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Wisdomtree US Midcap Dividen (DON)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares1,704,429 from 1,763,190
Change-58,761 (-3%)
Value$92.0M (-$7.7M)
Filed 2026-11-06
Creative Planning
INCREASED
Shares1,520,968 from 1,516,308
Change+4,660 (+0%)
Value$82.1M (-$3.6M)
Filed 2026-11-02
Linscomb Wealth, Inc.
DECREASED
Shares1,487,240 from 1,527,377
Change-40,137 (-3%)
Value$80.2M (-$6.1M)
Filed 2026-11-05
Keybank National Association
INCREASED
Shares578,855 from 567,317
Change+11,538 (+2%)
Value$31.2M (-$835.5K)
Filed 2026-11-04
IAG Wealth Partners, LLC
INCREASED
Shares481,975 from 470,081
Change+11,894 (+3%)
Value$26.0M (-$566.4K)
Filed 2026-11-06
Coldstream Capital Management Inc
DECREASED
Shares450,201 from 458,200
Change-7,999 (-2%)
Value$24.3M (-$1.6M)
Filed 2026-11-09
Stonebridge Financial Group, LLC
INCREASED
Shares403,439 from 396,757
Change+6,682 (+2%)
Value$21.8M (-$659.2K)
Filed 2026-10-01
Commonwealth Equity Services, LLC
DECREASED
Shares393,971 from 503,822
Change-109,851 (-22%)
Value$21.3M (-$7.2M)
Filed 2026-11-02
Marion Wealth Management
INCREASED
Shares327,099 from 317,689
Change+9,410 (+3%)
Value$17.6M (-$308.8K)
Filed 2026-10-22
Kestra Advisory Services, LLC
INCREASED
Shares291,262 from 282,809
Change+8,453 (+3%)
Value$15.7M (-$270.8K)
Filed 2026-11-02
HighTower Advisors, LLC
DECREASED
Shares283,443 from 291,812
Change-8,369 (-3%)
Value$15.3M (-$1.2M)
Filed 2026-11-10
Concord Wealth Partners
INCREASED
Shares234,852 from 234,616
Change+236 (+0%)
Value$12.7M (-$590.2K)
Filed 2026-11-02
Avantax Planning Partners, Inc.
DECREASED
Shares233,246 from 235,598
Change-2,352 (-1%)
Value$12.6M (-$732.4K)
Filed 2026-11-03
Lee, Kelleher & Klein Wealth Management
INCREASED
Shares229,463 from 222,951
Change+6,512 (+3%)
Value$12.4M (-$221.7K)
Filed 2026-10-08
Precedent Wealth Partners, LLC
INCREASED
Shares225,372 from 223,446
Change+1,926 (+1%)
Value$12.2M (-$470.4K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares221,545 from 211,011
Change+10,534 (+5%)
Value$12.0K (-$11.9M)
Filed 2026-11-02
Lido Advisors, LLC
INCREASED
Shares219,440 from 20,634
Change+198,806 (+963%)
Value$11.8M (+$10.7M)
Filed 2026-11-04
Avidian Wealth Enterprises, LLC
DECREASED
Shares219,166 from 229,415
Change-10,249 (-4%)
Value$11.8M (-$1.1M)
Filed 2026-10-08
Bank of New York Mellon Corp
INCREASED
Shares213,430 from 177,150
Change+36,280 (+20%)
Value$11.5M (+$1.5M)
Filed 2026-11-05
Farther Finance Advisors, LLC
INCREASED
Shares206,140 from 198,304
Change+7,836 (+4%)
Value$11.1M (-$86.9K)
Filed 2026-10-08
CX Institutional
INCREASED
Shares192,858 from 179,117
Change+13,741 (+8%)
Value$10.4K (+$281)
Filed 2026-10-02
White Pine Investment Co
INCREASED
Shares178,976 from 177,549
Change+1,427 (+1%)
Value$9.7K (-$10.0M)
Filed 2026-10-15
Concord Asset Management, LLC
INCREASED
Shares167,539 from 167,105
Change+434 (+0%)
Value$9.0M (-$406.0K)
Filed 2026-11-02
Melone Private Wealth, LLC
INCREASED
Shares152,467 from 151,892
Change+575 (+0%)
Value$8.2M (-$359.3K)
Filed 2026-10-16
Dynamic Advisor Solutions LLC
INCREASED
Shares151,952 from 150,378
Change+1,574 (+1%)
Value$8.2M (-$301.5K)
Filed 2026-10-13
Capital Investment Counsel, LLC
INCREASED
Shares148,689 from 148,059
Change+630 (+0%)
Value$8.0M (-$346.5K)
Filed 2026-10-14
United Advisor Group, LLC
DECREASED
Shares141,250 from 141,999
Change-749 (-1%)
Value$7.6M (-$405.4K)
Filed 2026-11-03
Cornerstone Wealth Management, LLC
DECREASED
Shares133,108 from 142,402
Change-9,294 (-7%)
Value$7.2M (-$867.3K)
Filed 2026-11-04
MJT & Associates Financial Advisory Group, Inc.
INCREASED
Shares129,957 from 122,710
Change+7,247 (+6%)
Value$7.0M (+$75.6K)
Filed 2026-10-07
Dickmeyer Boyce Financial Management, Inc.
INCREASED
Shares125,724 from 124,755
Change+969 (+1%)
Value$6.8M (-$268.3K)
Filed 2026-10-08
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares120,908 from 123,429
Change-2,521 (-2%)
Value$6.6M (-$349.1K)
Filed 2026-10-13
D.A. Davidson & Co.
INCREASED
Shares118,138 from 114,929
Change+3,209 (+3%)
Value$6.4M (-$122.2K)
Filed 2026-10-28
Roan Capital Partners
INCREASED
Shares114,108 from 109,694
Change+4,414 (+4%)
Value$6.2M (-$43.8K)
Filed 2026-10-09
IFG Advisory, LLC
INCREASED
Shares113,343 from 105,197
Change+8,146 (+8%)
Value$6.1M (+$169.1K)
Filed 2026-11-09
Modera Wealth Management, LLC
DECREASED
Shares106,189 from 109,088
Change-2,899 (-3%)
Value$5.7M (-$436.7K)
Filed 2026-10-28
Copper Harbor Investment Advisors, LLC
DECREASED
Shares98,872 from 107,806
Change-8,934 (-8%)
Value$5.3M (-$759.0K)
Filed 2026-10-16
TD Waterhouse Canada Inc.
DECREASED
Shares98,550 from 99,740
Change-1,190 (-1%)
Value$5.3M (-$291.9K)
Filed 2026-10-16
Atria Investments, Inc
DECREASED
Shares96,367 from 99,412
Change-3,045 (-3%)
Value$5.2M (-$419.8K)
Filed 2026-10-15
JFS Wealth Advisors, LLC
DECREASED
Shares94,564 from 94,973
Change-409 (0%)
Value$5.1M (-$266.2K)
Filed 2026-11-03
Apeiron RIA LLC
DECREASED
Shares86,685 from 88,465
Change-1,780 (-2%)
Value$4.7M (-$293.9K)
Filed 2026-10-08
Thrivent Financial for Lutherans
INCREASED
Shares85,919 from 73,289
Change+12,630 (+17%)
Value$4.6K (-$4.1M)
Filed 2026-11-05
Inspirion Wealth Advisors, LLC
DECREASED
Shares80,693 from 82,879
Change-2,186 (-3%)
Value$4.4M (-$327.6K)
Filed 2026-10-09
Sage Capital Management, LLC
INCREASED
Shares80,180 from 79,919
Change+261 (+0%)
Value$4.3M (-$191.3K)
Filed 2026-10-20
Meridian Wealth Management, LLC
DECREASED
Shares76,253 from 76,429
Change-176 (0%)
Value$4.1M (-$206.0K)
Filed 2026-11-05
Beacon Financial Group
DECREASED
Shares72,781 from 76,334
Change-3,553 (-5%)
Value$3.9M (-$387.8K)
Filed 2026-10-19
SouthState Bank Corp
DECREASED
Shares71,141 from 77,046
Change-5,905 (-8%)
Value$3.8M (-$516.6K)
Filed 2026-11-09
Midwest Trust Co
DECREASED
Shares69,723 from 71,841
Change-2,118 (-3%)
Value$3.8M (-$298.9K)
Filed 2026-10-22
Nikulski Financial, Inc.
DECREASED
Shares68,727 from 80,685
Change-11,958 (-15%)
Value$3.7M (-$852.5K)
Filed 2026-11-06
Larson Financial Group LLC
DECREASED
Shares67,449 from 80,053
Change-12,604 (-16%)
Value$3.6M (-$885.7K)
Filed 2026-11-05
Independence Bank of Kentucky
DECREASED
Shares64,099 from 65,149
Change-1,050 (-2%)
Value$3.5M (-$224.1K)
Filed 2026-10-26
Founders Grove Wealth Partners, LLC
DECREASED
Shares57,091 from 57,442
Change-351 (-1%)
Value$3.1M (-$166.6K)
Filed 2026-10-16
Brady Martz Wealth Solutions, LLC
INCREASED
Shares55,975 from 55,699
Change+276 (+1%)
Value$3.0M (-$128.3K)
Filed 2026-11-05
Wealthcare Advisory Partners LLC
DECREASED
Shares55,699 from 59,256
Change-3,557 (-6%)
Value$3.0M (-$344.2K)
Filed 2026-10-21
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED
Shares53,381 from 51,966
Change+1,415 (+3%)
Value$2.9K (-$2.9M)
Filed 2026-10-14
Intrua Financial, LLC
DECREASED
Shares52,472 from 58,110
Change-5,638 (-10%)
Value$2.8M (-$453.5K)
Filed 2026-10-28
Summit Wealth Group LLC / Co
DECREASED
Shares48,935 from 50,187
Change-1,252 (-2%)
Value$2.6M (-$196.6K)
Filed 2026-10-29
Cliftonlarsonallen Wealth Advisors, LLC
UNCHANGED
Shares48,688 from 48,688
Change0 (0%)
Value$2.6M (-$125.1K)
Filed 2026-10-14
NBT Bank, N.A.
DECREASED
Shares48,370 from 50,573
Change-2,203 (-4%)
Value$2.6M (-$248.8K)
Filed 2026-10-21
Harbour Investments, Inc.
INCREASED
Shares47,412 from 46,014
Change+1,398 (+3%)
Value$2.6M (-$42.8K)
Filed 2026-11-09
Financial Insights, Inc.
DECREASED
Shares47,266 from 48,305
Change-1,039 (-2%)
Value$2.5M (-$180.2K)
Filed 2026-10-27
HF Advisory Group, LLC
DECREASED
Shares46,556 from 46,776
Change-220 (0%)
Value$2.5M (-$132.1K)
Filed 2026-10-09
Jnba Financial Advisors
DECREASED
Shares45,185 from 46,431
Change-1,246 (-3%)
Value$2.4M (-$186.6K)
Filed 2026-11-03
WealthPlan Investment Management, LLC
INCREASED
Shares43,672 from 17,433
Change+26,239 (+151%)
Value$2.4M (+$1.4M)
Filed 2026-10-15
Powers Advisory Group, LLC
DECREASED
Shares43,648 from 46,923
Change-3,275 (-7%)
Value$2.4M (-$297.3K)
Filed 2026-10-14
Silverlake Wealth Management LLC
DECREASED
Shares43,346 from 43,422
Change-76 (0%)
Value$2.3M (-$115.7K)
Filed 2026-10-21
Savant Capital, LLC
DECREASED
Shares42,762 from 46,370
Change-3,608 (-8%)
Value$2.3M (-$276.6K)
Filed 2026-11-06
BIP Wealth, LLC
DECREASED
Shares40,749 from 43,408
Change-2,659 (-6%)
Value$2.2M (-$255.1K)
Filed 2026-10-22
First Hawaiian Bank
DECREASED
Shares40,302 from 43,846
Change-3,544 (-8%)
Value$2.2M (-$303.9K)
Filed 2026-10-14
Well Done, LLC
DECREASED
Shares40,226 from 41,070
Change-844 (-2%)
Value$2.2M (-$151.1K)
Filed 2026-10-20
TopTier Wealth Management, LLC
DECREASED
Shares38,894 from 38,931
Change-37 (0%)
Value$2.1M (-$102.0K)
Filed 2026-10-16
Salomon & Ludwin, LLC
DECREASED
Shares38,155 from 38,454
Change-299 (-1%)
Value$2.1M (-$113.4K)
Filed 2026-10-29
Kingswood Wealth Advisors, LLC
DECREASED
Shares38,102 from 38,219
Change-117 (0%)
Value$2.1M (-$104.6K)
Filed 2026-10-23
Apollon Wealth Management, LLC
INCREASED
Shares37,317 from 36,505
Change+812 (+2%)
Value$2.0M (-$50.0K)
Filed 2026-10-23
Wealthcare Capital Partners, LLC
INCREASED
Shares37,217 from 35,465
Change+1,752 (+5%)
Value$2.0M (+$3.4K)
Filed 2026-10-21
Financial Advisory Partners, LLC
INCREASED
Shares36,603 from 36,288
Change+315 (+1%)
Value$2.0M (-$76.3K)
Filed 2026-10-23
Chicago Partners Investment Group LLC
INCREASED
Shares33,865 from 32,192
Change+1,673 (+5%)
Value$1.9M (+$84.5K)
Filed 2026-10-27
Harbor Investment Advisory, LLC
DECREASED
Shares32,932 from 33,400
Change-468 (-1%)
Value$1.8M (-$111.1K)
Filed 2026-10-13
Great Valley Advisor Group, Inc.
INCREASED
Shares32,550 from 32,375
Change+175 (+1%)
Value$1.8M (-$73.3K)
Filed 2026-11-09
Ascentis Independent Advisors
INCREASED
Shares32,432 from 1,081
Change+31,351 (+2900%)
Value$1.7M (+$1.7M)
Filed 2026-11-03
Midland Wealth Advisors, LLC
DECREASED
Shares32,238 from 32,519
Change-281 (-1%)
Value$1.7M (-$98.7K)
Filed 2026-10-26
Capital Advisors, Ltd. LLC
INCREASED
Shares32,026 from 32,019
Change+7 (+0%)
Value$1.7K (-$82)
Filed 2026-10-27
NewSquare Capital LLC
INCREASED
Shares31,750 from 30,457
Change+1,293 (+4%)
Value$1.7M (-$8.5K)
Filed 2026-11-06
Argent Trust Co
INCREASED
Shares31,724 from 30,787
Change+937 (+3%)
Value$1.7M (-$28.6K)
Filed 2026-11-09
Park Avenue Securities LLC
DECREASED
Shares31,381 from 33,767
Change-2,386 (-7%)
Value$1.7K (-$1.9M)
Filed 2026-10-26
Concurrent Investment Advisors, LLC
INCREASED
Shares30,669 from 9,267
Change+21,402 (+231%)
Value$1.7M (+$1.1M)
Filed 2026-10-16
Uhlmann Price Securities, LLC
INCREASED
Shares29,969 from 12,169
Change+17,800 (+146%)
Value$1.6M (+$928.8K)
Filed 2026-11-03
Wesbanco Bank Inc
DECREASED
Shares29,882 from 32,406
Change-2,524 (-8%)
Value$1.6M (-$219.5K)
Filed 2026-11-04
Fifth Third Bancorp
INCREASED
Shares29,618 from 29,475
Change+143 (+0%)
Value$1.6M (-$68.0K)
Filed 2026-11-05
Wealth Enhancement Trust Services, Inc.
DECREASED
Shares28,519 from 28,743
Change-224 (-1%)
Value$1.5M (-$86.0K)
Filed 2026-10-07
Merit Financial Group, LLC
INCREASED
Shares28,423 from 24,097
Change+4,326 (+18%)
Value$1.5M (+$171.5K)
Filed 2026-11-06
Culbertson A N & Co Inc
DECREASED
Shares28,270 from 28,441
Change-171 (-1%)
Value$1.5M (-$82.3K)
Filed 2026-10-21
Strategic Family Wealth Counselors, L.L.C.
INCREASED
Shares27,704 from 26,862
Change+842 (+3%)
Value$1.5M (-$23.6K)
Filed 2026-10-29
Southland Equity Partners LLC
DECREASED
Shares27,154 from 27,504
Change-350 (-1%)
Value$1.5M (-$89.6K)
Filed 2026-10-14
Soltis Investment Advisors LLC
INCREASED
Shares26,516 from 26,466
Change+50 (+0%)
Value$1.4M (-$65.3K)
Filed 2026-10-28
Oppenheimer & Co Inc
INCREASED
Shares25,609 from 22,567
Change+3,042 (+13%)
Value$1.4M (+$106.1K)
Filed 2026-10-26
Truist Financial Corp
DECREASED
Shares25,514 from 27,997
Change-2,483 (-9%)
Value$1.4M (-$205.9K)
Filed 2026-10-30
Mosley Wealth Management
INCREASED
Shares24,295 from 21,523
Change+2,772 (+13%)
Value$1.4M (+$133.9K)
Filed 2026-10-16
Financial Management Network Inc
DECREASED
Shares23,291 from 23,408
Change-117 (0%)
Value$1.3M (-$71.0K)
Filed 2026-10-09
Anson Capital, Inc.
INCREASED
Shares22,582 from 20,201
Change+2,381 (+12%)
Value$1.2M (+$76.6K)
Filed 2026-10-23
Omni 360 Wealth, Inc.
DECREASED
Shares21,538 from 22,056
Change-518 (-2%)
Value$1.2M (-$84.6K)
Filed 2026-10-13
Principle Wealth Partners LLC
DECREASED
Shares20,780 from 21,045
Change-265 (-1%)
Value$1.1M (-$68.4K)
Filed 2026-11-02
Mather Group, Llc.
INCREASED
Shares20,454 from 19,873
Change+581 (+3%)
Value$1.1M (-$19.7K)
Filed 2026-10-14
Grey Ledge Advisors, LLC
DECREASED
Shares20,420 from 138,793
Change-118,373 (-85%)
Value$2.0M (-$5.8M)
Filed 2026-11-02
Kaydan Wealth Management, Inc.
DECREASED
Shares19,972 from 20,045
Change-73 (0%)
Value$1.1M (-$55.5K)
Filed 2026-10-08
RFG Advisory, LLC
INCREASED
Shares19,949 from 4,453
Change+15,496 (+348%)
Value$1.1M (+$824.5K)
Filed 2026-11-03
Holos Integrated Wealth LLC
INCREASED
Shares18,736 from 18,721
Change+15 (+0%)
Value$1.0M (-$21.6K)
Filed 2026-10-23
Geneos Wealth Management Inc.
INCREASED
Shares18,344 from 17,205
Change+1,139 (+7%)
Value$989.7K (+$17.2K)
Filed 2026-11-09
Meridian Financial Advisors, LLC
DECREASED
Shares17,970 from 18,511
Change-541 (-3%)
Value$969.5K (-$76.8K)
Filed 2026-10-14
Gryphon Financial Partners LLC
DECREASED
Shares17,789 from 18,073
Change-284 (-2%)
Value$959.7K (-$61.8K)
Filed 2026-11-04
Collaborative Wealth Managment Inc.
INCREASED
Shares17,767 from 17,406
Change+361 (+2%)
Value$958.6K (-$25.2K)
Filed 2026-11-06
Vicus Capital
DECREASED
Shares17,720 from 17,953
Change-233 (-1%)
Value$956.0K (-$58.7K)
Filed 2026-11-05
Focus Financial Network, Inc.
INCREASED
Shares17,653 from 17,300
Change+353 (+2%)
Value$952.4K (-$25.4K)
Filed 2026-10-14
Milestone Asset Management Group, LLC
INCREASED
Shares17,341 from 15,662
Change+1,679 (+11%)
Value$935.5K (+$50.4K)
Filed 2026-10-20
Platform Technology Partners
UNCHANGED
Shares17,251 from 17,251
Change0 (0%)
Value$930.7K (-$44.3K)
Filed 2026-11-02
Lanark Financial, Inc.
INCREASED
Shares16,249 from 15,394
Change+855 (+6%)
Value$876.6K (+$6.6K)
Filed 2026-10-26
Marino, Stram & Associates LLC
INCREASED
Shares16,047 from 16,037
Change+10 (+0%)
Value$865.8K (-$40.6K)
Filed 2026-10-22
Brady Family Wealth, LLC
UNCHANGED
Shares16,034 from 16,034
Change0 (0%)
Value$865.1K (-$41.2K)
Filed 2026-11-02
Selby Wealth Management, LLC
DECREASED
Shares15,630 from 15,959
Change-329 (-2%)
Value$843.3K (-$58.7K)
Filed 2026-10-16
Eastern Bank
DECREASED
Shares15,540 from 23,443
Change-7,903 (-34%)
Value$838.4K (-$486.6K)
Filed 2026-10-05
Marathon Strategic Advisors, LLC
DECREASED
Shares15,401 from 15,590
Change-189 (-1%)
Value$830.9K (-$50.3K)
Filed 2026-10-20
J.W. Cole Advisors, Inc.
INCREASED
Shares15,058 from 13,322
Change+1,736 (+13%)
Value$812.4K (+$59.4K)
Filed 2026-11-05
Friday Financial
INCREASED
Shares14,971 from 14,350
Change+621 (+4%)
Value$812.8K (-$439)
Filed 2026-10-09
HighPoint Advisor Group LLC
INCREASED
Shares14,908 from 13,574
Change+1,334 (+10%)
Value$804.3K (+$37.1K)
Filed 2026-11-09
CPC Advisors, LLC
DECREASED
Shares14,799 from 14,955
Change-156 (-1%)
Value$798.4K (-$46.9K)
Filed 2026-10-21
PNC Financial Services Group, Inc.
INCREASED
Shares14,714 from 3,514
Change+11,200 (+319%)
Value$793.8K (+$595.2K)
Filed 2026-11-06
Rossby Financial, LCC
INCREASED
Shares14,523 from 8,106
Change+6,417 (+79%)
Value$783.5K (+$325.4K)
Filed 2026-11-05
Pinnacle Associates LTD
DECREASED
Shares14,268 from 15,794
Change-1,526 (-10%)
Value$769.8K (-$122.9K)
Filed 2026-10-20
Highland Investment Advisors LLC
DECREASED
Shares13,710 from 16,466
Change-2,756 (-17%)
Value$739.7K (-$191.0K)
Filed 2026-11-09
Team Financial Group, LLC
DECREASED
Shares13,538 from 13,780
Change-242 (-2%)
Value$730.4K (-$48.5K)
Filed 2026-10-30
Ironwood Investment Counsel, LLC
INCREASED
Shares12,343 from 12,338
Change+5 (+0%)
Value$666.0K (-$31.4K)
Filed 2026-11-10
Asset Dedication, LLC
UNCHANGED
Shares12,303 from 12,303
Change0 (0%)
Value$663.7K (-$31.6K)
Filed 2026-11-03
Daymark Wealth Partners, LLC
INCREASED
Shares12,136 from 5,430
Change+6,706 (+124%)
Value$654.7K (+$347.8K)
Filed 2026-11-04
Allworth Financial LP
UNCHANGED
Shares12,006 from 12,006
Change0 (0%)
Value$678.6K ($0)
Filed 2026-11-06
Redmond Asset Management, LLC
DECREASED
Shares11,850 from 12,408
Change-558 (-4%)
Value$639.3K (-$62.0K)
Filed 2026-10-27
New Hampshire Trust
UNCHANGED
Shares11,805 from 11,805
Change0 (0%)
Value$636.9K (-$30.3K)
Filed 2026-10-20
Centennial Wealth Advisory LLC
DECREASED
Shares11,214 from 11,684
Change-470 (-4%)
Value$605.1K (-$55.3K)
Filed 2026-10-16
Cape ANN Savings Bank
DECREASED
Shares11,173 from 11,208
Change-35 (0%)
Value$602.8K (-$30.7K)
Filed 2026-11-09
Pinnacle Wealth Management Advisory Group, LLC
DECREASED
Shares11,145 from 11,971
Change-826 (-7%)
Value$601.3K (-$75.3K)
Filed 2026-10-23
MCF Advisors LLC
INCREASED
Shares10,884 from 10,854
Change+30 (+0%)
Value$587.2K (-$26.3K)
Filed 2026-10-28
Saxon Interests, Inc.
INCREASED
Shares10,844 from 10,182
Change+662 (+7%)
Value$585.0K (+$9.5K)
Filed 2026-10-26
WealthPoint Financial, LLC
INCREASED
Shares9,841 from 9,765
Change+76 (+1%)
Value$530.9K (-$21.0K)
Filed 2026-11-03
Integrated Advisors Network LLC
UNCHANGED
Shares9,700 from 9,700
Change0 (0%)
Value$523.3K (-$24.9K)
Filed 2026-10-20
Evanson Financial, LLC
UNCHANGED
Shares9,449 from 9,449
Change0 (0%)
Value$509.8K (-$24.3K)
Filed 2026-10-23
Western Wealth Management, LLC
DECREASED
Shares9,351 from 13,162
Change-3,811 (-29%)
Value$504.5K (-$239.4K)
Filed 2026-11-09
Globalt Investments LLC / GA
DECREASED
Shares9,223 from 17,205
Change-7,982 (-46%)
Value$497.6K (-$474.8K)
Filed 2026-10-27
Aspen Investment Management Inc
DECREASED
Shares8,960 from 9,630
Change-670 (-7%)
Value$483 (-$61)
Filed 2026-11-05
Heritage Trust Co
DECREASED
Shares8,787 from 8,863
Change-76 (-1%)
Value$474.1K (-$26.9K)
Filed 2026-11-09
Plimoth Trust Co LLC
UNCHANGED
Shares8,653 from 8,653
Change0 (0%)
Value$466.8K (-$22.2K)
Filed 2026-10-26
Boston Common Asset Management, LLC
UNCHANGED
Shares8,500 from 8,500
Change0 (0%)
Value$458.6K (-$21.8K)
Filed 2026-10-13
Institute for Wealth Management, Llc.
DECREASED
Shares8,451 from 8,464
Change-13 (0%)
Value$455.9K (-$22.5K)
Filed 2026-11-06
US Bancorp \de\
INCREASED
Shares8,441 from 3,850
Change+4,591 (+119%)
Value$455.4K (+$237.8K)
Filed 2026-11-05
Vontobel Holding Ltd.
UNCHANGED
Shares8,037 from 8,037
Change0 (0%)
Value$433.4K (-$20.9K)
Filed 2026-10-16
Howard Bailey Securities, LLC
DECREASED
Shares7,953 from 8,176
Change-223 (-3%)
Value$429.1K (-$33.1K)
Filed 2026-10-27
M Holdings Securities, Inc.
NEW
Shares7,949
Change+7,949
Value$431
Filed 2026-11-03
Kestra Private Wealth Services, LLC
INCREASED
Shares7,840 from 7,350
Change+490 (+7%)
Value$423.0K (+$7.6K)
Filed 2026-11-06
Citizens Financial Group Inc
DECREASED
Shares7,615 from 8,221
Change-606 (-7%)
Value$410.8K (-$53.8K)
Filed 2026-10-23
Compass Capital Management, Inc
NEW
Shares7,500
Change+7,500
Value$404.6K
Filed 2026-11-06
Golden State Wealth Management, LLC
DECREASED
Shares7,446 from 7,537
Change-91 (-1%)
Value$401.8K (-$24.3K)
Filed 2026-11-02
Koshinski Asset Management, Inc.
DECREASED
Shares7,432 from 7,962
Change-530 (-7%)
Value$401.0K (-$49.0K)
Filed 2026-10-29
Robinson Smith Wealth Advisors LLC
DECREASED
Shares7,200 from 7,800
Change-600 (-8%)
Value$388.4K (-$52.4K)
Filed 2026-10-22
HB Wealth Management, LLC
DECREASED
Shares7,180 from 11,034
Change-3,854 (-35%)
Value$387.4K (-$236.3K)
Filed 2026-10-23
Connecticut Wealth Management, LLC
UNCHANGED
Shares7,015 from 7,015
Change0 (0%)
Value$378.5K (-$18.0K)
Filed 2026-10-13
Prospera Financial Services Inc
INCREASED
Shares6,923 from 6,917
Change+6 (+0%)
Value$397.1K (+$6.1K)
Filed 2026-11-04
IFP Advisors, Inc
DECREASED
Shares6,885 from 6,902
Change-17 (0%)
Value$371.4K (-$18.7K)
Filed 2026-10-16
Berkeley, Inc
UNCHANGED
Shares6,865 from 6,865
Change0 (0%)
Value$370.4K (-$17.6K)
Filed 2026-10-20
Independent Financial Group, LLC
INCREASED
Shares6,778 from 6,315
Change+463 (+7%)
Value$365.7K (+$8.7K)
Filed 2026-10-13
Southern Michigan Bank & Trust
DECREASED
Shares6,497 from 6,747
Change-250 (-4%)
Value$350.5K (-$30.8K)
Filed 2026-10-19
Worth Financial Advisory Group, LLC
INCREASED
Shares6,381 from 6,201
Change+180 (+3%)
Value$344.3K (-$6.2K)
Filed 2026-10-19
Key FInancial Inc
DECREASED
Shares6,278 from 6,789
Change-511 (-8%)
Value$338.7K (-$45.0K)
Filed 2026-11-02
Diversified Enterprises, LLC
INCREASED
Shares6,255 from 6,072
Change+183 (+3%)
Value$337.5K (-$5.7K)
Filed 2026-10-19
Flagship Harbor Advisors, LLC
DECREASED
Shares6,205 from 6,207
Change-2 (0%)
Value$334.8K (-$16.0K)
Filed 2026-10-26
Old National Bancorp
UNCHANGED
Shares6,142 from 6,142
Change0 (0%)
Value$331.4K (-$15.8K)
Filed 2026-10-20
Bank of Montreal
DECREASED
Shares6,026 from 6,853
Change-827 (-12%)
Value$325.1K (-$62.2K)
Filed 2026-11-09
Moneco Advisors, LLC
INCREASED
Shares5,988 from 5,966
Change+22 (+0%)
Value$323.0K (-$14.2K)
Filed 2026-11-05
Fragasso Financial Advisors Inc
INCREASED
Shares5,982 from 5,956
Change+26 (+0%)
Value$327.2K (-$9.4K)
Filed 2026-10-13
RMR Wealth Builders
DECREASED
Shares5,971 from 6,069
Change-98 (-2%)
Value$322.2K (-$20.9K)
Filed 2026-10-22
Coquina Private Wealth LLC
INCREASED
Shares5,929 from 5,564
Change+365 (+7%)
Value$319.9K (+$5.4K)
Filed 2026-10-27
Brighton Jones LLC
INCREASED
Shares5,881 from 5,872
Change+9 (+0%)
Value$317.3K (-$14.6K)
Filed 2026-11-03
Montag A & Associates Inc
INCREASED
Shares5,655 from 3,679
Change+1,976 (+54%)
Value$305.1K (+$97.2K)
Filed 2026-10-29
Alpha Omega Wealth Management LLC
DECREASED
Shares5,654 from 5,662
Change-8 (0%)
Value$305.0K (-$15.0K)
Filed 2026-10-23
Clearwater Capital Advisors, LLC
DECREASED
Shares5,647 from 5,687
Change-40 (-1%)
Value$304.7K (-$16.8K)
Filed 2026-11-06
True Link Financial Advisors, LLC
DECREASED
Shares5,571 from 8,196
Change-2,625 (-32%)
Value$300.6K (-$162.7K)
Filed 2026-10-27
Capital Advisors Wealth Management, LLC
INCREASED
Shares5,544 from 5,522
Change+22 (+0%)
Value$299.1K (-$13.0K)
Filed 2026-10-09
Ashton Thomas Private Wealth, LLC
UNCHANGED
Shares5,542 from 5,542
Change0 (0%)
Value$299.0K (-$14.2K)
Filed 2026-11-03
NewCorp Financial Services, Inc.
DECREASED
Shares5,333 from 5,808
Change-475 (-8%)
Value$287.7K (-$40.6K)
Filed 2026-10-14
Cottage Street Advisors LLC
DECREASED
Shares5,300 from 5,326
Change-26 (0%)
Value$285.9K (-$15.1K)
Filed 2026-10-19
Weinberger Asset Management, Inc
INCREASED
Shares5,280 from 5,260
Change+20 (+0%)
Value$284.8K (-$17.8K)
Filed 2026-10-28
Portland Financial Advisors Inc
UNCHANGED
Shares5,060 from 5,060
Change0 (0%)
Value$273.0K (-$13.0K)
Filed 2026-10-26
Seek First Inc.
INCREASED
Shares5,039 from 5,010
Change+29 (+1%)
Value$271.8K (-$11.3K)
Filed 2026-10-27
Sigma Planning Corp
DECREASED
Shares5,036 from 6,280
Change-1,244 (-20%)
Value$271.7K (-$83.2K)
Filed 2026-10-23
Quadcap Wealth Management, LLC
INCREASED
Shares4,990 from 4,967
Change+23 (+0%)
Value$269.2K (-$11.6K)
Filed 2026-11-02
Kestra Investment Management, LLC
UNCHANGED
Shares4,931 from 4,931
Change0 (0%)
Value$266.0K (-$12.7K)
Filed 2026-11-04
Signal Advisors Wealth, LLC
DECREASED
Shares4,802 from 5,271
Change-469 (-9%)
Value$259.1K (-$38.9K)
Filed 2026-10-13
Patten Group, Inc.
INCREASED
Shares4,792 from 4,536
Change+256 (+6%)
Value$258.5K (+$2.2K)
Filed 2026-10-26
Envision Financial LLC
DECREASED
Shares4,719 from 23,475
Change-18,756 (-80%)
Value$411.4K (-$915.4K)
Filed 2026-10-15
Appleton Partners Inc
UNCHANGED
Shares4,689 from 4,689
Change0 (0%)
Value$253 (-$264.7K)
Filed 2026-10-30
Laurel OAK Wealth Management, LLC
NEW
Shares4,678
Change+4,678
Value$252.4K
Filed 2026-10-19
Private Trust Co NA
DECREASED
Shares4,676 from 5,961
Change-1,285 (-22%)
Value$252.3K (-$84.6K)
Filed 2026-10-20
Rockport Wealth LLC
INCREASED
Shares4,633 from 4,095
Change+538 (+13%)
Value$250.0K (+$18.5K)
Filed 2026-11-03
StoneX Group Inc.
NEW
Shares4,588
Change+4,588
Value$256.9K
Filed 2026-11-03
MLG Wealth Management DBA Pine Grove Financial Group
NEW
Shares4,487
Change+4,487
Value$242.1K
Filed 2026-10-13
Prime Capital Investment Advisors, LLC
INCREASED
Shares4,463 from 4,438
Change+25 (+1%)
Value$240.8K (-$10.0K)
Filed 2026-10-20
Smith Partners Wealth Management, LLC
UNCHANGED
Shares4,393 from 4,393
Change0 (0%)
Value$237.0K (-$11.3K)
Filed 2026-11-05
Beacon Financial Advisory LLC
DECREASED
Shares4,368 from 4,627
Change-259 (-6%)
Value$235.7K (-$25.8K)
Filed 2026-10-16
MGO One Seven LLC
NEW
Shares4,334
Change+4,334
Value$233.8K
Filed 2026-10-28
Moors & Cabot, Inc.
NEW
Shares4,311
Change+4,311
Value$232.6K
Filed 2026-11-06
Alhambra Investment Management LLC
DECREASED
Shares4,209 from 4,409
Change-200 (-5%)
Value$227.1K (-$22.1K)
Filed 2026-10-15
Essex Bank
UNCHANGED
Shares4,200 from 4,200
Change0 (0%)
Value$226.6K (-$10.8K)
Filed 2026-10-16
Northern Financial Advisors Inc
UNCHANGED
Shares4,118 from 4,118
Change0 (0%)
Value$222.2K (-$10.6K)
Filed 2026-10-29
Midwest Capital Advisors, LLC
UNCHANGED
Shares4,110 from 4,110
Change0 (0%)
Value$221.7K (-$10.6K)
Filed 2026-11-04
Sightline Wealth Advisors, LLC
INCREASED
Shares4,045 from 4,022
Change+23 (+1%)
Value$218.3K (-$9.1K)
Filed 2026-10-21
Willner & Heller, LLC
INCREASED
Shares3,971 from 3,948
Change+23 (+1%)
Value$214.2K (-$8.9K)
Filed 2026-10-28
KCM Investment Advisors LLC
NEW
Shares3,916
Change+3,916
Value$211.3K
Filed 2026-10-27
Mallini Complete Financial Planning LLC
UNCHANGED
Shares3,915 from 3,915
Change0 (0%)
Value$211.2K (-$10.1K)
Filed 2026-10-06
Joseph P. Lucia & Associates, LLC
UNCHANGED
Shares3,871 from 3,871
Change0 (0%)
Value$208.8K (-$9.9K)
Filed 2026-10-30
Badgley Phelps Wealth Managers, LLC
UNCHANGED
Shares3,816 from 3,816
Change0 (0%)
Value$205.9K (-$9.8K)
Filed 2026-10-22
Rooted Wealth Advisors, Inc.
UNCHANGED
Shares3,807 from 3,807
Change0 (0%)
Value$215.2K ($0)
Filed 2026-11-03
Sowell Financial Services LLC
DECREASED
Shares3,764 from 3,794
Change-30 (-1%)
Value$203.0K (-$11.4K)
Filed 2026-10-23
SwitchPoint Financial Planning, LLC
UNCHANGED
Shares3,758 from 3,758
Change0 (0%)
Value$202.7K (-$9.7K)
Filed 2026-11-02
Transce3nd, LLC
NEW
Shares3,677
Change+3,677
Value$207.2K
Filed 2026-10-26
CoreCap Advisors, LLC
INCREASED
Shares3,572 from 3,422
Change+150 (+4%)
Value$192.7K (-$648)
Filed 2026-10-08
Spire Wealth Management
INCREASED
Shares3,286 from 3,277
Change+9 (+0%)
Value$177.3K (-$7.9K)
Filed 2026-10-30
Evolution Wealth Management Inc.
DECREASED
Shares3,020 from 3,068
Change-48 (-2%)
Value$162.9K (-$10.5K)
Filed 2026-10-28
MTM Investment Management, LLC
DECREASED
Shares3,002 from 3,371
Change-369 (-11%)
Value$162.0K (-$28.6K)
Filed 2026-10-30
Investors Research Corp
DECREASED
Shares2,913 from 4,727
Change-1,814 (-38%)
Value$157.2K (-$110.0K)
Filed 2026-10-07
Plante Moran Financial Advisors, LLC
DECREASED
Shares2,773 from 3,645
Change-872 (-24%)
Value$149.6K (-$56.4K)
Filed 2026-11-04
Clearstead Advisors, LLC
INCREASED
Shares2,772 from 2,771
Change+1 (+0%)
Value$149.6K (-$7.0K)
Filed 2026-11-06
Viewpoint Capital Management LLC
UNCHANGED
Shares2,550 from 2,550
Change0 (0%)
Value$137.6K (-$6.6K)
Filed 2026-10-27
Versant Capital Management, Inc
UNCHANGED
Shares2,386 from 2,386
Change0 (0%)
Value$128.7K (-$6.1K)
Filed 2026-10-02
Chilton Capital Management LLC
UNCHANGED
Shares2,230 from 2,230
Change0 (0%)
Value$120.3K (-$5.7K)
Filed 2026-10-28
AlphaCore Capital LLC
DECREASED
Shares2,200 from 2,440
Change-240 (-10%)
Value$118.7K (-$19.2K)
Filed 2026-11-04
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares1,968 from 1,968
Change0 (0%)
Value$106.2K (-$5.1K)
Filed 2026-10-27
Financial Consulate, Inc
DECREASED
Shares1,853 from 2,288
Change-435 (-19%)
Value$100.0K (-$29.3K)
Filed 2026-10-23
EverSource Wealth Advisors, LLC
UNCHANGED
Shares1,810 from 1,810
Change0 (0%)
Value$97.7K (-$4.7K)
Filed 2026-11-04
KFG LLC
NEW
Shares1,545
Change+1,545
Value$83.4K
Filed 2026-11-02
SBI Securities Co., Ltd.
UNCHANGED
Shares1,506 from 1,506
Change0 (0%)
Value$81.2K (-$3.9K)
Filed 2026-10-22
Bokf, NA
UNCHANGED
Shares1,492 from 1,492
Change0 (0%)
Value$80.5K (-$3.8K)
Filed 2026-10-27
Hantz Financial Services, Inc.
NEW
Shares1,477
Change+1,477
Value$79
Filed 2026-11-09
Bessemer Group Inc
UNCHANGED
Shares1,430 from 1,430
Change0 (0%)
Value$77 (-$80.9K)
Filed 2026-11-09
Kennebec Savings Bank
UNCHANGED
Shares1,418 from 1,418
Change0 (0%)
Value$76.5K (-$3.6K)
Filed 2026-10-22
Kelleher Financial Advisors
UNCHANGED
Shares1,373 from 1,373
Change0 (0%)
Value$74.1K (-$3.5K)
Filed 2026-10-30
Tounjian Advisory Partners, LLC
DECREASED
Shares1,244 from 1,276
Change-32 (-3%)
Value$67.1K (-$5.0K)
Filed 2026-11-04
Root Financial Partners, LLC
NEW
Shares1,198
Change+1,198
Value$64.6K
Filed 2026-10-21
Glass Jacobson Investment Advisors llc
INCREASED
Shares1,165 from 1,159
Change+6 (+1%)
Value$62.9K (-$2.6K)
Filed 2026-10-26
Fairway Wealth LLC
UNCHANGED
Shares1,007 from 1,007
Change0 (0%)
Value$54.3K (-$2.6K)
Filed 2026-10-30
Cullen T Bankers, Inc.
DECREASED
Shares987 from 1,053
Change-66 (-6%)
Value$53.2K (-$6.3K)
Filed 2026-10-28
Valley National Advisers Inc
UNCHANGED
Shares930 from 930
Change0 (0%)
Value$50.2K (-$2.4K)
Filed 2026-10-23
Ashurst Perkins Coie Trust Co
UNCHANGED
Shares740 from 740
Change0 (0%)
Value$39.9K (-$1.9K)
Filed 2026-10-15
Assetmark, Inc
INCREASED
Shares713 from 709
Change+4 (+1%)
Value$38.5K (-$1.6K)
Filed 2026-10-21
Caldwell Trust Co
UNCHANGED
Shares650 from 650
Change0 (0%)
Value$35.1K (-$1.7K)
Filed 2026-10-30
Marshall & Sterling Wealth Advisors Inc.
NEW
Shares649
Change+649
Value$35.0K
Filed 2026-10-28
Hoese & Co LLP
DECREASED
Shares624 from 709
Change-85 (-12%)
Value$33.7K (-$6.4K)
Filed 2026-10-21
Center for Financial Planning, Inc.
UNCHANGED
Shares552 from 552
Change0 (0%)
Value$29.8K (-$1.4K)
Filed 2026-10-26
RMG Wealth Management LLC
UNCHANGED
Shares543 from 543
Change0 (0%)
Value$30.8K (-$950)
Filed 2026-10-26
Capital Investment Advisory Services, LLC
UNCHANGED
Shares526 from 526
Change0 (0%)
Value$28.4K (-$1.4K)
Filed 2026-10-30
Provenance Wealth Advisors, LLC
UNCHANGED
Shares496 from 496
Change0 (0%)
Value$26.8K (-$1.3K)
Filed 2026-10-30
Bayban
UNCHANGED
Shares486 from 486
Change0 (0%)
Value$27.5K ($0)
Filed 2026-11-05
Zions Bancorporation, National Association
UNCHANGED
Shares480 from 480
Change0 (0%)
Value$25.9K (-$1.2K)
Filed 2026-11-06
Creative Financial Designs Inc
INCREASED
Shares478 from 474
Change+4 (+1%)
Value$25.8K (-$998)
Filed 2026-11-04
Beacon Investment Advisory Services, Inc.
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$24.3K (-$1.2K)
Filed 2026-10-13
Wolff Wiese Magana LLC
UNCHANGED
Shares450 from 450
Change0 (0%)
Value$24.3K (-$1.2K)
Filed 2026-10-15
Sfam, LLC
INCREASED
Shares448 from 389
Change+59 (+15%)
Value$24.2K (+$2.2K)
Filed 2026-11-03
Noble Wealth Management PBC
UNCHANGED
Shares432 from 432
Change0 (0%)
Value$23.3K (-$1.1K)
Filed 2026-10-01
MassMutual Private Wealth & Trust, FSB
UNCHANGED
Shares381 from 381
Change0 (0%)
Value$20.6K (-$979)
Filed 2026-10-05
Frankly Finances, LLC
UNCHANGED
Shares362 from 362
Change0 (0%)
Value$19.5K (-$930)
Filed 2026-10-28
Compass Financial Management LLC
UNCHANGED
Shares335 from 335
Change0 (0%)
Value$18.1K (-$861)
Filed 2026-10-30
Roxbury Financial LLC
INCREASED
Shares320 from 319
Change+1 (+0%)
Value$17.3K (-$774)
Filed 2026-10-01
United Community Bank
UNCHANGED
Shares311 from 311
Change0 (0%)
Value$16.8K (-$800)
Filed 2026-10-28
Russell Investments Group, Ltd.
DECREASED
Shares284 from 824
Change-540 (-66%)
Value$15.3K (-$31.3K)
Filed 2026-11-06
Polaris Financial Partners
NEW
Shares267
Change+267
Value$14
Filed 2026-10-02
Triumph Capital Management
UNCHANGED
Shares242 from 242
Change0 (0%)
Value$13.1K (-$622)
Filed 2026-10-14
Register Financial Advisors LLC
DECREASED
Shares241 from 301
Change-60 (-20%)
Value$13.0K (-$4.0K)
Filed 2026-10-23
Physician Wealth Advisors, Inc.
UNCHANGED
Shares238 from 238
Change0 (0%)
Value$12.8K (-$611)
Filed 2026-10-20
Quaker Wealth Management, LLC
UNCHANGED
Shares237 from 237
Change0 (0%)
Value$12.8K (-$609)
Filed 2026-10-22
Financial Freedom, LLC
NEW
Shares235
Change+235
Value$12.7K
Filed 2026-11-06
Downshift Financial, LLC
NEW
Shares194
Change+194
Value$10.5K
Filed 2026-10-13
Reap Financial Group, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$5.4K (-$257)
Filed 2026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares99 from 99
Change0 (0%)
Value$5.3K (-$253)
Filed 2026-10-23
RHL Group, LLC
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$4.9K (-$254)
Filed 2026-11-04
Nova Financial LLC
NEW
Shares85
Change+85
Value$4.6K
Filed 2026-11-04
Covestor Ltd
UNCHANGED
Shares68 from 68
Change0 (0%)
Value$4 ($0)
Filed 2026-10-30
Abound Wealth Management
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$2.8K (-$134)
Filed 2026-10-26
Financial Network Wealth Advisors LLC
NEW
Shares44
Change+44
Value$2.4K
Filed 2026-10-28
IMG Wealth Management, Inc.
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$2.2K (-$91)
Filed 2026-10-27
UMB Bank, n.a.
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$1.5K (-$69)
Filed 2026-11-06
Spurstone Advisory Services, LLC
UNCHANGED
Shares26 from 26
Change0 (0%)
Value$1.4K (-$56)
Filed 2026-11-02
Kozak & Associates, Inc.
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1.4K ($0)
Filed 2026-10-29
Rosenberg Matthew Hamilton
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$1.1K (-$54)
Filed 2026-10-05
Quest 10 Wealth Builders, Inc.
DECREASED
Shares15 from 16
Change-1 (-6%)
Value$809 (-$95)
Filed 2026-11-02
Key Capital Management, Inc
UNCHANGED
Shares14 from 14
Change0 (0%)
Value$755 (-$36)
Filed 2026-11-03
Citigroup Inc
NEW
Shares11
Change+11
Value$593
Filed 2026-11-04
Blue Trust, Inc.
NEW
Shares4
Change+4
Value$239
Filed 2026-10-15
Provident Wealth Management, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$54 (-$3)
Filed 2026-10-20
Vestor Capital, LLC
CLOSED
Shares0 from 93,887
Change-93,887 (-100%)
Value$0 (-$7.8K)
Filed 2026-11-04
Chatham Capital Group, Inc.
CLOSED
Shares0 from 7,000
Change-7,000 (-100%)
Value$0 (-$395.6K)
Filed 2026-10-16
Elevation Point Wealth Partners, LLC
CLOSED
Shares0 from 4,379
Change-4,379 (-100%)
Value$0 (-$247.5K)
Filed 2026-11-05
RAM Investment Partners, LLC
CLOSED
Shares0 from 3,851
Change-3,851 (-100%)
Value$0 (-$217.7K)
Filed 2026-10-21
Uptick Partners, LLC
CLOSED
Shares0 from 3,778
Change-3,778 (-100%)
Value$0 (-$213.6K)
Filed 2026-11-04
Wedbush Securities Inc
CLOSED
Shares0 from 3,703
Change-3,703 (-100%)
Value$0 (-$209.0K)
Filed 2026-10-22
Farmers & Merchants Trust Co of Long Beach
CLOSED
Shares0 from 3,606
Change-3,606 (-100%)
Value$0 (-$203.8K)
Filed 2026-10-22
Valmark Advisers, Inc.
CLOSED
Shares0 from 3,602
Change-3,602 (-100%)
Value$0 (-$203.6K)
Filed 2026-11-06
Stenger Family Office, LLC
CLOSED
Shares0 from 3,585
Change-3,585 (-100%)
Value$0 (-$202.6K)
Filed 2026-10-22
Kickstand Ventures, Llc.
CLOSED
Shares0 from 3,566
Change-3,566 (-100%)
Value$0 (-$201.6K)
Filed 2026-11-09
River Street Advisors LLC
CLOSED
Shares0 from 3,408
Change-3,408 (-100%)
Value$0 (-$192.6K)
Filed 2026-10-22
BankPlus Trust Department
CLOSED
Shares0 from 3,348
Change-3,348 (-100%)
Value$0 (-$189.2K)
Filed 2026-11-06
Hickory Point Bank & Trust
CLOSED
Shares0 from 3,108
Change-3,108 (-100%)
Value$0 (-$175.7K)
Filed 2026-10-01
International Assets Investment Management, LLC
CLOSED
Shares0 from 520
Change-520 (-100%)
Value$0 (-$29.3K)
Filed 2026-11-02
LifeSteps Financial, Inc.
CLOSED
Shares0 from 447
Change-447 (-100%)
Value$0 (-$25.3K)
Filed 2026-10-15
AdvisorNet Financial, Inc
CLOSED
Shares0 from 359
Change-359 (-100%)
Value$0 (-$20.3K)
Filed 2026-10-15
DecisionPoint Financial, LLC
CLOSED
Shares0 from 190
Change-190 (-100%)
Value$0 (-$10.7K)
Filed 2026-10-27
Cornerstone Planning Group LLC
CLOSED
Shares0 from 71
Change-71 (-100%)
Value$0 (-$4.1K)
Filed 2026-10-16
Kingdom Financial Group Llc.
CLOSED
Shares0 from 46
Change-46 (-100%)
Value$0 (-$2.6K)
Filed 2026-11-04
Flagship Wealth Advisors, LLC
CLOSED
Shares0 from 23
Change-23 (-100%)
Value$0 (-$1.3K)
Filed 2026-11-03
Central Trust Co
CLOSED
Shares0 from 17
Change-17 (-100%)
Value$0 (-$961)
Filed 2026-11-05
Bell Investment Advisors, Inc
CLOSED
Shares0 from 9
Change-9 (-100%)
Value$0 (-$509)
Filed 2026-10-29
Hazlett, Burt & Watson, Inc.
DECREASED
Shares0 from 230
Change-230 (-100%)
Value$0 (-$13.0K)
Filed 2026-11-04
Raleigh Capital Management Inc.
DECREASED
Shares0 from 1
Change-1 (-100%)
Value$8 (-$36)
Filed 2026-10-28
Prairie Wealth Advisors, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$988.6K (-$66.8K)
Filed 2026-10-29
Bank of America Corp
N/A
Shares— from 4,522,366
Change-4,522,366 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,475,172
Change-2,475,172 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,865,075
Change-1,865,075 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 1,826,895
Change-1,826,895 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 1,391,530
Change-1,391,530 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 1,036,786
Change-1,036,786 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 998,779
Change-998,779 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 862,327
Change-862,327 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 527,892
Change-527,892 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 478,941
Change-478,941 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 439,529
Change-439,529 (-100%)
Value—
Trajan Wealth LLC
N/A
Shares— from 372,990
Change-372,990 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 359,731
Change-359,731 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 355,863
Change-355,863 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 350,872
Change-350,872 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 323,917
Change-323,917 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 300,151
Change-300,151 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 291,122
Change-291,122 (-100%)
Value—
Three Bearings Fiduciary Advisors, Inc.
N/A
Shares— from 284,239
Change-284,239 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 245,561
Change-245,561 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 242,608
Change-242,608 (-100%)
Value—
Destination Wealth Management
N/A
Shares— from 239,935
Change-239,935 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 230,956
Change-230,956 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 214,530
Change-214,530 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 191,626
Change-191,626 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 166,625
Change-166,625 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 139,716
Change-139,716 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 125,957
Change-125,957 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 121,630
Change-121,630 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 117,538
Change-117,538 (-100%)
Value—
Main Street Financial Solutions, LLC
N/A
Shares— from 117,357
Change-117,357 (-100%)
Value—
Segall Bryant & Hamill, LLC
N/A
Shares— from 116,310
Change-116,310 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 116,159
Change-116,159 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 114,206
Change-114,206 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 98,669
Change-98,669 (-100%)
Value—
Frazier Financial Advisors, LLC
N/A
Shares— from 94,923
Change-94,923 (-100%)
Value—
Private Capital Management, LLC
N/A
Shares— from 92,847
Change-92,847 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 89,047
Change-89,047 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 87,443
Change-87,443 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 86,608
Change-86,608 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 86,114
Change-86,114 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 85,460
Change-85,460 (-100%)
Value—
Viaable, LLC
N/A
Shares— from 81,845
Change-81,845 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 77,269
Change-77,269 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 73,854
Change-73,854 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 72,124
Change-72,124 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 68,053
Change-68,053 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 67,355
Change-67,355 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 63,098
Change-63,098 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 60,561
Change-60,561 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 55,604
Change-55,604 (-100%)
Value—
&partners
N/A
Shares— from 53,534
Change-53,534 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 52,367
Change-52,367 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 51,826
Change-51,826 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 51,428
Change-51,428 (-100%)
Value—
Oxinas Partners, LLC
N/A
Shares— from 49,112
Change-49,112 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 48,835
Change-48,835 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 46,487
Change-46,487 (-100%)
Value—
FMR LLC
N/A
Shares— from 46,409
Change-46,409 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 45,006
Change-45,006 (-100%)
Value—
Farmers National Bank
N/A
Shares— from 43,639
Change-43,639 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 40,999
Change-40,999 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 39,640
Change-39,640 (-100%)
Value—
Prosperity Consulting Group, LLC
N/A
Shares— from 37,725
Change-37,725 (-100%)
Value—
Stock Yards Bank & Trust Co
N/A
Shares— from 36,387
Change-36,387 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 35,212
Change-35,212 (-100%)
Value—
Yarger Wealth Strategies, LLC
N/A
Shares— from 33,986
Change-33,986 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 31,983
Change-31,983 (-100%)
Value—
Biondo Investment Advisors, LLC
N/A
Shares— from 31,653
Change-31,653 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 31,111
Change-31,111 (-100%)
Value—
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A
Shares— from 28,503
Change-28,503 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 26,806
Change-26,806 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 25,905
Change-25,905 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 25,820
Change-25,820 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 25,591
Change-25,591 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 25,483
Change-25,483 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 24,664
Change-24,664 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 23,956
Change-23,956 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 23,713
Change-23,713 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 22,375
Change-22,375 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 21,344
Change-21,344 (-100%)
Value—
Pacific SUN Financial Corp
N/A
Shares— from 19,900
Change-19,900 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 18,280
Change-18,280 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 17,951
Change-17,951 (-100%)
Value—
Causey Wealth LLC
N/A
Shares— from 17,885
Change-17,885 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 17,580
Change-17,580 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 17,331
Change-17,331 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 16,896
Change-16,896 (-100%)
Value—
Navis Wealth Advisors, LLC
N/A
Shares— from 16,240
Change-16,240 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 14,810
Change-14,810 (-100%)
Value—
AssuredPartners Investment Advisors, LLC
N/A
Shares— from 14,797
Change-14,797 (-100%)
Value—
Arkos Global Advisors
N/A
Shares— from 14,567
Change-14,567 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 14,521
Change-14,521 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 14,238
Change-14,238 (-100%)
Value—
Octavia Wealth Advisors, LLC
N/A
Shares— from 14,098
Change-14,098 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 13,420
Change-13,420 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 13,391
Change-13,391 (-100%)
Value—
Betterment LLC
N/A
Shares— from 13,202
Change-13,202 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 13,094
Change-13,094 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 12,684
Change-12,684 (-100%)
Value—
Flputnam Investment Management Co
N/A
Shares— from 12,308
Change-12,308 (-100%)
Value—
New Insight Wealth Advisors
N/A
Shares— from 12,088
Change-12,088 (-100%)
Value—
Simmons Bank
N/A
Shares— from 11,954
Change-11,954 (-100%)
Value—
Hanover Advisors Inc
N/A
Shares— from 11,871
Change-11,871 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 11,509
Change-11,509 (-100%)
Value—
Vines Capital Management, LLC
N/A
Shares— from 11,373
Change-11,373 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 11,072
Change-11,072 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 10,924
Change-10,924 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 10,251
Change-10,251 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 9,809
Change-9,809 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 9,259
Change-9,259 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 9,229
Change-9,229 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 9,093
Change-9,093 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 8,220
Change-8,220 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 8,128
Change-8,128 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 7,996
Change-7,996 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 7,834
Change-7,834 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 7,697
Change-7,697 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 7,509
Change-7,509 (-100%)
Value—
MOR Wealth Management, LLC
N/A
Shares— from 7,354
Change-7,354 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 7,198
Change-7,198 (-100%)
Value—
Reliant Investment Partners, LLC
N/A
Shares— from 7,137
Change-7,137 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 6,894
Change-6,894 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 6,812
Change-6,812 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 6,680
Change-6,680 (-100%)
Value—
Wick Capital Partners, LLC
N/A
Shares— from 6,468
Change-6,468 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 6,058
Change-6,058 (-100%)
Value—
Sun Financial Inc
N/A
Shares— from 5,531
Change-5,531 (-100%)
Value—
Perspective Wealth Advisors LLC
N/A
Shares— from 5,375
Change-5,375 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 5,243
Change-5,243 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 5,240
Change-5,240 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 5,230
Change-5,230 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 5,078
Change-5,078 (-100%)
Value—
Bcgm Wealth Management, LLC
N/A
Shares— from 5,068
Change-5,068 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 5,038
Change-5,038 (-100%)
Value—
Marble Wealth, LLC
N/A
Shares— from 4,961
Change-4,961 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 4,890
Change-4,890 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 4,882
Change-4,882 (-100%)
Value—
Panoramic Capital Partners, LLC
N/A
Shares— from 4,800
Change-4,800 (-100%)
Value—
Pitcairn Wealth Advisors LLC
N/A
Shares— from 4,700
Change-4,700 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 4,666
Change-4,666 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 4,626
Change-4,626 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 4,594
Change-4,594 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 4,584
Change-4,584 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 4,556
Change-4,556 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 4,379
Change-4,379 (-100%)
Value—
Berkshire Asset Management LLC
N/A
Shares— from 4,257
Change-4,257 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 4,190
Change-4,190 (-100%)
Value—
Blair William & Co
N/A
Shares— from 4,150
Change-4,150 (-100%)
Value—
Crux Wealth Advisors
N/A
Shares— from 4,145
Change-4,145 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 4,116
Change-4,116 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 4,033
Change-4,033 (-100%)
Value—
Avant Capital LLC
N/A
Shares— from 3,941
Change-3,941 (-100%)
Value—
Bantamac Capital, LLC
N/A
Shares— from 3,900
Change-3,900 (-100%)
Value—
MWA Asset Management
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 3,464
Change-3,464 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 2,302
Change-2,302 (-100%)
Value—
Colonial Trust Co / SC
N/A
Shares— from 2,012
Change-2,012 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 1,928
Change-1,928 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 1,797
Change-1,797 (-100%)
Value—
Steigerwald, Gordon & Koch Inc.
N/A
Shares— from 1,500
Change-1,500 (-100%)
Value—
Dunhill Financial, LLC
N/A
Shares— from 1,440
Change-1,440 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 1,387
Change-1,387 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 1,200
Change-1,200 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
McMillan Office, Inc.
N/A
Shares— from 900
Change-900 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 855
Change-855 (-100%)
Value—
WealthCollab, LLC
N/A
Shares— from 645
Change-645 (-100%)
Value—
Basepoint Wealth LLC
N/A
Shares— from 615
Change-615 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 446
Change-446 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 426
Change-426 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 377
Change-377 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 227
Change-227 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 225
Change-225 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 188
Change-188 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 135
Change-135 (-100%)
Value—
Vision Retirement, LLC
N/A
Shares— from 89
Change-89 (-100%)
Value—
Mcguire Capital Advisors Inc
N/A
Shares— from 34
Change-34 (-100%)
Value—
Front Row Advisors LLC
N/A
Shares— from 21
Change-21 (-100%)
Value—
Status
LPL Financial LLC
DECREASED1,704,4291,763,190-58,761-3%$99.7M$92.0M-$7.7M2026-11-06
Creative Planning
INCREASED1,520,9681,516,308+4,660+0%$85.7M$82.1M-$3.6M2026-11-02
Linscomb Wealth, Inc.
DECREASED1,487,2401,527,377-40,137-3%$86.3M$80.2M-$6.1M2026-11-05
Keybank National Association
INCREASED578,855567,317+11,538+2%$32.1M$31.2M-$835.5K2026-11-04
IAG Wealth Partners, LLC
INCREASED481,975470,081+11,894+3%$26.6M$26.0M-$566.4K2026-11-06
Coldstream Capital Management Inc
DECREASED450,201458,200-7,999-2%$25.9M$24.3M-$1.6M2026-11-09
Stonebridge Financial Group, LLC
INCREASED403,439396,757+6,682+2%$22.4M$21.8M-$659.2K2026-10-01
Commonwealth Equity Services, LLC
DECREASED393,971503,822-109,851-22%$28.5M$21.3M-$7.2M2026-11-02
Marion Wealth Management
INCREASED327,099317,689+9,410+3%$18.0M$17.6M-$308.8K2026-10-22
Kestra Advisory Services, LLC
INCREASED291,262282,809+8,453+3%$16.0M$15.7M-$270.8K2026-11-02
HighTower Advisors, LLC
DECREASED283,443291,812-8,369-3%$16.5M$15.3M-$1.2M2026-11-10
Concord Wealth Partners
INCREASED234,852234,616+236+0%$13.3M$12.7M-$590.2K2026-11-02
Avantax Planning Partners, Inc.
DECREASED233,246235,598-2,352-1%$13.3M$12.6M-$732.4K2026-11-03
Lee, Kelleher & Klein Wealth Management
INCREASED229,463222,951+6,512+3%$12.6M$12.4M-$221.7K2026-10-08
Precedent Wealth Partners, LLC
INCREASED225,372223,446+1,926+1%$12.6M$12.2M-$470.4K2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED221,545211,011+10,534+5%$11.9M$12.0K-$11.9M2026-11-02
Lido Advisors, LLC
INCREASED219,44020,634+198,806+963%$1.2M$11.8M+$10.7M2026-11-04
Avidian Wealth Enterprises, LLC
DECREASED219,166229,415-10,249-4%$13.0M$11.8M-$1.1M2026-10-08
Bank of New York Mellon Corp
INCREASED213,430177,150+36,280+20%$10.0M$11.5M+$1.5M2026-11-05
Farther Finance Advisors, LLC
INCREASED206,140198,304+7,836+4%$11.2M$11.1M-$86.9K2026-10-08
CX Institutional
INCREASED192,858179,117+13,741+8%$10.1K$10.4K+$2812026-10-02
White Pine Investment Co
INCREASED178,976177,549+1,427+1%$10.0M$9.7K-$10.0M2026-10-15
Concord Asset Management, LLC
INCREASED167,539167,105+434+0%$9.4M$9.0M-$406.0K2026-11-02
Melone Private Wealth, LLC
INCREASED152,467151,892+575+0%$8.6M$8.2M-$359.3K2026-10-16
Dynamic Advisor Solutions LLC
INCREASED151,952150,378+1,574+1%$8.5M$8.2M-$301.5K2026-10-13
Capital Investment Counsel, LLC
INCREASED148,689148,059+630+0%$8.4M$8.0M-$346.5K2026-10-14
United Advisor Group, LLC
DECREASED141,250141,999-749-1%$8.0M$7.6M-$405.4K2026-11-03
Cornerstone Wealth Management, LLC
DECREASED133,108142,402-9,294-7%$8.0M$7.2M-$867.3K2026-11-04
MJT & Associates Financial Advisory Group, Inc.
INCREASED129,957122,710+7,247+6%$6.9M$7.0M+$75.6K2026-10-07
Dickmeyer Boyce Financial Management, Inc.
INCREASED125,724124,755+969+1%$7.1M$6.8M-$268.3K2026-10-08
Wealth Enhancement Advisory Services, LLC
DECREASED120,908123,429-2,521-2%$7.0M$6.6M-$349.1K2026-10-13
D.A. Davidson & Co.
INCREASED118,138114,929+3,209+3%$6.5M$6.4M-$122.2K2026-10-28
Roan Capital Partners
INCREASED114,108109,694+4,414+4%$6.2M$6.2M-$43.8K2026-10-09
IFG Advisory, LLC
INCREASED113,343105,197+8,146+8%$5.9M$6.1M+$169.1K2026-11-09
Modera Wealth Management, LLC
DECREASED106,189109,088-2,899-3%$6.2M$5.7M-$436.7K2026-10-28
Copper Harbor Investment Advisors, LLC
DECREASED98,872107,806-8,934-8%$6.1M$5.3M-$759.0K2026-10-16
TD Waterhouse Canada Inc.
DECREASED98,55099,740-1,190-1%$5.6M$5.3M-$291.9K2026-10-16
Atria Investments, Inc
DECREASED96,36799,412-3,045-3%$5.6M$5.2M-$419.8K2026-10-15
JFS Wealth Advisors, LLC
DECREASED94,56494,973-4090%$5.4M$5.1M-$266.2K2026-11-03
Apeiron RIA LLC
DECREASED86,68588,465-1,780-2%$5.0M$4.7M-$293.9K2026-10-08
Thrivent Financial for Lutherans
INCREASED85,91973,289+12,630+17%$4.1M$4.6K-$4.1M2026-11-05
Inspirion Wealth Advisors, LLC
DECREASED80,69382,879-2,186-3%$4.7M$4.4M-$327.6K2026-10-09
Sage Capital Management, LLC
INCREASED80,18079,919+261+0%$4.5M$4.3M-$191.3K2026-10-20
Meridian Wealth Management, LLC
DECREASED76,25376,429-1760%$4.3M$4.1M-$206.0K2026-11-05
Beacon Financial Group
DECREASED72,78176,334-3,553-5%$4.3M$3.9M-$387.8K2026-10-19
SouthState Bank Corp
DECREASED71,14177,046-5,905-8%$4.4M$3.8M-$516.6K2026-11-09
Midwest Trust Co
DECREASED69,72371,841-2,118-3%$4.1M$3.8M-$298.9K2026-10-22
Nikulski Financial, Inc.
DECREASED68,72780,685-11,958-15%$4.6M$3.7M-$852.5K2026-11-06
Larson Financial Group LLC
DECREASED67,44980,053-12,604-16%$4.5M$3.6M-$885.7K2026-11-05
Independence Bank of Kentucky
DECREASED64,09965,149-1,050-2%$3.7M$3.5M-$224.1K2026-10-26
Founders Grove Wealth Partners, LLC
DECREASED57,09157,442-351-1%$3.2M$3.1M-$166.6K2026-10-16
Brady Martz Wealth Solutions, LLC
INCREASED55,97555,699+276+1%$3.1M$3.0M-$128.3K2026-11-05
Wealthcare Advisory Partners LLC
DECREASED55,69959,256-3,557-6%$3.3M$3.0M-$344.2K2026-10-21
Farmers & Merchants Trust Co of Chambersburg PA
INCREASED53,38151,966+1,415+3%$2.9M$2.9K-$2.9M2026-10-14
Intrua Financial, LLC
DECREASED52,47258,110-5,638-10%$3.3M$2.8M-$453.5K2026-10-28
Summit Wealth Group LLC / Co
DECREASED48,93550,187-1,252-2%$2.8M$2.6M-$196.6K2026-10-29
Cliftonlarsonallen Wealth Advisors, LLC
UNCHANGED48,68848,68800%$2.8M$2.6M-$125.1K2026-10-14
NBT Bank, N.A.
DECREASED48,37050,573-2,203-4%$2.9M$2.6M-$248.8K2026-10-21
Harbour Investments, Inc.
INCREASED47,41246,014+1,398+3%$2.6M$2.6M-$42.8K2026-11-09
Financial Insights, Inc.
DECREASED47,26648,305-1,039-2%$2.7M$2.5M-$180.2K2026-10-27
HF Advisory Group, LLC
DECREASED46,55646,776-2200%$2.6M$2.5M-$132.1K2026-10-09
Jnba Financial Advisors
DECREASED45,18546,431-1,246-3%$2.6M$2.4M-$186.6K2026-11-03
WealthPlan Investment Management, LLC
INCREASED43,67217,433+26,239+151%$985.3K$2.4M+$1.4M2026-10-15
Powers Advisory Group, LLC
DECREASED43,64846,923-3,275-7%$2.7M$2.4M-$297.3K2026-10-14
Silverlake Wealth Management LLC
DECREASED43,34643,422-760%$2.5M$2.3M-$115.7K2026-10-21
Savant Capital, LLC
DECREASED42,76246,370-3,608-8%$2.6M$2.3M-$276.6K2026-11-06
BIP Wealth, LLC
DECREASED40,74943,408-2,659-6%$2.5M$2.2M-$255.1K2026-10-22
First Hawaiian Bank
DECREASED40,30243,846-3,544-8%$2.5M$2.2M-$303.9K2026-10-14
Well Done, LLC
DECREASED40,22641,070-844-2%$2.3M$2.2M-$151.1K2026-10-20
TopTier Wealth Management, LLC
DECREASED38,89438,931-370%$2.2M$2.1M-$102.0K2026-10-16
Salomon & Ludwin, LLC
DECREASED38,15538,454-299-1%$2.2M$2.1M-$113.4K2026-10-29
Kingswood Wealth Advisors, LLC
DECREASED38,10238,219-1170%$2.2M$2.1M-$104.6K2026-10-23
Apollon Wealth Management, LLC
INCREASED37,31736,505+812+2%$2.1M$2.0M-$50.0K2026-10-23
Wealthcare Capital Partners, LLC
INCREASED37,21735,465+1,752+5%$2.0M$2.0M+$3.4K2026-10-21
Financial Advisory Partners, LLC
INCREASED36,60336,288+315+1%$2.1M$2.0M-$76.3K2026-10-23
Chicago Partners Investment Group LLC
INCREASED33,86532,192+1,673+5%$1.8M$1.9M+$84.5K2026-10-27
Harbor Investment Advisory, LLC
DECREASED32,93233,400-468-1%$1.9M$1.8M-$111.1K2026-10-13
Great Valley Advisor Group, Inc.
INCREASED32,55032,375+175+1%$1.8M$1.8M-$73.3K2026-11-09
Ascentis Independent Advisors
INCREASED32,4321,081+31,351+2900%$61.1K$1.7M+$1.7M2026-11-03
Midland Wealth Advisors, LLC
DECREASED32,23832,519-281-1%$1.8M$1.7M-$98.7K2026-10-26
Capital Advisors, Ltd. LLC
INCREASED32,02632,019+7+0%$1.8K$1.7K-$822026-10-27
NewSquare Capital LLC
INCREASED31,75030,457+1,293+4%$1.7M$1.7M-$8.5K2026-11-06
Argent Trust Co
INCREASED31,72430,787+937+3%$1.7M$1.7M-$28.6K2026-11-09
Park Avenue Securities LLC
DECREASED31,38133,767-2,386-7%$1.9M$1.7K-$1.9M2026-10-26
Concurrent Investment Advisors, LLC
INCREASED30,6699,267+21,402+231%$523.8K$1.7M+$1.1M2026-10-16
Uhlmann Price Securities, LLC
INCREASED29,96912,169+17,800+146%$687.8K$1.6M+$928.8K2026-11-03
Wesbanco Bank Inc
DECREASED29,88232,406-2,524-8%$1.8M$1.6M-$219.5K2026-11-04
Fifth Third Bancorp
INCREASED29,61829,475+143+0%$1.7M$1.6M-$68.0K2026-11-05
Wealth Enhancement Trust Services, Inc.
DECREASED28,51928,743-224-1%$1.6M$1.5M-$86.0K2026-10-07
Merit Financial Group, LLC
INCREASED28,42324,097+4,326+18%$1.4M$1.5M+$171.5K2026-11-06
Culbertson A N & Co Inc
DECREASED28,27028,441-171-1%$1.6M$1.5M-$82.3K2026-10-21
Strategic Family Wealth Counselors, L.L.C.
INCREASED27,70426,862+842+3%$1.5M$1.5M-$23.6K2026-10-29
Southland Equity Partners LLC
DECREASED27,15427,504-350-1%$1.6M$1.5M-$89.6K2026-10-14
Soltis Investment Advisors LLC
INCREASED26,51626,466+50+0%$1.5M$1.4M-$65.3K2026-10-28
Oppenheimer & Co Inc
INCREASED25,60922,567+3,042+13%$1.3M$1.4M+$106.1K2026-10-26
Truist Financial Corp
DECREASED25,51427,997-2,483-9%$1.6M$1.4M-$205.9K2026-10-30
Mosley Wealth Management
INCREASED24,29521,523+2,772+13%$1.2M$1.4M+$133.9K2026-10-16
Financial Management Network Inc
DECREASED23,29123,408-1170%$1.3M$1.3M-$71.0K2026-10-09
Anson Capital, Inc.
INCREASED22,58220,201+2,381+12%$1.1M$1.2M+$76.6K2026-10-23
Omni 360 Wealth, Inc.
DECREASED21,53822,056-518-2%$1.2M$1.2M-$84.6K2026-10-13
Principle Wealth Partners LLC
DECREASED20,78021,045-265-1%$1.2M$1.1M-$68.4K2026-11-02
Mather Group, Llc.
INCREASED20,45419,873+581+3%$1.1M$1.1M-$19.7K2026-10-14
Grey Ledge Advisors, LLC
DECREASED20,420138,793-118,373-85%$7.8M$2.0M-$5.8M2026-11-02
Kaydan Wealth Management, Inc.
DECREASED19,97220,045-730%$1.1M$1.1M-$55.5K2026-10-08
RFG Advisory, LLC
INCREASED19,9494,453+15,496+348%$251.7K$1.1M+$824.5K2026-11-03
Holos Integrated Wealth LLC
INCREASED18,73618,721+15+0%$1.1M$1.0M-$21.6K2026-10-23
Geneos Wealth Management Inc.
INCREASED18,34417,205+1,139+7%$972.4K$989.7K+$17.2K2026-11-09
Meridian Financial Advisors, LLC
DECREASED17,97018,511-541-3%$1.0M$969.5K-$76.8K2026-10-14
Gryphon Financial Partners LLC
DECREASED17,78918,073-284-2%$1.0M$959.7K-$61.8K2026-11-04
Collaborative Wealth Managment Inc.
INCREASED17,76717,406+361+2%$983.8K$958.6K-$25.2K2026-11-06
Vicus Capital
DECREASED17,72017,953-233-1%$1.0M$956.0K-$58.7K2026-11-05
Focus Financial Network, Inc.
INCREASED17,65317,300+353+2%$977.8K$952.4K-$25.4K2026-10-14
Milestone Asset Management Group, LLC
INCREASED17,34115,662+1,679+11%$885.2K$935.5K+$50.4K2026-10-20
Platform Technology Partners
UNCHANGED17,25117,25100%$975.0K$930.7K-$44.3K2026-11-02
Lanark Financial, Inc.
INCREASED16,24915,394+855+6%$870.1K$876.6K+$6.6K2026-10-26
Marino, Stram & Associates LLC
INCREASED16,04716,037+10+0%$906.4K$865.8K-$40.6K2026-10-22
Brady Family Wealth, LLC
UNCHANGED16,03416,03400%$906.3K$865.1K-$41.2K2026-11-02
Selby Wealth Management, LLC
DECREASED15,63015,959-329-2%$902.0K$843.3K-$58.7K2026-10-16
Eastern Bank
DECREASED15,54023,443-7,903-34%$1.3M$838.4K-$486.6K2026-10-05
Marathon Strategic Advisors, LLC
DECREASED15,40115,590-189-1%$881.1K$830.9K-$50.3K2026-10-20
J.W. Cole Advisors, Inc.
INCREASED15,05813,322+1,736+13%$753.0K$812.4K+$59.4K2026-11-05
Friday Financial
INCREASED14,97114,350+621+4%$813.2K$812.8K-$4392026-10-09
HighPoint Advisor Group LLC
INCREASED14,90813,574+1,334+10%$767.2K$804.3K+$37.1K2026-11-09
CPC Advisors, LLC
DECREASED14,79914,955-156-1%$845.2K$798.4K-$46.9K2026-10-21
PNC Financial Services Group, Inc.
INCREASED14,7143,514+11,200+319%$198.6K$793.8K+$595.2K2026-11-06
Rossby Financial, LCC
INCREASED14,5238,106+6,417+79%$458.2K$783.5K+$325.4K2026-11-05
Pinnacle Associates LTD
DECREASED14,26815,794-1,526-10%$892.7K$769.8K-$122.9K2026-10-20
Highland Investment Advisors LLC
DECREASED13,71016,466-2,756-17%$930.7K$739.7K-$191.0K2026-11-09
Team Financial Group, LLC
DECREASED13,53813,780-242-2%$778.9K$730.4K-$48.5K2026-10-30
Ironwood Investment Counsel, LLC
INCREASED12,34312,338+5+0%$697.4K$666.0K-$31.4K2026-11-10
Asset Dedication, LLC
UNCHANGED12,30312,30300%$695.4K$663.7K-$31.6K2026-11-03
Daymark Wealth Partners, LLC
INCREASED12,1365,430+6,706+124%$306.9K$654.7K+$347.8K2026-11-04
Allworth Financial LP
UNCHANGED12,00612,00600%$678.6K$678.6K$02026-11-06
Redmond Asset Management, LLC
DECREASED11,85012,408-558-4%$701.3K$639.3K-$62.0K2026-10-27
New Hampshire Trust
UNCHANGED11,80511,80500%$667.2K$636.9K-$30.3K2026-10-20
Centennial Wealth Advisory LLC
DECREASED11,21411,684-470-4%$660.4K$605.1K-$55.3K2026-10-16
Cape ANN Savings Bank
DECREASED11,17311,208-350%$633.5K$602.8K-$30.7K2026-11-09
Pinnacle Wealth Management Advisory Group, LLC
DECREASED11,14511,971-826-7%$676.6K$601.3K-$75.3K2026-10-23
MCF Advisors LLC
INCREASED10,88410,854+30+0%$613.4K$587.2K-$26.3K2026-10-28
Saxon Interests, Inc.
INCREASED10,84410,182+662+7%$575.5K$585.0K+$9.5K2026-10-26
WealthPoint Financial, LLC
INCREASED9,8419,765+76+1%$551.9K$530.9K-$21.0K2026-11-03
Integrated Advisors Network LLC
UNCHANGED9,7009,70000%$548.2K$523.3K-$24.9K2026-10-20
Evanson Financial, LLC
UNCHANGED9,4499,44900%$534.0K$509.8K-$24.3K2026-10-23
Western Wealth Management, LLC
DECREASED9,35113,162-3,811-29%$743.9K$504.5K-$239.4K2026-11-09
Globalt Investments LLC / GA
DECREASED9,22317,205-7,982-46%$972.4K$497.6K-$474.8K2026-10-27
Aspen Investment Management Inc
DECREASED8,9609,630-670-7%$544$483-$612026-11-05
Heritage Trust Co
DECREASED8,7878,863-76-1%$500.9K$474.1K-$26.9K2026-11-09
Plimoth Trust Co LLC
UNCHANGED8,6538,65300%$489.1K$466.8K-$22.2K2026-10-26
Boston Common Asset Management, LLC
UNCHANGED8,5008,50000%$480.4K$458.6K-$21.8K2026-10-13
Institute for Wealth Management, Llc.
DECREASED8,4518,464-130%$478.4K$455.9K-$22.5K2026-11-06
US Bancorp \de\
INCREASED8,4413,850+4,591+119%$217.6K$455.4K+$237.8K2026-11-05
Vontobel Holding Ltd.
UNCHANGED8,0378,03700%$454.3K$433.4K-$20.9K2026-10-16
Howard Bailey Securities, LLC
DECREASED7,9538,176-223-3%$462.1K$429.1K-$33.1K2026-10-27
M Holdings Securities, Inc.
NEW7,949—+7,949——$431—2026-11-03
Kestra Private Wealth Services, LLC
INCREASED7,8407,350+490+7%$415.4K$423.0K+$7.6K2026-11-06
Citizens Financial Group Inc
DECREASED7,6158,221-606-7%$464.7K$410.8K-$53.8K2026-10-23
Compass Capital Management, Inc
NEW7,500—+7,500——$404.6K—2026-11-06
Golden State Wealth Management, LLC
DECREASED7,4467,537-91-1%$426.0K$401.8K-$24.3K2026-11-02
Koshinski Asset Management, Inc.
DECREASED7,4327,962-530-7%$450.0K$401.0K-$49.0K2026-10-29
Robinson Smith Wealth Advisors LLC
DECREASED7,2007,800-600-8%$440.9K$388.4K-$52.4K2026-10-22
HB Wealth Management, LLC
DECREASED7,18011,034-3,854-35%$623.6K$387.4K-$236.3K2026-10-23
Connecticut Wealth Management, LLC
UNCHANGED7,0157,01500%$396.5K$378.5K-$18.0K2026-10-13
Prospera Financial Services Inc
INCREASED6,9236,917+6+0%$391.0K$397.1K+$6.1K2026-11-04
IFP Advisors, Inc
DECREASED6,8856,902-170%$390.1K$371.4K-$18.7K2026-10-16
Berkeley, Inc
UNCHANGED6,8656,86500%$388.0K$370.4K-$17.6K2026-10-20
Independent Financial Group, LLC
INCREASED6,7786,315+463+7%$356.9K$365.7K+$8.7K2026-10-13
Southern Michigan Bank & Trust
DECREASED6,4976,747-250-4%$381.3K$350.5K-$30.8K2026-10-19
Worth Financial Advisory Group, LLC
INCREASED6,3816,201+180+3%$350.5K$344.3K-$6.2K2026-10-19
Key FInancial Inc
DECREASED6,2786,789-511-8%$383.7K$338.7K-$45.0K2026-11-02
Diversified Enterprises, LLC
INCREASED6,2556,072+183+3%$343.2K$337.5K-$5.7K2026-10-19
Flagship Harbor Advisors, LLC
DECREASED6,2056,207-20%$350.8K$334.8K-$16.0K2026-10-26
Old National Bancorp
UNCHANGED6,1426,14200%$347.1K$331.4K-$15.8K2026-10-20
Bank of Montreal
DECREASED6,0266,853-827-12%$387.3K$325.1K-$62.2K2026-11-09
Moneco Advisors, LLC
INCREASED5,9885,966+22+0%$337.2K$323.0K-$14.2K2026-11-05
Fragasso Financial Advisors Inc
INCREASED5,9825,956+26+0%$336.6K$327.2K-$9.4K2026-10-13
RMR Wealth Builders
DECREASED5,9716,069-98-2%$343.0K$322.2K-$20.9K2026-10-22
Coquina Private Wealth LLC
INCREASED5,9295,564+365+7%$314.5K$319.9K+$5.4K2026-10-27
Brighton Jones LLC
INCREASED5,8815,872+9+0%$331.9K$317.3K-$14.6K2026-11-03
Montag A & Associates Inc
INCREASED5,6553,679+1,976+54%$207.9K$305.1K+$97.2K2026-10-29
Alpha Omega Wealth Management LLC
DECREASED5,6545,662-80%$320.0K$305.0K-$15.0K2026-10-23
Clearwater Capital Advisors, LLC
DECREASED5,6475,687-40-1%$321.4K$304.7K-$16.8K2026-11-06
True Link Financial Advisors, LLC
DECREASED5,5718,196-2,625-32%$463.2K$300.6K-$162.7K2026-10-27
Capital Advisors Wealth Management, LLC
INCREASED5,5445,522+22+0%$312.1K$299.1K-$13.0K2026-10-09
Ashton Thomas Private Wealth, LLC
UNCHANGED5,5425,54200%$313.2K$299.0K-$14.2K2026-11-03
NewCorp Financial Services, Inc.
DECREASED5,3335,808-475-8%$328.3K$287.7K-$40.6K2026-10-14
Cottage Street Advisors LLC
DECREASED5,3005,326-260%$301.0K$285.9K-$15.1K2026-10-19
Weinberger Asset Management, Inc
INCREASED5,2805,260+20+0%$302.6K$284.8K-$17.8K2026-10-28
Portland Financial Advisors Inc
UNCHANGED5,0605,06000%$286.0K$273.0K-$13.0K2026-10-26
Seek First Inc.
INCREASED5,0395,010+29+1%$283.2K$271.8K-$11.3K2026-10-27
Sigma Planning Corp
DECREASED5,0366,280-1,244-20%$354.9K$271.7K-$83.2K2026-10-23
Quadcap Wealth Management, LLC
INCREASED4,9904,967+23+0%$280.8K$269.2K-$11.6K2026-11-02
Kestra Investment Management, LLC
UNCHANGED4,9314,93100%$278.7K$266.0K-$12.7K2026-11-04
Signal Advisors Wealth, LLC
DECREASED4,8025,271-469-9%$297.9K$259.1K-$38.9K2026-10-13
Patten Group, Inc.
INCREASED4,7924,536+256+6%$256.4K$258.5K+$2.2K2026-10-26
Envision Financial LLC
DECREASED4,71923,475-18,756-80%$1.3M$411.4K-$915.4K2026-10-15
Appleton Partners Inc
UNCHANGED4,6894,68900%$265.0K$253-$264.7K2026-10-30
Laurel OAK Wealth Management, LLC
NEW4,678—+4,678——$252.4K—2026-10-19
Private Trust Co NA
DECREASED4,6765,961-1,285-22%$336.9K$252.3K-$84.6K2026-10-20
Rockport Wealth LLC
INCREASED4,6334,095+538+13%$231.4K$250.0K+$18.5K2026-11-03
StoneX Group Inc.
NEW4,588—+4,588——$256.9K—2026-11-03
MLG Wealth Management DBA Pine Grove Financial Group
NEW4,487—+4,487——$242.1K—2026-10-13
Prime Capital Investment Advisors, LLC
INCREASED4,4634,438+25+1%$250.8K$240.8K-$10.0K2026-10-20
Smith Partners Wealth Management, LLC
UNCHANGED4,3934,39300%$248.3K$237.0K-$11.3K2026-11-05
Beacon Financial Advisory LLC
DECREASED4,3684,627-259-6%$261.5K$235.7K-$25.8K2026-10-16
MGO One Seven LLC
NEW4,334—+4,334——$233.8K—2026-10-28
Moors & Cabot, Inc.
NEW4,311—+4,311——$232.6K—2026-11-06
Alhambra Investment Management LLC
DECREASED4,2094,409-200-5%$249.2K$227.1K-$22.1K2026-10-15
Essex Bank
UNCHANGED4,2004,20000%$237.4K$226.6K-$10.8K2026-10-16
Northern Financial Advisors Inc
UNCHANGED4,1184,11800%$232.8K$222.2K-$10.6K2026-10-29
Midwest Capital Advisors, LLC
UNCHANGED4,1104,11000%$232.3K$221.7K-$10.6K2026-11-04
Sightline Wealth Advisors, LLC
INCREASED4,0454,022+23+1%$227.3K$218.3K-$9.1K2026-10-21
Willner & Heller, LLC
INCREASED3,9713,948+23+1%$223.1K$214.2K-$8.9K2026-10-28
KCM Investment Advisors LLC
NEW3,916—+3,916——$211.3K—2026-10-27
Mallini Complete Financial Planning LLC
UNCHANGED3,9153,91500%$221.3K$211.2K-$10.1K2026-10-06
Joseph P. Lucia & Associates, LLC
UNCHANGED3,8713,87100%$218.8K$208.8K-$9.9K2026-10-30
Badgley Phelps Wealth Managers, LLC
UNCHANGED3,8163,81600%$215.7K$205.9K-$9.8K2026-10-22
Rooted Wealth Advisors, Inc.
UNCHANGED3,8073,80700%$215.2K$215.2K$02026-11-03
Sowell Financial Services LLC
DECREASED3,7643,794-30-1%$214.4K$203.0K-$11.4K2026-10-23
SwitchPoint Financial Planning, LLC
UNCHANGED3,7583,75800%$212.4K$202.7K-$9.7K2026-11-02
Transce3nd, LLC
NEW3,677—+3,677——$207.2K—2026-10-26
CoreCap Advisors, LLC
INCREASED3,5723,422+150+4%$193.4K$192.7K-$6482026-10-08
Spire Wealth Management
INCREASED3,2863,277+9+0%$185.2K$177.3K-$7.9K2026-10-30
Evolution Wealth Management Inc.
DECREASED3,0203,068-48-2%$173.4K$162.9K-$10.5K2026-10-28
MTM Investment Management, LLC
DECREASED3,0023,371-369-11%$190.5K$162.0K-$28.6K2026-10-30
Investors Research Corp
DECREASED2,9134,727-1,814-38%$267.2K$157.2K-$110.0K2026-10-07
Plante Moran Financial Advisors, LLC
DECREASED2,7733,645-872-24%$206.0K$149.6K-$56.4K2026-11-04
Clearstead Advisors, LLC
INCREASED2,7722,771+1+0%$156.6K$149.6K-$7.0K2026-11-06
Viewpoint Capital Management LLC
UNCHANGED2,5502,55000%$144.1K$137.6K-$6.6K2026-10-27
Versant Capital Management, Inc
UNCHANGED2,3862,38600%$134.9K$128.7K-$6.1K2026-10-02
Chilton Capital Management LLC
UNCHANGED2,2302,23000%$126.0K$120.3K-$5.7K2026-10-28
AlphaCore Capital LLC
DECREASED2,2002,440-240-10%$137.9K$118.7K-$19.2K2026-11-04
Pinnacle Wealth Planning Services, Inc.
UNCHANGED1,9681,96800%$111.2K$106.2K-$5.1K2026-10-27
Financial Consulate, Inc
DECREASED1,8532,288-435-19%$129.3K$100.0K-$29.3K2026-10-23
EverSource Wealth Advisors, LLC
UNCHANGED1,8101,81000%$102.3K$97.7K-$4.7K2026-11-04
KFG LLC
NEW1,545—+1,545——$83.4K—2026-11-02
SBI Securities Co., Ltd.
UNCHANGED1,5061,50600%$85.1K$81.2K-$3.9K2026-10-22
Bokf, NA
UNCHANGED1,4921,49200%$84.3K$80.5K-$3.8K2026-10-27
Hantz Financial Services, Inc.
NEW1,477—+1,477——$79—2026-11-09
Bessemer Group Inc
UNCHANGED1,4301,43000%$81.0K$77-$80.9K2026-11-09
Kennebec Savings Bank
UNCHANGED1,4181,41800%$80.1K$76.5K-$3.6K2026-10-22
Kelleher Financial Advisors
UNCHANGED1,3731,37300%$77.6K$74.1K-$3.5K2026-10-30
Tounjian Advisory Partners, LLC
DECREASED1,2441,276-32-3%$72.1K$67.1K-$5.0K2026-11-04
Root Financial Partners, LLC
NEW1,198—+1,198——$64.6K—2026-10-21
Glass Jacobson Investment Advisors llc
INCREASED1,1651,159+6+1%$65.5K$62.9K-$2.6K2026-10-26
Fairway Wealth LLC
UNCHANGED1,0071,00700%$56.9K$54.3K-$2.6K2026-10-30
Cullen T Bankers, Inc.
DECREASED9871,053-66-6%$59.5K$53.2K-$6.3K2026-10-28
Valley National Advisers Inc
UNCHANGED93093000%$52.6K$50.2K-$2.4K2026-10-23
Ashurst Perkins Coie Trust Co
UNCHANGED74074000%$41.8K$39.9K-$1.9K2026-10-15
Assetmark, Inc
INCREASED713709+4+1%$40.1K$38.5K-$1.6K2026-10-21
Caldwell Trust Co
UNCHANGED65065000%$36.7K$35.1K-$1.7K2026-10-30
Marshall & Sterling Wealth Advisors Inc.
NEW649—+649——$35.0K—2026-10-28
Hoese & Co LLP
DECREASED624709-85-12%$40.1K$33.7K-$6.4K2026-10-21
Center for Financial Planning, Inc.
UNCHANGED55255200%$31.2K$29.8K-$1.4K2026-10-26
RMG Wealth Management LLC
UNCHANGED54354300%$31.7K$30.8K-$9502026-10-26
Capital Investment Advisory Services, LLC
UNCHANGED52652600%$29.7K$28.4K-$1.4K2026-10-30
Provenance Wealth Advisors, LLC
UNCHANGED49649600%$28.0K$26.8K-$1.3K2026-10-30
Bayban
UNCHANGED48648600%$27.5K$27.5K$02026-11-05
Zions Bancorporation, National Association
UNCHANGED48048000%$27.1K$25.9K-$1.2K2026-11-06
Creative Financial Designs Inc
INCREASED478474+4+1%$26.8K$25.8K-$9982026-11-04
Beacon Investment Advisory Services, Inc.
UNCHANGED45045000%$25.4K$24.3K-$1.2K2026-10-13
Wolff Wiese Magana LLC
UNCHANGED45045000%$25.4K$24.3K-$1.2K2026-10-15
Sfam, LLC
INCREASED448389+59+15%$22.0K$24.2K+$2.2K2026-11-03
Noble Wealth Management PBC
UNCHANGED43243200%$24.4K$23.3K-$1.1K2026-10-01
MassMutual Private Wealth & Trust, FSB
UNCHANGED38138100%$21.5K$20.6K-$9792026-10-05
Frankly Finances, LLC
UNCHANGED36236200%$20.5K$19.5K-$9302026-10-28
Compass Financial Management LLC
UNCHANGED33533500%$18.9K$18.1K-$8612026-10-30
Roxbury Financial LLC
INCREASED320319+1+0%$18.0K$17.3K-$7742026-10-01
United Community Bank
UNCHANGED31131100%$17.6K$16.8K-$8002026-10-28
Russell Investments Group, Ltd.
DECREASED284824-540-66%$46.6K$15.3K-$31.3K2026-11-06
Polaris Financial Partners
NEW267—+267——$14—2026-10-02
Triumph Capital Management
UNCHANGED24224200%$13.7K$13.1K-$6222026-10-14
Register Financial Advisors LLC
DECREASED241301-60-20%$17.0K$13.0K-$4.0K2026-10-23
Physician Wealth Advisors, Inc.
UNCHANGED23823800%$13.5K$12.8K-$6112026-10-20
Quaker Wealth Management, LLC
UNCHANGED23723700%$13.4K$12.8K-$6092026-10-22
Financial Freedom, LLC
NEW235—+235——$12.7K—2026-11-06
Downshift Financial, LLC
NEW194—+194——$10.5K—2026-10-13
Reap Financial Group, LLC
UNCHANGED10010000%$5.7K$5.4K-$2572026-11-02
Dhjj Financial Advisors, Ltd.
UNCHANGED999900%$5.6K$5.3K-$2532026-10-23
RHL Group, LLC
UNCHANGED909000%$5.1K$4.9K-$2542026-11-04
Nova Financial LLC
NEW85—+85——$4.6K—2026-11-04
Covestor Ltd
UNCHANGED686800%$4$4$02026-10-30
Abound Wealth Management
UNCHANGED525200%$2.9K$2.8K-$1342026-10-26
Financial Network Wealth Advisors LLC
NEW44—+44——$2.4K—2026-10-28
IMG Wealth Management, Inc.
UNCHANGED404000%$2.3K$2.2K-$912026-10-27
UMB Bank, n.a.
UNCHANGED272700%$1.5K$1.5K-$692026-11-06
Spurstone Advisory Services, LLC
UNCHANGED262600%$1.5K$1.4K-$562026-11-02
Kozak & Associates, Inc.
UNCHANGED252500%$1.4K$1.4K$02026-10-29
Rosenberg Matthew Hamilton
UNCHANGED212100%$1.2K$1.1K-$542026-10-05
Quest 10 Wealth Builders, Inc.
DECREASED1516-1-6%$904$809-$952026-11-02
Key Capital Management, Inc
UNCHANGED141400%$791$755-$362026-11-03
Citigroup Inc
NEW11—+11——$593—2026-11-04
Blue Trust, Inc.
NEW4—+4——$239—2026-10-15
Provident Wealth Management, LLC
UNCHANGED1100%$57$54-$32026-10-20
Vestor Capital, LLC
CLOSED093,887-93,887-100%$7.8K$0-$7.8K2026-11-04
Chatham Capital Group, Inc.
CLOSED07,000-7,000-100%$395.6K$0-$395.6K2026-10-16
Elevation Point Wealth Partners, LLC
CLOSED04,379-4,379-100%$247.5K$0-$247.5K2026-11-05
RAM Investment Partners, LLC
CLOSED03,851-3,851-100%$217.7K$0-$217.7K2026-10-21
Uptick Partners, LLC
CLOSED03,778-3,778-100%$213.6K$0-$213.6K2026-11-04
Wedbush Securities Inc
CLOSED03,703-3,703-100%$209.0K$0-$209.0K2026-10-22
Farmers & Merchants Trust Co of Long Beach
CLOSED03,606-3,606-100%$203.8K$0-$203.8K2026-10-22
Valmark Advisers, Inc.
CLOSED03,602-3,602-100%$203.6K$0-$203.6K2026-11-06
Stenger Family Office, LLC
CLOSED03,585-3,585-100%$202.6K$0-$202.6K2026-10-22
Kickstand Ventures, Llc.
CLOSED03,566-3,566-100%$201.6K$0-$201.6K2026-11-09
River Street Advisors LLC
CLOSED03,408-3,408-100%$192.6K$0-$192.6K2026-10-22
BankPlus Trust Department
CLOSED03,348-3,348-100%$189.2K$0-$189.2K2026-11-06
Hickory Point Bank & Trust
CLOSED03,108-3,108-100%$175.7K$0-$175.7K2026-10-01
International Assets Investment Management, LLC
CLOSED0520-520-100%$29.3K$0-$29.3K2026-11-02
LifeSteps Financial, Inc.
CLOSED0447-447-100%$25.3K$0-$25.3K2026-10-15
AdvisorNet Financial, Inc
CLOSED0359-359-100%$20.3K$0-$20.3K2026-10-15
DecisionPoint Financial, LLC
CLOSED0190-190-100%$10.7K$0-$10.7K2026-10-27
Cornerstone Planning Group LLC
CLOSED071-71-100%$4.1K$0-$4.1K2026-10-16
Kingdom Financial Group Llc.
CLOSED046-46-100%$2.6K$0-$2.6K2026-11-04
Flagship Wealth Advisors, LLC
CLOSED023-23-100%$1.3K$0-$1.3K2026-11-03
Central Trust Co
CLOSED017-17-100%$961$0-$9612026-11-05
Bell Investment Advisors, Inc
CLOSED09-9-100%$509$0-$5092026-10-29
Hazlett, Burt & Watson, Inc.
DECREASED0230-230-100%$13.0K$0-$13.0K2026-11-04
Raleigh Capital Management Inc.
DECREASED01-1-100%$44$8-$362026-10-28
Prairie Wealth Advisors, Inc.
UNCHANGED000—$1.1M$988.6K-$66.8K2026-10-29
Bank of America Corp
N/A—4,522,366-4,522,366-100%$255.6M———
Morgan Stanley
N/A—2,475,172-2,475,172-100%$139.9M———
UBS Group AG
N/A—1,865,075-1,865,075-100%$105.4M———
Jones Financial Companies Lllp
N/A—1,826,895-1,826,895-100%$103.7M———
Ameriprise Financial Inc
N/A—1,391,530-1,391,530-100%$78.7M———
Raymond James Financial Inc
N/A—1,036,786-1,036,786-100%$58.6M———
Wells Fargo & Company
N/A—998,779-998,779-100%$56.5M———
Mercer Global Advisors Inc
N/A—862,327-862,327-100%$48.7M———
Royal Bank of Canada
N/A—527,892-527,892-100%$29.8M———
Osaic Holdings, Inc.
N/A—478,941-478,941-100%$27.1M———
Cetera Investment Advisers
N/A—439,529-439,529-100%$24.8M———
Trajan Wealth LLC
N/A—372,990-372,990-100%$21.1M———
Baird Financial Group, Inc.
N/A—359,731-359,731-100%$20.3M———
AE Wealth Management LLC
N/A—355,863-355,863-100%$20.1M———
Huntington National Bank
N/A—350,872-350,872-100%$19.8M———
MAI Capital Management
N/A—323,917-323,917-100%$18.3M———
Stifel Financial Corp
N/A—300,151-300,151-100%$17.0M———
Rockefeller Capital Management L.P.
N/A—291,122-291,122-100%$16.5M———
Three Bearings Fiduciary Advisors, Inc.
N/A—284,239-284,239-100%$16.1M———
JPMorgan Chase & Co
N/A—245,561-245,561-100%$13.9M———
Northwestern Mutual Wealth Management Co
N/A—242,608-242,608-100%$13.7M———
Destination Wealth Management
N/A—239,935-239,935-100%$13.6M———
Focus Partners Wealth
N/A—230,956-230,956-100%$13.1M———
Curi Capital, LLC
N/A—214,530-214,530-100%$12.1M———
Atlantic Union Bankshares Corp
N/A—191,626-191,626-100%$10.8M———
FAS Wealth Partners, Inc.
N/A—166,625-166,625-100%$9.4M———
Goldstone Financial Group, LLC
N/A—139,716-139,716-100%$7.9M———
Goldman Sachs Group Inc
N/A—125,957-125,957-100%$7.1M———
Mariner, LLC
N/A—121,630-121,630-100%$6.9M———
MML Investors Services, LLC
N/A—117,538-117,538-100%$6.6M———
Main Street Financial Solutions, LLC
N/A—117,357-117,357-100%$6.6M———
Segall Bryant & Hamill, LLC
N/A—116,310-116,310-100%$6.6M———
Envestnet Asset Management Inc
N/A—116,159-116,159-100%$6.6M———
Equitable Holdings, Inc.
N/A—114,206-114,206-100%$6.5M———
Focus Partners Advisor Solutions, LLC
N/A—98,669-98,669-100%$5.6M———
Frazier Financial Advisors, LLC
N/A—94,923-94,923-100%$5.4M———
Private Capital Management, LLC
N/A—92,847-92,847-100%$5.2M———
Cahill Financial Advisors Inc
N/A—89,047-89,047-100%$5.0M———
Natixis Advisors, LLC
N/A—87,443-87,443-100%$4.9M———
JPL Wealth Management, LLC
N/A—86,608-86,608-100%$4.9M———
Harbour Wealth Management Group, Inc.
N/A—86,114-86,114-100%$4.9M———
Cascade Financial Partners, LLC
N/A—85,460-85,460-100%$4.8M———
Viaable, LLC
N/A—81,845-81,845-100%$4.6M———
Beacon Pointe Advisors, LLC
N/A—77,269-77,269-100%$4.4M———
Private Advisor Group, LLC
N/A—73,854-73,854-100%$4.2M———
Captrust Financial Advisors
N/A—72,124-72,124-100%$4.1M———
Hancock Whitney Corp
N/A—68,053-68,053-100%$3.8M———
Janney Montgomery Scott LLC
N/A—67,355-67,355-100%$3.8M———
United Capital Financial Advisors, LLC
N/A—63,098-63,098-100%$3.6M———
EP Wealth Advisors, LLC
N/A—60,561-60,561-100%$3.4M———
Sanctuary Advisors, LLC
N/A—55,604-55,604-100%$3.1M———
&partners
N/A—53,534-53,534-100%$3.0M———
Arkadios Wealth Advisors
N/A—52,367-52,367-100%$3.0M———
Fiduciary Financial Advisors
N/A—51,826-51,826-100%$2.9M———
Vident Advisory, LLC
N/A—51,428-51,428-100%$2.9M———
Oxinas Partners, LLC
N/A—49,112-49,112-100%$2.8M———
Centaurus Financial, Inc.
N/A—48,835-48,835-100%$2.8M———
Northern Trust Corp
N/A—46,487-46,487-100%$2.6M———
FMR LLC
N/A—46,409-46,409-100%$2.6M———
Principal Securities, Inc.
N/A—45,006-45,006-100%$2.5M———
Farmers National Bank
N/A—43,639-43,639-100%$2.5M———
Wealthspire Advisors, LLC
N/A—40,999-40,999-100%$2.3M———
Composition Wealth, LLC
N/A—39,640-39,640-100%$2.2M———
Prosperity Consulting Group, LLC
N/A—37,725-37,725-100%$2.1M———
Stock Yards Bank & Trust Co
N/A—36,387-36,387-100%$2.1M———
O'shaughnessy Asset Management, LLC
N/A—35,212-35,212-100%$2.0M———
Yarger Wealth Strategies, LLC
N/A—33,986-33,986-100%$1.9M———
Benjamin Edwards Inc
N/A—31,983-31,983-100%$1.8M———
Biondo Investment Advisors, LLC
N/A—31,653-31,653-100%$1.8M———
Integrated Wealth Concepts LLC
N/A—31,111-31,111-100%$1.8M———
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
N/A—28,503-28,503-100%$1.6M———
Aptus Capital Advisors, LLC
N/A—26,806-26,806-100%$1.5M———
Gladstone Institutional Advisory LLC
N/A—25,905-25,905-100%$1.5M———
Resurgent Financial Advisors LLC
N/A—25,820-25,820-100%$1.5M———
Quantinno Capital Management LP
N/A—25,591-25,591-100%$1.4M———
Snowden Capital Advisors LLC
N/A—25,483-25,483-100%$1.4M———
Financial Engines Advisors L.L.C.
N/A—24,664-24,664-100%$1.4M———
Pasadena Private Wealth, LLC
N/A—23,956-23,956-100%$1.4M———
Susquehanna International Group, LLP
N/A—23,713-23,713-100%$1.3M———
IHT Wealth Management, LLC
N/A—22,375-22,375-100%$1.3M———
Steward Partners Investment Advisory, LLC
N/A—21,344-21,344-100%$1.2M———
Pacific SUN Financial Corp
N/A—19,900-19,900-100%$1.1M———
Cerity Partners LLC
N/A—18,280-18,280-100%$1.0M———
Waverly Advisors, LLC
N/A—17,951-17,951-100%$1.0M———
Causey Wealth LLC
N/A—17,885-17,885-100%$1.0M———
BlackRock, Inc.
N/A—17,580-17,580-100%$993.6K———
Denver Wealth Management, Inc.
N/A—17,331-17,331-100%$979.5K———
Stonebridge Financial Group, LLC
N/A—16,896-16,896-100%$954.0K———
Navis Wealth Advisors, LLC
N/A—16,240-16,240-100%$917.9K———
Summit Financial, LLC
N/A—14,810-14,810-100%$837.1K———
AssuredPartners Investment Advisors, LLC
N/A—14,797-14,797-100%$836.3K———
Arkos Global Advisors
N/A—14,567-14,567-100%$823.0K———
Global Retirement Partners, LLC
N/A—14,521-14,521-100%$820.7K———
UBS Asset Management Americas LLC
N/A—14,238-14,238-100%$804.7K———
Octavia Wealth Advisors, LLC
N/A—14,098-14,098-100%$796.8K———
SHP Wealth Management
N/A—13,420-13,420-100%$758.5K———
NewEdge Advisors, LLC
N/A—13,391-13,391-100%$756.9K———
Betterment LLC
N/A—13,202-13,202-100%$746.0K———
Johnson Investment Counsel Inc
N/A—13,094-13,094-100%$740.1K———
AQR Capital Management LLC
N/A—12,684-12,684-100%$716.9K———
Flputnam Investment Management Co
N/A—12,308-12,308-100%$695.6K———
New Insight Wealth Advisors
N/A—12,088-12,088-100%$683.2K———
Simmons Bank
N/A—11,954-11,954-100%$675.6K———
Hanover Advisors Inc
N/A—11,871-11,871-100%$670.9K———
XTX Topco Ltd
N/A—11,509-11,509-100%$650.5K———
Vines Capital Management, LLC
N/A—11,373-11,373-100%$642.8K———
WCG Wealth Advisors LLC
N/A—11,072-11,072-100%$625.8K———
Franklin Resources Inc
N/A—10,924-10,924-100%$617.4K———
Ancora Advisors LLCA
N/A—10,251-10,251-100%$579.4K———
Trustmark Bank Trust Department
N/A—9,809-9,809-100%$554.4K———
PFG Investments, LLC
N/A—9,259-9,259-100%$523.3K———
BFC Planning, Inc.
N/A—9,229-9,229-100%$521.6K———
Vertex Planning Partners, LLC
N/A—9,093-9,093-100%$513.9K———
NorthRock Partners, LLC
N/A—8,220-8,220-100%$464.6K———
Invesco Ltd.
N/A—8,128-8,128-100%$459.4K———
Pinnacle Financial Partners, Inc.
N/A—7,996-7,996-100%$452.0K———
Medallion Wealth Advisors, LLC
N/A—7,834-7,834-100%$442.8K———
Modern Wealth Management, LLC
N/A—7,697-7,697-100%$435.0K———
First Trust Advisors LP
N/A—7,509-7,509-100%$424.4K———
MOR Wealth Management, LLC
N/A—7,354-7,354-100%$415.6K———
Pathstone Holdings, LLC
N/A—7,198-7,198-100%$406.8K———
Reliant Investment Partners, LLC
N/A—7,137-7,137-100%$403.4K———
Wealth Management Associates, Inc.
N/A—6,894-6,894-100%$389.7K———
World Investment Advisors
N/A—6,812-6,812-100%$357.9K———
Foundations Investment Advisors, LLC
N/A—6,680-6,680-100%$377.6K———
Wick Capital Partners, LLC
N/A—6,468-6,468-100%$365.6K———
Essex Financial Services, Inc.
N/A—6,058-6,058-100%$342.4K———
Sun Financial Inc
N/A—5,531-5,531-100%$321.6K———
Perspective Wealth Advisors LLC
N/A—5,375-5,375-100%$303.8K———
Arax Advisory Partners
N/A—5,243-5,243-100%$296.3K———
Kovack Advisors, Inc.
N/A—5,240-5,240-100%$296.0K———
OneAscent Wealth Management LLC
N/A—5,230-5,230-100%$295.6K———
CIBC Bancorp USA Inc.
N/A—5,078-5,078-100%$287.0K———
Bcgm Wealth Management, LLC
N/A—5,068-5,068-100%$286.5K———
Advisory Services Network, LLC
N/A—5,038-5,038-100%$284.7K———
Marble Wealth, LLC
N/A—4,961-4,961-100%$280.4K———
CIBC World Market Inc.
N/A—4,890-4,890-100%$276.4K———
Summit Trail Advisors, LLC
N/A—4,882-4,882-100%$275.9K———
Panoramic Capital Partners, LLC
N/A—4,800-4,800-100%$271.3K———
Pitcairn Wealth Advisors LLC
N/A—4,700-4,700-100%$265.6K———
OneAscent Family Office, LLC
N/A—4,666-4,666-100%$263.7K———
Berger Financial Group, Inc
N/A—4,626-4,626-100%$261.5K———
Neuberger Berman Group LLC
N/A—4,594-4,594-100%$259.7K———
Smith, Moore & Co.
N/A—4,584-4,584-100%$259.1K———
Nuveen, LLC
N/A—4,556-4,556-100%$257.5K———
Vestmark Advisory Solutions, Inc.
N/A—4,379-4,379-100%$247.5K———
Berkshire Asset Management LLC
N/A—4,257-4,257-100%$240.6K———
Calton & Associates, Inc.
N/A—4,190-4,190-100%$236.8K———
Blair William & Co
N/A—4,150-4,150-100%$234.6K———
Crux Wealth Advisors
N/A—4,145-4,145-100%$234.3K———
Sequoia Financial Advisors, LLC
N/A—4,116-4,116-100%$232.6K———
HRT Financial LP
N/A—4,033-4,033-100%$227.0K———
Avant Capital LLC
N/A—3,941-3,941-100%$222.7K———
Bantamac Capital, LLC
N/A—3,900-3,900-100%$220.4K———
MWA Asset Management
N/A—3,600-3,600-100%$203.5K———
Tower Research Capital LLC (TRC)
N/A—3,464-3,464-100%$195.8K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—2,302-2,302-100%$130.1K———
Colonial Trust Co / SC
N/A—2,012-2,012-100%$113.8K———
Founders Financial Alliance, LLC
N/A—1,928-1,928-100%$109.0K———
Glen Eagle Advisors, LLC
N/A—1,797-1,797-100%$101.6K———
Steigerwald, Gordon & Koch Inc.
N/A—1,500-1,500-100%$84.8K———
Dunhill Financial, LLC
N/A—1,440-1,440-100%$81.4K———
Ameritas Advisory Services, LLC
N/A—1,387-1,387-100%$78.4K———
National Bank of Canada
N/A—1,200-1,200-100%$67.8K———
Synergy Investment Management, LLC
N/A—1,000-1,000-100%$56.5K———
McMillan Office, Inc.
N/A—900-900-100%$50.9K———
Ameritas Investment Partners, Inc.
N/A—855-855-100%$48.3K———
WealthCollab, LLC
N/A—645-645-100%$36.5K———
Basepoint Wealth LLC
N/A—615-615-100%$34.8K———
Coppell Advisory Solutions LLC
N/A—446-446-100%$1.5M———
Millstone Evans Group, LLC
N/A—426-426-100%$24.1K———
Smartleaf Asset Management LLC
N/A—377-377-100%$21.3K———
Vanguard Advisers Inc
N/A—227-227-100%$12.8K———
Quantum Portfolio Management LLC
N/A—225-225-100%$12.7K———
Ankerstar Wealth, LLC
N/A—188-188-100%$10.6K———
Manning & Napier Advisors LLC
N/A—135-135-100%$7.6K———
Vision Retirement, LLC
N/A—89-89-100%$5.0K———
Mcguire Capital Advisors Inc
N/A—34-34-100%$1.9K———
Front Row Advisors LLC
N/A—21-21-100%$1.2K———
Showing 497 of 497 institutions