9%)
Value$1.3M (-$75.4K)
Filed 2026-10-08
Triangle Securities Wealth Management
DECREASED
Shares6,638 from 6,723
Change-85 (-1%)
Value$1.3M (+$28.5K)
Filed 2026-10-14
Citizens Financial Group Inc
INCREASED
Shares6,637 from 6,352
Change+285 (+4%)
Value$1.3M (+$96.5K)
Filed 2026-10-23
Idaho Trust Co
DECREASED
Shares6,595 from 7,034
Change-439 (-6%)
Value$1.3M (-$37.0K)
Filed 2026-11-04
HB Wealth Management, LLC
DECREASED
Shares6,467 from 10,277
Change-3,810 (-37%)
Value$1.2M (-$658.1K)
Filed 2026-10-23
Prospera Financial Services Inc
INCREASED
Shares6,413 from 5,852
Change+561 (+10%)
Value$1.1M (+$22.3K)
Filed 2026-11-04
Oppenheimer & Co Inc
INCREASED
Shares6,399 from 4,757
Change+1,642 (+35%)
Value$1.2M (+$344.5K)
Filed 2026-10-26
First Business Financial Services, Inc.
UNCHANGED
Shares6,200 from 6,200
Change0 (0%)
Value$1.2M (+$41.2K)
Filed 2026-10-29
KDK Private Wealth Management, LLC
DECREASED
Shares6,145 from 6,246
Change-101 (-2%)
Value$1.2M (+$22.1K)
Filed 2026-11-03
NorthCrest Asset Manangement, LLC
INCREASED
Shares6,116 from 5,987
Change+129 (+2%)
Value$1.2M (+$43.3K)
Filed 2026-10-13
Prime Capital Investment Advisors, LLC
DECREASED
Shares5,935 from 6,202
Change-267 (-4%)
Value$1.1M (-$9.6K)
Filed 2026-10-20
Lpwm LLC
UNCHANGED
Shares5,912 from 5,912
Change0 (0%)
Value$1.1M (+$39.3K)
Filed 2026-10-20
RBA Wealth Management, LLC
INCREASED
Shares5,711 from 5,619
Change+92 (+2%)
Value$1.1M (+$54.9K)
Filed 2026-10-28
Chatham Capital Group, Inc.
DECREASED
Shares5,639 from 5,739
Change-100 (-2%)
Value$1.1M (+$19.0K)
Filed 2026-10-16
Creative Financial Designs Inc
INCREASED
Shares5,452 from 200
Change+5,252 (+2626%)
Value$1.0M (+$1.0M)
Filed 2026-11-04
Bank of New York Mellon Corp
DECREASED
Shares5,203 from 5,268
Change-65 (-1%)
Value$991.8K (+$22.8K)
Filed 2026-11-05
Advisors Management Group Inc
DECREASED
Shares5,199 from 5,363
Change-164 (-3%)
Value$990 (-$985.0K)
Filed 2026-11-05
Daymark Wealth Partners, LLC
INCREASED
Shares5,195 from 4,405
Change+790 (+18%)
Value$990.2K (+$180.0K)
Filed 2026-11-04
Crown Wealth Group, LLC
DECREASED
Shares4,977 from 6,576
Change-1,599 (-24%)
Value$948.6K (-$261.1K)
Filed 2026-10-19
New Wave Wealth Advisors LLC
INCREASED
Shares4,719 from 4,534
Change+185 (+4%)
Value$916.1K (+$82.0K)
Filed 2026-10-19
Cornerstone Wealth Management, LLC
UNCHANGED
Shares4,708 from 4,708
Change0 (0%)
Value$897.3K (+$31.3K)
Filed 2026-11-04
Y-Intercept (Hong Kong) Ltd
NEW
Shares4,608
Change+4,608
Value$878.2K
Filed 2026-10-16
Modera Wealth Management, LLC
INCREASED
Shares4,504 from 3,850
Change+654 (+17%)
Value$858.4K (+$150.2K)
Filed 2026-10-28
Saxon Interests, Inc.
DECREASED
Shares4,474 from 4,478
Change-4 (0%)
Value$852.8K (+$29.0K)
Filed 2026-10-26
RFG Advisory, LLC
DECREASED
Shares4,305 from 5,622
Change-1,317 (-23%)
Value$820.4K (-$213.8K)
Filed 2026-11-03
Warner Financial, Inc
INCREASED
Shares4,173 from 3,525
Change+648 (+18%)
Value$795.3K (+$146.9K)
Filed 2026-11-06
Leavell Investment Management, Inc.
DECREASED
Shares4,161 from 4,203
Change-42 (-1%)
Value$793.1K (+$19.9K)
Filed 2026-11-09
City Center Advisors, LLC
DECREASED
Shares4,109 from 5,768
Change-1,659 (-29%)
Value$783.1K (-$278.0K)
Filed 2026-10-08
Peoples Bank
DECREASED
Shares4,085 from 4,180
Change-95 (-2%)
Value$778.6K (+$9.6K)
Filed 2026-10-09
Independent Financial Group, LLC
INCREASED
Shares3,942 from 3,865
Change+77 (+2%)
Value$751.3K (+$40.3K)
Filed 2026-10-13
Sigma Planning Corp
INCREASED
Shares3,920 from 3,201
Change+719 (+22%)
Value$745.1K (+$156.4K)
Filed 2026-10-23
Advisor Resource Council
INCREASED
Shares3,916 from 1,161
Change+2,755 (+237%)
Value$754.5K (+$534.9K)
Filed 2026-11-05
Avantax Planning Partners, Inc.
INCREASED
Shares3,809 from 3,048
Change+761 (+25%)
Value$726.0K (+$165.3K)
Filed 2026-11-03
Diversify Advisory Services, LLC
DECREASED
Shares3,680 from 4,037
Change-357 (-9%)
Value$710.8K (-$24.5K)
Filed 2026-10-20
Diversify Wealth Management, LLC
DECREASED
Shares3,680 from 4,037
Change-357 (-9%)
Value$710.8K (-$24.5K)
Filed 2026-10-20
Baker Avenue Asset Management, LP
DECREASED
Shares3,592 from 3,786
Change-194 (-5%)
Value$684.7K (-$11.8K)
Filed 2026-11-06
Farther Finance Advisors, LLC
DECREASED
Shares3,508 from 4,550
Change-1,042 (-23%)
Value$668.6K (-$168.4K)
Filed 2026-10-08
Axxcess Wealth Management, LLC
DECREASED
Shares3,222 from 7,841
Change-4,619 (-59%)
Value$614.0K (-$828.3K)
Filed 2026-10-21
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED
Shares3,197 from 15,807
Change-12,610 (-80%)
Value$609.4K (-$2.3M)
Filed 2026-10-14
Eastern Bank
INCREASED
Shares3,178 from 2,978
Change+200 (+7%)
Value$605.7K (+$57.9K)
Filed 2026-10-05
Missouri Trust & Investment Co
UNCHANGED
Shares3,110 from 3,110
Change0 (0%)
Value$592.7K (+$27.4K)
Filed 2026-11-04
Capital Investment Advisors, LLC
DECREASED
Shares3,071 from 3,115
Change-44 (-1%)
Value$585.2K (+$12.3K)
Filed 2026-10-22
Brighton Jones LLC
INCREASED
Shares3,040 from 3,038
Change+2 (+0%)
Value$579.4K (+$20.5K)
Filed 2026-11-03
Global Financial Private Client, LLC
UNCHANGED
Shares3,003 from 3,003
Change0 (0%)
Value$572.3K (+$19.9K)
Filed 2026-10-15
MGO One Seven LLC
DECREASED
Shares2,988 from 3,187
Change-199 (-6%)
Value$569.5K (-$16.8K)
Filed 2026-10-28
Institute for Wealth Management, Llc.
DECREASED
Shares2,973 from 5,046
Change-2,073 (-41%)
Value$566.6K (-$361.6K)
Filed 2026-11-06
Sanchez Gaunt Capital Management, LLC
INCREASED
Shares2,968 from 2,443
Change+525 (+21%)
Value$565.7K (+$116.3K)
Filed 2026-11-03
Stonebridge Financial Planning Group, LLC
DECREASED
Shares2,965 from 5,681
Change-2,716 (-48%)
Value$565.2K (-$479.9K)
Filed 2026-11-06
Dynamic Advisor Solutions LLC
DECREASED
Shares2,953 from 2,979
Change-26 (-1%)
Value$562.7K (+$14.7K)
Filed 2026-10-13
DT Investment Partners, LLC
DECREASED
Shares2,949 from 3,919
Change-970 (-25%)
Value$562.1K (-$158.9K)
Filed 2026-10-27
Evolution Wealth Advisors, LLC
DECREASED
Shares2,863 from 3,551
Change-688 (-19%)
Value$545.7K (-$107.5K)
Filed 2026-11-03
Mission Wealth Management, LP
DECREASED
Shares2,760 from 3,754
Change-994 (-26%)
Value$526.0K (-$164.5K)
Filed 2026-10-15
Allworth Financial LP
INCREASED
Shares2,685 from 2,591
Change+94 (+4%)
Value$494.0K (+$17.4K)
Filed 2026-11-06
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED
Shares2,650 from 2,650
Change0 (0%)
Value$505.1K (+$17.6K)
Filed 2026-10-27
Meridian Investment Counsel Inc.
DECREASED
Shares2,644 from 2,663
Change-19 (-1%)
Value$503.9K (+$14.1K)
Filed 2026-10-14
Trust Co of Vermont
UNCHANGED
Shares2,582 from 2,582
Change0 (0%)
Value$492.1K (+$17.1K)
Filed 2026-10-21
Maltin Wealth Management, Inc.
INCREASED
Shares2,528 from 2,527
Change+1 (+0%)
Value$481.9K (+$17.1K)
Filed 2026-10-13
Glenview Trust Co
UNCHANGED
Shares2,523 from 2,523
Change0 (0%)
Value$480.9K (+$16.8K)
Filed 2026-10-28
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares2,430 from 2,430
Change0 (0%)
Value$463.1K (+$16.1K)
Filed 2026-10-23
Park Avenue Securities LLC
DECREASED
Shares2,401 from 2,409
Change-8 (0%)
Value$458 (-$442.5K)
Filed 2026-10-26
Wealthfront Advisers LLC
DECREASED
Shares2,397 from 2,791
Change-394 (-14%)
Value$456.8K (-$56.6K)
Filed 2026-11-09
Kathmere Capital Management, LLC
UNCHANGED
Shares2,365 from 2,365
Change0 (0%)
Value$450.7K (+$15.7K)
Filed 2026-10-20
Uhlmann Price Securities, LLC
NEW
Shares2,242
Change+2,242
Value$427.3K
Filed 2026-11-03
Condor Capital Management
DECREASED
Shares2,226 from 2,264
Change-38 (-2%)
Value$424.3K (+$7.8K)
Filed 2026-11-06
Bright Financial Advisors, Inc.
UNCHANGED
Shares2,216 from 2,216
Change0 (0%)
Value$422.3K (+$14.7K)
Filed 2026-10-23
Yoder Wealth Management, Inc.
UNCHANGED
Shares2,203 from 2,203
Change0 (0%)
Value$419.9K (+$14.6K)
Filed 2026-10-13
Allspring Global Investments Holdings, LLC
NEW
Shares2,177
Change+2,177
Value$411.3K
Filed 2026-11-04
Cornerstone National Bank & Trust Co
DECREASED
Shares2,121 from 2,580
Change-459 (-18%)
Value$400.7K (-$86.4K)
Filed 2026-10-20
M.E. Allison & Co., Inc.
UNCHANGED
Shares2,116 from 2,116
Change0 (0%)
Value$403.3K (+$14.1K)
Filed 2026-10-09
McCollum Christoferson Group LLC
INCREASED
Shares2,115 from 2,005
Change+110 (+5%)
Value$403.1K (+$34.3K)
Filed 2026-10-13
Essex LLC
DECREASED
Shares1,976 from 1,982
Change-6 (0%)
Value$376.6K (+$12.1K)
Filed 2026-10-14
Fifth Third Securities, Inc.
INCREASED
Shares1,957 from 1,922
Change+35 (+2%)
Value$373.0K (+$19.4K)
Filed 2026-10-21
Blue Fin Capital, Inc.
DECREASED
Shares1,941 from 2,023
Change-82 (-4%)
Value$370.0K (-$2.1K)
Filed 2026-10-28
Mainstream Capital Management LLC
DECREASED
Shares1,914 from 3,304
Change-1,390 (-42%)
Value$364.8K (-$243.0K)
Filed 2026-10-23
IVC Wealth Advisors LLC
UNCHANGED
Shares1,903 from 1,903
Change0 (0%)
Value$362.7K (+$12.7K)
Filed 2026-10-23
Boltwood Capital Management
DECREASED
Shares1,895 from 1,927
Change-32 (-2%)
Value$361.2K (+$6.7K)
Filed 2026-10-02
Kanawha Capital Management LLC
INCREASED
Shares1,882 from 1,782
Change+100 (+6%)
Value$358.7K (+$30.9K)
Filed 2026-10-19
Waters Parkerson & Co., LLC
UNCHANGED
Shares1,866 from 1,866
Change0 (0%)
Value$355.6K (+$12.4K)
Filed 2026-11-04
CGN Advisors LLC
DECREASED
Shares1,856 from 1,969
Change-113 (-6%)
Value$353.7K (-$8.5K)
Filed 2026-10-21
Simplicity Wealth,LLC
DECREASED
Shares1,832 from 2,375
Change-543 (-23%)
Value$349.1K (-$87.8K)
Filed 2026-10-23
North Forty Two & Co.
UNCHANGED
Shares1,809 from 1,809
Change0 (0%)
Value$344.8K (+$12.0K)
Filed 2026-10-19
McAdam, LLC
UNCHANGED
Shares1,798 from 1,798
Change0 (0%)
Value$342.7K (+$11.9K)
Filed 2026-10-21
Jm2 Capital Inc.
DECREASED
Shares1,772 from 1,775
Change-3 (0%)
Value$337.7K (+$11.2K)
Filed 2026-10-14
Peterson Wealth Advisors, LLC
INCREASED
Shares1,770 from 1,767
Change+3 (+0%)
Value$337.3K (+$12.2K)
Filed 2026-10-08
Grimes & Co Wealth Management, LLC
INCREASED
Shares1,759 from 1,756
Change+3 (+0%)
Value$335.3K (+$12.3K)
Filed 2026-10-29
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares1,710 from 1,710
Change0 (0%)
Value$325.9K (+$11.4K)
Filed 2026-10-20
Certuity, LLC
NEW
Shares1,702
Change+1,702
Value$324.5K
Filed 2026-11-02
Stillwater Wealth Management Group
UNCHANGED
Shares1,700 from 1,700
Change0 (0%)
Value$324.0K (+$11.3K)
Filed 2026-10-21
Blackston Financial Advisory Group, LLC
DECREASED
Shares1,696 from 1,734
Change-38 (-2%)
Value$323.3K (+$4.3K)
Filed 2026-11-04
Harbor Asset Planning, Inc.
INCREASED
Shares1,696 from 1,695
Change+1 (+0%)
Value$323.3K (+$11.8K)
Filed 2026-10-23
Exchange Traded Concepts, LLC
DECREASED
Shares1,681 from 19,802
Change-18,121 (-92%)
Value$320.4K (-$3.3M)
Filed 2026-10-28
Collective Family Office LLC
UNCHANGED
Shares1,678 from 1,678
Change0 (0%)
Value$319.8K (+$11.1K)
Filed 2026-10-05
Elevation Point Wealth Partners, LLC
NEW
Shares1,673
Change+1,673
Value$318.9K
Filed 2026-11-05
AdvisorNet Financial, Inc
INCREASED
Shares1,647 from 1,645
Change+2 (+0%)
Value$314.3K (+$11.8K)
Filed 2026-10-15
Goelzer Investment Management, Inc.
DECREASED
Shares1,638 from 1,685
Change-47 (-3%)
Value$312.1K (+$2.2K)
Filed 2026-10-16
Clear Retirement Advice LLC
UNCHANGED
Shares1,635 from 1,635
Change0 (0%)
Value$311.6K (+$10.9K)
Filed 2026-10-22
Spire Wealth Management
DECREASED
Shares1,618 from 1,688
Change-70 (-4%)
Value$308.4K (-$2.1K)
Filed 2026-10-30
LJI Wealth Management, LLC
INCREASED
Shares1,615 from 1,438
Change+177 (+12%)
Value$307.8K (+$43.3K)
Filed 2026-10-28
Swmg, LLC
INCREASED
Shares1,593 from 1,566
Change+27 (+2%)
Value$292.6K (-$6.5K)
Filed 2026-10-23
Capital Management Corp
DECREASED
Shares1,575 from 1,650
Change-75 (-5%)
Value$300.2K (-$3.3K)
Filed 2026-10-29
Midwest Trust Co
UNCHANGED
Shares1,502 from 1,502
Change0 (0%)
Value$286.3K (+$10.0K)
Filed 2026-10-22
Instrumental Wealth, LLC
INCREASED
Shares1,487 from 1,336
Change+151 (+11%)
Value$283.4K (+$37.6K)
Filed 2026-10-20
Center For Asset Management LLC
INCREASED
Shares1,407 from 1,323
Change+84 (+6%)
Value$268.1K (+$24.7K)
Filed 2026-10-16
Naples Global Advisors, LLC
UNCHANGED
Shares1,391 from 1,391
Change0 (0%)
Value$265.1K (+$9.2K)
Filed 2026-11-05
Kestra Private Wealth Services, LLC
INCREASED
Shares1,382 from 1,380
Change+2 (+0%)
Value$263.5K (+$9.6K)
Filed 2026-11-06
J.W. Cole Advisors, Inc.
NEW
Shares1,367
Change+1,367
Value$260.5K
Filed 2026-11-05
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares1,358 from 2,453
Change-1,095 (-45%)
Value$258.8K (-$192.4K)
Filed 2026-10-23
Western Wealth Management, LLC
DECREASED
Shares1,356 from 1,396
Change-40 (-3%)
Value$258.5K (+$1.8K)
Filed 2026-11-09
Insight Advisors, LLC/ PA
UNCHANGED
Shares1,345 from 1,345
Change0 (0%)
Value$256.3K (+$8.9K)
Filed 2026-10-22
Beacon Financial Planning, Inc
UNCHANGED
Shares1,310 from 1,310
Change0 (0%)
Value$249.7K (+$8.7K)
Filed 2026-11-04
Olistico Wealth, LLC
UNCHANGED
Shares1,300 from 1,300
Change0 (0%)
Value$247.8K (+$8.6K)
Filed 2026-10-05
Johnson Financial Group, LLC
DECREASED
Shares1,294 from 1,299
Change-5 (0%)
Value$246.6K (+$7.7K)
Filed 2026-11-03
USA Financial Formulas
NEW
Shares1,282
Change+1,282
Value$244.3K
Filed 2026-10-16
Tiller Private Wealth, Inc.
DECREASED
Shares1,275 from 1,370
Change-95 (-7%)
Value$243.0K (-$9.0K)
Filed 2026-10-26
Hoxton Planning & Management, LLC
DECREASED
Shares1,266 from 1,448
Change-182 (-13%)
Value$241.3K (-$25.1K)
Filed 2026-10-15
Belpointe Asset Management LLC
INCREASED
Shares1,258 from 1,138
Change+120 (+11%)
Value$239.8K (+$30.3K)
Filed 2026-11-09
NWF Advisory Services Inc.
UNCHANGED
Shares1,249 from 1,249
Change0 (0%)
Value$238.0K (+$8.3K)
Filed 2026-10-19
Howard Capital Management, LLC
UNCHANGED
Shares1,238 from 1,238
Change0 (0%)
Value$236.0K (+$8.2K)
Filed 2026-10-16
Archford Capital Strategies, LLC
UNCHANGED
Shares1,227 from 1,227
Change0 (0%)
Value$233.9K (+$8.1K)
Filed 2026-10-19
Compass Financial Management LLC
INCREASED
Shares1,190 from 1,163
Change+27 (+2%)
Value$226.8K (+$6.4K)
Filed 2026-10-30
Global Wealth Management, LLC
INCREASED
Shares1,175 from 1,173
Change+2 (+0%)
Value$224.0K (+$8.2K)
Filed 2026-10-15
River Wealth Advisors LLC
UNCHANGED
Shares1,150 from 1,150
Change0 (0%)
Value$219.2K (+$7.6K)
Filed 2026-11-09
Advantage Trust Co
UNCHANGED
Shares1,143 from 1,143
Change0 (0%)
Value$217.8K (+$7.6K)
Filed 2026-10-19
TAGStone Capital, Inc.
INCREASED
Shares1,127 from 1,125
Change+2 (+0%)
Value$214.8K (+$7.9K)
Filed 2026-11-09
S&A Financial Services, Inc.
INCREASED
Shares1,109 from 1,107
Change+2 (+0%)
Value$211.3K (+$7.7K)
Filed 2026-11-03
Rare Wolf Capital LLC
UNCHANGED
Shares1,107 from 1,107
Change0 (0%)
Value$211.0K (+$7.4K)
Filed 2026-10-20
Savant Capital, LLC
DECREASED
Shares1,086 from 1,936
Change-850 (-44%)
Value$207.0K (-$146.0K)
Filed 2026-11-06
Elmwood Wealth Management, Inc.
NEW
Shares1,082
Change+1,082
Value$206.2K
Filed 2026-10-14
Fjell Capital, LLC
NEW
Shares1,076
Change+1,076
Value$205.1K
Filed 2026-10-13
Sageworth Trust Co
NEW
Shares1,067
Change+1,067
Value$203.4K
Filed 2026-10-30
Burney Co/
NEW
Shares1,067
Change+1,067
Value$203.4K
Filed 2026-10-15
Private Wealth Partners, LLC
NEW
Shares1,059
Change+1,059
Value$201.8K
Filed 2026-10-22
Americana Partners, LLC
DECREASED
Shares1,051 from 1,525
Change-474 (-31%)
Value$200.3K (-$80.2K)
Filed 2026-10-28
Bullock Wealth Management Group
INCREASED
Shares1,048 from 1,046
Change+2 (+0%)
Value$198.0K (+$498)
Filed 2026-10-09
Balance Wealth Partners LLC
NEW
Shares971
Change+971
Value$185.1K
Filed 2026-10-27
Triumph Capital Management
INCREASED
Shares960 from 873
Change+87 (+10%)
Value$183.0K (+$22.4K)
Filed 2026-10-14
IFP Advisors, Inc
DECREASED
Shares933 from 935
Change-2 (0%)
Value$177.8K (+$5.8K)
Filed 2026-10-16
US Bancorp \de\
DECREASED
Shares905 from 1,188
Change-283 (-24%)
Value$172.5K (-$46.0K)
Filed 2026-11-05
Bokf, NA
UNCHANGED
Shares871 from 871
Change0 (0%)
Value$166.0K (+$5.8K)
Filed 2026-10-27
First Premier Bank
UNCHANGED
Shares849 from 849
Change0 (0%)
Value$162 (+$6)
Filed 2026-10-13
Rossby Financial, LCC
INCREASED
Shares834 from 771
Change+63 (+8%)
Value$159.0K (+$17.1K)
Filed 2026-11-05
WestEnd Advisors, LLC
NEW
Shares782
Change+782
Value$149.1K
Filed 2026-10-27
Highline Wealth Partners LLC
UNCHANGED
Shares746 from 746
Change0 (0%)
Value$142.2K (+$5.0K)
Filed 2026-10-19
First Horizon Corp
UNCHANGED
Shares702 from 702
Change0 (0%)
Value$133.8K (+$4.7K)
Filed 2026-10-26
Private Trust Co NA
DECREASED
Shares608 from 610
Change-2 (0%)
Value$115.9K (+$3.7K)
Filed 2026-10-20
Silvant Capital Management LLC
NEW
Shares587
Change+587
Value$111.9K
Filed 2026-11-09
DeDora Capital, Inc.
NEW
Shares586
Change+586
Value$111.7K
Filed 2026-10-26
Union Savings Bank
UNCHANGED
Shares565 from 565
Change0 (0%)
Value$107.7K (+$3.8K)
Filed 2026-10-14
Cassaday & Co Wealth Management LLC
UNCHANGED
Shares556 from 556
Change0 (0%)
Value$106.0K (+$3.7K)
Filed 2026-10-27
Cape Investment Advisory, Inc.
INCREASED
Shares545 from 509
Change+36 (+7%)
Value$103.9K (+$10.2K)
Filed 2026-10-13
Signaturefd, LLC
UNCHANGED
Shares513 from 513
Change0 (0%)
Value$97.8K (+$3.4K)
Filed 2026-10-23
Ashton Thomas Securities, LLC
DECREASED
Shares510 from 511
Change-1 (0%)
Value$97.2K (+$3.2K)
Filed 2026-10-26
Transce3nd, LLC
NEW
Shares487
Change+487
Value$91.4K
Filed 2026-10-26
MV Capital Management, Inc.
UNCHANGED
Shares453 from 453
Change0 (0%)
Value$86.3K (+$3.0K)
Filed 2026-10-29
Angeles Wealth Management, LLC
UNCHANGED
Shares424 from 424
Change0 (0%)
Value$80.8K (+$2.8K)
Filed 2026-10-26
Harbor Investment Advisory, LLC
UNCHANGED
Shares413 from 413
Change0 (0%)
Value$78.7K (+$2.7K)
Filed 2026-10-13
Bulwark Capital Corp
NEW
Shares401
Change+401
Value$76.4K
Filed 2026-10-13
EverSource Wealth Advisors, LLC
INCREASED
Shares399 from 321
Change+78 (+24%)
Value$76.0K (+$17.0K)
Filed 2026-11-04
Larson Financial Group LLC
UNCHANGED
Shares393 from 393
Change0 (0%)
Value$74.9K (+$2.7K)
Filed 2026-11-05
Key FInancial Inc
UNCHANGED
Shares374 from 374
Change0 (0%)
Value$71.3K (+$2.5K)
Filed 2026-11-02
IFG Advisory, LLC
UNCHANGED
Shares362 from 362
Change0 (0%)
Value$69.1K (+$2.4K)
Filed 2026-11-09
Activest Wealth Management
NEW
Shares357
Change+357
Value$68.0K
Filed 2026-10-15
Versant Capital Management, Inc
UNCHANGED
Shares354 from 354
Change0 (0%)
Value$67.5K (+$2.4K)
Filed 2026-10-02
CoreCap Advisors, LLC
UNCHANGED
Shares346 from 346
Change0 (0%)
Value$65.9K (+$2.3K)
Filed 2026-10-08
GHP Investment Advisors, Inc.
UNCHANGED
Shares345 from 345
Change0 (0%)
Value$65.8K (+$2.3K)
Filed 2026-10-15
Salomon & Ludwin, LLC
UNCHANGED
Shares333 from 333
Change0 (0%)
Value$63.5K (+$596)
Filed 2026-10-29
Whipplewood Advisors, LLC
UNCHANGED
Shares330 from 330
Change0 (0%)
Value$62.9K (+$2.2K)
Filed 2026-10-20
TD Waterhouse Canada Inc.
INCREASED
Shares325 from 75
Change+250 (+333%)
Value$61.5K (+$47.3K)
Filed 2026-10-16
Provenance Wealth Advisors, LLC
NEW
Shares301
Change+301
Value$57.4K
Filed 2026-10-30
Geneos Wealth Management Inc.
DECREASED
Shares278 from 317
Change-39 (-12%)
Value$53.0K (-$5.3K)
Filed 2026-11-09
Mosley Wealth Management
DECREASED
Shares277 from 1,095
Change-818 (-75%)
Value$53.5K (-$147.8K)
Filed 2026-10-16
Hazlett, Burt & Watson, Inc.
DECREASED
Shares267 from 298
Change-31 (-10%)
Value$50 (-$48.0K)
Filed 2026-11-04
Rosenberg Matthew Hamilton
UNCHANGED
Shares255 from 255
Change0 (0%)
Value$48.6K (+$1.7K)
Filed 2026-10-05
Root Financial Partners, LLC
NEW
Shares245
Change+245
Value$46.7K
Filed 2026-10-21
Highland Investment Advisors LLC
UNCHANGED
Shares243 from 243
Change0 (0%)
Value$46.4K (+$1.7K)
Filed 2026-11-09
Turtle Creek Wealth Advisors, LLC
UNCHANGED
Shares229 from 229
Change0 (0%)
Value$43.6K (+$1.5K)
Filed 2026-10-15
Realta Investment Advisors
DECREASED
Shares214 from 292
Change-78 (-27%)
Value$40.8K (-$12.9K)
Filed 2026-10-14
SBI Securities Co., Ltd.
UNCHANGED
Shares211 from 211
Change0 (0%)
Value$40.2K (+$1.4K)
Filed 2026-10-22
Next Level Wealth Planning, LLC
NEW
Shares203
Change+203
Value$38.7K
Filed 2026-10-29
Gables Capital Management Inc.
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$38.1K (+$1.3K)
Filed 2026-11-04
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares188 from 188
Change0 (0%)
Value$35.8K (+$1.2K)
Filed 2026-10-15
City State Bank
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$35.3K (+$1.2K)
Filed 2026-10-20
Armor Investment Advisors, LLC
UNCHANGED
Shares185 from 185
Change0 (0%)
Value$35.3K (+$1.2K)
Filed 2026-10-27
Foster Dykema Cabot & Partners, LLC
UNCHANGED
Shares184 from 184
Change0 (0%)
Value$35.1K (+$1.2K)
Filed 2026-10-30
Deutsche Bank Ag\
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$34.3K (+$1.2K)
Filed 2026-11-06
Hanson & Doremus Investment Management
UNCHANGED
Shares166 from 166
Change0 (0%)
Value$32 (+$1)
Filed 2026-10-16
Jacobi Capital Management LLC
NEW
Shares161
Change+161
Value$30.8K
Filed 2026-11-05
Main Street Group, LTD
UNCHANGED
Shares155 from 155
Change0 (0%)
Value$29.5K (+$1.0K)
Filed 2026-10-28
Nfsg Corp
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$29.3K (+$1.1K)
Filed 2026-10-15
Strengthening Families & Communities, LLC
UNCHANGED
Shares146 from 146
Change0 (0%)
Value$27.9K (+$1.0K)
Filed 2026-10-21
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$27.6K (+$963)
Filed 2026-10-27
Monetary Solutions, Ltd
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$25.7K (+$897)
Filed 2026-10-22
Clark Wealth Partners
UNCHANGED
Shares127 from 127
Change0 (0%)
Value$24.2K (+$843)
Filed 2026-10-19
Luken Investment Analytics, LLC
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$22.9K (+$797)
Filed 2026-11-06
Nova Financial LLC
NEW
Shares115
Change+115
Value$22.0K
Filed 2026-11-04
Glass Jacobson Investment Advisors llc
NEW
Shares114
Change+114
Value$21.7K
Filed 2026-10-26
Davis Capital Management
UNCHANGED
Shares108 from 108
Change0 (0%)
Value$20.6K (+$717)
Filed 2026-10-08
Westside Investment Management, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$19.1K (+$664)
Filed 2026-11-02
Bank of New Hampshire
NEW
Shares99
Change+99
Value$18.9K
Filed 2026-10-06
Buck Wealth Strategies, LLC
UNCHANGED
Shares98 from 98
Change0 (0%)
Value$18.7K (+$651)
Filed 2026-10-28
Latitude Advisors, LLC
NEW
Shares95
Change+95
Value$18.1K
Filed 2026-10-27
Rydar Equities, Inc.
NEW
Shares89
Change+89
Value$17.0K
Filed 2026-10-13
Meriwether Wealth & Planning, LLC
NEW
Shares83
Change+83
Value$15.8K
Filed 2026-10-13
UMB Bank, n.a.
DECREASED
Shares70 from 317
Change-247 (-78%)
Value$13.3K (-$45.0K)
Filed 2026-11-06
Lodestone Wealth Management LLC
UNCHANGED
Shares66 from 66
Change0 (0%)
Value$12.5K (+$357)
Filed 2026-10-14
Hartford Financial Management Inc.
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$12.4K (+$432)
Filed 2026-10-21
Lanark Financial, Inc.
DECREASED
Shares64 from 68
Change-4 (-6%)
Value$12.2K (-$310)
Filed 2026-10-26
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares64 from 64
Change0 (0%)
Value$12.2K (+$446)
Filed 2026-10-13
City Holding Co
UNCHANGED
Shares60 from 60
Change0 (0%)
Value$11.4K (+$398)
Filed 2026-10-19
Great Lakes Advisors, LLC
NEW
Shares58
Change+58
Value$11.0K
Filed 2026-11-06
Nemes Rush Group LLC
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$10.7K (+$372)
Filed 2026-11-04
Hantz Financial Services, Inc.
NEW
Shares55
Change+55
Value$10
Filed 2026-11-09
Mather Group, Llc.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$9.5K (+$263)
Filed 2026-10-14
John Boyer, Inc.
NEW
Shares43
Change+43
Value$8.3K
Filed 2026-10-27
SouthState Bank Corp
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$7.6K (+$266)
Filed 2026-11-09
Mascoma Wealth Management LLC
UNCHANGED
Shares39 from 39
Change0 (0%)
Value$7.4K (+$259)
Filed 2026-10-23
Mondrian Investment Partners LTD
NEW
Shares37
Change+37
Value$7.1K
Filed 2026-10-23
POM Investment Strategies, LLC
NEW
Shares32
Change+32
Value$6.1K
Filed 2026-10-20
Abound Wealth Management
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$5.5K (+$193)
Filed 2026-10-26
Hilton Head Capital Partners, LLC
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$4.4K (+$153)
Filed 2026-10-23
Financial Network Wealth Advisors LLC
UNCHANGED
Shares22 from 22
Change0 (0%)
Value$4.2K (+$146)
Filed 2026-10-28
Capital Investment Advisory Services, LLC
DECREASED
Shares19 from 22
Change-3 (-14%)
Value$3.6K (-$429)
Filed 2026-10-30
Golden State Wealth Management, LLC
NEW
Shares18
Change+18
Value$3.4K
Filed 2026-11-02
Russell Investments Group, Ltd.
DECREASED
Shares18 from 19
Change-1 (-5%)
Value$3.4K (-$64)
Filed 2026-11-06
Tidemark, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$3.4K (+$120)
Filed 2026-11-09
Caldwell Trust Co
DECREASED
Shares16 from 116
Change-100 (-86%)
Value$3.0K (-$18.3K)
Filed 2026-10-30
West Paces Advisors Inc.
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$2.9K (+$100)
Filed 2026-10-13
Evolution Wealth Management Inc.
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$2.7K (+$93)
Filed 2026-10-28
Trust Co
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$2.1K (+$73)
Filed 2026-10-09
Strive Financial Group,LLC
NEW
Shares10
Change+10
Value$1.9K
Filed 2026-11-09
Blue Trust, Inc.
UNCHANGED
Shares9 from 9
Change0 (0%)
Value$1.7K (+$59)
Filed 2026-10-15
Canton Hathaway, LLC
NEW
Shares8
Change+8
Value$1.5K
Filed 2026-10-23
Archer Investment Corp
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$1.0K (+$38)
Filed 2026-11-05
JFS Wealth Advisors, LLC
NEW
Shares1
Change+1
Value$191
Filed 2026-11-03
Financial & Tax Architects, LLC
CLOSED
Shares0 from 6,264
Change-6,264 (-100%)
Value$0 (-$1.2M)
Filed 2026-10-15
Doliver Advisors, LP
CLOSED
Shares0 from 5,059
Change-5,059 (-100%)
Value$0 (-$930.6K)
Filed 2026-10-01
Woodward Diversified Capital, LLC
CLOSED
Shares0 from 4,964
Change-4,964 (-100%)
Value$0 (-$913.1K)
Filed 2026-10-21
Ritholtz Wealth Management
CLOSED
Shares0 from 3,795
Change-3,795 (-100%)
Value$0 (-$698.0K)
Filed 2026-11-05
PCG Asset Management, LLC
CLOSED
Shares0 from 3,328
Change-3,328 (-100%)
Value$0 (-$612.3K)
Filed 2026-11-05
AlphaStar Capital Management, LLC
CLOSED
Shares0 from 3,085
Change-3,085 (-100%)
Value$0 (-$567.5K)
Filed 2026-10-16
RPG Investment Advisory, LLC
CLOSED
Shares0 from 1,561
Change-1,561 (-100%)
Value$0 (-$287.2K)
Filed 2026-10-21
Obsidian CIO, LLC
CLOSED
Shares0 from 273
Change-273 (-100%)
Value$0 (-$50.2K)
Filed 2026-11-05
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 222
Change-222 (-100%)
Value$0 (-$40.8K)
Filed 2026-10-26
International Assets Investment Management, LLC
CLOSED
Shares0 from 194
Change-194 (-100%)
Value$0 (-$36.6K)
Filed 2026-11-02
Signature Equity Partners, LLC
CLOSED
Shares0 from 29
Change-29 (-100%)
Value$0 (-$5.4K)
Filed 2026-10-29
Cornerstone Planning Group LLC
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$3.2K)
Filed 2026-10-16
MCF Advisors LLC
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$2.9K)
Filed 2026-10-28
Gill Capital Partners, LLC
CLOSED
Shares0 from 13
Change-13 (-100%)
Value$0 (-$2.4K)
Filed 2026-10-13
Founders Capital Management
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-13
LifeSteps Financial, Inc.
CLOSED
Shares0 from 10
Change-10 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-15
Financial Consulate, Inc
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-23
Belvedere Trading LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$552)
Filed 2026-11-05
Bank of America Corp
N/A
Shares— from 2,443,141
Change-2,443,141 (-100%)
Value—
Pgim Custom Harvest LLC
N/A
Shares— from 2,096,665
Change-2,096,665 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,422,902
Change-1,422,902 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 989,123
Change-989,123 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 777,340
Change-777,340 (-100%)
Value—
UBS Group AG
N/A
Shares— from 742,288
Change-742,288 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 716,133
Change-716,133 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 470,925
Change-470,925 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 346,099
Change-346,099 (-100%)
Value—
Empower Advisory Group, LLC
N/A
Shares— from 254,010
Change-254,010 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 177,268
Change-177,268 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 171,378
Change-171,378 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 142,761
Change-142,761 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 122,772
Change-122,772 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 118,669
Change-118,669 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 110,217
Change-110,217 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 108,607
Change-108,607 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 105,020
Change-105,020 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 100,004
Change-100,004 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 88,929
Change-88,929 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 74,710
Change-74,710 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 73,041
Change-73,041 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 66,857
Change-66,857 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 59,333
Change-59,333 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 58,465
Change-58,465 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 47,611
Change-47,611 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 41,985
Change-41,985 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 32,719
Change-32,719 (-100%)
Value—
Peapack Gladstone Financial Corp
N/A
Shares— from 30,424
Change-30,424 (-100%)
Value—
Vista Investment Management
N/A
Shares— from 25,587
Change-25,587 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 22,251
Change-22,251 (-100%)
Value—
Trinity Legacy Partners, LLC
N/A
Shares— from 20,646
Change-20,646 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 20,163
Change-20,163 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 18,891
Change-18,891 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 18,556
Change-18,556 (-100%)
Value—
D. E. Shaw & Co., Inc.
N/A
Shares— from 18,260
Change-18,260 (-100%)
Value—
Joule Financial, LLC
N/A
Shares— from 17,987
Change-17,987 (-100%)
Value—
Tranquilli Financial Advisor LLC
N/A
Shares— from 17,830
Change-17,830 (-100%)
Value—
Campion Asset Management
N/A
Shares— from 16,735
Change-16,735 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 16,676
Change-16,676 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 16,627
Change-16,627 (-100%)
Value—
Fiduciary Trust Co
N/A
Shares— from 16,506
Change-16,506 (-100%)
Value—
Richmond Brothers, Inc.
N/A
Shares— from 16,315
Change-16,315 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 15,907
Change-15,907 (-100%)
Value—
Elm Partners Management LLC
N/A
Shares— from 15,034
Change-15,034 (-100%)
Value—
Prostatis Group LLC
N/A
Shares— from 14,600
Change-14,600 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 14,524
Change-14,524 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 14,320
Change-14,320 (-100%)
Value—
Bank of Marin
N/A
Shares— from 13,934
Change-13,934 (-100%)
Value—
FMR LLC
N/A
Shares— from 13,871
Change-13,871 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 13,774
Change-13,774 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 13,657
Change-13,657 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 13,573
Change-13,573 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 13,524
Change-13,524 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 13,182
Change-13,182 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 13,140
Change-13,140 (-100%)
Value—
Scotia Capital Inc.
N/A
Shares— from 12,883
Change-12,883 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 12,001
Change-12,001 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 11,899
Change-11,899 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 11,494
Change-11,494 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 10,296
Change-10,296 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 10,212
Change-10,212 (-100%)
Value—
Madden Advisory Services, Inc.
N/A
Shares— from 9,942
Change-9,942 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 9,942
Change-9,942 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 9,902
Change-9,902 (-100%)
Value—
Corsicana & Co.
N/A
Shares— from 9,740
Change-9,740 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 9,692
Change-9,692 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 9,642
Change-9,642 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 9,263
Change-9,263 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 9,079
Change-9,079 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 8,970
Change-8,970 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 8,772
Change-8,772 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 8,414
Change-8,414 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 8,251
Change-8,251 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 8,167
Change-8,167 (-100%)
Value—
Hershey Financial Advisers, LLC
N/A
Shares— from 8,138
Change-8,138 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 8,109
Change-8,109 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 8,088
Change-8,088 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 8,076
Change-8,076 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 7,702
Change-7,702 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 7,653
Change-7,653 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 7,574
Change-7,574 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 6,930
Change-6,930 (-100%)
Value—
&partners
N/A
Shares— from 6,653
Change-6,653 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 6,560
Change-6,560 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 5,862
Change-5,862 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 5,764
Change-5,764 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 5,460
Change-5,460 (-100%)
Value—
BTG Pactual Asset Management US LLC
N/A
Shares— from 5,452
Change-5,452 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 5,429
Change-5,429 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 5,267
Change-5,267 (-100%)
Value—
Independent Advisor Alliance
N/A
Shares— from 4,884
Change-4,884 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 4,849
Change-4,849 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 4,800
Change-4,800 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 4,769
Change-4,769 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 4,497
Change-4,497 (-100%)
Value—
Jacobs Equity LLC
N/A
Shares— from 4,281
Change-4,281 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 4,216
Change-4,216 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 4,055
Change-4,055 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 4,001
Change-4,001 (-100%)
Value—
Simmons Bank
N/A
Shares— from 3,920
Change-3,920 (-100%)
Value—
Timbuktu Capital Management, LLC
N/A
Shares— from 3,867
Change-3,867 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 3,867
Change-3,867 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 3,780
Change-3,780 (-100%)
Value—
Beckerman Institutional, LLC
N/A
Shares— from 3,707
Change-3,707 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 3,686
Change-3,686 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 3,565
Change-3,565 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 3,537
Change-3,537 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 3,481
Change-3,481 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 3,328
Change-3,328 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 3,224
Change-3,224 (-100%)
Value—
Tudor Financial Inc.
N/A
Shares— from 3,196
Change-3,196 (-100%)
Value—
Mittelman Wealth Management
N/A
Shares— from 2,899
Change-2,899 (-100%)
Value—
Bragg Financial Advisors, Inc
N/A
Shares— from 2,897
Change-2,897 (-100%)
Value—
BBR Partners, LLC
N/A
Shares— from 2,876
Change-2,876 (-100%)
Value—
Clark Capital Management Group, Inc.
N/A
Shares— from 2,863
Change-2,863 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 2,784
Change-2,784 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 2,761
Change-2,761 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 2,685
Change-2,685 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 2,628
Change-2,628 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 2,584
Change-2,584 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 2,575
Change-2,575 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 2,555
Change-2,555 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 2,527
Change-2,527 (-100%)
Value—
One Capital Management, LLC
N/A
Shares— from 2,500
Change-2,500 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 2,415
Change-2,415 (-100%)
Value—
SageGuard Financial Group, LLC
N/A
Shares— from 2,409
Change-2,409 (-100%)
Value—
Stephens Inc
N/A
Shares— from 2,348
Change-2,348 (-100%)
Value—
Ingalls & Snyder LLC
N/A
Shares— from 2,315
Change-2,315 (-100%)
Value—
VSM Wealth Advisory, LLC
N/A
Shares— from 2,277
Change-2,277 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 2,258
Change-2,258 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 2,193
Change-2,193 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 2,182
Change-2,182 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 2,169
Change-2,169 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 2,161
Change-2,161 (-100%)
Value—
Capital Group Private Client Services, Inc.
N/A
Shares— from 2,143
Change-2,143 (-100%)
Value—
Legacy Wealth Advisors, LLC
N/A
Shares— from 2,106
Change-2,106 (-100%)
Value—
Abbot Financial Management, Inc.
N/A
Shares— from 2,075
Change-2,075 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 2,032
Change-2,032 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 1,986
Change-1,986 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 1,950
Change-1,950 (-100%)
Value—
Meeder Advisory Services, Inc.
N/A
Shares— from 1,937
Change-1,937 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,935
Change-1,935 (-100%)
Value—
Laffer Tengler Investments, Inc.
N/A
Shares— from 1,920
Change-1,920 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 1,912
Change-1,912 (-100%)
Value—
Callahan Advisors, LLC
N/A
Shares— from 1,850
Change-1,850 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 1,842
Change-1,842 (-100%)
Value—
Liberty Wealth Management LLC
N/A
Shares— from 1,801
Change-1,801 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Commerce Bank
N/A
Shares— from 1,789
Change-1,789 (-100%)
Value—
Schrum Private Wealth Management LLC
N/A
Shares— from 1,743
Change-1,743 (-100%)
Value—
IMA Advisory Services, Inc.
N/A
Shares— from 1,719
Change-1,719 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 1,649
Change-1,649 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 1,613
Change-1,613 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 1,606
Change-1,606 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 1,604
Change-1,604 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 1,561
Change-1,561 (-100%)
Value—
Thomasville National Bank
N/A
Shares— from 1,548
Change-1,548 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 1,517
Change-1,517 (-100%)
Value—
Vickerman Investment Advisors, Inc.
N/A
Shares— from 1,472
Change-1,472 (-100%)
Value—
Panoramic Investment Advisors, LLC
N/A
Shares— from 1,467
Change-1,467 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 1,453
Change-1,453 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 1,422
Change-1,422 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 1,413
Change-1,413 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 1,398
Change-1,398 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 1,398
Change-1,398 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1,374
Change-1,374 (-100%)
Value—
Mission Creek Capital Partners, Inc.
N/A
Shares— from 1,360
Change-1,360 (-100%)
Value—
Mitchell Mcleod Pugh & Williams Inc
N/A
Shares— from 1,292
Change-1,292 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 1,281
Change-1,281 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 1,264
Change-1,264 (-100%)
Value—
Byrne Financial Freedom, LLC
N/A
Shares— from 1,244
Change-1,244 (-100%)
Value—
Betterment LLC
N/A
Shares— from 1,233
Change-1,233 (-100%)
Value—
Aspire Growth Partners LLC
N/A
Shares— from 1,203
Change-1,203 (-100%)
Value—
Texas Yale Capital Corp.
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 1,173
Change-1,173 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 1,146
Change-1,146 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 1,107
Change-1,107 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,032
Change-1,032 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 1,003
Change-1,003 (-100%)
Value—
Windsor Advisory Group, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Blair William & Co
N/A
Shares— from 969
Change-969 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 958
Change-958 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 920
Change-920 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 856
Change-856 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 730
Change-730 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 505
Change-505 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 471
Change-471 (-100%)
Value—
Horizon Bancorp Inc
N/A
Shares— from 428
Change-428 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 401
Change-401 (-100%)
Value—
Integrity Financial Corp
N/A
Shares— from 382
Change-382 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 370
Change-370 (-100%)
Value—
Vanguard National Trust Co
N/A
Shares— from 316
Change-316 (-100%)
Value—
Ameriflex Group, Inc.
N/A
Shares— from 290
Change-290 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 288
Change-288 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 232
Change-232 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 231
Change-231 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 202
Change-202 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 193
Change-193 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 192
Change-192 (-100%)
Value—
Tripletail Wealth Management, LLC
N/A
Shares— from 182
Change-182 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 175
Change-175 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 154
Change-154 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 151
Change-151 (-100%)
Value—
ST Germain D J Co Inc
N/A
Shares— from 145
Change-145 (-100%)
Value—
Field & Main Bank
N/A
Shares— from 125
Change-125 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 106
Change-106 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 88
Change-88 (-100%)
Value—
Copia Wealth Management
N/A
Shares— from 75
Change-75 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
Westfuller Advisors, LLC
N/A
Shares— from 62
Change-62 (-100%)
Value—
Howe & Rusling Inc
N/A
Shares— from 61
Change-61 (-100%)
Value—
Monetary Management Group Inc
N/A
Shares— from 60
Change-60 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Capital Advisor Network LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
1 North Wealth Services LLC
N/A
Shares— from 18
Change-18 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 10
Change-10 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Gould Capital, LLC
N/A
Shares— from 9
Change-9 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 7
Change-7 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
DECREASED369,762410,936-41,174-10%$75.6M$70.5M-$5.1M2026-11-06
Beacon Capital Management, Inc.
DECREASED332,336464,202-131,866-28%$85.4M$63.3M-$22.1M2026-10-13
Assetmark, Inc
DECREASED327,235365,421-38,186-10%$67.2M$62.4M-$4.9M2026-10-21
KCM Investment Advisors LLC
DECREASED247,697252,428-4,731-2%$46.4M$47.2M+$774.4K2026-10-27
Lido Advisors, LLC
INCREASED216,276188,381+27,895+15%$34.7M$41.2M+$6.6M2026-11-04
Armstrong Advisory Group, Inc
INCREASED192,879191,215+1,664+1%$35.2M$36.8M+$1.6M2026-10-09
Morningstar Investment Management LLC
INCREASED131,90694,391+37,515+40%$17.0M$25.1M+$8.2M2026-11-09
Truist Financial Corp
DECREASED129,398131,149-1,751-1%$24.1M$24.7M+$537.0K2026-10-30
Lighthouse Financial Services Inc
INCREASED115,357113,728+1,629+1%$21.5M$22.0M+$514.0K2026-11-02
AGF Management LTD
DECREASED86,36388,438-2,075-2%$16.3M$16.5M+$191.8K2026-11-03
Park National Corp
INCREASED80,26278,207+2,055+3%$14.4M$15.3M+$911.0K2026-10-05
Conservest Capital Advisors, Inc.
INCREASED77,27675,602+1,674+2%$13.9M$14.7M+$820.9K2026-11-09
MassMutual Private Wealth & Trust, FSB
DECREASED52,30053,539-1,239-2%$9.8M$10.0M+$119.4K2026-10-05
PNC Financial Services Group, Inc.
DECREASED51,34754,637-3,290-6%$10.1M$9.8M-$264.3K2026-11-06
AlphaCore Capital LLC
DECREASED45,96047,319-1,359-3%$8.7M$8.8M+$55.3K2026-11-04
Quaker Wealth Management, LLC
INCREASED37,89135,784+2,107+6%$6.6M$7.2M+$639.3K2026-10-22
Gibraltar Capital Management, Inc.
UNCHANGED37,09837,09800%$6.8M$7.1M+$246.3K2026-10-27
Asset One Wealth Management LLC
DECREASED36,90042,609-5,709-13%$8.3M$7.0M-$1.3M2026-11-02
Southern Capital Services Inc
DECREASED36,37137,234-863-2%$6.8M$6.9M+$82.7K2026-10-19
Atlas Capital Advisors Inc.
DECREASED35,63837,938-2,300-6%$7.0M$355.1K-$6.6M2026-11-09
Merit Financial Group, LLC
DECREASED35,06042,575-7,515-18%$7.8M$6.7M-$1.1M2026-11-06
Bellwether Advisors, LLC
NEW32,932—+32,932——$6.3M—2026-11-09
Fifth Third Bancorp
DECREASED32,92833,258-330-1%$6.1M$6.3M+$157.9K2026-11-05
Harbour Investments, Inc.
DECREASED31,87432,655-781-2%$6.0M$6.1M+$67.9K2026-11-09
WBH Advisory Inc
DECREASED30,57631,097-521-2%$5.7M$5.8M+$107.2K2026-11-05
Founders Grove Wealth Partners, LLC
INCREASED27,56326,696+867+3%$4.9M$5.3M+$342.5K2026-10-16
Sharper & Granite LLC
INCREASED26,87526,769+106+0%$4.9M$4.8M-$91.0K2026-11-02
Absolute Capital Management, LLC
INCREASED26,07325,983+90+0%$4.8M$5.0M+$189.7K2026-10-16
First Financial Corp
INCREASED25,35824,462+896+4%$4.5M$4.8M+$333.2K2026-10-13
Northstar Asset Management Co
DECREASED25,31025,735-425-2%$4.6M$4.7M+$121.3K2026-10-22
Kestra Advisory Services, LLC
INCREASED25,13224,092+1,040+4%$4.4M$4.8M+$358.2K2026-11-02
Penobscot Wealth Management
INCREASED24,47122,917+1,554+7%$4.2M$4.7M+$448.2K2026-10-21
Cambridge Investment Research Advisors, Inc.
DECREASED22,90925,028-2,119-8%$4.6M$4.4K-$4.6M2026-11-02
Altura Wealth Advisors Inc.
INCREASED21,99320,570+1,423+7%$3.8M$4.2M+$407.8K2026-10-22
Curran Financial Partners, LLC
NEW21,761—+21,761——$4.1M—2026-11-04
Narus Financial Partners, LLC
INCREASED21,35221,329+23+0%$3.9M$4.1M+$146.0K2026-10-19
Pinnacle Associates LTD
DECREASED20,87123,280-2,409-10%$4.3M$4.0M-$304.6K2026-10-20
Praetorian Wealth Management, Inc.
DECREASED18,50619,944-1,438-7%$3.7M$3.5M-$141.6K2026-10-16
Great Valley Advisor Group, Inc.
INCREASED18,00217,929+73+0%$3.3M$3.4M+$133.6K2026-11-09
Wealthcare Advisory Partners LLC
NEW17,620—+17,620——$3.4M—2026-10-21
Commonwealth Equity Services, LLC
DECREASED15,82422,613-6,789-30%$4.2M$3.0M-$1.1M2026-11-02
New York Life Investment Management LLC
NEW14,108—+14,108——$2.7M—2026-11-04
Dumont & Blake Investment Advisors LLC
DECREASED13,25813,381-123-1%$2.5M$2.5M+$65.4K2026-10-28
Royal Fund Management, LLC
DECREASED13,10613,548-442-3%$2.5M$2.5M+$5.7K2026-10-22
Trust Co of Oklahoma
DECREASED12,81813,591-773-6%$2.5M$2.4M-$57.1K2026-10-15
Junk Investment Group, LLC
INCREASED12,72811,511+1,217+11%$2.1M$2.4M+$308.5K2026-10-19
Atria Investments, Inc
DECREASED12,70827,644-14,936-54%$5.1M$2.4M-$2.7M2026-10-15
Kesler, Norman & Wride, LLC
INCREASED12,6144,768+7,846+165%$877.0K$2.4M+$1.5M2026-11-06
First Bancorp, Inc
DECREASED12,04612,056-100%$2.2M$2.3M+$78.1K2026-10-26
Thrivent Financial for Lutherans
INCREASED11,93511,154+781+7%$2.1M$2.3K-$2.0M2026-11-05
MontVue Capital Management, Inc.
UNCHANGED11,55511,55500%$2.1M$2.2M+$76.7K2026-10-19
Creative Planning
INCREASED11,05410,250+804+8%$1.9M$2.1M+$221.3K2026-11-02
Brandywine OAK Private Wealth LLC
DECREASED10,98111,125-144-1%$2.0M$2.1M+$46.4K2026-10-23
StoneX Group Inc.
INCREASED10,96010,670+290+3%$2.0M$2.1M+$126.2K2026-11-03
Hennion & Walsh Asset Management, Inc.
INCREASED10,1539,940+213+2%$1.8M$1.9M+$106.6K2026-10-13
Bailard, Inc.
INCREASED9,7939,003+790+9%$1.7M$1.9M+$210.3K2026-10-13
Citigroup Inc
INCREASED9,5659,278+287+3%$1.7M$1.8M+$116.3K2026-11-04
D.A. Davidson & Co.
DECREASED9,47617,386-7,910-45%$3.2M$1.8M-$1.4M2026-10-28
Aprio Wealth Management, LLC
UNCHANGED9,3789,37800%$1.7M$1.8M+$62.3K2026-10-28
RCW Management, LLC
DECREASED9,2819,342-61-1%$1.7M$1.8M+$50.4K2026-10-30
Csenge Advisory Group
INCREASED9,1427,771+1,371+18%$1.4M$1.7M+$312.8K2026-11-04
Altfest L J & Co Inc
DECREASED9,0129,722-710-7%$1.8M$1.7M-$70.7K2026-10-27
Heritage Trust Co
DECREASED8,8738,996-123-1%$1.7M$1.7M+$36.3K2026-11-09
Bank of Montreal
INCREASED8,8388,828+10+0%$1.6M$1.7M+$60.5K2026-11-09
CX Institutional
INCREASED8,7928,652+140+2%$1.6K$1.7K+$852026-10-02
White Lighthouse Investment Management Inc.
INCREASED8,5528,229+323+4%$1.5M$1.6M+$116.3K2026-10-21
Parallel Advisors, LLC
DECREASED8,3988,453-55-1%$1.6M$1.6M+$45.6K2026-11-03
NLB Skladi, upravljanje premozenja, d.o.o.
INCREASED8,2357,917+318+4%$1.5M$1.6M+$113.2K2026-10-22
Concurrent Investment Advisors, LLC
INCREASED8,1406,089+2,051+34%$1.1M$1.6M+$431.3K2026-10-16
Aspen Investment Management Inc
UNCHANGED8,0278,02700%$1.5K$1.5K+$532026-11-05
Wealth Enhancement Advisory Services, LLC
DECREASED7,9928,174-182-2%$430.3K$361.3K-$69.0K2026-10-13
Stackstone Wealth, LLC
NEW7,664—+7,664——$1.5M—2026-10-19
Nwam LLC
INCREASED7,4677,072+395+6%$1.3M$1.4M+$122.2K2026-11-09
Bigelow Investment Advisors, LLC
DECREASED7,4177,486-69-1%$1.4M$1.4M+$36.5K2026-10-13
First Citizens Financial Corp
UNCHANGED7,2077,20700%$1.3M$1.4M+$47.9K2026-10-02
Retirement Planning Group, LLC
INCREASED7,0885,945+1,143+19%$1.1M$1.4M+$257.3K2026-10-19
Pennsylvania Capital Management Inc
INCREASED6,9546,952+2+0%$1.3M$1.3M+$46.5K2026-11-05
Robertson Stephens Wealth Management, LLC
DECREASED6,8179,031-2,214-25%$1.7M$1.3M-$362.0K2026-10-16
Valeo Financial Advisors, LLC
DECREASED6,7597,413-654-9%$1.4M$1.3M-$75.4K2026-10-08
Triangle Securities Wealth Management
DECREASED6,6386,723-85-1%$1.2M$1.3M+$28.5K2026-10-14
Citizens Financial Group Inc
INCREASED6,6376,352+285+4%$1.2M$1.3M+$96.5K2026-10-23
Idaho Trust Co
DECREASED6,5957,034-439-6%$1.3M$1.3M-$37.0K2026-11-04
HB Wealth Management, LLC
DECREASED6,46710,277-3,810-37%$1.9M$1.2M-$658.1K2026-10-23
Prospera Financial Services Inc
INCREASED6,4135,852+561+10%$1.1M$1.1M+$22.3K2026-11-04
Oppenheimer & Co Inc
INCREASED6,3994,757+1,642+35%$875.1K$1.2M+$344.5K2026-10-26
First Business Financial Services, Inc.
UNCHANGED6,2006,20000%$1.1M$1.2M+$41.2K2026-10-29
KDK Private Wealth Management, LLC
DECREASED6,1456,246-101-2%$1.1M$1.2M+$22.1K2026-11-03
NorthCrest Asset Manangement, LLC
INCREASED6,1165,987+129+2%$1.1M$1.2M+$43.3K2026-10-13
Prime Capital Investment Advisors, LLC
DECREASED5,9356,202-267-4%$1.1M$1.1M-$9.6K2026-10-20
Lpwm LLC
UNCHANGED5,9125,91200%$1.1M$1.1M+$39.3K2026-10-20
RBA Wealth Management, LLC
INCREASED5,7115,619+92+2%$1.0M$1.1M+$54.9K2026-10-28
Chatham Capital Group, Inc.
DECREASED5,6395,739-100-2%$1.1M$1.1M+$19.0K2026-10-16
Creative Financial Designs Inc
INCREASED5,452200+5,252+2626%$36.8K$1.0M+$1.0M2026-11-04
Bank of New York Mellon Corp
DECREASED5,2035,268-65-1%$969.0K$991.8K+$22.8K2026-11-05
Advisors Management Group Inc
DECREASED5,1995,363-164-3%$986.0K$990-$985.0K2026-11-05
Daymark Wealth Partners, LLC
INCREASED5,1954,405+790+18%$810.2K$990.2K+$180.0K2026-11-04
Crown Wealth Group, LLC
DECREASED4,9776,576-1,599-24%$1.2M$948.6K-$261.1K2026-10-19
New Wave Wealth Advisors LLC
INCREASED4,7194,534+185+4%$834.0K$916.1K+$82.0K2026-10-19
Cornerstone Wealth Management, LLC
UNCHANGED4,7084,70800%$866.0K$897.3K+$31.3K2026-11-04
Y-Intercept (Hong Kong) Ltd
NEW4,608—+4,608——$878.2K—2026-10-16
Modera Wealth Management, LLC
INCREASED4,5043,850+654+17%$708.2K$858.4K+$150.2K2026-10-28
Saxon Interests, Inc.
DECREASED4,4744,478-40%$823.8K$852.8K+$29.0K2026-10-26
RFG Advisory, LLC
DECREASED4,3055,622-1,317-23%$1.0M$820.4K-$213.8K2026-11-03
Warner Financial, Inc
INCREASED4,1733,525+648+18%$648.4K$795.3K+$146.9K2026-11-06
Leavell Investment Management, Inc.
DECREASED4,1614,203-42-1%$773.2K$793.1K+$19.9K2026-11-09
City Center Advisors, LLC
DECREASED4,1095,768-1,659-29%$1.1M$783.1K-$278.0K2026-10-08
Peoples Bank
DECREASED4,0854,180-95-2%$768.9K$778.6K+$9.6K2026-10-09
Independent Financial Group, LLC
INCREASED3,9423,865+77+2%$711.0K$751.3K+$40.3K2026-10-13
Sigma Planning Corp
INCREASED3,9203,201+719+22%$588.7K$745.1K+$156.4K2026-10-23
Advisor Resource Council
INCREASED3,9161,161+2,755+237%$219.6K$754.5K+$534.9K2026-11-05
Avantax Planning Partners, Inc.
INCREASED3,8093,048+761+25%$560.7K$726.0K+$165.3K2026-11-03
Diversify Advisory Services, LLC
DECREASED3,6804,037-357-9%$735.4K$710.8K-$24.5K2026-10-20
Diversify Wealth Management, LLC
DECREASED3,6804,037-357-9%$735.4K$710.8K-$24.5K2026-10-20
Baker Avenue Asset Management, LP
DECREASED3,5923,786-194-5%$696.5K$684.7K-$11.8K2026-11-06
Farther Finance Advisors, LLC
DECREASED3,5084,550-1,042-23%$837.0K$668.6K-$168.4K2026-10-08
Axxcess Wealth Management, LLC
DECREASED3,2227,841-4,619-59%$1.4M$614.0K-$828.3K2026-10-21
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
DECREASED3,19715,807-12,610-80%$2.9M$609.4K-$2.3M2026-10-14
Eastern Bank
INCREASED3,1782,978+200+7%$547.8K$605.7K+$57.9K2026-10-05
Missouri Trust & Investment Co
UNCHANGED3,1103,11000%$565.3K$592.7K+$27.4K2026-11-04
Capital Investment Advisors, LLC
DECREASED3,0713,115-44-1%$572.9K$585.2K+$12.3K2026-10-22
Brighton Jones LLC
INCREASED3,0403,038+2+0%$558.8K$579.4K+$20.5K2026-11-03
Global Financial Private Client, LLC
UNCHANGED3,0033,00300%$552.4K$572.3K+$19.9K2026-10-15
MGO One Seven LLC
DECREASED2,9883,187-199-6%$586.3K$569.5K-$16.8K2026-10-28
Institute for Wealth Management, Llc.
DECREASED2,9735,046-2,073-41%$928.2K$566.6K-$361.6K2026-11-06
Sanchez Gaunt Capital Management, LLC
INCREASED2,9682,443+525+21%$449.4K$565.7K+$116.3K2026-11-03
Stonebridge Financial Planning Group, LLC
DECREASED2,9655,681-2,716-48%$1.0M$565.2K-$479.9K2026-11-06
Dynamic Advisor Solutions LLC
DECREASED2,9532,979-26-1%$548.0K$562.7K+$14.7K2026-10-13
DT Investment Partners, LLC
DECREASED2,9493,919-970-25%$720.9K$562.1K-$158.9K2026-10-27
Evolution Wealth Advisors, LLC
DECREASED2,8633,551-688-19%$653.2K$545.7K-$107.5K2026-11-03
Mission Wealth Management, LP
DECREASED2,7603,754-994-26%$690.5K$526.0K-$164.5K2026-10-15
Allworth Financial LP
INCREASED2,6852,591+94+4%$476.6K$494.0K+$17.4K2026-11-06
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
UNCHANGED2,6502,65000%$487.5K$505.1K+$17.6K2026-10-27
Meridian Investment Counsel Inc.
DECREASED2,6442,663-19-1%$489.9K$503.9K+$14.1K2026-10-14
Trust Co of Vermont
UNCHANGED2,5822,58200%$475.0K$492.1K+$17.1K2026-10-21
Maltin Wealth Management, Inc.
INCREASED2,5282,527+1+0%$464.8K$481.9K+$17.1K2026-10-13
Glenview Trust Co
UNCHANGED2,5232,52300%$464.1K$480.9K+$16.8K2026-10-28
Wilmington Savings Fund Society, FSB
UNCHANGED2,4302,43000%$447.0K$463.1K+$16.1K2026-10-23
Park Avenue Securities LLC
DECREASED2,4012,409-80%$443.0K$458-$442.5K2026-10-26
Wealthfront Advisers LLC
DECREASED2,3972,791-394-14%$513.4K$456.8K-$56.6K2026-11-09
Kathmere Capital Management, LLC
UNCHANGED2,3652,36500%$435.0K$450.7K+$15.7K2026-10-20
Uhlmann Price Securities, LLC
NEW2,242—+2,242——$427.3K—2026-11-03
Condor Capital Management
DECREASED2,2262,264-38-2%$416.5K$424.3K+$7.8K2026-11-06
Bright Financial Advisors, Inc.
UNCHANGED2,2162,21600%$407.6K$422.3K+$14.7K2026-10-23
Yoder Wealth Management, Inc.
UNCHANGED2,2032,20300%$405.2K$419.9K+$14.6K2026-10-13
Allspring Global Investments Holdings, LLC
NEW2,177—+2,177——$411.3K—2026-11-04
Cornerstone National Bank & Trust Co
DECREASED2,1212,580-459-18%$487.1K$400.7K-$86.4K2026-10-20
M.E. Allison & Co., Inc.
UNCHANGED2,1162,11600%$389.2K$403.3K+$14.1K2026-10-09
McCollum Christoferson Group LLC
INCREASED2,1152,005+110+5%$368.8K$403.1K+$34.3K2026-10-13
Essex LLC
DECREASED1,9761,982-60%$364.5K$376.6K+$12.1K2026-10-14
Fifth Third Securities, Inc.
INCREASED1,9571,922+35+2%$353.6K$373.0K+$19.4K2026-10-21
Blue Fin Capital, Inc.
DECREASED1,9412,023-82-4%$372.1K$370.0K-$2.1K2026-10-28
Mainstream Capital Management LLC
DECREASED1,9143,304-1,390-42%$607.8K$364.8K-$243.0K2026-10-23
IVC Wealth Advisors LLC
UNCHANGED1,9031,90300%$350.0K$362.7K+$12.7K2026-10-23
Boltwood Capital Management
DECREASED1,8951,927-32-2%$354.5K$361.2K+$6.7K2026-10-02
Kanawha Capital Management LLC
INCREASED1,8821,782+100+6%$327.8K$358.7K+$30.9K2026-10-19
Waters Parkerson & Co., LLC
UNCHANGED1,8661,86600%$343.2K$355.6K+$12.4K2026-11-04
CGN Advisors LLC
DECREASED1,8561,969-113-6%$362.2K$353.7K-$8.5K2026-10-21
Simplicity Wealth,LLC
DECREASED1,8322,375-543-23%$436.9K$349.1K-$87.8K2026-10-23
North Forty Two & Co.
UNCHANGED1,8091,80900%$332.8K$344.8K+$12.0K2026-10-19
McAdam, LLC
UNCHANGED1,7981,79800%$330.8K$342.7K+$11.9K2026-10-21
Jm2 Capital Inc.
DECREASED1,7721,775-30%$326.5K$337.7K+$11.2K2026-10-14
Peterson Wealth Advisors, LLC
INCREASED1,7701,767+3+0%$325.0K$337.3K+$12.2K2026-10-08
Grimes & Co Wealth Management, LLC
INCREASED1,7591,756+3+0%$323.0K$335.3K+$12.3K2026-10-29
Atlantic Edge Private Wealth Management, LLC
UNCHANGED1,7101,71000%$314.6K$325.9K+$11.4K2026-10-20
Certuity, LLC
NEW1,702—+1,702——$324.5K—2026-11-02
Stillwater Wealth Management Group
UNCHANGED1,7001,70000%$312.7K$324.0K+$11.3K2026-10-21
Blackston Financial Advisory Group, LLC
DECREASED1,6961,734-38-2%$319.0K$323.3K+$4.3K2026-11-04
Harbor Asset Planning, Inc.
INCREASED1,6961,695+1+0%$311.5K$323.3K+$11.8K2026-10-23
Exchange Traded Concepts, LLC
DECREASED1,68119,802-18,121-92%$3.6M$320.4K-$3.3M2026-10-28
Collective Family Office LLC
UNCHANGED1,6781,67800%$308.7K$319.8K+$11.1K2026-10-05
Elevation Point Wealth Partners, LLC
NEW1,673—+1,673——$318.9K—2026-11-05
AdvisorNet Financial, Inc
INCREASED1,6471,645+2+0%$302.6K$314.3K+$11.8K2026-10-15
Goelzer Investment Management, Inc.
DECREASED1,6381,685-47-3%$309.9K$312.1K+$2.2K2026-10-16
Clear Retirement Advice LLC
UNCHANGED1,6351,63500%$300.8K$311.6K+$10.9K2026-10-22
Spire Wealth Management
DECREASED1,6181,688-70-4%$310.5K$308.4K-$2.1K2026-10-30
LJI Wealth Management, LLC
INCREASED1,6151,438+177+12%$264.5K$307.8K+$43.3K2026-10-28
Swmg, LLC
INCREASED1,5931,566+27+2%$299.1K$292.6K-$6.5K2026-10-23
Capital Management Corp
DECREASED1,5751,650-75-5%$303.5K$300.2K-$3.3K2026-10-29
Midwest Trust Co
UNCHANGED1,5021,50200%$276.3K$286.3K+$10.0K2026-10-22
Instrumental Wealth, LLC
INCREASED1,4871,336+151+11%$245.8K$283.4K+$37.6K2026-10-20
Center For Asset Management LLC
INCREASED1,4071,323+84+6%$243.5K$268.1K+$24.7K2026-10-16
Naples Global Advisors, LLC
UNCHANGED1,3911,39100%$255.9K$265.1K+$9.2K2026-11-05
Kestra Private Wealth Services, LLC
INCREASED1,3821,380+2+0%$253.9K$263.5K+$9.6K2026-11-06
J.W. Cole Advisors, Inc.
NEW1,367—+1,367——$260.5K—2026-11-05
Pinnacle Wealth Management Advisory Group, LLC
DECREASED1,3582,453-1,095-45%$451.2K$258.8K-$192.4K2026-10-23
Western Wealth Management, LLC
DECREASED1,3561,396-40-3%$256.7K$258.5K+$1.8K2026-11-09
Insight Advisors, LLC/ PA
UNCHANGED1,3451,34500%$247.4K$256.3K+$8.9K2026-10-22
Beacon Financial Planning, Inc
UNCHANGED1,3101,31000%$241.0K$249.7K+$8.7K2026-11-04
Olistico Wealth, LLC
UNCHANGED1,3001,30000%$239.1K$247.8K+$8.6K2026-10-05
Johnson Financial Group, LLC
DECREASED1,2941,299-50%$239.0K$246.6K+$7.7K2026-11-03
USA Financial Formulas
NEW1,282—+1,282——$244.3K—2026-10-16
Tiller Private Wealth, Inc.
DECREASED1,2751,370-95-7%$252.0K$243.0K-$9.0K2026-10-26
Hoxton Planning & Management, LLC
DECREASED1,2661,448-182-13%$266.4K$241.3K-$25.1K2026-10-15
Belpointe Asset Management LLC
INCREASED1,2581,138+120+11%$209.5K$239.8K+$30.3K2026-11-09
NWF Advisory Services Inc.
UNCHANGED1,2491,24900%$229.8K$238.0K+$8.3K2026-10-19
Howard Capital Management, LLC
UNCHANGED1,2381,23800%$227.7K$236.0K+$8.2K2026-10-16
Archford Capital Strategies, LLC
UNCHANGED1,2271,22700%$225.7K$233.9K+$8.1K2026-10-19
Compass Financial Management LLC
INCREASED1,1901,163+27+2%$220.4K$226.8K+$6.4K2026-10-30
Global Wealth Management, LLC
INCREASED1,1751,173+2+0%$215.8K$224.0K+$8.2K2026-10-15
River Wealth Advisors LLC
UNCHANGED1,1501,15000%$211.5K$219.2K+$7.6K2026-11-09
Advantage Trust Co
UNCHANGED1,1431,14300%$210.3K$217.8K+$7.6K2026-10-19
TAGStone Capital, Inc.
INCREASED1,1271,125+2+0%$207.0K$214.8K+$7.9K2026-11-09
S&A Financial Services, Inc.
INCREASED1,1091,107+2+0%$203.6K$211.3K+$7.7K2026-11-03
Rare Wolf Capital LLC
UNCHANGED1,1071,10700%$203.6K$211.0K+$7.4K2026-10-20
Savant Capital, LLC
DECREASED1,0861,936-850-44%$352.9K$207.0K-$146.0K2026-11-06
Elmwood Wealth Management, Inc.
NEW1,082—+1,082——$206.2K—2026-10-14
Fjell Capital, LLC
NEW1,076—+1,076——$205.1K—2026-10-13
Sageworth Trust Co
NEW1,067—+1,067——$203.4K—2026-10-30
Burney Co/
NEW1,067—+1,067——$203.4K—2026-10-15
Private Wealth Partners, LLC
NEW1,059—+1,059——$201.8K—2026-10-22
Americana Partners, LLC
DECREASED1,0511,525-474-31%$280.5K$200.3K-$80.2K2026-10-28
Bullock Wealth Management Group
INCREASED1,0481,046+2+0%$197.5K$198.0K+$4982026-10-09
Balance Wealth Partners LLC
NEW971—+971——$185.1K—2026-10-27
Triumph Capital Management
INCREASED960873+87+10%$160.6K$183.0K+$22.4K2026-10-14
IFP Advisors, Inc
DECREASED933935-20%$172.0K$177.8K+$5.8K2026-10-16
US Bancorp \de\
DECREASED9051,188-283-24%$218.5K$172.5K-$46.0K2026-11-05
Bokf, NA
UNCHANGED87187100%$160.2K$166.0K+$5.8K2026-10-27
First Premier Bank
UNCHANGED84984900%$156$162+$62026-10-13
Rossby Financial, LCC
INCREASED834771+63+8%$141.8K$159.0K+$17.1K2026-11-05
WestEnd Advisors, LLC
NEW782—+782——$149.1K—2026-10-27
Highline Wealth Partners LLC
UNCHANGED74674600%$137.2K$142.2K+$5.0K2026-10-19
First Horizon Corp
UNCHANGED70270200%$129.1K$133.8K+$4.7K2026-10-26
Private Trust Co NA
DECREASED608610-20%$112.2K$115.9K+$3.7K2026-10-20
Silvant Capital Management LLC
NEW587—+587——$111.9K—2026-11-09
DeDora Capital, Inc.
NEW586—+586——$111.7K—2026-10-26
Union Savings Bank
UNCHANGED56556500%$103.9K$107.7K+$3.8K2026-10-14
Cassaday & Co Wealth Management LLC
UNCHANGED55655600%$102.3K$106.0K+$3.7K2026-10-27
Cape Investment Advisory, Inc.
INCREASED545509+36+7%$93.6K$103.9K+$10.2K2026-10-13
Signaturefd, LLC
UNCHANGED51351300%$94.4K$97.8K+$3.4K2026-10-23
Ashton Thomas Securities, LLC
DECREASED510511-10%$94.0K$97.2K+$3.2K2026-10-26
Transce3nd, LLC
NEW487—+487——$91.4K—2026-10-26
MV Capital Management, Inc.
UNCHANGED45345300%$83.3K$86.3K+$3.0K2026-10-29
Angeles Wealth Management, LLC
UNCHANGED42442400%$78.0K$80.8K+$2.8K2026-10-26
Harbor Investment Advisory, LLC
UNCHANGED41341300%$76.0K$78.7K+$2.7K2026-10-13
Bulwark Capital Corp
NEW401—+401——$76.4K—2026-10-13
EverSource Wealth Advisors, LLC
INCREASED399321+78+24%$59.0K$76.0K+$17.0K2026-11-04
Larson Financial Group LLC
UNCHANGED39339300%$72.3K$74.9K+$2.7K2026-11-05
Key FInancial Inc
UNCHANGED37437400%$68.8K$71.3K+$2.5K2026-11-02
IFG Advisory, LLC
UNCHANGED36236200%$66.6K$69.1K+$2.4K2026-11-09
Activest Wealth Management
NEW357—+357——$68.0K—2026-10-15
Versant Capital Management, Inc
UNCHANGED35435400%$65.1K$67.5K+$2.4K2026-10-02
CoreCap Advisors, LLC
UNCHANGED34634600%$63.6K$65.9K+$2.3K2026-10-08
GHP Investment Advisors, Inc.
UNCHANGED34534500%$63.5K$65.8K+$2.3K2026-10-15
Salomon & Ludwin, LLC
UNCHANGED33333300%$62.9K$63.5K+$5962026-10-29
Whipplewood Advisors, LLC
UNCHANGED33033000%$60.7K$62.9K+$2.2K2026-10-20
TD Waterhouse Canada Inc.
INCREASED32575+250+333%$14.2K$61.5K+$47.3K2026-10-16
Provenance Wealth Advisors, LLC
NEW301—+301——$57.4K—2026-10-30
Geneos Wealth Management Inc.
DECREASED278317-39-12%$58.3K$53.0K-$5.3K2026-11-09
Mosley Wealth Management
DECREASED2771,095-818-75%$201.4K$53.5K-$147.8K2026-10-16
Hazlett, Burt & Watson, Inc.
DECREASED267298-31-10%$48.0K$50-$48.0K2026-11-04
Rosenberg Matthew Hamilton
UNCHANGED25525500%$46.9K$48.6K+$1.7K2026-10-05
Root Financial Partners, LLC
NEW245—+245——$46.7K—2026-10-21
Highland Investment Advisors LLC
UNCHANGED24324300%$44.7K$46.4K+$1.7K2026-11-09
Turtle Creek Wealth Advisors, LLC
UNCHANGED22922900%$42.1K$43.6K+$1.5K2026-10-15
Realta Investment Advisors
DECREASED214292-78-27%$53.7K$40.8K-$12.9K2026-10-14
SBI Securities Co., Ltd.
UNCHANGED21121100%$38.8K$40.2K+$1.4K2026-10-22
Next Level Wealth Planning, LLC
NEW203—+203——$38.7K—2026-10-29
Gables Capital Management Inc.
UNCHANGED20020000%$36.8K$38.1K+$1.3K2026-11-04
Cherry Tree Wealth Management, LLC
UNCHANGED18818800%$34.6K$35.8K+$1.2K2026-10-15
City State Bank
UNCHANGED18518500%$34.0K$35.3K+$1.2K2026-10-20
Armor Investment Advisors, LLC
UNCHANGED18518500%$34.0K$35.3K+$1.2K2026-10-27
Foster Dykema Cabot & Partners, LLC
UNCHANGED18418400%$33.8K$35.1K+$1.2K2026-10-30
Deutsche Bank Ag\
UNCHANGED18018000%$33.1K$34.3K+$1.2K2026-11-06
Hanson & Doremus Investment Management
UNCHANGED16616600%$31$32+$12026-10-16
Jacobi Capital Management LLC
NEW161—+161——$30.8K—2026-11-05
Main Street Group, LTD
UNCHANGED15515500%$28.5K$29.5K+$1.0K2026-10-28
Nfsg Corp
UNCHANGED15415400%$28.3K$29.3K+$1.1K2026-10-15
Strengthening Families & Communities, LLC
UNCHANGED14614600%$26.8K$27.9K+$1.0K2026-10-21
Pinnacle Wealth Planning Services, Inc.
UNCHANGED14514500%$26.7K$27.6K+$9632026-10-27
Monetary Solutions, Ltd
UNCHANGED13513500%$24.8K$25.7K+$8972026-10-22
Clark Wealth Partners
UNCHANGED12712700%$23.4K$24.2K+$8432026-10-19
Luken Investment Analytics, LLC
UNCHANGED12012000%$22.1K$22.9K+$7972026-11-06
Nova Financial LLC
NEW115—+115——$22.0K—2026-11-04
Glass Jacobson Investment Advisors llc
NEW114—+114——$21.7K—2026-10-26
Davis Capital Management
UNCHANGED10810800%$19.9K$20.6K+$7172026-10-08
Westside Investment Management, Inc.
UNCHANGED10010000%$18.4K$19.1K+$6642026-11-02
Bank of New Hampshire
NEW99—+99——$18.9K—2026-10-06
Buck Wealth Strategies, LLC
UNCHANGED989800%$18.0K$18.7K+$6512026-10-28
Latitude Advisors, LLC
NEW95—+95——$18.1K—2026-10-27
Rydar Equities, Inc.
NEW89—+89——$17.0K—2026-10-13
Meriwether Wealth & Planning, LLC
NEW83—+83——$15.8K—2026-10-13
UMB Bank, n.a.
DECREASED70317-247-78%$58.3K$13.3K-$45.0K2026-11-06
Lodestone Wealth Management LLC
UNCHANGED666600%$12.2K$12.5K+$3572026-10-14
Hartford Financial Management Inc.
UNCHANGED656500%$12.0K$12.4K+$4322026-10-21
Lanark Financial, Inc.
DECREASED6468-4-6%$12.5K$12.2K-$3102026-10-26
Beacon Investment Advisory Services, Inc.
UNCHANGED646400%$11.7K$12.2K+$4462026-10-13
City Holding Co
UNCHANGED606000%$11.0K$11.4K+$3982026-10-19
Great Lakes Advisors, LLC
NEW58—+58——$11.0K—2026-11-06
Nemes Rush Group LLC
UNCHANGED565600%$10.3K$10.7K+$3722026-11-04
Hantz Financial Services, Inc.
NEW55—+55——$10—2026-11-09
Mather Group, Llc.
UNCHANGED505000%$9.3K$9.5K+$2632026-10-14
John Boyer, Inc.
NEW43—+43——$8.3K—2026-10-27
SouthState Bank Corp
UNCHANGED404000%$7.4K$7.6K+$2662026-11-09
Mascoma Wealth Management LLC
UNCHANGED393900%$7.2K$7.4K+$2592026-10-23
Mondrian Investment Partners LTD
NEW37—+37——$7.1K—2026-10-23
POM Investment Strategies, LLC
NEW32—+32——$6.1K—2026-10-20
Abound Wealth Management
UNCHANGED292900%$5.3K$5.5K+$1932026-10-26
Hilton Head Capital Partners, LLC
UNCHANGED232300%$4.2K$4.4K+$1532026-10-23
Financial Network Wealth Advisors LLC
UNCHANGED222200%$4.0K$4.2K+$1462026-10-28
Capital Investment Advisory Services, LLC
DECREASED1922-3-14%$4.0K$3.6K-$4292026-10-30
Golden State Wealth Management, LLC
NEW18—+18——$3.4K—2026-11-02
Russell Investments Group, Ltd.
DECREASED1819-1-5%$3.5K$3.4K-$642026-11-06
Tidemark, LLC
UNCHANGED181800%$3.3K$3.4K+$1202026-11-09
Caldwell Trust Co
DECREASED16116-100-86%$21.3K$3.0K-$18.3K2026-10-30
West Paces Advisors Inc.
UNCHANGED151500%$2.8K$2.9K+$1002026-10-13
Evolution Wealth Management Inc.
UNCHANGED141400%$2.6K$2.7K+$932026-10-28
Trust Co
UNCHANGED111100%$2.0K$2.1K+$732026-10-09
Strive Financial Group,LLC
NEW10—+10——$1.9K—2026-11-09
Blue Trust, Inc.
UNCHANGED9900%$1.7K$1.7K+$592026-10-15
Canton Hathaway, LLC
NEW8—+8——$1.5K—2026-10-23
Archer Investment Corp
UNCHANGED5500%$989$1.0K+$382026-11-05
JFS Wealth Advisors, LLC
NEW1—+1——$191—2026-11-03
Financial & Tax Architects, LLC
CLOSED06,264-6,264-100%$1.2M$0-$1.2M2026-10-15
Doliver Advisors, LP
CLOSED05,059-5,059-100%$930.6K$0-$930.6K2026-10-01
Woodward Diversified Capital, LLC
CLOSED04,964-4,964-100%$913.1K$0-$913.1K2026-10-21
Ritholtz Wealth Management
CLOSED03,795-3,795-100%$698.0K$0-$698.0K2026-11-05
PCG Asset Management, LLC
CLOSED03,328-3,328-100%$612.3K$0-$612.3K2026-11-05
AlphaStar Capital Management, LLC
CLOSED03,085-3,085-100%$567.5K$0-$567.5K2026-10-16
RPG Investment Advisory, LLC
CLOSED01,561-1,561-100%$287.2K$0-$287.2K2026-10-21
Obsidian CIO, LLC
CLOSED0273-273-100%$50.2K$0-$50.2K2026-11-05
Vermillion Wealth Management, Inc.
CLOSED0222-222-100%$40.8K$0-$40.8K2026-10-26
International Assets Investment Management, LLC
CLOSED0194-194-100%$36.6K$0-$36.6K2026-11-02
Signature Equity Partners, LLC
CLOSED029-29-100%$5.4K$0-$5.4K2026-10-29
Cornerstone Planning Group LLC
CLOSED017-17-100%$3.2K$0-$3.2K2026-10-16
MCF Advisors LLC
CLOSED016-16-100%$2.9K$0-$2.9K2026-10-28
Gill Capital Partners, LLC
CLOSED013-13-100%$2.4K$0-$2.4K2026-10-13
Founders Capital Management
CLOSED010-10-100%$1.8K$0-$1.8K2026-10-13
LifeSteps Financial, Inc.
CLOSED010-10-100%$1.8K$0-$1.8K2026-10-15
Financial Consulate, Inc
CLOSED08-8-100%$1.5K$0-$1.5K2026-10-23
Belvedere Trading LLC
CLOSED03-3-100%$552$0-$5522026-11-05
Bank of America Corp
N/A—2,443,141-2,443,141-100%$449.4M———
Pgim Custom Harvest LLC
N/A—2,096,665-2,096,665-100%$385.7M———
JPMorgan Chase & Co
N/A—1,422,902-1,422,902-100%$263.1M———
Morgan Stanley
N/A—989,123-989,123-100%$181.9M———
Wells Fargo & Company
N/A—777,340-777,340-100%$143.0M———
UBS Group AG
N/A—742,288-742,288-100%$136.5M———
Ameriprise Financial Inc
N/A—716,133-716,133-100%$131.7M———
Envestnet Asset Management Inc
N/A—470,925-470,925-100%$86.6M———
Raymond James Financial Inc
N/A—346,099-346,099-100%$63.7M———
Empower Advisory Group, LLC
N/A—254,010-254,010-100%$46.7M———
Stifel Financial Corp
N/A—177,268-177,268-100%$32.6M———
Ameritas Advisory Services, LLC
N/A—171,378-171,378-100%$31.5M———
Janney Montgomery Scott LLC
N/A—142,761-142,761-100%$26.3M———
Cetera Investment Advisers
N/A—122,772-122,772-100%$22.6M———
Goldman Sachs Group Inc
N/A—118,669-118,669-100%$21.8M———
Royal Bank of Canada
N/A—110,217-110,217-100%$20.3M———
Northwestern Mutual Wealth Management Co
N/A—108,607-108,607-100%$20.0M———
Mercer Global Advisors Inc
N/A—105,020-105,020-100%$19.3M———
BNP Paribas Financial Markets
N/A—100,004-100,004-100%$18.4M———
M&T Bank Corp
N/A—88,929-88,929-100%$16.4M———
Baird Financial Group, Inc.
N/A—74,710-74,710-100%$13.7M———
HighTower Advisors, LLC
N/A—73,041-73,041-100%$13.4M———
Rockefeller Capital Management L.P.
N/A—66,857-66,857-100%$12.3M———
Osaic Holdings, Inc.
N/A—59,333-59,333-100%$10.9M———
Mason & Associates Inc
N/A—58,465-58,465-100%$10.8M———
Quantinno Capital Management LP
N/A—47,611-47,611-100%$8.8M———
Jones Financial Companies Lllp
N/A—41,985-41,985-100%$7.6M———
Federation des caisses Desjardins du Quebec
N/A—32,719-32,719-100%$6.0M———
Peapack Gladstone Financial Corp
N/A—30,424-30,424-100%$5.6M———
Vista Investment Management
N/A—25,587-25,587-100%$4.7M———
Citadel Advisors LLC
N/A—22,251-22,251-100%$4.1M———
Trinity Legacy Partners, LLC
N/A—20,646-20,646-100%$4.0M———
Arax Advisory Partners
N/A—20,163-20,163-100%$3.7M———
Anchor Investment Management, LLC
N/A—18,891-18,891-100%$3.5M———
Advisors Capital Management, LLC
N/A—18,556-18,556-100%$3.4M———
D. E. Shaw & Co., Inc.
N/A—18,260-18,260-100%$3.4M———
Joule Financial, LLC
N/A—17,987-17,987-100%$3.3M———
Tranquilli Financial Advisor LLC
N/A—17,830-17,830-100%$3.3M———
Campion Asset Management
N/A—16,735-16,735-100%$3.1M———
O'shaughnessy Asset Management, LLC
N/A—16,676-16,676-100%$3.1M———
Sanctuary Advisors, LLC
N/A—16,627-16,627-100%$3.1M———
Fiduciary Trust Co
N/A—16,506-16,506-100%$3.0M———
Richmond Brothers, Inc.
N/A—16,315-16,315-100%$3.0M———
Hancock Whitney Corp
N/A—15,907-15,907-100%$2.9M———
Elm Partners Management LLC
N/A—15,034-15,034-100%$2.8M———
Prostatis Group LLC
N/A—14,600-14,600-100%$2.7M———
Flow Traders U.S. LLC
N/A—14,524-14,524-100%$2.7M———
Bank of Nova Scotia
N/A—14,320-14,320-100%$2.6M———
Bank of Marin
N/A—13,934-13,934-100%$2.6M———
FMR LLC
N/A—13,871-13,871-100%$2.6M———
Captrust Financial Advisors
N/A—13,774-13,774-100%$2.5M———
Crews Bank & Trust
N/A—13,657-13,657-100%$2.5M———
Mariner, LLC
N/A—13,573-13,573-100%$2.5M———
Dorsey & Whitney Trust Co LLC
N/A—13,524-13,524-100%$2.5M———
Integrated Wealth Concepts LLC
N/A—13,182-13,182-100%$2.4M———
Focus Partners Wealth
N/A—13,140-13,140-100%$2.4M———
Scotia Capital Inc.
N/A—12,883-12,883-100%$2.4M———
Pathstone Holdings, LLC
N/A—12,001-12,001-100%$2.2M———
NewEdge Advisors, LLC
N/A—11,899-11,899-100%$2.2M———
Principal Securities, Inc.
N/A—11,494-11,494-100%$2.1M———
J. M. Brown & Associates Inc.
N/A—10,296-10,296-100%$1.9M———
Spinnaker Trust
N/A—10,212-10,212-100%$1.9M———
Madden Advisory Services, Inc.
N/A—9,942-9,942-100%$1.8M———
Summit Financial, LLC
N/A—9,942-9,942-100%$1.8M———
MML Investors Services, LLC
N/A—9,902-9,902-100%$1.8M———
Corsicana & Co.
N/A—9,740-9,740-100%$1.8M———
MAI Capital Management
N/A—9,692-9,692-100%$1.8M———
Private Advisor Group, LLC
N/A—9,642-9,642-100%$1.8M———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—9,263-9,263-100%$1.7M———
Dakota Wealth Management
N/A—9,079-9,079-100%$1.7M———
BlackRock, Inc.
N/A—8,970-8,970-100%$1.7M———
Cerity Partners LLC
N/A—8,772-8,772-100%$1.6M———
Susquehanna International Group, LLP
N/A—8,414-8,414-100%$1.5M———
Syon Capital LLC
N/A—8,251-8,251-100%$1.5M———
One Charles Private Wealth Services, LLC
N/A—8,167-8,167-100%$1.5M———
Hershey Financial Advisers, LLC
N/A—8,138-8,138-100%$1.5M———
Essex Financial Services, Inc.
N/A—8,109-8,109-100%$1.5M———
HRT Financial LP
N/A—8,088-8,088-100%$1.5M———
Snowden Capital Advisors LLC
N/A—8,076-8,076-100%$1.5M———
CVA Family Office, LLC
N/A—7,702-7,702-100%$1.4M———
Stratos Wealth Partners, Ltd.
N/A—7,653-7,653-100%$1.4M———
AQR Capital Management LLC
N/A—7,574-7,574-100%$1.4M———
GTS Securities LLC
N/A—6,930-6,930-100%$1.3M———
&partners
N/A—6,653-6,653-100%$1.2M———
Centaurus Financial, Inc.
N/A—6,560-6,560-100%$1.2M———
Johnson Investment Counsel Inc
N/A—5,862-5,862-100%$1.1M———
Gotham Asset Management, LLC
N/A—5,764-5,764-100%$1.1M———
Tower Research Capital LLC (TRC)
N/A—5,460-5,460-100%$1.0M———
BTG Pactual Asset Management US LLC
N/A—5,452-5,452-100%$1.0M———
Northern Trust Corp
N/A—5,429-5,429-100%$998.7K———
Caprock Group, LLC
N/A—5,267-5,267-100%$968.9K———
Independent Advisor Alliance
N/A—4,884-4,884-100%$898.4K———
Hanover Advisors Inc
N/A—4,849-4,849-100%$892.0K———
LRI Investments, LLC
N/A—4,800-4,800-100%$883.0K———
First National Bank of Omaha
N/A—4,769-4,769-100%$881.7K———
Advisory Services Network, LLC
N/A—4,497-4,497-100%$827.3K———
Jacobs Equity LLC
N/A—4,281-4,281-100%$787.5K———
Wealthspire Retirement, LLC
N/A—4,216-4,216-100%$775.6K———
UBS Asset Management Americas LLC
N/A—4,055-4,055-100%$745.9K———
Manning & Napier Advisors LLC
N/A—4,001-4,001-100%$739.7K———
Simmons Bank
N/A—3,920-3,920-100%$721.1K———
Timbuktu Capital Management, LLC
N/A—3,867-3,867-100%$711.4K———
Envestnet Portfolio Solutions, Inc.
N/A—3,867-3,867-100%$711.3K———
Steward Partners Investment Advisory, LLC
N/A—3,780-3,780-100%$695.3K———
Beckerman Institutional, LLC
N/A—3,707-3,707-100%$681.9K———
Gateway Wealth Partners, LLC
N/A—3,686-3,686-100%$678.1K———
Financial Engines Advisors L.L.C.
N/A—3,565-3,565-100%$655.8K———
Checchi Capital Advisers, LLC
N/A—3,537-3,537-100%$650.6K———
Cresset Asset Management, LLC
N/A—3,481-3,481-100%$640.3K———
Keel Point, LLC
N/A—3,328-3,328-100%$612.2K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—3,224-3,224-100%$593.1K———
Tudor Financial Inc.
N/A—3,196-3,196-100%$587.9K———
Mittelman Wealth Management
N/A—2,899-2,899-100%$533.3K———
Bragg Financial Advisors, Inc
N/A—2,897-2,897-100%$532.8K———
BBR Partners, LLC
N/A—2,876-2,876-100%$529.0K———
Clark Capital Management Group, Inc.
N/A—2,863-2,863-100%$526.6K———
Atlantic Union Bankshares Corp
N/A—2,784-2,784-100%$512.1K———
United Capital Financial Advisors, LLC
N/A—2,761-2,761-100%$508.4K———
Equitable Holdings, Inc.
N/A—2,685-2,685-100%$493.9K———
Huntington National Bank
N/A—2,628-2,628-100%$483.4K———
Waverly Advisors, LLC
N/A—2,584-2,584-100%$475.4K———
EP Wealth Advisors, LLC
N/A—2,575-2,575-100%$473.7K———
Mutual Advisors, LLC
N/A—2,555-2,555-100%$469.9K———
Coppell Advisory Solutions LLC
N/A—2,527-2,527-100%$411.9K———
One Capital Management, LLC
N/A—2,500-2,500-100%$449.7K———
Rothschild Wealth LLC
N/A—2,415-2,415-100%$444.2K———
SageGuard Financial Group, LLC
N/A—2,409-2,409-100%$443.2K———
Stephens Inc
N/A—2,348-2,348-100%$431.9K———
Ingalls & Snyder LLC
N/A—2,315-2,315-100%$426.0K———
VSM Wealth Advisory, LLC
N/A—2,277-2,277-100%$418.9K———
BFC Planning, Inc.
N/A—2,258-2,258-100%$415.2K———
Brookwood Investment Group LLC
N/A—2,193-2,193-100%$403.4K———
Point72 Asset Management, L.P.
N/A—2,182-2,182-100%$401.4K———
Foundations Investment Advisors, LLC
N/A—2,169-2,169-100%$399.0K———
Wealthspire Advisors, LLC
N/A—2,161-2,161-100%$397.5K———
Capital Group Private Client Services, Inc.
N/A—2,143-2,143-100%$394.2K———
Legacy Wealth Advisors, LLC
N/A—2,106-2,106-100%$387.4K———
Abbot Financial Management, Inc.
N/A—2,075-2,075-100%$381.7K———
Glenmede Trust Co NA
N/A—2,032-2,032-100%$373.8K———
Tradition Wealth Management, LLC
N/A—2,000-2,000-100%$367.9K———
IEQ Capital, LLC
N/A—1,986-1,986-100%$365.3K———
Wealth Alliance, LLC
N/A—1,950-1,950-100%$358.7K———
Meeder Advisory Services, Inc.
N/A—1,937-1,937-100%$356.3K———
AE Wealth Management LLC
N/A—1,935-1,935-100%$355.9K———
Laffer Tengler Investments, Inc.
N/A—1,920-1,920-100%$353.2K———
CIBC Bancorp USA Inc.
N/A—1,912-1,912-100%$351.7K———
Callahan Advisors, LLC
N/A—1,850-1,850-100%$340.3K———
Prestige Wealth Management Group LLC
N/A—1,842-1,842-100%$338.8K———
Liberty Wealth Management LLC
N/A—1,801-1,801-100%$324.1K———
Empowered Funds, LLC
N/A—1,800-1,800-100%$331.1K———
Commerce Bank
N/A—1,789-1,789-100%$329.1K———
Schrum Private Wealth Management LLC
N/A—1,743-1,743-100%$240.9K———
IMA Advisory Services, Inc.
N/A—1,719-1,719-100%$316.2K———
Daybright Advisory Services, Inc.
N/A—1,649-1,649-100%$299.8K———
Strategic Investment Solutions, Inc.
N/A—1,613-1,613-100%$296.6K———
Savvy Advisors, Inc.
N/A—1,606-1,606-100%$295.4K———
Arkadios Wealth Advisors
N/A—1,604-1,604-100%$295.0K———
Chevy Chase Trust Holdings, LLC
N/A—1,600-1,600-100%$294.3K———
Gladstone Institutional Advisory LLC
N/A—1,561-1,561-100%$287.1K———
Thomasville National Bank
N/A—1,548-1,548-100%$284.8K———
Modern Wealth Management, LLC
N/A—1,517-1,517-100%$279.0K———
Vickerman Investment Advisors, Inc.
N/A—1,472-1,472-100%$270.8K———
Panoramic Investment Advisors, LLC
N/A—1,467-1,467-100%$269.9K———
Zhang Financial LLC
N/A—1,453-1,453-100%$267.2K———
Beacon Pointe Advisors, LLC
N/A—1,422-1,422-100%$261.6K———
GeoWealth Management, LLC
N/A—1,413-1,413-100%$259.9K———
Hills Bank & Trust Co
N/A—1,398-1,398-100%$257.2K———
Stonebridge Financial Group, LLC
N/A—1,398-1,398-100%$257.0K———
Whittier Trust Co
N/A—1,374-1,374-100%$259.9K———
Mission Creek Capital Partners, Inc.
N/A—1,360-1,360-100%$250.2K———
Mitchell Mcleod Pugh & Williams Inc
N/A—1,292-1,292-100%$237.6K———
OneDigital Investment Advisors LLC
N/A—1,281-1,281-100%$235.6K———
Nuveen, LLC
N/A—1,264-1,264-100%$232.5K———
Byrne Financial Freedom, LLC
N/A—1,244-1,244-100%$228.9K———
Betterment LLC
N/A—1,233-1,233-100%$227.0K———
Aspire Growth Partners LLC
N/A—1,203-1,203-100%$221.3K———
Texas Yale Capital Corp.
N/A—1,200-1,200-100%$220.7K———
Trexquant Investment LP
N/A—1,173-1,173-100%$215.8K———
World Investment Advisors
N/A—1,146-1,146-100%$207.9K———
USA Financial Formulas
N/A—1,107-1,107-100%$203.6K———
Millstone Evans Group, LLC
N/A—1,032-1,032-100%$189.8K———
Qube Research & Technologies Ltd
N/A—1,003-1,003-100%$184.5K———
Windsor Advisory Group, LLC
N/A—1,000-1,000-100%$184.0K———
Blair William & Co
N/A—969-969-100%$178.2K———
Global Retirement Partners, LLC
N/A—958-958-100%$176.2K———
Aptus Capital Advisors, LLC
N/A—920-920-100%$169.2K———
Johnson Financial Group, Inc.
N/A—856-856-100%$157.5K———
Tanglewood Legacy Advisors, LLC
N/A—730-730-100%$134.3K———
Franklin Resources Inc
N/A—505-505-100%$92.9K———
Founders Financial Alliance, LLC
N/A—471-471-100%$86.6K———
Horizon Bancorp Inc
N/A—428-428-100%$79.0K———
Fiduciary Financial Advisors
N/A—401-401-100%$74.1K———
Integrity Financial Corp
N/A—382-382-100%$70.3K———
Medallion Wealth Advisors, LLC
N/A—370-370-100%$68.1K———
Vanguard National Trust Co
N/A—316-316-100%$58.1K———
Ameriflex Group, Inc.
N/A—290-290-100%$53.3K———
SHP Wealth Management
N/A—288-288-100%$53.0K———
Whittier Trust Co of Nevada Inc
N/A—232-232-100%$44.1K———
Continuum Advisory, LLC
N/A—231-231-100%$42.5K———
Atomic Invest LLC
N/A—202-202-100%$37.3K———
Harborfront Financial Group LLC
N/A—193-193-100%$35.5K———
Glassman Wealth Services
N/A—192-192-100%$35.3K———
Tripletail Wealth Management, LLC
N/A—182-182-100%$34.2K———
Colonial Trust Co / SC
N/A—175-175-100%$32.2K———
Godfrey Financial Associates, Inc.
N/A—154-154-100%$28.3K———
Capital Analysts, LLC
N/A—151-151-100%$28.0K———
ST Germain D J Co Inc
N/A—145-145-100%$26.6K———
Field & Main Bank
N/A—125-125-100%$23.0K———
Smartleaf Asset Management LLC
N/A—106-106-100%$19.6K———
Strategic Wealth Partners, Ltd.
N/A—88-88-100%$16.2K———
Copia Wealth Management
N/A—75-75-100%$13.8K———
Private Wealth Asset Management, LLC
N/A—69-69-100%$12.7K———
Westfuller Advisors, LLC
N/A—62-62-100%$11.4K———
Howe & Rusling Inc
N/A—61-61-100%$11.2K———
Monetary Management Group Inc
N/A—60-60-100%$11.0K———
Tiaa Wealth Investment Management LLC
N/A—52-52-100%$9.6K———
Horizon Investments, LLC
N/A—20-20-100%$3.7K———
Capital Advisor Network LLC
N/A—20-20-100%$3.7K———
1 North Wealth Services LLC
N/A—18-18-100%$3.3K———
Victory Capital Management Inc
N/A—10-10-100%$1.9K———
Aventura Private Wealth, LLC
N/A—9-9-100%$1.7K———
Gould Capital, LLC
N/A—9-9-100%$1.7K———
Vanguard Advisers Inc
N/A—7-7-100%$1.3K———
Financial Gravity Companies, Inc.
N/A—1-1-100%$184———
Showing 554 of 554 institutions