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Avantis US Large Cap Value (AVLV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares9,886,267 from 9,226,406
Change+659,861 (+7%)
Value$912.0M (+$68.9M)
Filed 2026-10-13
Petersen Hastings Wealth Advisors Inc.
INCREASED
Shares1,990,734 from 1,946,250
Change+44,484 (+2%)
Value$180.0M (+$2.5M)
Filed 2026-10-27
Apollon Wealth Management, LLC
INCREASED
Shares1,653,475 from 1,592,606
Change+60,869 (+4%)
Value$149.5M (+$4.3M)
Filed 2026-10-23
Moisand Fitzgerald Tamayo, LLC
INCREASED
Shares1,374,353 from 1,356,674
Change+17,679 (+1%)
Value$124.3M (+$554.2K)
Filed 2026-10-15
HUB Investment Partners, LLC
INCREASED
Shares1,263,884 from 1,205,715
Change+58,169 (+5%)
Value$114.3M (+$4.3M)
Filed 2026-11-03
Commonwealth Equity Services, LLC
INCREASED
Shares1,249,849 from 1,045,145
Change+204,704 (+20%)
Value$113.0M (+$17.7M)
Filed 2026-11-02
Cannon Financial Strategists, Inc.
DECREASED
Shares1,128,907 from 1,130,339
Change-1,432 (0%)
Value$102.1M (-$999.9K)
Filed 2026-10-19
Wealth Management Nebraska
INCREASED
Shares1,065,353 from 1,040,364
Change+24,989 (+2%)
Value$96.4M (+$1.5M)
Filed 2026-10-26
Nixon Peabody Trust Co
DECREASED
Shares1,018,816 from 1,024,753
Change-5,937 (-1%)
Value$92.1M (-$1.3M)
Filed 2026-10-23
B&D White Capital Company, LLC
INCREASED
Shares974,447 from 903,710
Change+70,737 (+8%)
Value$88.1M (+$5.7M)
Filed 2026-11-02
Glenview Trust Co
INCREASED
Shares809,160 from 756,072
Change+53,088 (+7%)
Value$73.2M (+$4.2M)
Filed 2026-10-28
Thrivent Financial for Lutherans
INCREASED
Shares754,880 from 700,394
Change+54,486 (+8%)
Value$68.8M (+$4.9M)
Filed 2026-11-05
Aprio Wealth Management, LLC
INCREASED
Shares714,500 from 421,374
Change+293,126 (+70%)
Value$64.6M (+$26.2M)
Filed 2026-10-28
Annex Advisory Services, LLC
NEW
Shares712,657
Change+712,657
Value$64.5M
Filed 2026-10-16
Park Avenue Securities LLC
DECREASED
Shares705,798 from 706,032
Change-234 (0%)
Value$63.8M (-$565.0K)
Filed 2026-10-26
Kestra Advisory Services, LLC
INCREASED
Shares685,747 from 568,940
Change+116,807 (+21%)
Value$62.0M (+$10.1M)
Filed 2026-11-02
Allegiance Financial Group Advisory Services LLC
INCREASED
Shares684,278 from 676,877
Change+7,401 (+1%)
Value$61.9M (+$148.1K)
Filed 2026-11-02
Voisard Asset Management Group, Inc.
INCREASED
Shares637,838 from 636,183
Change+1,655 (+0%)
Value$57.7M (-$340.2K)
Filed 2026-10-13
Farther Finance Advisors, LLC
INCREASED
Shares593,451 from 580,568
Change+12,883 (+2%)
Value$53.7M (+$718.1K)
Filed 2026-10-08
Opus Capital Group, LLC
DECREASED
Shares498,000 from 502,053
Change-4,053 (-1%)
Value$45.0M (-$753.0K)
Filed 2026-10-30
Visionary Wealth Advisors
INCREASED
Shares497,594 from 494,417
Change+3,177 (+1%)
Value$45.0M (-$93.4K)
Filed 2026-11-04
Legacy Financial Strategies, LLC
INCREASED
Shares496,474 from 487,176
Change+9,298 (+2%)
Value$44.9M (+$465.8K)
Filed 2026-10-15
Willow Creek Wealth Management Inc.
DECREASED
Shares482,434 from 484,943
Change-2,509 (-1%)
Value$43.6M (-$600.3K)
Filed 2026-10-26
Armstrong, Fleming & Moore, Inc
INCREASED
Shares472,569 from 448,575
Change+23,994 (+5%)
Value$42.7M (+$1.8M)
Filed 2026-10-28
Global Strategic Investment Solutions, LLC
DECREASED
Shares439,956 from 444,515
Change-4,559 (-1%)
Value$39.8M (-$754.6K)
Filed 2026-10-16
Apella Capital, LLC
INCREASED
Shares431,721 from 350,410
Change+81,311 (+23%)
Value$39.7M (+$7.8M)
Filed 2026-10-08
ShoreHaven Wealth Partners, LLC
INCREASED
Shares391,797 from 372,316
Change+19,481 (+5%)
Value$35.4M (+$1.5M)
Filed 2026-10-16
Chicago Partners Investment Group LLC
INCREASED
Shares391,020 from 358,021
Change+32,999 (+9%)
Value$36.3M (+$3.5M)
Filed 2026-10-27
Choreo, LLC
NEW
Shares387,116
Change+387,116
Value$35.0M
Filed 2026-10-28
Leading Edge Financial Planning LLC
INCREASED
Shares377,596 from 367,041
Change+10,555 (+3%)
Value$34.1M (+$671.9K)
Filed 2026-10-23
Financial Management Network Inc
INCREASED
Shares355,983 from 324,251
Change+31,732 (+10%)
Value$32.6M (+$2.9M)
Filed 2026-10-09
Symmetry Partners, LLC
INCREASED
Shares352,461 from 344,510
Change+7,951 (+2%)
Value$31.9M (+$453.9K)
Filed 2026-10-27
TCI Wealth Advisors, Inc.
INCREASED
Shares343,363 from 41,919
Change+301,444 (+719%)
Value$31.1M (+$27.2M)
Filed 2026-10-30
McMill Wealth Management
INCREASED
Shares330,833 from 291,738
Change+39,095 (+13%)
Value$29.9M (+$3.3M)
Filed 2026-11-05
Cornerstone Wealth Partners, LLC
INCREASED
Shares321,419 from 279,084
Change+42,335 (+15%)
Value$29.1M (+$3.6M)
Filed 2026-10-28
Fonville Wealth Management LLC
INCREASED
Shares312,654 from 294,650
Change+18,004 (+6%)
Value$28.3M (+$1.4M)
Filed 2026-10-28
Aire Advisors, LLC
INCREASED
Shares274,738 from 267,585
Change+7,153 (+3%)
Value$24.8M (+$440.9K)
Filed 2026-10-22
Meritas Wealth Management, LLC
INCREASED
Shares268,943 from 248,212
Change+20,731 (+8%)
Value$24.3M (+$1.7M)
Filed 2026-10-14
Arlington Financial Advisors, LLC
INCREASED
Shares264,418 from 253,772
Change+10,646 (+4%)
Value$23.9M (+$767.4K)
Filed 2026-10-19
Reap Financial Group, LLC
INCREASED
Shares264,141 from 250,615
Change+13,526 (+5%)
Value$23.9M (+$1.0M)
Filed 2026-11-02
WJ Interests, LLC
INCREASED
Shares257,673 from 246,306
Change+11,367 (+5%)
Value$23.3M (+$838.4K)
Filed 2026-10-14
Fidelity D & D Bancorp Inc
INCREASED
Shares257,173 from 246,107
Change+11,066 (+5%)
Value$23.3M (+$811.3K)
Filed 2026-11-05
Elser Financial Planning, Inc
NEW
Shares255,539
Change+255,539
Value$23.1M
Filed 2026-10-16
Nova R Wealth, Inc.
DECREASED
Shares254,164 from 259,158
Change-4,994 (-2%)
Value$23.0M (-$651.2K)
Filed 2026-10-26
Ullmann Wealth Partners Group, LLC
INCREASED
Shares247,454 from 247,158
Change+296 (+0%)
Value$22.4M (-$163.6K)
Filed 2026-11-02
Oceanside Advisors LLC
INCREASED
Shares244,693 from 243,901
Change+792 (+0%)
Value$22.1M (-$116.2K)
Filed 2026-11-03
Elevation Point Wealth Partners, LLC
INCREASED
Shares230,012 from 199,347
Change+30,665 (+15%)
Value$20.8M (+$2.6M)
Filed 2026-11-05
Kestra Investment Management, LLC
DECREASED
Shares225,000 from 247,841
Change-22,841 (-9%)
Value$20.3M (-$2.3M)
Filed 2026-11-04
Integrated Capital Management, Inc.
DECREASED
Shares224,744 from 236,633
Change-11,889 (-5%)
Value$20.3M (-$1.3M)
Filed 2026-10-09
Advantage Trust Co
INCREASED
Shares224,248 from 222,996
Change+1,252 (+1%)
Value$20.3M (-$58.5K)
Filed 2026-10-19
Heritage Wealth Management, Inc.
DECREASED
Shares217,927 from 227,848
Change-9,921 (-4%)
Value$19.7M (-$1.1M)
Filed 2026-10-27
Avidian Wealth Enterprises, LLC
NEW
Shares217,738
Change+217,738
Value$19.7M
Filed 2026-10-08
Seros Financial, LLC
INCREASED
Shares212,685 from 109,073
Change+103,612 (+95%)
Value$19.2M (+$9.3M)
Filed 2026-10-21
BostonPremier Wealth LLC
INCREASED
Shares210,718 from 203,126
Change+7,592 (+4%)
Value$19.1M (+$530.2K)
Filed 2026-10-16
Apollon Financial, LLC
INCREASED
Shares210,258 from 204,736
Change+5,522 (+3%)
Value$19.0M (+$341.8K)
Filed 2026-10-23
Perigon Wealth Management, LLC
INCREASED
Shares207,801 from 203,328
Change+4,473 (+2%)
Value$18.8M (+$248.0K)
Filed 2026-10-22
Kooman & Associates
INCREASED
Shares207,515 from 201,011
Change+6,504 (+3%)
Value$18.8M (+$433.4K)
Filed 2026-10-21
Shotwell Rutter Baer Inc
DECREASED
Shares207,085 from 210,507
Change-3,422 (-2%)
Value$18.7M (-$471.6K)
Filed 2026-10-14
Atria Investments, Inc
INCREASED
Shares197,254 from 187,597
Change+9,657 (+5%)
Value$17.8M (+$729.0K)
Filed 2026-10-15
Team Financial Group, LLC
INCREASED
Shares192,937 from 112,982
Change+79,955 (+71%)
Value$17.4M (+$7.1M)
Filed 2026-10-30
MFA Wealth Advisors, LLC
INCREASED
Shares190,429 from 182,168
Change+8,261 (+5%)
Value$17.2M (+$606.9K)
Filed 2026-10-07
Valued Wealth Advisors LLC
INCREASED
Shares189,710 from 183,729
Change+5,981 (+3%)
Value$17.2M (+$399.5K)
Filed 2026-11-05
Collective Family Office LLC
INCREASED
Shares187,163 from 183,567
Change+3,596 (+2%)
Value$16.9M (+$183.9K)
Filed 2026-10-05
Hill Island Financial LLC
DECREASED
Shares186,367 from 237,431
Change-51,064 (-22%)
Value$16.9M (-$4.8M)
Filed 2026-10-20
Websterrogers Financial Advisors, LLC
DECREASED
Shares180,713 from 181,790
Change-1,077 (-1%)
Value$16.3M (-$237.4K)
Filed 2026-11-02
Sylvest Advisors, LLC
INCREASED
Shares177,946 from 16,291
Change+161,655 (+992%)
Value$16.1M (+$14.6M)
Filed 2026-10-26
Northland Capital Management LLC
INCREASED
Shares173,519 from 169,703
Change+3,816 (+2%)
Value$15.7M (+$214.4K)
Filed 2026-10-15
Entrewealth, LLC
INCREASED
Shares171,752 from 88,656
Change+83,096 (+94%)
Value$15.5M (+$7.2M)
Filed 2026-10-14
Bannerman Wealth Management Group, LLC
INCREASED
Shares169,781 from 163,551
Change+6,230 (+4%)
Value$15.4M (+$437.5K)
Filed 2026-10-09
Nations Financial Group Inc,
INCREASED
Shares166,637 from 129,630
Change+37,007 (+29%)
Value$15.1M (+$3.2M)
Filed 2026-11-05
Certified Advisory Corp
DECREASED
Shares164,516 from 176,900
Change-12,384 (-7%)
Value$14.9M (-$1.3M)
Filed 2026-10-29
Krilogy Financial LLC
DECREASED
Shares162,529 from 171,466
Change-8,937 (-5%)
Value$15.1M (-$546.9K)
Filed 2026-10-13
Verus Financial Partners, Inc.
DECREASED
Shares155,578 from 197,709
Change-42,131 (-21%)
Value$14.1M (-$4.0M)
Filed 2026-10-29
Financial Futures Ltd Liability Co.
INCREASED
Shares155,074 from 149,691
Change+5,383 (+4%)
Value$14.0M (+$371.6K)
Filed 2026-10-13
Kings Path Partners LLC
DECREASED
Shares154,050 from 163,487
Change-9,437 (-6%)
Value$13.9M (-$979.4K)
Filed 2026-10-21
Fulton Bank, N.A.
INCREASED
Shares152,087 from 76,248
Change+75,839 (+99%)
Value$13.8M (+$6.8M)
Filed 2026-10-14
First National Bank Sioux Falls
DECREASED
Shares146,789 from 225,021
Change-78,232 (-35%)
Value$13.3M (-$5.8M)
Filed 2026-10-13
Fortitude Family Office, LLC
INCREASED
Shares143,811 from 138,251
Change+5,560 (+4%)
Value$13.0M (+$396.4K)
Filed 2026-10-14
Fifth Third Bancorp
INCREASED
Shares143,278 from 117,717
Change+25,561 (+22%)
Value$13.0M (+$2.2M)
Filed 2026-11-05
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED
Shares139,173 from 139,604
Change-431 (0%)
Value$12.6M (-$146.5K)
Filed 2026-11-03
Quadcap Wealth Management, LLC
INCREASED
Shares134,116 from 126,947
Change+7,169 (+6%)
Value$12.1M (+$550.5K)
Filed 2026-11-02
Bauman Advisory Group, LLC
INCREASED
Shares133,892 from 126,848
Change+7,044 (+6%)
Value$12.1M (+$539.3K)
Filed 2026-10-29
Creative Planning
INCREASED
Shares131,091 from 120,860
Change+10,231 (+8%)
Value$11.9M (+$832.2K)
Filed 2026-11-02
Foundry Financial Group, Inc.
INCREASED
Shares129,841 from 125,841
Change+4,000 (+3%)
Value$11.7M (+$264.9K)
Filed 2026-10-28
EnRich Financial Partners LLC
INCREASED
Shares128,706 from 125,803
Change+2,903 (+2%)
Value$11.6M (+$165.7K)
Filed 2026-10-21
Sage Rhino Capital LLC
DECREASED
Shares128,494 from 128,798
Change-304 (0%)
Value$11.6M (-$126.6K)
Filed 2026-10-28
Cherry Tree Wealth Management, LLC
INCREASED
Shares124,846 from 123,199
Change+1,647 (+1%)
Value$11.3M (+$54.1K)
Filed 2026-10-15
Ridgeline Wealth, LLC
INCREASED
Shares122,012 from 117,201
Change+4,811 (+4%)
Value$11.4M (+$660.9K)
Filed 2026-10-14
Dahring | Cusmano LLC
NEW
Shares117,990
Change+117,990
Value$10.7M
Filed 2026-11-03
Networth Advisors, LLC
INCREASED
Shares116,495 from 114,938
Change+1,557 (+1%)
Value$10.5M (+$52.3K)
Filed 2026-11-03
Forthright Family Wealth Advisory LLC
INCREASED
Shares116,379 from 116,048
Change+331 (+0%)
Value$10.5M (-$59.5K)
Filed 2026-11-03
Anderson Hoagland & Co
INCREASED
Shares114,596 from 105,513
Change+9,083 (+9%)
Value$10.7M (+$1.1M)
Filed 2026-10-23
Financial Partners Group, Inc
INCREASED
Shares109,219 from 73,687
Change+35,532 (+48%)
Value$9.9M (+$3.2M)
Filed 2026-10-19
TrustWell Financial Advisors, LLC
INCREASED
Shares107,997 from 105,354
Change+2,643 (+3%)
Value$9.8M (+$157.9K)
Filed 2026-10-15
Vestment Financial LLC
INCREASED
Shares104,796 from 102,182
Change+2,614 (+3%)
Value$9.5M (+$133.0K)
Filed 2026-10-13
Strategent Financial, LLC
INCREASED
Shares102,450 from 94,518
Change+7,932 (+8%)
Value$9.3M (+$644.6K)
Filed 2026-10-30
S&A Financial Services, Inc.
INCREASED
Shares101,796 from 95,843
Change+5,953 (+6%)
Value$9.2M (+$464.6K)
Filed 2026-11-03
Strategic Blueprint, LLC
DECREASED
Shares99,725 from 101,276
Change-1,551 (-2%)
Value$9.0M (-$218.2K)
Filed 2026-10-22
Yardley Wealth Management LLC
INCREASED
Shares99,680 from 96,964
Change+2,716 (+3%)
Value$9.0M (+$171.0K)
Filed 2026-10-23
M Holdings Securities, Inc.
NEW
Shares98,116
Change+98,116
Value$9.2K
Filed 2026-11-03
Prosperity Planning, Inc.
INCREASED
Shares98,051 from 91,798
Change+6,253 (+7%)
Value$8.9M (+$494.8K)
Filed 2026-10-09
Quantum Financial Partners LLC
DECREASED
Shares97,531 from 99,991
Change-2,460 (-2%)
Value$8.8M (-$299.5K)
Filed 2026-10-19
Echo Wealth Management, LLC
INCREASED
Shares94,976 from 91,242
Change+3,734 (+4%)
Value$8.6M (+$267.4K)
Filed 2026-10-15
LongView Wealth Management
NEW
Shares90,276
Change+90,276
Value$8.2M
Filed 2026-10-19
Burk Holdings LLC
INCREASED
Shares86,674 from 80,870
Change+5,804 (+7%)
Value$7.8M (+$462.7K)
Filed 2026-11-05
Midwest Financial Group LLC
INCREASED
Shares85,748 from 79,903
Change+5,845 (+7%)
Value$7.8M (+$467.1K)
Filed 2026-10-15
SRH Advisors, LLC
INCREASED
Shares85,350 from 78,461
Change+6,889 (+9%)
Value$7.7M (+$562.7K)
Filed 2026-10-22
White Pine Investment Co
DECREASED
Shares84,821 from 84,938
Change-117 (0%)
Value$7.7M (-$76.0K)
Filed 2026-10-15
Factor Wealth Management LTD
DECREASED
Shares79,973 from 81,585
Change-1,612 (-2%)
Value$7.2M (-$208.6K)
Filed 2026-10-08
Concord Wealth Partners
DECREASED
Shares79,474 from 84,208
Change-4,734 (-6%)
Value$7.2M (-$493.0K)
Filed 2026-11-02
AlphaCore Capital LLC
DECREASED
Shares78,017 from 81,990
Change-3,973 (-5%)
Value$7.1M (-$422.4K)
Filed 2026-11-04
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares77,374 from 57,494
Change+19,880 (+35%)
Value$7.0M (+$1.8M)
Filed 2026-10-07
Madrid Wealth Management, LLC
INCREASED
Shares75,871 from 64,556
Change+11,315 (+18%)
Value$6.9M (+$973.7K)
Filed 2026-10-23
Greenwood Capital Associates LLC
INCREASED
Shares74,635 from 67,712
Change+6,923 (+10%)
Value$6.7M (+$574.0K)
Filed 2026-10-27
Concord Asset Management, LLC
DECREASED
Shares73,695 from 78,094
Change-4,399 (-6%)
Value$6.7M (-$458.0K)
Filed 2026-11-02
Larson Financial Group LLC
DECREASED
Shares73,334 from 74,418
Change-1,084 (-1%)
Value$6.6M (-$155.4K)
Filed 2026-11-05
Vise Technologies, Inc.
NEW
Shares70,923
Change+70,923
Value$6.4M
Filed 2026-10-29
Plancorp, LLC
INCREASED
Shares70,059 from 35,559
Change+34,500 (+97%)
Value$6.6M (+$3.3M)
Filed 2026-11-03
Axxcess Wealth Management, LLC
DECREASED
Shares67,604 from 81,667
Change-14,063 (-17%)
Value$6.1M (-$1.3M)
Filed 2026-10-21
Able Financial Group, LLC
INCREASED
Shares66,986 from 60,876
Change+6,110 (+10%)
Value$6.1M (+$505.7K)
Filed 2026-10-14
Fifth Third Wealth Advisors LLC
DECREASED
Shares64,981 from 67,114
Change-2,133 (-3%)
Value$5.9M (-$244.6K)
Filed 2026-10-22
Porter White Investment Advisors, Inc.
INCREASED
Shares64,586 from 20,357
Change+44,229 (+217%)
Value$5.8M (+$4.0M)
Filed 2026-10-14
Herold Advisors, Inc.
INCREASED
Shares64,335 from 41,231
Change+23,104 (+56%)
Value$5.8M (+$2.1M)
Filed 2026-10-19
Mattern Wealth Management LLC
INCREASED
Shares63,641 from 53,141
Change+10,500 (+20%)
Value$5.8M (+$908.7K)
Filed 2026-11-04
Premier Path Wealth Partners, LLC
DECREASED
Shares63,430 from 90,846
Change-27,416 (-30%)
Value$5.7M (-$2.5M)
Filed 2026-10-16
Sovran Advisors, LLC
INCREASED
Shares60,982 from 54,213
Change+6,769 (+12%)
Value$5.8M (+$749.8K)
Filed 2026-11-02
CRA Financial Services, LLC
INCREASED
Shares60,718 from 56,655
Change+4,063 (+7%)
Value$5.5M (+$323.8K)
Filed 2026-10-16
Diversify Advisory Services, LLC
INCREASED
Shares58,462 from 57,152
Change+1,310 (+2%)
Value$5.5M (+$192.6K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares58,462 from 57,152
Change+1,310 (+2%)
Value$5.5M (+$192.6K)
Filed 2026-10-20
Greenspring Advisors, LLC
INCREASED
Shares58,130 from 56,566
Change+1,564 (+3%)
Value$5.3M (+$97.9K)
Filed 2026-11-05
Sprinkle Financial Consultants LLC
INCREASED
Shares57,719 from 36,907
Change+20,812 (+56%)
Value$5.2M (+$1.9M)
Filed 2026-10-09
Prosperity Financial Group, Inc.
DECREASED
Shares56,629 from 57,070
Change-441 (-1%)
Value$5.1M (-$83.9K)
Filed 2026-10-29
Tenzing Financial LLC
INCREASED
Shares55,956 from 53,401
Change+2,555 (+5%)
Value$5.2M (+$334.7K)
Filed 2026-11-03
Navigoe, LLC
DECREASED
Shares55,872 from 56,347
Change-475 (-1%)
Value$5.1M (-$86.0K)
Filed 2026-11-04
Flagship Harbor Advisors, LLC
INCREASED
Shares55,215 from 54,172
Change+1,043 (+2%)
Value$5.0M (+$52.7K)
Filed 2026-10-26
Bayshore Asset Management, LLC
INCREASED
Shares53,250 from 49,318
Change+3,932 (+8%)
Value$4.9M (+$446.5K)
Filed 2026-11-03
Mendota Financial Group, LLC
INCREASED
Shares53,106 from 44,852
Change+8,254 (+18%)
Value$4.8M (+$712.0K)
Filed 2026-10-07
SFM, LLC d/b/a Sweeney Financial Advisors
INCREASED
Shares52,738 from 20,816
Change+31,922 (+153%)
Value$4.8M (+$2.9M)
Filed 2026-10-14
Mattern Capital Management, LLC
INCREASED
Shares52,175 from 45,054
Change+7,121 (+16%)
Value$4.7M (+$609.3K)
Filed 2026-11-02
Sarver Vrooman Wealth Advisors
INCREASED
Shares51,308 from 44,966
Change+6,342 (+14%)
Value$4.6M (+$534.0K)
Filed 2026-10-01
Arsenal Capital Advisors LLC
INCREASED
Shares50,751 from 43,244
Change+7,507 (+17%)
Value$4.6M (+$645.6K)
Filed 2026-11-02
Asset One Wealth Management LLC
NEW
Shares49,404
Change+49,404
Value$4.5M
Filed 2026-11-02
Ballast Financial Advisors LLC
DECREASED
Shares49,201 from 51,252
Change-2,051 (-4%)
Value$4.4M (-$225.0K)
Filed 2026-10-26
Tableaux LLC
NEW
Shares47,947
Change+47,947
Value$4.3M
Filed 2026-10-23
Decker Retirement Planning Inc.
INCREASED
Shares47,289 from 45,063
Change+2,226 (+5%)
Value$4.3M (+$166.6K)
Filed 2026-10-19
WMG Financial Advisors, LLC
UNCHANGED
Shares46,186 from 46,186
Change0 (0%)
Value$4.2M ($0)
Filed 2026-10-28
Stone Summit Wealth LLC
DECREASED
Shares45,864 from 47,117
Change-1,253 (-3%)
Value$4.1M (-$149.6K)
Filed 2026-10-14
Hudson Oak Wealth Advisory LLC
INCREASED
Shares45,252 from 44,804
Change+448 (+1%)
Value$4.1M (+$6.0K)
Filed 2026-10-16
Legacy Financial Group, Inc.
INCREASED
Shares44,037 from 41,373
Change+2,664 (+6%)
Value$4.0M (+$209.1K)
Filed 2026-10-21
Dynamic Advisor Solutions LLC
INCREASED
Shares43,098 from 42,452
Change+646 (+2%)
Value$3.9M (+$25.8K)
Filed 2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares42,298 from 38,429
Change+3,869 (+10%)
Value$3.8M (+$320.0K)
Filed 2026-11-02
Wealthcare Advisory Partners LLC
DECREASED
Shares42,049 from 43,218
Change-1,169 (-3%)
Value$3.8M (-$139.0K)
Filed 2026-10-21
Frankly Finances, LLC
DECREASED
Shares41,255 from 41,894
Change-639 (-2%)
Value$3.7M (-$90.1K)
Filed 2026-10-28
Armbruster Capital Management, Inc.
INCREASED
Shares40,678 from 39,958
Change+720 (+2%)
Value$3.7M (+$34.3K)
Filed 2026-10-19
Parsons Capital Management Inc
INCREASED
Shares40,428 from 18,857
Change+21,571 (+114%)
Value$3.7M (+$1.9M)
Filed 2026-10-28
Independent Financial Group, LLC
INCREASED
Shares40,341 from 38,960
Change+1,381 (+4%)
Value$3.6M (+$94.9K)
Filed 2026-10-13
Prudent Investor Advisors, LLC
NEW
Shares40,038
Change+40,038
Value$3.6M
Filed 2026-10-22
Midwest Heritage Bank, FSB
DECREASED
Shares38,896 from 40,854
Change-1,958 (-5%)
Value$3.5M (-$208.5K)
Filed 2026-10-26
Kane Co Wealth Management, Inc.
INCREASED
Shares38,738 from 38,275
Change+463 (+1%)
Value$3.5M (+$12.4K)
Filed 2026-11-04
Well Done, LLC
DECREASED
Shares36,374 from 36,677
Change-303 (-1%)
Value$3.3M (-$55.6K)
Filed 2026-10-20
Vannoy Advisory Group, Inc.
DECREASED
Shares35,238 from 36,082
Change-844 (-2%)
Value$3.2M (-$104.2K)
Filed 2026-10-13
Guidance Capital, Inc
DECREASED
Shares35,099 from 36,654
Change-1,555 (-4%)
Value$3.3M (-$70.7K)
Filed 2026-11-03
Crosspoint Financial, LLC
INCREASED
Shares34,257 from 8,341
Change+25,916 (+311%)
Value$3.1M (+$2.3M)
Filed 2026-11-03
Directional Asset Management
INCREASED
Shares33,878 from 25,011
Change+8,867 (+35%)
Value$3.1M (+$782.7K)
Filed 2026-10-22
LexAurum Advisors, LLC
INCREASED
Shares33,691 from 30,366
Change+3,325 (+11%)
Value$3.0M (+$277.3K)
Filed 2026-10-19
Orba Wealth Advisors, L.L.C.
INCREASED
Shares33,455 from 28,462
Change+4,993 (+18%)
Value$3.0M (+$429.6K)
Filed 2026-10-23
Summit Financial Strategies, Inc.
DECREASED
Shares33,291 from 33,473
Change-182 (-1%)
Value$3.0M (-$42.2K)
Filed 2026-10-14
Pacific Asset Management, LLC
INCREASED
Shares31,320 from 30,401
Change+919 (+3%)
Value$2.8M (+$59.8K)
Filed 2026-10-15
United Advisor Group, LLC
INCREASED
Shares31,307 from 23,764
Change+7,543 (+32%)
Value$2.8M (+$663.9K)
Filed 2026-11-03
Cypress Point Wealth Management, LLC
INCREASED
Shares30,798 from 30,797
Change+1 (0%)
Value$2.8M (-$23.6K)
Filed 2026-11-03
Cap Partners, LLC
INCREASED
Shares30,767 from 30,481
Change+286 (+1%)
Value$2.8M (+$2.4K)
Filed 2026-10-19
Waterfront Wealth Inc.
DECREASED
Shares30,749 from 31,712
Change-963 (-3%)
Value$2.9M (-$36.9K)
Filed 2026-11-03
NorthCrest Asset Manangement, LLC
INCREASED
Shares29,682 from 27,933
Change+1,749 (+6%)
Value$2.7M (+$195.9K)
Filed 2026-10-13
Andrews Advisory Associates, LLC
INCREASED
Shares29,519 from 25,104
Change+4,415 (+18%)
Value$2.7M (+$379.9K)
Filed 2026-10-15
BFI Wealth Solutions, LLC
INCREASED
Shares29,292 from 21,706
Change+7,586 (+35%)
Value$2.6M (+$642.2K)
Filed 2026-10-16
Equity Wealth Partners, LLC
DECREASED
Shares29,069 from 29,583
Change-514 (-2%)
Value$2.6M (-$69.3K)
Filed 2026-10-26
Three Arch Wealth Management LLC
INCREASED
Shares27,826 from 27,764
Change+62 (+0%)
Value$2.5M (-$15.8K)
Filed 2026-10-20
Vaquero Private Wealth, LTD
NEW
Shares26,209
Change+26,209
Value$2.4M
Filed 2026-10-27
Forum Financial Management, LP
INCREASED
Shares25,873 from 25,721
Change+152 (+1%)
Value$2.3M (-$6.1K)
Filed 2026-10-16
SC&H Financial Advisors, Inc.
INCREASED
Shares25,073 from 25,011
Change+62 (+0%)
Value$2.3M (-$13.7K)
Filed 2026-10-14
Modera Wealth Management, LLC
DECREASED
Shares24,945 from 33,594
Change-8,649 (-26%)
Value$2.3M (-$808.1K)
Filed 2026-10-28
Evolution Wealth Management Inc.
INCREASED
Shares24,775 from 18,002
Change+6,773 (+38%)
Value$2.2M (+$598.7K)
Filed 2026-10-28
Wedmont Private Capital
INCREASED
Shares24,732 from 24,376
Change+356 (+1%)
Value$2.3M (+$54.1K)
Filed 2026-10-09
Layline Advisors, LLC
DECREASED
Shares24,368 from 25,070
Change-702 (-3%)
Value$2.2M (-$82.8K)
Filed 2026-11-02
GEM Asset Management, LLC
DECREASED
Shares24,258 from 24,643
Change-385 (-2%)
Value$2.2M (-$53.8K)
Filed 2026-10-13
Fifth Third Securities, Inc.
INCREASED
Shares23,393 from 23,383
Change+10 (+0%)
Value$2.1M (-$17.1K)
Filed 2026-10-21
Haven Private, LLC
INCREASED
Shares23,029 from 16,775
Change+6,254 (+37%)
Value$2.1M (+$552.7K)
Filed 2026-10-27
Parallel Advisors, LLC
INCREASED
Shares21,973 from 21,405
Change+568 (+3%)
Value$2.0M (+$34.8K)
Filed 2026-11-03
AGH Wealth Advisors, LLC
INCREASED
Shares21,482 from 19,921
Change+1,561 (+8%)
Value$1.9M (+$125.9K)
Filed 2026-10-26
Parkshore Wealth Management, Inc.
DECREASED
Shares21,475 from 23,084
Change-1,609 (-7%)
Value$1.9M (-$163.3K)
Filed 2026-10-13
Approach Retirement Advisors, LLC
INCREASED
Shares21,302 from 19,482
Change+1,820 (+9%)
Value$1.9M (+$149.6K)
Filed 2026-10-22
Bokf, NA
INCREASED
Shares21,132 from 5,693
Change+15,439 (+271%)
Value$1.9M (+$1.4M)
Filed 2026-10-27
Freestate Advisors LLC
INCREASED
Shares20,419 from 5,033
Change+15,386 (+306%)
Value$1.8M (+$1.4M)
Filed 2026-10-09
Platt Wealth Management LLC
INCREASED
Shares19,200 from 11,270
Change+7,930 (+70%)
Value$1.7M (+$709.0K)
Filed 2026-11-04
Stegent Equity Advisors, Inc.
INCREASED
Shares18,985 from 11,193
Change+7,792 (+70%)
Value$1.7M (+$696.1K)
Filed 2026-10-13
Northwest Wealth Management, LLC
INCREASED
Shares18,683 from 17,313
Change+1,370 (+8%)
Value$1.7M (+$110.5K)
Filed 2026-10-30
Signal Advisors Wealth, LLC
INCREASED
Shares18,627 from 17,982
Change+645 (+4%)
Value$1.7M (+$44.5K)
Filed 2026-10-13
Dixon Fnancial Services, Inc.
UNCHANGED
Shares17,964 from 17,964
Change0 (0%)
Value$1.6M (-$13.8K)
Filed 2026-10-23
Vicus Capital
DECREASED
Shares17,873 from 17,888
Change-15 (0%)
Value$1.6M (-$15.2K)
Filed 2026-11-05
Meridian Wealth Management, LLC
INCREASED
Shares17,731 from 17,366
Change+365 (+2%)
Value$1.6M (+$19.7K)
Filed 2026-11-05
SeedSafe Financial LLC
UNCHANGED
Shares17,693 from 17,693
Change0 (0%)
Value$1.6M (-$13.6K)
Filed 2026-11-02
Sapient Capital LLC
UNCHANGED
Shares17,579 from 17,579
Change0 (0%)
Value$1.6M (-$13.5K)
Filed 2026-10-08
Acropolis Investment Management, LLC
UNCHANGED
Shares17,545 from 17,545
Change0 (0%)
Value$1.6M (-$13.5K)
Filed 2026-10-08
Vista Investment Partners LLC
INCREASED
Shares17,431 from 16,322
Change+1,109 (+7%)
Value$1.6M (+$87.7K)
Filed 2026-10-08
KFG LLC
NEW
Shares17,239
Change+17,239
Value$1.6M
Filed 2026-11-02
USAdvisors Wealth Management, LLC
DECREASED
Shares17,109 from 17,124
Change-15 (0%)
Value$1.5M (-$14.0K)
Filed 2026-10-21
Concurrent Investment Advisors, LLC
NEW
Shares17,094
Change+17,094
Value$1.5M
Filed 2026-10-16
HBW Advisory Services LLC
INCREASED
Shares16,946 from 14,069
Change+2,877 (+20%)
Value$1.5M (+$249.3K)
Filed 2026-10-15
Klingman & Associates, LLC
NEW
Shares16,722
Change+16,722
Value$1.5M
Filed 2026-10-20
LAM Group, Inc.
INCREASED
Shares16,655 from 16,150
Change+505 (+3%)
Value$1.5M (+$33.2K)
Filed 2026-10-26
Santori & Peters, Inc.
NEW
Shares16,556
Change+16,556
Value$1.5M
Filed 2026-10-26
Fund Evaluation Group, LLC
UNCHANGED
Shares15,700 from 15,700
Change0 (0%)
Value$1.4M (-$12.1K)
Filed 2026-11-05
Tranquility Partners, LLC
INCREASED
Shares15,498 from 14,496
Change+1,002 (+7%)
Value$1.4M (+$81.1K)
Filed 2026-10-20
Kachkovsky & Fisher, Inc.
INCREASED
Shares14,823 from 13,881
Change+942 (+7%)
Value$1.3M (+$73.9K)
Filed 2026-10-21
Evanson Financial, LLC
INCREASED
Shares14,495 from 7,297
Change+7,198 (+99%)
Value$1.3M (+$645.4K)
Filed 2026-10-23
Lifetime Wealth Management P.C.
DECREASED
Shares14,206 from 14,613
Change-407 (-3%)
Value$1.3M (-$48.1K)
Filed 2026-10-29
Foster Group, Inc.
DECREASED
Shares13,680 from 15,613
Change-1,933 (-12%)
Value$1.2M (-$186.8K)
Filed 2026-10-13
GC Wealth Management RIA, LLC
INCREASED
Shares13,661 from 13,517
Change+144 (+1%)
Value$1.2M (+$2.7K)
Filed 2026-11-02
Kestra Private Wealth Services, LLC
INCREASED
Shares13,434 from 3,073
Change+10,361 (+337%)
Value$1.2M (+$934.7K)
Filed 2026-10-30
Elevation Wealth Partners, LLC
DECREASED
Shares13,305 from 13,490
Change-185 (-1%)
Value$1.2M (-$27.1K)
Filed 2026-10-07
Winnacle Wealth LLC
NEW
Shares12,465
Change+12,465
Value$1.1M
Filed 2026-10-15
Hazlett, Burt & Watson, Inc.
INCREASED
Shares12,401 from 6,277
Change+6,124 (+98%)
Value$558.6K (+$297.2K)
Filed 2026-11-04
Wealth Architects, LLC
UNCHANGED
Shares12,272 from 12,272
Change0 (0%)
Value$1.1M (-$9.4K)
Filed 2026-11-03
Uptick Partners, LLC
INCREASED
Shares11,720 from 7,593
Change+4,127 (+54%)
Value$1.1M (+$367.4K)
Filed 2026-11-04
Integrity Investment Advisors, LLC
NEW
Shares11,298
Change+11,298
Value$1.0M
Filed 2026-11-03
Eastern Bank
UNCHANGED
Shares11,294 from 11,294
Change0 (0%)
Value$1.0M (-$8.7K)
Filed 2026-10-05
RFG Advisory, LLC
NEW
Shares10,828
Change+10,828
Value$979.3K
Filed 2026-11-03
Freedom Day Solutions, LLC
DECREASED
Shares10,604 from 16,894
Change-6,290 (-37%)
Value$959.0K (-$581.9K)
Filed 2026-10-20
Regions Financial Corp
INCREASED
Shares9,884 from 9,820
Change+64 (+1%)
Value$893.9K (-$1.8K)
Filed 2026-11-05
Clarity Capital Advisors, LLC
INCREASED
Shares9,735 from 9,711
Change+24 (+0%)
Value$880.4K (-$5.3K)
Filed 2026-10-27
Accredited Investors Inc.
UNCHANGED
Shares9,568 from 9,568
Change0 (0%)
Value$865.3K (-$7.4K)
Filed 2026-11-03
Cornerstone Wealth Management, LLC
INCREASED
Shares9,127 from 4,447
Change+4,680 (+105%)
Value$825.4K (+$419.8K)
Filed 2026-11-04
Diversified Portfolios, Inc.
DECREASED
Shares8,869 from 8,974
Change-105 (-1%)
Value$802.1K (-$16.4K)
Filed 2026-11-04
Arbor Wealth Advisors LLC
INCREASED
Shares8,800 from 7,735
Change+1,065 (+14%)
Value$795.9K (+$90.4K)
Filed 2026-10-09
Revolve Wealth Partners, LLC
UNCHANGED
Shares8,648 from 8,648
Change0 (0%)
Value$782.1K (-$6.7K)
Filed 2026-10-23
Riverchase Wealth Management, LLC
UNCHANGED
Shares8,431 from 8,431
Change0 (0%)
Value$762.5K (-$6.5K)
Filed 2026-10-28
Foundry Financial LLC
INCREASED
Shares8,341 from 7,493
Change+848 (+11%)
Value$754.4K (+$71.0K)
Filed 2026-10-16
Abacus Planning Group, Inc.
INCREASED
Shares8,330 from 8,323
Change+7 (+0%)
Value$753.4K (-$5.8K)
Filed 2026-11-02
Tempus Wealth Planning, LLC
NEW
Shares8,215
Change+8,215
Value$743.0K
Filed 2026-10-14
Mission Wealth Management, LP
DECREASED
Shares8,031 from 8,707
Change-676 (-8%)
Value$726.4K (-$67.8K)
Filed 2026-10-15
CWA Asset Management Group, LLC
DECREASED
Shares7,984 from 7,993
Change-9 (0%)
Value$722.1K (-$7.0K)
Filed 2026-10-19
West Wealth Group, LLC
INCREASED
Shares7,923 from 7,903
Change+20 (+0%)
Value$716.6K (-$4.3K)
Filed 2026-10-14
Beacon Financial Advisory LLC
NEW
Shares7,898
Change+7,898
Value$714.3K
Filed 2026-10-16
Legacy Capital Wealth Partners, LLC
DECREASED
Shares7,806 from 8,136
Change-330 (-4%)
Value$706.0K (-$36.1K)
Filed 2026-10-21
Fiduciary Advisors, Inc.
INCREASED
Shares7,777 from 7,757
Change+20 (+0%)
Value$703.3K (-$4.2K)
Filed 2026-10-16
Insight Wealth Partners, LLC
DECREASED
Shares7,600 from 8,038
Change-438 (-5%)
Value$687.3K (-$45.9K)
Filed 2026-10-26
Adamsbrown Wealth Consultants LLC
INCREASED
Shares7,279 from 7,261
Change+18 (+0%)
Value$658.3K (-$4.0K)
Filed 2026-10-20
Root Financial Partners, LLC
INCREASED
Shares6,943 from 3,646
Change+3,297 (+90%)
Value$627.9K (+$295.4K)
Filed 2026-10-21
Bank of New York Mellon Corp
DECREASED
Shares6,562 from 178,594
Change-172,032 (-96%)
Value$593.4K (-$15.7M)
Filed 2026-11-05
Financial Synergies Wealth Advisors, Inc.
DECREASED
Shares6,413 from 7,341
Change-928 (-13%)
Value$580.0K (-$89.6K)
Filed 2026-10-16
Level Financial Advisors
DECREASED
Shares6,342 from 7,256
Change-914 (-13%)
Value$573.6K (-$88.3K)
Filed 2026-10-13
Traphagen Investment Advisors LLC
UNCHANGED
Shares6,315 from 6,315
Change0 (0%)
Value$571.1K (-$4.9K)
Filed 2026-10-14
BIP Wealth, LLC
INCREASED
Shares6,305 from 6,148
Change+157 (+3%)
Value$570.3K (+$9.5K)
Filed 2026-10-22
Acorn Financial Advisory Services Inc
UNCHANGED
Shares6,283 from 6,283
Change0 (0%)
Value$568.2K (-$4.8K)
Filed 2026-11-02
Andrews, Lucia Wealth Management LLC
DECREASED
Shares5,915 from 6,228
Change-313 (-5%)
Value$534.9K (-$33.1K)
Filed 2026-11-02
SAX Wealth Advisors, LLC
UNCHANGED
Shares5,860 from 5,860
Change0 (0%)
Value$530.0K (+$57.6K)
Filed 2026-10-13
Acorn Creek Capital LLC
INCREASED
Shares5,846 from 3,606
Change+2,240 (+62%)
Value$528.7K (+$199.8K)
Filed 2026-11-05
Mainsail Asset Management, LLC
INCREASED
Shares5,776 from 5,489
Change+287 (+5%)
Value$533.3K (+$30.2K)
Filed 2026-10-14
IFP Advisors, Inc
INCREASED
Shares5,769 from 1,533
Change+4,236 (+276%)
Value$521.7K (+$381.9K)
Filed 2026-10-16
Gibraltar Capital Management, Inc.
NEW
Shares5,754
Change+5,754
Value$520.4K
Filed 2026-10-27
Moneco Advisors, LLC
INCREASED
Shares5,550 from 5,101
Change+449 (+9%)
Value$502.0K (+$36.7K)
Filed 2026-11-05
Morey & Quinn Wealth Partners, LLC
INCREASED
Shares5,505 from 5,075
Change+430 (+8%)
Value$497.9K (+$35.0K)
Filed 2026-10-28
Optima Capital LLC
NEW
Shares5,460
Change+5,460
Value$493.8K
Filed 2026-10-29
Cordgrass Capital Advisors, LLC
INCREASED
Shares5,436 from 4,188
Change+1,248 (+30%)
Value$491.6K (+$109.6K)
Filed 2026-10-30
Carnegie Investment Counsel
NEW
Shares5,434
Change+5,434
Value$491.5K
Filed 2026-10-20
Redwood Park Advisors LLC
INCREASED
Shares5,376 from 5,363
Change+13 (+0%)
Value$486.2K (-$2.9K)
Filed 2026-11-02
Avantax Planning Partners, Inc.
NEW
Shares5,364
Change+5,364
Value$485.1K
Filed 2026-11-03
Gradient Capital Advisors, LLC
INCREASED
Shares5,327 from 3,963
Change+1,364 (+34%)
Value$481.7K (+$120.3K)
Filed 2026-10-21
QTR Family Wealth, LLC
NEW
Shares5,260
Change+5,260
Value$475.7K
Filed 2026-11-02
Creative Financial Designs Inc
NEW
Shares4,892
Change+4,892
Value$442.5K
Filed 2026-11-04
Altiora Financial Group, LLC
UNCHANGED
Shares4,890 from 4,890
Change0 (0%)
Value$442.3K (-$3.8K)
Filed 2026-11-04
May Hill Capital, LLC
INCREASED
Shares4,829 from 4,817
Change+12 (+0%)
Value$436.7K (-$2.6K)
Filed 2026-11-03
Canvas Wealth Advisors, LLC
INCREASED
Shares4,797 from 4,421
Change+376 (+9%)
Value$452.6K (+$49.3K)
Filed 2026-11-02
MN Wealth Advisors, LLC
NEW
Shares4,780
Change+4,780
Value$432.3K
Filed 2026-10-23
Hurley Capital, LLC
INCREASED
Shares4,687 from 4,004
Change+683 (+17%)
Value$423.9K (+$58.7K)
Filed 2026-11-05
Jacobi Capital Management LLC
INCREASED
Shares4,664 from 4,659
Change+5 (+0%)
Value$421.8K (-$3.1K)
Filed 2026-11-05
Sensenig Capital Advisors, Inc
DECREASED
Shares4,632 from 4,814
Change-182 (-4%)
Value$418.9K (-$20.2K)
Filed 2026-10-23
Private Trust Co NA
INCREASED
Shares4,585 from 4,202
Change+383 (+9%)
Value$414.7K (+$31.4K)
Filed 2026-10-20
Northwest Financial Advisors
DECREASED
Shares4,569 from 5,184
Change-615 (-12%)
Value$413.2K (-$59.6K)
Filed 2026-10-27
Mayfair Advisory Group, LLC
INCREASED
Shares4,564 from 4,482
Change+82 (+2%)
Value$412.7K (-$103)
Filed 2026-10-20
PUREfi Wealth, LLC
NEW
Shares4,534
Change+4,534
Value$410.1K
Filed 2026-10-19
Oppenheimer & Co Inc
DECREASED
Shares4,448 from 5,958
Change-1,510 (-25%)
Value$402.3K (-$141.2K)
Filed 2026-10-26
Murphy Pohlad Asset Management LLC
INCREASED
Shares4,427 from 3,215
Change+1,212 (+38%)
Value$400.4K (+$107.2K)
Filed 2026-10-22
Coquina Private Wealth LLC
INCREASED
Shares4,399 from 4,391
Change+8 (+0%)
Value$397.8K (-$2.7K)
Filed 2026-10-27
CGN Advisors LLC
UNCHANGED
Shares4,320 from 4,320
Change0 (0%)
Value$390.7K (-$3.3K)
Filed 2026-10-21
James J. Burns & Company, LLC
DECREASED
Shares4,318 from 4,486
Change-168 (-4%)
Value$390.4K (-$18.8K)
Filed 2026-10-22
Nestegg Advisors, Inc.
NEW
Shares4,301
Change+4,301
Value$389.0K
Filed 2026-10-21
Burkett Financial Services, LLC
NEW
Shares4,095
Change+4,095
Value$370.4K
Filed 2026-10-01
William Howard & Co Financial Advisors Inc
INCREASED
Shares3,803 from 3,793
Change+10 (+0%)
Value$343.9K (-$2.1K)
Filed 2026-11-04
Indivisible Partners
NEW
Shares3,733
Change+3,733
Value$337.6K
Filed 2026-10-26
US Bancorp \de\
INCREASED
Shares3,684 from 2,980
Change+704 (+24%)
Value$333.2K (+$61.4K)
Filed 2026-11-05
Ferguson Johnson Wealth Management Inc
DECREASED
Shares3,668 from 3,949
Change-281 (-7%)
Value$331.8K (-$28.2K)
Filed 2026-11-05
Eagle Wealth Advisors LLC
NEW
Shares3,621
Change+3,621
Value$327.5K
Filed 2026-10-20
Spire Wealth Management
INCREASED
Shares3,618 from 1,106
Change+2,512 (+227%)
Value$327.2K (+$226.4K)
Filed 2026-10-30
Titleist Asset Management, LLC
INCREASED
Shares3,567 from 3,564
Change+3 (+0%)
Value$322.6K (-$2.4K)
Filed 2026-10-08
E6 Portfolios, LLC
DECREASED
Shares3,552 from 5,943
Change-2,391 (-40%)
Value$321.2K (-$220.8K)
Filed 2026-10-26
Atwood & Palmer Inc
INCREASED
Shares3,534 from 3,530
Change+4 (+0%)
Value$319.6K (-$2.4K)
Filed 2026-10-08
PFG Advisors
UNCHANGED
Shares3,502 from 3,502
Change0 (0%)
Value$316.7K (-$2.7K)
Filed 2026-10-16
D.A. Davidson & Co.
UNCHANGED
Shares3,500 from 3,500
Change0 (0%)
Value$316.5K (-$2.7K)
Filed 2026-10-28
Citizens Financial Group Inc
INCREASED
Shares3,460 from 2,845
Change+615 (+22%)
Value$312.9K (+$53.4K)
Filed 2026-10-23
NovaPoint Capital, LLC
INCREASED
Shares3,437 from 3,087
Change+350 (+11%)
Value$310.8K (+$29.3K)
Filed 2026-10-22
Facet Wealth, Inc.
NEW
Shares3,398
Change+3,398
Value$307.3K
Filed 2026-11-04
Baker Boyer National Bank
UNCHANGED
Shares3,385 from 3,385
Change0 (0%)
Value$306.1K (-$2.6K)
Filed 2026-11-05
Elevatus Welath Management
NEW
Shares3,231
Change+3,231
Value$292.2K
Filed 2026-10-19
Assetmark, Inc
INCREASED
Shares3,183 from 2,800
Change+383 (+14%)
Value$287.9K (+$32.5K)
Filed 2026-10-21
Compound Planning, Inc.
NEW
Shares3,070
Change+3,070
Value$277.7K
Filed 2026-11-05
Walkner Condon Financial Advisors LLC
NEW
Shares3,030
Change+3,030
Value$274.0K
Filed 2026-11-02
Curtis Advisory Group, LLC
DECREASED
Shares3,007 from 30,467
Change-27,460 (-90%)
Value$272.0K (-$2.5M)
Filed 2026-10-28
Stordahl Capital Management, Inc.
UNCHANGED
Shares2,999 from 2,999
Change0 (0%)
Value$271.2K (-$2.3K)
Filed 2026-10-22
Brickley Wealth Management
INCREASED
Shares2,970 from 2,968
Change+2 (+0%)
Value$268.6K (-$2.1K)
Filed 2026-11-04
Lloyd Advisory Services, Llc.
DECREASED
Shares2,885 from 3,251
Change-366 (-11%)
Value$260.9K (-$35.7K)
Filed 2026-11-02
Creative Capital Management Investments LLC
UNCHANGED
Shares2,875 from 2,875
Change0 (0%)
Value$260.0K (-$2.2K)
Filed 2026-10-28
Sagespring Wealth Partners, LLC
DECREASED
Shares2,873 from 3,191
Change-318 (-10%)
Value$259.8K (-$31.2K)
Filed 2026-10-22
Members Wealth LLC
UNCHANGED
Shares2,738 from 2,738
Change0 (0%)
Value$251.5K (+$1.8K)
Filed 2026-10-20
Lido Advisors, LLC
INCREASED
Shares2,728 from 2,410
Change+318 (+13%)
Value$246.8K (+$26.9K)
Filed 2026-11-04
Truist Financial Corp
INCREASED
Shares2,719 from 2,571
Change+148 (+6%)
Value$245.9K (+$11.4K)
Filed 2026-10-30
Badgley Phelps Wealth Managers, LLC
UNCHANGED
Shares2,655 from 2,655
Change0 (0%)
Value$240.1K (-$2.0K)
Filed 2026-10-22
Independent Wealth Network Inc.
NEW
Shares2,612
Change+2,612
Value$236.2K
Filed 2026-10-19
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
UNCHANGED
Shares2,605 from 2,605
Change0 (0%)
Value$235.6K (-$2.0K)
Filed 2026-10-14
Andrew Hill Investment Advisors, Inc.
NEW
Shares2,588
Change+2,588
Value$234.1K
Filed 2026-10-22
Synergy Asset Management, LLC
INCREASED
Shares2,468 from 2,270
Change+198 (+9%)
Value$223.2K (+$16.2K)
Filed 2026-11-05
Alliance Wealth Advisors, LLC
NEW
Shares2,454
Change+2,454
Value$221.9K
Filed 2026-10-14
Split Rock Private Trading & Wealth Management, LLC
NEW
Shares2,392
Change+2,392
Value$216.3K
Filed 2026-10-15
Wespac Advisors SoCal, LLC
NEW
Shares2,334
Change+2,334
Value$211.1K
Filed 2026-10-13
XY Planning Network, Inc.
NEW
Shares2,311
Change+2,311
Value$209.0K
Filed 2026-10-14
Brookstone Capital Management
NEW
Shares2,250
Change+2,250
Value$203.5K
Filed 2026-10-22
Navigate Wealth Management, LLC
UNCHANGED
Shares2,249 from 2,249
Change0 (0%)
Value$207.8K (+$1.7K)
Filed 2026-10-14
Winebrenner Capital Management LLC
DECREASED
Shares2,246 from 2,385
Change-139 (-6%)
Value$203.1K (-$14.4K)
Filed 2026-10-07
O'Connor Financial Group LLC
NEW
Shares2,245
Change+2,245
Value$203.0K
Filed 2026-10-26
ARK & TLK Investments, LLC
UNCHANGED
Shares2,243 from 2,243
Change0 (0%)
Value$202.9K (-$1.7K)
Filed 2026-10-20
Highland Financial Advisors, LLC
UNCHANGED
Shares2,238 from 2,238
Change0 (0%)
Value$202.4K (-$1.7K)
Filed 2026-10-19
Parkside Financial Bank & Trust
UNCHANGED
Shares2,083 from 2,083
Change0 (0%)
Value$188.4K (-$1.6K)
Filed 2026-10-27
Central Trust Co
INCREASED
Shares1,677 from 577
Change+1,100 (+191%)
Value$151.7K (+$99.0K)
Filed 2026-11-05
JFS Wealth Advisors, LLC
UNCHANGED
Shares1,435 from 1,435
Change0 (0%)
Value$129.8K (-$1.1K)
Filed 2026-11-03
Arlington Trust Co LLC
UNCHANGED
Shares1,366 from 1,366
Change0 (0%)
Value$123.5K (-$1.1K)
Filed 2026-10-20
Kingdom Financial Group Llc.
INCREASED
Shares1,071 from 518
Change+553 (+107%)
Value$96.9K (+$49.6K)
Filed 2026-11-04
Prudent Man Investment Management, Inc.
NEW
Shares927
Change+927
Value$83.8K
Filed 2026-11-03
Mather Group, Llc.
UNCHANGED
Shares925 from 925
Change0 (0%)
Value$83.7K (-$712)
Filed 2026-10-14
Elyxium Wealth, LLC
NEW
Shares900
Change+900
Value$81.4K
Filed 2026-10-27
Blue Trust, Inc.
NEW
Shares690
Change+690
Value$62.4K
Filed 2026-10-15
GoalVest Advisory LLC
INCREASED
Shares657 from 567
Change+90 (+16%)
Value$59.4K (+$7.7K)
Filed 2026-10-02
Albion Financial Group
UNCHANGED
Shares607 from 607
Change0 (0%)
Value$54.9K (-$467)
Filed 2026-10-21
Nemes Rush Group LLC
INCREASED
Shares570 from 569
Change+1 (+0%)
Value$51.6K (-$311)
Filed 2026-11-04
Tradewinds Capital Management, LLC
UNCHANGED
Shares523 from 523
Change0 (0%)
Value$47.3K (-$402)
Filed 2026-10-23
Citigroup Inc
NEW
Shares353
Change+353
Value$31.9K
Filed 2026-11-04
Harbor Asset Planning, Inc.
NEW
Shares301
Change+301
Value$27.2K
Filed 2026-10-23
Investors Research Corp
NEW
Shares275
Change+275
Value$24.9K
Filed 2026-10-07
Financial Perspectives, Inc
INCREASED
Shares268 from 267
Change+1 (+0%)
Value$24.2K (-$146)
Filed 2026-11-03
Family Capital Trust Co
UNCHANGED
Shares247 from 247
Change0 (0%)
Value$22.3K (-$190)
Filed 2026-10-22
Key Capital Management, Inc
NEW
Shares229
Change+229
Value$20.7K
Filed 2026-11-03
Morton Brown Family Wealth, LLC
NEW
Shares197
Change+197
Value$17.8K
Filed 2026-10-23
Trust Co of Vermont
UNCHANGED
Shares196 from 196
Change0 (0%)
Value$17.7K (-$151)
Filed 2026-10-21
Catherine Avery Investment Management LLC
UNCHANGED
Shares180 from 180
Change0 (0%)
Value$16.3K (-$139)
Filed 2026-10-14
Rossby Financial, LCC
NEW
Shares162
Change+162
Value$14.6K
Filed 2026-11-05
Cassaday & Co Wealth Management LLC
NEW
Shares156
Change+156
Value$14.1K
Filed 2026-10-27
Realta Investment Advisors
UNCHANGED
Shares139 from 139
Change0 (0%)
Value$12.6K (-$107)
Filed 2026-10-14
Pacifica Partners Inc.
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$12.3K (+$49)
Filed 2026-10-09
Key FInancial Inc
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$10.9K (-$92)
Filed 2026-11-02
Lanark Financial, Inc.
NEW
Shares116
Change+116
Value$10.5K
Filed 2026-10-26
North Star Investment Management Corp.
NEW
Shares103
Change+103
Value$9.3K
Filed 2026-10-27
Pinnacle Wealth Planning Services, Inc.
UNCHANGED
Shares102 from 102
Change0 (0%)
Value$9.2K (-$78)
Filed 2026-10-27
Sunrise Financial Services, LLC
NEW
Shares100
Change+100
Value$9.0K
Filed 2026-10-21
Maseco LLP
NEW
Shares91
Change+91
Value$8.2K
Filed 2026-10-27
Capital Investment Advisory Services, LLC
INCREASED
Shares75 from 43
Change+32 (+74%)
Value$6.8K (+$2.9K)
Filed 2026-10-30
Elevate Wealth Advisory, Inc
UNCHANGED
Shares61 from 61
Change0 (0%)
Value$5.5K (-$47)
Filed 2026-10-29
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares59 from 59
Change0 (0%)
Value$5.3K (-$45)
Filed 2026-11-02
Montgomery Financial Services LLC
NEW
Shares56
Change+56
Value$5.1K
Filed 2026-11-03
Vermillion Wealth Management, Inc.
NEW
Shares48
Change+48
Value$4.3K
Filed 2026-10-26
Central Pacific Bank - Trust Division
INCREASED
Shares42 from 25
Change+17 (+68%)
Value$3.8K (+$1.5K)
Filed 2026-10-06
Ashton Thomas Private Wealth, LLC
NEW
Shares38
Change+38
Value$3.4K
Filed 2026-11-03
TD Waterhouse Canada Inc.
NEW
Shares34
Change+34
Value$3.1K
Filed 2026-10-16
Golden State Wealth Management, LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$2.9K (-$25)
Filed 2026-11-02
Signaturefd, LLC
UNCHANGED
Shares32 from 32
Change0 (0%)
Value$2.9K (-$25)
Filed 2026-10-23
Cape Investment Advisory, Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.8K (-$15)
Filed 2026-10-13
Independence Bank of Kentucky
NEW
Shares19
Change+19
Value$1.7K
Filed 2026-10-26
CoreCap Advisors, LLC
NEW
Shares19
Change+19
Value$1.7K
Filed 2026-10-08
IMG Wealth Management, Inc.
NEW
Shares13
Change+13
Value$1.2K
Filed 2026-10-27
American Capital Advisory, LLC
NEW
Shares11
Change+11
Value$995
Filed 2026-10-28
Lodestone Wealth Management LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$916 (-$5)
Filed 2026-10-14
Provenance Wealth Advisors, LLC
NEW
Shares8
Change+8
Value$724
Filed 2026-10-30
Vista Investment Partners II, LLC
CLOSED
Shares0 from 65,405
Change-65,405 (-100%)
Value$0 (-$6.0M)
Filed 2026-10-15
Comprehensive Financial Planning, Inc.
CLOSED
Shares0 from 15,278
Change-15,278 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-27
SFG Wealth Management, Llc.
CLOSED
Shares0 from 10,200
Change-10,200 (-100%)
Value$0 (-$930.3K)
Filed 2026-10-23
Jefferies Financial Group Inc.
CLOSED
Shares0 from 3,870
Change-3,870 (-100%)
Value$0 (-$353.0K)
Filed 2026-11-05
Angeles Wealth Management, LLC
CLOSED
Shares0 from 3,071
Change-3,071 (-100%)
Value$0 (-$280.1K)
Filed 2026-10-26
Redhawk Wealth Advisors, Inc.
CLOSED
Shares0 from 2,974
Change-2,974 (-100%)
Value$0 (-$271.2K)
Filed 2026-10-14
KMG Fiduciary Partners, LLC
CLOSED
Shares0 from 2,966
Change-2,966 (-100%)
Value$0 (-$270.5K)
Filed 2026-10-14
Symphony Financial, Ltd. Co.
CLOSED
Shares0 from 2,289
Change-2,289 (-100%)
Value$0 (-$208.8K)
Filed 2026-10-22
Salem Investment Counselors Inc
CLOSED
Shares0 from 1,538
Change-1,538 (-100%)
Value$0 (-$140.3K)
Filed 2026-10-13
EverSource Wealth Advisors, LLC
CLOSED
Shares0 from 464
Change-464 (-100%)
Value$0 (-$42.3K)
Filed 2026-11-04
Robinswood Financial LLC
CLOSED
Shares0 from 450
Change-450 (-100%)
Value$0 (-$41.0K)
Filed 2026-10-20
Acumen Wealth Advisors, LLC
CLOSED
Shares0 from 220
Change-220 (-100%)
Value$0 (-$20.1K)
Filed 2026-11-05
Farmers & Merchants Trust Co of Chambersburg PA
CLOSED
Shares0 from 120
Change-120 (-100%)
Value$0 (-$11.0K)
Filed 2026-10-14
New England Capital Financial Advisors LLC
CLOSED
Shares0 from 54
Change-54 (-100%)
Value$0 (-$4.9K)
Filed 2026-11-03
Wilmington Savings Fund Society, FSB
CLOSED
Shares0 from 48
Change-48 (-100%)
Value$0 (-$4.4K)
Filed 2026-10-23
Nfsg Corp
CLOSED
Shares0 from 20
Change-20 (-100%)
Value$0 (-$1.8K)
Filed 2026-10-15
Birchwood Financial Partners, Inc.
CLOSED
Shares0 from 15
Change-15 (-100%)
Value$0 (-$1.4K)
Filed 2026-11-02
Northwestern Mutual Wealth Management Co
N/A
Shares— from 32,368,237
Change-32,368,237 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 18,702,541
Change-18,702,541 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 9,778,034
Change-9,778,034 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 4,620,546
Change-4,620,546 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 4,005,109
Change-4,005,109 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 3,608,727
Change-3,608,727 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 2,734,778
Change-2,734,778 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 2,726,265
Change-2,726,265 (-100%)
Value—
Falcon Wealth Planning
N/A
Shares— from 2,077,645
Change-2,077,645 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 1,754,726
Change-1,754,726 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 1,592,353
Change-1,592,353 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 1,478,222
Change-1,478,222 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 1,454,277
Change-1,454,277 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,397,539
Change-1,397,539 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 1,382,944
Change-1,382,944 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 1,327,308
Change-1,327,308 (-100%)
Value—
Alesco Advisors, LLC, An ESL Co
N/A
Shares— from 1,242,346
Change-1,242,346 (-100%)
Value—
Bridgewater Advisors Inc.
N/A
Shares— from 1,208,088
Change-1,208,088 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1,139,973
Change-1,139,973 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 1,076,147
Change-1,076,147 (-100%)
Value—
&partners
N/A
Shares— from 933,121
Change-933,121 (-100%)
Value—
ESL Trust Services, LLC
N/A
Shares— from 843,691
Change-843,691 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 838,300
Change-838,300 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 775,298
Change-775,298 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 736,028
Change-736,028 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 722,783
Change-722,783 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 667,153
Change-667,153 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 660,801
Change-660,801 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 651,701
Change-651,701 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 642,722
Change-642,722 (-100%)
Value—
Financial Engines Advisors L.L.C.
N/A
Shares— from 634,091
Change-634,091 (-100%)
Value—
JRM Investment Counsel, LLC
N/A
Shares— from 541,727
Change-541,727 (-100%)
Value—
UBS Group AG
N/A
Shares— from 529,807
Change-529,807 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 521,766
Change-521,766 (-100%)
Value—
Waterloo Capital, L.P.
N/A
Shares— from 502,911
Change-502,911 (-100%)
Value—
Tulsa Wealth Advisors, Inc
N/A
Shares— from 476,527
Change-476,527 (-100%)
Value—
Mason Street Advisors, LLC
N/A
Shares— from 474,820
Change-474,820 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 417,647
Change-417,647 (-100%)
Value—
N.E.W. Advisory Services LLC
N/A
Shares— from 406,520
Change-406,520 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 393,553
Change-393,553 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 336,376
Change-336,376 (-100%)
Value—
Three Cord True Wealth Management, LLC
N/A
Shares— from 312,452
Change-312,452 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 309,512
Change-309,512 (-100%)
Value—
River Road Asset Management, LLC
N/A
Shares— from 293,193
Change-293,193 (-100%)
Value—
Austin Wealth Management, LLC
N/A
Shares— from 267,001
Change-267,001 (-100%)
Value—
Clearwater Capital Advisors, LLC
N/A
Shares— from 246,027
Change-246,027 (-100%)
Value—
Keener Financial Planning LLC
N/A
Shares— from 245,336
Change-245,336 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 229,963
Change-229,963 (-100%)
Value—
Providence Financial Advisors, LLC
N/A
Shares— from 225,587
Change-225,587 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 210,461
Change-210,461 (-100%)
Value—
Pine Harbor Wealth Management, LLC
N/A
Shares— from 194,067
Change-194,067 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 191,479
Change-191,479 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 186,096
Change-186,096 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 164,554
Change-164,554 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 161,076
Change-161,076 (-100%)
Value—
Stephens Inc
N/A
Shares— from 159,480
Change-159,480 (-100%)
Value—
McLean Asset Management Corp
N/A
Shares— from 156,329
Change-156,329 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 154,047
Change-154,047 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 150,713
Change-150,713 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 150,062
Change-150,062 (-100%)
Value—
Sentinel Wealth Management, Inc.
N/A
Shares— from 145,009
Change-145,009 (-100%)
Value—
Kilner Capital Advisors, LLC
N/A
Shares— from 144,529
Change-144,529 (-100%)
Value—
Mach-1 Financial Group, LLC
N/A
Shares— from 142,794
Change-142,794 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 140,975
Change-140,975 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 136,212
Change-136,212 (-100%)
Value—
Pacific Life Fund Advisors LLC
N/A
Shares— from 131,386
Change-131,386 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 128,821
Change-128,821 (-100%)
Value—
MB Generational Wealth, LLC
N/A
Shares— from 126,413
Change-126,413 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 124,756
Change-124,756 (-100%)
Value—
Summit Wealth Partners, LLC
N/A
Shares— from 124,703
Change-124,703 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 120,021
Change-120,021 (-100%)
Value—
Pinnacle Financial Partners, Inc.
N/A
Shares— from 117,374
Change-117,374 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 116,585
Change-116,585 (-100%)
Value—
Bridgewealth Advisory Group, LLC
N/A
Shares— from 114,280
Change-114,280 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 110,327
Change-110,327 (-100%)
Value—
Kavar Capital Partners Group, LLC
N/A
Shares— from 108,993
Change-108,993 (-100%)
Value—
1ST Source Bank
N/A
Shares— from 101,166
Change-101,166 (-100%)
Value—
PCG Wealth Advisors, LLC
N/A
Shares— from 100,617
Change-100,617 (-100%)
Value—
Silver OAK Wealth Advisors Services, LLC
N/A
Shares— from 100,249
Change-100,249 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 97,448
Change-97,448 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 93,334
Change-93,334 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 85,923
Change-85,923 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 82,521
Change-82,521 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 78,358
Change-78,358 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 75,666
Change-75,666 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 73,762
Change-73,762 (-100%)
Value—
Tillman Hartley LLC
N/A
Shares— from 70,793
Change-70,793 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 70,626
Change-70,626 (-100%)
Value—
Investment Advisory Group, LLC
N/A
Shares— from 68,422
Change-68,422 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 68,082
Change-68,082 (-100%)
Value—
Cornerstone Advisors Asset Management, LLC
N/A
Shares— from 66,400
Change-66,400 (-100%)
Value—
Commerce Bank
N/A
Shares— from 65,517
Change-65,517 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 65,370
Change-65,370 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 65,029
Change-65,029 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 61,741
Change-61,741 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 61,694
Change-61,694 (-100%)
Value—
Kingsview Wealth Management, LLC
N/A
Shares— from 59,450
Change-59,450 (-100%)
Value—
Altar Rock LLC
N/A
Shares— from 56,763
Change-56,763 (-100%)
Value—
PFC Capital Group, Inc.
N/A
Shares— from 51,764
Change-51,764 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 50,286
Change-50,286 (-100%)
Value—
Cauble & Harre Wealth Management, Inc.
N/A
Shares— from 47,123
Change-47,123 (-100%)
Value—
Ruedi Wealth Management, Inc.
N/A
Shares— from 47,015
Change-47,015 (-100%)
Value—
Vawter Financial, Ltd.
N/A
Shares— from 44,786
Change-44,786 (-100%)
Value—
Orion Capital Management LLC
N/A
Shares— from 43,377
Change-43,377 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 42,375
Change-42,375 (-100%)
Value—
Seeds Investor LLC
N/A
Shares— from 41,344
Change-41,344 (-100%)
Value—
Plum Street Advisors, LLC
N/A
Shares— from 40,871
Change-40,871 (-100%)
Value—
KEB Asset Management, LLC
N/A
Shares— from 39,856
Change-39,856 (-100%)
Value—
Dopkins Wealth Management, LLC
N/A
Shares— from 37,151
Change-37,151 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 36,038
Change-36,038 (-100%)
Value—
Legacy Edge Advisors, LLC
N/A
Shares— from 35,758
Change-35,758 (-100%)
Value—
Modern Wealth Management, LLC
N/A
Shares— from 35,371
Change-35,371 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 35,034
Change-35,034 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 34,391
Change-34,391 (-100%)
Value—
Dana Investment Advisors, Inc.
N/A
Shares— from 33,750
Change-33,750 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 33,322
Change-33,322 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 33,117
Change-33,117 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 31,808
Change-31,808 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 31,595
Change-31,595 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 30,094
Change-30,094 (-100%)
Value—
Oxford Financial Group, Ltd. LLC
N/A
Shares— from 30,000
Change-30,000 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 29,409
Change-29,409 (-100%)
Value—
Merit Financial Group, LLC
N/A
Shares— from 29,172
Change-29,172 (-100%)
Value—
Cloud Capital Management, LLC
N/A
Shares— from 28,461
Change-28,461 (-100%)
Value—
CCG Wealth Management, LLC
N/A
Shares— from 27,972
Change-27,972 (-100%)
Value—
Team Hewins, LLC
N/A
Shares— from 27,847
Change-27,847 (-100%)
Value—
Prepared Retirement Institute LLC
N/A
Shares— from 27,674
Change-27,674 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 27,280
Change-27,280 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 26,945
Change-26,945 (-100%)
Value—
Fortis Group Advisors, LLC
N/A
Shares— from 26,468
Change-26,468 (-100%)
Value—
OneAscent Financial Services LLC
N/A
Shares— from 23,121
Change-23,121 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 23,071
Change-23,071 (-100%)
Value—
Daybright Advisory Services, Inc.
N/A
Shares— from 21,904
Change-21,904 (-100%)
Value—
Planwiser Financial, LLC
N/A
Shares— from 21,368
Change-21,368 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 21,340
Change-21,340 (-100%)
Value—
Ruggaard & Associates LLC
N/A
Shares— from 20,344
Change-20,344 (-100%)
Value—
Nwam LLC
N/A
Shares— from 20,076
Change-20,076 (-100%)
Value—
Fort Vancouver Investment Management, LLC
N/A
Shares— from 19,317
Change-19,317 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 18,755
Change-18,755 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 18,016
Change-18,016 (-100%)
Value—
Camarda Financial Advisors, LLC
N/A
Shares— from 17,599
Change-17,599 (-100%)
Value—
Betterment LLC
N/A
Shares— from 16,588
Change-16,588 (-100%)
Value—
Towle & Co
N/A
Shares— from 16,555
Change-16,555 (-100%)
Value—
Bedel Financial Consulting, Inc.
N/A
Shares— from 15,539
Change-15,539 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 13,650
Change-13,650 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 13,536
Change-13,536 (-100%)
Value—
Truepoint, Inc.
N/A
Shares— from 13,001
Change-13,001 (-100%)
Value—
Kelman-Lazarov, Inc.
N/A
Shares— from 12,931
Change-12,931 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 12,455
Change-12,455 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 11,608
Change-11,608 (-100%)
Value—
Diversified Trust Co
N/A
Shares— from 9,545
Change-9,545 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 9,529
Change-9,529 (-100%)
Value—
Trustmark Bank Trust Department
N/A
Shares— from 9,518
Change-9,518 (-100%)
Value—
Insigneo Advisory Services, LLC
N/A
Shares— from 9,354
Change-9,354 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 9,154
Change-9,154 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 8,973
Change-8,973 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 8,898
Change-8,898 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 8,247
Change-8,247 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 7,963
Change-7,963 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 7,915
Change-7,915 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 7,654
Change-7,654 (-100%)
Value—
Wealth Alliance, LLC
N/A
Shares— from 7,365
Change-7,365 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 6,720
Change-6,720 (-100%)
Value—
Stratos Wealth Advisors, LLC
N/A
Shares— from 6,641
Change-6,641 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 6,512
Change-6,512 (-100%)
Value—
Renaissance Technologies LLC
N/A
Shares— from 6,500
Change-6,500 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 6,132
Change-6,132 (-100%)
Value—
PlanVest Financial, Inc
N/A
Shares— from 6,056
Change-6,056 (-100%)
Value—
Gentry Private Wealth, LLC
N/A
Shares— from 6,016
Change-6,016 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 5,868
Change-5,868 (-100%)
Value—
Magnolia Private Wealth, LLC
N/A
Shares— from 5,765
Change-5,765 (-100%)
Value—
Financial Plan, Inc.
N/A
Shares— from 5,643
Change-5,643 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 5,559
Change-5,559 (-100%)
Value—
Smithfield Trust Co
N/A
Shares— from 5,413
Change-5,413 (-100%)
Value—
Fiduciary Wealth Partners, LLC
N/A
Shares— from 5,044
Change-5,044 (-100%)
Value—
FSA Advisors, Inc.
N/A
Shares— from 4,879
Change-4,879 (-100%)
Value—
Meridian Wealth Advisors, LLC
N/A
Shares— from 4,610
Change-4,610 (-100%)
Value—
Cerity Partners Retirement Plan Advisors LLC
N/A
Shares— from 4,593
Change-4,593 (-100%)
Value—
Lutz Financial Services LLC
N/A
Shares— from 4,376
Change-4,376 (-100%)
Value—
Paul R. Ried Financial Group, LLC
N/A
Shares— from 4,231
Change-4,231 (-100%)
Value—
Oak Wealth Advisors LLC
N/A
Shares— from 4,084
Change-4,084 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 4,019
Change-4,019 (-100%)
Value—
CIBC World Market Inc.
N/A
Shares— from 3,955
Change-3,955 (-100%)
Value—
Cahill Financial Advisors Inc
N/A
Shares— from 3,785
Change-3,785 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 3,781
Change-3,781 (-100%)
Value—
Earned Wealth Advisors, LLC
N/A
Shares— from 3,536
Change-3,536 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 3,536
Change-3,536 (-100%)
Value—
Foundations Investment Advisors, LLC
N/A
Shares— from 3,507
Change-3,507 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 3,503
Change-3,503 (-100%)
Value—
Wescott Financial Advisory Group, LLC
N/A
Shares— from 3,484
Change-3,484 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 3,396
Change-3,396 (-100%)
Value—
Axis Wealth Partners, LLC
N/A
Shares— from 3,251
Change-3,251 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 3,104
Change-3,104 (-100%)
Value—
Fortis Capital Management LLC
N/A
Shares— from 2,901
Change-2,901 (-100%)
Value—
Cogent Private Wealth, Inc.
N/A
Shares— from 2,788
Change-2,788 (-100%)
Value—
FMB Wealth Management
N/A
Shares— from 2,767
Change-2,767 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 2,551
Change-2,551 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 2,524
Change-2,524 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 2,394
Change-2,394 (-100%)
Value—
Connable Office Inc
N/A
Shares— from 2,266
Change-2,266 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 2,145
Change-2,145 (-100%)
Value—
Clearstead Advisors, LLC
N/A
Shares— from 1,967
Change-1,967 (-100%)
Value—
Aventura Private Wealth, LLC
N/A
Shares— from 1,949
Change-1,949 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 1,901
Change-1,901 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,756
Change-1,756 (-100%)
Value—
Glassman Wealth Services
N/A
Shares— from 1,301
Change-1,301 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,261
Change-1,261 (-100%)
Value—
Delta Asset Management LLC
N/A
Shares— from 1,190
Change-1,190 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 1,168
Change-1,168 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 1,017
Change-1,017 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 679
Change-679 (-100%)
Value—
Russell Investments Group, Ltd.
N/A
Shares— from 673
Change-673 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 667
Change-667 (-100%)
Value—
Morris Financial Concepts, Inc.
N/A
Shares— from 610
Change-610 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 600
Change-600 (-100%)
Value—
Collier Financial
N/A
Shares— from 550
Change-550 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 521
Change-521 (-100%)
Value—
Community Bank, N.A.
N/A
Shares— from 441
Change-441 (-100%)
Value—
Medallion Wealth Advisors, LLC
N/A
Shares— from 424
Change-424 (-100%)
Value—
Napier Financial, LLC
N/A
Shares— from 408
Change-408 (-100%)
Value—
Timmons Wealth Management, LLC
N/A
Shares— from 400
Change-400 (-100%)
Value—
Regatta Research & Money Management
N/A
Shares— from 318
Change-318 (-100%)
Value—
Oakmont Advisory Group, LLC
N/A
Shares— from 293
Change-293 (-100%)
Value—
Allied Private Wealth LLC
N/A
Shares— from 262
Change-262 (-100%)
Value—
Zions Bancorporation, National Association
N/A
Shares— from 260
Change-260 (-100%)
Value—
Huntington National Bank
N/A
Shares— from 260
Change-260 (-100%)
Value—
Cetera Trust Company, N.a
N/A
Shares— from 200
Change-200 (-100%)
Value—
Johnson Financial Group, Inc.
N/A
Shares— from 178
Change-178 (-100%)
Value—
Strategic Investment Solutions, Inc.
N/A
Shares— from 119
Change-119 (-100%)
Value—
SOA Wealth Advisors, Llc.
N/A
Shares— from 110
Change-110 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 94
Change-94 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 94
Change-94 (-100%)
Value—
FWL Investment Management, LLC
N/A
Shares— from 89
Change-89 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 76
Change-76 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 69
Change-69 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 27
Change-27 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Swan Capital LLC
N/A
Shares— from 17
Change-17 (-100%)
Value—
Glenmede Trust Co NA
N/A
Shares— from 11
Change-11 (-100%)
Value—
JPL Wealth Management, LLC
N/A
Shares— from 0
Change0
Value—
Status
Wealth Enhancement Advisory Services, LLC
INCREASED9,886,2679,226,406+659,861+7%$843.1M$912.0M+$68.9M2026-10-13
Petersen Hastings Wealth Advisors Inc.
INCREASED1,990,7341,946,250+44,484+2%$177.5M$180.0M+$2.5M2026-10-27
Apollon Wealth Management, LLC
INCREASED1,653,4751,592,606+60,869+4%$145.3M$149.5M+$4.3M2026-10-23
Moisand Fitzgerald Tamayo, LLC
INCREASED1,374,3531,356,674+17,679+1%$123.7M$124.3M+$554.2K2026-10-15
HUB Investment Partners, LLC
INCREASED1,263,8841,205,715+58,169+5%$110.0M$114.3M+$4.3M2026-11-03
Commonwealth Equity Services, LLC
INCREASED1,249,8491,045,145+204,704+20%$95.3M$113.0M+$17.7M2026-11-02
Cannon Financial Strategists, Inc.
DECREASED1,128,9071,130,339-1,4320%$103.1M$102.1M-$999.9K2026-10-19
Wealth Management Nebraska
INCREASED1,065,3531,040,364+24,989+2%$94.9M$96.4M+$1.5M2026-10-26
Nixon Peabody Trust Co
DECREASED1,018,8161,024,753-5,937-1%$93.5M$92.1M-$1.3M2026-10-23
B&D White Capital Company, LLC
INCREASED974,447903,710+70,737+8%$82.4M$88.1M+$5.7M2026-11-02
Glenview Trust Co
INCREASED809,160756,072+53,088+7%$69.0M$73.2M+$4.2M2026-10-28
Thrivent Financial for Lutherans
INCREASED754,880700,394+54,486+8%$63.9M$68.8M+$4.9M2026-11-05
Aprio Wealth Management, LLC
INCREASED714,500421,374+293,126+70%$38.4M$64.6M+$26.2M2026-10-28
Annex Advisory Services, LLC
NEW712,657—+712,657——$64.5M—2026-10-16
Park Avenue Securities LLC
DECREASED705,798706,032-2340%$64.4M$63.8M-$565.0K2026-10-26
Kestra Advisory Services, LLC
INCREASED685,747568,940+116,807+21%$51.9M$62.0M+$10.1M2026-11-02
Allegiance Financial Group Advisory Services LLC
INCREASED684,278676,877+7,401+1%$61.7M$61.9M+$148.1K2026-11-02
Voisard Asset Management Group, Inc.
INCREASED637,838636,183+1,655+0%$58.0M$57.7M-$340.2K2026-10-13
Farther Finance Advisors, LLC
INCREASED593,451580,568+12,883+2%$53.0M$53.7M+$718.1K2026-10-08
Opus Capital Group, LLC
DECREASED498,000502,053-4,053-1%$45.8M$45.0M-$753.0K2026-10-30
Visionary Wealth Advisors
INCREASED497,594494,417+3,177+1%$45.1M$45.0M-$93.4K2026-11-04
Legacy Financial Strategies, LLC
INCREASED496,474487,176+9,298+2%$44.4M$44.9M+$465.8K2026-10-15
Willow Creek Wealth Management Inc.
DECREASED482,434484,943-2,509-1%$44.2M$43.6M-$600.3K2026-10-26
Armstrong, Fleming & Moore, Inc
INCREASED472,569448,575+23,994+5%$40.9M$42.7M+$1.8M2026-10-28
Global Strategic Investment Solutions, LLC
DECREASED439,956444,515-4,559-1%$40.5M$39.8M-$754.6K2026-10-16
Apella Capital, LLC
INCREASED431,721350,410+81,311+23%$31.9M$39.7M+$7.8M2026-10-08
ShoreHaven Wealth Partners, LLC
INCREASED391,797372,316+19,481+5%$34.0M$35.4M+$1.5M2026-10-16
Chicago Partners Investment Group LLC
INCREASED391,020358,021+32,999+9%$32.8M$36.3M+$3.5M2026-10-27
Choreo, LLC
NEW387,116—+387,116——$35.0M—2026-10-28
Leading Edge Financial Planning LLC
INCREASED377,596367,041+10,555+3%$33.5M$34.1M+$671.9K2026-10-23
Financial Management Network Inc
INCREASED355,983324,251+31,732+10%$29.7M$32.6M+$2.9M2026-10-09
Symmetry Partners, LLC
INCREASED352,461344,510+7,951+2%$31.4M$31.9M+$453.9K2026-10-27
TCI Wealth Advisors, Inc.
INCREASED343,36341,919+301,444+719%$3.8M$31.1M+$27.2M2026-10-30
McMill Wealth Management
INCREASED330,833291,738+39,095+13%$26.6M$29.9M+$3.3M2026-11-05
Cornerstone Wealth Partners, LLC
INCREASED321,419279,084+42,335+15%$25.5M$29.1M+$3.6M2026-10-28
Fonville Wealth Management LLC
INCREASED312,654294,650+18,004+6%$26.9M$28.3M+$1.4M2026-10-28
Aire Advisors, LLC
INCREASED274,738267,585+7,153+3%$24.4M$24.8M+$440.9K2026-10-22
Meritas Wealth Management, LLC
INCREASED268,943248,212+20,731+8%$22.6M$24.3M+$1.7M2026-10-14
Arlington Financial Advisors, LLC
INCREASED264,418253,772+10,646+4%$23.1M$23.9M+$767.4K2026-10-19
Reap Financial Group, LLC
INCREASED264,141250,615+13,526+5%$22.9M$23.9M+$1.0M2026-11-02
WJ Interests, LLC
INCREASED257,673246,306+11,367+5%$22.5M$23.3M+$838.4K2026-10-14
Fidelity D & D Bancorp Inc
INCREASED257,173246,107+11,066+5%$22.4M$23.3M+$811.3K2026-11-05
Elser Financial Planning, Inc
NEW255,539—+255,539——$23.1M—2026-10-16
Nova R Wealth, Inc.
DECREASED254,164259,158-4,994-2%$23.6M$23.0M-$651.2K2026-10-26
Ullmann Wealth Partners Group, LLC
INCREASED247,454247,158+296+0%$22.5M$22.4M-$163.6K2026-11-02
Oceanside Advisors LLC
INCREASED244,693243,901+792+0%$22.2M$22.1M-$116.2K2026-11-03
Elevation Point Wealth Partners, LLC
INCREASED230,012199,347+30,665+15%$18.2M$20.8M+$2.6M2026-11-05
Kestra Investment Management, LLC
DECREASED225,000247,841-22,841-9%$22.6M$20.3M-$2.3M2026-11-04
Integrated Capital Management, Inc.
DECREASED224,744236,633-11,889-5%$21.6M$20.3M-$1.3M2026-10-09
Advantage Trust Co
INCREASED224,248222,996+1,252+1%$20.3M$20.3M-$58.5K2026-10-19
Heritage Wealth Management, Inc.
DECREASED217,927227,848-9,921-4%$20.8M$19.7M-$1.1M2026-10-27
Avidian Wealth Enterprises, LLC
NEW217,738—+217,738——$19.7M—2026-10-08
Seros Financial, LLC
INCREASED212,685109,073+103,612+95%$9.9M$19.2M+$9.3M2026-10-21
BostonPremier Wealth LLC
INCREASED210,718203,126+7,592+4%$18.5M$19.1M+$530.2K2026-10-16
Apollon Financial, LLC
INCREASED210,258204,736+5,522+3%$18.7M$19.0M+$341.8K2026-10-23
Perigon Wealth Management, LLC
INCREASED207,801203,328+4,473+2%$18.5M$18.8M+$248.0K2026-10-22
Kooman & Associates
INCREASED207,515201,011+6,504+3%$18.3M$18.8M+$433.4K2026-10-21
Shotwell Rutter Baer Inc
DECREASED207,085210,507-3,422-2%$19.2M$18.7M-$471.6K2026-10-14
Atria Investments, Inc
INCREASED197,254187,597+9,657+5%$17.1M$17.8M+$729.0K2026-10-15
Team Financial Group, LLC
INCREASED192,937112,982+79,955+71%$10.3M$17.4M+$7.1M2026-10-30
MFA Wealth Advisors, LLC
INCREASED190,429182,168+8,261+5%$16.6M$17.2M+$606.9K2026-10-07
Valued Wealth Advisors LLC
INCREASED189,710183,729+5,981+3%$16.8M$17.2M+$399.5K2026-11-05
Collective Family Office LLC
INCREASED187,163183,567+3,596+2%$16.7M$16.9M+$183.9K2026-10-05
Hill Island Financial LLC
DECREASED186,367237,431-51,064-22%$21.7M$16.9M-$4.8M2026-10-20
Websterrogers Financial Advisors, LLC
DECREASED180,713181,790-1,077-1%$16.6M$16.3M-$237.4K2026-11-02
Sylvest Advisors, LLC
INCREASED177,94616,291+161,655+992%$1.5M$16.1M+$14.6M2026-10-26
Northland Capital Management LLC
INCREASED173,519169,703+3,816+2%$15.5M$15.7M+$214.4K2026-10-15
Entrewealth, LLC
INCREASED171,75288,656+83,096+94%$8.3M$15.5M+$7.2M2026-10-14
Bannerman Wealth Management Group, LLC
INCREASED169,781163,551+6,230+4%$14.9M$15.4M+$437.5K2026-10-09
Nations Financial Group Inc,
INCREASED166,637129,630+37,007+29%$11.8M$15.1M+$3.2M2026-11-05
Certified Advisory Corp
DECREASED164,516176,900-12,384-7%$16.1M$14.9M-$1.3M2026-10-29
Krilogy Financial LLC
DECREASED162,529171,466-8,937-5%$15.6M$15.1M-$546.9K2026-10-13
Verus Financial Partners, Inc.
DECREASED155,578197,709-42,131-21%$18.0M$14.1M-$4.0M2026-10-29
Financial Futures Ltd Liability Co.
INCREASED155,074149,691+5,383+4%$13.7M$14.0M+$371.6K2026-10-13
Kings Path Partners LLC
DECREASED154,050163,487-9,437-6%$14.9M$13.9M-$979.4K2026-10-21
Fulton Bank, N.A.
INCREASED152,08776,248+75,839+99%$7.0M$13.8M+$6.8M2026-10-14
First National Bank Sioux Falls
DECREASED146,789225,021-78,232-35%$19.0M$13.3M-$5.8M2026-10-13
Fortitude Family Office, LLC
INCREASED143,811138,251+5,560+4%$12.6M$13.0M+$396.4K2026-10-14
Fifth Third Bancorp
INCREASED143,278117,717+25,561+22%$10.7M$13.0M+$2.2M2026-11-05
Keyes, Stange & Wooten Wealth Management, LLC
DECREASED139,173139,604-4310%$12.7M$12.6M-$146.5K2026-11-03
Quadcap Wealth Management, LLC
INCREASED134,116126,947+7,169+6%$11.6M$12.1M+$550.5K2026-11-02
Bauman Advisory Group, LLC
INCREASED133,892126,848+7,044+6%$11.6M$12.1M+$539.3K2026-10-29
Creative Planning
INCREASED131,091120,860+10,231+8%$11.0M$11.9M+$832.2K2026-11-02
Foundry Financial Group, Inc.
INCREASED129,841125,841+4,000+3%$11.5M$11.7M+$264.9K2026-10-28
EnRich Financial Partners LLC
INCREASED128,706125,803+2,903+2%$11.5M$11.6M+$165.7K2026-10-21
Sage Rhino Capital LLC
DECREASED128,494128,798-3040%$11.7M$11.6M-$126.6K2026-10-28
Cherry Tree Wealth Management, LLC
INCREASED124,846123,199+1,647+1%$11.2M$11.3M+$54.1K2026-10-15
Ridgeline Wealth, LLC
INCREASED122,012117,201+4,811+4%$10.7M$11.4M+$660.9K2026-10-14
Dahring | Cusmano LLC
NEW117,990—+117,990——$10.7M—2026-11-03
Networth Advisors, LLC
INCREASED116,495114,938+1,557+1%$10.5M$10.5M+$52.3K2026-11-03
Forthright Family Wealth Advisory LLC
INCREASED116,379116,048+331+0%$10.6M$10.5M-$59.5K2026-11-03
Anderson Hoagland & Co
INCREASED114,596105,513+9,083+9%$9.6M$10.7M+$1.1M2026-10-23
Financial Partners Group, Inc
INCREASED109,21973,687+35,532+48%$6.7M$9.9M+$3.2M2026-10-19
TrustWell Financial Advisors, LLC
INCREASED107,997105,354+2,643+3%$9.6M$9.8M+$157.9K2026-10-15
Vestment Financial LLC
INCREASED104,796102,182+2,614+3%$9.3M$9.5M+$133.0K2026-10-13
Strategent Financial, LLC
INCREASED102,45094,518+7,932+8%$8.6M$9.3M+$644.6K2026-10-30
S&A Financial Services, Inc.
INCREASED101,79695,843+5,953+6%$8.7M$9.2M+$464.6K2026-11-03
Strategic Blueprint, LLC
DECREASED99,725101,276-1,551-2%$9.2M$9.0M-$218.2K2026-10-22
Yardley Wealth Management LLC
INCREASED99,68096,964+2,716+3%$8.8M$9.0M+$171.0K2026-10-23
M Holdings Securities, Inc.
NEW98,116—+98,116——$9.2K—2026-11-03
Prosperity Planning, Inc.
INCREASED98,05191,798+6,253+7%$8.4M$8.9M+$494.8K2026-10-09
Quantum Financial Partners LLC
DECREASED97,53199,991-2,460-2%$9.1M$8.8M-$299.5K2026-10-19
Echo Wealth Management, LLC
INCREASED94,97691,242+3,734+4%$8.3M$8.6M+$267.4K2026-10-15
LongView Wealth Management
NEW90,276—+90,276——$8.2M—2026-10-19
Burk Holdings LLC
INCREASED86,67480,870+5,804+7%$7.4M$7.8M+$462.7K2026-11-05
Midwest Financial Group LLC
INCREASED85,74879,903+5,845+7%$7.3M$7.8M+$467.1K2026-10-15
SRH Advisors, LLC
INCREASED85,35078,461+6,889+9%$7.2M$7.7M+$562.7K2026-10-22
White Pine Investment Co
DECREASED84,82184,938-1170%$7.7M$7.7M-$76.0K2026-10-15
Factor Wealth Management LTD
DECREASED79,97381,585-1,612-2%$7.4M$7.2M-$208.6K2026-10-08
Concord Wealth Partners
DECREASED79,47484,208-4,734-6%$7.7M$7.2M-$493.0K2026-11-02
AlphaCore Capital LLC
DECREASED78,01781,990-3,973-5%$7.5M$7.1M-$422.4K2026-11-04
Wealth Enhancement Trust Services, Inc.
INCREASED77,37457,494+19,880+35%$5.2M$7.0M+$1.8M2026-10-07
Madrid Wealth Management, LLC
INCREASED75,87164,556+11,315+18%$5.9M$6.9M+$973.7K2026-10-23
Greenwood Capital Associates LLC
INCREASED74,63567,712+6,923+10%$6.2M$6.7M+$574.0K2026-10-27
Concord Asset Management, LLC
DECREASED73,69578,094-4,399-6%$7.1M$6.7M-$458.0K2026-11-02
Larson Financial Group LLC
DECREASED73,33474,418-1,084-1%$6.8M$6.6M-$155.4K2026-11-05
Vise Technologies, Inc.
NEW70,923—+70,923——$6.4M—2026-10-29
Plancorp, LLC
INCREASED70,05935,559+34,500+97%$3.3M$6.6M+$3.3M2026-11-03
Axxcess Wealth Management, LLC
DECREASED67,60481,667-14,063-17%$7.4M$6.1M-$1.3M2026-10-21
Able Financial Group, LLC
INCREASED66,98660,876+6,110+10%$5.6M$6.1M+$505.7K2026-10-14
Fifth Third Wealth Advisors LLC
DECREASED64,98167,114-2,133-3%$6.1M$5.9M-$244.6K2026-10-22
Porter White Investment Advisors, Inc.
INCREASED64,58620,357+44,229+217%$1.9M$5.8M+$4.0M2026-10-14
Herold Advisors, Inc.
INCREASED64,33541,231+23,104+56%$3.8M$5.8M+$2.1M2026-10-19
Mattern Wealth Management LLC
INCREASED63,64153,141+10,500+20%$4.8M$5.8M+$908.7K2026-11-04
Premier Path Wealth Partners, LLC
DECREASED63,43090,846-27,416-30%$8.3M$5.7M-$2.5M2026-10-16
Sovran Advisors, LLC
INCREASED60,98254,213+6,769+12%$5.0M$5.8M+$749.8K2026-11-02
CRA Financial Services, LLC
INCREASED60,71856,655+4,063+7%$5.2M$5.5M+$323.8K2026-10-16
Diversify Advisory Services, LLC
INCREASED58,46257,152+1,310+2%$5.3M$5.5M+$192.6K2026-10-20
Diversify Wealth Management, LLC
INCREASED58,46257,152+1,310+2%$5.3M$5.5M+$192.6K2026-10-20
Greenspring Advisors, LLC
INCREASED58,13056,566+1,564+3%$5.2M$5.3M+$97.9K2026-11-05
Sprinkle Financial Consultants LLC
INCREASED57,71936,907+20,812+56%$3.4M$5.2M+$1.9M2026-10-09
Prosperity Financial Group, Inc.
DECREASED56,62957,070-441-1%$5.2M$5.1M-$83.9K2026-10-29
Tenzing Financial LLC
INCREASED55,95653,401+2,555+5%$4.9M$5.2M+$334.7K2026-11-03
Navigoe, LLC
DECREASED55,87256,347-475-1%$5.1M$5.1M-$86.0K2026-11-04
Flagship Harbor Advisors, LLC
INCREASED55,21554,172+1,043+2%$4.9M$5.0M+$52.7K2026-10-26
Bayshore Asset Management, LLC
INCREASED53,25049,318+3,932+8%$4.5M$4.9M+$446.5K2026-11-03
Mendota Financial Group, LLC
INCREASED53,10644,852+8,254+18%$4.1M$4.8M+$712.0K2026-10-07
SFM, LLC d/b/a Sweeney Financial Advisors
INCREASED52,73820,816+31,922+153%$1.9M$4.8M+$2.9M2026-10-14
Mattern Capital Management, LLC
INCREASED52,17545,054+7,121+16%$4.1M$4.7M+$609.3K2026-11-02
Sarver Vrooman Wealth Advisors
INCREASED51,30844,966+6,342+14%$4.1M$4.6M+$534.0K2026-10-01
Arsenal Capital Advisors LLC
INCREASED50,75143,244+7,507+17%$3.9M$4.6M+$645.6K2026-11-02
Asset One Wealth Management LLC
NEW49,404—+49,404——$4.5M—2026-11-02
Ballast Financial Advisors LLC
DECREASED49,20151,252-2,051-4%$4.7M$4.4M-$225.0K2026-10-26
Tableaux LLC
NEW47,947—+47,947——$4.3M—2026-10-23
Decker Retirement Planning Inc.
INCREASED47,28945,063+2,226+5%$4.1M$4.3M+$166.6K2026-10-19
WMG Financial Advisors, LLC
UNCHANGED46,18646,18600%$4.2M$4.2M$02026-10-28
Stone Summit Wealth LLC
DECREASED45,86447,117-1,253-3%$4.3M$4.1M-$149.6K2026-10-14
Hudson Oak Wealth Advisory LLC
INCREASED45,25244,804+448+1%$4.1M$4.1M+$6.0K2026-10-16
Legacy Financial Group, Inc.
INCREASED44,03741,373+2,664+6%$3.8M$4.0M+$209.1K2026-10-21
Dynamic Advisor Solutions LLC
INCREASED43,09842,452+646+2%$3.9M$3.9M+$25.8K2026-10-13
Cambridge Investment Research Advisors, Inc.
INCREASED42,29838,429+3,869+10%$3.5M$3.8M+$320.0K2026-11-02
Wealthcare Advisory Partners LLC
DECREASED42,04943,218-1,169-3%$3.9M$3.8M-$139.0K2026-10-21
Frankly Finances, LLC
DECREASED41,25541,894-639-2%$3.8M$3.7M-$90.1K2026-10-28
Armbruster Capital Management, Inc.
INCREASED40,67839,958+720+2%$3.6M$3.7M+$34.3K2026-10-19
Parsons Capital Management Inc
INCREASED40,42818,857+21,571+114%$1.7M$3.7M+$1.9M2026-10-28
Independent Financial Group, LLC
INCREASED40,34138,960+1,381+4%$3.6M$3.6M+$94.9K2026-10-13
Prudent Investor Advisors, LLC
NEW40,038—+40,038——$3.6M—2026-10-22
Midwest Heritage Bank, FSB
DECREASED38,89640,854-1,958-5%$3.7M$3.5M-$208.5K2026-10-26
Kane Co Wealth Management, Inc.
INCREASED38,73838,275+463+1%$3.5M$3.5M+$12.4K2026-11-04
Well Done, LLC
DECREASED36,37436,677-303-1%$3.3M$3.3M-$55.6K2026-10-20
Vannoy Advisory Group, Inc.
DECREASED35,23836,082-844-2%$3.3M$3.2M-$104.2K2026-10-13
Guidance Capital, Inc
DECREASED35,09936,654-1,555-4%$3.4M$3.3M-$70.7K2026-11-03
Crosspoint Financial, LLC
INCREASED34,2578,341+25,916+311%$760.8K$3.1M+$2.3M2026-11-03
Directional Asset Management
INCREASED33,87825,011+8,867+35%$2.3M$3.1M+$782.7K2026-10-22
LexAurum Advisors, LLC
INCREASED33,69130,366+3,325+11%$2.8M$3.0M+$277.3K2026-10-19
Orba Wealth Advisors, L.L.C.
INCREASED33,45528,462+4,993+18%$2.6M$3.0M+$429.6K2026-10-23
Summit Financial Strategies, Inc.
DECREASED33,29133,473-182-1%$3.1M$3.0M-$42.2K2026-10-14
Pacific Asset Management, LLC
INCREASED31,32030,401+919+3%$2.8M$2.8M+$59.8K2026-10-15
United Advisor Group, LLC
INCREASED31,30723,764+7,543+32%$2.2M$2.8M+$663.9K2026-11-03
Cypress Point Wealth Management, LLC
INCREASED30,79830,797+10%$2.8M$2.8M-$23.6K2026-11-03
Cap Partners, LLC
INCREASED30,76730,481+286+1%$2.8M$2.8M+$2.4K2026-10-19
Waterfront Wealth Inc.
DECREASED30,74931,712-963-3%$2.9M$2.9M-$36.9K2026-11-03
NorthCrest Asset Manangement, LLC
INCREASED29,68227,933+1,749+6%$2.6M$2.7M+$195.9K2026-10-13
Andrews Advisory Associates, LLC
INCREASED29,51925,104+4,415+18%$2.3M$2.7M+$379.9K2026-10-15
BFI Wealth Solutions, LLC
INCREASED29,29221,706+7,586+35%$2.0M$2.6M+$642.2K2026-10-16
Equity Wealth Partners, LLC
DECREASED29,06929,583-514-2%$2.7M$2.6M-$69.3K2026-10-26
Three Arch Wealth Management LLC
INCREASED27,82627,764+62+0%$2.5M$2.5M-$15.8K2026-10-20
Vaquero Private Wealth, LTD
NEW26,209—+26,209——$2.4M—2026-10-27
Forum Financial Management, LP
INCREASED25,87325,721+152+1%$2.3M$2.3M-$6.1K2026-10-16
SC&H Financial Advisors, Inc.
INCREASED25,07325,011+62+0%$2.3M$2.3M-$13.7K2026-10-14
Modera Wealth Management, LLC
DECREASED24,94533,594-8,649-26%$3.1M$2.3M-$808.1K2026-10-28
Evolution Wealth Management Inc.
INCREASED24,77518,002+6,773+38%$1.6M$2.2M+$598.7K2026-10-28
Wedmont Private Capital
INCREASED24,73224,376+356+1%$2.2M$2.3M+$54.1K2026-10-09
Layline Advisors, LLC
DECREASED24,36825,070-702-3%$2.3M$2.2M-$82.8K2026-11-02
GEM Asset Management, LLC
DECREASED24,25824,643-385-2%$2.2M$2.2M-$53.8K2026-10-13
Fifth Third Securities, Inc.
INCREASED23,39323,383+10+0%$2.1M$2.1M-$17.1K2026-10-21
Haven Private, LLC
INCREASED23,02916,775+6,254+37%$1.5M$2.1M+$552.7K2026-10-27
Parallel Advisors, LLC
INCREASED21,97321,405+568+3%$2.0M$2.0M+$34.8K2026-11-03
AGH Wealth Advisors, LLC
INCREASED21,48219,921+1,561+8%$1.8M$1.9M+$125.9K2026-10-26
Parkshore Wealth Management, Inc.
DECREASED21,47523,084-1,609-7%$2.1M$1.9M-$163.3K2026-10-13
Approach Retirement Advisors, LLC
INCREASED21,30219,482+1,820+9%$1.8M$1.9M+$149.6K2026-10-22
Bokf, NA
INCREASED21,1325,693+15,439+271%$519.3K$1.9M+$1.4M2026-10-27
Freestate Advisors LLC
INCREASED20,4195,033+15,386+306%$459.1K$1.8M+$1.4M2026-10-09
Platt Wealth Management LLC
INCREASED19,20011,270+7,930+70%$1.0M$1.7M+$709.0K2026-11-04
Stegent Equity Advisors, Inc.
INCREASED18,98511,193+7,792+70%$1.0M$1.7M+$696.1K2026-10-13
Northwest Wealth Management, LLC
INCREASED18,68317,313+1,370+8%$1.6M$1.7M+$110.5K2026-10-30
Signal Advisors Wealth, LLC
INCREASED18,62717,982+645+4%$1.6M$1.7M+$44.5K2026-10-13
Dixon Fnancial Services, Inc.
UNCHANGED17,96417,96400%$1.6M$1.6M-$13.8K2026-10-23
Vicus Capital
DECREASED17,87317,888-150%$1.6M$1.6M-$15.2K2026-11-05
Meridian Wealth Management, LLC
INCREASED17,73117,366+365+2%$1.6M$1.6M+$19.7K2026-11-05
SeedSafe Financial LLC
UNCHANGED17,69317,69300%$1.6M$1.6M-$13.6K2026-11-02
Sapient Capital LLC
UNCHANGED17,57917,57900%$1.6M$1.6M-$13.5K2026-10-08
Acropolis Investment Management, LLC
UNCHANGED17,54517,54500%$1.6M$1.6M-$13.5K2026-10-08
Vista Investment Partners LLC
INCREASED17,43116,322+1,109+7%$1.5M$1.6M+$87.7K2026-10-08
KFG LLC
NEW17,239—+17,239——$1.6M—2026-11-02
USAdvisors Wealth Management, LLC
DECREASED17,10917,124-150%$1.6M$1.5M-$14.0K2026-10-21
Concurrent Investment Advisors, LLC
NEW17,094—+17,094——$1.5M—2026-10-16
HBW Advisory Services LLC
INCREASED16,94614,069+2,877+20%$1.3M$1.5M+$249.3K2026-10-15
Klingman & Associates, LLC
NEW16,722—+16,722——$1.5M—2026-10-20
LAM Group, Inc.
INCREASED16,65516,150+505+3%$1.5M$1.5M+$33.2K2026-10-26
Santori & Peters, Inc.
NEW16,556—+16,556——$1.5M—2026-10-26
Fund Evaluation Group, LLC
UNCHANGED15,70015,70000%$1.4M$1.4M-$12.1K2026-11-05
Tranquility Partners, LLC
INCREASED15,49814,496+1,002+7%$1.3M$1.4M+$81.1K2026-10-20
Kachkovsky & Fisher, Inc.
INCREASED14,82313,881+942+7%$1.3M$1.3M+$73.9K2026-10-21
Evanson Financial, LLC
INCREASED14,4957,297+7,198+99%$665.5K$1.3M+$645.4K2026-10-23
Lifetime Wealth Management P.C.
DECREASED14,20614,613-407-3%$1.3M$1.3M-$48.1K2026-10-29
Foster Group, Inc.
DECREASED13,68015,613-1,933-12%$1.4M$1.2M-$186.8K2026-10-13
GC Wealth Management RIA, LLC
INCREASED13,66113,517+144+1%$1.2M$1.2M+$2.7K2026-11-02
Kestra Private Wealth Services, LLC
INCREASED13,4343,073+10,361+337%$280.3K$1.2M+$934.7K2026-10-30
Elevation Wealth Partners, LLC
DECREASED13,30513,490-185-1%$1.2M$1.2M-$27.1K2026-10-07
Winnacle Wealth LLC
NEW12,465—+12,465——$1.1M—2026-10-15
Hazlett, Burt & Watson, Inc.
INCREASED12,4016,277+6,124+98%$261.3K$558.6K+$297.2K2026-11-04
Wealth Architects, LLC
UNCHANGED12,27212,27200%$1.1M$1.1M-$9.4K2026-11-03
Uptick Partners, LLC
INCREASED11,7207,593+4,127+54%$692.5K$1.1M+$367.4K2026-11-04
Integrity Investment Advisors, LLC
NEW11,298—+11,298——$1.0M—2026-11-03
Eastern Bank
UNCHANGED11,29411,29400%$1.0M$1.0M-$8.7K2026-10-05
RFG Advisory, LLC
NEW10,828—+10,828——$979.3K—2026-11-03
Freedom Day Solutions, LLC
DECREASED10,60416,894-6,290-37%$1.5M$959.0K-$581.9K2026-10-20
Regions Financial Corp
INCREASED9,8849,820+64+1%$895.7K$893.9K-$1.8K2026-11-05
Clarity Capital Advisors, LLC
INCREASED9,7359,711+24+0%$885.7K$880.4K-$5.3K2026-10-27
Accredited Investors Inc.
UNCHANGED9,5689,56800%$872.7K$865.3K-$7.4K2026-11-03
Cornerstone Wealth Management, LLC
INCREASED9,1274,447+4,680+105%$405.6K$825.4K+$419.8K2026-11-04
Diversified Portfolios, Inc.
DECREASED8,8698,974-105-1%$818.5K$802.1K-$16.4K2026-11-04
Arbor Wealth Advisors LLC
INCREASED8,8007,735+1,065+14%$705.5K$795.9K+$90.4K2026-10-09
Revolve Wealth Partners, LLC
UNCHANGED8,6488,64800%$788.8K$782.1K-$6.7K2026-10-23
Riverchase Wealth Management, LLC
UNCHANGED8,4318,43100%$769.0K$762.5K-$6.5K2026-10-28
Foundry Financial LLC
INCREASED8,3417,493+848+11%$683.4K$754.4K+$71.0K2026-10-16
Abacus Planning Group, Inc.
INCREASED8,3308,323+7+0%$759.2K$753.4K-$5.8K2026-11-02
Tempus Wealth Planning, LLC
NEW8,215—+8,215——$743.0K—2026-10-14
Mission Wealth Management, LP
DECREASED8,0318,707-676-8%$794.2K$726.4K-$67.8K2026-10-15
CWA Asset Management Group, LLC
DECREASED7,9847,993-90%$729.0K$722.1K-$7.0K2026-10-19
West Wealth Group, LLC
INCREASED7,9237,903+20+0%$720.9K$716.6K-$4.3K2026-10-14
Beacon Financial Advisory LLC
NEW7,898—+7,898——$714.3K—2026-10-16
Legacy Capital Wealth Partners, LLC
DECREASED7,8068,136-330-4%$742.1K$706.0K-$36.1K2026-10-21
Fiduciary Advisors, Inc.
INCREASED7,7777,757+20+0%$707.6K$703.3K-$4.2K2026-10-16
Insight Wealth Partners, LLC
DECREASED7,6008,038-438-5%$733.2K$687.3K-$45.9K2026-10-26
Adamsbrown Wealth Consultants LLC
INCREASED7,2797,261+18+0%$662.3K$658.3K-$4.0K2026-10-20
Root Financial Partners, LLC
INCREASED6,9433,646+3,297+90%$332.5K$627.9K+$295.4K2026-10-21
Bank of New York Mellon Corp
DECREASED6,562178,594-172,032-96%$16.3M$593.4K-$15.7M2026-11-05
Financial Synergies Wealth Advisors, Inc.
DECREASED6,4137,341-928-13%$669.6K$580.0K-$89.6K2026-10-16
Level Financial Advisors
DECREASED6,3427,256-914-13%$661.9K$573.6K-$88.3K2026-10-13
Traphagen Investment Advisors LLC
UNCHANGED6,3156,31500%$576.0K$571.1K-$4.9K2026-10-14
BIP Wealth, LLC
INCREASED6,3056,148+157+3%$560.8K$570.3K+$9.5K2026-10-22
Acorn Financial Advisory Services Inc
UNCHANGED6,2836,28300%$573.1K$568.2K-$4.8K2026-11-02
Andrews, Lucia Wealth Management LLC
DECREASED5,9156,228-313-5%$568.0K$534.9K-$33.1K2026-11-02
SAX Wealth Advisors, LLC
UNCHANGED5,8605,86000%$472.4K$530.0K+$57.6K2026-10-13
Acorn Creek Capital LLC
INCREASED5,8463,606+2,240+62%$328.9K$528.7K+$199.8K2026-11-05
Mainsail Asset Management, LLC
INCREASED5,7765,489+287+5%$503.1K$533.3K+$30.2K2026-10-14
IFP Advisors, Inc
INCREASED5,7691,533+4,236+276%$139.8K$521.7K+$381.9K2026-10-16
Gibraltar Capital Management, Inc.
NEW5,754—+5,754——$520.4K—2026-10-27
Moneco Advisors, LLC
INCREASED5,5505,101+449+9%$465.3K$502.0K+$36.7K2026-11-05
Morey & Quinn Wealth Partners, LLC
INCREASED5,5055,075+430+8%$462.9K$497.9K+$35.0K2026-10-28
Optima Capital LLC
NEW5,460—+5,460——$493.8K—2026-10-29
Cordgrass Capital Advisors, LLC
INCREASED5,4364,188+1,248+30%$382.0K$491.6K+$109.6K2026-10-30
Carnegie Investment Counsel
NEW5,434—+5,434——$491.5K—2026-10-20
Redwood Park Advisors LLC
INCREASED5,3765,363+13+0%$489.1K$486.2K-$2.9K2026-11-02
Avantax Planning Partners, Inc.
NEW5,364—+5,364——$485.1K—2026-11-03
Gradient Capital Advisors, LLC
INCREASED5,3273,963+1,364+34%$361.5K$481.7K+$120.3K2026-10-21
QTR Family Wealth, LLC
NEW5,260—+5,260——$475.7K—2026-11-02
Creative Financial Designs Inc
NEW4,892—+4,892——$442.5K—2026-11-04
Altiora Financial Group, LLC
UNCHANGED4,8904,89000%$446.0K$442.3K-$3.8K2026-11-04
May Hill Capital, LLC
INCREASED4,8294,817+12+0%$439.4K$436.7K-$2.6K2026-11-03
Canvas Wealth Advisors, LLC
INCREASED4,7974,421+376+9%$403.2K$452.6K+$49.3K2026-11-02
MN Wealth Advisors, LLC
NEW4,780—+4,780——$432.3K—2026-10-23
Hurley Capital, LLC
INCREASED4,6874,004+683+17%$365.2K$423.9K+$58.7K2026-11-05
Jacobi Capital Management LLC
INCREASED4,6644,659+5+0%$424.9K$421.8K-$3.1K2026-11-05
Sensenig Capital Advisors, Inc
DECREASED4,6324,814-182-4%$439.1K$418.9K-$20.2K2026-10-23
Private Trust Co NA
INCREASED4,5854,202+383+9%$383.3K$414.7K+$31.4K2026-10-20
Northwest Financial Advisors
DECREASED4,5695,184-615-12%$472.8K$413.2K-$59.6K2026-10-27
Mayfair Advisory Group, LLC
INCREASED4,5644,482+82+2%$412.8K$412.7K-$1032026-10-20
PUREfi Wealth, LLC
NEW4,534—+4,534——$410.1K—2026-10-19
Oppenheimer & Co Inc
DECREASED4,4485,958-1,510-25%$543.4K$402.3K-$141.2K2026-10-26
Murphy Pohlad Asset Management LLC
INCREASED4,4273,215+1,212+38%$293.2K$400.4K+$107.2K2026-10-22
Coquina Private Wealth LLC
INCREASED4,3994,391+8+0%$400.5K$397.8K-$2.7K2026-10-27
CGN Advisors LLC
UNCHANGED4,3204,32000%$394.0K$390.7K-$3.3K2026-10-21
James J. Burns & Company, LLC
DECREASED4,3184,486-168-4%$409.2K$390.4K-$18.8K2026-10-22
Nestegg Advisors, Inc.
NEW4,301—+4,301——$389.0K—2026-10-21
Burkett Financial Services, LLC
NEW4,095—+4,095——$370.4K—2026-10-01
William Howard & Co Financial Advisors Inc
INCREASED3,8033,793+10+0%$346.0K$343.9K-$2.1K2026-11-04
Indivisible Partners
NEW3,733—+3,733——$337.6K—2026-10-26
US Bancorp \de\
INCREASED3,6842,980+704+24%$271.8K$333.2K+$61.4K2026-11-05
Ferguson Johnson Wealth Management Inc
DECREASED3,6683,949-281-7%$360.0K$331.8K-$28.2K2026-11-05
Eagle Wealth Advisors LLC
NEW3,621—+3,621——$327.5K—2026-10-20
Spire Wealth Management
INCREASED3,6181,106+2,512+227%$100.9K$327.2K+$226.4K2026-10-30
Titleist Asset Management, LLC
INCREASED3,5673,564+3+0%$325.1K$322.6K-$2.4K2026-10-08
E6 Portfolios, LLC
DECREASED3,5525,943-2,391-40%$542.1K$321.2K-$220.8K2026-10-26
Atwood & Palmer Inc
INCREASED3,5343,530+4+0%$321.9K$319.6K-$2.4K2026-10-08
PFG Advisors
UNCHANGED3,5023,50200%$319.4K$316.7K-$2.7K2026-10-16
D.A. Davidson & Co.
UNCHANGED3,5003,50000%$319.2K$316.5K-$2.7K2026-10-28
Citizens Financial Group Inc
INCREASED3,4602,845+615+22%$259.5K$312.9K+$53.4K2026-10-23
NovaPoint Capital, LLC
INCREASED3,4373,087+350+11%$281.6K$310.8K+$29.3K2026-10-22
Facet Wealth, Inc.
NEW3,398—+3,398——$307.3K—2026-11-04
Baker Boyer National Bank
UNCHANGED3,3853,38500%$308.7K$306.1K-$2.6K2026-11-05
Elevatus Welath Management
NEW3,231—+3,231——$292.2K—2026-10-19
Assetmark, Inc
INCREASED3,1832,800+383+14%$255.4K$287.9K+$32.5K2026-10-21
Compound Planning, Inc.
NEW3,070—+3,070——$277.7K—2026-11-05
Walkner Condon Financial Advisors LLC
NEW3,030—+3,030——$274.0K—2026-11-02
Curtis Advisory Group, LLC
DECREASED3,00730,467-27,460-90%$2.8M$272.0K-$2.5M2026-10-28
Stordahl Capital Management, Inc.
UNCHANGED2,9992,99900%$273.5K$271.2K-$2.3K2026-10-22
Brickley Wealth Management
INCREASED2,9702,968+2+0%$270.7K$268.6K-$2.1K2026-11-04
Lloyd Advisory Services, Llc.
DECREASED2,8853,251-366-11%$296.6K$260.9K-$35.7K2026-11-02
Creative Capital Management Investments LLC
UNCHANGED2,8752,87500%$262.2K$260.0K-$2.2K2026-10-28
Sagespring Wealth Partners, LLC
DECREASED2,8733,191-318-10%$291.1K$259.8K-$31.2K2026-10-22
Members Wealth LLC
UNCHANGED2,7382,73800%$249.7K$251.5K+$1.8K2026-10-20
Lido Advisors, LLC
INCREASED2,7282,410+318+13%$219.9K$246.8K+$26.9K2026-11-04
Truist Financial Corp
INCREASED2,7192,571+148+6%$234.5K$245.9K+$11.4K2026-10-30
Badgley Phelps Wealth Managers, LLC
UNCHANGED2,6552,65500%$242.2K$240.1K-$2.0K2026-10-22
Independent Wealth Network Inc.
NEW2,612—+2,612——$236.2K—2026-10-19
C2p Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
UNCHANGED2,6052,60500%$237.6K$235.6K-$2.0K2026-10-14
Andrew Hill Investment Advisors, Inc.
NEW2,588—+2,588——$234.1K—2026-10-22
Synergy Asset Management, LLC
INCREASED2,4682,270+198+9%$207.0K$223.2K+$16.2K2026-11-05
Alliance Wealth Advisors, LLC
NEW2,454—+2,454——$221.9K—2026-10-14
Split Rock Private Trading & Wealth Management, LLC
NEW2,392—+2,392——$216.3K—2026-10-15
Wespac Advisors SoCal, LLC
NEW2,334—+2,334——$211.1K—2026-10-13
XY Planning Network, Inc.
NEW2,311—+2,311——$209.0K—2026-10-14
Brookstone Capital Management
NEW2,250—+2,250——$203.5K—2026-10-22
Navigate Wealth Management, LLC
UNCHANGED2,2492,24900%$206.1K$207.8K+$1.7K2026-10-14
Winebrenner Capital Management LLC
DECREASED2,2462,385-139-6%$217.5K$203.1K-$14.4K2026-10-07
O'Connor Financial Group LLC
NEW2,245—+2,245——$203.0K—2026-10-26
ARK & TLK Investments, LLC
UNCHANGED2,2432,24300%$204.6K$202.9K-$1.7K2026-10-20
Highland Financial Advisors, LLC
UNCHANGED2,2382,23800%$204.1K$202.4K-$1.7K2026-10-19
Parkside Financial Bank & Trust
UNCHANGED2,0832,08300%$190.0K$188.4K-$1.6K2026-10-27
Central Trust Co
INCREASED1,677577+1,100+191%$52.6K$151.7K+$99.0K2026-11-05
JFS Wealth Advisors, LLC
UNCHANGED1,4351,43500%$130.9K$129.8K-$1.1K2026-11-03
Arlington Trust Co LLC
UNCHANGED1,3661,36600%$124.6K$123.5K-$1.1K2026-10-20
Kingdom Financial Group Llc.
INCREASED1,071518+553+107%$47.2K$96.9K+$49.6K2026-11-04
Prudent Man Investment Management, Inc.
NEW927—+927——$83.8K—2026-11-03
Mather Group, Llc.
UNCHANGED92592500%$84.4K$83.7K-$7122026-10-14
Elyxium Wealth, LLC
NEW900—+900——$81.4K—2026-10-27
Blue Trust, Inc.
NEW690—+690——$62.4K—2026-10-15
GoalVest Advisory LLC
INCREASED657567+90+16%$51.7K$59.4K+$7.7K2026-10-02
Albion Financial Group
UNCHANGED60760700%$55.4K$54.9K-$4672026-10-21
Nemes Rush Group LLC
INCREASED570569+1+0%$51.9K$51.6K-$3112026-11-04
Tradewinds Capital Management, LLC
UNCHANGED52352300%$47.7K$47.3K-$4022026-10-23
Citigroup Inc
NEW353—+353——$31.9K—2026-11-04
Harbor Asset Planning, Inc.
NEW301—+301——$27.2K—2026-10-23
Investors Research Corp
NEW275—+275——$24.9K—2026-10-07
Financial Perspectives, Inc
INCREASED268267+1+0%$24.4K$24.2K-$1462026-11-03
Family Capital Trust Co
UNCHANGED24724700%$22.5K$22.3K-$1902026-10-22
Key Capital Management, Inc
NEW229—+229——$20.7K—2026-11-03
Morton Brown Family Wealth, LLC
NEW197—+197——$17.8K—2026-10-23
Trust Co of Vermont
UNCHANGED19619600%$17.9K$17.7K-$1512026-10-21
Catherine Avery Investment Management LLC
UNCHANGED18018000%$16.4K$16.3K-$1392026-10-14
Rossby Financial, LCC
NEW162—+162——$14.6K—2026-11-05
Cassaday & Co Wealth Management LLC
NEW156—+156——$14.1K—2026-10-27
Realta Investment Advisors
UNCHANGED13913900%$12.7K$12.6K-$1072026-10-14
Pacifica Partners Inc.
UNCHANGED13513500%$12.3K$12.3K+$492026-10-09
Key FInancial Inc
UNCHANGED12012000%$10.9K$10.9K-$922026-11-02
Lanark Financial, Inc.
NEW116—+116——$10.5K—2026-10-26
North Star Investment Management Corp.
NEW103—+103——$9.3K—2026-10-27
Pinnacle Wealth Planning Services, Inc.
UNCHANGED10210200%$9.3K$9.2K-$782026-10-27
Sunrise Financial Services, LLC
NEW100—+100——$9.0K—2026-10-21
Maseco LLP
NEW91—+91——$8.2K—2026-10-27
Capital Investment Advisory Services, LLC
INCREASED7543+32+74%$3.9K$6.8K+$2.9K2026-10-30
Elevate Wealth Advisory, Inc
UNCHANGED616100%$5.6K$5.5K-$472026-10-29
Quest 10 Wealth Builders, Inc.
UNCHANGED595900%$5.4K$5.3K-$452026-11-02
Montgomery Financial Services LLC
NEW56—+56——$5.1K—2026-11-03
Vermillion Wealth Management, Inc.
NEW48—+48——$4.3K—2026-10-26
Central Pacific Bank - Trust Division
INCREASED4225+17+68%$2.3K$3.8K+$1.5K2026-10-06
Ashton Thomas Private Wealth, LLC
NEW38—+38——$3.4K—2026-11-03
TD Waterhouse Canada Inc.
NEW34—+34——$3.1K—2026-10-16
Golden State Wealth Management, LLC
UNCHANGED323200%$2.9K$2.9K-$252026-11-02
Signaturefd, LLC
UNCHANGED323200%$2.9K$2.9K-$252026-10-23
Cape Investment Advisory, Inc.
UNCHANGED202000%$1.8K$1.8K-$152026-10-13
Independence Bank of Kentucky
NEW19—+19——$1.7K—2026-10-26
CoreCap Advisors, LLC
NEW19—+19——$1.7K—2026-10-08
IMG Wealth Management, Inc.
NEW13—+13——$1.2K—2026-10-27
American Capital Advisory, LLC
NEW11—+11——$995—2026-10-28
Lodestone Wealth Management LLC
UNCHANGED101000%$921$916-$52026-10-14
Provenance Wealth Advisors, LLC
NEW8—+8——$724—2026-10-30
Vista Investment Partners II, LLC
CLOSED065,405-65,405-100%$6.0M$0-$6.0M2026-10-15
Comprehensive Financial Planning, Inc.
CLOSED015,278-15,278-100%$1.4M$0-$1.4M2026-10-27
SFG Wealth Management, Llc.
CLOSED010,200-10,200-100%$930.3K$0-$930.3K2026-10-23
Jefferies Financial Group Inc.
CLOSED03,870-3,870-100%$353.0K$0-$353.0K2026-11-05
Angeles Wealth Management, LLC
CLOSED03,071-3,071-100%$280.1K$0-$280.1K2026-10-26
Redhawk Wealth Advisors, Inc.
CLOSED02,974-2,974-100%$271.2K$0-$271.2K2026-10-14
KMG Fiduciary Partners, LLC
CLOSED02,966-2,966-100%$270.5K$0-$270.5K2026-10-14
Symphony Financial, Ltd. Co.
CLOSED02,289-2,289-100%$208.8K$0-$208.8K2026-10-22
Salem Investment Counselors Inc
CLOSED01,538-1,538-100%$140.3K$0-$140.3K2026-10-13
EverSource Wealth Advisors, LLC
CLOSED0464-464-100%$42.3K$0-$42.3K2026-11-04
Robinswood Financial LLC
CLOSED0450-450-100%$41.0K$0-$41.0K2026-10-20
Acumen Wealth Advisors, LLC
CLOSED0220-220-100%$20.1K$0-$20.1K2026-11-05
Farmers & Merchants Trust Co of Chambersburg PA
CLOSED0120-120-100%$11.0K$0-$11.0K2026-10-14
New England Capital Financial Advisors LLC
CLOSED054-54-100%$4.9K$0-$4.9K2026-11-03
Wilmington Savings Fund Society, FSB
CLOSED048-48-100%$4.4K$0-$4.4K2026-10-23
Nfsg Corp
CLOSED020-20-100%$1.8K$0-$1.8K2026-10-15
Birchwood Financial Partners, Inc.
CLOSED015-15-100%$1.4K$0-$1.4K2026-11-02
Northwestern Mutual Wealth Management Co
N/A—32,368,237-32,368,237-100%$3.0B———
PNC Financial Services Group, Inc.
N/A—18,702,541-18,702,541-100%$1.7B———
Envestnet Asset Management Inc
N/A—9,778,034-9,778,034-100%$891.8M———
Ameriprise Financial Inc
N/A—4,620,546-4,620,546-100%$423.2M———
LPL Financial LLC
N/A—4,005,109-4,005,109-100%$365.3M———
American Century Companies Inc
N/A—3,608,727-3,608,727-100%$329.2M———
Focus Partners Wealth
N/A—2,734,778-2,734,778-100%$249.4M———
Cerity Partners LLC
N/A—2,726,265-2,726,265-100%$248.7M———
Falcon Wealth Planning
N/A—2,077,645-2,077,645-100%$189.5M———
Waverly Advisors, LLC
N/A—1,754,726-1,754,726-100%$160.0M———
Bank of America Corp
N/A—1,592,353-1,592,353-100%$145.2M———
Savant Capital, LLC
N/A—1,478,222-1,478,222-100%$134.8M———
Cetera Investment Advisers
N/A—1,454,277-1,454,277-100%$132.6M———
FMR LLC
N/A—1,397,539-1,397,539-100%$127.5M———
Pure Financial Advisors, LLC
N/A—1,382,944-1,382,944-100%$126.1M———
Beaird Harris Wealth Management, LLC
N/A—1,327,308-1,327,308-100%$121.1M———
Alesco Advisors, LLC, An ESL Co
N/A—1,242,346-1,242,346-100%$113.3M———
Bridgewater Advisors Inc.
N/A—1,208,088-1,208,088-100%$112.5M———
Morgan Stanley
N/A—1,139,973-1,139,973-100%$104.0M———
Arax Advisory Partners
N/A—1,076,147-1,076,147-100%$98.2M———
&partners
N/A—933,121-933,121-100%$85.2M———
ESL Trust Services, LLC
N/A—843,691-843,691-100%$77.0M———
Two Sigma Investments, LP
N/A—838,300-838,300-100%$76.5M———
Vestmark Advisory Solutions, Inc.
N/A—775,298-775,298-100%$70.7M———
FAS Wealth Partners, Inc.
N/A—736,028-736,028-100%$67.1M———
Raymond James Financial Inc
N/A—722,783-722,783-100%$65.9M———
Rockefeller Capital Management L.P.
N/A—667,153-667,153-100%$60.9M———
JPMorgan Chase & Co
N/A—660,801-660,801-100%$60.3M———
Benjamin Edwards Inc
N/A—651,701-651,701-100%$59.4M———
Focus Partners Advisor Solutions, LLC
N/A—642,722-642,722-100%$58.6M———
Financial Engines Advisors L.L.C.
N/A—634,091-634,091-100%$57.8M———
JRM Investment Counsel, LLC
N/A—541,727-541,727-100%$49.4M———
UBS Group AG
N/A—529,807-529,807-100%$48.3M———
Wells Fargo & Company
N/A—521,766-521,766-100%$47.6M———
Waterloo Capital, L.P.
N/A—502,911-502,911-100%$45.9M———
Tulsa Wealth Advisors, Inc
N/A—476,527-476,527-100%$43.5M———
Mason Street Advisors, LLC
N/A—474,820-474,820-100%$43.3M———
Integrated Wealth Concepts LLC
N/A—417,647-417,647-100%$38.1M———
N.E.W. Advisory Services LLC
N/A—406,520-406,520-100%$37.1M———
Royal Bank of Canada
N/A—393,553-393,553-100%$35.9M———
Fiduciary Financial Advisors
N/A—336,376-336,376-100%$30.7M———
Three Cord True Wealth Management, LLC
N/A—312,452-312,452-100%$28.5M———
MML Investors Services, LLC
N/A—309,512-309,512-100%$28.2M———
River Road Asset Management, LLC
N/A—293,193-293,193-100%$26.7M———
Austin Wealth Management, LLC
N/A—267,001-267,001-100%$24.5M———
Clearwater Capital Advisors, LLC
N/A—246,027-246,027-100%$22.4M———
Keener Financial Planning LLC
N/A—245,336-245,336-100%$22.4M———
Private Advisor Group, LLC
N/A—229,963-229,963-100%$21.0M———
Providence Financial Advisors, LLC
N/A—225,587-225,587-100%$20.6M———
NewEdge Advisors, LLC
N/A—210,461-210,461-100%$19.2M———
Pine Harbor Wealth Management, LLC
N/A—194,067-194,067-100%$17.7M———
Gallagher Fiduciary Advisors, LLC
N/A—191,479-191,479-100%$17.5M———
Pathstone Holdings, LLC
N/A—186,096-186,096-100%$17.0M———
Greenwich Wealth Management LLC
N/A—164,554-164,554-100%$15.0M———
AE Wealth Management LLC
N/A—161,076-161,076-100%$14.7M———
Stephens Inc
N/A—159,480-159,480-100%$14.5M———
McLean Asset Management Corp
N/A—156,329-156,329-100%$14.4M———
WCG Wealth Advisors LLC
N/A—154,047-154,047-100%$14.1M———
HighTower Advisors, LLC
N/A—150,713-150,713-100%$13.7M———
Beacon Pointe Advisors, LLC
N/A—150,062-150,062-100%$13.7M———
Sentinel Wealth Management, Inc.
N/A—145,009-145,009-100%$13.2M———
Kilner Capital Advisors, LLC
N/A—144,529-144,529-100%$13.2M———
Mach-1 Financial Group, LLC
N/A—142,794-142,794-100%$13.0M———
Jones Financial Companies Lllp
N/A—140,975-140,975-100%$12.8M———
Stifel Financial Corp
N/A—136,212-136,212-100%$12.4M———
Pacific Life Fund Advisors LLC
N/A—131,386-131,386-100%$12.0M———
Summit Financial, LLC
N/A—128,821-128,821-100%$11.7M———
MB Generational Wealth, LLC
N/A—126,413-126,413-100%$11.5M———
AQR Capital Management LLC
N/A—124,756-124,756-100%$11.4M———
Summit Wealth Partners, LLC
N/A—124,703-124,703-100%$11.4M———
Mercer Global Advisors Inc
N/A—120,021-120,021-100%$10.9M———
Pinnacle Financial Partners, Inc.
N/A—117,374-117,374-100%$10.7M———
Trailhead Planners LLC
N/A—116,585-116,585-100%$10.6M———
Bridgewealth Advisory Group, LLC
N/A—114,280-114,280-100%$10.4M———
ATLas Financial Planning LLC
N/A—110,327-110,327-100%$10.1M———
Kavar Capital Partners Group, LLC
N/A—108,993-108,993-100%$9.9M———
1ST Source Bank
N/A—101,166-101,166-100%$9.2M———
PCG Wealth Advisors, LLC
N/A—100,617-100,617-100%$9.2M———
Silver OAK Wealth Advisors Services, LLC
N/A—100,249-100,249-100%$9.1M———
Mariner, LLC
N/A—97,448-97,448-100%$8.9M———
EP Wealth Advisors, LLC
N/A—93,334-93,334-100%$8.5M———
Ducere Wealth Management LLC
N/A—85,923-85,923-100%$7.8M———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—82,521-82,521-100%$7.5M———
Cascade Financial Partners, LLC
N/A—78,358-78,358-100%$7.1M———
Quantinno Capital Management LP
N/A—75,666-75,666-100%$6.9M———
Keel Point, LLC
N/A—73,762-73,762-100%$6.7M———
Tillman Hartley LLC
N/A—70,793-70,793-100%$6.5M———
National Bank of Canada
N/A—70,626-70,626-100%$6.4M———
Investment Advisory Group, LLC
N/A—68,422-68,422-100%$6.2M———
Osaic Holdings, Inc.
N/A—68,082-68,082-100%$6.2M———
Cornerstone Advisors Asset Management, LLC
N/A—66,400-66,400-100%$6.1M———
Commerce Bank
N/A—65,517-65,517-100%$6.0M———
Tudor Investment Corp ET AL
N/A—65,370-65,370-100%$6.0M———
Cardiff Park Advisors, LLC
N/A—65,029-65,029-100%$5.9M———
Paladin Advisory Group, LLC
N/A—61,741-61,741-100%$5.6M———
Werba Rubin Papier Wealth Management
N/A—61,694-61,694-100%$5.6M———
Kingsview Wealth Management, LLC
N/A—59,450-59,450-100%$5.4M———
Altar Rock LLC
N/A—56,763-56,763-100%$5.2M———
PFC Capital Group, Inc.
N/A—51,764-51,764-100%$4.7M———
Pasadena Private Wealth, LLC
N/A—50,286-50,286-100%$4.6M———
Cauble & Harre Wealth Management, Inc.
N/A—47,123-47,123-100%$4.3M———
Ruedi Wealth Management, Inc.
N/A—47,015-47,015-100%$4.3M———
Vawter Financial, Ltd.
N/A—44,786-44,786-100%$4.1M———
Orion Capital Management LLC
N/A—43,377-43,377-100%$4.0M———
LRI Investments, LLC
N/A—42,375-42,375-100%$3.9M———
Seeds Investor LLC
N/A—41,344-41,344-100%$3.8M———
Plum Street Advisors, LLC
N/A—40,871-40,871-100%$3.7M———
KEB Asset Management, LLC
N/A—39,856-39,856-100%$3.6M———
Dopkins Wealth Management, LLC
N/A—37,151-37,151-100%$3.4M———
Tortoise Investment Management, LLC
N/A—36,038-36,038-100%$3.3M———
Legacy Edge Advisors, LLC
N/A—35,758-35,758-100%$3.3M———
Modern Wealth Management, LLC
N/A—35,371-35,371-100%$3.2M———
Qube Research & Technologies Ltd
N/A—35,034-35,034-100%$3.2M———
Susquehanna International Group, LLP
N/A—34,391-34,391-100%$3.1M———
Dana Investment Advisors, Inc.
N/A—33,750-33,750-100%$3.1M———
Global Retirement Partners, LLC
N/A—33,322-33,322-100%$3.0M———
Equitable Holdings, Inc.
N/A—33,117-33,117-100%$3.0M———
Western Wealth Management, LLC
N/A—31,808-31,808-100%$2.9M———
Advisory Services Network, LLC
N/A—31,595-31,595-100%$2.9M———
IF Advisors, LLC
N/A—30,094-30,094-100%$2.7M———
Oxford Financial Group, Ltd. LLC
N/A—30,000-30,000-100%$2.7M———
Savvy Advisors, Inc.
N/A—29,409-29,409-100%$2.7M———
Merit Financial Group, LLC
N/A—29,172-29,172-100%$2.7M———
Cloud Capital Management, LLC
N/A—28,461-28,461-100%$2.6M———
CCG Wealth Management, LLC
N/A—27,972-27,972-100%$2.6M———
Team Hewins, LLC
N/A—27,847-27,847-100%$2.5M———
Prepared Retirement Institute LLC
N/A—27,674-27,674-100%$2.5M———
GTS Securities LLC
N/A—27,280-27,280-100%$2.5M———
Nuveen, LLC
N/A—26,945-26,945-100%$2.5M———
Fortis Group Advisors, LLC
N/A—26,468-26,468-100%$2.4M———
OneAscent Financial Services LLC
N/A—23,121-23,121-100%$2.1M———
Steward Partners Investment Advisory, LLC
N/A—23,071-23,071-100%$2.1M———
Daybright Advisory Services, Inc.
N/A—21,904-21,904-100%$2.0M———
Planwiser Financial, LLC
N/A—21,368-21,368-100%$1.9M———
Delta Investment Management, LLC
N/A—21,340-21,340-100%$1.9M———
Ruggaard & Associates LLC
N/A—20,344-20,344-100%$1.9M———
Nwam LLC
N/A—20,076-20,076-100%$1.8M———
Fort Vancouver Investment Management, LLC
N/A—19,317-19,317-100%$1.8M———
UMB Bank, n.a.
N/A—18,755-18,755-100%$1.7M———
Parkwoods Wealth Partners, LLC
N/A—18,016-18,016-100%$1.6M———
Camarda Financial Advisors, LLC
N/A—17,599-17,599-100%$1.6M———
Betterment LLC
N/A—16,588-16,588-100%$1.5M———
Towle & Co
N/A—16,555-16,555-100%$1.5M———
Bedel Financial Consulting, Inc.
N/A—15,539-15,539-100%$1.4M———
Maimon Wealth Management Ltd.
N/A—13,650-13,650-100%$1.2M———
Advyzon Investment Management, LLC
N/A—13,536-13,536-100%$1.2M———
Truepoint, Inc.
N/A—13,001-13,001-100%$1.2M———
Kelman-Lazarov, Inc.
N/A—12,931-12,931-100%$1.2M———
Mosaic Family Wealth Partners, LLC
N/A—12,455-12,455-100%$1.1M———
OneDigital Investment Advisors LLC
N/A—11,608-11,608-100%$1.1M———
Diversified Trust Co
N/A—9,545-9,545-100%$870.6K———
Tower Research Capital LLC (TRC)
N/A—9,529-9,529-100%$869.1K———
Trustmark Bank Trust Department
N/A—9,518-9,518-100%$868.1K———
Insigneo Advisory Services, LLC
N/A—9,354-9,354-100%$853.2K———
BlackRock, Inc.
N/A—9,154-9,154-100%$835.0K———
Principal Securities, Inc.
N/A—8,973-8,973-100%$818.5K———
O'shaughnessy Asset Management, LLC
N/A—8,898-8,898-100%$811.6K———
Bank of Montreal
N/A—8,247-8,247-100%$752.2K———
Disciplined Investments, LLC
N/A—7,963-7,963-100%$726.3K———
Ausdal Financial Partners, Inc.
N/A—7,915-7,915-100%$721.9K———
QRG Capital Management, Inc.
N/A—7,654-7,654-100%$698.2K———
Wealth Alliance, LLC
N/A—7,365-7,365-100%$671.8K———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—6,720-6,720-100%$612.9K———
Stratos Wealth Advisors, LLC
N/A—6,641-6,641-100%$605.7K———
Zhang Financial LLC
N/A—6,512-6,512-100%$594.0K———
Renaissance Technologies LLC
N/A—6,500-6,500-100%$592.9K———
PFG Investments, LLC
N/A—6,132-6,132-100%$559.3K———
PlanVest Financial, Inc
N/A—6,056-6,056-100%$552.4K———
Gentry Private Wealth, LLC
N/A—6,016-6,016-100%$548.7K———
First Trust Advisors LP
N/A—5,868-5,868-100%$535.2K———
Magnolia Private Wealth, LLC
N/A—5,765-5,765-100%$525.8K———
Financial Plan, Inc.
N/A—5,643-5,643-100%$514.7K———
Moneta Group Investment Advisors LLC
N/A—5,559-5,559-100%$507.1K———
Smithfield Trust Co
N/A—5,413-5,413-100%$494.0K———
Fiduciary Wealth Partners, LLC
N/A—5,044-5,044-100%$460.1K———
FSA Advisors, Inc.
N/A—4,879-4,879-100%$445.0K———
Meridian Wealth Advisors, LLC
N/A—4,610-4,610-100%$420.5K———
Cerity Partners Retirement Plan Advisors LLC
N/A—4,593-4,593-100%$418.9K———
Lutz Financial Services LLC
N/A—4,376-4,376-100%$399.1K———
Paul R. Ried Financial Group, LLC
N/A—4,231-4,231-100%$385.9K———
Oak Wealth Advisors LLC
N/A—4,084-4,084-100%$372.5K———
Ameritas Advisory Services, LLC
N/A—4,019-4,019-100%$366.6K———
CIBC World Market Inc.
N/A—3,955-3,955-100%$360.7K———
Cahill Financial Advisors Inc
N/A—3,785-3,785-100%$345.2K———
Captrust Financial Advisors
N/A—3,781-3,781-100%$344.9K———
Earned Wealth Advisors, LLC
N/A—3,536-3,536-100%$322.5K———
Smartleaf Asset Management LLC
N/A—3,536-3,536-100%$322.5K———
Foundations Investment Advisors, LLC
N/A—3,507-3,507-100%$319.9K———
Harbour Investments, Inc.
N/A—3,503-3,503-100%$319.5K———
Wescott Financial Advisory Group, LLC
N/A—3,484-3,484-100%$317.8K———
Dogwood Wealth Management LLC
N/A—3,396-3,396-100%$309.7K———
Axis Wealth Partners, LLC
N/A—3,251-3,251-100%$296.5K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—3,104-3,104-100%$283.1K———
Fortis Capital Management LLC
N/A—2,901-2,901-100%$264.6K———
Cogent Private Wealth, Inc.
N/A—2,788-2,788-100%$254.3K———
FMB Wealth Management
N/A—2,767-2,767-100%$252.4K———
MAI Capital Management
N/A—2,551-2,551-100%$232.7K———
Summit Trail Advisors, LLC
N/A—2,524-2,524-100%$230.2K———
Inspire Advisors, LLC
N/A—2,394-2,394-100%$218.0K———
Connable Office Inc
N/A—2,266-2,266-100%$206.7K———
Private Wealth Asset Management, LLC
N/A—2,145-2,145-100%$195.6K———
Clearstead Advisors, LLC
N/A—1,967-1,967-100%$179.4K———
Aventura Private Wealth, LLC
N/A—1,949-1,949-100%$177.8K———
Allworth Financial LP
N/A—1,901-1,901-100%$173.4K———
Atlantic Union Bankshares Corp
N/A—1,756-1,756-100%$160.2K———
Glassman Wealth Services
N/A—1,301-1,301-100%$118.6K———
Geneos Wealth Management Inc.
N/A—1,261-1,261-100%$115.0K———
Delta Asset Management LLC
N/A—1,190-1,190-100%$108.5K———
Hantz Financial Services, Inc.
N/A—1,168-1,168-100%$107.0K———
Tanglewood Legacy Advisors, LLC
N/A—1,017-1,017-100%$92.8K———
UBS Asset Management Americas LLC
N/A—679-679-100%$61.9K———
Russell Investments Group, Ltd.
N/A—673-673-100%$61.4K———
IFG Advisory, LLC
N/A—667-667-100%$60.8K———
Morris Financial Concepts, Inc.
N/A—610-610-100%$55.6K———
Addison Advisors LLC
N/A—600-600-100%$54.7K———
Collier Financial
N/A—550-550-100%$50.2K———
Vanguard Advisers Inc
N/A—521-521-100%$47.5K———
Community Bank, N.A.
N/A—441-441-100%$40.2K———
Medallion Wealth Advisors, LLC
N/A—424-424-100%$38.7K———
Napier Financial, LLC
N/A—408-408-100%$37.3K———
Timmons Wealth Management, LLC
N/A—400-400-100%$36.5K———
Regatta Research & Money Management
N/A—318-318-100%$29.0K———
Oakmont Advisory Group, LLC
N/A—293-293-100%$26.7K———
Allied Private Wealth LLC
N/A—262-262-100%$23.7K———
Zions Bancorporation, National Association
N/A—260-260-100%$23.7K———
Huntington National Bank
N/A—260-260-100%$23.7K———
Cetera Trust Company, N.a
N/A—200-200-100%$18.2K———
Johnson Financial Group, Inc.
N/A—178-178-100%$16.2K———
Strategic Investment Solutions, Inc.
N/A—119-119-100%$10.9K———
SOA Wealth Advisors, Llc.
N/A—110-110-100%$10.0K———
Federation des caisses Desjardins du Quebec
N/A—94-94-100%$8.6K———
Capital Analysts, LLC
N/A—94-94-100%$9———
FWL Investment Management, LLC
N/A—89-89-100%$8.1K———
Bogart Wealth, LLC
N/A—76-76-100%$6.9K———
Tiaa Wealth Investment Management LLC
N/A—69-69-100%$6.3K———
Strive Financial Group,LLC
N/A—27-27-100%$2.5K———
Atomic Invest LLC
N/A—26-26-100%$2.4K———
Swan Capital LLC
N/A—17-17-100%$1.6K———
Glenmede Trust Co NA
N/A—11-11-100%$1.0K———
JPL Wealth Management, LLC
N/A—00—$36———
Showing 637 of 637 institutions