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Freedom 100 Emeging Mrkt ETF (FRDM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Retirement Planning Group, LLC
INCREASED
Shares2,685,929 from 2,644,118
Change+41,811 (+2%)
Value$187.9M (-$4.8M)
Filed 2026-10-19
Willis Johnson Wealth, Inc.
INCREASED
Shares798,319 from 787,203
Change+11,116 (+1%)
Value$55.9M (-$1.5M)
Filed 2026-11-03
Tanglewood Wealth Management, Inc.
DECREASED
Shares716,598 from 795,880
Change-79,282 (-10%)
Value$50.1M (-$7.9M)
Filed 2026-10-23
Heck Capital Advisors, LLC
INCREASED
Shares572,440 from 555,714
Change+16,726 (+3%)
Value$40.0M (-$534.4K)
Filed 2026-10-14
Kestra Advisory Services, LLC
INCREASED
Shares545,801 from 477,013
Change+68,788 (+14%)
Value$38.2M (+$3.4M)
Filed 2026-11-02
Kathmere Capital Management, LLC
INCREASED
Shares483,452 from 445,746
Change+37,706 (+8%)
Value$33.8M (+$1.3M)
Filed 2026-10-20
Coyle Financial Counsel LLC
DECREASED
Shares467,795 from 576,703
Change-108,908 (-19%)
Value$32.7M (-$9.3M)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares334,097 from 280,904
Change+53,193 (+19%)
Value$23.4M (+$2.9M)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares328,480 from 323,223
Change+5,257 (+2%)
Value$23.0M (-$582.5K)
Filed 2026-11-02
First Heartland Consultants, Inc.
DECREASED
Shares319,257 from 335,216
Change-15,959 (-5%)
Value$22.3M (-$2.1M)
Filed 2026-10-08
Investment Planning Advisors, Inc.
DECREASED
Shares317,800 from 411,418
Change-93,618 (-23%)
Value$22.2M (-$7.8M)
Filed 2026-10-14
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED
Shares311,330 from 278,890
Change+32,440 (+12%)
Value$21.8M (+$1.4M)
Filed 2026-10-28
Compass Ion Advisors, LLC
INCREASED
Shares301,295 from 288,109
Change+13,186 (+5%)
Value$21.1M (+$75.4K)
Filed 2026-10-23
Beaumont Financial Advisors, LLC
DECREASED
Shares296,627 from 307,898
Change-11,271 (-4%)
Value$20.8M (-$1.7M)
Filed 2026-10-22
Enzi Wealth
INCREASED
Shares257,317 from 249,495
Change+7,822 (+3%)
Value$17.4M (+$374.0K)
Filed 2026-10-14
Yardley Wealth Management LLC
INCREASED
Shares256,887 from 242,657
Change+14,230 (+6%)
Value$18.0M (+$282.1K)
Filed 2026-10-23
Adamsbrown Wealth Consultants LLC
INCREASED
Shares250,197 from 242,154
Change+8,043 (+3%)
Value$17.5M (-$149.2K)
Filed 2026-10-20
High Note Wealth, LLC
INCREASED
Shares247,240 from 241,141
Change+6,099 (+3%)
Value$17.3M (-$282.2K)
Filed 2026-10-27
Intelligence Driven Advisers, LLC
DECREASED
Shares211,409 from 216,704
Change-5,295 (-2%)
Value$14.8M (-$1.0M)
Filed 2026-10-09
KFG Wealth Management, LLC
INCREASED
Shares209,780 from 194,857
Change+14,923 (+8%)
Value$14.7M (+$471.2K)
Filed 2026-10-16
Koshinski Asset Management, Inc.
INCREASED
Shares205,807 from 182,016
Change+23,791 (+13%)
Value$14.4M (+$1.1M)
Filed 2026-10-29
Concurrent Investment Advisors, LLC
NEW
Shares203,206
Change+203,206
Value$14.2M
Filed 2026-10-16
Signal Advisors Wealth, LLC
INCREASED
Shares200,999 from 180,075
Change+20,924 (+12%)
Value$14.1M (+$934.4K)
Filed 2026-10-13
Longview Financial Advisors, Inc.
DECREASED
Shares183,448 from 184,625
Change-1,177 (-1%)
Value$12.8M (-$624.6K)
Filed 2026-10-09
MGO One Seven LLC
DECREASED
Shares174,127 from 175,105
Change-978 (-1%)
Value$12.2M (-$583.2K)
Filed 2026-10-28
Bank Julius Baer & Co. Ltd, Zurich
DECREASED
Shares172,900 from 208,400
Change-35,500 (-17%)
Value$12.1M (-$3.1M)
Filed 2026-10-29
Sweeney & Michel, LLC
INCREASED
Shares168,958 from 161,771
Change+7,187 (+4%)
Value$11.8M (+$1.0M)
Filed 2026-10-16
Pearl Planning LLC
DECREASED
Shares166,799 from 169,045
Change-2,246 (-1%)
Value$11.7M (-$654.1K)
Filed 2026-10-13
TrueWealth Advisors, LLC
DECREASED
Shares141,166 from 144,903
Change-3,737 (-3%)
Value$9.9M (-$687.4K)
Filed 2026-10-09
Tableaux LLC
INCREASED
Shares137,073 from 133,577
Change+3,496 (+3%)
Value$9.6M (-$148.1K)
Filed 2026-10-23
Commonwealth Financial Services, LLC
INCREASED
Shares129,717 from 93,657
Change+36,060 (+39%)
Value$9.1M (+$2.2M)
Filed 2026-10-20
United Advisor Group, LLC
INCREASED
Shares125,924 from 112,952
Change+12,972 (+11%)
Value$8.8M (+$575.4K)
Filed 2026-11-03
Watchman Group, Inc.
INCREASED
Shares125,687 from 125,414
Change+273 (+0%)
Value$8.8M (-$349.6K)
Filed 2026-10-16
Wright Wealth LLC
INCREASED
Shares120,101 from 112,571
Change+7,530 (+7%)
Value$8.4M (+$195.9K)
Filed 2026-10-29
New England Private Wealth Advisors LLC
INCREASED
Shares115,501 from 115,401
Change+100 (+0%)
Value$8.1M (+$616.3K)
Filed 2026-10-19
Quarry Hill Advisors, LLC
INCREASED
Shares115,376 from 113,782
Change+1,594 (+1%)
Value$8.1M (-$223.0K)
Filed 2026-11-04
Smallwood Wealth Investment Management, LLC
DECREASED
Shares106,815 from 116,318
Change-9,503 (-8%)
Value$7.5M (-$1.0M)
Filed 2026-10-30
Trademark Financial Management, LLC
DECREASED
Shares104,931 from 109,058
Change-4,127 (-4%)
Value$7.3M (-$609.4K)
Filed 2026-10-23
Womack Financial LLC
INCREASED
Shares102,714 from 101,183
Change+1,531 (+2%)
Value$7.2M (-$190.4K)
Filed 2026-10-14
Truist Financial Corp
INCREASED
Shares102,680 from 38,591
Change+64,089 (+166%)
Value$7.2M (+$4.4M)
Filed 2026-10-30
Avid Wealth Partners LLC
INCREASED
Shares100,073 from 92,884
Change+7,189 (+8%)
Value$7.0M (+$228.9K)
Filed 2026-11-03
Vise Technologies, Inc.
INCREASED
Shares99,514 from 62,077
Change+37,437 (+60%)
Value$7.0M (+$2.4M)
Filed 2026-10-29
Highline Wealth Partners LLC
INCREASED
Shares96,527 from 85,123
Change+11,404 (+13%)
Value$6.8M (+$547.6K)
Filed 2026-10-19
Assetmark, Inc
DECREASED
Shares95,116 from 100,378
Change-5,262 (-5%)
Value$6.7M (-$663.2K)
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares91,875 from 81,863
Change+10,012 (+12%)
Value$6.3M (+$607.0K)
Filed 2026-10-13
Ferguson Shapiro LLC
INCREASED
Shares91,820 from 87,512
Change+4,308 (+5%)
Value$6.4M (+$44.1K)
Filed 2026-10-16
Sunrise Financial Services, LLC
INCREASED
Shares88,254 from 82,066
Change+6,188 (+8%)
Value$6.2M (+$191.6K)
Filed 2026-10-21
Oath Planning, LLC
INCREASED
Shares87,671 from 69,913
Change+17,758 (+25%)
Value$6.1M (+$1.0M)
Filed 2026-10-20
Islay Capital Management, LLC
DECREASED
Shares84,756 from 85,415
Change-659 (-1%)
Value$5.9M (-$297.2K)
Filed 2026-10-20
Arvest Investments, Inc.
INCREASED
Shares81,579 from 55,646
Change+25,933 (+47%)
Value$5.7M (+$1.7M)
Filed 2026-10-21
ARQ Wealth Advisors, LLC
DECREASED
Shares80,738 from 85,499
Change-4,761 (-6%)
Value$5.6M (-$92.0K)
Filed 2026-10-29
Meridian Wealth Management, LLC
INCREASED
Shares64,739 from 60,688
Change+4,051 (+7%)
Value$4.5M (+$105.0K)
Filed 2026-11-05
Avior Wealth Management, LLC
NEW
Shares63,258
Change+63,258
Value$4.4M
Filed 2026-10-13
IFP Advisors, Inc
INCREASED
Shares60,070 from 47,678
Change+12,392 (+26%)
Value$4.2M (+$726.8K)
Filed 2026-10-16
1620 Investment Advisors, Inc.
DECREASED
Shares59,830 from 59,857
Change-27 (0%)
Value$4.2M (-$177.9K)
Filed 2026-11-04
SeedSafe Financial LLC
INCREASED
Shares57,985 from 51,754
Change+6,231 (+12%)
Value$4.1M (+$286.2K)
Filed 2026-11-02
Wealthcare Advisory Partners LLC
INCREASED
Shares54,027 from 45,621
Change+8,406 (+18%)
Value$3.8M (+$454.0K)
Filed 2026-10-21
Allen Capital Group, LLC
INCREASED
Shares53,106 from 52,808
Change+298 (+1%)
Value$3.7M (-$134.4K)
Filed 2026-10-27
Lunt Capital Management, Inc.
INCREASED
Shares52,444 from 52,208
Change+236 (+0%)
Value$3.7M (-$137.0K)
Filed 2026-10-30
Financial Guidance Group, Inc.
INCREASED
Shares50,863 from 45,200
Change+5,663 (+13%)
Value$3.6M (+$263.3K)
Filed 2026-10-21
Equity Wealth Partners, LLC
INCREASED
Shares47,679 from 46,127
Change+1,552 (+3%)
Value$3.3M (-$27.1K)
Filed 2026-10-26
Prospera Financial Services Inc
DECREASED
Shares46,682 from 169,457
Change-122,775 (-72%)
Value$2.9M (-$9.5M)
Filed 2026-11-04
Visionary Wealth Advisors
DECREASED
Shares45,347 from 46,940
Change-1,593 (-3%)
Value$3.2M (-$249.5K)
Filed 2026-11-04
Brookstone Capital Management
INCREASED
Shares44,487 from 42,909
Change+1,578 (+4%)
Value$3.1M (-$15.7K)
Filed 2026-10-22
Xena Financial Planning, LLC
INCREASED
Shares44,433 from 43,748
Change+685 (+2%)
Value$3.1M (-$80.7K)
Filed 2026-10-13
Angeles Wealth Management, LLC
DECREASED
Shares43,409 from 44,475
Change-1,066 (-2%)
Value$3.0M (-$220.0K)
Filed 2026-10-26
Ares Financial Consulting, LLC
INCREASED
Shares42,284 from 28,953
Change+13,331 (+46%)
Value$3.0M (+$847.5K)
Filed 2026-10-19
Clarity Asset Management, Inc.
INCREASED
Shares41,928 from 40,158
Change+1,770 (+4%)
Value$2.9M (+$5.8K)
Filed 2026-10-14
Partners Wealth Management, LLC
NEW
Shares37,033
Change+37,033
Value$2.6M
Filed 2026-10-28
Gerber, LLC
INCREASED
Shares34,445 from 29,022
Change+5,423 (+19%)
Value$2.4M (+$294.1K)
Filed 2026-10-21
Curtis Advisory Group, LLC
NEW
Shares34,443
Change+34,443
Value$2.4M
Filed 2026-10-28
Global View Capital Management LLC
DECREASED
Shares32,218 from 36,297
Change-4,079 (-11%)
Value$2.3M (-$392.1K)
Filed 2026-10-28
Wedbush Securities Inc
INCREASED
Shares31,273 from 16,724
Change+14,549 (+87%)
Value$2.2M (+$969.0K)
Filed 2026-10-22
Lord & Richards Wealth Management, LLC
DECREASED
Shares28,743 from 35,078
Change-6,335 (-18%)
Value$2.0M (-$546.4K)
Filed 2026-10-14
Patten Group, Inc.
INCREASED
Shares28,299 from 26,654
Change+1,645 (+6%)
Value$2.0M (+$36.7K)
Filed 2026-10-26
SteelPeak Wealth, LLC
DECREASED
Shares27,377 from 27,389
Change-12 (0%)
Value$1.9M (-$90.4K)
Filed 2026-10-16
Creative Planning
INCREASED
Shares26,084 from 21,335
Change+4,749 (+22%)
Value$1.8M (+$269.5K)
Filed 2026-11-02
Innova Wealth Partners
INCREASED
Shares25,025 from 12,438
Change+12,587 (+101%)
Value$1.8M (+$844.0K)
Filed 2026-10-21
Sigma Planning Corp
INCREASED
Shares24,315 from 8,707
Change+15,608 (+179%)
Value$1.7M (+$1.1M)
Filed 2026-10-23
Capital Advisors, Ltd. LLC
INCREASED
Shares24,182 from 21,732
Change+2,450 (+11%)
Value$1.7M (+$108.0K)
Filed 2026-10-27
Clear Creek Financial Management, LLC
DECREASED
Shares23,581 from 24,543
Change-962 (-4%)
Value$1.6M (-$147.4K)
Filed 2026-10-28
Independent Financial Group, LLC
DECREASED
Shares21,753 from 28,790
Change-7,037 (-24%)
Value$1.5M (-$577.0K)
Filed 2026-10-13
Mather Group, Llc.
UNCHANGED
Shares21,469 from 21,469
Change0 (0%)
Value$1.5M (-$63.1K)
Filed 2026-10-14
Redhawk Wealth Advisors, Inc.
INCREASED
Shares20,567 from 6,311
Change+14,256 (+226%)
Value$1.4M (+$978.8K)
Filed 2026-10-14
Oppenheimer & Co Inc
INCREASED
Shares19,920 from 19,901
Change+19 (+0%)
Value$1.4M (-$57.2K)
Filed 2026-10-26
L.K. Benson & Company, P.C.
INCREASED
Shares19,363 from 14,589
Change+4,774 (+33%)
Value$1.4M (+$291.2K)
Filed 2026-10-23
Prism Advisors, Inc.
DECREASED
Shares18,213 from 22,106
Change-3,893 (-18%)
Value$1.3M (-$359.1K)
Filed 2026-10-09
Vista Investment Partners II, LLC
INCREASED
Shares16,750 from 14,996
Change+1,754 (+12%)
Value$1.2M (+$78.6K)
Filed 2026-10-15
Mendel Money Management
INCREASED
Shares16,310 from 14,118
Change+2,192 (+16%)
Value$1.1M (+$111.8K)
Filed 2026-11-02
Piedmont Capital Management, LLC
INCREASED
Shares15,881 from 4,731
Change+11,150 (+236%)
Value$1.1M (+$766.1K)
Filed 2026-10-21
William Howard & Co Financial Advisors Inc
DECREASED
Shares15,692 from 15,885
Change-193 (-1%)
Value$1.1M (-$60.3K)
Filed 2026-11-04
Portfolio Resources Advisor Group, Inc.
DECREASED
Shares14,747 from 20,058
Change-5,311 (-26%)
Value$1.0M (-$437.2K)
Filed 2026-10-20
Magnus Financial Group LLC
DECREASED
Shares14,615 from 14,785
Change-170 (-1%)
Value$1.0M (-$55.4K)
Filed 2026-10-21
Atria Investments, Inc
DECREASED
Shares14,114 from 14,193
Change-79 (-1%)
Value$987.4K (-$47.3K)
Filed 2026-10-15
Sugar Maple Asset Management, LLC
DECREASED
Shares13,507 from 14,894
Change-1,387 (-9%)
Value$944.9K (-$140.8K)
Filed 2026-10-13
Fermata Advisors, LLC
INCREASED
Shares13,491 from 13,006
Change+485 (+4%)
Value$943.8K (-$4.3K)
Filed 2026-10-13
Capital Square, LLC
INCREASED
Shares13,250 from 12,114
Change+1,136 (+9%)
Value$927.0K (+$81.9K)
Filed 2026-10-19
Lakeside Advisors, Inc.
INCREASED
Shares12,479 from 7,579
Change+4,900 (+65%)
Value$873.0K (+$320.5K)
Filed 2026-10-20
Pilgrim Partners Asia Pte Ltd
UNCHANGED
Shares11,200 from 11,200
Change0 (0%)
Value$783.6K (-$32.9K)
Filed 2026-10-29
Valeo Financial Advisors, LLC
UNCHANGED
Shares10,489 from 10,489
Change0 (0%)
Value$733.8K (-$30.8K)
Filed 2026-10-08
Avaii Wealth Management, LLC
INCREASED
Shares10,076 from 6,159
Change+3,917 (+64%)
Value$716.4K (+$267.4K)
Filed 2026-10-09
Cooper Financial Group
INCREASED
Shares9,974 from 9,916
Change+58 (+1%)
Value$697.8K (-$25.1K)
Filed 2026-10-07
Verde Capital Management
INCREASED
Shares9,504 from 6,232
Change+3,272 (+53%)
Value$664.9K (+$210.6K)
Filed 2026-10-28
Mills Wealth Advisors LLC
INCREASED
Shares8,802 from 8,648
Change+154 (+2%)
Value$615.8K (-$14.7K)
Filed 2026-10-22
XY Planning Network, Inc.
DECREASED
Shares8,770 from 9,441
Change-671 (-7%)
Value$613.5K (-$74.7K)
Filed 2026-10-14
Sheets Smith Wealth Management
NEW
Shares8,084
Change+8,084
Value$565.6K
Filed 2026-10-16
South Shore Capital Advisors
DECREASED
Shares7,640 from 9,240
Change-1,600 (-17%)
Value$534.5K (-$139.1K)
Filed 2026-10-20
Dynamic Advisor Solutions LLC
INCREASED
Shares7,242 from 7,046
Change+196 (+3%)
Value$506.7K (-$7.0K)
Filed 2026-10-13
Parallel Advisors, LLC
DECREASED
Shares7,143 from 7,150
Change-7 (0%)
Value$499.7K (-$21.5K)
Filed 2026-11-03
Elevated Financial Group LLC
UNCHANGED
Shares6,985 from 6,985
Change0 (0%)
Value$488.7K (-$20.5K)
Filed 2026-10-16
Perigon Wealth Management, LLC
INCREASED
Shares6,446 from 5,224
Change+1,222 (+23%)
Value$450.9K (+$70.1K)
Filed 2026-10-22
Skyline Advisors, Inc.
DECREASED
Shares6,369 from 7,175
Change-806 (-11%)
Value$445.6K (-$77.5K)
Filed 2026-11-03
SwitchPoint Financial Planning, LLC
INCREASED
Shares5,995 from 5,619
Change+376 (+7%)
Value$419.4K (+$9.8K)
Filed 2026-11-02
Csenge Advisory Group
DECREASED
Shares5,874 from 7,609
Change-1,735 (-23%)
Value$410.9K (-$143.8K)
Filed 2026-11-04
Davenport & Co LLC
INCREASED
Shares5,648 from 5,160
Change+488 (+9%)
Value$395.1K (+$19.0K)
Filed 2026-10-14
James Investment Research, Inc.
NEW
Shares5,605
Change+5,605
Value$392.1K
Filed 2026-10-22
Center for Financial Planning, Inc.
INCREASED
Shares5,347 from 2,600
Change+2,747 (+106%)
Value$374.1K (+$184.5K)
Filed 2026-10-26
Saxony Capital Management, LLC
NEW
Shares5,226
Change+5,226
Value$365.6K
Filed 2026-10-15
Strong Retirement Solutions LLC
INCREASED
Shares5,029 from 3,352
Change+1,677 (+50%)
Value$351.8K (+$107.5K)
Filed 2026-10-07
Tcfg Investment Advisors, LLC
UNCHANGED
Shares4,967 from 4,967
Change0 (0%)
Value$347.5K (-$14.6K)
Filed 2026-10-20
Gibson Capital, LLC
UNCHANGED
Shares4,574 from 4,574
Change0 (0%)
Value$320.0K (-$13.4K)
Filed 2026-10-23
Basso Capital Management, L.P.
INCREASED
Shares4,533 from 3,216
Change+1,317 (+41%)
Value$317.1K (+$82.7K)
Filed 2026-10-30
Burney Co/
UNCHANGED
Shares4,278 from 4,278
Change0 (0%)
Value$299.3K (-$12.6K)
Filed 2026-10-15
Tactive Advisors, LLC
DECREASED
Shares4,263 from 4,373
Change-110 (-3%)
Value$298.2K (-$20.6K)
Filed 2026-10-08
Telos Capital Management, Inc.
UNCHANGED
Shares4,252 from 4,252
Change0 (0%)
Value$297.5K (-$12.5K)
Filed 2026-11-02
Bulwark Capital Corp
DECREASED
Shares4,184 from 8,113
Change-3,929 (-48%)
Value$292.7K (-$298.7K)
Filed 2026-10-13
McBroom & Associates, LLC
INCREASED
Shares4,102 from 3,624
Change+478 (+13%)
Value$287.0K (+$22.8K)
Filed 2026-10-29
Creative Financial Designs Inc
DECREASED
Shares3,971 from 12,199
Change-8,228 (-67%)
Value$277.8K (-$611.5K)
Filed 2026-11-04
Castleview Partners, LLC
INCREASED
Shares3,962 from 3,820
Change+142 (+4%)
Value$277.2K (-$1.3K)
Filed 2026-10-09
Foundry Financial LLC
INCREASED
Shares3,774 from 3,276
Change+498 (+15%)
Value$264.1K (+$25.2K)
Filed 2026-10-16
Cambridge Financial Group, LLC
UNCHANGED
Shares3,621 from 3,621
Change0 (0%)
Value$263.9K ($0)
Filed 2026-10-06
Lane Brothers & Co Inc
DECREASED
Shares3,342 from 8,558
Change-5,216 (-61%)
Value$233.8K (-$390.1K)
Filed 2026-11-02
New Harbor Financial Group, LLC
INCREASED
Shares3,238 from 3,088
Change+150 (+5%)
Value$226.5K (+$1.4K)
Filed 2026-10-22
Fourpath Capital Management, LLC
UNCHANGED
Shares3,078 from 3,078
Change0 (0%)
Value$215.3K (-$9.0K)
Filed 2026-10-19
Sowell Financial Services LLC
INCREASED
Shares2,973 from 2,855
Change+118 (+4%)
Value$208.0K (-$116)
Filed 2026-10-23
Farther Finance Advisors, LLC
INCREASED
Shares2,750 from 1,157
Change+1,593 (+138%)
Value$192.4K (+$108.1K)
Filed 2026-10-08
Owl Creek Wealth Partners LLC
UNCHANGED
Shares1,845 from 1,845
Change0 (0%)
Value$129.1K (-$5.4K)
Filed 2026-10-20
TD Waterhouse Canada Inc.
UNCHANGED
Shares1,632 from 1,632
Change0 (0%)
Value$114.2K (-$4.7K)
Filed 2026-10-16
Investors Research Corp
UNCHANGED
Shares1,117 from 1,117
Change0 (0%)
Value$78.1K (-$3.3K)
Filed 2026-10-07
Sima Wealth Partners, LLC
UNCHANGED
Shares1,085 from 1,085
Change0 (0%)
Value$75.9K (-$3.2K)
Filed 2026-10-19
Asset Dedication, LLC
DECREASED
Shares902 from 2,499
Change-1,597 (-64%)
Value$63.1K (-$119.0K)
Filed 2026-11-03
First Pacific Financial
INCREASED
Shares530 from 526
Change+4 (+1%)
Value$37.1K (-$1.2K)
Filed 2026-10-14
Abound Wealth Management
INCREASED
Shares504 from 500
Change+4 (+1%)
Value$35.3K (-$1.2K)
Filed 2026-10-26
Root Financial Partners, LLC
NEW
Shares499
Change+499
Value$34.9K
Filed 2026-10-21
AlphaCore Capital LLC
NEW
Shares473
Change+473
Value$33.1K
Filed 2026-11-04
CoreCap Advisors, LLC
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$28.0K (-$1.2K)
Filed 2026-10-08
StrongBox Wealth, LLC
INCREASED
Shares372 from 171
Change+201 (+118%)
Value$26.0K (+$13.6K)
Filed 2026-11-02
Clark Wealth Partners
INCREASED
Shares351 from 348
Change+3 (+1%)
Value$24.6K (-$922)
Filed 2026-10-19
Key FInancial Inc
UNCHANGED
Shares303 from 303
Change0 (0%)
Value$21.2K (-$891)
Filed 2026-11-02
Cdkv Holdings LLC
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$21.0K (-$882)
Filed 2026-10-28
Archer Investment Corp
NEW
Shares290
Change+290
Value$20.3K
Filed 2026-11-05
Y.D. More Investments Ltd
UNCHANGED
Shares263 from 263
Change0 (0%)
Value$18.4K (-$782)
Filed 2026-11-02
Catherine Avery Investment Management LLC
UNCHANGED
Shares251 from 251
Change0 (0%)
Value$17.6K (-$738)
Filed 2026-10-14
Evolution Wealth Management Inc.
NEW
Shares250
Change+250
Value$17.5K
Filed 2026-10-28
NorthAvenue LLC
UNCHANGED
Shares201 from 201
Change0 (0%)
Value$14.1K (-$591)
Filed 2026-10-29
Latitude Advisors, LLC
NEW
Shares184
Change+184
Value$12.9K
Filed 2026-10-27
EverSource Wealth Advisors, LLC
UNCHANGED
Shares127 from 127
Change0 (0%)
Value$8.9K (-$373)
Filed 2026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
INCREASED
Shares105 from 60
Change+45 (+75%)
Value$7.3K (+$3.0K)
Filed 2026-10-14
Triumph Capital Management
INCREASED
Shares102 from 101
Change+1 (+1%)
Value$7.1K (-$234)
Filed 2026-10-14
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$7.0K (-$294)
Filed 2026-10-07
Ashton Thomas Private Wealth, LLC
DECREASED
Shares53 from 946
Change-893 (-94%)
Value$3.7K (-$65.3K)
Filed 2026-11-03
Private Trust Co NA
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$3.5K (-$147)
Filed 2026-10-20
Ulland Investment Advisors, LLC
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$3 ($0)
Filed 2026-10-13
Trust Co
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$1.5K (-$62)
Filed 2026-10-09
SJS Investment Consulting Inc.
DECREASED
Shares14 from 15
Change-1 (-7%)
Value$989 (-$105)
Filed 2026-10-26
CLG LLC
CLOSED
Shares0 from 34,655
Change-34,655 (-100%)
Value$0 (-$2.5M)
Filed 2026-10-13
Plan Group Financial, LLC
CLOSED
Shares0 from 18,407
Change-18,407 (-100%)
Value$0 (-$1.3M)
Filed 2026-10-22
Integrated Advisors Network LLC
CLOSED
Shares0 from 4,010
Change-4,010 (-100%)
Value$0 (-$292.3K)
Filed 2026-10-20
Indivisible Partners
CLOSED
Shares0 from 2,763
Change-2,763 (-100%)
Value$0 (-$201.4K)
Filed 2026-10-26
AdvisorNet Financial, Inc
CLOSED
Shares0 from 1,464
Change-1,464 (-100%)
Value$0 (-$106.7K)
Filed 2026-10-15
Simplex Trading, LLC
CLOSED
Shares0 from 298
Change-298 (-100%)
Value$0 (-$21.7K)
Filed 2026-11-04
Wells Fargo & Company
N/A
Shares— from 2,390,390
Change-2,390,390 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,065,792
Change-2,065,792 (-100%)
Value—
Mainstay Capital Management LLC
N/A
Shares— from 1,563,268
Change-1,563,268 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 1,085,086
Change-1,085,086 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 1,003,101
Change-1,003,101 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 808,250
Change-808,250 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 737,550
Change-737,550 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 664,025
Change-664,025 (-100%)
Value—
Guardian Wealth Advisors, LLC / NC
N/A
Shares— from 610,225
Change-610,225 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 586,334
Change-586,334 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 519,693
Change-519,693 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 446,030
Change-446,030 (-100%)
Value—
Legacy Financial Advisors, Inc.
N/A
Shares— from 394,487
Change-394,487 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 343,724
Change-343,724 (-100%)
Value—
Mayport, LLC
N/A
Shares— from 306,597
Change-306,597 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 294,226
Change-294,226 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 276,841
Change-276,841 (-100%)
Value—
Invst, LLC
N/A
Shares— from 246,488
Change-246,488 (-100%)
Value—
Permanens Capital L.P.
N/A
Shares— from 219,058
Change-219,058 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 208,524
Change-208,524 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 197,396
Change-197,396 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 173,796
Change-173,796 (-100%)
Value—
Rossby Financial, LCC
N/A
Shares— from 170,469
Change-170,469 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 162,615
Change-162,615 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 158,675
Change-158,675 (-100%)
Value—
Thrivent Financial for Lutherans
N/A
Shares— from 158,046
Change-158,046 (-100%)
Value—
Members Advisory Group LLC
N/A
Shares— from 156,601
Change-156,601 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 155,983
Change-155,983 (-100%)
Value—
Lumbard & Kellner, LLC
N/A
Shares— from 153,636
Change-153,636 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 139,964
Change-139,964 (-100%)
Value—
Retirement Management Systems Inc.
N/A
Shares— from 139,632
Change-139,632 (-100%)
Value—
Cabot Wealth Management Inc
N/A
Shares— from 122,555
Change-122,555 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 120,570
Change-120,570 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 120,124
Change-120,124 (-100%)
Value—
Lansing Street Advisors
N/A
Shares— from 116,211
Change-116,211 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 112,899
Change-112,899 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 112,566
Change-112,566 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 111,150
Change-111,150 (-100%)
Value—
Philadelphia Investment Partners, LLC
N/A
Shares— from 106,063
Change-106,063 (-100%)
Value—
Harbour Wealth Management Group, Inc.
N/A
Shares— from 105,613
Change-105,613 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 103,822
Change-103,822 (-100%)
Value—
Peak Planning Group, LLC
N/A
Shares— from 102,201
Change-102,201 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 99,514
Change-99,514 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 95,127
Change-95,127 (-100%)
Value—
Stokes Family Office, LLC
N/A
Shares— from 91,263
Change-91,263 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 82,930
Change-82,930 (-100%)
Value—
One Charles Private Wealth Services, LLC
N/A
Shares— from 82,719
Change-82,719 (-100%)
Value—
Piedmont Capital Management, LLC
N/A
Shares— from 75,263
Change-75,263 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 73,717
Change-73,717 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 71,505
Change-71,505 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 63,574
Change-63,574 (-100%)
Value—
Per Stirling Capital Management, Llc.
N/A
Shares— from 59,836
Change-59,836 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 59,649
Change-59,649 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 55,000
Change-55,000 (-100%)
Value—
Uniting Wealth Partners, LLC
N/A
Shares— from 54,009
Change-54,009 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 53,409
Change-53,409 (-100%)
Value—
Moors & Cabot, Inc.
N/A
Shares— from 52,036
Change-52,036 (-100%)
Value—
Valmark Advisers, Inc.
N/A
Shares— from 49,236
Change-49,236 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 47,451
Change-47,451 (-100%)
Value—
Stillwater Private Wealth, LLC
N/A
Shares— from 46,237
Change-46,237 (-100%)
Value—
Maripau Wealth Management LLC
N/A
Shares— from 46,045
Change-46,045 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 39,223
Change-39,223 (-100%)
Value—
Tailwinds Wealth, LLC
N/A
Shares— from 38,706
Change-38,706 (-100%)
Value—
Arete Wealth Advisors, LLC
N/A
Shares— from 36,907
Change-36,907 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 35,055
Change-35,055 (-100%)
Value—
Kensington Asset Management, LLC
N/A
Shares— from 33,316
Change-33,316 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 32,240
Change-32,240 (-100%)
Value—
Belpointe Asset Management LLC
N/A
Shares— from 32,171
Change-32,171 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 31,250
Change-31,250 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 30,085
Change-30,085 (-100%)
Value—
Perissos Private Wealth Management, LLC
N/A
Shares— from 30,069
Change-30,069 (-100%)
Value—
Seaview Investment Managers LLC
N/A
Shares— from 30,051
Change-30,051 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 29,315
Change-29,315 (-100%)
Value—
Bravias Capital Group, LLC
N/A
Shares— from 27,121
Change-27,121 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 26,602
Change-26,602 (-100%)
Value—
&partners
N/A
Shares— from 26,458
Change-26,458 (-100%)
Value—
Silvercrest Asset Management Group LLC
N/A
Shares— from 26,133
Change-26,133 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 24,435
Change-24,435 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 24,109
Change-24,109 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 23,400
Change-23,400 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 23,286
Change-23,286 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 21,929
Change-21,929 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 20,852
Change-20,852 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 19,782
Change-19,782 (-100%)
Value—
Legend Financial Advisors, Inc.
N/A
Shares— from 15,817
Change-15,817 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 15,170
Change-15,170 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 12,795
Change-12,795 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 11,908
Change-11,908 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 11,498
Change-11,498 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 11,318
Change-11,318 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 11,018
Change-11,018 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 10,849
Change-10,849 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 10,770
Change-10,770 (-100%)
Value—
TFO Wealth Partners, LLC
N/A
Shares— from 10,000
Change-10,000 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 9,922
Change-9,922 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 9,917
Change-9,917 (-100%)
Value—
Sankala Group LLC
N/A
Shares— from 9,777
Change-9,777 (-100%)
Value—
Darden Wealth Group Inc
N/A
Shares— from 8,623
Change-8,623 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 8,347
Change-8,347 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 8,130
Change-8,130 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 7,342
Change-7,342 (-100%)
Value—
US Bancorp \de\
N/A
Shares— from 7,009
Change-7,009 (-100%)
Value—
One Degree Advisors Inc
N/A
Shares— from 6,998
Change-6,998 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 6,991
Change-6,991 (-100%)
Value—
Betterment LLC
N/A
Shares— from 6,770
Change-6,770 (-100%)
Value—
GS Investments, Inc.
N/A
Shares— from 6,575
Change-6,575 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 6,404
Change-6,404 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 6,063
Change-6,063 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 5,931
Change-5,931 (-100%)
Value—
Thoroughbred Financial Services, LLC
N/A
Shares— from 5,922
Change-5,922 (-100%)
Value—
Venturi Wealth Management, LLC
N/A
Shares— from 5,744
Change-5,744 (-100%)
Value—
Valued Retirements, Inc.
N/A
Shares— from 5,660
Change-5,660 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 5,645
Change-5,645 (-100%)
Value—
Signet Private Wealth LLC
N/A
Shares— from 5,336
Change-5,336 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 5,145
Change-5,145 (-100%)
Value—
FMR LLC
N/A
Shares— from 5,037
Change-5,037 (-100%)
Value—
Baker Boyer National Bank
N/A
Shares— from 5,022
Change-5,022 (-100%)
Value—
Commerce Bank
N/A
Shares— from 4,864
Change-4,864 (-100%)
Value—
Composition Wealth, LLC
N/A
Shares— from 4,834
Change-4,834 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 4,723
Change-4,723 (-100%)
Value—
Blue Chip Partners, LLC
N/A
Shares— from 4,388
Change-4,388 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4,285
Change-4,285 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 4,127
Change-4,127 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 4,007
Change-4,007 (-100%)
Value—
Range Advisory, LLC
N/A
Shares— from 4,005
Change-4,005 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 3,912
Change-3,912 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 3,834
Change-3,834 (-100%)
Value—
Stratos Wealth Partners, Ltd.
N/A
Shares— from 3,799
Change-3,799 (-100%)
Value—
Fifth Third Bancorp
N/A
Shares— from 3,757
Change-3,757 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 3,585
Change-3,585 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 3,390
Change-3,390 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 3,304
Change-3,304 (-100%)
Value—
Goldstone Financial Group, LLC
N/A
Shares— from 3,267
Change-3,267 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 3,243
Change-3,243 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 3,210
Change-3,210 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 3,119
Change-3,119 (-100%)
Value—
Marshall Investment Management, LLC
N/A
Shares— from 3,116
Change-3,116 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 2,784
Change-2,784 (-100%)
Value—
Anchor Investment Management, LLC
N/A
Shares— from 2,015
Change-2,015 (-100%)
Value—
Swisher Financial Concepts, Inc.
N/A
Shares— from 1,892
Change-1,892 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,491
Change-1,491 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 1,328
Change-1,328 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,299
Change-1,299 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 1,204
Change-1,204 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 1,019
Change-1,019 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 439
Change-439 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 309
Change-309 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 200
Change-200 (-100%)
Value—
Mark Sheptoff Financial Planning, LLC
N/A
Shares— from 200
Change-200 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 177
Change-177 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 175
Change-175 (-100%)
Value—
Ogorek Anthony Joseph
N/A
Shares— from 85
Change-85 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 52
Change-52 (-100%)
Value—
Institute for Wealth Management, Llc.
N/A
Shares— from 16
Change-16 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 13
Change-13 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 1
Change-1 (-100%)
Value—
Strategic Wealth Partners, Ltd.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Retirement Planning Group, LLC
INCREASED2,685,9292,644,118+41,811+2%$192.8M$187.9M-$4.8M2026-10-19
Willis Johnson Wealth, Inc.
INCREASED798,319787,203+11,116+1%$57.4M$55.9M-$1.5M2026-11-03
Tanglewood Wealth Management, Inc.
DECREASED716,598795,880-79,282-10%$58.0M$50.1M-$7.9M2026-10-23
Heck Capital Advisors, LLC
INCREASED572,440555,714+16,726+3%$40.6M$40.0M-$534.4K2026-10-14
Kestra Advisory Services, LLC
INCREASED545,801477,013+68,788+14%$34.8M$38.2M+$3.4M2026-11-02
Kathmere Capital Management, LLC
INCREASED483,452445,746+37,706+8%$32.5M$33.8M+$1.3M2026-10-20
Coyle Financial Counsel LLC
DECREASED467,795576,703-108,908-19%$42.0M$32.7M-$9.3M2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED334,097280,904+53,193+19%$20.5M$23.4M+$2.9M2026-11-02
Commonwealth Equity Services, LLC
INCREASED328,480323,223+5,257+2%$23.6M$23.0M-$582.5K2026-11-02
First Heartland Consultants, Inc.
DECREASED319,257335,216-15,959-5%$24.4M$22.3M-$2.1M2026-10-08
Investment Planning Advisors, Inc.
DECREASED317,800411,418-93,618-23%$30.0M$22.2M-$7.8M2026-10-14
Elwood & Goetz Wealth Advisory Group, LLC
INCREASED311,330278,890+32,440+12%$20.3M$21.8M+$1.4M2026-10-28
Compass Ion Advisors, LLC
INCREASED301,295288,109+13,186+5%$21.0M$21.1M+$75.4K2026-10-23
Beaumont Financial Advisors, LLC
DECREASED296,627307,898-11,271-4%$22.4M$20.8M-$1.7M2026-10-22
Enzi Wealth
INCREASED257,317249,495+7,822+3%$17.0M$17.4M+$374.0K2026-10-14
Yardley Wealth Management LLC
INCREASED256,887242,657+14,230+6%$17.7M$18.0M+$282.1K2026-10-23
Adamsbrown Wealth Consultants LLC
INCREASED250,197242,154+8,043+3%$17.7M$17.5M-$149.2K2026-10-20
High Note Wealth, LLC
INCREASED247,240241,141+6,099+3%$17.6M$17.3M-$282.2K2026-10-27
Intelligence Driven Advisers, LLC
DECREASED211,409216,704-5,295-2%$15.8M$14.8M-$1.0M2026-10-09
KFG Wealth Management, LLC
INCREASED209,780194,857+14,923+8%$14.2M$14.7M+$471.2K2026-10-16
Koshinski Asset Management, Inc.
INCREASED205,807182,016+23,791+13%$13.3M$14.4M+$1.1M2026-10-29
Concurrent Investment Advisors, LLC
NEW203,206—+203,206——$14.2M—2026-10-16
Signal Advisors Wealth, LLC
INCREASED200,999180,075+20,924+12%$13.1M$14.1M+$934.4K2026-10-13
Longview Financial Advisors, Inc.
DECREASED183,448184,625-1,177-1%$13.5M$12.8M-$624.6K2026-10-09
MGO One Seven LLC
DECREASED174,127175,105-978-1%$12.8M$12.2M-$583.2K2026-10-28
Bank Julius Baer & Co. Ltd, Zurich
DECREASED172,900208,400-35,500-17%$15.2M$12.1M-$3.1M2026-10-29
Sweeney & Michel, LLC
INCREASED168,958161,771+7,187+4%$10.8M$11.8M+$1.0M2026-10-16
Pearl Planning LLC
DECREASED166,799169,045-2,246-1%$12.3M$11.7M-$654.1K2026-10-13
TrueWealth Advisors, LLC
DECREASED141,166144,903-3,737-3%$10.6M$9.9M-$687.4K2026-10-09
Tableaux LLC
INCREASED137,073133,577+3,496+3%$9.7M$9.6M-$148.1K2026-10-23
Commonwealth Financial Services, LLC
INCREASED129,71793,657+36,060+39%$6.8M$9.1M+$2.2M2026-10-20
United Advisor Group, LLC
INCREASED125,924112,952+12,972+11%$8.2M$8.8M+$575.4K2026-11-03
Watchman Group, Inc.
INCREASED125,687125,414+273+0%$9.1M$8.8M-$349.6K2026-10-16
Wright Wealth LLC
INCREASED120,101112,571+7,530+7%$8.2M$8.4M+$195.9K2026-10-29
New England Private Wealth Advisors LLC
INCREASED115,501115,401+100+0%$7.5M$8.1M+$616.3K2026-10-19
Quarry Hill Advisors, LLC
INCREASED115,376113,782+1,594+1%$8.3M$8.1M-$223.0K2026-11-04
Smallwood Wealth Investment Management, LLC
DECREASED106,815116,318-9,503-8%$8.5M$7.5M-$1.0M2026-10-30
Trademark Financial Management, LLC
DECREASED104,931109,058-4,127-4%$8.0M$7.3M-$609.4K2026-10-23
Womack Financial LLC
INCREASED102,714101,183+1,531+2%$7.4M$7.2M-$190.4K2026-10-14
Truist Financial Corp
INCREASED102,68038,591+64,089+166%$2.8M$7.2M+$4.4M2026-10-30
Avid Wealth Partners LLC
INCREASED100,07392,884+7,189+8%$6.8M$7.0M+$228.9K2026-11-03
Vise Technologies, Inc.
INCREASED99,51462,077+37,437+60%$4.5M$7.0M+$2.4M2026-10-29
Highline Wealth Partners LLC
INCREASED96,52785,123+11,404+13%$6.2M$6.8M+$547.6K2026-10-19
Assetmark, Inc
DECREASED95,116100,378-5,262-5%$7.3M$6.7M-$663.2K2026-10-21
Wealth Enhancement Advisory Services, LLC
INCREASED91,87581,863+10,012+12%$5.7M$6.3M+$607.0K2026-10-13
Ferguson Shapiro LLC
INCREASED91,82087,512+4,308+5%$6.4M$6.4M+$44.1K2026-10-16
Sunrise Financial Services, LLC
INCREASED88,25482,066+6,188+8%$6.0M$6.2M+$191.6K2026-10-21
Oath Planning, LLC
INCREASED87,67169,913+17,758+25%$5.1M$6.1M+$1.0M2026-10-20
Islay Capital Management, LLC
DECREASED84,75685,415-659-1%$6.2M$5.9M-$297.2K2026-10-20
Arvest Investments, Inc.
INCREASED81,57955,646+25,933+47%$4.1M$5.7M+$1.7M2026-10-21
ARQ Wealth Advisors, LLC
DECREASED80,73885,499-4,761-6%$5.7M$5.6M-$92.0K2026-10-29
Meridian Wealth Management, LLC
INCREASED64,73960,688+4,051+7%$4.4M$4.5M+$105.0K2026-11-05
Avior Wealth Management, LLC
NEW63,258—+63,258——$4.4M—2026-10-13
IFP Advisors, Inc
INCREASED60,07047,678+12,392+26%$3.5M$4.2M+$726.8K2026-10-16
1620 Investment Advisors, Inc.
DECREASED59,83059,857-270%$4.4M$4.2M-$177.9K2026-11-04
SeedSafe Financial LLC
INCREASED57,98551,754+6,231+12%$3.8M$4.1M+$286.2K2026-11-02
Wealthcare Advisory Partners LLC
INCREASED54,02745,621+8,406+18%$3.3M$3.8M+$454.0K2026-10-21
Allen Capital Group, LLC
INCREASED53,10652,808+298+1%$3.8M$3.7M-$134.4K2026-10-27
Lunt Capital Management, Inc.
INCREASED52,44452,208+236+0%$3.8M$3.7M-$137.0K2026-10-30
Financial Guidance Group, Inc.
INCREASED50,86345,200+5,663+13%$3.3M$3.6M+$263.3K2026-10-21
Equity Wealth Partners, LLC
INCREASED47,67946,127+1,552+3%$3.4M$3.3M-$27.1K2026-10-26
Prospera Financial Services Inc
DECREASED46,682169,457-122,775-72%$12.4M$2.9M-$9.5M2026-11-04
Visionary Wealth Advisors
DECREASED45,34746,940-1,593-3%$3.4M$3.2M-$249.5K2026-11-04
Brookstone Capital Management
INCREASED44,48742,909+1,578+4%$3.1M$3.1M-$15.7K2026-10-22
Xena Financial Planning, LLC
INCREASED44,43343,748+685+2%$3.2M$3.1M-$80.7K2026-10-13
Angeles Wealth Management, LLC
DECREASED43,40944,475-1,066-2%$3.3M$3.0M-$220.0K2026-10-26
Ares Financial Consulting, LLC
INCREASED42,28428,953+13,331+46%$2.1M$3.0M+$847.5K2026-10-19
Clarity Asset Management, Inc.
INCREASED41,92840,158+1,770+4%$2.9M$2.9M+$5.8K2026-10-14
Partners Wealth Management, LLC
NEW37,033—+37,033——$2.6M—2026-10-28
Gerber, LLC
INCREASED34,44529,022+5,423+19%$2.1M$2.4M+$294.1K2026-10-21
Curtis Advisory Group, LLC
NEW34,443—+34,443——$2.4M—2026-10-28
Global View Capital Management LLC
DECREASED32,21836,297-4,079-11%$2.6M$2.3M-$392.1K2026-10-28
Wedbush Securities Inc
INCREASED31,27316,724+14,549+87%$1.2M$2.2M+$969.0K2026-10-22
Lord & Richards Wealth Management, LLC
DECREASED28,74335,078-6,335-18%$2.6M$2.0M-$546.4K2026-10-14
Patten Group, Inc.
INCREASED28,29926,654+1,645+6%$1.9M$2.0M+$36.7K2026-10-26
SteelPeak Wealth, LLC
DECREASED27,37727,389-120%$2.0M$1.9M-$90.4K2026-10-16
Creative Planning
INCREASED26,08421,335+4,749+22%$1.6M$1.8M+$269.5K2026-11-02
Innova Wealth Partners
INCREASED25,02512,438+12,587+101%$906.8K$1.8M+$844.0K2026-10-21
Sigma Planning Corp
INCREASED24,3158,707+15,608+179%$635.0K$1.7M+$1.1M2026-10-23
Capital Advisors, Ltd. LLC
INCREASED24,18221,732+2,450+11%$1.6M$1.7M+$108.0K2026-10-27
Clear Creek Financial Management, LLC
DECREASED23,58124,543-962-4%$1.8M$1.6M-$147.4K2026-10-28
Independent Financial Group, LLC
DECREASED21,75328,790-7,037-24%$2.1M$1.5M-$577.0K2026-10-13
Mather Group, Llc.
UNCHANGED21,46921,46900%$1.6M$1.5M-$63.1K2026-10-14
Redhawk Wealth Advisors, Inc.
INCREASED20,5676,311+14,256+226%$460.1K$1.4M+$978.8K2026-10-14
Oppenheimer & Co Inc
INCREASED19,92019,901+19+0%$1.5M$1.4M-$57.2K2026-10-26
L.K. Benson & Company, P.C.
INCREASED19,36314,589+4,774+33%$1.1M$1.4M+$291.2K2026-10-23
Prism Advisors, Inc.
DECREASED18,21322,106-3,893-18%$1.6M$1.3M-$359.1K2026-10-09
Vista Investment Partners II, LLC
INCREASED16,75014,996+1,754+12%$1.1M$1.2M+$78.6K2026-10-15
Mendel Money Management
INCREASED16,31014,118+2,192+16%$1.0M$1.1M+$111.8K2026-11-02
Piedmont Capital Management, LLC
INCREASED15,8814,731+11,150+236%$344.9K$1.1M+$766.1K2026-10-21
William Howard & Co Financial Advisors Inc
DECREASED15,69215,885-193-1%$1.2M$1.1M-$60.3K2026-11-04
Portfolio Resources Advisor Group, Inc.
DECREASED14,74720,058-5,311-26%$1.5M$1.0M-$437.2K2026-10-20
Magnus Financial Group LLC
DECREASED14,61514,785-170-1%$1.1M$1.0M-$55.4K2026-10-21
Atria Investments, Inc
DECREASED14,11414,193-79-1%$1.0M$987.4K-$47.3K2026-10-15
Sugar Maple Asset Management, LLC
DECREASED13,50714,894-1,387-9%$1.1M$944.9K-$140.8K2026-10-13
Fermata Advisors, LLC
INCREASED13,49113,006+485+4%$948.1K$943.8K-$4.3K2026-10-13
Capital Square, LLC
INCREASED13,25012,114+1,136+9%$845.1K$927.0K+$81.9K2026-10-19
Lakeside Advisors, Inc.
INCREASED12,4797,579+4,900+65%$552.5K$873.0K+$320.5K2026-10-20
Pilgrim Partners Asia Pte Ltd
UNCHANGED11,20011,20000%$816.5K$783.6K-$32.9K2026-10-29
Valeo Financial Advisors, LLC
UNCHANGED10,48910,48900%$764.6K$733.8K-$30.8K2026-10-08
Avaii Wealth Management, LLC
INCREASED10,0766,159+3,917+64%$449.0K$716.4K+$267.4K2026-10-09
Cooper Financial Group
INCREASED9,9749,916+58+1%$722.9K$697.8K-$25.1K2026-10-07
Verde Capital Management
INCREASED9,5046,232+3,272+53%$454.3K$664.9K+$210.6K2026-10-28
Mills Wealth Advisors LLC
INCREASED8,8028,648+154+2%$630.5K$615.8K-$14.7K2026-10-22
XY Planning Network, Inc.
DECREASED8,7709,441-671-7%$688.3K$613.5K-$74.7K2026-10-14
Sheets Smith Wealth Management
NEW8,084—+8,084——$565.6K—2026-10-16
South Shore Capital Advisors
DECREASED7,6409,240-1,600-17%$673.6K$534.5K-$139.1K2026-10-20
Dynamic Advisor Solutions LLC
INCREASED7,2427,046+196+3%$513.7K$506.7K-$7.0K2026-10-13
Parallel Advisors, LLC
DECREASED7,1437,150-70%$521.2K$499.7K-$21.5K2026-11-03
Elevated Financial Group LLC
UNCHANGED6,9856,98500%$509.2K$488.7K-$20.5K2026-10-16
Perigon Wealth Management, LLC
INCREASED6,4465,224+1,222+23%$380.8K$450.9K+$70.1K2026-10-22
Skyline Advisors, Inc.
DECREASED6,3697,175-806-11%$523.0K$445.6K-$77.5K2026-11-03
SwitchPoint Financial Planning, LLC
INCREASED5,9955,619+376+7%$409.6K$419.4K+$9.8K2026-11-02
Csenge Advisory Group
DECREASED5,8747,609-1,735-23%$554.7K$410.9K-$143.8K2026-11-04
Davenport & Co LLC
INCREASED5,6485,160+488+9%$376.2K$395.1K+$19.0K2026-10-14
James Investment Research, Inc.
NEW5,605—+5,605——$392.1K—2026-10-22
Center for Financial Planning, Inc.
INCREASED5,3472,600+2,747+106%$189.5K$374.1K+$184.5K2026-10-26
Saxony Capital Management, LLC
NEW5,226—+5,226——$365.6K—2026-10-15
Strong Retirement Solutions LLC
INCREASED5,0293,352+1,677+50%$244.4K$351.8K+$107.5K2026-10-07
Tcfg Investment Advisors, LLC
UNCHANGED4,9674,96700%$362.1K$347.5K-$14.6K2026-10-20
Gibson Capital, LLC
UNCHANGED4,5744,57400%$333.4K$320.0K-$13.4K2026-10-23
Basso Capital Management, L.P.
INCREASED4,5333,216+1,317+41%$234.4K$317.1K+$82.7K2026-10-30
Burney Co/
UNCHANGED4,2784,27800%$311.9K$299.3K-$12.6K2026-10-15
Tactive Advisors, LLC
DECREASED4,2634,373-110-3%$318.8K$298.2K-$20.6K2026-10-08
Telos Capital Management, Inc.
UNCHANGED4,2524,25200%$310.0K$297.5K-$12.5K2026-11-02
Bulwark Capital Corp
DECREASED4,1848,113-3,929-48%$591.4K$292.7K-$298.7K2026-10-13
McBroom & Associates, LLC
INCREASED4,1023,624+478+13%$264.2K$287.0K+$22.8K2026-10-29
Creative Financial Designs Inc
DECREASED3,97112,199-8,228-67%$889.3K$277.8K-$611.5K2026-11-04
Castleview Partners, LLC
INCREASED3,9623,820+142+4%$278.5K$277.2K-$1.3K2026-10-09
Foundry Financial LLC
INCREASED3,7743,276+498+15%$238.8K$264.1K+$25.2K2026-10-16
Cambridge Financial Group, LLC
UNCHANGED3,6213,62100%$263.9K$263.9K$02026-10-06
Lane Brothers & Co Inc
DECREASED3,3428,558-5,216-61%$623.9K$233.8K-$390.1K2026-11-02
New Harbor Financial Group, LLC
INCREASED3,2383,088+150+5%$225.1K$226.5K+$1.4K2026-10-22
Fourpath Capital Management, LLC
UNCHANGED3,0783,07800%$224.4K$215.3K-$9.0K2026-10-19
Sowell Financial Services LLC
INCREASED2,9732,855+118+4%$208.1K$208.0K-$1162026-10-23
Farther Finance Advisors, LLC
INCREASED2,7501,157+1,593+138%$84.3K$192.4K+$108.1K2026-10-08
Owl Creek Wealth Partners LLC
UNCHANGED1,8451,84500%$134.5K$129.1K-$5.4K2026-10-20
TD Waterhouse Canada Inc.
UNCHANGED1,6321,63200%$119.0K$114.2K-$4.7K2026-10-16
Investors Research Corp
UNCHANGED1,1171,11700%$81.4K$78.1K-$3.3K2026-10-07
Sima Wealth Partners, LLC
UNCHANGED1,0851,08500%$79.1K$75.9K-$3.2K2026-10-19
Asset Dedication, LLC
DECREASED9022,499-1,597-64%$182.2K$63.1K-$119.0K2026-11-03
First Pacific Financial
INCREASED530526+4+1%$38.3K$37.1K-$1.2K2026-10-14
Abound Wealth Management
INCREASED504500+4+1%$36.5K$35.3K-$1.2K2026-10-26
Root Financial Partners, LLC
NEW499—+499——$34.9K—2026-10-21
AlphaCore Capital LLC
NEW473—+473——$33.1K—2026-11-04
CoreCap Advisors, LLC
UNCHANGED40040000%$29.2K$28.0K-$1.2K2026-10-08
StrongBox Wealth, LLC
INCREASED372171+201+118%$12.5K$26.0K+$13.6K2026-11-02
Clark Wealth Partners
INCREASED351348+3+1%$25.5K$24.6K-$9222026-10-19
Key FInancial Inc
UNCHANGED30330300%$22.1K$21.2K-$8912026-11-02
Cdkv Holdings LLC
UNCHANGED30030000%$21.9K$21.0K-$8822026-10-28
Archer Investment Corp
NEW290—+290——$20.3K—2026-11-05
Y.D. More Investments Ltd
UNCHANGED26326300%$19.2K$18.4K-$7822026-11-02
Catherine Avery Investment Management LLC
UNCHANGED25125100%$18.3K$17.6K-$7382026-10-14
Evolution Wealth Management Inc.
NEW250—+250——$17.5K—2026-10-28
NorthAvenue LLC
UNCHANGED20120100%$14.7K$14.1K-$5912026-10-29
Latitude Advisors, LLC
NEW184—+184——$12.9K—2026-10-27
EverSource Wealth Advisors, LLC
UNCHANGED12712700%$9.3K$8.9K-$3732026-11-04
Thurston, Springer, Miller, Herd & Titak, Inc.
INCREASED10560+45+75%$4.4K$7.3K+$3.0K2026-10-14
Triumph Capital Management
INCREASED102101+1+1%$7.4K$7.1K-$2342026-10-14
MJT & Associates Financial Advisory Group, Inc.
UNCHANGED10010000%$7.3K$7.0K-$2942026-10-07
Ashton Thomas Private Wealth, LLC
DECREASED53946-893-94%$69.0K$3.7K-$65.3K2026-11-03
Private Trust Co NA
UNCHANGED505000%$3.6K$3.5K-$1472026-10-20
Ulland Investment Advisors, LLC
UNCHANGED404000%$3$3$02026-10-13
Trust Co
UNCHANGED212100%$1.5K$1.5K-$622026-10-09
SJS Investment Consulting Inc.
DECREASED1415-1-7%$1.1K$989-$1052026-10-26
CLG LLC
CLOSED034,655-34,655-100%$2.5M$0-$2.5M2026-10-13
Plan Group Financial, LLC
CLOSED018,407-18,407-100%$1.3M$0-$1.3M2026-10-22
Integrated Advisors Network LLC
CLOSED04,010-4,010-100%$292.3K$0-$292.3K2026-10-20
Indivisible Partners
CLOSED02,763-2,763-100%$201.4K$0-$201.4K2026-10-26
AdvisorNet Financial, Inc
CLOSED01,464-1,464-100%$106.7K$0-$106.7K2026-10-15
Simplex Trading, LLC
CLOSED0298-298-100%$21.7K$0-$21.7K2026-11-04
Wells Fargo & Company
N/A—2,390,390-2,390,390-100%$174.3M———
Northwestern Mutual Wealth Management Co
N/A—2,065,792-2,065,792-100%$150.6M———
Mainstay Capital Management LLC
N/A—1,563,268-1,563,268-100%$114.0M———
LPL Financial LLC
N/A—1,085,086-1,085,086-100%$79.1M———
Ellevest, Inc.
N/A—1,003,101-1,003,101-100%$73.1M———
Raymond James Financial Inc
N/A—808,250-808,250-100%$58.9M———
Morgan Stanley
N/A—737,550-737,550-100%$53.8M———
Aptus Capital Advisors, LLC
N/A—664,025-664,025-100%$48.4M———
Guardian Wealth Advisors, LLC / NC
N/A—610,225-610,225-100%$44.5M———
Envestnet Asset Management Inc
N/A—586,334-586,334-100%$42.7M———
HighTower Advisors, LLC
N/A—519,693-519,693-100%$37.9M———
Janney Montgomery Scott LLC
N/A—446,030-446,030-100%$32.5M———
Legacy Financial Advisors, Inc.
N/A—394,487-394,487-100%$28.8M———
Integrated Wealth Concepts LLC
N/A—343,724-343,724-100%$25.1M———
Mayport, LLC
N/A—306,597-306,597-100%$22.4M———
Jones Financial Companies Lllp
N/A—294,226-294,226-100%$21.2M———
MML Investors Services, LLC
N/A—276,841-276,841-100%$20.2M———
Invst, LLC
N/A—246,488-246,488-100%$18.0M———
Permanens Capital L.P.
N/A—219,058-219,058-100%$16.0M———
Baird Financial Group, Inc.
N/A—208,524-208,524-100%$15.2M———
WCG Wealth Advisors LLC
N/A—197,396-197,396-100%$14.4M———
Great Valley Advisor Group, Inc.
N/A—173,796-173,796-100%$12.7M———
Rossby Financial, LCC
N/A—170,469-170,469-100%$12.4M———
Osaic Holdings, Inc.
N/A—162,615-162,615-100%$11.9M———
Focus Partners Wealth
N/A—158,675-158,675-100%$11.6M———
Thrivent Financial for Lutherans
N/A—158,046-158,046-100%$11.5M———
Members Advisory Group LLC
N/A—156,601-156,601-100%$11.4M———
Royal Bank of Canada
N/A—155,983-155,983-100%$11.4M———
Lumbard & Kellner, LLC
N/A—153,636-153,636-100%$11.2M———
Cetera Investment Advisers
N/A—139,964-139,964-100%$10.2M———
Retirement Management Systems Inc.
N/A—139,632-139,632-100%$10.2M———
Cabot Wealth Management Inc
N/A—122,555-122,555-100%$8.9M———
Ameritas Investment Partners, Inc.
N/A—120,570-120,570-100%$8.8M———
Tidal Investments LLC
N/A—120,124-120,124-100%$8.8M———
Lansing Street Advisors
N/A—116,211-116,211-100%$8.5M———
OneDigital Investment Advisors LLC
N/A—112,899-112,899-100%$8.2M———
Geneos Wealth Management Inc.
N/A—112,566-112,566-100%$8.2M———
Equitable Holdings, Inc.
N/A—111,150-111,150-100%$8.1M———
Philadelphia Investment Partners, LLC
N/A—106,063-106,063-100%$7.7M———
Harbour Wealth Management Group, Inc.
N/A—105,613-105,613-100%$7.7M———
Foundations Investment Advisors, LLC
N/A—103,822-103,822-100%$7.6M———
Peak Planning Group, LLC
N/A—102,201-102,201-100%$7.5M———
Advisory Services Network, LLC
N/A—99,514-99,514-100%$7.3M———
GTS Securities LLC
N/A—95,127-95,127-100%$6.9M———
Stokes Family Office, LLC
N/A—91,263-91,263-100%$6.7M———
Old Mission Capital LLC
N/A—82,930-82,930-100%$6.0M———
One Charles Private Wealth Services, LLC
N/A—82,719-82,719-100%$6.0M———
Piedmont Capital Management, LLC
N/A—75,263-75,263-100%$5.3M———
Mariner, LLC
N/A—73,717-73,717-100%$5.4M———
Insigneo Advisory Services, LLC
N/A—71,505-71,505-100%$5.2M———
JPMorgan Chase & Co
N/A—63,574-63,574-100%$4.6M———
Per Stirling Capital Management, Llc.
N/A—59,836-59,836-100%$4.4M———
MAI Capital Management
N/A—59,649-59,649-100%$4.3M———
Orion Porfolio Solutions, LLC
N/A—55,000-55,000-100%$4.0M———
Uniting Wealth Partners, LLC
N/A—54,009-54,009-100%$4.0M———
JPL Wealth Management, LLC
N/A—53,409-53,409-100%$3.9M———
Moors & Cabot, Inc.
N/A—52,036-52,036-100%$3.8M———
Valmark Advisers, Inc.
N/A—49,236-49,236-100%$3.6M———
Ethos Financial Group, LLC
N/A—47,451-47,451-100%$2.9M———
Stillwater Private Wealth, LLC
N/A—46,237-46,237-100%$3.1K———
Maripau Wealth Management LLC
N/A—46,045-46,045-100%$3.4M———
CreativeOne Wealth, LLC
N/A—39,223-39,223-100%$2.9M———
Tailwinds Wealth, LLC
N/A—38,706-38,706-100%$2.8M———
Arete Wealth Advisors, LLC
N/A—36,907-36,907-100%$2.7M———
Modern Wealth Management, LLC
N/A—35,055-35,055-100%$2.6M———
Kensington Asset Management, LLC
N/A—33,316-33,316-100%$2.4M———
SouthState Bank Corp
N/A—32,240-32,240-100%$2.4M———
Belpointe Asset Management LLC
N/A—32,171-32,171-100%$2.3M———
Stifel Financial Corp
N/A—31,250-31,250-100%$2.3M———
NewEdge Advisors, LLC
N/A—30,085-30,085-100%$2.2M———
Perissos Private Wealth Management, LLC
N/A—30,069-30,069-100%$2.2M———
Seaview Investment Managers LLC
N/A—30,051-30,051-100%$2.2M———
Harbour Investments, Inc.
N/A—29,315-29,315-100%$2.1M———
Bravias Capital Group, LLC
N/A—27,121-27,121-100%$2.0M———
Captrust Financial Advisors
N/A—26,602-26,602-100%$1.9M———
&partners
N/A—26,458-26,458-100%$1.9M———
Silvercrest Asset Management Group LLC
N/A—26,133-26,133-100%$1.9M———
Ausdal Financial Partners, Inc.
N/A—24,435-24,435-100%$1.8M———
Citadel Advisors LLC
N/A—24,109-24,109-100%$1.8M———
Mutual Advisors, LLC
N/A—23,400-23,400-100%$1.7M———
Savant Capital, LLC
N/A—23,286-23,286-100%$1.7M———
Federation des caisses Desjardins du Quebec
N/A—21,929-21,929-100%$1.6M———
Level Four Advisory Services, LLC
N/A—20,852-20,852-100%$1.5M———
Natixis Advisors, LLC
N/A—19,782-19,782-100%$1.4M———
Legend Financial Advisors, Inc.
N/A—15,817-15,817-100%$1.2M———
Benjamin Edwards Inc
N/A—15,170-15,170-100%$1.1M———
Snowden Capital Advisors LLC
N/A—12,795-12,795-100%$937.0K———
Advyzon Investment Management, LLC
N/A—11,908-11,908-100%$868.1K———
Medallion Wealth Advisors, LLC
N/A—11,498-11,498-100%$838.2K———
Brown Advisory Inc
N/A—11,318-11,318-100%$825.1K———
Principal Securities, Inc.
N/A—11,018-11,018-100%$803.2K———
Quantinno Capital Management LP
N/A—10,849-10,849-100%$790.9K———
Nicolet Bankshares Inc
N/A—10,770-10,770-100%$765.6K———
TFO Wealth Partners, LLC
N/A—10,000-10,000-100%$729.0K———
Western Wealth Management, LLC
N/A—9,922-9,922-100%$723.3K———
BlackDiamond Wealth Management, LLC
N/A—9,917-9,917-100%$656.2K———
Sankala Group LLC
N/A—9,777-9,777-100%$649.4K———
Darden Wealth Group Inc
N/A—8,623-8,623-100%$628.6K———
Marshall Wace, LLP
N/A—8,347-8,347-100%$608.5K———
Beacon Pointe Advisors, LLC
N/A—8,130-8,130-100%$592.7K———
Caprock Group, LLC
N/A—7,342-7,342-100%$537.7K———
US Bancorp \de\
N/A—7,009-7,009-100%$511.0K———
One Degree Advisors Inc
N/A—6,998-6,998-100%$488———
Fiduciary Financial Advisors
N/A—6,991-6,991-100%$509.9K———
Betterment LLC
N/A—6,770-6,770-100%$494.0K———
GS Investments, Inc.
N/A—6,575-6,575-100%$479.3K———
Empowered Funds, LLC
N/A—6,404-6,404-100%$466.9K———
Mercer Global Advisors Inc
N/A—6,063-6,063-100%$442.0K———
Northern Trust Corp
N/A—5,931-5,931-100%$432.4K———
Thoroughbred Financial Services, LLC
N/A—5,922-5,922-100%$431.0K———
Venturi Wealth Management, LLC
N/A—5,744-5,744-100%$418.7K———
Valued Retirements, Inc.
N/A—5,660-5,660-100%$412.6K———
Moneta Group Investment Advisors LLC
N/A—5,645-5,645-100%$411.6K———
Signet Private Wealth LLC
N/A—5,336-5,336-100%$389.0K———
AQR Capital Management LLC
N/A—5,145-5,145-100%$375.1K———
FMR LLC
N/A—5,037-5,037-100%$367.2K———
Baker Boyer National Bank
N/A—5,022-5,022-100%$366.1K———
Commerce Bank
N/A—4,864-4,864-100%$354.6K———
Composition Wealth, LLC
N/A—4,834-4,834-100%$352.4K———
O'shaughnessy Asset Management, LLC
N/A—4,723-4,723-100%$344.3K———
Blue Chip Partners, LLC
N/A—4,388-4,388-100%$319.9K———
UBS Group AG
N/A—4,285-4,285-100%$312.4K———
QRG Capital Management, Inc.
N/A—4,127-4,127-100%$300.9K———
Trailhead Planners LLC
N/A—4,007-4,007-100%$292.1K———
Range Advisory, LLC
N/A—4,005-4,005-100%$292.0K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—3,912-3,912-100%$285.2K———
HRT Financial LP
N/A—3,834-3,834-100%$279.0K———
Stratos Wealth Partners, Ltd.
N/A—3,799-3,799-100%$277.0K———
Fifth Third Bancorp
N/A—3,757-3,757-100%$273.9K———
Savvy Advisors, Inc.
N/A—3,585-3,585-100%$261.3K———
Atlantic Union Bankshares Corp
N/A—3,390-3,390-100%$247.1K———
Ameritas Advisory Services, LLC
N/A—3,304-3,304-100%$240.9K———
Goldstone Financial Group, LLC
N/A—3,267-3,267-100%$238.2K———
Ancora Advisors LLCA
N/A—3,243-3,243-100%$236.4K———
National Bank of Canada
N/A—3,210-3,210-100%$234.0K———
Leavell Investment Management, Inc.
N/A—3,119-3,119-100%$228.4K———
Marshall Investment Management, LLC
N/A—3,116-3,116-100%$227.1K———
Pathstone Holdings, LLC
N/A—2,784-2,784-100%$203.5K———
Anchor Investment Management, LLC
N/A—2,015-2,015-100%$146.9K———
Swisher Financial Concepts, Inc.
N/A—1,892-1,892-100%$137.9K———
UMB Bank, n.a.
N/A—1,600-1,600-100%$116.6K———
AE Wealth Management LLC
N/A—1,491-1,491-100%$108.7K———
Smithfield Trust Co
N/A—1,328-1,328-100%$97.0K———
Arax Advisory Partners
N/A—1,299-1,299-100%$94.7K———
Millstone Evans Group, LLC
N/A—1,204-1,204-100%$87.8K———
Steward Partners Investment Advisory, LLC
N/A—1,019-1,019-100%$74.3K———
Strive Financial Group,LLC
N/A—600-600-100%$43.7K———
Capital Analysts, LLC
N/A—439-439-100%$32———
Allworth Financial LP
N/A—309-309-100%$22.5K———
Rockefeller Capital Management L.P.
N/A—200-200-100%$14.6K———
Mark Sheptoff Financial Planning, LLC
N/A—200-200-100%$14.6K———
Bartlett & Co. Wealth Management LLC
N/A—177-177-100%$13.0K———
Russell Investments Group, Ltd.
N/A—175-175-100%$12.8K———
Ogorek Anthony Joseph
N/A—85-85-100%$6———
LRI Investments, LLC
N/A—52-52-100%$3.8K———
Institute for Wealth Management, Llc.
N/A—16-16-100%$1.2K———
Tower Research Capital LLC (TRC)
N/A—13-13-100%$948———
BlackRock, Inc.
N/A—1-1-100%$41———
Continuum Advisory, LLC
N/A—1-1-100%$69———
Strategic Wealth Partners, Ltd.
N/A—1-1-100%$72———
Showing 331 of 331 institutions