IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Avantis INT LRG Cap VAL ETF (AVIV)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Atwood & Palmer Inc
INCREASED
Shares520,568 from 508,168
Change+12,400 (+2%)
Value$41.5M (+$2.1M)
Filed 2026-10-08
Allegiance Financial Group Advisory Services LLC
INCREASED
Shares334,517 from 328,121
Change+6,396 (+2%)
Value$26.6M (+$1.2M)
Filed 2026-11-02
Linscomb Wealth, Inc.
INCREASED
Shares300,911 from 297,218
Change+3,693 (+1%)
Value$24.0M (+$951.0K)
Filed 2026-11-05
B&D White Capital Company, LLC
DECREASED
Shares300,461 from 305,866
Change-5,405 (-2%)
Value$23.9M (+$245.5K)
Filed 2026-11-02
Warren Street Wealth Advisors, LLC
NEW
Shares280,822
Change+280,822
Value$22.4M
Filed 2026-11-04
Global Strategic Investment Solutions, LLC
INCREASED
Shares244,700 from 239,004
Change+5,696 (+2%)
Value$19.5M (+$981.8K)
Filed 2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares219,251 from 113,295
Change+105,956 (+94%)
Value$17.3M (+$8.3M)
Filed 2026-10-13
Websterrogers Financial Advisors, LLC
INCREASED
Shares213,232 from 211,302
Change+1,930 (+1%)
Value$17.0M (+$620.6K)
Filed 2026-11-02
Symmetry Partners, LLC
INCREASED
Shares163,028 from 156,991
Change+6,037 (+4%)
Value$13.0M (+$827.7K)
Filed 2026-10-27
Financial Management Network Inc
INCREASED
Shares155,409 from 152,645
Change+2,764 (+2%)
Value$12.4M (+$358.6K)
Filed 2026-10-09
Foundry Financial Group, Inc.
DECREASED
Shares142,652 from 222,193
Change-79,541 (-36%)
Value$11.4M (-$5.8M)
Filed 2026-10-28
Wright Wealth LLC
INCREASED
Shares132,123 from 124,968
Change+7,155 (+6%)
Value$10.5M (+$845.9K)
Filed 2026-10-29
Northland Capital Management LLC
INCREASED
Shares128,687 from 125,979
Change+2,708 (+2%)
Value$10.2M (+$494.0K)
Filed 2026-10-15
Golden Bell Financial Planning LLC
INCREASED
Shares122,148 from 120,237
Change+1,911 (+2%)
Value$9.7M (+$417.9K)
Filed 2026-11-02
TCI Wealth Advisors, Inc.
INCREASED
Shares115,454 from 6,685
Change+108,769 (+1627%)
Value$9.2M (+$8.7M)
Filed 2026-10-30
Bayshore Asset Management, LLC
INCREASED
Shares113,795 from 105,709
Change+8,086 (+8%)
Value$9.0M (+$801.2K)
Filed 2026-11-03
Fonville Wealth Management LLC
DECREASED
Shares107,379 from 109,222
Change-1,843 (-2%)
Value$8.6M (+$94.6K)
Filed 2026-10-28
Cornerstone Wealth Partners, LLC
INCREASED
Shares105,244 from 87,479
Change+17,765 (+20%)
Value$8.4M (+$1.6M)
Filed 2026-10-28
Harbor Group, Inc.
INCREASED
Shares98,099 from 84,947
Change+13,152 (+15%)
Value$7.8M (+$1.2M)
Filed 2026-10-14
Brickley Wealth Management
INCREASED
Shares95,505 from 89,607
Change+5,898 (+7%)
Value$7.6M (+$667.7K)
Filed 2026-11-04
Chicago Partners Investment Group LLC
INCREASED
Shares81,718 from 81,200
Change+518 (+1%)
Value$6.5M (+$71.9K)
Filed 2026-10-27
Navigoe, LLC
INCREASED
Shares79,937 from 77,617
Change+2,320 (+3%)
Value$6.4M (+$356.0K)
Filed 2026-11-04
Haven Private, LLC
INCREASED
Shares78,342 from 76,215
Change+2,127 (+3%)
Value$6.2M (+$337.8K)
Filed 2026-10-27
Avidian Wealth Enterprises, LLC
DECREASED
Shares75,237 from 80,889
Change-5,652 (-7%)
Value$6.0M (-$271.3K)
Filed 2026-10-08
Plancorp, LLC
INCREASED
Shares75,165 from 49,165
Change+26,000 (+53%)
Value$6.0M (+$2.1M)
Filed 2026-11-03
Telos Capital Management, Inc.
INCREASED
Shares73,280 from 72,680
Change+600 (+1%)
Value$5.8M (+$208.4K)
Filed 2026-11-02
Factor Wealth Management LTD
INCREASED
Shares72,794 from 72,725
Change+69 (+0%)
Value$5.8M (+$166.3K)
Filed 2026-10-08
Truist Financial Corp
INCREASED
Shares71,802 from 68,038
Change+3,764 (+6%)
Value$5.9M (+$2.0M)
Filed 2026-10-30
Prosperity Planning, Inc.
INCREASED
Shares70,115 from 64,160
Change+5,955 (+9%)
Value$5.6M (+$616.0K)
Filed 2026-10-09
Collective Family Office LLC
INCREASED
Shares69,733 from 69,553
Change+180 (+0%)
Value$5.6M (+$168.0K)
Filed 2026-10-05
Entrewealth, LLC
INCREASED
Shares68,381 from 64,135
Change+4,246 (+7%)
Value$5.4M (+$184.8K)
Filed 2026-10-14
Commonwealth Equity Services, LLC
INCREASED
Shares67,789 from 64,415
Change+3,374 (+5%)
Value$5.4M (+$411.0K)
Filed 2026-11-02
Wealth Management Nebraska
DECREASED
Shares66,622 from 68,037
Change-1,415 (-2%)
Value$5.3M (+$37.7K)
Filed 2026-10-26
Anderson Hoagland & Co
INCREASED
Shares65,002 from 52,250
Change+12,752 (+24%)
Value$5.2M (+$1.1M)
Filed 2026-10-23
Wedmont Private Capital
INCREASED
Shares64,838 from 64,739
Change+99 (+0%)
Value$5.1M (+$3.3K)
Filed 2026-10-09
Vestment Financial LLC
DECREASED
Shares56,796 from 57,083
Change-287 (0%)
Value$4.5M (+$10.6K)
Filed 2026-10-13
Frankly Finances, LLC
INCREASED
Shares55,421 from 53,780
Change+1,641 (+3%)
Value$4.4M (+$249.5K)
Filed 2026-10-28
Jacobi Capital Management LLC
INCREASED
Shares39,395 from 37,913
Change+1,482 (+4%)
Value$3.1M (+$201.8K)
Filed 2026-11-05
Kestra Advisory Services, LLC
INCREASED
Shares36,951 from 29,041
Change+7,910 (+27%)
Value$2.9M (+$694.1K)
Filed 2026-11-02
LAM Group, Inc.
INCREASED
Shares33,595 from 33,345
Change+250 (+1%)
Value$2.7M (+$93.6K)
Filed 2026-10-26
Asset One Wealth Management LLC
NEW
Shares32,767
Change+32,767
Value$2.6M
Filed 2026-11-02
McMill Wealth Management
DECREASED
Shares32,662 from 33,019
Change-357 (-1%)
Value$2.6M (+$44.5K)
Filed 2026-11-05
Creative Planning
DECREASED
Shares29,588 from 29,679
Change-91 (0%)
Value$2.4M (+$58.3K)
Filed 2026-11-02
Pacific Asset Management, LLC
INCREASED
Shares28,824 from 27,590
Change+1,234 (+4%)
Value$2.3M (+$159.3K)
Filed 2026-10-15
Philadelphia Trust Co
DECREASED
Shares27,882 from 28,259
Change-377 (-1%)
Value$2.2M (+$32.0K)
Filed 2026-11-05
Cypress Point Wealth Management, LLC
DECREASED
Shares25,113 from 25,115
Change-2 (0%)
Value$2.0M (+$55.4K)
Filed 2026-11-03
Meredith Wealth Planning
INCREASED
Shares24,588 from 24,507
Change+81 (+0%)
Value$2.0M (+$60.6K)
Filed 2026-10-14
Dixon Fnancial Services, Inc.
UNCHANGED
Shares21,740 from 21,740
Change0 (0%)
Value$1.7M (+$48.0K)
Filed 2026-10-23
Oppenheimer & Co Inc
INCREASED
Shares21,196 from 20,932
Change+264 (+1%)
Value$1.7M (+$67.3K)
Filed 2026-10-26
GC Wealth Management RIA, LLC
INCREASED
Shares20,692 from 20,410
Change+282 (+1%)
Value$1.6M (+$67.6K)
Filed 2026-11-02
Prudent Investor Advisors, LLC
NEW
Shares20,554
Change+20,554
Value$1.6M
Filed 2026-10-22
Orba Wealth Advisors, L.L.C.
DECREASED
Shares19,690 from 21,897
Change-2,207 (-10%)
Value$1.6M (-$127.3K)
Filed 2026-10-23
Fifth Third Securities, Inc.
INCREASED
Shares19,127 from 17,561
Change+1,566 (+9%)
Value$1.5M (+$163.5K)
Filed 2026-10-21
Canvas Wealth Advisors, LLC
INCREASED
Shares18,858 from 17,710
Change+1,148 (+6%)
Value$1.5M (+$136.8K)
Filed 2026-11-02
Insight Wealth Partners, LLC
DECREASED
Shares18,693 from 19,843
Change-1,150 (-6%)
Value$1.5M (-$47.7K)
Filed 2026-10-26
Wavvest Wealth LLC
NEW
Shares16,990
Change+16,990
Value$1.4M
Filed 2026-10-21
Baker Tilly Wealth Management, LLC
INCREASED
Shares16,632 from 10,740
Change+5,892 (+55%)
Value$1.3M (+$493.0K)
Filed 2026-10-05
WealthPlan Investment Management, LLC
INCREASED
Shares14,926 from 6,196
Change+8,730 (+141%)
Value$1.2M (+$708.9K)
Filed 2026-10-15
Oceanside Advisors LLC
INCREASED
Shares14,676 from 14,589
Change+87 (+1%)
Value$1.2M (+$39.2K)
Filed 2026-11-03
Nemes Rush Group LLC
INCREASED
Shares14,668 from 13,190
Change+1,478 (+11%)
Value$1.2M (+$146.8K)
Filed 2026-11-04
Verus Financial Partners, Inc.
INCREASED
Shares14,251 from 14,204
Change+47 (+0%)
Value$1.1M (+$35.1K)
Filed 2026-10-29
AlphaCore Capital LLC
DECREASED
Shares12,686 from 12,852
Change-166 (-1%)
Value$1.0M (+$15.1K)
Filed 2026-11-04
Herold Advisors, Inc.
INCREASED
Shares12,651 from 11,143
Change+1,508 (+14%)
Value$1.0M (+$143.4K)
Filed 2026-10-19
Evanson Financial, LLC
INCREASED
Shares12,400 from 12,360
Change+40 (+0%)
Value$987.4K (+$30.5K)
Filed 2026-10-23
Burk Holdings LLC
INCREASED
Shares11,396 from 11,169
Change+227 (+2%)
Value$907.5K (+$42.8K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares10,148 from 7,240
Change+2,908 (+40%)
Value$808.0K (+$247.0K)
Filed 2026-11-02
Porter White Investment Advisors, Inc.
INCREASED
Shares9,262 from 4,631
Change+4,631 (+100%)
Value$737.5K (+$379.0K)
Filed 2026-10-14
Mayfair Advisory Group, LLC
DECREASED
Shares9,071 from 9,886
Change-815 (-8%)
Value$722.3K (-$60.7K)
Filed 2026-10-20
KFG LLC
NEW
Shares8,510
Change+8,510
Value$677.7K
Filed 2026-11-02
Networth Advisors, LLC
INCREASED
Shares7,610 from 7,585
Change+25 (+0%)
Value$606.0K (+$18.8K)
Filed 2026-11-03
Moisand Fitzgerald Tamayo, LLC
DECREASED
Shares7,255 from 7,382
Change-127 (-2%)
Value$577.7K (+$6.2K)
Filed 2026-10-15
Farther Finance Advisors, LLC
INCREASED
Shares7,129 from 4,755
Change+2,374 (+50%)
Value$567.7K (+$199.6K)
Filed 2026-10-08
Altiora Financial Group, LLC
UNCHANGED
Shares6,800 from 6,800
Change0 (0%)
Value$541.5K (+$15.0K)
Filed 2026-11-04
Embree Financial Group
UNCHANGED
Shares6,425 from 6,425
Change0 (0%)
Value$511.6K (+$14.2K)
Filed 2026-10-22
Etesian Wealth Advisors, Inc.
UNCHANGED
Shares6,268 from 6,268
Change0 (0%)
Value$499.1K (+$13.9K)
Filed 2026-10-27
Private Trust Co NA
UNCHANGED
Shares5,963 from 5,963
Change0 (0%)
Value$474.9K (+$13.2K)
Filed 2026-10-20
Modera Wealth Management, LLC
DECREASED
Shares5,781 from 7,952
Change-2,171 (-27%)
Value$460.4K (-$155.2K)
Filed 2026-10-28
Brighton Jones LLC
UNCHANGED
Shares4,967 from 4,967
Change0 (0%)
Value$395.5K (+$11.0K)
Filed 2026-11-03
Valued Wealth Advisors LLC
NEW
Shares4,951
Change+4,951
Value$394.2K
Filed 2026-11-05
Prosperitas Financial LLC
INCREASED
Shares4,691 from 4,560
Change+131 (+3%)
Value$373.5K (+$20.5K)
Filed 2026-10-28
M Holdings Securities, Inc.
NEW
Shares4,606
Change+4,606
Value$366.0K
Filed 2026-11-03
Financial Partners Group, Inc
INCREASED
Shares4,509 from 3,908
Change+601 (+15%)
Value$359.1K (+$56.5K)
Filed 2026-10-19
WMG Financial Advisors, LLC
UNCHANGED
Shares4,450 from 4,450
Change0 (0%)
Value$344.5K ($0)
Filed 2026-10-28
Park Avenue Securities LLC
INCREASED
Shares4,145 from 4,015
Change+130 (+3%)
Value$330.0K (+$19.0K)
Filed 2026-10-26
Emprise Bank
INCREASED
Shares4,040 from 3,926
Change+114 (+3%)
Value$321.7K (+$17.8K)
Filed 2026-10-07
Life Planning Partners, Inc
UNCHANGED
Shares3,920 from 3,920
Change0 (0%)
Value$312.2K (+$8.7K)
Filed 2026-10-28
Forum Financial Management, LP
UNCHANGED
Shares3,687 from 3,687
Change0 (0%)
Value$293.6K (+$8.1K)
Filed 2026-10-16
Approach Retirement Advisors, LLC
INCREASED
Shares3,638 from 3,561
Change+77 (+2%)
Value$289.7K (+$13.9K)
Filed 2026-10-22
Prosperity Advisers, LLC
NEW
Shares3,592
Change+3,592
Value$286.0K
Filed 2026-10-28
Lauterbach Financial Advisors, LLC
NEW
Shares3,472
Change+3,472
Value$276.5K
Filed 2026-10-21
Freestate Advisors LLC
INCREASED
Shares3,455 from 3,444
Change+11 (+0%)
Value$275.1K (+$8.5K)
Filed 2026-10-09
Atala Financial Inc
UNCHANGED
Shares3,340 from 3,340
Change0 (0%)
Value$266.0K (+$7.4K)
Filed 2026-10-22
Stone Summit Wealth LLC
UNCHANGED
Shares3,172 from 3,172
Change0 (0%)
Value$252.6K (+$7.0K)
Filed 2026-10-14
Vise Technologies, Inc.
NEW
Shares3,145
Change+3,145
Value$250.4K
Filed 2026-10-29
Aprio Wealth Management, LLC
INCREASED
Shares2,895 from 2,805
Change+90 (+3%)
Value$230.5K (+$13.4K)
Filed 2026-10-28
Foundry Financial LLC
NEW
Shares2,638
Change+2,638
Value$210.0K
Filed 2026-10-16
Root Financial Partners, LLC
NEW
Shares2,616
Change+2,616
Value$208.3K
Filed 2026-10-21
Creative Financial Designs Inc
NEW
Shares2,557
Change+2,557
Value$203.6K
Filed 2026-11-04
Montag A & Associates Inc
NEW
Shares2,301
Change+2,301
Value$183.2K
Filed 2026-10-29
Fifth Third Bancorp
UNCHANGED
Shares2,221 from 2,221
Change0 (0%)
Value$176.9K (+$4.9K)
Filed 2026-11-05
Central Trust Co
UNCHANGED
Shares1,890 from 1,890
Change0 (0%)
Value$150.5K (+$4.2K)
Filed 2026-11-05
Kings Path Partners LLC
INCREASED
Shares1,087 from 527
Change+560 (+106%)
Value$86.6K (+$45.8K)
Filed 2026-10-21
Cherry Tree Wealth Management, LLC
UNCHANGED
Shares941 from 941
Change0 (0%)
Value$74.9K (+$2.1K)
Filed 2026-10-15
IFP Advisors, Inc
UNCHANGED
Shares697 from 697
Change0 (0%)
Value$55.5K (+$1.5K)
Filed 2026-10-16
Larson Financial Group LLC
UNCHANGED
Shares514 from 514
Change0 (0%)
Value$40.9K (+$1.1K)
Filed 2026-11-05
Blue Trust, Inc.
NEW
Shares203
Change+203
Value$16.2K
Filed 2026-10-15
Signature Equity Partners, LLC
DECREASED
Shares165 from 229
Change-64 (-28%)
Value$13.1K (-$4.6K)
Filed 2026-10-29
Balance Wealth Partners LLC
NEW
Shares86
Change+86
Value$6.9K
Filed 2026-10-27
Downshift Financial, LLC
NEW
Shares82
Change+82
Value$6.5K
Filed 2026-10-13
Acumen Wealth Advisors, LLC
DECREASED
Shares74 from 188
Change-114 (-61%)
Value$5.9K (-$8.7K)
Filed 2026-11-05
Gables Capital Management Inc.
NEW
Shares30
Change+30
Value$2.4K
Filed 2026-11-04
Tradewinds Capital Management, LLC
NEW
Shares20
Change+20
Value$1.6K
Filed 2026-10-23
Assetmark, Inc
UNCHANGED
Shares16 from 16
Change0 (0%)
Value$1.3K (+$35)
Filed 2026-10-21
Clear Creek Financial Management, LLC
CLOSED
Shares0 from 196,767
Change-196,767 (-100%)
Value$0 (-$15.2M)
Filed 2026-10-28
American Century Companies Inc
N/A
Shares— from 3,697,239
Change-3,697,239 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 866,184
Change-866,184 (-100%)
Value—
IAG Wealth Partners, LLC
N/A
Shares— from 673,117
Change-673,117 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 596,315
Change-596,315 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 460,582
Change-460,582 (-100%)
Value—
Savant Capital, LLC
N/A
Shares— from 376,206
Change-376,206 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 354,320
Change-354,320 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 240,133
Change-240,133 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 173,160
Change-173,160 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 172,534
Change-172,534 (-100%)
Value—
Austin Wealth Management, LLC
N/A
Shares— from 165,301
Change-165,301 (-100%)
Value—
Nwam LLC
N/A
Shares— from 125,722
Change-125,722 (-100%)
Value—
Beaird Harris Wealth Management, LLC
N/A
Shares— from 114,886
Change-114,886 (-100%)
Value—
Paladin Advisory Group, LLC
N/A
Shares— from 101,141
Change-101,141 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 100,410
Change-100,410 (-100%)
Value—
Kilner Capital Advisors, LLC
N/A
Shares— from 98,223
Change-98,223 (-100%)
Value—
Tortoise Investment Management, LLC
N/A
Shares— from 95,289
Change-95,289 (-100%)
Value—
ATLas Financial Planning LLC
N/A
Shares— from 92,983
Change-92,983 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 91,498
Change-91,498 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 90,000
Change-90,000 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 76,064
Change-76,064 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 67,950
Change-67,950 (-100%)
Value—
Private Wealth Asset Management, LLC
N/A
Shares— from 67,797
Change-67,797 (-100%)
Value—
Satovsky Asset Management LLC
N/A
Shares— from 66,715
Change-66,715 (-100%)
Value—
McLean Asset Management Corp
N/A
Shares— from 65,519
Change-65,519 (-100%)
Value—
Commerce Bank
N/A
Shares— from 53,958
Change-53,958 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 45,791
Change-45,791 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 41,258
Change-41,258 (-100%)
Value—
Tillman Hartley LLC
N/A
Shares— from 38,450
Change-38,450 (-100%)
Value—
Shufro Rose & Co LLC
N/A
Shares— from 36,151
Change-36,151 (-100%)
Value—
Werba Rubin Papier Wealth Management
N/A
Shares— from 35,626
Change-35,626 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 29,703
Change-29,703 (-100%)
Value—
PFC Capital Group, Inc.
N/A
Shares— from 28,054
Change-28,054 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 27,559
Change-27,559 (-100%)
Value—
UMB Bank, n.a.
N/A
Shares— from 26,760
Change-26,760 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 22,836
Change-22,836 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 20,908
Change-20,908 (-100%)
Value—
Smith, Moore & Co.
N/A
Shares— from 20,725
Change-20,725 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 19,392
Change-19,392 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 19,247
Change-19,247 (-100%)
Value—
Betterment LLC
N/A
Shares— from 18,895
Change-18,895 (-100%)
Value—
HighPoint Advisor Group LLC
N/A
Shares— from 17,947
Change-17,947 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 16,385
Change-16,385 (-100%)
Value—
Astra Wealth Partners LLC
N/A
Shares— from 14,900
Change-14,900 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 13,466
Change-13,466 (-100%)
Value—
Greenwich Wealth Management LLC
N/A
Shares— from 12,649
Change-12,649 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 12,453
Change-12,453 (-100%)
Value—
Cardiff Park Advisors, LLC
N/A
Shares— from 11,174
Change-11,174 (-100%)
Value—
Maimon Wealth Management Ltd.
N/A
Shares— from 10,526
Change-10,526 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 10,335
Change-10,335 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 10,328
Change-10,328 (-100%)
Value—
WorthPointe, LLC
N/A
Shares— from 8,932
Change-8,932 (-100%)
Value—
PNC Financial Services Group, Inc.
N/A
Shares— from 8,870
Change-8,870 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 8,774
Change-8,774 (-100%)
Value—
Waverly Advisors, LLC
N/A
Shares— from 8,542
Change-8,542 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 8,535
Change-8,535 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 8,384
Change-8,384 (-100%)
Value—
Keel Point, LLC
N/A
Shares— from 8,206
Change-8,206 (-100%)
Value—
Schwarz Dygos Wheeler Investment Advisors LLC
N/A
Shares— from 7,223
Change-7,223 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 6,904
Change-6,904 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 6,828
Change-6,828 (-100%)
Value—
Fox Hill Wealth Management
N/A
Shares— from 6,750
Change-6,750 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 6,576
Change-6,576 (-100%)
Value—
Berthel, Fisher & Company Financial Services, Inc.
N/A
Shares— from 6,314
Change-6,314 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 6,142
Change-6,142 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 6,067
Change-6,067 (-100%)
Value—
IF Advisors, LLC
N/A
Shares— from 5,664
Change-5,664 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 5,654
Change-5,654 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 4,805
Change-4,805 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 4,364
Change-4,364 (-100%)
Value—
Cascade Financial Partners, LLC
N/A
Shares— from 4,229
Change-4,229 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 4,207
Change-4,207 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 4,189
Change-4,189 (-100%)
Value—
Cornerstone Advisory, LLC
N/A
Shares— from 4,158
Change-4,158 (-100%)
Value—
Sterneck Capital Management, LLC
N/A
Shares— from 3,674
Change-3,674 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 3,480
Change-3,480 (-100%)
Value—
Parkwoods Wealth Partners, LLC
N/A
Shares— from 3,416
Change-3,416 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 3,313
Change-3,313 (-100%)
Value—
Disciplined Investments, LLC
N/A
Shares— from 3,086
Change-3,086 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 2,960
Change-2,960 (-100%)
Value—
BlackDiamond Wealth Management, LLC
N/A
Shares— from 2,924
Change-2,924 (-100%)
Value—
Trailhead Planners LLC
N/A
Shares— from 2,916
Change-2,916 (-100%)
Value—
FMR LLC
N/A
Shares— from 1,974
Change-1,974 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,758
Change-1,758 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 1,750
Change-1,750 (-100%)
Value—
Addison Advisors LLC
N/A
Shares— from 1,490
Change-1,490 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 1,098
Change-1,098 (-100%)
Value—
Ankerstar Wealth, LLC
N/A
Shares— from 705
Change-705 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 469
Change-469 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 462
Change-462 (-100%)
Value—
Rogco, LP
N/A
Shares— from 384
Change-384 (-100%)
Value—
UBS Group AG
N/A
Shares— from 166
Change-166 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 91
Change-91 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 80
Change-80 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 75
Change-75 (-100%)
Value—
Allworth Financial LP
N/A
Shares— from 69
Change-69 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 61
Change-61 (-100%)
Value—
Atomic Invest LLC
N/A
Shares— from 41
Change-41 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Status
Atwood & Palmer Inc
INCREASED520,568508,168+12,400+2%$39.3M$41.5M+$2.1M2026-10-08
Allegiance Financial Group Advisory Services LLC
INCREASED334,517328,121+6,396+2%$25.4M$26.6M+$1.2M2026-11-02
Linscomb Wealth, Inc.
INCREASED300,911297,218+3,693+1%$23.0M$24.0M+$951.0K2026-11-05
B&D White Capital Company, LLC
DECREASED300,461305,866-5,405-2%$23.7M$23.9M+$245.5K2026-11-02
Warren Street Wealth Advisors, LLC
NEW280,822—+280,822——$22.4M—2026-11-04
Global Strategic Investment Solutions, LLC
INCREASED244,700239,004+5,696+2%$18.5M$19.5M+$981.8K2026-10-16
Wealth Enhancement Advisory Services, LLC
INCREASED219,251113,295+105,956+94%$8.9M$17.3M+$8.3M2026-10-13
Websterrogers Financial Advisors, LLC
INCREASED213,232211,302+1,930+1%$16.4M$17.0M+$620.6K2026-11-02
Symmetry Partners, LLC
INCREASED163,028156,991+6,037+4%$12.2M$13.0M+$827.7K2026-10-27
Financial Management Network Inc
INCREASED155,409152,645+2,764+2%$12.0M$12.4M+$358.6K2026-10-09
Foundry Financial Group, Inc.
DECREASED142,652222,193-79,541-36%$17.2M$11.4M-$5.8M2026-10-28
Wright Wealth LLC
INCREASED132,123124,968+7,155+6%$9.7M$10.5M+$845.9K2026-10-29
Northland Capital Management LLC
INCREASED128,687125,979+2,708+2%$9.8M$10.2M+$494.0K2026-10-15
Golden Bell Financial Planning LLC
INCREASED122,148120,237+1,911+2%$9.3M$9.7M+$417.9K2026-11-02
TCI Wealth Advisors, Inc.
INCREASED115,4546,685+108,769+1627%$517.6K$9.2M+$8.7M2026-10-30
Bayshore Asset Management, LLC
INCREASED113,795105,709+8,086+8%$8.2M$9.0M+$801.2K2026-11-03
Fonville Wealth Management LLC
DECREASED107,379109,222-1,843-2%$8.5M$8.6M+$94.6K2026-10-28
Cornerstone Wealth Partners, LLC
INCREASED105,24487,479+17,765+20%$6.8M$8.4M+$1.6M2026-10-28
Harbor Group, Inc.
INCREASED98,09984,947+13,152+15%$6.6M$7.8M+$1.2M2026-10-14
Brickley Wealth Management
INCREASED95,50589,607+5,898+7%$6.9M$7.6M+$667.7K2026-11-04
Chicago Partners Investment Group LLC
INCREASED81,71881,200+518+1%$6.4M$6.5M+$71.9K2026-10-27
Navigoe, LLC
INCREASED79,93777,617+2,320+3%$6.0M$6.4M+$356.0K2026-11-04
Haven Private, LLC
INCREASED78,34276,215+2,127+3%$5.9M$6.2M+$337.8K2026-10-27
Avidian Wealth Enterprises, LLC
DECREASED75,23780,889-5,652-7%$6.3M$6.0M-$271.3K2026-10-08
Plancorp, LLC
INCREASED75,16549,165+26,000+53%$3.8M$6.0M+$2.1M2026-11-03
Telos Capital Management, Inc.
INCREASED73,28072,680+600+1%$5.6M$5.8M+$208.4K2026-11-02
Factor Wealth Management LTD
INCREASED72,79472,725+69+0%$5.6M$5.8M+$166.3K2026-10-08
Truist Financial Corp
INCREASED71,80268,038+3,764+6%$4.0M$5.9M+$2.0M2026-10-30
Prosperity Planning, Inc.
INCREASED70,11564,160+5,955+9%$5.0M$5.6M+$616.0K2026-10-09
Collective Family Office LLC
INCREASED69,73369,553+180+0%$5.4M$5.6M+$168.0K2026-10-05
Entrewealth, LLC
INCREASED68,38164,135+4,246+7%$5.3M$5.4M+$184.8K2026-10-14
Commonwealth Equity Services, LLC
INCREASED67,78964,415+3,374+5%$5.0M$5.4M+$411.0K2026-11-02
Wealth Management Nebraska
DECREASED66,62268,037-1,415-2%$5.3M$5.3M+$37.7K2026-10-26
Anderson Hoagland & Co
INCREASED65,00252,250+12,752+24%$4.0M$5.2M+$1.1M2026-10-23
Wedmont Private Capital
INCREASED64,83864,739+99+0%$5.1M$5.1M+$3.3K2026-10-09
Vestment Financial LLC
DECREASED56,79657,083-2870%$4.5M$4.5M+$10.6K2026-10-13
Frankly Finances, LLC
INCREASED55,42153,780+1,641+3%$4.2M$4.4M+$249.5K2026-10-28
Jacobi Capital Management LLC
INCREASED39,39537,913+1,482+4%$2.9M$3.1M+$201.8K2026-11-05
Kestra Advisory Services, LLC
INCREASED36,95129,041+7,910+27%$2.2M$2.9M+$694.1K2026-11-02
LAM Group, Inc.
INCREASED33,59533,345+250+1%$2.6M$2.7M+$93.6K2026-10-26
Asset One Wealth Management LLC
NEW32,767—+32,767——$2.6M—2026-11-02
McMill Wealth Management
DECREASED32,66233,019-357-1%$2.6M$2.6M+$44.5K2026-11-05
Creative Planning
DECREASED29,58829,679-910%$2.3M$2.4M+$58.3K2026-11-02
Pacific Asset Management, LLC
INCREASED28,82427,590+1,234+4%$2.1M$2.3M+$159.3K2026-10-15
Philadelphia Trust Co
DECREASED27,88228,259-377-1%$2.2M$2.2M+$32.0K2026-11-05
Cypress Point Wealth Management, LLC
DECREASED25,11325,115-20%$1.9M$2.0M+$55.4K2026-11-03
Meredith Wealth Planning
INCREASED24,58824,507+81+0%$1.9M$2.0M+$60.6K2026-10-14
Dixon Fnancial Services, Inc.
UNCHANGED21,74021,74000%$1.7M$1.7M+$48.0K2026-10-23
Oppenheimer & Co Inc
INCREASED21,19620,932+264+1%$1.6M$1.7M+$67.3K2026-10-26
GC Wealth Management RIA, LLC
INCREASED20,69220,410+282+1%$1.6M$1.6M+$67.6K2026-11-02
Prudent Investor Advisors, LLC
NEW20,554—+20,554——$1.6M—2026-10-22
Orba Wealth Advisors, L.L.C.
DECREASED19,69021,897-2,207-10%$1.7M$1.6M-$127.3K2026-10-23
Fifth Third Securities, Inc.
INCREASED19,12717,561+1,566+9%$1.4M$1.5M+$163.5K2026-10-21
Canvas Wealth Advisors, LLC
INCREASED18,85817,710+1,148+6%$1.4M$1.5M+$136.8K2026-11-02
Insight Wealth Partners, LLC
DECREASED18,69319,843-1,150-6%$1.5M$1.5M-$47.7K2026-10-26
Wavvest Wealth LLC
NEW16,990—+16,990——$1.4M—2026-10-21
Baker Tilly Wealth Management, LLC
INCREASED16,63210,740+5,892+55%$831.5K$1.3M+$493.0K2026-10-05
WealthPlan Investment Management, LLC
INCREASED14,9266,196+8,730+141%$479.7K$1.2M+$708.9K2026-10-15
Oceanside Advisors LLC
INCREASED14,67614,589+87+1%$1.1M$1.2M+$39.2K2026-11-03
Nemes Rush Group LLC
INCREASED14,66813,190+1,478+11%$1.0M$1.2M+$146.8K2026-11-04
Verus Financial Partners, Inc.
INCREASED14,25114,204+47+0%$1.1M$1.1M+$35.1K2026-10-29
AlphaCore Capital LLC
DECREASED12,68612,852-166-1%$995.0K$1.0M+$15.1K2026-11-04
Herold Advisors, Inc.
INCREASED12,65111,143+1,508+14%$864.0K$1.0M+$143.4K2026-10-19
Evanson Financial, LLC
INCREASED12,40012,360+40+0%$956.9K$987.4K+$30.5K2026-10-23
Burk Holdings LLC
INCREASED11,39611,169+227+2%$864.7K$907.5K+$42.8K2026-11-05
Cambridge Investment Research Advisors, Inc.
INCREASED10,1487,240+2,908+40%$561.0K$808.0K+$247.0K2026-11-02
Porter White Investment Advisors, Inc.
INCREASED9,2624,631+4,631+100%$358.5K$737.5K+$379.0K2026-10-14
Mayfair Advisory Group, LLC
DECREASED9,0719,886-815-8%$783.1K$722.3K-$60.7K2026-10-20
KFG LLC
NEW8,510—+8,510——$677.7K—2026-11-02
Networth Advisors, LLC
INCREASED7,6107,585+25+0%$587.2K$606.0K+$18.8K2026-11-03
Moisand Fitzgerald Tamayo, LLC
DECREASED7,2557,382-127-2%$571.5K$577.7K+$6.2K2026-10-15
Farther Finance Advisors, LLC
INCREASED7,1294,755+2,374+50%$368.1K$567.7K+$199.6K2026-10-08
Altiora Financial Group, LLC
UNCHANGED6,8006,80000%$526.5K$541.5K+$15.0K2026-11-04
Embree Financial Group
UNCHANGED6,4256,42500%$497.4K$511.6K+$14.2K2026-10-22
Etesian Wealth Advisors, Inc.
UNCHANGED6,2686,26800%$485.3K$499.1K+$13.9K2026-10-27
Private Trust Co NA
UNCHANGED5,9635,96300%$461.7K$474.9K+$13.2K2026-10-20
Modera Wealth Management, LLC
DECREASED5,7817,952-2,171-27%$615.6K$460.4K-$155.2K2026-10-28
Brighton Jones LLC
UNCHANGED4,9674,96700%$384.5K$395.5K+$11.0K2026-11-03
Valued Wealth Advisors LLC
NEW4,951—+4,951——$394.2K—2026-11-05
Prosperitas Financial LLC
INCREASED4,6914,560+131+3%$353.0K$373.5K+$20.5K2026-10-28
M Holdings Securities, Inc.
NEW4,606—+4,606——$366.0K—2026-11-03
Financial Partners Group, Inc
INCREASED4,5093,908+601+15%$302.6K$359.1K+$56.5K2026-10-19
WMG Financial Advisors, LLC
UNCHANGED4,4504,45000%$344.5K$344.5K$02026-10-28
Park Avenue Securities LLC
INCREASED4,1454,015+130+3%$311.0K$330.0K+$19.0K2026-10-26
Emprise Bank
INCREASED4,0403,926+114+3%$304.0K$321.7K+$17.8K2026-10-07
Life Planning Partners, Inc
UNCHANGED3,9203,92000%$303.5K$312.2K+$8.7K2026-10-28
Forum Financial Management, LP
UNCHANGED3,6873,68700%$285.4K$293.6K+$8.1K2026-10-16
Approach Retirement Advisors, LLC
INCREASED3,6383,561+77+2%$275.8K$289.7K+$13.9K2026-10-22
Prosperity Advisers, LLC
NEW3,592—+3,592——$286.0K—2026-10-28
Lauterbach Financial Advisors, LLC
NEW3,472—+3,472——$276.5K—2026-10-21
Freestate Advisors LLC
INCREASED3,4553,444+11+0%$266.6K$275.1K+$8.5K2026-10-09
Atala Financial Inc
UNCHANGED3,3403,34000%$258.6K$266.0K+$7.4K2026-10-22
Stone Summit Wealth LLC
UNCHANGED3,1723,17200%$245.6K$252.6K+$7.0K2026-10-14
Vise Technologies, Inc.
NEW3,145—+3,145——$250.4K—2026-10-29
Aprio Wealth Management, LLC
INCREASED2,8952,805+90+3%$217.1K$230.5K+$13.4K2026-10-28
Foundry Financial LLC
NEW2,638—+2,638——$210.0K—2026-10-16
Root Financial Partners, LLC
NEW2,616—+2,616——$208.3K—2026-10-21
Creative Financial Designs Inc
NEW2,557—+2,557——$203.6K—2026-11-04
Montag A & Associates Inc
NEW2,301—+2,301——$183.2K—2026-10-29
Fifth Third Bancorp
UNCHANGED2,2212,22100%$171.9K$176.9K+$4.9K2026-11-05
Central Trust Co
UNCHANGED1,8901,89000%$146.3K$150.5K+$4.2K2026-11-05
Kings Path Partners LLC
INCREASED1,087527+560+106%$40.8K$86.6K+$45.8K2026-10-21
Cherry Tree Wealth Management, LLC
UNCHANGED94194100%$72.9K$74.9K+$2.1K2026-10-15
IFP Advisors, Inc
UNCHANGED69769700%$54.0K$55.5K+$1.5K2026-10-16
Larson Financial Group LLC
UNCHANGED51451400%$39.8K$40.9K+$1.1K2026-11-05
Blue Trust, Inc.
NEW203—+203——$16.2K—2026-10-15
Signature Equity Partners, LLC
DECREASED165229-64-28%$17.7K$13.1K-$4.6K2026-10-29
Balance Wealth Partners LLC
NEW86—+86——$6.9K—2026-10-27
Downshift Financial, LLC
NEW82—+82——$6.5K—2026-10-13
Acumen Wealth Advisors, LLC
DECREASED74188-114-61%$14.6K$5.9K-$8.7K2026-11-05
Gables Capital Management Inc.
NEW30—+30——$2.4K—2026-11-04
Tradewinds Capital Management, LLC
NEW20—+20——$1.6K—2026-10-23
Assetmark, Inc
UNCHANGED161600%$1.2K$1.3K+$352026-10-21
Clear Creek Financial Management, LLC
CLOSED0196,767-196,767-100%$15.2M$0-$15.2M2026-10-28
American Century Companies Inc
N/A—3,697,239-3,697,239-100%$286.2M———
Bank of America Corp
N/A—866,184-866,184-100%$67.1M———
IAG Wealth Partners, LLC
N/A—673,117-673,117-100%$52.1M———
Northwestern Mutual Wealth Management Co
N/A—596,315-596,315-100%$46.2M———
Jones Financial Companies Lllp
N/A—460,582-460,582-100%$35.5M———
Savant Capital, LLC
N/A—376,206-376,206-100%$29.1M———
LPL Financial LLC
N/A—354,320-354,320-100%$27.4M———
FAS Wealth Partners, Inc.
N/A—240,133-240,133-100%$18.6M———
Mercer Global Advisors Inc
N/A—173,160-173,160-100%$13.4M———
Focus Partners Advisor Solutions, LLC
N/A—172,534-172,534-100%$13.4M———
Austin Wealth Management, LLC
N/A—165,301-165,301-100%$13.0M———
Nwam LLC
N/A—125,722-125,722-100%$9.7M———
Beaird Harris Wealth Management, LLC
N/A—114,886-114,886-100%$8.9M———
Paladin Advisory Group, LLC
N/A—101,141-101,141-100%$7.8M———
Envestnet Asset Management Inc
N/A—100,410-100,410-100%$7.8M———
Kilner Capital Advisors, LLC
N/A—98,223-98,223-100%$7.8M———
Tortoise Investment Management, LLC
N/A—95,289-95,289-100%$7.4M———
ATLas Financial Planning LLC
N/A—92,983-92,983-100%$7.2M———
Focus Partners Wealth
N/A—91,498-91,498-100%$7.1M———
Jane Street Group, LLC
N/A—90,000-90,000-100%$7.0M———
Ducere Wealth Management LLC
N/A—76,064-76,064-100%$5.9M———
AQR Capital Management LLC
N/A—67,950-67,950-100%$5.3M———
Private Wealth Asset Management, LLC
N/A—67,797-67,797-100%$5.3M———
Satovsky Asset Management LLC
N/A—66,715-66,715-100%$5.2M———
McLean Asset Management Corp
N/A—65,519-65,519-100%$5.3M———
Commerce Bank
N/A—53,958-53,958-100%$4.2M———
Bluespring Wealth Management, LLC
N/A—45,791-45,791-100%$3.5M———
Natixis Advisors, LLC
N/A—41,258-41,258-100%$3.2M———
Tillman Hartley LLC
N/A—38,450-38,450-100%$3.0M———
Shufro Rose & Co LLC
N/A—36,151-36,151-100%$2.8M———
Werba Rubin Papier Wealth Management
N/A—35,626-35,626-100%$2.8M———
Raymond James Financial Inc
N/A—29,703-29,703-100%$2.3M———
PFC Capital Group, Inc.
N/A—28,054-28,054-100%$2.2M———
WCG Wealth Advisors LLC
N/A—27,559-27,559-100%$2.1M———
UMB Bank, n.a.
N/A—26,760-26,760-100%$2.1M———
Ritter Daniher Financial Advisory LLC / de
N/A—22,836-22,836-100%$1.8M———
LRI Investments, LLC
N/A—20,908-20,908-100%$1.6M———
Smith, Moore & Co.
N/A—20,725-20,725-100%$1.6M———
Quantinno Capital Management LP
N/A—19,392-19,392-100%$1.5M———
Sanctuary Advisors, LLC
N/A—19,247-19,247-100%$1.5M———
Betterment LLC
N/A—18,895-18,895-100%$1.5M———
HighPoint Advisor Group LLC
N/A—17,947-17,947-100%$1.4M———
Pathstone Holdings, LLC
N/A—16,385-16,385-100%$1.3M———
Astra Wealth Partners LLC
N/A—14,900-14,900-100%$1.2M———
Rockefeller Capital Management L.P.
N/A—13,466-13,466-100%$1.0M———
Greenwich Wealth Management LLC
N/A—12,649-12,649-100%$979.0K———
Beacon Pointe Advisors, LLC
N/A—12,453-12,453-100%$964.1K———
Cardiff Park Advisors, LLC
N/A—11,174-11,174-100%$865.1K———
Maimon Wealth Management Ltd.
N/A—10,526-10,526-100%$814.9K———
Osaic Holdings, Inc.
N/A—10,335-10,335-100%$800.9K———
Mosaic Family Wealth Partners, LLC
N/A—10,328-10,328-100%$799.6K———
WorthPointe, LLC
N/A—8,932-8,932-100%$691.5K———
PNC Financial Services Group, Inc.
N/A—8,870-8,870-100%$686.7K———
Ameriprise Financial Inc
N/A—8,774-8,774-100%$679.3K———
Waverly Advisors, LLC
N/A—8,542-8,542-100%$661.3K———
Cerity Partners LLC
N/A—8,535-8,535-100%$661.0K———
Susquehanna International Group, LLP
N/A—8,384-8,384-100%$649.1K———
Keel Point, LLC
N/A—8,206-8,206-100%$635.3K———
Schwarz Dygos Wheeler Investment Advisors LLC
N/A—7,223-7,223-100%$559.2K———
Fiduciary Financial Advisors
N/A—6,904-6,904-100%$534.5K———
MML Investors Services, LLC
N/A—6,828-6,828-100%$528.7K———
Fox Hill Wealth Management
N/A—6,750-6,750-100%$522.6K———
Bank of Montreal
N/A—6,576-6,576-100%$509.1K———
Berthel, Fisher & Company Financial Services, Inc.
N/A—6,314-6,314-100%$488.8K———
MAI Capital Management
N/A—6,142-6,142-100%$475.5K———
Private Advisor Group, LLC
N/A—6,067-6,067-100%$469.7K———
IF Advisors, LLC
N/A—5,664-5,664-100%$438.5K———
Zhang Financial LLC
N/A—5,654-5,654-100%$437.7K———
Morgan Stanley
N/A—4,805-4,805-100%$372.0K———
GTS Securities LLC
N/A—4,364-4,364-100%$337.9K———
Cascade Financial Partners, LLC
N/A—4,229-4,229-100%$327.4K———
Savvy Advisors, Inc.
N/A—4,207-4,207-100%$325.7K———
Western Wealth Management, LLC
N/A—4,189-4,189-100%$324.3K———
Cornerstone Advisory, LLC
N/A—4,158-4,158-100%$321.9K———
Sterneck Capital Management, LLC
N/A—3,674-3,674-100%$284.4K———
Summit Financial, LLC
N/A—3,480-3,480-100%$269.4K———
Parkwoods Wealth Partners, LLC
N/A—3,416-3,416-100%$264.5K———
Mutual Advisors, LLC
N/A—3,313-3,313-100%$256.5K———
Disciplined Investments, LLC
N/A—3,086-3,086-100%$238.9K———
Wells Fargo & Company
N/A—2,960-2,960-100%$229.2K———
BlackDiamond Wealth Management, LLC
N/A—2,924-2,924-100%$241.6K———
Trailhead Planners LLC
N/A—2,916-2,916-100%$225.8K———
FMR LLC
N/A—1,974-1,974-100%$152.8K———
Royal Bank of Canada
N/A—1,758-1,758-100%$136.0K———
Smartleaf Asset Management LLC
N/A—1,750-1,750-100%$135.3K———
Addison Advisors LLC
N/A—1,490-1,490-100%$115.4K———
Ancora Advisors LLCA
N/A—1,098-1,098-100%$85.0K———
Ankerstar Wealth, LLC
N/A—705-705-100%$54.6K———
Hantz Financial Services, Inc.
N/A—469-469-100%$36.0K———
JPMorgan Chase & Co
N/A—462-462-100%$35.7K———
Rogco, LP
N/A—384-384-100%$29.7K———
UBS Group AG
N/A—166-166-100%$12.9K———
NewEdge Advisors, LLC
N/A—91-91-100%$7.0K———
Steward Partners Investment Advisory, LLC
N/A—80-80-100%$6.2K———
AE Wealth Management LLC
N/A—75-75-100%$5.8K———
Allworth Financial LP
N/A—69-69-100%$5.3K———
BFC Planning, Inc.
N/A—61-61-100%$4.7K———
Atomic Invest LLC
N/A—41-41-100%$3.1K———
Aptus Capital Advisors, LLC
N/A—30-30-100%$2.3K———
Showing 213 of 213 institutions