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Wisdomtree Floating Rate TRE (USFR)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares15,684,430 from 13,259,499
Change+2,424,931 (+18%)
Value$790.3M (+$122.7M)
Filed 2026-11-06
BIP Wealth, LLC
INCREASED
Shares5,638,832 from 5,521,691
Change+117,141 (+2%)
Value$284.1M (+$6.1M)
Filed 2026-10-22
3Edge Asset Management, LP
NEW
Shares4,553,161
Change+4,553,161
Value$229.4M
Filed 2026-10-30
Morton Capital Management LLC
INCREASED
Shares3,122,365 from 1,740,568
Change+1,381,797 (+79%)
Value$157.3M (+$69.7M)
Filed 2026-10-23
HighTower Advisors, LLC
INCREASED
Shares2,729,178 from 2,474,634
Change+254,544 (+10%)
Value$137.5M (+$12.9M)
Filed 2026-11-10
Cardinal Point Capital Management ULC
INCREASED
Shares1,512,186 from 1,436,227
Change+75,959 (+5%)
Value$76.2M (+$3.9M)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares1,484,876 from 934,871
Change+550,005 (+59%)
Value$74.8K (-$47.0M)
Filed 2026-11-02
Bank of New York Mellon Corp
INCREASED
Shares1,359,744 from 1,304,803
Change+54,941 (+4%)
Value$68.5M (+$2.8M)
Filed 2026-11-05
Davenport & Co LLC
INCREASED
Shares1,331,866 from 1,307,935
Change+23,931 (+2%)
Value$67.1M (+$1.3M)
Filed 2026-10-14
Kestra Advisory Services, LLC
DECREASED
Shares1,279,227 from 1,495,048
Change-215,821 (-14%)
Value$64.5M (-$10.8M)
Filed 2026-11-02
Fourpath Capital Management, LLC
INCREASED
Shares1,187,131 from 1,133,549
Change+53,582 (+5%)
Value$59.8M (+$2.7M)
Filed 2026-10-19
Sky-Mountain Capital Management, Inc.
INCREASED
Shares1,145,826 from 1,090,104
Change+55,722 (+5%)
Value$57.7M (+$2.9M)
Filed 2026-11-09
Encompass More Asset Management
DECREASED
Shares1,075,246 from 1,473,313
Change-398,067 (-27%)
Value$54.2M (-$20.0M)
Filed 2026-10-16
Stenger Family Office, LLC
INCREASED
Shares1,065,100 from 950,591
Change+114,509 (+12%)
Value$53.7M (+$5.9M)
Filed 2026-10-22
Commonwealth Equity Services, LLC
INCREASED
Shares1,009,399 from 933,611
Change+75,788 (+8%)
Value$50.9M (+$3.9M)
Filed 2026-11-02
Alpine Bank Wealth Management
INCREASED
Shares991,953 from 381,503
Change+610,450 (+160%)
Value$50.0M (+$30.8M)
Filed 2026-10-16
McGuire Investment Group, LLC
INCREASED
Shares984,036 from 947,852
Change+36,184 (+4%)
Value$49.6M (+$1.9M)
Filed 2026-10-23
Aprio Wealth Management, LLC
INCREASED
Shares904,913 from 676,658
Change+228,255 (+34%)
Value$45.6M (+$11.5M)
Filed 2026-10-28
Lunt Capital Management, Inc.
DECREASED
Shares877,436 from 923,539
Change-46,103 (-5%)
Value$44.2M (-$2.3M)
Filed 2026-10-30
Mraz, Amerine & Associates, Inc.
DECREASED
Shares834,821 from 859,642
Change-24,821 (-3%)
Value$42.1M (-$1.2M)
Filed 2026-10-30
Clear Creek Financial Management, LLC
INCREASED
Shares806,407 from 335,303
Change+471,104 (+141%)
Value$40.6M (+$23.8M)
Filed 2026-10-28
Lido Advisors, LLC
INCREASED
Shares802,237 from 12,318
Change+789,919 (+6413%)
Value$40.4M (+$39.8M)
Filed 2026-11-04
Mission Wealth Management, LP
DECREASED
Shares801,187 from 1,868,364
Change-1,067,177 (-57%)
Value$40.4M (-$53.7M)
Filed 2026-10-15
Wealthcare Capital Partners, LLC
INCREASED
Shares799,449 from 647,400
Change+152,049 (+23%)
Value$40.3M (+$7.7M)
Filed 2026-10-21
Kestra Private Wealth Services, LLC
DECREASED
Shares786,847 from 800,627
Change-13,780 (-2%)
Value$39.6M (-$662.3K)
Filed 2026-11-06
Global View Capital Management LLC
INCREASED
Shares776,613 from 453,517
Change+323,096 (+71%)
Value$39.1M (+$16.3M)
Filed 2026-10-28
Carmel Capital Partners, LLC
DECREASED
Shares769,651 from 874,714
Change-105,063 (-12%)
Value$38.8M (-$5.3M)
Filed 2026-11-03
Disciplina Capital Management LLC
DECREASED
Shares738,080 from 817,373
Change-79,293 (-10%)
Value$37.2M (-$4.0M)
Filed 2026-11-06
AlphaCore Capital LLC
DECREASED
Shares682,214 from 744,182
Change-61,968 (-8%)
Value$34.4M (-$3.1M)
Filed 2026-11-04
Level Four Advisory Services, LLC
DECREASED
Shares654,181 from 656,655
Change-2,474 (0%)
Value$33.0M (-$98.3K)
Filed 2026-11-06
Integrity Alliance, Llc.
INCREASED
Shares635,742 from 623,203
Change+12,539 (+2%)
Value$32.0M (+$656.8K)
Filed 2026-10-29
Flagship Harbor Advisors, LLC
DECREASED
Shares625,438 from 646,040
Change-20,602 (-3%)
Value$31.5M (-$1.0M)
Filed 2026-10-26
Matrix Trust Co
INCREASED
Shares599,859 from 556,808
Change+43,051 (+8%)
Value$30.2K (+$2.2K)
Filed 2026-10-07
Stonebridge Wealth Management, LLC
INCREASED
Shares543,194 from 482,720
Change+60,474 (+13%)
Value$27.4M (+$3.1M)
Filed 2026-10-09
Banco Santander, S.A.
INCREASED
Shares536,348 from 82,830
Change+453,518 (+548%)
Value$27.0M (+$22.9M)
Filed 2026-11-10
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares523,152 from 302,889
Change+220,263 (+73%)
Value$26.4M (+$11.1M)
Filed 2026-10-13
Farther Finance Advisors, LLC
DECREASED
Shares494,091 from 655,948
Change-161,857 (-25%)
Value$24.9M (-$8.1M)
Filed 2026-10-08
Wealthcare Advisory Partners LLC
INCREASED
Shares488,500 from 359,365
Change+129,135 (+36%)
Value$24.6M (+$6.5M)
Filed 2026-10-21
Prime Capital Investment Advisors, LLC
INCREASED
Shares484,814 from 192,766
Change+292,048 (+152%)
Value$24.4M (+$14.7M)
Filed 2026-10-20
Uptick Partners, LLC
DECREASED
Shares479,148 from 510,939
Change-31,791 (-6%)
Value$24.1M (-$1.6M)
Filed 2026-11-04
Bonfire Financial
INCREASED
Shares468,655 from 438,875
Change+29,780 (+7%)
Value$23.6M (+$1.5M)
Filed 2026-11-06
Warner Group LLC
INCREASED
Shares460,242 from 412,508
Change+47,734 (+12%)
Value$23.2M (+$2.4M)
Filed 2026-11-09
New Perspectives, Inc
INCREASED
Shares447,656 from 438,385
Change+9,271 (+2%)
Value$22.6M (+$484.7K)
Filed 2026-10-14
United Asset Strategies, Inc.
DECREASED
Shares419,157 from 491,959
Change-72,802 (-15%)
Value$21.1M (-$3.6M)
Filed 2026-10-28
Team Financial Group, LLC
INCREASED
Shares418,148 from 386,358
Change+31,790 (+8%)
Value$21.1M (+$1.6M)
Filed 2026-10-30
Broussard Financial Group LLC
INCREASED
Shares412,608 from 354,696
Change+57,912 (+16%)
Value$20.8M (+$2.9M)
Filed 2026-10-26
Stonebridge Financial Group, LLC
DECREASED
Shares407,606 from 453,821
Change-46,215 (-10%)
Value$20.5M (-$2.3M)
Filed 2026-10-01
Uhlmann Price Securities, LLC
DECREASED
Shares396,536 from 415,230
Change-18,694 (-4%)
Value$19.9M (-$992.9K)
Filed 2026-11-03
Headland Capital, LLC
INCREASED
Shares362,683 from 307,821
Change+54,862 (+18%)
Value$18.3M (+$2.8M)
Filed 2026-11-06
Christian Investment Advisors, Inc.
INCREASED
Shares344,982 from 236,126
Change+108,856 (+46%)
Value$17.4M (+$5.5M)
Filed 2026-11-03
Envision Financial LLC
INCREASED
Shares342,999 from 317,105
Change+25,894 (+8%)
Value$17.3M (+$1.3M)
Filed 2026-10-15
SFM, LLC d/b/a Sweeney Financial Advisors
INCREASED
Shares336,400 from 320,992
Change+15,408 (+5%)
Value$17.0M (+$789.3K)
Filed 2026-10-14
Mueller Wealth, LLC
INCREASED
Shares335,758 from 307,442
Change+28,316 (+9%)
Value$16.9M (+$1.4M)
Filed 2026-11-05
D.A. Davidson & Co.
INCREASED
Shares334,223 from 127,416
Change+206,807 (+162%)
Value$16.8M (+$10.4M)
Filed 2026-10-28
Melone Private Wealth, LLC
DECREASED
Shares328,167 from 332,125
Change-3,958 (-1%)
Value$16.5M (-$186.1K)
Filed 2026-10-16
Merit Financial Group, LLC
DECREASED
Shares326,923 from 537,614
Change-210,691 (-39%)
Value$16.5M (-$10.6M)
Filed 2026-11-06
Concurrent Investment Advisors, LLC
DECREASED
Shares319,971 from 388,536
Change-68,565 (-18%)
Value$16.1M (-$3.4M)
Filed 2026-10-16
Assetmark, Inc
DECREASED
Shares318,950 from 589,017
Change-270,067 (-46%)
Value$16.1M (-$13.6M)
Filed 2026-10-21
Etesian Wealth Advisors, Inc.
DECREASED
Shares317,636 from 319,338
Change-1,702 (-1%)
Value$16.0M (-$73.0K)
Filed 2026-10-27
Leibman Financial Services, Inc.
DECREASED
Shares316,752 from 394,250
Change-77,498 (-20%)
Value$16.0M (-$3.9M)
Filed 2026-10-13
Highland Investment Advisors LLC
INCREASED
Shares312,628 from 204,983
Change+107,645 (+53%)
Value$15.8M (+$5.4M)
Filed 2026-11-09
Grey Ledge Advisors, LLC
INCREASED
Shares303,063 from 272,035
Change+31,028 (+11%)
Value$15.3M (+$1.6M)
Filed 2026-11-02
Regimen Wealth, LLC
INCREASED
Shares301,194 from 300,141
Change+1,053 (+0%)
Value$15.2M (+$64.4K)
Filed 2026-11-09
Intrua Financial, LLC
INCREASED
Shares299,437 from 260,405
Change+39,032 (+15%)
Value$15.1M (+$2.0M)
Filed 2026-10-28
Sharper & Granite LLC
DECREASED
Shares294,645 from 423,807
Change-129,162 (-30%)
Value$14.8M (-$6.5M)
Filed 2026-11-02
Citizens Financial Group Inc
DECREASED
Shares292,713 from 329,801
Change-37,088 (-11%)
Value$14.7M (-$1.9M)
Filed 2026-10-23
Procyon Advisors, LLC
INCREASED
Shares284,581 from 277,839
Change+6,742 (+2%)
Value$14.3M (+$350.8K)
Filed 2026-10-21
Axxcess Wealth Management, LLC
INCREASED
Shares281,492 from 260,635
Change+20,857 (+8%)
Value$14.2M (+$1.1M)
Filed 2026-10-21
Wealthfront Advisers LLC
INCREASED
Shares272,637 from 137,104
Change+135,533 (+99%)
Value$13.7M (+$6.8M)
Filed 2026-11-09
Moulton Wealth Management, Inc
INCREASED
Shares270,200 from 268,033
Change+2,167 (+1%)
Value$13.6M (+$114.6K)
Filed 2026-10-13
Mosley Wealth Management
INCREASED
Shares267,672 from 248,652
Change+19,020 (+8%)
Value$13.5M (+$992.5K)
Filed 2026-10-16
True North Advisors, LLC
NEW
Shares260,581
Change+260,581
Value$13.1M
Filed 2026-10-22
Lauer Wealth, LLC
DECREASED
Shares259,983 from 260,823
Change-840 (0%)
Value$13.1M (-$45.0K)
Filed 2026-10-13
Cassia Capital Partners, LLC
DECREASED
Shares258,759 from 269,160
Change-10,401 (-4%)
Value$13.0M (-$513.3K)
Filed 2026-11-04
Blueprint Investment Partners LLC
NEW
Shares257,336
Change+257,336
Value$13.0M
Filed 2026-10-28
Financial Security Advisor, Inc.
DECREASED
Shares255,534 from 295,633
Change-40,099 (-14%)
Value$12.9M (-$2.0M)
Filed 2026-11-03
Private Advisory Group LLC
NEW
Shares249,237
Change+249,237
Value$12.6M
Filed 2026-11-06
HUB Investment Partners, LLC
DECREASED
Shares247,651 from 253,201
Change-5,550 (-2%)
Value$12.5M (-$269.5K)
Filed 2026-11-03
HighPoint Advisor Group LLC
INCREASED
Shares246,994 from 238,095
Change+8,899 (+4%)
Value$12.4M (+$457.9K)
Filed 2026-11-09
Warren Street Wealth Advisors, LLC
INCREASED
Shares245,092 from 127,733
Change+117,359 (+92%)
Value$12.4M (+$5.9M)
Filed 2026-11-04
BFI Wealth Solutions, LLC
DECREASED
Shares244,868 from 261,914
Change-17,046 (-7%)
Value$12.3M (-$848.1K)
Filed 2026-10-16
Castle Rock Wealth Management, LLC
INCREASED
Shares242,868 from 226,840
Change+16,028 (+7%)
Value$12.2M (+$819.3K)
Filed 2026-10-09
Capital Investment Advisory Services, LLC
INCREASED
Shares242,856 from 127,931
Change+114,925 (+90%)
Value$12.2M (+$5.8M)
Filed 2026-10-30
Acorn Creek Capital LLC
INCREASED
Shares242,184 from 224,588
Change+17,596 (+8%)
Value$12.2M (+$895.6K)
Filed 2026-11-05
Tectonic Advisors LLC
INCREASED
Shares234,279 from 216,472
Change+17,807 (+8%)
Value$11.8M (+$906.0K)
Filed 2026-10-22
Arta Finance Wealth Management LLC
DECREASED
Shares232,281 from 292,338
Change-60,057 (-21%)
Value$11.7M (-$3.0M)
Filed 2026-10-28
Rare Wolf Capital LLC
INCREASED
Shares227,492 from 208,200
Change+19,292 (+9%)
Value$11.5M (+$980.5K)
Filed 2026-10-20
Howard Capital Management, LLC
DECREASED
Shares226,765 from 2,083,671
Change-1,856,906 (-89%)
Value$11.4M (-$5.4M)
Filed 2026-10-16
Columbia Advisory Partners LLC
INCREASED
Shares224,253 from 41,392
Change+182,861 (+442%)
Value$11.3M (+$9.2M)
Filed 2026-10-15
Nvwm, LLC
INCREASED
Shares221,433 from 176,553
Change+44,880 (+25%)
Value$11.2M (+$2.3M)
Filed 2026-10-14
Capital Management Corp
INCREASED
Shares216,906 from 207,415
Change+9,491 (+5%)
Value$10.9M (+$486.5K)
Filed 2026-10-29
Milestone Investment Advisors LLC
INCREASED
Shares214,663 from 208,786
Change+5,877 (+3%)
Value$10.8M (+$304.5K)
Filed 2026-11-05
Compass Financial Management LLC
INCREASED
Shares214,222 from 172,864
Change+41,358 (+24%)
Value$10.8M (+$2.1M)
Filed 2026-10-30
Ascentis Independent Advisors
NEW
Shares211,775
Change+211,775
Value$10.7M
Filed 2026-11-03
Belpointe Asset Management LLC
INCREASED
Shares206,677 from 165,361
Change+41,316 (+25%)
Value$10.4M (+$2.1M)
Filed 2026-11-09
IFG Advisory, LLC
INCREASED
Shares200,339 from 194,182
Change+6,157 (+3%)
Value$10.1M (+$318.0K)
Filed 2026-11-09
Valen Private Capital, LLC
NEW
Shares198,846
Change+198,846
Value$10.0M
Filed 2026-10-23
Ares Financial Consulting, LLC
INCREASED
Shares198,741 from 148,386
Change+50,355 (+34%)
Value$10.0M (+$2.5M)
Filed 2026-10-19
Reyes Financial Architecture, Inc.
DECREASED
Shares195,997 from 217,410
Change-21,413 (-10%)
Value$9.9M (-$1.1M)
Filed 2026-10-22
Guided Capital Wealth Management, LLC
INCREASED
Shares194,222 from 173,942
Change+20,280 (+12%)
Value$9.8M (+$1.0M)
Filed 2026-10-21
Great Valley Advisor Group, Inc.
INCREASED
Shares190,169 from 20,055
Change+170,114 (+848%)
Value$9.6M (+$8.6M)
Filed 2026-11-09
Citigroup Inc
INCREASED
Shares188,380 from 111,532
Change+76,848 (+69%)
Value$9.5M (+$3.9M)
Filed 2026-11-04
Reality Financial Planning Services, LLC
INCREASED
Shares181,814 from 161,387
Change+20,427 (+13%)
Value$9.2M (+$1.0M)
Filed 2026-11-03
Allen Capital Group, LLC
DECREASED
Shares181,679 from 184,328
Change-2,649 (-1%)
Value$9.2M (-$126.1K)
Filed 2026-10-27
Value Investment Professionals, LLC
DECREASED
Shares174,592 from 222,193
Change-47,601 (-21%)
Value$8.8M (-$2.4M)
Filed 2026-10-13
Norden Group LLC
NEW
Shares171,245
Change+171,245
Value$8.6M
Filed 2026-10-20
Invenio Wealth Partners LLC
INCREASED
Shares170,547 from 146,638
Change+23,909 (+16%)
Value$8.6M (+$1.2M)
Filed 2026-10-20
Stonekeep Investments, LLC
DECREASED
Shares167,523 from 244,549
Change-77,026 (-31%)
Value$8.4M (+$8.4M)
Filed 2026-10-15
Laurel Wealth Advisors LLC
INCREASED
Shares165,865 from 151,876
Change+13,989 (+9%)
Value$8.4M (+$711.0K)
Filed 2026-10-27
Parallel Advisors, LLC
INCREASED
Shares160,976 from 44
Change+160,932 (+365755%)
Value$8.1M (+$8.1M)
Filed 2026-11-03
Founders Financial Securities LLC
DECREASED
Shares158,011 from 164,688
Change-6,677 (-4%)
Value$8.0M (-$329.9K)
Filed 2026-10-28
AlTi Global, Inc.
DECREASED
Shares154,182 from 165,095
Change-10,913 (-7%)
Value$7.8M (-$543.3K)
Filed 2026-11-09
Fortune Financial Group, Inc.
INCREASED
Shares150,096 from 144,774
Change+5,322 (+4%)
Value$7.6M (+$274.0K)
Filed 2026-10-22
Client First Capital LLC
DECREASED
Shares149,298 from 458,302
Change-309,004 (-67%)
Value$7.5M (-$15.6M)
Filed 2026-10-22
GreatBanc Trust Co
INCREASED
Shares144,901 from 125,351
Change+19,550 (+16%)
Value$7.3M (+$990.1K)
Filed 2026-11-04
Haven Private, LLC
DECREASED
Shares143,063 from 509,989
Change-366,926 (-72%)
Value$7.2M (-$18.5M)
Filed 2026-10-27
Elmwood Wealth Management, Inc.
INCREASED
Shares138,676 from 114,744
Change+23,932 (+21%)
Value$7.0M (+$1.2M)
Filed 2026-10-14
Family Legacy Financial Solutions, LLC
DECREASED
Shares138,051 from 151,682
Change-13,631 (-9%)
Value$7.0M (-$680.8K)
Filed 2026-10-07
Silver OAK Securities, Incorporated
INCREASED
Shares137,756 from 101,656
Change+36,100 (+36%)
Value$6.9M (+$1.8M)
Filed 2026-11-09
Cabot Wealth Management Inc
INCREASED
Shares135,387 from 129,848
Change+5,539 (+4%)
Value$6.8M (+$284.3K)
Filed 2026-11-05
Yoder Wealth Management, Inc.
INCREASED
Shares135,264 from 132,652
Change+2,612 (+2%)
Value$6.8M (+$136.9K)
Filed 2026-10-13
Centennial Bank
INCREASED
Shares134,273 from 88,816
Change+45,457 (+51%)
Value$6.8M (+$2.3M)
Filed 2026-11-09
Blueprint Financial Advisors LLC
NEW
Shares131,651
Change+131,651
Value$6.6M
Filed 2026-10-28
Kingswood Wealth Advisors, LLC
INCREASED
Shares130,857 from 49,791
Change+81,066 (+163%)
Value$6.6M (+$4.1M)
Filed 2026-10-23
Anderson Hoagland & Co
DECREASED
Shares129,700 from 163,902
Change-34,202 (-21%)
Value$6.6M (-$1.7M)
Filed 2026-10-23
Wealthcare Capital Management LLC
DECREASED
Shares128,439 from 153,027
Change-24,588 (-16%)
Value$6.5M (-$1.2M)
Filed 2026-10-21
Spectrum Planning & Advisory Services Inc.
NEW
Shares127,981
Change+127,981
Value$6.4M
Filed 2026-11-05
Pinnacle Associates LTD
INCREASED
Shares124,668 from 78,103
Change+46,565 (+60%)
Value$6.3M (+$2.3M)
Filed 2026-10-20
Portside Wealth Group, LLC
INCREASED
Shares123,593 from 4,958
Change+118,635 (+2393%)
Value$6.2M (+$6.0M)
Filed 2026-10-20
Landaas & Co
INCREASED
Shares122,784 from 41,175
Change+81,609 (+198%)
Value$6.2M (+$4.1M)
Filed 2026-10-29
Global Assets Advisory, LLC
INCREASED
Shares122,195 from 120,604
Change+1,591 (+1%)
Value$6.2M (+$86.2K)
Filed 2026-10-28
Hobart Private Capital, LLC
INCREASED
Shares120,705 from 113,483
Change+7,222 (+6%)
Value$6.1M (+$368.5K)
Filed 2026-10-19
Town Capital LLC
DECREASED
Shares119,584 from 130,565
Change-10,981 (-8%)
Value$6.0M (-$548.1K)
Filed 2026-11-03
SAX Wealth Advisors, LLC
INCREASED
Shares117,334 from 26,565
Change+90,769 (+342%)
Value$5.9M (+$4.6M)
Filed 2026-10-13
Total Clarity Wealth Management, Inc.
DECREASED
Shares112,101 from 125,465
Change-13,364 (-11%)
Value$5.6M (-$668.4K)
Filed 2026-10-26
Friedenthal Financial
INCREASED
Shares111,657 from 23,482
Change+88,175 (+376%)
Value$5.6M (+$4.4M)
Filed 2026-10-27
Exchange Traded Concepts, LLC
INCREASED
Shares106,961 from 100,601
Change+6,360 (+6%)
Value$5.4M (+$324.5K)
Filed 2026-10-28
Leo Wealth, LLC
NEW
Shares106,954
Change+106,954
Value$5.4M
Filed 2026-10-26
Ashton Thomas Securities, LLC
INCREASED
Shares102,615 from 101,960
Change+655 (+1%)
Value$5.2M (+$28.5K)
Filed 2026-10-26
Cypress Capital, LLC
DECREASED
Shares101,148 from 110,661
Change-9,513 (-9%)
Value$5.1M (-$474.9K)
Filed 2026-10-20
Convergence Financial, LLC
INCREASED
Shares99,451 from 12,933
Change+86,518 (+669%)
Value$5.0M (+$4.4M)
Filed 2026-10-27
Independent Wealth Advisors LLC
DECREASED
Shares99,293 from 102,783
Change-3,490 (-3%)
Value$5.0M (-$171.8K)
Filed 2026-10-27
Western Wealth Management, LLC
INCREASED
Shares97,719 from 97,129
Change+590 (+1%)
Value$4.9M (+$33.6K)
Filed 2026-11-09
Goldenstone Wealth Management LLC
DECREASED
Shares94,061 from 146,939
Change-52,878 (-36%)
Value$4.7M (-$2.7M)
Filed 2026-11-04
Optima Capital LLC
INCREASED
Shares93,616 from 61,432
Change+32,184 (+52%)
Value$4.7M (+$1.6M)
Filed 2026-10-29
StoneX Group Inc.
INCREASED
Shares93,391 from 88,800
Change+4,591 (+5%)
Value$4.7M (+$234.9K)
Filed 2026-11-03
Pinnacle Wealth Management Advisory Group, LLC
INCREASED
Shares89,121 from 49,194
Change+39,927 (+81%)
Value$4.5M (+$2.0M)
Filed 2026-10-23
TrustWell Financial Advisors, LLC
INCREASED
Shares88,228 from 82,364
Change+5,864 (+7%)
Value$4.4M (+$298.8K)
Filed 2026-10-15
MGO One Seven LLC
DECREASED
Shares87,762 from 92,447
Change-4,685 (-5%)
Value$4.4M (-$232.4K)
Filed 2026-10-28
Conservest Capital Advisors, Inc.
DECREASED
Shares86,184 from 88,897
Change-2,713 (-3%)
Value$4.3M (-$133.1K)
Filed 2026-11-09
Andina Capital Management, LLC
DECREASED
Shares80,966 from 96,975
Change-16,009 (-17%)
Value$4.1M (-$802.8K)
Filed 2026-10-21
Woodard & Co Asset Management Group Inc
DECREASED
Shares79,892 from 87,482
Change-7,590 (-9%)
Value$4.0M (-$378.9K)
Filed 2026-11-03
Mattern Capital Management, LLC
INCREASED
Shares76,338 from 72,483
Change+3,855 (+5%)
Value$3.8M (+$197.2K)
Filed 2026-11-02
IFP Advisors, Inc
INCREASED
Shares76,139 from 68,117
Change+8,022 (+12%)
Value$3.8M (+$407.0K)
Filed 2026-10-16
Rose Capital Advisors LLC
NEW
Shares76,083
Change+76,083
Value$3.8M
Filed 2026-11-04
Vise Technologies, Inc.
INCREASED
Shares76,030 from 41,576
Change+34,454 (+83%)
Value$3.8M (+$1.7M)
Filed 2026-10-29
Golden State Wealth Management, LLC
DECREASED
Shares75,140 from 79,896
Change-4,756 (-6%)
Value$3.8M (-$236.5K)
Filed 2026-11-02
Truist Financial Corp
INCREASED
Shares74,858 from 63,387
Change+11,471 (+18%)
Value$3.8M (+$580.6K)
Filed 2026-10-30
Creative Planning
DECREASED
Shares74,521 from 85,187
Change-10,666 (-13%)
Value$3.8M (-$534.1K)
Filed 2026-11-02
Curran Financial Partners, LLC
DECREASED
Shares73,289 from 79,645
Change-6,356 (-8%)
Value$3.7M (-$317.1K)
Filed 2026-11-04
EverSource Wealth Advisors, LLC
INCREASED
Shares73,161 from 27,257
Change+45,904 (+168%)
Value$3.7M (+$2.3M)
Filed 2026-11-04
Transcendent Capital Group LLC
INCREASED
Shares72,592 from 39,800
Change+32,792 (+82%)
Value$3.7M (+$1.7M)
Filed 2026-10-28
Geneos Wealth Management Inc.
DECREASED
Shares72,406 from 75,824
Change-3,418 (-5%)
Value$3.6M (-$169.2K)
Filed 2026-11-09
Beacon Financial Group
DECREASED
Shares72,222 from 72,489
Change-267 (0%)
Value$3.6M (-$10.6K)
Filed 2026-10-19
Novem Group
DECREASED
Shares70,590 from 73,091
Change-2,501 (-3%)
Value$3.6M (-$123.1K)
Filed 2026-10-19
Avidian Wealth Enterprises, LLC
DECREASED
Shares69,466 from 70,407
Change-941 (-1%)
Value$3.5M (-$44.6K)
Filed 2026-10-08
M Wealth Management, LLC
DECREASED
Shares68,716 from 76,432
Change-7,716 (-10%)
Value$3.5M (-$385.8K)
Filed 2026-10-14
Focus Financial Network, Inc.
DECREASED
Shares68,124 from 74,197
Change-6,073 (-8%)
Value$3.4M (-$303.0K)
Filed 2026-10-14
First Financial Group Corp
DECREASED
Shares67,615 from 79,056
Change-11,441 (-14%)
Value$3.4M (-$573.3K)
Filed 2026-10-22
Certior Financial Group, LLC
NEW
Shares66,565
Change+66,565
Value$3.4M
Filed 2026-10-19
Allworth Financial LP
INCREASED
Shares65,053 from 64,996
Change+57 (+0%)
Value$3.3M (+$2.9K)
Filed 2026-11-06
Charis Legacy Partners, LLC
DECREASED
Shares64,283 from 69,740
Change-5,457 (-8%)
Value$3.2M (-$272.2K)
Filed 2026-10-22
Spartan Planning & Wealth Management
NEW
Shares64,189
Change+64,189
Value$3.2M
Filed 2026-10-13
Fifth Third Bancorp
INCREASED
Shares60,902 from 47,162
Change+13,740 (+29%)
Value$3.1M (+$694.2K)
Filed 2026-11-05
Dhjj Financial Advisors, Ltd.
INCREASED
Shares60,288 from 56,871
Change+3,417 (+6%)
Value$3.0M (+$174.5K)
Filed 2026-10-23
Crestwood Advisors Group, LLC
DECREASED
Shares59,292 from 63,576
Change-4,284 (-7%)
Value$3.0M (-$213.3K)
Filed 2026-10-27
GatePass Capital, LLC
DECREASED
Shares57,200 from 63,200
Change-6,000 (-9%)
Value$2.9M (-$299.8K)
Filed 2026-11-09
Advisor OS, LLC
NEW
Shares54,173
Change+54,173
Value$2.7M
Filed 2026-11-03
PFG Advisors
INCREASED
Shares53,736 from 51,359
Change+2,377 (+5%)
Value$2.7M (+$121.8K)
Filed 2026-10-16
Portland Financial Advisors Inc
INCREASED
Shares53,663 from 50,966
Change+2,697 (+5%)
Value$2.7M (+$137.9K)
Filed 2026-10-26
Alliance Wealth Advisors, LLC
NEW
Shares53,088
Change+53,088
Value$2.7M
Filed 2026-10-28
Alpha Zero LLC
DECREASED
Shares52,723 from 55,165
Change-2,442 (-4%)
Value$2.7M (-$125.8K)
Filed 2026-11-06
Garrison Bradford & Associates Inc
DECREASED
Shares52,495 from 67,425
Change-14,930 (-22%)
Value$2.6M (-$749.6K)
Filed 2026-10-27
Fortis Group Advisors, LLC
INCREASED
Shares51,101 from 48,319
Change+2,782 (+6%)
Value$2.6M (+$142.6K)
Filed 2026-11-06
Private Trust Co NA
INCREASED
Shares50,495 from 30,577
Change+19,918 (+65%)
Value$2.5M (+$1.0M)
Filed 2026-10-20
F&V Capital Management, LLC
DECREASED
Shares50,408 from 82,361
Change-31,953 (-39%)
Value$2.5K (-$4.1M)
Filed 2026-10-19
Aspetuck Financial Management LLC
INCREASED
Shares50,312 from 45,255
Change+5,057 (+11%)
Value$2.5M (+$256.6K)
Filed 2026-11-04
Middleton & Co Inc
INCREASED
Shares50,083 from 39,333
Change+10,750 (+27%)
Value$2.5M (+$543.3K)
Filed 2026-10-23
Sowell Financial Services LLC
INCREASED
Shares49,002 from 46,693
Change+2,309 (+5%)
Value$2.5M (+$118.2K)
Filed 2026-10-23
Clear Point Advisors Inc.
INCREASED
Shares48,872 from 33,597
Change+15,275 (+45%)
Value$2.5M (+$771.0K)
Filed 2026-10-30
Fermata Advisors, LLC
DECREASED
Shares48,528 from 50,944
Change-2,416 (-5%)
Value$2.4M (-$119.7K)
Filed 2026-10-13
RFG Advisory, LLC
INCREASED
Shares48,303 from 43,662
Change+4,641 (+11%)
Value$2.4M (+$235.6K)
Filed 2026-11-03
Legacy Wealth Asset Management, LLC
INCREASED
Shares47,996 from 42,252
Change+5,744 (+14%)
Value$2.4M (+$291.1K)
Filed 2026-10-09
Nemes Rush Group LLC
DECREASED
Shares47,917 from 49,304
Change-1,387 (-3%)
Value$2.4M (-$67.9K)
Filed 2026-11-04
Mather Group, Llc.
INCREASED
Shares47,209 from 40,078
Change+7,131 (+18%)
Value$2.4M (+$361.0K)
Filed 2026-10-14
Independent Financial Group, LLC
DECREASED
Shares46,580 from 54,985
Change-8,405 (-15%)
Value$2.3M (-$421.3K)
Filed 2026-10-13
Tucker Asset Management LLC
INCREASED
Shares45,323 from 43,283
Change+2,040 (+5%)
Value$2.3M (+$104.5K)
Filed 2026-10-29
Sankala Group LLC
DECREASED
Shares44,711 from 50,339
Change-5,628 (-11%)
Value$2.3M (-$287.5K)
Filed 2026-11-09
Peck Wealth Management, LLC
DECREASED
Shares44,589 from 90,481
Change-45,892 (-51%)
Value$2.2M (-$2.3M)
Filed 2026-10-29
Granite Islands Private Wealth, LLC
INCREASED
Shares44,431 from 39,523
Change+4,908 (+12%)
Value$2.2M (+$248.9K)
Filed 2026-10-16
Impact Capital Partners LLC
INCREASED
Shares43,911 from 43,906
Change+5 (+0%)
Value$2.2M (+$2.0K)
Filed 2026-10-22
Cypress Capital Group
INCREASED
Shares42,905 from 37,705
Change+5,200 (+14%)
Value$2.2M (+$263.5K)
Filed 2026-11-03
Park Avenue Securities LLC
INCREASED
Shares42,509 from 40,379
Change+2,130 (+5%)
Value$2.1K (-$2.0M)
Filed 2026-10-26
Kane Co Wealth Management, Inc.
DECREASED
Shares42,321 from 44,972
Change-2,651 (-6%)
Value$2.1M (-$131.8K)
Filed 2026-11-04
Peak Financial Management, Inc.
NEW
Shares41,900
Change+41,900
Value$2.1M
Filed 2026-10-16
Compass Financial Services Inc
DECREASED
Shares41,413 from 51,327
Change-9,914 (-19%)
Value$2.1M (-$497.5K)
Filed 2026-11-06
Atria Investments, Inc
INCREASED
Shares40,600 from 40,286
Change+314 (+1%)
Value$2.0M (+$17.4K)
Filed 2026-10-15
Bernardo Wealth Planning LLC
INCREASED
Shares39,822 from 20,856
Change+18,966 (+91%)
Value$2.0M (+$956.6K)
Filed 2026-10-23
First Heartland Consultants, Inc.
INCREASED
Shares38,279 from 30,944
Change+7,335 (+24%)
Value$1.9M (+$370.8K)
Filed 2026-10-08
Eagle Strategies LLC
INCREASED
Shares37,992 from 35,541
Change+2,451 (+7%)
Value$1.9M (+$125.0K)
Filed 2026-10-16
IFS Advisors, LLC
INCREASED
Shares37,013 from 36,381
Change+632 (+2%)
Value$1.9M (+$33.3K)
Filed 2026-10-14
HF Advisory Group, LLC
INCREASED
Shares36,144 from 33,560
Change+2,584 (+8%)
Value$1.8M (+$131.6K)
Filed 2026-10-09
R2 Capital Strategies, LLC
INCREASED
Shares35,409 from 29,540
Change+5,869 (+20%)
Value$1.8M (+$296.9K)
Filed 2026-10-15
Integrated Advisors Network LLC
INCREASED
Shares33,400 from 30,401
Change+2,999 (+10%)
Value$1.7M (+$152.4K)
Filed 2026-10-20
Parisi Gray Wealth Management
DECREASED
Shares33,102 from 329,772
Change-296,670 (-90%)
Value$16.8M (+$181.0K)
Filed 2026-10-16
Northstar Group, Inc.
NEW
Shares32,595
Change+32,595
Value$1.6M
Filed 2026-11-10
Guidance Capital, Inc
INCREASED
Shares32,464 from 32,019
Change+445 (+1%)
Value$1.6M (+$21.8K)
Filed 2026-11-03
Partners Wealth Management, LLC
NEW
Shares32,315
Change+32,315
Value$1.6M
Filed 2026-10-28
Activest Wealth Management
INCREASED
Shares31,790 from 26,028
Change+5,762 (+22%)
Value$1.6M (+$291.4K)
Filed 2026-10-15
G&S Capital LLC
DECREASED
Shares31,579 from 73,729
Change-42,150 (-57%)
Value$1.6M (-$2.1M)
Filed 2026-10-23
Bdfs Capital LLC
DECREASED
Shares31,544 from 32,327
Change-783 (-2%)
Value$1.6M (-$38.2K)
Filed 2026-10-14
Caldwell Sutter Capital, Inc.
INCREASED
Shares31,060 from 26,526
Change+4,534 (+17%)
Value$1.6M (+$229.5K)
Filed 2026-11-09
Ashton Thomas Private Wealth, LLC
INCREASED
Shares31,019 from 16,211
Change+14,808 (+91%)
Value$1.6M (+$746.8K)
Filed 2026-11-03
Cynosure Group, LLC
NEW
Shares29,865
Change+29,865
Value$1.5M
Filed 2026-11-03
Defined Wealth Management, LLC
INCREASED
Shares29,389 from 29,185
Change+204 (+1%)
Value$1.5M (+$11.5K)
Filed 2026-10-19
Vericrest Private Wealth
INCREASED
Shares29,217 from 27,406
Change+1,811 (+7%)
Value$1.5M (+$92.4K)
Filed 2026-10-21
Northern Financial Advisors Inc
INCREASED
Shares29,037 from 12,437
Change+16,600 (+133%)
Value$1.5M (+$837.0K)
Filed 2026-10-29
FSA Wealth Partners, Inc.
INCREASED
Shares29,032 from 28,869
Change+163 (+1%)
Value$1.5M (+$9.4K)
Filed 2026-10-26
Oasis Advisors, LLC
NEW
Shares28,733
Change+28,733
Value$1.4M
Filed 2026-10-16
Integrated Capital Management, Inc.
DECREASED
Shares28,481 from 34,001
Change-5,520 (-16%)
Value$1.4M (-$276.8K)
Filed 2026-10-09
Flynn Zito Capital Management, LLC
INCREASED
Shares28,454 from 27,502
Change+952 (+3%)
Value$1.4M (+$49.1K)
Filed 2026-11-04
Avaii Wealth Management, LLC
INCREASED
Shares28,448 from 27,928
Change+520 (+2%)
Value$1.4M (+$27.6K)
Filed 2026-10-09
Herold Advisors, Inc.
DECREASED
Shares28,098 from 29,446
Change-1,348 (-5%)
Value$1.4M (-$67.2K)
Filed 2026-10-19
Choreo, LLC
INCREASED
Shares28,098 from 28,007
Change+91 (+0%)
Value$1.4M (+$5.7K)
Filed 2026-10-28
Comprehensive Financial Consultants Institutional, Inc.
INCREASED
Shares27,459 from 27,268
Change+191 (+1%)
Value$1.4M (+$10.7K)
Filed 2026-10-15
Lanark Financial, Inc.
INCREASED
Shares27,431 from 25,995
Change+1,436 (+6%)
Value$1.4M (+$73.4K)
Filed 2026-10-26
Brookstone Capital Management
INCREASED
Shares27,359 from 24,491
Change+2,868 (+12%)
Value$1.4M (+$145.5K)
Filed 2026-10-22
Strategic Blueprint, LLC
INCREASED
Shares27,296 from 27,140
Change+156 (+1%)
Value$1.4M (+$8.9K)
Filed 2026-10-22
XY Planning Network, Inc.
INCREASED
Shares26,630 from 23,617
Change+3,013 (+13%)
Value$1.3M (+$152.8K)
Filed 2026-10-14
Compound Planning, Inc.
DECREASED
Shares26,475 from 27,664
Change-1,189 (-4%)
Value$1.3M (-$58.8K)
Filed 2026-11-09
Integrity Wealth Advisors, Inc.
NEW
Shares26,350
Change+26,350
Value$1.3M
Filed 2026-10-29
Vicus Capital
INCREASED
Shares26,030 from 22,850
Change+3,180 (+14%)
Value$1.3M (+$161.1K)
Filed 2026-11-05
Advisory Solutions Group, LLC
INCREASED
Shares25,847 from 24,323
Change+1,524 (+6%)
Value$1.3M (+$77.8K)
Filed 2026-10-14
Collaborative Wealth Managment Inc.
DECREASED
Shares25,312 from 31,399
Change-6,087 (-19%)
Value$1.3M (-$305.5K)
Filed 2026-11-06
Access Investment Management LLC
NEW
Shares24,921
Change+24,921
Value$1.3M
Filed 2026-10-23
B. Riley Wealth Advisors, Inc.
DECREASED
Shares24,799 from 25,160
Change-361 (-1%)
Value$1.2M (-$16.9K)
Filed 2026-10-13
Flagstar Securities, Inc
INCREASED
Shares24,697 from 18,165
Change+6,532 (+36%)
Value$1.2M (+$329.9K)
Filed 2026-10-15
Professional Financial Advisors, LLC
INCREASED
Shares24,562 from 10,511
Change+14,051 (+134%)
Value$1.2M (+$708.5K)
Filed 2026-10-13
Guardian Asset Advisors, LLC
INCREASED
Shares24,190 from 6,561
Change+17,629 (+269%)
Value$1.2M (+$888.4K)
Filed 2026-10-16
Signature Estate & Investment Advisors LLC
INCREASED
Shares24,164 from 24,152
Change+12 (+0%)
Value$1.2M (+$1.6K)
Filed 2026-10-13
Quartz Partners, LLC
DECREASED
Shares24,156 from 25,184
Change-1,028 (-4%)
Value$1.2M (-$50.8K)
Filed 2026-11-03
MKT Advisors LLC
DECREASED
Shares23,228 from 24,397
Change-1,169 (-5%)
Value$1.2M (-$58.2K)
Filed 2026-10-20
Cravens & Co Advisors, LLC
DECREASED
Shares22,803 from 23,278
Change-475 (-2%)
Value$1.1M (-$23.0K)
Filed 2026-10-16
VestGen Advisors, LLC
INCREASED
Shares22,749 from 15,592
Change+7,157 (+46%)
Value$1.1M (+$361.2K)
Filed 2026-10-27
Texas Capital Bank Wealth Management Services Inc
INCREASED
Shares22,215 from 22,005
Change+210 (+1%)
Value$1.1M (+$11.5K)
Filed 2026-11-09
Segment Wealth Management, LLC
DECREASED
Shares22,135 from 22,695
Change-560 (-2%)
Value$1.1M (-$27.3K)
Filed 2026-10-26
Watchman Group, Inc.
DECREASED
Shares21,435 from 23,339
Change-1,904 (-8%)
Value$1.1M (-$95.0K)
Filed 2026-10-16
Kickstand Ventures, Llc.
INCREASED
Shares21,109 from 18,368
Change+2,741 (+15%)
Value$1.1M (+$138.9K)
Filed 2026-11-09
Cambiar Investors LLC
UNCHANGED
Shares20,901 from 20,901
Change0 (0%)
Value$1.1M (+$836)
Filed 2026-11-04
Bouvel Investment Partners, LLC
NEW
Shares20,794
Change+20,794
Value$1.0M
Filed 2026-10-13
Nwam LLC
DECREASED
Shares20,466 from 20,624
Change-158 (-1%)
Value$1.0M (-$7.1K)
Filed 2026-11-09
W.H. Cornerstone Investments Inc.
INCREASED
Shares20,445 from 8,183
Change+12,262 (+150%)
Value$1.0M (+$618.2K)
Filed 2026-11-03
Wealth Advisory Solutions, LLC
NEW
Shares20,159
Change+20,159
Value$1.0M
Filed 2026-10-20
Marshall & Sterling Wealth Advisors Inc.
INCREASED
Shares20,041 from 40
Change+20,001 (+50003%)
Value$1.0M (+$1.0M)
Filed 2026-10-28
Turtle Creek Wealth Advisors, LLC
INCREASED
Shares19,760 from 18,014
Change+1,746 (+10%)
Value$995.7K (+$88.7K)
Filed 2026-10-15
Fortis Capital Advisors, LLC
INCREASED
Shares19,383 from 14,168
Change+5,215 (+37%)
Value$976.7K (+$263.4K)
Filed 2026-11-09
GFS Advisors, LLC
INCREASED
Shares19,133 from 15,240
Change+3,893 (+26%)
Value$964.0K (+$873.1K)
Filed 2026-11-03
Diversify Wealth Management, LLC
INCREASED
Shares19,105 from 11,068
Change+8,037 (+73%)
Value$964.4K (+$405.5K)
Filed 2026-10-20
Diversify Advisory Services, LLC
INCREASED
Shares19,105 from 11,068
Change+8,037 (+73%)
Value$964.4K (+$405.5K)
Filed 2026-10-20
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED
Shares19,060 from 10,661
Change+8,399 (+79%)
Value$960.4K (+$423.7K)
Filed 2026-10-14
Retireful, LLC
INCREASED
Shares19,032 from 17,568
Change+1,464 (+8%)
Value$959.0K (+$74.5K)
Filed 2026-10-09
Three Magnolias Financial Advisors, LLC
INCREASED
Shares18,968 from 14,261
Change+4,707 (+33%)
Value$955.8K (+$237.8K)
Filed 2026-10-14
North Forty Two & Co.
DECREASED
Shares18,900 from 23,040
Change-4,140 (-18%)
Value$952.4K (-$207.7K)
Filed 2026-10-19
Addison Advisors LLC
DECREASED
Shares18,822 from 19,548
Change-726 (-4%)
Value$948.4K (-$35.8K)
Filed 2026-11-06
Krilogy Financial LLC
DECREASED
Shares18,500 from 19,011
Change-511 (-3%)
Value$933.3K (-$23.9K)
Filed 2026-10-13
Sheets Smith Wealth Management
DECREASED
Shares18,231 from 20,696
Change-2,465 (-12%)
Value$918.7K (-$123.4K)
Filed 2026-10-16
Simplicity Wealth,LLC
INCREASED
Shares18,200 from 15,652
Change+2,548 (+16%)
Value$917.1K (+$129.0K)
Filed 2026-10-23
Asset One Wealth Management LLC
NEW
Shares17,823
Change+17,823
Value$898.1K
Filed 2026-11-02
Almanack Investment Partners, Llc.
DECREASED
Shares17,722 from 18,344
Change-622 (-3%)
Value$893.0K (-$30.6K)
Filed 2026-11-03
Financial Network Wealth Advisors LLC
NEW
Shares17,240
Change+17,240
Value$868.7K
Filed 2026-10-28
Onyx Bridge Wealth Group LLC
DECREASED
Shares17,123 from 31,603
Change-14,480 (-46%)
Value$862.8K (-$728.4K)
Filed 2026-10-16
Financial & Tax Architects, LLC
INCREASED
Shares17,079 from 11,338
Change+5,741 (+51%)
Value$860.6K (+$289.7K)
Filed 2026-10-15
Money Concepts Capital Corp
INCREASED
Shares17,042 from 14,993
Change+2,049 (+14%)
Value$858.7K (+$103.8K)
Filed 2026-11-06
Archer Investment Corp
INCREASED
Shares16,955 from 14,281
Change+2,674 (+19%)
Value$854.4K (+$135.3K)
Filed 2026-11-05
WT Wealth Management
DECREASED
Shares16,647 from 208,244
Change-191,597 (-92%)
Value$838.8K (-$9.6M)
Filed 2026-10-13
ARK & TLK Investments, LLC
DECREASED
Shares16,472 from 21,545
Change-5,073 (-24%)
Value$830.1K (-$254.7K)
Filed 2026-10-20
Patten Group, Inc.
NEW
Shares16,410
Change+16,410
Value$826.9K
Filed 2026-10-26
Apollon Wealth Management, LLC
DECREASED
Shares16,273 from 17,711
Change-1,438 (-8%)
Value$820.0K (-$71.8K)
Filed 2026-10-23
Moors & Cabot, Inc.
DECREASED
Shares16,201 from 17,149
Change-948 (-6%)
Value$816.4K (-$47.1K)
Filed 2026-11-06
Wedbush Securities Inc
DECREASED
Shares16,041 from 18,788
Change-2,747 (-15%)
Value$808 (-$945.2K)
Filed 2026-10-22
Euro Pacific Asset Management, LLC
DECREASED
Shares16,000 from 30,471
Change-14,471 (-47%)
Value$806.2K (-$727.8K)
Filed 2026-11-03
Sovran Advisors, LLC
INCREASED
Shares15,964 from 10,231
Change+5,733 (+56%)
Value$804.4K (+$289.2K)
Filed 2026-11-02
J.W. Cole Advisors, Inc.
INCREASED
Shares15,731 from 11,747
Change+3,984 (+34%)
Value$792.7K (+$201.2K)
Filed 2026-11-05
Robinson Smith Wealth Advisors LLC
INCREASED
Shares15,695 from 14,409
Change+1,286 (+9%)
Value$790.9K (+$65.4K)
Filed 2026-10-22
Opus Financial Solutions LLC
INCREASED
Shares15,448 from 15,000
Change+448 (+3%)
Value$778.4K (+$23.2K)
Filed 2026-11-06
First Premier Bank
INCREASED
Shares15,079 from 14,368
Change+711 (+5%)
Value$760 (+$37)
Filed 2026-10-13
Avior Wealth Management, LLC
INCREASED
Shares14,778 from 14,748
Change+30 (+0%)
Value$744.6K (+$2.1K)
Filed 2026-10-13
Signal Advisors Wealth, LLC
INCREASED
Shares14,697 from 11,658
Change+3,039 (+26%)
Value$740.6K (+$153.6K)
Filed 2026-10-13
Gibbs Wealth Management
NEW
Shares14,416
Change+14,416
Value$726.4K
Filed 2026-10-22
Savant Capital, LLC
DECREASED
Shares14,230 from 32,093
Change-17,863 (-56%)
Value$717.0K (-$898.7K)
Filed 2026-11-06
Winebrenner Capital Management LLC
INCREASED
Shares14,080 from 13,858
Change+222 (+2%)
Value$709.5K (+$11.7K)
Filed 2026-10-07
Magnus Financial Group LLC
DECREASED
Shares14,074 from 14,166
Change-92 (-1%)
Value$709.2K (-$4.1K)
Filed 2026-10-21
Iams Wealth Management, LLC
NEW
Shares13,965
Change+13,965
Value$703.7K
Filed 2026-10-15
UMB Bank, n.a.
UNCHANGED
Shares13,960 from 13,960
Change0 (0%)
Value$703.4K (+$558)
Filed 2026-11-06
Security Financial Services, Inc.
NEW
Shares13,758
Change+13,758
Value$693.3K
Filed 2026-10-29
GenWealth Group, Inc.
UNCHANGED
Shares13,500 from 13,500
Change0 (0%)
Value$680.3K (+$540)
Filed 2026-10-16
Vigilare Wealth Management
DECREASED
Shares13,309 from 89,201
Change-75,892 (-85%)
Value$670.7K (-$3.8M)
Filed 2026-10-29
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED
Shares13,083 from 13,145
Change-62 (0%)
Value$660.7K (-$2.7K)
Filed 2026-10-21
Demars Financial Group, LLC
UNCHANGED
Shares12,683 from 12,683
Change0 (0%)
Value$639.1K (+$507)
Filed 2026-10-22
Trek Financial, LLC
DECREASED
Shares12,518 from 12,564
Change-46 (0%)
Value$630.8K (-$1.8K)
Filed 2026-10-29
Laurel OAK Wealth Management, LLC
INCREASED
Shares12,347 from 12,139
Change+208 (+2%)
Value$622.2K (+$11.0K)
Filed 2026-10-19
Brighton Jones LLC
INCREASED
Shares12,001 from 10,064
Change+1,937 (+19%)
Value$604.7K (+$98.0K)
Filed 2026-11-03
Verus Capital Partners, LLC
INCREASED
Shares11,985 from 11,035
Change+950 (+9%)
Value$603.9K (+$48.3K)
Filed 2026-11-03
Advisor Resource Council
INCREASED
Shares11,984 from 11,296
Change+688 (+6%)
Value$604.1K (+$35.1K)
Filed 2026-11-05
Harbour Investments, Inc.
INCREASED
Shares11,967 from 8,008
Change+3,959 (+49%)
Value$603.0K (+$199.8K)
Filed 2026-11-09
Capital Advisors, Ltd. LLC
INCREASED
Shares11,898 from 11,807
Change+91 (+1%)
Value$600 (+$6)
Filed 2026-10-27
NewSquare Capital LLC
INCREASED
Shares11,831 from 11,741
Change+90 (+1%)
Value$596.2K (+$5.0K)
Filed 2026-11-06
Root Financial Partners, LLC
DECREASED
Shares11,704 from 11,741
Change-37 (0%)
Value$589.8K (-$1.4K)
Filed 2026-10-21
Stableford Capital II LLC
NEW
Shares11,617
Change+11,617
Value$585.4K
Filed 2026-10-09
Summa Corp.
INCREASED
Shares11,270 from 11,030
Change+240 (+2%)
Value$567.9K (+$12.2K)
Filed 2026-10-30
Cascade Investment Advisors, Inc.
INCREASED
Shares11,074 from 10,219
Change+855 (+8%)
Value$558.0K (+$43.5K)
Filed 2026-11-02
FIG Financial Advisory Services Inc
NEW
Shares11,062
Change+11,062
Value$557.4K
Filed 2026-10-07
Baldwin Wealth Partners LLC
INCREASED
Shares10,956 from 5,015
Change+5,941 (+118%)
Value$552.1K (+$299.6K)
Filed 2026-10-13
Oppenheimer & Co Inc
DECREASED
Shares10,782 from 14,852
Change-4,070 (-27%)
Value$543.3K (-$204.5K)
Filed 2026-10-26
CGN Advisors LLC
DECREASED
Shares10,630 from 10,888
Change-258 (-2%)
Value$535.6K (-$12.6K)
Filed 2026-10-21
Bright Futures Wealth Management, Llc.
NEW
Shares10,531
Change+10,531
Value$530.7K
Filed 2026-10-23
Sanchez Wealth Management Group
DECREASED
Shares10,093 from 237,190
Change-227,097 (-96%)
Value$508.6K (-$11.4M)
Filed 2026-11-02
Robertson Stephens Wealth Management, LLC
DECREASED
Shares9,690 from 10,206
Change-516 (-5%)
Value$488.3K (-$25.6K)
Filed 2026-10-16
Everett Harris & Co
DECREASED
Shares9,600 from 9,900
Change-300 (-3%)
Value$483.7K (-$14.7K)
Filed 2026-10-28
Midwest Financial Network, LLC
INCREASED
Shares9,586 from 9,494
Change+92 (+1%)
Value$483.1K (+$5.0K)
Filed 2026-10-13
Core Wealth Partners LLC
DECREASED
Shares9,511 from 11,230
Change-1,719 (-15%)
Value$479.3K (-$86.1K)
Filed 2026-11-02
TopTier Wealth Management, LLC
DECREASED
Shares9,432 from 11,148
Change-1,716 (-15%)
Value$475.3K (-$86.0K)
Filed 2026-10-16
Fiduciary Alliance LLC
DECREASED
Shares9,416 from 19,100
Change-9,684 (-51%)
Value$474.5K (-$487.2K)
Filed 2026-10-13
Balboa Wealth Partners
NEW
Shares9,324
Change+9,324
Value$469.8K
Filed 2026-10-20
CogentBlue Wealth Advisors, LLC
INCREASED
Shares9,171 from 6,664
Change+2,507 (+38%)
Value$462.1K (+$126.6K)
Filed 2026-10-09
Embree Financial Group
INCREASED
Shares8,895 from 4,704
Change+4,191 (+89%)
Value$448.2K (+$211.3K)
Filed 2026-10-22
Optivise Advisory Services LLC
DECREASED
Shares8,671 from 37,665
Change-28,994 (-77%)
Value$436.9K (-$1.5M)
Filed 2026-10-19
Trademark Financial Management, LLC
DECREASED
Shares8,647 from 9,288
Change-641 (-7%)
Value$435.7K (-$32.0K)
Filed 2026-10-23
Prairie Advisory, LLC
INCREASED
Shares8,620 from 4,301
Change+4,319 (+100%)
Value$434.3K (+$217.8K)
Filed 2026-10-19
Berkshire Money Management, Inc.
NEW
Shares8,255
Change+8,255
Value$416.0K
Filed 2026-10-21
WealthPoint Financial, LLC
INCREASED
Shares8,238 from 8,056
Change+182 (+2%)
Value$415.1K (+$9.5K)
Filed 2026-11-03
Bank of Montreal
INCREASED
Shares8,100 from 1,800
Change+6,300 (+350%)
Value$408.2K (+$317.5K)
Filed 2026-11-09
AlphaStar Capital Management, LLC
DECREASED
Shares8,027 from 8,964
Change-937 (-10%)
Value$404.5K (-$46.9K)
Filed 2026-10-16
Triad Wealth Partners, LLC
DECREASED
Shares7,929 from 8,140
Change-211 (-3%)
Value$399.5K (-$10.6K)
Filed 2026-10-26
National Wealth Management Group, LLC
DECREASED
Shares7,890 from 47,288
Change-39,398 (-83%)
Value$397.6K (-$2.0M)
Filed 2026-10-26
Park Edge Advisors, LLC
DECREASED
Shares7,756 from 9,879
Change-2,123 (-21%)
Value$390.8K (-$106.6K)
Filed 2026-10-28
Prevail Innovative Wealth Advisors, LLC
INCREASED
Shares7,642 from 5,444
Change+2,198 (+40%)
Value$385.3K (+$111.2K)
Filed 2026-10-20
Hartline Investment Corp/
NEW
Shares7,285
Change+7,285
Value$367.1K
Filed 2026-10-29
Whalen Wealth Management Inc.
DECREASED
Shares7,257 from 7,779
Change-522 (-7%)
Value$365.7K (-$26.0K)
Filed 2026-10-08
Creative Financial Designs Inc
INCREASED
Shares7,149 from 2,495
Change+4,654 (+187%)
Value$360.2K (+$234.6K)
Filed 2026-11-04
Cypress Wealth Services, LLC
INCREASED
Shares7,023 from 5,724
Change+1,299 (+23%)
Value$354.0K (+$65.8K)
Filed 2026-10-21
Annex Advisory Services, LLC
DECREASED
Shares6,990 from 7,685
Change-695 (-9%)
Value$352.2K (-$34.7K)
Filed 2026-10-16
SeaCrest Wealth Management, LLC
NEW
Shares6,853
Change+6,853
Value$345.3K
Filed 2026-10-21
Chicago Partners Investment Group LLC
INCREASED
Shares6,595 from 4,018
Change+2,577 (+64%)
Value$333.2K (+$130.4K)
Filed 2026-10-27
Harbour Capital Advisors, LLC
UNCHANGED
Shares6,400 from 6,400
Change0 (0%)
Value$322.5K (-$128)
Filed 2026-10-13
Tidemark, LLC
INCREASED
Shares6,363 from 249
Change+6,114 (+2455%)
Value$320.6K (+$308.1K)
Filed 2026-11-09
MTM Investment Management, LLC
DECREASED
Shares6,337 from 6,433
Change-96 (-1%)
Value$319.3K (-$4.6K)
Filed 2026-10-30
Private Client Services, LLC
NEW
Shares6,250
Change+6,250
Value$314.9K
Filed 2026-10-02
Zega Investments, LLC
DECREASED
Shares6,193 from 7,190
Change-997 (-14%)
Value$312.1K (-$50.0K)
Filed 2026-11-04
TD Waterhouse Canada Inc.
INCREASED
Shares6,165 from 5,885
Change+280 (+5%)
Value$310.7K (+$14.3K)
Filed 2026-10-16
ASL Financial, LLC
DECREASED
Shares6,085 from 19,285
Change-13,200 (-68%)
Value$306.6K (-$664.4K)
Filed 2026-10-15
Ballast Rock Private Wealth LLC
UNCHANGED
Shares6,000 from 6,000
Change0 (0%)
Value$302.3K (+$240)
Filed 2026-10-26
Nuveen, LLC
NEW
Shares5,972
Change+5,972
Value$300.9K
Filed 2026-11-10
LifeWealth Investments, LLC
DECREASED
Shares5,954 from 6,362
Change-408 (-6%)
Value$300.0K (-$20.3K)
Filed 2026-10-21
Nvest Wealth Strategies, Inc.
INCREASED
Shares5,789 from 4,188
Change+1,601 (+38%)
Value$291.7K (+$80.8K)
Filed 2026-10-14
Dynamic Advisor Solutions LLC
DECREASED
Shares5,772 from 7,811
Change-2,039 (-26%)
Value$290.9K (-$102.4K)
Filed 2026-10-13
Sage Private Wealth Group, LLC
INCREASED
Shares5,769 from 4,783
Change+986 (+21%)
Value$290.7K (+$49.9K)
Filed 2026-10-21
Patton Albertson Miller Group, LLC
UNCHANGED
Shares5,600 from 5,600
Change0 (0%)
Value$282.2K (+$224)
Filed 2026-10-26
Avestar Capital, LLC
DECREASED
Shares5,559 from 34,731
Change-29,172 (-84%)
Value$280.1K (-$1.5M)
Filed 2026-10-28
South Shore Capital Advisors
NEW
Shares5,555
Change+5,555
Value$279.9K
Filed 2026-10-20
Blue Trust, Inc.
DECREASED
Shares5,478 from 6,021
Change-543 (-9%)
Value$276.0K (-$27.1K)
Filed 2026-10-15
Barnes Wealth Management Group, Inc
INCREASED
Shares5,421 from 5,400
Change+21 (+0%)
Value$273.2K (+$1.2K)
Filed 2026-11-09
Luts & Greenleigh Group, Inc.
UNCHANGED
Shares5,398 from 5,398
Change0 (0%)
Value$272.0K (+$216)
Filed 2026-11-05
Weaver Consulting Group
DECREASED
Shares5,344 from 5,426
Change-82 (-2%)
Value$269.3K (-$3.9K)
Filed 2026-10-07
Insight Wealth Strategies, LLC
DECREASED
Shares5,210 from 10,106
Change-4,896 (-48%)
Value$262.5K (-$246.4K)
Filed 2026-10-09
Ehrlich Financial Group
NEW
Shares5,196
Change+5,196
Value$261.8K
Filed 2026-10-20
Altus Wealth Group LLC
INCREASED
Shares5,089 from 5,047
Change+42 (+1%)
Value$256.4K (+$2.3K)
Filed 2026-10-20
Simon Quick Advisors, LLC
UNCHANGED
Shares5,033 from 5,033
Change0 (0%)
Value$253.6K (+$201)
Filed 2026-10-26
Financial Guidance Group, Inc.
NEW
Shares5,005
Change+5,005
Value$252.2K
Filed 2026-10-21
Frontier Asset Management, LLC
DECREASED
Shares4,784 from 5,538
Change-754 (-14%)
Value$241.1K (-$37.8K)
Filed 2026-10-28
Riverchase Wealth Management, LLC
INCREASED
Shares4,719 from 4,652
Change+67 (+1%)
Value$237.8K (+$3.6K)
Filed 2026-10-28
Walkner Condon Financial Advisors LLC
UNCHANGED
Shares4,634 from 4,634
Change0 (0%)
Value$233.5K (+$185)
Filed 2026-11-02
Valtinson Bruner Financial Planning LLC
UNCHANGED
Shares4,574 from 4,574
Change0 (0%)
Value$230.5K (+$183)
Filed 2026-11-02
Sawgrass Asset Management LLC
NEW
Shares4,415
Change+4,415
Value$222.5K
Filed 2026-11-03
Thrive Capital Management, LLC
NEW
Shares4,393
Change+4,393
Value$221.4K
Filed 2026-10-28
Vilga Financial Planning LLC
UNCHANGED
Shares4,376 from 4,376
Change0 (0%)
Value$220.5K (+$175)
Filed 2026-10-09
Dorval Corp
DECREASED
Shares4,255 from 4,386
Change-131 (-3%)
Value$214.4K (-$6.4K)
Filed 2026-10-29
Apella Capital, LLC
DECREASED
Shares4,157 from 5,431
Change-1,274 (-23%)
Value$209.6K (-$64.1K)
Filed 2026-10-08
Balefire, LLC
DECREASED
Shares4,107 from 4,233
Change-126 (-3%)
Value$207.0K (-$6.2K)
Filed 2026-10-09
Prosperity Financial Group, Inc.
NEW
Shares4,087
Change+4,087
Value$205.9K
Filed 2026-10-29
Tortoise Investment Management, LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$201.6K (+$160)
Filed 2026-11-06
Acumen Wealth Advisors, LLC
DECREASED
Shares3,789 from 8,465
Change-4,676 (-55%)
Value$190.9K (-$235.3K)
Filed 2026-11-05
Trust Co of Vermont
NEW
Shares2,543
Change+2,543
Value$128.1K
Filed 2026-10-21
Provenance Wealth Advisors, LLC
NEW
Shares2,505
Change+2,505
Value$126.2K
Filed 2026-10-30
Founders Financial Alliance, LLC
DECREASED
Shares2,420 from 2,477
Change-57 (-2%)
Value$121.9K (-$2.8K)
Filed 2026-11-10
Central Trust Co
UNCHANGED
Shares2,416 from 2,416
Change0 (0%)
Value$121.7K (+$97)
Filed 2026-11-05
Atlas Capital Advisors Inc.
UNCHANGED
Shares2,378 from 2,378
Change0 (0%)
Value$49.5K (-$70.2K)
Filed 2026-11-09
PNC Financial Services Group, Inc.
NEW
Shares2,193
Change+2,193
Value$110.5K
Filed 2026-11-06
EPG Wealth Management LLC
INCREASED
Shares1,721 from 1,705
Change+16 (+1%)
Value$86.7K (+$887)
Filed 2026-11-03
IAG Wealth Partners, LLC
DECREASED
Shares1,567 from 2,040
Change-473 (-23%)
Value$79.0K (-$23.7K)
Filed 2026-11-06
US Bancorp \de\
DECREASED
Shares1,302 from 2,037
Change-735 (-36%)
Value$65.6K (-$37.0K)
Filed 2026-11-05
Wealth Enhancement Trust Services, Inc.
NEW
Shares1,275
Change+1,275
Value$64.2K
Filed 2026-10-07
CoreCap Advisors, LLC
DECREASED
Shares1,271 from 1,291
Change-20 (-2%)
Value$64.0K (-$956)
Filed 2026-10-08
First Horizon Corp
UNCHANGED
Shares1,253 from 1,253
Change0 (0%)
Value$63.1K (+$50)
Filed 2026-10-26
CX Institutional
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$63 ($0)
Filed 2026-10-02
Tradewinds Capital Management, LLC
NEW
Shares1,249
Change+1,249
Value$62.9K
Filed 2026-10-23
Parkside Financial Bank & Trust
UNCHANGED
Shares1,200 from 1,200
Change0 (0%)
Value$60.5K (+$48)
Filed 2026-10-27
NBH Bank
UNCHANGED
Shares1,198 from 1,198
Change0 (0%)
Value$60.4K (+$48)
Filed 2026-11-05
GK Wealth Management LLC
NEW
Shares927
Change+927
Value$46.7K
Filed 2026-10-09
PMV Capital Advisers, LLC
NEW
Shares849
Change+849
Value$42.8K
Filed 2026-11-09
Rossby Financial, LCC
INCREASED
Shares646 from 1
Change+645 (+64500%)
Value$32.6K (+$32.5K)
Filed 2026-11-05
Fairman Group, LLC
UNCHANGED
Shares590 from 590
Change0 (0%)
Value$29.7K (+$23)
Filed 2026-10-26
City Holding Co
NEW
Shares524
Change+524
Value$26.4K
Filed 2026-10-19
Jacobi Capital Management LLC
NEW
Shares508
Change+508
Value$25.6K
Filed 2026-11-05
DeDora Capital, Inc.
NEW
Shares456
Change+456
Value$23.0K
Filed 2026-10-26
Downshift Financial, LLC
NEW
Shares405
Change+405
Value$20.4K
Filed 2026-10-13
Covestor Ltd
INCREASED
Shares336 from 328
Change+8 (+2%)
Value$17 ($0)
Filed 2026-10-30
Silver Grove Financial Group, Inc.
INCREASED
Shares322 from 149
Change+173 (+116%)
Value$16.2K (+$8.7K)
Filed 2026-11-05
GHP Investment Advisors, Inc.
UNCHANGED
Shares318 from 318
Change0 (0%)
Value$16.0K (+$13)
Filed 2026-10-15
Gables Capital Management Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$15.1K (+$12)
Filed 2026-11-04
1620 Investment Advisors, Inc.
UNCHANGED
Shares282 from 282
Change0 (0%)
Value$14.2K (+$11)
Filed 2026-11-04
TD Private Client Wealth LLC
INCREASED
Shares183 from 122
Change+61 (+50%)
Value$9.2K (+$3.1K)
Filed 2026-10-28
Buck Wealth Strategies, LLC
INCREASED
Shares177 from 175
Change+2 (+1%)
Value$8.9K (+$91)
Filed 2026-10-28
Trust Co
UNCHANGED
Shares176 from 176
Change0 (0%)
Value$8.9K (+$7)
Filed 2026-10-09
Cherry Tree Wealth Management, LLC
INCREASED
Shares158 from 99
Change+59 (+60%)
Value$8.0K (+$3.0K)
Filed 2026-10-15
Trust Co of Toledo NA
UNCHANGED
Shares133 from 133
Change0 (0%)
Value$6.7K (+$5)
Filed 2026-10-16
Nfsg Corp
UNCHANGED
Shares119 from 119
Change0 (0%)
Value$6.0K (+$4)
Filed 2026-10-15
Cedar Mountain Advisors, LLC
UNCHANGED
Shares88 from 88
Change0 (0%)
Value$4.4K (+$3)
Filed 2026-10-15
Triumph Capital Management
UNCHANGED
Shares85 from 85
Change0 (0%)
Value$4.3K (+$3)
Filed 2026-10-14
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares56 from 56
Change0 (0%)
Value$2.8K (+$2)
Filed 2026-10-27
Main Street Group, LTD
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$1.9K (+$1)
Filed 2026-10-28
Spurstone Advisory Services, LLC
UNCHANGED
Shares11 from 11
Change0 (0%)
Value$554 ($0)
Filed 2026-11-02
Planning Strategies Inc.
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$504 ($0)
Filed 2026-10-02
Allspring Global Investments Holdings, LLC
NEW
Shares1
Change+1
Value$50
Filed 2026-11-04
Elevation Point Wealth Partners, LLC
CLOSED
Shares0 from 592,455
Change-592,455 (-100%)
Value$0 (-$29.8M)
Filed 2026-11-05
Fiera Capital Corp
CLOSED
Shares0 from 30,525
Change-30,525 (-100%)
Value$0 (-$1.5M)
Filed 2026-11-06
Continuum Wealth Advisors, LLC
CLOSED
Shares0 from 22,580
Change-22,580 (-100%)
Value$0 (-$1.1M)
Filed 2026-10-20
RPS Advisory Solutions LLC
CLOSED
Shares0 from 10,042
Change-10,042 (-100%)
Value$0 (-$505.6K)
Filed 2026-11-09
International Assets Investment Management, LLC
CLOSED
Shares0 from 9,352
Change-9,352 (-100%)
Value$0 (-$470.9K)
Filed 2026-11-02
Heck Capital Advisors, LLC
CLOSED
Shares0 from 7,941
Change-7,941 (-100%)
Value$0 (-$399.8K)
Filed 2026-10-14
Mainsail Asset Management, LLC
CLOSED
Shares0 from 5,697
Change-5,697 (-100%)
Value$0 (-$287.5K)
Filed 2026-10-14
Argent Trust Co
CLOSED
Shares0 from 5,184
Change-5,184 (-100%)
Value$0 (-$261.0K)
Filed 2026-11-09
Perigon Wealth Management, LLC
CLOSED
Shares0 from 4,988
Change-4,988 (-100%)
Value$0 (-$251.2K)
Filed 2026-10-22
Quantify Chaos Advisors, LLC
CLOSED
Shares0 from 4,895
Change-4,895 (-100%)
Value$0 (-$246.5K)
Filed 2026-11-04
DeLarme Wealth Management, Inc.
CLOSED
Shares0 from 4,701
Change-4,701 (-100%)
Value$0 (-$236.7K)
Filed 2026-10-30
Alessandra Capital Management, LLC
CLOSED
Shares0 from 4,700
Change-4,700 (-100%)
Value$0 (-$236.6K)
Filed 2026-10-30
Lowe Brockenbrough & Co Inc
CLOSED
Shares0 from 4,160
Change-4,160 (-100%)
Value$0 (-$209.5K)
Filed 2026-11-09
Russell Investments Group, Ltd.
CLOSED
Shares0 from 1,511
Change-1,511 (-100%)
Value$0 (-$76.1K)
Filed 2026-11-06
Spire Wealth Management
CLOSED
Shares0 from 1,300
Change-1,300 (-100%)
Value$0 (-$65.5K)
Filed 2026-10-30
Caldwell Trust Co
CLOSED
Shares0 from 1,100
Change-1,100 (-100%)
Value$0 (-$55.4K)
Filed 2026-10-30
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1,051
Change-1,051 (-100%)
Value$0 (-$53.1K)
Filed 2026-10-16
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 923
Change-923 (-100%)
Value$0 (-$46.5K)
Filed 2026-11-04
Chung Wu Investment Group, LLC
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$25.2K)
Filed 2026-11-03
Kingdom Financial Group Llc.
CLOSED
Shares0 from 368
Change-368 (-100%)
Value$0 (-$18.5K)
Filed 2026-11-04
Vermillion Wealth Management, Inc.
CLOSED
Shares0 from 338
Change-338 (-100%)
Value$0 (-$17.0K)
Filed 2026-10-26
Avion Wealth
CLOSED
Shares0 from 300
Change-300 (-100%)
Value$0 (-$15.0K)
Filed 2026-11-04
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 250
Change-250 (-100%)
Value$0 (-$12.6K)
Filed 2026-11-06
Key Capital Management, Inc
CLOSED
Shares0 from 226
Change-226 (-100%)
Value$0 (-$11.4K)
Filed 2026-11-03
Davis Capital Management
CLOSED
Shares0 from 195
Change-195 (-100%)
Value$0 (-$9.8K)
Filed 2026-10-08
SouthState Bank Corp
CLOSED
Shares0 from 141
Change-141 (-100%)
Value$0 (-$7.1K)
Filed 2026-11-09
Fortitude Family Office, LLC
CLOSED
Shares0 from 110
Change-110 (-100%)
Value$0 (-$5.5K)
Filed 2026-10-14
Tsfg, LLC
CLOSED
Shares0 from 103
Change-103 (-100%)
Value$0 (-$5)
Filed 2026-10-23
Oakworth Capital, Inc.
CLOSED
Shares0 from 69
Change-69 (-100%)
Value$0 (-$3.5K)
Filed 2026-10-26
MCF Advisors LLC
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$554)
Filed 2026-10-28
Smallwood Wealth Investment Management, LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$50)
Filed 2026-10-30
Morgan Stanley
N/A
Shares— from 17,156,947
Change-17,156,947 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 14,460,849
Change-14,460,849 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 11,284,922
Change-11,284,922 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 11,099,477
Change-11,099,477 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 6,825,052
Change-6,825,052 (-100%)
Value—
UBS Group AG
N/A
Shares— from 5,364,589
Change-5,364,589 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 4,373,842
Change-4,373,842 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 4,316,500
Change-4,316,500 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3,979,574
Change-3,979,574 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,921,694
Change-2,921,694 (-100%)
Value—
Serenus Wealth Advisors, LLC
N/A
Shares— from 2,424,914
Change-2,424,914 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,788,259
Change-1,788,259 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,755,340
Change-1,755,340 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,579,027
Change-1,579,027 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 1,567,010
Change-1,567,010 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 1,368,150
Change-1,368,150 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 1,235,653
Change-1,235,653 (-100%)
Value—
Knightsbridge Asset Management, LLC
N/A
Shares— from 1,163,721
Change-1,163,721 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,157,916
Change-1,157,916 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,059,710
Change-1,059,710 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 962,273
Change-962,273 (-100%)
Value—
Blair William & Co
N/A
Shares— from 848,836
Change-848,836 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 838,877
Change-838,877 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 828,455
Change-828,455 (-100%)
Value—
Vertex Planning Partners, LLC
N/A
Shares— from 774,263
Change-774,263 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 761,225
Change-761,225 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 734,712
Change-734,712 (-100%)
Value—
Arkadios Wealth Advisors
N/A
Shares— from 691,329
Change-691,329 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 671,099
Change-671,099 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 649,557
Change-649,557 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 641,598
Change-641,598 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 607,410
Change-607,410 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 580,812
Change-580,812 (-100%)
Value—
&partners
N/A
Shares— from 527,440
Change-527,440 (-100%)
Value—
Uniplan Investment Counsel, Inc.
N/A
Shares— from 523,452
Change-523,452 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 511,767
Change-511,767 (-100%)
Value—
Gladstone Institutional Advisory LLC
N/A
Shares— from 492,844
Change-492,844 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 453,801
Change-453,801 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 442,556
Change-442,556 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 437,940
Change-437,940 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 422,438
Change-422,438 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 400,364
Change-400,364 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 393,773
Change-393,773 (-100%)
Value—
Sykon Capital LLC
N/A
Shares— from 384,381
Change-384,381 (-100%)
Value—
Bank of Nova Scotia
N/A
Shares— from 383,932
Change-383,932 (-100%)
Value—
Exit Wealth Advisors, Llc.
N/A
Shares— from 376,007
Change-376,007 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 363,513
Change-363,513 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 359,103
Change-359,103 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 358,522
Change-358,522 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 332,805
Change-332,805 (-100%)
Value—
Eaton Financial Holdings Company, LLC
N/A
Shares— from 318,326
Change-318,326 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 311,012
Change-311,012 (-100%)
Value—
Keebeck Wealth Management
N/A
Shares— from 304,210
Change-304,210 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 303,170
Change-303,170 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 280,466
Change-280,466 (-100%)
Value—
Permanent Capital Management, LP
N/A
Shares— from 278,781
Change-278,781 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 267,266
Change-267,266 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 263,368
Change-263,368 (-100%)
Value—
Mason & Associates Inc
N/A
Shares— from 238,592
Change-238,592 (-100%)
Value—
Calton & Associates, Inc.
N/A
Shares— from 231,578
Change-231,578 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 230,735
Change-230,735 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 225,044
Change-225,044 (-100%)
Value—
Columbia River Financial Group, LLC
N/A
Shares— from 215,067
Change-215,067 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 201,126
Change-201,126 (-100%)
Value—
Healthcare of Ontario Pension Plan Trust Fund
N/A
Shares— from 200,000
Change-200,000 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 194,477
Change-194,477 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 180,957
Change-180,957 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 170,512
Change-170,512 (-100%)
Value—
Viaable, LLC
N/A
Shares— from 165,805
Change-165,805 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 165,540
Change-165,540 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 150,312
Change-150,312 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 147,255
Change-147,255 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 136,174
Change-136,174 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 123,686
Change-123,686 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 121,641
Change-121,641 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 118,208
Change-118,208 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 117,526
Change-117,526 (-100%)
Value—
Stephens Inc
N/A
Shares— from 116,500
Change-116,500 (-100%)
Value—
Argo Wealth Advisory, LLC
N/A
Shares— from 116,288
Change-116,288 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 111,966
Change-111,966 (-100%)
Value—
Second Line Capital, LLC
N/A
Shares— from 111,437
Change-111,437 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 111,007
Change-111,007 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 107,950
Change-107,950 (-100%)
Value—
CIM, LLC
N/A
Shares— from 92,422
Change-92,422 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 85,263
Change-85,263 (-100%)
Value—
JT Stratford LLC
N/A
Shares— from 80,179
Change-80,179 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 79,940
Change-79,940 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 74,330
Change-74,330 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 71,356
Change-71,356 (-100%)
Value—
Centaurus Financial, Inc.
N/A
Shares— from 70,648
Change-70,648 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 69,632
Change-69,632 (-100%)
Value—
Cascades Capital Asset Management, LLC
N/A
Shares— from 67,224
Change-67,224 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 65,229
Change-65,229 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 65,051
Change-65,051 (-100%)
Value—
Vantage Point Financial LLC
N/A
Shares— from 64,097
Change-64,097 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 63,295
Change-63,295 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 63,170
Change-63,170 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 62,051
Change-62,051 (-100%)
Value—
OakTrust Wealth Advisors, LLC
N/A
Shares— from 61,269
Change-61,269 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 60,924
Change-60,924 (-100%)
Value—
Gateway Wealth Partners, LLC
N/A
Shares— from 60,116
Change-60,116 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 60,000
Change-60,000 (-100%)
Value—
TD Capital Management LLC
N/A
Shares— from 58,030
Change-58,030 (-100%)
Value—
Kintra Wealth, LLC
N/A
Shares— from 57,980
Change-57,980 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 54,938
Change-54,938 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 54,787
Change-54,787 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 53,314
Change-53,314 (-100%)
Value—
Smart Money Group LLC
N/A
Shares— from 52,340
Change-52,340 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 52,172
Change-52,172 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 50,139
Change-50,139 (-100%)
Value—
Sfmg, LLC
N/A
Shares— from 49,340
Change-49,340 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 46,307
Change-46,307 (-100%)
Value—
Manhattan West Asset Management, LLC
N/A
Shares— from 42,513
Change-42,513 (-100%)
Value—
GTS Financial, LLC
N/A
Shares— from 42,372
Change-42,372 (-100%)
Value—
Westmount Partners, LLC
N/A
Shares— from 42,208
Change-42,208 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 41,593
Change-41,593 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 41,428
Change-41,428 (-100%)
Value—
Wescap Management Group, Inc.
N/A
Shares— from 40,461
Change-40,461 (-100%)
Value—
Denver Wealth Management, Inc.
N/A
Shares— from 38,312
Change-38,312 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 35,412
Change-35,412 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 33,483
Change-33,483 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 30,450
Change-30,450 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 29,187
Change-29,187 (-100%)
Value—
Resurgent Financial Advisors LLC
N/A
Shares— from 28,306
Change-28,306 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 28,010
Change-28,010 (-100%)
Value—
Authentikos Wealth Advisory, LLC
N/A
Shares— from 27,831
Change-27,831 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 27,564
Change-27,564 (-100%)
Value—
Ascent Advisors, LLC
N/A
Shares— from 27,473
Change-27,473 (-100%)
Value—
Comprehensive Money Management Services LLC
N/A
Shares— from 26,775
Change-26,775 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 26,337
Change-26,337 (-100%)
Value—
LaSalle St. Investment Advisors, LLC
N/A
Shares— from 25,965
Change-25,965 (-100%)
Value—
Sovereign Financial Group, Inc.
N/A
Shares— from 24,758
Change-24,758 (-100%)
Value—
Ruggiero Investments, Inc.
N/A
Shares— from 24,583
Change-24,583 (-100%)
Value—
Prestige Wealth Management Group LLC
N/A
Shares— from 24,258
Change-24,258 (-100%)
Value—
LWM Advisory Services, LLC
N/A
Shares— from 24,153
Change-24,153 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 23,967
Change-23,967 (-100%)
Value—
PeakShares LLC
N/A
Shares— from 23,250
Change-23,250 (-100%)
Value—
Kovack Advisors, Inc.
N/A
Shares— from 22,899
Change-22,899 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 21,935
Change-21,935 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 21,889
Change-21,889 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 21,430
Change-21,430 (-100%)
Value—
Adalta Capital Management LLC
N/A
Shares— from 21,395
Change-21,395 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 20,621
Change-20,621 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 18,807
Change-18,807 (-100%)
Value—
Prelude Capital Management, LLC
N/A
Shares— from 18,000
Change-18,000 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 17,760
Change-17,760 (-100%)
Value—
National Philanthropic Trust
N/A
Shares— from 17,402
Change-17,402 (-100%)
Value—
Betterment LLC
N/A
Shares— from 16,015
Change-16,015 (-100%)
Value—
Hamilton Wealth, LLC
N/A
Shares— from 15,561
Change-15,561 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 15,103
Change-15,103 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 14,657
Change-14,657 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 14,619
Change-14,619 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 14,537
Change-14,537 (-100%)
Value—
IEQ Capital, LLC
N/A
Shares— from 14,127
Change-14,127 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 12,045
Change-12,045 (-100%)
Value—
Bank of Marin
N/A
Shares— from 11,516
Change-11,516 (-100%)
Value—
Retirement Capital Strategies
N/A
Shares— from 11,161
Change-11,161 (-100%)
Value—
Adar1 Capital Management, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Prudent Investors Network, Inc.
N/A
Shares— from 9,936
Change-9,936 (-100%)
Value—
Roundview Capital LLC
N/A
Shares— from 9,900
Change-9,900 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 9,682
Change-9,682 (-100%)
Value—
Wealth Management Associates, Inc.
N/A
Shares— from 9,682
Change-9,682 (-100%)
Value—
17 Capital Partners, LLC
N/A
Shares— from 9,197
Change-9,197 (-100%)
Value—
Fidelis Capital Partners, LLC
N/A
Shares— from 9,045
Change-9,045 (-100%)
Value—
Evernest Financial Advisors, LLC
N/A
Shares— from 8,868
Change-8,868 (-100%)
Value—
Bristlecone Value Partners, LLC
N/A
Shares— from 8,683
Change-8,683 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 8,495
Change-8,495 (-100%)
Value—
Strategic Financial Concepts, LLC
N/A
Shares— from 8,462
Change-8,462 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 8,415
Change-8,415 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 8,283
Change-8,283 (-100%)
Value—
FMR LLC
N/A
Shares— from 8,262
Change-8,262 (-100%)
Value—
Mrwm Advisors, LLC
N/A
Shares— from 8,005
Change-8,005 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 6,695
Change-6,695 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 6,302
Change-6,302 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 5,767
Change-5,767 (-100%)
Value—
Verity Wealth Advisors
N/A
Shares— from 5,267
Change-5,267 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 5,237
Change-5,237 (-100%)
Value—
L & S Advisors Inc
N/A
Shares— from 5,000
Change-5,000 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 4,861
Change-4,861 (-100%)
Value—
January Capital Advisors LLC
N/A
Shares— from 4,350
Change-4,350 (-100%)
Value—
HFG Advisors, Inc.
N/A
Shares— from 4,262
Change-4,262 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 3,697
Change-3,697 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 3,168
Change-3,168 (-100%)
Value—
Main Management LLC
N/A
Shares— from 2,814
Change-2,814 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 2,119
Change-2,119 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 2,052
Change-2,052 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 1,532
Change-1,532 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1,072
Change-1,072 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 914
Change-914 (-100%)
Value—
Fourth Dimension Wealth, LLC
N/A
Shares— from 902
Change-902 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 631
Change-631 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 630
Change-630 (-100%)
Value—
Investment Counsel Co of Nevada
N/A
Shares— from 579
Change-579 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 568
Change-568 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 495
Change-495 (-100%)
Value—
Cbiz Investment Advisory Services, LLC
N/A
Shares— from 455
Change-455 (-100%)
Value—
Synergy Investment Management, LLC
N/A
Shares— from 388
Change-388 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 306
Change-306 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 148
Change-148 (-100%)
Value—
Bernard Wealth Management Corp.
N/A
Shares— from 134
Change-134 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 132
Change-132 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 125
Change-125 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 75
Change-75 (-100%)
Value—
Glen Eagle Advisors, LLC
N/A
Shares— from 57
Change-57 (-100%)
Value—
Wellington-Altus USA Inc.
N/A
Shares— from 54
Change-54 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 45
Change-45 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 14
Change-14 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 13
Change-13 (-100%)
Value—
Status
LPL Financial LLC
INCREASED15,684,43013,259,499+2,424,931+18%$667.6M$790.3M+$122.7M2026-11-06
BIP Wealth, LLC
INCREASED5,638,8325,521,691+117,141+2%$278.0M$284.1M+$6.1M2026-10-22
3Edge Asset Management, LP
NEW4,553,161—+4,553,161——$229.4M—2026-10-30
Morton Capital Management LLC
INCREASED3,122,3651,740,568+1,381,797+79%$87.6M$157.3M+$69.7M2026-10-23
HighTower Advisors, LLC
INCREASED2,729,1782,474,634+254,544+10%$124.6M$137.5M+$12.9M2026-11-10
Cardinal Point Capital Management ULC
INCREASED1,512,1861,436,227+75,959+5%$72.3M$76.2M+$3.9M2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED1,484,876934,871+550,005+59%$47.1M$74.8K-$47.0M2026-11-02
Bank of New York Mellon Corp
INCREASED1,359,7441,304,803+54,941+4%$65.7M$68.5M+$2.8M2026-11-05
Davenport & Co LLC
INCREASED1,331,8661,307,935+23,931+2%$65.9M$67.1M+$1.3M2026-10-14
Kestra Advisory Services, LLC
DECREASED1,279,2271,495,048-215,821-14%$75.3M$64.5M-$10.8M2026-11-02
Fourpath Capital Management, LLC
INCREASED1,187,1311,133,549+53,582+5%$57.1M$59.8M+$2.7M2026-10-19
Sky-Mountain Capital Management, Inc.
INCREASED1,145,8261,090,104+55,722+5%$54.9M$57.7M+$2.9M2026-11-09
Encompass More Asset Management
DECREASED1,075,2461,473,313-398,067-27%$74.2M$54.2M-$20.0M2026-10-16
Stenger Family Office, LLC
INCREASED1,065,100950,591+114,509+12%$47.9M$53.7M+$5.9M2026-10-22
Commonwealth Equity Services, LLC
INCREASED1,009,399933,611+75,788+8%$47.0M$50.9M+$3.9M2026-11-02
Alpine Bank Wealth Management
INCREASED991,953381,503+610,450+160%$19.2M$50.0M+$30.8M2026-10-16
McGuire Investment Group, LLC
INCREASED984,036947,852+36,184+4%$47.7M$49.6M+$1.9M2026-10-23
Aprio Wealth Management, LLC
INCREASED904,913676,658+228,255+34%$34.1M$45.6M+$11.5M2026-10-28
Lunt Capital Management, Inc.
DECREASED877,436923,539-46,103-5%$46.5M$44.2M-$2.3M2026-10-30
Mraz, Amerine & Associates, Inc.
DECREASED834,821859,642-24,821-3%$43.3M$42.1M-$1.2M2026-10-30
Clear Creek Financial Management, LLC
INCREASED806,407335,303+471,104+141%$16.9M$40.6M+$23.8M2026-10-28
Lido Advisors, LLC
INCREASED802,23712,318+789,919+6413%$620.3K$40.4M+$39.8M2026-11-04
Mission Wealth Management, LP
DECREASED801,1871,868,364-1,067,177-57%$94.1M$40.4M-$53.7M2026-10-15
Wealthcare Capital Partners, LLC
INCREASED799,449647,400+152,049+23%$32.6M$40.3M+$7.7M2026-10-21
Kestra Private Wealth Services, LLC
DECREASED786,847800,627-13,780-2%$40.3M$39.6M-$662.3K2026-11-06
Global View Capital Management LLC
INCREASED776,613453,517+323,096+71%$22.8M$39.1M+$16.3M2026-10-28
Carmel Capital Partners, LLC
DECREASED769,651874,714-105,063-12%$44.0M$38.8M-$5.3M2026-11-03
Disciplina Capital Management LLC
DECREASED738,080817,373-79,293-10%$41.2M$37.2M-$4.0M2026-11-06
AlphaCore Capital LLC
DECREASED682,214744,182-61,968-8%$37.5M$34.4M-$3.1M2026-11-04
Level Four Advisory Services, LLC
DECREASED654,181656,655-2,4740%$33.1M$33.0M-$98.3K2026-11-06
Integrity Alliance, Llc.
INCREASED635,742623,203+12,539+2%$31.4M$32.0M+$656.8K2026-10-29
Flagship Harbor Advisors, LLC
DECREASED625,438646,040-20,602-3%$32.5M$31.5M-$1.0M2026-10-26
Matrix Trust Co
INCREASED599,859556,808+43,051+8%$28.0K$30.2K+$2.2K2026-10-07
Stonebridge Wealth Management, LLC
INCREASED543,194482,720+60,474+13%$24.3M$27.4M+$3.1M2026-10-09
Banco Santander, S.A.
INCREASED536,34882,830+453,518+548%$4.2M$27.0M+$22.9M2026-11-10
Wealth Enhancement Advisory Services, LLC
INCREASED523,152302,889+220,263+73%$15.3M$26.4M+$11.1M2026-10-13
Farther Finance Advisors, LLC
DECREASED494,091655,948-161,857-25%$33.0M$24.9M-$8.1M2026-10-08
Wealthcare Advisory Partners LLC
INCREASED488,500359,365+129,135+36%$18.1M$24.6M+$6.5M2026-10-21
Prime Capital Investment Advisors, LLC
INCREASED484,814192,766+292,048+152%$9.7M$24.4M+$14.7M2026-10-20
Uptick Partners, LLC
DECREASED479,148510,939-31,791-6%$25.7M$24.1M-$1.6M2026-11-04
Bonfire Financial
INCREASED468,655438,875+29,780+7%$22.1M$23.6M+$1.5M2026-11-06
Warner Group LLC
INCREASED460,242412,508+47,734+12%$20.8M$23.2M+$2.4M2026-11-09
New Perspectives, Inc
INCREASED447,656438,385+9,271+2%$22.1M$22.6M+$484.7K2026-10-14
United Asset Strategies, Inc.
DECREASED419,157491,959-72,802-15%$24.8M$21.1M-$3.6M2026-10-28
Team Financial Group, LLC
INCREASED418,148386,358+31,790+8%$19.5M$21.1M+$1.6M2026-10-30
Broussard Financial Group LLC
INCREASED412,608354,696+57,912+16%$17.9M$20.8M+$2.9M2026-10-26
Stonebridge Financial Group, LLC
DECREASED407,606453,821-46,215-10%$22.8M$20.5M-$2.3M2026-10-01
Uhlmann Price Securities, LLC
DECREASED396,536415,230-18,694-4%$20.9M$19.9M-$992.9K2026-11-03
Headland Capital, LLC
INCREASED362,683307,821+54,862+18%$15.5M$18.3M+$2.8M2026-11-06
Christian Investment Advisors, Inc.
INCREASED344,982236,126+108,856+46%$11.9M$17.4M+$5.5M2026-11-03
Envision Financial LLC
INCREASED342,999317,105+25,894+8%$16.0M$17.3M+$1.3M2026-10-15
SFM, LLC d/b/a Sweeney Financial Advisors
INCREASED336,400320,992+15,408+5%$16.2M$17.0M+$789.3K2026-10-14
Mueller Wealth, LLC
INCREASED335,758307,442+28,316+9%$15.5M$16.9M+$1.4M2026-11-05
D.A. Davidson & Co.
INCREASED334,223127,416+206,807+162%$6.4M$16.8M+$10.4M2026-10-28
Melone Private Wealth, LLC
DECREASED328,167332,125-3,958-1%$16.7M$16.5M-$186.1K2026-10-16
Merit Financial Group, LLC
DECREASED326,923537,614-210,691-39%$27.1M$16.5M-$10.6M2026-11-06
Concurrent Investment Advisors, LLC
DECREASED319,971388,536-68,565-18%$19.6M$16.1M-$3.4M2026-10-16
Assetmark, Inc
DECREASED318,950589,017-270,067-46%$29.7M$16.1M-$13.6M2026-10-21
Etesian Wealth Advisors, Inc.
DECREASED317,636319,338-1,702-1%$16.1M$16.0M-$73.0K2026-10-27
Leibman Financial Services, Inc.
DECREASED316,752394,250-77,498-20%$19.9M$16.0M-$3.9M2026-10-13
Highland Investment Advisors LLC
INCREASED312,628204,983+107,645+53%$10.3M$15.8M+$5.4M2026-11-09
Grey Ledge Advisors, LLC
INCREASED303,063272,035+31,028+11%$13.7M$15.3M+$1.6M2026-11-02
Regimen Wealth, LLC
INCREASED301,194300,141+1,053+0%$15.1M$15.2M+$64.4K2026-11-09
Intrua Financial, LLC
INCREASED299,437260,405+39,032+15%$13.1M$15.1M+$2.0M2026-10-28
Sharper & Granite LLC
DECREASED294,645423,807-129,162-30%$21.3M$14.8M-$6.5M2026-11-02
Citizens Financial Group Inc
DECREASED292,713329,801-37,088-11%$16.6M$14.7M-$1.9M2026-10-23
Procyon Advisors, LLC
INCREASED284,581277,839+6,742+2%$14.0M$14.3M+$350.8K2026-10-21
Axxcess Wealth Management, LLC
INCREASED281,492260,635+20,857+8%$13.1M$14.2M+$1.1M2026-10-21
Wealthfront Advisers LLC
INCREASED272,637137,104+135,533+99%$6.9M$13.7M+$6.8M2026-11-09
Moulton Wealth Management, Inc
INCREASED270,200268,033+2,167+1%$13.5M$13.6M+$114.6K2026-10-13
Mosley Wealth Management
INCREASED267,672248,652+19,020+8%$12.5M$13.5M+$992.5K2026-10-16
True North Advisors, LLC
NEW260,581—+260,581——$13.1M—2026-10-22
Lauer Wealth, LLC
DECREASED259,983260,823-8400%$13.2M$13.1M-$45.0K2026-10-13
Cassia Capital Partners, LLC
DECREASED258,759269,160-10,401-4%$13.6M$13.0M-$513.3K2026-11-04
Blueprint Investment Partners LLC
NEW257,336—+257,336——$13.0M—2026-10-28
Financial Security Advisor, Inc.
DECREASED255,534295,633-40,099-14%$14.9M$12.9M-$2.0M2026-11-03
Private Advisory Group LLC
NEW249,237—+249,237——$12.6M—2026-11-06
HUB Investment Partners, LLC
DECREASED247,651253,201-5,550-2%$12.7M$12.5M-$269.5K2026-11-03
HighPoint Advisor Group LLC
INCREASED246,994238,095+8,899+4%$12.0M$12.4M+$457.9K2026-11-09
Warren Street Wealth Advisors, LLC
INCREASED245,092127,733+117,359+92%$6.4M$12.4M+$5.9M2026-11-04
BFI Wealth Solutions, LLC
DECREASED244,868261,914-17,046-7%$13.2M$12.3M-$848.1K2026-10-16
Castle Rock Wealth Management, LLC
INCREASED242,868226,840+16,028+7%$11.4M$12.2M+$819.3K2026-10-09
Capital Investment Advisory Services, LLC
INCREASED242,856127,931+114,925+90%$6.4M$12.2M+$5.8M2026-10-30
Acorn Creek Capital LLC
INCREASED242,184224,588+17,596+8%$11.3M$12.2M+$895.6K2026-11-05
Tectonic Advisors LLC
INCREASED234,279216,472+17,807+8%$10.9M$11.8M+$906.0K2026-10-22
Arta Finance Wealth Management LLC
DECREASED232,281292,338-60,057-21%$14.7M$11.7M-$3.0M2026-10-28
Rare Wolf Capital LLC
INCREASED227,492208,200+19,292+9%$10.5M$11.5M+$980.5K2026-10-20
Howard Capital Management, LLC
DECREASED226,7652,083,671-1,856,906-89%$16.8M$11.4M-$5.4M2026-10-16
Columbia Advisory Partners LLC
INCREASED224,25341,392+182,861+442%$2.1M$11.3M+$9.2M2026-10-15
Nvwm, LLC
INCREASED221,433176,553+44,880+25%$8.9M$11.2M+$2.3M2026-10-14
Capital Management Corp
INCREASED216,906207,415+9,491+5%$10.4M$10.9M+$486.5K2026-10-29
Milestone Investment Advisors LLC
INCREASED214,663208,786+5,877+3%$10.5M$10.8M+$304.5K2026-11-05
Compass Financial Management LLC
INCREASED214,222172,864+41,358+24%$8.7M$10.8M+$2.1M2026-10-30
Ascentis Independent Advisors
NEW211,775—+211,775——$10.7M—2026-11-03
Belpointe Asset Management LLC
INCREASED206,677165,361+41,316+25%$8.3M$10.4M+$2.1M2026-11-09
IFG Advisory, LLC
INCREASED200,339194,182+6,157+3%$9.8M$10.1M+$318.0K2026-11-09
Valen Private Capital, LLC
NEW198,846—+198,846——$10.0M—2026-10-23
Ares Financial Consulting, LLC
INCREASED198,741148,386+50,355+34%$7.5M$10.0M+$2.5M2026-10-19
Reyes Financial Architecture, Inc.
DECREASED195,997217,410-21,413-10%$10.9M$9.9M-$1.1M2026-10-22
Guided Capital Wealth Management, LLC
INCREASED194,222173,942+20,280+12%$8.8M$9.8M+$1.0M2026-10-21
Great Valley Advisor Group, Inc.
INCREASED190,16920,055+170,114+848%$1.0M$9.6M+$8.6M2026-11-09
Citigroup Inc
INCREASED188,380111,532+76,848+69%$5.6M$9.5M+$3.9M2026-11-04
Reality Financial Planning Services, LLC
INCREASED181,814161,387+20,427+13%$8.1M$9.2M+$1.0M2026-11-03
Allen Capital Group, LLC
DECREASED181,679184,328-2,649-1%$9.3M$9.2M-$126.1K2026-10-27
Value Investment Professionals, LLC
DECREASED174,592222,193-47,601-21%$11.2M$8.8M-$2.4M2026-10-13
Norden Group LLC
NEW171,245—+171,245——$8.6M—2026-10-20
Invenio Wealth Partners LLC
INCREASED170,547146,638+23,909+16%$7.4M$8.6M+$1.2M2026-10-20
Stonekeep Investments, LLC
DECREASED167,523244,549-77,026-31%$12.3K$8.4M+$8.4M2026-10-15
Laurel Wealth Advisors LLC
INCREASED165,865151,876+13,989+9%$7.6M$8.4M+$711.0K2026-10-27
Parallel Advisors, LLC
INCREASED160,97644+160,932+365755%$2.2K$8.1M+$8.1M2026-11-03
Founders Financial Securities LLC
DECREASED158,011164,688-6,677-4%$8.3M$8.0M-$329.9K2026-10-28
AlTi Global, Inc.
DECREASED154,182165,095-10,913-7%$8.3M$7.8M-$543.3K2026-11-09
Fortune Financial Group, Inc.
INCREASED150,096144,774+5,322+4%$7.3M$7.6M+$274.0K2026-10-22
Client First Capital LLC
DECREASED149,298458,302-309,004-67%$23.1M$7.5M-$15.6M2026-10-22
GreatBanc Trust Co
INCREASED144,901125,351+19,550+16%$6.3M$7.3M+$990.1K2026-11-04
Haven Private, LLC
DECREASED143,063509,989-366,926-72%$25.7M$7.2M-$18.5M2026-10-27
Elmwood Wealth Management, Inc.
INCREASED138,676114,744+23,932+21%$5.8M$7.0M+$1.2M2026-10-14
Family Legacy Financial Solutions, LLC
DECREASED138,051151,682-13,631-9%$7.6M$7.0M-$680.8K2026-10-07
Silver OAK Securities, Incorporated
INCREASED137,756101,656+36,100+36%$5.1M$6.9M+$1.8M2026-11-09
Cabot Wealth Management Inc
INCREASED135,387129,848+5,539+4%$6.5M$6.8M+$284.3K2026-11-05
Yoder Wealth Management, Inc.
INCREASED135,264132,652+2,612+2%$6.7M$6.8M+$136.9K2026-10-13
Centennial Bank
INCREASED134,27388,816+45,457+51%$4.5M$6.8M+$2.3M2026-11-09
Blueprint Financial Advisors LLC
NEW131,651—+131,651——$6.6M—2026-10-28
Kingswood Wealth Advisors, LLC
INCREASED130,85749,791+81,066+163%$2.5M$6.6M+$4.1M2026-10-23
Anderson Hoagland & Co
DECREASED129,700163,902-34,202-21%$8.3M$6.6M-$1.7M2026-10-23
Wealthcare Capital Management LLC
DECREASED128,439153,027-24,588-16%$7.7M$6.5M-$1.2M2026-10-21
Spectrum Planning & Advisory Services Inc.
NEW127,981—+127,981——$6.4M—2026-11-05
Pinnacle Associates LTD
INCREASED124,66878,103+46,565+60%$3.9M$6.3M+$2.3M2026-10-20
Portside Wealth Group, LLC
INCREASED123,5934,958+118,635+2393%$249.6K$6.2M+$6.0M2026-10-20
Landaas & Co
INCREASED122,78441,175+81,609+198%$2.1M$6.2M+$4.1M2026-10-29
Global Assets Advisory, LLC
INCREASED122,195120,604+1,591+1%$6.1M$6.2M+$86.2K2026-10-28
Hobart Private Capital, LLC
INCREASED120,705113,483+7,222+6%$5.7M$6.1M+$368.5K2026-10-19
Town Capital LLC
DECREASED119,584130,565-10,981-8%$6.6M$6.0M-$548.1K2026-11-03
SAX Wealth Advisors, LLC
INCREASED117,33426,565+90,769+342%$1.3M$5.9M+$4.6M2026-10-13
Total Clarity Wealth Management, Inc.
DECREASED112,101125,465-13,364-11%$6.3M$5.6M-$668.4K2026-10-26
Friedenthal Financial
INCREASED111,65723,482+88,175+376%$1.2M$5.6M+$4.4M2026-10-27
Exchange Traded Concepts, LLC
INCREASED106,961100,601+6,360+6%$5.1M$5.4M+$324.5K2026-10-28
Leo Wealth, LLC
NEW106,954—+106,954——$5.4M—2026-10-26
Ashton Thomas Securities, LLC
INCREASED102,615101,960+655+1%$5.1M$5.2M+$28.5K2026-10-26
Cypress Capital, LLC
DECREASED101,148110,661-9,513-9%$5.6M$5.1M-$474.9K2026-10-20
Convergence Financial, LLC
INCREASED99,45112,933+86,518+669%$651.2K$5.0M+$4.4M2026-10-27
Independent Wealth Advisors LLC
DECREASED99,293102,783-3,490-3%$5.2M$5.0M-$171.8K2026-10-27
Western Wealth Management, LLC
INCREASED97,71997,129+590+1%$4.9M$4.9M+$33.6K2026-11-09
Goldenstone Wealth Management LLC
DECREASED94,061146,939-52,878-36%$7.4M$4.7M-$2.7M2026-11-04
Optima Capital LLC
INCREASED93,61661,432+32,184+52%$3.1M$4.7M+$1.6M2026-10-29
StoneX Group Inc.
INCREASED93,39188,800+4,591+5%$4.5M$4.7M+$234.9K2026-11-03
Pinnacle Wealth Management Advisory Group, LLC
INCREASED89,12149,194+39,927+81%$2.5M$4.5M+$2.0M2026-10-23
TrustWell Financial Advisors, LLC
INCREASED88,22882,364+5,864+7%$4.1M$4.4M+$298.8K2026-10-15
MGO One Seven LLC
DECREASED87,76292,447-4,685-5%$4.7M$4.4M-$232.4K2026-10-28
Conservest Capital Advisors, Inc.
DECREASED86,18488,897-2,713-3%$4.5M$4.3M-$133.1K2026-11-09
Andina Capital Management, LLC
DECREASED80,96696,975-16,009-17%$4.9M$4.1M-$802.8K2026-10-21
Woodard & Co Asset Management Group Inc
DECREASED79,89287,482-7,590-9%$4.4M$4.0M-$378.9K2026-11-03
Mattern Capital Management, LLC
INCREASED76,33872,483+3,855+5%$3.6M$3.8M+$197.2K2026-11-02
IFP Advisors, Inc
INCREASED76,13968,117+8,022+12%$3.4M$3.8M+$407.0K2026-10-16
Rose Capital Advisors LLC
NEW76,083—+76,083——$3.8M—2026-11-04
Vise Technologies, Inc.
INCREASED76,03041,576+34,454+83%$2.1M$3.8M+$1.7M2026-10-29
Golden State Wealth Management, LLC
DECREASED75,14079,896-4,756-6%$4.0M$3.8M-$236.5K2026-11-02
Truist Financial Corp
INCREASED74,85863,387+11,471+18%$3.2M$3.8M+$580.6K2026-10-30
Creative Planning
DECREASED74,52185,187-10,666-13%$4.3M$3.8M-$534.1K2026-11-02
Curran Financial Partners, LLC
DECREASED73,28979,645-6,356-8%$4.0M$3.7M-$317.1K2026-11-04
EverSource Wealth Advisors, LLC
INCREASED73,16127,257+45,904+168%$1.4M$3.7M+$2.3M2026-11-04
Transcendent Capital Group LLC
INCREASED72,59239,800+32,792+82%$2.0M$3.7M+$1.7M2026-10-28
Geneos Wealth Management Inc.
DECREASED72,40675,824-3,418-5%$3.8M$3.6M-$169.2K2026-11-09
Beacon Financial Group
DECREASED72,22272,489-2670%$3.6M$3.6M-$10.6K2026-10-19
Novem Group
DECREASED70,59073,091-2,501-3%$3.7M$3.6M-$123.1K2026-10-19
Avidian Wealth Enterprises, LLC
DECREASED69,46670,407-941-1%$3.5M$3.5M-$44.6K2026-10-08
M Wealth Management, LLC
DECREASED68,71676,432-7,716-10%$3.8M$3.5M-$385.8K2026-10-14
Focus Financial Network, Inc.
DECREASED68,12474,197-6,073-8%$3.7M$3.4M-$303.0K2026-10-14
First Financial Group Corp
DECREASED67,61579,056-11,441-14%$4.0M$3.4M-$573.3K2026-10-22
Certior Financial Group, LLC
NEW66,565—+66,565——$3.4M—2026-10-19
Allworth Financial LP
INCREASED65,05364,996+57+0%$3.3M$3.3M+$2.9K2026-11-06
Charis Legacy Partners, LLC
DECREASED64,28369,740-5,457-8%$3.5M$3.2M-$272.2K2026-10-22
Spartan Planning & Wealth Management
NEW64,189—+64,189——$3.2M—2026-10-13
Fifth Third Bancorp
INCREASED60,90247,162+13,740+29%$2.4M$3.1M+$694.2K2026-11-05
Dhjj Financial Advisors, Ltd.
INCREASED60,28856,871+3,417+6%$2.9M$3.0M+$174.5K2026-10-23
Crestwood Advisors Group, LLC
DECREASED59,29263,576-4,284-7%$3.2M$3.0M-$213.3K2026-10-27
GatePass Capital, LLC
DECREASED57,20063,200-6,000-9%$3.2M$2.9M-$299.8K2026-11-09
Advisor OS, LLC
NEW54,173—+54,173——$2.7M—2026-11-03
PFG Advisors
INCREASED53,73651,359+2,377+5%$2.6M$2.7M+$121.8K2026-10-16
Portland Financial Advisors Inc
INCREASED53,66350,966+2,697+5%$2.6M$2.7M+$137.9K2026-10-26
Alliance Wealth Advisors, LLC
NEW53,088—+53,088——$2.7M—2026-10-28
Alpha Zero LLC
DECREASED52,72355,165-2,442-4%$2.8M$2.7M-$125.8K2026-11-06
Garrison Bradford & Associates Inc
DECREASED52,49567,425-14,930-22%$3.4M$2.6M-$749.6K2026-10-27
Fortis Group Advisors, LLC
INCREASED51,10148,319+2,782+6%$2.4M$2.6M+$142.6K2026-11-06
Private Trust Co NA
INCREASED50,49530,577+19,918+65%$1.5M$2.5M+$1.0M2026-10-20
F&V Capital Management, LLC
DECREASED50,40882,361-31,953-39%$4.1M$2.5K-$4.1M2026-10-19
Aspetuck Financial Management LLC
INCREASED50,31245,255+5,057+11%$2.3M$2.5M+$256.6K2026-11-04
Middleton & Co Inc
INCREASED50,08339,333+10,750+27%$2.0M$2.5M+$543.3K2026-10-23
Sowell Financial Services LLC
INCREASED49,00246,693+2,309+5%$2.4M$2.5M+$118.2K2026-10-23
Clear Point Advisors Inc.
INCREASED48,87233,597+15,275+45%$1.7M$2.5M+$771.0K2026-10-30
Fermata Advisors, LLC
DECREASED48,52850,944-2,416-5%$2.6M$2.4M-$119.7K2026-10-13
RFG Advisory, LLC
INCREASED48,30343,662+4,641+11%$2.2M$2.4M+$235.6K2026-11-03
Legacy Wealth Asset Management, LLC
INCREASED47,99642,252+5,744+14%$2.1M$2.4M+$291.1K2026-10-09
Nemes Rush Group LLC
DECREASED47,91749,304-1,387-3%$2.5M$2.4M-$67.9K2026-11-04
Mather Group, Llc.
INCREASED47,20940,078+7,131+18%$2.0M$2.4M+$361.0K2026-10-14
Independent Financial Group, LLC
DECREASED46,58054,985-8,405-15%$2.8M$2.3M-$421.3K2026-10-13
Tucker Asset Management LLC
INCREASED45,32343,283+2,040+5%$2.2M$2.3M+$104.5K2026-10-29
Sankala Group LLC
DECREASED44,71150,339-5,628-11%$2.5M$2.3M-$287.5K2026-11-09
Peck Wealth Management, LLC
DECREASED44,58990,481-45,892-51%$4.6M$2.2M-$2.3M2026-10-29
Granite Islands Private Wealth, LLC
INCREASED44,43139,523+4,908+12%$2.0M$2.2M+$248.9K2026-10-16
Impact Capital Partners LLC
INCREASED43,91143,906+5+0%$2.2M$2.2M+$2.0K2026-10-22
Cypress Capital Group
INCREASED42,90537,705+5,200+14%$1.9M$2.2M+$263.5K2026-11-03
Park Avenue Securities LLC
INCREASED42,50940,379+2,130+5%$2.0M$2.1K-$2.0M2026-10-26
Kane Co Wealth Management, Inc.
DECREASED42,32144,972-2,651-6%$2.3M$2.1M-$131.8K2026-11-04
Peak Financial Management, Inc.
NEW41,900—+41,900——$2.1M—2026-10-16
Compass Financial Services Inc
DECREASED41,41351,327-9,914-19%$2.6M$2.1M-$497.5K2026-11-06
Atria Investments, Inc
INCREASED40,60040,286+314+1%$2.0M$2.0M+$17.4K2026-10-15
Bernardo Wealth Planning LLC
INCREASED39,82220,856+18,966+91%$1.1M$2.0M+$956.6K2026-10-23
First Heartland Consultants, Inc.
INCREASED38,27930,944+7,335+24%$1.6M$1.9M+$370.8K2026-10-08
Eagle Strategies LLC
INCREASED37,99235,541+2,451+7%$1.8M$1.9M+$125.0K2026-10-16
IFS Advisors, LLC
INCREASED37,01336,381+632+2%$1.8M$1.9M+$33.3K2026-10-14
HF Advisory Group, LLC
INCREASED36,14433,560+2,584+8%$1.7M$1.8M+$131.6K2026-10-09
R2 Capital Strategies, LLC
INCREASED35,40929,540+5,869+20%$1.5M$1.8M+$296.9K2026-10-15
Integrated Advisors Network LLC
INCREASED33,40030,401+2,999+10%$1.5M$1.7M+$152.4K2026-10-20
Parisi Gray Wealth Management
DECREASED33,102329,772-296,670-90%$16.6M$16.8M+$181.0K2026-10-16
Northstar Group, Inc.
NEW32,595—+32,595——$1.6M—2026-11-10
Guidance Capital, Inc
INCREASED32,46432,019+445+1%$1.6M$1.6M+$21.8K2026-11-03
Partners Wealth Management, LLC
NEW32,315—+32,315——$1.6M—2026-10-28
Activest Wealth Management
INCREASED31,79026,028+5,762+22%$1.3M$1.6M+$291.4K2026-10-15
G&S Capital LLC
DECREASED31,57973,729-42,150-57%$3.7M$1.6M-$2.1M2026-10-23
Bdfs Capital LLC
DECREASED31,54432,327-783-2%$1.6M$1.6M-$38.2K2026-10-14
Caldwell Sutter Capital, Inc.
INCREASED31,06026,526+4,534+17%$1.3M$1.6M+$229.5K2026-11-09
Ashton Thomas Private Wealth, LLC
INCREASED31,01916,211+14,808+91%$816.2K$1.6M+$746.8K2026-11-03
Cynosure Group, LLC
NEW29,865—+29,865——$1.5M—2026-11-03
Defined Wealth Management, LLC
INCREASED29,38929,185+204+1%$1.5M$1.5M+$11.5K2026-10-19
Vericrest Private Wealth
INCREASED29,21727,406+1,811+7%$1.4M$1.5M+$92.4K2026-10-21
Northern Financial Advisors Inc
INCREASED29,03712,437+16,600+133%$626.2K$1.5M+$837.0K2026-10-29
FSA Wealth Partners, Inc.
INCREASED29,03228,869+163+1%$1.5M$1.5M+$9.4K2026-10-26
Oasis Advisors, LLC
NEW28,733—+28,733——$1.4M—2026-10-16
Integrated Capital Management, Inc.
DECREASED28,48134,001-5,520-16%$1.7M$1.4M-$276.8K2026-10-09
Flynn Zito Capital Management, LLC
INCREASED28,45427,502+952+3%$1.4M$1.4M+$49.1K2026-11-04
Avaii Wealth Management, LLC
INCREASED28,44827,928+520+2%$1.4M$1.4M+$27.6K2026-10-09
Herold Advisors, Inc.
DECREASED28,09829,446-1,348-5%$1.5M$1.4M-$67.2K2026-10-19
Choreo, LLC
INCREASED28,09828,007+91+0%$1.4M$1.4M+$5.7K2026-10-28
Comprehensive Financial Consultants Institutional, Inc.
INCREASED27,45927,268+191+1%$1.4M$1.4M+$10.7K2026-10-15
Lanark Financial, Inc.
INCREASED27,43125,995+1,436+6%$1.3M$1.4M+$73.4K2026-10-26
Brookstone Capital Management
INCREASED27,35924,491+2,868+12%$1.2M$1.4M+$145.5K2026-10-22
Strategic Blueprint, LLC
INCREASED27,29627,140+156+1%$1.4M$1.4M+$8.9K2026-10-22
XY Planning Network, Inc.
INCREASED26,63023,617+3,013+13%$1.2M$1.3M+$152.8K2026-10-14
Compound Planning, Inc.
DECREASED26,47527,664-1,189-4%$1.4M$1.3M-$58.8K2026-11-09
Integrity Wealth Advisors, Inc.
NEW26,350—+26,350——$1.3M—2026-10-29
Vicus Capital
INCREASED26,03022,850+3,180+14%$1.2M$1.3M+$161.1K2026-11-05
Advisory Solutions Group, LLC
INCREASED25,84724,323+1,524+6%$1.2M$1.3M+$77.8K2026-10-14
Collaborative Wealth Managment Inc.
DECREASED25,31231,399-6,087-19%$1.6M$1.3M-$305.5K2026-11-06
Access Investment Management LLC
NEW24,921—+24,921——$1.3M—2026-10-23
B. Riley Wealth Advisors, Inc.
DECREASED24,79925,160-361-1%$1.3M$1.2M-$16.9K2026-10-13
Flagstar Securities, Inc
INCREASED24,69718,165+6,532+36%$914.6K$1.2M+$329.9K2026-10-15
Professional Financial Advisors, LLC
INCREASED24,56210,511+14,051+134%$529.2K$1.2M+$708.5K2026-10-13
Guardian Asset Advisors, LLC
INCREASED24,1906,561+17,629+269%$330.4K$1.2M+$888.4K2026-10-16
Signature Estate & Investment Advisors LLC
INCREASED24,16424,152+12+0%$1.2M$1.2M+$1.6K2026-10-13
Quartz Partners, LLC
DECREASED24,15625,184-1,028-4%$1.3M$1.2M-$50.8K2026-11-03
MKT Advisors LLC
DECREASED23,22824,397-1,169-5%$1.2M$1.2M-$58.2K2026-10-20
Cravens & Co Advisors, LLC
DECREASED22,80323,278-475-2%$1.2M$1.1M-$23.0K2026-10-16
VestGen Advisors, LLC
INCREASED22,74915,592+7,157+46%$785.1K$1.1M+$361.2K2026-10-27
Texas Capital Bank Wealth Management Services Inc
INCREASED22,21522,005+210+1%$1.1M$1.1M+$11.5K2026-11-09
Segment Wealth Management, LLC
DECREASED22,13522,695-560-2%$1.1M$1.1M-$27.3K2026-10-26
Watchman Group, Inc.
DECREASED21,43523,339-1,904-8%$1.2M$1.1M-$95.0K2026-10-16
Kickstand Ventures, Llc.
INCREASED21,10918,368+2,741+15%$924.8K$1.1M+$138.9K2026-11-09
Cambiar Investors LLC
UNCHANGED20,90120,90100%$1.1M$1.1M+$8362026-11-04
Bouvel Investment Partners, LLC
NEW20,794—+20,794——$1.0M—2026-10-13
Nwam LLC
DECREASED20,46620,624-158-1%$1.0M$1.0M-$7.1K2026-11-09
W.H. Cornerstone Investments Inc.
INCREASED20,4458,183+12,262+150%$412.0K$1.0M+$618.2K2026-11-03
Wealth Advisory Solutions, LLC
NEW20,159—+20,159——$1.0M—2026-10-20
Marshall & Sterling Wealth Advisors Inc.
INCREASED20,04140+20,001+50003%$2.0K$1.0M+$1.0M2026-10-28
Turtle Creek Wealth Advisors, LLC
INCREASED19,76018,014+1,746+10%$907.0K$995.7K+$88.7K2026-10-15
Fortis Capital Advisors, LLC
INCREASED19,38314,168+5,215+37%$713.4K$976.7K+$263.4K2026-11-09
GFS Advisors, LLC
INCREASED19,13315,240+3,893+26%$90.9K$964.0K+$873.1K2026-11-03
Diversify Wealth Management, LLC
INCREASED19,10511,068+8,037+73%$559.0K$964.4K+$405.5K2026-10-20
Diversify Advisory Services, LLC
INCREASED19,10511,068+8,037+73%$559.0K$964.4K+$405.5K2026-10-20
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
INCREASED19,06010,661+8,399+79%$536.8K$960.4K+$423.7K2026-10-14
Retireful, LLC
INCREASED19,03217,568+1,464+8%$884.5K$959.0K+$74.5K2026-10-09
Three Magnolias Financial Advisors, LLC
INCREASED18,96814,261+4,707+33%$718.0K$955.8K+$237.8K2026-10-14
North Forty Two & Co.
DECREASED18,90023,040-4,140-18%$1.2M$952.4K-$207.7K2026-10-19
Addison Advisors LLC
DECREASED18,82219,548-726-4%$984.2K$948.4K-$35.8K2026-11-06
Krilogy Financial LLC
DECREASED18,50019,011-511-3%$957.2K$933.3K-$23.9K2026-10-13
Sheets Smith Wealth Management
DECREASED18,23120,696-2,465-12%$1.0M$918.7K-$123.4K2026-10-16
Simplicity Wealth,LLC
INCREASED18,20015,652+2,548+16%$788.1K$917.1K+$129.0K2026-10-23
Asset One Wealth Management LLC
NEW17,823—+17,823——$898.1K—2026-11-02
Almanack Investment Partners, Llc.
DECREASED17,72218,344-622-3%$923.6K$893.0K-$30.6K2026-11-03
Financial Network Wealth Advisors LLC
NEW17,240—+17,240——$868.7K—2026-10-28
Onyx Bridge Wealth Group LLC
DECREASED17,12331,603-14,480-46%$1.6M$862.8K-$728.4K2026-10-16
Financial & Tax Architects, LLC
INCREASED17,07911,338+5,741+51%$570.9K$860.6K+$289.7K2026-10-15
Money Concepts Capital Corp
INCREASED17,04214,993+2,049+14%$754.9K$858.7K+$103.8K2026-11-06
Archer Investment Corp
INCREASED16,95514,281+2,674+19%$719.0K$854.4K+$135.3K2026-11-05
WT Wealth Management
DECREASED16,647208,244-191,597-92%$10.5M$838.8K-$9.6M2026-10-13
ARK & TLK Investments, LLC
DECREASED16,47221,545-5,073-24%$1.1M$830.1K-$254.7K2026-10-20
Patten Group, Inc.
NEW16,410—+16,410——$826.9K—2026-10-26
Apollon Wealth Management, LLC
DECREASED16,27317,711-1,438-8%$891.8K$820.0K-$71.8K2026-10-23
Moors & Cabot, Inc.
DECREASED16,20117,149-948-6%$863.5K$816.4K-$47.1K2026-11-06
Wedbush Securities Inc
DECREASED16,04118,788-2,747-15%$946.0K$808-$945.2K2026-10-22
Euro Pacific Asset Management, LLC
DECREASED16,00030,471-14,471-47%$1.5M$806.2K-$727.8K2026-11-03
Sovran Advisors, LLC
INCREASED15,96410,231+5,733+56%$515.2K$804.4K+$289.2K2026-11-02
J.W. Cole Advisors, Inc.
INCREASED15,73111,747+3,984+34%$591.5K$792.7K+$201.2K2026-11-05
Robinson Smith Wealth Advisors LLC
INCREASED15,69514,409+1,286+9%$725.5K$790.9K+$65.4K2026-10-22
Opus Financial Solutions LLC
INCREASED15,44815,000+448+3%$755.2K$778.4K+$23.2K2026-11-06
First Premier Bank
INCREASED15,07914,368+711+5%$723$760+$372026-10-13
Avior Wealth Management, LLC
INCREASED14,77814,748+30+0%$742.6K$744.6K+$2.1K2026-10-13
Signal Advisors Wealth, LLC
INCREASED14,69711,658+3,039+26%$587.0K$740.6K+$153.6K2026-10-13
Gibbs Wealth Management
NEW14,416—+14,416——$726.4K—2026-10-22
Savant Capital, LLC
DECREASED14,23032,093-17,863-56%$1.6M$717.0K-$898.7K2026-11-06
Winebrenner Capital Management LLC
INCREASED14,08013,858+222+2%$697.8K$709.5K+$11.7K2026-10-07
Magnus Financial Group LLC
DECREASED14,07414,166-92-1%$713.3K$709.2K-$4.1K2026-10-21
Iams Wealth Management, LLC
NEW13,965—+13,965——$703.7K—2026-10-15
UMB Bank, n.a.
UNCHANGED13,96013,96000%$702.9K$703.4K+$5582026-11-06
Security Financial Services, Inc.
NEW13,758—+13,758——$693.3K—2026-10-29
GenWealth Group, Inc.
UNCHANGED13,50013,50000%$679.7K$680.3K+$5402026-10-16
Vigilare Wealth Management
DECREASED13,30989,201-75,892-85%$4.5M$670.7K-$3.8M2026-10-29
Carlton Hofferkamp & Jenks Wealth Management, LLC
DECREASED13,08313,145-620%$663.4K$660.7K-$2.7K2026-10-21
Demars Financial Group, LLC
UNCHANGED12,68312,68300%$638.6K$639.1K+$5072026-10-22
Trek Financial, LLC
DECREASED12,51812,564-460%$632.6K$630.8K-$1.8K2026-10-29
Laurel OAK Wealth Management, LLC
INCREASED12,34712,139+208+2%$611.2K$622.2K+$11.0K2026-10-19
Brighton Jones LLC
INCREASED12,00110,064+1,937+19%$506.7K$604.7K+$98.0K2026-11-03
Verus Capital Partners, LLC
INCREASED11,98511,035+950+9%$555.6K$603.9K+$48.3K2026-11-03
Advisor Resource Council
INCREASED11,98411,296+688+6%$569.1K$604.1K+$35.1K2026-11-05
Harbour Investments, Inc.
INCREASED11,9678,008+3,959+49%$403.2K$603.0K+$199.8K2026-11-09
Capital Advisors, Ltd. LLC
INCREASED11,89811,807+91+1%$594$600+$62026-10-27
NewSquare Capital LLC
INCREASED11,83111,741+90+1%$591.2K$596.2K+$5.0K2026-11-06
Root Financial Partners, LLC
DECREASED11,70411,741-370%$591.2K$589.8K-$1.4K2026-10-21
Stableford Capital II LLC
NEW11,617—+11,617——$585.4K—2026-10-09
Summa Corp.
INCREASED11,27011,030+240+2%$555.7K$567.9K+$12.2K2026-10-30
Cascade Investment Advisors, Inc.
INCREASED11,07410,219+855+8%$514.5K$558.0K+$43.5K2026-11-02
FIG Financial Advisory Services Inc
NEW11,062—+11,062——$557.4K—2026-10-07
Baldwin Wealth Partners LLC
INCREASED10,9565,015+5,941+118%$252.5K$552.1K+$299.6K2026-10-13
Oppenheimer & Co Inc
DECREASED10,78214,852-4,070-27%$747.8K$543.3K-$204.5K2026-10-26
CGN Advisors LLC
DECREASED10,63010,888-258-2%$548.2K$535.6K-$12.6K2026-10-21
Bright Futures Wealth Management, Llc.
NEW10,531—+10,531——$530.7K—2026-10-23
Sanchez Wealth Management Group
DECREASED10,093237,190-227,097-96%$11.9M$508.6K-$11.4M2026-11-02
Robertson Stephens Wealth Management, LLC
DECREASED9,69010,206-516-5%$513.9K$488.3K-$25.6K2026-10-16
Everett Harris & Co
DECREASED9,6009,900-300-3%$498.5K$483.7K-$14.7K2026-10-28
Midwest Financial Network, LLC
INCREASED9,5869,494+92+1%$478.0K$483.1K+$5.0K2026-10-13
Core Wealth Partners LLC
DECREASED9,51111,230-1,719-15%$565.4K$479.3K-$86.1K2026-11-02
TopTier Wealth Management, LLC
DECREASED9,43211,148-1,716-15%$561.3K$475.3K-$86.0K2026-10-16
Fiduciary Alliance LLC
DECREASED9,41619,100-9,684-51%$961.7K$474.5K-$487.2K2026-10-13
Balboa Wealth Partners
NEW9,324—+9,324——$469.8K—2026-10-20
CogentBlue Wealth Advisors, LLC
INCREASED9,1716,664+2,507+38%$335.5K$462.1K+$126.6K2026-10-09
Embree Financial Group
INCREASED8,8954,704+4,191+89%$236.9K$448.2K+$211.3K2026-10-22
Optivise Advisory Services LLC
DECREASED8,67137,665-28,994-77%$1.9M$436.9K-$1.5M2026-10-19
Trademark Financial Management, LLC
DECREASED8,6479,288-641-7%$467.7K$435.7K-$32.0K2026-10-23
Prairie Advisory, LLC
INCREASED8,6204,301+4,319+100%$216.6K$434.3K+$217.8K2026-10-19
Berkshire Money Management, Inc.
NEW8,255—+8,255——$416.0K—2026-10-21
WealthPoint Financial, LLC
INCREASED8,2388,056+182+2%$405.6K$415.1K+$9.5K2026-11-03
Bank of Montreal
INCREASED8,1001,800+6,300+350%$90.6K$408.2K+$317.5K2026-11-09
AlphaStar Capital Management, LLC
DECREASED8,0278,964-937-10%$451.3K$404.5K-$46.9K2026-10-16
Triad Wealth Partners, LLC
DECREASED7,9298,140-211-3%$410.2K$399.5K-$10.6K2026-10-26
National Wealth Management Group, LLC
DECREASED7,89047,288-39,398-83%$2.4M$397.6K-$2.0M2026-10-26
Park Edge Advisors, LLC
DECREASED7,7569,879-2,123-21%$497.4K$390.8K-$106.6K2026-10-28
Prevail Innovative Wealth Advisors, LLC
INCREASED7,6425,444+2,198+40%$274.1K$385.3K+$111.2K2026-10-20
Hartline Investment Corp/
NEW7,285—+7,285——$367.1K—2026-10-29
Whalen Wealth Management Inc.
DECREASED7,2577,779-522-7%$391.7K$365.7K-$26.0K2026-10-08
Creative Financial Designs Inc
INCREASED7,1492,495+4,654+187%$125.6K$360.2K+$234.6K2026-11-04
Cypress Wealth Services, LLC
INCREASED7,0235,724+1,299+23%$288.2K$354.0K+$65.8K2026-10-21
Annex Advisory Services, LLC
DECREASED6,9907,685-695-9%$387.0K$352.2K-$34.7K2026-10-16
SeaCrest Wealth Management, LLC
NEW6,853—+6,853——$345.3K—2026-10-21
Chicago Partners Investment Group LLC
INCREASED6,5954,018+2,577+64%$202.8K$333.2K+$130.4K2026-10-27
Harbour Capital Advisors, LLC
UNCHANGED6,4006,40000%$322.6K$322.5K-$1282026-10-13
Tidemark, LLC
INCREASED6,363249+6,114+2455%$12.5K$320.6K+$308.1K2026-11-09
MTM Investment Management, LLC
DECREASED6,3376,433-96-1%$323.9K$319.3K-$4.6K2026-10-30
Private Client Services, LLC
NEW6,250—+6,250——$314.9K—2026-10-02
Zega Investments, LLC
DECREASED6,1937,190-997-14%$362.0K$312.1K-$50.0K2026-11-04
TD Waterhouse Canada Inc.
INCREASED6,1655,885+280+5%$296.3K$310.7K+$14.3K2026-10-16
ASL Financial, LLC
DECREASED6,08519,285-13,200-68%$971.0K$306.6K-$664.4K2026-10-15
Ballast Rock Private Wealth LLC
UNCHANGED6,0006,00000%$302.1K$302.3K+$2402026-10-26
Nuveen, LLC
NEW5,972—+5,972——$300.9K—2026-11-10
LifeWealth Investments, LLC
DECREASED5,9546,362-408-6%$320.3K$300.0K-$20.3K2026-10-21
Nvest Wealth Strategies, Inc.
INCREASED5,7894,188+1,601+38%$210.9K$291.7K+$80.8K2026-10-14
Dynamic Advisor Solutions LLC
DECREASED5,7727,811-2,039-26%$393.3K$290.9K-$102.4K2026-10-13
Sage Private Wealth Group, LLC
INCREASED5,7694,783+986+21%$240.8K$290.7K+$49.9K2026-10-21
Patton Albertson Miller Group, LLC
UNCHANGED5,6005,60000%$282.0K$282.2K+$2242026-10-26
Avestar Capital, LLC
DECREASED5,55934,731-29,172-84%$1.7M$280.1K-$1.5M2026-10-28
South Shore Capital Advisors
NEW5,555—+5,555——$279.9K—2026-10-20
Blue Trust, Inc.
DECREASED5,4786,021-543-9%$303.2K$276.0K-$27.1K2026-10-15
Barnes Wealth Management Group, Inc
INCREASED5,4215,400+21+0%$271.9K$273.2K+$1.2K2026-11-09
Luts & Greenleigh Group, Inc.
UNCHANGED5,3985,39800%$271.8K$272.0K+$2162026-11-05
Weaver Consulting Group
DECREASED5,3445,426-82-2%$273.2K$269.3K-$3.9K2026-10-07
Insight Wealth Strategies, LLC
DECREASED5,21010,106-4,896-48%$508.9K$262.5K-$246.4K2026-10-09
Ehrlich Financial Group
NEW5,196—+5,196——$261.8K—2026-10-20
Altus Wealth Group LLC
INCREASED5,0895,047+42+1%$254.1K$256.4K+$2.3K2026-10-20
Simon Quick Advisors, LLC
UNCHANGED5,0335,03300%$253.4K$253.6K+$2012026-10-26
Financial Guidance Group, Inc.
NEW5,005—+5,005——$252.2K—2026-10-21
Frontier Asset Management, LLC
DECREASED4,7845,538-754-14%$278.9K$241.1K-$37.8K2026-10-28
Riverchase Wealth Management, LLC
INCREASED4,7194,652+67+1%$234.2K$237.8K+$3.6K2026-10-28
Walkner Condon Financial Advisors LLC
UNCHANGED4,6344,63400%$233.3K$233.5K+$1852026-11-02
Valtinson Bruner Financial Planning LLC
UNCHANGED4,5744,57400%$230.3K$230.5K+$1832026-11-02
Sawgrass Asset Management LLC
NEW4,415—+4,415——$222.5K—2026-11-03
Thrive Capital Management, LLC
NEW4,393—+4,393——$221.4K—2026-10-28
Vilga Financial Planning LLC
UNCHANGED4,3764,37600%$220.3K$220.5K+$1752026-10-09
Dorval Corp
DECREASED4,2554,386-131-3%$220.9K$214.4K-$6.4K2026-10-29
Apella Capital, LLC
DECREASED4,1575,431-1,274-23%$273.7K$209.6K-$64.1K2026-10-08
Balefire, LLC
DECREASED4,1074,233-126-3%$213.1K$207.0K-$6.2K2026-10-09
Prosperity Financial Group, Inc.
NEW4,087—+4,087——$205.9K—2026-10-29
Tortoise Investment Management, LLC
UNCHANGED4,0004,00000%$201.4K$201.6K+$1602026-11-06
Acumen Wealth Advisors, LLC
DECREASED3,7898,465-4,676-55%$426.2K$190.9K-$235.3K2026-11-05
Trust Co of Vermont
NEW2,543—+2,543——$128.1K—2026-10-21
Provenance Wealth Advisors, LLC
NEW2,505—+2,505——$126.2K—2026-10-30
Founders Financial Alliance, LLC
DECREASED2,4202,477-57-2%$124.7K$121.9K-$2.8K2026-11-10
Central Trust Co
UNCHANGED2,4162,41600%$121.6K$121.7K+$972026-11-05
Atlas Capital Advisors Inc.
UNCHANGED2,3782,37800%$119.7K$49.5K-$70.2K2026-11-09
PNC Financial Services Group, Inc.
NEW2,193—+2,193——$110.5K—2026-11-06
EPG Wealth Management LLC
INCREASED1,7211,705+16+1%$85.8K$86.7K+$8872026-11-03
IAG Wealth Partners, LLC
DECREASED1,5672,040-473-23%$102.7K$79.0K-$23.7K2026-11-06
US Bancorp \de\
DECREASED1,3022,037-735-36%$102.6K$65.6K-$37.0K2026-11-05
Wealth Enhancement Trust Services, Inc.
NEW1,275—+1,275——$64.2K—2026-10-07
CoreCap Advisors, LLC
DECREASED1,2711,291-20-2%$65.0K$64.0K-$9562026-10-08
First Horizon Corp
UNCHANGED1,2531,25300%$63.1K$63.1K+$502026-10-26
CX Institutional
UNCHANGED1,2501,25000%$63$63$02026-10-02
Tradewinds Capital Management, LLC
NEW1,249—+1,249——$62.9K—2026-10-23
Parkside Financial Bank & Trust
UNCHANGED1,2001,20000%$60.4K$60.5K+$482026-10-27
NBH Bank
UNCHANGED1,1981,19800%$60.3K$60.4K+$482026-11-05
GK Wealth Management LLC
NEW927—+927——$46.7K—2026-10-09
PMV Capital Advisers, LLC
NEW849—+849——$42.8K—2026-11-09
Rossby Financial, LCC
INCREASED6461+645+64500%$50$32.6K+$32.5K2026-11-05
Fairman Group, LLC
UNCHANGED59059000%$29.7K$29.7K+$232026-10-26
City Holding Co
NEW524—+524——$26.4K—2026-10-19
Jacobi Capital Management LLC
NEW508—+508——$25.6K—2026-11-05
DeDora Capital, Inc.
NEW456—+456——$23.0K—2026-10-26
Downshift Financial, LLC
NEW405—+405——$20.4K—2026-10-13
Covestor Ltd
INCREASED336328+8+2%$17$17$02026-10-30
Silver Grove Financial Group, Inc.
INCREASED322149+173+116%$7.5K$16.2K+$8.7K2026-11-05
GHP Investment Advisors, Inc.
UNCHANGED31831800%$16.0K$16.0K+$132026-10-15
Gables Capital Management Inc.
UNCHANGED30030000%$15.1K$15.1K+$122026-11-04
1620 Investment Advisors, Inc.
UNCHANGED28228200%$14.2K$14.2K+$112026-11-04
TD Private Client Wealth LLC
INCREASED183122+61+50%$6.1K$9.2K+$3.1K2026-10-28
Buck Wealth Strategies, LLC
INCREASED177175+2+1%$8.8K$8.9K+$912026-10-28
Trust Co
UNCHANGED17617600%$8.9K$8.9K+$72026-10-09
Cherry Tree Wealth Management, LLC
INCREASED15899+59+60%$5.0K$8.0K+$3.0K2026-10-15
Trust Co of Toledo NA
UNCHANGED13313300%$6.7K$6.7K+$52026-10-16
Nfsg Corp
UNCHANGED11911900%$6.0K$6.0K+$42026-10-15
Cedar Mountain Advisors, LLC
UNCHANGED888800%$4.4K$4.4K+$32026-10-15
Triumph Capital Management
UNCHANGED858500%$4.3K$4.3K+$32026-10-14
Pinnacle Wealth Planning Services, Inc.
UNCHANGED565600%$2.8K$2.8K+$22026-10-27
Main Street Group, LTD
UNCHANGED373700%$1.9K$1.9K+$12026-10-28
Spurstone Advisory Services, LLC
UNCHANGED111100%$554$554$02026-11-02
Planning Strategies Inc.
UNCHANGED101000%$504$504$02026-10-02
Allspring Global Investments Holdings, LLC
NEW1—+1——$50—2026-11-04
Elevation Point Wealth Partners, LLC
CLOSED0592,455-592,455-100%$29.8M$0-$29.8M2026-11-05
Fiera Capital Corp
CLOSED030,525-30,525-100%$1.5M$0-$1.5M2026-11-06
Continuum Wealth Advisors, LLC
CLOSED022,580-22,580-100%$1.1M$0-$1.1M2026-10-20
RPS Advisory Solutions LLC
CLOSED010,042-10,042-100%$505.6K$0-$505.6K2026-11-09
International Assets Investment Management, LLC
CLOSED09,352-9,352-100%$470.9K$0-$470.9K2026-11-02
Heck Capital Advisors, LLC
CLOSED07,941-7,941-100%$399.8K$0-$399.8K2026-10-14
Mainsail Asset Management, LLC
CLOSED05,697-5,697-100%$287.5K$0-$287.5K2026-10-14
Argent Trust Co
CLOSED05,184-5,184-100%$261.0K$0-$261.0K2026-11-09
Perigon Wealth Management, LLC
CLOSED04,988-4,988-100%$251.2K$0-$251.2K2026-10-22
Quantify Chaos Advisors, LLC
CLOSED04,895-4,895-100%$246.5K$0-$246.5K2026-11-04
DeLarme Wealth Management, Inc.
CLOSED04,701-4,701-100%$236.7K$0-$236.7K2026-10-30
Alessandra Capital Management, LLC
CLOSED04,700-4,700-100%$236.6K$0-$236.6K2026-10-30
Lowe Brockenbrough & Co Inc
CLOSED04,160-4,160-100%$209.5K$0-$209.5K2026-11-09
Russell Investments Group, Ltd.
CLOSED01,511-1,511-100%$76.1K$0-$76.1K2026-11-06
Spire Wealth Management
CLOSED01,300-1,300-100%$65.5K$0-$65.5K2026-10-30
Caldwell Trust Co
CLOSED01,100-1,100-100%$55.4K$0-$55.4K2026-10-30
Cornerstone Planning Group LLC
CLOSED01,051-1,051-100%$53.1K$0-$53.1K2026-10-16
Plante Moran Financial Advisors, LLC
CLOSED0923-923-100%$46.5K$0-$46.5K2026-11-04
Chung Wu Investment Group, LLC
CLOSED0500-500-100%$25.2K$0-$25.2K2026-11-03
Kingdom Financial Group Llc.
CLOSED0368-368-100%$18.5K$0-$18.5K2026-11-04
Vermillion Wealth Management, Inc.
CLOSED0338-338-100%$17.0K$0-$17.0K2026-10-26
Avion Wealth
CLOSED0300-300-100%$15.0K$0-$15.0K2026-11-04
Institute for Wealth Management, Llc.
CLOSED0250-250-100%$12.6K$0-$12.6K2026-11-06
Key Capital Management, Inc
CLOSED0226-226-100%$11.4K$0-$11.4K2026-11-03
Davis Capital Management
CLOSED0195-195-100%$9.8K$0-$9.8K2026-10-08
SouthState Bank Corp
CLOSED0141-141-100%$7.1K$0-$7.1K2026-11-09
Fortitude Family Office, LLC
CLOSED0110-110-100%$5.5K$0-$5.5K2026-10-14
Tsfg, LLC
CLOSED0103-103-100%$5$0-$52026-10-23
Oakworth Capital, Inc.
CLOSED069-69-100%$3.5K$0-$3.5K2026-10-26
MCF Advisors LLC
CLOSED011-11-100%$554$0-$5542026-10-28
Smallwood Wealth Investment Management, LLC
CLOSED01-1-100%$50$0-$502026-10-30
Morgan Stanley
N/A—17,156,947-17,156,947-100%$863.9M———
Bank of America Corp
N/A—14,460,849-14,460,849-100%$728.1M———
Summit Trail Advisors, LLC
N/A—11,284,922-11,284,922-100%$568.2M———
NewEdge Wealth, LLC
N/A—11,099,477-11,099,477-100%$558.9M———
Raymond James Financial Inc
N/A—6,825,052-6,825,052-100%$343.6M———
UBS Group AG
N/A—5,364,589-5,364,589-100%$270.1M———
Captrust Financial Advisors
N/A—4,373,842-4,373,842-100%$220.2M———
Ameriprise Financial Inc
N/A—4,316,500-4,316,500-100%$218.7M———
Wells Fargo & Company
N/A—3,979,574-3,979,574-100%$200.4M———
Royal Bank of Canada
N/A—2,921,694-2,921,694-100%$147.1M———
Serenus Wealth Advisors, LLC
N/A—2,424,914-2,424,914-100%$122.1M———
Cetera Investment Advisers
N/A—1,788,259-1,788,259-100%$90.0M———
Osaic Holdings, Inc.
N/A—1,755,340-1,755,340-100%$88.4M———
Rockefeller Capital Management L.P.
N/A—1,579,027-1,579,027-100%$79.5M———
Private Advisor Group, LLC
N/A—1,567,010-1,567,010-100%$78.9M———
IHT Wealth Management, LLC
N/A—1,368,150-1,368,150-100%$68.9M———
Stifel Financial Corp
N/A—1,235,653-1,235,653-100%$62.2M———
Knightsbridge Asset Management, LLC
N/A—1,163,721-1,163,721-100%$58.6M———
Envestnet Asset Management Inc
N/A—1,157,916-1,157,916-100%$58.3M———
Steward Partners Investment Advisory, LLC
N/A—1,059,710-1,059,710-100%$53.4M———
JPMorgan Chase & Co
N/A—962,273-962,273-100%$48.4M———
Blair William & Co
N/A—848,836-848,836-100%$42.7M———
NewEdge Advisors, LLC
N/A—838,877-838,877-100%$42.2M———
Ausdal Financial Partners, Inc.
N/A—828,455-828,455-100%$41.7M———
Vertex Planning Partners, LLC
N/A—774,263-774,263-100%$39.0M———
Global Retirement Partners, LLC
N/A—761,225-761,225-100%$38.3M———
Northwestern Mutual Wealth Management Co
N/A—734,712-734,712-100%$37.0M———
Arkadios Wealth Advisors
N/A—691,329-691,329-100%$34.8M———
Bluespring Wealth Management, LLC
N/A—671,099-671,099-100%$33.8M———
Inspire Advisors, LLC
N/A—649,557-649,557-100%$32.7M———
Cresset Asset Management, LLC
N/A—641,598-641,598-100%$32.3M———
Vestmark Advisory Solutions, Inc.
N/A—607,410-607,410-100%$30.6M———
Wealthspire Advisors, LLC
N/A—580,812-580,812-100%$29.2M———
&partners
N/A—527,440-527,440-100%$26.6M———
Uniplan Investment Counsel, Inc.
N/A—523,452-523,452-100%$26.4M———
Hollencrest Capital Management
N/A—511,767-511,767-100%$25.8M———
Gladstone Institutional Advisory LLC
N/A—492,844-492,844-100%$24.8M———
Kayne Anderson Rudnick Investment Management LLC
N/A—453,801-453,801-100%$22.9M———
Webster Bank, N. A.
N/A—442,556-442,556-100%$22.3M———
Mercer Global Advisors Inc
N/A—437,940-437,940-100%$22.1M———
Jones Financial Companies Lllp
N/A—422,438-422,438-100%$21.3M———
Sanctuary Advisors, LLC
N/A—400,364-400,364-100%$20.2M———
Aptus Capital Advisors, LLC
N/A—393,773-393,773-100%$19.8M———
Sykon Capital LLC
N/A—384,381-384,381-100%$19.4M———
Bank of Nova Scotia
N/A—383,932-383,932-100%$19.5M———
Exit Wealth Advisors, Llc.
N/A—376,007-376,007-100%$18.9M———
WCG Wealth Advisors LLC
N/A—363,513-363,513-100%$18.3M———
MML Investors Services, LLC
N/A—359,103-359,103-100%$18.1M———
Mariner, LLC
N/A—358,522-358,522-100%$18.1M———
Ankerstar Wealth, LLC
N/A—332,805-332,805-100%$16.8M———
Eaton Financial Holdings Company, LLC
N/A—318,326-318,326-100%$16.0M———
Napier Financial, LLC
N/A—311,012-311,012-100%$15.7M———
Keebeck Wealth Management
N/A—304,210-304,210-100%$15.3M———
Modern Wealth Management, LLC
N/A—303,170-303,170-100%$15.3M———
Guardian Wealth Advisors, LLC / NC
N/A—280,466-280,466-100%$14.1M———
Permanent Capital Management, LP
N/A—278,781-278,781-100%$14.0M———
MAI Capital Management
N/A—267,266-267,266-100%$13.5M———
Summit Financial, LLC
N/A—263,368-263,368-100%$13.3M———
Mason & Associates Inc
N/A—238,592-238,592-100%$12.0M———
Calton & Associates, Inc.
N/A—231,578-231,578-100%$11.7M———
Cary Street Partners Financial LLC
N/A—230,735-230,735-100%$11.6M———
Baird Financial Group, Inc.
N/A—225,044-225,044-100%$11.3M———
Columbia River Financial Group, LLC
N/A—215,067-215,067-100%$10.8M———
BlackDiamond Wealth Management, LLC
N/A—201,126-201,126-100%$10.1M———
Healthcare of Ontario Pension Plan Trust Fund
N/A—200,000-200,000-100%$10.1M———
Quantinno Capital Management LP
N/A—194,477-194,477-100%$9.8M———
United Capital Financial Advisors, LLC
N/A—180,957-180,957-100%$9.1M———
Equitable Holdings, Inc.
N/A—170,512-170,512-100%$8.6M———
Viaable, LLC
N/A—165,805-165,805-100%$8.3M———
Cerity Partners LLC
N/A—165,540-165,540-100%$8.3M———
Pallas Capital Advisors LLC
N/A—150,312-150,312-100%$7.6M———
Advisory Services Network, LLC
N/A—147,255-147,255-100%$7.4M———
Kingsview Wealth Management, LLC
N/A—136,174-136,174-100%$6.9M———
Focus Partners Wealth
N/A—123,686-123,686-100%$6.2M———
Capital Analysts, LLC
N/A—121,641-121,641-100%$6.1M———
BFC Planning, Inc.
N/A—118,208-118,208-100%$6.0M———
Stratos Wealth Partners, Ltd.
N/A—117,526-117,526-100%$5.9M———
Stephens Inc
N/A—116,500-116,500-100%$5.9M———
Argo Wealth Advisory, LLC
N/A—116,288-116,288-100%$5.9M———
Stratos Wealth Advisors, LLC
N/A—111,966-111,966-100%$5.6M———
Second Line Capital, LLC
N/A—111,437-111,437-100%$5.6M———
Goldman Sachs Group Inc
N/A—111,007-111,007-100%$5.6M———
Ameritas Advisory Services, LLC
N/A—107,950-107,950-100%$5.4M———
CIM, LLC
N/A—92,422-92,422-100%$4.7M———
Astoria Portfolio Advisors Llc.
N/A—85,263-85,263-100%$4.3M———
JT Stratford LLC
N/A—80,179-80,179-100%$4.0M———
Ellevest, Inc.
N/A—79,940-79,940-100%$4.0M———
Pasadena Private Wealth, LLC
N/A—74,330-74,330-100%$3.7M———
Bravias Capital Group, LLC
N/A—71,356-71,356-100%$3.6M———
Centaurus Financial, Inc.
N/A—70,648-70,648-100%$3.6M———
Janney Montgomery Scott LLC
N/A—69,632-69,632-100%$3.5M———
Cascades Capital Asset Management, LLC
N/A—67,224-67,224-100%$3.4M———
Foundations Investment Advisors, LLC
N/A—65,229-65,229-100%$3.3M———
Venturi Wealth Management, LLC
N/A—65,051-65,051-100%$3.3M———
Vantage Point Financial LLC
N/A—64,097-64,097-100%$3.2M———
CreativeOne Wealth, LLC
N/A—63,295-63,295-100%$3.2M———
Ethos Financial Group, LLC
N/A—63,170-63,170-100%$3.2M———
Forefront Wealth Partners, LLC
N/A—62,051-62,051-100%$3.1M———
OakTrust Wealth Advisors, LLC
N/A—61,269-61,269-100%$3.1M———
Waverly Advisors, LLC
N/A—60,924-60,924-100%$3.1M———
Gateway Wealth Partners, LLC
N/A—60,116-60,116-100%$3.0M———
Beacon Pointe Advisors, LLC
N/A—60,000-60,000-100%$3.0M———
TD Capital Management LLC
N/A—58,030-58,030-100%$2.9M———
Kintra Wealth, LLC
N/A—57,980-57,980-100%$2.9M———
Integrated Wealth Concepts LLC
N/A—54,938-54,938-100%$2.8M———
Orion Porfolio Solutions, LLC
N/A—54,787-54,787-100%$2.8M———
Strategic Wealth Partners, Ltd.
N/A—53,314-53,314-100%$2.7M———
Smart Money Group LLC
N/A—52,340-52,340-100%$2.6M———
NorthRock Partners, LLC
N/A—52,172-52,172-100%$2.6M———
Transamerica Financial Advisors, LLC
N/A—50,139-50,139-100%$2.5M———
Sfmg, LLC
N/A—49,340-49,340-100%$2.5M———
AE Wealth Management LLC
N/A—46,307-46,307-100%$2.3M———
Manhattan West Asset Management, LLC
N/A—42,513-42,513-100%$2.1M———
GTS Financial, LLC
N/A—42,372-42,372-100%$2.1M———
Westmount Partners, LLC
N/A—42,208-42,208-100%$2.1M———
AQR Capital Management LLC
N/A—41,593-41,593-100%$2.1M———
Smartleaf Asset Management LLC
N/A—41,428-41,428-100%$2.1M———
Wescap Management Group, Inc.
N/A—40,461-40,461-100%$2.0M———
Denver Wealth Management, Inc.
N/A—38,312-38,312-100%$1.9M———
Cahill Financial Advisors Inc
N/A—35,412-35,412-100%$1.8M———
Trustmark Bank Trust Department
N/A—33,483-33,483-100%$1.7M———
PFG Investments, LLC
N/A—30,450-30,450-100%$1.5M———
World Investment Advisors
N/A—29,187-29,187-100%$1.5M———
Resurgent Financial Advisors LLC
N/A—28,306-28,306-100%$1.4M———
Sierra Capital LLC
N/A—28,010-28,010-100%$1.4M———
Authentikos Wealth Advisory, LLC
N/A—27,831-27,831-100%$1.4M———
Berger Financial Group, Inc
N/A—27,564-27,564-100%$1.4M———
Ascent Advisors, LLC
N/A—27,473-27,473-100%$1.4M———
Comprehensive Money Management Services LLC
N/A—26,775-26,775-100%$1.3M———
Gotham Asset Management, LLC
N/A—26,337-26,337-100%$1.3M———
LaSalle St. Investment Advisors, LLC
N/A—25,965-25,965-100%$1.3M———
Sovereign Financial Group, Inc.
N/A—24,758-24,758-100%$1.2M———
Ruggiero Investments, Inc.
N/A—24,583-24,583-100%$1.2M———
Prestige Wealth Management Group LLC
N/A—24,258-24,258-100%$1.2M———
LWM Advisory Services, LLC
N/A—24,153-24,153-100%$1.2M———
OneAscent Wealth Management LLC
N/A—23,967-23,967-100%$1.2M———
PeakShares LLC
N/A—23,250-23,250-100%$1.2M———
Kovack Advisors, Inc.
N/A—22,899-22,899-100%$1.2M———
Envestnet Portfolio Solutions, Inc.
N/A—21,935-21,935-100%$1.1M———
Keating Financial Advisory Services, Inc.
N/A—21,889-21,889-100%$1.1M———
EP Wealth Advisors, LLC
N/A—21,430-21,430-100%$1.1M———
Adalta Capital Management LLC
N/A—21,395-21,395-100%$1.1M———
Northern Trust Corp
N/A—20,621-20,621-100%$1.0M———
Mutual Advisors, LLC
N/A—18,807-18,807-100%$947.0K———
Prelude Capital Management, LLC
N/A—18,000-18,000-100%$906.3K———
Jaffetilchin Investment Partners, LLC
N/A—17,760-17,760-100%$894.2K———
National Philanthropic Trust
N/A—17,402-17,402-100%$876.2K———
Betterment LLC
N/A—16,015-16,015-100%$806.0K———
Hamilton Wealth, LLC
N/A—15,561-15,561-100%$783.5K———
OneAscent Financial Services LLC
N/A—15,103-15,103-100%$760.4K———
Sequoia Financial Advisors, LLC
N/A—14,657-14,657-100%$738.0K———
Jane Street Group, LLC
N/A—14,619-14,619-100%$736.1K———
Focus Partners Advisor Solutions, LLC
N/A—14,537-14,537-100%$731.9K———
IEQ Capital, LLC
N/A—14,127-14,127-100%$711.3K———
Snowden Capital Advisors LLC
N/A—12,045-12,045-100%$606.5K———
Bank of Marin
N/A—11,516-11,516-100%$579.8K———
Retirement Capital Strategies
N/A—11,161-11,161-100%$562.0K———
Adar1 Capital Management, LLC
N/A—10,000-10,000-100%$503.5K———
Prudent Investors Network, Inc.
N/A—9,936-9,936-100%$500.3K———
Roundview Capital LLC
N/A—9,900-9,900-100%$498.5K———
Essex Financial Services, Inc.
N/A—9,682-9,682-100%$487.5K———
Wealth Management Associates, Inc.
N/A—9,682-9,682-100%$487.5K———
17 Capital Partners, LLC
N/A—9,197-9,197-100%$463.1K———
Fidelis Capital Partners, LLC
N/A—9,045-9,045-100%$455.4K———
Evernest Financial Advisors, LLC
N/A—8,868-8,868-100%$446.5K———
Bristlecone Value Partners, LLC
N/A—8,683-8,683-100%$437.2K———
Pathstone Holdings, LLC
N/A—8,495-8,495-100%$427.7K———
Strategic Financial Concepts, LLC
N/A—8,462-8,462-100%$426.1K———
Whittier Trust Co of Nevada Inc
N/A—8,415-8,415-100%$424.1K———
Advyzon Investment Management, LLC
N/A—8,283-8,283-100%$417.0K———
FMR LLC
N/A—8,262-8,262-100%$416.0K———
Mrwm Advisors, LLC
N/A—8,005-8,005-100%$403.1K———
Financial Engines Advisors L.L.C.
N/A—6,695-6,695-100%$337.1K———
Composition Wealth, LLC
N/A—6,302-6,302-100%$317.3K———
Guggenheim Capital LLC
N/A—5,767-5,767-100%$290.4K———
Verity Wealth Advisors
N/A—5,267-5,267-100%$265.2K———
Johnson Investment Counsel Inc
N/A—5,237-5,237-100%$263.7K———
L & S Advisors Inc
N/A—5,000-5,000-100%$251.8K———
Savvy Advisors, Inc.
N/A—4,861-4,861-100%$244.8K———
January Capital Advisors LLC
N/A—4,350-4,350-100%$219.0K———
HFG Advisors, Inc.
N/A—4,262-4,262-100%$214.6K———
Johnson Financial Group, Inc.
N/A—3,697-3,697-100%$186.1K———
National Bank of Canada
N/A—3,168-3,168-100%$159.5K———
Main Management LLC
N/A—2,814-2,814-100%$142.0K———
GeoWealth Management, LLC
N/A—2,119-2,119-100%$106.7K———
SHP Wealth Management
N/A—2,052-2,052-100%$103.3K———
Allied Private Wealth LLC
N/A—1,532-1,532-100%$77.2K———
BlackRock, Inc.
N/A—1,072-1,072-100%$54.0K———
UBS Asset Management Americas LLC
N/A—914-914-100%$46.0K———
Fourth Dimension Wealth, LLC
N/A—902-902-100%$45.4K———
JPL Wealth Management, LLC
N/A—631-631-100%$31.8K———
Atlantic Union Bankshares Corp
N/A—630-630-100%$31.7K———
Investment Counsel Co of Nevada
N/A—579-579-100%$29.2K———
Luminist Capital LLC
N/A—568-568-100%$28.6K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—495-495-100%$24.9K———
Cbiz Investment Advisory Services, LLC
N/A—455-455-100%$22.9K———
Synergy Investment Management, LLC
N/A—388-388-100%$19.5K———
Aventura Private Wealth, LLC
N/A—306-306-100%$15.4K———
Arax Advisory Partners
N/A—148-148-100%$7.4K———
Bernard Wealth Management Corp.
N/A—134-134-100%$6.7K———
Huntington National Bank
N/A—132-132-100%$6.6K———
CVA Family Office, LLC
N/A—125-125-100%$6.3K———
Franklin Resources Inc
N/A—75-75-100%$3.8K———
Glen Eagle Advisors, LLC
N/A—57-57-100%$2.9K———
Wellington-Altus USA Inc.
N/A—54-54-100%$2.7K———
Medallion Wealth Advisors, LLC
N/A—45-45-100%$2.3K———
Rothschild Investment LLC
N/A—14-14-100%$705———
Vanguard Advisers Inc
N/A—13-13-100%$666———
Showing 673 of 673 institutions